docs/user-guide.html

@@ -261,8 +261,9 @@
     <ol>
       <li>选择服务商，填写 Base URL（本地服务必填）。</li>
       <li>填写 API Key（本地服务通常可留空）。</li>
-      <li>点击<strong>获取可用模型</strong>：系统从服务的 <code>/v1/models</code> 接口拉取模型列表。本地服务装了多个模型（如 Ollama 里的 qwen2.5:7b、llama3.1:8b）时，可在下拉列表中挑选，不用手敲名字。</li>
-      <li>选中模型后勾选「启用 AI 模型理解问题」，点击<strong>保存配置</strong>。</li>
+      <li>首次配置先保持未启用，点击<strong>保存配置</strong>保存服务地址和密钥。页面立即提示保存结果，并自动获取可用模型；OpenAI 未填写 Base URL 时使用默认地址。</li>
+      <li>下方「已保存的配置」显示已保存模型、服务地址、启用状态和密钥配置状态；「可选模型」直接列出该服务的模型，可点击<strong>获取可用模型</strong>刷新。重新打开配置窗口时也会自动获取。</li>
+      <li>从列表选择模型或手动填写模型名，勾选「启用 AI 模型理解问题」，再点击<strong>保存配置</strong>。修改尚未保存时显示「待保存」；保存成功后「当前使用」标记更新，助手立即使用新的启用状态。</li>
       <li>回到页面顶部打开「财务分析助手」，勾选「使用已配置的 AI 模型理解问题」并同意后即可提问。</li>
     </ol>
     <div class="note">
@@ -276,7 +277,7 @@
     </div>
     <h3>9.3 常见问题</h3>
     <ul>
-      <li><strong>「获取可用模型」失败？</strong>确认本地服务已启动且 Base URL 正确（Ollama 默认 <code>http://127.0.0.1:11434/v1</code>），并先点击「保存配置」再获取。</li>
+      <li><strong>「获取可用模型」失败？</strong>模型列表获取与配置保存分别提示结果；列表失败不会撤销已保存的配置。确认服务已启动、Base URL 和 API Key 正确后重试，也可手动填写模型名。修改服务地址或密钥后需先保存，再获取新服务的模型列表。</li>
       <li><strong>助手提示「尚未配置外部 AI 服务」？</strong>检查「AI 模型」中是否已启用、模型名是否已填写；OpenAI 还需 API Key。</li>
       <li><strong>想停用 AI？</strong>取消勾选「启用 AI 模型理解问题」并保存，助手回到纯本地规则模式。</li>
     </ul>

finance/ai.py

@@ -55,14 +55,8 @@ def org_models_endpoint(org):
     return (settings.OPENAI_BASE_URL or OPENAI_BASE_URL).rstrip("/"), settings.OPENAI_API_KEY
 
 
-@endpoint(("GET", "PUT"), roles=("admin",))
-def ai_config(request):
-    require_full_admin(request)
-    org = request.member.organization
-    if request.method == "GET":
-        cfg = AIConfig.objects.filter(organization=org).first()
-        return JsonResponse(
-            {
+def config_data(cfg):
+    return {
         "enabled": cfg.enabled if cfg else False,
         "provider": cfg.provider if cfg else "local",
         "base_url": cfg.base_url if cfg else "",
@@ -70,7 +64,15 @@ def ai_config(request):
         "api_key_set": bool(cfg and cfg.api_key),
         "updated_at": cfg.updated_at.isoformat() if cfg else None,
     }
-        )
+
+
+@endpoint(("GET", "PUT"), roles=("admin",))
+def ai_config(request):
+    require_full_admin(request)
+    org = request.member.organization
+    if request.method == "GET":
+        cfg = AIConfig.objects.filter(organization=org).first()
+        return JsonResponse(config_data(cfg))
     data = body(request)
     enabled = data.get("enabled")
     provider = data.get("provider")
@@ -106,7 +108,7 @@ def ai_config(request):
     if api_key:
         defaults["api_key"] = api_key
     if not cfg:
-        AIConfig.objects.create(organization=org, **defaults)
+        cfg = AIConfig.objects.create(organization=org, **defaults)
     else:
         for field, value in defaults.items():
             setattr(cfg, field, value)
@@ -121,7 +123,7 @@ def ai_config(request):
             "key_changed": key_changed,
         },
     )
-    return JsonResponse({"ok": True})
+    return JsonResponse({"ok": True, **config_data(cfg)})
 
 
 @endpoint(roles=("admin",))

frontend/src/App.tsx

@@ -1540,7 +1540,16 @@ export function App() {
       {(modal === "users" || modal === "audit") && (
         <AdminDialog mode={modal} onClose={() => setModal(null)} />
       )}
-      {modal === "ai" && <AIConfigDialog onClose={() => setModal(null)} />}
+      {modal === "ai" && (
+        <AIConfigDialog
+          onClose={() => setModal(null)}
+          onSaved={(config) =>
+            setSession((current) =>
+              current ? { ...current, ai_enabled: config.enabled } : current,
+            )
+          }
+        />
+      )}
     </div>
   );
 }

frontend/src/dialogs.tsx

@@ -471,7 +471,13 @@ export function EvidenceDialog({
   );
 }
 
-export function AIConfigDialog({ onClose }: { onClose: () => void }) {
+export function AIConfigDialog({
+  onClose,
+  onSaved,
+}: {
+  onClose: () => void;
+  onSaved: (config: AIConfig) => void;
+}) {
   const [value, setValue] = useState<AIConfig>({
       enabled: false,
       provider: "local",
@@ -480,45 +486,97 @@ export function AIConfigDialog({ onClose }: { onClose: () => void }) {
       api_key_set: false,
       updated_at: null,
     }),
+    [savedConfig, setSavedConfig] = useState<AIConfig | null>(null),
     [key, setKey] = useState(""),
     [models, setModels] = useState<string[]>([]),
     [error, setError] = useState(""),
+    [message, setMessage] = useState(""),
+    [modelsError, setModelsError] = useState(""),
+    [loading, setLoading] = useState(true),
     [busy, setBusy] = useState(false),
     [listing, setListing] = useState(false);
+  const modelRequest = useRef(0);
+  const connectionChanged = Boolean(
+    savedConfig &&
+    (value.provider !== savedConfig.provider ||
+      value.base_url !== savedConfig.base_url ||
+      key),
+  );
+  const availableModels = [
+    ...new Set([savedConfig?.model || "", ...models]),
+  ].filter(Boolean);
+  const canListModels = Boolean(
+    savedConfig?.updated_at &&
+    (savedConfig.base_url || savedConfig.provider === "openai"),
+  );
   useEffect(() => {
+    let active = true;
     api<AIConfig>("/ai-config")
-      .then((r) => setValue(r))
-      .catch((e) => setError((e as Error).message));
+      .then((r) => {
+        if (!active) return;
+        setValue(r);
+        setSavedConfig(r);
+        if (r.updated_at && (r.base_url || r.provider === "openai"))
+          void fetchModels();
+      })
+      .catch((e) => {
+        if (active)
+          setError(`加载配置失败：${(e as Error).message}，请关闭后重试。`);
+      })
+      .finally(() => {
+        if (active) setLoading(false);
+      });
+    return () => {
+      active = false;
+      modelRequest.current++;
+    };
   }, []);
-  async function fetchModels() {
-    setListing(true);
+  function updateValue(patch: Partial<AIConfig>) {
+    setValue((v) => ({ ...v, ...patch }));
+    setMessage("");
     setError("");
+  }
+  async function fetchModels() {
+    const ticket = ++modelRequest.current;
+    setListing(true);
+    setModelsError("");
     try {
       const r = await api<{ items: string[] }>("/ai-models");
+      if (ticket !== modelRequest.current) return;
       setModels(r.items);
-      if (!r.items.length) setError("该服务没有返回可用模型");
     } catch (e) {
-      setError((e as Error).message);
+      if (ticket === modelRequest.current)
+        setModelsError(
+          `获取模型列表失败：${(e as Error).message}。已保存的配置不受影响，可重试或手动填写模型名。`,
+        );
     } finally {
-      setListing(false);
+      if (ticket === modelRequest.current) setListing(false);
     }
   }
   async function save() {
     setBusy(true);
     setError("");
+    setMessage("");
     try {
-      await api("/ai-config", "PUT", {
+      const config = await api<AIConfig>("/ai-config", "PUT", {
         enabled: value.enabled,
         provider: value.provider,
         base_url: value.base_url,
         model: value.model,
         api_key: key,
       });
+      setValue(config);
+      setSavedConfig(config);
       setKey("");
-      setValue((v) => ({ ...v, api_key_set: v.api_key_set || Boolean(key) }));
-      if (value.base_url) await fetchModels();
+      setMessage("配置已保存");
+      onSaved(config);
+      modelRequest.current++;
+      setListing(false);
+      setModelsError("");
+      if (connectionChanged) setModels([]);
+      if (config.base_url || config.provider === "openai") void fetchModels();
     } catch (e) {
-      setError((e as Error).message);
+      setError(`保存失败：${(e as Error).message}`);
     } finally {
       setBusy(false);
     }
@@ -529,11 +587,13 @@ export function AIConfigDialog({ onClose }: { onClose: () => void }) {
         <p className="muted">
           配置财务分析助手使用的模型服务。数据库配置优先；未配置时回退到部署环境变量。
         </p>
+        {loading && <p className="muted">正在加载已保存配置…</p>}
+        <fieldset className="ai-config-fields" disabled={!savedConfig || busy}>
           <label className="check">
             <input
               type="checkbox"
               checked={value.enabled}
-            onChange={(e) => setValue({ ...value, enabled: e.target.checked })}
+              onChange={(e) => updateValue({ enabled: e.target.checked })}
             />
             启用 AI 模型理解问题
           </label>
@@ -542,8 +602,7 @@ export function AIConfigDialog({ onClose }: { onClose: () => void }) {
             <select
               value={value.provider}
               onChange={(e) =>
-              setValue({
-                ...value,
+                updateValue({
                   provider: e.target.value as AIConfig["provider"],
                 })
               }
@@ -563,7 +622,7 @@ export function AIConfigDialog({ onClose }: { onClose: () => void }) {
                   ? "http://127.0.0.1:11434/v1"
                   : "https://api.openai.com/v1"
               }
-            onChange={(e) => setValue({ ...value, base_url: e.target.value })}
+              onChange={(e) => updateValue({ base_url: e.target.value })}
             />
           </label>
           <label>
@@ -572,47 +631,162 @@ export function AIConfigDialog({ onClose }: { onClose: () => void }) {
               type="password"
               value={key}
               placeholder={
-              value.api_key_set ? "已配置，留空保持不变" : "本地服务通常可留空"
+                value.api_key_set
+                  ? "已配置，留空保持不变"
+                  : "本地服务通常可留空"
               }
-            onChange={(e) => setKey(e.target.value)}
+              onChange={(e) => {
+                setKey(e.target.value);
+                setMessage("");
+                setError("");
+              }}
             />
           </label>
           <label>
             模型
             <input
-            list="ai-model-list"
               value={value.model}
               placeholder="模型名，如 qwen2.5:7b"
-            onChange={(e) => setValue({ ...value, model: e.target.value })}
+              onChange={(e) => updateValue({ model: e.target.value })}
             />
-          <datalist id="ai-model-list">
-            {models.map((m) => (
-              <option key={m} value={m} />
-            ))}
-          </datalist>
           </label>
-        <footer>
-          <button onClick={onClose}>取消</button>
+        </fieldset>
+        {savedConfig && (
+          <>
+            <section className="ai-config-summary" aria-label="已保存的配置">
+              <h3>已保存的配置</h3>
+              {savedConfig.updated_at ? (
+                <>
+                  <p>
+                    {savedConfig.enabled
+                      ? "当前使用的模型："
+                      : "已保存的模型："}
+                    <strong>{savedConfig.model || "尚未选择"}</strong>
+                    <span className="tag">
+                      {savedConfig.enabled ? "已启用" : "未启用"}
+                    </span>
+                  </p>
+                  <p className="muted">
+                    {savedConfig.provider === "openai"
+                      ? "OpenAI"
+                      : "OpenAI 兼容服务"}
+                    {" · "}
+                    {savedConfig.base_url ||
+                      (savedConfig.provider === "openai"
+                        ? "https://api.openai.com/v1"
+                        : "未设置地址")}
+                    {" · "}API Key{" "}
+                    {savedConfig.api_key_set ? "已配置" : "未配置"}
+                  </p>
+                </>
+              ) : (
+                <p className="muted">
+                  尚未保存配置。请先保存服务地址和 API Key，再选择模型并启用。
+                </p>
+              )}
+            </section>
+            <section className="ai-models" aria-label="可选模型">
+              <div className="ai-models-heading">
+                <h3>可选模型</h3>
                 <button
                   type="button"
-            disabled={listing || busy}
-            onClick={fetchModels}
+                  disabled={
+                    listing || busy || connectionChanged || !canListModels
+                  }
+                  onClick={() => void fetchModels()}
                 >
                   {listing ? "获取中…" : "获取可用模型"}
                 </button>
-          <button className="primary" disabled={busy} onClick={save}>
-            {busy ? "保存中…" : "保存配置"}
-          </button>
-        </footer>
-        {error && (
-          <p role="alert" className="error">
-            {error}
+              </div>
+              <p className="muted">
+                选择后点击“保存配置”生效；也可以在上方手动填写模型名。
               </p>
+              {connectionChanged ? (
+                <p className="muted">
+                  服务配置已修改，请先保存后获取可选模型。
+                </p>
+              ) : (
+                <>
+                  {listing && <p className="muted">正在获取可用模型…</p>}
+                  {modelsError && (
+                    <p role="alert" className="error">
+                      {modelsError}
+                    </p>
+                  )}
+                  {!listing &&
+                    !modelsError &&
+                    !models.length &&
+                    canListModels && (
+                      <p className="muted">
+                        该服务没有返回可用模型，可重试或手动填写模型名。
+                      </p>
+                    )}
+                  {savedConfig.updated_at && !canListModels && (
+                    <p className="muted">
+                      填写并保存 Base URL 后可获取模型列表。
+                    </p>
+                  )}
+                  <div className="ai-model-options">
+                    {availableModels.map((model) => (
+                      <label key={model} className="ai-model-option">
+                        <input
+                          type="radio"
+                          name="ai-model"
+                          aria-label={model}
+                          value={model}
+                          checked={value.model === model}
+                          disabled={busy}
+                          onChange={() => updateValue({ model })}
+                        />
+                        <span>{model}</span>
+                        {savedConfig.model === model && (
+                          <span className="tag">
+                            {savedConfig.enabled ? "当前使用" : "已保存"}
+                          </span>
+                        )}
+                        {value.model === model &&
+                          value.model !== savedConfig.model && (
+                            <span className="tag">待保存</span>
+                          )}
+                      </label>
+                    ))}
+                  </div>
+                </>
+              )}
+              {value.model !== savedConfig.model && (
+                <p>
+                  待保存的模型：<strong>{value.model || "尚未选择"}</strong>
+                </p>
+              )}
+            </section>
+          </>
         )}
         <p className="muted">
           只向模型服务发送问题与维度/当前筛选，原始数据行不出服务器；密钥仅保存在后端，
           配置修改会记入操作审计。
         </p>
+        <footer className="ai-config-footer">
+          <div className="ai-config-feedback">
+            {message && (
+              <p role="status" className="ai-config-success">
+                {message}
+              </p>
+            )}
+            {error && (
+              <p role="alert" className="error">
+                {error}
+              </p>
+            )}
+          </div>
+          <button onClick={onClose}>关闭</button>
+          <button
+            className="primary"
+            disabled={!savedConfig || busy}
+            onClick={save}
+          >
+            {busy ? "保存中…" : "保存配置"}
+          </button>
+        </footer>
       </div>
     </Modal>
   );

frontend/src/style.css

@@ -976,6 +976,91 @@ dialog header h2 {
 .dialog-body {
   padding: 23px;
 }
+.ai-config-fields {
+  border: 0;
+  padding: 0;
+  margin: 0 0 18px;
+  display: grid;
+  gap: 14px;
+  min-width: 0;
+}
+.ai-config-success {
+  padding: 12px 16px;
+  border: 1px solid #b8d8c9;
+  border-radius: 5px;
+  color: var(--green);
+  background: #edf7f1;
+}
+.ai-config-footer {
+  flex-wrap: wrap;
+}
+.ai-config-feedback {
+  flex: 1 1 220px;
+  min-width: 0;
+}
+.ai-config-feedback p {
+  margin: 0;
+}
+.ai-config-feedback:empty {
+  display: none;
+}
+.ai-config-summary {
+  padding: 16px;
+  border: 1px solid var(--line);
+  border-radius: 5px;
+  background: #f7f9f8;
+  overflow-wrap: anywhere;
+}
+.ai-config-summary p:last-child {
+  margin-bottom: 0;
+}
+.ai-config-summary .tag {
+  margin-left: 10px;
+}
+.ai-models {
+  margin: 20px 0;
+}
+.ai-models-heading {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+  margin-bottom: 12px;
+}
+.ai-models-heading h3 {
+  margin: 0;
+}
+.ai-model-options {
+  display: grid;
+  gap: 8px;
+  max-height: 280px;
+  overflow-y: auto;
+  padding: 4px;
+}
+.ai-model-option {
+  flex-direction: row;
+  align-items: center;
+  border: 1px solid var(--line);
+  border-radius: 5px;
+  padding: 12px;
+  cursor: pointer;
+}
+.ai-model-option:has(input:checked) {
+  border-color: var(--green);
+  background: #edf7f1;
+}
+.ai-model-option input {
+  flex: none;
+  width: 16px;
+  min-height: 16px;
+  margin: 0;
+  accent-color: var(--green);
+}
+.ai-model-option > span:first-of-type {
+  flex: 1;
+  min-width: 0;
+  overflow-wrap: anywhere;
+}
 .dialog-body table input {
   width: 145px;
 }
@@ -1518,6 +1603,9 @@ details {
   dialog footer > span {
     width: 100%;
   }
+  .ai-config-feedback {
+    flex-basis: 100%;
+  }
   .form-row {
     gap: 12px;
   }

tests/e2e/ai-config.spec.ts

@@ -0,0 +1,410 @@
+import { expect, test } from "@playwright/test";
+import type { Page } from "@playwright/test";
+import type { AIConfig } from "../../frontend/src/types";
+
+const initialConfig: AIConfig = {
+  enabled: true,
+  provider: "local",
+  base_url: "http://models.test/v1",
+  model: "model-a",
+  api_key_set: true,
+  updated_at: "2026-11-01T00:00:00Z",
+};
+
+async function openSettings(
+  page: Page,
+  config: AIConfig | null = initialConfig,
+) {
+  await page.route("**/api/session", (route) =>
+    route.fulfill({
+      json: {
+        csrf: "test-csrf",
+        user: {
+          id: 1,
+          name: "测试管理员",
+          role: "admin",
+          organization: "测试组织",
+          departments: [],
+        },
+        ai_enabled: true,
+      },
+    }),
+  );
+  await page.route("**/api/datasets", (route) =>
+    route.fulfill({ json: { items: [] } }),
+  );
+  await page.goto("/");
+  if ((page.viewportSize()?.width || 1280) < 700)
+    await page.getByLabel("展开导航", { exact: true }).click();
+  await page.getByRole("button", { name: "AI 模型", exact: true }).click();
+  const dialog = page.getByRole("dialog", { name: "AI 模型配置" });
+  await expect(dialog).toBeVisible();
+  if (config)
+    await expect(dialog.getByLabel("模型", { exact: true })).toHaveValue(
+      config.model,
+    );
+  return dialog;
+}
+
+test("保存成功立即提示，不等待模型列表返回", async ({ page }) => {
+  await page.route("**/api/ai-config", (route) =>
+    route.fulfill({ json: { ok: true, ...initialConfig } }),
+  );
+  let releaseModels!: () => void;
+  const modelsPending = new Promise<void>((resolve) => {
+    releaseModels = resolve;
+  });
+  await page.route("**/api/ai-models", async (route) => {
+    await modelsPending;
+    await route.fulfill({ json: { items: ["model-a", "model-b"] } });
+  });
+  const dialog = await openSettings(page);
+  await dialog.getByLabel("API Key", { exact: true }).fill("test-key");
+  try {
+    await dialog.getByRole("button", { name: "保存配置", exact: true }).click();
+    await expect(
+      dialog.getByRole("status").filter({ hasText: "配置已保存" }),
+    ).toBeVisible({
+      timeout: 2000,
+    });
+    await expect(
+      dialog.getByRole("status").filter({ hasText: "配置已保存" }),
+    ).toBeInViewport({ ratio: 1 });
+    await expect(dialog.getByLabel("API Key", { exact: true })).toHaveValue("");
+    await expect(dialog.getByRole("button", { name: "保存中…" })).toHaveCount(
+      0,
+    );
+  } finally {
+    releaseModels();
+  }
+});
+
+test("保存失败显示原因并保留 Key 和未保存的模型", async ({ page }) => {
+  await page.route("**/api/ai-config", (route) =>
+    route.request().method() === "PUT"
+      ? route.fulfill({ status: 400, json: { error: "Base URL 无效" } })
+      : route.fulfill({ json: initialConfig }),
+  );
+  await page.route("**/api/ai-models", (route) =>
+    route.fulfill({ json: { items: ["model-a", "model-b"] } }),
+  );
+  const dialog = await openSettings(page);
+  await dialog.getByLabel("API Key", { exact: true }).fill("test-new-key");
+  await dialog.getByLabel("模型", { exact: true }).fill("model-b");
+  await dialog.getByRole("button", { name: "保存配置", exact: true }).click();
+
+  await expect(dialog.getByRole("alert")).toContainText(
+    "保存失败：Base URL 无效",
+  );
+  await expect(dialog.getByLabel("API Key", { exact: true })).toHaveValue(
+    "test-new-key",
+  );
+  await expect(dialog.getByLabel("模型", { exact: true })).toHaveValue(
+    "model-b",
+  );
+  await expect(
+    dialog.getByRole("region", { name: "已保存的配置" }),
+  ).toContainText("当前使用的模型：model-a");
+  await expect(
+    dialog.getByRole("status").filter({ hasText: "配置已保存" }),
+  ).toHaveCount(0);
+  await expect(
+    dialog.getByRole("button", { name: "保存配置", exact: true }),
+  ).toBeEnabled();
+});
+
+test("可选模型直接列出，选择后保存才生效，重新打开仍保留", async ({ page }) => {
+  await page.setViewportSize({ width: 1512, height: 1100 });
+  let savedConfig = { ...initialConfig };
+  const saves: Array<Record<string, unknown>> = [];
+  await page.route("**/api/ai-config", (route) => {
+    if (route.request().method() === "PUT") {
+      const data = route.request().postDataJSON();
+      saves.push(data);
+      savedConfig = {
+        ...savedConfig,
+        enabled: data.enabled,
+        provider: data.provider,
+        base_url: data.base_url,
+        model: data.model,
+        api_key_set: Boolean(data.api_key) || savedConfig.api_key_set,
+        updated_at: "2026-11-01T00:01:00Z",
+      };
+    }
+    return route.fulfill({ json: { ok: true, ...savedConfig } });
+  });
+  await page.route("**/api/ai-models", (route) =>
+    route.fulfill({ json: { items: ["model-a", "model-b"] } }),
+  );
+  const dialog = await openSettings(page);
+  const options = dialog.getByRole("region", { name: "可选模型" });
+  const summary = dialog.getByRole("region", { name: "已保存的配置" });
+  await expect(
+    options.getByRole("radio", { name: "model-a", exact: true }),
+  ).toBeChecked();
+  await expect(
+    options.getByRole("radio", { name: "model-b", exact: true }),
+  ).toBeVisible();
+  await expect(summary).toContainText("当前使用的模型：model-a");
+
+  await options.getByRole("radio", { name: "model-b", exact: true }).check();
+  await expect(dialog.getByLabel("模型", { exact: true })).toHaveValue(
+    "model-b",
+  );
+  await expect(options).toContainText("待保存");
+  await expect(summary).toContainText("当前使用的模型：model-a");
+  expect(saves).toHaveLength(0);
+
+  await dialog.getByRole("button", { name: "保存配置", exact: true }).click();
+  await expect(summary).toContainText("当前使用的模型：model-b");
+  await expect(options).not.toContainText("待保存");
+  expect(saves).toHaveLength(1);
+  expect(saves[0]).toMatchObject({ model: "model-b", api_key: "" });
+  await page.screenshot({
+    path: test.info().outputPath("ai-settings-success.png"),
+    fullPage: true,
+  });
+
+  await dialog.getByLabel("关闭", { exact: true }).click();
+  await page.getByRole("button", { name: "AI 模型", exact: true }).click();
+  await expect(summary).toContainText("当前使用的模型：model-b");
+  await expect(
+    options.getByRole("radio", { name: "model-b", exact: true }),
+  ).toBeChecked();
+  await expect(dialog.getByLabel("API Key", { exact: true })).toHaveValue("");
+  await expect(dialog.getByLabel("API Key", { exact: true })).toHaveAttribute(
+    "placeholder",
+    "已配置，留空保持不变",
+  );
+});
+
+test("拉取模型失败仍保留保存成功结果和已保存模型", async ({ page }) => {
+  let saved = false;
+  await page.route("**/api/ai-config", (route) => {
+    if (route.request().method() === "PUT") saved = true;
+    return route.fulfill({ json: { ok: true, ...initialConfig } });
+  });
+  await page.route("**/api/ai-models", (route) =>
+    saved
+      ? route.fulfill({ status: 502, json: { error: "无法连接模型服务" } })
+      : route.fulfill({ json: { items: ["model-a", "model-b"] } }),
+  );
+  const dialog = await openSettings(page);
+  await expect(
+    dialog.getByRole("radio", { name: "model-b", exact: true }),
+  ).toBeVisible();
+  await dialog.getByRole("button", { name: "保存配置", exact: true }).click();
+
+  await expect(
+    dialog.getByRole("status").filter({ hasText: "配置已保存" }),
+  ).toBeVisible();
+  await expect(dialog.getByRole("alert")).toContainText(
+    "获取模型列表失败：无法连接模型服务",
+  );
+  await expect(dialog.getByRole("alert")).not.toContainText("保存失败");
+  await expect(
+    dialog.getByRole("region", { name: "已保存的配置" }),
+  ).toContainText("当前使用的模型：model-a");
+  await expect(
+    dialog.getByRole("button", { name: "保存配置", exact: true }),
+  ).toBeEnabled();
+});
+
+test("OpenAI 默认地址也会加载列表，停用的已保存模型不会显示为当前使用", async ({
+  page,
+}) => {
+  const config: AIConfig = {
+    ...initialConfig,
+    enabled: false,
+    provider: "openai",
+    base_url: "",
+  };
+  let modelRequests = 0;
+  await page.route("**/api/ai-config", (route) =>
+    route.fulfill({ json: { ok: true, ...config } }),
+  );
+  await page.route("**/api/ai-models", (route) => {
+    modelRequests++;
+    return route.fulfill({ json: { items: ["model-a", "model-b"] } });
+  });
+  const dialog = await openSettings(page, config);
+  const summary = dialog.getByRole("region", { name: "已保存的配置" });
+  await expect(summary).toContainText("已保存的模型：model-a");
+  await expect(summary).not.toContainText("当前使用的模型");
+  await expect(
+    dialog.getByRole("radio", { name: "model-b", exact: true }),
+  ).toBeVisible();
+  const requestsBeforeSave = modelRequests;
+  await dialog.getByRole("button", { name: "保存配置", exact: true }).click();
+  await expect(
+    dialog.getByRole("status").filter({ hasText: "配置已保存" }),
+  ).toBeVisible();
+  await expect.poll(() => modelRequests).toBeGreaterThan(requestsBeforeSave);
+});
+
+test("初次加载配置失败时禁止保存，不覆盖已有配置", async ({ page }) => {
+  let saves = 0;
+  await page.route("**/api/ai-config", (route) => {
+    if (route.request().method() === "PUT") saves++;
+    return route.fulfill({ status: 503, json: { error: "服务暂时不可用" } });
+  });
+  const dialog = await openSettings(page, null);
+  await expect(dialog.getByRole("alert")).toContainText(
+    "加载配置失败：服务暂时不可用",
+  );
+  await expect(
+    dialog.getByRole("button", { name: "保存配置", exact: true }),
+  ).toBeDisabled();
+  await expect(dialog.getByLabel("API Key", { exact: true })).toBeDisabled();
+  await expect(dialog.getByLabel("模型", { exact: true })).toBeDisabled();
+  await expect(
+    dialog.getByRole("region", { name: "已保存的配置" }),
+  ).toHaveCount(0);
+  expect(saves).toBe(0);
+});
+
+test("清空本地地址并停用后保存，忽略旧服务延迟返回的模型", async ({ page }) => {
+  let savedConfig = { ...initialConfig };
+  await page.route("**/api/ai-config", (route) => {
+    if (route.request().method() === "PUT") {
+      const { enabled, provider, base_url, model } = route
+        .request()
+        .postDataJSON();
+      savedConfig = { ...savedConfig, enabled, provider, base_url, model };
+    }
+    return route.fulfill({ json: { ok: true, ...savedConfig } });
+  });
+  let releaseModels!: () => void;
+  const modelsPending = new Promise<void>((resolve) => {
+    releaseModels = resolve;
+  });
+  let modelRequests = 0;
+  await page.route("**/api/ai-models", async (route) => {
+    modelRequests++;
+    await modelsPending;
+    await route.fulfill({ json: { items: ["obsolete-model"] } });
+  });
+  const dialog = await openSettings(page);
+  try {
+    await expect.poll(() => modelRequests).toBe(1);
+    await dialog
+      .getByRole("checkbox", { name: "启用 AI 模型理解问题" })
+      .uncheck();
+    await dialog.getByLabel("Base URL", { exact: true }).fill("");
+    await dialog.getByLabel("模型", { exact: true }).fill("");
+    await dialog.getByRole("button", { name: "保存配置", exact: true }).click();
+    await expect(
+      dialog.getByRole("status").filter({ hasText: "配置已保存" }),
+    ).toBeVisible();
+
+    const response = page.waitForResponse("**/api/ai-models");
+    releaseModels();
+    await (await response).finished();
+    await page.evaluate(async () => {
+      await new Promise(requestAnimationFrame);
+      await new Promise(requestAnimationFrame);
+    });
+
+    const options = dialog.getByRole("region", { name: "可选模型" });
+    await expect(options.getByRole("radio")).toHaveCount(0);
+    await expect(
+      options.getByRole("button", { name: "获取可用模型" }),
+    ).toBeDisabled();
+    await expect(options).not.toContainText("正在获取可用模型");
+    expect(modelRequests).toBe(1);
+  } finally {
+    releaseModels();
+  }
+});
+
+for (const field of ["Base URL", "API Key"]) {
+  test(`修改 ${field} 后须先保存，旧服务模型不可选`, async ({ page }) => {
+    await page.route("**/api/ai-config", (route) =>
+      route.fulfill({ json: initialConfig }),
+    );
+    await page.route("**/api/ai-models", (route) =>
+      route.fulfill({ json: { items: ["model-a", "model-b"] } }),
+    );
+    const dialog = await openSettings(page);
+    const options = dialog.getByRole("region", { name: "可选模型" });
+    await expect(
+      options.getByRole("radio", { name: "model-b", exact: true }),
+    ).toBeVisible();
+
+    await dialog
+      .getByLabel(field, { exact: true })
+      .fill(
+        field === "Base URL"
+          ? "http://another-models.test/v1"
+          : "test-changed-key",
+      );
+    await expect(options).toContainText(
+      "服务配置已修改，请先保存后获取可选模型。",
+    );
+    await expect(options.getByRole("radio")).toHaveCount(0);
+    await expect(
+      options.getByRole("button", { name: "获取可用模型" }),
+    ).toBeDisabled();
+    await expect(
+      dialog.getByRole("region", { name: "已保存的配置" }),
+    ).toContainText("当前使用的模型：model-a");
+
+    await dialog
+      .getByLabel(field, { exact: true })
+      .fill(field === "Base URL" ? initialConfig.base_url : "");
+    await expect(
+      options.getByRole("radio", { name: "model-a", exact: true }),
+    ).toBeChecked();
+    await expect(
+      options.getByRole("button", { name: "获取可用模型" }),
+    ).toBeEnabled();
+  });
+}
+
+test("桌面和手机长模型名无横向溢出", async ({ page }) => {
+  const longModel = `finance-analysis-${"long-model-name-".repeat(10)}2026`;
+  const config = { ...initialConfig, model: longModel };
+  await page.route("**/api/ai-config", (route) =>
+    route.fulfill({ json: config }),
+  );
+  await page.route("**/api/ai-models", (route) =>
+    route.fulfill({ json: { items: [longModel, "model-b"] } }),
+  );
+  await page.setViewportSize({ width: 1512, height: 1100 });
+  const dialog = await openSettings(page, config);
+  const options = dialog.getByRole("region", { name: "可选模型" });
+  await expect(
+    options.getByRole("radio", { name: longModel, exact: true }),
+  ).toBeVisible();
+  await page.screenshot({
+    path: test.info().outputPath("ai-settings-desktop.png"),
+    fullPage: true,
+  });
+
+  await dialog.getByLabel("关闭", { exact: true }).click();
+  await page.setViewportSize({ width: 390, height: 844 });
+  await page.getByLabel("展开导航", { exact: true }).click();
+  await page.getByRole("button", { name: "AI 模型", exact: true }).click();
+  const selected = options.getByRole("radio", { name: longModel, exact: true });
+  await expect(selected).toBeChecked();
+  await selected.scrollIntoViewIfNeeded();
+  expect(
+    await page.evaluate(
+      () => document.documentElement.scrollWidth <= innerWidth,
+    ),
+  ).toBe(true);
+  expect(await dialog.evaluate((el) => el.scrollWidth <= el.clientWidth)).toBe(
+    true,
+  );
+  expect(await options.evaluate((el) => el.scrollWidth <= el.clientWidth)).toBe(
+    true,
+  );
+  await dialog.getByRole("button", { name: "保存配置", exact: true }).click();
+  await expect(
+    dialog.getByRole("status").filter({ hasText: "配置已保存" }),
+  ).toBeInViewport({ ratio: 1 });
+  await page.screenshot({
+    path: test.info().outputPath("ai-settings-mobile.png"),
+    fullPage: true,
+  });
+});

tests/test_assistant_api.py

@@ -71,6 +71,7 @@ def test_model_intent_polls_in_progress_and_retries_invalid_response(workspace,
             polled["posts"] += 1
             # 第一次 POST 返回损坏文本（触发整体重试），第二次 POST 返回 in_progress
             if polled["posts"] == 1:
+
                 class Bad:
                     def raise_for_status(self):
                         return None
@@ -87,7 +88,9 @@ def test_model_intent_polls_in_progress_and_retries_invalid_response(workspace,
         def get(self, *args, **kwargs):
             polled["n"] += 1
             assert args[0].endswith("/responses/resp-1")
-            return completed_response({"action": "anomalies", "metric": "revenue", "group": "department", "filters": []})
+            return completed_response(
+                {"action": "anomalies", "metric": "revenue", "group": "department", "filters": []}
+            )
 
     with patch("finance.assistant.httpx.Client", ClientMock):
         intent = model_intent("看异常", ds, {"metric": "revenue", "group": "department", "filters": {}})
@@ -152,6 +155,34 @@ def test_ai_config_requires_full_admin_and_masks_key(workspace):
     assert Audit.objects.filter(action="ai_config.update").exists()
 
 
+def test_ai_config_save_returns_saved_config_and_preserves_masked_key(workspace):
+    ds, _, client, _, _ = workspace
+    payload = {
+        "enabled": True,
+        "provider": "local",
+        "base_url": "http://127.0.0.1:11434/v1/",
+        "api_key": "saved-config-test-secret",
+        "model": "qwen2.5:7b",
+    }
+
+    for api_key, model in [(payload["api_key"], "qwen2.5:7b"), ("", "llama3.1:8b")]:
+        payload.update(api_key=api_key, model=model)
+        response = client.put("/api/ai-config", data=payload, content_type="application/json")
+        assert response.status_code == 200
+        saved = response.json()
+        shown = client.get("/api/ai-config").json()
+        assert saved == {"ok": True, **shown}
+        assert saved["enabled"] is True
+        assert saved["provider"] == "local"
+        assert saved["base_url"] == "http://127.0.0.1:11434/v1"
+        assert saved["model"] == model
+        assert saved["api_key_set"] is True
+        assert saved["updated_at"]
+        assert "api_key" not in saved
+        assert "saved-config-test-secret" not in response.content.decode()
+        assert AIConfig.objects.get(organization=ds.organization).api_key == "saved-config-test-secret"
+
+
 def test_ai_models_lists_local_models(workspace):
     ds, _, client, _, _ = workspace
     client.put(