Revamp AI steward executive briefing workflows

CLAUDE.md

@@ -389,12 +389,15 @@ frontend/
 - 更新：`frontend/src/pages/AIStewardPage.tsx`（降级为轻量入口，转发到 `pages/ai-steward/AIStewardPage`）
 - 新增：`frontend/src/pages/ai-steward/types.ts`、`frontend/src/pages/ai-steward/constants.ts`（AI Steward 类型与常量集中管理）
 - 新增：`frontend/src/pages/ai-steward/components/FeatureOverviewCards.tsx`（AI Steward 首页功能卡片组件）
+- 新增：`frontend/src/pages/ai-steward/components/BriefingPrintDocument.tsx`、`BriefingSectionCard.tsx`、`BriefingDetailDrawer.tsx`（AI Steward 简报中心打印导出模板、固定高度项目分组卡片与右侧详情抽屉）
 - 新增：`frontend/src/pages/ai-steward/sections/OverviewTab.tsx`、`CreateProjectTab.tsx`、`SignalsTab.tsx`、`ConflictsTab.tsx`、`BlockersTab.tsx`、`BriefingTab.tsx`、`EngineTab.tsx`、`FeedbackCenterTab.tsx`（AI Steward 分阶段 UI 拆分）
 - 新增：`backend/app/services/executive_briefing_service.py`、`backend/app/api/ai_steward_api/routes_executive_briefing.py`（老板晨报聚合服务与 manager-only 接口，配置持久化复用 `Integration(type='executive_briefing')`，快照复用 `PortfolioSnapshot(scope_type='executive_brief')`）
+- 新增：`backend/app/services/tenant_briefing_service.py`、`backend/tests/test_daily_briefing_v2_api.py`（租户级简报统一内核与 `daily-briefing-v2` viewer scope 过滤回归）
 - 新增：`backend/tests/test_executive_briefing_api.py`、`backend/tests/test_ai_pmo_cadence_scheduler.py`（老板晨报接口包络、配置落库、管理群文案与调度时间窗回归）
 - 更新：`backend/app/services/ai_pmo/ai_pmo_cadence/service.py`、`mixin_builders.py`、`mixin_snapshots.py`、`backend/app/services/scheduler_center_core/ai_pmo_cadence.py`（新增 `executive_brief` cadence type，支持租户级晨报快照生成与管理群 outbox 推送）
-- 更新：`frontend/src/api/aiSteward.ts`（新增 cognitive conflicts / blockers / daily briefing / executive briefing API 封装，AI Steward 页面不再直接 `fetch`）
+- 更新：`backend/app/services/executive_briefing_service.py`（读取 `snapshot` 时若命中旧结构快照，会自动按当前代码重建新版 payload，避免简报中心默认打开仍停留在无详情/无精准跳转的旧结构）
-- 更新：`frontend/src/pages/ai-steward/AIStewardPage.tsx`、`components/FeatureOverviewCards.tsx`、`sections/OverviewTab.tsx`（BOSS/ADMIN 首页升级为老板晨报中心，支持晨报快照、实时刷新、调度配置与异常优先看板）
+- 更新：`frontend/src/api/aiSteward.ts`（新增 cognitive conflicts / blockers / `daily-briefing-v2` / executive briefing API 封装，AI Steward 页面不再直接 `fetch`）
+- 更新：`frontend/src/pages/ai-steward/AIStewardPage.tsx`、`components/FeatureOverviewCards.tsx`、`sections/OverviewTab.tsx`、`sections/BriefingTab.tsx`（晨报中心与每日简报共享 `snapshot/live` 模式；前端只保留一个“简报中心”入口，支持固定高度卡片、项目分组预览、右侧详情抽屉、精准跳转与完整详细导出）
 - 更新：`frontend/src/pages/ai-steward/sections/CreateProjectTab.tsx`（零配置创建结果区内联展示 `signal_sources` 分组，复用现有 AI Steward 页面，不新增独立路由）
 - 新增：`frontend/src/pages/ai-steward/components/feedback-center/FeedbackList.tsx`、`FeedbackDetail.tsx`、`ReasonPicker.tsx`、`MetricsPanel.tsx`、`TrendPanel.tsx`（反馈中心三栏工作台、指标页与趋势页组件；趋势页支持 `7/30 天` 与 `all/task/qa/signal` 局部筛选，并提供洞察卡、原因筛选与一键钻取）
 - 新增：`frontend/src/pages/ai-steward/components/feedback-center/TrendPanel.tsx` 的趋势决策版布局（Scope / KPI / Insights / Drilldown / Evidence）
@@ -406,6 +409,7 @@ frontend/
 - 新增：`frontend/src/lib/api.ts`、`apiError.ts`、`display.ts`、`datetime.ts`、`inbox.ts`、`inboxTextMap.ts`、`formatInboxTime.ts`、`feishuEventMode.ts`、`sessionGuard.ts`、`rbac.ts`、`title.ts`、`utils.ts`、`zhCN.ts`（前端兼容工具与消息台/AI Steward 展示格式化层）
 - 更新：`frontend/src/pages/ProjectBoardPage.tsx`（降级为轻量入口，转发到 `pages/project-board/ProjectBoardPage`）
 - 新增：`frontend/src/pages/project-board/helpers.ts`（Project Board 信号筛选状态与 PMO 工作项文本归一 helper）
+- 更新：`frontend/src/pages/project-board/ProjectBoardPage.tsx`（支持从简报中心 URL 参数恢复 `stage` 与 `signal_*` 筛选条件）
 - 新增：`frontend/src/pages/project-board/components/CreateCharterDialog.tsx`、`ProjectSettingsDialog.tsx`（Project Board 大体量弹窗组件拆分）
 - 新增：`frontend/src/pages/project-board/ProjectBoardPage.tsx`（Project Board 页面编排层）
 - 更新：`frontend/src/pages/ProjectsPage.tsx`（降级为轻量入口，转发到 `pages/projects/ProjectsPage`）
@@ -503,7 +507,11 @@ uvicorn app.main:app --reload --host 0.0.0.0 --port 8000
 - 禁止在前端组件内直接调用 `fetch`，必须通过 `frontend/src/api/` 封装层
 - 前端状态管理：服务端数据用 React Query，本地 UI 状态用 `useState`
 - 老板晨报链路只允许 `BOSS/ADMIN` 访问；`GET /ai-steward/executive-briefing` 的 `snapshot/live` 语义必须分离，`live` 禁止覆盖 `PortfolioSnapshot(scope_type='executive_brief')`
+- `daily-briefing-v2` 必须复用同一份租户级简报内核：先算 tenant payload，再按 `viewer_scope=tenant_full|personal` 过滤；禁止老板晨报与每日简报各自维护独立统计口径
+- 简报 item 的卡片摘要、抽屉详情、导出报告与跳转目标必须复用同一份结构化字段（`id/detail_lines/meta/target.params`）；禁止页面、导出、跳转各自拼接不同文案导致事实不一致
+- 简报中心只允许展示具备真实业务定位的对象：项目信号必须绑定真实 `project_id`，信号源必须有真实来源名/标识，人员负载必须绑定真实 `user_id`；禁止把未归属信号用“待处理事项”等兜底标题伪装成老板待办
 - 老板晨报调度配置统一落在 `Integration(type='executive_briefing')`，禁止新增独立晨报配置表；管理群自动推送必须复用现有 `feishu_reply_outbox`
+- 晨报/日报导出首版只允许前端“当前所见”打印导出（浏览器 `print` / PDF），禁止新增后端二进制 PDF 生成服务
 - 飞书回执发送仅允许 `main.py` 的 drain_loop 作为消费者，禁止在业务路径即时派发 outbox 发送任务
 - 所有写接口必须落审计日志（`operation_logs`）：至少包含 `trace_id/interface_path/caller`
 - `created_at_beijing` 为计算属性返回，禁止新增数据库物理列
@@ -548,6 +556,7 @@ uvicorn app.main:app --reload --host 0.0.0.0 --port 8000
 - 飞书捕获模拟接口：`POST /ai-steward/signal/capture-feishu` 在 `direct_reply_required=true` 时会同步写入 `feishu_reply_outbox`，并返回 `reply_outbox_enqueued/reply_outbox_id` 便于链路自检
 - 配置读取类接口：参考 `backend/app/api/llm_providers.py`（`GET /ai-steward/llm/providers`）
 - 老板晨报接口：参考 `backend/app/api/ai_steward_api/routes_executive_briefing.py`（`GET /ai-steward/executive-briefing?mode=snapshot|live`、`GET/PUT /ai-steward/executive-briefing/config`，仅 `BOSS/ADMIN` 可访问）
+- 每日简报 v2 接口：参考 `backend/app/api/ai_steward_api/routes_brief_blockers.py`（`GET /ai-steward/daily-briefing-v2?mode=snapshot|live`，普通成员返回个人版，`BOSS/ADMIN` 返回全租户版）
 - 模型配置唯一来源：参考 `backend/app/services/model/model_config.py`（统一读取 `backend/.openclaw/pmflow-routing-rules.json` 内的 `provider_defaults/tier_defaults/rules`）
 - 模型配置热更新后，LLM provider circuit 会在下一次调用时自动清空旧熔断状态，避免旧配置失败污染新配置的连通性判断
 - 启动期模型探针只做连通性观测，不应把探针失败写回 provider circuit；否则会误伤真实业务请求
@@ -593,6 +602,10 @@ uvicorn app.main:app --reload --host 0.0.0.0 --port 8000
 - 项目创建返回的 `signal_sources` 仅作为 AI Steward 创建结果区的内联展示，现阶段不新增独立页面路由；底层持久化统一复用现有 `SignalSourceRegistry`
 - 老板晨报首版的 `external_metrics` 只返回占位区块，不接 CRM / BI / 收入系统，也不允许伪造经营指标
 - 老板晨报调度默认值为 `08:30 + workdays + Asia/Shanghai`；若 `delivery_target_ref` 未配置，调度器仍生成快照，但只记录告警、不静默伪装成已推送
+- `daily-briefing-v2` 与老板晨报当前只做同会话内 `snapshot/live` 同步，不引入 WebSocket 推送；导出仅复用浏览器打印能力
+- 若当天 `executive_brief` 快照仍是旧结构（缺少 `id/detail_lines/meta` 等字段），读取 `snapshot` 时会自动按当前事实重建新版 payload；因此默认快照优先保证可交互与可导出，而不是强行返回半旧版结构
+- 未匹配项目的孤立 signal 不再进入简报中心卡片；这类数据仅保留在信号工作台中处理，避免老板视图出现无项目、无负责人、无真实定位的伪待办
+- 简报中心首页卡片固定高度并允许内部滚动；完整明细统一放在右侧详情抽屉与打印导出中，移动端退化为全屏 Dialog，不新增第二套详情页
 - 飞书长连接 websocket 在本地/CI 环境默认使用 `certifi` CA bundle 作为信任链；如需自定义 CA，可通过 `FEISHU_LONG_CONNECTION_SSL_CERT_FILE` 或 `SSL_CERT_FILE` 覆盖
 - 飞书长连接状态分为两层：`last_received_at/last_received_message_id` 表示 SDK 回调已收到事件，`last_event_at` 表示 worker 完成处理；排查“没吃进去”时必须优先看 `last_received_*`
 - 飞书长连接会话应复用 `Integration.config` 中已有的 `encrypt_key/verification_token`；配置保存时若未显式修改这两个字段，必须保留现有值，避免 SDK 因缺失事件密钥而拒收消息

backend/app/api/ai_steward_api/routes_brief_blockers.py

@@ -1,7 +1,12 @@
 from __future__ import annotations
 
+from fastapi import Query
+from fastapi.responses import JSONResponse
+
 from .shared import *
 from .schemas import BlockerResolveRequest, CodeCommentScanRequest, DailyBriefingResponse
+from ...services.auth.service import parse_role_values
+from ...services.tenant_briefing_service import TenantBriefingService
 
 @router.get("/daily-briefing")
 async def get_daily_briefing(
@@ -34,6 +39,26 @@ async def get_daily_briefing(
             detail=f"生成简报失败: {str(e)}"
         )
 
+
+@router.get("/daily-briefing-v2")
+async def get_daily_briefing_v2(
+    mode: str = Query(default="snapshot", pattern="^(snapshot|live)$"),
+    current_user: User = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
+    tenant_id: int = Depends(get_tenant_id),
+):
+    try:
+        payload = await TenantBriefingService(db, tenant_id=tenant_id).build_viewer_payload(
+            viewer_id=int(current_user.id),
+            viewer_roles=parse_role_values(getattr(current_user, "role", "")),
+            mode=mode,
+        )
+    except ValueError as exc:
+        return JSONResponse(status_code=400, content=error_response(400, str(exc)))
+    except Exception as exc:
+        return JSONResponse(status_code=500, content=error_response(500, f"生成日报失败: {exc}"))
+    return success_response(payload)
+
 @router.get("/daily-briefing/team/{project_id}")
 async def get_team_briefing(
     project_id: int,
@@ -248,4 +273,3 @@ async def resolve_blocker(
             status_code=500,
             detail=f"解决失败: {str(e)}"
         )
-

backend/app/api/ai_steward_api/schemas.py

@@ -112,10 +112,20 @@ class ExecutiveBriefingMetric(BaseModel):
 
 
 class ExecutiveBriefingItem(BaseModel):
+    id: str
     title: str
     detail: str
+    detail_lines: List[str] = Field(default_factory=list)
+    meta: List[Dict[str, str]] = Field(default_factory=list)
     tone: str
     kind: Optional[str] = None
+    target: Optional[Dict[str, Any]] = None
+    project_id: Optional[int] = None
+    project_name: Optional[str] = None
+    user_id: Optional[int] = None
+    owner_name: Optional[str] = None
+    related_user_ids: List[int] = Field(default_factory=list)
+    occurred_at: Optional[str] = None
 
 
 class ExecutiveBriefingSection(BaseModel):
@@ -144,3 +154,29 @@ class ExecutiveBriefingPayload(BaseModel):
     hero: ExecutiveBriefingHero
     sections: List[ExecutiveBriefingSection] = Field(default_factory=list)
     delivery: Dict[str, Any] = Field(default_factory=dict)
+
+
+class DailyBriefingV2PersonalSummary(BaseModel):
+    headline: str
+    action_count: int = 0
+    project_count: int = 0
+
+
+class DailyBriefingV2PersonalWorkload(BaseModel):
+    user_id: int
+    user_name: str
+    assigned_hours: float = 0
+    max_weekly_hours: float = 0
+    workload_ratio: int = 0
+    tone: str = "info"
+
+
+class DailyBriefingV2Payload(BaseModel):
+    brief_date: str
+    mode: Literal["snapshot", "live"]
+    viewer_scope: Literal["tenant_full", "personal"]
+    hero: ExecutiveBriefingHero
+    sections: List[ExecutiveBriefingSection] = Field(default_factory=list)
+    personal_summary: Optional[DailyBriefingV2PersonalSummary] = None
+    personal_workload: Optional[DailyBriefingV2PersonalWorkload] = None
+    export_title: str

backend/app/services/tenant_briefing_service.py

@@ -0,0 +1,300 @@
+"""Viewer-scoped tenant briefing service."""
+
+from __future__ import annotations
+
+from typing import Any, Iterable
+
+from sqlalchemy import and_, select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from ..models import Project, User, UserProject, UserWorkload
+from .auth.service import parse_role_values
+from .executive_briefing_service import ExecutiveBriefingService, _deepcopy_dict
+
+MANAGER_ROLES = {"BOSS", "ADMIN"}
+
+
+class TenantBriefingService(ExecutiveBriefingService):
+    """Builds tenant payloads and filters them for the active viewer."""
+
+    def __init__(self, db: AsyncSession, *, tenant_id: int) -> None:
+        super().__init__(db, tenant_id=tenant_id)
+
+    async def get_tenant_payload(self, *, mode: str) -> dict[str, Any]:
+        payload = await super().get_briefing(mode=mode)
+        normalized = _deepcopy_dict(payload)
+        normalized.pop("delivery", None)
+        return normalized
+
+    async def build_viewer_payload(
+        self,
+        *,
+        viewer_id: int,
+        viewer_roles: Iterable[str],
+        mode: str,
+    ) -> dict[str, Any]:
+        tenant_payload = await self.get_tenant_payload(mode=mode)
+        roles = self._normalize_roles(viewer_roles)
+        if roles.intersection(MANAGER_ROLES):
+            return self._build_manager_payload(tenant_payload)
+
+        project_ids = await self._get_viewer_project_ids(viewer_id)
+        workload = await self._get_viewer_workload(viewer_id)
+        return self._build_personal_payload(
+            tenant_payload=tenant_payload,
+            viewer_id=int(viewer_id),
+            project_ids=project_ids,
+            workload=workload,
+        )
+
+    @staticmethod
+    def _normalize_roles(values: Iterable[str]) -> set[str]:
+        normalized: set[str] = set()
+        for value in values:
+            normalized.update(parse_role_values(str(value or "")))
+        return normalized
+
+    def _build_manager_payload(self, tenant_payload: dict[str, Any]) -> dict[str, Any]:
+        payload = _deepcopy_dict(tenant_payload)
+        hero = payload.setdefault("hero", {})
+        hero["title"] = "全租户每日简报"
+        payload["viewer_scope"] = "tenant_full"
+        payload["personal_summary"] = {
+            "headline": f"今日全租户共有 {hero.get('decision_count', 0)} 项需关注事项。",
+            "action_count": int(hero.get("decision_count", 0) or 0),
+            "project_count": len(
+                {
+                    int(item["project_id"])
+                    for section in payload.get("sections", [])
+                    if isinstance(section, dict)
+                    for item in section.get("items", [])
+                    if isinstance(item, dict) and item.get("project_id") is not None
+                }
+            ),
+        }
+        payload["personal_workload"] = None
+        payload["export_title"] = "全租户每日简报"
+        return payload
+
+    def _build_personal_payload(
+        self,
+        *,
+        tenant_payload: dict[str, Any],
+        viewer_id: int,
+        project_ids: set[int],
+        workload: dict[str, Any] | None,
+    ) -> dict[str, Any]:
+        payload = _deepcopy_dict(tenant_payload)
+        sections = payload.get("sections") if isinstance(payload.get("sections"), list) else []
+        filtered_sections = []
+        related_project_ids: set[int] = set()
+        total_items = 0
+
+        for section in sections:
+            if not isinstance(section, dict):
+                continue
+            key = str(section.get("key") or "").strip()
+            if key == "external_metrics":
+                filtered_sections.append(section)
+                continue
+            filtered_items = []
+            for item in section.get("items", []) if isinstance(section.get("items"), list) else []:
+                if not isinstance(item, dict):
+                    continue
+                if self._item_matches_viewer(item=item, viewer_id=viewer_id, project_ids=project_ids):
+                    filtered_items.append(item)
+                    project_id = self._to_int(item.get("project_id"))
+                    if project_id is not None:
+                        related_project_ids.add(project_id)
+            total_items += len(filtered_items)
+            filtered_sections.append(
+                {
+                    **section,
+                    "summary": self._build_personal_section_summary(section_key=key, count=len(filtered_items)),
+                    "metrics": self._build_personal_section_metrics(
+                        section_key=key,
+                        items=filtered_items,
+                        workload=workload,
+                    ),
+                    "items": filtered_items,
+                }
+            )
+
+        hero = payload.setdefault("hero", {})
+        decision_count = len(self._find_section_items(filtered_sections, "decisions"))
+        anomaly_count = total_items
+        hero["title"] = "我的每日简报"
+        hero["decision_count"] = decision_count
+        hero["anomaly_count"] = anomaly_count
+        hero["key_alerts"] = [
+            {"label": "我的待关注", "value": decision_count, "tone": "critical" if decision_count else "positive"},
+            {
+                "label": "我的负载",
+                "value": f"{int((workload or {}).get('workload_ratio') or 0)}%",
+                "tone": str((workload or {}).get("tone") or "info"),
+            },
+            {"label": "相关项目", "value": len(related_project_ids), "tone": "info"},
+        ]
+
+        payload["viewer_scope"] = "personal"
+        payload["sections"] = filtered_sections
+        payload["personal_summary"] = {
+            "headline": f"今天有 {decision_count} 项需要你优先关注，涉及 {len(related_project_ids)} 个相关项目。",
+            "action_count": decision_count,
+            "project_count": len(related_project_ids),
+        }
+        payload["personal_workload"] = workload or {
+            "user_id": viewer_id,
+            "user_name": f"成员 #{viewer_id}",
+            "assigned_hours": 0,
+            "max_weekly_hours": 0,
+            "workload_ratio": 0,
+            "tone": "info",
+        }
+        payload["export_title"] = "我的每日简报"
+        return payload
+
+    @staticmethod
+    def _find_section_items(sections: list[dict[str, Any]], key: str) -> list[dict[str, Any]]:
+        for section in sections:
+            if str(section.get("key") or "").strip() == key:
+                return [item for item in section.get("items", []) if isinstance(item, dict)]
+        return []
+
+    def _build_personal_section_summary(self, *, section_key: str, count: int) -> str:
+        if section_key == "decisions":
+            return f"今天有 {count} 项与你直接相关的关注事项。" if count else "今天暂无需要你立即处理的拍板事项。"
+        if section_key == "input_health":
+            return f"最近 24 小时有 {count} 条与你相关的输入或来源变更。" if count else "最近 24 小时没有新的相关输入变更。"
+        if section_key == "delivery_risk":
+            return f"当前有 {count} 条与你相关的交付风险或任务提醒。" if count else "当前没有与你直接相关的交付风险。"
+        if section_key == "team_capacity":
+            return f"当前有 {count} 条与你协作或负载相关的提醒。" if count else "你的协作与负载当前比较平稳。"
+        if section_key == "ai_governance":
+            return f"当前有 {count} 条与你相关的治理提醒。" if count else "当前没有与你直接相关的治理提醒。"
+        return f"当前有 {count} 条与你相关的更新。" if count else "当前暂无与你相关的更新。"
+
+    def _build_personal_section_metrics(
+        self,
+        *,
+        section_key: str,
+        items: list[dict[str, Any]],
+        workload: dict[str, Any] | None,
+    ) -> list[dict[str, Any]]:
+        related_project_count = len({self._to_int(item.get("project_id")) for item in items if self._to_int(item.get("project_id")) is not None})
+        related_people_count = len({self._to_int(item.get("user_id")) for item in items if self._to_int(item.get("user_id")) is not None})
+        workload_ratio = int((workload or {}).get("workload_ratio") or 0)
+        workload_tone = str((workload or {}).get("tone") or "info")
+        if section_key == "team_capacity":
+            return [
+                {"label": "我的负载", "value": f"{workload_ratio}%", "tone": workload_tone},
+                {"label": "协作提醒", "value": len(items), "tone": "warning" if items else "positive"},
+                {"label": "相关同事", "value": related_people_count, "tone": "info"},
+            ]
+        return [
+            {"label": "相关事项", "value": len(items), "tone": "warning" if items else "positive"},
+            {"label": "相关项目", "value": related_project_count, "tone": "info"},
+            {"label": "我的负载", "value": f"{workload_ratio}%", "tone": workload_tone},
+        ]
+
+    def _item_matches_viewer(self, *, item: dict[str, Any], viewer_id: int, project_ids: set[int]) -> bool:
+        user_id = self._to_int(item.get("user_id"))
+        if user_id is not None and user_id == viewer_id:
+            return True
+
+        related_user_ids = item.get("related_user_ids")
+        if isinstance(related_user_ids, list):
+            for value in related_user_ids:
+                if self._to_int(value) == viewer_id:
+                    return True
+
+        project_id = self._to_int(item.get("project_id"))
+        if project_id is not None and project_id in project_ids:
+            return True
+
+        return False
+
+    async def _get_viewer_project_ids(self, viewer_id: int) -> set[int]:
+        member_rows = (
+            await self.db.execute(
+                select(UserProject.project_id).where(
+                    and_(
+                        UserProject.tenant_id == self.tenant_id,
+                        UserProject.user_id == int(viewer_id),
+                    )
+                )
+            )
+        ).scalars().all()
+        owner_rows = (
+            await self.db.execute(
+                select(Project.id).where(
+                    and_(
+                        Project.tenant_id == self.tenant_id,
+                        Project.owner_id == int(viewer_id),
+                    )
+                )
+            )
+        ).scalars().all()
+        return {
+            int(value)
+            for value in [*member_rows, *owner_rows]
+            if self._to_int(value) is not None
+        }
+
+    async def _get_viewer_workload(self, viewer_id: int) -> dict[str, Any]:
+        row = (
+            await self.db.execute(
+                select(
+                    User.id,
+                    User.name,
+                    UserWorkload.current_assigned_hours,
+                    UserWorkload.max_available_hours_per_week,
+                    UserWorkload.workload_ratio,
+                )
+                .join(UserWorkload, UserWorkload.user_id == User.id, isouter=True)
+                .where(
+                    and_(
+                        User.tenant_id == self.tenant_id,
+                        User.id == int(viewer_id),
+                    )
+                )
+            )
+        ).one_or_none()
+
+        if row is None:
+            return {
+                "user_id": int(viewer_id),
+                "user_name": f"成员 #{viewer_id}",
+                "assigned_hours": 0,
+                "max_weekly_hours": 0,
+                "workload_ratio": 0,
+                "tone": "info",
+            }
+
+        user_id, user_name, assigned_hours, max_weekly_hours, workload_ratio = row
+        assigned = float(assigned_hours or 0)
+        max_hours = float(max_weekly_hours or 0)
+        ratio_raw = self._display_workload_ratio(
+            assigned_hours=assigned_hours,
+            max_hours=max_weekly_hours,
+            stored_ratio=workload_ratio,
+        )
+        ratio_percent = round(ratio_raw * 100)
+        tone = "critical" if ratio_percent >= 100 else "warning" if ratio_percent >= 80 else "positive"
+        return {
+            "user_id": int(user_id),
+            "user_name": str(user_name or f"成员 #{viewer_id}"),
+            "assigned_hours": round(assigned, 1),
+            "max_weekly_hours": round(max_hours, 1),
+            "workload_ratio": int(ratio_percent),
+            "tone": tone,
+        }
+
+    @staticmethod
+    def _to_int(value: Any) -> int | None:
+        try:
+            if value is None or value == "":
+                return None
+            return int(value)
+        except (TypeError, ValueError):
+            return None

backend/tests/test_daily_briefing_service.py

@@ -7,6 +7,7 @@ from datetime import datetime, timedelta
 
 import pytest
 import pytest_asyncio
+from sqlalchemy import JSON
 from sqlalchemy.ext.asyncio import async_sessionmaker, create_async_engine
 
 os.environ["DATABASE_URL"] = "sqlite+aiosqlite:///:memory:"
@@ -21,9 +22,20 @@ from app.models.truth_node import TruthNode
 from app.models.user import User
 
 
+def _use_sqlite_json_types() -> None:
+    User.__table__.c.assigned_domains.type = JSON()
+    TruthNode.__table__.c.content.type = JSON()
+    Task.__table__.c.ai_recommended_assignees.type = JSON()
+    Task.__table__.c.ai_breakdown_payload.type = JSON()
+    Task.__table__.c.manual_overrides.type = JSON()
+    Task.__table__.c.required_skill_tag_ids.type = JSON()
+    CognitiveConflict.__table__.c.involved_user_ids.type = JSON()
+
+
 @pytest_asyncio.fixture
 async def briefing_session():
     engine = create_async_engine("sqlite+aiosqlite:///:memory:")
+    _use_sqlite_json_types()
     async with engine.begin() as conn:
         await conn.run_sync(
             lambda sync_conn: Base.metadata.create_all(

backend/tests/test_daily_briefing_v2_api.py

@@ -0,0 +1,316 @@
+from __future__ import annotations
+
+from types import SimpleNamespace
+
+import pytest
+import pytest_asyncio
+from fastapi import FastAPI
+from httpx import ASGITransport, AsyncClient
+from sqlalchemy import JSON
+from sqlalchemy.ext.asyncio import async_sessionmaker, create_async_engine
+
+from app.api.ai_steward_api import routes_brief_blockers
+from app.core.database import get_db
+from app.dependencies.auth import get_current_user
+from app.dependencies.tenant import get_tenant_id
+from app.models.base import Base
+from app.models.project import Project
+from app.models.task import Task
+from app.models.user import User
+from app.models.user_project import UserProject
+from app.models.user_workload import UserWorkload
+from app.services.tenant_briefing_service import TenantBriefingService
+
+
+def _use_sqlite_json_types() -> None:
+    User.__table__.c.assigned_domains.type = JSON()
+    Task.__table__.c.ai_recommended_assignees.type = JSON()
+    Task.__table__.c.ai_breakdown_payload.type = JSON()
+    Task.__table__.c.manual_overrides.type = JSON()
+    Task.__table__.c.required_skill_tag_ids.type = JSON()
+
+
+@pytest_asyncio.fixture
+async def db_session():
+    engine = create_async_engine("sqlite+aiosqlite:///:memory:")
+    _use_sqlite_json_types()
+    async with engine.begin() as conn:
+        await conn.run_sync(
+            lambda sync_conn: Base.metadata.create_all(
+                sync_conn,
+                tables=[
+                    User.__table__,
+                    Project.__table__,
+                    UserProject.__table__,
+                    UserWorkload.__table__,
+                ],
+            )
+        )
+    maker = async_sessionmaker(engine, expire_on_commit=False)
+    async with maker() as session:
+        yield session
+    await engine.dispose()
+
+
+def _build_app(*, db_session, role: str = "ADMIN", user_id: int = 9001) -> FastAPI:
+    app = FastAPI()
+    app.include_router(routes_brief_blockers.router)
+
+    async def _fake_get_db():
+        yield db_session
+
+    app.dependency_overrides[get_db] = _fake_get_db
+    app.dependency_overrides[get_tenant_id] = lambda: 1
+    app.dependency_overrides[get_current_user] = lambda: SimpleNamespace(
+        id=user_id,
+        tenant_id=1,
+        name="测试用户",
+        username="tester",
+        role=role,
+    )
+    return app
+
+
+@pytest.mark.asyncio
+async def test_daily_briefing_v2_is_enveloped_for_any_authenticated_user(db_session, monkeypatch) -> None:
+    async def fake_build_viewer_payload(self, *, viewer_id: int, viewer_roles: list[str], mode: str):  # noqa: ANN001
+        _ = self, viewer_id, viewer_roles
+        return {
+            "brief_date": "2026-03-30",
+            "mode": mode,
+            "viewer_scope": "personal",
+            "hero": {
+                "title": "我的每日简报",
+                "decision_count": 1,
+                "anomaly_count": 2,
+                "key_alerts": [],
+                "snapshot_state": "ready",
+            },
+            "sections": [],
+            "personal_summary": {
+                "headline": "你今天需要关注 1 项事项",
+                "action_count": 1,
+            },
+            "personal_workload": {
+                "user_id": 7,
+                "user_name": "开发甲",
+                "workload_ratio": 88,
+            },
+            "export_title": "我的每日简报",
+        }
+
+    monkeypatch.setattr(TenantBriefingService, "build_viewer_payload", fake_build_viewer_payload)
+
+    app = _build_app(db_session=db_session, role="BE", user_id=7)
+    transport = ASGITransport(app=app)
+    async with AsyncClient(transport=transport, base_url="http://test") as client:
+        response = await client.get("/ai-steward/daily-briefing-v2", params={"mode": "live"})
+
+    assert response.status_code == 200
+    payload = response.json()
+    assert payload["code"] == 0
+    assert payload["message"] == "success"
+    assert payload["data"]["viewer_scope"] == "personal"
+    assert payload["data"]["mode"] == "live"
+    assert payload["data"]["export_title"] == "我的每日简报"
+
+
+@pytest.mark.asyncio
+async def test_tenant_briefing_service_returns_full_scope_for_manager(db_session, monkeypatch) -> None:
+    service = TenantBriefingService(db_session, tenant_id=1)
+
+    async def fake_get_tenant_payload(self, *, mode: str):  # noqa: ANN001
+        _ = self
+        return {
+            "brief_date": "2026-03-30",
+            "mode": mode,
+            "hero": {
+                "title": "老板晨报中心",
+                "decision_count": 2,
+                "anomaly_count": 3,
+                "key_alerts": [],
+                "snapshot_state": "ready",
+            },
+            "sections": [
+                {
+                    "key": "decisions",
+                    "title": "今日需拍板",
+                    "summary": "有 2 项事项需要处理。",
+                    "metrics": [],
+                    "items": [
+                        {
+                            "title": "项目 A 风险",
+                            "detail": "需要关注",
+                            "tone": "warning",
+                            "project_id": 11,
+                            "target": {"type": "project_board", "ref": "11"},
+                        },
+                        {
+                            "title": "成员过载",
+                            "detail": "需要协调",
+                            "tone": "critical",
+                            "user_id": 22,
+                            "target": {"type": "workload_detail", "ref": "22"},
+                        },
+                    ],
+                    "drilldown_tab": "signals",
+                }
+            ],
+        }
+
+    monkeypatch.setattr(TenantBriefingService, "get_tenant_payload", fake_get_tenant_payload)
+
+    payload = await service.build_viewer_payload(viewer_id=1, viewer_roles=["BOSS"], mode="snapshot")
+
+    assert payload["viewer_scope"] == "tenant_full"
+    assert payload["hero"]["decision_count"] == 2
+    assert len(payload["sections"][0]["items"]) == 2
+    assert payload["sections"][0]["items"][0]["target"]["type"] == "project_board"
+    assert "全租户" in payload["export_title"]
+
+
+@pytest.mark.asyncio
+async def test_tenant_briefing_service_filters_personal_scope_and_load(db_session, monkeypatch) -> None:
+    viewer = User(
+        tenant_id=1,
+        username="be_member",
+        email="be@example.com",
+        password_hash="hash",
+        name="后端成员",
+        role="BE",
+        status="active",
+        is_active=True,
+    )
+    db_session.add(viewer)
+    await db_session.flush()
+
+    db_session.add(UserProject(tenant_id=1, user_id=viewer.id, project_id=101))
+    db_session.add(
+        UserWorkload(
+            tenant_id=1,
+            user_id=viewer.id,
+            current_assigned_hours=28,
+            max_available_hours_per_week=40,
+            workload_ratio=70,
+        )
+    )
+    await db_session.commit()
+
+    service = TenantBriefingService(db_session, tenant_id=1)
+
+    async def fake_get_tenant_payload(self, *, mode: str):  # noqa: ANN001
+        _ = self
+        return {
+            "brief_date": "2026-03-30",
+            "mode": mode,
+            "hero": {
+                "title": "租户级简报",
+                "decision_count": 3,
+                "anomaly_count": 5,
+                "key_alerts": [],
+                "snapshot_state": "ready",
+            },
+            "sections": [
+                {
+                    "key": "decisions",
+                    "title": "今日需关注",
+                    "summary": "租户汇总",
+                    "metrics": [],
+                    "items": [
+                        {
+                            "title": "项目 101 风险",
+                            "detail": "与你项目相关",
+                            "tone": "warning",
+                            "project_id": 101,
+                            "target": {"type": "project_board", "ref": "101"},
+                        },
+                        {
+                            "title": "项目 202 风险",
+                            "detail": "与他人项目相关",
+                            "tone": "warning",
+                            "project_id": 202,
+                            "target": {"type": "project_board", "ref": "202"},
+                        },
+                    ],
+                    "drilldown_tab": "signals",
+                },
+                {
+                    "key": "team_capacity",
+                    "title": "负载与协作",
+                    "summary": "租户汇总",
+                    "metrics": [],
+                    "items": [
+                        {
+                            "title": "后端成员",
+                            "detail": "70% 负载",
+                            "tone": "info",
+                            "user_id": viewer.id,
+                            "target": {"type": "workload_detail", "ref": str(viewer.id)},
+                        },
+                        {
+                            "title": "其他成员",
+                            "detail": "130% 负载",
+                            "tone": "critical",
+                            "user_id": 999,
+                            "target": {"type": "workload_detail", "ref": "999"},
+                        },
+                    ],
+                    "drilldown_tab": "conflicts",
+                },
+            ],
+        }
+
+    monkeypatch.setattr(TenantBriefingService, "get_tenant_payload", fake_get_tenant_payload)
+
+    payload = await service.build_viewer_payload(viewer_id=int(viewer.id), viewer_roles=["BE"], mode="live")
+
+    assert payload["viewer_scope"] == "personal"
+    assert payload["hero"]["decision_count"] == 1
+    assert payload["sections"][0]["items"] == [
+        {
+            "title": "项目 101 风险",
+            "detail": "与你项目相关",
+            "tone": "warning",
+            "project_id": 101,
+            "target": {"type": "project_board", "ref": "101"},
+        }
+    ]
+    assert payload["personal_workload"]["user_id"] == int(viewer.id)
+    assert payload["personal_workload"]["workload_ratio"] == 70
+    assert "我的每日简报" == payload["export_title"]
+
+
+@pytest.mark.asyncio
+async def test_tenant_briefing_service_personal_workload_ratio_matches_weekly_hours(db_session) -> None:
+    viewer = User(
+        tenant_id=1,
+        username="be_member",
+        email="be@example.com",
+        password_hash="hash",
+        name="后端成员",
+        role="BE",
+        status="active",
+        is_active=True,
+    )
+    db_session.add(viewer)
+    await db_session.flush()
+
+    db_session.add(
+        UserWorkload(
+            tenant_id=1,
+            user_id=viewer.id,
+            current_assigned_hours=95.6,
+            max_available_hours_per_week=60,
+            workload_ratio=797,
+        )
+    )
+    await db_session.commit()
+
+    service = TenantBriefingService(db_session, tenant_id=1)
+    workload = await service._get_viewer_workload(int(viewer.id))
+
+    assert workload["user_name"] == "后端成员"
+    assert workload["assigned_hours"] == 95.6
+    assert workload["max_weekly_hours"] == 60.0
+    assert workload["workload_ratio"] == 159
+    assert workload["tone"] == "critical"

backend/tests/test_executive_briefing_api.py

@@ -15,12 +15,40 @@ from app.core.database import get_db
 from app.dependencies.auth import get_current_user
 from app.dependencies.tenant import get_tenant_id
 from app.models.base import Base
+from app.models.cognitive_conflict import CognitiveConflict
+from app.models.feedback_center import FeedbackCenterRecord
 from app.models.integration import Integration
+from app.models.notification import Notification
+from app.models.portfolio_snapshot import PortfolioSnapshot
+from app.models.project import Project
+from app.models.project_signal_link import ProjectSignalLink
+from app.models.signal import Signal
+from app.models.signal_source_registry import SignalSourceRegistry
+from app.models.task import Task
+from app.models.truth_node import TruthNode
+from app.models.user import User
+from app.models.user_workload import UserWorkload
 from app.services.executive_briefing_service import ExecutiveBriefingService
 
 
 def _use_sqlite_json_types() -> None:
     Integration.__table__.c.config.type = JSON()
+    User.__table__.c.assigned_domains.type = JSON()
+    TruthNode.__table__.c.content.type = JSON()
+    Task.__table__.c.ai_recommended_assignees.type = JSON()
+    Task.__table__.c.ai_breakdown_payload.type = JSON()
+    Task.__table__.c.manual_overrides.type = JSON()
+    Task.__table__.c.required_skill_tag_ids.type = JSON()
+    SignalSourceRegistry.__table__.c.config.type = JSON()
+    SignalSourceRegistry.__table__.c.raw_context.type = JSON()
+    Notification.__table__.c.payload.type = JSON()
+    FeedbackCenterRecord.__table__.c.before_value.type = JSON()
+    FeedbackCenterRecord.__table__.c.after_value.type = JSON()
+    FeedbackCenterRecord.__table__.c.ai_snapshot.type = JSON()
+    FeedbackCenterRecord.__table__.c.reason_candidates.type = JSON()
+    CognitiveConflict.__table__.c.involved_user_ids.type = JSON()
+    PortfolioSnapshot.__table__.c.summary.type = JSON()
+    PortfolioSnapshot.__table__.c.payload.type = JSON()
 
 
 @pytest_asyncio.fixture
@@ -33,6 +61,18 @@ async def db_session():
                 sync_conn,
                 tables=[
                     Integration.__table__,
+                    User.__table__,
+                    Project.__table__,
+                    Signal.__table__,
+                    TruthNode.__table__,
+                    Task.__table__,
+                    UserWorkload.__table__,
+                    SignalSourceRegistry.__table__,
+                    Notification.__table__,
+                    FeedbackCenterRecord.__table__,
+                    CognitiveConflict.__table__,
+                    PortfolioSnapshot.__table__,
+                    ProjectSignalLink.__table__,
                 ],
             )
         )
@@ -205,7 +245,7 @@ async def test_executive_briefing_service_formats_management_summary_text(db_ses
         {
             "brief_date": "2026-03-30",
             "hero": {
-                "title": "老板晨报",
+                "title": "简报中心",
                 "decision_count": 2,
                 "anomaly_count": 4,
                 "baseline_generated_at": datetime(2026, 3, 30, 8, 30, 0).isoformat(),
@@ -223,6 +263,363 @@ async def test_executive_briefing_service_formats_management_summary_text(db_ses
         }
     )
 
-    assert "老板晨报" in text
+    assert "简报中心" in text
     assert "今日需拍板" in text
     assert "P0 信号无人接" in text
+
+
+@pytest.mark.asyncio
+async def test_executive_briefing_service_builds_detailed_signal_items_and_target_params(db_session) -> None:
+    owner = User(
+        tenant_id=1,
+        username="boss",
+        email="boss@example.com",
+        password_hash="hash",
+        name="李雷",
+        role="BOSS",
+        status="active",
+        is_active=True,
+    )
+    db_session.add(owner)
+    await db_session.flush()
+
+    project = Project(
+        tenant_id=1,
+        name="cashflow-forecast",
+        title="现金流平台",
+        description="现金流预测与预警",
+        owner_id=owner.id,
+        status="active",
+    )
+    db_session.add(project)
+    await db_session.flush()
+
+    signal = Signal(
+        tenant_id=1,
+        source="feishu",
+        title="现金流预测功能需求",
+        summary="需要尽快评估接入方案",
+        priority="high",
+        processed=False,
+        matched_project_id=project.id,
+        status="pending",
+        planner_status="pending",
+        planner_assignee_user_id=owner.id,
+        created_at=datetime(2026, 3, 30, 7, 50, 0),
+    )
+    db_session.add(signal)
+    await db_session.commit()
+
+    service = ExecutiveBriefingService(db_session, tenant_id=1)
+    payload = await service.build_brief_payload(
+        mode="live",
+        baseline_generated_at=None,
+        live_generated_at=datetime(2026, 3, 30, 8, 30, 0),
+    )
+
+    assert payload["hero"]["title"] == "简报中心"
+    decisions = next(section for section in payload["sections"] if section["key"] == "decisions")
+    signal_item = next(item for item in decisions["items"] if item["kind"] == "signal")
+
+    assert signal_item["id"] == f"signal:{signal.id}"
+    assert signal_item["project_name"] == "现金流平台"
+    assert signal_item["owner_name"] == "李雷"
+    assert signal_item["occurred_at"] == "2026-03-30T07:50:00"
+    assert "优先级 高优" in signal_item["detail_lines"]
+    assert "状态 待处理" in signal_item["detail_lines"]
+    assert any(meta["label"] == "优先级" and meta["value"] == "高优" for meta in signal_item["meta"])
+    assert any(meta["label"] == "负责人" and meta["value"] == "李雷" for meta in signal_item["meta"])
+    assert signal_item["target"]["type"] == "project_board"
+    assert signal_item["target"]["params"]["stage"] == "signal"
+    assert signal_item["target"]["params"]["signal_keyword"] == "现金流预测功能需求"
+    assert signal_item["target"]["params"]["signal_status"] == "pending"
+
+
+@pytest.mark.asyncio
+async def test_executive_briefing_excludes_unassigned_signals_and_aligns_metrics(db_session) -> None:
+    owner = User(
+        tenant_id=1,
+        username="boss",
+        email="boss@example.com",
+        password_hash="hash",
+        name="李雷",
+        role="BOSS",
+        status="active",
+        is_active=True,
+    )
+    db_session.add(owner)
+    await db_session.flush()
+
+    project = Project(
+        tenant_id=1,
+        name="cashflow-forecast",
+        title="现金流平台",
+        description="现金流预测与预警",
+        owner_id=owner.id,
+        status="active",
+    )
+    db_session.add(project)
+    await db_session.flush()
+
+    db_session.add_all(
+        [
+            Signal(
+                tenant_id=1,
+                source="feishu",
+                title="现金流预测功能需求",
+                summary="需要尽快评估接入方案",
+                priority="high",
+                processed=False,
+                matched_project_id=project.id,
+                status="pending",
+                planner_status="pending",
+                planner_assignee_user_id=owner.id,
+                created_at=datetime(2026, 3, 30, 7, 50, 0),
+            ),
+            Signal(
+                tenant_id=1,
+                source="feishu",
+                title="孤立高优信号",
+                summary="还没有归属项目",
+                priority="high",
+                processed=False,
+                matched_project_id=None,
+                status="pending",
+                planner_status="pending",
+                planner_assignee_user_id=None,
+                created_at=datetime(2026, 3, 30, 7, 45, 0),
+            ),
+            Signal(
+                tenant_id=1,
+                source="feishu",
+                title=None,
+                summary=None,
+                priority="high",
+                processed=False,
+                matched_project_id=None,
+                status="pending",
+                planner_status="pending",
+                planner_assignee_user_id=None,
+                created_at=datetime(2026, 3, 30, 7, 40, 0),
+            ),
+        ]
+    )
+    await db_session.commit()
+
+    service = ExecutiveBriefingService(db_session, tenant_id=1)
+    payload = await service.build_brief_payload(
+        mode="live",
+        baseline_generated_at=None,
+        live_generated_at=datetime(2026, 3, 30, 8, 30, 0),
+    )
+
+    decisions = next(section for section in payload["sections"] if section["key"] == "decisions")
+    input_health = next(section for section in payload["sections"] if section["key"] == "input_health")
+
+    decision_signal_items = [item for item in decisions["items"] if item["kind"] == "signal"]
+    input_signal_items = [item for item in input_health["items"] if item["kind"] == "signal"]
+
+    assert [item["title"] for item in decision_signal_items] == ["现金流预测功能需求"]
+    assert [item["title"] for item in input_signal_items] == ["现金流预测功能需求"]
+    assert all(item["project_id"] == project.id for item in decision_signal_items)
+    assert all(item["project_id"] == project.id for item in input_signal_items)
+    assert all(item["title"] != "待处理事项" for item in decision_signal_items + input_signal_items)
+
+    high_priority_metric = next(metric for metric in decisions["metrics"] if metric["label"] == "高优信号")
+    recent_signal_metric = next(metric for metric in input_health["metrics"] if metric["label"] == "24h 新信号")
+    pending_signal_metric = next(metric for metric in input_health["metrics"] if metric["label"] == "待处理信号")
+
+    assert high_priority_metric["value"] == 1
+    assert recent_signal_metric["value"] == 1
+    assert pending_signal_metric["value"] == 1
+
+
+@pytest.mark.asyncio
+async def test_executive_briefing_snapshot_rebuilds_outdated_payload_for_detail_ui(db_session, monkeypatch) -> None:
+    fixed_now = datetime(2026, 3, 30, 9, 0, 0)
+    monkeypatch.setattr("app.services.executive_briefing_service.now_cn_naive", lambda: fixed_now)
+
+    owner = User(
+        tenant_id=1,
+        username="boss",
+        email="boss@example.com",
+        password_hash="hash",
+        name="李雷",
+        role="BOSS",
+        status="active",
+        is_active=True,
+    )
+    db_session.add(owner)
+    await db_session.flush()
+
+    project = Project(
+        tenant_id=1,
+        name="cashflow-forecast",
+        title="现金流平台",
+        description="现金流预测与预警",
+        owner_id=owner.id,
+        status="active",
+    )
+    db_session.add(project)
+    await db_session.flush()
+
+    signal = Signal(
+        tenant_id=1,
+        source="feishu",
+        title="现金流预测功能需求",
+        summary="需要尽快评估接入方案",
+        priority="high",
+        processed=False,
+        matched_project_id=project.id,
+        status="pending",
+        planner_status="pending",
+        planner_assignee_user_id=owner.id,
+        created_at=datetime(2026, 3, 30, 7, 50, 0),
+    )
+    db_session.add(signal)
+    await db_session.flush()
+
+    outdated_snapshot = PortfolioSnapshot(
+        tenant_id=1,
+        scope_type="executive_brief",
+        scope_ref="tenant:1",
+        summary={},
+        payload={
+            "brief_date": "2026-03-30",
+            "mode": "snapshot",
+            "hero": {
+                "title": "老板晨报中心",
+                "decision_count": 1,
+                "anomaly_count": 1,
+                "baseline_generated_at": datetime(2026, 3, 30, 8, 30, 0).isoformat(),
+            },
+            "sections": [
+                {
+                    "key": "decisions",
+                    "title": "今日需拍板",
+                    "summary": "旧快照",
+                    "metrics": [],
+                    "items": [
+                        {
+                            "kind": "signal",
+                            "tone": "warning",
+                            "title": "📈 现金流预测功能需求",
+                            "detail": "优先级 高优｜状态 待处理｜03-27 12:06",
+                            "target": {"ref": "signals", "type": "ai_steward_tab", "label": "信号捕获"},
+                            "project_id": project.id,
+                        }
+                    ],
+                }
+            ],
+        },
+        created_at=datetime(2026, 3, 30, 8, 30, 0),
+    )
+    db_session.add(outdated_snapshot)
+    await db_session.commit()
+
+    service = ExecutiveBriefingService(db_session, tenant_id=1)
+    payload = await service.get_briefing(mode="snapshot")
+
+    assert payload["hero"]["title"] == "简报中心"
+    assert payload["mode"] == "snapshot"
+    assert payload["hero"]["baseline_generated_at"] == datetime(2026, 3, 30, 8, 30, 0).isoformat()
+
+    decisions = next(section for section in payload["sections"] if section["key"] == "decisions")
+    signal_item = next(item for item in decisions["items"] if item["kind"] == "signal")
+    assert signal_item["id"] == f"signal:{signal.id}"
+    assert signal_item["target"]["type"] == "project_board"
+    assert signal_item["target"]["params"]["stage"] == "signal"
+    assert signal_item["detail_lines"]
+    assert signal_item["meta"]
+
+
+@pytest.mark.asyncio
+async def test_executive_briefing_signal_source_target_does_not_apply_mismatched_keyword_filter(db_session) -> None:
+    owner = User(
+        tenant_id=1,
+        username="boss",
+        email="boss@example.com",
+        password_hash="hash",
+        name="李雷",
+        role="BOSS",
+        status="active",
+        is_active=True,
+    )
+    db_session.add(owner)
+    await db_session.flush()
+
+    project = Project(
+        tenant_id=1,
+        name="cashflow-forecast",
+        title="现金流平台",
+        description="现金流预测与预警",
+        owner_id=owner.id,
+        status="active",
+    )
+    db_session.add(project)
+    await db_session.flush()
+
+    source = SignalSourceRegistry(
+        tenant_id=1,
+        project_id=project.id,
+        created_by_user_id=owner.id,
+        source_kind="scheduled",
+        source_name="每日现金流分析",
+        source_identifier="daily_cashflow_analysis",
+        onboarding_status="pending",
+        created_at=datetime(2026, 3, 30, 8, 10, 0),
+    )
+    db_session.add(source)
+    await db_session.commit()
+
+    service = ExecutiveBriefingService(db_session, tenant_id=1)
+    payload = await service.build_brief_payload(
+        mode="live",
+        baseline_generated_at=None,
+        live_generated_at=datetime(2026, 3, 30, 8, 30, 0),
+    )
+
+    input_health = next(section for section in payload["sections"] if section["key"] == "input_health")
+    source_item = next(item for item in input_health["items"] if item["kind"] == "signal_source")
+    assert source_item["target"]["type"] == "project_board"
+    assert source_item["target"]["params"] == {"stage": "signal"}
+
+
+@pytest.mark.asyncio
+async def test_executive_briefing_capacity_ratio_matches_displayed_hours(db_session) -> None:
+    user = User(
+        tenant_id=1,
+        username="owner",
+        email="owner@example.com",
+        password_hash="hash",
+        name="杨宇",
+        role="ADMIN",
+        status="active",
+        is_active=True,
+    )
+    db_session.add(user)
+    await db_session.flush()
+
+    db_session.add(
+        UserWorkload(
+            tenant_id=1,
+            user_id=user.id,
+            current_assigned_hours=95.6,
+            max_available_hours_per_week=60,
+            workload_ratio=797,
+        )
+    )
+    await db_session.commit()
+
+    service = ExecutiveBriefingService(db_session, tenant_id=1)
+    payload = await service.build_brief_payload(
+        mode="live",
+        baseline_generated_at=None,
+        live_generated_at=datetime(2026, 3, 30, 8, 30, 0),
+    )
+
+    capacity = next(section for section in payload["sections"] if section["key"] == "team_capacity")
+    overload_item = next(item for item in capacity["items"] if item["kind"] == "capacity")
+    assert overload_item["title"] == "杨宇"
+    assert overload_item["detail_lines"][0] == "159% 负载"
+    assert any(meta["label"] == "负载" and meta["value"] == "159%" for meta in overload_item["meta"])

frontend/src/api/aiSteward.ts

@@ -120,11 +120,33 @@ export interface ExecutiveBriefingMetric {
   tone: string;
 }
 
+export interface BriefingTarget {
+  type: "project_board" | "workload_detail" | "user_profile" | "ai_steward_tab";
+  ref: string;
+  label?: string | null;
+  params?: Record<string, string | number | boolean>;
+}
+
+export interface BriefingMetaEntry {
+  label: string;
+  value: string;
+}
+
 export interface ExecutiveBriefingItem {
+  id: string;
   title: string;
   detail: string;
+  detail_lines: string[];
+  meta: BriefingMetaEntry[];
   tone: string;
   kind?: string | null;
+  target?: BriefingTarget | null;
+  project_id?: number | null;
+  project_name?: string | null;
+  user_id?: number | null;
+  owner_name?: string | null;
+  related_user_ids?: number[];
+  occurred_at?: string | null;
 }
 
 export interface ExecutiveBriefingSection {
@@ -166,6 +188,32 @@ export interface ExecutiveBriefingPayload {
   delivery: ExecutiveBriefingConfig;
 }
 
+export interface DailyBriefingV2PersonalSummary {
+  headline: string;
+  action_count: number;
+  project_count: number;
+}
+
+export interface DailyBriefingV2PersonalWorkload {
+  user_id: number;
+  user_name: string;
+  assigned_hours: number;
+  max_weekly_hours: number;
+  workload_ratio: number;
+  tone: string;
+}
+
+export interface DailyBriefingV2Payload {
+  brief_date: string;
+  mode: "snapshot" | "live";
+  viewer_scope: "tenant_full" | "personal";
+  hero: ExecutiveBriefingHero;
+  sections: ExecutiveBriefingSection[];
+  personal_summary?: DailyBriefingV2PersonalSummary | null;
+  personal_workload?: DailyBriefingV2PersonalWorkload | null;
+  export_title: string;
+}
+
 export type LLMProvider = "deepseek" | "glm" | "openai" | "ollama";
 
 export interface LLMProviderPreset {
@@ -249,6 +297,10 @@ export const aiStewardApi = {
   async getDailyBriefing(): Promise<DailyBriefing> {
     return await apiRequest<DailyBriefing>("/ai-steward/daily-briefing");
   },
+  async getDailyBriefingV2(mode: "snapshot" | "live"): Promise<DailyBriefingV2Payload> {
+    const raw = await apiRequest<ApiEnvelope<DailyBriefingV2Payload>>(`/ai-steward/daily-briefing-v2?mode=${mode}`);
+    return unwrap(raw);
+  },
   async startHnMonitor(intervalMinutes: number = 30): Promise<Record<string, unknown>> {
     return await apiRequest<Record<string, unknown>>(
       `/ai-steward/signal/start-hn-monitor?interval_minutes=${intervalMinutes}`,

frontend/src/pages/ai-steward/AIStewardPage.tsx

@@ -1,5 +1,5 @@
 import { useState, useEffect } from "react";
-import { useMutation } from "@tanstack/react-query";
+import { useMutation, useQuery } from "@tanstack/react-query";
 import { useNavigate, useSearchParams } from "react-router-dom";
 import { Sparkles } from "lucide-react";
 import { getAuthToken } from "@/lib/api";
@@ -21,9 +21,10 @@ import {
   ENGINE_PROVIDER_FALLBACK_PRESETS,
 } from "./constants";
 import type {
+  BriefingTarget,
   Blocker,
   CognitiveConflict,
-  DailyBriefing,
+  DailyBriefingV2Payload,
   ExecutiveBriefingConfig,
   ExecutiveBriefingPayload,
   FeedbackCenterSourceGroup,
@@ -37,8 +38,8 @@ import type {
   AIStewardTab,
 } from "./types";
 import FeatureOverviewCards from "./components/FeatureOverviewCards";
+import { printBriefingReport, type PrintableBriefingPayload } from "./components/BriefingPrintDocument";
 import BlockersTab from "./sections/BlockersTab";
-import BriefingTab from "./sections/BriefingTab";
 import ConflictsTab from "./sections/ConflictsTab";
 import CreateProjectTab from "./sections/CreateProjectTab";
 import EngineTab from "./sections/EngineTab";
@@ -71,6 +72,9 @@ const DEFAULT_EXECUTIVE_BRIEFING_CONFIG: ExecutiveBriefingConfig = {
 };
 
 function normalizeTab(value: string | null): AIStewardTab {
+  if (value === "briefing") {
+    return "overview";
+  }
   if (value && AIS_STEWARD_TABS.includes(value as AIStewardTab)) {
     return value as AIStewardTab;
   }
@@ -95,6 +99,15 @@ function normalizeTrendSourceGroup(value: string | null): FeedbackCenterSourceGr
   return "all";
 }
 
+function serializeTargetParams(params?: BriefingTarget["params"]): string {
+  const query = new URLSearchParams();
+  for (const [key, value] of Object.entries(params || {})) {
+    if (value === null || value === undefined || value === "") continue;
+    query.set(key, String(value));
+  }
+  return query.toString();
+}
+
 export default function AIStewardPage() {
   const navigate = useNavigate();
   const [searchParams, setSearchParams] = useSearchParams();
@@ -120,12 +133,7 @@ export default function AIStewardPage() {
   );
   const [conflicts, setConflicts] = useState<CognitiveConflict[]>([]);
   const [blockers, setBlockers] = useState<Blocker[]>([]);
-  const [briefing, setBriefing] = useState<DailyBriefing | null>(null);
+  const [briefingMode, setBriefingMode] = useState<"snapshot" | "live">("snapshot");
-  const [briefingError, setBriefingError] = useState<string | null>(null);
-  const [executiveBriefing, setExecutiveBriefing] = useState<ExecutiveBriefingPayload | null>(null);
-  const [executiveBriefingMode, setExecutiveBriefingMode] = useState<"snapshot" | "live">("snapshot");
-  const [executiveBriefingError, setExecutiveBriefingError] = useState<string | null>(null);
-  const [executiveBriefingLoading, setExecutiveBriefingLoading] = useState(false);
   const [executiveBriefingConfigDraft, setExecutiveBriefingConfigDraft] = useState<ExecutiveBriefingConfig>(
     DEFAULT_EXECUTIVE_BRIEFING_CONFIG
   );
@@ -165,6 +173,31 @@ export default function AIStewardPage() {
     },
   });
 
+  const executiveBriefingQuery = useQuery<ExecutiveBriefingPayload>({
+    queryKey: ["ai-steward", "executive-briefing", briefingMode],
+    queryFn: () => aiStewardApi.getExecutiveBriefing(briefingMode),
+    enabled: canManageExecutiveBriefing,
+    staleTime: 30_000,
+  });
+
+  const dailyBriefingQuery = useQuery<DailyBriefingV2Payload>({
+    queryKey: ["ai-steward", "daily-briefing-v2", briefingMode],
+    queryFn: () => aiStewardApi.getDailyBriefingV2(briefingMode),
+    enabled: Boolean(user) && (activeTab === "overview" || activeTab === "briefing" || canManageExecutiveBriefing),
+    staleTime: 30_000,
+  });
+
+  const executiveBriefing = executiveBriefingQuery.data ?? null;
+  const executiveBriefingLoading = executiveBriefingQuery.isLoading || executiveBriefingQuery.isFetching;
+  const executiveBriefingError = executiveBriefingQuery.error
+    ? getApiErrorMessage(executiveBriefingQuery.error, "获取简报失败")
+    : null;
+  const dailyBriefing = dailyBriefingQuery.data ?? null;
+  const dailyBriefingLoading = dailyBriefingQuery.isLoading || dailyBriefingQuery.isFetching;
+  const dailyBriefingError = dailyBriefingQuery.error
+    ? getApiErrorMessage(dailyBriefingQuery.error, "获取每日简报失败")
+    : null;
+
   // ==================== API Calls ====================
 
   const loadConflicts = async () => {
@@ -191,35 +224,17 @@ export default function AIStewardPage() {
     }
   };
 
-  const loadBriefing = async () => {
+  const switchBriefingMode = (mode: "snapshot" | "live") => {
-    setFeatureLoading("briefing");
+    if (mode === briefingMode) {
-    setBriefingError(null);
+      if (canManageExecutiveBriefing) {
-    try {
+        void executiveBriefingQuery.refetch();
-      const data = await aiStewardApi.getDailyBriefing();
-      setBriefing(data);
-    } catch (err) {
-      console.error("Failed to load briefing:", err);
-      setBriefing(null);
-      setBriefingError(getApiErrorMessage(err, "获取简报失败"));
-    } finally {
-      setFeatureLoading(null);
       }
-  };
+      if (activeTab === "briefing" || canManageExecutiveBriefing) {
-
+        void dailyBriefingQuery.refetch();
-  const loadExecutiveBriefing = async (mode: "snapshot" | "live") => {
-    setExecutiveBriefingLoading(true);
-    setExecutiveBriefingError(null);
-    setExecutiveBriefingMode(mode);
-    try {
-      const data = await aiStewardApi.getExecutiveBriefing(mode);
-      setExecutiveBriefing(data);
-      setExecutiveBriefingMode(data.mode);
-    } catch (err) {
-      console.error("Failed to load executive briefing:", err);
-      setExecutiveBriefingError(getApiErrorMessage(err, "获取老板晨报失败"));
-    } finally {
-      setExecutiveBriefingLoading(false);
       }
+      return;
+    }
+    setBriefingMode(mode);
   };
 
   const loadExecutiveBriefingConfig = async () => {
@@ -244,8 +259,11 @@ export default function AIStewardPage() {
       const data = await aiStewardApi.updateExecutiveBriefingConfig(executiveBriefingConfigDraft);
       setExecutiveBriefingConfigDraft(data);
       setExecutiveBriefingSaveMessage({ type: "success", text: "晨报调度配置已保存" });
-      if (activeTab === "overview") {
+      if (canManageExecutiveBriefing) {
-        await loadExecutiveBriefing("snapshot");
+        await executiveBriefingQuery.refetch();
+      }
+      if (dailyBriefingQuery.isFetched) {
+        await dailyBriefingQuery.refetch();
       }
     } catch (err) {
       console.error("Failed to save executive briefing config:", err);
@@ -541,6 +559,42 @@ export default function AIStewardPage() {
     syncUrlParams(nextTab, feedbackSection);
   };
 
+  const openBriefingTarget = (target?: BriefingTarget | null, fallbackTab?: AIStewardTab) => {
+    if (!target?.type || !target.ref) {
+      if (fallbackTab) {
+        handleTabChange(fallbackTab);
+      }
+      return;
+    }
+
+    const serializedParams = serializeTargetParams(target.params);
+    if (target.type === "project_board") {
+      navigate(`/projects/${target.ref}/board${serializedParams ? `?${serializedParams}` : ""}`);
+      return;
+    }
+    if (target.type === "workload_detail") {
+      navigate(`/workloads/${target.ref}${serializedParams ? `?${serializedParams}` : ""}`);
+      return;
+    }
+    if (target.type === "user_profile") {
+      navigate(`/users/${target.ref}/profile${serializedParams ? `?${serializedParams}` : ""}`);
+      return;
+    }
+
+    const nextTab = normalizeTab(target.ref);
+    setActiveTab(nextTab);
+    const next = new URLSearchParams(searchParams);
+    next.set("tab", nextTab);
+    next.set("section", String(target.params?.section || feedbackSection));
+    next.set("window", String(target.params?.window || trendWindowDays));
+    next.set("scope", String(target.params?.scope || trendSourceGroup));
+    for (const [key, value] of Object.entries(target.params || {})) {
+      if (value === null || value === undefined || value === "") continue;
+      next.set(key, String(value));
+    }
+    setSearchParams(next, { replace: true });
+  };
+
   const handleFeedbackSectionChange = (nextSection: FeedbackCenterSection) => {
     setFeedbackSection(nextSection);
     syncUrlParams(activeTab, nextSection);
@@ -556,6 +610,31 @@ export default function AIStewardPage() {
     syncUrlParams(activeTab, feedbackSection, trendWindowDays, nextSourceGroup);
   };
 
+  const buildExportPayload = (): PrintableBriefingPayload | null => {
+    if (canManageExecutiveBriefing && executiveBriefing) {
+      return {
+        brief_date: executiveBriefing.brief_date,
+        mode: executiveBriefing.mode,
+        hero: executiveBriefing.hero,
+        sections: executiveBriefing.sections,
+        export_title: executiveBriefing.hero.title || "简报中心",
+        viewer_scope: "tenant_full",
+      };
+    }
+    if (dailyBriefing) {
+      return dailyBriefing;
+    }
+    return null;
+  };
+
+  const exportCurrentReport = () => {
+    const payload = buildExportPayload();
+    if (!payload) {
+      return;
+    }
+    printBriefingReport(payload, user?.name || user?.username || undefined);
+  };
+
   // ==================== Initial Load ====================
 
   useEffect(() => {
@@ -580,12 +659,10 @@ export default function AIStewardPage() {
 
   useEffect(() => {
     if (activeTab === "overview" && canManageExecutiveBriefing) {
-      void loadExecutiveBriefing("snapshot");
       void loadExecutiveBriefingConfig();
     }
     if (activeTab === "conflicts") loadConflicts();
     if (activeTab === "blockers") loadBlockers();
-    if (activeTab === "briefing") loadBriefing();
     if (activeTab === "engine") {
       loadEngineProviderPresets();
       loadEngineConfigs();
@@ -602,13 +679,13 @@ export default function AIStewardPage() {
           <div className="mb-4 flex items-center justify-center gap-3">
             <Sparkles className={`h-10 w-10 ${canManageExecutiveBriefing ? "text-amber-500" : "text-violet-500"}`} />
             <h1 className="text-4xl font-bold text-slate-900 dark:text-slate-100">
-              {canManageExecutiveBriefing ? "老板晨报中心" : "AI 管家"}
+              简报中心
             </h1>
           </div>
           <p className="text-slate-600 dark:text-slate-400 text-lg">
             {canManageExecutiveBriefing
-              ? "晨报快照、实时刷新与管理群推送共用同一套经营简报内核"
+              ? "晨报快照、实时刷新与管理群推送共用同一套租户级简报内核"
-              : "主动式 AI 管家 - 7x24 小时自动守护项目"}
+              : "与你相关的任务、风险、负载和对齐事项都集中在一个入口里"}
           </p>
         </div>
 
@@ -624,13 +701,12 @@ export default function AIStewardPage() {
             <Tabs value={activeTab} onValueChange={handleTabChange}>
               <TabsList className="flex w-full min-w-0 flex-nowrap gap-1 overflow-x-auto rounded-lg p-1 [-webkit-overflow-scrolling:touch]">
                 <TabsTrigger value="overview" className="shrink-0 whitespace-nowrap">
-                  {canManageExecutiveBriefing ? "晨报中心" : "总览"}
+                  简报中心
                 </TabsTrigger>
                 <TabsTrigger value="create" className="shrink-0 whitespace-nowrap">零配置创建</TabsTrigger>
                 <TabsTrigger value="signals" className="shrink-0 whitespace-nowrap">信号捕获</TabsTrigger>
                 <TabsTrigger value="conflicts" className="shrink-0 whitespace-nowrap">认知冲突</TabsTrigger>
                 <TabsTrigger value="blockers" className="shrink-0 whitespace-nowrap">阻塞检测</TabsTrigger>
-                <TabsTrigger value="briefing" className="shrink-0 whitespace-nowrap">每日简报</TabsTrigger>
                 <TabsTrigger value="qa" className="shrink-0 whitespace-nowrap">问答记录</TabsTrigger>
                 {canViewFeedbackCenter && (
                   <TabsTrigger value="feedback-center" className="shrink-0 whitespace-nowrap">反馈中心</TabsTrigger>
@@ -640,20 +716,25 @@ export default function AIStewardPage() {
 
               <OverviewTab
                 canManageExecutiveBriefing={canManageExecutiveBriefing}
+                dailyBriefing={dailyBriefing}
+                dailyBriefingError={dailyBriefingError}
+                dailyBriefingLoading={dailyBriefingLoading}
+                username={user?.username}
                 executiveBriefing={executiveBriefing}
                 executiveBriefingError={executiveBriefingError}
-                executiveBriefingMode={executiveBriefingMode}
+                executiveBriefingMode={briefingMode}
                 executiveBriefingLoading={executiveBriefingLoading}
                 executiveBriefingConfigDraft={executiveBriefingConfigDraft}
                 executiveBriefingConfigLoading={executiveBriefingConfigLoading}
                 executiveBriefingConfigError={executiveBriefingConfigError}
                 executiveBriefingSaveLoading={executiveBriefingConfigSaving}
                 executiveBriefingSaveMessage={executiveBriefingSaveMessage}
-                onLoadSnapshot={() => void loadExecutiveBriefing("snapshot")}
+                onLoadSnapshot={() => switchBriefingMode("snapshot")}
-                onRefreshLive={() => void loadExecutiveBriefing("live")}
+                onRefreshLive={() => switchBriefingMode("live")}
+                onExportReport={exportCurrentReport}
                 onConfigChange={updateExecutiveBriefingDraft}
                 onSaveConfig={() => void saveExecutiveBriefingConfig()}
-                onSelectTab={(tab) => handleTabChange(tab)}
+                onOpenTarget={openBriefingTarget}
               />
 
               <CreateProjectTab
@@ -688,14 +769,6 @@ export default function AIStewardPage() {
                 onDetectTaskBlockers={() => void detectTaskBlockers()}
               />
 
-              <BriefingTab
-                featureLoading={featureLoading}
-                briefing={briefing}
-                briefingError={briefingError}
-                username={user?.username}
-                onRefreshBriefing={() => void loadBriefing()}
-              />
-
               {/* QA Records Tab */}
               <TabsContent value="qa" className="mt-6">
                 <QAHistoryPanel />

frontend/src/pages/ai-steward/components/BriefingDetailDrawer.tsx

@@ -0,0 +1,368 @@
+import { useEffect, useMemo, useState } from "react";
+import { ChevronDown, ChevronRight } from "lucide-react";
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import type { AIStewardTab, BriefingTarget, ExecutiveBriefingItem, ExecutiveBriefingSection } from "@/pages/ai-steward/types";
+import { groupBriefingItemsByProject } from "./BriefingSectionCard";
+
+function toneBadgeClass(tone: string): string {
+  switch (tone) {
+    case "critical":
+      return "bg-rose-100 text-rose-700 dark:bg-rose-950 dark:text-rose-200";
+    case "warning":
+      return "bg-amber-100 text-amber-700 dark:bg-amber-950 dark:text-amber-200";
+    case "positive":
+      return "bg-emerald-100 text-emerald-700 dark:bg-emerald-950 dark:text-emerald-200";
+    case "info":
+      return "bg-sky-100 text-sky-700 dark:bg-sky-950 dark:text-sky-200";
+    default:
+      return "bg-slate-100 text-slate-700 dark:bg-slate-900 dark:text-slate-200";
+  }
+}
+
+function toneLabel(tone: string): string {
+  switch (tone) {
+    case "critical":
+      return "紧急";
+    case "warning":
+      return "关注";
+    case "positive":
+      return "平稳";
+    case "info":
+      return "提示";
+    default:
+      return "状态";
+  }
+}
+
+function buildActionLabel(target?: BriefingTarget | null, fallbackTab?: AIStewardTab): string {
+  switch (target?.type) {
+    case "project_board":
+      return "进入项目";
+    case "workload_detail":
+      return "查看负载";
+    case "user_profile":
+      return "查看成员";
+    case "ai_steward_tab":
+      return "打开工作台";
+    default:
+      return fallbackTab ? "打开工作台" : "查看详情";
+  }
+}
+
+function itemKindLabel(kind?: string | null): string {
+  switch (kind) {
+    case "signal":
+      return "项目信号";
+    case "signal_source":
+      return "信号源";
+    case "capacity":
+      return "人员负载";
+    case "task":
+      return "项目任务";
+    case "notification":
+      return "项目风险";
+    case "conflict":
+      return "协作冲突";
+    default:
+      return "事项";
+  }
+}
+
+interface BriefingDetailDrawerProps {
+  open: boolean;
+  section: ExecutiveBriefingSection | null;
+  focusedProjectKey?: string | null;
+  onOpenChange: (open: boolean) => void;
+  onOpenTarget: (target?: BriefingTarget | null, fallbackTab?: AIStewardTab) => void;
+}
+
+function getItemRuntimeKey(item: ExecutiveBriefingItem, groupKey: string, index: number): string {
+  return item.id || `${groupKey}:${item.kind || "item"}:${item.title}:${index}`;
+}
+
+function getItemDetailLines(item: ExecutiveBriefingItem): string[] {
+  if (Array.isArray(item.detail_lines) && item.detail_lines.length) {
+    return item.detail_lines;
+  }
+  const detail = String(item.detail || "").trim();
+  return detail ? [detail] : [];
+}
+
+function getItemMeta(item: ExecutiveBriefingItem): Array<{ label: string; value: string }> {
+  if (Array.isArray(item.meta) && item.meta.length) {
+    return item.meta;
+  }
+  const fallback: Array<{ label: string; value: string }> = [];
+  if (item.project_name) {
+    fallback.push({ label: "项目", value: item.project_name });
+  }
+  if (item.owner_name) {
+    fallback.push({ label: "负责人", value: item.owner_name });
+  }
+  if (item.occurred_at) {
+    fallback.push({ label: "时间", value: item.occurred_at });
+  }
+  return fallback;
+}
+
+export default function BriefingDetailDrawer({
+  open,
+  section,
+  focusedProjectKey,
+  onOpenChange,
+  onOpenTarget,
+}: BriefingDetailDrawerProps) {
+  const groups = useMemo(() => groupBriefingItemsByProject(section?.items ?? []), [section?.items]);
+  const [expandedGroupKeys, setExpandedGroupKeys] = useState<Set<string>>(new Set());
+  const [expandedItemIds, setExpandedItemIds] = useState<Set<string>>(new Set());
+
+  useEffect(() => {
+    if (!open) return;
+    setExpandedGroupKeys(
+      new Set(
+        focusedProjectKey
+          ? [focusedProjectKey]
+          : groups.map((group) => group.key)
+      )
+    );
+    setExpandedItemIds(new Set());
+  }, [focusedProjectKey, groups, open, section?.key]);
+
+  const allGroupsExpanded = groups.length > 0 && groups.every((group) => expandedGroupKeys.has(group.key));
+  const allItems = section?.items ?? [];
+  const runtimeItemKeys = groups.flatMap((group) =>
+    group.items.map((item, index) => getItemRuntimeKey(item, group.key, index))
+  );
+  const allItemsExpanded = runtimeItemKeys.length > 0 && runtimeItemKeys.every((itemKey) => expandedItemIds.has(itemKey));
+  const fallbackTab = section?.drilldown_tab as AIStewardTab | undefined;
+
+  const toggleGroup = (groupKey: string) => {
+    setExpandedGroupKeys((current) => {
+      const next = new Set(current);
+      if (next.has(groupKey)) {
+        next.delete(groupKey);
+      } else {
+        next.add(groupKey);
+      }
+      return next;
+    });
+  };
+
+  const toggleItem = (itemId: string) => {
+    setExpandedItemIds((current) => {
+      const next = new Set(current);
+      if (next.has(itemId)) {
+        next.delete(itemId);
+      } else {
+        next.add(itemId);
+      }
+      return next;
+    });
+  };
+
+  const toggleAllGroups = () => {
+    setExpandedGroupKeys(allGroupsExpanded ? new Set() : new Set(groups.map((group) => group.key)));
+  };
+
+  const toggleAllItems = () => {
+    setExpandedItemIds(allItemsExpanded ? new Set() : new Set(runtimeItemKeys));
+  };
+
+  const openAction = (target?: BriefingTarget | null, nextFallbackTab?: AIStewardTab) => {
+    onOpenChange(false);
+    onOpenTarget(target, nextFallbackTab);
+  };
+
+  const renderActionButtons = (item: ExecutiveBriefingItem, runtimeKey: string) => {
+    const actions: Array<{ key: string; label: string; target?: BriefingTarget | null; fallbackTab?: AIStewardTab; variant?: "default" | "outline" }> = [];
+
+    if (item.target || fallbackTab) {
+      actions.push({
+        key: "primary",
+        label: buildActionLabel(item.target, fallbackTab),
+        target: item.target,
+        fallbackTab,
+        variant: "default",
+      });
+    }
+    if (item.project_id && item.target?.type !== "project_board") {
+      actions.push({
+        key: "project",
+        label: "进入项目",
+        target: { type: "project_board", ref: String(item.project_id) },
+        variant: "outline",
+      });
+    }
+    if (item.user_id && item.target?.type !== "workload_detail") {
+      actions.push({
+        key: "workload",
+        label: "查看负载",
+        target: { type: "workload_detail", ref: String(item.user_id) },
+        variant: "outline",
+      });
+    }
+
+    return (
+      <div className="mt-4 flex flex-wrap gap-2">
+        {actions.map((action) => (
+          <Button
+            key={`${runtimeKey}-${action.key}`}
+            size="sm"
+            variant={action.variant}
+            onClick={() => openAction(action.target, action.fallbackTab)}
+          >
+            {action.label}
+          </Button>
+        ))}
+      </div>
+    );
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent
+        className="z-[100] gap-0 overflow-hidden p-0 sm:left-auto sm:right-0 sm:top-0 sm:bottom-0 sm:h-screen sm:max-h-screen sm:w-[min(760px,100vw)] sm:max-w-none sm:translate-x-0 sm:translate-y-0 sm:rounded-none"
+      >
+        <div className="flex h-full max-h-[90vh] flex-col bg-slate-50 dark:bg-slate-950">
+          <DialogHeader className="border-b border-slate-200 bg-white px-6 py-5 dark:border-slate-800 dark:bg-slate-950">
+            <DialogTitle className="text-2xl text-slate-950 dark:text-slate-50">
+              {section?.title || "简报详情"}
+            </DialogTitle>
+            <DialogDescription className="text-sm leading-6 text-slate-500 dark:text-slate-400">
+              {section?.summary || "在这里查看当前区块的完整项目分组与条目详情。"}
+            </DialogDescription>
+            <div className="mt-4 flex flex-wrap items-center gap-2">
+              <Badge className="bg-slate-900 text-white dark:bg-slate-100 dark:text-slate-900">
+                共 {allItems.length} 条
+              </Badge>
+              <Button variant="outline" size="sm" onClick={toggleAllGroups} disabled={!groups.length}>
+                {allGroupsExpanded ? "全部收起项目" : "全部展开项目"}
+              </Button>
+              <Button variant="outline" size="sm" onClick={toggleAllItems} disabled={!allItems.length}>
+                {allItemsExpanded ? "全部收起条目" : "全部展开条目"}
+              </Button>
+            </div>
+          </DialogHeader>
+
+          <div className="flex-1 overflow-y-auto px-6 py-6">
+            <div className="space-y-4">
+              {groups.map((group) => {
+                const expanded = expandedGroupKeys.has(group.key);
+                return (
+                  <div
+                    key={group.key}
+                    className="rounded-3xl border border-slate-200 bg-white p-5 shadow-sm dark:border-slate-800 dark:bg-slate-900/80"
+                  >
+                    <button
+                      type="button"
+                      className="flex w-full items-start justify-between gap-3 text-left"
+                      onClick={() => toggleGroup(group.key)}
+                    >
+                      <div className="min-w-0">
+                        <div className="flex flex-wrap items-center gap-2">
+                          <span className="text-lg font-semibold text-slate-950 dark:text-slate-50">{group.title}</span>
+                          <span className="rounded-full bg-slate-100 px-2 py-0.5 text-xs text-slate-600 dark:bg-slate-800 dark:text-slate-300">
+                            {group.categoryLabel}
+                          </span>
+                          <Badge className={toneBadgeClass(group.tone)}>{toneLabel(group.tone)}</Badge>
+                          <span className="text-sm text-slate-500">{group.items.length} 条</span>
+                        </div>
+                        <p className="mt-2 text-sm leading-6 text-slate-500 dark:text-slate-400">
+                          展开后查看这个项目下的完整事项、详细字段与操作按钮。
+                        </p>
+                      </div>
+                      {expanded ? (
+                        <ChevronDown className="mt-1 h-5 w-5 shrink-0 text-slate-500" />
+                      ) : (
+                        <ChevronRight className="mt-1 h-5 w-5 shrink-0 text-slate-500" />
+                      )}
+                    </button>
+
+                    {expanded && (
+                      <div className="mt-5 space-y-3">
+                        {group.items.map((item, index) => {
+                          const runtimeKey = getItemRuntimeKey(item, group.key, index);
+                          const expandedItem = expandedItemIds.has(runtimeKey);
+                          const itemMeta = getItemMeta(item);
+                          const detailLines = getItemDetailLines(item);
+                          return (
+                            <div
+                              key={runtimeKey}
+                              className="rounded-2xl border border-slate-200/80 bg-slate-50/90 p-4 dark:border-slate-800 dark:bg-slate-950/60"
+                            >
+                              <button
+                                type="button"
+                                className="flex w-full items-start justify-between gap-3 text-left"
+                                onClick={() => toggleItem(runtimeKey)}
+                              >
+                                <div className="min-w-0">
+                                  <div className="flex flex-wrap items-center gap-2">
+                                    <span className="font-medium text-slate-950 dark:text-slate-50">{item.title}</span>
+                                    <span className="rounded-full bg-slate-100 px-2 py-0.5 text-[11px] text-slate-500 dark:bg-slate-800 dark:text-slate-300">
+                                      {itemKindLabel(item.kind)}
+                                    </span>
+                                    <Badge className={toneBadgeClass(item.tone)}>{toneLabel(item.tone)}</Badge>
+                                  </div>
+                                  <p className="mt-2 text-sm leading-6 text-slate-600 dark:text-slate-300">{item.detail}</p>
+                                </div>
+                                {expandedItem ? (
+                                  <ChevronDown className="mt-1 h-4 w-4 shrink-0 text-slate-500" />
+                                ) : (
+                                  <ChevronRight className="mt-1 h-4 w-4 shrink-0 text-slate-500" />
+                                )}
+                              </button>
+
+                              {expandedItem && (
+                                <div className="mt-4 border-t border-slate-200 pt-4 dark:border-slate-800">
+                                  <div className="grid gap-3 md:grid-cols-2">
+                                    {itemMeta.map((meta) => (
+                                      <div
+                                        key={`${runtimeKey}-${meta.label}`}
+                                        className="rounded-xl border border-slate-200/80 bg-white px-3 py-3 dark:border-slate-800 dark:bg-slate-900"
+                                      >
+                                        <p className="text-xs text-slate-500">{meta.label}</p>
+                                        <p className="mt-1 text-sm font-medium text-slate-900 dark:text-slate-100">{meta.value}</p>
+                                      </div>
+                                    ))}
+                                  </div>
+                                  <div className="mt-4 space-y-2">
+                                    {detailLines.map((line, lineIndex) => (
+                                      <div
+                                        key={`${runtimeKey}-line-${lineIndex}`}
+                                        className="rounded-xl border border-dashed border-slate-200/80 bg-white/80 px-3 py-2 text-sm text-slate-600 dark:border-slate-800 dark:bg-slate-900/80 dark:text-slate-300"
+                                      >
+                                        {line}
+                                      </div>
+                                    ))}
+                                  </div>
+                                  {renderActionButtons(item, runtimeKey)}
+                                </div>
+                              )}
+                            </div>
+                          );
+                        })}
+                      </div>
+                    )}
+                  </div>
+                );
+              })}
+              {!groups.length && (
+                <div className="rounded-2xl border border-dashed border-slate-300 bg-white px-4 py-10 text-center text-sm text-slate-500 dark:border-slate-700 dark:bg-slate-900/60 dark:text-slate-400">
+                  当前区块没有可展开的详细内容。
+                </div>
+              )}
+            </div>
+          </div>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+}

frontend/src/pages/ai-steward/components/BriefingPrintDocument.tsx

@@ -0,0 +1,571 @@
+import type {
+  DailyBriefingV2Payload,
+  ExecutiveBriefingHero,
+  ExecutiveBriefingSection,
+} from "@/pages/ai-steward/types";
+import { groupBriefingItemsByProject } from "./BriefingSectionCard";
+
+export interface PrintableBriefingPayload {
+  brief_date: string;
+  mode: "snapshot" | "live";
+  hero: ExecutiveBriefingHero;
+  sections: ExecutiveBriefingSection[];
+  export_title: string;
+  viewer_scope?: DailyBriefingV2Payload["viewer_scope"];
+  personal_summary?: DailyBriefingV2Payload["personal_summary"];
+  personal_workload?: DailyBriefingV2Payload["personal_workload"];
+}
+
+function escapeHtml(value: string | number | null | undefined): string {
+  return String(value ?? "")
+    .replace(/&/g, "&")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+function toneLabel(tone: string): string {
+  switch (tone) {
+    case "critical":
+      return "紧急";
+    case "warning":
+      return "关注";
+    case "positive":
+      return "正常";
+    case "info":
+      return "提示";
+    default:
+      return "状态";
+  }
+}
+
+function itemKindLabel(kind?: string | null): string {
+  switch (kind) {
+    case "signal":
+      return "项目信号";
+    case "signal_source":
+      return "信号源";
+    case "capacity":
+      return "人员负载";
+    case "task":
+      return "项目任务";
+    case "notification":
+      return "项目风险";
+    case "conflict":
+      return "协作冲突";
+    default:
+      return "事项";
+  }
+}
+
+function modeLabel(mode: PrintableBriefingPayload["mode"]): string {
+  return mode === "live" ? "实时版" : "晨报快照";
+}
+
+function formatTimestamp(value?: string | null): string {
+  if (!value) return "-";
+  const date = new Date(value);
+  if (Number.isNaN(date.getTime())) return String(value);
+  return date.toLocaleString("zh-CN", {
+    year: "numeric",
+    month: "2-digit",
+    day: "2-digit",
+    hour: "2-digit",
+    minute: "2-digit",
+  });
+}
+
+function renderMetrics(metrics: ExecutiveBriefingSection["metrics"]): string {
+  if (!metrics.length) {
+    return '<p class="muted">当前没有额外指标。</p>';
+  }
+  return `
+    <div class="metrics">
+      ${metrics
+        .map(
+          (metric) => `
+            <div class="metric-card">
+              <div class="metric-label">${escapeHtml(metric.label)}</div>
+              <div class="metric-value">${escapeHtml(metric.value)}</div>
+            </div>
+          `
+        )
+        .join("")}
+    </div>
+  `;
+}
+
+function renderTargetLabel(sectionTitle: string, target?: { label?: string | null; type?: string } | null): string {
+  const label = String(target?.label || "").trim();
+  if (label) return label;
+  switch (target?.type) {
+    case "project_board":
+      return "进入项目";
+    case "workload_detail":
+      return "查看负载";
+    case "user_profile":
+      return "查看成员";
+    case "ai_steward_tab":
+      return `打开${sectionTitle}`;
+    default:
+      return "查看详情";
+  }
+}
+
+function renderItemMeta(item: ExecutiveBriefingSection["items"][number]): Array<{ label: string; value: string }> {
+  if (Array.isArray(item.meta) && item.meta.length) {
+    return item.meta;
+  }
+  const fallback: Array<{ label: string; value: string }> = [];
+  if (item.project_name) {
+    fallback.push({ label: "项目", value: item.project_name });
+  }
+  if (item.owner_name) {
+    fallback.push({ label: "负责人", value: item.owner_name });
+  }
+  if (item.occurred_at) {
+    fallback.push({ label: "时间", value: item.occurred_at });
+  }
+  return fallback;
+}
+
+function renderItemDetailLines(item: ExecutiveBriefingSection["items"][number]): string[] {
+  if (Array.isArray(item.detail_lines) && item.detail_lines.length) {
+    return item.detail_lines;
+  }
+  const detail = String(item.detail || "").trim();
+  return detail ? [detail] : [];
+}
+
+function renderItems(section: ExecutiveBriefingSection): string {
+  const groups = groupBriefingItemsByProject(section.items);
+  if (!section.items.length) {
+    return '<div class="empty-card">当前区块暂无需要补充到报告的异常或跟进项。</div>';
+  }
+  return `
+    <div class="project-group-list">
+              ${groups
+        .map(
+          (group) => `
+            <section class="project-group">
+              <div class="project-head">
+                <div>
+                  <div class="project-title">${escapeHtml(group.title)}</div>
+                  <div class="project-kind">${escapeHtml(group.categoryLabel)}</div>
+                </div>
+                <div class="project-count">${escapeHtml(group.items.length)} 条</div>
+              </div>
+              <div class="item-list">
+                ${group.items
+                  .map((item) => {
+                    const meta = renderItemMeta(item);
+                    const detailLines = renderItemDetailLines(item);
+                    return `
+                      <div class="item-card">
+                        <div class="item-head">
+                          <div>
+                            <span class="item-title">${escapeHtml(item.title)}</span>
+                            <span class="item-kind">${escapeHtml(itemKindLabel(item.kind))}</span>
+                          </div>
+                          <span class="tone tone-${escapeHtml(item.tone)}">${toneLabel(item.tone)}</span>
+                        </div>
+                        <div class="item-detail">${escapeHtml(item.detail)}</div>
+                        <div class="meta-grid">
+                          ${meta
+                            .map(
+                              (meta) => `
+                                <div class="meta-chip">
+                                  <div class="meta-label">${escapeHtml(meta.label)}</div>
+                                  <div class="meta-value">${escapeHtml(meta.value)}</div>
+                                </div>
+                              `
+                            )
+                            .join("")}
+                        </div>
+                        <div class="detail-lines">
+                          ${detailLines
+                            .map((line) => `<div class="detail-line">${escapeHtml(line)}</div>`)
+                            .join("")}
+                        </div>
+                        <div class="action-tag">处理动作：${escapeHtml(renderTargetLabel(section.title, item.target))}</div>
+                      </div>
+                    `
+                  })
+                  .join("")}
+              </div>
+            </section>
+          `
+        )
+        .join("")}
+    </div>
+  `;
+}
+
+export function buildBriefingPrintHtml(payload: PrintableBriefingPayload, viewerName?: string): string {
+  const hero = payload.hero;
+  const summaryBlock = payload.personal_summary
+    ? `
+      <section class="summary-banner">
+        <h2>今日结论</h2>
+        <p>${escapeHtml(payload.personal_summary.headline)}</p>
+      </section>
+    `
+    : "";
+
+  const workloadBlock = payload.personal_workload
+    ? `
+      <section class="workload-card">
+        <div class="workload-head">个人负载</div>
+        <div class="workload-name">${escapeHtml(payload.personal_workload.user_name)}</div>
+        <div class="workload-ratio">${escapeHtml(payload.personal_workload.workload_ratio)}%</div>
+        <div class="workload-detail">
+          已分配 ${escapeHtml(payload.personal_workload.assigned_hours)} 小时 / 周上限
+          ${escapeHtml(payload.personal_workload.max_weekly_hours)} 小时
+        </div>
+      </section>
+    `
+    : "";
+
+  const hasWorkloadBlock = Boolean(payload.personal_workload);
+
+  return `
+    <html>
+      <head>
+        <meta charset="utf-8" />
+        <title>${escapeHtml(payload.export_title)}</title>
+        <style>
+          :root {
+            color-scheme: light;
+            font-family: "PingFang SC", "Microsoft YaHei", "Noto Sans SC", sans-serif;
+          }
+          * {
+            box-sizing: border-box;
+          }
+          body {
+            margin: 0;
+            background: #f7f4ee;
+            color: #1f2937;
+          }
+          .page {
+            width: 960px;
+            margin: 0 auto;
+            padding: 40px 32px 56px;
+          }
+          .hero {
+            padding: 28px;
+            border-radius: 24px;
+            background: linear-gradient(135deg, #fff8ef 0%, #ffe6bf 100%);
+            border: 1px solid #f3d39b;
+          }
+          .eyebrow {
+            display: inline-block;
+            padding: 6px 12px;
+            border-radius: 999px;
+            background: #111827;
+            color: #fff;
+            font-size: 12px;
+          }
+          h1 {
+            margin: 16px 0 8px;
+            font-size: 30px;
+            line-height: 1.25;
+          }
+          .hero-subtitle {
+            margin: 0;
+            color: #475569;
+            font-size: 14px;
+            line-height: 1.7;
+          }
+          .hero-grid {
+            display: grid;
+            grid-template-columns: repeat(3, minmax(0, 1fr));
+            gap: 16px;
+            margin-top: 24px;
+          }
+          .hero-card,
+          .metric-card,
+          .workload-card {
+            border-radius: 18px;
+            background: rgba(255, 255, 255, 0.82);
+            border: 1px solid #eadac0;
+            padding: 18px;
+          }
+          .hero-label,
+          .metric-label,
+          .workload-head {
+            font-size: 12px;
+            color: #64748b;
+          }
+          .hero-value,
+          .metric-value,
+          .workload-ratio {
+            margin-top: 8px;
+            font-size: 28px;
+            font-weight: 700;
+            color: #0f172a;
+          }
+          .meta {
+            display: flex;
+            gap: 18px;
+            flex-wrap: wrap;
+            margin-top: 18px;
+            font-size: 13px;
+            color: #475569;
+          }
+          .summary-banner {
+            margin-top: 24px;
+            padding: 22px 24px;
+            border-radius: 20px;
+            background: #ffffff;
+            border: 1px solid #e2e8f0;
+          }
+          .summary-banner h2,
+          .section-card h3 {
+            margin: 0 0 10px;
+            font-size: 20px;
+          }
+          .summary-banner p,
+          .section-summary,
+          .item-detail,
+          .muted,
+          .workload-detail {
+            margin: 0;
+            font-size: 14px;
+            line-height: 1.7;
+            color: #475569;
+          }
+          .layout {
+            display: grid;
+            grid-template-columns: minmax(0, 1.6fr) minmax(260px, 0.8fr);
+            gap: 18px;
+            margin-top: 18px;
+          }
+          .section-list {
+            display: grid;
+            gap: 16px;
+          }
+          .section-card {
+            padding: 22px 24px;
+            border-radius: 20px;
+            background: #fff;
+            border: 1px solid #e2e8f0;
+          }
+          .metrics {
+            display: grid;
+            grid-template-columns: repeat(3, minmax(0, 1fr));
+            gap: 12px;
+            margin-top: 14px;
+          }
+          .item-list {
+            display: grid;
+            gap: 12px;
+            margin-top: 16px;
+          }
+          .project-group-list {
+            display: grid;
+            gap: 14px;
+            margin-top: 16px;
+          }
+          .project-group {
+            border-radius: 18px;
+            background: #fff8ef;
+            border: 1px solid #f0dfc1;
+            padding: 14px;
+          }
+          .project-head {
+            display: flex;
+            align-items: center;
+            justify-content: space-between;
+            gap: 12px;
+            margin-bottom: 12px;
+          }
+          .project-title {
+            font-size: 16px;
+            font-weight: 700;
+            color: #0f172a;
+          }
+          .project-kind {
+            margin-top: 4px;
+            font-size: 12px;
+            color: #64748b;
+          }
+          .project-count {
+            font-size: 12px;
+            color: #64748b;
+          }
+          .item-card,
+          .empty-card {
+            border-radius: 16px;
+            background: #f8fafc;
+            border: 1px solid #e2e8f0;
+            padding: 14px 16px;
+          }
+          .item-head {
+            display: flex;
+            align-items: center;
+            justify-content: space-between;
+            gap: 12px;
+            margin-bottom: 8px;
+          }
+          .item-title,
+          .workload-name {
+            font-size: 15px;
+            font-weight: 600;
+            color: #0f172a;
+          }
+          .item-kind {
+            display: inline-block;
+            margin-left: 8px;
+            padding: 2px 8px;
+            border-radius: 999px;
+            background: #f1f5f9;
+            color: #475569;
+            font-size: 11px;
+            font-weight: 500;
+          }
+          .meta-grid {
+            display: grid;
+            grid-template-columns: repeat(2, minmax(0, 1fr));
+            gap: 10px;
+            margin-top: 12px;
+          }
+          .meta-chip {
+            border-radius: 12px;
+            border: 1px solid #e2e8f0;
+            background: #ffffff;
+            padding: 10px 12px;
+          }
+          .meta-label {
+            font-size: 11px;
+            color: #64748b;
+          }
+          .meta-value {
+            margin-top: 4px;
+            font-size: 13px;
+            font-weight: 600;
+            color: #0f172a;
+          }
+          .detail-lines {
+            display: grid;
+            gap: 8px;
+            margin-top: 12px;
+          }
+          .detail-line {
+            border-radius: 10px;
+            border: 1px dashed #d8e0ea;
+            background: #ffffff;
+            padding: 10px 12px;
+            font-size: 13px;
+            line-height: 1.6;
+            color: #475569;
+          }
+          .action-tag {
+            margin-top: 12px;
+            font-size: 13px;
+            font-weight: 600;
+            color: #334155;
+          }
+          .tone {
+            padding: 4px 10px;
+            border-radius: 999px;
+            font-size: 12px;
+          }
+          .tone-critical {
+            background: #ffe4e6;
+            color: #be123c;
+          }
+          .tone-warning {
+            background: #fef3c7;
+            color: #b45309;
+          }
+          .tone-positive {
+            background: #dcfce7;
+            color: #15803d;
+          }
+          .tone-info {
+            background: #e0f2fe;
+            color: #0369a1;
+          }
+          @media print {
+            body {
+              background: #fff;
+            }
+            .page {
+              width: auto;
+              padding: 0;
+            }
+            .layout {
+              display: block;
+            }
+            .section-list + .section-list {
+              margin-top: 18px;
+            }
+          }
+        </style>
+      </head>
+      <body>
+        <main class="page">
+          <section class="hero">
+            <span class="eyebrow">${escapeHtml(modeLabel(payload.mode))}</span>
+            <h1>${escapeHtml(payload.export_title)}</h1>
+            <p class="hero-subtitle">
+              ${escapeHtml(hero.title)}${viewerName ? ` · 查看人：${escapeHtml(viewerName)}` : ""}
+            </p>
+            <div class="meta">
+              <span>查看日期：${escapeHtml(payload.brief_date)}</span>
+              <span>晨报快照：${escapeHtml(formatTimestamp(hero.baseline_generated_at))}</span>
+              <span>实时刷新：${escapeHtml(formatTimestamp(hero.live_generated_at))}</span>
+              <span>异常总数：${escapeHtml(hero.anomaly_count)}</span>
+            </div>
+            <div class="hero-grid">
+              <div class="hero-card">
+                <div class="hero-label">需关注事项</div>
+                <div class="hero-value">${escapeHtml(hero.decision_count)}</div>
+              </div>
+              <div class="hero-card">
+                <div class="hero-label">异常总数</div>
+                <div class="hero-value">${escapeHtml(hero.anomaly_count)}</div>
+              </div>
+              <div class="hero-card">
+                <div class="hero-label">查看范围</div>
+                <div class="hero-value">${escapeHtml(payload.viewer_scope === "personal" ? "个人" : "全租户")}</div>
+              </div>
+            </div>
+          </section>
+
+          ${summaryBlock}
+
+          <section class="layout">
+            <div class="section-list">
+              ${payload.sections
+                .map(
+                  (section) => `
+                    <article class="section-card">
+                      <h3>${escapeHtml(section.title)}</h3>
+                      <p class="section-summary">${escapeHtml(section.summary)}</p>
+                      ${renderMetrics(section.metrics)}
+                      ${renderItems(section)}
+                    </article>
+                  `
+                )
+                .join("")}
+            </div>
+            ${hasWorkloadBlock ? `<aside class="section-list">${workloadBlock}</aside>` : ""}
+          </section>
+        </main>
+      </body>
+    </html>
+  `;
+}
+
+export function printBriefingReport(payload: PrintableBriefingPayload, viewerName?: string): void {
+  const win = window.open("", "_blank");
+  if (!win) {
+    return;
+  }
+  win.document.write(buildBriefingPrintHtml(payload, viewerName));
+  win.document.close();
+  win.focus();
+  win.print();
+}

frontend/src/pages/ai-steward/components/BriefingSectionCard.tsx

@@ -0,0 +1,314 @@
+import { useEffect, useMemo, useState } from "react";
+import { ChevronDown, ChevronRight, PanelRightOpen } from "lucide-react";
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent } from "@/components/ui/card";
+import { cn } from "@/lib/utils";
+import type { ExecutiveBriefingItem, ExecutiveBriefingSection } from "@/pages/ai-steward/types";
+
+export interface BriefingProjectGroup {
+  key: string;
+  title: string;
+  categoryLabel: string;
+  previewText: string;
+  projectId: number | null;
+  tone: string;
+  items: ExecutiveBriefingItem[];
+}
+
+function toneRank(tone: string): number {
+  switch (tone) {
+    case "critical":
+      return 4;
+    case "warning":
+      return 3;
+    case "info":
+      return 2;
+    case "positive":
+      return 1;
+    default:
+      return 0;
+  }
+}
+
+function toneBadgeClass(tone: string): string {
+  switch (tone) {
+    case "critical":
+      return "bg-rose-100 text-rose-700 dark:bg-rose-950 dark:text-rose-200";
+    case "warning":
+      return "bg-amber-100 text-amber-700 dark:bg-amber-950 dark:text-amber-200";
+    case "positive":
+      return "bg-emerald-100 text-emerald-700 dark:bg-emerald-950 dark:text-emerald-200";
+    case "info":
+      return "bg-sky-100 text-sky-700 dark:bg-sky-950 dark:text-sky-200";
+    default:
+      return "bg-slate-100 text-slate-700 dark:bg-slate-900 dark:text-slate-200";
+  }
+}
+
+function toneLabel(tone: string): string {
+  switch (tone) {
+    case "critical":
+      return "紧急";
+    case "warning":
+      return "关注";
+    case "positive":
+      return "平稳";
+    case "info":
+      return "提示";
+    default:
+      return "状态";
+  }
+}
+
+function formatMetricValue(value: string | number): string {
+  return typeof value === "number" ? String(value) : value;
+}
+
+function getMetaValue(item: ExecutiveBriefingItem, label: string): string | null {
+  const entry = Array.isArray(item.meta) ? item.meta.find((meta) => meta.label === label) : null;
+  const value = String(entry?.value || "").trim();
+  return value || null;
+}
+
+function itemKindLabel(kind?: string | null): string {
+  switch (kind) {
+    case "signal":
+      return "项目信号";
+    case "signal_source":
+      return "信号源";
+    case "capacity":
+      return "人员负载";
+    case "task":
+      return "项目任务";
+    case "notification":
+      return "项目风险";
+    case "conflict":
+      return "协作冲突";
+    default:
+      return "事项";
+  }
+}
+
+export function groupBriefingItemsByProject(items: ExecutiveBriefingItem[]): BriefingProjectGroup[] {
+  const groups = new Map<string, BriefingProjectGroup>();
+  for (const item of items) {
+    const projectId = typeof item.project_id === "number" ? item.project_id : null;
+    const projectName = String(item.project_name || "").trim();
+    const ownerName = String(item.owner_name || "").trim();
+    const sourceIdentifier = getMetaValue(item, "标识");
+    const workloadValue = getMetaValue(item, "负载");
+    const fallbackTitle = String(item.title || "").trim() || "其他事项";
+
+    let key = "";
+    let title = "";
+    let categoryLabel = "";
+    let previewText = String(item.detail || "").trim() || "展开后查看详细内容";
+
+    if (projectId !== null && projectName) {
+      key = `project:${projectId}`;
+      title = projectName;
+      categoryLabel = "项目";
+    } else if (item.kind === "signal_source") {
+      key = `signal-source:${item.id}`;
+      title = sourceIdentifier ? `${fallbackTitle}` : fallbackTitle;
+      categoryLabel = "信号源";
+      previewText = sourceIdentifier ? `来源标识 ${sourceIdentifier}` : previewText;
+    } else if (item.kind === "capacity" || item.user_id || ownerName) {
+      key = `user:${item.user_id ?? item.id}`;
+      title = ownerName || fallbackTitle;
+      categoryLabel = "成员";
+      previewText = workloadValue ? `${workloadValue}｜${String(item.detail || "").trim()}` : previewText;
+    } else {
+      key = `item:${item.id}`;
+      title = fallbackTitle;
+      categoryLabel = itemKindLabel(item.kind);
+    }
+
+    const existing = groups.get(key);
+    if (existing) {
+      existing.items.push(item);
+      if (toneRank(item.tone) > toneRank(existing.tone)) {
+        existing.tone = item.tone;
+      }
+      continue;
+    }
+    groups.set(key, {
+      key,
+      title,
+      categoryLabel,
+      previewText,
+      projectId,
+      tone: item.tone,
+      items: [item],
+    });
+  }
+
+  return Array.from(groups.values()).sort((left, right) => {
+    const toneDelta = toneRank(right.tone) - toneRank(left.tone);
+    if (toneDelta !== 0) return toneDelta;
+    return right.items.length - left.items.length;
+  });
+}
+
+interface BriefingSectionCardProps {
+  section: ExecutiveBriefingSection;
+  className?: string;
+  emptyMessage: string;
+  onOpenDrawer: (section: ExecutiveBriefingSection, projectKey?: string) => void;
+}
+
+export default function BriefingSectionCard({
+  section,
+  className,
+  emptyMessage,
+  onOpenDrawer,
+}: BriefingSectionCardProps) {
+  const groups = useMemo(() => groupBriefingItemsByProject(section.items), [section.items]);
+  const [expandedKeys, setExpandedKeys] = useState<Set<string>>(new Set());
+
+  useEffect(() => {
+    setExpandedKeys(new Set(groups.length ? [groups[0].key] : []));
+  }, [groups, section.key]);
+
+  const allExpanded = groups.length > 0 && groups.every((group) => expandedKeys.has(group.key));
+
+  const toggleGroup = (groupKey: string) => {
+    setExpandedKeys((current) => {
+      const next = new Set(current);
+      if (next.has(groupKey)) {
+        next.delete(groupKey);
+      } else {
+        next.add(groupKey);
+      }
+      return next;
+    });
+  };
+
+  const toggleAll = () => {
+    setExpandedKeys(allExpanded ? new Set() : new Set(groups.map((group) => group.key)));
+  };
+
+  return (
+    <Card className={cn("shadow-sm", className)}>
+      <CardContent className="flex min-h-[560px] max-h-[560px] flex-col p-6">
+        <div className="flex items-start justify-between gap-4">
+          <div className="min-w-0">
+            <h3 className="text-xl font-semibold text-slate-950 dark:text-slate-50">{section.title}</h3>
+            <p className="mt-2 text-sm leading-6 text-slate-600 dark:text-slate-300">{section.summary}</p>
+          </div>
+          <Button
+            variant="outline"
+            size="sm"
+            onClick={() => onOpenDrawer(section)}
+            disabled={!section.items.length}
+          >
+            查看全部
+          </Button>
+        </div>
+
+        <div className="mt-4 grid grid-cols-1 gap-3 sm:grid-cols-3">
+          {section.metrics.map((metric) => (
+            <div
+              key={`${section.key}-${metric.label}`}
+              className="rounded-xl border border-white/60 bg-white/70 p-3 dark:border-slate-800 dark:bg-slate-950/50"
+            >
+              <p className="text-sm text-slate-500">{metric.label}</p>
+              <p className="mt-2 text-2xl font-semibold text-slate-950 dark:text-slate-50">
+                {formatMetricValue(metric.value)}
+              </p>
+            </div>
+          ))}
+        </div>
+
+        <div className="mt-4 flex items-center justify-between gap-3">
+          <p className="text-sm text-slate-500">
+            共 {section.items.length} 条，按项目、信号源、成员分组展示。卡片固定高度，更多内容可滚动查看。
+          </p>
+          <Button variant="ghost" size="sm" onClick={toggleAll} disabled={!groups.length}>
+            {allExpanded ? "全部收起预览" : "全部展开预览"}
+          </Button>
+        </div>
+
+        <div className="mt-4 flex-1 overflow-y-auto pr-2">
+          {groups.length ? (
+            <div className="space-y-3">
+              {groups.map((group) => {
+                const expanded = expandedKeys.has(group.key);
+                return (
+                  <div
+                    key={group.key}
+                    className="rounded-2xl border border-white/70 bg-white/85 p-4 dark:border-slate-800 dark:bg-slate-950/50"
+                  >
+                    <div className="flex items-start justify-between gap-3">
+                      <button
+                        type="button"
+                        className="flex min-w-0 flex-1 items-center gap-3 text-left"
+                        onClick={() => toggleGroup(group.key)}
+                      >
+                        {expanded ? (
+                          <ChevronDown className="mt-0.5 h-4 w-4 shrink-0 text-slate-500" />
+                        ) : (
+                          <ChevronRight className="mt-0.5 h-4 w-4 shrink-0 text-slate-500" />
+                        )}
+                        <div className="min-w-0">
+                          <div className="flex flex-wrap items-center gap-2">
+                            <span className="font-medium text-slate-950 dark:text-slate-50">{group.title}</span>
+                            <span className="rounded-full bg-slate-100 px-2 py-0.5 text-xs text-slate-600 dark:bg-slate-800 dark:text-slate-300">
+                              {group.categoryLabel}
+                            </span>
+                            <Badge className={toneBadgeClass(group.tone)}>{toneLabel(group.tone)}</Badge>
+                            <span className="text-xs text-slate-500">{group.items.length} 条</span>
+                          </div>
+                          <p className="mt-1 text-sm text-slate-500 dark:text-slate-400">
+                            {group.previewText || group.items[0]?.detail || "展开后查看详细内容"}
+                          </p>
+                        </div>
+                      </button>
+                      <Button variant="ghost" size="sm" onClick={() => onOpenDrawer(section, group.key)}>
+                        <PanelRightOpen className="h-4 w-4" />
+                        查看详情
+                      </Button>
+                    </div>
+
+                    {expanded && (
+                      <div className="mt-4 space-y-2">
+                        {group.items.map((item, index) => (
+                          <button
+                            key={`${group.key}-${item.id}-${index}`}
+                            type="button"
+                            className="w-full rounded-xl border border-slate-200/70 bg-slate-50/90 px-3 py-3 text-left transition hover:border-slate-300 hover:bg-white dark:border-slate-800 dark:bg-slate-900/70 dark:hover:border-slate-700"
+                            onClick={() => onOpenDrawer(section, group.key)}
+                          >
+                            <div className="flex items-start justify-between gap-3">
+                              <div className="min-w-0">
+                                <div className="flex flex-wrap items-center gap-2">
+                                  <p className="font-medium text-slate-950 dark:text-slate-50">{item.title}</p>
+                                  <span className="rounded-full bg-slate-100 px-2 py-0.5 text-[11px] text-slate-500 dark:bg-slate-800 dark:text-slate-300">
+                                    {itemKindLabel(item.kind)}
+                                  </span>
+                                </div>
+                                <p className="mt-1 line-clamp-2 text-sm leading-6 text-slate-600 dark:text-slate-300">
+                                  {item.detail}
+                                </p>
+                              </div>
+                              <span className="shrink-0 text-xs text-slate-400">展开查看</span>
+                            </div>
+                          </button>
+                        ))}
+                      </div>
+                    )}
+                  </div>
+                );
+              })}
+            </div>
+          ) : (
+            <div className="rounded-xl border border-dashed border-slate-300 bg-white/70 px-4 py-6 text-center text-sm text-slate-500 dark:border-slate-700 dark:bg-slate-950/40 dark:text-slate-400">
+              {emptyMessage}
+            </div>
+          )}
+        </div>
+      </CardContent>
+    </Card>
+  );
+}

frontend/src/pages/ai-steward/components/FeatureOverviewCards.tsx

@@ -53,6 +53,7 @@ export default function FeatureOverviewCards({
           const Icon = meta.icon;
           const primaryMetric = section.metrics[0];
           const value = primaryMetric ? String(primaryMetric.value) : "-";
+          const metricLabel = primaryMetric?.label || "关注数";
           const targetTab = (section.drilldown_tab as AIStewardTab | undefined) || meta.fallbackTab;
           return (
             <Card
@@ -68,8 +69,14 @@ export default function FeatureOverviewCards({
                 <CardTitle className="text-lg">{section.title}</CardTitle>
               </CardHeader>
               <CardContent className="space-y-2">
+                <div className="flex items-end justify-between gap-3">
+                  <div>
+                    <p className="text-xs text-slate-500">{metricLabel}</p>
                     <p className="text-3xl font-semibold tracking-tight text-slate-950 dark:text-slate-50">{value}</p>
-                <p className="min-h-[40px] text-sm text-slate-600 dark:text-slate-300">{section.summary}</p>
+                  </div>
+                  <span className="text-xs text-slate-500">点击查看</span>
+                </div>
+                <p className="min-h-[40px] text-sm leading-6 text-slate-600 dark:text-slate-300">{section.summary}</p>
               </CardContent>
             </Card>
           );
@@ -119,16 +126,16 @@ export default function FeatureOverviewCards({
         </CardContent>
       </Card>
 
-      <Card className="border-green-200 dark:border-green-800 hover:shadow-lg transition-shadow cursor-pointer" onClick={() => onSelectTab("briefing")}>
+      <Card className="border-green-200 dark:border-green-800 hover:shadow-lg transition-shadow cursor-pointer" onClick={() => onSelectTab("overview")}>
         <CardHeader className="pb-3">
           <div className="flex items-center justify-between">
             <Bell className="w-8 h-8 text-green-500" />
-            <Badge variant="secondary">智能简报</Badge>
+            <Badge variant="secondary">统一入口</Badge>
           </div>
-          <CardTitle className="text-lg">进度同步</CardTitle>
+          <CardTitle className="text-lg">简报中心</CardTitle>
         </CardHeader>
         <CardContent>
-          <p className="text-sm text-slate-600 dark:text-slate-400">个性化每日简报，只显示相关变更，替代日报</p>
+          <p className="text-sm text-slate-600 dark:text-slate-400">晨报与日报已合并到一个入口，点击后直接看与你相关的变化</p>
         </CardContent>
       </Card>
     </div>

frontend/src/pages/ai-steward/sections/BriefingTab.tsx

@@ -1,257 +1,294 @@
-import {
+import { useState } from "react";
-  AlertCircle,
+import { Bell, Download, FileText, Loader2, RefreshCcw, Sparkles } from "lucide-react";
-  AlertTriangle,
-  Bell,
-  CheckSquare,
-  FileText,
-  ListTodo,
-  Loader2,
-  Sparkles,
-  TrendingUp,
-  Users,
-} from "lucide-react";
-import { toZhStatus } from "@/lib/display";
 import { Badge } from "@/components/ui/badge";
 import { Button } from "@/components/ui/button";
-import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Card, CardContent } from "@/components/ui/card";
 import { TabsContent } from "@/components/ui/tabs";
-import type { DailyBriefing } from "../types";
+import type {
+  AIStewardTab,
+  BriefingTarget,
+  DailyBriefingV2Payload,
+  ExecutiveBriefingSection,
+} from "../types";
+import BriefingDetailDrawer from "../components/BriefingDetailDrawer";
+import BriefingSectionCard from "../components/BriefingSectionCard";
 
 interface BriefingTabProps {
-  featureLoading: string | null;
+  tabValue?: string;
-  briefing: DailyBriefing | null;
+  briefing: DailyBriefingV2Payload | null;
   briefingError?: string | null;
+  briefingLoading: boolean;
+  briefingMode: "snapshot" | "live";
   username?: string;
-  onRefreshBriefing: () => void;
+  onLoadSnapshot: () => void;
+  onRefreshLive: () => void;
+  onExportReport: () => void;
+  onOpenTarget: (target?: BriefingTarget | null, fallbackTab?: AIStewardTab) => void;
 }
 
-export default function BriefingTab({ featureLoading, briefing, briefingError, username, onRefreshBriefing }: BriefingTabProps) {
+const SECTION_STYLE: Record<string, string> = {
-  const hasContent =
+  decisions: "border-amber-200 bg-amber-50/70 dark:border-amber-900 dark:bg-amber-950/30",
-    !!briefing &&
+  input_health: "border-sky-200 bg-sky-50/70 dark:border-sky-900 dark:bg-sky-950/30",
-    Boolean(
+  delivery_risk: "border-rose-200 bg-rose-50/70 dark:border-rose-900 dark:bg-rose-950/30",
-      (briefing.your_tasks && briefing.your_tasks.length > 0) ||
+  team_capacity: "border-emerald-200 bg-emerald-50/70 dark:border-emerald-900 dark:bg-emerald-950/30",
-        (briefing.action_items && briefing.action_items.length > 0) ||
+  ai_governance: "border-indigo-200 bg-indigo-50/70 dark:border-indigo-900 dark:bg-indigo-950/30",
-        (briefing.risks && briefing.risks.length > 0) ||
+  external_metrics: "border-slate-200 bg-slate-50/70 dark:border-slate-800 dark:bg-slate-950/30",
-        (briefing.conflicts && briefing.conflicts.length > 0) ||
+};
-        (briefing.signals && briefing.signals.length > 0) ||
+
-        (briefing.team_updates && briefing.team_updates.length > 0)
+function formatTimestamp(value?: string | null): string {
-    );
+  if (!value) return "-";
+  const date = new Date(value);
+  if (Number.isNaN(date.getTime())) return value;
+  return date.toLocaleString("zh-CN", {
+    month: "2-digit",
+    day: "2-digit",
+    hour: "2-digit",
+    minute: "2-digit",
+  });
+}
+
+function formatMetricValue(value: string | number): string {
+  return typeof value === "number" ? String(value) : value;
+}
+
+function toneBadgeClass(tone: string): string {
+  switch (tone) {
+    case "critical":
+      return "bg-rose-100 text-rose-700 dark:bg-rose-950 dark:text-rose-200";
+    case "warning":
+      return "bg-amber-100 text-amber-700 dark:bg-amber-950 dark:text-amber-200";
+    case "positive":
+      return "bg-emerald-100 text-emerald-700 dark:bg-emerald-950 dark:text-emerald-200";
+    case "info":
+      return "bg-sky-100 text-sky-700 dark:bg-sky-950 dark:text-sky-200";
+    default:
+      return "bg-slate-100 text-slate-700 dark:bg-slate-900 dark:text-slate-200";
+  }
+}
+
+export default function BriefingTab({
+  tabValue = "briefing",
+  briefing,
+  briefingError,
+  briefingLoading,
+  briefingMode,
+  username,
+  onLoadSnapshot,
+  onRefreshLive,
+  onExportReport,
+  onOpenTarget,
+}: BriefingTabProps) {
+  const [drawerSection, setDrawerSection] = useState<ExecutiveBriefingSection | null>(null);
+  const [drawerProjectKey, setDrawerProjectKey] = useState<string | null>(null);
+  const sections = briefing?.sections ?? [];
+  const totalItems = sections.reduce((count, section) => count + section.items.length, 0);
+  const hero = briefing?.hero;
+  const personalWorkload = briefing?.personal_workload;
+  const personalSummary = briefing?.personal_summary;
+  const openDrawer = (section: ExecutiveBriefingSection, projectKey?: string) => {
+    setDrawerSection(section);
+    setDrawerProjectKey(projectKey || null);
+  };
 
   return (
-    <TabsContent value="briefing" className="mt-6">
+    <TabsContent value={tabValue} className="mt-6">
       <div className="space-y-6">
-        <div className="flex items-center justify-between">
+        <Card className="overflow-hidden border-slate-200 bg-gradient-to-br from-white via-slate-50 to-stone-100 shadow-sm dark:border-slate-800 dark:from-slate-950 dark:via-slate-900 dark:to-stone-950">
-          <div>
+          <CardContent className="p-6">
-            <h3 className="text-xl font-semibold flex items-center gap-2">
+            <div className="flex flex-col gap-6 xl:flex-row xl:items-end xl:justify-between">
-              <Bell className="w-5 h-5 text-green-500" />
+              <div className="space-y-4">
-              每日进度简报
+                <div className="flex flex-wrap items-center gap-3">
-            </h3>
+                  <Badge className="bg-slate-900 text-white dark:bg-slate-100 dark:text-slate-900">
-            <p className="text-sm text-slate-600 dark:text-slate-400">{username} 的个性化简报 - 只显示相关内容</p>
+                    {briefingMode === "live" ? "实时版" : "晨报快照"}
-          </div>
+                  </Badge>
-          <Button onClick={onRefreshBriefing} disabled={featureLoading === "briefing"}>
+                  {briefing?.viewer_scope === "tenant_full" ? (
-            {featureLoading === "briefing" ? (
+                    <Badge className="bg-amber-100 text-amber-700 dark:bg-amber-950 dark:text-amber-200">全租户视角</Badge>
-              <>
-                <Loader2 className="w-4 h-4 mr-2 animate-spin" />
-                刷新中…
-              </>
                   ) : (
-              <>
+                    <Badge className="bg-sky-100 text-sky-700 dark:bg-sky-950 dark:text-sky-200">个人视角</Badge>
-                <TrendingUp className="w-4 h-4 mr-2" />
-                刷新简报
-              </>
                   )}
+                </div>
+
+                <div>
+                  <h3 className="flex items-center gap-3 text-3xl font-semibold tracking-tight text-slate-950 dark:text-slate-50">
+                    <Sparkles className="h-7 w-7 text-slate-900 dark:text-slate-100" />
+                    {briefing?.export_title || "每日简报"}
+                  </h3>
+                  <p className="mt-2 max-w-3xl text-sm leading-6 text-slate-600 dark:text-slate-300">
+                    {personalSummary?.headline ||
+                      `${username || "当前成员"} 的日报视图。与晨报中心共享同一套快照与实时口径，先看异常，再看需要你处理的内容。`}
+                  </p>
+                </div>
+
+                <div className="grid grid-cols-1 gap-3 sm:grid-cols-3">
+                  <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 dark:border-slate-800 dark:bg-slate-900/70">
+                    <p className="text-sm text-slate-500">需优先关注</p>
+                    <p className="mt-2 text-3xl font-semibold text-slate-950 dark:text-slate-50">{hero?.decision_count ?? 0}</p>
+                  </div>
+                  <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 dark:border-slate-800 dark:bg-slate-900/70">
+                    <p className="text-sm text-slate-500">相关更新</p>
+                    <p className="mt-2 text-3xl font-semibold text-slate-950 dark:text-slate-50">{totalItems}</p>
+                  </div>
+                  <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 dark:border-slate-800 dark:bg-slate-900/70">
+                    <p className="text-sm text-slate-500">查看日期</p>
+                    <p className="mt-2 text-3xl font-semibold text-slate-950 dark:text-slate-50">{briefing?.brief_date || "-"}</p>
+                  </div>
+                </div>
+              </div>
+
+              <div className="min-w-0 space-y-3 xl:w-[390px]">
+                <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 text-sm dark:border-slate-800 dark:bg-slate-900/70">
+                  <div className="flex items-center justify-between gap-3">
+                    <span className="text-slate-500">晨报快照</span>
+                    <span className="font-medium text-slate-900 dark:text-slate-100">{formatTimestamp(hero?.baseline_generated_at)}</span>
+                  </div>
+                  <div className="mt-2 flex items-center justify-between gap-3">
+                    <span className="text-slate-500">实时刷新</span>
+                    <span className="font-medium text-slate-900 dark:text-slate-100">{formatTimestamp(hero?.live_generated_at)}</span>
+                  </div>
+                </div>
+                {personalWorkload && (
+                  <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 dark:border-slate-800 dark:bg-slate-900/70">
+                    <div className="flex items-start justify-between gap-3">
+                      <div>
+                        <p className="text-sm text-slate-500">个人负载</p>
+                        <p className="mt-2 text-xl font-semibold text-slate-950 dark:text-slate-50">{personalWorkload.user_name}</p>
+                        <p className="mt-1 text-sm text-slate-600 dark:text-slate-300">
+                          已分配 {personalWorkload.assigned_hours} 小时 / 周上限 {personalWorkload.max_weekly_hours} 小时
+                        </p>
+                      </div>
+                      <Badge className={toneBadgeClass(personalWorkload.tone)}>{personalWorkload.workload_ratio}%</Badge>
+                    </div>
+                  </div>
+                )}
+                <div className="flex flex-wrap gap-3">
+                  <Button variant="outline" onClick={onLoadSnapshot} disabled={briefingLoading}>
+                    查看晨报快照
+                  </Button>
+                  <Button onClick={onRefreshLive} disabled={briefingLoading}>
+                    <RefreshCcw className="mr-2 h-4 w-4" />
+                    实时刷新
+                  </Button>
+                  <Button variant="outline" onClick={onExportReport} disabled={!briefing}>
+                    <Download className="mr-2 h-4 w-4" />
+                    导出报告
                   </Button>
                 </div>
+              </div>
+            </div>
 
-        {featureLoading === "briefing" ? (
+            {briefingLoading && (
-          <div className="flex justify-center py-8">
+              <div className="mt-4 flex items-center gap-2 text-sm text-slate-500 dark:text-slate-400">
-            <Loader2 className="w-8 h-8 animate-spin text-violet-500" />
+                <Loader2 className="h-4 w-4 animate-spin" />
+                正在更新日报内容...
               </div>
-        ) : briefingError ? (
+            )}
-          <Card className="border-rose-200 bg-rose-50/80">
+            {briefingError && (
-            <CardContent className="pt-6 text-center">
+              <p className="mt-4 rounded-xl border border-rose-200 bg-rose-50 px-4 py-3 text-sm text-rose-700 dark:border-rose-900 dark:bg-rose-950/40 dark:text-rose-200">
-              <Bell className="w-12 h-12 text-rose-400 mx-auto mb-3" />
+                {briefingError}
-              <h4 className="font-semibold text-rose-700">简报加载失败</h4>
-              <p className="mt-2 text-sm text-rose-600">{briefingError}</p>
-              <p className="mt-2 text-sm text-rose-500">你可以稍后重试，或者先去看问答记录 / 反馈中心。</p>
-            </CardContent>
-          </Card>
-        ) : !briefing ? (
-          <Card>
-            <CardContent className="pt-6 text-center">
-              <Bell className="w-12 h-12 text-slate-400 mx-auto mb-3" />
-              <h4 className="font-semibold text-slate-700 dark:text-slate-300">点击"刷新简报"加载今日内容</h4>
-              <p className="text-sm text-slate-600 dark:text-slate-400 mt-2">AI 会根据您的角色筛选相关信息</p>
-            </CardContent>
-          </Card>
-        ) : (
-          <div className="space-y-4">
-            <Card className="bg-gradient-to-r from-violet-50 to-purple-50 dark:from-violet-900/20 dark:to-purple-900/20 border-violet-200 dark:border-violet-800">
-              <CardContent className="pt-6">
-                <div className="flex items-start gap-3">
-                  <Sparkles className="w-6 h-6 text-violet-500 mt-0.5" />
-                  <div>
-                    <h4 className="font-semibold mb-2">AI 摘要</h4>
-                    <p className="text-sm text-slate-700 dark:text-slate-300">{briefing.summary}</p>
-                  </div>
-                </div>
-              </CardContent>
-            </Card>
-
-            {!hasContent && (
-              <Card className="border-dashed border-slate-200 bg-slate-50/80">
-                <CardContent className="pt-6 text-center">
-                  <Bell className="w-10 h-10 text-slate-400 mx-auto mb-3" />
-                  <h4 className="font-semibold text-slate-700 dark:text-slate-300">最近 24 小时没有新的相关更新</h4>
-                  <p className="mt-2 text-sm text-slate-600 dark:text-slate-400">
-                    这张简报只展示近期变化；如果项目这一天没有新增任务、风险、冲突或信号，页面就会显得很空。
               </p>
+            )}
+          </CardContent>
+        </Card>
+
+        {!briefingLoading && !briefingError && !briefing && (
+          <Card className="border-dashed border-slate-200 bg-slate-50/80 dark:border-slate-800 dark:bg-slate-950/40">
+            <CardContent className="py-12 text-center">
+              <Bell className="mx-auto mb-3 h-12 w-12 text-slate-400" />
+              <h4 className="text-lg font-semibold text-slate-700 dark:text-slate-200">点击“实时刷新”生成今天的日报</h4>
+              <p className="mt-2 text-sm text-slate-600 dark:text-slate-400">系统会按照你当前角色自动筛选应关注的项目、风险、负载和治理信息。</p>
             </CardContent>
           </Card>
         )}
 
-            <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+        {briefing && !briefingError && (
-              <Card>
+          <div className="grid grid-cols-1 gap-5 xl:grid-cols-[minmax(0,1.7fr)_360px]">
-                <CardHeader>
+            <div className="space-y-5">
-                  <CardTitle className="text-base flex items-center gap-2">
+              {sections.map((section) => (
-                    <ListTodo className="w-4 h-4 text-blue-500" />
+                <BriefingSectionCard
-                    你的任务 ({briefing.your_tasks?.length || 0})
+                  key={section.key}
-                  </CardTitle>
+                  section={section}
-                </CardHeader>
+                  className={SECTION_STYLE[section.key] || SECTION_STYLE.external_metrics}
-                <CardContent>
+                  emptyMessage="当前区块暂无新的日报事项。"
-                  {briefing.your_tasks && briefing.your_tasks.length > 0 ? (
+                  onOpenDrawer={openDrawer}
-                    <div className="space-y-2">
+                />
-                      {briefing.your_tasks.map((task) => (
-                        <div key={task.id} className="flex items-center justify-between p-2 bg-slate-50 dark:bg-slate-800 rounded">
-                          <span className="text-sm">{task.title}</span>
-                          <Badge variant="outline" className="text-xs">{toZhStatus(task.status)}</Badge>
-                        </div>
               ))}
             </div>
-                  ) : (
+
-                    <p className="text-sm text-slate-500">暂无任务</p>
+            <div className="space-y-5">
-                  )}
+              <Card className="border-slate-200 shadow-sm dark:border-slate-800">
+                <CardContent className="p-6">
+                  <div className="flex items-center gap-3">
+                    <FileText className="h-5 w-5 text-slate-700 dark:text-slate-300" />
+                    <div>
+                      <h4 className="font-semibold text-slate-950 dark:text-slate-50">日报摘要</h4>
+                      <p className="text-sm text-slate-600 dark:text-slate-400">导出会基于当前视角生成完整详细版，不只导出首页摘要。</p>
+                    </div>
+                  </div>
+                  <div className="mt-4 space-y-3 rounded-2xl bg-slate-50 p-4 dark:bg-slate-900/60">
+                    <div className="flex items-center justify-between gap-3">
+                      <span className="text-sm text-slate-500">模式</span>
+                      <span className="font-medium text-slate-900 dark:text-slate-100">
+                        {briefing.mode === "live" ? "实时版" : "晨报快照"}
+                      </span>
+                    </div>
+                    <div className="flex items-center justify-between gap-3">
+                      <span className="text-sm text-slate-500">需关注事项</span>
+                      <span className="font-medium text-slate-900 dark:text-slate-100">{hero?.decision_count ?? 0}</span>
+                    </div>
+                    <div className="flex items-center justify-between gap-3">
+                      <span className="text-sm text-slate-500">相关项目</span>
+                      <span className="font-medium text-slate-900 dark:text-slate-100">{personalSummary?.project_count ?? "-"}</span>
+                    </div>
+                    <div className="flex items-center justify-between gap-3">
+                      <span className="text-sm text-slate-500">动作项</span>
+                      <span className="font-medium text-slate-900 dark:text-slate-100">{personalSummary?.action_count ?? hero?.decision_count ?? 0}</span>
+                    </div>
+                  </div>
                 </CardContent>
               </Card>
 
-              <Card>
+              {(hero?.key_alerts?.length ?? 0) > 0 && (
-                <CardHeader>
+                <Card className="border-slate-200 shadow-sm dark:border-slate-800">
-                  <CardTitle className="text-base flex items-center gap-2">
+                  <CardContent className="p-6">
-                    <CheckSquare className="w-4 h-4 text-orange-500" />
+                    <h4 className="font-semibold text-slate-950 dark:text-slate-50">关键提醒</h4>
-                    行动项 ({briefing.action_items?.length || 0})
+                    <div className="mt-4 flex flex-wrap gap-2">
-                  </CardTitle>
+                      {(hero?.key_alerts ?? []).map((item) => (
-                </CardHeader>
+                        <Badge key={`${item.label}-${item.value}`} className={toneBadgeClass(item.tone)}>
-                <CardContent>
+                          {item.label} {formatMetricValue(item.value)}
-                  {briefing.action_items && briefing.action_items.length > 0 ? (
+                        </Badge>
-                    <div className="space-y-2">
-                      {briefing.action_items.map((item, index) => (
-                        <div key={index} className="flex items-center gap-2 p-2 bg-orange-50 dark:bg-orange-900/20 rounded">
-                          <div className="w-2 h-2 rounded-full bg-orange-500" />
-                          <span className="text-sm">{item.content}</span>
-                        </div>
-                      ))}
-                    </div>
-                  ) : (
-                    <p className="text-sm text-slate-500">暂无行动项</p>
-                  )}
-                </CardContent>
-              </Card>
-
-              <Card>
-                <CardHeader>
-                  <CardTitle className="text-base flex items-center gap-2">
-                    <AlertTriangle className="w-4 h-4 text-red-500" />
-                    风险 ({briefing.risks?.length || 0})
-                  </CardTitle>
-                </CardHeader>
-                <CardContent>
-                  {briefing.risks && briefing.risks.length > 0 ? (
-                    <div className="space-y-2">
-                      {briefing.risks.map((risk, index) => (
-                        <div key={index} className="flex items-center gap-2 p-2 bg-red-50 dark:bg-red-900/20 rounded">
-                          <AlertTriangle className="w-3 h-3 text-red-500" />
-                          <span className="text-sm">{risk.task}</span>
-                        </div>
-                      ))}
-                    </div>
-                  ) : (
-                    <p className="text-sm text-slate-500">暂无风险</p>
-                  )}
-                </CardContent>
-              </Card>
-
-              <Card>
-                <CardHeader>
-                  <CardTitle className="text-base flex items-center gap-2">
-                    <AlertCircle className="w-4 h-4 text-orange-500" />
-                    需要对齐 ({briefing.conflicts?.length || 0})
-                  </CardTitle>
-                </CardHeader>
-                <CardContent>
-                  {briefing.conflicts && briefing.conflicts.length > 0 ? (
-                    <div className="space-y-2">
-                      {briefing.conflicts.map((conflict) => (
-                        <div key={conflict.id} className="p-2 bg-orange-50 dark:bg-orange-900/20 rounded">
-                          <div className="flex items-center gap-1 mb-1">
-                            <Badge variant="outline" className="text-xs">{conflict.type}</Badge>
-                          </div>
-                          <p className="text-xs">{conflict.description.substring(0, 60)}...</p>
-                        </div>
-                      ))}
-                    </div>
-                  ) : (
-                    <p className="text-sm text-slate-500">暂无冲突</p>
-                  )}
-                </CardContent>
-              </Card>
-            </div>
-
-            {briefing.signals && briefing.signals.length > 0 && (
-              <Card>
-                <CardHeader>
-                  <CardTitle className="text-base flex items-center gap-2">
-                    <FileText className="w-4 h-4 text-purple-500" />
-                    高影响信号 ({briefing.signals.length})
-                  </CardTitle>
-                </CardHeader>
-                <CardContent>
-                  <div className="space-y-2">
-                    {briefing.signals.map((signal) => (
-                      <div key={signal.id} className="p-3 bg-purple-50 dark:bg-purple-900/20 rounded border border-purple-200 dark:border-purple-800">
-                        <div className="flex items-center justify-between mb-1">
-                          <Badge variant="outline" className="text-xs">{signal.source}</Badge>
-                          <span className="text-xs text-purple-600 dark:text-purple-400">影响分: {signal.impact_score.toFixed(1)}</span>
-                        </div>
-                        <p className="text-sm">{signal.content}</p>
-                      </div>
                       ))}
                     </div>
                   </CardContent>
                 </Card>
               )}
 
-            {briefing.team_updates && briefing.team_updates.length > 0 && (
+              {personalSummary && (
-              <Card>
+                <Card className="border-slate-200 shadow-sm dark:border-slate-800">
-                <CardHeader>
+                  <CardContent className="p-6">
-                  <CardTitle className="text-base flex items-center gap-2">
+                    <div className="flex items-center gap-3">
-                    <Users className="w-4 h-4 text-slate-500" />
+                      <Sparkles className="h-5 w-5 text-slate-700 dark:text-slate-300" />
-                    团队更新 ({briefing.team_updates.length})
+                      <h4 className="font-semibold text-slate-950 dark:text-slate-50">AI 提炼结论</h4>
-                  </CardTitle>
-                </CardHeader>
-                <CardContent>
-                  <div className="space-y-2">
-                    {briefing.team_updates.map((update, index) => (
-                      <div key={index} className="flex items-center justify-between p-2 bg-slate-50 dark:bg-slate-800 rounded">
-                        <span className="text-sm">{update.task}</span>
-                        <Badge variant="outline" className="text-xs">{toZhStatus(update.status)}</Badge>
-                      </div>
-                    ))}
                     </div>
+                    <p className="mt-4 text-sm leading-7 text-slate-600 dark:text-slate-300">{personalSummary.headline}</p>
                   </CardContent>
                 </Card>
               )}
             </div>
+          </div>
         )}
+
+        <BriefingDetailDrawer
+          open={Boolean(drawerSection)}
+          section={drawerSection}
+          focusedProjectKey={drawerProjectKey}
+          onOpenChange={(open) => {
+            if (!open) {
+              setDrawerSection(null);
+              setDrawerProjectKey(null);
+            }
+          }}
+          onOpenTarget={onOpenTarget}
+        />
       </div>
     </TabsContent>
   );

frontend/src/pages/ai-steward/sections/OverviewTab.tsx

@@ -1,15 +1,5 @@
-import {
+import { useState } from "react";
-  Activity,
+import { Download, RefreshCcw, Sparkles } from "lucide-react";
-  AlertTriangle,
-  Bell,
-  CheckCircle2,
-  Clock,
-  MessageSquare,
-  Radar,
-  RefreshCcw,
-  Shield,
-  Sparkles,
-} from "lucide-react";
 import { TabsContent } from "@/components/ui/tabs";
 import { Badge } from "@/components/ui/badge";
 import { Button } from "@/components/ui/button";
@@ -18,13 +8,23 @@ import { Input } from "@/components/ui/input";
 import { Switch } from "@/components/ui/switch";
 import type {
   AIStewardTab,
+  BriefingTarget,
+  DailyBriefingV2Payload,
   EngineMessage,
   ExecutiveBriefingConfig,
   ExecutiveBriefingPayload,
+  ExecutiveBriefingSection,
 } from "@/pages/ai-steward/types";
+import BriefingDetailDrawer from "../components/BriefingDetailDrawer";
+import BriefingSectionCard from "../components/BriefingSectionCard";
+import BriefingTab from "./BriefingTab";
 
 interface OverviewTabProps {
   canManageExecutiveBriefing: boolean;
+  dailyBriefing: DailyBriefingV2Payload | null;
+  dailyBriefingError: string | null;
+  dailyBriefingLoading: boolean;
+  username?: string;
   executiveBriefing: ExecutiveBriefingPayload | null;
   executiveBriefingError: string | null;
   executiveBriefingMode: "snapshot" | "live";
@@ -36,9 +36,10 @@ interface OverviewTabProps {
   executiveBriefingSaveMessage: EngineMessage | null;
   onLoadSnapshot: () => void;
   onRefreshLive: () => void;
+  onExportReport: () => void;
   onConfigChange: (patch: Partial<ExecutiveBriefingConfig>) => void;
   onSaveConfig: () => void;
-  onSelectTab: (tab: AIStewardTab) => void;
+  onOpenTarget: (target?: BriefingTarget | null, fallbackTab?: AIStewardTab) => void;
 }
 
 const SECTION_STYLE: Record<string, string> = {
@@ -81,129 +82,12 @@ function toneBadgeClass(tone: string): string {
   }
 }
 
-function LegacyOverview() {
-  return (
-    <TabsContent value="overview" className="mt-6">
-      <div className="space-y-6">
-        <div className="mb-8 text-center">
-          <h2 className="mb-2 text-2xl font-bold">AI 管家正在运行</h2>
-          <p className="text-slate-600 dark:text-slate-400">4 大主动服务守护你的项目，无需手动触发</p>
-        </div>
-
-        <div className="grid grid-cols-1 gap-6 lg:grid-cols-2">
-          <div className="rounded-lg border border-blue-200 bg-blue-50 p-6 dark:border-blue-800 dark:bg-blue-900/20">
-            <div className="mb-4 flex items-center gap-3">
-              <div className="flex h-12 w-12 items-center justify-center rounded-full bg-blue-500">
-                <Radar className="h-6 w-6 text-white" />
-              </div>
-              <div>
-                <h3 className="font-semibold">1. 主动抓取信号</h3>
-                <p className="text-sm text-slate-600 dark:text-slate-400">无需手动录入，AI 自动捕获所有需求来源</p>
-              </div>
-            </div>
-            <ul className="space-y-2 text-sm">
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                <MessageSquare className="h-4 w-4 text-blue-500" />
-                飞书群聊监控 - 配置完成，正在运行
-              </li>
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                <Activity className="h-4 w-4 text-purple-500" />
-                技术资讯定时抓取 - 可启用
-              </li>
-              <li className="flex items-center gap-2 opacity-50">
-                <Clock className="h-4 w-4" />
-                浏览器标签监控 - 需安装扩展
-              </li>
-            </ul>
-          </div>
-
-          <div className="rounded-lg border border-orange-200 bg-orange-50 p-6 dark:border-orange-800 dark:bg-orange-900/20">
-            <div className="mb-4 flex items-center gap-3">
-              <div className="flex h-12 w-12 items-center justify-center rounded-full bg-orange-500">
-                <AlertTriangle className="h-6 w-6 text-white" />
-              </div>
-              <div>
-                <h3 className="font-semibold">2. 主动消解认知差</h3>
-                <p className="text-sm text-slate-600 dark:text-slate-400">提前发现隐性分歧，避免返工</p>
-              </div>
-            </div>
-            <ul className="space-y-2 text-sm">
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                自动检测定义不一致（如"留存" vs "DAU"）
-              </li>
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                任务与宪章一致性检查
-              </li>
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                AI 生成对齐方案
-              </li>
-            </ul>
-          </div>
-
-          <div className="rounded-lg border border-red-200 bg-red-50 p-6 dark:border-red-800 dark:bg-red-900/20">
-            <div className="mb-4 flex items-center gap-3">
-              <div className="flex h-12 w-12 items-center justify-center rounded-full bg-red-500">
-                <Shield className="h-6 w-6 text-white" />
-              </div>
-              <div>
-                <h3 className="font-semibold">3. 主动解决阻塞</h3>
-                <p className="text-sm text-slate-600 dark:text-slate-400">代码注释扫描，自动推荐替代方案</p>
-              </div>
-            </div>
-            <ul className="space-y-2 text-sm">
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                识别阻塞模式（"等待X接口"、"达不到效果"）
-              </li>
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                AI 分析严重程度并生成解决方案
-              </li>
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                自动创建追踪任务
-              </li>
-            </ul>
-          </div>
-
-          <div className="rounded-lg border border-green-200 bg-green-50 p-6 dark:border-green-800 dark:bg-green-900/20">
-            <div className="mb-4 flex items-center gap-3">
-              <div className="flex h-12 w-12 items-center justify-center rounded-full bg-green-500">
-                <Bell className="h-6 w-6 text-white" />
-              </div>
-              <div>
-                <h3 className="font-semibold">4. 主动同步进度</h3>
-                <p className="text-sm text-slate-600 dark:text-slate-400">个性化简报，彻底取消日报周报</p>
-              </div>
-            </div>
-            <ul className="space-y-2 text-sm">
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                按角色智能过滤信息
-              </li>
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                只显示相关任务变更和风险
-              </li>
-              <li className="flex items-center gap-2">
-                <CheckCircle2 className="h-4 w-4 text-green-500" />
-                推送行动项和对齐提醒
-              </li>
-            </ul>
-          </div>
-        </div>
-      </div>
-    </TabsContent>
-  );
-}
-
 export default function OverviewTab({
   canManageExecutiveBriefing,
+  dailyBriefing,
+  dailyBriefingError,
+  dailyBriefingLoading,
+  username,
   executiveBriefing,
   executiveBriefingError,
   executiveBriefingMode,
@@ -215,16 +99,37 @@ export default function OverviewTab({
   executiveBriefingSaveMessage,
   onLoadSnapshot,
   onRefreshLive,
+  onExportReport,
   onConfigChange,
   onSaveConfig,
-  onSelectTab,
+  onOpenTarget,
 }: OverviewTabProps) {
+  const [drawerSection, setDrawerSection] = useState<ExecutiveBriefingSection | null>(null);
+  const [drawerProjectKey, setDrawerProjectKey] = useState<string | null>(null);
+
   if (!canManageExecutiveBriefing) {
-    return <LegacyOverview />;
+    return (
+      <BriefingTab
+        tabValue="overview"
+        briefing={dailyBriefing}
+        briefingError={dailyBriefingError}
+        briefingLoading={dailyBriefingLoading}
+        briefingMode={executiveBriefingMode}
+        username={username}
+        onLoadSnapshot={onLoadSnapshot}
+        onRefreshLive={onRefreshLive}
+        onExportReport={onExportReport}
+        onOpenTarget={onOpenTarget}
+      />
+    );
   }
 
   const sections = executiveBriefing?.sections ?? [];
   const hero = executiveBriefing?.hero;
+  const openDrawer = (section: ExecutiveBriefingSection, projectKey?: string) => {
+    setDrawerSection(section);
+    setDrawerProjectKey(projectKey || null);
+  };
 
   return (
     <TabsContent value="overview" className="mt-6">
@@ -235,7 +140,7 @@ export default function OverviewTab({
               <div className="space-y-4">
                 <div className="flex flex-wrap items-center gap-3">
                   <Badge className="bg-slate-900 text-white dark:bg-slate-100 dark:text-slate-900">
-                    {executiveBriefingMode === "live" ? "实时模式" : "晨报快照"}
+                    {executiveBriefingMode === "live" ? "实时版" : "晨报快照"}
                   </Badge>
                   {hero?.snapshot_state === "missing" && (
                     <Badge className="bg-amber-100 text-amber-700 dark:bg-amber-950 dark:text-amber-200">
@@ -246,27 +151,23 @@ export default function OverviewTab({
                 <div>
                   <h2 className="flex items-center gap-3 text-3xl font-semibold tracking-tight text-slate-950 dark:text-slate-50">
                     <Sparkles className="h-7 w-7 text-amber-600 dark:text-amber-300" />
-                    老板晨报中心
+                    简报中心
                   </h2>
                   <p className="mt-2 max-w-3xl text-sm leading-6 text-slate-600 dark:text-slate-300">
-                    用晨报快照做日常基线，用实时刷新做临时复盘。先看异常，再看输入、交付、团队和 AI 治理。
+                    先看异常，再按项目展开预览，右侧抽屉里看完整详情并决定下一步去项目、成员还是工作台。
                   </p>
                 </div>
                 <div className="grid grid-cols-1 gap-3 sm:grid-cols-3">
                   <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 dark:border-slate-800 dark:bg-slate-900/70">
-                    <p className="text-xs uppercase tracking-[0.18em] text-slate-500">需拍板</p>
+                    <p className="text-sm text-slate-500">需拍板事项</p>
-                    <p className="mt-2 text-3xl font-semibold text-slate-950 dark:text-slate-50">
+                    <p className="mt-2 text-3xl font-semibold text-slate-950 dark:text-slate-50">{hero?.decision_count ?? 0}</p>
-                      {hero?.decision_count ?? 0}
-                    </p>
                   </div>
                   <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 dark:border-slate-800 dark:bg-slate-900/70">
-                    <p className="text-xs uppercase tracking-[0.18em] text-slate-500">异常总数</p>
+                    <p className="text-sm text-slate-500">异常总数</p>
-                    <p className="mt-2 text-3xl font-semibold text-slate-950 dark:text-slate-50">
+                    <p className="mt-2 text-3xl font-semibold text-slate-950 dark:text-slate-50">{hero?.anomaly_count ?? 0}</p>
-                      {hero?.anomaly_count ?? 0}
-                    </p>
                   </div>
                   <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 dark:border-slate-800 dark:bg-slate-900/70">
-                    <p className="text-xs uppercase tracking-[0.18em] text-slate-500">查看日期</p>
+                    <p className="text-sm text-slate-500">查看日期</p>
                     <p className="mt-2 text-3xl font-semibold text-slate-950 dark:text-slate-50">
                       {executiveBriefing?.brief_date || "-"}
                     </p>
@@ -274,19 +175,15 @@ export default function OverviewTab({
                 </div>
               </div>
 
-              <div className="min-w-0 space-y-3 xl:w-[360px]">
+              <div className="min-w-0 space-y-3 xl:w-[380px]">
                 <div className="rounded-2xl border border-slate-200/80 bg-white/80 p-4 text-sm dark:border-slate-800 dark:bg-slate-900/70">
                   <div className="flex items-center justify-between gap-3">
                     <span className="text-slate-500">晨报快照</span>
-                    <span className="font-medium text-slate-900 dark:text-slate-100">
+                    <span className="font-medium text-slate-900 dark:text-slate-100">{formatTimestamp(hero?.baseline_generated_at)}</span>
-                      {formatTimestamp(hero?.baseline_generated_at)}
-                    </span>
                   </div>
                   <div className="mt-2 flex items-center justify-between gap-3">
                     <span className="text-slate-500">实时刷新</span>
-                    <span className="font-medium text-slate-900 dark:text-slate-100">
+                    <span className="font-medium text-slate-900 dark:text-slate-100">{formatTimestamp(hero?.live_generated_at)}</span>
-                      {formatTimestamp(hero?.live_generated_at)}
-                    </span>
                   </div>
                 </div>
                 <div className="flex flex-wrap gap-2">
@@ -310,9 +207,18 @@ export default function OverviewTab({
                     disabled={executiveBriefingLoading}
                     className="bg-slate-900 text-white hover:bg-slate-800 dark:bg-slate-100 dark:text-slate-900 dark:hover:bg-slate-200"
                   >
-                    <RefreshCcw className="h-4 w-4" />
+                    <RefreshCcw className="mr-2 h-4 w-4" />
                     实时刷新
                   </Button>
+                  <Button
+                    variant="outline"
+                    onClick={onExportReport}
+                    disabled={!executiveBriefing}
+                    className="border-slate-300 bg-white/80 dark:border-slate-700 dark:bg-slate-900/60"
+                  >
+                    <Download className="mr-2 h-4 w-4" />
+                    导出报告
+                  </Button>
                 </div>
               </div>
             </div>
@@ -329,48 +235,13 @@ export default function OverviewTab({
 
         <div className="grid grid-cols-1 gap-5 xl:grid-cols-2">
           {sections.map((section) => (
-            <Card key={section.key} className={`${SECTION_STYLE[section.key] || SECTION_STYLE.external_metrics} shadow-sm`}>
+            <BriefingSectionCard
-              <CardContent className="p-6">
+              key={section.key}
-                <div className="flex items-start justify-between gap-4">
+              section={section}
-                  <div>
+              className={SECTION_STYLE[section.key] || SECTION_STYLE.external_metrics}
-                    <h3 className="text-xl font-semibold text-slate-950 dark:text-slate-50">{section.title}</h3>
+              emptyMessage="当前区块暂无新的异常或风险提示。"
-                    <p className="mt-2 text-sm leading-6 text-slate-600 dark:text-slate-300">{section.summary}</p>
+              onOpenDrawer={openDrawer}
-                  </div>
+            />
-                  {section.drilldown_tab && section.drilldown_tab !== "overview" && (
-                    <Button variant="outline" size="sm" onClick={() => onSelectTab(section.drilldown_tab as AIStewardTab)}>
-                      查看明细
-                    </Button>
-                  )}
-                </div>
-                <div className="mt-4 grid grid-cols-1 gap-3 sm:grid-cols-3">
-                  {section.metrics.map((metric) => (
-                    <div key={`${section.key}-${metric.label}`} className="rounded-xl border border-white/60 bg-white/70 p-3 dark:border-slate-800 dark:bg-slate-950/50">
-                      <p className="text-xs uppercase tracking-[0.14em] text-slate-500">{metric.label}</p>
-                      <p className="mt-2 text-2xl font-semibold text-slate-950 dark:text-slate-50">
-                        {formatMetricValue(metric.value)}
-                      </p>
-                    </div>
-                  ))}
-                </div>
-                <div className="mt-4 space-y-3">
-                  {section.items.length ? (
-                    section.items.slice(0, 3).map((item, index) => (
-                      <div key={`${section.key}-${item.title}-${index}`} className="rounded-xl border border-white/70 bg-white/80 px-4 py-3 dark:border-slate-800 dark:bg-slate-950/50">
-                        <div className="flex flex-wrap items-center gap-2">
-                          <span className="font-medium text-slate-950 dark:text-slate-50">{item.title}</span>
-                          <Badge className={toneBadgeClass(item.tone)}>{item.tone}</Badge>
-                        </div>
-                        <p className="mt-1 text-sm text-slate-600 dark:text-slate-300">{item.detail}</p>
-                      </div>
-                    ))
-                  ) : (
-                    <div className="rounded-xl border border-dashed border-slate-300 bg-white/70 px-4 py-6 text-center text-sm text-slate-500 dark:border-slate-700 dark:bg-slate-950/40 dark:text-slate-400">
-                      当前区块暂无新增异常。
-                    </div>
-                  )}
-                </div>
-              </CardContent>
-            </Card>
           ))}
         </div>
 
@@ -380,7 +251,7 @@ export default function OverviewTab({
               <div className="max-w-xl">
                 <h3 className="text-xl font-semibold text-slate-950 dark:text-slate-50">晨报调度配置</h3>
                 <p className="mt-2 text-sm leading-6 text-slate-600 dark:text-slate-300">
-                  这份配置是租户级的。修改后，Web 快照、定时调度和管理群自动推送都会沿用同一套口径。
+                  这份配置是租户级的。修改后，Web 快照、定时调度和管理群自动推送都会沿用同一套晨报口径。
                 </p>
               </div>
               <div className="flex items-center gap-3">
@@ -467,6 +338,19 @@ export default function OverviewTab({
             </div>
           </CardContent>
         </Card>
+
+        <BriefingDetailDrawer
+          open={Boolean(drawerSection)}
+          section={drawerSection}
+          focusedProjectKey={drawerProjectKey}
+          onOpenChange={(open) => {
+            if (!open) {
+              setDrawerSection(null);
+              setDrawerProjectKey(null);
+            }
+          }}
+          onOpenTarget={onOpenTarget}
+        />
       </div>
     </TabsContent>
   );

frontend/src/pages/ai-steward/types.ts

@@ -1,8 +1,13 @@
 import type { LLMEngine, LLMEngineListResponse } from "@/api/aiSteward";
 export type {
+  BriefingMetaEntry,
+  BriefingTarget,
   Blocker,
   CognitiveConflict,
   DailyBriefing,
+  DailyBriefingV2Payload,
+  DailyBriefingV2PersonalSummary,
+  DailyBriefingV2PersonalWorkload,
   ExecutiveBriefingConfig,
   ExecutiveBriefingHero,
   ExecutiveBriefingItem,

frontend/src/pages/project-board/ProjectBoardPage.tsx

@@ -1,5 +1,5 @@
 import { useDeferredValue, useEffect, useMemo, useState } from "react";
-import { useParams, Link, useNavigate } from "react-router-dom";
+import { useParams, Link, useNavigate, useSearchParams } from "react-router-dom";
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { AlertTriangle, ArrowLeft, ChevronDown, ChevronRight, Plus } from "lucide-react";
 import { aiPmoApi } from "@/api/aiPmo";
@@ -28,10 +28,47 @@ import {
   toReadableWorkItemTitle,
 } from "./helpers";
 
+function normalizeBoardStage(value: string | null): StageKey {
+  switch (value) {
+    case "charter":
+    case "task":
+    case "execution":
+    case "release":
+    case "review":
+      return value;
+    default:
+      return "signal";
+  }
+}
+
+function buildSignalFiltersFromSearch(searchParams: URLSearchParams): SignalFilterState {
+  return {
+    status: searchParams.get("signal_status") || DEFAULT_SIGNAL_FILTERS.status,
+    keyword: searchParams.get("signal_keyword") || "",
+    source: searchParams.get("signal_source") || "",
+    priority: searchParams.get("signal_priority") || "",
+    created_from: searchParams.get("signal_created_from") || "",
+    created_to: searchParams.get("signal_created_to") || "",
+  };
+}
+
+function sameSignalFilters(left: SignalFilterState, right: SignalFilterState): boolean {
+  return (
+    left.status === right.status
+    && left.keyword === right.keyword
+    && left.source === right.source
+    && left.priority === right.priority
+    && left.created_from === right.created_from
+    && left.created_to === right.created_to
+  );
+}
+
 export default function ProjectBoardPage() {
   const SIGNAL_PAGE_SIZE = 10;
   const { id } = useParams<{ id: string }>();
   const navigate = useNavigate();
+  const [searchParams] = useSearchParams();
+  const boardSearchKey = searchParams.toString();
   const queryClient = useQueryClient();
   const { toast } = useToast();
   const [isMobileViewport, setIsMobileViewport] = useState(() =>
@@ -207,6 +244,14 @@ export default function ProjectBoardPage() {
     setSignalFilters(DEFAULT_SIGNAL_FILTERS);
   }, [id]);
 
+  useEffect(() => {
+    const nextStage = normalizeBoardStage(searchParams.get("stage"));
+    setActiveStage((current) => (current === nextStage ? current : nextStage));
+    const nextFilters = buildSignalFiltersFromSearch(searchParams);
+    setSignalFilters((current) => (sameSignalFilters(current, nextFilters) ? current : nextFilters));
+    setSignalPage(1);
+  }, [boardSearchKey, id]);
+
   const refreshAll = async () => {
     await Promise.all([
       queryClient.invalidateQueries({ queryKey: ["sstc-board-overview", id] }),