feat(pipeline): 策略页独立 strategy_config 与仅规则稿选项

新增 PipelineJob.strategy_config（默认 use_llm_default）；GET /api/strategy-config-defaults/；PATCH 任务可保存策略偏好。策略生成页：本次仅规则稿复选框（默认关）、保存策略偏好、任务下拉去掉目录；第九章对齐仍由服务端默认处理。迁移 0021。

Made-with: Cursor

backend/pipeline/jd/runner.py

@@ -191,6 +191,14 @@ def get_default_report_config() -> dict[str, Any]:
     }
 
 
+def get_default_strategy_config() -> dict[str, Any]:
+    """策略生成页独立默认（与 ``report_config`` 无关），供前端回填与 PATCH 合并。"""
+    return {
+        # 打开页面时是否默认勾选「使用大模型生成」
+        "use_llm_default": False,
+    }
+
+
 def write_competitor_analysis_for_run_dir(
     run_dir: Path,
     keyword: str,

backend/pipeline/migrations/0021_pipelinejob_strategy_config.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.1 on 2026-04-17 08:40
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('pipeline', '0020_search_merged_volume_sort'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='pipelinejob',
+            name='strategy_config',
+            field=models.JSONField(blank=True, default=dict),
+        ),
+    ]

backend/pipeline/models.py

@@ -37,6 +37,8 @@ class PipelineJob(models.Model):
     scenario_filter_enabled = models.BooleanField(null=True, blank=True)
     # 竞品报告 / competitor-brief：关注词、场景词组、外部市场表等（JSON，空对象=用爬虫脚本默认）
     report_config = models.JSONField(default=dict, blank=True)
+    # 策略生成页独立配置（与 report_config 无关），如默认是否使用大模型润色等
+    strategy_config = models.JSONField(default=dict, blank=True)
     status = models.CharField(
         max_length=16,
         choices=JobStatus.choices,

backend/pipeline/serializers.py

@@ -86,6 +86,33 @@ def validate_report_config_body(value: dict) -> dict:
     return value
 
 
+_STRATEGY_CONFIG_ALLOWED_KEYS = frozenset({"use_llm_default"})
+_DEFAULT_STRATEGY_CONFIG: dict[str, bool] = {"use_llm_default": False}
+
+
+def validate_strategy_config_body(value: dict) -> dict:
+    """策略生成页独立 JSON（与 ``report_config`` 无关）。"""
+    if not isinstance(value, dict):
+        raise serializers.ValidationError("须为 JSON 对象")
+    value = dict(value)
+    extra = set(value.keys()) - _STRATEGY_CONFIG_ALLOWED_KEYS
+    if extra:
+        raise serializers.ValidationError(
+            f"未知字段：{', '.join(sorted(extra))}"
+        )
+    if "use_llm_default" in value and value["use_llm_default"] is not None:
+        if not isinstance(value["use_llm_default"], bool):
+            raise serializers.ValidationError("use_llm_default 须为 true 或 false")
+    merged = {
+        **_DEFAULT_STRATEGY_CONFIG,
+        **{k: value[k] for k in _STRATEGY_CONFIG_ALLOWED_KEYS if k in value},
+    }
+    raw = json.dumps(merged, ensure_ascii=False)
+    if len(raw) > 32_000:
+        raise serializers.ValidationError("策略配置体积过大")
+    return merged
+
+
 _ARTIFACT_FILES: tuple[tuple[str, str], ...] = (
     ("merged", "keyword_pipeline_merged.csv"),
     ("pc_search", "pc_search_export.csv"),
@@ -119,6 +146,7 @@ class PipelineJobSerializer(serializers.ModelSerializer):
             "list_pages",
             "scenario_filter_enabled",
             "report_config",
+            "strategy_config",
             "status",
             "cancellation_requested",
             "resume_from_checkpoint",
@@ -142,6 +170,7 @@ class PipelineJobSerializer(serializers.ModelSerializer):
             "created_at",
             "updated_at",
             "report_config",
+            "strategy_config",
         ]
 
     def get_inline_cookie_used(self, obj: PipelineJob) -> bool:
@@ -343,6 +372,15 @@ class JobReportConfigPatchSerializer(serializers.Serializer):
         return validate_report_config_body(value)
 
 
+class JobStrategyConfigPatchSerializer(serializers.Serializer):
+    strategy_config = serializers.JSONField()
+
+    def validate_strategy_config(self, value):
+        if not isinstance(value, dict):
+            raise serializers.ValidationError("须为 JSON 对象")
+        return validate_strategy_config_body(value)
+
+
 class RegenerateReportRequestSerializer(serializers.Serializer):
     """重新生成竞品报告：规则引擎或大模型（与 ``AI_crawler.chat_completion_text`` 同一网关）。"""
 

backend/pipeline/tests/test_strategy_config.py

@@ -0,0 +1,22 @@
+"""策略页独立 ``strategy_config`` 校验。"""
+from __future__ import annotations
+
+import pytest
+from rest_framework import serializers
+
+from pipeline.serializers import validate_strategy_config_body
+
+
+def test_validate_strategy_config_merges_default() -> None:
+    out = validate_strategy_config_body({})
+    assert out["use_llm_default"] is False
+
+
+def test_validate_strategy_config_unknown_key() -> None:
+    with pytest.raises(serializers.ValidationError):
+        validate_strategy_config_body({"foo": 1})
+
+
+def test_validate_strategy_config_use_llm_type() -> None:
+    with pytest.raises(serializers.ValidationError):
+        validate_strategy_config_body({"use_llm_default": "yes"})

backend/pipeline/urls.py

@@ -8,6 +8,11 @@ urlpatterns = [
         views.ReportConfigDefaultsView.as_view(),
         name="report-config-defaults",
     ),
+    path(
+        "strategy-config-defaults/",
+        views.StrategyConfigDefaultsView.as_view(),
+        name="strategy-config-defaults",
+    ),
     path("jobs/", views.JobListCreateView.as_view(), name="job-list-create"),
     path("jobs/<int:pk>/", views.JobDetailView.as_view(), name="job-detail"),
     path(

backend/pipeline/views/__init__.py

@@ -26,6 +26,7 @@ from .job_views import (
     JobRegenerateReportView,
     JobResumeView,
     ReportConfigDefaultsView,
+    StrategyConfigDefaultsView,
 )
 from .product_views import (
     JdProductDetailView,
@@ -55,6 +56,7 @@ __all__ = [
     "JobRegenerateReportView",
     "JobResumeView",
     "ReportConfigDefaultsView",
+    "StrategyConfigDefaultsView",
     "JdProductDetailView",
     "JdProductListView",
     "JdProductSnapshotDetailView",

backend/pipeline/views/job_views.py

@@ -18,6 +18,7 @@ from ..ingest import resolve_and_validate_run_dir
 from ..jd.runner import (
     build_competitor_brief_for_job,
     get_default_report_config,
+    get_default_strategy_config,
     merge_llm_supplement_with_rules_report,
     regenerate_competitor_report,
     write_competitor_analysis_markdown,
@@ -28,6 +29,7 @@ from ..serializers import (
     CreatePipelineJobSerializer,
     JobReportConfigPatchSerializer,
     JobResumeRequestSerializer,
+    JobStrategyConfigPatchSerializer,
     PipelineJobSerializer,
     RegenerateReportRequestSerializer,
 )
@@ -75,6 +77,7 @@ class JobListCreateView(APIView):
             list_pages=data.get("list_pages") or "",
             scenario_filter_enabled=data.get("scenario_filter_enabled"),
             report_config=report_config_initial,
+            strategy_config=get_default_strategy_config(),
             status=JobStatus.PENDING,
         )
         t = threading.Thread(target=execute_job, args=(job.id,), daemon=True)
@@ -108,6 +111,11 @@ class JobDetailView(APIView):
             ser.is_valid(raise_exception=True)
             job.report_config = ser.validated_data["report_config"]
             update_fields.append("report_config")
+        if "strategy_config" in body:
+            ser = JobStrategyConfigPatchSerializer(data={"strategy_config": body["strategy_config"]})
+            ser.is_valid(raise_exception=True)
+            job.strategy_config = ser.validated_data["strategy_config"]
+            update_fields.append("strategy_config")
         if "run_dir" in body:
             try:
                 job.run_dir = str(
@@ -118,7 +126,9 @@ class JobDetailView(APIView):
             update_fields.append("run_dir")
         if not update_fields:
             return Response(
-                {"detail": "请提供 report_config 或 run_dir（用于绑定已有批次目录）"},
+                {
+                    "detail": "请提供 report_config、strategy_config 或 run_dir（用于绑定已有批次目录）"
+                },
                 status=status.HTTP_400_BAD_REQUEST,
             )
         job.save(update_fields=update_fields + ["updated_at"])
@@ -207,6 +217,13 @@ class ReportConfigDefaultsView(APIView):
             )
 
 
+class StrategyConfigDefaultsView(APIView):
+    """返回策略生成页独立默认 JSON（与 ``report_config`` 无关）。"""
+
+    def get(self, request):
+        return Response(get_default_strategy_config())
+
+
 class JobDownloadView(APIView):
     def get(self, request, pk: int):
         job = PipelineJob.objects.filter(pk=pk).first()

frontend/src/composables/useJobs.js

@@ -192,6 +192,10 @@ export function reportConfigDefaultsUrl() {
   return '/api/report-config-defaults/'
 }
 
+export function strategyConfigDefaultsUrl() {
+  return '/api/strategy-config-defaults/'
+}
+
 /**
  * @param {Record<string, string | number | undefined> | string} [opts] 筛选参数对象；兼容旧调用：传入字符串视为 comments 的 sku_id
  */

frontend/src/views/jd/JdStrategyBuildView.vue

@@ -1,7 +1,12 @@
 <script setup>
 import { computed, onMounted, reactive, ref, watch } from 'vue'
 import { useRoute, useRouter, RouterLink } from 'vue-router'
-import { refreshJobs, useJobs, api } from '../../composables/useJobs'
+import {
+  refreshJobs,
+  useJobs,
+  api,
+  strategyConfigDefaultsUrl,
+} from '../../composables/useJobs'
 import {
   generationInFlightKey,
   withGenerationInFlight,
@@ -34,6 +39,11 @@ const strategyGeneratingOtherTask = computed(
     strategyDraftPendingJobId.value !== selectedId.value,
 )
 const useLlm = ref(false)
+/** 与报告页「仅规则稿」一致：勾选则本次只出规则策略稿，不调用大模型润色 */
+const rulesOnlyThisRun = ref(false)
+const strategyDefaults = ref({ use_llm_default: false })
+const strategySaveLoading = ref(false)
+const strategySaveErr = ref('')
 
 const decisions = reactive({
   product_role: '',
@@ -56,10 +66,6 @@ const successJobs = computed(() =>
   [...jobs.value].filter((j) => j.status === 'success').sort((a, b) => b.id - a.id),
 )
 
-const selectedJob = computed(() =>
-  successJobs.value.find((j) => String(j.id) === selectedId.value),
-)
-
 const positioningOptions = [
   { value: '', label: '暂不勾选（文稿中均为空选）' },
   { value: 'top', label: '贴顶' },
@@ -77,8 +83,9 @@ const stanceOptions = [
 ]
 
 function buildPayload() {
+  const generator = rulesOnlyThisRun.value ? 'rules' : useLlm.value ? 'llm' : 'rules'
   return {
-    generator: useLlm.value ? 'llm' : 'rules',
+    generator,
     business_notes: businessNotes.value,
     product_role: decisions.product_role,
     time_horizon: decisions.time_horizon,
@@ -99,6 +106,65 @@ function buildPayload() {
 
 const STORAGE_KEY = (id) => `ma_strategy_draft_${id}`
 
+function formatJobOption(j) {
+  const t = j.created_at
+  const tail = t ? String(t).replace('T', ' ').slice(0, 16) : ''
+  return tail ? `#${j.id} · ${j.keyword} · ${tail}` : `#${j.id} · ${j.keyword}`
+}
+
+function applyStrategyConfigFromJob(job) {
+  const stored =
+    job && typeof job.strategy_config === 'object' && job.strategy_config !== null
+      ? job.strategy_config
+      : {}
+  const eff = { ...strategyDefaults.value, ...stored }
+  useLlm.value = !!eff.use_llm_default
+}
+
+async function loadStrategyDefaults() {
+  try {
+    const r = await api(strategyConfigDefaultsUrl())
+    if (r.ok) {
+      strategyDefaults.value = await r.json()
+    }
+  } catch {
+    /* ignore */
+  }
+}
+
+async function saveStrategyPreferences() {
+  const id = selectedId.value
+  if (!id) return
+  strategySaveErr.value = ''
+  strategySaveLoading.value = true
+  try {
+    const r = await api(`/api/jobs/${id}/`, {
+      method: 'PATCH',
+      body: JSON.stringify({
+        strategy_config: { use_llm_default: useLlm.value },
+      }),
+    })
+    const text = await r.text()
+    if (!r.ok) {
+      try {
+        const j = JSON.parse(text)
+        strategySaveErr.value = j.detail || text
+      } catch {
+        strategySaveErr.value = text || `HTTP ${r.status}`
+      }
+      return
+    }
+    const updated = JSON.parse(text)
+    const idx = jobs.value.findIndex((x) => x.id === updated.id)
+    if (idx >= 0) jobs.value[idx] = updated
+    applyStrategyConfigFromJob(updated)
+  } catch (e) {
+    strategySaveErr.value = String(e)
+  } finally {
+    strategySaveLoading.value = false
+  }
+}
+
 async function loadList() {
   try {
     await refreshJobs()
@@ -144,7 +210,10 @@ async function generateAndGoPreview() {
   })
 }
 
-onMounted(loadList)
+onMounted(async () => {
+  await loadStrategyDefaults()
+  await loadList()
+})
 
 watch(
   () => route.query.job,
@@ -163,6 +232,23 @@ watch(
   },
   { immediate: true },
 )
+
+watch(selectedId, async () => {
+  strategySaveErr.value = ''
+  const id = selectedId.value
+  if (!id) return
+  try {
+    const r = await api(`/api/jobs/${id}/`)
+    if (r.ok) {
+      const j = await r.json()
+      const idx = jobs.value.findIndex((x) => x.id === j.id)
+      if (idx >= 0) jobs.value[idx] = j
+      applyStrategyConfigFromJob(j)
+    }
+  } catch {
+    /* ignore */
+  }
+})
 </script>
 
 <template>
@@ -170,17 +256,19 @@ watch(
     <section class="ma-card">
       <h2>策略生成</h2>
       <p class="hint-top">
-        选择<strong>已成功</strong>任务，在下方填空与勾选。<strong>未勾选</strong>下方选项时，由系统规则生成策略底稿；<strong>勾选「使用大模型生成」</strong>后，由大模型在底稿与数据摘要基础上成稿（服务端需已配置并可用）。提交后跳转到
+        选择<strong>已成功</strong>任务，在下方填空与勾选。策略页的默认选项保存在本任务的<strong>策略配置</strong>中（与「分析报告生成」页的<strong>报告配置</strong>相互独立）。未勾选大模型时由规则生成策略底稿；勾选后由大模型在底稿与同任务数据摘要基础上成稿（需服务端已配置网关）。策略稿与宿主报告第九章的归纳<strong>默认对齐</strong>（无需在此勾选）。提交后跳转到
         <RouterLink to="/jd/strategy-view">策略稿预览</RouterLink>
-        。数据与
+        。未填项在文稿中仍保留占位提示。
-        <RouterLink to="/jd/analysis-view">同任务分析产出</RouterLink>
-        一致。未填项在文稿中仍保留占位提示。
       </p>
 
-      <div class="toolbar">
+      <div class="toolbar toolbar-col">
         <label class="chk-inline">
-          <input v-model="useLlm" type="checkbox" />
+          <input v-model="rulesOnlyThisRun" type="checkbox" />
-          使用大模型生成（服务端需已配置并可用）
+          本次仅生成规则稿（不做大模型全文润色，更快、不调用智能服务）
+        </label>
+        <label class="chk-inline">
+          <input v-model="useLlm" type="checkbox" :disabled="rulesOnlyThisRun" />
+          使用大模型生成（与上项互斥：勾选上一项时本项无效）
         </label>
       </div>
       <div class="toolbar">
@@ -188,9 +276,17 @@ watch(
         <select v-model="selectedId" class="job-select">
           <option value="" disabled>请选择任务</option>
           <option v-for="j in successJobs" :key="j.id" :value="String(j.id)">
-            #{{ j.id }} · {{ j.keyword }} · {{ j.run_dir?.split(/[/\\]/).pop() || '' }}
+            {{ formatJobOption(j) }}
           </option>
         </select>
+        <button
+          type="button"
+          class="ma-btn ma-btn-secondary"
+          :disabled="!selectedId || strategySaveLoading"
+          @click="saveStrategyPreferences"
+        >
+          {{ strategySaveLoading ? '保存中…' : '保存策略偏好' }}
+        </button>
         <button
           type="button"
           class="ma-btn ma-btn-primary"
@@ -200,13 +296,10 @@ watch(
           {{ strategyGeneratingThisTask ? '生成中…' : '生成并前往预览' }}
         </button>
       </div>
+      <p v-if="strategySaveErr" class="ma-err">{{ strategySaveErr }}</p>
       <p v-if="strategyGeneratingOtherTask" class="ma-warn-banner">
         任务 #{{ strategyDraftPendingJobId }} 的策略稿正在生成中，请稍候再切换任务或重复提交。
       </p>
-
-      <p v-if="selectedJob?.run_dir" class="run-dir-note ma-muted">
-        任务目录：<span class="run-dir-path">{{ selectedJob.run_dir }}</span>
-      </p>
       <p v-if="err" class="ma-err">{{ err }}</p>
       <p v-if="!successJobs.length" class="ma-muted">暂无成功任务，请先在「搜索采集」跑通一条流水线。</p>
 
@@ -336,6 +429,10 @@ watch(
   gap: 0.75rem;
   margin-bottom: 0.75rem;
 }
+.toolbar-col {
+  flex-direction: column;
+  align-items: stretch;
+}
 .sel-label {
   font-size: 0.85rem;
   font-weight: 500;
@@ -354,18 +451,6 @@ watch(
   min-width: 0;
   box-sizing: border-box;
 }
-.run-dir-note {
-  margin: 0.75rem 0 0;
-  font-size: 0.8rem;
-  line-height: 1.5;
-}
-.run-dir-path {
-  display: block;
-  margin-top: 0.35rem;
-  font-size: 0.75rem;
-  word-break: break-all;
-  color: #475569;
-}
 .ma-muted {
   color: #64748b;
 }