feat(ai写作): 自带大纲/会商及研究模板等前后端改动

提交工作区中 AI 写作（表单/时间线/历史/上下文/流式 hook/类型）、
研究模板配置页、lead_agent、researcher/graph/state 及 gateway/config
的进行中改动。

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

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

@@ -3,6 +3,7 @@ import { PenLine, SlidersHorizontal } from 'lucide-react';
 
 import { Button } from '@/components/ui/button';
 import { Textarea } from '@/components/ui/textarea';
+import { cn } from '@/lib/utils';
 import {
   Select,
   SelectContent,
@@ -67,6 +68,7 @@ export function AIWritingForm({
     strictMode, setStrictMode,
     addReferences, setAddReferences,
     materialSource, setMaterialSource,
+    skipResearch, setSkipResearch,
     // 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,
@@ -164,13 +166,16 @@ export function AIWritingForm({
         : audience.trim() || DEFAULT_AUDIENCE,
       wordCountTarget: wordCount,
       keywordCount: DEFAULT_KEYWORD_COUNT,
-      writingMode: hideAdvancedFields ? 'loose' : strictMode ? 'strict' : 'loose',
+      // 跳过素材收集时强制 loose（无素材可严格依据，后端也会强制）
+      writingMode: skipResearch ? 'loose' : hideAdvancedFields ? 'loose' : strictMode ? 'strict' : 'loose',
       addReferences,
-      materialSource: materialSource,
+      skipResearch,
+      // 跳过素材收集时检索类型无意义，归一为 general
+      materialSource: skipResearch ? 'general' : materialSource,
       modelName: selectedModel?.name || modelName || undefined,
-      // 只有选了"我的空间"才传笔记参数
-      noteSearchSpaceId: materialSource === 'notebook' ? (selectedNotebookId ?? undefined) : undefined,
-      noteSourceIds: materialSource === 'notebook' && selectedNotebookId != null ? selectedDocumentIds : undefined,
+      // 只有选了"我的空间"且未跳过素材收集才传笔记参数
+      noteSearchSpaceId: !skipResearch && materialSource === 'notebook' ? (selectedNotebookId ?? undefined) : undefined,
+      noteSourceIds: !skipResearch && materialSource === 'notebook' && selectedNotebookId != null ? selectedDocumentIds : undefined,
     });
   }
 
@@ -278,6 +283,25 @@ export function AIWritingForm({
           </div>
         </div>
 
+        {/* 不收集素材，直接用通用知识写作 */}
+        <div className="mt-4 flex items-start gap-2 rounded-xl border border-[#e8dedd] bg-[#f9f5f5] px-3 py-3 dark:border-[#1B477E] dark:bg-[#022248]/40">
+          <input
+            type="checkbox"
+            id="skip-research"
+            checked={skipResearch}
+            onChange={(e) => setSkipResearch(e.target.checked)}
+            disabled={disabled}
+            className="mt-0.5 size-3.5 shrink-0 cursor-pointer accent-primary"
+          />
+          <label htmlFor="skip-research" className="cursor-pointer select-none">
+            <span className="text-sm font-medium text-foreground/90">不收集素材，直接用通用知识写作</span>
+            <p className="mt-0.5 text-xs leading-relaxed text-muted-foreground/80">
+              勾选后跳过素材检索阶段（不弹素材确认），AI 直接用通用知识规划大纲并写作；检索类型与「严格依据素材」将被忽略。
+            </p>
+          </label>
+        </div>
+
+        {!skipResearch && (
         <div className="mt-4 space-y-2">
           <label className={FIELD_LABEL_CLASS}>检索类型</label>
           <Select
@@ -354,6 +378,7 @@ export function AIWritingForm({
             </div>
           )}
         </div>
+        )}
 
         <div className="mt-4 space-y-2">
           <label className={FIELD_LABEL_CLASS}>写作模型</label>
@@ -416,15 +441,17 @@ export function AIWritingForm({
             <input
               type="checkbox"
               id="strict-mode"
-              checked={strictMode}
+              checked={strictMode && !skipResearch}
               onChange={(e) => setStrictMode(e.target.checked)}
-              disabled={disabled}
-              className="mt-0.5 size-3.5 shrink-0 cursor-pointer accent-primary"
+              disabled={disabled || skipResearch}
+              className="mt-0.5 size-3.5 shrink-0 cursor-pointer accent-primary disabled:cursor-not-allowed"
             />
-            <label htmlFor="strict-mode" className="cursor-pointer select-none">
+            <label htmlFor="strict-mode" className={cn('select-none', skipResearch ? 'cursor-not-allowed opacity-50' : 'cursor-pointer')}>
               <span className="text-sm font-medium text-foreground/90">严格依据素材写作</span>
               <p className="mt-0.5 text-xs leading-relaxed text-muted-foreground/80">
-                勾选后作家只依据检索素材写作，素材不足以支撑某章节时会暂停询问你；不勾选则可结合通用知识补充论述。
+                {skipResearch
+                  ? '已选「不收集素材」，本项不适用：将直接用通用知识写作。'
+                  : '勾选后作家只依据检索素材写作，素材不足以支撑某章节时会暂停询问你；不勾选则可结合通用知识补充论述。'}
               </p>
             </label>
           </div>

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

@@ -26,6 +26,7 @@ function normalizeCompletedIntervention(rec: Record<string, unknown>): Completed
   if (rr) out.reviewResult = normalizeReviewResult(rr);
   if (out.draftTitle == null && rec.draft_title != null) out.draftTitle = rec.draft_title;
   if (out.draftWordCount == null && rec.draft_word_count != null) out.draftWordCount = rec.draft_word_count;
+  if (out.userInput == null && rec.user_input != null) out.userInput = rec.user_input;
   return out as unknown as CompletedIntervention;
 }
 

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

@@ -1,6 +1,7 @@
 import type { CompletedIntervention, ProgressEvent } from '../../types/ai-writing';
 import { TimelineStep } from './TimelineStep';
 import { CompletedInterventionCard } from './CompletedInterventionCard';
+import { UserRequirementCard } from './UserRequirementCard';
 
 interface AIWritingTimelineProps {
   events: ProgressEvent[];
@@ -48,8 +49,13 @@ export function AIWritingTimeline({
           awaitUserIdx += 1;
 
           if (completedRecord) {
-            // 已完成的干预点 → 渲染折叠历史卡
-            slot = <CompletedInterventionCard record={completedRecord} />;
+            // 已完成的干预点 → 先以独立样式回显用户的输入要求，再渲染折叠历史卡
+            slot = (
+              <div className="space-y-2">
+                <UserRequirementCard record={completedRecord} />
+                <CompletedInterventionCard record={completedRecord} />
+              </div>
+            );
           } else if (currentPause && isLast) {
             // 当前活跃干预点 → 渲染操作卡
             slot = currentInterventionSlot;

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

@@ -0,0 +1,50 @@
+import { UserRound } from 'lucide-react';
+import type { CompletedIntervention } from '../../types/ai-writing';
+
+/**
+ * 时间线里「用户输入交互的要求」独立样式卡 —— 与 AI 步骤（灰）、完成卡（绿）、
+ * 等待卡（黄）在视觉上明确区分：靛蓝主色 + 用户图标 + 顶部要求类型标签。
+ *
+ * 触发场景（record.userInput 非空时）：
+ *   素材确认 → 按用户要求补充检索内容
+ *   大纲确认 → 用户提出大纲修改意见
+ *   草稿确认 → 用户提出写作修改意见
+ *   编辑意见处理 → 用户在编辑审核时提出处理意见
+ */
+
+function requirementLabel(record: CompletedIntervention): string {
+  switch (record.pausePoint) {
+    case 'material_confirm':
+      return '补充检索内容';
+    case 'outline_confirm':
+      return '修改大纲意见';
+    case 'draft_confirm':
+      return '修改写作意见';
+    case 'review_confirm':
+      return '编辑审核意见';
+    default:
+      return '我的要求';
+  }
+}
+
+interface Props {
+  record: CompletedIntervention;
+}
+
+export function UserRequirementCard({ record }: Props) {
+  if (!record.userInput) return null;
+
+  return (
+    <div className="mt-2 rounded-md border border-indigo-200 bg-indigo-50/60 dark:border-indigo-900/40 dark:bg-indigo-950/20 px-3 py-2">
+      <div className="flex items-center gap-1.5">
+        <UserRound className="size-3.5 text-indigo-500 shrink-0" />
+        <span className="text-[11px] font-semibold text-indigo-600 dark:text-indigo-400">
+          我的要求 · {requirementLabel(record)}
+        </span>
+      </div>
+      <p className="mt-1 pl-5 text-xs leading-relaxed text-foreground/90 whitespace-pre-wrap break-words">
+        {record.userInput}
+      </p>
+    </div>
+  );
+}

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

@@ -15,6 +15,8 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@/components/ui/select';
+import { Switch } from '@/components/ui/switch';
+import { Zap } from 'lucide-react';
 import { ArtifactsProvider } from '@/components/workspace/artifacts';
 import {
   MessageList,
@@ -59,6 +61,8 @@ export function WritingSetupChat({
   const threadId = useMemo(() => uuid(), []);
   const [threadPrepared, setThreadPrepared] = useState(false);
   const [chatModel, setChatModel] = useState('');
+  // 快捷模式：开启后跳过逐项选项澄清（文章类型/字数/读者用默认），给标题直接生成大纲。
+  const [quickMode, setQuickMode] = useState(false);
   const { models, isLoading: modelsLoading } = useModels();
   const { articleTypes } = useArticleTypes();
   // 缺省回填写作表单；onApprove 传入时脱离 WritingFormProvider（如模板创建页）。
@@ -85,6 +89,7 @@ export function WritingSetupChat({
     context: {
       mode: 'flash',
       is_writing_setup: true,
+      writing_setup_quick: quickMode,
       valid_article_types: validArticleTypes,
       model_name: chatModel || undefined,
     },
@@ -133,7 +138,8 @@ export function WritingSetupChat({
         typeof payload.word_count_target === 'number' && payload.word_count_target > 0
           ? payload.word_count_target
           : Math.max(100, parseInt(formCtx?.wordCountInput ?? '', 10) || 800);
-      const materialSource = formCtx?.materialSource ?? 'general';
+      const skipResearch = formCtx?.skipResearch ?? false;
+      const materialSource = skipResearch ? 'general' : (formCtx?.materialSource ?? 'general');
 
       const request: AIWritingRequest = {
         userIntent: payload.user_intent?.trim() || formCtx?.intent?.trim() || '',
@@ -145,9 +151,11 @@ export function WritingSetupChat({
         targetAudience: payload.target_audience?.trim() || formCtx?.audience?.trim() || '普通读者',
         wordCountTarget: wordCount,
         keywordCount: 1,
-        writingMode: payload.writing_mode === 'strict' ? 'strict' : 'loose',
+        // 跳过素材收集时强制 loose
+        writingMode: skipResearch ? 'loose' : payload.writing_mode === 'strict' ? 'strict' : 'loose',
         // 跟随表单的「添加参考文献」开关（默认开）。
         addReferences: formCtx?.addReferences ?? true,
+        skipResearch,
         materialSource,
         modelName: chatModel || formCtx?.modelName || undefined,
         noteSearchSpaceId:
@@ -258,9 +266,25 @@ export function WritingSetupChat({
                     </Select>
                   )}
                 </div>
-                <span className="hidden shrink-0 text-[11px] text-muted-foreground/70 sm:block">
-                  输入想法，按 Enter 直接解析填充
-                </span>
+                {/* 快捷模式开关：放在模型选择右侧。开启后跳过逐项选项确认，给标题直接出大纲。 */}
+                <label
+                  className={cn(
+                    'flex shrink-0 cursor-pointer select-none items-center gap-1.5 rounded-md border px-2 py-1 text-xs transition',
+                    quickMode
+                      ? 'border-primary/40 bg-primary/5 text-primary dark:border-[#1B477E] dark:bg-[#022248]'
+                      : 'border-input bg-background text-muted-foreground dark:border-[#1B477E] dark:bg-[#022248]',
+                  )}
+                  title="开启后跳过逐项选项确认（文章类型/字数/读者用默认），给出标题即直接生成大纲"
+                >
+                  <Zap className={cn('size-3.5 shrink-0', quickMode && 'fill-current')} />
+                  <span className="shrink-0">快捷模式</span>
+                  <Switch
+                    checked={quickMode}
+                    onCheckedChange={setQuickMode}
+                    disabled={thread.isLoading}
+                    className="ml-0.5 scale-90"
+                  />
+                </label>
               </div>
               <PromptInput onSubmit={({ text }) => void handleChatSubmit(text)}>
                 <PromptInputTextarea

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

@@ -289,6 +289,8 @@ export function AIWritingProvider({ children }: { children: ReactNode }) {
           // 是否加参考文献（正文 [n] + 文末「参考文献」列表）；缺省 false 不改其它入口行为。
           add_references: request.addReferences ?? false,
           material_source: request.materialSource,
+          // 不收集素材，直接用通用知识写作：researcher 节点据此短路跳过检索
+          skip_research: request.skipResearch ?? false,
           notebook_search_space_id: request.noteSearchSpaceId ?? null,
           notebook_source_ids: request.noteSourceIds ?? null,
           revision_count: 0,
@@ -328,6 +330,17 @@ export function AIWritingProvider({ children }: { children: ReactNode }) {
       pausePoint: pausePoint as CompletedIntervention['pausePoint'],
       action: payload.action,
     };
+    // 捕获用户在该干预点输入的自然语言要求，供时间线以「我的要求」独立样式回显：
+    //   素材确认 → 补充检索内容(userQuery) / 大纲确认 → 修改意见(outlineFeedback) /
+    //   草稿确认 + 编辑意见处理 → 修改·审核意见(userRevisionNotes)
+    const userInput = (
+      payload.userQuery ??
+      payload.outlineFeedback ??
+      payload.userRevisionNotes ??
+      ''
+    ).trim();
+    if (userInput) record.userInput = userInput;
+
     if (pausePoint === 'material_confirm') record.materials = state.materials;
     else if (pausePoint === 'outline_confirm') record.outline = state.outline ?? undefined;
     else if (pausePoint === 'draft_confirm') {

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

@@ -39,6 +39,9 @@ export interface WritingFormValue {
   setAddReferences: (v: boolean) => void;
   materialSource: 'general' | 'notebook';
   setMaterialSource: (v: 'general' | 'notebook') => void;
+  /** 不收集素材，直接用通用知识写作：勾选后跳过素材检索阶段（含素材确认暂停点）。默认关。 */
+  skipResearch: boolean;
+  setSkipResearch: (v: boolean) => 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;
@@ -86,6 +89,7 @@ export function WritingFormProvider({
   const [strictMode, setStrictMode] = useState(false);
   const [addReferences, setAddReferences] = useState(true);
   const [materialSource, setMaterialSource] = useState<'general' | 'notebook'>(initialMaterialSource ?? 'general');
+  const [skipResearch, setSkipResearch] = useState(false);
   const [selectedNotebookId, setSelectedNotebookId] = useState<number | null>(initialNotebookId ?? null);
   const [selectedDocumentIds, setSelectedDocumentIds] = useState<number[]>(initialDocumentIds ?? []);
   const [modelName, setModelName] = useState('');
@@ -123,12 +127,13 @@ export function WritingFormProvider({
       strictMode, setStrictMode,
       addReferences, setAddReferences,
       materialSource, setMaterialSource,
+      skipResearch, setSkipResearch,
       selectedNotebookId, setSelectedNotebookId,
       selectedDocumentIds, setSelectedDocumentIds,
       modelName, setModelName,
       applyProposal,
     }),
-    [intent, formExpanded, showOutline, outlineText, articleType, wordCountInput, audience, strictMode, addReferences, materialSource, selectedNotebookId, selectedDocumentIds, modelName, applyProposal],
+    [intent, formExpanded, showOutline, outlineText, articleType, wordCountInput, audience, strictMode, addReferences, materialSource, skipResearch, selectedNotebookId, selectedDocumentIds, modelName, applyProposal],
   );
 
   return <WritingFormContext.Provider value={value}>{children}</WritingFormContext.Provider>;

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

@@ -705,6 +705,8 @@ export type AIWritingValues = {
   article_type_detail?: string;
   /** 是否加参考文献（正文 [n] 角标 + 文末「参考文献」列表）。 */
   add_references?: boolean;
+  /** 不收集素材，直接用通用知识写作（researcher 节点据此短路跳过检索）。 */
+  skip_research?: boolean;
   status?: string;
   material_package?: unknown;
   current_outline?: unknown;

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

@@ -143,7 +143,7 @@ export default function ResearchTemplateEditorPage() {
       const payload = toPayload(form);
       if (editing && id) await update(id, payload);
       else await create(payload);
-      navigate(LIST_PATH);
+      navigate(LIST_PATH, { replace: true });
     } catch (e) {
       setFormError(e instanceof Error ? e.message : '保存失败');
       setSaving(false);
@@ -154,7 +154,7 @@ export default function ResearchTemplateEditorPage() {
     <div className="flex h-full flex-col bg-background">
       <header className="flex shrink-0 items-center justify-between border-b border-border px-5 py-3">
         <div className="flex items-center gap-2">
-          <Button variant="ghost" size="icon-sm" onClick={() => navigate(LIST_PATH)}>
+          <Button variant="ghost" size="icon-sm" onClick={() => navigate(-1)}>
             <ArrowLeft className="size-4" />
           </Button>
           <div>
@@ -168,7 +168,7 @@ export default function ResearchTemplateEditorPage() {
         </div>
         <div className="flex items-center gap-2">
           {formError && <span className="text-sm text-destructive">{formError}</span>}
-          <Button variant="outline" size="sm" onClick={() => navigate(LIST_PATH)} disabled={saving}>
+          <Button variant="outline" size="sm" onClick={() => navigate(-1)} disabled={saving}>
             取消
           </Button>
           <Button size="sm" onClick={() => void handleSave()} disabled={saving}>

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

@@ -14,6 +14,7 @@ import {
 import { useResearchTemplates } from '../hooks/useResearchTemplates';
 import { useArticleTypes } from '../hooks/useArticleTypes';
 
+const AI_WRITING_PATH = '/page/canvas/ai-writing';
 const NEW_PATH = '/page/canvas/research-templates/new';
 const editPath = (id: string) => `/page/canvas/research-templates/edit/${id}`;
 
@@ -48,7 +49,11 @@ export default function ResearchTemplatesConfigPage() {
     <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)}>
+          <Button
+            variant="ghost"
+            size="icon-sm"
+            onClick={() => navigate(AI_WRITING_PATH, { replace: true })}
+          >
             <ArrowLeft className="size-4" />
           </Button>
           <div>

frontend-web/src/open-canvas/types/ai-writing.ts

@@ -267,6 +267,9 @@ export interface AIWritingRequest {
   addReferences?: boolean;
   /** 检索类型：general=通用检索（素材收集专家按配置技能检索，默认知识库检索技能）/ notebook=我的空间 */
   materialSource: "general" | "notebook";
+  /** 不收集素材，直接用通用知识写作：勾选后跳过整个素材检索流程（含素材确认暂停点），
+   *  直接进入大纲规划；后端强制 loose 写作模式。默认 false。 */
+  skipResearch?: boolean;
   /** 笔记来源（可选）：空间 search_space_id */
   noteSearchSpaceId?: number;
   /** 笔记来源（可选）：空间内指定文档的 document_id 列表，空数组表示检索整个空间 */
@@ -316,6 +319,10 @@ export interface CompletedIntervention {
     | "review_confirm"
     | "section_help";
   action: string;
+  /** 用户在该干预点输入的自然语言要求（补充检索内容 / 大纲修改意见 / 写作修改意见 /
+   *  编辑审核处理意见）。仅当用户实际输入了文字时存在，用于在时间线里以「我的要求」
+   *  独立样式回显——区别于 AI 步骤与绿色完成卡。 */
+  userInput?: string;
   // material_confirm
   materials?: AIMaterial[];
   // outline_confirm