feat(ai): Phase 2A-3 随访页 AI 辅助生成小结 — SSE 端点 + 前端集成

- AnalysisType 新增 FollowUpSummary 变体（as_str/prompt_name）
- HealthDataProvider 新增 get_follow_up_summary_data() + FollowUpSummaryDataDto
- erp-health 实现随访数据查询（task + records + PII 解密）
- 新增 /ai/analyze/follow-up-summary SSE 端点
- SanitizationService 新增 sanitize_follow_up_data()
- 前端 analysisSse.ts/AiAnalysisCard 支持 follow-up-summary 类型
- FollowUpTaskList 操作列新增「AI 小结」按钮

apps/web/src/api/ai/analysisSse.ts

@@ -1,9 +1,10 @@
-export type AnalysisType = 'lab-report' | 'trends' | 'checkup-plan' | 'report-summary';
+export type AnalysisType = 'lab-report' | 'trends' | 'checkup-plan' | 'report-summary' | 'follow-up-summary';
 
 interface AnalyzeBody {
   report_id?: string;
   patient_id?: string;
   metrics?: string[];
+  source_id?: string;
 }
 
 const ENDPOINT_MAP: Record<AnalysisType, string> = {
@@ -11,6 +12,7 @@ const ENDPOINT_MAP: Record<AnalysisType, string> = {
   'trends': '/ai/analyze/trends',
   'checkup-plan': '/ai/analyze/checkup-plan',
   'report-summary': '/ai/analyze/report-summary',
+  'follow-up-summary': '/ai/analyze/follow-up-summary',
 };
 
 export interface SseCallbacks {

apps/web/src/components/ai/AiAnalysisCard.tsx

@@ -11,6 +11,7 @@ export interface AiAnalysisCardProps {
   triggerLabel?: string;
   permission?: string;
   metrics?: string[];
+  taskId?: string;
 }
 
 type AnalysisState = 'idle' | 'loading' | 'success' | 'error';
@@ -21,6 +22,7 @@ export function AiAnalysisCard({
   triggerLabel = 'AI 分析',
   permission = 'ai.analysis.manage',
   metrics,
+  taskId,
 }: AiAnalysisCardProps) {
   const [state, setState] = useState<AnalysisState>('idle');
   const [content, setContent] = useState('');
@@ -38,6 +40,9 @@ export function AiAnalysisCard({
     if (analysisType === 'trends' || analysisType === 'checkup-plan') {
       body.patient_id = sourceRef;
     }
+    if (analysisType === 'follow-up-summary') {
+      body.source_id = taskId || sourceRef;
+    }
     if (metrics) {
       body.metrics = metrics;
     }
@@ -55,7 +60,7 @@ export function AiAnalysisCard({
       setErrorMsg('分析请求失败');
       setState('error');
     }
-  }, [analysisType, sourceRef, metrics]);
+  }, [analysisType, sourceRef, metrics, taskId]);
 
   const handleReset = useCallback(() => {
     setState('idle');

apps/web/src/pages/health/FollowUpTaskList.tsx

@@ -11,7 +11,7 @@ import {
   Space,
   Popconfirm,
 } from 'antd';
-import { PlusOutlined, EditOutlined, SwapOutlined, DeleteOutlined } from '@ant-design/icons';
+import { PlusOutlined, EditOutlined, SwapOutlined, DeleteOutlined, ThunderboltOutlined } from '@ant-design/icons';
 import type { ColumnsType, TablePaginationConfig } from 'antd/es/table';
 import { dayjs } from '../../utils/dayjs';
 import { followUpApi, type FollowUpTask, type CreateFollowUpTaskReq, type UpdateFollowUpTaskReq } from '../../api/health/followUp';
@@ -26,6 +26,7 @@ import { formatDate, formatDateTime } from '../../utils/format';
 import { usePaginatedData } from '../../hooks/usePaginatedData';
 import { useApiRequest } from '../../hooks/useApiRequest';
 import { useDictionary } from '../../hooks/useDictionary';
+import { AiAnalysisCard } from '../../components/ai/AiAnalysisCard';
 
 const STATUS_OPTIONS = [
   { value: 'pending', label: '待处理' },
@@ -117,6 +118,9 @@ export default function FollowUpTaskList() {
   const [assignForm] = Form.useForm<AssignFormValues>();
   const [assignTask, setAssignTask] = useState<FollowUpTask | null>(null);
 
+  // AI summary state
+  const [aiSummaryTaskId, setAiSummaryTaskId] = useState<string | null>(null);
+
   // --- Handlers ---
   const handleTableChange = (pagination: TablePaginationConfig) => {
     refresh(pagination.current ?? 1);
@@ -280,7 +284,7 @@ export default function FollowUpTaskList() {
     {
       title: '操作',
       key: 'actions',
-      width: 220,
+      width: 280,
       render: (_: unknown, record: FollowUpTask) => (
         <AuthButton code="health.follow-up.manage">
           <Space size={4}>
@@ -292,6 +296,14 @@ export default function FollowUpTaskList() {
             >
               填写记录
             </Button>
+            <Button
+              type="link"
+              size="small"
+              icon={<ThunderboltOutlined />}
+              onClick={() => setAiSummaryTaskId(aiSummaryTaskId === record.id ? null : record.id)}
+            >
+              AI 小结
+            </Button>
             <Button
               type="link"
               size="small"
@@ -394,6 +406,18 @@ export default function FollowUpTaskList() {
         scroll={{ x: 980 }}
       />
 
+      {/* AI 随访小结 */}
+      {aiSummaryTaskId && (
+        <div style={{ marginTop: 16 }}>
+          <AiAnalysisCard
+            analysisType="follow-up-summary"
+            sourceRef={aiSummaryTaskId}
+            taskId={aiSummaryTaskId}
+            triggerLabel="AI 生成随访小结"
+          />
+        </div>
+      )}
+
       {/* Create Task Modal */}
       <Modal
         title="新建随访任务"

crates/erp-ai/src/dto/mod.rs

@@ -19,6 +19,7 @@ pub enum AnalysisType {
     Trends,
     CheckupPlan,
     ReportSummary,
+    FollowUpSummary,
 }
 
 impl AnalysisType {
@@ -28,6 +29,7 @@ impl AnalysisType {
             Self::Trends => "trend",
             Self::CheckupPlan => "checkup_plan",
             Self::ReportSummary => "report_summary",
+            Self::FollowUpSummary => "follow_up_summary",
         }
     }
 
@@ -37,6 +39,7 @@ impl AnalysisType {
             Self::Trends => "health_trend_analysis",
             Self::CheckupPlan => "personalized_checkup_plan",
             Self::ReportSummary => "report_summary_generation",
+            Self::FollowUpSummary => "follow_up_summary_generation",
         }
     }
 }
@@ -161,6 +164,7 @@ mod tests {
         assert_eq!(AnalysisType::Trends.as_str(), "trend");
         assert_eq!(AnalysisType::CheckupPlan.as_str(), "checkup_plan");
         assert_eq!(AnalysisType::ReportSummary.as_str(), "report_summary");
+        assert_eq!(AnalysisType::FollowUpSummary.as_str(), "follow_up_summary");
     }
 
     // ---- AnalysisType::prompt_name ----
@@ -180,6 +184,10 @@ mod tests {
             AnalysisType::ReportSummary.prompt_name(),
             "report_summary_generation"
         );
+        assert_eq!(
+            AnalysisType::FollowUpSummary.prompt_name(),
+            "follow_up_summary_generation"
+        );
     }
 
     // ---- AnalysisType serde round-trip ----
@@ -191,6 +199,7 @@ mod tests {
             AnalysisType::Trends,
             AnalysisType::CheckupPlan,
             AnalysisType::ReportSummary,
+            AnalysisType::FollowUpSummary,
         ];
         for t in types {
             let json = serde_json::to_string(&t).unwrap();

crates/erp-ai/src/handler/mod.rs

@@ -52,6 +52,7 @@ pub struct AnalyzeBody {
     pub report_id: Option<uuid::Uuid>,
     pub patient_id: Option<uuid::Uuid>,
     pub metrics: Option<Vec<String>>,
+    pub source_id: Option<uuid::Uuid>,
 }
 
 // === SSE 分析端点 ===
@@ -378,6 +379,83 @@ where
     Ok(Sse::new(sse_stream).keep_alive(KeepAlive::default()))
 }
 
+#[utoipa::path(
+    post,
+    path = "/ai/analyze/follow-up-summary",
+    request_body = AnalyzeBody,
+    responses((status = 200, description = "SSE 随访小结生成流")),
+    tag = "AI 分析",
+    security(("bearer_auth" = [])),
+)]
+pub async fn stream_follow_up_summary<S>(
+    State(state): State<AiState>,
+    Extension(ctx): Extension<TenantContext>,
+    Json(body): Json<AnalyzeBody>,
+) -> Result<Sse<impl futures::Stream<Item = Result<Event, Infallible>>>, erp_core::error::AppError>
+where
+    AiState: FromRef<S>,
+    S: Clone + Send + Sync + 'static,
+{
+    require_permission(&ctx, "ai.analysis.manage")?;
+    let task_id = body
+        .source_id
+        .ok_or_else(|| erp_core::error::AppError::Validation("source_id (task_id) 必填".into()))?;
+
+    let data = state
+        .health_provider
+        .get_follow_up_summary_data(ctx.tenant_id, task_id)
+        .await?;
+
+    if data.records.is_empty() {
+        return Err(erp_core::error::AppError::Validation(
+            "该随访任务尚无随访记录，无法生成小结。请先填写至少一条随访记录。".into(),
+        ));
+    }
+
+    let sanitized_data = state.analysis.sanitizer.sanitize_follow_up_data(&data)?;
+
+    let prompt = state
+        .prompt
+        .get_active_prompt(ctx.tenant_id, "follow_up_summary_generation")
+        .await?;
+
+    let model_config = &prompt.model_config;
+    let (model, temperature, max_tokens) =
+        resolve_model_config(model_config, ctx.tenant_id, &state.db).await;
+
+    let (stream, analysis_id, _) = state
+        .analysis
+        .stream_analyze(
+            ctx.tenant_id,
+            ctx.user_id,
+            data.patient_id,
+            AnalysisType::FollowUpSummary,
+            task_id.to_string(),
+            prompt.system_prompt,
+            prompt.user_prompt_template,
+            sanitized_data,
+            model,
+            temperature,
+            max_tokens,
+        )
+        .await?;
+
+    let analysis_id_clone = analysis_id;
+    let state_clone = state.clone();
+    let patient_id_clone = data.patient_id;
+
+    let sse_stream = build_sse_stream(
+        stream,
+        analysis_id_clone,
+        state_clone,
+        "follow_up_summary",
+        ctx.tenant_id,
+        patient_id_clone,
+        ctx.user_id,
+    );
+    Ok(Sse::new(sse_stream).keep_alive(KeepAlive::default()))
+}
+
 // === 分析历史 ===
 
 #[derive(Debug, Deserialize, utoipa::IntoParams)]

crates/erp-ai/src/module.rs

@@ -426,6 +426,10 @@ impl AiModule {
                 "/ai/analyze/report-summary",
                 axum::routing::post(crate::handler::stream_report_summary),
             )
+            .route(
+                "/ai/analyze/follow-up-summary",
+                axum::routing::post(crate::handler::stream_follow_up_summary),
+            )
             .route(
                 "/ai/analysis/history",
                 axum::routing::get(crate::handler::list_analysis),

crates/erp-ai/src/sanitization/mod.rs

@@ -1,5 +1,6 @@
 use erp_core::health_provider::{
-    HealthReportDto, LabReportDto, PatientSummaryDto, TrendAnalysisDto, VitalSignDto,
+    FollowUpSummaryDataDto, HealthReportDto, LabReportDto, PatientSummaryDto, TrendAnalysisDto,
+    VitalSignDto,
 };
 use serde_json::Value;
 
@@ -56,6 +57,13 @@ impl SanitizationService {
         Ok(sanitized)
     }
 
+    pub fn sanitize_follow_up_data(&self, data: &FollowUpSummaryDataDto) -> AiResult<Value> {
+        let sanitized = serde_json::to_value(data)
+            .map_err(|e| AiError::SanitizationError(format!("序列化失败: {e}")))?;
+        self.verify_no_pii(&sanitized)?;
+        Ok(sanitized)
+    }
+
     /// 二次验证: 确保没有意外泄漏的 PII
     fn verify_no_pii(&self, value: &Value) -> AiResult<()> {
         let pii_keys = [

crates/erp-ai/tests/agent_test.rs

@@ -9,9 +9,9 @@ use erp_ai::dto::{AgentGenerateResponse, ChatMessage, ChatMessageRole, ToolCall,
 use erp_ai::error::AiResult;
 use erp_ai::provider::AiProvider;
 use erp_core::health_provider::{
-    AppointmentSummaryDto, HealthDataProvider, HealthReportDto, LabItemDto, LabReportDto,
+    AppointmentSummaryDto, FollowUpSummaryDataDto, HealthDataProvider, HealthReportDto, LabItemDto,
-    LabReportListItemDto, MedicationSummaryDto, PatientSummaryDto, TimeRange, TrendAnalysisDto,
+    LabReportDto, LabReportListItemDto, MedicationSummaryDto, PatientSummaryDto, TimeRange,
-    VitalSignDto,
+    TrendAnalysisDto, VitalSignDto,
 };
 use futures::Stream;
 use std::pin::Pin;
@@ -195,6 +195,13 @@ impl HealthDataProvider for MockHealthDataProvider {
     ) -> erp_core::error::AppResult<Vec<LabReportListItemDto>> {
         Ok(vec![])
     }
+    async fn get_follow_up_summary_data(
+        &self,
+        _tenant_id: Uuid,
+        _task_id: Uuid,
+    ) -> erp_core::error::AppResult<FollowUpSummaryDataDto> {
+        unimplemented!()
+    }
 }
 
 // === 测试 ===

crates/erp-core/src/health_provider.rs

@@ -61,6 +61,13 @@ pub trait HealthDataProvider: Send + Sync {
         patient_id: Uuid,
         limit: u64,
     ) -> AppResult<Vec<LabReportListItemDto>>;
+
+    /// 获取随访摘要数据（任务 + 已有记录，用于 AI 生成小结）
+    async fn get_follow_up_summary_data(
+        &self,
+        tenant_id: Uuid,
+        task_id: Uuid,
+    ) -> AppResult<FollowUpSummaryDataDto>;
 }
 
 // === DTO 定义 ===
@@ -200,3 +207,22 @@ pub struct LabReportListItemDto {
     pub report_date: String,
     pub abnormal_count: usize,
 }
+
+#[derive(Debug, Clone, Serialize, Deserialize)]
+pub struct FollowUpSummaryDataDto {
+    pub task_id: Uuid,
+    pub patient_id: Uuid,
+    pub follow_up_type: String,
+    pub planned_date: String,
+    pub task_status: String,
+    pub records: Vec<FollowUpRecordDto>,
+}
+
+#[derive(Debug, Clone, Serialize, Deserialize)]
+pub struct FollowUpRecordDto {
+    pub executed_date: String,
+    pub result: String,
+    pub patient_condition: Option<String>,
+    pub medical_advice: Option<String>,
+    pub next_follow_up_date: Option<String>,
+}

crates/erp-health/src/health_provider_impl.rs

@@ -3,17 +3,18 @@ use chrono::Datelike;
 use erp_core::crypto::{self as pii, PiiCrypto};
 use erp_core::error::{AppError, AppResult};
 use erp_core::health_provider::{
-    AnomalyInfo, AppointmentSummaryDto, HealthDataProvider, HealthReportDto, LabItemDto,
+    AnomalyInfo, AppointmentSummaryDto, FollowUpRecordDto, FollowUpSummaryDataDto,
-    LabReportDto, LabReportListItemDto, MedicationSummaryDto, MetricTrendAnalysis,
+    HealthDataProvider, HealthReportDto, LabItemDto, LabReportDto, LabReportListItemDto,
-    PatientSummaryDto, RegressionStats, ReportSectionDto, TimeRange, TrendAnalysisDto,
+    MedicationSummaryDto, MetricTrendAnalysis, PatientSummaryDto, RegressionStats,
-    TrendDirection, VitalSignDto,
+    ReportSectionDto, TimeRange, TrendAnalysisDto, TrendDirection, VitalSignDto,
 };
 use num_traits::ToPrimitive;
 use sea_orm::{ColumnTrait, EntityTrait, QueryFilter, QueryOrder, QuerySelect};
 use uuid::Uuid;
 
 use crate::entity::{
-    appointment, diagnosis, health_record, lab_report, medication_record, patient, vital_signs,
+    appointment, diagnosis, follow_up_record, follow_up_task, health_record, lab_report,
+    medication_record, patient, vital_signs,
 };
 
 pub struct HealthDataProviderImpl {
@@ -668,4 +669,50 @@ impl HealthDataProvider for HealthDataProviderImpl {
 
         Ok(result)
     }
+
+    async fn get_follow_up_summary_data(
+        &self,
+        tenant_id: Uuid,
+        task_id: Uuid,
+    ) -> AppResult<FollowUpSummaryDataDto> {
+        let task = follow_up_task::Entity::find_by_id(task_id)
+            .filter(follow_up_task::Column::TenantId.eq(tenant_id))
+            .filter(follow_up_task::Column::DeletedAt.is_null())
+            .one(&self.db)
+            .await?
+            .ok_or_else(|| AppError::NotFound(format!("随访任务 {task_id} 不存在")))?;
+
+        let records = follow_up_record::Entity::find()
+            .filter(follow_up_record::Column::TaskId.eq(task_id))
+            .filter(follow_up_record::Column::DeletedAt.is_null())
+            .order_by_asc(follow_up_record::Column::ExecutedDate)
+            .all(&self.db)
+            .await?;
+
+        let kek = self.crypto.kek();
+        let record_dtos: Vec<FollowUpRecordDto> = records
+            .into_iter()
+            .map(|r| {
+                let decrypt_text = |enc: &str| -> String {
+                    pii::decrypt(kek, enc).unwrap_or_else(|_| enc.to_string())
+                };
+                FollowUpRecordDto {
+                    executed_date: r.executed_date.to_string(),
+                    result: pii::decrypt(kek, &r.result).unwrap_or_else(|_| r.result.clone()),
+                    patient_condition: r.patient_condition.as_deref().map(decrypt_text),
+                    medical_advice: r.medical_advice.as_deref().map(decrypt_text),
+                    next_follow_up_date: r.next_follow_up_date.map(|d| d.to_string()),
+                }
+            })
+            .collect();
+
+        Ok(FollowUpSummaryDataDto {
+            task_id: task.id,
+            patient_id: task.patient_id,
+            follow_up_type: task.follow_up_type,
+            planned_date: task.planned_date.to_string(),
+            task_status: task.status,
+            records: record_dtos,
+        })
+    }
 }