feat(projectcontext): bizdev 注入项目对话并完成 PG 治理 E2E

新增 ctxmgr 项目对话采集并接入 PM/TE BuildSnapshot；PG 测试统一 TEST_DATABASE_URL 并使用三正式工作流 key。
2026-09-13 02:50:23 +00:00
parent a6501e5b31
commit d6f5e0e28a
12 changed files with 468 additions and 115 deletions
@@ -18,9 +18,9 @@
 | BUG-10 | 无审计视图 | PASS | `recent_workflow_events` in settings + UI | 已完成 |
 | BUG-11 | 旧 API 未下线 | PARTIAL | 治理开启时 410 | 保持 + 文档标注 |
 | BUG-12 | 前端名称硬编码 | PASS | `ProjectWorkflowSwitcher` catalog API | 已完成 |
-| MISSING-01 | 上下文快照 0% | PARTIAL | `projectcontext/service.go` 五层源 + 私有对话排除计数 | PM/TE bizdev 传入 Dialogue 待加深 |
+| MISSING-01 | 上下文快照 0% | PASS | `ctxmgr.CollectProjectDialogue` + bizdev `collectSnapshotDialogueInputs` → `BuildSnapshot` | 已完成 |
 | MISSING-02 | 终止 0% | PASS | `GetTerminationPreview` + 取消在途 + 前端 | 已完成 |
-| MISSING-04 | E2E 0% | PARTIAL | `e2e_workflow_governance_test.go` 单工作流完成→planning | 三正式工作流 + 真实 PI Agent 待 test 分支补跑 |
+| MISSING-04 | E2E 0% | PARTIAL | PG E2E：`test_manager` 完成→planning + `main` 激活/批准/推进（test 库 PASS） | 三流程 + 真实 PI Agent 全链路待补跑 |

 **结论**: Phase A 全部 PASS；Phase B/C 核心项 PASS，E2E 与上下文快照仍有 PARTIAL。test 分支合并前需 `TEST_DATABASE_URL` + 真实 PI Agent 全链路验收。

@@ -7,7 +7,7 @@
 ## 二、 测试目标 (Test Objectives)

 - Phase A：生命周期补测、推进不改文档、禁用文档、对话不切 bizdev、token 一次性、DocumentAccessDecider + HTTP 409
- Phase B：终止 preview、E2E 完成→planning、上下文快照可复现（含私有对话排除计数）
+- Phase B：终止 preview、E2E 完成→planning、上下文快照可复现（bizdev→projectcontext Dialogue 集成）
 - Phase C：catalog 驱动名称、版本冲突提示、settings 审计事件

 ## 三、 测试方案与环境 (Test Plan & Environment)
@@ -38,25 +38,47 @@

 **判定**: PASS — live 实例存在时 `ExecuteStage` 调用次数为 0

-### 5.3 上下文快照
+### 5.3 上下文快照与 Dialogue 集成

-**命令**: `go test ./internal/projectcontext/... -count=1`
+**命令**:
+```bash
+go test ./internal/ctxmgr/... ./internal/bizdev/... ./internal/projectcontext/... \
+  -run 'CollectProjectDialogue|CollectSnapshot|BuildSnapshot' -count=1 -v
+```

-**判定**: PASS — 同输入 hash 可复现；`[private]`/`[draft]` 对话计入 `ExcludedPrivateCount` 且不进入来源清单
+**判定**: PASS — bizdev `system_reqs`/`test_manager` 执行路径经 `CollectProjectDialogue` 注入共享对话与里程碑决策；私有/禁用导出对话被排除

-### 5.4 PG E2E（需 TEST_DATABASE_URL）
+### 5.4 PG E2E（隔离 test 库）

-**命令**: `TEST_DATABASE_URL=... go test ./internal/server/... -run TestE2E_WorkflowGovernance_CompleteAndReplan -count=1 -v`
+**环境**: `TEST_DATABASE_URL=postgres://app:***@127.0.0.1:5434/agent_system_test`（configs/.env.test 对齐）

-**判定**: SKIP 或 PASS（视 CI 是否配置隔离库）
+**命令**:
+```bash
+TEST_DATABASE_URL='postgres://app:test_secret_db_pass@127.0.0.1:5434/agent_system_test' \
+  go test ./internal/server/... \
+  -run 'TestE2E_WorkflowGovernance_CompleteAndReplan|TestWorkflowGovernance_PG_ActivateApproveAdvanceChain' \
+  -count=1 -v
+```
+
+**实际输出**:
+```
+--- PASS: TestE2E_WorkflowGovernance_CompleteAndReplan (0.25s)
+--- PASS: TestWorkflowGovernance_PG_ActivateApproveAdvanceChain (0.26s)
+PASS ok chat-agent-system/internal/server 0.514s
+```
+
+**评价判定**: PASS — 正式工作流 `test_manager` 末阶段完成→`planning`；正式工作流 `main` 激活/DocGov 批准/阶段推进链通过

 ## 六、 自动化测试套件汇总 (Test Suite Execution)

 ```
-go test ./internal/projectinstance/... ./internal/coordinator/... ./internal/projectcontext/... -count=1
+go test ./internal/projectinstance/... ./internal/coordinator/... ./internal/projectcontext/... \
+  ./internal/ctxmgr/... ./internal/bizdev/... -count=1
+TEST_DATABASE_URL=... go test ./internal/server/... -run 'TestE2E_WorkflowGovernance|TestWorkflowGovernance_PG' -count=1
 ```

 ## 七、 测试结论与后续优化建议 (Conclusion & Next Steps)

- 整改代码路径已用单元测试锁定；PG 全链路需在 `test` 分支部署前用真实 PI Agent 补跑并更新本报告第五节 5.4 为 PASS 实录。
+- Phase A–C 核心路径与 PG 治理 E2E 已通过；`test_manager`/`main` 正式工作流在隔离 test 库验证 PASS。
+- 仍待：三流程 + 真实 PI Agent（MiniMax-M3）全链路实测（`TestWorkflowGovernance_PiAgent_PG_FullChain`）写入本报告后再合 main。
 - 建议每周运行 `scripts/fix-completed-instance-lifecycle.sql` dry-run 检查历史不一致。
@@ -0,0 +1,39 @@
+package bizdev
+
+import (
+	"context"
+	"fmt"
+
+	"chat-agent-system/internal/ctxmgr"
+)
+
+type snapshotDialogueInputs struct {
+	Dialogue              []string
+	Decisions             []string
+	ExcludedPrivate       int
+	ExcludedNoAccess      int
+}
+
+func (s *Service) collectSnapshotDialogueInputs(ctx context.Context, projectID, userID int64) snapshotDialogueInputs {
+	out := snapshotDialogueInputs{}
+	if s == nil || projectID <= 0 || s.ctxMgr == nil {
+		return out
+	}
+
+	if coll, err := s.getProjectContextForUser(ctx, projectID, userID); err == nil && coll != nil {
+		for _, d := range coll.MilestoneDecisions {
+			out.Decisions = append(out.Decisions, fmt.Sprintf("[%s] %s (%s)", d.ActivityType, d.Title, d.UserName))
+		}
+	}
+
+	dialogue, err := s.ctxMgr.CollectProjectDialogue(ctx, projectID, ctxmgr.CollectProjectDialogueOptions{
+		Limit: 120,
+	})
+	if err != nil || dialogue == nil {
+		return out
+	}
+	out.Dialogue = dialogue.Lines
+	out.ExcludedPrivate = dialogue.ExcludedPrivate
+	out.ExcludedNoAccess = dialogue.ExcludedNoAccess
+	return out
+}
@@ -0,0 +1,48 @@
+package bizdev
+
+import (
+	"context"
+	"testing"
+
+	"chat-agent-system/internal/ctxmgr"
+	"chat-agent-system/internal/projectcontext"
+	"chat-agent-system/internal/replyexport"
+)
+
+func TestCollectSnapshotDialogueInputs_FeedsBuildSnapshot(t *testing.T) {
+	ctx := context.Background()
+	mgr := ctxmgr.NewContextManager(nil, nil, ctxmgr.DefaultTimeDecayConfig())
+	projectID := int64(601)
+	meta := map[string]any{"project_id": projectID}
+
+	_, _ = mgr.RecordUserMessageWithID(ctx, "sess-601", 1, "user", "测试经理需要覆盖注册分类路径", "", "", meta)
+	_, _ = mgr.RecordUserMessageWithID(ctx, "sess-601", 1, "assistant", "我会整理测试验证范围与风险点。", "", "", map[string]any{
+		"project_id":    projectID,
+		"export_policy": string(replyexport.PolicyFull),
+		"content_kind":  string(replyexport.KindDocumentText),
+	})
+	_, _ = mgr.RecordActivity(ctx, projectID, 1, "张工", "decision", "确认先做注册分类调研", map[string]any{}, 1, true)
+
+	svc := &Service{ctxMgr: mgr}
+	inputs := svc.collectSnapshotDialogueInputs(ctx, projectID, 1)
+	if len(inputs.Dialogue) == 0 {
+		t.Fatalf("expected dialogue lines, got none")
+	}
+	if len(inputs.Decisions) != 1 {
+		t.Fatalf("expected 1 decision, got %d", len(inputs.Decisions))
+	}
+
+	ctxSvc := projectcontext.NewService(nil)
+	snap, err := ctxSvc.BuildSnapshot(ctx, projectcontext.BuildInput{
+		ProjectID: projectID,
+		TaskKey:   "test_manager",
+		Dialogue:  inputs.Dialogue,
+		Decisions: inputs.Decisions,
+	})
+	if err != nil {
+		t.Fatalf("BuildSnapshot: %v", err)
+	}
+	if snap.SourceCount < 2 {
+		t.Fatalf("expected dialogue + decision sources, got %d", snap.SourceCount)
+	}
+}
@@ -378,12 +378,17 @@ func (s *Service) ExecuteTask(ctx context.Context, req TaskRunRequest) (*TaskRun
 				}
 			}
 		}
+		dialogueInputs := s.collectSnapshotDialogueInputs(ctx, req.ProjectID, req.UserID)
 		ctxSvc := projectcontext.NewService(s.pool)
 		snap, _ := ctxSvc.BuildSnapshot(ctx, projectcontext.BuildInput{
 			ProjectID: req.ProjectID, TaskKey: req.TaskKey, UserID: req.UserID,
 			ProjectName: req.ProjectName, Facts: facts, Materials: materials, PriorDocs: priorDocs,
-			Knowledge: hits,
+			Knowledge: hits, Dialogue: dialogueInputs.Dialogue, Decisions: dialogueInputs.Decisions,
 		})
+		if snap != nil {
+			snap.ExcludedPrivateCount += dialogueInputs.ExcludedPrivate
+			snap.ExcludedNoAccessCount += dialogueInputs.ExcludedNoAccess
+		}
 		if snap != nil {
 			if extra := projectcontext.MaterialsForWorkspace(snap, 12); len(extra) > 0 {
 				materials = append(materials, extra...)
@@ -226,6 +226,13 @@ func (m *ContextManager) RecordUserMessageWithID(ctx context.Context, sessionID
 			}
 			m.sessions[sessionID] = sessSum
 		}
+		if meta != nil {
+			if pVal, ok := meta["project_id"].(int64); ok && pVal > 0 {
+				sessSum.ProjectID = pVal
+			} else if pValFloat, ok := meta["project_id"].(float64); ok && pValFloat > 0 {
+				sessSum.ProjectID = int64(pValFloat)
+			}
+		}
 		sessSum.MessageCount = len(m.messages[sessionID])
 		sessSum.LastMessage = content
 		sessSum.UpdatedAt = time.Now()
@@ -0,0 +1,169 @@
+package ctxmgr
+
+import (
+	"context"
+	"encoding/json"
+	"fmt"
+	"strings"
+
+	"chat-agent-system/internal/replyexport"
+)
+
+const defaultProjectDialogueLimit = 120
+
+// ProjectDialogueCollectResult 项目级对话采集结果（供上下文快照使用）。
+type ProjectDialogueCollectResult struct {
+	Lines               []string
+	ExcludedPrivate     int
+	ExcludedNoAccess    int
+	AllowedStageKey     string
+	StageFilteredCount  int
+}
+
+// CollectProjectDialogueOptions 采集选项。
+type CollectProjectDialogueOptions struct {
+	Limit           int
+	AllowedStageKey string // 非空时仅保留无 stage_key 或匹配的对话
+}
+
+// CollectProjectDialogue 收集进入项目知识边界的共享对话行。
+func (m *ContextManager) CollectProjectDialogue(ctx context.Context, projectID int64, opts CollectProjectDialogueOptions) (*ProjectDialogueCollectResult, error) {
+	out := &ProjectDialogueCollectResult{AllowedStageKey: opts.AllowedStageKey}
+	if m == nil || projectID <= 0 {
+		return out, nil
+	}
+	limit := opts.Limit
+	if limit <= 0 {
+		limit = defaultProjectDialogueLimit
+	}
+
+	var msgs []ChatMessageRecord
+	if m.pool != nil {
+		rows, err := m.pool.Query(ctx, `
+			SELECT cm.id, cm.session_id, COALESCE(cm.user_id, 0), cm.role, cm.content,
+			       cm.intent, cm.branch, cm.metadata, COALESCE(cm.day_key::text, ''),
+			       COALESCE(cm.category, ''), COALESCE(cm.content_kind, ''),
+			       COALESCE(cm.export_policy, 'none'), cm.created_at
+			FROM chat_messages cm
+			JOIN chat_sessions cs ON cs.session_id = cm.session_id
+			WHERE cs.project_id = $1 AND cm.deleted_at IS NULL
+			ORDER BY cm.created_at ASC
+			LIMIT $2
+		`, projectID, limit)
+		if err != nil {
+			return nil, fmt.Errorf("collect project dialogue: %w", err)
+		}
+		defer rows.Close()
+		for rows.Next() {
+			var rec ChatMessageRecord
+			var metaJSON []byte
+			if err := rows.Scan(
+				&rec.ID, &rec.SessionID, &rec.UserID, &rec.Role, &rec.Content,
+				&rec.Intent, &rec.Branch, &metaJSON, &rec.DayKey, &rec.Category,
+				&rec.ContentKind, &rec.ExportPolicy, &rec.CreatedAt,
+			); err != nil {
+				return nil, err
+			}
+			if len(metaJSON) > 0 {
+				_ = json.Unmarshal(metaJSON, &rec.Metadata)
+			}
+			msgs = append(msgs, rec)
+		}
+	} else {
+		m.mu.RLock()
+		for sessionID, sessionMsgs := range m.messages {
+			sess := m.sessions[sessionID]
+			if sess != nil && sess.ProjectID != projectID {
+				continue
+			}
+			for _, rec := range sessionMsgs {
+				if sess == nil || sess.ProjectID == 0 {
+					if pid := messageProjectID(rec); pid != projectID {
+						continue
+					}
+				}
+				msgs = append(msgs, rec)
+			}
+		}
+		m.mu.RUnlock()
+	}
+
+	for _, rec := range msgs {
+		line, include, excludedPrivate, excludedNoAccess := classifyDialogueLine(rec, opts.AllowedStageKey)
+		if excludedPrivate {
+			out.ExcludedPrivate++
+		}
+		if excludedNoAccess {
+			out.ExcludedNoAccess++
+			out.StageFilteredCount++
+		}
+		if !include || line == "" {
+			continue
+		}
+		out.Lines = append(out.Lines, line)
+	}
+	return out, nil
+}
+
+func messageProjectID(rec ChatMessageRecord) int64 {
+	if rec.Metadata == nil {
+		return 0
+	}
+	if pVal, ok := rec.Metadata["project_id"].(int64); ok {
+		return pVal
+	}
+	if pVal, ok := rec.Metadata["project_id"].(float64); ok {
+		return int64(pVal)
+	}
+	return 0
+}
+
+func classifyDialogueLine(rec ChatMessageRecord, allowedStageKey string) (line string, include bool, excludedPrivate bool, excludedNoAccess bool) {
+	content := strings.TrimSpace(rec.Content)
+	if content == "" {
+		return "", false, true, false
+	}
+	if strings.HasPrefix(content, "[private]") || strings.HasPrefix(content, "[draft]") {
+		return "", false, true, false
+	}
+	if vis, _ := rec.Metadata["visibility"].(string); vis == "private" {
+		return "", false, true, false
+	}
+
+	stageKey := MessageStageKey(rec.Metadata)
+	if allowedStageKey != "" && stageKey != "" && stageKey != allowedStageKey {
+		return "", false, false, true
+	}
+
+	switch rec.Role {
+	case "user":
+		line = fmt.Sprintf("用户: %s", content)
+		return line, true, false, false
+	case "assistant":
+		switch rec.ContentKind {
+		case string(replyexport.KindActionCard), string(replyexport.KindStatusUpdate),
+			string(replyexport.KindErrorNotice), string(replyexport.KindSystemNotice):
+			return "", false, true, false
+		}
+		switch rec.ExportPolicy {
+		case string(replyexport.PolicyFull), string(replyexport.PolicyCopyOnly):
+			line = fmt.Sprintf("助手: %s", content)
+			return line, true, false, false
+		default:
+			return "", false, true, false
+		}
+	default:
+		return "", false, true, false
+	}
+}
+
+// MessageStageKey 从消息 metadata 提取阶段键。
+func MessageStageKey(metadata map[string]any) string {
+	if metadata == nil {
+		return ""
+	}
+	if sk, ok := metadata["stage_key"].(string); ok {
+		return sk
+	}
+	return ""
+}
@@ -0,0 +1,60 @@
+package ctxmgr
+
+import (
+	"context"
+	"testing"
+
+	"chat-agent-system/internal/replyexport"
+)
+
+func TestCollectProjectDialogue_ExcludesPrivateAndIncludesShared(t *testing.T) {
+	ctx := context.Background()
+	mgr := NewContextManager(nil, nil, DefaultTimeDecayConfig())
+	projectID := int64(501)
+	meta := map[string]any{"project_id": projectID}
+
+	_, _ = mgr.RecordUserMessageWithID(ctx, "sess-501", 1, "user", "[private] 不应纳入", "", "", meta)
+	_, _ = mgr.RecordUserMessageWithID(ctx, "sess-501", 1, "user", "项目需要支持多用户协作", "", "", meta)
+	_, _ = mgr.RecordUserMessageWithID(ctx, "sess-501", 1, "assistant", "好的，我会整理需求要点。", "", "", map[string]any{
+		"project_id":     projectID,
+		"export_policy":  string(replyexport.PolicyFull),
+		"content_kind":   string(replyexport.KindDocumentText),
+	})
+
+	res, err := mgr.CollectProjectDialogue(ctx, projectID, CollectProjectDialogueOptions{})
+	if err != nil {
+		t.Fatalf("CollectProjectDialogue: %v", err)
+	}
+	if len(res.Lines) != 2 {
+		t.Fatalf("expected 2 shared lines, got %d: %v", len(res.Lines), res.Lines)
+	}
+	if res.ExcludedPrivate < 1 {
+		t.Fatalf("expected excluded private >= 1, got %d", res.ExcludedPrivate)
+	}
+}
+
+func TestCollectProjectDialogue_StageFilter(t *testing.T) {
+	ctx := context.Background()
+	mgr := NewContextManager(nil, nil, DefaultTimeDecayConfig())
+	projectID := int64(502)
+
+	_, _ = mgr.RecordUserMessageWithID(ctx, "sess-502", 1, "user", "立项阶段讨论", "", "", map[string]any{
+		"project_id": projectID, "stage_key": "biz_intake",
+	})
+	_, _ = mgr.RecordUserMessageWithID(ctx, "sess-502", 1, "user", "研发阶段讨论", "", "", map[string]any{
+		"project_id": projectID, "stage_key": "biz_feasibility",
+	})
+
+	res, err := mgr.CollectProjectDialogue(ctx, projectID, CollectProjectDialogueOptions{
+		AllowedStageKey: "biz_intake",
+	})
+	if err != nil {
+		t.Fatalf("CollectProjectDialogue: %v", err)
+	}
+	if len(res.Lines) != 1 {
+		t.Fatalf("expected 1 stage-filtered line, got %d: %v", len(res.Lines), res.Lines)
+	}
+	if res.ExcludedNoAccess != 1 {
+		t.Fatalf("expected 1 excluded by stage, got %d", res.ExcludedNoAccess)
+	}
+}
@@ -26,36 +26,17 @@ func TestE2E_WorkflowGovernance_CompleteAndReplan(t *testing.T) {
 	defer pool.Close()

 	ctx := context.Background()
-	handler, _ := setupPGGovernanceServer(t, pool)
+	handler, srv := setupPGGovernanceServer(t, pool)

 	creatorToken := loginTestUser(t, handler, "zhanggong", "123456")
 	creatorID := fetchAuthUserID(t, handler, creatorToken)

-	wfSvc := workflowdef.NewService(pool, nil)
-	wfKey := "e2e_gov_" + time.Now().Format("150405.000")
-	_, ver, err := wfSvc.CreateDefinition(ctx, workflowdef.CreateDefinitionInput{
-		Key: wfKey, Name: "E2E Governance WF",
-		Definition: workflowdef.VersionDefinition{
-			SchemaVersion: 1,
-			Stages: []workflowdef.StageDef{{
-				Key: "only_stage", Name: "唯一阶段", Position: 0,
-				DocTasks: []workflowdef.DocTaskDef{{
-					Key: "intake", Required: true, Blocking: true, DefaultEnabled: true,
-					OutputDocType: "intake", OutputDocTitle: "Intake",
-				}},
-			}},
-		},
-	}, 1)
-	if err != nil {
-		t.Fatalf("create workflow: %v", err)
-	}
-	if _, err := wfSvc.PublishVersion(ctx, ver.WorkflowID, ver.Version, 1); err != nil {
-		t.Fatalf("publish workflow: %v", err)
-	}
+	wfKey := workflowdef.OfficialKeyTestManager
+	seedOfficialWorkflowManifest(t, pool, wfKey)

 	var projectID int64
 	code := "e2e-gov-" + time.Now().Format("150405.000")
-	err = pool.QueryRow(ctx, `
+	err := pool.QueryRow(ctx, `
 		INSERT INTO projects (code, name, status, creator_user_id, lifecycle_status, active_workflow_key, workflow_selection_version, workflow_plan_revision)
 		VALUES ($1, 'E2E Governance', 'active', $2, 'planning', '', 1, 0) RETURNING id
 	`, code, creatorID).Scan(&projectID)
@@ -66,7 +47,7 @@ func TestE2E_WorkflowGovernance_CompleteAndReplan(t *testing.T) {
 		_, _ = pool.Exec(context.Background(), `DELETE FROM projects WHERE id = $1`, projectID)
 	})

-	reqDefault := httptest.NewRequest(http.MethodGet, fmt.Sprintf("/api/v1/projects/%d/workflow-plan/default?workflow_key=%s&version=1", projectID, wfKey), nil)
+	reqDefault := httptest.NewRequest(http.MethodGet, fmt.Sprintf("/api/v1/projects/%d/workflow-plan/default?workflow_key=%s&version=0", projectID, wfKey), nil)
 	withBearerAuth(reqDefault, creatorToken)
 	recDefault := httptest.NewRecorder()
 	handler.ServeHTTP(recDefault, reqDefault)
@@ -114,23 +95,25 @@ func TestE2E_WorkflowGovernance_CompleteAndReplan(t *testing.T) {
 	var activated projectinstance.ActivateResult
 	_ = json.Unmarshal(recActivate.Body.Bytes(), &activated)

-	// 批准并推进至完成（复用 governance 测试中的 docgov 路径）
-	docID := fmt.Sprintf("doc_e2e_%d", projectID)
-	// 文档批准链在 workflow_governance_pg_test 已覆盖；此处直接标记实例文档 approved 并推进
-	_, err = pool.Exec(ctx, `
-		UPDATE project_doc_task_instances dti SET status = 'approved', updated_at = now()
-		FROM project_stage_instances psi
-		WHERE dti.stage_instance_id = psi.id AND psi.workflow_instance_id = $1 AND dti.task_key = 'intake'
-	`, activated.Instance.ID)
+	docID := fmt.Sprintf("doc_proj%d_test_manager", projectID)
+	docEngine := srv.BizdevService().DocGov()
+	_, err = docEngine.CreateOrGetDocument(ctx, docID, projectID, "test_manager", "系统验证方案及计划", "system_verification_planning", "",
+		creatorID, "Author", reviewerID, "Reviewer", approverID, "Approver")
 	if err != nil {
-		t.Fatalf("mark approved: %v", err)
+		t.Fatalf("create doc: %v", err)
+	}
+	_ = docEngine.MarkDocumentContentUpdated(ctx, docID, "hash_e2e_te", false)
+	_, _ = docEngine.SubmitForReview(ctx, docID, creatorID, "author", "Author")
+	_, _ = docEngine.ReviewApprove(ctx, docID, reviewerID, "reviewer", "Reviewer", "ok")
+	_, err = docEngine.ApproverApprove(ctx, docID, approverID, "approver", "Approver", "ok")
+	if err != nil {
+		t.Fatalf("approve doc: %v", err)
 	}
-	_ = docID

 	advanceBody, _ := json.Marshal(projectinstance.AdvanceStageInput{
-		StageKey: "only_stage", ExpectedConfigRevision: activated.Instance.ConfigRevision,
+		StageKey: "system_verification_planning", ExpectedConfigRevision: activated.Instance.ConfigRevision,
 	})
-	reqAdvance := httptest.NewRequest(http.MethodPost, fmt.Sprintf("/api/v1/workflow-instances/%d/stages/only_stage/advance", activated.Instance.ID), bytes.NewReader(advanceBody))
+	reqAdvance := httptest.NewRequest(http.MethodPost, fmt.Sprintf("/api/v1/workflow-instances/%d/stages/system_verification_planning/advance", activated.Instance.ID), bytes.NewReader(advanceBody))
 	withBearerAuth(reqAdvance, creatorToken)
 	recAdvance := httptest.NewRecorder()
 	handler.ServeHTTP(recAdvance, reqAdvance)
@@ -2,13 +2,24 @@ package server_test

 import (
 	"bytes"
+	"context"
 	"encoding/json"
+	"net"
 	"net/http"
 	"net/http/httptest"
+	"net/url"
+	"os"
+	"strconv"
+	"strings"
 	"testing"
+	"time"
+
+	"github.com/jackc/pgx/v5/pgxpool"

 	"chat-agent-system/internal/auth"
 	"chat-agent-system/internal/config"
+	"chat-agent-system/internal/db"
+	"chat-agent-system/internal/workflowdef"
 )

 func loginTestAdmin(t *testing.T, handler http.Handler, cfg *config.Config) string {
@@ -67,3 +78,63 @@ func loginTestUser(t *testing.T, handler http.Handler, username, password string
 func withUserIDAuth(req *http.Request, token string) {
 	req.Header.Set("Authorization", "Bearer "+token)
 }
+
+func configFromTestDatabaseURL(t *testing.T) *config.Config {
+	t.Helper()
+	dsn := db.SkipIfNoTestDatabaseURL(t)
+	parsed, err := url.Parse(dsn)
+	if err != nil {
+		t.Fatalf("parse TEST_DATABASE_URL: %v", err)
+	}
+	host, portStr, splitErr := net.SplitHostPort(parsed.Host)
+	if splitErr != nil {
+		host = parsed.Host
+		portStr = "5432"
+	}
+	port, _ := strconv.Atoi(portStr)
+	user := parsed.User.Username()
+	password, _ := parsed.User.Password()
+	dbName := strings.TrimPrefix(parsed.Path, "/")
+	return &config.Config{
+		Env:               "test",
+		DataDir:           t.TempDir(),
+		AgentBackend:      "stub",
+		AllowInMemory:     false,
+		ContextDbHost:     host,
+		ContextDbPort:     port,
+		ContextDbUser:     user,
+		ContextDbPassword: password,
+		ContextDbName:     dbName,
+		AdminUsername:     envOr("ADMIN_USERNAME", "admin"),
+		AdminPassword:     envOr("ADMIN_PASSWORD", "admin-secret-password-123"),
+	}
+}
+
+func envOr(key, fallback string) string {
+	if v := strings.TrimSpace(os.Getenv(key)); v != "" {
+		return v
+	}
+	return fallback
+}
+
+func seedOfficialWorkflowManifest(t *testing.T, pool *pgxpool.Pool, workflowKey string) {
+	t.Helper()
+	filename, ok := workflowdef.V2ManifestFiles[workflowKey]
+	if !ok {
+		t.Fatalf("unknown official workflow key %q", workflowKey)
+	}
+	def, err := workflowdef.LoadManifestDefinition(filename)
+	if err != nil {
+		t.Fatalf("load manifest %s: %v", filename, err)
+	}
+	wfStore := workflowdef.NewStore(pool)
+	ctx, cancel := context.WithTimeout(context.Background(), 30*time.Second)
+	defer cancel()
+	if err := wfStore.UpsertPublishedSeed(ctx, workflowdef.CreateDefinitionInput{
+		Key:        workflowKey,
+		Name:       workflowdef.OfficialWorkflowName(workflowKey),
+		Definition: def,
+	}, 1); err != nil {
+		t.Fatalf("seed official workflow %s: %v", workflowKey, err)
+	}
+}
@@ -14,7 +14,6 @@ import (

 	"chat-agent-system/internal/auth"
 	"chat-agent-system/internal/bizdev"
-	"chat-agent-system/internal/config"
 	"chat-agent-system/internal/db"
 	"chat-agent-system/internal/notification"
 	"chat-agent-system/internal/projectinstance"
@@ -49,9 +48,10 @@ func openPGPoolWithMigrations(t *testing.T) *pgxpool.Pool {
 		t.Skip("workflow/project instance tables not ready")
 	}
 	if auth.IAMTablesReady(ctx, pool) {
-		authStore, err := auth.NewPgStore(pool, &config.Config{Env: "dev"})
+		testCfg := configFromTestDatabaseURL(t)
+		authStore, err := auth.NewPgStore(pool, testCfg)
 		if err == nil {
-			_ = auth.ReactivateDevSeedUsers(ctx, authStore, &config.Config{Env: "dev"})
+			_ = auth.ReactivateDevSeedUsers(ctx, authStore, testCfg)
 		}
 	}
 	return pool
@@ -82,19 +82,7 @@ func fetchAuthUserID(t *testing.T, handler http.Handler, token string) int64 {

 func setupPGGovernanceServer(t *testing.T, pool *pgxpool.Pool) (http.Handler, *server.Server) {
 	t.Helper()
-	cfg := &config.Config{
-		Env:                "dev",
-		DataDir:            t.TempDir(),
-		AgentBackend:       "stub",
-		AllowInMemory:      false,
-		ContextDbHost:      "127.0.0.1",
-		ContextDbPort:      5433,
-		ContextDbUser:      "app",
-		ContextDbPassword:  "dev_secret_db_pass",
-		ContextDbName:      "agent_system_dev",
-		AdminUsername:      "admin",
-		AdminPassword:      "admin-secret-password-123",
-	}
+	cfg := configFromTestDatabaseURL(t)
 	svc := bizdev.MustNewService(t, cfg)
 	if svc.Pool() == nil {
 		t.Skip("bizdev service not connected to postgres")
@@ -113,36 +101,8 @@ func TestWorkflowGovernance_PG_ActivateApproveAdvanceChain(t *testing.T) {
 	ctx := context.Background()
 	handler, srv := setupPGGovernanceServer(t, pool)

-	wfSvc := workflowdef.NewService(pool, nil)
-	wfKey := "pg_p5_gov_" + time.Now().Format("150405.000")
-	_, ver, err := wfSvc.CreateDefinition(ctx, workflowdef.CreateDefinitionInput{
-		Key: wfKey, Name: "PG Phase5 Governance WF",
-		Definition: workflowdef.VersionDefinition{
-			SchemaVersion: 1,
-			Stages: []workflowdef.StageDef{
-				{
-					Key: "biz_intake", Name: "商务摸底", Position: 0,
-					DocTasks: []workflowdef.DocTaskDef{{
-						Key: "intake", Required: true, Blocking: true, DefaultEnabled: true,
-						OutputDocType: "intake", OutputDocTitle: "客户需求采集",
-					}},
-				},
-				{
-					Key: "biz_feasibility", Name: "法规可行性", Position: 1, Optional: true,
-					DocTasks: []workflowdef.DocTaskDef{{
-						Key: "feasibility_reg", Required: false, Blocking: false, DefaultEnabled: true,
-						OutputDocType: "feasibility", OutputDocTitle: "法规路径评估",
-					}},
-				},
-			},
-		},
-	}, 1)
-	if err != nil {
-		t.Fatalf("create workflow def: %v", err)
-	}
-	if _, err := wfSvc.PublishVersion(ctx, ver.WorkflowID, ver.Version, 1); err != nil {
-		t.Fatalf("publish workflow: %v", err)
-	}
+	wfKey := workflowdef.OfficialKeyMain
+	seedOfficialWorkflowManifest(t, pool, wfKey)

 	creatorToken := loginTestUser(t, handler, "zhanggong", "123456")
 	guestToken := loginTestUser(t, handler, "guest", "123456")
@@ -151,6 +111,7 @@ func TestWorkflowGovernance_PG_ActivateApproveAdvanceChain(t *testing.T) {
 	// 1. 创建项目（PG 直写，与 projectinstance PG 集成测试一致）
 	var projectID int64
 	code := "pg-p5-" + time.Now().Format("150405.000")
+	var err error
 	err = pool.QueryRow(ctx, `
 		INSERT INTO projects (code, name, status, creator_user_id, lifecycle_status, active_workflow_key, workflow_selection_version, workflow_plan_revision)
 		VALUES ($1, 'PG Phase5 Governance Test', 'active', $2, 'planning', '', 1, 0) RETURNING id
@@ -170,7 +131,7 @@ func TestWorkflowGovernance_PG_ActivateApproveAdvanceChain(t *testing.T) {
 		_, _ = pool.Exec(context.Background(), `DELETE FROM projects WHERE id = $1`, projectID)
 	})
 	// 2. 获取默认规划并保存三权
-	reqDefault := httptest.NewRequest(http.MethodGet, fmt.Sprintf("/api/v1/projects/%d/workflow-plan/default?workflow_key=%s&version=1", projectID, wfKey), nil)
+	reqDefault := httptest.NewRequest(http.MethodGet, fmt.Sprintf("/api/v1/projects/%d/workflow-plan/default?workflow_key=%s&version=0", projectID, wfKey), nil)
 	withBearerAuth(reqDefault, creatorToken)
 	recDefault := httptest.NewRecorder()
 	handler.ServeHTTP(recDefault, reqDefault)
@@ -282,10 +243,10 @@ func TestWorkflowGovernance_PG_ActivateApproveAdvanceChain(t *testing.T) {

 	// 7. 创建者推进阶段
 	advanceBody, _ := json.Marshal(projectinstance.AdvanceStageInput{
-		StageKey:               "biz_intake",
+		StageKey:               "V0.1_triage",
 		ExpectedConfigRevision: activated.Instance.ConfigRevision,
 	})
-	reqAdvance := httptest.NewRequest(http.MethodPost, fmt.Sprintf("/api/v1/workflow-instances/%d/stages/biz_intake/advance", instanceID), bytes.NewReader(advanceBody))
+	reqAdvance := httptest.NewRequest(http.MethodPost, fmt.Sprintf("/api/v1/workflow-instances/%d/stages/V0.1_triage/advance", instanceID), bytes.NewReader(advanceBody))
 	withBearerAuth(reqAdvance, creatorToken)
 	recAdvance := httptest.NewRecorder()
 	handler.ServeHTTP(recAdvance, reqAdvance)
@@ -296,7 +257,7 @@ func TestWorkflowGovernance_PG_ActivateApproveAdvanceChain(t *testing.T) {
 	if err := json.Unmarshal(recAdvance.Body.Bytes(), &advanceResult); err != nil {
 		t.Fatalf("decode advance: %v", err)
 	}
-	if advanceResult.NextStageKey != "biz_feasibility" && !advanceResult.InstanceDone {
+	if advanceResult.NextStageKey != "V0.5_feasibility" && !advanceResult.InstanceDone {
 		t.Fatalf("unexpected advance result: %+v", advanceResult)
 	}

@@ -13,7 +13,6 @@ import (
 	"github.com/jackc/pgx/v5/pgxpool"

 	"chat-agent-system/internal/bizdev"
-	"chat-agent-system/internal/config"
 	"chat-agent-system/internal/notification"
 	"chat-agent-system/internal/projectinstance"
 	"chat-agent-system/internal/projectworkflow"
@@ -34,22 +33,11 @@ func piAgentRunnerHealthy() bool {

 func setupPGPiAgentServer(t *testing.T, pool *pgxpool.Pool) (http.Handler, *server.Server) {
 	t.Helper()
-	cfg := &config.Config{
-		Env:              "dev",
-		DataDir:          t.TempDir(),
-		AgentBackend:     "pi-agent",
-		PiAgentRunnerURL: "http://127.0.0.1:18865",
-		PiAgentModel:     "MiniMax-M3",
-		PiAgentProvider:  "minimax",
-		AllowInMemory:    false,
-		ContextDbHost:    "127.0.0.1",
-		ContextDbPort:    5433,
-		ContextDbUser:    "app",
-		ContextDbPassword: "dev_secret_db_pass",
-		ContextDbName:    "agent_system_dev",
-		AdminUsername:    "admin",
-		AdminPassword:    "admin-secret-password-123",
-	}
+	cfg := configFromTestDatabaseURL(t)
+	cfg.AgentBackend = "pi-agent"
+	cfg.PiAgentRunnerURL = "http://127.0.0.1:18865"
+	cfg.PiAgentModel = "MiniMax-M3"
+	cfg.PiAgentProvider = "minimax"
 	svc := bizdev.MustNewService(t, cfg)
 	if svc.Pool() == nil {
 		t.Skip("bizdev service not connected to postgres")