feat: 知识库文件夹/模板、技能压缩设置与摘要窗口调优

- 知识库新增文件夹与模板支持（模型/仓储/服务/迁移），前端知识管理组件
- 岗位管理模型与接口完善
- 技能新增压缩设置页与相关存储/工具能力
- 系统设置扩展配置项
- 摘要中间件 keep 窗口改用 token 预算（16000），减少重复压缩

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

frontend-web/src/components/wiki/KnowledgeManage.tsx

@@ -0,0 +1,429 @@
+import { Plus, Trash2 } from "lucide-react";
+import { useEffect, useMemo, useState } from "react";
+import { toast } from "sonner";
+
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { ScrollArea } from "@/components/ui/scroll-area";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Textarea } from "@/components/ui/textarea";
+import {
+  useExtractTemplateActions,
+  useExtractTemplates,
+  useFolderActions,
+  useKnowledgeFolders,
+} from "@/core/knowledge/hooks";
+import type {
+  ExtractTemplateScope,
+  KnowledgeExtractTemplate,
+} from "@/core/knowledge/types";
+import { cn } from "@/lib/utils";
+
+const NONE = "__none__";
+
+/** A dropdown of managed directories (+ an "unfiled" option). */
+export function FolderSelect({
+  value,
+  onChange,
+  disabled,
+  triggerClassName,
+  allowNone = true,
+}: {
+  value: string | null;
+  onChange: (v: string | null) => void;
+  disabled?: boolean;
+  triggerClassName?: string;
+  allowNone?: boolean;
+}) {
+  const { data: folders = [] } = useKnowledgeFolders();
+  return (
+    <Select
+      value={value ?? NONE}
+      onValueChange={(v) => onChange(v === NONE ? null : v)}
+      disabled={disabled}
+    >
+      <SelectTrigger className={cn("h-9", triggerClassName)}>
+        <SelectValue placeholder="选择目录" />
+      </SelectTrigger>
+      <SelectContent>
+        {allowNone ? <SelectItem value={NONE}>（不归类）</SelectItem> : null}
+        {folders.map((f) => (
+          <SelectItem key={f.id} value={f.path}>
+            {f.path}
+          </SelectItem>
+        ))}
+      </SelectContent>
+    </Select>
+  );
+}
+
+/** A dropdown of enabled extraction templates applicable to a scope. */
+export function TemplateSelect({
+  value,
+  onChange,
+  scope,
+  disabled,
+  triggerClassName,
+}: {
+  value: string | null;
+  onChange: (v: string | null) => void;
+  scope: ExtractTemplateScope;
+  disabled?: boolean;
+  triggerClassName?: string;
+}) {
+  const { data: templates = [] } = useExtractTemplates(scope, true);
+  return (
+    <Select
+      value={value ?? NONE}
+      onValueChange={(v) => onChange(v === NONE ? null : v)}
+      disabled={disabled}
+    >
+      <SelectTrigger className={cn("h-9", triggerClassName)}>
+        <SelectValue placeholder="默认模板" />
+      </SelectTrigger>
+      <SelectContent>
+        <SelectItem value={NONE}>默认模板</SelectItem>
+        {templates.map((t) => (
+          <SelectItem key={t.id} value={t.id}>
+            {t.name}
+            {t.is_default ? " · 默认" : ""}
+          </SelectItem>
+        ))}
+      </SelectContent>
+    </Select>
+  );
+}
+
+/** Create / rename / delete knowledge directories. */
+export function FolderManageDialog({
+  open,
+  onOpenChange,
+}: {
+  open: boolean;
+  onOpenChange: (v: boolean) => void;
+}) {
+  const { data: folders = [], isLoading } = useKnowledgeFolders();
+  const { create, rename, remove } = useFolderActions();
+  const [newPath, setNewPath] = useState("");
+
+  const handleCreate = async () => {
+    const path = newPath.trim();
+    if (!path) {
+      toast.error("请输入目录路径");
+      return;
+    }
+    try {
+      await create.mutateAsync(path);
+      toast.success("目录已创建");
+      setNewPath("");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "创建失败");
+    }
+  };
+
+  const handleRename = async (folderId: string, current: string) => {
+    const next = window.prompt("重命名 / 移动目录（输入新的完整路径，斜杠分隔）", current);
+    if (next === null) return;
+    try {
+      await rename.mutateAsync({ folderId, path: next });
+      toast.success("已更新");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "更新失败");
+    }
+  };
+
+  const handleDelete = async (folderId: string, path: string) => {
+    if (!window.confirm(`删除目录「${path}」？其中的知识将变为未归类（不会被删除）。`)) return;
+    try {
+      await remove.mutateAsync({ folderId });
+      toast.success("目录已删除");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "删除失败");
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-lg">
+        <DialogHeader>
+          <DialogTitle>目录管理</DialogTitle>
+          <DialogDescription>
+            自建知识目录,用斜杠分隔多级(如「投研/行业」)。删除目录只会让其中的知识变为未归类。
+          </DialogDescription>
+        </DialogHeader>
+        <div className="flex items-center gap-2">
+          <Input
+            placeholder="新目录路径,如 投研/行业"
+            value={newPath}
+            onChange={(e) => setNewPath(e.target.value)}
+            onKeyDown={(e) => {
+              if (e.key === "Enter") void handleCreate();
+            }}
+          />
+          <Button onClick={() => void handleCreate()} disabled={create.isPending}>
+            <Plus className="size-4" /> 新建
+          </Button>
+        </div>
+        <ScrollArea className="max-h-[50vh]">
+          {isLoading ? (
+            <div className="text-muted-foreground p-3 text-sm">加载中...</div>
+          ) : folders.length === 0 ? (
+            <div className="text-muted-foreground rounded-md border border-dashed p-6 text-center text-sm">
+              还没有目录,先在上方新建一个。
+            </div>
+          ) : (
+            <ul className="flex flex-col gap-1 p-1">
+              {folders.map((f) => (
+                <li
+                  key={f.id}
+                  className="flex items-center justify-between gap-2 rounded-md border px-3 py-2 text-sm dark:border-slate-700"
+                >
+                  <span className="truncate font-mono text-[13px]">{f.path}</span>
+                  <div className="flex shrink-0 items-center gap-1">
+                    <Button size="sm" variant="ghost" onClick={() => void handleRename(f.id, f.path)}>
+                      重命名
+                    </Button>
+                    <Button
+                      size="sm"
+                      variant="ghost"
+                      className="text-red-600 hover:text-red-700"
+                      onClick={() => void handleDelete(f.id, f.path)}
+                    >
+                      <Trash2 className="size-4" />
+                    </Button>
+                  </div>
+                </li>
+              ))}
+            </ul>
+          )}
+        </ScrollArea>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>
+            关闭
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+const SCOPE_LABELS: Record<ExtractTemplateScope, string> = {
+  thread: "对话",
+  document: "文档",
+  both: "通用",
+};
+
+const EMPTY_DRAFT = {
+  name: "",
+  scope: "both" as ExtractTemplateScope,
+  description: "",
+  system_prompt: "",
+  is_default: false,
+  enabled: true,
+};
+
+/** Create / edit / delete the editable extraction-prompt templates. */
+export function ExtractTemplateManageDialog({
+  open,
+  onOpenChange,
+}: {
+  open: boolean;
+  onOpenChange: (v: boolean) => void;
+}) {
+  const { data: templates = [], isLoading } = useExtractTemplates();
+  const { create, update, remove } = useExtractTemplateActions();
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [draft, setDraft] = useState({ ...EMPTY_DRAFT });
+
+  const selected = useMemo(
+    () => templates.find((t) => t.id === selectedId) ?? null,
+    [templates, selectedId],
+  );
+
+  // Load the selected template into the editable draft (or reset for "new").
+  useEffect(() => {
+    if (selected) {
+      setDraft({
+        name: selected.name,
+        scope: selected.scope,
+        description: selected.description ?? "",
+        system_prompt: selected.system_prompt,
+        is_default: selected.is_default,
+        enabled: selected.enabled,
+      });
+    } else {
+      setDraft({ ...EMPTY_DRAFT });
+    }
+  }, [selected]);
+
+  const startNew = () => setSelectedId(null);
+
+  const handleSave = async () => {
+    if (!draft.name.trim() || !draft.system_prompt.trim()) {
+      toast.error("请填写名称与提示词正文");
+      return;
+    }
+    try {
+      if (selectedId) {
+        await update.mutateAsync({ templateId: selectedId, data: draft });
+        toast.success("已保存");
+      } else {
+        const created = await create.mutateAsync(draft);
+        setSelectedId(created.id);
+        toast.success("模板已创建");
+      }
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "保存失败");
+    }
+  };
+
+  const handleDelete = async (t: KnowledgeExtractTemplate) => {
+    if (!window.confirm(`删除模板「${t.name}」？`)) return;
+    try {
+      await remove.mutateAsync(t.id);
+      if (selectedId === t.id) setSelectedId(null);
+      toast.success("已删除");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "删除失败");
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-4xl">
+        <DialogHeader>
+          <DialogTitle>抽取提示词模板</DialogTitle>
+          <DialogDescription>
+            编辑驱动「知识沉淀」的提炼提示词,可新建多套抽取逻辑。沉淀对话/导入文件时可选用对应模板;未选则用该类型的默认模板。
+          </DialogDescription>
+        </DialogHeader>
+        <div className="grid grid-cols-[240px_minmax(0,1fr)] gap-4">
+          {/* template list */}
+          <div className="flex min-h-0 flex-col gap-2">
+            <Button size="sm" variant={selectedId === null ? "default" : "outline"} onClick={startNew}>
+              <Plus className="size-4" /> 新建模板
+            </Button>
+            <ScrollArea className="max-h-[50vh] rounded-md border dark:border-slate-700">
+              {isLoading ? (
+                <div className="text-muted-foreground p-3 text-sm">加载中...</div>
+              ) : (
+                <ul className="flex flex-col">
+                  {templates.map((t) => (
+                    <li key={t.id}>
+                      <button
+                        type="button"
+                        onClick={() => setSelectedId(t.id)}
+                        className={cn(
+                          "flex w-full items-center justify-between gap-2 border-b px-3 py-2 text-left text-sm last:border-b-0 dark:border-slate-800",
+                          selectedId === t.id ? "bg-slate-100 dark:bg-slate-800" : "hover:bg-slate-50 dark:hover:bg-slate-800/50",
+                        )}
+                      >
+                        <span className="min-w-0">
+                          <span className="block truncate">{t.name}</span>
+                          <span className="text-muted-foreground text-[11px]">
+                            {SCOPE_LABELS[t.scope]}
+                            {t.is_default ? " · 默认" : ""}
+                            {t.enabled ? "" : " · 已停用"}
+                          </span>
+                        </span>
+                      </button>
+                    </li>
+                  ))}
+                </ul>
+              )}
+            </ScrollArea>
+          </div>
+
+          {/* editor */}
+          <div className="flex flex-col gap-3">
+            <div className="flex items-center gap-2">
+              <Input
+                placeholder="模板名称"
+                value={draft.name}
+                onChange={(e) => setDraft((d) => ({ ...d, name: e.target.value }))}
+              />
+              <Select
+                value={draft.scope}
+                onValueChange={(v) => setDraft((d) => ({ ...d, scope: v as ExtractTemplateScope }))}
+              >
+                <SelectTrigger className="w-28">
+                  <SelectValue />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value="both">通用</SelectItem>
+                  <SelectItem value="thread">对话</SelectItem>
+                  <SelectItem value="document">文档</SelectItem>
+                </SelectContent>
+              </Select>
+            </div>
+            <Input
+              placeholder="简介(可选)"
+              value={draft.description}
+              onChange={(e) => setDraft((d) => ({ ...d, description: e.target.value }))}
+            />
+            <Textarea
+              rows={16}
+              placeholder="提示词正文(system prompt)。这里直接控制提炼粒度——想保留更多信息,就在此放宽要求、要求结构化更详细的输出。"
+              value={draft.system_prompt}
+              onChange={(e) => setDraft((d) => ({ ...d, system_prompt: e.target.value }))}
+              className="font-mono text-xs"
+            />
+            <div className="flex flex-wrap items-center gap-4 text-sm">
+              <label className="flex items-center gap-1.5">
+                <input
+                  type="checkbox"
+                  checked={draft.is_default}
+                  onChange={(e) => setDraft((d) => ({ ...d, is_default: e.target.checked }))}
+                  className="size-4"
+                />
+                设为该类型默认
+              </label>
+              <label className="flex items-center gap-1.5">
+                <input
+                  type="checkbox"
+                  checked={draft.enabled}
+                  onChange={(e) => setDraft((d) => ({ ...d, enabled: e.target.checked }))}
+                  className="size-4"
+                />
+                启用
+              </label>
+              <div className="ml-auto flex items-center gap-2">
+                {selected ? (
+                  <Button
+                    variant="ghost"
+                    className="text-red-600 hover:text-red-700"
+                    onClick={() => void handleDelete(selected)}
+                  >
+                    <Trash2 className="size-4" /> 删除
+                  </Button>
+                ) : null}
+                <Button onClick={() => void handleSave()} disabled={create.isPending || update.isPending}>
+                  {selectedId ? "保存" : "创建"}
+                </Button>
+              </div>
+            </div>
+          </div>
+        </div>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>
+            关闭
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}

frontend-web/src/components/wiki/WikiContent.tsx

@@ -22,6 +22,7 @@ import type {
 
 import { Breadcrumb } from "./Breadcrumb";
 import { DocumentToolbar } from "./DocumentToolbar";
+import { FolderSelect } from "./KnowledgeManage";
 import { FloatingToc } from "./FloatingToc";
 import { MarkdownViewer } from "./MarkdownViewer";
 import { RelatedDocs } from "./RelatedDocs";
@@ -35,6 +36,7 @@ import {
   downloadMarkdown,
   extractToc,
   formatDateTime,
+  localizeHeadings,
   noteBreadcrumbSegments,
   splitRelatedSection,
 } from "./wikiUtils";
@@ -102,10 +104,14 @@ export function WikiContent({
 
   // Pull the backend-injected `## Related` wikilinks out of the body so they
   // render as a structured module; editing still works on the full source.
-  const { body, related } = useMemo(
+  // After extraction, localize the English section headings (Context / Finding
+  // / Reasoning / …) to Chinese for display — `extractToc` and the viewer share
+  // this transformed text so heading anchors stay consistent.
+  const { body: rawBody, related } = useMemo(
     () => splitRelatedSection(note.content_md),
     [note.content_md],
   );
+  const body = useMemo(() => localizeHeadings(rawBody), [rawBody]);
   const toc = useMemo(() => extractToc(body), [body]);
   // The floating outline only shows h2/h3 — deeper levels are noise.
   const outlineItems = useMemo(
@@ -177,6 +183,15 @@ export function WikiContent({
     }
   };
 
+  const handleMoveFolder = async (folder: string | null) => {
+    try {
+      await update.mutateAsync({ noteId: note.id, data: { folder } });
+      toast.success(folder ? `已移动到「${folder}」` : "已移出目录");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "移动失败");
+    }
+  };
+
   const handleArchive = async () => {
     try {
       await remove.mutateAsync({ noteId: note.id });
@@ -277,6 +292,15 @@ export function WikiContent({
                   {note.created_at ? (
                     <MetaTag>创建：{formatDateTime(note.created_at).slice(0, 10)}</MetaTag>
                   ) : null}
+                  <span className="inline-flex items-center gap-1 text-xs text-slate-500 dark:text-slate-400">
+                    目录
+                    <FolderSelect
+                      value={note.folder ?? null}
+                      onChange={(v) => void handleMoveFolder(v)}
+                      disabled={update.isPending}
+                      triggerClassName="h-6 w-[10rem] text-xs"
+                    />
+                  </span>
                   {note.tags.map((tag) => (
                     <button
                       key={tag}

frontend-web/src/components/wiki/WikiHeader.tsx

@@ -1,9 +1,11 @@
 import {
   Copy,
+  FolderTree,
   Menu,
   Network,
   Plus,
   RefreshCw,
+  SlidersHorizontal,
   Upload,
 } from "lucide-react";
 
@@ -48,6 +50,8 @@ export function WikiHeader({
   onDedup,
   onGraph,
   onCreate,
+  onManageFolders,
+  onManageTemplates,
 }: {
   onToggleSidebar: () => void;
   onImportFile: () => void;
@@ -55,6 +59,8 @@ export function WikiHeader({
   onDedup: () => void;
   onGraph: () => void;
   onCreate: () => void;
+  onManageFolders: () => void;
+  onManageTemplates: () => void;
 }) {
   return (
     <header className="flex h-14 shrink-0 items-center justify-between border-b border-slate-100 bg-white px-4 sm:px-6 dark:border-slate-800 dark:bg-slate-900">
@@ -83,6 +89,16 @@ export function WikiHeader({
           label="批量导入"
           onClick={onBatchImport}
         />
+        <HeaderButton
+          icon={<FolderTree className="size-4" />}
+          label="目录管理"
+          onClick={onManageFolders}
+        />
+        <HeaderButton
+          icon={<SlidersHorizontal className="size-4" />}
+          label="抽取模板"
+          onClick={onManageTemplates}
+        />
         <HeaderButton
           icon={<Copy className="size-4" />}
           label="查重"

frontend-web/src/components/wiki/wikiTypes.ts

@@ -14,4 +14,6 @@ export interface TreeNode {
   type: "folder" | "file";
   children?: TreeNode[];
   item?: KnowledgeNote;
+  /** Full slash-joined directory path (folder nodes only). */
+  folderPath?: string;
 }

frontend-web/src/components/wiki/wikiUtils.ts

@@ -19,6 +19,73 @@ export const STATUS_LABELS: Record<string, string> = {
 
 const FALLBACK_FOLDER = "未分类";
 
+/**
+ * Display labels for known English directory segments (the wiki-capture
+ * categories that historically drove the vault path). Keyed by the lowercased
+ * segment. User-created folders are arbitrary (usually Chinese) and simply don't
+ * match, so they pass through unchanged.
+ */
+const FOLDER_LABELS: Record<string, string> = {
+  synthesis: "分析综合",
+  concepts: "概念框架",
+  concept: "概念框架",
+  references: "外部来源",
+  reference: "外部来源",
+  decision: "决策记录",
+  journal: "会话纪要",
+  session: "会话纪要",
+};
+
+/** Map a known English directory segment to its Chinese display label (else unchanged). */
+export function localizeFolderName(name: string): string {
+  return FOLDER_LABELS[name.trim().toLowerCase()] ?? name;
+}
+
+/**
+ * Canonical English wiki-capture section headings → Chinese display labels.
+ * Keyed by the lowercased, symbol-stripped heading text.
+ */
+const HEADING_LABELS: Record<string, string> = {
+  context: "背景",
+  "finding / decision": "结论 / 决策",
+  "finding/decision": "结论 / 决策",
+  finding: "结论",
+  decision: "决策",
+  reasoning: "推理依据",
+  implications: "影响 / 后续",
+  sources: "来源",
+  related: "相关知识",
+  merged: "已合并",
+};
+
+/**
+ * Replace the canonical English wiki-capture section headings (`## Context`,
+ * `## Finding / Decision`, …) with Chinese labels at render time. Operates on
+ * heading lines only (fenced code blocks are skipped) and matches the heading
+ * text case-insensitively, so **all historical notes are localized with no data
+ * migration**. Heading levels are preserved; because `extractToc` and the
+ * markdown viewer both receive this same transformed text, the slug/anchor ids
+ * stay consistent.
+ */
+export function localizeHeadings(markdown: string): string {
+  let inFence = false;
+  return markdown
+    .split("\n")
+    .map((line) => {
+      if (/^\s*(```|~~~)/.test(line)) {
+        inFence = !inFence;
+        return line;
+      }
+      if (inFence) return line;
+      const match = /^(#{1,4})\s+(.+?)\s*$/.exec(line);
+      if (!match) return line;
+      const key = match[2].replace(/[#`*_~]/g, "").trim().toLowerCase();
+      const zh = HEADING_LABELS[key];
+      return zh ? `${match[1]} ${zh}` : line;
+    })
+    .join("\n");
+}
+
 /** Stable slug for a heading: keeps CJK characters, collapses whitespace to dashes. */
 export function slugify(text: string): string {
   return text
@@ -119,16 +186,17 @@ export function splitRelatedSection(markdown: string): {
   return { body, related };
 }
 
-/** Folder path segments for a note: vault_path directories, else its source-type group. */
+/**
+ * Folder path segments for a note. The user-assigned ``folder`` (a slash-joined
+ * path) is authoritative; unfiled notes fall back to a source-type group so the
+ * tree is never empty. (The old behavior keyed off ``vault_path`` — the fixed
+ * ``projects/<project>/<category>`` scaffold — which the editable directory now
+ * replaces.)
+ */
 export function noteFolderSegments(note: KnowledgeNote): string[] {
-  const rawPath = note.vault_path?.replace(/\\/g, "/").replace(/^\/+/, "");
+  const folder = (note.folder || "").replace(/^\/+|\/+$/g, "").trim();
-  if (rawPath && rawPath.includes("/")) {
+  if (folder) {
-    let segments = rawPath.split("/").slice(0, -1).filter(Boolean);
+    const segments = folder.split("/").map((s) => s.trim()).filter(Boolean);
-    // Vault notes live under projects/<project>/<category>/ — the first two
-    // levels are constant scaffolding, so hide them from the directory tree.
-    if (segments[0] === "projects" || segments[0] === "project") {
-      segments = segments.slice(2);
-    }
     if (segments.length > 0) return segments;
   }
   return [SOURCE_TYPE_LABELS[note.source_type] ?? FALLBACK_FOLDER];
@@ -136,7 +204,7 @@ export function noteFolderSegments(note: KnowledgeNote): string[] {
 
 /** Breadcrumb segments for a note (folders only; the title is appended by the caller). */
 export function noteBreadcrumbSegments(note: KnowledgeNote): string[] {
-  return ["问答梳理", ...noteFolderSegments(note)];
+  return ["问答梳理", ...noteFolderSegments(note).map(localizeFolderName)];
 }
 
 function sortTree(nodes: TreeNode[]): void {
@@ -153,7 +221,10 @@ function sortTree(nodes: TreeNode[]): void {
  * Build the directory tree from the flat note list. Notes with a vault_path
  * become nested folders mirroring that path; others are grouped by source type.
  */
-export function buildKnowledgeTree(notes: KnowledgeNote[]): TreeNode[] {
+export function buildKnowledgeTree(
+  notes: KnowledgeNote[],
+  folderPaths: string[] = [],
+): TreeNode[] {
   const root: TreeNode[] = [];
   const folderMap = new Map<string, TreeNode>();
 
@@ -164,7 +235,9 @@ export function buildKnowledgeTree(notes: KnowledgeNote[]): TreeNode[] {
       path = path ? `${path}/${segment}` : segment;
       let node = folderMap.get(path);
       if (!node) {
-        node = { id: `folder:${path}`, name: segment, type: "folder", children: [] };
+        // Display name is localized (known English category → 中文); the id /
+        // folderPath keep the raw segment so filtering/matching is unaffected.
+        node = { id: `folder:${path}`, name: localizeFolderName(segment), type: "folder", children: [], folderPath: path };
         folderMap.set(path, node);
         children.push(node);
       }
@@ -173,6 +246,13 @@ export function buildKnowledgeTree(notes: KnowledgeNote[]): TreeNode[] {
     return children;
   };
 
+  // Pre-create managed (possibly empty) directories so a freshly-made folder
+  // shows up in the tree before any note is filed into it.
+  for (const path of folderPaths) {
+    const segments = path.split("/").map((s) => s.trim()).filter(Boolean);
+    if (segments.length) ensureFolder(segments);
+  }
+
   for (const note of notes) {
     ensureFolder(noteFolderSegments(note)).push({
       id: note.id,

frontend-web/src/components/workspace/admin/position-management-page.tsx

@@ -406,7 +406,7 @@ export function PositionManagementPage() {
         <div>
           <h1 className="text-lg font-semibold">岗位管理</h1>
           <p className="text-muted-foreground text-sm">
-            为岗位配置默认智能体/技能/定时任务/常用提示词/推荐问题的标签，并批量分配给用户。
+            为岗位配置默认智能体/技能/定时任务/推荐问题的标签，并批量分配给用户。
           </p>
         </div>
         <Button size="sm" onClick={() => { setEditing(null); setDialogOpen(true); }}>

frontend-web/src/components/workspace/settings/appearance-settings-page.tsx

@@ -35,7 +35,7 @@ import { cn } from "@/lib/utils";
 import PrivateSquareSettingsPage from "@/pages/PrivateSquareSettingsPage";
 import PublishSquaresSettingsPage from "@/pages/PublishSquaresSettingsPage";
 import PromptPrefixSettingsPage from "@/pages/PromptPrefixSettingsPage";
-import RecommendedQuestionsPage from "@/pages/RecommendedQuestionsPage";
+import SkillCompressionSettingsPage from "@/pages/SkillCompressionSettingsPage";
 
 import { SettingsSection } from "./settings-section";
 
@@ -457,14 +457,14 @@ export function AppearanceSettingsPage({ onClose }: { onClose?: () => void }) {
 
       {isAdmin && (
         <>
-          <Separator />
-          <RecommendedQuestionsPage embedded />
           <Separator />
           <PromptPrefixSettingsPage embedded />
           <Separator />
           <PrivateSquareSettingsPage embedded />
           <Separator />
           <PublishSquaresSettingsPage embedded />
+          <Separator />
+          <SkillCompressionSettingsPage embedded />
         </>
       )}
     </div>

frontend-web/src/components/workspace/settings/skill-settings-page.tsx

@@ -814,6 +814,15 @@ export function SkillRow({
           {t.settings.skills.badgePinned}
         </Badge>
       )}
+      {skill.always_on && (
+        <Badge
+          variant="outline"
+          className="border-amber-500/30 text-amber-700 dark:text-amber-300 text-xs"
+          title="常驻(免压缩):开启技能压缩后,本技能仍全文注入系统提示词并被正常检索"
+        >
+          常驻
+        </Badge>
+      )}
     </div>
   );
 

frontend-web/src/components/workspace/skills/skill-detail-dialog.tsx

@@ -26,6 +26,7 @@ import {
   DialogTitle,
 } from "@/components/ui/dialog";
 import { Input } from "@/components/ui/input";
+import { Switch } from "@/components/ui/switch";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
 import { Textarea } from "@/components/ui/textarea";
 import { MarkdownContent } from "@/components/workspace/messages/markdown-content";
@@ -37,12 +38,14 @@ import { getStoredAuth } from "@/core/auth";
 import { useI18n } from "@/core/i18n/hooks";
 import {
   useGenerateSkillNameZh,
+  useSetSkillAlwaysOn,
   useSetSkillDetail,
   useSetSkillNameZh,
   useSkill,
   useSkillContent,
   useSkillFiles,
 } from "@/core/skills/hooks";
+import { useSkillCompressionSettings } from "@/core/system-settings/hooks";
 import type { Skill } from "@/core/skills/type";
 import { reasoningPlugins } from "@/core/streamdown";
 import { desensitize } from "@/lib/desensitize";
@@ -105,6 +108,8 @@ export function SkillDetailDialog({
   const setDetail = useSetSkillDetail();
   const setNameZh = useSetSkillNameZh();
   const generateNameZh = useGenerateSkillNameZh();
+  const setAlwaysOn = useSetSkillAlwaysOn();
+  const { data: compression } = useSkillCompressionSettings();
 
   const [editing, setEditing] = useState(false);
   const [draft, setDraft] = useState("");
@@ -327,6 +332,15 @@ export function SkillDetailDialog({
                       {tx.badgePublished}
                     </Badge>
                   )}
+                  {skill?.always_on && compression?.enabled && (
+                    <Badge
+                      variant="outline"
+                      className="border-amber-500/30 text-xs text-amber-700 dark:text-amber-300"
+                      title="常驻(免压缩):本技能始终全文注入系统提示词"
+                    >
+                      常驻
+                    </Badge>
+                  )}
                 </div>
               )}
               <DialogDescription className="mt-1 line-clamp-2 text-sm leading-relaxed">
@@ -372,6 +386,31 @@ export function SkillDetailDialog({
             </TabsList>
 
             <div className="flex shrink-0 items-center gap-1">
+              {canManage && compression?.enabled && skill && (
+                <div
+                  className="mr-1 flex items-center gap-1.5"
+                  title="开启后,即使启用了技能压缩,本技能仍会全文注入系统提示词并被正常检索(免压缩)"
+                >
+                  <span className="text-muted-foreground text-xs">常驻(免压缩)</span>
+                  <Switch
+                    checked={!!skill.always_on}
+                    disabled={setAlwaysOn.isPending}
+                    onCheckedChange={(next) =>
+                      setAlwaysOn.mutate(
+                        { skillName: skill.name, alwaysOn: next },
+                        {
+                          onSuccess: () =>
+                            toast.success(next ? "已设为常驻(免压缩)" : "已取消常驻"),
+                          onError: (e) =>
+                            toast.error(
+                              e instanceof Error ? e.message : "更新常驻状态失败",
+                            ),
+                        },
+                      )
+                    }
+                  />
+                </div>
+              )}
               {selectedTab === "detail" && canManage && !editing && (
                 <Button
                   size="sm"

frontend-web/src/components/workspace/workspace-nav-menu.tsx

@@ -10,6 +10,7 @@ import {
   DatabaseZapIcon,
   GaugeIcon,
   HistoryIcon,
+  MessageCircleQuestionIcon,
   ScrollTextIcon,
   Settings2Icon,
   SettingsIcon,
@@ -216,6 +217,18 @@ export function WorkspaceNavMenu() {
                       岗位管理
                     </DropdownMenuItem>
                   )}
+                  {isAdmin && (
+                    <DropdownMenuItem
+                      onClick={() =>
+                        navigate(
+                          "/page/workspace/settings/recommended-questions",
+                        )
+                      }
+                    >
+                      <MessageCircleQuestionIcon />
+                      推荐问题配置
+                    </DropdownMenuItem>
+                  )}
                   {isAdmin && logSystem?.enabled && logSystem.url && (
                     <DropdownMenuItem
                       onClick={() =>

frontend-web/src/core/knowledge/api.ts

@@ -4,8 +4,11 @@ import { getBackendBaseURL } from "@/core/config";
 import type {
   BatchIngestPayload,
   BatchIngestResult,
+  ExtractTemplateScope,
   GraphExportResult,
   IngestThreadPayload,
+  KnowledgeExtractTemplate,
+  KnowledgeFolder,
   KnowledgeListParams,
   KnowledgeListResponse,
   KnowledgeNote,
@@ -35,6 +38,7 @@ export async function listKnowledgeNotes(params: KnowledgeListParams = {}) {
   if (params.entity) qs.set("entity", params.entity);
   if (params.source_type) qs.set("source_type", params.source_type);
   if (params.status) qs.set("status", params.status);
+  if (params.folder !== undefined) qs.set("folder", params.folder);
   qs.set("limit", String(params.limit ?? 20));
   qs.set("offset", String(params.offset ?? 0));
   return parseResponse<KnowledgeListResponse>(
@@ -54,6 +58,7 @@ export async function createKnowledgeNote(data: {
   summary?: string | null;
   tags?: string[];
   status?: string;
+  folder?: string | null;
 }) {
   const res = await parseResponse<{ note: KnowledgeNote }>(
     await apiFetch(`${baseUrl()}/notes`, {
@@ -73,6 +78,7 @@ export async function updateKnowledgeNote(
     summary: string | null;
     tags: string[];
     status: string;
+    folder: string | null;
   }>,
 ) {
   return parseResponse<KnowledgeNote>(
@@ -138,7 +144,14 @@ export interface IngestFileResult {
 /** Import a file (md/txt/pdf/word/ppt/excel) into the KB as wiki note(s). */
 export async function ingestKnowledgeFile(
   file: File,
-  opts: { title?: string; tags?: string; status?: string; model_name?: string | null } = {},
+  opts: {
+    title?: string;
+    tags?: string;
+    status?: string;
+    model_name?: string | null;
+    template_id?: string | null;
+    folder?: string | null;
+  } = {},
 ) {
   const form = new FormData();
   form.append("file", file);
@@ -146,6 +159,8 @@ export async function ingestKnowledgeFile(
   if (opts.tags) form.append("tags", opts.tags);
   if (opts.status) form.append("status", opts.status);
   if (opts.model_name) form.append("model_name", opts.model_name);
+  if (opts.template_id) form.append("template_id", opts.template_id);
+  if (opts.folder) form.append("folder", opts.folder);
   // No Content-Type header — the browser sets the multipart boundary itself.
   return parseResponse<IngestFileResult>(
     await apiFetch(`${baseUrl()}/ingest/file`, { method: "POST", body: form }),
@@ -284,3 +299,98 @@ export async function removeGraphBlacklist(entryId: string) {
     }),
   );
 }
+
+// --- folders (user-managed directories) ---
+
+export async function listKnowledgeFolders() {
+  const res = await parseResponse<{ items: KnowledgeFolder[] }>(
+    await apiFetch(`${baseUrl()}/folders`),
+  );
+  return res.items;
+}
+
+export async function createKnowledgeFolder(path: string) {
+  const res = await parseResponse<{ folder: KnowledgeFolder }>(
+    await apiFetch(`${baseUrl()}/folders`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ path }),
+    }),
+  );
+  return res.folder;
+}
+
+export async function renameKnowledgeFolder(folderId: string, path: string) {
+  const res = await parseResponse<{ folder: KnowledgeFolder }>(
+    await apiFetch(`${baseUrl()}/folders/${encodeURIComponent(folderId)}`, {
+      method: "PUT",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ path }),
+    }),
+  );
+  return res.folder;
+}
+
+export async function deleteKnowledgeFolder(folderId: string, reassignTo?: string) {
+  const qs = reassignTo ? `?reassign_to=${encodeURIComponent(reassignTo)}` : "";
+  return parseResponse<{ ok: boolean }>(
+    await apiFetch(`${baseUrl()}/folders/${encodeURIComponent(folderId)}${qs}`, {
+      method: "DELETE",
+    }),
+  );
+}
+
+// --- extraction prompt templates ---
+
+export async function listExtractTemplates(scope?: ExtractTemplateScope, enabledOnly = false) {
+  const qs = new URLSearchParams();
+  if (scope) qs.set("scope", scope);
+  if (enabledOnly) qs.set("enabled_only", "true");
+  const q = qs.toString();
+  const res = await parseResponse<{ items: KnowledgeExtractTemplate[] }>(
+    await apiFetch(`${baseUrl()}/extract-templates${q ? `?${q}` : ""}`),
+  );
+  return res.items;
+}
+
+export type ExtractTemplateInput = {
+  name: string;
+  system_prompt: string;
+  scope?: ExtractTemplateScope;
+  description?: string | null;
+  is_default?: boolean;
+  enabled?: boolean;
+};
+
+export async function createExtractTemplate(data: ExtractTemplateInput) {
+  const res = await parseResponse<{ template: KnowledgeExtractTemplate }>(
+    await apiFetch(`${baseUrl()}/extract-templates`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify(data),
+    }),
+  );
+  return res.template;
+}
+
+export async function updateExtractTemplate(
+  templateId: string,
+  data: Partial<ExtractTemplateInput>,
+) {
+  const res = await parseResponse<{ template: KnowledgeExtractTemplate }>(
+    await apiFetch(`${baseUrl()}/extract-templates/${encodeURIComponent(templateId)}`, {
+      method: "PUT",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify(data),
+    }),
+  );
+  return res.template;
+}
+
+export async function deleteExtractTemplate(templateId: string) {
+  return parseResponse<{ ok: boolean }>(
+    await apiFetch(`${baseUrl()}/extract-templates/${encodeURIComponent(templateId)}`, {
+      method: "DELETE",
+    }),
+  );
+}

frontend-web/src/core/knowledge/hooks.ts

@@ -7,7 +7,11 @@ import {
 
 import {
   addGraphBlacklist,
+  createExtractTemplate,
+  createKnowledgeFolder,
   createKnowledgeNote,
+  deleteExtractTemplate,
+  deleteKnowledgeFolder,
   deleteKnowledgeNote,
   exportKnowledgeGraph,
   fetchVaultPage,
@@ -18,14 +22,18 @@ import {
   ingestThread,
   ingestThreadsBatch,
   listDuplicates,
+  listExtractTemplates,
+  listKnowledgeFolders,
   listKnowledgeNotes,
   mergeKnowledgeNotes,
   removeGraphBlacklist,
+  renameKnowledgeFolder,
   resolveNoteWikilinks,
   searchKnowledge,
+  updateExtractTemplate,
   updateKnowledgeNote,
 } from "./api";
-import type { KnowledgeListParams } from "./types";
+import type { ExtractTemplateScope, KnowledgeListParams } from "./types";
 
 const ROOT_KEY = ["knowledge"] as const;
 
@@ -172,3 +180,62 @@ export function useKnowledgeDuplicates(enabled: boolean) {
     refetchOnWindowFocus: false,
   });
 }
+
+// --- folders (user-managed directories) ---
+
+export function useKnowledgeFolders() {
+  return useQuery({
+    queryKey: [...ROOT_KEY, "folders"],
+    queryFn: listKnowledgeFolders,
+    refetchOnWindowFocus: false,
+  });
+}
+
+export function useFolderActions() {
+  const queryClient = useQueryClient();
+  // Folder changes can move notes around → invalidate the whole KB tree.
+  const invalidate = () => queryClient.invalidateQueries({ queryKey: ROOT_KEY });
+  return {
+    create: useMutation({ mutationFn: createKnowledgeFolder, onSuccess: invalidate }),
+    rename: useMutation({
+      mutationFn: ({ folderId, path }: { folderId: string; path: string }) =>
+        renameKnowledgeFolder(folderId, path),
+      onSuccess: invalidate,
+    }),
+    remove: useMutation({
+      mutationFn: ({ folderId, reassignTo }: { folderId: string; reassignTo?: string }) =>
+        deleteKnowledgeFolder(folderId, reassignTo),
+      onSuccess: invalidate,
+    }),
+  };
+}
+
+// --- extraction prompt templates ---
+
+export function useExtractTemplates(scope?: ExtractTemplateScope, enabledOnly = false) {
+  return useQuery({
+    queryKey: [...ROOT_KEY, "extract-templates", scope ?? "all", enabledOnly],
+    queryFn: () => listExtractTemplates(scope, enabledOnly),
+    refetchOnWindowFocus: false,
+  });
+}
+
+export function useExtractTemplateActions() {
+  const queryClient = useQueryClient();
+  const invalidate = () =>
+    queryClient.invalidateQueries({ queryKey: [...ROOT_KEY, "extract-templates"] });
+  return {
+    create: useMutation({ mutationFn: createExtractTemplate, onSuccess: invalidate }),
+    update: useMutation({
+      mutationFn: ({
+        templateId,
+        data,
+      }: {
+        templateId: string;
+        data: Parameters<typeof updateExtractTemplate>[1];
+      }) => updateExtractTemplate(templateId, data),
+      onSuccess: invalidate,
+    }),
+    remove: useMutation({ mutationFn: deleteExtractTemplate, onSuccess: invalidate }),
+  };
+}

frontend-web/src/core/knowledge/types.ts

@@ -31,6 +31,8 @@ export interface KnowledgeNote {
   summary?: string | null;
   content_md: string;
   vault_path?: string | null;
+  /** User-assigned directory (slash-joined path); null/undefined = unfiled. */
+  folder?: string | null;
   source_type: string;
   source_id?: string | null;
   status: KnowledgeStatus;
@@ -58,10 +60,37 @@ export interface KnowledgeListParams {
   entity?: string;
   source_type?: string;
   status?: string;
+  /** Filter to a directory (and its sub-folders); "" = unfiled only. */
+  folder?: string;
   limit?: number;
   offset?: number;
 }
 
+/** A user-managed knowledge directory. */
+export interface KnowledgeFolder {
+  id: string;
+  path: string;
+  name: string;
+  sort_order?: number;
+}
+
+export type ExtractTemplateScope = "thread" | "document" | "both";
+
+/** An editable knowledge-extraction prompt template. */
+export interface KnowledgeExtractTemplate {
+  id: string;
+  name: string;
+  description?: string | null;
+  scope: ExtractTemplateScope;
+  system_prompt: string;
+  is_default: boolean;
+  enabled: boolean;
+  created_by?: string | null;
+  updated_by?: string | null;
+  created_at?: string | null;
+  updated_at?: string | null;
+}
+
 export type WikilinkKind = "note" | "vault" | "missing";
 
 export interface WikilinkResolution {
@@ -105,6 +134,10 @@ export interface IngestThreadPayload {
   background?: boolean;
   /** Optional model override for knowledge extraction (null = configured default). */
   model_name?: string | null;
+  /** Optional extraction-prompt template id (null = scope default). */
+  template_id?: string | null;
+  /** Optional directory to file the result under (slash-joined path). */
+  folder?: string | null;
 }
 
 export interface BatchIngestPayload {
@@ -116,6 +149,10 @@ export interface BatchIngestPayload {
   mode?: "summary" | "full";
   /** Optional model override for knowledge extraction (null = configured default). */
   model_name?: string | null;
+  /** Optional extraction-prompt template id (null = scope default). */
+  template_id?: string | null;
+  /** Optional directory to file results under (slash-joined path). */
+  folder?: string | null;
 }
 
 export interface BatchIngestResult {

frontend-web/src/core/positions/api.ts

@@ -106,6 +106,13 @@ export async function resyncPosition(positionId: string): Promise<number> {
   return data.synced;
 }
 
+export async function getMyPosition(): Promise<Position | null> {
+  const res = await apiFetch(`${base()}/me`);
+  if (!res.ok) throw await parseDetail(res, "Failed to load my position");
+  const data = (await res.json()) as { position: Position | null };
+  return data.position ?? null;
+}
+
 export async function listPositionUsers(): Promise<PositionUser[]> {
   const res = await apiFetch(`${base()}/users`);
   if (!res.ok) throw await parseDetail(res, "Failed to list users");

frontend-web/src/core/positions/hooks.ts

@@ -4,6 +4,7 @@ import {
   addMembers,
   createPosition,
   deletePosition,
+  getMyPosition,
   getTagBindings,
   listMembers,
   listPositionUsers,
@@ -26,12 +27,18 @@ const positionKeys = {
   bindings: (id: string) => ["positions", "bindings", id] as const,
   members: (id: string) => ["positions", "members", id] as const,
   users: ["positions", "users"] as const,
+  me: ["positions", "me"] as const,
 };
 
 export function usePositions() {
   return useQuery({ queryKey: positionKeys.list, queryFn: listPositions });
 }
 
+/** The caller's own effective position (explicit, else default). */
+export function useMyPosition() {
+  return useQuery({ queryKey: positionKeys.me, queryFn: getMyPosition });
+}
+
 export function usePositionUsers() {
   return useQuery({ queryKey: positionKeys.users, queryFn: listPositionUsers });
 }

frontend-web/src/core/skills/api.ts

@@ -65,6 +65,26 @@ export async function enableSkill(skillName: string, enabled: boolean) {
   return response.json();
 }
 
+export async function setSkillAlwaysOn(
+  skillName: string,
+  alwaysOn: boolean,
+): Promise<Skill> {
+  const response = await apiFetch(
+    `${getBackendBaseURL()}/api/skills/${encodeURIComponent(skillName)}/always-on`,
+    {
+      method: "PUT",
+      headers: {
+        "Content-Type": "application/json",
+      },
+      body: JSON.stringify({ always_on: alwaysOn }),
+    },
+  );
+  if (!response.ok) {
+    throw await parseDetailedError(response, "Failed to update skill 常驻 flag");
+  }
+  return response.json() as Promise<Skill>;
+}
+
 export async function setSkillDisplay(
   skillName: string,
   display: SkillDisplayConfig | null,

frontend-web/src/core/skills/hooks.ts

@@ -18,6 +18,7 @@ import {
   installSkillUpload,
   reconcileCustomSkills,
   saveSkillFile,
+  setSkillAlwaysOn,
   setSkillDetail,
   setSkillNameZh,
   setSkillDisplay,
@@ -171,6 +172,24 @@ export function useEnableSkill() {
   });
 }
 
+export function useSetSkillAlwaysOn() {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: ({ skillName, alwaysOn }: { skillName: string; alwaysOn: boolean }) =>
+      setSkillAlwaysOn(skillName, alwaysOn),
+    onSuccess: (data, { skillName }) => {
+      queryClient.setQueryData(["skill", skillName], data);
+      queryClient.setQueriesData<Skill[]>({ queryKey: ["skills"] }, (current) =>
+        Array.isArray(current)
+          ? current.map((item) => (item.name === skillName ? { ...item, ...data } : item))
+          : current,
+      );
+      void queryClient.invalidateQueries({ queryKey: ["skills"] });
+      void queryClient.invalidateQueries({ queryKey: ["skill", skillName] });
+    },
+  });
+}
+
 export function useValidateSkillUpload() {
   return useMutation({
     mutationFn: (file: File) => validateSkillUpload(file),

frontend-web/src/core/skills/type.ts

@@ -48,6 +48,9 @@ export interface Skill {
   category: string;
   license: string;
   enabled: boolean;
+  // 常驻(免压缩) —— 开启技能压缩后,标记此项的技能仍以全文形式注入系统提示词,
+  // 而非被压缩成索引 + search_skills 检索。
+  always_on?: boolean;
   // Multitenancy fields — owner_user_id is null for built-in / public skills.
   // ``builtin`` mirrors that nullness for explicit branching on the UI side.
   owner_user_id?: string | null;

frontend-web/src/core/system-settings/api.ts

@@ -247,6 +247,50 @@ export async function updateCitationDisplaySettings(
   return (await response.json()) as CitationDisplaySettings;
 }
 
+export interface SkillCompressionSettings {
+  enabled: boolean;
+  search_top_n: number;
+  keep_index_in_prompt: boolean;
+}
+
+export interface SkillCompressionUpdate {
+  enabled?: boolean;
+  search_top_n?: number;
+  keep_index_in_prompt?: boolean;
+}
+
+export async function loadSkillCompressionSettings(): Promise<SkillCompressionSettings> {
+  const response = await apiFetch(
+    `${getBackendBaseURL()}/api/system-settings/skill-compression`,
+  );
+  if (!response.ok) {
+    throw new Error(
+      `Failed to load skill compression settings: ${response.status}`,
+    );
+  }
+  return (await response.json()) as SkillCompressionSettings;
+}
+
+export async function updateSkillCompressionSettings(
+  body: SkillCompressionUpdate,
+): Promise<SkillCompressionSettings> {
+  const response = await apiFetch(
+    `${getBackendBaseURL()}/api/system-settings/skill-compression`,
+    {
+      method: "PUT",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify(body),
+    },
+  );
+  if (!response.ok) {
+    const detail = await response
+      .json()
+      .catch(() => ({ detail: "Failed to update skill compression" }));
+    throw new Error(detail.detail ?? "Failed to update skill compression");
+  }
+  return (await response.json()) as SkillCompressionSettings;
+}
+
 export interface LogSystemSettings {
   enabled: boolean;
   url: string;

frontend-web/src/core/system-settings/hooks.ts

@@ -9,18 +9,21 @@ import {
   loadPrivateSquareStatus,
   loadPromptPrefixSettings,
   loadPublishSquares,
+  loadSkillCompressionSettings,
   updateAppearanceSettings,
   updateCitationDisplaySettings,
   updateLeaderboardSettings,
   updatePrivateSquareSettings,
   updatePromptPrefixSettings,
   updatePublishSquares,
+  updateSkillCompressionSettings,
   type AppearanceUpdate,
   type CitationDisplayUpdate,
   type LeaderboardSettingsUpdate,
   type PrivateSquareUpdate,
   type PromptPrefixUpdate,
   type PublishSquaresUpdate,
+  type SkillCompressionUpdate,
   type LayoutMode,
   type ViewMode,
 } from "./api";
@@ -31,6 +34,7 @@ const PUBLISH_SQUARES_KEY = ["systemSettings", "publishSquares"] as const;
 const APPEARANCE_KEY = ["systemSettings", "appearance"] as const;
 const CITATION_DISPLAY_KEY = ["systemSettings", "citationDisplay"] as const;
 const LEADERBOARD_KEY = ["systemSettings", "leaderboard"] as const;
+const SKILL_COMPRESSION_KEY = ["systemSettings", "skillCompression"] as const;
 
 export function usePromptPrefixSettings() {
   return useQuery({
@@ -186,6 +190,29 @@ export function useUpdateCitationDisplaySettings() {
   });
 }
 
+/** Skill compression (技能压缩) settings. Readable by any logged-in user — the
+ * skill detail page reads it to decide whether to show the 常驻(免压缩) toggle. */
+export function useSkillCompressionSettings() {
+  return useQuery({
+    queryKey: SKILL_COMPRESSION_KEY,
+    queryFn: () => loadSkillCompressionSettings(),
+    staleTime: 60_000,
+    refetchOnWindowFocus: false,
+    retry: false,
+  });
+}
+
+export function useUpdateSkillCompressionSettings() {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (body: SkillCompressionUpdate) =>
+      updateSkillCompressionSettings(body),
+    onSuccess: (data) => {
+      queryClient.setQueryData(SKILL_COMPRESSION_KEY, data);
+    },
+  });
+}
+
 export function useLeaderboardSettings() {
   return useQuery({
     queryKey: LEADERBOARD_KEY,

frontend-web/src/pages/KnowledgeBasePage.tsx

@@ -16,6 +16,12 @@ import { Input } from "@/components/ui/input";
 import { ScrollArea } from "@/components/ui/scroll-area";
 import { Textarea } from "@/components/ui/textarea";
 import { EmptyDocumentState } from "@/components/wiki/EmptyDocumentState";
+import {
+  ExtractTemplateManageDialog,
+  FolderManageDialog,
+  FolderSelect,
+  TemplateSelect,
+} from "@/components/wiki/KnowledgeManage";
 import { KnowledgeSidebar } from "@/components/wiki/KnowledgeSidebar";
 import { WikiContent } from "@/components/wiki/WikiContent";
 import { WikiHeader } from "@/components/wiki/WikiHeader";
@@ -28,6 +34,7 @@ import { ModelNameSelect } from "@/components/workspace/model-name-select";
 import {
   useKnowledgeActions,
   useKnowledgeDuplicates,
+  useKnowledgeFolders,
   useKnowledgeNote,
   useKnowledgeNotes,
   useNoteWikilinks,
@@ -70,11 +77,13 @@ function CreateNoteDialog({
   const [title, setTitle] = useState("");
   const [tags, setTags] = useState("");
   const [content, setContent] = useState("");
+  const [folder, setFolder] = useState<string | null>(null);
 
   const reset = () => {
     setTitle("");
     setTags("");
     setContent("");
+    setFolder(null);
   };
 
   const handleSubmit = async () => {
@@ -91,6 +100,7 @@ function CreateNoteDialog({
           .map((t) => t.trim())
           .filter(Boolean),
         status: "approved",
+        folder,
       });
       toast.success("知识已创建");
       onOpenChange(false);
@@ -119,6 +129,10 @@ function CreateNoteDialog({
             value={tags}
             onChange={(e) => setTags(e.target.value)}
           />
+          <label className="flex items-center justify-between gap-2 text-sm">
+            目录
+            <FolderSelect value={folder} onChange={setFolder} triggerClassName="w-[14rem]" />
+          </label>
           <Textarea
             placeholder="Markdown 正文"
             rows={12}
@@ -152,6 +166,8 @@ function BatchImportDialog({
   const [skipExisting, setSkipExisting] = useState(true);
   // Optional model override for extraction (null = configured default).
   const [model, setModel] = useState<string | null>(null);
+  const [template, setTemplate] = useState<string | null>(null);
+  const [folder, setFolder] = useState<string | null>(null);
 
   const handleRun = async () => {
     try {
@@ -161,6 +177,8 @@ function BatchImportDialog({
         status: "approved",
         include_sources: true,
         model_name: model,
+        template_id: template,
+        folder,
       });
       const base = `批量导入完成：新增 ${result.created}，跳过 ${result.skipped}，失败 ${result.failed}`;
       if (result.llm_fallback && result.llm_fallback > 0) {
@@ -217,6 +235,25 @@ function BatchImportDialog({
               triggerClassName="h-9 w-[11rem]"
             />
           </label>
+          <label className="flex items-center justify-between gap-2 text-sm">
+            抽取模板
+            <TemplateSelect
+              value={template}
+              onChange={setTemplate}
+              scope="thread"
+              disabled={batchIngest.isPending}
+              triggerClassName="w-[11rem]"
+            />
+          </label>
+          <label className="flex items-center justify-between gap-2 text-sm">
+            归入目录
+            <FolderSelect
+              value={folder}
+              onChange={setFolder}
+              disabled={batchIngest.isPending}
+              triggerClassName="w-[11rem]"
+            />
+          </label>
         </div>
         <DialogFooter>
           <Button variant="outline" onClick={() => onOpenChange(false)}>
@@ -244,12 +281,16 @@ function ImportFileDialog({
   const [title, setTitle] = useState("");
   const [tags, setTags] = useState("");
   const [model, setModel] = useState<string | null>(null);
+  const [template, setTemplate] = useState<string | null>(null);
+  const [folder, setFolder] = useState<string | null>(null);
 
   const reset = () => {
     setFile(null);
     setTitle("");
     setTags("");
     setModel(null);
+    setTemplate(null);
+    setFolder(null);
   };
 
   const handleImport = async () => {
@@ -265,6 +306,8 @@ function ImportFileDialog({
           tags: tags.trim() || undefined,
           status: "approved",
           model_name: model,
+          template_id: template,
+          folder,
         },
       });
       const count = result.notes?.length ?? 1;
@@ -330,6 +373,25 @@ function ImportFileDialog({
               triggerClassName="h-9 w-[11rem]"
             />
           </label>
+          <label className="flex items-center justify-between gap-2 text-sm">
+            抽取模板
+            <TemplateSelect
+              value={template}
+              onChange={setTemplate}
+              scope="document"
+              disabled={ingestFile.isPending}
+              triggerClassName="w-[11rem]"
+            />
+          </label>
+          <label className="flex items-center justify-between gap-2 text-sm">
+            归入目录
+            <FolderSelect
+              value={folder}
+              onChange={setFolder}
+              disabled={ingestFile.isPending}
+              triggerClassName="w-[11rem]"
+            />
+          </label>
         </div>
         <DialogFooter>
           <Button variant="outline" onClick={() => onOpenChange(false)}>
@@ -478,6 +540,8 @@ export default function KnowledgeBasePage() {
   const [batchOpen, setBatchOpen] = useState(false);
   const [importOpen, setImportOpen] = useState(false);
   const [dedupOpen, setDedupOpen] = useState(false);
+  const [foldersOpen, setFoldersOpen] = useState(false);
+  const [templatesOpen, setTemplatesOpen] = useState(false);
   const [vaultPath, setVaultPath] = useState<string | null>(null);
 
   const params = useMemo(
@@ -491,8 +555,13 @@ export default function KnowledgeBasePage() {
   );
 
   const { data, isLoading } = useKnowledgeNotes(params);
+  const { data: folders = [] } = useKnowledgeFolders();
   const notes = data?.items ?? [];
-  const tree = useMemo(() => buildKnowledgeTree(notes), [notes]);
+  const folderPaths = useMemo(() => folders.map((f) => f.path), [folders]);
+  const tree = useMemo(
+    () => buildKnowledgeTree(notes, folderPaths),
+    [notes, folderPaths],
+  );
 
   const { data: note, isLoading: noteLoading } = useKnowledgeNote(noteId);
   const { data: wikiLinks } = useNoteWikilinks(noteId);
@@ -571,6 +640,8 @@ export default function KnowledgeBasePage() {
         onDedup={() => setDedupOpen(true)}
         onGraph={() => navigate("/page/workspace/knowledge/graph")}
         onCreate={() => setCreateOpen(true)}
+        onManageFolders={() => setFoldersOpen(true)}
+        onManageTemplates={() => setTemplatesOpen(true)}
       />
 
       <div
@@ -636,6 +707,8 @@ export default function KnowledgeBasePage() {
       <ImportFileDialog open={importOpen} onOpenChange={setImportOpen} />
       <BatchImportDialog open={batchOpen} onOpenChange={setBatchOpen} />
       <DedupDialog open={dedupOpen} onOpenChange={setDedupOpen} />
+      <FolderManageDialog open={foldersOpen} onOpenChange={setFoldersOpen} />
+      <ExtractTemplateManageDialog open={templatesOpen} onOpenChange={setTemplatesOpen} />
       <VaultPageDialog
         path={vaultPath}
         onOpenChange={(open) => {

frontend-web/src/pages/SkillCompressionSettingsPage.tsx

@@ -0,0 +1,141 @@
+"use client";
+
+import { Loader2Icon } from "lucide-react";
+import { useEffect, useRef, useState } from "react";
+import { toast } from "sonner";
+
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Switch } from "@/components/ui/switch";
+import {
+  useSkillCompressionSettings,
+  useUpdateSkillCompressionSettings,
+} from "@/core/system-settings/hooks";
+
+/**
+ * 管理员「技能压缩」配置页。
+ *
+ * 开启后,只有被标记为「常驻(免压缩)」的技能会全文注入系统提示词;其余已启用
+ * 技能会被压缩(从提示词正文剔除),由智能体在需要时通过 `search_skills` 工具
+ * 按关键词检索调出。关闭时行为不变 —— 所有已启用技能全文注入。
+ */
+export default function SkillCompressionSettingsPage({
+  embedded = false,
+}: {
+  embedded?: boolean;
+} = {}) {
+  const { data, isLoading, error } = useSkillCompressionSettings();
+  const update = useUpdateSkillCompressionSettings();
+
+  const [enabled, setEnabled] = useState(false);
+  const [keepIndex, setKeepIndex] = useState(true);
+  const [searchTopN, setSearchTopN] = useState(5);
+  const initializedRef = useRef(false);
+
+  useEffect(() => {
+    if (!data || initializedRef.current) return;
+    setEnabled(data.enabled);
+    setKeepIndex(data.keep_index_in_prompt);
+    setSearchTopN(data.search_top_n);
+    initializedRef.current = true;
+  }, [data]);
+
+  const handleSave = async () => {
+    const topN = Math.max(1, Math.min(Math.round(searchTopN) || 5, 50));
+    try {
+      await update.mutateAsync({
+        enabled,
+        keep_index_in_prompt: keepIndex,
+        search_top_n: topN,
+      });
+      setSearchTopN(topN);
+      toast.success("已保存");
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "保存失败");
+    }
+  };
+
+  return (
+    <div
+      className={
+        embedded
+          ? "flex w-full flex-col gap-6"
+          : "mx-auto flex w-full max-w-2xl flex-col gap-6 px-6 py-10"
+      }
+    >
+      <div>
+        <h1 className={embedded ? "text-base font-semibold" : "text-xl font-semibold"}>
+          技能压缩配置
+        </h1>
+        <p className="text-muted-foreground mt-1 text-sm">
+          技能过多会让系统提示词变得臃肿、增加 token 消耗。开启「技能压缩」后,只有被标记为
+          「常驻(免压缩)」的技能会全文注入系统提示词;其余已启用技能会被压缩,智能体在需要时
+          通过 <code>search_skills</code> 工具按关键词检索调出。关闭时行为不变 ——
+          所有已启用技能全文注入。某个技能是否常驻,在该技能的详情页单独开启。
+        </p>
+      </div>
+
+      {isLoading ? (
+        <div className="flex items-center justify-center py-16">
+          <Loader2Icon className="text-muted-foreground size-6 animate-spin" />
+        </div>
+      ) : error ? (
+        <div className="text-destructive rounded-xl border border-dashed py-16 text-center text-sm">
+          加载失败：{error.message}
+        </div>
+      ) : (
+        <div className="flex flex-col gap-5 rounded-xl border bg-white px-5 py-5 dark:border-[#213D5E] dark:bg-[#02244C] dark:text-white">
+          <div className="flex items-center justify-between gap-4">
+            <div>
+              <div className="text-sm font-medium">启用技能压缩</div>
+              <div className="text-muted-foreground mt-0.5 text-xs">
+                关闭时,所有已启用技能照旧全文注入系统提示词(默认行为)。
+              </div>
+            </div>
+            <Switch checked={enabled} onCheckedChange={setEnabled} />
+          </div>
+
+          <div className="flex items-center justify-between gap-4">
+            <div>
+              <div className="text-sm font-medium">保留技能名索引</div>
+              <div className="text-muted-foreground mt-0.5 text-xs">
+                开启后,被压缩的技能仍以「仅名字」的紧凑列表出现在提示词里,帮助智能体知道存在
+                哪些技能;关闭则完全隐藏,只能靠 search_skills 检索发现。
+              </div>
+            </div>
+            <Switch
+              checked={keepIndex}
+              disabled={!enabled}
+              onCheckedChange={setKeepIndex}
+            />
+          </div>
+
+          <div className="flex flex-col gap-1.5">
+            <p className="text-sm font-medium">检索返回条数</p>
+            <p className="text-muted-foreground text-xs">
+              search_skills 工具每次最多返回的匹配技能数量(1–50)。
+            </p>
+            <Input
+              type="number"
+              min={1}
+              max={50}
+              value={searchTopN}
+              disabled={!enabled}
+              onChange={(e) => setSearchTopN(Number(e.target.value))}
+              className="w-28"
+            />
+          </div>
+
+          <div className="flex justify-end">
+            <Button onClick={handleSave} disabled={update.isPending}>
+              {update.isPending && (
+                <Loader2Icon className="mr-1.5 size-4 animate-spin" />
+              )}
+              保存
+            </Button>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

frontend-web/src/pages/WorkspaceRoutes.tsx

@@ -32,6 +32,7 @@ import MemoryPage from './MemoryPage';
 import PromptPrefixSettingsPage from './PromptPrefixSettingsPage';
 import PrivateSquareSettingsPage from './PrivateSquareSettingsPage';
 import PublishSquaresSettingsPage from './PublishSquaresSettingsPage';
+import SkillCompressionSettingsPage from './SkillCompressionSettingsPage';
 import SkillEvolutionPage from './SkillEvolutionPage';
 import SkillsPage from './SkillsPage';
 import UsersPage from './UsersPage';
@@ -534,6 +535,18 @@ export default function WorkspaceRoutes({
             )
           }
         />
+        <Route
+          path="settings/skill-compression"
+          element={
+            getStoredAuth()?.system_role === 'admin' ? (
+              <WorkspaceLayout {...layoutProps}>
+                <SkillCompressionSettingsPage />
+              </WorkspaceLayout>
+            ) : (
+              <Navigate to="/page/workspace/chats/new" replace />
+            )
+          }
+        />
         <Route
           path="settings/llm-metrics"
           element={

frontend-web/src/strategy-components/Header.tsx

@@ -8,6 +8,7 @@ import { NotificationDialog } from "@/components/workspace/notification-dialog";
 import { getStoredAuth } from "@/core/auth";
 import { isWujieEnv } from "@/core/embed/wujie";
 import { useUnreadCount } from "@/core/notifications";
+import { useMyPosition } from "@/core/positions";
 import type { MenuItem } from "@/core/page-layout/sidebar-menu";
 import { useSidebarMenuItems } from "@/core/page-layout/use-sidebar-menu";
 import { cn } from "@/lib/utils";
@@ -128,6 +129,8 @@ const Header = ({ collapsed }: HeaderProps) => {
   const auth = getStoredAuth();
   const isAdmin = auth?.system_role === "admin";
   const visibleMenuItems = useSidebarMenuItems(!!isAdmin);
+  const { data: myPosition } = useMyPosition();
+  const positionName = myPosition?.name?.trim() || "";
 
   // 登录时写入的真实用户名（外部登录存于 localStorage.userInfo.userName）；
   // 缺省回退到 stored auth 的邮箱前缀。
@@ -277,6 +280,11 @@ const Header = ({ collapsed }: HeaderProps) => {
           <p className="text-sm leading-tight font-medium text-white">
             {displayName}
           </p>
+          {positionName && (
+            <p className="text-[11px] leading-tight text-white/70">
+              {positionName}
+            </p>
+          )}
         </div>
         <ChevronDown
           className={cn(

offline-backend-20260512/backend/CLAUDE.md

@@ -163,7 +163,7 @@ Lead-agent middlewares are assembled in strict append order across `packages/har
 6. **GuardrailMiddleware** - Pre-tool-call authorization via pluggable `GuardrailProvider` protocol (optional, if `guardrails.enabled` in config). Evaluates each tool call and returns error ToolMessage on deny. Three provider options: built-in `AllowlistProvider` (zero deps), OAP policy providers (e.g. `aport-agent-guardrails`), or custom providers. See [docs/GUARDRAILS.md](docs/GUARDRAILS.md) for setup, usage, and how to implement a provider.
 7. **SandboxAuditMiddleware** - Audits sandboxed shell/file operations for security logging before tool execution continues
 8. **ToolErrorHandlingMiddleware** - Converts tool exceptions into error `ToolMessage`s so the run can continue instead of aborting
-9. **SummarizationMiddleware** (`DeerFlowSummarizationMiddleware`) - Context reduction when approaching token limits (optional, if enabled). **Non-destructive**: overrides the stock `before_model` (which persists a `RemoveMessage(REMOVE_ALL_MESSAGES)`) to a no-op and instead compresses **transiently** in `wrap_model_call` ? the model request is replaced with `[summary, *recent]` while the full original conversation stays in state (so the frontend keeps rendering the user's real Q&A). The `summary` message is `hide_from_ui` and never persisted; summaries are cached **per-thread in a process-wide, thread-safe LRU** (`_GLOBAL_SUMMARY_CACHE`, bounded to 512 threads, sticky boundary). The cache is module-level — **not** on the middleware instance — because `make_lead_agent` rebuilds a fresh middleware on every run; an instance cache would be cold each turn and force a blocking summary LLM call on every turn of a long conversation. Keyed by `thread_id` (resolved like `ThreadDataMiddleware`), so a summary computed on one turn is reused on the next, paying for an LLM call only on the first threshold crossing or a genuine re-compaction. **Threshold-first gating**: `_plan_compression` returns passthrough (no compression at all) whenever the *full* current conversation is still under the trigger — the cache/summary substitution only engages once the real context crosses the configured trigger. When the genuine (blocking) summarize path runs, it emits a `{"type":"context_compacting","message":"正在压缩上下文…"}` event on LangGraph's `custom` stream channel (the cheap reuse path stays silent); the chat frontend's `onCustomEvent` renders it as a transient toast. Tests: `tests/test_summarization_middleware.py`
+9. **SummarizationMiddleware** (`DeerFlowSummarizationMiddleware`) - Context reduction when approaching token limits (optional, if enabled). **Non-destructive**: overrides the stock `before_model` (which persists a `RemoveMessage(REMOVE_ALL_MESSAGES)`) to a no-op and instead compresses **transiently** in `wrap_model_call` ? the model request is replaced with `[summary, *recent]` while the full original conversation stays in state (so the frontend keeps rendering the user's real Q&A). The `summary` message is `hide_from_ui` and never persisted; summaries are cached **per-thread in a process-wide, thread-safe LRU** (`_GLOBAL_SUMMARY_CACHE`, bounded to 512 threads, sticky boundary). The cache is module-level — **not** on the middleware instance — because `make_lead_agent` rebuilds a fresh middleware on every run; an instance cache would be cold each turn and force a blocking summary LLM call on every turn of a long conversation. Keyed by `thread_id` (resolved like `ThreadDataMiddleware`), so a summary computed on one turn is reused on the next, paying for an LLM call only on the first threshold crossing or a genuine re-compaction. **Threshold-first gating**: `_plan_compression` returns passthrough (no compression at all) whenever the *full* current conversation is still under the trigger — the cache/summary substitution only engages once the real context crosses the configured trigger. **Stickiness headroom** (`_apply_stickiness_headroom`, `_KEEP_HEADROOM_FRACTION=0.75`): after the `keep` policy picks a cutoff, the kept suffix is forced below ~75% of *every* trigger before summarizing. Without it a `keep` in *messages* (e.g. 20) can itself exceed a *token* trigger (e.g. 60000) when recent messages are large (tool outputs / pasted docs), leaving the "compressed" context still over the trigger so it re-summarizes on every follow-up question; the headroom makes the sticky boundary actually stick (re-compaction only after genuinely new content). When the genuine (blocking) summarize path runs, it emits a `{"type":"context_compacting","message":"正在压缩上下文…"}` event on LangGraph's `custom` stream channel (the cheap reuse path stays silent); the chat frontend's `onCustomEvent` renders it as a transient toast. Tests: `tests/test_summarization_middleware.py`
 10. **TodoListMiddleware** - Task tracking with `write_todos` tool (optional, if plan_mode)
 11. **TokenUsageMiddleware** - Records token usage metrics when token tracking is enabled (optional)
 12. **TitleMiddleware** - Two-phase auto-title (never shows "untitled"): `before_model` sets an instant question-derived *provisional* title the moment the first user message arrives (no LLM, zero latency), then `after_model` asynchronously generates the final LLM title and replaces it (tracked via the `title_provisional` state flag). Normalizes structured message content before prompting the title model
@@ -175,7 +175,7 @@ Lead-agent middlewares are assembled in strict append order across `packages/har
 18. **ClarificationMiddleware** - Intercepts `ask_clarification` tool calls, interrupts via `Command(goto=END)` (must be last)
 8a. **ToolMetricsMiddleware** - Appended immediately after `ToolErrorHandlingMiddleware` in `_build_runtime_middlewares`, so it sits *deepest* in the `wrap_tool_call` chain. Records one `tool_call_metrics` row per tool/skill/MCP invocation ? timing duration and bucketing failures into a coarse `error_category` (rate_limited / ip_blocked / auth_error / timeout / network_error / not_found / empty_result / tool_error). It catches both raised exceptions (before #8 converts them) and *self-handled* errors returned as error `ToolMessage`s (search tools that swallow HTTP 429/403). It also captures the targeted Agent Skill into `tool_call_metrics.skill_name`: the lead agent invokes a skill by `read_file`-ing its `/mnt/skills/<category>/<name>/SKILL.md` path (per the `<skill_system>` prompt block ? there is no dedicated "use skill" tool), so `skill_name` is recovered by scanning every tool call's string arguments for the `skills/{public,custom}/{name}/` path shape (`_SKILL_PATH_RE`), plus the explicit `name` argument of `skill_view`/`skill_manage`/`skill_archive`. `skill_view`-specific success detection handles its swallowed failures (`Skill 'x' not found.` returned as a plain string rather than raised). Regression coverage: `tests/test_tool_metrics_middleware.py`. Writes are best-effort fire-and-forget. **Per-run skill merging**: `SqlToolMetricsStore.record` upserts skill rows by `(run_id, skill_name)` instead of inserting one row per call ? a skill touched by several tool calls / retries inside one run collapses to a single row. Any success in the run wins (a skill that failed then finally succeeded is recorded as one `success`); a skill that only ever failed yields one `error` row whose `error_message` accumulates every attempt's message; durations are summed. Non-skill tool calls, and skill calls with no `run_id`, keep one row each. The read?merge?write is guarded by a per-event-loop `asyncio.Lock`. Surfaced by the admin `GET /api/admin/tool-metrics` router (which has a `kind=skill` filter and a per-skill `/summary` breakdown).
 9. **PromptPrefixMiddleware** - Injects the admin-configured prompt prefix into the model request only. The prefix is tagged onto the first human message's `additional_kwargs['prompt_prefix']` by the Gateway (`app.gateway.services`) and prepended to content here at call time, so the persisted/displayed message stays prefix-free
-10. **SummarizationMiddleware** (`DeerFlowSummarizationMiddleware`) - Context reduction when approaching token limits (optional, if enabled). **Non-destructive**: overrides the stock `before_model` (which persists a `RemoveMessage(REMOVE_ALL_MESSAGES)`) to a no-op and instead compresses **transiently** in `wrap_model_call` ? the model request is replaced with `[summary, *recent]` while the full original conversation stays in state (so the frontend keeps rendering the user's real Q&A). The `summary` message is `hide_from_ui` and never persisted; summaries are cached **per-thread in a process-wide, thread-safe LRU** (`_GLOBAL_SUMMARY_CACHE`, bounded to 512 threads, sticky boundary). The cache is module-level — **not** on the middleware instance — because `make_lead_agent` rebuilds a fresh middleware on every run; an instance cache would be cold each turn and force a blocking summary LLM call on every turn of a long conversation. Keyed by `thread_id` (resolved like `ThreadDataMiddleware`), so a summary computed on one turn is reused on the next, paying for an LLM call only on the first threshold crossing or a genuine re-compaction. **Threshold-first gating**: `_plan_compression` returns passthrough (no compression at all) whenever the *full* current conversation is still under the trigger — the cache/summary substitution only engages once the real context crosses the configured trigger. When the genuine (blocking) summarize path runs, it emits a `{"type":"context_compacting","message":"正在压缩上下文…"}` event on LangGraph's `custom` stream channel (the cheap reuse path stays silent); the chat frontend's `onCustomEvent` renders it as a transient toast. Tests: `tests/test_summarization_middleware.py`
+10. **SummarizationMiddleware** (`DeerFlowSummarizationMiddleware`) - Context reduction when approaching token limits (optional, if enabled). **Non-destructive**: overrides the stock `before_model` (which persists a `RemoveMessage(REMOVE_ALL_MESSAGES)`) to a no-op and instead compresses **transiently** in `wrap_model_call` ? the model request is replaced with `[summary, *recent]` while the full original conversation stays in state (so the frontend keeps rendering the user's real Q&A). The `summary` message is `hide_from_ui` and never persisted; summaries are cached **per-thread in a process-wide, thread-safe LRU** (`_GLOBAL_SUMMARY_CACHE`, bounded to 512 threads, sticky boundary). The cache is module-level — **not** on the middleware instance — because `make_lead_agent` rebuilds a fresh middleware on every run; an instance cache would be cold each turn and force a blocking summary LLM call on every turn of a long conversation. Keyed by `thread_id` (resolved like `ThreadDataMiddleware`), so a summary computed on one turn is reused on the next, paying for an LLM call only on the first threshold crossing or a genuine re-compaction. **Threshold-first gating**: `_plan_compression` returns passthrough (no compression at all) whenever the *full* current conversation is still under the trigger — the cache/summary substitution only engages once the real context crosses the configured trigger. **Stickiness headroom** (`_apply_stickiness_headroom`, `_KEEP_HEADROOM_FRACTION=0.75`): after the `keep` policy picks a cutoff, the kept suffix is forced below ~75% of *every* trigger before summarizing. Without it a `keep` in *messages* (e.g. 20) can itself exceed a *token* trigger (e.g. 60000) when recent messages are large (tool outputs / pasted docs), leaving the "compressed" context still over the trigger so it re-summarizes on every follow-up question; the headroom makes the sticky boundary actually stick (re-compaction only after genuinely new content). When the genuine (blocking) summarize path runs, it emits a `{"type":"context_compacting","message":"正在压缩上下文…"}` event on LangGraph's `custom` stream channel (the cheap reuse path stays silent); the chat frontend's `onCustomEvent` renders it as a transient toast. Tests: `tests/test_summarization_middleware.py`
 11. **TodoListMiddleware** - Task tracking with `write_todos` tool (optional, if plan_mode)
 12. **TokenUsageMiddleware** - Records token usage metrics when token tracking is enabled (optional)
 13. **TitleMiddleware** - Two-phase auto-title (never shows "untitled"): `before_model` sets an instant question-derived *provisional* title the moment the first user message arrives (no LLM, zero latency), then `after_model` asynchronously generates the final LLM title and replaces it (tracked via the `title_provisional` state flag). Normalizes structured message content before prompting the title model
@@ -252,7 +252,7 @@ FastAPI application on port 8001 with health check at `GET /health`. Set `GATEWA
 | **HTML Page Favorites** (`/api/html-page-favorites`) | Bookmarked generated HTML pages, owner-scoped. `GET /` - list; `POST /` `{page_id, title?, description?, tags?}` - bookmark a `scheduled_html_pages` row (extracts a reusable style/layout summary via GLM5 at favorite time); a page can only be favorited once per user (`DuplicateFavoriteError` ? HTTP 409). `GET/DELETE /{id}` - read/delete (the create-task reference picker deletes favorites here). A favorite can be selected as a style reference when creating a new `html_page` task. |
 | **Public Scheduled Tasks** (`/api/public/scheduled-tasks`) | **Unauthenticated** mirror for embedding. Adds `GET /runs/{rid}/html` and `GET /{task_id}/latest-html` for the `html_page` preview; the run result keeps `result.html` (only file paths are redacted). |
 | **Light Apps** (`/api/light-apps`) | Light-app registry (????? / ????), **global/shared** (no user scoping; `created_by`/`updated_by` audit-only). Two kinds: `window_open` (launched in a new tab from the ???? card grid) and `iframe` (embedded under a parent sidebar menu via `mount_location` and dynamically injected into the sidebar). Both carry `route_params` ? a list of `{key, paramType: login\|theme, source, customValue, themeValue}` descriptors the **frontend** resolves at launch time (login params read from `localStorage.userInfo`; theme params use a literal value) and appends to `url` as query string. `GET /` - list (filters `app_type`/`mount_location`/`enabled_only`/`search`); `GET /{app_id}` - read one (both open to any authenticated user); `POST /`, `PUT /{app_id}`, `DELETE /{app_id}` - **admin only**; iframe apps must carry a `mount_location` (400 otherwise); the unique `name` collides as HTTP 409. Backed by `deerflow.persistence.light_apps` (table `light_apps`, auto-created by `create_all`); store wired in `deps.py` as `app.state.light_app_store`. Tests: `tests/test_light_apps.py`. |
-| **Knowledge** (`/api/knowledge`) | Product knowledge base, **global/shared** (no user isolation; writes record `created_by`/`updated_by` for audit). `POST /ingest/thread/{thread_id}` - sediment one thread into a note (reads messages from the checkpointer, `threads:read` owner-checked); `POST /ingest/threads/batch` - batch-sediment the caller's recent threads (`skip_existing` via `.manifest.json` dedup). **Optional model selection**: both ingest endpoints accept `model_name` (overrides `knowledge.extract_model_name` for that capture; threaded through `KnowledgeService.capture_thread` ? `extract_thread_llm_multi`). **Model-error surfacing**: when the chosen model produces nothing usable (timeout / API error / non-JSON) capture still **falls back to rule-based extraction and lands a draft** (`llm_fallback:true`); the single-thread (non-background) response and the batch response (`llm_fallback` count) carry this so the UI tells the user "???????". The "??????" chat button stays background/fire-and-forget (passes `model_name`, no per-save error toast); the batch-import dialog is synchronous and shows the fallback count. `POST /ingest/file` - **import an uploaded file** (multipart: `file` + optional `title`/`tags`/`status`/`model_name`) into wiki note(s): the file is converted to Markdown (md/txt read directly, pdf/word/ppt/excel via `convert_file_to_markdown`), distilled by the same wiki-capture LLM pipeline as thread capture (`source_type="file"`), and falls back to a verbatim **draft** note when the model returns nothing usable (`llm_fallback:true`); `POST /ingest/search` - sediment search/tool results as a reference note; `POST /notes` - manual note; `GET /notes` (keyword/tag/source_type/status + pagination); `GET/PUT/DELETE /notes/{id}` (DELETE is soft = archive, `?hard=true` removes the vault file); `POST /search` - `mode=keyword\|vector\|hybrid` (vector?keyword fallback when no embedding endpoint); `GET /notes/{id}/versions` - edit history; `GET /duplicates` + `POST /merge` - dedup; `POST /reindex` - rebuild vector index; `GET /graph` - product graph data (notes + entities, graph-blacklist filtered); `GET/POST /graph/blacklist` + `DELETE /graph/blacklist/{id}` - graph node blacklist (labels = entity names / note titles, case-insensitive match; blacklisted nodes and their edges are dropped from `/graph` and the wiki-export artifacts; table `knowledge_graph_blacklist`, auto-created); `POST /export/graph` + `GET /export/files/{graph.json\|graph.html\|graph.graphml\|cypher.txt}` - obsidian-wiki `wiki-export` artifacts (self-contained `graph.html` for iframe); `POST /resolve` `{targets:[?]}` + `GET /notes/{id}/wikilinks` - resolve `[[wikilink]]` targets to a note id / vault page / missing (powers clickable wikilinks); `GET /vault-page?path=` - read a raw vault meta/hub Markdown page (no DB note). Backed by the `deerflow.knowledge` module (see below). |
+| **Knowledge** (`/api/knowledge`) | Product knowledge base, **global/shared** (no user isolation; writes record `created_by`/`updated_by` for audit). `POST /ingest/thread/{thread_id}` - sediment one thread into a note (reads messages from the checkpointer, `threads:read` owner-checked); `POST /ingest/threads/batch` - batch-sediment the caller's recent threads (`skip_existing` via `.manifest.json` dedup). **Optional model selection**: both ingest endpoints accept `model_name` (overrides `knowledge.extract_model_name` for that capture; threaded through `KnowledgeService.capture_thread` ? `extract_thread_llm_multi`). **Model-error surfacing**: when the chosen model produces nothing usable (timeout / API error / non-JSON) capture still **falls back to rule-based extraction and lands a draft** (`llm_fallback:true`); the single-thread (non-background) response and the batch response (`llm_fallback` count) carry this so the UI tells the user "???????". The "??????" chat button stays background/fire-and-forget (passes `model_name`, no per-save error toast); the batch-import dialog is synchronous and shows the fallback count. `POST /ingest/file` - **import an uploaded file** (multipart: `file` + optional `title`/`tags`/`status`/`model_name`) into wiki note(s): the file is converted to Markdown (md/txt read directly, pdf/word/ppt/excel via `convert_file_to_markdown`), distilled by the same wiki-capture LLM pipeline as thread capture (`source_type="file"`), and falls back to a verbatim **draft** note when the model returns nothing usable (`llm_fallback:true`); `POST /ingest/search` - sediment search/tool results as a reference note; `POST /notes` - manual note; `GET /notes` (keyword/tag/source_type/status + pagination); `GET/PUT/DELETE /notes/{id}` (DELETE is soft = archive, `?hard=true` removes the vault file); `POST /search` - `mode=keyword\|vector\|hybrid` (vector?keyword fallback when no embedding endpoint); `GET /notes/{id}/versions` - edit history; `GET /duplicates` + `POST /merge` - dedup; `POST /reindex` - rebuild vector index; `GET /graph` - product graph data (notes + entities, graph-blacklist filtered); `GET/POST /graph/blacklist` + `DELETE /graph/blacklist/{id}` - graph node blacklist (labels = entity names / note titles, case-insensitive match; blacklisted nodes and their edges are dropped from `/graph` and the wiki-export artifacts; table `knowledge_graph_blacklist`, auto-created); `POST /export/graph` + `GET /export/files/{graph.json\|graph.html\|graph.graphml\|cypher.txt}` - obsidian-wiki `wiki-export` artifacts (self-contained `graph.html` for iframe); `POST /resolve` `{targets:[?]}` + `GET /notes/{id}/wikilinks` - resolve `[[wikilink]]` targets to a note id / vault page / missing (powers clickable wikilinks); `GET /vault-page?path=` - read a raw vault meta/hub Markdown page (no DB note). `GET/POST /folders` + `PUT/DELETE /folders/{id}` - user-managed directories (notes carry a `folder` path; `GET /notes?folder=` filters a dir + sub-dirs); `GET/POST /extract-templates` + `GET/PUT/DELETE /extract-templates/{id}` - editable extraction-prompt templates (thread/document ingest accept `template_id`; capture/PUT-note accept `folder`). Backed by the `deerflow.knowledge` module (see below). |
 
 Proxied through nginx: `/api/langgraph/*` ? LangGraph, all other `/api/*` ? Gateway.
 
@@ -316,6 +316,14 @@ Self-contained product knowledge base. **All knowledge capability lives in this
 - **Phase 3 ? governance**: `sensitive.py` redacts secrets/PII before persistence (`sensitive_redaction_enabled`); every update snapshots `knowledge_note_versions` (`GET /notes/{id}/versions`); `GET /duplicates` + `POST /merge` for dedup; background `AutoIngestQueue` (wired in `deps.py`, started/stopped in the gateway lifespan) auto-sediments finished conversations **off the chat path** when `auto_ingest_enabled` ? enqueued from `KnowledgeRagMiddleware.after_agent`, value-judged by min-chars + `skip_existing`, landing as `draft`.
 - **Phase 4 ? graph**: LLM extraction also yields entities/relations ? `knowledge_entities`/`knowledge_relations`; `exporter.build_graph` adds entity nodes + note?entity/entity?entity edges (reflected in `graph.html`/`graph.json`); `GET /graph` returns product graph data.
 
+**User directories + editable extraction templates + display polish (knowledge UX overhaul):**
+- **Custom directories (`knowledge_notes.folder` + `knowledge_folders`)** ? notes carry a free-form, slash-joined `folder` path (e.g. `投研/行业`) independent of the wiki-capture `category` and of `vault_path`. `knowledge_folders` is the manageable directory list (supports empty folders + rename/move that re-points descendant folders **and** filed notes). Router CRUD under `/api/knowledge/folders` (`GET`/`POST`/`PUT/{id}`/`DELETE/{id}?reassign_to=`); `GET /notes?folder=` filters a directory + its sub-folders (`folder=""` ? unfiled). Capture (`capture_thread`/`capture_file`/`create_manual_note`) and `PUT /notes/{id}` accept `folder` (the note PUT uses `model_fields_set` so an absent key leaves the folder untouched, a present `null` clears it). Frontend `buildKnowledgeTree(notes, folderPaths)` builds the left tree from `folder` (no longer from `vault_path`); folder management dialog + `FolderSelect` in the create/import dialogs and the note detail header.
+- **Editable extraction prompts (`knowledge_extract_templates`)** ? the hard-coded distillation prompts are seeded as editable templates on startup (`KnowledgeService.seed_default_templates`, idempotent — `默认 · 对话提炼` / `默认 · 文档提炼`, each `is_default` for its scope). `scope ∈ {thread, document, both}`; capture resolves an explicit `template_id` → the scope default → the built-in constant, and passes it to `llm_extractor.extract_thread_llm_multi` / `extract_document_llm_multi` as `system_prompt` (used verbatim). Router CRUD under `/api/knowledge/extract-templates` (409 on duplicate name). Frontend: extraction-template management dialog + `TemplateSelect` in the batch/file import dialogs. Editing a template is the supported way to fix "提炼太精简" (loosen the prompt to keep more detail) and to add alternate extraction logics.
+- **Single source list** ? `extractor._related_section_md` no longer emits a `### Sources` sub-section into the body; the note detail shows sources once via the structured `来源` block (`note.sources`). `## Related` stays pure wikilinks so the frontend extracts it cleanly into the related-docs module.
+- **Chinese section headings (display-only)** ? the frontend `localizeHeadings` (wikiUtils) maps `Context/Finding / Decision/Reasoning/Implications/Related/Sources` to 中文 at render time (applied to the body fed to both `extractToc` and the viewer, so anchors stay consistent). No data migration — historical English-heading notes render in Chinese too.
+- **Historical-data cleanup** ? `scripts/cleanup_knowledge_related.py` (one-off, idempotent, `--dry-run`/`--note-id`) strips legacy `## Related` structural links (vault scaffold: `index`/`_meta/taxonomy`/`projects/…`, any slash-bearing target) and the old `### Sources` sub-section from existing notes (DB `content_md` + vault files, via `KnowledgeService.update_note`).
+- Migration `20260616_02` + idempotent `scripts/sql/column_additions_mysql.sql` cover `knowledge_notes.folder` (+ index); the two new tables are auto-created by `create_all` / `_ensure_orm_columns_sync` on startup. Tests: `tests/test_knowledge.py`.
+
 ### Custom Agent Persistence
 
 Custom agent metadata lives in the `agents` ORM table (`deerflow.persistence.agents`). `agents.id` is the stable runtime id and the filesystem directory name under `.deer-flow/agents/{id}/`; `agents.name` is display-only, can contain Chinese characters, and is not unique. `user_id IS NULL` marks built-in agents, user-owned agents are visible only to their owner unless `published = true`, and update/delete operations require ownership. The runtime accepts `agent_id` in context/configurable, and non-default `assistant_id` values are treated as agent ids after visibility checks.
@@ -376,7 +384,11 @@ default gets their grants materialized).
 position CRUD; `GET/PUT /{id}/tag-bindings`; `GET/POST/DELETE /{id}/members`
 (batch assign/unassign → triggers sync); `POST /{id}/resync`;
 `GET /users` (all users + their position); `PUT /users/{user_id}` (set one
-user's position). Related changes: `GET /api/recommended-questions` is now
+user's position). **`GET /me` is the one non-admin route** — it returns the
+caller's own effective position (explicit assignment, else the default position
+unassigned users inherit, else `null`); powers the top-bar 岗位 label
+(`strategy-components/Header.tsx` user cluster, via `useMyPosition`). Related
+changes: `GET /api/recommended-questions` is now
 filtered by the caller's position (`?all=1` bypasses for admin management) and
 admin can tag questions via `/api/tags/assignments/recommended_question/{id}`;
 `GET /api/skills?scope=mine` applies skill visibility. Frontend: `core/positions`
@@ -469,11 +481,47 @@ Operators upgrading an existing DB run the whole file (`USE <db>;` then execute)
 
 - **Location**: `deer-flow/skills/{public,custom}/`
 - **Format**: Directory with `SKILL.md` (YAML frontmatter: name, description, license, allowed-tools)
-- **Loading**: `load_skills()` recursively scans `skills/{public,custom}` for `SKILL.md`, parses metadata, and reads enabled state from extensions_config.json
+- **Loading**: `load_skills()` recursively scans `skills/{public,custom}` for `SKILL.md`, parses metadata, and reads enabled state from extensions_config.json. **A directory containing `SKILL.md` is a self-contained leaf** — discovery does not descend into its subdirectories, so a skill *package* that bundles its own `examples/`/`references/` sub-skills (each with a SKILL.md) surfaces as **one** skill, not a swarm of phantom entries.
+- **Discovery↔delete consistency**: a skill is keyed for discovery by its frontmatter `name`, but its on-disk directory name may differ (hand-dropped / mis-extracted package). `LocalSkillStorage._resolve_skill_dir(name, category)` resolves the *discovered* directory (canonical `<category>/<name>` fast-path, else scan-by-frontmatter-name); `custom_skill_exists`/`read_custom_skill`/`delete_custom_skill` all go through it, so **anything that gets listed can also be read and deleted** regardless of directory name (the old code assumed `custom/<name>/` and 404'd "Custom skill 'x' not found." on any non-canonical layout). Delete is path-guarded to never escape the `custom/` root. Tests: `tests/test_skill_storage_delete.py`.
 - **Injection**: Enabled skills listed in agent system prompt with container paths
 - **Installation**: `POST /api/skills/install` extracts .skill ZIP archive to custom/ directory
 - **Chinese name (`name_zh`)**: a Chinese display name stored in the **`skills` DB table** (`SkillRow.name_zh`, `String(128)`, migration `20260609_01`) ? never written to the on-disk SKILL.md, so it works for built-in skills too. Threaded through `SkillStore` create/ensure_legacy/update/update_admin exactly like `detail`; surfaced on `SkillResponse.name_zh` from the ownership record in `_skill_to_response`. Authorization mirrors `detail`: custom skill ? owner or admin; built-in/public ? admin only (row materialized on demand via `ensure_legacy`). Endpoints (in `app/gateway/routers/skills.py`): `PUT /api/skills/{name}/name-zh` (set/clear), `POST /api/skills/{name}/name-zh/generate` (LLM generates one), `POST /api/skills/name-zh/generate-missing` (????: **admin-only** bulk-generate for every skill that lacks one, bounded-concurrency `asyncio.gather`). **Optional model selection**: both generate endpoints accept an optional JSON body `{model_name}` ? an explicit name wins, else the curator model setting, else the main model (`_resolve_skill_name_zh_model_name`). **Model-error surfacing**: `_generate_skill_name_zh` raises `SkillNameZhModelError` when the model itself fails (build/timeout/API error) ? distinct from the model returning an unusable name (? `None`). The single endpoint maps that to `502 ?????,?????????:?`; the bulk endpoint fails fast on a model-build error (502) and otherwise carries a representative `model_error` string in `SkillNameZhBulkResponse` so the UI can say "N ?????????". The frontend (`skill-settings-page.tsx` list + `skill-detail-dialog.tsx` editor, plus the agent skill pickers/badges in `NewAgentPage.tsx` + `agent-card.tsx`) shows `name_zh || name`, offers per-skill "AI ??" plus an **admin-only** header "???????" button, and a compact model dropdown (`components/workspace/model-name-select.tsx`, default = configured model) beside each action.
 
+#### Skill Compression (技能压缩)
+
+When the skill catalogue grows large, injecting every enabled skill full-text
+into the lead agent's system prompt bloats it and wastes tokens. **Skill
+compression** is an admin-gated mode that keeps only *常驻(免压缩)* skills in the
+prompt body and surfaces the rest on demand via keyword retrieval.
+
+- **Master switch** — `system_settings.json → skill_compression`
+  (`SkillCompressionSettings`: `enabled` default **false**, `search_top_n`
+  default 5, `keep_index_in_prompt` default true). Read/written by
+  `GET`/`PUT /api/system-settings/skill-compression` (GET open to any user — the
+  skill detail page reads it; PUT admin-only, refreshes the prompt cache).
+- **Per-skill 常驻 flag** — `extensions_config.json → skills.{name}.always_on`
+  (`SkillStateConfig.always_on`, alongside `enabled`). Surfaced on
+  `Skill.always_on` (populated in `load_skills`) and `SkillResponse.always_on`;
+  toggled via `PUT /api/skills/{name}/always-on`. `update_skill` /
+  `update_skill_display` preserve it when rewriting the config entry.
+- **Prompt split** — `get_skills_prompt_section` (`lead_agent/prompt.py`) reads
+  the compression settings (skipped for restricted custom agents — they already
+  have a curated allowlist). When **off**, behaviour is unchanged (all enabled
+  skills full-text). When **on**, `always_on` skills render as full `<skill>`
+  blocks; the rest are dropped from the body, replaced by a `search_skills`
+  usage note plus (when `keep_index_in_prompt`) a name-only `<compressed_skills>`
+  index. The `_get_cached_skills_prompt_section` cache key includes the
+  `always_on` flag + compression flags so changes invalidate correctly.
+- **Retrieval tool** — `search_skills` (`tools/builtins/skill_tools.py`,
+  `search_skills_impl`) keyword-scores `name + description` over enabled,
+  visible, non-archived skills (same visibility filter as `skill_list`) and
+  returns top-N `{name, description, category, location}`. It is registered in
+  `get_available_tools` **only when compression is enabled** (offline,
+  deterministic, zero external deps). The agent then `read_file`s the returned
+  `location`.
+
+Tests: `tests/test_skill_compression.py`.
+
 #### Skill Curator (`packages/harness/deerflow/skills/curator.py`)
 
 Background skill lifecycle manager. The Gateway `lifespan` starts a resident
@@ -640,7 +688,7 @@ Both endpoints are whitelisted in `auth_middleware._PUBLIC_EXACT_PATHS`. The sha
 
 **`extensions_config.json`**:
 - `mcpServers` - Map of server name ? config (enabled, type, command, args, env, url, headers, oauth, description)
-- `skills` - Map of skill name ? state (enabled)
+- `skills` - Map of skill name ? state (enabled, always_on)
 
 Both can be modified at runtime via Gateway API endpoints or `DeerFlowClient` methods.
 

offline-backend-20260512/backend/app/gateway/deps.py

@@ -184,6 +184,14 @@ async def langgraph_runtime(app: FastAPI) -> AsyncGenerator[None, None]:
 
         app.state.knowledge_service = make_knowledge_service(sf, config.knowledge)
 
+        # Seed the built-in extraction prompts as editable templates so operators
+        # can immediately view/edit them (idempotent; never overwrites edits).
+        if app.state.knowledge_service is not None:
+            try:
+                await app.state.knowledge_service.seed_default_templates()
+            except Exception:
+                logger.exception("Failed to seed knowledge extraction templates")
+
         # Background auto-sedimentation queue (phase 3) — drains finished
         # conversations off the chat path. Worker only does work when
         # ``knowledge.auto_ingest_enabled`` is set; the queue is always wired so

offline-backend-20260512/backend/app/gateway/routers/knowledge.py

@@ -54,6 +54,8 @@ class IngestThreadRequest(BaseModel):
         description="When true, sediment the thread asynchronously in a background task and return immediately.",
     )
     model_name: str | None = Field(default=None, description="可选:指定用于知识提炼的大模型名称;留空使用默认配置")
+    template_id: str | None = Field(default=None, description="可选:抽取提示词模板 id;留空使用对话默认模板")
+    folder: str | None = Field(default=None, description="可选:沉淀结果归入的目录(斜杠分隔路径)")
 
 
 class BatchIngestRequest(BaseModel):
@@ -64,6 +66,8 @@ class BatchIngestRequest(BaseModel):
     skip_existing: bool = True
     mode: str = "summary"
     model_name: str | None = Field(default=None, description="可选:指定用于知识提炼的大模型名称;留空使用默认配置")
+    template_id: str | None = Field(default=None, description="可选:抽取提示词模板 id;留空使用对话默认模板")
+    folder: str | None = Field(default=None, description="可选:沉淀结果归入的目录(斜杠分隔路径)")
 
 
 class SearchResultItem(BaseModel):
@@ -90,6 +94,7 @@ class CreateNoteRequest(BaseModel):
     summary: str | None = None
     tags: list[str] = Field(default_factory=list)
     status: str = "approved"
+    folder: str | None = None
 
 
 class UpdateNoteRequest(BaseModel):
@@ -98,6 +103,34 @@ class UpdateNoteRequest(BaseModel):
     summary: str | None = None
     tags: list[str] | None = None
     status: str | None = None
+    # Present (even as null) ⇒ (re)assign the note's directory; absent ⇒ leave as-is.
+    folder: str | None = None
+
+
+class CreateFolderRequest(BaseModel):
+    path: str = Field(description="目录全路径,斜杠分隔,如 投研/行业")
+
+
+class RenameFolderRequest(BaseModel):
+    path: str = Field(description="新的目录全路径")
+
+
+class ExtractTemplateRequest(BaseModel):
+    name: str
+    system_prompt: str
+    scope: str = Field(default="both", description="thread | document | both")
+    description: str | None = None
+    is_default: bool = False
+    enabled: bool = True
+
+
+class UpdateExtractTemplateRequest(BaseModel):
+    name: str | None = None
+    system_prompt: str | None = None
+    scope: str | None = None
+    description: str | None = None
+    is_default: bool | None = None
+    enabled: bool | None = None
 
 
 class SearchRequest(BaseModel):
@@ -187,6 +220,8 @@ async def _ingest_thread_background(service, checkpointer, thread_id: str, body:
             reference_batches=batches,
             created_by=created_by,
             model_name=body.model_name,
+            template_id=body.template_id,
+            folder=body.folder,
         )
     except EmptyThreadError:
         logger.warning("Background knowledge ingest skipped: thread %s has no sediment-able content", sanitize_log_param(thread_id))
@@ -237,6 +272,8 @@ async def ingest_thread(thread_id: str, body: IngestThreadRequest, request: Requ
             reference_batches=batches,
             created_by=get_effective_user_id(),
             model_name=body.model_name,
+            template_id=body.template_id,
+            folder=body.folder,
         )
     except EmptyThreadError:
         raise HTTPException(status_code=400, detail="Thread has no sediment-able content")
@@ -285,6 +322,8 @@ async def ingest_threads_batch(body: BatchIngestRequest, request: Request) -> di
                 created_by=get_effective_user_id(),
                 skip_existing=body.skip_existing,
                 model_name=body.model_name,
+                template_id=body.template_id,
+                folder=body.folder,
             )
             if result.get("llm_fallback"):
                 llm_fallback += 1
@@ -352,6 +391,8 @@ async def ingest_file(
     tags: str | None = Form(default=None),
     status: str = Form(default="approved"),
     model_name: str | None = Form(default=None),
+    template_id: str | None = Form(default=None),
+    folder: str | None = Form(default=None),
 ) -> dict[str, Any]:
     """Import an uploaded file into the knowledge base as wiki note(s).
 
@@ -371,6 +412,8 @@ async def ingest_file(
             status=status,
             created_by=get_effective_user_id(),
             model_name=(model_name or None),
+            template_id=(template_id or None),
+            folder=(folder or None),
         )
     except EmptyThreadError:
         raise HTTPException(status_code=422, detail="文件内容无可沉淀的知识")
@@ -413,6 +456,7 @@ async def create_note(body: CreateNoteRequest, request: Request) -> dict[str, An
         summary=body.summary,
         tags=body.tags,
         status=body.status,
+        folder=body.folder,
         created_by=get_effective_user_id(),
     )
     return {"note": note}
@@ -427,13 +471,14 @@ async def list_notes(
     entity: str | None = None,
     source_type: str | None = None,
     status: str | None = None,
+    folder: str | None = None,
     limit: int = 20,
     offset: int = 0,
 ) -> dict[str, Any]:
     service = get_knowledge_service(request)
     limit = max(1, min(limit, 100))
     offset = max(0, offset)
-    return await service.list_notes(keyword=keyword, tag=tag, entity=entity, source_type=source_type, status=status, limit=limit, offset=offset)
+    return await service.list_notes(keyword=keyword, tag=tag, entity=entity, source_type=source_type, status=status, folder=folder, limit=limit, offset=offset)
 
 
 @router.get("/notes/{note_id}")
@@ -451,6 +496,9 @@ async def get_note(note_id: str, request: Request) -> dict[str, Any]:
 @require_auth
 async def update_note(note_id: str, body: UpdateNoteRequest, request: Request) -> dict[str, Any]:
     service = get_knowledge_service(request)
+    # ``folder`` present in the request body (even as null) ⇒ (re)assign the
+    # directory; absent ⇒ leave it untouched.
+    folder_provided = "folder" in body.model_fields_set
     note = await service.update_note(
         note_id,
         title=body.title,
@@ -458,6 +506,8 @@ async def update_note(note_id: str, body: UpdateNoteRequest, request: Request) -
         summary=body.summary,
         tags=body.tags,
         status=body.status,
+        folder=body.folder,
+        set_folder=folder_provided,
         updated_by=get_effective_user_id(),
     )
     if note is None:
@@ -634,3 +684,119 @@ async def export_file(filename: str, request: Request) -> FileResponse:
         raise HTTPException(status_code=404, detail="Export file not found")
     media_type = mimetypes.guess_type(filename)[0] or "application/octet-stream"
     return FileResponse(path, media_type=media_type)
+
+
+# --------------------------------------------------------------------------- #
+# Folders (user-managed directories)
+# --------------------------------------------------------------------------- #
+@router.get("/folders")
+@require_auth
+async def list_folders(request: Request) -> dict[str, Any]:
+    """List every managed knowledge directory (for the directory tree + picker)."""
+    service = get_knowledge_service(request)
+    return {"items": await service.list_folders()}
+
+
+@router.post("/folders")
+@require_auth
+async def create_folder(body: CreateFolderRequest, request: Request) -> dict[str, Any]:
+    """Create a directory (parents auto-created). Notes are filed into it later."""
+    service = get_knowledge_service(request)
+    try:
+        folder = await service.create_folder(body.path, created_by=get_effective_user_id())
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc))
+    return {"folder": folder}
+
+
+@router.put("/folders/{folder_id}")
+@require_auth
+async def rename_folder(folder_id: str, body: RenameFolderRequest, request: Request) -> dict[str, Any]:
+    """Rename/move a directory; descendants + filed notes follow the new prefix."""
+    service = get_knowledge_service(request)
+    try:
+        folder = await service.rename_folder(folder_id, body.path)
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc))
+    if folder is None:
+        raise HTTPException(status_code=404, detail="Folder not found")
+    return {"folder": folder}
+
+
+@router.delete("/folders/{folder_id}")
+@require_auth
+async def delete_folder(folder_id: str, request: Request, reassign_to: str | None = None) -> dict[str, Any]:
+    """Delete a directory (and sub-dirs); notes inside move to ``reassign_to`` or unfiled."""
+    service = get_knowledge_service(request)
+    if not await service.delete_folder(folder_id, reassign_to=reassign_to):
+        raise HTTPException(status_code=404, detail="Folder not found")
+    return {"ok": True}
+
+
+# --------------------------------------------------------------------------- #
+# Extraction prompt templates
+# --------------------------------------------------------------------------- #
+@router.get("/extract-templates")
+@require_auth
+async def list_extract_templates(request: Request, scope: str | None = None, enabled_only: bool = False) -> dict[str, Any]:
+    """List editable extraction-prompt templates (optionally filtered by scope)."""
+    service = get_knowledge_service(request)
+    return {"items": await service.list_extract_templates(scope=scope, enabled_only=enabled_only)}
+
+
+@router.get("/extract-templates/{template_id}")
+@require_auth
+async def get_extract_template(template_id: str, request: Request) -> dict[str, Any]:
+    service = get_knowledge_service(request)
+    tpl = await service.get_extract_template(template_id)
+    if tpl is None:
+        raise HTTPException(status_code=404, detail="Template not found")
+    return {"template": tpl}
+
+
+@router.post("/extract-templates")
+@require_auth
+async def create_extract_template(body: ExtractTemplateRequest, request: Request) -> dict[str, Any]:
+    service = get_knowledge_service(request)
+    if await service.template_name_taken(body.name):
+        raise HTTPException(status_code=409, detail="同名模板已存在")
+    tpl = await service.create_extract_template(
+        name=body.name,
+        system_prompt=body.system_prompt,
+        scope=body.scope,
+        description=body.description,
+        is_default=body.is_default,
+        enabled=body.enabled,
+        created_by=get_effective_user_id(),
+    )
+    return {"template": tpl}
+
+
+@router.put("/extract-templates/{template_id}")
+@require_auth
+async def update_extract_template(template_id: str, body: UpdateExtractTemplateRequest, request: Request) -> dict[str, Any]:
+    service = get_knowledge_service(request)
+    if body.name is not None and await service.template_name_taken(body.name, exclude_id=template_id):
+        raise HTTPException(status_code=409, detail="同名模板已存在")
+    tpl = await service.update_extract_template(
+        template_id,
+        name=body.name,
+        system_prompt=body.system_prompt,
+        scope=body.scope,
+        description=body.description,
+        is_default=body.is_default,
+        enabled=body.enabled,
+        updated_by=get_effective_user_id(),
+    )
+    if tpl is None:
+        raise HTTPException(status_code=404, detail="Template not found")
+    return {"template": tpl}
+
+
+@router.delete("/extract-templates/{template_id}")
+@require_auth
+async def delete_extract_template(template_id: str, request: Request) -> dict[str, Any]:
+    service = get_knowledge_service(request)
+    if not await service.delete_extract_template(template_id):
+        raise HTTPException(status_code=404, detail="Template not found")
+    return {"ok": True}

offline-backend-20260512/backend/app/gateway/routers/positions.py

@@ -110,6 +110,10 @@ class PositionUsersResponse(BaseModel):
     users: list[PositionUserResponse]
 
 
+class MyPositionResponse(BaseModel):
+    position: PositionResponse | None = None
+
+
 # ----------------------------------------------------------------- position CRUD
 
 
@@ -127,6 +131,28 @@ async def list_position_users(request: Request, store: PositionStore = Depends(g
     return PositionUsersResponse(users=[PositionUserResponse(**u) for u in users])
 
 
+@router.get("/me", response_model=MyPositionResponse, summary="Get My Effective Position")
+async def get_my_position(request: Request, store: PositionStore = Depends(get_position_store)) -> MyPositionResponse:
+    """The caller's own position — open to any authenticated user (not admin).
+
+    Returns the explicitly-assigned position, falling back to the default
+    position (which unassigned users inherit). ``null`` when neither exists or
+    the caller is anonymous. Powers the top-bar 岗位 label.
+    """
+    user = await get_optional_user_from_request(request)
+    if user is None:
+        return MyPositionResponse(position=None)
+    record = None
+    pid = await store.get_user_position_id(str(user.id))
+    if pid:
+        record = await store.get_position(pid)
+    if record is None:
+        default_id = await store.get_default_position_id()
+        if default_id:
+            record = await store.get_position(default_id)
+    return MyPositionResponse(position=PositionResponse(**record) if record else None)
+
+
 @router.post("", response_model=PositionResponse, status_code=201, summary="Create Position")
 async def create_position(request: Request, body: PositionCreateRequest, store: PositionStore = Depends(get_position_store)) -> PositionResponse:
     await _require_admin(request)

offline-backend-20260512/backend/app/gateway/routers/skills.py

@@ -154,6 +154,7 @@ class SkillResponse(BaseModel):
     license: str | None = Field(None, description="License information")
     category: SkillCategory = Field(..., description="Category of the skill (public or custom)")
     enabled: bool = Field(default=True, description="Whether this skill is enabled")
+    always_on: bool = Field(default=False, description="常驻(免压缩):开启技能压缩后仍全文注入系统提示词")
     use_count: int = Field(default=0, description="Number of times the skill has been used")
     view_count: int = Field(default=0, description="Number of times the skill has been viewed")
     patch_count: int = Field(default=0, description="Number of times the skill has been patched")
@@ -186,6 +187,12 @@ class SkillUpdateRequest(BaseModel):
     enabled: bool = Field(..., description="Whether to enable or disable the skill")
 
 
+class SkillAlwaysOnUpdateRequest(BaseModel):
+    """Request model for updating a skill's 常驻(免压缩) flag."""
+
+    always_on: bool = Field(..., description="Whether this skill bypasses skill compression (full-text injected)")
+
+
 class SkillDisplayUpdateRequest(BaseModel):
     """Request model for updating a skill's frontend display adapter."""
 
@@ -334,6 +341,7 @@ def _skill_to_response(
         license=skill.license,
         category=skill.category,
         enabled=skill.enabled,
+        always_on=skill.always_on,
         use_count=entry.get("use_count", 0),
         view_count=entry.get("view_count", 0),
         patch_count=entry.get("patch_count", 0),
@@ -2186,6 +2194,7 @@ async def update_skill(skill_name: str, request: SkillUpdateRequest, config: App
         current_skill_config = extensions_config.skills.get(skill_name)
         extensions_config.skills[skill_name] = SkillStateConfig(
             enabled=request.enabled,
+            always_on=current_skill_config.always_on if current_skill_config else skill.always_on,
             display=current_skill_config.display if current_skill_config else None,
         )
 
@@ -2214,6 +2223,55 @@ async def update_skill(skill_name: str, request: SkillUpdateRequest, config: App
         raise HTTPException(status_code=500, detail=f"Failed to update skill: {str(e)}")
 
 
+@router.put(
+    "/skills/{skill_name}/always-on",
+    response_model=SkillResponse,
+    summary="Update Skill 常驻(免压缩) Flag",
+    description="Mark a skill as 常驻(免压缩) so it is injected full-text into the system prompt even when skill compression is enabled.",
+)
+async def update_skill_always_on(skill_name: str, request: SkillAlwaysOnUpdateRequest, config: AppConfig = Depends(get_config)) -> SkillResponse:
+    try:
+        skill_name = skill_name.replace("\r\n", "").replace("\n", "")
+        skills = get_or_new_skill_storage(app_config=config).load_skills(enabled_only=False)
+        skill = next((s for s in skills if s.name == skill_name), None)
+
+        if skill is None:
+            raise HTTPException(status_code=404, detail=f"Skill '{skill_name}' not found")
+
+        config_path = ExtensionsConfig.resolve_config_path()
+        if config_path is None:
+            config_path = Path.cwd().parent / "extensions_config.json"
+            logger.info(f"No existing extensions config found. Creating new config at: {config_path}")
+
+        extensions_config = get_extensions_config()
+        current_skill_config = extensions_config.skills.get(skill_name)
+        extensions_config.skills[skill_name] = SkillStateConfig(
+            enabled=current_skill_config.enabled if current_skill_config else skill.enabled,
+            always_on=request.always_on,
+            display=current_skill_config.display if current_skill_config else None,
+        )
+
+        with open(config_path, "w", encoding="utf-8") as f:
+            json.dump(_dump_extensions_config(extensions_config), f, indent=2)
+
+        reload_extensions_config()
+        await refresh_skills_system_prompt_cache_async()
+
+        skills = get_or_new_skill_storage(app_config=config).load_skills(enabled_only=False)
+        updated_skill = next((s for s in skills if s.name == skill_name), None)
+        if updated_skill is None:
+            raise HTTPException(status_code=500, detail=f"Failed to reload skill '{skill_name}' after update")
+
+        logger.info(f"Skill '{skill_name}' always_on updated to {request.always_on}")
+        return _skill_to_response(updated_skill)
+
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"Failed to update skill always_on {skill_name}: {e}", exc_info=True)
+        raise HTTPException(status_code=500, detail=f"Failed to update skill: {str(e)}")
+
+
 @router.put(
     "/skills/{skill_name}/display",
     response_model=SkillResponse,
@@ -2242,6 +2300,7 @@ async def update_skill_display(
         current_skill_config = extensions_config.skills.get(skill_name)
         extensions_config.skills[skill_name] = SkillStateConfig(
             enabled=current_skill_config.enabled if current_skill_config else skill.enabled,
+            always_on=current_skill_config.always_on if current_skill_config else skill.always_on,
             display=request.display,
         )
 

offline-backend-20260512/backend/app/gateway/routers/system_settings.py

@@ -16,6 +16,7 @@ from deerflow.config.system_settings import (
     PromptPrefixSettings,
     PublishSquare,
     PublishSquaresSettings,
+    SkillCompressionSettings,
     SystemSettings,
     list_publish_squares,
     load_system_settings,
@@ -113,6 +114,64 @@ async def update_prompt_prefix(body: PromptPrefixUpdateRequest, request: Request
     return _to_response(saved.prompt_prefix)
 
 
+class SkillCompressionResponse(BaseModel):
+    enabled: bool = Field(..., description="Whether skill compression is active")
+    search_top_n: int = Field(..., description="Max skills returned by the search_skills tool")
+    keep_index_in_prompt: bool = Field(..., description="Whether compressed skills keep a compact name index in the prompt")
+
+
+class SkillCompressionUpdateRequest(BaseModel):
+    enabled: bool | None = None
+    search_top_n: int | None = Field(default=None, ge=1, le=50)
+    keep_index_in_prompt: bool | None = None
+
+
+def _skill_compression_to_response(settings: SkillCompressionSettings) -> SkillCompressionResponse:
+    return SkillCompressionResponse(
+        enabled=settings.enabled,
+        search_top_n=settings.search_top_n,
+        keep_index_in_prompt=settings.keep_index_in_prompt,
+    )
+
+
+@router.get("/skill-compression", response_model=SkillCompressionResponse)
+async def get_skill_compression() -> SkillCompressionResponse:
+    """Return the skill-compression configuration (readable by any user).
+
+    The frontend reads this to decide whether to surface the per-skill 常驻
+    (免压缩) toggle on the skill detail page.
+    """
+    return _skill_compression_to_response(load_system_settings().skill_compression)
+
+
+@router.put("/skill-compression", response_model=SkillCompressionResponse)
+async def update_skill_compression(body: SkillCompressionUpdateRequest, request: Request) -> SkillCompressionResponse:
+    """Update the skill-compression configuration. Admin only."""
+    await _require_admin(request)
+
+    current = load_system_settings()
+    fields = body.model_dump(exclude_unset=True)
+    update: dict[str, object] = {}
+    if "enabled" in fields and fields["enabled"] is not None:
+        update["enabled"] = bool(fields["enabled"])
+    if "keep_index_in_prompt" in fields and fields["keep_index_in_prompt"] is not None:
+        update["keep_index_in_prompt"] = bool(fields["keep_index_in_prompt"])
+    if "search_top_n" in fields and fields["search_top_n"] is not None:
+        update["search_top_n"] = max(1, min(int(fields["search_top_n"]), 50))
+    compression = current.skill_compression.model_copy(update=update)
+    saved = save_system_settings(current.model_copy(update={"skill_compression": compression}))
+
+    # 压缩开关/参数变化会改变系统提示词的技能注入,清掉提示词缓存让其立即生效。
+    try:
+        from deerflow.agents.lead_agent.prompt import refresh_skills_system_prompt_cache_async
+
+        await refresh_skills_system_prompt_cache_async()
+    except Exception:
+        logger.debug("Failed to refresh skills prompt cache after compression update", exc_info=True)
+
+    return _skill_compression_to_response(saved.skill_compression)
+
+
 def _leaderboard_to_response(settings: LeaderboardSettings) -> LeaderboardSettingsResponse:
     return LeaderboardSettingsResponse(
         exclude_user_ids=list(dict.fromkeys([uid for uid in settings.exclude_user_ids if uid])),

offline-backend-20260512/backend/docs/summarization.md

@@ -23,6 +23,7 @@ LangChain's stock `SummarizationMiddleware` runs in `before_model` and persists
 - The full original messages stay in the checkpoint, so the frontend keeps showing the user's real conversation. The summary message is named `summary` and flagged `hide_from_ui`, and because it only ever lives in the transient request it never reaches the frontend at all.
 - The generated summary is cached **per-thread** so we don't pay an extra LLM call on every model invocation. The cached summary is reused (no LLM call) until enough *new* messages accumulate to push the compressed context back over the trigger threshold (a sticky boundary mirroring the stock middleware's post-compaction behavior). The cache is bounded (oldest threads evicted first).
 - **Threshold-first**: while the full current conversation is still under the trigger, the request is passed through untouched — no cache lookup, no summary substitution. Compression only ever engages once the real context crosses the configured trigger.
+- **Stickiness headroom**: after `keep` picks a cutoff, the kept window is forced below ~75% of *every* trigger before summarizing (`_apply_stickiness_headroom`). This prevents the every-turn re-compaction that happens when `keep` is in *messages* (e.g. 20) but a trigger is in *tokens* (e.g. 60000) and the recent messages are large — without headroom the "compressed" context would still sit over the trigger and re-summarize on every follow-up question.
 - When the genuine (blocking) summarize path actually runs an LLM call, the middleware emits a `{"type":"context_compacting","message":"正在压缩上下文…"}` event on LangGraph's `custom` stream channel so the chat UI can show a transient "正在压缩" toast (the cheap cache-reuse path stays silent). Frontend handler: `onCustomEvent` in `frontend-web/src/core/threads/hooks.ts`.
 
 > **Legacy threads:** conversations compacted by an older (destructive) build already lost their original messages and carry a persisted `summary` message. The frontend hides any `name: "summary"` message, so the stray summary bubble no longer shows — but those already-discarded messages cannot be recovered.

offline-backend-20260512/backend/packages/harness/deerflow/agents/lead_agent/prompt.py

@@ -758,51 +758,83 @@ def _get_memory_context(agent_name: str | None = None, *, app_config: AppConfig
         from deerflow.config.memory_config import get_effective_memory_config
         from deerflow.runtime.user_context import get_effective_user_id
 
-        user_id = get_effective_user_id()
+        user_id = get_effective_user_id()
-        config = get_effective_memory_config(user_id)
+        config = get_effective_memory_config(user_id)
-
+
-        manager = build_memory_manager(
+        manager = build_memory_manager(
-            user_id=user_id,
+            user_id=user_id,
-            agent_id=agent_name or "default",
+            agent_id=agent_name or "default",
-            config=config,
+            config=config,
-            app_config=app_config,
+            app_config=app_config,
-        )
+        )
         # 只取静态块 (builtin 的 frozen snapshot + Hindsight 的模式说明)。
         # Hindsight 的动态召回需要当前 query,走 MemoryMiddleware.before_model。
-        context_content = manager.build_system_prompt()
+        context_content = manager.build_system_prompt()
-
+
-        if not context_content.strip():
+        if not context_content.strip():
-            return ""
+            return ""
-
+
-        return f"{context_content}\n"
+        return f"{context_content}\n"
     except Exception:
         logger.exception("Failed to load memory context")
         return ""
 
 
+def _render_skill_block(name: str, description: str, category: str, location: str, display_hint: str) -> str:
+    return f"    <skill>\n        <name>{name}</name>\n        <description>{description} {_skill_mutability_label(category)}</description>\n        <location>{location}</location>{display_hint}\n    </skill>"
+
+
 @lru_cache(maxsize=32)
 def _get_cached_skills_prompt_section(
-    skill_signature: tuple[tuple[str, str, str, str], ...],
+    skill_signature: tuple[tuple[str, str, str, str, bool], ...],
     display_signature: tuple[tuple[str, str, str], ...],
     available_skills_key: tuple[str, ...] | None,
     container_base_path: str,
     skill_evolution_section: str,
+    compression_enabled: bool,
+    keep_index: bool,
 ) -> str:
     display_by_skill = {name: (mode, custom_instruction) for name, mode, custom_instruction in display_signature}
-    filtered = [(name, description, category, location) for name, description, category, location in skill_signature if available_skills_key is None or name in available_skills_key]
+    filtered = [(name, description, category, location, always_on) for name, description, category, location, always_on in skill_signature if available_skills_key is None or name in available_skills_key]
+
+    def _display_hint(name: str) -> str:
+        display_mode, custom_instruction = display_by_skill.get(name, ("", ""))
+        if display_mode:
+            return f"\n        <display mode=\"{display_mode}\">{custom_instruction}</display>"
+        return ""
+
     skills_list = ""
+    compression_note = ""
     if filtered:
-        items = []
+        if compression_enabled:
-        for name, description, category, location in filtered:
+            # 压缩开启:常驻(always_on)技能全文注入;其余技能从提示词正文剔除,
-            display_mode, custom_instruction = display_by_skill.get(name, ("", ""))
+            # 仅保留可选的"名字索引",由 agent 通过 search_skills 工具按需检索。
-            display_hint = ""
+            resident = [s for s in filtered if s[4]]
-            if display_mode:
+            compressed = [s for s in filtered if not s[4]]
-                display_hint = f"\n        <display mode=\"{display_mode}\">{custom_instruction}</display>"
+            blocks: list[str] = []
-            items.append(
+            for name, description, category, location, _ in resident:
-                f"    <skill>\n        <name>{name}</name>\n        <description>{description} {_skill_mutability_label(category)}</description>\n        <location>{location}</location>{display_hint}\n    </skill>"
+                blocks.append(_render_skill_block(name, description, category, location, _display_hint(name)))
-            )
+            if blocks:
-        skill_items = "\n".join(items)
+                skills_list = "<available_skills>\n" + "\n".join(blocks) + "\n</available_skills>"
-        skills_list = f"<available_skills>\n{skill_items}\n</available_skills>"
+            if compressed:
+                index_block = ""
+                if keep_index:
+                    index_items = "\n".join(f"    <skill><name>{name}</name></skill>" for name, _, _, _, _ in compressed)
+                    index_block = f"\n<compressed_skills>\n{index_items}\n</compressed_skills>"
+                compression_note = (
+                    "\n**Additional skills are available but not listed in full above to keep this prompt compact.**\n"
+                    "When a user query might match a skill that is NOT fully described above, call the `search_skills` "
+                    "tool with a short keyword query to discover matching skills (it returns each match's description and "
+                    f"`location`), then `read_file` the returned `location` and follow the skill. There are {len(compressed)} "
+                    "such compressed skill(s)."
+                    f"{index_block}\n"
+                )
+        else:
+            items = [
+                _render_skill_block(name, description, category, location, _display_hint(name))
+                for name, description, category, location, _ in filtered
+            ]
+            skills_list = "<available_skills>\n" + "\n".join(items) + "\n</available_skills>"
 
     # Restricted mode: agent has an explicit skill allowlist.
     # We deliberately omit the "Skills are located at: <path>" hint and the
@@ -842,7 +874,7 @@ You have access to skills that provide optimized workflows for specific tasks. E
 4. Load referenced resources only when needed during execution
 5. Follow the skill's instructions precisely
 {display_pattern}
-{location_hint}{evolution_block}
+{location_hint}{evolution_block}{compression_note}
 {skills_list}
 
 </skill_system>"""
@@ -877,13 +909,27 @@ def get_skills_prompt_section(
     is_restricted = available_skills is not None
     effective_skill_evolution_enabled = skill_evolution_enabled and not is_restricted
 
+    # 技能压缩仅作用于默认 lead agent 的全局技能集;自定义 agent 已有显式白名单
+    # (技能数量本就受控),不参与压缩。
+    compression_enabled = False
+    keep_index = True
+    if not is_restricted:
+        try:
+            from deerflow.config.system_settings import get_skill_compression_settings
+
+            compression_settings = get_skill_compression_settings()
+            compression_enabled = compression_settings.enabled
+            keep_index = compression_settings.keep_index_in_prompt
+        except Exception:
+            logger.debug("Failed to read skill compression settings for prompt injection", exc_info=True)
+
     if not skills and not effective_skill_evolution_enabled:
         return ""
 
     if available_skills is not None and not any(skill.name in available_skills for skill in skills):
         return ""
 
-    skill_signature = tuple((skill.name, skill.description, skill.category, skill.get_container_file_path(container_base_path)) for skill in skills)
+    skill_signature = tuple((skill.name, skill.description, skill.category, skill.get_container_file_path(container_base_path), skill.always_on) for skill in skills)
     display_signature: tuple[tuple[str, str, str], ...] = ()
     if display_enabled:
         try:
@@ -907,7 +953,7 @@ def get_skills_prompt_section(
     if not skill_signature and available_key is not None:
         return ""
     skill_evolution_section = _build_skill_evolution_section(effective_skill_evolution_enabled)
-    return _get_cached_skills_prompt_section(skill_signature, display_signature, available_key, container_base_path, skill_evolution_section)
+    return _get_cached_skills_prompt_section(skill_signature, display_signature, available_key, container_base_path, skill_evolution_section, compression_enabled, keep_index)
 
 
 def get_agent_soul(agent_id: str | None) -> str:

offline-backend-20260512/backend/packages/harness/deerflow/agents/middlewares/summarization_middleware.py

@@ -37,6 +37,15 @@ logger = logging.getLogger(__name__)
 # many threads can't grow it without limit. Oldest entries are evicted first.
 _SUMMARY_CACHE_MAX_THREADS = 512
 
+# After compaction the preserved window must land *comfortably* below every
+# trigger threshold, otherwise the "compressed" context is still over the
+# trigger and re-summarizes on the very next turn (the sticky boundary never
+# sticks). We force the kept suffix down to this fraction of each trigger so a
+# re-compaction only happens once meaningfully *new* content accumulates — not
+# on every follow-up question. ``keep`` only sets a *target*; this is the hard
+# headroom guarantee on top of it.
+_KEEP_HEADROOM_FRACTION = 0.75
+
 
 @dataclass(frozen=True)
 class SummarizationEvent:
@@ -319,6 +328,15 @@ class DeerFlowSummarizationMiddleware(SummarizationMiddleware):
         if cutoff_index <= 0:
             return None
 
+        # Force the preserved window below every trigger (with headroom) so the
+        # post-compaction context doesn't immediately re-trigger. Without this,
+        # a ``keep`` expressed in *messages* (e.g. 20) can itself blow past a
+        # *token* trigger (e.g. 60000) when recent messages are large (tool
+        # outputs, pasted docs) — and then every follow-up question re-summarizes.
+        cutoff_index = self._apply_stickiness_headroom(messages, cutoff_index)
+        if cutoff_index <= 0:
+            return None
+
         messages_to_summarize, preserved = self._partition_with_skill_rescue(messages, cutoff_index)
         if not messages_to_summarize:
             return None
@@ -368,6 +386,62 @@ class DeerFlowSummarizationMiddleware(SummarizationMiddleware):
             while len(self._summary_cache) > _SUMMARY_CACHE_MAX_THREADS:
                 self._summary_cache.popitem(last=False)
 
+    def _apply_stickiness_headroom(self, messages: list[AnyMessage], cutoff_index: int) -> int:
+        """Advance ``cutoff_index`` (keep fewer recent messages) so the preserved
+        suffix lands below every trigger threshold with headroom.
+
+        Only ever *raises* the cutoff (summarizes more / keeps less); never keeps
+        more than the caller's ``keep`` policy already chose. This is what makes
+        the sticky boundary actually stick: after compaction the kept context is
+        guaranteed under ~``_KEEP_HEADROOM_FRACTION`` of each trigger, so a
+        re-compaction waits for genuinely new content instead of firing every turn.
+        """
+        n = len(messages)
+        if n <= 1:
+            return cutoff_index
+
+        for kind, value in getattr(self, "_trigger_conditions", []):
+            if kind == "messages":
+                keep_cap = max(1, int(int(value) * _KEEP_HEADROOM_FRACTION))
+                cutoff_index = max(cutoff_index, n - keep_cap)
+            elif kind == "tokens":
+                target = max(1, int(int(value) * _KEEP_HEADROOM_FRACTION))
+                cutoff_index = max(cutoff_index, self._suffix_token_cutoff(messages, target))
+            # "fraction" triggers depend on model profile limits; the message/token
+            # caps above (when present) already bound the window, so skip them here.
+
+        # Always keep at least the final message, and re-snap to a safe AI/Tool
+        # boundary so we never orphan a tool result.
+        cutoff_index = min(cutoff_index, n - 1)
+        return self._find_safe_cutoff_point(messages, cutoff_index)
+
+    def _suffix_token_cutoff(self, messages: list[AnyMessage], target_tokens: int) -> int:
+        """Smallest index ``i`` such that ``token_counter(messages[i:]) <= target_tokens``.
+
+        Binary search mirroring the stock token-based cutoff; returns 0 when the
+        whole list already fits, and never returns the full length (keeps ≥1).
+        """
+        n = len(messages)
+        if n == 0:
+            return 0
+        if self.token_counter(messages) <= target_tokens:
+            return 0
+
+        left, right = 0, n
+        cutoff = n
+        for _ in range(n.bit_length() + 1):
+            if left >= right:
+                break
+            mid = (left + right) // 2
+            if self.token_counter(messages[mid:]) <= target_tokens:
+                cutoff = mid
+                right = mid
+            else:
+                left = mid + 1
+        if cutoff == n:
+            cutoff = left
+        return min(cutoff, n - 1)
+
     @staticmethod
     def _resolve_request_thread_id(request: ModelRequest) -> str | None:
         """Best-effort thread id from the model request's runtime."""

offline-backend-20260512/backend/packages/harness/deerflow/client.py

@@ -840,13 +840,13 @@ class DeerFlowClient:
 
         current_config = get_extensions_config()
 
-        config_data = {
+        config_data = {
-            "mcpServers": mcp_servers,
+            "mcpServers": mcp_servers,
-            "skills": {
+            "skills": {
-                name: skill.model_dump(by_alias=True, exclude_none=True)
+                name: skill.model_dump(by_alias=True, exclude_none=True)
-                for name, skill in current_config.skills.items()
+                for name, skill in current_config.skills.items()
-            },
+            },
-        }
+        }
 
         self._atomic_write_json(config_path, config_data)
 
@@ -906,20 +906,21 @@ class DeerFlowClient:
         if config_path is None:
             raise FileNotFoundError("Cannot locate extensions_config.json. Set DEER_FLOW_EXTENSIONS_CONFIG_PATH or ensure it exists in the project root.")
 
-        extensions_config = get_extensions_config()
+        extensions_config = get_extensions_config()
-        current_skill_config = extensions_config.skills.get(name)
+        current_skill_config = extensions_config.skills.get(name)
-        extensions_config.skills[name] = SkillStateConfig(
+        extensions_config.skills[name] = SkillStateConfig(
-            enabled=enabled,
+            enabled=enabled,
-            display=current_skill_config.display if current_skill_config else None,
+            always_on=current_skill_config.always_on if current_skill_config else False,
-        )
+            display=current_skill_config.display if current_skill_config else None,
-
+        )
-        config_data = {
+
-            "mcpServers": {n: s.model_dump(by_alias=True) for n, s in extensions_config.mcp_servers.items()},
+        config_data = {
-            "skills": {
+            "mcpServers": {n: s.model_dump(by_alias=True) for n, s in extensions_config.mcp_servers.items()},
-                n: sc.model_dump(by_alias=True, exclude_none=True)
+            "skills": {
-                for n, sc in extensions_config.skills.items()
+                n: sc.model_dump(by_alias=True, exclude_none=True)
-            },
+                for n, sc in extensions_config.skills.items()
-        }
+            },
+        }
 
         self._atomic_write_json(config_path, config_data)
 

offline-backend-20260512/backend/packages/harness/deerflow/config/extensions_config.py

@@ -161,6 +161,10 @@ class SkillStateConfig(BaseModel):
     """Configuration for a single skill's state."""
 
     enabled: bool = Field(default=True, description="Whether this skill is enabled")
+    always_on: bool = Field(
+        default=False,
+        description="常驻(免压缩):开启技能压缩后,本技能仍以全文形式注入系统提示词,而非降级为索引+search_skills 检索",
+    )
     display: SkillDisplayConfig | None = Field(default=None, description="Optional frontend display adapter")
 
 
@@ -313,6 +317,21 @@ class ExtensionsConfig(BaseModel):
             return skill_category in ("public", "custom")
         return skill_config.enabled
 
+    def is_skill_always_on(self, skill_name: str) -> bool:
+        """Check if a skill is marked 常驻(免压缩).
+
+        Args:
+            skill_name: Name of the skill
+
+        Returns:
+            True if the skill should bypass skill compression, False otherwise
+            (default for skills without an explicit config entry).
+        """
+        skill_config = self.skills.get(skill_name)
+        if skill_config is None:
+            return False
+        return skill_config.always_on
+
 
 _extensions_config: ExtensionsConfig | None = None
 

offline-backend-20260512/backend/packages/harness/deerflow/config/system_settings.py

@@ -170,6 +170,26 @@ class LeaderboardSettings(BaseModel):
     model_config = ConfigDict(extra="ignore")
 
 
+class SkillCompressionSettings(BaseModel):
+    """Admin-configurable skill compression (技能压缩).
+
+    When ``enabled``, only skills explicitly marked 常驻(免压缩) (``always_on``)
+    are injected full-text into the lead agent's system prompt. Every other
+    enabled skill is "compressed": kept out of the prompt body and surfaced to
+    the agent on demand via the ``search_skills`` keyword-retrieval tool (and a
+    compact name index when ``keep_index_in_prompt`` is true). When disabled the
+    behaviour is unchanged — every enabled skill is injected full-text.
+    """
+
+    enabled: bool = Field(default=False, description="Whether skill compression is active (master switch)")
+    search_top_n: int = Field(default=5, ge=1, le=50, description="Max skills returned by the search_skills tool")
+    keep_index_in_prompt: bool = Field(
+        default=True,
+        description="Whether compressed skills still appear as a compact name-only index in the prompt",
+    )
+    model_config = ConfigDict(extra="ignore")
+
+
 class SystemSettings(BaseModel):
     """Top-level system settings document."""
 
@@ -179,6 +199,7 @@ class SystemSettings(BaseModel):
     appearance: AppearanceSettings = Field(default_factory=AppearanceSettings)
     citation_display: CitationDisplaySettings = Field(default_factory=CitationDisplaySettings)
     leaderboard: LeaderboardSettings = Field(default_factory=LeaderboardSettings)
+    skill_compression: SkillCompressionSettings = Field(default_factory=SkillCompressionSettings)
     model_config = ConfigDict(extra="ignore")
 
 
@@ -204,6 +225,15 @@ def load_system_settings() -> SystemSettings:
         return SystemSettings()
 
 
+def get_skill_compression_settings() -> SkillCompressionSettings:
+    """Convenience accessor for the skill-compression block (safe defaults on error)."""
+    try:
+        return load_system_settings().skill_compression
+    except Exception:
+        logger.debug("Failed to read skill compression settings; using defaults", exc_info=True)
+        return SkillCompressionSettings()
+
+
 def save_system_settings(settings: SystemSettings) -> SystemSettings:
     """Persist the settings document atomically, returning the saved value."""
     path = _settings_path()

offline-backend-20260512/backend/packages/harness/deerflow/knowledge/extractor.py

@@ -120,14 +120,18 @@ def related_links(project_name: str | None) -> list[str]:  # noqa: ARG001
 _related_links = related_links
 
 
-def _related_section_md(related_lines: list[str], source_lines: list[str]) -> str:
+def _related_section_md(related_lines: list[str], source_lines: list[str] | None = None) -> str:  # noqa: ARG001
-    """Render the ``## Related`` section, or ``""`` when there is nothing to show."""
+    """Render the ``## Related`` section, or ``""`` when there is nothing to show.
-    if not related_lines and not source_lines:
+
+    Sources are intentionally **not** rendered into the body anymore. The note
+    detail page already shows every source once via the structured ``来源`` block
+    (``note.sources``); emitting a ``### Sources`` sub-section here duplicated that
+    list (and broke the frontend's clean ``## Related`` extraction). The
+    ``source_lines`` argument is kept for backward compatibility and ignored.
+    """
+    if not related_lines:
         return ""
     inner = "\n".join(related_lines)
-    if source_lines:
-        sources_block = "### Sources\n\n" + "\n".join(source_lines)
-        inner = (inner + "\n\n" + sources_block) if inner else sources_block
     return f"## Related\n\n{inner}\n"
 
 

offline-backend-20260512/backend/packages/harness/deerflow/knowledge/llm_extractor.py

@@ -283,13 +283,16 @@ async def extract_thread_llm_multi(
     max_input_chars: int = 12000,
     allow_multi: bool = True,
     max_notes: int = 4,
+    system_prompt: str | None = None,
 ) -> list[NoteDraft]:
     """Distill a thread into one *or several* cross-linkable knowledge notes.
 
     The LLM may split a conversation that covers multiple independent topics into
     several declarative notes. Returns ``[]`` when there is nothing to sediment
     or the LLM path fails — callers should fall back to the rule-based extractor.
-    When ``allow_multi`` is false only the first note is kept.
+    When ``allow_multi`` is false only the first note is kept. ``system_prompt``
+    overrides the built-in distillation prompt with an operator-edited template
+    (used as-is, since the template is expected to be self-contained).
     """
     turns = extractor.split_turns(messages, max_messages=max_messages)
     if not turns:
@@ -303,8 +306,9 @@ async def extract_thread_llm_multi(
 
         model = create_chat_model(name=model_name or None, thinking_enabled=False)
         transcript = _build_transcript(turns, sources, max_chars=max_input_chars)
+        system_text = (system_prompt or "").strip() or (_SYSTEM_PROMPT + "\n\n" + WIKI_CAPTURE_GUIDANCE)
         prompt = [
-            SystemMessage(content=_SYSTEM_PROMPT + "\n\n" + WIKI_CAPTURE_GUIDANCE),
+            SystemMessage(content=system_text),
             HumanMessage(content=f"以下是一次对话，请按规范提炼为知识 JSON：\n\n{transcript}"),
         ]
         response = await model.ainvoke(prompt)
@@ -375,6 +379,7 @@ async def extract_document_llm_multi(
     max_input_chars: int = 12000,
     allow_multi: bool = True,
     max_notes: int = 4,
+    system_prompt: str | None = None,
 ) -> list[NoteDraft]:
     """Distill an imported **document** into one *or several* knowledge notes.
 
@@ -397,8 +402,9 @@ async def extract_document_llm_multi(
         model = create_chat_model(name=model_name or None, thinking_enabled=False)
         body = text if len(text) <= max_input_chars else text[:max_input_chars] + "\n…（已截断）"
         header = f"文档标题：{doc_title}\n\n" if doc_title else ""
+        system_text = (system_prompt or "").strip() or (_DOC_SYSTEM_PROMPT + "\n\n" + WIKI_CAPTURE_GUIDANCE)
         prompt = [
-            SystemMessage(content=_DOC_SYSTEM_PROMPT + "\n\n" + WIKI_CAPTURE_GUIDANCE),
+            SystemMessage(content=system_text),
             HumanMessage(content=f"以下是一篇文档，请按规范提炼为知识 JSON：\n\n{header}{body}"),
         ]
         response = await model.ainvoke(prompt)

offline-backend-20260512/backend/packages/harness/deerflow/knowledge/models.py

@@ -33,6 +33,7 @@ class KnowledgeNoteRow(Base):
     __table_args__ = (
         Index("ix_knowledge_notes_vault_path", "vault_path", mysql_length=191),
         Index("ix_knowledge_notes_source_id", "source_id", mysql_length=191),
+        Index("ix_knowledge_notes_folder", "folder", mysql_length=191),
     )
 
     id: Mapped[str] = mapped_column(String(64), primary_key=True)
@@ -40,6 +41,10 @@ class KnowledgeNoteRow(Base):
     summary: Mapped[str | None] = mapped_column(Text)
     content_md: Mapped[str] = mapped_column(PortableLongText())
     vault_path: Mapped[str | None] = mapped_column(String(1024))
+    # User-assigned directory (slash-joined path, e.g. "投研/行业"). Independent
+    # of the wiki-capture ``category`` and of ``vault_path``; drives the product
+    # directory tree. NULL = unfiled (shown under a fallback group).
+    folder: Mapped[str | None] = mapped_column(String(512))
     source_type: Mapped[str] = mapped_column(String(64), index=True)
     source_id: Mapped[str | None] = mapped_column(String(256))
     status: Mapped[str] = mapped_column(String(32), default="approved", index=True)
@@ -170,3 +175,49 @@ class KnowledgeRelationRow(Base):
     relation_type: Mapped[str] = mapped_column(String(128))
     weight: Mapped[float] = mapped_column(Float, default=1.0)
     created_at: Mapped[datetime] = mapped_column(BeijingDateTime(), default=lambda: datetime.now(UTC))
+
+
+class KnowledgeFolderRow(Base):
+    """User-managed knowledge directory (mirrors ``knowledge_folders``).
+
+    A folder is identified by its full slash-joined ``path`` (e.g. ``投研/行业``);
+    nesting is derived by splitting on ``/`` on the client. Folders exist
+    independently of notes so an operator can create an empty directory and file
+    notes into it later (``knowledge_notes.folder`` stores the chosen path).
+    Global/shared like the rest of the KB; ``created_by`` is audit-only.
+    """
+
+    __tablename__ = "knowledge_folders"
+    __table_args__ = (Index("uq_knowledge_folders_path", "path", unique=True, mysql_length=191),)
+
+    id: Mapped[str] = mapped_column(String(64), primary_key=True)
+    path: Mapped[str] = mapped_column(String(512))
+    name: Mapped[str] = mapped_column(String(256))
+    sort_order: Mapped[int] = mapped_column(Integer, default=0)
+    created_by: Mapped[str | None] = mapped_column(String(128))
+    created_at: Mapped[datetime] = mapped_column(BeijingDateTime(), default=lambda: datetime.now(UTC))
+
+
+class KnowledgeExtractTemplateRow(Base):
+    """Editable knowledge-extraction prompt template (mirrors ``knowledge_extract_templates``).
+
+    Lets an operator open up, edit and add multiple distillation prompts instead
+    of the hard-coded constants. ``scope`` is ``thread`` / ``document`` / ``both``;
+    at capture time the service resolves the chosen template (or the default for
+    that scope) and feeds its ``system_prompt`` to the extractor. Global/shared.
+    """
+
+    __tablename__ = "knowledge_extract_templates"
+    __table_args__ = (Index("uq_knowledge_extract_templates_name", "name", unique=True, mysql_length=191),)
+
+    id: Mapped[str] = mapped_column(String(64), primary_key=True)
+    name: Mapped[str] = mapped_column(String(256))
+    description: Mapped[str | None] = mapped_column(Text)
+    scope: Mapped[str] = mapped_column(String(16), default="both", index=True)
+    system_prompt: Mapped[str] = mapped_column(PortableLongText())
+    is_default: Mapped[bool] = mapped_column(default=False, index=True)
+    enabled: Mapped[bool] = mapped_column(default=True)
+    created_by: Mapped[str | None] = mapped_column(String(128))
+    updated_by: Mapped[str | None] = mapped_column(String(128))
+    created_at: Mapped[datetime] = mapped_column(BeijingDateTime(), default=lambda: datetime.now(UTC), index=True)
+    updated_at: Mapped[datetime] = mapped_column(BeijingDateTime(), default=lambda: datetime.now(UTC), onupdate=lambda: datetime.now(UTC))

offline-backend-20260512/backend/packages/harness/deerflow/knowledge/repository.py

@@ -18,6 +18,8 @@ from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
 from deerflow.knowledge.models import (
     KnowledgeEmbeddingRow,
     KnowledgeEntityRow,
+    KnowledgeExtractTemplateRow,
+    KnowledgeFolderRow,
     KnowledgeGraphBlacklistRow,
     KnowledgeNoteRow,
     KnowledgeNoteTagRow,
@@ -127,6 +129,7 @@ class KnowledgeRepository:
         status: str,
         confidence: float = 0.0,
         vault_path: str | None = None,
+        folder: str | None = None,
         tags: list[str] | None = None,
         created_by: str | None = None,
     ) -> dict[str, Any]:
@@ -138,6 +141,7 @@ class KnowledgeRepository:
             summary=summary,
             content_md=content_md,
             vault_path=vault_path,
+            folder=(folder or None),
             source_type=source_type,
             source_id=source_id,
             status=status,
@@ -175,6 +179,8 @@ class KnowledgeRepository:
         status: str | None = None,
         tags: list[str] | None = None,
         vault_path: str | None = None,
+        folder: str | None = None,
+        set_folder: bool = False,
         updated_by: str | None = None,
     ) -> dict[str, Any] | None:
         async with self._sf() as session:
@@ -191,6 +197,10 @@ class KnowledgeRepository:
                 row.status = status
             if vault_path is not None:
                 row.vault_path = vault_path
+            # ``set_folder`` lets the caller assign *or clear* (folder=None) the
+            # directory; a bare ``folder=None`` without the flag leaves it as-is.
+            if set_folder:
+                row.folder = (folder or None)
             if updated_by is not None:
                 row.updated_by = updated_by
             row.updated_at = datetime.now(UTC)
@@ -279,6 +289,7 @@ class KnowledgeRepository:
         entity: str | None = None,
         source_type: str | None = None,
         status: str | None = None,
+        folder: str | None = None,
         include_archived: bool = False,
         limit: int = 20,
         offset: int = 0,
@@ -294,6 +305,12 @@ class KnowledgeRepository:
                 conditions.append(KnowledgeNoteRow.status != "archived")
             if source_type:
                 conditions.append(KnowledgeNoteRow.source_type == source_type)
+            if folder is not None:
+                # Exact folder, plus any nested sub-folders (``folder/…``).
+                if folder == "":
+                    conditions.append(KnowledgeNoteRow.folder.is_(None))
+                else:
+                    conditions.append(or_(KnowledgeNoteRow.folder == folder, KnowledgeNoteRow.folder.like(f"{folder}/%")))
             if keyword:
                 like = f"%{keyword}%"
                 conditions.append(or_(KnowledgeNoteRow.title.like(like), KnowledgeNoteRow.summary.like(like), KnowledgeNoteRow.content_md.like(like)))
@@ -581,3 +598,184 @@ class KnowledgeRepository:
                     )
                 )
             await session.commit()
+
+    # -- folders ----------------------------------------------------------
+    async def list_folders(self) -> list[dict[str, Any]]:
+        """Return every managed directory, ordered by sort_order then path."""
+        async with self._sf() as session:
+            stmt = select(KnowledgeFolderRow).order_by(KnowledgeFolderRow.sort_order, KnowledgeFolderRow.path)
+            return [{"id": r.id, "path": r.path, "name": r.name, "sort_order": r.sort_order} for r in (await session.execute(stmt)).scalars()]
+
+    async def create_folder(self, path: str, *, created_by: str | None = None) -> dict[str, Any]:
+        """Create a directory by its full slash-joined path (idempotent on path).
+
+        Parent directories are auto-created so ``投研/行业/寿险`` materializes all
+        three levels. Returns the leaf folder row.
+        """
+        segments = [s.strip() for s in (path or "").split("/") if s.strip()]
+        if not segments:
+            raise ValueError("folder path is empty")
+        async with self._sf() as session:
+            acc: list[str] = []
+            leaf: KnowledgeFolderRow | None = None
+            for i, seg in enumerate(segments):
+                acc.append(seg)
+                full = "/".join(acc)
+                row = await self._folder_by_path(session, full)
+                if row is None:
+                    row = KnowledgeFolderRow(id=_new_id("kbdir"), path=full, name=seg, sort_order=i, created_by=created_by, created_at=datetime.now(UTC))
+                    session.add(row)
+                    await session.flush()
+                leaf = row
+            # Capture before commit: the async session expires attributes on
+            # commit, and re-reading them outside an awaited load would error.
+            result = {"id": leaf.id, "path": leaf.path, "name": leaf.name, "sort_order": leaf.sort_order}
+            await session.commit()
+            return result
+
+    @staticmethod
+    async def _folder_by_path(session: AsyncSession, path: str) -> KnowledgeFolderRow | None:
+        return (await session.execute(select(KnowledgeFolderRow).where(KnowledgeFolderRow.path == path))).scalars().first()
+
+    async def rename_folder(self, folder_id: str, new_path: str) -> dict[str, Any] | None:
+        """Rename/move a folder and re-point every descendant folder + note.
+
+        Both the folder rows under ``old/…`` and notes whose ``folder`` is ``old``
+        or ``old/…`` are rewritten to the new prefix, so the move is atomic.
+        """
+        new_path = "/".join(s.strip() for s in (new_path or "").split("/") if s.strip())
+        if not new_path:
+            raise ValueError("folder path is empty")
+        async with self._sf() as session:
+            row = await session.get(KnowledgeFolderRow, folder_id)
+            if row is None:
+                return None
+            old = row.path
+            if new_path == old:
+                return {"id": row.id, "path": row.path, "name": row.name, "sort_order": row.sort_order}
+            for f in (await session.execute(select(KnowledgeFolderRow).where(or_(KnowledgeFolderRow.path == old, KnowledgeFolderRow.path.like(f"{old}/%"))))).scalars():
+                f.path = new_path + f.path[len(old):]
+                f.name = f.path.split("/")[-1]
+            for n in (await session.execute(select(KnowledgeNoteRow).where(or_(KnowledgeNoteRow.folder == old, KnowledgeNoteRow.folder.like(f"{old}/%"))))).scalars():
+                n.folder = new_path + (n.folder[len(old):] if n.folder else "")
+            await session.commit()
+            refreshed = await session.get(KnowledgeFolderRow, folder_id)
+            return {"id": refreshed.id, "path": refreshed.path, "name": refreshed.name, "sort_order": refreshed.sort_order}
+
+    async def delete_folder(self, folder_id: str, *, reassign_to: str | None = None) -> bool:
+        """Delete a folder (and its sub-folders); notes inside move to ``reassign_to`` (or unfiled)."""
+        async with self._sf() as session:
+            row = await session.get(KnowledgeFolderRow, folder_id)
+            if row is None:
+                return False
+            old = row.path
+            target = (reassign_to or "").strip() or None
+            for n in (await session.execute(select(KnowledgeNoteRow).where(or_(KnowledgeNoteRow.folder == old, KnowledgeNoteRow.folder.like(f"{old}/%"))))).scalars():
+                n.folder = target
+            await session.execute(delete(KnowledgeFolderRow).where(or_(KnowledgeFolderRow.path == old, KnowledgeFolderRow.path.like(f"{old}/%"))))
+            await session.commit()
+            return True
+
+    # -- extraction templates ---------------------------------------------
+    @staticmethod
+    def _template_to_dict(row: KnowledgeExtractTemplateRow) -> dict[str, Any]:
+        d = row.to_dict()
+        d["created_at"] = _iso(d.get("created_at"))
+        d["updated_at"] = _iso(d.get("updated_at"))
+        return d
+
+    async def list_templates(self, *, scope: str | None = None, enabled_only: bool = False) -> list[dict[str, Any]]:
+        async with self._sf() as session:
+            stmt = select(KnowledgeExtractTemplateRow)
+            if scope:
+                stmt = stmt.where(or_(KnowledgeExtractTemplateRow.scope == scope, KnowledgeExtractTemplateRow.scope == "both"))
+            if enabled_only:
+                stmt = stmt.where(KnowledgeExtractTemplateRow.enabled.is_(True))
+            stmt = stmt.order_by(KnowledgeExtractTemplateRow.is_default.desc(), KnowledgeExtractTemplateRow.created_at)
+            return [self._template_to_dict(r) for r in (await session.execute(stmt)).scalars()]
+
+    async def get_template(self, template_id: str) -> dict[str, Any] | None:
+        async with self._sf() as session:
+            row = await session.get(KnowledgeExtractTemplateRow, template_id)
+            return self._template_to_dict(row) if row else None
+
+    async def get_default_template(self, scope: str) -> dict[str, Any] | None:
+        """Return the default enabled template applicable to ``scope`` (thread/document)."""
+        async with self._sf() as session:
+            stmt = (
+                select(KnowledgeExtractTemplateRow)
+                .where(KnowledgeExtractTemplateRow.enabled.is_(True))
+                .where(KnowledgeExtractTemplateRow.is_default.is_(True))
+                .where(or_(KnowledgeExtractTemplateRow.scope == scope, KnowledgeExtractTemplateRow.scope == "both"))
+                .limit(1)
+            )
+            row = (await session.execute(stmt)).scalars().first()
+            return self._template_to_dict(row) if row else None
+
+    async def template_name_taken(self, name: str, *, exclude_id: str | None = None) -> bool:
+        async with self._sf() as session:
+            stmt = select(KnowledgeExtractTemplateRow.id).where(func.lower(KnowledgeExtractTemplateRow.name) == (name or "").strip().lower())
+            if exclude_id:
+                stmt = stmt.where(KnowledgeExtractTemplateRow.id != exclude_id)
+            return (await session.execute(stmt)).first() is not None
+
+    async def create_template(self, *, name: str, system_prompt: str, scope: str = "both", description: str | None = None, is_default: bool = False, enabled: bool = True, created_by: str | None = None) -> dict[str, Any]:
+        async with self._sf() as session:
+            if is_default:
+                await self._clear_default(session, scope)
+            row = KnowledgeExtractTemplateRow(
+                id=_new_id("kbtpl"),
+                name=name.strip()[:256],
+                description=description,
+                scope=scope,
+                system_prompt=system_prompt,
+                is_default=is_default,
+                enabled=enabled,
+                created_by=created_by,
+                updated_by=created_by,
+                created_at=datetime.now(UTC),
+                updated_at=datetime.now(UTC),
+            )
+            session.add(row)
+            await session.commit()
+            await session.refresh(row)
+            return self._template_to_dict(row)
+
+    async def update_template(self, template_id: str, *, name: str | None = None, system_prompt: str | None = None, scope: str | None = None, description: str | None = None, is_default: bool | None = None, enabled: bool | None = None, updated_by: str | None = None) -> dict[str, Any] | None:
+        async with self._sf() as session:
+            row = await session.get(KnowledgeExtractTemplateRow, template_id)
+            if row is None:
+                return None
+            if name is not None:
+                row.name = name.strip()[:256]
+            if system_prompt is not None:
+                row.system_prompt = system_prompt
+            if scope is not None:
+                row.scope = scope
+            if description is not None:
+                row.description = description
+            if enabled is not None:
+                row.enabled = enabled
+            if is_default:
+                await self._clear_default(session, scope or row.scope)
+                row.is_default = True
+            elif is_default is False:
+                row.is_default = False
+            row.updated_by = updated_by
+            row.updated_at = datetime.now(UTC)
+            await session.commit()
+            await session.refresh(row)
+            return self._template_to_dict(row)
+
+    async def delete_template(self, template_id: str) -> bool:
+        async with self._sf() as session:
+            result = await session.execute(delete(KnowledgeExtractTemplateRow).where(KnowledgeExtractTemplateRow.id == template_id))
+            await session.commit()
+            return bool(result.rowcount)
+
+    @staticmethod
+    async def _clear_default(session: AsyncSession, scope: str) -> None:
+        """Unset is_default on any template that would collide with a new default for ``scope``."""
+        scopes = {scope, "both"} if scope != "both" else {"thread", "document", "both"}
+        for row in (await session.execute(select(KnowledgeExtractTemplateRow).where(KnowledgeExtractTemplateRow.is_default.is_(True)).where(KnowledgeExtractTemplateRow.scope.in_(scopes)))).scalars():
+            row.is_default = False

offline-backend-20260512/backend/packages/harness/deerflow/knowledge/schemas.py

@@ -48,6 +48,8 @@ class NoteDraft:
     source_id: str | None = None
     status: str = "approved"
     confidence: float = 0.0
+    # User-assigned directory (slash-joined path); None = unfiled.
+    folder: str | None = None
     tags: list[str] = field(default_factory=list)
     key_points: list[str] = field(default_factory=list)
     actions: list[str] = field(default_factory=list)

offline-backend-20260512/backend/packages/harness/deerflow/knowledge/service.py

@@ -145,6 +145,7 @@ class KnowledgeService:
             source_id=draft.source_id,
             status=draft.status,
             confidence=draft.confidence,
+            folder=draft.folder,
             tags=draft.tags,
             created_by=created_by,
         )
@@ -223,15 +224,21 @@ class KnowledgeService:
         created_by: str | None = None,
         skip_existing: bool = False,
         model_name: str | None = None,
+        template_id: str | None = None,
+        folder: str | None = None,
     ) -> dict[str, Any]:
         """Sediment a thread into a knowledge note.
 
         ``model_name`` optionally overrides the configured extraction model for
         this one capture (falls back to ``config.extract_model_name``).
+        ``template_id`` selects an operator-edited extraction prompt template
+        (falls back to the ``thread`` default, then the built-in prompt).
+        ``folder`` files the resulting note(s) under a user directory.
 
         Returns ``{"note": <note>, "created": bool}``. Raises
         :class:`EmptyThreadError` when there is nothing worth keeping.
         """
+        extract_prompt = await self._resolve_extract_prompt(template_id, "thread")
         # Always-on entry log: proves a capture was triggered for this thread,
         # regardless of how it ends (success / skip / fallback). Lets you tell
         # "capture never ran" apart from "logs not visible" via one grep.
@@ -276,6 +283,7 @@ class KnowledgeService:
                     model_name=model_name or self.config.extract_model_name,
                     max_input_chars=self.config.extract_max_input_chars,
                     allow_multi=self.config.multi_note_enabled,
+                    system_prompt=extract_prompt,
                 )
             except llm_extractor.LLMRejectedIngest as exc:
                 # The model judged this conversation worthless (greeting / meta
@@ -324,6 +332,8 @@ class KnowledgeService:
         normalized = normalize_status(effective_status)
         for draft in drafts:
             draft.status = normalized
+            if folder:
+                draft.folder = folder
         # Cross-link sibling notes from the same conversation by title, so the
         # split pages reference each other (resolved once all are persisted).
         if len(drafts) > 1:
@@ -370,6 +380,7 @@ class KnowledgeService:
         tags: list[str] | None = None,
         status: str = "approved",
         summary: str | None = None,
+        folder: str | None = None,
         created_by: str | None = None,
     ) -> dict[str, Any]:
         """Create a note directly from product-edited Markdown."""
@@ -388,6 +399,7 @@ class KnowledgeService:
             source_type="manual",
             source_id=None,
             status=normalize_status(status),
+            folder=(folder or None),
             tags=base_tags,
             confidence=0.5,
             related=extractor.related_links(self.project_name),
@@ -431,6 +443,8 @@ class KnowledgeService:
         created_by: str | None = None,
         model_name: str | None = None,
         skip_existing: bool = False,
+        template_id: str | None = None,
+        folder: str | None = None,
     ) -> dict[str, Any]:
         """Import a file (already converted to Markdown/text) into knowledge notes.
 
@@ -468,6 +482,7 @@ class KnowledgeService:
                 logger.info("[knowledge] file '%s' already imported (note %s); skipping", filename, existing.get("id"))
                 return {"note": existing, "created": False, "notes": [existing], "llm_fallback": False}
 
+        extract_prompt = await self._resolve_extract_prompt(template_id, "document")
         drafts: list[NoteDraft] = []
         llm_fallback = False
         if self.config.llm_extract_enabled:
@@ -482,6 +497,7 @@ class KnowledgeService:
                     model_name=model_name or self.config.extract_model_name,
                     max_input_chars=self.config.extract_max_input_chars,
                     allow_multi=self.config.multi_note_enabled,
+                    system_prompt=extract_prompt,
                 )
             except llm_extractor.LLMRejectedIngest as exc:
                 raise EmptyThreadError(f"File {filename} judged not worth ingesting: {exc}") from exc
@@ -496,6 +512,8 @@ class KnowledgeService:
         normalized = normalize_status(effective_status)
         for draft in drafts:
             draft.status = normalized
+            if folder:
+                draft.folder = folder
 
         # Cross-link sibling notes split from the same document (resolved by title
         # once all are persisted), mirroring multi-note thread capture.
@@ -526,6 +544,7 @@ class KnowledgeService:
         entity: str | None = None,
         source_type: str | None = None,
         status: str | None = None,
+        folder: str | None = None,
         limit: int = 20,
         offset: int = 0,
     ) -> dict[str, Any]:
@@ -535,6 +554,7 @@ class KnowledgeService:
             entity=entity,
             source_type=normalize_source_type(source_type) if source_type else None,
             status=status,
+            folder=folder,
             limit=limit,
             offset=offset,
         )
@@ -555,6 +575,8 @@ class KnowledgeService:
         tags: list[str] | None = None,
         status: str | None = None,
         summary: str | None = None,
+        folder: str | None = None,
+        set_folder: bool = False,
         updated_by: str | None = None,
     ) -> dict[str, Any] | None:
         current = await self.repo.get_note(note_id, with_sources=False)
@@ -576,6 +598,8 @@ class KnowledgeService:
             content_md=body,
             status=normalize_status(status) if status else None,
             tags=tags,
+            folder=folder,
+            set_folder=set_folder,
             updated_by=updated_by,
         )
         if note is None:
@@ -604,6 +628,84 @@ class KnowledgeService:
     async def list_versions(self, note_id: str) -> list[dict[str, Any]]:
         return await self.repo.list_versions(note_id)
 
+    # -- folders ----------------------------------------------------------
+    async def list_folders(self) -> list[dict[str, Any]]:
+        return await self.repo.list_folders()
+
+    async def create_folder(self, path: str, *, created_by: str | None = None) -> dict[str, Any]:
+        return await self.repo.create_folder(path, created_by=created_by)
+
+    async def rename_folder(self, folder_id: str, new_path: str) -> dict[str, Any] | None:
+        return await self.repo.rename_folder(folder_id, new_path)
+
+    async def delete_folder(self, folder_id: str, *, reassign_to: str | None = None) -> bool:
+        return await self.repo.delete_folder(folder_id, reassign_to=reassign_to)
+
+    # -- extraction templates ---------------------------------------------
+    async def _resolve_extract_prompt(self, template_id: str | None, scope: str) -> str | None:
+        """Return the system prompt for a capture, or ``None`` for the built-in default.
+
+        Resolution: explicit ``template_id`` → the scope's default template →
+        ``None`` (the extractor then uses its hard-coded prompt). Best-effort: any
+        lookup failure degrades to the built-in prompt so capture never breaks.
+        """
+        try:
+            if template_id:
+                tpl = await self.repo.get_template(template_id)
+                if tpl and tpl.get("enabled") and (tpl.get("system_prompt") or "").strip():
+                    return tpl["system_prompt"]
+            default = await self.repo.get_default_template(scope)
+            if default and (default.get("system_prompt") or "").strip():
+                return default["system_prompt"]
+        except Exception:
+            logger.exception("Failed to resolve knowledge extraction template (id=%s, scope=%s)", template_id, scope)
+        return None
+
+    async def list_extract_templates(self, *, scope: str | None = None, enabled_only: bool = False) -> list[dict[str, Any]]:
+        return await self.repo.list_templates(scope=scope, enabled_only=enabled_only)
+
+    async def get_extract_template(self, template_id: str) -> dict[str, Any] | None:
+        return await self.repo.get_template(template_id)
+
+    async def create_extract_template(self, **kwargs: Any) -> dict[str, Any]:
+        return await self.repo.create_template(**kwargs)
+
+    async def update_extract_template(self, template_id: str, **kwargs: Any) -> dict[str, Any] | None:
+        return await self.repo.update_template(template_id, **kwargs)
+
+    async def delete_extract_template(self, template_id: str) -> bool:
+        return await self.repo.delete_template(template_id)
+
+    async def template_name_taken(self, name: str, *, exclude_id: str | None = None) -> bool:
+        return await self.repo.template_name_taken(name, exclude_id=exclude_id)
+
+    async def seed_default_templates(self, *, created_by: str | None = None) -> int:
+        """Seed the two built-in distillation prompts as editable templates (idempotent).
+
+        Runs once on startup so an operator immediately sees — and can edit — the
+        prompts that drive 对话 / 文档 extraction. Existing templates with the same
+        name are left untouched. Returns the number of templates created.
+        """
+        from deerflow.knowledge import llm_extractor
+
+        guidance = llm_extractor.WIKI_CAPTURE_GUIDANCE
+        seeds = [
+            ("默认 · 对话提炼", "thread", llm_extractor._SYSTEM_PROMPT + "\n\n" + guidance, "对话沉淀的默认提炼提示词(wiki-capture 规范)。"),
+            ("默认 · 文档提炼", "document", llm_extractor._DOC_SYSTEM_PROMPT + "\n\n" + guidance, "文档导入的默认提炼提示词(wiki-capture 规范)。"),
+        ]
+        created = 0
+        for name, scope, prompt, desc in seeds:
+            try:
+                if await self.repo.template_name_taken(name):
+                    continue
+                await self.repo.create_template(name=name, system_prompt=prompt, scope=scope, description=desc, is_default=True, enabled=True, created_by=created_by)
+                created += 1
+            except Exception:
+                logger.exception("Failed to seed knowledge extraction template '%s'", name)
+        if created:
+            logger.info("[knowledge] seeded %d default extraction template(s)", created)
+        return created
+
     async def delete_note(self, note_id: str, *, updated_by: str | None = None, hard: bool = False) -> bool:
         """Soft delete (archive) by default; hard delete removes the vault file."""
         current = await self.repo.get_note(note_id, with_sources=False)

offline-backend-20260512/backend/packages/harness/deerflow/persistence/migrations/versions/20260616_02_knowledge_folders_templates.py

@@ -0,0 +1,84 @@
+"""Knowledge directories + editable extraction templates.
+
+New column ``knowledge_notes.folder``; new tables ``knowledge_folders`` and
+``knowledge_extract_templates``.
+
+Note: the running app also auto-adds the column + tables via
+``_ensure_orm_columns_sync`` / ``create_all`` on startup; this migration keeps
+the alembic history consistent per the repo convention (see backend/CLAUDE.md →
+Schema Migrations).
+
+Revision ID: 20260616_02
+Revises: 20260616_01
+Create Date: 2026-06-16
+"""
+
+from __future__ import annotations
+
+import sqlalchemy as sa
+from alembic import op
+from sqlalchemy import inspect
+from sqlalchemy.dialects import mysql
+
+
+revision = "20260616_02"
+down_revision = "20260616_01"
+branch_labels = None
+depends_on = None
+
+
+def _has_table(table_name: str) -> bool:
+    return table_name in inspect(op.get_bind()).get_table_names()
+
+
+def _has_column(table_name: str, column_name: str) -> bool:
+    if not _has_table(table_name):
+        return False
+    return any(col["name"] == column_name for col in inspect(op.get_bind()).get_columns(table_name))
+
+
+def upgrade() -> None:
+    if _has_table("knowledge_notes") and not _has_column("knowledge_notes", "folder"):
+        op.add_column("knowledge_notes", sa.Column("folder", sa.String(512), nullable=True))
+        op.create_index("ix_knowledge_notes_folder", "knowledge_notes", ["folder"], mysql_length=191)
+
+    if not _has_table("knowledge_folders"):
+        op.create_table(
+            "knowledge_folders",
+            sa.Column("id", sa.String(64), primary_key=True),
+            sa.Column("path", sa.String(512), nullable=False),
+            sa.Column("name", sa.String(256), nullable=False),
+            sa.Column("sort_order", sa.Integer(), nullable=False, server_default="0"),
+            sa.Column("created_by", sa.String(128), nullable=True),
+            sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+        )
+        op.create_index("uq_knowledge_folders_path", "knowledge_folders", ["path"], unique=True, mysql_length=191)
+
+    if not _has_table("knowledge_extract_templates"):
+        op.create_table(
+            "knowledge_extract_templates",
+            sa.Column("id", sa.String(64), primary_key=True),
+            sa.Column("name", sa.String(256), nullable=False),
+            sa.Column("description", sa.Text(), nullable=True),
+            sa.Column("scope", sa.String(16), nullable=False, server_default="both"),
+            sa.Column("system_prompt", sa.Text().with_variant(mysql.LONGTEXT(), "mysql"), nullable=False),
+            sa.Column("is_default", sa.Boolean(), nullable=False, server_default=sa.text("0")),
+            sa.Column("enabled", sa.Boolean(), nullable=False, server_default=sa.text("1")),
+            sa.Column("created_by", sa.String(128), nullable=True),
+            sa.Column("updated_by", sa.String(128), nullable=True),
+            sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+            sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
+        )
+        op.create_index("ix_knowledge_extract_templates_scope", "knowledge_extract_templates", ["scope"])
+        op.create_index("ix_knowledge_extract_templates_is_default", "knowledge_extract_templates", ["is_default"])
+        op.create_index("ix_knowledge_extract_templates_created_at", "knowledge_extract_templates", ["created_at"])
+        op.create_index("uq_knowledge_extract_templates_name", "knowledge_extract_templates", ["name"], unique=True, mysql_length=191)
+
+
+def downgrade() -> None:
+    if _has_table("knowledge_extract_templates"):
+        op.drop_table("knowledge_extract_templates")
+    if _has_table("knowledge_folders"):
+        op.drop_table("knowledge_folders")
+    if _has_column("knowledge_notes", "folder"):
+        op.drop_column("knowledge_notes", "folder")

offline-backend-20260512/backend/packages/harness/deerflow/persistence/models/__init__.py

@@ -28,6 +28,8 @@ from deerflow.persistence.feedback.model import FeedbackRow
 from deerflow.knowledge.models import (
     KnowledgeEmbeddingRow,
     KnowledgeEntityRow,
+    KnowledgeExtractTemplateRow,
+    KnowledgeFolderRow,
     KnowledgeGraphBlacklistRow,
     KnowledgeNoteRow,
     KnowledgeNoteTagRow,
@@ -78,6 +80,8 @@ __all__ = [
     "BusinessMappingRow",
     "KnowledgeEmbeddingRow",
     "KnowledgeEntityRow",
+    "KnowledgeExtractTemplateRow",
+    "KnowledgeFolderRow",
     "KnowledgeGraphBlacklistRow",
     "KnowledgeNoteRow",
     "KnowledgeNoteTagRow",

offline-backend-20260512/backend/packages/harness/deerflow/persistence/positions/model.py

@@ -1,8 +1,8 @@
 """ORM models for 岗位 (positions) and their per-resource tag bindings.
 
 A **position** (岗位) is an admin-managed aggregation layer that decides which
-agents / skills / scheduled tasks / custom prompts / recommended questions a
+agents / skills / scheduled tasks / recommended questions a user is subscribed
-user is subscribed to. Each user has at most one position (the link lives on
+to. Each user has at most one position (the link lives on
 ``users.position_id``, a 1:1 relation — see ``UserRow``).
 
 Two tables here:
@@ -26,8 +26,9 @@ from deerflow.persistence.base import Base
 from deerflow.persistence.types import BeijingDateTime
 
 # Resource types a position can grant. The first three reuse the existing
-# typed-tag namespace (``deerflow.persistence.tags``); ``user_prompt`` and
+# typed-tag namespace (``deerflow.persistence.tags``); ``recommended_question``
-# ``recommended_question`` are added by the same change (see TAG_TYPES).
+# was added alongside (see TAG_TYPES). The removed ``user_prompt`` type is no
+# longer accepted — ``get_tag_bindings`` drops any stale rows of that type.
 POSITION_RESOURCE_TYPES: tuple[str, ...] = (
     "agent",
     "skill",

offline-backend-20260512/backend/packages/harness/deerflow/persistence/positions/sql.py

@@ -11,7 +11,7 @@ from sqlalchemy.exc import IntegrityError
 from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
 
 from deerflow.persistence.positions.base import PositionStore
-from deerflow.persistence.positions.model import PositionRow, PositionTagBindingRow
+from deerflow.persistence.positions.model import POSITION_RESOURCE_TYPES, PositionRow, PositionTagBindingRow
 from deerflow.persistence.user.model import UserRow
 
 
@@ -134,6 +134,11 @@ class PositionRepository(PositionStore):
             )
             out: dict[str, list[str]] = {}
             for r in rows:
+                # Drop bindings for resource types no longer supported (e.g. the
+                # removed ``user_prompt`` type) so stale rows can't poison the
+                # editor or be echoed back into a 422 on save.
+                if r.resource_type not in POSITION_RESOURCE_TYPES:
+                    continue
                 out.setdefault(r.resource_type, []).append(r.tag_id)
             return out
 

offline-backend-20260512/backend/packages/harness/deerflow/skills/storage/local_skill_storage.py

@@ -54,11 +54,42 @@ class LocalSkillStorage(SkillStorage):
         return self._host_root
 
     def custom_skill_exists(self, name: str) -> bool:
-        return self.get_custom_skill_file(name).exists()
+        return self._resolve_skill_dir(name, SkillCategory.CUSTOM) is not None
 
     def public_skill_exists(self, name: str) -> bool:
+        return self._resolve_skill_dir(name, SkillCategory.PUBLIC) is not None
+
+    def _resolve_skill_dir(self, name: str, category: SkillCategory) -> Path | None:
+        """Return the on-disk directory of the skill identified by *name*.
+
+        Discovery (``_iter_skill_files``/``load_skills``) keys a skill by the
+        ``name`` in its SKILL.md frontmatter, but a hand-dropped or mis-extracted
+        skill can live at a directory whose name differs from that frontmatter
+        name. Locating a skill by the canonical ``<category>/<name>`` path alone
+        would then make it *listable but not deletable/readable*.
+
+        Fast path: the canonical ``<category>/<name>`` layout. Fallback: scan the
+        discovered SKILL.md files and match on the parsed frontmatter ``name`` so
+        delete/read/editability stay consistent with what discovery surfaces.
+        Returns ``None`` when no such skill is discoverable.
+        """
+        from deerflow.skills.parser import parse_skill_file
+
         normalized_name = self.validate_skill_name(name)
-        return (self._host_root / SkillCategory.PUBLIC.value / normalized_name / SKILL_MD_FILE).exists()
+        canonical = self._host_root / category.value / normalized_name
+        if (canonical / SKILL_MD_FILE).is_file():
+            return canonical
+        for found_category, category_root, md_path in self._iter_skill_files():
+            if found_category != category:
+                continue
+            skill = parse_skill_file(
+                md_path,
+                category=found_category,
+                relative_path=md_path.parent.relative_to(category_root),
+            )
+            if skill and skill.name == normalized_name:
+                return md_path.parent
+        return None
 
     def _iter_skill_files(self) -> Iterable[tuple[SkillCategory, Path, Path]]:
         if not self._host_root.exists():
@@ -71,12 +102,19 @@ class LocalSkillStorage(SkillStorage):
                 dir_names[:] = sorted(name for name in dir_names if not name.startswith("."))
                 if SKILL_MD_FILE not in file_names:
                     continue
+                # A directory containing SKILL.md *is* a self-contained skill;
+                # treat it as a leaf and do not descend into its subdirectories.
+                # This keeps bundled assets that ship their own SKILL.md (e.g.
+                # ``examples/`` or ``references/`` inside a skill package) from
+                # being surfaced as separate, undeletable top-level skills.
+                dir_names[:] = []
                 yield category, category_path, Path(current_root) / SKILL_MD_FILE
 
     def read_custom_skill(self, name: str) -> str:
-        if not self.custom_skill_exists(name):
+        skill_dir = self._resolve_skill_dir(name, SkillCategory.CUSTOM)
+        if skill_dir is None:
             raise FileNotFoundError(f"Custom skill '{name}' not found.")
-        return (self.get_custom_skill_dir(name) / SKILL_MD_FILE).read_text(encoding="utf-8")
+        return (skill_dir / SKILL_MD_FILE).read_text(encoding="utf-8")
 
     def write_custom_skill(self, name: str, relative_path: str, content: str) -> None:
         target = self.validate_relative_path(relative_path, self.get_custom_skill_dir(name))
@@ -251,7 +289,17 @@ class LocalSkillStorage(SkillStorage):
     def delete_custom_skill(self, name: str, *, history_meta: dict | None = None) -> None:
         self.validate_skill_name(name)
         self.ensure_custom_skill_is_editable(name)
-        target = self.get_custom_skill_dir(name)
+        # Delete the skill's *discovered* directory, not the assumed
+        # ``custom/<name>`` path — a skill placed at a non-canonical or nested
+        # location must still be removable now that discovery surfaced it.
+        target = self._resolve_skill_dir(name, SkillCategory.CUSTOM)
+        if target is None:
+            raise FileNotFoundError(f"Custom skill '{name}' not found.")
+        # Safety: never escape the custom root, and never remove the root itself.
+        custom_root = (self._host_root / SkillCategory.CUSTOM.value).resolve()
+        resolved_target = target.resolve()
+        if resolved_target == custom_root or custom_root not in resolved_target.parents:
+            raise ValueError(f"Refusing to delete skill '{name}': resolved path '{resolved_target}' is outside the custom skills directory.")
         if history_meta is not None:
             prev_content = self.read_custom_skill(name)
             try:

offline-backend-20260512/backend/packages/harness/deerflow/skills/storage/skill_storage.py

@@ -247,6 +247,7 @@ class SkillStorage(ABC):
             extensions_config = ExtensionsConfig.from_file()
             for skill in skills:
                 skill.enabled = extensions_config.is_skill_enabled(skill.name, skill.category)
+                skill.always_on = extensions_config.is_skill_always_on(skill.name)
         except Exception as e:
             logger.warning("Failed to load extensions config: %s", e)
 

offline-backend-20260512/backend/packages/harness/deerflow/skills/types.py

@@ -28,6 +28,7 @@ class Skill:
     relative_path: Path  # Relative path from category root to skill directory
     category: SkillCategory  # 'public' or 'custom'
     enabled: bool = False  # Whether this skill is enabled
+    always_on: bool = False  # 常驻(免压缩):开启压缩后仍把本技能全文注入系统提示词
 
     @property
     def skill_path(self) -> str:

offline-backend-20260512/backend/packages/harness/deerflow/tools/builtins/skill_tools.py

@@ -176,6 +176,113 @@ def skill_view_tool(name: str, runtime: ToolRuntime) -> str:
     return skill_view_impl(name, _resolve_active_agent_id(runtime))
 
 
+def _resolve_skills_container_base_path() -> str:
+    """容器内技能挂载根路径(用于回传 location,供 agent read_file)。"""
+    try:
+        from deerflow.config import get_app_config
+
+        return get_app_config().skills.container_path
+    except Exception:
+        return "/mnt/skills"
+
+
+def _score_skill(query_terms: list[str], haystack: str) -> int:
+    """对单个技能按关键词命中计分(纯关键词、离线、确定性)。"""
+    score = 0
+    for term in query_terms:
+        if term and term in haystack:
+            score += 1
+    return score
+
+
+def search_skills_impl(query: str, agent_id: str | None, top_n: int = 5) -> str:
+    """按关键词检索可用技能,返回 top-N 的 name/description/category/location。
+
+    与 ``skill_list`` 共享可见性过滤(自定义 agent 走白名单;默认 lead agent 只
+    暴露未归档且内置或属于当前用户的技能),并只检索**已启用**的技能 —— 它是
+    "技能压缩"开启后,agent 调出被压缩(非常驻)技能的主要入口。匹配字段为技能
+    名与描述。
+    """
+    import re
+
+    from deerflow.skills.storage import get_or_new_skill_storage
+    from deerflow.skills.types import SkillCategory
+    from deerflow.skills.usage import STATE_ARCHIVED, all_entries
+
+    query = (query or "").strip()
+    if not query:
+        return "search_skills: empty query. Provide a short keyword query describing the task."
+
+    terms = [t for t in re.findall(r"\w+", query.lower()) if t]
+    # 整串也作为一个匹配项,兼顾中文等不被 \w+ 切分出有意义 token 的查询。
+    whole = query.lower()
+    if whole and whole not in terms:
+        terms.append(whole)
+
+    allowed = _load_agent_skill_whitelist(agent_id)
+    owned: set[str] | None = None
+    if allowed is None:
+        owned = _load_owned_skill_names(_resolve_effective_user_id())
+
+    try:
+        top_n = max(1, min(int(top_n or 5), 50))
+    except (TypeError, ValueError):
+        top_n = 5
+
+    try:
+        storage = get_or_new_skill_storage()
+        skills = storage.load_skills(enabled_only=True)
+        usage = all_entries()
+        base_path = _resolve_skills_container_base_path()
+        scored: list[tuple[int, dict]] = []
+        for skill in skills:
+            entry = usage.get(skill.name, {})
+            if allowed is not None:
+                if skill.name not in allowed:
+                    continue
+            else:
+                if entry.get("state") == STATE_ARCHIVED:
+                    continue
+                if skill.category == SkillCategory.CUSTOM and owned is not None and skill.name not in owned:
+                    continue
+            haystack = f"{skill.name} {skill.description}".lower()
+            score = _score_skill(terms, haystack)
+            if score <= 0:
+                continue
+            scored.append((
+                score,
+                {
+                    "name": skill.name,
+                    "description": skill.description,
+                    "category": skill.category.value if hasattr(skill.category, "value") else str(skill.category),
+                    "location": skill.get_container_file_path(base_path),
+                },
+            ))
+        scored.sort(key=lambda x: x[0], reverse=True)
+        results = [item for _, item in scored[:top_n]]
+        if not results:
+            return f"No skills matched '{query}'. Try a broader keyword, or call skill_list to browse everything available."
+        return json.dumps(results, ensure_ascii=False, indent=2)
+    except Exception as e:
+        logger.debug("search_skills failed: %s", e)
+        return f"Error searching skills: {e}"
+
+
+@tool("search_skills")
+def search_skills_tool(query: str, runtime: ToolRuntime) -> str:
+    """Search available skills by keyword and return the best matches.
+
+    Use this to discover skills that are not already described in full in your
+    system prompt. Returns a JSON array of matches, each with `name`,
+    `description`, `category`, and `location` — then `read_file` the `location`
+    of the most relevant match and follow its SKILL.md instructions.
+
+    Args:
+        query: A short keyword query describing the task (e.g. 'pdf table extract').
+    """
+    return search_skills_impl(query, _resolve_active_agent_id(runtime))
+
+
 @tool("skill_list")
 def skill_list_tool(runtime: ToolRuntime) -> str:
     """List skills available to this agent, with metadata and usage stats.

offline-backend-20260512/backend/packages/harness/deerflow/tools/tools.py

@@ -139,6 +139,18 @@ def get_available_tools(
 
     builtin_tools.extend([skill_list_tool, skill_view_tool])
 
+    # search_skills —— 仅当管理员开启"技能压缩"时提供。压缩开启后,非常驻技能不再
+    # 全文注入系统提示词,agent 通过该关键词检索工具按需调出(纯关键词、离线、确定性)。
+    try:
+        from deerflow.config.system_settings import get_skill_compression_settings
+
+        if get_skill_compression_settings().enabled:
+            from deerflow.tools.builtins.skill_tools import search_skills_tool
+
+            builtin_tools.append(search_skills_tool)
+    except Exception:  # noqa: BLE001 - 读取设置失败不能阻断 agent 构建
+        logger.debug("Failed to evaluate skill compression setting for search_skills tool", exc_info=True)
+
     # read_peer_delivery —— 圆桌席位「按需读取前序席位完整交付」的只读工具(从 run context
     # 取网关注入的全文,非圆桌场景为空 → 工具自述「无」)。始终提供(只读、无副作用);圆桌
     # 总控/报告角色由 run policy 显式排除,避免干扰它们。

offline-backend-20260512/backend/scripts/cleanup_knowledge_related.py

@@ -0,0 +1,182 @@
+"""一次性清洗:修正历史知识笔记里遗留的 `## Related` 结构链接与 `### Sources`。
+
+背景
+====
+早期沉淀的每条笔记都会在 `## Related` 段自动塞入“结构性” wikilink
+(`[[index]]` / `[[_meta/taxonomy]]` / `[[projects/<project>/…]]` / 项目 hub),
+并在 `## Related` 下嵌套一个 `### Sources` 子段。现在:
+
+- 真·相关链接只用裸标题 `[[Title]]`(由 service 层按共享标签注入);
+- 来源统一由结构化的「来源」区块(`note.sources`)展示,不再写进正文。
+
+但历史笔记的 `content_md`(数据库 + vault 文件)里仍焊死着这些遗留内容,
+导致详情页出现噪声链接、以及 sources/来源 重复。本脚本把它们清理掉。
+
+清洗规则(保守,只删明确匹配项)
+================================
+对每条笔记的正文:
+1. 删除 `## Related` 段内的 `### Sources` 子段(标题 + 其下条目);
+2. 删除 `## Related` 段内的“结构性”链接条目 —— 即 wikilink 目标包含 `/`、
+   或等于 `index` / `taxonomy` 之类的脚手架页(真·相关链接是裸标题,予以保留);
+3. 若清理后 `## Related` 段已无任何内容条目,则连同 `## Related` 标题一并删除;
+4. 折叠多余空行。
+
+裸标题的 `[[Title]]` 相关链接、其它正文内容一律保留(无数据丢失)。
+
+用法
+====
+::
+
+    # 预览(不写盘),打印每条将要发生的改动
+    PYTHONPATH=. python scripts/cleanup_knowledge_related.py --dry-run
+
+    # 执行(写回数据库 + 重写 vault 文件)
+    PYTHONPATH=. python scripts/cleanup_knowledge_related.py
+
+    # 只处理单条
+    PYTHONPATH=. python scripts/cleanup_knowledge_related.py --note-id kb_xxx
+
+脚本幂等:已经干净的笔记会被跳过。写回走 `KnowledgeService.update_note`,
+所以每次改动都会落一份版本快照(可在「编辑历史」回滚)。
+"""
+
+from __future__ import annotations
+
+import argparse
+import asyncio
+import logging
+import re
+import sys
+
+logger = logging.getLogger("cleanup_knowledge_related")
+
+_RELATED_HEADER_RE = re.compile(r"^##\s+(Related|相关知识|相关文档|相关)\s*$", re.IGNORECASE)
+_SOURCES_HEADER_RE = re.compile(r"^###\s+(Sources|来源)\s*$", re.IGNORECASE)
+_H12_RE = re.compile(r"^#{1,2}\s+")
+_H123_RE = re.compile(r"^#{1,3}\s+")
+_BULLET_LINK_RE = re.compile(r"^[-*]\s*\[\[([^\]\n|]+)(?:\|[^\]\n]+)?\]\]\s*$")
+
+
+def _is_structural_target(target: str) -> bool:
+    """A `## Related` wikilink that points at vault scaffolding (not a real note).
+
+    Real related cross-links are bare note titles (`[[标题]]`) with no slashes.
+    The legacy structural links were full vault paths / meta pages.
+    """
+    t = (target or "").strip().strip("/").lower()
+    if not t:
+        return True
+    if "/" in t:  # projects/<p>/…, _meta/taxonomy, … — all structural
+        return True
+    return t in {"index", "taxonomy", "hot", "log", "_meta"}
+
+
+def clean_note_body(md: str) -> str:
+    """Strip the legacy `### Sources` subsection + structural `## Related` links.
+
+    Pure function (no I/O) so it can be unit-tested. Returns the cleaned body;
+    identical to the input when there is nothing to clean.
+    """
+    lines = md.split("\n")
+    n = len(lines)
+    out: list[str] = []
+    i = 0
+    in_fence = False
+    while i < n:
+        line = lines[i]
+        if re.match(r"^\s*(```|~~~)", line):
+            in_fence = not in_fence
+            out.append(line)
+            i += 1
+            continue
+        if in_fence or not _RELATED_HEADER_RE.match(line.strip()):
+            out.append(line)
+            i += 1
+            continue
+
+        # --- inside a `## Related` section -------------------------------
+        header = line
+        j = i + 1
+        kept: list[str] = []  # surviving content lines of this section
+        while j < n:
+            cur = lines[j]
+            stripped = cur.strip()
+            if _H12_RE.match(cur):  # next h1/h2 ends the Related section
+                break
+            if _SOURCES_HEADER_RE.match(stripped):
+                # Drop the `### Sources` header and everything until the next header.
+                j += 1
+                while j < n and not _H123_RE.match(lines[j]):
+                    j += 1
+                continue
+            m = _BULLET_LINK_RE.match(stripped)
+            if m and _is_structural_target(m.group(1)):
+                j += 1  # drop the structural link bullet
+                continue
+            kept.append(cur)
+            j += 1
+
+        meaningful = [ln for ln in kept if ln.strip()]
+        if meaningful:
+            out.append(header)
+            out.extend(kept)
+        # else: drop the now-empty `## Related` section entirely.
+        i = j
+
+    cleaned = "\n".join(out)
+    cleaned = re.sub(r"\n{3,}", "\n\n", cleaned).rstrip() + "\n"
+    return cleaned
+
+
+async def _run(dry_run: bool, only_note_id: str | None) -> int:
+    from deerflow.config import get_app_config
+    from deerflow.knowledge import make_knowledge_service
+    from deerflow.persistence.engine import close_engine, get_session_factory, init_engine_from_config
+
+    config = get_app_config()
+    await init_engine_from_config(config.database)
+    sf = get_session_factory()
+    if sf is None:
+        logger.error("No database session factory — is the database backend configured?")
+        return 1
+    service = make_knowledge_service(sf, config.knowledge)
+    if service is None:
+        logger.error("Knowledge base disabled (knowledge.enabled=false) or memory backend; nothing to do.")
+        return 1
+
+    notes = await service.repo.list_all(include_archived=True)
+    if only_note_id:
+        notes = [n for n in notes if n.get("id") == only_note_id]
+
+    scanned = changed = 0
+    for note in notes:
+        scanned += 1
+        body = note.get("content_md") or ""
+        cleaned = clean_note_body(body)
+        if cleaned == body:
+            continue
+        changed += 1
+        nid = note.get("id")
+        title = note.get("title") or nid
+        if dry_run:
+            logger.info("[dry-run] would clean %s — %s (%d → %d chars)", nid, title, len(body), len(cleaned))
+        else:
+            await service.update_note(nid, content_md=cleaned, updated_by="cleanup_script")
+            logger.info("cleaned %s — %s", nid, title)
+
+    await close_engine()
+    logger.info("Done. scanned=%d, %s=%d", scanned, "would-change" if dry_run else "changed", changed)
+    return 0
+
+
+def main() -> int:
+    logging.basicConfig(level=logging.INFO, format="%(message)s")
+    parser = argparse.ArgumentParser(description="Clean legacy `## Related` structural links + `### Sources` from knowledge notes.")
+    parser.add_argument("--dry-run", action="store_true", help="Preview changes without writing.")
+    parser.add_argument("--note-id", default=None, help="Only process this note id.")
+    args = parser.parse_args()
+    return asyncio.run(_run(args.dry_run, args.note_id))
+
+
+if __name__ == "__main__":
+    sys.exit(main())

offline-backend-20260512/backend/scripts/sql/column_additions_mysql.sql

@@ -94,6 +94,10 @@ CALL _add_column_if_missing('agent_favorites', 'position_id', 'VARCHAR(64) NULL
 CALL _add_column_if_missing('scheduled_task_subscriptions', 'origin', "VARCHAR(16) NOT NULL DEFAULT 'user'");
 CALL _add_column_if_missing('scheduled_task_subscriptions', 'position_id', 'VARCHAR(64) NULL DEFAULT NULL');
 
+-- knowledge_notes.folder: 用户自建目录(斜杠分隔路径),驱动产品目录树;NULL=未归类。
+-- (knowledge_folders / knowledge_extract_templates 为【新表】,由 create_all 自动建,无需在此补列。)
+CALL _add_column_if_missing('knowledge_notes', 'folder', 'VARCHAR(512) NULL DEFAULT NULL');
+
 -- ---- 清理临时存储过程 --------------------------------------------------------
 DROP PROCEDURE IF EXISTS _add_column_if_missing;
 
@@ -111,6 +115,20 @@ PREPARE stmt FROM @idx_ddl;
 EXECUTE stmt;
 DEALLOCATE PREPARE stmt;
 
+-- ---- knowledge_notes.folder 索引(幂等) --------------------------------------
+SET @idx_exists = (
+    SELECT COUNT(*) FROM information_schema.statistics
+     WHERE table_schema = DATABASE()
+       AND table_name = 'knowledge_notes'
+       AND index_name = 'ix_knowledge_notes_folder'
+);
+SET @idx_ddl = IF(@idx_exists = 0,
+    'CREATE INDEX `ix_knowledge_notes_folder` ON `knowledge_notes` (`folder`(191))',
+    'SELECT ''SKIPPED  ix_knowledge_notes_folder (already exists)'' AS result');
+PREPARE stmt FROM @idx_ddl;
+EXECUTE stmt;
+DEALLOCATE PREPARE stmt;
+
 -- ---- 执行后自检:确认本批次涉及的列都已存在 ---------------------------------
 SELECT table_name, column_name
   FROM information_schema.columns

offline-backend-20260512/config.yaml

@@ -310,7 +310,14 @@ summarization:
       value: 60000
     - type: messages
       value: 80
+  # Keep a small *token* budget of recent context (same unit as the token
+  # trigger, well below it). This is what the model receives after compaction:
+  # [summary, ~16000 tokens of recent turns]. Small keep = small model context
+  # (fast, no overflow) AND infrequent re-compaction — the preserved window
+  # grows from ~16000 up to the 60000 trigger before folding into a new summary,
+  # which spans many turns. The full conversation still stays in state for the
+  # page; only what is sent to the model is compressed.
   keep:
-    type: messages
+    type: tokens
-    value: 20
+    value: 16000
   trim_tokens_to_summarize: 4000