feat(iit): QC deep fix + V3.1 architecture plan + project member management

QC System Deep Fix: - HardRuleEngine: add null tolerance + field availability pre-check (skipped status) - SkillRunner: baseline data merge for follow-up events + field availability check - QcReportService: record-level pass rate calculation + accurate LLM XML report - iitBatchController: legacy log cleanup (eventId=null) + upsert RecordSummary - seed-iit-qc-rules: null/empty string tolerance + applicableEvents config V3.1 Architecture Design (docs only, no code changes): - QC engine V3.1 plan: 5-level data structure (CDISC ODM) + D1-D7 dimensions - Three-batch implementation strategy (A: foundation, B: bubbling, C: new engines) - Architecture team review: 4 whitepapers reviewed + feedback doc + 4 critical suggestions - CRA Agent strategy roadmap + CRA 4-tool explanation doc for clinical experts Project Member Management: - Cross-tenant member search and assignment (remove tenant restriction) - IIT project detail page enhancement with tabbed layout (KB + members) - IitProjectContext for business-side project selection - System-KB route access control adjustment for project operators Frontend: - AdminLayout sidebar menu restructure - IitLayout with project context provider - IitMemberManagePage new component - Business-side pages adapt to project context Prisma: - 2 new migrations (user-project RBAC + is_demo flag) - Schema updates for project member management Made-with: Cursor
2026-03-01 15:27:05 +08:00
parent c3f7d54fdf
commit 0b29fe88b5
61 changed files with 6877 additions and 524 deletions
--- a/frontend-v2/src/App.tsx
+++ b/frontend-v2/src/App.tsx
@@ -28,6 +28,7 @@ import SystemKbDetailPage from './modules/admin/pages/SystemKbDetailPage'
 import IitProjectListPage from './modules/admin/pages/IitProjectListPage'
 import IitProjectDetailPage from './modules/admin/pages/IitProjectDetailPage'
 import IitQcCockpitPage from './modules/admin/pages/IitQcCockpitPage'
+import IitMemberManagePage from './modules/admin/pages/IitMemberManagePage'
 // 运营日志
 import ActivityLogsPage from './pages/admin/ActivityLogsPage'
 // 个人中心页面
@@ -129,6 +130,8 @@ function App() {
                  <Route path="iit-projects" element={<IitProjectListPage />} />
                  <Route path="iit-projects/:id" element={<IitProjectDetailPage />} />
                  <Route path="iit-projects/:id/cockpit" element={<IitQcCockpitPage />} />
+                  {/* IIT 项目人员管理 */}
+                  <Route path="iit-members" element={<IitMemberManagePage />} />
                  {/* 运营日志 */}
                  <Route path="activity-logs" element={<ActivityLogsPage />} />
                  {/* 系统配置 */}
--- a/frontend-v2/src/framework/auth/types.ts
+++ b/frontend-v2/src/framework/auth/types.ts
@@ -9,6 +9,7 @@ export type UserRole =
  | 'HOSPITAL_ADMIN'
  | 'PHARMA_ADMIN'
  | 'DEPARTMENT_ADMIN'
+  | 'IIT_OPERATOR'
  | 'USER';

 /** 租户类型 */
--- a/frontend-v2/src/framework/layout/AdminLayout.tsx
+++ b/frontend-v2/src/framework/layout/AdminLayout.tsx
@@ -53,15 +53,16 @@ const AdminLayout = () => {
    return <Navigate to="/login" state={{ from: location }} replace />
  }

-  // 权限检查：只有 SUPER_ADMIN 和 PROMPT_ENGINEER 可访问
-  const allowedRoles = ['SUPER_ADMIN', 'PROMPT_ENGINEER']
-  if (!allowedRoles.includes(user?.role || '')) {
+  // 权限检查：可进入管理端的角色
+  const adminAllowedRoles = ['SUPER_ADMIN', 'PROMPT_ENGINEER', 'IIT_OPERATOR', 'PHARMA_ADMIN', 'HOSPITAL_ADMIN']
+  const userRole = user?.role || ''
+  if (!adminAllowedRoles.includes(userRole)) {
    return (
      <div className="h-screen flex items-center justify-center bg-gray-50">
        <div className="text-center">
          <div className="text-6xl mb-4">🚫</div>
-          <h2 className="text-xl mb-2 text-gray-800">无权访问运营管理端</h2>
-          <p className="text-gray-500 mb-4">需要 SUPER_ADMIN 或 PROMPT_ENGINEER 权限</p>
+          <h2 className="text-xl mb-2 text-gray-800">无权访问管理端</h2>
+          <p className="text-gray-500 mb-4">当前角色无管理端访问权限</p>
          <button
            onClick={() => navigate('/')}
            className="px-4 py-2 text-white rounded hover:opacity-90"
@@ -74,51 +75,66 @@ const AdminLayout = () => {
    )
  }

-  // 侧边栏菜单
-  const menuItems: MenuProps['items'] = [
-    {
-      key: '/admin/dashboard',
-      icon: <DashboardOutlined />,
-      label: '运营概览',
-    },
-    {
-      key: '/admin/prompts',
-      icon: <CodeOutlined />,
-      label: 'Prompt管理',
-    },
-    {
-      key: '/admin/system-kb',
-      icon: <BookOutlined />,
-      label: '系统知识库',
-    },
-    {
-      key: '/admin/tenants',
-      icon: <TeamOutlined />,
-      label: '租户管理',
-    },
-    { type: 'divider' },
-    {
-      key: '/admin/iit-projects',
-      icon: <ExperimentOutlined />,
-      label: 'IIT 项目管理',
-    },
-    { type: 'divider' },
-    {
-      key: '/admin/activity-logs',
-      icon: <FileTextOutlined />,
-      label: '运营日志',
-    },
-    {
-      key: '/admin/users',
-      icon: <UserOutlined />,
-      label: '用户管理',
-    },
-    {
-      key: '/admin/system',
-      icon: <SettingOutlined />,
-      label: '系统配置',
-    },
-  ]
+  // 侧边栏菜单 — 三区分组（方案 B 逻辑拆分），按角色过滤
+  const platformGroup = {
+    type: 'group' as const,
+    label: '平台管理',
+    children: [
+      { key: '/admin/dashboard', icon: <DashboardOutlined />, label: '运营概览' },
+      { key: '/admin/prompts', icon: <CodeOutlined />, label: 'Prompt 管理' },
+      { key: '/admin/system-kb', icon: <BookOutlined />, label: '系统知识库' },
+      { key: '/admin/system', icon: <SettingOutlined />, label: '系统配置' },
+    ],
+  }
+
+  const projectGroup = {
+    type: 'group' as const,
+    label: '项目运营',
+    children: [
+      { key: '/admin/iit-projects', icon: <ExperimentOutlined />, label: 'IIT 项目管理' },
+      { key: '/admin/iit-members', icon: <TeamOutlined />, label: '项目人员管理' },
+    ],
+  }
+
+  const bizGroup = {
+    type: 'group' as const,
+    label: '商务运营',
+    children: [
+      { key: '/admin/tenants', icon: <TeamOutlined />, label: '租户管理' },
+      { key: '/admin/users', icon: <UserOutlined />, label: '用户管理' },
+      { key: '/admin/activity-logs', icon: <FileTextOutlined />, label: '运营日志' },
+    ],
+  }
+
+  // RBAC: 按角色决定可见的菜单组
+  const menuItems: MenuProps['items'] = (() => {
+    const items: MenuProps['items'] = []
+    if (userRole === 'SUPER_ADMIN') {
+      items.push(platformGroup, { type: 'divider' }, projectGroup, { type: 'divider' }, bizGroup)
+    } else if (userRole === 'PROMPT_ENGINEER') {
+      // Prompt 工程师只看平台管理中的 Prompt 和知识库
+      items.push({
+        type: 'group',
+        label: '平台管理',
+        children: [
+          { key: '/admin/prompts', icon: <CodeOutlined />, label: 'Prompt 管理' },
+          { key: '/admin/system-kb', icon: <BookOutlined />, label: '系统知识库' },
+        ],
+      })
+    } else if (userRole === 'IIT_OPERATOR') {
+      items.push({
+        type: 'group',
+        label: '项目运营',
+        children: [
+          { key: '/admin/iit-projects', icon: <ExperimentOutlined />, label: 'IIT 项目管理' },
+          { key: '/admin/iit-members', icon: <TeamOutlined />, label: '项目人员管理' },
+        ],
+      })
+    } else if (userRole === 'PHARMA_ADMIN' || userRole === 'HOSPITAL_ADMIN') {
+      items.push(projectGroup)
+    }
+    return items
+  })()

  // 用户下拉菜单
  const userMenuItems: MenuProps['items'] = [
@@ -149,10 +165,18 @@ const AdminLayout = () => {
    navigate(key)
  }

-  // 获取当前选中的菜单项
-  const selectedKey = menuItems.find(item => 
-    location.pathname.startsWith(item?.key as string)
-  )?.key as string || '/admin/dashboard'
+  // 获取当前选中的菜单项（支持 group 嵌套结构）
+  const allMenuKeys: string[] = []
+  menuItems?.forEach(item => {
+    if (item && 'key' in item && item.key) allMenuKeys.push(item.key as string)
+    if (item && 'children' in item && Array.isArray((item as any).children)) {
+      (item as any).children.forEach((child: any) => {
+        if (child?.key) allMenuKeys.push(child.key as string)
+      })
+    }
+  })
+  const defaultPage = allMenuKeys[0] || '/admin/dashboard'
+  const selectedKey = allMenuKeys.find(k => location.pathname.startsWith(k)) || defaultPage

  return (
    <Layout className="h-screen">
@@ -173,7 +197,7 @@ const AdminLayout = () => {
          <span className="text-2xl">⚙️</span>
          {!collapsed && (
            <span className="ml-2 font-bold" style={{ color: PRIMARY_COLOR }}>
-              运营管理中心
+              管理中心
            </span>
          )}
        </div>
--- a/frontend-v2/src/framework/layout/TopNavigation.tsx
+++ b/frontend-v2/src/framework/layout/TopNavigation.tsx
@@ -41,7 +41,7 @@ const TopNavigation = () => {

  // 检查用户权限，决定显示哪些切换入口
  const userRole = user?.role || ''
-  const canAccessAdmin = ['SUPER_ADMIN', 'PROMPT_ENGINEER'].includes(userRole)
+  const canAccessAdmin = ['SUPER_ADMIN', 'PROMPT_ENGINEER', 'IIT_OPERATOR'].includes(userRole)
  const canAccessOrg = ['HOSPITAL_ADMIN', 'PHARMA_ADMIN', 'DEPARTMENT_ADMIN', 'SUPER_ADMIN'].includes(userRole)

  // 用户菜单 - 动态构建
@@ -86,7 +86,11 @@ const TopNavigation = () => {
      authLogout()
      navigate('/login')
    } else if (key === 'switch-admin') {
-      navigate('/admin/dashboard')
+      if (userRole === 'IIT_OPERATOR') {
+        navigate('/admin/iit-projects')
+      } else {
+        navigate('/admin/dashboard')
+      }
    } else if (key === 'switch-org') {
      navigate('/org/dashboard')
    } else {
--- a/frontend-v2/src/framework/permission/PermissionContext.tsx
+++ b/frontend-v2/src/framework/permission/PermissionContext.tsx
@@ -36,7 +36,7 @@ export const PermissionProvider = ({ children }: PermissionProviderProps) => {
    let version: UserVersion = 'professional'
    if (authUser.role === 'SUPER_ADMIN' || authUser.role === 'PROMPT_ENGINEER') {
      version = 'premium'
-    } else if (authUser.role === 'HOSPITAL_ADMIN' || authUser.role === 'PHARMA_ADMIN' || authUser.role === 'DEPARTMENT_ADMIN') {
+    } else if (authUser.role === 'HOSPITAL_ADMIN' || authUser.role === 'PHARMA_ADMIN' || authUser.role === 'DEPARTMENT_ADMIN' || authUser.role === 'IIT_OPERATOR') {
      version = 'advanced'
    }

--- a/frontend-v2/src/modules/admin/api/iitProjectApi.ts
+++ b/frontend-v2/src/modules/admin/api/iitProjectApi.ts
@@ -17,6 +17,7 @@ import type {
  UpdateUserMappingRequest,
  RoleOption,
  KnowledgeBaseOption,
+  TenantOption,
 } from '../types/iitProject';
 import type {
  QcCockpitData,
@@ -25,12 +26,21 @@ import type {

 const BASE_URL = '/api/v1/admin/iit-projects';

+// ==================== 租户选项 ====================
+
+/** 获取租户选项列表（创建项目时选择租户用） */
+export async function getTenantOptions(): Promise<TenantOption[]> {
+  const response = await apiClient.get(`${BASE_URL}/tenant-options`);
+  return response.data.data;
+}
+
 // ==================== 项目 CRUD ====================

 /** 获取项目列表 */
 export async function listProjects(params?: {
  status?: string;
  search?: string;
+  tenantId?: string;
 }): Promise<IitProject[]> {
  const response = await apiClient.get(BASE_URL, { params });
  return response.data.data;
@@ -89,6 +99,17 @@ export async function syncMetadata(projectId: string): Promise<{
  return response.data.data;
 }

+// ==================== 变量元数据 ====================
+
+/** 获取字段元数据列表 */
+export async function getFieldMetadata(
+  projectId: string,
+  params?: { formName?: string; search?: string }
+): Promise<{ fields: any[]; total: number; forms: string[] }> {
+  const response = await apiClient.get(`${BASE_URL}/${projectId}/field-metadata`, { params });
+  return response.data.data;
+}
+
 // ==================== 知识库关联 ====================

 /** 关联知识库 */
@@ -230,6 +251,30 @@ export async function deleteUserMapping(
  await apiClient.delete(`${BASE_URL}/${projectId}/users/${mappingId}`);
 }

+/** 搜索平台用户（用于添加项目成员时选择用户） */
+export interface PlatformUserOption {
+  id: string;
+  name: string;
+  phone: string;
+  email?: string;
+  role?: string;
+}
+
+export async function searchPlatformUsers(search: string): Promise<PlatformUserOption[]> {
+  if (!search || search.length < 2) return [];
+  const response = await apiClient.get('/api/admin/users', {
+    params: { search, pageSize: 20 },
+  });
+  const items = response.data.data?.data || response.data.data?.items || response.data.data?.list || [];
+  return items.map((u: any) => ({
+    id: u.id,
+    name: u.name || '',
+    phone: u.phone || '',
+    email: u.email || '',
+    role: u.role || '',
+  }));
+}
+
 // ==================== 批量操作 ====================

 /** 一键全量质控 */
--- a/frontend-v2/src/modules/admin/pages/IitMemberManagePage.tsx
+++ b/frontend-v2/src/modules/admin/pages/IitMemberManagePage.tsx
@@ -0,0 +1,369 @@
+/**
+ * IIT 项目人员管理页面
+ *
+ * 独立入口：运营管理端 → 项目运营 → 项目人员管理
+ * 左侧项目列表 + 右侧成员列表，支持搜索平台用户并关联到项目
+ */
+
+import React, { useState, useEffect, useCallback, useRef } from 'react';
+import {
+  Card,
+  List,
+  Button,
+  Table,
+  Modal,
+  Form,
+  Input,
+  Select,
+  Space,
+  Tag,
+  Spin,
+  Typography,
+  message,
+  Popconfirm,
+  Tooltip,
+  Empty,
+  Badge,
+} from 'antd';
+import {
+  PlusOutlined,
+  DeleteOutlined,
+  EditOutlined,
+  UserOutlined,
+  TeamOutlined,
+} from '@ant-design/icons';
+import * as iitProjectApi from '../api/iitProjectApi';
+import type {
+  IitProject,
+  IitUserMapping,
+  CreateUserMappingRequest,
+  RoleOption,
+} from '../types/iitProject';
+
+const { Title, Text } = Typography;
+
+const IitMemberManagePage: React.FC = () => {
+  const [projects, setProjects] = useState<IitProject[]>([]);
+  const [selectedProjectId, setSelectedProjectId] = useState<string | null>(null);
+  const [projectsLoading, setProjectsLoading] = useState(true);
+
+  const [mappings, setMappings] = useState<IitUserMapping[]>([]);
+  const [roleOptions, setRoleOptions] = useState<RoleOption[]>([]);
+  const [membersLoading, setMembersLoading] = useState(false);
+
+  const [modalOpen, setModalOpen] = useState(false);
+  const [editingMapping, setEditingMapping] = useState<IitUserMapping | null>(null);
+  const [form] = Form.useForm();
+
+  const [userSearchOptions, setUserSearchOptions] = useState<iitProjectApi.PlatformUserOption[]>([]);
+  const [userSearching, setUserSearching] = useState(false);
+  const [selectedUser, setSelectedUser] = useState<iitProjectApi.PlatformUserOption | null>(null);
+  const searchTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null);
+
+  useEffect(() => {
+    (async () => {
+      setProjectsLoading(true);
+      try {
+        const [data, roles] = await Promise.all([
+          iitProjectApi.listProjects({ status: 'active' }),
+          iitProjectApi.getRoleOptions(),
+        ]);
+        setProjects(data);
+        setRoleOptions(roles);
+        if (data.length > 0) setSelectedProjectId(data[0].id);
+      } catch {
+        message.error('加载项目列表失败');
+      } finally {
+        setProjectsLoading(false);
+      }
+    })();
+  }, []);
+
+  const loadMembers = useCallback(async () => {
+    if (!selectedProjectId) return;
+    setMembersLoading(true);
+    try {
+      const data = await iitProjectApi.listUserMappings(selectedProjectId);
+      setMappings(data);
+    } catch {
+      message.error('加载成员列表失败');
+    } finally {
+      setMembersLoading(false);
+    }
+  }, [selectedProjectId]);
+
+  useEffect(() => {
+    loadMembers();
+  }, [loadMembers]);
+
+  const handleUserSearch = (value: string) => {
+    if (searchTimerRef.current) clearTimeout(searchTimerRef.current);
+    if (!value || value.length < 2) {
+      setUserSearchOptions([]);
+      return;
+    }
+    setUserSearching(true);
+    searchTimerRef.current = setTimeout(async () => {
+      try {
+        const users = await iitProjectApi.searchPlatformUsers(value);
+        setUserSearchOptions(users);
+      } catch {
+        setUserSearchOptions([]);
+      } finally {
+        setUserSearching(false);
+      }
+    }, 400);
+  };
+
+  const handleUserSelect = (_value: string, option: any) => {
+    const user = userSearchOptions.find(u => u.id === option.key);
+    if (user) {
+      setSelectedUser(user);
+      form.setFieldsValue({ userId: user.id, systemUserId: user.id });
+    }
+  };
+
+  const handleUserClear = () => {
+    setSelectedUser(null);
+    form.setFieldsValue({ userId: undefined, systemUserId: undefined });
+  };
+
+  const handleAdd = () => {
+    setEditingMapping(null);
+    form.resetFields();
+    setSelectedUser(null);
+    setUserSearchOptions([]);
+    setModalOpen(true);
+  };
+
+  const handleEdit = (mapping: IitUserMapping) => {
+    setEditingMapping(mapping);
+    form.setFieldsValue(mapping);
+    if (mapping.user) {
+      const u = { id: mapping.user.id, name: mapping.user.name, phone: mapping.user.phone, email: mapping.user.email };
+      setSelectedUser(u);
+      setUserSearchOptions([u]);
+    } else {
+      setSelectedUser(null);
+      setUserSearchOptions([]);
+    }
+    setModalOpen(true);
+  };
+
+  const handleDelete = async (mappingId: string) => {
+    if (!selectedProjectId) return;
+    try {
+      await iitProjectApi.deleteUserMapping(selectedProjectId, mappingId);
+      message.success('删除成功');
+      loadMembers();
+    } catch {
+      message.error('删除失败');
+    }
+  };
+
+  const handleSubmit = async (values: CreateUserMappingRequest) => {
+    if (!selectedProjectId) return;
+    try {
+      if (editingMapping) {
+        await iitProjectApi.updateUserMapping(selectedProjectId, editingMapping.id, values);
+        message.success('更新成功');
+      } else {
+        await iitProjectApi.createUserMapping(selectedProjectId, values);
+        message.success('添加成功');
+      }
+      setModalOpen(false);
+      loadMembers();
+    } catch {
+      message.error('操作失败');
+    }
+  };
+
+  const selectedProject = projects.find(p => p.id === selectedProjectId);
+
+  const columns = [
+    {
+      title: '平台用户',
+      key: 'platformUser',
+      width: 180,
+      render: (_: unknown, record: IitUserMapping) =>
+        record.user ? (
+          <div>
+            <div style={{ fontWeight: 500 }}>{record.user.name}</div>
+            <Text type="secondary" style={{ fontSize: 12 }}>{record.user.phone}</Text>
+          </div>
+        ) : (
+          <Text type="secondary">未关联</Text>
+        ),
+    },
+    {
+      title: '企业微信 ID',
+      dataIndex: 'wecomUserId',
+      key: 'wecomUserId',
+      width: 140,
+      render: (id: string | undefined) => id || <Text type="secondary">-</Text>,
+    },
+    {
+      title: '角色',
+      dataIndex: 'role',
+      key: 'role',
+      width: 160,
+      render: (role: string) => {
+        const option = roleOptions.find(r => r.value === role);
+        return <Tag>{option?.label || role}</Tag>;
+      },
+    },
+    {
+      title: '操作',
+      key: 'action',
+      width: 100,
+      render: (_: unknown, record: IitUserMapping) => (
+        <Space>
+          <Tooltip title="编辑">
+            <Button type="text" icon={<EditOutlined />} onClick={() => handleEdit(record)} />
+          </Tooltip>
+          <Popconfirm title="确认移除此成员？" onConfirm={() => handleDelete(record.id)}>
+            <Button type="text" danger icon={<DeleteOutlined />} />
+          </Popconfirm>
+        </Space>
+      ),
+    },
+  ];
+
+  return (
+    <div style={{ padding: 24 }}>
+      <Title level={4} style={{ marginBottom: 24 }}>
+        <TeamOutlined style={{ marginRight: 8 }} />
+        项目人员管理
+      </Title>
+
+      <div style={{ display: 'flex', gap: 24 }}>
+        {/* 左侧：项目列表 */}
+        <Card
+          title="IIT 项目"
+          size="small"
+          style={{ width: 300, flexShrink: 0, maxHeight: 'calc(100vh - 180px)', overflow: 'auto' }}
+          loading={projectsLoading}
+        >
+          {projects.length === 0 ? (
+            <Empty description="暂无项目" />
+          ) : (
+            <List
+              dataSource={projects}
+              renderItem={project => (
+                <List.Item
+                  onClick={() => setSelectedProjectId(project.id)}
+                  style={{
+                    cursor: 'pointer',
+                    padding: '8px 12px',
+                    borderRadius: 6,
+                    background: project.id === selectedProjectId ? '#e6f4ff' : undefined,
+                    border: project.id === selectedProjectId ? '1px solid #91caff' : '1px solid transparent',
+                    marginBottom: 4,
+                  }}
+                >
+                  <List.Item.Meta
+                    avatar={<Badge count={project.userMappingCount || 0} size="small"><UserOutlined style={{ fontSize: 20 }} /></Badge>}
+                    title={<Text strong={project.id === selectedProjectId}>{project.name}</Text>}
+                    description={<Text type="secondary" style={{ fontSize: 12 }}>{project.description || project.redcapProjectId}</Text>}
+                  />
+                </List.Item>
+              )}
+            />
+          )}
+        </Card>
+
+        {/* 右侧：成员列表 */}
+        <Card
+          title={selectedProject ? `${selectedProject.name} — 项目成员` : '请选择一个项目'}
+          size="small"
+          style={{ flex: 1, maxHeight: 'calc(100vh - 180px)', overflow: 'auto' }}
+          extra={
+            selectedProjectId && (
+              <Button type="primary" icon={<PlusOutlined />} onClick={handleAdd}>
+                添加成员
+              </Button>
+            )
+          }
+        >
+          {!selectedProjectId ? (
+            <Empty description="请从左侧选择一个项目" />
+          ) : (
+            <Table
+              columns={columns}
+              dataSource={mappings}
+              rowKey="id"
+              loading={membersLoading}
+              pagination={false}
+              size="small"
+            />
+          )}
+        </Card>
+      </div>
+
+      {/* 添加/编辑成员弹窗 */}
+      <Modal
+        title={editingMapping ? '编辑项目成员' : '添加项目成员'}
+        open={modalOpen}
+        onCancel={() => setModalOpen(false)}
+        footer={null}
+        width={520}
+        destroyOnClose
+      >
+        <Form form={form} layout="vertical" onFinish={handleSubmit} style={{ marginTop: 24 }}>
+          <Form.Item name="userId" hidden>
+            <Input />
+          </Form.Item>
+          <Form.Item name="systemUserId" hidden>
+            <Input />
+          </Form.Item>
+
+          <Form.Item
+            label="关联平台用户"
+            extra={selectedUser ? `已选择: ${selectedUser.name} (${selectedUser.phone})` : '输入姓名或手机号搜索（至少2个字符）'}
+          >
+            <Select
+              showSearch
+              filterOption={false}
+              onSearch={handleUserSearch}
+              onSelect={handleUserSelect}
+              onClear={handleUserClear}
+              loading={userSearching}
+              placeholder="搜索用户姓名或手机号"
+              allowClear
+              notFoundContent={userSearching ? <Spin size="small" /> : (userSearchOptions.length === 0 ? null : undefined)}
+              value={selectedUser ? selectedUser.id : undefined}
+              options={userSearchOptions.map(u => ({
+                key: u.id,
+                value: u.id,
+                label: `${u.name} (${u.phone})`,
+              }))}
+            />
+          </Form.Item>
+
+          <Form.Item name="role" label="项目角色" rules={[{ required: true, message: '请选择角色' }]}>
+            <Select options={roleOptions} placeholder="选择角色" />
+          </Form.Item>
+
+          <Form.Item name="wecomUserId" label="企业微信用户 ID" extra="用于接收质控通知">
+            <Input placeholder="企业微信通讯录中的用户 ID（可选）" />
+          </Form.Item>
+
+          <Form.Item name="redcapUsername" label="REDCap 用户名" extra="可选，REDCap 中的用户名">
+            <Input placeholder="REDCap 用户名（可选）" />
+          </Form.Item>
+
+          <Form.Item>
+            <Space>
+              <Button onClick={() => setModalOpen(false)}>取消</Button>
+              <Button type="primary" htmlType="submit">
+                {editingMapping ? '更新' : '添加'}
+              </Button>
+            </Space>
+          </Form.Item>
+        </Form>
+      </Modal>
+    </div>
+  );
+};
+
+export default IitMemberManagePage;
--- a/frontend-v2/src/modules/admin/pages/IitProjectDetailPage.tsx
+++ b/frontend-v2/src/modules/admin/pages/IitProjectDetailPage.tsx
@@ -4,7 +4,7 @@
 * 包含4个Tab：基本配置、质控规则、用户映射、知识库
 */

-import React, { useState, useEffect, useCallback } from 'react';
+import React, { useState, useEffect, useCallback, useRef } from 'react';
 import { useParams, useNavigate } from 'react-router-dom';
 import {
  Card,
@@ -13,6 +13,7 @@ import {
  Form,
  Input,
  Select,
+  Switch,
  Table,
  Modal,
  message,
@@ -34,15 +35,13 @@ import {
  DeleteOutlined,
  EditOutlined,
  CheckCircleOutlined,
-  CloseCircleOutlined,
  SyncOutlined,
-  LinkOutlined,
-  DisconnectOutlined,
  ExclamationCircleOutlined,
  BookOutlined,
  ThunderboltOutlined,
  BarChartOutlined,
  DashboardOutlined,
+  ClockCircleOutlined,
 } from '@ant-design/icons';
 import * as iitProjectApi from '../api/iitProjectApi';
 import type {
@@ -53,7 +52,6 @@ import type {
  IitUserMapping,
  CreateUserMappingRequest,
  RoleOption,
-  KnowledgeBaseOption,
 } from '../types/iitProject';

 const { Title, Text, Paragraph } = Typography;
@@ -157,8 +155,8 @@ const IitProjectDetailPage: React.FC = () => {
      children: <QCRulesTab projectId={project.id} />,
    },
    {
-      key: 'users',
-      label: '通知设置',
+      key: 'members',
+      label: '项目成员',
      children: <UserMappingTab projectId={project.id} />,
    },
    {
@@ -166,6 +164,11 @@ const IitProjectDetailPage: React.FC = () => {
      label: '知识库',
      children: <KnowledgeBaseTab project={project} onUpdate={loadProject} />,
    },
+    {
+      key: 'fields',
+      label: '变量清单',
+      children: <FieldMetadataTab projectId={project.id} />,
+    },
  ];

  return (
@@ -244,6 +247,8 @@ const BasicConfigTab: React.FC<BasicConfigTabProps> = ({ project, onUpdate }) =>
      redcapUrl: project.redcapUrl,
      redcapProjectId: project.redcapProjectId,
      redcapApiToken: project.redcapApiToken,
+      cronEnabled: (project as any).cronEnabled ?? false,
+      cronExpression: (project as any).cronExpression ?? '0 8 * * *',
    });
  }, [form, project]);

@@ -299,6 +304,12 @@ const BasicConfigTab: React.FC<BasicConfigTabProps> = ({ project, onUpdate }) =>
          <TextArea rows={2} />
        </Form.Item>

+        {project.tenantId && (
+          <Form.Item label="所属租户">
+            <Tag color="cyan">{(project as any).tenantName || (project as any).tenant?.name || project.tenantId}</Tag>
+          </Form.Item>
+        )}
+
        <Form.Item name="redcapUrl" label="REDCap URL" rules={[{ required: true }]}>
          <Input />
        </Form.Item>
@@ -315,6 +326,46 @@ const BasicConfigTab: React.FC<BasicConfigTabProps> = ({ project, onUpdate }) =>
          <Input.Password placeholder="REDCap 项目的 API Token" />
        </Form.Item>

+        <Form.Item label={<Space><ClockCircleOutlined />定时质控</Space>} style={{ marginTop: 24 }}>
+          <Space direction="vertical" style={{ width: '100%' }}>
+            <Form.Item name="cronEnabled" valuePropName="checked" noStyle>
+              <Switch checkedChildren="开启" unCheckedChildren="关闭" />
+            </Form.Item>
+            <Form.Item noStyle shouldUpdate={(prev, cur) => prev.cronEnabled !== cur.cronEnabled}>
+              {() => form.getFieldValue('cronEnabled') ? (
+                <Form.Item name="cronExpression" style={{ marginBottom: 0, marginTop: 8 }}>
+                  <Select
+                    style={{ width: 300 }}
+                    options={[
+                      { value: '0 8 * * *', label: '每天 08:00' },
+                      { value: '0 9 * * 1', label: '每周一 09:00' },
+                      { value: '0 8 * * 1,3,5', label: '每周一三五 08:00' },
+                      { value: 'custom', label: '自定义 Cron 表达式' },
+                    ]}
+                  />
+                </Form.Item>
+              ) : null}
+            </Form.Item>
+          </Space>
+        </Form.Item>
+
+        <Form.Item label="体验项目" extra="启用后，未加入任何项目的用户可在 CRA 质控模块中体验此项目">
+          <Switch
+            checked={project.isDemo || false}
+            onChange={async (checked) => {
+              try {
+                await iitProjectApi.updateProject(project.id, { isDemo: checked });
+                message.success(checked ? '已设为体验项目' : '已取消体验项目');
+                onUpdate();
+              } catch {
+                message.error('操作失败');
+              }
+            }}
+            checkedChildren="体验项目"
+            unCheckedChildren="正式项目"
+          />
+        </Form.Item>
+
        <Form.Item>
          <Space>
            <Button type="primary" htmlType="submit" icon={<SaveOutlined />} loading={saving}>
@@ -607,6 +658,11 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
  const [editingMapping, setEditingMapping] = useState<IitUserMapping | null>(null);
  const [form] = Form.useForm();

+  const [userSearchOptions, setUserSearchOptions] = useState<iitProjectApi.PlatformUserOption[]>([]);
+  const [userSearching, setUserSearching] = useState(false);
+  const [selectedUser, setSelectedUser] = useState<iitProjectApi.PlatformUserOption | null>(null);
+  const searchTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null);
+
  const loadData = useCallback(async () => {
    setLoading(true);
    try {
@@ -616,7 +672,7 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
      ]);
      setMappings(mappingsData);
      setRoleOptions(rolesData);
-    } catch (error) {
+    } catch {
      message.error('加载数据失败');
    } finally {
      setLoading(false);
@@ -627,15 +683,57 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
    loadData();
  }, [loadData]);

+  const handleUserSearch = (value: string) => {
+    if (searchTimerRef.current) clearTimeout(searchTimerRef.current);
+    if (!value || value.length < 2) {
+      setUserSearchOptions([]);
+      return;
+    }
+    setUserSearching(true);
+    searchTimerRef.current = setTimeout(async () => {
+      try {
+        const users = await iitProjectApi.searchPlatformUsers(value);
+        setUserSearchOptions(users);
+      } catch {
+        setUserSearchOptions([]);
+      } finally {
+        setUserSearching(false);
+      }
+    }, 400);
+  };
+
+  const handleUserSelect = (_value: string, option: any) => {
+    const user = userSearchOptions.find(u => u.id === option.key);
+    if (user) {
+      setSelectedUser(user);
+      form.setFieldsValue({ userId: user.id, systemUserId: user.id });
+    }
+  };
+
+  const handleUserClear = () => {
+    setSelectedUser(null);
+    form.setFieldsValue({ userId: undefined, systemUserId: undefined });
+  };
+
  const handleAdd = () => {
    setEditingMapping(null);
    form.resetFields();
+    setSelectedUser(null);
+    setUserSearchOptions([]);
    setModalOpen(true);
  };

  const handleEdit = (mapping: IitUserMapping) => {
    setEditingMapping(mapping);
    form.setFieldsValue(mapping);
+    if (mapping.user) {
+      const u = { id: mapping.user.id, name: mapping.user.name, phone: mapping.user.phone, email: mapping.user.email };
+      setSelectedUser(u);
+      setUserSearchOptions([u]);
+    } else {
+      setSelectedUser(null);
+      setUserSearchOptions([]);
+    }
    setModalOpen(true);
  };

@@ -644,7 +742,7 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
      await iitProjectApi.deleteUserMapping(projectId, mappingId);
      message.success('删除成功');
      loadData();
-    } catch (error) {
+    } catch {
      message.error('删除失败');
    }
  };
@@ -660,23 +758,38 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
      }
      setModalOpen(false);
      loadData();
-    } catch (error) {
+    } catch {
      message.error('操作失败');
    }
  };

  const columns = [
    {
-      title: '企业微信用户 ID',
+      title: '平台用户',
+      key: 'platformUser',
+      width: 180,
+      render: (_: unknown, record: IitUserMapping) =>
+        record.user ? (
+          <div>
+            <div style={{ fontWeight: 500 }}>{record.user.name}</div>
+            <Text type="secondary" style={{ fontSize: 12 }}>{record.user.phone}</Text>
+          </div>
+        ) : (
+          <Text type="secondary">未关联</Text>
+        ),
+    },
+    {
+      title: '企业微信 ID',
      dataIndex: 'wecomUserId',
      key: 'wecomUserId',
-      render: (id: string | undefined) => id || <Text type="secondary">未配置</Text>,
+      width: 140,
+      render: (id: string | undefined) => id || <Text type="secondary">-</Text>,
    },
    {
      title: '角色',
      dataIndex: 'role',
      key: 'role',
-      width: 120,
+      width: 160,
      render: (role: string) => {
        const option = roleOptions.find((r) => r.value === role);
        return <Tag>{option?.label || role}</Tag>;
@@ -691,7 +804,7 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
          <Tooltip title="编辑">
            <Button type="text" icon={<EditOutlined />} onClick={() => handleEdit(record)} />
          </Tooltip>
-          <Popconfirm title="确认删除此通知接收人？" onConfirm={() => handleDelete(record.id)}>
+          <Popconfirm title="确认删除此项目成员？" onConfirm={() => handleDelete(record.id)}>
            <Button type="text" danger icon={<DeleteOutlined />} />
          </Popconfirm>
        </Space>
@@ -703,7 +816,7 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
    <div>
      <div style={{ marginBottom: 16, display: 'flex', justifyContent: 'flex-end' }}>
        <Button type="primary" icon={<PlusOutlined />} onClick={handleAdd}>
-          添加通知接收人
+          添加项目成员
        </Button>
      </div>

@@ -717,31 +830,54 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
      />

      <Modal
-        title={editingMapping ? '编辑通知接收人' : '添加通知接收人'}
+        title={editingMapping ? '编辑项目成员' : '添加项目成员'}
        open={modalOpen}
        onCancel={() => setModalOpen(false)}
        footer={null}
+        width={520}
+        destroyOnClose
      >
        <Form form={form} layout="vertical" onFinish={handleSubmit} style={{ marginTop: 24 }}>
+          <Form.Item name="userId" hidden>
+            <Input />
+          </Form.Item>
+          <Form.Item name="systemUserId" hidden>
+            <Input />
+          </Form.Item>
+
+          <Form.Item
+            label="关联平台用户"
+            extra={selectedUser ? `已选择: ${selectedUser.name} (${selectedUser.phone})` : '输入姓名或手机号搜索（至少2个字符）'}
+          >
+            <Select
+              showSearch
+              filterOption={false}
+              onSearch={handleUserSearch}
+              onSelect={handleUserSelect}
+              onClear={handleUserClear}
+              loading={userSearching}
+              placeholder="搜索用户姓名或手机号"
+              allowClear
+              notFoundContent={userSearching ? <Spin size="small" /> : (userSearchOptions.length === 0 ? null : undefined)}
+              value={selectedUser ? selectedUser.id : undefined}
+              options={userSearchOptions.map(u => ({
+                key: u.id,
+                value: u.id,
+                label: `${u.name} (${u.phone})`,
+              }))}
+            />
+          </Form.Item>
+
+          <Form.Item name="role" label="项目角色" rules={[{ required: true, message: '请选择角色' }]}>
+            <Select options={roleOptions} placeholder="选择角色" />
+          </Form.Item>
+
          <Form.Item
            name="wecomUserId"
            label="企业微信用户 ID"
-            rules={[{ required: true, message: '请输入企业微信用户 ID' }]}
            extra="用于接收质控通知，如：FengZhiBo"
          >
-            <Input placeholder="企业微信通讯录中的用户 ID" />
-          </Form.Item>
-
-          <Form.Item name="role" label="角色">
-            <Select options={roleOptions} placeholder="选择角色（可选）" allowClear />
-          </Form.Item>
-
-          <Form.Item
-            name="systemUserId"
-            label="系统用户 ID"
-            extra="可选，用于系统内部标识"
-          >
-            <Input placeholder="例如：user_001（可选）" />
+            <Input placeholder="企业微信通讯录中的用户 ID（可选）" />
          </Form.Item>

          <Form.Item
@@ -774,146 +910,331 @@ interface KnowledgeBaseTabProps {
 }

 const KnowledgeBaseTab: React.FC<KnowledgeBaseTabProps> = ({ project, onUpdate }) => {
-  const [kbList, setKbList] = useState<KnowledgeBaseOption[]>([]);
-  const [loading, setLoading] = useState(true);
-  const [linking, setLinking] = useState(false);
-  const navigate = useNavigate();
+  const [documents, setDocuments] = useState<any[]>([]);
+  const [loading, setLoading] = useState(false);
+  const [creating, setCreating] = useState(false);
+  const [uploading, setUploading] = useState(false);
+  const [uploadPercent, setUploadPercent] = useState(0);
+
+  const kbId = project.knowledgeBaseId || project.knowledgeBase?.id;
+
+  const loadDocuments = useCallback(async () => {
+    if (!kbId) return;
+    setLoading(true);
+    try {
+      const { listDocuments } = await import('../api/systemKbApi');
+      const docs = await listDocuments(kbId);
+      setDocuments(docs);
+    } catch {
+      message.error('加载文档列表失败');
+    } finally {
+      setLoading(false);
+    }
+  }, [kbId]);

  useEffect(() => {
-    const loadKbList = async () => {
-      setLoading(true);
-      try {
-        const data = await iitProjectApi.listKnowledgeBases();
-        setKbList(data);
-      } catch (error) {
-        message.error('加载知识库列表失败');
-      } finally {
-        setLoading(false);
-      }
-    };
-    loadKbList();
-  }, []);
+    if (kbId) loadDocuments();
+  }, [kbId, loadDocuments]);

-  const handleLink = async (kbId: string) => {
-    setLinking(true);
+  const handleCreateKb = async () => {
+    setCreating(true);
    try {
-      await iitProjectApi.linkKnowledgeBase(project.id, kbId);
-      message.success('关联成功');
+      const { createKnowledgeBase } = await import('../api/systemKbApi');
+      const code = `IIT_${project.id.substring(0, 8).toUpperCase()}`;
+      const kb = await createKnowledgeBase({
+        code,
+        name: `${project.name} 项目知识库`,
+        description: `IIT 项目 "${project.name}" 的专属知识库`,
+        category: 'iit_project',
+      });
+      await iitProjectApi.linkKnowledgeBase(project.id, kb.id);
+      message.success('项目知识库创建成功');
      onUpdate();
-    } catch (error) {
-      message.error('关联失败');
+    } catch (err: any) {
+      message.error(err?.response?.data?.error || '创建知识库失败');
    } finally {
-      setLinking(false);
+      setCreating(false);
    }
  };

-  const handleUnlink = async () => {
-    setLinking(true);
+  const handleUpload = async (file: File) => {
+    if (!kbId) return;
+    setUploading(true);
+    setUploadPercent(0);
    try {
-      await iitProjectApi.unlinkKnowledgeBase(project.id);
-      message.success('解除关联成功');
+      const { uploadDocument } = await import('../api/systemKbApi');
+      await uploadDocument(kbId, file, (p) => setUploadPercent(p));
+      message.success(`${file.name} 上传成功`);
+      loadDocuments();
      onUpdate();
-    } catch (error) {
-      message.error('操作失败');
+    } catch {
+      message.error('上传失败');
    } finally {
-      setLinking(false);
+      setUploading(false);
    }
  };

-  if (loading) {
-    return <Spin />;
+  const handleDeleteDoc = async (docId: string) => {
+    if (!kbId) return;
+    try {
+      const { deleteDocument } = await import('../api/systemKbApi');
+      await deleteDocument(kbId, docId);
+      message.success('删除成功');
+      loadDocuments();
+      onUpdate();
+    } catch {
+      message.error('删除失败');
+    }
+  };
+
+  const handleDownload = async (docId: string) => {
+    if (!kbId) return;
+    try {
+      const { getDocumentDownloadUrl } = await import('../api/systemKbApi');
+      const result = await getDocumentDownloadUrl(kbId, docId);
+      window.open(result.url, '_blank');
+    } catch {
+      message.error('获取下载链接失败');
+    }
+  };
+
+  if (!kbId) {
+    return (
+      <div>
+        <Alert
+          message="尚未创建项目知识库"
+          description="创建专属知识库后，您可以上传研究方案、CRF、入排标准等文档，AI 将基于这些内容回答问题。"
+          type="warning"
+          showIcon
+          icon={<ExclamationCircleOutlined />}
+        />
+        <div style={{ marginTop: 24, textAlign: 'center' }}>
+          <Button type="primary" size="large" icon={<PlusOutlined />} onClick={handleCreateKb} loading={creating}>
+            创建项目知识库
+          </Button>
+        </div>
+      </div>
+    );
  }

+  const statusMap: Record<string, { color: string; text: string }> = {
+    ready: { color: 'success', text: '就绪' },
+    processing: { color: 'processing', text: '处理中' },
+    pending: { color: 'default', text: '待处理' },
+    failed: { color: 'error', text: '失败' },
+  };
+
+  const docColumns = [
+    {
+      title: '文件名',
+      dataIndex: 'filename',
+      key: 'filename',
+      ellipsis: true,
+    },
+    {
+      title: '类型',
+      dataIndex: 'fileType',
+      key: 'fileType',
+      width: 80,
+      render: (v: string) => <Tag>{v || '-'}</Tag>,
+    },
+    {
+      title: '大小',
+      dataIndex: 'fileSize',
+      key: 'fileSize',
+      width: 100,
+      render: (v: number | null) => v ? `${(v / 1024).toFixed(1)} KB` : '-',
+    },
+    {
+      title: '状态',
+      dataIndex: 'status',
+      key: 'status',
+      width: 90,
+      render: (s: string) => {
+        const info = statusMap[s] || { color: 'default', text: s };
+        return <Badge status={info.color as any} text={info.text} />;
+      },
+    },
+    {
+      title: '上传时间',
+      dataIndex: 'createdAt',
+      key: 'createdAt',
+      width: 160,
+      render: (v: string) => new Date(v).toLocaleString(),
+    },
+    {
+      title: '操作',
+      key: 'action',
+      width: 120,
+      render: (_: unknown, record: any) => (
+        <Space>
+          <Tooltip title="下载">
+            <Button type="text" size="small" onClick={() => handleDownload(record.id)}>下载</Button>
+          </Tooltip>
+          <Popconfirm title="确认删除此文档？" onConfirm={() => handleDeleteDoc(record.id)}>
+            <Button type="text" size="small" danger icon={<DeleteOutlined />} />
+          </Popconfirm>
+        </Space>
+      ),
+    },
+  ];
+
  return (
    <div>
-      {project.knowledgeBase ? (
-        <div>
-          <Alert
-            message="已关联知识库"
-            description={
-              <div style={{ marginTop: 8 }}>
-                <Space direction="vertical">
-                  <Text>
-                    <BookOutlined style={{ marginRight: 8 }} />
-                    {project.knowledgeBase.name}
-                  </Text>
-                  <Text type="secondary">
-                    文档数量: {project.knowledgeBase.documentCount}
-                  </Text>
-                </Space>
-              </div>
-            }
-            type="success"
-            showIcon
-            action={
-              <Space direction="vertical">
-                <Button
-                  size="small"
-                  onClick={() => navigate(`/admin/system-kb/${project.knowledgeBase?.id}`)}
-                >
-                  查看知识库
-                </Button>
-                <Popconfirm title="确认解除关联？" onConfirm={handleUnlink}>
-                  <Button size="small" danger icon={<DisconnectOutlined />}>
-                    解除关联
-                  </Button>
-                </Popconfirm>
-              </Space>
-            }
-          />
+      <Alert
+        message={
+          <Space>
+            <BookOutlined />
+            <span>项目知识库: {project.knowledgeBase?.name || '已关联'}</span>
+            <Text type="secondary">({documents.length} 个文档)</Text>
+          </Space>
+        }
+        type="success"
+        showIcon={false}
+        style={{ marginBottom: 16 }}
+      />

-          <div style={{ marginTop: 24 }}>
-            <Title level={5}>知识库内容分类</Title>
-            <Text type="secondary">
-              上传研究方案、CRF、入排标准等文档到知识库，AI 将基于这些内容回答问题。
-            </Text>
-            <div style={{ marginTop: 16 }}>
-              <Space wrap>
-                <Tag color="blue">研究方案</Tag>
-                <Tag color="green">CRF</Tag>
-                <Tag color="orange">入排标准</Tag>
-                <Tag color="purple">知情同意</Tag>
-                <Tag color="cyan">伦理审查</Tag>
-                <Tag color="magenta">研究流程</Tag>
-                <Tag>其他</Tag>
-              </Space>
-            </div>
-          </div>
-        </div>
-      ) : (
-        <div>
-          <Alert
-            message="未关联知识库"
-            description="请选择或创建一个知识库，用于存储研究方案、入排标准等文档。"
-            type="warning"
-            showIcon
-            icon={<ExclamationCircleOutlined />}
-          />
+      <div style={{ marginBottom: 16, display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
+        <Text type="secondary">上传研究方案、CRF、入排标准等文档，AI 将基于这些内容辅助质控。</Text>
+        <input
+          type="file"
+          id="kb-file-upload"
+          style={{ display: 'none' }}
+          accept=".pdf,.docx,.doc,.txt,.md,.xlsx,.csv"
+          onChange={(e) => {
+            const f = e.target.files?.[0];
+            if (f) handleUpload(f);
+            e.target.value = '';
+          }}
+        />
+        <Button
+          type="primary"
+          icon={<PlusOutlined />}
+          loading={uploading}
+          onClick={() => document.getElementById('kb-file-upload')?.click()}
+        >
+          {uploading ? `上传中 ${uploadPercent}%` : '上传文档'}
+        </Button>
+      </div>

-          <Title level={5} style={{ marginTop: 24 }}>
-            选择知识库
-          </Title>
+      <Table
+        columns={docColumns}
+        dataSource={documents}
+        rowKey="id"
+        loading={loading}
+        pagination={false}
+        size="small"
+        locale={{ emptyText: '暂无文档，请点击上方按钮上传' }}
+      />
+    </div>
+  );
+};

-          {kbList.length === 0 ? (
-            <Empty description="暂无可用知识库">
-              <Button type="primary" onClick={() => navigate('/admin/system-kb')}>
-                创建知识库
-              </Button>
-            </Empty>
-          ) : (
-            <Select
-              style={{ width: 400 }}
-              placeholder="选择要关联的知识库"
-              loading={linking}
-              onChange={handleLink}
-              options={kbList.map((kb) => ({
-                value: kb.id,
-                label: kb.name,
-              }))}
-            />
-          )}
-        </div>
-      )}
+// ==================== Tab 5: 变量清单 ====================
+
+interface FieldMetadataTabProps {
+  projectId: string;
+}
+
+const FieldMetadataTab: React.FC<FieldMetadataTabProps> = ({ projectId }) => {
+  const [fields, setFields] = useState<any[]>([]);
+  const [forms, setForms] = useState<string[]>([]);
+  const [total, setTotal] = useState(0);
+  const [loading, setLoading] = useState(true);
+  const [formFilter, setFormFilter] = useState<string | undefined>(undefined);
+  const [search, setSearch] = useState('');
+
+  const fetchFields = useCallback(async () => {
+    setLoading(true);
+    try {
+      const resp = await iitProjectApi.getFieldMetadata(projectId, { formName: formFilter, search: search || undefined });
+      setFields(resp.fields);
+      setTotal(resp.total);
+      if (forms.length === 0 && resp.forms) {
+        setForms(resp.forms);
+      }
+    } catch {
+      message.error('加载变量清单失败');
+    } finally {
+      setLoading(false);
+    }
+  }, [projectId, formFilter, search]);
+
+  useEffect(() => {
+    fetchFields();
+  }, [fetchFields]);
+
+  const columns = [
+    {
+      title: '变量名',
+      dataIndex: 'fieldName',
+      key: 'fieldName',
+      width: 180,
+      render: (v: string) => <Text code>{v}</Text>,
+    },
+    {
+      title: '标签',
+      dataIndex: 'fieldLabel',
+      key: 'fieldLabel',
+      ellipsis: true,
+    },
+    {
+      title: '表单',
+      dataIndex: 'formName',
+      key: 'formName',
+      width: 160,
+      render: (v: string) => <Tag>{v}</Tag>,
+    },
+    {
+      title: '类型',
+      dataIndex: 'fieldType',
+      key: 'fieldType',
+      width: 120,
+    },
+    {
+      title: '选项',
+      dataIndex: 'choices',
+      key: 'choices',
+      ellipsis: true,
+      width: 200,
+    },
+    {
+      title: '验证',
+      dataIndex: 'validation',
+      key: 'validation',
+      width: 120,
+      render: (v: string) => v ? <Tag color="blue">{v}</Tag> : '-',
+    },
+  ];
+
+  return (
+    <div>
+      <Space style={{ marginBottom: 16 }}>
+        <Select
+          allowClear
+          placeholder="按表单筛选"
+          style={{ width: 200 }}
+          value={formFilter}
+          onChange={setFormFilter}
+          options={forms.map(f => ({ value: f, label: f }))}
+        />
+        <Input.Search
+          placeholder="搜索变量名或标签"
+          allowClear
+          style={{ width: 250 }}
+          onSearch={setSearch}
+        />
+        <Text type="secondary">共 {total} 个变量</Text>
+      </Space>
+      <Table
+        columns={columns}
+        dataSource={fields}
+        rowKey="id"
+        loading={loading}
+        size="small"
+        pagination={{ pageSize: 50, showSizeChanger: true, showTotal: t => `共 ${t} 条` }}
+        scroll={{ y: 500 }}
+      />
    </div>
  );
 };
--- a/frontend-v2/src/modules/admin/pages/IitProjectListPage.tsx
+++ b/frontend-v2/src/modules/admin/pages/IitProjectListPage.tsx
@@ -12,6 +12,7 @@ import {
  Modal,
  Form,
  Input,
+  Select,
  message,
  Popconfirm,
  Typography,
@@ -19,10 +20,10 @@ import {
  Spin,
  Row,
  Col,
-  Tag,
  Badge,
  Space,
  Alert,
+  Tag,
 } from 'antd';
 import {
  PlusOutlined,
@@ -35,9 +36,11 @@ import {
  DatabaseOutlined,
  TeamOutlined,
  BookOutlined,
+  BankOutlined,
 } from '@ant-design/icons';
 import * as iitProjectApi from '../api/iitProjectApi';
-import type { IitProject, CreateProjectRequest, TestConnectionResult } from '../types/iitProject';
+import type { IitProject, CreateProjectRequest, TestConnectionResult, TenantOption } from '../types/iitProject';
+import { useAuth } from '@/framework/auth/AuthContext';

 const { Title, Text, Paragraph } = Typography;
 const { TextArea } = Input;
@@ -51,18 +54,30 @@ const STATUS_MAP: Record<string, { color: string; text: string }> = {

 const IitProjectListPage: React.FC = () => {
  const navigate = useNavigate();
+  const { user } = useAuth();
  const [projects, setProjects] = useState<IitProject[]>([]);
  const [loading, setLoading] = useState(false);
  const [createModalOpen, setCreateModalOpen] = useState(false);
  const [testingConnection, setTestingConnection] = useState(false);
  const [connectionResult, setConnectionResult] = useState<TestConnectionResult | null>(null);
+  const [tenantOptions, setTenantOptions] = useState<TenantOption[]>([]);
+  const [filterTenantId, setFilterTenantId] = useState<string | undefined>(undefined);
  const [form] = Form.useForm();

+  const isSuperOrOperator = user?.role === 'SUPER_ADMIN' || user?.role === 'IIT_OPERATOR';
+
+  // 加载租户选项
+  useEffect(() => {
+    if (isSuperOrOperator) {
+      iitProjectApi.getTenantOptions().then(setTenantOptions).catch(() => {});
+    }
+  }, [isSuperOrOperator]);
+
  // 加载项目列表
-  const loadProjects = async () => {
+  const loadProjects = async (tenantId?: string) => {
    setLoading(true);
    try {
-      const data = await iitProjectApi.listProjects();
+      const data = await iitProjectApi.listProjects({ tenantId });
      setProjects(data);
    } catch (error) {
      message.error('加载项目列表失败');
@@ -72,8 +87,8 @@ const IitProjectListPage: React.FC = () => {
  };

  useEffect(() => {
-    loadProjects();
-  }, []);
+    loadProjects(filterTenantId);
+  }, [filterTenantId]);

  // 测试连接
  const handleTestConnection = async () => {
@@ -108,7 +123,7 @@ const IitProjectListPage: React.FC = () => {
      setCreateModalOpen(false);
      form.resetFields();
      setConnectionResult(null);
-      loadProjects();
+      loadProjects(filterTenantId);
    } catch (error: unknown) {
      const errorMessage = error instanceof Error ? error.message : '创建项目失败';
      message.error(errorMessage);
@@ -120,7 +135,7 @@ const IitProjectListPage: React.FC = () => {
    try {
      await iitProjectApi.deleteProject(id);
      message.success('删除项目成功');
-      loadProjects();
+      loadProjects(filterTenantId);
    } catch (error) {
      message.error('删除项目失败');
    }
@@ -186,6 +201,15 @@ const IitProjectListPage: React.FC = () => {
              <TeamOutlined style={{ color: '#722ed1' }} />
              <Text type="secondary">用户映射: {project.userMappingCount || 0}</Text>
            </div>
+            {project.tenantName && (
+              <div style={{ display: 'flex', alignItems: 'center', gap: 8 }}>
+                <BankOutlined style={{ color: '#13c2c2' }} />
+                <Text type="secondary">{project.tenantName}</Text>
+              </div>
+            )}
+            {project.isDemo && (
+              <Tag color="warning" style={{ marginTop: 4 }}>体验项目</Tag>
+            )}
            {project.knowledgeBaseId && (
              <div style={{ display: 'flex', alignItems: 'center', gap: 8 }}>
                <BookOutlined style={{ color: '#faad14' }} />
@@ -213,7 +237,17 @@ const IitProjectListPage: React.FC = () => {
          <Text type="secondary">管理临床研究项目的 REDCap 配置、质控规则和用户映射</Text>
        </div>
        <Space>
-          <Button icon={<ReloadOutlined />} onClick={loadProjects} loading={loading}>
+          {isSuperOrOperator && tenantOptions.length > 0 && (
+            <Select
+              allowClear
+              placeholder="按租户筛选"
+              style={{ width: 180 }}
+              value={filterTenantId}
+              onChange={(v) => setFilterTenantId(v)}
+              options={tenantOptions.map(t => ({ value: t.id, label: t.name }))}
+            />
+          )}
+          <Button icon={<ReloadOutlined />} onClick={() => loadProjects(filterTenantId)} loading={loading}>
            刷新
          </Button>
          <Button type="primary" icon={<PlusOutlined />} onClick={() => setCreateModalOpen(true)}>
@@ -270,6 +304,22 @@ const IitProjectListPage: React.FC = () => {
            <TextArea rows={2} placeholder="项目简要描述" />
          </Form.Item>

+          {isSuperOrOperator && tenantOptions.length > 0 && (
+            <Form.Item
+              name="tenantId"
+              label="所属租户"
+              rules={[{ required: true, message: '请选择项目所属租户' }]}
+              extra="选择此项目归属的客户（药企/医院）"
+            >
+              <Select
+                placeholder="请选择租户"
+                options={tenantOptions.map(t => ({ value: t.id, label: `${t.name} (${t.code})` }))}
+                showSearch
+                optionFilterProp="label"
+              />
+            </Form.Item>
+          )}
+
          <Form.Item
            name="redcapUrl"
            label="REDCap URL"
--- a/frontend-v2/src/modules/admin/types/iitProject.ts
+++ b/frontend-v2/src/modules/admin/types/iitProject.ts
@@ -12,6 +12,10 @@ export interface IitProject {
  redcapUrl: string;
  redcapApiToken?: string;
  knowledgeBaseId?: string;
+  tenantId?: string;
+  tenantName?: string;
+  tenantCode?: string;
+  isDemo?: boolean;
  status: string;
  lastSyncAt?: string;
  createdAt: string;
@@ -33,6 +37,14 @@ export interface CreateProjectRequest {
  redcapProjectId: string;
  redcapApiToken: string;
  knowledgeBaseId?: string;
+  tenantId?: string;
+}
+
+export interface TenantOption {
+  id: string;
+  code: string;
+  name: string;
+  type: string;
 }

 export interface UpdateProjectRequest {
@@ -43,6 +55,7 @@ export interface UpdateProjectRequest {
  redcapApiToken?: string;
  knowledgeBaseId?: string;
  status?: string;
+  isDemo?: boolean;
 }

 export interface TestConnectionRequest {
@@ -94,22 +107,31 @@ export interface IitUserMapping {
  systemUserId: string;
  redcapUsername: string;
  wecomUserId?: string;
+  userId?: string;
  role: string;
  createdAt: string;
  updatedAt: string;
+  user?: {
+    id: string;
+    name: string;
+    phone: string;
+    email?: string;
+  };
 }

 export interface CreateUserMappingRequest {
-  systemUserId: string;
-  redcapUsername: string;
+  systemUserId?: string;
+  redcapUsername?: string;
  wecomUserId?: string;
-  role: string;
+  userId?: string;
+  role?: string;
 }

 export interface UpdateUserMappingRequest {
  systemUserId?: string;
  redcapUsername?: string;
  wecomUserId?: string;
+  userId?: string;
  role?: string;
 }

--- a/frontend-v2/src/modules/admin/types/user.ts
+++ b/frontend-v2/src/modules/admin/types/user.ts
@@ -9,6 +9,7 @@ export type UserRole =
  | 'HOSPITAL_ADMIN' 
  | 'PHARMA_ADMIN' 
  | 'DEPARTMENT_ADMIN' 
+  | 'IIT_OPERATOR'
  | 'USER';

 // 租户类型
@@ -173,6 +174,7 @@ export const ROLE_DISPLAY_NAMES: Record<UserRole, string> = {
  HOSPITAL_ADMIN: '医院管理员',
  PHARMA_ADMIN: '药企管理员',
  DEPARTMENT_ADMIN: '科室主任',
+  IIT_OPERATOR: 'IIT项目运营',
  USER: '普通用户',
 };

@@ -183,6 +185,7 @@ export const ROLE_COLORS: Record<UserRole, string> = {
  HOSPITAL_ADMIN: 'blue',
  PHARMA_ADMIN: 'green',
  DEPARTMENT_ADMIN: 'orange',
+  IIT_OPERATOR: 'cyan',
  USER: 'default',
 };

--- a/frontend-v2/src/modules/aia/styles/chat-workspace.css
+++ b/frontend-v2/src/modules/aia/styles/chat-workspace.css
@@ -959,9 +959,7 @@
  border: none;
  border-top: 1px solid #E5E7EB;
  margin: 12px 0;
-}
-
-.message-bubble .markdown-content h1,
+}.message-bubble .markdown-content h1,
 .message-bubble .markdown-content h2,
 .message-bubble .markdown-content h3 {
  margin: 16px 0 8px 0;
@@ -1008,4 +1006,4 @@
  border-radius: 4px;
  font-family: 'Monaco', 'Consolas', 'Courier New', monospace;
  font-size: 0.9em;
-}
+}
--- a/frontend-v2/src/modules/iit/IitLayout.tsx
+++ b/frontend-v2/src/modules/iit/IitLayout.tsx
@@ -1,6 +1,6 @@
 import React, { Suspense } from 'react';
 import { Outlet, useNavigate, useLocation } from 'react-router-dom';
-import { Layout, Menu, Spin, Tag } from 'antd';
+import { Layout, Menu, Spin, Tag, Select, Alert, Button, Result } from 'antd';
 import {
  DashboardOutlined,
  ThunderboltOutlined,
@@ -8,8 +8,10 @@ import {
  AlertOutlined,
  LinkOutlined,
  MessageOutlined,
+  ExperimentOutlined,
 } from '@ant-design/icons';
 import type { MenuProps } from 'antd';
+import { IitProjectProvider, useIitProject } from './context/IitProjectContext';

 const { Sider, Content, Header } = Layout;

@@ -67,9 +69,83 @@ const viewTitles: Record<string, string> = {
  reports: '报告与关键事件',
 };

-const IitLayout: React.FC = () => {
+const ProjectSelector: React.FC = () => {
+  const { project, projects, loading, switchProject, isDemo } = useIitProject();
+
+  if (loading) {
+    return (
+      <div style={{ padding: 16 }}>
+        <Spin size="small" />
+      </div>
+    );
+  }
+
+  if (projects.length === 0) {
+    return null;
+  }
+
+  if (projects.length === 1) {
+    return (
+      <div style={{ padding: 16 }}>
+        <div style={{ fontSize: 10, fontWeight: 700, color: '#64748b', textTransform: 'uppercase', letterSpacing: 1, marginBottom: 8 }}>
+          {isDemo ? '体验项目' : '当前监控项目'}
+        </div>
+        <div style={{ background: '#1e293b', borderRadius: 8, padding: 12, border: isDemo ? '1px solid #d48806' : '1px solid #334155' }}>
+          <div style={{ fontSize: 14, fontWeight: 700, color: '#fff', marginBottom: 4, display: 'flex', alignItems: 'center', gap: 6 }}>
+            {isDemo && <ExperimentOutlined style={{ color: '#faad14' }} />}
+            {project?.name}
+          </div>
+          <div style={{ fontSize: 12, color: '#94a3b8' }}>{project?.description || project?.id}</div>
+        </div>
+      </div>
+    );
+  }
+
+  return (
+    <div style={{ padding: 16 }}>
+      <div style={{ fontSize: 10, fontWeight: 700, color: '#64748b', textTransform: 'uppercase', letterSpacing: 1, marginBottom: 8 }}>
+        当前监控项目
+      </div>
+      <Select
+        value={project?.id}
+        onChange={switchProject}
+        style={{ width: '100%' }}
+        popupMatchSelectWidth={false}
+        options={projects.map(p => ({
+          value: p.id,
+          label: `${p.isDemo ? '[体验] ' : ''}${p.name}${p.description ? ' / ' + p.description : ''}`,
+        }))}
+      />
+    </div>
+  );
+};
+
+const NoProjectPage: React.FC = () => (
+  <div style={{
+    display: 'flex',
+    justifyContent: 'center',
+    alignItems: 'center',
+    height: '100vh',
+    background: '#f8fafc',
+    padding: 24,
+  }}>
+    <Result
+      icon={<ThunderboltOutlined style={{ color: '#3b82f6', fontSize: 64 }} />}
+      title="CRA 智能质控平台"
+      subTitle="您尚未加入任何 IIT 项目，也暂无可体验的演示项目。请联系项目管理员将您添加到相关项目中。"
+      extra={
+        <Button type="primary" onClick={() => window.history.back()}>
+          返回首页
+        </Button>
+      }
+    />
+  </div>
+);
+
+const IitInnerLayout: React.FC = () => {
  const navigate = useNavigate();
  const location = useLocation();
+  const { projects, loading, error, isDemo } = useIitProject();

  const pathSegments = location.pathname.split('/');
  const currentView = pathSegments[pathSegments.length - 1] || 'dashboard';
@@ -79,6 +155,18 @@ const IitLayout: React.FC = () => {
    navigate(`/iit/${key}`);
  };

+  if (loading) {
+    return (
+      <div style={{ display: 'flex', justifyContent: 'center', alignItems: 'center', height: '100vh', background: '#f8fafc' }}>
+        <Spin size="large" tip="正在加载项目信息..." />
+      </div>
+    );
+  }
+
+  if (error || projects.length === 0) {
+    return <NoProjectPage />;
+  }
+
  return (
    <Layout style={{ height: '100%', background: '#f8fafc' }}>
      <Sider
@@ -89,7 +177,6 @@ const IitLayout: React.FC = () => {
          overflow: 'auto',
        }}
      >
-        {/* Logo / 系统标题 */}
        <div style={{
          height: 64,
          display: 'flex',
@@ -104,23 +191,8 @@ const IitLayout: React.FC = () => {
          </span>
        </div>

-        {/* 当前项目信息 */}
-        <div style={{ padding: 16 }}>
-          <div style={{ fontSize: 10, fontWeight: 700, color: '#64748b', textTransform: 'uppercase', letterSpacing: 1, marginBottom: 8 }}>
-            当前监控项目
-          </div>
-          <div style={{
-            background: '#1e293b',
-            borderRadius: 8,
-            padding: 12,
-            border: '1px solid #334155',
-          }}>
-            <div style={{ fontSize: 14, fontWeight: 700, color: '#fff', marginBottom: 4 }}>IIT-2026-001</div>
-            <div style={{ fontSize: 12, color: '#94a3b8' }}>非小细胞肺癌真实世界研究</div>
-          </div>
-        </div>
+        <ProjectSelector />

-        {/* 导航菜单 */}
        <Menu
          mode="inline"
          theme="dark"
@@ -134,7 +206,6 @@ const IitLayout: React.FC = () => {
          }}
        />

-        {/* 底部：连接状态 */}
        <div style={{
          padding: '12px 16px',
          borderTop: '1px solid #1e293b',
@@ -151,7 +222,6 @@ const IitLayout: React.FC = () => {
      </Sider>

      <Layout>
-        {/* 顶部标题栏 */}
        <Header style={{
          background: '#fff',
          borderBottom: '1px solid #e2e8f0',
@@ -166,11 +236,23 @@ const IitLayout: React.FC = () => {
            {headerTitle}
          </h1>
          <div style={{ display: 'flex', alignItems: 'center', gap: 12 }}>
+            {isDemo && (
+              <Tag icon={<ExperimentOutlined />} color="warning">体验模式</Tag>
+            )}
            <Tag icon={<LinkOutlined />} color="processing">EDC 实时直连中</Tag>
          </div>
        </Header>

-        {/* 主内容区 */}
+        {isDemo && (
+          <Alert
+            message="您当前正在体验演示项目，数据仅供参考。如需正式使用，请联系项目管理员将您添加到实际项目中。"
+            type="info"
+            showIcon
+            closable
+            banner
+          />
+        )}
+
        <Content style={{
          overflow: 'auto',
          padding: 24,
@@ -189,4 +271,10 @@ const IitLayout: React.FC = () => {
  );
 };

+const IitLayout: React.FC = () => (
+  <IitProjectProvider>
+    <IitInnerLayout />
+  </IitProjectProvider>
+);
+
 export default IitLayout;
--- a/frontend-v2/src/modules/iit/context/IitProjectContext.tsx
+++ b/frontend-v2/src/modules/iit/context/IitProjectContext.tsx
@@ -0,0 +1,106 @@
+import React, { createContext, useContext, useState, useEffect, useCallback } from 'react';
+import apiClient from '@/common/api/axios';
+
+const STORAGE_KEY = 'iit_selected_project_id';
+
+export interface MyProject {
+  id: string;
+  name: string;
+  description?: string;
+  status: string;
+  redcapProjectId?: string;
+  createdAt?: string;
+  myRole?: string;
+  isDemo?: boolean;
+}
+
+interface IitProjectContextValue {
+  projectId: string;
+  project: MyProject | null;
+  projects: MyProject[];
+  myRole: string | null;
+  isDemo: boolean;
+  loading: boolean;
+  error: string | null;
+  switchProject: (id: string) => void;
+}
+
+const IitProjectContext = createContext<IitProjectContextValue | null>(null);
+
+async function fetchMyProjects(): Promise<MyProject[]> {
+  try {
+    const resp = await apiClient.get('/api/v1/iit/my-projects');
+    return resp.data.data || [];
+  } catch {
+    return [];
+  }
+}
+
+export const IitProjectProvider: React.FC<{ children: React.ReactNode }> = ({ children }) => {
+  const [projects, setProjects] = useState<MyProject[]>([]);
+  const [selectedId, setSelectedId] = useState<string>('');
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+
+  const fetchProjects = useCallback(async () => {
+    setLoading(true);
+    setError(null);
+    try {
+      const all: MyProject[] = await fetchMyProjects();
+      setProjects(all);
+
+      if (all.length === 0) {
+        setSelectedId('');
+        return;
+      }
+
+      const saved = localStorage.getItem(STORAGE_KEY);
+      const savedValid = saved && all.some(p => p.id === saved);
+      const initial = savedValid ? saved! : all[0].id;
+      setSelectedId(initial);
+      localStorage.setItem(STORAGE_KEY, initial);
+    } catch (e: any) {
+      setError(e?.message || '获取项目列表失败');
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    fetchProjects();
+  }, [fetchProjects]);
+
+  const switchProject = useCallback((id: string) => {
+    if (projects.some(p => p.id === id)) {
+      setSelectedId(id);
+      localStorage.setItem(STORAGE_KEY, id);
+    }
+  }, [projects]);
+
+  const project = projects.find(p => p.id === selectedId) || null;
+  const myRole = project?.myRole || null;
+  const isDemo = project?.isDemo === true;
+
+  return (
+    <IitProjectContext.Provider value={{
+      projectId: selectedId,
+      project,
+      projects,
+      myRole,
+      isDemo,
+      loading,
+      error,
+      switchProject,
+    }}>
+      {children}
+    </IitProjectContext.Provider>
+  );
+};
+
+export function useIitProject(): IitProjectContextValue {
+  const ctx = useContext(IitProjectContext);
+  if (!ctx) {
+    throw new Error('useIitProject must be used within IitProjectProvider');
+  }
+  return ctx;
+}
--- a/frontend-v2/src/modules/iit/pages/AiChatPage.tsx
+++ b/frontend-v2/src/modules/iit/pages/AiChatPage.tsx
@@ -6,9 +6,32 @@ import {
  UserOutlined,
  ThunderboltOutlined,
 } from '@ant-design/icons';
+import ReactMarkdown from 'react-markdown';
+import remarkGfm from 'remark-gfm';
+import { useIitProject } from '../context/IitProjectContext';

 const { Text } = Typography;

+/** 过滤 AI 回复中泄漏的 DSML / XML 工具调用标签（关键词检测） */
+function stripToolCallXml(text: string): string {
+  if (text.includes('DSML')) {
+    const dsmlIdx = text.indexOf('DSML');
+    let cutStart = text.lastIndexOf('<', dsmlIdx);
+    if (cutStart === -1) cutStart = dsmlIdx;
+    const before = text.substring(0, cutStart).trim();
+    const lastClose = text.lastIndexOf('>');
+    const after = lastClose > dsmlIdx ? text.substring(lastClose + 1).trim() : '';
+    return (before + (after ? '\n' + after : '')).trim();
+  }
+  if (text.includes('function_calls')) {
+    const idx = text.indexOf('function_calls');
+    let cutStart = text.lastIndexOf('<', idx);
+    if (cutStart === -1) cutStart = idx;
+    return text.substring(0, cutStart).trim();
+  }
+  return text;
+}
+
 interface ChatMessage {
  id: string;
  role: 'user' | 'assistant';
@@ -25,6 +48,7 @@ const WELCOME_SUGGESTIONS = [
 ];

 const AiChatPage: React.FC = () => {
+  const { projectId } = useIitProject();
  const [messages, setMessages] = useState<ChatMessage[]>([]);
  const [input, setInput] = useState('');
  const [loading, setLoading] = useState(false);
@@ -56,7 +80,7 @@ const AiChatPage: React.FC = () => {
      const resp = await fetch('/api/v1/iit/chat', {
        method: 'POST',
        headers: { 'Content-Type': 'application/json' },
-        body: JSON.stringify({ message: text.trim() }),
+        body: JSON.stringify({ message: text.trim(), projectId }),
      });

      const data = await resp.json();
@@ -135,11 +159,18 @@ const AiChatPage: React.FC = () => {
                  background: msg.role === 'user' ? '#3b82f6' : '#f1f5f9',
                  color: msg.role === 'user' ? '#fff' : '#1e293b',
                  lineHeight: 1.6,
-                  whiteSpace: 'pre-wrap',
                  wordBreak: 'break-word',
                }}
              >
-                {msg.content}
+                {msg.role === 'assistant' ? (
+                  <div className="chat-md-content">
+                    <ReactMarkdown remarkPlugins={[remarkGfm]}>
+                      {stripToolCallXml(msg.content)}
+                    </ReactMarkdown>
+                  </div>
+                ) : (
+                  <span style={{ whiteSpace: 'pre-wrap' }}>{msg.content}</span>
+                )}
                {msg.role === 'assistant' && msg.duration && (
                  <div style={{ fontSize: 11, color: '#94a3b8', marginTop: 6 }}>
                    耗时 {(msg.duration / 1000).toFixed(1)}s
--- a/frontend-v2/src/modules/iit/pages/AiStreamPage.tsx
+++ b/frontend-v2/src/modules/iit/pages/AiStreamPage.tsx
@@ -5,7 +5,6 @@
 */

 import React, { useState, useEffect, useCallback } from 'react';
-import { useSearchParams } from 'react-router-dom';
 import {
  Card,
  Timeline,
@@ -31,6 +30,7 @@ import {
 } from '@ant-design/icons';
 import * as iitProjectApi from '../api/iitProjectApi';
 import type { TimelineItem } from '../api/iitProjectApi';
+import { useIitProject } from '../context/IitProjectContext';

 const { Text } = Typography;

@@ -48,8 +48,7 @@ const TRIGGER_TAG: Record<string, { color: string; label: string }> = {
 };

 const AiStreamPage: React.FC = () => {
-  const [searchParams] = useSearchParams();
-  const projectId = searchParams.get('projectId') || '';
+  const { projectId } = useIitProject();

  const [items, setItems] = useState<TimelineItem[]>([]);
  const [total, setTotal] = useState(0);
@@ -82,10 +81,6 @@ const AiStreamPage: React.FC = () => {
    fetchData();
  };

-  if (!projectId) {
-    return <div style={{ padding: 24 }}><Empty description="请先选择一个项目" /></div>;
-  }
-
  const timelineItems = items.map((item) => {
    const dotCfg = STATUS_DOT[item.status] || { color: 'gray', icon: <ClockCircleOutlined /> };
    const triggerCfg = TRIGGER_TAG[item.triggeredBy] || { color: 'default', label: item.triggeredBy };
--- a/frontend-v2/src/modules/iit/pages/DashboardPage.tsx
+++ b/frontend-v2/src/modules/iit/pages/DashboardPage.tsx
@@ -5,7 +5,7 @@
 */

 import React, { useState, useEffect, useCallback } from 'react';
-import { useSearchParams, useNavigate } from 'react-router-dom';
+import { useNavigate } from 'react-router-dom';
 import {
  Card,
  Row,
@@ -31,13 +31,13 @@ import {
  FileSearchOutlined,
 } from '@ant-design/icons';
 import * as iitProjectApi from '../api/iitProjectApi';
+import { useIitProject } from '../context/IitProjectContext';

 const { Text, Title } = Typography;

 const DashboardPage: React.FC = () => {
-  const [searchParams] = useSearchParams();
  const navigate = useNavigate();
-  const projectId = searchParams.get('projectId') || '';
+  const { projectId } = useIitProject();

  const [stats, setStats] = useState<any>(null);
  const [heatmap, setHeatmap] = useState<any>(null);
@@ -79,10 +79,6 @@ const DashboardPage: React.FC = () => {
  const healthColor = healthScore >= 80 ? '#52c41a' : healthScore >= 60 ? '#faad14' : '#ff4d4f';
  const healthLabel = healthScore >= 80 ? '良好' : healthScore >= 60 ? '需关注' : '风险';

-  if (!projectId) {
-    return <div style={{ padding: 24 }}><Empty description="请先选择一个项目" /></div>;
-  }
-
  return (
    <div>
      {/* Health Score */}
--- a/frontend-v2/src/modules/iit/pages/EQueryPage.tsx
+++ b/frontend-v2/src/modules/iit/pages/EQueryPage.tsx
@@ -5,7 +5,6 @@
 */

 import React, { useState, useEffect, useCallback } from 'react';
-import { useSearchParams } from 'react-router-dom';
 import {
  Card,
  Table,
@@ -36,6 +35,7 @@ import {
 import type { ColumnsType } from 'antd/es/table';
 import * as iitProjectApi from '../api/iitProjectApi';
 import type { Equery, EqueryStats } from '../api/iitProjectApi';
+import { useIitProject } from '../context/IitProjectContext';

 const { Text, Paragraph } = Typography;
 const { TextArea } = Input;
@@ -55,8 +55,7 @@ const SEVERITY_CONFIG: Record<string, { color: string; label: string }> = {
 };

 const EQueryPage: React.FC = () => {
-  const [searchParams] = useSearchParams();
-  const projectId = searchParams.get('projectId') || '';
+  const { projectId } = useIitProject();

  const [equeries, setEqueries] = useState<Equery[]>([]);
  const [total, setTotal] = useState(0);
@@ -217,14 +216,6 @@ const EQueryPage: React.FC = () => {
    },
  ];

-  if (!projectId) {
-    return (
-      <div style={{ padding: 24 }}>
-        <Empty description="请先选择一个项目" />
-      </div>
-    );
-  }
-
  return (
    <div>
      {/* Stats */}
--- a/frontend-v2/src/modules/iit/pages/ReportsPage.tsx
+++ b/frontend-v2/src/modules/iit/pages/ReportsPage.tsx
@@ -5,7 +5,6 @@
 */

 import React, { useState, useEffect, useCallback } from 'react';
-import { useSearchParams } from 'react-router-dom';
 import {
  Card,
  Table,
@@ -34,12 +33,12 @@ import {
 } from '@ant-design/icons';
 import * as iitProjectApi from '../api/iitProjectApi';
 import type { QcReport, CriticalEvent } from '../api/iitProjectApi';
+import { useIitProject } from '../context/IitProjectContext';

 const { Text, Title } = Typography;

 const ReportsPage: React.FC = () => {
-  const [searchParams] = useSearchParams();
-  const projectId = searchParams.get('projectId') || '';
+  const { projectId } = useIitProject();

  const [report, setReport] = useState<QcReport | null>(null);
  const [loading, setLoading] = useState(false);
@@ -87,10 +86,6 @@ const ReportsPage: React.FC = () => {
    }
  };

-  if (!projectId) {
-    return <div style={{ padding: 24 }}><Empty description="请先选择一个项目" /></div>;
-  }
-
  if (!report && !loading) {
    return (
      <div style={{ padding: 24, textAlign: 'center' }}>
--- a/frontend-v2/src/modules/legacy/LegacySystemPage.tsx
+++ b/frontend-v2/src/modules/legacy/LegacySystemPage.tsx
@@ -51,7 +51,7 @@ const LegacySystemPage: React.FC<LegacySystemPageProps> = ({ targetUrl }) => {
      authDoneRef.current = true
      setStatus('ready')
    } catch (err: any) {
-      const msg = err?.response?.data?.message || err?.message || '旧系统认证失败'
+      const msg = err?.response?.data?.message || err?.message || '服务连接失败，请稍后重试'
      setErrorMsg(msg)
      setStatus('error')
      message.error(msg)
@@ -66,7 +66,7 @@ const LegacySystemPage: React.FC<LegacySystemPageProps> = ({ targetUrl }) => {
    return (
      <div style={{ display: 'flex', flexDirection: 'column', alignItems: 'center', justifyContent: 'center', height: '100%', gap: 16 }}>
        <Spin indicator={<LoadingOutlined style={{ fontSize: 36 }} spin />} />
-        <span style={{ color: '#666' }}>正在连接旧系统...</span>
+        <span style={{ color: '#666' }}>正在加载...</span>
      </div>
    )
  }
@@ -96,7 +96,7 @@ const LegacySystemPage: React.FC<LegacySystemPageProps> = ({ targetUrl }) => {
        border: 'none',
        display: 'block',
      }}
-      title="旧系统"
+      title="模块加载"
    />
  )
 }