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>

scripts/ops/ai_backfill.py

@@ -2,7 +2,7 @@
 """历史数据回填脚本。
 
 用法：
-    cd C:\\NeoZQYY
+    cd C:\\Project\\NeoZQYY
     uv run python scripts/ops/ai_backfill.py [--dry-run] [--batch-size 10] [--interval 5]
 
 功能：

scripts/ops/backfill_coach_area_hours.py

@@ -5,7 +5,7 @@
 对已有月份批量从 DWD 服务记录聚合助教区域课时，写入 dws_coach_area_hours。
 
 用法：
-    cd C:\\NeoZQYY
+    cd C:\\Project\\NeoZQYY
     uv run python scripts/ops/backfill_coach_area_hours.py \\
         --site-id 2790685415443269 --start-month 2025-07-01 --end-month 2026-03-01
 """

scripts/ops/backfill_finance_area_daily.py

@@ -6,7 +6,7 @@
 回填完成后触发 DWS_FINANCE_BOARD_CACHE 重算所有已完成周期缓存。
 
 用法：
-    cd C:\\NeoZQYY
+    cd C:\\Project\\NeoZQYY
     uv run python scripts/ops/backfill_finance_area_daily.py \\
         --site-id 1 --start-date 2025-07-16 --end-date 2026-03-28
 

scripts/ops/backfill_index_snapshots.py

@@ -0,0 +1,210 @@
+# -*- coding: utf-8 -*-
+"""
+回填脚本：为 3 张指数表生成历史日快照
+
+按日期升序逐天执行 RelationIndexTask / WinbackIndexTask / NewconvIndexTask，
+写入 stat_date 列，支持多日快照共存。
+
+用法：
+    cd C:\\Project\\NeoZQYY
+    uv run python scripts/ops/backfill_index_snapshots.py \\
+        --start 2025-08-01 --end 2026-04-11
+
+    # 仅回填 relation_index
+    uv run python scripts/ops/backfill_index_snapshots.py \\
+        --start 2025-08-01 --end 2026-04-11 --tasks RELATION
+
+    # 干跑模式（不写数据库）
+    uv run python scripts/ops/backfill_index_snapshots.py \\
+        --start 2025-08-01 --end 2025-08-03 --dry-run
+"""
+from __future__ import annotations
+
+import argparse
+import logging
+import sys
+import time
+from datetime import date, datetime, timedelta
+from pathlib import Path
+from zoneinfo import ZoneInfo
+
+# ── 环境加载 ──
+sys.path.insert(0, str(Path(__file__).resolve().parent))
+from _env_paths import ensure_repo_root
+
+ensure_repo_root()
+
+# 切换到 ETL 目录以便导入任务模块
+import os
+_ETL_ROOT = Path(__file__).resolve().parents[2] / "apps" / "etl" / "connectors" / "feiqiu"
+sys.path.insert(0, str(_ETL_ROOT))
+os.chdir(_ETL_ROOT)
+
+from dotenv import load_dotenv
+_ROOT = Path(__file__).resolve().parents[2]
+load_dotenv(_ROOT / ".env", override=False)
+load_dotenv(_ETL_ROOT / ".env", override=False)
+
+logging.basicConfig(
+    level=logging.INFO,
+    format="%(asctime)s [%(levelname)s] %(message)s",
+)
+logger = logging.getLogger("backfill_index")
+
+# ── 导入 ETL 组件 ──
+from config.settings import AppConfig
+from database.connection import DatabaseConnection
+from tasks.base_task import TaskContext
+from tasks.dws.index.relation_index_task import RelationIndexTask
+from tasks.dws.index.winback_index_task import WinbackIndexTask
+from tasks.dws.index.newconv_index_task import NewconvIndexTask
+
+TZ = ZoneInfo("Asia/Shanghai")
+
+# 任务代码映射
+TASK_MAP = {
+    "RELATION": RelationIndexTask,
+    "WINBACK": WinbackIndexTask,
+    "NEWCONV": NewconvIndexTask,
+}
+
+
+class DummyAPI:
+    """指数任务不需要 API，提供空壳。"""
+    pass
+
+
+def build_context(d: date, store_id: int) -> TaskContext:
+    """为指定日期构建 TaskContext。"""
+    as_of = datetime(d.year, d.month, d.day, 23, 59, 0, tzinfo=TZ)
+    window_end = as_of
+    window_start = as_of - timedelta(days=90)
+    return TaskContext(
+        store_id=store_id,
+        window_start=window_start,
+        window_end=window_end,
+        window_minutes=int((window_end - window_start).total_seconds() / 60),
+        as_of_date=as_of,
+    )
+
+
+def run_backfill(
+    start_date: date,
+    end_date: date,
+    task_keys: list[str],
+    dry_run: bool = False,
+):
+    """执行回填主流程。"""
+    # 加载配置
+    config = AppConfig.load()
+
+    # 创建数据库连接
+    db_conn = DatabaseConnection(
+        dsn=config.config["db"]["dsn"],
+        session=config.config["db"].get("session"),
+        connect_timeout=config.config["db"].get("connect_timeout_sec"),
+    )
+
+    store_id = config.config["app"]["store_id"]
+    total_days = (end_date - start_date).days + 1
+    total_tasks = total_days * len(task_keys)
+
+    logger.info(
+        "回填参数: %s ~ %s (%d天), 任务=%s, store_id=%s, dry_run=%s",
+        start_date, end_date, total_days, task_keys, store_id, dry_run,
+    )
+
+    if dry_run:
+        logger.info("[DRY RUN] 仅计算不写入数据库")
+
+    completed = 0
+    errors = 0
+    t0 = time.time()
+
+    current = start_date
+    while current <= end_date:
+        ctx = build_context(current, store_id)
+        day_t0 = time.time()
+
+        for key in task_keys:
+            task_cls = TASK_MAP[key]
+            task = task_cls(config, db_conn, DummyAPI(), logger)
+
+            if dry_run:
+                logger.info("[DRY RUN] 跳过 %s %s", key, current)
+                completed += 1
+                continue
+
+            try:
+                result = task.execute(ctx)
+                records = result.get("records_inserted", result.get("member_count", "?"))
+                logger.info(
+                    "  %s %s → %s 条记录",
+                    key, current, records,
+                )
+                completed += 1
+            except Exception:
+                logger.exception("  %s %s 失败", key, current)
+                errors += 1
+                # 尝试恢复连接
+                try:
+                    db_conn.close()
+                    db_conn = DatabaseConnection(
+                        dsn=config.config["db"]["dsn"],
+                        session=config.config["db"].get("session"),
+                        connect_timeout=config.config["db"].get("connect_timeout_sec"),
+                    )
+                    # 更新任务引用
+                except Exception:
+                    logger.exception("数据库重连失败")
+
+        elapsed = time.time() - day_t0
+        progress = completed / total_tasks * 100 if total_tasks else 0
+        logger.info(
+            "✓ %s 完成 (%.1fs) [%d/%d %.0f%%]",
+            current, elapsed, completed, total_tasks, progress,
+        )
+
+        current += timedelta(days=1)
+
+    total_elapsed = time.time() - t0
+    logger.info(
+        "回填完成: %d/%d 成功, %d 失败, 耗时 %.1f 秒 (%.1f 分钟)",
+        completed, total_tasks, errors, total_elapsed, total_elapsed / 60,
+    )
+
+    db_conn.close()
+    return errors == 0
+
+
+def main():
+    parser = argparse.ArgumentParser(description="回填指数表历史日快照")
+    parser.add_argument("--start", required=True, help="起始日期 (YYYY-MM-DD)")
+    parser.add_argument("--end", required=True, help="结束日期 (YYYY-MM-DD)")
+    parser.add_argument(
+        "--tasks",
+        default="RELATION,WINBACK,NEWCONV",
+        help="任务列表，逗号分隔 (RELATION/WINBACK/NEWCONV)",
+    )
+    parser.add_argument("--dry-run", action="store_true", help="干跑模式，不写数据库")
+    args = parser.parse_args()
+
+    start_date = date.fromisoformat(args.start)
+    end_date = date.fromisoformat(args.end)
+    task_keys = [k.strip().upper() for k in args.tasks.split(",")]
+
+    for k in task_keys:
+        if k not in TASK_MAP:
+            print(f"错误：未知任务 {k}，可选: {list(TASK_MAP.keys())}", file=sys.stderr)
+            sys.exit(1)
+
+    if start_date > end_date:
+        print("错误：start 必须 <= end", file=sys.stderr)
+        sys.exit(1)
+
+    success = run_backfill(start_date, end_date, task_keys, dry_run=args.dry_run)
+    sys.exit(0 if success else 1)
+
+
+if __name__ == "__main__":
+    main()

scripts/ops/check_and_refresh_audit.py

@@ -5,7 +5,7 @@ import os
 import shutil
 from pathlib import Path
 
-ROOT = Path(r"C:\NeoZQYY")
+ROOT = Path(r"C:\Project\NeoZQYY")
 ETL_AUDIT = ROOT / "apps" / "etl" / "pipelines" / "feiqiu" / "docs" / "audit" / "changes"
 ROOT_AUDIT = ROOT / "docs" / "audit" / "changes"
 

scripts/ops/etl_unified_analysis.py

@@ -13,7 +13,7 @@ ETL 统一分析 — 编排入口
   --source etl-log    切换为读 ETL 落盘 JSON（一致性检查模式）
 
 用法:
-    cd C:\\NeoZQYY
+    cd C:\\Project\\NeoZQYY
     uv run python scripts/ops/etl_unified_analysis.py
     uv run python scripts/ops/etl_unified_analysis.py --mode consistency --source etl-log
     uv run python scripts/ops/etl_unified_analysis.py --mode structure --date-from 2026-01-01

scripts/ops/gen_integration_report.py

@@ -1,7 +1,7 @@
 # 生成 ETL 全流程联调综合报告
 # 输出路径：{SYSTEM_LOG_ROOT}/{date}__etl_integration_report.md
 # 环境变量 SYSTEM_LOG_ROOT 缺失时报错终止。
-# 用法：cd C:\NeoZQYY && python scripts/ops/gen_integration_report.py
+# 用法：cd C:\Project\NeoZQYY && python scripts/ops/gen_integration_report.py
 
 import os
 import sys

scripts/ops/init_test_user.py

@@ -14,7 +14,7 @@
   5. 输出可用于测试的 JWT token
 
 使用方式：
-  cd C:\\NeoZQYY
+  cd C:\\Project\\NeoZQYY
   python scripts/ops/init_test_user.py [--openid <openid>] [--role <role_code>] [--reset]
 
 环境要求：

scripts/ops/simulate_historical_tasks.py

@@ -0,0 +1,524 @@
+# -*- coding: utf-8 -*-
+"""
+历史任务推演脚本：基于日快照指数重放 task_generator + recall_detector 逻辑
+
+前置条件：先运行 backfill_index_snapshots.py 生成历史指数快照。
+
+用法：
+    cd C:\\Project\\NeoZQYY
+    uv run python scripts/ops/simulate_historical_tasks.py \\
+        --start 2025-08-01 --end 2026-03-28
+
+    # 干跑模式
+    uv run python scripts/ops/simulate_historical_tasks.py \\
+        --start 2025-08-01 --end 2026-03-28 --dry-run
+
+    # 清理之前的模拟数据后重跑
+    uv run python scripts/ops/simulate_historical_tasks.py \\
+        --start 2025-08-01 --end 2026-03-28 --clean
+"""
+from __future__ import annotations
+
+import argparse
+import json
+import logging
+import sys
+import time
+from datetime import date, datetime, timedelta
+from decimal import Decimal
+from pathlib import Path
+from zoneinfo import ZoneInfo
+
+# ── 环境加载 ──
+sys.path.insert(0, str(Path(__file__).resolve().parent))
+from _env_paths import ensure_repo_root
+
+ensure_repo_root()
+
+import os
+from dotenv import load_dotenv
+
+_ROOT = Path(__file__).resolve().parents[2]
+load_dotenv(_ROOT / ".env", override=False)
+
+# 导入 task_generator 的纯函数（在 backend 目录下）
+_BACKEND = _ROOT / "apps" / "backend"
+sys.path.insert(0, str(_BACKEND))
+
+logging.basicConfig(
+    level=logging.INFO,
+    format="%(asctime)s [%(levelname)s] %(message)s",
+)
+logger = logging.getLogger("simulate_tasks")
+
+import psycopg2
+import psycopg2.extras
+
+TZ = ZoneInfo("Asia/Shanghai")
+
+# 导入 task_generator 纯函数
+from app.services.task_generator import (
+    IndexData,
+    determine_task_type,
+    should_replace_task,
+    TASK_TYPE_PRIORITY,
+)
+
+# 推演截止日期（现有 active 任务从 03-29 开始）
+CUTOFF_DATE = date(2026, 3, 28)
+# 回访任务过期时长
+FOLLOW_UP_HOURS = 48
+
+
+def get_connections():
+    """获取 ETL 库和业务库连接。"""
+    pg_dsn = os.environ.get("PG_DSN")
+    app_dsn = os.environ.get("APP_DB_DSN")
+    if not pg_dsn or not app_dsn:
+        print("错误：PG_DSN 和 APP_DB_DSN 必须在 .env 中配置", file=sys.stderr)
+        sys.exit(1)
+
+    etl_conn = psycopg2.connect(pg_dsn)
+    etl_conn.set_client_encoding("UTF8")
+    app_conn = psycopg2.connect(app_dsn)
+    app_conn.set_client_encoding("UTF8")
+    return etl_conn, app_conn
+
+
+def load_index_snapshot(etl_conn, site_id: int, stat_date: date) -> dict:
+    """加载指定日期的指数快照。
+
+    返回：
+    {
+        "relation": {(assistant_id, member_id): {rs, os_label, ...}},
+        "wbi": {member_id: Decimal},
+        "nci": {member_id: Decimal},
+    }
+    """
+    result = {"relation": {}, "wbi": {}, "nci": {}}
+
+    with etl_conn.cursor() as cur:
+        # 关系指数
+        cur.execute(
+            """SELECT assistant_id, member_id, rs_display, os_label, os_share, session_count
+            FROM dws.dws_member_assistant_relation_index
+            WHERE site_id = %s AND stat_date = %s""",
+            (site_id, stat_date),
+        )
+        for row in cur.fetchall():
+            result["relation"][(row[0], row[1])] = {
+                "rs": Decimal(str(row[2])),
+                "os_label": row[3],
+                "os_share": Decimal(str(row[4])),
+                "session_count": row[5],
+            }
+
+        # WBI
+        cur.execute(
+            """SELECT member_id, display_score
+            FROM dws.dws_member_winback_index
+            WHERE site_id = %s AND stat_date = %s""",
+            (site_id, stat_date),
+        )
+        for row in cur.fetchall():
+            result["wbi"][row[0]] = Decimal(str(row[1])) if row[1] else Decimal(0)
+
+        # NCI
+        cur.execute(
+            """SELECT member_id, display_score
+            FROM dws.dws_member_newconv_index
+            WHERE site_id = %s AND stat_date = %s""",
+            (site_id, stat_date),
+        )
+        for row in cur.fetchall():
+            result["nci"][row[0]] = Decimal(str(row[1])) if row[1] else Decimal(0)
+
+    etl_conn.commit()
+    return result
+
+
+def load_settlements_for_day(etl_conn, site_id: int, d: date) -> dict:
+    """加载指定日期的结算记录。
+
+    返回：{(assistant_id, member_id): latest_pay_time}
+    """
+    settlements = {}
+    day_start = datetime(d.year, d.month, d.day, 0, 0, 0, tzinfo=TZ)
+    day_end = day_start + timedelta(days=1)
+
+    with etl_conn.cursor() as cur:
+        cur.execute(
+            """
+            SELECT sl.site_assistant_id AS assistant_id,
+                   sh.member_id,
+                   MAX(sh.pay_time) AS latest_pay_time
+            FROM dwd.dwd_settlement_head sh
+            JOIN dwd.dwd_assistant_service_log sl
+              ON sl.order_settle_id = sh.order_settle_id
+             AND sl.is_delete = 0
+            WHERE sh.site_id = %s
+              AND sh.settle_type IN (1, 3)
+              AND sh.pay_time >= %s AND sh.pay_time < %s
+            GROUP BY sl.site_assistant_id, sh.member_id
+            """,
+            (site_id, day_start, day_end),
+        )
+        for row in cur.fetchall():
+            if row[0] and row[1]:
+                settlements[(row[0], row[1])] = row[2]
+
+    etl_conn.commit()
+    return settlements
+
+
+def simulate_day(
+    app_conn,
+    etl_conn,
+    site_id: int,
+    d: date,
+    snapshot: dict,
+    active_tasks: dict,
+    stats: dict,
+    dry_run: bool = False,
+):
+    """模拟单天的任务生成和召回检测。
+
+    active_tasks: {(assistant_id, member_id): {"id": int, "task_type": str, "created_at": datetime, "expires_at": datetime|None}}
+    stats: 累计统计
+    """
+    day_datetime = datetime(d.year, d.month, d.day, 7, 0, 0, tzinfo=TZ)
+
+    # ── 1. 过期检测（回访任务 expires_at < 当天） ──
+    expired_keys = []
+    for key, task in active_tasks.items():
+        if task.get("expires_at") and task["expires_at"] < day_datetime:
+            expired_keys.append(key)
+    for key in expired_keys:
+        task = active_tasks.pop(key)
+        stats["expired"] += 1
+        if not dry_run:
+            with app_conn.cursor() as cur:
+                cur.execute(
+                    "UPDATE biz.coach_tasks SET status = 'expired', updated_at = %s WHERE id = %s",
+                    (day_datetime, task["id"]),
+                )
+                _insert_history(cur, task["id"], "expired", "active", "expired",
+                                task["task_type"], task["task_type"],
+                                {"reason": "follow_up_expired", "simulated": True})
+
+    # ── 2. 任务生成（基于指数快照） ──
+    relation = snapshot["relation"]
+    wbi_map = snapshot["wbi"]
+    nci_map = snapshot["nci"]
+
+    # 收集 MAIN/COMANAGE 对
+    ownership_pairs = [
+        (aid, mid, info)
+        for (aid, mid), info in relation.items()
+        if info["os_label"] in ("MAIN", "COMANAGE") and info["session_count"] > 0
+    ]
+
+    for aid, mid, info in ownership_pairs:
+        wbi = wbi_map.get(mid, Decimal(0))
+        nci = nci_map.get(mid, Decimal(0))
+        rs = info["rs"]
+
+        index_data = IndexData(
+            site_id=site_id,
+            assistant_id=aid,
+            member_id=mid,
+            wbi=wbi,
+            nci=nci,
+            rs=rs,
+            has_active_recall=False,
+            has_follow_up_note=False,
+        )
+        new_type = determine_task_type(index_data)
+        if not new_type:
+            continue
+
+        key = (aid, mid)
+        existing = active_tasks.get(key)
+
+        if existing:
+            if existing["task_type"] == new_type:
+                continue  # 同类型跳过
+            if not should_replace_task(existing["task_type"], new_type):
+                continue
+            # 关闭旧任务
+            if not dry_run:
+                with app_conn.cursor() as cur:
+                    cur.execute(
+                        "UPDATE biz.coach_tasks SET status = 'inactive', updated_at = %s WHERE id = %s",
+                        (day_datetime, existing["id"]),
+                    )
+                    _insert_history(cur, existing["id"], "type_change_close", "active", "inactive",
+                                    existing["task_type"], new_type,
+                                    {"reason": "replaced_by_simulation", "simulated": True})
+
+        # 计算 priority_score
+        priority_score = float(max(wbi, nci)) if new_type in ("high_priority_recall", "priority_recall") else float(rs)
+
+        if dry_run:
+            active_tasks[key] = {
+                "id": None,
+                "task_type": new_type,
+                "created_at": day_datetime,
+                "expires_at": None,
+            }
+            stats["created"] += 1
+            continue
+
+        with app_conn.cursor() as cur:
+            cur.execute(
+                """INSERT INTO biz.coach_tasks
+                    (site_id, assistant_id, member_id, task_type, status, priority_score, created_at, updated_at)
+                VALUES (%s, %s, %s, %s, 'active', %s, %s, %s)
+                RETURNING id""",
+                (site_id, aid, mid, new_type, priority_score, day_datetime, day_datetime),
+            )
+            task_id = cur.fetchone()[0]
+            _insert_history(cur, task_id, "created", None, "active", None, new_type,
+                            {"reason": "simulation_generated", "simulated": True})
+
+        active_tasks[key] = {
+            "id": task_id,
+            "task_type": new_type,
+            "created_at": day_datetime,
+            "expires_at": None,
+        }
+        stats["created"] += 1
+
+    # ── 3. 召回检测（基于当天结算记录） ──
+    settlements = load_settlements_for_day(etl_conn, site_id, d)
+
+    for (aid, mid), pay_time in settlements.items():
+        key = (aid, mid)
+        task = active_tasks.get(key)
+
+        # 写 recall_event
+        if not dry_run:
+            with app_conn.cursor() as cur:
+                try:
+                    cur.execute(
+                        """INSERT INTO biz.recall_events
+                            (site_id, assistant_id, member_id, pay_time, task_id, task_type, created_at)
+                        VALUES (%s, %s, %s, %s, %s, %s, %s)
+                        ON CONFLICT (site_id, assistant_id, member_id,
+                                     (date_trunc('day', pay_time AT TIME ZONE 'Asia/Shanghai')))
+                        DO NOTHING RETURNING id""",
+                        (site_id, aid, mid, pay_time,
+                         task["id"] if task else None,
+                         task["task_type"] if task else None,
+                         day_datetime),
+                    )
+                    inserted = cur.fetchone()
+                    if inserted:
+                        stats["recall_events"] += 1
+                except Exception:
+                    pass  # 去重冲突或其他
+
+        if not task:
+            continue
+
+        # 完成召回任务
+        if task["task_type"] in ("high_priority_recall", "priority_recall"):
+            if pay_time > task["created_at"]:
+                stats["completed"] += 1
+                if not dry_run:
+                    with app_conn.cursor() as cur:
+                        cur.execute(
+                            """UPDATE biz.coach_tasks
+                            SET status = 'completed', completed_at = %s, completed_task_type = %s,
+                                completion_type = 'auto', updated_at = %s
+                            WHERE id = %s AND status = 'active'""",
+                            (pay_time, task["task_type"], day_datetime, task["id"]),
+                        )
+                        _insert_history(cur, task["id"], "completed", "active", "completed",
+                                        task["task_type"], task["task_type"],
+                                        {"service_time": str(pay_time), "simulated": True})
+
+                # 生成回访任务
+                expires_at = pay_time + timedelta(hours=FOLLOW_UP_HOURS)
+                if not dry_run:
+                    with app_conn.cursor() as cur:
+                        cur.execute(
+                            """INSERT INTO biz.coach_tasks
+                                (site_id, assistant_id, member_id, task_type, status, expires_at, created_at, updated_at)
+                            VALUES (%s, %s, %s, 'follow_up_visit', 'active', %s, %s, %s)
+                            RETURNING id""",
+                            (site_id, aid, mid, expires_at, day_datetime, day_datetime),
+                        )
+                        fu_id = cur.fetchone()[0]
+                        _insert_history(cur, fu_id, "created", None, "active", None, "follow_up_visit",
+                                        {"reason": "recall_completed", "simulated": True})
+
+                    active_tasks[key] = {
+                        "id": fu_id,
+                        "task_type": "follow_up_visit",
+                        "created_at": day_datetime,
+                        "expires_at": expires_at,
+                    }
+                else:
+                    active_tasks[key] = {
+                        "id": None,
+                        "task_type": "follow_up_visit",
+                        "created_at": day_datetime,
+                        "expires_at": expires_at,
+                    }
+                stats["follow_up_created"] += 1
+
+    if not dry_run:
+        app_conn.commit()
+
+
+def _insert_history(cur, task_id, action, old_status, new_status, old_task_type, new_task_type, detail=None):
+    """在 coach_task_history 中记录变更。"""
+    if task_id is None:
+        return
+    cur.execute(
+        """INSERT INTO biz.coach_task_history
+            (task_id, action, old_status, new_status, old_task_type, new_task_type, detail)
+        VALUES (%s, %s, %s, %s, %s, %s, %s)""",
+        (task_id, action, old_status, new_status, old_task_type, new_task_type,
+         json.dumps(detail) if detail else None),
+    )
+
+
+def get_site_id(etl_conn) -> int:
+    """从 relation_index 获取 site_id。"""
+    with etl_conn.cursor() as cur:
+        cur.execute("SELECT DISTINCT site_id FROM dws.dws_member_assistant_relation_index LIMIT 1")
+        row = cur.fetchone()
+        if not row:
+            raise RuntimeError("relation_index 表为空，请先运行 backfill_index_snapshots.py")
+        return row[0]
+    etl_conn.commit()
+
+
+def clean_simulated_data(app_conn, cutoff: date):
+    """清理模拟产生的数据。"""
+    cutoff_dt = datetime(cutoff.year, cutoff.month, cutoff.day, 23, 59, 59, tzinfo=TZ)
+    with app_conn.cursor() as cur:
+        # 先删 history（外键依赖）
+        cur.execute(
+            """DELETE FROM biz.coach_task_history
+            WHERE task_id IN (SELECT id FROM biz.coach_tasks WHERE created_at < %s)""",
+            (cutoff_dt,),
+        )
+        history_count = cur.rowcount
+
+        # 删 recall_events
+        cur.execute(
+            "DELETE FROM biz.recall_events WHERE created_at < %s",
+            (cutoff_dt,),
+        )
+        events_count = cur.rowcount
+
+        # 删 coach_tasks
+        cur.execute(
+            "DELETE FROM biz.coach_tasks WHERE created_at < %s",
+            (cutoff_dt,),
+        )
+        tasks_count = cur.rowcount
+
+    app_conn.commit()
+    logger.info(
+        "清理完成: %d 条 history, %d 条 recall_events, %d 条 coach_tasks",
+        history_count, events_count, tasks_count,
+    )
+
+
+def run_simulation(start_date: date, end_date: date, dry_run: bool = False, clean: bool = False):
+    """执行历史任务推演主流程。"""
+    if end_date > CUTOFF_DATE:
+        logger.warning("end_date %s 超过截止日期 %s，自动截断", end_date, CUTOFF_DATE)
+        end_date = CUTOFF_DATE
+
+    etl_conn, app_conn = get_connections()
+    site_id = get_site_id(etl_conn)
+
+    if clean:
+        logger.info("清理 %s 之前的模拟数据...", CUTOFF_DATE)
+        clean_simulated_data(app_conn, CUTOFF_DATE)
+
+    total_days = (end_date - start_date).days + 1
+    logger.info(
+        "推演参数: %s ~ %s (%d天), site_id=%s, dry_run=%s",
+        start_date, end_date, total_days, site_id, dry_run,
+    )
+
+    # 内存中维护 active 任务集
+    active_tasks: dict[tuple[int, int], dict] = {}
+    stats = {
+        "created": 0, "completed": 0, "expired": 0,
+        "follow_up_created": 0, "recall_events": 0, "skipped_no_snapshot": 0,
+    }
+
+    t0 = time.time()
+    current = start_date
+    while current <= end_date:
+        snapshot = load_index_snapshot(etl_conn, site_id, current)
+
+        if not snapshot["relation"] and not snapshot["wbi"] and not snapshot["nci"]:
+            stats["skipped_no_snapshot"] += 1
+            current += timedelta(days=1)
+            continue
+
+        simulate_day(app_conn, etl_conn, site_id, current, snapshot, active_tasks, stats, dry_run)
+
+        day_num = (current - start_date).days + 1
+        if day_num % 30 == 0 or current == end_date:
+            elapsed = time.time() - t0
+            logger.info(
+                "进度: %s (%d/%d) | 已创建=%d 已完成=%d 已过期=%d 回访=%d 事件=%d | %.0fs",
+                current, day_num, total_days,
+                stats["created"], stats["completed"], stats["expired"],
+                stats["follow_up_created"], stats["recall_events"], elapsed,
+            )
+
+        current += timedelta(days=1)
+
+    total_elapsed = time.time() - t0
+    logger.info("=" * 60)
+    logger.info("推演完成: %.1f 秒 (%.1f 分钟)", total_elapsed, total_elapsed / 60)
+    logger.info("  任务创建: %d", stats["created"])
+    logger.info("  任务完成: %d", stats["completed"])
+    logger.info("  任务过期: %d", stats["expired"])
+    logger.info("  回访生成: %d", stats["follow_up_created"])
+    logger.info("  召回事件: %d", stats["recall_events"])
+    logger.info("  跳过（无快照）: %d", stats["skipped_no_snapshot"])
+    logger.info("  推演结束时 active 任务数: %d", len(active_tasks))
+
+    # 统计类型分布
+    type_dist = {}
+    for task in active_tasks.values():
+        tt = task["task_type"]
+        type_dist[tt] = type_dist.get(tt, 0) + 1
+    for tt, cnt in sorted(type_dist.items()):
+        logger.info("    %s: %d", tt, cnt)
+
+    etl_conn.close()
+    app_conn.close()
+
+
+def main():
+    parser = argparse.ArgumentParser(description="历史任务推演（基于指数日快照）")
+    parser.add_argument("--start", required=True, help="起始日期 (YYYY-MM-DD)")
+    parser.add_argument("--end", required=True, help="结束日期 (YYYY-MM-DD)")
+    parser.add_argument("--dry-run", action="store_true", help="干跑模式")
+    parser.add_argument("--clean", action="store_true", help="清理之前的模拟数据后重跑")
+    args = parser.parse_args()
+
+    start_date = date.fromisoformat(args.start)
+    end_date = date.fromisoformat(args.end)
+
+    if start_date > end_date:
+        print("错误：start 必须 <= end", file=sys.stderr)
+        sys.exit(1)
+
+    run_simulation(start_date, end_date, dry_run=args.dry_run, clean=args.clean)
+
+
+if __name__ == "__main__":
+    main()

scripts/ops/start-admin.ps1

@@ -6,7 +6,7 @@ $ErrorActionPreference = "Stop"
 
 try {
     # CHANGE 2026-03-07 | 定位项目根目录：从 bat 启动目录推算，不穿透 junction
-    # 背景：C:\NeoZQYY 是 junction → D:\NeoZQYY\...\repo，
+    # 背景：C:\Project\NeoZQYY 是 junction → D:\NeoZQYY\...\repo，
     # $MyInvocation.MyCommand.Path 和 Split-Path 都会穿透 junction 解析到 D 盘，
     # 导致后端 CWD、.venv python、.env 全部指向 D 盘副本。
     # 解决：优先用环境变量 NEOZQYY_ROOT；其次用 bat 传入的 %~dp0（不穿透 junction）；