feat(recall): 优先级算法重做为 v3.0 三维模型(急迫×0.4 + 价值×0.3 + 意愿×0.3)

替换旧 6 因子加权启发式(只用 value+risk 2 特征)为业务《画像字典 v3.0》优先级模型:
- 急迫性 = urgency_level(紧急10/高7/中4/低1)
- 价值性 = 治疗类型+牙数(种植 单颗8/多颗9/半口10 · 正畸7 · 根管6 · 修复5-6 · 牙周5 · 拔3 · 补2)
- 意愿度 = RFM依从×0.375 + 主诉行为×0.375 + 信任基础×0.25
  · RFM依从 = rfm 八象限分群
  · 主诉行为 = 咨询过该类(consultation 意向命中)→8 / 仅诊断→2(触达活跃维度 PAC 无数据,去掉按比例归一)
  · 信任基础 = lifecycle + 同类治疗史+1 + 转介达人+1
- scorer 用上 6 个画像特征(rfm/urgency/lifecycle/treatment_history/referral + consultation 意向),旧版只用 2 个。
- ⚠️ 只改 priorityScore(排序),不改召回候选集(gap 选择独立)→ verify-recall FP/FN 不受影响。
- 本地 928:候选 589(≈旧588 不变),分数 23-94 avg66.6;价值序 种植78>牙周/根管/正畸73>拔/补67>发育62。
- 局限(v3.0 同,记 follow-up):权重人拍(可调);意愿≈倾向性非增益(uplift,需试点对照组);
  confidence<0.6 降权 + 触达维度 待数据/二次筛选实现。breakdown 保留可解释。

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

apps/pac-service/src/modules/plan/engine/scenarios/treatment-initiation-recall.scenario.ts

@@ -74,6 +74,24 @@ import { buildGapCore, GAP_FLAGS_BY_PRIMARY, GAP_PRIMARY_GROUPS } from '../../..
 /// 患者级、与具体信号无关;将来复购 scenario 应抽成共享 fragment 复用。
 const POST_VISIT_COOLDOWN_DAYS = 14;
 
+/// v3.0 打分上下文(每患者 active persona 投影)
+interface PersonaScoreCtx {
+  rfmSegment: string | null;
+  urgencyLevel: 'urgent' | 'high' | 'mid' | 'low' | null;
+  lifecycleStage: string | null;
+  treatmentHistory: string[]; // treatment_history.types
+  isReferralChampion: boolean;
+}
+
+/// 召回 primaryCode → treatment_history code(信任迁移"同类治疗史 +1"判定)。
+/// 仅 4 个主治疗有历史标签;基础治疗(龋/根管/拔)无 → 不加分。
+const HISTORY_CODE_BY_PRIMARY: Record<string, string> = {
+  K08: 'implant_history',
+  K07: 'ortho_history',
+  K03: 'prostho_history',
+  K05: 'perio_history',
+};
+
 @Injectable()
 export class TreatmentInitiationRecallScenario implements PlanScenarioPlugin {
   readonly key = PlanScenario.TREATMENT_INITIATION_RECALL;
@@ -379,30 +397,32 @@ export class TreatmentInitiationRecallScenario implements PlanScenarioPlugin {
     //   全口诊断(K05 等空牙位)→ 全部归入 'whole' cluster(1 个 / patient,跟 chain.tooth='*whole' 一致)
     const mergedHits = mergeRowsByToothOverlap(rows);
 
-    // 为算 6 因子,一次性查所有命中 patient 的 persona + recent execution
+    // v3.0 优先级模型:一次性查命中 patient 的 persona 打分上下文 + 咨询意向
     const patientIds = [...new Set(mergedHits.map((r) => r.patient_id))];
     const personaCtx = await this.fetchPersonaContext(patientIds);
-    const execCtx = await this.fetchRecentExecutions(patientIds, scope.now);
+    const consultCtx = await this.fetchConsultIntents(patientIds);
+    const expectedCatSet = new Set(expectedCats);
+    const historyCode = HISTORY_CODE_BY_PRIMARY[cfg.primaryCode];
 
     const hits: ScenarioHit[] = [];
     for (const r of mergedHits) {
       const patientId = r.patient_id;
       const persona = personaCtx.get(patientId);
-      const confidence = r.confidence
-        ? Number(r.confidence)
-        : r.signal_type === 'recommendation_record'
-          ? 0.8 // 默认 LLM/规则抽出的 0.8
-          : 1.0; // 结构化诊断 1.0
+      // 主诉行为:咨询过本 gap 类别(consultation 意向 ∩ expectedCats)
+      const consultMatch = [...(consultCtx.get(patientId) ?? [])].some((c) => expectedCatSet.has(c));
+      // 信任迁移:同类治疗史
+      const hasHist = historyCode ? (persona?.treatmentHistory.includes(historyCode) ?? false) : false;
+      const toothCount = r.tooth ? r.tooth.split(';').filter(Boolean).length : 0;
 
       const { score, breakdown } = calcPriority({
-        base: cfg.base,
-        daysSince: r.days_since,
-        goldenRange,
-        valueScore: persona?.valueScore ?? null,
-        riskScore: persona?.riskScore ?? null,
-        recentExecutions: execCtx.get(patientId) ?? [],
-        signalConfidences: [confidence],
-        urgencyDayThreshold: rule.urgencyDayThreshold,
+        urgencyLevel: persona?.urgencyLevel ?? null,
+        primaryCode: cfg.primaryCode,
+        toothCount,
+        rfmSegment: persona?.rfmSegment ?? null,
+        consultIntentMatch: consultMatch,
+        lifecycleStage: persona?.lifecycleStage ?? null,
+        hasTreatmentHistory: hasHist,
+        isReferralChampion: persona?.isReferralChampion ?? false,
       });
 
       const toothStr = r.tooth ? ` · 牙位 ${r.tooth}` : '';
@@ -457,59 +477,54 @@ export class TreatmentInitiationRecallScenario implements PlanScenarioPlugin {
   // 算分需要的辅助数据查询
   // ─────────────────────────────────────────────────────────
 
-  /// 拉每个 patient 当前 active persona 的 valueScore / riskScore。
-  /// W7:统一读 rfm.data(valueTier→valueScore、riskScore→riskScore);
-  ///     rfm 缺失时优雅回退旧 value/recall_risk.score(翻转过渡期不抖)。
+  /// 拉每个 patient 当前 active persona 的打分上下文(v3.0 优先级模型用):
+  ///   rfm.segment(RFM依从)/ urgency_level.level(急迫)/ lifecycle_stage.stage(信任)/
+  ///   treatment_history.types(信任迁移)/ referral_champion(信任 +1)。
   private async fetchPersonaContext(
     patientIds: string[],
-  ): Promise<Map<string, { valueScore: number | null; riskScore: number | null }>> {
+  ): Promise<Map<string, PersonaScoreCtx>> {
     if (patientIds.length === 0) return new Map();
     const rows = await this.prisma.$queryRaw<
-      Array<{ patient_id: string; key: string; score: number | null; data: unknown }>
+      Array<{ patient_id: string; key: string; data: unknown }>
     >`
-      SELECT p.patient_id, pf.key, pf.score, pf.data
+      SELECT p.patient_id, pf.key, pf.data
       FROM personas p
       JOIN persona_features pf ON pf.persona_id = p.id
       WHERE p.patient_id = ANY(${patientIds}::uuid[])
         AND p.superseded_at IS NULL
-        AND pf.key IN ('rfm', 'value', 'recall_risk')
+        AND pf.key IN ('rfm', 'urgency_level', 'lifecycle_stage', 'treatment_history', 'referral_champion')
     `;
-    const ctx = new Map<string, { valueScore: number | null; riskScore: number | null }>();
-    // 先收旧值(回退用),rfm 命中则覆盖
+    const ctx = new Map<string, PersonaScoreCtx>();
+    const get = (id: string) =>
+      ctx.get(id) ??
+      ({ rfmSegment: null, urgencyLevel: null, lifecycleStage: null, treatmentHistory: [], isReferralChampion: false } as PersonaScoreCtx);
     for (const r of rows) {
-      const cur = ctx.get(r.patient_id) ?? { valueScore: null, riskScore: null };
-      if (r.key === 'rfm') {
-        const d = (r.data ?? {}) as { valueTier?: number; riskScore?: number };
-        if (typeof d.valueTier === 'number') cur.valueScore = d.valueTier;
-        if (typeof d.riskScore === 'number') cur.riskScore = d.riskScore;
-      } else if (r.key === 'value' && cur.valueScore === null) cur.valueScore = r.score;
-      else if (r.key === 'recall_risk' && cur.riskScore === null) cur.riskScore = r.score;
+      const cur = get(r.patient_id);
+      const d = (r.data ?? {}) as Record<string, unknown>;
+      if (r.key === 'rfm' && typeof d.segment === 'string') cur.rfmSegment = d.segment;
+      else if (r.key === 'urgency_level' && typeof d.level === 'string') cur.urgencyLevel = d.level as PersonaScoreCtx['urgencyLevel'];
+      else if (r.key === 'lifecycle_stage' && typeof d.stage === 'string') cur.lifecycleStage = d.stage;
+      else if (r.key === 'treatment_history' && Array.isArray(d.types)) cur.treatmentHistory = d.types as string[];
+      else if (r.key === 'referral_champion') cur.isReferralChampion = true;
       ctx.set(r.patient_id, cur);
     }
     return ctx;
   }
 
-  /// 拉每个 patient 最近 30 天的 plan_executions outcome(用于 likelihoodBonus)
-  private async fetchRecentExecutions(
-    patientIds: string[],
-    now: Date,
-  ): Promise<Map<string, Array<{ outcome: string }>>> {
+  /// 拉每个 patient 咨询过的治疗类别(consultation_record.intent_categories)— 主诉行为(意愿)用。
+  private async fetchConsultIntents(patientIds: string[]): Promise<Map<string, Set<string>>> {
     if (patientIds.length === 0) return new Map();
-    const cutoff = new Date(now.getTime() - 30 * 86400_000);
-    const rows = await this.prisma.$queryRaw<
-      Array<{ patient_id: string; outcome: string }>
-    >`
-      SELECT fp.patient_id, pe.outcome
-      FROM plan_executions pe
-      JOIN followup_plans fp ON fp.id = pe.plan_id
-      WHERE fp.patient_id = ANY(${patientIds}::uuid[])
-        AND pe.created_at >= ${cutoff}::timestamptz
+    const rows = await this.prisma.$queryRaw<Array<{ patient_id: string; cat: string }>>`
+      SELECT pf.patient_id, jsonb_array_elements_text(pf.content->'intent_categories') AS cat
+      FROM patient_facts pf
+      WHERE pf.patient_id = ANY(${patientIds}::uuid[])
+        AND pf.type = 'consultation_record' AND pf.status = 'active'
     `;
-    const ctx = new Map<string, Array<{ outcome: string }>>();
+    const ctx = new Map<string, Set<string>>();
     for (const r of rows) {
-      const arr = ctx.get(r.patient_id) ?? [];
-      arr.push({ outcome: r.outcome });
-      ctx.set(r.patient_id, arr);
+      const s = ctx.get(r.patient_id) ?? new Set<string>();
+      if (r.cat) s.add(r.cat);
+      ctx.set(r.patient_id, s);
     }
     return ctx;
   }