feat(agent): 用对话起草巡检(schedule.draft_check + 起草巡检 Skill + 计划页入口与对话卡片)

Co-Authored-By: Claude Opus 5.5 <[email protected]>

apps/server/src/modules/agent/authorize.ts

@@ -217,6 +217,14 @@ export function createAuthorizer(deps: {
     }
     // metadata.enrich 只存补全建议(不写作品表);次数由每日预算约束,应用建议另走控制台会话
     if (d.id === "metadata.enrich") return { allowed: true };
+    // schedule.draft_check 只建未启用的巡检(不会自己运行,用户检查后启用);只放行用户发起的对话,
+    // 定时巡检 / 事件触发的会话不能再造巡检
+    if (d.id === "schedule.draft_check") {
+      if (!runId || (ctx.source !== "agent" && ctx.source !== "task"))
+        return { allowed: false, reason: "只有智能体对话可以起草巡检" };
+      const r = await db.selectFrom("agent_run").select("trigger").where("id", "=", runId).executeTakeFirst();
+      return r?.trigger === "user" ? { allowed: true } : { allowed: false, reason: "只在用户发起的对话里起草巡检" };
+    }
     // 先看方案再执行:用户选定方案前,Agent 的执行类调用一律拒绝
     if (runId && d.kind === "execute" && (ctx.source === "agent" || ctx.source === "task")) {
       const block = await proposeFirstBlock(db, runId);

apps/server/src/modules/schedules/capabilities.ts

@@ -0,0 +1,56 @@
+import { CapabilityError, type CapabilityRegistry } from "@umt/agent";
+import { CAPABILITY_CATALOG, capabilitySpec, KnownCapabilityId } from "@umt/contracts";
+import type { ServerContext } from "../types.ts";
+import { createAgentCheck } from "./store.ts";
+
+// schedule.draft_check:智能体按用户的自然语言需求起草巡检。建成「未启用」,不会自己运行;
+// 用户在计划页检查、修改后再启用(授权只放行用户发起的对话,见 agent/authorize.ts)。
+
+/** 巡检只开放只读 / 预览 / 提案类能力(与计划页表单一致),且不能再起草巡检 */
+const ALLOWED = new Set(
+  Object.values(CAPABILITY_CATALOG)
+    .filter((c) => ["read", "preview", "propose"].includes(c.kind) && c.id !== "schedule.draft_check")
+    .map((c) => c.id as string),
+);
+
+export function registerScheduleCapabilities(registry: CapabilityRegistry, ctx: ServerContext): void {
+  registry.register(capabilitySpec("schedule.draft_check"), async (input) => {
+    const asked = [...new Set(input.capabilities ?? [])];
+    const caps = asked.filter((c) => KnownCapabilityId.safeParse(c).success && ALLOWED.has(c));
+    const dropped = asked.filter((c) => !caps.includes(c));
+    let row: Awaited<ReturnType<typeof createAgentCheck>>;
+    try {
+      row = await createAgentCheck(
+        ctx.db,
+        {
+          name: input.name,
+          description: "智能体按对话起草",
+          enabled: false,
+          schedule: { type: "interval", everyMs: Math.round(input.everyHours * 3600_000) },
+          config: {
+            goalTemplate: input.goal,
+            capabilityAllowlist: caps as KnownCapabilityId[],
+            budget: {
+              ...(input.maxToolCalls ? { maxToolCalls: input.maxToolCalls } : {}),
+              ...(input.maxDurationSec ? { maxDurationSec: input.maxDurationSec } : {}),
+            },
+            triggerCondition: input.triggerCondition ?? "always",
+            reportAsDecision: input.reportAsDecision ?? false,
+          },
+        },
+        new Date(),
+      );
+    } catch (e) {
+      throw new CapabilityError("precondition", `巡检没建成：${(e as Error).message}`);
+    }
+    return {
+      jobId: row.id,
+      name: row.name,
+      everyHours: input.everyHours,
+      capabilities: caps,
+      dropped,
+      enabled: false as const,
+      next: "已建成未启用的巡检。请用户到「计划」页检查目标、间隔和能力，确认后打开开关启用。",
+    };
+  });
+}

apps/server/src/modules/schedules/index.ts

@@ -1,5 +1,6 @@
 import type { ServerContext, ServerModule } from "../types.ts";
 import { builtinAgentCheckDefs } from "./agent-checks.ts";
+import { registerScheduleCapabilities } from "./capabilities.ts";
 import { registerScheduledJob, scheduleRegistry } from "./registry.ts";
 import { registerScheduleRoutes } from "./routes.ts";
 import { Scheduler, type SchedulerOptions } from "./scheduler.ts";
@@ -30,6 +31,9 @@ export function createSchedulesModule(opts: SchedulesModuleOptions = {}): Server
       registerScheduleRoutes(app, ctx, () => scheduleRegistry(ctx));
     },
     registerTasks() {},
+    registerCapabilities(registry, ctx) {
+      registerScheduleCapabilities(registry, ctx);
+    },
     start(ctx: ServerContext) {
       if (opts.builtinChecks !== false) for (const def of builtinAgentCheckDefs(ctx)) registerScheduledJob(ctx, def);
       // 备份目前由宿主机 scripts/backup.sh(cron / 手动)执行,这里只占位,看板上显示"未配置"

apps/server/test/schedules/draft-check-capability.test.ts

@@ -0,0 +1,76 @@
+import { afterAll, beforeAll, describe, expect, it } from "vitest";
+import { createCapabilityRegistry } from "../../src/modules/agent/capability-registry.ts";
+import { registerScheduleCapabilities } from "../../src/modules/schedules/capabilities.ts";
+import { createHarness, type Harness, pgAvailable } from "../sources-identity/harness.ts";
+
+// schedule.draft_check:智能体按对话起草巡检 → 建成未启用的 agent_check;只读能力白名单;只放行用户发起的对话
+const pg = await pgAvailable();
+// biome-ignore lint/suspicious/noExplicitAny: 能力输出按 schema 校验过,测试里直接取字段
+type Any = any;
+
+describe.skipIf(!pg)("起草巡检能力(真实 PG)", () => {
+  let h: Harness;
+  beforeAll(async () => {
+    h = await createHarness("draftcheck");
+    const registry = createCapabilityRegistry({ logger: h.ctx.logger, db: h.db, settings: h.ctx.settings });
+    registerScheduleCapabilities(registry, h.ctx);
+    (h.ctx as { capabilities: unknown }).capabilities = registry;
+  }, 120_000);
+  afterAll(async () => {
+    await h?.close();
+  });
+
+  const run = async (trigger: "user" | "schedule") =>
+    (
+      await h.db
+        .insertInto("agent_run")
+        .values({ trigger, goal: "起草巡检", status: "running", mode: "execute" } as never)
+        .returning("id")
+        .executeTakeFirstOrThrow()
+    ).id;
+  const invoke = (input: Record<string, unknown>, agentRunId: string) =>
+    h.ctx.capabilities.invoke("schedule.draft_check", input, {
+      actorId: "agent",
+      taskId: crypto.randomUUID(),
+      agentRunId,
+      scopeIds: [],
+      signal: new AbortController().signal,
+      source: "agent",
+    }) as Promise<Any>;
+  const input = {
+    name: "失败下载日报",
+    goal: "检查下载器里失败或卡住的任务，有就写一段话汇报",
+    everyHours: 24,
+    capabilities: ["download.list", "downloader.list", "download.submit", "not.exists"],
+    triggerCondition: "stalled_downloads",
+    reportAsDecision: true,
+  };
+
+  it("对话里起草:建成未启用的巡检;写入 / 不存在的能力去掉", async () => {
+    const out = await invoke(input, await run("user"));
+    expect(out).toMatchObject({
+      enabled: false,
+      capabilities: ["download.list", "downloader.list"],
+      dropped: ["download.submit", "not.exists"],
+    });
+    const job = await h.db
+      .selectFrom("scheduled_job")
+      .selectAll()
+      .where("id", "=", out.jobId)
+      .executeTakeFirstOrThrow();
+    expect(job).toMatchObject({ kind: "agent_check", enabled: false, builtin: false, name: "失败下载日报" });
+    expect(job.schedule).toMatchObject({ type: "interval", everyMs: 24 * 3600_000 });
+    expect(job.config).toMatchObject({
+      goalTemplate: input.goal,
+      capabilityAllowlist: ["download.list", "downloader.list"],
+      triggerCondition: "stalled_downloads",
+      reportAsDecision: true,
+    });
+  });
+
+  it("定时巡检的会话里不能再起草巡检", async () => {
+    const before = await h.db.selectFrom("scheduled_job").select("id").execute();
+    await expect(invoke(input, await run("schedule"))).rejects.toThrow(/用户发起的对话/);
+    expect(await h.db.selectFrom("scheduled_job").select("id").execute()).toHaveLength(before.length);
+  });
+});

apps/web/app/components/agent/agent-conversation.tsx

@@ -8,6 +8,7 @@ import {
 import {
   Ban,
   Brain,
+  CalendarCog,
   Check,
   ChevronDown,
   ChevronRight,
@@ -38,6 +39,7 @@ import { CHEVRON_CLASS, Disclosure } from "~/components/agentui/disclosure.tsx";
 import { Markdown } from "~/components/agentui/markdown.tsx";
 import { MessageMarker, MessageTyping } from "~/components/agentui/message.tsx";
 import { StreamingResponse } from "~/components/agentui/streaming-response.tsx";
+import { consolePath } from "~/components/console/nav.ts";
 import { StatusBadge } from "~/components/console/status-badge.tsx";
 import { TechInfo } from "~/components/console/tech-info.tsx";
 import { formatUsd } from "~/components/schedules/labels.ts";
@@ -542,6 +544,11 @@ export function AgentConversation({
                           until={p.body[0]?.at ?? null}
                         />
                       ) : null}
+                      {p.activity
+                        .flatMap((a) => (a.kind === "tool" ? draftCheckOf(a.call) : []))
+                        .map((d) => (
+                          <DraftCheckCard key={d.jobId} {...d} />
+                        ))}
                       {p.body.map((t) => {
                         const streaming = streamingText && t.key === lastKey;
                         // 旧会话 / 不守汇报格式的模型:UUID、能力 ID、原因码换成名称和人话,原文进技术信息
@@ -601,6 +608,33 @@ export function AgentConversation({
   );
 }
 
+/** 起草巡检(schedule.draft_check)成功的输出:巡检 ID 与名称(输出摘要可能被截断,按字段取) */
+export function draftCheckOf(call: ToolCallView): { jobId: string; name: string }[] {
+  if (call.capabilityId !== "schedule.draft_check" || call.status === "running" || call.status === "failed") return [];
+  if (isDenied(call) || !call.outputSummary) return [];
+  const jobId = /"jobId"\s*:\s*"([\w.-]+)"/.exec(call.outputSummary)?.[1];
+  const name = /"name"\s*:\s*"((?:[^"\\]|\\.)*)"/.exec(call.outputSummary)?.[1];
+  return jobId ? [{ jobId, name: name ?? "巡检" }] : [];
+}
+
+/** 对话里起草好的巡检:未启用,去计划页检查后启用 */
+function DraftCheckCard({ jobId, name }: { jobId: string; name: string }) {
+  return (
+    <div className="flex w-full max-w-[72ch] flex-wrap items-center justify-between gap-3 rounded-lg border border-border/70 px-3 py-2.5">
+      <div className="min-w-0">
+        <p className="flex items-center gap-2 text-caption font-medium text-foreground">
+          <CalendarCog aria-hidden className="size-4 shrink-0 text-muted-foreground" />
+          巡检草稿「{name}」<StatusBadge>未启用</StatusBadge>
+        </p>
+        <p className="mt-0.5 text-meta text-muted-foreground">到计划页检查目标、间隔和能力，确认后打开开关启用。</p>
+      </div>
+      <Button asChild size="sm" variant="outline">
+        <Link to={`${consolePath("schedules")}?job=${encodeURIComponent(jobId)}`}>检查并启用</Link>
+      </Button>
+    </div>
+  );
+}
+
 /** 回合开始的时间:前一条用户消息;第一轮是会话开始 */
 function turnSince(blocks: ConvBlock[], index: number, run: AgentRunView): string | null {
   const prev = blocks[index - 1];

apps/web/app/components/agent/agent-helpers.test.ts

@@ -1,6 +1,6 @@
 import type { AgentRunEvent } from "@umt/contracts";
 import { describe, expect, it } from "vitest";
-import { authDenial, isDenied, pairAudit, runPlanIds, toolSummary } from "./agent-conversation.tsx";
+import { authDenial, draftCheckOf, isDenied, pairAudit, runPlanIds, toolSummary } from "./agent-conversation.tsx";
 import { matchesHistory } from "./agent-session-list.tsx";
 import { contextFromPath, contextPrefix, shortGoalTitle, splitContextGoal } from "./agent-store.ts";
 import { isLongReport } from "./conversation-model.ts";
@@ -168,3 +168,17 @@ describe("shortGoalTitle(会话短标题)", () => {
     expect(t).toBe("调查待处理事项（下载失败）:下载异常：Dune.Part.Two");
   });
 });
+
+describe("起草巡检卡片", () => {
+  it("成功的 schedule.draft_check 取巡检 ID 与名称;失败 / 其它能力不出卡片", () => {
+    const out =
+      '{"jobId":"check.custom.1a2b3c4d","name":"失败下载日报","everyHours":24,"capabilities":["download.list"]';
+    expect(
+      draftCheckOf(call({ capabilityId: "schedule.draft_check", status: "succeeded", outputSummary: out })),
+    ).toEqual([{ jobId: "check.custom.1a2b3c4d", name: "失败下载日报" }]);
+    expect(draftCheckOf(call({ capabilityId: "schedule.draft_check", status: "failed", outputSummary: out }))).toEqual(
+      [],
+    );
+    expect(draftCheckOf(call({ capabilityId: "site.list", status: "succeeded", outputSummary: out }))).toEqual([]);
+  });
+});

apps/web/app/components/schedules/draft-check-dialog.tsx

@@ -0,0 +1,94 @@
+import { LoaderCircle, Sparkles } from "lucide-react";
+import { useState } from "react";
+import { useNavigate } from "react-router";
+import { toast } from "sonner";
+import { useCreateAgentRun } from "~/api/agent.ts";
+import { FormField } from "~/components/console/form-field.tsx";
+import { consolePath } from "~/components/console/nav.ts";
+import { Button } from "~/components/ui/button.tsx";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "~/components/ui/dialog.tsx";
+import { Textarea } from "~/components/ui/textarea.tsx";
+import { errorMessage } from "~/lib/api.ts";
+
+// 用对话起草巡检:用户一句话描述需求 → 发起智能体对话(起草巡检 Skill)→ 智能体建成未启用的巡检,
+// 对话里给「检查并启用」卡片,用户在计划页检查、修改后启用。
+
+const EXAMPLES = [
+  "每天早上 9 点前看看有没有失败或卡住的下载，有就写成待处理",
+  "每隔 6 小时检查一下站点登录有没有失效",
+  "每周汇报一次订阅追更情况和缺集",
+];
+
+export function DraftCheckDialog({ open, onOpenChange }: { open: boolean; onOpenChange: (o: boolean) => void }) {
+  const [text, setText] = useState("");
+  const create = useCreateAgentRun();
+  const navigate = useNavigate();
+  const submit = async () => {
+    const need = text.trim();
+    if (need.length < 4) return;
+    try {
+      const run = await create.mutateAsync({ goal: `帮我起草一个巡检：${need}` });
+      onOpenChange(false);
+      navigate(consolePath("agent", run.id));
+    } catch (err) {
+      toast.error(errorMessage(err, "发起对话失败"));
+    }
+  };
+  return (
+    <Dialog open={open} onOpenChange={(o) => !create.isPending && onOpenChange(o)}>
+      <DialogContent className="sm:max-w-lg">
+        <DialogHeader>
+          <DialogTitle>用对话起草巡检</DialogTitle>
+          <DialogDescription>
+            说说想定期检查什么、多久一次。智能体会建一个未启用的巡检，你检查后再启用。
+          </DialogDescription>
+        </DialogHeader>
+        <form
+          onSubmit={(e) => {
+            e.preventDefault();
+            void submit();
+          }}
+        >
+          <FormField label="需求" htmlFor="draft-need" required>
+            <Textarea
+              id="draft-need"
+              rows={4}
+              autoFocus
+              value={text}
+              placeholder={EXAMPLES[0]}
+              onChange={(e) => setText(e.target.value)}
+            />
+          </FormField>
+          <div className="mb-3 flex flex-wrap gap-1.5">
+            {EXAMPLES.map((x) => (
+              <button
+                key={x}
+                type="button"
+                onClick={() => setText(x)}
+                className="rounded-full border border-border/70 px-2.5 py-1 text-left text-meta text-muted-foreground transition-colors hover:border-foreground/40 hover:text-foreground"
+              >
+                {x}
+              </button>
+            ))}
+          </div>
+          <DialogFooter>
+            <Button type="button" variant="ghost" onClick={() => onOpenChange(false)} disabled={create.isPending}>
+              取消
+            </Button>
+            <Button type="submit" disabled={create.isPending || text.trim().length < 4}>
+              {create.isPending ? <LoaderCircle className="animate-spin" /> : <Sparkles />}
+              开始起草
+            </Button>
+          </DialogFooter>
+        </form>
+      </DialogContent>
+    </Dialog>
+  );
+}

apps/web/app/components/schedules/schedule-board.tsx

@@ -1,6 +1,6 @@
 import { useQueryClient } from "@tanstack/react-query";
 import { SCHEDULE_CHANGED_EVENT, type ScheduledJob } from "@umt/contracts";
-import { AlertTriangle, Bot, CalendarClock, Plus } from "lucide-react";
+import { AlertTriangle, Bot, CalendarClock, Plus, Sparkles } from "lucide-react";
 import { type ReactNode, useEffect, useRef, useState } from "react";
 import { useLocation } from "react-router";
 import { usePiUpstreamModels, usePiUpstreams } from "~/api/pi.ts";
@@ -14,6 +14,7 @@ import { useSse } from "~/lib/sse.ts";
 import { AgentCheckCard, type DefaultUpstream } from "./agent-check-card.tsx";
 import { AgentCheckDialog } from "./agent-check-dialog.tsx";
 import { AutoTaskList } from "./auto-task-list.tsx";
+import { DraftCheckDialog } from "./draft-check-dialog.tsx";
 import { formatUsd } from "./labels.ts";
 import { RunsSheet } from "./runs-sheet.tsx";
 
@@ -101,6 +102,7 @@ export function PlanBoard({ highlightJob }: { highlightJob?: string }) {
   const now = useNow();
   const { hash } = useLocation();
   const [editing, setEditing] = useState<{ job: ScheduledJob | null; key: number } | null>(null);
+  const [drafting, setDrafting] = useState(false);
   const [history, setHistory] = useState<ScheduledJob | null>(null);
 
   const data = board.data;
@@ -169,10 +171,16 @@ export function PlanBoard({ highlightJob }: { highlightJob?: string }) {
                   : "到点让智能体按目标检查并汇报。"
               }
               actions={
-                <Button size="sm" onClick={() => setEditing({ job: null, key: Date.now() })}>
-                  <Plus />
-                  新建巡检
-                </Button>
+                <>
+                  <Button size="sm" variant="outline" onClick={() => setDrafting(true)}>
+                    <Sparkles />
+                    用对话起草
+                  </Button>
+                  <Button size="sm" onClick={() => setEditing({ job: null, key: Date.now() })}>
+                    <Plus />
+                    新建巡检
+                  </Button>
+                </>
               }
             />
             {checks.length === 0 ? (
@@ -218,6 +226,7 @@ export function PlanBoard({ highlightJob }: { highlightJob?: string }) {
       {editing ? (
         <AgentCheckDialog key={editing.key} open job={editing.job} onOpenChange={(o) => !o && setEditing(null)} />
       ) : null}
+      {drafting ? <DraftCheckDialog open onOpenChange={setDrafting} /> : null}
       <RunsSheet job={history} onClose={() => setHistory(null)} />
     </>
   );