fix(chat): remove workspace hero card

.env.siliconflow.example

@@ -0,0 +1,21 @@
+DJANGO_SECRET_KEY=replace-with-a-local-secret-key
+DJANGO_DEBUG=true
+DJANGO_ALLOWED_HOSTS=*
+
+# SiliconFlow OpenAI-compatible API
+# Fill these two keys manually before demo.
+LLM_PROVIDER=openai_compatible
+LLM_API_KEY=your_siliconflow_api_key
+LLM_BASE_URL=https://api.siliconflow.cn/v1
+LLM_MODEL=Qwen/Qwen2.5-7B-Instruct
+
+# SiliconFlow embedding model for RAG.
+# You can reuse the same SiliconFlow key here.
+EMBEDDING_API_KEY=your_siliconflow_api_key
+EMBEDDING_BASE_URL=https://api.siliconflow.cn/v1
+EMBEDDING_MODEL=BAAI/bge-m3
+
+SCENARIO_CONFIG_DIR=configs
+GOVERNANCE_CONFIG_PATH=configs/governance.yaml
+UPLOAD_ROOT=data/uploads
+CHROMA_PATH=data/chroma

AGENTS.md

@@ -70,6 +70,7 @@ Django 单体 + 独立 Agent Core + Docker Compose
 - 通用场景 YAML、Chat、Documents、Audit、Platform UI 和 Agent Core 已具备可重构基础。
 - 资料包导入支持 PDF、DOCX、MD、TXT、ZIP、7Z、RAR。
 - 资料包会自动绑定会话，标题优先使用解析出的产品名称。
+- 审核智能体允许在未上传资料包时直接发起知识库问答，会话保持未绑定资料包状态并走 RAG 检索链路。
 - Agent Core 已具备 Prompt 编排、结构化解析、工具注册、RAG fallback / Chroma 双路径和 OpenAI 兼容 Provider。
 - Word 导出已支持生成最小 `.docx`，并按风险状态形成正式版或草稿版。
 - 飞书通知当前为离线通知留痕，不直接发送真实飞书消息。

README.md

@@ -26,14 +26,15 @@ V1 采用：
 
 ## 当前业务主线
 
-1. 导入注册资料包，支持单文件、多文件和压缩包。
-2. 解析文件元数据、页数、章节点和产品名称。
-3. 自动创建资料包批次，并绑定审核会话。
-4. 在审核智能体工作台选择文档范围并发起目录汇总、完整性检查、字段抽取、一致性核查或风险报告。
-5. Agent Core 按场景配置执行 RAG 检索、工具调用、Prompt 编排、LLM 调用和结构化输出解析。
-6. 会话页展示节点状态、能力卡、风险摘要、通知信息和导出入口。
-7. Word 回填导出生成可下载 `.docx`，并记录到资料包和处理历史。
-8. 审计模块保存成功与失败两类执行快照，并沉淀飞书通知留痕。
+1. 进入审核智能体后，可以先不上传资料，直接通过对话查询法规和业务知识库。
+2. 导入注册资料包，支持单文件、多文件和压缩包。
+3. 解析文件元数据、页数、章节点和产品名称。
+4. 自动创建资料包批次，并绑定审核会话。
+5. 在审核智能体工作台选择文档范围并发起目录汇总、完整性检查、字段抽取、一致性核查或风险报告。
+6. Agent Core 按场景配置执行 RAG 检索、工具调用、Prompt 编排、LLM 调用和结构化输出解析。
+7. 会话页展示节点状态、能力卡、风险摘要、通知信息和导出入口。
+8. Word 回填导出生成可下载 `.docx`，并记录到资料包和处理历史。
+9. 审计模块保存成功与失败两类执行快照，并沉淀飞书通知留痕。
 
 ## 当前产品入口
 
@@ -41,7 +42,7 @@ V1 采用：
 
 | 页面 | 路径 | 当前能力 |
 |---|---|---|
-| 审核智能体 | `/`、`/chat/`、`/chat/<conversation_id>/` | 会话驱动审核、文档范围选择、节点式结果、能力卡、补传资料、Word 导出、通知与审计回看 |
+| 审核智能体 | `/`、`/chat/`、`/chat/<conversation_id>/` | 无资料包知识库问答、会话驱动审核、文档范围选择、节点式结果、能力卡、补传资料、Word 导出、通知与审计回看 |
 | 资料包 | `/documents/`、`/documents/upload/` | 导入资料包、搜索产品或批次、查看解析状态、异常提示、最近导出和处理链路 |
 | 处理历史 | `/audit/`、`/audit/<log_id>/` | 按批次、产品、风险状态、通知状态回看执行快照、原始输出、导出摘要和通知回执 |
 | 知识库治理台 | `/platform/knowledge-base/` | 查看法规规则包、RAG 文档源、切片、字段 Schema、Word 模板、责任人映射和飞书配置 |
@@ -126,6 +127,7 @@ DEMO-AGENT/
 ## 已落地能力
 
 - 根路径已重定向到审核智能体，降低演示入口复杂度。
+- 审核工作台允许未上传资料时直接发起知识库问答，后续再通过右侧上传区导入资料包。
 - 资料包导入支持 PDF、DOCX、MD、TXT、ZIP、7Z、RAR；压缩包内仅导入支持格式，其他文件会生成提示。
 - 导入时会创建 `SubmissionBatch`、`UploadedDocument` 和绑定的 `Conversation`。
 - 文档解析覆盖文本抽取、PDF 页数统计、DOCX 页数元数据读取、章节点识别、文档角色识别和人工复核标记。
@@ -160,6 +162,7 @@ Docker Compose 会读取根目录 `.env`，并挂载 `./data` 与 `./configs`。
 ## 环境变量
 
 项目通过根目录 `.env` 和系统环境变量读取配置。`.env.example` 只作为模板，不应提交真实密钥。
+若复试演示使用硅基流动，可复制 `.env.siliconflow.example` 为 `.env`，再手动填入 `LLM_API_KEY` 和 `EMBEDDING_API_KEY`。
 
 ```env
 DJANGO_SECRET_KEY=replace-with-a-local-secret-key
@@ -184,6 +187,7 @@ CHROMA_PATH=data/chroma
 
 - `EMBEDDING_API_KEY` 为空时自动复用 `LLM_API_KEY`。
 - `EMBEDDING_BASE_URL` 为空时自动复用 `LLM_BASE_URL`。
+- `.env.siliconflow.example` 内置硅基流动 `base_url`、Qwen 对话模型和 `BAAI/bge-m3` Embedding 配置。
 - Django settings 初始化时会自动加载根目录 `.env`。
 - 测试环境会在 `tests/conftest.py` 中固定 Mock Provider，避免误调用真实 LLM。
 

agent_core/llm_provider.py

@@ -1,7 +1,7 @@
 from dataclasses import dataclass
 import json
 import os
-from urllib.error import URLError
+from urllib.error import HTTPError, URLError
 from urllib.request import Request, urlopen
 
 
@@ -74,6 +74,7 @@ class OpenAICompatibleProvider:
         }
         if response_format:
             payload["response_format"] = response_format
+        try:
             try:
                 data = _post_json(
                     base_url=self.base_url,
@@ -81,6 +82,21 @@ class OpenAICompatibleProvider:
                     api_key=self.api_key,
                     payload=payload,
                 )
+            except RuntimeError as exc:
+                # 部分 OpenAI 兼容供应商或模型不支持 response_format。
+                # 保留结构化优先，遇到 400 时退回普通对话，避免演示链路被接口能力差异阻断。
+                if not response_format or "HTTP Error 400" not in str(exc):
+                    raise
+                fallback_payload = {
+                    "model": self.model_name,
+                    "messages": messages,
+                }
+                data = _post_json(
+                    base_url=self.base_url,
+                    endpoint="chat/completions",
+                    api_key=self.api_key,
+                    payload=fallback_payload,
+                )
             choice = data.get("choices", [{}])[0]
             content = choice.get("message", {}).get("content", "")
             return LLMResponse(
@@ -197,5 +213,11 @@ def _post_json(base_url: str, endpoint: str, api_key: str, payload: dict) -> dic
     try:
         with urlopen(request, timeout=60) as response:
             return json.loads(response.read().decode("utf-8"))
+    except HTTPError as exc:
+        error_body = exc.read().decode("utf-8", errors="ignore")
+        error_detail = f"{exc}"
+        if error_body:
+            error_detail = f"{error_detail} {error_body}"
+        raise RuntimeError(f"OpenAI 兼容接口调用失败：{error_detail}") from exc
     except URLError as exc:
         raise RuntimeError(f"OpenAI 兼容接口调用失败：{exc}") from exc

apps/chat/services.py

@@ -28,6 +28,23 @@ def create_conversation_for_batch(batch_id: str, product_name: str) -> Conversat
     return conversation
 
 
+def create_knowledge_conversation() -> Conversation:
+    """
+    创建未绑定资料包的知识库问答会话。
+
+    该会话用于用户尚未上传资料时直接向 RAG 知识库提问，
+    因此 batch_id 与 product_name 保持为空，Agent Core 通过空范围执行全局检索。
+    """
+    return Conversation.objects.create(
+        conversation_id=_generate_conversation_id(),
+        title="知识库问答会话",
+        product_name="",
+        batch_id="",
+        task_status=Conversation.STATUS_PENDING,
+        node_results=_build_knowledge_node_results(),
+    )
+
+
 def execute_conversation_agent(
     *,
     conversation: Conversation,
@@ -132,6 +149,14 @@ def _build_initial_node_results() -> list[dict]:
     ]
 
 
+def _build_knowledge_node_results() -> list[dict]:
+    return [
+        {"code": "knowledge_retrieval", "label": "知识库检索", "status": "待处理"},
+        {"code": "answer_generation", "label": "问答生成", "status": "待处理"},
+        {"code": "risk", "label": "风险预警", "status": "待处理"},
+    ]
+
+
 def _persist_notification_records(result: AgentResult, *, web_detail_url: str = "") -> None:
     payload = result.notification_payload or {}
     owners = payload.get("owners") or []

apps/chat/views.py

@@ -9,7 +9,11 @@ from apps.documents.services import append_documents_to_batch
 
 from .forms import ChatForm, ConversationUploadForm
 from .models import Conversation
-from .services import execute_conversation_agent, execute_conversation_export
+from .services import (
+    create_knowledge_conversation,
+    execute_conversation_agent,
+    execute_conversation_export,
+)
 
 RISK_LEVEL_DISPLAY = {
     "high": "高",
@@ -48,19 +52,48 @@ def index(request):
     conversations = Conversation.objects.all()
     if conversations.exists():
         return redirect("chat:detail", conversation_id=conversations.first().conversation_id)
+    documents = UploadedDocument.objects.filter(batch__isnull=True)
+    form = ChatForm(request.POST or None, documents=documents)
+    upload_form = ConversationUploadForm()
+    result = None
+    audit_log = None
+    conversation = None
+    if request.method == "POST" and form.is_valid():
+        conversation = create_knowledge_conversation()
+        result, audit_log = execute_conversation_agent(
+            conversation=conversation,
+            message=form.cleaned_data["message"],
+            document_ids=form.cleaned_data["document_ids"],
+            detail_url_builder=lambda log_id: reverse("audit:detail", args=[log_id]),
+        )
+        conversation.refresh_from_db()
+        documents = UploadedDocument.objects.filter(batch__isnull=True)
+
+    display_node_results = _normalize_node_results(conversation.node_results if conversation else [])
+    workspace_summary = _build_workspace_summary(conversation, None, display_node_results) if conversation else _build_empty_workspace_summary()
     return render(
         request,
         "chat/index.html",
         {
-            "conversation": None,
+            "conversation": conversation,
             "conversations": [],
             "conversation_history": [],
-            "form": ChatForm(),
-            "documents": [],
-            "result": None,
-            "audit_log": None,
-            "node_results": [],
+            "batch": None,
+            "form": form,
+            "documents": documents,
+            "document_count": documents.count(),
+            "result": result,
+            "audit_log": audit_log,
+            "node_results": display_node_results,
             "active_node": None,
+            "workspace_summary": workspace_summary,
+            "conversation_context": _build_conversation_context(conversation, None, workspace_summary) if conversation else {},
+            "prompt_templates": _build_prompt_templates(),
+            "analysis_card": _build_analysis_card(result, conversation) if conversation else {},
+            "upload_form": upload_form,
+            "export_card": _build_export_card(result, conversation) if conversation else {},
+            "risk_card": _build_risk_card(result, conversation) if conversation else {},
+            "notify_card": _build_notify_card(result, conversation) if conversation else {},
         },
     )
 
@@ -201,6 +234,18 @@ def _build_workspace_summary(
     }
 
 
+def _build_empty_workspace_summary() -> dict:
+    return {
+        "highest_risk_level": "-",
+        "export_allowed": "否",
+        "notify_status": "待处理",
+        "export_status": "待处理",
+        "download_url": "",
+        "file_count": 0,
+        "page_count": 0,
+    }
+
+
 def _build_conversation_context(
     conversation: Conversation,
     batch: SubmissionBatch | None,

templates/base.html

@@ -376,7 +376,7 @@
     </div>
   </header>
 
-  <main class="page">
+  <main class="page {% block page_class %}{% endblock %}">
     {% if messages %}
       <div class="stack">
         {% for message in messages %}

templates/chat/index.html

@@ -1,59 +1,353 @@
 {% extends "base.html" %}
 
 {% block title %}审核智能体{% endblock %}
+{% block page_class %}chat-page{% endblock %}
 
 {% block content %}
-  <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">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_context.task_status }}</span>
-      </div>
-    {% endif %}
-  </section>
+  <style>
+    .chat-page {
+      width: min(100vw - 32px, 1920px);
+      margin-top: 12px;
+      gap: 12px;
+    }
 
-  {% if conversation %}
-    <section class="grid-2">
-      <article class="panel">
-        <h2 class="section-title">顶部对话上下文</h2>
-        <p class="section-copy">进入会话后，先用当前批次、产品和风险状态快速建立审核上下文。</p>
-        <ul class="detail-list">
-          <li class="detail-item"><strong>批次编号</strong><div>{{ conversation_context.batch_id }}</div></li>
-          <li class="detail-item"><strong>产品名称</strong><div>{{ conversation_context.product_name|default:"未识别产品名称" }}</div></li>
-          <li class="detail-item"><strong>当前流程类型</strong><div>{{ conversation_context.workflow_type }}</div></li>
-          <li class="detail-item"><strong>当前审核阶段</strong><div>{{ conversation_context.task_status }}</div></li>
-          <li class="detail-item"><strong>当前最高风险等级</strong><div>{{ conversation_context.highest_risk_level }}</div></li>
-          <li class="detail-item"><strong>是否允许正式导出</strong><div>{{ conversation_context.export_allowed }}</div></li>
-        </ul>
-      </article>
+    .chat-layout {
+      display: grid;
+      grid-template-columns: 280px minmax(680px, 1fr) 340px;
+      gap: 12px;
+      align-items: start;
+    }
 
-      <article class="panel">
-        <h2 class="section-title">推荐提问模板</h2>
-        <p class="section-copy">用这些提问模板快速进入目录汇总、完整性检查、字段抽取和风险分析。</p>
-        <div class="button-row">
-          {% for item in prompt_templates %}
-            <span class="pill pill-accent">{{ item }}</span>
-          {% endfor %}
-        </div>
-      </article>
-    </section>
-  {% endif %}
+    .history-toggle {
+      position: absolute;
+      opacity: 0;
+      pointer-events: none;
+    }
 
-  <section class="workspace-grid" style="grid-template-columns: 320px minmax(0, 1fr) 360px;">
-    <div class="stack">
-      <article class="panel">
+    .chat-layout:has(.history-toggle:checked) {
+      grid-template-columns: 54px minmax(760px, 1fr) 340px;
+    }
+
+    .chat-layout:has(.history-toggle:checked) .history-content {
+      display: none;
+    }
+
+    .chat-layout:has(.history-toggle:checked) .history-panel {
+      padding: 12px 8px;
+    }
+
+    .chat-layout:has(.history-toggle:checked) .history-collapse {
+      width: 36px;
+      height: 36px;
+      padding: 0;
+    }
+
+    .chat-layout:has(.history-toggle:checked) .history-collapse span {
+      display: none;
+    }
+
+    .history-panel,
+    .right-rail {
+      position: sticky;
+      top: 84px;
+    }
+
+    .history-head,
+    .right-rail-head,
+    .chat-head {
+      display: flex;
+      align-items: flex-start;
+      justify-content: space-between;
+      gap: 12px;
+      margin-bottom: 12px;
+    }
+
+    .history-collapse {
+      flex: none;
+      min-height: 34px;
+      border-radius: 8px;
+      font-size: 0.86rem;
+      background: var(--surface-soft);
+      color: var(--muted);
+    }
+
+    .history-list {
+      max-height: calc(100vh - 230px);
+      overflow: auto;
+      padding-right: 2px;
+    }
+
+    .history-card {
+      border-radius: 10px;
+      background: #fff;
+    }
+
+    .chat-shell {
+      min-height: calc(100vh - 190px);
+      display: grid;
+      grid-template-rows: auto minmax(360px, 1fr) auto;
+      padding: 0;
+      overflow: hidden;
+    }
+
+    .chat-head {
+      padding: 16px 18px 12px;
+      border-bottom: 1px solid var(--border);
+      margin: 0;
+    }
+
+    .node-strip {
+      display: flex;
+      gap: 8px;
+      overflow-x: auto;
+      padding-bottom: 2px;
+      max-width: 52vw;
+    }
+
+    .chat-thread {
+      display: grid;
+      align-content: start;
+      gap: 18px;
+      padding: 22px min(7vw, 72px);
+      background: linear-gradient(180deg, #ffffff 0%, #f8fafc 100%);
+      overflow: auto;
+    }
+
+    .chat-message {
+      display: grid;
+      grid-template-columns: 34px minmax(0, 1fr);
+      gap: 12px;
+      max-width: 980px;
+    }
+
+    .chat-message.user {
+      justify-self: end;
+      grid-template-columns: minmax(0, 1fr) 34px;
+    }
+
+    .avatar {
+      width: 34px;
+      height: 34px;
+      border-radius: 10px;
+      display: inline-flex;
+      align-items: center;
+      justify-content: center;
+      font-weight: 700;
+      font-size: 0.82rem;
+      background: var(--primary);
+      color: #fff;
+    }
+
+    .chat-message.user .avatar {
+      grid-column: 2;
+      background: #111827;
+    }
+
+    .bubble {
+      padding: 13px 15px;
+      border: 1px solid var(--border);
+      border-radius: 12px;
+      background: #fff;
+      line-height: 1.75;
+      box-shadow: 0 4px 14px rgba(31, 45, 61, 0.04);
+    }
+
+    .chat-message.user .bubble {
+      grid-column: 1;
+      grid-row: 1;
+      background: #eef4ff;
+      border-color: #d8e5ff;
+    }
+
+    .bubble-meta {
+      display: block;
+      margin-bottom: 4px;
+      color: var(--muted);
+      font-size: 0.78rem;
+      font-weight: 700;
+    }
+
+    .prompt-chips {
+      display: flex;
+      flex-wrap: wrap;
+      gap: 8px;
+    }
+
+    .composer {
+      padding: 14px min(7vw, 72px) 18px;
+      border-top: 1px solid var(--border);
+      background: rgba(255, 255, 255, 0.96);
+    }
+
+    .composer-box {
+      display: grid;
+      gap: 10px;
+      max-width: 1040px;
+      margin: 0 auto;
+      border: 1px solid var(--border);
+      border-radius: 16px;
+      background: #fff;
+      padding: 10px;
+      box-shadow: 0 10px 28px rgba(31, 45, 61, 0.08);
+    }
+
+    .composer-box label {
+      display: none;
+    }
+
+    .composer-box textarea {
+      height: 86px;
+      min-height: 78px;
+      max-height: 180px;
+      border: 0;
+      padding: 8px 10px;
+      resize: vertical;
+      box-shadow: none;
+    }
+
+    .composer-actions {
+      display: flex;
+      align-items: center;
+      justify-content: space-between;
+      gap: 12px;
+      border-top: 1px solid #edf1f5;
+      padding-top: 10px;
+    }
+
+    .scope-summary {
+      color: var(--muted);
+      font-size: 0.86rem;
+    }
+
+    .document-scope {
+      display: none;
+      padding: 10px;
+      border-radius: 10px;
+      background: var(--surface-soft);
+    }
+
+    .composer-box:focus-within .document-scope {
+      display: block;
+    }
+
+    .send-button {
+      border-radius: 999px;
+      min-width: 92px;
+    }
+
+    .result-panel {
+      padding: 14px 18px;
+    }
+
+    .upload-card {
+      background: linear-gradient(180deg, #ffffff 0%, #f8fbff 100%);
+    }
+
+    .upload-dropzone {
+      position: relative;
+      display: grid;
+      place-items: center;
+      min-height: 164px;
+      padding: 18px;
+      border: 1.5px dashed #9fb7e8;
+      border-radius: 12px;
+      background: #f4f8ff;
+      text-align: center;
+      color: var(--text);
+      overflow: hidden;
+    }
+
+    .upload-dropzone input[type="file"] {
+      position: absolute;
+      inset: 0;
+      opacity: 0;
+      cursor: pointer;
+    }
+
+    .upload-icon {
+      width: 44px;
+      height: 44px;
+      border-radius: 12px;
+      display: inline-flex;
+      align-items: center;
+      justify-content: center;
+      margin: 0 auto 10px;
+      background: #ffffff;
+      color: var(--primary);
+      box-shadow: 0 6px 18px rgba(47, 111, 236, 0.14);
+      font-size: 1.3rem;
+      font-weight: 700;
+    }
+
+    .upload-dropzone strong {
+      display: block;
+      margin-bottom: 4px;
+    }
+
+    .rail-card {
+      border: 1px solid var(--border);
+      border-radius: 12px;
+      background: #fff;
+      padding: 12px;
+    }
+
+    .status-grid {
+      display: grid;
+      grid-template-columns: repeat(2, minmax(0, 1fr));
+      gap: 10px;
+    }
+
+    .status-tile {
+      min-height: 74px;
+      border: 1px solid var(--border);
+      border-radius: 12px;
+      padding: 10px;
+      background: var(--surface-soft);
+    }
+
+    .status-tile strong {
+      display: block;
+      margin-bottom: 6px;
+      font-size: 0.82rem;
+    }
+
+    @media (max-width: 1200px) {
+      .chat-layout,
+      .chat-layout:has(.history-toggle:checked) {
+        grid-template-columns: 1fr;
+      }
+      .history-panel,
+      .right-rail {
+        position: static;
+      }
+      .node-strip {
+        max-width: 100%;
+      }
+      .chat-thread,
+      .composer {
+        padding-left: 18px;
+        padding-right: 18px;
+      }
+    }
+  </style>
+
+  <section class="chat-layout">
+    <input class="history-toggle" id="history-collapsed" type="checkbox">
+    <aside class="panel history-panel">
+      <div class="history-head">
+        <div class="history-content">
           <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">
+          <p class="section-copy">按会话快速切换资料包和知识库问答。</p>
+        </div>
+        <label class="button history-collapse" for="history-collapsed" title="收起或展开会话历史">‹ <span>收起</span></label>
+      </div>
+      <div class="history-content">
+        <ul class="detail-list history-list">
           {% for item in conversation_history %}
-            <li class="detail-item">
+            <li class="detail-item history-card">
               <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>
+              <div class="muted">批次：{{ item.batch_id|default:"未绑定" }}</div>
               <div class="muted">风险：{{ item.risk_level }}</div>
               <div class="muted">最近更新：{{ item.updated_at|date:"Y-m-d H:i" }}</div>
               <div class="badge-row" style="margin-top: 8px;">
@@ -61,36 +355,84 @@
               </div>
             </li>
           {% empty %}
-            <li class="detail-item">暂无会话，请先从资料包页面导入资料。</li>
+            <li class="detail-item">
+              <strong>暂无历史会话</strong>
+              <div class="muted">可以直接在中间区域提问，Agent 会优先检索知识库。</div>
+            </li>
           {% endfor %}
         </ul>
-      </article>
       </div>
+    </aside>
 
     <div class="stack">
-      <article class="panel">
-        <div class="section-heading">
+      <article class="panel chat-shell">
+        <div class="chat-head">
           <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>
+            <p class="section-copy">像聊天一样提问，Agent 会结合知识库和所选文档回答。</p>
           </div>
-        </div>
-        {% if conversation %}
-          <div class="badge-row" style="margin-bottom: 14px;">
+          {% if node_results %}
+            <div class="node-strip">
             {% 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">
+          {% endif %}
+        </div>
+
+        <div class="chat-thread">
+          {% if conversation %}
+            <div class="chat-message assistant">
+              <div class="avatar">RA</div>
+              <div class="bubble">
+                <span class="bubble-meta">审核智能体</span>
+                当前会话已就绪。可以询问资料目录、法规依据、字段抽取、一致性问题或风险整改建议。
+              </div>
+            </div>
+          {% else %}
+            <div class="chat-message assistant">
+              <div class="avatar">RA</div>
+              <div class="bubble">
+                <span class="bubble-meta">审核智能体</span>
+                可以先不上传资料，直接询问注册法规、资料清单、模板字段或历史知识库内容。
+              </div>
+            </div>
+          {% endif %}
+          {% if form.message.value %}
+            <div class="chat-message user">
+              <div class="avatar">你</div>
+              <div class="bubble">
+                <span class="bubble-meta">用户问题</span>
+                {{ form.message.value|linebreaksbr }}
+              </div>
+            </div>
+          {% endif %}
+          {% if result %}
+            <div class="chat-message assistant">
+              <div class="avatar">RA</div>
+              <div class="bubble">
+                <span class="bubble-meta">Agent 回答</span>
+                {{ result.answer|linebreaksbr }}
+              </div>
+            </div>
+          {% else %}
+            <div class="prompt-chips">
+              {% for item in prompt_templates %}
+                <span class="pill pill-accent">{{ item }}</span>
+              {% endfor %}
+            </div>
+          {% endif %}
+        </div>
+
+          <form method="post" class="composer" action="{% if conversation %}{% url 'chat:detail' conversation.conversation_id %}{% else %}{% url 'chat:index' %}{% endif %}">
             {% csrf_token %}
-            <div>
+            <div class="composer-box">
               {{ form.message.label_tag }}
               {{ form.message }}
               {% if form.message.errors %}
                 <p class="notice notice-error">{{ form.message.errors|join:" " }}</p>
               {% endif %}
-            </div>
-            <div>
+              <div class="document-scope">
                 {{ form.document_ids.label_tag }}
                 <div class="checkbox-list">
                   {% for checkbox in form.document_ids %}
@@ -99,26 +441,19 @@
                       <span>{{ checkbox.choice_label }}</span>
                     </label>
                   {% empty %}
-                  <div class="notice">当前资料包还没有可选文档。</div>
+                    <div class="notice">未选择文档时，Agent 会按问题检索当前知识库。</div>
                   {% endfor %}
                 </div>
               </div>
-            <div class="button-row">
-              <button type="submit">提交审核任务</button>
+              <div class="composer-actions">
+                <span class="scope-summary">默认检索知识库；聚焦输入框可选择文档范围。</span>
+                <button class="send-button" type="submit">发送问题</button>
+              </div>
             </div>
           </form>
-          {% if result %}
-            <div class="detail-item" style="margin-top: 16px;">
-              <strong>Agent 回答</strong>
-              <div>{{ result.answer|linebreaksbr }}</div>
-            </div>
-          {% endif %}
-        {% else %}
-          <div class="notice">暂无会话，请先导入资料包。</div>
-        {% endif %}
       </article>
 
-      <article class="panel">
+      <article class="panel result-panel">
         <h2 class="section-title">节点式结果</h2>
         {% if analysis_card or export_card or risk_card or notify_card %}
           <div class="stack">
@@ -388,13 +723,17 @@
       </article>
     </div>
 
-    <div class="stack">
-      <article class="panel">
+    <aside class="stack right-rail">
+      <article class="panel upload-card">
+        <div class="right-rail-head">
+          <div>
             <h2 class="section-title">上传区</h2>
-        <p class="section-copy">右侧保留资料包上传入口和当前会话的资料上下文。</p>
+            <p class="section-copy">拖拽或点击导入资料包。</p>
+          </div>
+        </div>
         {% if batch %}
-          <ul class="detail-list">
-            <li class="detail-item">
+          <ul class="detail-list" style="margin-bottom: 14px;">
+            <li class="detail-item rail-card">
               <strong>当前资料包</strong>
               <div>批次：{{ batch.batch_id }}</div>
               <div>文件数：{{ batch.file_count }}</div>
@@ -404,10 +743,14 @@
           </ul>
           <form method="post" action="{% url 'chat:upload-documents' conversation.conversation_id %}" enctype="multipart/form-data" class="stack" style="margin-top: 16px;">
             {% csrf_token %}
-            <div>
-              {{ upload_form.files.label_tag }}
+            <label class="upload-dropzone">
               {{ upload_form.files }}
-            </div>
+              <span>
+                <span class="upload-icon">↑</span>
+                <strong>拖拽补充资料到这里</strong>
+                <span class="muted">或点击选择文件，支持多选和压缩包。</span>
+              </span>
+            </label>
             <div class="button-row">
               <button type="submit">继续上传资料</button>
               <a class="button" href="{% url 'documents:list' %}">返回资料包</a>
@@ -423,30 +766,48 @@
             </div>
           </form>
         {% else %}
-          <div class="notice">暂无绑定资料包。</div>
+          <div class="notice">暂无绑定资料包，仍可先通过中间对话区查询知识库。</div>
+          <form method="post" action="{% url 'documents:upload' %}" enctype="multipart/form-data" class="stack" style="margin-top: 16px;">
+            {% csrf_token %}
+            <input type="hidden" name="scenario_id" value="document_review">
+            <label class="upload-dropzone">
+              {{ upload_form.files }}
+              <span>
+                <span class="upload-icon">↑</span>
+                <strong>拖拽资料包到这里</strong>
+                <span class="muted">PDF、DOCX、MD、TXT、ZIP、7Z、RAR 均可。</span>
+              </span>
+            </label>
+            <div class="button-row">
+              <button type="submit">导入资料包</button>
+              <a class="button" href="{% url 'documents:upload' %}">打开导入向导</a>
+            </div>
+          </form>
         {% endif %}
       </article>
 
       <article class="panel">
         <h2 class="section-title">动态信息卡</h2>
-        <ul class="detail-list">
-          <li class="detail-item">
+        <div class="status-grid">
+          <div class="status-tile">
             <strong>最高风险等级</strong>
             <div>{{ workspace_summary.highest_risk_level }}</div>
-          </li>
-          <li class="detail-item">
+          </div>
+          <div class="status-tile">
             <strong>是否允许正式导出</strong>
             <div>{{ workspace_summary.export_allowed }}</div>
-          </li>
-          <li class="detail-item">
+          </div>
+          <div class="status-tile">
             <strong>通知状态</strong>
             <div>{{ workspace_summary.notify_status }}</div>
-          </li>
-          <li class="detail-item">
+          </div>
+          <div class="status-tile">
             <strong>导出状态</strong>
             <div>{{ workspace_summary.export_status }}</div>
-          </li>
-          <li class="detail-item">
+          </div>
+        </div>
+        <ul class="detail-list" style="margin-top: 10px;">
+          <li class="detail-item rail-card">
             <strong>导出下载地址</strong>
             <div>
               {% if workspace_summary.download_url %}
@@ -456,12 +817,12 @@
               {% endif %}
             </div>
           </li>
-          <li class="detail-item">当前会话围绕 `conversation_id / batch_id / product_name` 串联。</li>
+          <li class="detail-item">当前会话围绕 conversation_id / batch_id / product_name 串联；未绑定资料包时以知识库问答方式执行。</li>
           {% if audit_log %}
             <li class="detail-item"><a href="{% url 'audit:detail' audit_log.id %}">查看本次处理历史</a></li>
           {% endif %}
         </ul>
       </article>
-    </div>
+    </aside>
   </section>
 {% endblock %}

tests/test_chat.py

@@ -10,6 +10,7 @@ from apps.audit.models import NotificationRecord
 from apps.chat.models import Conversation
 from apps.chat.services import (
     create_conversation_for_batch,
+    create_knowledge_conversation,
     execute_conversation_agent,
     execute_conversation_export,
 )
@@ -79,6 +80,47 @@ def test_chat_rejects_empty_message(client, db):
     assert "请输入要咨询的问题" in response.content.decode("utf-8")
 
 
+def test_chat_index_allows_question_before_upload_and_shows_upload_control(client, db):
+    response = client.get(reverse("chat:index"))
+
+    content = response.content.decode("utf-8")
+    assert response.status_code == 200
+    assert "发送问题" in content
+    assert "导入资料包" in content
+    assert "未选择文档时，Agent 会按问题检索当前知识库" in content
+    assert "暂无绑定资料包，仍可先通过中间对话区查询知识库" in content
+
+
+def test_chat_index_post_creates_knowledge_conversation_and_runs_agent(client, db, monkeypatch):
+    captured = {}
+
+    def fake_run_agent(scenario_config, user_input, options=None):
+        captured["scenario_id"] = scenario_config["id"]
+        captured["user_input"] = user_input
+        captured["options"] = options or {}
+        return AgentResult(answer="知识库命中：注册资料目录要求", status="success")
+
+    monkeypatch.setattr("apps.chat.services.run_agent", fake_run_agent)
+
+    response = client.post(
+        reverse("chat:index"),
+        {"message": "注册资料目录有哪些要求？"},
+    )
+
+    content = response.content.decode("utf-8")
+    conversation = Conversation.objects.get()
+    assert response.status_code == 200
+    assert conversation.title == "知识库问答会话"
+    assert conversation.batch_id == ""
+    assert captured["scenario_id"] == "document_review"
+    assert captured["user_input"] == "注册资料目录有哪些要求？"
+    assert captured["options"]["conversation_id"] == conversation.conversation_id
+    assert captured["options"]["batch_id"] == ""
+    assert captured["options"]["document_ids"] == []
+    assert "知识库命中：注册资料目录要求" in content
+    assert AgentAuditLog.objects.filter(conversation_id=conversation.conversation_id).count() == 1
+
+
 def test_chat_passes_selected_document_ids_to_agent_core(client, db, monkeypatch):
     batch, conversation = _create_conversation_with_batch()
     selected = UploadedDocument.objects.create(
@@ -484,7 +526,7 @@ def test_chat_page_shows_upload_entry_and_dynamic_context_cards(client, db):
     assert "飞书通知 / 待处理" in content
 
 
-def test_chat_page_shows_top_context_and_recommended_prompts(client, db):
+def test_chat_page_keeps_prompts_inside_chat_thread_without_top_cards(client, db):
     batch, conversation = _create_conversation_with_batch()
     conversation.task_status = "processing"
     conversation.node_results = [
@@ -503,13 +545,9 @@ def test_chat_page_shows_top_context_and_recommended_prompts(client, db):
 
     content = response.content.decode("utf-8")
     assert response.status_code == 200
-    assert "顶部对话上下文" in content
-    assert "当前流程类型" in content
-    assert "registration" in content
-    assert "当前审核阶段" in content
-    assert "处理中" in content
-    assert "当前最高风险等级" in content
-    assert "推荐提问模板" in content
+    assert "顶部对话上下文" not in content
+    assert "推荐提问模板" not in content
+    assert "对话区与节点导航" in content
     assert "请汇总当前资料包的章节点、页数和目录覆盖情况" in content
     assert "请给出当前资料包的高风险项、责任人和整改建议" in content
 
@@ -538,19 +576,15 @@ def test_chat_page_explicitly_shows_batch_product_stage_and_export_context(clien
 
     content = response.content.decode("utf-8")
     assert response.status_code == 200
+    assert "Agent Workspace" not in content
     assert f"批次：{batch.batch_id}" in content
-    assert f"产品：{batch.product_name}" in content
-    assert "阶段：处理中" in content
-    assert "批次编号" in content
-    assert batch.batch_id in content
-    assert "产品名称" in content
     assert batch.product_name in content
-    assert "当前审核阶段" in content
-    assert "处理中" in content
-    assert "当前最高风险等级" in content
-    assert ">高<" in content
+    assert "批次编号" not in content
+    assert "当前审核阶段" not in content
+    assert "最高风险等级" in content
+    assert "高" in content
     assert "是否允许正式导出" in content
-    assert ">否<" in content
+    assert "否" in content
 
 
 def test_chat_page_shows_overview_card_from_conversation_summary(client, db):

tests/test_llm_provider.py

@@ -5,6 +5,8 @@ from agent_core.llm_provider import (
     create_llm_provider,
     get_runtime_llm_config,
 )
+from urllib.error import HTTPError
+from io import BytesIO
 
 
 def test_create_llm_provider_requires_api_key_for_openai_compatible():
@@ -72,6 +74,53 @@ def test_openai_compatible_provider_posts_chat_completion(monkeypatch):
     assert captured["headers"]["Authorization"] == "Bearer sk-test"
 
 
+def test_openai_compatible_provider_falls_back_when_response_format_is_rejected(monkeypatch):
+    captured_bodies = []
+
+    class FakeResponse:
+        def __enter__(self):
+            return self
+
+        def __exit__(self, exc_type, exc, traceback):
+            return False
+
+        def read(self):
+            return b'{"choices":[{"message":{"content":"fallback ok"}}],"model":"demo-model"}'
+
+    def fake_urlopen(request, timeout):
+        body = request.data.decode("utf-8")
+        captured_bodies.append(body)
+        if len(captured_bodies) == 1:
+            raise HTTPError(
+                request.full_url,
+                400,
+                "Bad Request",
+                hdrs=None,
+                fp=BytesIO(b'{"error":{"message":"response_format is not supported"}}'),
+            )
+        return FakeResponse()
+
+    monkeypatch.setattr("agent_core.llm_provider.urlopen", fake_urlopen)
+    provider = create_llm_provider(
+        {
+            "LLM_PROVIDER": "openai_compatible",
+            "LLM_API_KEY": "sk-test",
+            "LLM_BASE_URL": "https://api.siliconflow.cn/v1",
+            "LLM_MODEL": "demo-model",
+        }
+    )
+
+    response = provider.generate(
+        [{"role": "user", "content": "hello"}],
+        response_format={"type": "json_object"},
+    )
+
+    assert response.success is True
+    assert response.content == "fallback ok"
+    assert '"response_format"' in captured_bodies[0]
+    assert '"response_format"' not in captured_bodies[1]
+
+
 def test_embedding_provider_uses_openai_compatible_embeddings(monkeypatch):
     class FakeResponse:
         def __enter__(self):