merge: main → test(话术确定性 spec 重写 + recall/canonical 测试修复)

冲突解法:
- script-facts.spec.ts:取 main 新写 spec(test 侧 05eafa61 删的孤儿已由重写替代)
- canonical-fact-layer.spec.ts:取 test 侧(1d8a663b 与 main 修复等价)
- recall-suppression.spec.ts:test 演进版为基底 + main 的 priority-scorer v3 因子测试块
  (替代 test 侧"GAP2 已删"墓碑注释)

合并后 pac-service 14 suites / 262 tests 全绿。

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

apps/pac-service/tests/recall-suppression.spec.ts

@@ -6,6 +6,12 @@ import {
   CLOSE_REASON_DEFAULT_SUPPRESS_DAYS,
 } from '@pac/types';
 import { resolveSnoozedUntil } from '../src/modules/plan/recall-suppression';
+import {
+  computeConfidenceFactor,
+  computeFreshness,
+  calcPriority,
+  type PriorityInput,
+} from '../src/modules/plan/engine/priority-scorer';
 
 /**
  * 召回闭环:熔断 / 拒绝 / 回访冷静期(snoozedUntil)。
@@ -83,8 +89,100 @@ describe('召回抑制窗 snoozedUntil 计算', () => {
   });
 });
 
-// 「优先级:considering 不再加权(GAP2)」测试块已删 —— computeLikelihoodBonus 在
-// 7eb8dbe(三源信号统一标定)重构中移除,likelihood 并入 calcPriority,该行为由引擎侧覆盖。
+/**
+ * 优先级 v3.0 三维模型(7eb8dbe 重构后)。
+ * 原 GAP2"considering 不加权":v3 scorer 不再消费 execution outcome(likelihood bonus 已删),
+ * 由设计保证 —— 这里改锁 v3 的确定性因子(置信度 / 新鲜度 / 三维加权)。
+ */
+describe('priority-scorer v3 | 确定性因子', () => {
+  test('置信度因子:直用来源置信度,夹在 [0.5, 1](防过罚)', () => {
+    expect(computeConfidenceFactor(1)).toBe(1); // 医生诊断
+    expect(computeConfidenceFactor(0.8)).toBe(0.8); // 建议
+    expect(computeConfidenceFactor(0.2)).toBe(0.5); // 下限地板
+    expect(computeConfidenceFactor(1.5)).toBe(1); // 上限
+  });
+
+  test('新鲜度:黄金窗内满权重,过窗线性衰减,2×窗见地板 0.4', () => {
+    expect(computeFreshness(0, 180)).toBe(1.0);
+    expect(computeFreshness(180, 180)).toBe(1.0); // 窗上界仍满
+    expect(computeFreshness(270, 180)).toBeCloseTo(0.7); // 过窗一半
+    expect(computeFreshness(360, 180)).toBeCloseTo(0.4); // 2×窗
+    expect(computeFreshness(3600, 180)).toBeCloseTo(0.4); // 地板不再降
+  });
+
+  const baseInput: PriorityInput = {
+    urgencyLevel: 'high',
+    daysSince: 0,
+    windowDays: 180,
+    primaryCode: 'K02',
+    toothCount: 1,
+    rfmSegment: null,
+    consultIntentMatch: false,
+    lifecycleStage: null,
+    hasTreatmentHistory: false,
+    isReferralChampion: false,
+    recentVisitGood: false,
+    confidence: 1,
+  };
+
+  test('三维加权:急迫×0.4 + 价值×0.3 + 意愿×0.3(缺省 rfm=5/意向=2/信任=4)', () => {
+    const r = calcPriority(baseInput);
+    // urgency high=7 → 2.8;K02 价值 2 → 0.6;意愿 5*0.375+2*0.375+4*0.25=3.625 → 1.0875
+    expect(r.breakdown.urgency).toBe(7);
+    expect(r.breakdown.value).toBe(2);
+    expect(r.breakdown.willingness).toBe(3.63);
+    expect(r.breakdown.base).toBe(4.49);
+    expect(r.score).toBe(45); // round(4.4875 × 10)
+  });
+
+  test('种植(K08)价值按牙数分档:单颗8 / 多颗9 / 半口+10', () => {
+    expect(calcPriority({ ...baseInput, primaryCode: 'K08', toothCount: 1 }).breakdown.value).toBe(8);
+    expect(calcPriority({ ...baseInput, primaryCode: 'K08', toothCount: 3 }).breakdown.value).toBe(9);
+    expect(calcPriority({ ...baseInput, primaryCode: 'K08', toothCount: 6 }).breakdown.value).toBe(10);
+  });
+
+  test('修复(K03)≥3颗提档:5 → 6;未映射病种价值兜底 3', () => {
+    expect(calcPriority({ ...baseInput, primaryCode: 'K03', toothCount: 2 }).breakdown.value).toBe(5);
+    expect(calcPriority({ ...baseInput, primaryCode: 'K03', toothCount: 3 }).breakdown.value).toBe(6);
+    expect(calcPriority({ ...baseInput, primaryCode: 'K99', toothCount: 1 }).breakdown.value).toBe(3);
+  });
+
+  test('信任基础:lifecycle 底分 + 治疗史/转介/近1年履约各+1,封顶 10', () => {
+    const r = calcPriority({
+      ...baseInput,
+      lifecycleStage: 'mature', // 9
+      hasTreatmentHistory: true,
+      isReferralChampion: true,
+      recentVisitGood: true,
+    });
+    expect(r.breakdown.trustBase).toBe(10); // 9+3 → 封顶
+  });
+
+  test('老诊断 + 低置信来源:新鲜度与置信度因子相乘压低总分', () => {
+    const r = calcPriority({ ...baseInput, daysSince: 360, confidence: 0.3 });
+    expect(r.breakdown.freshness).toBe(0.4);
+    expect(r.breakdown.confidenceFactor).toBe(0.5);
+    expect(r.score).toBe(9); // round(4.4875 × 0.4 × 0.5 × 10)
+  });
+
+  test('urgency 缺失记 0;满配输入分数不破 100', () => {
+    expect(calcPriority({ ...baseInput, urgencyLevel: null }).breakdown.urgency).toBe(0);
+    const max = calcPriority({
+      ...baseInput,
+      urgencyLevel: 'urgent',
+      primaryCode: 'K08',
+      toothCount: 8,
+      rfmSegment: 'important_value',
+      consultIntentMatch: true,
+      lifecycleStage: 'mature',
+      hasTreatmentHistory: true,
+      isReferralChampion: true,
+      recentVisitGood: true,
+    });
+    expect(max.score).toBeLessThanOrEqual(100);
+    expect(max.score).toBeGreaterThan(90);
+  });
+});
 
 describe('抑制策略单一真理源 EXECUTION_OUTCOME_META.suppressDays', () => {
   test('每个 outcome 都声明了 suppressDays(number 或 null),无遗漏', () => {

apps/pac-service/tests/script-facts.spec.ts

+/**
+ * draft-plan-script 确定性逻辑单元测试(话术三档重构后,f60f4cc/4fe0d97)。
+ *
+ * 原则:LLM 不该做的确定性活(日期格式 / FDI 查表 / 去名留称呼 / 病种映射 / 事实块拼装)
+ * 全在这些纯函数里,这里锁行为:
+ *   - shared/script-facts   智能日期 + 牙位俗称(三档 + 实时教练共用)
+ *   - shared/pii            去名留称呼单一源(患者 / 监护人 / 医生)
+ *   - shared/disease-knowledge  病种 canonical 名(tier-agnostic)
+ *   - tiers/stable/phrasing 稳健档病种口语文案(risks/advantages/复查时长)
+ *   - shared/fact-block     标准/深度档厚输入事实块拼装
+ */
+import {
+  smartDateDisplay,
+  fdiToFriendly,
+  toothFriendly,
+} from '../src/modules/ai/calls/draft-plan-script/shared/script-facts';
+import {
+  deidentifyDoctor,
+  callSalutation,
+  pickGuardian,
+} from '../src/modules/ai/calls/draft-plan-script/shared/pii';
+import {
+  diseaseLabelForSubKey,
+  resolveDiseaseLabel,
+} from '../src/modules/ai/calls/draft-plan-script/shared/disease-knowledge';
+import { resolveDisease } from '../src/modules/ai/calls/draft-plan-script/tiers/stable/phrasing';
+import {
+  buildRichFactBlock,
+  buildPersonaGuide,
+  renderMedicalRecord,
+  renderTreatmentPlan,
+} from '../src/modules/ai/calls/draft-plan-script/shared/fact-block';
+import type {
+  ScriptContext,
+  ScriptMedicalRecord,
+} from '../src/modules/ai/calls/draft-plan-script/shared/input.types';
+
+// ═════════════════════════════════════════════════════════
+// shared/script-facts — 智能日期
+// ═════════════════════════════════════════════════════════
+describe('script-facts | smartDateDisplay(今年→X月X号 / 去年→去年X月 / 更早→XXXX年X月)', () => {
+  const now = new Date('2026-06-02T00:00:00Z');
+
+  test('今年 → X月X号', () => {
+    expect(smartDateDisplay('2026-01-29T00:00:00Z', now)).toBe('1月29号');
+  });
+
+  test('去年 → 去年X月(不带日)', () => {
+    expect(smartDateDisplay('2025-12-10', now)).toBe('去年12月');
+  });
+
+  test('前年及更早 → XXXX年X月', () => {
+    expect(smartDateDisplay('2024-03-15', now)).toBe('2024年3月');
+  });
+
+  test('跨年边界:now 在 1 月,上月即"去年"', () => {
+    expect(smartDateDisplay('2025-12-31', new Date('2026-01-05'))).toBe('去年12月');
+  });
+
+  test('接受 Date 对象输入', () => {
+    expect(smartDateDisplay(new Date('2026-03-08'), now)).toBe('3月8号');
+  });
+
+  test('空 / 无效输入 → null', () => {
+    expect(smartDateDisplay(null, now)).toBeNull();
+    expect(smartDateDisplay(undefined, now)).toBeNull();
+    expect(smartDateDisplay('not-a-date', now)).toBeNull();
+  });
+});
+
+// ═════════════════════════════════════════════════════════
+// shared/script-facts — 牙位俗称(FDI → 患者口语)
+// ═════════════════════════════════════════════════════════
+describe('script-facts | fdiToFriendly(FDI → 俗称,粗粒度)', () => {
+  test('恒牙:象限定上下,位置定名称', () => {
+    expect(fdiToFriendly('11')).toBe('上门牙'); // 1x 上颌 / 中切
+    expect(fdiToFriendly('22')).toBe('上门牙'); // 侧切同归门牙
+    expect(fdiToFriendly('43')).toBe('下尖牙');
+    expect(fdiToFriendly('34')).toBe('下小磨牙'); // 前磨牙
+    expect(fdiToFriendly('26')).toBe('上大磨牙'); // 磨牙
+    expect(fdiToFriendly('47')).toBe('下大磨牙');
+  });
+
+  test('8 号位 → 智齿(不分上下)', () => {
+    expect(fdiToFriendly('18')).toBe('智齿');
+    expect(fdiToFriendly('48')).toBe('智齿');
+  });
+
+  test('乳牙数字记法(象限 5-8):现状"乳"仅拼在门牙,尖牙/磨牙不带', () => {
+    expect(fdiToFriendly('51')).toBe('上乳门牙');
+    expect(fdiToFriendly('83')).toBe('下尖牙');
+    expect(fdiToFriendly('75')).toBe('下小磨牙');
+  });
+
+  test('乳牙"象限+字母"记法(host):A/B 门牙、C 尖牙、D/E 磨牙', () => {
+    expect(fdiToFriendly('2A')).toBe('上乳门牙');
+    expect(fdiToFriendly('3C')).toBe('下乳尖牙');
+    expect(fdiToFriendly('4D')).toBe('下乳磨牙');
+    expect(fdiToFriendly('1e')).toBe('上乳磨牙'); // 小写兼容
+  });
+
+  test('全口标记 → 全口', () => {
+    expect(fdiToFriendly('*whole')).toBe('全口');
+    expect(fdiToFriendly('whole')).toBe('全口');
+  });
+
+  test('解析不出 → null(交 toothFriendly 兜底)', () => {
+    expect(fdiToFriendly('99')).toBeNull(); // 象限 9 不存在
+    expect(fdiToFriendly('X1')).toBeNull();
+    expect(fdiToFriendly('')).toBeNull();
+  });
+});
+
+describe('script-facts | toothFriendly(多牙位 "/" 分隔,去重保序,兜底原样)', () => {
+  test('多牙位数组 → "/" 连接', () => {
+    expect(toothFriendly(['11', '36'])).toBe('上门牙/下大磨牙');
+  });
+
+  test('同俗称去重(11/21 都是上门牙,只出一次)', () => {
+    expect(toothFriendly(['11', '21', '36'])).toBe('上门牙/下大磨牙');
+  });
+
+  test('字符串输入:分号 / 逗号 / 中文逗号 / 空格 都是分隔符', () => {
+    expect(toothFriendly('11;36')).toBe('上门牙/下大磨牙');
+    expect(toothFriendly('11，36')).toBe('上门牙/下大磨牙');
+    expect(toothFriendly('11 36')).toBe('上门牙/下大磨牙');
+  });
+
+  test('都解析不出 → 兜底原样返回', () => {
+    expect(toothFriendly('MB2')).toBe('MB2');
+    expect(toothFriendly(['X1', 'X2'])).toBe('X1/X2'); // 数组兜底 join('/')
+  });
+
+  test('部分解析得出 → 只保留能解析的俗称', () => {
+    expect(toothFriendly(['11', 'X9'])).toBe('上门牙');
+  });
+});
+
+// ═════════════════════════════════════════════════════════
+// shared/pii — 去名留称呼
+// ═════════════════════════════════════════════════════════
+describe('pii | deidentifyDoctor(医生取姓,模板拼"{姓}医生")', () => {
+  test('全名 → 姓', () => {
+    expect(deidentifyDoctor('韩维')).toBe('韩');
+  });
+
+  test('已带"医生"后缀 → 去后缀避免模板重复', () => {
+    expect(deidentifyDoctor('韩医生')).toBe('韩');
+    expect(deidentifyDoctor('您的主治医生')).toBe('您的主治');
+  });
+
+  test('空 → 泛指"您的主治"', () => {
+    expect(deidentifyDoctor(null)).toBe('您的主治');
+    expect(deidentifyDoctor('  ')).toBe('您的主治');
+  });
+});
+
+describe('pii | callSalutation(姓级称呼,绝不出全名)', () => {
+  test('成人:姓 + 先生/女士', () => {
+    expect(callSalutation('张震校', '男', 35, null)).toBe('张先生');
+    expect(callSalutation('徐雅静', '女', 28, null)).toBe('徐女士');
+    expect(callSalutation('李四', 'M', 40, null)).toBe('李先生');
+    expect(callSalutation('王五', 'female', 40, null)).toBe('王女士');
+  });
+
+  test('成人性别未知 → 默认先生', () => {
+    expect(callSalutation('赵六', null, 30, null)).toBe('赵先生');
+  });
+
+  test('无名 → "您"', () => {
+    expect(callSalutation(null, '男', 30, null)).toBe('您');
+    expect(callSalutation('', null, null, null)).toBe('您');
+  });
+
+  test('未成年(≤12)有监护人姓名 → 监护人姓 + 妈妈女士/爸爸先生', () => {
+    expect(callSalutation('张小宝', '男', 8, { relationship: 'mother', name: '李梅' })).toBe('李女士');
+    expect(callSalutation('张小宝', '男', 8, { relationship: 'father', name: '王刚' })).toBe('王先生');
+  });
+
+  test('未成年无监护人姓名 → "{患者姓}家长"', () => {
+    expect(callSalutation('张小宝', '男', 8, null)).toBe('张家长');
+    expect(callSalutation('张小宝', '男', 8, { relationship: 'mother', name: '' })).toBe('张家长');
+  });
+
+  test('12/13 边界:12 走监护人径,13 走成人径', () => {
+    expect(callSalutation('张小宝', '男', 12, null)).toBe('张家长');
+    expect(callSalutation('张小宝', '男', 13, null)).toBe('张先生');
+  });
+
+  test('年龄未知 → 按成人处理', () => {
+    expect(callSalutation('张三', '男', null, null)).toBe('张先生');
+  });
+});
+
+describe('pii | pickGuardian(优先已建档,关系 妈妈>爸爸>祖辈)', () => {
+  test('有姓名优先于关系顺位', () => {
+    const g = pickGuardian([
+      { relationship: 'mother', relatedPatient: null },
+      { relationship: 'father', relatedPatient: { name: '王刚' } },
+    ]);
+    expect(g).toEqual({ relationship: 'father', relationshipLabel: '爸爸', name: '王刚' });
+  });
+
+  test('同为已建档 → 妈妈 > 爸爸', () => {
+    const g = pickGuardian([
+      { relationship: 'father', relatedPatient: { name: '王刚' } },
+      { relationship: 'mother', relatedPatient: { name: '李梅' } },
+    ]);
+    expect(g?.relationship).toBe('mother');
+    expect(g?.relationshipLabel).toBe('妈妈');
+  });
+
+  test('未知关系 → label 兜底"家长"', () => {
+    const g = pickGuardian([{ relationship: 'uncle', relatedPatient: { name: '张叔' } }]);
+    expect(g?.relationshipLabel).toBe('家长');
+  });
+
+  test('空关系列表 → null', () => {
+    expect(pickGuardian([])).toBeNull();
+  });
+});
+
+// ═════════════════════════════════════════════════════════
+// shared/disease-knowledge — 病种 canonical 名(tier-agnostic)
+// ═════════════════════════════════════════════════════════
+describe('disease-knowledge | diseaseLabelForSubKey(subKey → 患者口径病种名)', () => {
+  test('已映射 subKey → 病种名', () => {
+    expect(diseaseLabelForSubKey('missing_tooth')).toBe('缺失牙');
+    expect(diseaseLabelForSubKey('perio_no_srp')).toBe('牙周炎');
+  });
+
+  test('带 @tooth 后缀 → 去后缀再查', () => {
+    expect(diseaseLabelForSubKey('caries_no_filling@16')).toBe('龋齿');
+  });
+
+  test('未映射 / 空 → null', () => {
+    expect(diseaseLabelForSubKey('unknown_key')).toBeNull();
+    expect(diseaseLabelForSubKey(null)).toBeNull();
+    expect(diseaseLabelForSubKey('')).toBeNull();
+  });
+});
+
+describe('disease-knowledge | resolveDiseaseLabel(触发感知)', () => {
+  test('lead=医生建议(无诊断)→ 用建议名,不套子场景诊断词', () => {
+    const label = resolveDiseaseLabel(
+      { subKey: 'missing_tooth', leadTrigger: { type: 'recommendation', code: 'IMPLANT_RECOMMENDED' } },
+      '漏治-缺失牙',
+    );
+    expect(label).toBe('建议种植'); // 不是"缺失牙"
+  });
+
+  test('lead=诊断 → subKey 病种名,以诊断为准', () => {
+    const label = resolveDiseaseLabel(
+      { subKey: 'missing_tooth', leadTrigger: { type: 'diagnosis', code: 'K08' } },
+      '漏治-缺失牙',
+    );
+    expect(label).toBe('缺失牙');
+  });
+
+  test('subKey 未映射 → fallbackLabel 兜底', () => {
+    expect(resolveDiseaseLabel({ subKey: null, leadTrigger: null }, '漏治-其他')).toBe('漏治-其他');
+    expect(resolveDiseaseLabel(null, '漏治-其他')).toBe('漏治-其他');
+  });
+});
+
+// ═════════════════════════════════════════════════════════
+// tiers/stable/phrasing — 稳健档病种口语文案
+// ═════════════════════════════════════════════════════════
+describe('phrasing | resolveDisease(稳健档:label + risks/advantages/复查时长)', () => {
+  test('subKey 精确命中 → label + 文案齐全', () => {
+    const d = resolveDisease({ subKey: 'perio_no_srp' }, '漏治-牙周');
+    expect(d.label).toBe('牙周炎');
+    expect(d.risks.length).toBeGreaterThan(0);
+    expect(d.advantages.length).toBeGreaterThan(0);
+    expect(d.reviewDuration).toContain('牙周');
+    expect(d.ageFit?.青年).toBeTruthy();
+  });
+
+  test('jaw_cyst 双字典 key 分列(keypoints=囊肿 / duration=颌骨囊肿)→ risks 不静默丢失', () => {
+    const d = resolveDisease({ subKey: 'jaw_cyst' }, '漏治-颌骨囊肿');
+    expect(d.label).toBe('颌骨囊肿');
+    expect(d.risks.length).toBeGreaterThan(0); // 曾因 key 不一致丢 risks 的回归点
+    expect(d.reviewDuration).toContain('囊肿');
+  });
+
+  test('subKey 带 @tooth 后缀 → 去后缀命中', () => {
+    expect(resolveDisease({ subKey: 'caries_no_filling@16' }, 'x').label).toBe('龋齿');
+  });
+
+  test('lead=医生建议 → 病种名换建议名,风险/优势仍按子场景', () => {
+    const d = resolveDisease(
+      { subKey: 'missing_tooth', leadTrigger: { type: 'recommendation', code: 'IMPLANT_RECOMMENDED' } },
+      '漏治-缺失牙',
+    );
+    expect(d.label).toBe('建议种植');
+    // 风险仍是缺失牙口径(种植/修复缺口的风险本就适用)
+    expect(d.risks.some((r) => r.includes('缺牙') || r.includes('牙齿'))).toBe(true);
+  });
+
+  test('无 subKey → 文本归一兜底(scenarioLabel/reason 含病种词)', () => {
+    const d = resolveDisease({ subKey: null, scenarioLabel: '漏治-缺失牙', reason: '缺失牙未修复' }, '其他');
+    expect(d.label).toBe('缺失牙');
+    expect(d.risks.length).toBeGreaterThan(0);
+  });
+
+  test('文本归一按 MISSED_PRIORITY 优先(儿牙早矫 > 缺失牙)', () => {
+    const d = resolveDisease({ subKey: null, reason: '儿牙早矫评估;另有缺失牙' }, '其他');
+    expect(d.label).toBe('儿牙早矫');
+  });
+
+  test('完全未命中 → label 用 fallback,risks 空,复查时长兜底"其他"', () => {
+    const d = resolveDisease({ subKey: null, reason: '不构成病种的描述' }, '漏治-其他');
+    expect(d.label).toBe('漏治-其他');
+    expect(d.risks).toEqual([]);
+    expect(d.reviewDuration).toBe('复查检查约30分钟');
+  });
+});
+
+// ═════════════════════════════════════════════════════════
+// shared/fact-block — 厚输入事实块(标准/深度档)
+// ═════════════════════════════════════════════════════════
+function makeReason(overrides: Partial<ScriptContext['plan']['reasons'][number]> = {}) {
+  return {
+    scenarioLabel: '漏治-缺失牙',
+    subKey: 'missing_tooth',
+    dxCode: 'K08',
+    leadTrigger: { type: 'diagnosis', code: 'K08' },
+    toothPositions: ['11'],
+    reason: '缺失牙未修复',
+    priorityScore: 90,
+    triggerDoctor: '韩维',
+    triggerDate: '2026-05-01',
+    medicalRecord: null,
+    ...overrides,
+  };
+}
+
+function makeInput(overrides: {
+  patient?: Partial<ScriptContext['patient']>;
+  plan?: Partial<ScriptContext['plan']>;
+  clinicalContext?: Partial<ScriptContext['clinicalContext']>;
+  agent?: ScriptContext['agent'];
+  personaHighlights?: ScriptContext['personaHighlights'];
+} = {}): ScriptContext {
+  return {
+    patient: {
+      name: '张震校',
+      salutation: '张先生',
+      gender: '男',
+      age: 35,
+      guardian: null,
+      ...overrides.patient,
+    },
+    clinicName: '测试口腔',
+    agent: overrides.agent,
+    plan: {
+      primaryScenarioLabel: '漏治-缺失牙',
+      primaryScenarioKey: 'missed_diagnosis',
+      priorityScore: 90,
+      goal: '邀约来院评估缺失牙修复方案',
+      reasons: [makeReason()],
+      ...overrides.plan,
+    },
+    personaHighlights: overrides.personaHighlights ?? [],
+    clinicalContext: {
+      daysSinceLastVisit: 0,
+      lastVisit: null,
+      lastChiefComplaint: '牙疼来看',
+      pendingTreatments: [],
+      primaryDoctorName: '韩维',
+      recentTreatments: [],
+      completedTreatmentCount: 3,
+      contactHistory: [],
+      ...overrides.clinicalContext,
+    },
+  };
+}
+
+describe('fact-block | buildRichFactBlock(朴素事实块,不出全名)', () => {
+  test('开场事实:称呼 / 自报家门 / 医生去名 / 主诉', () => {
+    const block = buildRichFactBlock(
+      makeInput({ agent: { name: '李莉', roleTitle: '客服主管' } }),
+    );
+    expect(block).toContain('称呼:张先生');
+    expect(block).toContain('我是测试口腔的客服主管李莉');
+    expect(block).toContain('韩医生'); // 去名留姓
+    expect(block).not.toContain('韩维'); // 全名不进 prompt
+    expect(block).not.toContain('张震校');
+    expect(block).toContain('牙疼来看');
+  });
+
+  test('agent 无名 → 退回通用"客服",不编名字', () => {
+    const block = buildRichFactBlock(makeInput());
+    expect(block).toContain('我是测试口腔的客服');
+  });
+
+  test('daysSinceLastVisit=0 → 最近就诊显示为今年具体日期(X月X号)', () => {
+    const block = buildRichFactBlock(makeInput());
+    expect(block).toMatch(/最近一次就诊[^:]*:\d{1,2}月\d{1,2}号/);
+  });
+
+  test('无就诊天数 / 无触发日期 → 兜底"上次"', () => {
+    const block = buildRichFactBlock(
+      makeInput({
+        clinicalContext: { daysSinceLastVisit: null },
+        plan: { reasons: [makeReason({ triggerDate: null })] },
+      }),
+    );
+    expect(block).toMatch(/最近一次就诊[^:]*:上次/);
+  });
+
+  test('牙位渲染成俗称给 LLM 直接用', () => {
+    const block = buildRichFactBlock(makeInput());
+    expect(block).toContain('牙位:上门牙');
+  });
+
+  test('未成年:监护人触达说明 + 拍片硬禁令', () => {
+    const block = buildRichFactBlock(
+      makeInput({
+        patient: {
+          age: 8,
+          salutation: '李女士',
+          guardian: { relationship: 'mother', relationshipLabel: '妈妈', name: '李梅' },
+        },
+      }),
+    );
+    expect(block).toContain('打给妈妈');
+    expect(block).toContain('称孩子为"宝宝"');
+    expect(block).toContain('严禁出现"拍片');
+  });
+
+  test('年龄未知同样触发拍片禁令;成人(>18)不触发', () => {
+    expect(buildRichFactBlock(makeInput({ patient: { age: null } }))).toContain('严禁出现"拍片');
+    expect(buildRichFactBlock(makeInput())).not.toContain('严禁出现"拍片');
+  });
+
+  test('单一聚焦:reasons[0] 进"本次问题",其余进"其他可一并关心"', () => {
+    const block = buildRichFactBlock(
+      makeInput({
+        plan: {
+          reasons: [
+            makeReason(),
+            makeReason({ subKey: 'caries_no_filling', scenarioLabel: '漏治-龋齿', toothPositions: ['36'] }),
+          ],
+        },
+      }),
+    );
+    expect(block).toContain('本次问题:缺失牙');
+    expect(block).toMatch(/其他可一并关心[\s\S]*龋齿\(下大磨牙\)/);
+  });
+
+  test('只有一条 reason → 不渲染"其他"小节', () => {
+    expect(buildRichFactBlock(makeInput())).not.toContain('其他可一并关心');
+  });
+
+  test('近期治疗渲染结构化要素(类目/术式/医生/时间)', () => {
+    const block = buildRichFactBlock(
+      makeInput({
+        clinicalContext: {
+          recentTreatments: [
+            { category: 'periodontic', categoryLabel: '牙周', subtype: '龈上洁治', doctorName: '吴倩', date: '2026.04' },
+          ],
+        },
+      }),
+    );
+    expect(block).toContain('2026.04 / 牙周 / 龈上洁治 / 吴倩医生');
+  });
+
+  test('熟络度信号:给原始事实(次数 + 天数),不贴新/老二分', () => {
+    const block = buildRichFactBlock(makeInput());
+    expect(block).toContain('已完成 3 次治疗');
+    expect(block).toContain('距上次就诊 0 天');
+  });
+});
+
+describe('fact-block | buildPersonaGuide(画像 → 话术指引,只渲染命中特征)', () => {
+  const highlights = [
+    { key: 'lifecycle_stage', label: '生命周期', description: '沉睡客户(340天未到诊)' },
+    { key: 'contraindication', label: '禁忌', description: '青霉素过敏' },
+    { key: 'discount_anchor', label: '折扣锚', description: '历史最低 8 折' },
+  ];
+
+  test('full 模式:⚠注意在前,含切入点特征', () => {
+    const guide = buildPersonaGuide(highlights, 'full');
+    expect(guide).toContain('切入点');
+    const warnIdx = guide.indexOf('⚠ 【禁忌】');
+    const lifecycleIdx = guide.indexOf('【生命周期】');
+    const discountIdx = guide.indexOf('【折扣锚】');
+    expect(warnIdx).toBeGreaterThan(-1);
+    expect(warnIdx).toBeLessThan(lifecycleIdx); // 禁忌排最前
+    expect(lifecycleIdx).toBeLessThan(discountIdx); // 定语气在切入点前
+  });
+
+  test('essential 模式:只留 ⚠安全 + 定语气,滤掉切入点(折扣等)', () => {
+    const guide = buildPersonaGuide(highlights, 'essential');
+    expect(guide).toContain('【禁忌】');
+    expect(guide).toContain('【生命周期】');
+    expect(guide).not.toContain('【折扣锚】');
+    expect(guide).not.toContain('切入点');
+  });
+
+  test('未知 key 忽略;全部未命中 → 空串(调用方不追加)', () => {
+    expect(buildPersonaGuide([{ key: 'nonsense', label: 'x', description: 'y' }])).toBe('');
+    expect(buildPersonaGuide([])).toBe('');
+  });
+});
+
+// ═════════════════════════════════════════════════════════
+// shared/fact-block — 病历 / 治疗计划渲染
+// ═════════════════════════════════════════════════════════
+function emptyMr(): ScriptMedicalRecord {
+  return {
+    date: null,
+    doctorName: null,
+    chiefComplaint: null,
+    presentIllness: null,
+    pastHistory: null,
+    generalCondition: null,
+    examFindings: [],
+    diagnoses: [],
+    disposals: [],
+    doctorAdvice: null,
+    treatmentPlanText: null,
+    diagnosisText: null,
+    recommendations: [],
+    plannedTreatments: [],
+  };
+}
+
+describe('fact-block | renderMedicalRecord(SOAP 全字段,空字段略,牙位转俗称)', () => {
+  test('null / 全空病历 → 空串', () => {
+    expect(renderMedicalRecord(null)).toBe('');
+    expect(renderMedicalRecord(emptyMr())).toBe('');
+  });
+
+  test('命中字段逐行渲染,牙位转俗称', () => {
+    const out = renderMedicalRecord({
+      ...emptyMr(),
+      date: '2026-05-01',
+      presentIllness: '右下后牙冷热刺激痛一周',
+      examFindings: [{ toothPosition: '46', message: '深龋近髓' }],
+      diagnoses: [{ code: 'K02', nameZh: '龋病', toothPosition: '46', fromImageAi: false }],
+      doctorAdvice: '建议尽快充填,避免累及牙髓',
+    });
+    expect(out).toContain('- 接诊日期:2026-05-01');
+    expect(out).toContain('- 现病史:右下后牙冷热刺激痛一周');
+    expect(out).toContain('- 检查所见:下大磨牙 深龋近髓');
+    expect(out).toContain('- 当次诊断:龋病(下大磨牙)');
+    expect(out).toContain('- 医嘱(原话):建议尽快充填');
+    expect(out).not.toContain('既往史'); // 空字段不渲染
+  });
+});
+
+describe('fact-block | renderTreatmentPlan(结构化 planned 主,host 自由文本补)', () => {
+  test('subtype 优先,缺 subtype 用类目名;两来源 ";" 拼接', () => {
+    const out = renderTreatmentPlan({
+      ...emptyMr(),
+      plannedTreatments: [
+        { categoryLabel: '充填 / 嵌体', subtype: '充填', toothPosition: '46' },
+        { categoryLabel: '牙周', subtype: null, toothPosition: null },
+      ],
+      treatmentPlanText: '择期复查',
+    });
+    expect(out).toBe('充填(下大磨牙)、牙周;择期复查');
+  });
+
+  test('两来源都空 → null(调用方不渲染该行)', () => {
+    expect(renderTreatmentPlan(emptyMr())).toBeNull();
+  });
+});