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>
This commit is contained in:
Neo
2026-04-20 06:32:07 +08:00
parent 79d3c2e97e
commit 2a7a5d68aa
157 changed files with 14304 additions and 3717 deletions

View File

@@ -12,6 +12,10 @@ CHANGE 2026-04-08 | Fix-13 改造:
- 扫描范围从"有 active 任务的客户"扩大为"所有 os_label='MAIN' 的关联客户"
- 新增 recall_events 事件表记录广义召回(按天去重)
- 无 active 任务的客户到店也生成 follow_up_visit
CHANGE 2026-04-12 | 召回完成逻辑调整:
- settle_type=3 仅计入有 BONUS 服务的订单(纯商品不算到店)
- 门店级召回解除:客户到店后,未服务助教的召回任务标记 resolved
"""
import json
@@ -72,6 +76,7 @@ def run(payload: dict | None = None, job_id: int | None = None) -> dict:
"""
completed_count = 0
event_count = 0
resolved_count = 0
conn = _get_connection()
try:
@@ -89,6 +94,7 @@ def run(payload: dict | None = None, job_id: int | None = None) -> dict:
result = _process_site(conn, site_id)
completed_count += result["completed"]
event_count += result["events"]
resolved_count += result["resolved"]
except Exception:
logger.exception(
"处理门店召回检测失败: site_id=%s", site_id
@@ -108,10 +114,14 @@ def run(payload: dict | None = None, job_id: int | None = None) -> dict:
conn.close()
logger.info(
"召回完成检测完成: completed_count=%d, event_count=%d",
completed_count, event_count,
"召回完成检测完成: completed=%d, events=%d, resolved=%d",
completed_count, event_count, resolved_count,
)
return {"completed_count": completed_count, "event_count": event_count}
return {
"completed_count": completed_count,
"event_count": event_count,
"resolved_count": resolved_count,
}
def _process_site(conn, site_id: int) -> dict:
@@ -122,9 +132,13 @@ def _process_site(conn, site_id: int) -> dict:
1. 从 ETL 查询所有 os_label='MAIN' 的 (assistant_id, member_id) 对
2. 批量查询这些客户的最新结算记录
3. 对每个有新结算的关系对:写 recall_events + 完成任务 + 生成回访
CHANGE 2026-04-12 | 门店级召回解除:
4. 客户到店后,未被服务的助教的召回任务标记 resolved
"""
completed = 0
events = 0
resolved = 0
from app.services.fdw_queries import _fdw_context
@@ -140,13 +154,15 @@ def _process_site(conn, site_id: int) -> dict:
main_pairs = [(r[0], r[1]) for r in cur.fetchall()]
if not main_pairs:
return {"completed": 0, "events": 0}
return {"completed": 0, "events": 0, "resolved": 0}
# ── 2. 批量查询这些客户的最新结算时间 ──
member_ids = list({mid for _, mid in main_pairs})
settlement_map: dict[tuple[int, int], object] = {} # (assistant_id, member_id) → latest_pay_time
with _fdw_context(conn, site_id) as cur:
# 助教级结算(用于狭义完成判定)
# settle_type=1 全部计入settle_type=3 仅计入有 BONUS 服务的
cur.execute(
"""
SELECT sl.site_assistant_id AS assistant_id,
@@ -157,7 +173,10 @@ def _process_site(conn, site_id: int) -> dict:
ON sl.order_settle_id = sh.order_settle_id
AND sl.is_delete = 0
WHERE sh.member_id = ANY(%s)
AND sh.settle_type IN (1, 3)
AND (
sh.settle_type = 1
OR (sh.settle_type = 3 AND sl.order_assistant_type = 2)
)
GROUP BY sl.site_assistant_id, sh.member_id
""",
(member_ids,),
@@ -165,6 +184,29 @@ def _process_site(conn, site_id: int) -> dict:
for row in cur.fetchall():
settlement_map[(row[0], row[1])] = row[2]
# 门店级到店检测(含无助教服务的 settle_type=1用于 resolved 判定)
cur.execute(
"""
SELECT sh.member_id, MAX(sh.pay_time) AS latest_pay_time
FROM app.v_dwd_settlement_head sh
WHERE sh.member_id = ANY(%s)
AND (
sh.settle_type = 1
OR (sh.settle_type = 3 AND EXISTS (
SELECT 1 FROM app.v_dwd_assistant_service_log sl
WHERE sl.order_settle_id = sh.order_settle_id
AND sl.is_delete = 0
AND sl.order_assistant_type = 2
))
)
GROUP BY sh.member_id
""",
(member_ids,),
)
member_visited_map = {}
for row in cur.fetchall():
member_visited_map[row[0]] = row[1]
# ── 3. 获取本门店所有 active 的召回/回访任务(用于匹配) ──
active_tasks_map: dict[tuple[int, int], list] = {} # (assistant_id, member_id) → [(id, task_type, created_at)]
with conn.cursor() as cur:
@@ -207,7 +249,56 @@ def _process_site(conn, site_id: int) -> dict:
)
conn.rollback()
return {"completed": completed, "events": events}
# ── 5. 门店级召回解除:客户到店后,未被服务的助教任务标记 resolved ──
# 服务助教的任务已在 Step 4 中 completedcommitted
# 此处查到的 active 召回任务是未被服务的助教持有的
for member_id, pay_time in member_visited_map.items():
try:
with conn.cursor() as cur:
cur.execute("BEGIN")
cur.execute(
"""
SELECT id, assistant_id, task_type, created_at
FROM biz.coach_tasks
WHERE site_id = %s AND member_id = %s
AND status = 'active'
AND task_type IN ('high_priority_recall', 'priority_recall')
AND created_at < %s
""",
(site_id, member_id, pay_time),
)
remaining = cur.fetchall()
for task_id, aid, task_type, _ in remaining:
cur.execute(
"""
UPDATE biz.coach_tasks
SET status = 'resolved', updated_at = NOW()
WHERE id = %s AND status = 'active'
""",
(task_id,),
)
_insert_history(
cur, task_id,
action="customer_returned",
old_status="active",
new_status="resolved",
old_task_type=task_type,
new_task_type=task_type,
detail={
"reason": "customer_visited_store",
"service_time": str(pay_time),
},
)
resolved += 1
conn.commit()
except Exception:
logger.exception(
"门店级召回解除失败: site_id=%s, member_id=%s",
site_id, member_id,
)
conn.rollback()
return {"completed": completed, "events": events, "resolved": resolved}
def _process_pair(
@@ -224,7 +315,7 @@ def _process_pair(
CHANGE 2026-04-08 | Fix-13 改造:
- 写 recall_eventsON CONFLICT DO NOTHING 按天去重)
- 有 active 召回任务且 pay_time > created_at → 完成任务
- 关闭旧回访 → 新建回访(48h
- 关闭旧回访 → 新建回访(72h
- 无 active 任务也生成回访
返回: {"completed": int, "events": int}
@@ -323,9 +414,9 @@ def _process_pair(
detail={"reason": "new_service_record", "service_time": str(latest_pay_time)},
)
# ── 4. 创建新的回访任务(48h 过期) ──
# ── 4. 创建新的回访任务(72h / 3天过期) ──
expires_at = (
latest_pay_time + timedelta(hours=48)
latest_pay_time + timedelta(hours=72)
if hasattr(latest_pay_time, '__add__') else None
)
cur.execute(