# SHUGE DH Research Platform v0.9 — DESIGN

> **版本**:v0.9 — Scholarly Publication & Research Portfolio Design
> **生成时间**:2026-09-28 10:30 CST
> **状态**:✅ COMPLETE
> **前序**:v0.8 COMPLETE @ 10:21:53 (commit `7477743`)

---

## 0. 摘要

v0.9 把 v0.8 「Evidence-backed Research Publication」进一步升级为 **Public Research Portfolio**。新增三个并列的 schema 层:

1. **Public Article Pages** —— 每篇文章对外可见的最终呈现,8 段语义结构(title / abstract / methods / evidence / claims / citations / limitations / bibliography)。
2. **Peer Review Record Schema** —— article 的同行评审记录;review_id + comments + score + status。
3. **Research Portfolio** —— 长期研究档案,5 个聚合 section(projects / articles / exhibitions / methods / infrastructure)。

三个 schema 都建立在 v0.4 → v0.8 已冻结的 ID link 之上,**没有引入新数据源**,**没有改写任何 Citation ID**,**没有允许 auto-publish**。

---

## 1. 设计目标

| # | 目标 | 完成度 |
|---|---|---|
| G1 | 设计 Public Article Pages schema | ✅ |
| G2 | 设计 Peer Review Record Schema | ✅ |
| G3 | 设计 Research Portfolio 聚合视图 | ✅ |
| G4 | 新增 4 个页面(/articles/<id>/ + /review/ + /portfolio/ + 1 个 v0.9 主页) | ✅ |
| G5 | 与 Research Workspace + Evidence Layer + Archive Bridge 保持 ID link | ✅ |
| G6 | 不下载新资源 | ✅ |
| G7 | 不修改研究数据库 | ✅ |
| G8 | 不运行 OCR | ✅ |
| G9 | 不改变 Citation ID | ✅ |
| G10 | 不自动生成文章正文 | ✅ |
| G11 | 不自动发布 PUBLISHED | ✅ |
| G12 | 不引入向量数据库 | ✅ |

---

## 2. Public Article Pages

### 2.1 schema 字段 (8 段语义结构)

| 字段 | 来源 | 边界 |
|---|---|---|
| `title_zh` / `title_en` | 继承 v0.8 article.title_* | 不改写、不翻译 |
| `abstract_zh` / `abstract_en` | 派生自 v0.7 draft + v0.8 article sections | ≤ 200 字符,**LLM 不会自动扩写** |
| `methods_zh` / `methods_en` | 派生自 v0.7 outline + v0.8 article sections | 不引入新方法 |
| `evidence_summary_*` | 聚合 v0.7 evidence_paragraphs + evidence_cards | 不读 full_text |
| `claims_summary_*` | 聚合 v0.7 evidence_paragraphs.claims | claim_id 原样保留 |
| `citations_summary_*` | 聚合 v0.7 evidence_paragraphs.citation_ids | SHUGE:p<post_id>:<page_seq> 原样保留 |
| `limitations_zh` / `limitations_en` | 聚合 v0.6/v0.7/v0.8 gaps | gap_id 原样保留 |
| `bibliography_section` | 引用 bibliography.works / institutions / citations | full_text_unavailable=true |

### 2.2 实际页面

- `/articles/<id>/index.html` —— 3 篇文章的独立公共页
- 模板可复用,通过 issue_id (papa-*) 选择具体内容

### 2.3 边界

- **review_status=DRAFT / REVIEW / REVISED 三态,PUBLISHED 严格禁止**。
- 即使 review_status=REVISED,**v0.9 也禁止自动进入 PUBLISHED**。
- public page 不是 review 记录库,只是 article 的对外呈现视图。

---

## 3. Peer Review Record Schema

### 3.1 schema 字段

| 字段 | 说明 |
|---|---|
| `review_id` (rev-*) | local-only ID |
| `article_id` (article-*) | 引用 v0.8 article |
| `draft_id` (draft-*) | 引用 v0.7 draft |
| `reviewer_id` (revr-*) | placeholder,**不是真实人物** |
| `round` | 评审轮次 |
| `rubric_dimensions_reviewed` | 引用 v0.8 publication_workflow.rubric_dimensions |
| `comments[]` | 每条 comment 包含 rubric_dimension / score / weight / comment_zh / evidence_links_checked / linked_paragraph_ids / blocker |
| `overall_score` | 静态演示值,**非自动评分** |
| `score_band` | BLOCKED / NEEDS_REVISION / ACCEPTABLE / STRONG / EXEMPLARY |
| `review_status` | PENDING / APPROVED / NEEDS_REVISION / REJECTED |
| `decision` | APPROVE_TRANSITION / BLOCK_TRANSITION |
| `next_state_recommendation` | DRAFT / REVIEW / REVISED,**PUBLISHED 禁止** |

### 3.2 边界

- **不调动真实人类评审员** —— reviewer_id 是 placeholder。
- **不自动评分** —— score 是静态 demo。
- **不自动 BLOCK / APPROVE** —— decision 是 schema 描述。
- **不自动进入 PUBLISHED** —— v0.9 边界禁止。

---

## 4. Research Portfolio

### 4.1 5 sections

| # | section_id | 内容 |
|---|---|---|
| 1 | `sec-portfolio-projects` | 3 个 research projects (rp-*) |
| 2 | `sec-portfolio-articles` | 3 个 research articles (article-*) + 3 个 public pages (papa-*) |
| 3 | `sec-portfolio-exhibitions` | 5 展览房间 + 5 case study + 1 evidence explorer |
| 4 | `sec-portfolio-methods` | 6 个研究方法(binding_state / evidence_explorer / fieldwork_bridge / evidence_backed_paragraph / state_machine / archive_bridge) |
| 5 | `sec-portfolio-infrastructure` | 18 个一级栏目 + 10 个 case/room + 40+ JSON + 2 v0.9 设计文档 + 9 个 namespace + 10+ 边界约束 |

### 4.2 边界

- portfolio 是聚合视图,**不是新文档源**。
- 所有 items 都引用 v0.4 → v0.8 已建立的 ID,**不会自动创建新内容**。
- footer 必须包含 "Generated by SHUGE DH Research Platform v0.9 · Public Portfolio · READ-ONLY ID LINK · 不自动 PUBLISHED"。

---

## 5. 严格边界 (硬规则 — 全部 ✅)

继承所有 v0.1-v0.8 边界 + v0.9 新增:

| 边界 | 状态 |
|---|---|
| 不下载新资源 | ✅ |
| 不修改研究数据库 | ✅ |
| 不运行 OCR | ✅ |
| 不改变 Citation ID | ✅ |
| 不自动生成 abstract / methods / limitations 正文 | ✅ v0.9 NEW |
| 不调动真实人类评审员 / 不自动评分 | ✅ v0.9 NEW |
| 不自动 PUBLISHED | ✅ v0.9 维持 v0.8 边界 |
| 不引入 Neo4j / embeddings / 向量数据库 | ✅ |
| 不引入 WebSocket / API server / GIS server | ✅ |
| 不抓取 shuge.org / Conan Xin Archive | ✅ |
| 不暴露 bibliography full_text | ✅ |
| export SHALL include v0.9 footer (no auto-PUBLISHED annotation) | ✅ v0.9 NEW |
| peer review footer SHALL标注 "reviewer_id is placeholder · no auto-scoring · no human scheduling" | ✅ v0.9 NEW |

---

## 6. 12 条 archive_bridge_invariants

| rule_id | constraint | 简述 |
|---|---|---|
| inv-pub-v0.9-1 | SHALL NOT | public_article_pages 不写 Archive |
| inv-pub-v0.9-2 | SHALL NOT | public_article_pages 不自动生成 abstract/methods/limitations 正文 |
| inv-pub-v0.9-3 | SHALL NOT | peer_review_records 不自动调动真实评审员 |
| inv-pub-v0.9-4 | SHALL NOT | research_portfolio 不自动汇总 = 聚合视图,非新内容 |
| inv-pub-v0.9-5 | SHALL NOT | articles 不自动 PUBLISHED |
| inv-pub-v0.9-6 | SHALL NOT | public_article_pages 不改 Citation ID |
| inv-pub-v0.9-7 | SHALL NOT | peer_review_records 不暴露 full_text |
| inv-pub-v0.9-8 | SHALL NOT | portfolio 不引入新资源/数据库/工具 |
| inv-pub-v0.9-9 | SHALL MAY | public_article_pages 允许引用 FN-*/rq-*/gap-* (ID 引用) |
| inv-pub-v0.9-10 | SHALL MAY | portfolio 允许引用 v0.4-v0.8 全部 shared namespaces |
| inv-pub-v0.9-11 | SHALL | portfolio footer 标注 v0.9 watermark |
| inv-pub-v0.9-12 | SHALL | peer review footer 标注 demo-only |

---

## 7. 数据文件清单 (v0.9 新增 4 个 + 继承 36 个)

```
data/v0.9/                  (新增 4 个)
├── public_article_pages.json         (12.8 KB)   3 public pages · 8-section schema
├── peer_review_records.json          (15.2 KB)   3 reviews · 15 comments · 5 rubric
├── research_portfolio.json           (11.3 KB)   5 sections · 25 items
└── publication_invariants_v0.9.json  ( 9.6 KB)   12 invariants · 9 namespaces · 6 schema additions

data/v0.8 继承 4 个:
research_articles · publication_workflow · export_specs · publication_invariants

data/v0.7 继承 4 个:
research_drafts · evidence_paragraphs · bibliography · writing_invariants

data/v0.6 继承 4 个:
research_projects · place_profiles · field_note_input_spec · archive_bridge

data/v0.5 继承 4 个:
research_workspaces · research_questions · field_notes · timeline_layers

data/v0.4 继承 6 个:
places · place_evidence · evidence_graph · fieldwork_schema · architecture_pages · hydrology_pages · water_classic_pages

data/v0.3 继承 4 个:
evidence_cards · evidence_cards_v3 · case_studies · room_intros

data/v0.2 继承:
citations · collections · institutions · na_li_cross_textual · works · workspaces · manifest · map_placeholder
```

合计:40 JSON 数据文件。

---

## 8. 页面清单 (v0.9 新增 4 + 继承 15)

| # | 路径 | 来源 | 大小 |
|---|---|---|---|
| 1 | `/index.html` | 继承 v0.7 | ~9.2 KB |
| 2 | `/cases/case1/index.html` | 继承 v0.3 | ~6.8 KB |
| 3 | `/cases/case2/index.html` | 继承 v0.3 | ~6.4 KB |
| 4 | `/cases/case3/index.html` | 继承 v0.3 | ~6.0 KB |
| 5 | `/cases/case4/index.html` | 继承 v0.3 | ~6.9 KB |
| 6 | `/cases/case5/index.html` | 继承 v0.3 | ~6.4 KB |
| 7 | `/rooms/room1/index.html` | 继承 v0.3 | ~6.4 KB |
| 8 | `/rooms/room2/index.html` | 继承 v0.3 | ~6.3 KB |
| 9 | `/rooms/room3/index.html` | 继承 v0.3 | ~7.9 KB |
| 10 | `/rooms/room4/index.html` | 继承 v0.3 | ~7.8 KB |
| 11 | `/rooms/room5/index.html` | 继承 v0.3 | ~6.3 KB |
| 12 | `/evidence-explorer/index.html` | 继承 v0.4 | ~13.8 KB |
| 13 | `/places/index.html` | 继承 v0.4 | ~12.2 KB |
| 14 | `/fieldwork/index.html` | 继承 v0.4 | ~12.8 KB |
| 15 | `/workspaces/index.html` | 继承 v0.5 | ~11.3 KB |
| 16 | `/field-notes/index.html` | 继承 v0.5 | ~13.4 KB |
| 17 | `/timeline/index.html` | 继承 v0.5 | ~10.4 KB |
| 18 | `/projects/index.html` | 继承 v0.6 | ~12.7 KB |
| 19 | `/places-profile/index.html` | 继承 v0.6 | ~12.9 KB |
| 20 | `/field-note-input/index.html` | 继承 v0.6 | ~10.3 KB |
| 21 | `/archive-bridge/index.html` | 继承 v0.6 | ~10.1 KB |
| 22 | `/research-writing/index.html` | 继承 v0.7 | ~10.6 KB |
| 23 | `/drafts/index.html` | 继承 v0.7 | ~14.1 KB |
| 24 | `/bibliography/index.html` | 继承 v0.7 | ~8.4 KB |
| 25 | `/articles/index.html` | 继承 v0.8 | ~12.7 KB |
| 26 | `/publications/index.html` | 继承 v0.8 | ~11.2 KB |
| 27 | `/export/index.html` | 继承 v0.8 | ~8.0 KB |
| **28** | **`/articles/hydrology-river-distribution/index.html`** | **★ v0.9 NEW** | public page #1 |
| **29** | **`/articles/architecture-pillar-diameter/index.html`** | **★ v0.9 NEW** | public page #2 |
| **30** | **`/articles/cross-hydrology-architecture/index.html`** | **★ v0.9 NEW** | public page #3 |
| **31** | **`/review/index.html`** | **★ v0.9 NEW** | peer review records page |
| **32** | **`/portfolio/index.html`** | **★ v0.9 NEW** | research portfolio page |

合计:32 HTML routes · 18 一级栏目 + 5 案例 + 5 房间 + 3 v0.9 public pages + 1 review + 1 portfolio = 32 页面。

---

## 9. ID Namespace 协议 (v0.9 维持)

**5 shared namespaces** (跨版本共享):
- `field_note_id` (FN-*) · v0.5+
- `research_question_id` (rq-*) · v0.5+
- `gap_id` (gap-*) · v0.5+
- `workspace_id` (ws-*) · v0.5+,v0.9 portfolio 引用
- `project_id` (rp-*) · v0.6+,v0.9 portfolio 引用

**local-only namespaces**:
- v0.7: `draft_id` (draft-*) · `paragraph_id` (para-*) · `claim_id` (cl-*) · `section_id` (sec-*)
- v0.8: `article_id` (article-*)
- **v0.9 NEW**: `issue_id` (papa-*) · `review_id` (rev-*) · `reviewer_id` (revr-*) · `comment_id` (cmt-*)

---

## 10. 与 Research Workspace / Evidence Layer / Archive Bridge 的 ID link

v0.9 三层与既有层的关系:

```
v0.4 evidence-explorer / places  (10 places, 19 bindings, 54-node graph)
        ↓ (place_id shared)
v0.5 workspaces / field-notes / timeline  (3 ws, 6 RQ, 6 notes, 18 events)
        ↓ (ws_id / FN-* / rq-* / gap-* shared)
v0.6 projects / places-profile / field-note-input / archive-bridge
        ↓ (rp-* / FN-* / rq-* / gap-* / ws-* shared)
v0.7 research-writing / drafts / bibliography
        ↓ (draft-* / para-* / cl-* / sec-* / SHUGE citations)
v0.8 articles / publications / export  (article-* added)
        ↓ (article-* / SHUGE citations / bibliography)
v0.9 public-pages / review / portfolio
        ↓ (papa-* / rev-* / revr-* / cmt-* — all local-only)
        ↑ 全部通过 shared namespaces 回引到 v0.4 → v0.8
```

**No new shared namespaces added in v0.9**。所有 v0.9 ID 都是 local-only,不入研究数据库。

---

## 11. 测试与验证

- [x] 32 个 HTML routes HTTP 200 OK
- [x] 4 个 v0.9 JSON 数据文件结构正确
- [x] 跨数据完整性:3 public pages → 3 articles → 3 drafts → 3 projects → 3 workspaces ✓
- [x] review record decision 与 article review_status 一致
- [x] portfolio items 全部 ID 引用 v0.4-v0.8 已建立 ID
- [x] peer review record overall_score ∈ [1.0, 5.0]
- [x] peer review record next_state_recommendation ∈ {DRAFT, REVIEW, REVISED} (no PUBLISHED)
- [x] 所有 SHUGE citations 原样保留
- [x] 不暴露 bibliography full_text
- [x] 顶部导航栏 19 项(继承 v0.8 18 + portfolio)

---

## 12. 提交与部署

- 推送:`main` 分支更新 `7477743..<v0.9 commit>`
- 公网地址:`https://conanxin.github.io/projects/shuge-exhibition-v0.9/`
- 提交链:`<v0.9 commit>` → `7477743` (v0.8) → `4fa8802` (v0.7) → `fbb5eb3` (v0.6) → `c32cff0` (v0.5) → `7abe6ae` (v0.4) → `c2e6f1d` (v0.3) → `0a7edc0` (v0.2) → `11aebc4` (v0.1) → `f70fd97` (P5-D) → `a815475` (P5-C) — **11 个 commit 串成一条完整研究线**

---

**v0.9 STATUS=COMPLETE · 完成后停止,不进入下一阶段。**