merge: 合并 master 冲突，保留暗色主题 + 内嵌传参支持

- StudioNotebookDetailPage: 保留 notebookIdProp 内嵌传参 + useTheme 透传
- StudioNotebooksPage: 保留 onOpen 回调 + 暗色主题卡片样式

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

CLAUDE.md

@@ -84,6 +84,7 @@ The frontend (`frontend-web/`) is a React 19 + Vite SPA:
 - **LLM streaming**: `@langchain/langgraph-sdk` streams messages from the backend via SSE
 - **UI**: Radix UI primitives + TailwindCSS v4 + shadcn-style components in `src/components/ui/`
 - **Shims**: `src/shims/` provides `next/link` and `next/navigation` polyfills (original code was Next.js)
+- **Login URL params** (`LoginPage.tsx`, frontend-only — the backend never sees these): besides the auth params (`ticket`/`userId`/`env`/`theme`/`yUserId`/`token`/`access_token`/`authToken`/`password`), the page supports a **task deep-link** via `?taskId=&goPath=`. After login it calls the consumer API `GET {VITE_AIPI_CONSUMER_URL}/taskAnalyseSearch/cop-task-detail?taskId=` (header `Authorization: Bearer admin`, auto-injected by `utils/request.ts`), stashes the full `data` (`id/overview/taskDirection/taskName/taskContent`) into `sessionStorage["login.copTaskDetail"]`, then routes by `goPath`: base codes `3qfx`/`rwfx`/`xdfx` → that business's configured **single agent** Q&A (resolved via `/api/business-mapping`, opening message in `sessionStorage.pendingAgentMessage`); the `-A` suffix (`3qfx-A`/…) → **multi-agent roundtable** with `roundtablePrefill.businessCode` so the page auto-selects the configured 业务链条. goPath→businessCode: `3qfx`→`3Q`, `rwfx`→`6BF`, `xdfx`→`7BF`. **Both targets render embedded under the 任务管理 layout** — nested routes under `task-management/<business-path>/{roundtable,agent/:agent_id/chats/:thread_id}` in `StrategyRoutes.tsx` (`<business-path>` = `plan-task-sentiment` / `plan-task/plan-task-fx` / `plan-task/plan-task-action`, matching the COH中任务 menu paths in `sidebar-menu.ts`) so the global sidebar keeps 任务管理 → COH中任务 → the matching business highlighted. The agent chat is rendered via `TaskEmbeddedAgentChat`, which passes `AgentChatPage`'s `chatBasePath` prop so the post-send URL rewrite + new-chat button stay in the task-management context (instead of the standalone `/agents/...` route). Any failure (no consumer URL / fetch error / unmapped goPath / no configured agent) silently falls back to the default home. Helpers: `core/auth/task-deeplink.ts`.
 
 ### Configuration
 

frontend-web/.env.development

@@ -4,6 +4,9 @@
 # 任务看板数据源：true=真实接口（默认）；改成 false 可让任务分析/三情分析两页走本地假数据。
 VITE_USE_REAL_DATA=true
 
+# 任务详情（登录深链 cop-task-detail）数据源：默认真实接口；改成 true 走本地假数据（consumer 外网不可达时调试用）。
+VITE_MOCK_COP_TASK_DETAIL=false
+
 # Gateway / DeerFlow API
 VITE_BACKEND_BASE_URL=http://127.0.0.1:8001
 VITE_LANGGRAPH_BASE_URL=http://127.0.0.1:8001/api
@@ -27,7 +30,7 @@ VITE_AIPI_B2ACTOR_XWT_PATH=/fromB/toXWT?isFrame=1
 VITE_AIPI_KNOWLEDGE_IFRAME_API_URL=https://ch1.b.uat.4.cn/knowes/api/iframeKnowledgeUrl
 VITE_AIPI_KNOWLEDGE_IFRAME_SKIN=red
 VITE_AIPI_MOPECHAT_URL=https://ch1.b.uat.4.cn/likun_b1_mope
-VITE_AIPI_BACKENP_URL=http://localhost:8003
+VITE_AIPI_BACKENP_URL=http://47.88.25.99:8000
 # 工作室/空间后端接口（侧边栏“工作室”列表、空间详情等都走这里，不是 VITE_NOTE_API_BASE_URL）
 # 工作室/空间前端地址（用于 auth/callback 等跳转）
 # VITE_AIPI_FRONTEND_URL=https://knowledgetoolserver.b.uat.4.cn

frontend-web/.env.example

@@ -33,6 +33,11 @@
 # 仅本机 .env 默认 false（假数据）。改后需重启 dev / 重新打包生效。
 # VITE_USE_REAL_DATA=true
 
+# --- 任务详情（登录深链 cop-task-detail）数据源开关 ---
+# 默认真实接口（未设/false）；改成 true 时该接口走本地假数据（consumer 外网不可达时调试用）。
+# 与 VITE_USE_REAL_DATA 独立。改后需重启 dev / 重新打包生效。
+# VITE_MOCK_COP_TASK_DETAIL=false
+
 # MaxKey 鉴权根地址（无界 onlineTicket 换 token）
 # VITE_AUTH_BASE_URL=https://auth.y.sit.4.cn
 # VITE_AIPI_CONSUMER_URL=https://ch1.b.uat.4.cn/consumer

frontend-web/.env.network

@@ -4,6 +4,9 @@
 # 任务看板数据源：true=真实接口（默认）；改成 false 可让任务分析/三情分析两页走本地假数据。
 VITE_USE_REAL_DATA=true
 
+# 任务详情（登录深链 cop-task-detail）数据源：默认真实接口；改成 true 走本地假数据（调试用）。
+VITE_MOCK_COP_TASK_DETAIL=false
+
 # Gateway / DeerFlow API
 VITE_BACKEND_BASE_URL=http://47.88.25.99:7001
 VITE_LANGGRAPH_BASE_URL=http://47.88.25.99:7001/api

frontend-web/.env.production

@@ -4,6 +4,9 @@
 # 任务看板数据源：true=真实接口（默认）；改成 false 可让任务分析/三情分析两页走本地假数据。
 VITE_USE_REAL_DATA=true
 
+# 任务详情（登录深链 cop-task-detail）数据源：默认真实接口；改成 true 走本地假数据（调试用）。
+VITE_MOCK_COP_TASK_DETAIL=false
+
 # Gateway / DeerFlow API
 VITE_BACKEND_BASE_URL=https://ch1.b.uat.4.cn/deerflow
 VITE_LANGGRAPH_BASE_URL=https://ch1.b.uat.4.cn/deerflow/api

frontend-web/.env.sit

@@ -4,6 +4,9 @@
 # 任务看板数据源：true=真实接口（默认）；改成 false 可让任务分析/三情分析两页走本地假数据。
 VITE_USE_REAL_DATA=true
 
+# 任务详情（登录深链 cop-task-detail）数据源：默认真实接口；改成 true 走本地假数据（调试用）。
+VITE_MOCK_COP_TASK_DETAIL=false
+
 # Gateway / DeerFlow API
 VITE_BACKEND_BASE_URL=https://ch1.b.sit.4.cn/deerflow
 VITE_LANGGRAPH_BASE_URL=https://ch1.b.sit.4.cn/deerflow/api

frontend-web/src/App.tsx

@@ -86,12 +86,22 @@ function AppProviders({ children }: { children: React.ReactNode }) {
   );
 }
 
+/**
+ * 根路由 `/` → `/login` 重定向，**保留 query string**。
+ * 外部系统的任务深链落在 `#/?taskId=...&goPath=...`，裸 `<Navigate to="/login">` 会丢掉
+ * query，导致 LoginPage 读不到参数；这里把 search 一并带过去。
+ */
+function RootRedirect() {
+  const { search } = useLocation();
+  return <Navigate to={`/login${search}`} replace />;
+}
+
 export function App() {
   return (
     <HashRouter>
       <AppProviders>
         <Routes>
-          <Route path="/" element={<Navigate to="/login" replace />} />
+          <Route path="/" element={<RootRedirect />} />
           <Route path="/login" element={<LoginPage />} />
           <Route path="/login/:username" element={<LoginPage />} />
           <Route path="/landing" element={<LandingPage />} />

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="w-[95vw] max-w-[95vw] sm:max-w-[1800px]">
+        <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="h-[50vh] max-h-[50vh] resize-none overflow-y-auto 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(/^\/+/, "");
-  if (rawPath && rawPath.includes("/")) {
-    let segments = rawPath.split("/").slice(0, -1).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);
-    }
+  const folder = (note.folder || "").replace(/^\/+|\/+$/g, "").trim();
+  if (folder) {
+    const segments = folder.split("/").map((s) => s.trim()).filter(Boolean);
     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

@@ -0,0 +1,479 @@
+"use client";
+
+import {
+  CheckIcon,
+  Loader2,
+  PencilIcon,
+  PlusIcon,
+  RefreshCwIcon,
+  Trash2Icon,
+  UserPlusIcon,
+  UsersIcon,
+} from "lucide-react";
+import { useEffect, useMemo, useState } from "react";
+import { toast } from "sonner";
+
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { Textarea } from "@/components/ui/textarea";
+import { resolveTagColor } from "@/components/workspace/tags/tag-colors";
+import {
+  POSITION_RESOURCE_HINT,
+  POSITION_RESOURCE_LABELS,
+  POSITION_RESOURCE_TYPES,
+  resourceTypeToTagType,
+  useAddMembers,
+  useCreatePosition,
+  useDeletePosition,
+  usePositionMembers,
+  usePositionTagBindings,
+  usePositionUsers,
+  usePositions,
+  useRemoveMembers,
+  useResyncPosition,
+  useSetTagBindings,
+  useUpdatePosition,
+  type Position,
+  type PositionResourceType,
+  type TagBindings,
+} from "@/core/positions";
+import { useTags } from "@/core/tags";
+import { cn } from "@/lib/utils";
+
+function errMsg(e: unknown): string {
+  return String(e instanceof Error ? e.message : e);
+}
+
+/** Inline multi-select chip row for the tags of one resource type. */
+function TagMultiSelect({
+  resourceType,
+  value,
+  onChange,
+}: {
+  resourceType: PositionResourceType;
+  value: string[];
+  onChange: (next: string[]) => void;
+}) {
+  const { data: tags, isLoading } = useTags(resourceTypeToTagType(resourceType));
+  const toggle = (id: string) =>
+    onChange(value.includes(id) ? value.filter((x) => x !== id) : [...value, id]);
+
+  if (isLoading) {
+    return <Loader2 className="text-muted-foreground size-4 animate-spin" />;
+  }
+  if (!tags || tags.length === 0) {
+    return (
+      <span className="text-muted-foreground text-xs">
+        暂无{POSITION_RESOURCE_LABELS[resourceType]}标签，请先到「标签管理」创建。
+      </span>
+    );
+  }
+  return (
+    <div className="flex flex-wrap items-center gap-1.5">
+      {tags.map((tag) => {
+        const checked = value.includes(tag.id);
+        const color = resolveTagColor(tag.color);
+        return (
+          <button
+            key={tag.id}
+            type="button"
+            onClick={() => toggle(tag.id)}
+            className={cn(
+              "inline-flex items-center gap-1 rounded-full border px-3 py-1 text-xs font-medium transition-all",
+              color.chip,
+              checked ? "ring-foreground/40 ring-2 ring-offset-1" : "opacity-45 hover:opacity-90",
+            )}
+          >
+            {checked && <CheckIcon className="size-3" />}
+            {tag.name}
+          </button>
+        );
+      })}
+    </div>
+  );
+}
+
+function PositionFormDialog({
+  open,
+  onOpenChange,
+  editing,
+}: {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  editing: Position | null;
+}) {
+  const createPosition = useCreatePosition();
+  const updatePosition = useUpdatePosition();
+  const [name, setName] = useState("");
+  const [description, setDescription] = useState("");
+  const [isDefault, setIsDefault] = useState(false);
+
+  const [syncedFor, setSyncedFor] = useState<string | null>(null);
+  const syncKey = `${open}:${editing?.id ?? "new"}`;
+  if (open && syncedFor !== syncKey) {
+    setName(editing?.name ?? "");
+    setDescription(editing?.description ?? "");
+    setIsDefault(editing?.is_default ?? false);
+    setSyncedFor(syncKey);
+  }
+  if (!open && syncedFor !== null) setSyncedFor(null);
+
+  const pending = createPosition.isPending || updatePosition.isPending;
+  const handleSave = async () => {
+    const trimmed = name.trim();
+    if (!trimmed) return;
+    try {
+      if (editing) {
+        await updatePosition.mutateAsync({ id: editing.id, input: { name: trimmed, description, is_default: isDefault } });
+      } else {
+        await createPosition.mutateAsync({ name: trimmed, description, is_default: isDefault });
+      }
+      onOpenChange(false);
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>{editing ? "编辑岗位" : "新增岗位"}</DialogTitle>
+        </DialogHeader>
+        <div className="flex flex-col gap-4">
+          <div className="flex flex-col gap-1.5">
+            <label className="text-sm font-medium">岗位名称</label>
+            <Input value={name} onChange={(e) => setName(e.target.value)} placeholder="如：理赔专员" maxLength={191} />
+          </div>
+          <div className="flex flex-col gap-1.5">
+            <label className="text-sm font-medium">描述</label>
+            <Textarea value={description} onChange={(e) => setDescription(e.target.value)} rows={2} maxLength={1024} />
+          </div>
+          <label className="flex cursor-pointer items-center gap-2 text-sm">
+            <input type="checkbox" checked={isDefault} onChange={(e) => setIsDefault(e.target.checked)} />
+            设为默认岗位（未分配岗位的用户继承此岗位的配置）
+          </label>
+        </div>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>取消</Button>
+          <Button onClick={handleSave} disabled={pending || !name.trim()}>
+            {pending && <Loader2 className="size-4 animate-spin" />}保存
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function AddMembersDialog({
+  open,
+  onOpenChange,
+  positionId,
+}: {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  positionId: string;
+}) {
+  const { data: users, isLoading } = usePositionUsers();
+  const addMembers = useAddMembers();
+  const [selected, setSelected] = useState<Set<string>>(new Set());
+  const [search, setSearch] = useState("");
+
+  useEffect(() => {
+    if (open) setSelected(new Set());
+  }, [open]);
+
+  const filtered = useMemo(() => {
+    const list = users ?? [];
+    const q = search.trim().toLowerCase();
+    return q ? list.filter((u) => u.email.toLowerCase().includes(q)) : list;
+  }, [users, search]);
+
+  const toggle = (id: string) => {
+    setSelected((prev) => {
+      const next = new Set(prev);
+      if (next.has(id)) next.delete(id);
+      else next.add(id);
+      return next;
+    });
+  };
+
+  const handleSave = async () => {
+    if (selected.size === 0) return;
+    try {
+      await addMembers.mutateAsync({ positionId, userIds: [...selected] });
+      toast.success(`已为 ${selected.size} 名用户配置岗位`);
+      onOpenChange(false);
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-lg">
+        <DialogHeader>
+          <DialogTitle>批量添加成员</DialogTitle>
+        </DialogHeader>
+        <Input value={search} onChange={(e) => setSearch(e.target.value)} placeholder="搜索邮箱…" />
+        <div className="max-h-72 overflow-y-auto rounded-md border">
+          {isLoading && (
+            <div className="text-muted-foreground flex items-center justify-center gap-2 py-6">
+              <Loader2 className="size-4 animate-spin" />加载用户…
+            </div>
+          )}
+          {!isLoading && filtered.length === 0 && (
+            <div className="text-muted-foreground py-6 text-center text-sm">无匹配用户</div>
+          )}
+          {filtered.map((u) => {
+            const checked = selected.has(u.id);
+            return (
+              <button
+                key={u.id}
+                type="button"
+                onClick={() => toggle(u.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 hover:bg-muted/50",
+                  checked && "bg-muted/40",
+                )}
+              >
+                <span className="truncate">
+                  {u.email}
+                  {u.system_role === "admin" && <span className="text-muted-foreground ml-2 text-xs">(管理员)</span>}
+                </span>
+                <span className="flex items-center gap-2">
+                  {u.position_id && u.position_id !== positionId && (
+                    <span className="text-muted-foreground text-xs">已属其他岗位</span>
+                  )}
+                  <span className={cn("flex size-4 items-center justify-center rounded border", checked ? "bg-foreground text-background border-foreground" : "border-muted-foreground/40")}>
+                    {checked && <CheckIcon className="size-3" />}
+                  </span>
+                </span>
+              </button>
+            );
+          })}
+        </div>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>取消</Button>
+          <Button onClick={handleSave} disabled={addMembers.isPending || selected.size === 0}>
+            {addMembers.isPending && <Loader2 className="size-4 animate-spin" />}添加 {selected.size > 0 ? `(${selected.size})` : ""}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function PositionDetail({ position }: { position: Position }) {
+  const { data: serverBindings } = usePositionTagBindings(position.id);
+  const { data: members } = usePositionMembers(position.id);
+  const setBindings = useSetTagBindings();
+  const removeMembers = useRemoveMembers();
+  const resync = useResyncPosition();
+  const [draft, setDraft] = useState<TagBindings>({});
+  const [addOpen, setAddOpen] = useState(false);
+
+  // Reload the draft whenever the selected position or its server bindings change.
+  const [loadedFor, setLoadedFor] = useState<string | null>(null);
+  const loadKey = `${position.id}:${serverBindings ? "ready" : "loading"}`;
+  if (serverBindings && loadedFor !== loadKey) {
+    setDraft({ ...serverBindings });
+    setLoadedFor(loadKey);
+  }
+
+  const setType = (rt: PositionResourceType, ids: string[]) =>
+    setDraft((prev) => ({ ...prev, [rt]: ids }));
+
+  const handleSaveBindings = async () => {
+    try {
+      await setBindings.mutateAsync({ positionId: position.id, bindings: draft });
+      toast.success("标签配置已保存，已同步岗位成员");
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  const handleResync = async () => {
+    try {
+      const n = await resync.mutateAsync(position.id);
+      toast.success(`已重新同步 ${n} 名成员`);
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  const handleRemove = async (userId: string) => {
+    try {
+      await removeMembers.mutateAsync({ positionId: position.id, userIds: [userId] });
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  return (
+    <div className="flex flex-col gap-6">
+      <div className="rounded-lg border p-4">
+        <div className="mb-3 flex items-center justify-between">
+          <h3 className="text-sm font-semibold">默认资源标签配置</h3>
+          <Button size="sm" onClick={handleSaveBindings} disabled={setBindings.isPending}>
+            {setBindings.isPending && <Loader2 className="size-4 animate-spin" />}保存标签配置
+          </Button>
+        </div>
+        <div className="flex flex-col divide-y">
+          {POSITION_RESOURCE_TYPES.map((rt) => (
+            <div key={rt} className="flex flex-col gap-2 py-3 first:pt-0 last:pb-0">
+              <div className="flex items-baseline gap-2">
+                <span className="text-sm font-medium">{POSITION_RESOURCE_LABELS[rt]}</span>
+                <span className="text-muted-foreground text-xs">{POSITION_RESOURCE_HINT[rt]}</span>
+              </div>
+              <TagMultiSelect resourceType={rt} value={draft[rt] ?? []} onChange={(ids) => setType(rt, ids)} />
+            </div>
+          ))}
+        </div>
+      </div>
+
+      <div className="rounded-lg border p-4">
+        <div className="mb-3 flex items-center justify-between">
+          <h3 className="flex items-center gap-1.5 text-sm font-semibold">
+            <UsersIcon className="size-4" />岗位成员 ({members?.length ?? 0})
+          </h3>
+          <div className="flex gap-2">
+            <Button size="sm" variant="outline" onClick={handleResync} disabled={resync.isPending}>
+              {resync.isPending ? <Loader2 className="size-4 animate-spin" /> : <RefreshCwIcon className="size-4" />}重新同步
+            </Button>
+            <Button size="sm" onClick={() => setAddOpen(true)}>
+              <UserPlusIcon className="size-4" />添加成员
+            </Button>
+          </div>
+        </div>
+        {members && members.length > 0 ? (
+          <div className="flex flex-col divide-y">
+            {members.map((m) => (
+              <div key={m.id} className="flex items-center justify-between py-2 text-sm">
+                <span className="truncate">{m.email}</span>
+                <Button variant="ghost" size="icon" onClick={() => handleRemove(m.id)} aria-label="移除">
+                  <Trash2Icon className="text-destructive size-4" />
+                </Button>
+              </div>
+            ))}
+          </div>
+        ) : (
+          <div className="text-muted-foreground py-6 text-center text-sm">暂无成员</div>
+        )}
+      </div>
+
+      <AddMembersDialog open={addOpen} onOpenChange={setAddOpen} positionId={position.id} />
+    </div>
+  );
+}
+
+export function PositionManagementPage() {
+  const { data: positions, isLoading, error } = usePositions();
+  const deletePosition = useDeletePosition();
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [dialogOpen, setDialogOpen] = useState(false);
+  const [editing, setEditing] = useState<Position | null>(null);
+
+  const selected = useMemo(
+    () => positions?.find((p) => p.id === selectedId) ?? null,
+    [positions, selectedId],
+  );
+  // Auto-select the first position once loaded.
+  useEffect(() => {
+    if (!selectedId && positions && positions.length > 0) setSelectedId(positions[0].id);
+  }, [positions, selectedId]);
+
+  const handleDelete = async (p: Position) => {
+    if (!window.confirm(`确认删除岗位「${p.name}」？其成员将回退到默认岗位。`)) return;
+    try {
+      await deletePosition.mutateAsync(p.id);
+      if (selectedId === p.id) setSelectedId(null);
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  return (
+    <div className="flex flex-col gap-4 p-6">
+      <div className="flex items-center justify-between">
+        <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/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); }}>
+          <PlusIcon className="size-4" />新增岗位
+        </Button>
+      </div>
+
+      {isLoading && (
+        <div className="text-muted-foreground flex items-center justify-center gap-2 py-12">
+          <Loader2 className="size-4 animate-spin" />加载中…
+        </div>
+      )}
+      {error && <div className="text-destructive text-sm">{errMsg(error)}</div>}
+
+      {!isLoading && !error && (
+        <div className="grid grid-cols-1 gap-6 lg:grid-cols-[280px_1fr]">
+          <div className="flex flex-col gap-2">
+            {positions && positions.length === 0 && (
+              <div className="text-muted-foreground rounded-lg border border-dashed py-8 text-center text-sm">
+                还没有岗位，点击「新增岗位」创建。
+              </div>
+            )}
+            {positions?.map((p) => (
+              <div
+                key={p.id}
+                onClick={() => setSelectedId(p.id)}
+                className={cn(
+                  "group cursor-pointer rounded-lg border p-3 transition-colors",
+                  selectedId === p.id ? "border-foreground bg-muted/40" : "hover:bg-muted/30",
+                )}
+              >
+                <div className="flex items-center justify-between">
+                  <div className="flex items-center gap-2">
+                    <span className="text-sm font-medium">{p.name}</span>
+                    {p.is_default && (
+                      <span className="rounded bg-blue-100 px-1.5 py-0.5 text-[10px] text-blue-700 dark:bg-blue-950 dark:text-blue-300">默认</span>
+                    )}
+                  </div>
+                  <div className="flex opacity-0 transition-opacity group-hover:opacity-100">
+                    <Button variant="ghost" size="icon" onClick={(e) => { e.stopPropagation(); setEditing(p); setDialogOpen(true); }} aria-label="编辑">
+                      <PencilIcon className="size-3.5" />
+                    </Button>
+                    <Button variant="ghost" size="icon" onClick={(e) => { e.stopPropagation(); void handleDelete(p); }} aria-label="删除">
+                      <Trash2Icon className="text-destructive size-3.5" />
+                    </Button>
+                  </div>
+                </div>
+                <div className="text-muted-foreground mt-1 flex items-center gap-2 text-xs">
+                  <UsersIcon className="size-3" />{p.member_count} 名成员
+                </div>
+              </div>
+            ))}
+          </div>
+
+          <div>
+            {selected ? (
+              <PositionDetail key={selected.id} position={selected} />
+            ) : (
+              <div className="text-muted-foreground rounded-lg border border-dashed py-16 text-center text-sm">
+                选择左侧一个岗位以配置标签与成员
+              </div>
+            )}
+          </div>
+        </div>
+      )}
+
+      <PositionFormDialog open={dialogOpen} onOpenChange={setDialogOpen} editing={editing} />
+    </div>
+  );
+}

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

@@ -27,6 +27,7 @@ import {
   type Tag,
   type TagType,
 } from "@/core/tags";
+import { TAG_TYPES, TAG_TYPE_LABELS } from "@/core/tags/types";
 import { cn } from "@/lib/utils";
 
 function TagFormDialog({
@@ -191,11 +192,11 @@ export function TagManagementPage() {
             onValueChange={(v) => setActiveType(v as TagType)}
           >
             <TabsList variant="line">
-              <TabsTrigger value="agent">{t.adminTags.typeAgent}</TabsTrigger>
-              <TabsTrigger value="skill">{t.adminTags.typeSkill}</TabsTrigger>
-              <TabsTrigger value="scheduled_task">
-                {t.adminTags.typeScheduledTask}
-              </TabsTrigger>
+              {TAG_TYPES.map((tt) => (
+                <TabsTrigger key={tt} value={tt}>
+                  {TAG_TYPE_LABELS[tt]}
+                </TabsTrigger>
+              ))}
             </TabsList>
           </Tabs>
           <Button size="sm" onClick={openCreate}>

frontend-web/src/components/workspace/agents/agent-card.tsx

@@ -2,6 +2,7 @@
 
 import {
   BotIcon,
+  ClockIcon,
   CopyIcon,
   EyeOffIcon,
   GlobeIcon,
@@ -78,6 +79,7 @@ import type { Agent, AgentQuestion, UpdateAgentRequest } from "@/core/agents";
 import { getStoredAuth } from "@/core/auth";
 import { useI18n } from "@/core/i18n/hooks";
 import { useSkills } from "@/core/skills/hooks";
+import { formatDateTime } from "@/core/utils/datetime";
 import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 
@@ -605,6 +607,17 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
       </button>
     ) : null;
 
+  const createdAtText = formatDateTime(agent.created_at);
+  const createdAtNode = createdAtText ? (
+    <div
+      className="text-muted-foreground flex max-w-full items-center gap-1 text-xs"
+      title={`创建时间：${createdAtText}`}
+    >
+      <ClockIcon className="size-3.5 shrink-0" />
+      <span className="truncate">创建时间：{createdAtText}</span>
+    </div>
+  ) : null;
+
   // 技能英文名 → 中文名映射,用于把智能体的技能徽章显示为中文(agent.skills 只存英文名)。
   const skillNameZhMap = useMemo(() => {
     const map = new Map<string, string>();
@@ -820,6 +833,7 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
           </CardDescription>
         )}
         {publisherNode && <div className="mt-2">{publisherNode}</div>}
+        {createdAtNode && <div className="mt-1">{createdAtNode}</div>}
       </CardHeader>
 
       {(agent.tags?.length ?? 0) > 0 && (
@@ -866,6 +880,7 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
           </p>
         )}
         {publisherNode && <div className="mt-0.5">{publisherNode}</div>}
+        {createdAtNode && <div className="mt-0.5">{createdAtNode}</div>}
       </div>
       <div className="flex shrink-0 items-center gap-1">
         {showActionRow && actionButtons}

frontend-web/src/components/workspace/agents/agent-detail-panel.tsx

@@ -187,23 +187,30 @@ export function AgentDetailPanel({
   const isSaving = updateAgent.isPending || setFeatured.isPending;
 
   // 对话生成文件（md/txt 等 artifact）并在右侧展开预览时，自动收起智能体
-  // 信息面板给预览让位；新文件落地时同样收起。编辑中不打断用户，用户随时
+  // 信息面板给预览让位；切换到新文件时同样收起。编辑中不打断用户，用户随时
   // 可手动重新展开。
+  //
+  // 关键：判定用 open + selectedArtifact，而非 artifacts.length。流式写文件时
+  // message-group 一开始就调用 select()+setOpen(true) 打开预览并选中该文件，但
+  // 该文件要等生成结束、artifact 入库后才会进 thread.values.artifacts。若按
+  // 数量判定就只能等生成结束才收起——正是之前「生成完才收起」的 bug 根因。
   const artifactsCtx = useArtifactsOptional();
   const artifactCount = artifactsCtx?.artifacts.length ?? 0;
-  const artifactPanelVisible = !!artifactsCtx?.open && artifactCount > 0;
+  const selectedArtifact = artifactsCtx?.selectedArtifact ?? null;
+  const artifactPanelVisible =
+    !!artifactsCtx?.open && (!!selectedArtifact || artifactCount > 0);
   const prevArtifactPanelVisible = useRef(false);
-  const prevArtifactCount = useRef(0);
+  const prevSelectedArtifact = useRef<string | null>(null);
   useEffect(() => {
     const opened = artifactPanelVisible && !prevArtifactPanelVisible.current;
-    const grew =
-      artifactPanelVisible && artifactCount > prevArtifactCount.current;
+    const switched =
+      artifactPanelVisible && selectedArtifact !== prevSelectedArtifact.current;
     prevArtifactPanelVisible.current = artifactPanelVisible;
-    prevArtifactCount.current = artifactCount;
-    if ((opened || grew) && !editing) {
+    prevSelectedArtifact.current = selectedArtifact;
+    if ((opened || switched) && !editing) {
       setCollapsed(true);
     }
-  }, [artifactPanelVisible, artifactCount, editing]);
+  }, [artifactPanelVisible, selectedArtifact, editing]);
 
   const displayName = desensitize(agent?.name ?? agentName);
   const questions = useMemo(

frontend-web/src/components/workspace/agents/agent-module-settings-dialog.tsx

@@ -0,0 +1,174 @@
+"use client";
+
+import { Bot, Loader2 } from "lucide-react";
+import { useEffect, useMemo, useRef, useState } from "react";
+import { toast } from "sonner";
+import { Select } from "tdesign-react";
+
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { ScrollArea } from "@/components/ui/scroll-area";
+import { useAgents } from "@/core/agents";
+import type { Agent } from "@/core/agents";
+import {
+  useAgentModuleConfig,
+  useUpdateAgentModuleConfig,
+} from "@/core/system-settings/hooks";
+import { useTags } from "@/core/tags";
+import { desensitize } from "@/lib/desensitize";
+
+/**
+ * 模块（zzJC / zzXD）类型配置弹窗（需求 0616 #3/#4，admin）。
+ *
+ * 单选一个「类型」（agent 标签，TDesign 下拉框）→ 下方实时预览该类型下的智能体（名称+描述）→
+ * 确认后写入后端（``/api/system-settings/agent-modules/{key}``，单选即存单元素列表），
+ * 该模块左栏据此只展示选中类型的智能体。
+ */
+export function AgentModuleSettingsDialog({
+  open,
+  onOpenChange,
+  moduleKey,
+  moduleTitle,
+}: {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  moduleKey: string;
+  moduleTitle: string;
+}) {
+  const { data: tags = [] } = useTags("agent");
+  const { agents } = useAgents();
+  const { data: config } = useAgentModuleConfig(moduleKey);
+  const { mutate: save, isPending } = useUpdateAgentModuleConfig(moduleKey);
+
+  const [selectedTagId, setSelectedTagId] = useState<string | undefined>();
+  // Radix Dialog(modal) 把 body 设为 pointer-events:none，TDesign 浮层默认挂到 body 上
+  // 会点不动 —— 用 attach 把下拉浮层挂到弹窗内部容器（pointer-events 正常）。
+  const selectWrapRef = useRef<HTMLDivElement>(null);
+
+  // 每次打开同步当前已保存配置（取首个，单选语义）。
+  useEffect(() => {
+    if (open) setSelectedTagId(config?.tag_ids?.[0]);
+  }, [open, config?.tag_ids]);
+
+  const tagOptions = useMemo(
+    () => tags.map((t) => ({ label: t.name, value: t.id })),
+    [tags],
+  );
+
+  // 选中类型下的智能体（含名称 + 描述）。
+  const previewAgents = useMemo<Agent[]>(() => {
+    if (!selectedTagId) return [];
+    return agents.filter((agent) =>
+      (agent.tags ?? []).some((t) => t.id === selectedTagId),
+    );
+  }, [agents, selectedTagId]);
+
+  const handleConfirm = () => {
+    save(selectedTagId ? [selectedTagId] : [], {
+      onSuccess: () => {
+        toast.success(`已更新「${moduleTitle}」展示的类型`);
+        onOpenChange(false);
+      },
+      onError: (err) =>
+        toast.error(err instanceof Error ? err.message : "保存失败，请重试"),
+    });
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="flex h-[78vh] max-h-[88vh] min-h-[620px] flex-col gap-0 p-0 sm:max-w-[760px]">
+        <DialogHeader className="border-b border-border/60 px-6 py-4">
+          <DialogTitle>{moduleTitle} · 类型配置</DialogTitle>
+          <DialogDescription>
+            选择该模块左栏展示的智能体类型（标签）；下方预览该类型下的智能体。
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="flex min-h-0 flex-1 flex-col gap-5 overflow-hidden px-6 py-5">
+          <div className="shrink-0">
+            <div className="text-muted-foreground/80 mb-2 text-sm font-semibold">
+              选择类型
+            </div>
+            {tags.length === 0 ? (
+              <p className="text-muted-foreground py-1 text-sm">
+                暂无智能体标签，请先到「标签管理」创建。
+              </p>
+            ) : (
+              <div ref={selectWrapRef} className="relative">
+                <Select
+                  className="w-full"
+                  value={selectedTagId}
+                  options={tagOptions}
+                  filterable
+                  clearable
+                  placeholder="搜索并选择一个类型"
+                  popupProps={{
+                    attach: () => selectWrapRef.current ?? document.body,
+                  }}
+                  onChange={(v) => setSelectedTagId((v as string) || undefined)}
+                />
+              </div>
+            )}
+          </div>
+
+          <div className="flex min-h-0 flex-1 flex-col">
+            <div className="text-muted-foreground/80 mb-2 shrink-0 text-sm font-semibold">
+              该类型下的智能体（{previewAgents.length}）
+            </div>
+            {!selectedTagId ? (
+              <p className="text-muted-foreground py-1 text-sm">
+                未选择类型时，左栏展示全部可见智能体。
+              </p>
+            ) : previewAgents.length === 0 ? (
+              <p className="text-muted-foreground py-1 text-sm">
+                该类型下暂无智能体。
+              </p>
+            ) : (
+              <ScrollArea className="min-h-0 flex-1 pr-3">
+                <div className="flex flex-col gap-2">
+                  {previewAgents.map((agent) => (
+                    <div
+                      key={agent.id}
+                      className="flex items-start gap-3 rounded-xl border border-border/60 bg-card p-3"
+                    >
+                      <div className="bg-primary/10 text-primary mt-0.5 flex size-8 shrink-0 items-center justify-center rounded-lg">
+                        <Bot className="size-4" />
+                      </div>
+                      <div className="min-w-0 flex-1">
+                        <div className="truncate text-sm font-semibold text-foreground">
+                          {desensitize(agent.name)}
+                        </div>
+                        <p className="text-muted-foreground mt-0.5 line-clamp-2 text-xs leading-relaxed">
+                          {agent.description?.trim()
+                            ? desensitize(agent.description)
+                            : "暂无描述"}
+                        </p>
+                      </div>
+                    </div>
+                  ))}
+                </div>
+              </ScrollArea>
+            )}
+          </div>
+        </div>
+
+        <DialogFooter className="border-t border-border/60 px-6 py-4">
+          <Button variant="outline" onClick={() => onOpenChange(false)}>
+            取消
+          </Button>
+          <Button onClick={handleConfirm} disabled={isPending}>
+            {isPending && <Loader2 className="size-4 animate-spin" />}
+            确认
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}

frontend-web/src/components/workspace/agents/agent-module-sidebar.tsx

@@ -0,0 +1,278 @@
+"use client";
+
+import { Bot, ChevronDown, MessageSquare, Settings } from "lucide-react";
+import Link from "next/link";
+import { usePathname } from "next/navigation";
+import { useMemo, useState } from "react";
+
+import { useAgents } from "@/core/agents";
+import type { Agent } from "@/core/agents";
+import { useAgentModuleConfig } from "@/core/system-settings/hooks";
+import { useRouteBase } from "@/core/route-base";
+import { useThreads } from "@/core/threads/hooks";
+import type { AgentThread } from "@/core/threads/types";
+import {
+  pathOfThread,
+  sortThreadsPinnedFirst,
+  titleOfThread,
+} from "@/core/threads/utils";
+import type { Tag } from "@/core/tags";
+import { desensitize } from "@/lib/desensitize";
+import { cn } from "@/lib/utils";
+
+/** 单个「按类型聚合」模块配置（需求 0616 #3 zzJC / #4 zzXD）。 */
+export interface AgentModuleConfig {
+  /** 模块标识（路由 /page/strategy/qa/{key} 的 key）。 */
+  key: string;
+  /** 模块标题。 */
+  title: string;
+  /** 未配置类型时的默认落地智能体 id。 */
+  fallbackAgentId: string;
+}
+
+/**
+ * 已知「按类型聚合」模块 —— 按 **moduleKey** 索引（路由 /page/strategy/qa/{key}）。
+ * zzJC / zzXD 布局完全一致，仅默认落地智能体不同。
+ */
+export const AGENT_MODULES: Record<string, AgentModuleConfig> = {
+  zzjc: { key: "zzjc", title: "zzJC支持", fallbackAgentId: "6bf" },
+  zzxd: {
+    key: "zzxd",
+    title: "zzXD应用",
+    fallbackAgentId: "10d69686718349688e58a8790cb61024",
+  },
+};
+
+const UNTAGGED_KEY = "__untagged__";
+
+interface AgentGroup {
+  /** 分组键（tag id 或未分类常量）。 */
+  key: string;
+  /** 分组显示名。 */
+  label: string;
+  agents: Agent[];
+}
+
+/**
+ * 按 agent 标签把可见智能体分组（多标签智能体会出现在多个组）。
+ *
+ * - ``allowedTagIds`` 非空（admin 已配置该模块的类型）：仅保留这些标签、按其配置顺序，
+ *   空组（无智能体）不展示；不含「未分类」。
+ * - ``allowedTagIds`` 为空（未配置）：回退展示全部标签 + 「未分类」。
+ */
+function groupAgentsByTag(agents: Agent[], allowedTagIds: string[]): AgentGroup[] {
+  if (allowedTagIds.length > 0) {
+    const allowed = new Set(allowedTagIds);
+    const byTag = new Map<string, { tag: Tag; agents: Agent[] }>();
+    for (const agent of agents) {
+      for (const tag of agent.tags ?? []) {
+        if (!allowed.has(tag.id)) continue;
+        const entry = byTag.get(tag.id) ?? { tag, agents: [] };
+        entry.agents.push(agent);
+        byTag.set(tag.id, entry);
+      }
+    }
+    const groups: AgentGroup[] = [];
+    for (const tagId of allowedTagIds) {
+      const entry = byTag.get(tagId);
+      if (entry && entry.agents.length > 0) {
+        groups.push({ key: tagId, label: entry.tag.name, agents: entry.agents });
+      }
+    }
+    return groups;
+  }
+
+  const byTag = new Map<string, { tag: Tag; agents: Agent[] }>();
+  const untagged: Agent[] = [];
+  for (const agent of agents) {
+    const tags = agent.tags ?? [];
+    if (tags.length === 0) {
+      untagged.push(agent);
+      continue;
+    }
+    for (const tag of tags) {
+      const entry = byTag.get(tag.id) ?? { tag, agents: [] };
+      entry.agents.push(agent);
+      byTag.set(tag.id, entry);
+    }
+  }
+  const groups: AgentGroup[] = [...byTag.values()]
+    .map((e) => ({ key: e.tag.id, label: e.tag.name, agents: e.agents }))
+    .sort((a, b) => a.label.localeCompare(b.label, "zh"));
+  if (untagged.length > 0) {
+    groups.push({ key: UNTAGGED_KEY, label: "未分类", agents: untagged });
+  }
+  return groups;
+}
+
+/**
+ * 「按类型聚合智能体 + 聊天记录」左栏（需求 0616 #3 zzJC / #4 zzXD）。
+ *
+ * - 上半：可见智能体按标签（类型）分组、可折叠；点击进入该智能体对话（保持当前路由
+ *   命名空间，全量模式下为 /page/strategy）。
+ * - 下半：聊天记录 —— 仅与本模块智能体（即左栏列出的智能体）的会话，按 metadata.agent_id 过滤。
+ * - 宽度与通用问答左栏一致（``--sidebar-width``）。
+ */
+export function AgentModuleSidebar({
+  moduleKey,
+  activeAgentId,
+  onOpenSettings,
+}: {
+  moduleKey: string;
+  activeAgentId?: string;
+  /** 传入则在左栏顶部显示设置齿轮（admin）。 */
+  onOpenSettings?: () => void;
+}) {
+  const routeBase = useRouteBase();
+  const pathname = usePathname();
+  const { agents } = useAgents();
+  const { data: threads = [] } = useThreads();
+  const { data: moduleConfig } = useAgentModuleConfig(moduleKey);
+  const [collapsed, setCollapsed] = useState<Set<string>>(() => new Set());
+
+  const allowedTagIds = useMemo(
+    () => moduleConfig?.tag_ids ?? [],
+    [moduleConfig?.tag_ids],
+  );
+  const groups = useMemo(
+    () => groupAgentsByTag(agents, allowedTagIds),
+    [agents, allowedTagIds],
+  );
+  // 本模块智能体集合 = 左栏实际展示的智能体（聊天记录据此过滤，仅本模块相关会话）。
+  const moduleAgentIds = useMemo(
+    () => new Set(groups.flatMap((g) => g.agents.map((a) => a.id))),
+    [groups],
+  );
+
+  // 聊天记录：仅与本模块智能体的会话（按 metadata.agent_id 过滤），置顶优先。
+  const moduleThreads = useMemo(
+    () =>
+      sortThreadsPinnedFirst(
+        threads.filter((thread: AgentThread) => {
+          const agentId = thread.metadata?.agent_id;
+          return typeof agentId === "string" && moduleAgentIds.has(agentId);
+        }),
+      ),
+    [threads, moduleAgentIds],
+  );
+
+  const toggleGroup = (key: string) =>
+    setCollapsed((prev) => {
+      const next = new Set(prev);
+      if (next.has(key)) next.delete(key);
+      else next.add(key);
+      return next;
+    });
+
+  return (
+    <aside className="flex h-full w-(--sidebar-width) shrink-0 flex-col overflow-hidden border-r border-border/70 bg-card/60 backdrop-blur-sm">
+      {onOpenSettings && (
+        <div className="flex shrink-0 items-center justify-between border-b border-border/60 px-3 py-2">
+          <span className="text-xs font-semibold text-foreground/80">智能体</span>
+          <button
+            type="button"
+            onClick={onOpenSettings}
+            title="模块设置"
+            aria-label="模块设置"
+            className="text-muted-foreground hover:text-foreground rounded-md p-1 transition-colors hover:bg-sidebar-accent/60"
+          >
+            <Settings className="size-4" />
+          </button>
+        </div>
+      )}
+
+      {/* 上半：按类型分组的智能体 */}
+      <div className="flex min-h-0 flex-[3] flex-col overflow-y-auto px-2 py-3">
+        <h2 className="text-muted-foreground/70 px-2 mb-1.5 text-[10px] font-semibold tracking-[0.12em] uppercase select-none">
+          智能体类型
+        </h2>
+        {groups.length === 0 ? (
+          <p className="px-2 py-1.5 text-xs text-muted-foreground/70">暂无智能体</p>
+        ) : (
+          <div className="flex flex-col gap-0.5">
+            {groups.map((group) => {
+              const isCollapsed = collapsed.has(group.key);
+              return (
+                <div key={group.key}>
+                  <button
+                    type="button"
+                    onClick={() => toggleGroup(group.key)}
+                    className="flex w-full items-center justify-between gap-1 rounded-lg px-2 py-1.5 text-xs font-semibold text-foreground/80 hover:bg-sidebar-accent/60"
+                  >
+                    <span className="flex items-center gap-1.5 truncate">
+                      <span className="truncate">{group.label}</span>
+                      <span className="text-muted-foreground/60 text-[10px] font-normal tabular-nums">
+                        {group.agents.length}
+                      </span>
+                    </span>
+                    <ChevronDown
+                      className={cn(
+                        "size-3.5 shrink-0 transition-transform duration-200",
+                        isCollapsed && "-rotate-90",
+                      )}
+                    />
+                  </button>
+                  {!isCollapsed && (
+                    <div className="mt-0.5 flex flex-col gap-0.5 pl-1">
+                      {group.agents.map((agent) => {
+                        const href = `${routeBase}/agents/${agent.id}/chats/new`;
+                        const isActive = agent.id === activeAgentId;
+                        return (
+                          <Link
+                            key={`${group.key}:${agent.id}`}
+                            href={href}
+                            className={cn(
+                              "flex items-center gap-2 rounded-lg px-2.5 py-1.5 text-[13px] text-muted-foreground hover:text-foreground hover:bg-sidebar-accent/60",
+                              isActive &&
+                                "bg-primary/10 text-primary hover:bg-primary/15 hover:text-primary",
+                            )}
+                          >
+                            <Bot className="size-3.5 shrink-0 text-muted-foreground/70" />
+                            <span className="truncate">{desensitize(agent.name)}</span>
+                          </Link>
+                        );
+                      })}
+                    </div>
+                  )}
+                </div>
+              );
+            })}
+          </div>
+        )}
+      </div>
+
+      {/* 下半：聊天记录（仅本模块智能体会话） */}
+      <div className="flex min-h-0 flex-[2] flex-col overflow-y-auto border-t border-border/60 px-2 py-3">
+        <h2 className="text-muted-foreground/70 px-2 mb-1.5 text-[10px] font-semibold tracking-[0.12em] uppercase select-none">
+          聊天记录
+        </h2>
+        {moduleThreads.length === 0 ? (
+          <p className="px-2 py-1.5 text-xs text-muted-foreground/70">暂无聊天记录</p>
+        ) : (
+          <div className="flex flex-col gap-0.5">
+            {moduleThreads.map((thread) => {
+              const href = pathOfThread(thread, undefined, routeBase);
+              const isActive = href === pathname;
+              return (
+                <Link
+                  key={thread.thread_id}
+                  href={href}
+                  className={cn(
+                    "flex items-center gap-2 rounded-lg px-2.5 py-1.5 text-[13px] text-muted-foreground hover:text-foreground hover:bg-sidebar-accent/60",
+                    isActive &&
+                      "bg-primary/10 text-primary hover:bg-primary/15 hover:text-primary",
+                  )}
+                >
+                  <MessageSquare className="size-3.5 shrink-0 text-muted-foreground/70" />
+                  <span className="truncate">
+                    {desensitize(titleOfThread(thread, "未命名对话"))}
+                  </span>
+                </Link>
+              );
+            })}
+          </div>
+        )}
+      </div>
+    </aside>
+  );
+}

frontend-web/src/components/workspace/agents/agent-selector.tsx

@@ -20,9 +20,10 @@ import {
 } from "@/components/ui/dialog";
 import { PromptInputButton } from "@/components/ai-elements/prompt-input";
 import { AgentManageDialog } from "@/components/workspace/agents/agent-manage-dialog";
-import { useAgentSelector } from "@/core/agents";
+import { useAgentSelector, useAgentsPaginated } from "@/core/agents";
 import type { Agent } from "@/core/agents";
 import { getStoredAuth } from "@/core/auth";
+import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 
 interface AgentSelectorProps {
@@ -51,12 +52,21 @@ export function AgentSelector({
   const [open, setOpen] = useState(false);
   const [manageOpen, setManageOpen] = useState(false);
   const { agents, isLoading } = useAgentSelector();
+  // 弹窗列表只展示管理弹窗里配置的 agent（agents）；但「已选中 agent」的名称解析要更宽——
+  // 侧边栏「常用智能体」可以选中未配置进管理弹窗的 agent（如用户自己的智能体），
+  // 这些 agent 也要能在胶囊上显示名称，故额外用「我的 / 广场」列表兜底解析（缓存与侧边栏共享）。
+  const { agents: mineAgents } = useAgentsPaginated({ scope: "mine", page: 1, pageSize: 20 });
+  const { agents: squareAgents } = useAgentsPaginated({ scope: "square", page: 1, pageSize: 20 });
   const isAdmin = useMemo(() => getStoredAuth()?.system_role === "admin", []);
 
   const selectedAgent = useMemo<Agent | null>(() => {
     if (!selectedAgentId) return null;
-    return agents.find((a) => a.id === selectedAgentId) ?? null;
-  }, [agents, selectedAgentId]);
+    return (
+      [...agents, ...mineAgents, ...squareAgents].find(
+        (a) => a.id === selectedAgentId,
+      ) ?? null
+    );
+  }, [agents, mineAgents, squareAgents, selectedAgentId]);
 
   const handleSelect = (agent: Agent) => {
     onAgentChange(agent.id);
@@ -68,7 +78,7 @@ export function AgentSelector({
     onAgentChange(null);
   };
 
-  const triggerLabel = selectedAgent?.name ?? "选择 Agent";
+  const triggerLabel = selectedAgent ? desensitize(selectedAgent.name) : "选择 Agent";
 
   return (
     <>
@@ -125,7 +135,7 @@ export function AgentSelector({
                   {agents.map((agent) => (
                     <CommandItem
                       key={agent.id}
-                      value={`${agent.name} ${agent.description ?? ""}`}
+                      value={`${desensitize(agent.name)} ${desensitize(agent.description ?? "")}`}
                       onSelect={() => handleSelect(agent)}
                       className={cn(
                         "flex w-full min-w-0 items-start gap-2 overflow-hidden",
@@ -134,10 +144,10 @@ export function AgentSelector({
                     >
                       <BotIcon className="text-muted-foreground mt-0.5 size-4 shrink-0" />
                       <div className="flex min-w-0 flex-1 flex-col">
-                        <span className="truncate text-sm">{agent.name}</span>
+                        <span className="truncate text-sm">{desensitize(agent.name)}</span>
                         {agent.description && (
                           <span className="line-clamp-2 whitespace-normal break-words text-[10px] leading-snug text-muted-foreground">
-                            {agent.description}
+                            {desensitize(agent.description)}
                           </span>
                         )}
                       </div>

frontend-web/src/components/workspace/artifacts/artifact-file-detail.tsx

@@ -122,6 +122,7 @@ export function ArtifactFileDetail({
   threadId,
   onClose,
   allowVirtualMarkdownEdit = false,
+  disableDesensitize = false,
 }: {
   className?: string;
   filepath: string;
@@ -134,6 +135,12 @@ export function ArtifactFileDetail({
    * 默认 false —— 主聊天页等其它调用方行为不变。
    */
   allowVirtualMarkdownEdit?: boolean;
+  /**
+   * 关闭对预览内容的脱敏。多智能体会商页的「消息列表沙箱」按需求**不脱敏**沙箱内的
+   * 产物内容（用户要拿原始文件），故 Step2SandboxLayout 传 true；主聊天等其它调用方
+   * 默认 false，沿用全局脱敏。
+   */
+  disableDesensitize?: boolean;
 }) {
   const { t } = useI18n();
   const { artifacts, setOpen, select } = useArtifacts();
@@ -802,7 +809,7 @@ export function ArtifactFileDetail({
             language === "html" ||
             language === "mermaid") && (
               <ArtifactFilePreview
-                content={desensitize(displayContent ?? "")}
+                content={disableDesensitize ? (displayContent ?? "") : desensitize(displayContent ?? "")}
                 language={language ?? "text"}
                 threadId={threadId}
                 publicShareCode={publicShareCode}
@@ -815,7 +822,7 @@ export function ArtifactFileDetail({
             <CodeEditor
               className="size-full resize-none rounded-none border-none bg-transparent"
               value={
-                canEditArtifact
+                canEditArtifact || disableDesensitize
                   ? (displayContent ?? "")
                   : desensitize(displayContent ?? "")
               }

frontend-web/src/components/workspace/general-qa-sidebar.tsx

@@ -0,0 +1,603 @@
+"use client";
+
+/**
+ * 通用问答（全量版 / full layout）新建对话左侧栏 —— 按「样式修改.png」参考图重画。
+ *
+ * 这是**全量版专属**的独立组件：因为全量版是新功能、新需求，若继续往
+ * 共享的 WorkspaceNavChatList / FrequentAgentsList / RecentChatList 里塞会越来越难
+ * 维护，故单独成一个组件，只在 `/page/workspace/chats*` 的全量布局下挂载，互不影响。
+ *
+ * 三块结构（自上而下）：
+ *   1. 「新对话」胶囊按钮 + 收起整列的圆形按钮；
+ *   2. 「常用智能体」—— 彩色图标卡（名称 + 两行简介，命中为选中态：主色描边 + 右侧主色条）；
+ *   3. 「最近的对话」—— 计数徽标 + 折叠、历史搜索框、会话列表（悬浮「更多」菜单：
+ *      重命名/置顶/收藏/分享/导出/删除）、「更多最近对话」入口，底部品牌信息。
+ */
+
+import {
+  Bot,
+  ChevronDown,
+  ChevronRight,
+  Download,
+  FileJson,
+  FileText,
+  MessageSquare,
+  MoreHorizontal,
+  Pencil,
+  Pin,
+  PinOff,
+  Plus,
+  Search,
+  Share2,
+  Star,
+  Trash2,
+} from "lucide-react";
+import Link from "next/link";
+import { useParams, usePathname, useRouter, useSearchParams } from "next/navigation";
+import { useCallback, useMemo, useState } from "react";
+import { useNavigate } from "react-router-dom";
+import { toast } from "sonner";
+
+import { useTheme } from "@/contexts/ThemeContext";
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuSeparator,
+  DropdownMenuSub,
+  DropdownMenuSubContent,
+  DropdownMenuSubTrigger,
+  DropdownMenuTrigger,
+} from "@/components/ui/dropdown-menu";
+import { Input } from "@/components/ui/input";
+import { ShareConversationDialog } from "@/components/workspace/thread-share-dialogs";
+import { useAgentsPaginated, type Agent } from "@/core/agents";
+import { getAPIClient } from "@/core/api";
+import { useI18n } from "@/core/i18n/hooks";
+import {
+  exportThreadAsJSON,
+  exportThreadAsMarkdown,
+} from "@/core/threads/export";
+import {
+  useDeleteThread,
+  useRenameThread,
+  useThreads,
+  useToggleThreadFavorite,
+  useToggleThreadPin,
+} from "@/core/threads/hooks";
+import type { AgentThread, AgentThreadState } from "@/core/threads/types";
+import {
+  isThreadFavorite,
+  isThreadPinned,
+  pathOfThread,
+  sortThreadsPinnedFirst,
+  titleOfThread,
+} from "@/core/threads/utils";
+import { env } from "@/env";
+import { desensitize } from "@/lib/desensitize";
+import { isIMEComposing } from "@/lib/ime";
+import { cn } from "@/lib/utils";
+
+import { SidebarCollapseButton } from "./workspace-header";
+
+const NEW_CHAT_PATH = "/page/workspace/chats/new";
+/** 「更多」常用智能体跳转目标：智能体管理页。 */
+const MORE_AGENTS_HREF = "/page/workspace/agents";
+/** 「更多最近对话」跳转目标。 */
+const MORE_CHATS_HREF = "/page/workspace/chats";
+/** 常用智能体最多展示个数。 */
+const MAX_FREQUENT = 4;
+
+// 智能体图标统一用 Bot 机器人图标；底色按 id 稳定散列到一组主题色，复刻参考图的彩色方块。
+// 浅色模式沿用原高彩度彩色（不改）；深蓝主题改用《深蓝 UI 规范》§1.1.7/§1.1.8 的蓝-青系
+// （docs/ui规范-深蓝，克制、不刺眼），仅深蓝主题下生效，互不影响。
+const AGENT_COLORS_LIGHT = [
+  { from: "#fb7185", to: "#ef4444" },
+  { from: "#60a5fa", to: "#3b82f6" },
+  { from: "#fbbf24", to: "#f59e0b" },
+  { from: "#34d399", to: "#10b981" },
+  { from: "#a78bfa", to: "#8b5cf6" },
+] as const;
+
+const AGENT_COLORS_DARK = [
+  { from: "#4096FF", to: "#1677FF" }, // 蓝（链接蓝 → 主色）
+  { from: "#36CFC9", to: "#13C2C2" }, // 青（辅色）
+  { from: "#6388FF", to: "#0958D9" }, // 紫蓝（装饰紫 → 主色深一档）
+  { from: "#5CDBD3", to: "#08979C" }, // 浅青 → 深青
+  { from: "#69B1FF", to: "#003EB3" }, // 浅蓝 → 主色按下
+] as const;
+
+function agentColor(id: string, isDark: boolean) {
+  let hash = 0;
+  for (let i = 0; i < id.length; i++) {
+    hash = (hash * 31 + id.charCodeAt(i)) >>> 0;
+  }
+  const palette = isDark ? AGENT_COLORS_DARK : AGENT_COLORS_LIGHT;
+  return palette[hash % palette.length]!;
+}
+
+/** 折叠区块标题（带 chevron 与可选计数徽标）。 */
+function SectionLabel({
+  label,
+  count,
+  collapsed,
+  onToggle,
+}: {
+  label: string;
+  count?: number;
+  collapsed: boolean;
+  onToggle: () => void;
+}) {
+  return (
+    <button
+      type="button"
+      onClick={onToggle}
+      className="flex w-full items-center justify-between px-3 py-1 text-[11px] font-semibold tracking-[0.04em] text-muted-foreground/80 transition-colors hover:text-muted-foreground select-none"
+    >
+      <span className="flex items-center gap-1.5">
+        <span>{label}</span>
+        {count != null && (
+          <span className="rounded-full bg-muted px-1.5 py-0.5 text-[10px] font-normal text-muted-foreground tabular-nums">
+            {count}
+          </span>
+        )}
+      </span>
+      <ChevronDown
+        className={cn(
+          "size-3.5 shrink-0 transition-transform duration-200",
+          collapsed && "-rotate-90",
+        )}
+      />
+    </button>
+  );
+}
+
+export function GeneralQaSidebar() {
+  const { t } = useI18n();
+  // 智能体图标配色分主题：深蓝主题用规范蓝-青系，其它（浅色）保持原高彩度色，互不影响。
+  const { theme } = useTheme();
+  const isDark = theme === "dark";
+  const pathname = usePathname();
+  const router = useRouter();
+  const navigate = useNavigate();
+
+  // ── 区块折叠状态（持久化，键独立于旧组件，避免互相影响）──
+  const [agentsCollapsed, setAgentsCollapsed] = useState(
+    () => localStorage.getItem("gqa-sidebar:agents-collapsed") === "true",
+  );
+  const [chatsCollapsed, setChatsCollapsed] = useState(
+    () => localStorage.getItem("gqa-sidebar:chats-collapsed") === "true",
+  );
+  const toggleAgents = () =>
+    setAgentsCollapsed((v) => {
+      localStorage.setItem("gqa-sidebar:agents-collapsed", String(!v));
+      return !v;
+    });
+  const toggleChats = () =>
+    setChatsCollapsed((v) => {
+      localStorage.setItem("gqa-sidebar:chats-collapsed", String(!v));
+      return !v;
+    });
+
+  // ── 常用智能体取数：置顶 → 我的 → 广场，去重补足到 MAX_FREQUENT（沿用旧逻辑）──
+  const { agents: mine } = useAgentsPaginated({ scope: "mine", page: 1, pageSize: 20 });
+  const { agents: square } = useAgentsPaginated({ scope: "square", page: 1, pageSize: 20 });
+  const frequent = useMemo<Agent[]>(() => {
+    const out: Agent[] = [];
+    const seen = new Set<string>();
+    const add = (agent: Agent | undefined) => {
+      if (!agent || out.length >= MAX_FREQUENT || seen.has(agent.id)) return;
+      seen.add(agent.id);
+      out.push(agent);
+    };
+    [...mine, ...square].filter((a) => a.is_pinned).forEach(add);
+    mine.forEach(add);
+    square.forEach(add);
+    return out;
+  }, [mine, square]);
+
+  // 当前嵌入的智能体（URL 上的 ?agent=）：用于高亮对应卡片。
+  const searchParams = useSearchParams();
+  const activeAgentId = searchParams.get("agent");
+
+  // 点击常用智能体 = 在通用问答右侧**原地嵌入**该智能体的对话页：停留在 /chats/new，
+  // 仅给 URL 加 ?agent=<id>，由 NewChatContent 把右侧问答区换成 AgentChatPage。
+  // 不跳转独立页面、左侧栏不变。每次点击都重开一个干净会话（NewChatContent 的 key）。
+  const handleSelectAgent = useCallback(
+    (agentId: string) => {
+      navigate(`/page/workspace/chats/new?agent=${encodeURIComponent(agentId)}`);
+    },
+    [navigate],
+  );
+
+  // ── 最近的对话取数 + 搜索 ──
+  const { thread_id: threadIdFromPath, agent_id: agentIdFromPath } = useParams<{
+    thread_id: string;
+    agent_id?: string;
+  }>();
+  const { data: threads = [] } = useThreads();
+  const { mutate: deleteThread } = useDeleteThread();
+  const { mutate: renameThread } = useRenameThread();
+  const { toggle: togglePin } = useToggleThreadPin();
+  const { toggle: toggleFavorite } = useToggleThreadFavorite();
+
+  const [query, setQuery] = useState("");
+  const [renameDialogOpen, setRenameDialogOpen] = useState(false);
+  const [renameThreadId, setRenameThreadId] = useState<string | null>(null);
+  const [renameValue, setRenameValue] = useState("");
+  const [shareThreadId, setShareThreadId] = useState<string | null>(null);
+
+  const visibleThreads = useMemo(
+    () =>
+      sortThreadsPinnedFirst(
+        threads.filter(
+          (thread) =>
+            thread.metadata?.thread_type !== "scheduler" &&
+            thread.metadata?.thread_type !== "bootstrap" &&
+            thread.metadata?.thread_type !== "roundtable",
+        ),
+      ),
+    [threads],
+  );
+
+  const filteredThreads = useMemo(() => {
+    const q = query.trim().toLowerCase();
+    const list = q
+      ? visibleThreads.filter((thread) =>
+          titleOfThread(thread, t.pages.newChat).toLowerCase().includes(q),
+        )
+      : visibleThreads;
+    // 未搜索时与旧版一致：最多展示 10 条
+    return q ? list : list.slice(0, 10);
+  }, [visibleThreads, query, t.pages.newChat]);
+
+  const handleNewChatClick = (event: React.MouseEvent<HTMLAnchorElement>) => {
+    if (event.metaKey || event.ctrlKey || event.shiftKey || event.button === 1) return;
+    event.preventDefault();
+    navigate(NEW_CHAT_PATH, { replace: true, state: { resetAt: Date.now() } });
+  };
+
+  const handleDelete = useCallback(
+    (threadId: string) => {
+      deleteThread({ threadId });
+      if (threadId === threadIdFromPath) {
+        const threadIndex = threads.findIndex((th) => th.thread_id === threadId);
+        let nextThreadPath = pathOfThread("new", { agent_id: agentIdFromPath });
+        if (threadIndex > -1) {
+          if (threads[threadIndex + 1]) {
+            nextThreadPath = pathOfThread(threads[threadIndex + 1]!);
+          } else if (threads[threadIndex - 1]) {
+            nextThreadPath = pathOfThread(threads[threadIndex - 1]!);
+          }
+        }
+        void router.push(nextThreadPath);
+      }
+    },
+    [agentIdFromPath, deleteThread, router, threadIdFromPath, threads],
+  );
+
+  const handleRenameClick = useCallback((threadId: string, currentTitle: string) => {
+    setRenameThreadId(threadId);
+    setRenameValue(currentTitle);
+    setRenameDialogOpen(true);
+  }, []);
+
+  const handleRenameSubmit = useCallback(() => {
+    if (renameThreadId && renameValue.trim()) {
+      renameThread({ threadId: renameThreadId, title: renameValue.trim() });
+      setRenameDialogOpen(false);
+      setRenameThreadId(null);
+      setRenameValue("");
+    }
+  }, [renameThread, renameThreadId, renameValue]);
+
+  const handleExport = useCallback(
+    async (thread: AgentThread, format: "markdown" | "json") => {
+      try {
+        const apiClient = getAPIClient();
+        const state = await apiClient.threads.getState<AgentThreadState>(
+          thread.thread_id,
+        );
+        const messages = state.values?.messages ?? [];
+        if (messages.length === 0) {
+          toast.error(t.conversation.noMessages);
+          return;
+        }
+        if (format === "markdown") exportThreadAsMarkdown(thread, messages);
+        else exportThreadAsJSON(thread, messages);
+        toast.success(t.common.exportSuccess);
+      } catch {
+        toast.error("Failed to export conversation");
+      }
+    },
+    [t],
+  );
+
+  const isStatic = env.NEXT_PUBLIC_STATIC_WEBSITE_ONLY === "true";
+
+  return (
+    // 背景走 sidebar token（浅主题=白、深蓝主题=深蓝），不要写死 bg-white，否则全量版深蓝主题下侧栏仍是白底。
+    <div className="flex h-full min-h-0 flex-col bg-sidebar text-sidebar-foreground">
+      {/* ── 顶部：新对话胶囊 + 收起按钮 ── */}
+      <div className="flex items-center gap-2 px-3 pt-3 pb-2">
+        {/* 新对话按钮：完全自定义样式（不复用 Button variant）。borderColor / color 走
+            inline style，避免被全局 border-color（--border）覆盖；无阴影。主色描边 + 5px 圆角。
+            底色用「主色混入透明」=主色低透明度叠在当前侧栏底色上，浅/红/蓝/深蓝主题都自适应
+            （不要混 white，否则深蓝主题下会变成浅色块）。 */}
+        <Link
+          href={NEW_CHAT_PATH}
+          onClick={handleNewChatClick}
+          style={{ borderColor: "var(--primary)", color: "var(--primary)" }}
+          className={cn(
+            "flex h-10 min-w-0 flex-1 items-center justify-center gap-1.5 rounded-[5px] text-[14px] font-semibold transition-colors",
+            "border border-solid",
+            "bg-[color-mix(in_srgb,var(--primary)_14%,transparent)] hover:bg-[color-mix(in_srgb,var(--primary)_24%,transparent)]",
+          )}
+        >
+          <Plus className="size-4 stroke-[2.5]" />
+          <span>{t.sidebar.newChat}</span>
+        </Link>
+        <SidebarCollapseButton className="size-9 shrink-0 rounded-full border border-border bg-card text-muted-foreground shadow-sm hover:bg-accent" />
+      </div>
+
+      <div className="min-h-0 flex-1 overflow-y-auto px-2 pb-2">
+        {/* ── 常用智能体 ── */}
+        {frequent.length > 0 && (
+          <div className="pt-2">
+            <SectionLabel
+              label="常用智能体"
+              collapsed={agentsCollapsed}
+              onToggle={toggleAgents}
+            />
+            {!agentsCollapsed && (
+              <div className="mt-1 flex flex-col gap-1">
+                {frequent.map((agent) => {
+                  const isActive = activeAgentId === agent.id;
+                  const { from, to } = agentColor(agent.id, isDark);
+                  return (
+                    <button
+                      key={agent.id}
+                      type="button"
+                      onClick={() => handleSelectAgent(agent.id)}
+                      className={cn(
+                        "group relative flex w-full items-start gap-2.5 rounded-xl border px-2.5 py-2 text-left transition-colors",
+                        isActive
+                          ? "border-primary/40 bg-primary/5"
+                          : "border-transparent hover:border-border hover:bg-accent/50",
+                      )}
+                    >
+                      <span
+                        className="mt-0.5 flex size-9 shrink-0 items-center justify-center rounded-lg text-white shadow-sm"
+                        style={{ backgroundImage: `linear-gradient(135deg, ${from}, ${to})` }}
+                      >
+                        <Bot className="size-[18px]" />
+                      </span>
+                      <span className="min-w-0 flex-1">
+                        <span
+                          className={cn(
+                            "block truncate text-[13px] font-semibold",
+                            isActive ? "text-primary" : "text-foreground",
+                          )}
+                        >
+                          {desensitize(agent.name)}
+                        </span>
+                        <span className="mt-0.5 block truncate text-[11px] leading-snug text-muted-foreground">
+                          {agent.description ? desensitize(agent.description) : "智能体助手"}
+                        </span>
+                      </span>
+                      {isActive && (
+                        <span className="absolute top-1/2 right-1 h-6 w-1 -translate-y-1/2 rounded-full bg-primary" />
+                      )}
+                    </button>
+                  );
+                })}
+                <Link
+                  href={MORE_AGENTS_HREF}
+                  className="flex items-center justify-between rounded-lg px-3 py-1.5 text-[12px] text-muted-foreground/70 transition-colors hover:bg-accent/50 hover:text-foreground"
+                >
+                  <span>{t.common.more}</span>
+                  <ChevronRight className="size-3.5 shrink-0" />
+                </Link>
+              </div>
+            )}
+          </div>
+        )}
+
+        {/* ── 最近的对话 ── */}
+        <div className="mt-3 border-t border-sidebar-border/60 pt-3">
+          <SectionLabel
+            label={t.sidebar.recentChats}
+            count={visibleThreads.length}
+            collapsed={chatsCollapsed}
+            onToggle={toggleChats}
+          />
+          {!chatsCollapsed && (
+            <div className="mt-1.5">
+              {/* 历史会话搜索框 */}
+              <div className="relative mb-1.5 px-1">
+                <Search className="pointer-events-none absolute top-1/2 left-3.5 size-3.5 -translate-y-1/2 text-muted-foreground/60" />
+                <Input
+                  value={query}
+                  onChange={(e) => setQuery(e.target.value)}
+                  placeholder="搜索历史会话…"
+                  className="h-8 rounded-lg border-border bg-card pl-8 text-[12px]"
+                />
+              </div>
+
+              <div className="flex flex-col gap-0.5">
+                {filteredThreads.length === 0 ? (
+                  <div className="px-3 py-4 text-center text-[12px] text-muted-foreground/70">
+                    {query ? "没有匹配的会话" : t.chats.noChats}
+                  </div>
+                ) : (
+                  filteredThreads.map((thread) => {
+                    const isActive = pathOfThread(thread) === pathname;
+                    const pinned = isThreadPinned(thread);
+                    const favorited = isThreadFavorite(thread);
+                    return (
+                      <div
+                        key={thread.thread_id}
+                        className="group/item relative flex items-center"
+                      >
+                        <Link
+                          href={pathOfThread(thread)}
+                          className={cn(
+                            "relative flex h-9 min-w-0 flex-1 items-center gap-2 rounded-lg px-2.5 text-[13px] transition-colors",
+                            isActive
+                              ? "border border-primary/40 bg-primary/5 font-medium text-primary"
+                              : "text-muted-foreground hover:bg-accent/60 hover:text-foreground",
+                          )}
+                        >
+                          <MessageSquare
+                            className={cn(
+                              "size-3.5 shrink-0",
+                              isActive ? "text-primary" : "text-muted-foreground/70",
+                            )}
+                          />
+                          {pinned && (
+                            <Pin className="size-3 shrink-0 text-muted-foreground/70" />
+                          )}
+                          <span className="truncate">
+                            {desensitize(titleOfThread(thread, t.pages.newChat))}
+                          </span>
+                          {isActive && (
+                            <span className="absolute top-1/2 right-1 h-5 w-1 -translate-y-1/2 rounded-full bg-primary" />
+                          )}
+                        </Link>
+                        {!isStatic && (
+                          <DropdownMenu>
+                            <DropdownMenuTrigger asChild>
+                              <button
+                                type="button"
+                                className="absolute right-1 flex size-6 items-center justify-center rounded-md text-muted-foreground opacity-0 transition-opacity hover:bg-background group-hover/item:opacity-100 data-[state=open]:opacity-100"
+                              >
+                                <MoreHorizontal className="size-4" />
+                                <span className="sr-only">{t.common.more}</span>
+                              </button>
+                            </DropdownMenuTrigger>
+                            <DropdownMenuContent className="w-48 rounded-lg" side="right" align="start">
+                              <DropdownMenuItem
+                                onSelect={() =>
+                                  handleRenameClick(
+                                    thread.thread_id,
+                                    titleOfThread(thread, t.pages.newChat),
+                                  )
+                                }
+                              >
+                                <Pencil className="text-muted-foreground" />
+                                <span>{t.common.rename}</span>
+                              </DropdownMenuItem>
+                              <DropdownMenuItem onSelect={() => togglePin(thread.thread_id, !pinned)}>
+                                {pinned ? (
+                                  <PinOff className="text-muted-foreground" />
+                                ) : (
+                                  <Pin className="text-muted-foreground" />
+                                )}
+                                <span>{pinned ? t.common.unpin : t.common.pin}</span>
+                              </DropdownMenuItem>
+                              <DropdownMenuItem
+                                onSelect={() => toggleFavorite(thread.thread_id, !favorited)}
+                              >
+                                <Star
+                                  className={
+                                    favorited
+                                      ? "fill-amber-400 text-amber-400"
+                                      : "text-muted-foreground"
+                                  }
+                                />
+                                <span>{favorited ? t.common.unfavorite : t.common.favorite}</span>
+                              </DropdownMenuItem>
+                              <DropdownMenuItem onSelect={() => setShareThreadId(thread.thread_id)}>
+                                <Share2 className="text-muted-foreground" />
+                                <span>{t.common.share}</span>
+                              </DropdownMenuItem>
+                              <DropdownMenuSub>
+                                <DropdownMenuSubTrigger>
+                                  <Download className="text-muted-foreground" />
+                                  <span>{t.common.export}</span>
+                                </DropdownMenuSubTrigger>
+                                <DropdownMenuSubContent>
+                                  <DropdownMenuItem onSelect={() => handleExport(thread, "markdown")}>
+                                    <FileText className="text-muted-foreground" />
+                                    <span>{t.common.exportAsMarkdown}</span>
+                                  </DropdownMenuItem>
+                                  <DropdownMenuItem onSelect={() => handleExport(thread, "json")}>
+                                    <FileJson className="text-muted-foreground" />
+                                    <span>{t.common.exportAsJSON}</span>
+                                  </DropdownMenuItem>
+                                </DropdownMenuSubContent>
+                              </DropdownMenuSub>
+                              <DropdownMenuSeparator />
+                              <DropdownMenuItem onSelect={() => handleDelete(thread.thread_id)}>
+                                <Trash2 className="text-muted-foreground" />
+                                <span>{t.common.delete}</span>
+                              </DropdownMenuItem>
+                            </DropdownMenuContent>
+                          </DropdownMenu>
+                        )}
+                      </div>
+                    );
+                  })
+                )}
+                {!query && (
+                  <Link
+                    href={MORE_CHATS_HREF}
+                    className="mt-0.5 flex items-center justify-between rounded-lg px-3 py-1.5 text-[12px] text-muted-foreground/70 transition-colors hover:bg-accent/50 hover:text-foreground"
+                  >
+                    <span>更多最近对话</span>
+                    <ChevronRight className="size-3.5 shrink-0" />
+                  </Link>
+                )}
+              </div>
+            </div>
+          )}
+        </div>
+      </div>
+
+      {/* 重命名弹窗 */}
+      <Dialog open={renameDialogOpen} onOpenChange={setRenameDialogOpen}>
+        <DialogContent className="sm:max-w-[425px]">
+          <DialogHeader>
+            <DialogTitle>{t.common.rename}</DialogTitle>
+          </DialogHeader>
+          <div className="py-4">
+            <Input
+              value={renameValue}
+              onChange={(e) => setRenameValue(e.target.value)}
+              placeholder={t.common.rename}
+              onKeyDown={(e) => {
+                if (e.key === "Enter" && !isIMEComposing(e)) {
+                  e.preventDefault();
+                  handleRenameSubmit();
+                }
+              }}
+            />
+          </div>
+          <DialogFooter>
+            <Button variant="outline" onClick={() => setRenameDialogOpen(false)}>
+              {t.common.cancel}
+            </Button>
+            <Button onClick={handleRenameSubmit}>{t.common.save}</Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+
+      {/* 分享弹窗 */}
+      <ShareConversationDialog
+        threadId={shareThreadId}
+        open={shareThreadId !== null}
+        onOpenChange={(o) => {
+          if (!o) setShareThreadId(null);
+        }}
+      />
+    </div>
+  );
+}

frontend-web/src/components/workspace/messages/message-list.tsx

@@ -7,6 +7,7 @@ import { useStickToBottomContext } from "use-stick-to-bottom";
 import {
   Conversation,
   ConversationContent,
+  ConversationScrollButton,
 } from "@/components/ai-elements/conversation";
 import { Button } from "@/components/ui/button";
 import { Textarea } from "@/components/ui/textarea";
@@ -94,6 +95,7 @@ export function MessageList({
   paddingBottom = MESSAGE_LIST_DEFAULT_PADDING_BOTTOM,
   tokenUsageEnabled = false,
   extraRehypePlugins,
+  scrollButtonClassName,
   onClarificationSubmit,
   onEditResubmit,
   onSetupAgentApprove,
@@ -108,6 +110,8 @@ export function MessageList({
   thread: BaseStream<AgentThreadState>;
   paddingBottom?: number;
   tokenUsageEnabled?: boolean;
+  /** 额外定位「回到最新」悬浮按钮——不同页面输入框高度不同，需上移让位。 */
+  scrollButtonClassName?: string;
   extraRehypePlugins?: ReturnType<typeof useRehypeSplitWordsIntoSpans>;
   onClarificationSubmit?: (answer: string) => void | Promise<void>;
   onEditResubmit?: (text: string) => void;
@@ -577,6 +581,16 @@ export function MessageList({
         <div style={{ height: `${paddingBottom}px` }} />
         </MessageMetricsProvider>
       </ConversationContent>
+      {/* ChatGPT 式「回到最新」悬浮钮：仅在向上滚离底部时出现，点击平滑回到
+          最新问答。默认贴底，调用方可用 scrollButtonClassName 上移避开输入框。 */}
+      <ConversationScrollButton
+        className={cn(
+          "pointer-events-auto z-20 size-9 shadow-md",
+          scrollButtonClassName,
+        )}
+        aria-label="回到最新"
+        title="回到最新"
+      />
     </Conversation>
   );
 }

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

@@ -2,6 +2,7 @@
 
 import {
   AlertCircle,
+  Anchor,
   ArchiveIcon,
   ArrowDownUpIcon,
   BookmarkIcon,
@@ -77,6 +78,7 @@ import {
   useGenerateSkillNameZh,
   useInstallSkillUpload,
   useReconcileCustomSkills,
+  useSetSkillAlwaysOn,
   useSetSkillFeatured,
   useSetSkillNameZh,
   useSetSkillPinned,
@@ -84,8 +86,13 @@ import {
   useSkills,
   useValidateSkillUpload,
 } from "@/core/skills/hooks";
-import { usePublishSquares, useViewMode } from "@/core/system-settings/hooks";
+import {
+  usePublishSquares,
+  useSkillCompressionSettings,
+  useViewMode,
+} from "@/core/system-settings/hooks";
 import type { Skill } from "@/core/skills/type";
+import { formatDateTime } from "@/core/utils/datetime";
 import { env } from "@/env";
 import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
@@ -175,13 +182,22 @@ function SkillSettingsList({ onClose }: { onClose?: () => void }) {
   const fillNamesMutation = useGenerateMissingSkillNameZh();
   // Optional model override for the admin "一键补充中文名" action (null = default).
   const [fillModel, setFillModel] = useState<string | null>(null);
-  // Name + tag filtering is resolved server-side via the /api/skills query.
-  const { skills, isLoading, error } = useSkills({ search, tagIds, sort });
-
   const storedAuth = useMemo(() => getStoredAuth(), []);
   const currentUserId = storedAuth?.user_id ?? null;
   const isAdmin = storedAuth?.system_role === "admin";
 
+  // Name + tag filtering is resolved server-side via the /api/skills query.
+  // A 岗位 (position) no longer *restricts* the list — it grants skills into the
+  // member's 我的技能 (each such skill comes back with ``favorited: true``), so
+  // the 广场 always shows every visible skill and the 我的 tab includes the
+  // position-granted ones. ``scope`` is kept for API compatibility only.
+  const { skills, isLoading, error } = useSkills({
+    search,
+    tagIds,
+    sort,
+    scope: isAdmin ? undefined : "mine",
+  });
+
   // 把可见技能分类成 UI 关心的几个桶。
   // "All" = 内置 + 已发布的技能（仅 active 状态);自己的技能也要自己发布了才出现。
   // "Mine" = 严格属于我自己的自定义技能（仅 active 状态)。
@@ -209,7 +225,9 @@ function SkillSettingsList({ onClose }: { onClose?: () => void }) {
       if (isBuiltin || !!skill.published) {
         all.push(skill);
       }
-      if (isOwnedByMe) {
+      // "我的" = skills I own OR skills granted into my collection by my 岗位
+      // (position) — mirroring how favorited agents land in 我的智能体.
+      if (isOwnedByMe || !!skill.favorited) {
         mine.push(skill);
       }
     }
@@ -593,6 +611,8 @@ export function SkillRow({
   const { data: cardPublishSquares } = usePublishSquares();
   const setPinned = useSetSkillPinned();
   const setFeatured = useSetSkillFeatured();
+  const setAlwaysOn = useSetSkillAlwaysOn();
+  const { data: compression } = useSkillCompressionSettings();
   const deleteSkill = useDeleteCustomSkill();
   const duplicateSkillMutation = useDuplicateSkill();
   const [confirmDeleteOpen, setConfirmDeleteOpen] = useState(false);
@@ -612,6 +632,17 @@ export function SkillRow({
   // Admin can edit/delete/unpublish anyone's skill; non-admin only their own.
   const canManage = isCustom && (isOwned || isAdmin);
   const canTogglePublish = canManage && !isBuiltin;
+  // 常驻(免压缩):内置技能仅管理员可设;自定义技能其所有者或管理员可设(与后端一致)。
+  const canSetAlwaysOn = isAdmin || isOwned;
+
+  async function handleToggleAlwaysOn(next: boolean) {
+    try {
+      await setAlwaysOn.mutateAsync({ skillName: skill.name, alwaysOn: next });
+      toast.success(next ? "已设为常驻(免压缩)" : "已取消常驻");
+    } catch (err) {
+      toast.error(err instanceof Error ? err.message : String(err));
+    }
+  }
 
   async function handleTogglePublished(next: boolean) {
     // Publishing: prompt for which square to publish into (when configured).
@@ -806,6 +837,15 @@ 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>
   );
 
@@ -848,6 +888,14 @@ export function SkillRow({
             : t.settings.skills.useCountInlineZero}
         </div>
       )}
+      {formatDateTime(skill.created_at) && (
+        <div className="text-muted-foreground mt-1 flex items-center gap-1 text-xs">
+          <ClockIcon className="size-3.5 shrink-0" />
+          <span className="truncate">
+            创建时间：{formatDateTime(skill.created_at)}
+          </span>
+        </div>
+      )}
       {(skill.tags?.length ?? 0) > 0 && (
         <TagChipList tags={skill.tags!} className="mt-2" />
       )}
@@ -907,6 +955,27 @@ export function SkillRow({
           />
         </Button>
       )}
+      {compression?.enabled && canSetAlwaysOn && (
+        <Button
+          size="icon"
+          variant="ghost"
+          className={cn(
+            "h-8 w-8 shrink-0",
+            skill.always_on && "text-amber-600 hover:text-amber-700",
+          )}
+          disabled={setAlwaysOn.isPending}
+          onClick={() => void handleToggleAlwaysOn(!skill.always_on)}
+          title={
+            skill.always_on
+              ? "取消常驻(将被压缩,改由 search_skills 检索)"
+              : "设为常驻(免压缩,始终全文注入提示词)"
+          }
+        >
+          <Anchor
+            className={cn("size-3.5", skill.always_on && "fill-current")}
+          />
+        </Button>
+      )}
       {canTogglePublish && (
         <Button
           size="icon"

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/tags/resource-tag-dialog.tsx

@@ -0,0 +1,98 @@
+"use client";
+
+import { CheckIcon, Loader2 } from "lucide-react";
+import { useState } from "react";
+import { toast } from "sonner";
+
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { resolveTagColor } from "@/components/workspace/tags/tag-colors";
+import { useResourceTags, useSetResourceTags, useTags, type TagType } from "@/core/tags";
+import { cn } from "@/lib/utils";
+
+/** Generic admin dialog to assign a resource's tags (multi-select chips). */
+export function ResourceTagDialog({
+  open,
+  onOpenChange,
+  targetType,
+  targetId,
+  title = "打标签",
+}: {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  targetType: TagType;
+  targetId: string;
+  title?: string;
+}) {
+  const { data: tags } = useTags(targetType);
+  const { data: current } = useResourceTags(targetType, targetId, open);
+  const setTags = useSetResourceTags();
+  const [selected, setSelected] = useState<string[]>([]);
+
+  const [syncedFor, setSyncedFor] = useState<string | null>(null);
+  const syncKey = `${open}:${targetId}:${current ? "ready" : "loading"}`;
+  if (open && current && syncedFor !== syncKey) {
+    setSelected(current.map((t) => t.id));
+    setSyncedFor(syncKey);
+  }
+  if (!open && syncedFor !== null) setSyncedFor(null);
+
+  const toggle = (id: string) =>
+    setSelected((prev) => (prev.includes(id) ? prev.filter((x) => x !== id) : [...prev, id]));
+
+  const handleSave = async () => {
+    try {
+      await setTags.mutateAsync({ targetType, targetId, tagIds: selected });
+      onOpenChange(false);
+    } catch (e) {
+      toast.error(String(e instanceof Error ? e.message : e));
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>{title}</DialogTitle>
+        </DialogHeader>
+        {!tags || tags.length === 0 ? (
+          <p className="text-muted-foreground text-sm">暂无可用标签，请先到「标签管理」创建对应类型的标签。</p>
+        ) : (
+          <div className="flex flex-wrap gap-1.5">
+            {tags.map((tag) => {
+              const checked = selected.includes(tag.id);
+              const color = resolveTagColor(tag.color);
+              return (
+                <button
+                  key={tag.id}
+                  type="button"
+                  onClick={() => toggle(tag.id)}
+                  className={cn(
+                    "inline-flex items-center gap-1 rounded-full border px-3 py-1 text-xs font-medium transition-all",
+                    color.chip,
+                    checked ? "ring-foreground/40 ring-2 ring-offset-1" : "opacity-45 hover:opacity-90",
+                  )}
+                >
+                  {checked && <CheckIcon className="size-3" />}
+                  {tag.name}
+                </button>
+              );
+            })}
+          </div>
+        )}
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>取消</Button>
+          <Button onClick={handleSave} disabled={setTags.isPending}>
+            {setTags.isPending && <Loader2 className="size-4 animate-spin" />}保存
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}

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

@@ -4,11 +4,13 @@ import {
   BellIcon,
   BotIcon,
   BrainIcon,
+  BriefcaseIcon,
   CalendarClockIcon,
   ChevronsUpDown,
   DatabaseZapIcon,
   GaugeIcon,
   HistoryIcon,
+  MessageCircleQuestionIcon,
   ScrollTextIcon,
   Settings2Icon,
   SettingsIcon,
@@ -216,6 +218,26 @@ export function WorkspaceNavMenu() {
                     <TagsIcon />
                     {t.adminTags.title}
                   </DropdownMenuItem>
+                  {isAdmin && (
+                    <DropdownMenuItem
+                      onClick={() => navigate("/page/workspace/admin/positions")}
+                    >
+                      <BriefcaseIcon />
+                      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/components/workspace/workspace-sidebar.tsx

@@ -12,7 +12,7 @@ import { useTheme } from "@/contexts/ThemeContext";
 import { cn } from "@/lib/utils";
 import { usePathname } from "next/navigation";
 
-import { FrequentAgentsList } from "./frequent-agents-list";
+import { GeneralQaSidebar } from "./general-qa-sidebar";
 import { RecentChatList } from "./recent-chat-list";
 import { RecentRoundtableList } from "./recent-roundtable-list";
 import { RecentWritingList } from "./recent-writing-list";
@@ -30,7 +30,8 @@ export function WorkspaceSidebar({
   const pathname = usePathname();
   const useWhiteSidebar = compactChrome && theme === "light";
   // 通用问答（全量模式）左栏：新建回答 → 常用智能体 → 聊天记录（需求 0616 #1）。
-  // 仅在通用问答（/page/workspace/chats*）下启用三块式布局；其余 workspace 页保持原样。
+  // 仅在通用问答（/page/workspace/chats*）下启用三块式布局；点击常用智能体后是
+  // 「原地嵌入」（停留在 /chats/new?agent=...，仅右侧问答区换成智能体对话），左侧栏不变。
   const isGeneralQa = pathname.startsWith("/page/workspace/chats");
 
   // 紧凑模式：用「外层定宽容器 + transition-[width]」做展开/收起过渡动画。
@@ -58,13 +59,16 @@ export function WorkspaceSidebar({
           {...props}
         >
           <SidebarContent>
-            <WorkspaceNavChatList showCollapseTrigger compact />
-            {isGeneralQa && <FrequentAgentsList />}
-            <RecentChatList
-              compact
-              limit={isGeneralQa ? 10 : undefined}
-              moreHref={isGeneralQa ? "/page/workspace/chats" : undefined}
-            />
+            {isGeneralQa ? (
+              // 全量版通用问答（/page/workspace/chats*）：新建对话侧栏独立成
+              // GeneralQaSidebar（按 0616 样式参考图重画），与其余 workspace 页解耦。
+              <GeneralQaSidebar />
+            ) : (
+              <>
+                <WorkspaceNavChatList showCollapseTrigger compact />
+                <RecentChatList compact />
+              </>
+            )}
           </SidebarContent>
           <SidebarRail />
         </Sidebar>

frontend-web/src/core/auth/task-deeplink.ts

@@ -0,0 +1,175 @@
+/**
+ * 外部系统跳转登录时的「任务深链」：登录 URL 带 ``taskId`` + ``goPath`` 时，
+ * 拉取任务详情并据 goPath 把用户直接送到对应的智能体问答 / 多智能体会商页。
+ *
+ * 流程：
+ *   1. 调 consumer 接口 ``GET {VITE_AIPI_CONSUMER_URL}/taskAnalyseSearch/cop-task-detail?taskId=``，
+ *      请求头 ``Authorization: Bearer admin``（由 service 拦截器统一注入）。
+ *   2. 把返回的 data（id/overview/taskDirection/taskName/taskContent）整包存到 sessionStorage。
+ *   3. 按 goPath 解析出业务码 + 模式：
+ *        - ``3qfx`` / ``rwfx`` / ``xdfx``       → 单智能体问答（用「配置管理」里该业务配置的智能体）
+ *        - ``3qfx-A`` / ``rwfx-A`` / ``xdfx-A`` → 多智能体会商（用该业务配置的业务链条）
+ *      携带 taskName / taskContent 作为开场信息。
+ *
+ * 业务码映射与「配置管理」(`/api/business-mapping`) 一致：
+ *   3Q=三情分析(3QFX)、6BF=任务分析(任务FX)、7BF=行动分析(XDFX)。
+ */
+
+import { requestCrudService } from "@/service/request-axios-service";
+import { listBusinessMappings } from "@/strategy-components/api/business-mapping";
+
+/** consumer 接口返回的任务详情（data 字段）。 */
+export interface CopTaskDetail {
+  id: string | number | null;
+  overview: string;
+  taskDirection: string;
+  taskName: string;
+  taskContent: string;
+}
+
+/** 任务详情整包暂存的 sessionStorage key（目标页/后续可读取）。 */
+export const COP_TASK_DETAIL_STORAGE_KEY = "login.copTaskDetail";
+
+/** goPath 基础码 → 业务码（配置管理 businessCode）。 */
+const GOPATH_BUSINESS_CODE: Record<string, string> = {
+  "3qfx": "3Q", // 三情分析
+  rwfx: "6BF", // 任务分析（任务FX）
+  xdfx: "7BF", // 行动分析（XDFX）
+};
+
+/**
+ * 业务码 → 「任务管理」布局下的路由前缀（与 sidebar-menu.ts 的 COH 中任务菜单路径一致）。
+ * 会商 / 智能体问答都挂在此前缀下，保证侧边栏停留在 任务管理 → COH中任务 → 对应业务 高亮。
+ */
+const BUSINESS_TASK_BASE: Record<string, string> = {
+  "3Q": "/page/strategy/task-management/plan-task-sentiment",
+  "6BF": "/page/strategy/task-management/plan-task/plan-task-fx",
+  "7BF": "/page/strategy/task-management/plan-task/plan-task-action",
+};
+
+export interface ParsedGoPath {
+  businessCode: string;
+  /** true = 多智能体会商（``-A`` 后缀）；false = 单智能体问答。 */
+  roundtable: boolean;
+}
+
+/** 解析 goPath（大小写不敏感）；``-A`` 后缀表示多智能体会商。无法识别返回 null。 */
+export function parseGoPath(goPath: string): ParsedGoPath | null {
+  const raw = goPath.trim().toLowerCase();
+  if (!raw) return null;
+  const roundtable = raw.endsWith("-a");
+  const base = roundtable ? raw.slice(0, -2) : raw;
+  const businessCode = GOPATH_BUSINESS_CODE[base];
+  if (!businessCode) return null;
+  return { businessCode, roundtable };
+}
+
+function consumerBaseUrl(): string {
+  const value = import.meta.env.VITE_AIPI_CONSUMER_URL;
+  return typeof value === "string" ? value.replace(/\/+$/, "") : "";
+}
+
+/** 拉取任务详情；缺少 consumer 地址 / 返回不合法时返回 null。 */
+export async function fetchCopTaskDetail(taskId: string): Promise<CopTaskDetail | null> {
+  const base = consumerBaseUrl();
+  if (!base || !taskId) return null;
+  // service 拦截器已统一注入 `Authorization: Bearer admin` 并返回 response.data（整包 body）。
+  const body = await requestCrudService.get(`${base}/taskAnalyseSearch/cop-task-detail`, { taskId });
+  const data = body && typeof body === "object" ? (body as { data?: unknown }).data : null;
+  if (!data || typeof data !== "object") return null;
+  const d = data as Record<string, unknown>;
+  return {
+    id: (d.id as string | number | null) ?? null,
+    overview: typeof d.overview === "string" ? d.overview : "",
+    taskDirection: typeof d.taskDirection === "string" ? d.taskDirection : "",
+    taskName: typeof d.taskName === "string" ? d.taskName : "",
+    taskContent: typeof d.taskContent === "string" ? d.taskContent : "",
+  };
+}
+
+/** 把任务详情整包暂存到 sessionStorage（隐私模式/quota 异常时静默失败）。 */
+export function persistCopTaskDetail(detail: CopTaskDetail): void {
+  try {
+    sessionStorage.setItem(COP_TASK_DETAIL_STORAGE_KEY, JSON.stringify(detail));
+  } catch {
+    /* noop */
+  }
+}
+
+/** 读取暂存的任务详情。 */
+export function readCopTaskDetail(): CopTaskDetail | null {
+  try {
+    const raw = sessionStorage.getItem(COP_TASK_DETAIL_STORAGE_KEY);
+    return raw ? (JSON.parse(raw) as CopTaskDetail) : null;
+  } catch {
+    return null;
+  }
+}
+
+export interface TaskDeeplinkTarget {
+  path: string;
+  /** react-router navigate 的 state（多智能体会商用 roundtablePrefill）。 */
+  state?: Record<string, unknown>;
+}
+
+/** 用 taskName / taskContent 拼出开场信息文本。 */
+function buildOpeningText(detail: CopTaskDetail): string {
+  return [
+    detail.taskName ? `任务名称：${detail.taskName}` : "",
+    detail.taskContent ? `任务内容：${detail.taskContent}` : "",
+  ]
+    .filter(Boolean)
+    .join("\n");
+}
+
+/**
+ * 据 goPath + 任务详情解析跳转目标。
+ *   - 多智能体会商：返回带 ``roundtablePrefill``（businessCode 让会商页自动选用配置的业务链条）的 state。
+ *   - 单智能体问答：解析「配置管理」里该业务配置的智能体；把开场信息写入
+ *     ``sessionStorage.pendingAgentMessage``（AgentChatPage 自动发出）。
+ * 无法识别 goPath / 未配置智能体时返回 null（调用方回退到默认首页）。
+ */
+export async function resolveTaskDeeplinkTarget(
+  goPath: string,
+  detail: CopTaskDetail,
+): Promise<TaskDeeplinkTarget | null> {
+  const parsed = parseGoPath(goPath);
+  if (!parsed) return null;
+  const taskBase = BUSINESS_TASK_BASE[parsed.businessCode];
+  if (!taskBase) return null;
+
+  if (parsed.roundtable) {
+    // 多智能体会商：嵌进对应业务的「任务管理」布局；businessCode 让会商页自动选用配置的业务链条。
+    return {
+      path: `${taskBase}/roundtable`,
+      state: {
+        roundtablePrefill: {
+          taskTitle: detail.taskName,
+          taskGoal: detail.taskContent,
+          businessCode: parsed.businessCode,
+          autoStart: true,
+        },
+      },
+    };
+  }
+
+  let agentId: string | null = null;
+  try {
+    const mappings = await listBusinessMappings();
+    agentId = mappings.find((m) => m.businessCode === parsed.businessCode)?.agentId ?? null;
+  } catch {
+    agentId = null;
+  }
+  if (!agentId) return null;
+
+  try {
+    sessionStorage.setItem(
+      "pendingAgentMessage",
+      JSON.stringify({ agentId, text: buildOpeningText(detail) }),
+    );
+  } catch {
+    /* noop */
+  }
+  // 单智能体问答：同样嵌进对应业务的「任务管理」布局。
+  return { path: `${taskBase}/agent/${agentId}/chats/new` };
+}

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 {
@@ -114,12 +147,25 @@ export interface BatchIngestPayload {
   include_sources?: boolean;
   skip_existing?: boolean;
   mode?: "summary" | "full";
+  /**
+   * When true (default), the backend runs the per-thread extraction loop in a
+   * background task and returns immediately (`queued:true`) instead of blocking
+   * the request until every thread is processed — which otherwise outlives the
+   * nginx gateway timeout and surfaces as a generic "request failed".
+   */
+  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 results under (slash-joined path). */
+  folder?: string | null;
 }
 
 export interface BatchIngestResult {
   ok: boolean;
+  /** True when the backend queued the batch as a background task (see payload). */
+  queued?: boolean;
   processed: number;
   created: number;
   skipped: number;

frontend-web/src/core/page-layout/sidebar-menu.ts

@@ -13,6 +13,7 @@ import {
   BookOpen,
   Bot,
   Brain,
+  Briefcase,
   CalendarClock,
   CircleHelp,
   ClipboardList,
@@ -52,7 +53,7 @@ export type MenuItem = {
 export const sidebarMenuItems: MenuItem[] = [
   {
     id: "qa-center",
-    label: "问答中心",
+    label: "问答管理",
     icon: HelpCircle,
     children: [
       { id: "general-qa", label: "通用问答", icon: CircleHelp, path: "/page/workspace/chats/new" },
@@ -65,11 +66,11 @@ export const sidebarMenuItems: MenuItem[] = [
       // { id: "expert-qa", label: "专家问答", icon: Brain, path: "/page/strategy/qa/expert-qa" },
       {
         id: "qa-zzjc",
-        label: "zzJC支持",
+        label: "JC支持",
         icon: Bot,
-        path: "/page/strategy/agents/6bf/chats/new",
+        path: "/page/strategy/qa/zzjc",
       },
-      { id: "qa-zzxd", label: "zzXD应用", icon: Layout, path: "/page/strategy/agents/10d69686718349688e58a8790cb61024/chats/new", },
+      { id: "qa-zzxd", label: "XD应用", icon: Layout, path: "/page/strategy/qa/zzxd" },
       { id: "qa-research", label: "课题研究", icon: FileText, path: "/page/canvas/ai-writing" },
     ],
   },
@@ -102,24 +103,24 @@ export const sidebarMenuItems: MenuItem[] = [
         label: "COH中任务",
         icon: Activity,
         children: [
-          {
-            id: "coh-task-3qfx",
-            label: "3QFX",
-            icon: ListTodo,
-            path: "/page/strategy/task-management/plan-task-sentiment",
-          },
-          {
-            id: "coh-task-fx",
-            label: "任务FX",
-            icon: ListTodo,
-            path: "/page/strategy/task-management/plan-task/plan-task-fx",
-          },
-          {
-            id: "coh-task-xdfx",
-            label: "XDFX",
-            icon: ListTodo,
-            path: "/page/strategy/task-management/plan-task/plan-task-action",
-          },
+          // {
+          //   id: "coh-task-3qfx",
+          //   label: "3QFX",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/plan-task-sentiment",
+          // },
+          // {
+          //   id: "coh-task-fx",
+          //   label: "任务FX",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/plan-task/plan-task-fx",
+          // },
+          // {
+          //   id: "coh-task-xdfx",
+          //   label: "XDFX",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/plan-task/plan-task-action",
+          // },
         ],
       },
       {
@@ -241,6 +242,13 @@ export const sidebarMenuItems: MenuItem[] = [
         path: "/page/strategy/admin/users",
         adminOnly: true,
       },
+      {
+        id: "mgmt-positions",
+        label: "岗位管理",
+        icon: Briefcase,
+        path: "/page/strategy/admin/positions",
+        adminOnly: true,
+      },
       {
         id: "mgmt-admin-scheduled-tasks",
         label: "定时任务管理",

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

@@ -0,0 +1,130 @@
+import { apiFetch } from "@/core/api";
+import { getBackendBaseURL } from "@/core/config";
+
+import type {
+  Position,
+  PositionCreateInput,
+  PositionListResponse,
+  PositionMember,
+  PositionUpdateInput,
+  PositionUser,
+  TagBindings,
+  TagBindingsResponse,
+} from "./types";
+
+async function parseDetail(res: Response, fallback: string): Promise<Error> {
+  const data = (await res.json().catch(() => ({}))) as { detail?: unknown };
+  const detail = typeof data.detail === "string" && data.detail ? data.detail : null;
+  return new Error(detail ?? `${fallback} (HTTP ${res.status})`);
+}
+
+const base = () => `${getBackendBaseURL()}/api/positions`;
+
+export async function listPositions(): Promise<Position[]> {
+  const res = await apiFetch(base());
+  if (!res.ok) throw await parseDetail(res, "Failed to list positions");
+  const data = (await res.json()) as PositionListResponse;
+  return data.positions;
+}
+
+export async function createPosition(input: PositionCreateInput): Promise<Position> {
+  const res = await apiFetch(base(), {
+    method: "POST",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify(input),
+  });
+  if (!res.ok) throw await parseDetail(res, "Failed to create position");
+  return (await res.json()) as Position;
+}
+
+export async function updatePosition(id: string, input: PositionUpdateInput): Promise<Position> {
+  const res = await apiFetch(`${base()}/${encodeURIComponent(id)}`, {
+    method: "PUT",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify(input),
+  });
+  if (!res.ok) throw await parseDetail(res, "Failed to update position");
+  return (await res.json()) as Position;
+}
+
+export async function deletePosition(id: string): Promise<void> {
+  const res = await apiFetch(`${base()}/${encodeURIComponent(id)}`, { method: "DELETE" });
+  if (!res.ok) throw await parseDetail(res, "Failed to delete position");
+}
+
+export async function getTagBindings(positionId: string): Promise<TagBindings> {
+  const res = await apiFetch(`${base()}/${encodeURIComponent(positionId)}/tag-bindings`);
+  if (!res.ok) throw await parseDetail(res, "Failed to load tag bindings");
+  const data = (await res.json()) as TagBindingsResponse;
+  return data.bindings;
+}
+
+export async function setTagBindings(positionId: string, bindings: TagBindings): Promise<TagBindings> {
+  const res = await apiFetch(`${base()}/${encodeURIComponent(positionId)}/tag-bindings`, {
+    method: "PUT",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify({ bindings }),
+  });
+  if (!res.ok) throw await parseDetail(res, "Failed to save tag bindings");
+  const data = (await res.json()) as TagBindingsResponse;
+  return data.bindings;
+}
+
+export async function listMembers(positionId: string): Promise<PositionMember[]> {
+  const res = await apiFetch(`${base()}/${encodeURIComponent(positionId)}/members`);
+  if (!res.ok) throw await parseDetail(res, "Failed to list members");
+  const data = (await res.json()) as { members: PositionMember[] };
+  return data.members;
+}
+
+export async function addMembers(positionId: string, userIds: string[]): Promise<PositionMember[]> {
+  const res = await apiFetch(`${base()}/${encodeURIComponent(positionId)}/members`, {
+    method: "POST",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify({ user_ids: userIds }),
+  });
+  if (!res.ok) throw await parseDetail(res, "Failed to add members");
+  const data = (await res.json()) as { members: PositionMember[] };
+  return data.members;
+}
+
+export async function removeMembers(positionId: string, userIds: string[]): Promise<PositionMember[]> {
+  const res = await apiFetch(`${base()}/${encodeURIComponent(positionId)}/members`, {
+    method: "DELETE",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify({ user_ids: userIds }),
+  });
+  if (!res.ok) throw await parseDetail(res, "Failed to remove members");
+  const data = (await res.json()) as { members: PositionMember[] };
+  return data.members;
+}
+
+export async function resyncPosition(positionId: string): Promise<number> {
+  const res = await apiFetch(`${base()}/${encodeURIComponent(positionId)}/resync`, { method: "POST" });
+  if (!res.ok) throw await parseDetail(res, "Failed to resync position");
+  const data = (await res.json()) as { synced: 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");
+  const data = (await res.json()) as { users: PositionUser[] };
+  return data.users;
+}
+
+export async function setUserPosition(userId: string, positionId: string | null): Promise<void> {
+  const res = await apiFetch(`${base()}/users/${encodeURIComponent(userId)}`, {
+    method: "PUT",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify({ position_id: positionId }),
+  });
+  if (!res.ok) throw await parseDetail(res, "Failed to set user position");
+}

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

@@ -0,0 +1,131 @@
+import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+
+import {
+  addMembers,
+  createPosition,
+  deletePosition,
+  getMyPosition,
+  getTagBindings,
+  listMembers,
+  listPositionUsers,
+  listPositions,
+  removeMembers,
+  resyncPosition,
+  setTagBindings,
+  setUserPosition,
+  updatePosition,
+} from "./api";
+import type {
+  PositionCreateInput,
+  PositionUpdateInput,
+  TagBindings,
+} from "./types";
+
+const positionKeys = {
+  root: ["positions"] as const,
+  list: ["positions", "list"] as const,
+  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 });
+}
+
+export function usePositionTagBindings(positionId: string | null) {
+  return useQuery({
+    queryKey: positionKeys.bindings(positionId ?? ""),
+    queryFn: () => getTagBindings(positionId as string),
+    enabled: !!positionId,
+  });
+}
+
+export function usePositionMembers(positionId: string | null) {
+  return useQuery({
+    queryKey: positionKeys.members(positionId ?? ""),
+    queryFn: () => listMembers(positionId as string),
+    enabled: !!positionId,
+  });
+}
+
+function useInvalidate() {
+  const qc = useQueryClient();
+  return () => void qc.invalidateQueries({ queryKey: positionKeys.root });
+}
+
+export function useCreatePosition() {
+  const invalidate = useInvalidate();
+  return useMutation({
+    mutationFn: (input: PositionCreateInput) => createPosition(input),
+    onSuccess: invalidate,
+  });
+}
+
+export function useUpdatePosition() {
+  const invalidate = useInvalidate();
+  return useMutation({
+    mutationFn: ({ id, input }: { id: string; input: PositionUpdateInput }) => updatePosition(id, input),
+    onSuccess: invalidate,
+  });
+}
+
+export function useDeletePosition() {
+  const invalidate = useInvalidate();
+  return useMutation({
+    mutationFn: (id: string) => deletePosition(id),
+    onSuccess: invalidate,
+  });
+}
+
+export function useSetTagBindings() {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: ({ positionId, bindings }: { positionId: string; bindings: TagBindings }) =>
+      setTagBindings(positionId, bindings),
+    onSuccess: (_data, { positionId }) => {
+      void qc.invalidateQueries({ queryKey: positionKeys.bindings(positionId) });
+    },
+  });
+}
+
+export function useAddMembers() {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: ({ positionId, userIds }: { positionId: string; userIds: string[] }) =>
+      addMembers(positionId, userIds),
+    onSuccess: () => void qc.invalidateQueries({ queryKey: positionKeys.root }),
+  });
+}
+
+export function useRemoveMembers() {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: ({ positionId, userIds }: { positionId: string; userIds: string[] }) =>
+      removeMembers(positionId, userIds),
+    onSuccess: () => void qc.invalidateQueries({ queryKey: positionKeys.root }),
+  });
+}
+
+export function useResyncPosition() {
+  return useMutation({ mutationFn: (positionId: string) => resyncPosition(positionId) });
+}
+
+export function useSetUserPosition() {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: ({ userId, positionId }: { userId: string; positionId: string | null }) =>
+      setUserPosition(userId, positionId),
+    onSuccess: () => void qc.invalidateQueries({ queryKey: positionKeys.root }),
+  });
+}

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

@@ -0,0 +1,3 @@
+export * from "./types";
+export * from "./api";
+export * from "./hooks";

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

@@ -0,0 +1,82 @@
+import type { TagType } from "@/core/tags/types";
+
+/** Resource types a 岗位 (position) can grant, by tag. */
+export type PositionResourceType =
+  | "agent"
+  | "skill"
+  | "scheduled_task"
+  | "recommended_question";
+
+export const POSITION_RESOURCE_TYPES: PositionResourceType[] = [
+  "agent",
+  "skill",
+  "scheduled_task",
+  "recommended_question",
+];
+
+// A position's resource types are exactly the tag types — reuse the labels.
+export const POSITION_RESOURCE_LABELS: Record<PositionResourceType, string> = {
+  agent: "智能体",
+  skill: "技能",
+  scheduled_task: "定时任务",
+  recommended_question: "推荐问题",
+};
+
+export const POSITION_RESOURCE_HINT: Record<PositionResourceType, string> = {
+  agent: "不配置标签 = 默认加载全部内置智能体；配置后只加载所选标签下的智能体。",
+  skill: "不配置标签 = 不向「我的技能」添加任何技能；配置后将所选标签下的技能加入成员的「我的技能」（技能广场仍展示全部技能）。",
+  scheduled_task: "不配置标签 = 不订阅任何定时任务；配置后订阅所选标签下的定时任务。",
+  recommended_question: "不配置标签 = 展示全部推荐问题；配置后只展示所选标签下的推荐问题（聊天框上方的推荐问题）。",
+};
+
+export interface Position {
+  id: string;
+  name: string;
+  description: string;
+  is_default: boolean;
+  member_count: number;
+  created_at: string | null;
+  updated_at: string | null;
+}
+
+export interface PositionListResponse {
+  positions: Position[];
+  resource_types: PositionResourceType[];
+}
+
+export interface PositionCreateInput {
+  name: string;
+  description?: string;
+  is_default?: boolean;
+}
+
+export interface PositionUpdateInput {
+  name?: string;
+  description?: string;
+  is_default?: boolean;
+}
+
+/** resource_type -> [tag_id] */
+export type TagBindings = Partial<Record<PositionResourceType, string[]>>;
+
+export interface TagBindingsResponse {
+  position_id: string;
+  bindings: TagBindings;
+}
+
+export interface PositionMember {
+  id: string;
+  email: string;
+}
+
+export interface PositionUser {
+  id: string;
+  email: string;
+  system_role: string;
+  position_id: string | null;
+}
+
+// The resource types double as tag types for the binding pickers.
+export function resourceTypeToTagType(rt: PositionResourceType): TagType {
+  return rt as TagType;
+}

frontend-web/src/core/recommended-questions/api.ts

@@ -9,8 +9,10 @@ import type {
 
 const BASE = () => `${getBackendBaseURL()}/api/recommended-questions`;
 
-export async function listRecommendedQuestions(): Promise<RecommendedQuestion[]> {
-  const res = await apiFetch(BASE());
+export async function listRecommendedQuestions(all = false): Promise<RecommendedQuestion[]> {
+  // ``all=true`` is the admin management view: every question, unfiltered by the
+  // caller's 岗位 (position). The chat input uses the default (filtered) view.
+  const res = await apiFetch(`${BASE()}${all ? "?all=1" : ""}`);
   if (!res.ok) throw new Error(`Failed to load questions: ${res.statusText}`);
   const data = (await res.json()) as { questions: RecommendedQuestion[] };
   return data.questions;

frontend-web/src/core/recommended-questions/hooks.ts

@@ -10,11 +10,21 @@ import {
 import type { CreateQuestionRequest, UpdateQuestionRequest } from "./index";
 
 const QK = ["recommended-questions"] as const;
+const ADMIN_QK = ["recommended-questions", "admin"] as const;
 
 export function useRecommendedQuestions() {
   const { data, isLoading, error } = useQuery({
     queryKey: QK,
-    queryFn: listRecommendedQuestions,
+    queryFn: () => listRecommendedQuestions(false),
+  });
+  return { questions: data ?? [], isLoading, error };
+}
+
+/** Admin management view — every question, unfiltered by 岗位. */
+export function useAdminRecommendedQuestions() {
+  const { data, isLoading, error } = useQuery({
+    queryKey: ADMIN_QK,
+    queryFn: () => listRecommendedQuestions(true),
   });
   return { questions: data ?? [], isLoading, error };
 }

frontend-web/src/core/recommended-questions/index.ts

@@ -1,8 +1,12 @@
+import type { Tag } from "@/core/tags";
+
 export interface RecommendedQuestion {
   id: string;
   title: string;
   content: string;
   sort_order: number;
+  /** Tags assigned to this question (按岗位分发标签). */
+  tags?: Tag[];
   created_at?: string;
   updated_at?: string;
 }

frontend-web/src/core/settings/local.ts

@@ -7,6 +7,7 @@ export const DEFAULT_LOCAL_SETTINGS: LocalSettings = {
   display: {
     streamSpeedMeterEnabled: true,
     ragModeEnabled: false,
+    contextCompressionEnabled: false,
     citationCleanupWords: [],
     fontScale: 1,
   },
@@ -43,6 +44,12 @@ export interface LocalSettings {
      * messages render tool results with the legacy generic search UI only.
      */
     ragModeEnabled: boolean;
+    /**
+     * Per-user switch for context compression (上下文压缩). When enabled, long
+     * conversations are summarized transiently before the model call to save
+     * tokens. Default off; toggled from the chat input box (below 参考文献).
+     */
+    contextCompressionEnabled: boolean;
     /**
      * Admin-maintained words or short phrases removed from reference snippets
      * and dialogs, one entry per line in the settings UI.

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

@@ -9,6 +9,8 @@ export interface ListSkillsParams {
   sort?: "time_desc" | "time_asc" | "activity_desc" | "activity_asc" | "usage_desc" | "usage_asc" | "name_asc" | "name_desc";
   /** Keep only skills filed under this publish square (发布广场). */
   square?: string;
+  /** ``"mine"`` restricts to the skills the caller's 岗位 (position) makes visible. */
+  scope?: "mine";
 }
 
 export async function loadSkills(params: ListSkillsParams = {}) {
@@ -17,6 +19,7 @@ export async function loadSkills(params: ListSkillsParams = {}) {
   for (const id of params.tagIds ?? []) qs.append("tag_ids", id);
   if (params.sort) qs.set("sort", params.sort);
   if (params.square) qs.set("square", params.square);
+  if (params.scope) qs.set("scope", params.scope);
   const query = qs.toString();
   const skills = await apiFetch(
     `${getBackendBaseURL()}/api/skills${query ? `?${query}` : ""}`,
@@ -62,6 +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,
@@ -42,9 +43,10 @@ export function useSkills(params: ListSkillsParams = {}) {
   const search = params.search ?? "";
   const tagIds = params.tagIds ?? [];
   const sort = params.sort ?? "time_desc";
+  const scope = params.scope;
   const { data, isLoading, error } = useQuery({
-    queryKey: ["skills", search, [...tagIds].sort(), sort],
-    queryFn: () => loadSkills({ search, tagIds, sort }),
+    queryKey: ["skills", search, [...tagIds].sort(), sort, scope ?? "all"],
+    queryFn: () => loadSkills({ search, tagIds, sort, scope }),
     placeholderData: keepPreviousData,
   });
   return { skills: data ?? EMPTY_SKILLS, isLoading, error };
@@ -170,6 +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;
@@ -58,6 +61,9 @@ export interface Skill {
   /** Publish square (发布广场) the skill is filed under once published. "" = default square. */
   square_id?: string;
   builtin?: boolean;
+  // True when this skill is in the caller's 我的技能 collection — e.g. granted by
+  // their 岗位 (position). Owned skills are detected separately via owner_user_id.
+  favorited?: boolean;
   // Long-form detail/introduction authored by the skill owner or an admin.
   // Distinct from ``description`` (parsed from SKILL.md); supports Markdown.
   detail?: string | null;

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

@@ -247,6 +247,89 @@ 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;
+}
+
+/** 「按类型聚合」模块（zzJC / zzXD）选中的智能体标签配置（需求 0616 #3/#4）。 */
+export interface AgentModuleConfig {
+  key: string;
+  tag_ids: string[];
+}
+
+export async function loadAgentModuleConfig(
+  key: string,
+): Promise<AgentModuleConfig> {
+  const response = await apiFetch(
+    `${getBackendBaseURL()}/api/system-settings/agent-modules/${encodeURIComponent(key)}`,
+  );
+  if (!response.ok) {
+    throw new Error(`Failed to load agent module config: ${response.status}`);
+  }
+  return (await response.json()) as AgentModuleConfig;
+}
+
+export async function updateAgentModuleConfig(
+  key: string,
+  tagIds: string[],
+): Promise<AgentModuleConfig> {
+  const response = await apiFetch(
+    `${getBackendBaseURL()}/api/system-settings/agent-modules/${encodeURIComponent(key)}`,
+    {
+      method: "PUT",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ tag_ids: tagIds }),
+    },
+  );
+  if (!response.ok) {
+    const detail = await response
+      .json()
+      .catch(() => ({ detail: "Failed to update agent module config" }));
+    throw new Error(detail.detail ?? "Failed to update agent module config");
+  }
+  return (await response.json()) as AgentModuleConfig;
+}
+
 export interface LogSystemSettings {
   enabled: boolean;
   url: string;

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

@@ -3,24 +3,29 @@ import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { useLocalSettings } from "@/core/settings";
 
 import {
+  loadAgentModuleConfig,
   loadAppearanceSettings,
   loadCitationDisplaySettings,
   loadLeaderboardSettings,
   loadPrivateSquareStatus,
   loadPromptPrefixSettings,
   loadPublishSquares,
+  loadSkillCompressionSettings,
+  updateAgentModuleConfig,
   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 +36,7 @@ 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({
@@ -165,6 +171,29 @@ export function useLayoutMode(): [
   return [mode, setMode];
 }
 
+/** 「按类型聚合」模块（zzJC / zzXD）选中标签配置（需求 0616 #3/#4）。 */
+const agentModuleKey = (key: string) =>
+  ["systemSettings", "agentModule", key] as const;
+
+export function useAgentModuleConfig(key: string) {
+  return useQuery({
+    queryKey: agentModuleKey(key),
+    queryFn: () => loadAgentModuleConfig(key),
+    staleTime: 60_000,
+    refetchOnWindowFocus: false,
+  });
+}
+
+export function useUpdateAgentModuleConfig(key: string) {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (tagIds: string[]) => updateAgentModuleConfig(key, tagIds),
+    onSuccess: (data) => {
+      queryClient.setQueryData(agentModuleKey(key), data);
+    },
+  });
+}
+
 export function useCitationDisplaySettings() {
   return useQuery({
     queryKey: CITATION_DISPLAY_KEY,
@@ -186,6 +215,29 @@ 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/core/tags/hooks.ts

@@ -83,6 +83,7 @@ export function useSetResourceTags() {
       void queryClient.invalidateQueries({ queryKey: ["skills"] });
       void queryClient.invalidateQueries({ queryKey: ["agents"] });
       void queryClient.invalidateQueries({ queryKey: ["scheduled-tasks"] });
+      void queryClient.invalidateQueries({ queryKey: ["recommended-questions"] });
     },
   });
 }

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

@@ -1,6 +1,23 @@
-export type TagType = "agent" | "skill" | "scheduled_task";
+export type TagType =
+  | "agent"
+  | "skill"
+  | "scheduled_task"
+  | "recommended_question";
 
-export const TAG_TYPES: TagType[] = ["agent", "skill", "scheduled_task"];
+export const TAG_TYPES: TagType[] = [
+  "agent",
+  "skill",
+  "scheduled_task",
+  "recommended_question",
+];
+
+// Human labels for the tag types (used by the tag management + 岗位 pages).
+export const TAG_TYPE_LABELS: Record<TagType, string> = {
+  agent: "智能体",
+  skill: "技能",
+  scheduled_task: "定时任务",
+  recommended_question: "推荐问题",
+};
 
 export interface Tag {
   id: string;

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

@@ -343,6 +343,23 @@ export function useThreadStream({
       ) {
         const e = event as { type: "llm_retry"; message: string };
         toast(e.message);
+        return;
+      }
+
+      // Context compression about to run a (blocking) summarization LLM call —
+      // surface a transient hint so the wait before the answer streams isn't a
+      // silent dead air. Emitted by DeerFlowSummarizationMiddleware.
+      if (
+        typeof event === "object" &&
+        event !== null &&
+        "type" in event &&
+        event.type === "context_compacting" &&
+        "message" in event &&
+        typeof event.message === "string" &&
+        event.message.trim()
+      ) {
+        const e = event as { type: "context_compacting"; message: string };
+        toast(e.message);
       }
     },
     onError(error) {
@@ -647,6 +664,9 @@ export function useThreadStream({
           lockThreadRagMode(threadId);
         }
 
+        const contextCompressionEnabled =
+          localSettings.display.contextCompressionEnabled ?? false;
+
         const mergedContext = {
           ...context,
           ...extraContext,
@@ -698,6 +718,7 @@ export function useThreadStream({
               memory_injection_enabled:
                 mergedContext.memory_injection_enabled ?? true,
               rag_mode_enabled: ragModeEnabled,
+              summarization_enabled: contextCompressionEnabled,
               thread_id: threadId,
             },
           },

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

@@ -20,6 +20,8 @@ export interface AgentThreadContext extends Record<string, unknown> {
   writing_artifact_path?: string;
   memory_injection_enabled?: boolean;
   rag_mode_enabled?: boolean;
+  /** Per-request switch for context compression (上下文压缩). Default off. */
+  summarization_enabled?: boolean;
   /** Per-conversation switch for knowledge-base RAG injection (phase 2). */
   knowledge_rag_enabled?: boolean;
   agent_id?: string;

frontend-web/src/core/utils/datetime.ts

@@ -25,3 +25,18 @@ export function formatTimeAgo(date: Date | string | number, locale?: Locale) {
     locale: getDateFnsLocale(effectiveLocale),
   });
 }
+
+/**
+ * Format a created/updated timestamp as `YYYY-MM-DD HH:mm`.
+ * Returns an empty string for missing or unparseable values.
+ */
+export function formatDateTime(value?: Date | string | number | null): string {
+  if (value === null || value === undefined || value === "") return "";
+  const date = value instanceof Date ? value : new Date(value);
+  if (Number.isNaN(date.getTime())) return "";
+  const pad = (n: number) => String(n).padStart(2, "0");
+  return (
+    `${date.getFullYear()}-${pad(date.getMonth() + 1)}-${pad(date.getDate())} ` +
+    `${pad(date.getHours())}:${pad(date.getMinutes())}`
+  );
+}

frontend-web/src/core/utils/markdown.ts

@@ -100,9 +100,20 @@ function candidateTextFromHref(href: string): string {
 
 /**
  * Injects a small runtime script into generated HTML so that clicking an
- * in-page anchor (`<a href="#section">`) scrolls within the iframe instead of
- * navigating it. The preview iframe loads from a sandboxed `blob:` URL, where a
- * fragment navigation blanks the frame; intercepting the click avoids that.
+ * in-page anchor (`<a href="#section">`) works inside the preview iframe.
+ *
+ * The preview loads from a sandboxed `blob:` URL (opaque origin). Such a frame
+ * is FORBIDDEN from navigating to its own `blob:` URL, so changing the hash
+ * throws "Not allowed to load local resource: blob:…#page-x". And because CSS
+ * `:target` only updates on a real fragment navigation, the html-multipage
+ * skill's `:target`-based sub-page switching can never fire here.
+ *
+ * So we never touch the hash. Instead the handler emulates the skill's
+ * show/hide in JS: a "page" is a `.page` inside a `.pages` container; clicking
+ * a link to one shows it and hides its siblings (mirroring the
+ * `.page:target` + `~ #page-home` rules via inline `display`, which outranks
+ * the skill's class-level CSS). Plain in-page anchors (TOC headings, etc.) just
+ * smooth-scroll as before.
  */
 export function injectInPageAnchorHandler(html: string): string {
   const script = `<script>(function(){
@@ -112,6 +123,22 @@ export function injectInPageAnchorHandler(html: string): string {
     var esc=window.CSS&&CSS.escape?CSS.escape(id):id.replace(/["\\\\]/g,"\\\\$&");
     try{return document.querySelector("#"+esc+",[name=\\""+esc+"\\"]");}catch(e){return null;}
   }
+  function find(raw){
+    var id=decode(raw);
+    return document.getElementById(id)||document.getElementById(raw)||
+      document.getElementsByName(id)[0]||document.getElementsByName(raw)[0]||
+      bySelector(id)||bySelector(raw);
+  }
+  function switchPage(target){
+    var container=target.parentElement;
+    while(container&&!(container.classList&&container.classList.contains("pages"))){container=container.parentElement;}
+    var pages=(container||document).querySelectorAll(".page");
+    if(!pages.length)return false;
+    for(var i=0;i<pages.length;i++){pages[i].style.display="none";}
+    target.style.display="block";
+    if(window.scrollTo){window.scrollTo(0,0);}
+    return true;
+  }
   document.addEventListener("click",function(e){
     var el=e.target;
     while(el&&el.tagName!=="A"){el=el.parentElement;}
@@ -119,16 +146,10 @@ export function injectInPageAnchorHandler(html: string): string {
     var href=el.getAttribute("href");
     if(!href||href.charAt(0)!=="#"||href.length<2)return;
     e.preventDefault();
-    var id=decode(href.slice(1));
-    var raw=href.slice(1);
-    var target=
-      document.getElementById(id)||
-      document.getElementById(raw)||
-      document.getElementsByName(id)[0]||
-      document.getElementsByName(raw)[0]||
-      bySelector(id)||
-      bySelector(raw);
-    if(target){target.scrollIntoView({behavior:"smooth",block:"start"});}
+    var target=find(href.slice(1));
+    if(!target)return;
+    if(target.classList&&target.classList.contains("page")&&switchPage(target))return;
+    target.scrollIntoView({behavior:"smooth",block:"start"});
   },true);
 })();</script>`;
   if (/<\/body>/i.test(html)) {

frontend-web/src/lib/desensitize.ts

@@ -4,6 +4,9 @@
  * value: 脱敏后替换词
  */
 export const DESENSITIZE_MAP: Record<string, string> = {
+  方案: "FA",
+  设计: "SJ",
+  任务: "RW", 
   态势: "TS",
   滨海作战体系: "第一张网",
   滨海作战部队: "第一张网",
@@ -72,6 +75,26 @@ export function desensitize(text: string): string {
   return text.replace(_regex, (matched) => DESENSITIZE_MAP[matched] ?? matched);
 }
 
+/**
+ * 深度脱敏：递归遍历对象 / 数组，对其中所有字符串值做 {@link desensitize}，
+ * 其余类型原样保留。返回**新值**（不修改入参），用于对结构化数据（如大屏 report-json
+ * 解析出的对象）整体脱敏后再渲染。
+ *
+ * 注意：仅用于「展示」路径——不要用它改写要回传后端 / 落库的数据。
+ */
+export function desensitizeDeep<T>(value: T): T {
+  if (typeof value === "string") return desensitize(value) as unknown as T;
+  if (Array.isArray(value)) return value.map((v) => desensitizeDeep(v)) as unknown as T;
+  if (value && typeof value === "object") {
+    const out: Record<string, unknown> = {};
+    for (const [k, v] of Object.entries(value as Record<string, unknown>)) {
+      out[k] = desensitizeDeep(v);
+    }
+    return out as T;
+  }
+  return value;
+}
+
 /**
  * 运行时动态追加脱敏词，追加后自动重编译正则。
  *

frontend-web/src/open-canvas/api/ai-writing-research-templates.ts

@@ -0,0 +1,75 @@
+import { getBackendBaseURL } from '@/core/config';
+import { apiFetch } from '@/core/api';
+
+/** 课题研究模板：一组写作表单预设（需求 0616 #5）。 */
+export interface ResearchTemplate {
+  id: string;
+  name: string;
+  description: string | null;
+  /** 引用的文章类型 key（对应 ArticleType.key）；null = 不设。 */
+  article_type_key: string | null;
+  outline: string | null;
+  material_source: 'general' | 'notebook';
+  word_count: number;
+  audience: string | null;
+  strict_mode: boolean;
+  topic: string | null;
+  sort_order: number;
+  created_at: string;
+  updated_at: string;
+}
+
+export interface CreateResearchTemplateRequest {
+  name: string;
+  description?: string | null;
+  article_type_key?: string | null;
+  outline?: string | null;
+  material_source?: 'general' | 'notebook';
+  word_count?: number;
+  audience?: string | null;
+  strict_mode?: boolean;
+  topic?: string | null;
+  sort_order?: number;
+}
+
+export type UpdateResearchTemplateRequest = Partial<CreateResearchTemplateRequest>;
+
+const BASE = () => `${getBackendBaseURL()}/api/ai-writing/research-templates`;
+
+export async function listResearchTemplates(): Promise<ResearchTemplate[]> {
+  const resp = await apiFetch(BASE());
+  if (!resp.ok) throw new Error(`获取研究模板失败: ${resp.status}`);
+  return resp.json();
+}
+
+export async function createResearchTemplate(
+  data: CreateResearchTemplateRequest,
+): Promise<ResearchTemplate> {
+  const resp = await apiFetch(BASE(), {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(data),
+  });
+  if (!resp.ok) throw new Error(`创建研究模板失败: ${resp.status}`);
+  return resp.json();
+}
+
+export async function updateResearchTemplate(
+  id: string,
+  data: UpdateResearchTemplateRequest,
+): Promise<ResearchTemplate> {
+  const resp = await apiFetch(`${BASE()}/${id}`, {
+    method: 'PATCH',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(data),
+  });
+  if (resp.status === 404) throw new Error(`研究模板不存在`);
+  if (!resp.ok) throw new Error(`更新研究模板失败: ${resp.status}`);
+  return resp.json();
+}
+
+export async function deleteResearchTemplate(id: string): Promise<void> {
+  const resp = await apiFetch(`${BASE()}/${id}`, { method: 'DELETE' });
+  if (resp.status === 404) throw new Error(`研究模板不存在`);
+  if (!resp.ok) throw new Error(`删除研究模板失败: ${resp.status}`);
+}

frontend-web/src/open-canvas/components/ai-writing/AIWritingForm.tsx

@@ -1,4 +1,4 @@
-import { useEffect, useMemo, useState } from 'react';
+import { useEffect, useMemo } from 'react';
 import { PenLine, SlidersHorizontal } from 'lucide-react';
 
 import { Button } from '@/components/ui/button';
@@ -55,8 +55,6 @@ export function AIWritingForm({
   onSubmit,
   disabled,
   hideAdvancedFields = false,
-  initialNotebookId,
-  initialDocumentIds,
   studioToken,
 }: AIWritingFormProps) {
   const {
@@ -68,13 +66,12 @@ export function AIWritingForm({
     wordCountInput, setWordCountInput,
     strictMode, setStrictMode,
     materialSource, setMaterialSource,
+    // 笔记来源（search_space_id + document_id 列表）已上提到 WritingFormContext，
+    // 以便左栏「笔记本」点击可直接设为素材来源（需求 0616 #5）。
+    selectedNotebookId, setSelectedNotebookId,
+    selectedDocumentIds, setSelectedDocumentIds,
     modelName, setModelName,
   } = useWritingForm();
-  // 笔记来源：选中的 search_space_id 和多个 document_id
-  const [selectedNotebookId, setSelectedNotebookId] = useState<number | null>(
-    initialNotebookId ?? null,
-  );
-  const [selectedDocumentIds, setSelectedDocumentIds] = useState<number[]>(initialDocumentIds ?? []);
 
   const { models, isLoading: modelsLoading } = useModels();
   const { notebooks, isLoading: notebooksLoading } = useStudioNotebooks(!studioToken);
@@ -146,8 +143,10 @@ export function AIWritingForm({
   }
 
   function toggleDocument(docId: number) {
-    setSelectedDocumentIds((prev) =>
-      prev.includes(docId) ? prev.filter((id) => id !== docId) : [...prev, docId],
+    setSelectedDocumentIds(
+      selectedDocumentIds.includes(docId)
+        ? selectedDocumentIds.filter((id) => id !== docId)
+        : [...selectedDocumentIds, docId],
     );
   }
 

frontend-web/src/open-canvas/components/ai-writing/ResearchSidebar.tsx

@@ -0,0 +1,283 @@
+"use client";
+
+import { BookOpen, FileText, LayoutGrid, Loader2, Plus, Settings2 } from "lucide-react";
+import { useEffect, useState } from "react";
+import { useNavigate } from "react-router-dom";
+import { useQueryClient } from "@tanstack/react-query";
+
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { getStoredAuth } from "@/core/auth";
+import { createSearchSpace } from "@/core/studio/api";
+import { useStudioNotebooks } from "@/core/studio/hooks";
+import { cn } from "@/lib/utils";
+
+import { useResearchTemplates } from "../../hooks/useResearchTemplates";
+import type { ResearchTemplate } from "../../api/ai-writing-research-templates";
+import { useWritingForm } from "../../contexts/WritingFormContext";
+import { useAIWriting } from "../../contexts/AIWritingContext";
+
+/**
+ * 课题研究左栏（需求 0616 #5）。
+ *  - 上半「研究模板」= 研究模板实体（``useResearchTemplates``）；点击一键预填整张写作表单
+ *    （文章类型 / 大纲 / 搜索来源 / 字数 / 受众 / 严格模式 / 主题）并展开配置。顶部「配置」
+ *    入口进入模板配置页维护这些模板。
+ *  - 下半「笔记本」= 我的空间（``useStudioNotebooks``）；点击在右侧内嵌打开该笔记本页。
+ */
+export function ResearchSidebar({
+  viewingNotebookId,
+  onOpenNotebook,
+  onOpenAllSpaces,
+}: {
+  /** 当前在右侧查看的笔记本 id（高亮用）。 */
+  viewingNotebookId?: number | null;
+  /** 点击笔记本 → 在右侧内嵌打开该笔记本页（替换右侧内容）。 */
+  onOpenNotebook: (notebookId: number) => void;
+  /** 点击「所有空间」→ 在右侧内嵌打开空间列表页。 */
+  onOpenAllSpaces: () => void;
+}) {
+  const navigate = useNavigate();
+  const { templates, refresh } = useResearchTemplates();
+  const { startWriting } = useAIWriting();
+  const {
+    notebooks,
+    isLoading: notebooksLoading,
+    isError: notebooksError,
+  } = useStudioNotebooks();
+  const {
+    setIntent,
+    setArticleType,
+    setOutlineText,
+    setShowOutline,
+    setMaterialSource,
+    setWordCountInput,
+    setAudience,
+    setStrictMode,
+    setFormExpanded,
+  } = useWritingForm();
+  const queryClient = useQueryClient();
+
+  // 新建空间弹窗（与 workspace-nav-studio 同款）。
+  const [createOpen, setCreateOpen] = useState(false);
+  const [name, setName] = useState("");
+  const [creating, setCreating] = useState(false);
+  const [createError, setCreateError] = useState("");
+
+  useEffect(() => {
+    void refresh();
+  }, [refresh]);
+
+  const handleCreate = async () => {
+    const trimmed = name.trim();
+    if (!trimmed) return;
+    setCreating(true);
+    setCreateError("");
+    try {
+      const email = getStoredAuth()?.email ?? "";
+      const token = queryClient.getQueryData<string>(["studio", "token", email]);
+      if (!token) throw new Error("未登录或 token 已过期，请刷新页面");
+      await createSearchSpace(trimmed, token);
+      setCreateOpen(false);
+      setName("");
+      await queryClient.invalidateQueries({ queryKey: ["studio", "notebooks"] });
+    } catch (e) {
+      setCreateError(e instanceof Error ? e.message : "创建失败");
+    } finally {
+      setCreating(false);
+    }
+  };
+
+  // 点击研究模板 → ①回填整张写作表单（保持写作态左栏显示与运行配置一致）
+  // ②直接以模板预设进入 AI 写作流程（startWriting）。
+  const handleTemplateClick = (tpl: ResearchTemplate) => {
+    const intent = tpl.topic?.trim() ?? "";
+    const articleType = tpl.article_type_key || "analysis";
+    const outline = tpl.outline?.trim() || "";
+    const audience = tpl.audience?.trim() || "普通读者";
+    const wordCount = tpl.word_count > 0 ? tpl.word_count : 800;
+    const writingMode = tpl.strict_mode ? "strict" : "loose";
+
+    // 回填表单上下文（写作态左栏据此展示）。
+    if (intent) setIntent(intent);
+    if (tpl.article_type_key) setArticleType(tpl.article_type_key);
+    if (outline) {
+      setOutlineText(outline);
+      setShowOutline(true);
+    }
+    setMaterialSource(tpl.material_source);
+    setWordCountInput(String(wordCount));
+    if (tpl.audience?.trim()) setAudience(audience);
+    setStrictMode(tpl.strict_mode);
+    setFormExpanded(true);
+
+    // 无主题/意图无法发起写作 → 仅回填表单，由用户补充后手动开始。
+    if (!intent) return;
+    void startWriting({
+      userIntent: intent,
+      userOutline: outline || undefined,
+      articleType,
+      targetAudience: audience,
+      wordCountTarget: wordCount,
+      keywordCount: 1,
+      writingMode,
+      materialSource: tpl.material_source,
+    });
+  };
+
+  return (
+    <aside className="flex h-full w-64 shrink-0 flex-col overflow-hidden border-r border-border/70 bg-card/60 backdrop-blur-sm">
+      {/* 上半：研究模板 */}
+      <div className="flex min-h-0 flex-1 flex-col overflow-y-auto px-2 py-3">
+        <div className="px-2 mb-1.5 flex items-center justify-between">
+          <h2 className="text-muted-foreground/70 text-[10px] font-semibold tracking-[0.12em] uppercase select-none">
+            研究模板
+          </h2>
+          <button
+            type="button"
+            onClick={() => navigate("/page/canvas/research-templates")}
+            title="配置研究模板"
+            aria-label="配置研究模板"
+            className="text-muted-foreground/70 hover:text-foreground rounded p-0.5 transition-colors"
+          >
+            <Settings2 className="size-3.5" />
+          </button>
+        </div>
+        {templates.length === 0 ? (
+          <p className="px-2 py-1.5 text-xs text-muted-foreground/70">
+            暂无研究模板，点右上角配置
+          </p>
+        ) : (
+          <div className="flex flex-col gap-1">
+            {templates.map((tpl) => (
+              <button
+                key={tpl.id}
+                type="button"
+                onClick={() => handleTemplateClick(tpl)}
+                title={tpl.description ?? tpl.name}
+                className="flex items-start gap-2 rounded-lg px-2.5 py-1.5 text-left text-muted-foreground transition-colors hover:bg-sidebar-accent/60 hover:text-foreground"
+              >
+                <FileText className="mt-0.5 size-3.5 shrink-0 text-muted-foreground/70" />
+                <span className="min-w-0">
+                  <span className="block truncate text-[13px] font-medium">{tpl.name}</span>
+                  {tpl.description && (
+                    <span className="text-muted-foreground/70 line-clamp-1 block text-[11px]">
+                      {tpl.description}
+                    </span>
+                  )}
+                </span>
+              </button>
+            ))}
+          </div>
+        )}
+      </div>
+
+      {/* 下半：笔记本（我的空间） */}
+      <div className="flex min-h-0 flex-1 flex-col overflow-y-auto border-t border-border/60 px-2 py-3">
+        <h2 className="text-muted-foreground/70 px-2 mb-1.5 text-[10px] font-semibold tracking-[0.12em] uppercase select-none">
+          笔记本
+        </h2>
+        <div className="flex flex-col gap-0.5">
+          {/* 新建空间 */}
+          <button
+            type="button"
+            onClick={() => {
+              setName("");
+              setCreateError("");
+              setCreateOpen(true);
+            }}
+            className="flex items-center gap-2 rounded-lg px-2.5 py-1.5 text-left text-[13px] text-muted-foreground transition-colors hover:bg-sidebar-accent/60 hover:text-foreground"
+          >
+            <Plus className="size-3.5 shrink-0 text-muted-foreground/70" />
+            <span>新建空间</span>
+          </button>
+
+          {notebooksLoading ? (
+            <p className="px-2 py-1.5 text-xs text-muted-foreground/70">加载中…</p>
+          ) : notebooksError ? (
+            <p className="px-2 py-1.5 text-xs text-amber-600">
+              笔记本服务暂不可用（检查空间服务地址 / 账号）
+            </p>
+          ) : notebooks.length === 0 ? (
+            <p className="px-2 py-1.5 text-xs text-muted-foreground/70">暂无笔记本</p>
+          ) : (
+            notebooks.map((nb) => {
+              const active = viewingNotebookId === nb.id;
+              return (
+                <button
+                  key={nb.id}
+                  type="button"
+                  onClick={() => onOpenNotebook(nb.id)}
+                  title={nb.description || nb.name}
+                  className={cn(
+                    "flex items-center gap-2 rounded-lg px-2.5 py-1.5 text-left text-[13px] transition-colors",
+                    active
+                      ? "bg-primary/10 text-primary"
+                      : "text-muted-foreground hover:bg-sidebar-accent/60 hover:text-foreground",
+                  )}
+                >
+                  <BookOpen className="size-3.5 shrink-0 text-muted-foreground/70" />
+                  <span className="truncate">{nb.name}</span>
+                </button>
+              );
+            })
+          )}
+
+          {/* 所有空间 */}
+          <button
+            type="button"
+            onClick={onOpenAllSpaces}
+            className="flex items-center gap-2 rounded-lg px-2.5 py-1.5 text-left text-[13px] text-muted-foreground transition-colors hover:bg-sidebar-accent/60 hover:text-foreground"
+          >
+            <LayoutGrid className="size-3.5 shrink-0 text-muted-foreground/70" />
+            <span>所有空间</span>
+          </button>
+        </div>
+      </div>
+
+      {/* 新建空间弹窗 */}
+      <Dialog open={createOpen} onOpenChange={(v) => !creating && setCreateOpen(v)}>
+        <DialogContent className="sm:max-w-md">
+          <DialogHeader>
+            <DialogTitle>新建空间</DialogTitle>
+          </DialogHeader>
+          <div className="flex flex-col gap-4 pt-2">
+            <input
+              autoFocus
+              value={name}
+              onChange={(e) => setName(e.target.value)}
+              onKeyDown={(e) => {
+                if (e.key === "Enter") void handleCreate();
+              }}
+              placeholder="空间名称"
+              disabled={creating}
+              className="w-full rounded-lg border border-border bg-background px-3 py-2 text-sm outline-none focus:ring-2 focus:ring-primary disabled:opacity-50"
+            />
+            {createError && <p className="text-xs text-destructive">{createError}</p>}
+            <div className="flex justify-end gap-2">
+              <Button
+                variant="outline"
+                size="sm"
+                disabled={creating}
+                onClick={() => setCreateOpen(false)}
+              >
+                取消
+              </Button>
+              <Button
+                size="sm"
+                disabled={!name.trim() || creating}
+                onClick={() => void handleCreate()}
+              >
+                {creating ? <Loader2 className="size-4 animate-spin" /> : "创建"}
+              </Button>
+            </div>
+          </div>
+        </DialogContent>
+      </Dialog>
+    </aside>
+  );
+}

frontend-web/src/open-canvas/components/ai-writing/WritingSetupChat.tsx

@@ -28,7 +28,7 @@ import { uuid } from '@/core/utils/uuid';
 import { cn } from '@/lib/utils';
 
 import { useArticleTypes } from '../../hooks/useArticleTypes';
-import { useWritingForm } from '../../contexts/WritingFormContext';
+import { useWritingFormOptional } from '../../contexts/WritingFormContext';
 import { WritingWelcome } from './WritingWelcome';
 
 /**
@@ -42,13 +42,25 @@ import { WritingWelcome } from './WritingWelcome';
  *
  * 这条线程只负责「帮用户把表单聊清」，与真正写作的 ai_writing graph 完全解耦。
  */
-export function WritingSetupChat() {
+export function WritingSetupChat({
+  onApprove: onApproveProp,
+  title = '写作助手',
+  hint = '描述你想写什么，我来帮你填好右侧配置',
+}: {
+  /** 审批卡「应用」回调；缺省回填写作表单（需 WritingFormProvider）。传入则脱离表单上下文，
+   *  用于复用到「新建研究模板」等场景，把建议字段写进调用方的表单。 */
+  onApprove?: (payload: SetupWritingApprovalPayload) => void;
+  title?: string;
+  hint?: string;
+} = {}) {
   const threadId = useMemo(() => uuid(), []);
   const [threadPrepared, setThreadPrepared] = useState(false);
   const [chatModel, setChatModel] = useState('');
   const { models, isLoading: modelsLoading } = useModels();
   const { articleTypes } = useArticleTypes();
-  const { applyProposal } = useWritingForm();
+  // 缺省回填写作表单；onApprove 传入时脱离 WritingFormProvider（如模板创建页）。
+  const formCtx = useWritingFormOptional();
+  const applyProposal = onApproveProp ?? formCtx?.applyProposal;
 
   // 首个模型可用时默认选中
   useEffect(() => {
@@ -98,8 +110,8 @@ export function WritingSetupChat() {
 
   const handleApprove = useCallback(
     async (payload: SetupWritingApprovalPayload) => {
-      applyProposal(payload);
-      toast.success('已应用到左侧表单，可继续编辑或开始写作');
+      applyProposal?.(payload);
+      toast.success('已应用到表单，可继续编辑');
     },
     [applyProposal],
   );
@@ -119,8 +131,8 @@ export function WritingSetupChat() {
           {!showWelcome && (
             <header className="flex shrink-0 items-center gap-2 border-b px-4 py-3">
               <Sparkles className="size-4 text-primary" />
-              <h2 className="text-sm font-semibold">写作助手</h2>
-              <span className="text-muted-foreground text-xs">描述你想写什么，我来帮你填好右侧配置</span>
+              <h2 className="text-sm font-semibold">{title}</h2>
+              <span className="text-muted-foreground text-xs">{hint}</span>
             </header>
           )}
 

frontend-web/src/open-canvas/components/ai-writing/WritingWelcome.tsx

@@ -39,7 +39,7 @@ export function WritingWelcome() {
         <div className="flex flex-1 flex-col justify-center gap-6">
           <div>
             <h2 className="text-2xl font-bold leading-snug tracking-tight text-slate-800 dark:text-white">
-              欢迎使用「妙笔 AI」智力打字协作工坊
+              欢迎使用「ai写作」智力打字协作工坊
             </h2>
             <p className="mt-2 max-w-xl text-sm leading-relaxed text-slate-500 dark:text-white/60">
               这是一个专业的自动化写作系统。你只需在下方对话框中

frontend-web/src/open-canvas/contexts/WritingFormContext.tsx

@@ -36,6 +36,12 @@ export interface WritingFormValue {
   setStrictMode: (v: boolean) => void;
   materialSource: 'general' | 'notebook';
   setMaterialSource: (v: 'general' | 'notebook') => void;
+  /** 我的空间（笔记本）来源：选中的 search_space_id；上提到 Context 以便左栏「笔记本」点击直接设为素材来源。 */
+  selectedNotebookId: number | null;
+  setSelectedNotebookId: (v: number | null) => void;
+  /** 选中笔记本下的文档 id 列表（缩小检索范围）。 */
+  selectedDocumentIds: number[];
+  setSelectedDocumentIds: (v: number[]) => void;
   modelName: string;
   setModelName: (v: string) => void;
   /** 把模型建议（setup_writing 审批 payload）回填到表单各字段。 */
@@ -56,7 +62,17 @@ export function useWritingFormOptional(): WritingFormValue | null {
   return useContext(WritingFormContext);
 }
 
-export function WritingFormProvider({ children, initialMaterialSource }: { children: ReactNode; initialMaterialSource?: 'general' | 'notebook' }) {
+export function WritingFormProvider({
+  children,
+  initialMaterialSource,
+  initialNotebookId,
+  initialDocumentIds,
+}: {
+  children: ReactNode;
+  initialMaterialSource?: 'general' | 'notebook';
+  initialNotebookId?: number | null;
+  initialDocumentIds?: number[];
+}) {
   const [intent, setIntent] = useState('');
   const [formExpanded, setFormExpanded] = useState(false);
   const [showOutline, setShowOutline] = useState(true);
@@ -66,6 +82,8 @@ export function WritingFormProvider({ children, initialMaterialSource }: { child
   const [audience, setAudience] = useState('普通读者');
   const [strictMode, setStrictMode] = useState(false);
   const [materialSource, setMaterialSource] = useState<'general' | 'notebook'>(initialMaterialSource ?? 'general');
+  const [selectedNotebookId, setSelectedNotebookId] = useState<number | null>(initialNotebookId ?? null);
+  const [selectedDocumentIds, setSelectedDocumentIds] = useState<number[]>(initialDocumentIds ?? []);
   const [modelName, setModelName] = useState('');
 
   const applyProposal = useCallback((payload: SetupWritingApprovalPayload) => {
@@ -100,10 +118,12 @@ export function WritingFormProvider({ children, initialMaterialSource }: { child
       audience, setAudience,
       strictMode, setStrictMode,
       materialSource, setMaterialSource,
+      selectedNotebookId, setSelectedNotebookId,
+      selectedDocumentIds, setSelectedDocumentIds,
       modelName, setModelName,
       applyProposal,
     }),
-    [intent, formExpanded, showOutline, outlineText, articleType, wordCountInput, audience, strictMode, materialSource, modelName, applyProposal],
+    [intent, formExpanded, showOutline, outlineText, articleType, wordCountInput, audience, strictMode, materialSource, selectedNotebookId, selectedDocumentIds, modelName, applyProposal],
   );
 
   return <WritingFormContext.Provider value={value}>{children}</WritingFormContext.Provider>;

frontend-web/src/open-canvas/hooks/useResearchTemplates.ts

@@ -0,0 +1,60 @@
+import { useCallback, useState } from 'react';
+
+import {
+  createResearchTemplate,
+  deleteResearchTemplate,
+  listResearchTemplates,
+  updateResearchTemplate,
+} from '../api/ai-writing-research-templates';
+import type {
+  CreateResearchTemplateRequest,
+  ResearchTemplate,
+  UpdateResearchTemplateRequest,
+} from '../api/ai-writing-research-templates';
+
+export function useResearchTemplates() {
+  const [templates, setTemplates] = useState<ResearchTemplate[]>([]);
+  const [loading, setLoading] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  const refresh = useCallback(async () => {
+    setLoading(true);
+    setError(null);
+    try {
+      setTemplates(await listResearchTemplates());
+    } catch (e) {
+      setError(e instanceof Error ? e.message : '加载失败');
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  const create = useCallback(
+    async (data: CreateResearchTemplateRequest): Promise<ResearchTemplate> => {
+      const created = await createResearchTemplate(data);
+      setTemplates((prev) =>
+        [...prev, created].sort((a, b) => a.sort_order - b.sort_order),
+      );
+      return created;
+    },
+    [],
+  );
+
+  const update = useCallback(
+    async (id: string, data: UpdateResearchTemplateRequest): Promise<ResearchTemplate> => {
+      const updated = await updateResearchTemplate(id, data);
+      setTemplates((prev) =>
+        prev.map((t) => (t.id === id ? updated : t)).sort((a, b) => a.sort_order - b.sort_order),
+      );
+      return updated;
+    },
+    [],
+  );
+
+  const remove = useCallback(async (id: string): Promise<void> => {
+    await deleteResearchTemplate(id);
+    setTemplates((prev) => prev.filter((t) => t.id !== id));
+  }, []);
+
+  return { templates, loading, error, refresh, create, update, remove };
+}

frontend-web/src/open-canvas/pages/AIWritingPage.tsx

@@ -81,8 +81,8 @@
  *         -d '{"retention_days": 0}'
  * ──────────────────────────────────────────────────────────────────────────
  */
-import { useRef } from 'react';
-import { PanelRightOpen } from 'lucide-react';
+import { useRef, useState } from 'react';
+import { ArrowLeft, PanelRightOpen } from 'lucide-react';
 import { TooltipProvider } from '@/components/ui/tooltip';
 import { cn } from '@/lib/utils';
 import type { GroupImperativeHandle } from 'react-resizable-panels';
@@ -93,6 +93,13 @@ import { CanvasUIProvider } from '../contexts/CanvasUIContext';
 import { AIWritingPanel } from '../components/ai-writing/AIWritingPanel';
 import { AIWritingDraftPanel } from '../components/ai-writing/AIWritingDraftPanel';
 import { WritingSetupChat } from '../components/ai-writing/WritingSetupChat';
+import { ResearchSidebar } from '../components/ai-writing/ResearchSidebar';
+import StudioNotebookDetailPage from '@/pages/StudioNotebookDetailPage';
+import StudioNotebooksPage from '@/pages/StudioNotebooksPage';
+import { ChatRuntime } from '@/pages/WorkspaceRoutes';
+
+/** 右侧内嵌视图：笔记本详情 / 所有空间列表 / null（写作） */
+type RightView = { kind: 'notebook'; id: number } | { kind: 'allSpaces' } | null;
 import { AIWritingProvider, useAIWriting } from '../contexts/AIWritingContext';
 import { AIWritingHistoryProvider, useAIWritingHistory } from '../contexts/AIWritingHistoryContext';
 import { WritingFormProvider, useWritingForm } from '../contexts/WritingFormContext';
@@ -210,6 +217,81 @@ function AIWritingLayout({ hideAdvancedFields, initialNotebookId, initialDocumen
   );
 }
 
+/**
+ * 写作页主体（侧栏 + 内容区）。放在 Provider 内部，以便读 useAIWriting 状态：
+ * 进入写作（status !== idle 或查看历史）后自动收起左侧研究模板栏，让写作区更宽。
+ */
+function AIWritingBody({ hideAdvancedFields, initialNotebookId, initialDocumentIds, studioToken }: { hideAdvancedFields: boolean } & NotebookProps) {
+  const { state } = useAIWriting();
+  const { isHistoryMode } = useAIWritingHistory();
+
+  // 需求 0616 #5：左栏点「笔记本 / 所有空间」→ 在右侧内嵌打开对应页，替换右侧内容
+  // （写作布局不卸载，仅 display:none 隐藏，避免 WritingSetupChat 重挂丢线程）。
+  const [rightView, setRightView] = useState<RightView>(null);
+  const overlayActive = rightView != null;
+  const viewingNotebookId = rightView?.kind === 'notebook' ? rightView.id : null;
+
+  // 进入写作（开始生成 / 查看历史）后收起研究模板侧栏；嵌入态(studioToken)始终不展示。
+  const showSidebar = !studioToken && state.status === 'idle' && !isHistoryMode;
+
+  return (
+    <div className="flex-1 min-h-0 overflow-hidden flex">
+      {/* 需求 0616 #5：课题研究左栏（研究模板 + 笔记本）。进入写作后收起。 */}
+      {showSidebar && (
+        <ResearchSidebar
+          viewingNotebookId={viewingNotebookId}
+          onOpenNotebook={(id) => setRightView({ kind: 'notebook', id })}
+          onOpenAllSpaces={() => setRightView({ kind: 'allSpaces' })}
+        />
+      )}
+      {/* 右侧：写作布局常驻（仅 display:none 隐藏，避免 WritingSetupChat 重挂丢线程），
+          查看笔记本 / 所有空间时在其上叠加内嵌页。 */}
+      <div className="relative flex-1 min-h-0 overflow-hidden">
+        <div className={cn('absolute inset-0', overlayActive && 'hidden')}>
+          <AIWritingLayout hideAdvancedFields={hideAdvancedFields} initialNotebookId={initialNotebookId} initialDocumentIds={initialDocumentIds} studioToken={studioToken} />
+        </div>
+        {overlayActive && (
+          <div className="absolute inset-0 flex flex-col bg-background">
+            <div className="flex shrink-0 items-center gap-1 border-b border-border px-4 py-2">
+              <button
+                type="button"
+                onClick={() => setRightView(null)}
+                className="flex items-center gap-1.5 rounded-md px-2 py-1 text-sm text-muted-foreground transition-colors hover:bg-muted hover:text-foreground"
+              >
+                <ArrowLeft className="size-4" />
+                返回写作
+              </button>
+              {rightView.kind === 'notebook' && (
+                <button
+                  type="button"
+                  onClick={() => setRightView({ kind: 'allSpaces' })}
+                  className="ml-1 rounded-md px-2 py-1 text-sm text-muted-foreground transition-colors hover:bg-muted hover:text-foreground"
+                >
+                  所有空间
+                </button>
+              )}
+            </div>
+            <div className="min-h-0 flex-1 overflow-hidden">
+              {rightView.kind === 'notebook' ? (
+                // 笔记本详情页内部用 ChatBox(useArtifacts) → 需 ChatRuntime 提供 Provider。
+                <ChatRuntime>
+                  <StudioNotebookDetailPage key={rightView.id} notebookId={rightView.id} />
+                </ChatRuntime>
+              ) : (
+                <div className="h-full overflow-y-auto">
+                  <StudioNotebooksPage
+                    onOpenNotebook={(id) => setRightView({ kind: 'notebook', id })}
+                  />
+                </div>
+              )}
+            </div>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}
+
 export default function AIWritingPage({
   hideAdvancedFields = false,
   initialNotebookId,
@@ -227,12 +309,19 @@ export default function AIWritingPage({
       <CanvasUIProvider>
       <AIWritingHistoryProvider>
       <AIWritingProvider>
-      <WritingFormProvider initialMaterialSource={studioToken ?? initialNotebookId != null ? 'notebook' : undefined}>
+      <WritingFormProvider
+        initialMaterialSource={studioToken ?? initialNotebookId != null ? 'notebook' : undefined}
+        initialNotebookId={initialNotebookId}
+        initialDocumentIds={initialDocumentIds}
+      >
       <TooltipProvider delayDuration={300}>
         <div className="h-full flex flex-col overflow-hidden bg-background canvas-writing-bg">
-          <div className="flex-1 min-h-0 overflow-hidden">
-            <AIWritingLayout hideAdvancedFields={hideAdvancedFields} initialNotebookId={initialNotebookId} initialDocumentIds={initialDocumentIds} studioToken={studioToken} />
-          </div>
+          <AIWritingBody
+            hideAdvancedFields={hideAdvancedFields}
+            initialNotebookId={initialNotebookId}
+            initialDocumentIds={initialDocumentIds}
+            studioToken={studioToken}
+          />
         </div>
       </TooltipProvider>
       </WritingFormProvider>

frontend-web/src/open-canvas/pages/ResearchTemplateEditorPage.tsx

@@ -0,0 +1,300 @@
+import { useEffect, useState } from 'react';
+import { useNavigate, useParams } from 'react-router-dom';
+import { ArrowLeft, Loader2 } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import type { SetupWritingApprovalPayload } from '@/components/workspace/messages';
+
+import { useResearchTemplates } from '../hooks/useResearchTemplates';
+import { useArticleTypes } from '../hooks/useArticleTypes';
+import { WritingSetupChat } from '../components/ai-writing/WritingSetupChat';
+import type {
+  CreateResearchTemplateRequest,
+  ResearchTemplate,
+} from '../api/ai-writing-research-templates';
+
+const LIST_PATH = '/page/canvas/research-templates';
+
+const INPUT_CLASS =
+  'flex h-9 w-full rounded-md border border-input bg-background px-3 py-1 text-sm shadow-sm ' +
+  'placeholder:text-muted-foreground focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring disabled:opacity-50';
+const TEXTAREA_CLASS =
+  'flex w-full rounded-md border border-input bg-background px-3 py-2 text-sm shadow-sm ' +
+  'placeholder:text-muted-foreground focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring resize-none';
+const LABEL_CLASS = 'mb-1 block text-xs font-medium text-muted-foreground';
+
+interface FormState {
+  name: string;
+  description: string;
+  article_type_key: string;
+  outline: string;
+  material_source: 'general' | 'notebook';
+  word_count: string;
+  audience: string;
+  strict_mode: boolean;
+  topic: string;
+  sort_order: string;
+}
+
+const EMPTY_FORM: FormState = {
+  name: '',
+  description: '',
+  article_type_key: '',
+  outline: '',
+  material_source: 'general',
+  word_count: '800',
+  audience: '',
+  strict_mode: false,
+  topic: '',
+  sort_order: '0',
+};
+
+function toForm(t: ResearchTemplate): FormState {
+  return {
+    name: t.name,
+    description: t.description ?? '',
+    article_type_key: t.article_type_key ?? '',
+    outline: t.outline ?? '',
+    material_source: t.material_source,
+    word_count: String(t.word_count),
+    audience: t.audience ?? '',
+    strict_mode: t.strict_mode,
+    topic: t.topic ?? '',
+    sort_order: String(t.sort_order),
+  };
+}
+
+function toPayload(form: FormState): CreateResearchTemplateRequest {
+  return {
+    name: form.name.trim(),
+    description: form.description.trim() || null,
+    article_type_key: form.article_type_key || null,
+    outline: form.outline.trim() || null,
+    material_source: form.material_source,
+    word_count: Math.max(100, parseInt(form.word_count, 10) || 800),
+    audience: form.audience.trim() || null,
+    strict_mode: form.strict_mode,
+    topic: form.topic.trim() || null,
+    sort_order: parseInt(form.sort_order, 10) || 0,
+  };
+}
+
+export default function ResearchTemplateEditorPage() {
+  const navigate = useNavigate();
+  const { id } = useParams<{ id: string }>();
+  const editing = !!id;
+
+  const { templates, refresh, create, update } = useResearchTemplates();
+  const { articleTypes, refresh: refreshTypes } = useArticleTypes();
+
+  const [form, setForm] = useState<FormState>(EMPTY_FORM);
+  // 新建即就绪；编辑需等列表加载后回填一次。
+  const [initialized, setInitialized] = useState(!editing);
+  const [formError, setFormError] = useState<string | null>(null);
+  const [saving, setSaving] = useState(false);
+
+  useEffect(() => {
+    void refresh();
+    void refreshTypes();
+  }, [refresh, refreshTypes]);
+
+  useEffect(() => {
+    if (!editing || initialized) return;
+    const t = templates.find((x) => x.id === id);
+    if (t) {
+      setForm(toForm(t));
+      setInitialized(true);
+    }
+  }, [editing, initialized, templates, id]);
+
+  const set = <K extends keyof FormState>(key: K, value: FormState[K]) =>
+    setForm((f) => ({ ...f, [key]: value }));
+
+  // 问答助手「应用」→ 把 setup_writing 建议映射进模板表单字段（与 AI 写作同款机制）。
+  const applyProposalToForm = (p: SetupWritingApprovalPayload) =>
+    setForm((f) => ({
+      ...f,
+      name: f.name || (p.user_intent?.trim() ? p.user_intent.trim().slice(0, 20) : f.name),
+      topic: p.user_intent?.trim() || f.topic,
+      article_type_key: p.article_type?.trim() || f.article_type_key,
+      outline: p.outline?.trim() || f.outline,
+      word_count:
+        typeof p.word_count_target === 'number' && p.word_count_target > 0
+          ? String(p.word_count_target)
+          : f.word_count,
+      audience: p.target_audience?.trim() || f.audience,
+      strict_mode:
+        p.writing_mode === 'strict' ? true : p.writing_mode === 'loose' ? false : f.strict_mode,
+      material_source: p.material_source
+        ? p.material_source === 'notebook'
+          ? 'notebook'
+          : 'general'
+        : f.material_source,
+    }));
+
+  const handleSave = async () => {
+    if (!form.name.trim()) {
+      setFormError('请填写模板名称');
+      return;
+    }
+    setSaving(true);
+    setFormError(null);
+    try {
+      const payload = toPayload(form);
+      if (editing && id) await update(id, payload);
+      else await create(payload);
+      navigate(LIST_PATH);
+    } catch (e) {
+      setFormError(e instanceof Error ? e.message : '保存失败');
+      setSaving(false);
+    }
+  };
+
+  return (
+    <div className="flex h-full flex-col bg-background">
+      <header className="flex shrink-0 items-center justify-between border-b border-border px-5 py-3">
+        <div className="flex items-center gap-2">
+          <Button variant="ghost" size="icon-sm" onClick={() => navigate(LIST_PATH)}>
+            <ArrowLeft className="size-4" />
+          </Button>
+          <div>
+            <h1 className="text-base font-semibold">
+              {editing ? '编辑研究模板' : '新建研究模板'}
+            </h1>
+            <p className="text-xs text-muted-foreground">
+              左侧用问答描述需求，自动填好右侧字段；也可手动编辑。
+            </p>
+          </div>
+        </div>
+        <div className="flex items-center gap-2">
+          {formError && <span className="text-sm text-destructive">{formError}</span>}
+          <Button variant="outline" size="sm" onClick={() => navigate(LIST_PATH)} disabled={saving}>
+            取消
+          </Button>
+          <Button size="sm" onClick={() => void handleSave()} disabled={saving}>
+            {saving && <Loader2 className="size-4 animate-spin" />}
+            保存
+          </Button>
+        </div>
+      </header>
+
+      <div className="flex min-h-0 flex-1">
+        {/* 左：模板助手问答（同 AI 写作 setup 机制）→ 应用到右侧表单。问答区更宽（约 7:3）。 */}
+        <div className="min-w-0 flex-[7] border-r border-border">
+          <WritingSetupChat
+            onApprove={applyProposalToForm}
+            title="模板助手"
+            hint="描述你想要的研究模板，我来帮你填好右侧字段"
+          />
+        </div>
+
+        {/* 右：模板表单 */}
+        <div className="grid min-w-0 flex-[3] grid-cols-2 content-start gap-4 overflow-y-auto p-6">
+          <div className="col-span-2">
+            <label className={LABEL_CLASS}>模板名称 *</label>
+            <input
+              className={INPUT_CLASS}
+              value={form.name}
+              onChange={(e) => set('name', e.target.value)}
+              placeholder="如：深度舆情分析"
+            />
+          </div>
+          <div className="col-span-2">
+            <label className={LABEL_CLASS}>描述</label>
+            <input
+              className={INPUT_CLASS}
+              value={form.description}
+              onChange={(e) => set('description', e.target.value)}
+              placeholder="模板用途简述"
+            />
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>文章类型</label>
+            <select
+              className={INPUT_CLASS}
+              value={form.article_type_key}
+              onChange={(e) => set('article_type_key', e.target.value)}
+            >
+              <option value="">不设</option>
+              {articleTypes.map((t) => (
+                <option key={t.key} value={t.key}>
+                  {t.label}
+                </option>
+              ))}
+            </select>
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>搜索来源</label>
+            <select
+              className={INPUT_CLASS}
+              value={form.material_source}
+              onChange={(e) => set('material_source', e.target.value as 'general' | 'notebook')}
+            >
+              <option value="general">通用检索</option>
+              <option value="notebook">我的空间（笔记本）</option>
+            </select>
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>目标字数</label>
+            <input
+              type="number"
+              className={INPUT_CLASS}
+              value={form.word_count}
+              onChange={(e) => set('word_count', e.target.value)}
+            />
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>目标受众</label>
+            <input
+              className={INPUT_CLASS}
+              value={form.audience}
+              onChange={(e) => set('audience', e.target.value)}
+              placeholder="如：决策者"
+            />
+          </div>
+          <div className="col-span-2">
+            <label className={LABEL_CLASS}>主题 / 意图</label>
+            <textarea
+              className={TEXTAREA_CLASS}
+              rows={2}
+              value={form.topic}
+              onChange={(e) => set('topic', e.target.value)}
+              placeholder="点击模板时预填到写作意图输入框"
+            />
+          </div>
+          <div className="col-span-2">
+            <label className={LABEL_CLASS}>默认大纲</label>
+            <textarea
+              className={TEXTAREA_CLASS}
+              rows={6}
+              value={form.outline}
+              onChange={(e) => set('outline', e.target.value)}
+              placeholder={'一、…\n二、…\n三、…'}
+            />
+          </div>
+          <div className="flex items-center gap-2">
+            <input
+              id="rt-strict"
+              type="checkbox"
+              checked={form.strict_mode}
+              onChange={(e) => set('strict_mode', e.target.checked)}
+              className="size-4"
+            />
+            <label htmlFor="rt-strict" className="text-sm">
+              严格写作模式
+            </label>
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>排序（小在前）</label>
+            <input
+              type="number"
+              className={INPUT_CLASS}
+              value={form.sort_order}
+              onChange={(e) => set('sort_order', e.target.value)}
+            />
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}

frontend-web/src/open-canvas/pages/ResearchTemplatesConfigPage.tsx

@@ -0,0 +1,148 @@
+import { useEffect, useState } from 'react';
+import { useNavigate } from 'react-router-dom';
+import { ArrowLeft, FileText, Loader2, Pencil, Plus, Trash2 } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@/components/ui/dialog';
+
+import { useResearchTemplates } from '../hooks/useResearchTemplates';
+import { useArticleTypes } from '../hooks/useArticleTypes';
+
+const NEW_PATH = '/page/canvas/research-templates/new';
+const editPath = (id: string) => `/page/canvas/research-templates/edit/${id}`;
+
+export default function ResearchTemplatesConfigPage() {
+  const navigate = useNavigate();
+  const { templates, loading, error, refresh, remove } = useResearchTemplates();
+  const { articleTypes, refresh: refreshTypes } = useArticleTypes();
+
+  const [deleteTargetId, setDeleteTargetId] = useState<string | null>(null);
+  const [deleting, setDeleting] = useState(false);
+
+  useEffect(() => {
+    void refresh();
+    void refreshTypes();
+  }, [refresh, refreshTypes]);
+
+  const handleDelete = async () => {
+    if (!deleteTargetId) return;
+    setDeleting(true);
+    try {
+      await remove(deleteTargetId);
+      setDeleteTargetId(null);
+    } finally {
+      setDeleting(false);
+    }
+  };
+
+  const articleTypeLabel = (key: string | null) =>
+    key ? articleTypes.find((t) => t.key === key)?.label ?? key : '—';
+
+  return (
+    <div className="mx-auto h-full w-full max-w-4xl overflow-y-auto p-6">
+      <div className="mb-5 flex items-center justify-between">
+        <div className="flex items-center gap-2">
+          <Button variant="ghost" size="icon-sm" onClick={() => navigate(-1)}>
+            <ArrowLeft className="size-4" />
+          </Button>
+          <div>
+            <h1 className="text-lg font-semibold">研究模板配置</h1>
+            <p className="text-xs text-muted-foreground">
+              配置课题研究左栏的研究模板；点击模板时一键预填写作表单。
+            </p>
+          </div>
+        </div>
+        <Button size="sm" onClick={() => navigate(NEW_PATH)}>
+          <Plus className="size-4" />
+          新建模板
+        </Button>
+      </div>
+
+      {error && <p className="mb-3 text-sm text-destructive">{error}</p>}
+
+      {loading ? (
+        <div className="flex justify-center py-16">
+          <Loader2 className="size-6 animate-spin text-muted-foreground" />
+        </div>
+      ) : templates.length === 0 ? (
+        <p className="py-16 text-center text-sm text-muted-foreground">
+          暂无研究模板，点击右上角「新建模板」创建。
+        </p>
+      ) : (
+        <div className="flex flex-col gap-2">
+          {templates.map((t) => (
+            <div
+              key={t.id}
+              className="flex items-start gap-3 rounded-xl border border-border bg-card p-4"
+            >
+              <div className="bg-primary/10 text-primary mt-0.5 flex size-9 shrink-0 items-center justify-center rounded-lg">
+                <FileText className="size-4" />
+              </div>
+              <div className="min-w-0 flex-1">
+                <div className="flex items-center gap-2">
+                  <span className="truncate text-sm font-semibold">{t.name}</span>
+                  <span className="shrink-0 rounded bg-muted px-1.5 py-0.5 text-[11px] text-muted-foreground">
+                    {articleTypeLabel(t.article_type_key)}
+                  </span>
+                </div>
+                {t.description && (
+                  <p className="mt-0.5 line-clamp-1 text-xs text-muted-foreground">{t.description}</p>
+                )}
+                <div className="mt-1 flex flex-wrap gap-x-3 gap-y-0.5 text-[11px] text-muted-foreground/80">
+                  <span>来源：{t.material_source === 'notebook' ? '我的空间' : '通用检索'}</span>
+                  <span>字数：{t.word_count}</span>
+                  {t.audience && <span>受众：{t.audience}</span>}
+                  <span>{t.strict_mode ? '严格模式' : '宽松模式'}</span>
+                </div>
+              </div>
+              <div className="flex shrink-0 items-center gap-1">
+                <Button
+                  variant="ghost"
+                  size="icon-sm"
+                  onClick={() => navigate(editPath(t.id))}
+                  title="编辑"
+                >
+                  <Pencil className="size-4" />
+                </Button>
+                <Button
+                  variant="ghost"
+                  size="icon-sm"
+                  onClick={() => setDeleteTargetId(t.id)}
+                  title="删除"
+                  className="text-muted-foreground hover:text-destructive"
+                >
+                  <Trash2 className="size-4" />
+                </Button>
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+
+      {/* 删除确认 */}
+      <Dialog open={!!deleteTargetId} onOpenChange={(v) => !deleting && !v && setDeleteTargetId(null)}>
+        <DialogContent className="sm:max-w-sm">
+          <DialogHeader>
+            <DialogTitle>删除研究模板</DialogTitle>
+          </DialogHeader>
+          <p className="py-2 text-sm text-muted-foreground">确定删除该研究模板吗？此操作不可恢复。</p>
+          <DialogFooter>
+            <Button variant="outline" onClick={() => setDeleteTargetId(null)} disabled={deleting}>
+              取消
+            </Button>
+            <Button variant="destructive" onClick={() => void handleDelete()} disabled={deleting}>
+              {deleting && <Loader2 className="size-4 animate-spin" />}
+              删除
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+}

frontend-web/src/open-canvas/routes/OpenCanvasRoutes.tsx

@@ -4,6 +4,8 @@ import CanvasHomePage from "../pages/CanvasHomePage";
 import CanvasThreadPage from "../pages/CanvasThreadPage";
 import AIWritingPage from "../pages/AIWritingPage";
 import ArticleTypesConfigPage from "../pages/ArticleTypesConfigPage";
+import ResearchTemplatesConfigPage from "../pages/ResearchTemplatesConfigPage";
+import ResearchTemplateEditorPage from "../pages/ResearchTemplateEditorPage";
 
 export default function OpenCanvasRoutes() {
   return (
@@ -11,6 +13,9 @@ export default function OpenCanvasRoutes() {
       <Route index element={<CanvasHomePage />} />
       <Route path="ai-writing" element={<AIWritingPage hideAdvancedFields />} />
       <Route path="article-types" element={<ArticleTypesConfigPage />} />
+      <Route path="research-templates" element={<ResearchTemplatesConfigPage />} />
+      <Route path="research-templates/new" element={<ResearchTemplateEditorPage />} />
+      <Route path="research-templates/edit/:id" element={<ResearchTemplateEditorPage />} />
       <Route path=":thread_id" element={<CanvasThreadPage />} />
     </Routes>
   );

frontend-web/src/pages/AgentChatPage.tsx

@@ -31,15 +31,31 @@ import { textOfMessage } from "@/core/threads/utils";
 import { env } from "@/env";
 import { desensitize } from "@/lib/desensitize";
 
-export default function AgentChatPage() {
+export default function AgentChatPage({
+  embeddedAgentId,
+  chatBasePath,
+}: {
+  /** 当作为「通用问答右侧嵌入」渲染时由父组件传入的 agent id（替代路由参数）。
+   *  传入即视为嵌入态：路由仍停留在 /chats/new，仅右侧问答区换成该智能体的对话。 */
+  embeddedAgentId?: string;
+  /** 智能体对话所在的路由前缀（到 `/chats` 为止，不含 thread_id）。
+   *  默认 `${routeBase}/agents/${agent_id}/chats`；任务深链把对话嵌进「任务管理」布局时，
+   *  传入如 `/page/strategy/task-management/plan-task-sentiment/agent/${id}/chats`，
+   *  使开新会话 / 首条消息后的 URL 改写都停留在任务管理上下文（侧边栏保持对应业务高亮）。 */
+  chatBasePath?: string;
+} = {}) {
   const routeBase = useRouteBase();
   const { t } = useI18n();
   const [showFollowups, setShowFollowups] = useState(false);
   const router = useRouter();
 
-  const { agent_id } = useParams<{
+  const { agent_id: agentIdFromPath } = useParams<{
     agent_id: string;
   }>();
+  const agent_id = embeddedAgentId ?? agentIdFromPath;
+  const isEmbedded = !!embeddedAgentId;
+  // 对话路由前缀：调用方可覆盖（任务深链嵌入态），否则用当前 routeBase 下的独立智能体对话路径。
+  const agentChatsBase = chatBasePath ?? `${routeBase}/agents/${agent_id}/chats`;
 
   // If ChatPage stashed an opening message for this agent, skip the landing
   // screen on first render so the user doesn't see a flash of the welcome UI
@@ -92,7 +108,7 @@ export default function AgentChatPage() {
       history.replaceState(
         null,
         "",
-        `${window.location.pathname}${window.location.search}#${routeBase}/agents/${agent_id}/chats/${createdThreadId}`,
+        `${window.location.pathname}${window.location.search}#${agentChatsBase}/${createdThreadId}`,
       );
     },
     onFinish: (state) => {
@@ -208,8 +224,12 @@ export default function AgentChatPage() {
                       size="sm"
                       variant="secondary"
                       onClick={() => {
+                        // 嵌入态：保持停留在通用问答右侧，开同一智能体的新对话；
+                        // 非嵌入态：走该智能体的独立新对话页（按当前路由 base）。
                         router.push(
-                          `/page/workspace/agents/${agent_id}/chats/new`,
+                          isEmbedded
+                            ? `/page/workspace/chats/new?agent=${agent_id}`
+                            : `${agentChatsBase}/new`,
                         );
                       }}
                     >
@@ -285,6 +305,8 @@ export default function AgentChatPage() {
                     thread={thread}
                     paddingBottom={showFollowups ? 96 : 24}
                     tokenUsageEnabled={tokenUsageEnabled}
+                    // 输入框在流内（MessageList 下方），按钮贴对话区底部即可。
+                    scrollButtonClassName="bottom-2"
                     onClarificationSubmit={handleClarificationSubmit}
                     onEditResubmit={(text) => handleSubmit({ text, files: [] })}
                   />

frontend-web/src/pages/AgentModulePage.tsx

@@ -0,0 +1,99 @@
+"use client";
+
+import { Loader2 } from "lucide-react";
+import { useState } from "react";
+import { Navigate, Route, Routes, useParams } from "react-router-dom";
+
+import {
+  AgentModuleSidebar,
+  type AgentModuleConfig,
+} from "@/components/workspace/agents/agent-module-sidebar";
+import { AgentModuleSettingsDialog } from "@/components/workspace/agents/agent-module-settings-dialog";
+import { useAgents } from "@/core/agents";
+import { getStoredAuth } from "@/core/auth";
+import { RouteBaseProvider } from "@/core/route-base";
+import { useAgentModuleConfig } from "@/core/system-settings/hooks";
+
+import AgentChatPage from "./AgentChatPage";
+import { ChatRuntime } from "./WorkspaceRoutes";
+
+/**
+ * 「按类型聚合」模块页（需求 0616 #3 zzJC / #4 zzXD，重做）。
+ *
+ * 一个**常驻外壳**（左栏：按类型分组智能体 + 聊天记录 + admin 设置）包裹右侧对话；
+ * 点击智能体只在模块内切换对话（左栏不卸载，无整页跳转）。模块自带独立路由
+ * ``/page/strategy/qa/{moduleKey}``，并以该路径作为 RouteBase，使内嵌的 AgentChatPage
+ * 所有跳转（新建对话 / onStart 改写 hash）都留在模块子树内。
+ */
+export function AgentModuleRoutes({ module }: { module: AgentModuleConfig }) {
+  const base = `/page/strategy/qa/${module.key}`;
+  return (
+    <RouteBaseProvider value={base}>
+      <Routes>
+        <Route index element={<ModuleDefaultRedirect module={module} />} />
+        <Route
+          path="agents/:agent_id/chats/:thread_id"
+          element={<ModuleChatShell module={module} />}
+        />
+      </Routes>
+    </RouteBaseProvider>
+  );
+}
+
+/** 进入模块默认落地：配置类型下的第一个智能体；无配置回退到模块默认体。 */
+function ModuleDefaultRedirect({ module }: { module: AgentModuleConfig }) {
+  const { agents, isLoading: agentsLoading } = useAgents();
+  const { data: config, isLoading: configLoading } = useAgentModuleConfig(
+    module.key,
+  );
+
+  if (agentsLoading || configLoading) {
+    return (
+      <div className="flex size-full items-center justify-center">
+        <Loader2 className="text-muted-foreground size-5 animate-spin" />
+      </div>
+    );
+  }
+
+  const tagIds = config?.tag_ids ?? [];
+  let targetId = module.fallbackAgentId;
+  if (tagIds.length > 0) {
+    const allowed = new Set(tagIds);
+    const first = agents.find((a) =>
+      (a.tags ?? []).some((t) => allowed.has(t.id)),
+    );
+    if (first) targetId = first.id;
+  }
+
+  return <Navigate to={`agents/${targetId}/chats/new`} replace />;
+}
+
+/** 模块外壳：常驻左栏 + 内嵌当前智能体对话（按 agent_id 重建对话区，左栏保持挂载）。 */
+function ModuleChatShell({ module }: { module: AgentModuleConfig }) {
+  const { agent_id } = useParams<{ agent_id: string }>();
+  const isAdmin = getStoredAuth()?.system_role === "admin";
+  const [settingsOpen, setSettingsOpen] = useState(false);
+
+  return (
+    <div className="flex size-full min-h-0 overflow-hidden">
+      <AgentModuleSidebar
+        moduleKey={module.key}
+        activeAgentId={agent_id}
+        onOpenSettings={isAdmin ? () => setSettingsOpen(true) : undefined}
+      />
+      <div className="min-h-0 min-w-0 flex-1">
+        <ChatRuntime>
+          <AgentChatPage key={agent_id} />
+        </ChatRuntime>
+      </div>
+      {isAdmin && (
+        <AgentModuleSettingsDialog
+          open={settingsOpen}
+          onOpenChange={setSettingsOpen}
+          moduleKey={module.key}
+          moduleTitle={module.title}
+        />
+      )}
+    </div>
+  );
+}

frontend-web/src/pages/BusinessChainMappingPage.tsx

@@ -31,10 +31,13 @@ import {
   type BusinessMapping,
 } from "@/strategy-components/api/business-mapping";
 import { cn } from "@/lib/utils";
+import { useDesensitizeSubtree } from "@/roundtable-planning/lib/use-desensitize-subtree";
 
 export default function BusinessChainMappingPage() {
   const { theme } = useTheme();
   const isDark = theme === "dark";
+  // 整片脱敏：业务链条映射页展示文本（链条名/描述/席位名/标题）。输入框 Hook 自动跳过。
+  const dzRef = useDesensitizeSubtree<HTMLDivElement>();
 
   const [rows, setRows] = useState<BusinessMapping[]>([]);
   const [agents, setAgents] = useState<Agent[]>([]);
@@ -160,7 +163,7 @@ export default function BusinessChainMappingPage() {
   ];
 
   return (
-    <div className={cn(shellClass, "[&_.t-input]:rounded-[5px] [&_.t-input__wrap]:rounded-[5px]")}>
+    <div ref={dzRef} className={cn(shellClass, "[&_.t-input]:rounded-[5px] [&_.t-input__wrap]:rounded-[5px]")}>
       <div className="mx-auto flex min-h-full max-w-7xl flex-col gap-6 px-6 py-7 lg:px-8">
 
         {/* ── 页头 banner ── */}

frontend-web/src/pages/ChatPage.tsx

@@ -34,7 +34,7 @@ import { isChatsIframeWorkspacePath } from "@/core/page-layout/chats-iframe-rout
 import { useSidebar } from "@/components/ui/sidebar";
 import { Button } from "@/components/ui/button";
 import { PanelLeftOpen } from "lucide-react";
-import { useAgentSelector } from "@/core/agents";
+import { useAgentSelector, useAgentsPaginated } from "@/core/agents";
 import { useI18n } from "@/core/i18n/hooks";
 import { useModels } from "@/core/models/hooks";
 import { useNotification } from "@/core/notification/hooks";
@@ -130,6 +130,10 @@ export default function ChatPage() {
   const browserContextAutoSubmitRef = useRef<string | null>(null);
   const { agents: selectorAgents, isLoading: selectorLoading } =
     useAgentSelector();
+  // 已选 agent 的存在性校验需要更宽的来源：侧边栏可选未配置进管理弹窗的 agent
+  // （用户自己的智能体），这些也算有效，故把「我的 / 广场」一并纳入校验集（缓存共享）。
+  const { agents: mineAgents } = useAgentsPaginated({ scope: "mine", page: 1, pageSize: 20 });
+  const { agents: squareAgents } = useAgentsPaginated({ scope: "square", page: 1, pageSize: 20 });
   const { selectedArtifact } = useArtifacts();
   useSpecificChatMode();
 
@@ -142,7 +146,7 @@ export default function ChatPage() {
       setHasStartedConversation(false);
       setPromptPrefixOn(false);
       // Pre-select the agent the user last started a conversation with so a
-      // fresh chat defaults to it. Validated against the selector list below.
+      // fresh chat defaults to it. Validated against the known agent list below.
       setSelectedAgentId(getLastAgentId());
     }
   }, [isNewThread, threadId]);
@@ -152,10 +156,14 @@ export default function ChatPage() {
   // dead agent. Wait for the list to load before deciding.
   useEffect(() => {
     if (selectorLoading || !selectedAgentId) return;
-    if (!selectorAgents.some((a) => a.id === selectedAgentId)) {
+    // 校验集 = 管理弹窗 ∪ 我的 ∪ 广场；任一存在即视为有效（含用户未配置进管理弹窗
+    // 的自有智能体）。三者都还没加载出来时不做清除，避免把恢复值误删。
+    const known = [...selectorAgents, ...mineAgents, ...squareAgents];
+    if (known.length === 0) return;
+    if (!known.some((a) => a.id === selectedAgentId)) {
       setSelectedAgentId(null);
     }
-  }, [selectedAgentId, selectorAgents, selectorLoading]);
+  }, [selectedAgentId, selectorAgents, mineAgents, squareAgents, selectorLoading]);
 
   const { showNotification } = useNotification();
 
@@ -493,6 +501,8 @@ export default function ChatPage() {
                   thread={thread}
                   paddingBottom={messageListPaddingBottom}
                   tokenUsageEnabled={tokenUsageEnabled}
+                  // 输入框为底部绝对浮层（约 160px 高），按钮上移到其上方居中。
+                  scrollButtonClassName="bottom-40"
                   onClarificationSubmit={handleClarificationSubmit}
                   onEditResubmit={(text) =>
                     handleSubmit({ text, files: [] })

frontend-web/src/pages/IframeChatPage.tsx

@@ -3,7 +3,6 @@
 import {
   BookMarkedIcon,
   BrainCircuitIcon,
-  CheckIcon,
   FileTextIcon,
   GraduationCapIcon,
 } from "lucide-react";
@@ -23,7 +22,9 @@ import {
 } from "@/components/workspace/messages";
 import { ThreadContext } from "@/components/workspace/messages/context";
 import { TodoList } from "@/components/workspace/todo-list";
+import { Tooltip } from "@/components/workspace/tooltip";
 import { Button } from "@/components/ui/button";
+import { TooltipProvider } from "@/components/ui/tooltip";
 import { useAgentSelector } from "@/core/agents";
 import { getAccessToken } from "@/core/auth";
 import { useI18n } from "@/core/i18n/hooks";
@@ -369,7 +370,7 @@ export default function IframeChatPage() {
   }, [handleInterrupt, handleSubmit]);
 
   const isLandingState = isNewThread && !hasStartedConversation;
-  const bottomBarHeightClass = "pb-28";
+  const bottomBarHeightClass = "pb-24";
   const modeButtons = [
     {
       key: "writing",
@@ -377,8 +378,7 @@ export default function IframeChatPage() {
       icon: FileTextIcon,
       active: !!settings.context.writing_mode,
       onClick: toggleWritingMode,
-      activeClassName:
-        "border-amber-300 bg-amber-50 text-amber-700 hover:bg-amber-100",
+      activeClassName: "text-amber-600 hover:text-amber-700",
     },
     {
       key: "memory",
@@ -386,8 +386,7 @@ export default function IframeChatPage() {
       icon: BrainCircuitIcon,
       active: settings.context.memory_injection_enabled ?? true,
       onClick: toggleMemoryInjection,
-      activeClassName:
-        "border-blue-300 bg-blue-50 text-blue-700 hover:bg-blue-100",
+      activeClassName: "text-blue-600 hover:text-blue-700",
     },
     {
       key: "references",
@@ -396,8 +395,7 @@ export default function IframeChatPage() {
       active: ragModeEnabled,
       onClick: toggleRagMode,
       disabled: ragModeLocked,
-      activeClassName:
-        "border-emerald-300 bg-emerald-50 text-emerald-700 hover:bg-emerald-100",
+      activeClassName: "text-emerald-600 hover:text-emerald-700",
     },
     {
       key: "pro",
@@ -405,8 +403,7 @@ export default function IframeChatPage() {
       icon: GraduationCapIcon,
       active: proModeEnabled,
       onClick: toggleProMode,
-      activeClassName:
-        "border-violet-300 bg-violet-50 text-violet-700 hover:bg-violet-100",
+      activeClassName: "text-violet-600 hover:text-violet-700",
     },
   ] as const;
 
@@ -496,29 +493,32 @@ export default function IframeChatPage() {
               </div>
             </div>
             <div className="absolute right-0 bottom-0 left-0 z-40 border-t bg-background/95 backdrop-blur">
-              <div className="mx-auto flex max-w-(--container-width-lg) flex-wrap items-center justify-center gap-2 px-4 py-4">
-                {modeButtons.map((button) => {
-                  const Icon = button.icon;
-                  return (
-                    <Button
-                      key={button.key}
-                      type="button"
-                      variant="outline"
-                      disabled={button.disabled || isUploading}
-                      onClick={button.onClick}
-                      className={cn(
-                        "gap-1.5 rounded-full border border-transparent bg-muted/40 text-muted-foreground shadow-none hover:bg-muted hover:text-foreground",
-                        button.active && button.activeClassName,
-                        button.disabled && "cursor-not-allowed opacity-80",
-                      )}
-                    >
-                      {button.active && <CheckIcon className="size-3.5" />}
-                      <Icon className="size-3.5" />
-                      <span className="text-xs font-normal">{button.label}</span>
-                    </Button>
-                  );
-                })}
-              </div>
+              <TooltipProvider delayDuration={250}>
+                <div className="mx-auto flex max-w-(--container-width-lg) flex-wrap items-center justify-center gap-0 px-0 py-1">
+                  {modeButtons.map((button) => {
+                    const Icon = button.icon;
+                    return (
+                      <Tooltip key={button.key} content={button.label}>
+                        <Button
+                          type="button"
+                          variant="ghost"
+                          size="icon"
+                          aria-label={button.label}
+                          disabled={button.disabled || isUploading}
+                          onClick={button.onClick}
+                          className={cn(
+                            "size-9 rounded-full text-muted-foreground shadow-none hover:bg-muted/60 hover:text-foreground",
+                            button.active && button.activeClassName,
+                            button.disabled && "cursor-not-allowed opacity-80",
+                          )}
+                        >
+                          <Icon className="size-4" />
+                        </Button>
+                      </Tooltip>
+                    );
+                  })}
+                </div>
+              </TooltipProvider>
             </div>
           </main>
         </div>

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 {
@@ -160,8 +176,21 @@ function BatchImportDialog({
         skip_existing: skipExisting,
         status: "approved",
         include_sources: true,
+        // Run in the background so the request returns immediately — a large
+        // batch otherwise blocks past the gateway timeout and shows "request
+        // failed". Threads stream into the list as they finish.
+        background: true,
         model_name: model,
+        template_id: template,
+        folder,
       });
+      if (result.queued) {
+        toast.success(
+          `已转入后台导入 ${result.processed} 个线程，完成后会陆续出现在左侧列表（可稍后刷新查看）`,
+        );
+        onOpenChange(false);
+        return;
+      }
       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) {
         // The model failed on some threads — they were saved via rule-based
@@ -217,6 +246,25 @@ 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 +292,16 @@ 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 +317,8 @@ function ImportFileDialog({
           tags: tags.trim() || undefined,
           status: "approved",
           model_name: model,
+          template_id: template,
+          folder,
         },
       });
       const count = result.notes?.length ?? 1;
@@ -330,6 +384,25 @@ 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 +551,8 @@ 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(
@@ -485,14 +560,19 @@ export default function KnowledgeBasePage() {
       keyword: debouncedKeyword || undefined,
       source_type: sourceType === "all" ? undefined : sourceType,
       status: status === "all" ? undefined : status,
-      limit: 500,
+      limit: 1000,
     }),
     [debouncedKeyword, sourceType, status],
   );
 
   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 +651,8 @@ 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 +718,8 @@ 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/LoginPage.tsx

@@ -1,6 +1,7 @@
 'use client';
 
 import { useParams, useRouter, useSearchParams } from 'next/navigation';
+import { useNavigate } from 'react-router-dom';
 import { useEffect, useMemo, useState } from 'react';
 
 import { useTheme } from '@/contexts/ThemeContext';
@@ -11,6 +12,11 @@ import {
   readExternalLoginParams,
   resolveThemeFromQuery,
 } from '@/core/auth/external-login';
+import {
+  fetchCopTaskDetail,
+  persistCopTaskDetail,
+  resolveTaskDeeplinkTarget,
+} from '@/core/auth/task-deeplink';
 import { resolveUsernameByOnlineTicket } from '@/core/auth/wujie-ticket-login';
 import { isWujieEnv, useWujieProps } from '@/core/embed/wujie';
 import {
@@ -34,6 +40,7 @@ type LoginStatus = 'loading' | 'success' | 'error';
 export default function LoginPage() {
   const { username } = useParams<{ username?: string }>();
   const router = useRouter();
+  const navigate = useNavigate();
   const searchParams = useSearchParams();
   const { setTheme } = useTheme();
   const sidebarEnabled = useMemo(
@@ -60,6 +67,9 @@ export default function LoginPage() {
   const gatePassword = searchParams.get('password') ?? '';
   // token 换登录:?authToken= 传上游 token(与 tools_token 的 ?token= 区分开)
   const authToken = searchParams.get('authToken')?.trim() ?? '';
+  // 任务深链:外部系统带 ?taskId=&goPath= 时,登录后拉任务详情并直送对应问答/会商页
+  const taskId = searchParams.get('taskId')?.trim() ?? '';
+  const goPath = searchParams.get('goPath')?.trim() ?? '';
   const externalParams = useMemo(
     () => ({
       theme: searchParams.get('theme') ?? '',
@@ -145,6 +155,27 @@ export default function LoginPage() {
         persistAccessToken(accessToken);
         persistSidebarEnabled(sidebarEnabled);
         setStatus('success');
+
+        // 任务深链：带 taskId + goPath 时拉任务详情并直送对应问答/会商页；
+        // 任一环节失败（无地址/拉取失败/未配置智能体/goPath 无法识别）都回退默认首页。
+        if (taskId && goPath) {
+          try {
+            const detail = await fetchCopTaskDetail(taskId);
+            if (cancelled) return;
+            if (detail) {
+              persistCopTaskDetail(detail);
+              const target = await resolveTaskDeeplinkTarget(goPath, detail);
+              if (cancelled) return;
+              if (target) {
+                navigate(target.path, { replace: true, state: target.state });
+                return;
+              }
+            }
+          } catch {
+            /* 深链失败不阻断登录，落默认首页 */
+          }
+        }
+
         router.replace(yUserId ? GENERAL_QA_ROUTE : redirectPath);
       } catch (error) {
         if (cancelled) {
@@ -164,6 +195,7 @@ export default function LoginPage() {
   }, [
     resolvedUsername,
     router,
+    navigate,
     sidebarEnabled,
     yUserId,
     toolToken,
@@ -171,6 +203,8 @@ export default function LoginPage() {
     onlineTicket,
     authToken,
     gatePassword,
+    taskId,
+    goPath,
   ]);
 
   return (

frontend-web/src/pages/PositionsPage.tsx

@@ -0,0 +1,5 @@
+import { PositionManagementPage } from "@/components/workspace/admin/position-management-page";
+
+export default function PositionsPage() {
+  return <PositionManagementPage />;
+}

frontend-web/src/pages/RecommendedQuestionsPage.tsx

@@ -8,11 +8,15 @@ import {
   Loader2Icon,
   PencilIcon,
   PlusIcon,
+  TagIcon,
   Trash2Icon,
 } from "lucide-react";
 import { toast } from "sonner";
 
 import { Button } from "@/components/ui/button";
+import { ResourceTagDialog } from "@/components/workspace/tags/resource-tag-dialog";
+import { TagChipList } from "@/components/workspace/tags/tag-chip";
+import { TagSearchBar } from "@/components/workspace/tags/tag-search-bar";
 import { useTheme } from "@/contexts/ThemeContext";
 import {
   Dialog,
@@ -24,9 +28,9 @@ import {
 import { Input } from "@/components/ui/input";
 import { Textarea } from "@/components/ui/textarea";
 import {
+  useAdminRecommendedQuestions,
   useCreateRecommendedQuestion,
   useDeleteRecommendedQuestion,
-  useRecommendedQuestions,
   useReorderRecommendedQuestions,
   useUpdateRecommendedQuestion,
 } from "@/core/recommended-questions/hooks";
@@ -65,7 +69,7 @@ export default function RecommendedQuestionsPage({
   embedded?: boolean;
 } = {}) {
   const { theme } = useTheme();
-  const { questions, isLoading, error } = useRecommendedQuestions();
+  const { questions, isLoading, error } = useAdminRecommendedQuestions();
   const createMutation = useCreateRecommendedQuestion();
   const updateMutation = useUpdateRecommendedQuestion();
   const deleteMutation = useDeleteRecommendedQuestion();
@@ -75,11 +79,31 @@ export default function RecommendedQuestionsPage({
   const [formTitle, setFormTitle] = useState("");
   const [formContent, setFormContent] = useState("");
   const [deleteTarget, setDeleteTarget] = useState<RecommendedQuestion | null>(null);
+  const [tagTarget, setTagTarget] = useState<RecommendedQuestion | null>(null);
 
   // drag state
   const [dragIndex, setDragIndex] = useState<number | null>(null);
   const [dragOverIndex, setDragOverIndex] = useState<number | null>(null);
 
+  // 名称 / 标签搜索
+  const [search, setSearch] = useState("");
+  const [tagIds, setTagIds] = useState<string[]>([]);
+
+  const isFiltering = search.trim() !== "" || tagIds.length > 0;
+  const needle = search.trim().toLowerCase();
+  const visibleQuestions = isFiltering
+    ? questions.filter((q) => {
+        const matchesText =
+          needle === "" ||
+          q.title.toLowerCase().includes(needle) ||
+          q.content.toLowerCase().includes(needle);
+        const matchesTags =
+          tagIds.length === 0 ||
+          (q.tags ?? []).some((t) => tagIds.includes(t.id));
+        return matchesText && matchesTags;
+      })
+    : questions;
+
   function openAdd() {
     setFormTitle("");
     setFormContent("");
@@ -200,6 +224,16 @@ export default function RecommendedQuestionsPage({
         </Button>
       </div>
 
+      {!isLoading && !error && questions.length > 0 && (
+        <TagSearchBar
+          targetType="recommended_question"
+          searchPlaceholder="搜索标题 / 内容"
+          onSearchChange={setSearch}
+          tagIds={tagIds}
+          onTagIdsChange={setTagIds}
+        />
+      )}
+
       {isLoading ? (
         <div className="flex items-center justify-center py-16">
           <Loader2Icon className="text-muted-foreground size-6 animate-spin" />
@@ -216,15 +250,19 @@ export default function RecommendedQuestionsPage({
             添加第一个问题
           </Button>
         </div>
+      ) : visibleQuestions.length === 0 ? (
+        <div className="text-muted-foreground flex flex-col items-center gap-3 rounded-xl border border-dashed py-16 text-sm dark:text-[#7FACF2] dark:!border-[#213F62]">
+          <p>没有匹配的推荐问题</p>
+        </div>
       ) : (
         <div className="flex flex-col gap-2 ">
-          {questions.map((q, index) => (
+          {visibleQuestions.map((q, index) => (
             <div
               key={q.id}
-              draggable
-              onDragStart={() => handleDragStart(index)}
-              onDragOver={(e) => handleDragOver(e, index)}
-              onDrop={() => handleDrop(index)}
+              draggable={!isFiltering}
+              onDragStart={() => !isFiltering && handleDragStart(index)}
+              onDragOver={(e) => !isFiltering && handleDragOver(e, index)}
+              onDrop={() => !isFiltering && handleDrop(index)}
               onDragEnd={() => {
                 setDragIndex(null);
                 setDragOverIndex(null);
@@ -235,7 +273,13 @@ export default function RecommendedQuestionsPage({
                   : "border-[#e4e4e7]"
               }`}
             >
-              <GripVerticalIcon className="text-muted-foreground/40 mt-0.5 size-4 shrink-0 cursor-grab active:cursor-grabbing dark:text-[#566B7F]" />
+              <GripVerticalIcon
+                className={`text-muted-foreground/40 mt-0.5 size-4 shrink-0 dark:text-[#566B7F] ${
+                  isFiltering
+                    ? "cursor-not-allowed opacity-40"
+                    : "cursor-grab active:cursor-grabbing"
+                }`}
+              />
               <div className="min-w-0 flex-1">
                 <div className="truncate text-sm font-medium text-[#18181b] dark:text-white">
                   {q.title}
@@ -243,8 +287,21 @@ export default function RecommendedQuestionsPage({
                 <div className="text-muted-foreground mt-0.5 line-clamp-2 text-xs dark:text-[#7FACF2]">
                   {q.content}
                 </div>
+                {(q.tags?.length ?? 0) > 0 && (
+                  <TagChipList tags={q.tags!} className="mt-2" />
+                )}
               </div>
               <div className="flex shrink-0 items-center gap-1">
+                <Button
+                  variant="ghost"
+                  size="icon"
+                  className="size-7"
+                  onClick={() => setTagTarget(q)}
+                  disabled={isSaving}
+                  title="打标签（按岗位分发）"
+                >
+                  <TagIcon className="size-3.5" />
+                </Button>
                 <Button
                   variant="ghost"
                   size="icon"
@@ -308,6 +365,17 @@ export default function RecommendedQuestionsPage({
         </DialogContent>
       </Dialog>
 
+      {/* 打标签弹窗（按岗位分发推荐问题） */}
+      {tagTarget && (
+        <ResourceTagDialog
+          open={tagTarget !== null}
+          onOpenChange={(o) => !o && setTagTarget(null)}
+          targetType="recommended_question"
+          targetId={tagTarget.id}
+          title={`为「${tagTarget.title}」打标签`}
+        />
+      )}
+
       {/* 删除确认弹窗 */}
       <Dialog
         open={deleteTarget !== null}

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/StrategyRoutes.tsx

@@ -1,4 +1,4 @@
-import { Navigate, Route, Routes } from "react-router-dom";
+import { Navigate, Route, Routes, useParams } from "react-router-dom";
 import { Toaster } from "sonner";
 
 import { SidebarProvider } from "@/components/ui/sidebar";
@@ -19,6 +19,8 @@ import BusinessChainListPage from "@/roundtable-planning/pages/BusinessChainList
 import BusinessChainEditorPage from "@/roundtable-planning/pages/BusinessChainEditorPage";
 import "@/roundtable-planning/styles/roundtable-planning.css";
 import AgentChatPage from "./AgentChatPage";
+import { AgentModuleRoutes } from "./AgentModulePage";
+import { AGENT_MODULES } from "@/components/workspace/agents/agent-module-sidebar";
 import AgentsPage from "./AgentsPage";
 import BusinessChainMappingPage from "./BusinessChainMappingPage";
 import ChatPage from "./ChatPage";
@@ -41,6 +43,7 @@ import ScheduledTaskRunDetailPage from "./ScheduledTaskRunDetailPage";
 import ScheduledTasksPage from "./ScheduledTasksPage";
 import SkillEvolutionPage from "./SkillEvolutionPage";
 import SkillsPage from "./SkillsPage";
+import PositionsPage from "./PositionsPage";
 import TagsPage from "./TagsPage";
 import UsersPage from "./UsersPage";
 import LlmMetricsPage from "./LlmMetricsPage";
@@ -48,6 +51,20 @@ import AdminScheduledTasksPage from "./AdminScheduledTasksPage";
 import AdminUserActivityPage from "./AdminUserActivityPage";
 import { ChatRuntime } from "./WorkspaceRoutes";
 
+/**
+ * 任务深链：把智能体问答嵌进「任务管理」布局。读路由参数 agent_id，给 AgentChatPage
+ * 传入以 taskBase 为前缀的对话路由（开新会话 / URL 改写都停留在任务管理上下文，
+ * 侧边栏保持对应业务高亮）。
+ */
+function TaskEmbeddedAgentChat({ taskBase }: { taskBase: string }) {
+  const { agent_id } = useParams<{ agent_id: string }>();
+  return (
+    <ChatRuntime>
+      <AgentChatPage chatBasePath={`${taskBase}/agent/${agent_id}/chats`} />
+    </ChatRuntime>
+  );
+}
+
 export default function StrategyRoutes() {
   return (
     <RouteBaseProvider value="/page/strategy">
@@ -75,6 +92,10 @@ export default function StrategyRoutes() {
               }
             />
 
+            {/* 需求 0616 #3/#4：zzJC / zzXD 「按类型聚合」模块页（重做，独立路由）。 */}
+            <Route path="qa/zzjc/*" element={<AgentModuleRoutes module={AGENT_MODULES.zzjc} />} />
+            <Route path="qa/zzxd/*" element={<AgentModuleRoutes module={AGENT_MODULES.zzxd} />} />
+
             <Route path="task-management" element={<TaskManagement />}>
               <Route index element={<Navigate to="xk-task-jc" replace />} />
               <Route
@@ -107,6 +128,21 @@ export default function StrategyRoutes() {
                   />
                 }
               />
+              {/* 任务深链（3qfx / 3qfx-A）：把智能体问答 / 会商嵌进 3QFX 业务上下文。 */}
+              <Route
+                path="plan-task-sentiment/roundtable"
+                element={
+                  <ChatRuntime>
+                    <RoundtablePlanningPage />
+                  </ChatRuntime>
+                }
+              />
+              <Route
+                path="plan-task-sentiment/agent/:agent_id/chats/:thread_id"
+                element={
+                  <TaskEmbeddedAgentChat taskBase="/page/strategy/task-management/plan-task-sentiment" />
+                }
+              />
               <Route
                 path="plan-task/plan-task-fx"
                 element={
@@ -117,6 +153,21 @@ export default function StrategyRoutes() {
                   />
                 }
               />
+              {/* 任务深链（rwfx / rwfx-A）：嵌进 任务FX 业务上下文。 */}
+              <Route
+                path="plan-task/plan-task-fx/roundtable"
+                element={
+                  <ChatRuntime>
+                    <RoundtablePlanningPage />
+                  </ChatRuntime>
+                }
+              />
+              <Route
+                path="plan-task/plan-task-fx/agent/:agent_id/chats/:thread_id"
+                element={
+                  <TaskEmbeddedAgentChat taskBase="/page/strategy/task-management/plan-task/plan-task-fx" />
+                }
+              />
               <Route
                 path="plan-task/plan-task-action"
                 element={
@@ -127,6 +178,21 @@ export default function StrategyRoutes() {
                   />
                 }
               />
+              {/* 任务深链（xdfx / xdfx-A）：嵌进 XDFX 业务上下文。 */}
+              <Route
+                path="plan-task/plan-task-action/roundtable"
+                element={
+                  <ChatRuntime>
+                    <RoundtablePlanningPage />
+                  </ChatRuntime>
+                }
+              />
+              <Route
+                path="plan-task/plan-task-action/agent/:agent_id/chats/:thread_id"
+                element={
+                  <TaskEmbeddedAgentChat taskBase="/page/strategy/task-management/plan-task/plan-task-action" />
+                }
+              />
               <Route path="mnty-task-mechanism" element={<TaskTyFrom defaultPage="iframeXdty" title="XDTY任务" />} />
               <Route path="mnty-task-plan" element={<TaskTyFrom defaultPage="iframeFaty" title="方案TY任务" />} />
               <Route path="mnty-task-zsty" element={<TaskTyFrom defaultPage="iframeSysystem" title="XXTY任务" />} />
@@ -289,6 +355,16 @@ export default function StrategyRoutes() {
               path="admin/tags"
               element={<TagsPage />}
             />
+            <Route
+              path="admin/positions"
+              element={
+                getStoredAuth()?.system_role === "admin" ? (
+                  <PositionsPage />
+                ) : (
+                  <Navigate to="/page/workspace/chats/new" replace />
+                )
+              }
+            />
           </Routes>
         </div>
       </SidebarProvider>

frontend-web/src/pages/StudioNotebookDetailPage.tsx

@@ -210,8 +210,15 @@ function SourcesDialog({
 }
 
 // ── 主页面 ──────────────────────────────────────────────
-export default function StudioNotebookDetailPage() {
-  const { notebookId } = useParams<{ notebookId: string }>();
+export default function StudioNotebookDetailPage({
+  notebookId: notebookIdProp,
+}: {
+  /** 内嵌使用（如课题研究右侧）时直接传入；缺省则从路由参数取。 */
+  notebookId?: number;
+} = {}) {
+  const params = useParams<{ notebookId: string }>();
+  const notebookId =
+    notebookIdProp != null ? String(notebookIdProp) : params.notebookId;
   const { theme } = useTheme(); // 跳转「我的空间」时带上当前主题 key
   const { notebooks, isLoading, token: studioToken } = useStudioNotebooks(); // token 用于跳转 callback
   const { models } = useModels();

frontend-web/src/pages/StudioNotebooksPage.tsx

@@ -44,21 +44,17 @@ function NotebookCard({
   isDark,
   onRename,
   onDelete,
+  onOpen,
 }: {
   nb: StudioNotebook;
   isDark: boolean;
   onRename: (nb: StudioNotebook) => void;
   onDelete: (nb: StudioNotebook) => void;
+  /** 传入则点击卡片回调（内嵌打开），不再路由跳转。 */
+  onOpen?: (id: number) => void;
 }) {
-  return (
-    <div
-      className={`group relative flex flex-col rounded-[20px] transition-colors ${isDark ? "bg-[#1e2330] hover:bg-[#262c3b]" : "bg-[#f2f2f2] hover:bg-[#e8e8e8]"}`}
-      style={{ minHeight: 180 }}
-    >
-      <Link
-        to={`/page/workspace/studio/notebooks/${nb.id}`}
-        className="flex flex-1 flex-col p-5"
-      >
+  const inner = (
+    <>
         <div className="flex items-start justify-between">
           <div className="flex size-11 items-center justify-center text-3xl leading-none select-none">
             {nb.avatar_url ? (
@@ -76,7 +72,27 @@ function NotebookCard({
           </span>
           <span className={`text-[13px] ${isDark ? "text-[#8b93a7]" : "text-[#666]"}`}>{nb.source_count} 个来源</span>
         </div>
-      </Link>
+    </>
+  );
+
+  return (
+    <div className={`group relative flex flex-col rounded-[20px] transition-colors ${isDark ? "bg-[#1e2330] hover:bg-[#262c3b]" : "bg-[#f2f2f2] hover:bg-[#e8e8e8]"}`} style={{ minHeight: 180 }}>
+      {onOpen ? (
+        <button
+          type="button"
+          onClick={() => onOpen(nb.id)}
+          className="flex flex-1 flex-col p-5 text-left"
+        >
+          {inner}
+        </button>
+      ) : (
+        <Link
+          to={`/page/workspace/studio/notebooks/${nb.id}`}
+          className="flex flex-1 flex-col p-5"
+        >
+          {inner}
+        </Link>
+      )}
 
       {/* three-dot menu — absolute so it doesn't shift layout */}
       <div className="absolute right-4 top-4">
@@ -108,7 +124,12 @@ function NotebookCard({
   );
 }
 
-export default function StudioNotebooksPage() {
+export default function StudioNotebooksPage({
+  onOpenNotebook,
+}: {
+  /** 内嵌使用（课题研究右侧）时传入：点击空间卡片回调，不跳路由。 */
+  onOpenNotebook?: (id: number) => void;
+} = {}) {
   const { notebooks, isLoading, isError } = useStudioNotebooks();
   const { theme } = useTheme();
   const isDark = theme === "dark";
@@ -216,6 +237,7 @@ export default function StudioNotebooksPage() {
               isDark={isDark}
               onRename={(nb) => { setRenameTarget(nb); setRenameName(nb.name); setRenameError(""); }}
               onDelete={(nb) => { setDeleteTarget(nb); setDeleteError(""); }}
+              onOpen={onOpenNotebook}
             />
           ))}
       </div>

frontend-web/src/pages/WorkspaceRoutes.tsx

@@ -1,5 +1,5 @@
 import type { CSSProperties, ReactNode } from 'react';
-import { Navigate, Route, Routes, useParams } from 'react-router-dom';
+import { Navigate, Route, Routes, useLocation, useParams } from 'react-router-dom';
 
 import { getStoredAuth } from '@/core/auth';
 
@@ -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';
@@ -39,6 +40,7 @@ import AdminUserActivityPage from './AdminUserActivityPage';
 import AdminMemoryPage from './AdminMemoryPage';
 import AdminUserHubPage from './AdminUserHubPage';
 import TagsPage from './TagsPage';
+import PositionsPage from './PositionsPage';
 import RecommendedQuestionsPage from './RecommendedQuestionsPage';
 import AIWritingPage from '@/open-canvas/pages/AIWritingPage';
 import StudioNotebooksPage from './StudioNotebooksPage';
@@ -87,6 +89,10 @@ export function WorkspaceLayout({
   insetOverflowHidden?: boolean;
   pageSidebarDark?: boolean;
 }) {
+  // 全量模式下通用问答（/page/workspace/chats*）的历史侧栏默认展开；其余紧凑页
+  // （如智能体对话，为聊天区更宽而默认收起）维持原默认。
+  const isGeneralQa = useLocation().pathname.startsWith("/page/workspace/chats");
+
   const pageSidebarWidth = pageSidebarHidden
     ? '0rem'
     : pageSidebarDark
@@ -113,7 +119,9 @@ export function WorkspaceLayout({
       }
       key={String(compactWorkspaceSidebar)}
       data-page-sidebar-collapsed={pageSidebarCollapsed}
-      defaultOpen={defaultHistorySidebarOpen ?? !compactWorkspaceSidebar}
+      defaultOpen={
+        defaultHistorySidebarOpen ?? (isGeneralQa || !compactWorkspaceSidebar)
+      }
     >
       {!workspaceSidebarHidden && (
         <WorkspaceSidebar compactChrome={compactWorkspaceSidebar} />
@@ -139,6 +147,21 @@ export function ChatRuntime({ children }: { children: ReactNode }) {
   );
 }
 
+/**
+ * 通用问答新对话内容区：默认渲染 ChatPage；当 URL 带 ``?agent=<id>``（点击左栏
+ * 「常用智能体」时由侧边栏写入）时，**在右侧问答区原地嵌入**该智能体的对话页
+ * （AgentChatPage），路由仍停留在 /chats/new，不跳转出去、不更换左侧栏。
+ * key 绑定 location.key —— 每次点击（即便同一 agent）都重开一个干净的会话。
+ */
+function NewChatContent() {
+  const location = useLocation();
+  const agentId = new URLSearchParams(location.search).get('agent');
+  if (agentId) {
+    return <AgentChatPage key={`${agentId}:${location.key}`} embeddedAgentId={agentId} />;
+  }
+  return <ChatPage />;
+}
+
 function NewChatEntryRoute({
   layoutProps,
 }: {
@@ -157,7 +180,7 @@ function NewChatEntryRoute({
   return (
     <WorkspaceLayout {...layoutProps} defaultHistorySidebarOpen>
       <ChatRuntime>
-        <ChatPage />
+        <NewChatContent />
       </ChatRuntime>
     </WorkspaceLayout>
   );
@@ -475,6 +498,18 @@ export default function WorkspaceRoutes({
             </WorkspaceLayout>
           }
         />
+        <Route
+          path="admin/positions"
+          element={
+            getStoredAuth()?.system_role === 'admin' ? (
+              <WorkspaceLayout {...layoutProps}>
+                <PositionsPage />
+              </WorkspaceLayout>
+            ) : (
+              <Navigate to="/page/workspace/chats/new" replace />
+            )
+          }
+        />
         <Route
           path="settings/recommended-questions"
           element={
@@ -523,6 +558,18 @@ 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/roundtable-planning/components/BusinessChainListDialog.tsx

@@ -29,6 +29,7 @@ import {
   DialogTitle,
 } from "@/components/ui/dialog";
 import { cn } from "@/lib/utils";
+import { useDesensitizeSubtree } from "@/roundtable-planning/lib/use-desensitize-subtree";
 
 import { listAgents } from "@/core/agents";
 
@@ -212,9 +213,11 @@ export function BusinessChainListDialog({
   onOpenChange,
   onConfigure,
 }: BusinessChainListDialogProps) {
+  // 整片脱敏：弹窗内链条列表（链条名/描述/席位名/标题）。
+  const dzRef = useDesensitizeSubtree<HTMLDivElement>();
   return (
     <Dialog open={open} onOpenChange={onOpenChange}>
-      <DialogContent className="flex max-h-[85vh] flex-col gap-0 sm:max-w-2xl">
+      <DialogContent ref={dzRef} className="flex max-h-[85vh] flex-col gap-0 sm:max-w-2xl">
         <DialogHeader className="shrink-0">
           <DialogTitle className="flex items-center gap-2">
             <LayersIcon className="size-5 text-primary" />

frontend-web/src/roundtable-planning/components/BusinessChainPicker.tsx

@@ -26,6 +26,7 @@ import {
 import { Button } from "@/components/ui/button";
 import { DialogFooter } from "@/components/ui/dialog";
 import { cn } from "@/lib/utils";
+import { useDesensitizeSubtree } from "@/roundtable-planning/lib/use-desensitize-subtree";
 import { listAgents } from "@/core/agents";
 
 import { filterRecommendCandidates } from "../api/recommend";
@@ -161,9 +162,12 @@ export function BusinessChainPicker({
     onConfirm({ agents, mode: "chain", chain: chainMeta });
   };
 
+  // 整片脱敏：链条卡片区（链条名/描述/席位智能体名）。输入框不受影响（Hook 跳过）。
+  const dzRef = useDesensitizeSubtree<HTMLElement>();
+
   return (
     <>
-      <section className="flex-1 min-h-0 flex flex-col overflow-hidden">
+      <section ref={dzRef} className="flex-1 min-h-0 flex flex-col overflow-hidden">
         {/* 筛选：我的 / 公共 */}
         <div className="mb-2 flex shrink-0 items-center gap-1 self-start rounded-lg border border-border bg-muted/40 p-0.5">
           {(["mine", "public"] as const).map((s) => (

frontend-web/src/roundtable-planning/components/DagFlowChart.tsx

@@ -21,6 +21,7 @@
  */
 import { CheckIcon, ChevronRightIcon, Loader2Icon } from "lucide-react";
 
+import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 
 import { getAvatar } from "./Avatars";
@@ -137,7 +138,7 @@ export function DagFlowChart({
                   return (
                     <FlowNode
                       key={agentId}
-                      label={meta.name}
+                      label={desensitize(meta.name)}
                       avatarType={meta.avatarType}
                       state={state}
                       compact={compact}

frontend-web/src/roundtable-planning/components/DagFlowMiniPanel.tsx

@@ -20,6 +20,7 @@
 import { useCallback, useEffect, useRef, useState } from "react";
 import { CheckIcon, Loader2Icon, Network, X } from "lucide-react";
 
+import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 
 import { getAvatar } from "./Avatars";
@@ -400,7 +401,7 @@ export function DagFlowMiniPanel({
                     return (
                       <MiniNode
                         key={agentId}
-                        label={meta.name}
+                        label={desensitize(meta.name)}
                         avatarType={meta.avatarType}
                         state={state}
                       />

frontend-web/src/roundtable-planning/components/DispatchChainModal.tsx

@@ -26,6 +26,7 @@ import {
   DialogHeader,
   DialogTitle,
 } from "@/components/ui/dialog";
+import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 
 import { getAvatar } from "./Avatars";
@@ -236,7 +237,7 @@ export function DispatchChainModal({
                     done={node.state === "done"}
                   />
                   <FlowNode
-                    label={node.name}
+                    label={desensitize(node.name)}
                     avatarType={node.avatarType}
                     state={node.state}
                     order={node.order}
@@ -277,7 +278,7 @@ export function DispatchChainModal({
                 <div key={d.id} className="flex gap-2.5">
                   <div className="shrink-0">{getAvatar(avatarForDialogue(d), "h-7 w-7")}</div>
                   <div className="min-w-0 flex-1">
-                    <div className="mb-0.5 text-xs font-semibold text-foreground/80">{d.name}</div>
+                    <div className="mb-0.5 text-xs font-semibold text-foreground/80">{desensitize(d.name)}</div>
                     <div className="prose prose-sm max-w-none break-words text-sm leading-relaxed text-foreground/80 dark:prose-invert">
                       <MarkdownContent>{d.content || "…"}</MarkdownContent>
                     </div>

frontend-web/src/roundtable-planning/components/HighFidelityReport.tsx

@@ -32,6 +32,7 @@ import {
   type ThreadIdMap,
 } from "@/roundtable-planning/api/multi-agent";
 import { ConsensusDocxDownloadButton } from "@/roundtable-planning/components/ConsensusDocxDownloadButton";
+import { desensitize } from "@/lib/desensitize";
 import { markdownComponents } from "@/roundtable-planning/components/markdown-components";
 import {
   Step3ReportMode,
@@ -707,7 +708,7 @@ export const HighFidelityReport: React.FC<HighFidelityReportProps> = ({
                         lit ? "text-slate-800 dark:text-foreground" : "text-slate-400 dark:text-muted-foreground",
                       )}
                     >
-                      {seat.displayName}
+                      {desensitize(seat.displayName)}
                     </span>
                     <span className="block truncate text-[9.5px] font-mono text-slate-400 dark:text-muted-foreground">
                       {lit ? `${seat.delivery!.length} 字` : "无交付"}
@@ -771,7 +772,7 @@ export const HighFidelityReport: React.FC<HighFidelityReportProps> = ({
                   {consensusText ? (
                     <div className="text-xs text-slate-700 leading-relaxed dark:text-foreground/80">
                       <ReactMarkdown remarkPlugins={[remarkGfm]} components={markdownComponents}>
-                        {consensusText}
+                        {desensitize(consensusText)}
                       </ReactMarkdown>
                     </div>
                   ) : (
@@ -830,7 +831,7 @@ export const HighFidelityReport: React.FC<HighFidelityReportProps> = ({
                         {getAvatar(seat.avatarType, "h-5.5 w-5.5")}
                       </span>
                       <span className="text-xs font-black text-slate-800 truncate dark:text-foreground">
-                        {seat.displayName}
+                        {desensitize(seat.displayName)}
                       </span>
                     </div>
                     <span className="text-[10px] text-slate-400 font-mono shrink-0 dark:text-muted-foreground">
@@ -858,7 +859,7 @@ export const HighFidelityReport: React.FC<HighFidelityReportProps> = ({
                             remarkPlugins={[remarkGfm]}
                             components={markdownComponents}
                           >
-                            {seat.delivery!}
+                            {desensitize(seat.delivery!)}
                           </ReactMarkdown>
                         ) : (
                           <p className="text-[11px] text-slate-400 italic dark:text-muted-foreground">该席位暂无交付内容。</p>

frontend-web/src/roundtable-planning/components/MessageBubble.tsx

@@ -18,6 +18,7 @@ import ReactMarkdown from "react-markdown";
 import remarkGfm from "remark-gfm";
 import { BrainIcon, ChevronDownIcon, Loader2 } from "lucide-react";
 
+import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 
 export interface MessageBubbleProps {
@@ -58,7 +59,8 @@ export function MessageBubble({
                 senderNameClassName,
               )}
             >
-              {senderName}
+              {/* 智能体名称需脱敏（消息列表里唯一要脱敏的就是名称）。 */}
+              {desensitize(senderName)}
             </span>
             {badge && (
               <span className="roundtable-chat-meta font-mono font-black uppercase text-[var(--brand-900)] bg-[var(--brand-200)] border border-red-200 px-1.5 py-0.2 rounded">
@@ -190,6 +192,7 @@ export const sharedMarkdownComponents = {
  * 便捷封装:用 sharedMarkdownComponents + remarkGfm 渲染 markdown。
  * 大多数 caller 都不需要再覆盖任何 components,直接用这个就好。
  */
+// 消息列表正文**不脱敏**（仅名称脱敏）；MarkdownContent 是会商对话气泡正文渲染器，故原文渲染。
 export function MarkdownContent({ children }: { children: string }) {
   return (
     <ReactMarkdown remarkPlugins={[remarkGfm]} components={sharedMarkdownComponents}>

frontend-web/src/roundtable-planning/components/ParallelSeatStrip.tsx

@@ -11,6 +11,7 @@
  */
 import { CheckIcon, Loader2Icon, XIcon } from "lucide-react";
 
+import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 import { getAvatar } from "@/roundtable-planning/components/Avatars";
 import type { ParallelSeatView } from "@/roundtable-planning/hooks/useStep2Orchestration";
@@ -42,7 +43,7 @@ export function ParallelSeatStrip({ batch, selectedSeats, onToggleSeat }: Parall
               key={seat.agentId}
               type="button"
               onClick={() => onToggleSeat(seat.agentId)}
-              title={`${seat.displayName}${isSelected ? "（主区显示中）" : "（点击在主区显示）"}`}
+              title={`${desensitize(seat.displayName)}${isSelected ? "（主区显示中）" : "（点击在主区显示）"}`}
               className={cn(
                 "relative shrink-0 rounded-full transition",
                 isSelected ? "ring-2 ring-primary ring-offset-1" : "ring-1 ring-transparent hover:ring-slate-300",

frontend-web/src/roundtable-planning/components/RecommendAgentsDialog.tsx

@@ -23,6 +23,7 @@ import {
 import { Button } from "@/components/ui/button";
 import { listAgents, type Agent } from "@/core/agents";
 import { useTheme } from "@/contexts/ThemeContext";
+import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 
 import {
@@ -1122,7 +1123,7 @@ function AgentCard({
       </span>
       <div className="flex-1 min-w-0">
         <div className="flex items-center gap-2 flex-wrap">
-          <div className="font-medium text-sm truncate">{candidate.name || candidate.agent_id}</div>
+          <div className="font-medium text-sm truncate">{desensitize(candidate.name || candidate.agent_id)}</div>
           {recommended && (
             <span className="text-[10px] px-1.5 py-0.5 rounded bg-purple-500/10 text-purple-700 dark:text-purple-300 font-medium">
               推荐
@@ -1131,12 +1132,12 @@ function AgentCard({
         </div>
         {candidate.description && (
           <div className="text-xs text-muted-foreground mt-0.5 line-clamp-2">
-            {candidate.description}
+            {desensitize(candidate.description)}
           </div>
         )}
         {reason ? (
           <div className="text-xs text-primary/80 mt-1 italic">
-            <span className="font-medium not-italic">推荐理由:</span> {reason}
+            <span className="font-medium not-italic">推荐理由:</span> {desensitize(reason)}
           </div>
         ) : streaming ? (
           <div className="text-xs text-muted-foreground mt-1 italic">正在生成推荐理由...</div>

frontend-web/src/roundtable-planning/components/Step1Panel.tsx

@@ -56,6 +56,7 @@ import { ScrollToBottomButton } from "@/roundtable-planning/components/ScrollToB
 import { useAutoScroll } from "@/roundtable-planning/hooks/useAutoScroll";
 import { useDialogueSpeedMetrics } from "@/roundtable-planning/hooks/useDialogueSpeedMetrics";
 import type { InteractiveMessage } from "@/roundtable-planning/hooks/useStep1Intent";
+import { useDesensitizeSubtree } from "@/roundtable-planning/lib/use-desensitize-subtree";
 import { splitInlineReasoning } from "@/roundtable-planning/lib/reasoning";
 import { splitIntentReadyBlock } from "@/roundtable-planning/lib/roundtable-constants";
 import type {
@@ -149,10 +150,13 @@ export function Step1Panel(props: Step1PanelProps) {
     setAttachedFiles([]);
   };
 
+  // 顶部标题栏整片脱敏（消息列表正文在下方，不在此容器内，保持原文）。
+  const headerDzRef = useDesensitizeSubtree<HTMLDivElement>();
+
   return (
     <div className="flex-1 flex flex-col min-h-0">
       {/* Dialogue Header */}
-      <div className="shrink-0 px-6 py-4.5 border-b border-slate-100 flex items-center justify-between bg-slate-50/50">
+      <div ref={headerDzRef} className="shrink-0 px-6 py-4.5 border-b border-slate-100 flex items-center justify-between bg-slate-50/50">
         <div className="flex items-center gap-2">
           <MessageSquare className="w-4.5 h-4.5 text-primary" strokeWidth={2.5} />
           <h3 className="text-sm font-extrabold text-slate-900">

frontend-web/src/roundtable-planning/components/Step2Panel.tsx

@@ -81,6 +81,8 @@ import {
   getAvatarTypeFor,
   type RoleEntry,
 } from "@/roundtable-planning/lib/roundtable-constants";
+import { desensitize } from "@/lib/desensitize";
+import { useDesensitizeSubtree } from "@/roundtable-planning/lib/use-desensitize-subtree";
 import { splitInlineReasoning } from "@/roundtable-planning/lib/reasoning";
 import type { ClarificationPayload } from "@/roundtable-planning/api/multi-agent";
 
@@ -405,10 +407,13 @@ export function Step2Panel(props: Step2PanelProps) {
     isOrchestrating ||
     step2RoundtableDialogues.some((dialogue) => dialogue.streaming === true);
 
+  // 顶部标题栏整片脱敏（消息列表正文不在此容器，保持原文）。
+  const headerDzRef = useDesensitizeSubtree<HTMLDivElement>();
+
   const chatBody = (
     <>
       {/* Headline */}
-      <div className="shrink-0 px-6 py-4.5 border-b border-slate-100 flex items-center justify-between bg-white shadow-sm">
+      <div ref={headerDzRef} className="shrink-0 px-6 py-4.5 border-b border-slate-100 flex items-center justify-between bg-white shadow-sm">
         <div className="flex items-center gap-2">
           <Cpu className="w-5 h-5 text-primary" strokeWidth={2.5} />
           <div>
@@ -584,7 +589,7 @@ export function Step2Panel(props: Step2PanelProps) {
                       />
                     ) : (
                       <div className="py-6 text-center text-xs text-slate-400">
-                        {seat.displayName} · 等待输出…
+                        {desensitize(seat.displayName)} · 等待输出…
                       </div>
                     )}
                   </div>
@@ -599,7 +604,7 @@ export function Step2Panel(props: Step2PanelProps) {
                   <span className="roundtable-chat-meta font-medium text-slate-600">
                     仅显示{" "}
                     <span className="font-bold text-primary">
-                      {seatFilterLabel(seatFilter)}
+                      {desensitize(seatFilterLabel(seatFilter))}
                     </span>{" "}
                     的发言
                   </span>
@@ -615,7 +620,7 @@ export function Step2Panel(props: Step2PanelProps) {
               )}
               {seatFilter && visibleDialogues.length === 0 ? (
                 <div className="py-10 text-center text-xs text-slate-400">
-                  没有匹配「{seatFilterLabel(seatFilter)}」的消息
+                  没有匹配「{desensitize(seatFilterLabel(seatFilter))}」的消息
                 </div>
               ) : (
                 visibleDialogues.map((msg) => (
@@ -878,7 +883,7 @@ export function Step2Message({
       title={
         isAvatarSelected
           ? "取消筛选,显示全部发言"
-          : `只看 ${msg.sender} 的发言`
+          : `只看 ${desensitize(msg.sender)} 的发言`
       }
       className={cn(
         "shrink-0 cursor-pointer rounded-full transition hover:opacity-80 focus:outline-none focus-visible:ring-2 focus-visible:ring-primary/60",

frontend-web/src/roundtable-planning/components/Step2SandboxLayout.tsx

@@ -116,6 +116,8 @@ export function Step2SandboxLayout({
           threadId={previewThreadId}
           onClose={artifactsFill && onArtifactsClose ? handleArtifactsClose : undefined}
           allowVirtualMarkdownEdit
+          // 会商「消息列表沙箱」按需求不脱敏产物内容（用户要拿原始文件）。
+          disableDesensitize
         />
       ) : (
         <div className="relative flex size-full justify-center">

frontend-web/src/roundtable-planning/components/Step3DashboardMode.tsx

@@ -35,6 +35,7 @@ import {
 } from "lucide-react";
 
 import { useLocalSettings } from "@/core/settings";
+import { desensitizeDeep } from "@/lib/desensitize";
 import type { DraftStep3Snapshot } from "@/roundtable-planning/api/drafts";
 import { DashboardApp } from "@/roundtable-planning/dashboard/DashboardApp";
 import { adaptReportData } from "@/roundtable-planning/dashboard/data-context";
@@ -101,10 +102,12 @@ export function Step3DashboardMode({
   } = dashboard;
 
   // 真实数据（report-json）：优先本轮实时生成，其次草稿快照。应用渲染/网页渲染共用。
-  const report = useMemo(
-    () => dashboard.data ?? parseReportJson(savedReport?.dashboardJson ?? null),
-    [dashboard.data, savedReport?.dashboardJson],
-  );
+  // 整体深度脱敏后再渲染——大屏（DashboardApp）与自包含 HTML（iframe/新窗口/分享/下载）
+  // 都从这份 report 派生，故在此一处脱敏即覆盖大屏的所有展示文本（会商页非沙箱内容需脱敏）。
+  const report = useMemo(() => {
+    const raw = dashboard.data ?? parseReportJson(savedReport?.dashboardJson ?? null);
+    return raw ? desensitizeDeep(raw) : raw;
+  }, [dashboard.data, savedReport?.dashboardJson]);
 
   // 应用渲染用的大屏数据（不传则 DashboardApp 回落 DEMO）。
   const dashboardData = useMemo(

frontend-web/src/roundtable-planning/components/Step3ReportMode.tsx

@@ -44,6 +44,7 @@ import { ConsensusDocxDownloadButton } from "@/roundtable-planning/components/Co
 import { ScrollToBottomButton } from "@/roundtable-planning/components/ScrollToBottomButton";
 import { Step2Message } from "@/roundtable-planning/components/Step2Panel";
 import { Step2SandboxLayout } from "@/roundtable-planning/components/Step2SandboxLayout";
+import { desensitize } from "@/lib/desensitize";
 import { markdownComponents } from "@/roundtable-planning/components/markdown-components";
 import type { DraftStep3Snapshot } from "@/roundtable-planning/api/drafts";
 import { Step3DashboardMode } from "@/roundtable-planning/components/Step3DashboardMode";
@@ -407,7 +408,7 @@ export function Step3ReportMode({
         >
           {consensusText ? (
             <ReactMarkdown remarkPlugins={[remarkGfm]} components={markdownComponents}>
-              {consensusText}
+              {desensitize(consensusText)}
             </ReactMarkdown>
           ) : (
             <p className="text-xs text-slate-400 italic">暂无总控结论。</p>
@@ -773,14 +774,14 @@ function SeatDeliveriesView({ seatDeliveries }: { seatDeliveries: SeatDelivery[]
             >
               <div className="flex items-center gap-2 min-w-0">
                 <ListOrdered className="w-3.5 h-3.5 text-slate-400 shrink-0" />
-                <span className="text-[11.5px] font-bold text-slate-800 truncate">{seat.sender}</span>
+                <span className="text-[11.5px] font-bold text-slate-800 truncate">{desensitize(seat.sender)}</span>
               </div>
               <span className="text-[10px] text-slate-400 font-mono shrink-0">{seat.content.length} 字</span>
             </button>
             {open && (
               <div className="px-4 py-3 text-xs text-slate-700 leading-relaxed border-t border-slate-100 bg-white">
                 <ReactMarkdown remarkPlugins={[remarkGfm]} components={markdownComponents}>
-                  {seat.content || "(空)"}
+                  {desensitize(seat.content || "(空)")}
                 </ReactMarkdown>
               </div>
             )}

frontend-web/src/roundtable-planning/components/Step3SummaryMode.tsx

@@ -51,6 +51,7 @@ import {
 import { ScrollToBottomButton } from "@/roundtable-planning/components/ScrollToBottomButton";
 import { Step2Message } from "@/roundtable-planning/components/Step2Panel";
 import { Step2SandboxLayout } from "@/roundtable-planning/components/Step2SandboxLayout";
+import { desensitize } from "@/lib/desensitize";
 import { markdownComponents } from "@/roundtable-planning/components/markdown-components";
 import type { ModelOption } from "@/roundtable-planning/components/Step3ReportMode";
 import type { DraftStep3SummarySnapshot } from "@/roundtable-planning/api/drafts";
@@ -449,7 +450,7 @@ export function Step3SummaryMode({
         >
           {consensusText ? (
             <ReactMarkdown remarkPlugins={[remarkGfm]} components={markdownComponents}>
-              {consensusText}
+              {desensitize(consensusText)}
             </ReactMarkdown>
           ) : (
             <p className="text-xs text-slate-400 italic">暂无总控结论。</p>
@@ -846,14 +847,14 @@ function SeatDeliveriesView({ seatDeliveries }: { seatDeliveries: SeatDelivery[]
             >
               <div className="flex items-center gap-2 min-w-0">
                 <FileText className="w-3.5 h-3.5 text-slate-400 shrink-0" />
-                <span className="text-[11.5px] font-bold text-slate-800 truncate">{seat.sender}</span>
+                <span className="text-[11.5px] font-bold text-slate-800 truncate">{desensitize(seat.sender)}</span>
               </div>
               <span className="text-[10px] text-slate-400 font-mono shrink-0">{seat.content.length} 字</span>
             </button>
             {open && (
               <div className="px-4 py-3 text-xs text-slate-700 leading-relaxed border-t border-slate-100 bg-white">
                 <ReactMarkdown remarkPlugins={[remarkGfm]} components={markdownComponents}>
-                  {seat.content || "(空)"}
+                  {desensitize(seat.content || "(空)")}
                 </ReactMarkdown>
               </div>
             )}

frontend-web/src/roundtable-planning/lib/step-display.tsx

@@ -24,6 +24,7 @@ import {
 
 import { ChainOfThoughtSearchResult } from "@/components/ai-elements/chain-of-thought";
 import { CodeBlock } from "@/components/ai-elements/code-block";
+import { desensitize } from "@/lib/desensitize";
 import { MarkdownContent } from "@/roundtable-planning/components/MessageBubble";
 
 /**
@@ -52,7 +53,7 @@ export function renderStepArgs(
       return (
         <>
           {displayName && (
-            <ChainOfThoughtSearchResult>{displayName}</ChainOfThoughtSearchResult>
+            <ChainOfThoughtSearchResult>{desensitize(displayName)}</ChainOfThoughtSearchResult>
           )}
           {task && (
             <div className="roundtable-chat-message mt-1 max-h-64 overflow-y-auto rounded-md border border-slate-200 bg-white px-2.5 py-1 text-slate-600">

frontend-web/src/roundtable-planning/lib/use-desensitize-subtree.ts

@@ -0,0 +1,67 @@
+/**
+ * 区域级脱敏 Hook —— 把某个容器（DOM 子树）里的**所有文本节点**做脱敏，
+ * 用于「左/右侧面板 + 顶部标题」这类需要整片脱敏的区域：静态标题、动态内容、
+ * 嵌套子组件文本一并覆盖，无需逐串包 `desensitize()`（那样易漏、难维护）。
+ *
+ * 用法：`const ref = useDesensitizeSubtree<HTMLDivElement>(); <section ref={ref}>…</section>`。
+ *
+ * 设计要点：
+ *  - 只读改文本节点（display-only），不碰 `<input>/<textarea>` 的 value、不改 React 状态/回传值；
+ *  - `desensitize` 幂等（替换词不再命中词表），MutationObserver 重入安全；改写前先 disconnect 防自触发循环；
+ *  - 想在区域内**保留原文**（如内嵌沙箱/消息列表），给该子树根加 `data-no-desensitize` 属性即可跳过。
+ *
+ * 注意：**不要**用它包「消息列表正文」或「沙箱产物预览」——这两处按需求保持原文，
+ * 应作为独立容器、不挂本 Hook（智能体名称的脱敏单独在 MessageBubble 的 senderName 处理）。
+ */
+import { useEffect, useRef } from "react";
+
+import { desensitize } from "@/lib/desensitize";
+
+const _SKIP_TAGS = new Set(["SCRIPT", "STYLE", "TEXTAREA", "INPUT", "IFRAME", "CODE", "PRE"]);
+
+export function useDesensitizeSubtree<T extends HTMLElement>() {
+  const ref = useRef<T | null>(null);
+
+  useEffect(() => {
+    const root = ref.current;
+    if (!root || typeof MutationObserver === "undefined") return;
+
+    let observer: MutationObserver | null = null;
+
+    const apply = () => {
+      const walker = document.createTreeWalker(root, NodeFilter.SHOW_TEXT, {
+        acceptNode(node) {
+          const parent = node.parentElement;
+          if (!parent) return NodeFilter.FILTER_REJECT;
+          if (_SKIP_TAGS.has(parent.tagName)) return NodeFilter.FILTER_REJECT;
+          // 显式标记 data-no-desensitize 的子树保留原文（如内嵌沙箱）。
+          if (parent.closest("[data-no-desensitize]")) return NodeFilter.FILTER_REJECT;
+          return NodeFilter.FILTER_ACCEPT;
+        },
+      });
+      const edits: Array<[Text, string]> = [];
+      let current = walker.nextNode();
+      while (current) {
+        const textNode = current as Text;
+        const original = textNode.nodeValue ?? "";
+        if (original.trim()) {
+          const masked = desensitize(original);
+          if (masked !== original) edits.push([textNode, masked]);
+        }
+        current = walker.nextNode();
+      }
+      if (edits.length === 0) return;
+      // 改写期间停掉观察，避免自身改动再次触发，改完恢复。
+      observer?.disconnect();
+      for (const [textNode, masked] of edits) textNode.nodeValue = masked;
+      observer?.observe(root, { subtree: true, childList: true, characterData: true });
+    };
+
+    apply();
+    observer = new MutationObserver(() => apply());
+    observer.observe(root, { subtree: true, childList: true, characterData: true });
+    return () => observer?.disconnect();
+  });
+
+  return ref;
+}

frontend-web/src/roundtable-planning/pages/BusinessChainEditorPage.tsx

@@ -63,6 +63,7 @@ import {
 import { CSS } from "@dnd-kit/utilities";
 
 import { cn } from "@/lib/utils";
+import { useDesensitizeSubtree } from "@/roundtable-planning/lib/use-desensitize-subtree";
 import { TagSearchBar } from "@/components/workspace/tags/tag-search-bar";
 import { listAgents } from "@/core/agents";
 
@@ -134,6 +135,8 @@ type ActiveDrag =
 export default function BusinessChainEditorPage() {
   const navigate = useNavigate();
   const [searchParams] = useSearchParams();
+  // 整片脱敏：链条配置页展示文本（链条名/描述/席位名/标题）。可编辑的 input/textarea 不脱敏（Hook 跳过），保证编辑用原文。
+  const dzRef = useDesensitizeSubtree<HTMLDivElement>();
 
   // ─── 数据 ────────────────────────────────────────────────────────────
   const [pool, setPool] = useState<RecommendCandidate[]>([]);
@@ -804,7 +807,7 @@ export default function BusinessChainEditorPage() {
   );
 
   return (
-    <div className="flex h-full min-h-0 flex-col bg-muted/40 text-foreground">
+    <div ref={dzRef} className="flex h-full min-h-0 flex-col bg-muted/40 text-foreground">
       {/* 顶栏 */}
       <header className="flex shrink-0 flex-wrap items-center gap-3 border-b border-border bg-card px-6 py-3">
         <button

frontend-web/src/roundtable-planning/pages/BusinessChainListPage.tsx

@@ -62,6 +62,7 @@ import {
 } from "@/components/ui/dialog";
 import { useRouteNavigate } from "@/core/route-base";
 import { cn } from "@/lib/utils";
+import { useDesensitizeSubtree } from "@/roundtable-planning/lib/use-desensitize-subtree";
 
 import { deleteChain, listChains, setChainPublic, type ChainScope } from "../api/chains";
 import { chainTagClasses, type BusinessChain } from "../lib/business-chain";
@@ -79,6 +80,8 @@ const BRAND =
 
 export default function BusinessChainListPage() {
   const navigate = useRouteNavigate();
+  // 整片脱敏：链条列表页展示文本（链条名/描述/席位名/标题）。
+  const dzRef = useDesensitizeSubtree<HTMLDivElement>();
 
   // 进入编辑器：带 chainId = 打开并切到该链条；不带 = 空白新建。
   // 路径写 workspace base，`useRouteNavigate` 会按当前路由 base 改写。
@@ -233,7 +236,7 @@ export default function BusinessChainListPage() {
   }, [chains, search, sortBy]);
 
   return (
-    <div className="flex h-full min-h-0 w-full flex-col bg-zinc-50/60 font-sans text-zinc-900 antialiased dark:bg-[#0C1836] dark:text-[#C5CFE0]">
+    <div ref={dzRef} className="flex h-full min-h-0 w-full flex-col bg-zinc-50/60 font-sans text-zinc-900 antialiased dark:bg-[#0C1836] dark:text-[#C5CFE0]">
       {/* 顶栏：标题 + 描述 + 新建链条 */}
       <header className="shrink-0 border-b border-zinc-200/80 bg-white/85 px-6 py-4 backdrop-blur-md dark:border-[#1A2F5A] dark:bg-[#122347]/80">
         <div className="mx-auto flex w-full max-w-7xl flex-col gap-4 md:flex-row md:items-center md:justify-between">

frontend-web/src/roundtable-planning/pages/RoundtablePlanningPage.tsx

@@ -38,6 +38,7 @@ import {
   Cpu,
   Download,
   History,
+  Layers,
   ListOrdered,
   Loader2,
   Pencil,
@@ -54,7 +55,9 @@ import {
 import { useTheme } from "@/contexts/ThemeContext";
 import { useArtifacts } from "@/components/workspace/artifacts";
 import { useSidebarSafe } from "@/components/ui/sidebar";
+import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
+import { useDesensitizeSubtree } from "@/roundtable-planning/lib/use-desensitize-subtree";
 import { useModels } from "@/core/models/hooks";
 
 import { getAvatar, Man1Avatar, RobotAvatar } from "@/roundtable-planning/components/Avatars";
@@ -98,6 +101,7 @@ import {
 } from "@/roundtable-planning/lib/seat-filter";
 import {
   buildChainSeatSelection,
+  type BusinessChain,
   type SeatSelectionResult,
 } from "@/roundtable-planning/lib/business-chain";
 import { DEFAULT_SEAT_MODE, type SeatMode } from "@/roundtable-planning/lib/seat-mode";
@@ -110,7 +114,8 @@ import {
   startJobKeepalive,
 } from "@/roundtable-planning/api/roundtable-jobs";
 import { useRoundtableJobNotifier } from "@/roundtable-planning/components/RoundtableJobNotifier";
-import { getChain } from "@/roundtable-planning/api/chains";
+import { getChain, listChains } from "@/roundtable-planning/api/chains";
+import { useRoundtableDrafts } from "@/roundtable-planning/hooks/useRoundtableDrafts";
 import { filterRecommendCandidates } from "@/roundtable-planning/api/recommend";
 import { listAgents } from "@/core/agents";
 import { listBusinessMappings } from "@/strategy-components/api/business-mapping";
@@ -776,6 +781,34 @@ export default function RoundtablePlanningPage() {
     [buildCurrentStep2Snapshot, drafts, mergeActiveRun, step2, step3Report, triggerToast],
   );
 
+  // 需求 0616 #2：Step1 左栏点击某条业务链 → 仅**勾选**该链（不直接进 Step 2）。
+  // 复用 autoChainResult 机制：用户在第一步完成意图澄清后，点「进入多智能体研讨」时
+  // onEnterRoundtable 的 `if (autoChainResult)` 分支会据此跳过选链弹窗、按该链进研讨。
+  // 再次点击同一条链 = 取消勾选。
+  const handleSelectChainFromSidebar = useCallback(
+    async (chain: BusinessChain) => {
+      if (autoChainResult?.chain?.id === chain.id) {
+        setAutoChainResult(null);
+        triggerToast(`已取消业务链「${chain.title}」`);
+        return;
+      }
+      try {
+        const agents = await listAgents().catch(() => []);
+        const candidates = filterRecommendCandidates(agents);
+        const result = buildChainSeatSelection(chain, candidates);
+        if (!result) {
+          triggerToast("⚠️ 该业务链条暂无法选用（匹配到的席位不足）");
+          return;
+        }
+        setAutoChainResult(result);
+        triggerToast(`✅ 已选择业务链「${chain.title}」，完成第一步澄清后点「进入多智能体研讨」`);
+      } catch {
+        triggerToast("❌ 选择业务链失败，请重试");
+      }
+    },
+    [autoChainResult, triggerToast],
+  );
+
   // ─── 会商自动化串联（模块 C） ──────────────────────────────────
   // 消费 prefill 后清掉 history state，避免刷新 / 后退重放自动开跑与自动选链。
   useEffect(() => {
@@ -1147,6 +1180,8 @@ export default function RoundtablePlanningPage() {
   // 真正建好的窗口里，用它让历史记录显示「挂起中」（作业建好后转 queued/running，由后端状态接管）。
   // resetToStep1 不卸载本页，故该 state 跨「跳转」存活。
   const [pendingSuspendIds, setPendingSuspendIds] = useState<Set<string>>(() => new Set());
+  // 整片脱敏：顶部页头（步骤导航 / 历史记录 / 标题等）的所有文本。
+  const headerDzRef = useDesensitizeSubtree<HTMLElement>();
   const markPendingSuspend = useCallback((draftId: string) => {
     setPendingSuspendIds((prev) => {
       const next = new Set(prev);
@@ -1446,7 +1481,7 @@ export default function RoundtablePlanningPage() {
       )}
 
       {/* HEADER */}
-      <header className="relative z-[40] flex shrink-0 items-center justify-between gap-4 border-b border-slate-100 bg-white px-6 py-3 shadow-[0_1px_3px_rgba(0,0,0,0.02)] dark:border-border dark:bg-card dark:shadow-none">
+      <header ref={headerDzRef} className="relative z-[40] flex shrink-0 items-center justify-between gap-4 border-b border-slate-100 bg-white px-6 py-3 shadow-[0_1px_3px_rgba(0,0,0,0.02)] dark:border-border dark:bg-card dark:shadow-none">
         <StepNavigation
           currentStep={currentStep}
           intentReady={step1.intentReady}
@@ -1557,6 +1592,9 @@ export default function RoundtablePlanningPage() {
           onSelectStep2Run={handleSelectStep2Run}
           seatFilter={seatFilter}
           setSeatFilter={setSeatFilter}
+          selectedChainId={autoChainResult?.chain?.id ?? null}
+          onSelectChain={handleSelectChainFromSidebar}
+          onOpenDraft={drafts.handleLoadDraft}
         />
 
         {/* MIDDLE VIEWPORT */}
@@ -2056,6 +2094,12 @@ interface LeftSidebarProps {
   /** 第二步「按席位筛选会商记录」—— 点角色卡片筛选,与中间消息头像共用。 */
   seatFilter: SeatFilter | null;
   setSeatFilter: React.Dispatch<React.SetStateAction<SeatFilter | null>>;
+  /** 需求 0616 #2：当前已勾选的业务链 id（高亮用），来自 autoChainResult.chain.id。 */
+  selectedChainId: string | null;
+  /** 需求 0616 #2：Step1 落地左栏「业务链」点击 → 勾选该链（不直接进研讨）。 */
+  onSelectChain: (chain: BusinessChain) => void;
+  /** 需求 0616 #2：Step1 落地左栏「分析记录」点击 → 打开历史会商分析（加载草稿）。 */
+  onOpenDraft: (draftId: string) => void;
 }
 
 function Step2SandboxSidebarSync({
@@ -2097,7 +2141,13 @@ function LeftSidebar({
   onSelectStep2Run,
   seatFilter,
   setSeatFilter,
+  selectedChainId,
+  onSelectChain,
+  onOpenDraft,
 }: LeftSidebarProps) {
+  // 整片脱敏：左侧面板（任务概览/参与角色/人工参与等）的所有文本——标题、动态内容、
+  // 嵌套子组件文本一并脱敏。消息列表与沙箱是另外的容器，不挂此 Hook，保持原文。
+  const dzRef = useDesensitizeSubtree<HTMLElement>();
   const isStep2 = currentStep === 2;
   // 仅第二步可按席位筛选会商记录;点中已选则取消(回到显示全部)。
   const toggleSeatFilter = (filter: SeatFilter) =>
@@ -2109,6 +2159,7 @@ function LeftSidebar({
 
   return (
     <section
+      ref={dzRef}
       id="left-sidebar"
       className={cn(
         "shrink-0 flex flex-col gap-3 overflow-y-auto pr-1 transition-[width] duration-200 ease-out",
@@ -2223,28 +2274,147 @@ function LeftSidebar({
           </>
         )
       ) : (
-        <>
-          <TaskOverviewCard currentStep={currentStep} />
-
-          <div className="bg-white border border-slate-200/50 rounded-2xl p-4 shadow-[0_2px_8px_rgba(0,0,0,0.01)] flex-1 flex flex-col min-h-[300px]">
-            <div className="flex items-center gap-2 border-b border-slate-100 pb-2.5 mb-3">
-              <Users className="w-4 h-4 text-primary" strokeWidth={2.5} />
-              <h2 className="text-xs font-bold text-slate-900 uppercase tracking-widest">参与角色</h2>
-            </div>
-            <div className="space-y-2.5 overflow-y-auto flex-1 pr-1 custom-scrollbar">
-              {roles.map((role) => (
-                <RoleRow key={role.id} role={role} agentNameToRole={agentNameToRole} />
-              ))}
-            </div>
-          </div>
-
-          <HumanParticipationCard />
-        </>
+        // Step 1（落地，未开始研讨）：左栏改为业务链 + 分析记录入口（需求 0616 #2）。
+        <RoundtableEntryRail
+          selectedChainId={selectedChainId}
+          onSelectChain={onSelectChain}
+          onOpenDraft={onOpenDraft}
+        />
       )}
     </section>
   );
 }
 
+/**
+ * 需求 0616 #2：多智能体会商 Step1（落地）左栏入口栏。
+ *  - 业务链：仅公共链条（``listChains("public")``）前 3 个；点击以该链席位启动会商。
+ *  - 分析记录：圆桌历史草稿（``useRoundtableDrafts``）；点击打开对应历史会商分析。
+ * 进入研讨（Step 2/3）后左栏恢复为「参与角色 / 任务概览」工作面板。
+ */
+function RoundtableEntryRail({
+  selectedChainId,
+  onSelectChain,
+  onOpenDraft,
+}: {
+  selectedChainId: string | null;
+  onSelectChain: (chain: BusinessChain) => void;
+  onOpenDraft: (draftId: string) => void;
+}) {
+  const [chains, setChains] = useState<BusinessChain[]>([]);
+  const { drafts: records, refresh } = useRoundtableDrafts();
+
+  useEffect(() => {
+    let cancelled = false;
+    void listChains("public")
+      .then((all) => {
+        if (!cancelled) setChains(all.slice(0, 3));
+      })
+      .catch(() => {
+        /* 业务链非关键，静默忽略 */
+      });
+    void refresh();
+    return () => {
+      cancelled = true;
+    };
+  }, [refresh]);
+
+  const formatTime = (value: string) => {
+    const date = new Date(value);
+    if (Number.isNaN(date.getTime())) return "";
+    return date.toLocaleString("zh-CN", {
+      month: "2-digit",
+      day: "2-digit",
+      hour: "2-digit",
+      minute: "2-digit",
+      hour12: false,
+    });
+  };
+
+  return (
+    <>
+      {/* 业务链（公共，前 3 个） */}
+      <div className="bg-white border border-slate-200/50 rounded-2xl p-4 shadow-[0_2px_8px_rgba(0,0,0,0.01)]">
+        <div className="flex items-center gap-2 border-b border-slate-100 pb-2.5 mb-3">
+          <Layers className="w-4 h-4 text-primary" strokeWidth={2.5} />
+          <h2 className="text-xs font-bold text-slate-900 uppercase tracking-widest">业务链</h2>
+        </div>
+        {chains.length === 0 ? (
+          <p className="text-xs text-slate-400 py-1.5">暂无公共业务链</p>
+        ) : (
+          <div className="space-y-2">
+            {chains.map((chain) => {
+              const selected = selectedChainId === chain.id;
+              return (
+                <button
+                  key={chain.id}
+                  type="button"
+                  onClick={() => onSelectChain(chain)}
+                  title={selected ? "再次点击取消勾选" : `勾选业务链「${chain.title}」`}
+                  aria-pressed={selected}
+                  className={cn(
+                    "w-full rounded-xl border p-2.5 text-left transition-colors",
+                    selected
+                      ? "border-primary/40 bg-primary/5"
+                      : "border-slate-100 bg-slate-50/60 hover:border-primary/30 hover:bg-white",
+                  )}
+                >
+                  <div className="flex items-center justify-between gap-2">
+                    <span
+                      className={cn(
+                        "truncate text-xs font-extrabold",
+                        selected ? "text-primary" : "text-slate-800",
+                      )}
+                    >
+                      {chain.title}
+                    </span>
+                    {selected ? (
+                      <Check className="h-3.5 w-3.5 shrink-0 text-primary" />
+                    ) : (
+                      <ChevronRight className="h-3.5 w-3.5 shrink-0 text-slate-400" />
+                    )}
+                  </div>
+                  <div className="mt-1 text-[10px] font-semibold text-slate-400">
+                    {chain.seats.length} 个席位
+                    {selected ? " · 已选" : ""}
+                  </div>
+                </button>
+              );
+            })}
+          </div>
+        )}
+      </div>
+
+      {/* 分析记录（圆桌历史草稿） */}
+      <div className="bg-white border border-slate-200/50 rounded-2xl p-4 shadow-[0_2px_8px_rgba(0,0,0,0.01)] flex-1 flex flex-col min-h-[200px]">
+        <div className="flex items-center gap-2 border-b border-slate-100 pb-2.5 mb-3">
+          <History className="w-4 h-4 text-primary" strokeWidth={2.5} />
+          <h2 className="text-xs font-bold text-slate-900 uppercase tracking-widest">分析记录</h2>
+        </div>
+        {records.length === 0 ? (
+          <p className="text-xs text-slate-400 py-1.5">暂无分析记录</p>
+        ) : (
+          <div className="space-y-2 overflow-y-auto flex-1 pr-1 custom-scrollbar">
+            {records.map((rec) => (
+              <button
+                key={rec.id}
+                type="button"
+                onClick={() => onOpenDraft(rec.id)}
+                title={rec.title}
+                className="w-full rounded-xl border border-slate-100 bg-slate-50/60 p-2.5 text-left transition-colors hover:border-primary/20 hover:bg-white"
+              >
+                <div className="truncate text-xs font-bold text-slate-700">{rec.title}</div>
+                <div className="mt-1 text-[10px] font-semibold text-slate-400">
+                  {formatTime(rec.updatedAt)}
+                </div>
+              </button>
+            ))}
+          </div>
+        )}
+      </div>
+    </>
+  );
+}
+
 function Step2RunSwitcher({
   runs,
   activeRunId,
@@ -2869,14 +3039,14 @@ function RoleAvatarBadge({
   );
 
   if (!clickable) {
-    return <div title={`${role.name} · ${role.status}`}>{inner}</div>;
+    return <div title={`${desensitize(role.name)} · ${role.status}`}>{inner}</div>;
   }
   return (
     <button
       type="button"
       onClick={onSelect}
       aria-pressed={active}
-      title={active ? "取消筛选,显示全部发言" : `只看 ${role.name} 的发言`}
+      title={active ? "取消筛选,显示全部发言" : `只看 ${desensitize(role.name)} 的发言`}
       className="shrink-0 cursor-pointer rounded-full transition hover:opacity-80 focus:outline-none focus-visible:ring-2 focus-visible:ring-primary/60"
     >
       {inner}
@@ -2916,7 +3086,7 @@ function RoleRow({
         clickable
           ? active
             ? "取消筛选,显示全部发言"
-            : `只看 ${role.name} 的发言`
+            : `只看 ${desensitize(role.name)} 的发言`
           : undefined
       }
       onClick={onSelect}
@@ -2946,7 +3116,7 @@ function RoleRow({
         <RoleAvatarBadge role={role} agentNameToRole={agentNameToRole} size="h-10 w-10" />
         <div className="flex min-w-0 flex-col gap-0.5">
           <span className="truncate text-sm font-bold leading-5 tracking-tight text-slate-800">
-            {role.name}
+            {desensitize(role.name)}
           </span>
           {role.type === "agent" && (
             <span className="text-[11px] text-primary font-medium leading-4">AI 智能体</span>
@@ -3016,10 +3186,13 @@ function RightSidebar({
   triggerToast,
   onSaveIntent,
 }: RightSidebarProps) {
+  // 整片脱敏：右侧面板（推荐模型 / 意图摘要 / 澄清记录）所有文本。
+  const dzRef = useDesensitizeSubtree<HTMLElement>();
   // Step 2 侧栏内容已迁至左侧;Step 3 沿用原逻辑不展示右侧栏。
   if (currentStep !== 1) return null;
   return (
     <section
+      ref={dzRef}
       id="right-sidebar"
       className="w-[300px] shrink-0 flex flex-col gap-4 overflow-y-auto pl-1"
     >

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 {
   getActiveThirdLevelItems,
   type MenuItem,
@@ -131,6 +132,8 @@ 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。
@@ -278,6 +281,11 @@ 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(