feat(plan-detail ui): 参考话术 + 关键事实 + 治疗历史 + 病历 + 登录人名

参考话术:
- 去默认 demo 话术,未生成显示空态;原文模式默认全展开;诊断·目标治疗标签
- 4 段 id/标题对齐(opening/informMissed/reviewAdvice/closing),去时长显示

侧栏:
- 患者画像移到「为什么召回」下;关键事实默认展开,改 4 行(主治医生/专属客服/累计消费/保险客户-显示保险名)
- 为什么召回:只显示一条 + "+N" hover card 看其余(对齐列表页)
- 新增「治疗历史」卡(治疗计划置顶 + actual 倒序,标在右,4 行高滚动)+「历史联系」占位;隐藏召回建议

头部 + 病历:
- 去"普通患者"占位;病历号显示在名字后(括号)
- 头部登录用户显示人名(dictionary)+ 中文角色(userDisplayName/roleNameZh)
- 模拟登录按钮显示岗位·人名
- 病历快读 SOAP:P 段加「本次治疗」(actual 治疗,同次接诊)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

apps/pac-web/src/components/mock-login-dialog.tsx

@@ -39,6 +39,12 @@ const ROLES: { key: UserRole; nameZh: string; desc: string }[] = [
   { key: 'admin', nameZh: '管理员', desc: '全部权限 · 含后台管理' },
 ];
 
+// 模拟身份的演示人名(需与后端 auth.service.MOCK_NAMES 保持一致)— 话术自报家门会用到
+const MOCK_NAMES: Record<TenantSlug, Record<UserRole, string>> = {
+  ruier: { staff: '小王', leader: '李莉', admin: '张敏' },
+  ruitai: { staff: '小陈', leader: '周琳', admin: '刘洋' },
+};
+
 export function MockLoginDialog({ open }: { open: boolean }) {
   const setTokens = useAuthStore((s) => s.setTokens);
   const [busy, setBusy] = useState<string | null>(null); // 'ruier:staff' 等
@@ -122,7 +128,7 @@ export function MockLoginDialog({ open }: { open: boolean }) {
                       )}
                     >
                       <div className="text-[12.5px] font-semibold text-slate-800">
-                        {loading ? '登录中…' : r.nameZh}
+                        {loading ? '登录中…' : `${r.nameZh} · ${MOCK_NAMES[t.slug][r.key]}`}
                       </div>
                       <div className="text-[10.5px] leading-tight text-slate-500">{r.desc}</div>
                     </button>

apps/pac-web/src/components/plan-detail/adapt-data.ts

@@ -8,6 +8,19 @@ import { ExecutionChannel, UserRole, personaFeatureMeta, planScenarioLabel } fro
 import { fmtRel as sharedFmtRel } from '@pac/utils/format';
 import type { Chain, PersonaFeature, PlanReason } from './mock-data';
 import { mockScript, mockSummaries } from './mock-data';
+
+/// 未生成话术时的空态(不再用 mockScript demo 兜底):4 段空 markdown,前端显示"尚未生成"。
+const EMPTY_SCRIPT = {
+  status: 'empty',
+  source: null,
+  generatedAt: null,
+  sections: [
+    { id: 'opening', label: '开场白', durationHint: '', markdown: '' },
+    { id: 'informMissed', label: '告知应治未治', durationHint: '', markdown: '' },
+    { id: 'reviewAdvice', label: '复查建议', durationHint: '', markdown: '' },
+    { id: 'closing', label: '结束回访语', durationHint: '', markdown: '' },
+  ],
+} as unknown as typeof mockScript;
 import type { PlanDetailData } from './plan-detail-types';
 import type { TokenDictionary } from '@pac/types';
 
@@ -25,6 +38,8 @@ export function adaptData(real: PlanDetailData, dict?: TokenDictionary) {
   const patient = {
     id: real.patient.id,
     externalId: real.patient.externalId,
+    medicalRecordNumber: real.patient.medicalRecordNumber ?? null,
+    dedicatedCs: real.patient.dedicatedCs ?? null,
     name: real.patient.name ?? '(未知)',
     nameMasked: real.patient.nameMasked ?? '*',
     gender: real.patient.gender ?? '—',
@@ -32,7 +47,7 @@ export function adaptData(real: PlanDetailData, dict?: TokenDictionary) {
     birthDate: real.patient.birthDate ?? '',
     phone: real.patient.phone ?? '',
     phoneMasked: real.patient.phoneMasked ?? '',
-    tags: real.patient.tags.length > 0 ? real.patient.tags : ['普通患者'],
+    tags: real.patient.tags, // 无运营标签时为空 — 不再硬塞"普通患者"占位
     preferences: {
       contactWindow: '19:00–21:30', // 还没数据源
       preferredChannel: ExecutionChannel.PHONE,
@@ -96,6 +111,7 @@ export function adaptData(real: PlanDetailData, dict?: TokenDictionary) {
         value: f.description,
         tone: meta.tone,
         evidence: [],
+        data: f.data ?? null,
       } as PersonaFeature;
     }),
   };
@@ -180,7 +196,7 @@ export function adaptData(real: PlanDetailData, dict?: TokenDictionary) {
           generatedAt: new Date(real.script.generatedAt),
           sections: real.script.sections,
         } as typeof mockScript)
-      : mockScript,
+      : EMPTY_SCRIPT,
     // 召回历史(患者级)— 后端 plan-aggregate 透出;无则空数组
     recallHistory: real.recallHistory ?? [],
     // outcomeOptions 已迁移到 @pac/types EXECUTION_OUTCOME_META,outcome-form 直接 import

apps/pac-web/src/components/plan-detail/emr-soap-view.tsx

@@ -159,6 +159,8 @@ function EmrSection({
     String((f.content as Record<string, unknown> | null)?.source_encounter_external_id ?? '') === emrId;
   const diagnoses = facts.filter((f) => f.type === 'diagnosis_record' && sameEncounter(f));
   const plannedTx = facts.filter((f) => f.type === 'treatment_record' && f.kind === 'planned' && sameEncounter(f));
+  // 本次实际做的治疗(actual,同次接诊)— 病历里体现"这次到底做了什么"
+  const actualTx = facts.filter((f) => f.type === 'treatment_record' && f.kind === 'actual' && sameEncounter(f));
   const images = facts.filter((f) => f.type === 'image_record' && sameEncounter(f));
 
   // S 主观 — 自由文本
@@ -269,7 +271,7 @@ function EmrSection({
         )}
 
         {/* P */}
-        {(disposals.length > 0 || plannedTx.length > 0 || doctorAdvice) && (
+        {(disposals.length > 0 || actualTx.length > 0 || plannedTx.length > 0 || doctorAdvice) && (
           <SoapBlock letter="P" tone="emerald" title="计划(Plan)">
             {disposals.length > 0 && (
               <div className="mb-2">
@@ -288,6 +290,29 @@ function EmrSection({
                 </ul>
               </div>
             )}
+            {actualTx.length > 0 && (
+              <div className="mb-2">
+                <div className="text-[11px] text-slate-500 mb-1">本次治疗:</div>
+                <ul className="space-y-1">
+                  {actualTx.map((tx) => {
+                    const tc = tx.content as Record<string, unknown>;
+                    const subtype = String(tc.subtype ?? '');
+                    const cat = String(tc.category ?? '');
+                    const badgeText = cat ? treatmentCategoryNameZh(cat) : '治疗';
+                    const tooth = String(tc.tooth_position ?? '');
+                    return (
+                      <li key={tx.id} className="text-[12px] text-slate-700 leading-relaxed">
+                        <span className="px-1.5 py-px mr-1.5 bg-teal-50 text-teal-700 rounded text-[10.5px] font-medium">
+                          {badgeText}
+                        </span>
+                        <span className="font-medium">{subtype}</span>
+                        {tooth && <span className="ml-1.5 text-[11px] text-slate-500">· 牙位 {formatToothPosition(tooth)}</span>}
+                      </li>
+                    );
+                  })}
+                </ul>
+              </div>
+            )}
             {plannedTx.length > 0 && (
               <div className="mb-2">
                 <div className="text-[11px] text-slate-500 mb-1">治疗计划:</div>

apps/pac-web/src/components/plan-detail/mock-data.ts

@@ -31,6 +31,8 @@ export const fmtDate = sharedFmtDate;
 export const mockPatient = {
   id: 'ptn_8f3c1a2b',
   externalId: '5i5ya_PA00284917',
+  medicalRecordNumber: 'SH0Q011691' as string | null,
+  dedicatedCs: { id: '5499', name: '姜莹' } as { id: string; name: string } | null,
   name: '张志远',
   nameMasked: '张志*',
   gender: '男',
@@ -179,6 +181,8 @@ export type PersonaFeature = {
   value: string;
   tone: string;
   evidence: string[];
+  /// 结构化 payload(如 entitlement_status 的 {commercialInsured, commercialInsurers, medicalInsured...});多数特征为 null
+  data?: unknown;
 };
 
 export const mockPersona = {

apps/pac-web/src/components/plan-detail/plan-detail-types.ts

@@ -11,6 +11,8 @@ export type PlanDetailData = {
   patient: {
     id: string;
     externalId: string;
+    medicalRecordNumber: string | null;
+    dedicatedCs: { id: string; name: string } | null;
     name: string | null;
     nameMasked: string | null;
     gender: string | null;
@@ -108,6 +110,7 @@ export type PlanDetailData = {
       key: string;
       description: string;
       score: number | null;
+      data: unknown;
     }>;
   } | null;
   chains: Array<{

apps/pac-web/src/components/plan-detail/script-viewer.tsx

@@ -12,8 +12,9 @@ export type ScriptViewMode = 'copilot' | 'cards' | 'markdown';
 // 原文 — Markdown 全文(折叠分段)
 // ──────────────────────────────────────────
 export function ScriptMarkdown({ sections, streaming = false }: { sections: ScriptSection[]; streaming?: boolean }) {
+  // 原文模式默认全部展开(客服要一眼看全)
   const [open, setOpen] = useState<Record<string, boolean>>(() =>
-    Object.fromEntries(sections.map((s, i) => [s.id, i === 0 || i === 1])),
+    Object.fromEntries(sections.map((s) => [s.id, true])),
   );
   return (
     <div className="space-y-2">

apps/pac-web/src/components/plans/plans-list-app.tsx

@@ -30,7 +30,7 @@ import {
 import { useAuthStore } from '@/stores/auth-store';
 import { useHasPermission } from '@/hooks/use-permission';
 import { ApiError } from '@/lib/api-client';
-import { cn, formatGender } from '@/lib/utils';
+import { cn, formatGender, userDisplayName, roleNameZh } from '@/lib/utils';
 import { plansApi } from './plans-api';
 import { usePlansList } from './use-plans-list';
 import { usePlanCounts } from './use-plan-counts';
@@ -360,11 +360,11 @@ function PageHeader({
           <RefreshCw className="h-3.5 w-3.5" /> 刷新
         </Button>
         <div className="hidden text-right text-[11.5px] leading-tight text-slate-500 md:block">
-          <div className="font-medium text-slate-700">{user?.sub ?? '—'}</div>
-          <div className="nums">{user?.clinicIds?.length ?? 0} 个诊所 · {user?.role ?? '—'}</div>
+          <div className="font-medium text-slate-700">{userDisplayName(user)}</div>
+          <div className="nums">{user?.clinicIds?.length ?? 0} 个诊所 · {roleNameZh(user?.role)}</div>
         </div>
         <span className="inline-flex h-8 w-8 items-center justify-center rounded-full bg-gradient-to-br from-teal-400 to-teal-600 text-[12px] font-bold text-white">
-          {(user?.sub ?? '?').charAt(0).toUpperCase()}
+          {userDisplayName(user).charAt(0).toUpperCase()}
         </span>
       </div>
     </header>

apps/pac-web/src/lib/utils.ts

@@ -62,3 +62,16 @@ export function formatGender(raw: string | null | undefined): string {
   if (['f', 'female', '女', '2'].includes(g)) return '女';
   return '—';
 }
+
+/// 当前登录用户的展示名:优先 dictionary.users[sub](人名,如"李莉"),否则回落 sub。
+export function userDisplayName(
+  user: { sub: string; dictionary?: { users?: Record<string, string> } } | null | undefined,
+): string {
+  if (!user) return '—';
+  return user.dictionary?.users?.[user.sub]?.trim() || user.sub;
+}
+
+/// 系统角色 → 中文(staff/leader/admin → 员工/主管/管理员)。
+export function roleNameZh(role: string | null | undefined): string {
+  return ({ staff: '员工', leader: '主管', admin: '管理员' } as Record<string, string>)[role ?? ''] ?? (role ?? '—');
+}