diff --git a/CLAUDE.md b/CLAUDE.md
new file mode 100644
index 0000000..f5f67b6
--- /dev/null
+++ b/CLAUDE.md
@@ -0,0 +1,74 @@
+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## 项目概述
+
+AI 智能客服系统，基于 Spring AI Alibaba + 通义千问 + PGVector，支持 RAG 知识库检索、多轮对话、结构化数据提取、知识库全生命周期管理。
+
+## 构建与运行
+
+```bash
+# 编译
+./mvnw compile
+
+# 运行（端口 9090）
+./mvnw spring-boot:run
+
+# 运行测试
+./mvnw test
+
+# 运行单个测试类
+./mvnw test -Dtest=SupportBotApplicationTests
+
+# 运行单个测试方法
+./mvnw test -Dtest=SupportBotApplicationTests#testRag
+```
+
+**前提条件**: PostgreSQL 12+ 需运行且安装 PGVector 扩展，数据库 `support_bot` 需存在。`knowledge_category` 和 `knowledge_document` 表由 `DatabaseInitConfig` 自动创建，无需手动建表。
+
+## 核心架构决策
+
+### 主启动类排除了 PgVectorStoreAutoConfiguration
+`SupportBotApplication.java` 中 `@SpringBootApplication(exclude = PgVectorStoreAutoConfiguration.class)`，因为项目在 `PgVectorStoreConfig` 中手动配置 PgVectorStore Bean（标记 `@Primary`），不使用自动配置。另有一个 `InMemoryVectorStoreConfig` 作为开发备选。
+
+### Spring AI 集成模式
+- **ChatClient Builder**: 所有对话通过 `ChatClient.builder(dashscopeChatModel)` 构建
+- **Advisor 链**: `MessageChatMemoryAdvisor`(记忆) → `MyLoggerAdvisor`(日志) → `QuestionAnswerAdvisor`(RAG)
+- **结构化输出**: `ProductInfoApp` 使用 `.entity(ProductInfo.class)` 提取结构化数据
+- **SSE 流式**: 三种实现 — Flux\<String\>、Flux\<ServerSentEvent\>、SseEmitter
+
+### ChatMemory 持久化
+当前使用 `DatabaseChatMemory`（PostgreSQL 持久化），`FileBasedChatMemory`（Kryo 序列化）已注释掉。`ProductInfoApp` 单独使用 `InMemoryChatMemory`。
+
+### RAG 双模式
+1. **QuestionAnswerAdvisor 模式**（生产使用）: 预检索优化 + `QuestionAnswerAdvisor`
+2. **RetrievalAugmentationAdvisor 模式**（实验性）: `doChatWithRagEnhance()` 中 `queryTransformers` 和 `multiQueryExpander` 未生效
+
+### 文档处理管道
+`DocumentService.uploadDocument()` 统一流程：文档提取 → `MyTokenTextSplitter` 分块 → `MyKeywordEnricher` AI 关键词提取 → `pgVectorVectorStore.add()` 向量化存储。每个分块的 metadata 中注入 `documentId`、`chunkIndex`、`sourceName`、`title` 以关联 `knowledge_document` 表。
+
+### 预检索查询优化
+四种策略在 `rag/preretrieval/` 下，由 `AssistantApp.doChatWithRagStrategy()` 根据 `strategy` 参数动态选择：REWRITE / TRANSLATION / COMPRESSION / MULTI_QUERY。另存在 Bean 配置版本（`QueryTransformerConfig`、`QueryExpanderConfig`），但实际使用自定义 Rewriter 组件。
+
+## 关键配置
+
+- `application.yml` 含 API Key，已被 `.gitignore` 排除
+- MyBatis Plus 逻辑删除字段: `isDelete`，主键策略: `assign_id`(雪花算法)
+- PostgreSQL JSONB 字段使用自定义 `PostgresJsonTypeHandler`（期望 JSON 对象，非数组）
+- 向量维度: 1536，距离类型: COSINE_DISTANCE，索引: HNSW
+
+## API 路由约定
+
+- AI 对话: `/ai/*`（`AiController`）
+- 文档上传: `/upload/*`（`DocumentController`）
+- 文档管理: `/document/*`（`DocumentController`）
+- 分类管理: `/category/*`（`DocumentController`）
+
+## 已知 TODO
+
+- `AssistantApp.doChatWithRagEnhance()`: `queryTransformers` 未生效
+- `DocumentService.updateDocumentMetadata()`: Spring AI 无直接更新 vector_store metadata 的 API，向量元数据同步留后续
+- `DocumentService.searchDocuments()`: Spring AI 1.0.0-M6 的 filter 支持有限，分类过滤暂未实现
+- `CompressionQueryRewriter`: 当前传入空历史列表
+- MyBatis Plus 3.5.12 的 `mybatis-plus-spring-boot3-starter` 不含 `PaginationInnerInterceptor`，分页通过 SQL `LIMIT/OFFSET` 手动实现
diff --git a/frontend.html b/frontend.html
index dc3ad60..221f444 100644
--- a/frontend.html
+++ b/frontend.html
@@ -723,7 +723,7 @@ async function loadCategories() {
       $('categoryList').innerHTML = list.map(c =>
         `<div style="padding:8px 0;border-bottom:1px solid var(--border);display:flex;justify-content:space-between;align-items:center;">
           <span><strong>${c.name}</strong> <span style="color:var(--sub);font-size:12px;">${c.description||''}</span></span>
-          <button class="btn btn-danger btn-sm" onclick="deleteCategory(${c.id})">删除</button>
+          <button class="btn btn-danger btn-sm" onclick="deleteCategory('${c.id}')">删除</button>
         </div>`
       ).join('');
     }
@@ -794,7 +794,7 @@ async function loadDocuments(page=1) {
     } else {
       $('docTableBody').innerHTML = docs.map(d => {
         const statusClass = d.status==='READY'?'status-ready':d.status==='PROCESSING'?'status-processing':'status-failed';
-        const catName = categoryMap[d.categoryId] || (d.categoryId>0?'未知':'未分类');
+        const catName = categoryMap[d.categoryId] || (d.categoryId && d.categoryId!=='0'?'未知':'未分类');
         return `<tr>
           <td>${d.id}</td>
           <td><strong>${d.title}</strong><br><span style="font-size:11px;color:var(--sub);">${d.sourceName||''}</span></td>
@@ -803,9 +803,9 @@ async function loadDocuments(page=1) {
           <td>${d.chunkCount}</td>
           <td>${formatDate(d.createTime)}</td>
           <td>
-            <button class="btn btn-sm btn-outline" onclick="viewDocDetail(${d.id})">查看</button>
-            <button class="btn btn-sm btn-warn" onclick="reprocessDoc(${d.id})">重新处理</button>
-            <button class="btn btn-sm btn-danger" onclick="deleteDoc(${d.id})">删除</button>
+            <button class="btn btn-sm btn-outline" onclick="viewDocDetail('${d.id}')">查看</button>
+            <button class="btn btn-sm btn-warn" onclick="reprocessDoc('${d.id}')">重新处理</button>
+            <button class="btn btn-sm btn-danger" onclick="deleteDoc('${d.id}')">删除</button>
           </td>
         </tr>`;
       }).join('');
@@ -844,7 +844,7 @@ async function viewDocDetail(id) {
     const d = detailJson.data;
     const chunks = chunksJson.success ? (chunksJson.data || []) : [];
     const statusClass = d.status==='READY'?'status-ready':d.status==='PROCESSING'?'status-processing':'status-failed';
-    const catName = categoryMap[d.categoryId] || (d.categoryId>0?'未知':'未分类');
+    const catName = categoryMap[d.categoryId] || (d.categoryId && d.categoryId!=='0'?'未知':'未分类');
 
     let html = `
       <div style="margin-bottom:16px;">
diff --git a/src/main/java/com/wok/supportbot/entity/KnowledgeCategory.java b/src/main/java/com/wok/supportbot/entity/KnowledgeCategory.java
index b2f9d50..5c71b81 100644
--- a/src/main/java/com/wok/supportbot/entity/KnowledgeCategory.java
+++ b/src/main/java/com/wok/supportbot/entity/KnowledgeCategory.java
@@ -1,6 +1,8 @@
 package com.wok.supportbot.entity;
 
 import com.baomidou.mybatisplus.annotation.*;
+import com.fasterxml.jackson.databind.annotation.JsonSerialize;
+import com.fasterxml.jackson.databind.ser.std.ToStringSerializer;
 import lombok.AllArgsConstructor;
 import lombok.Builder;
 import lombok.Data;
@@ -25,6 +27,7 @@ public class KnowledgeCategory implements Serializable {
     private static final long serialVersionUID = 1L;
 
     @TableId(value = "id", type = IdType.ASSIGN_ID)
+    @JsonSerialize(using = ToStringSerializer.class)
     private Long id;
 
     /**
@@ -43,6 +46,7 @@ public class KnowledgeCategory implements Serializable {
      * 父分类ID - 0表示顶级分类
      */
     @TableField("parent_id")
+    @JsonSerialize(using = ToStringSerializer.class)
     private Long parentId;
 
     /**
diff --git a/src/main/java/com/wok/supportbot/entity/KnowledgeDocument.java b/src/main/java/com/wok/supportbot/entity/KnowledgeDocument.java
index dc09f3e..83dff08 100644
--- a/src/main/java/com/wok/supportbot/entity/KnowledgeDocument.java
+++ b/src/main/java/com/wok/supportbot/entity/KnowledgeDocument.java
@@ -1,6 +1,8 @@
 package com.wok.supportbot.entity;
 
 import com.baomidou.mybatisplus.annotation.*;
+import com.fasterxml.jackson.databind.annotation.JsonSerialize;
+import com.fasterxml.jackson.databind.ser.std.ToStringSerializer;
 import com.wok.supportbot.handler.PostgresJsonTypeHandler;
 import lombok.AllArgsConstructor;
 import lombok.Builder;
@@ -27,6 +29,7 @@ public class KnowledgeDocument implements Serializable {
     private static final long serialVersionUID = 1L;
 
     @TableId(value = "id", type = IdType.ASSIGN_ID)
+    @JsonSerialize(using = ToStringSerializer.class)
     private Long id;
 
     /**
@@ -63,6 +66,7 @@ public class KnowledgeDocument implements Serializable {
      * 所属分类ID - 0表示未分类
      */
     @TableField("category_id")
+    @JsonSerialize(using = ToStringSerializer.class)
     private Long categoryId;
 
     /**
diff --git a/src/main/resources/static/frontend.html b/src/main/resources/static/frontend.html
index dc3ad60..221f444 100644
--- a/src/main/resources/static/frontend.html
+++ b/src/main/resources/static/frontend.html
@@ -723,7 +723,7 @@ async function loadCategories() {
       $('categoryList').innerHTML = list.map(c =>
         `<div style="padding:8px 0;border-bottom:1px solid var(--border);display:flex;justify-content:space-between;align-items:center;">
           <span><strong>${c.name}</strong> <span style="color:var(--sub);font-size:12px;">${c.description||''}</span></span>
-          <button class="btn btn-danger btn-sm" onclick="deleteCategory(${c.id})">删除</button>
+          <button class="btn btn-danger btn-sm" onclick="deleteCategory('${c.id}')">删除</button>
         </div>`
       ).join('');
     }
@@ -794,7 +794,7 @@ async function loadDocuments(page=1) {
     } else {
       $('docTableBody').innerHTML = docs.map(d => {
         const statusClass = d.status==='READY'?'status-ready':d.status==='PROCESSING'?'status-processing':'status-failed';
-        const catName = categoryMap[d.categoryId] || (d.categoryId>0?'未知':'未分类');
+        const catName = categoryMap[d.categoryId] || (d.categoryId && d.categoryId!=='0'?'未知':'未分类');
         return `<tr>
           <td>${d.id}</td>
           <td><strong>${d.title}</strong><br><span style="font-size:11px;color:var(--sub);">${d.sourceName||''}</span></td>
@@ -803,9 +803,9 @@ async function loadDocuments(page=1) {
           <td>${d.chunkCount}</td>
           <td>${formatDate(d.createTime)}</td>
           <td>
-            <button class="btn btn-sm btn-outline" onclick="viewDocDetail(${d.id})">查看</button>
-            <button class="btn btn-sm btn-warn" onclick="reprocessDoc(${d.id})">重新处理</button>
-            <button class="btn btn-sm btn-danger" onclick="deleteDoc(${d.id})">删除</button>
+            <button class="btn btn-sm btn-outline" onclick="viewDocDetail('${d.id}')">查看</button>
+            <button class="btn btn-sm btn-warn" onclick="reprocessDoc('${d.id}')">重新处理</button>
+            <button class="btn btn-sm btn-danger" onclick="deleteDoc('${d.id}')">删除</button>
           </td>
         </tr>`;
       }).join('');
@@ -844,7 +844,7 @@ async function viewDocDetail(id) {
     const d = detailJson.data;
     const chunks = chunksJson.success ? (chunksJson.data || []) : [];
     const statusClass = d.status==='READY'?'status-ready':d.status==='PROCESSING'?'status-processing':'status-failed';
-    const catName = categoryMap[d.categoryId] || (d.categoryId>0?'未知':'未分类');
+    const catName = categoryMap[d.categoryId] || (d.categoryId && d.categoryId!=='0'?'未知':'未分类');
 
     let html = `
       <div style="margin-bottom:16px;">