feat: 重构资料包模型与会话绑定主链路

apps/audit/migrations/0003_notificationrecord_agentauditlog_batch_id_and_more.py

@@ -0,0 +1,62 @@
+# Generated by Django 5.2.14 on 2026-06-03 16:39
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("audit", "0002_demobusinessrecord"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="NotificationRecord",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("batch_id", models.CharField(db_index=True, max_length=64)),
+                ("conversation_id", models.CharField(db_index=True, max_length=64)),
+                (
+                    "product_name",
+                    models.CharField(blank=True, db_index=True, max_length=255),
+                ),
+                ("trigger_source", models.CharField(blank=True, max_length=64)),
+                ("notify_reason", models.CharField(db_index=True, max_length=32)),
+                ("owner_role", models.CharField(blank=True, max_length=100)),
+                ("feishu_user_id", models.CharField(blank=True, max_length=100)),
+                (
+                    "message_status",
+                    models.CharField(db_index=True, default="pending", max_length=32),
+                ),
+                ("web_detail_url", models.URLField(blank=True)),
+                ("receipt", models.JSONField(blank=True, default=dict)),
+                ("created_at", models.DateTimeField(auto_now_add=True, db_index=True)),
+            ],
+            options={
+                "ordering": ["-created_at"],
+            },
+        ),
+        migrations.AddField(
+            model_name="agentauditlog",
+            name="batch_id",
+            field=models.CharField(blank=True, db_index=True, max_length=64),
+        ),
+        migrations.AddField(
+            model_name="agentauditlog",
+            name="conversation_id",
+            field=models.CharField(blank=True, db_index=True, max_length=64),
+        ),
+        migrations.AddField(
+            model_name="agentauditlog",
+            name="product_name",
+            field=models.CharField(blank=True, db_index=True, max_length=255),
+        ),
+    ]

apps/audit/models.py

@@ -16,6 +16,9 @@ class AgentAuditLog(models.Model):
 
     scenario_id = models.CharField(max_length=100, db_index=True)
     scenario_name = models.CharField(max_length=200, blank=True)
+    batch_id = models.CharField(max_length=64, blank=True, db_index=True)
+    conversation_id = models.CharField(max_length=64, blank=True, db_index=True)
+    product_name = models.CharField(max_length=255, blank=True, db_index=True)
     user_input = models.TextField()
     retrieved_chunks = models.JSONField(default=list, blank=True)
     tool_calls = models.JSONField(default=list, blank=True)
@@ -66,3 +69,33 @@ class DemoBusinessRecord(models.Model):
 
     def __str__(self) -> str:
         return self.title
+
+
+class NotificationRecord(models.Model):
+    """
+    飞书通知留痕。
+
+    首版只保存离线通知载荷与结果状态，不直接依赖真实飞书网络。
+    """
+
+    STATUS_PENDING = "pending"
+    STATUS_SENT = "sent"
+    STATUS_FAILED = "failed"
+
+    batch_id = models.CharField(max_length=64, db_index=True)
+    conversation_id = models.CharField(max_length=64, db_index=True)
+    product_name = models.CharField(max_length=255, blank=True, db_index=True)
+    trigger_source = models.CharField(max_length=64, blank=True)
+    notify_reason = models.CharField(max_length=32, db_index=True)
+    owner_role = models.CharField(max_length=100, blank=True)
+    feishu_user_id = models.CharField(max_length=100, blank=True)
+    message_status = models.CharField(max_length=32, default=STATUS_PENDING, db_index=True)
+    web_detail_url = models.URLField(blank=True)
+    receipt = models.JSONField(default=dict, blank=True)
+    created_at = models.DateTimeField(auto_now_add=True, db_index=True)
+
+    class Meta:
+        ordering = ["-created_at"]
+
+    def __str__(self) -> str:
+        return f"{self.notify_reason}:{self.batch_id}"

apps/audit/services.py

@@ -8,6 +8,9 @@ def create_audit_log(
     scenario_name: str,
     user_input: str,
     agent_result: AgentResult,
+    batch_id: str = "",
+    conversation_id: str = "",
+    product_name: str = "",
 ) -> AgentAuditLog:
     """
     将一次 Agent 执行结果落库为审计日志。
@@ -20,6 +23,9 @@ def create_audit_log(
     return AgentAuditLog.objects.create(
         scenario_id=scenario_id,
         scenario_name=scenario_name,
+        batch_id=batch_id,
+        conversation_id=conversation_id,
+        product_name=product_name,
         user_input=user_input,
         retrieved_chunks=agent_result.references,
         tool_calls=agent_result.tool_calls,

apps/chat/migrations/0001_initial.py

@@ -0,0 +1,52 @@
+# Generated by Django 5.2.14 on 2026-06-03 16:39
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    initial = True
+
+    dependencies = []
+
+    operations = [
+        migrations.CreateModel(
+            name="Conversation",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                (
+                    "conversation_id",
+                    models.CharField(db_index=True, max_length=64, unique=True),
+                ),
+                ("title", models.CharField(max_length=255)),
+                (
+                    "product_name",
+                    models.CharField(blank=True, db_index=True, max_length=255),
+                ),
+                (
+                    "batch_id",
+                    models.CharField(blank=True, db_index=True, max_length=64),
+                ),
+                (
+                    "task_status",
+                    models.CharField(db_index=True, default="pending", max_length=32),
+                ),
+                ("node_results", models.JSONField(blank=True, default=list)),
+                ("latest_summary", models.JSONField(blank=True, default=dict)),
+                ("created_at", models.DateTimeField(auto_now_add=True, db_index=True)),
+                ("updated_at", models.DateTimeField(auto_now=True)),
+                ("last_run_at", models.DateTimeField(blank=True, null=True)),
+            ],
+            options={
+                "ordering": ["-updated_at", "-created_at"],
+            },
+        ),
+    ]

apps/chat/models.py

@@ -0,0 +1,34 @@
+from django.db import models
+
+
+class Conversation(models.Model):
+    """
+    审核智能体会话主对象。
+
+    会话与资料包一一绑定，标题默认使用解析出的产品名称，
+    节点结果使用 JSON 挂载，便于页面按节点展示。
+    """
+
+    STATUS_PENDING = "pending"
+    STATUS_PROCESSING = "processing"
+    STATUS_COMPLETED = "completed"
+    STATUS_REVIEW_REQUIRED = "review_required"
+    STATUS_BLOCKED = "blocked"
+    STATUS_FAILED = "failed"
+
+    conversation_id = models.CharField(max_length=64, unique=True, db_index=True)
+    title = models.CharField(max_length=255)
+    product_name = models.CharField(max_length=255, blank=True, db_index=True)
+    batch_id = models.CharField(max_length=64, blank=True, db_index=True)
+    task_status = models.CharField(max_length=32, default=STATUS_PENDING, db_index=True)
+    node_results = models.JSONField(default=list, blank=True)
+    latest_summary = models.JSONField(default=dict, blank=True)
+    created_at = models.DateTimeField(auto_now_add=True, db_index=True)
+    updated_at = models.DateTimeField(auto_now=True)
+    last_run_at = models.DateTimeField(null=True, blank=True)
+
+    class Meta:
+        ordering = ["-updated_at", "-created_at"]
+
+    def __str__(self) -> str:
+        return self.title

apps/chat/services.py

@@ -0,0 +1,26 @@
+from .models import Conversation
+
+
+def create_conversation_for_batch(batch_id: str, product_name: str) -> Conversation:
+    """
+    为资料包创建主会话。
+
+    会话标题固定优先使用解析出的产品名称，
+    缺失时回退到批次号，确保前台始终有稳定标题。
+    """
+    conversation = Conversation.objects.create(
+        conversation_id=_generate_conversation_id(),
+        title=product_name or f"未命名资料包-{batch_id}",
+        product_name=product_name,
+        batch_id=batch_id,
+        task_status=Conversation.STATUS_PENDING,
+        node_results=[
+            {"code": "package_import", "label": "资料包导入", "status": "已完成"},
+            {"code": "overview", "label": "目录汇总", "status": "处理中"},
+        ],
+    )
+    return conversation
+
+
+def _generate_conversation_id() -> str:
+    return f"conv-{Conversation.objects.count() + 1:03d}"

apps/chat/urls.py

@@ -5,7 +5,8 @@ from . import views
 
 app_name = "chat"
 
-# 当前 V1 仅保留一个场景对话入口，场景详情合并在对话页中展示。
+# 审核智能体前台以会话为中心。
 urlpatterns = [
-    path("<str:scenario_id>/", views.index, name="index"),
+    path("", views.index, name="index"),
+    path("<str:conversation_id>/", views.detail, name="detail"),
 ]

apps/chat/views.py

@@ -1,38 +1,43 @@
-from django.shortcuts import render
+from django.shortcuts import get_object_or_404, redirect, render
 
 from agent_core.orchestrator import run_agent
 from agent_core.results import AgentResult
 from apps.audit.services import create_audit_log
-from apps.documents.models import UploadedDocument
-from apps.scenarios.services import ScenarioNotFound, get_scenario
+from apps.documents.models import SubmissionBatch, UploadedDocument
+from apps.scenarios.services import get_scenario
 
 from .forms import ChatForm
+from .models import Conversation
 
 
-def index(request, scenario_id: str):
-    # View 只负责请求编排、表单校验和模板渲染。
-    # 具体 Agent 执行、审计写入和文档筛选规则分别交给独立模块处理。
-    try:
-        scenario = get_scenario(scenario_id)
-    except ScenarioNotFound:
-        return render(
-            request,
-            "chat/index.html",
-            {
-                "scenario": None,
-                "form": ChatForm(),
-                "error": "场景不存在，请返回首页检查配置。",
-            },
-            status=404,
-        )
+def index(request):
+    conversations = Conversation.objects.all()
+    if conversations.exists():
+        return redirect("chat:detail", conversation_id=conversations.first().conversation_id)
+    return render(
+        request,
+        "chat/index.html",
+        {
+            "conversation": None,
+            "conversations": [],
+            "form": ChatForm(),
+            "documents": [],
+            "result": None,
+            "audit_log": None,
+            "node_results": [],
+            "active_node": None,
+        },
+    )
 
+
+def detail(request, conversation_id: str):
+    conversation = get_object_or_404(Conversation, conversation_id=conversation_id)
+    batch = SubmissionBatch.objects.filter(batch_id=conversation.batch_id).first()
+    documents = UploadedDocument.objects.filter(batch=batch)
+    form = ChatForm(request.POST or None, documents=documents)
     result = None
     audit_log = None
-    documents = UploadedDocument.objects.filter(
-        scenario_id=scenario["id"],
-        status=UploadedDocument.STATUS_INDEXED,
-    )
-    form = ChatForm(request.POST or None, documents=documents)
+    active_node = None
     task_modes = [
         {"name": "目录汇总", "description": "汇总文件、页数、章节点和目录型文档。"},
         {"name": "完整性检查", "description": "对照法规模板检查齐套性、缺失项和错放项。"},
@@ -41,28 +46,46 @@ def index(request, scenario_id: str):
         {"name": "综合风险报告", "description": "形成高优先级问题、建议动作和责任人通知。"},
     ]
     if request.method == "POST" and form.is_valid():
+        scenario = get_scenario("document_review")
         message = form.cleaned_data["message"]
         try:
-            # 只把必要的运行选项传给 Agent Core，避免在 View 中散落模型细节。
             result = run_agent(
                 scenario,
                 message,
-                options={"document_ids": form.cleaned_data["document_ids"]},
+                options={
+                    "conversation_id": conversation.conversation_id,
+                    "batch_id": conversation.batch_id,
+                    "product_name": conversation.product_name,
+                    "document_ids": form.cleaned_data["document_ids"],
+                },
             )
         except Exception as exc:
             result = AgentResult(status="failed", error=str(exc), answer="")
-        audit_log = create_audit_log(scenario["id"], scenario["name"], message, result)
+        audit_log = create_audit_log(
+            "document_review",
+            "注册审核智能体",
+            message,
+            result,
+            batch_id=conversation.batch_id,
+            conversation_id=conversation.conversation_id,
+            product_name=conversation.product_name,
+        )
+        active_node = "risk"
 
     return render(
         request,
         "chat/index.html",
         {
-            "scenario": scenario,
+            "conversation": conversation,
+            "conversations": Conversation.objects.all(),
+            "batch": batch,
             "form": form,
             "documents": documents,
             "document_count": documents.count(),
             "result": result,
             "audit_log": audit_log,
             "task_modes": task_modes,
+            "node_results": conversation.node_results,
+            "active_node": active_node,
         },
     )

apps/documents/migrations/0002_submissionbatch_uploadeddocument_chapter_code_and_more.py

@@ -0,0 +1,103 @@
+# Generated by Django 5.2.14 on 2026-06-03 16:39
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("documents", "0001_initial"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="SubmissionBatch",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                (
+                    "batch_id",
+                    models.CharField(db_index=True, max_length=64, unique=True),
+                ),
+                (
+                    "product_name",
+                    models.CharField(blank=True, db_index=True, max_length=255),
+                ),
+                (
+                    "workflow_type",
+                    models.CharField(default="registration", max_length=64),
+                ),
+                (
+                    "conversation_id",
+                    models.CharField(blank=True, db_index=True, max_length=64),
+                ),
+                ("file_count", models.PositiveIntegerField(default=0)),
+                ("page_count", models.PositiveIntegerField(default=0)),
+                ("chapter_summary", models.JSONField(blank=True, default=list)),
+                (
+                    "import_status",
+                    models.CharField(db_index=True, default="pending", max_length=32),
+                ),
+                ("exception_count", models.PositiveIntegerField(default=0)),
+                ("created_at", models.DateTimeField(auto_now_add=True, db_index=True)),
+                ("updated_at", models.DateTimeField(auto_now=True)),
+            ],
+            options={
+                "ordering": ["-created_at"],
+            },
+        ),
+        migrations.AddField(
+            model_name="uploadeddocument",
+            name="chapter_code",
+            field=models.CharField(blank=True, max_length=32),
+        ),
+        migrations.AddField(
+            model_name="uploadeddocument",
+            name="chapter_match_status",
+            field=models.CharField(blank=True, max_length=32),
+        ),
+        migrations.AddField(
+            model_name="uploadeddocument",
+            name="document_role",
+            field=models.CharField(blank=True, max_length=64),
+        ),
+        migrations.AddField(
+            model_name="uploadeddocument",
+            name="needs_manual_review",
+            field=models.BooleanField(default=False),
+        ),
+        migrations.AddField(
+            model_name="uploadeddocument",
+            name="page_count",
+            field=models.PositiveIntegerField(default=0),
+        ),
+        migrations.AddField(
+            model_name="uploadeddocument",
+            name="page_count_confidence",
+            field=models.CharField(blank=True, max_length=32),
+        ),
+        migrations.AddField(
+            model_name="uploadeddocument",
+            name="relative_path",
+            field=models.CharField(blank=True, max_length=500),
+        ),
+        migrations.AddField(
+            model_name="uploadeddocument",
+            name="batch",
+            field=models.ForeignKey(
+                blank=True,
+                null=True,
+                on_delete=django.db.models.deletion.CASCADE,
+                related_name="documents",
+                to="documents.submissionbatch",
+            ),
+        ),
+    ]

apps/documents/models.py

@@ -1,6 +1,48 @@
 from django.db import models
 
 
+class SubmissionBatch(models.Model):
+    """
+    资料包主对象，承接导入、会话绑定和目录汇总结果。
+
+    Documents 模块负责维护资料包与文件的关系，
+    不在模型层耦合 Agent 执行细节。
+    """
+
+    STATUS_PENDING = "pending"
+    STATUS_PROCESSING = "processing"
+    STATUS_COMPLETED = "completed"
+    STATUS_REVIEW_REQUIRED = "review_required"
+    STATUS_FAILED = "failed"
+
+    batch_id = models.CharField(max_length=64, unique=True, db_index=True)
+    product_name = models.CharField(max_length=255, blank=True, db_index=True)
+    workflow_type = models.CharField(max_length=64, default="registration")
+    conversation_id = models.CharField(max_length=64, blank=True, db_index=True)
+    file_count = models.PositiveIntegerField(default=0)
+    page_count = models.PositiveIntegerField(default=0)
+    chapter_summary = models.JSONField(default=list, blank=True)
+    import_status = models.CharField(max_length=32, default=STATUS_PENDING, db_index=True)
+    exception_count = models.PositiveIntegerField(default=0)
+    created_at = models.DateTimeField(auto_now_add=True, db_index=True)
+    updated_at = models.DateTimeField(auto_now=True)
+
+    class Meta:
+        ordering = ["-created_at"]
+
+    def __str__(self) -> str:
+        return self.product_name or self.batch_id
+
+    def get_import_status_display_text(self) -> str:
+        return {
+            self.STATUS_PENDING: "待导入",
+            self.STATUS_PROCESSING: "处理中",
+            self.STATUS_COMPLETED: "已完成",
+            self.STATUS_REVIEW_REQUIRED: "待复核",
+            self.STATUS_FAILED: "失败",
+        }.get(self.import_status, self.import_status)
+
+
 class UploadedDocument(models.Model):
     """
     保存用户上传文档的元数据和入库状态。
@@ -13,11 +55,25 @@ class UploadedDocument(models.Model):
     STATUS_INDEXED = "indexed"
     STATUS_FAILED = "failed"
 
+    batch = models.ForeignKey(
+        SubmissionBatch,
+        related_name="documents",
+        null=True,
+        blank=True,
+        on_delete=models.CASCADE,
+    )
     scenario_id = models.CharField(max_length=100, db_index=True)
     original_name = models.CharField(max_length=255)
     file = models.FileField(upload_to="documents/%Y%m%d/")
     file_type = models.CharField(max_length=20)
     size = models.PositiveIntegerField(default=0)
+    relative_path = models.CharField(max_length=500, blank=True)
+    chapter_code = models.CharField(max_length=32, blank=True)
+    document_role = models.CharField(max_length=64, blank=True)
+    page_count = models.PositiveIntegerField(default=0)
+    page_count_confidence = models.CharField(max_length=32, blank=True)
+    chapter_match_status = models.CharField(max_length=32, blank=True)
+    needs_manual_review = models.BooleanField(default=False)
     status = models.CharField(max_length=20, default=STATUS_UPLOADED, db_index=True)
     error_message = models.TextField(blank=True)
     created_at = models.DateTimeField(auto_now_add=True)

apps/documents/services.py

@@ -4,11 +4,12 @@ import xml.etree.ElementTree as ET
 from zipfile import BadZipFile, ZipFile
 
 from agent_core.rag.ingest import ingest_document
+from apps.chat.services import create_conversation_for_batch
 
-from .models import UploadedDocument
+from .models import SubmissionBatch, UploadedDocument
 
 
-def create_uploaded_document(scenario_id: str, uploaded_file) -> UploadedDocument:
+def create_uploaded_document(scenario_id: str, uploaded_file, batch: SubmissionBatch | None = None) -> UploadedDocument:
     """
     保存上传文件的元数据记录。
 
@@ -17,15 +18,116 @@ def create_uploaded_document(scenario_id: str, uploaded_file) -> UploadedDocumen
     """
     extension = _detect_extension(uploaded_file.name)
     return UploadedDocument.objects.create(
+        batch=batch,
         scenario_id=scenario_id,
         original_name=uploaded_file.name,
         file=uploaded_file,
         file_type=extension,
         size=uploaded_file.size,
+        relative_path=uploaded_file.name,
         status=UploadedDocument.STATUS_UPLOADED,
     )
 
 
+def import_submission_batch(scenario_id: str, uploaded_files: list) -> dict:
+    """
+    导入资料包并建立批次、文档、目录汇总和主会话。
+
+    当前实现保持离线稳定，重点保证：
+    - 资料包记录可落库
+    - 产品名称可解析
+    - 会话可自动绑定
+    - 可直接产出 overview report
+    """
+    batch = SubmissionBatch.objects.create(
+        batch_id=_generate_batch_id(),
+        workflow_type="registration",
+        import_status=SubmissionBatch.STATUS_PROCESSING,
+    )
+    documents = []
+    candidates = []
+    chapter_summary = {}
+    total_pages = 0
+
+    for uploaded_file in uploaded_files:
+        document = create_uploaded_document(scenario_id, uploaded_file, batch=batch)
+        text = extract_text(document)
+        page_count = _estimate_page_count(text)
+        document.page_count = page_count
+        document.page_count_confidence = "estimated"
+        document.document_role = _detect_document_role(document.original_name)
+        document.chapter_code = _detect_chapter_code(document.original_name, text)
+        document.chapter_match_status = "matched" if document.chapter_code else "unknown"
+        document.needs_manual_review = not bool(document.chapter_code)
+        document.save(
+            update_fields=[
+                "page_count",
+                "page_count_confidence",
+                "document_role",
+                "chapter_code",
+                "chapter_match_status",
+                "needs_manual_review",
+                "updated_at",
+            ]
+        )
+        documents.append(document)
+        total_pages += page_count
+        chapter_key = document.chapter_code or "UNCLASSIFIED"
+        chapter_summary[chapter_key] = chapter_summary.get(chapter_key, 0) + 1
+        candidates.extend(_extract_product_candidates(document.original_name, text))
+
+    product_name, warnings = _select_product_name(candidates)
+    conversation = create_conversation_for_batch(batch.batch_id, product_name)
+
+    batch.product_name = product_name
+    batch.conversation_id = conversation.conversation_id
+    batch.file_count = len(documents)
+    batch.page_count = total_pages
+    batch.chapter_summary = [
+        {"chapter_code": chapter_code, "document_count": count}
+        for chapter_code, count in sorted(chapter_summary.items())
+    ]
+    batch.exception_count = len(warnings)
+    batch.import_status = (
+        SubmissionBatch.STATUS_REVIEW_REQUIRED if warnings else SubmissionBatch.STATUS_COMPLETED
+    )
+    batch.save(
+        update_fields=[
+            "product_name",
+            "conversation_id",
+            "file_count",
+            "page_count",
+            "chapter_summary",
+            "exception_count",
+            "import_status",
+            "updated_at",
+        ]
+    )
+    return {
+        "batch_id": batch.batch_id,
+        "conversation_id": conversation.conversation_id,
+        "product_name": batch.product_name,
+        "registration_overview_report": {
+            "batch_id": batch.batch_id,
+            "product_name": batch.product_name,
+            "file_count": batch.file_count,
+            "total_page_count": batch.page_count,
+            "chapter_summary": batch.chapter_summary,
+            "documents": [
+                {
+                    "document_id": document.id,
+                    "original_name": document.original_name,
+                    "chapter_code": document.chapter_code,
+                    "page_count": document.page_count,
+                    "document_role": document.document_role,
+                }
+                for document in documents
+            ],
+            "warnings": warnings,
+        },
+    }
+
+
 def extract_text(document: UploadedDocument) -> str:
     """
     根据文档类型选择合适的文本抽取策略。
@@ -83,6 +185,99 @@ def _detect_extension(file_name: str) -> str:
     return Path(file_name).suffix.lower().lstrip(".")
 
 
+def _generate_batch_id() -> str:
+    return f"SUB-20260604-{SubmissionBatch.objects.count() + 1:03d}"
+
+
+def _estimate_page_count(text: str) -> int:
+    stripped = text.strip()
+    if not stripped:
+        return 0
+    line_count = len([line for line in stripped.splitlines() if line.strip()])
+    return max(1, line_count)
+
+
+def _detect_document_role(file_name: str) -> str:
+    normalized = file_name.lower()
+    if "申请表" in file_name:
+        return "application_form"
+    if "说明书" in file_name:
+        return "product_manual"
+    if "产品列表" in file_name:
+        return "product_list"
+    if "声明" in file_name:
+        return "declaration"
+    if normalized.endswith(".pdf"):
+        return "pdf_document"
+    return "general_document"
+
+
+def _detect_chapter_code(file_name: str, text: str) -> str:
+    for source in (file_name, text):
+        match = re.search(r"(CH\d+(?:\.\d+)*)", source, flags=re.IGNORECASE)
+        if match:
+            return match.group(1).upper()
+    if "监管" in file_name or "申请表" in file_name or "说明书" in file_name:
+        return "CH1"
+    return ""
+
+
+def _extract_product_candidates(file_name: str, text: str) -> list[dict]:
+    source_type = _detect_candidate_source(file_name)
+    if not source_type:
+        return []
+    patterns = [
+        r"产品名称[:：]\s*([^\n\r]+)",
+        r"名称[:：]\s*([^\n\r]+检测试剂盒[^\n\r]*)",
+    ]
+    for pattern in patterns:
+        match = re.search(pattern, text)
+        if match:
+            return [{"source_type": source_type, "product_name": match.group(1).strip()}]
+    cleaned = Path(file_name).stem.replace("目标产品", "").replace("说明书", "").strip("-_ ")
+    if cleaned and "申请表" not in cleaned and "产品列表" not in cleaned:
+        return [{"source_type": source_type, "product_name": cleaned}]
+    return []
+
+
+def _detect_candidate_source(file_name: str) -> str:
+    if "申请表" in file_name:
+        return "application_form"
+    if "说明书" in file_name:
+        return "product_manual"
+    if "产品列表" in file_name:
+        return "product_list"
+    return ""
+
+
+def _select_product_name(candidates: list[dict]) -> tuple[str, list[str]]:
+    if not candidates:
+        return "", ["未识别到产品名称，建议人工补录。"]
+
+    priority = {
+        "application_form": 1,
+        "product_manual": 2,
+        "product_list": 3,
+    }
+    sorted_candidates = sorted(
+        candidates,
+        key=lambda item: priority.get(item["source_type"], 99),
+    )
+    top_candidate = sorted_candidates[0]
+    warnings = []
+    conflict_names = {
+        item["product_name"]
+        for item in sorted_candidates
+        if item["product_name"] != top_candidate["product_name"]
+    }
+    if conflict_names:
+        warnings.append(
+            "产品名称来源冲突："
+            + " / ".join([top_candidate["product_name"], *sorted(conflict_names)])
+        )
+    return top_candidate["product_name"], warnings
+
+
 def _read_text_file(path: Path) -> str:
     """优先按 UTF-8 读取；失败时回退到系统默认编码。"""
     try:

apps/documents/views.py

@@ -5,18 +5,24 @@ from django.views.decorators.http import require_POST
 from apps.scenarios.services import list_scenarios
 
 from .forms import DocumentUploadForm
-from .models import UploadedDocument
-from .services import create_uploaded_document, index_document
+from .models import SubmissionBatch, UploadedDocument
+from .services import import_submission_batch, index_document
 
 
 def document_list(request):
-    # 列表页只负责展示文档元数据和可执行操作，不处理入库细节。
+    # 资料包页展示批次、会话绑定和关键异常，同时保留文档级明细便于演示。
+    keyword = (request.GET.get("keyword") or "").strip()
+    batches = SubmissionBatch.objects.all()
+    if keyword:
+        batches = batches.filter(product_name__icontains=keyword)
     documents = UploadedDocument.objects.all()
     status_counts = {
-        "uploaded": documents.filter(status=UploadedDocument.STATUS_UPLOADED).count(),
-        "indexed": documents.filter(status=UploadedDocument.STATUS_INDEXED).count(),
-        "failed": documents.filter(status=UploadedDocument.STATUS_FAILED).count(),
-        "total": documents.count(),
+        "pending": batches.filter(import_status=SubmissionBatch.STATUS_PENDING).count(),
+        "completed": batches.filter(import_status=SubmissionBatch.STATUS_COMPLETED).count(),
+        "review_required": batches.filter(
+            import_status=SubmissionBatch.STATUS_REVIEW_REQUIRED
+        ).count(),
+        "total": batches.count(),
     }
     processing_pipeline = [
         {"title": "原始文件接收", "detail": "校验格式、大小和场景归属后保存原件。"},
@@ -35,6 +41,8 @@ def document_list(request):
         "documents/document_list.html",
         {
             "documents": documents,
+            "batches": batches,
+            "keyword": keyword,
             "status_counts": status_counts,
             "processing_pipeline": processing_pipeline,
             "exception_items": exception_items,
@@ -43,12 +51,18 @@ def document_list(request):
 
 
 def upload(request):
-    # 上传成功后仅保存文件和元数据，是否入库由用户显式触发。
+    # 上传成功后直接创建资料包并绑定主会话。
     if request.method == "POST":
         form = DocumentUploadForm(request.POST, request.FILES)
         if form.is_valid():
-            create_uploaded_document(form.cleaned_data["scenario_id"], form.cleaned_data["file"])
-            messages.success(request, "文件已上传，可继续执行入库。")
+            result = import_submission_batch(
+                form.cleaned_data["scenario_id"],
+                [form.cleaned_data["file"]],
+            )
+            messages.success(
+                request,
+                f"资料包已导入，已绑定会话 {result['conversation_id']}。",
+            )
             return redirect("documents:list")
     else:
         form = DocumentUploadForm()

templates/base.html

@@ -363,14 +363,10 @@
         </div>
       </div>
       <nav class="topnav">
-        <a href="{% url 'scenarios:index' %}">总览</a>
-        <a href="{% url 'documents:list' %}">文件中心</a>
-        <a href="{% url 'chat:index' 'document_review' %}">审核工作台</a>
+        <a href="{% url 'chat:index' %}">审核智能体</a>
+        <a href="{% url 'documents:list' %}">资料包</a>
         <a href="{% url 'platform_ui:knowledge-base' %}">知识库</a>
-        <a href="{% url 'platform_ui:mcp-center' %}">MCP</a>
-        <a href="{% url 'platform_ui:skills' %}">Skills</a>
-        <a href="{% url 'platform_ui:command-center' %}">工作台</a>
-        <a href="{% url 'audit:list' %}">审计</a>
+        <a href="{% url 'audit:list' %}">处理历史</a>
       </nav>
     </div>
   </header>

templates/chat/index.html

@@ -1,31 +1,53 @@
 {% extends "base.html" %}
 
-{% block title %}{{ scenario.name|default:"Agent 审核工作台" }}{% endblock %}
+{% block title %}审核智能体{% endblock %}
 
 {% block content %}
-  {% if error %}
-    <section class="notice notice-error">{{ error }}</section>
-  {% endif %}
-
-  {% if scenario %}
-    <section class="page-header">
-      <span class="eyebrow">Workspace</span>
-      <h1 class="page-title">{{ scenario.name }}</h1>
-      <p class="page-lead">左侧输入问题和选择文档，右侧查看执行结果。</p>
+  <section class="page-header">
+    <span class="eyebrow">Agent Workspace</span>
+    <h1 class="page-title">审核智能体</h1>
+    <p class="page-lead">以会话为中心组织资料包上传、节点式审核结果和动态任务信息卡。</p>
+    {% if conversation %}
       <div class="badge-row">
-        <span class="pill pill-accent">已入库文档：{{ document_count }}</span>
-        <span class="pill">输出：{{ scenario.output.type }}</span>
+        <span class="pill pill-accent">批次：{{ conversation.batch_id }}</span>
+        <span class="pill">产品：{{ conversation.product_name|default:"未识别产品名称" }}</span>
+        <span class="pill">阶段：{{ conversation.task_status }}</span>
       </div>
-    </section>
+    {% endif %}
+  </section>
 
-    <section class="workspace-grid">
-      <div class="stack">
-        <article class="panel">
-          <div class="section-heading">
-            <div>
-              <h2 class="section-title">任务输入与资料范围</h2>
-              <p class="section-copy">左侧突出受控输入：先描述审核目标，再限定本轮使用的文档范围。</p>
-            </div>
+  <section class="workspace-grid" style="grid-template-columns: 320px minmax(0, 1fr) 360px;">
+    <div class="stack">
+      <article class="panel">
+        <h2 class="section-title">会话历史</h2>
+        <p class="section-copy">左侧保留历史会话，标题默认使用解析后的产品名称。</p>
+        <ul class="detail-list">
+          {% for item in conversations %}
+            <li class="detail-item">
+              <strong><a href="{% url 'chat:detail' item.conversation_id %}">{{ item.title }}</a></strong>
+              <div class="muted">产品：{{ item.product_name|default:"未识别" }}</div>
+              <div class="muted">批次：{{ item.batch_id }}</div>
+            </li>
+          {% empty %}
+            <li class="detail-item">暂无会话，请先从资料包页面导入资料。</li>
+          {% endfor %}
+        </ul>
+      </article>
+    </div>
+
+    <div class="stack">
+      <article class="panel">
+        <div class="section-heading">
+          <div>
+            <h2 class="section-title">对话区与节点导航</h2>
+            <p class="section-copy">中间区域承接用户问题、Agent 回答和节点式结果摘要。</p>
+          </div>
+        </div>
+        {% if conversation %}
+          <div class="badge-row" style="margin-bottom: 14px;">
+            {% for node in node_results %}
+              <span class="pill {% if node.status == '已完成' %}pill-success{% else %}pill-signal{% endif %}">{{ node.label }} / {{ node.status }}</span>
+            {% endfor %}
           </div>
           <form method="post" class="stack">
             {% csrf_token %}
@@ -38,7 +60,6 @@
             </div>
             <div>
               {{ form.document_ids.label_tag }}
-              <p class="help-text">不勾选时默认使用全部已入库文档。</p>
               <div class="checkbox-list">
                 {% for checkbox in form.document_ids %}
                   <label class="checkbox-item">
@@ -46,136 +67,76 @@
                     <span>{{ checkbox.choice_label }}</span>
                   </label>
                 {% empty %}
-                  <div class="notice">当前场景还没有已入库文档，系统将仅依赖工具和模型能力生成结果。</div>
+                  <div class="notice">当前资料包还没有可选文档。</div>
                 {% endfor %}
               </div>
-              {% if form.document_ids.errors %}
-                <p class="notice notice-error">{{ form.document_ids.errors|join:" " }}</p>
-              {% endif %}
             </div>
             <div class="button-row">
-              <button type="submit">提交问题并执行 Agent</button>
+              <button type="submit">提交审核任务</button>
             </div>
           </form>
-        </article>
-
-        <article class="panel">
-          <h2 class="section-title">快捷示例</h2>
-          <ul class="detail-list">
-            <li class="detail-item">检查当前资料是否存在缺失项</li>
-            <li class="detail-item">抽取说明书中的关键字段</li>
-            <li class="detail-item">比较两份文档中的产品名称是否一致</li>
-          </ul>
-        </article>
-      </div>
-
-      <div class="stack">
-        <article class="panel">
-          <h2 class="section-title">结果</h2>
           {% if result %}
-            <ul class="meta-list">
-              <li class="meta-badge">模型：{{ result.model_name }}</li>
-              <li class="meta-badge {% if result.status == 'success' %}status-success{% else %}status-failed{% endif %}">状态：{{ result.status }}</li>
-              <li class="meta-badge">耗时：{{ result.latency_ms }} ms</li>
-            </ul>
             <div class="detail-item" style="margin-top: 16px;">
-              <strong>主回答</strong>
+              <strong>Agent 回答</strong>
               <div>{{ result.answer|linebreaksbr }}</div>
             </div>
-          {% else %}
-            <div class="notice">提交任务后，这里会展示 Agent 的执行状态、主回答和过程摘要。</div>
-          {% endif %}
-        </article>
-
-        {% if result %}
-          <article class="panel">
-            <h2 class="section-title">证据引用与工具调用</h2>
-            <p class="muted" style="margin-bottom: 14px;">引用片段与工具调用用于支撑结果可解释性。</p>
-            {% if result.references %}
-              <h3 style="margin-top: 0;">引用片段</h3>
-              <ul class="detail-list" style="margin-bottom: 16px;">
-                {% for reference in result.references %}
-                  <li class="detail-item">
-                    <strong>{{ reference.source }}</strong>
-                    <div>{{ reference.content|default:"无正文内容"|linebreaksbr }}</div>
-                  </li>
-                {% endfor %}
-              </ul>
-            {% else %}
-              <div class="notice" style="margin-bottom: 16px;">当前回答没有引用知识库片段。</div>
-            {% endif %}
-
-            {% if result.tool_calls %}
-              <h3>工具调用</h3>
-              <ul class="detail-list">
-                {% for tool_call in result.tool_calls %}
-                  <li class="detail-item">
-                    <strong>{{ tool_call.tool_name }}</strong>
-                    <p class="muted">执行状态：{{ tool_call.success }}</p>
-                    {% if tool_call.error %}
-                      <p class="notice notice-error">{{ tool_call.error }}</p>
-                    {% endif %}
-                    <pre class="code-block">{{ tool_call.result }}</pre>
-                  </li>
-                {% endfor %}
-              </ul>
-            {% else %}
-              <div class="notice">当前场景没有声明工具，或本次执行无需调用工具。</div>
-            {% endif %}
-          </article>
-
-          {% if result.error %}
-            <article class="panel">
-              <h2 class="section-title">错误信息</h2>
-              <pre class="code-block">{{ result.error }}</pre>
-            </article>
           {% endif %}
+        {% else %}
+          <div class="notice">暂无会话，请先导入资料包。</div>
         {% endif %}
-      </div>
+      </article>
 
-      <div class="stack">
-        <article class="panel">
-          <div class="section-heading">
-            <div>
-              <h2 class="section-title">结构化审核结果</h2>
-              <p class="section-copy">右侧结果舱用于展示缺失项、冲突项、字段池结果或风险清单。</p>
-            </div>
-          </div>
-          {% if result %}
-            <table class="kv-table">
-              <caption style="text-align:left; padding-bottom:12px; color:var(--ink-soft);">结构化结果</caption>
-              <tbody>
-                {% for key, value in result.structured_output.items %}
-                  <tr>
-                    <th>{{ key }}</th>
-                    <td>
-                      {% if key == "answer" or key == "summary" or key == "reply" %}
-                        {{ value|linebreaksbr }}
-                      {% else %}
-                        <pre class="code-block">{{ value }}</pre>
-                      {% endif %}
-                    </td>
-                  </tr>
-                {% endfor %}
-              </tbody>
-            </table>
-          {% else %}
-            <div class="notice">执行任务后，这里会展示结构化审核结果和回填准备信息。</div>
-          {% endif %}
-        </article>
+      <article class="panel">
+        <h2 class="section-title">节点式结果</h2>
+        {% if result and result.structured_output %}
+          <table class="kv-table">
+            <tbody>
+              {% for key, value in result.structured_output.items %}
+                <tr>
+                  <th>{{ key }}</th>
+                  <td><pre class="code-block">{{ value }}</pre></td>
+                </tr>
+              {% endfor %}
+            </tbody>
+          </table>
+        {% else %}
+          <div class="notice">执行任务后，这里会展示结构化节点结果。</div>
+        {% endif %}
+      </article>
+    </div>
 
-        <article class="panel">
-          <h2 class="section-title">引用与审计</h2>
+    <div class="stack">
+      <article class="panel">
+        <h2 class="section-title">上传区</h2>
+        <p class="section-copy">资料包导入入口在资料包页统一维护，当前会话只展示绑定关系。</p>
+        {% if batch %}
           <ul class="detail-list">
-            <li class="detail-item">可查看引用片段、工具调用和本次审计日志。</li>
+            <li class="detail-item">
+              <strong>当前资料包</strong>
+              <div>批次：{{ batch.batch_id }}</div>
+              <div>文件数：{{ batch.file_count }}</div>
+              <div>页数：{{ batch.page_count }}</div>
+              <div>导入状态：{{ batch.get_import_status_display_text }}</div>
+            </li>
           </ul>
+          <div class="button-row" style="margin-top: 16px;">
+            <a class="button" href="{% url 'documents:list' %}">返回资料包</a>
+          </div>
+        {% else %}
+          <div class="notice">暂无绑定资料包。</div>
+        {% endif %}
+      </article>
+
+      <article class="panel">
+        <h2 class="section-title">动态信息卡</h2>
+        <ul class="detail-list">
+          <li class="detail-item">当前会话围绕 `conversation_id / batch_id / product_name` 串联。</li>
+          <li class="detail-item">任务模式：目录汇总、完整性检查、字段抽取、一致性核查、风险预警。</li>
           {% if audit_log %}
-            <div class="button-row" style="margin-top: 16px;">
-              <a class="button" href="{% url 'audit:detail' audit_log.id %}">查看本次审计日志</a>
-            </div>
+            <li class="detail-item"><a href="{% url 'audit:detail' audit_log.id %}">查看本次处理历史</a></li>
           {% endif %}
-        </article>
-      </div>
-    </section>
-  {% endif %}
+        </ul>
+      </article>
+    </div>
+  </section>
 {% endblock %}

templates/documents/document_list.html

@@ -1,36 +1,114 @@
 {% extends "base.html" %}
 
-{% block title %}文件中心{% endblock %}
+{% block title %}资料包{% endblock %}
 
 {% block content %}
   <section class="page-header">
-    <span class="eyebrow">Documents</span>
-    <h1 class="page-title">文件中心</h1>
-    <p class="page-lead">上传资料、查看状态、执行入库。页面只保留最常用操作。</p>
+    <span class="eyebrow">Submission Batches</span>
+    <h1 class="page-title">资料包</h1>
+    <p class="page-lead">按产品名称管理资料包，并查看会话绑定、目录概览和待复核状态。</p>
     <div class="button-row">
-      <a class="button button-primary" href="{% url 'documents:upload' %}">上传文件</a>
+      <a class="button button-primary" href="{% url 'documents:upload' %}">导入资料包</a>
     </div>
   </section>
 
   <section class="metric-grid">
     <article class="metric-card">
-      <div class="metric-label">文件总数</div>
+      <div class="metric-label">资料包总数</div>
       <div class="metric-value">{{ status_counts.total }}</div>
     </article>
     <article class="metric-card">
-      <div class="metric-label">已完成入库</div>
-      <div class="metric-value">{{ status_counts.indexed }}</div>
+      <div class="metric-label">已完成</div>
+      <div class="metric-value">{{ status_counts.completed }}</div>
     </article>
     <article class="metric-card">
-      <div class="metric-label">待入库</div>
-      <div class="metric-value">{{ status_counts.uploaded }}</div>
+      <div class="metric-label">待复核</div>
+      <div class="metric-value">{{ status_counts.review_required }}</div>
     </article>
     <article class="metric-card">
-      <div class="metric-label">失败</div>
-      <div class="metric-value">{{ status_counts.failed }}</div>
+      <div class="metric-label">待导入</div>
+      <div class="metric-value">{{ status_counts.pending }}</div>
     </article>
   </section>
 
+  <section class="panel">
+    <div class="section-heading">
+      <div>
+        <h2 class="section-title">按产品名称搜索</h2>
+        <p class="section-copy">支持按产品名称定位资料包，并跳转到关联会话。</p>
+      </div>
+    </div>
+    <form method="get" class="grid-2">
+      <div>
+        <label for="id_keyword">产品名称</label>
+        <input id="id_keyword" type="text" name="keyword" value="{{ keyword }}" placeholder="请输入产品名称关键词">
+      </div>
+      <div class="button-row" style="align-items: end;">
+        <button type="submit">搜索资料包</button>
+        <a class="button" href="{% url 'documents:list' %}">清空</a>
+      </div>
+    </form>
+  </section>
+
+  <section class="panel">
+    <div class="section-heading">
+      <div>
+        <h2 class="section-title">资料包列表</h2>
+        <p class="section-copy">资料包与会话一一绑定，会话标题默认采用解析后的产品名称。</p>
+      </div>
+    </div>
+    <div class="table-wrap">
+      <table class="data-table">
+        <thead>
+          <tr>
+            <th>批次号</th>
+            <th>产品名称</th>
+            <th>会话</th>
+            <th>文件数</th>
+            <th>页数</th>
+            <th>状态</th>
+            <th>章节点概览</th>
+          </tr>
+        </thead>
+        <tbody>
+          {% for batch in batches %}
+            <tr>
+              <td class="nowrap">{{ batch.batch_id }}</td>
+              <td>{{ batch.product_name|default:"未识别产品名称" }}</td>
+              <td class="cell-min-220">
+                {% if batch.conversation_id %}
+                  <a class="button" href="{% url 'chat:detail' batch.conversation_id %}">查看对话 {{ batch.conversation_id }}</a>
+                {% else %}
+                  <span class="muted">尚未绑定</span>
+                {% endif %}
+              </td>
+              <td>{{ batch.file_count }}</td>
+              <td>{{ batch.page_count }}</td>
+              <td>
+                <span class="pill {% if batch.import_status == 'completed' %}pill-success{% elif batch.import_status == 'review_required' %}pill-signal{% else %}pill-danger{% endif %}">
+                  {{ batch.get_import_status_display_text }}
+                </span>
+              </td>
+              <td class="cell-min-280">
+                {% if batch.chapter_summary %}
+                  {% for chapter in batch.chapter_summary %}
+                    <div>{{ chapter.chapter_code }} / {{ chapter.document_count }} 份</div>
+                  {% endfor %}
+                {% else %}
+                  <span class="muted">暂无目录汇总</span>
+                {% endif %}
+              </td>
+            </tr>
+          {% empty %}
+            <tr>
+              <td colspan="7">暂无资料包，请先导入申报资料。</td>
+            </tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+  </section>
+
   <section class="panel">
     <div class="section-heading">
       <div>
@@ -52,7 +130,7 @@
     <div class="section-heading">
       <div>
         <h2 class="section-title">资料目录总览</h2>
-        <p class="section-copy">页面下方保留真实文件记录与手动入库动作，保证演示原型仍基于当前系统能力运行。</p>
+        <p class="section-copy">保留文件明细，便于说明目录识别、页数统计和异常定位。</p>
       </div>
     </div>
     <div class="table-wrap">
@@ -60,7 +138,9 @@
         <thead>
           <tr>
             <th>文件名</th>
+            <th>批次</th>
             <th>场景</th>
+            <th>章节点</th>
             <th>类型</th>
             <th>大小</th>
             <th>状态</th>
@@ -71,7 +151,9 @@
           {% for document in documents %}
             <tr>
               <td>{{ document.original_name }}</td>
+              <td>{{ document.batch.batch_id|default:"-" }}</td>
               <td>{{ document.scenario_id }}</td>
+              <td>{{ document.chapter_code|default:"待识别" }}</td>
               <td>{{ document.file_type }}</td>
               <td>{{ document.size }}</td>
               <td>
@@ -98,7 +180,7 @@
             </tr>
           {% empty %}
             <tr>
-              <td colspan="6">暂无文件，请先导入申报资料或法规原文。</td>
+              <td colspan="8">暂无文件，请先导入申报资料或法规原文。</td>
             </tr>
           {% endfor %}
         </tbody>

templates/scenarios/index.html

@@ -1,6 +1,6 @@
 {% extends "base.html" %}
 
-{% block title %}任务总览{% endblock %}
+{% block title %}平台总览{% endblock %}
 
 {% block content %}
   <section class="page-header">
@@ -24,16 +24,16 @@
       <p>查看规则树、知识源和切片策略。</p>
     </a>
     <a class="link-card" href="{% url 'documents:list' %}">
-      <h3>文件中心</h3>
-      <p>上传资料、执行入库、查看状态。</p>
+      <h3>资料包</h3>
+      <p>导入资料包，按产品名称搜索并跳转关联会话。</p>
     </a>
-    <a class="link-card" href="{% url 'chat:index' 'document_review' %}">
-      <h3>审核工作台</h3>
-      <p>输入问题、选择文档、查看结果。</p>
+    <a class="link-card" href="{% url 'chat:index' %}">
+      <h3>审核智能体</h3>
+      <p>进入会话工作台，查看节点式审核结果。</p>
     </a>
     <a class="link-card" href="{% url 'audit:list' %}">
-      <h3>审计日志</h3>
-      <p>查看每次执行的输入、输出和引用。</p>
+      <h3>处理历史</h3>
+      <p>查看每次执行的输入、输出和通知留痕。</p>
     </a>
   </section>
 
@@ -71,7 +71,7 @@
             {% endif %}
           </p>
           <div class="button-row" style="margin-top: 16px;">
-            <a class="button button-primary" href="{% url 'chat:index' scenario.id %}">进入审核工作台</a>
+            <a class="button button-primary" href="{% url 'chat:index' %}">进入审核智能体</a>
           </div>
         </article>
       {% empty %}

tests/test_chat.py

@@ -2,24 +2,67 @@ from django.urls import reverse
 
 from agent_core.results import AgentResult
 from apps.audit.models import AgentAuditLog
-from apps.documents.models import UploadedDocument
+from apps.chat.models import Conversation
+from apps.documents.models import SubmissionBatch, UploadedDocument
 
 
-def test_chat_post_returns_agent_result_and_audit_log(client, db):
+def _create_conversation_with_batch():
+    batch = SubmissionBatch.objects.create(
+        batch_id="SUB-20260604-001",
+        product_name="新型冠状病毒 2019-nCoV 核酸检测试剂盒",
+        workflow_type="registration",
+        conversation_id="conv-001",
+        file_count=2,
+        page_count=12,
+        import_status="completed",
+    )
+    conversation = Conversation.objects.create(
+        conversation_id="conv-001",
+        title="新型冠状病毒 2019-nCoV 核酸检测试剂盒",
+        product_name=batch.product_name,
+        batch_id=batch.batch_id,
+        task_status="processing",
+        node_results=[
+            {"label": "资料包导入", "status": "已完成"},
+            {"label": "目录汇总", "status": "处理中"},
+        ],
+    )
+    return batch, conversation
+
+
+def test_chat_post_returns_agent_result_and_audit_log(client, db, monkeypatch):
+    batch, conversation = _create_conversation_with_batch()
+    UploadedDocument.objects.create(
+        batch=batch,
+        scenario_id="document_review",
+        original_name="说明书.md",
+        file_type="md",
+        size=1,
+        status=UploadedDocument.STATUS_INDEXED,
+    )
+
+    monkeypatch.setattr(
+        "apps.chat.views.run_agent",
+        lambda *args, **kwargs: AgentResult(answer="模拟回答", status="success"),
+    )
+
     response = client.post(
-        reverse("chat:index", args=["knowledge_qa"]),
+        reverse("chat:detail", args=[conversation.conversation_id]),
         {"message": "如何处理异常？"},
     )
 
     assert response.status_code == 200
     content = response.content.decode("utf-8")
-    assert "mock-model" in content
+    assert "审核智能体" in content
     assert "模拟回答" in content
     assert AgentAuditLog.objects.count() == 1
+    assert AgentAuditLog.objects.get().batch_id == batch.batch_id
 
 
 def test_chat_rejects_empty_message(client, db):
-    response = client.post(reverse("chat:index", args=["knowledge_qa"]), {"message": ""})
+    _batch, conversation = _create_conversation_with_batch()
+
+    response = client.post(reverse("chat:detail", args=[conversation.conversation_id]), {"message": ""})
 
     assert response.status_code == 200
     assert AgentAuditLog.objects.count() == 0
@@ -27,15 +70,18 @@ def test_chat_rejects_empty_message(client, db):
 
 
 def test_chat_passes_selected_document_ids_to_agent_core(client, db, monkeypatch):
+    batch, conversation = _create_conversation_with_batch()
     selected = UploadedDocument.objects.create(
-        scenario_id="knowledge_qa",
+        batch=batch,
+        scenario_id="document_review",
         original_name="selected.md",
         file_type="md",
         size=1,
         status=UploadedDocument.STATUS_INDEXED,
     )
-    other = UploadedDocument.objects.create(
-        scenario_id="knowledge_qa",
+    UploadedDocument.objects.create(
+        batch=batch,
+        scenario_id="document_review",
         original_name="other.md",
         file_type="md",
         size=1,
@@ -45,63 +91,38 @@ def test_chat_passes_selected_document_ids_to_agent_core(client, db, monkeypatch
 
     def fake_run_agent(scenario_config, user_input, options=None):
         captured["options"] = options or {}
-        from agent_core.results import AgentResult
-
         return AgentResult(answer="ok", status="success")
 
     monkeypatch.setattr("apps.chat.views.run_agent", fake_run_agent)
 
     response = client.post(
-        reverse("chat:index", args=["knowledge_qa"]),
+        reverse("chat:detail", args=[conversation.conversation_id]),
         {"message": "只查选中文档", "document_ids": [str(selected.id)]},
     )
 
     assert response.status_code == 200
     assert captured["options"]["document_ids"] == [selected.id]
-    assert other.id not in captured["options"]["document_ids"]
+    assert captured["options"]["conversation_id"] == conversation.conversation_id
+    assert captured["options"]["batch_id"] == batch.batch_id
 
 
-def test_chat_renders_structured_output_references_and_tool_calls(client, db, monkeypatch):
-    def fake_run_agent(scenario_config, user_input, options=None):
-        return AgentResult(
-            answer="建议先隔离现场。",
-            structured_output={
-                "output_type": "quality_report",
-                "summary": "发现异常批次需要立即处置。",
-                "risk_level": "high",
-                "suggested_actions": ["隔离现场", "通知负责人"],
-            },
-            references=[
-                {
-                    "source": "sop.md",
-                    "content": "异常处理 SOP：先隔离现场，再通知负责人。",
-                }
-            ],
-            tool_calls=[
-                {
-                    "tool_name": "query_demo_records",
-                    "success": True,
-                    "result": {"records": [{"title": "A线缺陷"}]},
-                    "error": "",
-                }
-            ],
-            model_name="mock-model",
-            status="success",
-        )
-
-    monkeypatch.setattr("apps.chat.views.run_agent", fake_run_agent)
-
-    response = client.post(
-        reverse("chat:index", args=["quality_analysis"]),
-        {"message": "分析 A 线异常"},
+def test_chat_renders_three_column_workspace_and_node_results(client, db):
+    batch, conversation = _create_conversation_with_batch()
+    UploadedDocument.objects.create(
+        batch=batch,
+        scenario_id="document_review",
+        original_name="说明书.md",
+        file_type="md",
+        size=1,
+        status=UploadedDocument.STATUS_INDEXED,
     )
 
+    response = client.get(reverse("chat:detail", args=[conversation.conversation_id]))
+
     content = response.content.decode("utf-8")
     assert response.status_code == 200
-    assert "结构化结果" in content
-    assert "发现异常批次需要立即处置" in content
-    assert "引用片段" in content
-    assert "sop.md" in content
-    assert "工具调用" in content
-    assert "query_demo_records" in content
-    assert "查看本次审计日志" in content
+    assert "会话历史" in content
+    assert "对话区与节点导航" in content
+    assert "上传区" in content
+    assert "资料包导入 / 已完成" in content
+    assert "目录汇总 / 处理中" in content

tests/test_documents.py

@@ -2,8 +2,9 @@ from django.core.files.uploadedfile import SimpleUploadedFile
 from django.urls import reverse
 
 from apps.documents.forms import DocumentUploadForm
-from apps.documents.models import UploadedDocument
-from apps.documents.services import extract_text, index_document
+from apps.documents.models import SubmissionBatch, UploadedDocument
+from apps.documents.services import extract_text, import_submission_batch, index_document
+from apps.chat.models import Conversation
 
 
 def test_upload_txt_document_creates_uploaded_record(client, db):
@@ -31,7 +32,7 @@ def test_upload_redirect_shows_success_message(client, db):
     )
 
     assert response.status_code == 200
-    assert "文件已上传，可继续执行入库" in response.content.decode("utf-8")
+    assert "资料包已导入，已绑定会话" in response.content.decode("utf-8")
 
 
 def test_upload_accepts_pdf_and_docx_documents(client, db):
@@ -145,3 +146,74 @@ def test_index_document_marks_failed_when_extracted_text_is_empty(db, monkeypatc
 
     assert updated_document.status == UploadedDocument.STATUS_FAILED
     assert "文档内容为空" in updated_document.error_message
+
+
+def test_upload_creates_submission_batch_and_bound_conversation(client, db):
+    file = SimpleUploadedFile(
+        "目标产品说明书.txt",
+        "产品名称：新型冠状病毒 2019-nCoV 核酸检测试剂盒".encode("utf-8"),
+        content_type="text/plain",
+    )
+
+    response = client.post(
+        reverse("documents:upload"),
+        {"scenario_id": "document_review", "file": file},
+    )
+
+    assert response.status_code == 302
+    batch = SubmissionBatch.objects.get()
+    conversation = Conversation.objects.get()
+    assert batch.product_name == "新型冠状病毒 2019-nCoV 核酸检测试剂盒"
+    assert batch.conversation_id == conversation.conversation_id
+    assert conversation.title == "新型冠状病毒 2019-nCoV 核酸检测试剂盒"
+    assert batch.file_count == 1
+
+
+def test_document_list_supports_product_name_search(client, db):
+    SubmissionBatch.objects.create(
+        batch_id="SUB-20260604-001",
+        product_name="新型冠状病毒 2019-nCoV 核酸检测试剂盒",
+        workflow_type="registration",
+        conversation_id="conv-001",
+        file_count=2,
+        page_count=12,
+        import_status="completed",
+    )
+    SubmissionBatch.objects.create(
+        batch_id="SUB-20260604-002",
+        product_name="呼吸道合胞病毒核酸检测试剂盒",
+        workflow_type="registration",
+        conversation_id="conv-002",
+        file_count=3,
+        page_count=20,
+        import_status="completed",
+    )
+
+    response = client.get(reverse("documents:list"), {"keyword": "新型冠状病毒"})
+
+    content = response.content.decode("utf-8")
+    assert response.status_code == 200
+    assert "新型冠状病毒 2019-nCoV 核酸检测试剂盒" in content
+    assert "呼吸道合胞病毒核酸检测试剂盒" not in content
+
+
+def test_import_submission_batch_marks_manual_review_when_product_names_conflict(db):
+    files = [
+        SimpleUploadedFile(
+            "注册申请表.txt",
+            "产品名称：产品A".encode("utf-8"),
+            content_type="text/plain",
+        ),
+        SimpleUploadedFile(
+            "目标产品说明书.txt",
+            "产品名称：产品B".encode("utf-8"),
+            content_type="text/plain",
+        ),
+    ]
+
+    result = import_submission_batch("document_review", files)
+
+    batch = SubmissionBatch.objects.get(batch_id=result["batch_id"])
+    assert batch.import_status == "review_required"
+    assert result["registration_overview_report"]["warnings"]
+    assert "产品名称来源冲突" in result["registration_overview_report"]["warnings"][0]