# Phase 2 Explicit Anchor And Route Governance Implementation Plan

> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.

**Goal:** 把网页问答入口真正绑定到当前页面业务对象，并补一页 manager-only 的 route/context 治理看板，让 PMFlow 能同时做到“前台少串对象、后台能看误路由样本”。

**Architecture:** Phase 2A 不改 AdaptiveRAG 的语义边界，只把现有 `project_id / source_chat_id` 从稳定网页入口显式送进 `/rag/ask`，并在全局浮窗展示“当前页面锚点”。Phase 2B 在不引入在线自动调参的前提下，围绕 `query_route_memories` 新增只读 summary/list/detail API 和一页治理 UI，优先解决“看不见 misroute / clarify-heavy / negative feedback 样本”的问题。

**Tech Stack:** FastAPI, Pydantic, SQLAlchemy 2.0, AdaptiveRAG, React 18, TypeScript, React Query, Vitest, pytest

---

## Scope And Guardrails

- v1 显式锚点优先做稳定强锚点：
  - 项目看板 / 宪章页路径里的 `project_id`
  - `Inbox` / `AI Steward` 页面 URL query 中已存在的 `project_id`
  - URL query 中已显式存在的 `source_chat_id`
- v1 不在网页里新增“猜测型 source_chat_id 推断器”；只有真实入口已携带时才透传，避免把锚点系统重新做成隐式猜测。
- v1 治理页只做只读审计与人工排查支持：
  - `route_mode_predicted != route_mode_effective`
  - `reply_contract.mode=clarify` 或 `effective_source_policy=uncertain`
  - `feedback_outcome.rating=negative`
  - detail drawer 中暴露 `probe_snapshot / query_profile / feedback_outcome`
- v1 不做在线阈值自调、不自动改路由、不引入新的 route memory 打分逻辑。

## Baseline File Map

### Phase 2A: Explicit Web Anchor

- Modify: `backend/tests/test_rag_route_contract.py`
  - 锁 `/rag/ask` 在 request 里显式传入 `project_id / source_chat_id` 时必须原样进入 ingress contract。
- Create: `frontend/src/components/ai-steward/qaPageAnchor.ts`
  - 统一从 `pathname + searchParams` 解析全局网页问答锚点，输出 `projectId / sourceChatId / anchorType / anchorLabel / origin`。
- Create: `frontend/src/components/ai-steward/qaPageAnchor.test.ts`
  - 锁不同页面路径和 query param 的锚点解析规则。
- Modify: `frontend/src/components/ai-steward/FloatingQAChat.tsx`
  - 接入页面锚点解析，把 `project_id / source_chat_id` 真正带进 `askRag()` 请求，并在状态条展示“当前页面锚点”。
- Modify: `frontend/src/components/ai-steward/QAConversationStatusBar.tsx`
  - 增加页面锚点文案和“当前页面已锁定项目/会话”的显式状态。
- Modify: `frontend/src/components/ai-steward/FloatingQAChat.test.tsx`
  - 锁全局浮窗在项目页 / inbox query 下会带锚点发问。
- Modify: `frontend/src/pages/project-board/ProjectBoardPage.tsx`
  - 项目页“打开 AI”入口改成带 `project_id` 跳转，确保页面级强锚点入口真正可达。

### Phase 2B: Route And Context Governance Page

- Create: `backend/app/schemas/query_route_governance.py`
  - 定义 summary/list/detail 的 response schema。
- Create: `backend/app/services/adaptive_rag_service/mixin_query_route_governance.py`
  - 新增 `summary / list / detail` 只读查询能力，封装 `query_route_memories` 的聚合、筛选和详情序列化。
- Modify: `backend/app/services/adaptive_rag_service/service.py`
  - 把治理 mixin 接入 `AdaptiveRAGService`。
- Create: `backend/app/api/rag_api/routes_route_governance.py`
  - 提供 manager-only 的 `/rag/query-route-governance/*` API。
- Modify: `backend/app/api/rag_api/__init__.py`
  - 挂载新路由。
- Create: `backend/tests/test_query_route_governance_api.py`
  - 锁 summary/list/detail 合同和权限边界。
- Create: `frontend/src/api/queryRouteGovernance.ts`
  - 前端 API 封装和类型定义。
- Create: `frontend/src/pages/query-route-governance/QueryRouteGovernancePage.tsx`
  - 治理页编排容器，沿用 manager-only 子页模式。
- Create: `frontend/src/pages/query-route-governance/components/QueryRouteGovernanceOverviewCards.tsx`
  - 顶部 KPI 卡。
- Create: `frontend/src/pages/query-route-governance/components/QueryRouteGovernanceTable.tsx`
  - 样本列表与筛选器。
- Create: `frontend/src/pages/query-route-governance/components/QueryRouteGovernanceDetailDialog.tsx`
  - detail drawer，展示 `reply_contract / probe_snapshot / query_profile / feedback_outcome`。
- Create: `frontend/src/pages/QueryRouteGovernancePage.tsx`
  - 页面 barrel export。
- Create: `frontend/src/pages/query-route-governance/QueryRouteGovernancePage.test.tsx`
  - 锁 manager-only UI、KPI、表格和 detail dialog。
- Modify: `frontend/src/router/index.tsx`
  - 挂载 `/ai-config/query-route-governance`，并放进 manager-only guard。
- Modify: `frontend/src/pages/ai-config/constants.ts`
  - 把治理页挂到 AI Config 治理工具入口。

### Docs And Inventory

- Modify: `CLAUDE.md`
- Modify: `docs/architecture/ARCHITECTURE_INVENTORY.md`
- Modify: `docs/architecture/CODE_REFERENCE_INDEX.md`
- Modify: `docs/architecture/RUNTIME_GUARDRAILS.md`

---

### Task 1: Lock Explicit Anchor Contract Before UI Changes

**Files:**
- Modify: `backend/tests/test_rag_route_contract.py`
- Create: `frontend/src/components/ai-steward/qaPageAnchor.test.ts`

- [ ] **Step 1: Add the failing backend contract test for explicit anchor forwarding**

Add a route-contract test that proves:

```python
request = RAGAskRequest(
    question="这个项目怎么样",
    project_id=17,
    source_chat_id="pmflow-project-17",
)
kwargs = rag_ask_contract.build_kernel_ingress_kwargs(
    request=request,
    current_user=SimpleNamespace(id=1, tenant_id=1),
)

assert kwargs["project_hint_id"] == 17
assert kwargs["channel_ref"] == "pmflow-project-17"
assert kwargs["ingress_options"]["rag_request_context"]["project_id"] == 17
assert kwargs["ingress_options"]["rag_request_context"]["source_chat_id"] == "pmflow-project-17"
```

- [ ] **Step 2: Add the failing front-end page anchor parser tests**

Cover at least these cases:

```ts
expect(resolveQAPageAnchor("/projects/17/board", "")).toMatchObject({
  projectId: 17,
  anchorType: "project",
});

expect(resolveQAPageAnchor("/inbox", "?project_id=19")).toMatchObject({
  projectId: 19,
  origin: "search_param",
});

expect(resolveQAPageAnchor("/ai-steward", "?tab=qa&project_id=23&source_chat_id=chat-23")).toMatchObject({
  projectId: 23,
  sourceChatId: "chat-23",
});
```

- [ ] **Step 3: Run the focused tests and confirm they fail**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger && PYTHONPATH=backend backend/venv/bin/python -m pytest backend/tests/test_rag_route_contract.py -k "project_id or source_chat_id" -v
cd /Users/yuuuu/Documents/AIProjectManger/frontend && npx vitest run src/components/ai-steward/qaPageAnchor.test.ts
```

Expected: FAIL because the parser file does not exist yet and the forwarding assertions are not locked.

### Task 2: Implement Stable Web Anchor Resolution In The Global Floating Chat

**Files:**
- Create: `frontend/src/components/ai-steward/qaPageAnchor.ts`
- Modify: `frontend/src/components/ai-steward/FloatingQAChat.tsx`
- Modify: `frontend/src/components/ai-steward/QAConversationStatusBar.tsx`
- Modify: `frontend/src/components/ai-steward/FloatingQAChat.test.tsx`
- Test: `frontend/src/components/ai-steward/qaPageAnchor.test.ts`
- Test: `frontend/src/components/ai-steward/FloatingQAChat.test.tsx`

- [ ] **Step 1: Implement the minimal page-anchor resolver**

Add a helper that only consumes stable web hints:

```ts
export interface QAPageAnchor {
  projectId: number | null;
  sourceChatId: string | null;
  anchorType: "project" | "project_filter" | "chat_scope" | "none";
  anchorLabel: string | null;
  origin: "pathname" | "search_param" | "none";
}
```

Parsing rules:

- `/projects/:id/board` and `/projects/:id/charter/:charterId` -> `projectId`
- query `project_id` -> `projectId`
- query `source_chat_id` -> `sourceChatId`
- no strong anchor -> `anchorType="none"`

- [ ] **Step 2: Wire `FloatingQAChat` to send explicit anchors**

When submitting a question:

```ts
const pageAnchor = resolveQAPageAnchor(location.pathname, location.search);
await aiStewardApi.askRag({
  ...body,
  project_id: pageAnchor.projectId ?? undefined,
  source_chat_id: pageAnchor.sourceChatId ?? undefined,
});
```

Also keep the current session-state logic intact; page anchor only supplements request scope and UI display.

- [ ] **Step 3: Extend the status bar with explicit page-anchor state**

Render a compact line such as:

```tsx
当前页面锚点：项目 #17
```

Only show it when `pageAnchor.anchorType !== "none"`.

- [ ] **Step 4: Update floating-chat tests to assert anchor forwarding**

Add a case that mounts `FloatingQAChat` under a project-board route and asserts:

```ts
expect(aiStewardApiMock.askRag).toHaveBeenCalledWith(
  expect.objectContaining({ project_id: 17 })
);
```

- [ ] **Step 5: Re-run the focused front-end tests**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger/frontend && npx vitest run src/components/ai-steward/qaPageAnchor.test.ts src/components/ai-steward/FloatingQAChat.test.tsx
```

Expected: PASS

### Task 3: Route Existing Project Entry Points Into Anchor-Bearing AI URLs

**Files:**
- Modify: `frontend/src/pages/project-board/ProjectBoardPage.tsx`
- Modify: `frontend/src/components/ai-steward/FloatingQAChat.test.tsx`

- [ ] **Step 1: Write the failing project-entry test**

Lock that project-board “打开 AI” jumps to an anchored URL:

```ts
expect(navigate).toHaveBeenCalledWith("/ai-steward?tab=qa&project_id=17");
```

- [ ] **Step 2: Run the focused test to confirm it fails**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger/frontend && npx vitest run src/components/ai-steward/FloatingQAChat.test.tsx
```

Expected: FAIL because project-board still routes to bare `/ai-steward`.

- [ ] **Step 3: Update project-board AI entrypoints**

Change the existing project-board entry from:

```ts
navigate("/ai-steward")
```

to:

```ts
navigate(`/ai-steward?tab=qa&project_id=${id}`)
```

- [ ] **Step 4: Re-run the affected test**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger/frontend && npx vitest run src/components/ai-steward/FloatingQAChat.test.tsx
```

Expected: PASS

### Task 4: Lock Route Governance API Contract

**Files:**
- Create: `backend/tests/test_query_route_governance_api.py`

- [ ] **Step 1: Write the failing summary/list/detail API tests**

Seed `query_route_memories` rows that cover:

- `route_mode_predicted != route_mode_effective`
- `feedback_outcome.rating == "negative"`
- `reply_contract.mode == "clarify"`

Assert summary returns:

```python
assert payload["data"]["kpis"]["sample_total"] == 3
assert payload["data"]["kpis"]["route_mismatch_total"] == 1
assert payload["data"]["kpis"]["negative_feedback_total"] == 1
assert payload["data"]["kpis"]["clarify_total"] == 1
```

Assert list returns rows with:

```python
assert item["route_mode_predicted"] == "internal"
assert item["route_mode_effective"] == "external"
assert item["feedback_rating"] == "negative"
assert item["is_clarify"] is True
```

Assert detail returns:

```python
assert detail["probe_snapshot"]["effective_source_policy"] == "external"
assert detail["query_profile"]["source_policy"] == "internal"
assert detail["reply_contract"]["mode"] == "clarify"
```

- [ ] **Step 2: Add the failing manager-only permission test**

Assert non-manager gets `403`, manager gets `200`.

- [ ] **Step 3: Run the backend test and confirm it fails**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger && PYTHONPATH=backend backend/venv/bin/python -m pytest backend/tests/test_query_route_governance_api.py -v
```

Expected: FAIL because the API and service methods do not exist yet.

### Task 5: Implement Read-Only Route Governance Backend

**Files:**
- Create: `backend/app/schemas/query_route_governance.py`
- Create: `backend/app/services/adaptive_rag_service/mixin_query_route_governance.py`
- Modify: `backend/app/services/adaptive_rag_service/service.py`
- Create: `backend/app/api/rag_api/routes_route_governance.py`
- Modify: `backend/app/api/rag_api/__init__.py`
- Test: `backend/tests/test_query_route_governance_api.py`

- [ ] **Step 1: Add the minimal governance schemas**

Define Pydantic models for:

- `QueryRouteGovernanceSummaryResponse`
- `QueryRouteGovernanceListItem`
- `QueryRouteGovernanceDetailResponse`

Keep the frontend-safe shape small; do not expose `question_embedding`.

- [ ] **Step 2: Implement summary/list/detail service methods**

Add read-only methods with project filter and status filters:

```python
async def get_query_route_governance_summary(...)
async def list_query_route_governance_items(...)
async def get_query_route_governance_detail(...)
```

Derived fields:

- `is_route_mismatch = route_mode_predicted != route_mode_effective`
- `feedback_rating = feedback_outcome["rating"]`
- `is_clarify = reply_contract["mode"] == "clarify"`

- [ ] **Step 3: Expose manager-only API routes**

Add:

- `GET /rag/query-route-governance/summary`
- `GET /rag/query-route-governance/items`
- `GET /rag/query-route-governance/items/{route_memory_id}`

Use `require_roles("ADMIN", "BOSS")`.

- [ ] **Step 4: Re-run the governance API test**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger && PYTHONPATH=backend backend/venv/bin/python -m pytest backend/tests/test_query_route_governance_api.py -v
```

Expected: PASS

### Task 6: Build The Manager-Only Route Governance Page

**Files:**
- Create: `frontend/src/api/queryRouteGovernance.ts`
- Create: `frontend/src/pages/query-route-governance/QueryRouteGovernancePage.tsx`
- Create: `frontend/src/pages/query-route-governance/components/QueryRouteGovernanceOverviewCards.tsx`
- Create: `frontend/src/pages/query-route-governance/components/QueryRouteGovernanceTable.tsx`
- Create: `frontend/src/pages/query-route-governance/components/QueryRouteGovernanceDetailDialog.tsx`
- Create: `frontend/src/pages/QueryRouteGovernancePage.tsx`
- Create: `frontend/src/pages/query-route-governance/QueryRouteGovernancePage.test.tsx`
- Modify: `frontend/src/router/index.tsx`
- Modify: `frontend/src/pages/ai-config/constants.ts`

- [ ] **Step 1: Write the failing page test**

Cover these cases:

```tsx
it("renders manager-only guard copy for non-manager users", ...)
it("renders KPI cards and table rows from governance summary/list data", ...)
it("opens detail dialog and shows probe snapshot / feedback outcome", ...)
```

- [ ] **Step 2: Run the front-end test to confirm it fails**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger/frontend && npx vitest run src/pages/query-route-governance/QueryRouteGovernancePage.test.tsx
```

Expected: FAIL because the page and API wrapper do not exist yet.

- [ ] **Step 3: Add the front-end API wrapper**

Expose:

```ts
getSummary(params?)
listItems(params?)
getDetail(routeMemoryId)
```

- [ ] **Step 4: Build the governance page using the semantic-facts board pattern**

Page layout:

- top header + feature guide
- KPI cards
- filterable table
- detail drawer

Suggested table columns:

- question text
- predicted/effective route
- decision origin
- feedback rating
- flags (`mismatch`, `clarify`, `negative`)
- created_at

- [ ] **Step 5: Add manager-only route and AI Config entry**

Router:

```tsx
{ path: "ai-config/query-route-governance", element: <ManagerOnlyGuard><QueryRouteGovernancePage /></ManagerOnlyGuard> }
```

Governance tools card:

```ts
{
  id: "query-route-governance",
  name: "Route 治理看板",
  to: "/ai-config/query-route-governance",
}
```

- [ ] **Step 6: Re-run the front-end page test**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger/frontend && npx vitest run src/pages/query-route-governance/QueryRouteGovernancePage.test.tsx
```

Expected: PASS

### Task 7: Docs Sync And Final Verification

**Files:**
- Modify: `CLAUDE.md`
- Modify: `docs/architecture/ARCHITECTURE_INVENTORY.md`
- Modify: `docs/architecture/CODE_REFERENCE_INDEX.md`
- Modify: `docs/architecture/RUNTIME_GUARDRAILS.md`

- [ ] **Step 1: Sync docs with new page, route, and anchor rules**

Document:

- explicit web-anchor baseline (`project_id/source_chat_id` from stable page contexts)
- manager-only route governance page and API
- “治理页只读、不自动改路由”的 guardrail

- [ ] **Step 2: Run the focused backend verification**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger && backend/venv/bin/python -m py_compile \
  backend/app/schemas/query_route_governance.py \
  backend/app/services/adaptive_rag_service/mixin_query_route_governance.py \
  backend/app/api/rag_api/routes_route_governance.py

cd /Users/yuuuu/Documents/AIProjectManger && PYTHONPATH=backend backend/venv/bin/python -m pytest \
  backend/tests/test_rag_route_contract.py -k "project_id or source_chat_id" -v

cd /Users/yuuuu/Documents/AIProjectManger && PYTHONPATH=backend backend/venv/bin/python -m pytest \
  backend/tests/test_query_route_governance_api.py -v
```

Expected: PASS

- [ ] **Step 3: Run the focused front-end verification**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger/frontend && npx vitest run \
  src/components/ai-steward/qaPageAnchor.test.ts \
  src/components/ai-steward/FloatingQAChat.test.tsx \
  src/pages/query-route-governance/QueryRouteGovernancePage.test.tsx

cd /Users/yuuuu/Documents/AIProjectManger/frontend && npx tsc --noEmit
cd /Users/yuuuu/Documents/AIProjectManger/frontend && npm run build
```

Expected: PASS

- [ ] **Step 4: Restart backend and confirm runtime recovery**

Run:

```bash
cd /Users/yuuuu/Documents/AIProjectManger && docker compose restart backend
cd /Users/yuuuu/Documents/AIProjectManger && curl -sS -o /dev/null -w '%{http_code}\n' http://127.0.0.1:8000/docs
cd /Users/yuuuu/Documents/AIProjectManger && docker compose ps backend
```

Expected:

- `/docs` returns `200`
- `pmflow-backend` returns to `healthy`

---

## Acceptance Checklist

- 页面级全局浮窗在项目页、Inbox `project_id` 过滤页、AI Steward `project_id` query 下都会把锚点显式带进 `/rag/ask`
- 项目页进入 AI 的入口不再裸跳 `/ai-steward`
- `QAConversationStatusBar` 能让用户看见当前页面锚点
- manager-only `Route 治理看板` 已可查看 summary/list/detail
- 治理页能直接筛出 `mismatch / clarify / negative feedback` 样本
- 文档、测试、build、backend restart 已完成