diff --git a/internal/docgov/materialize_test.go b/internal/docgov/materialize_test.go
index 56cf21b2..c501b13b 100644
--- a/internal/docgov/materialize_test.go
+++ b/internal/docgov/materialize_test.go
@@ -65,3 +65,29 @@ func TestMaterializeTemplateDocsIdempotentAndSkipsRealContent(t *testing.T) {
 		t.Fatalf("real document was overwritten: %+v", got)
 	}
 }
+
+func TestMaterializeTemplateDocsSkipsCanonicalSibling(t *testing.T) {
+	ctx := context.Background()
+	engine := docgov.NewGovernanceEngine(nil)
+	if _, err := engine.CreateOrGetDocument(
+		ctx, "doc_proj70_intake", 70, "intake", "用户初始需求收集表", "V0.1", "",
+		1, "编制人", 0, "", 0, "",
+	); err != nil {
+		t.Fatal(err)
+	}
+	if err := engine.MaterializeTemplateDocs(ctx, 70, []docgov.TemplateDocSpec{{
+		TaskKey:  "bd_intake",
+		Title:    "用户初始需求收集表",
+		StageKey: "V0.1_triage",
+		Enabled:  true,
+	}}); err != nil {
+		t.Fatal(err)
+	}
+	docs, err := engine.ListWorkflowDocumentsByProject(ctx, 70)
+	if err != nil {
+		t.Fatal(err)
+	}
+	if len(docs) != 1 || docs[0].DocID != "doc_proj70_intake" || docs[0].TaskKey != "intake" {
+		t.Fatalf("sibling bd_intake was inserted: %+v", docs)
+	}
+}
diff --git a/internal/docgov/project_docs_test.go b/internal/docgov/project_docs_test.go
index 560559d7..64f9568b 100644
--- a/internal/docgov/project_docs_test.go
+++ b/internal/docgov/project_docs_test.go
@@ -79,3 +79,41 @@ func TestListWorkflowDocumentsIncludesAuthoritativeDuties(t *testing.T) {
 		t.Fatalf("stranger must not become author: %+v", got)
 	}
 }
+
+func TestListWorkflowDocumentsCollapsesLegacyAlias(t *testing.T) {
+	engine := docgov.NewGovernanceEngine(nil)
+	ctx := context.Background()
+	const projectID = int64(6579)
+	seeds := []struct {
+		docID   string
+		taskKey string
+		title   string
+	}{
+		{"doc_proj6579_intake", "intake", "用户初始需求收集表"},
+		{"doc_proj6579_bd_intake", "bd_intake", "用户初始需求收集表"},
+		{"doc_proj6579_bd_research", "bd_research", "调研报告"},
+	}
+	for _, seed := range seeds {
+		if _, err := engine.CreateOrGetDocument(
+			ctx, seed.docID, projectID, seed.taskKey, seed.title, "V0.1", "",
+			398, "陈威", 0, "", 0, "",
+		); err != nil {
+			t.Fatal(err)
+		}
+	}
+	docs, err := engine.ListWorkflowDocumentsByProject(ctx, projectID)
+	if err != nil {
+		t.Fatal(err)
+	}
+	if len(docs) != 2 {
+		t.Fatalf("documents=%d, want bd_intake and bd_research only", len(docs))
+	}
+	for _, doc := range docs {
+		if doc.TaskKey == "intake" {
+			t.Fatalf("legacy intake row leaked into the list: %+v", doc)
+		}
+	}
+	if docs[0].TaskKey != "bd_intake" || docs[0].DocID != "doc_proj6579_bd_intake" {
+		t.Fatalf("first doc=%+v", docs[0])
+	}
+}
diff --git a/web/src/components/chat/deliverableSync.test.ts b/web/src/components/chat/deliverableSync.test.ts
index 095f84f7..d305f541 100644
--- a/web/src/components/chat/deliverableSync.test.ts
+++ b/web/src/components/chat/deliverableSync.test.ts
@@ -277,4 +277,71 @@ describe('mergeWorkflowDocumentsFromServer', () => {
     expect(merged).toHaveLength(1);
     expect(merged[0].docId).toBe('doc_proj6001_intake');
   });
+
+  it('collapses seven legacy local clones and a coexisting intake row into seven bd_ docs', () => {
+    const legacy = [
+      ['intake', '用户初始需求收集表'],
+      ['research', '调研报告（竞品/技术/专利/市场/对比/法规）'],
+      ['feasibility_reg', '注册路径可行性评估报告（法规细则）'],
+      ['feasibility_dev', '设计开发可行性评估报告（研发细则）'],
+      ['user_requirements', '用户需求规格说明书（URS 长标题）'],
+      ['prelim_design', '初步设计说明书（长标题）'],
+      ['cdo_quote', 'CDO报价核算表（长标题）'],
+    ] as const;
+    const prev: DeliverableItem[] = legacy.map(([taskKey, title]) => ({
+      docId: `doc-p6579-${taskKey}`,
+      projectId: 6579,
+      taskKey,
+      title,
+      stage: 'V0.5',
+      category: 'workflow',
+      creatorId: 398,
+      creatorName: '陈威',
+      isFixedWorkflow: true,
+      isTemplateOnly: true,
+      lifecycleState: 'drafting',
+      isClaimed: false,
+      author: '',
+      reviewer: '',
+      approver: '',
+      updatedAt: '2026-09-21',
+      governanceMode: 'controlled',
+    }));
+    prev.push({
+      ...prev[0],
+      docId: 'doc-p99-intake',
+      projectId: 99,
+      title: '未激活项目的唯一模板',
+    });
+
+    const server = legacy.map(([taskKey, title]) => ({
+      doc_id: `doc_proj6579_bd_${taskKey}`,
+      project_id: 6579,
+      task_key: `bd_${taskKey}`,
+      title: title.split('（')[0],
+      lifecycle_state: 'drafting' as const,
+      is_template_only: true,
+    }));
+    server.push({
+      doc_id: 'doc_proj6579_intake',
+      project_id: 6579,
+      task_key: 'intake',
+      title: '用户初始需求收集表',
+      lifecycle_state: 'drafting',
+      is_template_only: false,
+    });
+
+    const merged = mergeWorkflowDocumentsFromServer(prev, server, 6579, { id: 398, name: '陈威' });
+    const projectDocs = merged.filter((item) => item.projectId === 6579);
+    expect(projectDocs).toHaveLength(7);
+    expect(projectDocs.map((item) => item.taskKey).sort()).toEqual(
+      legacy.map(([taskKey]) => `bd_${taskKey}`).sort(),
+    );
+    expect(new Set(projectDocs.map((item) => item.docId)).size).toBe(7);
+    expect(projectDocs.some((item) => item.taskKey === 'intake' || item.taskKey === 'research')).toBe(false);
+    expect(projectDocs.some((item) => item.title.includes('竞品'))).toBe(false);
+    const intake = projectDocs.find((item) => item.taskKey === 'bd_intake');
+    expect(intake?.docId).toBe('doc_proj6579_bd_intake');
+    expect(merged.find((item) => item.projectId === 99)?.docId).toBe('doc-p99-intake');
+  });
 });