Merge branch 'dhk-1' into 'master'

feat(qa-center): 问答中心左侧栏改造（0616 需求 2-5）

See merge request knowledge-base-bj/deerflow-server!126

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}/taskAnalysSearch/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`. 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

@@ -27,7 +27,7 @@ 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/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 +1,586 @@
+"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 { 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。
+const AGENT_COLORS = [
+  { from: "#fb7185", to: "#ef4444" },
+  { from: "#60a5fa", to: "#3b82f6" },
+  { from: "#fbbf24", to: "#f59e0b" },
+  { from: "#34d399", to: "#10b981" },
+  { from: "#a78bfa", to: "#8b5cf6" },
+] as const;
+
+function agentColor(id: string) {
+  let hash = 0;
+  for (let i = 0; i < id.length; i++) {
+    hash = (hash * 31 + id.charCodeAt(i)) >>> 0;
+  }
+  return AGENT_COLORS[hash % AGENT_COLORS.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();
+  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 (
+    <div className="flex h-full min-h-0 flex-col bg-white">
+      {/* ── 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。浅主色底 + 主色描边
+            + 5px 圆角，全部走 --primary token，自动适配红/蓝/深蓝主题。 */}
+        <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)_12%,white)] hover:bg-[color-mix(in_srgb,var(--primary)_20%,white)]",
+          )}
+        >
+          <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);
+                  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/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 +1,161 @@
+/**
+ * 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}/taskAnalysSearch/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）
+};
+
+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}/taskAnalysSearch/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;
+
+  if (parsed.roundtable) {
+    return {
+      path: "/page/strategy/qa/multi-agent-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 */
+  }
+  return { path: `/page/strategy/agents/${agentId}/chats/new` };
+}

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

@@ -67,9 +67,9 @@ export const sidebarMenuItems: MenuItem[] = [
         id: "qa-zzjc",
         label: "zzJC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: "zzXD应用", icon: Layout, path: "/page/strategy/qa/zzxd" },
       { id: "qa-research", label: "课题研究", icon: FileText, path: "/page/canvas/ai-writing" },
     ],
   },

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

@@ -247,6 +247,45 @@ export async function updateCitationDisplaySettings(
   return (await response.json()) as CitationDisplaySettings;
 }
 
+/** 「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

@@ -3,12 +3,14 @@ import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { useLocalSettings } from "@/core/settings";
 
 import {
+  loadAgentModuleConfig,
   loadAppearanceSettings,
   loadCitationDisplaySettings,
   loadLeaderboardSettings,
   loadPrivateSquareStatus,
   loadPromptPrefixSettings,
   loadPublishSquares,
+  updateAgentModuleConfig,
   updateAppearanceSettings,
   updateCitationDisplaySettings,
   updateLeaderboardSettings,
@@ -165,6 +167,29 @@ 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,

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/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';
@@ -221,17 +228,78 @@ export default function AIWritingPage({
   initialDocumentIds?: number[];
   studioToken?: string;
 } = {}) {
+  // 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;
+
   return (
     <CanvasThreadProvider>
     <CanvasGraphProvider>
       <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 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）。studio 嵌入态(studioToken)隐藏。 */}
+            {!studioToken && (
+              <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>
         </div>
       </TooltipProvider>

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

@@ -0,0 +1,374 @@
+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';
+import type {
+  CreateResearchTemplateRequest,
+  ResearchTemplate,
+} from '../api/ai-writing-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 ResearchTemplatesConfigPage() {
+  const navigate = useNavigate();
+  const { templates, loading, error, refresh, create, update, remove } = useResearchTemplates();
+  const { articleTypes, refresh: refreshTypes } = useArticleTypes();
+
+  const [dialogOpen, setDialogOpen] = useState(false);
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [form, setForm] = useState<FormState>(EMPTY_FORM);
+  const [formError, setFormError] = useState<string | null>(null);
+  const [saving, setSaving] = useState(false);
+
+  const [deleteTargetId, setDeleteTargetId] = useState<string | null>(null);
+  const [deleting, setDeleting] = useState(false);
+
+  useEffect(() => {
+    void refresh();
+    void refreshTypes();
+  }, [refresh, refreshTypes]);
+
+  const set = <K extends keyof FormState>(key: K, value: FormState[K]) =>
+    setForm((f) => ({ ...f, [key]: value }));
+
+  const openCreate = () => {
+    setEditingId(null);
+    setForm(EMPTY_FORM);
+    setFormError(null);
+    setDialogOpen(true);
+  };
+
+  const openEdit = (t: ResearchTemplate) => {
+    setEditingId(t.id);
+    setForm(toForm(t));
+    setFormError(null);
+    setDialogOpen(true);
+  };
+
+  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 (editingId) await update(editingId, payload);
+      else await create(payload);
+      setDialogOpen(false);
+    } catch (e) {
+      setFormError(e instanceof Error ? e.message : '保存失败');
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  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={openCreate}>
+          <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={() => openEdit(t)} 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>
+      )}
+
+      {/* 新建 / 编辑 弹窗 */}
+      <Dialog open={dialogOpen} onOpenChange={(v) => !saving && setDialogOpen(v)}>
+        <DialogContent className="max-h-[85vh] overflow-y-auto sm:max-w-[640px]">
+          <DialogHeader>
+            <DialogTitle>{editingId ? '编辑研究模板' : '新建研究模板'}</DialogTitle>
+          </DialogHeader>
+          <div className="grid grid-cols-2 gap-4 py-2">
+            <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={4}
+                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>
+          {formError && <p className="text-sm text-destructive">{formError}</p>}
+          <DialogFooter>
+            <Button variant="outline" onClick={() => setDialogOpen(false)} disabled={saving}>
+              取消
+            </Button>
+            <Button onClick={() => void handleSave()} disabled={saving}>
+              {saving && <Loader2 className="size-4 animate-spin" />}
+              保存
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+
+      {/* 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 +4,7 @@ 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";
 
 export default function OpenCanvasRoutes() {
   return (
@@ -11,6 +12,7 @@ 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=":thread_id" element={<CanvasThreadPage />} />
     </Routes>
   );

frontend-web/src/pages/AgentChatPage.tsx

@@ -31,15 +31,23 @@ import { textOfMessage } from "@/core/threads/utils";
 import { env } from "@/env";
 import { desensitize } from "@/lib/desensitize";
 
-export default function AgentChatPage() {
+export default function AgentChatPage({
+  embeddedAgentId,
+}: {
+  /** 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;
+} = {}) {
   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;
 
   // 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
@@ -208,8 +216,12 @@ 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}`
+                            : `${routeBase}/agents/${agent_id}/chats/new`,
                         );
                       }}
                     >

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();
 

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/StrategyRoutes.tsx

@@ -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";
@@ -75,6 +77,10 @@ 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

frontend-web/src/pages/StudioNotebookDetailPage.tsx

@@ -209,8 +209,15 @@ 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 { notebooks, isLoading, token: studioToken } = useStudioNotebooks(); // token 用于跳转 callback
   const { models } = useModels();
   const queryClient = useQueryClient();

frontend-web/src/pages/StudioNotebooksPage.tsx

@@ -39,17 +39,16 @@ function NotebookCard({
   nb,
   onRename,
   onDelete,
+  onOpen,
 }: {
   nb: StudioNotebook;
   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] bg-[#f2f2f2] transition-colors hover:bg-[#e8e8e8]" style={{ minHeight: 180 }}>
-      <Link
-        to={`/page/workspace/studio/notebooks/${nb.id}`}
-        className="flex flex-1 flex-col p-5"
-      >
+  const inner = (
+    <>
         <div className="flex items-start justify-between">
           <div className="flex size-11 items-center justify-center text-3xl leading-none select-none">
             {nb.avatar_url ? (
@@ -67,7 +66,27 @@ function NotebookCard({
           </span>
           <span className="text-[13px] text-[#666]">{nb.source_count} 个来源</span>
         </div>
-      </Link>
+    </>
+  );
+
+  return (
+    <div className="group relative flex flex-col rounded-[20px] bg-[#f2f2f2] transition-colors hover:bg-[#e8e8e8]" style={{ minHeight: 180 }}>
+      {onOpen ? (
+        <button
+          type="button"
+          onClick={() => onOpen(nb.id)}
+          className="flex flex-1 flex-col p-5 text-left"
+        >
+          {inner}
+        </button>
+      ) : (
+        <Link
+          to={`/page/workspace/studio/notebooks/${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">
@@ -99,7 +118,12 @@ 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 queryClient = useQueryClient();
 
@@ -204,6 +228,7 @@ export default function StudioNotebooksPage() {
               nb={nb}
               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';
 
@@ -87,6 +87,10 @@ 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 +117,9 @@ export function WorkspaceLayout({
       }
       key={String(compactWorkspaceSidebar)}
       data-page-sidebar-collapsed={pageSidebarCollapsed}
-      defaultOpen={defaultHistorySidebarOpen ?? !compactWorkspaceSidebar}
+      defaultOpen={
+        defaultHistorySidebarOpen ?? (isGeneralQa || !compactWorkspaceSidebar)
+      }
     >
       {!workspaceSidebarHidden && (
         <WorkspaceSidebar compactChrome={compactWorkspaceSidebar} />
@@ -139,6 +145,21 @@ 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 +178,7 @@ function NewChatEntryRoute({
   return (
     <WorkspaceLayout {...layoutProps} defaultHistorySidebarOpen>
       <ChatRuntime>
-        <ChatPage />
+        <NewChatContent />
       </ChatRuntime>
     </WorkspaceLayout>
   );

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"
     >

offline-backend-20260512/backend/CLAUDE.md

@@ -330,6 +330,10 @@ Admin-configurable, **access-control-free** categories that published agents/ski
 
 Each agent/skill carries a single `square_id` column (`AgentRow` / `SkillRow`, `String(64)` NOT NULL default `''`, migration `20260611_01`, idempotent SQL in `column_additions_mysql.sql`). One column = at most one square, so an item can never be "published twice". `''` = unassigned ? resolved to the default square at read/filter time. Writes normalize via `normalize_square_id`: agents on create/update (`square_id` field), skills on publish (`PUT /api/skills/custom/{name}/published` accepts optional `square_id`). Listing filters: `GET /api/agents?square=` and `GET /api/skills?square=` keep only that square's items; the **default** square additionally sweeps in legacy `''` rows (`square_is_default`). Tests: `tests/test_publish_squares.py`. Frontend: `core/system-settings` (`usePublishSquares`/`useUpdatePublishSquares`), admin `PublishSquaresSettingsPage` (embedded in the appearance/settings hub), square picker in the agent edit dialog + per-skill card, and a ??-tab square sub-filter in both galleries.
 
+### Agent Module Tag Config (zzJC / zzXD 按类型聚合)
+
+Backs the zzJC / zzXD agent-chat left sidebar (「按类型聚合智能体 + 聊天记录」). An admin picks which agent **tags** belong to a module; the module's left sidebar then shows only agents under those tags (empty/unconfigured = show all visible agents). Stored in `system_settings.json` → `agent_modules` (`AgentModuleSettings`: `modules: {module_key → [tag_id, ...]}`); pure helpers `get_module_tag_ids` / `set_module_tag_ids` (de-dupe + strip). Endpoints (in `app/gateway/routers/system_settings.py`): `GET /api/system-settings/agent-modules/{key}` (readable by any user — the sidebar needs it to filter), `PUT /api/system-settings/agent-modules/{key}` (admin only, full replacement of the tag-id list). Module keys are frontend-defined (`AGENT_MODULES` in `components/workspace/agents/agent-module-sidebar.tsx`, keyed by the module's landing agent id: `6bf`→`zzjc`, `10d69…`→`zzxd`). Tests: `tests/test_agent_modules.py`. Frontend: `core/system-settings` (`useAgentModuleConfig`/`useUpdateAgentModuleConfig`), admin `AgentModuleSettingsDialog` (gear button in the agent-chat header).
+
 ### Portable Column Types (`deerflow/persistence/types.py`)
 
 Two `TypeDecorator`s keep ORM columns correct across the `sqlite` / `postgres` / `mysql` backends. **All ORM timestamp/JSON columns must use these, not the raw SQLAlchemy types.**

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

@@ -168,6 +168,10 @@ async def langgraph_runtime(app: FastAPI) -> AsyncGenerator[None, None]:
 
         app.state.article_type_store = make_article_type_store(sf)
 
+        from deerflow.persistence.research_templates import make_research_template_store
+
+        app.state.research_template_store = make_research_template_store(sf)
+
         from deerflow.persistence.memory_config import make_user_memory_config_store
 
         app.state.memory_config_store = make_user_memory_config_store(sf)
@@ -423,6 +427,11 @@ def get_article_type_store(request: Request):
     return getattr(request.app.state, "article_type_store", None)
 
 
+def get_research_template_store(request: Request):
+    """Return the research template store, or None when not configured."""
+    return getattr(request.app.state, "research_template_store", None)
+
+
 def get_memory_config_store(request: Request):
     """Return the per-user memory config store."""
     val = getattr(request.app.state, "memory_config_store", None)

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

@@ -90,6 +90,48 @@ class ArticleTypeResponse(BaseModel):
     updated_at: str
 
 
+class ResearchTemplateRequest(BaseModel):
+    name: str
+    description: Optional[str] = None
+    article_type_key: Optional[str] = None
+    outline: Optional[str] = None
+    material_source: str = "general"
+    word_count: int = 800
+    audience: Optional[str] = None
+    strict_mode: bool = False
+    topic: Optional[str] = None
+    sort_order: int = 0
+
+
+class UpdateResearchTemplateRequest(BaseModel):
+    name: Optional[str] = None
+    description: Optional[str] = None
+    article_type_key: Optional[str] = None
+    outline: Optional[str] = None
+    material_source: Optional[str] = None
+    word_count: Optional[int] = None
+    audience: Optional[str] = None
+    strict_mode: Optional[bool] = None
+    topic: Optional[str] = None
+    sort_order: Optional[int] = None
+
+
+class ResearchTemplateResponse(BaseModel):
+    id: str
+    name: str
+    description: Optional[str] = None
+    article_type_key: Optional[str] = None
+    outline: Optional[str] = None
+    material_source: str
+    word_count: int
+    audience: Optional[str] = None
+    strict_mode: bool
+    topic: Optional[str] = None
+    sort_order: int
+    created_at: str
+    updated_at: str
+
+
 class SessionResponse(BaseModel):
     id: str
     user_id: Optional[str] = None
@@ -268,6 +310,94 @@ async def delete_article_type(article_type_id: str, request: Request):
     return {"success": True}
 
 
+# ── 研究模板（课题研究左栏一键预填表单，需求 0616 #5）────────────────────────────
+
+
+@router.get("/research-templates", response_model=list[ResearchTemplateResponse])
+async def list_research_templates(request: Request):
+    """列出所有研究模板，按 sort_order 升序。
+
+    新机器/空表时自动写入内置范例模板（网摘/周报/要讯），幂等仅在表为空时执行。
+    """
+    from app.gateway.deps import get_research_template_store
+
+    store = get_research_template_store(request)
+    if store is None:
+        return []
+    try:
+        await store.seed_defaults()
+    except Exception:
+        logger.exception("ai_writing: failed to seed default research templates")
+    return await store.list()
+
+
+@router.post("/research-templates", response_model=ResearchTemplateResponse, status_code=201)
+async def create_research_template(body: ResearchTemplateRequest, request: Request):
+    """新增研究模板。"""
+    from app.gateway.deps import get_research_template_store
+
+    store = get_research_template_store(request)
+    if store is None:
+        raise HTTPException(status_code=503, detail="Research template store not available")
+    return await store.create(
+        name=body.name,
+        description=body.description,
+        article_type_key=body.article_type_key,
+        outline=body.outline,
+        material_source=body.material_source,
+        word_count=body.word_count,
+        audience=body.audience,
+        strict_mode=body.strict_mode,
+        topic=body.topic,
+        sort_order=body.sort_order,
+    )
+
+
+@router.patch("/research-templates/{template_id}", response_model=ResearchTemplateResponse)
+async def update_research_template(template_id: str, body: UpdateResearchTemplateRequest, request: Request):
+    """更新研究模板字段（只传需要修改的字段）。"""
+    from app.gateway.deps import get_research_template_store
+
+    store = get_research_template_store(request)
+    if store is None:
+        raise HTTPException(status_code=503, detail="Research template store not available")
+
+    kwargs = {}
+    for field in (
+        "name",
+        "description",
+        "article_type_key",
+        "outline",
+        "material_source",
+        "word_count",
+        "audience",
+        "strict_mode",
+        "topic",
+        "sort_order",
+    ):
+        val = getattr(body, field)
+        if val is not None:
+            kwargs[field] = val
+
+    updated = await store.update(template_id, **kwargs)
+    if updated is None:
+        raise HTTPException(status_code=404, detail="Research template not found")
+    return updated
+
+
+@router.delete("/research-templates/{template_id}")
+async def delete_research_template(template_id: str, request: Request):
+    """删除研究模板。"""
+    from app.gateway.deps import get_research_template_store
+
+    store = get_research_template_store(request)
+    if store is None:
+        raise HTTPException(status_code=503, detail="Research template store not available")
+    deleted = await store.delete(template_id)
+    if not deleted:
+        raise HTTPException(status_code=404, detail="Research template not found")
+    return {"success": True}
+
 
 # ── 管理接口 ──────────────────────────────────────────────────────────────────
 

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

@@ -16,11 +16,12 @@ from deerflow.config.system_settings import (
     PromptPrefixSettings,
     PublishSquare,
     PublishSquaresSettings,
-    SystemSettings,
+    get_module_tag_ids,
     list_publish_squares,
     load_system_settings,
     resolve_default_square_id,
     save_system_settings,
+    set_module_tag_ids,
 )
 
 logger = logging.getLogger(__name__)
@@ -377,3 +378,35 @@ async def get_log_system(request: Request) -> LogSystemResponse:
     await _require_admin(request)
     cfg = get_app_config().log_system
     return LogSystemResponse(enabled=cfg.enabled, url=cfg.url, label=cfg.label)
+
+
+class AgentModuleConfigResponse(BaseModel):
+    """Selected agent-tag ids for a「按类型聚合」module (zzJC / zzXD)."""
+
+    key: str = Field(..., description="Module key, e.g. zzjc / zzxd")
+    tag_ids: list[str] = Field(default_factory=list, description="Selected agent tag ids")
+
+
+class AgentModuleConfigUpdateRequest(BaseModel):
+    tag_ids: list[str] = Field(default_factory=list, description="Full replacement list of selected agent tag ids")
+
+
+@router.get("/agent-modules/{key}", response_model=AgentModuleConfigResponse)
+async def get_agent_module_config(key: str) -> AgentModuleConfigResponse:
+    """Return the agent tag ids configured for ``key`` (readable by any user —
+    the module's left sidebar needs it to filter the agent list)."""
+    settings = load_system_settings().agent_modules
+    return AgentModuleConfigResponse(key=key, tag_ids=get_module_tag_ids(settings, key))
+
+
+@router.put("/agent-modules/{key}", response_model=AgentModuleConfigResponse)
+async def update_agent_module_config(
+    key: str, body: AgentModuleConfigUpdateRequest, request: Request
+) -> AgentModuleConfigResponse:
+    """Replace the agent tag ids configured for ``key``. Admin only."""
+    await _require_admin(request)
+
+    current = load_system_settings()
+    updated = set_module_tag_ids(current.agent_modules, key, body.tag_ids)
+    saved = save_system_settings(current.model_copy(update={"agent_modules": updated}))
+    return AgentModuleConfigResponse(key=key, tag_ids=get_module_tag_ids(saved.agent_modules, key))

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

@@ -170,6 +170,37 @@ class LeaderboardSettings(BaseModel):
     model_config = ConfigDict(extra="ignore")
 
 
+class AgentModuleSettings(BaseModel):
+    """Admin-configured「按类型聚合」module → selected agent-tag ids.
+
+    Keyed by module key (e.g. ``"zzjc"`` / ``"zzxd"``). Each value is the list
+    of agent **tag ids** whose agents that module's left sidebar shows. A missing
+    key / empty list means "not configured" — the frontend falls back to showing
+    all visible agents grouped by tag.
+    """
+
+    modules: dict[str, list[str]] = Field(
+        default_factory=dict,
+        description="module key → selected agent tag ids",
+    )
+    model_config = ConfigDict(extra="ignore")
+
+
+def get_module_tag_ids(settings: AgentModuleSettings, key: str) -> list[str]:
+    """Return the configured agent-tag ids for ``key`` (empty when unset)."""
+    return list(settings.modules.get(key, []))
+
+
+def set_module_tag_ids(
+    settings: AgentModuleSettings, key: str, tag_ids: list[str]
+) -> AgentModuleSettings:
+    """Return a copy with ``key`` set to a de-duplicated, stripped tag-id list."""
+    cleaned = list(dict.fromkeys([str(t).strip() for t in tag_ids if str(t).strip()]))
+    modules = dict(settings.modules)
+    modules[key] = cleaned
+    return settings.model_copy(update={"modules": modules})
+
+
 class SystemSettings(BaseModel):
     """Top-level system settings document."""
 
@@ -179,6 +210,7 @@ class SystemSettings(BaseModel):
     appearance: AppearanceSettings = Field(default_factory=AppearanceSettings)
     citation_display: CitationDisplaySettings = Field(default_factory=CitationDisplaySettings)
     leaderboard: LeaderboardSettings = Field(default_factory=LeaderboardSettings)
+    agent_modules: AgentModuleSettings = Field(default_factory=AgentModuleSettings)
     model_config = ConfigDict(extra="ignore")
 
 

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

@@ -42,6 +42,7 @@ from deerflow.persistence.models.run_event import RunEventRow
 from deerflow.persistence.notifications.model import NotificationRow
 from deerflow.persistence.parallel_agent_tasks.model import ParallelAgentTaskRow
 from deerflow.persistence.recommended_questions.model import RecommendedQuestionRow
+from deerflow.persistence.research_templates.model import ResearchTemplateRow
 from deerflow.persistence.roundtable_chains.model import RoundtableChainRow
 from deerflow.persistence.roundtable_draft_shares.model import RoundtableDraftShareRow
 from deerflow.persistence.roundtable_drafts.model import (
@@ -89,6 +90,7 @@ __all__ = [
     "NotificationRow",
     "ParallelAgentTaskRow",
     "RecommendedQuestionRow",
+    "ResearchTemplateRow",
     "RoundtableChainRow",
     "RoundtableDraftRow",
     "RoundtableDraftShareRow",

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

@@ -0,0 +1,15 @@
+from deerflow.persistence.research_templates.model import ResearchTemplateRow
+from deerflow.persistence.research_templates.sql import ResearchTemplateRepository
+
+
+def make_research_template_store(session_factory) -> ResearchTemplateRepository | None:
+    if session_factory is None:
+        return None
+    return ResearchTemplateRepository(session_factory)
+
+
+__all__ = [
+    "ResearchTemplateRow",
+    "ResearchTemplateRepository",
+    "make_research_template_store",
+]

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

@@ -0,0 +1,35 @@
+"""ORM model for AI writing research templates (课题研究模板).
+
+A research template bundles a set of writing-form presets — article type,
+outline, material source, word count, audience, strict mode and a topic/intent —
+so a user can one-click pre-fill the whole 课题研究 form. Maintained from the
+research-template config page (需求 0616 #5).
+"""
+
+from __future__ import annotations
+
+from datetime import UTC, datetime
+
+from sqlalchemy import Boolean, DateTime, Integer, String, Text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from deerflow.persistence.base import Base
+
+
+class ResearchTemplateRow(Base):
+    __tablename__ = "ai_writing_research_templates"
+
+    id: Mapped[str] = mapped_column(String(64), primary_key=True)
+    name: Mapped[str] = mapped_column(String(128), nullable=False)
+    description: Mapped[str | None] = mapped_column(Text, nullable=True)
+    # 预设字段（点击模板时回填表单）。
+    article_type_key: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    outline: Mapped[str | None] = mapped_column(Text, nullable=True)
+    material_source: Mapped[str] = mapped_column(String(32), nullable=False, default="general")
+    word_count: Mapped[int] = mapped_column(Integer, nullable=False, default=800)
+    audience: Mapped[str | None] = mapped_column(String(128), nullable=True)
+    strict_mode: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
+    topic: Mapped[str | None] = mapped_column(Text, nullable=True)
+    sort_order: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(UTC))
+    updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(UTC))

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

@@ -0,0 +1,221 @@
+"""SQLAlchemy-backed research template storage."""
+
+from __future__ import annotations
+
+import uuid
+from datetime import UTC, datetime
+
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker
+
+from deerflow.persistence.research_templates.model import ResearchTemplateRow
+
+_UNSET = object()
+
+
+# 新机器内置范例模板（表为空时由 seed_defaults() 写入；作为给用户的范例，内容务求规范好用）。
+# article_type_key 取自默认文章类型（news/analysis/feature/report，见 20260517_02 迁移）。
+DEFAULT_RESEARCH_TEMPLATES: list[dict] = [
+    {
+        "name": "网摘",
+        "description": "汇编近期网络热点信息，分条摘录核心要点并标注来源，快速掌握全貌",
+        "article_type_key": "news",
+        "material_source": "general",
+        "word_count": 1000,
+        "audience": "关注热点动态的一般读者",
+        "strict_mode": False,
+        "topic": (
+            "围绕【主题】检索并汇编近一周网络上的重要信息与热点动态，"
+            "逐条摘录核心事实、关键数据与原文出处，帮助读者快速掌握全貌。"
+        ),
+        "outline": (
+            "一、热点速览（用一句话清单列出本期要点）\n"
+            "二、重点摘录\n"
+            "　1.【事件/话题标题】——核心事实、关键数据、信息来源\n"
+            "　2.【事件/话题标题】——……\n"
+            "　3.（按重要性依次罗列）\n"
+            "三、关联动态与背景补充（串联相关信息、补足来龙去脉）\n"
+            "四、小结与观察（提炼趋势或值得关注的看点）"
+        ),
+        "sort_order": 0,
+    },
+    {
+        "name": "周报",
+        "description": "按周梳理工作进展、数据指标与问题风险，输出结构化周度汇报",
+        "article_type_key": "report",
+        "material_source": "general",
+        "word_count": 1200,
+        "audience": "团队成员与上级主管",
+        "strict_mode": True,
+        "topic": (
+            "汇总本周【项目/团队】的工作进展，撰写周报："
+            "覆盖关键成果、数据指标、问题风险与下周计划，简明、客观、可量化。"
+        ),
+        "outline": (
+            "一、本周概览（一句话总结 + 关键指标对比上周）\n"
+            "二、重点进展\n"
+            "　1. 已完成事项与成果（结论先行，附支撑数据）\n"
+            "　2. 关键数据 / 里程碑达成情况\n"
+            "三、问题与风险（逐条列出问题、影响面及应对措施）\n"
+            "四、下周计划与资源需求（目标、负责人、所需支持）"
+        ),
+        "sort_order": 1,
+    },
+    {
+        "name": "要讯",
+        "description": "提炼最重要的资讯，精炼成简报式要点，突出核心事实与潜在影响",
+        "article_type_key": "analysis",
+        "material_source": "general",
+        "word_count": 600,
+        "audience": "需快速掌握要点的决策者",
+        "strict_mode": True,
+        "topic": (
+            "围绕【主题/领域】提炼近期最重要的资讯，编写要讯："
+            "每条聚焦核心事实、关键背景与潜在影响，文字精炼、判断审慎。"
+        ),
+        "outline": (
+            "一、头条要讯（1–3 条，每条用一句话点明核心）\n"
+            "二、要点详述（逐条展开）\n"
+            "　· 事实：发生了什么、何时何地、涉及谁\n"
+            "　· 背景：为何重要、与既有态势的关系\n"
+            "　· 影响：可能带来的后果与连锁反应\n"
+            "三、研判与建议（给出倾向性判断与可行动建议）"
+        ),
+        "sort_order": 2,
+    },
+]
+
+
+class ResearchTemplateRepository:
+    def __init__(self, session_factory: async_sessionmaker[AsyncSession]) -> None:
+        self._sf = session_factory
+
+    @staticmethod
+    def _row_to_dict(row: ResearchTemplateRow) -> dict:
+        d = row.to_dict()
+        for k in ("created_at", "updated_at"):
+            if isinstance(d.get(k), datetime):
+                d[k] = d[k].isoformat()
+        return d
+
+    async def create(
+        self,
+        *,
+        name: str,
+        description: str | None = None,
+        article_type_key: str | None = None,
+        outline: str | None = None,
+        material_source: str = "general",
+        word_count: int = 800,
+        audience: str | None = None,
+        strict_mode: bool = False,
+        topic: str | None = None,
+        sort_order: int = 0,
+    ) -> dict:
+        now = datetime.now(UTC)
+        row = ResearchTemplateRow(
+            id=str(uuid.uuid4()),
+            name=name,
+            description=description,
+            article_type_key=article_type_key,
+            outline=outline,
+            material_source=material_source,
+            word_count=word_count,
+            audience=audience,
+            strict_mode=strict_mode,
+            topic=topic,
+            sort_order=sort_order,
+            created_at=now,
+            updated_at=now,
+        )
+        async with self._sf() as session:
+            session.add(row)
+            await session.commit()
+            await session.refresh(row)
+            return self._row_to_dict(row)
+
+    async def update(
+        self,
+        template_id: str,
+        *,
+        name=_UNSET,
+        description=_UNSET,
+        article_type_key=_UNSET,
+        outline=_UNSET,
+        material_source=_UNSET,
+        word_count=_UNSET,
+        audience=_UNSET,
+        strict_mode=_UNSET,
+        topic=_UNSET,
+        sort_order=_UNSET,
+    ) -> dict | None:
+        async with self._sf() as session:
+            row = await session.get(ResearchTemplateRow, template_id)
+            if row is None:
+                return None
+            if name is not _UNSET:
+                row.name = name
+            if description is not _UNSET:
+                row.description = description
+            if article_type_key is not _UNSET:
+                row.article_type_key = article_type_key
+            if outline is not _UNSET:
+                row.outline = outline
+            if material_source is not _UNSET:
+                row.material_source = material_source
+            if word_count is not _UNSET:
+                row.word_count = word_count
+            if audience is not _UNSET:
+                row.audience = audience
+            if strict_mode is not _UNSET:
+                row.strict_mode = strict_mode
+            if topic is not _UNSET:
+                row.topic = topic
+            if sort_order is not _UNSET:
+                row.sort_order = sort_order
+            row.updated_at = datetime.now(UTC)
+            await session.commit()
+            await session.refresh(row)
+            return self._row_to_dict(row)
+
+    async def get(self, template_id: str) -> dict | None:
+        async with self._sf() as session:
+            row = await session.get(ResearchTemplateRow, template_id)
+            if row is None:
+                return None
+            return self._row_to_dict(row)
+
+    async def list(self) -> list[dict]:
+        stmt = select(ResearchTemplateRow).order_by(
+            ResearchTemplateRow.sort_order.asc(), ResearchTemplateRow.created_at.asc()
+        )
+        async with self._sf() as session:
+            result = await session.execute(stmt)
+            return [self._row_to_dict(r) for r in result.scalars()]
+
+    async def delete(self, template_id: str) -> bool:
+        async with self._sf() as session:
+            row = await session.get(ResearchTemplateRow, template_id)
+            if row is None:
+                return False
+            await session.delete(row)
+            await session.commit()
+            return True
+
+    async def seed_defaults(self) -> int:
+        """新机器/空表时写入内置范例模板（网摘/周报/要讯）。
+
+        幂等：仅当表为空时插入；已有任何模板则跳过（避免覆盖用户配置或重复播种）。
+        返回插入条数。
+        """
+        async with self._sf() as session:
+            existing = await session.execute(select(ResearchTemplateRow.id).limit(1))
+            if existing.first() is not None:
+                return 0
+            now = datetime.now(UTC)
+            for t in DEFAULT_RESEARCH_TEMPLATES:
+                session.add(
+                    ResearchTemplateRow(id=str(uuid.uuid4()), created_at=now, updated_at=now, **t)
+                )
+            await session.commit()
+            return len(DEFAULT_RESEARCH_TEMPLATES)

offline-backend-20260512/backend/tests/test_agent_modules.py

@@ -0,0 +1,60 @@
+"""Tests for the admin-configured「按类型聚合」module → agent-tag config.
+
+Backs the zzJC / zzXD module left sidebar (需求 0616 #3/#4): an admin picks
+which agent tags belong to the module, persisted in ``system_settings.json``.
+"""
+
+from __future__ import annotations
+
+import json
+from pathlib import Path
+
+import pytest
+
+from deerflow.config import system_settings as ss
+
+
+@pytest.fixture
+def tmp_runtime_home(monkeypatch: pytest.MonkeyPatch, tmp_path: Path) -> Path:
+    """Redirect ``runtime_home()`` to a per-test tmp dir."""
+
+    def fake_home() -> Path:
+        return tmp_path
+
+    monkeypatch.setattr(ss, "runtime_home", fake_home)
+    return tmp_path
+
+
+def test_load_returns_empty_modules_when_missing(tmp_runtime_home: Path) -> None:
+    settings = ss.load_system_settings()
+    assert settings.agent_modules.modules == {}
+    assert ss.get_module_tag_ids(settings.agent_modules, "zzjc") == []
+
+
+def test_set_module_tag_ids_dedupes_and_strips() -> None:
+    base = ss.AgentModuleSettings()
+    updated = ss.set_module_tag_ids(base, "zzjc", ["  t1 ", "t2", "t1", "", "  "])
+    assert updated.modules["zzjc"] == ["t1", "t2"]
+    # Original is untouched (returns a copy).
+    assert base.modules == {}
+
+
+def test_set_module_tag_ids_keeps_other_modules() -> None:
+    base = ss.set_module_tag_ids(ss.AgentModuleSettings(), "zzjc", ["t1"])
+    both = ss.set_module_tag_ids(base, "zzxd", ["t2", "t3"])
+    assert ss.get_module_tag_ids(both, "zzjc") == ["t1"]
+    assert ss.get_module_tag_ids(both, "zzxd") == ["t2", "t3"]
+
+
+def test_save_then_load_roundtrips(tmp_runtime_home: Path) -> None:
+    current = ss.load_system_settings()
+    updated = ss.set_module_tag_ids(current.agent_modules, "zzjc", ["tag-a", "tag-b"])
+    ss.save_system_settings(current.model_copy(update={"agent_modules": updated}))
+
+    file_path = tmp_runtime_home / "system_settings.json"
+    assert file_path.is_file()
+    saved = json.loads(file_path.read_text(encoding="utf-8"))
+    assert saved["agent_modules"]["modules"]["zzjc"] == ["tag-a", "tag-b"]
+
+    reloaded = ss.load_system_settings()
+    assert ss.get_module_tag_ids(reloaded.agent_modules, "zzjc") == ["tag-a", "tag-b"]

offline-backend-20260512/backend/tests/test_research_templates.py

@@ -0,0 +1,124 @@
+"""Tests for the research-template store (课题研究模板，需求 0616 #5).
+
+A research template bundles writing-form presets (article type / outline /
+material source / word count / audience / strict mode / topic) for one-click
+pre-fill. Covers create (with defaults) / list ordering / get / partial update /
+delete.
+"""
+
+from __future__ import annotations
+
+import pytest
+import pytest_asyncio
+from sqlalchemy.ext.asyncio import async_sessionmaker, create_async_engine
+
+from deerflow.persistence.base import Base
+from deerflow.persistence.research_templates import ResearchTemplateRepository
+
+
+@pytest_asyncio.fixture
+async def store(tmp_path):
+    engine = create_async_engine(f"sqlite+aiosqlite:///{tmp_path / 'rt.db'}")
+    async with engine.begin() as conn:
+        import deerflow.persistence.research_templates.model  # noqa: F401
+
+        await conn.run_sync(Base.metadata.create_all)
+    sf = async_sessionmaker(engine, expire_on_commit=False)
+    return ResearchTemplateRepository(sf)
+
+
+@pytest.mark.asyncio
+async def test_create_applies_defaults(store: ResearchTemplateRepository):
+    row = await store.create(name="深度分析模板")
+    assert row["name"] == "深度分析模板"
+    assert row["material_source"] == "general"
+    assert row["word_count"] == 800
+    assert row["strict_mode"] is False
+    assert row["article_type_key"] is None
+    assert row["id"]
+
+
+@pytest.mark.asyncio
+async def test_create_full_then_get_roundtrips(store: ResearchTemplateRepository):
+    created = await store.create(
+        name="舆情研究",
+        description="围绕舆情的研究模板",
+        article_type_key="analysis",
+        outline="一、背景\n二、分析\n三、结论",
+        material_source="notebook",
+        word_count=1500,
+        audience="决策者",
+        strict_mode=True,
+        topic="某品牌近期舆情",
+        sort_order=2,
+    )
+    fetched = await store.get(created["id"])
+    assert fetched is not None
+    assert fetched["article_type_key"] == "analysis"
+    assert fetched["outline"].startswith("一、背景")
+    assert fetched["material_source"] == "notebook"
+    assert fetched["word_count"] == 1500
+    assert fetched["audience"] == "决策者"
+    assert fetched["strict_mode"] is True
+    assert fetched["topic"] == "某品牌近期舆情"
+
+
+@pytest.mark.asyncio
+async def test_list_orders_by_sort_order(store: ResearchTemplateRepository):
+    await store.create(name="B", sort_order=2)
+    await store.create(name="A", sort_order=1)
+    rows = await store.list()
+    assert [r["name"] for r in rows] == ["A", "B"]
+
+
+@pytest.mark.asyncio
+async def test_update_partial_keeps_other_fields(store: ResearchTemplateRepository):
+    created = await store.create(name="模板", word_count=800, strict_mode=False)
+    updated = await store.update(created["id"], word_count=2000, strict_mode=True)
+    assert updated is not None
+    assert updated["word_count"] == 2000
+    assert updated["strict_mode"] is True
+    assert updated["name"] == "模板"  # untouched
+
+
+@pytest.mark.asyncio
+async def test_update_missing_returns_none(store: ResearchTemplateRepository):
+    assert await store.update("nope", name="x") is None
+
+
+@pytest.mark.asyncio
+async def test_delete(store: ResearchTemplateRepository):
+    created = await store.create(name="待删")
+    assert await store.delete(created["id"]) is True
+    assert await store.get(created["id"]) is None
+    assert await store.delete(created["id"]) is False
+
+
+@pytest.mark.asyncio
+async def test_seed_defaults_inserts_builtins_when_empty(store: ResearchTemplateRepository):
+    inserted = await store.seed_defaults()
+    assert inserted == 3
+    rows = await store.list()
+    names = [r["name"] for r in rows]
+    assert names == ["网摘", "周报", "要讯"]  # sort_order 0/1/2
+    # 内置模板内容完整（范例质量）。
+    by_name = {r["name"]: r for r in rows}
+    assert by_name["网摘"]["article_type_key"] == "news"
+    assert by_name["周报"]["strict_mode"] is True
+    assert by_name["要讯"]["outline"]
+    assert all(r["topic"] for r in rows)
+
+
+@pytest.mark.asyncio
+async def test_seed_defaults_is_idempotent(store: ResearchTemplateRepository):
+    assert await store.seed_defaults() == 3
+    # 已有模板 → 再次播种跳过，不重复、不覆盖。
+    assert await store.seed_defaults() == 0
+    assert len(await store.list()) == 3
+
+
+@pytest.mark.asyncio
+async def test_seed_defaults_skips_when_user_has_templates(store: ResearchTemplateRepository):
+    await store.create(name="用户自建")
+    assert await store.seed_defaults() == 0
+    assert [r["name"] for r in await store.list()] == ["用户自建"]