diff --git a/src/components/adminRdmSections.tsx b/src/components/adminRdmSections.tsx
index 9ae19b3..74f6b70 100644
--- a/src/components/adminRdmSections.tsx
+++ b/src/components/adminRdmSections.tsx
@@ -2,7 +2,7 @@
 // 门控集中在 src/rdmManagement.ts；分区可见性由 ProjectSettingsModal 按 store 的
 // rdm*Available 门控（命令面不齐不渲染，普通基座零暴露）。样式只复用
 // 既有 ad-*/lg-*/settings-* 类（design-guard 棘轮：不新增裸色值/字号）。
-import { useEffect, useState, useRef, useCallback } from 'react'
+import { useEffect, useState, useRef, useCallback, useMemo } from 'react'
 import { api } from '../api'
 import type { Project } from '../contracts'
 import { projectWorkError } from '../projectmeta'
@@ -16,8 +16,9 @@ import {
 // ---- 项目设置：成员（P7：可搜索人员选择器 + 专业角色/项目身份两列 + 显式身份调整）----
 
 import {
-  type MemberMatchMode, type PersonPickItem, type RdmAccount, type RdmMemberPage, type RdmProfRole,
-  MATCH_MODE_LABELS, accountListParams, accountsToPickItems, appendMemberPage, memberListParams,
+  type MemberMatchMode, type PersonPickItem, type RdmAccountPage, type RdmMemberPage, type RdmProfRole,
+  type SearchFieldsChoice,
+  MATCH_MODE_LABELS, SEARCH_FIELDS, accountCandidatePager, accountSearchKey, appendMemberPage, memberListParams,
   personLabel, roleOptionsPayload,
 } from '../rdmManagement'
 
@@ -46,6 +47,7 @@ export function RdmMembersSection({ project }: { project: Project }) {
   const [pickedItems, setPickedItems] = useState<PersonPickItem[]>([])
   const [candRoleId, setCandRoleId] = useState('')
   const [candMatch, setCandMatch] = useState<MemberMatchMode>('fuzzy')
+  const [candFields, setCandFields] = useState<SearchFieldsChoice>('both')
   const [role, setRole] = useState<'member' | 'owner'>('member')
   // 成员表经 ref 参与取数（已加入标记），保持 fetchPage 身份稳定（Picker 依赖）。
   const rowsRef = useRef<MemberRow[] | null>(null)
@@ -56,7 +58,7 @@ export function RdmMembersSection({ project }: { project: Project }) {
 
   useEffect(() => {
     setPicked([]); setPickedItems([]); knownPicks.current.clear()
-    setCandRoleId(''); setCandMatch('fuzzy'); setMemberQuery(''); setMemberRoleId('')
+    setCandRoleId(''); setCandMatch('fuzzy'); setCandFields('both'); setMemberQuery(''); setMemberRoleId('')
     setRoleOptions(null)
     let live = true
     cmd<{ roles?: RdmProfRole[] }>('rdm.role.options', roleOptionsPayload(projectId))
@@ -65,14 +67,19 @@ export function RdmMembersSection({ project }: { project: Project }) {
     return () => { live = false }
   }, [project])
 
-  /** 人员选择器取数适配：rdm.account.list 服务端按 query/roleId/match 先过滤后分页。 */
-  const fetchPage = useCallback(async (query: string, cursor: string, limit: number) => {
-    const out = await cmd<{ accounts?: RdmAccount[]; next?: string }>('rdm.account.list',
-      accountListParams(projectId, { query, cursor, limit, roleId: candRoleId, match: candMatch }))
-    const items = accountsToPickItems(out.accounts, (rowsRef.current ?? []).map(m => m.owner))
-    for (const it of items) knownPicks.current.set(it.id, it)
-    return { items, nextCursor: out.next || undefined }
-  }, [project, candRoleId, candMatch])
+  const candOptions = useMemo(() => ({ mode: candMatch, searchFields: SEARCH_FIELDS[candFields].fields, roleId: candRoleId }),
+    [candMatch, candFields, candRoleId])
+
+  /** 人员选择器取数适配：rdm.account.list 服务端按 query/mode/searchFields/roleId 先过滤后分页。 */
+  const fetchPage = useMemo(() => {
+    const page = accountCandidatePager(params => cmd<RdmAccountPage>('rdm.account.list', params), projectId,
+      { ...candOptions, joinedOwners: () => (rowsRef.current ?? []).map(m => m.owner) })
+    return async (query: string, cursor: string, limit: number) => {
+      const out = await page(query, cursor, limit)
+      for (const it of out.items) knownPicks.current.set(it.id, it)
+      return out
+    }
+  }, [project, candOptions])
 
   /** cursor 空＝重载首页（clear 时先清空表格）；非空＝追加下一页。 */
   const loadMembers = useCallback(async (cursor: string, clear: boolean) => {
@@ -120,7 +127,7 @@ export function RdmMembersSection({ project }: { project: Project }) {
 
   const pickedId = picked[0] ?? ''
   const pickedItem = pickedItems.find(it => it.id === pickedId)
-  const pickedValid = !!pickedId && !pickedItem?.disabled && !(rows ?? []).some(m => m.owner === pickedId)
+  const pickedValid = !!pickedItem && !pickedItem.disabled && !(rows ?? []).some(m => m.owner === pickedItem.owner)
   const pickerDisabled = busy || !!writeError
   const filtering = memberQuery.trim() !== '' || memberRoleId !== ''
 
@@ -143,6 +150,11 @@ export function RdmMembersSection({ project }: { project: Project }) {
             {(Object.keys(MATCH_MODE_LABELS) as MemberMatchMode[]).map(m =>
               <option key={m} value={m}>{MATCH_MODE_LABELS[m]}</option>)}
           </select>
+          <select className="lg-input" aria-label="检索字段" value={candFields}
+            onChange={e => setCandFields(e.target.value as SearchFieldsChoice)}>
+            {(Object.keys(SEARCH_FIELDS) as SearchFieldsChoice[]).map(f =>
+              <option key={f} value={f}>{SEARCH_FIELDS[f].label}</option>)}
+          </select>
         </div>
         <div className="ad-row">
           <Picker
@@ -151,21 +163,22 @@ export function RdmMembersSection({ project }: { project: Project }) {
             onSelect={onPick}
             selectedItems={pickedItems}
             fetchPage={fetchPage}
-            reloadKey={`${projectId}|${candRoleId}|${candMatch}`}
+            reloadKey={accountSearchKey(projectId, candOptions)}
             disabled={pickerDisabled}
-            placeholder="输入账号或姓名，或浏览候选…"
+            placeholder={candMatch === 'fuzzy' ? '输入至少两个字符搜索账号或姓名' : '输入完整账号或姓名精确搜索'}
+            emptyText="输入后显示匹配账号"
           />
           <select className="lg-input" value={role} onChange={e => setRole(e.target.value as 'member' | 'owner')}>
             <option value="member">项目成员</option>
             <option value="owner">项目负责人</option>
           </select>
           <button className="lg-submit ad-create-btn" disabled={pickerDisabled || !pickedValid}
-            onClick={() => run(`已添加 ${pickedItem ? personLabel({ owner: pickedId, name: pickedItem.title }) : pickedId}`, async () => {
-              await cmd('rdm.project.member.add', memberAddPayload(projectId, pickedId, role))
+            onClick={() => pickedItem && run(`已添加 ${personLabel({ owner: pickedItem.owner, name: pickedItem.title })}`, async () => {
+              await cmd('rdm.project.member.add', memberAddPayload(projectId, pickedItem.owner, role, pickedItem.id))
               setPicked([]); setPickedItems([])
             })}>添加成员</button>
         </div>
-        <p className="ad-hint">候选来自系统账号目录（姓名为空时显示账号），无效账号不提供；已加入项目的账号显示为不可选——调整身份请在成员表中操作。最后一位负责人不可移除/降级。</p>
+        <p className="ad-hint">候选来自系统账号目录（输入后检索，姓名为空时显示账号）；无效账号与已加入项目的账号显示为不可选——调整身份请在成员表中操作。最后一位负责人不可移除/降级。</p>
       </div>
       <div className="ad-row">
         <input className="lg-input" aria-label="搜索成员" placeholder="搜索成员账号或姓名" value={memberQuery}
diff --git a/src/components/duties/RdmDutiesSection.tsx b/src/components/duties/RdmDutiesSection.tsx
index b7e8523..8883827 100644
--- a/src/components/duties/RdmDutiesSection.tsx
+++ b/src/components/duties/RdmDutiesSection.tsx
@@ -1,14 +1,17 @@
-import { useEffect, useRef, useState } from 'react'
+import { useEffect, useMemo, useRef, useState } from 'react'
 import { api } from '../../api'
 import type { Project } from '../../contracts'
 import { projectWorkError } from '../../projectmeta'
 import { Btn, Collapsible, EmptyState, Icon } from '@ui'
-import { dutyMatrixPayload, dutyPreviewPayload, dutyLegacyPayload } from '../../rdmManagement'
+import {
+  SEARCH_FIELDS, accountCandidatePager, accountSearchKey, dutyMatrixPayload, dutyPreviewPayload, dutyLegacyPayload,
+  type DutyAccountIds, type MemberMatchMode, type PersonPickItem, type RdmAccountPage, type SearchFieldsChoice,
+} from '../../rdmManagement'
 import {
   absorbServerDocs, dirtyDocs, editCell, savePayload,
   type CellDuty, type DutyDocDraft, type DutyMember,
 } from '../../duties/draft'
-import { DutyByDocumentView, DutyByMemberView, DutyChangePreview, DutyMatrixView } from '../../duties/views'
+import { DutyByDocumentView, DutyByMemberView, DutyCandidateSearch, DutyChangePreview, DutyMatrixView } from '../../duties/views'
 
 type ViewName = 'member' | 'document' | 'matrix'
 
@@ -68,6 +71,9 @@ export function RdmDutiesSection({ project }: { project: Project }) {
   const [confirm, setConfirm] = useState(false)
   const [legacy, setLegacy] = useState<LegacyOut['findings']>([])
   const [legacyOpen, setLegacyOpen] = useState(false)
+  const [candMode, setCandMode] = useState<MemberMatchMode>('fuzzy')
+  const [candFields, setCandFields] = useState<SearchFieldsChoice>('both')
+  const [accountIds, setAccountIds] = useState<DutyAccountIds>({})
   const seq = useRef(0)
   const op = useRef(0)
   const docsRef = useRef(docs)
@@ -117,12 +123,25 @@ export function RdmDutiesSection({ project }: { project: Project }) {
     return () => { seq.current += 1 }
   }, [project, query, stage, typeKey, assignment, docCursor])
 
+  useEffect(() => { setAccountIds({}) }, [project])
+
+  const candOptions = useMemo(() => ({ docId, mode: candMode, searchFields: SEARCH_FIELDS[candFields].fields }),
+    [docId, candMode, candFields])
+  const fetchCandidates = useMemo(() => accountCandidatePager(
+    params => api.rdmProjectCommand<RdmAccountPage>(project, 'rdm.account.list', params), projectId, candOptions,
+  ), [project, candOptions])
+
   const onCell = (id: string, owner: string, duty: CellDuty) => {
     setPreview([])
     setConfirm(false)
     setDocs(current => editCell(current, id, owner, duty))
   }
 
+  const onCandidate = (id: string, candidate: PersonPickItem, duty: Exclude<CellDuty, 'none'>) => {
+    setAccountIds(current => ({ ...current, [candidate.owner]: candidate.id }))
+    onCell(id, candidate.owner, duty)
+  }
+
   const visibleDocs = docs.filter(doc => {
     const text = `${doc.title} ${doc.code} ${doc.docId}`.toLowerCase()
     if (query && !text.includes(query.trim().toLowerCase())) return false
@@ -132,7 +151,7 @@ export function RdmDutiesSection({ project }: { project: Project }) {
   })
 
   const save = async () => {
-    const payload = savePayload(docsRef.current, confirm)
+    const payload = savePayload(docsRef.current, confirm, accountIds)
     if (payload.issues.length > 0) {
       setErr(payload.issues.join('；'))
       return
@@ -154,7 +173,7 @@ export function RdmDutiesSection({ project }: { project: Project }) {
         return
       }
       sent = true
-      await api.rdmProjectCommand(project, 'rdm.review.assign.doc.batch', dutyPreviewPayload(projectId, savePayload(docsRef.current, confirm).docs))
+      await api.rdmProjectCommand(project, 'rdm.review.assign.doc.batch', dutyPreviewPayload(projectId, savePayload(docsRef.current, confirm, accountIds).docs))
       if (request !== seq.current) return
       setNotice('已保存文档职责')
       setPreview([])
@@ -228,6 +247,14 @@ export function RdmDutiesSection({ project }: { project: Project }) {
       </div>
       {view === 'member' && <DutyByMemberView member={member} members={members} docs={visibleDocs} disabled={disabled} onMember={setMember} onCell={onCell} />}
       {view === 'document' && <DutyByDocumentView docId={docId} docs={visibleDocs} members={members} disabled={disabled} onDoc={setDocId} onCell={onCell} />}
+      {view === 'document' && (() => {
+        const doc = docs.find(item => item.docId === docId)
+        return doc ? (
+          <DutyCandidateSearch doc={doc} mode={candMode} fields={candFields} fetchPage={fetchCandidates}
+            reloadKey={accountSearchKey(projectId, candOptions)} disabled={disabled}
+            onMode={setCandMode} onFields={setCandFields} onAssign={(candidate, duty) => onCandidate(doc.docId, candidate, duty)} />
+        ) : null
+      })()}
       {view === 'matrix' && <DutyMatrixView docs={visibleDocs} members={members} disabled={disabled} narrow={narrow} onCell={onCell} />}
       <div className="ad-row">
         {docCursor && <button className="ad-mini" disabled={busy} onClick={() => setDocCursor('')}>文档首页</button>}
diff --git a/src/duties/draft.ts b/src/duties/draft.ts
index eddf52b..20c1676 100644
--- a/src/duties/draft.ts
+++ b/src/duties/draft.ts
@@ -1,4 +1,6 @@
 // 文档职责草稿的唯一存储。三个视图只投影这份数据；单元格值由三权反推。
+import { dutyAccountIds, type DutyAccountIds } from '../rdmManagement'
+
 export type CellDuty = 'none' | 'author' | 'reviewer' | 'approver'
 
 interface DutyRoles {
@@ -35,6 +37,7 @@ interface DutySaveItem {
   approver: string
   expectedDutyVersion: number
   confirmInvalidation: boolean
+  accountIds?: DutyAccountIds
 }
 
 export function cellDuty(roles: DutyRoles, owner: string): CellDuty {
@@ -174,7 +177,10 @@ export function dirtyDocs(docs: DutyDocDraft[]): DutyDocDraft[] {
   return docs.filter(doc => doc.dirty)
 }
 
-export function savePayload(docs: DutyDocDraft[], confirmInvalidation: boolean): { docs: DutySaveItem[]; issues: string[] } {
+/** accountIds：候选检索选中的 owner → userId；每份文档只携带其职责涉及的人。 */
+export function savePayload(
+  docs: DutyDocDraft[], confirmInvalidation: boolean, accountIds?: DutyAccountIds,
+): { docs: DutySaveItem[]; issues: string[] } {
   const dirty = dirtyDocs(docs)
   const issues: string[] = []
   if (dirty.length === 0) issues.push('没有未保存的职责')
@@ -183,14 +189,18 @@ export function savePayload(docs: DutyDocDraft[], confirmInvalidation: boolean):
     for (const issue of saveIssues(doc)) issues.push(`${doc.title}：${issue}`)
   }
   return {
-    docs: dirty.slice(0, 20).map(doc => ({
-      docId: doc.docId,
-      author: doc.author,
-      reviewers: doc.reviewers,
-      approver: doc.approver,
-      expectedDutyVersion: doc.dutyVersion,
-      confirmInvalidation: confirmInvalidation && doc.activeRound > 0,
-    })),
+    docs: dirty.slice(0, 20).map(doc => {
+      const ids = dutyAccountIds(doc, accountIds)
+      return {
+        docId: doc.docId,
+        author: doc.author,
+        reviewers: doc.reviewers,
+        approver: doc.approver,
+        expectedDutyVersion: doc.dutyVersion,
+        confirmInvalidation: confirmInvalidation && doc.activeRound > 0,
+        ...(ids ? { accountIds: ids } : {}),
+      }
+    }),
     issues,
   }
 }
diff --git a/src/duties/views.tsx b/src/duties/views.tsx
index cde818c..9b42568 100644
--- a/src/duties/views.tsx
+++ b/src/duties/views.tsx
@@ -1,5 +1,11 @@
+import { useCallback, useEffect, useRef, useState } from 'react'
+import { Picker } from '@ui'
 import type { CellDuty, DutyDocDraft, DutyMember } from './draft'
 import { cellDuty, completeness, replacementNote, saveIssues } from './draft'
+import {
+  MATCH_MODE_LABELS, SEARCH_FIELDS,
+  type MemberMatchMode, type PersonPickItem, type SearchFieldsChoice,
+} from '../rdmManagement'
 
 const DUTY_OPTIONS: { value: CellDuty; label: string }[] = [
   { value: 'none', label: '无职责' },
@@ -120,6 +126,67 @@ export function DutyByDocumentView({
   )
 }
 
+type AssignedDuty = Exclude<CellDuty, 'none'>
+
+/** 文档职责候选检索：rdm.account.list 携带 docId，只有当前有效成员可选；选中后按 userId 指派。 */
+export function DutyCandidateSearch({
+  doc, mode, fields, fetchPage, reloadKey, disabled, onMode, onFields, onAssign,
+}: {
+  doc: DutyDocDraft
+  mode: MemberMatchMode
+  fields: SearchFieldsChoice
+  fetchPage: (query: string, cursor: string, limit: number) => Promise<{ items: PersonPickItem[]; nextCursor?: string }>
+  reloadKey: string
+  disabled: boolean
+  onMode: (mode: MemberMatchMode) => void
+  onFields: (fields: SearchFieldsChoice) => void
+  onAssign: (candidate: PersonPickItem, duty: AssignedDuty) => void
+}) {
+  const [picked, setPicked] = useState<PersonPickItem | null>(null)
+  const [duty, setDuty] = useState<AssignedDuty>('reviewer')
+  const known = useRef(new Map<string, PersonPickItem>())
+  useEffect(() => { known.current.clear(); setPicked(null) }, [reloadKey])
+  const fetchKnown = useCallback(async (query: string, cursor: string, limit: number) => {
+    const page = await fetchPage(query, cursor, limit)
+    for (const item of page.items) known.current.set(item.id, item)
+    return page
+  }, [fetchPage])
+  return (
+    <div className="settings-group">
+      <h4>搜索候选人</h4>
+      <div className="ad-row">
+        <select className="lg-input" aria-label="候选匹配方式" value={mode} onChange={event => onMode(event.target.value as MemberMatchMode)}>
+          {(Object.keys(MATCH_MODE_LABELS) as MemberMatchMode[]).map(m => <option key={m} value={m}>{MATCH_MODE_LABELS[m]}</option>)}
+        </select>
+        <select className="lg-input" aria-label="候选检索字段" value={fields} onChange={event => onFields(event.target.value as SearchFieldsChoice)}>
+          {(Object.keys(SEARCH_FIELDS) as SearchFieldsChoice[]).map(f => <option key={f} value={f}>{SEARCH_FIELDS[f].label}</option>)}
+        </select>
+      </div>
+      <div className="ad-row">
+        <Picker
+          aria-label="职责候选人"
+          selected={picked ? [picked.id] : []}
+          selectedItems={picked ? [picked] : []}
+          onSelect={ids => setPicked(known.current.get(ids[0] ?? '') ?? null)}
+          fetchPage={fetchKnown}
+          reloadKey={reloadKey}
+          disabled={disabled}
+          placeholder={mode === 'fuzzy' ? '输入至少两个字符搜索账号或姓名' : '输入完整账号或姓名精确搜索'}
+          emptyText="输入后显示当前有效成员"
+        />
+        <select className="lg-input" aria-label="候选人职责" value={duty} onChange={event => setDuty(event.target.value as AssignedDuty)}>
+          {DUTY_OPTIONS.filter(option => option.value !== 'none').map(option => <option key={option.value} value={option.value}>{option.label}</option>)}
+        </select>
+        <button className="ad-mini" disabled={disabled || !picked || picked.disabled}
+          onClick={() => { if (picked) { onAssign(picked, duty); setPicked(null) } }}>
+          {picked ? `指派到 ${doc.title}` : '指派'}
+        </button>
+      </div>
+      {picked && <p className="ad-hint">{picked.title} · {picked.owner}{replacementNote(doc, picked.owner, duty) ? `（${replacementNote(doc, picked.owner, duty)}）` : ''}</p>}
+    </div>
+  )
+}
+
 export function DutyMatrixView({
   docs, members, disabled, narrow, onCell,
 }: {
diff --git a/src/rdmManagement.ts b/src/rdmManagement.ts
index 344f777..06ae571 100644
--- a/src/rdmManagement.ts
+++ b/src/rdmManagement.ts
@@ -102,19 +102,39 @@ export const roleActionPayload = (roleId: string, action: string, def: boolean,
 export const roleAssignPayload = (owner: string, roleId: string) => ({ owner, roleId })
 export const roleDisablePayload = (roleId: string, disabled: boolean) => ({ roleId, disabled })
 
-export const memberAddPayload = (projectId: string, member: string, role: 'owner' | 'member' = 'member') =>
-  ({ projectId, member, role })
+/** userId 为候选检索选中的稳定账号；服务端按 member 精确查找后比对，不一致即拒。 */
+export const memberAddPayload = (projectId: string, member: string, role: 'owner' | 'member' = 'member', userId?: string) =>
+  ({ projectId, member, role, ...(userId ? { userId } : {}) })
 export const memberRemovePayload = (projectId: string, member: string) => ({ projectId, member })
 export const memberSetRolePayload = (projectId: string, member: string, role: 'owner' | 'member') => ({ projectId, member, role })
 
+/** 职责账号身份：owner → 候选检索选中的 userId。 */
+export type DutyAccountIds = Record<string, string>
+
+/** 只保留本条职责实际涉及的人；为空不携带。 */
+export function dutyAccountIds(
+  roles: { author: string; reviewers: string[]; approver: string }, known: DutyAccountIds | undefined,
+): DutyAccountIds | undefined {
+  if (!known) return undefined
+  const out: DutyAccountIds = {}
+  for (const owner of [roles.author, ...roles.reviewers, roles.approver]) {
+    if (owner && known[owner]) out[owner] = known[owner]
+  }
+  return Object.keys(out).length > 0 ? out : undefined
+}
+
 export const assignDocDutiesPayload = (
   projectId: string, docId: string, author: string, reviewers: string[], approver: string,
-  extra?: { expectedDutyVersion?: number; confirmInvalidation?: boolean },
-) => ({
-  projectId, docId, author, reviewers, approver,
-  ...(extra?.expectedDutyVersion !== undefined ? { expectedDutyVersion: extra.expectedDutyVersion } : {}),
-  ...(extra?.confirmInvalidation !== undefined ? { confirmInvalidation: extra.confirmInvalidation } : {}),
-})
+  extra?: { expectedDutyVersion?: number; confirmInvalidation?: boolean; accountIds?: DutyAccountIds },
+) => {
+  const accountIds = dutyAccountIds({ author, reviewers, approver }, extra?.accountIds)
+  return {
+    projectId, docId, author, reviewers, approver,
+    ...(extra?.expectedDutyVersion !== undefined ? { expectedDutyVersion: extra.expectedDutyVersion } : {}),
+    ...(extra?.confirmInvalidation !== undefined ? { confirmInvalidation: extra.confirmInvalidation } : {}),
+    ...(accountIds ? { accountIds } : {}),
+  }
+}
 
 export const dutyMatrixPayload = (
   projectId: string,
@@ -136,7 +156,10 @@ export const dutyMatrixPayload = (
 
 export const dutyPreviewPayload = (
   projectId: string,
-  docs: { docId: string; author: string; reviewers: string[]; approver: string; expectedDutyVersion: number; confirmInvalidation: boolean }[],
+  docs: {
+    docId: string; author: string; reviewers: string[]; approver: string
+    expectedDutyVersion: number; confirmInvalidation: boolean; accountIds?: DutyAccountIds
+  }[],
 ) => ({ projectId, docs })
 
 export const dutyLegacyPayload = (projectId: string) => ({ projectId })
@@ -172,12 +195,16 @@ export const commandRequestBody = (params: Record<string, unknown>, source?: Com
 // ---- 项目成员页：候选检索 + 成员表检索（R2 契约：服务端先过滤后分页） ----
 
 export type MemberMatchMode = 'fuzzy' | 'exact'
+type AccountSearchField = 'owner' | 'name'
 export interface RdmProfRole { roleId: string; name: string }
 /** rdm.account.list 单条候选。 */
 export interface RdmAccount {
-  owner: string; name?: string; valid: boolean; joined?: boolean
+  userId: string; owner: string; name?: string; valid: boolean; joined?: boolean
   projectRole?: string; profRole?: RdmProfRole | null
 }
+export interface RdmAccountPage {
+  accounts?: RdmAccount[]; next?: string; directoryVersion?: string; count?: number
+}
 /** rdm.project.member.list 单条成员。 */
 export interface RdmMemberRow {
   owner: string; name?: string; role: string; addedBy: string; addedAt: string
@@ -186,32 +213,78 @@ export interface RdmMemberRow {
 export interface RdmMemberPage {
   members: RdmMemberRow[]; next?: string; total?: number; accountDirectoryAvailable?: boolean
 }
-/** 与 @ui PickItem 结构兼容（纯逻辑层不依赖组件库）。 */
+/** 与 @ui PickItem 结构兼容（纯逻辑层不依赖组件库）；id 为稳定 userId，owner 为提交用账号。 */
 export interface PersonPickItem {
-  id: string; title: string; subtitle?: string; disabled?: boolean; disabledReason?: string
+  id: string; owner: string; title: string; subtitle?: string; disabled?: boolean; disabledReason?: string
 }
 
 export const MEMBER_PAGE_LIMIT = 50
+const ACCOUNT_PAGE_LIMIT = 50
 export const JOINED_REASON = '已加入项目'
+export const INVALID_REASON = '账号无效'
+export const NOT_MEMBER_REASON = '非当前项目成员'
 export const MATCH_MODE_LABELS: Record<MemberMatchMode, string> = {
   fuzzy: '模糊匹配',
   exact: '精确账号或姓名',
 }
+export type SearchFieldsChoice = 'both' | 'owner' | 'name'
+export const SEARCH_FIELDS: Record<SearchFieldsChoice, { label: string; fields: AccountSearchField[] }> = {
+  both: { label: '账号和姓名', fields: ['owner', 'name'] },
+  owner: { label: '仅账号', fields: ['owner'] },
+  name: { label: '仅姓名', fields: ['name'] },
+}
 
 export const roleOptionsPayload = (projectId: string) => ({ projectId, purpose: 'members' as const })
 
-/** 空串筛选不携带（缺省＝不过滤）；match 恒携带，服务端据此选择匹配语义。 */
-export function accountListParams(projectId: string, opts: {
-  query?: string; cursor?: string; limit: number; roleId?: string; match?: MemberMatchMode
+interface AccountSearchOptions {
+  mode?: MemberMatchMode
+  searchFields?: AccountSearchField[]
+  roleId?: string
+  /** 携带即按该文档的职责候选检索（仅当前有效成员）。 */
+  docId?: string
+}
+
+/** 只用 mode（match 是服务端旧别名，两者并存且不一致会被拒）；空串筛选不携带。 */
+export function accountListParams(projectId: string, opts: AccountSearchOptions & {
+  query?: string; cursor?: string; limit: number
 }) {
   const query = opts.query?.trim() ?? ''
   return {
     projectId,
-    limit: opts.limit,
-    match: opts.match ?? 'fuzzy',
+    limit: Math.min(Math.max(1, opts.limit), ACCOUNT_PAGE_LIMIT),
+    mode: opts.mode ?? 'fuzzy',
+    ...(opts.searchFields && opts.searchFields.length > 0 ? { searchFields: [...opts.searchFields] } : {}),
     ...(query ? { query } : {}),
     ...(opts.cursor ? { cursor: opts.cursor } : {}),
     ...(opts.roleId ? { roleId: opts.roleId } : {}),
+    ...(opts.docId ? { docId: opts.docId } : {}),
+  }
+}
+
+/** Picker reloadKey：项目/文档/匹配方式/检索字段/角色任一变化都清空查询与游标。 */
+export function accountSearchKey(projectId: string, opts: AccountSearchOptions): string {
+  return JSON.stringify([projectId, opts.docId ?? '', opts.mode ?? 'fuzzy', opts.searchFields ?? [], opts.roleId ?? ''])
+}
+
+/**
+ * Picker 取数适配。空 query 不发请求（服务端空查询不枚举）；cursor 只在签发它的
+ * 同一检索条件（query + 选项）下沿用，条件变化即回到首页。
+ */
+export function accountCandidatePager(
+  run: (params: ReturnType<typeof accountListParams>) => Promise<RdmAccountPage>,
+  projectId: string,
+  opts: AccountSearchOptions & { joinedOwners?: () => Iterable<string> },
+) {
+  const base = accountSearchKey(projectId, opts)
+  let issuedFor = ''
+  return async (query: string, cursor: string, limit: number): Promise<{ items: PersonPickItem[]; nextCursor?: string }> => {
+    const q = query.trim()
+    if (!q) { issuedFor = ''; return { items: [] } }
+    const key = `${base}|${q}`
+    const out = await run(accountListParams(projectId, { ...opts, query: q, cursor: key === issuedFor ? cursor : '', limit }))
+    issuedFor = out.next ? key : ''
+    const items = accountsToPickItems(out.accounts, opts.joinedOwners?.() ?? [], opts.docId ? 'duty' : 'member')
+    return { items, nextCursor: out.next || undefined }
   }
 }
 
@@ -237,16 +310,25 @@ export function personLabel(p: { owner: string; name?: string }): string {
   return name && name !== p.owner ? `${name} · ${p.owner}` : p.owner
 }
 
-/** 候选映射：无效账号不提供；已加入（服务端 joined 或已在成员表）可见但不可选。 */
-export function accountsToPickItems(accounts: RdmAccount[] | undefined, joinedOwners: Iterable<string> = []): PersonPickItem[] {
+/**
+ * 候选映射（id＝userId；无 userId 的行无法稳定提交，不提供）。无效账号可见但不可选；
+ * member：已加入（服务端 joined 或已在成员表）不可选；duty：只有当前成员可选。
+ */
+export function accountsToPickItems(
+  accounts: RdmAccount[] | undefined, joinedOwners: Iterable<string> = [], purpose: 'member' | 'duty' = 'member',
+): PersonPickItem[] {
   const joined = new Set(joinedOwners)
-  return (accounts ?? []).filter(a => a.valid).map(a => {
+  return (accounts ?? []).filter(a => a.userId && a.owner).map(a => {
     const isJoined = a.joined === true || joined.has(a.owner)
+    const reason = !a.valid ? INVALID_REASON
+      : purpose === 'member' && isJoined ? JOINED_REASON
+        : purpose === 'duty' && !isJoined ? NOT_MEMBER_REASON : ''
     return {
-      id: a.owner,
+      id: a.userId,
+      owner: a.owner,
       title: a.name?.trim() || a.owner,
       subtitle: a.owner,
-      ...(isJoined ? { disabled: true, disabledReason: JOINED_REASON } : {}),
+      ...(reason ? { disabled: true, disabledReason: reason } : {}),
     }
   })
 }
diff --git a/test/duty-draft.test.ts b/test/duty-draft.test.ts
index 7747784..0c00e78 100644
--- a/test/duty-draft.test.ts
+++ b/test/duty-draft.test.ts
@@ -69,5 +69,16 @@ describe('文档职责草稿', () => {
       docId: 'd1', author: 'alice', reviewers: ['bob'], approver: 'carol',
       expectedDutyVersion: 3, confirmInvalidation: true,
     })
+    expect(one.docs[0]).not.toHaveProperty('accountIds')
+  })
+
+  it('候选检索选中的 userId 随预览/批量保存以 accountIds{owner:userId} 携带，只含本文档职责人', () => {
+    const known = { bob: 'u-bob', erin: 'u-erin' }
+    const out = savePayload([
+      doc({ dirty: true }),
+      doc({ docId: 'd2', dirty: true, author: 'dave', reviewers: ['frank'], approver: 'gina' }),
+    ], false, known)
+    expect(out.docs[0].accountIds).toEqual({ bob: 'u-bob' })
+    expect(out.docs[1]).not.toHaveProperty('accountIds')
   })
 })
diff --git a/test/rdm-management.test.ts b/test/rdm-management.test.ts
index 14cebfc..40462d8 100644
--- a/test/rdm-management.test.ts
+++ b/test/rdm-management.test.ts
@@ -59,6 +59,21 @@ describe('命令载荷构造（身份只经认证会话——载荷不含任何
     expect(memberAddPayload('p1', 'carol', 'owner')).toEqual({ projectId: 'p1', member: 'carol', role: 'owner' })
     expect(memberRemovePayload('p1', 'carol')).toEqual({ projectId: 'p1', member: 'carol' })
   })
+  it('成员添加携带候选检索选中的 userId（缺省不携带）', () => {
+    expect(memberAddPayload('p1', 'carol', 'member', 'u-carol'))
+      .toEqual({ projectId: 'p1', member: 'carol', role: 'member', userId: 'u-carol' })
+    expect(memberAddPayload('p1', 'carol', 'owner', '')).not.toHaveProperty('userId')
+  })
+  it('文档职责分配/预览携带 accountIds{owner:userId}，只含本条职责涉及的人', () => {
+    const known = { alice: 'u-a', bob: 'u-b', erin: 'u-e' }
+    expect(assignDocDutiesPayload('p1', 'd1', 'alice', ['bob'], 'dave', { expectedDutyVersion: 2, accountIds: known }))
+      .toEqual({ projectId: 'p1', docId: 'd1', author: 'alice', reviewers: ['bob'], approver: 'dave',
+        expectedDutyVersion: 2, accountIds: { alice: 'u-a', bob: 'u-b' } })
+    expect(assignDocDutiesPayload('p1', 'd1', 'dave', ['carol'], 'frank', { accountIds: known })).not.toHaveProperty('accountIds')
+    const doc = { docId: 'd1', author: 'alice', reviewers: ['bob'], approver: 'dave', expectedDutyVersion: 2,
+      confirmInvalidation: false, accountIds: { alice: 'u-a' } }
+    expect(dutyPreviewPayload('p1', [doc])).toEqual({ projectId: 'p1', docs: [doc] })
+  })
   it('文档职责与整文审签载荷', () => {
     expect(assignDocDutiesPayload('p1', 'd1', 'alice', ['bob', 'carol'], 'dave'))
       .toEqual({ projectId: 'p1', docId: 'd1', author: 'alice', reviewers: ['bob', 'carol'], approver: 'dave' })
diff --git a/test/rdm-members-search.test.ts b/test/rdm-members-search.test.ts
index 50f4bba..a7a7448 100644
--- a/test/rdm-members-search.test.ts
+++ b/test/rdm-members-search.test.ts
@@ -3,28 +3,104 @@
 import { describe, expect, it } from 'vitest'
 import type { Project } from '../src/contracts'
 import {
-  JOINED_REASON, MATCH_MODE_LABELS, MEMBER_PAGE_LIMIT, RDM_MEMBER_COMMANDS,
-  accountListParams, accountsToPickItems, appendMemberPage, memberListParams,
-  personLabel, rdmMembersReady, rdmProjectCommandError, roleOptionsPayload,
-  type RdmMemberRow,
+  INVALID_REASON, JOINED_REASON, MATCH_MODE_LABELS, MEMBER_PAGE_LIMIT, NOT_MEMBER_REASON, RDM_MEMBER_COMMANDS,
+  SEARCH_FIELDS, accountCandidatePager, accountListParams, accountSearchKey, accountsToPickItems, appendMemberPage,
+  memberListParams, personLabel, rdmMembersReady, rdmProjectCommandError, roleOptionsPayload,
+  type RdmAccountPage, type RdmMemberRow,
 } from '../src/rdmManagement'
 
 const row = (owner: string, name?: string): RdmMemberRow =>
   ({ owner, name, role: 'member', addedBy: 'admin', addedAt: '' })
 
 describe('accountListParams', () => {
-  it('passes roleId, match and cursor to rdm.account.list', () => {
-    expect(accountListParams('p1', { query: ' zhang ', cursor: 'c2', limit: 20, roleId: 'r-eng', match: 'exact' }))
-      .toEqual({ projectId: 'p1', query: 'zhang', cursor: 'c2', limit: 20, roleId: 'r-eng', match: 'exact' })
+  it('passes mode, searchFields, roleId and cursor to rdm.account.list', () => {
+    expect(accountListParams('p1', {
+      query: ' zhang ', cursor: 'c2', limit: 20, roleId: 'r-eng', mode: 'exact', searchFields: ['name'],
+    })).toEqual({ projectId: 'p1', query: 'zhang', cursor: 'c2', limit: 20, roleId: 'r-eng', mode: 'exact', searchFields: ['name'] })
   })
 
-  it('omits empty filters and defaults to fuzzy matching', () => {
-    expect(accountListParams('p1', { query: '  ', cursor: '', limit: 20, roleId: '' }))
-      .toEqual({ projectId: 'p1', limit: 20, match: 'fuzzy' })
+  it('passes docId for document duty candidates', () => {
+    expect(accountListParams('p1', { query: 'li', limit: 20, docId: 'd1', searchFields: ['owner', 'name'] }))
+      .toEqual({ projectId: 'p1', query: 'li', limit: 20, mode: 'fuzzy', searchFields: ['owner', 'name'], docId: 'd1' })
   })
 
-  it('labels both match modes in Chinese', () => {
+  it('never sends the legacy match alias next to mode', () => {
+    const params = accountListParams('p1', { query: 'li', limit: 20, mode: 'exact' })
+    expect(params).not.toHaveProperty('match')
+    expect(params.mode).toBe('exact')
+  })
+
+  it('omits empty filters, defaults to fuzzy and caps the page at 50', () => {
+    expect(accountListParams('p1', { query: '  ', cursor: '', limit: 200, roleId: '', docId: '', searchFields: [] }))
+      .toEqual({ projectId: 'p1', limit: 50, mode: 'fuzzy' })
+  })
+
+  it('labels both match modes and the search field choices in Chinese', () => {
     expect(MATCH_MODE_LABELS).toEqual({ fuzzy: '模糊匹配', exact: '精确账号或姓名' })
+    expect(SEARCH_FIELDS.both.fields).toEqual(['owner', 'name'])
+    expect(SEARCH_FIELDS.owner.fields).toEqual(['owner'])
+    expect(SEARCH_FIELDS.name.fields).toEqual(['name'])
+  })
+})
+
+describe('accountCandidatePager', () => {
+  const recorder = (pages: RdmAccountPage[]) => {
+    const calls: Record<string, unknown>[] = []
+    const run = async (params: Record<string, unknown>) => { calls.push(params); return pages.shift() ?? {} }
+    return { calls, run }
+  }
+  const acct = (userId: string, owner: string) => ({ userId, owner, valid: true, joined: false })
+
+  it('does not query the directory for an empty search', async () => {
+    const { calls, run } = recorder([])
+    const page = accountCandidatePager(run, 'p1', { mode: 'fuzzy' })
+    expect(await page('  ', '', 20)).toEqual({ items: [] })
+    expect(calls).toEqual([])
+  })
+
+  it('pages with the opaque next cursor under the same query and options', async () => {
+    const { calls, run } = recorder([{ accounts: [acct('u1', 'a1')], next: 'n1' }, { accounts: [acct('u2', 'a2')] }])
+    const page = accountCandidatePager(run, 'p1', { mode: 'exact', searchFields: ['owner'], docId: 'd1' })
+    const first = await page('zh', '', 20)
+    expect(first.nextCursor).toBe('n1')
+    await page('zh', 'n1', 20)
+    expect(calls).toEqual([
+      { projectId: 'p1', query: 'zh', limit: 20, mode: 'exact', searchFields: ['owner'], docId: 'd1' },
+      { projectId: 'p1', query: 'zh', limit: 20, mode: 'exact', searchFields: ['owner'], docId: 'd1', cursor: 'n1' },
+    ])
+  })
+
+  it('resets the cursor when the query changes', async () => {
+    const { calls, run } = recorder([{ accounts: [], next: 'n1' }, { accounts: [] }])
+    const page = accountCandidatePager(run, 'p1', { mode: 'fuzzy' })
+    await page('zh', '', 20)
+    await page('zhang', 'n1', 20)
+    expect(calls[1]).not.toHaveProperty('cursor')
+  })
+
+  it('resets the cursor when mode or search fields change (new pager, new reload key)', async () => {
+    const { calls, run } = recorder([{ accounts: [], next: 'n1' }, { accounts: [] }, { accounts: [] }])
+    await accountCandidatePager(run, 'p1', { mode: 'fuzzy', searchFields: ['owner', 'name'] })('zh', '', 20)
+    await accountCandidatePager(run, 'p1', { mode: 'exact', searchFields: ['owner', 'name'] })('zh', 'n1', 20)
+    await accountCandidatePager(run, 'p1', { mode: 'fuzzy', searchFields: ['name'] })('zh', 'n1', 20)
+    expect(calls[1]).not.toHaveProperty('cursor')
+    expect(calls[2]).not.toHaveProperty('cursor')
+    const key = (mode: 'fuzzy' | 'exact', fields: ('owner' | 'name')[], docId?: string) =>
+      accountSearchKey('p1', { mode, searchFields: fields, docId })
+    expect(new Set([key('fuzzy', ['owner', 'name']), key('exact', ['owner', 'name']), key('fuzzy', ['name']),
+      key('fuzzy', ['owner', 'name'], 'd1')]).size).toBe(4)
+  })
+
+  it('maps duty candidates so only current members are selectable', async () => {
+    const { run } = recorder([{ accounts: [
+      { userId: 'u1', owner: 'm1', name: '成员', valid: true, joined: true },
+      { userId: 'u2', owner: 'x1', valid: true, joined: false },
+    ] }])
+    const { items } = await accountCandidatePager(run, 'p1', { docId: 'd1' })('m', '', 20)
+    expect(items).toEqual([
+      { id: 'u1', owner: 'm1', title: '成员', subtitle: 'm1' },
+      { id: 'u2', owner: 'x1', title: 'x1', subtitle: 'x1', disabled: true, disabledReason: NOT_MEMBER_REASON },
+    ])
   })
 })
 
@@ -52,30 +128,35 @@ describe('roleOptionsPayload', () => {
 })
 
 describe('accountsToPickItems', () => {
-  it('drops invalid accounts', () => {
+  it('keys candidates by stable userId and drops rows without one', () => {
     const items = accountsToPickItems([
-      { owner: 'a', name: '甲', valid: true, joined: false },
-      { owner: 'gone', name: '离职', valid: false, joined: false },
+      { userId: 'u-a', owner: 'a', name: '甲', valid: true, joined: false },
+      { userId: '', owner: 'anon', valid: true, joined: false },
     ])
-    expect(items.map(it => it.id)).toEqual(['a'])
+    expect(items).toEqual([{ id: 'u-a', owner: 'a', title: '甲', subtitle: 'a' }])
+  })
+
+  it('shows invalid accounts as not selectable', () => {
+    const [it] = accountsToPickItems([{ userId: 'u-g', owner: 'gone', name: '离职', valid: false, joined: false }])
+    expect(it).toMatchObject({ id: 'u-g', disabled: true, disabledReason: INVALID_REASON })
   })
 
   it('disables joined candidates with the 已加入项目 reason instead of a badge', () => {
     const items = accountsToPickItems([
-      { owner: 'a', name: '甲', valid: true, joined: true },
-      { owner: 'b', valid: true, joined: false },
-      { owner: 'c', name: '丙', valid: true },
+      { userId: 'u-a', owner: 'a', name: '甲', valid: true, joined: true },
+      { userId: 'u-b', owner: 'b', valid: true, joined: false },
+      { userId: 'u-c', owner: 'c', name: '丙', valid: true },
     ], ['b'])
     expect(items).toEqual([
-      { id: 'a', title: '甲', subtitle: 'a', disabled: true, disabledReason: JOINED_REASON },
-      { id: 'b', title: 'b', subtitle: 'b', disabled: true, disabledReason: '已加入项目' },
-      { id: 'c', title: '丙', subtitle: 'c' },
+      { id: 'u-a', owner: 'a', title: '甲', subtitle: 'a', disabled: true, disabledReason: JOINED_REASON },
+      { id: 'u-b', owner: 'b', title: 'b', subtitle: 'b', disabled: true, disabledReason: '已加入项目' },
+      { id: 'u-c', owner: 'c', title: '丙', subtitle: 'c' },
     ])
     expect(items.some(it => 'badge' in it)).toBe(false)
   })
 
   it('keeps name as title and account as subtitle so the selection shows both', () => {
-    const [it] = accountsToPickItems([{ owner: 'zhangsan', name: '张三', valid: true, joined: false }])
+    const [it] = accountsToPickItems([{ userId: 'u-z', owner: 'zhangsan', name: '张三', valid: true, joined: false }])
     expect(it.title).toBe('张三')
     expect(it.subtitle).toBe('zhangsan')
   })