feat(web): scope template matching to the active workflow

- Document list returns workflow_key per item and active_workflow_key
- DeliverableItem keeps workflowKey through server sync
- resolveTaskTemplateForMessage filters the match pool and blocks
  cross-workflow mentions with switch guidance

Co-authored-by: Cursor <cursoragent@cursor.com>

internal/docgov/project_docs.go

@@ -20,6 +20,7 @@ type WorkflowDocumentSummary struct {
 	ProjectID        int64           `json:"project_id"`
 	TaskKey          string          `json:"task_key"`
 	Title            string          `json:"title"`
+	WorkflowKey      string          `json:"workflow_key,omitempty"`
 	LifecycleState   DocumentState   `json:"lifecycle_state"`
 	IsTemplateOnly   bool            `json:"is_template_only"`
 	ContentSHA256    string          `json:"content_sha256"`

internal/server/chat_document_reader.go

@@ -108,6 +108,17 @@ func (s *Server) taskKeyOutsideActiveWorkflow(ctx context.Context, projectID int
 	return true, intent.WorkflowScopeGuidanceQuestion(taskKey, []string{owner}, workflowKey)
 }
 
+// workflowKeyForDocument 为列表项标注归属工作流：优先激活流任务集合，其次任务键前缀推断。
+func workflowKeyForDocument(taskKey, activeKey string, scopeTaskKeys map[string]bool) string {
+	if activeKey != "" && len(scopeTaskKeys) > 0 && projectinstance.TaskKeyInScope(scopeTaskKeys, taskKey) {
+		return activeKey
+	}
+	if owner := intent.TaskKeyWorkflowOwner(taskKey); owner != "" {
+		return owner
+	}
+	return activeKey
+}
+
 // errDocWrongWorkflow 目标文档存在但不属于当前激活工作流。
 type errDocWrongWorkflow struct {
 	Title         string

internal/server/project_doc_handlers.go

@@ -95,7 +95,14 @@ func (s *Server) handleListProjectWorkflowDocuments(w http.ResponseWriter, r *ht
 		return
 	}
 	docs = s.filterWorkflowDocsByStageAccess(r.Context(), projectID, user.ID, docs)
-	writeJSONResponse(w, http.StatusOK, docs)
+	activeKey, scopeTaskKeys := s.activeWorkflowScopeForDocs(r.Context(), projectID)
+	for i := range docs {
+		docs[i].WorkflowKey = workflowKeyForDocument(docs[i].TaskKey, activeKey, scopeTaskKeys)
+	}
+	writeJSONResponse(w, http.StatusOK, map[string]any{
+		"documents":           docs,
+		"active_workflow_key": activeKey,
+	})
 }
 
 // handleDocGovGetDocumentContent 读取受控文档 Markdown 正文。

web/src/App.tsx

@@ -1185,6 +1185,7 @@ export default function App() {
     deliverables,
     visibleDeliverables,
     currentProjectDeliverables,
+    activeWorkflowKey: currentWfState.activeKey || undefined,
     deliverablesRef,
     activeDocIdRef,
     editorHydrationGateRef,
@@ -1383,6 +1384,7 @@ export default function App() {
     deliverables,
     visibleDeliverables,
     currentProjectDeliverables,
+    activeWorkflowKey: currentWfState.activeKey || undefined,
     sessions,
     setDeliverables,
     setDocCache,

web/src/api/projectDocuments.ts

@@ -7,6 +7,7 @@ export type WorkflowDocumentSummary = {
   project_id: number;
   task_key: string;
   title: string;
+  workflow_key?: string;
   lifecycle_state: string;
   is_template_only: boolean;
   content_sha256?: string;
@@ -26,6 +27,11 @@ export type WorkflowDocumentSummary = {
   duty_policy?: string;
 };
 
+export type ProjectWorkflowDocumentsResponse = {
+  documents: WorkflowDocumentSummary[];
+  active_workflow_key?: string;
+};
+
 export type ControlledDocConsistency =
   | 'aligned'
   | 'missing'
@@ -55,7 +61,30 @@ export async function listProjectWorkflowDocuments(
     throw new Error(`list project workflow documents failed: ${resp.status}`);
   }
   const data = await resp.json();
-  return Array.isArray(data) ? data : [];
+  // 兼容旧数组响应与新 { documents, active_workflow_key } 包装。
+  if (Array.isArray(data)) return data;
+  if (data && Array.isArray(data.documents)) return data.documents;
+  return [];
+}
+
+export async function listProjectWorkflowDocumentsDetailed(
+  projectId: number,
+): Promise<ProjectWorkflowDocumentsResponse> {
+  const resp = await fetch(
+    `/api/v1/projects/${projectId}/documents?category=workflow`,
+    { headers: getBearerAuthHeaders() },
+  );
+  if (!resp.ok) {
+    throw new Error(`list project workflow documents failed: ${resp.status}`);
+  }
+  const data = await resp.json();
+  if (Array.isArray(data)) {
+    return { documents: data };
+  }
+  return {
+    documents: Array.isArray(data?.documents) ? data.documents : [],
+    active_workflow_key: typeof data?.active_workflow_key === 'string' ? data.active_workflow_key : undefined,
+  };
 }
 
 export class ControlledContentRequestError extends Error {

web/src/engine/templateMatch.test.ts

@@ -266,3 +266,46 @@ test('word-order variants of the intake sheet stay on intake, not the shorter UR
   }
   assert.equal(resolveTaskTemplateForMessage('请更新用户需求表 URS', pool)?.taskKey, 'bd_user_requirements');
 });
+
+test('resolveTaskTemplateForMessage blocks cross-workflow document mentions', () => {
+  const mainResearch: DeliverableItem = {
+    ...base,
+    taskKey: 'bd_research',
+    title: '调研报告',
+    workflowKey: 'main',
+  };
+  const rdevProposal: DeliverableItem = {
+    ...base,
+    taskKey: 'rd_proposal',
+    title: '项目建议书',
+    workflowKey: 'rdev',
+    isTemplateOnly: true,
+  };
+  const pool = [mainResearch, rdevProposal];
+
+  const blocked = resolveTaskTemplateForMessage('编写项目建议书', pool, null, 'main');
+  assert.ok(blocked?.wrongWorkflow);
+  assert.equal(blocked?.wrongWorkflow?.ownerWorkflow, 'rdev');
+  assert.equal(blocked?.taskKey, '');
+
+  const allowed = resolveTaskTemplateForMessage('编写项目建议书', pool, null, 'rdev');
+  assert.equal(allowed?.wrongWorkflow, undefined);
+  assert.equal(allowed?.taskKey, 'rd_proposal');
+
+  const legacy = resolveTaskTemplateForMessage('编写项目建议书', pool, null, undefined);
+  assert.equal(legacy?.wrongWorkflow, undefined);
+  assert.equal(legacy?.taskKey, 'rd_proposal');
+});
+
+test('resolveTaskTemplateForMessage keeps in-scope main docs when active is main', () => {
+  const research: DeliverableItem = {
+    ...base,
+    taskKey: 'research',
+    title: '调研报告',
+    workflowKey: 'main',
+    isTemplateOnly: true,
+  };
+  const resolved = resolveTaskTemplateForMessage('生成调研报告', [research], null, 'main');
+  assert.equal(resolved?.wrongWorkflow, undefined);
+  assert.equal(resolved?.taskKey, 'research');
+});

web/src/engine/templateMatch.ts

@@ -24,12 +24,83 @@ export type ResolvedDocumentTask = {
   template?: DeliverableItem;
   docId?: string;
   pinnedToActiveDoc?: boolean;
+  /** 显式点名了非激活工作流的文档时填充；此时不应启动任务。 */
+  wrongWorkflow?: {
+    docTitle: string;
+    ownerWorkflow: string;
+    activeWorkflow: string;
+  };
 };
 
+const WORKFLOW_LABELS: Record<string, string> = {
+  main: '商务对接流程',
+  product_manager: '智能产品经理流程',
+  test_manager: '智能测试工程师流程',
+  rdev: '研发设计控制流程',
+  software_bootstrap: '软件项目自举流程',
+  software_delivery: '软件交付迭代流程',
+};
+
+/** 交付物池外的他流文档别名（激活 main 却点名研发/产品经理文档时用于拦截）。 */
+const CROSS_WORKFLOW_ALIASES: { workflow: string; patterns: RegExp[] }[] = [
+  { workflow: 'rdev', patterns: [/项目建议书/, /设计开发计划任务书/, /系统设计方案/, /用户需求规格书/] },
+  { workflow: 'product_manager', patterns: [/系统需求规格书/] },
+  { workflow: 'test_manager', patterns: [/系统验证方案及计划/, /系统验证方案/] },
+];
+
+export function workflowDisplayLabel(key: string): string {
+  return WORKFLOW_LABELS[key] || key;
+}
+
 function templatePool(deliverables: DeliverableItem[]): DeliverableItem[] {
   return deliverables.filter((d) => d.isTemplateOnly);
 }
 
+/** 激活流匹配池：无激活键或文档未标注 workflowKey 时保持全量（存量兼容）。 */
+function scopedDeliverables(
+  deliverables: DeliverableItem[],
+  activeWorkflowKey?: string,
+): DeliverableItem[] {
+  if (!activeWorkflowKey) return deliverables;
+  return deliverables.filter((d) => !d.workflowKey || d.workflowKey === activeWorkflowKey);
+}
+
+function detectWrongWorkflowMention(
+  text: string,
+  deliverables: DeliverableItem[],
+  activeWorkflowKey: string,
+): ResolvedDocumentTask['wrongWorkflow'] | undefined {
+  const outside = deliverables
+    .filter((d) => d.workflowKey && d.workflowKey !== activeWorkflowKey && d.title?.trim())
+    .sort((a, b) => (b.title?.length || 0) - (a.title?.length || 0));
+  for (const d of outside) {
+    if (text.includes(d.title)) {
+      return {
+        docTitle: d.title,
+        ownerWorkflow: d.workflowKey!,
+        activeWorkflow: activeWorkflowKey,
+      };
+    }
+  }
+  for (const alias of CROSS_WORKFLOW_ALIASES) {
+    if (alias.workflow === activeWorkflowKey) continue;
+    for (const p of alias.patterns) {
+      if (p.test(text)) {
+        return {
+          docTitle: text.match(p)?.[0] || alias.patterns[0].source,
+          ownerWorkflow: alias.workflow,
+          activeWorkflow: activeWorkflowKey,
+        };
+      }
+    }
+  }
+  return undefined;
+}
+
+export function wrongWorkflowGuidance(info: NonNullable<ResolvedDocumentTask['wrongWorkflow']>): string {
+  return `您提到的文档「${info.docTitle}」属于【${workflowDisplayLabel(info.ownerWorkflow)}】，当前激活工作流为【${workflowDisplayLabel(info.activeWorkflow)}】。已阻止跨工作流操作，请先切换到对应工作流后再操作，或改为点名当前工作流的文档。`;
+}
+
 /** 只读动词优先；无明确写动作则不启动文档任务。 */
 export function hasDocumentWriteIntent(text: string): boolean {
   const normalized = text.trim();
@@ -226,24 +297,35 @@ export function matchTemplateDeliverable(
  * 合并文案解析与模板匹配。
  * 指示「当前受控文档」且 active 为已注册 doc_proj 时，钉住该文档 taskKey/docId，
  * 不被正文领域关键词改路由；显式点名另一交付物仍可切换。
+ * activeWorkflowKey 非空时：匹配池收窄到激活流；显式点名他流文档返回 wrongWorkflow。
  */
 export function resolveTaskTemplateForMessage(
   text: string,
   deliverables: DeliverableItem[],
   activeDoc?: DeliverableItem | null,
+  activeWorkflowKey?: string,
 ): ResolvedDocumentTask | undefined {
   if (!hasDocumentWriteIntent(text)) return undefined;
 
+  if (activeWorkflowKey) {
+    const wrong = detectWrongWorkflowMention(text, deliverables, activeWorkflowKey);
+    if (wrong) {
+      return { taskKey: '', wrongWorkflow: wrong };
+    }
+  }
+
+  const scoped = scopedDeliverables(deliverables, activeWorkflowKey);
+
   if (refersToCurrentControlledDocument(text) && isServerRegisteredControlledDoc(activeDoc)) {
     const pinnedKey = consistentTaskKeyForControlledDoc(activeDoc!);
-    const named = explicitNamedDeliverableTaskKey(text, deliverables, pinnedKey);
+    const named = explicitNamedDeliverableTaskKey(text, scoped, pinnedKey);
     if (named) {
-      const taskKey = normalizeTaskKeyToProject(named, deliverables);
-      const template = matchTemplateDeliverableByKey(taskKey, deliverables, text);
+      const taskKey = normalizeTaskKeyToProject(named, scoped);
+      const template = matchTemplateDeliverableByKey(taskKey, scoped, text);
       return { taskKey, template };
     }
     if (pinnedKey) {
-      const template = matchTemplateDeliverableByKey(pinnedKey, deliverables, text);
+      const template = matchTemplateDeliverableByKey(pinnedKey, scoped, text);
       return {
         taskKey: pinnedKey,
         template,
@@ -254,22 +336,22 @@ export function resolveTaskTemplateForMessage(
   }
 
   if (isRequirementsTopic(text) && hasIntakeSemanticMarker(text)) {
-    const taskKey = normalizeTaskKeyToProject('intake', deliverables);
-    const template = matchTemplateDeliverableByKey(taskKey, deliverables, text);
+    const taskKey = normalizeTaskKeyToProject('intake', scoped);
+    const template = matchTemplateDeliverableByKey(taskKey, scoped, text);
     return { taskKey, template };
   }
 
-  const named = explicitNamedDeliverableTaskKey(text, deliverables);
+  const named = explicitNamedDeliverableTaskKey(text, scoped);
   if (named) {
-    const taskKey = normalizeTaskKeyToProject(named, deliverables);
-    const template = matchTemplateDeliverableByKey(taskKey, deliverables, text);
+    const taskKey = normalizeTaskKeyToProject(named, scoped);
+    const template = matchTemplateDeliverableByKey(taskKey, scoped, text);
     return { taskKey, template };
   }
 
   const rawKey = resolveTaskKeyFromMessage(text);
   if (!rawKey) return undefined;
-  const taskKey = normalizeTaskKeyToProject(rawKey, deliverables);
-  const template = matchTemplateDeliverable(text, deliverables);
+  const taskKey = normalizeTaskKeyToProject(rawKey, scoped);
+  const template = matchTemplateDeliverable(text, scoped);
   return { taskKey, template };
 }
 

web/src/hooks/useSendMessage.ts

@@ -11,7 +11,7 @@ import {
   isAffirmativeResponse,
 } from '../engine/cardActionEngine';
 import { markdownToBlockAST } from '../engine/markdownToBlock';
-import { resolveTaskTemplateForMessage } from '../engine/templateMatch';
+import { resolveTaskTemplateForMessage, wrongWorkflowGuidance } from '../engine/templateMatch';
 import { createClientTurnId } from '../lib/createClientTurnId';
 import { canonicalDocIdForTask } from '../lib/controlledDocHydrate';
 import { holdsDocDuty } from '../lib/docGovActionVisibility';
@@ -95,6 +95,8 @@ export interface SendMessageInput {
   deliverables: DeliverableItem[];
   visibleDeliverables: DeliverableItem[];
   currentProjectDeliverables: DeliverableItem[];
+  /** 当前项目激活工作流键；用于文档任务匹配池收窄。 */
+  activeWorkflowKey?: string;
   sessions: ProjectSession[];
   setDeliverables: Dispatch<SetStateAction<DeliverableItem[]>>;
   setDocCache: Dispatch<SetStateAction<Record<string, DocumentAST>>>;
@@ -131,6 +133,7 @@ export function useSendMessage(input: SendMessageInput) {
     deliverables,
     visibleDeliverables,
     currentProjectDeliverables,
+    activeWorkflowKey,
     sessions,
     setDeliverables,
     setDocCache,
@@ -309,11 +312,27 @@ export function useSendMessage(input: SendMessageInput) {
       text,
       currentProjectDeliverables,
       sendActiveDoc,
+      activeWorkflowKey,
     );
+    if (resolvedTask?.wrongWorkflow) {
+      setMessages((prev) => [
+        ...prev,
+        {
+          id: 'ast-wrong-wf-' + Date.now(),
+          sessionId: activeSessionId,
+          role: 'assistant',
+          authorName: '项目助手',
+          content: wrongWorkflowGuidance(resolvedTask.wrongWorkflow!),
+          timestamp: new Date().toTimeString().substring(0, 5),
+          status: 'completed',
+        },
+      ]);
+      return { accepted: true };
+    }
     const isMockShortcut = isGenDocShortcut || isRejectShortcut || isModifyShortcut || isReviewPassShortcut;
 
     // P2：模板命中的长任务走真实后端 task stream（等待态 + PhaseEventStrip live + 分型恢复）
-    if (resolvedTask) {
+    if (resolvedTask?.taskKey) {
       const asstId = 'ast-' + Date.now();
       const currentProj = sessions.find((s) => s.sessionId === activeSessionId);
       // 项目五要素暂取会话标题/设备类型；客户名沿用 bizdev-cli 演示默认值，五要素完整建模留待后续

web/src/hooks/useTaskRunAttempts.ts

@@ -11,7 +11,7 @@ import { listProjectWorkflowDocuments } from '../api/projectDocuments';
 import { createTaskRun, getTaskRun, resumeTaskRun, subscribeTaskRunEvents } from '../api/taskRuns';
 import { buildTaskRequest, streamTask } from '../api/taskStream';
 import { applyPhaseEvent } from '../engine/phaseEventMapper';
-import { resolveTaskTemplateForMessage } from '../engine/templateMatch';
+import { resolveTaskTemplateForMessage, wrongWorkflowGuidance } from '../engine/templateMatch';
 import { GOVERNANCE_BLOCKED_HINT, isBlockedGovernanceStatus } from '../lib/blockedGovernanceCopy';
 import {
   controlledHydrateCandidateIds,
@@ -68,6 +68,7 @@ export interface TaskRunAttemptsInput {
   deliverables: DeliverableItem[];
   visibleDeliverables: DeliverableItem[];
   currentProjectDeliverables: DeliverableItem[];
+  activeWorkflowKey?: string;
   deliverablesRef: MutableRefObject<DeliverableItem[]>;
   activeDocIdRef: MutableRefObject<string>;
   editorHydrationGateRef: MutableRefObject<Gate>;
@@ -99,6 +100,7 @@ export function useTaskRunAttempts(input: TaskRunAttemptsInput) {
     deliverables,
     visibleDeliverables,
     currentProjectDeliverables,
+    activeWorkflowKey,
     deliverablesRef,
     activeDocIdRef,
     editorHydrationGateRef,
@@ -803,8 +805,17 @@ export function useTaskRunAttempts(input: TaskRunAttemptsInput) {
           userText,
           currentProjectDeliverables,
           retryActive,
+          activeWorkflowKey,
         );
-        const retryTask = reResolved
+        if (reResolved?.wrongWorkflow) {
+          chatWindow.updateLiveMessage(messageId, {
+            content: wrongWorkflowGuidance(reResolved.wrongWorkflow),
+            livePhaseLabel: undefined,
+            status: 'completed',
+          });
+          return;
+        }
+        const retryTask = reResolved?.taskKey
           ? {
               ...target.taskRequest,
               taskKey: reResolved.taskKey,

web/src/lib/deliverableSync.ts

@@ -115,6 +115,7 @@ export function mergeWorkflowDocumentsFromServer(
             docId: s.doc_id,
             projectId,
             taskKey: s.task_key,
+            workflowKey: s.workflow_key,
             title: s.title,
             stage: 'V0.5',
             category: 'workflow',
@@ -136,6 +137,7 @@ export function mergeWorkflowDocumentsFromServer(
 
     base.docId = s.doc_id;
     base.taskKey = s.task_key;
+    base.workflowKey = s.workflow_key || base.workflowKey;
     base.title = s.title || base.title;
     base.isTemplateOnly = s.is_template_only;
     base.lifecycleState = mapLifecycleState(s.lifecycle_state);

web/src/types/workbench.ts

@@ -307,6 +307,8 @@ export interface DeliverableItem {
   projectId: number;
   taskKey: string;
   title: string;
+  /** 文档所属工作流键（main / product_manager / rdev …）；缺省表示存量未标注。 */
+  workflowKey?: string;
   stage: StageKey;
   category: DeliverableCategory;
   creatorId: number;