移除常驻概览并通过聊天保存订单汇总

AGENTS.md

@@ -9,7 +9,7 @@ Use `am.py` for CLI/WSGI, `logistics_chat/` for business code, and `static/css/`
 | AI | `logistics_chat/chat_service.py`: `create_chat_stream`; `logistics_chat/ai_client.py`: `post_completion` |
 | Voice input | `static/js/voice.js`: `ChatVoice.create`; `logistics_chat/speech_service.py`: `transcribe_recording`, `baidu_transcribe`; `logistics_chat/routes/speech.py` |
 | Guest identity | `static/js/visitor.js`: bootstrap and cookie recovery; `logistics_chat/visitor_service.py`: owner checks; `routes/visitor.py`: customer human support |
-| Customer login / overview | `logistics_chat/customer_service.py`: sessions, default customer bootstrap, order conversation binding; `routes/customer.py`; `static/js/customer.js`: login and logout; `static/js/overview.js`: automatic scoped overview; `order_listing.py`: `read_overview` |
+| Customer login / overview | `logistics_chat/customer_service.py`: sessions, default customer bootstrap, order conversation binding; `routes/customer.py`; `static/js/customer.js`: login and logout; `order_listing.py`: `read_overview`, `answer_overview` for chat replies |
 | Order lookup UI | `static/js/order_lookup.js`: `OrderLookup.create`; `chat.js`: `showOrderLookup`, `fillTrackCard`; `support.js`: `copyText` |
 | Chat drafts | `static/js/drafts.js`: `ChatDrafts.create`; `chat.js`: `flushDraft`, `restoreDraft`, startup recovery |
 | Knowledge | `logistics_chat/knowledge.py`: `knowledge_list`, `search_knowledge`; `docs/knowledge.md` |

docs/architecture.md

@@ -153,7 +153,7 @@ tests/                        # 按业务模块组织的回归
 
 `order_test_data.exception_reason` 是人工明确登记、允许客户查看的物流异常原因；非空表示该票有异常标记，空值表示未标记，不推断货物正常。取消、审核驳回和无轨迹均不自动标为物流异常。可直接维护此字段，不增加管理页面；旧快照未提供该字段时即使显式覆盖也保留已有原因，显式提供空字符串才清除。后续MCP适配返回相同事实即可。
 
-登录成功或恢复有效登录时，`overview.js` 自动请求既有 `/api/customer/session?overview=1` 并展开可收起的订单概览。普通会话状态查询保持原响应契约，游客响应不含订单事实。`read_overview` 复用 `scoped_orders`，在同一只读快照内计算全部订单、业务状态 PROCESSING 的履约中订单、明确异常数量和履约中订单的实际节点分布。最多5条重点订单优先列异常，其余按更新时间列履约中订单。错误状态保留重试入口，退出或换账号立即清空概览，迟到响应受请求版本和客户身份约束。概览查询不创建聊天消息，查看计数及入仓码复用现有查询入口。
+用户询问“订单概览”“我的订单情况”时，`answer_overview` 在现有聊天流中回复，沿用订单事实的登录校验与会话保存。`read_overview` 复用 `scoped_orders`，在同一只读快照内计算全部订单、业务状态 PROCESSING 的履约中订单、明确异常数量和履约中订单的实际节点分布。最多5条重点订单优先列异常，其余按更新时间列履约中订单。结果仅出现在聊天消息及对应历史中，登录和恢复登录只更新身份状态。
 
 语音反馈使用输入框上方的绝对定位浮层，不占输入区布局高度，4秒后收起。切换对话清除反馈，同一手势失败后须松开才能重新录音，Pointer、Touch 与键盘入口遵循同一规则。
 

logistics_chat/customer_service.py

@@ -3,7 +3,6 @@
 import hashlib
 import json
 import secrets
-import sqlite3
 import time
 
 from flask import g, has_app_context, jsonify, request
@@ -135,20 +134,8 @@ def bind_order_conversation(conv_id):
         connection.close()
 
 
-def session_status(include_overview=False):
-    result={'ok':True, 'authenticated':bool(g.customer), 'user':g.customer}
-    if include_overview and g.customer:
-        from .visitor_service import customer_tenant_ids
-        from .order_listing import read_overview
-        tenants=customer_tenant_ids()
-        if not tenants:
-            result['overview_error']='unlinked'
-        else:
-            try:
-                result['overview']=read_overview(tenants)
-            except sqlite3.Error:
-                result['overview_error']='unavailable'
-    return result
+def session_status():
+    return {'ok':True, 'authenticated':bool(g.customer), 'user':g.customer}
 
 
 def order_login_response():

logistics_chat/order_data.py

@@ -335,6 +335,9 @@ def answer_query(message, conv_id):
     tenants = customer_tenant_ids()
     from .order_explanations import general_explanation, detail_question, explain_order
     if not references:
+        from .order_listing import answer_overview
+        overview=answer_overview(message,tenants)
+        if overview is not None:return overview
         explanation=general_explanation(message)
         if explanation:return {'t':explanation}
     count_intent = parse_count_query(message) if not references else None

logistics_chat/order_listing.py

@@ -112,6 +112,29 @@ def read_overview(tenants):
         connection.close()
 
 
+def answer_overview(message,tenants):
+    question=re.sub(r'[\s，,。.!！?？]','',message)
+    chinese=re.fullmatch(r'(?:请|帮我|请帮我)?(?:看一下|看看|查看|查询|显示)?(?:一下)?'
+                         r'(?:(?:我|当前账号)的?|当前|现在)?(?:订单|运单)(?:概览|概况|总体情况|整体情况|情况|汇总)(?:呢|吧|吗)?',question)
+    english=re.fullmatch(r'(?:please\s+)?(?:(?:show|give)\s+(?:me\s+)?)?(?:my\s+)?(?:order|shipment)s?\s+(?:overview|summary)',message.strip(' .!?'),re.I)
+    if not chinese and not english:return None
+    if not tenants:
+        from .customer_service import order_login_response
+        return order_login_response()
+    try:
+        data=read_overview(tenants)
+    except sqlite3.Error:
+        return {'t':'订单信息暂时无法读取，请稍后重试。'}
+    lines=[f'您当前共有 {data["total"]} 票订单，履约中 {data["processing"]} 票，异常订单 {data["exceptions"]} 票。']
+    if data['stages']:
+        lines.append('履约中订单的当前实际节点：')
+        lines.extend(f'- {STAGE_LABELS[stage["code"]]}：{stage["count"]}票' for stage in data['stages'])
+    if data['orders']:
+        lines.append('重点订单（异常优先，最多5票）：')
+        lines.extend(row_text(order) for order in data['orders'])
+    return {'t':'\n'.join(lines),'_customer_data':True}
+
+
 def read_orders(tenants,query,page=1,size=5):
     """One scoped snapshot; each order occupies one actual-node bucket."""
     if not valid_filters(query):raise ValueError('Explicit filters required')

logistics_chat/routes/customer.py

@@ -9,7 +9,7 @@ bp = Blueprint('customer', __name__)
 
 @bp.get('/api/customer/session')
 def session():
-    return customer_service.session_status(include_overview=request.args.get('overview')=='1')
+    return customer_service.session_status()
 
 
 @bp.post('/api/customer/login')

static/css/chat.css

@@ -305,82 +305,3 @@ body { padding: 20px; height: 100vh; height: 100dvh; overflow: hidden; }
     .msg-action-btn { min-height: 40px; }
     .to-bottom { right: 15px; }
 }
-.customer-overview {
-    flex-shrink: 0;
-    max-height: 36%;
-    margin: 12px 32px 0;
-    overflow-y: auto;
-    border: 1px solid var(--border);
-    border-radius: 12px;
-    background: var(--surface);
-}
-.customer-overview > summary {
-    display: flex;
-    align-items: center;
-    gap: 12px;
-    position: sticky;
-    top: 0;
-    z-index: 1;
-    min-height: 44px;
-    padding: 10px 16px;
-    background: var(--surface);
-    cursor: pointer;
-    list-style: none;
-}
-.customer-overview > summary::-webkit-details-marker { display: none; }
-.customer-overview > summary::after { content: '⌄'; color: var(--muted); }
-.customer-overview[open] > summary::after { transform: rotate(180deg); }
-#customer-overview-title { flex-shrink: 0; font-weight: 650; }
-#customer-overview-summary {
-    flex: 1;
-    min-width: 0;
-    overflow: hidden;
-    text-overflow: ellipsis;
-    white-space: nowrap;
-    text-align: right;
-    font-size: 12px;
-    color: var(--secondary);
-}
-.customer-overview-body { padding: 0 16px 12px; }
-.overview-metrics { display: grid; grid-template-columns: repeat(3, minmax(0, 1fr)); gap: 8px; }
-.overview-metric {
-    display: flex;
-    flex-direction: column;
-    min-width: 0;
-    padding: 8px;
-    border: 0;
-    border-radius: 8px;
-    background: var(--surface-soft);
-    color: var(--text);
-    text-align: left;
-}
-.overview-metric strong { font-size: 21px; line-height: 1.3; }
-.overview-metric span { color: var(--secondary); font-size: 12px; }
-.overview-metric:last-child strong { color: var(--danger); }
-.overview-stages { display: flex; flex-wrap: wrap; gap: 6px 12px; margin: 10px 0; color: var(--secondary); font-size: 12px; }
-.overview-orders { display: grid; gap: 6px; }
-.overview-order {
-    display: grid;
-    grid-template-columns: minmax(0, 1fr) auto;
-    gap: 2px 10px;
-    min-width: 0;
-    min-height: 44px;
-    padding: 8px 10px;
-    border: 1px solid var(--border);
-    border-radius: 8px;
-    background: var(--surface);
-    color: var(--text);
-    text-align: left;
-}
-.overview-reference { overflow-wrap: anywhere; font-size: 13px; }
-.overview-stage { max-width: 180px; color: var(--secondary); font-size: 12px; text-align: right; }
-.overview-reason { grid-column: 1 / -1; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; color: var(--danger); font-size: 12px; }
-.overview-order.has-exception { border-left: 3px solid var(--danger); }
-.overview-refresh { margin-top: 8px; padding: 4px 0; border: 0; background: transparent; color: var(--brand-text); font-size: 12px; }
-.overview-empty { color: var(--secondary); font-size: 13px; }
-@media (max-width: 720px) {
-    .customer-overview { max-height: 32%; margin: 8px 12px 0; }
-    .customer-overview > summary { padding: 9px 12px; gap: 8px; }
-    .customer-overview-body { padding: 0 12px 10px; }
-    .overview-stage { max-width: 120px; }
-}

static/js/chat.js

@@ -43,7 +43,6 @@ let historyRequestVersion = 0;
 let followLatest = true;
 let voiceInput = null;
 let customerLogin = null;
-let customerOverview = null;
 let orderLookup = null;
 let lookupRequestVersion = 0;
 let customerRecovery = null;
@@ -314,33 +313,6 @@ const I18N = {
         footerQuote: "美国报价",
         footerException: "异常订单",
         exceptionQuery: "我有多少个异常订单？",
-        overviewTitle: "订单概览",
-        overviewTotal: "全部订单",
-        overviewProcessing: "履约中",
-        overviewExceptions: "异常订单",
-        overviewLoading: "正在查询订单…",
-        overviewUnlinked: "当前账号尚未关联订单",
-        overviewFailed: "订单概览暂时无法加载",
-        overviewRefresh: "刷新概览",
-        overviewEmpty: "当前没有履约中或已标记异常的订单。",
-        overviewAllQuery: "列出我的全部订单",
-        overviewProcessingQuery: "列出履约中的订单",
-        overviewStageLabels: {
-            DOMESTIC_RECEIVED: "已入国内仓",
-            LOADING_COMPLETED: "已完成装柜",
-            DEPARTED_WAREHOUSE: "已离开国内仓库",
-            AT_ORIGIN_PORT: "已进入起运港",
-            LOADED_ON_VESSEL: "已装船",
-            DEPARTED_ORIGIN_PORT: "已开船",
-            IN_TRANSIT: "海运途中",
-            ARRIVED_DESTINATION_PORT: "已到目的港",
-            DISCHARGED_FROM_VESSEL: "已卸船、未清关",
-            PICKUP_READY: "已清关、可提柜",
-            PICKED_UP: "已提柜",
-            EMPTY_RETURNED: "已还柜",
-            NO_ACTUAL: "暂无实际节点",
-            MIXED: "多柜进度不同"
-        },
         footerHuman: "联系人工",
         inputShort: "输入入仓码…",
         uploading: "附件正在上传，请稍候…",
@@ -458,33 +430,6 @@ const I18N = {
         footerQuote: "US quote",
         footerException: "Exception orders",
         exceptionQuery: "How many exception orders do I have?",
-        overviewTitle: "Order overview",
-        overviewTotal: "All orders",
-        overviewProcessing: "In progress",
-        overviewExceptions: "Exceptions",
-        overviewLoading: "Loading orders…",
-        overviewUnlinked: "No orders are linked to this account",
-        overviewFailed: "Order overview could not load",
-        overviewRefresh: "Refresh overview",
-        overviewEmpty: "No orders are in progress or flagged with an exception.",
-        overviewAllQuery: "List all my orders",
-        overviewProcessingQuery: "List my processing orders",
-        overviewStageLabels: {
-            DOMESTIC_RECEIVED: "Received at origin warehouse",
-            LOADING_COMPLETED: "Container loaded",
-            DEPARTED_WAREHOUSE: "Left origin warehouse",
-            AT_ORIGIN_PORT: "At origin port",
-            LOADED_ON_VESSEL: "Loaded on vessel",
-            DEPARTED_ORIGIN_PORT: "Vessel departed",
-            IN_TRANSIT: "In transit",
-            ARRIVED_DESTINATION_PORT: "At destination port",
-            DISCHARGED_FROM_VESSEL: "Discharged, awaiting clearance",
-            PICKUP_READY: "Cleared, ready for pickup",
-            PICKED_UP: "Container picked up",
-            EMPTY_RETURNED: "Empty container returned",
-            NO_ACTUAL: "No actual tracking events",
-            MIXED: "Containers at different stages"
-        },
         footerHuman: "Human support",
         inputShort: "Inbound code…",
         uploading: "Uploading your attachment…",
@@ -581,7 +526,6 @@ function applyLanguage(lang){
     if(tg) tg.title = tg.getAttribute('aria-expanded') === 'false' ? dict.sideExpand : dict.sideCollapse;
     updateHumanMode();
     if(voiceInput) voiceInput.refresh();
-    if(customerOverview) customerOverview.render();
 
     // 欢迎页（若当前显示的是欢迎页则重绘）
     if(chatDom.querySelector(".ai-welcome-card")){
@@ -2129,15 +2073,9 @@ voiceInput = ChatVoice.create({
         if(!await doSend()) voiceInput.setMode(false);
     }
 });
-customerOverview = CustomerOverview.create({fetch:fetch,text:t,
-    onQuery:function(question){window.askNewTopic(question);},
-    onLookup:function(order,button){showOrderLookup(order.inbound_code || order.order_no,order.inbound_code ? 'inbound' : 'order',button);},
-    onExpired:function(){if(customerLogin) customerLogin.refresh();}
-});
 customerLogin = CustomerLogin.create({fetch:fetch, text:t,
     onOpen:function(){ if(voiceInput) voiceInput.cancel(); if(isNarrow()){sideOpen=false;renderSidebar();} syncChatViewport(); },
     onChange:function(user,previous){
-        customerOverview.setUser(user);
         if(previous === undefined) return;
         if(previous && (!user || user.id !== previous.id)){
             const from = conversationVersion;

static/js/overview.js

@@ -1,130 +0,0 @@
-// Display a fresh, customer-scoped order overview after login or session recovery.
-var CustomerOverview = {
-    create(options){
-        const panel=document.getElementById('customer-overview');
-        const title=document.getElementById('customer-overview-title');
-        const summary=document.getElementById('customer-overview-summary');
-        const body=document.getElementById('customer-overview-body');
-        let user=null;
-        let overview=null;
-        let failure='';
-        let loading=false;
-        let requestVersion=0;
-        let controller=null;
-        panel.hidden=true;
-
-        function element(tag,className,text){
-            const node=document.createElement(tag);
-            if(className) node.className=className;
-            if(text !== undefined) node.textContent=text;
-            return node;
-        }
-
-        function queryButton(label,question,className){
-            const button=element('button',className,label);
-            button.type='button';
-            button.onclick=function(){
-                panel.open=false;
-                options.onQuery(question);
-            };
-            return button;
-        }
-
-        function render(){
-            title.textContent=options.text('overviewTitle');
-            body.innerHTML='';
-            panel.hidden=!user;
-            if(!user){summary.textContent='';return;}
-            if(!overview){
-                const key=loading ? 'overviewLoading' : failure==='unlinked' ? 'overviewUnlinked' : 'overviewFailed';
-                summary.textContent=options.text(key);
-            }else{
-                summary.textContent=options.text('overviewProcessing')+' '+overview.processing+' · '+options.text('overviewExceptions')+' '+overview.exceptions;
-                const metrics=element('div','overview-metrics');
-                for(const [key,count,question] of [
-                    ['overviewTotal',overview.total,options.text('overviewAllQuery')],
-                    ['overviewProcessing',overview.processing,options.text('overviewProcessingQuery')],
-                    ['overviewExceptions',overview.exceptions,options.text('exceptionQuery')]
-                ]){
-                    const button=queryButton('',question,'overview-metric');
-                    button.append(element('strong','',String(count)),element('span','',options.text(key)));
-                    metrics.appendChild(button);
-                }
-                body.appendChild(metrics);
-                const stages=element('div','overview-stages');
-                const labels=options.text('overviewStageLabels');
-                for(const stage of overview.stages){
-                    stages.appendChild(element('span','',labels[stage.code]+' '+stage.count));
-                }
-                body.appendChild(stages);
-                const orders=element('div','overview-orders');
-                for(const order of overview.orders){
-                    const button=element('button','overview-order');
-                    button.type='button';
-                    const reference=order.inbound_code || order.order_no;
-                    button.appendChild(element('strong','overview-reference',reference));
-                    button.appendChild(element('span','overview-stage',labels[order.stage]));
-                    if(order.exception_reason){
-                        button.classList.add('has-exception');
-                        button.appendChild(element('span','overview-reason',order.exception_reason));
-                    }
-                    button.onclick=function(){options.onLookup(order,button);};
-                    orders.appendChild(button);
-                }
-                if(!overview.orders.length) orders.appendChild(element('p','overview-empty',options.text('overviewEmpty')));
-                body.appendChild(orders);
-            }
-            const refresh=element('button','overview-refresh',options.text(loading ? 'overviewLoading' : 'overviewRefresh'));
-            refresh.type='button';
-            refresh.disabled=loading;
-            refresh.onclick=refreshOverview;
-            body.appendChild(refresh);
-        }
-
-        async function refreshOverview(){
-            if(!user || loading) return;
-            const token=++requestVersion;
-            const customerId=user.id;
-            controller=new AbortController();
-            const activeController=controller;
-            const timer=setTimeout(()=>activeController.abort(),10000);
-            loading=true;
-            failure='';
-            render();
-            try{
-                const response=await options.fetch('/api/customer/session?overview=1',{signal:activeController.signal});
-                const result=await response.json();
-                if(token!==requestVersion || !user || user.id!==customerId) return;
-                if(!response.ok || !result.ok) throw new Error('Overview unavailable');
-                if(!result.authenticated || !result.user || result.user.id!==customerId){
-                    setUser(null);
-                    if(options.onExpired) options.onExpired();
-                    return;
-                }
-                overview=result.overview || null;
-                failure=result.overview_error || (overview ? '' : 'unavailable');
-            }catch(error){
-                if(token===requestVersion){overview=null;failure='unavailable';}
-            }finally{
-                clearTimeout(timer);
-                if(token===requestVersion){controller=null;loading=false;render();}
-            }
-        }
-
-        function setUser(next){
-            if(user && next && user.id===next.id) return;
-            requestVersion+=1;
-            if(controller) controller.abort();
-            controller=null;
-            user=next;
-            overview=null;
-            failure='';
-            loading=false;
-            panel.open=Boolean(user);
-            render();
-            if(user) refreshOverview();
-        }
-
-        return {setUser:setUser,render:render};
-    }
-};

templates/index.html

@@ -38,10 +38,6 @@
                 <button type="button" id="theme-toggle" class="theme-toggle" title="切换深色/浅色">☾</button>
             </div>
         </header>
-        <details id="customer-overview" class="customer-overview" hidden>
-            <summary><span id="customer-overview-title">订单概览</span><span id="customer-overview-summary"></span></summary>
-            <div id="customer-overview-body" class="customer-overview-body"></div>
-        </details>
         <div id="chatDom" role="log" aria-live="polite" aria-label="聊天内容">
             <section class="ai-welcome-card">
                 <div class="ai-welcome-top">
@@ -104,7 +100,6 @@
 <script src="{{ url_for('static', filename='js/support.js') }}"></script>
 <script src="{{ url_for('static', filename='js/visitor.js') }}"></script>
 <script src="{{ url_for('static', filename='js/customer.js') }}"></script>
-<script src="{{ url_for('static', filename='js/overview.js') }}"></script>
 <script src="{{ url_for('static', filename='js/order_lookup.js') }}"></script>
 <script src="{{ url_for('static', filename='js/drafts.js') }}"></script>
 <script src="{{ url_for('static', filename='js/voice.js') }}"></script>

tests/frontend/chat.test.cjs

@@ -116,7 +116,6 @@ async function customerPage(pageOptions = {}){
             const data = url === '/api/new_chat' ? {id:nextConvId++, welcome:'welcome'}
                 : url === '/api/visitor/session' ? {ok:true,key:'1'.repeat(64)}
                 : url === '/api/customer/session' ? {ok:true,authenticated:Boolean(customerState),user:customerState}
-                : url === '/api/customer/session?overview=1' ? {ok:true,authenticated:Boolean(customerState),user:customerState,overview:pageOptions.overview || {total:0,processing:0,exceptions:0,stages:[],orders:[]}}
                 : url === '/api/visitor/human/request' ? (pageOptions.serviceClosed ? {ok:false,closed:true} : {ok:true, session_id:7})
                 : url.startsWith('/api/visitor/human/poll') ? state
                 : ['/api/rate', '/api/feedback', '/api/visitor/human/send', '/api/visitor/human/close', '/api/ticket'].includes(url) || url.startsWith('/api/del_history') ? {ok:true}
@@ -124,7 +123,7 @@ async function customerPage(pageOptions = {}){
             return {ok:true, json:async () => data};
         },
     });
-    for(const file of ['support.js', 'visitor.js', 'customer.js', 'overview.js', 'order_lookup.js', 'drafts.js', 'voice.js', 'chat.js']){
+    for(const file of ['support.js', 'visitor.js', 'customer.js', 'order_lookup.js', 'drafts.js', 'voice.js', 'chat.js']){
         vm.runInContext(fs.readFileSync(path.join(__dirname, '../../static/js', file), 'utf8'), context, {filename:file});
         if(file === 'voice.js'){
             const createVoice=context.ChatVoice.create;
@@ -221,53 +220,16 @@ test('the homepage and exception shortcut match the US service in both languages
     }
 });
 
-test('authenticated entry loads one overview with actionable counts and safe exception text', async () => {
-    const overview={total:9,processing:3,exceptions:2,stages:[{code:'IN_TRANSIT',count:3}],orders:[
-        {order_no:'ORDER20260001',inbound_code:'INB20260001',stage:'IN_TRANSIT',exception_reason:'<img src=x onerror=bad()>'}
-    ]};
-    const app=await customerPage({human:false,customer:{id:1,name:'admin'},overview});
-    const panel=app.element('customer-overview');
-    assert.equal(panel.hidden,false);assert.equal(panel.open,true);
-    assert.match(app.element('customer-overview-summary').textContent,/履约中 3 · 异常订单 2/);
-    assert.equal(app.calls.filter(call=>call.url==='/api/customer/session?overview=1').length,1);
-    const body=app.element('customer-overview-body');
-    assert.equal(body.querySelector('.overview-reason').innerHTML,'');
-    assert.equal(body.querySelector('.overview-reason').textContent,'<img src=x onerror=bad()>');
-    await app.click(body.querySelector('.overview-order'));
-    assert.equal(app.element('order-lookup').hidden,false);
-    assert.equal(app.element('order-reference').value,'INB20260001');
-    await app.click(app.element('order-lookup-cancel'));
-    await app.click(body.querySelectorAll('.overview-metric')[1]);
-    assert.equal(app.calls.find(call=>call.url==='/stream_chat').body.msg,'列出履约中的订单');
-    assert.equal(panel.open,false);
-});
-
-test('guest entry skips private overview and a late refresh cannot restore it after logout', async () => {
-    const guest=await customerPage({human:false});
-    assert.equal(guest.element('customer-overview').hidden,true);
-    assert.equal(guest.calls.filter(call=>call.url==='/api/customer/session?overview=1').length,0);
+test('login keeps the chat layout and an overview is requested only by a chat question', async () => {
     const app=await customerPage({human:false,customer:{id:1,name:'admin'}});
-    let resolve;
-    app.hooks['/api/customer/session?overview=1']=()=>new Promise(done=>{resolve=done;});
-    app.element('customer-overview-body').querySelector('.overview-refresh').click();
-    app.hooks['/api/customer/logout']=()=>response({ok:true,authenticated:false,user:null});
-    await app.click(app.element('customer-account'));
-    resolve(response({ok:true,authenticated:true,user:{id:1,name:'admin'},overview:{total:99,processing:99,exceptions:99,stages:[],orders:[]}}));
+    assert.equal(app.calls.filter(call=>call.url.includes('overview=1') || call.url==='/stream_chat').length,0);
+    const template=fs.readFileSync(path.join(__dirname,'../../templates/index.html'),'utf8');
+    assert.doesNotMatch(template,/customer-overview|js\/overview\.js/);
+    await app.context.window.fillInput('我的订单概览');
     await flush();
-    assert.equal(app.element('customer-overview').hidden,true);
-    assert.equal(app.element('customer-overview-body').textContent,'');
-    assert.doesNotMatch(app.element('customer-overview-summary').textContent,/99/);
-});
-
-test('overview failure can retry and account data stays out of its error state', async () => {
-    const app=await customerPage({human:false,customer:{id:1,name:'admin'}});
-    app.hooks['/api/customer/session?overview=1']=()=>response({ok:false},503);
-    await app.element('customer-overview-body').querySelector('.overview-refresh').click();
-    assert.match(app.element('customer-overview-summary').textContent,/暂时无法加载/);
-    assert.equal(app.element('customer-overview-body').querySelector('.overview-metric'),null);
-    delete app.hooks['/api/customer/session?overview=1'];
-    await app.element('customer-overview-body').querySelector('.overview-refresh').click();
-    assert.match(app.element('customer-overview-summary').textContent,/履约中 0/);
+    assert.equal(app.calls.filter(call=>call.url==='/stream_chat').length,1);
+    assert.equal(app.calls.find(call=>call.url==='/stream_chat').body.msg,'我的订单概览');
+    assert.match(app.element('chatDom').textContent,/测试 AI 回复/);
 });
 
 test('voice errors use a floating notice without changing the composer status', async () => {

tests/test_order_statistics.py

@@ -57,25 +57,28 @@ class OrderStatisticsTests(unittest.TestCase):
                 self.assertTrue(self.ask(q)['login_required'])
             read.assert_not_called()
 
-    def test_session_overview_is_opt_in_scoped_prioritized_and_not_cached(self):
+    def test_overview_is_requested_in_chat_and_saved_in_customer_protected_history(self):
         with patch('logistics_chat.order_listing.read_overview') as read:
-            guest=self.client.get('/api/customer/session?overview=1&tenant_id=b',headers={'X-Tenant-Id':'b'})
-            self.assertFalse(guest.json['authenticated'])
-            self.assertNotIn('overview',guest.json)
+            for question in ('我的订单概览','查看订单情况','Order overview'):
+                self.assertTrue(self.ask(question)['login_required'])
             read.assert_not_called()
         self.login()
-        self.assertNotIn('overview',self.client.get('/api/customer/session').json)
-        response=self.client.get('/api/customer/session?overview=1&tenant_id=b',headers={'X-Tenant-Id':'b'})
-        overview=response.json['overview']
+        with patch('logistics_chat.order_listing.read_overview') as read:
+            self.assertNotIn('overview',self.client.get('/api/customer/session?overview=1').json)
+            read.assert_not_called()
+        cid=self.client.post('/api/new_chat').json['id']
+        text=self.ask('我的订单概览',cid)['t']
+        self.assertIn('共有 16 票订单，履约中 12 票，异常订单 7 票',text)
+        self.assertIn('船舶已到目的港：10票',text)
+        self.assertEqual(text.count('- 入仓码：'),5)
+        self.assertEqual(text.count('异常原因：'),5)
+        response=self.client.get('/api/get_messages',query_string={'conv_id':cid})
         self.assertIn('no-store',response.headers['Cache-Control'])
-        self.assertEqual((overview['total'],overview['processing'],overview['exceptions']),(16,12,7))
-        self.assertEqual(sum(stage['count'] for stage in overview['stages']),12)
-        self.assertEqual(len(overview['orders']),5)
-        self.assertTrue(all(order['exception_reason'] for order in overview['orders']))
-        self.assertNotIn('SECRET',response.get_data(as_text=True))
-        self.assertNotIn('tenant_id',response.get_data(as_text=True))
+        self.assertTrue(any(row['role']=='assistant' and row['content']==text for row in response.json))
         self.client.post('/api/customer/logout')
-        self.assertNotIn('overview',self.client.get('/api/customer/session?overview=1').json)
+        self.assertEqual(self.client.get('/api/get_messages',query_string={'conv_id':cid}).json,[])
+        self.login()
+        self.assertTrue(any(row['content']==text for row in self.client.get('/api/get_messages',query_string={'conv_id':cid}).json))
 
     def test_overview_keeps_old_exception_ahead_of_new_processing_orders_and_refreshes(self):
         self.login()
@@ -83,23 +86,24 @@ class OrderStatisticsTests(unittest.TestCase):
             c=db.connect()
             c.execute("UPDATE order_test_data SET exception_reason=NULL WHERE tenant_id='a' AND order_no<>'STAT20260000'")
             c.commit();c.close()
-        overview=self.client.get('/api/customer/session?overview=1').json['overview']
+        from logistics_chat.order_listing import read_overview
+        with self.app.app_context():overview=read_overview(('a',))
         self.assertEqual(overview['orders'][0]['order_no'],'STAT20260000')
         self.assertEqual(len({order['order_no'] for order in overview['orders']}),5)
         with self.app.app_context():
             c=db.connect()
             order_data.import_records(c,[{'tenant_id':'a','order_no':'NEW20260001','status':'PROCESSING','exception_reason':'资料待核实'}])
             c.commit();c.close()
-        refreshed=self.client.get('/api/customer/session?overview=1').json['overview']
-        self.assertEqual((refreshed['total'],refreshed['processing'],refreshed['exceptions']),(17,13,2))
+        refreshed=self.ask('订单概览')['t']
+        self.assertIn('共有 17 票订单，履约中 13 票，异常订单 2 票',refreshed)
 
     def test_overview_read_failure_keeps_login_available_and_no_facts_leak(self):
         self.login()
         with patch('logistics_chat.order_listing.read_overview',side_effect=sqlite3.OperationalError('private details')):
-            result=self.client.get('/api/customer/session?overview=1').json
-        self.assertTrue(result['authenticated'])
-        self.assertEqual(result['overview_error'],'unavailable')
-        self.assertNotIn('overview',result)
+            result=self.ask('订单概览')
+        self.assertTrue(self.client.get('/api/customer/session').json['authenticated'])
+        self.assertIn('暂时无法读取',result['t'])
+        self.assertNotIn('共有',result['t'])
         self.assertNotIn('private details',str(result))
 
     def test_summaries_show_at_most_five_recent_rows_and_keep_intersecting_filters(self):