diff --git a/.codex/config.toml b/.codex/config.toml index 46196b0..7df832a 100644 --- a/.codex/config.toml +++ b/.codex/config.toml @@ -49,6 +49,9 @@ env_vars = ["TAVILY_API_KEY"] enabled = true required = false +[mcp_servers.tavily.tools.tavily_search] +approval_mode = "approve" + [mcp_servers.brave_search] command = "npx" args = ["-y", "@modelcontextprotocol/server-brave-search"] diff --git a/.opencode/skills/citation-manager/SKILL.md b/.opencode/skills/citation-manager/SKILL.md index 05c8008..47b6ab7 100644 --- a/.opencode/skills/citation-manager/SKILL.md +++ b/.opencode/skills/citation-manager/SKILL.md @@ -138,7 +138,32 @@ dr-reporter 从 sources.jsonl 生成参考文献列表时,按以下格式: --- -## 五、引用完整性检查(dr-chief-editor 用) +## 五、脚注使用边界 + +脚注不是行内引用的替代品,也不用于重复输入材料中已经被正文自然承载的事实。脚注只在以下场景使用: + +- **法规原文或条款定位**:正文需要引用法规要求,但完整条款会打断叙事时,脚注写明法规名称、章节/条款和关键原文。 +- **关键资料原文**:原文措辞本身会影响判断强度,且正文只保留管理结论时,脚注可放短摘录。 +- **补充背景或术语解释**:正文读者可能需要额外背景,但展开会破坏行文节奏。 +- **版权或使用限制说明**:图表、第三方材料、内部材料使用边界需要单独说明时。 + +禁止事项: + +- 不要把“某份输入材料说过什么”机械搬到脚注;这类事实应通过正文和数字引用解决。 +- 不要为每个本地材料引用都加脚注;脚注应少而精,优先服务关键判断。 +- 不要用脚注堆砌证据,核心证据仍应进入正文或证据表。 + +推荐格式: + +```markdown +正文关键判断[12]。[^1] + +[^1]: ICH Q10《Pharmaceutical Quality System》第 4.1 节要求管理评审输入覆盖“results of regulatory inspections and findings, audits and commitments”,并纳入 CAPA、变更以及上次管理评审行动。 +``` + +--- + +## 六、引用完整性检查(dr-chief-editor 用) 审校时检查: 1. 正文中所有 [src_xxx] 都在 sources.jsonl 里有对应记录 diff --git a/.opencode/skills/search-gateway/SKILL.md b/.opencode/skills/search-gateway/SKILL.md new file mode 100644 index 0000000..b8cf632 --- /dev/null +++ b/.opencode/skills/search-gateway/SKILL.md @@ -0,0 +1,62 @@ +--- +name: search-gateway +description: Use when Deep Research agents or subagents need web, scholar, patent, news, regulatory, or source-discovery search without using platform MCP tools or browser search directly. +--- + +# Search Gateway + +## Rule + +Use the project Python search gateway as the only default search interface. Do not call Tavily MCP, browser MCP, generic web tools, or platform-native search from a subagent unless the user explicitly asks for that escape hatch. + +## Commands + +Run searches from the repository root: + +```bash +uv run python scripts/search.py "" --route general --json --trace +uv run python scripts/search.py "" --route evidence --json --trace +uv run python scripts/search.py "" --route scholar --year-low 2020 --json --trace +uv run python scripts/search.py "" --route news --time-range y --json --trace +uv run python scripts/search.py "" --route patents --json --trace +uv run python scripts/search.py "" --profile biomed_literature --json --trace +``` + +If `uv` cannot use the user cache in a sandbox, set a local cache: + +```bash +UV_CACHE_DIR=/private/tmp/deep_research_uv_cache uv run python scripts/search.py "" --route general --json --trace +``` + +## Routing + +- `general`: Tavily first, Exa fallback, Brave fallback; use for broad discovery and gap filling. +- `evidence`: Exa highlights first, Tavily fallback, Brave fallback; use when a task card needs concise, source-level candidate evidence for an evidence packet. +- `scholar`: Serper Scholar first; use for papers, reviews, technical literature, and academic validation only. +- `news`: Serper News first; use for recent industry/current information. +- `patents`: Serper Google Patents first. +- `biomed_literature`: scholar plus general discovery. + +Serper is not the default general web search source. Keep it mainly for Scholar, Google Patents, News, and targeted `site:` searches where Google coverage matters. + +Tavily Research is a phase-level scan tool, not a packet-writing shortcut. Use it for Phase 1 initial landscape scans, Phase 2 gap-fill after a chapter is thin, or Phase 3回炉补证据;its output must be saved, source-scored, deduplicated, and converted into candidate evidence before citation. + +Exa is the preferred controlled evidence discovery route for agents because it can return short highlights/text per URL. Treat Exa hits as candidate sources unless the URL itself is an original Tier 1-2 source. + +API keys are loaded from `secrets.env` by `scripts/search.py`; do not ask the user to authorize MCP calls when the env keys are available. + +## Subagent Protocol + +For evidence packets: + +1. Search through `scripts/search.py`, save or summarize the returned JSON in the packet’s `raw_quotes_or_notes`. +2. Use search hits only as candidate sources; whenever possible, cite the original regulator, guideline, paper, or official document. +3. Put every used source in `sources` with `id`, `title`, `url`, `tier`, and `score`. +4. Do not write a final chapter during search; produce structured evidence only. +5. For repeatedly used Tier 1-2 sources, run `uv run python scripts/dr.py sources cache ` so later phases can cite a local Markdown snapshot rather than only a URL. + +For chapter assembly: + +1. Do not search. Use only `phase2/chapter_briefs`, `phase2/packets`, `phase2/sources.jsonl`, `phase0/extracted`, and `phase1/framework.md`. +2. Do not create new `source_id`. +3. If evidence is thin, mark the chapter as needing Phase 2 enrichment instead of filling with generic prose. diff --git a/.opencode/skills/search-strategy/SKILL.md b/.opencode/skills/search-strategy/SKILL.md index 9284b4d..e805437 100644 --- a/.opencode/skills/search-strategy/SKILL.md +++ b/.opencode/skills/search-strategy/SKILL.md @@ -75,10 +75,12 @@ description: 生物医药深度研究的统一检索策略。规定信源优先 - 例:研究"GLP-1 成为减重首选"→ 反方要搜 "GLP-1 limitations" "semaglutide side effects" "discontinuation rate" - 至少 3-5 条反方证据 -### 第 4 轮:Tavily/Brave/Exa 补漏 +### 第 4 轮:Exa/Tavily/Brave 补漏 - 仅用于发现前 3 轮遗漏的 URL - 发现后**必须**回溯到原始 Tier 1-2 来源(论文 DOI、监管公告原文) - 不得直接引用搜索返回的二次报道 +- 章节级 evidence packet 优先用 `scripts/search.py --route evidence`,让 Exa highlights 进入 source-quality 和 evidence-table。 +- Tavily Research 只用于 Phase 1 初扫、薄弱章节补证据和 Phase 3 回炉;输出必须存盘、评分、去重后再转成 candidate evidence。 --- @@ -88,6 +90,7 @@ description: 生物医药深度研究的统一检索策略。规定信源优先 ```bash uv run python scripts/search.py "" --route scholar --num-results 10 --year-low 2023 +uv run python scripts/search.py "" --route evidence --num-results 10 --json --trace uv run python scripts/search.py "" --route patents --num-results 10 uv run python scripts/search.py "" --route news --num-results 10 --time-range m uv run python scripts/search.py "" --route general --num-results 10 @@ -107,7 +110,7 @@ uv run python scripts/search.py "" --profile patent_heavy --num-results 1 - `--route patents` 固定优先 Serper + Google Patents,避免专利检索被 Tavily 普通网页结果替代。 - `--route scholar` 固定优先 Serper Scholar,避免论文检索只停留在通用网页摘要。 - 专用 route(scholar/patents/news)默认 `--strict-specialized`,Serper 异常时应显式失败,不允许静默降级。 -- Tavily / Exa / Brave 只作为 gap-fill 或 MCP 兜底,不作为文献/专利主路径。 +- Exa evidence route 是 packet 候选证据发现主路径;Tavily / Brave 只作为 gap-fill 或 MCP 兜底,不作为文献/专利主路径。 每个检索小结必须写明实际使用过的 route,例如: diff --git a/.opencode/templates/report-template.py b/.opencode/templates/report-template.py index 8b3e9a6..79ac097 100755 --- a/.opencode/templates/report-template.py +++ b/.opencode/templates/report-template.py @@ -49,7 +49,7 @@ try: Table, TableStyle, ) - from reportlab.platypus.flowables import HRFlowable + from reportlab.platypus.flowables import Flowable, HRFlowable except ImportError: print("ERROR: missing reportlab. Run: uv sync", file=sys.stderr) sys.exit(1) @@ -279,6 +279,23 @@ def build_styles() -> StyleSheet1: allowOrphans=0, )) + # Inline evidence footnotes placed by number_citations / finalization. + ss.add(ParagraphStyle( + name="evidence-footnote", + fontName="SrcSerif", + fontSize=7.4, + leading=10, + alignment=TA_JUSTIFY, + leftIndent=18, + firstLineIndent=-18, + spaceBefore=0, + spaceAfter=2, + textColor=colors.HexColor("#4b5563"), + wordWrap="CJK", + allowWidows=0, + allowOrphans=0, + )) + # Table cell - no first-line indent, smaller font, CJK wrap for auto line break ss.add(ParagraphStyle( name="table-cell", @@ -422,6 +439,23 @@ def build_styles() -> StyleSheet1: bulletIndent=8, )) + # Ordered list. Keep references flush-left; do not prepend decorative bullets. + ss.add(ParagraphStyle( + name="ordered", + fontName="SrcSerif", + fontSize=9, + leading=13, + alignment=TA_JUSTIFY, + firstLineIndent=0, + leftIndent=0, + spaceBefore=0, + spaceAfter=4, + textColor=colors.HexColor("#374151"), + wordWrap="CJK", + allowWidows=0, + allowOrphans=0, + )) + return ss @@ -436,6 +470,28 @@ class Block: meta: Optional[dict] = None +class FootnoteFlowable(Flowable): + """Zero-height anchor that registers a footnote for the current PDF page.""" + + def __init__(self, label: str, content: str): + super().__init__() + self.label = label + self.content = content + self.width = 0 + self.height = 0 + + def wrap(self, availWidth, availHeight): + return 0, 0 + + def draw(self): + page = self.canv.getPageNumber() + notes = getattr(self.canv, "_dr_footnotes", None) + if notes is None: + notes = {} + setattr(self.canv, "_dr_footnotes", notes) + notes.setdefault(page, []).append((self.label, self.content)) + + def parse_markdown(md_text: str) -> List[Block]: blocks: List[Block] = [] lines = md_text.split("\n") @@ -483,6 +539,17 @@ def parse_markdown(md_text: str) -> List[Block]: blocks.append(Block(kind="quote", content="\n".join(quote_lines))) continue + # Markdown footnote definition: [^1]: 原文摘录... + m = re.match(r"^\[\^([A-Za-z0-9_-]+)\]:\s*(.+)$", stripped) + if m: + blocks.append(Block( + kind="footnote", + content=m.group(2).strip(), + meta={"label": m.group(1)}, + )) + i += 1 + continue + # Unordered list if re.match(r"^[-*+]\s+", stripped): while i < len(lines) and re.match(r"^[-*+]\s+", lines[i].strip()): @@ -493,12 +560,12 @@ def parse_markdown(md_text: str) -> List[Block]: # Ordered list if re.match(r"^\d+\.\s+", stripped): - idx = 1 while i < len(lines) and re.match(r"^\d+\.\s+", lines[i].strip()): - item = re.sub(r"^\d+\.\s+", "", lines[i].strip()) - blocks.append(Block(kind="bullet", content=f"{idx}. {item}")) + m = re.match(r"^(\d+)\.\s+(.+)$", lines[i].strip()) + if not m: + break + blocks.append(Block(kind="ordered", content=f"{m.group(1)}. {m.group(2)}")) i += 1 - idx += 1 continue # Table @@ -518,6 +585,7 @@ def parse_markdown(md_text: str) -> List[Block]: while i < len(lines) and lines[i].strip() and not ( lines[i].strip().startswith(("#", ">", "-", "*", "+", "!")) or re.match(r"^\d+\.\s+", lines[i].strip()) + or re.match(r"^\[\^[A-Za-z0-9_-]+\]:", lines[i].strip()) or "|" in lines[i] ): para_lines.append(lines[i]) @@ -638,6 +706,17 @@ def md_inline_to_rl(text: str, *, add_cjk_space: bool = True) -> str: + ']', text, ) + text = re.sub( + r"(.*?)", + r"\1", + text, + flags=re.IGNORECASE, + ) + text = re.sub( + r"\[\^([A-Za-z0-9_-]+)\]", + lambda m: f"注{m.group(1)}", + text, + ) text = re.sub(r"\[([^\]]+)\]\(([^)]+)\)", r"\1", text) return text @@ -746,9 +825,27 @@ def make_page_decorator(manifest: Manifest): canvas.setLineWidth(0.5) canvas.line(2 * cm, A4[1] - 1.4 * cm, A4[0] - 2 * cm, A4[1] - 1.4 * cm) + # Page-bottom evidence footnotes. + notes = getattr(canvas, "_dr_footnotes", {}).get(doc.page, []) + if notes: + width = A4[0] - 4.4 * cm + x = 2.2 * cm + y = 3.45 * cm + canvas.setStrokeColor(colors.HexColor("#cbd5e1")) + canvas.setLineWidth(0.45) + canvas.line(x, y + 0.16 * cm, x + 6.8 * cm, y + 0.16 * cm) + footnote_style = build_styles()["evidence-footnote"] + for label, content in notes: + text = f"注{label}:{content}" + para = Paragraph(md_inline_to_rl(text), footnote_style) + _, h = para.wrap(width, 1.3 * cm) + y -= h + para.drawOn(canvas, x, y) + y -= 0.04 * cm + # Footer: page number centered canvas.setFont("SrcSans-Light", 8) - canvas.drawCentredString(A4[0] / 2, 1.2 * cm, f"— {doc.page} —") + canvas.drawCentredString(A4[0] / 2, 1.0 * cm, f"— {doc.page} —") canvas.restoreState() @@ -830,6 +927,8 @@ def collect_toc_entries(blocks: List[Block]) -> List[tuple[int, str]]: title = b.content.strip() if any(s in title.lower() for s in skip_titles_substr): continue + if b.kind == "h1" and not re.match(r"^第\s*\d+\s*章\b", title): + continue level = 1 if b.kind == "h1" else 2 entries.append((level, title)) return entries @@ -1196,8 +1295,13 @@ def _render_generic_block(block: Block, story: list, base_dir: Path, styles: Sty story.append(Paragraph(md_inline_to_rl(block.content), style)) elif block.kind == "quote": story.append(Paragraph(md_inline_to_rl(block.content), styles["quote"])) + elif block.kind == "footnote": + label = block.meta.get("label") if block.meta else "" + story.append(FootnoteFlowable(str(label), block.content)) elif block.kind == "bullet": story.append(Paragraph("• " + md_inline_to_rl(block.content), styles["bullet"])) + elif block.kind == "ordered": + story.append(Paragraph(md_inline_to_rl(block.content), styles["ordered"])) elif block.kind == "hr": story.append(Spacer(1, 0.3 * cm)) elif block.kind == "image": @@ -1349,6 +1453,11 @@ def build_body( front_sections[kind] = sec k = next_k + # If the markdown does not contain a TOC marker, still insert a generated TOC. + # This keeps PDF output stable when Phase 4 emits a clean markdown body. + if "toc" not in front_sections: + front_sections["toc"] = [Block(kind="h2", content="目录")] + # 前置件输出顺序(固定) front_order = [ "disclaimer", # 免责声明 @@ -1408,13 +1517,26 @@ def build_body( i = _skip_until_next_section(i + 1) continue - # 参考文献:自动生成 + # 参考文献:如果正文仍使用 [src_xxx],则从 sources.jsonl 自动生成; + # 如果正文已被 number_citations.py 转为数字编号,则保留 Markdown 内的编号清单。 if kind == "references": story.append(PageBreak()) - story.extend(build_references(blocks, sources_path, styles)) j = i + 1 - while j < n and blocks[j].kind == "p" and _REF_PLACEHOLDER_RE.search(blocks[j].content): - j += 1 + has_src_citations = bool(collect_cited_src_ids(blocks)) + has_ref_placeholder = ( + j < n and blocks[j].kind == "p" and _REF_PLACEHOLDER_RE.search(blocks[j].content) + ) + if has_src_citations or has_ref_placeholder: + story.extend(build_references(blocks, sources_path, styles)) + while j < n and blocks[j].kind not in ("h1", "h2"): + j += 1 + else: + story.append(Paragraph(md_inline_to_rl(block.content), styles["h1"])) + while j < n and blocks[j].kind not in ("h1", "h2"): + _render_generic_block(blocks[j], story, base_dir, styles, in_summary=False) + j += 1 + i = j + continue i = j continue @@ -1497,7 +1619,7 @@ def main(): leftMargin=2.2 * cm, rightMargin=2.2 * cm, topMargin=2 * cm, - bottomMargin=2 * cm, + bottomMargin=4.0 * cm, title=manifest.report_title, author=manifest.author, subject=manifest.type, @@ -1510,14 +1632,14 @@ def main(): id="cover", ) normal_frame = Frame( - 2.2 * cm, 2 * cm, - A4[0] - 4.4 * cm, A4[1] - 4 * cm, + 2.2 * cm, 4.0 * cm, + A4[0] - 4.4 * cm, A4[1] - 6.0 * cm, id="normal", ) decorator = make_page_decorator(manifest) doc.addPageTemplates([ PageTemplate(id="cover", frames=[cover_frame]), - PageTemplate(id="normal", frames=[normal_frame], onPage=decorator), + PageTemplate(id="normal", frames=[normal_frame], onPageEnd=decorator), ]) # Assemble story diff --git a/AGENTS.md b/AGENTS.md index d153314..70df8e5 100644 --- a/AGENTS.md +++ b/AGENTS.md @@ -193,6 +193,7 @@ uv run python scripts/dr.py methods list - 真实并发由 `scripts/runtime/workers.py` 的 worker pool 执行。 - 真实模型选择由 `configs/models.yaml` 和 `scripts/runtime/roles.py` 执行。 - 信息检索默认走 `scripts/search.py` / `SearchClient` / `search-gateway` skill;不得把 Tavily MCP、browser MCP 或平台 web search 作为默认路径,除非用户明确授权。 +- 搜索路由必须按任务类型选择:`evidence`=Exa highlights 受控证据发现,`fda/scholar/patents/news`=专用信源路径,`general`=宽泛发现和兜底;Tavily Research 只能作为阶段性 scan/enrichment/rework 输入,不能直接替代 evidence packet 或章节正文。 --- diff --git a/PLAN.md b/PLAN.md index afb60be..b24a338 100644 --- a/PLAN.md +++ b/PLAN.md @@ -701,3 +701,17 @@ OpenCode 的坑:如果只是在主会话里装样子地写"让 X agent 做", - `phase2/enrichment_rounds/roundXX/coverage_gap.json` 还未实现;下一步应先做 deterministic coverage evaluator,再让补充 task cards 从 gap 生成。 - Phase3 evaluator rubrics 仍是计划项;当前 deterministic review 已能抓部分 draft 质量问题,但还没有分维度评分与 finalize gate。 - DOCX/PPTX/图片批量 OCR、表格抽取、材料 source registry 仍放入后续资料导入增强。 + +- 2026-05-07 v0.20/v0.21-alpha search routing refinement:**Exa evidence discovery + Tavily Research 边界定锚** + + **设计结论**: + - Exa 更适合作为 Phase2 的受控 evidence discovery:优先返回 highlights/text,便于进入 source-quality、evidence-table 和 packet schema。 + - Tavily Research 更适合作为 Phase1 初扫、薄弱章节补证据、Phase3 回炉扫描;其综合报告不得直接替代 evidence packet 或章节正文。 + - Serper 继续承担 Scholar、Google Patents、News 与 Google-specific `site:` 检索;Brave 用于交叉验证和混合语种 fallback。 + + **已落地**: + - `scripts/search.py` 新增 `--route evidence` 与 `--exa-category`,profile 路由加入 `evidence`。 + - `scripts/lib/search_client.py` 新增 `SearchClient.evidence()`,优先调用 Exa highlights/text,失败后降级 Tavily/Brave。 + - `scripts/runtime/tasks.py` 把 `evidence` 纳入合法 search route,并更新主要 task axes 的默认路由。 + - `scripts/runtime/workers.py` 的 `ProjectSearchProvider` 支持 `evidence` route。 + - `skills/search-gateway`、`skills/search-strategy`、`docs/search-playbook.md`、`README.md`、`AGENTS.md` 同步记录搜索分工,避免后续又回到 Tavily MCP 或中文长句搜索。 diff --git a/README.md b/README.md index 67107d4..ce56fba 100644 --- a/README.md +++ b/README.md @@ -173,9 +173,12 @@ uv run python scripts/sprint5_regression.py ```bash uv run python scripts/search.py "dual-target RNAi 2024" --route scholar --year-low 2023 +uv run python scripts/search.py "FDA warning letter CAPA deviation change control pharmaceutical" --route evidence --json --trace uv run python scripts/search.py "dual-target siRNA GalNAc" --route patents ``` +v0.20 搜索分工:`evidence` 用 Exa highlights 做受控候选证据发现;`scholar/patents/news/fda` 保留专用路由;`general` 只做宽泛发现和兜底;Tavily Research 作为 Phase1 初扫、薄弱章节补证据和 Phase3 回炉工具,结果必须存盘、评分、去重后再进入 evidence packet。 + --- ## 项目结构 diff --git a/configs/models.yaml b/configs/models.yaml index 827a360..fb2c7a0 100644 --- a/configs/models.yaml +++ b/configs/models.yaml @@ -78,7 +78,7 @@ profiles: polish: anthropic/claude-sonnet-4.6 codex_native: - description: OpenAI-native profile for Codex adapter runs. + description: Deprecated/misleading name. These are OpenAI models through the external Python API client, not Codex App built-in models. roles: dr_plan: gpt-5.4 dr_pm: gpt-5.4 diff --git a/configs/research_methods.yaml b/configs/research_methods.yaml index 8e4792d..0e3a99f 100644 --- a/configs/research_methods.yaml +++ b/configs/research_methods.yaml @@ -16,6 +16,12 @@ methods: - patents - market - counter + integrated_lanes: + - literature evidence + - regulatory pathway + - patent/IP position + - market and competitor evidence + - counter-evidence and uncertainty framework_sections: - central_thesis - chapter_outline @@ -124,6 +130,13 @@ methods: - capa_roadmap - verification_evidence - counter + integrated_lanes: + - site audit and recap findings + - official regulatory and guideline baseline + - enforcement precedents and warning letters + - quality/manufacturing/operations gap analysis + - remediation actions, ownership, verification evidence + - counter-evidence and boundary conditions framework_sections: - material_evidence_map - regulatory_and_best_practice_baseline diff --git a/configs/search_profiles.yaml b/configs/search_profiles.yaml index 17fba6f..9f147b3 100644 --- a/configs/search_profiles.yaml +++ b/configs/search_profiles.yaml @@ -6,14 +6,16 @@ profiles: - "clinicaltrials" - "fda_ema_nmpa" - "serper_scholar" - - "tavily_exa_gap_fill" + - "exa_evidence_discovery" + - "tavily_research_scan_if_needed" patent_heavy: description: "IP landscape, freedom-to-operate, and process-route research." order: - "google_patents_via_serper" - "uspto_epo_cnipa" - "company_disclosures" - - "exa_tavily_family_discovery" + - "exa_family_discovery" + - "tavily_gap_fill" china_market: description: "China regulatory, company, supply-chain, and market research." order: @@ -21,6 +23,7 @@ profiles: - "exchange_disclosures" - "serper_brave_chinese" - "exa_company_pages" + - "exa_evidence_discovery" - "tavily_gap_fill" investment: description: "Public-company, market-size, and transaction-oriented research." @@ -29,15 +32,16 @@ profiles: - "consulting_and_database_reports" - "company_announcements" - "serper_news" + - "exa_evidence_discovery" - "tavily_gap_fill" apis: tavily: - best_for: ["initial_scan", "gap_fill", "llm_friendly_snippets"] + best_for: ["phase1_research_scan", "phase3_gap_fill", "llm_friendly_snippets"] evidence_role: "discovery_only_unless_original_source" exa: - best_for: ["company_pages", "terminology_check", "long_tail_professional_pages"] - evidence_role: "discovery_or_secondary" + best_for: ["evidence_discovery", "company_pages", "terminology_check", "long_tail_professional_pages", "agent_highlights"] + evidence_role: "candidate_source_until_scored" brave: best_for: ["cross_check", "counter_evidence", "mixed_language_search"] evidence_role: "discovery_only_unless_original_source" diff --git a/docs/search-playbook.md b/docs/search-playbook.md index 4bdebd1..74311a7 100644 --- a/docs/search-playbook.md +++ b/docs/search-playbook.md @@ -8,13 +8,14 @@ v0.12 起,默认搜索路径收敛到项目内 Python 网关: ```bash uv run python scripts/search.py "" --route scholar --num-results 10 --year-low 2023 +uv run python scripts/search.py "" --route evidence --num-results 10 --json --trace uv run python scripts/search.py "" --route patents --num-results 10 uv run python scripts/search.py "" --route news --num-results 10 --time-range m uv run python scripts/search.py "" --route general --num-results 10 uv run python scripts/ground.py "" --json ``` -其中 `scholar / patents / news` 默认走严格模式(Serper 失败不静默降级);需要容错时显式加 `--no-strict-specialized`。 +其中 `scholar / patents / news` 默认走严格模式(Serper 失败不静默降级);需要容错时显式加 `--no-strict-specialized`。`evidence` 是 v0.20.1 之后新增的受控证据发现路由,优先用 Exa highlights/text 为 evidence packet 提供候选来源。 MCP server 只作为交互式补漏和特殊工具能力,不作为文献、专利、新闻检索主路径。这样 OpenCode、Codex、Gemini CLI、Claude Code 都能复用同一套路由,减少每个平台单独配置 Tavily/Exa/Brave MCP 的依赖。 @@ -23,13 +24,14 @@ MCP server 只作为交互式补漏和特殊工具能力,不作为文献、专 ### Tavily - 优点:LLM 友好,摘要质量稳定,适合快速发现方向。 -- 用法:初扫、普通网页、报告线索、交叉补漏。 +- 用法:初扫、普通网页、报告线索、交叉补漏;`research()` 更适合 Phase 1 初步扫描、薄弱章节补证据、Phase 3 回炉。 - 风险:不能把普通网页当结论支撑,必须追溯原始来源。 +- 规则:Tavily Research 输出必须保存为过程文件,并经过 source-quality 评分、去重和 source_id 归一化;不要直接把 Tavily 的综合报告当作章节正文或最终证据。 ### Exa -- 优点:neural search,对官网、公司页、长尾专业内容召回好。 -- 用法:术语核查、公司/产品名纠错、专业网页发现。 +- 优点:neural/agent search,对官网、公司页、长尾专业内容召回好;highlights/text 适合喂给 agent 做证据筛选。 +- 用法:`scripts/search.py --route evidence`、术语核查、公司/产品名纠错、专业网页发现、章节证据补强。 - 风险:macOS 代理环境容易 TLS EOF,项目内 `SearchClient` 已使用 `trust_env=False` 绕开系统代理。 ### Brave @@ -71,13 +73,22 @@ MCP server 只作为交互式补漏和特殊工具能力,不作为文献、专 ## Recommended Profiles +## v0.20 Routing Decision + +- Phase 1 初步扫描:Tavily Research + Exa evidence,目标是形成假设、反证方向、章节任务切分。 +- Phase 2 evidence packet:优先 `fda/scholar/patents/news` 等专用路由;需要补充候选证据时用 `evidence`,不要只用 `general`。 +- Phase 3 回炉:按 critique 中的证据缺口定向调用 Tavily Research 或 Exa evidence,输出仍需进入 packet/schema。 +- General route:只做宽泛发现和兜底,不作为“默认最佳搜索”。 + +## Recommended Profiles + ### biomed_literature -PubMed / NCBI → ClinicalTrials → FDA/EMA/NMPA → `scripts/search.py --route scholar` → Tavily/Exa 补漏。 +PubMed / NCBI → ClinicalTrials → FDA/EMA/NMPA → `scripts/search.py --route scholar` → `scripts/search.py --route evidence` → Tavily/Brave 补漏。 ### patent_heavy -`scripts/search.py --route patents` → USPTO/EPO/CNIPA → 公司年报/招股书 → Tavily/Exa 补同族专利线索。 +`scripts/search.py --route patents` → USPTO/EPO/CNIPA → 公司年报/招股书 → Exa/Tavily 补同族专利线索。 ### china_market diff --git a/scripts/build_glossary.py b/scripts/build_glossary.py index 63fd13c..328b0bf 100644 --- a/scripts/build_glossary.py +++ b/scripts/build_glossary.py @@ -6,7 +6,7 @@ - 可选:--extra terms.txt(每行一个英文术语,补充进来一起核查) 流程(每个术语独立可并行): -1. 用 SearchClient(Exa > Tavily)搜一次(query = " ") +1. 用 SearchClient(Tavily > Exa > Brave)搜一次(query = " ") 2. 把 top 3-5 snippet 喂给 Haiku,让模型返回 {zh, en_full, confidence, issue} 3. 合并回 glossary,字段扩展: { diff --git a/scripts/build_report.py b/scripts/build_report.py index aa00024..0f9988c 100644 --- a/scripts/build_report.py +++ b/scripts/build_report.py @@ -243,6 +243,14 @@ def prepare_qmd( if end != -1: md_text = md_text[end + 4:].lstrip("\n") + # Quarto already renders the title from YAML; drop a duplicated leading H1. + md_text = re.sub( + rf"^#\s+{re.escape(title)}\s*\n+", + "", + md_text, + count=1, + ) + # Replace TOC placeholder md_text = re.sub( r"\[TOC will be generated.*?\]", @@ -276,13 +284,36 @@ def prepare_qmd( "\\usepackage{longtable}\n" "\\usepackage{booktabs}\n" "\\usepackage{array}\n" + "\\usepackage{xcolor}\n" + "\\usepackage{titlesec}\n" + "\\definecolor{DRBlue}{HTML}{1E3A8A}\n" + "\\definecolor{DRSlate}{HTML}{374151}\n" + "\\definecolor{DRMuted}{HTML}{6B7280}\n" # Use lscape instead of pdflscape to avoid \LS@makefcolumn recursion # which exhausts TeX param_size on large longtables. # lscape rotates content without changing page media box (reader must rotate). "\\usepackage{lscape}\n" "\\setlength{\\LTpre}{6pt}\n" "\\setlength{\\LTpost}{6pt}\n" - "\\setlength{\\tabcolsep}{3pt}\n", + "\\setlength{\\tabcolsep}{3pt}\n" + "\\linespread{1.18}\n" + "\\setlength{\\parindent}{2em}\n" + "\\setlength{\\parskip}{0.25em}\n" + "\\newcommand{\\sectionbreak}{\\clearpage}\n" + "\\titleformat{\\section}[display]\n" + " {\\centering\\Large\\bfseries\\sffamily\\color{DRBlue}}\n" + " {}{0pt}{}\n" + "\\titlespacing*{\\section}{0pt}{0pt}{1.1em}\n" + "\\titleformat{\\subsection}\n" + " {\\large\\bfseries\\sffamily\\color{DRBlue}}\n" + " {}{0pt}{}\n" + "\\titlespacing*{\\subsection}{0pt}{1.1em}{0.45em}\n" + "\\titleformat{\\subsubsection}\n" + " {\\normalsize\\bfseries\\sffamily\\color{DRSlate}}\n" + " {}{0pt}{}\n" + "\\titlespacing*{\\subsubsection}{0pt}{0.9em}{0.35em}\n" + "\\renewcommand{\\contentsname}{目录}\n" + "\\setcounter{tocdepth}{2}\n", encoding="utf-8", ) diff --git a/scripts/dr.py b/scripts/dr.py index 67f22ac..f2b43d6 100644 --- a/scripts/dr.py +++ b/scripts/dr.py @@ -30,11 +30,12 @@ from scripts.runtime.assembly import build_chapter_briefs, build_compressed_find from scripts.runtime.orchestrator import create_phase2_task_cards, write_placeholder_packets from scripts.runtime.methods import ResearchMethodRegistry from scripts.runtime.phase1 import create_project, render_framework, write_material_brief -from scripts.runtime.review import build_phase3_critique +from scripts.runtime.review import build_phase3_critique, build_phase3_model_critique from scripts.runtime.roles import resolve_runtime_profile +from scripts.runtime.source_cache import cache_sources from scripts.runtime.sources import rebuild_sources_from_packets from scripts.runtime.skills import SkillRegistry, default_adapter_skill_dirs -from scripts.runtime.tasks import TaskCard +from scripts.runtime.tasks import TaskCard, load_task_cards, validate_packet, write_task_cards from scripts.runtime.workers import run_packet_workers @@ -156,7 +157,12 @@ def cmd_frame(args: argparse.Namespace) -> int: print(f"Research method: {method.key}") print(f"Chapters: {args.chapters}") return 0 - path = render_framework(project_root, method_key=args.method, chapter_count=args.chapters) + path = render_framework( + project_root, + method_key=args.method, + chapter_count=args.chapters, + preserve_existing_outline=args.preserve_existing_outline, + ) print(f"Project: {project_root.name}") print(f"Wrote: {path.relative_to(project_root)}") print("Pause: review and approve the framework before Phase 2.") @@ -222,12 +228,62 @@ def cmd_research(args: argparse.Namespace) -> int: "Phase 1 is not approved. Review phase1/material_brief.md and phase1/framework.md, " "then run `uv run python scripts/dr.py approve ` or pass --force." ) - runtime = resolve_runtime_profile(profile=args.profile) - card_dicts = create_phase2_task_cards( - project_root, - axes=args.axis, - dry_run=args.dry_run, + if args.profile == "codex_native" and (args.execute_packets or args.assemble_chapters): + raise SystemExit( + "`codex_native` cannot be used for Python-core model execution: scripts/dr.py currently calls external " + "API clients, not Codex App built-in models. Use a clearly external profile such as `medium`, or run " + "Codex-native execution through the surface adapter/manual task workflow." + ) + runtime = resolve_runtime_profile( + profile=args.profile, + overrides=parse_model_overrides(args.model_override), ) + if args.append_task_cards: + generated = create_phase2_task_cards( + project_root, + axes=args.axis, + dry_run=True, + ) + existing_path = project_root / "phase2" / "task_cards.json" + existing_cards = load_task_cards(existing_path) if existing_path.exists() else [] + seen = {card.task_id for card in existing_cards} + appended_cards = [TaskCard(**item) for item in generated if item["task_id"] not in seen] + runnable_existing_cards: list[TaskCard] = [] + if args.execute_packets and args.axis: + axis_set = set(args.axis) + for card in existing_cards: + if card.topic_axis not in axis_set: + continue + packet_path = project_root / card.output_packet + try: + validate_packet(json.loads(packet_path.read_text(encoding="utf-8"))) + except Exception: + runnable_existing_cards.append(card) + merged_cards = [*existing_cards, *appended_cards] + if not args.dry_run: + write_task_cards(existing_path, merged_cards) + phase2 = manifest.setdefault("phase2", {}) + phase2.update( + { + "status": "in_progress", + "runtime": "python-core-v0.20", + "task_cards_path": "phase2/task_cards.json", + "task_cards_total": len(merged_cards), + "task_cards_appended": len(appended_cards), + "updated_at": datetime.now(timezone.utc).replace(microsecond=0).isoformat(), + } + ) + (project_root / "manifest.json").write_text( + json.dumps(manifest, ensure_ascii=False, indent=2) + "\n", + encoding="utf-8", + ) + card_dicts = [card.to_dict() for card in [*appended_cards, *runnable_existing_cards]] + else: + card_dicts = create_phase2_task_cards( + project_root, + axes=args.axis, + dry_run=args.dry_run, + ) if args.execute_packets and args.dry_run: raise SystemExit("--execute-packets cannot be combined with --dry-run") if args.assemble_chapters and args.dry_run: @@ -350,7 +406,9 @@ def cmd_run(args: argparse.Namespace) -> int: workers=args.workers, axis=None, profile=args.profile, + model_override=[], execute_packets=False, + append_task_cards=False, allow_search_fallback=False, build_briefs=False, assemble_chapters=False, @@ -362,7 +420,26 @@ def cmd_run(args: argparse.Namespace) -> int: def cmd_review(args: argparse.Namespace) -> int: project_root = resolve_project(args.project) - path = build_phase3_critique(project_root) + if args.model_review: + if args.dry_run: + print(f"Project: {project_root.name}") + print("Phase 3 model review plan:") + print(f" model: {args.model}") + print(" context: phase3/review_context_opus_4_7.md") + print(" output: phase3/critique.md") + return 0 + from scripts.lib.zenmux_client import ZenMuxClient, load_secrets + + load_secrets() + with ZenMuxClient(log_file=project_root / "phase3" / "logs" / "review.jsonl") as client: + path = build_phase3_model_critique( + project_root, + client=client, + model=args.model, + max_context_chars=args.max_context_chars, + ) + else: + path = build_phase3_critique(project_root) print(f"Project: {project_root.name}") print(f"Wrote: {path.relative_to(project_root)}") print("Pause: review critique before Phase 4.") @@ -482,12 +559,31 @@ def cmd_finalize(args: argparse.Namespace) -> int: roles = resolved["roles"] if not args.legacy_translate: + final_input = args.input + if args.number_citations and not args.dry_run: + rc = run_cmd( + [ + sys.executable, + str(REPO_ROOT / "scripts" / "number_citations.py"), + str(project_root), + "--input", + args.input, + "--output", + args.numbered_output, + ], + dry_run=False, + ) + if rc != 0: + return rc + final_input = args.numbered_output + elif args.number_citations: + final_input = args.numbered_output cmd: list[str] = [ sys.executable, str(REPO_ROOT / "scripts" / "build_report.py"), str(project_root), "--input", - args.input, + final_input, ] if args.report_engine: cmd += ["--engine", args.report_engine] @@ -497,6 +593,21 @@ def cmd_finalize(args: argparse.Namespace) -> int: cmd.append("--no-pdf") if args.dry_run: print("Chinese-native finalize plan:") + if args.number_citations: + print( + "$ " + + " ".join( + [ + sys.executable, + str(REPO_ROOT / "scripts" / "number_citations.py"), + str(project_root), + "--input", + args.input, + "--output", + args.numbered_output, + ] + ) + ) print("$ " + " ".join(cmd)) if args.polish: print( @@ -506,8 +617,8 @@ def cmd_finalize(args: argparse.Namespace) -> int: sys.executable, str(REPO_ROOT / "scripts" / "polish.py"), str(project_root), - "--input", - args.input, + "--source", + final_input, "--workers", str(args.polish_workers), "--model", @@ -522,8 +633,8 @@ def cmd_finalize(args: argparse.Namespace) -> int: sys.executable, str(REPO_ROOT / "scripts" / "polish.py"), str(project_root), - "--input", - args.input, + "--source", + final_input, "--workers", str(args.polish_workers), "--model", @@ -633,6 +744,30 @@ def cmd_models(args: argparse.Namespace) -> int: return 0 +def cmd_sources(args: argparse.Namespace) -> int: + project_root = resolve_project(args.project) + if args.sources_cmd == "cache": + if args.dry_run: + print(f"Project: {project_root.name}") + print(f"Would cache sources from: {args.sources}") + print(f"Important only: {not args.all}") + print(f"Limit: {args.limit}") + return 0 + results = cache_sources( + project_root, + sources_rel=args.sources, + important_only=not args.all, + limit=args.limit, + force=args.force, + ) + print(f"Project: {project_root.name}") + print(f"Cached source snapshots: {len(results)}") + print("Wrote: phase2/source_cache/md/*.md") + print("Updated: phase2/sources.jsonl") + return 0 + raise SystemExit(f"unknown sources command: {args.sources_cmd}") + + def cmd_apply_models(args: argparse.Namespace) -> int: cmd = [ sys.executable, @@ -672,6 +807,7 @@ def build_parser() -> argparse.ArgumentParser: frame.add_argument("project", help="Project slug or path") frame.add_argument("--method", help="Override research method key") frame.add_argument("--chapters", type=int, default=10) + frame.add_argument("--preserve-existing-outline", action="store_true", help="Keep current framework chapter titles and enrich Phase 1 planning") frame.add_argument("--dry-run", action="store_true") frame.set_defaults(func=cmd_frame) @@ -694,7 +830,9 @@ def build_parser() -> argparse.ArgumentParser: research.add_argument("--workers", type=int, default=6) research.add_argument("--axis", action="append", help="Restrict generated task axes; repeatable") research.add_argument("--profile", help="Model profile name from configs/models.yaml") + research.add_argument("--model-override", action="append", default=[], metavar="ROLE=MODEL", help="Override a role model for this run; repeatable") research.add_argument("--execute-packets", action="store_true", help="Call model workers to fill evidence packets") + research.add_argument("--append-task-cards", action="store_true", help="Append newly generated task cards instead of replacing phase2/task_cards.json") research.add_argument("--allow-search-fallback", action="store_true", help="Allow generic search fallback for specialized routes") research.add_argument("--build-briefs", action="store_true", help="Aggregate packets into chapter briefs") research.add_argument("--assemble-chapters", action="store_true", help="Call model workers to write Chinese chapter drafts") @@ -721,8 +859,12 @@ def build_parser() -> argparse.ArgumentParser: status.add_argument("project", nargs="?", help="Project slug or path") status.set_defaults(func=cmd_status) - review = sub.add_parser("review", help="Run deterministic Phase 3 review") + review = sub.add_parser("review", help="Run Phase 3 review") review.add_argument("project", help="Project slug or path") + review.add_argument("--model-review", action="store_true", help="Run independent model-based Phase 3 review") + review.add_argument("--model", default="zenmux-anthropic/claude-opus-4-7", help="Model for --model-review") + review.add_argument("--max-context-chars", type=int, default=650_000, help="Bounded context size for model review") + review.add_argument("--dry-run", action="store_true") review.set_defaults(func=cmd_review) prompt = sub.add_parser("prompt", help="Print a Codex command prompt template") @@ -745,6 +887,8 @@ def build_parser() -> argparse.ArgumentParser: finalize.add_argument("--input", default="phase4/final_zh.md", help="Chinese Markdown source for default v0.20 finalization") finalize.add_argument("--legacy-translate", action="store_true", help="Use legacy final_en -> translate -> polish pipeline") finalize.add_argument("--polish", action="store_true", help="Run optional Chinese polish step before rendering") + finalize.add_argument("--number-citations", action="store_true", help="Convert [src_xxx] citations to numeric references before rendering") + finalize.add_argument("--numbered-output", default="phase4/final_zh_numbered.md", help="Output path for numeric citation Markdown") finalize.add_argument("--report-engine", choices=["reportlab", "quarto"], default=None) finalize.add_argument("--no-docx", action="store_true") finalize.add_argument("--no-pdf", action="store_true") @@ -781,6 +925,17 @@ def build_parser() -> argparse.ArgumentParser: models.add_argument("--json", action="store_true", help="Emit JSON") models.set_defaults(func=cmd_models) + sources = sub.add_parser("sources", help="Manage source snapshots and source registry") + sources_sub = sources.add_subparsers(dest="sources_cmd", required=True) + sources_cache = sources_sub.add_parser("cache", help="Cache important sources as local Markdown snapshots") + sources_cache.add_argument("project", help="Project slug or path") + sources_cache.add_argument("--sources", default="phase2/sources.jsonl", help="Source registry path relative to project") + sources_cache.add_argument("--all", action="store_true", help="Cache all remote sources, not only important official/Tier 1 sources") + sources_cache.add_argument("--limit", type=int, help="Maximum sources to cache in this run") + sources_cache.add_argument("--force", action="store_true", help="Refetch even if cached_text_path already exists") + sources_cache.add_argument("--dry-run", action="store_true") + sources_cache.set_defaults(func=cmd_sources) + apply_models = sub.add_parser("apply-models", help="Apply profile to agent files") apply_models.add_argument("--profile", required=True, help="Profile name from configs/models.yaml") apply_models.add_argument("--target", choices=["opencode", "codex", "both"], default="both") diff --git a/scripts/lib/search_client.py b/scripts/lib/search_client.py index af38e7f..ce5c1f3 100644 --- a/scripts/lib/search_client.py +++ b/scripts/lib/search_client.py @@ -1,11 +1,12 @@ -"""通用搜索客户端(Serper / Exa / Tavily 路由)。 +"""通用搜索客户端(Tavily / Exa / Brave / Serper 路由)。 为 build_glossary.py 这类术语核查场景服务。 关键设计: - `trust_env=False` 绕开系统 socks 代理(Clash on macOS 配 socks5 时 httpx 会 TLS EOF) - 专利 / Scholar / News 优先 Serper,保证 Google Patents / Google Scholar 路径被真正调用 -- 通用网页 Exa 优先,Tavily fallback +- 通用网页 Tavily 优先,Exa/Brave fallback +- 证据发现 Exa 优先,用 highlights/text 摘录喂给 evidence packet - 遇到配额问题自动降级或返回 empty - 不做深度 crawl,只要摘要 """ @@ -47,13 +48,29 @@ class ExaClient: def __exit__(self, *_args: Any) -> None: self.close() - def search(self, query: str, *, num_results: int = 5) -> list[SearchHit]: + def search( + self, + query: str, + *, + num_results: int = 5, + search_type: str = "auto", + category: str | None = None, + use_highlights: bool = False, + max_characters: int = 800, + ) -> list[SearchHit]: body = { "query": query, "numResults": num_results, - "type": "auto", - "contents": {"text": {"maxCharacters": 800}}, + "type": search_type, + "contents": {"text": {"maxCharacters": max_characters}}, } + if category: + body["category"] = category + if use_highlights: + body["contents"]["highlights"] = { + "numSentences": 2, + "highlightsPerUrl": 3, + } r = self._client.post( "https://api.exa.ai/search", json=body, @@ -64,11 +81,15 @@ class ExaClient: data = r.json() out: list[SearchHit] = [] for item in data.get("results", [])[:num_results]: + highlights = item.get("highlights") or [] + text = item.get("text") or item.get("snippet") or "" + if highlights: + text = " | ".join(str(h).strip() for h in highlights if str(h).strip()) out.append( SearchHit( title=(item.get("title") or "")[:200], url=item.get("url") or "", - snippet=(item.get("text") or item.get("snippet") or "")[:600], + snippet=text[:1000], ) ) return out @@ -115,10 +136,51 @@ class TavilyClient: return out +class BraveClient: + def __init__(self, api_key: str | None = None, timeout: float = 30.0) -> None: + self.api_key = api_key or os.environ.get("BRAVE_API_KEY") + if not self.api_key: + raise SearchError("BRAVE_API_KEY not set") + self._client = httpx.Client(trust_env=False, timeout=timeout) + + def close(self) -> None: + self._client.close() + + def __enter__(self) -> "BraveClient": + return self + + def __exit__(self, *_args: Any) -> None: + self.close() + + def search(self, query: str, *, num_results: int = 5) -> list[SearchHit]: + r = self._client.get( + "https://api.search.brave.com/res/v1/web/search", + params={"q": query, "count": min(max(num_results, 1), 20)}, + headers={ + "X-Subscription-Token": self.api_key, + "Accept": "application/json", + }, + ) + if r.status_code != 200: + raise SearchError(f"Brave HTTP {r.status_code}: {r.text[:200]}") + data = r.json() + out: list[SearchHit] = [] + for item in (data.get("web") or {}).get("results", [])[:num_results]: + out.append( + SearchHit( + title=(item.get("title") or "")[:200], + url=item.get("url") or "", + snippet=(item.get("description") or "")[:600], + ) + ) + return out + + class SearchClient: """统一搜索门面,支持多路由: - - `search(query)`:通用网页搜索,优先 Exa → 降级 Tavily + - `search(query)`:通用网页搜索,优先 Tavily → Exa → Brave + - `evidence(query)`:证据发现,优先 Exa highlights → Tavily → Brave - `patents(query)`:专利检索,走 Serper(Google Patents);失败则通用搜索补刀 - `scholar(query)`:学术论文,走 Serper Scholar;失败则通用搜索补刀 - `news(query)`:新闻检索,走 Serper News;失败则通用搜索补刀 @@ -129,6 +191,7 @@ class SearchClient: def __init__(self, *, strict_specialized: bool = True) -> None: self._exa: ExaClient | None = None self._tavily: TavilyClient | None = None + self._brave: BraveClient | None = None self._serper = None # 惰性实例化 self.strict_specialized = strict_specialized try: @@ -139,9 +202,13 @@ class SearchClient: self._tavily = TavilyClient() except SearchError: pass + try: + self._brave = BraveClient() + except SearchError: + pass self._has_serper_key = bool(os.environ.get("SERPER_API_KEY") or os.environ.get("SERPAPI_KEY")) - if not (self._exa or self._tavily or self._has_serper_key): - raise SearchError("no search API key available: set SERPER_API_KEY, SERPAPI_KEY, EXA_API_KEY, or TAVILY_API_KEY") + if not (self._exa or self._tavily or self._brave or self._has_serper_key): + raise SearchError("no search API key available: set SERPER_API_KEY, SERPAPI_KEY, EXA_API_KEY, TAVILY_API_KEY, or BRAVE_API_KEY") def _get_serper(self): """惰性创建 SerperClient。没 key 时返回 None。""" @@ -161,6 +228,8 @@ class SearchClient: self._exa.close() if self._tavily: self._tavily.close() + if self._brave: + self._brave.close() if self._serper and self._serper is not False: self._serper.close() @@ -171,17 +240,60 @@ class SearchClient: self.close() def search(self, query: str, *, num_results: int = 5) -> list[SearchHit]: - """通用网页搜索。Exa 首选,Tavily 备选。""" + """通用网页搜索。Tavily 首选,Exa/Brave 备选。""" + if self._tavily: + try: + return self._tavily.search(query, num_results=num_results) + except SearchError: + pass if self._exa: try: return self._exa.search(query, num_results=num_results) except SearchError: pass + if self._brave: + try: + return self._brave.search(query, num_results=num_results) + except SearchError: + pass + return [] + + def evidence( + self, + query: str, + *, + num_results: int = 10, + category: str | None = None, + ) -> list[SearchHit]: + """Evidence discovery route. + + Exa is better suited for agent-facing evidence discovery because it can + return concise highlights/text per URL. Results are still candidate + sources only; downstream packets must score and trace important hits + back to original Tier 1-2 sources before making final claims. + """ + if self._exa: + try: + return self._exa.search( + query, + num_results=num_results, + search_type="auto", + category=category, + use_highlights=True, + max_characters=1200, + ) + except SearchError: + pass if self._tavily: try: return self._tavily.search(query, num_results=num_results) except SearchError: pass + if self._brave: + try: + return self._brave.search(query, num_results=num_results) + except SearchError: + pass return [] def patents(self, query: str, *, num_results: int = 10) -> list[SearchHit]: @@ -253,6 +365,49 @@ class SearchClient: raise SearchError("serper unavailable for news route; refusing silent fallback") return self.search(query, num_results=num_results) + def fda(self, query: str, *, num_results: int = 10) -> list[SearchHit]: + """FDA-focused discovery for warning letters and meeting records. + + FDA enforcement examples are often more useful for GMP remediation than + generic web pages, so this route biases discovery toward warning + letters, inspection/enforcement pages, and meeting materials/minutes. + """ + def fda_only(hits: list[SearchHit]) -> list[SearchHit]: + return [hit for hit in hits if "fda.gov" in (hit.url or "").lower()] + + focused_queries = [ + f'site:fda.gov "Warning Letter" GMP pharmaceutical {query}', + f'site:fda.gov/inspections-compliance-enforcement-and-criminal-investigations "Warning Letter" {query}', + f'site:fda.gov "meeting materials" "pharmaceutical quality" {query}', + f'site:fda.gov "meeting minutes" FDA pharmaceutical quality {query}', + ] + hits: list[SearchHit] = [] + seen: set[str] = set() + per_query = max(2, min(num_results, 4)) + for focused_query in focused_queries: + route_hits: list[SearchHit] = [] + serper = self._get_serper() + if serper: + try: + route_hits = [ + SearchHit(h.title, h.url, h.snippet) + for h in serper.search(focused_query, num_results=per_query) + ] + except Exception as exc: + if self.strict_specialized: + raise SearchError(f"serper FDA search failed: {exc}") from exc + if not route_hits and not self.strict_specialized: + route_hits = self.search(focused_query, num_results=per_query) + for hit in fda_only(route_hits): + key = hit.url or hit.title + if not key or key in seen: + continue + seen.add(key) + hits.append(hit) + if len(hits) >= num_results: + return hits + return hits + if __name__ == "__main__": from scripts.lib.zenmux_client import load_secrets diff --git a/scripts/number_citations.py b/scripts/number_citations.py new file mode 100644 index 0000000..4f91a3f --- /dev/null +++ b/scripts/number_citations.py @@ -0,0 +1,188 @@ +#!/usr/bin/env python3 +"""Convert Deep Research source IDs into numeric citations for final output.""" + +from __future__ import annotations + +import argparse +import json +import re +from pathlib import Path +from typing import Any + + +SRC_CITE_RE = re.compile(r"\[((?:src_[A-Za-z0-9_-]+)(?:\s*,\s*src_[A-Za-z0-9_-]+)*)\]") + + +def load_sources(path: Path) -> dict[str, dict[str, Any]]: + sources: dict[str, dict[str, Any]] = {} + if not path.exists(): + return sources + for line in path.read_text(encoding="utf-8").splitlines(): + if not line.strip(): + continue + try: + obj = json.loads(line) + except json.JSONDecodeError: + continue + sid = obj.get("id") or obj.get("source_id") + if sid: + sources[str(sid)] = obj + return sources + + +def extract_ordered_source_ids(text: str) -> list[str]: + ordered: list[str] = [] + seen: set[str] = set() + for match in SRC_CITE_RE.finditer(text): + for sid in [item.strip() for item in match.group(1).split(",")]: + if sid and sid not in seen: + seen.add(sid) + ordered.append(sid) + return ordered + + +def _canonical_source_key(sid: str, source: dict[str, Any] | None) -> str: + """Return a stable de-duplication key for a source record. + + Phase 2 often creates chapter-local source IDs for the same local PDF or + official guideline. Final references should cite the underlying source + once, while citation_map.json keeps the full src_id traceability. + """ + if not source: + return f"missing:{sid}" + title = re.sub(r"\s+", " ", str(source.get("title") or source.get("name") or sid)).strip().lower() + title = title.removesuffix(" ocr").removesuffix(".ocr").strip() + doi = str(source.get("doi") or "").strip().lower() + if doi: + return f"doi:{doi}" + path = str(source.get("path") or "").strip() + url = str(source.get("url") or "").strip() + if title and ("phase0/extracted/" in path or "phase0/extracted/" in url): + return f"local-material:{title}" + for field in ("url", "path"): + value = str(source.get(field) or "").strip() + if value: + return f"{field}:{value.rstrip('/').lower()}" + return f"title:{title or sid}" + + +def build_numeric_mapping( + ordered_ids: list[str], + sources: dict[str, dict[str, Any]], +) -> tuple[dict[str, int], list[dict[str, Any]]]: + mapping: dict[str, int] = {} + records: list[dict[str, Any]] = [] + seen_keys: dict[str, int] = {} + record_by_number: dict[int, dict[str, Any]] = {} + for sid in ordered_ids: + source = sources.get(sid) + key = _canonical_source_key(sid, source) + if key in seen_keys: + number = seen_keys[key] + mapping[sid] = number + record_by_number[number].setdefault("source_ids", []).append(sid) + continue + number = len(records) + 1 + seen_keys[key] = number + mapping[sid] = number + record = { + "number": number, + "source_id": sid, + "source_ids": [sid], + "source": source or {}, + "dedupe_key": key, + } + records.append(record) + record_by_number[number] = record + return mapping, records + + +def format_reference(number: int, sid: str, source: dict[str, Any] | None) -> str: + if not source: + return f"{number}. {sid}. (sources.jsonl 未找到该来源)" + authors = ", ".join(source.get("authors", [])) if source.get("authors") else "" + year = source.get("year") or source.get("date") or "" + title = source.get("title") or source.get("name") or sid + title = re.sub(r"(?i)(?:\s+OCR|\.ocr)$", "", str(title)).strip() + publisher = source.get("publisher") or source.get("venue") or source.get("source") or "" + url = source.get("url") or source.get("path") or "" + parts = [f"{number}. "] + if authors: + parts.append(f"{authors}. ") + if year: + parts.append(f"({year}). ") + parts.append(str(title)) + if publisher: + parts.append(f". {publisher}") + if url: + parts.append(f". {url}") + return "".join(parts) + + +def convert_citations(text: str, mapping: dict[str, int]) -> str: + def repl(match: re.Match[str]) -> str: + ids = [item.strip() for item in match.group(1).split(",") if item.strip()] + nums: list[str] = [] + seen: set[int] = set() + for sid in ids: + if sid not in mapping: + continue + number = mapping[sid] + if number in seen: + continue + seen.add(number) + nums.append(str(number)) + return "[" + ", ".join(nums) + "]" if nums else match.group(0) + + return SRC_CITE_RE.sub(repl, text) + + +def strip_existing_reference_section(text: str) -> str: + pattern = re.compile(r"\n##\s*(?:参考文献|参考来源清单|References)\s*\n.*\Z", re.S) + return pattern.sub("", text).rstrip() + "\n" + + +def number_citations( + *, + text: str, + sources: dict[str, dict[str, Any]], +) -> tuple[str, list[dict[str, Any]]]: + ordered_ids = extract_ordered_source_ids(text) + mapping, records = build_numeric_mapping(ordered_ids, sources) + body = convert_citations(strip_existing_reference_section(text), mapping).rstrip() + ref_lines = ["", "## 参考来源清单", ""] + for record in records: + ref_lines.append(format_reference(record["number"], record["source_id"], record["source"])) + return body + "\n" + "\n".join(ref_lines).rstrip() + "\n", records + + +def main() -> int: + parser = argparse.ArgumentParser(description="Convert [src_xxx] citations to numeric citations") + parser.add_argument("project", help="Project directory") + parser.add_argument("--input", default="phase4/final_zh.md") + parser.add_argument("--output", default="phase4/final_zh_numbered.md") + parser.add_argument("--sources", default="phase2/sources.jsonl") + parser.add_argument("--map", default="phase4/citation_map.json") + args = parser.parse_args() + + project = Path(args.project) + src_path = project / args.input + out_path = project / args.output + sources_path = project / args.sources + map_path = project / args.map + if not src_path.exists(): + raise SystemExit(f"input not found: {src_path}") + sources = load_sources(sources_path) + numbered, records = number_citations(text=src_path.read_text(encoding="utf-8"), sources=sources) + out_path.parent.mkdir(parents=True, exist_ok=True) + out_path.write_text(numbered, encoding="utf-8") + map_path.parent.mkdir(parents=True, exist_ok=True) + map_path.write_text(json.dumps(records, ensure_ascii=False, indent=2) + "\n", encoding="utf-8") + print(f"Wrote: {out_path.relative_to(project)}") + print(f"Wrote: {map_path.relative_to(project)}") + print(f"Citations: {len(records)}") + return 0 + + +if __name__ == "__main__": + raise SystemExit(main()) diff --git a/scripts/polish.py b/scripts/polish.py index 37d83a2..afc2656 100644 --- a/scripts/polish.py +++ b/scripts/polish.py @@ -33,6 +33,7 @@ from scripts.lib.markdown_chunker import ( split_by_headers, ) from scripts.lib.zenmux_client import ZenMuxClient, ZenMuxError, load_secrets +from scripts.runtime.skills import SkillRegistry DEFAULT_MODEL = "anthropic/claude-sonnet-4.6" MODEL_MAX_TOKENS = { @@ -43,6 +44,16 @@ MODEL_MAX_TOKENS = { "anthropic/claude-haiku-4.5": 16000, } PROMPT_FILE = Path(__file__).parent / "prompts" / "polish_system.txt" +POLISH_SKILLS = ("humanizer-cn", "output-hygiene") + + +def build_polish_system_prompt(skill_registry: SkillRegistry | None = None) -> str: + """Build the Phase 4 polish prompt with canonical writing skills attached.""" + registry = skill_registry or SkillRegistry() + parts = [PROMPT_FILE.read_text(encoding="utf-8").rstrip()] + for skill_name in POLISH_SKILLS: + parts.append(f"# Skill: {skill_name}\n\n{registry.read(skill_name).rstrip()}") + return "\n\n".join(parts) + "\n" def resolve_project(arg: str) -> Path: @@ -163,7 +174,7 @@ def main() -> int: log_file = logs_dir / "polish.jsonl" notes_file = project_root / "phase4" / "polish_notes.jsonl" - system_prompt = PROMPT_FILE.read_text(encoding="utf-8") + system_prompt = build_polish_system_prompt() text = src_path.read_text(encoding="utf-8") blocks = split_by_headers(text, max_level=2) diff --git a/scripts/runtime/assembly.py b/scripts/runtime/assembly.py index 4bf9e40..6e6a2e7 100644 --- a/scripts/runtime/assembly.py +++ b/scripts/runtime/assembly.py @@ -91,34 +91,82 @@ def _chapter_title_from_id(chapter_id: str) -> str: return chapter_id +def _load_source_registry(sources_path: Path, source_ids: list[str]) -> list[dict]: + wanted = set(source_ids) + if not sources_path.exists() or not wanted: + return [] + rows: list[dict] = [] + for line in sources_path.read_text(encoding="utf-8").splitlines(): + if not line.strip(): + continue + try: + row = json.loads(line) + except json.JSONDecodeError: + continue + if row.get("id") in wanted: + rows.append(row) + return rows + + +def _cached_source_excerpts(project_root: Path, cached_paths: list[str], *, max_sources: int = 5, max_chars: int = 1400) -> list[dict]: + excerpts: list[dict] = [] + for rel in cached_paths[:max_sources]: + path = project_root / rel + if not path.exists(): + continue + text = path.read_text(encoding="utf-8", errors="ignore").strip() + excerpts.append({"path": rel, "excerpt": text[:max_chars]}) + return excerpts + + def build_chapter_briefs(project_root: Path) -> list[dict]: cards = load_task_cards(project_root / "phase2" / "task_cards.json") grouped: dict[str, list[tuple[str, dict]]] = {} + skipped_packets: list[dict[str, str]] = [] for card in cards: packet_path = project_root / card.output_packet if not packet_path.exists(): + skipped_packets.append({"task_id": card.task_id, "reason": "packet file missing"}) continue packet = json.loads(packet_path.read_text(encoding="utf-8")) - validate_packet(packet) + try: + validate_packet(packet) + except Exception as exc: + skipped_packets.append({"task_id": card.task_id, "reason": str(exc)}) + continue for chapter_id in card.chapter_ids: grouped.setdefault(chapter_id, []).append((card.task_id, packet)) briefs: list[dict] = [] out_dir = project_root / "phase2" / "chapter_briefs" out_dir.mkdir(parents=True, exist_ok=True) + if skipped_packets: + (project_root / "phase2" / "brief_warnings.json").write_text( + json.dumps(skipped_packets, ensure_ascii=False, indent=2) + "\n", + encoding="utf-8", + ) for chapter_id in sorted(grouped): - packet_pairs = sorted(grouped[chapter_id], key=lambda item: item[0]) + packet_pairs = grouped[chapter_id] packet_ids = [item[0] for item in packet_pairs] packets = [item[1] for item in packet_pairs] source_ids = sorted({sid for packet in packets for sid in packet.get("source_ids", [])}) + source_registry = _load_source_registry(project_root / "phase2" / "sources.jsonl", source_ids) + cached_paths = [ + source["cached_text_path"] + for source in source_registry + if source.get("cached_text_path") + ] + chapter_title = next((card.chapter_title for card in cards if chapter_id in card.chapter_ids and card.chapter_title), None) brief = { "chapter_id": chapter_id, - "chapter_title": _chapter_title_from_id(chapter_id), + "chapter_title": chapter_title or _chapter_title_from_id(chapter_id), "packet_ids": packet_ids, "core_claims": [claim for packet in packets for claim in packet.get("claims", [])], "evidence_items": [item for packet in packets for item in packet.get("evidence_items", [])], "counter_evidence": [item for packet in packets for item in packet.get("counter_evidence", [])], "source_ids": source_ids, + "cached_source_paths": cached_paths, + "cached_source_excerpts": _cached_source_excerpts(project_root, cached_paths), "open_questions": [q for packet in packets for q in packet.get("open_questions", [])], "assembly_notes": [ "用中文写正式章节,英文仅保留在必要的来源标题、原文摘录、DOI/URL 中。", @@ -190,6 +238,8 @@ def build_compressed_findings(project_root: Path) -> list[dict]: ], "counter_evidence": brief["counter_evidence"], "source_ids": brief["source_ids"], + "cached_source_paths": brief.get("cached_source_paths", []), + "cached_source_excerpts": brief.get("cached_source_excerpts", []), "open_questions": brief["open_questions"], "writing_plan": [ "先写本章判断,不按 packet 顺序堆砌。", @@ -211,6 +261,7 @@ def build_chapter_user_prompt(brief: dict) -> str: "请根据以下 compressed finding / chapter brief 写一章正式中文 Markdown 正文。\n" "目标是形成一个完整章节,而不是 packet 摘要。避免碎片化,按金字塔结构组织:章首先给结论,再用证据支撑。\n" "要求:标题必须是观点型判断;每个数字和事实保留 [src_xxx];纳入反方证据;不要出现调度元数据。\n" + "如 brief 中包含 cached_source_paths,说明这些是已抓取到本地的核心一手/权威信源快照;优先使用 packet 已摘录的原文,并在证据不足时标记需要从本地快照补摘录,不要重新联网检索。\n" "禁止写空泛咨询腔。每个二级小节都必须至少落下 2 个具体审计发现、法规要求、SOP/记录/参数/现场观察或整改证据;不要只写原则。\n" "正文末尾必须增加“证据落点与待补证据”小节,用表格列出:关键判断、已使用证据 source_id、已落地整改动作、仍缺证据。若证据不足,直接标注需回炉 Phase 2,不要用泛泛表述补齐。\n" "只输出 Markdown,不要输出解释。\n\n" @@ -238,6 +289,7 @@ class ChapterAssemblyWorker: except FileNotFoundError: skill_texts.append(f"# Skill: {name}\n\n[missing skill: {name}]") return ( + f"{self.role.identity}\n\n" "你是 Deep Research v0.20 的中文章节组装 worker。\n" "你的职责是把结构化证据包收束成连贯章节,解决并发研究造成的碎片化。\n" "不得编造来源,不得删除关键反方证据。\n\n" diff --git a/scripts/runtime/methods.py b/scripts/runtime/methods.py index 6d5c1fc..c845f4c 100644 --- a/scripts/runtime/methods.py +++ b/scripts/runtime/methods.py @@ -21,6 +21,7 @@ class ResearchMethod: structure_principle: str task_axes: list[str] framework_sections: list[str] + integrated_lanes: list[str] class ResearchMethodRegistry: @@ -56,5 +57,5 @@ class ResearchMethodRegistry: structure_principle=item.get("structure_principle", ""), task_axes=list(item.get("task_axes") or []), framework_sections=list(item.get("framework_sections") or []), + integrated_lanes=list(item.get("integrated_lanes") or item.get("task_axes") or []), ) - diff --git a/scripts/runtime/orchestrator.py b/scripts/runtime/orchestrator.py index 8e622c9..7270eb9 100644 --- a/scripts/runtime/orchestrator.py +++ b/scripts/runtime/orchestrator.py @@ -32,6 +32,15 @@ def create_phase2_task_cards( framework_text = framework.read_text(encoding="utf-8") if research_brief_path.exists(): research_brief = json.loads(research_brief_path.read_text(encoding="utf-8")) + if not research_brief.get("materials"): + material_inventory = load_manifest(project_root).get("material_inventory") or [] + materials = [] + for item in material_inventory: + rel = item.get("ocr_extracted_to") or item.get("extracted_to") or item.get("copied_to") + if rel: + materials.append({"path": rel, "role": "input_material"}) + if materials: + research_brief["materials"] = materials cards = generate_task_cards_from_research_brief( project_root.name, framework_text, diff --git a/scripts/runtime/phase1.py b/scripts/runtime/phase1.py index 56c9fed..88909bd 100644 --- a/scripts/runtime/phase1.py +++ b/scripts/runtime/phase1.py @@ -192,10 +192,10 @@ def write_material_brief( def _axis_prompt_brief(axis: str, method: ResearchMethod) -> str: prompts = { "input_material_findings": "从用户材料中提取现场事实、审计发现、复盘记录和内部答复,并标注原始材料位置。", - "nmpa_fda_ema_ich_who_baseline": "把 NMPA、FDA、EMA、ICH、WHO、药典或 Annex 1 等要求转化为可核验的法规基线。", - "quality_system_gap": "把现场发现映射到质量体系流程缺口,覆盖偏差、变更、CAPA、文件、培训和数据完整性。", - "manufacturing_process_risk": "围绕生产工艺、设施、公用系统、CPP/CQA、验证和无菌保障识别系统性风险。", - "operations_management_gap": "诊断运营管理、跨部门协同、会议机制、指标体系和交付节奏的结构性问题。", + "nmpa_fda_ema_ich_who_baseline": "把 NMPA、FDA、EMA、ICH、WHO、药典或 Annex 1 等要求转化为可核验的法规基线,并纳入 FDA warning letters 与会议材料作为执法尺度参照。", + "quality_system_gap": "把现场发现映射到质量体系流程缺口,覆盖偏差、变更、CAPA、文件、培训和数据完整性;优先检索 FDA warning letters 中同类缺陷的执法表述。", + "manufacturing_process_risk": "围绕生产工艺、设施、公用系统、CPP/CQA、验证和无菌保障识别系统性风险,并用 FDA warning letters / inspection enforcement examples 校准严重度。", + "operations_management_gap": "诊断运营管理、跨部门协同、会议机制、指标体系和交付节奏的结构性问题,并参考 FDA 会议纪要/meeting materials 中对质量治理的关注点。", "team_capability": "识别人员能力、岗位职责、质量文化和管理梯队方面的缺口与建设路径。", "capa_roadmap": "把差距转化为短中长期 CAPA 组合,要求绑定 owner、期限、优先级、关闭证据和复核机制。", "verification_evidence": "定义整改完成后可被审计接受的验证证据,包括记录、报告、趋势和管理评审输入。", @@ -213,13 +213,366 @@ def _material_paths(manifest: dict[str, Any]) -> list[dict[str, str]]: return materials +def _keywords_from_title(title: str) -> list[str]: + english = re.findall(r"[A-Za-z][A-Za-z0-9/+-]{1,}", title) + chinese_parts = re.split(r"[,,、;;::\s]+|和|与|及|的|在|为|从|来自|集中|决定|需要|形成|成为|不是|而是", title) + domain_terms = [ + "审计", + "商业化", + "阶段门", + "风险", + "法规", + "欧盟", + "NMPA", + "GMP", + "ICH", + "无菌", + "RABS", + "First Air", + "APS", + "灯检", + "隧道", + "原液", + "WFI", + "SCADA", + "EMS", + "CPP", + "CQA", + "PPQ", + "清洁验证", + "偏差", + "变更", + "CAPA", + "数据完整性", + "人员", + "培训", + "质量文化", + "运营", + "跨部门", + "指标", + "团队", + "CDMO", + "整改", + "owner", + ] + title_terms = [term for term in domain_terms if term in title] + keywords = [item.strip() for item in [*english, *title_terms, *chinese_parts] if len(item.strip()) >= 2] + seen: set[str] = set() + unique: list[str] = [] + for keyword in keywords: + if keyword not in seen: + seen.add(keyword) + unique.append(keyword) + return unique[:12] + + +def _material_lines_for_chapter(project_root: Path, manifest: dict[str, Any], title: str, *, limit: int = 4) -> list[str]: + keywords = _keywords_from_title(title) + candidates: list[tuple[int, int, str]] = [] + order = 0 + for item in manifest.get("material_inventory") or []: + rel = item.get("ocr_extracted_to") or item.get("extracted_to") + if not rel: + continue + path = project_root / rel + if not path.exists(): + continue + for raw in path.read_text(encoding="utf-8").splitlines(): + line = raw.strip() + if len(line) < 8 or len(line) > 220: + continue + if line.startswith("#") or line.startswith("- source_path:") or line.startswith("- extracted_at:"): + continue + if "OCR Material:" in line: + continue + if re.match(r"^(审计对象|审计执行方|审计执行人|审计时间)[::]", line): + continue + score = sum(1 for keyword in keywords if keyword and keyword in line) + if score: + order += 1 + candidates.append((score, order, f"{rel}:{line}")) + candidates.sort(key=lambda item: (-item[0], item[1])) + return [line for _, _, line in candidates[:limit]] + + +def _minimum_evidence_for_method(method: ResearchMethod) -> dict[str, Any]: + if method.key == "gmp_quality_operations_diagnosis": + return { + "local_material_quotes": 2, + "official_regulatory_or_guideline_sources": 2, + "enforcement_or_best_practice_precedents": 1, + "counter_evidence_or_boundary_conditions": 1, + "actionable_remediation_items": 3, + } + return { + "high_quality_sources": 4, + "tier_1_2_sources": 2, + "counter_evidence_or_boundary_conditions": 1, + "decision_relevant_implications": 2, + } + + +def _central_thesis(manifest: dict[str, Any], method: ResearchMethod) -> str: + topic = manifest.get("topic") or manifest.get("report_title") or "本研究主题" + if method.key == "gmp_quality_operations_diagnosis": + return ( + f"初始主判断:{topic} 不应只按审计风险项数量来评价,而应从商业化 readiness、" + "质量体系运行成熟度、生产工艺证据链和运营协同能力四条线同时诊断。Phase 2 必须用" + "现场材料原文、官方法规/指南、执法案例或标杆实践来证明、修正或推翻这一判断。" + ) + return ( + f"初始主判断:{topic} 需要先形成可被证据推翻的观点型框架,再由 Phase 2 按方法论证据线" + "逐项求证;不能把并发检索结果直接堆砌成报告。" + ) + + +def _strategy_for_chapter(title: str, method: ResearchMethod) -> dict[str, Any]: + """Return non-tautological Phase 1 strategy text for a chapter title.""" + if method.key != "gmp_quality_operations_diagnosis": + return { + "core_question": f"本章需要判断:在什么证据条件下“{title}”成立,它会怎样改变最终决策?", + "bold_hypothesis": f"初始假设不是复述标题,而是预判“{title}”背后存在一个可被验证的因果机制;Phase 2 需要找证据支持、修正或推翻这个机制。", + "writing_claim": f"本章要把“{title}”写成一个可被证据检验的判断,而不是资料综述。", + "counter_evidence": [ + "是否存在更简单的替代解释,能削弱本章主判断?", + "关键证据是否只来自单一来源或利益相关来源?", + "是否有反例显示本章判断只适用于部分场景?", + ], + } + + strategies = [ + ( + ("审计", "阶段门"), + { + "core_question": "审计报告的低/中风险项计数,是否低估了白帆从临床/受托生产走向商业化标准时需要跨过的阶段门?", + "bold_hypothesis": "初始假设:白帆的硬件和文件基础总体可用,但审计材料暴露的是商业化 readiness 缺口,而不是简单的若干孤立缺陷;Phase 2 应验证这些缺口是否集中在无菌保障、工艺验证、质量闭环和运营节奏。", + "writing_claim": "本章要先把“风险项清单”翻译成管理层可决策的阶段门地图,说明哪些问题影响商业化放行、客户审计和技术转移节奏。", + "counter_evidence": [ + "是否已有整改证据证明这些问题只是审计时点的临时缺口?", + "低/中风险评级是否足以说明商业化阶段门影响有限?", + "审计范围有限是否导致本章不能外推到整体体系成熟度?", + ], + }, + ), + ( + ("法规", "欧盟", "NMPA", "ICH"), + { + "core_question": "如果按 EU Annex 1、NMPA GMP、ICH Q9/Q10 以及 FDA 执法尺度校准,哪些现场发现的严重度和整改优先级会发生变化?", + "bold_hypothesis": "初始假设:白帆按国内 GMP 逻辑已具备基础合规框架,但若以欧盟无菌标准和质量风险管理要求衡量,部分“低风险/建议项”会转化为体系成熟度缺口。", + "writing_claim": "本章要建立后文共用的法规基线,避免整改优先级只跟随原审计评级,而忽略国际化和商业化标准。", + "counter_evidence": [ + "相关国际标准是否并不适用于当前产品阶段或委托生产边界?", + "NMPA 与欧盟/美国要求之间是否存在可接受差异?", + "是否有企业内部标准已经覆盖但审计材料未呈现?", + ], + }, + ), + ( + ("无菌", "RABS", "First Air", "APS", "灯检"), + { + "core_question": "制剂线的主要无菌风险,是硬件布局不足,还是人员干预、首次气流保护、APS 覆盖和灯检标准执行证据不足?", + "bold_hypothesis": "初始假设:白帆制剂车间硬件基础并非主要短板,真正风险在于关键无菌行为和模拟验证是否能持续证明受控;Phase 2 应重点查 First Air、RABS 干预、APS 场景设计和灯检阳性样品管理。", + "writing_claim": "本章要把无菌保障从“设施看起来合规”推进到“关键操作和验证证据可被审计接受”。", + "counter_evidence": [ + "现场是否已有完整视频复核、APS 覆盖和再培训有效性证据?", + "观察到的无菌动作问题是否只是个别人员或单次拍摄偏差?", + "灯检和 RABS 风险是否已有 SOP、趋势和复核记录闭环?", + ], + }, + ), + ( + ("原液", "WFI", "SCADA", "EMS"), + { + "core_question": "原液和公用系统的风险是否被一次性封闭工艺掩盖,真正缺口在 WFI、SCADA/EMS、离线记录和异常升级证据链?", + "bold_hypothesis": "初始假设:一次性反应器和封闭转移降低了暴露风险,但不能自动证明系统受控;Phase 2 应验证 WFI 冷却回流、环境/压差报警、SCADA 数据和离线检测记录是否形成完整证据链。", + "writing_claim": "本章要说明原液与公用系统不是“硬件先进即可”,而是要证明关键状态、报警、数据和异常处理持续受控。", + "counter_evidence": [ + "WFI、SCADA/EMS 和离线记录是否已有验证报告与趋势复核?", + "一次性系统是否已经充分降低共线和交叉污染风险?", + "被指出的公用系统风险是否只是设计建议而非实际偏差?", + ], + }, + ), + ( + ("工艺", "CPP", "CQA", "PPQ", "清洁验证"), + { + "core_question": "现有 IND 阶段工艺规程和批记录,距离商业化 PPQ、控制策略和清洁验证所需证据还差在哪里?", + "bold_hypothesis": "初始假设:白帆目前的工艺文件足以支撑临床阶段执行,但不足以支撑商业化批记录、CPP/CQA 控制、PPQ 和清洁验证闭环;Phase 2 应查明哪些字段、参数和验证证据必须前置补齐。", + "writing_claim": "本章要把技术转移风险具体化为文件、参数、验证和批记录的硬门槛。", + "counter_evidence": [ + "是否已有商业化模板、控制策略或 PPQ 草案未体现在审计材料中?", + "当前项目阶段是否尚不需要完整商业化批记录要求?", + "清洁验证和工艺验证是否已有主计划覆盖?", + ], + }, + ), + ( + ("偏差", "变更", "CAPA", "数据完整性"), + { + "core_question": "白帆的问题是没有质量流程,还是流程之间的事件分类、升级、CAPA 有效性和数据完整性尚未形成运行闭环?", + "bold_hypothesis": "初始假设:白帆已有偏差、变更和 CAPA 的流程框架,但事件何时启动偏差、何时作为变更、如何证明 CAPA 有效,以及电子/纸质数据如何贯通,仍存在运行机制缺口。", + "writing_claim": "本章要把质量体系从“有 SOP”推进到“事件能被正确分类、调查、纠正、验证并趋势复核”。", + "counter_evidence": [ + "是否有趋势分析、管理评审和 CAPA effectiveness check 证明体系已经闭环?", + "个别事件分类问题是否不足以代表体系性缺口?", + "电子系统和纸质记录之间是否已有数据完整性控制?", + ], + }, + ), + ( + ("人员", "培训", "质量文化"), + { + "core_question": "培训记录齐全是否真的转化为一线无菌行为、偏差判断和质量风险意识?哪些证据能证明培训有效?", + "bold_hypothesis": "初始假设:白帆不缺培训台账,缺的是把培训结果转化为现场行为的一致性证据;如果 First Air、干预动作、事件判断和灯检执行仍需反复提醒,问题就不是“再培训一次”,而是培训有效性确认和质量文化运行机制不足。", + "writing_claim": "本章要把人员问题从“有没有培训”改写为“培训是否改变行为、降低风险、形成可复核证据”。", + "counter_evidence": [ + "现场抽问、资格确认和再培训记录是否已证明人员理解到位?", + "被观察到的行为问题是否只发生在少数岗位或单次演示?", + "是否有岗位胜任力矩阵、年度复评和行为观察数据支撑人员能力?", + ], + }, + ), + ( + ("运营", "跨部门", "指标", "review"), + { + "core_question": "白帆当前整改和生产准备依赖个人推动,还是已经形成跨部门例会、问题升级、指标看板和管理层复核的运营系统?", + "bold_hypothesis": "初始假设:运营短板不在于团队不努力,而在于缺少固定节奏和可视化管理系统;如果 owner、关闭证据、升级阈值和管理层 review 不稳定,整改会停留在临时协调,难以支撑商业化节奏。", + "writing_claim": "本章要说明运营管理是 GMP 风险的放大器:没有节奏、看板和升级机制,技术和质量问题会反复跨部门漂移。", + "counter_evidence": [ + "是否已经存在稳定 PMO/例会/看板,只是未进入审计材料?", + "短期临时协调是否足以覆盖当前项目阶段,不需要完整运营系统?", + "owner、期限和关闭证据是否已经在复盘文件中基本清楚?", + ], + }, + ), + ( + ("团队", "CDMO", "能力矩阵"), + { + "core_question": "对标成熟 CDMO,白帆最需要补齐的是人数、岗位能力,还是 QA/MSAT/工程/项目管理之间的角色分工?", + "bold_hypothesis": "初始假设:白帆的能力缺口不是简单扩编,而是商业化 CDMO 所需的角色矩阵尚未完全成型;Phase 2 应验证 QA 独立性、MSAT 工艺支持、工程保障、生产班组和 PMO 协同能力。", + "writing_claim": "本章要给出面向商业化的团队能力地图,说明哪些能力必须自建,哪些可外部支持,哪些要通过机制补齐。", + "counter_evidence": [ + "现有人员是否已具备商业化经验,只是材料未体现?", + "对标 CDMO 是否会高估当前阶段所需组织复杂度?", + "是否可通过顾问、外包或客户支持临时补足能力?", + ], + }, + ), + ( + ("整改", "owner", "路线图"), + { + "core_question": "哪些整改必须立即完成,哪些属于体系补强,哪些是能力建设?每项如何绑定 owner、关闭证据和复核窗口?", + "bold_hypothesis": "初始假设:如果整改只按问题清单逐条关闭,会漏掉体系性根因;更有效的路线应分为立即纠偏、90 天体系补强和中长期能力建设三层,并为每层定义关闭证据。", + "writing_claim": "本章要把诊断转化为可执行 CAPA 组合,而不是泛泛的改进建议。", + "counter_evidence": [ + "是否已有整改计划足以覆盖 owner、期限、关闭证据和 QA verification?", + "部分整改是否应前移或后移,避免资源过载?", + "哪些建议若缺少法规证据,不应被列为强制整改?", + ], + }, + ), + ( + ("管理层", "CAPA", "总表"), + { + "core_question": "管理层应通过什么样的 CAPA 总表、法规映射表和复核节奏,持续判断整改是否真正降低风险?", + "bold_hypothesis": "初始假设:白帆需要的不只是一次性报告,而是一套管理层可追踪的整改仪表盘;否则 CAPA 关闭会变成文件动作,无法证明风险趋势下降和商业化 readiness 提升。", + "writing_claim": "本章要把报告成果固化成管理层治理工具:CAPA 总表、法规映射、证据包和复核节奏。", + "counter_evidence": [ + "现有管理评审或质量例会是否已经能承担这个功能?", + "过度表格化是否会增加一线负担而不改善风险?", + "哪些指标真正能反映风险降低,而不是制造形式化 KPI?", + ], + }, + ), + ] + for needles, strategy in strategies: + if any(needle in title for needle in needles): + return strategy + return { + "core_question": f"本章需要判断“{title}”背后的真实风险、适用边界和整改优先级。", + "bold_hypothesis": f"初始假设:{title} 不是孤立问题,而是质量体系、工艺证据或运营机制中的一个可验证缺口;Phase 2 必须用材料原文和外部证据判断其严重度。", + "writing_claim": f"本章要把“{title}”转化为可执行的诊断结论和整改要求。", + "counter_evidence": [ + "该问题是否已有充分整改或验证证据?", + "是否只是阶段性限制,而非系统性缺口?", + "外部标准是否适用于当前业务边界?", + ], + } + + +def build_chapter_planning( + project_root: Path, + manifest: dict[str, Any], + method: ResearchMethod, + titles: list[str], + *, + quota: int, +) -> list[dict[str, Any]]: + """Build hypothesis-driven chapter plans that become Phase 2 prompt context.""" + lanes = list(method.integrated_lanes or method.task_axes) + minimum_evidence = _minimum_evidence_for_method(method) + plans: list[dict[str, Any]] = [] + for idx, title in enumerate(titles, start=1): + chapter_id = f"ch{idx:02d}" + material_lines = _material_lines_for_chapter(project_root, manifest, title) + if not material_lines: + material_lines = ["未在材料中自动匹配到足够线索;Phase 2 必须先回读全部输入材料并补充原文摘录。"] + strategy = _strategy_for_chapter(title, method) + core_question = strategy["core_question"] + bold_hypothesis = strategy["bold_hypothesis"] + verification_plan = [ + "先从允许的本地材料提取 2-4 条原文证据,保留出处和上下文。", + f"再按方法论 evidence lanes 求证:{';'.join(lanes)}。", + "每个核心判断至少匹配 2 个独立高质量来源;不足时降级为待验证判断。", + "主动搜索反方证据、低严重度解释、适用范围限制或替代原因。", + "输出时把证据、判断、整改/建议和待补证据分开,避免直接写成散文化正文。", + ] + counter_evidence = strategy["counter_evidence"] + writing_claim = strategy["writing_claim"] + phase2_prompt_context = "\n".join( + [ + f"章节:{chapter_id} {title}", + core_question, + bold_hypothesis, + "材料起点:", + *[f"- {line}" for line in material_lines], + "求证路线:", + *[f"- {item}" for item in verification_plan], + "必须寻找的反方/边界:", + *[f"- {item}" for item in counter_evidence], + f"写作主张:{writing_claim}", + f"最低证据要求:{json.dumps(minimum_evidence, ensure_ascii=False)}", + ] + ) + plans.append( + { + "chapter_id": chapter_id, + "title": title, + "suggested_words": quota, + "core_question": core_question, + "bold_hypothesis": bold_hypothesis, + "why_this_matters": "本章用于把 Phase1 的判断转化为 Phase2 可验证命题,并为最终报告保留清晰主线。", + "material_starting_points": material_lines, + "evidence_lanes": lanes, + "verification_plan": verification_plan, + "counter_evidence_to_seek": counter_evidence, + "writing_claim": writing_claim, + "minimum_evidence": minimum_evidence, + "phase2_prompt_context": phase2_prompt_context, + } + ) + return plans + + def build_research_brief_payload( project_root: Path, manifest: dict[str, Any], method: ResearchMethod, + chapter_planning: list[dict[str, Any]] | None = None, ) -> dict[str, Any]: """Create the file-backed Phase 1 research brief used by task-card generation.""" axes = list(method.task_axes) + chapter_planning = chapter_planning or [] return { "version": "0.21-alpha", "topic": manifest.get("topic", project_root.name), @@ -228,6 +581,13 @@ def build_research_brief_payload( "work_language": "zh", "tone": "事实型、整改导向、面向管理层和质量/生产负责人;避免空泛咨询腔。", "central_question": f"如何基于已提供材料和权威法规/最佳实践,系统诊断“{manifest.get('topic', project_root.name)}”并形成可执行整改路线图?", + "central_thesis": _central_thesis(manifest, method), + "phase_logic": { + "phase1": "大胆假设:结合输入材料、访谈信息和初步搜索,定下主基调、章节命题和求证路线。", + "phase2": "小心求证:worker 只围绕 Phase1 命题收集、验证、证伪和补证,不自行重写研究方向。", + "phase3": "一致性审校:检查 Phase1 假设与 Phase2 证据是否自洽,指出需要回炉的章节或证据缺口。", + }, + "phase2_mode": "chapter_integrated", "success_criteria": [ "每个核心判断都能回到用户材料、权威法规、最佳实践或反方证据。", "短中长期整改建议必须绑定优先级、责任、关闭证据和复核机制。", @@ -239,8 +599,10 @@ def build_research_brief_payload( "research_brief_path": "phase1/research_brief.json", }, "materials": _material_paths(manifest), + "chapter_planning": chapter_planning, "task_planning": { "chapter_source": "phase1/framework.md", + "phase2_mode": "chapter_integrated", "axes": axes, "required_skills": [ "deep-research", @@ -275,29 +637,62 @@ def write_research_brief( project_root: Path, manifest: dict[str, Any] | None = None, method: ResearchMethod | None = None, + chapter_planning: list[dict[str, Any]] | None = None, ) -> tuple[Path, Path]: manifest = manifest or load_manifest(project_root) method = method or ResearchMethodRegistry().get(manifest.get("research_method")) - payload = build_research_brief_payload(project_root, manifest, method) + payload = build_research_brief_payload(project_root, manifest, method, chapter_planning=chapter_planning) json_path = project_root / "phase1" / "research_brief.json" md_path = project_root / "phase1" / "research_brief.md" json_path.parent.mkdir(parents=True, exist_ok=True) + hypothesis_path = project_root / "phase1" / "hypothesis_map.json" json_path.write_text(json.dumps(payload, ensure_ascii=False, indent=2) + "\n", encoding="utf-8") + hypothesis_path.write_text(json.dumps(payload.get("chapter_planning") or [], ensure_ascii=False, indent=2) + "\n", encoding="utf-8") lines = [ f"# Phase 1 Research Brief:{payload['topic']}", "", f"- research_method: {payload['research_method']}", f"- work_language: {payload['work_language']}", f"- tone: {payload['tone']}", + f"- phase2_mode: {payload['phase2_mode']}", "", "## 中心问题", "", payload["central_question"], "", - "## 成功标准", + "## 主基调 / 大胆假设", + "", + payload["central_thesis"], + "", + "## Phase 逻辑", "", ] + for phase_name, phase_text in payload["phase_logic"].items(): + lines.append(f"- `{phase_name}`:{phase_text}") + lines.extend([ + "", + "## 成功标准", + "", + ]) lines.extend(f"- {item}" for item in payload["success_criteria"]) + if payload.get("chapter_planning"): + lines.extend(["", "## 章节命题与求证计划", ""]) + for item in payload["chapter_planning"]: + lines.extend( + [ + f"### {item['chapter_id']} {item['title']}", + "", + f"- 核心问题:{item['core_question']}", + f"- 大胆假设:{item['bold_hypothesis']}", + f"- 写作主张:{item['writing_claim']}", + f"- 证据线:{';'.join(item['evidence_lanes'])}", + "- 材料起点:", + ] + ) + lines.extend(f" - {line}" for line in item["material_starting_points"]) + lines.extend(["- 求证计划:"]) + lines.extend(f" - {line}" for line in item["verification_plan"]) + lines.extend([""]) lines.extend(["", "## 任务切分原则", ""]) planning = payload["task_planning"] lines.append(planning["fragmentation_guard"]) @@ -377,30 +772,49 @@ CHAPTER_TEMPLATES: dict[str, list[str]] = { "落地机制决定咨询建议能否转化为成果", ], "gmp_quality_operations_diagnosis": [ - "现场审计发现需要先转化为可验证的系统性问题图谱", - "法规基线决定质量体系差距的严重度与整改边界", - "生产工艺体系风险来自流程、设施、公用系统和验证证据的耦合缺口", - "偏差、变更、CAPA 和数据完整性决定质量系统能否闭环", - "人员能力与质量文化决定制度是否真正落地", - "运营管理问题需要区分组织、流程、会议机制和指标体系缺口", - "跨部门协同断点会放大 GMP 风险和交付风险", - "标杆实践应转化为短中长期整改组合而非口号", - "整改路线图必须绑定责任、优先级、证据和复核机制", - "管理层治理机制决定白帆能否从一次整改转向持续改进", + "从审计清单到商业化阶段门", + "用法规基线重新校准整改优先级", + "制剂无菌保障:从硬件合规到行为受控", + "原液与公用系统:封闭工艺背后的证据缺口", + "工艺文件与验证:商业化转移的硬门槛", + "质量系统闭环:偏差、变更、CAPA 与数据完整性", + "人员能力:培训有效性比培训记录更关键", + "运营节奏:从临时协调转向管理系统", + "团队建设:按 CDMO 能力矩阵补齐角色", + "整改路线图:立即纠偏、体系补强、能力建设", + "管理层看板:用 CAPA 总表驱动复核", ], } -def render_framework(project_root: Path, *, method_key: str | None = None, chapter_count: int = 10) -> Path: +def _existing_chapter_titles(project_root: Path) -> list[str]: + framework_path = project_root / "phase1" / "framework.md" + if not framework_path.exists(): + return [] + from scripts.runtime.tasks import parse_framework_chapters + + chapters = parse_framework_chapters(framework_path.read_text(encoding="utf-8")) + return [chapter.title for chapter in chapters if chapter.title] + + +def render_framework( + project_root: Path, + *, + method_key: str | None = None, + chapter_count: int = 10, + preserve_existing_outline: bool = False, +) -> Path: manifest = load_manifest(project_root) registry = ResearchMethodRegistry() method = registry.get(method_key or manifest.get("research_method")) if method_key: manifest["research_method"] = method.key - titles = CHAPTER_TEMPLATES.get(method.key) or CHAPTER_TEMPLATES["mckinsey_market"] + existing_titles = _existing_chapter_titles(project_root) if preserve_existing_outline else [] + titles = existing_titles or CHAPTER_TEMPLATES.get(method.key) or CHAPTER_TEMPLATES["mckinsey_market"] chapter_count = max(8, min(15, chapter_count)) - selected = titles[:chapter_count] + selected = titles[:chapter_count] if not existing_titles else titles quota = max(800, int(manifest.get("target_words", 30000)) // len(selected)) + chapter_planning = build_chapter_planning(project_root, manifest, method, selected, quota=quota) sections = "\n".join(f"- {item}" for item in method.framework_sections) axes = "、".join(method.task_axes) material_text = render_material_inventory(manifest.get("material_inventory") or []) @@ -430,17 +844,32 @@ def render_framework(project_root: Path, *, method_key: str | None = None, chapt "", "## 中心假设", "", - f"围绕“{manifest['topic']}”形成可被证据支持或证伪的中文主线;所有核心判断必须绑定来源 ID。", + _central_thesis(manifest, method), + "", + "Phase1 的职责是大胆假设:基于材料、访谈和初步搜索定下主基调、章节命题和求证路线。Phase2 的职责是小心求证:验证、证伪、补证,而不是重新发明报告方向。Phase3 则检查 Phase1 假设与 Phase2 证据是否自洽。", "", ] - for idx, title in enumerate(selected, start=1): + for item in chapter_planning: lines.extend( [ - f"## 第{idx}章 {title}", + f"## 第{int(item['chapter_id'][2:])}章 {item['title']}", "", - f"建议字数:约 {quota} 字。", - f"研究思路:围绕 `{method.key}` 的方法框架,从 {axes} 等任务轴并发收集 evidence packet,再由 chapter assembly 收束为完整中文章节。", - "证据要求:至少 2 个独立 Tier 1-2 信源;不足时在正文标注待验证;必须包含反方证据。", + f"建议字数:约 {item['suggested_words']} 字。", + f"本章要解决的问题:{item['core_question']}", + f"大胆假设:{item['bold_hypothesis']}", + f"写作主张:{item['writing_claim']}", + f"证据线:{';'.join(item['evidence_lanes'])}", + "", + "材料起点:", + *[f"- {line}" for line in item["material_starting_points"]], + "", + "求证计划:", + *[f"- {line}" for line in item["verification_plan"]], + "", + "必须寻找的反方/边界:", + *[f"- {line}" for line in item["counter_evidence_to_seek"]], + "", + f"最低证据要求:`{json.dumps(item['minimum_evidence'], ensure_ascii=False)}`", "", ] ) @@ -457,7 +886,7 @@ def render_framework(project_root: Path, *, method_key: str | None = None, chapt out = project_root / "phase1" / "framework.md" out.parent.mkdir(parents=True, exist_ok=True) out.write_text("\n".join(lines), encoding="utf-8") - research_brief_md, research_brief_json = write_research_brief(project_root, manifest, method) + research_brief_md, research_brief_json = write_research_brief(project_root, manifest, method, chapter_planning=chapter_planning) manifest["phase1"] = { "status": "completed", "approved": False, diff --git a/scripts/runtime/review.py b/scripts/runtime/review.py index 97f7566..ee1e4dc 100644 --- a/scripts/runtime/review.py +++ b/scripts/runtime/review.py @@ -1,4 +1,4 @@ -"""Deterministic Phase 3 review checks for the Python core.""" +"""Phase 3 review checks for the Python core.""" from __future__ import annotations @@ -52,6 +52,24 @@ def _ready_packet_stems(project_root: Path) -> set[str]: return ready +def _read_text_if_exists(path: Path, *, max_chars: int | None = None) -> str: + if not path.exists(): + return "" + text = path.read_text(encoding="utf-8", errors="ignore") + return text[:max_chars] if max_chars is not None else text + + +def _json_if_exists(path: Path, *, max_chars: int | None = None) -> str: + if not path.exists(): + return "" + try: + data = json.loads(path.read_text(encoding="utf-8")) + text = json.dumps(data, ensure_ascii=False, indent=2) + except Exception: + text = path.read_text(encoding="utf-8", errors="ignore") + return text[:max_chars] if max_chars is not None else text + + def _draft_quality_findings(drafts: list[Path]) -> list[dict[str, Any]]: findings: list[dict[str, Any]] = [] generic_markers = [ @@ -77,6 +95,159 @@ def _draft_quality_findings(drafts: list[Path]) -> list[dict[str, Any]]: return findings +def build_phase3_model_review_context(project_root: Path, *, max_chars: int = 650_000) -> str: + """Build a structured, bounded context packet for an independent model review.""" + deterministic_path = build_phase3_critique(project_root) + deterministic_copy = project_root / "phase3" / "critique_deterministic.md" + deterministic_copy.write_text(deterministic_path.read_text(encoding="utf-8"), encoding="utf-8") + + manifest = load_manifest(project_root) + parts: list[str] = [ + f"# Phase 3 Model Review Context: {manifest.get('topic', project_root.name)}", + "", + "## Review Contract", + "", + "- 这是给非 Codex 模型的独立总编审校上下文,不要求重写正文。", + "- 请判断 Phase2 草稿能否进入 Phase4,或必须回炉补证据/重写。", + "- 重点关注:证据是否落纸面、并发 packet 是否造成碎片化、法规/最佳实践覆盖是否足够、整改建议是否具体可执行。", + "", + "## Manifest", + "", + "```json", + json.dumps(manifest, ensure_ascii=False, indent=2), + "```", + "", + "## Deterministic Review Baseline", + "", + _read_text_if_exists(deterministic_copy), + "", + "## Phase 1 Framework", + "", + _read_text_if_exists(project_root / "phase1" / "framework.md", max_chars=50_000), + "", + "## Phase 1 Research Brief", + "", + _read_text_if_exists(project_root / "phase1" / "research_brief.md", max_chars=30_000), + "", + "## Phase 2 Brief Warnings", + "", + _json_if_exists(project_root / "phase2" / "brief_warnings.json", max_chars=30_000) or "无", + "", + "## Phase 2 Packet Errors", + "", + ] + errors = sorted((project_root / "phase2" / "packet_errors").glob("*.json")) + if errors: + for path in errors[:40]: + parts.extend([f"### {path.name}", "", _json_if_exists(path, max_chars=2_000), ""]) + else: + parts.append("无") + + parts.extend(["", "## Source Registry Summary", ""]) + source_lines = [] + sources_path = project_root / "phase2" / "sources.jsonl" + if sources_path.exists(): + for line in sources_path.read_text(encoding="utf-8").splitlines()[:260]: + if not line.strip(): + continue + try: + source = json.loads(line) + except json.JSONDecodeError: + continue + source_lines.append( + "- {id} | {tier} | {title} | {url} | cached={cached}".format( + id=source.get("id", ""), + tier=source.get("tier", ""), + title=str(source.get("title", ""))[:120], + url=source.get("url", ""), + cached=source.get("cached_text_path", ""), + ) + ) + parts.append("\n".join(source_lines) or "无") + + parts.extend(["", "## Compressed Findings", ""]) + for path in sorted((project_root / "phase2" / "compressed_findings").glob("ch*.json")): + parts.extend([f"### {path.name}", "", "```json", _json_if_exists(path, max_chars=35_000), "```", ""]) + + parts.extend(["", "## Chapter Drafts", ""]) + for path in sorted((project_root / "phase2" / "drafts").glob("ch*.md")): + parts.extend([f"### {path.name}", "", _read_text_if_exists(path, max_chars=55_000), ""]) + + context = "\n".join(parts) + if len(context) > max_chars: + context = context[:max_chars] + "\n\n[Context truncated by max_chars; review should flag if truncation limits confidence.]\n" + + out = project_root / "phase3" / "review_context_opus_4_7.md" + out.parent.mkdir(parents=True, exist_ok=True) + out.write_text(context, encoding="utf-8") + return context + + +def phase3_model_review_system_prompt() -> str: + return ( + "你是 Deep Research Phase 3 的独立总编审校模型,本次由 ZenMux Claude Opus 4.7 执行,用于避免 Codex/OpenAI 模型偏见。\n" + "你的任务是审校,不是润色或重写。必须用中文输出,英文仅可保留 source title、URL、法规缩写和原文短摘录。\n" + "请严格检查:1) 研究目标与 Phase1 框架是否契合;2) Phase2 并发 evidence packets 是否被章节真正吸收,还是造成碎片化;" + "3) FDA/NMPA/EMA/ICH/WHO/EU GMP 等权威来源是否足以支撑关键判断;4) 用户材料是否被正确作为起点且被权威来源交叉验证;" + "5) 运营管理与团队能力章节是否具体,不得泛泛咨询腔;6) CAPA 建议是否包含 owner、期限、关闭证据、QA verification、复核窗口和升级阈值;" + "7) 引用链和 source_id 是否可追踪;8) 是否仍有明显 AI 味、中英文混杂或空泛表达。\n\n" + "输出必须使用以下 Markdown 结构:\n" + "# Phase 3 Opus 4.7 独立审校\n" + "## 总体判定\n" + "给出:通过 / 有条件通过 / 回炉 Phase2,并说明最核心理由。\n" + "## P0/P1 阻断问题\n" + "列出必须修复的问题;每条写明章节/文件、问题、为什么阻断、建议动作。\n" + "## 章节级审校表\n" + "用表格覆盖 ch01-ch11:主线质量、证据密度、法规覆盖、整改可执行性、是否需要回炉。\n" + "## 证据与信源质量\n" + "单独评价 FDA warning letters、ICH Q9/Q10、EU GMP Annex 1、本地缓存信源、第三方低质信源的使用情况。\n" + "## 碎片化与叙事连贯性\n" + "判断并发研究是否造成割裂,并给出具体整合建议。\n" + "## Phase2 回炉任务清单\n" + "如果需要回炉,列出可执行任务卡级别的补证据/重写要求。\n" + "## Phase4 准入条件\n" + "明确进入 final 前必须满足的条件。\n" + ) + + +def build_phase3_model_critique( + project_root: Path, + *, + client: Any, + model: str = "zenmux-anthropic/claude-opus-4-7", + max_context_chars: int = 650_000, +) -> Path: + context = build_phase3_model_review_context(project_root, max_chars=max_context_chars) + content = client.chat_complete( + model=model, + system=phase3_model_review_system_prompt(), + user=context, + temperature=0.2, + max_tokens=20_000, + tag="phase3:opus-review", + ) + out = project_root / "phase3" / "critique.md" + out.parent.mkdir(parents=True, exist_ok=True) + out.write_text(content.rstrip() + "\n", encoding="utf-8") + + manifest = load_manifest(project_root) + phase3 = manifest.setdefault("phase3", {}) + phase3.update( + { + "status": "completed", + "review_mode": "model", + "review_model": model, + "critique_path": "phase3/critique.md", + "context_path": "phase3/review_context_opus_4_7.md", + "deterministic_critique_path": "phase3/critique_deterministic.md", + "updated_at": utc_now_iso(), + } + ) + manifest["updated_at"] = utc_now_iso() + write_manifest(project_root, manifest) + return out + + def build_phase3_critique(project_root: Path) -> Path: manifest = load_manifest(project_root) drafts = sorted((project_root / "phase2" / "drafts").glob("ch*.md")) diff --git a/scripts/runtime/roles.py b/scripts/runtime/roles.py index 50074b1..35a807b 100644 --- a/scripts/runtime/roles.py +++ b/scripts/runtime/roles.py @@ -59,6 +59,42 @@ ROLE_DEFAULTS = { } +ROLE_IDENTITIES = { + "dr_plan": ( + "你是 Deep Research 的 Phase1 研究架构师。你的工作不是列目录,而是先消化材料、访谈和初步搜索," + "形成可被证伪的主判断、章节命题和求证路线。你要大胆假设,但必须给 Phase2 留下清晰的验证和推翻条件。" + ), + "dr_pm": ( + "你是 Deep Research 的研究项目经理。你的职责是把研究意图转化为可并发执行、可回收校验的任务," + "控制碎片化、重复检索和上下文污染。" + ), + "dr_searcher": ( + "你是 Deep Research 的信源发现员。你的职责是用短英文关键词和轴向词找到高质量入口," + "优先官方、法规、学术和一手材料;你不写结论,只交付可追溯来源。" + ), + "dr_analyst": ( + "你是 Deep Research 的章节证据分析师。你的职责不是写一篇像样的空泛文章,而是围绕 Phase1 命题" + "小心求证:提取材料原文、检索权威证据、寻找反方边界,并把证据整理成可审计的结构化 packet。" + ), + "dr_verifier": ( + "你是 Deep Research 的独立反方审校员。你的默认姿态是质疑:找证据缺口、适用边界、反例和过度推断," + "并指出哪些结论必须降级或回炉。" + ), + "dr_chief_editor": ( + "你是 Deep Research 的 Phase3 总编审校。你的职责是通读 Phase1 假设与 Phase2 证据,判断二者是否自洽," + "优先指出结构性失败、证据不足和需要回炉的章节。" + ), + "dr_editor_in_chief": ( + "你是 Deep Research 的终稿主编。你的职责是把已验证证据组织成客户可读的中文报告," + "保持观点清晰、证据密实、表达克制,避免翻译腔和 AI 味。" + ), + "dr_reporter": ( + "你是 Deep Research 的报告制作负责人。你的职责是把已定稿内容可靠渲染为 PDF/DOCX," + "确保引用、排版、中文字体、表格和输出卫生可交付。" + ), +} + + @dataclass(frozen=True) class RoleDefinition: name: str @@ -67,6 +103,7 @@ class RoleDefinition: temperature: float max_tokens: int max_concurrency: int + identity: str = "" class RuntimeProfile: @@ -103,6 +140,7 @@ def resolve_runtime_profile( temperature=float(defaults["temperature"]), max_tokens=int(defaults["max_tokens"]), max_concurrency=int(defaults["max_concurrency"]), + identity=ROLE_IDENTITIES.get(name, ""), ) return RuntimeProfile( profile=resolved["profile"], diff --git a/scripts/runtime/skills.py b/scripts/runtime/skills.py index 28acc6a..4ed51ee 100644 --- a/scripts/runtime/skills.py +++ b/scripts/runtime/skills.py @@ -34,9 +34,10 @@ class SkillRegistry: self.canonical_dir = canonical_dir or CANONICAL_SKILLS_DIR def roots(self) -> list[Path]: - roots = [self.canonical_dir] + roots = [] if self.canonical_dir == CANONICAL_SKILLS_DIR and PROJECT_SKILLS_DIR.exists(): roots.append(PROJECT_SKILLS_DIR) + roots.append(self.canonical_dir) return roots def list(self) -> list[SkillInfo]: diff --git a/scripts/runtime/source_cache.py b/scripts/runtime/source_cache.py new file mode 100644 index 0000000..044e9f9 --- /dev/null +++ b/scripts/runtime/source_cache.py @@ -0,0 +1,230 @@ +"""Cache important external sources as local Markdown snapshots.""" + +from __future__ import annotations + +import hashlib +import json +import re +from dataclasses import dataclass +from pathlib import Path +from urllib.parse import urlparse + +import httpx +from lxml import html + + +IMPORTANT_DOMAINS = ( + "fda.gov", + "ema.europa.eu", + "nmpa.gov.cn", + "cde.org.cn", + "ich.org", + "who.int", + "edqm.eu", + "pmda.go.jp", + "ec.europa.eu", + "health.ec.europa.eu", +) + + +@dataclass(frozen=True) +class CacheResult: + source_id: str + url: str + cached_text_path: str + raw_path: str + status: str + chars: int + + +def _safe_stem(source: dict) -> str: + source_id = str(source.get("id") or "source") + digest = hashlib.sha1(str(source.get("url") or source_id).encode("utf-8")).hexdigest()[:10] + safe_id = re.sub(r"[^A-Za-z0-9_-]+", "_", source_id).strip("_") or "source" + return f"{safe_id}-{digest}" + + +def _domain(url: str) -> str: + return urlparse(url).netloc.lower() + + +def is_important_source(source: dict) -> bool: + url = str(source.get("url") or "") + if not url.startswith(("http://", "https://")): + return False + domain = _domain(url) + if any(domain.endswith(item) for item in IMPORTANT_DOMAINS): + return True + tier = str(source.get("tier") or "").lower() + if "tier 1" in tier or tier in {"1", "1.0"}: + return True + title = str(source.get("title") or "").lower() + return any(term in title for term in ("ich q9", "ich q10", "annex 1", "fda guidance", "who guideline")) + + +def load_sources(path: Path) -> list[dict]: + if not path.exists(): + return [] + rows: list[dict] = [] + for line in path.read_text(encoding="utf-8").splitlines(): + if not line.strip(): + continue + rows.append(json.loads(line)) + return rows + + +def write_sources(path: Path, rows: list[dict]) -> None: + path.write_text("".join(json.dumps(row, ensure_ascii=False) + "\n" for row in rows), encoding="utf-8") + + +def _response_ext(url: str, content_type: str) -> str: + lowered = url.lower() + if "pdf" in content_type or lowered.endswith(".pdf"): + return ".pdf" + if "html" in content_type or lowered.endswith((".html", ".htm", "/")): + return ".html" + return ".bin" + + +def _html_to_text(content: bytes) -> str: + doc = html.fromstring(content) + for bad in doc.xpath("//script|//style|//noscript"): + bad.drop_tree() + return "\n".join(line.strip() for line in doc.text_content().splitlines() if line.strip()) + + +def _pdf_to_text(path: Path) -> str: + try: + import fitz + except Exception: + return "" + doc = fitz.open(path) + parts: list[str] = [] + for index, page in enumerate(doc, start=1): + text = page.get_text("text").strip() + if text: + parts.append(f"## Page {index}\n\n{text}") + return "\n\n".join(parts) + + +def _bytes_to_text(*, raw_path: Path, content: bytes, content_type: str, url: str) -> str: + if raw_path.suffix == ".pdf" or "pdf" in content_type or url.lower().endswith(".pdf"): + return _pdf_to_text(raw_path) + if raw_path.suffix in {".html", ".htm"} or "html" in content_type: + return _html_to_text(content) + try: + return content.decode("utf-8") + except UnicodeDecodeError: + return content.decode("utf-8", errors="ignore") + + +def cache_source( + project_root: Path, + source: dict, + *, + client: httpx.Client | None = None, + force: bool = False, + timeout: float = 45.0, +) -> CacheResult: + url = str(source.get("url") or "") + if not url.startswith(("http://", "https://")): + raise ValueError(f"source URL is not remote: {url}") + cache_dir = project_root / "phase2" / "source_cache" + raw_dir = cache_dir / "raw" + text_dir = cache_dir / "md" + raw_dir.mkdir(parents=True, exist_ok=True) + text_dir.mkdir(parents=True, exist_ok=True) + + stem = _safe_stem(source) + md_path = text_dir / f"{stem}.md" + if md_path.exists() and not force: + return CacheResult( + source_id=str(source.get("id") or ""), + url=url, + cached_text_path=str(md_path.relative_to(project_root)), + raw_path=str(source.get("cached_raw_path") or ""), + status="cached", + chars=len(md_path.read_text(encoding="utf-8")), + ) + + owns_client = client is None + http = client or httpx.Client(trust_env=False, follow_redirects=True, timeout=timeout) + try: + response = http.get(url) + response.raise_for_status() + content_type = response.headers.get("content-type", "").lower() + ext = _response_ext(str(response.url), content_type) + raw_path = raw_dir / f"{stem}{ext}" + raw_path.write_bytes(response.content) + text = _bytes_to_text(raw_path=raw_path, content=response.content, content_type=content_type, url=str(response.url)) + lines = [ + f"# Source Snapshot: {source.get('title') or source.get('id') or url}", + "", + f"- source_id: {source.get('id', '')}", + f"- original_url: {url}", + f"- fetched_url: {response.url}", + f"- content_type: {content_type}", + f"- raw_path: {raw_path.relative_to(project_root)}", + "", + "## Extracted Text", + "", + text.strip() or "[No extractable text. Keep raw file for manual review.]", + "", + ] + md_path.write_text("\n".join(lines), encoding="utf-8") + return CacheResult( + source_id=str(source.get("id") or ""), + url=url, + cached_text_path=str(md_path.relative_to(project_root)), + raw_path=str(raw_path.relative_to(project_root)), + status="fetched", + chars=len(text), + ) + finally: + if owns_client: + http.close() + + +def cache_sources( + project_root: Path, + *, + sources_rel: str = "phase2/sources.jsonl", + important_only: bool = True, + limit: int | None = None, + force: bool = False, +) -> list[CacheResult]: + sources_path = project_root / sources_rel + rows = load_sources(sources_path) + results: list[CacheResult] = [] + selected_indexes = [ + index + for index, row in enumerate(rows) + if row.get("url") + and (not row.get("cached_text_path") or force) + and (not important_only or is_important_source(row)) + ] + if limit is not None: + selected_indexes = selected_indexes[:limit] + + with httpx.Client(trust_env=False, follow_redirects=True, timeout=45.0) as client: + for index in selected_indexes: + row = rows[index] + try: + result = cache_source(project_root, row, client=client, force=force) + except Exception as exc: + row["cache_status"] = "failed" + row["cache_error"] = str(exc)[:300] + continue + row["cached_text_path"] = result.cached_text_path + row["cached_raw_path"] = result.raw_path + row["cache_status"] = result.status + row["cached_text_chars"] = result.chars + results.append(result) + write_sources(sources_path, rows) + manifest = project_root / "phase2" / "source_cache" / "manifest.json" + manifest.parent.mkdir(parents=True, exist_ok=True) + manifest.write_text( + json.dumps([result.__dict__ for result in results], ensure_ascii=False, indent=2) + "\n", + encoding="utf-8", + ) + return results diff --git a/scripts/runtime/sources.py b/scripts/runtime/sources.py index c03f72d..a2c658a 100644 --- a/scripts/runtime/sources.py +++ b/scripts/runtime/sources.py @@ -8,11 +8,11 @@ from typing import Any def _source_key(source: dict[str, Any]) -> str: - return (source.get("url") or source.get("doi") or source.get("id") or "").strip() + return (source.get("id") or source.get("source_id") or source.get("doi") or source.get("url") or "").strip() def append_packet_sources(sources_path: Path, packet: dict[str, Any]) -> int: - """Append packet sources to sources.jsonl, deduping by URL/DOI/id.""" + """Append packet sources to sources.jsonl, preserving every citeable source_id.""" sources_path.parent.mkdir(parents=True, exist_ok=True) existing: set[str] = set() if sources_path.exists(): @@ -37,10 +37,27 @@ def append_packet_sources(sources_path: Path, packet: dict[str, Any]) -> int: def rebuild_sources_from_packets(project_root: Path) -> int: - """Rebuild phase2/sources.jsonl from packet-level source metadata.""" + """Rebuild phase2/sources.jsonl from packet-level source metadata. + + The registry is keyed by source_id, not URL. Two packet sources may point to + the same URL but have different source_ids already cited in drafts; dropping + either row would break citation traceability. + """ packets_dir = project_root / "phase2" / "packets" sources_path = project_root / "phase2" / "sources.jsonl" sources_path.parent.mkdir(parents=True, exist_ok=True) + existing_by_key: dict[str, dict[str, Any]] = {} + if sources_path.exists(): + for line in sources_path.read_text(encoding="utf-8").splitlines(): + if not line.strip(): + continue + try: + row = json.loads(line) + except json.JSONDecodeError: + continue + key = _source_key(row) + if key: + existing_by_key[key] = row seen: set[str] = set() rows: list[dict[str, Any]] = [] @@ -56,7 +73,8 @@ def rebuild_sources_from_packets(project_root: Path) -> int: if not key or key in seen: continue seen.add(key) - rows.append(source) + previous = existing_by_key.get(key, {}) + rows.append({**source, **{k: v for k, v in previous.items() if k.startswith("cache") or k.startswith("cached_")}}) sources_path.write_text( "".join(json.dumps(row, ensure_ascii=False) + "\n" for row in rows), diff --git a/scripts/runtime/tasks.py b/scripts/runtime/tasks.py index 20524aa..d1c4304 100644 --- a/scripts/runtime/tasks.py +++ b/scripts/runtime/tasks.py @@ -11,36 +11,45 @@ from typing import Any from scripts.runtime.methods import ResearchMethod -VALID_ROUTES = {"general", "scholar", "patents", "news"} +VALID_ROUTES = {"general", "evidence", "scholar", "patents", "news", "fda"} DEFAULT_AXES = ["literature", "regulatory", "patents", "market", "counter"] AXIS_ROUTES = { - "literature": ["scholar", "general"], - "clinical": ["scholar", "general"], - "regulatory": ["general", "news"], - "patents": ["patents", "general"], + "literature": ["scholar", "evidence", "general"], + "clinical": ["scholar", "evidence", "general"], + "regulatory": ["fda", "evidence", "general", "news"], + "patents": ["patents", "evidence", "general"], "market": ["news", "general"], "china": ["news", "general"], - "counter": ["scholar", "general"], - "regulatory_gap": ["general", "news"], - "risk_classification": ["general", "scholar"], - "capa_design": ["general", "news"], + "counter": ["fda", "scholar", "evidence", "general"], + "regulatory_gap": ["fda", "evidence", "general", "news"], + "risk_classification": ["evidence", "general", "scholar"], + "capa_design": ["evidence", "general", "news"], "ownership_timeline": ["general"], - "verification_evidence": ["general", "scholar"], - "process_flow": ["scholar", "general"], - "cqa_cpp": ["scholar", "general"], - "scale_up_risk": ["scholar", "general"], - "control_strategy": ["scholar", "general"], + "verification_evidence": ["fda", "evidence", "general", "scholar"], + "process_flow": ["scholar", "evidence", "general"], + "cqa_cpp": ["scholar", "evidence", "general"], + "scale_up_risk": ["scholar", "evidence", "general"], + "control_strategy": ["scholar", "evidence", "general"], "supply_chain": ["news", "general"], - "scientific_rationale": ["scholar", "general"], - "poc_evidence": ["scholar", "general"], - "ip_fto": ["patents", "general"], - "development_path": ["scholar", "general"], + "scientific_rationale": ["scholar", "evidence", "general"], + "poc_evidence": ["scholar", "evidence", "general"], + "ip_fto": ["patents", "evidence", "general"], + "development_path": ["scholar", "evidence", "general"], "commercial_window": ["news", "general"], - "current_state": ["general"], - "capability_gap": ["general"], - "operating_model": ["general"], - "governance": ["general"], - "implementation_roadmap": ["general"], + "current_state": ["evidence", "general"], + "capability_gap": ["evidence", "general"], + "operating_model": ["evidence", "general"], + "governance": ["evidence", "general"], + "implementation_roadmap": ["evidence", "general"], + "nmpa_fda_ema_ich_who_baseline": ["fda", "evidence", "general", "news"], + "quality_system_gap": ["fda", "evidence", "general"], + "manufacturing_process_risk": ["fda", "scholar", "evidence", "general"], + "operations_management_gap": ["fda", "evidence", "general"], + "team_capability": ["evidence", "general", "news"], + "capa_roadmap": ["fda", "evidence", "general"], + "input_material_findings": ["evidence", "general"], + "fda_enforcement_precedents": ["fda"], + "chapter_integrated": ["fda", "scholar", "evidence", "general"], } @@ -60,6 +69,7 @@ class TaskCard: questions: list[str] search_routes: list[str] output_packet: str + chapter_title: str = "" preferred_model_role: str = "dr_analyst" status: str = "pending" dependencies: list[str] = field(default_factory=list) @@ -105,12 +115,34 @@ def parse_framework_chapters(framework_text: str) -> list[Chapter]: return chapters -def _questions_for_axis(chapter: Chapter, axis: str) -> list[str]: - return [ +def _questions_for_axis(chapter: Chapter, axis: str, method: ResearchMethod | None = None) -> list[str]: + if axis == "chapter_integrated": + lanes = ";".join(method.integrated_lanes if method else []) + return [ + f"围绕《{chapter.title}》形成章节级综合证据包,不再拆成孤立小轴。", + f"必须按当前 research_method 的 evidence lanes 组织证据:{lanes or '本地材料、权威来源、反方证据、可执行建议'}。", + "若项目有用户材料,必须先读取本地材料证据并提取原文;再用本方法适用的权威来源交叉验证。", + "必须形成:材料/事实基线、外部权威证据、差距或机会判断、反方/限制条件、可执行建议和待补证据。", + ] + questions = [ f"围绕《{chapter.title}》从 {axis} 角度提炼可证伪的核心结论。", "至少寻找两个 Tier 1-2 来源支撑主要结论;不足时标注待验证。", "主动检索反方证据、限制条件或失败案例。", ] + if axis in { + "nmpa_fda_ema_ich_who_baseline", + "quality_system_gap", + "manufacturing_process_risk", + "operations_management_gap", + "capa_roadmap", + "verification_evidence", + "counter", + "fda_enforcement_precedents", + }: + questions.append( + "必须检索并优先评估 FDA Warning Letters、inspection/enforcement 页面、会议纪要或 meeting materials,作为 GMP 缺陷严重度和整改优先级的佐证。" + ) + return questions def _default_required_skills(axis: str) -> list[str]: @@ -121,18 +153,37 @@ def _default_required_skills(axis: str) -> list[str]: def _default_expected_evidence(axis: str) -> dict[str, Any]: - return { + expected = { "min_tier_1_2_sources": 2, "must_include_counter_evidence": True, "must_include_source_metadata": True, "preferred_evidence_types": [ "regulatory_or_best_practice_requirement", + "fda_warning_letter_or_meeting_record", "site_or_material_finding", "quantitative_fact_or_record", "implementation_or_verification_evidence", ], "axis": axis, } + if axis == "chapter_integrated": + expected.update( + { + "min_local_material_evidence": 2, + "min_official_sources": 2, + "min_fda_or_regulatory_precedents": 1, + "min_capa_actions": 3, + "preferred_evidence_types": [ + "local_audit_or_recap_quote", + "official_regulatory_requirement", + "fda_warning_letter_or_meeting_record", + "gap_analysis", + "capa_action_with_owner_and_verification", + "counter_evidence_or_boundary_condition", + ], + } + ) + return expected def _default_stop_conditions() -> list[str]: @@ -143,6 +194,15 @@ def _default_stop_conditions() -> list[str]: ] +def _integrated_prompt_brief(chapter: Chapter, method: ResearchMethod | None) -> str: + lanes = ";".join(method.integrated_lanes if method else []) + return ( + f"本任务是《{chapter.title}》的章节级综合证据包。不要把多条窄轴 packet 机械拼贴;" + f"必须围绕当前研究方法的 lanes 一次性收束主线:{lanes or '事实材料、权威证据、反方证据、行动建议'}。" + "输出必须让章节作者能直接写出判断、证据落点和可执行建议。" + ) + + def _task_card_for_chapter_axis( *, chapter: Chapter, @@ -152,22 +212,27 @@ def _task_card_for_chapter_axis( required_skills: list[str] | None = None, allowed_materials: list[str] | None = None, prompt_brief: str | None = None, + questions: list[str] | None = None, + research_goal: str | None = None, + expected_evidence: dict[str, Any] | None = None, stop_conditions: list[str] | None = None, + method: ResearchMethod | None = None, ) -> TaskCard: return TaskCard( task_id=f"{chapter.chapter_id}-{axis}", chapter_ids=[chapter.chapter_id], topic_axis=axis, - questions=_questions_for_axis(chapter, axis), + questions=questions or _questions_for_axis(chapter, axis, method), search_routes=routes, output_packet=f"phase2/packets/{chapter.chapter_id}-{axis}.json", + chapter_title=chapter.title, preferred_model_role="dr_verifier" if axis == "counter" else "dr_analyst", - research_goal=f"为《{chapter.title}》收集并验证 {axis} 轴证据,形成可写入章节的具体判断与证据落点。", + research_goal=research_goal or f"为《{chapter.title}》收集并验证 {axis} 轴证据,形成可写入章节的具体判断与证据落点。", research_method=method_key, - prompt_brief=prompt_brief or f"围绕《{chapter.title}》的 {axis} 轴,优先形成可证伪、可引用、可落地的证据包。", + prompt_brief=prompt_brief or (_integrated_prompt_brief(chapter, method) if axis == "chapter_integrated" else f"围绕《{chapter.title}》的 {axis} 轴,优先形成可证伪、可引用、可落地的证据包。"), required_skills=required_skills or _default_required_skills(axis), allowed_materials=allowed_materials or [], - expected_evidence=_default_expected_evidence(axis), + expected_evidence=expected_evidence or _default_expected_evidence(axis), stop_conditions=stop_conditions or _default_stop_conditions(), model_hint="use_cross_model_verifier" if axis == "counter" else "use_cost_effective_research_worker", ) @@ -193,6 +258,7 @@ def generate_task_cards( axis=axis, routes=routes, method_key=method.key if method else "", + method=method, ) ) validate_task_cards(cards) @@ -211,7 +277,17 @@ def generate_task_cards_from_research_brief( chapters = parse_framework_chapters(framework_text) planning = research_brief.get("task_planning") or {} method_key = research_brief.get("research_method") or (method.key if method else "") - selected_axes = axes or (method.task_axes if method else None) or list(planning.get("search_routes_by_axis") or []) or DEFAULT_AXES + if method is None and method_key: + from scripts.runtime.methods import ResearchMethodRegistry + + method = ResearchMethodRegistry().get(method_key) + phase2_mode = planning.get("phase2_mode") or research_brief.get("phase2_mode") + if axes: + selected_axes = axes + elif phase2_mode == "chapter_integrated": + selected_axes = ["chapter_integrated"] + else: + selected_axes = (method.task_axes if method else None) or list(planning.get("search_routes_by_axis") or []) or DEFAULT_AXES routes_by_axis = planning.get("search_routes_by_axis") or {} prompt_by_axis = planning.get("axis_prompt_briefs") or {} base_skills = list(planning.get("required_skills") or []) @@ -221,6 +297,15 @@ def generate_task_cards_from_research_brief( for item in research_brief.get("materials", []) if item.get("path") ] + if not allowed_materials: + material_digest = (research_brief.get("phase1_inputs") or {}).get("material_digest") + if material_digest: + allowed_materials.append(str(material_digest)) + chapter_plan_by_id = { + str(item.get("chapter_id")): item + for item in research_brief.get("chapter_planning", []) + if item.get("chapter_id") + } cards: list[TaskCard] = [] for chapter in chapters: for axis in selected_axes: @@ -228,6 +313,35 @@ def generate_task_cards_from_research_brief( skills = base_skills or _default_required_skills(axis) if "search-gateway" not in skills: skills = ["search-gateway", *skills] + chapter_plan = chapter_plan_by_id.get(chapter.chapter_id) if axis == "chapter_integrated" else None + prompt_brief = prompt_by_axis.get(axis) + questions = None + research_goal = None + expected_evidence = None + card_stop_conditions = stop_conditions or None + if chapter_plan: + prompt_brief = chapter_plan.get("phase2_prompt_context") or prompt_brief + research_goal = chapter_plan.get("core_question") + questions = [ + chapter_plan.get("core_question", ""), + chapter_plan.get("bold_hypothesis", ""), + "按 Phase1 求证计划逐条收集支持证据、反方证据和待补证据。", + "不得绕开 Phase1 主基调另起炉灶;若证据推翻假设,必须明确写出修正建议。", + ] + questions.extend(str(item) for item in chapter_plan.get("verification_plan", [])) + expected_evidence = _default_expected_evidence(axis) + expected_evidence.update( + { + "phase1_minimum_evidence": chapter_plan.get("minimum_evidence") or {}, + "evidence_lanes": chapter_plan.get("evidence_lanes") or [], + "must_address_phase1_hypothesis": True, + } + ) + card_stop_conditions = [ + *(stop_conditions or _default_stop_conditions()), + "已经逐条回应 Phase1 的大胆假设:支持、修正或推翻,并说明依据。", + "已经把本地材料原文、外部证据、反方边界和行动建议分开记录。", + ] cards.append( _task_card_for_chapter_axis( chapter=chapter, @@ -236,8 +350,12 @@ def generate_task_cards_from_research_brief( method_key=method_key, required_skills=skills, allowed_materials=allowed_materials, - prompt_brief=prompt_by_axis.get(axis), - stop_conditions=stop_conditions or None, + prompt_brief=prompt_brief, + questions=questions, + research_goal=research_goal, + expected_evidence=expected_evidence, + stop_conditions=card_stop_conditions, + method=method, ) ) validate_task_cards(cards) @@ -284,6 +402,8 @@ def validate_task_cards(cards: list[TaskCard]) -> None: seen.add(card.task_id) if not card.chapter_ids: raise ValueError(f"{card.task_id}: chapter_ids required") + if not card.chapter_title: + card.chapter_title = card.chapter_ids[0] if not card.questions: raise ValueError(f"{card.task_id}: questions required") if not card.output_packet.endswith(".json"): @@ -344,8 +464,9 @@ def validate_packet(packet: dict[str, Any]) -> None: if undeclared: raise ValueError(f"packet source_ids referenced but not declared: {undeclared}") packet_sources = packet.get("sources") or [] - if packet_sources: - known_source_ids = {source.get("id") for source in packet_sources} - missing_sources = sorted(declared - known_source_ids) - if missing_sources: - raise ValueError(f"packet source_ids missing source metadata: {missing_sources}") + if not packet_sources: + raise ValueError("packet sources must not be empty") + known_source_ids = {source.get("id") for source in packet_sources} + missing_sources = sorted(declared - known_source_ids) + if missing_sources: + raise ValueError(f"packet source_ids missing source metadata: {missing_sources}") diff --git a/scripts/runtime/workers.py b/scripts/runtime/workers.py index 32918c3..1954132 100644 --- a/scripts/runtime/workers.py +++ b/scripts/runtime/workers.py @@ -39,6 +39,10 @@ class ProjectSearchProvider: hits = self.client.patents(query, num_results=num_results) elif route == "news": hits = self.client.news(query, num_results=num_results, time_range="y") + elif route == "fda": + hits = self.client.fda(query, num_results=num_results) + elif route == "evidence": + hits = self.client.evidence(query, num_results=num_results) else: hits = self.client.search(query, num_results=num_results) return [ @@ -72,6 +76,213 @@ def _safe_source_stem(task_id: str) -> str: return re.sub(r"[^a-zA-Z0-9]+", "_", task_id).strip("_").lower() +def contains_cjk(text: str) -> bool: + return any("\u4e00" <= char <= "\u9fff" for char in text) + + +def strip_cjk(text: str) -> str: + return re.sub(r"[\u3400-\u9fff]+", " ", text) + + +def validate_packet_against_allowed_context( + packet: dict, + search_context: dict[str, Any] | None, + material_context: dict[str, Any] | None, +) -> None: + """Ensure the model did not invent source IDs or URLs beyond candidates.""" + if not search_context and not material_context: + return + candidates = (search_context or {}).get("candidate_sources") or [] + materials = (material_context or {}).get("materials") or [] + if not candidates and not materials: + return + candidate_ids = {source.get("id") for source in candidates} + candidate_ids.update(item.get("source_id") for item in materials) + candidate_urls = {source.get("url") for source in candidates if source.get("url")} + candidate_urls.update(item.get("path") for item in materials if item.get("path")) + packet_sources = packet.get("sources") or [] + unknown_ids = sorted( + source.get("id") + for source in packet_sources + if source.get("id") and source.get("id") not in candidate_ids + ) + unknown_urls = sorted( + source.get("url") + for source in packet_sources + if source.get("url") and source.get("url") not in candidate_urls + ) + if (candidates or materials) and not packet_sources: + raise ValueError("packet must include source metadata from candidate_sources or local materials") + if unknown_ids: + raise ValueError(f"packet sources include non-candidate source IDs: {unknown_ids}") + if unknown_urls: + raise ValueError(f"packet sources include non-candidate URLs: {unknown_urls}") + + +def normalize_packet_against_context( + packet: dict[str, Any], + search_context: dict[str, Any] | None, + material_context: dict[str, Any] | None, +) -> dict[str, Any]: + """Deterministically fill schema metadata the model often omits.""" + packet = dict(packet) + referenced: set[str] = set(packet.get("source_ids") or []) + for section in ("claims", "counter_evidence"): + for item in packet.get(section) or []: + referenced.update(item.get("source_ids") or []) + for item in packet.get("evidence_items") or []: + if item.get("source_id"): + referenced.add(item["source_id"]) + if "source_ids" not in packet or not packet.get("source_ids"): + packet["source_ids"] = sorted(referenced) + + available_sources: dict[str, dict[str, Any]] = {} + for source in (search_context or {}).get("candidate_sources") or []: + if source.get("id"): + available_sources[source["id"]] = source + for material in (material_context or {}).get("materials") or []: + source_id = material.get("source_id") + if source_id: + available_sources[source_id] = { + "id": source_id, + "title": material.get("title") or Path(material.get("path", "")).name, + "url": material.get("path") or "", + "tier": "local_material", + "score": 8, + } + + existing_sources = { + source.get("id"): source + for source in packet.get("sources") or [] + if source.get("id") + } + for source_id in packet.get("source_ids") or []: + if source_id not in existing_sources and source_id in available_sources: + existing_sources[source_id] = available_sources[source_id] + if existing_sources: + packet["sources"] = [existing_sources[source_id] for source_id in packet.get("source_ids", []) if source_id in existing_sources] + return packet + + +FDA_AXIS_TERMS = { + "nmpa_fda_ema_ich_who_baseline": "CGMP pharmaceutical quality system process validation aseptic processing data integrity", + "quality_system_gap": "CGMP CAPA deviation change control data integrity quality unit pharmaceutical", + "manufacturing_process_risk": "aseptic processing sterile drug manufacturing process validation PPQ cleaning validation water system", + "operations_management_gap": "pharmaceutical quality system quality metrics management review senior management FDA", + "capa_roadmap": "CGMP CAPA effectiveness remediation warning letter close-out pharmaceutical", + "verification_evidence": "FDA 483 response CAPA effectiveness verification EIR pharmaceutical quality", + "counter": "FDA warning letter CGMP pharmaceutical quality data integrity remediation limitations", + "fda_enforcement_precedents": "FDA warning letter CGMP pharmaceutical aseptic processing data integrity CAPA process validation", +} + + +FDA_CHAPTER_TERMS = { + "ch01": "commercial readiness phase gate remediation governance", + "ch02": "regulatory baseline CGMP EU GMP Annex 1 ICH Q9 ICH Q10", + "ch03": "aseptic processing RABS first air media fill visual inspection depyrogenation tunnel", + "ch04": "biologics drug substance WFI clean utilities SCADA EMS single-use system", + "ch05": "process validation master batch record CPP CQA PPQ cleaning validation technology transfer", + "ch06": "deviation change control CAPA document control training data integrity quality unit", + "ch07": "training effectiveness quality culture operator qualification human factors", + "ch08": "quality metrics management review escalation cross-functional governance operations", + "ch09": "CDMO quality organization technology transfer project governance capability matrix", + "ch10": "CAPA remediation plan effectiveness check owner due date verification evidence", + "ch11": "regulatory mapping CAPA tracker closure evidence quality assurance verification", +} + + +ROUTE_CHAPTER_TERMS = { + **FDA_CHAPTER_TERMS, +} + +ROUTE_SUFFIX_TERMS = { + "scholar": "pharmaceutical GMP review validation risk management quality system", + "patents": "biologics manufacturing patent process formulation device", + "news": "pharmaceutical quality operations CDMO quality governance", + "evidence": "pharmaceutical GMP evidence guidance enforcement best practice quality operations", + "general": "pharmaceutical GMP best practice guidance quality operations remediation", +} + +INTERNAL_QUERY_TOKENS = { + "chapter_integrated", + "input_material_findings", +} + + +def _compact_english_query(*parts: str, max_terms: int = 16) -> str: + text = strip_cjk(" ".join(part for part in parts if part)) + text = re.sub(r"[^A-Za-z0-9./+-]+", " ", text) + terms: list[str] = [] + seen: set[str] = set() + for raw in text.split(): + term = raw.strip(" ./+-").lower() + if not term or term in INTERNAL_QUERY_TOKENS: + continue + key = term.casefold() + if key in seen: + continue + seen.add(key) + terms.append(term) + if len(terms) >= max_terms: + break + return " ".join(terms) + + +def _chapter_terms(card: TaskCard) -> str: + mapped = " ".join(ROUTE_CHAPTER_TERMS.get(chapter_id, "") for chapter_id in card.chapter_ids) + if mapped.strip(): + return mapped + return strip_cjk(card.chapter_title) + + +def build_route_query(card: TaskCard, route: str) -> str: + """Build short, route-aware queries instead of sending whole task cards.""" + if route == "fda": + terms = FDA_AXIS_TERMS.get(card.topic_axis, "FDA warning letter CGMP pharmaceutical quality") + chapter_terms = " ".join(FDA_CHAPTER_TERMS.get(chapter_id, "") for chapter_id in card.chapter_ids) + query = f"{terms} {chapter_terms}".strip() + if contains_cjk(query): + raise ValueError(f"FDA route query must not contain Chinese text: {query}") + return query + if route == "scholar": + return _compact_english_query(_chapter_terms(card), ROUTE_SUFFIX_TERMS["scholar"]) + if route == "patents": + return _compact_english_query(_chapter_terms(card), ROUTE_SUFFIX_TERMS["patents"]) + if route == "news": + return _compact_english_query(_chapter_terms(card), ROUTE_SUFFIX_TERMS["news"]) + if route == "evidence": + return _compact_english_query(_chapter_terms(card), ROUTE_SUFFIX_TERMS["evidence"]) + return _compact_english_query(_chapter_terms(card), ROUTE_SUFFIX_TERMS["general"]) + + +def _material_excerpt(project_root: Path | None, rel_path: str, *, max_chars: int = 6000) -> dict[str, str] | None: + if project_root is None: + return None + path = project_root / rel_path + if not path.exists() or not path.is_file(): + return None + text = path.read_text(encoding="utf-8", errors="ignore") + return { + "path": rel_path, + "source_id": f"src_local_{_safe_source_stem(Path(rel_path).stem)}", + "title": Path(rel_path).name, + "excerpt": text[:max_chars], + } + + +def build_material_context(card: TaskCard, project_root: Path | None, *, max_chars_per_material: int = 6000) -> dict[str, Any]: + materials = [] + seen: set[str] = set() + for rel in card.allowed_materials: + if rel in seen: + continue + seen.add(rel) + item = _material_excerpt(project_root, rel, max_chars=max_chars_per_material) + if item: + materials.append(item) + return {"materials": materials} + + def build_search_context( card: TaskCard, search_provider: SearchProvider, @@ -82,9 +293,9 @@ def build_search_context( routes_used: list[str] = [] source_stem = _safe_source_stem(card.task_id) idx = 1 - query = " ".join(card.questions) for route in card.search_routes: routes_used.append(route) + query = build_route_query(card, route) hits = search_provider.search(query=query, route=route, num_results=num_results_per_route) for hit in hits: candidate_sources.append( @@ -102,15 +313,22 @@ def build_search_context( return {"routes_used": routes_used, "candidate_sources": candidate_sources} -def build_packet_user_prompt(card: TaskCard, search_context: dict[str, Any] | None = None) -> str: +def build_packet_user_prompt( + card: TaskCard, + search_context: dict[str, Any] | None = None, + material_context: dict[str, Any] | None = None, +) -> str: context = search_context or {"routes_used": [], "candidate_sources": []} + materials = material_context or {"materials": []} return ( "请根据以下 task card 产出一个证据包 JSON。\n" "正式结论、summary、open_questions 用中文;英文原文摘录、source title、DOI/URL 可以保留英文。\n" "必须主动包含 counter_evidence,且所有引用的 source_id 必须出现在 source_ids 中。\n\n" - "只能使用 candidate_sources 中的来源,不得编造 URL、DOI、trial ID 或 source_id。\n" - "输出 JSON 必须包含 sources 字段,且 sources 只能来自 candidate_sources。\n\n" + "只能使用 candidate_sources 或 Local material context 中的来源,不得编造 URL、DOI、trial ID 或 source_id。\n" + "输出 JSON 必须包含 sources 字段;sources 只能来自 candidate_sources 或 Local material context。\n" + "如 Local material context 非空,必须至少提取 1 条本地材料原文证据;如果与本章无关,必须在 open_questions 说明为什么无关。\n\n" f"{json.dumps(card.to_dict(), ensure_ascii=False, indent=2)}\n\n" + f"Local material context:\n{json.dumps(materials, ensure_ascii=False, indent=2)}\n\n" f"Search context:\n{json.dumps(context, ensure_ascii=False, indent=2)}\n\n" "只输出 JSON,不要输出 Markdown 解释。" ) @@ -122,16 +340,19 @@ def build_packet_repair_prompt( raw_response: str, error: Exception, search_context: dict[str, Any] | None = None, + material_context: dict[str, Any] | None = None, ) -> str: context = search_context or {"routes_used": [], "candidate_sources": []} + materials = material_context or {"materials": []} return ( "请修复上一次 evidence packet 输出,使其成为合法且通过 schema 校验的 JSON。\n" "只输出 JSON 对象,不要输出 Markdown、解释或代码块。\n" "保留中文主写作;英文只允许出现在来源标题、URL、DOI、原文摘录或检索笔记中。\n" - "不得编造 candidate_sources 以外的来源、URL、DOI、trial ID 或 source_id。\n\n" + "不得编造 candidate_sources 或 Local material context 以外的来源、URL、DOI、trial ID 或 source_id。\n\n" f"Schema error:\n{error}\n\n" f"Task card:\n{json.dumps(card.to_dict(), ensure_ascii=False, indent=2)}\n\n" f"Search context:\n{json.dumps(context, ensure_ascii=False, indent=2)}\n\n" + f"Local material context:\n{json.dumps(materials, ensure_ascii=False, indent=2)}\n\n" f"Previous raw response:\n{raw_response[:12000]}" ) @@ -142,12 +363,14 @@ class PacketWorker: *, role: RoleDefinition, client: ChatClient, + project_root: Path | None = None, search_provider: SearchProvider | None = None, skill_registry: SkillRegistry | None = None, num_results_per_route: int = 5, ) -> None: self.role = role self.client = client + self.project_root = project_root self.search_provider = search_provider self.skill_registry = skill_registry or SkillRegistry() self.num_results_per_route = num_results_per_route @@ -160,6 +383,7 @@ class PacketWorker: except FileNotFoundError: skill_texts.append(f"# Skill: {name}\n\n[missing skill: {name}]") return ( + f"{self.role.identity}\n\n" "你是 Deep Research v0.20 Python runtime 的证据包 worker。\n" "你的唯一任务是把一个 task card 转换为结构化 evidence packet。\n" "遵循中文主写作原则;不要写章节正文;不要编造 URL、DOI、trial ID 或 source_id。\n\n" @@ -175,17 +399,23 @@ class PacketWorker: self.search_provider, num_results_per_route=self.num_results_per_route, ) + material_context = build_material_context(card, self.project_root) raw = self.client.chat_complete( model=self.role.model, system=self._system_prompt(), - user=build_packet_user_prompt(card, search_context), + user=build_packet_user_prompt(card, search_context, material_context), temperature=self.role.temperature, max_tokens=self.role.max_tokens, tag=f"packet:{card.task_id}", ) try: - packet = _extract_json_object(raw) + packet = normalize_packet_against_context( + _extract_json_object(raw), + search_context, + material_context, + ) validate_packet(packet) + validate_packet_against_allowed_context(packet, search_context, material_context) return packet except Exception as error: repaired = self.client.chat_complete( @@ -196,13 +426,19 @@ class PacketWorker: raw_response=raw, error=error, search_context=search_context, + material_context=material_context, ), temperature=0, max_tokens=self.role.max_tokens, tag=f"packet-repair:{card.task_id}", ) - packet = _extract_json_object(repaired) + packet = normalize_packet_against_context( + _extract_json_object(repaired), + search_context, + material_context, + ) validate_packet(packet) + validate_packet_against_allowed_context(packet, search_context, material_context) return packet @@ -233,7 +469,7 @@ def run_packet_workers( def run_one(card: TaskCard) -> tuple[TaskCard, dict | None, Exception | None]: search_provider = search_provider_factory() if search_provider_factory else None try: - worker = PacketWorker(role=role, client=client_factory(role), search_provider=search_provider) + worker = PacketWorker(role=role, client=client_factory(role), project_root=project_root, search_provider=search_provider) return card, worker.run(card), None except Exception as error: return card, None, error diff --git a/scripts/search.py b/scripts/search.py index 27dfbc6..0af0df0 100644 --- a/scripts/search.py +++ b/scripts/search.py @@ -25,17 +25,19 @@ from scripts.lib.zenmux_client import load_secrets ROUTE_HELP = { - "general": "Exa -> Tavily generic web discovery", + "general": "Tavily -> Exa -> Brave generic web discovery", + "evidence": "Exa highlights -> Tavily -> Brave controlled evidence discovery", "scholar": "Serper Scholar -> generic fallback", "patents": "Serper Google Patents -> site:patents.google.com fallback", "news": "Serper News -> generic fallback", + "fda": "FDA-focused discovery for warning letters, enforcement pages, and meeting materials", } PROFILE_ROUTES = { - "biomed_literature": ["scholar", "general"], - "patent_heavy": ["patents", "general"], - "china_market": ["news", "general"], - "investment": ["news", "general"], + "biomed_literature": ["scholar", "evidence", "general"], + "patent_heavy": ["patents", "evidence", "general"], + "china_market": ["news", "evidence", "general"], + "investment": ["news", "evidence", "general"], } PROFILE_QUERY_PREFIX = { @@ -46,12 +48,16 @@ PROFILE_QUERY_PREFIX = { def search_route(client: SearchClient, route: str, query: str, args: argparse.Namespace) -> list[SearchHit]: if route == "general": return client.search(query, num_results=args.num_results) + if route == "evidence": + return client.evidence(query, num_results=args.num_results, category=args.exa_category) if route == "scholar": return client.scholar(query, num_results=args.num_results, year_low=args.year_low) if route == "patents": return client.patents(query, num_results=args.num_results) if route == "news": return client.news(query, num_results=args.num_results, time_range=args.time_range) + if route == "fda": + return client.fda(query, num_results=args.num_results) raise SystemExit(f"unknown route: {route}") @@ -107,6 +113,11 @@ def build_parser() -> argparse.ArgumentParser: help="Run a strategy profile instead of a single route", ) parser.add_argument("--num-results", type=int, default=10) + parser.add_argument( + "--exa-category", + choices=["research paper", "news", "company", "financial report", "github", "tweet", "personal site", "pdf"], + help="Optional Exa category for the evidence route", + ) parser.add_argument("--year-low", type=int, help="Lower year bound for scholar searches") parser.add_argument("--time-range", choices=["d", "w", "m", "y"], help="Serper news time range") parser.add_argument("--json", action="store_true", help="Emit JSON instead of Markdown") diff --git a/skills/deep-research/SKILL.md b/skills/deep-research/SKILL.md index b7bf4c5..f656243 100644 --- a/skills/deep-research/SKILL.md +++ b/skills/deep-research/SKILL.md @@ -25,6 +25,7 @@ Deep Research is driven by the repository Python core, not by chat context. Trea 6. Run Phase 2 with file-backed task cards and packets: `uv run python scripts/dr.py research --workers 6 --execute-packets --allow-search-fallback` 7. Build briefs and chapters only from persisted packets: + `uv run python scripts/dr.py sources cache --limit 50` `uv run python scripts/dr.py research --build-briefs` `uv run python scripts/dr.py research --assemble-chapters --workers 4` 8. Review and finalize through Python: @@ -37,6 +38,7 @@ Deep Research is driven by the repository Python core, not by chat context. Trea - Do not invent evidence when model/API access fails. Stop at the last durable artifact and report the exact blocker. - Phase 2 concurrency must use task cards and packet files, not platform subagents as the default mechanism. - Search must use the project Python gateway (`scripts/search.py` / `scripts.lib.search_client`) by default. Do not use Tavily MCP, browser MCP, or platform-native web search in subagents unless the user explicitly requests that escape hatch. +- Key Tier 1-2 sources such as ICH Q9/Q10, EU GMP Annex 1, FDA guidance/warning letters, EMA/NMPA/WHO pages, and pharmacopeia materials should be cached as local Markdown snapshots under `phase2/source_cache/` before chapter assembly. - User materials are starting evidence, not final truth. Cross-check against authoritative sources such as NMPA, FDA, EMA, ICH, WHO, pharmacopeias, and recognized best-practice references. - For GMP/quality/operations diagnosis, prefer `--method gmp_quality_operations_diagnosis`. - Chapter drafts are not acceptable if they merely summarize principles. Each section must turn evidence into concrete findings, risk implications, and整改动作;otherwise return to Phase 2 enrichment. diff --git a/skills/search-gateway/SKILL.md b/skills/search-gateway/SKILL.md index f89d474..b8cf632 100644 --- a/skills/search-gateway/SKILL.md +++ b/skills/search-gateway/SKILL.md @@ -15,6 +15,7 @@ Run searches from the repository root: ```bash uv run python scripts/search.py "" --route general --json --trace +uv run python scripts/search.py "" --route evidence --json --trace uv run python scripts/search.py "" --route scholar --year-low 2020 --json --trace uv run python scripts/search.py "" --route news --time-range y --json --trace uv run python scripts/search.py "" --route patents --json --trace @@ -29,12 +30,19 @@ UV_CACHE_DIR=/private/tmp/deep_research_uv_cache uv run python scripts/search.py ## Routing -- `general`: Exa first, Tavily fallback. -- `scholar`: Serper Scholar first; use for papers, guidelines, and technical literature. +- `general`: Tavily first, Exa fallback, Brave fallback; use for broad discovery and gap filling. +- `evidence`: Exa highlights first, Tavily fallback, Brave fallback; use when a task card needs concise, source-level candidate evidence for an evidence packet. +- `scholar`: Serper Scholar first; use for papers, reviews, technical literature, and academic validation only. - `news`: Serper News first; use for recent industry/current information. - `patents`: Serper Google Patents first. - `biomed_literature`: scholar plus general discovery. +Serper is not the default general web search source. Keep it mainly for Scholar, Google Patents, News, and targeted `site:` searches where Google coverage matters. + +Tavily Research is a phase-level scan tool, not a packet-writing shortcut. Use it for Phase 1 initial landscape scans, Phase 2 gap-fill after a chapter is thin, or Phase 3回炉补证据;its output must be saved, source-scored, deduplicated, and converted into candidate evidence before citation. + +Exa is the preferred controlled evidence discovery route for agents because it can return short highlights/text per URL. Treat Exa hits as candidate sources unless the URL itself is an original Tier 1-2 source. + API keys are loaded from `secrets.env` by `scripts/search.py`; do not ask the user to authorize MCP calls when the env keys are available. ## Subagent Protocol @@ -45,6 +53,7 @@ For evidence packets: 2. Use search hits only as candidate sources; whenever possible, cite the original regulator, guideline, paper, or official document. 3. Put every used source in `sources` with `id`, `title`, `url`, `tier`, and `score`. 4. Do not write a final chapter during search; produce structured evidence only. +5. For repeatedly used Tier 1-2 sources, run `uv run python scripts/dr.py sources cache ` so later phases can cite a local Markdown snapshot rather than only a URL. For chapter assembly: diff --git a/skills/search-strategy/SKILL.md b/skills/search-strategy/SKILL.md new file mode 100644 index 0000000..ff3a195 --- /dev/null +++ b/skills/search-strategy/SKILL.md @@ -0,0 +1,76 @@ +--- +name: search-strategy +description: 生物医药深度研究的统一检索策略。规定信源优先级、检索轮次、关键词构造、API 路由,以及何时切换到专业信源。所有做信息收集的 worker/agent 必须加载此技能。 +--- + +# Search Strategy + +## Core Rule + +Do not send Chinese chapter titles, interview paragraphs, or full task-card text directly to search APIs. For formal search, first convert the task into short English query terms plus axis terms, then add source/domain constraints when useful. + +## Query Construction + +Build every query from three parts: + +- `entity/domain`: the object or field, such as `pharmaceutical`, `biologics`, `sterile drug`, `CDMO`, `quality system`. +- `axis`: the research axis, such as `CAPA deviation change control`, `aseptic processing process validation PPQ`, `quality metrics management review`. +- `evidence type`: the evidence to retrieve, such as `Warning Letter`, `meeting materials`, `guidance`, `systematic review`, `patent`, `best practices`. + +Default English query length is 5-12 keywords. Chinese terms are useful for NMPA, local industry sources, and internal-material matching, but Chinese long sentences must not be the default query form. + +For route-specific searches, do not append the original Chinese chapter title after the English query. If chapter context is needed, map the chapter to short English concept terms first, such as `commercial readiness phase gate`, `aseptic processing`, `quality metrics management review`, or `CAPA effectiveness check`. + +## Route Patterns + +- `fda`: use `site:fda.gov` plus `Warning Letter`, `inspection`, `enforcement`, `meeting materials`, or `meeting minutes`, then add the axis terms. +- `scholar`: use technical/scientific terms plus `review`, `validation`, `risk management`, `quality system`, or disease/mechanism terms. +- `evidence`: use Exa highlights for controlled evidence discovery when a packet needs concise source-level excerpts; still trace important hits back to original Tier 1-2 sources. +- `patents`: use technology route plus material, target, process, formulation, device, or manufacturing terms. +- `news`: use company/industry plus event type and recency terms. +- `general`: use Tavily/Exa/Brave for discovery and gap filling; trace useful hits back to Tier 1-2 original sources before citing. Do not route generic web discovery through Serper by default. +- `tavily_research` conceptually means a phase-level scan, not a normal packet route. Save the research result, score/deduplicate sources, then convert it into candidate evidence before writing claims. + +## GMP/FDA Examples + +Bad query: + +```text +围绕《审计发现应先转化为商业化阶段门缺口,而不是停留在风险项计数》从质量体系角度提炼可证伪的核心结论 +``` + +Good queries: + +```text +site:fda.gov "Warning Letter" CGMP CAPA deviation change control data integrity pharmaceutical +site:fda.gov "meeting materials" "pharmaceutical quality" "quality metrics" +site:fda.gov/inspections-compliance-enforcement-and-criminal-investigations "Warning Letter" aseptic processing process validation +``` + +## Source Priority + +- Tier 1: regulator, guideline, pharmacopeia, primary literature, trial registry, patent original, company filing. +- Tier 2: systematic review, recognized consulting or industry association report, professional database/media. +- Tier 3: conference abstract, broker report, preprint, vendor white paper. +- Tier 4: generic web search result; discovery only, not conclusion support. + +## Four-Round Search Discipline + +1. Tier 1 direct hit: regulator, PubMed/Scholar, trial registry, patent original, or official filing. +2. Tier 2 synthesis: recognized review, guideline interpretation, consulting/association report. +3. Counter-evidence: limitations, failures, enforcement actions, contradictory interpretations. +4. Gap fill: Exa evidence discovery or Tavily/Brave general discovery, then trace back to original sources. Use Serper here only for Google-specific needs such as `site:` targeting, Scholar, Patents, or News. + +## Tavily Research vs Exa Evidence + +- Tavily Research is best for Phase 1 initial landscape scans, thin-chapter补证据, and Phase 3回炉. Prompt in English, specify source priority, counter-evidence, and structured output. Do not cite its synthesized prose directly. +- Exa evidence discovery is best for Phase 2 packet work because highlights/text are compact enough for source-quality scoring and evidence-table mapping. +- Serper remains preferred for Scholar, Google Patents, News, and Google-specific `site:` targeting. +- Brave remains a cross-check and mixed-language fallback, not the first evidence route. + +## Required Packet Behavior + +- Put search keywords or route notes in `raw_quotes_or_notes` when evidence is weak or no suitable source was found. +- FDA/GMP tasks must explicitly check Warning Letters, inspection/enforcement pages, and meeting materials/minutes. +- Do not cite search snippets as final evidence when an original regulator, guideline, paper, or official PDF can be reached. +- If the candidate sources are not sufficient, stop and record the gap in `open_questions` instead of writing generic prose. diff --git a/tests/test_chapter_assembly.py b/tests/test_chapter_assembly.py index a8e18f3..dd46e6b 100644 --- a/tests/test_chapter_assembly.py +++ b/tests/test_chapter_assembly.py @@ -62,6 +62,10 @@ def write_packet(path: Path, task_id: str, claim: str, source_id: str) -> None: "evidence_items": [{"source_id": source_id, "summary": f"{claim} 的证据"}], "counter_evidence": [{"claim": "仍需关注样本量和外推限制", "source_ids": ["src_counter"]}], "source_ids": [source_id, "src_counter"], + "sources": [ + {"id": source_id, "title": "来源", "url": f"https://example.com/{source_id}"}, + {"id": "src_counter", "title": "反方来源", "url": "https://example.com/counter"}, + ], "source_quality_notes": [f"{source_id} Tier 1"], "open_questions": ["还需要补充中国市场数据"], "raw_quotes_or_notes": ["English note can remain as source material."], @@ -76,6 +80,7 @@ def test_build_chapter_briefs_aggregates_packets_by_chapter(tmp_path: Path) -> N { "task_id": "ch01-clinical", "chapter_ids": ["ch01"], + "chapter_title": "临床证据正在重塑需求判断", "topic_axis": "clinical", "questions": ["q"], "search_routes": ["scholar"], @@ -84,6 +89,7 @@ def test_build_chapter_briefs_aggregates_packets_by_chapter(tmp_path: Path) -> N { "task_id": "ch01-market", "chapter_ids": ["ch01"], + "chapter_title": "临床证据正在重塑需求判断", "topic_axis": "market", "questions": ["q"], "search_routes": ["news"], @@ -101,6 +107,7 @@ def test_build_chapter_briefs_aggregates_packets_by_chapter(tmp_path: Path) -> N brief = briefs[0] validate_chapter_brief(brief) assert brief["chapter_id"] == "ch01" + assert brief["chapter_title"] == "临床证据正在重塑需求判断" assert brief["packet_ids"] == ["ch01-clinical", "ch01-market"] assert "src_001" in brief["source_ids"] assert "src_002" in brief["source_ids"] @@ -118,6 +125,50 @@ def test_build_chapter_briefs_aggregates_packets_by_chapter(tmp_path: Path) -> N assert (project / "phase2/compressed_findings/ch01.json").exists() +def test_build_chapter_briefs_skips_placeholder_packets(tmp_path: Path) -> None: + project = tmp_path / "project" + cards = [ + { + "task_id": "ch01-good", + "chapter_ids": ["ch01"], + "chapter_title": "临床证据正在重塑需求判断", + "topic_axis": "clinical", + "questions": ["q"], + "search_routes": ["scholar"], + "output_packet": "phase2/packets/ch01-good.json", + }, + { + "task_id": "ch01-empty", + "chapter_ids": ["ch01"], + "chapter_title": "临床证据正在重塑需求判断", + "topic_axis": "clinical", + "questions": ["q"], + "search_routes": ["scholar"], + "output_packet": "phase2/packets/ch01-empty.json", + }, + ] + (project / "phase2").mkdir(parents=True) + (project / "phase2/task_cards.json").write_text(json.dumps(cards, ensure_ascii=False), encoding="utf-8") + write_packet(project / "phase2/packets/ch01-good.json", "ch01-good", "临床证据支持核心判断", "src_001") + empty = { + "task_id": "ch01-empty", + "claims": [], + "evidence_items": [], + "counter_evidence": [], + "source_ids": [], + "source_quality_notes": [], + "open_questions": [], + "raw_quotes_or_notes": [], + } + (project / "phase2/packets/ch01-empty.json").write_text(json.dumps(empty, ensure_ascii=False), encoding="utf-8") + + briefs = build_chapter_briefs(project) + + assert len(briefs) == 1 + warnings = json.loads((project / "phase2/brief_warnings.json").read_text(encoding="utf-8")) + assert warnings[0]["task_id"] == "ch01-empty" + + def test_chapter_prompt_contains_brief_and_fragmentation_guard() -> None: brief = { "chapter_id": "ch01", @@ -161,6 +212,8 @@ def test_chapter_assembly_worker_writes_markdown(tmp_path: Path) -> None: assert output == tmp_path / "phase2/drafts/ch01.md" assert "结论先行" in output.read_text(encoding="utf-8") assert fake.calls[0]["model"] == role.model + assert "章节证据分析师" in fake.calls[0]["system"] + assert "中文章节组装 worker" in fake.calls[0]["system"] def test_validate_chapter_markdown_rejects_unknown_source_ids() -> None: diff --git a/tests/test_phase0_materials.py b/tests/test_phase0_materials.py index 77626a8..25f2517 100644 --- a/tests/test_phase0_materials.py +++ b/tests/test_phase0_materials.py @@ -68,13 +68,22 @@ def test_framework_mentions_ingested_materials(tmp_path: Path) -> None: assert "phase0/extracted/audit.md" in framework assert "NMPA、FDA、EMA、ICH、WHO" in framework + assert "Phase1 的职责是大胆假设" in framework + assert "本章要解决的问题" in framework assert "请先确认 `phase1/material_brief.md`" in framework assert research_brief_md.exists() assert "任务切分原则" in research_brief_md.read_text(encoding="utf-8") + assert "章节命题与求证计划" in research_brief_md.read_text(encoding="utf-8") + assert (project / "phase1" / "hypothesis_map.json").exists() assert brief["research_method"] == "gmp_quality_operations_diagnosis" assert brief["work_language"] == "zh" + assert brief["phase2_mode"] == "chapter_integrated" + assert brief["central_thesis"] + assert brief["chapter_planning"][0]["phase2_prompt_context"] assert brief["task_planning"]["required_skills"] - assert brief["task_planning"]["search_routes_by_axis"]["counter"] == ["scholar", "general"] + assert brief["task_planning"]["phase2_mode"] == "chapter_integrated" + assert brief["task_planning"]["search_routes_by_axis"]["counter"] == ["fda", "scholar", "evidence", "general"] + assert brief["task_planning"]["search_routes_by_axis"]["quality_system_gap"] == ["fda", "evidence", "general"] assert brief["phase2_inputs"]["framework_path"] == "phase1/framework.md" diff --git a/tests/test_phase3_model_review.py b/tests/test_phase3_model_review.py new file mode 100644 index 0000000..3e01635 --- /dev/null +++ b/tests/test_phase3_model_review.py @@ -0,0 +1,80 @@ +from __future__ import annotations + +import json +import sys +from pathlib import Path + +REPO_ROOT = Path(__file__).resolve().parents[1] +if str(REPO_ROOT) not in sys.path: + sys.path.insert(0, str(REPO_ROOT)) + +from scripts.runtime.review import ( + build_phase3_model_review_context, + build_phase3_model_critique, + phase3_model_review_system_prompt, +) + + +class FakeClient: + def __init__(self) -> None: + self.calls: list[dict[str, object]] = [] + + def chat_complete(self, **kwargs) -> str: + self.calls.append(kwargs) + return "# Phase 3 Opus 4.7 独立审校\n\n## 总体判定\n\n回炉 Phase2。\n" + + +def make_project(tmp_path: Path) -> Path: + project = tmp_path / "project" + (project / "phase1").mkdir(parents=True) + (project / "phase2/drafts").mkdir(parents=True) + (project / "phase2/compressed_findings").mkdir(parents=True) + (project / "manifest.json").write_text( + json.dumps({"topic": "白帆测试项目", "phase3": {}}, ensure_ascii=False), + encoding="utf-8", + ) + (project / "phase1/framework.md").write_text("## 第1章 质量体系判断\n", encoding="utf-8") + (project / "phase2/drafts/ch01.md").write_text("## 质量体系判断\n\n正文。[src_001]\n", encoding="utf-8") + (project / "phase2/sources.jsonl").write_text('{"id":"src_001","title":"来源","url":"https://www.fda.gov/example"}\n', encoding="utf-8") + (project / "phase2/compressed_findings/ch01.json").write_text( + json.dumps( + { + "chapter_id": "ch01", + "chapter_title": "质量体系判断", + "packet_ids": ["ch01-a"], + "chapter_thesis": "质量体系需要补证据", + "key_findings": [], + "evidence_landings": [], + "counter_evidence": [], + "source_ids": ["src_001"], + "open_questions": [], + "writing_plan": [], + }, + ensure_ascii=False, + ), + encoding="utf-8", + ) + return project + + +def test_phase3_model_context_contains_structured_inputs(tmp_path: Path) -> None: + project = make_project(tmp_path) + + context = build_phase3_model_review_context(project) + + assert "Deterministic Review Baseline" in context + assert "Compressed Findings" in context + assert "Chapter Drafts" in context + assert "src_001" in context + + +def test_phase3_model_review_calls_requested_model_and_writes_critique(tmp_path: Path) -> None: + project = make_project(tmp_path) + fake = FakeClient() + + out = build_phase3_model_critique(project, client=fake, model="zenmux-anthropic/claude-opus-4-7") + + assert out.exists() + assert fake.calls[0]["model"] == "zenmux-anthropic/claude-opus-4-7" + assert "独立总编审校" in fake.calls[0]["system"] + assert "FDA/NMPA/EMA/ICH/WHO" in phase3_model_review_system_prompt() diff --git a/tests/test_polish_prompt.py b/tests/test_polish_prompt.py new file mode 100644 index 0000000..f442a88 --- /dev/null +++ b/tests/test_polish_prompt.py @@ -0,0 +1,19 @@ +from __future__ import annotations + +import sys +from pathlib import Path + +REPO_ROOT = Path(__file__).resolve().parents[1] +if str(REPO_ROOT) not in sys.path: + sys.path.insert(0, str(REPO_ROOT)) + +from scripts.polish import build_polish_system_prompt + + +def test_polish_system_prompt_loads_humanizer_and_output_hygiene() -> None: + prompt = build_polish_system_prompt() + + assert "# Skill: humanizer-cn" in prompt + assert "CN-1" in prompt + assert "# Skill: output-hygiene" in prompt + assert "禁止词" in prompt diff --git a/tests/test_reporting.py b/tests/test_reporting.py index 6bab5ff..603698a 100644 --- a/tests/test_reporting.py +++ b/tests/test_reporting.py @@ -10,6 +10,7 @@ if str(REPO_ROOT) not in sys.path: from scripts.reporting.fonts import resolve_quarto_fonts from scripts.reporting.references import build_references_block +from scripts.number_citations import number_citations def test_build_references_block_uses_only_cited_sources(tmp_path: Path) -> None: @@ -32,3 +33,38 @@ def test_resolve_quarto_fonts_returns_stable_defaults_for_missing_dir(tmp_path: assert fonts.main_font == "Source Han Serif CN" assert fonts.sans_font == "Source Han Sans CN" assert fonts.requires_system_fonts is True + + +def test_number_citations_replaces_source_ids_and_keeps_url() -> None: + text = "# 报告\n\n关键判断。[src_a, src_b]\n\n## 参考文献\n\n旧列表\n" + sources = { + "src_a": {"title": "法规 A", "url": "https://example.com/a"}, + "src_b": {"title": "指南 B", "url": "https://example.com/b"}, + } + + numbered, records = number_citations(text=text, sources=sources) + + assert "关键判断。[1, 2]" in numbered + assert "[src_a" not in numbered + assert "## 参考来源清单" in numbered + assert "1. 法规 A. https://example.com/a" in numbered + assert "旧列表" not in numbered + assert [record["source_id"] for record in records] == ["src_a", "src_b"] + + +def test_number_citations_deduplicates_same_underlying_source() -> None: + text = "甲。[src_a]\n\n乙。[src_b, src_c]\n" + sources = { + "src_a": {"title": "同一报告 OCR", "path": "phase0/report.md"}, + "src_b": {"title": "同一报告", "path": "phase0/report.md"}, + "src_c": {"title": "法规 C", "url": "https://example.com/c"}, + } + + numbered, records = number_citations(text=text, sources=sources) + + assert "甲。[1]" in numbered + assert "乙。[1, 2]" in numbered + assert numbered.count("同一报告") == 1 + assert "同一报告 OCR" not in numbered + assert len(records) == 2 + assert records[0]["source_ids"] == ["src_a", "src_b"] diff --git a/tests/test_search_grounded_packets.py b/tests/test_search_grounded_packets.py index 6276b33..64507e0 100644 --- a/tests/test_search_grounded_packets.py +++ b/tests/test_search_grounded_packets.py @@ -11,7 +11,7 @@ if str(REPO_ROOT) not in sys.path: from scripts.runtime.roles import resolve_runtime_profile from scripts.runtime.sources import append_packet_sources, rebuild_sources_from_packets from scripts.runtime.tasks import TaskCard -from scripts.runtime.workers import PacketWorker, build_search_context +from scripts.runtime.workers import PacketWorker, build_material_context, build_route_query, build_search_context, normalize_packet_against_context class FakeSearchProvider: @@ -57,6 +57,66 @@ def test_build_search_context_assigns_stable_source_ids() -> None: assert context["routes_used"] == ["scholar", "general"] +def test_fda_route_query_uses_english_axis_terms_not_chinese_title() -> None: + card = TaskCard( + task_id="ch10-fda_enforcement_precedents", + chapter_ids=["ch10"], + topic_axis="fda_enforcement_precedents", + questions=["立即纠偏、体系补强、能力建设三层整改路线图必须绑定 owner、关闭证据和复核机制"], + search_routes=["fda"], + output_packet="phase2/packets/ch10-fda_enforcement_precedents.json", + chapter_title="立即纠偏、体系补强、能力建设三层整改路线图必须绑定 owner、关闭证据和复核机制", + ) + + query = build_route_query(card, "fda") + + assert "立即纠偏" not in query + assert "CAPA" in query + assert "remediation" in query + assert "verification evidence" in query + + +def test_integrated_scholar_query_does_not_leak_internal_axis_or_cjk_punctuation() -> None: + card = TaskCard( + task_id="ch07-chapter_integrated", + chapter_ids=["ch07"], + topic_axis="chapter_integrated", + questions=["人员能力:培训有效性比培训记录更关键"], + search_routes=["scholar"], + output_packet="phase2/packets/ch07-chapter_integrated.json", + chapter_title="人员能力:培训有效性比培训记录更关键", + ) + + query = build_route_query(card, "scholar") + + assert "chapter_integrated" not in query + assert "、" not in query + assert " " not in query + assert "training" in query + assert "quality" in query + assert not any("\u4e00" <= char <= "\u9fff" for char in query) + + +def test_evidence_route_query_is_short_english_candidate_evidence_query() -> None: + card = TaskCard( + task_id="ch08-chapter_integrated", + chapter_ids=["ch08"], + topic_axis="chapter_integrated", + questions=["运营管理需要建立跨部门节奏、问题升级、指标看板和管理层 review"], + search_routes=["evidence"], + output_packet="phase2/packets/ch08-chapter_integrated.json", + chapter_title="运营管理需要建立跨部门节奏、问题升级、指标看板和管理层 review", + ) + + query = build_route_query(card, "evidence") + + assert "evidence" in query + assert "quality" in query + assert "operations" in query + assert "运营管理" not in query + assert not any("\u4e00" <= char <= "\u9fff" for char in query) + + def test_packet_worker_includes_search_context_in_prompt() -> None: context = build_search_context(sample_card(), FakeSearchProvider(), num_results_per_route=1) response = { @@ -79,7 +139,71 @@ def test_packet_worker_includes_search_context_in_prompt() -> None: assert "candidate_sources" in fake.calls[0]["user"] -def test_append_packet_sources_dedupes_by_url(tmp_path: Path) -> None: +def test_normalize_packet_fills_source_ids_and_sources_from_context() -> None: + context = { + "candidate_sources": [ + {"id": "src_a", "title": "A", "url": "https://example.com/a", "tier": "Tier 2", "score": 7} + ] + } + packet = { + "task_id": "ch01", + "claims": [{"claim": "判断", "source_ids": ["src_a"]}], + "evidence_items": [{"source_id": "src_a", "summary": "证据"}], + "counter_evidence": [{"claim": "反方", "source_ids": ["src_a"]}], + "source_quality_notes": [], + "open_questions": [], + "raw_quotes_or_notes": [], + } + + normalized = normalize_packet_against_context(packet, context, None) + + assert normalized["source_ids"] == ["src_a"] + assert normalized["sources"] == context["candidate_sources"] + + +def test_material_context_is_loaded_and_allowed_as_source(tmp_path: Path) -> None: + project = tmp_path / "project" + material = project / "phase0/extracted/audit.md" + material.parent.mkdir(parents=True) + material.write_text("白帆现场发现:偏差调查未闭环。", encoding="utf-8") + card = TaskCard( + task_id="ch01-chapter_integrated", + chapter_ids=["ch01"], + topic_axis="chapter_integrated", + questions=["q"], + search_routes=[], + output_packet="phase2/packets/ch01-chapter_integrated.json", + allowed_materials=["phase0/extracted/audit.md"], + ) + context = build_material_context(card, project) + response = { + "task_id": "ch01-chapter_integrated", + "claims": [{"claim": "现场材料显示偏差调查需要补强", "source_ids": [context["materials"][0]["source_id"]]}], + "evidence_items": [{"source_id": context["materials"][0]["source_id"], "summary": "偏差调查未闭环。"}], + "counter_evidence": [{"claim": "需与完整审计报告交叉确认", "source_ids": [context["materials"][0]["source_id"]]}], + "source_ids": [context["materials"][0]["source_id"]], + "sources": [ + { + "id": context["materials"][0]["source_id"], + "title": "audit.md", + "url": "phase0/extracted/audit.md", + "tier": "local_material", + } + ], + "source_quality_notes": ["本地材料作为起点证据"], + "open_questions": [], + "raw_quotes_or_notes": ["白帆现场发现:偏差调查未闭环。"], + } + fake = FakeClient(response) + role = resolve_runtime_profile(profile="medium").role_for_task("evidence_packet") + + packet = PacketWorker(role=role, client=fake, project_root=project).run(card) + + assert packet["source_ids"] == [context["materials"][0]["source_id"]] + assert "白帆现场发现" in fake.calls[0]["user"] + + +def test_append_packet_sources_preserves_distinct_source_ids_for_same_url(tmp_path: Path) -> None: packet = { "sources": [ {"id": "src_a", "title": "A", "url": "https://example.com/a", "tier": "Tier 2", "score": 7}, @@ -89,11 +213,11 @@ def test_append_packet_sources_dedupes_by_url(tmp_path: Path) -> None: written = append_packet_sources(tmp_path / "sources.jsonl", packet) - assert written == 1 - assert len((tmp_path / "sources.jsonl").read_text(encoding="utf-8").splitlines()) == 1 + assert written == 2 + assert len((tmp_path / "sources.jsonl").read_text(encoding="utf-8").splitlines()) == 2 -def test_rebuild_sources_from_packets_dedupes_manual_packets(tmp_path: Path) -> None: +def test_rebuild_sources_from_packets_preserves_distinct_source_ids(tmp_path: Path) -> None: project = tmp_path / "project" packets = project / "phase2" / "packets" packets.mkdir(parents=True) @@ -109,7 +233,34 @@ def test_rebuild_sources_from_packets_dedupes_manual_packets(tmp_path: Path) -> count = rebuild_sources_from_packets(project) lines = (project / "phase2" / "sources.jsonl").read_text(encoding="utf-8").splitlines() - assert count == 2 - assert len(lines) == 2 + assert count == 3 + assert len(lines) == 3 assert "src_001" in lines[0] - assert "src_003" in lines[1] + assert "src_002" in lines[1] + assert "src_003" in lines[2] + + +def test_rebuild_sources_preserves_cache_metadata(tmp_path: Path) -> None: + project = tmp_path / "project" + packets = project / "phase2" / "packets" + packets.mkdir(parents=True) + source = {"id": "src_001", "title": "A", "url": "https://example.com/a"} + (packets / "ch01-a.json").write_text(json.dumps({"sources": [source]}, ensure_ascii=False), encoding="utf-8") + (project / "phase2/sources.jsonl").write_text( + json.dumps( + { + **source, + "cached_text_path": "phase2/source_cache/md/src_001.md", + "cache_status": "fetched", + }, + ensure_ascii=False, + ) + + "\n", + encoding="utf-8", + ) + + rebuild_sources_from_packets(project) + + row = json.loads((project / "phase2/sources.jsonl").read_text(encoding="utf-8")) + assert row["cached_text_path"] == "phase2/source_cache/md/src_001.md" + assert row["cache_status"] == "fetched" diff --git a/tests/test_source_cache.py b/tests/test_source_cache.py new file mode 100644 index 0000000..6c80c63 --- /dev/null +++ b/tests/test_source_cache.py @@ -0,0 +1,70 @@ +from __future__ import annotations + +import json +import sys +from pathlib import Path + +REPO_ROOT = Path(__file__).resolve().parents[1] +if str(REPO_ROOT) not in sys.path: + sys.path.insert(0, str(REPO_ROOT)) + +from scripts.runtime.source_cache import cache_sources, is_important_source + + +class FakeResponse: + headers = {"content-type": "text/html; charset=utf-8"} + url = "https://www.fda.gov/example" + content = b"

FDA Guidance

Important CGMP text.

" + + def raise_for_status(self) -> None: + return None + + +class FakeClient: + def __enter__(self) -> "FakeClient": + return self + + def __exit__(self, *_args) -> None: + return None + + def get(self, url: str) -> FakeResponse: + assert url == "https://www.fda.gov/example" + return FakeResponse() + + def close(self) -> None: + return None + + +def test_is_important_source_detects_official_regulator() -> None: + assert is_important_source({"url": "https://www.fda.gov/example", "title": "FDA"}) + assert not is_important_source({"url": "https://example.com/blog", "title": "Blog"}) + + +def test_cache_sources_writes_markdown_and_updates_registry(tmp_path: Path, monkeypatch) -> None: + project = tmp_path / "project" + sources = project / "phase2" / "sources.jsonl" + sources.parent.mkdir(parents=True) + sources.write_text( + json.dumps( + { + "id": "src_fda_001", + "title": "FDA Guidance", + "url": "https://www.fda.gov/example", + "tier": "Tier 1", + }, + ensure_ascii=False, + ) + + "\n", + encoding="utf-8", + ) + + monkeypatch.setattr("scripts.runtime.source_cache.httpx.Client", lambda **_kwargs: FakeClient()) + + results = cache_sources(project) + + rows = [json.loads(line) for line in sources.read_text(encoding="utf-8").splitlines()] + assert len(results) == 1 + assert rows[0]["cached_text_path"].startswith("phase2/source_cache/md/") + cached = project / rows[0]["cached_text_path"] + assert cached.exists() + assert "Important CGMP text." in cached.read_text(encoding="utf-8") diff --git a/tests/test_v020_cli.py b/tests/test_v020_cli.py index 2a85e47..ed35546 100644 --- a/tests/test_v020_cli.py +++ b/tests/test_v020_cli.py @@ -68,6 +68,10 @@ def test_research_build_briefs_does_not_overwrite_existing_packets(tmp_path: Pat "evidence_items": [{"source_id": "src_001", "summary": "证据"}], "counter_evidence": [{"claim": "限制", "source_ids": ["src_002"]}], "source_ids": ["src_001", "src_002"], + "sources": [ + {"id": "src_001", "title": "来源1", "url": "https://example.com/1"}, + {"id": "src_002", "title": "来源2", "url": "https://example.com/2"}, + ], "source_quality_notes": ["src_001 Tier 1"], "open_questions": [], "raw_quotes_or_notes": [], @@ -80,6 +84,28 @@ def test_research_build_briefs_does_not_overwrite_existing_packets(tmp_path: Pat assert "真实证据不能被 skeleton 覆盖" in packet_path.read_text(encoding="utf-8") +def test_codex_native_profile_does_not_claim_python_core_model_execution(tmp_path: Path) -> None: + project = tmp_path / "project" + (project / "phase1").mkdir(parents=True) + (project / "manifest.json").write_text( + '{"research_method": "mckinsey_market", "phase1": {"approved": true}, "phase2": {}}\n', + encoding="utf-8", + ) + (project / "phase1/framework.md").write_text( + "## 第1章 临床证据正在重塑需求判断\n\n研究思路。", + encoding="utf-8", + ) + + args = dr.build_parser().parse_args(["research", str(project), "--profile", "codex_native", "--execute-packets"]) + + try: + dr.cmd_research(args) + except SystemExit as exc: + assert "not Codex App built-in models" in str(exc) + else: + raise AssertionError("codex_native must not execute through Python external clients") + + def test_packet_state_counts_ignores_stale_errors_for_ready_packets(tmp_path: Path) -> None: project = tmp_path / "project" (project / "phase2/packets").mkdir(parents=True) @@ -184,6 +210,30 @@ def test_init_and_frame_create_executable_python_core_project(tmp_path: Path) -> assert "中文" in framework +def test_frame_can_preserve_existing_outline(tmp_path: Path) -> None: + project = tmp_path / "custom-outline" + (project / "phase1").mkdir(parents=True) + (project / "manifest.json").write_text( + '{"topic": "自定义研究", "research_method": "mckinsey_market", "target_words": 12000, "phase1": {}}\n', + encoding="utf-8", + ) + (project / "phase1/framework.md").write_text( + "## 第1章 第一条自定义主线\n\n## 第2章 第二条自定义主线\n\n## 第3章 第三条自定义主线\n\n" + "## 第4章 第四条自定义主线\n\n## 第5章 第五条自定义主线\n\n## 第6章 第六条自定义主线\n\n" + "## 第7章 第七条自定义主线\n\n## 第8章 第八条自定义主线\n", + encoding="utf-8", + ) + + args = dr.build_parser().parse_args(["frame", str(project), "--preserve-existing-outline"]) + + assert dr.cmd_frame(args) == 0 + framework = (project / "phase1/framework.md").read_text(encoding="utf-8") + brief = json.loads((project / "phase1/research_brief.json").read_text(encoding="utf-8")) + assert "第一条自定义主线" in framework + assert "本章要解决的问题" in framework + assert brief["chapter_planning"][0]["title"] == "第一条自定义主线" + + def test_review_writes_phase3_critique(tmp_path: Path) -> None: project = tmp_path / "project" (project / "phase1").mkdir(parents=True) @@ -205,6 +255,54 @@ def test_review_writes_phase3_critique(tmp_path: Path) -> None: assert "src_001" in text +def test_review_model_dry_run_exposes_opus_context_plan(tmp_path: Path, capsys) -> None: + project = tmp_path / "project" + project.mkdir() + (project / "manifest.json").write_text('{"topic": "测试项目"}\n', encoding="utf-8") + + args = dr.build_parser().parse_args(["review", str(project), "--model-review", "--dry-run"]) + + assert dr.cmd_review(args) == 0 + out = capsys.readouterr().out + assert "zenmux-anthropic/claude-opus-4-7" in out + assert "review_context_opus_4_7.md" in out + + +def test_finalize_polish_dry_run_uses_polish_source_argument(tmp_path: Path, capsys) -> None: + project = tmp_path / "project" + (project / "phase4").mkdir(parents=True) + (project / "manifest.json").write_text( + '{"model_profile": "medium", "phase4": {}}\n', + encoding="utf-8", + ) + (project / "phase4/final_zh.md").write_text("# 中文终稿\n", encoding="utf-8") + + args = dr.build_parser().parse_args(["finalize", str(project), "--polish", "--dry-run"]) + + assert dr.cmd_finalize(args) == 0 + out = capsys.readouterr().out + assert "scripts/polish.py" in out + assert "--source phase4/final_zh.md" in out + assert "--input phase4/final_zh.md" not in out.split("scripts/polish.py", 1)[1] + + +def test_finalize_number_citations_dry_run_builds_numbered_markdown(tmp_path: Path, capsys) -> None: + project = tmp_path / "project" + (project / "phase4").mkdir(parents=True) + (project / "manifest.json").write_text( + '{"model_profile": "medium", "phase4": {}}\n', + encoding="utf-8", + ) + (project / "phase4/final_zh.md").write_text("# 中文终稿\n\n正文。[src_001]\n", encoding="utf-8") + + args = dr.build_parser().parse_args(["finalize", str(project), "--number-citations", "--dry-run"]) + + assert dr.cmd_finalize(args) == 0 + out = capsys.readouterr().out + assert "scripts/number_citations.py" in out + assert "--input phase4/final_zh_numbered.md" in out + + def test_run_new_topic_initializes_and_frames_project(tmp_path: Path) -> None: args = dr.build_parser().parse_args( [ diff --git a/tests/test_v020_runtime.py b/tests/test_v020_runtime.py index 2585636..e510916 100644 --- a/tests/test_v020_runtime.py +++ b/tests/test_v020_runtime.py @@ -12,6 +12,8 @@ if str(REPO_ROOT) not in sys.path: from scripts.lib.model_config import resolve_model_profile from scripts.runtime.roles import resolve_runtime_profile +from scripts.runtime.methods import ResearchMethodRegistry +from scripts.runtime.phase1 import build_chapter_planning from scripts.runtime.skills import SkillRegistry from scripts.runtime.tasks import ( TaskCard, @@ -78,6 +80,7 @@ def test_generate_task_cards_from_chinese_framework() -> None: "ch02-regulatory", ] assert cards[0].output_packet == "phase2/packets/ch01-clinical.json" + assert cards[0].chapter_title == "GLP-1 产业链的增量来自适应症扩张" assert cards[0].research_goal assert "search-gateway" in cards[0].required_skills assert cards[0].expected_evidence["min_tier_1_2_sources"] == 2 @@ -121,6 +124,122 @@ def test_generate_task_cards_from_research_brief_carries_prompt_and_skills() -> assert "search-gateway" in cards[0].required_skills +def test_gmp_task_cards_include_fda_enforcement_route() -> None: + brief = { + "research_method": "gmp_quality_operations_diagnosis", + "task_planning": { + "search_routes_by_axis": { + "quality_system_gap": ["fda", "general"], + }, + }, + } + framework = "## 第1章 偏差和 CAPA 闭环能力决定质量体系可信度\n\n研究思路。" + + cards = generate_task_cards_from_research_brief( + "baifan-test", + framework, + brief, + axes=["quality_system_gap"], + ) + + assert cards[0].search_routes == ["fda", "general"] + assert "FDA Warning Letters" in " ".join(cards[0].questions) + assert "fda_warning_letter_or_meeting_record" in cards[0].expected_evidence["preferred_evidence_types"] + + +def test_integrated_chapter_mode_is_method_driven_not_gmp_hardcoded() -> None: + brief = { + "research_method": "mckinsey_market", + "phase2_mode": "chapter_integrated", + "task_planning": {}, + } + framework = "## 第1章 市场需求正在被支付政策重塑\n\n研究思路。" + + cards = generate_task_cards_from_research_brief( + "market-test", + framework, + brief, + ) + + assert [card.task_id for card in cards] == ["ch01-chapter_integrated"] + assert "literature evidence" in " ".join(cards[0].questions) + assert "FDA Warning Letters" not in " ".join(cards[0].questions) + + +def test_integrated_task_card_uses_phase1_chapter_planning() -> None: + brief = { + "research_method": "gmp_quality_operations_diagnosis", + "phase2_mode": "chapter_integrated", + "chapter_planning": [ + { + "chapter_id": "ch01", + "title": "审计发现应先转化为商业化阶段门缺口", + "core_question": "本章要判断审计发现是否反映阶段门缺口。", + "bold_hypothesis": "大胆假设:风险项计数低估了商业化 readiness 缺口。", + "verification_plan": ["提取现场材料原文", "检索官方法规和执法案例"], + "evidence_lanes": ["site audit findings", "official baseline"], + "minimum_evidence": {"local_material_quotes": 2}, + "phase2_prompt_context": "章节:ch01\n必须围绕阶段门缺口求证。", + } + ], + "task_planning": {"phase2_mode": "chapter_integrated"}, + } + framework = "## 第1章 审计发现应先转化为商业化阶段门缺口\n\n研究思路。" + + cards = generate_task_cards_from_research_brief("baifan-test", framework, brief) + + assert cards[0].prompt_brief == "章节:ch01\n必须围绕阶段门缺口求证。" + assert cards[0].research_goal == "本章要判断审计发现是否反映阶段门缺口。" + assert "大胆假设:风险项计数低估了商业化 readiness 缺口。" in cards[0].questions + assert cards[0].expected_evidence["phase1_minimum_evidence"] == {"local_material_quotes": 2} + assert cards[0].expected_evidence["must_address_phase1_hypothesis"] is True + assert any("Phase1 的大胆假设" in item for item in cards[0].stop_conditions) + + +def test_phase1_gmp_hypotheses_are_not_title_restatements(tmp_path: Path) -> None: + project = tmp_path / "baifan" + project.mkdir() + (project / "phase0/extracted").mkdir(parents=True) + material = project / "phase0/extracted/audit.md" + material.write_text( + "人员培训记录齐全,但无菌操作动作违反 First Air 原则,需要进一步培训。\n" + "复盘显示 owner、关闭证据和问题升级机制仍需补齐。\n", + encoding="utf-8", + ) + manifest = { + "topic": "白帆生物 GMP 与运营诊断", + "material_inventory": [{"extracted_to": "phase0/extracted/audit.md"}], + } + method = ResearchMethodRegistry().get("gmp_quality_operations_diagnosis") + + plans = build_chapter_planning( + project, + manifest, + method, + ["人员能力:培训有效性比培训记录更关键", "运营节奏:从临时协调转向管理系统"], + quota=2000, + ) + + assert "关键解释变量" not in plans[0]["bold_hypothesis"] + assert "不缺培训台账" in plans[0]["bold_hypothesis"] + assert "固定节奏和可视化管理系统" in plans[1]["bold_hypothesis"] + assert plans[0]["core_question"] != plans[0]["title"] + assert "章节成稿应围绕这一观点展开" not in plans[1]["writing_claim"] + + +def test_research_brief_without_materials_falls_back_to_material_digest() -> None: + brief = { + "research_method": "mckinsey_market", + "phase2_mode": "chapter_integrated", + "phase1_inputs": {"material_digest": "phase1/material_digest.md"}, + } + framework = "## 第1章 市场需求正在被支付政策重塑\n\n研究思路。" + + cards = generate_task_cards_from_research_brief("market-test", framework, brief) + + assert cards[0].allowed_materials == ["phase1/material_digest.md"] + + def test_task_card_validation_rejects_duplicates_and_cycles() -> None: cards = [ TaskCard(task_id="a", chapter_ids=["ch01"], topic_axis="clinical", questions=["q"], search_routes=["scholar"], output_packet="phase2/packets/a.json", dependencies=["b"]), @@ -154,6 +273,10 @@ def test_packet_validation_requires_sources_and_counter_evidence() -> None: validate_packet(packet) packet["source_ids"].append("src_002") + packet["sources"] = [ + {"id": "src_001", "title": "来源1", "url": "https://example.com/1"}, + {"id": "src_002", "title": "来源2", "url": "https://example.com/2"}, + ] validate_packet(packet) diff --git a/tests/test_v020_workers.py b/tests/test_v020_workers.py index be65888..148b6b6 100644 --- a/tests/test_v020_workers.py +++ b/tests/test_v020_workers.py @@ -74,6 +74,10 @@ def valid_response() -> dict: "evidence_items": [{"source_id": "src_001", "summary": "III 期结果支持主要终点。"}], "counter_evidence": [{"claim": "长期安全性仍需随访", "source_ids": ["src_002"]}], "source_ids": ["src_001", "src_002"], + "sources": [ + {"id": "src_001", "title": "来源1", "url": "https://example.com/1"}, + {"id": "src_002", "title": "来源2", "url": "https://example.com/2"}, + ], "source_quality_notes": ["src_001 Tier 1; src_002 Tier 2"], "open_questions": [], "raw_quotes_or_notes": ["Original English evidence note is allowed."], @@ -98,6 +102,7 @@ def test_packet_worker_generates_valid_packet_with_fake_client(tmp_path: Path) - validate_packet(packet) assert fake.calls[0]["model"] == role.model + assert "章节证据分析师" in fake.calls[0]["system"] assert "search-strategy" in fake.calls[0]["system"] diff --git a/愚公生物_申基审计整改会议纪要_2026-04-10.pdf b/愚公生物_申基审计整改会议纪要_2026-04-10.pdf deleted file mode 100644 index 3d8c895..0000000 Binary files a/愚公生物_申基审计整改会议纪要_2026-04-10.pdf and /dev/null differ diff --git a/申基供应商审计会议纪要及整改计划.txt b/申基供应商审计会议纪要及整改计划.txt deleted file mode 100644 index e34c6cc..0000000 --- a/申基供应商审计会议纪要及整改计划.txt +++ /dev/null @@ -1 +0,0 @@ -˿ͻԹ˾ῼб¶⼰ķ£ * Ʊ¶⣺ o ¼⣺¼Ѷȴ󣬸¼ȫ棬ұʼ׿һ д¼ݲȫ棬޼̡ o ļ⣺ļ·١ջڴȱݣļ ޽ˣ·ļϹ˾ʵ飬޷ ﵽļҪ o ⣺δƫOOS OOTͻɣ ֤ȱŶȣδ֤ؼղ֤⣬δȷ ޶ȺͿƷ o ֳ⣺ֳڽ϶⣬ˮܵ⼣Ӱ ͻ۸С o Ա⣺QAQC Աרҵ㣬ΪУҲԱ ̬Ȳ棬ḡȱġ * ˼·뷽 o ˼·ʵչ򻯹ֻԹؼ ֤ѧƷȸӡ o Ա QA ˣжСĵ QA Ա зͬʱǿԱĹͼල o ע⣺עͲƷص RI Բⶨ ֤⣬׼֤ o ʵԣȷǢʵ֤޶⣬ѧ Ʒ * Ĵʩ o ¼ģž󲹼¼ȷ¼ȫ桢ʵ¼ ݣݼ̡ o ļģ淶ļ·١̣ȷļȷ нˣ޸ļԷϹ˾ʵ o ģƫOOS OOTƹ֤棬ȷ ֤IJ޶ȺͿƷ o ֳģֳ⣬ˮܵ⼣ o ģ߹ȶԣж֤ȷչ ʵʲһ£ QC o 豸ɹҪ󣬲Ӳ豸 صϡ * o Σ4000 򶩵Σع o ͬͬԼ򵥣ƫ˾ּ ϽʵʿɲִС o Ӱ죺ǰӰ辡 * o ϼ¼ۣŲڿʵ¼ϣȷ ļӦԽʵʲļ⡣ o ԣ 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ԬԽӿͻͬ豸ɹ븶 4. ȫԱͳһھϽ̬ȣ̬ƽ 5. ȼRI Լԭøȶԡ֤ļϵԱ \ No newline at end of file