feat(iit): V3.2 data consistency + project isolation + admin config redesign + Chinese labels

Summary: - Refactor timeline API to read from qc_field_status (SSOT) instead of qc_logs - Add field-issues paginated API with severity/dimension/recordId filters - Add LEFT JOIN field_metadata + qc_event_status for Chinese display names - Implement per-project ChatOrchestrator cache and SessionMemory isolation - Redesign admin IIT config tabs (REDCap -> Fields -> KB -> Rules -> Members) - Add AI-powered QC rule generation (D3 programmatic + D1/D5/D6 LLM-based) - Add clickable warning/critical detail Modal in ReportsPage - Auto-dispatch eQuery after batch QC via DailyQcOrchestrator - Update module status documentation to v3.2 Backend changes: - iitQcCockpitController: rewrite getTimeline from qc_field_status, add getFieldIssues - iitQcCockpitRoutes: add field-issues route - ChatOrchestrator: per-projectId cached instances - SessionMemory: keyed by userId::projectId - WechatCallbackController: resolve projectId from iitUserMapping - iitRuleSuggestionService: dimension-based suggest + generateD3Rules - iitBatchController: call DailyQcOrchestrator after batch QC Frontend changes: - AiStreamPage: adapt to new timeline structure with dimension tags - ReportsPage: clickable stats cards with issue detail Modal - IitProjectDetailPage: reorder tabs, add AI rule generation UI - iitProjectApi: add TimelineIssue, FieldIssueItem types and APIs Status: TypeScript compilation verified, no new lint errors Made-with: Cursor
2026-03-02 14:29:59 +08:00
parent 72928d3116
commit 71d32d11ee
38 changed files with 1597 additions and 546 deletions
--- a/backend/prisma/seed.ts
+++ b/backend/prisma/seed.ts
@@ -40,7 +40,7 @@ async function main() {
  console.log(`   ✅ 内部租户创建成功: ${internalTenant.name}`);

  // 为内部租户开放所有模块（超级管理员完整权限）
-  const internalModules = ['AIA', 'ASL', 'PKB', 'DC', 'SSA', 'ST', 'RVW', 'IIT'];
+  const internalModules = ['AIA', 'ASL', 'PKB', 'DC', 'SSA', 'ST', 'RVW', 'IIT', 'RM', 'AIA_PROTOCOL'];
  for (const moduleCode of internalModules) {
    await prisma.tenant_modules.upsert({
      where: { tenant_id_module_code: { tenant_id: internalTenant.id, module_code: moduleCode } },
--- a/backend/prompts/review_editorial_system.txt
+++ b/backend/prompts/review_editorial_system.txt
@@ -1,4 +1,4 @@
-你是一位专业的医学期刊编辑，负责评估稿件的规范性。你将严格按照中华医学超声杂志的稿约标准对稿件进行评估。
+你是一位专业的医学期刊编辑，负责评估稿件的规范性。你将严格按照中华脑血管病杂志的稿约标准对稿件进行评估。

 【你的职责】
 1. 仔细阅读稿件的每个部分
--- a/backend/scripts/seed-modules.js
+++ b/backend/scripts/seed-modules.js
@@ -43,7 +43,7 @@ const MODULES = [
  },
  {
    code: 'IIT',
-    name: 'IIT管理',
+    name: 'CRA质控',
    description: 'IIT项目管理系统，支持REDCap集成和项目协作',
    icon: 'ProjectOutlined',
    is_active: true,
@@ -73,6 +73,22 @@ const MODULES = [
    is_active: true,
    sort_order: 8,
  },
+  {
+    code: 'RM',
+    name: '研究管理',
+    description: '研究项目管理系统，支持项目全流程管理',
+    icon: 'ProjectOutlined',
+    is_active: true,
+    sort_order: 9,
+  },
+  {
+    code: 'AIA_PROTOCOL',
+    name: '全流程研究方案制定',
+    description: 'AI问答模块内的Protocol Agent功能，可按用户/租户独立配置开关',
+    icon: 'ExperimentOutlined',
+    is_active: true,
+    sort_order: 100,
+  },
 ];

 async function main() {
--- a/backend/src/common/auth/auth.middleware.ts
+++ b/backend/src/common/auth/auth.middleware.ts
@@ -14,6 +14,7 @@ import { jwtService } from './jwt.service.js';
 import type { DecodedToken } from './jwt.service.js';
 import { logger } from '../logging/index.js';
 import { moduleService } from './module.service.js';
+import { cache } from '../cache/index.js';

 /**
 * 扩展 Fastify Request 类型
@@ -71,6 +72,15 @@ export const authenticate: preHandlerHookHandler = async (
    // 2. 验证 Token
    const decoded = jwtService.verifyToken(token);

+    // 2.5 验证 token 版本号（单设备登录：新登录会踢掉旧会话）
+    if (decoded.tokenVersion !== undefined) {
+      const tokenVersionKey = `token_version:${decoded.userId}`;
+      const currentVersion = await cache.get<number>(tokenVersionKey);
+      if (currentVersion !== null && decoded.tokenVersion < currentVersion) {
+        throw new AuthenticationError('您的账号已在其他设备登录，当前会话已失效');
+      }
+    }
+
    // 3. 注入用户信息
    request.user = decoded;

--- a/backend/src/common/auth/auth.service.ts
+++ b/backend/src/common/auth/auth.service.ts
@@ -13,6 +13,7 @@ import { prisma } from '../../config/database.js';
 import { jwtService } from './jwt.service.js';
 import type { JWTPayload, TokenResponse } from './jwt.service.js';
 import { logger } from '../logging/index.js';
+import { cache } from '../cache/index.js';

 /**
 * 登录请求 - 密码方式
@@ -115,7 +116,13 @@ export class AuthService {
    const permissions = await this.getUserPermissions(user.role);
    const modules = await this.getUserModules(user.id);

-    // 5. 生成 JWT
+    // 4.5 递增 token 版本号（实现单设备登录，踢掉旧会话）
+    const tokenVersionKey = `token_version:${user.id}`;
+    const currentVersion = await cache.get<number>(tokenVersionKey) || 0;
+    const newVersion = currentVersion + 1;
+    await cache.set(tokenVersionKey, newVersion, 30 * 24 * 60 * 60); // 30天有效
+
+    // 5. 生成 JWT（包含 token 版本号）
    const jwtPayload: JWTPayload = {
      userId: user.id,
      phone: user.phone,
@@ -123,6 +130,7 @@ export class AuthService {
      tenantId: user.tenant_id,
      tenantCode: user.tenants?.code,
      isDefaultPassword: user.is_default_password,
+      tokenVersion: newVersion,
    };

    const tokens = jwtService.generateTokens(jwtPayload);
@@ -139,6 +147,7 @@ export class AuthService {
      role: user.role,
      tenantId: user.tenant_id,
      modules: modules.length,
+      tokenVersion: newVersion,
    });

    return {
@@ -214,7 +223,13 @@ export class AuthService {
    const permissions = await this.getUserPermissions(user.role);
    const modules = await this.getUserModules(user.id);

-    // 6. 生成 JWT
+    // 5.5 递增 token 版本号（实现单设备登录，踢掉旧会话）
+    const tokenVersionKey = `token_version:${user.id}`;
+    const currentVersion = await cache.get<number>(tokenVersionKey) || 0;
+    const newVersion = currentVersion + 1;
+    await cache.set(tokenVersionKey, newVersion, 30 * 24 * 60 * 60);
+
+    // 6. 生成 JWT（包含 token 版本号）
    const jwtPayload: JWTPayload = {
      userId: user.id,
      phone: user.phone,
@@ -222,6 +237,7 @@ export class AuthService {
      tenantId: user.tenant_id,
      tenantCode: user.tenants?.code,
      isDefaultPassword: user.is_default_password,
+      tokenVersion: newVersion,
    };

    const tokens = jwtService.generateTokens(jwtPayload);
@@ -231,6 +247,7 @@ export class AuthService {
      phone: user.phone,
      role: user.role,
      modules: modules.length,
+      tokenVersion: newVersion,
    });

    return {
@@ -431,6 +448,10 @@ export class AuthService {
        return null;
      }

+      // 获取当前 token 版本号（单设备登录校验）
+      const tokenVersionKey = `token_version:${user.id}`;
+      const currentVersion = await cache.get<number>(tokenVersionKey) || 0;
+
      return {
        userId: user.id,
        phone: user.phone,
@@ -438,6 +459,7 @@ export class AuthService {
        tenantId: user.tenant_id,
        tenantCode: user.tenants?.code,
        isDefaultPassword: user.is_default_password,
+        tokenVersion: currentVersion,
      };
    });
  }
--- a/backend/src/common/auth/jwt.service.ts
+++ b/backend/src/common/auth/jwt.service.ts
@@ -28,6 +28,8 @@ export interface JWTPayload {
  tenantCode?: string;
  /** 是否为默认密码 */
  isDefaultPassword?: boolean;
+  /** Token版本号（用于单点登录踢人） */
+  tokenVersion?: number;
 }

 /**
@@ -83,10 +85,10 @@ export class JWTService {
   * 生成 Refresh Token
   */
  generateRefreshToken(payload: JWTPayload): string {
-    // Refresh Token 只包含必要信息
    const refreshPayload = {
      userId: payload.userId,
      type: 'refresh',
+      tokenVersion: payload.tokenVersion,
    };

    const options: SignOptions = {
@@ -144,12 +146,19 @@ export class JWTService {
      throw new Error('无效的Refresh Token');
    }

-    // 获取用户最新信息
+    // 获取用户最新信息（包含当前 tokenVersion）
    const user = await getUserById(decoded.userId);
    if (!user) {
      throw new Error('用户不存在');
    }

+    // 验证 token 版本号（踢人检查）
+    const refreshTokenVersion = (decoded as any).tokenVersion;
+    if (refreshTokenVersion !== undefined && user.tokenVersion !== undefined
+      && refreshTokenVersion < user.tokenVersion) {
+      throw new Error('您的账号已在其他设备登录，当前会话已失效');
+    }
+
    // 生成新的 Tokens
    return this.generateTokens(user);
  }
--- a/backend/src/common/auth/module.service.ts
+++ b/backend/src/common/auth/module.service.ts
@@ -152,8 +152,52 @@ class ModuleService {
        });
      });

-      // 6. 合并所有模块（去重）
-      const moduleSet = new Set(tenantModulesData.map(tm => tm.module_code));
+      // 5.5 查询用户级别的模块权限（精细化控制）
+      const userModulesData = await prisma.user_modules.findMany({
+        where: {
+          user_id: userId,
+          tenant_id: { in: tenantIds },
+        },
+        select: {
+          tenant_id: true,
+          module_code: true,
+          is_enabled: true,
+        },
+      });
+
+      // 按租户分组 user_modules
+      const userModulesByTenant = new Map<string, Map<string, boolean>>();
+      for (const um of userModulesData) {
+        if (!userModulesByTenant.has(um.tenant_id)) {
+          userModulesByTenant.set(um.tenant_id, new Map());
+        }
+        userModulesByTenant.get(um.tenant_id)!.set(um.module_code, um.is_enabled);
+      }
+
+      // 6. 合并所有模块（去重），尊重 user_modules 精细化配置
+      const moduleSet = new Set<string>();
+
+      for (const tm of tenantModulesData) {
+        const userModulesForTenant = userModulesByTenant.get(tm.tenant_id);
+        if (userModulesForTenant && userModulesForTenant.size > 0) {
+          const isEnabled = userModulesForTenant.get(tm.module_code);
+          if (isEnabled) {
+            moduleSet.add(tm.module_code);
+          }
+        } else {
+          moduleSet.add(tm.module_code);
+        }
+      }
+
+      // 6.5 补充用户级独立配置的模块（如 AIA_PROTOCOL，租户未订阅但用户单独开通）
+      for (const [, userModuleMap] of userModulesByTenant) {
+        for (const [moduleCode, isEnabled] of userModuleMap) {
+          if (isEnabled) {
+            moduleSet.add(moduleCode);
+          }
+        }
+      }
+
      const allModuleCodes = Array.from(moduleSet);

      // 7. 获取模块详细信息
--- a/backend/src/modules/admin/iit-projects/iitBatchController.ts
+++ b/backend/src/modules/admin/iit-projects/iitBatchController.ts
@@ -19,6 +19,7 @@ import { RedcapAdapter } from '../../iit-manager/adapters/RedcapAdapter.js';
 import { createSkillRunner } from '../../iit-manager/engines/SkillRunner.js';
 import { QcExecutor } from '../../iit-manager/engines/QcExecutor.js';
 import { QcReportService } from '../../iit-manager/services/QcReportService.js';
+import { dailyQcOrchestrator } from '../../iit-manager/services/DailyQcOrchestrator.js';

 const prisma = new PrismaClient();

@@ -63,12 +64,22 @@ export class IitBatchController {
      const { totalRecords, totalEvents, passed, failed, warnings, fieldStatusWrites, executionTimeMs } = batchResult;
      const passRate = totalEvents > 0 ? `${((passed / totalEvents) * 100).toFixed(1)}%` : '0%';

-      // 自动刷新 QcReport 缓存，使业务端立即看到最新数据
+      // 编排后续动作：生成报告 + 创建 eQuery + 归档关键事件 + 推送通知
+      let equeriesCreated = 0;
+      try {
+        const orchResult = await dailyQcOrchestrator.orchestrate(projectId);
+        equeriesCreated = orchResult.equeriesCreated;
+        logger.info('[V3.1] Orchestration completed after batch QC', {
+          projectId,
+          equeriesCreated: orchResult.equeriesCreated,
+          criticalEventsArchived: orchResult.criticalEventsArchived,
+        });
+      } catch (orchErr: any) {
+        logger.warn('[V3.1] Orchestration failed (non-blocking)', { projectId, error: orchErr.message });
+        // fallback: at least refresh report cache
        try {
          await QcReportService.refreshReport(projectId);
-        logger.info('[V3.1] QcReport cache refreshed after batch QC', { projectId });
-      } catch (reportErr: any) {
-        logger.warn('[V3.1] QcReport refresh failed (non-blocking)', { projectId, error: reportErr.message });
+        } catch { /* ignore */ }
      }

      const durationMs = Date.now() - startTime;
@@ -87,6 +98,7 @@ export class IitBatchController {
          warnings,
          fieldStatusWrites,
          passRate,
+          equeriesCreated,
        },
        durationMs,
      });
--- a/backend/src/modules/admin/iit-projects/iitQcCockpitController.ts
+++ b/backend/src/modules/admin/iit-projects/iitQcCockpitController.ts
@@ -189,7 +189,9 @@ class IitQcCockpitController {
  }

  /**
-   * 获取 AI 工作时间线（QC 日志 + Agent Trace 合并）
+   * 获取 AI 工作时间线（从 qc_field_status 五级结构读取，SSOT）
+   *
+   * 按受试者分组，展示每个受试者的 FAIL/WARNING 问题列表。
   */
  async getTimeline(
    request: FastifyRequest<{
@@ -201,81 +203,168 @@ class IitQcCockpitController {
    const { projectId } = request.params;
    const query = request.query as any;
    const page = query.page ? parseInt(query.page) : 1;
-    const pageSize = query.pageSize ? parseInt(query.pageSize) : 50;
+    const pageSize = query.pageSize ? parseInt(query.pageSize) : 20;
    const dateFilter = query.date;

    try {
-      const dateWhere: any = {};
+      let dateClause = '';
      if (dateFilter) {
-        const start = new Date(dateFilter);
-        const end = new Date(dateFilter);
-        end.setDate(end.getDate() + 1);
-        dateWhere.createdAt = { gte: start, lt: end };
+        dateClause = `AND fs.last_qc_at >= '${dateFilter}'::date AND fs.last_qc_at < ('${dateFilter}'::date + INTERVAL '1 day')`;
      }

-      const [qcLogs, totalLogs] = await Promise.all([
-        prisma.iitQcLog.findMany({
-          where: { projectId, ...dateWhere },
-          orderBy: { createdAt: 'desc' },
-          skip: (page - 1) * pageSize,
-          take: pageSize,
-          select: {
-            id: true,
-            recordId: true,
-            eventId: true,
-            qcType: true,
-            formName: true,
-            status: true,
-            issues: true,
-            rulesEvaluated: true,
-            rulesPassed: true,
-            rulesFailed: true,
-            triggeredBy: true,
-            createdAt: true,
-          },
-        }),
-        prisma.iitQcLog.count({ where: { projectId, ...dateWhere } }),
-      ]);
+      // 1. 获取有问题的受试者摘要（分页）
+      const recordSummaries = await prisma.$queryRawUnsafe<Array<{
+        record_id: string;
+        critical_count: bigint;
+        warning_count: bigint;
+        total_issues: bigint;
+        latest_qc_at: Date;
+        triggered_by: string;
+      }>>(
+        `SELECT
+           fs.record_id,
+           COUNT(*) FILTER (WHERE fs.severity = 'critical') AS critical_count,
+           COUNT(*) FILTER (WHERE fs.severity != 'critical') AS warning_count,
+           COUNT(*) AS total_issues,
+           MAX(fs.last_qc_at) AS latest_qc_at,
+           MAX(fs.triggered_by) AS triggered_by
+         FROM iit_schema.qc_field_status fs
+         WHERE fs.project_id = $1 AND fs.status IN ('FAIL', 'WARNING')
+         ${dateClause}
+         GROUP BY fs.record_id
+         ORDER BY MAX(fs.last_qc_at) DESC
+         LIMIT $2 OFFSET $3`,
+        projectId, pageSize, (page - 1) * pageSize
+      );

-      const items = qcLogs.map((log) => {
-        const rawIssues = log.issues as any;
-        const issues: any[] = Array.isArray(rawIssues) ? rawIssues : (rawIssues?.items || []);
-        const redCount = issues.filter((i: any) => i.severity === 'critical' || i.level === 'RED').length;
-        const yellowCount = issues.filter((i: any) => i.severity === 'warning' || i.level === 'YELLOW').length;
-        const eventLabel = rawIssues?.eventLabel || '';
-        const totalRules = rawIssues?.summary?.totalRules || log.rulesEvaluated || 0;
+      // 2. 总受试者数
+      const countResult = await prisma.$queryRawUnsafe<Array<{ cnt: bigint }>>(
+        `SELECT COUNT(DISTINCT record_id) AS cnt
+         FROM iit_schema.qc_field_status
+         WHERE project_id = $1 AND status IN ('FAIL', 'WARNING')
+         ${dateClause}`,
+        projectId
+      );
+      const totalRecords = Number(countResult[0]?.cnt || 0);

-        let description = `扫描受试者 ${log.recordId}`;
-        if (eventLabel) description += `「${eventLabel}」`;
-        description += ` → 执行 ${totalRules} 条规则 (${log.rulesPassed} 通过`;
-        if (log.rulesFailed > 0) description += `, ${log.rulesFailed} 失败`;
-        description += ')';
-        if (redCount > 0) description += ` → 发现 ${redCount} 个严重问题`;
-        if (yellowCount > 0) description += `, ${yellowCount} 个警告`;
+      // 3. 获取这些受试者的问题详情（LEFT JOIN 获取字段/事件中文名）
+      const recordIds = recordSummaries.map(r => r.record_id);
+      let issues: any[] = [];
+      if (recordIds.length > 0) {
+        issues = await prisma.$queryRawUnsafe<any[]>(
+          `SELECT
+             fs.record_id, fs.event_id, fs.form_name, fs.field_name,
+             fm.field_label,
+             es.event_label,
+             fs.rule_category, fs.rule_name, fs.rule_id,
+             fs.severity, fs.status, fs.message,
+             fs.actual_value, fs.expected_value, fs.last_qc_at
+           FROM iit_schema.qc_field_status fs
+           LEFT JOIN iit_schema.field_metadata fm
+             ON fm.project_id = fs.project_id AND fm.field_name = fs.field_name
+           LEFT JOIN iit_schema.qc_event_status es
+             ON es.project_id = fs.project_id AND es.record_id = fs.record_id AND es.event_id = fs.event_id
+           WHERE fs.project_id = $1
+             AND fs.status IN ('FAIL', 'WARNING')
+             AND fs.record_id = ANY($2)
+           ORDER BY fs.record_id, fs.last_qc_at DESC`,
+          projectId, recordIds
+        );
+      }
+
+      // 4. 组装成按受试者分组的 timeline items
+      const issuesByRecord = new Map<string, any[]>();
+      for (const issue of issues) {
+        const key = issue.record_id;
+        if (!issuesByRecord.has(key)) issuesByRecord.set(key, []);
+        issuesByRecord.get(key)!.push(issue);
+      }
+
+      // 5. 同时获取通过的受试者（无问题的），补充到时间线
+      const passedRecords = await prisma.$queryRawUnsafe<Array<{
+        record_id: string;
+        total_fields: bigint;
+        latest_qc_at: Date;
+        triggered_by: string;
+      }>>(
+        `SELECT
+           fs.record_id,
+           COUNT(*) AS total_fields,
+           MAX(fs.last_qc_at) AS latest_qc_at,
+           MAX(fs.triggered_by) AS triggered_by
+         FROM iit_schema.qc_field_status fs
+         WHERE fs.project_id = $1
+           AND fs.record_id NOT IN (
+             SELECT DISTINCT record_id FROM iit_schema.qc_field_status
+             WHERE project_id = $1 AND status IN ('FAIL', 'WARNING')
+           )
+         ${dateClause}
+         GROUP BY fs.record_id
+         ORDER BY MAX(fs.last_qc_at) DESC
+         LIMIT 10`,
+        projectId
+      );
+
+      const items = recordSummaries.map(rec => {
+        const recIssues = issuesByRecord.get(rec.record_id) || [];
+        const criticalCount = Number(rec.critical_count);
+        const warningCount = Number(rec.warning_count);
+        const status = criticalCount > 0 ? 'FAIL' : 'WARNING';

        return {
-          id: log.id,
+          id: `fs_${rec.record_id}`,
          type: 'qc_check' as const,
-          time: log.createdAt,
-          recordId: log.recordId,
-          eventLabel,
-          formName: log.formName,
-          status: log.status,
-          triggeredBy: log.triggeredBy,
-          description,
+          time: rec.latest_qc_at,
+          recordId: rec.record_id,
+          status,
+          triggeredBy: rec.triggered_by || 'batch',
+          description: `受试者 ${rec.record_id} 发现 ${criticalCount + warningCount} 个问题`,
          details: {
-            rulesEvaluated: totalRules,
-            rulesPassed: log.rulesPassed,
-            rulesFailed: log.rulesFailed,
-            issuesSummary: { red: redCount, yellow: yellowCount },
-            issues,
+            issuesSummary: { red: criticalCount, yellow: warningCount },
+            issues: recIssues.map((i: any) => ({
+              ruleId: i.rule_id || '',
+              ruleName: i.rule_name || '',
+              ruleCategory: i.rule_category || '',
+              field: i.field_name || '',
+              fieldLabel: i.field_label || '',
+              eventId: i.event_id || '',
+              eventLabel: i.event_label || '',
+              formName: i.form_name || '',
+              message: i.message || '',
+              severity: i.severity || 'warning',
+              actualValue: i.actual_value,
+              expectedValue: i.expected_value,
+            })),
          },
        };
      });

+      // 追加通过的受试者
+      for (const rec of passedRecords) {
+        items.push({
+          id: `fs_pass_${rec.record_id}`,
+          type: 'qc_check' as const,
+          time: rec.latest_qc_at,
+          recordId: rec.record_id,
+          status: 'PASS',
+          triggeredBy: rec.triggered_by || 'batch',
+          description: `受试者 ${rec.record_id} 全部通过 (${Number(rec.total_fields)} 个字段)`,
+          details: {
+            issuesSummary: { red: 0, yellow: 0 },
+            issues: [],
+          },
+        });
+      }
+
+      // 按时间降序排序
+      items.sort((a, b) => new Date(b.time).getTime() - new Date(a.time).getTime());
+
+      // 6. 总数 = 有问题 + 通过
+      const totalAll = totalRecords + passedRecords.length;
+
      return reply.send({
        success: true,
-        data: { items, total: totalLogs, page, pageSize },
+        data: { items, total: totalAll, page, pageSize },
      });
    } catch (error: any) {
      logger.error('[QcCockpitController] 获取时间线失败', { projectId, error: error.message });
@@ -493,6 +582,129 @@ class IitQcCockpitController {
    }
  }

+  /**
+   * 字段级问题分页查询（从 qc_field_status SSOT）
+   * 支持按 severity / dimension / recordId 筛选
+   */
+  async getFieldIssues(
+    request: FastifyRequest<{
+      Params: { projectId: string };
+      Querystring: { page?: string; pageSize?: string; severity?: string; dimension?: string; recordId?: string };
+    }>,
+    reply: FastifyReply
+  ) {
+    const { projectId } = request.params;
+    const query = request.query as any;
+    const page = query.page ? parseInt(query.page) : 1;
+    const pageSize = query.pageSize ? parseInt(query.pageSize) : 50;
+    const severity = query.severity; // 'critical' | 'warning'
+    const dimension = query.dimension; // 'D1' | 'D3' | ...
+    const recordId = query.recordId;
+
+    try {
+      const conditions: string[] = [`fs.project_id = $1`, `fs.status IN ('FAIL', 'WARNING')`];
+      const params: any[] = [projectId];
+      let paramIdx = 2;
+
+      if (severity) {
+        conditions.push(`fs.severity = $${paramIdx}`);
+        params.push(severity);
+        paramIdx++;
+      }
+      if (dimension) {
+        conditions.push(`fs.rule_category = $${paramIdx}`);
+        params.push(dimension);
+        paramIdx++;
+      }
+      if (recordId) {
+        conditions.push(`fs.record_id = $${paramIdx}`);
+        params.push(recordId);
+        paramIdx++;
+      }
+
+      const whereClause = conditions.join(' AND ');
+
+      const [rows, countResult] = await Promise.all([
+        prisma.$queryRawUnsafe<any[]>(
+          `SELECT
+             fs.id, fs.record_id, fs.event_id, fs.form_name, fs.field_name,
+             fm.field_label,
+             es.event_label,
+             fs.rule_category, fs.rule_name, fs.rule_id,
+             fs.severity, fs.status, fs.message,
+             fs.actual_value, fs.expected_value, fs.last_qc_at
+           FROM iit_schema.qc_field_status fs
+           LEFT JOIN iit_schema.field_metadata fm
+             ON fm.project_id = fs.project_id AND fm.field_name = fs.field_name
+           LEFT JOIN iit_schema.qc_event_status es
+             ON es.project_id = fs.project_id AND es.record_id = fs.record_id AND es.event_id = fs.event_id
+           WHERE ${whereClause}
+           ORDER BY fs.last_qc_at DESC
+           LIMIT $${paramIdx} OFFSET $${paramIdx + 1}`,
+          ...params, pageSize, (page - 1) * pageSize
+        ),
+        prisma.$queryRawUnsafe<Array<{ cnt: bigint }>>(
+          `SELECT COUNT(*) AS cnt FROM iit_schema.qc_field_status fs WHERE ${whereClause}`,
+          ...params
+        ),
+      ]);
+
+      const total = Number(countResult[0]?.cnt || 0);
+
+      const items = rows.map((r: any) => ({
+        id: r.id,
+        recordId: r.record_id,
+        eventId: r.event_id,
+        eventLabel: r.event_label || '',
+        formName: r.form_name,
+        fieldName: r.field_name,
+        fieldLabel: r.field_label || '',
+        ruleCategory: r.rule_category,
+        ruleName: r.rule_name,
+        ruleId: r.rule_id,
+        severity: r.severity,
+        status: r.status,
+        message: r.message,
+        actualValue: r.actual_value,
+        expectedValue: r.expected_value,
+        lastQcAt: r.last_qc_at,
+      }));
+
+      // 聚合统计
+      const summaryResult = await prisma.$queryRawUnsafe<Array<{
+        severity: string;
+        rule_category: string;
+        cnt: bigint;
+      }>>(
+        `SELECT fs.severity, COALESCE(fs.rule_category, 'OTHER') AS rule_category, COUNT(*) AS cnt
+         FROM iit_schema.qc_field_status fs
+         WHERE fs.project_id = $1 AND fs.status IN ('FAIL', 'WARNING')
+         GROUP BY fs.severity, fs.rule_category`,
+        projectId
+      );
+
+      const summary = {
+        totalIssues: total,
+        bySeverity: { critical: 0, warning: 0, info: 0 } as Record<string, number>,
+        byDimension: {} as Record<string, number>,
+      };
+      for (const row of summaryResult) {
+        const sev = row.severity || 'warning';
+        summary.bySeverity[sev] = (summary.bySeverity[sev] || 0) + Number(row.cnt);
+        const dim = row.rule_category || 'OTHER';
+        summary.byDimension[dim] = (summary.byDimension[dim] || 0) + Number(row.cnt);
+      }
+
+      return reply.send({
+        success: true,
+        data: { items, total, page, pageSize, summary },
+      });
+    } catch (error: any) {
+      logger.error('[QcCockpitController] getFieldIssues failed', { projectId, error: error.message });
+      return reply.status(500).send({ success: false, error: error.message });
+    }
+  }
+
  // ============================================================
  // GCP 业务报表 API
  // ============================================================
--- a/backend/src/modules/admin/iit-projects/iitQcCockpitRoutes.ts
+++ b/backend/src/modules/admin/iit-projects/iitQcCockpitRoutes.ts
@@ -292,6 +292,25 @@ export async function iitQcCockpitRoutes(fastify: FastifyInstance) {
  // V3.1: D6 方案偏离列表
  fastify.get('/:projectId/qc-cockpit/deviations', iitQcCockpitController.getDeviations.bind(iitQcCockpitController));

+  // 字段级问题分页查询（支持按维度/严重程度筛选）
+  fastify.get('/:projectId/qc-cockpit/field-issues', {
+    schema: {
+      description: '从 qc_field_status 分页查询所有问题字段',
+      tags: ['IIT Admin - QC 驾驶舱'],
+      params: { type: 'object', properties: { projectId: { type: 'string' } }, required: ['projectId'] },
+      querystring: {
+        type: 'object',
+        properties: {
+          page: { type: 'string' },
+          pageSize: { type: 'string' },
+          severity: { type: 'string' },
+          dimension: { type: 'string' },
+          recordId: { type: 'string' },
+        },
+      },
+    },
+  }, iitQcCockpitController.getFieldIssues.bind(iitQcCockpitController));
+
  // ============================================================
  // GCP 业务报表路由
  // ============================================================
--- a/backend/src/modules/admin/iit-projects/iitQcRuleController.ts
+++ b/backend/src/modules/admin/iit-projects/iitQcRuleController.ts
@@ -289,16 +289,20 @@ export async function getRuleStats(
 }

 /**
- * AI 规则建议
+ * AI 规则建议（支持按维度生成）
 */
 export async function suggestRules(
-  request: FastifyRequest<{ Params: ProjectIdParams }>,
+  request: FastifyRequest<{ Params: ProjectIdParams; Querystring: { dimension?: string } }>,
  reply: FastifyReply
 ) {
  try {
    const { projectId } = request.params;
+    const dimension = (request.query as any)?.dimension as string | undefined;
+    const validDimensions = ['D1', 'D2', 'D3', 'D4', 'D5', 'D6', 'D7'];
+    const dim = dimension && validDimensions.includes(dimension) ? dimension as any : undefined;
+
    const service = getIitRuleSuggestionService(prisma);
-    const suggestions = await service.suggestRules(projectId);
+    const suggestions = await service.suggestRules(projectId, dim);

    return reply.send({
      success: true,
@@ -306,7 +310,33 @@ export async function suggestRules(
    });
  } catch (error) {
    const message = error instanceof Error ? error.message : String(error);
-    logger.error('AI 规则建议生成失败', { error: message });
+    logger.error('AI 规则建议生成失败', { error: message, dimension: (request.query as any)?.dimension });
+    return reply.status(500).send({
+      success: false,
+      error: message,
+    });
+  }
+}
+
+/**
+ * D3 规则自动生成（数据驱动，无需 LLM）
+ */
+export async function generateD3Rules(
+  request: FastifyRequest<{ Params: ProjectIdParams }>,
+  reply: FastifyReply
+) {
+  try {
+    const { projectId } = request.params;
+    const service = getIitRuleSuggestionService(prisma);
+    const rules = await service.generateD3Rules(projectId);
+
+    return reply.send({
+      success: true,
+      data: rules,
+    });
+  } catch (error) {
+    const message = error instanceof Error ? error.message : String(error);
+    logger.error('D3 规则自动生成失败', { error: message });
    return reply.status(500).send({
      success: false,
      error: message,
--- a/backend/src/modules/admin/iit-projects/iitQcRuleRoutes.ts
+++ b/backend/src/modules/admin/iit-projects/iitQcRuleRoutes.ts
@@ -27,9 +27,12 @@ export async function iitQcRuleRoutes(fastify: FastifyInstance) {
  // 批量导入规则
  fastify.post('/:projectId/rules/import', controller.importRules);

-  // AI 规则建议
+  // AI 规则建议（支持 ?dimension=D1 查询参数）
  fastify.post('/:projectId/rules/suggest', controller.suggestRules);

+  // D3 规则自动生成（数据驱动，无需 LLM）
+  fastify.post('/:projectId/rules/generate-d3', controller.generateD3Rules);
+
  // 测试规则逻辑（不需要项目 ID）
  fastify.post('/rules/test', controller.testRule);
 }
--- a/backend/src/modules/admin/iit-projects/iitQcRuleService.ts
+++ b/backend/src/modules/admin/iit-projects/iitQcRuleService.ts
@@ -171,14 +171,17 @@ export class IitQcRuleService {
  async importRules(projectId: string, rules: CreateRuleInput[]): Promise<QCRule[]> {
    const skill = await this.getOrCreateSkill(projectId);
    
+    const existingConfig = (skill.config as unknown as QCRuleConfig) || { rules: [], version: 1, updatedAt: '' };
+    const existingRules = Array.isArray(existingConfig.rules) ? existingConfig.rules : [];
+
    const newRules: QCRule[] = rules.map((input, index) => ({
      id: `rule_${Date.now()}_${index}_${Math.random().toString(36).substr(2, 9)}`,
      ...input,
    }));

    const config: QCRuleConfig = {
-      rules: newRules,
-      version: 1,
+      rules: [...existingRules, ...newRules],
+      version: (existingConfig.version || 0) + 1,
      updatedAt: new Date().toISOString(),
    };

--- a/backend/src/modules/admin/iit-projects/iitRuleSuggestionService.ts
+++ b/backend/src/modules/admin/iit-projects/iitRuleSuggestionService.ts
@@ -2,6 +2,7 @@
 * AI 规则建议服务
 *
 * 读取项目的变量元数据和知识库文档，调用 LLM 生成质控规则建议。
+ * 支持按维度(D1-D7)生成，以及纯数据驱动的 D3 规则自动构建。
 */

 import { PrismaClient } from '@prisma/client';
@@ -9,6 +10,8 @@ import { LLMFactory } from '../../../common/llm/adapters/LLMFactory.js';
 import type { Message } from '../../../common/llm/adapters/types.js';
 import { logger } from '../../../common/logging/index.js';

+export type DimensionCode = 'D1' | 'D2' | 'D3' | 'D4' | 'D5' | 'D6' | 'D7';
+
 export interface RuleSuggestion {
  name: string;
  field: string | string[];
@@ -16,18 +19,86 @@ export interface RuleSuggestion {
  message: string;
  severity: 'error' | 'warning' | 'info';
  category: string;
+  applicableEvents?: string[];
+}
+
+const DIMENSION_META: Record<DimensionCode, { label: string; description: string; needsKb: boolean }> = {
+  D1: { label: '入选/排除', description: '受试者纳入标准和排除标准的合规性检查', needsKb: true },
+  D2: { label: '完整性', description: '必填字段、缺失数据、表单完成度检查', needsKb: false },
+  D3: { label: '准确性', description: '数值范围、枚举值、数据格式准确性检查', needsKb: false },
+  D4: { label: '质疑管理', description: 'Query 响应时限和关闭状态检查', needsKb: false },
+  D5: { label: '安全性', description: '不良事件(AE/SAE)报告时限和完整性检查', needsKb: true },
+  D6: { label: '方案偏离', description: '访视窗口期、用药方案合规性检查', needsKb: true },
+  D7: { label: '药物管理', description: '试验药物接收、分配、回收记录的完整性检查', needsKb: true },
+};
+
+function buildDimensionPrompt(dimension: DimensionCode): string {
+  switch (dimension) {
+    case 'D1':
+      return `Focus EXCLUSIVELY on D1 (Eligibility) rules:
+- Inclusion criteria: age range, gender, diagnosis, consent date
+- Exclusion criteria: contraindicated conditions, prior treatments, lab exclusions
+- Generate rules that verify each inclusion criterion is met and no exclusion criterion is triggered
+- Use fields related to: demographics, medical_history, consent, eligibility forms`;
+
+    case 'D2':
+      return `Focus EXCLUSIVELY on D2 (Completeness) rules:
+- Required field checks: key CRF fields that must not be empty
+- Form completion checks: ensure critical forms have data
+- Missing data detection for safety-critical fields
+- Use "!!" or "missing" operators to check field presence`;
+
+    case 'D3':
+      return `Focus EXCLUSIVELY on D3 (Accuracy) rules:
+- Numeric range checks: vital signs, lab values, dosing
+- Enum/choice validation: field values within allowed options
+- Date logic: visit date order, date format validity
+- Cross-field consistency: e.g. BMI matches height/weight`;
+
+    case 'D5':
+      return `Focus EXCLUSIVELY on D5 (Safety/AE) rules:
+- AE onset date must be after informed consent date
+- SAE must be reported within 24 hours (if reporting date available)
+- AE severity and outcome fields must be complete when AE is present
+- Relationship to study drug must be documented`;
+
+    case 'D6':
+      return `Focus EXCLUSIVELY on D6 (Protocol Deviation) rules:
+- Visit window checks: actual visit date within allowed window of scheduled date
+- Dose modification rules: dose changes must have documented reason
+- Prohibited concomitant medication checks
+- Procedure timing compliance`;
+
+    case 'D7':
+      return `Focus EXCLUSIVELY on D7 (Drug Management) rules:
+- Drug dispensing records completeness
+- Drug accountability: dispensed vs returned quantities
+- Storage temperature compliance (if tracked)
+- Drug expiry date checks`;
+
+    case 'D4':
+      return `Focus EXCLUSIVELY on D4 (Query Management) rules:
+- Data discrepancy auto-detection
+- Cross-form consistency checks that would generate queries
+- Logic contradiction checks between related fields`;
+
+    default:
+      return '';
+  }
 }

 export class IitRuleSuggestionService {
  constructor(private prisma: PrismaClient) {}

-  async suggestRules(projectId: string): Promise<RuleSuggestion[]> {
+  /**
+   * AI 生成规则建议（按维度）
+   */
+  async suggestRules(projectId: string, dimension?: DimensionCode): Promise<RuleSuggestion[]> {
    const project = await this.prisma.iitProject.findFirst({
      where: { id: projectId, deletedAt: null },
    });
    if (!project) throw new Error('项目不存在');

-    // 1. Gather variable metadata
    const fields = await this.prisma.iitFieldMetadata.findMany({
      where: { projectId },
      orderBy: [{ formName: 'asc' }, { fieldName: 'asc' }],
@@ -37,9 +108,11 @@ export class IitRuleSuggestionService {
      throw new Error('请先从 REDCap 同步变量元数据');
    }

-    // 2. Gather knowledge base context (protocol summary)
    let protocolContext = '';
-    if (project.knowledgeBaseId) {
+    const dimMeta = dimension ? DIMENSION_META[dimension] : null;
+    const needsKb = dimMeta ? dimMeta.needsKb : true;
+
+    if (needsKb && project.knowledgeBaseId) {
      try {
        const docs = await this.prisma.ekbDocument.findMany({
          where: { kbId: project.knowledgeBaseId, status: 'completed' },
@@ -58,7 +131,6 @@ export class IitRuleSuggestionService {
      }
    }

-    // 3. Build variable summary for LLM
    const variableSummary = fields.map((f) => {
      const parts = [`${f.fieldName} (${f.fieldLabel}): type=${f.fieldType}, form=${f.formName}`];
      if (f.validation) parts.push(`validation=${f.validation}`);
@@ -68,35 +140,31 @@ export class IitRuleSuggestionService {
      return parts.join(', ');
    }).join('\n');

-    // 4. Call LLM
-    const systemPrompt = `You are an expert clinical research data manager. You generate quality control (QC) rules for clinical trial data captured in REDCap. 
+    const dimensionList = Object.entries(DIMENSION_META)
+      .map(([code, meta]) => `- ${code}: ${meta.label} — ${meta.description}`)
+      .join('\n');

-Rules must be in JSON Logic format (https://jsonlogic.com). Each rule checks one or more fields.
+    const dimensionInstruction = dimension
+      ? `\n\n*** IMPORTANT: ${buildDimensionPrompt(dimension)} ***\nAll generated rules MUST have category="${dimension}".`
+      : '';

-Available categories:
- variable_qc: Field-level checks (range, required, format, enum)
- inclusion: Inclusion criteria checks
- exclusion: Exclusion criteria checks
- lab_values: Lab value range checks  
- logic_check: Cross-field logic checks
- protocol_deviation: Visit window / time constraint checks
- ae_monitoring: AE reporting timeline checks
+    const systemPrompt = `You are an expert clinical research data manager (GCP-trained). Generate QC rules in JSON Logic format for clinical trial data from REDCap.

-Severity levels: error (blocking), warning (review needed), info (informational)
+Available dimension categories (use these as the "category" field):
+${dimensionList}

-Respond ONLY with a JSON array of rule objects. Each object must have these fields:
+Severity levels: error (blocking issue), warning (needs review), info (informational)
+${dimensionInstruction}
+
+Respond ONLY with a JSON array. Each object:
 - name (string): short descriptive name in Chinese
- field (string or string[]): REDCap field name(s)
- logic (object): JSON Logic expression
- message (string): error message in Chinese
+- field (string or string[]): REDCap field name(s) — must match actual variable names from the list
+- logic (object): JSON Logic expression using these field names as {"var": "fieldName"}
+- message (string): error/warning message in Chinese
 - severity: "error" | "warning" | "info"
- category: one of the categories listed above
+- category: one of D1-D7

-Generate 5-10 practical rules. Focus on:
-1. Required field checks for key variables
-2. Range checks for numeric fields that have validation ranges
-3. Logical consistency checks between related fields
-4. Date field checks (visit windows, timelines)
+Generate 5-10 practical, accurate rules. Do NOT invent field names — only use fields from the provided variable list.
 Do NOT include explanations, only the JSON array.`;

    const userPrompt = `Project: ${project.name}
@@ -105,7 +173,7 @@ Variable List (${fields.length} fields):
 ${variableSummary}
 ${protocolContext ? `\nProtocol / Study Document Context:\n${protocolContext}` : ''}

-Generate QC rules for this project:`;
+Generate ${dimension ? `${dimension} (${dimMeta!.label})` : 'QC'} rules for this project:`;

    const messages: Message[] = [
      { role: 'system', content: systemPrompt },
@@ -120,7 +188,6 @@ Generate QC rules for this project:`;
      });

      const content = (response.content ?? '').trim();
-      // Extract JSON array from response (handle markdown code fences)
      const jsonMatch = content.match(/\[[\s\S]*\]/);
      if (!jsonMatch) {
        logger.error('LLM 返回非 JSON 格式', { content: content.substring(0, 200) });
@@ -129,13 +196,13 @@ Generate QC rules for this project:`;

      const rules: RuleSuggestion[] = JSON.parse(jsonMatch[0]);

-      // Validate structure
      const validRules = rules.filter(
        (r) => r.name && r.field && r.logic && r.message && r.severity && r.category
      );

      logger.info('AI 规则建议生成成功', {
        projectId,
+        dimension: dimension || 'all',
        total: rules.length,
        valid: validRules.length,
        model: response.model,
@@ -149,6 +216,90 @@ Generate QC rules for this project:`;
      throw err;
    }
  }
+
+  /**
+   * 数据驱动的 D3（准确性）规则自动生成 — 无需 LLM
+   */
+  async generateD3Rules(projectId: string): Promise<RuleSuggestion[]> {
+    const fields = await this.prisma.iitFieldMetadata.findMany({
+      where: { projectId },
+      orderBy: [{ formName: 'asc' }, { fieldName: 'asc' }],
+    });
+
+    if (fields.length === 0) {
+      throw new Error('请先从 REDCap 同步变量元数据');
+    }
+
+    const rules: RuleSuggestion[] = [];
+
+    for (const f of fields) {
+      if (f.fieldType === 'descriptive' || f.fieldType === 'section_header') continue;
+
+      const hasMin = f.validationMin !== null && f.validationMin !== '';
+      const hasMax = f.validationMax !== null && f.validationMax !== '';
+      if (hasMin || hasMax) {
+        const logic: Record<string, unknown>[] = [];
+        const label = f.fieldLabel || f.fieldName;
+        const parts: string[] = [];
+
+        if (hasMin) {
+          const min = Number(f.validationMin);
+          if (!isNaN(min)) {
+            logic.push({ '>=': [{ 'var': f.fieldName }, min] });
+            parts.push(`≥${min}`);
+          }
+        }
+        if (hasMax) {
+          const max = Number(f.validationMax);
+          if (!isNaN(max)) {
+            logic.push({ '<=': [{ 'var': f.fieldName }, max] });
+            parts.push(`≤${max}`);
+          }
+        }
+
+        if (logic.length > 0) {
+          const finalLogic = logic.length === 1 ? logic[0] : { and: logic };
+          rules.push({
+            name: `${label} 范围检查`,
+            field: f.fieldName,
+            logic: finalLogic,
+            message: `${label} 应在 ${parts.join(' 且 ')} 范围内`,
+            severity: 'warning',
+            category: 'D3',
+          });
+        }
+      }
+
+      if (f.choices && (f.fieldType === 'radio' || f.fieldType === 'dropdown')) {
+        const choicePairs = f.choices.split('|').map(c => c.trim());
+        const validValues = choicePairs
+          .map(pair => {
+            const sep = pair.indexOf(',');
+            return sep > -1 ? pair.substring(0, sep).trim() : pair.trim();
+          })
+          .filter(v => v !== '');
+
+        if (validValues.length > 0) {
+          rules.push({
+            name: `${f.fieldLabel || f.fieldName} 有效值检查`,
+            field: f.fieldName,
+            logic: { 'in': [{ 'var': f.fieldName }, validValues] },
+            message: `${f.fieldLabel || f.fieldName} 取值必须是 [${validValues.join(', ')}] 之一`,
+            severity: 'warning',
+            category: 'D3',
+          });
+        }
+      }
+    }
+
+    logger.info('D3 规则自动生成完成', {
+      projectId,
+      totalFields: fields.length,
+      rulesGenerated: rules.length,
+    });
+
+    return rules;
+  }
 }

 let serviceInstance: IitRuleSuggestionService | null = null;
--- a/backend/src/modules/admin/services/userService.ts
+++ b/backend/src/modules/admin/services/userService.ts
@@ -677,16 +677,15 @@ export async function updateUserModules(
    throw new Error('用户不是该租户的成员');
  }

-  // 获取租户订阅的模块
-  const tenantModules = await prisma.tenant_modules.findMany({
-    where: { tenant_id: data.tenantId, is_enabled: true },
+  // 验证请求的模块是否在系统模块表中存在
+  const allModules = await prisma.modules.findMany({
+    where: { is_active: true },
+    select: { code: true },
  });
-  const tenantModuleCodes = tenantModules.map((tm) => tm.module_code);
-
-  // 验证请求的模块是否在租户订阅范围内
-  const invalidModules = data.modules.filter((m) => !tenantModuleCodes.includes(m));
+  const validModuleCodes = allModules.map((m) => m.code);
+  const invalidModules = data.modules.filter((m) => !validModuleCodes.includes(m));
  if (invalidModules.length > 0) {
-    throw new Error(`以下模块不在租户订阅范围内: ${invalidModules.join(', ')}`);
+    throw new Error(`以下模块代码不存在: ${invalidModules.join(', ')}`);
  }

  // 更新用户模块权限
@@ -878,10 +877,12 @@ function getModuleName(code: string): string {
    PKB: '个人知识库',
    ASL: 'AI智能文献',
    DC: '数据清洗整理',
-    IIT: 'IIT Manager',
+    IIT: 'CRA质控',
    RVW: '稿件审查',
    SSA: '智能统计分析',
    ST: '统计分析工具',
+    RM: '研究管理',
+    AIA_PROTOCOL: '全流程研究方案制定',
  };
  return moduleNames[code] || code;
 }
--- a/backend/src/modules/iit-manager/agents/SessionMemory.ts
+++ b/backend/src/modules/iit-manager/agents/SessionMemory.ts
@@ -42,37 +42,42 @@ export class SessionMemory {
  private readonly MAX_HISTORY = 3; // 只保留最近3轮（6条消息）
  private readonly SESSION_TIMEOUT = 3600000; // 1小时（毫秒）

+  private sessionKey(userId: string, projectId?: string): string {
+    return projectId ? `${userId}::${projectId}` : userId;
+  }
+
  /**
   * 添加对话记录
   */
-  addMessage(userId: string, role: 'user' | 'assistant', content: string): void {
-    if (!this.sessions.has(userId)) {
-      this.sessions.set(userId, {
+  addMessage(userId: string, role: 'user' | 'assistant', content: string, projectId?: string): void {
+    const key = this.sessionKey(userId, projectId);
+    if (!this.sessions.has(key)) {
+      this.sessions.set(key, {
        userId,
        messages: [],
        createdAt: new Date(),
        updatedAt: new Date(),
      });
-      logger.debug('[SessionMemory] 创建新会话', { userId });
+      logger.debug('[SessionMemory] 创建新会话', { userId, projectId });
    }

-    const session = this.sessions.get(userId)!;
+    const session = this.sessions.get(key)!;
    session.messages.push({
      role,
      content,
      timestamp: new Date(),
    });

-    // 只保留最近3轮（6条消息：3个user + 3个assistant）
    if (session.messages.length > this.MAX_HISTORY * 2) {
      const removed = session.messages.length - this.MAX_HISTORY * 2;
      session.messages = session.messages.slice(-this.MAX_HISTORY * 2);
-      logger.debug('[SessionMemory] 清理历史消息', { userId, removedCount: removed });
+      logger.debug('[SessionMemory] 清理历史消息', { userId, projectId, removedCount: removed });
    }

    session.updatedAt = new Date();
    logger.debug('[SessionMemory] 添加消息', {
      userId,
+      projectId,
      role,
      messageLength: content.length,
      totalMessages: session.messages.length,
@@ -82,13 +87,13 @@ export class SessionMemory {
  /**
   * 获取用户对话历史（最近N轮）
   */
-  getHistory(userId: string, maxTurns: number = 3): ConversationMessage[] {
-    const session = this.sessions.get(userId);
+  getHistory(userId: string, maxTurns: number = 3, projectId?: string): ConversationMessage[] {
+    const key = this.sessionKey(userId, projectId);
+    const session = this.sessions.get(key);
    if (!session) {
      return [];
    }

-    // 返回最近N轮（2N条消息）
    const maxMessages = maxTurns * 2;
    return session.messages.length > maxMessages
      ? session.messages.slice(-maxMessages)
@@ -98,8 +103,8 @@ export class SessionMemory {
  /**
   * 获取用户上下文（格式化为字符串，用于LLM Prompt）
   */
-  getContext(userId: string): string {
-    const history = this.getHistory(userId, 2); // 只取最近2轮
+  getContext(userId: string, projectId?: string): string {
+    const history = this.getHistory(userId, 2, projectId);
    if (history.length === 0) {
      return '';
    }
@@ -112,10 +117,11 @@ export class SessionMemory {
  /**
   * 清除用户会话
   */
-  clearSession(userId: string): void {
-    const existed = this.sessions.delete(userId);
+  clearSession(userId: string, projectId?: string): void {
+    const key = this.sessionKey(userId, projectId);
+    const existed = this.sessions.delete(key);
    if (existed) {
-      logger.info('[SessionMemory] 清除会话', { userId });
+      logger.info('[SessionMemory] 清除会话', { userId, projectId });
    }
  }

--- a/backend/src/modules/iit-manager/controllers/WechatCallbackController.ts
+++ b/backend/src/modules/iit-manager/controllers/WechatCallbackController.ts
@@ -22,7 +22,7 @@ import { PrismaClient } from '@prisma/client';
 import { createRequire } from 'module';
 import { logger } from '../../../common/logging/index.js';
 import { wechatService } from '../services/WechatService.js';
-import { ChatOrchestrator, getChatOrchestrator } from '../services/ChatOrchestrator.js';
+import { getChatOrchestrator } from '../services/ChatOrchestrator.js';

 // 使用 createRequire 导入 CommonJS 模块
 const require = createRequire(import.meta.url);
@@ -75,7 +75,7 @@ export class WechatCallbackController {
  private token: string;
  private encodingAESKey: string;
  private corpId: string;
-  private chatOrchestrator: ChatOrchestrator | null = null;
+  // chatOrchestrator now resolved per-project via getChatOrchestrator(projectId)

  constructor() {
    // 从环境变量读取配置
@@ -322,10 +322,17 @@ export class WechatCallbackController {
        '🫡 正在查询，请稍候...'
      );

-      if (!this.chatOrchestrator) {
-        this.chatOrchestrator = await getChatOrchestrator();
+      const userMapping = await prisma.iitUserMapping.findFirst({
+        where: { wecomUserId: fromUser },
+        select: { projectId: true },
+        orderBy: { updatedAt: 'desc' },
+      });
+      if (!userMapping) {
+        await wechatService.sendTextMessage(fromUser, '您尚未关联任何 IIT 项目，请联系管理员配置。');
+        return;
      }
-      const aiResponse = await this.chatOrchestrator.handleMessage(fromUser, content);
+      const orchestrator = await getChatOrchestrator(userMapping.projectId);
+      const aiResponse = await orchestrator.handleMessage(fromUser, content);

      // 主动推送AI回复
      await wechatService.sendTextMessage(fromUser, aiResponse);
--- a/backend/src/modules/iit-manager/routes/index.ts
+++ b/backend/src/modules/iit-manager/routes/index.ts
@@ -507,10 +507,11 @@ export async function registerIitRoutes(fastify: FastifyInstance) {
      schema: {
        body: {
          type: 'object',
-          required: ['message'],
+          required: ['message', 'projectId'],
          properties: {
            message: { type: 'string' },
            userId: { type: 'string' },
+            projectId: { type: 'string' },
          },
        },
      },
@@ -518,9 +519,9 @@ export async function registerIitRoutes(fastify: FastifyInstance) {
    async (request: any, reply) => {
      const startTime = Date.now();
      try {
-        const { message, userId } = request.body;
+        const { message, userId, projectId } = request.body;
        const uid = userId || request.user?.id || 'web-user';
-        const orchestrator = await getChatOrchestrator();
+        const orchestrator = await getChatOrchestrator(projectId);
        const rawReply = await orchestrator.handleMessage(uid, message);
        const cleanReply = sanitizeLlmReply(rawReply);

--- a/backend/src/modules/iit-manager/services/ChatOrchestrator.ts
+++ b/backend/src/modules/iit-manager/services/ChatOrchestrator.ts
@@ -78,6 +78,10 @@ export class ChatOrchestrator {
    });
  }

+  getProjectId(): string {
+    return this.projectId;
+  }
+
  async handleMessage(userId: string, userMessage: string): Promise<string> {
    const startTime = Date.now();

@@ -86,7 +90,7 @@ export class ChatOrchestrator {
    }

    try {
-      const history = sessionMemory.getHistory(userId, 2);
+      const history = sessionMemory.getHistory(userId, 2, this.projectId);
      const historyMessages: Message[] = history.map((m) => ({
        role: m.role as 'user' | 'assistant',
        content: m.content,
@@ -180,34 +184,31 @@ export class ChatOrchestrator {
  }

  private saveConversation(userId: string, userMsg: string, aiMsg: string, startTime: number): void {
-    sessionMemory.addMessage(userId, 'user', userMsg);
-    sessionMemory.addMessage(userId, 'assistant', aiMsg);
+    sessionMemory.addMessage(userId, 'user', userMsg, this.projectId);
+    sessionMemory.addMessage(userId, 'assistant', aiMsg, this.projectId);

    logger.info('[ChatOrchestrator] Conversation saved', {
      userId,
+      projectId: this.projectId,
      duration: `${Date.now() - startTime}ms`,
    });
  }
 }

-// Resolve the active project ID from DB
-async function resolveActiveProjectId(): Promise<string> {
-  const project = await prisma.iitProject.findFirst({
-    where: { status: 'active' },
-    select: { id: true },
-  });
-  if (!project) throw new Error('No active IIT project found');
-  return project.id;
+// Per-project orchestrator cache
+const orchestratorCache = new Map<string, ChatOrchestrator>();
+
+export async function getChatOrchestrator(projectId: string): Promise<ChatOrchestrator> {
+  if (!projectId) {
+    throw new Error('projectId is required for ChatOrchestrator');
  }

-// Singleton factory — lazily resolves active project
-let orchestratorInstance: ChatOrchestrator | null = null;
-
-export async function getChatOrchestrator(): Promise<ChatOrchestrator> {
-  if (!orchestratorInstance) {
-    const projectId = await resolveActiveProjectId();
-    orchestratorInstance = new ChatOrchestrator(projectId);
-    await orchestratorInstance.initialize();
+  let instance = orchestratorCache.get(projectId);
+  if (!instance) {
+    instance = new ChatOrchestrator(projectId);
+    await instance.initialize();
+    orchestratorCache.set(projectId, instance);
+    logger.info('[ChatOrchestrator] Created new instance', { projectId });
  }
-  return orchestratorInstance;
+  return instance;
 }
--- a/backend/tests/e2e-p1-chat-test.ts
+++ b/backend/tests/e2e-p1-chat-test.ts
@@ -84,7 +84,8 @@ async function runTests() {
  let orchestrator;
  try {
    console.log('\n🔧 Initializing ChatOrchestrator...');
-    orchestrator = await getChatOrchestrator();
+    const testProjectId = process.env.TEST_PROJECT_ID || 'test0102-pd-study';
+    orchestrator = await getChatOrchestrator(testProjectId);
    console.log('✅ ChatOrchestrator initialized successfully\n');
  } catch (error: any) {
    console.error('❌ Failed to initialize ChatOrchestrator:', error.message);
--- a/Agent/00-模块当前状态与开发指南.md
+++ b/Agent/00-模块当前状态与开发指南.md
@@ -1,10 +1,15 @@
 # IIT Manager Agent模块 - 当前状态与开发指南

-> **文档版本：** v3.1  
+> **文档版本：** v3.2  
 > **创建日期：** 2026-01-01  
 > **维护者：** IIT Manager开发团队  
-> **最后更新：** 2026-03-01 **GCP 业务报表 + AI 工作流水增强 + 多项 Bug 修复完成！**  
+> **最后更新：** 2026-03-02 **数据一致性修复 + 项目隔离 + 管理端配置流重设计 + 中文显示名！**  
 > **重大里程碑：**  
+> - **2026-03-02：QC 数据一致性修复！** AI 时间线 + 警告详情 统一从 qc_field_status（SSOT）读取，与热力图数据一致
+> - **2026-03-02：字段/事件中文显示名！** LEFT JOIN field_metadata + qc_event_status，消除 REDCap 技术标识符
+> - **2026-03-02：警告详情可查看！** 新增 field-issues 分页 API + ReportsPage 严重问题/警告数字可点击弹出详情 Modal
+> - **2026-03-02：AI 对话项目隔离！** ChatOrchestrator 按 projectId 缓存实例 + SessionMemory 按 userId::projectId 隔离
+> - **2026-03-02：管理端配置流重设计！** 5 个配置 Tab 按依赖关系重排 + AI 自动构建质控规则（D1/D3/D5/D6 四维度）
 > - **2026-03-01：GCP 业务端报表全量完成！** 4 张 GCP 标准报表（D1 筛选入选/D2 完整性/D3D4 质疑跟踪/D6 方案偏离）后端 API + 前端组件 + ReportsPage 五 Tab 重构
 > - **2026-03-01：AI 工作流水时间线增强！** 实际规则数显示（33 条而非 1 条）+ 中文事件名 + 可展开问题详情表格 + severity 映射修复
 > - **2026-03-01：业务端一键全量质控！** DashboardPage 新增按钮 + 自动刷新报告缓存 + 事件级通过率修复
@@ -61,7 +66,16 @@ CRA Agent 是一个**替代 CRA 岗位的自主 AI Agent**，而非辅助 CRA
  - AI能力：DeepSeek/Qwen + 自研 RAG（pgvector）+ LLM Tool Use

 ### 当前状态
- **开发阶段**：**V3.1 质控引擎 + GCP 业务报表 + AI 时间线增强 + Bug 修复 → 待部署验证**
+- **开发阶段**：**V3.2 数据一致性 + 项目隔离 + 管理端重设计 + 中文显示名 → 待部署验证**
+- **V3.2 数据一致性 + 项目隔离已完成**（2026-03-02）：
+  - AI 时间线改为从 qc_field_status（SSOT）聚合，与风险热力图数据一致
+  - 新增 field-issues 分页查询 API（支持按维度/严重程度/受试者筛选）
+  - ReportsPage 严重问题/警告数字可点击弹出详情 Modal（分页+按维度筛选）
+  - 字段名/事件名中文显示（LEFT JOIN field_metadata + qc_event_status 替代 REDCap 技术标识符）
+  - AI 对话项目隔离（ChatOrchestrator 按 projectId 缓存 + SessionMemory 按 userId::projectId 隔离 + WeChat 回调自动解析 projectId）
+  - 管理端 IIT 配置流重设计：5 个 Tab 按依赖关系重排（REDCap→变量清单→知识库→质控规则→成员）
+  - AI 自动构建质控规则（D3 程序化 + D1/D5/D6 LLM 生成 + 预览批量导入 + 规则追加而非覆盖）
+  - 批量 QC 后自动调用 DailyQcOrchestrator 派发 eQuery
 - **GCP 业务报表 + Bug 修复已完成**（2026-03-01）：
  - 4 张 GCP 标准报表后端 API（iitQcCockpitService：getEligibilityReport/getCompletenessReport/getEqueryReport/getDeviationReport）
  - 4 个前端报表组件（EligibilityTable/CompletenessTable/EqueryLogTable/DeviationLogTable）
@@ -107,6 +121,37 @@ CRA Agent 是一个**替代 CRA 岗位的自主 AI Agent**，而非辅助 CRA
 - ✅ **端到端测试通过**（REDCap → Node.js → 企业微信）
 - ✅ ~~AI对话集成完成（ChatService + SessionMemory）~~ → 已替换为 ChatOrchestrator

+#### ✅ 已完成功能（V3.2 数据一致性 + 项目隔离 + 管理端重设计 - 2026-03-02）
+- ✅ **QC 数据一致性修复（qc_field_status 为 SSOT）**：
+  - AI 时间线 getTimeline 改为从 qc_field_status 按受试者分组聚合（替代 qc_logs）
+  - 与风险热力图、质控报告数据来源统一，消除数据不一致问题
+  - 时间线展示有问题的受试者（FAIL/WARNING）+ 全部通过的受试者（PASS）
+- ✅ **字段/事件中文显示名**：
+  - getTimeline + getFieldIssues SQL 增加 LEFT JOIN field_metadata（字段中文标签）+ qc_event_status（事件中文标签）
+  - 前端优先显示 fieldLabel / eventLabel，回退到原始技术标识符
+  - 消除 `65a64dbbd9_arm_1`、`check_date` 等不可读标识符
+- ✅ **警告详情可查看**：
+  - 新增 GET /:projectId/qc-cockpit/field-issues 分页查询 API（支持按 severity/dimension/recordId 筛选）
+  - 返回聚合统计（bySeverity + byDimension）
+  - ReportsPage "严重问题"/"警告"卡片可点击，弹出详情 Modal（分页+维度下拉筛选）
+- ✅ **AI 对话项目隔离**：
+  - ChatOrchestrator 从单例改为按 projectId 缓存实例（orchestratorCache Map）
+  - SessionMemory 会话键改为 `userId::projectId`，不同项目聊天历史互不干扰
+  - 后端 /api/v1/iit/chat 路由要求传 projectId
+  - WechatCallbackController 通过 iitUserMapping 自动解析用户 projectId
+- ✅ **管理端 IIT 配置流重设计**：
+  - 5 个配置 Tab 按依赖关系重排：① REDCap 配置 → ② 变量清单 → ③ 知识库 → ④ 质控规则 → ⑤ 项目成员
+  - "同步元数据" 按钮从基础配置移至变量清单 Tab
+  - 各 Tab 增加前置条件检查和提示（如"请先配置 REDCap 并同步变量"）
+- ✅ **AI 自动构建质控规则**：
+  - D3 准确性：基于 field_metadata 程序化生成范围/枚举/必填检查（无需 LLM）
+  - D1 入选排除 / D5 安全性 / D6 方案偏离：LLM 基于变量清单+知识库智能生成
+  - 预览 Modal 支持多选批量导入 + 规则追加（不覆盖已有规则）
+  - 规则按 D1-D7 维度分组展示（Collapse 折叠面板）
+- ✅ **批量 QC 后自动派发 eQuery**：
+  - iitBatchController 执行 QcExecutor.executeBatch 后调用 DailyQcOrchestrator.orchestrate
+  - 返回 equeriesCreated 计数
+
 #### ✅ 已完成功能（GCP 业务报表 + AI 时间线 + Bug 修复 - 2026-03-01）
 - ✅ **GCP 标准报表（阶段 A 4 张）**：
  - D1 筛选入选表（getEligibilityReport：record_summary 全量 + qc_field_status D1 叠加）
@@ -954,8 +999,8 @@ npx ts-node src/modules/iit-manager/test-wechat-push.ts
 ---

 > **提示**：本文档反映IIT Manager Agent模块的最新真实状态，每个里程碑完成后必须更新！  
-> **最后更新**：2026-03-01  
-> **当前进度**：V3.1 QC Engine 完成 | GCP 业务报表 4 张全量完成 | AI Timeline 增强 | 一键全量质控 | 多项 Bug 修复 | Phase 2: LLM 执行摘要待开发  
+> **最后更新**：2026-03-02  
+> **当前进度**：V3.2 数据一致性修复 | 项目隔离 | 管理端配置流重设计 | AI 规则自动生成 | 中文显示名 | 警告详情 Modal | 待部署验证  
 > **核心文档**：
 > - [CRA Agent V3.0 开发计划](./04-开发计划/V3.0全新开发计划/V3.0全新开发计划.md) ⭐⭐⭐⭐⭐
 > - [统一数字 CRA 质控平台 PRD](./04-开发计划/V3.0全新开发计划/统一数字%20CRA%20质控平台产品需求文档(PRD).md) ⭐⭐⭐⭐⭐
--- a/docs/05-部署文档/03-待部署变更清单.md
+++ b/docs/05-部署文档/03-待部署变更清单.md
@@ -15,19 +15,35 @@

 | # | 变更内容 | 迁移文件 | 优先级 | 备注 |
 |---|---------|---------|--------|------|
-| — | *暂无* | | | |
+| DB-1 | modules 表新增 `AIA_PROTOCOL`、`RM` 模块注册，IIT 名称改为「CRA质控」 | 无（运行 seed 脚本） | 高 | 运行 `node scripts/seed-modules.js`（upsert，可重复执行） |
+| DB-2 | RVW Prompt 更新：期刊名称修正为「中华脑血管病杂志」 | 无（重新运行迁移脚本或后台编辑） | 高 | 运行 `npx tsx scripts/migrate-rvw-prompts.ts` 或在 `/admin/prompts/RVW_EDITORIAL` 手动编辑 |

 ### 后端变更 (Node.js)

 | # | 变更内容 | 涉及文件 | 需要操作 | 备注 |
 |---|---------|---------|---------|------|
-| — | *暂无* | | | |
+| BE-1 | 登录踢人机制：同一手机号只能一人同时在线 | `auth.service.ts`, `auth.middleware.ts`, `jwt.service.ts` | 重新构建镜像 | JWT 增加 tokenVersion，登录时递增版本号存入缓存，认证中间件校验版本号 |
+| BE-2 | 模块权限一致性修复：`/me/modules` API 现在尊重 user_modules 精细化配置 | `module.service.ts` | 重新构建镜像 | 之前 `/me/modules` 只看 tenant_modules，现在与登录逻辑一致 |
+| BE-3 | getModuleName 补充 RM、AIA_PROTOCOL、IIT 名称修正 | `userService.ts` | 重新构建镜像 | IIT Manager → CRA质控 |
+| BE-4 | RVW 稿约 Prompt 源文件修正 | `prompts/review_editorial_system.txt` | 重新构建镜像 | 中华医学超声杂志 → 中华脑血管病杂志 |
+| BE-5 | seed 数据：内部租户补充 RM、AIA_PROTOCOL 模块 | `prisma/seed.ts` | 仅影响新环境初始化 | — |
+| BE-6 | 用户模块配置校验放宽：不再限制必须在租户订阅范围内 | `userService.ts` | 重新构建镜像 | 校验改为「模块代码必须在 modules 表中存在」，支持给用户单独开通功能模块 |
+| BE-7 | 用户独立模块生效：user_modules 中的模块即使租户未订阅也纳入权限 | `module.service.ts` | 重新构建镜像 | 如 AIA_PROTOCOL 可单独配给用户 |

 ### 前端变更

 | # | 变更内容 | 涉及文件 | 需要操作 | 备注 |
 |---|---------|---------|---------|------|
-| — | *暂无* | | | |
+| FE-1 | ASL 模块：隐藏数据源/年限/篇数，默认 PubMed | `SetupPanel.tsx` | 重新构建镜像 | 高级筛选面板全部隐藏 |
+| FE-2 | ASL 模块：去掉「研究方案生成」「文献管理」，重新编号 1~6 | `ASLLayout.tsx` | 重新构建镜像 | — |
+| FE-3 | ASL 模块：默认进入智能文献检索（不再是标题摘要初筛） | `asl/index.tsx` | 重新构建镜像 | 路由 index → research/deep |
+| FE-4 | AIA 模块：删除「已接入DeepSeek」和搜索框 | `AgentHub.tsx` | 重新构建镜像 | — |
+| FE-5 | AIA 模块：Protocol Agent 按用户模块权限动态显示 | `AgentHub.tsx`, `constants.ts` | 重新构建镜像 | 通过 `hasModule('AIA_PROTOCOL')` 判断，需 DB-1 配合 |
+| FE-6 | AIA 模块：数据评价与预处理 / 智能统计分析链接修正 | `constants.ts` | 重新构建镜像 | `/dc` → `/research-management` |
+| FE-7 | 首页重定向到 `/ai-qa`，不再显示模块卡片首页 | `App.tsx` | 重新构建镜像 | — |
+| FE-8 | PKB 模块：创建知识库时隐藏科室选择，默认 General | `DashboardPage.tsx` | 重新构建镜像 | — |
+| FE-9 | 被踢出时前端提示「账号已在其他设备登录」 | `axios.ts` | 重新构建镜像 | 配合 BE-1 |
+| FE-10 | 运营端：用户模块权限弹窗显示所有模块（含 RM、AIA_PROTOCOL、CRA质控） | `ModulePermissionModal.tsx` | 重新构建镜像 | 未订阅模块标注"(未订阅)"，不阻止配置 |

 ### Python 微服务变更

@@ -53,6 +69,17 @@
 |---|---------|------|------|
 | — | *暂无* | | |

+### 部署顺序建议
+
+1. **后端先部署**：构建并推送新镜像（包含 BE-1 ~ BE-5）
+2. **运行数据库脚本**：
+   - `node scripts/seed-modules.js`（DB-1：注册 AIA_PROTOCOL、RM 模块）
+   - `npx tsx scripts/migrate-rvw-prompts.ts`（DB-2：更新 RVW 稿约 Prompt）
+3. **前端部署**：构建并推送新镜像（包含 FE-1 ~ FE-9）
+4. **后台配置**：
+   - 为内部测试人员所在租户开通 `AIA_PROTOCOL` 模块
+   - 确认 SSA/ST/IIT/RM 模块权限按需分配给对应租户和用户
+
 ---

 ## 记录模板
--- a/frontend-v2/src/App.tsx
+++ b/frontend-v2/src/App.tsx
@@ -8,7 +8,6 @@ import { RouteGuard } from './framework/router'
 import MainLayout from './framework/layout/MainLayout'
 import AdminLayout from './framework/layout/AdminLayout'
 import OrgLayout from './framework/layout/OrgLayout'
-import HomePage from './pages/HomePage'
 import LoginPage from './pages/LoginPage'
 import AdminDashboard from './pages/admin/AdminDashboard'
 import OrgDashboard from './pages/org/OrgDashboard'
@@ -80,8 +79,8 @@ function App() {
                
                {/* 业务应用端 /app/* */}
                <Route path="/" element={<MainLayout />}>
-                  {/* 首页 */}
-                  <Route index element={<HomePage />} />
+                  {/* 首页重定向到 AI 问答 */}
+                  <Route index element={<Navigate to="/ai-qa" replace />} />
                  
                  {/* 动态加载模块路由 - 基于模块权限系统 ⭐ 2026-01-16 */}
                  {MODULES.filter(m => !m.isExternal).map(module => (
--- a/frontend-v2/src/common/api/axios.ts
+++ b/frontend-v2/src/common/api/axios.ts
@@ -62,9 +62,16 @@ apiClient.interceptors.response.use(
    const hasRefreshToken = !!getRefreshToken();
    const alreadyRetried = originalRequest._retry;

-    if (!is401 || !hasRefreshToken || alreadyRetried) {
-      if (is401 && !hasRefreshToken) {
+    // 检测是否被踢出（其他设备登录）
+    const responseMsg = (error.response?.data as any)?.message || '';
+    const isKicked = is401 && responseMsg.includes('其他设备');
+
+    if (!is401 || !hasRefreshToken || alreadyRetried || isKicked) {
+      if (is401) {
        clearTokens();
+        if (isKicked) {
+          alert('您的账号已在其他设备登录，当前会话已失效，请重新登录');
+        }
        window.location.href = '/login';
      }
      return Promise.reject(error);
--- a/frontend-v2/src/modules/admin/api/iitProjectApi.ts
+++ b/frontend-v2/src/modules/admin/api/iitProjectApi.ts
@@ -195,6 +195,24 @@ export async function testRule(
  return response.data.data;
 }

+/** AI 规则建议（支持按维度生成） */
+export async function suggestRules(
+  projectId: string,
+  dimension?: string
+): Promise<import('../types/iitProject').RuleSuggestion[]> {
+  const params = dimension ? { dimension } : {};
+  const response = await apiClient.post(`${BASE_URL}/${projectId}/rules/suggest`, {}, { params });
+  return response.data.data;
+}
+
+/** D3 规则自动生成（数据驱动，无需 LLM） */
+export async function generateD3Rules(
+  projectId: string
+): Promise<import('../types/iitProject').RuleSuggestion[]> {
+  const response = await apiClient.post(`${BASE_URL}/${projectId}/rules/generate-d3`);
+  return response.data.data;
+}
+
 // ==================== 用户映射 ====================

 /** 获取角色选项 */
--- a/frontend-v2/src/modules/admin/components/ModulePermissionModal.tsx
+++ b/frontend-v2/src/modules/admin/components/ModulePermissionModal.tsx
@@ -73,9 +73,6 @@ const ModulePermissionModal: React.FC<ModulePermissionModalProps> = ({
    }
  };

-  // 可用模块（租户已订阅的）
-  const subscribedModules = moduleOptions.filter((m) => m.isSubscribed);
-
  return (
    <Modal
      title={`配置模块权限 - ${membership.tenantName}`}
@@ -88,28 +85,35 @@ const ModulePermissionModal: React.FC<ModulePermissionModalProps> = ({
      <Spin spinning={loading}>
        <Alert
          message="模块权限说明"
-          description="选择用户在该租户内可以访问的模块。取消所有选择将默认继承租户的全部模块权限。"
+          description="选择用户在该租户内可以访问的模块。取消所有选择将默认继承租户的全部模块权限。灰色模块表示租户尚未订阅。"
          type="info"
          showIcon
          style={{ marginBottom: 16 }}
        />

-        {subscribedModules.length > 0 ? (
+        {moduleOptions.length > 0 ? (
          <Checkbox.Group
            value={selectedModules}
            onChange={(values) => setSelectedModules(values as string[])}
            style={{ width: '100%' }}
          >
            <Row gutter={[16, 16]}>
-              {subscribedModules.map((module) => (
+              {moduleOptions.map((module) => (
                <Col span={12} key={module.code}>
-                  <Checkbox value={module.code}>{module.name}</Checkbox>
+                  <Checkbox value={module.code}>
+                    {module.name}
+                    {!module.isSubscribed && (
+                      <Text type="secondary" style={{ fontSize: 12, marginLeft: 4 }}>
+                        (未订阅)
+                      </Text>
+                    )}
+                  </Checkbox>
                </Col>
              ))}
            </Row>
          </Checkbox.Group>
        ) : (
-          <Text type="secondary">该租户暂无可用模块</Text>
+          <Text type="secondary">暂无可用模块</Text>
        )}
      </Spin>
    </Modal>
--- a/frontend-v2/src/modules/admin/pages/IitProjectDetailPage.tsx
+++ b/frontend-v2/src/modules/admin/pages/IitProjectDetailPage.tsx
@@ -27,6 +27,7 @@ import {
  Empty,
  Tooltip,
  Badge,
+  Collapse,
 } from 'antd';
 import {
  ArrowLeftOutlined,
@@ -42,6 +43,8 @@ import {
  BarChartOutlined,
  DashboardOutlined,
  ClockCircleOutlined,
+  BulbOutlined,
+  RobotOutlined,
 } from '@ant-design/icons';
 import * as iitProjectApi from '../api/iitProjectApi';
 import type {
@@ -49,6 +52,7 @@ import type {
  UpdateProjectRequest,
  QCRule,
  CreateRuleRequest,
+  RuleSuggestion,
  IitUserMapping,
  CreateUserMappingRequest,
  RoleOption,
@@ -65,13 +69,27 @@ const SEVERITY_MAP = {
  info: { color: 'processing', text: '信息' },
 };

-const CATEGORY_MAP = {
+const CATEGORY_MAP: Record<string, { color: string; text: string }> = {
+  D1: { color: '#52c41a', text: 'D1 入选/排除' },
+  D2: { color: '#13c2c2', text: 'D2 完整性' },
+  D3: { color: '#1890ff', text: 'D3 准确性' },
+  D4: { color: '#faad14', text: 'D4 质疑管理' },
+  D5: { color: '#ff4d4f', text: 'D5 安全性' },
+  D6: { color: '#722ed1', text: 'D6 方案偏离' },
+  D7: { color: '#eb2f96', text: 'D7 药物管理' },
  inclusion: { color: '#52c41a', text: '纳入标准' },
  exclusion: { color: '#ff4d4f', text: '排除标准' },
  lab_values: { color: '#1890ff', text: '变量范围' },
  logic_check: { color: '#722ed1', text: '逻辑检查' },
 };

+const AI_BUILD_DIMENSIONS = [
+  { key: 'D3', label: 'D3 准确性规则', description: '基于变量定义自动生成范围/枚举检查', icon: <BarChartOutlined />, needsKb: false, isD3: true },
+  { key: 'D1', label: 'D1 入选/排除规则', description: 'AI 基于知识库生成纳入排除标准检查', icon: <CheckCircleOutlined />, needsKb: true, isD3: false },
+  { key: 'D5', label: 'D5 安全性规则', description: 'AI 生成 AE/SAE 报告时限和完整性检查', icon: <ExclamationCircleOutlined />, needsKb: true, isD3: false },
+  { key: 'D6', label: 'D6 方案偏离规则', description: 'AI 生成访视窗口期和用药合规性检查', icon: <BookOutlined />, needsKb: true, isD3: false },
+];
+
 // ==================== 主组件 ====================

 const IitProjectDetailPage: React.FC = () => {
@@ -143,31 +161,34 @@ const IitProjectDetailPage: React.FC = () => {
    return <Empty description="项目不存在" />;
  }

+  const hasFields = !!project.lastSyncAt;
+  const hasKb = !!(project.knowledgeBaseId || project.knowledgeBase?.id);
+
  const tabItems = [
    {
      key: 'basic',
-      label: 'REDCap 配置',
+      label: '① REDCap 配置',
      children: <BasicConfigTab project={project} onUpdate={loadProject} />,
    },
    {
-      key: 'rules',
-      label: '质控规则',
-      children: <QCRulesTab projectId={project.id} />,
-    },
-    {
-      key: 'members',
-      label: '项目成员',
-      children: <UserMappingTab projectId={project.id} />,
+      key: 'fields',
+      label: '② 变量清单',
+      children: <FieldMetadataTab projectId={project.id} project={project} onUpdate={loadProject} />,
    },
    {
      key: 'kb',
-      label: '知识库',
-      children: <KnowledgeBaseTab project={project} onUpdate={loadProject} />,
+      label: '③ 知识库',
+      children: <KnowledgeBaseTab project={project} onUpdate={loadProject} hasFields={hasFields} />,
    },
    {
-      key: 'fields',
-      label: '变量清单',
-      children: <FieldMetadataTab projectId={project.id} />,
+      key: 'rules',
+      label: `④ 质控规则`,
+      children: <QCRulesTab projectId={project.id} project={project} hasFields={hasFields} hasKb={hasKb} />,
+    },
+    {
+      key: 'members',
+      label: '⑤ 项目成员',
+      children: <UserMappingTab projectId={project.id} />,
    },
  ];

@@ -238,7 +259,6 @@ const BasicConfigTab: React.FC<BasicConfigTabProps> = ({ project, onUpdate }) =>
  const [form] = Form.useForm();
  const [saving, setSaving] = useState(false);
  const [testing, setTesting] = useState(false);
-  const [syncing, setSyncing] = useState(false);

  useEffect(() => {
    form.setFieldsValue({
@@ -281,18 +301,6 @@ const BasicConfigTab: React.FC<BasicConfigTabProps> = ({ project, onUpdate }) =>
    }
  };

-  const handleSyncMetadata = async () => {
-    setSyncing(true);
-    try {
-      const result = await iitProjectApi.syncMetadata(project.id);
-      message.success(`同步成功！共 ${result.fieldCount} 个字段`);
-    } catch (error) {
-      message.error('同步失败');
-    } finally {
-      setSyncing(false);
-    }
-  };
-
  return (
    <div>
      <Form form={form} layout="vertical" onFinish={handleSave} style={{ maxWidth: 600 }}>
@@ -394,9 +402,6 @@ const BasicConfigTab: React.FC<BasicConfigTabProps> = ({ project, onUpdate }) =>
            <Button icon={<CheckCircleOutlined />} onClick={handleTestConnection} loading={testing}>
              测试连接
            </Button>
-            <Button icon={<SyncOutlined />} onClick={handleSyncMetadata} loading={syncing}>
-              同步元数据
-            </Button>
          </Space>
        </Form.Item>
      </Form>
@@ -417,19 +422,28 @@ const BasicConfigTab: React.FC<BasicConfigTabProps> = ({ project, onUpdate }) =>
  );
 };

-// ==================== Tab 2: 质控规则 ====================
+// ==================== Tab 4: 质控规则 ====================

 interface QCRulesTabProps {
  projectId: string;
+  project: IitProject;
+  hasFields: boolean;
+  hasKb: boolean;
 }

-const QCRulesTab: React.FC<QCRulesTabProps> = ({ projectId }) => {
+const QCRulesTab: React.FC<QCRulesTabProps> = ({ projectId, project: _project, hasFields, hasKb }) => {
  const [rules, setRules] = useState<QCRule[]>([]);
  const [loading, setLoading] = useState(true);
  const [modalOpen, setModalOpen] = useState(false);
  const [editingRule, setEditingRule] = useState<QCRule | null>(null);
  const [form] = Form.useForm();

+  const [aiLoading, setAiLoading] = useState<string | null>(null);
+  const [suggestions, setSuggestions] = useState<RuleSuggestion[]>([]);
+  const [selectedSuggestionKeys, setSelectedSuggestionKeys] = useState<React.Key[]>([]);
+  const [previewOpen, setPreviewOpen] = useState(false);
+  const [importing, setImporting] = useState(false);
+
  const loadRules = useCallback(async () => {
    setLoading(true);
    try {
@@ -483,7 +497,7 @@ const QCRulesTab: React.FC<QCRulesTabProps> = ({ projectId }) => {
        logic: JSON.parse(logicValue),
        message: values.message as string,
        severity: values.severity as 'error' | 'warning' | 'info',
-        category: values.category as 'inclusion' | 'exclusion' | 'lab_values' | 'logic_check',
+        category: values.category as CreateRuleRequest['category'],
      };

      if (editingRule) {
@@ -501,22 +515,73 @@ const QCRulesTab: React.FC<QCRulesTabProps> = ({ projectId }) => {
    }
  };

-  const columns = [
+  const handleAiBuild = async (dim: typeof AI_BUILD_DIMENSIONS[number]) => {
+    if (!hasFields) {
+      message.warning('请先在「② 变量清单」中同步元数据');
+      return;
+    }
+    if (dim.needsKb && !hasKb) {
+      message.warning('此维度需要知识库支持，请先在「③ 知识库」中创建并上传文档');
+      return;
+    }
+
+    setAiLoading(dim.key);
+    try {
+      let result: RuleSuggestion[];
+      if (dim.isD3) {
+        result = await iitProjectApi.generateD3Rules(projectId);
+      } else {
+        result = await iitProjectApi.suggestRules(projectId, dim.key);
+      }
+      if (result.length === 0) {
+        message.info('未生成规则，请检查变量清单或知识库内容');
+        return;
+      }
+      setSuggestions(result);
+      setSelectedSuggestionKeys(result.map((_, i) => i));
+      setPreviewOpen(true);
+    } catch (err: any) {
+      message.error(err?.response?.data?.error || err?.message || 'AI 生成失败');
+    } finally {
+      setAiLoading(null);
+    }
+  };
+
+  const handleImportSelected = async () => {
+    const selected = selectedSuggestionKeys.map((k) => suggestions[k as number]).filter(Boolean);
+    if (selected.length === 0) {
+      message.warning('请至少选择一条规则');
+      return;
+    }
+    setImporting(true);
+    try {
+      const rulesToImport: CreateRuleRequest[] = selected.map((s) => ({
+        name: s.name,
+        field: s.field,
+        logic: s.logic,
+        message: s.message,
+        severity: s.severity,
+        category: s.category as CreateRuleRequest['category'],
+      }));
+      const result = await iitProjectApi.importRules(projectId, rulesToImport);
+      message.success(`成功导入 ${result.count} 条规则`);
+      setPreviewOpen(false);
+      setSuggestions([]);
+      setSelectedSuggestionKeys([]);
+      loadRules();
+    } catch (err: any) {
+      message.error(err?.response?.data?.error || '导入失败');
+    } finally {
+      setImporting(false);
+    }
+  };
+
+  const ruleColumns = [
    {
      title: '规则名称',
      dataIndex: 'name',
      key: 'name',
-      width: 200,
-    },
-    {
-      title: '分类',
-      dataIndex: 'category',
-      key: 'category',
-      width: 100,
-      render: (category: keyof typeof CATEGORY_MAP) => {
-        const cat = CATEGORY_MAP[category];
-        return <Tag color={cat?.color}>{cat?.text || category}</Tag>;
-      },
+      width: 220,
    },
    {
      title: '严重程度',
@@ -560,29 +625,149 @@ const QCRulesTab: React.FC<QCRulesTabProps> = ({ projectId }) => {
    },
  ];

+  const DIMENSION_ORDER = ['D1', 'D2', 'D3', 'D4', 'D5', 'D6', 'D7'];
+  const groupedRules = React.useMemo(() => {
+    const groups: Record<string, QCRule[]> = {};
+    for (const rule of rules) {
+      const cat = rule.category || 'other';
+      if (!groups[cat]) groups[cat] = [];
+      groups[cat].push(rule);
+    }
+    const sorted: Record<string, QCRule[]> = {};
+    for (const dim of DIMENSION_ORDER) {
+      if (groups[dim]) { sorted[dim] = groups[dim]; delete groups[dim]; }
+    }
+    for (const [key, val] of Object.entries(groups)) {
+      sorted[key] = val;
+    }
+    return sorted;
+  }, [rules]);
+
+  const previewColumns = [
+    { title: '规则名称', dataIndex: 'name', key: 'name', width: 200 },
+    {
+      title: '分类',
+      dataIndex: 'category',
+      key: 'category',
+      width: 120,
+      render: (c: string) => {
+        const cat = CATEGORY_MAP[c];
+        return <Tag color={cat?.color}>{cat?.text || c}</Tag>;
+      },
+    },
+    {
+      title: '严重程度',
+      dataIndex: 'severity',
+      key: 'severity',
+      width: 100,
+      render: (s: string) => {
+        const sev = SEVERITY_MAP[s as keyof typeof SEVERITY_MAP];
+        return <Tag color={sev?.color}>{sev?.text || s}</Tag>;
+      },
+    },
+    {
+      title: '字段',
+      dataIndex: 'field',
+      key: 'field',
+      width: 150,
+      render: (f: string | string[]) => <Text code>{Array.isArray(f) ? f.join(', ') : f}</Text>,
+    },
+    { title: '提示信息', dataIndex: 'message', key: 'message', ellipsis: true },
+  ];
+
+  if (!hasFields) {
+    return (
+      <Alert
+        message="请先完成变量清单同步"
+        description="质控规则依赖变量清单数据。请先在「② 变量清单」Tab 中从 REDCap 同步元数据。"
+        type="warning"
+        showIcon
+        icon={<ExclamationCircleOutlined />}
+      />
+    );
+  }
+
  return (
    <div>
-      <div style={{ marginBottom: 16, display: 'flex', justifyContent: 'space-between' }}>
-        <Alert
-          message="质控规则使用 JSON Logic 格式定义，用于数据质量检查"
-          type="info"
-          showIcon
-          style={{ flex: 1, marginRight: 16 }}
-        />
+      {/* AI 自动构建规则区域 */}
+      <Card
+        size="small"
+        title={<Space><RobotOutlined /> AI 自动构建质控规则</Space>}
+        style={{ marginBottom: 16, border: '1px solid #d9d9d9', background: '#fafafa' }}
+      >
+        <div style={{ display: 'flex', gap: 12, flexWrap: 'wrap' }}>
+          {AI_BUILD_DIMENSIONS.map((dim) => {
+            const disabled = dim.needsKb && !hasKb;
+            return (
+              <Tooltip
+                key={dim.key}
+                title={disabled ? '需要先创建知识库并上传文档' : dim.description}
+              >
+                <Button
+                  icon={dim.icon}
+                  loading={aiLoading === dim.key}
+                  disabled={disabled || !!aiLoading}
+                  onClick={() => handleAiBuild(dim)}
+                  style={{ height: 'auto', padding: '8px 16px' }}
+                >
+                  <div style={{ textAlign: 'left' }}>
+                    <div style={{ fontWeight: 500 }}>{dim.label}</div>
+                    <div style={{ fontSize: 11, color: '#888', marginTop: 2 }}>
+                      {dim.isD3 ? '数据驱动（无需 LLM）' : 'AI 生成（需要知识库）'}
+                    </div>
+                  </div>
+                </Button>
+              </Tooltip>
+            );
+          })}
+        </div>
+        {!hasKb && (
+          <Text type="secondary" style={{ display: 'block', marginTop: 8, fontSize: 12 }}>
+            提示：D3 准确性规则可直接生成；D1/D5/D6 需要先在「③ 知识库」中上传研究方案等文档
+          </Text>
+        )}
+      </Card>
+
+      {/* 规则列表（按维度分组） */}
+      <div style={{ marginBottom: 16, display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
+        <Text strong>已配置规则 ({rules.length})</Text>
        <Button type="primary" icon={<PlusOutlined />} onClick={handleAdd}>
-          添加规则
+          手动添加规则
        </Button>
      </div>

+      {loading ? (
+        <div style={{ textAlign: 'center', padding: 40 }}><Spin /></div>
+      ) : rules.length === 0 ? (
+        <Empty description="暂无规则，请使用上方 AI 构建或手动添加" />
+      ) : (
+        <Collapse
+          defaultActiveKey={Object.keys(groupedRules)}
+          items={Object.entries(groupedRules).map(([cat, catRules]) => {
+            const catMeta = CATEGORY_MAP[cat];
+            return {
+              key: cat,
+              label: (
+                <Space>
+                  <Tag color={catMeta?.color}>{catMeta?.text || cat}</Tag>
+                  <Text type="secondary">{catRules.length} 条规则</Text>
+                </Space>
+              ),
+              children: (
                <Table
-        columns={columns}
-        dataSource={rules}
+                  columns={ruleColumns}
+                  dataSource={catRules}
                  rowKey="id"
-        loading={loading}
                  pagination={false}
                  size="small"
                />
+              ),
+            };
+          })}
+        />
+      )}

+      {/* 手动编辑规则 Modal */}
      <Modal
        title={editingRule ? '编辑规则' : '添加规则'}
        open={modalOpen}
@@ -597,10 +782,15 @@ const QCRulesTab: React.FC<QCRulesTabProps> = ({ projectId }) => {

          <Form.Item name="category" label="分类" rules={[{ required: true }]}>
            <Select
-              options={Object.entries(CATEGORY_MAP).map(([value, { text }]) => ({
-                value,
-                label: text,
-              }))}
+              options={[
+                { value: 'D1', label: 'D1 入选/排除' },
+                { value: 'D2', label: 'D2 完整性' },
+                { value: 'D3', label: 'D3 准确性' },
+                { value: 'D4', label: 'D4 质疑管理' },
+                { value: 'D5', label: 'D5 安全性' },
+                { value: 'D6', label: 'D6 方案偏离' },
+                { value: 'D7', label: 'D7 药物管理' },
+              ]}
            />
          </Form.Item>

@@ -660,6 +850,55 @@ const QCRulesTab: React.FC<QCRulesTabProps> = ({ projectId }) => {
          </Form.Item>
        </Form>
      </Modal>
+
+      {/* AI 规则预览 + 批量导入 Modal */}
+      <Modal
+        title={
+          <Space>
+            <BulbOutlined style={{ color: '#faad14' }} />
+            AI 生成规则预览
+          </Space>
+        }
+        open={previewOpen}
+        onCancel={() => { setPreviewOpen(false); setSuggestions([]); setSelectedSuggestionKeys([]); }}
+        width={900}
+        footer={
+          <Space>
+            <Text type="secondary">已选 {selectedSuggestionKeys.length} / {suggestions.length} 条</Text>
+            <Button onClick={() => { setPreviewOpen(false); setSuggestions([]); setSelectedSuggestionKeys([]); }}>
+              取消
+            </Button>
+            <Button
+              type="primary"
+              icon={<PlusOutlined />}
+              loading={importing}
+              disabled={selectedSuggestionKeys.length === 0}
+              onClick={handleImportSelected}
+            >
+              导入选中规则
+            </Button>
+          </Space>
+        }
+      >
+        <Alert
+          message="以下规则由 AI 自动生成，请检查后勾选需要导入的规则。导入后可随时编辑或删除。"
+          type="info"
+          showIcon
+          style={{ marginBottom: 16 }}
+        />
+        <Table
+          columns={previewColumns}
+          dataSource={suggestions.map((s, i) => ({ ...s, _key: i }))}
+          rowKey="_key"
+          size="small"
+          pagination={false}
+          scroll={{ y: 400 }}
+          rowSelection={{
+            selectedRowKeys: selectedSuggestionKeys,
+            onChange: (keys) => setSelectedSuggestionKeys(keys),
+          }}
+        />
+      </Modal>
    </div>
  );
 };
@@ -927,9 +1166,10 @@ const UserMappingTab: React.FC<UserMappingTabProps> = ({ projectId }) => {
 interface KnowledgeBaseTabProps {
  project: IitProject;
  onUpdate: () => void;
+  hasFields: boolean;
 }

-const KnowledgeBaseTab: React.FC<KnowledgeBaseTabProps> = ({ project, onUpdate }) => {
+const KnowledgeBaseTab: React.FC<KnowledgeBaseTabProps> = ({ project, onUpdate, hasFields }) => {
  const [documents, setDocuments] = useState<any[]>([]);
  const [loading, setLoading] = useState(false);
  const [creating, setCreating] = useState(false);
@@ -1018,6 +1258,18 @@ const KnowledgeBaseTab: React.FC<KnowledgeBaseTabProps> = ({ project, onUpdate }
    }
  };

+  if (!hasFields) {
+    return (
+      <Alert
+        message="请先完成变量清单同步"
+        description="建议在「② 变量清单」Tab 中先从 REDCap 同步变量元数据，然后再创建知识库。知识库中的研究方案等文档将与变量数据配合，帮助 AI 生成更精准的质控规则。"
+        type="warning"
+        showIcon
+        icon={<ExclamationCircleOutlined />}
+      />
+    );
+  }
+
  if (!kbId) {
    return (
      <div>
@@ -1150,20 +1402,25 @@ const KnowledgeBaseTab: React.FC<KnowledgeBaseTabProps> = ({ project, onUpdate }
  );
 };

-// ==================== Tab 5: 变量清单 ====================
+// ==================== Tab 2: 变量清单 ====================

 interface FieldMetadataTabProps {
  projectId: string;
+  project: IitProject;
+  onUpdate: () => void;
 }

-const FieldMetadataTab: React.FC<FieldMetadataTabProps> = ({ projectId }) => {
+const FieldMetadataTab: React.FC<FieldMetadataTabProps> = ({ projectId, project, onUpdate }) => {
  const [fields, setFields] = useState<any[]>([]);
  const [forms, setForms] = useState<string[]>([]);
  const [total, setTotal] = useState(0);
  const [loading, setLoading] = useState(true);
+  const [syncing, setSyncing] = useState(false);
  const [formFilter, setFormFilter] = useState<string | undefined>(undefined);
  const [search, setSearch] = useState('');

+  const hasRedcapConfig = !!(project.redcapUrl && project.redcapApiToken);
+
  const fetchFields = useCallback(async () => {
    setLoading(true);
    try {
@@ -1184,6 +1441,32 @@ const FieldMetadataTab: React.FC<FieldMetadataTabProps> = ({ projectId }) => {
    fetchFields();
  }, [fetchFields]);

+  const handleSyncMetadata = async () => {
+    setSyncing(true);
+    try {
+      const result = await iitProjectApi.syncMetadata(projectId);
+      message.success(`同步成功！共 ${result.fieldCount} 个字段`);
+      fetchFields();
+      onUpdate();
+    } catch (error) {
+      message.error('同步元数据失败，请检查 REDCap 配置');
+    } finally {
+      setSyncing(false);
+    }
+  };
+
+  if (!hasRedcapConfig) {
+    return (
+      <Alert
+        message="请先完成 REDCap 配置"
+        description="变量清单需要从 REDCap 同步获取。请先在「① REDCap 配置」Tab 中填写 REDCap URL 和 API Token 并保存。"
+        type="warning"
+        showIcon
+        icon={<ExclamationCircleOutlined />}
+      />
+    );
+  }
+
  const columns = [
    {
      title: '变量名',
@@ -1229,7 +1512,29 @@ const FieldMetadataTab: React.FC<FieldMetadataTabProps> = ({ projectId }) => {

  return (
    <div>
-      <Space style={{ marginBottom: 16 }}>
+      {total === 0 && !loading ? (
+        <Alert
+          message="尚未同步变量清单"
+          description="点击下方按钮从 REDCap 同步所有数据变量定义。这是后续配置知识库和质控规则的基础。"
+          type="info"
+          showIcon
+          icon={<SyncOutlined />}
+          style={{ marginBottom: 16 }}
+          action={
+            <Button
+              type="primary"
+              size="large"
+              icon={<SyncOutlined spin={syncing} />}
+              onClick={handleSyncMetadata}
+              loading={syncing}
+            >
+              从 REDCap 同步元数据
+            </Button>
+          }
+        />
+      ) : (
+        <div style={{ marginBottom: 16, display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
+          <Space>
            <Select
              allowClear
              placeholder="按表单筛选"
@@ -1246,6 +1551,12 @@ const FieldMetadataTab: React.FC<FieldMetadataTabProps> = ({ projectId }) => {
            />
            <Text type="secondary">共 {total} 个变量</Text>
          </Space>
+          <Button icon={<SyncOutlined />} onClick={handleSyncMetadata} loading={syncing}>
+            重新同步
+          </Button>
+        </div>
+      )}
+      {total > 0 && (
        <Table
          columns={columns}
          dataSource={fields}
@@ -1255,6 +1566,7 @@ const FieldMetadataTab: React.FC<FieldMetadataTabProps> = ({ projectId }) => {
          pagination={{ pageSize: 50, showSizeChanger: true, showTotal: t => `共 ${t} 条` }}
          scroll={{ y: 500 }}
        />
+      )}
    </div>
  );
 };
--- a/frontend-v2/src/modules/admin/types/iitProject.ts
+++ b/frontend-v2/src/modules/admin/types/iitProject.ts
@@ -76,6 +76,12 @@ export interface TestConnectionResult {

 // ==================== 质控规则相关 ====================

+export type DimensionCode = 'D1' | 'D2' | 'D3' | 'D4' | 'D5' | 'D6' | 'D7';
+
+export type RuleCategory =
+  | 'inclusion' | 'exclusion' | 'lab_values' | 'logic_check'
+  | DimensionCode;
+
 export interface QCRule {
  id: string;
  name: string;
@@ -83,7 +89,7 @@ export interface QCRule {
  logic: Record<string, unknown>;
  message: string;
  severity: 'error' | 'warning' | 'info';
-  category: 'inclusion' | 'exclusion' | 'lab_values' | 'logic_check';
+  category: RuleCategory;
  metadata?: Record<string, unknown>;
 }

@@ -93,10 +99,20 @@ export interface CreateRuleRequest {
  logic: Record<string, unknown>;
  message: string;
  severity: 'error' | 'warning' | 'info';
-  category: 'inclusion' | 'exclusion' | 'lab_values' | 'logic_check';
+  category: RuleCategory;
  metadata?: Record<string, unknown>;
 }

+export interface RuleSuggestion {
+  name: string;
+  field: string | string[];
+  logic: Record<string, unknown>;
+  message: string;
+  severity: 'error' | 'warning' | 'info';
+  category: string;
+  applicableEvents?: string[];
+}
+
 export interface RuleStats {
  total: number;
  byCategory: Record<string, number>;
--- a/frontend-v2/src/modules/aia/components/AgentHub.tsx
+++ b/frontend-v2/src/modules/aia/components/AgentHub.tsx
@@ -8,11 +8,12 @@
 * - 5个阶段，12个智能体卡片
 */

-import React, { useState, useMemo } from 'react';
-import { BrainCircuit, Search } from 'lucide-react';
+import React, { useMemo } from 'react';
+import { BrainCircuit } from 'lucide-react';
 import { AgentCard } from './AgentCard';
 import { AGENTS, PHASES } from '../constants';
 import type { AgentConfig } from '../types';
+import { useAuth } from '@/framework/auth';
 import '../styles/agent-hub.css';

 interface AgentHubProps {
@@ -20,40 +21,32 @@ interface AgentHubProps {
 }

 export const AgentHub: React.FC<AgentHubProps> = ({ onAgentSelect }) => {
-  const [searchValue, setSearchValue] = useState('');
+  const { hasModule } = useAuth();
+
+  // Protocol Agent 按用户模块权限动态显示（管理后台配置 AIA_PROTOCOL）
+  const showProtocol = hasModule('AIA_PROTOCOL');
+
+  const visiblePhases = useMemo(() => {
+    return showProtocol ? PHASES : PHASES.filter(p => !p.isProtocolAgent);
+  }, [showProtocol]);

-  // 按阶段分组智能体
  const agentsByPhase = useMemo(() => {
    const grouped: Record<number, AgentConfig[]> = {};
-    AGENTS.forEach(agent => {
+    const visibleAgents = showProtocol ? AGENTS : AGENTS.filter(a => !a.isProtocolAgent);
+    visibleAgents.forEach(agent => {
      if (!grouped[agent.phase]) {
        grouped[agent.phase] = [];
      }
      grouped[agent.phase].push(agent);
    });
    return grouped;
-  }, []);
-
-  // 搜索提交
-  const handleSearch = () => {
-    if (searchValue.trim()) {
-      // 默认进入第一个智能体并携带搜索内容
-      const firstAgent = AGENTS[0];
-      onAgentSelect({ ...firstAgent, initialQuery: searchValue } as any);
-    }
-  };
-
-  const handleKeyDown = (e: React.KeyboardEvent) => {
-    if (e.key === 'Enter') {
-      handleSearch();
-    }
-  };
+  }, [showProtocol]);

  return (
    <div className="agent-hub">
      {/* 主体内容 */}
      <main className="hub-main">
-        {/* 头部搜索区 */}
+        {/* 头部标题区 */}
        <div className="hub-header">
          <div className="header-title">
            <div className="title-icon">
@@ -61,29 +54,14 @@ export const AgentHub: React.FC<AgentHubProps> = ({ onAgentSelect }) => {
            </div>
            <h1 className="title-text">
              医学研究专属大模型
-              <span className="title-badge">已接入DeepSeek</span>
            </h1>
          </div>
-
-          <div className="search-box">
-            <input
-              type="text"
-              placeholder="输入研究想法，例如：SGLT2抑制剂对心衰患者预后的影响..."
-              value={searchValue}
-              onChange={(e) => setSearchValue(e.target.value)}
-              onKeyDown={handleKeyDown}
-              className="search-input"
-            />
-            <button className="search-btn" onClick={handleSearch}>
-              <Search size={20} />
-            </button>
-          </div>
        </div>

        {/* 流水线模块 */}
        <div className="pipeline-container">
-          {PHASES.map((phase, phaseIndex) => {
-            const isLast = phaseIndex === PHASES.length - 1;
+          {visiblePhases.map((phase, phaseIndex) => {
+            const isLast = phaseIndex === visiblePhases.length - 1;
            const agents = agentsByPhase[phase.phase] || [];
            
            // Protocol Agent 阶段特殊处理（phase 0，单独显示1个卡片）
--- a/frontend-v2/src/modules/aia/constants.ts
+++ b/frontend-v2/src/modules/aia/constants.ts
@@ -127,7 +127,7 @@ export const AGENTS: AgentConfig[] = [
    phase: 4,
    order: 9,
    isTool: true,
-    toolUrl: '/dc',
+    toolUrl: '/research-management',
  },
  {
    id: 'TOOL_10',
@@ -138,7 +138,7 @@ export const AGENTS: AgentConfig[] = [
    phase: 4,
    order: 10,
    isTool: true,
-    toolUrl: '/dc/analysis',
+    toolUrl: '/research-management',
  },

  // Phase 5: 写作助手 (2个)
--- a/frontend-v2/src/modules/asl/components/ASLLayout.tsx
+++ b/frontend-v2/src/modules/asl/components/ASLLayout.tsx
@@ -8,9 +8,7 @@
 import { Layout, Menu } from 'antd';
 import { Outlet, useNavigate, useLocation } from 'react-router-dom';
 import {
-  FileTextOutlined,
  SearchOutlined,
-  FolderOpenOutlined,
  FilterOutlined,
  FileSearchOutlined,
  DatabaseOutlined,
@@ -32,29 +30,15 @@ const ASLLayout = () => {

  // 菜单项配置
  const menuItems: MenuItem[] = [
-    {
-      key: 'research-plan',
-      icon: <FileTextOutlined />,
-      label: '1. 研究方案生成',
-      disabled: true,
-      title: '敬请期待'
-    },
    {
      key: '/literature/research/deep',
      icon: <SearchOutlined />,
-      label: '2. 智能文献检索',
-    },
-    {
-      key: 'literature-management',
-      icon: <FolderOpenOutlined />,
-      label: '3. 文献管理',
-      disabled: true,
-      title: '敬请期待'
+      label: '1. 智能文献检索',
    },
    {
      key: 'title-screening',
      icon: <FilterOutlined />,
-      label: '4. 标题摘要初筛',
+      label: '2. 标题摘要初筛',
      children: [
        {
          key: '/literature/screening/title/settings',
@@ -76,7 +60,7 @@ const ASLLayout = () => {
    {
      key: 'fulltext-screening',
      icon: <FileSearchOutlined />,
-      label: '5. 全文复筛',
+      label: '3. 全文复筛',
      children: [
        {
          key: '/literature/screening/fulltext/settings',
@@ -98,7 +82,7 @@ const ASLLayout = () => {
    {
      key: 'extraction',
      icon: <DatabaseOutlined />,
-      label: '6. 全文智能提取',
+      label: '4. 全文智能提取',
      children: [
        {
          key: '/literature/extraction/setup',
@@ -115,12 +99,12 @@ const ASLLayout = () => {
    {
      key: '/literature/charting',
      icon: <ApartmentOutlined />,
-      label: '7. SR 图表生成器',
+      label: '5. SR 图表生成器',
    },
    {
      key: '/literature/meta-analysis',
      icon: <BarChartOutlined />,
-      label: '8. Meta 分析引擎',
+      label: '6. Meta 分析引擎',
    },
  ];

--- a/frontend-v2/src/modules/asl/components/deep-research/SetupPanel.tsx
+++ b/frontend-v2/src/modules/asl/components/deep-research/SetupPanel.tsx
@@ -6,16 +6,13 @@
 */

 import { useState, useEffect } from 'react';
-import { Card, Checkbox, Button, Input, Select, Spin, Divider, Typography, Tag } from 'antd';
+import { Card, Button, Input, Typography, Tag } from 'antd';
 import {
  ArrowLeftOutlined,
  ThunderboltOutlined,
-  GlobalOutlined,
  EditOutlined,
  CheckCircleOutlined,
 } from '@ant-design/icons';
-import { aslApi } from '../../api';
-import type { DataSourceConfig } from '../../types/deepResearch';

 const { Text } = Typography;

@@ -43,24 +40,11 @@ const SetupPanel: React.FC<SetupPanelProps> = ({
  initialQuery, onSubmit, onBack, loading, collapsed, onExpand,
 }) => {
  const [query, setQuery] = useState(initialQuery);
-  const [dataSources, setDataSources] = useState<DataSourceConfig[]>([]);
-  const [selectedIds, setSelectedIds] = useState<string[]>([]);
-  const [yearRange, setYearRange] = useState<string>('近5年');
-  const [targetCount, setTargetCount] = useState<string>('全面检索');
-  const [loadingSources, setLoadingSources] = useState(true);
  const [loadingTextIdx, setLoadingTextIdx] = useState(0);

-  useEffect(() => {
-    aslApi.getDeepResearchDataSources().then(res => {
-      const sources = res.data || [];
-      setDataSources(sources);
-      setSelectedIds(sources.filter((s: DataSourceConfig) => s.defaultChecked).map((s: DataSourceConfig) => s.id));
-    }).catch(() => {
-      setDataSources([]);
-    }).finally(() => {
-      setLoadingSources(false);
-    });
-  }, []);
+  // 默认使用 PubMed + 近5年 + 全面检索（数据源/年限/篇数 UI 暂时隐藏）
+  const yearRange = '近5年';
+  const targetCount = '全面检索';

  useEffect(() => {
    if (!loading) { setLoadingTextIdx(0); return; }
@@ -70,21 +54,10 @@ const SetupPanel: React.FC<SetupPanelProps> = ({
    return () => clearInterval(timer);
  }, [loading]);

-  const handleToggle = (id: string) => {
-    setSelectedIds(prev =>
-      prev.includes(id) ? prev.filter(x => x !== id) : [...prev, id]
-    );
-  };
-
  const handleSubmit = () => {
-    const domains = dataSources
-      .filter(s => selectedIds.includes(s.id))
-      .map(s => s.domainScope);
-    onSubmit(query, domains, { yearRange, targetCount });
+    onSubmit(query, ['PubMed'], { yearRange, targetCount });
  };

-  const selectedNames = dataSources.filter(s => selectedIds.includes(s.id)).map(s => s.label);
-
  if (collapsed) {
    return (
      <Card size="small" className="!bg-white">
@@ -94,9 +67,7 @@ const SetupPanel: React.FC<SetupPanelProps> = ({
            <div className="min-w-0">
              <Text strong className="block truncate">{query}</Text>
              <div className="flex items-center gap-2 mt-1 flex-wrap">
-                {selectedNames.map(name => (
-                  <Tag key={name} className="!text-xs !m-0">{name}</Tag>
-                ))}
+                <Tag className="!text-xs !m-0">PubMed</Tag>
                <Text type="secondary" className="text-xs">{yearRange} · {targetCount}</Text>
              </div>
            </div>
@@ -111,9 +82,6 @@ const SetupPanel: React.FC<SetupPanelProps> = ({
    );
  }

-  const englishSources = dataSources.filter(s => s.category === 'english');
-  const chineseSources = dataSources.filter(s => s.category === 'chinese');
-
  return (
    <div>
      <div className="flex items-center gap-3 mb-4">
@@ -133,77 +101,7 @@ const SetupPanel: React.FC<SetupPanelProps> = ({
        />
      </Card>

-      <Card className="mb-4" size="small" title={<><GlobalOutlined className="mr-2" />选择数据源</>}>
-        {loadingSources ? (
-          <Spin size="small" />
-        ) : (
-          <>
-            <Text type="secondary" className="block mb-3 text-xs">英文数据库</Text>
-            <div className="flex flex-col gap-2 mb-4">
-              {englishSources.map(ds => (
-                <Checkbox
-                  key={ds.id}
-                  checked={selectedIds.includes(ds.id)}
-                  onChange={() => handleToggle(ds.id)}
-                >
-                  <span className="font-medium">{ds.label}</span>
-                  <span className="text-gray-400 text-xs ml-2">{ds.domainScope}</span>
-                </Checkbox>
-              ))}
-            </div>
-
-            <Divider className="!my-3" />
-
-            <Text type="secondary" className="block mb-3 text-xs">中文数据库</Text>
-            <div className="flex flex-col gap-2">
-              {chineseSources.map(ds => (
-                <Checkbox
-                  key={ds.id}
-                  checked={selectedIds.includes(ds.id)}
-                  onChange={() => handleToggle(ds.id)}
-                >
-                  <span className="font-medium">{ds.label}</span>
-                  <span className="text-gray-400 text-xs ml-2">{ds.domainScope}</span>
-                </Checkbox>
-              ))}
-            </div>
-          </>
-        )}
-      </Card>
-
-      <Card className="mb-6" size="small" title="高级筛选">
-        <div className="flex gap-4">
-          <div className="flex-1">
-            <Text type="secondary" className="block mb-1 text-xs">时间范围</Text>
-            <Select
-              value={yearRange}
-              onChange={setYearRange}
-              className="w-full"
-              options={[
-                { value: '不限', label: '不限' },
-                { value: '近1年', label: '近1年' },
-                { value: '近3年', label: '近3年' },
-                { value: '近5年', label: '近5年' },
-                { value: '近10年', label: '近10年' },
-              ]}
-            />
-          </div>
-          <div className="flex-1">
-            <Text type="secondary" className="block mb-1 text-xs">目标数量</Text>
-            <Select
-              value={targetCount}
-              onChange={setTargetCount}
-              className="w-full"
-              options={[
-                { value: '全面检索', label: '全面检索' },
-                { value: '约20篇', label: '约20篇' },
-                { value: '约50篇', label: '约50篇' },
-                { value: '约100篇', label: '约100篇' },
-              ]}
-            />
-          </div>
-        </div>
-      </Card>
+      {/* 数据源/年限/篇数暂时隐藏，默认 PubMed + 近5年 + 全面检索 */}

      <Button
        type="primary"
@@ -212,7 +110,7 @@ const SetupPanel: React.FC<SetupPanelProps> = ({
        block
        onClick={handleSubmit}
        loading={loading}
-        disabled={!query.trim() || selectedIds.length === 0}
+        disabled={!query.trim()}
      >
        {loading ? LOADING_TEXTS[loadingTextIdx] : '生成检索需求书'}
      </Button>
--- a/frontend-v2/src/modules/asl/index.tsx
+++ b/frontend-v2/src/modules/asl/index.tsx
@@ -47,7 +47,7 @@ const ASLModule = () => {
    >
      <Routes>
        <Route path="" element={<ASLLayout />}>
-          <Route index element={<Navigate to="screening/title/settings" replace />} />
+          <Route index element={<Navigate to="research/deep" replace />} />
          
          {/* 智能文献检索 V1.x（保留兼容） */}
          <Route path="research/search" element={<ResearchSearch />} />
--- a/frontend-v2/src/modules/iit/api/iitProjectApi.ts
+++ b/frontend-v2/src/modules/iit/api/iitProjectApi.ts
@@ -423,30 +423,32 @@ export async function getQcRecordDetail(

 // ==================== AI 时间线 ====================

+export interface TimelineIssue {
+  ruleId: string;
+  ruleName: string;
+  ruleCategory?: string;
+  field?: string;
+  fieldLabel?: string;
+  eventId?: string;
+  eventLabel?: string;
+  formName?: string;
+  message: string;
+  severity: string;
+  actualValue?: string;
+  expectedValue?: string;
+}
+
 export interface TimelineItem {
  id: string;
  type: 'qc_check';
  time: string;
  recordId: string;
-  eventLabel?: string;
-  formName?: string;
  status: string;
  triggeredBy: string;
  description: string;
  details: {
-    rulesEvaluated: number;
-    rulesPassed: number;
-    rulesFailed: number;
    issuesSummary: { red: number; yellow: number };
-    issues?: Array<{
-      ruleId: string;
-      ruleName: string;
-      field?: string;
-      message: string;
-      severity: string;
-      actualValue?: string;
-      expectedValue?: string;
-    }>;
+    issues: TimelineIssue[];
  };
 }

@@ -459,6 +461,49 @@ export async function getTimeline(
  return response.data.data;
 }

+// ==================== 字段级问题查询 ====================
+
+export interface FieldIssueItem {
+  id: string;
+  recordId: string;
+  eventId: string;
+  eventLabel?: string;
+  formName: string;
+  fieldName: string;
+  fieldLabel?: string;
+  ruleCategory: string;
+  ruleName: string;
+  ruleId: string;
+  severity: string;
+  status: string;
+  message: string;
+  actualValue?: string;
+  expectedValue?: string;
+  lastQcAt: string;
+}
+
+export interface FieldIssuesSummary {
+  totalIssues: number;
+  bySeverity: Record<string, number>;
+  byDimension: Record<string, number>;
+}
+
+export interface FieldIssuesResponse {
+  items: FieldIssueItem[];
+  total: number;
+  page: number;
+  pageSize: number;
+  summary: FieldIssuesSummary;
+}
+
+export async function getFieldIssues(
+  projectId: string,
+  params?: { page?: number; pageSize?: number; severity?: string; dimension?: string; recordId?: string }
+): Promise<FieldIssuesResponse> {
+  const response = await apiClient.get(`${BASE_URL}/${projectId}/qc-cockpit/field-issues`, { params });
+  return response.data.data;
+}
+
 // ==================== 重大事件 ====================

 export interface CriticalEvent {
--- a/frontend-v2/src/modules/iit/pages/AiStreamPage.tsx
+++ b/frontend-v2/src/modules/iit/pages/AiStreamPage.tsx
@@ -1,8 +1,8 @@
 /**
 * AI 实时工作流水页 (Level 2)
 *
- * 以 Timeline 展示 Agent 每次质控的完整动作链，AI 白盒化。
- * 显示中文事件名、实际规则数、五层定位详情、最终判定状态。
+ * 以 Timeline 展示 Agent 质控结果，数据来源: qc_field_status (SSOT)。
+ * 按受试者分组展示问题详情，支持按维度分组查看。
 */

 import React, { useState, useEffect, useCallback } from 'react';
@@ -28,16 +28,20 @@ import {
  SyncOutlined,
  ClockCircleOutlined,
  RobotOutlined,
-  ApiOutlined,
  BellOutlined,
  FileSearchOutlined,
 } from '@ant-design/icons';
 import * as iitProjectApi from '../api/iitProjectApi';
-import type { TimelineItem } from '../api/iitProjectApi';
+import type { TimelineItem, TimelineIssue } from '../api/iitProjectApi';
 import { useIitProject } from '../context/IitProjectContext';

 const { Text } = Typography;

+const DIMENSION_LABELS: Record<string, string> = {
+  D1: '入选/排除', D2: '完整性', D3: '准确性', D4: '质疑管理',
+  D5: '安全性', D6: '方案偏离', D7: '药物管理',
+};
+
 const STATUS_DOT: Record<string, { color: string; icon: React.ReactNode; label: string }> = {
  PASS: { color: 'green', icon: <CheckCircleOutlined />, label: '通过' },
  FAIL: { color: 'red', icon: <CloseCircleOutlined />, label: '严重' },
@@ -66,7 +70,7 @@ const AiStreamPage: React.FC = () => {
    try {
      const result = await iitProjectApi.getTimeline(projectId, {
        page,
-        pageSize: 30,
+        pageSize: 20,
        date: dateFilter,
      });
      setItems(result.items);
@@ -85,29 +89,40 @@ const AiStreamPage: React.FC = () => {
    fetchData();
  };

-  const timelineItems = items.map((item) => {
-    const dotCfg = STATUS_DOT[item.status] || { color: 'gray', icon: <ClockCircleOutlined />, label: '未知' };
-    const triggerCfg = TRIGGER_TAG[item.triggeredBy] || { color: 'default', label: item.triggeredBy };
-    const { red, yellow } = item.details.issuesSummary;
-    const time = new Date(item.time);
-    const timeStr = time.toLocaleTimeString('zh-CN', { hour: '2-digit', minute: '2-digit', second: '2-digit' });
-    const dateStr = time.toLocaleDateString('zh-CN');
-
-    const eventLabel = item.eventLabel || '';
-    const issues = item.details.issues || [];
-
  const issueColumns = [
+    {
+      title: '维度',
+      dataIndex: 'ruleCategory',
+      width: 90,
+      render: (v: string) => {
+        const label = DIMENSION_LABELS[v] || v;
+        return <Tag color="blue">{v ? `${v} ${label}` : '—'}</Tag>;
+      },
+    },
    {
      title: '规则',
      dataIndex: 'ruleName',
      width: 160,
-        render: (v: string, r: any) => (
-          <Space size={4}>
-            <Text>{v || r.ruleId}</Text>
-          </Space>
-        ),
+      render: (v: string, r: TimelineIssue) => <Text>{v || r.ruleId || '—'}</Text>,
+    },
+    {
+      title: '字段',
+      dataIndex: 'field',
+      width: 140,
+      render: (v: string, r: TimelineIssue) => {
+        const label = r.fieldLabel || v;
+        return label ? <Text>{label}</Text> : '—';
+      },
+    },
+    {
+      title: '事件',
+      dataIndex: 'eventId',
+      width: 140,
+      render: (v: string, r: TimelineIssue) => {
+        const label = r.eventLabel || v;
+        return label || '—';
+      },
    },
-      { title: '字段', dataIndex: 'field', width: 110, render: (v: string) => v ? <Text code>{v}</Text> : '—' },
    { title: '问题描述', dataIndex: 'message', ellipsis: true },
    {
      title: '严重度',
@@ -127,8 +142,26 @@ const AiStreamPage: React.FC = () => {
    },
  ];

+  const timelineItems = items.map((item) => {
+    const dotCfg = STATUS_DOT[item.status] || { color: 'gray', icon: <ClockCircleOutlined />, label: '未知' };
+    const triggerCfg = TRIGGER_TAG[item.triggeredBy] || { color: 'default', label: item.triggeredBy };
+    const { red, yellow } = item.details.issuesSummary;
+    const time = new Date(item.time);
+    const timeStr = time.toLocaleTimeString('zh-CN', { hour: '2-digit', minute: '2-digit', second: '2-digit' });
+    const dateStr = time.toLocaleDateString('zh-CN');
+
+    const issues = item.details.issues || [];
+
+    // 按维度分组
+    const groupedByDimension = issues.reduce<Record<string, TimelineIssue[]>>((acc, iss) => {
+      const key = iss.ruleCategory || '其他';
+      if (!acc[key]) acc[key] = [];
+      acc[key].push(iss);
+      return acc;
+    }, {});
+
    return {
-      color: dotCfg.color as any,
+      color: dotCfg.color as string,
      dot: dotCfg.icon,
      children: (
        <div style={{ paddingBottom: 8 }}>
@@ -153,29 +186,20 @@ const AiStreamPage: React.FC = () => {
          }}>
            <Space wrap size={4} style={{ marginBottom: 4 }}>
              <RobotOutlined style={{ color: '#3b82f6' }} />
-              <Text>扫描受试者 <Text code>{item.recordId}</Text></Text>
-              {eventLabel && <Tag color="geekblue">{eventLabel}</Tag>}
+              <Text>受试者 <Text code>{item.recordId}</Text></Text>
            </Space>

-            <div style={{ marginLeft: 20 }}>
-              <Space size={4}>
-                <ApiOutlined style={{ color: '#8b5cf6' }} />
-                <Text>执行 <Text strong>{item.details.rulesEvaluated}</Text> 条规则</Text>
-                <Text type="success">→ {item.details.rulesPassed} 通过</Text>
-                {item.details.rulesFailed > 0 && (
-                  <Text type="danger">/ {item.details.rulesFailed} 失败</Text>
-                )}
-              </Space>
-            </div>
-
            {(red > 0 || yellow > 0) && (
              <div style={{ marginLeft: 20, marginTop: 2 }}>
-                <Space size={4}>
+                <Space size={8}>
                  <BellOutlined style={{ color: red > 0 ? '#ef4444' : '#f59e0b' }} />
-                  {red > 0 && <Badge count={red} style={{ backgroundColor: '#ef4444' }} />}
-                  {red > 0 && <Text type="danger">严重问题</Text>}
-                  {yellow > 0 && <Badge count={yellow} style={{ backgroundColor: '#f59e0b' }} />}
-                  {yellow > 0 && <Text style={{ color: '#d97706' }}>警告</Text>}
+                  {red > 0 && <><Badge count={red} style={{ backgroundColor: '#ef4444' }} /><Text type="danger">严重问题</Text></>}
+                  {yellow > 0 && <><Badge count={yellow} style={{ backgroundColor: '#f59e0b' }} /><Text style={{ color: '#d97706' }}>警告</Text></>}
+                  {Object.entries(groupedByDimension).map(([dim, dimIssues]) => (
+                    <Tag key={dim} color="processing" style={{ fontSize: 10 }}>
+                      {dim} {DIMENSION_LABELS[dim] || ''}: {dimIssues.length}
+                    </Tag>
+                  ))}
                </Space>
              </div>
            )}
@@ -200,6 +224,7 @@ const AiStreamPage: React.FC = () => {
                      size="small"
                      pagination={false}
                      columns={issueColumns}
+                      scroll={{ x: 800 }}
                    />
                  ),
                }]}
@@ -225,7 +250,7 @@ const AiStreamPage: React.FC = () => {
        <Space>
          <Tag icon={<ThunderboltOutlined />} color="processing">实时</Tag>
          <Badge count={total} overflowCount={9999} style={{ backgroundColor: '#3b82f6' }}>
-            <Text type="secondary">条工作记录</Text>
+            <Text type="secondary">位受试者</Text>
          </Badge>
        </Space>
        <Space>
@@ -251,9 +276,9 @@ const AiStreamPage: React.FC = () => {
              <Pagination
                current={page}
                total={total}
-                pageSize={30}
+                pageSize={20}
                onChange={setPage}
-                showTotal={(t) => `共 ${t} 条`}
+                showTotal={(t) => `共 ${t} 位受试者`}
                size="small"
              />
            </div>
--- a/frontend-v2/src/modules/iit/pages/ReportsPage.tsx
+++ b/frontend-v2/src/modules/iit/pages/ReportsPage.tsx
@@ -27,6 +27,8 @@ import {
  Select,
  Badge,
  Spin,
+  Modal,
+  Pagination,
 } from 'antd';
 import {
  FileTextOutlined,
@@ -38,9 +40,10 @@ import {
  DatabaseOutlined,
  QuestionCircleOutlined,
  ExceptionOutlined,
+  EyeOutlined,
 } from '@ant-design/icons';
 import * as iitProjectApi from '../api/iitProjectApi';
-import type { QcReport, CriticalEvent } from '../api/iitProjectApi';
+import type { QcReport, CriticalEvent, FieldIssueItem, FieldIssuesSummary } from '../api/iitProjectApi';
 import { useIitProject } from '../context/IitProjectContext';

 const EligibilityTable = lazy(() => import('../components/reports/EligibilityTable'));
@@ -62,6 +65,16 @@ const ReportsPage: React.FC = () => {
  const [ceTotal, setCeTotal] = useState(0);
  const [ceStatusFilter, setCeStatusFilter] = useState<string | undefined>(undefined);

+  // 问题详情 Modal
+  const [issueModalOpen, setIssueModalOpen] = useState(false);
+  const [issueModalSeverity, setIssueModalSeverity] = useState<string | undefined>(undefined);
+  const [issueModalDimension, setIssueModalDimension] = useState<string | undefined>(undefined);
+  const [issueItems, setIssueItems] = useState<FieldIssueItem[]>([]);
+  const [issueTotal, setIssueTotal] = useState(0);
+  const [issuePage, setIssuePage] = useState(1);
+  const [issueSummary, setIssueSummary] = useState<FieldIssuesSummary | null>(null);
+  const [issueLoading, setIssueLoading] = useState(false);
+
  const fetchReport = useCallback(async () => {
    if (!projectId) return;
    setLoading(true);
@@ -82,6 +95,34 @@ const ReportsPage: React.FC = () => {

  useEffect(() => { fetchReport(); }, [fetchReport]);

+  const fetchIssues = useCallback(async (severity?: string, dimension?: string, pg = 1) => {
+    if (!projectId) return;
+    setIssueLoading(true);
+    try {
+      const data = await iitProjectApi.getFieldIssues(projectId, {
+        page: pg,
+        pageSize: 20,
+        severity,
+        dimension,
+      });
+      setIssueItems(data.items);
+      setIssueTotal(data.total);
+      setIssueSummary(data.summary);
+    } catch {
+      setIssueItems([]);
+    } finally {
+      setIssueLoading(false);
+    }
+  }, [projectId]);
+
+  const openIssueModal = (severity?: string) => {
+    setIssueModalSeverity(severity);
+    setIssueModalDimension(undefined);
+    setIssuePage(1);
+    setIssueModalOpen(true);
+    fetchIssues(severity, undefined, 1);
+  };
+
  const handleRefresh = async () => {
    if (!projectId) return;
    setRefreshing(true);
@@ -117,8 +158,12 @@ const ReportsPage: React.FC = () => {
            <Col span={4}><Card size="small">
              <Statistic title="通过率" value={summary.passRate} suffix="%" valueStyle={{ color: summary.passRate >= 80 ? '#52c41a' : summary.passRate >= 60 ? '#faad14' : '#ff4d4f' }} />
            </Card></Col>
-            <Col span={4}><Card size="small"><Statistic title="严重问题" value={summary.criticalIssues} prefix={<WarningOutlined />} valueStyle={{ color: '#ff4d4f' }} /></Card></Col>
-            <Col span={4}><Card size="small"><Statistic title="警告" value={summary.warningIssues} prefix={<AlertOutlined />} valueStyle={{ color: '#faad14' }} /></Card></Col>
+            <Col span={4}><Card size="small" hoverable onClick={() => openIssueModal('critical')} style={{ cursor: 'pointer' }}>
+              <Statistic title={<Space size={4}>严重问题 <EyeOutlined style={{ fontSize: 12, color: '#999' }} /></Space>} value={summary.criticalIssues} prefix={<WarningOutlined />} valueStyle={{ color: '#ff4d4f' }} />
+            </Card></Col>
+            <Col span={4}><Card size="small" hoverable onClick={() => openIssueModal('warning')} style={{ cursor: 'pointer' }}>
+              <Statistic title={<Space size={4}>警告 <EyeOutlined style={{ fontSize: 12, color: '#999' }} /></Space>} value={summary.warningIssues} prefix={<AlertOutlined />} valueStyle={{ color: '#faad14' }} />
+            </Card></Col>
            <Col span={4}><Card size="small"><Statistic title="待处理 Query" value={summary.pendingQueries} /></Card></Col>
          </Row>

@@ -223,6 +268,117 @@ const ReportsPage: React.FC = () => {

  const lazyFallback = <Spin style={{ display: 'block', margin: '40px auto' }} />;

+  const DIMENSION_LABELS: Record<string, string> = {
+    D1: '入选/排除', D2: '完整性', D3: '准确性', D4: '质疑管理',
+    D5: '安全性', D6: '方案偏离', D7: '药物管理',
+  };
+
+  const issueDetailColumns = [
+    { title: '受试者', dataIndex: 'recordId', width: 80, render: (v: string) => <Text strong>{v}</Text> },
+    {
+      title: '事件',
+      dataIndex: 'eventLabel',
+      width: 130,
+      render: (v: string, r: FieldIssueItem) => v || r.eventId || '—',
+    },
+    {
+      title: '字段',
+      dataIndex: 'fieldLabel',
+      width: 130,
+      render: (v: string, r: FieldIssueItem) => (v || r.fieldName) ? <Text>{v || r.fieldName}</Text> : '—',
+    },
+    {
+      title: '维度',
+      dataIndex: 'ruleCategory',
+      width: 100,
+      render: (v: string) => <Tag color="blue">{v ? `${v} ${DIMENSION_LABELS[v] || ''}` : '—'}</Tag>,
+    },
+    { title: '规则', dataIndex: 'ruleName', width: 140, ellipsis: true },
+    { title: '问题描述', dataIndex: 'message', ellipsis: true },
+    {
+      title: '严重度',
+      dataIndex: 'severity',
+      width: 80,
+      render: (s: string) => <Tag color={s === 'critical' ? 'error' : 'warning'}>{s === 'critical' ? '严重' : '警告'}</Tag>,
+    },
+    { title: '实际值', dataIndex: 'actualValue', width: 90, render: (v: string) => v ?? '—' },
+    { title: '检出时间', dataIndex: 'lastQcAt', width: 150, render: (d: string) => d ? new Date(d).toLocaleString('zh-CN') : '—' },
+  ];
+
+  const issueModal = (
+    <Modal
+      title={
+        <Space>
+          {issueModalSeverity === 'critical' ? <WarningOutlined style={{ color: '#ff4d4f' }} /> : <AlertOutlined style={{ color: '#faad14' }} />}
+          {issueModalSeverity === 'critical' ? '严重问题详情' : issueModalSeverity === 'warning' ? '警告详情' : '所有问题详情'}
+          <Badge count={issueTotal} style={{ backgroundColor: issueModalSeverity === 'critical' ? '#ff4d4f' : '#faad14' }} />
+        </Space>
+      }
+      open={issueModalOpen}
+      onCancel={() => setIssueModalOpen(false)}
+      width={1100}
+      footer={null}
+    >
+      <div style={{ marginBottom: 12 }}>
+        <Space wrap>
+          <Select
+            placeholder="按维度筛选"
+            allowClear
+            style={{ width: 160 }}
+            value={issueModalDimension}
+            onChange={(val) => {
+              setIssueModalDimension(val);
+              setIssuePage(1);
+              fetchIssues(issueModalSeverity, val, 1);
+            }}
+            options={
+              issueSummary
+                ? Object.entries(issueSummary.byDimension).map(([dim, cnt]) => ({
+                    value: dim,
+                    label: `${dim} ${DIMENSION_LABELS[dim] || ''} (${cnt})`,
+                  }))
+                : []
+            }
+          />
+          {issueSummary && (
+            <Space size={12}>
+              <Text type="secondary">
+                严重: <Text type="danger" strong>{issueSummary.bySeverity.critical || 0}</Text>
+              </Text>
+              <Text type="secondary">
+                警告: <Text style={{ color: '#faad14' }} strong>{issueSummary.bySeverity.warning || 0}</Text>
+              </Text>
+            </Space>
+          )}
+        </Space>
+      </div>
+
+      <Table
+        dataSource={issueItems}
+        rowKey="id"
+        columns={issueDetailColumns}
+        size="small"
+        loading={issueLoading}
+        pagination={false}
+        scroll={{ x: 1000, y: 400 }}
+      />
+
+      <div style={{ textAlign: 'center', marginTop: 12 }}>
+        <Pagination
+          current={issuePage}
+          total={issueTotal}
+          pageSize={20}
+          onChange={(pg) => {
+            setIssuePage(pg);
+            fetchIssues(issueModalSeverity, issueModalDimension, pg);
+          }}
+          showTotal={(t) => `共 ${t} 条`}
+          size="small"
+        />
+      </div>
+    </Modal>
+  );
+
  return (
    <div>
      <div style={{ marginBottom: 16, display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
@@ -282,6 +438,7 @@ const ReportsPage: React.FC = () => {
          ]}
        />
      </Card>
+      {issueModal}
    </div>
  );
 };
--- a/frontend-v2/src/modules/pkb/pages/DashboardPage.tsx
+++ b/frontend-v2/src/modules/pkb/pages/DashboardPage.tsx
@@ -84,7 +84,7 @@ const DashboardPage: React.FC = () => {
  const [selectedTypeId, setSelectedTypeId] = useState<KBType | null>(null);
  
  // 表单数据
-  const [formData, setFormData] = useState({ name: '', department: 'Cardiology' });
+  const [formData, setFormData] = useState({ name: '', department: 'General' });
  const [files, setFiles] = useState<any[]>([]);
  // 新增：创建知识库后保存ID，用于Step3上传文档
  const [createdKbId, setCreatedKbId] = useState<string | null>(null);
@@ -141,7 +141,7 @@ const DashboardPage: React.FC = () => {
  const handleCreateOpen = () => {
    setCreateStep(1);
    setSelectedTypeId(null);
-    setFormData({ name: '', department: 'Cardiology' });
+    setFormData({ name: '', department: 'General' });
    setFiles([]);
    setCreatedKbId(null);
    setUploadedCount(0);
@@ -400,19 +400,7 @@ const DashboardPage: React.FC = () => {
                      />
                    </div>
                    
-                    <div>
-                      <label className="block text-sm font-bold text-slate-700 mb-2">所属科室 (用于 AI 角色设定)</label>
-                      <select 
-                        className="w-full px-4 py-3 border border-gray-300 rounded-lg bg-white outline-none focus:ring-2 focus:ring-blue-500 text-base"
-                        value={formData.department}
-                        onChange={(e) => setFormData({...formData, department: e.target.value})}
-                      >
-                        <option value="Cardiology">心内科</option>
-                        <option value="Neurology">神经内科</option>
-                        <option value="Oncology">肿瘤科</option>
-                        <option value="General">全科</option>
-                      </select>
-                    </div>
+                    {/* 科室选择暂时隐藏，默认使用 General */}
                  </div>
                </div>
              )}