diff --git a/frontend-web/src/components/workspace/user-identity-badge.tsx b/frontend-web/src/components/workspace/user-identity-badge.tsx
new file mode 100644
index 00000000..5929040e
--- /dev/null
+++ b/frontend-web/src/components/workspace/user-identity-badge.tsx
@@ -0,0 +1,54 @@
+"use client";
+
+import { User } from "lucide-react";
+import { useMemo } from "react";
+
+import { getStoredAuth } from "@/core/auth";
+import { useMyPosition } from "@/core/positions";
+import { cn } from "@/lib/utils";
+import { readUserInfo } from "@/strategy-components/lib/light-app";
+
+/**
+ * 名称 + 岗位 用户标识。全量模式由 strategy-components/Header.tsx 顶栏右侧展示；
+ * 紧凑模式（不带全局顶栏）无处承载，故抽成共享组件，复用同一套数据来源
+ * （`readUserInfo().userName` 优先、回退 auth 邮箱前缀；岗位取 `useMyPosition`），
+ * 供页面级顶栏（如 ChatPage）右侧复用，保证两套布局一致。
+ *
+ * 配色按当前内容区前景色（foreground / muted-foreground），适配聊天页浅底顶栏，
+ * 而非 Header 的白字贴 banner 方案。
+ */
+export function UserIdentityBadge({ className }: { className?: string }) {
+  const auth = getStoredAuth();
+  const { data: myPosition } = useMyPosition();
+  const positionName = myPosition?.name?.trim() || "";
+
+  // 与 Header.tsx 一致：外部登录写入的真实用户名优先，缺省回退邮箱前缀。
+  const displayName = useMemo(() => {
+    const info = readUserInfo();
+    const name = typeof info.userName === "string" ? info.userName.trim() : "";
+    if (name) return name;
+    const email = auth?.email?.trim();
+    return email ? email.split("@")[0] : "用户";
+  }, [auth?.email]);
+
+  return (
+    <div
+      className={cn("flex shrink-0 items-center gap-2", className)}
+      title={positionName ? `${displayName}·${positionName}` : displayName}
+    >
+      <div className="bg-muted text-muted-foreground flex size-7 shrink-0 items-center justify-center rounded-full">
+        <User className="size-3.5" />
+      </div>
+      <div className="hidden min-w-0 text-left sm:block">
+        <p className="text-foreground truncate text-sm font-medium leading-tight">
+          {displayName}
+        </p>
+        {positionName && (
+          <p className="text-muted-foreground truncate text-[11px] leading-tight">
+            {positionName}
+          </p>
+        )}
+      </div>
+    </div>
+  );
+}
diff --git a/frontend-web/src/pages/ChatPage.tsx b/frontend-web/src/pages/ChatPage.tsx
index 81f21b66..b1c24df3 100644
--- a/frontend-web/src/pages/ChatPage.tsx
+++ b/frontend-web/src/pages/ChatPage.tsx
@@ -27,6 +27,7 @@ import { QuestionNavigator } from "@/components/workspace/question-navigator";
 import { ThreadTitle } from "@/components/workspace/thread-title";
 import { TodoList } from "@/components/workspace/todo-list";
 import { TokenUsageIndicator } from "@/components/workspace/token-usage-indicator";
+import { UserIdentityBadge } from "@/components/workspace/user-identity-badge";
 import { Welcome } from "@/components/workspace/welcome";
 import { CompactWelcome } from "@/components/workspace/compact-welcome";
 import { readSidebarEnabled } from "@/core/page-layout/sidebar-enabled";
@@ -481,6 +482,17 @@ export default function ChatPage() {
               <ExportTrigger threadId={threadId} />
               <KnowledgeSaveTrigger threadId={threadId} />
               <ArtifactTrigger />
+              {/* 不带全局顶栏（紧凑模式）时，名称+岗位回落到聊天页顶栏右侧，
+                  与全量模式 Header 右上角保持一致。全量模式已有顶栏则不重复展示。 */}
+              {!compactChrome && (
+                <>
+                  <div
+                    className="bg-border/70 mx-1 h-6 w-px shrink-0"
+                    aria-hidden
+                  />
+                  <UserIdentityBadge />
+                </>
+              )}
             </div>
           </header>
           <main className="flex min-h-0 max-w-full grow flex-col">
diff --git a/frontend-web/src/strategy-components/components/task-components/TaskFxWorkspace.tsx b/frontend-web/src/strategy-components/components/task-components/TaskFxWorkspace.tsx
index e251a68b..8813e37c 100644
--- a/frontend-web/src/strategy-components/components/task-components/TaskFxWorkspace.tsx
+++ b/frontend-web/src/strategy-components/components/task-components/TaskFxWorkspace.tsx
@@ -2,7 +2,7 @@
  * 任务深链（rwfx / 任务FX）的「任务工作区」：一个任务挂多个对话（1:N）。
  *
  *   左侧 = 该任务下的对话列表（按 metadata.taskId 过滤）+「新建对话」；
- *   右下角 = 常驻浮层红色按钮（编辑 / 下一步 / 清除任务记录），absolute 定位，时刻可见、不被内容挤走；
+ *   右下角 = 常驻浮动操作条（编辑 / 下一步 / 清除任务记录），absolute 定位，时刻可见、不被内容挤走；
  *   右侧 = <Outlet/> 渲染选中的对话（AgentChatPage，新建对话顶部带目的树闸门面板）。
  *
  *   - 进入 chats 索引：有历史 → 跳最新；无历史 → 跳 new（=新建，走闸门）。
@@ -61,44 +61,69 @@ function TaskConversationsList({ taskId, chatsBase }: { taskId: string; chatsBas
   const currentThreadId = useMemo(() => parseThreadId(pathname, chatsBase), [pathname, chatsBase]);
 
   return (
-    <div className="border-border/70 bg-card/40 flex w-60 shrink-0 flex-col border-r">
-      <div className="border-border/70 border-b p-2">
-        <Button size="sm" className="w-full" onClick={() => navigate(`${chatsBase}/new`)}>
+    <div className="bg-background/85 border-border/70 flex w-64 shrink-0 flex-col border-r shadow-[12px_0_30px_-30px_rgba(15,23,42,0.45)] backdrop-blur-xl dark:border-[#1b477e]/70 dark:bg-[#061b35]/82">
+      <div className="border-border/70 border-b p-3 dark:border-[#1b477e]/70">
+        <div className="mb-2 flex items-center justify-between gap-2">
+          <div className="min-w-0">
+            <div className="text-foreground text-sm font-semibold">任务对话</div>
+            <div className="text-muted-foreground mt-0.5 text-xs tabular-nums">
+              {isLoading ? "同步中" : `${threads.length} 个会话`}
+            </div>
+          </div>
+        </div>
+        <Button
+          size="sm"
+          className="h-9 w-full bg-[var(--color-main)] text-white shadow-sm hover:bg-[var(--brand-950)]"
+          onClick={() => navigate(`${chatsBase}/new`)}
+        >
           <PlusSquare className="h-4 w-4" /> 新建对话
         </Button>
       </div>
 
-      <div className="min-h-0 flex-1 overflow-y-auto p-1.5">
+      <div className="min-h-0 flex-1 overflow-y-auto p-2">
         {isLoading ? (
-          <div className="text-muted-foreground p-2 text-sm">加载中…</div>
+          <div className="text-muted-foreground rounded-md border border-dashed p-3 text-center text-sm dark:border-[#1b477e]/60">
+            加载中…
+          </div>
         ) : threads.length === 0 ? (
-          <div className="text-muted-foreground p-2 text-sm">暂无对话</div>
+          <div className="text-muted-foreground rounded-md border border-dashed p-3 text-center text-sm dark:border-[#1b477e]/60">
+            暂无对话
+          </div>
         ) : (
           threads.map((thread) => (
             <button
               key={thread.thread_id}
               onClick={() => navigate(`${chatsBase}/${thread.thread_id}`)}
               className={cn(
-                "hover:bg-accent flex w-full items-center gap-2 rounded px-2 py-1.5 text-left text-sm",
-                thread.thread_id === currentThreadId && "bg-accent font-medium",
+                "group relative flex w-full items-center gap-2 rounded-md px-2.5 py-2 text-left text-sm transition-colors",
+                "hover:bg-[var(--bg-color)] dark:hover:bg-[#0d2a4d]/85",
+                thread.thread_id === currentThreadId &&
+                  "bg-[var(--bg-color)] font-medium text-[var(--color-main)] shadow-sm dark:bg-[#0d2a4d] dark:text-[#9fe3ff]",
               )}
               title={desensitize(titleOfThread(thread, "新对话"))}
             >
-              <MessageSquare className="h-3.5 w-3.5 shrink-0" />
+              <span
+                className={cn(
+                  "absolute inset-y-2 left-0 w-0.5 rounded-full bg-transparent transition-colors",
+                  thread.thread_id === currentThreadId && "bg-[var(--color-main)] dark:bg-[#64cdf5]",
+                )}
+              />
+              <MessageSquare className="text-muted-foreground group-hover:text-foreground h-3.5 w-3.5 shrink-0" />
               <span className="truncate">{desensitize(titleOfThread(thread, "新对话"))}</span>
             </button>
           ))
         )}
       </div>
+      <TaskActionsPanel taskId={taskId} />
     </div>
   );
 }
 
 /**
- * 右下角常驻红色操作浮层：编辑 / 下一步 / 清除任务记录。
- * absolute 定位在工作区右侧面板内，z-40，时刻可见、不被聊天内容挤走。
+ * 左侧任务栏底部操作区：编辑 / 下一步 / 清除任务记录。
+ * 跟随任务对话面板布局，不再覆盖右侧聊天输入框。
  */
-function TaskFloatingActions({ taskId }: { taskId: string }) {
+function TaskActionsPanel({ taskId }: { taskId: string }) {
   const [clearOpen, setClearOpen] = useState(false);
   const [clearing, setClearing] = useState(false);
 
@@ -123,32 +148,43 @@ function TaskFloatingActions({ taskId }: { taskId: string }) {
 
   return (
     <>
-      <div className="pointer-events-none absolute bottom-4 right-4 z-40 flex flex-col items-end gap-2">
-        <Button
-          size="sm"
-          variant="destructive"
-          className="pointer-events-auto shadow-lg"
-          onClick={() => openExternal(buildTreemapEditUrl(taskId), "编辑")}
-        >
-          <ExternalLink className="h-3.5 w-3.5" /> 编辑
-        </Button>
-        <Button
-          size="sm"
-          variant="destructive"
-          className="pointer-events-auto shadow-lg"
-          onClick={() => openExternal(buildTreemapNextUrl(taskId), "下一步")}
-        >
-          <ArrowRight className="h-3.5 w-3.5" /> 下一步
-        </Button>
-        <Button
-          size="sm"
-          variant="destructive"
-          className="pointer-events-auto shadow-lg"
-          onClick={() => setClearOpen(true)}
-          disabled={!taskId}
-        >
-          <Trash2 className="h-3.5 w-3.5" /> 清除任务记录
-        </Button>
+      <div className="border-border/70 shrink-0 border-t p-3 dark:border-[#1b477e]/70">
+        <div className="rounded-md border border-[var(--card-border)] bg-background/80 p-2 shadow-sm dark:border-[#2b8ffe]/45 dark:bg-[#0b2546]/72">
+          <div className="text-muted-foreground mb-2 px-1 text-xs font-medium">
+            任务操作
+          </div>
+          <div className="grid grid-cols-2 gap-2">
+            <Button
+              size="sm"
+              variant="outline"
+              className="h-8 border-[var(--card-border)] bg-background/80 text-[var(--color-main)] hover:bg-[var(--bg-color)] hover:text-[var(--color-main)] dark:border-[#2b8ffe]/50 dark:bg-[#0b2546]/80 dark:text-[#bde9ff] dark:hover:bg-[#10375f]"
+              onClick={() => openExternal(buildTreemapEditUrl(taskId), "编辑")}
+              disabled={!taskId}
+              title="编辑任务"
+            >
+              <ExternalLink className="h-3.5 w-3.5" /> 编辑
+            </Button>
+            <Button
+              size="sm"
+              className="h-8 bg-[var(--color-main)] text-white shadow-[0_8px_18px_-12px_var(--color-main)] hover:bg-[var(--brand-950)]"
+              onClick={() => openExternal(buildTreemapNextUrl(taskId), "下一步")}
+              disabled={!taskId}
+              title="进入下一步"
+            >
+              下一步 <ArrowRight className="h-3.5 w-3.5" />
+            </Button>
+            <Button
+              size="sm"
+              variant="ghost"
+              className="col-span-2 h-8 text-muted-foreground hover:bg-destructive/10 hover:text-destructive dark:text-[#ccd2da] dark:hover:bg-[#5c0011]/35"
+              onClick={() => setClearOpen(true)}
+              disabled={!taskId}
+              title="清除任务记录"
+            >
+              <Trash2 className="h-3.5 w-3.5" /> 清除记录
+            </Button>
+          </div>
+        </div>
       </div>
 
       <Dialog open={clearOpen} onOpenChange={(o) => !clearing && setClearOpen(o)}>
@@ -173,7 +209,7 @@ function TaskFloatingActions({ taskId }: { taskId: string }) {
   );
 }
 
-/** 任务工作区布局：左列表 + 右 Outlet + 右下角常驻红色操作浮层。 */
+/** 任务工作区布局：左列表 + 右 Outlet。 */
 export function TaskFxWorkspace({ taskBase }: { taskBase: string }) {
   const { taskId, chatsBase } = useChatsBase(taskBase);
   // 预拉配置，保证「编辑/下一步」的同步 URL 构造能读到缓存。
@@ -185,7 +221,6 @@ export function TaskFxWorkspace({ taskBase }: { taskBase: string }) {
       <TaskConversationsList taskId={taskId} chatsBase={chatsBase} />
       <div className="relative min-h-0 min-w-0 flex-1">
         <Outlet />
-        <TaskFloatingActions taskId={taskId} />
       </div>
     </div>
   );