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/task_generator.py

@@ -147,7 +147,7 @@ _DEFAULT_PARAMS: dict[str, float] = {
     "transfer_score_w_ms": 0.3,
     "transfer_score_w_ml": 0.2,
     "max_transfer_count": 4,
-    "follow_up_visit_retention_hours": 48,
+    "follow_up_visit_retention_hours": 72,
     # CHANGE 2026-03-29 | OS 分级分配：升级倍数参数
     "escalation_comanage_multiplier": 2.5,
     "escalation_pool_multiplier": 4.0,
@@ -554,15 +554,22 @@ def _process_pair(
             stats["skipped"] += 1
             return
 
-        # Case B: 不同类型的 active 任务 → 关闭旧任务 + 创建新任务
-        for task_id, old_type, old_expires_at, old_created_at in existing_tasks:
-            if should_replace_task(old_type, new_task_type):
-                # follow_up_visit 被高优先级任务顶替时，填充 expires_at 而非直接 inactive
-                if old_type == "follow_up_visit" and old_expires_at is None:
+        # Case B: 不同类型的 active 任务 → 混合策略
+        # - follow_up_visit 被替代：保留宽限期（填 expires_at 72h）+ 新建高优先任务
+        # - 其他类型被替代：原地覆盖（UPDATE task_type + priority_score）
+        overridden = False
+        need_create_new = False
+        for i, (task_id, old_type, old_expires_at, old_created_at) in enumerate(existing_tasks):
+            if not should_replace_task(old_type, new_task_type):
+                continue
+
+            if old_type == "follow_up_visit":
+                # follow_up_visit 特殊处理：填充 72h 宽限期，不关闭
+                if old_expires_at is None:
                     cur.execute(
                         """
                         UPDATE biz.coach_tasks
-                        SET expires_at = created_at + INTERVAL '48 hours',
+                        SET expires_at = created_at + INTERVAL '72 hours',
                             updated_at = NOW()
                         WHERE id = %s
                         """,
@@ -578,60 +585,86 @@ def _process_pair(
                         new_task_type=old_type,
                         detail={"reason": "higher_priority_task_created"},
                     )
-                else:
-                    cur.execute(
-                        """
-                        UPDATE biz.coach_tasks
-                        SET status = 'inactive', updated_at = NOW()
-                        WHERE id = %s
-                        """,
-                        (task_id,),
-                    )
-                    _insert_history(
-                        cur,
-                        task_id,
-                        action="type_change_close",
-                        old_status="active",
-                        new_status="inactive",
-                        old_task_type=old_type,
-                        new_task_type=new_task_type,
-                    )
-
+                need_create_new = True
                 stats["replaced"] += 1
+            elif not overridden:
+                # 非 follow_up：原地覆盖
+                cur.execute(
+                    """
+                    UPDATE biz.coach_tasks
+                    SET task_type = %s, priority_score = %s, updated_at = NOW()
+                    WHERE id = %s AND status = 'active'
+                    """,
+                    (new_task_type, float(priority_score), task_id),
+                )
+                _insert_history(
+                    cur,
+                    task_id,
+                    action="type_override",
+                    old_status="active",
+                    new_status="active",
+                    old_task_type=old_type,
+                    new_task_type=new_task_type,
+                    detail={"old_priority": float(priority_score)},
+                )
+                overridden = True
+                stats["replaced"] += 1
+            else:
+                # 多余的同对任务：关闭
+                cur.execute(
+                    """
+                    UPDATE biz.coach_tasks
+                    SET status = 'inactive', updated_at = NOW()
+                    WHERE id = %s
+                    """,
+                    (task_id,),
+                )
+                _insert_history(
+                    cur,
+                    task_id,
+                    action="type_change_close",
+                    old_status="active",
+                    new_status="inactive",
+                    old_task_type=old_type,
+                    new_task_type=new_task_type,
+                )
 
-        # ── 创建新任务 ──
-        expires_at_val = None
-        cur.execute(
-            """
-            INSERT INTO biz.coach_tasks
-                (site_id, assistant_id, member_id, task_type, status,
-                 priority_score, expires_at, parent_task_id)
-            VALUES (%s, %s, %s, %s, 'active', %s, %s, %s)
-            RETURNING id
-            """,
-            (
-                site_id,
-                assistant_id,
-                member_id,
-                new_task_type,
-                float(priority_score),
-                expires_at_val,
-                existing_tasks[0][0] if existing_tasks else None,
-            ),
-        )
-        new_task_id = cur.fetchone()[0]
-
-        _insert_history(
-            cur,
-            new_task_id,
-            action="created",
-            old_status=None,
-            new_status="active",
-            old_task_type=existing_tasks[0][1] if existing_tasks else None,
-            new_task_type=new_task_type,
-        )
-
-        stats["created"] += 1
+        # 需要新建任务的场景：
+        # 1. follow_up_visit 被替代（宽限期保留原任务，需新建高优先任务）
+        # 2. 没有可覆盖的非 follow_up 任务
+        if need_create_new or not overridden:
+            # upsert：若同类型 active 已存在（recall_detector 先行创建）则更新 priority
+            cur.execute(
+                """
+                INSERT INTO biz.coach_tasks
+                    (site_id, assistant_id, member_id, task_type, status,
+                     priority_score, expires_at, parent_task_id)
+                VALUES (%s, %s, %s, %s, 'active', %s, %s, %s)
+                ON CONFLICT (site_id, assistant_id, member_id, task_type) WHERE (status = 'active')
+                DO UPDATE SET priority_score = EXCLUDED.priority_score, updated_at = NOW()
+                RETURNING id
+                """,
+                (
+                    site_id,
+                    assistant_id,
+                    member_id,
+                    new_task_type,
+                    float(priority_score),
+                    None,
+                    existing_tasks[0][0] if existing_tasks else None,
+                ),
+            )
+            new_task_id = cur.fetchone()[0]
+            _insert_history(
+                cur,
+                new_task_id,
+                action="created",
+                old_status=None,
+                new_status="active",
+                old_task_type=existing_tasks[0][1] if existing_tasks else None,
+                new_task_type=new_task_type,
+            )
+            stats["created"] += 1
 
     conn.commit()
 
@@ -1145,6 +1178,45 @@ def _generate_baseline_relationship_tasks(
                     pair["member_id"],
                 )
                 biz_conn.rollback()
+
+        # Step 5: 反向清理 -- 关闭不再符合条件的 relationship_building 任务
+        # 对已有 active relationship_building 但不在 get_all_service_pairs 结果中的对，关闭
+        valid_pairs = {(p["assistant_id"], p["member_id"]) for p in all_pairs}
+        stale_closed = 0
+        try:
+            with biz_conn.cursor() as cur:
+                cur.execute(
+                    """
+                    SELECT id, assistant_id, member_id
+                    FROM biz.coach_tasks
+                    WHERE site_id = %s
+                      AND task_type = 'relationship_building'
+                      AND status = 'active'
+                    """,
+                    (site_id,),
+                )
+                for task_id, aid, mid in cur.fetchall():
+                    if (aid, mid) not in valid_pairs:
+                        cur.execute(
+                            "UPDATE biz.coach_tasks SET status = 'inactive', updated_at = NOW() WHERE id = %s",
+                            (task_id,),
+                        )
+                        _insert_history(
+                            cur, task_id,
+                            action="pool_cleanup",
+                            old_status="active",
+                            new_status="inactive",
+                            old_task_type="relationship_building",
+                            new_task_type="relationship_building",
+                            detail={"reason": "pair_no_longer_qualifies"},
+                        )
+                        stale_closed += 1
+            biz_conn.commit()
+            if stale_closed:
+                logger.info("保底任务清理: site_id=%s, 关闭 %d 个不再符合条件的 relationship_building", site_id, stale_closed)
+        except Exception:
+            logger.exception("保底任务清理失败: site_id=%s", site_id)
+            biz_conn.rollback()
     finally:
         biz_conn.close()
 
@@ -1158,7 +1230,7 @@ def _handle_no_task_condition(
 ) -> None:
     """
     当不满足任何任务生成条件时：
-    1. follow_up_visit → 填充 expires_at = created_at + 48h
+    1. follow_up_visit → 填充 expires_at = created_at + 72h
     2. high_priority_recall / priority_recall → 直接关闭（inactive）
 
     CHANGE 2026-03-24 | Prompt: 修复召回任务不自动关闭 bug |
@@ -1185,7 +1257,7 @@ def _handle_no_task_condition(
             cur.execute(
                 """
                 UPDATE biz.coach_tasks
-                SET expires_at = created_at + INTERVAL '48 hours',
+                SET expires_at = created_at + INTERVAL '72 hours',
                     updated_at = NOW()
                 WHERE id = %s
                 """,