Merge branch 'master' of http://192.168.0.200/knowledge-base-bj/deerflow-server into gzy

重跑总结/重新或修改流程图前整体复位 ingest 状态为 idle（隐藏旧产物的入库
询问卡/协助卡/手动入库按钮）；流程图类重分析出新图后 runFlowExtract 在 idle
时重新询问，重新生成报告则在报告重写完成后（若已有流程图）重新询问是否入库。

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

.gitignore

@@ -104,3 +104,6 @@ docs/backups
 
 # uv lockfile (not tracked per project preference)
 offline-backend-20260512/backend/uv.lock
+
+# misc
+.DS_Store

CLAUDE.md

@@ -80,10 +80,15 @@ The frontend (`frontend-web/`) is a React 19 + Vite SPA:
 - **Routing**: React Router v7; top-level routes in `src/pages/PageRoutes.tsx`, workspace sub-routes in `src/pages/WorkspaceRoutes.tsx`
 - **Pages**: `ChatPage` (thread chat), `AgentChatPage` (custom agent chat), `AgentsPage`/`NewAgentPage` (agent management), `ScheduledTasksPage`/`ScheduledTaskRunDetailPage` (scheduled tasks), `LightAppManagementPage`/`LightAppListPage`/`LightAppIframeView` (轻应用中心 — register/list/embed mini-apps)
 - **轻应用中心 (Light App Center)**: a sibling of 任务管理 in the sidebar with two pages — 应用管理 (admin registers `window_open` or `iframe` mini-apps with a route-param builder: login params resolved from `localStorage.userInfo`, theme params literal) and 应用列表 (card grid of `window_open` apps, `window.open` launch). `iframe` apps are mounted under a chosen parent menu (XK/PG/TY/综合管理) and **dynamically injected into the sidebar** by `core/page-layout/use-sidebar-menu.ts` (`useSidebarMenuItems`), opening in the `LightAppIframeView` host. Client + React Query hooks in `strategy-components/api/light-apps.ts`; URL builder/constants in `strategy-components/lib/light-app.ts`. Backend: `/api/light-apps` (global/shared, admin-gated writes).
+- **菜单管理 (Menu Management, admin-only)**: an **overlay** over the static sidebar menu — `MenuManagementPage` (`pages/MenuManagementPage.tsx`, route `/page/strategy/admin/menu-management`, opened from the admin-only 「菜单管理」 item in the **bottom-left settings dropdown** of `components/page-sidebar.tsx`). Admins rename / 停用·启用 / reorder (↑↓ or @dnd-kit drag) / re-parent (horizontal drag **or** the edit dialog's 「移动到」parent selector) any node across 一级/二级/三级, **including injected iframe light-app nodes** (`light-app-<appId>`). The static tree (`core/page-layout/sidebar-menu.ts`) stays the source of icons/routes; only per-node deltas (`label`/`disabled`/`parentId`/`sortOrder`) persist to the backend. Merge logic in `core/page-layout/menu-overrides.ts` (`applyMenuOverrides`, applied in `use-sidebar-menu.ts` after light-app injection, before role filter; disabling a node hides its whole subtree) — strict **3-level cap** (`wouldExceedDepth`). Client `strategy-components/api/menu-overrides.ts`. Backend: `/api/menu-overrides` (global/shared; open read, admin atomic replace-all).
+- **敏感词管理 (Sensitive Word Management)**: configures the **展示层脱敏映射** (原始词 → 替换词). **Gated on the username `lqq`** (not the admin role) — `getAccountDisplayName().toLowerCase() === "lqq"` (username = email `@` prefix, else `user_id`, same as the profile page); the dropdown entry, the route guard, and the page-level guard all use this check. `src/lib/desensitize.ts` ships a frozen seed map `SEED_DESENSITIZE_MAP` (the deployment seed) plus a live mutable `DESENSITIZE_MAP` (initialized from the seed so `desensitize()` works before any fetch). `DesensitizeWordsLoader` (mounted in `App.tsx` `AppProviders`) fetches `/api/sensitive-words` on startup and, if non-empty, calls `replaceDesensitizeMap(...)` to make the backend config the source of truth (empty/failed → keep seed). Page `SensitiveWordsPage.tsx` (route `/page/strategy/admin/sensitive-words`, opened from the 「敏感词管理」 item in the **bottom-left settings dropdown** of `components/page-sidebar.tsx`, present in **both** full + collapsed sidebar modes) lists/adds/edits/启停/deletes words and saves the **whole set atomically** (replace-all); a 「导入种子词」 button merges any missing `SEED_DESENSITIZE_MAP` entries into the editor. Client + hooks in `strategy-components/api/sensitive-words.ts` (`wordsToMap` folds enabled rows into the runtime map). Backend: `/api/sensitive-words` (global/shared; open read, write allowed for admin **or** the `lqq` account), mirroring 菜单管理's store shape. **侧边栏 + 导航栏 menu labels are desensitized** at the data source: `useSidebarMenuItems`/`useActiveThirdLevel` (`core/page-layout/use-sidebar-menu.ts`) map every node's `label` through a desensitizer built **directly from the `/api/sensitive-words` query** (`makeDesensitizer(wordsToMap(words))`, falling back to the global seed `desensitize` while empty) — this sidesteps the `replaceDesensitizeMap` effect-timing race. Only `label` is rewritten; `path`/`id`/`icon` are untouched so routing/highlight are unaffected. All nav surfaces (`page-sidebar.tsx`, `page-sidebar-dark.tsx`, `page-sidebar-v1.tsx`, `strategy-components/Header.tsx`, `PageRoutes.tsx`) consume this hook and are covered; `MenuManagementPage` uses the raw tree so admins still edit real labels.
+- **按钮管理 (Task Button Management, admin-only)**: configures the **可配置跳转按钮** rendered in the left task panel of the task deep-link workspaces (rwfx / 3qfx / xdfx, see `TaskFxWorkspace`). Each button = `{business, label, linkType, target, appendTaskId, idParam, idKind, enabled, sortOrder}`; `linkType` is `url` (外链 `window.open`, optional append of `?{idParam}={id}` — **`idParam` is the editable query-param name**, e.g. `id`/`task_id`), `business` (内部切换到另一业务, reuses `resolveTaskDeeplinkTarget`, always task id), or `purpose` (弹出当前任务的「任务目的」表格 via the shared `TaskPurposeDialog`, no target — configurable for any page incl. xdfx). **`idKind` (`task`/`action`) only matters for xdfx**: its deep-link `?taskId=` is an 行动id and the 任务id is resolved at login (`fetchTaskIdFromAction`) — `TaskContext` now also stashes the raw `actionId`, so a url button can append either (default `task`). Page `TaskButtonsPage.tsx` (route `/page/strategy/admin/task-buttons`, **admin-gated**, entry「按钮管理」in the bottom-left settings dropdown of `components/page-sidebar.tsx`, both full + collapsed modes) has per-business tabs, edits name/type/target/启停/排序/增删, saves the **whole set atomically** (replace-all), plus 「导入默认」 to merge code-seed defaults. **Seed/fallback** (like 敏感词管理): only when the whole table is empty (fresh deploy, never saved) do the workspace + page fall back to `defaultTaskButtons(cfg)` — rwfx's url buttons (编辑/下一步/3q详情) built from the **live** `/api/public/config/task-deeplink` plus cross-business switch buttons for **all three** businesses (each switches to the other two — rwfx→三情/行动, 3qfx→任务/行动, xdfx→任务/三情). Once saved, the store is the sole source of truth. The old hardcoded jump buttons were migrated out: `TaskFxWorkspace` no longer hardcodes 切换到三情分析, `TaskActionsPanel` keeps only the non-jump 清除记录, and `TaskPurposePanel` dropped its 3q详情 button (now configurable) **and defaults the 目的树 table to collapsed** (chevron toggle). Helpers `core/auth/task-buttons.ts` (`TaskButton`, `defaultTaskButtons`, `resolveTaskButtons`, `buttonsForBusiness`, `runTaskButton`), client+hooks `strategy-components/api/task-buttons.ts`. Backend: `/api/task-buttons` (global/shared; open read, admin replace-all), store `deerflow.persistence.task_buttons` (table `task_buttons`, auto-created by `create_all`), wired `app.state.task_button_store`. Tests: `tests/test_task_buttons.py`.
 - **State**: TanStack Query for server state, context providers (`SubtasksProvider`, `ArtifactsProvider`, `PromptInputProvider`) scoped to `WorkspaceRoutes`
 - **LLM streaming**: `@langchain/langgraph-sdk` streams messages from the backend via SSE
 - **UI**: Radix UI primitives + TailwindCSS v4 + shadcn-style components in `src/components/ui/`
 - **Shims**: `src/shims/` provides `next/link` and `next/navigation` polyfills (original code was Next.js)
+- **Login URL params** (`LoginPage.tsx`, frontend-only — the backend never sees these): besides the auth params (`ticket`/`userId`/`env`/`theme`/`yUserId`/`token`/`access_token`/`authToken`/`password`), the page supports a **task deep-link** via `?taskId=&goPath=`. After login it calls the consumer API `GET {VITE_AIPI_CONSUMER_URL}/taskAnalyseSearch/cop-task-detail?taskId=` (header `Authorization: Bearer admin`, auto-injected by `utils/request.ts`), stashes the full `data` (`id/overview/taskDirection/taskName/taskContent`) into `sessionStorage["login.copTaskDetail"]`, then routes by `goPath`: base codes `3qfx`/`rwfx`/`xdfx` → that business's configured **single agent** Q&A inside a **任务工作区** (resolved via `/api/business-mapping`; `resolveTaskDeeplinkTarget` calls `persistTaskContext({taskId, agentId, openingText})` and navigates to the `…/chats` **index**, which opens the latest task conversation or 新建 — a 1:N task↔对话 workspace, NOT `pendingAgentMessage`); the `-A` suffix (`3qfx-A`/…) → **multi-agent roundtable** with `roundtablePrefill.businessCode` so the page auto-selects the configured 业务链条. **xdfx's deep-link `?taskId=` is actually an 行动id, not a 任务id** — `resolveDeeplinkTaskId(goPath, rawId)` (called in `LoginPage` before everything) detects `xdfx`/`xdfx-A` and resolves it via `GET {action_detail_url}/{actionId}` → `data.taskId` (`fetchTaskIdFromAction`; `action_test`+`mock.action_detail` for offline testing); the resolved 任务id then drives `cop-task-detail`, the purpose tree, and the 1:N binding (other businesses pass the id through unchanged). goPath→businessCode: `3qfx`→`3Q`, `rwfx`→`6BF`, `xdfx`→`7BF`. The roundtable target also threads the URL `taskId` into `roundtablePrefill.taskId` (`resolveTaskDeeplinkTarget(goPath, detail, taskId)`), which turns on two taskId-scoped behaviors: (1) **separate, unpartitioned per-task storage** — taskId 会商聊天记录 live in their **own** store/table (`roundtable_task_drafts`), keyed **only by `task_id`** (one taskId = many records, shared across users, **no user 分权** at all; `created_by` is audit-only), kept entirely out of the per-user personal store (`roundtable_drafts`, now strictly per-user) so the two never mix. Backend router `/api/roundtable-task-drafts` (`GET /by-task/{id}` + `/by-task/{id}/latest`, `POST`, `GET/PUT/DELETE /{id}` — all user-agnostic); frontend client `roundtable-planning/api/task-drafts.ts`, and `useDraftPersistence`/`useRoundtableDrafts` route **all** CRUD to it when a `taskId` is present (else the personal `drafts.ts`). The matching **background jobs** are shared by task too: `roundtable_jobs.task_id` marks a task job; reads/dedup/stream/resume/cancel pass `?task_id=` so any user opening the task sees the same running 研讨 (progress/flowchart), and the executor writes the final report back to the task-draft store. Existing rows are moved over by `scripts/migrate_roundtable_task_drafts.py` (migration `20260618_01`). The history dropdown filters to the task and 新建 keeps the binding; (2) **Step-3 auto structured output** — after the `roundtable-summary` agent writes the Markdown report it automatically runs a second round emitting a `flow-json` flowchart (`useStep3Summary` `autoFlow`+`chainLevels`), whose hierarchy follows the business chain's stage goals (任务 → 目的 → 行为体 → …; coordinatorPrompt-specified hierarchy wins) and whose nodes never carry 阶段编号/阶段名 (the prior bug). **Both targets render embedded under the 任务管理 layout** — nested routes under `task-management/<business-path>/{roundtable,agent/:agent_id/chats}` in `StrategyRoutes.tsx` (`<business-path>` = `plan-task-sentiment` / `plan-task/plan-task-fx` / `plan-task/plan-task-action`, matching the COH中任务 menu paths in `sidebar-menu.ts`) so the global sidebar keeps 任务管理 → COH中任务 → the matching business highlighted. **All three single-agent businesses share `TaskFxWorkspace`** (`task-components/TaskFxWorkspace.tsx`): left = a「当前任务」card (`readCopTaskDetail()` 任务名称 + 简介, desensitized, 留存 above 新建对话) + per-task 1:N conversation list (`useTaskThreads(taskId, agentId)` — filtered by **both** `metadata.taskId` AND `metadata.agent_id` so the three businesses' conversations stay isolated even though they share one taskId) + 新建对话; the `…/chats` index (`TaskFxIndexResolver`) opens the latest task thread or 新建. The right `:thread_id` host differs by business: **rwfx** → `TaskFxChat` (`AgentChatPage taskGate`) = full workspace (non-`lite`): 目的树闸门 panel + 清除记录 (placed under 新建对话); **xdfx** → also `TaskFxChat` (same 目的树闸门 query+display, same `purpose_detail_url`) but workspace passed `lite`; **3qfx** → `TaskBindChat` (`AgentChatPage taskBind`, `lite`) = 1:N list only, no gate, and 新建对话 **auto-sends** the task opening text (`taskAutoSendText`; gate Line truncated
+- **iframe 嵌入模式 (外部系统用 iframe 套用深链问答/会商)** — 三个**按标签页**开关，全部由深链 URL 参数开启、存进同一份 `sessionStorage` 会话（`embed.session`，键名常量在 `core/embed/embed-session.ts`），跨登录跳转/刷新/页内导航存活，**绝不跨标签污染**同浏览器另开的正常系统页。核心隔离手法：用 `sessionStorage`（按标签页/浏览上下文隔离，iframe 即便同源也有独立一份）而非 `localStorage`（跨标签共享）。开关：(1) **`?embed=1`（可带 `&theme=`）** — 去全局 chrome（`PageLayout` 的 `pageSidebarAllowed && !isEmbedActive()` → 隐藏 Header + PageSidebar）+ 按外部主题色**强制**明/暗：走 next-themes 的 `forcedTheme`（`App.tsx` `AppProviders` 调 `resolveForcedEmbedTheme`，**不写** localStorage `strategy-theme`），离散映射 `dark-blue`/`dark`→深、其余→浅；嵌入侧**绝不**调 `setTheme`/`persistSidebarEnabled`（那俩落 localStorage 跨标签污染，`LoginPage` 据 `readEmbedParam` 跳过）。(2) **`?hideJump=1`** — 隐藏深链底部「快捷跳转」栏 `TaskJumpBar` 的两部分（底部「下一步」等按钮 + 右侧垂直居中悬浮菜单），单智能体问答 + 会商共用该栏，`isJumpBarHidden()` 为真时整条 `return null`。(3) **登录用户隔离** — 嵌入态下鉴权/身份键（`deerflow.auth` token、`userInfo`、`login.*`、`tools_token`、maxkey/userDetail token）全部经 `core/auth/scoped-storage.ts` 的 `authStorage()`（嵌入→sessionStorage / 正常→localStorage）读写，使 iframe 里登录的用户与正常登录用户**完全隔离**、互不覆盖；所有 token 读取都过 `getStoredAuth()`/`getAuthorizationHeaderValue()`（API 客户端 `core/api/*` 全走这俩），改中心函数即让全体调用方自动隔离；跨标签账号变更监听 `AuthSyncWatcher`（`core/auth/sync.tsx`）在嵌入态禁用。嵌入会话在 `main.tsx` 渲染前 `syncEmbedSessionFromCurrentUrl()` 同步启用（早于任何鉴权写入，避免首帧 effect 顺序漏写 localStorage）；`AppProviders` 的 effect 再按 SPA 导航同步。`embed=0`/`hideJump=0` 可显式关闭。正常（非嵌入）标签页所有 `isXxx()` 恒 false，行为**零变化**。第三个开关 `?isolate=1`（**独立登录会话**）把同一套**登录用户隔离**单独提供给**普通（带 chrome）标签页**——只切换鉴权存储、不去 chrome / 不强制主题 / 不动跳转栏：`authStorage()` 的条件从「仅嵌入」放宽为 `isEmbedActive() || isIsolatedSession()`，`AuthSyncWatcher` 的跨标签监听对嵌入态**或**独立态都即时忽略（handler 内实时判，运行时开关也即刻生效）。除 URL 参数外，**设置 → 外观 →「登录会话」** 有一个 Switch「独立登录会话（本标签页）」运行时切换（`setIsolatedSession`，`appearance-settings-page.tsx`）：**开启时先 `migrateAuthToSession()`**（`scoped-storage.ts`，把 localStorage 的受保护键 `deerflow.auth`/`userInfo`/`userId`/`tools_token` + `login.*` 前缀快照搬进 sessionStorage）再翻标志，故无感不登出；此后本标签页登录态独立——别处登录/换号影响不到它，它换号也影响不到别人，但关掉该标签即结束（需重登）。开启给 toast 提示。
 
 ### Configuration
 

frontend-web/.env.development

@@ -4,6 +4,15 @@
 # 任务看板数据源：true=真实接口（默认）；改成 false 可让任务分析/三情分析两页走本地假数据。
 VITE_USE_REAL_DATA=true
 
+# 任务详情（登录深链 cop-task-detail）数据源：默认真实接口；改成 true 走本地假数据（consumer 外网不可达时调试用）。
+VITE_MOCK_COP_TASK_DETAIL=true
+
+# 研判情报报告（大屏绘制智能体深链 selectSqReport）数据源：true 走本地样例假数据（真实接口未就绪时调试用）；联调通过后置 false。
+VITE_MOCK_SQ_REPORT=true
+
+# 深链任务详情（cop-task-detail：任务名称/描述）数据源：true 走本地假数据（真实接口未就绪时调试用）；联调通过后置 false。
+VITE_MOCK_COP_TASK_DETAIL=true
+
 # Gateway / DeerFlow API
 VITE_BACKEND_BASE_URL=http://127.0.0.1:8001
 VITE_LANGGRAPH_BASE_URL=http://127.0.0.1:8001/api
@@ -27,7 +36,7 @@ VITE_AIPI_B2ACTOR_XWT_PATH=/fromB/toXWT?isFrame=1
 VITE_AIPI_KNOWLEDGE_IFRAME_API_URL=https://ch1.b.uat.4.cn/knowes/api/iframeKnowledgeUrl
 VITE_AIPI_KNOWLEDGE_IFRAME_SKIN=red
 VITE_AIPI_MOPECHAT_URL=https://ch1.b.uat.4.cn/likun_b1_mope
-VITE_AIPI_BACKENP_URL=http://localhost:8003
+VITE_AIPI_BACKENP_URL=http://47.88.25.99:8000
 # 工作室/空间后端接口（侧边栏“工作室”列表、空间详情等都走这里，不是 VITE_NOTE_API_BASE_URL）
 # 工作室/空间前端地址（用于 auth/callback 等跳转）
 # VITE_AIPI_FRONTEND_URL=https://knowledgetoolserver.b.uat.4.cn

frontend-web/.env.example

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

frontend-web/.env.network

@@ -4,6 +4,15 @@
 # 任务看板数据源：true=真实接口（默认）；改成 false 可让任务分析/三情分析两页走本地假数据。
 VITE_USE_REAL_DATA=true
 
+# 任务详情（登录深链 cop-task-detail）数据源：默认真实接口；改成 true 走本地假数据（调试用）。
+VITE_MOCK_COP_TASK_DETAIL=false
+
+# 研判情报报告（大屏绘制智能体深链 selectSqReport）数据源：默认真实接口；真实接口未就绪可改 true 走本地样例假数据。
+VITE_MOCK_SQ_REPORT=false
+
+# 深链任务详情（cop-task-detail）数据源：默认真实接口；真实接口未就绪可改 true 走本地假数据。
+VITE_MOCK_COP_TASK_DETAIL=false
+
 # Gateway / DeerFlow API
 VITE_BACKEND_BASE_URL=http://47.88.25.99:7001
 VITE_LANGGRAPH_BASE_URL=http://47.88.25.99:7001/api

frontend-web/.env.production

@@ -4,6 +4,12 @@
 # 任务看板数据源：true=真实接口（默认）；改成 false 可让任务分析/三情分析两页走本地假数据。
 VITE_USE_REAL_DATA=true
 
+# 任务详情（登录深链 cop-task-detail）数据源：默认真实接口；改成 true 走本地假数据（调试用）。
+VITE_MOCK_COP_TASK_DETAIL=false
+
+# 研判情报报告（大屏绘制智能体深链 selectSqReport）数据源：默认真实接口；真实接口未就绪可改 true 走本地样例假数据。
+VITE_MOCK_SQ_REPORT=false
+
 # Gateway / DeerFlow API
 VITE_BACKEND_BASE_URL=https://ch1.b.uat.4.cn/deerflow
 VITE_LANGGRAPH_BASE_URL=https://ch1.b.uat.4.cn/deerflow/api

frontend-web/.env.sit

@@ -4,6 +4,15 @@
 # 任务看板数据源：true=真实接口（默认）；改成 false 可让任务分析/三情分析两页走本地假数据。
 VITE_USE_REAL_DATA=true
 
+# 任务详情（登录深链 cop-task-detail）数据源：默认真实接口；改成 true 走本地假数据（调试用）。
+VITE_MOCK_COP_TASK_DETAIL=false
+
+# 研判情报报告（大屏绘制智能体深链 selectSqReport）数据源：默认真实接口；真实接口未就绪可改 true 走本地样例假数据。
+VITE_MOCK_SQ_REPORT=false
+
+# 深链任务详情（cop-task-detail）数据源：默认真实接口；真实接口未就绪可改 true 走本地假数据。
+VITE_MOCK_COP_TASK_DETAIL=false
+
 # Gateway / DeerFlow API
 VITE_BACKEND_BASE_URL=https://ch1.b.sit.4.cn/deerflow
 VITE_LANGGRAPH_BASE_URL=https://ch1.b.sit.4.cn/deerflow/api

frontend-web/src/App.tsx

@@ -1,7 +1,8 @@
-import { useMemo } from "react";
+import { useEffect, useMemo } from "react";
 import { Navigate, Route, Routes } from "react-router-dom";
 import { ThemeProvider as NextThemesProvider } from "next-themes";
 
+import { DesensitizeWordsLoader } from "@/components/desensitize-words-loader";
 import { FontScaleApplier } from "@/components/font-scale";
 import { QueryClientProvider } from "@/components/query-client-provider";
 import { AuthSyncWatcher } from "@/core/auth/sync";
@@ -16,6 +17,10 @@ import {
 } from "@/core/embed/params";
 import { usePublicEmbedTheme } from "@/core/embed/background";
 import { readWujieProps } from "@/core/embed/wujie";
+import {
+  resolveForcedEmbedTheme,
+  syncEmbedSessionFromSearch,
+} from "@/core/embed/embed-session";
 
 import { HashRouter, useLocation } from "react-router-dom";
 
@@ -40,7 +45,16 @@ function AppProviders({ children }: { children: React.ReactNode }) {
   const locale = useMemo(() => detectLocale(), []);
   const location = useLocation();
   const publicEmbedTheme = usePublicEmbedTheme();
+  // iframe 嵌入会话（按标签页 sessionStorage）集中在此同步：任何带 `&embed=1` 的入口（深链登录页
+  // 或直接深链路由）一进来就启用、`embed=0` 关闭，后续干净路由靠会话维持去 chrome + 强制主题。
+  useEffect(() => {
+    syncEmbedSessionFromSearch(location.search);
+  }, [location.search]);
   const forcedTheme = useMemo(() => {
+    // iframe 嵌入模式（外部系统 `&embed=1`）最高优先：按本标签页的嵌入主题强制明/暗。
+    // 走 next-themes forcedTheme（不写 localStorage）→ 同浏览器另开的正常系统页不受影响。
+    const embedTheme = resolveForcedEmbedTheme(location.search);
+    if (embedTheme) return embedTheme;
     const routeTheme = resolveForcedThemeForPath(location.pathname);
     if (routeTheme) return routeTheme;
     if (location.pathname === "/embed/roundtable") {
@@ -76,6 +90,7 @@ function AppProviders({ children }: { children: React.ReactNode }) {
           <ThemeProvider>
             <ChatProvider>
               <AuthSyncWatcher />
+              <DesensitizeWordsLoader />
               <FontScaleApplier />
               {children}
             </ChatProvider>
@@ -86,12 +101,22 @@ function AppProviders({ children }: { children: React.ReactNode }) {
   );
 }
 
+/**
+ * 根路由 `/` → `/login` 重定向，**保留 query string**。
+ * 外部系统的任务深链落在 `#/?taskId=...&goPath=...`，裸 `<Navigate to="/login">` 会丢掉
+ * query，导致 LoginPage 读不到参数；这里把 search 一并带过去。
+ */
+function RootRedirect() {
+  const { search } = useLocation();
+  return <Navigate to={`/login${search}`} replace />;
+}
+
 export function App() {
   return (
     <HashRouter>
       <AppProviders>
         <Routes>
-          <Route path="/" element={<Navigate to="/login" replace />} />
+          <Route path="/" element={<RootRedirect />} />
           <Route path="/login" element={<LoginPage />} />
           <Route path="/login/:username" element={<LoginPage />} />
           <Route path="/landing" element={<LandingPage />} />

frontend-web/src/components/desensitize-words-loader.tsx

@@ -0,0 +1,27 @@
+import { useEffect } from "react";
+
+import { replaceDesensitizeMap } from "@/lib/desensitize";
+import { useSensitiveWords, wordsToMap } from "@/strategy-components/api/sensitive-words";
+
+/**
+ * 启动时把后台「敏感词管理」配置加载进运行时脱敏映射表。
+ *
+ * - 后台返回**非空**时：用其中「启用」的词条整体替换运行时映射
+ *   （{@link replaceDesensitizeMap}），后台即唯一真源，被删除的词不再生效。
+ * - 后台为空（全新部署还没配置）或拉取失败：什么都不做，保持使用
+ *   `src/lib/desensitize.ts` 内置的种子映射。
+ *
+ * 渲染 `null`；挂在 `AppProviders` 里（QueryClientProvider 之内）。与「敏感词管理」
+ * 页共享同一份 React Query 缓存，保存后会自动刷新并回灌运行时映射。
+ */
+export function DesensitizeWordsLoader() {
+  const { data } = useSensitiveWords();
+
+  useEffect(() => {
+    if (data && data.length > 0) {
+      replaceDesensitizeMap(wordsToMap(data));
+    }
+  }, [data]);
+
+  return null;
+}

frontend-web/src/components/page-sidebar-dark.tsx

@@ -6,6 +6,8 @@ import { getStoredAuth } from "@/core/auth";
 import { isWujieEnv } from "@/core/embed/wujie";
 import {
   defaultExpandedIds,
+  menuItemContainsPath,
+  menuItemMatchesPath,
   type MenuItem,
 } from "@/core/page-layout/sidebar-menu";
 import { useSidebarMenuItems } from "@/core/page-layout/use-sidebar-menu";
@@ -53,13 +55,7 @@ export function PageSidebarDark({ collapsed, onToggleCollapsed }: PageSidebarDar
     }, 180);
   };
 
-  const hasActiveChild = (item: MenuItem): boolean => {
-    if (item.path && (pathname === item.path || pathname.startsWith(item.path + "/"))) {
-      return true;
-    }
-
-    return item.children?.some(hasActiveChild) ?? false;
-  };
+  const hasActiveChild = (item: MenuItem): boolean => menuItemContainsPath(item, pathname);
 
   // lazy init：仅在首次 render 计算一次 active id；之后由下面的 useEffect 跟随 pathname 同步
   const [activeTopId, setActiveTopId] = useState<string>(
@@ -152,9 +148,9 @@ export function PageSidebarDark({ collapsed, onToggleCollapsed }: PageSidebarDar
   const isSidebarItemActive = (item: MenuItem) =>
     inWujieEnv
       ? item.id === activeTopId
-      : item.path
-        ? pathname === item.path || pathname.startsWith(item.path + "/")
-        : hasActiveChild(item);
+      : item.path || item.aliasPaths?.length
+        ? menuItemMatchesPath(item, pathname)
+        : menuItemContainsPath(item, pathname);
   const handleSidebarItemClick = (item: MenuItem) => {
     if (inWujieEnv) {
       handleTopItemClick(item);
@@ -176,7 +172,9 @@ export function PageSidebarDark({ collapsed, onToggleCollapsed }: PageSidebarDar
       {items.map((item) => {
         const hasChildren = !!item.children?.length;
         const isExpanded = expandedIds.has(item.id);
-        const isSelected = item.path ? pathname === item.path : hasActiveChild(item);
+        const isSelected = item.path || item.aliasPaths?.length
+          ? menuItemMatchesPath(item, pathname)
+          : hasActiveChild(item);
 
         return (
           <div

frontend-web/src/components/page-sidebar.tsx

@@ -7,7 +7,10 @@ import {
   ChevronsUpDown,
   Folder,
   FolderOpen,
+  ListTree,
+  MousePointerClick,
   Settings,
+  ShieldAlert,
   User,
   Wrench,
 } from "lucide-react";
@@ -21,13 +24,20 @@ import {
 import { NotificationDialog } from "@/components/workspace/notification-dialog";
 import { SettingsDialog } from "@/components/workspace/settings";
 import { useTheme } from "@/contexts/ThemeContext";
-import { getStoredAuth } from "@/core/auth";
+import { getAccountDisplayName, getStoredAuth } from "@/core/auth";
+
+/** 敏感词管理仅对用户名为 lqq 的账号可见（用户名 = 设置→个人信息页展示名）。 */
+const SENSITIVE_WORDS_USERNAME = "lqq";
+const canManageSensitiveWords = () =>
+  getAccountDisplayName().toLowerCase() === SENSITIVE_WORDS_USERNAME;
 import { isWujieEnv } from "@/core/embed/wujie";
 import { useI18n } from "@/core/i18n/hooks";
 import { useUnreadCount } from "@/core/notifications";
 import {
   defaultExpandedIds,
   getActiveThirdLevelItems,
+  menuItemContainsPath,
+  menuItemMatchesPath,
   type MenuItem,
 } from "@/core/page-layout/sidebar-menu";
 import { useSidebarMenuItems } from "@/core/page-layout/use-sidebar-menu";
@@ -41,12 +51,8 @@ type PageSidebarProps = {
 
 type SettingsSection = "account" | "appearance" | "memory" | "tools" | "about";
 
-const hasActiveChild = (item: MenuItem, pathname: string): boolean => {
-  if (item.path && (pathname === item.path || pathname.startsWith(item.path + "/"))) {
-    return true;
-  }
-  return item.children?.some((child) => hasActiveChild(child, pathname)) ?? false;
-};
+const hasActiveChild = (item: MenuItem, pathname: string): boolean =>
+  menuItemContainsPath(item, pathname);
 
 const findFirstRoutePath = (items?: MenuItem[]): string | null => {
   if (!items?.length) {
@@ -116,9 +122,9 @@ function SecondaryNavSidebar() {
   const secondaryItems = activeTopItem?.children ?? [];
 
   const isItemActive = (item: MenuItem) =>
-    item.path
-      ? pathname === item.path || pathname.startsWith(item.path + "/")
-      : hasActiveChild(item, pathname);
+    item.path || item.aliasPaths?.length
+      ? menuItemMatchesPath(item, pathname)
+      : menuItemContainsPath(item, pathname);
 
   const handleItemClick = (item: MenuItem) => {
     const path = item.path ?? findFirstRoutePath(item.children);
@@ -200,6 +206,30 @@ function SecondaryNavSidebar() {
                     <User className="size-4" />
                     个人信息
                   </DropdownMenuItem>
+                  {isAdmin && (
+                    <DropdownMenuItem
+                      onClick={() => navigate("/page/strategy/admin/menu-management")}
+                    >
+                      <ListTree className="size-4" />
+                      菜单管理
+                    </DropdownMenuItem>
+                  )}
+                  {isAdmin && (
+                    <DropdownMenuItem
+                      onClick={() => navigate("/page/strategy/admin/task-buttons")}
+                    >
+                      <MousePointerClick className="size-4" />
+                      按钮管理
+                    </DropdownMenuItem>
+                  )}
+                  {canManageSensitiveWords() && (
+                    <DropdownMenuItem
+                      onClick={() => navigate("/page/strategy/admin/sensitive-words")}
+                    >
+                      <ShieldAlert className="size-4" />
+                      敏感词管理
+                    </DropdownMenuItem>
+                  )}
                 </DropdownMenuContent>
               </DropdownMenu>
             ) : null}
@@ -211,9 +241,8 @@ function SecondaryNavSidebar() {
           <nav className="light-sidebar-subnav" aria-label="三级菜单">
             {thirdItems.map((child) => {
               const ChildIcon = child.icon;
-              const childActive = child.path
-                ? pathname === child.path || pathname.startsWith(child.path + "/")
-                : hasActiveChild(child, pathname);
+              const childActive = menuItemMatchesPath(child, pathname)
+                || (child.children?.length ? menuItemContainsPath(child, pathname) : false);
               return (
                 <button
                   key={child.id}
@@ -301,7 +330,7 @@ function LegacyAccordionSidebar({
 
   const renderLeaf = (item: MenuItem, depth = 0) => {
     const Icon = item.icon;
-    const isActive = !!item.path && pathname === item.path;
+    const isActive = menuItemMatchesPath(item, pathname);
 
     return (
       <button
@@ -467,6 +496,24 @@ function LegacyAccordionSidebar({
                 <User className="size-4" />
                 个人信息
               </DropdownMenuItem>
+              {isAdmin && (
+                <DropdownMenuItem onClick={() => navigate("/page/strategy/admin/menu-management")}>
+                  <ListTree className="size-4" />
+                  菜单管理
+                </DropdownMenuItem>
+              )}
+              {isAdmin && (
+                <DropdownMenuItem onClick={() => navigate("/page/strategy/admin/task-buttons")}>
+                  <MousePointerClick className="size-4" />
+                  按钮管理
+                </DropdownMenuItem>
+              )}
+              {canManageSensitiveWords() && (
+                <DropdownMenuItem onClick={() => navigate("/page/strategy/admin/sensitive-words")}>
+                  <ShieldAlert className="size-4" />
+                  敏感词管理
+                </DropdownMenuItem>
+              )}
             </DropdownMenuContent>
           </DropdownMenu>
         ) : (

frontend-web/src/components/ui/auto-grow-textarea.tsx

@@ -0,0 +1,59 @@
+import * as React from "react";
+
+export interface AutoGrowTextareaProps
+  extends React.TextareaHTMLAttributes<HTMLTextAreaElement> {
+  /** 内容增长高度上限(px)，超过后框内滚动。默认 200。 */
+  maxHeight?: number;
+}
+
+/**
+ * 自适应高度的多行输入框。
+ *
+ * 内容增多时自动扩展高度（输入框处于底部布局时即「向上扩展」），到 `maxHeight` 后框内滚动。
+ * 体验对齐通用问答页（`/page/strategy/qa/general`）的 tdesign `autosize` 输入框，但保留原生
+ * `<textarea>`，从而沿用各调用处自带的 Tailwind 样式 / 边框 / 占位色，无需 TDesign 包裹层。
+ *
+ * 用法：当成普通受控 `<textarea>` 用（传 `value` + `onChange`）。高度在布局阶段随 `value` 重算，
+ * 也在 `onChange` 时即时重算（兼顾非受控/输入法场景）。最小高度交给调用方的 `min-h-*` className
+ * 或 `rows` 控制——本组件不强加最小高度。换行/发送（Enter/Shift+Enter）逻辑由调用方的
+ * `onKeyDown` 决定。
+ */
+export const AutoGrowTextarea = React.forwardRef<
+  HTMLTextAreaElement,
+  AutoGrowTextareaProps
+>(function AutoGrowTextarea(
+  { maxHeight = 200, value, onChange, onInput, style, rows = 1, ...rest },
+  ref,
+) {
+  const innerRef = React.useRef<HTMLTextAreaElement | null>(null);
+  React.useImperativeHandle(ref, () => innerRef.current as HTMLTextAreaElement);
+
+  const resize = React.useCallback(() => {
+    const el = innerRef.current;
+    if (!el) return;
+    el.style.height = "auto";
+    const next = Math.min(el.scrollHeight, maxHeight);
+    el.style.height = `${next}px`;
+    el.style.overflowY = el.scrollHeight > maxHeight ? "auto" : "hidden";
+  }, [maxHeight]);
+
+  // 受控值变化（含外部清空、粘贴大段文本）后在布局阶段重算，避免闪烁。
+  React.useLayoutEffect(() => {
+    resize();
+  }, [resize, value]);
+
+  return (
+    <textarea
+      ref={innerRef}
+      rows={rows}
+      value={value}
+      onChange={onChange}
+      onInput={(e) => {
+        onInput?.(e);
+        resize();
+      }}
+      style={{ resize: "none", ...style }}
+      {...rest}
+    />
+  );
+});

frontend-web/src/components/wiki/KnowledgeManage.tsx

@@ -0,0 +1,429 @@
+import { Plus, Trash2 } from "lucide-react";
+import { useEffect, useMemo, useState } from "react";
+import { toast } from "sonner";
+
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { ScrollArea } from "@/components/ui/scroll-area";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Textarea } from "@/components/ui/textarea";
+import {
+  useExtractTemplateActions,
+  useExtractTemplates,
+  useFolderActions,
+  useKnowledgeFolders,
+} from "@/core/knowledge/hooks";
+import type {
+  ExtractTemplateScope,
+  KnowledgeExtractTemplate,
+} from "@/core/knowledge/types";
+import { cn } from "@/lib/utils";
+
+const NONE = "__none__";
+
+/** A dropdown of managed directories (+ an "unfiled" option). */
+export function FolderSelect({
+  value,
+  onChange,
+  disabled,
+  triggerClassName,
+  allowNone = true,
+}: {
+  value: string | null;
+  onChange: (v: string | null) => void;
+  disabled?: boolean;
+  triggerClassName?: string;
+  allowNone?: boolean;
+}) {
+  const { data: folders = [] } = useKnowledgeFolders();
+  return (
+    <Select
+      value={value ?? NONE}
+      onValueChange={(v) => onChange(v === NONE ? null : v)}
+      disabled={disabled}
+    >
+      <SelectTrigger className={cn("h-9", triggerClassName)}>
+        <SelectValue placeholder="选择目录" />
+      </SelectTrigger>
+      <SelectContent>
+        {allowNone ? <SelectItem value={NONE}>（不归类）</SelectItem> : null}
+        {folders.map((f) => (
+          <SelectItem key={f.id} value={f.path}>
+            {f.path}
+          </SelectItem>
+        ))}
+      </SelectContent>
+    </Select>
+  );
+}
+
+/** A dropdown of enabled extraction templates applicable to a scope. */
+export function TemplateSelect({
+  value,
+  onChange,
+  scope,
+  disabled,
+  triggerClassName,
+}: {
+  value: string | null;
+  onChange: (v: string | null) => void;
+  scope: ExtractTemplateScope;
+  disabled?: boolean;
+  triggerClassName?: string;
+}) {
+  const { data: templates = [] } = useExtractTemplates(scope, true);
+  return (
+    <Select
+      value={value ?? NONE}
+      onValueChange={(v) => onChange(v === NONE ? null : v)}
+      disabled={disabled}
+    >
+      <SelectTrigger className={cn("h-9", triggerClassName)}>
+        <SelectValue placeholder="默认模板" />
+      </SelectTrigger>
+      <SelectContent>
+        <SelectItem value={NONE}>默认模板</SelectItem>
+        {templates.map((t) => (
+          <SelectItem key={t.id} value={t.id}>
+            {t.name}
+            {t.is_default ? " · 默认" : ""}
+          </SelectItem>
+        ))}
+      </SelectContent>
+    </Select>
+  );
+}
+
+/** Create / rename / delete knowledge directories. */
+export function FolderManageDialog({
+  open,
+  onOpenChange,
+}: {
+  open: boolean;
+  onOpenChange: (v: boolean) => void;
+}) {
+  const { data: folders = [], isLoading } = useKnowledgeFolders();
+  const { create, rename, remove } = useFolderActions();
+  const [newPath, setNewPath] = useState("");
+
+  const handleCreate = async () => {
+    const path = newPath.trim();
+    if (!path) {
+      toast.error("请输入目录路径");
+      return;
+    }
+    try {
+      await create.mutateAsync(path);
+      toast.success("目录已创建");
+      setNewPath("");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "创建失败");
+    }
+  };
+
+  const handleRename = async (folderId: string, current: string) => {
+    const next = window.prompt("重命名 / 移动目录（输入新的完整路径，斜杠分隔）", current);
+    if (next === null) return;
+    try {
+      await rename.mutateAsync({ folderId, path: next });
+      toast.success("已更新");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "更新失败");
+    }
+  };
+
+  const handleDelete = async (folderId: string, path: string) => {
+    if (!window.confirm(`删除目录「${path}」？其中的知识将变为未归类（不会被删除）。`)) return;
+    try {
+      await remove.mutateAsync({ folderId });
+      toast.success("目录已删除");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "删除失败");
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-lg">
+        <DialogHeader>
+          <DialogTitle>目录管理</DialogTitle>
+          <DialogDescription>
+            自建知识目录,用斜杠分隔多级(如「投研/行业」)。删除目录只会让其中的知识变为未归类。
+          </DialogDescription>
+        </DialogHeader>
+        <div className="flex items-center gap-2">
+          <Input
+            placeholder="新目录路径,如 投研/行业"
+            value={newPath}
+            onChange={(e) => setNewPath(e.target.value)}
+            onKeyDown={(e) => {
+              if (e.key === "Enter") void handleCreate();
+            }}
+          />
+          <Button onClick={() => void handleCreate()} disabled={create.isPending}>
+            <Plus className="size-4" /> 新建
+          </Button>
+        </div>
+        <ScrollArea className="max-h-[50vh]">
+          {isLoading ? (
+            <div className="text-muted-foreground p-3 text-sm">加载中...</div>
+          ) : folders.length === 0 ? (
+            <div className="text-muted-foreground rounded-md border border-dashed p-6 text-center text-sm">
+              还没有目录,先在上方新建一个。
+            </div>
+          ) : (
+            <ul className="flex flex-col gap-1 p-1">
+              {folders.map((f) => (
+                <li
+                  key={f.id}
+                  className="flex items-center justify-between gap-2 rounded-md border px-3 py-2 text-sm dark:border-slate-700"
+                >
+                  <span className="truncate font-mono text-[13px]">{f.path}</span>
+                  <div className="flex shrink-0 items-center gap-1">
+                    <Button size="sm" variant="ghost" onClick={() => void handleRename(f.id, f.path)}>
+                      重命名
+                    </Button>
+                    <Button
+                      size="sm"
+                      variant="ghost"
+                      className="text-red-600 hover:text-red-700"
+                      onClick={() => void handleDelete(f.id, f.path)}
+                    >
+                      <Trash2 className="size-4" />
+                    </Button>
+                  </div>
+                </li>
+              ))}
+            </ul>
+          )}
+        </ScrollArea>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>
+            关闭
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+const SCOPE_LABELS: Record<ExtractTemplateScope, string> = {
+  thread: "对话",
+  document: "文档",
+  both: "通用",
+};
+
+const EMPTY_DRAFT = {
+  name: "",
+  scope: "both" as ExtractTemplateScope,
+  description: "",
+  system_prompt: "",
+  is_default: false,
+  enabled: true,
+};
+
+/** Create / edit / delete the editable extraction-prompt templates. */
+export function ExtractTemplateManageDialog({
+  open,
+  onOpenChange,
+}: {
+  open: boolean;
+  onOpenChange: (v: boolean) => void;
+}) {
+  const { data: templates = [], isLoading } = useExtractTemplates();
+  const { create, update, remove } = useExtractTemplateActions();
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [draft, setDraft] = useState({ ...EMPTY_DRAFT });
+
+  const selected = useMemo(
+    () => templates.find((t) => t.id === selectedId) ?? null,
+    [templates, selectedId],
+  );
+
+  // Load the selected template into the editable draft (or reset for "new").
+  useEffect(() => {
+    if (selected) {
+      setDraft({
+        name: selected.name,
+        scope: selected.scope,
+        description: selected.description ?? "",
+        system_prompt: selected.system_prompt,
+        is_default: selected.is_default,
+        enabled: selected.enabled,
+      });
+    } else {
+      setDraft({ ...EMPTY_DRAFT });
+    }
+  }, [selected]);
+
+  const startNew = () => setSelectedId(null);
+
+  const handleSave = async () => {
+    if (!draft.name.trim() || !draft.system_prompt.trim()) {
+      toast.error("请填写名称与提示词正文");
+      return;
+    }
+    try {
+      if (selectedId) {
+        await update.mutateAsync({ templateId: selectedId, data: draft });
+        toast.success("已保存");
+      } else {
+        const created = await create.mutateAsync(draft);
+        setSelectedId(created.id);
+        toast.success("模板已创建");
+      }
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "保存失败");
+    }
+  };
+
+  const handleDelete = async (t: KnowledgeExtractTemplate) => {
+    if (!window.confirm(`删除模板「${t.name}」？`)) return;
+    try {
+      await remove.mutateAsync(t.id);
+      if (selectedId === t.id) setSelectedId(null);
+      toast.success("已删除");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "删除失败");
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="w-[95vw] max-w-[95vw] sm:max-w-[1800px]">
+        <DialogHeader>
+          <DialogTitle>抽取提示词模板</DialogTitle>
+          <DialogDescription>
+            编辑驱动「知识沉淀」的提炼提示词,可新建多套抽取逻辑。沉淀对话/导入文件时可选用对应模板;未选则用该类型的默认模板。
+          </DialogDescription>
+        </DialogHeader>
+        <div className="grid grid-cols-[240px_minmax(0,1fr)] gap-4">
+          {/* template list */}
+          <div className="flex min-h-0 flex-col gap-2">
+            <Button size="sm" variant={selectedId === null ? "default" : "outline"} onClick={startNew}>
+              <Plus className="size-4" /> 新建模板
+            </Button>
+            <ScrollArea className="max-h-[50vh] rounded-md border dark:border-slate-700">
+              {isLoading ? (
+                <div className="text-muted-foreground p-3 text-sm">加载中...</div>
+              ) : (
+                <ul className="flex flex-col">
+                  {templates.map((t) => (
+                    <li key={t.id}>
+                      <button
+                        type="button"
+                        onClick={() => setSelectedId(t.id)}
+                        className={cn(
+                          "flex w-full items-center justify-between gap-2 border-b px-3 py-2 text-left text-sm last:border-b-0 dark:border-slate-800",
+                          selectedId === t.id ? "bg-slate-100 dark:bg-slate-800" : "hover:bg-slate-50 dark:hover:bg-slate-800/50",
+                        )}
+                      >
+                        <span className="min-w-0">
+                          <span className="block truncate">{t.name}</span>
+                          <span className="text-muted-foreground text-[11px]">
+                            {SCOPE_LABELS[t.scope]}
+                            {t.is_default ? " · 默认" : ""}
+                            {t.enabled ? "" : " · 已停用"}
+                          </span>
+                        </span>
+                      </button>
+                    </li>
+                  ))}
+                </ul>
+              )}
+            </ScrollArea>
+          </div>
+
+          {/* editor */}
+          <div className="flex flex-col gap-3">
+            <div className="flex items-center gap-2">
+              <Input
+                placeholder="模板名称"
+                value={draft.name}
+                onChange={(e) => setDraft((d) => ({ ...d, name: e.target.value }))}
+              />
+              <Select
+                value={draft.scope}
+                onValueChange={(v) => setDraft((d) => ({ ...d, scope: v as ExtractTemplateScope }))}
+              >
+                <SelectTrigger className="w-28">
+                  <SelectValue />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value="both">通用</SelectItem>
+                  <SelectItem value="thread">对话</SelectItem>
+                  <SelectItem value="document">文档</SelectItem>
+                </SelectContent>
+              </Select>
+            </div>
+            <Input
+              placeholder="简介(可选)"
+              value={draft.description}
+              onChange={(e) => setDraft((d) => ({ ...d, description: e.target.value }))}
+            />
+            <Textarea
+              rows={16}
+              placeholder="提示词正文(system prompt)。这里直接控制提炼粒度——想保留更多信息,就在此放宽要求、要求结构化更详细的输出。"
+              value={draft.system_prompt}
+              onChange={(e) => setDraft((d) => ({ ...d, system_prompt: e.target.value }))}
+              className="h-[50vh] max-h-[50vh] resize-none overflow-y-auto font-mono text-xs"
+            />
+            <div className="flex flex-wrap items-center gap-4 text-sm">
+              <label className="flex items-center gap-1.5">
+                <input
+                  type="checkbox"
+                  checked={draft.is_default}
+                  onChange={(e) => setDraft((d) => ({ ...d, is_default: e.target.checked }))}
+                  className="size-4"
+                />
+                设为该类型默认
+              </label>
+              <label className="flex items-center gap-1.5">
+                <input
+                  type="checkbox"
+                  checked={draft.enabled}
+                  onChange={(e) => setDraft((d) => ({ ...d, enabled: e.target.checked }))}
+                  className="size-4"
+                />
+                启用
+              </label>
+              <div className="ml-auto flex items-center gap-2">
+                {selected ? (
+                  <Button
+                    variant="ghost"
+                    className="text-red-600 hover:text-red-700"
+                    onClick={() => void handleDelete(selected)}
+                  >
+                    <Trash2 className="size-4" /> 删除
+                  </Button>
+                ) : null}
+                <Button onClick={() => void handleSave()} disabled={create.isPending || update.isPending}>
+                  {selectedId ? "保存" : "创建"}
+                </Button>
+              </div>
+            </div>
+          </div>
+        </div>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>
+            关闭
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}

frontend-web/src/components/wiki/WikiContent.tsx

@@ -22,6 +22,7 @@ import type {
 
 import { Breadcrumb } from "./Breadcrumb";
 import { DocumentToolbar } from "./DocumentToolbar";
+import { FolderSelect } from "./KnowledgeManage";
 import { FloatingToc } from "./FloatingToc";
 import { MarkdownViewer } from "./MarkdownViewer";
 import { RelatedDocs } from "./RelatedDocs";
@@ -35,6 +36,7 @@ import {
   downloadMarkdown,
   extractToc,
   formatDateTime,
+  localizeHeadings,
   noteBreadcrumbSegments,
   splitRelatedSection,
 } from "./wikiUtils";
@@ -102,10 +104,14 @@ export function WikiContent({
 
   // Pull the backend-injected `## Related` wikilinks out of the body so they
   // render as a structured module; editing still works on the full source.
-  const { body, related } = useMemo(
+  // After extraction, localize the English section headings (Context / Finding
+  // / Reasoning / …) to Chinese for display — `extractToc` and the viewer share
+  // this transformed text so heading anchors stay consistent.
+  const { body: rawBody, related } = useMemo(
     () => splitRelatedSection(note.content_md),
     [note.content_md],
   );
+  const body = useMemo(() => localizeHeadings(rawBody), [rawBody]);
   const toc = useMemo(() => extractToc(body), [body]);
   // The floating outline only shows h2/h3 — deeper levels are noise.
   const outlineItems = useMemo(
@@ -177,6 +183,15 @@ export function WikiContent({
     }
   };
 
+  const handleMoveFolder = async (folder: string | null) => {
+    try {
+      await update.mutateAsync({ noteId: note.id, data: { folder } });
+      toast.success(folder ? `已移动到「${folder}」` : "已移出目录");
+    } catch (error) {
+      toast.error(error instanceof Error ? error.message : "移动失败");
+    }
+  };
+
   const handleArchive = async () => {
     try {
       await remove.mutateAsync({ noteId: note.id });
@@ -277,6 +292,15 @@ export function WikiContent({
                   {note.created_at ? (
                     <MetaTag>创建：{formatDateTime(note.created_at).slice(0, 10)}</MetaTag>
                   ) : null}
+                  <span className="inline-flex items-center gap-1 text-xs text-slate-500 dark:text-slate-400">
+                    目录
+                    <FolderSelect
+                      value={note.folder ?? null}
+                      onChange={(v) => void handleMoveFolder(v)}
+                      disabled={update.isPending}
+                      triggerClassName="h-6 w-[10rem] text-xs"
+                    />
+                  </span>
                   {note.tags.map((tag) => (
                     <button
                       key={tag}

frontend-web/src/components/wiki/WikiHeader.tsx

@@ -1,9 +1,11 @@
 import {
   Copy,
+  FolderTree,
   Menu,
   Network,
   Plus,
   RefreshCw,
+  SlidersHorizontal,
   Upload,
 } from "lucide-react";
 
@@ -48,6 +50,8 @@ export function WikiHeader({
   onDedup,
   onGraph,
   onCreate,
+  onManageFolders,
+  onManageTemplates,
 }: {
   onToggleSidebar: () => void;
   onImportFile: () => void;
@@ -55,6 +59,8 @@ export function WikiHeader({
   onDedup: () => void;
   onGraph: () => void;
   onCreate: () => void;
+  onManageFolders: () => void;
+  onManageTemplates: () => void;
 }) {
   return (
     <header className="flex h-14 shrink-0 items-center justify-between border-b border-slate-100 bg-white px-4 sm:px-6 dark:border-slate-800 dark:bg-slate-900">
@@ -83,6 +89,16 @@ export function WikiHeader({
           label="批量导入"
           onClick={onBatchImport}
         />
+        <HeaderButton
+          icon={<FolderTree className="size-4" />}
+          label="目录管理"
+          onClick={onManageFolders}
+        />
+        <HeaderButton
+          icon={<SlidersHorizontal className="size-4" />}
+          label="抽取模板"
+          onClick={onManageTemplates}
+        />
         <HeaderButton
           icon={<Copy className="size-4" />}
           label="查重"

frontend-web/src/components/wiki/wikiTypes.ts

@@ -14,4 +14,6 @@ export interface TreeNode {
   type: "folder" | "file";
   children?: TreeNode[];
   item?: KnowledgeNote;
+  /** Full slash-joined directory path (folder nodes only). */
+  folderPath?: string;
 }

frontend-web/src/components/wiki/wikiUtils.ts

@@ -19,6 +19,73 @@ export const STATUS_LABELS: Record<string, string> = {
 
 const FALLBACK_FOLDER = "未分类";
 
+/**
+ * Display labels for known English directory segments (the wiki-capture
+ * categories that historically drove the vault path). Keyed by the lowercased
+ * segment. User-created folders are arbitrary (usually Chinese) and simply don't
+ * match, so they pass through unchanged.
+ */
+const FOLDER_LABELS: Record<string, string> = {
+  synthesis: "分析综合",
+  concepts: "概念框架",
+  concept: "概念框架",
+  references: "外部来源",
+  reference: "外部来源",
+  decision: "决策记录",
+  journal: "会话纪要",
+  session: "会话纪要",
+};
+
+/** Map a known English directory segment to its Chinese display label (else unchanged). */
+export function localizeFolderName(name: string): string {
+  return FOLDER_LABELS[name.trim().toLowerCase()] ?? name;
+}
+
+/**
+ * Canonical English wiki-capture section headings → Chinese display labels.
+ * Keyed by the lowercased, symbol-stripped heading text.
+ */
+const HEADING_LABELS: Record<string, string> = {
+  context: "背景",
+  "finding / decision": "结论 / 决策",
+  "finding/decision": "结论 / 决策",
+  finding: "结论",
+  decision: "决策",
+  reasoning: "推理依据",
+  implications: "影响 / 后续",
+  sources: "来源",
+  related: "相关知识",
+  merged: "已合并",
+};
+
+/**
+ * Replace the canonical English wiki-capture section headings (`## Context`,
+ * `## Finding / Decision`, …) with Chinese labels at render time. Operates on
+ * heading lines only (fenced code blocks are skipped) and matches the heading
+ * text case-insensitively, so **all historical notes are localized with no data
+ * migration**. Heading levels are preserved; because `extractToc` and the
+ * markdown viewer both receive this same transformed text, the slug/anchor ids
+ * stay consistent.
+ */
+export function localizeHeadings(markdown: string): string {
+  let inFence = false;
+  return markdown
+    .split("\n")
+    .map((line) => {
+      if (/^\s*(```|~~~)/.test(line)) {
+        inFence = !inFence;
+        return line;
+      }
+      if (inFence) return line;
+      const match = /^(#{1,4})\s+(.+?)\s*$/.exec(line);
+      if (!match) return line;
+      const key = match[2].replace(/[#`*_~]/g, "").trim().toLowerCase();
+      const zh = HEADING_LABELS[key];
+      return zh ? `${match[1]} ${zh}` : line;
+    })
+    .join("\n");
+}
+
 /** Stable slug for a heading: keeps CJK characters, collapses whitespace to dashes. */
 export function slugify(text: string): string {
   return text
@@ -119,16 +186,17 @@ export function splitRelatedSection(markdown: string): {
   return { body, related };
 }
 
-/** Folder path segments for a note: vault_path directories, else its source-type group. */
+/**
+ * Folder path segments for a note. The user-assigned ``folder`` (a slash-joined
+ * path) is authoritative; unfiled notes fall back to a source-type group so the
+ * tree is never empty. (The old behavior keyed off ``vault_path`` — the fixed
+ * ``projects/<project>/<category>`` scaffold — which the editable directory now
+ * replaces.)
+ */
 export function noteFolderSegments(note: KnowledgeNote): string[] {
-  const rawPath = note.vault_path?.replace(/\\/g, "/").replace(/^\/+/, "");
-  if (rawPath && rawPath.includes("/")) {
-    let segments = rawPath.split("/").slice(0, -1).filter(Boolean);
-    // Vault notes live under projects/<project>/<category>/ — the first two
-    // levels are constant scaffolding, so hide them from the directory tree.
-    if (segments[0] === "projects" || segments[0] === "project") {
-      segments = segments.slice(2);
-    }
+  const folder = (note.folder || "").replace(/^\/+|\/+$/g, "").trim();
+  if (folder) {
+    const segments = folder.split("/").map((s) => s.trim()).filter(Boolean);
     if (segments.length > 0) return segments;
   }
   return [SOURCE_TYPE_LABELS[note.source_type] ?? FALLBACK_FOLDER];
@@ -136,7 +204,7 @@ export function noteFolderSegments(note: KnowledgeNote): string[] {
 
 /** Breadcrumb segments for a note (folders only; the title is appended by the caller). */
 export function noteBreadcrumbSegments(note: KnowledgeNote): string[] {
-  return ["问答梳理", ...noteFolderSegments(note)];
+  return ["问答梳理", ...noteFolderSegments(note).map(localizeFolderName)];
 }
 
 function sortTree(nodes: TreeNode[]): void {
@@ -153,7 +221,10 @@ function sortTree(nodes: TreeNode[]): void {
  * Build the directory tree from the flat note list. Notes with a vault_path
  * become nested folders mirroring that path; others are grouped by source type.
  */
-export function buildKnowledgeTree(notes: KnowledgeNote[]): TreeNode[] {
+export function buildKnowledgeTree(
+  notes: KnowledgeNote[],
+  folderPaths: string[] = [],
+): TreeNode[] {
   const root: TreeNode[] = [];
   const folderMap = new Map<string, TreeNode>();
 
@@ -164,7 +235,9 @@ export function buildKnowledgeTree(notes: KnowledgeNote[]): TreeNode[] {
       path = path ? `${path}/${segment}` : segment;
       let node = folderMap.get(path);
       if (!node) {
-        node = { id: `folder:${path}`, name: segment, type: "folder", children: [] };
+        // Display name is localized (known English category → 中文); the id /
+        // folderPath keep the raw segment so filtering/matching is unaffected.
+        node = { id: `folder:${path}`, name: localizeFolderName(segment), type: "folder", children: [], folderPath: path };
         folderMap.set(path, node);
         children.push(node);
       }
@@ -173,6 +246,13 @@ export function buildKnowledgeTree(notes: KnowledgeNote[]): TreeNode[] {
     return children;
   };
 
+  // Pre-create managed (possibly empty) directories so a freshly-made folder
+  // shows up in the tree before any note is filed into it.
+  for (const path of folderPaths) {
+    const segments = path.split("/").map((s) => s.trim()).filter(Boolean);
+    if (segments.length) ensureFolder(segments);
+  }
+
   for (const note of notes) {
     ensureFolder(noteFolderSegments(note)).push({
       id: note.id,

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

@@ -0,0 +1,479 @@
+"use client";
+
+import {
+  CheckIcon,
+  Loader2,
+  PencilIcon,
+  PlusIcon,
+  RefreshCwIcon,
+  Trash2Icon,
+  UserPlusIcon,
+  UsersIcon,
+} from "lucide-react";
+import { useEffect, useMemo, useState } from "react";
+import { toast } from "sonner";
+
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { Textarea } from "@/components/ui/textarea";
+import { resolveTagColor } from "@/components/workspace/tags/tag-colors";
+import {
+  POSITION_RESOURCE_HINT,
+  POSITION_RESOURCE_LABELS,
+  POSITION_RESOURCE_TYPES,
+  resourceTypeToTagType,
+  useAddMembers,
+  useCreatePosition,
+  useDeletePosition,
+  usePositionMembers,
+  usePositionTagBindings,
+  usePositionUsers,
+  usePositions,
+  useRemoveMembers,
+  useResyncPosition,
+  useSetTagBindings,
+  useUpdatePosition,
+  type Position,
+  type PositionResourceType,
+  type TagBindings,
+} from "@/core/positions";
+import { useTags } from "@/core/tags";
+import { cn } from "@/lib/utils";
+
+function errMsg(e: unknown): string {
+  return String(e instanceof Error ? e.message : e);
+}
+
+/** Inline multi-select chip row for the tags of one resource type. */
+function TagMultiSelect({
+  resourceType,
+  value,
+  onChange,
+}: {
+  resourceType: PositionResourceType;
+  value: string[];
+  onChange: (next: string[]) => void;
+}) {
+  const { data: tags, isLoading } = useTags(resourceTypeToTagType(resourceType));
+  const toggle = (id: string) =>
+    onChange(value.includes(id) ? value.filter((x) => x !== id) : [...value, id]);
+
+  if (isLoading) {
+    return <Loader2 className="text-muted-foreground size-4 animate-spin" />;
+  }
+  if (!tags || tags.length === 0) {
+    return (
+      <span className="text-muted-foreground text-xs">
+        暂无{POSITION_RESOURCE_LABELS[resourceType]}标签，请先到「标签管理」创建。
+      </span>
+    );
+  }
+  return (
+    <div className="flex flex-wrap items-center gap-1.5">
+      {tags.map((tag) => {
+        const checked = value.includes(tag.id);
+        const color = resolveTagColor(tag.color);
+        return (
+          <button
+            key={tag.id}
+            type="button"
+            onClick={() => toggle(tag.id)}
+            className={cn(
+              "inline-flex items-center gap-1 rounded-full border px-3 py-1 text-xs font-medium transition-all",
+              color.chip,
+              checked ? "ring-foreground/40 ring-2 ring-offset-1" : "opacity-45 hover:opacity-90",
+            )}
+          >
+            {checked && <CheckIcon className="size-3" />}
+            {tag.name}
+          </button>
+        );
+      })}
+    </div>
+  );
+}
+
+function PositionFormDialog({
+  open,
+  onOpenChange,
+  editing,
+}: {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  editing: Position | null;
+}) {
+  const createPosition = useCreatePosition();
+  const updatePosition = useUpdatePosition();
+  const [name, setName] = useState("");
+  const [description, setDescription] = useState("");
+  const [isDefault, setIsDefault] = useState(false);
+
+  const [syncedFor, setSyncedFor] = useState<string | null>(null);
+  const syncKey = `${open}:${editing?.id ?? "new"}`;
+  if (open && syncedFor !== syncKey) {
+    setName(editing?.name ?? "");
+    setDescription(editing?.description ?? "");
+    setIsDefault(editing?.is_default ?? false);
+    setSyncedFor(syncKey);
+  }
+  if (!open && syncedFor !== null) setSyncedFor(null);
+
+  const pending = createPosition.isPending || updatePosition.isPending;
+  const handleSave = async () => {
+    const trimmed = name.trim();
+    if (!trimmed) return;
+    try {
+      if (editing) {
+        await updatePosition.mutateAsync({ id: editing.id, input: { name: trimmed, description, is_default: isDefault } });
+      } else {
+        await createPosition.mutateAsync({ name: trimmed, description, is_default: isDefault });
+      }
+      onOpenChange(false);
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>{editing ? "编辑岗位" : "新增岗位"}</DialogTitle>
+        </DialogHeader>
+        <div className="flex flex-col gap-4">
+          <div className="flex flex-col gap-1.5">
+            <label className="text-sm font-medium">岗位名称</label>
+            <Input value={name} onChange={(e) => setName(e.target.value)} placeholder="如：理赔专员" maxLength={191} />
+          </div>
+          <div className="flex flex-col gap-1.5">
+            <label className="text-sm font-medium">描述</label>
+            <Textarea value={description} onChange={(e) => setDescription(e.target.value)} rows={2} maxLength={1024} />
+          </div>
+          <label className="flex cursor-pointer items-center gap-2 text-sm">
+            <input type="checkbox" checked={isDefault} onChange={(e) => setIsDefault(e.target.checked)} />
+            设为默认岗位（未分配岗位的用户继承此岗位的配置）
+          </label>
+        </div>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>取消</Button>
+          <Button onClick={handleSave} disabled={pending || !name.trim()}>
+            {pending && <Loader2 className="size-4 animate-spin" />}保存
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function AddMembersDialog({
+  open,
+  onOpenChange,
+  positionId,
+}: {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  positionId: string;
+}) {
+  const { data: users, isLoading } = usePositionUsers();
+  const addMembers = useAddMembers();
+  const [selected, setSelected] = useState<Set<string>>(new Set());
+  const [search, setSearch] = useState("");
+
+  useEffect(() => {
+    if (open) setSelected(new Set());
+  }, [open]);
+
+  const filtered = useMemo(() => {
+    const list = users ?? [];
+    const q = search.trim().toLowerCase();
+    return q ? list.filter((u) => u.email.toLowerCase().includes(q)) : list;
+  }, [users, search]);
+
+  const toggle = (id: string) => {
+    setSelected((prev) => {
+      const next = new Set(prev);
+      if (next.has(id)) next.delete(id);
+      else next.add(id);
+      return next;
+    });
+  };
+
+  const handleSave = async () => {
+    if (selected.size === 0) return;
+    try {
+      await addMembers.mutateAsync({ positionId, userIds: [...selected] });
+      toast.success(`已为 ${selected.size} 名用户配置岗位`);
+      onOpenChange(false);
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-lg">
+        <DialogHeader>
+          <DialogTitle>批量添加成员</DialogTitle>
+        </DialogHeader>
+        <Input value={search} onChange={(e) => setSearch(e.target.value)} placeholder="搜索邮箱…" />
+        <div className="max-h-72 overflow-y-auto rounded-md border">
+          {isLoading && (
+            <div className="text-muted-foreground flex items-center justify-center gap-2 py-6">
+              <Loader2 className="size-4 animate-spin" />加载用户…
+            </div>
+          )}
+          {!isLoading && filtered.length === 0 && (
+            <div className="text-muted-foreground py-6 text-center text-sm">无匹配用户</div>
+          )}
+          {filtered.map((u) => {
+            const checked = selected.has(u.id);
+            return (
+              <button
+                key={u.id}
+                type="button"
+                onClick={() => toggle(u.id)}
+                className={cn(
+                  "flex w-full items-center justify-between gap-2 border-b px-3 py-2 text-left text-sm last:border-b-0 hover:bg-muted/50",
+                  checked && "bg-muted/40",
+                )}
+              >
+                <span className="truncate">
+                  {u.email}
+                  {u.system_role === "admin" && <span className="text-muted-foreground ml-2 text-xs">(管理员)</span>}
+                </span>
+                <span className="flex items-center gap-2">
+                  {u.position_id && u.position_id !== positionId && (
+                    <span className="text-muted-foreground text-xs">已属其他岗位</span>
+                  )}
+                  <span className={cn("flex size-4 items-center justify-center rounded border", checked ? "bg-foreground text-background border-foreground" : "border-muted-foreground/40")}>
+                    {checked && <CheckIcon className="size-3" />}
+                  </span>
+                </span>
+              </button>
+            );
+          })}
+        </div>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>取消</Button>
+          <Button onClick={handleSave} disabled={addMembers.isPending || selected.size === 0}>
+            {addMembers.isPending && <Loader2 className="size-4 animate-spin" />}添加 {selected.size > 0 ? `(${selected.size})` : ""}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function PositionDetail({ position }: { position: Position }) {
+  const { data: serverBindings } = usePositionTagBindings(position.id);
+  const { data: members } = usePositionMembers(position.id);
+  const setBindings = useSetTagBindings();
+  const removeMembers = useRemoveMembers();
+  const resync = useResyncPosition();
+  const [draft, setDraft] = useState<TagBindings>({});
+  const [addOpen, setAddOpen] = useState(false);
+
+  // Reload the draft whenever the selected position or its server bindings change.
+  const [loadedFor, setLoadedFor] = useState<string | null>(null);
+  const loadKey = `${position.id}:${serverBindings ? "ready" : "loading"}`;
+  if (serverBindings && loadedFor !== loadKey) {
+    setDraft({ ...serverBindings });
+    setLoadedFor(loadKey);
+  }
+
+  const setType = (rt: PositionResourceType, ids: string[]) =>
+    setDraft((prev) => ({ ...prev, [rt]: ids }));
+
+  const handleSaveBindings = async () => {
+    try {
+      await setBindings.mutateAsync({ positionId: position.id, bindings: draft });
+      toast.success("标签配置已保存，已同步岗位成员");
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  const handleResync = async () => {
+    try {
+      const n = await resync.mutateAsync(position.id);
+      toast.success(`已重新同步 ${n} 名成员`);
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  const handleRemove = async (userId: string) => {
+    try {
+      await removeMembers.mutateAsync({ positionId: position.id, userIds: [userId] });
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  return (
+    <div className="flex flex-col gap-6">
+      <div className="rounded-lg border p-4">
+        <div className="mb-3 flex items-center justify-between">
+          <h3 className="text-sm font-semibold">默认资源标签配置</h3>
+          <Button size="sm" onClick={handleSaveBindings} disabled={setBindings.isPending}>
+            {setBindings.isPending && <Loader2 className="size-4 animate-spin" />}保存标签配置
+          </Button>
+        </div>
+        <div className="flex flex-col divide-y">
+          {POSITION_RESOURCE_TYPES.map((rt) => (
+            <div key={rt} className="flex flex-col gap-2 py-3 first:pt-0 last:pb-0">
+              <div className="flex items-baseline gap-2">
+                <span className="text-sm font-medium">{POSITION_RESOURCE_LABELS[rt]}</span>
+                <span className="text-muted-foreground text-xs">{POSITION_RESOURCE_HINT[rt]}</span>
+              </div>
+              <TagMultiSelect resourceType={rt} value={draft[rt] ?? []} onChange={(ids) => setType(rt, ids)} />
+            </div>
+          ))}
+        </div>
+      </div>
+
+      <div className="rounded-lg border p-4">
+        <div className="mb-3 flex items-center justify-between">
+          <h3 className="flex items-center gap-1.5 text-sm font-semibold">
+            <UsersIcon className="size-4" />岗位成员 ({members?.length ?? 0})
+          </h3>
+          <div className="flex gap-2">
+            <Button size="sm" variant="outline" onClick={handleResync} disabled={resync.isPending}>
+              {resync.isPending ? <Loader2 className="size-4 animate-spin" /> : <RefreshCwIcon className="size-4" />}重新同步
+            </Button>
+            <Button size="sm" onClick={() => setAddOpen(true)}>
+              <UserPlusIcon className="size-4" />添加成员
+            </Button>
+          </div>
+        </div>
+        {members && members.length > 0 ? (
+          <div className="flex flex-col divide-y">
+            {members.map((m) => (
+              <div key={m.id} className="flex items-center justify-between py-2 text-sm">
+                <span className="truncate">{m.email}</span>
+                <Button variant="ghost" size="icon" onClick={() => handleRemove(m.id)} aria-label="移除">
+                  <Trash2Icon className="text-destructive size-4" />
+                </Button>
+              </div>
+            ))}
+          </div>
+        ) : (
+          <div className="text-muted-foreground py-6 text-center text-sm">暂无成员</div>
+        )}
+      </div>
+
+      <AddMembersDialog open={addOpen} onOpenChange={setAddOpen} positionId={position.id} />
+    </div>
+  );
+}
+
+export function PositionManagementPage() {
+  const { data: positions, isLoading, error } = usePositions();
+  const deletePosition = useDeletePosition();
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [dialogOpen, setDialogOpen] = useState(false);
+  const [editing, setEditing] = useState<Position | null>(null);
+
+  const selected = useMemo(
+    () => positions?.find((p) => p.id === selectedId) ?? null,
+    [positions, selectedId],
+  );
+  // Auto-select the first position once loaded.
+  useEffect(() => {
+    if (!selectedId && positions && positions.length > 0) setSelectedId(positions[0].id);
+  }, [positions, selectedId]);
+
+  const handleDelete = async (p: Position) => {
+    if (!window.confirm(`确认删除岗位「${p.name}」？其成员将回退到默认岗位。`)) return;
+    try {
+      await deletePosition.mutateAsync(p.id);
+      if (selectedId === p.id) setSelectedId(null);
+    } catch (e) {
+      toast.error(errMsg(e));
+    }
+  };
+
+  return (
+    <div className="flex size-full min-h-0 flex-col gap-4 overflow-auto p-6">
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-lg font-semibold">岗位管理</h1>
+          <p className="text-muted-foreground text-sm">
+            为岗位配置默认智能体/技能/定时任务/推荐问题的标签，并批量分配给用户。
+          </p>
+        </div>
+        <Button size="sm" onClick={() => { setEditing(null); setDialogOpen(true); }}>
+          <PlusIcon className="size-4" />新增岗位
+        </Button>
+      </div>
+
+      {isLoading && (
+        <div className="text-muted-foreground flex items-center justify-center gap-2 py-12">
+          <Loader2 className="size-4 animate-spin" />加载中…
+        </div>
+      )}
+      {error && <div className="text-destructive text-sm">{errMsg(error)}</div>}
+
+      {!isLoading && !error && (
+        <div className="grid grid-cols-1 gap-6 lg:grid-cols-[280px_1fr]">
+          <div className="flex flex-col gap-2">
+            {positions && positions.length === 0 && (
+              <div className="text-muted-foreground rounded-lg border border-dashed py-8 text-center text-sm">
+                还没有岗位，点击「新增岗位」创建。
+              </div>
+            )}
+            {positions?.map((p) => (
+              <div
+                key={p.id}
+                onClick={() => setSelectedId(p.id)}
+                className={cn(
+                  "group cursor-pointer rounded-lg border p-3 transition-colors",
+                  selectedId === p.id ? "border-foreground bg-muted/40" : "hover:bg-muted/30",
+                )}
+              >
+                <div className="flex items-center justify-between">
+                  <div className="flex items-center gap-2">
+                    <span className="text-sm font-medium">{p.name}</span>
+                    {p.is_default && (
+                      <span className="rounded bg-blue-100 px-1.5 py-0.5 text-[10px] text-blue-700 dark:bg-blue-950 dark:text-blue-300">默认</span>
+                    )}
+                  </div>
+                  <div className="flex opacity-0 transition-opacity group-hover:opacity-100">
+                    <Button variant="ghost" size="icon" onClick={(e) => { e.stopPropagation(); setEditing(p); setDialogOpen(true); }} aria-label="编辑">
+                      <PencilIcon className="size-3.5" />
+                    </Button>
+                    <Button variant="ghost" size="icon" onClick={(e) => { e.stopPropagation(); void handleDelete(p); }} aria-label="删除">
+                      <Trash2Icon className="text-destructive size-3.5" />
+                    </Button>
+                  </div>
+                </div>
+                <div className="text-muted-foreground mt-1 flex items-center gap-2 text-xs">
+                  <UsersIcon className="size-3" />{p.member_count} 名成员
+                </div>
+              </div>
+            ))}
+          </div>
+
+          <div>
+            {selected ? (
+              <PositionDetail key={selected.id} position={selected} />
+            ) : (
+              <div className="text-muted-foreground rounded-lg border border-dashed py-16 text-center text-sm">
+                选择左侧一个岗位以配置标签与成员
+              </div>
+            )}
+          </div>
+        </div>
+      )}
+
+      <PositionFormDialog open={dialogOpen} onOpenChange={setDialogOpen} editing={editing} />
+    </div>
+  );
+}

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

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

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

@@ -12,7 +12,7 @@ export function UserManagementPage() {
   const { data: users, isLoading, error } = useAllUsers(true);
 
   return (
-    <div className="flex flex-col gap-6 p-6">
+    <div className="flex size-full min-h-0 flex-col gap-6 overflow-auto p-6">
       <SettingsSection
         title={t.adminUsers.title}
         description={t.adminUsers.description}

frontend-web/src/components/workspace/agent-icon-color.ts

@@ -0,0 +1,35 @@
+/**
+ * 智能体图标底色 —— 按 id 稳定散列到一组主题色，复刻参考图的彩色方块。
+ *
+ * 浅色模式沿用原高彩度彩色（不改）；深蓝主题改用《深蓝 UI 规范》§1.1.7/§1.1.8 的蓝-青系
+ * （docs/ui规范-深蓝，克制、不刺眼），仅深蓝主题下生效，互不影响。
+ *
+ * 全量版通用问答左栏（GeneralQaSidebar）与 zzJC/zzXD 模块左栏（AgentModuleSidebar）共用，
+ * 保证彩色卡片配色完全一致。
+ */
+
+const AGENT_COLORS_LIGHT = [
+  { from: "#fb7185", to: "#ef4444" },
+  { from: "#60a5fa", to: "#3b82f6" },
+  { from: "#fbbf24", to: "#f59e0b" },
+  { from: "#34d399", to: "#10b981" },
+  { from: "#a78bfa", to: "#8b5cf6" },
+] as const;
+
+const AGENT_COLORS_DARK = [
+  { from: "#4096FF", to: "#1677FF" }, // 蓝（链接蓝 → 主色）
+  { from: "#36CFC9", to: "#13C2C2" }, // 青（辅色）
+  { from: "#6388FF", to: "#0958D9" }, // 紫蓝（装饰紫 → 主色深一档）
+  { from: "#5CDBD3", to: "#08979C" }, // 浅青 → 深青
+  { from: "#69B1FF", to: "#003EB3" }, // 浅蓝 → 主色按下
+] as const;
+
+/** 按 agent id 稳定散列出一对渐变色（from → to）。`isDark` 切换深蓝/浅色调色板。 */
+export function agentColor(id: string, isDark: boolean) {
+  let hash = 0;
+  for (let i = 0; i < id.length; i++) {
+    hash = (hash * 31 + id.charCodeAt(i)) >>> 0;
+  }
+  const palette = isDark ? AGENT_COLORS_DARK : AGENT_COLORS_LIGHT;
+  return palette[hash % palette.length]!;
+}

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

@@ -2,6 +2,7 @@
 
 import {
   BotIcon,
+  ClockIcon,
   CopyIcon,
   EyeOffIcon,
   GlobeIcon,
@@ -78,6 +79,7 @@ import type { Agent, AgentQuestion, UpdateAgentRequest } from "@/core/agents";
 import { getStoredAuth } from "@/core/auth";
 import { useI18n } from "@/core/i18n/hooks";
 import { useSkills } from "@/core/skills/hooks";
+import { formatDateTime } from "@/core/utils/datetime";
 import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
 
@@ -227,6 +229,10 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
   );
   const [editPublished, setEditPublished] = useState(agent.published);
   const [editIsPrivate, setEditIsPrivate] = useState(agent.is_private);
+  // 会商席位「技能识别强化」开关（弱模型补偿）。默认关。
+  const [editSeatSkillDirective, setEditSeatSkillDirective] = useState(
+    agent.seat_skill_directive ?? false,
+  );
   const [editSquareId, setEditSquareId] = useState(agent.square_id ?? "");
   const [publishPickerOpen, setPublishPickerOpen] = useState(false);
   const { data: publishSquares } = usePublishSquares();
@@ -272,6 +278,7 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
     setEditSquareId(agent.square_id ?? "");
     setSelectedSkills(agent.skills ?? []);
     setEditCommonQuestions(normalizeAgentQuestions(agent.common_questions));
+    setEditSeatSkillDirective(agent.seat_skill_directive ?? false);
   }, [
     agent.common_questions,
     agent.description,
@@ -280,6 +287,7 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
     agent.published,
     agent.square_id,
     agent.skills,
+    agent.seat_skill_directive,
     editOpen,
   ]);
 
@@ -293,6 +301,8 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
     if (agentDetail) {
       setEditSoul(agentDetail.soul ?? "");
       setEditCommonQuestions(normalizeAgentQuestions(agentDetail.common_questions));
+      // 列表响应不带 config 额外字段（seat_skill_directive 为 null），详情才有真值。
+      setEditSeatSkillDirective(agentDetail.seat_skill_directive ?? false);
     } else {
       setEditSoul(agent.soul ?? "");
     }
@@ -384,6 +394,8 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
       request.skills = selectedSkills;
     if (JSON.stringify(nextQuestions) !== JSON.stringify(baselineQuestions))
       request.common_questions = nextQuestions;
+    if (editSeatSkillDirective !== ((agentDetail?.seat_skill_directive ?? agent.seat_skill_directive) ?? false))
+      request.seat_skill_directive = editSeatSkillDirective;
 
     if (Object.keys(request).length === 0) {
       setEditOpen(false);
@@ -605,6 +617,17 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
       </button>
     ) : null;
 
+  const createdAtText = formatDateTime(agent.created_at);
+  const createdAtNode = createdAtText ? (
+    <div
+      className="text-muted-foreground flex max-w-full items-center gap-1 text-xs"
+      title={`创建时间：${createdAtText}`}
+    >
+      <ClockIcon className="size-3.5 shrink-0" />
+      <span className="truncate">创建时间：{createdAtText}</span>
+    </div>
+  ) : null;
+
   // 技能英文名 → 中文名映射,用于把智能体的技能徽章显示为中文(agent.skills 只存英文名)。
   const skillNameZhMap = useMemo(() => {
     const map = new Map<string, string>();
@@ -820,6 +843,7 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
           </CardDescription>
         )}
         {publisherNode && <div className="mt-2">{publisherNode}</div>}
+        {createdAtNode && <div className="mt-1">{createdAtNode}</div>}
       </CardHeader>
 
       {(agent.tags?.length ?? 0) > 0 && (
@@ -866,6 +890,7 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
           </p>
         )}
         {publisherNode && <div className="mt-0.5">{publisherNode}</div>}
+        {createdAtNode && <div className="mt-0.5">{createdAtNode}</div>}
       </div>
       <div className="flex shrink-0 items-center gap-1">
         {showActionRow && actionButtons}
@@ -945,6 +970,19 @@ export function AgentCard({ agent, layout = "card", onPublisherClick }: AgentCar
                 onChange={setEditCommonQuestions}
               />
             </div>
+            <div className="flex items-center justify-between gap-3 rounded-md border p-3">
+              <div>
+                <p className="text-sm font-medium">会商技能识别强化</p>
+                <p className="text-muted-foreground text-xs">
+                  作为会商席位时，把已配置技能（含 SKILL.md 路径与「先 read_file
+                  再用」硬指令）拼进任务，补偿弱模型不识别技能。也可在业务链条配置里打开（任一即生效）。
+                </p>
+              </div>
+              <Switch
+                checked={editSeatSkillDirective}
+                onCheckedChange={setEditSeatSkillDirective}
+              />
+            </div>
             <div className="flex items-center justify-between rounded-md border p-3">
               <div>
                 <p className="text-sm font-medium">公开发布</p>

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

@@ -0,0 +1,620 @@
+"use client";
+
+import {
+  Bot,
+  ChevronDown,
+  Download,
+  FileJson,
+  FileText,
+  Loader2,
+  MessageSquare,
+  MoreHorizontal,
+  Pencil,
+  Pin,
+  PinOff,
+  Search,
+  Share2,
+  Star,
+  Trash2,
+  X,
+} from "lucide-react";
+import Link from "next/link";
+import { useParams, usePathname, useRouter } from "next/navigation";
+import { useCallback, useEffect, useMemo, useState } from "react";
+import { toast } from "sonner";
+
+import { agentColor } from "@/components/workspace/agent-icon-color";
+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 {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { ShareConversationDialog } from "@/components/workspace/thread-share-dialogs";
+import { useTheme } from "@/contexts/ThemeContext";
+import { useAgentsPaginated } from "@/core/agents";
+import { getAPIClient } from "@/core/api";
+import { useI18n } from "@/core/i18n/hooks";
+import { useRouteBase } from "@/core/route-base";
+import { usePublishSquares } from "@/core/system-settings/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,
+  sortThreadsPinnedFirst,
+  titleOfThread,
+  usePathOfThread,
+} from "@/core/threads/utils";
+import { env } from "@/env";
+import { desensitize } from "@/lib/desensitize";
+import { isIMEComposing } from "@/lib/ime";
+import { cn } from "@/lib/utils";
+
+/** 「我的」作用域的下拉选项值；其余选项值为各发布广场（publish square）的 id。 */
+const MINE_SCOPE = "mine";
+
+// 列表一次拉取的条数。超出时底部出现「查看全部」入口，跳到完整的智能体管理页，
+// 避免静默截断。侧边栏只做快速切换，不在此分页。
+const LIST_PAGE_SIZE = 50;
+
+// 「最近的对话」未搜索时最多展示条数（与首页「通用问答」左栏一致）。
+const MAX_RECENT_CHATS = 10;
+
+/**
+ * 智能体问答页左侧「智能体列表 + 最近对话」栏（参考首页通用问答左栏）。
+ *
+ * 自上而下：
+ *   1. 顶部下拉：选「我的」（默认，= 我创建/收藏的）或任一「广场」（发布广场），
+ *      与「智能体管理」页主标签一致；下方为智能体名称模糊搜索框。
+ *   2. 智能体列表：所选作用域下的智能体；点击进入该智能体的新对话。当前智能体高亮。
+ *   3. 最近的对话：跨智能体的近期会话（参考首页），点击打开；支持重命名/置顶/收藏/
+ *      分享/导出/删除。当前会话高亮。
+ *
+ * 仅在独立的智能体问答整页展示；任务工作区 / zzJC·zzXD 模块 / 嵌入态不展示。
+ */
+export function AgentChatSidebar({ activeAgentId }: { activeAgentId?: string }) {
+  const { t } = useI18n();
+  const routeBase = useRouteBase();
+  const { theme } = useTheme();
+  const isDark = theme === "dark";
+
+  const { data: publishSquares } = usePublishSquares();
+  // 每个发布广场对应一个下拉选项；后端至少返回一个内置默认广场。
+  const squares = useMemo(
+    () => publishSquares?.squares ?? [],
+    [publishSquares?.squares],
+  );
+
+  // 作用域：MINE_SCOPE 或某个广场 id。默认「我的」。
+  const [scope, setScope] = useState<string>(MINE_SCOPE);
+
+  // 模糊搜索智能体名称：防抖 300ms 后走服务端 search（后端按原始名 / 脱敏名匹配），
+  // 在当前来源（我的 / 某广场）内过滤，能搜全量而非仅当前 50 条。
+  const [searchInput, setSearchInput] = useState("");
+  const [search, setSearch] = useState("");
+  useEffect(() => {
+    const timer = setTimeout(() => setSearch(searchInput.trim()), 300);
+    return () => clearTimeout(timer);
+  }, [searchInput]);
+
+  // 「智能体」区可收起（持久化）；收起后只留标题栏，下方「最近的对话」占满剩余空间。
+  const [agentsCollapsed, setAgentsCollapsed] = useState(
+    () =>
+      typeof window !== "undefined" &&
+      localStorage.getItem("agent-chat-sidebar:agents-collapsed") === "true",
+  );
+  const toggleAgents = () =>
+    setAgentsCollapsed((v) => {
+      localStorage.setItem("agent-chat-sidebar:agents-collapsed", String(!v));
+      return !v;
+    });
+
+  // 若所选广场被管理员删除，回退到「我的」，避免指向不存在的广场。
+  useEffect(() => {
+    if (
+      scope !== MINE_SCOPE &&
+      squares.length > 0 &&
+      !squares.some((sq) => sq.id === scope)
+    ) {
+      setScope(MINE_SCOPE);
+    }
+  }, [scope, squares]);
+
+  const isMine = scope === MINE_SCOPE;
+  const { agents, total, isLoading, isFetching } = useAgentsPaginated({
+    scope: isMine ? "mine" : "square",
+    sort: "time_desc",
+    page: 1,
+    pageSize: LIST_PAGE_SIZE,
+    square: isMine ? undefined : scope,
+    search: search || undefined,
+  });
+
+  return (
+    // 配色与 AgentModuleSidebar 一致：浅色白底，深蓝主题半透明深蓝玻璃面板。
+    <aside className="flex h-full w-(--sidebar-width) shrink-0 flex-col overflow-hidden border-r border-border/70 bg-white text-foreground backdrop-blur-md dark:border-[#2b8ffe]/45 dark:bg-[#032650]/80">
+      {/* 智能体（上半，可收起）。展开时：标题栏 + 来源下拉/名称搜索 + 列表；
+          收起时只留标题栏，下方「最近的对话」占满剩余空间。 */}
+      <div
+        className={cn(
+          "flex flex-col",
+          agentsCollapsed ? "shrink-0" : "min-h-0 flex-[3]",
+        )}
+      >
+        <button
+          type="button"
+          onClick={toggleAgents}
+          className="text-foreground/80 hover:bg-accent/40 flex shrink-0 items-center justify-between border-b border-border/60 px-3 py-2.5 text-[12px] font-semibold transition-colors select-none"
+          title={agentsCollapsed ? "展开智能体" : "收起智能体"}
+        >
+          <span>智能体</span>
+          <ChevronDown
+            className={cn(
+              "text-muted-foreground size-4 shrink-0 transition-transform duration-200",
+              agentsCollapsed && "-rotate-90",
+            )}
+          />
+        </button>
+
+        {!agentsCollapsed && (
+          <>
+            {/* 来源下拉（我的 / 各广场）+ 智能体名称模糊搜索 */}
+            <div className="shrink-0 space-y-2 border-b border-border/60 px-3 py-2.5">
+              <Select value={scope} onValueChange={setScope}>
+                <SelectTrigger className="h-9 w-full text-sm" title="切换智能体来源">
+                  <SelectValue />
+                </SelectTrigger>
+                <SelectContent position="popper" side="bottom" sideOffset={4}>
+                  <SelectItem value={MINE_SCOPE}>我的</SelectItem>
+                  {squares.map((sq) => (
+                    <SelectItem key={sq.id} value={sq.id}>
+                      {sq.name}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+              <div className="relative">
+                <Search className="text-muted-foreground pointer-events-none absolute top-1/2 left-2.5 size-3.5 -translate-y-1/2" />
+                <Input
+                  value={searchInput}
+                  onChange={(e) => setSearchInput(e.target.value)}
+                  placeholder="搜索智能体名称"
+                  className="h-9 pl-8 pr-8 text-sm"
+                  aria-label="搜索智能体名称"
+                />
+                {searchInput && (
+                  <button
+                    type="button"
+                    onClick={() => setSearchInput("")}
+                    className="text-muted-foreground hover:text-foreground absolute top-1/2 right-2 -translate-y-1/2"
+                    title="清除"
+                    aria-label="清除搜索"
+                  >
+                    <X className="size-3.5" />
+                  </button>
+                )}
+              </div>
+            </div>
+
+            {/* 智能体列表（独立滚动） */}
+            <div className="flex min-h-0 flex-1 flex-col overflow-y-auto px-2 py-3">
+              {isLoading && agents.length === 0 ? (
+                <div className="text-muted-foreground flex h-24 items-center justify-center gap-2 text-xs">
+                  <Loader2 className="size-3.5 animate-spin" />
+                  加载中…
+                </div>
+              ) : agents.length === 0 ? (
+                <p className="px-3 py-1.5 text-xs text-muted-foreground/70">
+                  {search
+                    ? "未找到匹配的智能体"
+                    : isMine
+                      ? "暂无智能体"
+                      : "该广场暂无智能体"}
+                </p>
+              ) : (
+                <div
+                  className={cn(
+                    "flex flex-col gap-1 transition-opacity",
+                    isFetching && "opacity-60",
+                  )}
+                >
+                  {agents.map((agent) => {
+                    const href = `${routeBase}/agents/${agent.id}/chats/new`;
+                    const isActive = agent.id === activeAgentId;
+                    const { from, to } = agentColor(agent.id, isDark);
+                    return (
+                      <Link
+                        key={agent.id}
+                        href={href}
+                        className={cn(
+                          "group relative flex w-full items-start gap-2.5 rounded-xl border px-2.5 py-2 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}, ${to})`,
+                          }}
+                        >
+                          <Bot className="size-[18px]" />
+                        </span>
+                        <span className="min-w-0 flex-1">
+                          <span
+                            className={cn(
+                              "block truncate text-[13px] font-semibold",
+                              isActive ? "text-primary" : "text-foreground",
+                            )}
+                          >
+                            {desensitize(agent.name)}
+                          </span>
+                          <span className="mt-0.5 block truncate text-[11px] leading-snug text-muted-foreground">
+                            {agent.description
+                              ? desensitize(agent.description)
+                              : "智能体助手"}
+                          </span>
+                        </span>
+                        {isActive && (
+                          <span className="absolute top-1/2 right-1 h-6 w-1 -translate-y-1/2 rounded-full bg-primary" />
+                        )}
+                      </Link>
+                    );
+                  })}
+                  {/* 超出一页时引导到完整的智能体管理页（不在侧边栏静默截断） */}
+                  {total > agents.length && (
+                    <Link
+                      href={`${routeBase}/agents`}
+                      className="text-muted-foreground hover:text-foreground hover:bg-accent/50 mt-0.5 rounded-lg px-3 py-1.5 text-center text-xs transition-colors"
+                    >
+                      共 {total} 个，查看全部 →
+                    </Link>
+                  )}
+                </div>
+              )}
+            </div>
+          </>
+        )}
+      </div>
+
+      {/* 最近的对话（下半，独立滚动）—— 参考首页通用问答左栏 */}
+      <RecentChatsPane activeAgentId={activeAgentId} />
+    </aside>
+  );
+}
+
+/**
+ * 「最近的对话」面板（参考首页 GeneralQaSidebar 的「最近的对话」区块）。
+ * 跨智能体的近期会话，点击打开；支持重命名/置顶/收藏/分享/导出/删除。
+ */
+function RecentChatsPane({ activeAgentId }: { activeAgentId?: string }) {
+  const { t } = useI18n();
+  const pathname = usePathname();
+  const router = useRouter();
+  const pathOf = usePathOfThread();
+
+  const { thread_id: threadIdFromPath } = useParams<{ thread_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);
+
+  // 排除调度/引导/会商类会话，与首页一致；置顶优先。
+  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;
+    return q ? list : list.slice(0, MAX_RECENT_CHATS);
+  }, [visibleThreads, query, t.pages.newChat]);
+
+  const handleDelete = useCallback(
+    (threadId: string) => {
+      deleteThread({ threadId });
+      if (threadId === threadIdFromPath) {
+        const threadIndex = threads.findIndex((th) => th.thread_id === threadId);
+        let nextThreadPath = pathOf("new", { agent_id: activeAgentId });
+        if (threadIndex > -1) {
+          if (threads[threadIndex + 1]) {
+            nextThreadPath = pathOf(threads[threadIndex + 1]!);
+          } else if (threads[threadIndex - 1]) {
+            nextThreadPath = pathOf(threads[threadIndex - 1]!);
+          }
+        }
+        void router.push(nextThreadPath);
+      }
+    },
+    [activeAgentId, deleteThread, pathOf, 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 min-h-0 flex-[2] flex-col overflow-y-auto border-t border-border/60 px-2 py-3">
+      <h2 className="mb-1 flex items-center gap-1.5 px-3 py-1 text-[11px] font-semibold tracking-[0.04em] text-muted-foreground/80 select-none">
+        <span>{t.sidebar.recentChats}</span>
+        <span className="rounded-full bg-muted px-1.5 py-0.5 text-[10px] font-normal text-muted-foreground tabular-nums">
+          {visibleThreads.length}
+        </span>
+      </h2>
+
+      {/* 历史会话搜索框 */}
+      <div className="relative mb-1.5 px-1">
+        <Search className="text-muted-foreground/60 pointer-events-none absolute top-1/2 left-3.5 size-3.5 -translate-y-1/2" />
+        <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="text-muted-foreground/70 px-3 py-4 text-center text-[12px]">
+            {query ? "没有匹配的会话" : t.chats.noChats}
+          </div>
+        ) : (
+          filteredThreads.map((thread) => {
+            const href = pathOf(thread);
+            const isActive = href === pathname;
+            const pinned = isThreadPinned(thread);
+            const favorited = isThreadFavorite(thread);
+            return (
+              <div
+                key={thread.thread_id}
+                className="group/item relative flex items-center"
+              >
+                <Link
+                  href={href}
+                  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="text-muted-foreground/70 size-3 shrink-0" />
+                  )}
+                  <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="text-muted-foreground hover:bg-background group-hover/item:opacity-100 data-[state=open]:opacity-100 absolute right-1 flex size-6 items-center justify-center rounded-md opacity-0 transition-opacity"
+                      >
+                        <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>
+            );
+          })
+        )}
+      </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/agents/agent-detail-panel.tsx

@@ -76,6 +76,8 @@ interface AgentDraft {
   published: boolean;
   featured: boolean;
   templateName: string;
+  /** 会商席位「技能识别强化」开关。 */
+  seatSkillDirective: boolean;
 }
 
 function draftFromAgent(agent: Agent): AgentDraft {
@@ -88,6 +90,7 @@ function draftFromAgent(agent: Agent): AgentDraft {
     published: agent.published,
     featured: agent.featured_order != null,
     templateName: agent.template_name ?? "",
+    seatSkillDirective: agent.seat_skill_directive ?? false,
   };
 }
 
@@ -131,14 +134,17 @@ export function AgentDetailPanel({
   agentName,
   onAskQuestion,
   disabled,
+  defaultCollapsed,
 }: {
   agent: Agent | null | undefined;
   agentName: string;
   onAskQuestion: (text: string) => void;
   disabled?: boolean;
+  /** 初始收起（任务工作区进入时默认收起智能体信息面板）。 */
+  defaultCollapsed?: boolean;
 }) {
   const router = useRouter();
-  const [collapsed, setCollapsed] = useState(false);
+  const [collapsed, setCollapsed] = useState(defaultCollapsed ?? false);
   const [mobileOpen, setMobileOpen] = useState(false);
   const [editing, setEditing] = useState(false);
   const [draft, setDraft] = useState<AgentDraft | null>(null);
@@ -187,23 +193,30 @@ export function AgentDetailPanel({
   const isSaving = updateAgent.isPending || setFeatured.isPending;
 
   // 对话生成文件（md/txt 等 artifact）并在右侧展开预览时，自动收起智能体
-  // 信息面板给预览让位；新文件落地时同样收起。编辑中不打断用户，用户随时
+  // 信息面板给预览让位；切换到新文件时同样收起。编辑中不打断用户，用户随时
   // 可手动重新展开。
+  //
+  // 关键：判定用 open + selectedArtifact，而非 artifacts.length。流式写文件时
+  // message-group 一开始就调用 select()+setOpen(true) 打开预览并选中该文件，但
+  // 该文件要等生成结束、artifact 入库后才会进 thread.values.artifacts。若按
+  // 数量判定就只能等生成结束才收起——正是之前「生成完才收起」的 bug 根因。
   const artifactsCtx = useArtifactsOptional();
   const artifactCount = artifactsCtx?.artifacts.length ?? 0;
-  const artifactPanelVisible = !!artifactsCtx?.open && artifactCount > 0;
+  const selectedArtifact = artifactsCtx?.selectedArtifact ?? null;
+  const artifactPanelVisible =
+    !!artifactsCtx?.open && (!!selectedArtifact || artifactCount > 0);
   const prevArtifactPanelVisible = useRef(false);
-  const prevArtifactCount = useRef(0);
+  const prevSelectedArtifact = useRef<string | null>(null);
   useEffect(() => {
     const opened = artifactPanelVisible && !prevArtifactPanelVisible.current;
-    const grew =
-      artifactPanelVisible && artifactCount > prevArtifactCount.current;
+    const switched =
+      artifactPanelVisible && selectedArtifact !== prevSelectedArtifact.current;
     prevArtifactPanelVisible.current = artifactPanelVisible;
-    prevArtifactCount.current = artifactCount;
-    if ((opened || grew) && !editing) {
+    prevSelectedArtifact.current = selectedArtifact;
+    if ((opened || switched) && !editing) {
       setCollapsed(true);
     }
-  }, [artifactPanelVisible, artifactCount, editing]);
+  }, [artifactPanelVisible, selectedArtifact, editing]);
 
   const displayName = desensitize(agent?.name ?? agentName);
   const questions = useMemo(
@@ -285,6 +298,8 @@ export function AgentDetailPanel({
     if (draft.soul !== (agent.soul ?? "")) request.soul = draft.soul;
     if (draft.templateName.trim() !== (agent.template_name ?? ""))
       request.template_name = draft.templateName.trim();
+    if (draft.seatSkillDirective !== (agent.seat_skill_directive ?? false))
+      request.seat_skill_directive = draft.seatSkillDirective;
     if (nextPublished !== agent.published) request.published = nextPublished;
     if (JSON.stringify(draft.skills) !== JSON.stringify(agent.skills ?? []))
       request.skills = draft.skills;
@@ -551,6 +566,21 @@ export function AgentDetailPanel({
                 配置后，对话生成的 Markdown 文件可一键发布到知识入库接口。
               </p>
             </div>
+            <div className="bg-background/60 flex items-center justify-between rounded-lg border px-3 py-2">
+              <div className="pr-3">
+                <p className="text-sm font-medium">会商技能识别强化</p>
+                <p className="text-muted-foreground text-xs">
+                  作为会商席位时，把已配置技能（含 SKILL.md 路径与「先 read_file
+                  再用」硬指令）拼进任务，补偿弱模型不识别技能。也可在业务链条配置中打开（任一即生效）。
+                </p>
+              </div>
+              <Switch
+                checked={draft.seatSkillDirective}
+                onCheckedChange={(checked) =>
+                  setDraft({ ...draft, seatSkillDirective: checked })
+                }
+              />
+            </div>
             <div className="bg-background/60 flex items-center justify-between rounded-lg border px-3 py-2">
               <div>
                 <p className="text-sm font-medium">公开发布</p>

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

@@ -364,7 +364,7 @@ export function AgentGallery() {
   };
 
   return (
-    <div className="flex size-full flex-col">
+    <div className="flex size-full min-h-0 flex-col">
       {/* Page header */}
       <div className="flex items-center justify-between border-b px-6 py-4">
         <div>
@@ -392,7 +392,7 @@ export function AgentGallery() {
           setSort("time_desc");
           setPublisher(null);
         }}
-        className="flex flex-1 flex-col overflow-hidden"
+        className="flex min-h-0 flex-1 flex-col overflow-hidden"
       >
         <div className="mx-6 mt-4 flex flex-col gap-3">
           <div className="flex items-center justify-between gap-3">

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 +1,321 @@
+"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 { agentColor } from "@/components/workspace/agent-icon-color";
+import { useTheme } from "@/contexts/ThemeContext";
+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();
+  // 智能体图标配色分主题：深蓝主题用规范蓝-青系，其它（浅色）保持原高彩度色，互不影响。
+  const { theme } = useTheme();
+  const isDark = theme === "dark";
+  const { 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 (
+    // 原有布局不变，仅做配色适配：深色下左栏改为半透明深蓝玻璃面板（对齐 .sidebar-contents：
+    // bg rgba(3,38,80,.8) + 蓝色发光边框），叠 backdrop-blur 让外壳的深蓝底图朦胧透出；
+    // 浅色保持白底。其余颜色已走语义 token 自适配。
+    <aside className="flex h-full w-(--sidebar-width) shrink-0 flex-col overflow-hidden border-r border-border/70 bg-white text-foreground backdrop-blur-md dark:border-[#2b8ffe]/45 dark:bg-[#032650]/80">
+      {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-accent/60"
+          >
+            <Settings className="size-4" />
+          </button>
+        </div>
+      )}
+
+      {/* 上半：按类型分组的智能体（彩色卡片，与全量版看齐） */}
+      <div className="flex min-h-0 flex-[3] flex-col overflow-y-auto px-2 py-3">
+        <h2 className="mb-1 px-3 py-1 text-[11px] font-semibold tracking-[0.04em] text-muted-foreground/80 select-none">
+          智能体类型
+        </h2>
+        {groups.length === 0 ? (
+          <p className="px-3 py-1.5 text-xs text-muted-foreground/70">暂无智能体</p>
+        ) : (
+          <div className="flex flex-col gap-1.5">
+            {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 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 truncate">
+                      <span className="truncate">{group.label}</span>
+                      <span className="rounded-full bg-muted px-1.5 py-0.5 text-[10px] font-normal text-muted-foreground 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-1 flex flex-col gap-1">
+                      {group.agents.map((agent) => {
+                        const href = `${routeBase}/agents/${agent.id}/chats/new`;
+                        const isActive = agent.id === activeAgentId;
+                        const { from, to } = agentColor(agent.id, isDark);
+                        return (
+                          <Link
+                            key={`${group.key}:${agent.id}`}
+                            href={href}
+                            className={cn(
+                              "group relative flex w-full items-start gap-2.5 rounded-xl border px-2.5 py-2 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" />
+                            )}
+                          </Link>
+                        );
+                      })}
+                    </div>
+                  )}
+                </div>
+              );
+            })}
+          </div>
+        )}
+      </div>
+
+      {/* 下半：聊天记录（仅本模块智能体会话），简单列表、配色与全量版统一 */}
+      <div className="flex min-h-0 flex-[2] flex-col overflow-y-auto border-t border-border/60 px-2 py-3">
+        <h2 className="mb-1 px-3 py-1 text-[11px] font-semibold tracking-[0.04em] text-muted-foreground/80 select-none">
+          聊天记录
+        </h2>
+        {moduleThreads.length === 0 ? (
+          <p className="px-3 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(
+                    "relative flex h-9 min-w-0 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",
+                    )}
+                  />
+                  <span className="truncate">
+                    {desensitize(titleOfThread(thread, "未命名对话"))}
+                  </span>
+                  {isActive && (
+                    <span className="absolute top-1/2 right-1 h-5 w-1 -translate-y-1/2 rounded-full bg-primary" />
+                  )}
+                </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 +1,581 @@
+"use client";
+
+/**
+ * 通用问答（全量版 / full layout）新建对话左侧栏 —— 按「样式修改.png」参考图重画。
+ *
+ * 这是**全量版专属**的独立组件：因为全量版是新功能、新需求，若继续往
+ * 共享的 WorkspaceNavChatList / FrequentAgentsList / RecentChatList 里塞会越来越难
+ * 维护，故单独成一个组件，只在 `/page/workspace/chats*` 的全量布局下挂载，互不影响。
+ *
+ * 三块结构（自上而下）：
+ *   1. 「新对话」胶囊按钮 + 收起整列的圆形按钮；
+ *   2. 「常用智能体」—— 彩色图标卡（名称 + 两行简介，命中为选中态：主色描边 + 右侧主色条）；
+ *   3. 「最近的对话」—— 计数徽标 + 折叠、历史搜索框、会话列表（悬浮「更多」菜单：
+ *      重命名/置顶/收藏/分享/导出/删除）、「更多最近对话」入口，底部品牌信息。
+ */
+
+import {
+  Bot,
+  ChevronDown,
+  ChevronRight,
+  Download,
+  FileJson,
+  FileText,
+  MessageSquare,
+  MoreHorizontal,
+  Pencil,
+  Pin,
+  PinOff,
+  Plus,
+  Search,
+  Share2,
+  Star,
+  Trash2,
+} from "lucide-react";
+import Link from "next/link";
+import { useParams, usePathname, useRouter, useSearchParams } from "next/navigation";
+import { useCallback, useMemo, useState } from "react";
+import { useNavigate } from "react-router-dom";
+import { toast } from "sonner";
+
+import { useTheme } from "@/contexts/ThemeContext";
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuSeparator,
+  DropdownMenuSub,
+  DropdownMenuSubContent,
+  DropdownMenuSubTrigger,
+  DropdownMenuTrigger,
+} from "@/components/ui/dropdown-menu";
+import { Input } from "@/components/ui/input";
+import { ShareConversationDialog } from "@/components/workspace/thread-share-dialogs";
+import { useAgentsPaginated, type Agent } from "@/core/agents";
+import { getAPIClient } from "@/core/api";
+import { useI18n } from "@/core/i18n/hooks";
+import {
+  exportThreadAsJSON,
+  exportThreadAsMarkdown,
+} from "@/core/threads/export";
+import {
+  useDeleteThread,
+  useRenameThread,
+  useThreads,
+  useToggleThreadFavorite,
+  useToggleThreadPin,
+} from "@/core/threads/hooks";
+import type { AgentThread, AgentThreadState } from "@/core/threads/types";
+import {
+  isThreadFavorite,
+  isThreadPinned,
+  pathOfThread,
+  sortThreadsPinnedFirst,
+  titleOfThread,
+} from "@/core/threads/utils";
+import { env } from "@/env";
+import { desensitize } from "@/lib/desensitize";
+import { isIMEComposing } from "@/lib/ime";
+import { cn } from "@/lib/utils";
+
+import { agentColor } from "./agent-icon-color";
+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;
+
+// 智能体图标配色（按 id 稳定散列、分主题）抽到共享模块 ./agent-icon-color，
+// 与 zzJC/zzXD 模块左栏（AgentModuleSidebar）共用，保证彩色卡片配色完全一致。
+
+/** 折叠区块标题（带 chevron 与可选计数徽标）。 */
+function SectionLabel({
+  label,
+  count,
+  collapsed,
+  onToggle,
+}: {
+  label: string;
+  count?: number;
+  collapsed: boolean;
+  onToggle: () => void;
+}) {
+  return (
+    <button
+      type="button"
+      onClick={onToggle}
+      className="flex w-full items-center justify-between px-3 py-1 text-[11px] font-semibold tracking-[0.04em] text-muted-foreground/80 transition-colors hover:text-muted-foreground select-none"
+    >
+      <span className="flex items-center gap-1.5">
+        <span>{label}</span>
+        {count != null && (
+          <span className="rounded-full bg-muted px-1.5 py-0.5 text-[10px] font-normal text-muted-foreground tabular-nums">
+            {count}
+          </span>
+        )}
+      </span>
+      <ChevronDown
+        className={cn(
+          "size-3.5 shrink-0 transition-transform duration-200",
+          collapsed && "-rotate-90",
+        )}
+      />
+    </button>
+  );
+}
+
+export function GeneralQaSidebar() {
+  const { t } = useI18n();
+  // 智能体图标配色分主题：深蓝主题用规范蓝-青系，其它（浅色）保持原高彩度色，互不影响。
+  const { theme } = useTheme();
+  const isDark = theme === "dark";
+  const pathname = usePathname();
+  const router = useRouter();
+  const navigate = useNavigate();
+
+  // ── 区块折叠状态（持久化，键独立于旧组件，避免互相影响）──
+  const [agentsCollapsed, setAgentsCollapsed] = useState(
+    () => localStorage.getItem("gqa-sidebar:agents-collapsed") === "true",
+  );
+  const [chatsCollapsed, setChatsCollapsed] = useState(
+    () => localStorage.getItem("gqa-sidebar:chats-collapsed") === "true",
+  );
+  const toggleAgents = () =>
+    setAgentsCollapsed((v) => {
+      localStorage.setItem("gqa-sidebar:agents-collapsed", String(!v));
+      return !v;
+    });
+  const toggleChats = () =>
+    setChatsCollapsed((v) => {
+      localStorage.setItem("gqa-sidebar:chats-collapsed", String(!v));
+      return !v;
+    });
+
+  // ── 常用智能体取数：置顶 → 我的 → 广场，去重补足到 MAX_FREQUENT（沿用旧逻辑）──
+  const { agents: mine } = useAgentsPaginated({ scope: "mine", page: 1, pageSize: 20 });
+  const { agents: square } = useAgentsPaginated({ scope: "square", page: 1, pageSize: 20 });
+  const frequent = useMemo<Agent[]>(() => {
+    const out: Agent[] = [];
+    const seen = new Set<string>();
+    const add = (agent: Agent | undefined) => {
+      if (!agent || out.length >= MAX_FREQUENT || seen.has(agent.id)) return;
+      seen.add(agent.id);
+      out.push(agent);
+    };
+    [...mine, ...square].filter((a) => a.is_pinned).forEach(add);
+    mine.forEach(add);
+    square.forEach(add);
+    return out;
+  }, [mine, square]);
+
+  // 当前嵌入的智能体（URL 上的 ?agent=）：用于高亮对应卡片。
+  const searchParams = useSearchParams();
+  const activeAgentId = searchParams.get("agent");
+
+  // 点击常用智能体 = 在通用问答右侧**原地嵌入**该智能体的对话页：停留在 /chats/new，
+  // 仅给 URL 加 ?agent=<id>，由 NewChatContent 把右侧问答区换成 AgentChatPage。
+  // 不跳转独立页面、左侧栏不变。每次点击都重开一个干净会话（NewChatContent 的 key）。
+  const handleSelectAgent = useCallback(
+    (agentId: string) => {
+      navigate(`/page/workspace/chats/new?agent=${encodeURIComponent(agentId)}`);
+    },
+    [navigate],
+  );
+
+  // ── 最近的对话取数 + 搜索 ──
+  const { thread_id: threadIdFromPath, agent_id: agentIdFromPath } = useParams<{
+    thread_id: string;
+    agent_id?: string;
+  }>();
+  const { data: threads = [] } = useThreads();
+  const { mutate: deleteThread } = useDeleteThread();
+  const { mutate: renameThread } = useRenameThread();
+  const { toggle: togglePin } = useToggleThreadPin();
+  const { toggle: toggleFavorite } = useToggleThreadFavorite();
+
+  const [query, setQuery] = useState("");
+  const [renameDialogOpen, setRenameDialogOpen] = useState(false);
+  const [renameThreadId, setRenameThreadId] = useState<string | null>(null);
+  const [renameValue, setRenameValue] = useState("");
+  const [shareThreadId, setShareThreadId] = useState<string | null>(null);
+
+  const visibleThreads = useMemo(
+    () =>
+      sortThreadsPinnedFirst(
+        threads.filter(
+          (thread) =>
+            thread.metadata?.thread_type !== "scheduler" &&
+            thread.metadata?.thread_type !== "bootstrap" &&
+            thread.metadata?.thread_type !== "roundtable",
+        ),
+      ),
+    [threads],
+  );
+
+  const filteredThreads = useMemo(() => {
+    const q = query.trim().toLowerCase();
+    const list = q
+      ? visibleThreads.filter((thread) =>
+          titleOfThread(thread, t.pages.newChat).toLowerCase().includes(q),
+        )
+      : visibleThreads;
+    // 未搜索时与旧版一致：最多展示 10 条
+    return q ? list : list.slice(0, 10);
+  }, [visibleThreads, query, t.pages.newChat]);
+
+  const handleNewChatClick = (event: React.MouseEvent<HTMLAnchorElement>) => {
+    if (event.metaKey || event.ctrlKey || event.shiftKey || event.button === 1) return;
+    event.preventDefault();
+    navigate(NEW_CHAT_PATH, { replace: true, state: { resetAt: Date.now() } });
+  };
+
+  const handleDelete = useCallback(
+    (threadId: string) => {
+      deleteThread({ threadId });
+      if (threadId === threadIdFromPath) {
+        const threadIndex = threads.findIndex((th) => th.thread_id === threadId);
+        let nextThreadPath = pathOfThread("new", { agent_id: agentIdFromPath });
+        if (threadIndex > -1) {
+          if (threads[threadIndex + 1]) {
+            nextThreadPath = pathOfThread(threads[threadIndex + 1]!);
+          } else if (threads[threadIndex - 1]) {
+            nextThreadPath = pathOfThread(threads[threadIndex - 1]!);
+          }
+        }
+        void router.push(nextThreadPath);
+      }
+    },
+    [agentIdFromPath, deleteThread, router, threadIdFromPath, threads],
+  );
+
+  const handleRenameClick = useCallback((threadId: string, currentTitle: string) => {
+    setRenameThreadId(threadId);
+    setRenameValue(currentTitle);
+    setRenameDialogOpen(true);
+  }, []);
+
+  const handleRenameSubmit = useCallback(() => {
+    if (renameThreadId && renameValue.trim()) {
+      renameThread({ threadId: renameThreadId, title: renameValue.trim() });
+      setRenameDialogOpen(false);
+      setRenameThreadId(null);
+      setRenameValue("");
+    }
+  }, [renameThread, renameThreadId, renameValue]);
+
+  const handleExport = useCallback(
+    async (thread: AgentThread, format: "markdown" | "json") => {
+      try {
+        const apiClient = getAPIClient();
+        const state = await apiClient.threads.getState<AgentThreadState>(
+          thread.thread_id,
+        );
+        const messages = state.values?.messages ?? [];
+        if (messages.length === 0) {
+          toast.error(t.conversation.noMessages);
+          return;
+        }
+        if (format === "markdown") exportThreadAsMarkdown(thread, messages);
+        else exportThreadAsJSON(thread, messages);
+        toast.success(t.common.exportSuccess);
+      } catch {
+        toast.error("Failed to export conversation");
+      }
+    },
+    [t],
+  );
+
+  const isStatic = env.NEXT_PUBLIC_STATIC_WEBSITE_ONLY === "true";
+
+  return (
+    // 背景走 sidebar token（浅主题=白、浅蓝主题=浅蓝）；深蓝(.dark)主题下由 gq-sidebar
+    // 改为「深蓝主题底图 + 半透明蓝罩」玻璃面板（见 globals.css），与右侧 workspace-chat-bg
+    // 主区同底图、略深一档作面板区分，不要写死 bg-white。
+    <div className="gq-sidebar flex h-full min-h-0 flex-col bg-sidebar text-sidebar-foreground">
+      {/* ── 顶部：新对话胶囊 + 收起按钮 ── */}
+      <div className="flex items-center gap-2 px-3 pt-3 pb-2">
+        {/* 新对话按钮：完全自定义样式（不复用 Button variant）。borderColor / color 走
+            inline style，避免被全局 border-color（--border）覆盖；无阴影。主色描边 + 5px 圆角。
+            底色用「主色混入透明」=主色低透明度叠在当前侧栏底色上，浅/红/蓝/深蓝主题都自适应
+            （不要混 white，否则深蓝主题下会变成浅色块）。 */}
+        <Link
+          href={NEW_CHAT_PATH}
+          onClick={handleNewChatClick}
+          style={{ borderColor: "var(--primary)", color: "var(--primary)" }}
+          className={cn(
+            "flex h-10 min-w-0 flex-1 items-center justify-center gap-1.5 rounded-[5px] text-[14px] font-semibold transition-colors",
+            "border border-solid",
+            "bg-[color-mix(in_srgb,var(--primary)_14%,transparent)] hover:bg-[color-mix(in_srgb,var(--primary)_24%,transparent)]",
+          )}
+        >
+          <Plus className="size-4 stroke-[2.5]" />
+          <span>{t.sidebar.newChat}</span>
+        </Link>
+        <SidebarCollapseButton className="size-9 shrink-0 rounded-full border border-border bg-card text-muted-foreground shadow-sm hover:bg-accent" />
+      </div>
+
+      <div className="min-h-0 flex-1 overflow-y-auto px-2 pb-2">
+        {/* ── 常用智能体 ── */}
+        {frequent.length > 0 && (
+          <div className="pt-2">
+            <SectionLabel
+              label="常用智能体"
+              collapsed={agentsCollapsed}
+              onToggle={toggleAgents}
+            />
+            {!agentsCollapsed && (
+              <div className="mt-1 flex flex-col gap-1">
+                {frequent.map((agent) => {
+                  const isActive = activeAgentId === agent.id;
+                  const { from, to } = agentColor(agent.id, isDark);
+                  return (
+                    <button
+                      key={agent.id}
+                      type="button"
+                      onClick={() => handleSelectAgent(agent.id)}
+                      className={cn(
+                        "group relative flex w-full items-start gap-2.5 rounded-xl border px-2.5 py-2 text-left transition-colors",
+                        isActive
+                          ? "border-primary/40 bg-primary/5"
+                          : "border-transparent hover:border-border hover:bg-accent/50",
+                      )}
+                    >
+                      <span
+                        className="mt-0.5 flex size-9 shrink-0 items-center justify-center rounded-lg text-white shadow-sm"
+                        style={{ backgroundImage: `linear-gradient(135deg, ${from}, ${to})` }}
+                      >
+                        <Bot className="size-[18px]" />
+                      </span>
+                      <span className="min-w-0 flex-1">
+                        <span
+                          className={cn(
+                            "block truncate text-[13px] font-semibold",
+                            isActive ? "text-primary" : "text-foreground",
+                          )}
+                        >
+                          {desensitize(agent.name)}
+                        </span>
+                        <span className="mt-0.5 block truncate text-[11px] leading-snug text-muted-foreground">
+                          {agent.description ? desensitize(agent.description) : "智能体助手"}
+                        </span>
+                      </span>
+                      {isActive && (
+                        <span className="absolute top-1/2 right-1 h-6 w-1 -translate-y-1/2 rounded-full bg-primary" />
+                      )}
+                    </button>
+                  );
+                })}
+                <Link
+                  href={MORE_AGENTS_HREF}
+                  className="flex items-center justify-between rounded-lg px-3 py-1.5 text-[12px] text-muted-foreground/70 transition-colors hover:bg-accent/50 hover:text-foreground"
+                >
+                  <span>{t.common.more}</span>
+                  <ChevronRight className="size-3.5 shrink-0" />
+                </Link>
+              </div>
+            )}
+          </div>
+        )}
+
+        {/* ── 最近的对话 ── */}
+        <div className="mt-3 border-t border-sidebar-border/60 pt-3">
+          <SectionLabel
+            label={t.sidebar.recentChats}
+            count={visibleThreads.length}
+            collapsed={chatsCollapsed}
+            onToggle={toggleChats}
+          />
+          {!chatsCollapsed && (
+            <div className="mt-1.5">
+              {/* 历史会话搜索框 */}
+              <div className="relative mb-1.5 px-1">
+                <Search className="pointer-events-none absolute top-1/2 left-3.5 size-3.5 -translate-y-1/2 text-muted-foreground/60" />
+                <Input
+                  value={query}
+                  onChange={(e) => setQuery(e.target.value)}
+                  placeholder="搜索历史会话…"
+                  className="h-8 rounded-lg border-border bg-card pl-8 text-[12px]"
+                />
+              </div>
+
+              <div className="flex flex-col gap-0.5">
+                {filteredThreads.length === 0 ? (
+                  <div className="px-3 py-4 text-center text-[12px] text-muted-foreground/70">
+                    {query ? "没有匹配的会话" : t.chats.noChats}
+                  </div>
+                ) : (
+                  filteredThreads.map((thread) => {
+                    const isActive = pathOfThread(thread) === pathname;
+                    const pinned = isThreadPinned(thread);
+                    const favorited = isThreadFavorite(thread);
+                    return (
+                      <div
+                        key={thread.thread_id}
+                        className="group/item relative flex items-center"
+                      >
+                        <Link
+                          href={pathOfThread(thread)}
+                          className={cn(
+                            "relative flex h-9 min-w-0 flex-1 items-center gap-2 rounded-lg px-2.5 text-[13px] transition-colors",
+                            isActive
+                              ? "border border-primary/40 bg-primary/5 font-medium text-primary"
+                              : "text-muted-foreground hover:bg-accent/60 hover:text-foreground",
+                          )}
+                        >
+                          <MessageSquare
+                            className={cn(
+                              "size-3.5 shrink-0",
+                              isActive ? "text-primary" : "text-muted-foreground/70",
+                            )}
+                          />
+                          {pinned && (
+                            <Pin className="size-3 shrink-0 text-muted-foreground/70" />
+                          )}
+                          <span className="truncate">
+                            {desensitize(titleOfThread(thread, t.pages.newChat))}
+                          </span>
+                          {isActive && (
+                            <span className="absolute top-1/2 right-1 h-5 w-1 -translate-y-1/2 rounded-full bg-primary" />
+                          )}
+                        </Link>
+                        {!isStatic && (
+                          <DropdownMenu>
+                            <DropdownMenuTrigger asChild>
+                              <button
+                                type="button"
+                                className="absolute right-1 flex size-6 items-center justify-center rounded-md text-muted-foreground opacity-0 transition-opacity hover:bg-background group-hover/item:opacity-100 data-[state=open]:opacity-100"
+                              >
+                                <MoreHorizontal className="size-4" />
+                                <span className="sr-only">{t.common.more}</span>
+                              </button>
+                            </DropdownMenuTrigger>
+                            <DropdownMenuContent className="w-48 rounded-lg" side="right" align="start">
+                              <DropdownMenuItem
+                                onSelect={() =>
+                                  handleRenameClick(
+                                    thread.thread_id,
+                                    titleOfThread(thread, t.pages.newChat),
+                                  )
+                                }
+                              >
+                                <Pencil className="text-muted-foreground" />
+                                <span>{t.common.rename}</span>
+                              </DropdownMenuItem>
+                              <DropdownMenuItem onSelect={() => togglePin(thread.thread_id, !pinned)}>
+                                {pinned ? (
+                                  <PinOff className="text-muted-foreground" />
+                                ) : (
+                                  <Pin className="text-muted-foreground" />
+                                )}
+                                <span>{pinned ? t.common.unpin : t.common.pin}</span>
+                              </DropdownMenuItem>
+                              <DropdownMenuItem
+                                onSelect={() => toggleFavorite(thread.thread_id, !favorited)}
+                              >
+                                <Star
+                                  className={
+                                    favorited
+                                      ? "fill-amber-400 text-amber-400"
+                                      : "text-muted-foreground"
+                                  }
+                                />
+                                <span>{favorited ? t.common.unfavorite : t.common.favorite}</span>
+                              </DropdownMenuItem>
+                              <DropdownMenuItem onSelect={() => setShareThreadId(thread.thread_id)}>
+                                <Share2 className="text-muted-foreground" />
+                                <span>{t.common.share}</span>
+                              </DropdownMenuItem>
+                              <DropdownMenuSub>
+                                <DropdownMenuSubTrigger>
+                                  <Download className="text-muted-foreground" />
+                                  <span>{t.common.export}</span>
+                                </DropdownMenuSubTrigger>
+                                <DropdownMenuSubContent>
+                                  <DropdownMenuItem onSelect={() => handleExport(thread, "markdown")}>
+                                    <FileText className="text-muted-foreground" />
+                                    <span>{t.common.exportAsMarkdown}</span>
+                                  </DropdownMenuItem>
+                                  <DropdownMenuItem onSelect={() => handleExport(thread, "json")}>
+                                    <FileJson className="text-muted-foreground" />
+                                    <span>{t.common.exportAsJSON}</span>
+                                  </DropdownMenuItem>
+                                </DropdownMenuSubContent>
+                              </DropdownMenuSub>
+                              <DropdownMenuSeparator />
+                              <DropdownMenuItem onSelect={() => handleDelete(thread.thread_id)}>
+                                <Trash2 className="text-muted-foreground" />
+                                <span>{t.common.delete}</span>
+                              </DropdownMenuItem>
+                            </DropdownMenuContent>
+                          </DropdownMenu>
+                        )}
+                      </div>
+                    );
+                  })
+                )}
+                {!query && (
+                  <Link
+                    href={MORE_CHATS_HREF}
+                    className="mt-0.5 flex items-center justify-between rounded-lg px-3 py-1.5 text-[12px] text-muted-foreground/70 transition-colors hover:bg-accent/50 hover:text-foreground"
+                  >
+                    <span>更多最近对话</span>
+                    <ChevronRight className="size-3.5 shrink-0" />
+                  </Link>
+                )}
+              </div>
+            </div>
+          )}
+        </div>
+      </div>
+
+      {/* 重命名弹窗 */}
+      <Dialog open={renameDialogOpen} onOpenChange={setRenameDialogOpen}>
+        <DialogContent className="sm:max-w-[425px]">
+          <DialogHeader>
+            <DialogTitle>{t.common.rename}</DialogTitle>
+          </DialogHeader>
+          <div className="py-4">
+            <Input
+              value={renameValue}
+              onChange={(e) => setRenameValue(e.target.value)}
+              placeholder={t.common.rename}
+              onKeyDown={(e) => {
+                if (e.key === "Enter" && !isIMEComposing(e)) {
+                  e.preventDefault();
+                  handleRenameSubmit();
+                }
+              }}
+            />
+          </div>
+          <DialogFooter>
+            <Button variant="outline" onClick={() => setRenameDialogOpen(false)}>
+              {t.common.cancel}
+            </Button>
+            <Button onClick={handleRenameSubmit}>{t.common.save}</Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+
+      {/* 分享弹窗 */}
+      <ShareConversationDialog
+        threadId={shareThreadId}
+        open={shareThreadId !== null}
+        onOpenChange={(o) => {
+          if (!o) setShareThreadId(null);
+        }}
+      />
+    </div>
+  );
+}

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

@@ -7,6 +7,7 @@ import { useStickToBottomContext } from "use-stick-to-bottom";
 import {
   Conversation,
   ConversationContent,
+  ConversationScrollButton,
 } from "@/components/ai-elements/conversation";
 import { Button } from "@/components/ui/button";
 import { Textarea } from "@/components/ui/textarea";
@@ -19,9 +20,10 @@ import {
   groupMessages,
   hasContent,
   hasPresentFiles,
-  hasReasoning,
-  hasToolCalls,
-} from "@/core/messages/utils";
+  hasReasoning,
+  hasToolCalls,
+  isHiddenFromUIMessage,
+} from "@/core/messages/utils";
 import { useRehypeSplitWordsIntoSpans } from "@/core/rehype";
 import { isThreadRagModeLocked, useLocalSettings } from "@/core/settings";
 import { useSkills } from "@/core/skills/hooks";
@@ -94,6 +96,7 @@ export function MessageList({
   paddingBottom = MESSAGE_LIST_DEFAULT_PADDING_BOTTOM,
   tokenUsageEnabled = false,
   extraRehypePlugins,
+  scrollButtonClassName,
   onClarificationSubmit,
   onEditResubmit,
   onSetupAgentApprove,
@@ -108,6 +111,8 @@ export function MessageList({
   thread: BaseStream<AgentThreadState>;
   paddingBottom?: number;
   tokenUsageEnabled?: boolean;
+  /** 额外定位「回到最新」悬浮按钮——不同页面输入框高度不同，需上移让位。 */
+  scrollButtonClassName?: string;
   extraRehypePlugins?: ReturnType<typeof useRehypeSplitWordsIntoSpans>;
   onClarificationSubmit?: (answer: string) => void | Promise<void>;
   onEditResubmit?: (text: string) => void;
@@ -147,7 +152,10 @@ export function MessageList({
     });
   }, []);
 
-  const allMessages = thread.messages;
+  const allMessages = useMemo(
+    () => thread.messages.filter((m) => !isHiddenFromUIMessage(m)),
+    [thread.messages],
+  );
   const messages = useMemo(
     () =>
       hiddenMessageIds.size === 0
@@ -577,6 +585,16 @@ export function MessageList({
         <div style={{ height: `${paddingBottom}px` }} />
         </MessageMetricsProvider>
       </ConversationContent>
+      {/* ChatGPT 式「回到最新」悬浮钮：仅在向上滚离底部时出现，点击平滑回到
+          最新问答。默认贴底，调用方可用 scrollButtonClassName 上移避开输入框。 */}
+      <ConversationScrollButton
+        className={cn(
+          "pointer-events-auto z-20 size-9 shadow-md",
+          scrollButtonClassName,
+        )}
+        aria-label="回到最新"
+        title="回到最新"
+      />
     </Conversation>
   );
 }

frontend-web/src/components/workspace/settings/account-settings-page.tsx

@@ -6,7 +6,7 @@ import { toast } from "sonner";
 
 import { Badge } from "@/components/ui/badge";
 import { Button } from "@/components/ui/button";
-import { clearStoredAuth, getStoredAuth } from "@/core/auth";
+import { clearStoredAuth, getAccountDisplayName, getStoredAuth } from "@/core/auth";
 
 import { SettingsSection } from "./settings-section";
 
@@ -37,8 +37,7 @@ export function AccountSettingsPage() {
     );
   }
 
-  const usernameFromEmail = (auth.email ?? "").split("@")[0] ?? "";
-  const displayName = usernameFromEmail || auth.user_id;
+  const displayName = getAccountDisplayName(auth);
 
   const handleLogout = () => {
     clearStoredAuth();

frontend-web/src/components/workspace/settings/appearance-settings-page.tsx

@@ -1,7 +1,7 @@
 "use client";
 
 import { DropletIcon, LayoutGridIcon, LayoutIcon, ListIcon, MoonIcon, PanelLeftIcon, SunIcon } from "lucide-react";
-import { useMemo, type ComponentType, type SVGProps } from "react";
+import { useMemo, useState, type ComponentType, type SVGProps } from "react";
 import { useNavigate } from "react-router-dom";
 import { toast } from "sonner";
 
@@ -20,6 +20,8 @@ import { Separator } from "@/components/ui/separator";
 import { Switch } from "@/components/ui/switch";
 import { Textarea } from "@/components/ui/textarea";
 import { getStoredAuth } from "@/core/auth";
+import { migrateAuthToSession } from "@/core/auth/scoped-storage";
+import { isIsolatedSession, setIsolatedSession } from "@/core/embed/embed-session";
 import { enUS, isLocale, zhCN, type Locale } from "@/core/i18n";
 import { useI18n } from "@/core/i18n/hooks";
 import { useLocalSettings } from "@/core/settings";
@@ -35,7 +37,7 @@ import { cn } from "@/lib/utils";
 import PrivateSquareSettingsPage from "@/pages/PrivateSquareSettingsPage";
 import PublishSquaresSettingsPage from "@/pages/PublishSquaresSettingsPage";
 import PromptPrefixSettingsPage from "@/pages/PromptPrefixSettingsPage";
-import RecommendedQuestionsPage from "@/pages/RecommendedQuestionsPage";
+import SkillCompressionSettingsPage from "@/pages/SkillCompressionSettingsPage";
 
 import { SettingsSection } from "./settings-section";
 
@@ -64,6 +66,29 @@ export function AppearanceSettingsPage({ onClose }: { onClose?: () => void }) {
   const cleanupWords =
     citationDisplay?.cleanup_words ?? settings.display.citationCleanupWords ?? [];
 
+  // 独立登录会话（本标签页）：开关切换鉴权存储 localStorage ↔ sessionStorage（见 scoped-storage）。
+  const [isolatedSession, setIsolatedSessionState] = useState(() => isIsolatedSession());
+  const handleToggleIsolatedSession = (checked: boolean) => {
+    if (checked) {
+      // 先把当前账号从 localStorage 快照搬进 sessionStorage，再翻标志，避免切换存储后被登出。
+      migrateAuthToSession();
+      setIsolatedSession(true);
+      setIsolatedSessionState(true);
+      toast.success("已开启独立登录会话", {
+        description:
+          "本标签页的登录已与其它标签页隔离：在别的窗口登录或切换其它账号都不会影响这里，你也可以在此单独登录另一个账号。该独立会话只存在于当前标签页，关闭此标签后即结束（需重新登录）。",
+        duration: 9000,
+      });
+    } else {
+      setIsolatedSession(false);
+      setIsolatedSessionState(false);
+      toast.info("已关闭独立登录会话", {
+        description: "本标签页恢复与其它标签页共享同一登录。如页面显示未及时同步，请刷新本页。",
+        duration: 6000,
+      });
+    }
+  };
+
   const handleSetGlobalDefault = async (
     value: "light" | "dark" | "lightblue",
   ) => {
@@ -395,6 +420,28 @@ export function AppearanceSettingsPage({ onClose }: { onClose?: () => void }) {
 
       <Separator />
 
+      <SettingsSection
+        title="登录会话"
+        description="控制本标签页的登录身份是否与浏览器其它标签页隔离。"
+      >
+        <div className="flex items-start justify-between gap-4 rounded-lg border p-4">
+          <div>
+            <div className="text-sm font-medium">独立登录会话（本标签页）</div>
+            <p className="text-muted-foreground mt-1 max-w-md text-xs leading-relaxed">
+              开启后，本标签页的登录状态仅保存在当前标签页：在别的窗口登录或切换其它账号都不会影响这里，
+              你也可以在此单独登录另一个账号。关闭浏览器标签后该独立会话即结束（需重新登录）。
+            </p>
+          </div>
+          <Switch
+            checked={isolatedSession}
+            onCheckedChange={handleToggleIsolatedSession}
+            aria-label="独立登录会话"
+          />
+        </div>
+      </SettingsSection>
+
+      <Separator />
+
       <SettingsSection
         title="对话体验"
         description="问答过程中的辅助显示。"
@@ -457,14 +504,14 @@ export function AppearanceSettingsPage({ onClose }: { onClose?: () => void }) {
 
       {isAdmin && (
         <>
-          <Separator />
-          <RecommendedQuestionsPage embedded />
           <Separator />
           <PromptPrefixSettingsPage embedded />
           <Separator />
           <PrivateSquareSettingsPage embedded />
           <Separator />
           <PublishSquaresSettingsPage embedded />
+          <Separator />
+          <SkillCompressionSettingsPage embedded />
         </>
       )}
     </div>

frontend-web/src/components/workspace/settings/skill-settings-page.tsx

@@ -2,6 +2,7 @@
 
 import {
   AlertCircle,
+  Anchor,
   ArchiveIcon,
   ArrowDownUpIcon,
   BookmarkIcon,
@@ -77,6 +78,7 @@ import {
   useGenerateSkillNameZh,
   useInstallSkillUpload,
   useReconcileCustomSkills,
+  useSetSkillAlwaysOn,
   useSetSkillFeatured,
   useSetSkillNameZh,
   useSetSkillPinned,
@@ -84,8 +86,13 @@ import {
   useSkills,
   useValidateSkillUpload,
 } from "@/core/skills/hooks";
-import { usePublishSquares, useViewMode } from "@/core/system-settings/hooks";
+import {
+  usePublishSquares,
+  useSkillCompressionSettings,
+  useViewMode,
+} from "@/core/system-settings/hooks";
 import type { Skill } from "@/core/skills/type";
+import { formatDateTime } from "@/core/utils/datetime";
 import { env } from "@/env";
 import { desensitize } from "@/lib/desensitize";
 import { cn } from "@/lib/utils";
@@ -175,13 +182,22 @@ function SkillSettingsList({ onClose }: { onClose?: () => void }) {
   const fillNamesMutation = useGenerateMissingSkillNameZh();
   // Optional model override for the admin "一键补充中文名" action (null = default).
   const [fillModel, setFillModel] = useState<string | null>(null);
-  // Name + tag filtering is resolved server-side via the /api/skills query.
-  const { skills, isLoading, error } = useSkills({ search, tagIds, sort });
-
   const storedAuth = useMemo(() => getStoredAuth(), []);
   const currentUserId = storedAuth?.user_id ?? null;
   const isAdmin = storedAuth?.system_role === "admin";
 
+  // Name + tag filtering is resolved server-side via the /api/skills query.
+  // A 岗位 (position) no longer *restricts* the list — it grants skills into the
+  // member's 我的技能 (each such skill comes back with ``favorited: true``), so
+  // the 广场 always shows every visible skill and the 我的 tab includes the
+  // position-granted ones. ``scope`` is kept for API compatibility only.
+  const { skills, isLoading, error } = useSkills({
+    search,
+    tagIds,
+    sort,
+    scope: isAdmin ? undefined : "mine",
+  });
+
   // 把可见技能分类成 UI 关心的几个桶。
   // "All" = 内置 + 已发布的技能（仅 active 状态);自己的技能也要自己发布了才出现。
   // "Mine" = 严格属于我自己的自定义技能（仅 active 状态)。
@@ -209,7 +225,9 @@ function SkillSettingsList({ onClose }: { onClose?: () => void }) {
       if (isBuiltin || !!skill.published) {
         all.push(skill);
       }
-      if (isOwnedByMe) {
+      // "我的" = skills I own OR skills granted into my collection by my 岗位
+      // (position) — mirroring how favorited agents land in 我的智能体.
+      if (isOwnedByMe || !!skill.favorited) {
         mine.push(skill);
       }
     }
@@ -593,6 +611,8 @@ export function SkillRow({
   const { data: cardPublishSquares } = usePublishSquares();
   const setPinned = useSetSkillPinned();
   const setFeatured = useSetSkillFeatured();
+  const setAlwaysOn = useSetSkillAlwaysOn();
+  const { data: compression } = useSkillCompressionSettings();
   const deleteSkill = useDeleteCustomSkill();
   const duplicateSkillMutation = useDuplicateSkill();
   const [confirmDeleteOpen, setConfirmDeleteOpen] = useState(false);
@@ -612,6 +632,17 @@ export function SkillRow({
   // Admin can edit/delete/unpublish anyone's skill; non-admin only their own.
   const canManage = isCustom && (isOwned || isAdmin);
   const canTogglePublish = canManage && !isBuiltin;
+  // 常驻(免压缩):内置技能仅管理员可设;自定义技能其所有者或管理员可设(与后端一致)。
+  const canSetAlwaysOn = isAdmin || isOwned;
+
+  async function handleToggleAlwaysOn(next: boolean) {
+    try {
+      await setAlwaysOn.mutateAsync({ skillName: skill.name, alwaysOn: next });
+      toast.success(next ? "已设为常驻(免压缩)" : "已取消常驻");
+    } catch (err) {
+      toast.error(err instanceof Error ? err.message : String(err));
+    }
+  }
 
   async function handleTogglePublished(next: boolean) {
     // Publishing: prompt for which square to publish into (when configured).
@@ -806,6 +837,15 @@ export function SkillRow({
           {t.settings.skills.badgePinned}
         </Badge>
       )}
+      {skill.always_on && (
+        <Badge
+          variant="outline"
+          className="border-amber-500/30 text-amber-700 dark:text-amber-300 text-xs"
+          title="常驻(免压缩):开启技能压缩后,本技能仍全文注入系统提示词并被正常检索"
+        >
+          常驻
+        </Badge>
+      )}
     </div>
   );
 
@@ -848,6 +888,14 @@ export function SkillRow({
             : t.settings.skills.useCountInlineZero}
         </div>
       )}
+      {formatDateTime(skill.created_at) && (
+        <div className="text-muted-foreground mt-1 flex items-center gap-1 text-xs">
+          <ClockIcon className="size-3.5 shrink-0" />
+          <span className="truncate">
+            创建时间：{formatDateTime(skill.created_at)}
+          </span>
+        </div>
+      )}
       {(skill.tags?.length ?? 0) > 0 && (
         <TagChipList tags={skill.tags!} className="mt-2" />
       )}
@@ -907,6 +955,27 @@ export function SkillRow({
           />
         </Button>
       )}
+      {compression?.enabled && canSetAlwaysOn && (
+        <Button
+          size="icon"
+          variant="ghost"
+          className={cn(
+            "h-8 w-8 shrink-0",
+            skill.always_on && "text-amber-600 hover:text-amber-700",
+          )}
+          disabled={setAlwaysOn.isPending}
+          onClick={() => void handleToggleAlwaysOn(!skill.always_on)}
+          title={
+            skill.always_on
+              ? "取消常驻(将被压缩,改由 search_skills 检索)"
+              : "设为常驻(免压缩,始终全文注入提示词)"
+          }
+        >
+          <Anchor
+            className={cn("size-3.5", skill.always_on && "fill-current")}
+          />
+        </Button>
+      )}
       {canTogglePublish && (
         <Button
           size="icon"

frontend-web/src/components/workspace/skills/skill-detail-dialog.tsx

@@ -26,6 +26,7 @@ import {
   DialogTitle,
 } from "@/components/ui/dialog";
 import { Input } from "@/components/ui/input";
+import { Switch } from "@/components/ui/switch";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
 import { Textarea } from "@/components/ui/textarea";
 import { MarkdownContent } from "@/components/workspace/messages/markdown-content";
@@ -37,12 +38,14 @@ import { getStoredAuth } from "@/core/auth";
 import { useI18n } from "@/core/i18n/hooks";
 import {
   useGenerateSkillNameZh,
+  useSetSkillAlwaysOn,
   useSetSkillDetail,
   useSetSkillNameZh,
   useSkill,
   useSkillContent,
   useSkillFiles,
 } from "@/core/skills/hooks";
+import { useSkillCompressionSettings } from "@/core/system-settings/hooks";
 import type { Skill } from "@/core/skills/type";
 import { reasoningPlugins } from "@/core/streamdown";
 import { desensitize } from "@/lib/desensitize";
@@ -105,6 +108,8 @@ export function SkillDetailDialog({
   const setDetail = useSetSkillDetail();
   const setNameZh = useSetSkillNameZh();
   const generateNameZh = useGenerateSkillNameZh();
+  const setAlwaysOn = useSetSkillAlwaysOn();
+  const { data: compression } = useSkillCompressionSettings();
 
   const [editing, setEditing] = useState(false);
   const [draft, setDraft] = useState("");
@@ -327,6 +332,15 @@ export function SkillDetailDialog({
                       {tx.badgePublished}
                     </Badge>
                   )}
+                  {skill?.always_on && compression?.enabled && (
+                    <Badge
+                      variant="outline"
+                      className="border-amber-500/30 text-xs text-amber-700 dark:text-amber-300"
+                      title="常驻(免压缩):本技能始终全文注入系统提示词"
+                    >
+                      常驻
+                    </Badge>
+                  )}
                 </div>
               )}
               <DialogDescription className="mt-1 line-clamp-2 text-sm leading-relaxed">
@@ -372,6 +386,31 @@ export function SkillDetailDialog({
             </TabsList>
 
             <div className="flex shrink-0 items-center gap-1">
+              {canManage && compression?.enabled && skill && (
+                <div
+                  className="mr-1 flex items-center gap-1.5"
+                  title="开启后,即使启用了技能压缩,本技能仍会全文注入系统提示词并被正常检索(免压缩)"
+                >
+                  <span className="text-muted-foreground text-xs">常驻(免压缩)</span>
+                  <Switch
+                    checked={!!skill.always_on}
+                    disabled={setAlwaysOn.isPending}
+                    onCheckedChange={(next) =>
+                      setAlwaysOn.mutate(
+                        { skillName: skill.name, alwaysOn: next },
+                        {
+                          onSuccess: () =>
+                            toast.success(next ? "已设为常驻(免压缩)" : "已取消常驻"),
+                          onError: (e) =>
+                            toast.error(
+                              e instanceof Error ? e.message : "更新常驻状态失败",
+                            ),
+                        },
+                      )
+                    }
+                  />
+                </div>
+              )}
               {selectedTab === "detail" && canManage && !editing && (
                 <Button
                   size="sm"

frontend-web/src/components/workspace/tags/resource-tag-dialog.tsx

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

frontend-web/src/components/workspace/user-identity-badge.tsx

@@ -0,0 +1,54 @@
+"use client";
+
+import { User } from "lucide-react";
+import { useMemo } from "react";
+
+import { getStoredAuth } from "@/core/auth";
+import { useMyPosition } from "@/core/positions";
+import { cn } from "@/lib/utils";
+import { readUserInfo } from "@/strategy-components/lib/light-app";
+
+/**
+ * 名称 + 岗位 用户标识。全量模式由 strategy-components/Header.tsx 顶栏右侧展示；
+ * 紧凑模式（不带全局顶栏）无处承载，故抽成共享组件，复用同一套数据来源
+ * （`readUserInfo().userName` 优先、回退 auth 邮箱前缀；岗位取 `useMyPosition`），
+ * 供页面级顶栏（如 ChatPage）右侧复用，保证两套布局一致。
+ *
+ * 配色按当前内容区前景色（foreground / muted-foreground），适配聊天页浅底顶栏，
+ * 而非 Header 的白字贴 banner 方案。
+ */
+export function UserIdentityBadge({ className }: { className?: string }) {
+  const auth = getStoredAuth();
+  const { data: myPosition } = useMyPosition();
+  const positionName = myPosition?.name?.trim() || "";
+
+  // 与 Header.tsx 一致：外部登录写入的真实用户名优先，缺省回退邮箱前缀。
+  const displayName = useMemo(() => {
+    const info = readUserInfo();
+    const name = typeof info.userName === "string" ? info.userName.trim() : "";
+    if (name) return name;
+    const email = auth?.email?.trim();
+    return email ? email.split("@")[0] : "用户";
+  }, [auth?.email]);
+
+  return (
+    <div
+      className={cn("flex shrink-0 items-center gap-2", className)}
+      title={positionName ? `${displayName}·${positionName}` : displayName}
+    >
+      <div className="bg-muted text-muted-foreground flex size-7 shrink-0 items-center justify-center rounded-full">
+        <User className="size-3.5" />
+      </div>
+      <div className="hidden min-w-0 text-left sm:block">
+        <p className="text-foreground truncate text-sm font-medium leading-tight">
+          {displayName}
+        </p>
+        {positionName && (
+          <p className="text-muted-foreground truncate text-[11px] leading-tight">
+            {positionName}
+          </p>
+        )}
+      </div>
+    </div>
+  );
+}

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

@@ -4,11 +4,13 @@ import {
   BellIcon,
   BotIcon,
   BrainIcon,
+  BriefcaseIcon,
   CalendarClockIcon,
   ChevronsUpDown,
   DatabaseZapIcon,
   GaugeIcon,
   HistoryIcon,
+  MessageCircleQuestionIcon,
   ScrollTextIcon,
   Settings2Icon,
   SettingsIcon,
@@ -216,6 +218,26 @@ export function WorkspaceNavMenu() {
                     <TagsIcon />
                     {t.adminTags.title}
                   </DropdownMenuItem>
+                  {isAdmin && (
+                    <DropdownMenuItem
+                      onClick={() => navigate("/page/workspace/admin/positions")}
+                    >
+                      <BriefcaseIcon />
+                      岗位管理
+                    </DropdownMenuItem>
+                  )}
+                  {isAdmin && (
+                    <DropdownMenuItem
+                      onClick={() =>
+                        navigate(
+                          "/page/workspace/settings/recommended-questions",
+                        )
+                      }
+                    >
+                      <MessageCircleQuestionIcon />
+                      推荐问题配置
+                    </DropdownMenuItem>
+                  )}
                   {isAdmin && logSystem?.enabled && logSystem.url && (
                     <DropdownMenuItem
                       onClick={() =>

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

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

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

@@ -58,6 +58,10 @@ export interface Agent {
   /** 入库模板名（外部知识入库接口的 templateName）。配置后该智能体会话中的
    * Markdown 产物右上角出现"发布入库"按钮。空/缺省 = 不支持入库。 */
   template_name?: string | null;
+  /** 会商席位「技能识别强化」开关。作为会商席位运行时，是否把本智能体配置的技能
+   * (名称 + SKILL.md 路径 + 必须先 read_file 的硬指令) 拼进本轮任务以补偿弱模型。
+   * 与业务链条同名开关取 OR。null/false = 关 (默认)。 */
+  seat_skill_directive?: boolean | null;
   tags?: Tag[];
   featured_order?: number | null;
   /** Whether the current user has favorited (收藏) this agent. */
@@ -91,6 +95,8 @@ export interface CreateAgentRequest {
   tool_groups?: string[] | null;
   common_questions?: AgentQuestion[] | null;
   template_name?: string | null;
+  /** 会商席位「技能识别强化」开关；缺省/false = 关。 */
+  seat_skill_directive?: boolean | null;
 }
 
 export interface UpdateAgentRequest {
@@ -106,4 +112,6 @@ export interface UpdateAgentRequest {
   common_questions?: AgentQuestion[] | null;
   /** 入库模板名；传空字符串表示清除。 */
   template_name?: string | null;
+  /** 会商席位「技能识别强化」开关；缺省/false = 关。 */
+  seat_skill_directive?: boolean | null;
 }

frontend-web/src/core/auth/dashboard-input.ts

@@ -0,0 +1,223 @@
+/**
+ * 大屏绘制智能体「独立页面」的**输入 JSON** 适配 seam。
+ *
+ * 设计意图：深链 `?taskId=` 模式下，后端提供「研判情报报告」接口
+ *   GET `{VITE_AIPI_CONSUMER_URL}/cop/selectSqReport?taskId=`
+ * 返回该任务的多类情报内容；本页把它**提取成干净的结构化 JSON** 交给智能体分析
+ * → 产出 report-json → 绘制大屏（react / html）。
+ *
+ * 接口返回结构：`{ state, msg, data: [{ id, taskId, ..., contentJson, categoryType }] }`，
+ * 其中 `contentJson` 是**被转义的 JSON 字符串**，`categoryType` 形如「敌情关键事件 JSON」。
+ * 本模块 `extractSqReport` 把每条的 `contentJson` 反序列化、按 `categoryType` 归类，
+ * 拼成 `{ taskId, categories: { 敌情关键事件: [...], 决心建议: {...}, ... } }` 喂给智能体。
+ *
+ * ⚠️ 真实接口现在还**请求不到**：通过 `VITE_MOCK_SQ_REPORT=true`（见 `utils/request.ts`）
+ * 走后端给的样例假数据（`sq-report-mock.json`），机制与 cop-task-detail 假数据一致。
+ * 联调通过后把该 env 置 false 即走真实接口；接口/数据若有变只需改 `extractSqReport`。
+ */
+
+import { requestCrudService } from "@/service/request-axios-service";
+import { readCopTaskDetail } from "@/core/auth/task-deeplink";
+
+/** 本页输入 JSON 暂存的 sessionStorage key（拉取一次后复用，避免重复请求）。 */
+export const DASHBOARD_INPUT_STORAGE_KEY = "dashboard.inputJson";
+
+/**
+ * 🧪 演示用模拟业务 JSON —— JSON 接口未就绪、也没有登录任务详情时的兜底输入。
+ * 让大屏页可立即跑通：智能体分析这份数据 → report-json → 渲染大屏。
+ * ⚠️ 接口就绪后删除本常量及其兜底引用。
+ */
+export const DEMO_DASHBOARD_INPUT = {
+  taskId: "DEMO-涉台舆情",
+  taskName: "2026 第一季度涉台舆情态势研判",
+  taskContent:
+    "汇总境内外多平台涉台舆情数据，研判热点叙事走势、关键行为体立场与传播渠道分布，识别风险并给出处置建议。",
+  overview:
+    "本季涉台舆情整体平稳但局部波动，'两岸交流''和平发展'类正向叙事占比上升，少数账号借军事议题制造紧张；境外智库与媒体联动放大特定框架。",
+  period: "2026-01-01 ~ 2026-03-31",
+  kpis: {
+    总信息量: 1284000,
+    日均增速: "12%",
+    正向占比: "58%",
+    负向占比: "19%",
+    识别风险点: 7,
+    覆盖平台: 12,
+  },
+  channels: [
+    { platform: "微博", share: 34 },
+    { platform: "境外社媒(X/FB)", share: 27 },
+    { platform: "短视频", share: 18 },
+    { platform: "新闻门户", share: 13 },
+    { platform: "论坛/贴吧", share: 8 },
+  ],
+  narratives: [
+    { theme: "两岸交流与融合发展", sentiment: "正向", volume: 42, trend: "up" },
+    { theme: "和平稳定·避战", sentiment: "正向", volume: 26, trend: "up" },
+    { theme: "军事演训与安全", sentiment: "中性偏负", volume: 21, trend: "flat" },
+    { theme: "外部势力介入", sentiment: "负向", volume: 11, trend: "down" },
+  ],
+  actors: [
+    { name: "主流官媒", stance: "正面引导", influence: 88, note: "议程设置与权威发布" },
+    { name: "岛内民间团体", stance: "中性多元", influence: 64, note: "交流合作类内容活跃" },
+    { name: "境外智库", stance: "负面框架", influence: 57, note: "联动媒体放大紧张叙事" },
+    { name: "自媒体大V", stance: "立场分化", influence: 49, note: "情绪化传播、易被借势" },
+  ],
+  risks: [
+    { label: "军事议题被恶意剪辑放大", level: "high" },
+    { label: "境外智库联动制造紧张框架", level: "high" },
+    { label: "个别大V情绪化带节奏", level: "mid" },
+    { label: "短视频谣言二次传播", level: "mid" },
+    { label: "节假日期间信息量骤增", level: "low" },
+  ],
+  timeline: [
+    { phase: "数据汇聚", desc: "12 平台多源采集与清洗去重" },
+    { phase: "叙事识别", desc: "聚类提炼核心叙事与情感倾向" },
+    { phase: "行为体画像", desc: "关键账号立场与影响力建模" },
+    { phase: "风险研判", desc: "识别高危议题与传播链路" },
+    { phase: "处置建议", desc: "分级响应与正向引导预案" },
+  ],
+  weeklyVolume: [
+    { week: "W1", value: 86 },
+    { week: "W2", value: 92 },
+    { week: "W3", value: 110 },
+    { week: "W4", value: 134 },
+    { week: "W5", value: 121 },
+    { week: "W6", value: 158 },
+  ],
+};
+
+/** 「研判情报报告」接口完整地址：`{VITE_AIPI_CONSUMER_URL}/cop/selectSqReport`。 */
+function sqReportUrl(): string {
+  const value = (import.meta.env as Record<string, unknown>).VITE_AIPI_CONSUMER_URL;
+  const base = typeof value === "string" ? value.replace(/\/+$/, "") : "";
+  return base ? `${base}/cop/selectSqReport` : "";
+}
+
+/** 把单条 `contentJson` 反序列化为对象/数组/原值（已是对象则原样返回）。 */
+function parseContentJson(raw: unknown): unknown {
+  if (typeof raw !== "string") return raw ?? null;
+  const text = raw.trim();
+  if (!text) return null;
+  try {
+    return JSON.parse(text);
+  } catch {
+    return text; // 解析失败就把原始字符串透传给智能体，让它自行理解
+  }
+}
+
+/** 去掉 categoryType 末尾的「 JSON」后缀，作为归类键（如「敌情关键事件 JSON」→「敌情关键事件」）。 */
+function categoryKey(categoryType: unknown, index: number): string {
+  const raw = typeof categoryType === "string" ? categoryType.trim() : "";
+  const cleaned = raw.replace(/\s*JSON\s*$/i, "").trim();
+  return cleaned || `分类${index + 1}`;
+}
+
+/**
+ * 把 selectSqReport 的整包响应**提取**成喂给智能体的干净结构化输入：
+ *   `{ taskId, source, categories: { [类目]: 反序列化后的内容 } }`
+ * 返回 null 表示无可用内容（调用方据此回退/不开跑）。
+ */
+export function extractSqReport(body: unknown, taskId: string): unknown | null {
+  const data = (body && typeof body === "object" ? (body as { data?: unknown }).data : null) as
+    | Array<Record<string, unknown>>
+    | undefined;
+  if (!Array.isArray(data) || data.length === 0) return null;
+  const categories: Record<string, unknown> = {};
+  data.forEach((item, index) => {
+    const content = parseContentJson(item?.contentJson);
+    if (content == null) return;
+    let key = categoryKey(item?.categoryType, index);
+    if (key in categories) key = `${key}（${index + 1}）`; // 同名类目去重保留
+    categories[key] = content;
+  });
+  if (Object.keys(categories).length === 0) return null;
+  return { taskId, source: "cop/selectSqReport", categories };
+}
+
+/**
+ * 输入 JSON 缓存**仅供开发(mock)使用**：`VITE_MOCK_SQ_REPORT==='true'` 时才读/写缓存，
+ * 避免开发反复请求样例假数据。真实接口模式（false）下不读不写缓存，**始终拉取真实数据**。
+ */
+function inputCacheEnabled(): boolean {
+  return (import.meta.env as Record<string, unknown>).VITE_MOCK_SQ_REPORT === "true";
+}
+
+/** 读取暂存的输入 JSON（仅 mock 开发模式生效，真实模式恒返回 null 以强制重新拉取）。 */
+export function readDashboardInputJson(): unknown | null {
+  if (!inputCacheEnabled()) return null;
+  try {
+    const raw = sessionStorage.getItem(DASHBOARD_INPUT_STORAGE_KEY);
+    return raw ? JSON.parse(raw) : null;
+  } catch {
+    return null;
+  }
+}
+
+/** 暂存输入 JSON（仅 mock 开发模式生效；隐私模式/quota 异常静默失败）。 */
+export function persistDashboardInputJson(data: unknown): void {
+  if (!inputCacheEnabled()) return;
+  try {
+    sessionStorage.setItem(DASHBOARD_INPUT_STORAGE_KEY, JSON.stringify(data));
+  } catch {
+    /* noop */
+  }
+}
+
+/** 用登录暂存的任务详情拼一份占位输入（接口未就绪时的回退）。 */
+function placeholderFromCopTask(taskId: string): unknown | null {
+  const detail = readCopTaskDetail();
+  if (!detail) return taskId ? { taskId } : null;
+  return {
+    taskId,
+    taskName: detail.taskName,
+    taskContent: detail.taskContent,
+    overview: detail.overview,
+    taskDirection: detail.taskDirection,
+    _note: "占位输入（真实业务 JSON 接口未就绪）",
+  };
+}
+
+/**
+ * 取本页的输入 JSON：**先请求 selectSqReport，待其返回后再交给模型抽取**。
+ *
+ * - 真实接口模式（`VITE_MOCK_SQ_REPORT=false`）：不读缓存、不兜底假数据——
+ *   **只用接口真实返回的内容**；请求失败或返回空一律返回 `null`（页面据此提示「请求失败/无数据」，
+ *   绝不拿占位/演示数据去喂模型，避免「没等接口就抽取假数据」）。
+ * - mock 开发模式（true）：走本地样例假数据（见 utils/request.ts）并缓存避免反复请求；
+ *   仅此模式在接口不可用时回退 copTaskDetail 占位 / DEMO 演示数据，保证开发能跑通。
+ */
+export async function fetchDashboardInputJson(
+  taskId: string,
+  opts?: { forceRefresh?: boolean },
+): Promise<unknown | null> {
+  const mock = inputCacheEnabled(); // true=mock/开发；false=真实接口
+  // forceRefresh（重新分析/修改时）：跳过缓存，强制重新请求接口拿**最新数据**（数据可能已变化）。
+  const cached = opts?.forceRefresh ? null : readDashboardInputJson(); // 真实模式恒 null（缓存仅开发用）
+  if (cached) return cached;
+
+  const url = sqReportUrl();
+  if (url && taskId) {
+    try {
+      // service 拦截器统一注入鉴权并返回 response.data（整包 body）。
+      // await 在此：必须**等接口返回**后才有 body 可 extract → 再由上层启动模型抽取。
+      const body = await requestCrudService.get(url, { taskId });
+      const extracted = extractSqReport(body, taskId);
+      if (extracted) {
+        persistDashboardInputJson(extracted); // 真实模式 no-op
+        return extracted;
+      }
+    } catch {
+      /* 请求失败：真实模式返回 null（见下），mock 模式落占位/DEMO */
+    }
+  }
+
+  // 真实接口模式：**不兜底假数据**。失败/空 → null，让页面提示而不是拿假数据喂模型。
+  if (!mock) return null;
+
+  // 以下兜底**仅 mock/开发模式**：copTaskDetail 占位 / DEMO 演示数据，保证开发能看效果。
+  const placeholder = placeholderFromCopTask(taskId);
+  const detail = readCopTaskDetail();
+  const resolved = detail ? placeholder : { ...DEMO_DASHBOARD_INPUT, taskId: taskId || DEMO_DASHBOARD_INPUT.taskId };
+  if (resolved) persistDashboardInputJson(resolved);
+  return resolved;
+}

frontend-web/src/core/auth/external-login.ts

@@ -9,6 +9,8 @@
  * theme 不存（直接走 ThemeContext，避免双源）。
  */
 
+import { authStorageGet, authStorageSet } from "@/core/auth/scoped-storage";
+
 export const EXTERNAL_LOGIN_STORAGE_KEYS = {
   ticket: "login.ticket",
   userId: "login.userId",
@@ -27,32 +29,25 @@ export type ExternalLoginParams = {
 
 /** 把外部跳转带来的三个参数写到 localStorage；隐私模式 / quota 异常时静默失败 */
 export function persistExternalLoginParams(params: ExternalLoginParams): void {
-  try {
-    if (params.ticket) {
-      localStorage.setItem(EXTERNAL_LOGIN_STORAGE_KEYS.ticket, params.ticket);
-    }
-    if (params.userId) {
-      localStorage.setItem(EXTERNAL_LOGIN_STORAGE_KEYS.userId, params.userId);
-    }
-    if (params.env) {
-      localStorage.setItem(EXTERNAL_LOGIN_STORAGE_KEYS.env, params.env);
-    }
-  } catch {
-    // localStorage 不可用时不阻断登录流程
+  // 嵌入(iframe)态走 sessionStorage（按标签页隔离），正常态走 localStorage —— 见 scoped-storage.ts。
+  if (params.ticket) {
+    authStorageSet(EXTERNAL_LOGIN_STORAGE_KEYS.ticket, params.ticket);
+  }
+  if (params.userId) {
+    authStorageSet(EXTERNAL_LOGIN_STORAGE_KEYS.userId, params.userId);
+  }
+  if (params.env) {
+    authStorageSet(EXTERNAL_LOGIN_STORAGE_KEYS.env, params.env);
   }
 }
 
 /** 读取持久化的外部登录参数；不可用时返回空字符串 */
 export function readExternalLoginParams(): Required<ExternalLoginParams> {
-  try {
-    return {
-      ticket: localStorage.getItem(EXTERNAL_LOGIN_STORAGE_KEYS.ticket) ?? "",
-      userId: localStorage.getItem(EXTERNAL_LOGIN_STORAGE_KEYS.userId) ?? "",
-      env: localStorage.getItem(EXTERNAL_LOGIN_STORAGE_KEYS.env) ?? "",
-    };
-  } catch {
-    return { ticket: "", userId: "", env: "" };
-  }
+  return {
+    ticket: authStorageGet(EXTERNAL_LOGIN_STORAGE_KEYS.ticket) ?? "",
+    userId: authStorageGet(EXTERNAL_LOGIN_STORAGE_KEYS.userId) ?? "",
+    env: authStorageGet(EXTERNAL_LOGIN_STORAGE_KEYS.env) ?? "",
+  };
 }
 
 /**

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

@@ -1,94 +1,110 @@
-export interface LoginByUsernameResponse {
-  access_token: string;
-  token_type: string;
-  expires_in: number;
-  user_id: string;
-  email: string;
-  system_role: string;
-  needs_setup: boolean;
-  created: boolean;
-}
-
-const AUTH_STORAGE_KEY = "deerflow.auth";
-
-function isBrowser(): boolean {
-  return typeof window !== "undefined";
-}
-
-export function getStoredAuth(): LoginByUsernameResponse | null {
-  if (!isBrowser()) {
-    return null;
-  }
-  const raw = window.localStorage.getItem(AUTH_STORAGE_KEY);
-  if (!raw) {
-    return null;
-  }
-  try {
-    return JSON.parse(raw) as LoginByUsernameResponse;
-  } catch {
-    return null;
-  }
-}
-
-export function setStoredAuth(auth: LoginByUsernameResponse) {
-  if (!isBrowser()) {
-    return;
-  }
-  window.localStorage.setItem(AUTH_STORAGE_KEY, JSON.stringify(auth));
-}
-
-export function clearStoredAuth() {
-  if (!isBrowser()) {
-    return;
-  }
-  window.localStorage.removeItem(AUTH_STORAGE_KEY);
-}
-
-/**
- * 把登录用户名写入 localStorage.userInfo.userName（顶栏用户区据此显示）。
- * 仅在尚未设置时写入，避免覆盖外部登录(yUserId)从 consumer 拿到的用户名。
- */
-export function setStoredUserName(name: string | null | undefined) {
-  if (!isBrowser()) {
-    return;
-  }
-  const trimmed = name?.trim();
-  if (!trimmed) {
-    return;
-  }
-  let info: Record<string, unknown> = {};
-  try {
-    const raw = window.localStorage.getItem("userInfo");
-    if (raw) {
-      const parsed = JSON.parse(raw);
-      if (parsed && typeof parsed === "object") {
-        info = parsed as Record<string, unknown>;
-      }
-    }
-  } catch {
-    info = {};
-  }
-  if (typeof info.userName === "string" && info.userName.trim()) {
-    return;
-  }
-  info.userName = trimmed;
-  window.localStorage.setItem("userInfo", JSON.stringify(info));
-}
-
-export function getAccessToken(): string | undefined {
-  const auth = getStoredAuth();
-  const token = auth?.access_token?.trim();
-  return token ? token : undefined;
-}
-
-export function getAuthorizationHeaderValue(): string | undefined {
-  const auth = getStoredAuth();
-  const token = auth?.access_token?.trim();
-  if (!token) {
-    return undefined;
-  }
-  const rawType = auth?.token_type?.trim();
-  const tokenType = rawType ? rawType : "Bearer";
-  return `${tokenType} ${token}`;
-}
-
+export interface LoginByUsernameResponse {
+  access_token: string;
+  token_type: string;
+  expires_in: number;
+  user_id: string;
+  email: string;
+  system_role: string;
+  needs_setup: boolean;
+  created: boolean;
+}
+
+import {
+  authStorageGet,
+  authStorageRemove,
+  authStorageSet,
+} from "@/core/auth/scoped-storage";
+
+const AUTH_STORAGE_KEY = "deerflow.auth";
+
+function isBrowser(): boolean {
+  return typeof window !== "undefined";
+}
+
+export function getStoredAuth(): LoginByUsernameResponse | null {
+  if (!isBrowser()) {
+    return null;
+  }
+  // 嵌入(iframe)态走 sessionStorage、正常态走 localStorage —— 隔离 iframe 登录用户与正常登录用户。
+  const raw = authStorageGet(AUTH_STORAGE_KEY);
+  if (!raw) {
+    return null;
+  }
+  try {
+    return JSON.parse(raw) as LoginByUsernameResponse;
+  } catch {
+    return null;
+  }
+}
+
+export function setStoredAuth(auth: LoginByUsernameResponse) {
+  if (!isBrowser()) {
+    return;
+  }
+  authStorageSet(AUTH_STORAGE_KEY, JSON.stringify(auth));
+}
+
+export function clearStoredAuth() {
+  if (!isBrowser()) {
+    return;
+  }
+  authStorageRemove(AUTH_STORAGE_KEY);
+}
+
+/** 与设置 → 个人信息页「用户名」一致：邮箱 @ 前缀，否则 user_id。 */
+export function getAccountDisplayName(
+  auth: LoginByUsernameResponse | null = getStoredAuth(),
+): string {
+  if (!auth) return "用户";
+  const usernameFromEmail = (auth.email ?? "").split("@")[0] ?? "";
+  return usernameFromEmail || auth.user_id || "用户";
+}
+
+/**
+ * 把登录用户名写入 localStorage.userInfo.userName（轻应用登录参数等场景使用）。
+ * 仅在尚未设置时写入，避免覆盖外部登录(yUserId)从 consumer 拿到的用户名。
+ */
+export function setStoredUserName(name: string | null | undefined) {
+  if (!isBrowser()) {
+    return;
+  }
+  const trimmed = name?.trim();
+  if (!trimmed) {
+    return;
+  }
+  let info: Record<string, unknown> = {};
+  try {
+    const raw = authStorageGet("userInfo");
+    if (raw) {
+      const parsed = JSON.parse(raw);
+      if (parsed && typeof parsed === "object") {
+        info = parsed as Record<string, unknown>;
+      }
+    }
+  } catch {
+    info = {};
+  }
+  if (typeof info.userName === "string" && info.userName.trim()) {
+    return;
+  }
+  info.userName = trimmed;
+  authStorageSet("userInfo", JSON.stringify(info));
+}
+
+export function getAccessToken(): string | undefined {
+  const auth = getStoredAuth();
+  const token = auth?.access_token?.trim();
+  return token ? token : undefined;
+}
+
+export function getAuthorizationHeaderValue(): string | undefined {
+  const auth = getStoredAuth();
+  const token = auth?.access_token?.trim();
+  if (!token) {
+    return undefined;
+  }
+  const rawType = auth?.token_type?.trim();
+  const tokenType = rawType ? rawType : "Bearer";
+  return `${tokenType} ${token}`;
+}
+

frontend-web/src/core/auth/scoped-storage.ts

@@ -0,0 +1,94 @@
+/**
+ * 鉴权 / 身份存储的「按登录态隔离」选择器。
+ *
+ * 诉求：外部系统用 iframe 套用咱们的深链问答时，**iframe 里登录的用户**要和**同浏览器正常登录
+ * 的用户**完全隔离——不然 iframe 里随便登一个用户，会覆盖正常标签页的登录态（甚至触发跨标签
+ * 账号变更提示）。
+ *
+ * 根因：同源下 `localStorage` 跨所有标签页共享，鉴权 token（`deerflow.auth`）/ 身份（`userInfo`）/
+ * 外部登录参数（`login.*` / `tools_token`）都存在那里，iframe 一写就污染正常页。
+ *
+ * 方案：嵌入态（`isEmbedActive()`，见 [[embed-session]]）下，这些键改走 **sessionStorage**——它按
+ * **标签页/浏览上下文**隔离，iframe（即便同源）有自己独立的一份，写它绝不动正常标签页的
+ * localStorage，也不会触发正常页的 `storage` 事件（见 sync.tsx 的跨标签账号监听）。正常态仍走
+ * localStorage，行为零变化。
+ *
+ * 把所有受保护键的读写都收口到 `authStorage()`，保证同一标签页内读写落到同一处（嵌入态恒为
+ * sessionStorage、正常态恒为 localStorage；嵌入标志一进程内不翻转，故一致）。
+ */
+
+import { isEmbedActive, isIsolatedSession } from "@/core/embed/embed-session";
+
+/**
+ * 返回当前应使用的鉴权存储：嵌入态（iframe）**或**独立会话态（`?isolate=1`）→ sessionStorage
+ * （按标签页隔离）；否则 → localStorage（跨标签共享、持久）。非浏览器环境返回 null（调用方各自
+ * 有 SSR 守卫）。两种隔离态等价于「本标签页鉴权独立、绝不污染其它标签页登录态」，区别仅在于嵌入态
+ * 还会去 chrome / 强制主题，独立会话态只切换存储。
+ */
+export function authStorage(): Storage | null {
+  if (typeof window === "undefined") return null;
+  return isEmbedActive() || isIsolatedSession() ? window.sessionStorage : window.localStorage;
+}
+
+/** 读受保护键（嵌入态 sessionStorage / 正常态 localStorage）。 */
+export function authStorageGet(key: string): string | null {
+  try {
+    return authStorage()?.getItem(key) ?? null;
+  } catch {
+    return null;
+  }
+}
+
+/** 写受保护键。隐私模式 / quota 异常静默失败。 */
+export function authStorageSet(key: string, value: string): void {
+  try {
+    authStorage()?.setItem(key, value);
+  } catch {
+    /* noop */
+  }
+}
+
+/** 删受保护键。 */
+export function authStorageRemove(key: string): void {
+  try {
+    authStorage()?.removeItem(key);
+  } catch {
+    /* noop */
+  }
+}
+
+/**
+ * 受 `authStorage()` 收口管理的鉴权 / 身份键：四个精确键 + `login.` 前缀（外部登录参数族
+ * ticket/userId/env/maxkeyOnlineToken/userDetailToken）。用于「开启独立会话」时把当前登录态从
+ * localStorage 快照搬进 sessionStorage，避免切换存储后被登出。
+ */
+const PROTECTED_AUTH_EXACT_KEYS = ["deerflow.auth", "userInfo", "userId", "tools_token"];
+const PROTECTED_AUTH_PREFIX = "login.";
+
+function isProtectedAuthKey(key: string): boolean {
+  return PROTECTED_AUTH_EXACT_KEYS.includes(key) || key.startsWith(PROTECTED_AUTH_PREFIX);
+}
+
+/**
+ * 把 localStorage 里的鉴权 / 身份键**快照复制**进 sessionStorage（覆盖式）。
+ *
+ * 「外观」设置开启独立会话时调用：此后 `authStorage()` 改读 sessionStorage，若不先搬一份当前账号
+ * 过去就会瞬间「未登录」。每次开启都重新快照（覆盖旧值），确保拿到的是当前 localStorage 的最新账号。
+ * 仅搬受保护键，不动 sessionStorage 里既有的本标签页专属态（embed.session / 任务上下文等）。
+ */
+export function migrateAuthToSession(): void {
+  if (typeof window === "undefined") return;
+  try {
+    const ls = window.localStorage;
+    const ss = window.sessionStorage;
+    for (let i = 0; i < ls.length; i++) {
+      const key = ls.key(i);
+      if (key && isProtectedAuthKey(key)) {
+        const value = ls.getItem(key);
+        if (value !== null) ss.setItem(key, value);
+      }
+    }
+  } catch {
+    /* noop */
+  }
+}

frontend-web/src/core/auth/sync.tsx

@@ -4,6 +4,7 @@ import { useEffect, useRef } from "react";
 import { toast } from "sonner";
 
 import { getStoredAuth } from "@/core/auth";
+import { isEmbedActive, isIsolatedSession } from "@/core/embed/embed-session";
 
 const AUTH_STORAGE_KEY = "deerflow.auth";
 const SETTLE_DELAY_MS = 1200;
@@ -21,6 +22,10 @@ export function AuthSyncWatcher() {
   const lastUserIdRef = useRef<string | null>(readUserId());
 
   useEffect(() => {
+    // 嵌入(iframe)态 / 独立会话态(?isolate=1)：鉴权走按标签页的 sessionStorage，本就不与其它标签页
+    // 共享，且不应被其它标签页的 localStorage 账号变更打扰 —— 直接不挂跨标签监听。
+    if (isEmbedActive() || isIsolatedSession()) return;
+
     let settleTimer: ReturnType<typeof setTimeout> | null = null;
 
     function evaluateSettledIdentity() {
@@ -47,6 +52,11 @@ export function AuthSyncWatcher() {
     }
 
     function handleStorage(event: StorageEvent) {
+      // 运行时若已切到独立会话（「外观」开关在挂载后才开启）：鉴权改读本标签页 sessionStorage，
+      // 不应再被其它标签页的 localStorage 账号变更打扰 —— 即时忽略，无需刷新页面。
+      if (isEmbedActive() || isIsolatedSession()) {
+        return;
+      }
       // Ignore unrelated keys and localStorage.clear(). Backend session loss is
       // handled centrally through 401 responses.
       if (event.key !== AUTH_STORAGE_KEY) {

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

@@ -0,0 +1,261 @@
+/**
+ * 任务工作区（任务深链 rwfx / 3qfx / xdfx，见 ``TaskFxWorkspace``）左侧栏的
+ * **可配置跳转按钮**。
+ *
+ * 数据源优先级：后端 ``/api/task-buttons``（全局共享、admin 整体替换）。**仅当整张表
+ * 为空（全新部署、从未保存过）**时回退到代码种子默认（``defaultTaskButtons``，从实时
+ * 任务深链配置读出 rwfx 的 4 个历史按钮，3qfx/xdfx 为空）——这样真实跳转地址通过实时
+ * config 进种子，避免写死；一旦保存过，后端即唯一数据源。
+ *
+ * 按钮两类（``linkType``）：``url`` 外链（``window.open``，可选追加 ``?id=任务id``）/
+ * ``business`` 内部切换到另一业务（复用 [[task-deeplink]] 的 ``resolveTaskDeeplinkTarget``）。
+ */
+
+import {
+  appendQueryParam,
+  type TaskDeeplinkConfig,
+} from "@/core/auth/task-deeplink-config";
+import {
+  readCopTaskDetail,
+  resolveTaskDeeplinkTarget,
+} from "@/core/auth/task-deeplink";
+
+/** 任务工作区业务码（与路由 taskBase 一一对应）。 */
+export type TaskBusiness = "rwfx" | "3qfx" | "xdfx";
+
+/** 业务元数据：每个 = 一个任务深链页面。``goPath`` 为深链 ``?goPath=`` 值；``desc`` 给管理页说明。 */
+export const TASK_BUSINESSES: {
+  code: TaskBusiness;
+  /** 页面名（tab 主标题）。 */
+  name: string;
+  /** 深链 goPath 值。 */
+  goPath: string;
+  /** 页面说明。 */
+  desc: string;
+}[] = [
+  {
+    code: "rwfx",
+    name: "任务分析",
+    goPath: "rwfx",
+    desc: "完整版任务工作区（带目的树闸门），通过 ?goPath=rwfx 进入。",
+  },
+  {
+    code: "3qfx",
+    name: "三情分析",
+    goPath: "3qfx",
+    desc: "精简版工作区（无目的树闸门），通过 ?goPath=3qfx 进入。",
+  },
+  {
+    code: "xdfx",
+    name: "行动分析",
+    goPath: "xdfx",
+    desc: "精简版工作区，通过 ?goPath=xdfx 进入（深链 taskId 实为行动id）。",
+  },
+];
+
+/** ``url``=外链 / ``business``=切换业务 / ``purpose``=弹出任务目的树表格（无需 target）。 */
+export type TaskButtonLinkType = "url" | "business" | "purpose";
+
+/** 追加的 id 取哪种：``task``=任务id（默认）/ ``action``=行动id（仅 xdfx 二者不同）。 */
+export type TaskButtonIdKind = "task" | "action";
+
+/** ``url`` 外链打开方式：``blank``=新窗口（默认）/ ``self``=当前窗口（嵌入态即当前 iframe）。 */
+export type TaskButtonOpenMode = "blank" | "self";
+
+/** 一个可配置跳转按钮。 */
+export interface TaskButton {
+  id: string;
+  business: TaskBusiness;
+  label: string;
+  linkType: TaskButtonLinkType;
+  /** ``url``=完整地址；``business``=目标业务码（如 ``3qfx``）。 */
+  target: string;
+  /** ``url`` 类型是否追加 id 查询参数。 */
+  appendTaskId: boolean;
+  /** 追加的查询参数名（如 ``id`` / ``task_id``）；空则用 ``id``。 */
+  idParam: string;
+  /**
+   * ``url`` 追加 id 时取任务id 还是行动id。仅 xdfx（行动分析）二者不同：深链原始 ``?taskId=``
+   * 实为行动id，任务id 由 action 接口解析。其它业务两者相同。
+   */
+  idKind: TaskButtonIdKind;
+  /** ``url`` 外链打开方式：``blank``=新窗口（默认）/ ``self``=当前窗口。仅 ``url`` 类型有意义。 */
+  openMode: TaskButtonOpenMode;
+  enabled: boolean;
+  sortOrder: number;
+}
+
+/** 内部切换可选的目标业务（``business`` 类型按钮的下拉项）。 */
+export const TASK_BUSINESS_TARGETS: { code: TaskBusiness; label: string }[] = [
+  { code: "3qfx", label: "三情分析" },
+  { code: "rwfx", label: "任务分析" },
+  { code: "xdfx", label: "行动分析" },
+];
+
+/**
+ * 代码种子默认按钮（仅在后端整张表为空时使用）：
+ *   - rwfx：历史 4 个按钮（编辑/下一步/3q详情，地址取自实时任务深链配置）+ 切换到三情/行动分析；
+ *   - 3qfx / xdfx：互相切换到另外两个业务。
+ * 即「三个业务都带切换按钮」。已保存过则用页面「导入默认」把缺失项补进来。
+ */
+export function defaultTaskButtons(cfg: TaskDeeplinkConfig): TaskButton[] {
+  const sw = (
+    id: string,
+    business: TaskBusiness,
+    label: string,
+    target: TaskBusiness,
+    sortOrder: number,
+  ): TaskButton => ({
+    id,
+    business,
+    label,
+    linkType: "business",
+    target,
+    appendTaskId: false,
+    idParam: "id",
+    idKind: "task",
+    openMode: "blank",
+    enabled: true,
+    sortOrder,
+  });
+  // 目的树弹框按钮（无需 target）。
+  const pz = (id: string, business: TaskBusiness, sortOrder: number): TaskButton => ({
+    id,
+    business,
+    label: "弹框查看",
+    linkType: "purpose",
+    target: "",
+    appendTaskId: false,
+    idParam: "id",
+    idKind: "task",
+    openMode: "blank",
+    enabled: true,
+    sortOrder,
+  });
+  return [
+    // rwfx（任务分析）：外链 + 切换
+    {
+      id: "rwfx-edit",
+      business: "rwfx",
+      label: "编辑",
+      linkType: "url",
+      target: cfg.treemapEditUrl,
+      appendTaskId: true,
+      idParam: "id",
+      idKind: "task",
+      openMode: "blank",
+      enabled: true,
+      sortOrder: 0,
+    },
+    {
+      id: "rwfx-next",
+      business: "rwfx",
+      label: "下一步",
+      linkType: "url",
+      target: cfg.treemapNextUrl,
+      appendTaskId: true,
+      idParam: "id",
+      idKind: "task",
+      openMode: "blank",
+      enabled: true,
+      sortOrder: 1,
+    },
+    {
+      id: "rwfx-detail3q",
+      business: "rwfx",
+      label: "3q详情",
+      linkType: "url",
+      target: cfg.detail3qUrl,
+      appendTaskId: true,
+      idParam: "id",
+      idKind: "task",
+      openMode: "blank",
+      enabled: true,
+      sortOrder: 2,
+    },
+    sw("rwfx-switch3q", "rwfx", "切换到三情分析", "3qfx", 3),
+    sw("rwfx-switchxd", "rwfx", "切换到行动分析", "xdfx", 4),
+    pz("rwfx-purpose", "rwfx", 5),
+    // 3qfx（三情分析）：切换到任务/行动分析
+    sw("3qfx-switchrw", "3qfx", "切换到任务分析", "rwfx", 0),
+    sw("3qfx-switchxd", "3qfx", "切换到行动分析", "xdfx", 1),
+    // xdfx（行动分析）：切换到任务/三情分析 + 弹框查看
+    sw("xdfx-switchrw", "xdfx", "切换到任务分析", "rwfx", 0),
+    sw("xdfx-switch3q", "xdfx", "切换到三情分析", "3qfx", 1),
+    pz("xdfx-purpose", "xdfx", 2),
+  ];
+}
+
+/**
+ * 实际生效的按钮列表：后端有任意一条记录时即以后端为准；整张表为空才回退种子默认。
+ * （与 [[敏感词管理]] 的种子语义一致：空=从未配置→用种子；非空=已配置→后端说了算，
+ * 哪怕某业务被清空也不回退。）
+ */
+export function resolveTaskButtons(
+  stored: TaskButton[],
+  cfg: TaskDeeplinkConfig,
+): TaskButton[] {
+  return stored.length > 0 ? stored : defaultTaskButtons(cfg);
+}
+
+/** 取某业务下、启用的按钮，按 sortOrder 升序。 */
+export function buttonsForBusiness(
+  buttons: TaskButton[],
+  business: TaskBusiness,
+): TaskButton[] {
+  return buttons
+    .filter((b) => b.business === business && b.enabled)
+    .sort((a, b) => a.sortOrder - b.sortOrder);
+}
+
+export interface RunTaskButtonCtx {
+  /** 任务id（xdfx 为 action 接口解析后的真实任务id；其它业务即深链原始 id）。 */
+  taskId: string;
+  /** 行动id（xdfx 深链原始 ?taskId=；其它业务通常等于 taskId）。 */
+  actionId?: string;
+  navigate: (path: string, opts?: { state?: Record<string, unknown> }) => void;
+  /** 跳转/打开失败时的提示回调（默认 noop）。 */
+  onError?: (message: string) => void;
+}
+
+/**
+ * 执行一个跳转按钮：
+ *   - ``url``：拼地址（可选追加 ``?id=``，取任务id 或行动id 视 ``idKind``）新标签打开；地址为空提示未配置。
+ *   - ``business``：复用深链解析（会按目标业务重绑任务上下文）后 ``navigate``（始终用任务id）。
+ */
+export async function runTaskButton(btn: TaskButton, ctx: RunTaskButtonCtx): Promise<void> {
+  const fail = (m: string) => ctx.onError?.(m);
+  // purpose（目的树弹框）由组件层处理（需打开 React 弹框），此处不动作。
+  if (btn.linkType === "purpose") return;
+  if (btn.linkType === "url") {
+    const base = btn.target.trim();
+    if (!base) {
+      fail(`未配置「${btn.label}」的跳转地址`);
+      return;
+    }
+    // 行动分析（xdfx）可选追加行动id；否则用任务id。行动id 缺失时回退任务id。
+    const id = btn.idKind === "action" ? ctx.actionId || ctx.taskId : ctx.taskId;
+    const param = (btn.idParam || "id").trim() || "id";
+    const url = btn.appendTaskId && id ? appendQueryParam(base, param, id) : base;
+    // 打开方式：self=当前窗口（嵌入态即当前 iframe）；否则 blank=新窗口（默认）。
+    if (btn.openMode === "self") {
+      window.location.assign(url);
+    } else {
+      window.open(url, "_blank", "noopener,noreferrer");
+    }
+    return;
+  }
+  // business：内部切换到另一业务
+  const detail = readCopTaskDetail();
+  if (!detail || !ctx.taskId) {
+    fail("缺少任务信息，无法跳转");
+    return;
+  }
+  try {
+    const target = await resolveTaskDeeplinkTarget(btn.target, detail, ctx.taskId);
+    if (target) ctx.navigate(target.path, { state: target.state });
+    else fail(`未配置「${btn.label}」对应的业务智能体`);
+  } catch {
+    fail("跳转失败，请稍后再试");
+  }
+}

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

@@ -0,0 +1,120 @@
+/**
+ * 任务深链（``goPath=rwfx``）的运行时配置：从后端公开只读接口
+ * ``GET /api/public/config/task-deeplink`` 读取（地址、测试开关、测试假数据全在后端
+ * ``config.yaml`` 的 ``task_deeplink`` 段，改完即时生效，前端无需重建）。
+ *
+ * 两种用法：
+ *   - 命令式（登录深链流程，非 React 环境）：``fetchTaskDeeplinkConfig()`` 拉取并模块级缓存；
+ *     ``getCachedTaskDeeplinkConfig()`` 同步读缓存（拼跳转地址用）。
+ *   - React 组件：``useTaskDeeplinkConfig()``（见 [[task-purpose]] 的面板/列表）。
+ *
+ * 拉取失败 → 用内置默认值（``test=false`` + 真实 URL）兜底，功能不整体挂掉。
+ */
+
+import { apiFetch } from "@/core/api/fetch-client";
+import { getBackendBaseURL } from "@/core/config";
+
+export interface TaskDeeplinkConfig {
+  /** 目的树查询走假数据。 */
+  test: boolean;
+  /** 删除接口走假数据（该接口未开发完时打开）。 */
+  deleteTest: boolean;
+  /** 行动→任务解析走假数据（xdfx 行动id→任务id）。 */
+  actionTest: boolean;
+  /** 目的树查询完整 URL（调用追加 ?taskId=）。 */
+  purposeDetailUrl: string;
+  /** 删除完整 URL（调用追加 ?taskId=）。 */
+  deleteUrl: string;
+  /** B 系统树形完整编辑页 URL（跳转追加 ?id=）。 */
+  treemapEditUrl: string;
+  /** B 系统树形下一步页 URL（跳转追加 ?id=）。 */
+  treemapNextUrl: string;
+  /** 行动详情接口基址（xdfx 行动→任务）：调用追加 /{actionId}，返回 data.taskId 为真正任务id。 */
+  actionDetailUrl: string;
+  /** 「3q详情」详情页 URL（rwfx 目的树面板链接，跳转追加 ?id= 任务id）；留空则前端提示未配置。 */
+  detail3qUrl: string;
+  /** 测试假数据：purposeDetail = 原始 {state,msg,data}；delete = {message,success}；
+   *  actionDetail = 原始 {state,msg,data:{taskId,...}}。 */
+  mock: {
+    purposeDetail?: unknown;
+    delete?: { message?: string; success?: boolean };
+    actionDetail?: unknown;
+  };
+}
+
+/** 内置默认值（后端拿不到时兜底；真实 URL + 关闭测试）。 */
+export const DEFAULT_TASK_DEEPLINK_CONFIG: TaskDeeplinkConfig = {
+  test: false,
+  deleteTest: false,
+  actionTest: false,
+  purposeDetailUrl: "https://ch1.b.uat.4.cn/consumer/taskAnalyseSearch/getTaskPurposeDetail",
+  deleteUrl: "https://ch1.b.uat.4.cn/consumer/taskAnalyseSearch/delete",
+  treemapEditUrl: "https://ch1.b.uat.4.cn/web/#/task/item-aicoh/step-mode-treemap-full-edit",
+  treemapNextUrl: "https://ch1.b.uat.4.cn/web/#/task/item-aicoh/step-mode-treemap-full-next",
+  actionDetailUrl: "https://ch1.b.uat.4.cn/consumer/plan/action",
+  detail3qUrl: "",
+  mock: {},
+};
+
+/** 后端 snake_case 响应 → 前端 camelCase；缺字段回退默认值。 */
+function normalize(body: unknown): TaskDeeplinkConfig {
+  const o = body && typeof body === "object" ? (body as Record<string, unknown>) : {};
+  const d = DEFAULT_TASK_DEEPLINK_CONFIG;
+  const str = (v: unknown, fallback: string) =>
+    typeof v === "string" && v.trim() ? v : fallback;
+  const mock = o.mock && typeof o.mock === "object" ? (o.mock as Record<string, unknown>) : {};
+  return {
+    test: o.test === true,
+    deleteTest: o.delete_test === true,
+    actionTest: o.action_test === true,
+    purposeDetailUrl: str(o.purpose_detail_url, d.purposeDetailUrl),
+    deleteUrl: str(o.delete_url, d.deleteUrl),
+    treemapEditUrl: str(o.treemap_edit_url, d.treemapEditUrl),
+    treemapNextUrl: str(o.treemap_next_url, d.treemapNextUrl),
+    actionDetailUrl: str(o.action_detail_url, d.actionDetailUrl),
+    // detail_3q_url 允许为空（地址待定），不回退默认；只在配了非空时才生效。
+    detail3qUrl: typeof o.detail_3q_url === "string" ? o.detail_3q_url : d.detail3qUrl,
+    mock: {
+      purposeDetail: mock.purpose_detail,
+      delete:
+        mock.delete && typeof mock.delete === "object"
+          ? (mock.delete as { message?: string; success?: boolean })
+          : undefined,
+      actionDetail: mock.action_detail,
+    },
+  };
+}
+
+let cached: TaskDeeplinkConfig | null = null;
+let inflight: Promise<TaskDeeplinkConfig> | null = null;
+
+/** 拉取（带模块级缓存 + 去重）；失败回退默认值。 */
+export async function fetchTaskDeeplinkConfig(): Promise<TaskDeeplinkConfig> {
+  if (cached) return cached;
+  if (inflight) return inflight;
+  inflight = (async () => {
+    try {
+      const res = await apiFetch(`${getBackendBaseURL()}/api/public/config/task-deeplink`);
+      if (!res.ok) throw new Error(`task-deeplink config ${res.status}`);
+      cached = normalize(await res.json());
+    } catch {
+      cached = { ...DEFAULT_TASK_DEEPLINK_CONFIG };
+    } finally {
+      inflight = null;
+    }
+    return cached;
+  })();
+  return inflight;
+}
+
+/** 同步读缓存（未拉取过则返回默认值）。 */
+export function getCachedTaskDeeplinkConfig(): TaskDeeplinkConfig {
+  return cached ?? DEFAULT_TASK_DEEPLINK_CONFIG;
+}
+
+/** 在完整 URL（可能含 `#` 片段）后追加查询参数，供跳转/调用拼 id/taskId。 */
+export function appendQueryParam(url: string, key: string, value: string): string {
+  if (!url) return "";
+  const sep = url.includes("?") ? "&" : "?";
+  return `${url}${sep}${key}=${encodeURIComponent(value)}`;
+}

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

@@ -0,0 +1,322 @@
+/**
+ * 外部系统跳转登录时的「任务深链」：登录 URL 带 ``taskId`` + ``goPath`` 时，
+ * 拉取任务详情并据 goPath 把用户直接送到对应的智能体问答 / 多智能体会商页。
+ *
+ * 流程：
+ *   1. 调 consumer 接口 ``GET {VITE_AIPI_CONSUMER_URL}/taskAnalyseSearch/cop-task-detail?taskId=``，
+ *      请求头 ``Authorization: Bearer admin``（由 service 拦截器统一注入）。
+ *   2. 把返回的 data（id/overview/taskDirection/taskName/taskContent）整包存到 sessionStorage。
+ *   3. 按 goPath 解析出业务码 + 模式：
+ *        - ``3qfx`` / ``rwfx`` / ``xdfx``       → 单智能体问答（用「配置管理」里该业务配置的智能体）
+ *        - ``3qfx-A`` / ``rwfx-A`` / ``xdfx-A`` → 多智能体会商（用该业务配置的业务链条）
+ *      携带 taskName / taskContent 作为开场信息。
+ *
+ * 业务码映射与「配置管理」(`/api/business-mapping`) 一致：
+ *   3Q=三情分析(3QFX)、6BF=任务分析(任务FX)、7BF=行动分析(XDFX)。
+ */
+
+import { requestCrudService } from "@/service/request-axios-service";
+import { clearTaskContext, persistTaskContext } from "@/core/auth/task-purpose";
+import { fetchTaskDeeplinkConfig } from "@/core/auth/task-deeplink-config";
+import { listBusinessMappings } from "@/strategy-components/api/business-mapping";
+
+/** xdfx 业务码：深链传入的是「行动id」，需先调 action 接口解析出真正的「任务id」。 */
+const XDFX_BUSINESS_CODE = "7BF";
+
+/** 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";
+
+/** 行动详情整包暂存的 sessionStorage key（xdfx 行动分析：会商/单智能体读取行动名称/叙事）。 */
+export const ACTION_DETAIL_STORAGE_KEY = "login.actionDetail";
+
+/** goPath 基础码 → 业务码（配置管理 businessCode）。 */
+const GOPATH_BUSINESS_CODE: Record<string, string> = {
+  "3qfx": "3Q", // 三情分析
+  rwfx: "6BF", // 任务分析（任务FX）
+  xdfx: "7BF", // 行动分析（XDFX）
+};
+
+/**
+ * 业务码 → 「任务管理」布局下的路由前缀（与 sidebar-menu.ts 的 COH 中任务菜单路径一致）。
+ * 会商 / 智能体问答都挂在此前缀下，保证侧边栏停留在 任务管理 → COH中任务 → 对应业务 高亮。
+ */
+const BUSINESS_TASK_BASE: Record<string, string> = {
+  "3Q": "/page/strategy/task-management/plan-task-sentiment",
+  "6BF": "/page/strategy/task-management/plan-task/plan-task-fx",
+  "7BF": "/page/strategy/task-management/plan-task/plan-task-action",
+};
+
+export interface ParsedGoPath {
+  businessCode: string;
+  /** true = 多智能体会商（``-A`` 后缀）；false = 单智能体问答。 */
+  roundtable: boolean;
+}
+
+/** 解析 goPath（大小写不敏感）；``-A`` 后缀表示多智能体会商。无法识别返回 null。 */
+export function parseGoPath(goPath: string): ParsedGoPath | null {
+  const raw = goPath.trim().toLowerCase();
+  if (!raw) return null;
+  const roundtable = raw.endsWith("-a");
+  const base = roundtable ? raw.slice(0, -2) : raw;
+  const businessCode = GOPATH_BUSINESS_CODE[base];
+  if (!businessCode) return null;
+  return { businessCode, roundtable };
+}
+
+function consumerBaseUrl(): string {
+  const value = import.meta.env.VITE_AIPI_CONSUMER_URL;
+  return typeof value === "string" ? value.replace(/\/+$/, "") : "";
+}
+
+/** cop-task-detail 是否走本地假数据：开关 `VITE_MOCK_COP_TASK_DETAIL=true`（真实接口未就绪时调试用）。 */
+function copTaskDetailMockEnabled(): boolean {
+  return (import.meta.env as Record<string, unknown>).VITE_MOCK_COP_TASK_DETAIL === "true";
+}
+
+/** cop-task-detail 本地假数据（与真实 data 字段同构；mock 开关开启时返回）。 */
+function mockCopTaskDetail(taskId: string): CopTaskDetail {
+  return {
+    id: taskId || "2055",
+    overview: "暑期文旅消费高峰期间的舆情态势综合研判与引导任务（本地假数据）。",
+    taskDirection: "正向引导 + 风险预警",
+    taskName: "任务01：暑期文旅舆情综合研判",
+    taskContent:
+      "围绕暑期文旅消费高峰，对重点城市、重点景区的公众情绪与舆情态势做综合研判，识别情绪拐点与潜在风险，提出正向引导与处置建议。",
+  };
+}
+
+/** 拉取任务详情；``VITE_MOCK_COP_TASK_DETAIL=true`` 走假数据；缺少 consumer 地址 / 返回不合法时返回 null。 */
+export async function fetchCopTaskDetail(taskId: string): Promise<CopTaskDetail | null> {
+  if (copTaskDetailMockEnabled()) {
+    return mockCopTaskDetail(taskId);
+  }
+  const base = consumerBaseUrl();
+  if (!base || !taskId) return null;
+  // service 拦截器已统一注入 `Authorization: Bearer admin` 并返回 response.data（整包 body）。
+  const body = await requestCrudService.get(`${base}/taskAnalyseSearch/cop-task-detail`, { taskId });
+  const data = body && typeof body === "object" ? (body as { data?: unknown }).data : null;
+  if (!data || typeof data !== "object") return null;
+  const d = data as Record<string, unknown>;
+  return {
+    id: (d.id as string | number | null) ?? null,
+    overview: typeof d.overview === "string" ? d.overview : "",
+    taskDirection: typeof d.taskDirection === "string" ? d.taskDirection : "",
+    taskName: typeof d.taskName === "string" ? d.taskName : "",
+    taskContent: typeof d.taskContent === "string" ? d.taskContent : "",
+  };
+}
+
+/** 把任务详情整包暂存到 sessionStorage（隐私模式/quota 异常时静默失败）。 */
+export function persistCopTaskDetail(detail: CopTaskDetail): void {
+  try {
+    sessionStorage.setItem(COP_TASK_DETAIL_STORAGE_KEY, JSON.stringify(detail));
+  } catch {
+    /* noop */
+  }
+}
+
+/** 读取暂存的任务详情。 */
+export function readCopTaskDetail(): CopTaskDetail | null {
+  try {
+    const raw = sessionStorage.getItem(COP_TASK_DETAIL_STORAGE_KEY);
+    return raw ? (JSON.parse(raw) as CopTaskDetail) : null;
+  } catch {
+    return null;
+  }
+}
+
+/** 把行动详情整包暂存到 sessionStorage（xdfx 行动分析用；隐私模式/quota 异常时静默失败）。 */
+export function persistActionDetail(detail: ActionDetail): void {
+  try {
+    sessionStorage.setItem(ACTION_DETAIL_STORAGE_KEY, JSON.stringify(detail));
+  } catch {
+    /* noop */
+  }
+}
+
+/** 读取暂存的行动详情（会商左上角「当前行动」、单智能体行动详情卡都可读）。 */
+export function readActionDetail(): ActionDetail | null {
+  try {
+    const raw = sessionStorage.getItem(ACTION_DETAIL_STORAGE_KEY);
+    return raw ? (JSON.parse(raw) as ActionDetail) : null;
+  } catch {
+    return null;
+  }
+}
+
+/** 行动详情接口 ``{action_detail_url}/{actionId}`` 返回的 ``data`` 字段（xdfx 行动分析用）。 */
+export interface ActionDetail {
+  /** 行动id（深链 ?taskId= 传入的就是它）。 */
+  id: string;
+  /** 该行动归属的真正「任务id」。 */
+  taskId: string;
+  /** 所属目的id。 */
+  purposeId: string;
+  /** 行动名称。 */
+  actionName: string;
+  /** 行动状态码。 */
+  actionStatus: number | string;
+  /** 行动叙事 / 描述。 */
+  narration: string;
+}
+
+/**
+ * xdfx 深链：用「行动id」调行动详情接口 ``{action_detail_url}/{actionId}``，取出整包行动详情。
+ * ``action_test=true`` 时直接用后端配置里的假数据（接口未通时用）。
+ * 缺地址 / 返回不合法 → 返回 null。
+ */
+export async function fetchActionDetail(actionId: string): Promise<ActionDetail | null> {
+  if (!actionId) return null;
+  const cfg = await fetchTaskDeeplinkConfig();
+  let body: unknown;
+  if (cfg.actionTest) {
+    body = cfg.mock.actionDetail;
+  } else if (cfg.actionDetailUrl) {
+    const base = cfg.actionDetailUrl.replace(/\/+$/, "");
+    // service 拦截器已统一注入 Authorization: Bearer admin 并返回整包 body；行动id 走路径段。
+    body = await requestCrudService.get(`${base}/${encodeURIComponent(actionId)}`);
+  } else {
+    return null;
+  }
+  const data = body && typeof body === "object" ? (body as { data?: unknown }).data : null;
+  if (!data || typeof data !== "object") return null;
+  const d = data as Record<string, unknown>;
+  const detail: ActionDetail = {
+    id: d.id != null ? String(d.id) : "",
+    taskId: d.taskId != null ? String(d.taskId) : "",
+    purposeId: d.purposeId != null ? String(d.purposeId) : "",
+    actionName: typeof d.actionName === "string" ? d.actionName : "",
+    actionStatus:
+      typeof d.actionStatus === "number" || typeof d.actionStatus === "string" ? d.actionStatus : "",
+    narration: typeof d.narration === "string" ? d.narration : "",
+  };
+  // 取到即整包暂存：登录解析任务id 时(resolveDeeplinkTaskId→fetchTaskIdFromAction)就会缓存它，
+  // 之后会商左上角「当前行动」、单智能体行动详情卡都能直接 readActionDetail()，避免重复请求。
+  persistActionDetail(detail);
+  return detail;
+}
+
+/**
+ * xdfx 深链：用「行动id」解析出真正的「任务id」（取行动详情的 ``data.taskId``）。
+ * 缺地址 / 返回不合法 → 返回 ""（调用方据此回退）。
+ */
+export async function fetchTaskIdFromAction(actionId: string): Promise<string> {
+  return (await fetchActionDetail(actionId))?.taskId ?? "";
+}
+
+/**
+ * 据 goPath 把深链 URL 里的原始 id 解析成真正的「任务id」：
+ *   - xdfx（行动分析）：URL 传入的是「行动id」，调 action 接口换成 ``data.taskId``；
+ *     解析失败返回 ""（让调用方回退默认首页，避免拿行动id当任务id污染后续查询/绑定）。
+ *   - 其它业务：URL 传入的本就是任务id，原样返回。
+ */
+export async function resolveDeeplinkTaskId(goPath: string, rawId: string): Promise<string> {
+  const parsed = parseGoPath(goPath);
+  if (parsed?.businessCode === XDFX_BUSINESS_CODE) {
+    return fetchTaskIdFromAction(rawId);
+  }
+  return rawId;
+}
+
+export interface TaskDeeplinkTarget {
+  path: string;
+  /** react-router navigate 的 state（多智能体会商用 roundtablePrefill）。 */
+  state?: Record<string, unknown>;
+}
+
+/** 用 taskName / taskContent 拼出开场信息文本；末尾附上任务 id（task_id），供后端识别任务。 */
+function buildOpeningText(detail: CopTaskDetail, taskId: string): string {
+  return [
+    detail.taskName ? `任务名称：${detail.taskName}` : "",
+    detail.taskContent ? `任务内容：${detail.taskContent}` : "",
+    taskId ? `任务id（task_id）为${taskId}` : "",
+  ]
+    .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；
+ *     taskId 让会商页按任务隔离存取草稿/聊天记录）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）。
+ *
+ * @param taskId 真实任务 id（xdfx 已由 action 接口解析；其它业务即深链原始 ?taskId=）。
+ *   用于按任务隔离草稿/对话；与 consumer 返回的 detail.id 区分。
+ * @param rawId 深链 URL 的原始 ``?taskId=``（xdfx 为「行动id」）。供需追加行动id 的按钮用；
+ *   省略时回退 taskId。
+ */
+export async function resolveTaskDeeplinkTarget(
+  goPath: string,
+  detail: CopTaskDetail,
+  taskId: string,
+  rawId?: string,
+): Promise<TaskDeeplinkTarget | null> {
+  const parsed = parseGoPath(goPath);
+  if (!parsed) return null;
+  const taskBase = BUSINESS_TASK_BASE[parsed.businessCode];
+  if (!taskBase) return null;
+
+  // 清掉上一次深链可能残留的任务上下文（单智能体分支会用本次任务重新写入）。
+  clearTaskContext();
+
+  if (parsed.roundtable) {
+    // 多智能体会商：嵌进对应业务的「任务管理」布局；businessCode 让会商页自动选用配置的业务链条；
+    // taskId 让会商页按任务隔离存取草稿（一个 taskId 多条记录），并触发第三步自动结构化输出。
+    // xdfx（行动分析）：根是「行动」——把行动名称随首条消息交给任务理解，左上角展示「当前行动」。
+    // 行动详情登录解析任务id 时已缓存（fetchActionDetail 内 persistActionDetail）；这里优先读缓存。
+    let actionName = "";
+    let actionId = "";
+    if (parsed.businessCode === XDFX_BUSINESS_CODE && rawId) {
+      actionId = rawId;
+      const ad = readActionDetail() ?? (await fetchActionDetail(rawId));
+      actionName = ad?.actionName ?? "";
+    }
+    return {
+      path: `${taskBase}/roundtable`,
+      state: {
+        roundtablePrefill: {
+          taskTitle: detail.taskName,
+          taskGoal: detail.taskContent,
+          businessCode: parsed.businessCode,
+          taskId: taskId || undefined,
+          ...(actionId ? { actionId } : {}),
+          ...(actionName ? { actionName } : {}),
+          autoStart: true,
+        },
+      },
+    };
+  }
+
+  let agentId: string | null = null;
+  try {
+    const mappings = await listBusinessMappings();
+    agentId = mappings.find((m) => m.businessCode === parsed.businessCode)?.agentId ?? null;
+  } catch {
+    agentId = null;
+  }
+  if (!agentId) return null;
+
+  // 单智能体问答统一走「任务工作区」（任务↔对话 1:N，按 taskId + agentId 隔离不同业务的对话列表）：
+  // 暂存任务上下文（taskId + agentId + 开场信息），跳到 chats 索引，由工作区按 taskId 决定
+  // 开最新历史对话 / 新建。rwfx 在工作区里额外过「目的树闸门」；3qfx/xdfx 仅 1:N 列表，
+  // 新建对话直接带开场信息自动发出（见 task-purpose / AgentChatPage 的 taskGate / taskBind）。
+  persistTaskContext({
+    taskId,
+    agentId,
+    openingText: buildOpeningText(detail, taskId),
+    actionId: rawId || taskId,
+  });
+  return { path: `${taskBase}/agent/${agentId}/chats` };
+}

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

@@ -0,0 +1,326 @@
+/**
+ * 任务深链（``goPath=rwfx``）的「目的树闸门 + 任务↔对话绑定」支持。
+ *
+ * 角色区分：
+ *   - **目的树数据**：B 系统里的策划结果，走 ``getTaskPurposeDetail`` / ``delete``（地址、测试
+ *     开关、测试假数据都来自 [[task-deeplink-config]] / 后端 config.yaml），与聊天对话无关。
+ *     新建对话（含首次进入）前用它做「已有数据→覆盖确认」闸门。
+ *   - **对话(thread)**：聊天会话；通过 thread 的 ``metadata.taskId`` 标签把多个对话挂到同一个
+ *     任务下（1:N），列表用 useThreadsPage({ metadata:{ taskId } }) 过滤。详见 [[task-deeplink]]。
+ */
+
+import {
+  appendQueryParam,
+  fetchTaskDeeplinkConfig,
+  getCachedTaskDeeplinkConfig,
+} from "@/core/auth/task-deeplink-config";
+import { requestCrudService } from "@/service/request-axios-service";
+import type {
+  FlowGraphData,
+  FlowGraphEdge,
+  FlowGraphNode,
+  FlowNodeType,
+} from "@/roundtable-planning/lib/flow-graph";
+
+/** 归一化后的目的树节点（用于展示，逐层：目的→行为体→预期行为→驱动因素→叙事）。 */
+export interface PurposeTreeNode {
+  /** 节点类型中文标签。 */
+  label: string;
+  /** 节点主文本（目的/行为体名/预期/因素/叙事内容）。 */
+  text: string;
+  /** 推荐理由（若有）。 */
+  reason?: string;
+  children: PurposeTreeNode[];
+}
+
+/** 当前 rwfx 任务上下文（深链进入或「新建对话」时暂存，供闸门面板与绑定使用）。 */
+export interface TaskContext {
+  taskId: string;
+  agentId: string;
+  /** 自动发出的开场信息（任务名称/内容）。 */
+  openingText: string;
+  /** 深链原始 id（xdfx 为「行动id」，需追加行动id 的按钮用；其它业务等于 taskId）。 */
+  actionId?: string;
+}
+
+const TASK_CONTEXT_STORAGE_KEY = "task.rwfxContext";
+
+/* --------------------------- 目的树查询/删除 --------------------------- */
+
+/** 逐层 dto 字段映射：key=childrenList 里出现的 *Dto 字段名。 */
+const DTO_FIELD_MAP: Record<string, { label: string; textKey: string }> = {
+  purposeDto: { label: "目的", textKey: "zzPurpose" },
+  actorDto: { label: "行为体", textKey: "actorName" },
+  expectedBehaviorDto: { label: "预期行为", textKey: "behavior" },
+  drivingFactorDto: { label: "驱动因素", textKey: "drivingFactor" },
+  narrationDto: { label: "叙事", textKey: "narration" },
+};
+
+// 取节点主文本时跳过的字段（id/时间/标记/理由等非展示文本），保证容错。
+const SKIP_TEXT_KEY = /(^id$|Id$|Time$|Flag$|Type$|Level$|recReason|createBy|updateBy|^mid$)/i;
+
+/** 从一个 dto 里取展示文本：优先 preferredKey，否则取第一个像「内容」的字符串字段。 */
+function pickDtoText(dto: Record<string, unknown>, preferredKey?: string): string {
+  if (preferredKey && typeof dto[preferredKey] === "string" && (dto[preferredKey] as string).trim()) {
+    return dto[preferredKey] as string;
+  }
+  for (const [k, v] of Object.entries(dto)) {
+    if (typeof v === "string" && v.trim() && !SKIP_TEXT_KEY.test(k)) return v;
+  }
+  return "";
+}
+
+/**
+ * 把一层节点归一化为 {label,text,reason,children}。**容错**：
+ *   - 优先匹配已知 dto（目的/行为体/...）；未知 ``*Dto`` 字段也兜底（标签取字段名去 Dto）；
+ *   - 文本字段改名也能取到（pickDtoText 兜底）；
+ *   - 完全不认识的结构仍递归 childrenList，避免整棵树丢失。
+ */
+function normalizeNode(raw: unknown): PurposeTreeNode | null {
+  if (!raw || typeof raw !== "object") return null;
+  const obj = raw as Record<string, unknown>;
+  const isObj = (k: string) => obj[k] && typeof obj[k] === "object" && !Array.isArray(obj[k]);
+  // 先找已知 dto，再兜底任意 `*Dto` 字段。
+  let dtoKey = Object.keys(DTO_FIELD_MAP).find(isObj);
+  if (!dtoKey) dtoKey = Object.keys(obj).find((k) => /Dto$/.test(k) && isObj(k));
+
+  const childrenRaw = Array.isArray(obj.childrenList) ? obj.childrenList : [];
+  const children = childrenRaw
+    .map(normalizeNode)
+    .filter((n): n is PurposeTreeNode => n !== null);
+
+  if (!dtoKey) {
+    // 不认识的结构：仅当有子节点时保留为占位节点，否则丢弃。
+    return children.length ? { label: "节点", text: "", children } : null;
+  }
+
+  const mapped = DTO_FIELD_MAP[dtoKey];
+  const dto = obj[dtoKey] as Record<string, unknown>;
+  const label = mapped?.label ?? dtoKey.replace(/Dto$/, "");
+  const text = pickDtoText(dto, mapped?.textKey);
+  const reason =
+    typeof dto.recReason === "string" && (dto.recReason as string).trim()
+      ? (dto.recReason as string)
+      : undefined;
+  return { label, text, reason, children };
+}
+
+/** 表格行：根→叶一条路径上的各层单元格（层级数可变，做了容错）。 */
+export type PurposeFlatCell = { label: string; text: string; reason?: string };
+
+/** 把目的树拍平成「一行一条叶子路径」，供表格展示（层级缺失/变动都不崩）。 */
+export function flattenPurposeTree(nodes: PurposeTreeNode[]): PurposeFlatCell[][] {
+  const rows: PurposeFlatCell[][] = [];
+  const walk = (node: PurposeTreeNode, trail: PurposeFlatCell[]) => {
+    const next = [...trail, { label: node.label, text: node.text, reason: node.reason }];
+    if (!node.children || node.children.length === 0) rows.push(next);
+    else node.children.forEach((c) => walk(c, next));
+  };
+  nodes.forEach((n) => walk(n, []));
+  return rows;
+}
+
+/* --------------------- 目的树 → 流程图(flow-graph) --------------------- */
+
+/**
+ * 目的树各层级标签 → 流程图节点类型（仅决定配色，见 FLOW_NODE_TYPE_META）。
+ * 未知层级回退 task。层级名本身仍原样写进节点 group，画布上当小标签显示。
+ */
+const PURPOSE_LABEL_TO_FLOW_TYPE: Record<string, FlowNodeType> = {
+  目的: "stage",
+  行为体: "role",
+  预期行为: "task",
+  驱动因素: "decision",
+  叙事: "deliverable",
+};
+
+/** 目的树的一个层级（深度）：层级中文名 + 对应流程图节点类型（决定配色）。 */
+export interface PurposeLevel {
+  /** 层级中文名（目的 / 行为体 / 预期行为 / 驱动因素 / 叙事…）。 */
+  label: string;
+  /** 流程图节点类型（用于取 FLOW_NODE_TYPE_META 配色，与画布节点一致）。 */
+  type: FlowNodeType;
+}
+
+/**
+ * 按**深度**抽出目的树的有序层级（每层取该深度第一个非空层级名作代表）。
+ *
+ * 目的树每一深度的层级是一致的（深度 0 = 目的、1 = 行为体、… 直到叶子叙事），
+ * 故逐层 BFS、每层取一个代表标签即可得到「任务策划共几级、分别是什么」，
+ * 供消息列表上方的「流程示例图」按层级画彩色小图标。
+ */
+export function derivePurposeLevels(tree: PurposeTreeNode[]): PurposeLevel[] {
+  const levels: PurposeLevel[] = [];
+  let frontier = tree;
+  let depth = 0;
+  while (frontier.length > 0 && depth < 12) {
+    const label = frontier.find((n) => n.label?.trim())?.label?.trim() || `层级 ${depth + 1}`;
+    levels.push({ label, type: PURPOSE_LABEL_TO_FLOW_TYPE[label] ?? "task" });
+    frontier = frontier.flatMap((n) => n.children ?? []);
+    depth += 1;
+  }
+  return levels;
+}
+
+/**
+ * 把归一化后的目的树转换成 Step 3 流程图组件（FlowGraphPanel）认识的 FlowGraphData。
+ *
+ * - 逐层深度优先遍历，给每个节点分配稳定 id（`p1/p2/…`，按遍历顺序）；
+ * - 父→子建一条边（from=父 id）；
+ * - 节点主文本(`text`)作 label，层级名(`label`)作 group（画布顶部小标签），
+ *   推荐理由并进 detail（点节点弹窗里看）。
+ * - 传入 ``rootLabel`` 时，在最顶层加一个「任务」根节点，所有「目的」挂到它下面
+ *   （与 B 系统给的「任务 → 目的 → 行为体 → …」流程一致，单一根节点）；不传则保持
+ *   旧的「多个目的各自成根」森林（向后兼容）。
+ * 容错沿用 PurposeTreeNode（normalizeNode 已兜底字段/层级变动），这里不再二次判断。
+ */
+export function purposeTreeToFlowGraph(
+  tree: PurposeTreeNode[],
+  taskId?: string,
+  rootLabel?: string,
+): FlowGraphData {
+  const nodes: FlowGraphNode[] = [];
+  const edges: FlowGraphEdge[] = [];
+  let counter = 0;
+  const walk = (node: PurposeTreeNode, parentId: string | null) => {
+    const id = `p${++counter}`;
+    const type = PURPOSE_LABEL_TO_FLOW_TYPE[node.label] ?? "task";
+    const text = node.text?.trim() || node.label || "（空）";
+    const detail = node.reason?.trim()
+      ? `${text}\n理由：${node.reason.trim()}`
+      : node.text?.trim() || undefined;
+    nodes.push({ id, label: text, type, group: node.label || undefined, detail });
+    if (parentId) edges.push({ from: parentId, to: id });
+    node.children?.forEach((child) => walk(child, id));
+  };
+  // 任务为单一根节点（仅在有目的数据且传入 rootLabel 时）：每个「目的」根挂到它下面。
+  const rootId = rootLabel && rootLabel.trim() && tree.length > 0 ? "task-root" : null;
+  if (rootId) {
+    nodes.push({ id: rootId, label: rootLabel!.trim(), type: "start", group: "任务" });
+  }
+  tree.forEach((root) => walk(root, rootId));
+  return {
+    title: taskId ? `任务目的（任务 ${taskId}）` : "任务目的",
+    nodes,
+    edges,
+  };
+}
+
+/** 从接口/假数据的整包 body 里取出 data 数组并归一化成树。 */
+function bodyToTree(body: unknown): PurposeTreeNode[] {
+  const data =
+    body && typeof body === "object" ? (body as { data?: unknown }).data : null;
+  const arr = Array.isArray(data) ? data : [];
+  return arr.map(normalizeNode).filter((n): n is PurposeTreeNode => n !== null);
+}
+
+export interface TaskPurposeResult {
+  tree: PurposeTreeNode[];
+  /** data 数组里有有效目的节点 = 已有策划数据。 */
+  hasData: boolean;
+}
+
+/**
+ * 查询任务目的树。``test=true`` 时直接用后端配置里的假数据；否则打真实接口
+ * （地址来自配置，``Authorization: Bearer admin`` 由 axios 拦截器统一注入）。
+ * 缺地址 / 返回不合法 → ``{ tree: [], hasData: false }``。
+ */
+export async function fetchTaskPurposeDetail(
+  taskId: string,
+): Promise<TaskPurposeResult> {
+  if (!taskId) return { tree: [], hasData: false };
+  const cfg = await fetchTaskDeeplinkConfig();
+  let body: unknown;
+  if (cfg.test) {
+    body = cfg.mock.purposeDetail;
+  } else if (cfg.purposeDetailUrl) {
+    body = await requestCrudService.get(cfg.purposeDetailUrl, { taskId });
+  } else {
+    return { tree: [], hasData: false };
+  }
+  const tree = bodyToTree(body);
+  return { tree, hasData: tree.length > 0 };
+}
+
+export interface DeleteTaskPurposeResult {
+  message: string;
+  success: boolean;
+}
+
+/**
+ * 删除任务目的树（覆盖前清空 / 手动清除任务记录都走这里）。``delete_test=true`` 时
+ * 用后端配置里的假数据（接口未开发完时用）；否则打真实接口。
+ */
+export async function deleteTaskPurpose(
+  taskId: string,
+): Promise<DeleteTaskPurposeResult> {
+  if (!taskId) return { message: "缺少 taskId", success: false };
+  const cfg = await fetchTaskDeeplinkConfig();
+  if (cfg.deleteTest) {
+    const m = cfg.mock.delete ?? {};
+    return { message: typeof m.message === "string" ? m.message : "", success: m.success === true };
+  }
+  if (!cfg.deleteUrl) return { message: "缺少删除接口地址", success: false };
+  const body = await requestCrudService.get(cfg.deleteUrl, { taskId });
+  const obj =
+    body && typeof body === "object" ? (body as unknown as Record<string, unknown>) : {};
+  return {
+    message: typeof obj.message === "string" ? obj.message : "",
+    success: obj.success === true,
+  };
+}
+
+/* ----------------------------- 跳转地址 ----------------------------- */
+
+/** B 系统「树形完整编辑」页地址（问答后「编辑」按钮，新标签打开）。用同步缓存配置。 */
+export function buildTreemapEditUrl(taskId: string): string {
+  const url = getCachedTaskDeeplinkConfig().treemapEditUrl;
+  return url && taskId ? appendQueryParam(url, "id", taskId) : "";
+}
+
+/** B 系统「树形下一步」页地址（问答后「下一步」按钮，新标签打开）。 */
+export function buildTreemapNextUrl(taskId: string): string {
+  const url = getCachedTaskDeeplinkConfig().treemapNextUrl;
+  return url && taskId ? appendQueryParam(url, "id", taskId) : "";
+}
+
+/** 「3q详情」详情页地址（目的树面板链接，新标签打开）；追加 ?id=任务id。地址未配置时返回 ""。 */
+export function buildDetail3qUrl(taskId: string): string {
+  const url = getCachedTaskDeeplinkConfig().detail3qUrl;
+  return url && taskId ? appendQueryParam(url, "id", taskId) : "";
+}
+
+/* --------------------------- 任务上下文暂存 --------------------------- */
+
+export function persistTaskContext(ctx: TaskContext): void {
+  try {
+    sessionStorage.setItem(TASK_CONTEXT_STORAGE_KEY, JSON.stringify(ctx));
+  } catch {
+    /* noop */
+  }
+}
+
+export function readTaskContext(): TaskContext | null {
+  try {
+    const raw = sessionStorage.getItem(TASK_CONTEXT_STORAGE_KEY);
+    if (!raw) return null;
+    const parsed = JSON.parse(raw) as Partial<TaskContext>;
+    if (!parsed?.taskId || !parsed?.agentId) return null;
+    return {
+      taskId: String(parsed.taskId),
+      agentId: String(parsed.agentId),
+      openingText: typeof parsed.openingText === "string" ? parsed.openingText : "",
+      actionId: typeof parsed.actionId === "string" ? parsed.actionId : undefined,
+    };
+  } catch {
+    return null;
+  }
+}
+
+export function clearTaskContext(): void {
+  try {
+    sessionStorage.removeItem(TASK_CONTEXT_STORAGE_KEY);
+  } catch {
+    /* noop */
+  }
+}

frontend-web/src/core/auth/wujie-ticket-login.ts

@@ -4,6 +4,7 @@ import {
   EXTERNAL_LOGIN_STORAGE_KEYS,
   persistExternalLoginParams,
 } from "./external-login";
+import { authStorageSet } from "@/core/auth/scoped-storage";
 
 const AUTH_BASE_URL = (import.meta.env.VITE_AUTH_BASE_URL || "").replace(
   /\/$/,
@@ -49,21 +50,14 @@ type UserDetailTokenResponse = {
 };
 
 function persistMaxkeyOnlineToken(token: string): void {
-  try {
-    localStorage.setItem(MAXKEY_ONLINE_TOKEN_STORAGE_KEY, token);
-  } catch {
-    // 静默失败，不阻断登录
-  }
+  // 嵌入(iframe)态走 sessionStorage（按标签页隔离），正常态走 localStorage。
+  authStorageSet(MAXKEY_ONLINE_TOKEN_STORAGE_KEY, token);
 }
 
 function persistUserDetailToken(data: UserDetailTokenPayload): void {
-  try {
-    localStorage.setItem(USER_DETAIL_TOKEN_STORAGE_KEY, JSON.stringify(data));
-    if (data.user_id) {
-      localStorage.setItem(EXTERNAL_LOGIN_STORAGE_KEYS.userId, String(data.user_id));
-    }
-  } catch {
-    // 静默失败
+  authStorageSet(USER_DETAIL_TOKEN_STORAGE_KEY, JSON.stringify(data));
+  if (data.user_id) {
+    authStorageSet(EXTERNAL_LOGIN_STORAGE_KEYS.userId, String(data.user_id));
   }
 }
 

frontend-web/src/core/auth/yuser-login.ts

@@ -1,4 +1,5 @@
 import { requestCrudService } from "@/service/request-axios-service";
+import { authStorageGet, authStorageSet } from "@/core/auth/scoped-storage";
 
 const CONSUMER_URL = import.meta.env.VITE_AIPI_CONSUMER_URL || "";
 
@@ -23,7 +24,7 @@ export async function loginByYUserId(
   token?: string | null,
 ): Promise<void> {
   if (token) {
-    localStorage.setItem(TOOLS_TOKEN_STORAGE_KEY, token);
+    authStorageSet(TOOLS_TOKEN_STORAGE_KEY, token);
   }
 
   const res = (await requestCrudService.get(
@@ -37,14 +38,14 @@ export async function loginByYUserId(
   // 注意:接口也会返回 accessToken,但 XK/PG 及 source=accessToken 要用路由透传的
   // access_token,故登录流程随后会用 persistAccessToken 覆盖 userInfo.accessToken。
   const result = res.data ?? {};
-  localStorage.setItem(
+  authStorageSet(
     EXTERNAL_USER_INFO_STORAGE_KEY,
     JSON.stringify({ ...result, yUserId }),
   );
 }
 
 export function persistToolsToken(token: string): void {
-  localStorage.setItem(TOOLS_TOKEN_STORAGE_KEY, token);
+  authStorageSet(TOOLS_TOKEN_STORAGE_KEY, token);
 }
 
 /**
@@ -59,7 +60,7 @@ export function persistAccessToken(token: string): void {
   if (!trimmed) return;
   let info: Record<string, unknown> = {};
   try {
-    const raw = localStorage.getItem(EXTERNAL_USER_INFO_STORAGE_KEY);
+    const raw = authStorageGet(EXTERNAL_USER_INFO_STORAGE_KEY);
     if (raw) {
       const parsed = JSON.parse(raw);
       if (parsed && typeof parsed === "object") {
@@ -70,5 +71,5 @@ export function persistAccessToken(token: string): void {
     info = {};
   }
   info.accessToken = trimmed;
-  localStorage.setItem(EXTERNAL_USER_INFO_STORAGE_KEY, JSON.stringify(info));
+  authStorageSet(EXTERNAL_USER_INFO_STORAGE_KEY, JSON.stringify(info));
 }

frontend-web/src/core/embed/embed-session.ts

@@ -0,0 +1,213 @@
+/**
+ * 「外部系统 iframe 套用深链」相关的**按标签页**会话开关。承载三个相互独立的能力，多由 URL
+ * 路由参数开启（独立会话 `isolate` 另可由「外观」设置里的开关在运行时切换，见 `setIsolatedSession`），
+ * 存进同一份 sessionStorage 会话、跨登录跳转/刷新/页内导航存活：
+ *
+ *   1. `embed=1`（可带 `&theme=`）—— **嵌入模式**：去掉全局导航栏（Header）+ 侧边栏（PageSidebar），
+ *      并按外部主题色强制系统明/暗（离散切换）。
+ *   2. `hideJump=1` —— **隐藏深链底部「快捷跳转」栏**：去掉 `TaskJumpBar` 的两部分——底部的
+ *      「下一步」等按钮 + 右侧垂直居中的悬浮菜单（单智能体问答 / 多智能体会商深链共用该栏）。
+ *   3. `isolate=1` —— **独立会话登录**：本标签页的鉴权身份按标签页隔离（见 [[scoped-storage]]
+ *      `authStorage()`，嵌入态与独立态同走 sessionStorage）。用于同一浏览器里**另开一个标签页登
+ *      录不同账号**而**不覆盖**当前标签页（localStorage）的登录态——`embed` 已隐含此隔离，`isolate`
+ *      则是把同一套隔离单独提供给**普通（带 chrome）标签页**，不去 chrome、不强制主题、不动跳转栏。
+ *
+ * 三者可单独使用，也可叠加：`hideJump` **只**隐藏跳转栏，不动 chrome / 主题；`embed` 不影响跳转栏；
+ * `isolate` 只切换鉴权存储，不影响 chrome / 主题 / 跳转栏。
+ *
+ * 隔离要点（核心诉求：同一浏览器另开咱们正常系统页，**绝不能**被这些开关影响）：
+ *   - 用 **sessionStorage**（按标签页隔离、绝不跨标签）持有这些 flag，而**不用** localStorage
+ *     （跨标签共享 → 会污染正常页）。
+ *   - 主题走 next-themes 的 `forcedTheme`（见 App.tsx `AppProviders`）——只在本标签页生效、
+ *     不写 localStorage `strategy-theme`；嵌入侧绝不调 `setTheme`。
+ *   - 去 chrome / 去跳转栏均由本模块的 sessionStorage flag 驱动，不碰 `persistSidebarEnabled` 等
+ *     localStorage 偏好。
+ *
+ * iframe 的浏览器上下文就是它自己的标签页，sessionStorage 天然「一个 iframe 一份、随关闭消失」；
+ * 正常页标签页里既无这些参数也无这份会话 → 所有 `isXxx()` 恒为 false，完全不受影响。
+ */
+
+const EMBED_SESSION_KEY = "embed.session";
+
+export type EmbedTheme = "light" | "dark";
+
+/** 本标签页的嵌入会话（按需置位的若干独立开关）。 */
+export interface EmbedSession {
+  /** 嵌入模式：去全局 chrome + 强制主题。 */
+  embed: boolean;
+  /** 嵌入模式下强制的主题（仅 embed 为真时有意义）。 */
+  theme: EmbedTheme;
+  /** 隐藏深链底部「快捷跳转」栏（TaskJumpBar：底部按钮 + 右侧悬浮菜单）。 */
+  hideJump: boolean;
+  /** 独立会话：鉴权身份按本标签页隔离（走 sessionStorage），用于同浏览器登录不同账号互不覆盖。 */
+  isolate: boolean;
+}
+
+/** URL 布尔参数的三态：显式开 / 显式关 / 未带。 */
+type FlagParam = "on" | "off" | null;
+
+function toSearchParams(search: string): URLSearchParams {
+  return new URLSearchParams(search.startsWith("?") ? search : `?${search}`);
+}
+
+/** 读某个布尔型 query 参数的三态。`1/true/yes` → on；`0/false/no` → off；缺省/其它 → null。 */
+function readFlagParam(search: string, key: string): FlagParam {
+  const v = (toSearchParams(search).get(key) ?? "").trim().toLowerCase();
+  if (!v) return null;
+  if (v === "1" || v === "true" || v === "yes") return "on";
+  if (v === "0" || v === "false" || v === "no") return "off";
+  return null;
+}
+
+/** 读 URL 里的 `embed` 三态。 */
+export function readEmbedParam(search: string): FlagParam {
+  return readFlagParam(search, "embed");
+}
+
+/** 读 URL 里的 `hideJump` 三态。 */
+export function readHideJumpParam(search: string): FlagParam {
+  return readFlagParam(search, "hideJump");
+}
+
+/** 读 URL 里的 `isolate` 三态（独立会话登录）。 */
+export function readIsolateParam(search: string): FlagParam {
+  return readFlagParam(search, "isolate");
+}
+
+/**
+ * 把外部传入的主题色映射成离散明/暗。与 `resolveThemeFromQuery` 同源约定（dark-blue → 深色），
+ * 另外宽松接受 `dark` / 中文「深色/深蓝」直传；其余（含空）一律浅色。
+ */
+export function resolveEmbedThemeMode(raw: string | null | undefined): EmbedTheme {
+  const v = (raw ?? "").trim().toLowerCase();
+  if (v === "dark" || v === "dark-blue" || v === "深色" || v === "深蓝") return "dark";
+  return "light";
+}
+
+/** 取 URL query 里的 `theme` 值（embed 主题来源）。 */
+export function readEmbedThemeParam(search: string): string {
+  return (toSearchParams(search).get("theme") ?? "").trim();
+}
+
+/** 读本标签页的嵌入会话；无 → null。 */
+export function readEmbedSession(): EmbedSession | null {
+  try {
+    const raw = sessionStorage.getItem(EMBED_SESSION_KEY);
+    if (!raw) return null;
+    const p = JSON.parse(raw) as Partial<EmbedSession>;
+    return {
+      embed: p.embed === true,
+      theme: p.theme === "dark" ? "dark" : "light",
+      hideJump: p.hideJump === true,
+      isolate: p.isolate === true,
+    };
+  } catch {
+    return null;
+  }
+}
+
+/** 写会话；无任何开关置位时直接清除（保持 sessionStorage 干净）。隐私模式/quota 异常静默失败。 */
+function writeEmbedSession(next: EmbedSession): void {
+  try {
+    if (!next.embed && !next.hideJump && !next.isolate) {
+      sessionStorage.removeItem(EMBED_SESSION_KEY);
+      return;
+    }
+    sessionStorage.setItem(EMBED_SESSION_KEY, JSON.stringify(next));
+  } catch {
+    /* noop */
+  }
+}
+
+/** 本标签页是否处于嵌入模式（驱动去全局 chrome + 强制主题）。 */
+export function isEmbedActive(): boolean {
+  return readEmbedSession()?.embed === true;
+}
+
+/** 本标签页是否要隐藏深链底部「快捷跳转」栏（TaskJumpBar）。 */
+export function isJumpBarHidden(): boolean {
+  return readEmbedSession()?.hideJump === true;
+}
+
+/**
+ * 本标签页是否处于独立会话态：鉴权身份按标签页隔离（走 sessionStorage）。
+ * `embed` 已隐含同样的隔离，故 `authStorage()` 取「embed || isolate」之并；这里只判 `isolate`，
+ * 供需要区分「纯独立会话（带 chrome）」与「嵌入态（去 chrome）」的场合使用。
+ */
+export function isIsolatedSession(): boolean {
+  return readEmbedSession()?.isolate === true;
+}
+
+/**
+ * 按 URL 参数同步 sessionStorage 会话（AppProviders 在每次 search 变化时调用一次）。
+ * **合并语义**：on 置位、off 清位、未带则沿用既有值——这样登录后跳到不带参数的干净路由时，
+ * 之前置位的开关不会被抹掉。
+ */
+export function syncEmbedSessionFromSearch(search: string): void {
+  const cur =
+    readEmbedSession() ??
+    { embed: false, theme: "light" as EmbedTheme, hideJump: false, isolate: false };
+  const next: EmbedSession = { ...cur };
+
+  const embedParam = readEmbedParam(search);
+  if (embedParam === "on") {
+    next.embed = true;
+    next.theme = resolveEmbedThemeMode(readEmbedThemeParam(search));
+  } else if (embedParam === "off") {
+    next.embed = false;
+  }
+
+  const hideJumpParam = readHideJumpParam(search);
+  if (hideJumpParam === "on") next.hideJump = true;
+  else if (hideJumpParam === "off") next.hideJump = false;
+
+  const isolateParam = readIsolateParam(search);
+  if (isolateParam === "on") next.isolate = true;
+  else if (isolateParam === "off") next.isolate = false;
+
+  writeEmbedSession(next);
+}
+
+/**
+ * 从当前 HashRouter URL（`#/path?a=b`）取出 query 串。
+ * 供「在 React 渲染之前」同步启用嵌入会话（main.tsx）——必须早于任何鉴权写入，
+ * 否则首帧 LoginPage 的 effect 可能抢在 AppProviders 同步 effect 之前把登录参数写进 localStorage。
+ */
+function currentHashSearch(): string {
+  if (typeof window === "undefined") return "";
+  const hash = window.location.hash || "";
+  const i = hash.indexOf("?");
+  return i >= 0 ? hash.slice(i) : "";
+}
+
+/** main.tsx 在渲染前同步调用一次：据当前 URL 启用/关闭本标签页嵌入会话。 */
+export function syncEmbedSessionFromCurrentUrl(): void {
+  syncEmbedSessionFromSearch(currentHashSearch());
+}
+
+/**
+ * 解析「应当强制的嵌入主题」供 `AppProviders` 的 `forcedTheme` 用：
+ *   - URL 显式 `embed=1` → 用 URL `theme`（首帧即生效，登录页转场不闪烁）；
+ *   - URL 显式 `embed=0` → 不强制（undefined）；
+ *   - URL 未带 → 回退本标签页嵌入会话主题（仅 embed 置位时）。
+ * 非嵌入标签页恒返回 undefined → 完全不影响正常系统页的主题。
+ */
+export function resolveForcedEmbedTheme(search: string): EmbedTheme | undefined {
+  const param = readEmbedParam(search);
+  if (param === "on") return resolveEmbedThemeMode(readEmbedThemeParam(search));
+  if (param === "off") return undefined;
+  const session = readEmbedSession();
+  return session?.embed ? session.theme : undefined;
+}
+
+/**
+ * 运行时直接置位/清除本标签页的独立会话标志（供「外观」设置里的开关用，区别于 URL 参数驱动）。
+ * 仅切换标志；登录态的「localStorage 快照搬进 sessionStorage」由 [[scoped-storage]]
+ * `migrateAuthToSession()` 负责，调用顺序见 appearance 设置页。
+ */
+export function setIsolatedSession(on: boolean): void {
+  const cur =
+    readEmbedSession() ??
+    { embed: false, theme: "light" as EmbedTheme, hideJump: false, isolate: false };
+  writeEmbedSession({ ...cur, isolate: on });
+}

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

@@ -4,8 +4,11 @@ import { getBackendBaseURL } from "@/core/config";
 import type {
   BatchIngestPayload,
   BatchIngestResult,
+  ExtractTemplateScope,
   GraphExportResult,
   IngestThreadPayload,
+  KnowledgeExtractTemplate,
+  KnowledgeFolder,
   KnowledgeListParams,
   KnowledgeListResponse,
   KnowledgeNote,
@@ -35,6 +38,7 @@ export async function listKnowledgeNotes(params: KnowledgeListParams = {}) {
   if (params.entity) qs.set("entity", params.entity);
   if (params.source_type) qs.set("source_type", params.source_type);
   if (params.status) qs.set("status", params.status);
+  if (params.folder !== undefined) qs.set("folder", params.folder);
   qs.set("limit", String(params.limit ?? 20));
   qs.set("offset", String(params.offset ?? 0));
   return parseResponse<KnowledgeListResponse>(
@@ -54,6 +58,7 @@ export async function createKnowledgeNote(data: {
   summary?: string | null;
   tags?: string[];
   status?: string;
+  folder?: string | null;
 }) {
   const res = await parseResponse<{ note: KnowledgeNote }>(
     await apiFetch(`${baseUrl()}/notes`, {
@@ -73,6 +78,7 @@ export async function updateKnowledgeNote(
     summary: string | null;
     tags: string[];
     status: string;
+    folder: string | null;
   }>,
 ) {
   return parseResponse<KnowledgeNote>(
@@ -138,7 +144,14 @@ export interface IngestFileResult {
 /** Import a file (md/txt/pdf/word/ppt/excel) into the KB as wiki note(s). */
 export async function ingestKnowledgeFile(
   file: File,
-  opts: { title?: string; tags?: string; status?: string; model_name?: string | null } = {},
+  opts: {
+    title?: string;
+    tags?: string;
+    status?: string;
+    model_name?: string | null;
+    template_id?: string | null;
+    folder?: string | null;
+  } = {},
 ) {
   const form = new FormData();
   form.append("file", file);
@@ -146,6 +159,8 @@ export async function ingestKnowledgeFile(
   if (opts.tags) form.append("tags", opts.tags);
   if (opts.status) form.append("status", opts.status);
   if (opts.model_name) form.append("model_name", opts.model_name);
+  if (opts.template_id) form.append("template_id", opts.template_id);
+  if (opts.folder) form.append("folder", opts.folder);
   // No Content-Type header — the browser sets the multipart boundary itself.
   return parseResponse<IngestFileResult>(
     await apiFetch(`${baseUrl()}/ingest/file`, { method: "POST", body: form }),
@@ -284,3 +299,98 @@ export async function removeGraphBlacklist(entryId: string) {
     }),
   );
 }
+
+// --- folders (user-managed directories) ---
+
+export async function listKnowledgeFolders() {
+  const res = await parseResponse<{ items: KnowledgeFolder[] }>(
+    await apiFetch(`${baseUrl()}/folders`),
+  );
+  return res.items;
+}
+
+export async function createKnowledgeFolder(path: string) {
+  const res = await parseResponse<{ folder: KnowledgeFolder }>(
+    await apiFetch(`${baseUrl()}/folders`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ path }),
+    }),
+  );
+  return res.folder;
+}
+
+export async function renameKnowledgeFolder(folderId: string, path: string) {
+  const res = await parseResponse<{ folder: KnowledgeFolder }>(
+    await apiFetch(`${baseUrl()}/folders/${encodeURIComponent(folderId)}`, {
+      method: "PUT",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ path }),
+    }),
+  );
+  return res.folder;
+}
+
+export async function deleteKnowledgeFolder(folderId: string, reassignTo?: string) {
+  const qs = reassignTo ? `?reassign_to=${encodeURIComponent(reassignTo)}` : "";
+  return parseResponse<{ ok: boolean }>(
+    await apiFetch(`${baseUrl()}/folders/${encodeURIComponent(folderId)}${qs}`, {
+      method: "DELETE",
+    }),
+  );
+}
+
+// --- extraction prompt templates ---
+
+export async function listExtractTemplates(scope?: ExtractTemplateScope, enabledOnly = false) {
+  const qs = new URLSearchParams();
+  if (scope) qs.set("scope", scope);
+  if (enabledOnly) qs.set("enabled_only", "true");
+  const q = qs.toString();
+  const res = await parseResponse<{ items: KnowledgeExtractTemplate[] }>(
+    await apiFetch(`${baseUrl()}/extract-templates${q ? `?${q}` : ""}`),
+  );
+  return res.items;
+}
+
+export type ExtractTemplateInput = {
+  name: string;
+  system_prompt: string;
+  scope?: ExtractTemplateScope;
+  description?: string | null;
+  is_default?: boolean;
+  enabled?: boolean;
+};
+
+export async function createExtractTemplate(data: ExtractTemplateInput) {
+  const res = await parseResponse<{ template: KnowledgeExtractTemplate }>(
+    await apiFetch(`${baseUrl()}/extract-templates`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify(data),
+    }),
+  );
+  return res.template;
+}
+
+export async function updateExtractTemplate(
+  templateId: string,
+  data: Partial<ExtractTemplateInput>,
+) {
+  const res = await parseResponse<{ template: KnowledgeExtractTemplate }>(
+    await apiFetch(`${baseUrl()}/extract-templates/${encodeURIComponent(templateId)}`, {
+      method: "PUT",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify(data),
+    }),
+  );
+  return res.template;
+}
+
+export async function deleteExtractTemplate(templateId: string) {
+  return parseResponse<{ ok: boolean }>(
+    await apiFetch(`${baseUrl()}/extract-templates/${encodeURIComponent(templateId)}`, {
+      method: "DELETE",
+    }),
+  );
+}

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

@@ -7,7 +7,11 @@ import {
 
 import {
   addGraphBlacklist,
+  createExtractTemplate,
+  createKnowledgeFolder,
   createKnowledgeNote,
+  deleteExtractTemplate,
+  deleteKnowledgeFolder,
   deleteKnowledgeNote,
   exportKnowledgeGraph,
   fetchVaultPage,
@@ -18,14 +22,18 @@ import {
   ingestThread,
   ingestThreadsBatch,
   listDuplicates,
+  listExtractTemplates,
+  listKnowledgeFolders,
   listKnowledgeNotes,
   mergeKnowledgeNotes,
   removeGraphBlacklist,
+  renameKnowledgeFolder,
   resolveNoteWikilinks,
   searchKnowledge,
+  updateExtractTemplate,
   updateKnowledgeNote,
 } from "./api";
-import type { KnowledgeListParams } from "./types";
+import type { ExtractTemplateScope, KnowledgeListParams } from "./types";
 
 const ROOT_KEY = ["knowledge"] as const;
 
@@ -172,3 +180,62 @@ export function useKnowledgeDuplicates(enabled: boolean) {
     refetchOnWindowFocus: false,
   });
 }
+
+// --- folders (user-managed directories) ---
+
+export function useKnowledgeFolders() {
+  return useQuery({
+    queryKey: [...ROOT_KEY, "folders"],
+    queryFn: listKnowledgeFolders,
+    refetchOnWindowFocus: false,
+  });
+}
+
+export function useFolderActions() {
+  const queryClient = useQueryClient();
+  // Folder changes can move notes around → invalidate the whole KB tree.
+  const invalidate = () => queryClient.invalidateQueries({ queryKey: ROOT_KEY });
+  return {
+    create: useMutation({ mutationFn: createKnowledgeFolder, onSuccess: invalidate }),
+    rename: useMutation({
+      mutationFn: ({ folderId, path }: { folderId: string; path: string }) =>
+        renameKnowledgeFolder(folderId, path),
+      onSuccess: invalidate,
+    }),
+    remove: useMutation({
+      mutationFn: ({ folderId, reassignTo }: { folderId: string; reassignTo?: string }) =>
+        deleteKnowledgeFolder(folderId, reassignTo),
+      onSuccess: invalidate,
+    }),
+  };
+}
+
+// --- extraction prompt templates ---
+
+export function useExtractTemplates(scope?: ExtractTemplateScope, enabledOnly = false) {
+  return useQuery({
+    queryKey: [...ROOT_KEY, "extract-templates", scope ?? "all", enabledOnly],
+    queryFn: () => listExtractTemplates(scope, enabledOnly),
+    refetchOnWindowFocus: false,
+  });
+}
+
+export function useExtractTemplateActions() {
+  const queryClient = useQueryClient();
+  const invalidate = () =>
+    queryClient.invalidateQueries({ queryKey: [...ROOT_KEY, "extract-templates"] });
+  return {
+    create: useMutation({ mutationFn: createExtractTemplate, onSuccess: invalidate }),
+    update: useMutation({
+      mutationFn: ({
+        templateId,
+        data,
+      }: {
+        templateId: string;
+        data: Parameters<typeof updateExtractTemplate>[1];
+      }) => updateExtractTemplate(templateId, data),
+      onSuccess: invalidate,
+    }),
+    remove: useMutation({ mutationFn: deleteExtractTemplate, onSuccess: invalidate }),
+  };
+}

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

@@ -31,6 +31,8 @@ export interface KnowledgeNote {
   summary?: string | null;
   content_md: string;
   vault_path?: string | null;
+  /** User-assigned directory (slash-joined path); null/undefined = unfiled. */
+  folder?: string | null;
   source_type: string;
   source_id?: string | null;
   status: KnowledgeStatus;
@@ -58,10 +60,37 @@ export interface KnowledgeListParams {
   entity?: string;
   source_type?: string;
   status?: string;
+  /** Filter to a directory (and its sub-folders); "" = unfiled only. */
+  folder?: string;
   limit?: number;
   offset?: number;
 }
 
+/** A user-managed knowledge directory. */
+export interface KnowledgeFolder {
+  id: string;
+  path: string;
+  name: string;
+  sort_order?: number;
+}
+
+export type ExtractTemplateScope = "thread" | "document" | "both";
+
+/** An editable knowledge-extraction prompt template. */
+export interface KnowledgeExtractTemplate {
+  id: string;
+  name: string;
+  description?: string | null;
+  scope: ExtractTemplateScope;
+  system_prompt: string;
+  is_default: boolean;
+  enabled: boolean;
+  created_by?: string | null;
+  updated_by?: string | null;
+  created_at?: string | null;
+  updated_at?: string | null;
+}
+
 export type WikilinkKind = "note" | "vault" | "missing";
 
 export interface WikilinkResolution {
@@ -105,6 +134,10 @@ export interface IngestThreadPayload {
   background?: boolean;
   /** Optional model override for knowledge extraction (null = configured default). */
   model_name?: string | null;
+  /** Optional extraction-prompt template id (null = scope default). */
+  template_id?: string | null;
+  /** Optional directory to file the result under (slash-joined path). */
+  folder?: string | null;
 }
 
 export interface BatchIngestPayload {
@@ -114,12 +147,25 @@ export interface BatchIngestPayload {
   include_sources?: boolean;
   skip_existing?: boolean;
   mode?: "summary" | "full";
+  /**
+   * When true (default), the backend runs the per-thread extraction loop in a
+   * background task and returns immediately (`queued:true`) instead of blocking
+   * the request until every thread is processed — which otherwise outlives the
+   * nginx gateway timeout and surfaces as a generic "request failed".
+   */
+  background?: boolean;
   /** Optional model override for knowledge extraction (null = configured default). */
   model_name?: string | null;
+  /** Optional extraction-prompt template id (null = scope default). */
+  template_id?: string | null;
+  /** Optional directory to file results under (slash-joined path). */
+  folder?: string | null;
 }
 
 export interface BatchIngestResult {
   ok: boolean;
+  /** True when the backend queued the batch as a background task (see payload). */
+  queued?: boolean;
   processed: number;
   created: number;
   skipped: number;

frontend-web/src/core/page-layout/menu-overrides.test.ts

@@ -0,0 +1,119 @@
+import assert from "node:assert/strict";
+import test from "node:test";
+
+import {
+  applyMenuOverrides,
+  buildTreeFromMerged,
+  diffOverrides,
+  flattenMenu,
+  isDescendant,
+  mergeFlatNodes,
+  wouldExceedDepth,
+  type MenuOverride,
+} from "./menu-overrides";
+import type { MenuItem } from "./sidebar-menu";
+
+// 极简图标占位（合并逻辑不关心图标本身）。
+const I = (() => null) as unknown as MenuItem["icon"];
+
+function sampleTree(): MenuItem[] {
+  return [
+    {
+      id: "a",
+      label: "A",
+      icon: I,
+      children: [
+        { id: "a1", label: "A1", icon: I, path: "/a1" },
+        {
+          id: "a2",
+          label: "A2",
+          icon: I,
+          children: [{ id: "a2x", label: "A2X", icon: I, path: "/a2x" }],
+        },
+      ],
+    },
+    { id: "b", label: "B", icon: I, path: "/b" },
+  ];
+}
+
+const ids = (items: MenuItem[]): string[] =>
+  items.flatMap((i) => [i.id, ...(i.children ? ids(i.children) : [])]);
+
+test("无覆盖时原样返回", () => {
+  const tree = sampleTree();
+  assert.equal(applyMenuOverrides(tree, []), tree);
+});
+
+test("改名只改 label，不动结构", () => {
+  const out = applyMenuOverrides(sampleTree(), [
+    { nodeId: "a1", parentId: "a", sortOrder: 0, label: "改名了", disabled: false },
+  ]);
+  const a = out.find((n) => n.id === "a")!;
+  assert.equal(a.children![0].label, "改名了");
+  assert.deepEqual(ids(out), ["a", "a1", "a2", "a2x", "b"]);
+});
+
+test("停用一级菜单隐藏其整棵子树", () => {
+  const out = applyMenuOverrides(sampleTree(), [
+    { nodeId: "a", parentId: null, sortOrder: 0, label: null, disabled: true },
+  ]);
+  assert.deepEqual(ids(out), ["b"]); // a / a1 / a2 / a2x 全部隐藏
+});
+
+test("管理页 includeDisabled=true 保留停用节点", () => {
+  const merged = mergeFlatNodes(flattenMenu(sampleTree()), [
+    { nodeId: "a2", parentId: "a", sortOrder: 1, label: null, disabled: true },
+  ]);
+  const all = buildTreeFromMerged(merged, true);
+  assert.ok(ids(all).includes("a2"));
+  const sidebar = buildTreeFromMerged(merged, false);
+  assert.ok(!ids(sidebar).includes("a2"));
+  assert.ok(!ids(sidebar).includes("a2x")); // 子树同隐藏
+});
+
+test("改父级把子树一起搬走", () => {
+  // 把 a2（带子 a2x）移到一级 B 之后 → a2 成为一级。
+  const out = applyMenuOverrides(sampleTree(), [
+    { nodeId: "a2", parentId: null, sortOrder: 5, label: null, disabled: false },
+  ]);
+  const top = out.map((n) => n.id);
+  assert.ok(top.includes("a2"));
+  const a2 = out.find((n) => n.id === "a2")!;
+  assert.deepEqual(a2.children!.map((c) => c.id), ["a2x"]); // 子树跟随
+});
+
+test("wouldExceedDepth 阻止四级", () => {
+  const merged = mergeFlatNodes(flattenMenu(sampleTree()), []);
+  // a2x 是三级；把 a（高度3）移到 a2x 下 → 6 级，必拒。
+  assert.equal(wouldExceedDepth("a", "a2x", merged), true);
+  // a1（叶子，高度1）移到 a2 下 → a2 是二级，结果三级，允许。
+  assert.equal(wouldExceedDepth("a1", "a2", merged), false);
+});
+
+test("isDescendant 识别子树", () => {
+  const merged = mergeFlatNodes(flattenMenu(sampleTree()), []);
+  assert.equal(isDescendant("a", "a2x", merged), true);
+  assert.equal(isDescendant("a", "b", merged), false);
+});
+
+test("diffOverrides 只输出有变化的节点", () => {
+  const merged = mergeFlatNodes(flattenMenu(sampleTree()), []);
+  // 原样 → 无 diff
+  assert.deepEqual(diffOverrides(merged), []);
+  // 改一个 label
+  const renamed = merged.map((n) => (n.id === "b" ? { ...n, label: "B改" } : n));
+  const diff = diffOverrides(renamed);
+  assert.equal(diff.length, 1);
+  assert.equal(diff[0]!.nodeId, "b");
+  assert.equal(diff[0]!.label, "B改");
+});
+
+test("套覆盖再 diff 可往返", () => {
+  const overrides: MenuOverride[] = [
+    { nodeId: "a1", parentId: "a", sortOrder: 0, label: "X", disabled: false },
+  ];
+  const merged = mergeFlatNodes(flattenMenu(sampleTree()), overrides);
+  const diff = diffOverrides(merged);
+  assert.equal(diff.length, 1);
+  assert.equal(diff[0]!.label, "X");
+});

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

@@ -0,0 +1,263 @@
+/**
+ * 菜单覆盖层（overlay）合并逻辑。
+ *
+ * 静态菜单（sidebar-menu.ts）+ 注入的 iframe 轻应用 = 合并树，是结构/图标/路由的
+ * 唯一来源；后端只按节点 id 存「覆盖项」（改名 label / 停用 disabled / 排序
+ * sortOrder / 改父级 parentId）。渲染时把覆盖项套到合并树上重建。
+ *
+ * 图标与路由永不入库 —— 覆盖只动 label/可见性/位置/层级，所以新增的代码菜单、
+ * 新注册的 iframe 应用都会自动出现，且立即可被配置。
+ *
+ * 严格 3 级：一级 → 二级 → 三级，移动导致超过 3 级的非法布局会被
+ * `wouldExceedDepth` 拦截（后端 `_validate_depth` 二次校验）。
+ */
+import type { MenuItem } from "./sidebar-menu";
+
+export const MAX_MENU_DEPTH = 3;
+export const ROOT_PARENT_ID = "__root__";
+
+/** 单个节点的覆盖项（与后端 MenuOverride 对应；camelCase 边界）。 */
+export interface MenuOverride {
+  nodeId: string;
+  /** 生效的父节点 id；null = 一级菜单。 */
+  parentId: string | null;
+  sortOrder: number;
+  /** 改名；null/undefined 保留代码定义的 label。 */
+  label?: string | null;
+  disabled: boolean;
+}
+
+/** 拍平后的节点：保留原始定义 + 代码默认的父级/次序。 */
+export interface FlatMenuNode {
+  id: string;
+  /** 代码默认 label（未改名时显示）。 */
+  defaultLabel: string;
+  defaultParentId: string | null;
+  defaultIndex: number;
+  /** 原始静态节点（含 icon/path/adminOnly/userPath，重建时复用）。 */
+  source: MenuItem;
+  /** 是否为注入的 iframe 轻应用节点（light-app-<appId>）。 */
+  isLightApp: boolean;
+}
+
+/** 把合并树拍平成有序节点列表，记录每个节点的代码默认父级与同级次序。 */
+export function flattenMenu(items: MenuItem[]): FlatMenuNode[] {
+  const out: FlatMenuNode[] = [];
+  const walk = (nodes: MenuItem[], parentId: string | null) => {
+    nodes.forEach((node, index) => {
+      out.push({
+        id: node.id,
+        defaultLabel: node.label,
+        defaultParentId: parentId,
+        defaultIndex: index,
+        source: node,
+        isLightApp: node.id.startsWith("light-app-"),
+      });
+      if (node.children?.length) {
+        walk(node.children, node.id);
+      }
+    });
+  };
+  walk(items, null);
+  return out;
+}
+
+/**
+ * 合并视图节点：拍平节点 + 生效后的 label / parentId / order / disabled。
+ * 菜单管理页直接编辑这份结构（含停用项，用于灰显展示）。
+ */
+export interface MergedMenuNode extends FlatMenuNode {
+  label: string;
+  parentId: string | null;
+  order: number;
+  disabled: boolean;
+  /** 该节点是否带显式覆盖项（用于「重置该项」判断）。 */
+  hasOverride: boolean;
+}
+
+/** 把覆盖项套到拍平节点上，得到生效后的合并节点（不重建树）。 */
+export function mergeFlatNodes(
+  flat: FlatMenuNode[],
+  overrides: MenuOverride[],
+): MergedMenuNode[] {
+  const byId = new Map(overrides.map((o) => [o.nodeId, o]));
+  return flat.map((node) => {
+    const ov = byId.get(node.id);
+    return {
+      ...node,
+      label: ov?.label != null && ov.label !== "" ? ov.label : node.defaultLabel,
+      parentId: ov ? ov.parentId : node.defaultParentId,
+      order: ov ? ov.sortOrder : node.defaultIndex,
+      disabled: ov?.disabled ?? false,
+      hasOverride: ov != null,
+    };
+  });
+}
+
+/**
+ * 把合并节点重建成菜单树。
+ * @param includeDisabled 渲染侧边栏时为 false（连同停用节点的整棵子树一并隐藏）；
+ *   管理页为 true（全部展示，停用项灰显）。
+ */
+export function buildTreeFromMerged(
+  merged: MergedMenuNode[],
+  includeDisabled = false,
+): MenuItem[] {
+  const parentOf = new Map(merged.map((n) => [n.id, n.parentId ?? null]));
+  const disabledIds = new Set(merged.filter((n) => n.disabled).map((n) => n.id));
+
+  // 停用节点本身或任一祖先被停用 → 整棵子树隐藏（渲染侧边栏时）。
+  const isHidden = (id: string): boolean => {
+    let cursor: string | null = id;
+    const seen = new Set<string>();
+    while (cursor) {
+      if (disabledIds.has(cursor)) return true;
+      if (seen.has(cursor)) break;
+      seen.add(cursor);
+      cursor = parentOf.get(cursor) ?? null;
+    }
+    return false;
+  };
+
+  const visible = includeDisabled ? merged : merged.filter((n) => !isHidden(n.id));
+  const visibleIds = new Set(visible.map((n) => n.id));
+
+  const childrenOf = new Map<string | null, MergedMenuNode[]>();
+  for (const node of visible) {
+    // parentId 指向不存在/已隐藏的节点 → 回落到一级（数据安全网，正常数据不会触发）。
+    const key = node.parentId != null && visibleIds.has(node.parentId) ? node.parentId : null;
+    const list = childrenOf.get(key) ?? [];
+    list.push(node);
+    childrenOf.set(key, list);
+  }
+
+  const assemble = (parentId: string | null): MenuItem[] => {
+    const list = (childrenOf.get(parentId) ?? [])
+      .slice()
+      .sort((a, b) => a.order - b.order || a.id.localeCompare(b.id));
+    return list.map((node) => {
+      const children = assemble(node.id);
+      const base: MenuItem = { ...node.source, label: node.label };
+      if (children.length) {
+        base.children = children;
+      } else if (base.children) {
+        // 原本有 children 但全被过滤/移走：保留空数组以维持「分组」语义。
+        base.children = [];
+      }
+      return base;
+    });
+  };
+
+  return assemble(null);
+}
+
+/** 应用覆盖层并返回供侧边栏渲染的菜单树（停用项已剔除）。 */
+export function applyMenuOverrides(items: MenuItem[], overrides: MenuOverride[]): MenuItem[] {
+  if (!overrides.length) return items;
+  const merged = mergeFlatNodes(flattenMenu(items), overrides);
+  return buildTreeFromMerged(merged, false);
+}
+
+// ── 管理页编辑辅助 ──────────────────────────────────────────────────────
+
+/** 计算某节点在「父级映射」下的深度（1=一级）。检测到环时返回 Infinity。 */
+export function depthOf(nodeId: string, parentOf: Map<string, string | null>): number {
+  let depth = 1;
+  const seen = new Set<string>([nodeId]);
+  let cursor = parentOf.get(nodeId) ?? null;
+  while (cursor) {
+    depth += 1;
+    if (seen.has(cursor)) return Infinity;
+    seen.add(cursor);
+    cursor = parentOf.get(cursor) ?? null;
+  }
+  return depth;
+}
+
+/** 某节点子树的最大相对高度（叶子=1）。用于判断移动后是否超 3 级。 */
+export function subtreeHeight(nodeId: string, childrenMap: Map<string | null, string[]>): number {
+  const kids = childrenMap.get(nodeId) ?? [];
+  if (!kids.length) return 1;
+  return 1 + Math.max(...kids.map((k) => subtreeHeight(k, childrenMap)));
+}
+
+/**
+ * 把 `nodeId` 移到 `targetParentId`（null=一级）后，是否会超过 3 级。
+ * = 目标父级深度 + 被移动子树的高度 > MAX_MENU_DEPTH。
+ */
+export function wouldExceedDepth(
+  nodeId: string,
+  targetParentId: string | null,
+  merged: MergedMenuNode[],
+): boolean {
+  const parentOf = new Map(merged.map((n) => [n.id, n.parentId]));
+  const childrenMap = new Map<string | null, string[]>();
+  for (const n of merged) {
+    const key = n.parentId ?? null;
+    const list = childrenMap.get(key) ?? [];
+    list.push(n.id);
+    childrenMap.set(key, list);
+  }
+  const parentDepth = targetParentId == null ? 0 : depthOf(targetParentId, parentOf);
+  if (parentDepth === Infinity) return true;
+  const height = subtreeHeight(nodeId, childrenMap);
+  return parentDepth + height > MAX_MENU_DEPTH;
+}
+
+/** 目标父级是否落在被移动节点自身的子树内（禁止把节点移进自己的后代）。 */
+export function isDescendant(
+  nodeId: string,
+  candidateParentId: string | null,
+  merged: MergedMenuNode[],
+): boolean {
+  if (candidateParentId == null) return false;
+  const parentOf = new Map(merged.map((n) => [n.id, n.parentId]));
+  let cursor: string | null = candidateParentId;
+  const seen = new Set<string>();
+  while (cursor) {
+    if (cursor === nodeId) return true;
+    if (seen.has(cursor)) break;
+    seen.add(cursor);
+    cursor = parentOf.get(cursor) ?? null;
+  }
+  return false;
+}
+
+/**
+ * 把当前合并节点与代码默认值求差，得到需要持久化的最小覆盖集。
+ * 只有「改名 / 停用 / 父级变化 / 同级次序变化」的节点才入库。
+ */
+export function diffOverrides(merged: MergedMenuNode[]): MenuOverride[] {
+  // 同级内按 order 排序后重排为紧凑索引，便于和 defaultIndex 比较。
+  const siblings = new Map<string | null, MergedMenuNode[]>();
+  for (const n of merged) {
+    const key = n.parentId ?? null;
+    const list = siblings.get(key) ?? [];
+    list.push(n);
+    siblings.set(key, list);
+  }
+  const compactIndex = new Map<string, number>();
+  for (const list of siblings.values()) {
+    list
+      .slice()
+      .sort((a, b) => a.order - b.order || a.id.localeCompare(b.id))
+      .forEach((n, i) => compactIndex.set(n.id, i));
+  }
+
+  const out: MenuOverride[] = [];
+  for (const n of merged) {
+    const idx = compactIndex.get(n.id) ?? n.order;
+    const renamed = n.label !== n.defaultLabel;
+    const reparented = (n.parentId ?? null) !== (n.defaultParentId ?? null);
+    const reordered = idx !== n.defaultIndex;
+    if (!renamed && !reparented && !n.disabled && !reordered) continue;
+    out.push({
+      nodeId: n.id,
+      parentId: n.parentId ?? null,
+      sortOrder: idx,
+      label: renamed ? n.label : null,
+      disabled: n.disabled,
+    });
+  }
+  return out;
+}

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

@@ -1,345 +1,372 @@
-/**
- * 全局侧边栏菜单数据与权限过滤逻辑。
- *
- * 浅色 ``PageSidebar`` 和深色 ``PageSidebarDark`` 共用这份数据 —— 菜单结构与
- * adminOnly 权限策略对两种皮肤完全一致；UI 渲染（icon 显示/折叠样式/hover flyout）
- * 在各自组件里实现。
- *
- * 修改菜单只需改这一处，两个 sidebar 自动同步。
- */
-import type { ElementType } from "react";
-import {
-  Activity,
-  BookOpen,
-  Bot,
-  Brain,
-  CalendarClock,
-  CircleHelp,
-  ClipboardList,
-  Database,
-  FileBox,
-  FileText,
-  Gauge,
-  Grid3X3,
-  HelpCircle,
-  History,
-  Layers,
-  Layout,
-  Library,
-  List,
-  ListChecks,
-  ListTodo,
-  Network,
-  Radar,
-  Settings,
-  Sparkles,
-  Target,
-  Trophy,
-  Users,
-} from "lucide-react";
-
-export type MenuItem = {
-  id: string;
-  label: string;
-  icon: ElementType;
-  path?: string;
-  /** 非 admin 用户使用的路由（菜单对普通用户可见时生效，与简洁模式公开排行榜一致） */
-  userPath?: string;
-  adminOnly?: boolean;
-  children?: MenuItem[];
-};
-
-export const sidebarMenuItems: MenuItem[] = [
-  {
-    id: "qa-center",
-    label: "问答中心",
-    icon: HelpCircle,
-    children: [
-      { id: "general-qa", label: "通用问答", icon: CircleHelp, path: "/page/workspace/chats/new" },
-      {
-        id: "multi-agent-roundtable",
-        label: "多智能体会商",
-        icon: Users,
-        path: "/page/strategy/qa/multi-agent-roundtable",
-      },
-      // { id: "expert-qa", label: "专家问答", icon: Brain, path: "/page/strategy/qa/expert-qa" },
-      {
-        id: "qa-zzjc",
-        label: "zzJC支持",
-        icon: Bot,
-        path: "/page/strategy/agents/6bf/chats/new",
-      },
-      { id: "qa-zzxd", label: "zzXD应用", icon: Layout, path: "/page/strategy/agents/10d69686718349688e58a8790cb61024/chats/new", },
-      { id: "qa-research", label: "课题研究", icon: FileText, path: "/page/canvas/ai-writing" },
-    ],
-  },
-  {
-    id: "task-management",
-    label: "任务管理",
-    icon: Target,
-    children: [
-      {
-        id: "xk-center-task",
-        label: "XK中任务",
-        icon: ClipboardList,
-        children: [
-          // {
-          //   id: "xk-task-jc",
-          //   label: "任务JC",
-          //   icon: ListTodo,
-          //   path: "/page/strategy/task-management/xk-task-jc",
-          // },
-          // {
-          //   id: "xk-task-dispatch",
-          //   label: "任务调度",
-          //   icon: ListTodo,
-          //   path: "/page/strategy/task-management/xk-task-dispatch",
-          // },
-        ],
-      },
-      {
-        id: "coh-center-task",
-        label: "COH中任务",
-        icon: Activity,
-        children: [
-          {
-            id: "coh-task-3qfx",
-            label: "3QFX",
-            icon: ListTodo,
-            path: "/page/strategy/task-management/plan-task-sentiment",
-          },
-          {
-            id: "coh-task-fx",
-            label: "任务FX",
-            icon: ListTodo,
-            path: "/page/strategy/task-management/plan-task/plan-task-fx",
-          },
-          {
-            id: "coh-task-xdfx",
-            label: "XDFX",
-            icon: ListTodo,
-            path: "/page/strategy/task-management/plan-task/plan-task-action",
-          },
-        ],
-      },
-      {
-        id: "pg-center-task",
-        label: "PG中任务",
-        icon: Gauge,
-        children: [
-          // {
-          //   id: "pg-task-pg",
-          //   label: "任务PG",
-          //   icon: ListTodo,
-          //   path: "/page/strategy/task-management/effect-task-pg",
-          // },
-          // {
-          //   id: "pg-task-xdpg",
-          //   label: "XDPG",
-          //   icon: ListTodo,
-          //   path: "/page/strategy/task-management/effect-action-pg",
-          // },
-          // {
-          //   id: "pg-task-info-pg",
-          //   label: "信息PG",
-          //   icon: ListTodo,
-          //   path: "/page/strategy/task-management/effect-info-pg",
-          // },
-        ],
-      },
-      {
-        id: "ty-center-task",
-        label: "TY中任务",
-        icon: Radar,
-        children: [
-          // {
-          //   id: "ty-task-xdty",
-          //   label: "XDTY任务",
-          //   icon: ListTodo,
-          //   path: "/page/strategy/task-management/mnty-task-mechanism",
-          // },
-          // {
-          //   id: "ty-task-plan",
-          //   label: "方案TY任务",
-          //   icon: ListTodo,
-          //   path: "/page/strategy/task-management/mnty-task-plan",
-          // },
-          // {
-          //   id: "ty-task-xxty",
-          //   label: "XXTY任务",
-          //   icon: ListTodo,
-          //   path: "/page/strategy/task-management/mnty-task-zsty",
-          // },
-        ],
-      },
-    ],
-  },
-  {
-    id: "light-app-center",
-    label: "应用中心",
-    icon: Grid3X3,
-    children: [
-      {
-        id: "light-app-management",
-        label: "应用管理",
-        icon: Layout,
-        path: "/page/strategy/light-app/management",
-        adminOnly: true,
-      },
-      {
-        id: "light-app-apps",
-        label: "应用列表",
-        icon: List,
-        path: "/page/strategy/light-app/apps",
-      },
-    ],
-  },
-  {
-    id: "comprehensive-management",
-    label: "综合管理",
-    icon: Settings,
-    children: [
-      {
-        id: "mgmt-user-leaderboard",
-        label: "用户排行榜",
-        icon: Trophy,
-        path: "/page/strategy/admin/user-leaderboard",
-        userPath: "/page/strategy/user-leaderboard",
-      },
-      { id: "mgmt-agents", label: "智能体管理", icon: Bot, path: "/page/strategy/agents" },
-      {
-        id: "mgmt-business-chain-mapping",
-        label: "配置管理",
-        icon: Network,
-        path: "/page/strategy/business-chain-mapping",
-      },
-      {
-        id: "mgmt-business-chains",
-        label: "业务链条配置",
-        icon: Layers,
-        path: "/page/strategy/business-chains",
-      },
-      { id: "mgmt-skills", label: "技能管理", icon: Sparkles, path: "/page/strategy/skills" },
-      { id: "mgmt-memory", label: "记忆管理", icon: Brain, path: "/page/strategy/memory" },
-      {
-        id: "mgmt-tasks",
-        label: "定时任务",
-        icon: ListChecks,
-        path: "/page/strategy/scheduled/tasks",
-      },
-      {
-        id: "mgmt-llm-metrics",
-        label: "大模型调用统计",
-        icon: Gauge,
-        path: "/page/strategy/settings/llm-metrics",
-        adminOnly: true,
-      },
-      {
-        id: "mgmt-users",
-        label: "用户管理",
-        icon: Users,
-        path: "/page/strategy/admin/users",
-        adminOnly: true,
-      },
-      {
-        id: "mgmt-admin-scheduled-tasks",
-        label: "定时任务管理",
-        icon: CalendarClock,
-        path: "/page/strategy/admin/scheduled-tasks",
-        adminOnly: true,
-      },
-      {
-        id: "mgmt-user-activity",
-        label: "用户活动审计",
-        icon: History,
-        path: "/page/strategy/admin/user-activity",
-        adminOnly: true,
-      },
-    ],
-  },
-  {
-    id: "resource-management",
-    label: "资源管理",
-    icon: Database,
-    children: [
-      // {
-      //   id: "resource-network-xwt",
-      //   label: "网络xwt资源管理",
-      //   icon: Network,
-      //   path: "/page/strategy/resource-management/resource-network-actor",
-      // },
-      {
-        id: "resource-knowledge-native",
-        label: "问答梳理",
-        icon: BookOpen,
-        path: "/page/workspace/knowledge",
-      },
-      {
-        id: "resource-knowledge-base",
-        label: "知识库资源管理",
-        icon: Library,
-        path: "/page/strategy/resource-management/resource-knowledge-base",
-      },
-      // {
-      //   id: "resource-evaluation-index",
-      //   label: "作战资源管理",
-      //   icon: FileBox,
-      //   path: "/page/strategy/resource-management/resource-evaluation-index",
-      // },
-    ],
-  },
-];
-
-/** 默认展开的菜单 id 集合（浅色版可折叠交互的初始状态） */
-export const defaultExpandedIds: ReadonlySet<string> = new Set([
-  "qa-center",
-  "light-app-center",
-  "light-app-note-management",
-  "task-management",
-  "xk-center-task",
-  "comprehensive-management",
-]);
-
-/** 该菜单项自身或任意后代的 path 是否匹配当前路由（支持子路径，如 /knowledge/:id） */
-export function menuItemContainsPath(item: MenuItem, pathname: string): boolean {
-  if (item.path && (pathname === item.path || pathname.startsWith(item.path + "/"))) {
-    return true;
-  }
-  return item.children?.some((child) => menuItemContainsPath(child, pathname)) ?? false;
-}
-
-/**
- * 在「一级 → 二级 → 三级」菜单中，取当前路由所在的「激活二级项」的三级子项。
- * 浅色侧边栏据此在二级右侧展开三级列；深色顶栏据此渲染三级横条。
- * 全量模式：三级仅一项时不返回（无选择必要，侧边栏保持窄栏 / 不渲染横条）。
- */
-export function getActiveThirdLevelItems(
-  items: MenuItem[],
-  pathname: string,
-): MenuItem[] {
-  const activeTop =
-    items.find((item) => menuItemContainsPath(item, pathname)) ?? items[0];
-  const secondary = activeTop?.children ?? [];
-  const activeSecond = secondary.find(
-    (item) => (item.children?.length ?? 0) > 0 && menuItemContainsPath(item, pathname),
-  );
-  const third = activeSecond?.children ?? [];
-  return third.length <= 1 ? [] : third;
-}
-
-/** 按 admin 角色过滤菜单：非 admin 不展示 ``adminOnly: true`` 的项；``userPath`` 替换 ``path``。 */
-export function filterMenuItemsByRole(items: MenuItem[], isAdmin: boolean): MenuItem[] {
-  return items
-    .filter((item) => !item.adminOnly || isAdmin)
-    .map((item) => {
-      const children = item.children
-        ? filterMenuItemsByRole(item.children, isAdmin)
-        : undefined;
-      const base = children ? { ...item, children } : item;
-      if (!isAdmin && base.userPath) {
-        const { userPath: _userPath, ...rest } = base;
-        return { ...rest, path: base.userPath };
-      }
-      return base;
-    });
-}
+/**
+ * 全局侧边栏菜单数据与权限过滤逻辑。
+ *
+ * 浅色 ``PageSidebar`` 和深色 ``PageSidebarDark`` 共用这份数据 —— 菜单结构与
+ * adminOnly 权限策略对两种皮肤完全一致；UI 渲染（icon 显示/折叠样式/hover flyout）
+ * 在各自组件里实现。
+ *
+ * 修改菜单只需改这一处，两个 sidebar 自动同步。
+ */
+import type { ElementType } from "react";
+import {
+  Activity,
+  BookOpen,
+  Bot,
+  Brain,
+  Briefcase,
+  CalendarClock,
+  CircleHelp,
+  ClipboardList,
+  Database,
+  FileBox,
+  FileText,
+  Gauge,
+  Grid3X3,
+  HelpCircle,
+  History,
+  Layers,
+  Layout,
+  Library,
+  List,
+  ListChecks,
+  ListTodo,
+  Network,
+  Radar,
+  Settings,
+  Sparkles,
+  Target,
+  Trophy,
+  Users,
+} from "lucide-react";
+
+export type MenuItem = {
+  id: string;
+  label: string;
+  icon: ElementType;
+  path?: string;
+  /** 额外视为「当前页属于本菜单项」的路由（不在侧栏展示，仅用于高亮）。 */
+  aliasPaths?: string[];
+  /** 非 admin 用户使用的路由（菜单对普通用户可见时生效，与简洁模式公开排行榜一致） */
+  userPath?: string;
+  adminOnly?: boolean;
+  children?: MenuItem[];
+};
+
+export const sidebarMenuItems: MenuItem[] = [
+  {
+    id: "qa-center",
+    label: "问答管理",
+    icon: HelpCircle,
+    children: [
+      { id: "general-qa", label: "通用问答", icon: CircleHelp, path: "/page/workspace/chats/new" },
+      {
+        id: "multi-agent-roundtable",
+        label: "多智能体会商",
+        icon: Users,
+        path: "/page/strategy/qa/multi-agent-roundtable",
+      },
+      {
+        id: "dashboard-agent",
+        label: "大屏绘制",
+        icon: Gauge,
+        path: "/page/strategy/dashboard-agent",
+      },
+      // { id: "expert-qa", label: "专家问答", icon: Brain, path: "/page/strategy/qa/expert-qa" },
+      {
+        id: "qa-zzjc",
+        label: "JC支持",
+        icon: Bot,
+        path: "/page/strategy/qa/zzjc",
+      },
+      { id: "qa-zzxd", label: "XD应用", icon: Layout, path: "/page/strategy/qa/zzxd" },
+      { id: "qa-research", label: "课题研究", icon: FileText, path: "/page/canvas/ai-writing" },
+    ],
+  },
+  {
+    id: "task-management",
+    label: "任务管理",
+    icon: Target,
+    children: [
+      {
+        id: "xk-center-task",
+        label: "XK中任务",
+        icon: ClipboardList,
+        children: [
+          // {
+          //   id: "xk-task-jc",
+          //   label: "任务JC",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/xk-task-jc",
+          // },
+          // {
+          //   id: "xk-task-dispatch",
+          //   label: "任务调度",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/xk-task-dispatch",
+          // },
+        ],
+      },
+      {
+        id: "coh-center-task",
+        label: "COH中任务",
+        icon: Activity,
+        children: [
+          // {
+          //   id: "coh-task-3qfx",
+          //   label: "3QFX",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/plan-task-sentiment",
+          // },
+          // {
+          //   id: "coh-task-fx",
+          //   label: "任务FX",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/plan-task/plan-task-fx",
+          // },
+          // {
+          //   id: "coh-task-xdfx",
+          //   label: "XDFX",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/plan-task/plan-task-action",
+          // },
+        ],
+      },
+      {
+        id: "pg-center-task",
+        label: "PG中任务",
+        icon: Gauge,
+        children: [
+          // {
+          //   id: "pg-task-pg",
+          //   label: "任务PG",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/effect-task-pg",
+          // },
+          // {
+          //   id: "pg-task-xdpg",
+          //   label: "XDPG",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/effect-action-pg",
+          // },
+          // {
+          //   id: "pg-task-info-pg",
+          //   label: "信息PG",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/effect-info-pg",
+          // },
+        ],
+      },
+      {
+        id: "ty-center-task",
+        label: "TY中任务",
+        icon: Radar,
+        children: [
+          // {
+          //   id: "ty-task-xdty",
+          //   label: "XDTY任务",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/mnty-task-mechanism",
+          // },
+          // {
+          //   id: "ty-task-plan",
+          //   label: "方案TY任务",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/mnty-task-plan",
+          // },
+          // {
+          //   id: "ty-task-xxty",
+          //   label: "XXTY任务",
+          //   icon: ListTodo,
+          //   path: "/page/strategy/task-management/mnty-task-zsty",
+          // },
+        ],
+      },
+    ],
+  },
+  {
+    id: "light-app-center",
+    label: "应用中心",
+    icon: Grid3X3,
+    children: [
+      {
+        id: "light-app-management",
+        label: "应用管理",
+        icon: Layout,
+        path: "/page/strategy/light-app/management",
+        adminOnly: true,
+      },
+      {
+        id: "light-app-apps",
+        label: "应用列表",
+        icon: List,
+        path: "/page/strategy/light-app/apps",
+      },
+    ],
+  },
+  {
+    id: "comprehensive-management",
+    label: "综合管理",
+    icon: Settings,
+    children: [
+      {
+        id: "mgmt-user-leaderboard",
+        label: "用户排行榜",
+        icon: Trophy,
+        path: "/page/strategy/admin/user-leaderboard",
+        userPath: "/page/strategy/user-leaderboard",
+      },
+      { id: "mgmt-agents", label: "智能体管理", icon: Bot, path: "/page/strategy/agents" },
+      // {
+      //   id: "mgmt-business-chain-mapping",
+      //   label: "配置管理",
+      //   icon: Network,
+      //   path: "/page/strategy/business-chain-mapping",
+      // },
+      {
+        id: "mgmt-business-chains",
+        label: "业务链条配置",
+        icon: Layers,
+        path: "/page/strategy/business-chains",
+        aliasPaths: ["/page/strategy/business-chain-mapping"],
+      },
+      { id: "mgmt-skills", label: "技能管理", icon: Sparkles, path: "/page/strategy/skills" },
+      { id: "mgmt-memory", label: "记忆管理", icon: Brain, path: "/page/strategy/memory" },
+      {
+        id: "mgmt-tasks",
+        label: "定时任务",
+        icon: ListChecks,
+        path: "/page/strategy/scheduled/tasks",
+      },
+      {
+        id: "mgmt-llm-metrics",
+        label: "大模型调用统计",
+        icon: Gauge,
+        path: "/page/strategy/settings/llm-metrics",
+        adminOnly: true,
+      },
+      {
+        id: "mgmt-users",
+        label: "用户管理",
+        icon: Users,
+        path: "/page/strategy/admin/users",
+        adminOnly: true,
+      },
+      {
+        id: "mgmt-positions",
+        label: "岗位管理",
+        icon: Briefcase,
+        path: "/page/strategy/admin/positions",
+        adminOnly: true,
+      },
+      {
+        id: "mgmt-admin-scheduled-tasks",
+        label: "定时任务管理",
+        icon: CalendarClock,
+        path: "/page/strategy/admin/scheduled-tasks",
+        adminOnly: true,
+      },
+      {
+        id: "mgmt-user-activity",
+        label: "用户活动审计",
+        icon: History,
+        path: "/page/strategy/admin/user-activity",
+        adminOnly: true,
+      },
+    ],
+  },
+  {
+    id: "resource-management",
+    label: "资源管理",
+    icon: Database,
+    children: [
+      // {
+      //   id: "resource-network-xwt",
+      //   label: "网络xwt资源管理",
+      //   icon: Network,
+      //   path: "/page/strategy/resource-management/resource-network-actor",
+      // },
+      {
+        id: "resource-knowledge-native",
+        label: "问答梳理",
+        icon: BookOpen,
+        path: "/page/workspace/knowledge",
+      },
+      {
+        id: "resource-knowledge-base",
+        label: "知识库资源管理",
+        icon: Library,
+        path: "/page/strategy/resource-management/resource-knowledge-base",
+      },
+      // {
+      //   id: "resource-evaluation-index",
+      //   label: "作战资源管理",
+      //   icon: FileBox,
+      //   path: "/page/strategy/resource-management/resource-evaluation-index",
+      // },
+    ],
+  },
+];
+
+/** 默认展开的菜单 id 集合（浅色版可折叠交互的初始状态） */
+export const defaultExpandedIds: ReadonlySet<string> = new Set([
+  "qa-center",
+  "light-app-center",
+  "light-app-note-management",
+  "task-management",
+  "xk-center-task",
+  "comprehensive-management",
+]);
+
+/** 单条路由是否与 pathname 精确匹配或为其子路径。 */
+function routeMatchesPathname(pathname: string, route?: string): boolean {
+  if (!route) return false;
+  return pathname === route || pathname.startsWith(route + "/");
+}
+
+/** 菜单项自身 path / aliasPaths 是否匹配当前路由。 */
+export function menuItemMatchesPath(item: MenuItem, pathname: string): boolean {
+  if (routeMatchesPathname(pathname, item.path)) return true;
+  return item.aliasPaths?.some((p) => routeMatchesPathname(pathname, p)) ?? false;
+}
+
+/** 该菜单项自身或任意后代的 path 是否匹配当前路由（支持子路径，如 /knowledge/:id） */
+export function menuItemContainsPath(item: MenuItem, pathname: string): boolean {
+  if (menuItemMatchesPath(item, pathname)) return true;
+  return item.children?.some((child) => menuItemContainsPath(child, pathname)) ?? false;
+}
+
+/**
+ * 在「一级 → 二级 → 三级」菜单中，取当前路由所在的「激活二级项」的三级子项。
+ * 浅色侧边栏据此在二级右侧展开三级列；深色顶栏据此渲染三级横条。
+ * 全量模式：三级仅一项时不返回（无选择必要，侧边栏保持窄栏 / 不渲染横条）。
+ */
+export function getActiveThirdLevelItems(
+  items: MenuItem[],
+  pathname: string,
+): MenuItem[] {
+  const activeTop =
+    items.find((item) => menuItemContainsPath(item, pathname)) ?? items[0];
+  const secondary = activeTop?.children ?? [];
+  const activeSecond = secondary.find(
+    (item) => (item.children?.length ?? 0) > 0 && menuItemContainsPath(item, pathname),
+  );
+  const third = activeSecond?.children ?? [];
+  return third.length <= 1 ? [] : third;
+}
+
+/** 按 admin 角色过滤菜单：非 admin 不展示 ``adminOnly: true`` 的项；``userPath`` 替换 ``path``。 */
+export function filterMenuItemsByRole(items: MenuItem[], isAdmin: boolean): MenuItem[] {
+  return items
+    .filter((item) => !item.adminOnly || isAdmin)
+    .map((item) => {
+      const children = item.children
+        ? filterMenuItemsByRole(item.children, isAdmin)
+        : undefined;
+      const base = children ? { ...item, children } : item;
+      if (!isAdmin && base.userPath) {
+        const { userPath: _userPath, ...rest } = base;
+        return { ...rest, path: base.userPath };
+      }
+      return base;
+    });
+}

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

@@ -12,8 +12,12 @@ import { useLocation } from "react-router-dom";
 import { Layout } from "lucide-react";
 
 import { getStoredAuth } from "@/core/auth";
+import { desensitize, makeDesensitizer } from "@/lib/desensitize";
 import { useLightApps, type LightApp } from "@/strategy-components/api/light-apps";
+import { useMenuOverrides } from "@/strategy-components/api/menu-overrides";
+import { useSensitiveWords, wordsToMap } from "@/strategy-components/api/sensitive-words";
 
+import { applyMenuOverrides } from "./menu-overrides";
 import {
   filterMenuItemsByRole,
   getActiveThirdLevelItems,
@@ -31,7 +35,7 @@ function lightAppLeaf(app: LightApp): MenuItem {
 }
 
 /** 在菜单树（不可变克隆）中，把 iframe 应用按 mountLocation 注入对应父节点末尾。 */
-function injectLightApps(items: MenuItem[], apps: LightApp[]): MenuItem[] {
+export function injectLightApps(items: MenuItem[], apps: LightApp[]): MenuItem[] {
   if (apps.length === 0) return items;
 
   const byMount = new Map<string, LightApp[]>();
@@ -56,12 +60,43 @@ function injectLightApps(items: MenuItem[], apps: LightApp[]): MenuItem[] {
   return walk(items);
 }
 
-/** 返回合并了 iframe 轻应用、并按 admin 角色过滤后的菜单。 */
+/** 递归对菜单标签做脱敏（仅改 `label`，path/id/icon 不动，保证高亮与路由不受影响）。 */
+function desensitizeLabels(items: MenuItem[], fn: (text: string) => string): MenuItem[] {
+  return items.map((node) => ({
+    ...node,
+    label: fn(node.label),
+    children: node.children ? desensitizeLabels(node.children, fn) : node.children,
+  }));
+}
+
+/**
+ * 返回合并了 iframe 轻应用、套用了后端「菜单覆盖层」（改名/停用/排序/层级）、
+ * 按 admin 角色过滤、并对标签做**展示层脱敏**后的菜单。
+ *
+ * 管线顺序：静态菜单 → 注入 iframe 轻应用 → 套覆盖层（停用项被剔除）→ 角色过滤 → 标签脱敏。
+ * 覆盖层作用在合并后的整棵树上，所以 iframe 轻应用节点同样可被改名/停用/移层级。
+ *
+ * 脱敏直接用 `/api/sensitive-words` 查询结果构造（后台非空时用其映射，否则回退到内置种子的
+ * 全局 {@link desensitize}），避免依赖 {@link replaceDesensitizeMap} 的 effect 回灌时序。
+ */
 export function useSidebarMenuItems(isAdmin: boolean): MenuItem[] {
   const { data: iframeApps = [] } = useLightApps({ appType: "iframe", enabledOnly: true });
+  const { data: overrides = [] } = useMenuOverrides();
+  const { data: words = [] } = useSensitiveWords();
+  const desensitizeLabel = useMemo(
+    () => (words.length > 0 ? makeDesensitizer(wordsToMap(words)) : desensitize),
+    [words],
+  );
   return useMemo(
-    () => filterMenuItemsByRole(injectLightApps(sidebarMenuItems, iframeApps), isAdmin),
-    [iframeApps, isAdmin],
+    () =>
+      desensitizeLabels(
+        filterMenuItemsByRole(
+          applyMenuOverrides(injectLightApps(sidebarMenuItems, iframeApps), overrides),
+          isAdmin,
+        ),
+        desensitizeLabel,
+      ),
+    [iframeApps, overrides, isAdmin, desensitizeLabel],
   );
 }
 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -9,6 +9,8 @@ export interface ListSkillsParams {
   sort?: "time_desc" | "time_asc" | "activity_desc" | "activity_asc" | "usage_desc" | "usage_asc" | "name_asc" | "name_desc";
   /** Keep only skills filed under this publish square (发布广场). */
   square?: string;
+  /** ``"mine"`` restricts to the skills the caller's 岗位 (position) makes visible. */
+  scope?: "mine";
 }
 
 export async function loadSkills(params: ListSkillsParams = {}) {
@@ -17,6 +19,7 @@ export async function loadSkills(params: ListSkillsParams = {}) {
   for (const id of params.tagIds ?? []) qs.append("tag_ids", id);
   if (params.sort) qs.set("sort", params.sort);
   if (params.square) qs.set("square", params.square);
+  if (params.scope) qs.set("scope", params.scope);
   const query = qs.toString();
   const skills = await apiFetch(
     `${getBackendBaseURL()}/api/skills${query ? `?${query}` : ""}`,
@@ -62,6 +65,26 @@ export async function enableSkill(skillName: string, enabled: boolean) {
   return response.json();
 }
 
+export async function setSkillAlwaysOn(
+  skillName: string,
+  alwaysOn: boolean,
+): Promise<Skill> {
+  const response = await apiFetch(
+    `${getBackendBaseURL()}/api/skills/${encodeURIComponent(skillName)}/always-on`,
+    {
+      method: "PUT",
+      headers: {
+        "Content-Type": "application/json",
+      },
+      body: JSON.stringify({ always_on: alwaysOn }),
+    },
+  );
+  if (!response.ok) {
+    throw await parseDetailedError(response, "Failed to update skill 常驻 flag");
+  }
+  return response.json() as Promise<Skill>;
+}
+
 export async function setSkillDisplay(
   skillName: string,
   display: SkillDisplayConfig | null,

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

@@ -18,6 +18,7 @@ import {
   installSkillUpload,
   reconcileCustomSkills,
   saveSkillFile,
+  setSkillAlwaysOn,
   setSkillDetail,
   setSkillNameZh,
   setSkillDisplay,
@@ -42,9 +43,10 @@ export function useSkills(params: ListSkillsParams = {}) {
   const search = params.search ?? "";
   const tagIds = params.tagIds ?? [];
   const sort = params.sort ?? "time_desc";
+  const scope = params.scope;
   const { data, isLoading, error } = useQuery({
-    queryKey: ["skills", search, [...tagIds].sort(), sort],
-    queryFn: () => loadSkills({ search, tagIds, sort }),
+    queryKey: ["skills", search, [...tagIds].sort(), sort, scope ?? "all"],
+    queryFn: () => loadSkills({ search, tagIds, sort, scope }),
     placeholderData: keepPreviousData,
   });
   return { skills: data ?? EMPTY_SKILLS, isLoading, error };
@@ -170,6 +172,24 @@ export function useEnableSkill() {
   });
 }
 
+export function useSetSkillAlwaysOn() {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: ({ skillName, alwaysOn }: { skillName: string; alwaysOn: boolean }) =>
+      setSkillAlwaysOn(skillName, alwaysOn),
+    onSuccess: (data, { skillName }) => {
+      queryClient.setQueryData(["skill", skillName], data);
+      queryClient.setQueriesData<Skill[]>({ queryKey: ["skills"] }, (current) =>
+        Array.isArray(current)
+          ? current.map((item) => (item.name === skillName ? { ...item, ...data } : item))
+          : current,
+      );
+      void queryClient.invalidateQueries({ queryKey: ["skills"] });
+      void queryClient.invalidateQueries({ queryKey: ["skill", skillName] });
+    },
+  });
+}
+
 export function useValidateSkillUpload() {
   return useMutation({
     mutationFn: (file: File) => validateSkillUpload(file),

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

@@ -48,6 +48,9 @@ export interface Skill {
   category: string;
   license: string;
   enabled: boolean;
+  // 常驻(免压缩) —— 开启技能压缩后,标记此项的技能仍以全文形式注入系统提示词,
+  // 而非被压缩成索引 + search_skills 检索。
+  always_on?: boolean;
   // Multitenancy fields — owner_user_id is null for built-in / public skills.
   // ``builtin`` mirrors that nullness for explicit branching on the UI side.
   owner_user_id?: string | null;
@@ -58,6 +61,9 @@ export interface Skill {
   /** Publish square (发布广场) the skill is filed under once published. "" = default square. */
   square_id?: string;
   builtin?: boolean;
+  // True when this skill is in the caller's 我的技能 collection — e.g. granted by
+  // their 岗位 (position). Owned skills are detected separately via owner_user_id.
+  favorited?: boolean;
   // Long-form detail/introduction authored by the skill owner or an admin.
   // Distinct from ``description`` (parsed from SKILL.md); supports Markdown.
   detail?: string | null;

frontend-web/src/core/strategy/external-links.ts

@@ -1,5 +1,7 @@
 /** Strategy 模块外部 iframe / 嵌入页链接（来自 Vite 环境变量） */
 
+import { authStorageGet } from "@/core/auth/scoped-storage";
+
 function trimTrailingSlash(url: string): string {
   return url.replace(/\/+$/, "");
 }
@@ -30,7 +32,7 @@ export function getNetworkActorIframeUrl(): string {
 /** 读取并解析 localStorage 中的 userInfo（登录信息）。 */
 function readUserInfo(): Record<string, unknown> {
   try {
-    const raw = localStorage.getItem("userInfo");
+    const raw = authStorageGet("userInfo");
     if (!raw) return {};
     const parsed = JSON.parse(raw);
     return parsed && typeof parsed === "object" ? (parsed as Record<string, unknown>) : {};

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

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

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

@@ -3,24 +3,29 @@ import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { useLocalSettings } from "@/core/settings";
 
 import {
+  loadAgentModuleConfig,
   loadAppearanceSettings,
   loadCitationDisplaySettings,
   loadLeaderboardSettings,
   loadPrivateSquareStatus,
   loadPromptPrefixSettings,
   loadPublishSquares,
+  loadSkillCompressionSettings,
+  updateAgentModuleConfig,
   updateAppearanceSettings,
   updateCitationDisplaySettings,
   updateLeaderboardSettings,
   updatePrivateSquareSettings,
   updatePromptPrefixSettings,
   updatePublishSquares,
+  updateSkillCompressionSettings,
   type AppearanceUpdate,
   type CitationDisplayUpdate,
   type LeaderboardSettingsUpdate,
   type PrivateSquareUpdate,
   type PromptPrefixUpdate,
   type PublishSquaresUpdate,
+  type SkillCompressionUpdate,
   type LayoutMode,
   type ViewMode,
 } from "./api";
@@ -31,6 +36,7 @@ const PUBLISH_SQUARES_KEY = ["systemSettings", "publishSquares"] as const;
 const APPEARANCE_KEY = ["systemSettings", "appearance"] as const;
 const CITATION_DISPLAY_KEY = ["systemSettings", "citationDisplay"] as const;
 const LEADERBOARD_KEY = ["systemSettings", "leaderboard"] as const;
+const SKILL_COMPRESSION_KEY = ["systemSettings", "skillCompression"] as const;
 
 export function usePromptPrefixSettings() {
   return useQuery({
@@ -165,6 +171,29 @@ export function useLayoutMode(): [
   return [mode, setMode];
 }
 
+/** 「按类型聚合」模块（zzJC / zzXD）选中标签配置（需求 0616 #3/#4）。 */
+const agentModuleKey = (key: string) =>
+  ["systemSettings", "agentModule", key] as const;
+
+export function useAgentModuleConfig(key: string) {
+  return useQuery({
+    queryKey: agentModuleKey(key),
+    queryFn: () => loadAgentModuleConfig(key),
+    staleTime: 60_000,
+    refetchOnWindowFocus: false,
+  });
+}
+
+export function useUpdateAgentModuleConfig(key: string) {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (tagIds: string[]) => updateAgentModuleConfig(key, tagIds),
+    onSuccess: (data) => {
+      queryClient.setQueryData(agentModuleKey(key), data);
+    },
+  });
+}
+
 export function useCitationDisplaySettings() {
   return useQuery({
     queryKey: CITATION_DISPLAY_KEY,
@@ -186,6 +215,29 @@ export function useUpdateCitationDisplaySettings() {
   });
 }
 
+/** Skill compression (技能压缩) settings. Readable by any logged-in user — the
+ * skill detail page reads it to decide whether to show the 常驻(免压缩) toggle. */
+export function useSkillCompressionSettings() {
+  return useQuery({
+    queryKey: SKILL_COMPRESSION_KEY,
+    queryFn: () => loadSkillCompressionSettings(),
+    staleTime: 60_000,
+    refetchOnWindowFocus: false,
+    retry: false,
+  });
+}
+
+export function useUpdateSkillCompressionSettings() {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (body: SkillCompressionUpdate) =>
+      updateSkillCompressionSettings(body),
+    onSuccess: (data) => {
+      queryClient.setQueryData(SKILL_COMPRESSION_KEY, data);
+    },
+  });
+}
+
 export function useLeaderboardSettings() {
   return useQuery({
     queryKey: LEADERBOARD_KEY,

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

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

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

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

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

@@ -34,6 +34,9 @@ export type ThreadStreamOptions = {
   context: LocalSettings["context"];
   isMock?: boolean;
   assistantId?: string;
+  /** 额外写到新建 thread 的 metadata（与 agent_id 合并）。
+   *  任务深链用 `{ taskId }` 把对话挂到任务下（1:N），列表按 metadata.taskId 过滤。 */
+  threadMetadata?: Record<string, unknown>;
   onStart?: (threadId: string) => void;
   onFinish?: (state: AgentThreadState) => void;
   onToolEnd?: (event: ToolEndEvent) => void;
@@ -118,6 +121,39 @@ function getRunMetadataStorage(): {
   };
 }
 
+/**
+ * 显式停止某会话「服务端正在跑」的 run。
+ *
+ * 注意：useStream / `thread.stop()` 只中断本地 SSE 监听，服务端 run 仍会继续跑。
+ * 任务流程要求「开启新对话时老对话要停止」，所以这里读出 SDK 存在 sessionStorage
+ * （``lg:stream:{threadId}``）里的 run id，调用 ``runs.cancel`` 真正取消后端 run，
+ * 再清掉本地 reconnect 记录。已结束 / 不存在的 run 取消失败时静默忽略。
+ */
+export async function stopThreadRun(
+  threadId: string | null | undefined,
+): Promise<void> {
+  if (!threadId || typeof window === "undefined") return;
+  let runId: string | null = null;
+  try {
+    runId = normalizeStoredRunId(
+      window.sessionStorage.getItem(`lg:stream:${threadId}`),
+    );
+  } catch {
+    runId = null;
+  }
+  if (!runId) return;
+  try {
+    await getAPIClient().runs.cancel(threadId, runId);
+  } catch {
+    /* 已结束 / 不存在 / 网络错误等忽略 */
+  }
+  try {
+    window.sessionStorage.removeItem(`lg:stream:${threadId}`);
+  } catch {
+    /* noop */
+  }
+}
+
 function getStreamErrorMessage(error: unknown): string {
   if (typeof error === "string" && error.trim()) {
     return error;
@@ -200,6 +236,7 @@ export function useThreadStream({
   context,
   isMock,
   assistantId,
+  threadMetadata,
   onStart,
   onFinish,
   onToolEnd,
@@ -277,11 +314,15 @@ export function useThreadStream({
       handleStreamStart(meta.thread_id);
       setOnStreamThreadId(meta.thread_id);
       const metadataAgentId = context.agent_id ?? context.agent_name;
-      if (metadataAgentId && !isMock) {
+      const extraMetadata =
+        threadMetadata && typeof threadMetadata === "object" ? threadMetadata : {};
+      const metadata: Record<string, unknown> = {
+        ...(metadataAgentId ? { agent_id: metadataAgentId } : {}),
+        ...extraMetadata,
+      };
+      if (Object.keys(metadata).length > 0 && !isMock) {
         void getAPIClient()
-          .threads.update(meta.thread_id, {
-            metadata: { agent_id: metadataAgentId },
-          })
+          .threads.update(meta.thread_id, { metadata })
           .catch(() => ({}));
       }
     },
@@ -343,6 +384,23 @@ export function useThreadStream({
       ) {
         const e = event as { type: "llm_retry"; message: string };
         toast(e.message);
+        return;
+      }
+
+      // Context compression about to run a (blocking) summarization LLM call —
+      // surface a transient hint so the wait before the answer streams isn't a
+      // silent dead air. Emitted by DeerFlowSummarizationMiddleware.
+      if (
+        typeof event === "object" &&
+        event !== null &&
+        "type" in event &&
+        event.type === "context_compacting" &&
+        "message" in event &&
+        typeof event.message === "string" &&
+        event.message.trim()
+      ) {
+        const e = event as { type: "context_compacting"; message: string };
+        toast(e.message);
       }
     },
     onError(error) {
@@ -647,6 +705,9 @@ export function useThreadStream({
           lockThreadRagMode(threadId);
         }
 
+        const contextCompressionEnabled =
+          localSettings.display.contextCompressionEnabled ?? false;
+
         const mergedContext = {
           ...context,
           ...extraContext,
@@ -698,6 +759,7 @@ export function useThreadStream({
               memory_injection_enabled:
                 mergedContext.memory_injection_enabled ?? true,
               rag_mode_enabled: ragModeEnabled,
+              summarization_enabled: contextCompressionEnabled,
               thread_id: threadId,
             },
           },
@@ -723,7 +785,10 @@ export function useThreadStream({
         } as typeof thread)
       : thread;
 
-  return [mergedThread, sendMessage, isUploading] as const;
+  // 第 4 个返回值 `onStreamThreadId` = 底层 useStream 当前实际绑定的线程 id（新建/未保存时为 null）。
+  // 调用方据此判断「流是否已切到全新线程」，避免在切换会话的那一帧把消息发进上一个会话
+  // （submit 的 threadId 选项仅在 hook 线程为 null/undefined 时才生效）。
+  return [mergedThread, sendMessage, isUploading, onStreamThreadId] as const;
 }
 
 export function useThreads(

frontend-web/src/core/threads/thread-access-error.ts

@@ -0,0 +1,98 @@
+import { toast } from "sonner";
+
+import { getStoredAuth } from "@/core/auth";
+
+/**
+ * Shared helpers for re-framing LangGraph "thread not accessible" 404s around
+ * the current login identity.
+ *
+ * The most common cause in practice is a login session change: a thread is
+ * owned by the previously logged-in account, so after switching accounts the
+ * backend (``app/gateway/authz.py``) correctly returns
+ * ``HTTP 404: {"detail":"Thread <uuid> not accessible"}``. Raw-toasting that
+ * 404 just leaves the user staring at a scary error. Both the chat stream
+ * (``core/threads/hooks.ts``) and the AI-writing stream
+ * (``open-canvas/contexts/AIWritingContext.tsx``) funnel their stream errors
+ * through here so the UX is identical: detect the login-change 404 and prompt
+ * the user to refresh against the current identity instead of erroring out.
+ */
+
+/** Normalize an unknown stream error into a human-readable message string. */
+export function getStreamErrorMessage(error: unknown): string {
+  if (typeof error === "string" && error.trim()) {
+    return error;
+  }
+  if (error instanceof Error && error.message.trim()) {
+    return error.message;
+  }
+  if (typeof error === "object" && error !== null) {
+    const message = Reflect.get(error, "message");
+    if (typeof message === "string" && message.trim()) {
+      return message;
+    }
+    const nestedError = Reflect.get(error, "error");
+    if (nestedError instanceof Error && nestedError.message.trim()) {
+      return nestedError.message;
+    }
+    if (typeof nestedError === "string" && nestedError.trim()) {
+      return nestedError;
+    }
+  }
+  return "Request failed.";
+}
+
+/**
+ * Detect "thread not found" / forbidden errors from the LangGraph SDK.
+ *
+ * Backend returns 404 both when a thread truly doesn't exist and when the
+ * currently authenticated user doesn't own it ("not found" = no row + no
+ * checkpoint, "not accessible" = row owned by another user / stale login
+ * session). Both mean the current user can't use this thread.
+ */
+export function isThreadNotAccessibleError(message: string): boolean {
+  const lowered = message.toLowerCase();
+  if (/thread\s+[\w-]{8,}\s+not\s+(found|accessible)/i.test(message)) {
+    return true;
+  }
+  // Fallback: a bare 404/403 from the threads endpoint when the SDK has
+  // wrapped the detail differently.
+  return (
+    (lowered.includes("http 404") || lowered.includes("http 403")) &&
+    lowered.includes("thread")
+  );
+}
+
+/** Build a label for the *current* logged-in identity (email → user_id → 未知). */
+export function buildCurrentUserLabel(): string {
+  const auth = getStoredAuth();
+  if (!auth) {
+    return "未登录";
+  }
+  const email = auth.email?.trim();
+  if (email) {
+    return email;
+  }
+  const userId = auth.user_id?.trim();
+  return userId ? userId : "未知用户";
+}
+
+/**
+ * Re-frame a login-change 404 around the current identity and reload the page.
+ *
+ * Shows a friendly toast naming the current login, then full-reloads after a
+ * short delay so the toast is visible and so TanStack Query cache / context
+ * providers / any state captured under the previous user get rebuilt against
+ * the current login. Used by streams whose session id lives in component state
+ * (not the URL) — a plain reload lands them back on a fresh, valid page.
+ */
+export function notifyThreadAccessChangedAndReload(): void {
+  const userLabel = buildCurrentUserLabel();
+  toast.info(
+    `当前登录用户为 ${userLabel}，原会话不存在或无权访问，正在为你刷新页面…`,
+  );
+  if (typeof window !== "undefined") {
+    window.setTimeout(() => {
+      window.location.reload();
+    }, 900);
+  }
+}

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

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

frontend-web/src/core/threads/use-task-threads.ts

@@ -0,0 +1,37 @@
+/**
+ * 「一个任务挂多个对话」(1:N)：按 thread 的 ``metadata.taskId`` 过滤出某任务下的对话列表。
+ *
+ * 新建对话时由 [[task-purpose]] 流程给 thread 打 ``metadata.taskId`` 标签
+ * （见 useThreadStream 的 ``threadMetadata``）；这里复用服务端分页搜索按该标签过滤，
+ * 后端默认按 ``updated_at desc`` 排序，所以 ``threads[0]`` 即最新一条。
+ *
+ * 同一个 taskId 可能挂在多条业务链上（rwfx / 3qfx / xdfx 共用任务 id），每条业务用各自的
+ * 智能体。传入 ``agentId`` 时额外按 ``metadata.agent_id`` 过滤（后端 metadata 过滤是 AND/子集
+ * 匹配），把不同业务的对话列表隔离开——否则三种业务的对话会混在一起。
+ */
+
+import { useThreadsPage } from "@/core/threads/hooks";
+import type { AgentThread } from "@/core/threads/types";
+
+export function useTaskThreads(
+  taskId: string | null | undefined,
+  agentId?: string | null | undefined,
+) {
+  const enabled = !!taskId;
+  // 任务工作区只在有 taskId 时渲染；无 taskId 时传一个不可能命中的过滤，返回空列表。
+  const metadata = enabled
+    ? agentId
+      ? { taskId, agent_id: agentId }
+      : { taskId }
+    : { taskId: "__none__" };
+  const query = useThreadsPage({ page: 1, pageSize: 100, metadata });
+  const threads: AgentThread[] = enabled ? (query.data?.threads ?? []) : [];
+  return {
+    ...query,
+    threads,
+    /** 最新对话（按 updated_at desc，列表第一条）。 */
+    latestThreadId: threads[0]?.thread_id ?? null,
+    /** 是否已有历史对话（决定深链进入后默认开最新还是走新建闸门）。 */
+    hasThreads: threads.length > 0,
+  };
+}

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

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

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

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

frontend-web/src/lib/desensitize.ts

@@ -1,9 +1,23 @@
 /**
- * 脱敏词映射表
+ * 脱敏词「种子」映射表（前端内置）。
  * key: 原始词（支持正则特殊字符，会被转义）
  * value: 脱敏后替换词
+ *
+ * 这份常量是**部署种子**：新机器首次启动、后台还没有任何敏感词时，运行时直接用它；
+ * 管理员也可在「敏感词管理」页一键「导入种子词」把它写入后台。线上以后台配置为准
+ * （见 {@link replaceDesensitizeMap}），后台为空时回退到这份种子。
+ *
+ * 注意：请勿在运行时修改本对象——它要保持与「出厂种子」一致。运行时可变映射见
+ * {@link DESENSITIZE_MAP}。
  */
-export const DESENSITIZE_MAP: Record<string, string> = {
+export const SEED_DESENSITIZE_MAP: Readonly<Record<string, string>> = Object.freeze({
+  // 任务工作区业务名 → 业务码（脱敏展示）。整词在前，优先于下面更短的「任务」「行动」匹配。
+  任务分析: "rwfx",
+  三情分析: "3qfx",
+  行动分析: "xdfx",
+  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",
@@ -41,8 +55,15 @@ export const DESENSITIZE_MAP: Record<string, string> = {
   军: "J",
   美军: "MJ",
   台军: "TJ",
+});
 
-};
+/**
+ * 运行时实际生效的脱敏词映射表（可变）。
+ *
+ * 初始为 {@link SEED_DESENSITIZE_MAP} 的浅拷贝（保证后台数据加载前 `desensitize`
+ * 立即可用）；应用启动后由 {@link replaceDesensitizeMap} 用后台配置整体替换。
+ */
+export const DESENSITIZE_MAP: Record<string, string> = { ...SEED_DESENSITIZE_MAP };
 
 /**
  * 将 DESENSITIZE_MAP 编译为单个正则，避免多次遍历字符串。
@@ -72,6 +93,42 @@ export function desensitize(text: string): string {
   return text.replace(_regex, (matched) => DESENSITIZE_MAP[matched] ?? matched);
 }
 
+/**
+ * 用**指定映射**（而非全局 {@link DESENSITIZE_MAP}）构造一个脱敏函数。
+ *
+ * 适用于「数据加载完就要立即用其结果脱敏、不能依赖全局 map 的异步回灌时序」的场景
+ * （如侧边栏/导航栏菜单：直接用 `/api/sensitive-words` 查询结果计算标签，避免与
+ * {@link replaceDesensitizeMap} 的 effect 时序竞态）。正则在构造时编译一次，可缓存复用。
+ *
+ * @param map 原始词 → 替换词
+ * @returns `(text) => 脱敏后文本`；map 为空时返回恒等函数
+ */
+export function makeDesensitizer(map: Record<string, string>): (text: string) => string {
+  const regex = buildRegex(map);
+  if (!regex) return (text) => text;
+  return (text) => text.replace(regex, (matched) => 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。
  *
@@ -84,3 +141,18 @@ export function addDesensitizeEntries(entries: Record<string, string>): void {
   Object.assign(DESENSITIZE_MAP, entries);
   _regex = buildRegex(DESENSITIZE_MAP);
 }
+
+/**
+ * 用后台配置**整体替换**运行时脱敏词映射表，替换后自动重编译正则。
+ *
+ * 与 {@link addDesensitizeEntries} 不同，本函数会先清空现有词条，因此后台里被
+ * 删除的词不会因为还残留在种子里而继续生效。应用启动时拉取
+ * `/api/sensitive-words` 后调用；若后台为空则不调用，保持使用种子。
+ *
+ * @param entries 后台返回的「启用」词条，格式同 {@link DESENSITIZE_MAP}
+ */
+export function replaceDesensitizeMap(entries: Record<string, string>): void {
+  for (const key of Object.keys(DESENSITIZE_MAP)) delete DESENSITIZE_MAP[key];
+  Object.assign(DESENSITIZE_MAP, entries);
+  _regex = buildRegex(DESENSITIZE_MAP);
+}

frontend-web/src/main.tsx

@@ -1,15 +1,20 @@
-import "@fontsource/noto-sans-sc/chinese-simplified-400.css";
-import "@fontsource/noto-sans-sc/chinese-simplified-500.css";
-import "@fontsource/noto-sans-sc/chinese-simplified-600.css";
-import "@fontsource/noto-sans-sc/chinese-simplified-700.css";
-import "./styles/globals.css";
-import "tdesign-react/es/style/index.css";
-import "katex/dist/katex.min.css";
+import "@fontsource/noto-sans-sc/chinese-simplified-400.css";
+import "@fontsource/noto-sans-sc/chinese-simplified-500.css";
+import "@fontsource/noto-sans-sc/chinese-simplified-600.css";
+import "@fontsource/noto-sans-sc/chinese-simplified-700.css";
+import "./styles/globals.css";
+import "tdesign-react/es/style/index.css";
+import "katex/dist/katex.min.css";
 
 import React from "react";
 import ReactDOM from "react-dom/client";
 
 import { App } from "./App";
+import { syncEmbedSessionFromCurrentUrl } from "@/core/embed/embed-session";
+
+// 渲染前同步启用「iframe 嵌入会话」（按标签页 sessionStorage）：必须早于任何鉴权写入，
+// 使 iframe 嵌入态的登录走 sessionStorage、与同浏览器正常登录（localStorage）完全隔离。
+syncEmbedSessionFromCurrentUrl();
 
 ReactDOM.createRoot(document.getElementById("root")!).render(
   <React.StrictMode>

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/api/ai-writing-sessions.ts

@@ -87,6 +87,50 @@ export async function deleteAIWritingSession(id: string): Promise<void> {
   if (!resp.ok) throw new Error(`删除失败: ${resp.status}`);
 }
 
+/**
+ * 把一篇写作转入「后台挂起」：后端自动驱动剩余流程到定稿（离页/刷新/切号不打断）。
+ *
+ * 幂等——同一会话已在后台跑则后端直接返回 ``started:false``。
+ */
+export async function suspendAIWritingToBackground(
+  id: string,
+): Promise<{ started: boolean; status: string }> {
+  const resp = await apiFetch(`${BASE()}/${id}/background`, { method: 'POST' });
+  if (!resp.ok) throw new Error(`后台挂起失败: ${resp.status}`);
+  return resp.json();
+}
+
+/** 一篇写作的实际进度（供「查看进度」流程图弹窗轮询）。 */
+export interface AIWritingProgress {
+  sessionStatus: string;
+  /** 规范化阶段 key（与流程图阶段一一对应）；null = 还没建 checkpoint。 */
+  stage: string | null;
+  note: string | null;
+  revisionCount: number;
+  maxRevisions: number;
+  reviewVerdict: string | null;
+  isRunning: boolean;
+}
+
+export async function getAIWritingProgress(id: string): Promise<AIWritingProgress> {
+  const resp = await apiFetch(`${BASE()}/${id}/progress`);
+  if (!resp.ok) throw new Error(`获取进度失败: ${resp.status}`);
+  return resp.json();
+}
+
+/**
+ * beforeunload 兜底：离开/刷新页面时用 keepalive 发起后台挂起，
+ * 保证浏览器卸载页面后请求仍能发完。fire-and-forget，不读响应；
+ * 重复触发由后端「同会话已在后台跑」幂等兜住。
+ */
+export function suspendAIWritingToBackgroundKeepalive(id: string): void {
+  try {
+    void apiFetch(`${BASE()}/${id}/background`, { method: 'POST', keepalive: true }).catch(() => {});
+  } catch {
+    /* 卸载阶段尽力而为，忽略一切异常 */
+  }
+}
+
 /**
  * 保存会话的完整对话时间线，供历史回显出与实时对话一致的富时间线。
  *

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

@@ -0,0 +1,138 @@
+/**
+ * AI 写作流程图（竖向固定流水线）。
+ *
+ * 写作流程是固定线性流水线：意图理解 → 素材搜集 → 素材确认 → 大纲规划 → 大纲确认 →
+ * 写作 → 草稿确认 → 编辑审核 → 定稿。按传入的 ``activeKey``（后端从 graph checkpoint
+ * 推导的当前阶段 key）点亮：已过=done 打钩、当前=active 转圈、未到=灰。
+ *
+ * 纯展示组件，无弹窗/无窗口 chrome —— 由 ``AIWritingFlowDialog`` 套在弹窗里使用。
+ */
+import { CheckIcon, Loader2Icon } from 'lucide-react';
+
+import { cn } from '@/lib/utils';
+
+export interface FlowStage {
+  key: string;
+  label: string;
+  emoji: string;
+}
+
+/** 固定流水线阶段（key 与后端 ai_writing_job_executor 的 stage key 一致）。 */
+export const FLOW_STAGES: readonly FlowStage[] = [
+  { key: 'intent', label: '意图理解', emoji: '🧭' },
+  { key: 'research', label: '素材搜集', emoji: '🔍' },
+  { key: 'material_confirm', label: '素材确认', emoji: '📚' },
+  { key: 'outline', label: '大纲规划', emoji: '🗂️' },
+  { key: 'outline_confirm', label: '大纲确认', emoji: '🧩' },
+  { key: 'draft', label: '写作', emoji: '✍️' },
+  { key: 'draft_confirm', label: '草稿确认', emoji: '📝' },
+  { key: 'review', label: '编辑审核', emoji: '🧐' },
+  { key: 'done', label: '定稿', emoji: '🏁' },
+];
+
+export const FLOW_STAGE_LABEL: Record<string, string> = Object.fromEntries(
+  FLOW_STAGES.map((s) => [s.key, s.label]),
+);
+
+type StageState = 'pending' | 'active' | 'done' | 'error';
+
+const LINE = 'bg-slate-300 dark:bg-border';
+
+function StageNode({
+  label,
+  emoji,
+  state,
+  note,
+}: {
+  label: string;
+  emoji: string;
+  state: StageState;
+  note?: string | null;
+}) {
+  return (
+    <div className="flex shrink-0 flex-col items-center gap-1 px-0.5 text-center">
+      <div className="relative flex size-11 items-center justify-center">
+        {state === 'active' && <span className="absolute inset-0 animate-ping rounded-full bg-primary/25" />}
+        <span
+          className={cn(
+            'relative flex size-11 items-center justify-center rounded-full border-2 bg-white text-lg transition-all dark:bg-card',
+            state === 'active' && 'border-primary shadow-[0_0_0_3px_rgba(22,119,255,0.12)]',
+            state === 'done' && 'border-emerald-400/70',
+            state === 'error' && 'border-destructive',
+            state === 'pending' && 'border-border opacity-45 grayscale',
+          )}
+        >
+          {emoji}
+          {state === 'done' && (
+            <span className="absolute -right-0.5 -top-0.5 flex size-4 items-center justify-center rounded-full bg-emerald-500 text-white shadow">
+              <CheckIcon className="size-2.5" />
+            </span>
+          )}
+          {state === 'active' && (
+            <span className="absolute -right-0.5 -top-0.5 flex size-4 items-center justify-center rounded-full bg-primary text-primary-foreground shadow">
+              <Loader2Icon className="size-2.5 animate-spin" />
+            </span>
+          )}
+        </span>
+      </div>
+      <span
+        className={cn(
+          'whitespace-nowrap rounded border px-1 py-px text-[10px] font-medium leading-tight',
+          state === 'active' && 'border-primary/40 bg-primary/10 text-primary',
+          state === 'done' && 'border-emerald-400/40 bg-emerald-50 text-emerald-600 dark:bg-emerald-950/30',
+          state === 'error' && 'border-destructive/40 bg-destructive/10 text-destructive',
+          state === 'pending' && 'border-border bg-muted text-muted-foreground',
+        )}
+        title={label}
+      >
+        {label}
+      </span>
+      {note && state === 'active' && (
+        <span className="rounded bg-amber-100 px-1 py-px text-[9px] font-medium text-amber-600 dark:bg-amber-950/30">
+          {note}
+        </span>
+      )}
+    </div>
+  );
+}
+
+export function AIWritingFlowChart({
+  activeKey,
+  isError = false,
+  note,
+  className,
+}: {
+  /** 当前阶段 key（null = 还没开始 / 准备中，全部置灰）。 */
+  activeKey: string | null;
+  isError?: boolean;
+  note?: string | null;
+  className?: string;
+}) {
+  const allDone = activeKey === 'done';
+  const activeIdx = activeKey ? FLOW_STAGES.findIndex((s) => s.key === activeKey) : -1;
+  const stateOf = (idx: number): StageState => {
+    if (allDone) return 'done';
+    if (activeIdx < 0) return 'pending';
+    if (idx < activeIdx) return 'done';
+    if (idx === activeIdx) return isError ? 'error' : 'active';
+    return 'pending';
+  };
+
+  return (
+    // 横向流水线：左→右排列，节点间用横向连线（对齐到圆形头像竖直中心 ≈ 22px）。
+    // w-max 保持内容固有宽度，由外层 overflow-x-auto 在放不下时横向滚动。
+    <div className={cn('flex w-max flex-row items-start', className)}>
+      {FLOW_STAGES.map((stage, idx) => (
+        <div className="contents" key={stage.key}>
+          {idx > 0 && <div className={cn('mt-[22px] h-px w-5 shrink-0', LINE)} />}
+          <StageNode
+            label={stage.label}
+            emoji={stage.emoji}
+            state={stateOf(idx)}
+            note={stage.key === activeKey ? note : undefined}
+          />
+        </div>
+      ))}
+    </div>
+  );
+}

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

@@ -0,0 +1,124 @@
+/**
+ * 「查看进度」流程图弹窗。
+ *
+ * 在历史记录里点击一条**后台挂起中**的写作 → 弹出本弹窗，里面是写作流程图，
+ * 实时（轮询）反映该会话后端的实际推进位置，让用户看到「跑到哪一步了」。
+ */
+import { useEffect, useRef, useState } from 'react';
+import { Loader2 } from 'lucide-react';
+
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+} from '@/components/ui/dialog';
+
+import {
+  getAIWritingProgress,
+  type AIWritingProgress,
+  type AIWritingSessionSummary,
+} from '../../api/ai-writing-sessions';
+import { AIWritingFlowChart, FLOW_STAGE_LABEL } from './AIWritingFlowChart';
+
+const POLL_MS = 2500;
+
+function isTerminal(p: AIWritingProgress | null): boolean {
+  if (!p) return false;
+  return p.sessionStatus === 'done' || p.sessionStatus === 'error' || p.stage === 'done';
+}
+
+export function AIWritingFlowDialog({
+  session,
+  open,
+  onOpenChange,
+}: {
+  session: AIWritingSessionSummary | null;
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+}) {
+  const [progress, setProgress] = useState<AIWritingProgress | null>(null);
+  const [loading, setLoading] = useState(false);
+  const [fetchError, setFetchError] = useState(false);
+  const timerRef = useRef<ReturnType<typeof setTimeout> | null>(null);
+
+  useEffect(() => {
+    if (!open || !session) return;
+    let cancelled = false;
+    setProgress(null);
+    setFetchError(false);
+    setLoading(true);
+
+    const tick = async () => {
+      try {
+        const p = await getAIWritingProgress(session.id);
+        if (cancelled) return;
+        setProgress(p);
+        setFetchError(false);
+        setLoading(false);
+        // 终态停止轮询，否则继续。
+        if (!isTerminal(p)) {
+          timerRef.current = setTimeout(tick, POLL_MS);
+        }
+      } catch {
+        if (cancelled) return;
+        setFetchError(true);
+        setLoading(false);
+        timerRef.current = setTimeout(tick, POLL_MS);
+      }
+    };
+    void tick();
+
+    return () => {
+      cancelled = true;
+      if (timerRef.current) clearTimeout(timerRef.current);
+      timerRef.current = null;
+    };
+  }, [open, session]);
+
+  const terminal = isTerminal(progress);
+  const isError = progress?.sessionStatus === 'error';
+  const stage = progress?.stage ?? null;
+
+  let caption: string;
+  if (loading && !progress) {
+    caption = '加载进度中…';
+  } else if (isError) {
+    caption = '后台执行出错，请重新发起写作';
+  } else if (progress?.sessionStatus === 'done' || stage === 'done') {
+    caption = '✓ 写作已完成，点开这条记录即可查看成稿';
+  } else {
+    const stageLabel = stage ? (FLOW_STAGE_LABEL[stage] ?? '准备中') : '准备中';
+    let text = `后台运行中 · 当前：${stageLabel}`;
+    if (progress?.note) text += `（${progress.note}）`;
+    if (stage === 'review' && (progress?.revisionCount ?? 0) > 0) {
+      text += ` · 第 ${progress!.revisionCount}/${progress!.maxRevisions} 轮修改`;
+    }
+    caption = text;
+  }
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="sm:max-w-2xl">
+        <DialogHeader>
+          <DialogTitle className="truncate pr-6 text-sm" title={session?.title}>
+            写作进度 · {session?.draft_title || session?.title || '后台写作'}
+          </DialogTitle>
+        </DialogHeader>
+
+        <div className="flex flex-col items-center gap-3 py-1">
+          <div className="w-full overflow-x-auto py-2">
+            <AIWritingFlowChart className="mx-auto" activeKey={stage} isError={isError} note={progress?.note} />
+          </div>
+
+          <div className="flex items-center justify-center gap-1.5 text-center text-xs text-muted-foreground">
+            {!terminal && !isError && <Loader2 className="size-3 shrink-0 animate-spin text-sky-500" />}
+            <span className={fetchError ? 'text-amber-500' : undefined}>
+              {fetchError ? '获取进度失败，重试中…' : caption}
+            </span>
+          </div>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+}

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/AIWritingHistoryDropdown.tsx

@@ -1,5 +1,5 @@
 import { useState, useRef, useEffect } from 'react';
-import { History, Trash2, Check, X, RefreshCw } from 'lucide-react';
+import { History, Trash2, Check, X, RefreshCw, Loader2 } from 'lucide-react';
 
 import { Button } from '@/components/ui/button';
 import { cn } from '@/lib/utils';
@@ -7,6 +7,8 @@ import type { AIWritingSessionSummary } from '../../api/ai-writing-sessions';
 
 export const STATUS_LABELS: Record<string, { label: string; color: string }> = {
   in_progress: { label: '进行中', color: 'text-blue-500' },
+  // 后台挂起中：后端正自动驱动到定稿（离页/刷新/切号不打断）。
+  background:   { label: '挂起中', color: 'text-sky-500' },
   draft_ready:  { label: '草稿', color: 'text-amber-500' },
   review_ready: { label: '审核', color: 'text-purple-500' },
   done:         { label: '完成', color: 'text-green-500' },
@@ -29,11 +31,15 @@ export interface SessionItemProps {
   session: AIWritingSessionSummary;
   isSelected: boolean;
   onSelect: () => void;
+  /** 「挂起中」记录点击时改为查看进度（流程图弹窗），不直接打开会话。 */
+  onShowProgress?: () => void;
   onDelete: () => void;
   onRename: (title: string) => void;
 }
 
-export function SessionItem({ session, isSelected, onSelect, onDelete, onRename }: SessionItemProps) {
+export function SessionItem({ session, isSelected, onSelect, onShowProgress, onDelete, onRename }: SessionItemProps) {
+  const isBackground = session.status === 'background';
+  const handleRowClick = isBackground && onShowProgress ? onShowProgress : onSelect;
   const [editing, setEditing] = useState(false);
   const [editValue, setEditValue] = useState(session.title);
   const inputRef = useRef<HTMLInputElement>(null);
@@ -60,7 +66,7 @@ export function SessionItem({ session, isSelected, onSelect, onDelete, onRename
         'group relative flex items-start gap-2 px-3 py-2.5 cursor-pointer transition-colors',
         isSelected ? 'bg-accent' : 'hover:bg-accent/60',
       )}
-      onClick={!editing ? onSelect : undefined}
+      onClick={!editing ? handleRowClick : undefined}
     >
       <div className="flex-1 min-w-0">
         {editing ? (
@@ -89,7 +95,10 @@ export function SessionItem({ session, isSelected, onSelect, onDelete, onRename
           </p>
         )}
         <div className="flex items-center gap-1.5 mt-0.5">
-          <span className={cn('text-[10px] font-medium', color)}>{label}</span>
+          <span className={cn('flex items-center gap-0.5 text-[10px] font-medium', color)}>
+            {session.status === 'background' && <Loader2 className="w-2.5 h-2.5 animate-spin" />}
+            {label}
+          </span>
           <span className="text-[10px] text-muted-foreground">·</span>
           <span className="text-[10px] text-muted-foreground">{formatRelative(session.updated_at)}</span>
         </div>
@@ -114,6 +123,8 @@ interface AIWritingHistoryDropdownProps {
   selectedId: string | null;
   loading: boolean;
   onSelect: (session: AIWritingSessionSummary) => void;
+  /** 点击「挂起中」记录时查看进度（流程图弹窗），不直接打开会话。 */
+  onShowProgress?: (session: AIWritingSessionSummary) => void;
   onDelete: (id: string) => void;
   onRename: (id: string, title: string) => void;
   onRefresh: () => void;
@@ -124,6 +135,7 @@ export function AIWritingHistoryDropdown({
   selectedId,
   loading,
   onSelect,
+  onShowProgress,
   onDelete,
   onRename,
   onRefresh,
@@ -189,6 +201,7 @@ export function AIWritingHistoryDropdown({
                   session={s}
                   isSelected={s.id === selectedId}
                   onSelect={() => { onSelect(s); setOpen(false); }}
+                  onShowProgress={onShowProgress ? () => { onShowProgress(s); setOpen(false); } : undefined}
                   onDelete={() => onDelete(s.id)}
                   onRename={(title) => onRename(s.id, title)}
                 />

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

@@ -1,8 +1,34 @@
+import { useMemo } from 'react';
 import { CheckCircle2, ChevronRight, FileText, Search, PenLine, ClipboardEdit, Star } from 'lucide-react';
 
 import type { AIWritingSessionSummary, CompletedInterventionRecord } from '../../api/ai-writing-sessions';
+import {
+  normalizeProgressDict,
+  normalizeMaterial,
+  normalizeOutline,
+  normalizeReviewResult,
+} from '../../hooks/useAIWritingStream';
+import type { CompletedIntervention } from '../../types/ai-writing';
 import { AIWritingTimeline } from './AIWritingTimeline';
 
+/**
+ * 归一化一条 completedIntervention（后台挂起重建的干预记录里素材/大纲/审核数据是
+ * snake_case，前端干预卡期望 camelCase）。对前端实时存的 camelCase 记录幂等。
+ */
+function normalizeCompletedIntervention(rec: Record<string, unknown>): CompletedIntervention {
+  const out: Record<string, unknown> = { ...rec };
+  out.pausePoint = rec.pausePoint ?? rec.pause_point;
+  if (Array.isArray(rec.materials)) {
+    out.materials = (rec.materials as Record<string, unknown>[]).map(normalizeMaterial);
+  }
+  if (rec.outline) out.outline = normalizeOutline(rec.outline);
+  const rr = rec.reviewResult ?? rec.review_result;
+  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;
+  return out as unknown as CompletedIntervention;
+}
+
 const PAUSE_LABELS: Record<string, string> = {
   material_confirm: '素材确认',
   outline_confirm:  '大纲确认',
@@ -67,6 +93,22 @@ export function AIWritingHistoryView({ session }: AIWritingHistoryViewProps) {
   const transcript = session.transcript;
   // 有完整时间线快照时，复用实时对话的 AIWritingTimeline 渲染，保证回显与实时一致
   const hasTranscript = !!transcript && (transcript.progressEvents?.length ?? 0) > 0;
+  // 归一化 transcript 事件：后台挂起跑出的事件是 raw（snake_case），前端实时存的是
+  // camelCase——统一过一遍 normalizeProgressDict（幂等），两种来源回显都正确一致。
+  const normalizedEvents = useMemo(
+    () => (transcript?.progressEvents ?? []).map(
+      (e) => normalizeProgressDict(e as unknown as Record<string, unknown>, session.id),
+    ),
+    [transcript, session.id],
+  );
+  // 干预记录同样归一化（后台重建的素材/大纲/审核数据为 snake_case；前端实时记录已是
+  // camelCase，归一化幂等），保证素材列表/大纲/编辑审核卡片正确渲染。
+  const normalizedInterventions = useMemo(
+    () => (transcript?.completedInterventions ?? []).map(
+      (rec) => normalizeCompletedIntervention(rec as unknown as Record<string, unknown>),
+    ),
+    [transcript],
+  );
   const createdAt = session.created_at
     ? new Date(session.created_at).toLocaleString('zh-CN', {
         year: 'numeric', month: 'short', day: 'numeric',
@@ -94,8 +136,8 @@ export function AIWritingHistoryView({ session }: AIWritingHistoryViewProps) {
       {hasTranscript ? (
         /* 完整对话时间线回显 */
         <AIWritingTimeline
-          events={transcript!.progressEvents}
-          completedInterventions={transcript!.completedInterventions ?? []}
+          events={normalizedEvents}
+          completedInterventions={normalizedInterventions}
           currentPause={null}
         />
       ) : (

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

@@ -1,6 +1,6 @@
 import { useCallback, useEffect, useRef, useState } from 'react';
 import { useNavigate, useSearchParams } from 'react-router-dom';
-import { ChevronsDown, PanelRightClose, Play, Plus, RotateCcw, Settings2, Square, Trash2 } from 'lucide-react';
+import { ChevronsDown, CloudUpload, PanelRightClose, Play, Plus, RotateCcw, Settings2, Square, Trash2 } from 'lucide-react';
 import { toast } from 'sonner';
 
 import { Button } from '@/components/ui/button';
@@ -17,7 +17,12 @@ import { useAIWriting } from '../../contexts/AIWritingContext';
 import { useAIWritingHistory } from '../../contexts/AIWritingHistoryContext';
 import { useWritingFormOptional } from '../../contexts/WritingFormContext';
 import { useAIWritingSessions } from '../../hooks/useAIWritingSessions';
-import { adminCleanupAIWritingSessions, getAIWritingSession } from '../../api/ai-writing-sessions';
+import {
+  adminCleanupAIWritingSessions,
+  getAIWritingSession,
+  suspendAIWritingToBackground,
+  suspendAIWritingToBackgroundKeepalive,
+} from '../../api/ai-writing-sessions';
 
 /**
  * 暂停 / 继续功能开关（默认 false = 关）。
@@ -51,6 +56,7 @@ import { ReviewStreamingView } from './ReviewStreamingView';
 import { RevisionSummaryCard } from './RevisionSummaryCard';
 import { AIWritingHistoryDropdown } from './AIWritingHistoryDropdown';
 import { AIWritingHistoryView } from './AIWritingHistoryView';
+import { AIWritingFlowDialog } from './AIWritingFlowDialog';
 import type { AIWritingSessionSummary } from '../../api/ai-writing-sessions';
 
 const STATUS_LABEL: Record<string, string> = {
@@ -91,6 +97,8 @@ export function AIWritingPanel({
   useEffect(() => { refreshArticleTypes(); }, [refreshArticleTypes]);
 
   const [reqDialogOpen, setReqDialogOpen] = useState(false);
+  // 「查看进度」流程图弹窗当前展示的会话（点击历史里的「挂起中」记录时打开）。
+  const [progressSession, setProgressSession] = useState<AIWritingSessionSummary | null>(null);
 
   const isIdle = state.status === 'idle';
   const isDone = state.status === 'done';
@@ -188,11 +196,57 @@ export function AIWritingPanel({
     void openHistory(session);
   }, [openHistory]);
 
+  // 点击历史里的「挂起中」记录 → 打开流程图弹窗看实际进度（而非直接打开会话）。
+  const handleShowProgress = useCallback((session: AIWritingSessionSummary) => {
+    setProgressSession(session);
+  }, []);
+
   const handleNewSession = useCallback(() => {
     closeHistory();
     reset();
   }, [closeHistory, reset]);
 
+  // ── 后台挂起：把当前写作转后台，后端自动驱动到定稿（离页/刷新/切号不打断） ──
+  const handleBackgroundSuspend = useCallback(async () => {
+    const sid = state.sessionId;
+    if (!sid) {
+      toast.error('当前没有可挂起的写作会话');
+      return;
+    }
+    try {
+      await suspendAIWritingToBackground(sid);
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : '后台挂起失败');
+      return;
+    }
+    toast.success('已转入后台自动完成，稍后可在「历史记录」查看进度与结果');
+    // reset() 会 stop 客户端 SSE 订阅并回到 idle —— 后端驱动器接管续跑，不冲突。
+    reset();
+    // 刷新历史列表，让「挂起中」徽标立刻出现。
+    refresh();
+  }, [state.sessionId, reset, refresh]);
+
+  // 离页 / 刷新 / 关标签页时，若写作仍在进行中则自动转后台（与圆桌「自动挂起」一致）。
+  // 用 ref 持有最新的「是否在跑 + 会话 id」，让卸载/卸载前回调读到即时值。
+  const suspendRef = useRef<{ running: boolean; sid: string | null }>({ running: false, sid: null });
+  useEffect(() => {
+    suspendRef.current = { running: isRunning, sid: state.sessionId ?? null };
+  }, [isRunning, state.sessionId]);
+
+  useEffect(() => {
+    const onBeforeUnload = () => {
+      const { running, sid } = suspendRef.current;
+      if (running && sid) suspendAIWritingToBackgroundKeepalive(sid);
+    };
+    window.addEventListener('beforeunload', onBeforeUnload);
+    return () => {
+      window.removeEventListener('beforeunload', onBeforeUnload);
+      // 组件卸载（路由离开本页 / 切换工作区标签）：写作未完成则自动转后台。
+      const { running, sid } = suspendRef.current;
+      if (running && sid) suspendAIWritingToBackgroundKeepalive(sid);
+    };
+  }, []);
+
   // ── 侧边栏"最近写作"通信：两种路径 ────────────────────────────────────────
   // 用 ref 包住 handler，保证事件监听器始终能拿到最新版本
   const handleSelectHistoryRef = useRef(handleSelectHistory);
@@ -299,6 +353,19 @@ export function AIWritingPanel({
               新建
             </Button>
           )}
+          {/* 后台挂起：写作进行中（含等待干预）时出现，点击后由后端自动跑完剩余流程 */}
+          {isRunning && !isHistoryMode && state.sessionId && (
+            <Button
+              variant="ghost"
+              size="sm"
+              className="h-7 px-2 text-xs gap-1 text-sky-500 hover:text-sky-600 hover:bg-sky-50 dark:hover:bg-sky-950/30"
+              onClick={handleBackgroundSuspend}
+              title="转入后台：自动确认素材/大纲、写作、编辑审核直至定稿，离开页面也不中断"
+            >
+              <CloudUpload className="size-3" />
+              后台挂起
+            </Button>
+          )}
           {/* ⏸️/▶️ "停止 / 继续" 由 ENABLE_PAUSE_RESUME_UI 控制（默认 false 隐藏）。
               后期把 flag 翻成 true 即可恢复，UI / hook 全套代码都已就位。 */}
           {ENABLE_PAUSE_RESUME_UI && isRunning && !state.isPaused && (
@@ -340,6 +407,7 @@ export function AIWritingPanel({
             selectedId={historySession?.id ?? null}
             loading={sessionsLoading}
             onSelect={handleSelectHistory}
+            onShowProgress={handleShowProgress}
             onDelete={remove}
             onRename={rename}
             onRefresh={refresh}
@@ -455,9 +523,15 @@ export function AIWritingPanel({
           />
         )}
 
-        {/* 技能检索 pending：用户点击瞬间到 awaiting 之间，始终显示 SkillStepsCard 占位
-            steps.length === 0 时 SkillStepsCard 内部会渲染骨架行，不让用户干等空白 */}
-        {state.skillSearchPending && (
+        {/* 技能检索过程实时展示：
+            ① skillSearchPending —— PAUSE-1 用户点"重新搜索/按输入追加"瞬间到 awaiting
+               之间的占位（steps 为空时 SkillStepsCard 内部渲染骨架行，不让用户干等空白）；
+            ② 首次素材收集（researching 且已有 skill_search_step）—— 让"调用了哪个技能 /
+               检索到多少条 / 检索完成"像智能体问答一样边搜边显示，而不是搜完才在素材确认
+               卡里一次性看到。素材确认（awaiting_material_confirm）时由 InterventionCard
+               接管展示同一份 steps，这里 researching 条件自动失效，不会重复。 */}
+        {(state.skillSearchPending
+          || (state.status === 'researching' && state.skillSearchSteps.length > 0)) && (
           <div className="px-4 pb-2">
             <SkillStepsCard steps={state.skillSearchSteps} inProgress />
           </div>
@@ -467,8 +541,11 @@ export function AIWritingPanel({
          state.status !== 'writing_draft' &&
          !(state.status === 'writing_outline' && (state.outlineStreamingText || state.outlineThinkingText)) &&
          !(state.status === 'reviewing' && state.streamingReviewItems.length > 0) &&
-         /* 技能检索占位卡 / 选择打字机 已经在流式展示，不再叠加 skeleton */
+         /* 技能检索占位卡 / 选择打字机 / 已流式的技能步骤 已经在展示，不再叠加 skeleton。
+            （研究阶段一旦有 skill_search_step，就改由上面的 SkillStepsCard 实时呈现进度，
+            研究词生成阶段 steps 还为空时仍走 skeleton 透传 researchProgress 文案。） */
          !state.skillSearchPending &&
+         !(state.status === 'researching' && state.skillSearchSteps.length > 0) &&
          !(state.status === 'researching' && (state.skillSelectStreamingText || state.skillSelectThinkingText)) &&
          /* 意图解析流式过程中（LLM 还在吐 JSON）不要显示 skeleton */
          !state.intentStreamingText && !state.intentThinkingText && (
@@ -524,6 +601,13 @@ export function AIWritingPanel({
         </div>
       )}
 
+      {/* 查看进度流程图弹窗：点击历史里的「挂起中」记录时打开 */}
+      <AIWritingFlowDialog
+        session={progressSession}
+        open={progressSession !== null}
+        onOpenChange={(o) => { if (!o) setProgressSession(null); }}
+      />
+
       {/* 写作参数查看弹窗 */}
       {state.request && (
         <Dialog open={reqDialogOpen} onOpenChange={setReqDialogOpen}>

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

@@ -0,0 +1,418 @@
+"use client";
+
+import {
+  BarChart3,
+  BookOpen,
+  FileText,
+  Globe2,
+  LayoutGrid,
+  Loader2,
+  Newspaper,
+  Plus,
+  Search,
+  Settings2,
+  SlidersHorizontal,
+  Sparkles,
+  TrendingUp,
+} from "lucide-react";
+import type { LucideIcon } from "lucide-react";
+import { useEffect, useMemo, 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";
+
+type TemplateVisual = {
+  Icon: LucideIcon;
+  iconClass: string;
+  accentClass: string;
+};
+
+const TEMPLATE_VISUALS: TemplateVisual[] = [
+  {
+    Icon: Globe2,
+    iconClass: "bg-blue-50 text-blue-600",
+    accentClass: "bg-blue-500",
+  },
+  {
+    Icon: Newspaper,
+    iconClass: "bg-amber-50 text-amber-600",
+    accentClass: "bg-amber-500",
+  },
+  {
+    Icon: Sparkles,
+    iconClass: "bg-violet-50 text-violet-600",
+    accentClass: "bg-violet-500",
+  },
+  {
+    Icon: TrendingUp,
+    iconClass: "bg-rose-50 text-rose-600",
+    accentClass: "bg-rose-500",
+  },
+  {
+    Icon: BookOpen,
+    iconClass: "bg-emerald-50 text-emerald-600",
+    accentClass: "bg-emerald-500",
+  },
+  {
+    Icon: BarChart3,
+    iconClass: "bg-cyan-50 text-cyan-600",
+    accentClass: "bg-cyan-500",
+  },
+];
+
+function getTemplateVisual(tpl: ResearchTemplate, index: number): TemplateVisual {
+  const text = `${tpl.name} ${tpl.description ?? ""} ${tpl.article_type_key ?? ""}`;
+  if (/网摘|网络|热点|摘/.test(text)) return TEMPLATE_VISUALS[0];
+  if (/周报|周刊|日报|月报/.test(text)) return TEMPLATE_VISUALS[1];
+  if (/要讯|资讯|快讯|简报/.test(text)) return TEMPLATE_VISUALS[2];
+  if (/行业|分析|市场|竞争/.test(text)) return TEMPLATE_VISUALS[3];
+  if (/政策|解读|法规/.test(text)) return TEMPLATE_VISUALS[4];
+  return TEMPLATE_VISUALS[index % TEMPLATE_VISUALS.length];
+}
+
+export function ResearchSidebar({
+  viewingNotebookId,
+  onOpenNotebook,
+  onOpenAllSpaces,
+}: {
+  viewingNotebookId?: number | null;
+  onOpenNotebook: (notebookId: number) => void;
+  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();
+
+  const [templateSearch, setTemplateSearch] = useState("");
+  const [createOpen, setCreateOpen] = useState(false);
+  const [name, setName] = useState("");
+  const [creating, setCreating] = useState(false);
+  const [createError, setCreateError] = useState("");
+
+  useEffect(() => {
+    void refresh();
+  }, [refresh]);
+
+  const filteredTemplates = useMemo(() => {
+    const keyword = templateSearch.trim().toLowerCase();
+    if (!keyword) return templates;
+    return templates.filter((tpl) =>
+      [tpl.name, tpl.description, tpl.article_type_key]
+        .filter(Boolean)
+        .some((value) => String(value).toLowerCase().includes(keyword)),
+    );
+  }, [templates, templateSearch]);
+
+  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);
+    }
+  };
+
+  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";
+
+    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);
+
+    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="ai-research-sidebar flex h-full w-[320px] shrink-0 flex-col overflow-hidden border-r border-slate-100 bg-white text-slate-700 shadow-[1px_0_18px_rgba(15,23,42,0.03)]">
+      <div className="flex min-h-0 flex-1 flex-col overflow-y-auto overflow-x-hidden px-3 py-4">
+        <section className="mb-5">
+          <div className="mb-3 flex items-center justify-between gap-3 px-1">
+            <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="group flex items-center gap-2 rounded-lg text-[16px] font-bold text-slate-500 transition-colors hover:text-slate-800"
+            >
+              <SlidersHorizontal className="size-4 text-slate-400" />
+              <span>研究模板</span>
+              <Settings2 className="size-3.5 text-slate-300 opacity-0 transition-opacity group-hover:opacity-100" />
+            </button>
+            <div className="relative w-[150px]">
+              <Search className="pointer-events-none absolute left-3 top-1/2 size-3.5 -translate-y-1/2 text-slate-400" />
+              <input
+                type="text"
+                value={templateSearch}
+                onChange={(event) => setTemplateSearch(event.target.value)}
+                placeholder="搜索写作模板..."
+                className="h-8 w-full rounded-lg border border-slate-200 bg-slate-50/80 pl-8 pr-3 text-[12px] text-slate-600 outline-none transition focus:border-blue-200 focus:bg-white focus:ring-2 focus:ring-blue-100"
+              />
+            </div>
+          </div>
+
+          {templates.length === 0 ? (
+            <p className="rounded-xl border border-dashed border-slate-200 px-3 py-5 text-center text-xs text-slate-400">
+              暂无研究模板，点击标题配置
+            </p>
+          ) : filteredTemplates.length === 0 ? (
+            <p className="rounded-xl border border-dashed border-slate-200 px-3 py-5 text-center text-xs text-slate-400">
+              暂无匹配模板
+            </p>
+          ) : (
+            <div className="space-y-3">
+              {filteredTemplates.map((tpl, index) => {
+                const visual = getTemplateVisual(tpl, index);
+                const Icon = visual.Icon;
+                return (
+                  <button
+                    key={tpl.id}
+                    type="button"
+                    onClick={() => handleTemplateClick(tpl)}
+                    title={tpl.description ?? tpl.name}
+                    className="group relative flex w-full items-start gap-3 overflow-hidden rounded-[5px] bg-white px-4 py-4 text-left shadow-[0_8px_24px_rgba(15,23,42,0.04)] transition-all hover:-translate-y-0.5 hover:shadow-[0_14px_30px_rgba(30,64,175,0.08)] active:translate-y-0"
+                  >
+                    <span
+                      className={cn(
+                        "flex size-12 shrink-0 items-center justify-center rounded-xl transition-colors",
+                        visual.iconClass,
+                      )}
+                    >
+                      <Icon className="size-6 stroke-[2.2]" />
+                    </span>
+                    <span className="min-w-0 flex-1 pt-0.5">
+                      <span className="block truncate text-[16px] font-bold leading-5 text-slate-900 transition-colors group-hover:text-blue-700">
+                        {tpl.name}
+                      </span>
+                      {tpl.description && (
+                        <span
+                          className="mt-1.5 overflow-hidden text-[13px] leading-6 text-slate-500"
+                          style={{
+                            display: "-webkit-box",
+                            WebkitBoxOrient: "vertical",
+                            WebkitLineClamp: 2,
+                          }}
+                        >
+                          {tpl.description}
+                        </span>
+                      )}
+                    </span>
+                    <span
+                      className={cn(
+                        "absolute bottom-4 left-0 top-4 w-1 rounded-r-full opacity-0 transition-opacity group-hover:opacity-100",
+                        visual.accentClass,
+                      )}
+                    />
+                  </button>
+                );
+              })}
+            </div>
+          )}
+        </section>
+
+        <section className="flex min-h-0 flex-1 flex-col border-t border-slate-100 pt-5">
+          <div className="mb-3 flex items-center justify-between px-2">
+            <h2 className="text-[15px] font-bold tracking-wide text-slate-400">
+              笔记本
+            </h2>
+            <button
+              type="button"
+              onClick={() => {
+                setName("");
+                setCreateError("");
+                setCreateOpen(true);
+              }}
+              title="新建写作空间"
+              aria-label="新建写作空间"
+              className="rounded-md p-1 text-slate-400 transition-colors hover:bg-rose-50 hover:text-rose-600"
+            >
+              <Plus className="size-4 stroke-[2.5]" />
+            </button>
+          </div>
+
+          <div className="min-h-0 flex-1 space-y-2 overflow-y-auto px-1 pb-3">
+            {notebooksLoading ? (
+              <p className="px-3 py-2 text-xs text-slate-400">加载中...</p>
+            ) : notebooksError ? (
+              <p className="rounded-xl bg-amber-50 px-3 py-2 text-xs leading-5 text-amber-700">
+                笔记本服务暂不可用，请检查空间服务地址或账号
+              </p>
+            ) : notebooks.length === 0 ? (
+              <p className="px-3 py-2 text-xs text-slate-400">暂无笔记本</p>
+            ) : (
+              notebooks.map((nb) => {
+                const active = viewingNotebookId === nb.id;
+                const sourceCount = Math.max(0, nb.source_count ?? 0);
+                return (
+                  <button
+                    key={nb.id}
+                    type="button"
+                    onClick={() => onOpenNotebook(nb.id)}
+                    title={nb.description || nb.name}
+                    className={cn(
+                      "group relative flex min-h-14 w-full items-center gap-3 rounded-xl border bg-white px-3 py-2 text-left transition-all",
+                      active
+                        ? "border-rose-100 bg-rose-50/35 text-slate-900 shadow-[0_6px_18px_rgba(244,63,94,0.06)]"
+                        : "border-slate-100/80 text-slate-600 hover:border-slate-200 hover:bg-slate-50/70",
+                    )}
+                  >
+                    {active && (
+                      <span className="absolute bottom-4 left-0 top-4 w-1 rounded-r-full bg-rose-500" />
+                    )}
+                    <span
+                      className={cn(
+                        "flex size-8 shrink-0 items-center justify-center rounded-lg",
+                        active ? "bg-rose-50 text-rose-600" : "bg-slate-100 text-slate-500",
+                      )}
+                    >
+                      <BookOpen className="size-4 stroke-[2.2]" />
+                    </span>
+                    <span className="min-w-0 flex-1">
+                      <span className="block truncate text-[15px] font-medium leading-5">
+                        {nb.name}
+                      </span>
+                      {sourceCount > 0 && (
+                        <span className="mt-1 flex items-center gap-1 text-[11px] text-slate-400">
+                          <FileText className="size-3" />
+                          已有 {sourceCount} 篇排版
+                        </span>
+                      )}
+                    </span>
+                    {sourceCount > 0 && (
+                      <span
+                        className={cn(
+                          "flex size-7 shrink-0 items-center justify-center rounded-full border text-[12px] font-semibold",
+                          active
+                            ? "border-rose-100 bg-rose-50 text-rose-600"
+                            : "border-slate-100 bg-slate-50 text-slate-400",
+                        )}
+                      >
+                        {sourceCount}
+                      </span>
+                    )}
+                  </button>
+                );
+              })
+            )}
+          </div>
+
+          <div className="border-t border-slate-100 px-1 pt-3">
+            <button
+              type="button"
+              onClick={onOpenAllSpaces}
+              className="flex w-full items-center gap-3 rounded-xl px-3 py-3 text-left text-[14px] font-bold text-slate-700 transition-colors hover:bg-slate-50 hover:text-slate-950"
+            >
+              <LayoutGrid className="size-4 text-rose-500 stroke-[2.3]" />
+              <span>所有空间</span>
+            </button>
+          </div>
+        </section>
+      </div>
+
+      <Dialog open={createOpen} onOpenChange={(v) => !creating && setCreateOpen(v)}>
+        <DialogContent className="sm:max-w-md">
+          <DialogHeader>
+            <DialogTitle>新建空间</DialogTitle>
+          </DialogHeader>
+          <div className="flex flex-col gap-4 pt-2">
+            <input
+              autoFocus
+              value={name}
+              onChange={(e) => setName(e.target.value)}
+              onKeyDown={(e) => {
+                if (e.key === "Enter") void handleCreate();
+              }}
+              placeholder="空间名称"
+              disabled={creating}
+              className="w-full rounded-lg border border-border bg-background px-3 py-2 text-sm outline-none focus:ring-2 focus:ring-primary disabled:opacity-50"
+            />
+            {createError && <p className="text-xs text-destructive">{createError}</p>}
+            <div className="flex justify-end gap-2">
+              <Button
+                variant="outline"
+                size="sm"
+                disabled={creating}
+                onClick={() => setCreateOpen(false)}
+              >
+                取消
+              </Button>
+              <Button
+                size="sm"
+                disabled={!name.trim() || creating}
+                onClick={() => void handleCreate()}
+              >
+                {creating ? <Loader2 className="size-4 animate-spin" /> : "创建"}
+              </Button>
+            </div>
+          </div>
+        </DialogContent>
+      </Dialog>
+    </aside>
+  );
+}

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

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

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

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

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

@@ -15,6 +15,11 @@ import {
 import { useStream } from '@langchain/langgraph-sdk/react';
 
 import { getAPIClient } from '@/core/api';
+import {
+  getStreamErrorMessage,
+  isThreadNotAccessibleError,
+  notifyThreadAccessChangedAndReload,
+} from '@/core/threads/thread-access-error';
 
 import { useCanvasGraphContext } from '../contexts/CanvasGraphContext';
 import { saveAIWritingTranscript } from '../api/ai-writing-sessions';
@@ -186,10 +191,18 @@ const AIWritingStreamHost = memo(function AIWritingStreamHost({
     },
     onError(err: unknown) {
       eventBatcherRef.current?.cancel();
-      dispatchRef.current?.({
-        type: 'set_error',
-        message: err instanceof Error ? err.message : String(err),
-      });
+      const message = getStreamErrorMessage(err);
+      // A "thread not accessible/not found" 404 almost always means the writing
+      // thread belongs to a previous login session — the user switched accounts
+      // (or this tab outlived a re-login), so the current account legitimately
+      // can't access the old thread. Instead of dumping the raw HTTP 404 into
+      // the panel, re-frame it around the current identity and reload — same UX
+      // the chat stream gives (see core/threads/hooks.ts).
+      if (isThreadNotAccessibleError(message)) {
+        notifyThreadAccessChangedAndReload();
+        return;
+      }
+      dispatchRef.current?.({ type: 'set_error', message });
     },
     onFinish(finishState) {
       eventBatcherRef.current?.cancel();
@@ -291,7 +304,12 @@ export function AIWritingProvider({ children }: { children: ReactNode }) {
         },
       );
     } catch (err) {
-      dispatch({ type: 'set_error', message: err instanceof Error ? err.message : String(err) });
+      const message = getStreamErrorMessage(err);
+      if (isThreadNotAccessibleError(message)) {
+        notifyThreadAccessChangedAndReload();
+        return;
+      }
+      dispatch({ type: 'set_error', message });
     }
   }, [state.status]);
 
@@ -367,12 +385,24 @@ export function AIWritingProvider({ children }: { children: ReactNode }) {
     dispatch({ type: 'intervention_submitted', record, nextStatus, pendingRevisionContext });
 
     try {
+      // resume 是新 invocation，其 config 默认不带最初的 model_name；而写作/审核节点
+      // 在 resume 后才运行，若首轮 intent 未把模型存进 state（历史会话 / 捕获为空），
+      // 后端就只能回退默认模型。这里把表单选定的模型随每次 resume 一并回传，
+      // 让后端（get_writing_model / resolve_agent_model_name 的 configurable 兜底）
+      // 始终用上用户真正选的模型。
+      const resumeModelName = state.request?.modelName;
       await stream.submit(undefined, {
         command: { resume: resumePayload },
         streamMode: ['values', 'updates', 'custom', 'messages-tuple'],
+        ...(resumeModelName ? { config: { configurable: { model_name: resumeModelName } } } : {}),
       });
     } catch (err) {
-      dispatch({ type: 'set_error', message: err instanceof Error ? err.message : String(err) });
+      const message = getStreamErrorMessage(err);
+      if (isThreadNotAccessibleError(message)) {
+        notifyThreadAccessChangedAndReload();
+        return;
+      }
+      dispatch({ type: 'set_error', message });
     }
   }, [state.sessionId, state.currentPause, state.materials, state.outline,
   state.currentDraftTitle, state.currentDraftMarkdown, state.reviewResult,

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/useAIWritingStream.ts

@@ -395,7 +395,7 @@ function handleEvent(prev: AIWritingState, event: ProgressEvent): AIWritingState
 
 // ── snake_case ↔ camelCase 归一化（custom 通道事件 + interrupt payload） ──────
 
-function normalizeMaterial(m: Record<string, unknown>): AIMaterial {
+export function normalizeMaterial(m: Record<string, unknown>): AIMaterial {
   const extra = (m.extra_metadata ?? m.extraMetadata) as Record<string, unknown> | undefined;
   return {
     id: String(m.id ?? ''),
@@ -430,7 +430,7 @@ function normalizeOutlineSection(s: Record<string, unknown>) {
   };
 }
 
-function normalizeOutline(o: unknown): AIOutline | null {
+export function normalizeOutline(o: unknown): AIOutline | null {
   if (!o || typeof o !== 'object') return null;
   const obj = o as Record<string, unknown>;
   return {
@@ -449,7 +449,7 @@ function normalizeReviewIssue(i: Record<string, unknown>): ReviewIssue {
   };
 }
 
-function normalizeReviewResult(r: unknown): ReviewResult | null {
+export function normalizeReviewResult(r: unknown): ReviewResult | null {
   if (!r || typeof r !== 'object') return null;
   const o = r as Record<string, unknown>;
   return {
@@ -472,8 +472,12 @@ function normalizeBlockedSection(b: Record<string, unknown>): BlockedSection {
   };
 }
 
-/** 把后端节点 ``progress_events`` 数组里的一条 dict 翻译成前端 ProgressEvent。 */
-function normalizeProgressDict(parsed: Record<string, unknown>, sessionId: string): ProgressEvent {
+/** 把后端节点 ``progress_events`` 数组里的一条 dict 翻译成前端 ProgressEvent。
+ *
+ * 幂等：对已是 camelCase 的前端事件再跑一遍基本不变（snake_case 键不存在即跳过），
+ * 所以历史回显时可无脑对**整条** transcript 跑一遍——既归一后台存的 raw 事件，又
+ * 不破坏前端实时存的事件。 */
+export function normalizeProgressDict(parsed: Record<string, unknown>, sessionId: string): ProgressEvent {
   const out: Record<string, unknown> = { ...parsed, sessionId };
 
   if ('agent_name' in out) out.agentName = out.agent_name;

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

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

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

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