fix: optimize case category tabs with aggregation

src/pages/project_manager_xy/audit-material-center.business-flow.md

@@ -133,9 +133,9 @@
 3. 通过案例来源、案例类型、问题属性、分类标签输入框填写组合筛选条件，输入框仅录入文本条件，不提供下拉候选
 4. 全文搜索与各筛选值变化后，前端实时将当前条件提交到 `POST /record/query` 做远程查询，并从第一页展示结果
 5. 筛选区使用 HeroUI `Surface + Disclosure`：默认展示案例来源、案例类型和问题属性三项，点击 `展开` 后展示分类标签；折叠态不保留隐藏内容的布局高度，筛选区不展示刷新或查询按钮
-6. 通过 HeroUI Tabs 的案例性质标签快速切换当前视图；分类名称保持单行显示，空间不足时在 Tabs 内部横向滚动
+6. 案例性质标签先通过 `POST /record/aggregate` 按 `metadata.category` 全库分组生成，不再依赖当前页案例在前端分组；加载时显示进度，失败时保留旧标签并提供重试；返回的 `_id` 映射为标签 key/label，空字符串或缺失分类显示为 `未分类`；标签顺序固定为 `全部案例`、`未分类`、其余分类（按中文名称排序），成功刷新时替换旧分类标签；分类名称保持单行显示，空间不足时在 Tabs 内部横向滚动
 7. 分类标签筛选优先匹配 `metadata.tag`，同时兼容多值 `metadata.keyword`
-8. 页面不对当前页案例做本地二次搜索
+8. 切换案例性质标签后，从第一页通过 `POST /record/query` 的 `filter.metadata.category` 远程查询；`未分类` 使用 `$in: [null, "", "未分类"]` 兼容缺失及空字符串分类。页面不对当前页案例做本地二次搜索
 9. 页面顶部提供 `Segment` 视图切换，可在“卡片视图 / 表格视图”之间切换
 10. 卡片视图用于浏览案例摘要；每条案例使用独立一级业务卡片，分类/等级/标签、标题、类型、摘要和时间信息按层级展示，点击卡片后以弹框方式查看并编辑详情
 11. 表格视图展示标题、分类、标签、案例类型、关键字、来源、等级、年份、更新时间等字段；宽表在 DataGrid 内部横向滚动，各字段只在所属单元格内单行截断，完整值通过 HeroUI Tooltip 查看，不允许跨列覆盖；首列标题仅用于展示，不承担点击操作，查看详情统一从右侧操作列进入
@@ -153,6 +153,8 @@
 7. 点击 `保存` 后，前端调用 `PUT /record/:name`
 8. 保存成功后刷新列表与统计数据，并返回查看态；失败时保留当前草稿和错误提示
 
+创建、编辑、删除、批量修改、批量删除和 Excel 导入成功后，除刷新当前列表外，还必须重新调用分类 aggregate 刷新案例性质标签；aggregate 失败时保留当前标签并展示重试提示。
+
 ### 4.6 批量修改案例
 
 1. 用户切换到表格视图
@@ -213,6 +215,7 @@
 - 筛选统一走远程 `POST /record/query`；页面不使用本地数据搜索替代远程结果
 - 全文搜索、结构化筛选和案例性质变化后实时发起远程查询，并从第一页展示结果
 - 筛选输入使用普通文本输入框，不使用 `select`、`datalist` 或其它下拉候选控件
+- 案例性质标签数据来源统一为 `POST /record/aggregate`，分组字段为 `metadata.category`；空分类在 UI 中展示为 `未分类`，并通过包含 `null`、空字符串和 `未分类` 的过滤条件查询
 
 ---
 
@@ -299,16 +302,22 @@
 - `POST /record/query`
 - `subject = risk_case_library`
 
-### 7.2 创建案例
+### 7.2 聚合案例分类
+
+- `POST /record/aggregate`
+- `subject = risk_case_library`
+- `stages = [{ "$group": { "_id": "$metadata.category" } }]`
+
+### 7.3 创建案例
 
 - `POST /record`
 - `subject = risk_case_library`
 
-### 7.3 更新案例
+### 7.4 更新案例
 
 - `PUT /record/:name`
 
-### 7.4 删除案例
+### 7.5 删除案例
 
 - `DELETE /record/:name`
 
@@ -321,6 +330,7 @@
 - 每页固定加载 20 条，不展示或提供每页条数选择器
 - 当用户修改全文搜索、任一结构化筛选或切换案例性质时，实时从第一页重新加载
 - 搜索与筛选统一发起远程查询，不在当前页结果中做本地搜索；连续请求只采用最新筛选状态对应的结果
+- 分类标签使用独立 aggregate 请求；列表仍按页查询，不得先拉取全量案例后再生成标签
 - 总数优先读取 `POST /record/query` 返回的 `total_records`；接口未返回总数时再回退到 `count` 接口
 
 ---

src/pages/project_manager_xy/materialService.js

 import {
   countRecords,
   createRecord,
+  aggregateRecords,
   queryRecords,
   removeRecord,
   updateRecord,
@@ -10,6 +11,7 @@ import * as XLSX from 'xlsx';
 
 export const CASE_SUBJECT = 'risk_case_library';
 export const DEFAULT_PAGE_SIZE = 20;
+export const UNCATEGORIZED_CATEGORY = '未分类';
 
 const CASE_EXPORT_HEADERS = [
   '标题',
@@ -387,9 +389,13 @@ function buildRecordFilter(filters = {}) {
   }
 
   if (filters.category) {
-    clauses.push({
-      'metadata.category': String(filters.category).trim(),
-    });
+    const category = String(filters.category).trim();
+
+    clauses.push(
+      category === UNCATEGORIZED_CATEGORY
+        ? { 'metadata.category': { $in: [null, '', UNCATEGORIZED_CATEGORY] } }
+        : { 'metadata.category': category },
+    );
   }
 
   if (filters.tag) {
@@ -439,6 +445,36 @@ function hasActiveFilters(filters = {}) {
   );
 }
 
+export async function loadCaseCategoryGroups() {
+  const response = await aggregateRecords({
+    subject: CASE_SUBJECT,
+    stages: [
+      {
+        $group: {
+          _id: '$metadata.category',
+        },
+      },
+    ],
+  });
+  const rows = [
+    response,
+    response?.data,
+    response?.result,
+  ].find(Array.isArray) || [];
+  const groups = rows
+    .map((row) => String(row?._id ?? '').trim())
+    .map((category) => category || UNCATEGORIZED_CATEGORY);
+
+  return [...new Set(groups)]
+    .sort((left, right) => {
+      if (left === UNCATEGORIZED_CATEGORY) return -1;
+      if (right === UNCATEGORIZED_CATEGORY) return 1;
+
+      return left.localeCompare(right, 'zh-Hans-CN');
+    })
+    .map((category) => ({ key: category, label: category }));
+}
+
 export function normalizeCaseRecord(record = {}) {
   const metadata = record?.metadata || {};
   const label = String(metadata.label || record.title || '').trim();

src/pages/project_manager_xy/resource-booking/index.jsx

@@ -58,7 +58,6 @@ import RiskCaseMaterialField from '../RiskCaseMaterialField';
 import { createRiskCaseMaterial } from '../riskCaseMaterialService';
 import { loadRiskCaseViewResources } from '../riskCaseViewService';
 import {
-  buildCaseDashboard,
   createCaseRecord,
   createCaseTitle,
   deleteCaseRecord,
@@ -73,6 +72,7 @@ import {
   previewCaseWorkbook,
   updateCaseRecord,
   updateCaseRecords,
+  loadCaseCategoryGroups,
 } from '../materialService';
 
 const ALL_CATEGORY_KEY = '__all__';
@@ -516,10 +516,11 @@ export default function ResourceBookingPage() {
   const [caseAttributeFilter, setCaseAttributeFilter] = useState('');
   const [activeCategory, setActiveCategory] = useState(ALL_CATEGORY_KEY);
   const [categoryTabItems, setCategoryTabItems] = useState(DEFAULT_CATEGORY_TABS);
+  const [categoryTabLoading, setCategoryTabLoading] = useState(true);
+  const [categoryTabError, setCategoryTabError] = useState('');
   const [viewMode, setViewMode] = useState(CARD_VIEW_MODE);
   const [showAdvancedFilters, setShowAdvancedFilters] = useState(false);
   const [cases, setCases] = useState([]);
-  const [dashboard, setDashboard] = useState(() => buildCaseDashboard([]));
   const [activeCaseId, setActiveCaseId] = useState('');
   const [selectedCaseIds, setSelectedCaseIds] = useState([]);
   const [page, setPage] = useState(0);
@@ -560,6 +561,7 @@ export default function ResourceBookingPage() {
   const [materialValidationErrors, setMaterialValidationErrors] = useState({});
   const pendingLocalMaterialsRef = useRef({});
   const editSessionRef = useRef(0);
+  const categoryTabRequestRef = useRef(0);
 
   const activeGridView = useMemo(
     () => gridViews.find((view) => view.name === activeGridViewName) || null,
@@ -591,12 +593,8 @@ export default function ResourceBookingPage() {
   );
 
   const categoryTabs = useMemo(() => {
-    return mergeCategoryTabItems(
-      categoryTabItems,
-      dashboard.categoryGroups || [],
-      activeCategory,
-    );
-  }, [activeCategory, categoryTabItems, dashboard.categoryGroups]);
+    return mergeCategoryTabItems(categoryTabItems, [], activeCategory);
+  }, [activeCategory, categoryTabItems]);
 
   const visibleCases = useMemo(() => {
     return cases;
@@ -704,6 +702,38 @@ export default function ResourceBookingPage() {
     }
   }, [activeDetailViewName, visibleDetailViews]);
 
+  async function loadCategoryTabItems() {
+    const requestId = categoryTabRequestRef.current + 1;
+
+    categoryTabRequestRef.current = requestId;
+    setCategoryTabLoading(true);
+    setCategoryTabError('');
+
+    try {
+      const groups = await loadCaseCategoryGroups();
+
+      if (categoryTabRequestRef.current !== requestId) {
+        return;
+      }
+
+      setCategoryTabItems(buildCategoryTabItems(groups));
+    } catch (loadError) {
+      if (categoryTabRequestRef.current === requestId) {
+        setCategoryTabError(
+          loadError?.message || '案例分类加载失败，请稍后重试。',
+        );
+      }
+    } finally {
+      if (categoryTabRequestRef.current === requestId) {
+        setCategoryTabLoading(false);
+      }
+    }
+  }
+
+  useEffect(() => {
+    loadCategoryTabItems();
+  }, []);
+
   useEffect(() => {
     setDetailForm(buildCaseForm(activeCase));
   }, [activeCase]);
@@ -727,18 +757,6 @@ export default function ResourceBookingPage() {
     });
 
     setCases(result.cases || []);
-    setDashboard(
-      buildCaseDashboard(result.cases || [], {
-        totalCount: result.total || 0,
-      }),
-    );
-    setCategoryTabItems((currentTabs) =>
-      mergeCategoryTabItems(
-        currentTabs,
-        buildCaseDashboard(result.cases || []).categoryGroups || [],
-        activeCategory,
-      ),
-    );
     setPage(nextPage);
     setTotal(result.total || 0);
     setIsDemoMode(Boolean(result.isDemoMode));
@@ -776,18 +794,6 @@ export default function ResourceBookingPage() {
       }
 
       setCases(result.cases || []);
-      setDashboard(
-        buildCaseDashboard(result.cases || [], {
-          totalCount: result.total || 0,
-        }),
-      );
-      setCategoryTabItems((currentTabs) =>
-        mergeCategoryTabItems(
-          currentTabs,
-          buildCaseDashboard(result.cases || []).categoryGroups || [],
-          activeCategory,
-        ),
-      );
       setPage(0);
       setTotal(result.total || 0);
       setError(result.error || '');
@@ -941,7 +947,7 @@ export default function ResourceBookingPage() {
       setIsCreateOpen(false);
       setIsDetailOpen(false);
       resetCreateForm();
-      await refreshCurrentList(0);
+      await Promise.all([refreshCurrentList(0), loadCategoryTabItems()]);
       setActiveCaseId(created.id || '');
     } catch (createError) {
       setError(createError?.message || '案例创建失败，请稍后重试。');
@@ -990,7 +996,7 @@ export default function ResourceBookingPage() {
       }
       const updated = await updateCaseRecord(activeCase, detailForm);
       setNotice(`案例“${updated.label}”已更新。`);
-      await refreshCurrentList();
+      await Promise.all([refreshCurrentList(), loadCategoryTabItems()]);
       setActiveCaseId(updated.id || activeCase.id);
       setIsDetailEditing(false);
       pendingLocalMaterialsRef.current = {};
@@ -1016,7 +1022,7 @@ export default function ResourceBookingPage() {
       setNotice(`案例“${activeCase.label}”已删除。`);
       setIsDeleteOpen(false);
       setIsDetailOpen(false);
-      await refreshCurrentList();
+      await Promise.all([refreshCurrentList(), loadCategoryTabItems()]);
     } catch (deleteError) {
       setError(deleteError?.message || '案例删除失败，请稍后重试。');
     } finally {
@@ -1041,7 +1047,7 @@ export default function ResourceBookingPage() {
       }
 
       setIsBatchDeleteOpen(false);
-      await refreshCurrentList();
+      await Promise.all([refreshCurrentList(), loadCategoryTabItems()]);
 
       const failedIds = result.failures
         .map((item) => item.id)
@@ -1088,7 +1094,7 @@ export default function ResourceBookingPage() {
 
       setIsBatchEditOpen(false);
       resetBatchEditForm();
-      await refreshCurrentList();
+      await Promise.all([refreshCurrentList(), loadCategoryTabItems()]);
 
       const failedIds = result.failures
         .map((item) => item.id)
@@ -1177,7 +1183,7 @@ export default function ResourceBookingPage() {
       }
       setIsImportOpen(false);
       resetImportState();
-      await refreshCurrentList(0);
+      await Promise.all([refreshCurrentList(0), loadCategoryTabItems()]);
     } catch (importError) {
       setError(importError?.message || 'Excel 导入失败，请稍后重试。');
     } finally {
@@ -1269,8 +1275,31 @@ export default function ResourceBookingPage() {
         </Tabs>
       ) : null}
       <div className="min-w-0 max-w-full">
+        {categoryTabLoading ? (
+          <div className="mb-2 flex items-center gap-2 text-sm text-muted" role="status">
+            <Spinner size="sm" />
+            正在加载案例分类…
+          </div>
+        ) : null}
+        {categoryTabError ? (
+          <Alert className="mb-3" status="warning">
+            <Alert.Content>
+              <Alert.Description>{categoryTabError}</Alert.Description>
+              <Button
+                className="mt-2"
+                isDisabled={categoryTabLoading}
+                size="sm"
+                variant="secondary"
+                onPress={loadCategoryTabItems}
+              >
+                重试
+              </Button>
+            </Alert.Content>
+          </Alert>
+        ) : null}
         <Tabs
           className="w-fit max-w-full min-w-0"
+          aria-busy={categoryTabLoading}
           selectedKey={activeCategory}
           variant="primary"
           onSelectionChange={(key) => setActiveCategory(String(key))}

src/services/record-api.md

@@ -108,6 +108,43 @@
 
 功能：获取单条详情
 
+#### 3.1.3 POST `/record/aggregate`
+
+权限：`api.record.aggregate`
+
+功能：对同一 subject 的 active 记录执行 Mongo aggregation。前端只用它做轻量分组统计，不返回记录列表。
+
+请求体：
+
+| 字段 | 类型 | 必填 | 说明 |
+| --- | --- | --- | --- |
+| subject | string | 是 | 主题名 |
+| stages | object[] | 是 | Mongo aggregation pipeline |
+
+示例：
+
+```json
+{
+  "subject": "risk_case_library",
+  "stages": [
+    {
+      "$group": {
+        "_id": "$metadata.category"
+      }
+    }
+  ]
+}
+```
+
+响应为数组，每项包含分组键 `_id`：
+
+```json
+[
+  { "_id": "合规风险" },
+  { "_id": "操作风险" }
+]
+```
+
 ### 3.2 创建 / 更新
 
 - POST   `/record`