fix(ai): hydrate patient salutations and correct contact display

apps/ai-service/src/modules/agent/context/common-context.service.ts

+import { PacService } from '../../pac/pac.service';
+import { hydrateAddressTraits, rememberPatientTraits } from '../shared/patient-traits';
 import { scopeKeys } from '../llm/tool-scope';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { PrismaService } from '../../../prisma/prisma.service';
 import { StorageService } from '../../media/storage.service';
 import { CorpusService } from '../../corpus/corpus.service';
@@ -97,6 +99,7 @@ export class CommonContextService {
      * ⚠️ 它缓存着 PAC 的「最近就诊诊所」，命中时是纯本地（见 `ServingClinicService` 头注）。
      */
     private readonly serving: ServingClinicService,
+    private readonly pac: PacService,
   ) {}
 
   async build(
@@ -366,6 +369,12 @@ export class CommonContextService {
      * ⚠️ `speakerVids` 是按"最近在前"排的,所以按它的顺序排就对了。
      *   单聊时只有一位,排序无意义但也无害。
      */
+    await hydrateAddressTraits(links, {
+      read: (host, ids) => this.pac.getAddressPatientsForAccount(tenantId, conv.accountId, host, ids),
+      remember: (hostCode, hostPatientId, patient) => rememberPatientTraits(this.prisma,
+        { tenantId, hostCode, hostPatientId }, patient, now),
+      onError: () => Logger.warn('称呼资料补读或缓存失败，沿用已有依据', 'CommonContextService'),
+    }, now);
     const patients: PatientRef[] = bySpeakerOrder(links, speakerVids).map((l) => ({
         hostCode: l.hostCode,
         hostPatientId: l.hostPatientId,
@@ -392,7 +401,7 @@ export class CommonContextService {
          * ⭐⭐ 算法叫法（罗先生／王女士）—— **姓 + 性别 + 成年**齐了才出，缺一为 null（docs/17 §7.2）。
          * ⭐ 和前一天提醒**同一个函数**（`algoAddressFor`，2026-10-04 用户:「尽量同出」）:本人的微信，业务系统登记的姓、性别优先，
          *   没有再看企微实名 / 企微 sex；家属的微信⛔ 不算。
-         * ⚠️ 业务系统那几样用 link 上的本地缓存（读到患者资料时回写，见 `rememberPatientTraits`）⇒ ⛔ 没有多一次往返。
+         * 业务系统资料优先读绑定缓存；缺失时上方按托管号权限补读，并立即用于本轮称呼。
          */
         algoAddress: algoAddressFor({
           relation: l.relation,

apps/ai-service/src/modules/agent/shared/patient-traits.ts

@@ -4,9 +4,9 @@ import { patientTraitsOf } from './patient-address';
 /**
  * ⭐⭐ 读到患者资料时，把称呼要的三样（姓、性别、年龄段）回写到这位患者的绑定上 —— **唯一**一处写（2026-10-04）。
  *
- * 两处调用:AI 查患者要点（`get_patient_brief`）、前一天提醒读患者资料（`AppointmentConfirmService.briefsOf`）。
- *   都是**本来就读回来了**的那一份 ⇒ ⛔ 不为它多问一次业务系统。
- * ⭐ AI 聊天装配「现在的情况」只读本地，靠这几列和提醒用同一套叫法（`algoAddressFor`）。
+ * 调用方：AI 查患者要点、前一天提醒，以及对话开始时补读缺失的称呼资料。
+ *   复用已读取的患者卡，只缓存称呼所需派生属性。
+ * ⭐ AI 聊天和提醒用同一套叫法（`algoAddressFor`）。
  *
  * ⚠️ 按患者身份写（tenant + host + patient），⛔ 不按 peer_vid:一个患者的所有活动绑定都更新；
  *   家属那几条用不上（`algoAddressFor` 对家属⛔ 不算），存着也不会叫错人。
@@ -31,3 +31,35 @@ export async function rememberPatientTraits(
     data,
   });
 }
+
+/** 首次对话缺少称呼依据时补读患者卡，并在本轮直接使用；不依赖模型选工具。 */
+export async function hydrateAddressTraits<T extends {
+  hostCode: string; hostPatientId: string; relation: string | null;
+  patientSurname: string | null; patientGender: string | null; patientAgeBand: string | null;
+}>(links: T[], deps: {
+  read: (host: string, ids: string[]) => Promise<Array<{ id: string; name?: string | null; gender?: string | null; birthDate?: string | null }>>;
+  remember: (host: string, id: string, patient: { name?: string | null; gender?: string | null; birthDate?: string | null }) => Promise<void>;
+  onError: () => void;
+}, now: Date): Promise<void> {
+  const missing = links.filter(l => (!l.relation || l.relation === 'self') &&
+    (!l.patientSurname || !['male', 'female'].includes(l.patientGender ?? '') || !['adult', 'child'].includes(l.patientAgeBand ?? '')));
+  for (const host of new Set(missing.map(l => l.hostCode))) {
+    const ids = [...new Set(missing.filter(l => l.hostCode === host).map(l => l.hostPatientId))];
+    for (let i = 0; i < ids.length; i += 100) {
+      const chunk = ids.slice(i, i + 100);
+      try {
+        const patients = await deps.read(host, chunk);
+        for (const p of patients) {
+          if (!chunk.includes(p.id)) continue;
+          const t = patientTraitsOf(p, now);
+          for (const l of missing.filter(l => l.hostCode === host && l.hostPatientId === p.id)) {
+            l.patientSurname = t.surname ?? l.patientSurname;
+            l.patientGender = t.gender ?? l.patientGender;
+            l.patientAgeBand = t.ageBand ?? l.patientAgeBand;
+          }
+          try { await deps.remember(host, p.id, p); } catch { deps.onError(); }
+        }
+      } catch { deps.onError(); } // PAC 不可用仍能回应，保留已有依据或使用「您」。
+    }
+  }
+}

apps/ai-service/src/modules/pac/pac.service.ts

@@ -200,6 +200,16 @@ export class PacService {
     return items[0] ?? null;
   }
 
+  /** 对话称呼仅补读患者卡；仍按托管号权限和宿主限定。 */
+  async getAddressPatientsForAccount(tenantId: string, accountId: string, host: string, patientIds: string[]): Promise<PacPatient[]> {
+    const scope = await this.scope.pacScopeForAccount(tenantId, accountId);
+    if (scope.host !== host || patientIds.length === 0) return [];
+    const client = this.require();
+    return this.call(() => client.getPatients({
+      host: scope.host, tenantId: scope.tenantId, orgScope: scope.orgScope, patientIds,
+    }));
+  }
+
   /**
    * ⭐ **系统路径**的患者全貌 —— 给定时扫描用,**没有登录人**。
    *

apps/ai-service/tests/address-hydration.spec.ts

+import { hydrateAddressTraits } from '../src/modules/agent/shared/patient-traits';
+import { algoAddressFor } from '../src/modules/agent/shared/patient-address';
+const now = new Date('2026-10-14T04:00:00Z');
+const link = () => ({hostCode:'friday',hostPatientId:'p1',relation:'self',patientSurname:null as string|null,patientGender:null as string|null,patientAgeBand:null as string|null});
+const patient = {id:'p1',name:'王小华',gender:'F',birthDate:'1989-01-01'};
+describe('对话称呼补读', () => {
+  it('首次对话当轮获得称呼，缓存写失败不丢当前资料', async () => {
+    const l=link(); const read=jest.fn().mockResolvedValue([patient]); const onError=jest.fn();
+    await hydrateAddressTraits([l],{read,remember:async()=>{throw Error('db');},onError},now);
+    expect(read).toHaveBeenCalledWith('friday',['p1']);
+    expect(algoAddressFor({relation:l.relation,wechat:{realName:null,sex:null},patient:{surname:l.patientSurname,gender:l.patientGender as 'female',ageBand:l.patientAgeBand as 'adult'}})).toBe('王女士');
+    expect(onError).toHaveBeenCalledTimes(1);
+  });
+  it('完整缓存及家属不补读',async()=>{
+    const read=jest.fn();
+    await hydrateAddressTraits([{...link(),patientSurname:'王',patientGender:'female',patientAgeBand:'adult'},{...link(),relation:'mother'}],{read,remember:jest.fn(),onError:jest.fn()},now);
+    expect(read).not.toHaveBeenCalled();
+  });
+  it('相同编号跨宿主隔离，未请求患者不写入',async()=>{
+    const a=link(),b={...link(),hostCode:'jvs-dw'};const remember=jest.fn();
+    await hydrateAddressTraits([a,b],{read:async host=>host==='friday'?[patient,{...patient,id:'other'}]:[],remember,onError:jest.fn()},now);
+    expect(a.patientSurname).toBe('王');expect(b.patientSurname).toBeNull();expect(remember).toHaveBeenCalledTimes(1);
+  });
+  it('读取失败不阻断，儿童不会生成先生女士',async()=>{
+    const l=link();const onError=jest.fn();
+    await hydrateAddressTraits([l],{read:async()=>{throw Error('offline');},remember:jest.fn(),onError},now);
+    expect(l.patientAgeBand).toBeNull();expect(onError).toHaveBeenCalledTimes(1);
+    await hydrateAddressTraits([l],{read:async()=>[{...patient,birthDate:'2020-01-01'}],remember:jest.fn(),onError},now);
+    expect(l.patientAgeBand).toBe('child');
+  });
+});

apps/ai-service/tests/address-scope.spec.ts

+import { PacService } from '../src/modules/pac/pac.service';
+describe('称呼补读 PAC 权限',()=>{
+ it('沿用托管号范围，跨宿主不发请求',async()=>{
+  const getPatients=jest.fn().mockResolvedValue([]);
+  const pacScopeForAccount=jest.fn().mockResolvedValue({host:'friday',tenantId:'data-tenant',orgScope:['clinic-a']});
+  const service={scope:{pacScopeForAccount},require:()=>({getPatients}),call:(fn:()=>unknown)=>fn()};
+  await PacService.prototype.getAddressPatientsForAccount.call(service as never,'ai-tenant','account','jvs-dw',['p1']);
+  expect(getPatients).not.toHaveBeenCalled();
+  await PacService.prototype.getAddressPatientsForAccount.call(service as never,'ai-tenant','account','friday',['p1']);
+  expect(pacScopeForAccount).toHaveBeenLastCalledWith('ai-tenant','account');
+  expect(getPatients).toHaveBeenCalledWith({host:'friday',tenantId:'data-tenant',orgScope:['clinic-a'],patientIds:['p1']});
+ });
+});

apps/ai-service/tests/corpus.probe.spec.ts

@@ -330,7 +330,7 @@ run('语料 · 真库探针（回滚）', () => {
       await raw(tx, id['瑞尔']!, { kind: 'script', slot: 'price', body: '品牌的问价话术' });
       await raw(tx, id['北京朝阳公园']!, { kind: 'script', slot: 'price', body: '门店的问价话术' });
 
-      const ctxSvc = new CommonContextService(tx as never, { signedUrl: () => null } as never, { recent: () => [] } as never, svc, servingAt(chainBJ()));
+      const ctxSvc = new CommonContextService(tx as never, { signedUrl: () => null } as never, { recent: () => [] } as never, svc, servingAt(chainBJ()), { getAddressPatientsForAccount: async () => [] } as never);
       const ctx = await ctxSvc.build(T, conv.id);
       expect(ctx).not.toBeNull();
       expect(ctx!.houseRules).toContain('价格与优惠：⛔ 不主动给折扣');
@@ -360,7 +360,7 @@ run('语料 · 真库探针（回滚）', () => {
       await raw(tx, id['瑞尔']!, { kind: 'redline', slot: 'price', body: '不主动给折扣' });
       await raw(tx, id['北京朝阳公园']!, { body: '周末只有一位医生' });
 
-      const ctxSvc = new CommonContextService(tx as never, { signedUrl: () => null } as never, { recent: () => [] } as never, svc, servingAt(chainBJ()));
+      const ctxSvc = new CommonContextService(tx as never, { signedUrl: () => null } as never, { recent: () => [] } as never, svc, servingAt(chainBJ()), { getAddressPatientsForAccount: async () => [] } as never);
       const ctx = await ctxSvc.build(T, conv.id);
       expect(ctx!.knowledgeCard).toBe('');
       expect(toolNamesFor(ctx!)).not.toContain(GET_KNOWLEDGE.name);
@@ -383,7 +383,7 @@ run('语料 · 真库探针（回滚）', () => {
       expect(h.catalog).toBe('');
       expect(h.persona).toContain('自称「小瑞」');
 
-      const ctxSvc = new CommonContextService(tx as never, { signedUrl: () => null } as never, { recent: () => [] } as never, svc, servingAt(chainBJ()));
+      const ctxSvc = new CommonContextService(tx as never, { signedUrl: () => null } as never, { recent: () => [] } as never, svc, servingAt(chainBJ()), { getAddressPatientsForAccount: async () => [] } as never);
       const ctx = await ctxSvc.build(T, conv.id);
       const system = buildSystemPrompt({ toolNames: toolNamesFor(ctx!), house: ctx!.houseRules, catalog: ctx!.knowledgeCard, persona: ctx!.personaRules });
       expect(system).toContain('自称「小瑞」');

apps/ai-service/tests/last-contact.spec.ts

+import { lastContact } from '../../ai-web/src/lib/pac-profile';
+import type { PatientProfile } from '../../ai-web/src/lib/api';
+const now=new Date('2026-10-14T04:00:00Z');
+const fact=(at:string|null,kind='actual')=>({type:'consultation',kind,occurredAt:at,plannedFor:null});
+const profile=(facts:unknown[])=>({facts} as PatientProfile);
+describe('距上次接触',()=>{
+ it('跳过未来 actual，找到最近已发生事实',()=>{
+  expect(lastContact(profile([fact('2026-10-30T00:00:00Z'),fact('2026-10-12T04:00:00Z'),fact('2026-10-01T04:00:00Z')]),now)?.days).toBe(2);
+ });
+ it('同日未来时刻也不能算接触，计划和无发生时间都排除',()=>{
+  expect(lastContact(profile([fact('2026-10-14T05:00:00Z'),fact('2026-10-01T04:00:00Z','planned'),{...fact(null),plannedFor:'2026-10-01T04:00:00Z'},fact('invalid')]),now)).toBeNull();
+ });
+ it('此刻已发生算0天，无资料返回空',()=>{
+  expect(lastContact(profile([fact(now.toISOString())]),now)?.days).toBe(0);
+  expect(lastContact(null,now)).toBeNull();
+ });
+});

apps/ai-web/src/app/embed/page.tsx

@@ -6,6 +6,7 @@ import { installSession, abandonHostEntry, type SessionTokens } from '@/lib/auth
 import { api, type Me } from '@/lib/api';
 import { currentHostContext } from '@/lib/auth-session';
 import { pendingHostEntry } from '@/lib/host-entry';
+import { Loader2 } from 'lucide-react';
 import { Button } from '@/components/ui/button';
 
 function Entry() {
@@ -45,15 +46,21 @@ function Entry() {
       } catch (e) { setError(e instanceof Error ? e.message : '进入失败，请从宿主重新打开。'); }
     })();
   }, [code, selectedSid, router, attempt]);
+  if (!error) return <EntryLoading />;
   return <main className="flex min-h-screen items-center justify-center bg-slate-50 p-6">
     <section className="w-full max-w-sm rounded-xl bg-white p-6 text-center">
       <h1 className="text-lg font-semibold">FridayAI</h1>
-      <p className="mt-3 text-sm text-slate-500">{error ?? '正在验证宿主授权…'}</p>
+      <p className="mt-3 text-sm text-slate-500">{error}</p>
       {error && code ? <Button className="mt-5" onClick={() => { started.current = false; setError(null); setAttempt((v) => v + 1); }}>重试当前进入</Button> : null}
       {error ? <p className="mt-3 text-xs text-slate-400">授权过期或被撤销时，请关闭此页，从宿主原有入口重新进入。</p> : null}
     </section>
   </main>;
 }
+function EntryLoading() {
+  return <main className="flex min-h-screen items-center justify-center bg-slate-50" role="status" aria-label="加载中">
+    <Loader2 className="h-6 w-6 animate-spin text-slate-400" aria-hidden="true" />
+  </main>;
+}
 export default function EmbedEntry() {
-  return <Suspense fallback={<p className="p-6 text-sm text-slate-500">正在加载…</p>}><Entry /></Suspense>;
+  return <Suspense fallback={<EntryLoading />}><Entry /></Suspense>;
 }

apps/ai-web/src/lib/pac-profile.ts

@@ -256,20 +256,21 @@ export function doctorRecommendations(p: PatientProfile | null): TreatmentLine[]
  */
 export function lastContact(
   p: PatientProfile | null,
+  now = new Date(),
 ): { date: string; days: number; label: string } | null {
   if (!p) return null;
   let best: { at: number; iso: string; type: string } | null = null;
   for (const f of p.facts) {
     if (f.kind !== 'actual') continue;
-    const iso = factAt(f);
+    const iso = f.occurredAt;
     if (!iso) continue;
     const t = Date.parse(iso);
-    if (!Number.isFinite(t)) continue;
+    if (!Number.isFinite(t) || t > now.getTime()) continue;
     if (!best || t > best.at) best = { at: t, iso, type: f.type };
   }
   if (!best) return null;
   const d = new Date(best.at);
-  const today = new Date();
+  const today = now;
   const start = new Date(today.getFullYear(), today.getMonth(), today.getDate()).getTime();
   const thatDay = new Date(d.getFullYear(), d.getMonth(), d.getDate()).getTime();
   return {

apps/pac-docs/content/docs/integration/friday-push-payload.mdx

@@ -72,12 +72,14 @@ icon: FileJson
 #### 专属客服（待联调）
 
 - 来源：`customer.customer_follow_person`，`is_default = 1`。
-- 关联：`tenant_id` + `customer_id`；多门店存在不同客服时，先确认有效归属，不任取一条。
+- 归属：同一品牌内，取患者**最近一次实际就诊门店的当前有效默认专属客服**；按实际就诊时间确定门店，排除未来预约、取消及无效就诊，不取最近回访执行人。
+- 关联：按 `tenant_id` + `customer_id` + 上述门店匹配客服关系，取 `is_default = 1`；不得跨品牌或回退取其他门店客服。
+- 待确认：无有效就诊记录、最近就诊门店无法唯一确定，或该门店存在多个有效默认客服时，省略两个客服字段并记录待确认，不任取一条。
 - 字段：`follow_people_id`（字符串用户 ID）、`follow_people`（姓名），来自同一条记录，inline 到 `customer_basic_info`。
-- 变更：新增、换人、改名、取消时重推患者主档；关系表单独变更也须触发，不能仅依赖主档更新时间。
-- 取消：`follow_people_id` 和 `follow_people` 同时显式传 `null`，清除原客服 ID 和姓名；不传字段保持原值。单字段 `null` 不代表取消。
+- 变更：最近实际就诊门店变化，或该门店客服新增、换人、改名、取消时，重推患者主档；就诊记录更正、取消及关系表单独变更也须触发，不能仅依赖主档更新时间。
+- 取消：确认所选门店未分配或已取消专属客服时，`follow_people_id` 和 `follow_people` 同时显式传 `null`，清除原客服 ID 和姓名；不传字段保持原值。单字段 `null` 不代表取消。
 - 补推：接入完成后，按当前关系分批补推历史患者主档。
-- 验收：首次分配、换人、取消、重复推送、跨品牌及多门店归属。
+- 验收：首次分配、换人、取消、跨店就诊、未来预约不改变归属、就诊更正、无就诊及多默认客服、重复推送、跨品牌隔离。
 
 #### 跟进中患者不进召回池 —— `has_active_complex_case`(PAC 侧已就绪,待宿主推)