diff --git a/apps/server/src/common/rbac/rbac.service.spec.ts b/apps/server/src/common/rbac/rbac.service.spec.ts
index ed0f7a8..5afadbb 100644
--- a/apps/server/src/common/rbac/rbac.service.spec.ts
+++ b/apps/server/src/common/rbac/rbac.service.spec.ts
@@ -29,6 +29,29 @@ describe('RbacService V2.7 adapter contract', () => {
     expect(prisma.projectMember.findUnique).not.toHaveBeenCalled();
   });
 
+  it('allows actors with an explicit global permission', async () => {
+    const { service } = makeService();
+
+    await expect(service.assertGlobalPermission({
+      actorId: 'm-pm',
+      permissions: ['management:view'],
+      requiredPermissions: ['management:view'],
+    })).resolves.toEqual({
+      actorId: 'm-pm',
+      via: 'permission',
+    });
+  });
+
+  it('rejects actors without the required global permission', async () => {
+    const { service } = makeService();
+
+    await expect(service.assertGlobalPermission({
+      actorId: 'm-dev',
+      permissions: ['project:view'],
+      requiredPermissions: ['governance:manage'],
+    })).rejects.toBeInstanceOf(ForbiddenException);
+  });
+
   it('allows project owners to perform admin-scoped actions', async () => {
     const { prisma, service } = makeService();
     prisma.projectMember.findUnique.mockResolvedValue({
diff --git a/apps/server/src/common/rbac/rbac.service.ts b/apps/server/src/common/rbac/rbac.service.ts
index 151877c..9f91674 100644
--- a/apps/server/src/common/rbac/rbac.service.ts
+++ b/apps/server/src/common/rbac/rbac.service.ts
@@ -10,6 +10,12 @@ export interface ProjectRoleAssertion {
   permissions?: string[];
 }
 
+export interface GlobalPermissionAssertion {
+  actorId?: string;
+  permissions?: string[];
+  requiredPermissions: string[];
+}
+
 export interface ProjectRoleDecision {
   actorId: string;
   projectId: string;
@@ -17,6 +23,11 @@ export interface ProjectRoleDecision {
   via: 'system' | 'project_member';
 }
 
+export interface GlobalPermissionDecision {
+  actorId: string;
+  via: 'system' | 'permission';
+}
+
 const ROLE_RANK: Record<ProjectGovernanceRole, number> = {
   owner: 4,
   admin: 3,
@@ -28,6 +39,20 @@ const ROLE_RANK: Record<ProjectGovernanceRole, number> = {
 export class RbacService {
   constructor(private readonly prisma: PrismaService) {}
 
+  async assertGlobalPermission(input: GlobalPermissionAssertion): Promise<GlobalPermissionDecision> {
+    const actorId = input.actorId?.trim();
+    if (!actorId) {
+      throw new ForbiddenException('Missing actor scope');
+    }
+    if (input.permissions?.includes('*')) {
+      return { actorId, via: 'system' };
+    }
+    if (hasAnyPermission(input.permissions ?? [], input.requiredPermissions)) {
+      return { actorId, via: 'permission' };
+    }
+    throw new ForbiddenException('Insufficient global permission');
+  }
+
   async assertProjectRole(input: ProjectRoleAssertion): Promise<ProjectRoleDecision> {
     const actorId = input.actorId?.trim();
     const projectId = input.projectId?.trim();
@@ -61,3 +86,9 @@ export function hasRequiredRole(role: ProjectGovernanceRole, allowedRoles: Proje
   const minimumRank = Math.min(...allowedRoles.map((allowedRole) => ROLE_RANK[allowedRole]));
   return ROLE_RANK[role] >= minimumRank;
 }
+
+export function hasAnyPermission(permissions: string[], requiredPermissions: string[]): boolean {
+  if (requiredPermissions.length === 0) return false;
+  const granted = new Set(permissions);
+  return requiredPermissions.some((permission) => granted.has(permission));
+}
diff --git a/apps/server/src/modules/governance/dto/governance-dictionary.dto.ts b/apps/server/src/modules/governance/dto/governance-dictionary.dto.ts
index 9037dfb..5eb9eba 100644
--- a/apps/server/src/modules/governance/dto/governance-dictionary.dto.ts
+++ b/apps/server/src/modules/governance/dto/governance-dictionary.dto.ts
@@ -23,17 +23,32 @@ export class GovernanceDictionaryDto {
   @IsOptional()
   @IsString()
   scope?: string;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  permissions?: string[];
 }
 
 export class RemoveGovernanceDictionaryDto {
   @IsString()
   actorId!: string;
+
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  permissions?: string[];
 }
 
 export class ImportGovernanceDictionariesDto {
   @IsString()
   actorId!: string;
 
+  @IsOptional()
+  @IsArray()
+  @IsString({ each: true })
+  permissions?: string[];
+
   @IsArray()
   @ValidateNested({ each: true })
   @Type(() => GovernanceDictionaryDto)
diff --git a/apps/server/src/modules/governance/governance.controller.ts b/apps/server/src/modules/governance/governance.controller.ts
index a3f7eea..13c65a2 100644
--- a/apps/server/src/modules/governance/governance.controller.ts
+++ b/apps/server/src/modules/governance/governance.controller.ts
@@ -31,7 +31,7 @@ export class GovernanceController {
     @Param('id') id: string,
     @Body() dto: RemoveGovernanceDictionaryDto,
   ) {
-    return this.governanceService.remove({ actorId: dto.actorId, kind, id });
+    return this.governanceService.remove({ actorId: dto.actorId, permissions: dto.permissions, kind, id });
   }
 
   @Get('export')
@@ -41,6 +41,6 @@ export class GovernanceController {
 
   @Post('import')
   importAll(@Body() dto: ImportGovernanceDictionariesDto) {
-    return this.governanceService.importAll(dto.actorId, dto.items);
+    return this.governanceService.importAll(dto.actorId, dto.items, dto.permissions);
   }
 }
diff --git a/apps/server/src/modules/governance/governance.service.spec.ts b/apps/server/src/modules/governance/governance.service.spec.ts
index a73f236..2f44aa2 100644
--- a/apps/server/src/modules/governance/governance.service.spec.ts
+++ b/apps/server/src/modules/governance/governance.service.spec.ts
@@ -1,5 +1,6 @@
 import { BadRequestException } from '@nestjs/common';
 import { AuditService } from '../../common/audit/audit.service';
+import { RbacService } from '../../common/rbac/rbac.service';
 import { GovernanceService } from './governance.service';
 
 describe('GovernanceService', () => {
@@ -21,20 +22,43 @@ describe('GovernanceService', () => {
       },
     };
     const audit = { record: jest.fn() } as unknown as AuditService;
-    return { prisma, audit, service: new GovernanceService(prisma as any, audit) };
+    const rbac = {
+      assertGlobalPermission: jest.fn().mockResolvedValue({ actorId: 'm-admin', via: 'system' }),
+    } as unknown as RbacService;
+    return { prisma, audit, rbac, service: new GovernanceService(prisma as any, audit, rbac) };
   };
 
+  it('requires governance manage permission through the RBAC adapter', async () => {
+    const { prisma, rbac, service } = makeService();
+    (rbac.assertGlobalPermission as jest.Mock).mockRejectedValue(new Error('forbidden'));
+
+    await expect(service.create({
+      actorId: 'm-dev',
+      permissions: ['project:view'],
+      kind: 'requirement_type',
+      name: '新功能',
+    })).rejects.toThrow('forbidden');
+
+    expect(prisma.governanceDictionary.create).not.toHaveBeenCalled();
+  });
+
   it('blocks hard deletion of a task category that is used by dev tasks or test cases', async () => {
-    const { prisma, service } = makeService();
+    const { prisma, rbac, service } = makeService();
     prisma.devTask.count.mockResolvedValue(1);
     prisma.testCase.count.mockResolvedValue(0);
 
     await expect(service.remove({
       actorId: 'm-admin',
+      permissions: ['governance:manage'],
       kind: 'task_category',
       id: 'cat-1',
     })).rejects.toBeInstanceOf(BadRequestException);
 
+    expect(rbac.assertGlobalPermission).toHaveBeenCalledWith({
+      actorId: 'm-admin',
+      permissions: ['governance:manage'],
+      requiredPermissions: ['governance:manage'],
+    });
     expect(prisma.taskCategory.delete).not.toHaveBeenCalled();
   });
 
@@ -42,7 +66,7 @@ describe('GovernanceService', () => {
     const { prisma, audit, service } = makeService();
     prisma.governanceDictionary.update.mockResolvedValue({ id: 'dict-1', kind: 'requirement_type', deletedAt: new Date('2026-07-08T00:00:00.000Z') });
 
-    await service.remove({ actorId: 'm-admin', kind: 'requirement_type', id: 'dict-1' });
+    await service.remove({ actorId: 'm-admin', permissions: ['governance:manage'], kind: 'requirement_type', id: 'dict-1' });
 
     expect(prisma.governanceDictionary.update).toHaveBeenCalledWith({
       where: { id: 'dict-1' },
diff --git a/apps/server/src/modules/governance/governance.service.ts b/apps/server/src/modules/governance/governance.service.ts
index 2d4e7a7..0512e4c 100644
--- a/apps/server/src/modules/governance/governance.service.ts
+++ b/apps/server/src/modules/governance/governance.service.ts
@@ -1,5 +1,6 @@
 import { BadRequestException, Injectable } from '@nestjs/common';
 import { AuditService } from '../../common/audit/audit.service';
+import { RbacService } from '../../common/rbac/rbac.service';
 import { PrismaService } from '../../prisma/prisma.service';
 
 export const GOVERNANCE_DICTIONARY_KINDS = ['task_category', 'requirement_type', 'requirement_platform', 'requirement_source'] as const;
@@ -14,12 +15,14 @@ export interface GovernanceDictionaryInput {
   group?: string | null;
   scope?: string;
   value?: unknown;
+  permissions?: string[];
 }
 
 export interface GovernanceRemoveInput {
   actorId: string;
   kind: GovernanceDictionaryKind;
   id: string;
+  permissions?: string[];
 }
 
 @Injectable()
@@ -27,6 +30,7 @@ export class GovernanceService {
   constructor(
     private readonly prisma: PrismaService,
     private readonly auditService: AuditService,
+    private readonly rbacService: RbacService,
   ) {}
 
   list(kind: GovernanceDictionaryKind) {
@@ -43,6 +47,7 @@ export class GovernanceService {
   async create(input: GovernanceDictionaryInput) {
     assertDictionaryKind(input.kind);
     const actorId = requireText(input.actorId, 'actorId');
+    await this.assertManagePermission(actorId, input.permissions);
     const created = input.kind === 'task_category'
       ? await this.prisma.taskCategory.create({
         data: {
@@ -75,6 +80,7 @@ export class GovernanceService {
   async update(input: GovernanceDictionaryInput & { id: string }) {
     assertDictionaryKind(input.kind);
     const actorId = requireText(input.actorId, 'actorId');
+    await this.assertManagePermission(actorId, input.permissions);
     const id = requireText(input.id, 'id');
     const updated = input.kind === 'task_category'
       ? await this.prisma.taskCategory.update({
@@ -108,6 +114,7 @@ export class GovernanceService {
   async remove(input: GovernanceRemoveInput) {
     assertDictionaryKind(input.kind);
     const actorId = requireText(input.actorId, 'actorId');
+    await this.assertManagePermission(actorId, input.permissions);
     const id = requireText(input.id, 'id');
     if (input.kind === 'task_category') {
       const [devTaskCount, testCaseCount] = await Promise.all([
@@ -150,12 +157,13 @@ export class GovernanceService {
     return { taskCategories, dictionaries };
   }
 
-  async importAll(actorId: string, items: GovernanceDictionaryInput[]) {
+  async importAll(actorId: string, items: GovernanceDictionaryInput[], permissions: string[] = []) {
+    await this.assertManagePermission(actorId, permissions);
     const results = [];
     for (const item of items) {
       assertDictionaryKind(item.kind);
       if (item.kind === 'task_category') {
-        results.push(await this.create({ ...item, actorId }));
+        results.push(await this.create({ ...item, actorId, permissions }));
       } else {
         const saved = await this.prisma.governanceDictionary.upsert({
           where: {
@@ -196,6 +204,14 @@ export class GovernanceService {
   private resourceType(kind: GovernanceDictionaryKind) {
     return kind === 'task_category' ? 'task_category' : 'governance_dictionary';
   }
+
+  private assertManagePermission(actorId: string, permissions: string[] = []) {
+    return this.rbacService.assertGlobalPermission({
+      actorId,
+      permissions,
+      requiredPermissions: ['governance:manage'],
+    });
+  }
 }
 
 function assertDictionaryKind(kind: string): asserts kind is GovernanceDictionaryKind {
diff --git a/apps/server/src/modules/management/management.module.ts b/apps/server/src/modules/management/management.module.ts
index 8a7f281..b79a32e 100644
--- a/apps/server/src/modules/management/management.module.ts
+++ b/apps/server/src/modules/management/management.module.ts
@@ -1,8 +1,10 @@
 import { Module } from '@nestjs/common';
+import { CommonDomainModule } from '../../common/common-domain.module';
 import { ManagementController } from './management.controller';
 import { ManagementService } from './management.service';
 
 @Module({
+  imports: [CommonDomainModule],
   controllers: [ManagementController],
   providers: [ManagementService],
 })
diff --git a/apps/server/src/modules/management/management.service.spec.ts b/apps/server/src/modules/management/management.service.spec.ts
index f22b81e..df1d537 100644
--- a/apps/server/src/modules/management/management.service.spec.ts
+++ b/apps/server/src/modules/management/management.service.spec.ts
@@ -12,14 +12,24 @@ describe('ManagementService', () => {
       bug: { findMany: jest.fn() },
       xiaobaoRiskSummary: { findMany: jest.fn() },
     };
-    return { prisma, service: new ManagementService(prisma as any) };
+    const rbac = {
+      assertGlobalPermission: jest.fn().mockResolvedValue({ actorId: 'm-manager', via: 'permission' }),
+    };
+    return { prisma, rbac, service: new ManagementService(prisma as any, rbac as any) };
   };
 
+  it('requires management view permission through the RBAC adapter', async () => {
+    const { rbac, service } = makeService();
+    rbac.assertGlobalPermission.mockRejectedValue(new Error('forbidden'));
+
+    await expect(service.getOverview({ actorId: 'm-dev', permissions: [] })).rejects.toThrow('forbidden');
+  });
+
   it('returns an empty dashboard when actor has no managed projects', async () => {
-    const { prisma, service } = makeService();
+    const { prisma, rbac, service } = makeService();
     prisma.projectMember.findMany.mockResolvedValue([]);
 
-    await expect(service.getOverview({ actorId: 'm-dev', permissions: [] })).resolves.toEqual({
+    await expect(service.getOverview({ actorId: 'm-dev', permissions: ['management:view'] })).resolves.toEqual({
       activeVersionCount: 0,
       overdueItemCount: 0,
       blockedItemCount: 0,
@@ -30,6 +40,11 @@ describe('ManagementService', () => {
       blockedItems: [],
       highRiskVersions: [],
     });
+    expect(rbac.assertGlobalPermission).toHaveBeenCalledWith({
+      actorId: 'm-dev',
+      permissions: ['management:view'],
+      requiredPermissions: ['management:view'],
+    });
     expect(prisma.appData.findMany).not.toHaveBeenCalled();
   });
 
diff --git a/apps/server/src/modules/management/management.service.ts b/apps/server/src/modules/management/management.service.ts
index eea6be2..2756099 100644
--- a/apps/server/src/modules/management/management.service.ts
+++ b/apps/server/src/modules/management/management.service.ts
@@ -1,4 +1,5 @@
 import { BadRequestException, Injectable } from '@nestjs/common';
+import { RbacService } from '../../common/rbac/rbac.service';
 import { PrismaService } from '../../prisma/prisma.service';
 
 export interface ManagementOverviewQuery {
@@ -22,13 +23,21 @@ type WorkItem = {
 
 @Injectable()
 export class ManagementService {
-  constructor(private readonly prisma: PrismaService) {}
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly rbacService: RbacService,
+  ) {}
 
   async getOverview(query: ManagementOverviewQuery) {
     const actorId = query.actorId?.trim();
     if (!actorId) throw new BadRequestException('actorId is required');
+    const permission = await this.rbacService.assertGlobalPermission({
+      actorId,
+      permissions: query.permissions ?? [],
+      requiredPermissions: ['management:view'],
+    });
     const now = query.now ?? new Date();
-    const allProjects = query.permissions?.includes('*') === true;
+    const allProjects = permission.via === 'system';
     const projectIds = allProjects ? undefined : await this.getManagedProjectIds(actorId);
     if (!allProjects && projectIds?.length === 0) return emptyOverview();
 
diff --git a/apps/web/app/admin/governance/page.tsx b/apps/web/app/admin/governance/page.tsx
index 887421c..e368e15 100644
--- a/apps/web/app/admin/governance/page.tsx
+++ b/apps/web/app/admin/governance/page.tsx
@@ -5,6 +5,7 @@ import { Download, Plus, RefreshCcw, Trash2, Upload } from 'lucide-react';
 import { RouteGuard } from '@/components/auth/Guard';
 import { api } from '@/lib/api';
 import { useAuthStore } from '@/stores/useAuthStore';
+import { useMemberStore } from '@/stores/useMemberStore';
 
 type GovernanceKind = 'task_category' | 'requirement_type' | 'requirement_platform' | 'requirement_source';
 
@@ -26,12 +27,14 @@ const KIND_LABEL: Record<GovernanceKind, string> = {
 
 function GovernancePageInner() {
   const user = useAuthStore((s) => s.user);
+  const role = useMemberStore((s) => s.roles.find((item) => item.id === user?.roleId));
   const [kind, setKind] = useState<GovernanceKind>('task_category');
   const [items, setItems] = useState<GovernanceItem[]>([]);
   const [name, setName] = useState('');
   const [group, setGroup] = useState('other');
   const [exportText, setExportText] = useState('');
   const actorId = user?.id ?? '';
+  const permissions = role?.permissions ?? [];
 
   const reload = async () => {
     const rows = await api.get<GovernanceItem[]>(`/governance/dictionaries?kind=${kind}`);
@@ -44,14 +47,14 @@ function GovernancePageInner() {
 
   const create = async () => {
     if (!actorId || !name.trim()) return;
-    await api.post('/governance/dictionaries', { actorId, kind, name: name.trim(), group });
+    await api.post('/governance/dictionaries', { actorId, permissions, kind, name: name.trim(), group });
     setName('');
     await reload();
   };
 
   const remove = async (item: GovernanceItem) => {
     if (!actorId) return;
-    await api.deleteWithBody(`/governance/dictionaries/${kind}/${item.id}`, { actorId });
+    await api.deleteWithBody(`/governance/dictionaries/${kind}/${item.id}`, { actorId, permissions });
     await reload();
   };
 
@@ -66,7 +69,7 @@ function GovernancePageInner() {
     const sourceItems = Array.isArray(parsed.items)
       ? parsed.items
       : [...(parsed.dictionaries ?? []), ...(parsed.taskCategories ?? []).map((item: GovernanceItem) => ({ ...item, kind: 'task_category' }))];
-    await api.post('/governance/import', { actorId, items: sourceItems });
+    await api.post('/governance/import', { actorId, permissions, items: sourceItems });
     await reload();
   };
 
diff --git a/docs/architecture.md b/docs/architecture.md
index 2b4b19d..b38dff9 100644
--- a/docs/architecture.md
+++ b/docs/architecture.md
@@ -307,3 +307,22 @@ Current source-of-truth boundary:
 - `products-overview` remains the primary document for the product/project/version tree until Project and Version write APIs replace it.
 - V2.2 read APIs and V2.3 relation sync are compatibility infrastructure, not proof that every relation model already has a public CRUD API.
 - `packages/shared` still contains early Requirement/Task status enums. Before switching frontend writes to domain APIs, align shared enums with the current workflow statuses in this document.
+
+## V2.7 Enterprise Collaboration And Governance Layer (2026-07-08)
+
+V2.7 adds enterprise collaboration capabilities on top of the relational source-of-truth direction. New collaboration data does not add AppData keys:
+
+- `notifications`: per-recipient notification records with stable event types `assignment / mention / risk_alert / overdue_item`.
+- `comments`: polymorphic comments for `dev_task / test_case / bug / requirement / version_plan`, with mention metadata and soft deletion.
+- `project_members`: project-level Owner/Admin/Member/Viewer governance, now exposed through server-enforced APIs.
+- `audit_logs`: append-only governance and collaboration audit events.
+- `governance_dictionaries`: centralized requirement type/platform/source dictionaries; task categories continue to use `task_categories`.
+
+Because the full V2.5 RBAC/audit contract is not fully materialized as a standalone backend framework yet, V2.7 uses stable server adapters:
+
+- `RbacService`: project role and global permission assertion adapter. Feature modules call this instead of hard-coding permission checks.
+- `AuditService`: append-only audit adapter. Feature modules call this instead of writing ad-hoc audit records.
+
+When V2.5 materializes a trusted auth context, global permission sourcing should be swapped behind `RbacService`; feature modules should keep depending on the adapter boundary.
+
+Management overview reads only relation tables and summaries. It intentionally avoids AppData so it reflects the target backend boundary rather than the compatibility document store.
diff --git a/docs/decisions.md b/docs/decisions.md
index f375bd5..f767629 100644
--- a/docs/decisions.md
+++ b/docs/decisions.md
@@ -587,3 +587,17 @@
 - V2.8：生产硬化稳定版 + 运维闭环。生产部署基线已存在，V2.8 聚焦备份恢复演练、发布 smoke test、监控告警、日志检索、迁移回滚和运维手册。
 
 **理由**：这条链路保持了从低风险兼容到强一致主源的顺序。权限/审计必须随领域 CRUD 进入代码路径，否则后补会重写接口边界；AppData 退场必须有闸门和回滚价值，不能直接删除；性能基础要从 V2.4 的 API 设计开始，V2.6 只做规模化增强和后台化能力。这样每个阶段都有清晰验收物，也能避免长期双主源、无审计写入和大数据查询返工。
+
+## 46. V2.7 协作治理先落稳定适配器，不硬编码临时权限
+
+**问题**：V2.7 需要通知、评论、项目成员治理、管理驾驶舱和治理字典。但 V2.5 的完整后端 RBAC / audit 合同尚未以统一模块形式沉淀。如果各 V2.7 模块直接写临时权限判断和审计插入，后续 V2.5 收口会再次返工。
+
+**决策**：
+- 新增 `RbacService` 作为项目角色与全局权限断言适配器，Owner/Admin/Member/Viewer 的层级判断和 `management:view` / `governance:manage` 等全局权限入口集中在此处。
+- 新增 `AuditService` 作为审计写入适配器，业务模块只提交 `actorId/action/resource/before/after`。
+- 通知事件类型固定为 `assignment / mention / risk_alert / overdue_item`，跨模块通过这些稳定语义发通知。
+- 通用评论使用 `entityType + entityId + entityVersionId` 的多态引用，不给每个业务表单独建评论表。
+- 管理驾驶舱只读关系表和 `xiaobao_risk_summaries`，不回读 AppData。
+- 治理字典使用软删除或使用中禁止硬删，变更必须写审计。
+
+**理由**：适配器把“当前合同未完全落地”的不确定性隔离在一层，V2.7 能先交付企业协作能力，同时给 V2.5 后续权限/审计收口留下替换点。稳定事件名和多态评论引用能避免后续模块继续扩散 ad-hoc 字段。
diff --git a/docs/roadmap.md b/docs/roadmap.md
index be4761c..74e3f9e 100644
--- a/docs/roadmap.md
+++ b/docs/roadmap.md
@@ -1,6 +1,18 @@
 # 开发路线图
 
-## 当前阶段：V2.4 — 领域 CRUD 主写迁移
+## 当前阶段：V2.7 — 企业级协作能力 + 管理治理
+
+V2.7 的目标是在关系表主源方向上补齐企业协作和治理能力：通知、评论与提及、项目成员治理、管理驾驶舱、治理字典、以及统一 RBAC/audit 适配器。当前执行前提为 V2.4 已由用户确认完成；V2.7 不再新增 AppData 主存储。
+
+### 当前重点
+
+1. **协作通知**：通知记录、已读状态、NotificationBell，并覆盖 assignment / mention / risk_alert / overdue_item 稳定事件类型。
+2. **通用评论**：DevTask/TestCase/Bug/Requirement/VersionPlan 统一评论面板，支持 `@成员名` 和显式成员选择，创建/删除写 audit。
+3. **项目成员治理**：Owner/Admin/Member/Viewer 服务端强校验，禁止移除最后 Owner，角色变更写 audit。
+4. **管理驾驶舱**：只读关系表和 summary，聚合活跃版本、逾期、阻塞、风险和成员负载。
+5. **治理设置**：集中维护 task category、requirement type/platform/source，使用中的字典不可硬删，支持导入导出。
+
+## 历史阶段：V2.4 — 领域 CRUD 主写迁移
 
 V2.4 的目标是把业务主数据源从 AppData JSONB 文档切换到 PostgreSQL 领域关系表。AppData 继续保留为迁移、回填、兼容读取和排查入口，但不再作为长期主写入源；新增业务能力必须优先设计关系表、领域 CRUD API、索引/分区键和权限边界。V2.4 做逐领域主写迁移，并随 CRUD 入口埋好基础权限、`actorId` 和审计事件骨架；完整 RBAC、审计覆盖和 AppData 退场收口放到 V2.5。
 
diff --git a/docs/workflow.md b/docs/workflow.md
index 293647f..d2ac59a 100644
--- a/docs/workflow.md
+++ b/docs/workflow.md
@@ -288,6 +288,21 @@ AI 解读不由人工按钮触发。`at_risk`、`likely_delayed`、`blocked` 自
 
 静默风险包括长期无更新、无日报、无活动、进行中事项无人处理等信号。日报和工作活动是风险解释的重要证据，必须进入 AI 解读输入。
 
+## V2.7 协作治理工作流
+
+通知统一进入 `notifications` 关系表，事件类型固定为：
+
+- `assignment`：负责人或处理人被分配工作。
+- `mention`：评论中 `@成员名` 或显式选择成员。
+- `risk_alert`：小宝预警保存高风险快照后提醒管理者。
+- `overdue_item`：逾期事项提醒。
+
+评论统一使用 `CommentPanel`，支持 DevTask、TestCase、Bug、Requirement 和 VersionPlan。创建/删除评论必须写 audit；提及成员必须生成 mention 通知。
+
+项目成员治理走 `/projects/:projectId/members` 服务端接口。角色为 Owner/Admin/Member/Viewer，Owner/Admin 可管理成员；服务端禁止移除或降级最后一个 Owner。版本成员可见性继续兼容旧 `version.members` 展示，但治理来源应逐步收敛到 ProjectMember。
+
+管理驾驶舱 `/admin/management` 只查关系表和小宝 summary，不读取 AppData，并通过 RBAC adapter 校验 `management:view`。治理设置 `/admin/governance` 集中维护任务类型与需求字典；使用中的字典不可硬删，字典变更必须写 audit，并通过 RBAC adapter 校验 `governance:manage`。
+
 ## 日期选择与计划时间
 
 - 调研、产品方案、UI 设计、开发任务、测试用例、Bug 创建时使用统一工作日日期时间选择器。