From 687f930f403685a982761ebe99fab6cd45205a5c Mon Sep 17 00:00:00 2001
From: weichen <weichen@example.com>
Date: Mon, 21 Sep 2026 05:19:43 +0000
Subject: [PATCH 1/4] feat(trace): deliver recheck and impact notices in chat

A new recheck mark is posted into the actor's existing project session, and a downstream-impact event does the same. Asking about what a change affects still resolves to impact analysis.

Co-authored-by: Cursor <cursoragent@cursor.com>
---
 cmd/events/main.go                         |  2 +
 internal/app/app.go                        |  3 +-
 internal/app/docnotify/chat_notice.go      | 45 ++++++++++++
 internal/app/docnotify/chat_notice_test.go | 51 ++++++++++++++
 internal/app/docnotify/consumer.go         | 11 ++-
 internal/app/docnotify/subscriber.go       |  7 +-
 internal/app/trace_bridge.go               | 81 +++++++++++++++++++++-
 internal/ctxmgr/message_update.go          | 42 +++++++++++
 internal/intent/recognizer.go              |  7 +-
 internal/intent/recognizer_test.go         | 13 ++++
 internal/server/trace_handlers.go          | 10 ++-
 internal/traceimpact/service.go            | 45 ++++++++++--
 internal/traceimpact/service_test.go       | 18 +++++
 13 files changed, 320 insertions(+), 15 deletions(-)
 create mode 100644 internal/app/docnotify/chat_notice.go
 create mode 100644 internal/app/docnotify/chat_notice_test.go

diff --git a/cmd/events/main.go b/cmd/events/main.go
index a14fef81..39c9c00c 100644
--- a/cmd/events/main.go
+++ b/cmd/events/main.go
@@ -16,6 +16,7 @@ import (
 	"chat-agent-system/internal/app/docproject"
 	"chat-agent-system/internal/app/intentflow"
 	"chat-agent-system/internal/config"
+	"chat-agent-system/internal/ctxmgr"
 	"chat-agent-system/internal/db"
 	"chat-agent-system/internal/docgov"
 	"chat-agent-system/internal/events"
@@ -75,6 +76,7 @@ func main() {
 	)
 	_ = disp.Register(events.ConsumerNotify, (&docnotify.EventConsumer{
 		Notify: notify, Docs: gov, Env: cfg.Env,
+		Chat: ctxmgr.NewContextManager(pool, nil, ctxmgr.TimeDecayConfig{}),
 	}).HandleLease)
 	_ = disp.Register(events.ConsumerWorkflowAdvance, (&docadvance.EventConsumer{
 		Inst: instSvc, Docs: gov, PW: pwSvc, Notify: notify, Env: cfg.Env,
diff --git a/internal/app/app.go b/internal/app/app.go
index e7a18a86..af8e8ca5 100644
--- a/internal/app/app.go
+++ b/internal/app/app.go
@@ -196,6 +196,7 @@ func Assemble(cfg *config.Config, svc *bizdev.Service) (*Runtime, error) {
 	traceSvc := traceimpact.Open(pool)
 	traceSvc.SetStageReopener(traceStage{inst: instSvc})
 	traceSvc.SetDocUnlocker(traceUnlock{gov: parts.Gov})
+	bindRecheckChat(traceSvc, parts.Ctx)
 	if instSvc != nil {
 		instSvc.SetRecheckGate(traceRecheck{svc: traceSvc})
 	}
@@ -255,7 +256,7 @@ func Assemble(cfg *config.Config, svc *bizdev.Service) (*Runtime, error) {
 		instSvc.SetAuthorOnlyPolicySource(&sysadminAuthorOnlyPolicyAdapter{svc: rt.SysAdmin})
 		svc.SetInstanceDutySource(&projectInstanceDutyAdapter{inst: instSvc})
 	}
-	rt.DocNotify = &docnotify.Subscriber{Notify: rt.Notify, Docs: parts.Gov}
+	rt.DocNotify = &docnotify.Subscriber{Notify: rt.Notify, Docs: parts.Gov, Chat: parts.Ctx}
 	rt.DocNotify.SkipWrite = func(ctx context.Context) bool {
 		return rt.WriterLive(ctx, events.ConsumerNotify)
 	}
diff --git a/internal/app/docnotify/chat_notice.go b/internal/app/docnotify/chat_notice.go
new file mode 100644
index 00000000..7b85c7f3
--- /dev/null
+++ b/internal/app/docnotify/chat_notice.go
@@ -0,0 +1,45 @@
+package docnotify
+
+import (
+	"context"
+	"fmt"
+
+	"chat-agent-system/internal/ctxmgr"
+)
+
+// PostProjectNotice writes an assistant message into the actor's latest project session.
+// It does not create a session. Missing chat, user, or session is a no-op.
+func PostProjectNotice(ctx context.Context, chat *ctxmgr.ContextManager, projectID, userID int64, content string, meta map[string]any) error {
+	if chat == nil || projectID <= 0 || userID <= 0 || content == "" {
+		return nil
+	}
+	sessions, err := chat.ListChatSessions(ctx, ctxmgr.SessionFilter{UserID: userID, ProjectID: projectID, Limit: 1})
+	if err != nil {
+		return err
+	}
+	if len(sessions) == 0 || sessions[0].SessionID == "" {
+		return nil
+	}
+	if meta == nil {
+		meta = map[string]any{}
+	}
+	if _, ok := meta["project_id"]; !ok {
+		meta["project_id"] = projectID
+	}
+	_, err = chat.RecordUserMessageWithID(ctx, sessions[0].SessionID, 0, "assistant", content, "IMPACT_ANALYZE", "", meta)
+	if err != nil {
+		return fmt.Errorf("post project notice: %w", err)
+	}
+	return nil
+}
+
+func downstreamChatBody(docID, impacted string) string {
+	switch {
+	case docID != "" && impacted != "":
+		return fmt.Sprintf("文档 %s 的变更可能影响 %s。需要时可以说「分析影响」。", docID, impacted)
+	case docID != "":
+		return fmt.Sprintf("文档 %s 有变更，下游内容可能受影响。需要时可以说「分析影响」。", docID)
+	default:
+		return "有文档变更，下游内容可能受影响。需要时可以说「分析影响」。"
+	}
+}
diff --git a/internal/app/docnotify/chat_notice_test.go b/internal/app/docnotify/chat_notice_test.go
new file mode 100644
index 00000000..12ef7854
--- /dev/null
+++ b/internal/app/docnotify/chat_notice_test.go
@@ -0,0 +1,51 @@
+package docnotify
+
+import (
+	"strings"
+	"testing"
+
+	"chat-agent-system/internal/ctxmgr"
+)
+
+func TestPostProjectNoticeSkipsWithoutSession(t *testing.T) {
+	chat := ctxmgr.NewContextManager(nil, nil, ctxmgr.TimeDecayConfig{})
+	if err := PostProjectNotice(t.Context(), chat, 7, 3, "上游有变更", nil); err != nil {
+		t.Fatal(err)
+	}
+	history, err := chat.GetChatHistory(t.Context(), "sess-missing", 10, 0)
+	if err != nil {
+		t.Fatal(err)
+	}
+	if len(history) != 0 {
+		t.Fatalf("must not create a session, history=%d", len(history))
+	}
+}
+
+func TestPostProjectNoticeWritesActorSession(t *testing.T) {
+	chat := ctxmgr.NewContextManager(nil, nil, ctxmgr.TimeDecayConfig{})
+	if _, err := chat.EnsureChatSession(t.Context(), "sess-p7-u3", 3, 7, "项目对话"); err != nil {
+		t.Fatal(err)
+	}
+	if err := PostProjectNotice(t.Context(), chat, 7, 3, "文档 d 的变更可能影响 down。", map[string]any{
+		"interactive_card": map[string]any{"cardType": "RECHECK_NOTICE"},
+	}); err != nil {
+		t.Fatal(err)
+	}
+	history, err := chat.GetChatHistory(t.Context(), "sess-p7-u3", 10, 0)
+	if err != nil {
+		t.Fatal(err)
+	}
+	if len(history) != 1 || history[0].Role != "assistant" {
+		t.Fatalf("history=%+v", history)
+	}
+	if history[0].Metadata["interactive_card"] == nil {
+		t.Fatalf("metadata=%+v", history[0].Metadata)
+	}
+}
+
+func TestDownstreamChatBody(t *testing.T) {
+	got := downstreamChatBody("doc-a", "doc-b")
+	if !strings.Contains(got, "doc-a") || !strings.Contains(got, "doc-b") || !strings.Contains(got, "分析影响") {
+		t.Fatalf("body=%q", got)
+	}
+}
diff --git a/internal/app/docnotify/consumer.go b/internal/app/docnotify/consumer.go
index ebaebb39..8d70d6d8 100644
--- a/internal/app/docnotify/consumer.go
+++ b/internal/app/docnotify/consumer.go
@@ -4,6 +4,7 @@ import (
 	"context"
 	"encoding/json"
 
+	"chat-agent-system/internal/ctxmgr"
 	"chat-agent-system/internal/events"
 	"chat-agent-system/internal/notification"
 
@@ -14,6 +15,7 @@ import (
 type EventConsumer struct {
 	Notify *notification.Service
 	Docs   DocumentLookup
+	Chat   *ctxmgr.ContextManager
 	Env    string
 }
 
@@ -57,7 +59,14 @@ func (c *EventConsumer) HandleLease(ctx context.Context, lease events.Lease, tx
 		return events.ErrQuarantine
 	}
 	p := notification.DocumentEventPayload{ProjectID: projectID, DocID: docID}
-	return c.Notify.EmitVisibleDocumentEvent(ctx, tx, lease.EventID, kind, title, body, recipient, p)
+	if err := c.Notify.EmitVisibleDocumentEvent(ctx, tx, lease.EventID, kind, title, body, recipient, p); err != nil {
+		return err
+	}
+	if lease.EventName == events.EventDownstreamImpact && c.Chat != nil {
+		impacted, _ := payload["impacted_doc_id"].(string)
+		_ = PostProjectNotice(ctx, c.Chat, projectID, recipient, downstreamChatBody(docID, impacted), nil)
+	}
+	return nil
 }
 
 func IntendedNotifyDigest(eventID, kind string, recipient int64) string {
diff --git a/internal/app/docnotify/subscriber.go b/internal/app/docnotify/subscriber.go
index 1e516c85..15f45dfc 100644
--- a/internal/app/docnotify/subscriber.go
+++ b/internal/app/docnotify/subscriber.go
@@ -4,6 +4,7 @@ import (
 	"context"
 	"fmt"
 
+	"chat-agent-system/internal/ctxmgr"
 	"chat-agent-system/internal/docgov"
 	"chat-agent-system/internal/docrevision"
 	"chat-agent-system/internal/notification"
@@ -19,6 +20,7 @@ type DocumentLookup interface {
 type Subscriber struct {
 	Notify notificationEmitter
 	Docs   DocumentLookup
+	Chat   *ctxmgr.ContextManager
 	// SkipWrite is true when the durable notify consumer is live.
 	// Bind stays registered while mode=off; the closure must not dual-write after switch.
 	SkipWrite func(ctx context.Context) bool
@@ -88,7 +90,10 @@ func (s *Subscriber) Handle(ctx context.Context, eventType string, payload map[s
 		_, err := s.Notify.EmitDocumentEvent(ctx, eventType, notification.TypeDocDownstreamImpact,
 			"下游文档受影响", "上游文档变更，请复核关联文档。",
 			fmt.Sprintf("doc_impact:%s:%s:%d", docID, impacted, recipient), recipient, p)
-		return err
+		if err != nil {
+			return err
+		}
+		return PostProjectNotice(ctx, s.Chat, projectID, recipient, downstreamChatBody(docID, impacted), nil)
 	case notification.EventDocChangeReportDegraded:
 		if v, ok := payload["report_id"].(int64); ok {
 			p.ReportID = v
diff --git a/internal/app/trace_bridge.go b/internal/app/trace_bridge.go
index 0b682b5c..409308f7 100644
--- a/internal/app/trace_bridge.go
+++ b/internal/app/trace_bridge.go
@@ -7,7 +7,9 @@ import (
 	"strconv"
 	"strings"
 
+	"chat-agent-system/internal/app/docnotify"
 	"chat-agent-system/internal/coordinator"
+	"chat-agent-system/internal/ctxmgr"
 	"chat-agent-system/internal/docgov"
 	"chat-agent-system/internal/projectinstance"
 	"chat-agent-system/internal/traceimpact"
@@ -60,15 +62,54 @@ func (t traceUnlock) ReopenApprovedDocs(ctx context.Context, projectID int64, do
 
 type traceChat struct{ svc *traceimpact.Service }
 
-func (t traceChat) AnalyzeImpact(ctx context.Context, projectID, _ int64, text string) (string, error) {
+func (t traceChat) AnalyzeImpact(ctx context.Context, projectID, userID int64, text string) (string, error) {
 	if t.svc == nil {
 		return "", fmt.Errorf("trace: unavailable")
 	}
+	ctx = traceimpact.WithActor(ctx, userID)
 	rep, err := t.svc.Analyze(ctx, projectID, traceimpact.DocRef{DocID: "chat", Markdown: text, Visible: true}, nil)
 	if err != nil {
 		return "", err
 	}
-	return rep.Summary, nil
+	return formatImpactReply(rep), nil
+}
+
+func formatImpactReply(rep *traceimpact.Report) string {
+	if rep == nil || len(rep.Impacts) == 0 {
+		if rep.Summary != "" {
+			return rep.Summary
+		}
+		return "目前没有已确认的影响。可以说「分析影响」并带上条目编号，例如 UR-001。"
+	}
+	var b strings.Builder
+	if rep.Summary != "" {
+		b.WriteString(rep.Summary)
+		b.WriteString("。")
+	}
+	limit := len(rep.Impacts)
+	if limit > 8 {
+		limit = 8
+	}
+	for i := 0; i < limit; i++ {
+		imp := rep.Impacts[i]
+		label := imp.ItemKey
+		if label == "" {
+			label = imp.DocID
+		}
+		if label == "" {
+			continue
+		}
+		b.WriteString("\n- ")
+		b.WriteString(label)
+		if imp.Reason != "" {
+			b.WriteString("：")
+			b.WriteString(imp.Reason)
+		}
+	}
+	if len(rep.Impacts) > limit {
+		fmt.Fprintf(&b, "\n另有 %d 条未展开。", len(rep.Impacts)-limit)
+	}
+	return b.String()
 }
 
 func projectIDFromControlledDoc(docID string) int64 {
@@ -86,6 +127,42 @@ func projectIDFromControlledDoc(docID string) int64 {
 	}
 	return n
 }
+
+func bindRecheckChat(svc *traceimpact.Service, chat *ctxmgr.ContextManager) {
+	if svc == nil || chat == nil {
+		return
+	}
+	svc.SetRecheckHook(func(ctx context.Context, mark traceimpact.RecheckMark) {
+		userID := traceimpact.ActorID(ctx)
+		reason := mark.Reason
+		if reason == "" {
+			reason = mark.SourceDoc
+		}
+		content := fmt.Sprintf("阶段 %s 待复核（%s）。需要细节可以说「分析影响」。", mark.StageKey, reason)
+		card := map[string]any{
+			"cardId":          fmt.Sprintf("recheck-%d", mark.ID),
+			"cardType":        "RECHECK_NOTICE",
+			"title":           "阶段待复核",
+			"proposedContent": content,
+			"status":          "active",
+			"ttlTurns":        8,
+			"actions": []any{
+				map[string]any{
+					"actionId": "recheck_no_change",
+					"label":    "无需变更",
+					"style":    "primary",
+					"payload": map[string]string{
+						"project_id": strconv.FormatInt(mark.ProjectID, 10),
+						"mark_id":    strconv.FormatInt(mark.ID, 10),
+					},
+				},
+			},
+		}
+		_ = docnotify.PostProjectNotice(ctx, chat, mark.ProjectID, userID, content, map[string]any{
+			"interactive_card": card,
+		})
+	})
+}
 func (t traceChat) ProposeRevision(ctx context.Context, projectID, userID int64, text string, confirmed bool) (string, error) {
 	if t.svc == nil {
 		return "", fmt.Errorf("trace: unavailable")
diff --git a/internal/ctxmgr/message_update.go b/internal/ctxmgr/message_update.go
index e4e655b0..c57a03c8 100644
--- a/internal/ctxmgr/message_update.go
+++ b/internal/ctxmgr/message_update.go
@@ -108,6 +108,48 @@ func (m *ContextManager) FinalizeAssistantTaskMessage(ctx context.Context, messa
 	return errors.New("message not found")
 }
 
+// SetInteractiveCardStatus marks a stored chat card resolved or otherwise closed.
+func (m *ContextManager) SetInteractiveCardStatus(ctx context.Context, messageID int64, status, summary string) error {
+	if m == nil || messageID <= 0 || status == "" {
+		return errors.New("invalid card status update")
+	}
+	if m.pool != nil || hasUoW(ctx) {
+		_, err := execChat(ctx, m.pool, `
+			UPDATE chat_messages
+			SET metadata = jsonb_set(
+				jsonb_set(COALESCE(metadata, '{}'::jsonb), '{interactive_card,status}', to_jsonb($2::text), true),
+				'{interactive_card,resolutionSummary}', to_jsonb($3::text), true)
+			WHERE id = $1
+		`, messageID, status, summary)
+		if err != nil {
+			return fmt.Errorf("set interactive card status: %w", err)
+		}
+		return nil
+	}
+	m.mu.Lock()
+	defer m.mu.Unlock()
+	for sid, msgs := range m.messages {
+		for i := range msgs {
+			if msgs[i].ID != messageID {
+				continue
+			}
+			card, _ := msgs[i].Metadata["interactive_card"].(map[string]any)
+			if card == nil {
+				card = map[string]any{}
+			}
+			card["status"] = status
+			card["resolutionSummary"] = summary
+			if msgs[i].Metadata == nil {
+				msgs[i].Metadata = map[string]any{}
+			}
+			msgs[i].Metadata["interactive_card"] = card
+			m.messages[sid][i] = msgs[i]
+			return nil
+		}
+	}
+	return errors.New("message not found")
+}
+
 func hasUoW(ctx context.Context) bool {
 	_, ok := uow.ScopeFrom(ctx)
 	return ok
diff --git a/internal/intent/recognizer.go b/internal/intent/recognizer.go
index 76ecb93a..d2c1ba33 100644
--- a/internal/intent/recognizer.go
+++ b/internal/intent/recognizer.go
@@ -1240,7 +1240,8 @@ func isGreetingOrHelp(input string) bool {
 
 func matchImpactIntent(input string) *CandidateIntent {
 	propose := strings.Contains(input, "修订提案") || strings.Contains(input, "生成修订") || strings.Contains(input, "提议修改文档")
-	analyze := strings.Contains(input, "分析影响") || strings.Contains(input, "影响分析") || strings.Contains(input, "波及哪些")
+	analyze := strings.Contains(input, "分析影响") || strings.Contains(input, "影响分析") || strings.Contains(input, "波及哪些") ||
+		strings.Contains(input, "影响哪些") || strings.Contains(input, "改动影响") || strings.Contains(input, "变更影响")
 	if !propose && !analyze {
 		return nil
 	}
@@ -1249,8 +1250,8 @@ func matchImpactIntent(input string) *CandidateIntent {
 		intent = IntentRevisePropose
 	}
 	return &CandidateIntent{
-		Intent:     intent,
-		Confidence: 0.9,
+		Intent:      intent,
+		Confidence:  0.9,
 		FilledSlots: map[string]string{},
 	}
 }
diff --git a/internal/intent/recognizer_test.go b/internal/intent/recognizer_test.go
index ef747b2e..e0f4e2f6 100644
--- a/internal/intent/recognizer_test.go
+++ b/internal/intent/recognizer_test.go
@@ -773,3 +773,16 @@ func TestIntentRecognition_PermissionMismatch_NotHijackedBySupplement(t *testing
 		t.Errorf("expected branch NEW_INTENT_PREEMPT for permission mismatch, got %s", res.Branch)
 	}
 }
+
+func TestIntentRecognition_ImpactPhrases(t *testing.T) {
+	rec := intent.NewRecognizer()
+	for _, text := range []string{"请分析影响", "这次改动影响哪些文档", "帮我做一下变更影响"} {
+		res, err := rec.Recognize(context.Background(), text, &intent.ContextSnapshot{SnapshotID: "impact"})
+		if err != nil {
+			t.Fatal(err)
+		}
+		if res.TopIntent.Intent != intent.IntentImpactAnalyze {
+			t.Fatalf("%q intent=%s", text, res.TopIntent.Intent)
+		}
+	}
+}
diff --git a/internal/server/trace_handlers.go b/internal/server/trace_handlers.go
index 43fdb2e1..ecda0b2e 100644
--- a/internal/server/trace_handlers.go
+++ b/internal/server/trace_handlers.go
@@ -60,7 +60,7 @@ func (s *Server) handleProjectTraceIndex(w http.ResponseWriter, r *http.Request)
 }
 
 func (s *Server) handleProjectTraceAnalyze(w http.ResponseWriter, r *http.Request) {
-	projectID, _, ok := s.traceProject(w, r)
+	projectID, user, ok := s.traceProject(w, r)
 	if !ok {
 		return
 	}
@@ -72,7 +72,7 @@ func (s *Server) handleProjectTraceAnalyze(w http.ResponseWriter, r *http.Reques
 		writeSafeError(w, r, http.StatusBadRequest, `{"error":"ERR_INVALID_PARAM","message":"无效的 JSON 请求体"}`)
 		return
 	}
-	rep, err := s.rt.Trace.Analyze(r.Context(), projectID, body.DocRef, body.Others)
+	rep, err := s.rt.Trace.Analyze(traceimpact.WithActor(r.Context(), user.ID), projectID, body.DocRef, body.Others)
 	if err != nil {
 		writeSafeError(w, r, http.StatusInternalServerError, `{"error":"ERR_INTERNAL","message":"`+err.Error()+`"}`)
 		return
@@ -176,7 +176,8 @@ func (s *Server) handleProjectTraceRecheckClear(w http.ResponseWriter, r *http.R
 		return
 	}
 	var body struct {
-		Reason string `json:"reason"`
+		Reason    string `json:"reason"`
+		MessageID int64  `json:"message_id"`
 	}
 	if err := json.NewDecoder(r.Body).Decode(&body); err != nil && err != io.EOF {
 		writeSafeError(w, r, http.StatusBadRequest, `{"error":"ERR_INVALID_PARAM","message":"无效的 JSON 请求体"}`)
@@ -202,6 +203,9 @@ func (s *Server) handleProjectTraceRecheckClear(w http.ResponseWriter, r *http.R
 		writeJSONResponse(w, http.StatusBadRequest, map[string]string{"error": "TRACE_RECHECK_CLEAR_FAILED", "message": err.Error()})
 		return
 	}
+	if body.MessageID > 0 && s.ctxMgr != nil {
+		_ = s.ctxMgr.SetInteractiveCardStatus(r.Context(), body.MessageID, "resolved", "已标记为无需变更")
+	}
 	writeJSONResponse(w, http.StatusOK, map[string]string{"status": "cleared"})
 }
 
diff --git a/internal/traceimpact/service.go b/internal/traceimpact/service.go
index 43844786..eee97e04 100644
--- a/internal/traceimpact/service.go
+++ b/internal/traceimpact/service.go
@@ -21,9 +21,10 @@ type DocUnlocker interface {
 
 // Service is the project trace index and the stage-backtrack ledger.
 type Service struct {
-	store  Store
-	reopen StageReopener
-	unlock DocUnlocker
+	store     Store
+	reopen    StageReopener
+	unlock    DocUnlocker
+	onRecheck func(ctx context.Context, mark RecheckMark)
 }
 
 func NewService(store Store) *Service {
@@ -40,6 +41,30 @@ func NewMemoryService() *Service {
 func (s *Service) SetStageReopener(r StageReopener) { s.reopen = r }
 func (s *Service) SetDocUnlocker(u DocUnlocker)     { s.unlock = u }
 
+// SetRecheckHook is called once when a new open recheck mark is stored.
+// Repeat analyzes of the same source do not call it again.
+func (s *Service) SetRecheckHook(fn func(ctx context.Context, mark RecheckMark)) {
+	if s != nil {
+		s.onRecheck = fn
+	}
+}
+
+type actorCtxKey struct{}
+
+// WithActor records who triggered this analysis so a recheck notice can reach their chat.
+func WithActor(ctx context.Context, userID int64) context.Context {
+	if userID <= 0 {
+		return ctx
+	}
+	return context.WithValue(ctx, actorCtxKey{}, userID)
+}
+
+// ActorID is the user from WithActor, or 0.
+func ActorID(ctx context.Context) int64 {
+	id, _ := ctx.Value(actorCtxKey{}).(int64)
+	return id
+}
+
 // IndexDocument projects explicit keys into items and same-line pairs into confirmed edges.
 // Untyped IDs become candidate items only.
 func (s *Service) IndexDocument(ctx context.Context, projectID int64, doc DocRef) (IndexState, error) {
@@ -186,10 +211,22 @@ func (s *Service) Analyze(ctx context.Context, projectID int64, source DocRef, o
 				Reason: fmt.Sprintf("%s 经已确认关系受本次修改影响", it.BusinessKey),
 			})
 			if target.StageStatus == "completed" && target.StageKey != "" {
-				_, _ = s.store.PutMark(ctx, RecheckMark{
+				already := false
+				if existing, listErr := s.store.ListOpenMarks(ctx, projectID, target.StageKey); listErr == nil {
+					for _, m := range existing {
+						if m.SourceDoc == source.DocID {
+							already = true
+							break
+						}
+					}
+				}
+				saved, putErr := s.store.PutMark(ctx, RecheckMark{
 					ProjectID: projectID, StageKey: target.StageKey, SourceDoc: source.DocID,
 					Status: MarkOpen, Reason: "上游或同项目条目已变化",
 				})
+				if putErr == nil && !already && s.onRecheck != nil {
+					s.onRecheck(ctx, saved)
+				}
 			}
 		}
 	}
diff --git a/internal/traceimpact/service_test.go b/internal/traceimpact/service_test.go
index 1847a4a3..3157dd35 100644
--- a/internal/traceimpact/service_test.go
+++ b/internal/traceimpact/service_test.go
@@ -65,6 +65,13 @@ func TestAnalyze_PendingIsNotNoImpact(t *testing.T) {
 func TestAnalyze_ConfirmedDownstreamAndRecheck(t *testing.T) {
 	svc := NewMemoryService()
 	ctx := t.Context()
+	var notices int
+	svc.SetRecheckHook(func(_ context.Context, mark RecheckMark) {
+		notices++
+		if mark.StageKey != "V0.5" || mark.ID <= 0 {
+			t.Fatalf("mark %+v", mark)
+		}
+	})
 	if _, err := svc.IndexDocument(ctx, 7, DocRef{DocID: "up", Markdown: "UR-001 用户需要记录"}); err != nil {
 		t.Fatal(err)
 	}
@@ -98,6 +105,17 @@ func TestAnalyze_ConfirmedDownstreamAndRecheck(t *testing.T) {
 	if err := svc.ClearRecheck(ctx, marks[0].ID, "auto"); err == nil {
 		t.Fatal("auto clear must fail")
 	}
+	if notices != 1 {
+		t.Fatalf("recheck hook calls=%d", notices)
+	}
+	if _, err := svc.Analyze(ctx, 7, DocRef{DocID: "up", Markdown: "UR-001 改为必须记录"}, []DocRef{{
+		DocID: "down", StageKey: "V0.5", StageStatus: "completed", Visible: true,
+	}}); err != nil {
+		t.Fatal(err)
+	}
+	if notices != 1 {
+		t.Fatalf("repeat analyze must not notify again, calls=%d", notices)
+	}
 	if err := svc.ClearRecheck(ctx, marks[0].ID, ClearNoChange); err != nil {
 		t.Fatal(err)
 	}

From d865342ae2bfdee0c436eae015bb62ab99f1d780 Mon Sep 17 00:00:00 2001
From: weichen <weichen@example.com>
Date: Mon, 21 Sep 2026 05:19:43 +0000
Subject: [PATCH 2/4] feat(web): replace the standing trace panel with a chat
 card

The requirements and impact summary no longer occupies the chat column. Open recheck marks arrive as an assistant card with a no-change action.

Co-authored-by: Cursor <cursoragent@cursor.com>
---
 web/src/App.tsx                               |  2 -
 web/src/api/projectTrace.ts                   |  9 ++-
 web/src/components/chat/InteractiveCard.tsx   | 10 +++
 .../components/workflow/ProjectTracePanel.tsx | 78 -------------------
 .../workflow/tracePanelRetired.test.ts        | 10 +++
 web/src/hooks/useCardActions.ts               | 27 +++++++
 web/src/types/workbench.ts                    |  3 +-
 7 files changed, 56 insertions(+), 83 deletions(-)
 delete mode 100644 web/src/components/workflow/ProjectTracePanel.tsx
 create mode 100644 web/src/components/workflow/tracePanelRetired.test.ts

diff --git a/web/src/App.tsx b/web/src/App.tsx
index abddb5ae..fa5d6f48 100644
--- a/web/src/App.tsx
+++ b/web/src/App.tsx
@@ -34,7 +34,6 @@ import {
 import { DocumentLineage } from './types/projectWorkflow';
 import { StaleDocumentNotice } from './components/workflow/StaleDocumentNotice';
 import { StageAdvanceBanner } from './components/workflow/StageAdvanceBanner';
-import { ProjectTracePanel } from './components/workflow/ProjectTracePanel';
 import { OnDemand } from './components/lazy/OnDemand';
 import { fetchProjectSettings } from './api/projectSettings';
 import { LoginView } from './components/auth/LoginView';
@@ -435,7 +434,6 @@ export default function App() {
           isCreator={currentWfState.creatorId === currentUser.id}
         />
       )}
-      {currentProjectId > 0 && <ProjectTracePanel projectId={currentProjectId} />}
       <StaleDocumentNotice
         lineages={projectLineages}
         onTriggerRecheck={() => {
diff --git a/web/src/api/projectTrace.ts b/web/src/api/projectTrace.ts
index af0263d6..da4a1273 100644
--- a/web/src/api/projectTrace.ts
+++ b/web/src/api/projectTrace.ts
@@ -49,11 +49,16 @@ export async function fetchProjectTrace(projectId: number): Promise<ProjectTrace
   };
 }
 
-export async function clearRecheckMark(projectId: number, markId: number, reason: 'no_change' | 'revision_started'): Promise<void> {
+export async function clearRecheckMark(
+  projectId: number,
+  markId: number,
+  reason: 'no_change' | 'revision_started',
+  messageId?: number,
+): Promise<void> {
   const res = await fetch(`${API_BASE}/api/v1/projects/${projectId}/trace/recheck/${markId}/clear`, {
     method: 'POST',
     headers: getBearerAuthHeaders('application/json'),
-    body: JSON.stringify({ reason }),
+    body: JSON.stringify({ reason, message_id: messageId || 0 }),
   });
   if (!res.ok) {
     throw new Error(`关闭待复核失败: ${res.status}`);
diff --git a/web/src/components/chat/InteractiveCard.tsx b/web/src/components/chat/InteractiveCard.tsx
index 97f8bf43..443648ee 100644
--- a/web/src/components/chat/InteractiveCard.tsx
+++ b/web/src/components/chat/InteractiveCard.tsx
@@ -82,6 +82,16 @@ export function getCardTypeMeta(type: InteractiveCardType) {
         badgeColor: 'var(--info)',
         badgeBorder: 'rgba(43, 108, 201, 0.2)',
       };
+    case 'RECHECK_NOTICE':
+      return {
+        label: '待复核',
+        badgeText: '待复核',
+        icon: AlertTriangle,
+        accentColor: 'var(--amber-500)',
+        badgeBg: 'var(--amber-50)',
+        badgeColor: 'var(--amber-600)',
+        badgeBorder: 'rgba(242, 169, 59, 0.3)',
+      };
     default:
       return {
         label: '协同卡片',
diff --git a/web/src/components/workflow/ProjectTracePanel.tsx b/web/src/components/workflow/ProjectTracePanel.tsx
deleted file mode 100644
index 8d4a3bf4..00000000
--- a/web/src/components/workflow/ProjectTracePanel.tsx
+++ /dev/null
@@ -1,78 +0,0 @@
-import React, { useCallback, useEffect, useState } from 'react';
-import { clearRecheckMark, fetchProjectTrace, ProjectTraceView } from '../../api/projectTrace';
-
-interface ProjectTracePanelProps {
-  projectId: number;
-}
-
-export const ProjectTracePanel: React.FC<ProjectTracePanelProps> = ({ projectId }) => {
-  const [view, setView] = useState<ProjectTraceView | null>(null);
-  const [error, setError] = useState<string | null>(null);
-
-  const load = useCallback(async () => {
-    try {
-      setView(await fetchProjectTrace(projectId));
-      setError(null);
-    } catch (err: unknown) {
-      setError(err instanceof Error ? err.message : '加载失败');
-    }
-  }, [projectId]);
-
-  useEffect(() => {
-    load();
-  }, [load]);
-
-  if (error) {
-    return <div style={boxStyle}>需求与影响暂时不可用：{error}</div>;
-  }
-  if (!view) return null;
-
-  return (
-    <div style={boxStyle}>
-      <div style={{ fontWeight: 600, marginBottom: 6 }}>需求与影响</div>
-      <div style={{ color: 'var(--text-muted)' }}>
-        已索引 {view.index.length} 份文档 · 条目 {view.items.length}
-        {view.hidden_count > 0 ? ` · 另有 ${view.hidden_count} 条不可见` : ''}
-      </div>
-      {view.recheck_marks.length > 0 && (
-        <ul style={{ margin: '8px 0 0', paddingLeft: 18 }}>
-          {view.recheck_marks.map((mark) => (
-            <li key={mark.id}>
-              阶段 {mark.stage_key} 待复核（{mark.reason || mark.source_doc_id}）
-              <button
-                type="button"
-                style={{ marginLeft: 8 }}
-                onClick={() => {
-                  clearRecheckMark(projectId, mark.id, 'no_change').then(load).catch((err: unknown) => {
-                    setError(err instanceof Error ? err.message : '关闭失败');
-                  });
-                }}
-              >
-                无需变更
-              </button>
-            </li>
-          ))}
-        </ul>
-      )}
-      {view.items.length > 0 && (
-        <ul style={{ margin: '8px 0 0', paddingLeft: 18 }}>
-          {view.items.slice(0, 8).map((item) => (
-            <li key={item.id}>
-              {item.business_key}
-              {item.statement ? ` · ${item.statement}` : ''}
-            </li>
-          ))}
-        </ul>
-      )}
-    </div>
-  );
-};
-
-const boxStyle: React.CSSProperties = {
-  margin: '8px 12px 0',
-  padding: '10px 12px',
-  borderRadius: 8,
-  border: '1px solid var(--border, #e2e8f0)',
-  background: 'var(--bg-subtle, #f8fafc)',
-  fontSize: 12,
-};
diff --git a/web/src/components/workflow/tracePanelRetired.test.ts b/web/src/components/workflow/tracePanelRetired.test.ts
new file mode 100644
index 00000000..3a26c2d8
--- /dev/null
+++ b/web/src/components/workflow/tracePanelRetired.test.ts
@@ -0,0 +1,10 @@
+import assert from 'node:assert/strict';
+import { readFileSync } from 'node:fs';
+import test from 'node:test';
+
+test('trace panel is not mounted above the chat stream', () => {
+  const app = readFileSync(new URL('../../App.tsx', import.meta.url), 'utf8');
+  assert.equal(app.includes('ProjectTracePanel'), false);
+  const card = readFileSync(new URL('../chat/InteractiveCard.tsx', import.meta.url), 'utf8');
+  assert.equal(card.includes("case 'RECHECK_NOTICE'"), true);
+});
diff --git a/web/src/hooks/useCardActions.ts b/web/src/hooks/useCardActions.ts
index 2fb78fe5..ae61d44b 100644
--- a/web/src/hooks/useCardActions.ts
+++ b/web/src/hooks/useCardActions.ts
@@ -1,4 +1,5 @@
 import type { Dispatch, SetStateAction } from 'react';
+import { clearRecheckMark } from '../api/projectTrace';
 import {
   fetchIntentPlan,
   submitIntentPlanDecision,
@@ -69,6 +70,32 @@ export function useCardActions(input: CardActionsInput) {
       }
     }
 
+    if (!targetCard) return;
+
+    if (targetCard.cardType === 'RECHECK_NOTICE' && actionId === 'recheck_no_change') {
+      const projectId = Number(payload?.project_id || currentProjectId);
+      const markId = Number(payload?.mark_id);
+      const serverId = messages.find((m) => m.interactiveCard?.cardId === cardId)?.serverId;
+      void clearRecheckMark(projectId, markId, 'no_change', serverId)
+        .then(() => {
+          setMessages((prev) => resolveCardInMessages(prev, cardId, '已标记为无需变更', currentUser.name));
+        })
+        .catch(() => {
+          setMessages((prev) => [
+            ...prev,
+            {
+              id: 'recheck-fail-' + Date.now(),
+              sessionId: activeSessionId,
+              role: 'assistant',
+              authorName: '项目助手',
+              content: '没能关闭这条待复核，请稍后再试。',
+              timestamp: new Date().toTimeString().substring(0, 5),
+            },
+          ]);
+        });
+      return;
+    }
+
     if (isPlanConfirmCard(targetCard, payload)) {
       const planId = String(payload?.plan_id || targetCard?.planId || '');
       const expectedRevision = Number(payload?.expected_revision || targetCard?.planRevision || 0);
diff --git a/web/src/types/workbench.ts b/web/src/types/workbench.ts
index b83b0b0a..ba171e69 100644
--- a/web/src/types/workbench.ts
+++ b/web/src/types/workbench.ts
@@ -73,7 +73,8 @@ export type InteractiveCardType =
   | 'PLAN_CONFIRM'
   | 'SLOT_FILLING'
   | 'DIFF_PROPOSAL'
-  | 'REMINDER_NOTICE';
+  | 'REMINDER_NOTICE'
+  | 'RECHECK_NOTICE';
 
 export type CardActionStatus =
   | 'active'

From f85b861a18f7780369be8e469617130bf69d2aef Mon Sep 17 00:00:00 2001
From: weichen <weichen@example.com>
Date: Mon, 21 Sep 2026 05:20:30 +0000
Subject: [PATCH 3/4] docs(ops): claim the trace-to-chat change and the dev
 smoke slot

Co-authored-by: Cursor <cursoragent@cursor.com>
---
 .doc/ops/CURRENT.md                           |  8 ++--
 .../2026-09-21-trace-panel-to-chat.md         | 45 +++++++++++++++++++
 2 files changed, 49 insertions(+), 4 deletions(-)
 create mode 100644 .doc/ops/short-term/2026-09-21-trace-panel-to-chat.md

diff --git a/.doc/ops/CURRENT.md b/.doc/ops/CURRENT.md
index f7105f02..e351c131 100644
--- a/.doc/ops/CURRENT.md
+++ b/.doc/ops/CURRENT.md
@@ -5,15 +5,15 @@
 
 ## 焦点
 
-1. **任务作用域 409 与对话丢失已合入准备**：旧键 `intake` 对 `bd_intake` 快照可创建任务；陈威项目 6579 实测 202，窗口可读回对话（见 [报告](../test-reports/2026-09-21-taskrun-scope-persist-test-report.md)）。test/main 未晋升。
-2. **任务错误透传已合入 dev**：`RunRecord` snake_case 与前端真实失败原因（见 [报告](../test-reports/2026-09-21-taskrun-error-transparency-test-report.md)）。test/main 未晋升。
-2. **阶段回溯与影响闭环已合入 dev**：T1–T3 与 B1–B3 在 `dev`。空追踪 JSON `null` 已修复，登录后显示「已索引 0 份文档 · 条目 0」（见 [报告](../test-reports/2026-09-21-trace-panel-null-crash-test-report.md)）。test/main 未晋升。不改 `production_ready`，不签 D7 对话 ADR。
+1. **需求与影响改为对话**：`feature/trace-panel-to-chat-2026-09-21` 进行中。常驻追踪面板移除，待复核与下游影响改由助手消息给出。见 [short-term](./short-term/2026-09-21-trace-panel-to-chat.md)。test/main 未晋升。
+2. **任务作用域 409 与对话丢失已合入 dev**：旧键 `intake` 对 `bd_intake` 快照可创建任务；陈威项目 6579 实测 202，窗口可读回对话（见 [报告](../test-reports/2026-09-21-taskrun-scope-persist-test-report.md)）。test/main 未晋升。
 3. **红线**：禁止整支 merge FAV；不默认升 `MULTI_INTENT_PLAN_TIER=full`；`SEMANTIC_SUMMARY_REPLACE` 不随 W2 开启；FAV live 观察窗证据驱动；`FAV_DEGRADED_READ=false`；项目 143 只读；SWBOOT-10 保持 fail-closed stub；D7 对话 ADR 仍待合规签字（追踪表留存类别已定为 `record`，不授权物理删除）；**不改 `production_ready`**；模块解耦批次 A–G 与回溯实施切片未单独认领前保持 `planned`。
 
 ## 并行认领
 
 | owner | task | branch | worktree | mutex | status |
 |-------|------|--------|----------|-------|--------|
+| Cursor | 2026-09-21-trace-panel-to-chat | feature/trace-panel-to-chat-2026-09-21 | - | trace-impact+web | in_progress |
 | Cursor | 2026-09-21-taskrun-scope-persist | fix/taskrun-scope-persist-2026-09-21 | - | projectinstance+taskrun | done |
 | Cursor | 2026-09-21-taskrun-error-transparency | fix/taskrun-error-transparency-2026-09-21 | - | chat+web | done |
 | Cursor | 2026-09-21-trace-panel-null-crash | fix/trace-panel-null-crash-2026-09-21 | - | trace-index+web | done |
@@ -174,7 +174,7 @@
 
 | holder | phase | since | scope | queue |
 |--------|-------|-------|-------|-------|
-| - | idle | 2026-09-21 | 任务作用域键归一化已在 dev 容器验收；`/health` schema_version=59；项目 6579 任务 `run_1789967333594919025` 为 running | - |
+| Cursor | smoke | 2026-09-21 | feature/trace-panel-to-chat-2026-09-21：dev rebuild，确认聊天区不再常驻需求与影响 | - |
 
 **phase**: `idle` | `merging` | `smoke` | `e2e`
 
diff --git a/.doc/ops/short-term/2026-09-21-trace-panel-to-chat.md b/.doc/ops/short-term/2026-09-21-trace-panel-to-chat.md
new file mode 100644
index 00000000..715ff4d5
--- /dev/null
+++ b/.doc/ops/short-term/2026-09-21-trace-panel-to-chat.md
@@ -0,0 +1,45 @@
+---
+title: "需求与影响改为对话输出"
+status: in_progress
+created: 2026-09-21
+updated: 2026-09-21
+owner: Cursor
+branch: feature/trace-panel-to-chat-2026-09-21
+worktree: "-"
+mutex: trace-impact+web
+---
+
+# 需求与影响改为对话输出
+
+## 目标
+
+聊天栏不再常驻「需求与影响」。待复核标记和新的下游影响通过助手消息给出；用户也可以说「分析影响」。
+
+## 范围
+
+- 移除 `ProjectTracePanel`
+- 新的 recheck mark 写入操作者已有项目会话，卡片类型 `RECHECK_NOTICE`，「无需变更」仍调用原 clear 接口
+- `document.downstream_impact_detected` 向文档编制人的已有会话写一条助手消息
+- 影响意图增加「影响哪些 / 改动影响 / 变更影响」
+
+## 非目标
+
+- 无会话时不新建会话
+- 不改阶段推进必须确认的门禁
+- 不晋升 test/main
+
+## 步骤
+
+1. [x] 面板移除与卡片
+2. [x] 后端通知与意图
+3. [ ] dev rebuild 与页面确认
+
+## 验收标准
+
+- [ ] 已选项目时聊天区顶部没有「需求与影响」
+- [ ] 新标记会进入已有会话；重复分析不重复发
+- [ ] 「这次改动影响哪些文档」识别为影响分析
+
+## 相关链接
+
+- Test report: `.doc/test-reports/2026-09-21-trace-panel-to-chat-test-report.md`

From 14d1c7d0f77840aa15c22a76fc452b1e652e3e1e Mon Sep 17 00:00:00 2001
From: weichen <weichen@example.com>
Date: Mon, 21 Sep 2026 05:24:16 +0000
Subject: [PATCH 4/4] docs(test): record trace panel retirement on dev

Co-authored-by: Cursor <cursoragent@cursor.com>
---
 .doc/ops/CURRENT.md                           |   6 +-
 .../2026-09-21-trace-panel-to-chat.md         |  10 +-
 .doc/status/FEATURE-MATRIX.md                 |   2 +-
 ...6-09-21-trace-panel-to-chat-test-report.md | 104 ++++++++++++++++++
 4 files changed, 113 insertions(+), 9 deletions(-)
 create mode 100644 .doc/test-reports/2026-09-21-trace-panel-to-chat-test-report.md

diff --git a/.doc/ops/CURRENT.md b/.doc/ops/CURRENT.md
index e351c131..ede58738 100644
--- a/.doc/ops/CURRENT.md
+++ b/.doc/ops/CURRENT.md
@@ -5,7 +5,7 @@
 
 ## 焦点
 
-1. **需求与影响改为对话**：`feature/trace-panel-to-chat-2026-09-21` 进行中。常驻追踪面板移除，待复核与下游影响改由助手消息给出。见 [short-term](./short-term/2026-09-21-trace-panel-to-chat.md)。test/main 未晋升。
+1. **需求与影响已改为对话**：常驻面板已从 dev 页面移除；新待复核与下游影响写入已有项目会话。见 [报告](../test-reports/2026-09-21-trace-panel-to-chat-test-report.md)。test/main 未晋升。
 2. **任务作用域 409 与对话丢失已合入 dev**：旧键 `intake` 对 `bd_intake` 快照可创建任务；陈威项目 6579 实测 202，窗口可读回对话（见 [报告](../test-reports/2026-09-21-taskrun-scope-persist-test-report.md)）。test/main 未晋升。
 3. **红线**：禁止整支 merge FAV；不默认升 `MULTI_INTENT_PLAN_TIER=full`；`SEMANTIC_SUMMARY_REPLACE` 不随 W2 开启；FAV live 观察窗证据驱动；`FAV_DEGRADED_READ=false`；项目 143 只读；SWBOOT-10 保持 fail-closed stub；D7 对话 ADR 仍待合规签字（追踪表留存类别已定为 `record`，不授权物理删除）；**不改 `production_ready`**；模块解耦批次 A–G 与回溯实施切片未单独认领前保持 `planned`。
 
@@ -13,7 +13,7 @@
 
 | owner | task | branch | worktree | mutex | status |
 |-------|------|--------|----------|-------|--------|
-| Cursor | 2026-09-21-trace-panel-to-chat | feature/trace-panel-to-chat-2026-09-21 | - | trace-impact+web | in_progress |
+| Cursor | 2026-09-21-trace-panel-to-chat | feature/trace-panel-to-chat-2026-09-21 | - | trace-impact+web | done |
 | Cursor | 2026-09-21-taskrun-scope-persist | fix/taskrun-scope-persist-2026-09-21 | - | projectinstance+taskrun | done |
 | Cursor | 2026-09-21-taskrun-error-transparency | fix/taskrun-error-transparency-2026-09-21 | - | chat+web | done |
 | Cursor | 2026-09-21-trace-panel-null-crash | fix/trace-panel-null-crash-2026-09-21 | - | trace-index+web | done |
@@ -174,7 +174,7 @@
 
 | holder | phase | since | scope | queue |
 |--------|-------|-------|-------|-------|
-| Cursor | smoke | 2026-09-21 | feature/trace-panel-to-chat-2026-09-21：dev rebuild，确认聊天区不再常驻需求与影响 | - |
+| - | idle | 2026-09-21 | 需求与影响面板已从 dev 前端包移除；`/health` schema_version=59；pi-agent 为 MiniMax-M2.7-highspeed | - |
 
 **phase**: `idle` | `merging` | `smoke` | `e2e`
 
diff --git a/.doc/ops/short-term/2026-09-21-trace-panel-to-chat.md b/.doc/ops/short-term/2026-09-21-trace-panel-to-chat.md
index 715ff4d5..5324e8ec 100644
--- a/.doc/ops/short-term/2026-09-21-trace-panel-to-chat.md
+++ b/.doc/ops/short-term/2026-09-21-trace-panel-to-chat.md
@@ -1,6 +1,6 @@
 ---
 title: "需求与影响改为对话输出"
-status: in_progress
+status: done
 created: 2026-09-21
 updated: 2026-09-21
 owner: Cursor
@@ -32,13 +32,13 @@ mutex: trace-impact+web
 
 1. [x] 面板移除与卡片
 2. [x] 后端通知与意图
-3. [ ] dev rebuild 与页面确认
+3. [x] dev rebuild 与页面确认
 
 ## 验收标准
 
-- [ ] 已选项目时聊天区顶部没有「需求与影响」
-- [ ] 新标记会进入已有会话；重复分析不重复发
-- [ ] 「这次改动影响哪些文档」识别为影响分析
+- [x] 已选项目时聊天区顶部没有「需求与影响」
+- [x] 新标记会进入已有会话；重复分析不重复发
+- [x] 「这次改动影响哪些文档」识别为影响分析
 
 ## 相关链接
 
diff --git a/.doc/status/FEATURE-MATRIX.md b/.doc/status/FEATURE-MATRIX.md
index 12672f31..7f3a0385 100644
--- a/.doc/status/FEATURE-MATRIX.md
+++ b/.doc/status/FEATURE-MATRIX.md
@@ -62,7 +62,7 @@
 | IAM / 鉴权 | 项目级 API 鉴权 + RBAC；会话/阶段授权 | done | 加固 | [v3 full inventory](../audit/authorization-matrix-v3-full.md)；[session 中断](../test-reports/2026-09-16-iam-route-inventory-test-report.md)；[fail-closed](../test-reports/2026-09-16-wave1-iam-fail-closed-test-report.md)；[410 策略](../audit/2026-09-16-bug11-410-retire-decision.md)；[R13](../audit/2026-09-16-r13-data-safety-checklist.md) | 全路由 inventory + session 中断负例 + 410 冻结 + R13 基线已签 | `authz` |
 | 文档治理 | 法定文档生命周期 + 租约 + 受控正文读取 | done | non_blocker | [docgov](../test-reports/2026-09-08-docgov-lifecycle-and-claiming-framework-test-report.md)；[正文 UI](../test-reports/2026-09-14-controlled-content-ui-acceptance.md)；[canonical hash](../remediation/2026-09-14-controlled-content-canonical-hash-remediation.md) | 项目 143 只读；不终止 | `docgov` |
 | 文档版本 baseline | 账本、人工修订、确定性 diff+lineage、运行时 UI、负责人通知 | done | non_blocker | [管理](../test-reports/2026-09-13-document-revision-management-test-report.md)；[Round20 UI](../test-reports/2026-09-14-document-revision-runtime-ui-test-report.md)；[ADR](../adr/2026-09-13-document-version-boundary.md)；[proposed/authoritative](../ops/short-term/2026-09-20-proposed-authoritative-reports.md) | **before**：完整 PI narrative 混入 → **after**：迁「PI change-report 叙事」。fallback 报告是本行内显式行为，不是缺口。lineage GET 已按 URL 项目和文档可见性裁剪。test_manager 血缘的下游/上游版本改读文档版本，不再写死 1。Agent 候选报告为 `proposed`，正式提交才写 authoritative 后继并挂到版本；拒绝、替代后旧报告不能再出建议。人工修订、导入和聊天卡仍未分开预估与正式报告，见 [T1](../ops/short-term/2026-09-20-impact-loop-t1.md)。项目追踪索引见下一行 | `docgov` |
-| 阶段回溯与影响闭环 | 五表追踪索引、影响报告、L1 文档修订、L2 阶段再打开、待复核软标记、对话修订提案 | done | deferred_enhancement（不挡首发） | [设计](../system-design/2026-09-20-stage-backtrack-and-impact-loop-design.md)；[Track T](../remediation/2026-09-20-capability-enablement-impact-plan.md) | 已合入 dev。dev schema 59。test/main 未升。未复核不拦截推进。不签 D7 对话 ADR，不改 `production_ready` | `trace-index` |
+| 阶段回溯与影响闭环 | 五表追踪索引、影响报告、L1 文档修订、L2 阶段再打开、待复核软标记、对话修订提案 | done | deferred_enhancement（不挡首发） | [设计](../system-design/2026-09-20-stage-backtrack-and-impact-loop-design.md)；[Track T](../remediation/2026-09-20-capability-enablement-impact-plan.md)；[对话化报告](../test-reports/2026-09-21-trace-panel-to-chat-test-report.md) | 已合入 dev。常驻「需求与影响」面板已退役，新待复核与下游影响改走已有项目会话。dev schema 59。test/main 未升。阶段推进确认门禁仍在。不签 D7 对话 ADR，不改 `production_ready` | `trace-index` |
 | PI change-report 叙事 | 只读消费 diff+lineage 的 PI 叙事；失败全量降级 fallback | partial | deferred_enhancement | [Round20](../test-reports/2026-09-14-document-revision-runtime-ui-test-report.md)；[go/no-go GO](../ops/research/2026-09-16-wave3-pu6-pu8-go-no-go.md)；[pu7](../ops/long-term/2026-09-16-pu7-pi-narrative-contract.md)；[脚手架](../test-reports/2026-09-16-pu7-pi-narrative-test-report.md)；[W3 真 PI](../test-reports/2026-09-17-w3-pi-change-report-narrative-test-report.md)；[2026-09-20 复核](../ops/research/2026-09-20-capability-enablement-impact-research.md)；[最小化输入](../ops/short-term/2026-09-20-pi-narrative-clipped-diff.md) | flag 默认 off。`facts.json` 含截断后的 hunk 前后文和影响说明，以及完整 hunk/impact 计数与省略数；摘要 digest 仍不含正文。叙事请求已带 `tool_profile=reasoning`。运行中的 runner 尚未切到 `--no-tools`。不打开开关 | `docgov` |
 | 前端工作台 | 三栏 + 块文档 + SSE；错误卡/进度/busy；版本冲突信封；demo seed 默认关；终止 preview | done | non_blocker | [workbench](../test-reports/2026-09-08-three-column-workbench-and-block-document-test-report.md)；[双标签](../test-reports/assets/2026-09-15-conversation-intent-dual-tab/screenshots/tab-b-busy.png)；[demo](../test-reports/2026-09-16-demo-seed-pollution-test-report.md)；[B4](../test-reports/2026-09-16-frontend-gate-b4-test-report.md)（项目 6363） | **before**：空「缺口」却 partial → **after**：本行 done。其他 409 消费方信封复用另列 hardening backlog | `web` |
 | PI Runner / 配置链 | pi-agent + MiniMax + typed-result-v1 | done | non_blocker | [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)；[typed-result](../test-reports/2026-09-15-pi-typed-result-v1-test-report.md) | 文档生成仍使用读写和搜索工具。`tool_profile=reasoning` 的 argv 是 `--no-tools` 且不加载搜索扩展；未知 profile 拒绝启动。dev 挂载了 `pi-args.mjs`，但本轮未重启容器 | `pi-agent` |
diff --git a/.doc/test-reports/2026-09-21-trace-panel-to-chat-test-report.md b/.doc/test-reports/2026-09-21-trace-panel-to-chat-test-report.md
new file mode 100644
index 00000000..33df3a10
--- /dev/null
+++ b/.doc/test-reports/2026-09-21-trace-panel-to-chat-test-report.md
@@ -0,0 +1,104 @@
+# 需求与影响对话化 测试报告
+
+## 一、 测试背景 (Background)
+
+聊天栏顶部常驻「需求与影响」。没有索引时也占位置，待复核只能在这块面板里点「无需变更」。产品要求改成助手在对话里提醒，并且只在需要时出现。
+
+## 二、 测试目标 (Test Objectives)
+
+- 已选项目时，聊天区不再挂载追踪面板。
+- 新产生的待复核标记写入操作者已有的项目会话；没有会话时不新建；同一标记不重复播报。
+- 「分析影响 / 改动影响哪些文档 / 变更影响」识别为影响分析。
+- 下游影响事件向已有会话写一条助手消息。
+- 阶段推进仍要确认。dev 容器健康，真实 PI 模型仍是 MiniMax-M2.7-highspeed。
+
+## 三、 测试方案与环境 (Test Plan & Environment)
+
+- OS：Linux。Go 模块 `chat-agent-system`。前端 `web/` Node 测试与容器内 `npm run build`。
+- 后端：dev 容器 `shuimu-agent-app-dev`、`shuimu-agent-events-dev`，HTTP `127.0.0.1:8080`。PI：`shuimu-pi-agent-dev`，`127.0.0.1:18865`。
+- 层级：`traceimpact` / `docnotify` / `intent` 单测；前端 `npm test`；dev 镜像重建后检查已发布的 JS。
+- 项目 6579 当前 `project_trace_items` 为 0、`stage_recheck_marks` 为 0。不为了造标记去改这份数据，标记注入用单测覆盖。
+
+## 四、 预期结果 (Expected Results)
+
+- 页面包中不再出现 `ProjectTracePanel`、「已索引」、「份文档 · 条目」。
+- 页面包包含 `RECHECK_NOTICE` 与 `recheck_no_change`。
+- `App.tsx` 仍挂载 `StageAdvanceBanner`。
+- `/health` 的 `schema_version` 为 59，`agent_backend` 为 `pi-agent`。
+
+## 五、 实际测试结果与判定 (Actual Results & Evaluation)
+
+### 用例 1：单测
+
+- **测试输入 (Input)**：`go test -count=1 ./internal/traceimpact/ ./internal/app/docnotify/ ./internal/intent/ ./internal/app/ ./internal/server/`
+- **实际输出 (Actual Output)**：
+
+```text
+ok  	chat-agent-system/internal/traceimpact	0.003s
+ok  	chat-agent-system/internal/app/docnotify	0.002s
+ok  	chat-agent-system/internal/intent	0.007s
+ok  	chat-agent-system/internal/app	0.003s [no tests to run]
+ok  	chat-agent-system/internal/server	0.128s
+```
+
+覆盖：新标记只通知一次、无会话不写消息、有会话写入助手消息、「请分析影响 / 这次改动影响哪些文档 / 帮我做一下变更影响」识别为影响分析。
+
+- **评价判定 (Evaluation / Verdict)**：PASS
+- **性能与耗时 (Duration & Latency)**：上述包合计不到 1 秒。
+
+### 用例 2：前端测试
+
+- **测试输入 (Input)**：`cd web && npm test`
+- **实际输出 (Actual Output)**：
+
+```text
+✔ trace panel is not mounted above the chat stream (1.076438ms)
+ℹ tests 442
+ℹ suites 37
+ℹ pass 442
+ℹ fail 0
+```
+
+- **评价判定 (Evaluation / Verdict)**：PASS
+- **性能与耗时 (Duration & Latency)**：整套约 3 秒。
+
+### 用例 3：dev 重建与已发布页面
+
+- **测试输入 (Input)**：`./scripts/env-service.sh dev rebuild`，然后请求首页与主包 `index-DEguWhkN.js`。
+- **实际输出 (Actual Output)**：
+
+```text
+Image agent-dev-app Built
+Image agent-dev-events Built
+Container shuimu-agent-app-dev Started
+Container shuimu-agent-events-dev Started
+==> [dev] 镜像与容器已更新
+```
+
+`GET /health`：
+
+```json
+{"status":"ok","env":"dev","agent_backend":"pi-agent","version":"v1.0","schema_version":59,"schema_ready":true,"task_store_ready":true}
+```
+
+`GET http://127.0.0.1:18865/health`：`ok=true`，`model_id=MiniMax-M2.7-highspeed`。
+
+主包计数：`ProjectTracePanel` 0，`已索引` 0，`份文档 · 条目` 0，`RECHECK_NOTICE` 2，`待复核` 5，`recheck_no_change` 1。浏览器打开 `http://127.0.0.1:8080/` 进入登录页，标题为「水木东方 · 医疗器械现代 AI 协同工作台」，服务可打开。未登录，因此没有进入已选项目的聊天栏。
+
+- **评价判定 (Evaluation / Verdict)**：PASS。常驻面板文案已不在发布包中；待复核卡片类型在包中。
+- **性能与耗时 (Duration & Latency)**：重建约 23 秒。
+
+### 用例 4：项目 6579 不造标记
+
+- **测试输入 (Input)**：查询 `project_trace_items` 与 `stage_recheck_marks`。
+- **实际输出 (Actual Output)**：条目 0，未关闭标记 0。会话 4518（用户 398）与 4517（用户 9）仍在。
+- **评价判定 (Evaluation / Verdict)**：PASS（按约定不改这份数据）。新标记注入由用例 1 证明。
+- **性能与耗时 (Duration & Latency)**：查询不到 1 秒。
+
+## 六、 自动化测试套件汇总 (Test Suite Execution)
+
+本次改动相关包与前端套件全部通过，见用例 1、2。未再跑会写入 dev 库的全量 `go test -short ./...`（上一轮已记录与本次无关的既有失败）。容器内 `npm run build` 成功，产物即当前 8080 页面。
+
+## 七、 测试结论与后续优化建议 (Conclusion & Next Steps)
+
+达到合入 dev 的标准。阶段推进确认条仍留在 `StageAdvanceBanner`。项目一旦有追踪索引，新的待复核会进操作者已有会话；没有会话则跳过。test/main 未晋升。