deerflow-code/AGENTS.md

# AGENTS.md

This file provides guidance to Codex (Codex.ai/code) when working with code in this repository.

## Project Overview

This is a customized offline deployment of **DeerFlow** — a LangGraph-based AI super agent platform. The repo contains two sub-projects:

- `offline-backend-20260512/backend/` — Python backend (FastAPI Gateway + LangGraph agent runtime)
- `frontend-web/` — Vite + React 19 frontend (TypeScript, pnpm)

Managed together via shell scripts in `scripts/`.

## Commands

### Full Application (from repo root)

```bash
./scripts/start-all.sh    # Start backend + frontend as background daemons
./scripts/stop-all.sh     # Stop both
./scripts/restart-all.sh  # Restart both
./scripts/status.sh       # Check running status
```

Logs and PID files are written to `.runtime/logs/` and `.runtime/pids/`.

### Backend Only (from `offline-backend-20260512/backend/`)

```bash
make install    # Install Python dependencies (uv)
make dev        # Run Gateway API with hot-reload on port 8001
make gateway    # Run Gateway API without reload
make test       # Run all tests: PYTHONPATH=. uv run pytest tests/ -v
make lint       # Lint with ruff
make format     # Format with ruff
```

Run a single test file:
```bash
PYTHONPATH=. uv run pytest tests/test_<feature>.py -v
```

### Frontend Only (from `frontend-web/`)

```bash
pnpm install    # Install dependencies
pnpm dev        # Start Vite dev server on port 5174
pnpm build      # Production build
pnpm typecheck  # TypeScript type checking (tsc --noEmit)
```

## Service Ports

| Service | Port | Notes |
|---------|------|-------|
| Backend (Gateway API) | 8001 | FastAPI + LangGraph runtime |
| Frontend (Vite) | 5174 | React SPA |

Frontend connects to backend via env vars `VITE_BACKEND_BASE_URL` and `VITE_LANGGRAPH_BASE_URL` (injected by `scripts/start-frontend.sh`).

## Architecture

### Backend

The backend (`offline-backend-20260512/backend/`) is split into two layers:

- **`packages/harness/deerflow/`** — publishable agent framework (`deerflow.*` imports): LangGraph lead agent, middleware chain, sandbox, tools, MCP, memory, models, skills. **Never imports from `app.*`.**
- **`app/`** — application layer (`app.*` imports): FastAPI Gateway routers, IM channel integrations (Feishu, Slack, Telegram, DingTalk).

The **Lead Agent** (`deerflow/agents/lead_agent/`) is the single LangGraph graph entry point. It wraps a middleware chain (~18 middlewares assembled in strict order) around LLM calls, handling: thread isolation, sandbox lifecycle, uploads, memory, plan mode, vision, subagent delegation, and loop detection.

**Middleware order matters** — middlewares are appended in a fixed sequence; `ClarificationMiddleware` must always be last. See `offline-backend-20260512/backend/AGENTS.md` for the full ordered list.

**Harness → App import firewall** is enforced by `tests/test_harness_boundary.py` (runs in CI).

### Frontend

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)
- **AI 写作·对话版（对话驱动写作台）**: a **parallel new entry** beside the classic AI-writing page (classic page/routes untouched) — route `/page/canvas/ai-writing-chat`, sidebar 「问答管理 → 课题研究(对话版)」. Page `open-canvas/pages/AIWritingChatPage.tsx` reuses the engine (`AIWritingContext` + `useStream` + `AIWritingDraftPanel`); **idle keeps the classic setup layout** (`WritingSetupChat` + collapsible form) and switches to the chat workbench once writing starts; left panel `components/ai-writing-chat/WritingChatPanel.tsx` = **unified chronological feed** (`ChatFlowTimeline.tsx`, chat bubbles anchor-interleaved into the progress timeline so triggered events render below the user's message) + button-only intervention cards (`ChatInterventionCards.tsx`, inline textareas removed) + bottom unified smart composer. Intent resolution: frontend fast path + `POST /api/ai-writing/sessions/{id}/intent` → `deerflow/agents/ai_writing/intent_router.py` (per-pause action whitelist, high-cost confidence gates, payload cleaning); supports QA bypass, clarify follow-ups, control intents, and material-stage auto re-search + pending-intent resume. Tests `tests/test_ai_writing_intent.py`; plan doc `frontend-web/docs/ai-writing-对话驱动写作台-实现方案.md`.
- **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). **简介模式** uses a separate overlay: every compact workspace menu item can be placed in `sidebar`（左侧菜单）、`settings`（设置和更多）or `toolbox`（右侧工具箱）; `CompactToolbox` (`components/workspace/compact-toolbox.tsx`, mounted by `PageRoutes.tsx`) opens only when the square right-edge trigger is clicked, then slides a compact, content-height right-side drawer over a backdrop above global dropdowns; configured items render top-to-bottom as centered square cards with a large icon above the label while the effective layout is compact. `/api/compact-menu-overrides` stores two independent sets (type `A` / `B`); each website picks one via `runtime-config.js` `VITE_COMPACT_MENU_TYPE`.
- **舆情分析智能体（前端虚拟智能体）**: 智能体管理页新增「舆情分析」类型 tab，固定一张虚拟智能体卡片（名称/简介可编辑，存 localStorage）。对话页 `pages/SentimentAgentChatPage.tsx`（路由 `agents/sentiment-analysis/chats/:thread_id`）复用普通问答布局 + `MessageList`，**输入框只有发送按钮**；问答经 Gateway `POST /api/sentiment-agent/stream` 转发外部 AG-UI 网关（不经过 LangGraph），会话仅存 sessionStorage。接口地址 + Basic Auth 在 `runtime-config.js` 配置（`VITE_SENTIMENT_AGENT_API_URL` / `_AUTH_USERNAME` / `_AUTH_PASSWORD`）并随请求传给后台；后台按传入地址转发、关闭 TLS 校验，失败时把完整错误回传。核心模块 `src/core/sentiment-agent/`。
- **简洁模式用户引导 (Compact-mode onboarding tour)**: 简洁模式（外观设置的「全量/简洁」= compact，无全局导航栏 + 页面侧边栏）新增 TDesign React `Guide` 组件驱动的分步引导。组件 `components/workspace/compact-mode-guide.tsx`（挂在 `ChatPage`）：9 步 —— 欢迎弹窗（dialog 模式）→ 左侧功能导航 → 聊天记录 → 设置和更多 → 换肤 → 界面模式（切回全量）→ 常用提示词栏 → 提示词管理弹窗 → 输入框；高亮目标由各组件上的 `data-compact-guide` 标记定位（`workspace-nav-chat-list` / `recent-chat-list` / `workspace-nav-menu` / `appearance-controls` / `custom-prompt-menu.tsx` 的 `CustomPromptBar`（提示词栏，仅新对话落地态渲染）与其 `ManagePromptsDialog`（`prompt-dialog` 锚点）/ ChatPage 输入框容器），**启动时按目标是否存在过滤步骤**（如新用户无聊天记录、侧栏收起时自动剔除该步 —— Guide 对缺失元素会抛错，不能盲传）。**提示词管理弹窗步骤是动态目标**：弹窗平时不渲染，引导切到该步前先广播 `PROMPT_DIALOG_GUIDE_EVENT`（`custom-prompt-menu.tsx` 导出）让 `CustomPromptBar` 打开 `ManagePromptsDialog` 并**接管**（`owner: true` 期间 ESC/点遮罩不关闭，防止高亮目标消失导致 Guide 报错），轮询锚点真正挂载后才切步；离开该步 / 跳过 / 完成 / 中途卸载时以 `owner: false` 收回弹窗，4 秒打不开则跳过该步防卡死。**TDesign Guide × Radix 模态互操作**：Radix 模态弹窗打开时会把 `body` 置 `pointer-events:none`（滚动锁定），Guide 直接挂在 body 下的遮罩/高亮/弹层会一并继承失活（引导按钮点不动），`styles/tdesign-theme.css` 末尾对 `.t-guide__overlay/__highlight/__popup/__wrapper` 显式 `pointer-events:auto` 兜底。触发：① 自动 —— 简洁模式新对话落地页自动演示，直到用户显式点「完成」或「跳过」才写 localStorage `deerflow.compact-guide-finished` 记忆（浏览器级）；**中途刷新/离开不记忆，下次进入还会再演示**。② 手动 —— 「设置和更多」下拉新增「界面使用引导」（该下拉仅存在于简洁模式工作区侧栏 footer）：已在问答页时广播 `compact-guide:start` 窗口事件直接启动，否则写 sessionStorage 请求并导航 `/chats/new` 由挂载的引导消费（消费在定时器真正启动时才执行，规避 StrictMode effect 双跑吞请求）。`eligible` 排除 embed=1 / hideChrome=1 / chats_iframe / FORCE_COLLAPSED_SIDEBAR（无界）等同样无全局 chrome 的特殊环境；启动延迟 800ms 等侧栏宽度过渡稳定后再测量高亮框。
- **智能体使用引导 (Agent onboarding tour, 三段式)**: 智能体「浏览管理 → 创建与配置 → 发起问答」全流程分步引导，组件 `components/workspace/agents/agent-guide.tsx`（同一 TDesign `Guide` 封装模式，与简洁模式引导共享记忆语义：**仅显式点「完成/跳过」才写 localStorage** `deerflow.agent-guide.<stage>.finished`，中途刷新/离开不记忆）。三段各自挂载、各自记忆：① `list`（`agent-gallery.tsx`，/page/workspace/agents）——分区 Tabs、搜索排序、智能体卡片操作、右上「创建智能体」按钮；最后一步按钮文案改为「去创建智能体 →」，点完成即 `router.push` 到创建页衔接下一段；② `create`（`NewAgentPage.tsx`，/page/workspace/agents/new）——左侧对话式创建输入区、基本信息、运行模型+入库模板名、知识空间、SOUL.md、技能穿梭框、保存按钮（9 步）；③ `chat`（`AgentChatPage.tsx`，agents/:id/chats）——左栏切换与历史、常用问题 chips、输入框（落地态/会话态两个挂点同一 `chat-input` 标记）、右侧详情面板；`eligible` 限定普通智能体对话页（`showAgentList && !isEmbedded && !taskCtxOn`，即排除通用问答原地嵌入与任务深链工作区），三段共用 `isAgentGuideEnvironment()` 排除 embed/hideChrome/无界环境。高亮锚点 `data-agent-guide`：列表页 `tabs`/`search`/`agent-card`（卡片+列表两种布局的根元素）/`new-agent-btn`，创建页 `create-chat-input`/`create-basic`/`create-model`/`create-knowledge`/`create-soul`/`create-skills`/`create-save-btn`，对话页 `chat-sidebar`/`chat-questions`/`chat-input`/`chat-detail`；同样**启动时按目标存在性过滤步骤**（新用户无卡片/无预设问题时自动剔除）。手动重放：三个页面头部各有「使用引导」按钮（列表页创建按钮左侧、创建页 header 右侧、对话页 header），广播 `agent-guide:start:<stage>` 窗口事件强制重放（忽略已看过记忆）。
- **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.
- **技能地址管理 (Skill Address Management, admin-only)**: 扫描运行中的技能（`skills/{public,custom}` 下所有 `.md`/`.py`）里的 **http(s) URL 与 IP/IP:端口**，按唯一地址聚合全部出现位置（跨 .md/.py），支持**批量替换**（如把 UAT 地址一次性改成生产）。主体抽成可复用组件 `SkillAddressesPanel`（`pages/SkillAddressesPage.tsx` 导出，默认导出 `SkillAddressesPage` 仍保留旧路由 `/page/strategy/admin/skill-addresses` 作直链回退），**作为「技能地址管理」标签页嵌入管理员「技能管理」页 `pages/AdminSkillsPage.tsx`**（该页加 Tabs：「技能列表」+「技能地址管理」；入口在「设置和更多」下拉的「技能管理」`workspace-nav-menu.tsx` → `/page/workspace/admin/skills`，不再单列于 `components/page-sidebar.tsx` 左下角设置下拉）：打开自动扫描并带**进度条**（扫描逐技能 / 应用逐文件 X/N，应对 150+ 技能），URL/IP 类型过滤 + 搜索 + 「片段批量套用」（如所有 `uat.4.cn` → `prod.4.cn`）、每地址「替换为」输入框（可展开看 `file:line` 片段）、内联**预览**、**应用**、**多关键词检索**（空格分隔全部命中），以及**修改记录**面板——每次应用生成一条记录（显示时间/改了哪些地址 from→to/文件数/处数），可**针对单次记录回退**（二次确认）。client + NDJSON 流式解析在 `strategy-components/api/skill-addresses.ts`。后端 `/api/skill-addresses`（**仅管理员**）：所有文件 IO 走 `asyncio.to_thread` 不阻塞事件循环；`GET /scan`(+`/scan/stream`)、`POST /preview`、`POST /apply`(+`/apply/stream`)、`GET /backups`、`POST /rollback/{id}`；**子串安全替换**（基于 token span，不会误伤子串）、`expected_total` 乐观锁（409）、写前自动磁盘备份到 `{skills_root}/.address-edits/`（同时写一份 `{id}.manifest.json` 记录本次替换明细，供修改记录展示）、应用后刷新技能系统提示缓存。纯引擎 `deerflow/skills/address_scan.py`，router `app/gateway/routers/skill_addresses.py`，tests `tests/test_skill_addresses.py`。范围仅运行中技能，不动 `deploy/minimal/skills/`。
- **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). **`host`（宿主路由）** asks the embedding parent to navigate: `runTaskButton` sends `window.parent.postMessage({ type:'HOST_NAVIGATE', path, queryParams:{ [idParam]: Number(taskId) } }, hostOrigin)` — `target` is the host route, `appendTaskId`/`idParam` become numeric `queryParams` (task id only), origin from `runtime-config.js` `VITE_HOST_NAVIGATE_ORIGIN` (else ancestorOrigins/referrer; never `*`). **`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). **xdfx additionally partitions its chat records by 行动id (action_id), NOT by task_id**: `resolveTaskDeeplinkTarget` sets `partitionByAction:true` + keeps the raw action_id as `TaskContext.actionId`, so new threads are tagged `metadata.{taskId,actionId}` (taskId kept only to preserve the backend「任务深链对话全局共享」semantics, which keys off `metadata.taskId`) and the conversation list filters by `actionId` (+`agent_id`) — different actions of the same task get separate lists. xdfx's first-question opening text also appends `行动id（action_id）为…` (see `buildOpeningText` / `taskThreadMetadata`). 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, actionId?)` — filtered by **both** `metadata.taskId` AND `metadata.agent_id` so the three businesses' conversations stay isolated even though they share one taskId; **xdfx** passes a third `actionId` so it filters by `metadata.actionId` too, partitioning chat records per 行动 — `useChatsBase` derives it from `TaskContext.partitionByAction`) + 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 businesses send it via the gate's 开始问答 instead). **rwfx auto-starts the first Q&A when the 任务目的 query returns empty** (`TaskPurposePanel autoStartWhenEmpty`, threaded from the rwfx `TaskFxChat` only). The 目的树闸门 (`TaskPurposePanel`) defaults **collapsed** and now keeps only 弹框查看 + 开始问答; the former jump buttons (编辑/下一步/3q详情/切换三情/弹框查看) all moved to the **configurable bottom 快捷跳转 bar** (`TaskJumpBar`, red 红底白字 buttons, right-aligned) driven by 按钮管理 — see the 按钮管理 bullet. `TaskPurposeDialog` (exported from `TaskPurposePanel`) backs both the gate zoom and the bottom bar's `purpose`-type button. `chatBasePath` keeps the post-send URL rewrite + new-chat button in the task-management context. Backend config `task_deeplink` (`config.yaml`, surfaced by `GET /api/public/config/task-deeplink`, mirrored in `core/auth/task-deeplink-config.ts`) adds `action_test`/`action_detail_url`/`detail_3q_url` + `mock.action_detail`. Any failure (no consumer URL / fetch error / unmapped goPath / unresolvable action id / no configured agent) silently falls back to the default home. Helpers: `core/auth/task-deeplink.ts`, `core/auth/task-purpose.ts`, `core/auth/task-deeplink-config.ts`, `core/threads/use-task-threads.ts`.
- **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

Backend config lives in `offline-backend-20260512/backend/config.yaml`. Values starting with `$` resolve as environment variables (e.g., `$OPENAI_API_KEY`). MCP servers and skills are configured in `extensions_config.json` in the same directory.

## Detailed Backend Reference

The backend has its own comprehensive documentation at:
- `offline-backend-20260512/backend/AGENTS.md` — architecture, middleware chain, all API routes, config schema, sandbox/memory/subagent systems
- `offline-backend-20260512/backend/README.md` — setup guide, technology stack