diff --git a/internal/chat/session.go b/internal/chat/session.go
index 7ae7f034..3cdb42ba 100644
--- a/internal/chat/session.go
+++ b/internal/chat/session.go
@@ -4,6 +4,7 @@ import (
 	"context"
 	"fmt"
 	"log/slog"
+	"strconv"
 	"strings"
 	"sync"
 	"time"
@@ -94,11 +95,44 @@ func (s *Session) LastAccessed() time.Time {
 	return s.LastAccessedAt
 }
 
-// SetProjectID 设置当前会话绑定的项目 ID。
+// SetProjectID 设置当前会话绑定的项目 ID，并同步协调器读取的 UserCtx.Project.ID。
+// 协调器派发任务只解析字符串项目 ID；只改会话字段会让对话注入和阶段门禁看到 0。
 func (s *Session) SetProjectID(pid int64) {
 	s.mu.Lock()
 	defer s.mu.Unlock()
 	s.ProjectID = pid
+	s.syncProjectIDLocked()
+}
+
+// bindCoordinatorIdentity 在每轮派发前用已授权的会话身份覆盖协调器上下文。
+// 会话 ID 供工作区追溯；数字用户 ID 供阶段门禁。阶段键故意不收窄对话采集，
+// 个人会话与项目成员共享对话都进入任务上下文，只滤掉私密与噪声。
+func (s *Session) bindCoordinatorIdentity() {
+	if s == nil || s.UserCtx == nil {
+		return
+	}
+	s.mu.Lock()
+	defer s.mu.Unlock()
+	s.syncProjectIDLocked()
+	if s.UserID > 0 && parseUserID(s.UserCtx.User.ID) <= 0 {
+		s.UserCtx.User.ID = strconv.FormatInt(s.UserID, 10)
+	}
+	if s.ID != "" {
+		s.UserCtx.ChatSessionID = s.ID
+	}
+}
+
+func (s *Session) syncProjectIDLocked() {
+	if s.UserCtx == nil {
+		return
+	}
+	if s.ProjectID > 0 {
+		s.UserCtx.Project.ID = strconv.FormatInt(s.ProjectID, 10)
+		return
+	}
+	if _, err := strconv.ParseInt(strings.TrimSpace(s.UserCtx.Project.ID), 10, 64); err == nil {
+		s.UserCtx.Project.ID = ""
+	}
 }
 
 // Project 读取当前会话绑定的项目 ID。
@@ -465,9 +499,7 @@ func (s *Session) sendMessageInternal(ctx context.Context, userInput string, str
 		streamer.EmitPhase("dialogue_generating", "正在整理回复...", "assistant", 0, 0, 40)
 	}
 	s.EnsureDocResolver()
-	if s.UserCtx != nil {
-		s.UserCtx.ChatSessionID = s.ID
-	}
+	s.bindCoordinatorIdentity()
 	coordRes, err := s.Coordinator.ProcessIntent(ctx, recRes, s.UserCtx)
 	if err != nil {
 		if streamer != nil {
@@ -506,6 +538,8 @@ func (s *Session) sendMessageInternal(ctx context.Context, userInput string, str
 		s.UserCtx = coordRes.UpdatedContext
 	}
 
+	s.augmentWorkflowGuidance(ctx, userInput, coordRes)
+
 	if coordRes.ClearExpectation {
 		_ = coordinator.ApplyContextUpdate(s.UserCtx, coordinator.ContextUpdate{
 			ExpectedVersion: s.UserCtx.Version, SetPendingExpectation: true,
diff --git a/internal/chat/workflow_guidance.go b/internal/chat/workflow_guidance.go
new file mode 100644
index 00000000..bd3e64c3
--- /dev/null
+++ b/internal/chat/workflow_guidance.go
@@ -0,0 +1,118 @@
+package chat
+
+import (
+	"context"
+	"fmt"
+	"strings"
+	"time"
+
+	"chat-agent-system/internal/coordinator"
+	"chat-agent-system/internal/docgov"
+	"chat-agent-system/internal/intent"
+	"chat-agent-system/internal/workflowdef"
+)
+
+const stageAdvanceGuidance = "该文档所属阶段尚未激活。请先完成当前阶段并推进后再编制。"
+
+const researchFirstHint = "当前还没有完成调研报告。调研是可行性评估的前置输入。是否先进行调研？"
+
+func stageAccessDenied(reply string) bool {
+	return strings.Contains(reply, "workflow stage access denied") || strings.Contains(reply, "stage access denied")
+}
+
+// workflowPrerequisiteHint 在用户要写可行性评估、而调研仍是模板或尚未建账时，建议先调研。
+// docs 为 nil 表示台账未知，不猜测。
+func workflowPrerequisiteHint(userInput string, docs []docgov.WorkflowDocumentSummary, known bool) (string, string) {
+	if !known || !strings.Contains(userInput, "可行性") {
+		return "", ""
+	}
+	ready, key := researchMaterialReady(docs)
+	if ready {
+		return "", ""
+	}
+	if key == "" {
+		key = "bd_research"
+	}
+	return researchFirstHint, key
+}
+
+func researchMaterialReady(docs []docgov.WorkflowDocumentSummary) (ready bool, taskKey string) {
+	for _, doc := range docs {
+		if !workflowdef.SameTaskKey(doc.TaskKey, "research") {
+			continue
+		}
+		taskKey = doc.TaskKey
+		if !doc.IsTemplateOnly {
+			return true, taskKey
+		}
+	}
+	return false, taskKey
+}
+
+func researchFirstExpectation(taskKey string) *intent.PendingExpectation {
+	if taskKey == "" {
+		taskKey = "bd_research"
+	}
+	opt := intent.ExpectationOption{
+		OptionID:    "1",
+		Title:       "先进行调研",
+		Description: "先生成调研报告，再编写可行性评估",
+		Intent:      intent.IntentTriggerTask,
+		Slots:       map[string]string{intent.SlotTargetTask: taskKey},
+	}
+	talk := intent.ExpectationOption{
+		OptionID: "2",
+		Title:    "先补充信息，暂不调研",
+		Intent:   intent.IntentCasualChat,
+	}
+	return &intent.PendingExpectation{
+		ExpectationID:    fmt.Sprintf("research-first-%d", time.Now().UnixNano()),
+		ExpectedIntent:   intent.IntentTriggerTask,
+		TargetAction:     "confirm_trigger_task",
+		Prompt:           researchFirstHint,
+		AffirmativeWord:  "好",
+		DeclineWord:      "先不",
+		ExpiresAt:        time.Now().Add(30 * time.Minute),
+		ContextSnippet:   "可行性评估的前置调研尚未完成",
+		DefaultOption:    &opt,
+		Options:          []intent.ExpectationOption{opt, talk},
+		AllowAffirmative: true,
+		CreatedAt:        time.Now(),
+	}
+}
+
+func (s *Session) listWorkflowDocs(ctx context.Context) ([]docgov.WorkflowDocumentSummary, bool) {
+	if s == nil || s.Actions == nil || s.Actions.DocGov == nil || s.Project() <= 0 {
+		return nil, false
+	}
+	docs, err := s.Actions.DocGov.ListWorkflowDocumentsByProject(ctx, s.Project())
+	if err != nil {
+		return nil, false
+	}
+	return docs, true
+}
+
+func (s *Session) augmentWorkflowGuidance(ctx context.Context, userInput string, res *coordinator.CoordinationResult) {
+	if s == nil || res == nil {
+		return
+	}
+	if stageAccessDenied(res.NaturalReply) && !strings.Contains(res.NaturalReply, stageAdvanceGuidance) {
+		res.NaturalReply = strings.TrimSpace(res.NaturalReply) + "\n\n" + stageAdvanceGuidance
+	}
+	docs, known := s.listWorkflowDocs(ctx)
+	hint, taskKey := workflowPrerequisiteHint(userInput, docs, known)
+	if hint == "" {
+		return
+	}
+	if !strings.Contains(res.NaturalReply, "是否先进行调研") {
+		res.NaturalReply = strings.TrimSpace(res.NaturalReply) + "\n\n" + hint
+	}
+	if res.ClearExpectation || res.NextExpectation != nil {
+		return
+	}
+	exp := researchFirstExpectation(taskKey)
+	res.NextExpectation = exp
+	if res.UpdatedContext != nil && res.UpdatedContext.PendingExpectation == nil {
+		res.UpdatedContext.PendingExpectation = exp
+	}
+}
diff --git a/internal/chat/workflow_guidance_test.go b/internal/chat/workflow_guidance_test.go
new file mode 100644
index 00000000..3ae4ae5a
--- /dev/null
+++ b/internal/chat/workflow_guidance_test.go
@@ -0,0 +1,86 @@
+package chat
+
+import (
+	"context"
+	"strings"
+	"testing"
+
+	"chat-agent-system/internal/coordinator"
+	"chat-agent-system/internal/docgov"
+	"chat-agent-system/internal/intent"
+)
+
+func TestSetProjectIDSyncsCoordinatorProject(t *testing.T) {
+	sess := NewSession("sess-p6022-u74", &coordinator.UserProjectContext{}, nil, nil)
+	sess.SetProjectID(6022)
+	if sess.Project() != 6022 {
+		t.Fatalf("session project=%d", sess.Project())
+	}
+	if sess.UserCtx.Project.ID != "6022" {
+		t.Fatalf("coordinator project=%q", sess.UserCtx.Project.ID)
+	}
+	sess.SetProjectID(0)
+	if sess.UserCtx.Project.ID != "" {
+		t.Fatalf("cleared project=%q", sess.UserCtx.Project.ID)
+	}
+}
+
+func TestBindCoordinatorIdentityUsesNumericUser(t *testing.T) {
+	sess := NewSession("sess-p6022-u74", &coordinator.UserProjectContext{
+		User: coordinator.UserInfo{ID: "u_sess-p6022-u74"},
+	}, nil, nil)
+	sess.UserID = 74
+	sess.SetProjectID(6022)
+	sess.bindCoordinatorIdentity()
+	if sess.UserCtx.User.ID != "74" {
+		t.Fatalf("user=%q", sess.UserCtx.User.ID)
+	}
+	if sess.UserCtx.ChatSessionID != "sess-p6022-u74" {
+		t.Fatalf("session=%q", sess.UserCtx.ChatSessionID)
+	}
+	if sess.UserCtx.Project.ID != "6022" {
+		t.Fatalf("project=%q", sess.UserCtx.Project.ID)
+	}
+}
+
+func TestWorkflowPrerequisiteHintSuggestsResearch(t *testing.T) {
+	docs := []docgov.WorkflowDocumentSummary{
+		{TaskKey: "bd_research", IsTemplateOnly: true, Title: "调研报告"},
+		{TaskKey: "bd_feasibility_dev", IsTemplateOnly: true},
+	}
+	hint, key := workflowPrerequisiteHint("开始生成设计开发可行性评估报告", docs, true)
+	if hint == "" || key != "bd_research" {
+		t.Fatalf("hint=%q key=%q", hint, key)
+	}
+	ready, _ := researchMaterialReady([]docgov.WorkflowDocumentSummary{
+		{TaskKey: "bd_research", IsTemplateOnly: false},
+	})
+	if !ready {
+		t.Fatal("finished research should be ready")
+	}
+	if h, _ := workflowPrerequisiteHint("今天天气怎么样", docs, true); h != "" {
+		t.Fatalf("unrelated hint=%q", h)
+	}
+	if h, _ := workflowPrerequisiteHint("开始生成可行性评估", nil, false); h != "" {
+		t.Fatalf("unknown ledger hint=%q", h)
+	}
+}
+
+func TestAugmentWorkflowGuidanceSetsExpectationAndStageNote(t *testing.T) {
+	sess := NewSession("sess-1", &coordinator.UserProjectContext{}, nil, nil)
+	res := &coordinator.CoordinationResult{
+		NaturalReply:   "任务执行失败: bizdev: workflow stage access denied: task \"bd_feasibility_dev\"",
+		UpdatedContext: sess.UserCtx,
+	}
+	sess.augmentWorkflowGuidance(context.Background(), "开始生成设计开发可行性评估报告", res)
+	if !strings.Contains(res.NaturalReply, stageAdvanceGuidance) {
+		t.Fatalf("reply=%q", res.NaturalReply)
+	}
+	exp := researchFirstExpectation("bd_research")
+	if exp.DefaultOption == nil || exp.DefaultOption.Slots[intent.SlotTargetTask] != "bd_research" {
+		t.Fatalf("expectation=%+v", exp)
+	}
+	if !exp.AllowAffirmative {
+		t.Fatal("affirmative should start research")
+	}
+}