fix(docgov): pin task routing to active controlled doc on current-doc deixis

When the user refers to the current document, keep task_key/doc_id on the selected registered doc_proj instead of rerouting by domain keywords. Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-13 15:43:42 +00:00
parent 86598e7d0e
commit 6f0057c014
11 changed files with 407 additions and 22 deletions
@@ -0,0 +1,48 @@
+---
+title: "当前受控文档改写被领域关键词改路由到另一交付物"
+status: in_progress
+created: 2026-09-13
+updated: 2026-09-13
+severity: high
+---
+
+# 当前受控文档改写被领域关键词改路由到另一交付物
+
+## 现象
+
+第二轮真实 UI（schema 30）**UI-05 首个失败**：
+
+- 页面打开 `doc_proj6109_intake`（用户初始需求收集表，V2/r0）
+- 用户输入含「当前受控文档」的高风险改写提示（YY/T、GB 9706.1、NMPA 注册法规）
+- 前端按法规关键词路由为 `feasibility_reg`
+- `POST` 启动 `run_1789313290400899325`，生成 `doc_proj6109_feasibility_reg` 并 `completed`
+- 当前 intake **无 pending badge**；E2E 等待 60s 失败
+
+## 根因分析
+
+| 层 | 问题 |
+|---|---|
+| `resolveTaskKeyFromMessage` | 写动词「改写」通过后，正文「注册」命中 `feasibility_reg`，无视当前打开文档 |
+| `handleSendMessage` | 只把文案+模板池交给 `resolveTaskTemplateForMessage`，未传入 active `doc_proj` |
+| 产品 | 「当前受控文档/本文件/这份文档」是指示语，领域词是改写内容，不是切换交付物 |
+
+服务端 `ResolveAndValidateDocID` 已校验 project + task_key 与已注册文档一致，**不得**用客户端 `doc_id` 覆盖 `task_key`。本轮补了 `feasibility_reg` + `doc_proj6109_intake` mismatch 拒绝用例：攻击或误路由不得借 intake 文档改写另一任务键。
+
+## 严重度
+
+`high`
+
+## 关联整改
+
+- Short-term: [../ops/short-term/2026-09-13-document-revision-active-doc-routing.md](../ops/short-term/2026-09-13-document-revision-active-doc-routing.md)
+- 分支: `fix/document-revision-active-doc-routing`
+
+## 证据
+
+- Evidence root（勿删、勿提交本轮）：`.doc/test-reports/assets/2026-09-13-document-revision-runtime-ui/schema30-ui05-active-doc-routing-failure`
+- E2E：`web/e2e/document-revision-runtime.spec.ts` UI-05（断言不改弱）
+- 审查约束：E2E/用例提示词只留在 test 文件，生产 `templateMatch.ts` 不导出用例编号常量
+
+## 开放问题
+
+- 占槽后真实 UI-05 重跑；本轮不操作容器
@@ -1,11 +1,11 @@
 # 当前焦点

 **更新**: 2026-09-13  
-**production_ready**: no（DOCREV：schema **30**；SSE 幂等 + 质量门禁自污染/auto_repair 整改在 `fix/document-revision-sse-idempotency`）
+**production_ready**: no（DOCREV：schema **30**；当前受控文档指示语路由在 `fix/document-revision-active-doc-routing`；不操作容器）

 ## 焦点

-1. **DOCREV-RT**: [SSE 幂等 + 质量门禁](short-term/2026-09-13-document-revision-sse-idempotency.md)（`fix/document-revision-sse-idempotency`：幂等/SSE + A–D 质量契约；不 push）
+1. **DOCREV-RT**: [当前受控文档指示语路由](short-term/2026-09-13-document-revision-active-doc-routing.md)（`fix/document-revision-active-doc-routing`：UI-05 不得被法规关键词改路由；不 push / 不操作容器）
 2. **CHAT**: [刷新恢复整改已实施](short-term/2026-09-13-chat-history-refresh-remediation.md)（待合 dev + PI E2E 补录）
 3. **CI**: `TEST_DATABASE_URL` + 真实 PI E2E 实录；INTENT 发布 blocker 见 conversation-intent short-term

@@ -17,7 +17,8 @@
 | Codex | conversation-intent-runtime-state | fix/conversation-intent-state | .worktrees/fix-conversation-intent-state | intent | in_progress |
 | Cursor | document-revision-wave1-6-implementation | feature/document-revision-management | - | docgov | done |
 | Cursor-Auto | document-revision-runtime-ui03 | fix/document-revision-runtime-ui03 | - | docgov | done |
-| Cursor-Auto | document-revision-sse-idempotency | fix/document-revision-sse-idempotency | - | docgov | in_progress |
+| Cursor-Auto | document-revision-sse-idempotency | fix/document-revision-sse-idempotency | - | docgov | done |
+| Cursor-Auto | document-revision-active-doc-routing | fix/document-revision-active-doc-routing | - | docgov | in_progress |

 > 新任务开始前登记。`branch` 必须为 `feature/<slug>` 或 `fix/<slug>`，**禁止** `dev` / `test` / `main`。同一 `mutex` 同时仅一个 `in_progress`。

@@ -52,3 +53,4 @@
 | DOCREV 测试 | [../test-reports/2026-09-13-document-revision-management-test-report.md](../test-reports/2026-09-13-document-revision-management-test-report.md) |
 | SSE/幂等审计 | [../audit/2026-09-13-document-revision-sse-idempotency.md](../audit/2026-09-13-document-revision-sse-idempotency.md) |
 | 质量门禁自污染审计 | [../audit/2026-09-13-document-revision-quality-gate-self-pollution.md](../audit/2026-09-13-document-revision-quality-gate-self-pollution.md) |
+| 当前文档路由审计 | [../audit/2026-09-13-document-revision-active-doc-routing.md](../audit/2026-09-13-document-revision-active-doc-routing.md) |
@@ -0,0 +1,47 @@
+---
+title: "当前受控文档指示语优先于领域关键词路由"
+status: in_progress
+created: 2026-09-13
+updated: 2026-09-13
+owner: Cursor-Auto
+branch: fix/document-revision-active-doc-routing
+worktree: "-"
+mutex: docgov
+---
+
+# 当前受控文档指示语优先于领域关键词路由
+
+## 目标
+
+用户说「当前受控文档/当前文档/本文件/这份文档」且已选中服务端注册的 `doc_proj*` 时，任务 payload 为该文档 `taskKey`+`docId`；UI-05 提示须为 `intake` + `doc_proj6109_intake`。
+
+## 范围
+
+- `web/src/engine/templateMatch.ts` + App 发送/重试链
+- 单测与边界；服务端 mismatch 复核（不信任客户端 doc_id 改 task）
+- 文档：audit / gap-matrix / CURRENT
+
+## 非目标
+
+- 不改弱 E2E UI-05 断言；不操作容器；不触碰/提交 test-report assets
+- 生产 `templateMatch.ts` 不导出用例编号/E2E 专属提示词；测试提示词留在 test 文件
+
+## 步骤
+
+1. [x] 认领 CURRENT；写 audit/short-term
+2. [x] 指示语钉住 active 受控文档；显式点名可切换；只读不启动；模板槽不钉
+3. [x] App 传入 activeDoc；payload 用一致 taskKey/docId
+4. [x] 单测 + 门禁 + 原子提交
+
+## 验收标准
+
+- [x] UI-05 原文 + active intake → `intake` / `doc_proj6109_intake`
+- [x] 只读「查看当前受控文档」不启动任务
+- [x] 显式点名另一交付物可切换；模板-only 不钉住
+- [x] 服务端 task_key 与已注册 doc 不一致仍拒绝
+- [x] `go vet` / `go test -short` / web 242+27 / build / `git diff --check`
+
+## 相关链接
+
+- Audit: [../../audit/2026-09-13-document-revision-active-doc-routing.md](../../audit/2026-09-13-document-revision-active-doc-routing.md)
+- Evidence: [../../test-reports/assets/2026-09-13-document-revision-runtime-ui/schema30-ui05-active-doc-routing-failure](../../test-reports/assets/2026-09-13-document-revision-runtime-ui/schema30-ui05-active-doc-routing-failure)
@@ -64,6 +64,7 @@
 | DOCREV-UI03-CLIENT-SYNC | 小队完成后右栏仍模板；UI-03 选择器误命中 Banner；`pending_author_confirmation` 撞 chk；重试重复建 run | **FIX-LANDED**（工程） | [audit](../audit/2026-09-13-controlled-doc-client-sync-ui03.md)；分支 `fix/document-revision-runtime-ui03`：post-task sync、templateMatch intake 优先、goose 00030、Claim+idempotency | 合入前：schema30 **真实现卷**迁移独立验证；占槽真实 UI-03 重跑；勿把 stub 当验收 |
 | DOCREV-SSE-IDEM-BUSY | SSE WriteTimeout 断线后同 turn 再 POST 误 409 DOC_BUSY + 重复聊天 | **FIX-LANDED**（工程） | [audit](../audit/2026-09-13-document-revision-sse-idempotency.md)；证据 [assets/2026-09-13-document-revision-runtime-ui](../test-reports/assets/2026-09-13-document-revision-runtime-ui/)；`fix/document-revision-sse-idempotency` | 占槽真实 UI-03 重跑；不删证据 |
 | DOCREV-QUALITY-SELF-POLLUTE | 自检表引用禁词致 score=40 quality_failed；auto_repair 未启用；UI 映射 completed | **FIX-LANDED**（工程） | [audit](../audit/2026-09-13-document-revision-quality-gate-self-pollution.md)；workspace `intake_1789308825666278807` output.md:204；同分支 | 占槽真实重跑；不删证据 |
+| DOCREV-ACTIVE-DOC-ROUTING | UI-05「当前受控文档」被法规关键词改路由到 `feasibility_reg`，intake 无 pending | **FIX-LANDED**（工程） | [audit](../audit/2026-09-13-document-revision-active-doc-routing.md)；证据 `schema30-ui05-active-doc-routing-failure`；`fix/document-revision-active-doc-routing` | 占槽真实 UI-05 重跑；**不改弱 E2E**；不删证据 |

 ---

@@ -21,7 +21,7 @@
 | 工作流治理 | 三正式工作流 + 阶段门禁 | done | [remediation/three-workflows](../remediation/2026-09-12-three-workflows-strict-governance-remediation.md)；[test 2026-09-12](../test-reports/2026-09-12-three-workflows-governance-remediation-test-report.md) | Phase2 设计器 partial | `workflow` |
 | IAM / 鉴权 | 项目级 API 鉴权 + RBAC | partial | [audit/authorization](../audit/authorization-matrix-v2.md)；[刷新恢复专项审计](../audit/2026-09-13-chat-history-refresh-disappears.md) | 历史读取端点补统一会话 owner + 阶段授权；旧 API 410 标注(BUG-11 partial) | `authz` |
 | 文档治理 | 法定文档生命周期 + 租约 | done | [test docgov](../test-reports/2026-09-08-docgov-lifecycle-and-claiming-framework-test-report.md) | — | `docgov` |
-| 文档版本与修改认知 | 智能体版本边界、人工修订标记、任意版本比较、变更报告与负责人通知 | partial | [test 2026-09-13](../test-reports/2026-09-13-document-revision-management-test-report.md)；[运行时审计](../audit/2026-09-13-document-revision-runtime-404.md)；[ADR](../adr/2026-09-13-document-version-boundary.md) | **运行时 blocker**：PG 未接线→404/重启丢失；overlay/freeform 保存缺口；PI 叙事报告待集成；见 [runtime remediation](../remediation/2026-09-13-document-revision-runtime-remediation.md) | `docgov` |
+| 文档版本与修改认知 | 智能体版本边界、人工修订标记、任意版本比较、变更报告与负责人通知 | partial | [test 2026-09-13](../test-reports/2026-09-13-document-revision-management-test-report.md)；[运行时审计](../audit/2026-09-13-document-revision-runtime-404.md)；[当前文档路由](../audit/2026-09-13-document-revision-active-doc-routing.md)；[ADR](../adr/2026-09-13-document-version-boundary.md) | **运行时 blocker**：PG 未接线→404/重启丢失；overlay/freeform 保存缺口；PI 叙事报告待集成；见 [runtime remediation](../remediation/2026-09-13-document-revision-runtime-remediation.md)。指示语钉住 active `doc_proj` 工程已落地，待占槽重跑 UI-05 | `docgov` |
 | 前端工作台 | 三栏 + 块文档 + SSE | partial | [test workbench](../test-reports/2026-09-08-three-column-workbench-and-block-document-test-report.md)；[现场专项审计](../audit/2026-09-13-conversation-intent-runtime-state.md) | 错误卡片/任务进度/文档 busy 状态刷新恢复与人工抽检待完成 | `web` |
 | PI Runner / 配置链 | pi-agent + MiniMax 真实链路 | done | [test piagent](../test-reports/2026-09-13-codex-audit-p0-remediation-test-report.md)；[container-env](../test-reports/2026-09-13-container-env-configuration-test-report.md) | — | `pi-agent` |
 | 三环境运维 | dev/test/main + 共享 KB | done | [PROJECT.md](../../PROJECT.md) §4；四环境 healthy | — | `infra` |
@@ -61,6 +61,7 @@ func (s *Service) ResolveAndValidateDocID(ctx context.Context, req TaskRunReques
 	if req.ProjectID > 0 && doc.ProjectID != req.ProjectID {
 		return "", fmt.Errorf("doc_id %s does not belong to project %d", docID, req.ProjectID)
 	}
+	// 已注册文档的 task_key 以账本为准；客户端 doc_id 不得改写或覆盖请求 task_key。
 	if req.TaskKey != "" && doc.TaskKey != "" && doc.TaskKey != req.TaskKey {
 		return "", fmt.Errorf("doc_id %s task_key mismatch: expected %s got %s", docID, req.TaskKey, doc.TaskKey)
 	}
@@ -79,6 +79,42 @@ func TestResolveAndValidateDocID_ExistingDocMismatchRejected(t *testing.T) {
 	}
 }

+// 客户端不得用 doc_id 改写 task_key：UI-05 误路由若仍带 intake 文档 + feasibility_reg，必须拒绝。
+func TestResolveAndValidateDocID_ClientDocIDCannotOverrideTaskKey(t *testing.T) {
+	svc := MustNewService(t, &config.Config{DataDir: t.TempDir()})
+	ctx := context.Background()
+
+	docID := "doc_proj6109_intake"
+	_, err := svc.DocGov().CreateOrGetDocument(
+		ctx, docID, 6109, "intake", "用户初始需求收集表", "V0.1", "",
+		1, "张工", 2, "李主管", 3, "王总监",
+	)
+	if err != nil {
+		t.Fatalf("CreateOrGetDocument: %v", err)
+	}
+
+	_, err = svc.ResolveAndValidateDocID(ctx, TaskRunRequest{
+		DocID:     docID,
+		ProjectID: 6109,
+		TaskKey:   "feasibility_reg",
+	})
+	if err == nil || !strings.Contains(err.Error(), "task_key mismatch") {
+		t.Fatalf("expected task_key mismatch, got %v", err)
+	}
+
+	got, err := svc.ResolveAndValidateDocID(ctx, TaskRunRequest{
+		DocID:     docID,
+		ProjectID: 6109,
+		TaskKey:   "intake",
+	})
+	if err != nil {
+		t.Fatalf("matching task_key must be accepted: %v", err)
+	}
+	if got != docID {
+		t.Fatalf("got %q, want %q", got, docID)
+	}
+}
+
 func TestResolveAndValidateDocID_ExistingDocAccepted(t *testing.T) {
 	svc := MustNewService(t, &config.Config{DataDir: t.TempDir()})
 	ctx := context.Background()
@@ -2817,9 +2817,20 @@ export default function App() {
    if (target.taskRequest) {
      if (action === 'retry') {
        const userText = target.taskRequest.userMessage || '';
-        const reResolved = resolveTaskTemplateForMessage(userText, currentProjectDeliverables);
+        const retryActive =
+          deliverables.find((d) => d.docId === activeDocId) ||
+          visibleDeliverables.find((d) => d.docId === activeDocId);
+        const reResolved = resolveTaskTemplateForMessage(
+          userText,
+          currentProjectDeliverables,
+          retryActive,
+        );
        const retryTask = reResolved
-          ? { ...target.taskRequest, taskKey: reResolved.taskKey }
+          ? {
+              ...target.taskRequest,
+              taskKey: reResolved.taskKey,
+              docId: reResolved.docId || target.taskRequest.docId,
+            }
          : target.taskRequest;
        runTaskAttempt(retryTask, messageId, 'run', 0);
      } else if (action === 'continue') {
@@ -2987,7 +2998,14 @@ export default function App() {
      (text.includes('通过') || text.includes('同意')) &&
      ((docAST.lifecycleState === 'reviewing' && currentDocRole === 'reviewer') ||
        (docAST.lifecycleState === 'approving' && currentDocRole === 'approver'));
-    const resolvedTask = resolveTaskTemplateForMessage(text, currentProjectDeliverables);
+    const sendActiveDoc =
+      deliverables.find((d) => d.docId === activeDocId) ||
+      visibleDeliverables.find((d) => d.docId === activeDocId);
+    const resolvedTask = resolveTaskTemplateForMessage(
+      text,
+      currentProjectDeliverables,
+      sendActiveDoc,
+    );
    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）
@@ -3002,9 +3020,11 @@ export default function App() {
        return { accepted: false };
      }
      const taskKey = resolvedTask.taskKey;
-      const matchedDeliverable = deliverables.find(
-        (d) => d.projectId === projId && d.taskKey === taskKey,
-      );
+      const matchedDeliverable = deliverables.find((d) => {
+        if (d.projectId !== projId) return false;
+        if (resolvedTask.docId) return d.docId === resolvedTask.docId;
+        return d.taskKey === taskKey;
+      });
      const activeLease = matchedDeliverable?.editLease;
      const leaseIsActive =
        !!activeLease?.holderType &&
@@ -3034,7 +3054,9 @@ export default function App() {
        projectId: projId,
        clientTurnId,
        userMessage: text,
-        docId: canonicalDocIdForTask(
+        docId:
+          resolvedTask.docId ||
+          canonicalDocIdForTask(
            projId,
            taskKey,
            deliverables,
@@ -75,6 +75,22 @@ test('buildTaskRequest: canonicalizes legacy doc-p doc_id', () => {
  assert.equal(req.doc_id, 'doc_proj56_research');
 });

+test('buildTaskRequest: UI-05 pinned intake keeps task_key + doc_proj6109_intake', () => {
+  const req = buildTaskRequest({
+    taskKey: 'intake',
+    projectName: 'P',
+    customerName: 'C',
+    deviceType: 'D',
+    projectId: 6109,
+    docId: 'doc_proj6109_intake',
+    userMessage:
+      '请按 YY/T、GB 9706.1 与 NMPA 注册法规要求，大幅改写当前受控文档中的风险管理与电气安全章节，引用具体条款并重写适用性结论（二轮高风险候选-确认用例）。',
+  });
+  assert.equal(req.task_key, 'intake');
+  assert.equal(req.doc_id, 'doc_proj6109_intake');
+  assert.equal(req.project_id, 6109);
+});
+
 test('buildResumeRequest: forwards add_steps when provided', () => {
  const req = buildResumeRequest(
    { taskKey: 'intake', projectName: 'P', customerName: 'C', deviceType: 'D' },
@@ -1,8 +1,13 @@
 import assert from 'node:assert/strict';
 import test from 'node:test';
 import {
+  consistentTaskKeyForControlledDoc,
+  hasDocumentWriteIntent,
+  isServerRegisteredControlledDoc,
  matchTemplateDeliverable,
+  refersToCurrentControlledDocument,
  resolveRequirementsTaskKey,
+  resolveTaskKeyFromMessage,
  resolveTaskTemplateForMessage,
 } from './templateMatch';
 import { DeliverableItem } from '../types/workbench';
@@ -47,6 +52,10 @@ test('resolveRequirementsTaskKey selects user_requirements for explicit URS', ()
 const UI02_FIRST_ROUND_PROMPT =
  '请基于本项目编制首轮《用户需求》摸底文档，覆盖预期用途、关键性能与适用法规框架，直接生成受控交付物。';

+// 与 E2E UI-05 原文对齐，仅供单测；不得放入生产模块。
+const CURRENT_DOC_HIGH_RISK_REWRITE_PROMPT =
+  '请按 YY/T、GB 9706.1 与 NMPA 注册法规要求，大幅改写当前受控文档中的风险管理与电气安全章节，引用具体条款并重写适用性结论（二轮高风险候选-确认用例）。';
+
 test('UI-02 first-round prompt with 首轮+用户需求+摸底 must be intake not user_requirements', () => {
  assert.equal(resolveRequirementsTaskKey(UI02_FIRST_ROUND_PROMPT), 'intake');
  assert.equal(resolveTaskTemplateForMessage(UI02_FIRST_ROUND_PROMPT, bothPool)?.taskKey, 'intake');
@@ -96,3 +105,101 @@ test('explicit write action still starts intake', () => {
 test('explicit update action still starts URS', () => {
  assert.equal(resolveTaskTemplateForMessage('请更新用户需求表 URS', bothPool)?.taskKey, 'user_requirements');
 });
+
+const activeIntake: DeliverableItem = {
+  ...base,
+  docId: 'doc_proj6109_intake',
+  taskKey: 'intake',
+  title: '用户初始需求收集表',
+  isTemplateOnly: false,
+};
+
+const activeReg: DeliverableItem = {
+  ...base,
+  docId: 'doc_proj6109_feasibility_reg',
+  taskKey: 'feasibility_reg',
+  title: '注册路径可行性评估报告',
+  isTemplateOnly: false,
+};
+
+const templateIntakeSlot: DeliverableItem = {
+  ...base,
+  docId: 'doc-p6109-intake',
+  taskKey: 'intake',
+  title: '用户初始需求收集表',
+  isTemplateOnly: true,
+};
+
+test('UI-05 prompt without active doc still keyword-routes to feasibility_reg', () => {
+  assert.equal(resolveTaskKeyFromMessage(CURRENT_DOC_HIGH_RISK_REWRITE_PROMPT), 'feasibility_reg');
+  assert.equal(resolveTaskTemplateForMessage(CURRENT_DOC_HIGH_RISK_REWRITE_PROMPT, bothPool)?.taskKey, 'feasibility_reg');
+});
+
+test('UI-05 prompt + registered intake pins intake and doc_proj6109_intake', () => {
+  assert.equal(refersToCurrentControlledDocument(CURRENT_DOC_HIGH_RISK_REWRITE_PROMPT), true);
+  assert.equal(isServerRegisteredControlledDoc(activeIntake), true);
+  const resolved = resolveTaskTemplateForMessage(CURRENT_DOC_HIGH_RISK_REWRITE_PROMPT, bothPool, activeIntake);
+  assert.equal(resolved?.taskKey, 'intake');
+  assert.equal(resolved?.docId, 'doc_proj6109_intake');
+  assert.equal(resolved?.pinnedToActiveDoc, true);
+});
+
+test('read-only current-doc request does not start a task', () => {
+  assert.equal(hasDocumentWriteIntent('查看当前受控文档的风险管理章节'), false);
+  assert.equal(
+    resolveTaskTemplateForMessage('查看当前受控文档的风险管理章节', bothPool, activeIntake),
+    undefined,
+  );
+});
+
+test('template-only active slot is not pinned; keywords still apply', () => {
+  assert.equal(isServerRegisteredControlledDoc(templateIntakeSlot), false);
+  const resolved = resolveTaskTemplateForMessage(
+    CURRENT_DOC_HIGH_RISK_REWRITE_PROMPT,
+    bothPool,
+    templateIntakeSlot,
+  );
+  assert.equal(resolved?.taskKey, 'feasibility_reg');
+  assert.equal(resolved?.pinnedToActiveDoc, undefined);
+});
+
+test('explicit named deliverable can switch away from active intake', () => {
+  const text = '请改写当前受控文档，同时编制注册路径可行性评估报告';
+  const resolved = resolveTaskTemplateForMessage(text, [...bothPool, activeReg], activeIntake);
+  assert.equal(resolved?.taskKey, 'feasibility_reg');
+  assert.notEqual(resolved?.docId, 'doc_proj6109_intake');
+});
+
+test('domain 注册法规 without current-doc deixis still routes feasibility_reg', () => {
+  assert.equal(
+    resolveTaskTemplateForMessage('请编制注册路径可行性评估并引用 NMPA 法规', bothPool, activeIntake)
+      ?.taskKey,
+    'feasibility_reg',
+  );
+});
+
+test('mismatched title vs docId suffix prefers docId taskKey', () => {
+  const mismatch = { ...activeIntake, taskKey: 'feasibility_reg' };
+  assert.equal(consistentTaskKeyForControlledDoc(mismatch), 'intake');
+  const resolved = resolveTaskTemplateForMessage(CURRENT_DOC_HIGH_RISK_REWRITE_PROMPT, bothPool, mismatch);
+  assert.equal(resolved?.taskKey, 'intake');
+  assert.equal(resolved?.docId, 'doc_proj6109_intake');
+});
+
+for (const phrase of ['当前文档', '本文件', '这份文档', '本文档', '本受控文档'] as const) {
+  test(`deixis ${phrase} pins registered intake`, () => {
+    const text = `请改写${phrase}中的风险管理章节`;
+    assert.equal(refersToCurrentControlledDocument(text), true);
+    const resolved = resolveTaskTemplateForMessage(text, bothPool, activeIntake);
+    assert.equal(resolved?.taskKey, 'intake');
+    assert.equal(resolved?.docId, 'doc_proj6109_intake');
+    assert.equal(resolved?.pinnedToActiveDoc, true);
+  });
+}
+
+test('no active doc does not invent a pin', () => {
+  const resolved = resolveTaskTemplateForMessage(CURRENT_DOC_HIGH_RISK_REWRITE_PROMPT, bothPool, undefined);
+  assert.equal(resolved?.taskKey, 'feasibility_reg');
+  assert.equal(resolved?.docId, undefined);
+  assert.equal(resolved?.pinnedToActiveDoc, undefined);
+});
@@ -1,9 +1,78 @@
 import { DeliverableItem } from '../types/workbench';

+const READ_ONLY_INTENT =
+  /(?:总结|概括|查看|看看|展示|读取|介绍|解释|分析|评价|检查|查询|当前状态|进度|谁在编辑|是否在编辑)/;
+const WRITE_INTENT =
+  /(?:开始|编写|编制|生成|起草|创建|撰写|重写|更新|修改|完善|补充|刷新|重做|改写)/;
+const CURRENT_DOC_DEIXIS = /当前受控文档|当前文档|本文件|这份文档|本文档|本受控文档/;
+
+const NAMED_DELIVERABLE_ALIASES: { taskKey: string; patterns: RegExp[] }[] = [
+  { taskKey: 'intake', patterns: [/用户初始需求收集表/, /初始需求表/, /需求摸底表/] },
+  { taskKey: 'user_requirements', patterns: [/用户需求表/, /\bURS\b/, /用户需求规格/] },
+  { taskKey: 'research', patterns: [/调研报告/, /竞品调研/] },
+  { taskKey: 'feasibility_reg', patterns: [/注册路径可行性/, /法规可行性评估/, /注册可行性评估/] },
+  { taskKey: 'feasibility_dev', patterns: [/设计开发可行性/, /研发可行性评估/] },
+  { taskKey: 'prelim_design', patterns: [/初步设计说明书/, /系统设计规格/] },
+  { taskKey: 'cdo_quote', patterns: [/CDO报价/, /报价核算表/] },
+];
+
+export type ResolvedDocumentTask = {
+  taskKey: string;
+  template?: DeliverableItem;
+  docId?: string;
+  pinnedToActiveDoc?: boolean;
+};
+
 function templatePool(deliverables: DeliverableItem[]): DeliverableItem[] {
  return deliverables.filter((d) => d.isTemplateOnly);
 }

+/** 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();
+  if (READ_ONLY_INTENT.test(normalized)) return false;
+  return WRITE_INTENT.test(normalized);
+}
+
+export function refersToCurrentControlledDocument(text: string): boolean {
+  return CURRENT_DOC_DEIXIS.test(text.trim());
+}
+
+export function taskKeyFromControlledDocId(docId: string): string | undefined {
+  const m = docId.trim().match(/^doc_proj\d+_(.+)$/);
+  return m?.[1] || undefined;
+}
+
+/** 服务端已注册的受控文档：doc_proj* 且非模板槽。 */
+export function isServerRegisteredControlledDoc(doc?: DeliverableItem | null): boolean {
+  if (!doc || doc.isTemplateOnly) return false;
+  if (!/^doc_proj\d+_/.test(doc.docId)) return false;
+  return Boolean(doc.taskKey || taskKeyFromControlledDocId(doc.docId));
+}
+
+/** 路由用 taskKey：docId 后缀与声明不一致时以 ID 为准（与服务端权威 ID 对齐）。 */
+export function consistentTaskKeyForControlledDoc(doc: DeliverableItem): string | undefined {
+  return taskKeyFromControlledDocId(doc.docId) || doc.taskKey || undefined;
+}
+
+function explicitNamedDeliverableTaskKey(
+  text: string,
+  deliverables: DeliverableItem[],
+  excludeTaskKey?: string,
+): string | undefined {
+  const titled = deliverables
+    .filter((d) => d.taskKey && d.taskKey !== excludeTaskKey && d.title?.trim())
+    .sort((a, b) => (b.title?.length || 0) - (a.title?.length || 0));
+  for (const d of titled) {
+    if (text.includes(d.title)) return d.taskKey;
+  }
+  for (const alias of NAMED_DELIVERABLE_ALIASES) {
+    if (alias.taskKey === excludeTaskKey) continue;
+    if (alias.patterns.some((p) => p.test(text))) return alias.taskKey;
+  }
+  return undefined;
+}
+
 /**
 * 从文案判定 intake（V0.1）还是 user_requirements（V0.5），与交付物池无关。
 * 含「首轮 / 初始 / 需求摸底 / 摸底」的明确 V0.1 文案必须 intake，即使同时含「用户需求」。
@@ -52,11 +121,8 @@ function pickRequirementsTask(text: string, pool: DeliverableItem[]): Deliverabl
 /** 根据用户输入解析应触发的文档任务键（不依赖交付物池顺序）。 */
 export function resolveTaskKeyFromMessage(text: string): string | undefined {
  const normalized = text.trim();
-  const readOnlyIntent = /(?:总结|概括|查看|看看|展示|读取|介绍|解释|分析|评价|检查|查询|当前状态|进度|谁在编辑|是否在编辑)/;
-  const writeIntent = /(?:开始|编写|编制|生成|起草|创建|撰写|重写|更新|修改|完善|补充|刷新|重做)/;
-
  // 模板名只是操作对象，不代表用户授权写入。只读动词优先；只有明确写动作才走任务 API。
-  if (readOnlyIntent.test(normalized) || !writeIntent.test(normalized)) return undefined;
+  if (!hasDocumentWriteIntent(normalized)) return undefined;

  if (normalized.includes('需求') || normalized.includes('摸底') || normalized.includes('用户') || normalized.includes('首轮')) {
    return resolveRequirementsTaskKey(normalized);
@@ -89,13 +155,52 @@ export function matchTemplateDeliverable(
  return undefined;
 }

-/** 合并文案解析与模板匹配，保证 API 使用正确 task_key。 */
+/**
+ * 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。
+ */
 export function resolveTaskTemplateForMessage(
  text: string,
  deliverables: DeliverableItem[],
-): { taskKey: string; template?: DeliverableItem } | undefined {
+  activeDoc?: DeliverableItem | null,
+): ResolvedDocumentTask | undefined {
+  if (!hasDocumentWriteIntent(text)) return undefined;
+
+  if (refersToCurrentControlledDocument(text) && isServerRegisteredControlledDoc(activeDoc)) {
+    const pinnedKey = consistentTaskKeyForControlledDoc(activeDoc!);
+    const named = explicitNamedDeliverableTaskKey(text, deliverables, pinnedKey);
+    if (named) {
+      const template = matchTemplateDeliverableByKey(named, deliverables, text);
+      return { taskKey: named, template };
+    }
+    if (pinnedKey) {
+      const template = matchTemplateDeliverableByKey(pinnedKey, deliverables, text);
+      return {
+        taskKey: pinnedKey,
+        template,
+        docId: activeDoc!.docId,
+        pinnedToActiveDoc: true,
+      };
+    }
+  }
+
  const taskKey = resolveTaskKeyFromMessage(text);
  if (!taskKey) return undefined;
  const template = matchTemplateDeliverable(text, deliverables);
  return { taskKey, template };
 }
+
+function matchTemplateDeliverableByKey(
+  taskKey: string,
+  deliverables: DeliverableItem[],
+  text: string,
+): DeliverableItem | undefined {
+  const pool = templatePool(deliverables);
+  const hit = findTemplateByTaskKey(pool, taskKey);
+  if (hit) return hit;
+  if (taskKey === 'intake' || taskKey === 'user_requirements') {
+    return pickRequirementsTask(text, pool);
+  }
+  return undefined;
+}