feat: sync view filters and reference selection

.agents/skills/subject-schema-manager/SKILL.md

+---
+name: subject-schema-manager
+description: 同步 Stream Subject 对象文档，并在明确确认后创建、更新或删除对象与字段。
+---
+
+# Subject Schema Manager
+
+本项目的 Subject 结构以线上 Subject API 为准，`src/services/subjectsDefinition.md` 是版本化快照。
+
+## 文档同步
+
+使用项目内脚本或全局脚本执行同步：
+
+```bash
+node /Users/drigle/.codex/skills/subject-schema-manager/scripts/subject_schema_manager.mjs sync \
+  --project /Users/drigle/Desktop/xy/integrity_practice_management_new --ticket-stdin
+```
+
+脚本从源代码发现 Subject 根对象，递归跟踪字段 `settings.subject`，只更新 `subjectsDefinition.md` 的托管区块，不修改线上对象。
+
+## 对象与字段变更
+
+创建、更新或删除对象/字段前，必须先读取 `src/services/record-api.md` 与 `src/services/subjectsDefinition.md`，生成包含对象名、字段别名、payload 和依赖顺序的计划，并获得用户明确确认。确认后使用脚本 `apply --plan-file ... --confirmed` 执行限定操作。
+
+引用字段只保存目标 `_id` 或 `_id[]`；日期使用 ISO 8601；业务字段始终放在 `metadata` 中。文档清理不等同于远程删除，删除必须在确认计划中显式列出。
+
+Subject schema 同步或变更不改变业务流程；若流程发生变化，必须同步更新对应 `*.business-flow.md`。

.agents/skills/subject-schema-manager/agents/openai.yaml

+interface:
+  display_name: Subject Schema Manager
+  short_description: 同步对象文档并管理 Subject 对象与字段
+  default_prompt: 同步当前项目 Subject 定义，或按确认计划创建、更新、删除对象与字段。

src/components/ReferenceSearchSelect.jsx

@@ -15,6 +15,16 @@ function normalizeText(value) {
   return String(value || '').trim();
 }
 
+function normalizeRecordId(value) {
+  if (value === null || value === undefined || value === '') return '';
+  if (typeof value === 'object') {
+    const candidate = value._id ?? value.id ?? value.$oid ?? value.name;
+    if (candidate === value) return '';
+    return normalizeRecordId(candidate);
+  }
+  return normalizeText(value);
+}
+
 function escapeMongoRegex(value) {
   return normalizeText(value).replace(/[.*+?^${}()|[\]\\]/g, '\\$&');
 }
@@ -74,19 +84,11 @@ function resolveRecordId(record) {
   }
 
   // Reference 写入协议：只接受 _id / id
-  return record.id || record._id;
+  return normalizeRecordId(record.id ?? record._id);
 }
 
 function resolveReferenceValueId(value) {
-  if (!value) {
-    return '';
-  }
-
-  if (typeof value === 'object') {
-    return normalizeText(resolveRecordId(value));
-  }
-
-  return normalizeText(value);
+  return normalizeRecordId(value);
 }
 
 function resolveRecordSubjectName(record, fallbackSubject = '') {

src/components/XinyuanAutocomplete.jsx

@@ -20,10 +20,10 @@ function defaultFilter(textValue, inputValue) {
 
 function getSelectedKeySet(selectionMode, selectedKey, selectedKeys) {
   if (selectionMode === 'multiple') {
-    return new Set(selectedKeys || []);
+    if (selectedKeys === 'all') return new Set();
+    return new Set(Array.from(selectedKeys || []).map(toSelectionKey).filter(Boolean));
   }
-
-  return new Set(selectedKey === null || selectedKey === undefined ? [] : [selectedKey]);
+  return new Set(selectedKey === null || selectedKey === undefined ? [] : [toSelectionKey(selectedKey)].filter(Boolean));
 }
 
 function toSelectionKey(value) {
@@ -76,42 +76,20 @@ export default function XinyuanAutocomplete({
     (selectedOptions.length > 0
       ? selectedOptions.map((option) => option.label).join('、')
       : placeholder);
-  const rootSelectionProps =
-    selectionMode === 'multiple'
-      ? { selectedKeys: selectedKeyStringSet }
-      : { selectedKey };
-  const listBoxSelectionProps =
-    selectionMode === 'multiple'
-      ? {
-          selectionMode,
-          selectedKeys: selectedKeyStringSet,
-        }
-      : {};
-  const visibleOptions = isLoading || errorText ? [] : options;
-  const handleMultipleOptionPress = (option) => {
-    if (
-      selectionMode !== 'multiple' ||
-      !onSelectionChange ||
-      option?.isDisabled
-    ) {
-      return;
-    }
-
-    const optionKey = toSelectionKey(option.id);
-    if (!optionKey) {
-      return;
-    }
-
-    const nextKeys = new Set(
-      Array.from(selectedKeyStringSet).filter(Boolean),
-    );
-    if (nextKeys.has(optionKey)) {
-      nextKeys.delete(optionKey);
-    } else {
-      nextKeys.add(optionKey);
-    }
+  const isMultiple = selectionMode === 'multiple';
+  const rootSelectionProps = isMultiple
+    ? { selectedKey: null }
+    : { selectedKey: selectedKeyStringSet.values().next().value || null };
+  const listBoxSelectionProps = isMultiple
+    ? { selectionMode: 'single', onAction: (key) => {
+        const optionKey = toSelectionKey(key);
+        if (!optionKey || !onSelectionChange) return;
+        const nextKeys = new Set(selectedKeyStringSet);
+        if (nextKeys.has(optionKey)) nextKeys.delete(optionKey); else nextKeys.add(optionKey);
         onSelectionChange(nextKeys);
-  };
+      } }
+    : { selectionMode: 'single', selectedKeys: selectedKeyStringSet, onSelectionChange };
+  const visibleOptions = isLoading || errorText ? [] : options.map((option) => ({ ...option, isSelected: selectedKeyStringSet.has(toSelectionKey(option.id)) }));
 
   return (
     <Autocomplete
@@ -123,7 +101,7 @@ export default function XinyuanAutocomplete({
       isOpen={isOpen}
       isRequired={isRequired}
       name={name}
-      selectionMode={selectionMode}
+      selectionMode={isMultiple ? 'single' : selectionMode}
       variant={variant}
       onOpenChange={onOpenChange}
       onSelectionChange={onSelectionChange}
@@ -180,16 +158,14 @@ export default function XinyuanAutocomplete({
             )}
           >
             {(option) => {
-              const isSelected = selectedKeyStringSet.has(toSelectionKey(option.id));
+              const isSelected = Boolean(option.isSelected);
 
               return (
                 <ListBox.Item
                   id={option.id}
                   isDisabled={option.isDisabled}
+                  isSelected={isSelected}
                   textValue={option.textValue || option.label}
-                  {...(selectionMode === 'multiple'
-                    ? { onPress: () => handleMultipleOptionPress(option) }
-                    : {})}
                 >
                   {renderOption ? (
                     renderOption(option)

src/components/record-workbench/index.jsx

@@ -6,6 +6,7 @@ import { DataGrid } from '@heroui-pro/react/data-grid';
 import { EmptyState } from '@heroui-pro/react/empty-state';
 import { Alert, Button, Dropdown, Label, Pagination, SearchField, Spinner, Surface, Tabs, Tooltip, buttonVariants } from '@heroui/react';
 import { useLayoutEffect, useMemo, useRef, useState } from 'react';
+import XinyuanAutocomplete from '@/components/XinyuanAutocomplete';
 
 const EMPTY_ARRAY = [];
 const ACTION_ICON_CLASS = '!grid size-4 shrink-0 place-items-center !leading-none [&>svg]:!m-0 [&>svg]:block [&>svg]:!size-4';
@@ -313,8 +314,8 @@ export default function RecordWorkbench({
     else onSelectionChange?.(Array.from(selection).map(String));
   };
 
-  const listSearchField = filterSchema.find((field) => field?.type === 'text') || null;
-  const filterCardSchema = filterSchema.filter((field) => field !== listSearchField && field?.type === 'text');
+  const listSearchField = null;
+  const filterCardSchema = filterSchema;
   const hasViewSwitch = views.length > 1;
 
   return (
@@ -340,11 +341,13 @@ export default function RecordWorkbench({
         <Surface className="p-6">
             <div className="flex flex-col gap-3 md:flex-row md:items-end">
               <div className="grid min-w-0 flex-1 gap-3 md:grid-cols-3">
-                {filterCardSchema.map((field) => field.type === 'text' ? (
+                {filterCardSchema.map((field) => field.type === 'select' ? (
+                  <XinyuanAutocomplete key={field.key} aria-label={field.label} options={field.options || []} selectedKey={filters[field.key] || null} placeholder={field.placeholder} valueText={(field.options || []).find((item) => item.value === filters[field.key])?.label || field.placeholder} onSelectionChange={(key) => onFiltersChange?.(field.key, key ? String(key) : '')} />
+                ) : (
                   <SearchField aria-label={field.label} fullWidth key={field.key} value={filters[field.key] || ''} onChange={(value) => onFiltersChange?.(field.key, value)}>
-                    <SearchField.Group><SearchField.SearchIcon><Search size={16} /></SearchField.SearchIcon><SearchField.Input placeholder={field.placeholder} /><SearchField.ClearButton aria-label="清空搜索" /></SearchField.Group>
+                    <SearchField.Group><SearchField.SearchIcon><Search size={16} /></SearchField.SearchIcon><SearchField.Input type={field.type === 'date' ? 'date' : 'text'} placeholder={field.placeholder} /><SearchField.ClearButton aria-label="清空搜索" /></SearchField.Group>
                   </SearchField>
-                ) : null)}
+                ))}
               </div>
               {onClearFilters ? (
                 <div className="flex shrink-0 items-center">

src/pages/integrity_practice_management/SubjectWorkbench.jsx

@@ -13,6 +13,7 @@ import {
 import {
   actionNeedsAssignment,
   buildSubjectColumns,
+  buildSubjectFilterSchema,
   DEFAULT_PAGE_SIZE,
   executeConfiguredAction,
   isConfiguredActionVisible,
@@ -78,8 +79,7 @@ export default function SubjectWorkbench() {
   const [activeViewName, setActiveViewName] = useState('');
   const [records, setRecords] = useState(EMPTY_ARRAY);
   const [selectedIds, setSelectedIds] = useState(EMPTY_ARRAY);
-  const [keyword, setKeyword] = useState('');
-  const [debouncedKeyword, setDebouncedKeyword] = useState('');
+  const [filters, setFilters] = useState({});
   const [page, setPage] = useState(0);
   const pageSize = DEFAULT_PAGE_SIZE;
   const [pagination, setPagination] = useState(null);
@@ -100,10 +100,7 @@ export default function SubjectWorkbench() {
     [activeView, subject],
   );
 
-  useEffect(() => {
-    const timer = window.setTimeout(() => setDebouncedKeyword(keyword), 250);
-    return () => window.clearTimeout(timer);
-  }, [keyword]);
+  const filterSchema = useMemo(() => buildSubjectFilterSchema(activeView, subject), [activeView, subject]);
 
   useEffect(() => {
     let cancelled = false;
@@ -111,7 +108,7 @@ export default function SubjectWorkbench() {
     setError('');
     setRecords(EMPTY_ARRAY);
     setSelectedIds(EMPTY_ARRAY);
-    setKeyword('');
+    setFilters({});
     setPage(0);
 
     loadSubjectResources(subjectName, subjectConfig)
@@ -144,7 +141,10 @@ export default function SubjectWorkbench() {
       view: activeView,
       page,
       pageSize,
-      keyword: debouncedKeyword,
+      filters: {
+        ...filters,
+        __fieldDefs: Object.fromEntries(columns.map((column) => [column.field, column.fieldDef])),
+      },
       pagination: paginationEnabled,
     })
       .then((result) => {
@@ -162,7 +162,7 @@ export default function SubjectWorkbench() {
     return () => {
       cancelled = true;
     };
-  }, [subjectName, activeView, page, pageSize, debouncedKeyword, paginationEnabled, refreshKey]);
+  }, [subjectName, activeView, page, pageSize, filters, columns, paginationEnabled, refreshKey]);
 
   const runAction = useCallback(
     async (actionName, context, assignment = null) => {
@@ -283,21 +283,14 @@ export default function SubjectWorkbench() {
           setSelectedIds(EMPTY_ARRAY);
           setPage(0);
         }}
-        filters={{ keyword }}
-        filterSchema={[
-          {
-            key: 'keyword',
-            label: '查找记录',
-            type: 'text',
-            placeholder: '搜索标题',
-          },
-        ]}
-        onFiltersChange={(_, value) => {
-          setKeyword(value);
+        filters={filters}
+        filterSchema={filterSchema}
+        onFiltersChange={(key, value) => {
+          setFilters((current) => ({ ...current, [key]: value }));
           setPage(0);
         }}
         onClearFilters={() => {
-          setKeyword('');
+          setFilters({});
           setPage(0);
         }}
         title={subjectConfig.title || subject?.title || subjectName}

src/pages/integrity_practice_management/integrity-practice-management.business-flow.md

@@ -23,11 +23,11 @@
 
 1. 进入页面后并行调用 `GET /subject/:name` 和 `GET /subject/:name/view`；打开详情后再按 View 名调用 `GET /subject/:subjectName/view/:viewName` 获取完整 Detail 配置。
 2. 只展示当前用户有权访问的 `grid` 视图；授权只读取 `user.applications[]` 中 `name = integrity_practice_management` 的项目。系统管理员、系统账号和该应用“管理”角色可旁路，但不能旁路 `disableColumns`。配置包含 `filterView` 且非空时，只展示指定视图。
-3. 切换视图后，根据视图的 `settings.restrictions`、`settings.filters.conditions`、列排序配置调用 `POST /record/query`。
+3. 切换视图后，根据视图的 `settings.restrictions`、`settings.filters.conditions`、列排序配置调用 `POST /record/query`；筛选控件由当前 View 的可见字段自动生成，文本字段使用远程模糊查询，Select/日期字段使用字段配置值。
 4. `gridRecordConfig.pagination = false` 时单次最多读取 1000 条；其余页面使用服务端分页。
-5. 关键词查找通过 `/record/query` 的 `keyword` 查询标题；清空筛选后回到第 1 页。
+5. 列表不再提供独立关键词搜索；用户通过当前视图字段筛选，筛选条件直接写入 `/record/query` 的 `filter`，清空筛选后回到第 1 页。
 6. 列定义、列顺序、初始排序、固定列和字段显示格式由 Subject View 与 Subject 字段定义共同决定；HeroUI Pro DataGrid 仅在真实横向溢出时固定首列和操作列，并允许当前页原生列排序和列宽调整，不改变服务端分页口径。
-   `settings.shortTitle === true` 时只隐藏 title 展示列，标题仍参与查询、记录身份和保存；false 或未配置时正常展示。
+   `settings.shortTitle === true` 时只隐藏 title 展示列，标题仍作为记录身份和保存字段；false 或未配置时正常展示。若 View 配置包含标题列，标题也会作为可筛选字段显示。
 7. DataGrid 使用原生 Checkbox 选择；选中后显示 HeroUI Pro ActionBar。行操作 1-3 项直接展示，4 项以上展示前两项与“更多”菜单，删除等危险动作始终排在最后。
 8. 点击列表操作列的预览图标打开 HeroUI Modal 并进入只读查看态；首个业务列只展示记录文本，不再承担预览交互。点击弹窗统一的“编辑”按钮或列表操作列铅笔图标进入整体编辑态，保存后返回查看态。字段权限、锁定规则和 Subject 字段类型保持不变。
 9. 当前 Detail 有有效 `settings.auth` 或 `settings.disableColumns` 时，字段权限整套使用 Detail；两项都未配置或没有实际 Detail 时，整体回退打开详情的当前 Grid。两套权限不合并、不逐字段回退；`disableColumns` 对管理员也始终只读，普通用户在选定权限来源中缺少字段 `auth` 时只读。切换 Detail 后立即重算字段状态和编辑入口，编辑入口只检查当前 Detail 展示字段。Grid `viewAuth` 只控制 Tab 可见性，不隐藏详情字段。

src/pages/integrity_practice_management/integrityPracticeWorkbenchService.js

@@ -17,6 +17,10 @@ import {
 import DocumentService from '@/services/DocumentService';
 import {
   buildViewColumns,
+  getSelectOptions,
+  isDateFieldType,
+  isReferenceFieldType,
+  getReferenceSubjectName,
   checkViewCondition,
   isViewAccessible,
   mergeRestrictionsIntoFilter,
@@ -31,7 +35,7 @@ import * as XLSX from 'xlsx';
 
 export const DEFAULT_PAGE_SIZE = 10;
 
-function buildViewFilter(view) {
+function buildViewFilter(view, filters = {}) {
   const restrictions = view?.settings?.restrictions || [];
   const filter = mergeRestrictionsIntoFilter({}, restrictions);
   const conditions = view?.settings?.filters?.conditions || [];
@@ -46,6 +50,14 @@ function buildViewFilter(view) {
     filter[condition.field] = comparator === '$eq' ? value : { [comparator]: value };
   });
 
+  Object.entries(filters).forEach(([field, value]) => {
+    if (!field || field === '__fieldDefs' || value === undefined || value === null || String(value).trim() === '') return;
+    const type = String(filters.__fieldDefs?.[field]?.type || '').toLowerCase();
+    filter[field] = ['text', 'long_text', 'rich_text'].includes(type)
+      ? { $regex: String(value).trim(), $options: 'i' }
+      : Array.isArray(value) ? { $in: value } : value;
+  });
+
   return filter;
 }
 
@@ -90,7 +102,7 @@ export async function loadSubjectRecords({
   view,
   page = 0,
   pageSize = DEFAULT_PAGE_SIZE,
-  keyword = '',
+  filters = {},
   pagination = true,
 }) {
   const requestPageSize = pagination ? pageSize : 1000;
@@ -98,9 +110,8 @@ export async function loadSubjectRecords({
     subject: subjectName,
     page: pagination ? page : 0,
     page_size: requestPageSize,
-    filter: buildViewFilter(view),
+    filter: buildViewFilter(view, filters),
     sort: buildViewSort(view),
-    keyword: normalizeText(keyword) || undefined,
     mode: 'full',
   });
   const records = sortRecordsByView(toArray(result?.records), view);
@@ -123,6 +134,15 @@ export function buildSubjectColumns(view, subject) {
   return buildViewColumns(view, subject);
 }
 
+export function buildSubjectFilterSchema(view, subject) {
+  return buildViewColumns(view, subject).filter((column) => column?.field).map((column) => {
+    const fieldDef = column.fieldDef || {};
+    const type = String(fieldDef.type || 'text').toLowerCase();
+    const options = getSelectOptions(fieldDef);
+    return { key: column.field, field: column.field, label: column.label || fieldDef.label || column.field, type: type === 'select' && options.length ? 'select' : isDateFieldType(type) ? 'date' : isReferenceFieldType(type) && getReferenceSubjectName(fieldDef) ? 'reference' : 'text', options, fieldDef, placeholder: `筛选${column.label || fieldDef.label || column.field}` };
+  });
+}
+
 export function isConfiguredActionVisible(action, record) {
   return checkViewCondition(action?.visabled, record?.raw || record);
 }

src/utils/subjectView.js

@@ -252,14 +252,12 @@ export function isDateFieldType(fieldType) {
 }
 
 export function normalizeRecordId(value) {
-  if (!value) {
-    return '';
-  }
-
+  if (value === null || value === undefined || value === '') return '';
   if (typeof value === 'object') {
-    return value._id || value.id || value.name || '';
+    const candidate = value._id ?? value.id ?? value.$oid ?? value.name;
+    if (candidate === value) return '';
+    return normalizeRecordId(candidate);
   }
-
   return normalizeText(value);
 }