feat(版本): 完善研发计划与预警已读

关键改动：

- 增加版本表单、发布校验和调研方向进度规则

- 扩展小宝预警已读状态、风险签名和今日证据

- 补充组长权限、加班查看范围、活动记录与相关测试

Co-Authored-By: Codex GPT-5 <codex@openai.com>

apps/web/components/version/PlanDetailDrawer.tsx

@@ -1,24 +1,24 @@
 'use client';
 
 import { useState } from 'react';
-import { X, Check, Link2, FileUp, ExternalLink, Play, ArrowRightLeft } from 'lucide-react';
+import { X, Link2, FileUp, ExternalLink, Play, ArrowRightLeft } from 'lucide-react';
 import { useVersionPlanStore } from '@/stores/useVersionPlanStore';
 import { useRequirementStore } from '@/stores/useRequirementStore';
 import { useMemberStore } from '@/stores/useMemberStore';
 import { useAuthStore } from '@/stores/useAuthStore';
 import { FilterSelect } from '@/components/FilterSelect';
 import {
-  calcPlanProgress,
+  getResearchDirectionProgressSummary,
   getRequirementCoverageSummary,
   PRODUCT_PLAN_KIND_LABEL,
   PRODUCT_PLAN_REVIEW_FAILURE_OPTIONS,
   PRODUCT_PLAN_REVIEW_RESULT_LABEL,
 } from '@/lib/version-plan';
 import { formatDateTime } from '@/lib/format';
-import type { PlanTask, ProductPlanKind, ProductPlanReviewFailureType, ProductPlanReviewResult, VersionPlan } from '@/lib/version-plan';
-import { canEditPlanRequirementCoverage, canTogglePlanChecklist, getPlanCompletionState } from '@/lib/version-plan-workflow';
+import type { ProductPlanKind, ProductPlanReviewFailureType, ProductPlanReviewResult, VersionPlan } from '@/lib/version-plan';
+import { canEditPlanRequirementCoverage, getPlanCompletionState } from '@/lib/version-plan-workflow';
 import type { PlanResultPayload } from '@/lib/version-plan-workflow';
-import { PlanLogTimeline, PlanRequirementCoveragePanel } from './PlanRequirementCoveragePanel';
+import { PlanLinkedRequirementReferenceList, PlanLogTimeline, PlanRequirementCoveragePanel, PlanResearchDirectionPanel } from './PlanRequirementCoveragePanel';
 
 interface Props {
   planId: string;
@@ -70,23 +70,16 @@ export function PlanDetailDrawer({ planId, onClose, contextLabel }: Props) {
   if (!plan) return null;
 
   const completionState = getPlanCompletionState(plan);
-  const isResearch = plan.type === 'research';
-  const progress = isResearch ? calcPlanProgress(plan.tasks) : getRequirementCoverageSummary(plan).percent;
+  const progress = plan.type === 'research'
+    ? getResearchDirectionProgressSummary(plan).percent
+    : getRequirementCoverageSummary(plan).percent;
   const linkedReqs = (plan.linkedRequirementIds || []).map((id) => requirements.find((r) => r.id === id)).filter(Boolean) as { id: string; code: string; title: string }[];
-  const canToggle = canTogglePlanChecklist(plan);
   const canEditCoverage = canEditPlanRequirementCoverage(plan);
   const currentUserName = user?.name ?? plan.owner;
   const productPlanKind = plan.type === 'product' ? getProductPlanKind(plan) : undefined;
   const isProductDesignPlan = productPlanKind === 'design';
   const isProductReviewPlan = productPlanKind === 'review';
 
-  const handleToggleTask = (task: PlanTask) => {
-    if (!canToggle) return;
-    const nextStatus = task.status === 'completed' ? 'pending' : 'completed';
-    const updatedTasks = (plan.tasks || []).map((t) => t.id === task.id ? { ...t, status: nextStatus as PlanTask['status'] } : t);
-    updatePlan(plan.id, { tasks: updatedTasks });
-  };
-
   const handleFile = (e: React.ChangeEvent<HTMLInputElement>) => {
     const file = e.target.files?.[0];
     if (!file) return;
@@ -214,43 +207,35 @@ export function PlanDetailDrawer({ planId, onClose, contextLabel }: Props) {
             <div className="h-full rounded-full bg-[var(--accent)] transition-all" style={{ width: `${progress}%` }} />
           </div>
 
-          {/* Research Tasks */}
-          {isResearch && plan.tasks && plan.tasks.length > 0 && (
-            <div className="space-y-1.5">
-              <div className="text-[11px] font-medium text-[var(--ink-muted)]">任务清单</div>
-              {plan.tasks.map((task) => (
-                <div key={task.id} className="flex items-center gap-2 px-2 py-1.5 rounded-lg hover:bg-[var(--bg-subtle)]">
-                  <button
-                    disabled={!canToggle}
-                    onClick={() => handleToggleTask(task)}
-                    className={`h-4 w-4 rounded border flex items-center justify-center shrink-0 transition-colors ${!canToggle ? 'opacity-40 cursor-not-allowed' : ''} ${task.status === 'completed' ? 'bg-[var(--accent)] border-[var(--accent)]' : 'border-[var(--line)]'}`}
-                  >
-                    {task.status === 'completed' && <Check className="h-2.5 w-2.5 text-white" strokeWidth={3} />}
-                  </button>
-                  <span className={`flex-1 text-[12px] ${task.status === 'completed' ? 'line-through text-[var(--ink-muted)]' : 'text-[var(--ink)]'}`}>{task.title}</span>
-                </div>
-              ))}
-            </div>
+          {plan.type === 'research' && (
+            <PlanResearchDirectionPanel
+              plan={plan}
+              canEdit={canEditCoverage}
+              currentUserName={currentUserName}
+              onUpdate={updatePlan}
+            />
           )}
 
           {linkedReqs.length > 0 && (
             <div>
-              <PlanRequirementCoveragePanel
-                plan={plan}
-                requirements={linkedReqs}
-                canEdit={canEditCoverage}
-                currentUserName={currentUserName}
-                onUpdate={updatePlan}
-              />
+              {plan.type === 'research' ? (
+                <PlanLinkedRequirementReferenceList requirements={linkedReqs} />
+              ) : (
+                <PlanRequirementCoveragePanel
+                  plan={plan}
+                  requirements={linkedReqs}
+                  canEdit={canEditCoverage}
+                  currentUserName={currentUserName}
+                  onUpdate={updatePlan}
+                />
+              )}
               {plan.status === 'in_progress' && !completionState.canSubmitResult && (
                 <p className="pt-1 text-[11px] text-[var(--ink-muted)]">还不能提交成果：{completionState.missingReasons.join('、')}</p>
               )}
             </div>
           )}
 
-          {!isResearch && (
-            <PlanLogTimeline logs={plan.logs} className="border-l-0 border-t border-[var(--line)] pt-4 pl-0" />
-          )}
+          <PlanLogTimeline logs={plan.logs} className="border-l-0 border-t border-[var(--line)] pt-4 pl-0" />
 
           {/* Result */}
           {plan.status === 'completed' && plan.resultUrl && (

apps/web/components/version/PlanRequirementCoveragePanel.tsx

@@ -4,14 +4,17 @@ import { useState } from 'react';
 import { FilterSelect } from '@/components/FilterSelect';
 import { formatDateTime } from '@/lib/format';
 import type { Requirement } from '@/lib/requirement';
-import type { RequirementCoverageStatus, VersionPlan, VersionPlanLog, VersionPlanLogView } from '@/lib/version-plan';
+import type { PlanTask, RequirementCoverageStatus, VersionPlan, VersionPlanLog, VersionPlanLogView } from '@/lib/version-plan';
 import {
   canSaveRequirementCoverageDraft,
   canOpenRequirementCoverageRecord,
+  getResearchDirectionProgressSummary,
+  getResearchDirectionStatus,
   getRequirementCoverage,
   getRequirementCoverageStatus,
   getRequirementCoverageSummary,
   REQUIREMENT_COVERAGE_LABEL,
+  updateResearchDirectionProgress,
   updateRequirementCoverage,
 } from '@/lib/version-plan';
 
@@ -25,6 +28,17 @@ interface CoverageProps {
   onUpdate: (id: string, data: Partial<VersionPlan>) => void;
 }
 
+interface DirectionProps {
+  plan: VersionPlan;
+  canEdit: boolean;
+  currentUserName: string;
+  onUpdate: (id: string, data: Partial<VersionPlan>) => void;
+}
+
+interface LinkedRequirementReferenceProps {
+  requirements: RequirementOption[];
+}
+
 interface LogTimelineProps {
   logs?: Array<VersionPlanLog | VersionPlanLogView>;
   className?: string;
@@ -65,6 +79,7 @@ function getLogTone(log: VersionPlanLog): { badge: string } {
 
 function getLogTypeLabel(log: VersionPlanLog): string {
   if (log.type === 'ai_decompose') return 'AI 拆解';
+  if (log.type === 'research_direction_progress') return '调研方向';
   if (log.type === 'requirement_progress') return '需求进度';
   return '系统记录';
 }
@@ -224,6 +239,165 @@ export function PlanRequirementCoveragePanel({ plan, requirements, canEdit, curr
   );
 }
 
+export function PlanResearchDirectionPanel({ plan, canEdit, currentUserName, onUpdate }: DirectionProps) {
+  const [editingTaskId, setEditingTaskId] = useState<string | null>(null);
+  const [completedContent, setCompletedContent] = useState('');
+  const [remainingContent, setRemainingContent] = useState('');
+  const tasks = plan.tasks ?? [];
+  const summary = getResearchDirectionProgressSummary(plan);
+
+  if (tasks.length === 0) return null;
+
+  const openEditor = (task: PlanTask) => {
+    setEditingTaskId(task.id);
+    setCompletedContent(task.completedContent ?? '');
+    setRemainingContent(task.remainingContent ?? '');
+  };
+
+  const closeEditor = () => {
+    setEditingTaskId(null);
+    setCompletedContent('');
+    setRemainingContent('');
+  };
+
+  const canSavePartial = canSaveRequirementCoverageDraft('partial', completedContent, remainingContent);
+
+  const saveDirection = (task: PlanTask, status: Extract<RequirementCoverageStatus, 'partial' | 'completed'>) => {
+    if (!canEdit || !canSaveRequirementCoverageDraft(status, completedContent, remainingContent)) return;
+    const patch = updateResearchDirectionProgress(plan, {
+      taskId: task.id,
+      status,
+      completedContent: status === 'partial' ? completedContent : undefined,
+      remainingContent: status === 'partial' ? remainingContent : undefined,
+      updatedBy: currentUserName,
+    });
+    onUpdate(plan.id, patch);
+    closeEditor();
+  };
+
+  return (
+    <div className="mt-3 space-y-2">
+      <div className="flex items-center justify-between gap-3">
+        <div>
+          <div className="text-[11px] font-semibold text-[var(--ink-muted)]">调研方向</div>
+          <div className="mt-0.5 text-[11px] text-[var(--ink-soft)]">
+            完全完成 {summary.completed} / {summary.total}
+            {summary.partial > 0 && <span className="ml-2 text-amber-700">部分完成 {summary.partial}</span>}
+          </div>
+        </div>
+        <span className="shrink-0 text-[11px] font-medium tabular-nums text-[var(--ink-soft)]">{summary.percent}%</span>
+      </div>
+      <div className="flex items-center gap-2">
+        <div className="h-1.5 flex-1 overflow-hidden rounded-full bg-[var(--bg-subtle)]">
+          <div className="h-full rounded-full bg-[var(--accent)] transition-all" style={{ width: `${summary.percent}%` }} />
+        </div>
+      </div>
+      <div className="space-y-1 rounded-lg bg-[var(--bg-subtle)] p-2 pr-1">
+        {tasks.map((task) => {
+          const status = getResearchDirectionStatus(task);
+          const isEditing = editingTaskId === task.id;
+          const canOpenRecord = canOpenRequirementCoverageRecord(status, canEdit);
+          return (
+            <div key={task.id} className="rounded-md px-2 py-1.5 hover:bg-[var(--bg-card)]">
+              <div className="flex min-w-0 items-start gap-2">
+                <span className={`mt-0.5 inline-flex shrink-0 items-center rounded-md border px-1.5 py-0.5 text-[10px] font-medium ${COVERAGE_BADGE_STYLE[status]}`}>
+                  {REQUIREMENT_COVERAGE_LABEL[status]}
+                </span>
+                <div className="min-w-0 flex-1">
+                  <div className="truncate text-[12px] font-medium text-[var(--ink)]" title={task.title}>{task.title}</div>
+                  {(task.completedContent || task.remainingContent) && (
+                    <div className="mt-1 space-y-0.5 text-[11px] leading-4 text-[var(--ink-soft)]">
+                      {task.completedContent && <div className="line-clamp-2">已完成：{task.completedContent}</div>}
+                      {task.remainingContent && <div className="line-clamp-2 text-amber-700">剩余：{task.remainingContent}</div>}
+                    </div>
+                  )}
+                </div>
+                {canEdit && (canOpenRecord || isEditing) && (
+                  <div className="flex shrink-0 items-center gap-1.5">
+                    <button
+                      type="button"
+                      onClick={() => isEditing ? closeEditor() : openEditor(task)}
+                      className="rounded-md border border-[var(--line)] px-2 py-1 text-[11px] font-medium text-[var(--ink-soft)] hover:bg-[var(--bg-subtle)]"
+                    >
+                      {isEditing ? '收起' : '记录'}
+                    </button>
+                  </div>
+                )}
+              </div>
+              {isEditing && (
+                <div className="mt-2 space-y-2 rounded-lg border border-[var(--line)] bg-[var(--bg-card)] p-2">
+                  <textarea
+                    value={completedContent}
+                    onChange={(event) => setCompletedContent(event.target.value)}
+                    rows={2}
+                    placeholder="本次已完成的调研内容"
+                    className="w-full resize-none rounded-lg border border-[var(--line)] bg-[var(--bg-card)] px-2 py-1.5 text-[12px] focus:border-[var(--accent)] focus:outline-none"
+                  />
+                  <textarea
+                    value={remainingContent}
+                    onChange={(event) => setRemainingContent(event.target.value)}
+                    rows={2}
+                    placeholder="剩余未完成的调研内容"
+                    className="w-full resize-none rounded-lg border border-[var(--line)] bg-[var(--bg-card)] px-2 py-1.5 text-[12px] focus:border-[var(--accent)] focus:outline-none"
+                  />
+                  <div className="flex flex-wrap items-center gap-2">
+                    <button
+                      type="button"
+                      onClick={() => saveDirection(task, 'completed')}
+                      className="h-7 rounded-md bg-emerald-600 px-3 text-[11px] font-medium text-white hover:bg-emerald-700"
+                    >
+                      完全完成
+                    </button>
+                    <div className="ml-auto flex gap-2">
+                      <button
+                        type="button"
+                        onClick={closeEditor}
+                        className="h-7 rounded-md border border-[var(--line)] px-2 text-[11px] font-medium text-[var(--ink-muted)] hover:bg-[var(--bg-subtle)]"
+                      >
+                        取消
+                      </button>
+                      <button
+                        type="button"
+                        onClick={() => saveDirection(task, 'partial')}
+                        disabled={!canSavePartial}
+                        className="h-7 rounded-md bg-[var(--accent)] px-3 text-[11px] font-medium text-white hover:bg-[var(--accent-hover)] disabled:opacity-50"
+                      >
+                        保存记录
+                      </button>
+                    </div>
+                  </div>
+                </div>
+              )}
+            </div>
+          );
+        })}
+      </div>
+    </div>
+  );
+}
+
+export function PlanLinkedRequirementReferenceList({ requirements }: LinkedRequirementReferenceProps) {
+  if (requirements.length === 0) return null;
+
+  return (
+    <div className="mt-3 space-y-2">
+      <div>
+        <div className="text-[11px] font-semibold text-[var(--ink-muted)]">引用需求</div>
+        <div className="mt-0.5 text-[11px] text-[var(--ink-soft)]">用于说明调研方向覆盖哪些需求，不参与调研进度计算</div>
+      </div>
+      <div className="space-y-1 rounded-lg bg-[var(--bg-subtle)] p-2">
+        {requirements.map((req) => (
+          <div key={req.id} className="flex min-w-0 items-center gap-2 rounded-md px-2 py-1.5 hover:bg-[var(--bg-card)]">
+            <span className="shrink-0 font-mono text-[11px] text-[var(--ink-muted)]">{req.code}</span>
+            <span className="min-w-0 truncate text-[12px] font-medium text-[var(--ink)]" title={req.title}>{req.title}</span>
+            {req.isHistorical && <span className="shrink-0 rounded bg-orange-50 px-1.5 py-0.5 text-[10px] text-orange-600">历史</span>}
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}
+
 export function PlanLogTimeline({ logs, className = '', fillHeight = false }: LogTimelineProps) {
   const [selectedMonth, setSelectedMonth] = useState('all');
   const sortedLogs = [...(logs ?? [])].sort((a, b) => new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime());

apps/web/components/version/PlanTab.tsx

@@ -10,6 +10,8 @@ import {
   calcPlanProgress,
   sortPlansNewestFirst,
   getPlanLogsForPlans,
+  getResearchDirectionPresetOptions,
+  getResearchDirectionProgressSummary,
   getRequirementCoverageSummary,
   PRODUCT_PLAN_KIND_LABEL,
   PRODUCT_PLAN_REVIEW_FAILURE_OPTIONS,
@@ -20,7 +22,7 @@ import { FieldError } from '@/components/FieldError';
 import { FilterSelect } from '@/components/FilterSelect';
 import { WorkDateTimePicker } from '@/components/WorkDateTimePicker';
 import { AiDecomposeButton } from './AiDecomposeButton';
-import { PlanLogTimeline, PlanRequirementCoveragePanel } from './PlanRequirementCoveragePanel';
+import { PlanLinkedRequirementReferenceList, PlanLogTimeline, PlanRequirementCoveragePanel, PlanResearchDirectionPanel } from './PlanRequirementCoveragePanel';
 import type { VersionWithContext } from '@/lib/derive';
 import type { Requirement } from '@/lib/requirement';
 import { mergeSelectedRequirementOptions } from '@/lib/requirement-selector';
@@ -80,8 +82,8 @@ export function PlanTab({ plans, versionId, version, versionDeadline, currentUse
   const totalDuration = calcTotalDuration(typePlans);
 
   return (
-    <div className={planType === 'research' ? 'space-y-4' : '-m-5 h-[calc(100vh-98px)] min-h-[520px]'}>
-      {planType === 'research' && (
+    <div className="-m-5 h-[calc(100vh-98px)] min-h-[520px]">
+      {false && planType === 'research' && (
         <div className="flex items-center justify-between">
           <div className="flex items-center gap-3">
             <span className="text-[12px] text-[var(--ink-muted)]">{typePlans.length} 个{TYPE_LABEL[planType]}计划</span>
@@ -95,11 +97,11 @@ export function PlanTab({ plans, versionId, version, versionDeadline, currentUse
         </div>
       )}
 
-      {typePlans.length === 0 && planType === 'research' ? (
+      {false && typePlans.length === 0 && planType === 'research' ? (
         <div className="rounded-xl border border-[var(--line)] bg-[var(--bg-card)] p-12 text-center text-[13px] text-[var(--ink-muted)]">
           暂无{TYPE_LABEL[planType]}计划
         </div>
-      ) : planType === 'research' ? (
+      ) : false && planType === 'research' ? (
         <div className="space-y-3">
           {typePlans.map((plan) => {
             const now = new Date().toISOString();
@@ -402,7 +404,7 @@ function ProductUiPlanWorkspace({
   onCreatePlan,
 }: {
   typePlans: VersionPlan[];
-  planType: 'product' | 'ui';
+  planType: VersionPlan['type'];
   totalDuration: string;
   versionDeadline?: string;
   version?: VersionWithContext;
@@ -461,7 +463,9 @@ function ProductUiPlanWorkspace({
         <div className="min-h-0 flex-1 space-y-1 overflow-y-auto p-2">
           {typePlans.map((plan) => {
             const { effectiveStatus } = getPlanRuntime(plan);
-            const summary = getRequirementCoverageSummary(plan);
+            const summary = plan.type === 'research'
+              ? getResearchDirectionProgressSummary(plan)
+              : getRequirementCoverageSummary(plan);
             const isSelected = plan.id === selectedPlanIdOrFirst;
             return (
               <button
@@ -561,7 +565,7 @@ function ProductUiPlanDetail({
   onOpenComplete,
 }: {
   plan: VersionPlan;
-  planType: 'product' | 'ui';
+  planType: VersionPlan['type'];
   version?: VersionWithContext;
   currentUserName: string;
   versionMembers: { role: string; name: string }[];
@@ -691,15 +695,27 @@ function ProductUiPlanDetail({
         </div>
       )}
 
-      {selectedRequirements.length > 0 && (
-        <PlanRequirementCoveragePanel
+      {plan.type === 'research' && (
+        <PlanResearchDirectionPanel
           plan={plan}
-          requirements={selectedRequirements}
           canEdit={canEditCoverage}
           currentUserName={currentUserName}
           onUpdate={onUpdate}
         />
       )}
+      {selectedRequirements.length > 0 && (
+        plan.type === 'research' ? (
+          <PlanLinkedRequirementReferenceList requirements={selectedRequirements} />
+        ) : (
+          <PlanRequirementCoveragePanel
+            plan={plan}
+            requirements={selectedRequirements}
+            canEdit={canEditCoverage}
+            currentUserName={currentUserName}
+            onUpdate={onUpdate}
+          />
+        )
+      )}
       {plan.status === 'in_progress' && !completionState.canSubmitResult && (
         <p className="mt-3 text-[11px] text-[var(--ink-muted)]">还不能提交成果：{completionState.missingReasons.join('、')}</p>
       )}
@@ -756,6 +772,7 @@ function PlanFormModal({ initial, planType, versionId, versionDeadline, currentU
     () => mergeSelectedRequirementOptions(linkedRequirements ?? [], allRequirements ?? [], Array.from(selectedReqs)),
     [linkedRequirements, allRequirements, selectedReqs],
   );
+  const researchDirectionPresetOptions = useMemo(() => getResearchDirectionPresetOptions(tasks), [tasks]);
   const isOverdue = !!(versionDeadline && endTime && new Date(endTime) > new Date(versionDeadline));
 
   const handleSubmit = (e: React.FormEvent) => {
@@ -908,7 +925,23 @@ function PlanFormModal({ initial, planType, versionId, versionDeadline, currentU
                 <span className="text-[10px] text-[var(--ink-muted)] ml-1">至少添加一项</span>
               </label>
               {/* 预设选项 */}
-              {tasks.length === 0 && (
+              <div className="flex flex-wrap gap-1.5 mb-2">
+                {researchDirectionPresetOptions.map((option) => (
+                  <button
+                    key={option.title}
+                    type="button"
+                    disabled={option.disabled}
+                    onClick={() => {
+                      if (option.disabled) return;
+                      setTasks([...tasks, { id: `task-${Date.now()}-${Math.random().toString(36).slice(2, 5)}`, title: option.title, status: 'pending' }]);
+                    }}
+                    className={`h-6 px-2.5 rounded-md text-[11px] border transition-colors ${option.disabled ? 'cursor-not-allowed border-[var(--accent)] bg-[var(--accent-soft)] text-[var(--accent)] opacity-70' : 'border-dashed border-[var(--line)] text-[var(--ink-soft)] hover:border-[var(--accent)] hover:text-[var(--accent)]'}`}
+                  >
+                    + {option.title}
+                  </button>
+                ))}
+              </div>
+              {false && tasks.length === 0 && (
                 <div className="flex flex-wrap gap-1.5 mb-2">
                   {['竞品分析', '用户访谈', '数据调研', '技术可行性分析', '市场调研', '需求分析'].map((preset) => (
                     <button