feat: refine audit project management experience

src/components/DynamicFormManager.jsx

 import { Button } from '@/catalyst-ui-kit/javascript/button';
+import { Badge } from '@/catalyst-ui-kit/javascript/badge';
 import { Checkbox } from '@/catalyst-ui-kit/javascript/checkbox';
 import {
   Dialog,
@@ -28,6 +29,7 @@ import {
   ArrowDownIcon,
   ArrowUpIcon,
   PencilSquareIcon,
+  TableCellsIcon,
   TrashIcon,
 } from '@heroicons/react/24/outline';
 import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
@@ -52,33 +54,27 @@ const FIELD_TYPES = [
 const FIELD_TYPE_LABELS = Object.fromEntries(FIELD_TYPES);
 
 function FormDialog({ open, onClose, onSaved, form }) {
-  const [values, setValues] = useState({ title: '', name: '', description: '' });
+  const [title, setTitle] = useState('');
   const [saving, setSaving] = useState(false);
   const [error, setError] = useState('');
 
   useEffect(() => {
     if (open) {
-      setValues({
-        title: form?.title || '',
-        name: form?.name || '',
-        description: form?.description || '',
-      });
+      setTitle(form?.title || '');
       setError('');
     }
   }, [open, form]);
 
   const save = async () => {
-    if (!values.title.trim() || !values.name.trim()) {
-      setError('表单标题和表单别名为必填项。');
+    if (!title.trim()) {
+      setError('表单标题为必填项。');
       return;
     }
     setSaving(true);
     setError('');
     try {
       const payload = {
-        title: values.title.trim(),
-        name: values.name.trim(),
-        description: values.description.trim(),
+        title: title.trim(),
       };
       if (form) {
         await updateDForm(form.name, payload);
@@ -97,20 +93,12 @@ function FormDialog({ open, onClose, onSaved, form }) {
   return (
     <Dialog open={Boolean(open)} onClose={saving ? () => {} : onClose} size="lg">
       <DialogTitle>{form ? '编辑表单' : '新建表单'}</DialogTitle>
-      <DialogDescription>维护表单名称、别名与说明。</DialogDescription>
+      <DialogDescription>维护表单名称，内部标识由系统自动生成。</DialogDescription>
       <DialogBody>
         <div className="space-y-5">
           <Field>
             <Label>表单标题 <span className="text-red-600">*</span></Label>
-            <Input value={values.title} onChange={(event) => setValues((current) => ({ ...current, title: event.target.value }))} />
-          </Field>
-          <Field>
-            <Label>表单别名 <span className="text-red-600">*</span></Label>
-            <Input disabled={Boolean(form)} value={values.name} onChange={(event) => setValues((current) => ({ ...current, name: event.target.value }))} />
-          </Field>
-          <Field>
-            <Label>表单描述</Label>
-            <Textarea rows={4} value={values.description} onChange={(event) => setValues((current) => ({ ...current, description: event.target.value }))} />
+            <Input value={title} onChange={(event) => setTitle(event.target.value)} />
           </Field>
           {error ? <div role="alert" className="rounded-md bg-red-50 px-4 py-3 text-sm text-red-700">{error}</div> : null}
         </div>
@@ -426,6 +414,8 @@ export default function DynamicFormManager() {
   const [error, setError] = useState('');
   const [success, setSuccess] = useState('');
   const [keyword, setKeyword] = useState('');
+  const [page, setPage] = useState(0);
+  const [pageSize, setPageSize] = useState(20);
   const [formDialogOpen, setFormDialogOpen] = useState(false);
   const [editingForm, setEditingForm] = useState(null);
   const [fieldsForm, setFieldsForm] = useState(null);
@@ -449,47 +439,87 @@ export default function DynamicFormManager() {
     reload();
   }, [reload]);
 
-  const records = useMemo(() => forms
-    .filter((form) => `${form.title} ${form.name} ${form.description || ''}`.toLowerCase().includes(keyword.trim().toLowerCase()))
+  const filteredRecords = useMemo(() => forms
+    .filter((form) => `${form.title}`.toLowerCase().includes(keyword.trim().toLowerCase()))
     .map((form) => ({
       id: form._id || form.name,
       name: form.name,
       title: form.title,
-      description: form.description || '-',
       fieldCount: form.fields?.length || 0,
       raw: form,
     })), [forms, keyword]);
 
+  const records = useMemo(
+    () => filteredRecords.slice(page * pageSize, (page + 1) * pageSize),
+    [filteredRecords, page, pageSize],
+  );
+
+  useEffect(() => {
+    const lastPage = Math.max(0, Math.ceil(filteredRecords.length / pageSize) - 1);
+    if (page > lastPage) {
+      setPage(lastPage);
+    }
+  }, [filteredRecords.length, page, pageSize]);
+
+  const handleKeywordChange = (value) => {
+    setKeyword(value);
+    setPage(0);
+  };
+
   return (
     <>
       <RecordWorkbench
-        summaryItems={[
-          { label: '表单总数', value: forms.length, hint: '动态表单配置', tone: 'default' },
-          { label: '筛选结果', value: records.length, hint: '当前搜索结果', tone: 'emerald' },
-          { label: '字段总数', value: forms.reduce((sum, form) => sum + (form.fields?.length || 0), 0), hint: '全部表单字段', tone: 'amber' },
-        ]}
         title="项目表单"
-        description="使用当前项目工作台维护动态表单和字段配置。"
+        description={`共 ${filteredRecords.length} 个表单，可维护表单信息和字段结构。`}
         records={records}
         columns={[
-          { field: 'title', label: '表单名称', width: 260, fieldDef: { type: 'text', label: '表单名称' } },
-          { field: 'name', label: '表单别名', width: 220, fieldDef: { type: 'text', label: '表单别名' } },
-          { field: 'description', label: '表单描述', width: 360, fieldDef: { type: 'text', label: '表单描述' } },
-          { field: 'fieldCount', label: '字段数量', width: 120, fieldDef: { type: 'number', label: '字段数量' } },
+          {
+            field: 'title',
+            label: '表单名称',
+            width: 420,
+            fieldDef: { type: 'text', label: '表单名称' },
+            render: (record) => (
+              <div className="truncate text-sm font-medium text-slate-900" title={record.title}>
+                {record.title || '未命名表单'}
+              </div>
+            ),
+          },
+          {
+            field: 'fieldCount',
+            label: '字段数量',
+            width: 140,
+            fieldDef: { type: 'number', label: '字段数量' },
+            render: (record) => (
+              <Badge color="zinc" title={`${record.fieldCount} 个字段`}>
+                {record.fieldCount}
+              </Badge>
+            ),
+          },
         ]}
         selectable={false}
         filters={{ keyword }}
-        filterSchema={[{ key: 'keyword', label: '搜索表单', type: 'text', placeholder: '表单名称、别名或说明' }]}
-        onFiltersChange={(_, value) => setKeyword(value)}
-        onClearFilters={() => setKeyword('')}
+        filterSchema={[{ key: 'keyword', label: '搜索表单', type: 'text', placeholder: '表单名称' }]}
+        onFiltersChange={(_, value) => handleKeywordChange(value)}
+        onClearFilters={() => handleKeywordChange('')}
         toolbarActions={[
           { key: 'create-form', label: '新建表单', variant: 'solid', tone: 'primary', onClick: () => { setEditingForm(null); setFormDialogOpen(true); } },
         ]}
         rowActions={[
-          { key: 'fields', label: '字段管理', onClick: ({ record }) => setFieldsForm(record.raw) },
+          { key: 'fields', label: '字段管理', icon: TableCellsIcon, onClick: ({ record }) => setFieldsForm(record.raw) },
           { key: 'edit', label: '编辑表单', icon: PencilSquareIcon, onClick: ({ record }) => { setEditingForm(record.raw); setFormDialogOpen(true); } },
           { key: 'delete', label: '删除表单', icon: TrashIcon, tone: 'danger', onClick: ({ record }) => setDeleteForm(record.raw) },
         ]}
+        pagination={{
+          page,
+          pageSize,
+          totalRecords: filteredRecords.length,
+          pageSizeOptions: [10, 20, 50, 100],
+          onPageChange: setPage,
+          onPageSizeChange: (nextPageSize) => {
+            setPageSize(nextPageSize);
+            setPage(0);
+          },
+        }}
         states={{ loading, error, success, emptyTitle: '暂无项目表单', emptyDescription: '使用“新建表单”开始配置。' }}
       />
 

src/components/SubjectRecordWorkbench.jsx

@@ -48,12 +48,14 @@ export default function SubjectRecordWorkbench({
   description,
   readonly = false,
   allowCreate = true,
+  allowEdit = true,
   allowClone = true,
   allowDelete = true,
   query,
   buildSummaryItems,
   toolbarActions = [],
   rowActions = [],
+  hiddenColumnFields = [],
   detailDrawerProps = {},
   emptyDescription,
 }) {
@@ -120,6 +122,10 @@ export default function SubjectRecordWorkbench({
     [records, filters, activeView, subject],
   );
   const filteredRecords = configuredView.filteredRecords || [];
+  const visibleColumns = useMemo(() => {
+    const hiddenFields = new Set(hiddenColumnFields);
+    return (configuredView.columns || []).filter((column) => !hiddenFields.has(column.field));
+  }, [configuredView.columns, hiddenColumnFields]);
   const totalPages = Math.max(1, Math.ceil(filteredRecords.length / pageSize));
   const safePage = Math.min(page, totalPages - 1);
   const pageRecords = filteredRecords.slice(safePage * pageSize, (safePage + 1) * pageSize);
@@ -254,7 +260,7 @@ export default function SubjectRecordWorkbench({
       variant: 'plain',
       onClick: ({ record, openDetail }) => openDetail(record),
     },
-    ...(!readonly
+    ...(allowEdit && !readonly
       ? [{
           key: 'edit',
           label: '编辑',
@@ -313,7 +319,8 @@ export default function SubjectRecordWorkbench({
         }}
         title={title}
         description={description}
-        columns={configuredView.columns || []}
+        columns={visibleColumns}
+        columnGroups={activeView?.settings?.groups || []}
         records={pageRecords}
         selectedIds={selectedIds}
         onSelectionChange={setSelectedIds}

src/components/record-workbench/index.jsx

 import { Button } from '@/catalyst-ui-kit/javascript/button';
+import { Badge } from '@/catalyst-ui-kit/javascript/badge';
 import { Checkbox } from '@/catalyst-ui-kit/javascript/checkbox';
 import { Input } from '@/catalyst-ui-kit/javascript/input';
 import { Select } from '@/catalyst-ui-kit/javascript/select';
@@ -10,9 +11,10 @@ import {
   TableHeader,
   TableRow,
 } from '@/catalyst-ui-kit/javascript/table';
-import { formatFieldValue, getFieldValue } from '@/utils/subjectView';
+import { formatFieldValue, getFieldValue, getFormValueSummaries } from '@/utils/subjectView';
 import {
   ChevronRightIcon,
+  ClipboardDocumentListIcon,
   DocumentDuplicateIcon,
   EyeIcon,
   TrashIcon,
@@ -268,8 +270,48 @@ function defaultGetRecordLabel(record) {
 }
 
 function defaultRenderCell(record, column) {
-  const sourceRecord = record?.raw || record;
-  const value = getFieldValue(sourceRecord, column.field);
+  const mappedValue = getFieldValue(record, column.field);
+  const value = mappedValue === undefined
+    ? getFieldValue(record?.raw, column.field)
+    : mappedValue;
+  const fieldType = column.fieldDef?.type;
+
+  if (fieldType === 'long_text' || fieldType === 'rich_text') {
+    const text = formatFieldValue(value, column.fieldDef);
+    return text ? (
+      <div
+        className="line-clamp-3 whitespace-pre-wrap break-words text-sm leading-5 text-slate-700"
+        title={text}
+      >
+        {text}
+      </div>
+    ) : <span className="text-sm text-zinc-400">-</span>;
+  }
+
+  if (fieldType === 'form') {
+    const summaries = getFormValueSummaries(value, column.fieldDef?.label || '表单');
+    if (summaries.length === 0) {
+      return <span className="text-sm text-zinc-400">-</span>;
+    }
+
+    return (
+      <div className="flex max-w-full flex-wrap gap-1.5">
+        {summaries.map((summary) => (
+          <Badge
+            key={summary.key}
+            color="blue"
+            className="max-w-full py-1"
+            title={`${summary.label}，${summary.rowCount} 行数据`}
+          >
+            <ClipboardDocumentListIcon className="size-3.5 shrink-0" aria-hidden="true" />
+            <span className="truncate">{summary.label}</span>
+            <span className="shrink-0 text-blue-600/70">（{summary.rowCount}）</span>
+          </Badge>
+        ))}
+      </div>
+    );
+  }
+
   return (
     <div className="whitespace-normal break-words text-sm text-slate-700">
       {formatFieldValue(value, column.fieldDef) || '-'}

src/global.less

 :root {
-  --pm-brand: #2563eb;
-  --pm-brand-strong: #1d4ed8;
+  --pm-brand: #b42318;
+  --pm-brand-strong: #8f1d14;
   --pm-accent: #059669;
   --pm-surface: #ffffff;
   --pm-bg: #f8fafc;
@@ -17,6 +17,16 @@ body,
 }
 
 body {
+  --color-blue-50: #fef2f2;
+  --color-blue-100: #fee2e2;
+  --color-blue-200: #fecaca;
+  --color-blue-300: #fca5a5;
+  --color-blue-400: #f87171;
+  --color-blue-500: #dc2626;
+  --color-blue-600: #b42318;
+  --color-blue-700: #991b1b;
+  --color-blue-800: #7f1d1d;
+  --color-blue-900: #450a0a;
   margin: 0;
   background: var(--pm-bg);
   color: var(--pm-text);

src/pages/project_manager_xy/AuditProjectListPage.jsx

 import SubjectRecordWorkbench from '@/components/SubjectRecordWorkbench';
-import {
-  ArrowDownTrayIcon,
-  ArchiveBoxArrowDownIcon,
-} from '@heroicons/react/24/outline';
+import { ArrowDownTrayIcon } from '@heroicons/react/24/outline';
 import {
   archiveAuditProjects,
   AUDIT_PROJECT_SUBJECT,
@@ -15,6 +12,8 @@ import {
   transitionAuditProject,
 } from './AuditProjectService';
 
+const HIDDEN_LIST_COLUMNS = ['title'];
+
 function hasStatus(record, statuses) {
   return statuses.includes(record?.metadata?.project_status);
 }
@@ -89,25 +88,11 @@ export default function AuditProjectListPage() {
     <SubjectRecordWorkbench
       subjectName={AUDIT_PROJECT_SUBJECT}
       title="审计项目"
-      description="按线上视图配置展示审计项目，支持详情维护、状态流转、导出和一键归档。"
-      buildSummaryItems={({ records, filteredRecords, selectedIds }) => {
-        const completed = records.filter((record) =>
-          ['整改', '归档'].includes(record.raw?.metadata?.project_status),
-        ).length;
-        return [
-          { label: '项目总数', value: records.length, hint: '全部审计项目', tone: 'default' },
-          { label: '已完成', value: completed, hint: '整改或归档项目', tone: 'emerald' },
-          { label: '未完成', value: records.length - completed, hint: '尚未进入整改或归档', tone: 'amber' },
-          {
-            label: '完成率',
-            value: records.length ? `${Math.round((completed / records.length) * 100)}%` : '0%',
-            hint: '已完成项目占比',
-            tone: 'rose',
-          },
-          { label: '筛选结果', value: filteredRecords.length, hint: '当前视图和筛选', tone: 'default' },
-          { label: '当前已选', value: selectedIds.length, hint: '可执行批量操作', tone: 'default' },
-        ];
-      }}
+      description="按线上视图配置展示审计项目，支持详情维护、状态流转、导出和批量归档。"
+      allowEdit={false}
+      allowClone={false}
+      hiddenColumnFields={HIDDEN_LIST_COLUMNS}
+      buildSummaryItems={() => []}
       toolbarActions={[
         {
           key: 'archive-selected',
@@ -126,24 +111,6 @@ export default function AuditProjectListPage() {
           },
         },
       ]}
-      rowActions={[
-        {
-          key: 'archive',
-          label: '一键归档',
-          icon: ArchiveBoxArrowDownIcon,
-          variant: 'plain',
-          onClick: async ({ record, reload, setSuccess, setError }) => {
-            setError('');
-            try {
-              await archiveAuditProjects([record]);
-              setSuccess('项目快照归档成功。');
-              await reload({ keepFeedback: true });
-            } catch (error) {
-              setError(error?.message || '归档失败，请稍后重试。');
-            }
-          },
-        },
-      ]}
       detailDrawerProps={{
         width: 'min(1180px, 96vw)',
         isViewDisabled: isFutureAuditProjectView,

src/pages/project_manager_xy/Layout.jsx

 import { Avatar } from '@/catalyst-ui-kit/javascript/avatar';
 import { Button } from '@/catalyst-ui-kit/javascript/button';
 import { Navbar, NavbarSection } from '@/catalyst-ui-kit/javascript/navbar';
+import * as Headless from '@headlessui/react';
 import {
   Sidebar,
   SidebarBody,
   SidebarFooter,
   SidebarHeader,
-  SidebarHeading,
   SidebarItem,
   SidebarLabel,
   SidebarSection,
@@ -17,9 +17,9 @@ import xyLogoSmall from '@/assets/xy-logo_small.png';
 import { UserContext } from '@/wrapper/Auth';
 import { SiteContext } from '@/wrapper/Site';
 import {
-  ArchiveBoxIcon,
   ArrowRightStartOnRectangleIcon,
   ChartBarSquareIcon,
+  ChevronDownIcon,
   ClipboardDocumentListIcon,
   DocumentDuplicateIcon,
   Squares2X2Icon,
@@ -27,39 +27,76 @@ import {
 import { useContext } from 'react';
 import { Outlet, useLocation } from 'umi';
 
-const MENU_GROUPS = [
-  {
-    title: '审计项目管理',
-    items: [
-      {
+const DASHBOARD_ITEM = {
   label: '驾驶舱',
   path: '/audit_project_table/dashboard',
   icon: ChartBarSquareIcon,
-      },
+};
+
+const MENU_GROUPS = [
+  {
+    title: '开展审计工作',
+    icon: ClipboardDocumentListIcon,
+    items: [
       {
         label: '审计项目管理',
         path: '/audit_project',
-        icon: ClipboardDocumentListIcon,
       },
       {
         label: '往期项目归档',
         path: '/audit_project_archive',
-        icon: ArchiveBoxIcon,
       },
     ],
   },
   {
     title: '表单配置及维护',
+    icon: DocumentDuplicateIcon,
     items: [
       {
         label: '项目表单',
         path: '/project_form',
-        icon: DocumentDuplicateIcon,
       },
     ],
   },
 ];
 
+function NavigationItem({ item, currentPath }) {
+  const Icon = item.icon;
+
+  return (
+    <SidebarItem href={item.path} current={currentPath === item.path}>
+      {Icon ? <Icon data-slot="icon" className="!fill-none stroke-current" /> : null}
+      <SidebarLabel>{item.label}</SidebarLabel>
+    </SidebarItem>
+  );
+}
+
+function NavigationGroup({ group, currentPath }) {
+  const GroupIcon = group.icon;
+
+  return (
+    <Headless.Disclosure defaultOpen>
+      {({ open }) => (
+        <>
+          <Headless.DisclosureButton className="flex w-full items-center gap-3 rounded-lg px-2 py-2 text-left text-sm font-medium text-white transition hover:bg-white/5 focus:outline-none focus-visible:ring-2 focus-visible:ring-white/30">
+            <GroupIcon className="size-5 shrink-0 text-zinc-400" aria-hidden="true" />
+            <span className="min-w-0 flex-1 truncate text-white">{group.title}</span>
+            <ChevronDownIcon
+              className={open ? 'size-4 shrink-0 rotate-180 text-zinc-500 transition-transform' : 'size-4 shrink-0 text-zinc-500 transition-transform'}
+              aria-hidden="true"
+            />
+          </Headless.DisclosureButton>
+          <Headless.DisclosurePanel className="ml-5 flex flex-col gap-0.5 border-l border-white/10 pl-3">
+            {group.items.map((item) => (
+              <NavigationItem key={item.path} item={item} currentPath={currentPath} />
+            ))}
+          </Headless.DisclosurePanel>
+        </>
+      )}
+    </Headless.Disclosure>
+  );
+}
+
 function Navigation({ location, userInfo, siteInfo }) {
   const appTitle = siteInfo?.title || siteInfo?.name || '审计项目管理';
   const currentPath = location.pathname.replace(/^\/audit_project_manager(?=\/|$)/, '') || '/';
@@ -79,24 +116,12 @@ function Navigation({ location, userInfo, siteInfo }) {
       </SidebarHeader>
 
       <SidebarBody>
+        <SidebarSection>
+          <NavigationItem item={DASHBOARD_ITEM} currentPath={currentPath} />
           {MENU_GROUPS.map((group) => (
-          <SidebarSection key={group.title}>
-            <SidebarHeading className="text-zinc-500">{group.title}</SidebarHeading>
-            {group.items.map((item) => {
-              const Icon = item.icon;
-              return (
-                <SidebarItem
-                  key={item.path}
-                  href={item.path}
-                  current={currentPath === item.path}
-                >
-                  <Icon data-slot="icon" />
-                  <SidebarLabel>{item.label}</SidebarLabel>
-                </SidebarItem>
-              );
-            })}
-          </SidebarSection>
+            <NavigationGroup key={group.title} group={group} currentPath={currentPath} />
           ))}
+        </SidebarSection>
         <SidebarSpacer />
       </SidebarBody>
 

src/pages/project_manager_xy/project-management.business-flow.md

@@ -7,7 +7,7 @@
 | 页面 | 路由 | 用途 |
 | --- | --- | --- |
 | 驾驶舱 | `/audit_project_table/dashboard` | 查看项目完成率、阶段分布、逾期和临期项目 |
-| 审计项目管理 | `/audit_project` | 查询、维护、复制、删除、归档和推进项目 |
+| 审计项目管理 | `/audit_project` | 查询、维护、删除和推进项目 |
 | 往期项目归档 | `/audit_project_archive` | 只读查看审计项目历史快照 |
 | 项目表单 | `/project_form` | 维护动态表单及字段 |
 | 审计项目填写表 | `/audit_project_form` | 兼容外部填写和复核链接 |
@@ -15,14 +15,18 @@
 配置中的 `audit_indicator`、`risk_indicator`、`audit_process`、`audit_report`
 没有菜单入口，属于复制配置残留，不注册为本应用路由。
 
+侧栏将“驾驶舱”作为独立入口；“审计项目管理”和“往期项目归档”归入可展开的“开展审计工作”，“项目表单”归入可展开的“表单配置及维护”。两个分组默认展开，并支持手动收起。模块主题色与 `problem_rectification` 保持一致，使用品牌红 `#b42318` 统一导航选中态、主按钮、复选框、当前视图和焦点反馈。
+
 ## 2. 项目列表与详情
 
 1. 页面通过 `loadSubject`、`getSubjectView` 和 `POST /record/query` 读取字段、视图和记录。
-2. 表格列、视图限制、排序和选择字段选项来自服务端配置。
+2. 表格列、视图限制、排序、选择字段选项和字段分组来自服务端配置；字段分组读取当前 Grid View 的 `settings.groups`，按配置展示分组表头并支持展开或收起。审计项目管理列表不展示通用 `title` 列，项目名称及其他业务字段仍按 View 配置展示。
 3. 新建和编辑时业务字段统一写入 `metadata`；引用和用户字段只提交 ID，日期提交 ISO 8601。
 4. 编辑模式下主键字段禁用；必填字段按 Subject 配置校验。
-5. 复制调用 `POST /record/clone`；删除调用 `POST /record/batch/remove`，默认软删除。
+5. 删除调用 `POST /record/batch/remove`，默认软删除；列表行内不提供编辑、复制或归档按钮，字段维护统一从详情侧栏进入。
 6. 详情抽屉按可访问的 detail 视图显示字段，并支持字段内联维护。
+7. 列表页不展示前端写死的项目总数、完成率等摘要卡片，仅展示由服务端 Subject/View 配置驱动的视图、筛选和表格内容；项目统计统一在驾驶舱查看。
+8. 列表中的 `long_text` 和 `rich_text` 字段最多展示三行，超出内容省略；完整内容通过悬浮提示或项目详情查看，避免单条长文本拉高整行表格。
 
 ## 3. 状态流转
 
@@ -49,14 +53,12 @@ Word 导出分别读取 `audit_plain_template`、`audit_verification_template`
 `audit_report_template` 文档。需求材料和问题清单导出为 Excel；核实书按数据行生成
 多个文档并打包为 ZIP。缺少模板或可导出数据时展示错误，不生成空文件。
 
-## 5. 一键归档
-
-1. 用户在项目行或批量选择后执行“一键归档”。
-2. 页面把项目 `metadata` 复制为 `audit_project_history` 记录；只按 Subject 定义把 `user/reference` 字段转换为 ID，保留表单和文件对象结构。
-3. 页面通过 `POST /record/import` 批量写入历史快照；接口未返回任何历史记录 ID 时展示错误。
-4. `/audit_project_archive` 直接查询并展示 `audit_project_history`，不再读写已废弃的 `audit_project_archive` Subject。
+## 5. 往期项目归档
 
-归档操作生成快照，不删除原项目，也不自动修改原项目状态。
+- `/audit_project_archive` 直接查询并展示已有的 `audit_project_history` 历史快照，不再读写已废弃的 `audit_project_archive` Subject。
+- 审计项目列表右上角保留批量“一键归档”：用户选择一条或多条项目后，页面把项目 `metadata` 复制为 `audit_project_history` 记录，并通过 `POST /record/import` 写入历史快照。
+- 批量归档未选择记录时按钮禁用；接口未返回任何历史记录 ID 时展示错误。归档只生成快照，不删除或修改原审计项目。
+- 列表行内不提供复制或单条归档入口，已有历史快照继续保留并只读展示。
 
 ## 6. 驾驶舱口径
 
@@ -85,13 +87,15 @@ Word 导出分别读取 `audit_plain_template`、`audit_verification_template`
 项目表单使用独立 `/form` API。表单列表和字段列表复用 `RecordWorkbench`，不再使用
 旧 `form_grid` 多维表格。
 
-- 表单支持新建、编辑、删除和进入字段管理。
+- 表单支持新建、编辑、删除和进入字段管理；新建和编辑只维护表单标题，不提供描述或别名字段。新建时内部 `name` 由服务端自动生成，编辑时保留已有 `name`。列表只展示表单标题，字段数量以标签展示，字段管理使用表格图标入口。
+- 表单列表默认每页展示 20 条，搜索表单时自动回到第一页，并支持切换每页 10、20、50 或 100 条。
 - 字段支持新建、编辑、删除、上移、下移、Excel 导入和导出。
 - 字段类型、必填、多值、主键和 `settings` 由表单字段接口保存。
 - `settings` 必须是合法 JSON；选择字段选项存放在 `settings.options`。
 - 审计项目中的 `form` 字段在项目详情侧栏内默认完整展开：左侧按 `settings.group` 展示默认分组和自定义分组，右侧展示当前分组下的全部表单及数据表格。
 - 表单字段支持在侧栏内添加/删除分组、添加/删除表单、切换表单模板和调整所属分组；删除自定义分组时，其中已配置的表单移入默认分组。
 - 表单数据行使用通用表格展示，通过 Catalyst 弹窗新增或编辑；侧栏中的修改先作为草稿保留，点击“保存表单”后统一写回 `{ form, data, settings }`，不向业务用户暴露 JSON。
+- 业务列表中的 `form` 字段只显示“表单名称（数据行数）”摘要标签，不直接展示 `{ form, data, settings }` JSON；多值表单按实例分别展示。
 - 删除为不可恢复操作，执行前必须二次确认；接口失败时保留当前页面并展示错误。
 
 ## 9. 权限与限制

src/services/record-api.md

@@ -280,16 +280,17 @@ Query：`calculated=true|false`
 - PUT `/form/:name`：更新表单
 - DELETE `/form/:name`：删除表单
 
-表单创建和更新请求体：
+项目表单页面创建和更新请求体：
 
 ```json
 {
-  "title": "审计项目表单",
-  "name": "audit_project_form",
-  "description": "表单说明"
+  "title": "审计项目表单"
 }
 ```
 
+创建时只提交 `title`，`name` 由服务端自动生成；编辑时使用已有
+`name` 作为 URL 路径参数，只更新 `title`，页面不提供 `name` 编辑入口。
+
 ### 5.2 表单字段
 
 - GET `/form/:name/field`：查询全部字段

src/utils/subjectView.js

@@ -418,6 +418,30 @@ export function formatDateText(value) {
   return /^\d{4}-\d{2}-\d{2}/.test(text) ? text.slice(0, 10) : text;
 }
 
+export function getFormValueSummaries(value, fallbackLabel = '表单') {
+  return toArray(value)
+    .filter(Boolean)
+    .map((instance, index) => {
+      const normalizedInstance = typeof instance === 'object' && !Array.isArray(instance)
+        ? instance
+        : { form: instance, data: [] };
+      const form = normalizedInstance.form;
+      const label = form && typeof form === 'object'
+        ? form.title || form.label || form.name || fallbackLabel
+        : fallbackLabel;
+
+      const formKey = form && typeof form === 'object'
+        ? form._id || form.name || label
+        : label;
+
+      return {
+        key: `${formKey}-${index}`,
+        label,
+        rowCount: Array.isArray(normalizedInstance.data) ? normalizedInstance.data.length : 0,
+      };
+    });
+}
+
 export function formatFieldValue(value, fieldDef) {
   if (value === null || value === undefined || value === '') {
     return '';
@@ -464,6 +488,12 @@ export function formatFieldValue(value, fieldDef) {
       .join('、');
   }
 
+  if (fieldDef?.type === 'form') {
+    return getFormValueSummaries(value, fieldDef?.label || '表单')
+      .map((item) => `${item.label}（${item.rowCount}）`)
+      .join('、');
+  }
+
   if (typeof value === 'object') {
     return JSON.stringify(value);
   }