feat: 2026-04-15~04-20 累积变更基线 — 多主线合流

主线 1: rns1-customer-coach-api + 04-miniapp-core-business 后端实施
  - 新增 GET /xcx/coaches/{id}/banner 轻量接口
  - performance/records 加 coach_id 参数 + view_board_coach 权限分流
  - coach/customer/performance/board/task 服务层重构
  - fdw_queries 结算单粒度聚合 + consumption_summary 视图统一
  - task_generator 回访宽限 72h + UPSERT 替代策略 + Step 5 保底清理
  - recall_detector settle_type=3 双重限制 + 门店级 resolved

主线 2: 小程序权限分流 + 新增 coach-service-records 管理者视角业绩明细页
  - perf-progress 共享模块去重 task-list/coach-detail 动画逻辑
  - isScattered 散客标记端到端
  - foodDetail/phoneFull/creator* 字段透传

主线 3: P19 指数回测框架 Phase 1+2
  - 3 个指数表 stat_date 日快照模式
  - 新增 DWS_INDEX_BACKFILL / DWS_TASK_SIMULATION 工具任务
  - task_engine 升级 HTTP 实时 + 推演回测双模式

主线 4: Core 维度层启用
  - 新增 CORE_DIM_SYNC 任务（DWD → core 4 维度表）
  - 修复 app 视图空查询问题

主线 5: member_project_tag 改为 LAST_30_VISITS 消费次数窗口

主线 6: 2 个迁移 SQL 已执行（stat_date + member_project_tag 新窗口）
  - schema 基线与 DDL 快照同步

主线 7: 开发机路径迁移 C:\NeoZQYY → C:\Project\NeoZQYY（约 95% 改动量）

附带: 新建运维脚本（churned_customer_report / simulate_historical_tasks /
      backfill_index_snapshots）+ tools/task-analysis/ 任务分析工具

合计 157 文件。未包含中间产物（tmp/ .playwright-mcp/ inspect-* excel/sheet 分析 txt）。
审计记录见下一个 commit。

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

apps/backend/app/services/fdw_queries.py

@@ -180,10 +180,9 @@ def get_last_visit_days(
     """
     批量查询客户距上次到店天数。
 
-    来源: app.v_dwd_assistant_service_log。
-    废单排除: is_delete = 0（RLS 视图使用 is_delete 而非 is_trash）。
-    时间字段: create_time（对应 design.md 中的 settle_time）。
-    会员字段: tenant_member_id（对应 design.md 中的 member_id）。
+    来源: app.v_dws_member_consumption_summary.days_since_last（基于结算单）。
+    FIX: 原查 v_dwd_assistant_service_log 导致无助教服务的客户缺失到店记录。
+    consumption_summary 按 stat_date 有多行快照，取最新一行。
 
     返回 {member_id: days_since_visit} 映射，无记录的会员不在结果中。
     """
@@ -194,16 +193,20 @@ def get_last_visit_days(
     with _fdw_context(conn, site_id, etl_conn=etl_conn) as cur:
         cur.execute(
             """
-            SELECT tenant_member_id,
-                   CURRENT_DATE - MAX(create_time::date) AS days_since_visit
-            FROM app.v_dwd_assistant_service_log
-            WHERE tenant_member_id = ANY(%s) AND is_delete = 0
-            GROUP BY tenant_member_id
+            SELECT member_id, days_since_last
+            FROM app.v_dws_member_consumption_summary
+            WHERE member_id = ANY(%s)
+              AND days_since_last IS NOT NULL
+            ORDER BY member_id, stat_date DESC
             """,
             (member_ids,),
         )
+        seen: set[int] = set()
         for row in cur.fetchall():
-            result[row[0]] = row[1]
+            mid = row[0]
+            if mid not in seen:
+                seen.add(mid)
+                result[mid] = row[1]
 
     return result
 
@@ -415,19 +418,24 @@ def batch_query_for_task_list(
             for row in cur.fetchall():
                 balance_map[row[0]] = Decimal(str(row[1])) if row[1] is not None else Decimal("0")
 
-            # 3. 最后到店天数
+            # 3. 最后到店天数（基于消费汇总表，口径=结算单）
+            # FIX: 原查 v_dwd_assistant_service_log 导致无助教服务的客户缺失到店记录
             cur.execute(
                 """
-                SELECT tenant_member_id,
-                       CURRENT_DATE - MAX(create_time::date) AS days_since_visit
-                FROM app.v_dwd_assistant_service_log
-                WHERE tenant_member_id = ANY(%s) AND is_delete = 0
-                GROUP BY tenant_member_id
+                SELECT member_id, days_since_last
+                FROM app.v_dws_member_consumption_summary
+                WHERE member_id = ANY(%s)
+                  AND days_since_last IS NOT NULL
+                ORDER BY member_id, stat_date DESC
                 """,
                 (member_ids,),
             )
+            seen_members: set[int] = set()
             for row in cur.fetchall():
-                last_visit_map[row[0]] = row[1]
+                mid = row[0]
+                if mid not in seen_members:
+                    seen_members.add(mid)
+                    last_visit_map[mid] = row[1]
 
             # 4. RS 指数
             cur.execute(
@@ -687,6 +695,63 @@ def get_level_map(conn: Any, site_id: int) -> dict[int, str]:
         return {}
 
 
+@trace_service(description_zh="获取服务记录汇总", description_en="Get service records summary")
+def get_service_records_summary(
+    conn: Any,
+    site_id: int,
+    assistant_id: int,
+    year: int,
+    month: int,
+) -> dict:
+    """
+    单条 SQL 直接聚合月度汇总：count / sum(hours) / sum(income)。
+
+    用途：替代"先拉全量再 Python 算 summary"的高耗模式（PERF-2）。
+    口径与 get_service_records 完全一致（同表/同 JOIN/同费率公式）。
+    返回 { total_count, total_hours, total_hours_raw, total_income }；
+    total_hours_raw 暂沿用 0.0（DWD 层服务记录无折前时长字段）。
+    """
+    start_date = f"{year}-{month:02d}-01"
+    if month == 12:
+        end_date = f"{year + 1}-01-01"
+    else:
+        end_date = f"{year}-{month + 1:02d}-01"
+
+    with _fdw_context(conn, site_id) as cur:
+        cur.execute(
+            """
+            SELECT COUNT(*),
+                   COALESCE(SUM(sl.income_seconds / 3600.0), 0),
+                   COALESCE(SUM(
+                       CASE
+                           WHEN sl.skill_name ILIKE '%%激励%%' OR sl.skill_name ILIKE '%%超休%%'
+                           THEN (sl.income_seconds / 3600.0) * COALESCE(sc.bonus_course_price * (1 - sc.bonus_deduction_ratio), 0)
+                           ELSE (sl.income_seconds / 3600.0) * COALESCE(sc.base_course_price - sc.base_deduction, 0)
+                       END
+                   ), 0)
+            FROM app.v_dwd_assistant_service_log sl
+            LEFT JOIN app.v_dws_assistant_salary_calc sc
+                ON sl.site_assistant_id = sc.assistant_id
+                AND date_trunc('month', sl.create_time)::date = sc.salary_month
+            WHERE sl.site_assistant_id = %s AND sl.is_delete = 0
+              AND sl.create_time >= %s::timestamptz
+              AND sl.create_time < %s::timestamptz
+            """,
+            (assistant_id, start_date, end_date),
+        )
+        row = cur.fetchone()
+
+    if not row:
+        return {"total_count": 0, "total_hours": 0.0, "total_hours_raw": 0.0, "total_income": 0.0}
+
+    return {
+        "total_count": int(row[0] or 0),
+        "total_hours": round(float(row[1] or 0), 2),
+        "total_hours_raw": 0.0,  # DWD 层无折前时长字段；与原 compute_summary 行为一致
+        "total_income": round(float(row[2] or 0), 2),
+    }
+
+
 @trace_service(description_zh="获取服务记录", description_en="Get service records")
 def get_service_records(
     conn: Any,
@@ -1008,57 +1073,72 @@ def get_consumption_records(
     """
     查询客户消费记录（CUST-1 consumptionRecords 用）。
 
-    来源: app.v_dwd_assistant_service_log + v_dwd_settlement_head + v_dim_assistant。
-    ⚠️ DWD-DOC 规则 1: totalAmount 使用 ledger_amount（来自 service_log）。
-    ⚠️ DWD-DOC 规则 2: coaches fee 使用 assistant_pd_money / assistant_cx_money（来自 settlement_head）。
-    ⚠️ 费用拆分字段（table_charge_money, goods_money, settle_type）来自 settlement_head。
+    按结算单（order_settle_id）粒度返回，同一结算单下的多个助教聚合到 coaches 数组。
+    来源: v_dwd_settlement_head + v_dwd_assistant_service_log + v_dim_assistant。
+    ⚠️ DWD-DOC 规则 1: totalAmount 使用 SUM(ledger_amount)（items_sum 口径）。
     ⚠️ 废单排除: is_delete = 0。
     ⚠️ 正向交易: settle_type IN (1, 3)。
-    ⚠️ DQ-6: 助教姓名通过 v_dim_assistant 获取。
     """
     records: list[dict] = []
-    # CHANGE 2026-03-29 | CUST-3: 支持按月份过滤消费记录
     date_clause = ""
     date_params: list = []
     if start_date:
-        date_clause += " AND sl.create_time >= %s::timestamptz"
+        date_clause += " AND sh.create_time >= %s::timestamptz"
         date_params.append(start_date)
     if end_date:
-        date_clause += " AND sl.create_time < %s::timestamptz"
+        date_clause += " AND sh.create_time < %s::timestamptz"
         date_params.append(end_date)
 
     with _fdw_context(conn, site_id, etl_conn=etl_conn) as cur:
         cur.execute(
             f"""
-            SELECT sl.assistant_service_id AS id,
-                   sl.create_time AS settle_time,
-                   sl.start_use_time AS start_time,
-                   sl.last_use_time AS end_time,
-                   sl.income_seconds / 3600.0 AS service_hours,
-                   sl.ledger_amount AS total_amount,
-                   sl.skill_name AS course_type,
-                   sl.site_table_id AS table_id,
-                   sl.site_assistant_id AS assistant_id,
-                   COALESCE(da.nickname, da.real_name, '') AS assistant_name,
-                   da.level AS assistant_level,
+            SELECT sh.order_settle_id AS id,
+                   sh.create_time AS settle_time,
+                   MIN(sl.start_use_time) AS start_time,
+                   MAX(sl.last_use_time) AS end_time,
+                   SUM(sl.income_seconds) / 3600.0 AS service_hours,
+                   SUM(sl.ledger_amount) AS total_amount,
+                   MIN(sl.site_table_id) AS table_id,
                    sh.table_charge_money,
                    sh.goods_money,
-                   sh.assistant_pd_money,
-                   sh.assistant_cx_money,
-                   sh.settle_type,
                    sh.consume_money,
-                   sh.adjust_amount
-            FROM app.v_dwd_assistant_service_log sl
+                   sh.adjust_amount,
+                   gs_agg.drinks,
+                   json_agg(json_build_object(
+                       'assistant_id', sl.site_assistant_id,
+                       'assistant_name', COALESCE(da.nickname, da.real_name, ''),
+                       'assistant_level', da.level,
+                       'service_hours', sl.income_seconds / 3600.0,
+                       'ledger_amount', sl.ledger_amount,
+                       'course_type', sl.skill_name
+                   ) ORDER BY sl.ledger_amount DESC NULLS LAST) AS coaches_json
+            FROM app.v_dwd_settlement_head sh
+            INNER JOIN app.v_dwd_assistant_service_log sl
+                ON sh.order_settle_id = sl.order_settle_id
+               AND sl.tenant_member_id = %s
+               AND sl.is_delete = 0
             LEFT JOIN app.v_dim_assistant da
                 ON sl.site_assistant_id = da.assistant_id
-                AND da.scd2_is_current = 1
-            LEFT JOIN app.v_dwd_settlement_head sh
-                ON sl.order_settle_id = sh.order_settle_id
-            WHERE sl.tenant_member_id = %s
-              AND sl.is_delete = 0
-              AND sh.settle_type IN (1, 3)
+               AND da.scd2_is_current = 1
+            LEFT JOIN LATERAL (
+                SELECT string_agg(gs.ledger_name || '*' || gs.total_count, ' | ' ORDER BY gs.subtotal DESC) AS drinks
+                FROM (
+                    SELECT ledger_name,
+                           SUM(ledger_count) AS total_count,
+                           SUM(ledger_amount) AS subtotal
+                    FROM app.v_dwd_store_goods_sale
+                    WHERE order_settle_id = sh.order_settle_id
+                      AND is_delete = 0
+                    GROUP BY ledger_name
+                ) gs
+            ) gs_agg ON true
+            WHERE sh.settle_type IN (1, 3)
               {date_clause}
-            ORDER BY sl.create_time DESC
+            GROUP BY sh.order_settle_id, sh.create_time,
+                     sh.table_charge_money, sh.goods_money,
+                     sh.consume_money, sh.adjust_amount,
+                     gs_agg.drinks
+            ORDER BY sh.create_time DESC
             LIMIT %s OFFSET %s
             """,
             (member_id,) + tuple(date_params) + (limit, offset),
@@ -1071,18 +1151,13 @@ def get_consumption_records(
                 "end_time": row[3],
                 "service_hours": float(row[4]) if row[4] is not None else 0.0,
                 "total_amount": float(row[5]) if row[5] is not None else 0.0,
-                "course_type": row[6] or "",
-                "table_id": row[7],
-                "assistant_id": row[8],
-                "assistant_name": row[9] or "",
-                "assistant_level": row[10],  # int level code
-                "table_charge_money": float(row[11]) if row[11] is not None else 0.0,
-                "goods_money": float(row[12]) if row[12] is not None else 0.0,
-                "assistant_pd_money": float(row[13]) if row[13] is not None else 0.0,
-                "assistant_cx_money": float(row[14]) if row[14] is not None else 0.0,
-                "settle_type": row[15],
-                "consume_money": float(row[16]) if row[16] is not None else 0.0,
-                "adjust_amount": float(row[17]) if row[17] is not None else 0.0,
+                "table_id": row[6],
+                "table_charge_money": float(row[7]) if row[7] is not None else 0.0,
+                "goods_money": float(row[8]) if row[8] is not None else 0.0,
+                "consume_money": float(row[9]) if row[9] is not None else 0.0,
+                "adjust_amount": float(row[10]) if row[10] is not None else 0.0,
+                "drinks": row[11],
+                "coaches_json": row[12] or [],
             })
     return records
 
@@ -1741,8 +1816,13 @@ def get_coach_sv_data(
                   AND ri.session_count > 0
             ),
             period_consume AS (
+                -- DWD-DOC 规则 1: items_sum 需拆分计算，settlement_head 无此字段
                 SELECT sh.member_id,
-                       COALESCE(SUM(sh.items_sum), 0) AS consume_amount
+                       COALESCE(SUM(
+                           sh.table_charge_money + sh.goods_money
+                           + sh.assistant_pd_money + sh.assistant_cx_money
+                           + sh.electricity_money
+                       ), 0) AS consume_amount
                 FROM app.v_dwd_settlement_head sh
                 WHERE sh.member_id = ANY(SELECT member_id FROM coach_members)
                   AND sh.settle_type IN (1, 3)
@@ -2044,7 +2124,7 @@ def get_customer_board_balance(
                 "name": row[1] or "",
                 "balance": float(row[2]) if row[2] is not None else 0.0,
                 # CHANGE 2026-03-29 | last_visit 格式化为"X天前"，ideal_days 从 winback_index 获取
-                "last_visit": f"{row[3]}天前" if row[3] is not None else "--",
+                "last_visit": "今天" if row[3] == 0 else f"{row[3]}天前" if row[3] is not None else "--",
                 "last_visit_date": row[3],
                 "ideal_days": None,  # balance 维度无 ideal_days，由 board_service 补充
                 # CHANGE 2026-04-07 | Fix-4：consume_amount_60d 是 60 天总额，月均 = /2
@@ -2130,7 +2210,7 @@ def get_customer_board_recharge(
                 "recharges_60d": row[4] or 0,
                 "current_balance": float(row[5]) if row[5] is not None else 0.0,
                 # CHANGE 2026-03-29 | 补充 last_visit 和 ideal_days（头部展示用）
-                "last_visit": f"{row[6]}天前" if row[6] is not None else "--",
+                "last_visit": "今天" if row[6] == 0 else f"{row[6]}天前" if row[6] is not None else "--",
                 "ideal_days": None,  # 由 board_service 补充
             })
 
@@ -3492,12 +3572,19 @@ def get_nci_batch(
 
     来源: app.v_dws_member_newconv_index（RLS 视图）
     返回: {member_id: display_score}
+
+    FIX 2026-04-12: 排除已转老客的会员。NCI 表只在 NEW 阶段写入，
+    会员转 OLD 后不再更新，导致残留过时高分。用 WBI status='OLD' 过滤。
     """
     with _fdw_context(conn, site_id) as cur:
         cur.execute(
             """
-            SELECT member_id, COALESCE(display_score, 0)
-            FROM app.v_dws_member_newconv_index
+            SELECT n.member_id, COALESCE(n.display_score, 0)
+            FROM app.v_dws_member_newconv_index n
+            WHERE NOT EXISTS (
+                SELECT 1 FROM app.v_dws_member_winback_index w
+                WHERE w.member_id = n.member_id AND w.status = 'OLD'
+            )
             """
         )
         return {row[0]: Decimal(str(row[1])) for row in cur.fetchall()}
@@ -3547,6 +3634,7 @@ def get_all_service_pairs(
     返回: [{"assistant_id", "member_id", "rs"}]
     """
     with _fdw_context(conn, site_id) as cur:
+        # POOL 客户需 session_count >= 3 才纳入保底任务，MAIN/COMANAGE 无限制
         cur.execute(
             """
             SELECT assistant_id,
@@ -3554,6 +3642,7 @@ def get_all_service_pairs(
                    COALESCE(rs_display, 0) AS rs
             FROM app.v_dws_member_assistant_relation_index
             WHERE session_count > 0
+              AND (os_label IN ('MAIN', 'COMANAGE') OR session_count >= 3)
             """
         )
         return [