feat(chat): Ask / Plan / Craft conversation modes (#616)

CHANGELOG.md

@@ -19,12 +19,16 @@
 
 ### 新增
 
-- 知识库支持下载原文、按原排版预览，聊天内可直接预览引用
-- 技能可在技能包与专家工作区之间复制
-- 记忆树支持手动新建与修正；Token 统计支持日期筛选与 Excel 导出
-- 按用户限制存储根目录与 Token 配额；创建专家可带默认知识库与连接器
-- 聊天支持 @ 子专家、技能斜杠插入，以及 ask_agent 独立对话线程
-- 滴滴连接器；可选分段历史归档；便携运行时升级并支持 SQLite 备份
+- 知识库支持下载上传原文；PDF / DOCX / PPTX / XLSX 在预览弹窗中按原排版查看；文档区支持拖拽上传（#591）
+- 知识库 / 工作区 PDF 预览改用 PDF.js（react-pdf），替代浏览器内置 iframe 查看器
+- 技能包支持将选定技能一次性复制到专家工作区，工作区技能也可推送到当前用户有写权限的技能包（#618）。
+- 对话权限模式 Ask / Plan / Craft：turn 级 `conversation_mode`、`ConversationModeMiddleware`（工具过滤 + 系统提示 + denylist 硬拒；Ask 额外禁用 `write_todos`；Ask/Plan 拦截 `task` / `acp_runner` / `ask_agent`）、agent `default_conversation_mode` 与 `default_knowledge_base_ids`；Composer 模式菜单（默认 / 计划 / 问答）；IM `/mode`（及 `/ask` `/plan` `/craft`）线程粘性覆盖（#616）
+- 计划模式回合结束后展示「按计划执行 / 继续改计划」；确认后切到默认模式，计划 brief 经 `plan_brief` 由网关注入 system（不落对话气泡）（#616）
+- 记忆树支持手动新建主题/记忆，以及编辑已有记忆（replace/supersede，保留变更历史）。
+- Token 统计支持日期范围筛选（RangePicker 预设 + 自定义起止）并导出 Excel 用量明细（#154）
+- Token 用量 Excel 含专家名称、中英列表头，以及按天/专家/模型汇总 sheet 与图表
+- Token 用量 Excel 按报表规范打磨：冻结表头、千分位、合计公式行、筛选与仪表盘配色柱图
+- 知识库卡片「更多」菜单可一键添加到当前会话
 
 ### 修复
 

dashboard/src/context/AgentContext.tsx

@@ -37,6 +37,10 @@ export interface OctopAgent {
   description: string | null;
   persona_mbti: string | null;
   default_model: string | null;
+  /** Composer default: ask | plan | craft (#616). Missing → craft. */
+  default_conversation_mode?: "ask" | "plan" | "craft" | null;
+  /** Composer / turn default knowledge bases when the turn omits an explicit list. */
+  default_knowledge_base_ids?: string[] | null;
   system_prompt: string | null;
   template_name: string | null;
   state: "running" | "stopped" | "failed" | "starting" | "stopping" | string;

dashboard/src/locales/en.json

@@ -824,6 +824,11 @@
     "patchFailed": "Failed to save changes",
     "defaultModelLabel": "Default Model",
     "defaultModelPlaceholder": "Select a model",
+    "defaultConversationModeLabel": "Default conversation mode",
+    "defaultConversationModeHint": "Initial permission mode for new chats; change anytime in the composer.",
+    "defaultKnowledgeBasesLabel": "Default knowledge bases",
+    "defaultKnowledgeBasesHint": "Auto-attached when a new chat does not pick bases; still adjustable in the composer.",
+    "defaultKnowledgeBasesPlaceholder": "Select knowledge bases",
     "skillPackagesLabel": "Optional Skill Packages",
     "skillPackagesHint": "Mount packages at create time (local storage with root /).",
     "skillPackagesUnsupportedHint": "This sandbox cannot mount skill-package directories directly. You can still use Copy skills to create independent workspace copies.",
@@ -1128,6 +1133,17 @@
     "reasoningDisabled": "Off",
     "reasoningEffort": "Thinking effort",
     "reasoningAlways": "Always reasoning",
+    "conversationMode": "Mode",
+    "conversationModeAsk": "Ask",
+    "conversationModePlan": "Plan",
+    "conversationModeCraft": "Default",
+    "conversationModeStatusCraft": "Default mode — execute efficiently and finish the task.",
+    "conversationModeStatusPlan": "Plan mode — outline the approach first, then execute.",
+    "conversationModeStatusAsk": "Ask mode — answer and analyze without changing the environment.",
+    "planReadyTitle": "Ready to build?",
+    "planReadyHint": "Switch to Default mode and continue with this plan, or keep refining it.",
+    "planReadyExecute": "Execute plan",
+    "planReadyContinue": "Keep planning",
     "errorOccurred": "An error occurred",
     "imageLoadFailed": "Image failed to load",
     "mediaLoadFailed": "Unable to load media",

dashboard/src/locales/zh.json

@@ -824,6 +824,11 @@
     "agentDisable": "停用",
     "defaultModelLabel": "默认模型",
     "defaultModelPlaceholder": "选择一个模型",
+    "defaultConversationModeLabel": "默认对话模式",
+    "defaultConversationModeHint": "新对话的初始权限模式；可在聊天输入栏随时切换。",
+    "defaultKnowledgeBasesLabel": "默认知识库",
+    "defaultKnowledgeBasesHint": "新对话未手动选择知识库时自动附带；仍可在输入栏增减。",
+    "defaultKnowledgeBasesPlaceholder": "选择知识库",
     "skillPackagesLabel": "可选技能包",
     "skillPackagesHint": "创建时挂载选中的技能包（需本地存储，且根目录为 /）。",
     "skillPackagesUnsupportedHint": "当前沙箱无法直接挂载技能包目录，但仍可使用“复制技能”在工作区创建独立副本。",
@@ -1128,6 +1133,17 @@
     "reasoningDisabled": "关闭",
     "reasoningEffort": "思考强度",
     "reasoningAlways": "始终推理",
+    "conversationMode": "模式",
+    "conversationModeAsk": "问答",
+    "conversationModePlan": "计划",
+    "conversationModeCraft": "默认",
+    "conversationModeStatusCraft": "当前为默认模式，可高效执行并完成任务。",
+    "conversationModeStatusPlan": "当前为计划模式，先梳理方案与步骤，再动手执行。",
+    "conversationModeStatusAsk": "当前为问答模式，只回答与分析，不改动环境。",
+    "planReadyTitle": "按计划执行？",
+    "planReadyHint": "确认后将切换到默认模式并带着这份计划继续执行；也可继续改计划。",
+    "planReadyExecute": "按计划执行",
+    "planReadyContinue": "继续改计划",
     "errorOccurred": "出现错误",
     "imageLoadFailed": "图片加载失败",
     "mediaLoadFailed": "无法加载媒体",

dashboard/src/pages/Chat/chatInputCore.partial.less

@@ -28,6 +28,76 @@
   }
 }
 
+.planReadyCard {
+  max-width: var(--chat-column-max, 960px);
+  width: calc(100% - 48px);
+  margin: 0 auto 10px;
+  padding: 12px 14px;
+  border: 1px solid var(--fn-border-secondary, rgba(0, 0, 0, 0.08));
+  border-radius: 12px;
+  background: var(--fn-bg-elevated, #fff);
+
+  @media (max-width: 767px) {
+    width: calc(100% - 24px);
+  }
+}
+
+.planReadyTitle {
+  font-size: 14px;
+  font-weight: 600;
+  color: var(--fn-text-primary);
+  margin-bottom: 4px;
+}
+
+.planReadyHint {
+  margin: 0 0 10px;
+  font-size: 12px;
+  line-height: 1.45;
+  color: var(--fn-text-secondary);
+}
+
+.planReadyBrief {
+  margin: 0 0 12px;
+  padding: 8px 10px;
+  max-height: 160px;
+  overflow: auto;
+  border-radius: 8px;
+  border: 1px solid var(--fn-border-secondary, rgba(0, 0, 0, 0.06));
+  background: var(--fn-bg-layout, #f5f5f5);
+  font-size: 12px;
+  line-height: 1.45;
+  white-space: pre-wrap;
+  word-break: break-word;
+  color: var(--fn-text-secondary);
+  font-family: inherit;
+}
+
+.planReadyActions {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+}
+
+.planReadyPrimary,
+.planReadySecondary {
+  border-radius: 8px;
+  padding: 6px 12px;
+  font-size: 13px;
+  cursor: pointer;
+}
+
+.planReadyPrimary {
+  border: none;
+  background: var(--fn-brand, #1677ff);
+  color: #fff;
+}
+
+.planReadySecondary {
+  border: 1px solid var(--fn-border-secondary, rgba(0, 0, 0, 0.12));
+  background: transparent;
+  color: var(--fn-text-primary);
+}
+
 .askQuestionDockInner {
   width: 100%;
   max-width: var(--chat-column-max, 960px);

dashboard/src/pages/Chat/chatInputPickers.partial.less

@@ -169,6 +169,35 @@
   padding-left: 6px;
 }
 
+.conversationModeMenuPanel {
+  width: 260px;
+  min-width: 260px;
+  max-height: none;
+}
+
+.conversationModeStatus {
+  padding: 8px 10px 6px;
+  color: var(--fn-text-tertiary);
+  font-size: 12px;
+  line-height: 1.45;
+}
+
+.conversationModeChoiceLabel {
+  display: inline-flex;
+  align-items: center;
+  gap: 8px;
+  min-width: 0;
+
+  svg {
+    display: block;
+    flex-shrink: 0;
+  }
+
+  span {
+    line-height: 1;
+  }
+}
+
 .reasoningMenuHeader {
   display: flex;
   align-items: center;

dashboard/src/pages/Chat/components/ChatInput.tsx

@@ -19,6 +19,7 @@ import type { KnowledgeBase } from "../../../api/modules/knowledgeBases";
 import type { SkillSpec } from "../../Agent/Skills/useSkills";
 import type { ChatAgentOption } from "./ExpertAgentAvatar";
 import type { AgentSubagentSummary } from "../../../api/modules/subagents";
+import type { ConversationMode } from "../utils/conversationMode";
 import MentionPickerMenu from "./MentionPickerMenu";
 import ChatInputPreviewBar from "./ChatInputPreviewBar";
 import ChatInputActionsRow from "./ChatInputActionsRow";
@@ -86,6 +87,8 @@ interface ChatInputProps {
     mode: "auto" | "enabled" | "disabled",
     effort: string | null,
   ) => void;
+  conversationMode?: ConversationMode;
+  onConversationModeChange?: (mode: ConversationMode) => void;
   availableConnectors?: {
     mcp_server_name: string;
     label: string;
@@ -140,6 +143,8 @@ const ChatInput = forwardRef<ChatInputHandle, ChatInputProps>(
       reasoningMode = "auto",
       reasoningEffort = null,
       onReasoningChange,
+      conversationMode = "craft",
+      onConversationModeChange,
       availableConnectors,
       selectedConnectors = [],
       onConnectorsChange,
@@ -809,6 +814,8 @@ const ChatInput = forwardRef<ChatInputHandle, ChatInputProps>(
             reasoningMode={reasoningMode}
             reasoningEffort={reasoningEffort}
             onReasoningChange={onReasoningChange}
+            conversationMode={conversationMode}
+            onConversationModeChange={onConversationModeChange}
             defaultModel={defaultModel}
             availableConnectors={availableConnectors}
             selectedConnectors={selectedConnectors}

dashboard/src/pages/Chat/components/ChatInputActionsRow.test.tsx

@@ -1,4 +1,5 @@
-import { fireEvent, render, waitFor } from "@testing-library/react";
+import { fireEvent, render, waitFor, screen } from "@testing-library/react";
+import type { ReactElement } from "react";
 import { MemoryRouter } from "react-router-dom";
 import { describe, expect, it, vi } from "vitest";
 import type { ResolvedModel } from "../../../api/types";
@@ -19,32 +20,38 @@ const models: ResolvedModel[] = [
   },
 ];
 
+const baseProps = {
+  isMobile: false,
+  isStreaming: false,
+  canSend: false,
+  text: "",
+  polishing: false,
+  uploading: false,
+  recording: false,
+  transcribing: false,
+  slashPickerGroups: null as null,
+  slashMenuItems: [] as [],
+  onSlashShortcutSelect: vi.fn(),
+  onFileSelect: vi.fn(),
+  onNewChat: vi.fn(),
+  onPolish: vi.fn(),
+  onToggleVoice: vi.fn(),
+  onCancel: vi.fn(),
+  onSubmit: vi.fn(),
+};
+
+function renderRow(ui: ReactElement) {
+  return render(<MemoryRouter>{ui}</MemoryRouter>);
+}
+
 describe("ChatInputActionsRow compact pickers", () => {
   it("uses a popover instead of a full-width drawer on narrow desktop", async () => {
-    const { container } = render(
-      <MemoryRouter>
-        <ChatInputActionsRow
-          isMobile={false}
-          isStreaming={false}
-          canSend={false}
-          text=""
-          polishing={false}
-          uploading={false}
-          recording={false}
-          transcribing={false}
-          availableModels={models}
-          onModelChange={vi.fn()}
-          slashPickerGroups={null}
-          slashMenuItems={[]}
-          onSlashShortcutSelect={vi.fn()}
-          onFileSelect={vi.fn()}
-          onNewChat={vi.fn()}
-          onPolish={vi.fn()}
-          onToggleVoice={vi.fn()}
-          onCancel={vi.fn()}
-          onSubmit={vi.fn()}
-        />
-      </MemoryRouter>,
+    const { container } = renderRow(
+      <ChatInputActionsRow
+        {...baseProps}
+        availableModels={models}
+        onModelChange={vi.fn()}
+      />,
     );
 
     const modelButton = container
@@ -60,3 +67,32 @@ describe("ChatInputActionsRow compact pickers", () => {
     expect(document.querySelector(".ant-drawer-content")).toBeNull();
   });
 });
+
+describe("ChatInputActionsRow conversation mode (#616 M13)", () => {
+  it("shows status + Default/Plan/Ask labels and notifies on Ask select", async () => {
+    const onConversationModeChange = vi.fn();
+    renderRow(
+      <ChatInputActionsRow
+        {...baseProps}
+        conversationMode="craft"
+        onConversationModeChange={onConversationModeChange}
+      />,
+    );
+
+    fireEvent.click(screen.getByTestId("conversation-mode-trigger"));
+
+    await waitFor(() => {
+      expect(
+        screen.getAllByTestId("conversation-mode-menu").length,
+      ).toBeGreaterThan(0);
+    });
+    const menu = screen.getAllByTestId("conversation-mode-menu")[0]!;
+    expect(menu).toHaveTextContent("当前为默认模式");
+    expect(menu).toHaveTextContent("默认");
+    expect(menu).toHaveTextContent("计划");
+    expect(menu).toHaveTextContent("问答");
+
+    fireEvent.click(screen.getAllByTestId("conversation-mode-option-ask")[0]!);
+    expect(onConversationModeChange).toHaveBeenCalledWith("ask");
+  });
+});