diff --git a/internal/bizdev/service.go b/internal/bizdev/service.go
index f6dd319a..5d94e000 100644
--- a/internal/bizdev/service.go
+++ b/internal/bizdev/service.go
@@ -113,6 +113,10 @@ func NewService(cfg *config.Config) *Service {
 				}
 			}
 		}
+
+		if pwSvc != nil && doc.TaskKey == "system_reqs" {
+			_, _ = pwSvc.CheckAndPropagateStale(ctx, doc.DocID, doc.ContentSHA256, fmt.Sprintf("上游系统需求规格书 V%d 已正式批准，已标记关联下游验证方案为待复核(stale)", doc.Version))
+		}
 	})
 
 	return svc
@@ -280,6 +284,38 @@ func (s *Service) ExecuteTask(ctx context.Context, req TaskRunRequest) (*TaskRun
 	if docID == "" {
 		docID = fmt.Sprintf("doc_proj%d_%s", req.ProjectID, req.TaskKey)
 	}
+	// 智能测试经理前置检查：必须依赖同项目已批准的系统需求规格书 (system_reqs)
+	var upstreamSRDoc *docgov.DocumentRecord
+	if req.TaskKey == "test_manager" {
+		upstreamDocID := fmt.Sprintf("doc_proj%d_system_reqs", req.ProjectID)
+		if s.docGov != nil && req.ProjectID > 0 {
+			doc, err := s.docGov.GetDocument(ctx, upstreamDocID)
+			if err == nil && doc != nil && doc.CurrentState == docgov.StateApproved {
+				upstreamSRDoc = doc
+			}
+		}
+		if upstreamSRDoc == nil {
+			return &TaskRunResult{
+				TaskKey:       req.TaskKey,
+				ArtifactTitle: artifactTitle,
+				WorkDir:       req.WorkDir,
+				Success:       false,
+				ErrorReason:   "智能测试经理工作流前置条件未满足：必须先完成同项目的《系统需求规格书》并经批准 (approved) 后方可启动系统验证编制",
+			}, projectworkflow.ErrPrerequisiteNotMet
+		}
+
+		// 自动将已批准系统需求规格书注入为测试方案编制的依据输入
+		if len(materials) == 0 && upstreamSRDoc.WorkDir != "" {
+			contentPath := filepath.Join(upstreamSRDoc.WorkDir, "output.md")
+			if b, err := os.ReadFile(contentPath); err == nil && len(b) > 0 {
+				materials = append(materials, squad.MaterialItem{
+					Filename: "upstream_system_requirements.md",
+					Content:  b,
+				})
+			}
+		}
+	}
+
 	authorID := req.AuthorID
 	if authorID == 0 {
 		authorID = req.UserID
@@ -561,6 +597,23 @@ func (s *Service) ExecuteTask(ctx context.Context, req TaskRunRequest) (*TaskRun
 		}
 	}
 
+	if res.Success && req.TaskKey == "test_manager" && upstreamSRDoc != nil && s.projectWorkflow != nil && req.ProjectID > 0 {
+		_ = s.projectWorkflow.RecordLineage(ctx, &projectworkflow.DocumentLineage{
+			ProjectID:         req.ProjectID,
+			DownstreamDocID:   docID,
+			DownstreamVersion: 1,
+			UpstreamDocID:     upstreamSRDoc.DocID,
+			UpstreamVersion:   upstreamSRDoc.Version,
+			UpstreamSHA256:    upstreamSRDoc.ContentSHA256,
+			IsStale:           false,
+		})
+	}
+	if res.Success && req.TaskKey == "system_reqs" && s.projectWorkflow != nil && req.ProjectID > 0 {
+		sha := sha256.Sum256([]byte(res.MarkdownBody))
+		shaStr := hex.EncodeToString(sha[:])
+		_, _ = s.projectWorkflow.CheckAndPropagateStale(ctx, docID, shaStr, "上游系统需求规格书已更新，下游验证方案需复核")
+	}
+
 	return &TaskRunResult{
 		TaskKey:       res.TaskKey,
 		ArtifactTitle: res.ArtifactTitle,
diff --git a/internal/server/handlers.go b/internal/server/handlers.go
index 4f5833d2..7f245097 100644
--- a/internal/server/handlers.go
+++ b/internal/server/handlers.go
@@ -267,6 +267,8 @@ func writeTaskError(w http.ResponseWriter, err error, payload any) {
 		status = http.StatusConflict
 	} else if errors.Is(err, docgov.ErrDocumentLocked) || errors.Is(err, docgov.ErrForceEditNotAllowed) {
 		status = http.StatusConflict
+	} else if errors.Is(err, projectworkflow.ErrPrerequisiteNotMet) {
+		status = http.StatusBadRequest
 	}
 	if payload != nil {
 		writeJSONResponse(w, status, payload)
diff --git a/internal/server/project_handlers.go b/internal/server/project_handlers.go
index 2ea00234..703dbf3e 100644
--- a/internal/server/project_handlers.go
+++ b/internal/server/project_handlers.go
@@ -4,9 +4,11 @@ import (
 	"bytes"
 	"encoding/json"
 	"errors"
+	"fmt"
 	"io"
 	"net/http"
 	"strconv"
+	"strings"
 
 	"chat-agent-system/internal/projectworkflow"
 )
@@ -228,3 +230,29 @@ func (s *Server) handleListProjectWorkflowRuns(w http.ResponseWriter, r *http.Re
 	}
 	writeJSONResponse(w, http.StatusOK, runs)
 }
+
+// handleGetProjectLineage 查询项目文档血缘关系及失效状态
+func (s *Server) handleGetProjectLineage(w http.ResponseWriter, r *http.Request) {
+	docID := strings.TrimSpace(r.URL.Query().Get("doc_id"))
+	if docID == "" {
+		idStr := r.PathValue("id")
+		id, _ := strconv.ParseInt(idStr, 10, 64)
+		if id > 0 {
+			docID = fmt.Sprintf("doc_proj%d_test_manager", id)
+		}
+	}
+	if docID == "" {
+		http.Error(w, `{"error":"ERR_INVALID_PARAM","message":"doc_id is required"}`, http.StatusBadRequest)
+		return
+	}
+	lineages, err := s.pwSvc.GetLineageForDownstream(r.Context(), docID, 0)
+	if err != nil {
+		http.Error(w, `{"error":"ERR_INTERNAL","message":"`+err.Error()+`"}`, http.StatusInternalServerError)
+		return
+	}
+	if lineages == nil {
+		lineages = make([]*projectworkflow.DocumentLineage, 0)
+	}
+	writeJSONResponse(w, http.StatusOK, lineages)
+}
+
diff --git a/internal/server/project_workflow_api_test.go b/internal/server/project_workflow_api_test.go
index 601daca2..83b53f77 100644
--- a/internal/server/project_workflow_api_test.go
+++ b/internal/server/project_workflow_api_test.go
@@ -156,3 +156,90 @@ func TestProjectWorkflowAPI_Lifecycle(t *testing.T) {
 	assert.NotEmpty(t, runsList)
 	assert.Equal(t, "completed", runsList[0].Status)
 }
+
+func TestProjectWorkflow_TestManagerAndLineageStale(t *testing.T) {
+	srv, handler := setupTestServerForProjectWorkflow(t)
+
+	// 1. 创建测试项目
+	bodyCreate, _ := json.Marshal(projectworkflow.CreateProjectInput{
+		Name:         "智能肺功能仪",
+		DeviceType:   "呼吸诊疗设备",
+		IntendedUse:  "肺通气功能评测",
+		TargetMarket: "NMPA Class II",
+	})
+	reqCreate := httptest.NewRequest(http.MethodPost, "/api/v1/projects", bytes.NewReader(bodyCreate))
+	reqCreate.Header.Set("X-User-ID", "2")
+	recCreate := httptest.NewRecorder()
+	handler.ServeHTTP(recCreate, reqCreate)
+	require.Equal(t, http.StatusCreated, recCreate.Code)
+	var proj projectworkflow.Project
+	_ = json.Unmarshal(recCreate.Body.Bytes(), &proj)
+
+	// 2. 在未批准系统需求规格书时，直接触发 test_manager -> 应触发前置阻断 400 / ERR_PRECONDITION_FAILED
+	bodyRunTestFail, _ := json.Marshal(map[string]any{
+		"task_key":     "test_manager",
+		"project_name": proj.Name,
+	})
+	reqRunTestFail := httptest.NewRequest(http.MethodPost, "/api/v1/projects/1001/workflows/test_manager/run", bytes.NewReader(bodyRunTestFail))
+	reqRunTestFail.Header.Set("X-User-ID", "2")
+	recRunTestFail := httptest.NewRecorder()
+	handler.ServeHTTP(recRunTestFail, reqRunTestFail)
+	assert.Equal(t, http.StatusBadRequest, recRunTestFail.Code)
+	assert.Contains(t, recRunTestFail.Body.String(), "前置条件未满足")
+
+	// 3. 在受控治理中创建并批准系统需求规格书
+	srDocID := "doc_proj1001_system_reqs"
+	srDoc, err := srv.BizdevService().DocGov().CreateOrGetDocument(
+		nil, srDocID, 1001, "system_reqs", "系统需求规格书",
+		"V0.5_feasibility", "",
+		2, "张工", 3, "李主管", 4, "王总监",
+	)
+	require.NoError(t, err)
+	_ = srv.BizdevService().DocGov().MarkDocumentContentUpdated(nil, srDocID, "hash_v1", false)
+	_, _ = srv.BizdevService().DocGov().SubmitForReview(nil, srDocID, 2, "author", "张工")
+	_, _ = srv.BizdevService().DocGov().ReviewApprove(nil, srDocID, 3, "reviewer", "李主管", "同意")
+	_, err = srv.BizdevService().DocGov().ApproverApprove(nil, srDocID, 4, "approver", "王总监", "批准生效")
+	require.NoError(t, err)
+	assert.Equal(t, "approved", string(srDoc.CurrentState))
+
+	// 4. 前置已批准后，触发 test_manager 运行 -> 成功 200
+	bodyRunTestSuccess, _ := json.Marshal(map[string]any{
+		"task_key":     "test_manager",
+		"project_name": proj.Name,
+		"materials": []map[string]string{
+			{
+				"filename": "upstream_system_requirements.md",
+				"content":  "# 系统需求\n| REQ-01 | 测量流量误差 <= 3% | 测试 | 高 |\n",
+			},
+		},
+	})
+	reqRunTestSuccess := httptest.NewRequest(http.MethodPost, "/api/v1/projects/1001/workflows/test_manager/run", bytes.NewReader(bodyRunTestSuccess))
+	reqRunTestSuccess.Header.Set("X-User-ID", "2")
+	recRunTestSuccess := httptest.NewRecorder()
+	handler.ServeHTTP(recRunTestSuccess, reqRunTestSuccess)
+	assert.Equal(t, http.StatusOK, recRunTestSuccess.Code)
+
+	// 5. 查询文档血缘 -> 存在且 is_stale == false
+	reqLineage := httptest.NewRequest(http.MethodGet, "/api/v1/projects/1001/lineage?doc_id=doc_proj1001_test_manager", nil)
+	recLineage := httptest.NewRecorder()
+	handler.ServeHTTP(recLineage, reqLineage)
+	assert.Equal(t, http.StatusOK, recLineage.Code)
+	var lineages []*projectworkflow.DocumentLineage
+	_ = json.Unmarshal(recLineage.Body.Bytes(), &lineages)
+	require.NotEmpty(t, lineages)
+	assert.Equal(t, srDocID, lineages[0].UpstreamDocID)
+	assert.False(t, lineages[0].IsStale)
+
+	// 6. 上游 system_reqs 发生更新（模拟触发 CheckAndPropagateStale）
+	_, err = srv.ProjectWorkflowService().CheckAndPropagateStale(nil, srDocID, "hash_v2_changed", "需求发生重大变更")
+	require.NoError(t, err)
+
+	// 再次查询下游血缘 -> is_stale 应变为 true
+	recLineage2 := httptest.NewRecorder()
+	handler.ServeHTTP(recLineage2, reqLineage)
+	var lineagesAfter []*projectworkflow.DocumentLineage
+	_ = json.Unmarshal(recLineage2.Body.Bytes(), &lineagesAfter)
+	require.NotEmpty(t, lineagesAfter)
+	assert.True(t, lineagesAfter[0].IsStale)
+}
+
diff --git a/internal/server/server.go b/internal/server/server.go
index e8d439a8..417a59ac 100644
--- a/internal/server/server.go
+++ b/internal/server/server.go
@@ -70,6 +70,16 @@ func (s *Server) AuthService() *auth.Service {
 	return s.authSvc
 }
 
+// BizdevService 获取业务交付服务
+func (s *Server) BizdevService() *bizdev.Service {
+	return s.svc
+}
+
+// ProjectWorkflowService 获取项目多工作流控制服务
+func (s *Server) ProjectWorkflowService() *projectworkflow.Service {
+	return s.pwSvc
+}
+
 // Routes 构建 HTTP 路由分发器
 func (s *Server) Routes() http.Handler {
 	mux := http.NewServeMux()
@@ -87,6 +97,7 @@ func (s *Server) Routes() http.Handler {
 	mux.HandleFunc("GET /api/v1/workflows", s.handleListWorkflowDefinitions)
 	mux.HandleFunc("POST /api/v1/projects/{id}/workflows/{workflow_key}/run", s.handleRunProjectWorkflow)
 	mux.HandleFunc("GET /api/v1/projects/{id}/workflows/{workflow_key}/runs", s.handleListProjectWorkflowRuns)
+	mux.HandleFunc("GET /api/v1/projects/{id}/lineage", s.handleGetProjectLineage)
 
 	// 3. 对话协同服务 (标准 JSON 阻塞)
 	mux.HandleFunc("POST /api/v1/chat", s.handleChat)
diff --git a/templates/docs/test_manager.md b/templates/docs/test_manager.md
new file mode 100644
index 00000000..4d9c9818
--- /dev/null
+++ b/templates/docs/test_manager.md
@@ -0,0 +1,60 @@
+# 系统验证方案及计划（SVP）
+
+- 项目：{{project_name}}
+- 生成时间：{{generated_at}}
+- 快照：{{snapshot_id}}
+- 文件编号：RD-SVP
+- 记录归属：DHF
+- 版本：A
+- 阶段：04 设计验证
+
+## 结论
+
+{{conclusion}}
+
+## 验证范围与策略
+
+- 产品名称：{{project_name}}
+- 验证类型：系统级功能、性能、电气安全、环境适应性与电磁兼容测试
+- 上游依据：系统需求规格书 (RD-SR)
+- 验证原则：需求 100% 全覆盖，关键风险与基本安全项目双重验证
+
+## 测试环境与工具
+
+| 仪器设备/软件工具 | 规格型号/版本 | 校验状态/有效期限 | 用途说明 |
+| --- | --- | --- | --- |
+| 模拟生理信号源 | 标准多参源 V2.1 | 计量校准合格 | 产生心率/血压模拟基准信号 |
+| 医用示波器 | 100MHz 数字存储 | 检定合格 | 接口电平及波形质量测量 |
+| 自动化测试平台 | AutoTest Runner 1.0 | 已确认验证 | 协议与长周期稳定性测试 |
+
+## 系统测试用例及判定准则
+
+| 用例 ID | 追溯需求 ID | 测试项与方法说明 | 判定准则与接受限值 | 测试结果 |
+| --- | --- | --- | --- | --- |
+| TC-01 | REQ-01 | 按规程输入标准心率模拟信号，采样并计算误差 | 心率测量误差不超过 ±2bpm 或 ±2% | 符合 |
+| TC-02 | REQ-02 | 连续工作 72 小时无故障与数据漂移测试 | 72 小时内无死机、内存泄漏与通信中断 | 符合 |
+{{test_cases_table}}
+
+## 需求覆盖率与追踪矩阵
+
+| 系统需求 ID | 需求陈述摘要 | 对应测试用例 ID | 覆盖结论 |
+| --- | --- | --- | --- |
+| REQ-01 | 心率与生理参数监测精度 | TC-01 | 100% 已覆盖 |
+| REQ-02 | 系统长周期运行稳定性与连续性 | TC-02 | 100% 已覆盖 |
+{{traceability_matrix_table}}
+
+## 待确认清单
+
+{{pending_items}}
+
+## 签署
+
+| 角色 | 姓名 | 结论 | 日期 |
+| --- | --- | --- | --- |
+| 编制 | {{author_name}} | 已编制 | {{generated_at}} |
+| 审核 | {{reviewer_name}} | 待审核 |  |
+| 批准 | {{approver_name}} | 待批准 |  |
+
+## 说明
+
+本文档由智能测试经理小队基于同项目已批准的《系统需求规格书》自动关联生成。若上游系统需求规格书发生修订或版本变更，本文档血缘将自动标记为失效（stale），必须由测试经理重新触发验证方案评审或回归编制。