启程清单关掉后不再翻报告，加人后不用刷新就打勾（BUG-1448）。

Co-Authored-By: Grok (agent loop)

docs/BUG_HISTORY.md

@@ -19690,3 +19690,19 @@
 - 复发自：无
 - 修复版本：分支 `codex/ui-kit-onboarding-fix-20261026`。
 
+## BUG-1448 | 启程清单关掉后仍翻全部报告，加人后不打勾
+
+- 状态：resolved
+- 首次发现：2026-10-26
+- 最近更新：2026-10-26
+- 影响面：已登录会话的启程清单。报告列表、合盘历史、档案列表。
+- 用户现象：清单已经关掉的账户，每次打开仍会按人和页去翻报告。在页面里加一位家人、做成合盘或生成报告后，对应一项不打勾，要整页刷新才变。
+- 触发条件：布局里每个账户拉一次清单。拉报告时本人加上最多 19 位其他人，每人最多 3 页。成功之后没有再读。
+- 根因：关闭状态和「有没有报告」写在同一次大拉取里，关闭了也停不下来。清单用的人数和报告数只在这次拉取里更新。同一段里，动效开关用到了还没算出来的「清单是否可见」，外壳一渲染就抛错。
+- 修复：清单已关时只读关闭状态，不再读档案、价格和报告。还开着时，报告和合盘改成一次「有没有至少一份」。加人、合盘存上、报告完成这几个成功之后再读这三项。进站时已经做完的账户没有单独的已满标记，所以仍会发这一次「有没有」，用来决定要不要把清单藏起来；不会再按页翻。动效开关改到清单是否可见算完之后再读。
+- 验证：`frontend/tests/onboarding-facts-refresh.test.tsx`。清单已关只请求引导状态。打开时报告请求只有一次 `presence=1`。加一个人后不刷新页面，「加一位家人或朋友」变为已完成。
+- 防复发：上面的请求计数和打勾测试。
+- 相关记录：issue #111 验收 U5。#97。
+- 复发自：无
+- 修复版本：分支 `codex/ui-kit-onboarding-fix-20261026`。
+

docs/tasks/PROGRESS-ui-kit-onboarding-fix-20261026.md

@@ -39,3 +39,11 @@
 | 检查 | 命令 | 结果 |
 | --- | --- | --- |
 | 动效范围 | `node node_modules/tsx/dist/cli.mjs --test tests/onboarding-motion-gate.test.tsx tests/onboarding-motion-20261022.test.ts tests/onboarding-hint-observer.test.tsx` | 10 通过，0 失败，退出码 0 |
+
+## U5 · 清单关掉不翻报告，完成后会打勾（BUG-1448）
+
+清单已关时只读「是否关掉」。还开着时，报告和合盘改成一次「有没有」。加人、合盘存上或报告完成后，这三项再读一次，不用整页刷新。进站时已经做完、但没有关掉的账户，仍会发这一次「有没有」，因为关闭时间这时不写；不再按人和页翻。
+
+| 检查 | 命令 | 结果 |
+| --- | --- | --- |
+| 拉取与打勾 | `node node_modules/tsx/dist/cli.mjs --test tests/onboarding-facts-refresh.test.tsx` | 4 通过，0 失败，退出码 0 |

docs/tasks/README.md

@@ -40,7 +40,7 @@
 | `TASK-rectification-explicit-open-20261023.md` | `PROGRESS-rectification-explicit-open-20261023.md` | **明说要校正只回一句话（issue #103）**：找会话直接读一张对服务角色撤权的表、必然失败被吞（真正进行中的也续不上）；`candidate_accepted` 被算作进行中挡住入口和提议卡；兜底只给一句话。产品选 C；只改入口口径、经 RPC 找会话、删兜底，不改共享状态集合、不动表。BUG-1423 | 已合入 staging | 分支 `codex/rectification-explicit-open-20261023` |
 | `TASK-chart-table-span-20261023.md` | `PROGRESS-chart-table-span-20261023.md` | **星盘页本命 / 月亮行星表挤进左栏（issue #102）**：#87 给表包了 `ChartSymbolHelp` 后跨栏规则失配；根因修法是 `VedicLayout` 用固定整行容器承载表格，跨栏只认容器；加结构断言防复发。BUG-1422 | 已合入 staging | 分支 `codex/chart-table-span-20261023` |
 | `TASK-ui-kit-migration-20261023.md` | `PROGRESS-ui-kit-0-base-20261023.md`；`PROGRESS-ui-kit-1-shell-20261023.md`；`PROGRESS-ui-kit-2-chat-20261023.md`；`PROGRESS-ui-kit-3-chart-20261023.md`；`PROGRESS-ui-kit-4-people-20261023.md`；`PROGRESS-ui-kit-5-pages-20261023.md`；`PROGRESS-ui-kit-6-rectification-20261023.md`；`PROGRESS-ui-kit-7-cleanup-20261023.md` | **界面统一换成组件库**：shadcn base-nova（补 `shadcn/tailwind.css`）· Lucide · Motion · react-resizable-panels · dnd-kit · Zustand；lint 拦手写控件（白名单只减不增）；对话旁星盘面板；会话、档案拖动排序（动表）；长相不变。产品 2026-10-23 拍板 D1～D8；8 个 issue（K0～K7）串行，取代全站动效 #98 #100 #101 | K0–K7 已在测试环境，待验收 | 原型 https://claude.ai/artifact/PGnWsjHhu38KJseEfEMNWG |
-| `TASK-ui-kit-onboarding-fix-20261026.md` | `PROGRESS-ui-kit-onboarding-fix-20261026.md` | **组件库 K0～K7 与启程（二）～（四）事后验收**：桌面首屏后整页重挂、中英切换看不出选中、提示层每次 DOM 变化全页扫描、启程动效对所有人生效且会藏内容、清单数据只拉一次、拖动排序 N 个请求与部分失败、缺真库重读测试、首屏超 2%、依赖卫生、补回削弱的测试、启程（二）三处未做 | 执行中（#111，U1–U4 已提交） | `codex/ui-kit-onboarding-fix-20261026` |
+| `TASK-ui-kit-onboarding-fix-20261026.md` | `PROGRESS-ui-kit-onboarding-fix-20261026.md` | **组件库 K0～K7 与启程（二）～（四）事后验收**：桌面首屏后整页重挂、中英切换看不出选中、提示层每次 DOM 变化全页扫描、启程动效对所有人生效且会藏内容、清单数据只拉一次、拖动排序 N 个请求与部分失败、缺真库重读测试、首屏超 2%、依赖卫生、补回削弱的测试、启程（二）三处未做 | 执行中（#111，U1–U5 已提交） | `codex/ui-kit-onboarding-fix-20261026` |
 | —（门禁修复，无新任务书） | `PROGRESS-birth-journey-contract-20261025.md` | **测试分支过不了门禁，网站停在完整数据版（二）**：BUG-1439 出生时间合同；BUG-1440 测试画布；BUG-1441 侧栏流式检查等第一次补画结束再数帧。页面不改 | 已合入 staging，等门禁 | `codex/gate-birth-journey-contract-20261025` |
 | `TASK-onboarding-journey-20261022.md` | `PROGRESS-onboarding-1-data-20261022.md`；`PROGRESS-onboarding-2-intake-20261022.md`；`PROGRESS-onboarding-4-motion-20261022.md` | **新用户启程**：建档加「先看谁的盘」（自己 / 帮别人看，本人资料可后补）、人物关系字段、首问免费（服务端原子）、起步三问、启程清单（七项从数据推导，收费项标价，老用户可见）、八条一次性提示（含星盘四页签）、启程流程专用动效。产品 2026-10-22 拍板 D1～D6；动表经产品同意进循环，拆四个 issue 串行。BUG-1420 已被文档去重占用，本轮首问免费记 BUG-1421。（一）T1+T2 在 `codex/onboarding-1-data-20261022`。（二）T3+T4 记 BUG-1431，在 `codex/onboarding-2-intake-20261022`。（四）T7 在 `codex/onboarding-4-motion-20261022` | （一）（二）（三）已在 staging；（四）本分支待验收 | 原型 https://claude.ai/artifact/PcTwMVb9RD611R3qStxv3U |
 | `TASK-site-motion-20261022.md` | — | **全站动效**：换页按侧栏方向滑入、选中块跟随、页签、盘型切换星体移宫、换人、翻日期、列表补位、弹窗从触发处长出、抽屉、顶部提示、点数滚动、中英交叉淡入；重写 DESIGN §6（推翻 180 ms 上限与 Spatial Instant），不引动画库，先验证 View Transitions。产品 2026-10-22 拍板；三个 issue，排在启程（三）之后、启程（四）之前；**2026-10-23 被 ui-kit-migration 取代** | 已取代 | 原型 https://claude.ai/artifact/7u9goivnmTNSGTNWNeVMQd |

frontend/src/app/api/reports/route.ts

@@ -45,6 +45,8 @@ import {
   subjectIdFromQuery,
 } from "@/lib/subject-birth";
 import { consultationSubjectFailureResponse } from "@/lib/consultation-subject-resolver";
+import type { DataClient } from "@/lib/db/data-client";
+import { readOnboardingReportPresence } from "@/lib/onboarding-report-presence";
 import { clampReportLimit, nextReportCursor, parseReportCursor, reportCursorFilter } from "@/lib/report-cursor";
 import { createSynastryFullReport, readSynastryPairState } from "@/lib/synastry-full-create";
 
@@ -111,6 +113,11 @@ export async function GET(request: Request) {
       return NextResponse.json({ error: "请先登录" }, { status: 401 });
     }
     const url = new URL(request.url);
+    // Checklist only needs "is there one ready report / synastry", not a page of bodies.
+    if (url.searchParams.get("presence") === "1") {
+      const presence = await readOnboardingReportPresence(supabase as DataClient, user.id);
+      return NextResponse.json(presence);
+    }
     if (url.searchParams.get("reportType") === "synastry_full" && url.searchParams.get("pair") === "1") {
       const state = await readSynastryPairState({
         userId: user.id,

frontend/src/components/personal-report/personal-report-center.tsx

@@ -5,6 +5,7 @@ import { FileText, RefreshCw } from "lucide-react";
 import { InlineSpinner } from "@/components/inline-spinner";
 import { useCallback, useEffect, useRef, useState } from "react";
 import { notifyError } from "@/lib/notify";
+import { notifyOnboardingFactsChanged } from "@/lib/onboarding-signals";
 
 import { SecondaryPageShell } from "@/components/secondary-page-shell";
 import { readCurrentSubjectScope, useCurrentSubjectScope, useCurrentSubjectReady } from "@/lib/current-subject";
@@ -103,14 +104,17 @@ export function PersonalReportCenter() {
   const [loadingMore, setLoadingMore] = useState(false);
   const deletedIds = useRef(new Set<string>());
   const cancelled = useRef(false);
+  const listedReports = useRef<readonly ReportListItem[]>(state.reports);
   if (seenSubject !== subjectId) {
     setSeenSubject(subjectId);
+    listedReports.current = [];
     setState({ phase: "loading", ...EMPTY_LIST });
   }
 
   const applySnapshot = useCallback((snapshot: ReportsPageSnapshot) => {
     const kept = (reports: readonly ReportListItem[]) => reports.filter(report => !deletedIds.current.has(report.id));
     if (snapshot.kind === "unauthorized") {
+      listedReports.current = [];
       setState({ phase: "unauthorized", ...EMPTY_LIST });
       return;
     }
@@ -118,7 +122,13 @@ export function PersonalReportCenter() {
       setState(current => ({ ...current, phase: "error", reports: current.reports.length > 0 ? current.reports : kept(snapshot.reports) }));
       return;
     }
-    setState(current => ({ phase: "ready", ...applyFirstReportPage(current, { reports: kept(snapshot.reports), nextCursor: snapshot.nextCursor }) }));
+    const nextReports = kept(snapshot.reports);
+    const generating = new Set(listedReports.current.filter((report) => report.status === "generating").map((report) => report.id));
+    const finished = nextReports.filter((report) => report.status === "ready" && generating.has(report.id));
+    listedReports.current = nextReports;
+    if (finished.some((report) => report.reportType === "synastry_full")) notifyOnboardingFactsChanged("syn");
+    if (finished.some((report) => report.reportType !== "synastry_full")) notifyOnboardingFactsChanged("report");
+    setState(current => ({ phase: "ready", ...applyFirstReportPage(current, { reports: nextReports, nextCursor: snapshot.nextCursor }) }));
   }, []);
 
   const load = useCallback(async (showLoading = false) => {

frontend/src/components/personal-report/personal-report-page.tsx

@@ -11,6 +11,7 @@
 
 import { useCallback, useEffect, useRef, useState } from "react";
 import { isRecord } from "@/lib/guards";
+import { notifyOnboardingFactsChanged } from "@/lib/onboarding-signals";
 
 import Link from "next/link";
 
@@ -353,6 +354,8 @@ export function PersonalReportPage({
           return;
         }
         const next = classifyReportEnvelope(response.status, json);
+        if (next.phase === "synastry-ready") notifyOnboardingFactsChanged("syn");
+        else if (next.phase === "markdown-ready") notifyOnboardingFactsChanged("report");
         if (next.phase === "generating") {
           setWaitStartedAt((startedAt) => startedAt ?? Date.now());
           const signature = reportProgressSignature({

frontend/src/components/synastry/synastry-picker.tsx

@@ -11,6 +11,7 @@ import { effectiveBirthDate } from "@/lib/effective-birth-date";
 import { fetchAccount } from "@/lib/home-cloud-sync";
 import type { Profile } from "@/lib/home-types";
 import { missingOtherProfileStep, readProfile } from "@/lib/home-profile";
+import { notifyOnboardingFactsChanged } from "@/lib/onboarding-signals";
 import { peopleCityLabel, peopleDisplayName } from "@/lib/people-archive-view";
 import { PROFILE_GENDER_LABELS, parseProfileGender } from "@/lib/profile-gender";
 import { MAX_SAVED_SUBJECTS } from "@/lib/subject-birth";
@@ -176,6 +177,7 @@ export function SynastryPicker() {
       }
       setAdding(null);
       setDraft(emptySynastryDraft());
+      notifyOnboardingFactsChanged("person");
       await load({ id: payload.profile.id, slot });
     } finally {
       setBusy(false);

frontend/src/lib/home-cloud-sync.ts

@@ -16,6 +16,7 @@ import {
   type PublicLanguageModelCatalog,
 } from "@/lib/public-models";
 import { normalizeConsultationDomain } from "@/lib/consultation-domain-registry";
+import { notifyOnboardingFactsChanged } from "@/lib/onboarding-signals";
 import {
   timestamp,
   undoWindowMs,
@@ -176,6 +177,7 @@ export async function saveCloudSynastryReport(report: SynastryReportCard) {
     body: JSON.stringify({ partnerName: report.partnerName, report }),
   });
   if (!response.ok) throw new Error("cloud_synastry_report_save_failed");
+  notifyOnboardingFactsChanged("syn");
   const payload = await response.json().catch(() => null) as { report?: SynastryReportApiRecord } | null;
   return payload?.report ? normalizeSynastryReportApiRecord(payload.report) || report : report;
 }

frontend/src/lib/onboarding-journey.tsx

@@ -42,9 +42,12 @@ import {
 import { missingOtherProfileStep, readProfile, selfChartComplete } from "@/lib/home-profile";
 import type { Profile } from "@/lib/home-types";
 import { parseOnboardingState, type OnboardingHintId, type OnboardingState } from "@/lib/onboarding-state";
-import { setOnboardingDailyOpenedListener } from "@/lib/onboarding-signals";
+import {
+  setOnboardingDailyOpenedListener,
+  setOnboardingFactsListener,
+  type OnboardingFactsReason,
+} from "@/lib/onboarding-signals";
 
-const REPORT_PAGE_CAP = 3;
 const ANCHOR_NAMES = ["follow-up", "sidebar-chart", "chart-tab", "syn-ready", "ephemeris"];
 const EMPTY_HINTS: readonly OnboardingHintId[] = [];
 
@@ -65,8 +68,6 @@ type RemoteSnapshot = {
   readonly personalCount: number | null;
 };
 
-type ReportRow = { readonly status?: string; readonly reportType?: string };
-
 type LiveState = {
   readonly streaming: boolean;
   readonly streamingSessionId: string | null;
@@ -148,46 +149,6 @@ function sameAnchors(left: Readonly<Record<string, boolean>>, right: Readonly<Re
   return ANCHOR_NAMES.every((name) => Boolean(left[name]) === Boolean(right[name]));
 }
 
-function isReadyPersonal(row: ReportRow): boolean {
-  return row.status === "ready" && row.reportType !== "synastry_full";
-}
-
-async function countReports(path: string, accept: (row: ReportRow) => boolean): Promise<number | null> {
-  let count = 0;
-  let cursor: string | null = null;
-  for (let page = 0; page < REPORT_PAGE_CAP; page += 1) {
-    const url = new URL(path, window.location.origin);
-    if (cursor) url.searchParams.set("before", cursor);
-    const response = await fetch(`${url.pathname}${url.search}`, { cache: "no-store" });
-    if (!response.ok) return null;
-    const body = await response.json() as { reports?: ReportRow[]; nextCursor?: unknown };
-    count += (body.reports ?? []).filter(accept).length;
-    cursor = typeof body.nextCursor === "string" && body.nextCursor ? body.nextCursor : null;
-    if (!cursor) break;
-  }
-  return count;
-}
-
-async function countLegacySynastry(): Promise<number | null> {
-  const response = await fetch("/api/synastry-reports", { cache: "no-store" });
-  if (response.status === 404) return 0;
-  if (!response.ok) return null;
-  const body = await response.json() as { reports?: unknown };
-  return Array.isArray(body.reports) ? body.reports.length : 0;
-}
-
-async function countPersonal(others: readonly RemoteOther[]): Promise<number | null> {
-  const selfCount = await countReports("/api/reports?subject=self", isReadyPersonal);
-  if (selfCount === null) return null;
-  if (selfCount > 0) return selfCount;
-  for (const other of others) {
-    const count = await countReports(`/api/reports?subject=${encodeURIComponent(other.id)}`, isReadyPersonal);
-    if (count === null) return null;
-    if (count > 0) return count;
-  }
-  return 0;
-}
-
 async function patchOnboarding(patch: OnboardingState): Promise<boolean> {
   try {
     const response = await fetch("/api/onboarding-state", {
@@ -201,27 +162,51 @@ async function patchOnboarding(patch: OnboardingState): Promise<boolean> {
   }
 }
 
-async function loadRemote(userId: string): Promise<RemoteSnapshot> {
-  const [stateRes, profilesRes, accessRes] = await Promise.all([
-    fetch("/api/onboarding-state", { cache: "no-store" }),
-    fetch("/api/chart-profiles", { cache: "no-store" }),
-    fetch("/api/product-access", { cache: "no-store" }),
-  ]);
-  if (stateRes.status === 401 || profilesRes.status === 401 || !stateRes.ok) {
+function skippedRemote(userId: string, state: OnboardingState): RemoteSnapshot {
+  return {
+    status: "ready",
+    userId,
+    state,
+    others: [],
+    profilesKnown: true,
+    accessKnown: true,
+    compatibility: false,
+    reportCenter: false,
+    synastryCreditCost: null,
+    reportCreditCost: null,
+    synCount: 0,
+    personalCount: 0,
+  };
+}
+
+function readOthers(body: { profiles?: Array<{ id?: unknown; profile?: unknown; created_at?: unknown }> }): RemoteOther[] {
+  return (body.profiles ?? []).flatMap((row) => (
+    typeof row.id === "string" && row.id
+      ? [{ id: row.id, profile: row.profile, createdAt: createdAtMs(row.created_at) }]
+      : []
+  ));
+}
+
+/** Closed checklists do not need people, prices, or reports. Open ones ask once. */
+export async function loadOnboardingRemote(userId: string): Promise<RemoteSnapshot> {
+  const stateRes = await fetch("/api/onboarding-state", { cache: "no-store" });
+  if (stateRes.status === 401 || !stateRes.ok) {
     return { ...INITIAL_REMOTE, status: "hidden", userId };
   }
   const stateBody = await stateRes.json() as { state?: unknown };
   const state = parseOnboardingState(stateBody.state);
+  if (state.checklistDismissedAt) return skippedRemote(userId, state);
+
+  const [profilesRes, accessRes] = await Promise.all([
+    fetch("/api/chart-profiles", { cache: "no-store" }),
+    fetch("/api/product-access", { cache: "no-store" }),
+  ]);
+  if (profilesRes.status === 401) return { ...INITIAL_REMOTE, status: "hidden", userId };
   let others: RemoteOther[] = [];
   let profilesKnown = false;
   if (profilesRes.ok) {
     profilesKnown = true;
-    const body = await profilesRes.json() as { profiles?: Array<{ id?: unknown; profile?: unknown; created_at?: unknown }> };
-    others = (body.profiles ?? []).flatMap((row) => (
-      typeof row.id === "string" && row.id
-        ? [{ id: row.id, profile: row.profile, createdAt: createdAtMs(row.created_at) }]
-        : []
-    ));
+    others = readOthers(await profilesRes.json() as { profiles?: Array<{ id?: unknown; profile?: unknown; created_at?: unknown }> });
   }
   let accessKnown = false;
   let compatibility = false;
@@ -238,17 +223,20 @@ async function loadRemote(userId: string): Promise<RemoteSnapshot> {
       reportCreditCost = typeof body.reportCreditCost === "number" ? body.reportCreditCost : null;
     }
   }
-  // Session titles only cover the current person and the loaded page. Report
-  // lists stop after three pages. A failed price or flag read hides that row
-  // and refuses to treat the account as already finished.
-  const synCount = accessKnown && compatibility
-    ? await (async () => {
-      const modern = await countReports("/api/reports?reportType=synastry_full", (row) => row.status === "ready");
-      const legacy = await countLegacySynastry();
-      return modern == null || legacy == null ? null : modern + legacy;
-    })()
-    : null;
-  const personalCount = accessKnown && reportCenter ? await countPersonal(others) : null;
+  // A failed price or flag read hides that row and refuses to treat the
+  // account as already finished. One presence read answers both rows.
+  // Arrival-complete accounts have no stored "full" flag, so this one read
+  // is how the shell learns to hide the checklist. It does not page.
+  let synCount: number | null = null;
+  let personalCount: number | null = null;
+  if (accessKnown && (compatibility || reportCenter)) {
+    const response = await fetch("/api/reports?presence=1", { cache: "no-store" });
+    const body = response.ok ? await response.json() as { personalReady?: unknown; synastryReady?: unknown } : null;
+    const personalReady = typeof body?.personalReady === "boolean" ? body.personalReady : null;
+    const synastryReady = typeof body?.synastryReady === "boolean" ? body.synastryReady : null;
+    if (compatibility) synCount = synastryReady === null ? null : synastryReady ? 1 : 0;
+    if (reportCenter) personalCount = personalReady === null ? null : personalReady ? 1 : 0;
+  }
   return {
     status: "ready",
     userId,
@@ -327,6 +315,9 @@ export function OnboardingJourneyProvider({ children }: { readonly children: Rea
   const userId = list.account?.user.id ?? "";
   const remoteRef = useRef(remote);
   const overlayRef = useRef(overlay);
+  const userIdRef = useRef(userId);
+  const requestSerial = useRef(0);
+  const arrivedRef = useRef(false);
   const homeRef = useRef<HomeActions | null>(null);
   const wasStreaming = useRef(false);
   const hadAnswerBefore = useRef(false);
@@ -338,7 +329,21 @@ export function OnboardingJourneyProvider({ children }: { readonly children: Rea
   useEffect(() => {
     remoteRef.current = remote;
     overlayRef.current = overlay;
-  }, [remote, overlay]);
+    userIdRef.current = userId;
+    arrivedRef.current = arrivedComplete;
+  }, [remote, overlay, userId, arrivedComplete]);
+
+  const publishRemote = useCallback((id: string) => {
+    const serial = requestSerial.current + 1;
+    requestSerial.current = serial;
+    void loadOnboardingRemote(id).then((snapshot) => {
+      if (requestSerial.current !== serial) return;
+      setRemote(snapshot);
+    }).catch(() => {
+      if (requestSerial.current !== serial) return;
+      setRemote({ ...INITIAL_REMOTE, status: "hidden", userId: id });
+    });
+  }, []);
 
   const setLive = useCallback((patch: Partial<LiveState>) => {
     setLiveState((current) => {
@@ -398,19 +403,28 @@ export function OnboardingJourneyProvider({ children }: { readonly children: Rea
 
   useEffect(() => {
     if (list.signedOut || !userId) {
+      requestSerial.current += 1;
       queueMicrotask(() => setRemote({ ...INITIAL_REMOTE, status: "hidden" }));
       return;
     }
-    let cancelled = false;
-    void loadRemote(userId).then((snapshot) => {
-      if (!cancelled) setRemote(snapshot);
-    }).catch(() => {
-      if (!cancelled) setRemote({ ...INITIAL_REMOTE, status: "hidden", userId });
-    });
+    publishRemote(userId);
     return () => {
-      cancelled = true;
+      requestSerial.current += 1;
     };
-  }, [list.signedOut, userId]);
+  }, [list.signedOut, publishRemote, userId]);
+
+  useEffect(() => {
+    const onFacts = (reason: OnboardingFactsReason) => {
+      const id = userIdRef.current;
+      if (!id) return;
+      if (overlayRef.current.checklistDismissedAt || remoteRef.current.state.checklistDismissedAt) return;
+      if (arrivedRef.current) return;
+      if (reason === "person") setLive({ selfProfile: null });
+      publishRemote(id);
+    };
+    setOnboardingFactsListener(onFacts);
+    return () => setOnboardingFactsListener(null);
+  }, [publishRemote, setLive]);
 
   const selfProfile = live.selfProfile ?? readProfile(list.account?.profile);
   const people = useMemo(() => toPeople(selfProfile, remote.others), [selfProfile, remote.others]);
@@ -549,12 +563,6 @@ export function OnboardingJourneyProvider({ children }: { readonly children: Rea
     streaming: live.streaming,
     facts: hintFacts,
   });
-  const motionEnabled = onboardingMotionEnabled({
-    checklistDismissed: Boolean(merged.checklistDismissedAt),
-    checklistOpen: showChecklist,
-    unfinishedItem: items.some((item) => !item.done),
-    beforeFirstQuestion: !hasAnswer && remote.status === "ready" && userId !== "",
-  });
   const showChecklist = remote.status === "ready"
     && shouldShowChecklist({
       profileComplete,
@@ -562,6 +570,12 @@ export function OnboardingJourneyProvider({ children }: { readonly children: Rea
       arrivedComplete,
     })
     && (!canDecide || arrivalSettled);
+  const motionEnabled = onboardingMotionEnabled({
+    checklistDismissed: Boolean(merged.checklistDismissedAt),
+    checklistOpen: showChecklist,
+    unfinishedItem: items.some((item) => !item.done),
+    beforeFirstQuestion: !hasAnswer && remote.status === "ready" && userId !== "",
+  });
 
   useEffect(() => {
     if (!showChecklist) return;

frontend/src/lib/onboarding-report-presence.ts

@@ -0,0 +1,43 @@
+import type { DataClient, DataQueryResult } from "@/lib/db/data-client";
+
+export type OnboardingReportPresence = Readonly<{
+  personalReady: boolean;
+  synastryReady: boolean;
+}>;
+
+async function hasRow(query: PromiseLike<DataQueryResult>): Promise<boolean> {
+  const { data, error } = await query;
+  if (error) throw error;
+  return Array.isArray(data) && data.length > 0;
+}
+
+/**
+ * One read for the onboarding checklist: whether this account has at least
+ * one ready personal report, and at least one ready synastry (new table or
+ * the legacy history). Stops at one id row. Never pages report bodies.
+ */
+export async function readOnboardingReportPresence(client: DataClient, userId: string): Promise<OnboardingReportPresence> {
+  const personal = client.from("personal_reports")
+    .select("id")
+    .eq("user_id", userId)
+    .eq("status", "ready")
+    .neq("report_type", "synastry_full")
+    .limit(1);
+  const modern = client.from("personal_reports")
+    .select("id")
+    .eq("user_id", userId)
+    .eq("status", "ready")
+    .eq("report_type", "synastry_full")
+    .limit(1);
+  const legacy = client.from("synastry_reports")
+    .select("id")
+    .eq("user_id", userId)
+    .is("rules_version", null)
+    .limit(1);
+  const [personalReady, modernReady, legacyReady] = await Promise.all([
+    hasRow(personal),
+    hasRow(modern),
+    hasRow(legacy),
+  ]);
+  return { personalReady, synastryReady: modernReady || legacyReady };
+}

frontend/src/lib/onboarding-signals.ts

@@ -11,3 +11,19 @@ export function setOnboardingDailyOpenedListener(listener: DailyOpenedListener |
 export function notifyOnboardingDailyOpened(): void {
   dailyOpenedListener?.();
 }
+
+/** Which checklist rows to refresh after a successful write. */
+export type OnboardingFactsReason = "person" | "syn" | "report";
+
+type FactsListener = (reason: OnboardingFactsReason) => void;
+
+let factsListener: FactsListener | null = null;
+
+export function setOnboardingFactsListener(listener: FactsListener | null): void {
+  factsListener = listener;
+}
+
+/** Person saved, synastry stored, or a report became ready. The shell refetches those three rows. */
+export function notifyOnboardingFactsChanged(reason: OnboardingFactsReason): void {
+  factsListener?.(reason);
+}

frontend/src/lib/other-profile-save.ts

@@ -1,4 +1,5 @@
 import type { Profile } from "./home-types.ts";
+import { notifyOnboardingFactsChanged } from "./onboarding-signals.ts";
 import { invalidateChartPage, invalidateEphemerisPage } from "./secondary-page-data.ts";
 
 const IMMUTABLE_BIRTH_TIME = "填报的出生时间不能再改";
@@ -49,6 +50,7 @@ export async function saveOtherProfile(
   if (!response.ok) throw new Error(failedSaveMessage(response.status, payload));
   (options.invalidateChart ?? invalidateChartPage)();
   (options.invalidateEphemeris ?? invalidateEphemerisPage)();
+  notifyOnboardingFactsChanged("person");
   const returned = payload?.profile?.id;
   return { id: typeof returned === "string" && returned !== "" ? returned : (id || null) };
 }

frontend/src/lib/self-profile-save.ts

@@ -3,6 +3,7 @@ import { applyPersistedBirthTime, birthTimePersistenceValues } from "./birth-tim
 import { readChartBirthFingerprint } from "./chart-birth-truth.ts";
 import { selectedBirthPlace } from "./home-profile.ts";
 import type { Profile } from "./home-types.ts";
+import { notifyOnboardingFactsChanged } from "./onboarding-signals.ts";
 import type { ProfileGender } from "./profile-gender.ts";
 
 /**
@@ -64,6 +65,7 @@ export async function saveSelfProfile(nextProfile: Profile, fetchImpl: Fetch = f
     throw new Error(payload?.error || "账户资料暂时无法保存。");
   }
   const savedProfile = applyPersistedBirthTime(nextProfile, payload?.birthTime);
+  notifyOnboardingFactsChanged("person");
   return { profile: savedProfile, fingerprint: readChartBirthFingerprint(payload) };
 }
 

frontend/tests/onboarding-facts-refresh.test.tsx

@@ -0,0 +1,230 @@
+import assert from "node:assert/strict";
+import test, { describe } from "node:test";
+
+import { SidebarProvider } from "../src/components/ui/sidebar.tsx";
+import type { DataClient } from "../src/lib/db/data-client.ts";
+import { emptyProfile, type Account, type Profile } from "../src/lib/home-types.ts";
+import { readOnboardingReportPresence } from "../src/lib/onboarding-report-presence.ts";
+import { loadOnboardingRemote, OnboardingJourneyProvider, useOnboardingJourney } from "../src/lib/onboarding-journey.tsx";
+import { notifyOnboardingFactsChanged } from "../src/lib/onboarding-signals.ts";
+import { invalidateAccountFlight, resetSubjectCatalogForTests } from "../src/lib/current-subject.ts";
+import { SessionListProvider } from "../src/lib/session-list-context.tsx";
+import { createClientLifecycleHarness } from "./react-client-lifecycle-test-support.ts";
+
+const ACCOUNT_ID = "11111111-1111-4111-8111-111111111448";
+const OTHER_ID = "22222222-2222-4222-8222-222222222448";
+const DISMISSED_AT = "2026-10-01T00:00:00.000Z";
+
+function completeProfile(name: string): Profile {
+  // `readProfile` keeps the snake_case birth fields the account route stores.
+  return {
+    ...emptyProfile,
+    name,
+    date: "1990-01-02",
+    birthTimeSource: "unknown",
+    birth_time_source: "unknown",
+    birthPlaceLabel: "测试地点",
+    birth_place_label: "测试地点",
+    latitude: 31.2,
+    longitude: 121.5,
+    timezoneId: "Asia/Shanghai",
+    timezone_id: "Asia/Shanghai",
+  } as Profile;
+}
+
+const account: Account = {
+  user: { id: ACCOUNT_ID, email: null },
+  profile: completeProfile("Synthetic"),
+  avatar: null,
+  credits: 1,
+  isAdmin: false,
+  adminUrl: null,
+  rectificationPriceCredits: 0,
+  activeSubscription: null,
+  hasConfirmedBirthTime: false,
+  hasUsableBirthTime: false,
+};
+
+function requestUrl(input: RequestInfo | URL): string {
+  if (typeof input === "string") return input;
+  if (input instanceof URL) return input.toString();
+  return input.url;
+}
+
+function jsonResponse(body: unknown, status = 200): Response {
+  return new Response(JSON.stringify(body), {
+    status,
+    headers: { "content-type": "application/json" },
+  });
+}
+
+test("presence stops at one id row for a personal report and for synastry", async () => {
+  const calls: string[] = [];
+  const client = {
+    from(table: string) {
+      return {
+        select(columns: string) {
+          const steps = [`${table} select ${columns}`];
+          const chain = {
+            eq(column: string, value: unknown) {
+              steps.push(`eq ${column}=${String(value)}`);
+              return chain;
+            },
+            neq(column: string, value: unknown) {
+              steps.push(`neq ${column}=${String(value)}`);
+              return chain;
+            },
+            is(column: string, value: unknown) {
+              steps.push(`is ${column}=${String(value)}`);
+              return chain;
+            },
+            limit(count: number) {
+              calls.push(`${steps.join(" ")} limit ${count}`);
+              const personal = steps.some((step) => step.startsWith("neq "));
+              const legacy = table === "synastry_reports";
+              return Promise.resolve({ data: personal || legacy ? [{ id: "row" }] : [], error: null });
+            },
+          };
+          return chain;
+        },
+      };
+    },
+  };
+  const presence = await readOnboardingReportPresence(client as unknown as DataClient, ACCOUNT_ID);
+  assert.equal(calls.length, 3);
+  assert.equal(calls.every((call) => call.includes("select id") && call.endsWith("limit 1")), true);
+  assert.equal(calls.some((call) => call.includes("report,")), false);
+  assert.deepEqual(presence, { personalReady: true, synastryReady: true });
+});
+
+test("a closed checklist does not ask for people, prices, or reports", async () => {
+  const urls: string[] = [];
+  const original = globalThis.fetch;
+  globalThis.fetch = (async (input: RequestInfo | URL) => {
+    const url = requestUrl(input);
+    urls.push(url);
+    assert.match(url, /\/api\/onboarding-state$/);
+    return jsonResponse({ state: { checklistDismissedAt: DISMISSED_AT } });
+  }) as typeof fetch;
+  try {
+    const snapshot = await loadOnboardingRemote(ACCOUNT_ID);
+    assert.equal(snapshot.status, "ready");
+    assert.equal(snapshot.state.checklistDismissedAt, DISMISSED_AT);
+    assert.deepEqual(urls, ["/api/onboarding-state"]);
+  } finally {
+    globalThis.fetch = original;
+  }
+});
+
+test("an open checklist asks once whether any report or synastry exists", async () => {
+  const urls: string[] = [];
+  const original = globalThis.fetch;
+  globalThis.fetch = (async (input: RequestInfo | URL) => {
+    const url = requestUrl(input);
+    urls.push(url);
+    if (url.endsWith("/api/onboarding-state")) return jsonResponse({ state: {} });
+    if (url.endsWith("/api/chart-profiles")) return jsonResponse({ profiles: [] });
+    if (url.endsWith("/api/product-access")) {
+      return jsonResponse({ compatibility: true, reportCenter: true, synastryCreditCost: 19, reportCreditCost: 29 });
+    }
+    if (url === "/api/reports?presence=1") return jsonResponse({ personalReady: true, synastryReady: false });
+    return jsonResponse({ error: "unexpected" }, 500);
+  }) as typeof fetch;
+  try {
+    const snapshot = await loadOnboardingRemote(ACCOUNT_ID);
+    assert.equal(snapshot.personalCount, 1);
+    assert.equal(snapshot.synCount, 0);
+    assert.deepEqual(urls.filter((url) => url.includes("/api/reports")), ["/api/reports?presence=1"]);
+    assert.equal(urls.some((url) => url.includes("/api/synastry-reports")), false);
+    assert.equal(urls.some((url) => url.includes("subject=")), false);
+    assert.equal(urls.some((url) => url.includes("before=")), false);
+  } finally {
+    globalThis.fetch = original;
+  }
+});
+
+function PersonProbe() {
+  const person = useOnboardingJourney().items.find((item) => item.id === "person");
+  return <span data-person={person ? String(person.done) : "missing"} />;
+}
+
+describe("checklist refresh inside the shell", { concurrency: 1 }, () => {
+  test("adding a person checks that row without a page reload", async () => {
+    resetSubjectCatalogForTests();
+    invalidateAccountFlight();
+    const urls: string[] = [];
+    let profiles: Array<{ id: string; profile: Profile; created_at: string }> = [];
+    const originalFetch = globalThis.fetch;
+    const originalStorage = Object.getOwnPropertyDescriptor(globalThis, "localStorage");
+    const storage = new Map<string, string>();
+    Object.defineProperty(globalThis, "localStorage", {
+      configurable: true,
+      value: {
+        getItem: (key: string) => storage.get(key) ?? null,
+        setItem: (key: string, value: string) => { storage.set(key, String(value)); },
+        removeItem: (key: string) => { storage.delete(key); },
+        clear: () => storage.clear(),
+        key: (index: number) => Array.from(storage.keys())[index] ?? null,
+        get length() { return storage.size; },
+      } satisfies Storage,
+    });
+    globalThis.fetch = (async (input: RequestInfo | URL) => {
+      const url = requestUrl(input);
+      urls.push(url);
+      const path = url.split("?")[0] ?? url;
+      if (path.endsWith("/api/account")) return jsonResponse(account);
+      if (path.endsWith("/api/chart-profiles")) return jsonResponse({ profiles });
+      if (path.endsWith("/api/sessions")) return jsonResponse({ sessions: [], nextCursor: null });
+      if (path.endsWith("/api/models")) return jsonResponse({ defaultModelId: "test", models: [] });
+      if (path.endsWith("/api/onboarding-state")) return jsonResponse({ state: {} });
+      if (path.endsWith("/api/product-access")) {
+        return jsonResponse({ compatibility: true, reportCenter: true, synastryCreditCost: 19, reportCreditCost: 29 });
+      }
+      if (url.includes("/api/reports?presence=1")) return jsonResponse({ personalReady: false, synastryReady: false });
+      return jsonResponse({});
+    }) as typeof fetch;
+
+    const harness = createClientLifecycleHarness();
+    Object.assign(harness.document.defaultView ?? {}, {
+      location: { pathname: "/", origin: "https://example.test", href: "https://example.test/" },
+      dispatchEvent: () => true,
+    });
+    const readPerson = () => harness.elements().find((node) => node.hasAttribute("data-person"))?.getAttribute("data-person") ?? null;
+    try {
+      await harness.render(
+        <SessionListProvider>
+          <SidebarProvider>
+            <OnboardingJourneyProvider>
+              <PersonProbe />
+            </OnboardingJourneyProvider>
+          </SidebarProvider>
+        </SessionListProvider>,
+      );
+      let seen = readPerson();
+      for (let i = 0; seen !== "false" && i < 40; i += 1) {
+        await harness.idle();
+        seen = readPerson();
+      }
+      assert.equal(seen, "false", harness.errors.map(String).join("\n"));
+      assert.equal(urls.filter((url) => url.includes("/api/reports")).length, 1);
+      assert.match(urls.find((url) => url.includes("/api/reports")) ?? "", /presence=1/);
+
+      profiles = [{ id: OTHER_ID, profile: completeProfile("小周"), created_at: "2026-10-02T00:00:00.000Z" }];
+      await harness.update(() => notifyOnboardingFactsChanged("person"));
+      for (let i = 0; seen !== "true" && i < 40; i += 1) {
+        await harness.idle();
+        seen = readPerson();
+      }
+      assert.equal(seen, "true", harness.errors.map(String).join("\n"));
+      assert.equal(urls.filter((url) => url.includes("/api/reports?presence=1")).length, 2);
+      assert.equal(urls.some((url) => url.includes("/api/reports") && url.includes("subject=")), false);
+    } finally {
+      await harness.close();
+      globalThis.fetch = originalFetch;
+      invalidateAccountFlight();
+      resetSubjectCatalogForTests();
+      if (originalStorage) Object.defineProperty(globalThis, "localStorage", originalStorage);
+      else Reflect.deleteProperty(globalThis, "localStorage");
+    }
+  });
+});