From f39cffcb9a9dfb474e58c86e655cf53abb64a7de Mon Sep 17 00:00:00 2001
From: fengxiangdebaozi <10845145+fengxiangdebaozi@user.noreply.gitee.com>
Date: Tue, 16 Jun 2026 15:51:13 +0800
Subject: [PATCH] =?UTF-8?q?feat(qa-center):=20=E9=97=AE=E7=AD=94=E4=B8=AD?=
 =?UTF-8?q?=E5=BF=83=E5=B7=A6=E4=BE=A7=E6=A0=8F=E6=94=B9=E9=80=A0=EF=BC=88?=
 =?UTF-8?q?0616=20=E9=9C=80=E6=B1=82=202-5=EF=BC=89?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- 多智能体会商：Step1 落地左栏「业务链(public 前3) + 分析记录」；点链=勾选(autoChainResult)，第一步澄清后点「进入研讨」才按链执行
- zzJC/zzXD：独立模块路由 /page/strategy/qa/{zzjc,zzxd}，常驻左栏（按 agent 标签分组 + 仅本模块会话的聊天记录），点智能体模块内切换不跳页，默认落地配置类型下首个智能体
- zzJC/zzXD admin 设置：左栏齿轮→单选类型(TDesign)配置面板+智能体预览；后端 system_settings.agent_modules 持久化（GET 开放/PUT admin）+ test_agent_modules
- 课题研究：左栏「研究模板(文章类型) + 笔记本」；模板点击预填表单，笔记本点击设为素材来源（selectedNotebookId 上提 WritingFormContext）
- 通用问答：全量模式历史侧栏默认展开

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 .../agents/agent-module-settings-dialog.tsx   | 174 +++++++++++
 .../workspace/agents/agent-module-sidebar.tsx | 278 ++++++++++++++++++
 .../src/core/page-layout/sidebar-menu.ts      |   4 +-
 frontend-web/src/core/system-settings/api.ts  |  39 +++
 .../src/core/system-settings/hooks.ts         |  25 ++
 .../components/ai-writing/AIWritingForm.tsx   |  19 +-
 .../components/ai-writing/ResearchSidebar.tsx | 128 ++++++++
 .../contexts/WritingFormContext.tsx           |  24 +-
 .../src/open-canvas/pages/AIWritingPage.tsx   |  15 +-
 frontend-web/src/pages/AgentChatPage.tsx      |   4 +-
 frontend-web/src/pages/AgentModulePage.tsx    |  99 +++++++
 frontend-web/src/pages/StrategyRoutes.tsx     |   6 +
 frontend-web/src/pages/WorkspaceRoutes.tsx    |  10 +-
 .../pages/RoundtablePlanningPage.tsx          | 198 +++++++++++--
 offline-backend-20260512/backend/CLAUDE.md    |   4 +
 .../app/gateway/routers/system_settings.py    |  35 ++-
 .../deerflow/config/system_settings.py        |  32 ++
 .../backend/tests/test_agent_modules.py       |  60 ++++
 18 files changed, 1113 insertions(+), 41 deletions(-)
 create mode 100644 frontend-web/src/components/workspace/agents/agent-module-settings-dialog.tsx
 create mode 100644 frontend-web/src/components/workspace/agents/agent-module-sidebar.tsx
 create mode 100644 frontend-web/src/open-canvas/components/ai-writing/ResearchSidebar.tsx
 create mode 100644 frontend-web/src/pages/AgentModulePage.tsx
 create mode 100644 offline-backend-20260512/backend/tests/test_agent_modules.py

diff --git a/frontend-web/src/components/workspace/agents/agent-module-settings-dialog.tsx b/frontend-web/src/components/workspace/agents/agent-module-settings-dialog.tsx
new file mode 100644
index 00000000..b1e71d7e
--- /dev/null
+++ b/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>
+  );
+}
diff --git a/frontend-web/src/components/workspace/agents/agent-module-sidebar.tsx b/frontend-web/src/components/workspace/agents/agent-module-sidebar.tsx
new file mode 100644
index 00000000..2266b48d
--- /dev/null
+++ b/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>
+  );
+}
diff --git a/frontend-web/src/core/page-layout/sidebar-menu.ts b/frontend-web/src/core/page-layout/sidebar-menu.ts
index 25f2a51f..161ba0b9 100644
--- a/frontend-web/src/core/page-layout/sidebar-menu.ts
+++ b/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" },
     ],
   },
diff --git a/frontend-web/src/core/system-settings/api.ts b/frontend-web/src/core/system-settings/api.ts
index 20fd57f1..569ecad8 100644
--- a/frontend-web/src/core/system-settings/api.ts
+++ b/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;
diff --git a/frontend-web/src/core/system-settings/hooks.ts b/frontend-web/src/core/system-settings/hooks.ts
index 05bf91a0..c7d4be11 100644
--- a/frontend-web/src/core/system-settings/hooks.ts
+++ b/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,
diff --git a/frontend-web/src/open-canvas/components/ai-writing/AIWritingForm.tsx b/frontend-web/src/open-canvas/components/ai-writing/AIWritingForm.tsx
index e6ca5d91..aa6a7d60 100644
--- a/frontend-web/src/open-canvas/components/ai-writing/AIWritingForm.tsx
+++ b/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],
     );
   }
 
diff --git a/frontend-web/src/open-canvas/components/ai-writing/ResearchSidebar.tsx b/frontend-web/src/open-canvas/components/ai-writing/ResearchSidebar.tsx
new file mode 100644
index 00000000..1d6a19cc
--- /dev/null
+++ b/frontend-web/src/open-canvas/components/ai-writing/ResearchSidebar.tsx
@@ -0,0 +1,128 @@
+"use client";
+
+import { BookOpen, FileText } from "lucide-react";
+import { useEffect } from "react";
+
+import { useStudioNotebooks } from "@/core/studio/hooks";
+import { cn } from "@/lib/utils";
+
+import { useArticleTypes } from "../../hooks/useArticleTypes";
+import { useWritingForm } from "../../contexts/WritingFormContext";
+
+/**
+ * 课题研究左栏（需求 0616 #5）。
+ *  - 上半「研究模板」= 文章类型（``useArticleTypes``）；点击预填表单（设置文章类型 +
+ *    默认字数 + 展开写作配置），沿用现有 articleType 设置逻辑。
+ *  - 下半「笔记本」= 我的空间（``useStudioNotebooks``）；点击设为当前课题研究的素材来源
+ *    （materialSource='notebook' + 选中该本）。
+ */
+export function ResearchSidebar() {
+  const { articleTypes, refresh } = useArticleTypes();
+  const { notebooks } = useStudioNotebooks();
+  const {
+    articleType,
+    setArticleType,
+    setWordCountInput,
+    setFormExpanded,
+    materialSource,
+    setMaterialSource,
+    selectedNotebookId,
+    setSelectedNotebookId,
+    setSelectedDocumentIds,
+  } = useWritingForm();
+
+  useEffect(() => {
+    void refresh();
+  }, [refresh]);
+
+  const handleTemplateClick = (key: string, defaultWordCount: number) => {
+    setArticleType(key);
+    if (defaultWordCount > 0) setWordCountInput(String(defaultWordCount));
+    setFormExpanded(true);
+  };
+
+  const handleNotebookClick = (notebookId: number) => {
+    setMaterialSource("notebook");
+    setSelectedNotebookId(notebookId);
+    setSelectedDocumentIds([]);
+    setFormExpanded(true);
+  };
+
+  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（文章类型） */}
+      <div className="flex min-h-0 flex-1 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">
+          研究模板
+        </h2>
+        {articleTypes.length === 0 ? (
+          <p className="px-2 py-1.5 text-xs text-muted-foreground/70">暂无研究模板</p>
+        ) : (
+          <div className="flex flex-col gap-1">
+            {articleTypes.map((t) => {
+              const active = articleType === t.key;
+              return (
+                <button
+                  key={t.key}
+                  type="button"
+                  onClick={() => handleTemplateClick(t.key, t.default_word_count)}
+                  title={t.description ?? t.label}
+                  className={cn(
+                    "flex items-start gap-2 rounded-lg px-2.5 py-1.5 text-left transition-colors",
+                    active
+                      ? "bg-primary/10 text-primary"
+                      : "text-muted-foreground 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">{t.label}</span>
+                    {t.description && (
+                      <span className="text-muted-foreground/70 line-clamp-1 block text-[11px]">
+                        {t.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>
+        {notebooks.length === 0 ? (
+          <p className="px-2 py-1.5 text-xs text-muted-foreground/70">暂无笔记本</p>
+        ) : (
+          <div className="flex flex-col gap-0.5">
+            {notebooks.map((nb) => {
+              const active =
+                materialSource === "notebook" && selectedNotebookId === nb.id;
+              return (
+                <button
+                  key={nb.id}
+                  type="button"
+                  onClick={() => handleNotebookClick(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>
+              );
+            })}
+          </div>
+        )}
+      </div>
+    </aside>
+  );
+}
diff --git a/frontend-web/src/open-canvas/contexts/WritingFormContext.tsx b/frontend-web/src/open-canvas/contexts/WritingFormContext.tsx
index a5bfbe8c..a05dc175 100644
--- a/frontend-web/src/open-canvas/contexts/WritingFormContext.tsx
+++ b/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>;
diff --git a/frontend-web/src/open-canvas/pages/AIWritingPage.tsx b/frontend-web/src/open-canvas/pages/AIWritingPage.tsx
index 2e86de1c..4835ac97 100644
--- a/frontend-web/src/open-canvas/pages/AIWritingPage.tsx
+++ b/frontend-web/src/open-canvas/pages/AIWritingPage.tsx
@@ -93,6 +93,7 @@ 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 { AIWritingProvider, useAIWriting } from '../contexts/AIWritingContext';
 import { AIWritingHistoryProvider, useAIWritingHistory } from '../contexts/AIWritingHistoryContext';
 import { WritingFormProvider, useWritingForm } from '../contexts/WritingFormContext';
@@ -227,11 +228,19 @@ export default function AIWritingPage({
       <CanvasUIProvider>
       <AIWritingHistoryProvider>
       <AIWritingProvider>
-      <WritingFormProvider initialMaterialSource={studioToken ?? initialNotebookId != null ? 'notebook' : undefined}>
+      <WritingFormProvider
+        initialMaterialSource={studioToken ?? initialNotebookId != null ? 'notebook' : undefined}
+        initialNotebookId={initialNotebookId}
+        initialDocumentIds={initialDocumentIds}
+      >
       <TooltipProvider delayDuration={300}>
         <div className="h-full flex flex-col overflow-hidden bg-background canvas-writing-bg">
-          <div className="flex-1 min-h-0 overflow-hidden">
-            <AIWritingLayout hideAdvancedFields={hideAdvancedFields} initialNotebookId={initialNotebookId} initialDocumentIds={initialDocumentIds} studioToken={studioToken} />
+          <div 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 />}
+            <div className="flex-1 min-h-0 overflow-hidden">
+              <AIWritingLayout hideAdvancedFields={hideAdvancedFields} initialNotebookId={initialNotebookId} initialDocumentIds={initialDocumentIds} studioToken={studioToken} />
+            </div>
           </div>
         </div>
       </TooltipProvider>
diff --git a/frontend-web/src/pages/AgentChatPage.tsx b/frontend-web/src/pages/AgentChatPage.tsx
index 33626595..c9f5b3ad 100644
--- a/frontend-web/src/pages/AgentChatPage.tsx
+++ b/frontend-web/src/pages/AgentChatPage.tsx
@@ -208,9 +208,7 @@ export default function AgentChatPage() {
                       size="sm"
                       variant="secondary"
                       onClick={() => {
-                        router.push(
-                          `/page/workspace/agents/${agent_id}/chats/new`,
-                        );
+                        router.push(`${routeBase}/agents/${agent_id}/chats/new`);
                       }}
                     >
                       <PlusSquare /> {t.agents.newChat}
diff --git a/frontend-web/src/pages/AgentModulePage.tsx b/frontend-web/src/pages/AgentModulePage.tsx
new file mode 100644
index 00000000..11f371a5
--- /dev/null
+++ b/frontend-web/src/pages/AgentModulePage.tsx
@@ -0,0 +1,99 @@
+"use client";
+
+import { Loader2 } from "lucide-react";
+import { useState } from "react";
+import { Navigate, Route, Routes, useParams } from "react-router-dom";
+
+import {
+  AgentModuleSidebar,
+  type AgentModuleConfig,
+} from "@/components/workspace/agents/agent-module-sidebar";
+import { AgentModuleSettingsDialog } from "@/components/workspace/agents/agent-module-settings-dialog";
+import { useAgents } from "@/core/agents";
+import { getStoredAuth } from "@/core/auth";
+import { RouteBaseProvider } from "@/core/route-base";
+import { useAgentModuleConfig } from "@/core/system-settings/hooks";
+
+import AgentChatPage from "./AgentChatPage";
+import { ChatRuntime } from "./WorkspaceRoutes";
+
+/**
+ * 「按类型聚合」模块页（需求 0616 #3 zzJC / #4 zzXD，重做）。
+ *
+ * 一个**常驻外壳**（左栏：按类型分组智能体 + 聊天记录 + admin 设置）包裹右侧对话；
+ * 点击智能体只在模块内切换对话（左栏不卸载，无整页跳转）。模块自带独立路由
+ * ``/page/strategy/qa/{moduleKey}``，并以该路径作为 RouteBase，使内嵌的 AgentChatPage
+ * 所有跳转（新建对话 / onStart 改写 hash）都留在模块子树内。
+ */
+export function AgentModuleRoutes({ module }: { module: AgentModuleConfig }) {
+  const base = `/page/strategy/qa/${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>
+  );
+}
diff --git a/frontend-web/src/pages/StrategyRoutes.tsx b/frontend-web/src/pages/StrategyRoutes.tsx
index af149f3a..c028919e 100644
--- a/frontend-web/src/pages/StrategyRoutes.tsx
+++ b/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
diff --git a/frontend-web/src/pages/WorkspaceRoutes.tsx b/frontend-web/src/pages/WorkspaceRoutes.tsx
index 30ea1f35..edf48355 100644
--- a/frontend-web/src/pages/WorkspaceRoutes.tsx
+++ b/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} />
diff --git a/frontend-web/src/roundtable-planning/pages/RoundtablePlanningPage.tsx b/frontend-web/src/roundtable-planning/pages/RoundtablePlanningPage.tsx
index 7ad4ee81..b260e4d0 100644
--- a/frontend-web/src/roundtable-planning/pages/RoundtablePlanningPage.tsx
+++ b/frontend-web/src/roundtable-planning/pages/RoundtablePlanningPage.tsx
@@ -38,6 +38,7 @@ import {
   Cpu,
   Download,
   History,
+  Layers,
   ListOrdered,
   Loader2,
   Pencil,
@@ -98,6 +99,7 @@ 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 +112,8 @@ 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 +779,34 @@ 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(() => {
@@ -1557,6 +1588,9 @@ export default function RoundtablePlanningPage() {
           onSelectStep2Run={handleSelectStep2Run}
           seatFilter={seatFilter}
           setSeatFilter={setSeatFilter}
+          selectedChainId={autoChainResult?.chain?.id ?? null}
+          onSelectChain={handleSelectChainFromSidebar}
+          onOpenDraft={drafts.handleLoadDraft}
         />
 
         {/* MIDDLE VIEWPORT */}
@@ -2056,6 +2090,12 @@ 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({
@@ -2097,6 +2137,9 @@ function LeftSidebar({
   onSelectStep2Run,
   seatFilter,
   setSeatFilter,
+  selectedChainId,
+  onSelectChain,
+  onOpenDraft,
 }: LeftSidebarProps) {
   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)。
@@ -2223,28 +2266,147 @@ 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,
diff --git a/offline-backend-20260512/backend/CLAUDE.md b/offline-backend-20260512/backend/CLAUDE.md
index 0e623e64..02518325 100644
--- a/offline-backend-20260512/backend/CLAUDE.md
+++ b/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.**
diff --git a/offline-backend-20260512/backend/app/gateway/routers/system_settings.py b/offline-backend-20260512/backend/app/gateway/routers/system_settings.py
index 42e095ef..8a2ec83a 100644
--- a/offline-backend-20260512/backend/app/gateway/routers/system_settings.py
+++ b/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))
diff --git a/offline-backend-20260512/backend/packages/harness/deerflow/config/system_settings.py b/offline-backend-20260512/backend/packages/harness/deerflow/config/system_settings.py
index 21e46372..b32887f8 100644
--- a/offline-backend-20260512/backend/packages/harness/deerflow/config/system_settings.py
+++ b/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")
 
 
diff --git a/offline-backend-20260512/backend/tests/test_agent_modules.py b/offline-backend-20260512/backend/tests/test_agent_modules.py
new file mode 100644
index 00000000..3b8e8fff
--- /dev/null
+++ b/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"]