fix(workspace): show retained strategy when linked research is empty

apps/presentation/dashboard/src/data/status.ts

@@ -626,6 +626,17 @@ export const runGoalSchema = z.object({
   raw_index_records: z.number().optional().default(0),
   unique_runs: z.number().optional().default(0),
   latest_runs: z.array(runRecordSchema).optional().default([]),
+  semantic_history: z.object({
+    agents: z.array(z.object({
+      latest_agent_vision_run: z.object({
+        generated_at: z.string(),
+        agent_vision: z.object({
+          vision_patch: z.object({vision_summary: z.string().nullish()}).nullish(),
+          path_delta: z.object({observed_reality: z.string().nullish()}).nullish().catch(null),
+        }),
+      }).nullish().catch(null),
+    })),
+  }).nullish().catch(null),
 });
 
 export const runHistorySchema = z.object({

apps/presentation/dashboard/src/features/personal-workspace/goal-research-history.css

@@ -88,6 +88,9 @@
 .research-history-read-error p, .research-history-empty p { margin: 4px 0 0; color: var(--pw-muted); font-size: var(--text-body); line-height: var(--leading-prose); }
 .research-history-read-error > button, .research-history-empty > button { display: inline-flex; align-items: center; justify-content: center; gap: 6px; flex-shrink: 0; min-height: 44px; padding: 8px 12px; border: 1px solid var(--pw-line); border-radius: 6px; background: var(--pw-bg); color: var(--pw-text); font: inherit; font-size: var(--text-body); cursor: pointer; }
 .research-history-read-error > button:hover, .research-history-empty > button:hover { background: var(--pw-hover); }
+.research-source-strategy { margin-block-start: 12px; padding-block-start: 12px; border-block-start: 1px solid var(--pw-line); overflow-wrap: anywhere; }
+.research-source-strategy time { margin-inline-start: 8px; color: var(--pw-muted); font-size: var(--text-caption); }
+.research-source-strategy strong + time + p { color: var(--pw-text); }
 .research-history-error { color: var(--pw-red); font-size: var(--text-body); overflow-wrap: anywhere; }
 .research-history button:focus-visible, .research-history-canvas:focus-visible, .research-history-detail:focus-visible { outline: 2px solid var(--pw-blue); outline-offset: -2px; }
 @media (max-width: 640px) {
@@ -98,6 +101,8 @@
   .research-history-detail { padding: 20px; }
   .research-history-read-error, .research-history-empty { flex-wrap: wrap; }
   .research-history-read-error > button, .research-history-empty > button { margin-inline-start: 0; margin-top: 8px; }
+  .research-history-source-empty { flex-direction: column; }
+  .research-history-source-empty > button { margin-top: 0; }
   .research-history-meta { flex-direction: column; align-items: flex-start; gap: 6px; }
   .research-display-language { width: 100%; justify-content: space-between; }
 }

apps/presentation/dashboard/src/features/personal-workspace/goal-research-history.tsx

@@ -10,6 +10,7 @@ import {GoalResearchTimeline} from "./goal-research-timeline";
 import {requestJson} from "../../data/chat";
 import {sourceReadApiUrl} from "../../data/local-status-query";
 import {ContextHelp} from "./context-help";
+import type {WorkspaceGoal} from "./personal-workspace-model";
 import {groupUnlinkedHistoryQuestions, layoutExploreHistory, parseExploreHistoryPage, projectExploreHistory, type ExploreHistoryEvent} from "../../../../../../loopx/control_plane/presentation/explore_history.js";
 import "./goal-research-history.css";
 import {ExploreMeasurements, formatExploreMeasurementValue} from "./explore-measurements";
@@ -52,7 +53,10 @@ const viewFromUrl = (goal: string) => {
 
 /** An effect-free history consumer. Its source is Explore, not raw sessions or
  * a judge. All recorded updates survive; unsupported analysis stays unavailable. */
-export function GoalResearchHistory({goalId, originalGoalId = goalId, preferHistory = false, active, zh, refreshRevision = 0, readSourceUrl}: {goalId: string; originalGoalId?: string; preferHistory?: boolean; active: boolean; zh: boolean; refreshRevision?: number; readSourceUrl?: string}) {
+export function GoalResearchHistory({goalId, originalGoalId = goalId, preferHistory = false, active, zh, refreshRevision = 0, readSourceUrl, sourceStrategy, onOpenSourceTasks}: {
+  goalId: string; originalGoalId?: string; preferHistory?: boolean; active: boolean; zh: boolean; refreshRevision?: number; readSourceUrl?: string;
+  sourceStrategy?: WorkspaceGoal["sourceStrategy"]; onOpenSourceTasks?: () => void;
+}) {
   const analysis = useResearchAnalysis(goalId, active, zh, readSourceUrl);
   const readCaseMode = () => {
     const query = new URLSearchParams(window.location.search);
@@ -463,7 +467,8 @@ export function GoalResearchHistory({goalId, originalGoalId = goalId, preferHist
     control?.querySelector<HTMLElement>("button:not(:disabled)")?.focus({preventScroll: true});
   };
   const readFailure = error || history.error;
-  const emptyHistory = !busy && !readFailure && read.total === 0;
+  const emptyHistory = !busy && !readFailure && read.complete && read.total === 0;
+  const emptySourceHistory = preferHistory && emptyHistory;
   const emptyWithAnalysis = emptyHistory && Boolean(analysis.pack?.result || analysis.pack?.native_outcomes);
   const emptyHistoryMessage = zh ? "这个 Goal 尚无研究历程" : "No research history for this Goal yet";
   const hasCases = (analysis.snapshot?.catalog.packs ?? []).some(p => p.case_study_summary);
@@ -490,35 +495,46 @@ export function GoalResearchHistory({goalId, originalGoalId = goalId, preferHist
     </ContextHelp></div>
       </div>
       <div className={`research-history-controls${readingSelection ? " is-reading" : ""}`}>
-        <button type="button" className="research-history-search" aria-label={zh ? "搜索研究记录" : "Search research records"} disabled={!value?.events.length} onClick={() => {
+        {!emptySourceHistory ? <button type="button" className="research-history-search" aria-label={zh ? "搜索研究记录" : "Search research records"} disabled={!value?.events.length} onClick={() => {
           setRecordsOpen(true);
           window.requestAnimationFrame(() => {
             records.current?.querySelector<HTMLInputElement>("input")?.focus({preventScroll: true});
             records.current?.scrollIntoView({block: "start"});
           });
-        }}><Search size={15} aria-hidden/></button>
-        {!readingSelection ? <div className="research-lens" role="group" aria-label={zh ? "视图" : "View"}>{(["timeline", "graph"] as const).map(item => <button key={item} type="button" aria-pressed={lens === item} onClick={() => chooseLens(item)}>{item === "timeline" ? (zh ? "时间线" : "Timeline") : (zh ? "关系图" : "Graph")}</button>)}</div> : null}
+        }}><Search size={15} aria-hidden/></button> : null}
+        {!readingSelection && !emptySourceHistory ? <div className="research-lens" role="group" aria-label={zh ? "视图" : "View"}>{(["timeline", "graph"] as const).map(item => <button key={item} type="button" aria-pressed={lens === item} onClick={() => chooseLens(item)}>{item === "timeline" ? (zh ? "时间线" : "Timeline") : (zh ? "关系图" : "Graph")}</button>)}</div> : null}
         <div className="research-analysis-scoped-action">{!progressiveOverview ? <ResearchAnalysisButton analysis={analysis}/> : null}
           {readingSelection && analysis.pack ? <span className="research-analysis-scope">{zh ? "分析范围" : "Analysis scope"} · {analysis.pack.title}</span> : null}
         </div>
         <button type="button" aria-label={copy.refresh} disabled={busy} onClick={refresh}><RefreshCw size={15} aria-hidden/></button>
       </div></header>
-    <div className="research-history-meta">
+    {!emptySourceHistory ? <div className="research-history-meta">
       <div className="research-history-coverage" role="status">{emptyWithAnalysis ? <>{emptyHistoryMessage} · {read.events.length} / {read.total}<ContextHelp icon={FlaskConical} label={zh ? "研究历程来源" : "Research history source"}>
         <p>{zh ? "已保存的分析、原生测量与 Explore 历程分别读取。这个 Goal 没有已记录的 Explore 历程；已保存的结果仍可在下方阅读。" : "Saved analysis, native measurements and Explore history are read separately. This Goal has no recorded Explore history; its saved results remain readable below."}</p>
       </ContextHelp></> : <>{copy.time}{value?.startAt ? <> · <time>{timeLabel(value.startAt)}</time> — <time>{timeLabel(value.endAt)}</time></> : null} · {busy ? `${copy.reading} ${loaded}${read.total ? ` / ${read.total}` : ""}`
         : read.total === null ? (zh ? "来源尚未读到" : "Source has not been read")
           : `${read.events.length} / ${read.total} ${read.total === 1 ? copy.record : copy.records}${read.complete ? "" : ` · ${copy.partial}`}`}</>}</div>
       {!readingSelection ? displayControl : null}
-    </div>
+    </div> : null}
     {readFailure ? <div className="research-history-read-error" role="alert">
       <AlertCircle size={18} aria-hidden/>
       <div><strong>{read.events.length ? (zh ? "刷新失败，当前记录已保留" : "Refresh failed; current records are preserved") : copy.failure}</strong>
         <ContextHelp label={zh ? "研究记录读取详情" : "History read details"}><p>{readFailure}</p></ContextHelp>
       </div>
       <button type="button" disabled={busy} onClick={refresh}><RefreshCw size={14} aria-hidden/>{zh ? "重试" : "Retry"}</button>
     </div> : null}
-    {emptyHistory && !emptyWithAnalysis ? <div className="research-history-empty">
+    {emptySourceHistory ? <div className="research-history-empty research-history-source-empty">
+      <div>
+        <p role="status">{zh ? "这份来源没有可读的 Explore 记录。" : "This source has no readable Explore records."}</p>
+        {sourceStrategy ? <div className="research-source-strategy">
+          <strong>{zh ? "最近一条策略记录" : "Last recorded strategy"}</strong>
+          <time dateTime={sourceStrategy.recordedAt}>{timeLabel(sourceStrategy.recordedAt)}</time>
+          <p>{sourceStrategy.summary}</p>
+          {sourceStrategy.observation && sourceStrategy.observation !== sourceStrategy.summary ? <p>{sourceStrategy.observation}</p> : null}
+        </div> : null}
+      </div>
+      {onOpenSourceTasks ? <button type="button" onClick={onOpenSourceTasks}>{zh ? "查看原实验任务" : "View original tasks"}</button> : null}
+    </div> : emptyHistory && !emptyWithAnalysis ? <div className="research-history-empty">
       <div role="status"><strong>{emptyHistoryMessage}</strong><ContextHelp icon={FlaskConical} label={zh ? "研究历程来源" : "Research history source"}><p>{zh ? "开启研究模式后，后续研究问题、尝试与证据会在这里形成可回读的历程。" : "Enable research mode to build a readable history of questions, attempts and evidence from later work."}</p></ContextHelp></div>
       <button type="button" onClick={focusResearchMode}>{zh ? "查看研究模式" : "Review research mode"}</button>
     </div> : null}

apps/presentation/dashboard/src/features/personal-workspace/goal-research-workbench.tsx

@@ -5,7 +5,7 @@ import {goalHierarchy} from "./goal-hierarchy";
 import type {WorkspaceGoal} from "./personal-workspace-model";
 import './research-case-study.css';
 
-type ResearchGoal = Pick<WorkspaceGoal, 'goalId' | 'parentGoalId' | 'title' | 'sourceAccess'>;
+type ResearchGoal = Pick<WorkspaceGoal, 'goalId' | 'parentGoalId' | 'title' | 'sourceAccess' | 'sourceStrategy'>;
 
 /** Parentage organizes explicit source views; it never combines evidence or execution scope. */
 export function ResearchGoalNavigation({goalId, goals, zh, onSelect}: {
@@ -27,13 +27,15 @@ export function ResearchGoalNavigation({goalId, goals, zh, onSelect}: {
 }
 
 /** One read surface for the selected original Goal; opening it never starts research. */
-export function GoalResearchWorkbench(props: {goalId: string; active: boolean; zh: boolean; refreshRevision: number; readSourceUrl?: string; goals?: ResearchGoal[]; onSelectGoal?: (goalId: string) => void}) {
-  const source = props.goals?.find(goal => goal.goalId === props.goalId)?.sourceAccess;
+export function GoalResearchWorkbench(props: {goalId: string; active: boolean; zh: boolean; refreshRevision: number; readSourceUrl?: string; goals?: ResearchGoal[]; onSelectGoal?: (goalId: string) => void; onOpenTasks?: () => void}) {
+  const selected = props.goals?.find(goal => goal.goalId === props.goalId);
+  const source = selected?.sourceAccess;
   const [evidenceOpen, setEvidenceOpen] = useState(false);
   return <div className="goal-research-workbench">
     {props.goals && props.onSelectGoal ? <ResearchGoalNavigation goalId={props.goalId} goals={props.goals} zh={props.zh} onSelect={props.onSelectGoal}/> : null}
     <GoalResearchHistory {...props} originalGoalId={source?.original_goal_id}
-      preferHistory={Boolean(source)}/>
+      preferHistory={Boolean(source)} sourceStrategy={selected?.sourceStrategy}
+      onOpenSourceTasks={source ? props.onOpenTasks : undefined}/>
     <details className="research-saved-evidence" open={evidenceOpen} onToggle={event => setEvidenceOpen(event.currentTarget.open)}>
       <summary>{props.zh ? "阅读已保存的结论" : "Read saved findings"}</summary>
       {evidenceOpen ? <GoalExploreResults originalGoalId={source?.original_goal_id} goalId={props.goalId} zh={props.zh} active={props.active} readSourceUrl={props.readSourceUrl}/> : null}

apps/presentation/dashboard/src/features/personal-workspace/personal-workspace-model.ts

@@ -166,6 +166,7 @@ export type WorkspaceGoalSubagentConfiguration = {
 
 export type WorkspaceGoal = {
   sourceAccess?: {namespace: string; label: string; readOnly: true; original_goal_id?: string};
+  sourceStrategy?: {recordedAt: string; summary: string; observation?: string};
   /** Registry organization in this status source; not Agent ownership or execution dependency. */
   parentGoalId?: string | null;
   /** Bounded, safe text from this Goal's declared source document. */

apps/presentation/dashboard/src/features/personal-workspace/personal-workspace-page.tsx

@@ -2972,7 +2972,7 @@ export function PersonalWorkspacePage({
                     historyRefreshRevision={historyRefreshRevision} proposals={proposals} onPreview={createPreview} />,
                   tasks: taskBoard(!settingsOpen && selectedGoalTab === "tasks"),
                   research: !readOnly || researchReadSourceUrl
-                    ? <GoalResearchWorkbench goalId={selectedGoal.goalId} goals={workspaceGoals} onSelectGoal={id => selectGoal(id, "research")} active={!settingsOpen && selectedGoalTab === "research"} zh={locale === "zh-CN"} refreshRevision={historyRefreshRevision} readSourceUrl={researchReadSourceUrl} />
+                    ? <GoalResearchWorkbench goalId={selectedGoal.goalId} goals={workspaceGoals} onSelectGoal={id => selectGoal(id, "research")} onOpenTasks={() => setSelectedGoalTab("tasks")} active={!settingsOpen && selectedGoalTab === "research"} zh={locale === "zh-CN"} refreshRevision={historyRefreshRevision} readSourceUrl={researchReadSourceUrl} />
                     : <ContextHelp label={locale === "zh-CN" ? "来源无研究读取入口" : "Research source unavailable"} icon={CircleHelp}><p role="status">{locale === "zh-CN" ? "此来源尚未提供研究记录的读取入口。" : "This source does not provide a research history endpoint."}</p></ContextHelp>,
                   files: goalResults(selectedGoalTab === "files" && !settingsOpen),
                   chat: agentWorkActive ? <GoalAgentWorkPage key={`${selectionScope}:${selectedWorkAgentId}`} goal={selectedGoal} agentId={selectedWorkAgentId!} readOnly={readOnly}

apps/presentation/dashboard/src/views/dashboard-page.tsx

@@ -1103,6 +1103,11 @@ function buildPersonalHomeModel(
       personalAgentSentence(payload, row, state, t),
     ].map((value) => projectionSentence(value, t))
       .find((value) => value !== "" && value !== "暂无") ?? t("projection.nextUpdatePending");
+    const sourceStrategies = goal.source_access ? goal.semantic_history?.agents.flatMap(({latest_agent_vision_run: run}) => {
+      const summary = run?.agent_vision.vision_patch?.vision_summary?.trim();
+      if (!run || !summary || !Number.isFinite(Date.parse(run.generated_at))) return [];
+      return [{recordedAt: run.generated_at, summary, observation: run.agent_vision.path_delta?.observed_reality?.trim()}];
+    }) : undefined;
     return [{
       activationState: goal.activation_state,
       objective: goal.goal_objective ?? null,
@@ -1140,6 +1145,7 @@ function buildPersonalHomeModel(
       goalId: goal.id,
       parentGoalId: goal.parent_goal_id,
       sourceAccess: goal.source_access ? {...goal.source_access, readOnly: true} : undefined,
+      sourceStrategy: sourceStrategies?.sort((left, right) => Date.parse(right.recordedAt) - Date.parse(left.recordedAt))[0],
       latestActivity: row.latestRun?.generated_at ?? "",
       needsYou,
       needsYouActionKind: needsYouTodo?.actionKind ?? null,

docs/development/frontend-delivery.md

@@ -135,6 +135,10 @@ identity on aliased views. A workspace id cannot replace a local Goal or another
 source; the same physical source cannot be linked twice. Removing an aliased
 link uses its workspace id and current physical namespace. Linked-source research
 opens native history by default; an authored case reading remains optional.
+When a complete linked history read has no Explore records, show that limit
+alongside any retained strategy and a route to the original Tasks. A failed
+read still offers recovery, and a linked reader never offers to enable research
+mode on the original Goal.
 
 Each linked Goal carries `source_access` in the workspace projection. Its
 original Goal id, tasks, explicit graph edges and native measurements remain