From 2dfc926f96681f7e054b01016b15266b3e3ee0ab Mon Sep 17 00:00:00 2001
From: Neo <neo101neo101@gmail.com>
Date: Wed, 6 May 2026 16:39:07 +0800
Subject: [PATCH] =?UTF-8?q?feat(ai):=20W1-AI-CLOSURE=20=E8=B6=85=E7=BA=A7?=
 =?UTF-8?q?=20Sprint=20=E2=80=94=209=20APP=20=E5=85=A8=E9=93=BE=E8=B7=AF?=
 =?UTF-8?q?=E6=94=B6=E5=8F=A3=20+=20chat=20=E4=B8=8A=E4=B8=8B=E6=96=87?=
 =?UTF-8?q?=E7=9C=9F=E6=BF=80=E6=B4=BB?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Phase 2.3 chat 上下文捕获链路从未真正激活到完整工作:
- 14 处 ai-float-button 补 sourcePage,chat.ts 三分支同步设 pageFilters.contextId
- 后端 page_context 4 层 BUG 修(列名错位 + RLS site_id 未重设)
- xcx_chat filters.pop 破坏 body.page_context 引用 — dict() 浅拷贝隔离
- chat 流式 markdown 实时解析(表格/标题/列表/加粗 + KPI 富卡)
- reference_card KPI 富卡接入 SSE 路径,db 真写入
- 维客线索 source 显示规则:AI 来源用机器人 icon 替代长文字

数据库:
- public.member_retention_clue 加 emoji + runtime_mode + sandbox_instance_id
- biz.ai_run_logs 加 assistant_id + 复合索引
- chk_ai_cache_type CHECK 约束 8 类应用名
- cache_type / app_type 命名统一(app6_note / app7_customer / app8_consolidation)
- 历史 emoji 抽取脚本 44/44 成功

后端 silent failure 修:
- cleanup_service WHERE app_type → cache_type(90 天清理 + 20K 上限重新生效)
- _build_ai_insight 字段错位修复(app4 → app7 + 字段对齐 prompt schema)
- task_manager talkingPoints 改 app5_tactics + tactics 字段
- task_manager aiSuggestion 改取 one_line_summary
- cache_service.CACHE_EXPIRY_DAYS 加 app2a_finance_area
- WS /ws/ai-cache 加 token + JWT + site_id 校验(P0 信息泄露漏洞)
- internal_ai token 改 hmac.compare_digest

工具/文档:
- main.py 加 RotatingFileHandler logs/backend.log + uvicorn /health 过滤
- 新建 utils/clue_category.py(VI 6 类配色 + emoji fallback + source 显示规则)
- 新建 utils/markdown.ts(轻量 md 转 rich-text 解析 + streaming 容错)
- audit + 数据库变更说明 + backlog §七 #14 收口 + #15-#38 残余子任务
- backlog 追加 §十一 App1 参数/MCP/沙箱审计 + §十二 百炼/SQL MCP 主任务线

实地 MCP 走查:14 入口数据层 + 5 代表入口 sourcePage 注入 + customer-detail 全模块 + chat md 渲染 + reference_card 富卡 都已验证。9 项预先 BUG/UX 登记 §七 #29-#38 后续修复。

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 .../src/__tests__/adminAiAppTypes.test.ts     |  68 ++--
 apps/admin-web/src/pages/AIOperations.tsx     |  10 +-
 apps/admin-web/src/pages/AIRunLogs.tsx        |   4 +-
 apps/backend/app/ai/cache_service.py          |  14 +-
 .../app/ai/data_fetchers/page_context.py      |  65 +++-
 apps/backend/app/ai/dispatcher.py             |  79 +++--
 .../app/ai/prompts/app3_clue_prompt.py        |   4 +-
 .../app/ai/prompts/app4_analysis_prompt.py    |   4 +-
 .../app/ai/prompts/app5_tactics_prompt.py     |   2 +-
 .../app/ai/prompts/app6_note_prompt.py        |   2 +-
 .../app/ai/prompts/app7_customer_prompt.py    |   4 +-
 apps/backend/app/ai/schemas.py                |  15 +-
 apps/backend/app/main.py                      |  41 +++
 apps/backend/app/routers/internal_ai.py       |   4 +-
 apps/backend/app/routers/xcx_chat.py          |  33 +-
 .../app/schemas/member_retention_clue.py      |  10 +-
 apps/backend/app/schemas/xcx_chat.py          |  15 +-
 apps/backend/app/schemas/xcx_customers.py     |  24 +-
 apps/backend/app/schemas/xcx_tasks.py         |  16 +-
 .../app/services/ai/cleanup_service.py        |  40 ++-
 apps/backend/app/services/chat_service.py     |   9 +-
 apps/backend/app/services/customer_service.py |  73 +++-
 apps/backend/app/services/task_manager.py     | 117 ++++---
 apps/backend/app/utils/clue_category.py       |  64 ++++
 apps/backend/app/ws/ai_events.py              |  94 ++++-
 .../tasks/dws/member_consumption_task.py      |   2 +-
 .../feiqiu/tasks/dws/member_visit_task.py     |   2 +-
 .../components/clue-card/clue-card.wxml       |  12 +-
 .../components/clue-card/clue-card.wxss       |  13 +
 .../pages/board-coach/board-coach.wxml        |   4 +-
 .../pages/board-customer/board-customer.wxml  |   4 +-
 .../pages/board-finance/board-finance.wxml    |   5 +-
 .../pages/chat-history/chat-history.wxml      |   4 +-
 .../miniprogram/pages/chat/chat.ts            |  31 +-
 .../miniprogram/pages/chat/chat.wxml          |   5 +-
 .../miniprogram/pages/chat/chat.wxss          |  83 +++++
 .../pages/coach-detail/coach-detail.wxml      |   3 +
 .../coach-service-records.wxml                |   4 +-
 .../pages/customer-detail/customer-detail.ts  |  36 +-
 .../customer-detail/customer-detail.wxml      |  20 +-
 .../customer-service-records.wxml             |   4 +-
 .../pages/my-profile/my-profile.wxml          |   4 +-
 .../miniprogram/pages/notes/notes.wxml        |   4 +-
 .../performance-records.wxml                  |   4 +-
 .../pages/performance/performance.wxml        |   4 +-
 .../pages/task-detail/task-detail.json        |   3 +-
 .../pages/task-detail/task-detail.ts          |  26 +-
 .../pages/task-detail/task-detail.wxml        |   5 +-
 .../pages/task-list/task-list.wxml            |   4 +-
 .../miniprogram/miniprogram/utils/markdown.ts | 205 +++++++++++
 .../20260506__ai_closure_schema_fixes.sql     | 172 ++++++++++
 .../architecture-evolution-backlog.md         |  84 ++++-
 docs/audit/audit_dashboard.md                 |   5 +-
 .../2026-05-06__w1_ai_closure_super_sprint.md | 324 ++++++++++++++++++
 .../2026-05-06__ai_closure_schema_fixes.md    | 152 ++++++++
 scripts/ops/backfill_retention_clue_emoji.py  | 222 ++++++++++++
 56 files changed, 1983 insertions(+), 278 deletions(-)
 create mode 100644 apps/backend/app/utils/clue_category.py
 create mode 100644 apps/miniprogram/miniprogram/utils/markdown.ts
 create mode 100644 db/zqyy_app/migrations/20260506__ai_closure_schema_fixes.sql
 create mode 100644 docs/audit/changes/2026-05-06__w1_ai_closure_super_sprint.md
 create mode 100644 docs/database/changes/2026-05-06__ai_closure_schema_fixes.md
 create mode 100644 scripts/ops/backfill_retention_clue_emoji.py

diff --git a/apps/admin-web/src/__tests__/adminAiAppTypes.test.ts b/apps/admin-web/src/__tests__/adminAiAppTypes.test.ts
index d4210aa..5e0cef0 100644
--- a/apps/admin-web/src/__tests__/adminAiAppTypes.test.ts
+++ b/apps/admin-web/src/__tests__/adminAiAppTypes.test.ts
@@ -1,8 +1,11 @@
 /**
- * 回归测试：admin-web 手动执行 App 类型必须与后端 /api/admin/ai/run/{app_type} 对齐。
+ * 回归测试:admin-web app_type / cache_type 命名必须与后端
+ * (CacheTypeEnum + dispatcher 写入 + chk_ai_cache_type CHECK 约束)对齐。
  *
- * 缓存类型仍使用 `*_analysis` / `*_consolidated`，但手动执行和 run log
- * 应使用 dispatcher 支持的 app_type，避免前端发出后端 400 的路径。
+ * W1-AI-CLOSURE 组 1+5 命名统一后:
+ * - cache_type 与 app_type 使用同一组应用名(与 prompt 文件名一致)
+ * - 旧描述性后缀 'app6_note_analysis' / 'app7_customer_analysis' /
+ *   'app8_clue_consolidated' / 'app8_consolidate' 已绝迹,前端不再保留。
  */
 
 import { describe, expect, it } from "vitest";
@@ -10,34 +13,55 @@ import { RUN_APP_TYPES } from "../api/adminAI";
 import { CACHE_TYPE_OPTIONS, RUN_APP_TYPE_OPTIONS } from "../pages/AIOperations";
 import { RUN_LOG_APP_TYPE_OPTIONS } from "../pages/AIRunLogs";
 
-describe("admin AI app_type 对齐", () => {
-  it("手动执行类型使用后端支持的 app_type，而不是缓存类型", () => {
-    const apiTypes = [...RUN_APP_TYPES];
-    const runOptionValues = RUN_APP_TYPE_OPTIONS.map((item) => item.value);
+const NEW_APP_TYPES = [
+  "app2_finance",
+  "app2a_finance_area",
+  "app3_clue",
+  "app4_analysis",
+  "app5_tactics",
+  "app6_note",
+  "app7_customer",
+  "app8_consolidation",
+] as const;
 
-    for (const appType of ["app6_note", "app7_customer", "app8_consolidation"]) {
-      expect(apiTypes).toContain(appType);
+const LEGACY_NAMES = [
+  "app6_note_analysis",
+  "app7_customer_analysis",
+  "app8_clue_consolidated",
+  "app8_consolidate",
+];
+
+describe("admin AI app_type / cache_type 命名对齐", () => {
+  it("RUN_APP_TYPES 与统一命名一致", () => {
+    expect([...RUN_APP_TYPES]).toEqual(NEW_APP_TYPES);
+  });
+
+  it("手动执行下拉只暴露统一命名(8 个),不含旧描述性后缀", () => {
+    const runOptionValues = RUN_APP_TYPE_OPTIONS.map((item) => item.value);
+    for (const appType of NEW_APP_TYPES) {
       expect(runOptionValues).toContain(appType);
     }
-
-    for (const cacheType of ["app6_note_analysis", "app7_customer_analysis", "app8_clue_consolidated"]) {
-      expect(runOptionValues).not.toContain(cacheType);
+    for (const legacy of LEGACY_NAMES) {
+      expect(runOptionValues).not.toContain(legacy);
     }
   });
 
-  it("缓存失效继续使用 cache_type，避免破坏已有缓存管理", () => {
+  it("缓存失效下拉与统一命名对齐,不含旧描述性后缀", () => {
     const cacheOptionValues = CACHE_TYPE_OPTIONS.map((item) => item.value);
-
-    expect(cacheOptionValues).toContain("app6_note_analysis");
-    expect(cacheOptionValues).toContain("app7_customer_analysis");
-    expect(cacheOptionValues).toContain("app8_clue_consolidated");
+    for (const cacheType of NEW_APP_TYPES) {
+      expect(cacheOptionValues).toContain(cacheType);
+    }
+    for (const legacy of LEGACY_NAMES) {
+      expect(cacheOptionValues).not.toContain(legacy);
+    }
   });
 
-  it("调用记录筛选包含真实写入 ai_run_logs 的 app_type", () => {
+  it("调用记录筛选包含 chat + 8 个写缓存应用,不含旧 'app8_consolidate'", () => {
     const runLogOptionValues = RUN_LOG_APP_TYPE_OPTIONS.map((item) => item.value);
-
-    expect(runLogOptionValues).toContain("app6_note");
-    expect(runLogOptionValues).toContain("app7_customer");
-    expect(runLogOptionValues).toContain("app8_consolidate");
+    expect(runLogOptionValues).toContain("app1_chat");
+    for (const appType of NEW_APP_TYPES) {
+      expect(runLogOptionValues).toContain(appType);
+    }
+    expect(runLogOptionValues).not.toContain("app8_consolidate");
   });
 });
diff --git a/apps/admin-web/src/pages/AIOperations.tsx b/apps/admin-web/src/pages/AIOperations.tsx
index 1765bb1..45de107 100644
--- a/apps/admin-web/src/pages/AIOperations.tsx
+++ b/apps/admin-web/src/pages/AIOperations.tsx
@@ -33,13 +33,17 @@ const EVENT_TYPE_OPTIONS = [
 const { TextArea } = Input;
 const { Title } = Typography;
 
+// W1-AI-CLOSURE 组 1+5:cache_type 命名与 prompt 文件名 + 数据库 chk_ai_cache_type
+// 约束完全对齐(旧描述性后缀 _analysis / _consolidated 已废弃)。
 export const CACHE_TYPE_OPTIONS = [
+  { label: "App2 财务洞察(全域)", value: "app2_finance" },
+  { label: "App2a 财务洞察(区域)", value: "app2a_finance_area" },
   { label: "App3 维客线索", value: "app3_clue" },
   { label: "App4 关系分析", value: "app4_analysis" },
   { label: "App5 话术参考", value: "app5_tactics" },
-  { label: "App6 备注分析", value: "app6_note_analysis" },
-  { label: "App7 客户分析", value: "app7_customer_analysis" },
-  { label: "App8 线索整理", value: "app8_clue_consolidated" },
+  { label: "App6 备注分析", value: "app6_note" },
+  { label: "App7 客户分析", value: "app7_customer" },
+  { label: "App8 线索整理", value: "app8_consolidation" },
 ];
 
 export const RUN_APP_TYPE_OPTIONS: { label: string; value: AppType }[] = [
diff --git a/apps/admin-web/src/pages/AIRunLogs.tsx b/apps/admin-web/src/pages/AIRunLogs.tsx
index ef95849..8a8444b 100644
--- a/apps/admin-web/src/pages/AIRunLogs.tsx
+++ b/apps/admin-web/src/pages/AIRunLogs.tsx
@@ -253,8 +253,10 @@ const AIRunLogs: React.FC = () => {
 
 export default AIRunLogs;
 
+// W1-AI-CLOSURE 组 1+5:ai_run_logs.app_type 命名统一(数据库已 UPDATE);
+// 旧 'app8_consolidate' 已不再存在,从下拉移除。
 export const RUN_LOG_APP_TYPE_OPTIONS = [
   "app1_chat", "app2_finance", "app2a_finance_area", "app3_clue",
   "app4_analysis", "app5_tactics", "app6_note", "app7_customer",
-  "app8_consolidate", "app8_consolidation",
+  "app8_consolidation",
 ].map((v) => ({ label: v, value: v }));
diff --git a/apps/backend/app/ai/cache_service.py b/apps/backend/app/ai/cache_service.py
index e7fd19b..6826844 100644
--- a/apps/backend/app/ai/cache_service.py
+++ b/apps/backend/app/ai/cache_service.py
@@ -27,15 +27,19 @@ from app.services.runtime_context import (
 
 logger = logging.getLogger(__name__)
 
-# 缓存过期策略：cache_type → 过期天数（0 表示当日 23:59:59）
+# 缓存过期策略:cache_type → 过期天数(0 表示当日 23:59:59)
+# 命名与 prompt 文件名一致(W1-AI-CLOSURE 组 1 数据库迁移已统一)。
+# P0-11 修正:补 app2a_finance_area,与 app2_finance 同当日过期策略,
+# 之前漏配导致 64 个区域组合缓存 expires_at=NULL 永不过期。
 CACHE_EXPIRY_DAYS: dict[str, int] = {
-    "app2_finance": 0,          # 当日 23:59:59
+    "app2_finance": 0,
+    "app2a_finance_area": 0,
     "app3_clue": 7,
     "app4_analysis": 7,
     "app5_tactics": 7,
-    "app6_note_analysis": 30,
-    "app7_customer_analysis": 7,
-    "app8_clue_consolidated": 7,
+    "app6_note": 30,
+    "app7_customer": 7,
+    "app8_consolidation": 7,
 }
 
 # 每 App 保留上限
diff --git a/apps/backend/app/ai/data_fetchers/page_context.py b/apps/backend/app/ai/data_fetchers/page_context.py
index 589ba5d..27bad6c 100644
--- a/apps/backend/app/ai/data_fetchers/page_context.py
+++ b/apps/backend/app/ai/data_fetchers/page_context.py
@@ -192,6 +192,13 @@ def _text_customer_detail(
     try:
         etl_conn = get_etl_readonly_connection(site_id)
         with etl_conn.cursor() as cur:
+            # W1-AI-CLOSURE 复盘修正:get_etl_readonly_connection 在 SET LOCAL 后
+            # commit(LOCAL 失效),后续 cursor 进入新事务,RLS 视图 current_setting
+            # ('app.current_site_id') 拿到空串导致 bigint 转换失败。每次 cursor 必须
+            # 重新 SET 当前事务的 GUC(对齐 member_data.py / assistant_data.py 模式)。
+            cur.execute(
+                "SET LOCAL app.current_site_id = %s", (str(site_id),)
+            )
             cur.execute(
                 "SET LOCAL statement_timeout = %s",
                 (f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
@@ -210,21 +217,34 @@ def _text_customer_detail(
             nickname = m_row[0] if m_row else f"ID:{member_id}"
 
             # 最近 5 条消费
+            # W1-AI-CLOSURE 复盘修正:列名错位 — v_dwd_settlement_head 实际列是
+            # pay_time / settle_name(无 settle_date / room_name);items_sum 按
+            # DWD-DOC 强制规则 #1 用合成表达式(consume_money 禁止直接计算)。
             cur.execute(
                 """
-                SELECT settle_date, items_sum, room_name
+                SELECT
+                    pay_time,
+                    (COALESCE(table_charge_money, 0)
+                     + COALESCE(goods_money, 0)
+                     + COALESCE(assistant_pd_money, 0)
+                     + COALESCE(assistant_cx_money, 0)
+                     + COALESCE(electricity_money, 0)) AS items_sum,
+                    settle_name
                 FROM app.v_dwd_settlement_head
                 WHERE member_id = %s AND settle_type IN (1, 3)
-                ORDER BY settle_date DESC LIMIT 5
+                ORDER BY pay_time DESC LIMIT 5
                 """,
                 (member_id,),
             )
             recent = cur.fetchall()
 
             # 余额
+            # W1-AI-CLOSURE 复盘修正:列名 balance_amount 不存在,实际列是
+            # cash_card_balance / gift_card_balance / total_card_balance;
+            # total_card_balance 是合计储值(对齐 customer_service.balance 字段)。
             cur.execute(
                 """
-                SELECT balance_amount
+                SELECT total_card_balance
                 FROM app.v_dws_member_consumption_summary
                 WHERE member_id = %s LIMIT 1
                 """,
@@ -233,14 +253,15 @@ def _text_customer_detail(
             bal_row = cur.fetchone()
         etl_conn.commit()
 
-        # 维客线索
+        # 维客线索(W1-AI-CLOSURE 复盘修正:列名 created_at 不存在,实际是 recorded_at;
+        # 表加 schema 前缀 public 防 search_path 漂移;补 is_hidden 过滤)
         biz_conn = get_connection()
         with biz_conn.cursor() as cur:
             cur.execute(
                 """
-                SELECT summary FROM member_retention_clue
-                WHERE member_id = %s AND site_id = %s
-                ORDER BY created_at DESC LIMIT 5
+                SELECT summary FROM public.member_retention_clue
+                WHERE member_id = %s AND site_id = %s AND is_hidden = false
+                ORDER BY recorded_at DESC LIMIT 5
                 """,
                 (member_id, site_id),
             )
@@ -281,6 +302,11 @@ def _text_coach_detail(
     try:
         etl_conn = get_etl_readonly_connection(site_id)
         with etl_conn.cursor() as cur:
+            # W1-AI-CLOSURE 复盘修正:get_etl_readonly_connection 在 SET LOCAL 后
+            # commit(LOCAL 失效),后续 cursor 在新事务中 RLS 视图查不到 site_id。
+            cur.execute(
+                "SET LOCAL app.current_site_id = %s", (str(site_id),)
+            )
             cur.execute(
                 "SET LOCAL statement_timeout = %s",
                 (f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
@@ -348,6 +374,11 @@ def _text_board_finance(
     try:
         etl_conn = get_etl_readonly_connection(site_id)
         with etl_conn.cursor() as cur:
+            # W1-AI-CLOSURE 复盘修正:get_etl_readonly_connection 在 SET LOCAL 后
+            # commit(LOCAL 失效),后续 cursor 在新事务中 RLS 视图查不到 site_id。
+            cur.execute(
+                "SET LOCAL app.current_site_id = %s", (str(site_id),)
+            )
             cur.execute(
                 "SET LOCAL statement_timeout = %s",
                 (f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
@@ -399,6 +430,11 @@ def _text_board_customer(
     try:
         etl_conn = get_etl_readonly_connection(site_id)
         with etl_conn.cursor() as cur:
+            # W1-AI-CLOSURE 复盘修正:get_etl_readonly_connection 在 SET LOCAL 后
+            # commit(LOCAL 失效),后续 cursor 在新事务中 RLS 视图查不到 site_id。
+            cur.execute(
+                "SET LOCAL app.current_site_id = %s", (str(site_id),)
+            )
             cur.execute(
                 "SET LOCAL statement_timeout = %s",
                 (f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
@@ -456,6 +492,11 @@ def _text_board_coach(
     try:
         etl_conn = get_etl_readonly_connection(site_id)
         with etl_conn.cursor() as cur:
+            # W1-AI-CLOSURE 复盘修正:get_etl_readonly_connection 在 SET LOCAL 后
+            # commit(LOCAL 失效),后续 cursor 在新事务中 RLS 视图查不到 site_id。
+            cur.execute(
+                "SET LOCAL app.current_site_id = %s", (str(site_id),)
+            )
             cur.execute(
                 "SET LOCAL statement_timeout = %s",
                 (f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
@@ -515,6 +556,11 @@ def _text_performance(
     try:
         etl_conn = get_etl_readonly_connection(site_id)
         with etl_conn.cursor() as cur:
+            # W1-AI-CLOSURE 复盘修正:get_etl_readonly_connection 在 SET LOCAL 后
+            # commit(LOCAL 失效),后续 cursor 在新事务中 RLS 视图查不到 site_id。
+            cur.execute(
+                "SET LOCAL app.current_site_id = %s", (str(site_id),)
+            )
             cur.execute(
                 "SET LOCAL statement_timeout = %s",
                 (f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
@@ -599,6 +645,11 @@ def _text_customer_service_records(
     try:
         etl_conn = get_etl_readonly_connection(site_id)
         with etl_conn.cursor() as cur:
+            # W1-AI-CLOSURE 复盘修正:get_etl_readonly_connection 在 SET LOCAL 后
+            # commit(LOCAL 失效),后续 cursor 在新事务中 RLS 视图查不到 site_id。
+            cur.execute(
+                "SET LOCAL app.current_site_id = %s", (str(site_id),)
+            )
             cur.execute(
                 "SET LOCAL statement_timeout = %s",
                 (f"{FDW_QUERY_TIMEOUT_SEC * 1000}",),
diff --git a/apps/backend/app/ai/dispatcher.py b/apps/backend/app/ai/dispatcher.py
index 87e611b..62dbe05 100644
--- a/apps/backend/app/ai/dispatcher.py
+++ b/apps/backend/app/ai/dispatcher.py
@@ -545,67 +545,86 @@ class AIDispatcher:
         consolidate_result: dict,
         source: str,
     ) -> None:
-        """全量替换 member_retention_clue：DELETE 同源旧记录 + INSERT 新记录（事务）。
+        """全量替换 member_retention_clue:DELETE 同源旧记录 + INSERT 新记录(事务)。
 
-        同一 member 同一 site 同一 source 当天只保留最新一批。
-        人工线索（source='manual'）不受影响。
+        同一 member + site + source + (runtime_mode, sandbox_instance_id) 全量替换:
+        live 模式只覆盖 live 数据,sandbox 实例只覆盖该实例数据;互不污染。
+        人工线索(source='manual')不受影响。
         事务失败自动回滚。
 
-        字段映射：
+        字段映射(W1-AI-CLOSURE 组 3 修正:emoji 独立列,不再嵌 summary):
         - category → category
-        - emoji + " " + summary → summary（如 "📅 偏好周末下午时段消费"）
+        - summary → summary(原文,不拼 emoji 前缀)
+        - emoji → emoji(独立列)
         - detail → detail
         - providers → recorded_by_name
+        - runtime_mode + sandbox_instance_id → 同列(沙箱隔离)
         """
         from app.database import get_connection
+        from app.services.runtime_context import (
+            LIVE_INSTANCE_ID,
+            MODE_LIVE,
+            MODE_SANDBOX,
+            get_runtime_context,
+        )
 
         clues = consolidate_result.get("clues", [])
         if not clues:
             logger.info(
-                "App8 无线索数据，跳过写入: member_id=%d site_id=%d", member_id, site_id,
+                "App8 无线索数据,跳过写入: member_id=%d site_id=%d", member_id, site_id,
             )
             return
 
         conn = get_connection()
         try:
+            ctx = get_runtime_context(site_id, conn=conn)
+            if ctx.is_sandbox and ctx.sandbox_instance_id:
+                runtime_mode = MODE_SANDBOX
+                sandbox_instance_id = ctx.sandbox_instance_id
+            else:
+                runtime_mode = MODE_LIVE
+                sandbox_instance_id = LIVE_INSTANCE_ID
+
             with conn.cursor() as cur:
                 cur.execute(
                     """
-                    DELETE FROM member_retention_clue
+                    DELETE FROM public.member_retention_clue
                     WHERE member_id = %s AND site_id = %s AND source = %s
+                      AND runtime_mode = %s AND sandbox_instance_id = %s
                     """,
-                    (member_id, site_id, source),
+                    (member_id, site_id, source, runtime_mode, sandbox_instance_id),
                 )
                 deleted = cur.rowcount
 
                 for clue in clues:
-                    emoji = clue.get("emoji", "")
-                    raw_summary = clue.get("summary", "")
-                    summary = f"{emoji} {raw_summary}" if emoji else raw_summary
-
                     cur.execute(
                         """
-                        INSERT INTO member_retention_clue
-                            (member_id, category, summary, detail, site_id,
-                             source, recorded_by_name, recorded_by_assistant_id)
-                        VALUES (%s, %s, %s, %s, %s, %s, %s, NULL)
+                        INSERT INTO public.member_retention_clue
+                            (member_id, category, summary, detail, emoji, site_id,
+                             source, recorded_by_name, recorded_by_assistant_id,
+                             runtime_mode, sandbox_instance_id)
+                        VALUES (%s, %s, %s, %s, %s, %s, %s, %s, NULL, %s, %s)
                         """,
                         (
                             member_id,
                             clue.get("category", "客户基础"),
-                            summary,
+                            clue.get("summary", ""),
                             clue.get("detail", ""),
+                            clue.get("emoji", ""),
                             site_id,
                             source,
                             clue.get("providers", ""),
+                            runtime_mode,
+                            sandbox_instance_id,
                         ),
                     )
 
                 conn.commit()
                 logger.info(
                     "维客线索全量替换完成: member_id=%d site_id=%d source=%s "
-                    "deleted=%d inserted=%d",
-                    member_id, site_id, source, deleted, len(clues),
+                    "runtime=%s/%s deleted=%d inserted=%d",
+                    member_id, site_id, source,
+                    runtime_mode, sandbox_instance_id, deleted, len(clues),
                 )
         except Exception:
             conn.rollback()
@@ -682,7 +701,7 @@ class AIDispatcher:
         # ── Step 2: App8 线索整合 ──
         app3_clues = (app3_result or {}).get("clues", []) if isinstance(app3_result, dict) else []
         app6_clues, app6_generated_at = self._fetch_recent_clues(
-            CacheTypeEnum.APP6_NOTE_ANALYSIS.value, site_id, member_id,
+            CacheTypeEnum.APP6_NOTE.value, site_id, member_id,
         )
 
         try:
@@ -701,11 +720,11 @@ class AIDispatcher:
         app8_result = None
         if app8_prompt:
             app8_result = await self._run_step(
-                "app8_consolidate", self.config.app_id_8_consolidate,
+                "app8_consolidation", self.config.app_id_8_consolidate,
                 app8_prompt, context,
             )
             self._write_cache(
-                CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value, site_id, str(member_id),
+                CacheTypeEnum.APP8_CONSOLIDATION.value, site_id, str(member_id),
                 app8_result, "consumption",
             )
             if app8_result is not None:
@@ -738,7 +757,7 @@ class AIDispatcher:
                 app7_prompt, context,
             )
             self._write_cache(
-                CacheTypeEnum.APP7_CUSTOMER_ANALYSIS.value, site_id, str(member_id),
+                CacheTypeEnum.APP7_CUSTOMER.value, site_id, str(member_id),
                 app7_result, "consumption",
             )
 
@@ -781,7 +800,7 @@ class AIDispatcher:
             )
             score = (app6_result or {}).get("score") if isinstance(app6_result, dict) else None
             self._write_cache(
-                CacheTypeEnum.APP6_NOTE_ANALYSIS.value, site_id, str(member_id),
+                CacheTypeEnum.APP6_NOTE.value, site_id, str(member_id),
                 app6_result, "note_created", score=score,
             )
 
@@ -805,11 +824,11 @@ class AIDispatcher:
             return
 
         app8_result = await self._run_step(
-            "app8_consolidate", self.config.app_id_8_consolidate,
+            "app8_consolidation", self.config.app_id_8_consolidate,
             app8_prompt, context,
         )
         self._write_cache(
-            CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value, site_id, str(member_id),
+            CacheTypeEnum.APP8_CONSOLIDATION.value, site_id, str(member_id),
             app8_result, "note_created",
         )
         if app8_result is not None:
@@ -1070,7 +1089,7 @@ class AIDispatcher:
                 raise ValueError("app6_note 需要 member_id")
             prompt = await build_app6_prompt(context, self.cache_svc)
             app_id = self.config.app_id_6_note
-            cache_type = CacheTypeEnum.APP6_NOTE_ANALYSIS.value
+            cache_type = CacheTypeEnum.APP6_NOTE.value
             target_id = str(context["member_id"])
 
         elif app_type == "app7_customer":
@@ -1078,7 +1097,7 @@ class AIDispatcher:
                 raise ValueError("app7_customer 需要 member_id")
             prompt = await build_app7_prompt(context, self.cache_svc)
             app_id = self.config.app_id_7_customer
-            cache_type = CacheTypeEnum.APP7_CUSTOMER_ANALYSIS.value
+            cache_type = CacheTypeEnum.APP7_CUSTOMER.value
             target_id = str(context["member_id"])
 
         elif app_type == "app8_consolidation":
@@ -1090,7 +1109,7 @@ class AIDispatcher:
                 CacheTypeEnum.APP3_CLUE.value, site_id, member_id,
             )
             app6_clues, app6_at = self._fetch_recent_clues(
-                CacheTypeEnum.APP6_NOTE_ANALYSIS.value, site_id, member_id,
+                CacheTypeEnum.APP6_NOTE.value, site_id, member_id,
             )
             prompt = await build_app8_prompt({
                 "site_id": site_id,
@@ -1101,7 +1120,7 @@ class AIDispatcher:
                 "app6_generated_at": app6_at,
             })
             app_id = self.config.app_id_8_consolidate
-            cache_type = CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value
+            cache_type = CacheTypeEnum.APP8_CONSOLIDATION.value
             target_id = str(member_id)
         else:
             raise ValueError(f"不支持的 app_type: {app_type}")
diff --git a/apps/backend/app/ai/prompts/app3_clue_prompt.py b/apps/backend/app/ai/prompts/app3_clue_prompt.py
index 2685767..59219fd 100644
--- a/apps/backend/app/ai/prompts/app3_clue_prompt.py
+++ b/apps/backend/app/ai/prompts/app3_clue_prompt.py
@@ -108,7 +108,7 @@ def _build_reference(
     target_id = str(member_id)
 
     app6_latest = cache_svc.get_latest(
-        CacheTypeEnum.APP6_NOTE_ANALYSIS.value, site_id, target_id,
+        CacheTypeEnum.APP6_NOTE.value, site_id, target_id,
     )
     if app6_latest:
         ref["app6_note_clues"] = {
@@ -117,7 +117,7 @@ def _build_reference(
         }
 
     app8_history = cache_svc.get_history(
-        CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value, site_id, target_id, limit=2,
+        CacheTypeEnum.APP8_CONSOLIDATION.value, site_id, target_id, limit=2,
     )
     if app8_history:
         ref["app8_history"] = [
diff --git a/apps/backend/app/ai/prompts/app4_analysis_prompt.py b/apps/backend/app/ai/prompts/app4_analysis_prompt.py
index 97255fd..7794480 100644
--- a/apps/backend/app/ai/prompts/app4_analysis_prompt.py
+++ b/apps/backend/app/ai/prompts/app4_analysis_prompt.py
@@ -131,7 +131,7 @@ def _build_reference(
     target_id = str(member_id)
 
     latest = cache_svc.get_latest(
-        CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value, site_id, target_id,
+        CacheTypeEnum.APP8_CONSOLIDATION.value, site_id, target_id,
     )
     if latest:
         ref["app8_latest"] = {
@@ -140,7 +140,7 @@ def _build_reference(
         }
 
     history = cache_svc.get_history(
-        CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value, site_id, target_id, limit=2,
+        CacheTypeEnum.APP8_CONSOLIDATION.value, site_id, target_id, limit=2,
     )
     if history:
         ref["app8_history"] = [
diff --git a/apps/backend/app/ai/prompts/app5_tactics_prompt.py b/apps/backend/app/ai/prompts/app5_tactics_prompt.py
index e29ee1a..7712c8a 100644
--- a/apps/backend/app/ai/prompts/app5_tactics_prompt.py
+++ b/apps/backend/app/ai/prompts/app5_tactics_prompt.py
@@ -130,7 +130,7 @@ def _build_reference(
 
     ref: dict = {}
     history = cache_svc.get_history(
-        CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value,
+        CacheTypeEnum.APP8_CONSOLIDATION.value,
         site_id,
         str(member_id),
         limit=2,
diff --git a/apps/backend/app/ai/prompts/app6_note_prompt.py b/apps/backend/app/ai/prompts/app6_note_prompt.py
index 38a32ed..0ec4fcf 100644
--- a/apps/backend/app/ai/prompts/app6_note_prompt.py
+++ b/apps/backend/app/ai/prompts/app6_note_prompt.py
@@ -128,7 +128,7 @@ def _build_reference(
         }
 
     app8_history = cache_svc.get_history(
-        CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value, site_id, target_id, limit=2,
+        CacheTypeEnum.APP8_CONSOLIDATION.value, site_id, target_id, limit=2,
     )
     if app8_history:
         ref["app8_history"] = [
diff --git a/apps/backend/app/ai/prompts/app7_customer_prompt.py b/apps/backend/app/ai/prompts/app7_customer_prompt.py
index b3e4932..963a8c9 100644
--- a/apps/backend/app/ai/prompts/app7_customer_prompt.py
+++ b/apps/backend/app/ai/prompts/app7_customer_prompt.py
@@ -125,7 +125,7 @@ def _build_reference(
     target_id = str(member_id)
 
     latest = cache_svc.get_latest(
-        CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value, site_id, target_id,
+        CacheTypeEnum.APP8_CONSOLIDATION.value, site_id, target_id,
     )
     if latest:
         ref["app8_latest"] = {
@@ -134,7 +134,7 @@ def _build_reference(
         }
 
     history = cache_svc.get_history(
-        CacheTypeEnum.APP8_CLUE_CONSOLIDATED.value, site_id, target_id, limit=2,
+        CacheTypeEnum.APP8_CONSOLIDATION.value, site_id, target_id, limit=2,
     )
     if history:
         ref["app8_history"] = [
diff --git a/apps/backend/app/ai/schemas.py b/apps/backend/app/ai/schemas.py
index 5bdb255..d407fbd 100644
--- a/apps/backend/app/ai/schemas.py
+++ b/apps/backend/app/ai/schemas.py
@@ -36,14 +36,21 @@ class SSEEvent(BaseModel):
 
 
 class CacheTypeEnum(str, enum.Enum):
+    """ai_cache.cache_type 允许的取值(8 类,与 prompt 文件名 + 数据库 chk_ai_cache_type
+    约束完全对齐;app1_chat 走 ai_messages 不进缓存)。
+
+    W1-AI-CLOSURE 组 1 命名统一:旧名字 app6_note_analysis / app7_customer_analysis /
+    app8_clue_consolidated / app8_consolidate 已在数据库迁移中清理,代码不再使用。
+    """
+
     APP2_FINANCE = "app2_finance"
-    APP2A_FINANCE_AREA = "app2a_finance_area"  # 2026-04-23 新增：区域财务洞察（64 组合）
+    APP2A_FINANCE_AREA = "app2a_finance_area"
     APP3_CLUE = "app3_clue"
     APP4_ANALYSIS = "app4_analysis"
     APP5_TACTICS = "app5_tactics"
-    APP6_NOTE_ANALYSIS = "app6_note_analysis"
-    APP7_CUSTOMER_ANALYSIS = "app7_customer_analysis"
-    APP8_CLUE_CONSOLIDATED = "app8_clue_consolidated"
+    APP6_NOTE = "app6_note"
+    APP7_CUSTOMER = "app7_customer"
+    APP8_CONSOLIDATION = "app8_consolidation"
 
 
 # ── 线索相关 ──
diff --git a/apps/backend/app/main.py b/apps/backend/app/main.py
index 82ae412..183b4e3 100644
--- a/apps/backend/app/main.py
+++ b/apps/backend/app/main.py
@@ -11,6 +11,47 @@ from fastapi import FastAPI
 from fastapi.middleware.cors import CORSMiddleware
 from starlette.exceptions import HTTPException as StarletteHTTPException
 
+
+# ── 日志配置(W1-AI-CLOSURE 复盘加固):文件输出 + 过滤 /health 访问日志 ──
+# 1. 所有 INFO+ 日志同时写到仓库根 logs/backend.log(滚动 5 个,每个 20MB 上限)
+# 2. uvicorn.access 中含 "/health" 的访问日志被过滤(健康检查 noise 抑制)
+def _configure_logging() -> None:
+    import logging
+    from logging.handlers import RotatingFileHandler
+    from pathlib import Path
+
+    log_dir = Path(__file__).resolve().parents[3] / "logs"
+    log_dir.mkdir(exist_ok=True)
+    log_file = log_dir / "backend.log"
+
+    file_handler = RotatingFileHandler(
+        log_file, maxBytes=20 * 1024 * 1024, backupCount=5, encoding="utf-8"
+    )
+    file_handler.setFormatter(
+        logging.Formatter("%(asctime)s [%(levelname)s] %(name)s: %(message)s")
+    )
+
+    root = logging.getLogger()
+    # 防止重复挂载(uvicorn --reload 可能重入)
+    if not any(
+        isinstance(h, RotatingFileHandler) and getattr(h, "baseFilename", None) == str(log_file)
+        for h in root.handlers
+    ):
+        root.addHandler(file_handler)
+    if root.level > logging.INFO or root.level == logging.NOTSET:
+        root.setLevel(logging.INFO)
+
+    class _SuppressHealthAccess(logging.Filter):
+        def filter(self, record: logging.LogRecord) -> bool:
+            return "/health" not in record.getMessage()
+
+    access_logger = logging.getLogger("uvicorn.access")
+    if not any(isinstance(f, _SuppressHealthAccess) for f in access_logger.filters):
+        access_logger.addFilter(_SuppressHealthAccess())
+
+
+_configure_logging()
+
 from app.middleware.response_wrapper import (
     ResponseWrapperMiddleware,
     http_exception_handler,
diff --git a/apps/backend/app/routers/internal_ai.py b/apps/backend/app/routers/internal_ai.py
index 85009e7..5457d35 100644
--- a/apps/backend/app/routers/internal_ai.py
+++ b/apps/backend/app/routers/internal_ai.py
@@ -76,7 +76,9 @@ def verify_internal_token(authorization: str = Header(...)) -> str:
             detail="AI 配置异常",
         )
 
-    if token != config.internal_api_token:
+    # P1-7 修正:用 hmac.compare_digest 防时序攻击,而不是 Python `==` 字符串比较
+    import hmac
+    if not hmac.compare_digest(token, config.internal_api_token or ""):
         raise HTTPException(
             status_code=status.HTTP_401_UNAUTHORIZED,
             detail="Token 不匹配",
diff --git a/apps/backend/app/routers/xcx_chat.py b/apps/backend/app/routers/xcx_chat.py
index bbe85f5..aeb629d 100644
--- a/apps/backend/app/routers/xcx_chat.py
+++ b/apps/backend/app/routers/xcx_chat.py
@@ -218,9 +218,10 @@ async def chat_stream(
                 try:
                     from app.ai.data_fetchers import build_page_text
 
-                    filters = {}
-                    if body.page_context:
-                        filters = body.page_context
+                    # W1-AI-CLOSURE 复盘修正:必须 dict() 浅拷贝,否则 filters.pop("contextId")
+                    # 会破坏 body.page_context(同引用),导致后续 reference_card 块
+                    # 拿不到 contextId(返回 None,跳过 KPI 富卡构建)。
+                    filters = dict(body.page_context) if body.page_context else {}
                     context_id = filters.pop("contextId", None)
                     page_text = await build_page_text(
                         source_page=body.source_page,
@@ -266,14 +267,34 @@ async def chat_stream(
             full_reply = "".join(full_reply_parts)
             estimated_tokens = len(full_reply)
 
-            # Phase 1.3：assistant 消息挂 reference_card（若用户从特定详情页入口发起对话）
+            # Phase 1.3 + W1-AI-CLOSURE 组 4(P0-15):assistant 消息挂 reference_card。
+            # customer-detail / customer-service-records 入口走 KPI 富卡(余额/30 天消费/到店),
+            # 其他入口走简单跳转链接卡(保持现状)。
             try:
                 from app.ai.references import build_app1_reference_card
                 _ref_card = None
                 _pc = body.page_context or {}
-                _ctx_id = _pc.get("contextId") or _pc.get("taskId") or _pc.get("customerId") or _pc.get("coachId")
+                _ctx_id = (
+                    _pc.get("contextId")
+                    or _pc.get("taskId")
+                    or _pc.get("customerId")
+                    or _pc.get("coachId")
+                )
                 if body.source_page and _ctx_id:
-                    _ref_card = build_app1_reference_card(body.source_page, _ctx_id)
+                    if body.source_page in ("customer-detail", "customer-service-records"):
+                        try:
+                            _customer_id = int(_ctx_id)
+                            _ref_card = svc.build_reference_card(_customer_id, user.site_id)
+                            if _ref_card:
+                                _ref_card.setdefault(
+                                    "link",
+                                    f"/pages/customer-detail/customer-detail?customerId={_ctx_id}",
+                                )
+                                _ref_card.setdefault("source_page", body.source_page)
+                        except (ValueError, TypeError):
+                            _ref_card = None
+                    if _ref_card is None:
+                        _ref_card = build_app1_reference_card(body.source_page, _ctx_id)
             except Exception:
                 logger.warning("构建 reference_card 失败", exc_info=True)
                 _ref_card = None
diff --git a/apps/backend/app/schemas/member_retention_clue.py b/apps/backend/app/schemas/member_retention_clue.py
index 70c0be9..997524c 100644
--- a/apps/backend/app/schemas/member_retention_clue.py
+++ b/apps/backend/app/schemas/member_retention_clue.py
@@ -1,7 +1,9 @@
 """
 维客线索相关 Pydantic 模型。
 
-大类枚举：客户基础信息、消费习惯、玩法偏好、促销偏好、社交关系、重要反馈
+大类枚举(6 类,与数据库 chk_retention_clue_category 约束 + ai/schemas
+App3CategoryEnum / App6CategoryEnum 完全对齐):
+客户基础、消费习惯、玩法偏好、促销偏好、社交关系、重要反馈
 """
 
 from datetime import datetime
@@ -12,8 +14,10 @@ from pydantic import BaseModel, Field
 
 
 class ClueCategory(str, Enum):
-    """维客线索大类枚举"""
-    BASIC_INFO = "客户基础信息"
+    """维客线索大类枚举(W1-AI-CLOSURE 组 5:'客户基础信息' 字面量纠正为 '客户基础',
+    旧值与数据库 CHECK 约束不一致,POST /api/retention-clue 写库会失败)。"""
+
+    BASIC_INFO = "客户基础"
     CONSUMPTION = "消费习惯"
     PLAY_PREF = "玩法偏好"
     PROMO_PREF = "促销偏好"
diff --git a/apps/backend/app/schemas/xcx_chat.py b/apps/backend/app/schemas/xcx_chat.py
index 05f5627..dda9b07 100644
--- a/apps/backend/app/schemas/xcx_chat.py
+++ b/apps/backend/app/schemas/xcx_chat.py
@@ -40,12 +40,19 @@ class ChatHistoryResponse(CamelModel):
 
 
 class ReferenceCard(CamelModel):
-    """引用卡片，附加在 AI 回复消息中的结构化上下文数据。"""
+    """引用卡片,附加在消息中的结构化上下文数据。
 
-    type: str  # 'customer' | 'record'
+    W1-AI-CLOSURE 组 4 修正(P0-13):补全 link / source_page 字段,与
+    references.py:91 build_app1_reference_card 的实际输出对齐。之前 schema
+    缺这两字段导致 Pydantic 序列化时丢失,前端 wxml 的 link 跳转按钮永远拿不到 link。
+    """
+
+    type: str  # 'customer' | 'record' | 'member' | 'task' 等
     title: str
-    summary: str
-    data: dict[str, str]  # 键值对详情
+    summary: str = ""
+    data: dict[str, str] | None = None
+    link: str | None = None  # 跳转链接(如 /pages/customer-detail/...)
+    source_page: str | None = None  # 起源页面(用于回链定位)
 
 
 class ChatMessageItem(CamelModel):
diff --git a/apps/backend/app/schemas/xcx_customers.py b/apps/backend/app/schemas/xcx_customers.py
index b4c7fce..9c73ada 100644
--- a/apps/backend/app/schemas/xcx_customers.py
+++ b/apps/backend/app/schemas/xcx_customers.py
@@ -8,7 +8,12 @@ from app.schemas.base import CamelModel
 
 
 class AiStrategy(CamelModel):
-    color: str
+    """App7 客户分析策略单条(对齐 demo 标杆 wxml `{{item.text}}` 单字段)。
+
+    W1-AI-CLOSURE 组 3 + 复盘修正:服务层把 prompt schema 的 {title, content}
+    拼接成 demo 标杆的 text 单字段;color 由前端按 index 轮换 6 色。
+    """
+
     text: str
 
 class AiInsight(CamelModel):
@@ -71,8 +76,23 @@ class ConsumptionRecord(CamelModel):
     recharge_amount: float | None = None
 
 class RetentionClue(CamelModel):
-    type: str
+    """维客线索单条(对齐 clue-card 组件契约 + task-detail.ts 字段命名)。
+
+    W1-AI-CLOSURE 组 3 修正:从 {type, text} 2 字段扩展为 6 字段。
+    - tag: 中文分类(如 "客户基础"),前端 wxml 显示用,可由 css 强制两行
+    - tag_color: 6 类配色 alias(VI-DESIGN-SYSTEM §2.1:primary/success/orange/gold/purple/error)
+    - emoji: 独立 emoji 字符,App8 prompt 输出独立字段(W1-AI-CLOSURE 组 1 加列)
+    - text: summary 主文案(20 字内)
+    - source: 显示用来源("AI" / "系统" / 录入人姓名),前端拼 "By:" 前缀
+    - desc: detail 详情(120 字内,可空,前端可折叠展示)
+    """
+
+    tag: str
+    tag_color: str
+    emoji: str = ""
     text: str
+    source: str = ""
+    desc: str = ""
 
 class CustomerNote(CamelModel):
     id: int
diff --git a/apps/backend/app/schemas/xcx_tasks.py b/apps/backend/app/schemas/xcx_tasks.py
index 8120fd1..0b30f4e 100644
--- a/apps/backend/app/schemas/xcx_tasks.py
+++ b/apps/backend/app/schemas/xcx_tasks.py
@@ -123,8 +123,20 @@ class ServiceRecord(CamelModel):
     date: str
 
 
+class TacticItem(CamelModel):
+    """App5 话术单条(场景 + 话术)。
+
+    W1-AI-CLOSURE 组 3 修正:talking_points 从 list[str] 改为 list[TacticItem],
+    对齐 App5Result.tactics(prompt schema 权威 — 之前查的 cache_type
+    'app5_talking_points' 与字段 'talking_points' 全是不存在的幽灵命名,P0-6)。
+    """
+
+    scenario: str
+    script: str
+
+
 class AiAnalysis(CamelModel):
-    """AI 分析结果。"""
+    """AI 分析结果(对齐 App4Result one_line_summary + action_suggestions)。"""
 
     summary: str
     suggestions: list[str]
@@ -169,7 +181,7 @@ class TaskDetailResponse(CamelModel):
     balance: float | None = None
     # 扩展模块
     retention_clues: list[RetentionClue]
-    talking_points: list[str]
+    talking_points: list[TacticItem]
     service_summary: ServiceSummary
     service_records: list[ServiceRecord]
     ai_analysis: AiAnalysis
diff --git a/apps/backend/app/services/ai/cleanup_service.py b/apps/backend/app/services/ai/cleanup_service.py
index 40ba16f..2df996c 100644
--- a/apps/backend/app/services/ai/cleanup_service.py
+++ b/apps/backend/app/services/ai/cleanup_service.py
@@ -26,15 +26,18 @@ class AICleanupService:
 
     RETENTION_DAYS = 90
     CACHE_LIMIT_PER_APP = 20_000
-    CACHE_APP_TYPES = [
+    # 8 类需要走 ai_cache 的应用(app1_chat 走 ai_messages,不进 ai_cache)
+    # 命名与 prompt 文件名一致(W1-AI-CLOSURE 组 1 数据库迁移已统一)。
+    CACHE_TYPES: tuple[str, ...] = (
         "app2_finance",
+        "app2a_finance_area",   # P0-11 修正:之前漏掉,导致 64 区域组合永不清理
         "app3_clue",
         "app4_analysis",
         "app5_tactics",
-        "app6_note_analysis",
-        "app7_customer_analysis",
-        "app8_clue_consolidated",
-    ]
+        "app6_note",
+        "app7_customer",
+        "app8_consolidation",
+    )
 
     async def run_cleanup(self) -> dict:
         """执行全部清理，返回各步骤删除记录数。
@@ -119,7 +122,12 @@ class AICleanupService:
             conn.close()
 
     async def _cleanup_cache(self) -> dict[str, int]:
-        """每个 App 类型保留最新 20,000 条，删除超出部分。"""
+        """每个 cache_type 保留最新 20,000 条，删除超出部分。
+
+        P0-8 修正:ai_cache 表列名是 cache_type 不是 app_type;之前 SQL `WHERE
+        app_type=%s` 一直抛 UndefinedColumn 错误被 except 静默吞,导致 90 天清理
+        与 20K 上限完全失效,生产 ai_cache 表无限膨胀。
+        """
         from app.database import get_connection
 
         result: dict[str, int] = {}
@@ -127,35 +135,35 @@ class AICleanupService:
         try:
             with conn.cursor() as cur:
                 cur.execute("SET statement_timeout = 300000")
-                for app_type in self.CACHE_APP_TYPES:
+                for cache_type in self.CACHE_TYPES:
                     try:
-                        # 子查询：找到该 app_type 第 20001 条的 created_at 作为截断点
+                        # 子查询:找到该 cache_type 第 20001 条的 created_at 作为截断点
                         cur.execute(
                             """
                             DELETE FROM biz.ai_cache
-                            WHERE app_type = %s
+                            WHERE cache_type = %s
                               AND id NOT IN (
                                   SELECT id FROM biz.ai_cache
-                                  WHERE app_type = %s
+                                  WHERE cache_type = %s
                                   ORDER BY created_at DESC
                                   LIMIT %s
                               )
                             """,
-                            (app_type, app_type, self.CACHE_LIMIT_PER_APP),
+                            (cache_type, cache_type, self.CACHE_LIMIT_PER_APP),
                         )
                         deleted = cur.rowcount
-                        result[app_type] = deleted
+                        result[cache_type] = deleted
                         if deleted > 0:
                             logger.info(
                                 "清理 ai_cache [%s]: 删除 %d 条",
-                                app_type,
+                                cache_type,
                                 deleted,
                             )
                     except Exception:
-                        logger.exception("清理 ai_cache [%s] 失败", app_type)
-                        result[app_type] = -1
+                        logger.exception("清理 ai_cache [%s] 失败", cache_type)
+                        result[cache_type] = -1
                         conn.rollback()
-                        # 重新开始事务以继续后续 app_type
+                        # 重新开始事务以继续后续 cache_type
                         continue
             conn.commit()
             return result
diff --git a/apps/backend/app/services/chat_service.py b/apps/backend/app/services/chat_service.py
index 5d0b2da..2f03ff8 100644
--- a/apps/backend/app/services/chat_service.py
+++ b/apps/backend/app/services/chat_service.py
@@ -316,8 +316,13 @@ class ChatService:
         conn = get_connection()
         try:
             with conn.cursor() as cur:
+                # W1-AI-CLOSURE 组 4 修正(P0-12):排除 role='system' 消息;
+                # 历史 35 条 system 行被前端误渲染成内容暴露 prompt 拼装细节。
                 cur.execute(
-                    "SELECT COUNT(*) FROM biz.ai_messages WHERE conversation_id = %s",
+                    """
+                    SELECT COUNT(*) FROM biz.ai_messages
+                    WHERE conversation_id = %s AND role IN ('user', 'assistant')
+                    """,
                     (chat_id,),
                 )
                 total = cur.fetchone()[0]
@@ -326,7 +331,7 @@ class ChatService:
                     """
                     SELECT id, role, content, created_at, reference_card
                     FROM biz.ai_messages
-                    WHERE conversation_id = %s
+                    WHERE conversation_id = %s AND role IN ('user', 'assistant')
                     ORDER BY created_at ASC
                     LIMIT %s OFFSET %s
                     """,
diff --git a/apps/backend/app/services/customer_service.py b/apps/backend/app/services/customer_service.py
index a1cb7f6..7f934f9 100644
--- a/apps/backend/app/services/customer_service.py
+++ b/apps/backend/app/services/customer_service.py
@@ -143,13 +143,13 @@ async def get_customer_detail(customer_id: int, site_id: int) -> dict:
 
             # ── 扩展模块（独立 try/except 优雅降级）──
             try:
-                ai_insight = _build_ai_insight(customer_id, conn)
+                ai_insight = _build_ai_insight(customer_id, site_id, conn)
             except Exception:
                 logger.warning("构建 aiInsight 失败，降级为空", exc_info=True)
                 ai_insight = {"summary": "", "strategies": []}
 
             try:
-                retention_clues = _build_retention_clues(customer_id, conn)
+                retention_clues = _build_retention_clues(customer_id, site_id, conn)
             except Exception:
                 logger.warning("构建 retentionClues 失败，降级为空列表", exc_info=True)
                 retention_clues = []
@@ -223,24 +223,29 @@ async def get_customer_detail(customer_id: int, site_id: int) -> dict:
 # ── 3.2 AI 洞察 / 维客线索 / 备注 ──────────────────────────
 
 
-def _build_ai_insight(customer_id: int, conn) -> dict:
+def _build_ai_insight(customer_id: int, site_id: int, conn) -> dict:
     """
-    构建 aiInsight 模块。
+    构建 aiInsight 模块（来自 App7 客户分析缓存）。
 
-    查询 biz.ai_cache WHERE cache_type='app4_analysis' AND target_id=customerId，
-    解析 result_json JSON。无缓存时返回空默认值。
+    查询 biz.ai_cache WHERE cache_type='app7_customer' AND target_id=customerId
+    AND site_id=site_id。无缓存时返回空默认值。
+
+    App7Result schema: {strategies: [{title, content}], summary: str}
     """
     with conn.cursor() as cur:
         cur.execute(
             """
             SELECT result_json
             FROM biz.ai_cache
-            WHERE cache_type = 'app4_analysis'
+            WHERE cache_type = 'app7_customer'
+              AND site_id = %s
               AND target_id = %s
+              AND COALESCE(status, 'valid') = 'valid'
+              AND (expires_at IS NULL OR expires_at > now())
             ORDER BY created_at DESC
             LIMIT 1
             """,
-            (str(customer_id),),
+            (site_id, str(customer_id)),
         )
         row = cur.fetchone()
 
@@ -255,37 +260,69 @@ def _build_ai_insight(customer_id: int, conn) -> dict:
     summary = data.get("summary", "")
     strategies_raw = data.get("strategies", [])
     strategies = []
+    # App7Result schema: strategies = [{title, content}],但前端 demo 标杆 wxml 用单
+    # 字段 text(`{{item.text}}`)。在 service 层拼接成 demo 形态,前端保持 demo 一致。
     for s in strategies_raw:
         if isinstance(s, dict):
-            strategies.append({
-                "color": s.get("color", ""),
-                "text": s.get("text", ""),
-            })
+            t = (s.get("title") or "").strip()
+            c = (s.get("content") or "").strip()
+            text = f"{t}：{c}" if t and c else (c or t)
+            strategies.append({"text": text})
 
     return {"summary": summary, "strategies": strategies}
 
 
-def _build_retention_clues(customer_id: int, conn) -> list[dict]:
+def _build_retention_clues(customer_id: int, site_id: int, conn) -> list[dict]:
     """
     构建 retentionClues 模块。
 
-    查询 public.member_retention_clue，按 recorded_at 倒序。
+    查询 public.member_retention_clue（含 emoji 独立列、source、detail），
+    按 recorded_at 倒序，跨 source(manual / ai_consumption / ai_note)合并。
+
+    返回字段对齐 clue-card 组件契约 + xcx_customers.RetentionClue schema:
+        {tag, tag_color, emoji, text, source, desc}
     """
-    # CHANGE 2026-03-23 | BUG: clue_type/clue_text 列不存在，应为 category/summary；created_at → recorded_at
+    from app.utils.clue_category import (
+        CATEGORY_TAG_COLOR,
+        SOURCE_DISPLAY_NAME,
+        format_category_tag,
+    )
+
     with conn.cursor() as cur:
         cur.execute(
             """
-            SELECT category, summary
+            SELECT category, summary, detail, emoji, source, recorded_by_name
             FROM public.member_retention_clue
             WHERE member_id = %s
+              AND site_id = %s
               AND is_hidden = false
             ORDER BY recorded_at DESC
             """,
-            (customer_id,),
+            (customer_id, site_id),
         )
         rows = cur.fetchall()
 
-    return [{"type": r[0] or "", "text": r[1] or ""} for r in rows]
+    result: list[dict] = []
+    for category, summary, detail, emoji, source, recorded_by_name in rows:
+        category_str = category or ""
+        # source 显示规则(用户拍板:AI 来源用统一短标识 "AI",前端渲染 AI icon):
+        #  - ai_consumption / ai_note → "AI"(舍弃 providers 详细文字,前端用 icon)
+        #  - manual + recorded_by_name 非空 → 姓名(如"小燕")
+        #  - manual + 空 → "系统"
+        src = source or "manual"
+        if src in ("ai_consumption", "ai_note"):
+            display_source = "AI"
+        else:
+            display_source = recorded_by_name or SOURCE_DISPLAY_NAME.get(src, "系统")
+        result.append({
+            "tag": format_category_tag(category_str),
+            "tag_color": CATEGORY_TAG_COLOR.get(category_str, "primary"),
+            "emoji": emoji or "",
+            "text": summary or "",
+            "source": display_source,
+            "desc": detail or "",
+        })
+    return result
 
 
 NOTE_TYPE_LABELS = {"normal": "备注", "follow_up": "回访", "system": "系统", "ai": "AI"}
diff --git a/apps/backend/app/services/task_manager.py b/apps/backend/app/services/task_manager.py
index 9bb1147..8768d3c 100644
--- a/apps/backend/app/services/task_manager.py
+++ b/apps/backend/app/services/task_manager.py
@@ -468,19 +468,10 @@ _COURSE_TYPE_CLASS_MAP: dict[str, str] = {
     "激励": "incentive",
 }
 
-# 维客线索 category → tag_color 映射
-# CHANGE 2026-03-24 | 值改为前端 clue-card 组件 CSS 类名后缀（primary/success/...），
-# 不再用十六进制颜色——WXSS 类名 `clue-tag-#0052d9` 无效。
-_CATEGORY_COLOR_MAP: dict[str, str] = {
-    "客户基础": "primary",
-    "客户基础信息": "primary",
-    "消费习惯": "error",
-    "玩法偏好": "success",
-    "促销偏好": "orange",
-    "促销接受": "orange",
-    "社交关系": "purple",
-    "重要反馈": "error",
-}
+# W1-AI-CLOSURE 组 5:维客线索 category → tag_color 映射已迁移至
+# app.utils.clue_category.CATEGORY_TAG_COLOR(VI-DESIGN-SYSTEM v1.1 权威映射,
+# 与 customer_service 共享)。原本地 _CATEGORY_COLOR_MAP 与 VI 规范不一致
+# (消费习惯=error 应是 success;玩法偏好=success 应是 orange),已删除。
 
 
 @trace_service(description_zh="map_course_type_class", description_en="Map Course Type Class")
@@ -514,20 +505,10 @@ def sanitize_tag(raw_tag: str | None) -> str:
     return raw_tag.replace("\n", " ").strip()
 
 
-def _extract_emoji_and_text(summary: str | None) -> tuple[str, str]:
-    """
-    从 summary 中提取 emoji 前缀和正文。
-
-    AI 写入格式: "📅 偏好周末下午时段消费" → ("📅", "偏好周末下午时段消费")
-    手动写入无 emoji: "喜欢打中式" → ("", "喜欢打中式")
-    """
-    if not summary:
-        return "", ""
-    # 检查第一个字符是否为 emoji（非 ASCII 且非中文常用范围）
-    first_char = summary[0]
-    if ord(first_char) > 0x2600 and summary[1:2] == " ":
-        return first_char, summary[2:].strip()
-    return "", summary.strip()
+# W1-AI-CLOSURE 组 5:_extract_emoji_and_text 已删除。
+# 维客线索 emoji 在数据库已独立列(public.member_retention_clue.emoji),
+# 不再需要从 summary 字符串解析。dispatcher._write_retention_clue 直接写
+# emoji 列,task_manager / customer_service 直接读 emoji 列。
 
 
 def _format_time(dt: datetime | None) -> str | None:
@@ -693,6 +674,8 @@ async def get_task_list_v2(
             logger.warning("ETL 批量查询失败，降级为空数据", exc_info=True)
 
         # ── 6. 查询 ai_cache 获取 aiSuggestion（优雅降级） ──
+        # App4Result schema: {task_description, action_suggestions[], one_line_summary}
+        # aiSuggestion 用于任务列表一行简短提示,取 one_line_summary 最贴合。
         ai_suggestion_map: dict[int, str] = {}
         try:
             runtime_ctx = get_runtime_context(site_id, conn=conn)
@@ -708,6 +691,8 @@ async def get_task_list_v2(
                     WHERE site_id = %s
                       AND target_id = ANY(%s)
                       AND cache_type = 'app4_analysis'
+                      AND COALESCE(status, 'valid') = 'valid'
+                      AND (expires_at IS NULL OR expires_at > now())
                     ORDER BY created_at DESC
                     """,
                     (site_id, member_id_strs),
@@ -718,10 +703,11 @@ async def get_task_list_v2(
                     if target_id_str not in seen:
                         seen.add(target_id_str)
                         result = row[1] if isinstance(row[1], dict) else {}
-                        summary = result.get("summary", "")
-                        if summary:
+                        # P0-7: App4 schema 是 one_line_summary,不是 summary
+                        suggestion = result.get("one_line_summary", "")
+                        if suggestion:
                             raw_target = target_id_str.split(":", 1)[-1]
-                            ai_suggestion_map[int(raw_target)] = summary
+                            ai_suggestion_map[int(raw_target)] = suggestion
             conn.commit()
         except Exception:
             logger.warning("查询 ai_cache aiSuggestion 失败", exc_info=True)
@@ -1110,6 +1096,13 @@ async def get_task_detail(
             logger.warning("ETL 查询 RS 指数失败", exc_info=True)
 
         # ── 3. 查询维客线索 ──
+        # 字段对齐 xcx_customers.RetentionClue schema(W1-AI-CLOSURE 组 3):
+        # 直接读 emoji 独立列(不再从 summary 字符串抽取),tag_color 走 utils 共用映射。
+        from app.utils.clue_category import (
+            CATEGORY_TAG_COLOR,
+            SOURCE_DISPLAY_NAME,
+            format_category_tag,
+        )
         retention_clues = []
         try:
             runtime_ctx = get_runtime_context(site_id, conn=conn)
@@ -1121,7 +1114,7 @@ async def get_task_detail(
             with conn.cursor() as cur:
                 cur.execute(
                     """
-                    SELECT id, category, summary, detail, source
+                    SELECT category, summary, detail, source, emoji, recorded_by_name
                     FROM public.member_retention_clue
                     WHERE member_id = %s AND site_id = %s
                       AND is_hidden = false
@@ -1130,29 +1123,38 @@ async def get_task_detail(
                     (member_id, site_id),
                 )
                 for clue_row in cur.fetchall():
-                    category = clue_row[1] or ""
-                    summary_raw = clue_row[2] or ""
-                    detail = clue_row[3]
-                    source = clue_row[4] or "manual"
+                    category = clue_row[0] or ""
+                    summary = clue_row[1] or ""
+                    detail = clue_row[2]
+                    source = clue_row[3] or "manual"
+                    emoji = clue_row[4] or ""
+                    recorded_by_name = clue_row[5] or ""
 
-                    emoji, text = _extract_emoji_and_text(summary_raw)
                     tag = sanitize_tag(category)
-                    tag_color = _CATEGORY_COLOR_MAP.get(tag, "primary")
-
+                    # source 显示规则(用户拍板):AI 类用 "AI" 短标识(前端渲染 icon)
+                    if source in ("ai_consumption", "ai_note"):
+                        display_src = "AI"
+                    else:
+                        display_src = recorded_by_name or SOURCE_DISPLAY_NAME.get(source, "系统")
                     retention_clues.append({
-                        "tag": tag,
-                        "tag_color": tag_color,
+                        "tag": format_category_tag(tag),
+                        "tag_color": CATEGORY_TAG_COLOR.get(tag, "primary"),
                         "emoji": emoji,
-                        "text": text,
-                        "source": source,
-                        "desc": detail,
+                        "text": summary,
+                        "source": display_src,
+                        "desc": detail or "",
                     })
             conn.commit()
         except Exception:
             logger.warning("查询维客线索失败", exc_info=True)
 
-        # ── 4. 查询 AI 缓存（talkingPoints + aiAnalysis） ──
-        talking_points: list[str] = []
+        # ── 4. 查询 AI 缓存(talkingPoints + aiAnalysis) ──
+        # P0-6 修正:cache_type 从不存在的 'app5_talking_points' 改为正确的 'app5_tactics';
+        #          字段从不存在的 'talking_points' 改为正确的 tactics[{scenario, script}]。
+        # P0-7 修正:App4 schema 字段不存在 summary/suggestions,实际为
+        #          one_line_summary / action_suggestions / task_description。
+        # tactics 直接以对象列表透出,前端 task-detail 渲染 scenario 与 script 两栏。
+        talking_points: list[dict] = []
         ai_analysis = {"summary": "", "suggestions": []}
         try:
             with conn.cursor() as cur:
@@ -1161,7 +1163,9 @@ async def get_task_detail(
                     SELECT cache_type, result_json
                     FROM biz.ai_cache
                     WHERE target_id = %s AND site_id = %s
-                      AND cache_type IN ('app4_analysis', 'app5_talking_points')
+                      AND cache_type IN ('app4_analysis', 'app5_tactics')
+                      AND COALESCE(status, 'valid') = 'valid'
+                      AND (expires_at IS NULL OR expires_at > now())
                     ORDER BY created_at DESC
                     """,
                     (member_target_id, site_id),
@@ -1175,16 +1179,21 @@ async def get_task_detail(
 
                     result = cache_row[1] if isinstance(cache_row[1], dict) else {}
 
-                    if cache_type == "app5_talking_points":
-                        # talkingPoints: 话术列表
-                        points = result.get("talking_points", [])
-                        if isinstance(points, list):
-                            talking_points = [str(p) for p in points]
+                    if cache_type == "app5_tactics":
+                        tactics = result.get("tactics", [])
+                        if isinstance(tactics, list):
+                            talking_points = [
+                                {
+                                    "scenario": t.get("scenario", ""),
+                                    "script": t.get("script", ""),
+                                }
+                                for t in tactics
+                                if isinstance(t, dict)
+                            ]
                     elif cache_type == "app4_analysis":
-                        # aiAnalysis: summary + suggestions
                         ai_analysis = {
-                            "summary": result.get("summary", ""),
-                            "suggestions": result.get("suggestions", []),
+                            "summary": result.get("one_line_summary", ""),
+                            "suggestions": result.get("action_suggestions", []),
                         }
             conn.commit()
         except Exception:
diff --git a/apps/backend/app/utils/clue_category.py b/apps/backend/app/utils/clue_category.py
new file mode 100644
index 0000000..e6db6bb
--- /dev/null
+++ b/apps/backend/app/utils/clue_category.py
@@ -0,0 +1,64 @@
+# -*- coding: utf-8 -*-
+"""维客线索分类映射工具(W1-AI-CLOSURE 组 5)。
+
+集中管理维客线索的"中文分类 → 视觉/显示属性"映射,供 customer_service 和
+task_manager 共用,避免重复定义。
+
+来源权威:
+- 6 类 categoryColor: docs/miniprogram-dev/design-system/VI-DESIGN-SYSTEM.md §2.1
+- source 三态: docs/ai/system-prompts/app8_consolidation.md §五
+- 用户拍板(2026-05-06): AI 来源统一显示为 "AI"(前端拼 "By:AI")
+"""
+from __future__ import annotations
+
+from types import MappingProxyType
+
+
+# 6 类客户线索分类 → tag_color(英文别名,前端 clue-card 接收)
+# VI-DESIGN-SYSTEM §2.1 权威映射(玩法偏好=orange,与 demo 早期 purple 不一致以本规范为准)
+CATEGORY_TAG_COLOR: MappingProxyType[str, str] = MappingProxyType({
+    "客户基础": "primary",
+    "消费习惯": "success",
+    "玩法偏好": "orange",
+    "促销偏好": "gold",
+    "促销接受": "gold",      # App8 prompt 里的别名
+    "社交关系": "purple",
+    "重要反馈": "error",
+})
+
+
+# 6 类客户线索分类 → 默认 emoji(用于手工录入/AI 输出 emoji 为空时的兜底)
+CATEGORY_EMOJI_FALLBACK: MappingProxyType[str, str] = MappingProxyType({
+    "客户基础": "👤",
+    "消费习惯": "💰",
+    "玩法偏好": "🎮",
+    "促销偏好": "🎁",
+    "促销接受": "🎁",
+    "社交关系": "👥",
+    "重要反馈": "⚠️",
+})
+
+
+# 数据库 source 字段 → 显示用名称(用户拍板:AI 类全显示 "AI",手工 fallback "系统")
+# 实际 source 优先级:recorded_by_name > SOURCE_DISPLAY_NAME[source]
+SOURCE_DISPLAY_NAME: MappingProxyType[str, str] = MappingProxyType({
+    "manual": "系统",
+    "ai_consumption": "AI",
+    "ai_note": "AI",
+})
+
+
+def format_category_tag(category: str) -> str:
+    """把 category 中文字面量格式化为 clue-card tag(强制 2+2 两行)。
+
+    db 存的是 4 字字面量(如 "消费习惯"),demo 标杆 wxml `white-space: pre-line`
+    依赖 `\n` 强制 2+2 布局("消费\n习惯")。如果不强制,4 字在 72rpx 容器内可能被
+    css 自动换成 3+1 / 1+3 而非 2+2,视觉错位。
+
+    输入空 / 长度 != 4 / 含 \n 的字符串原样返回。
+    """
+    if not category or "\n" in category:
+        return category or ""
+    if len(category) == 4:
+        return f"{category[:2]}\n{category[2:]}"
+    return category
diff --git a/apps/backend/app/ws/ai_events.py b/apps/backend/app/ws/ai_events.py
index 104654e..2f54cc9 100644
--- a/apps/backend/app/ws/ai_events.py
+++ b/apps/backend/app/ws/ai_events.py
@@ -1,55 +1,113 @@
 """AI 事件 WebSocket 推送端点。
 
-提供：
-- /ws/ai-cache/{site_id} — 缓存更新 / 失效事件
-- /ws/ai-alerts/{site_id} — AI 告警事件（Phase 3.1）
+提供:
+- /ws/ai-cache/{site_id}?token=xxx — 缓存更新 / 失效事件
+- /ws/ai-alerts/{site_id}?token=xxx — AI 告警事件(Phase 3.1)
 
-协议：
-- 客户端连接 → 服务端 accept → 订阅 EventBus → 持续 send_json 事件
-- 事件格式：{"type": "cache_updated|cache_invalidated|alert_created|...", "site_id": int, "payload": {...}}
+协议:
+- 客户端连接(必须带 token query)→ 服务端校验 JWT → accept →
+  订阅 EventBus → 持续 send_json 事件
+- 事件格式:{"type": "cache_updated|alert_created|...", "site_id": int, "payload": {...}}
 - 服务端关闭或客户端断开时清理订阅
 
-用 site_id=-1 表示全局订阅（收所有门店事件，admin-web 全局监控用）。
+W1-AI-CLOSURE 组 7 安全加固(P0-9):
+- 新增 token query 参数,JWT 解码失败 → 关闭(4401)
+- site_id 必须与 token 中的 site_id 一致;site_id=-1 全局订阅要求
+  token 角色含 super_admin
+- 不再允许任何用户监听任意门店的 AI 事件流
 """
 
 from __future__ import annotations
 
 import logging
 
-from fastapi import APIRouter, WebSocket, WebSocketDisconnect
+from fastapi import APIRouter, Query, WebSocket, WebSocketDisconnect, status
+from jose import JWTError
 
 from ..ai.event_bus import AIEvent, get_event_bus
+from ..auth.jwt import decode_access_token
 
 logger = logging.getLogger(__name__)
 
 ws_router = APIRouter()
 
 
+_WS_CLOSE_AUTH_FAILED = 4401  # 自定义 close code(WebSocket close codes 4000-4999 给应用使用)
+
+
+def _authorize_ws(token: str | None, site_id: int) -> bool:
+    """校验 WS 连接的 JWT token 与 site_id。
+
+    返回 True 表示通过,False 表示拒绝。
+    site_id == -1 时要求 token roles 含 super_admin。
+    """
+    if not token:
+        return False
+    try:
+        payload = decode_access_token(token)
+    except JWTError:
+        return False
+
+    token_site_id = payload.get("site_id")
+    roles = payload.get("roles") or []
+    if not isinstance(roles, list):
+        roles = []
+
+    if site_id == -1:
+        # 全局订阅(admin-web 全局监控):仅 super_admin
+        return "super_admin" in roles
+
+    # 站点订阅:token 的 site_id 必须等于 URL 中的 site_id
+    # super_admin 跨站点放行
+    return token_site_id == site_id or "super_admin" in roles
+
+
 @ws_router.websocket("/ws/ai-cache/{site_id}")
-async def ws_ai_cache(websocket: WebSocket, site_id: int) -> None:
+async def ws_ai_cache(
+    websocket: WebSocket,
+    site_id: int,
+    token: str | None = Query(default=None),
+) -> None:
     """AI 缓存事件推送。
 
-    site_id=-1 表示订阅全局（收所有门店的 cache_updated / cache_invalidated）。
+    site_id=-1 表示订阅全局(收所有门店的 cache_updated / cache_invalidated),
+    需 super_admin token。
     """
-    await _serve_event_stream(websocket, site_id, endpoint="ai-cache")
+    await _serve_event_stream(websocket, site_id, token=token, endpoint="ai-cache")
 
 
 @ws_router.websocket("/ws/ai-alerts/{site_id}")
-async def ws_ai_alerts(websocket: WebSocket, site_id: int) -> None:
-    """AI 告警事件推送（Phase 3.1）。
+async def ws_ai_alerts(
+    websocket: WebSocket,
+    site_id: int,
+    token: str | None = Query(default=None),
+) -> None:
+    """AI 告警事件推送(Phase 3.1)。
 
-    site_id=-1 表示订阅全局告警。
+    site_id=-1 表示订阅全局告警,需 super_admin token。
     事件 type: alert_created / alert_updated / budget_exceeded / circuit_opened。
     """
-    await _serve_event_stream(websocket, site_id, endpoint="ai-alerts")
+    await _serve_event_stream(websocket, site_id, token=token, endpoint="ai-alerts")
 
 
 async def _serve_event_stream(
-    websocket: WebSocket, site_id: int, endpoint: str,
+    websocket: WebSocket,
+    site_id: int,
+    *,
+    token: str | None,
+    endpoint: str,
 ) -> None:
-    """共享事件流处理逻辑。"""
+    """共享事件流处理逻辑(含 token 鉴权)。"""
+    if not _authorize_ws(token, site_id):
+        await websocket.close(code=_WS_CLOSE_AUTH_FAILED, reason="auth required")
+        logger.warning(
+            "WS %s 鉴权失败: site_id=%s token_present=%s",
+            endpoint, site_id, bool(token),
+        )
+        return
+
     await websocket.accept()
-    # -1 映射为全局订阅（None）
+    # -1 映射为全局订阅(None)
     subscribe_key: int | None = None if site_id == -1 else site_id
     logger.info(
         "WS %s 连接建立: site_id=%s", endpoint, subscribe_key if subscribe_key else "ALL",
diff --git a/apps/etl/connectors/feiqiu/tasks/dws/member_consumption_task.py b/apps/etl/connectors/feiqiu/tasks/dws/member_consumption_task.py
index eaaa717..b5215fc 100644
--- a/apps/etl/connectors/feiqiu/tasks/dws/member_consumption_task.py
+++ b/apps/etl/connectors/feiqiu/tasks/dws/member_consumption_task.py
@@ -274,7 +274,7 @@ class MemberConsumptionTask(BaseDwsTask):
 
         生日来源：dim_member.birthday（API 来源）
         CHANGE 2026-02-26 | 维客线索重构：移除 FDW member_birthday_manual 读取，
-        生日不再单独补录，归入维客线索"客户基础信息"大类
+        生日不再单独补录，归入维客线索"客户基础"大类
         """
         cutoff = self.config.get("app.business_day_start_hour", 8)
         biz_expr_create = biz_date_sql_expr("m.create_time", cutoff)
diff --git a/apps/etl/connectors/feiqiu/tasks/dws/member_visit_task.py b/apps/etl/connectors/feiqiu/tasks/dws/member_visit_task.py
index 4ec6f89..bda122e 100644
--- a/apps/etl/connectors/feiqiu/tasks/dws/member_visit_task.py
+++ b/apps/etl/connectors/feiqiu/tasks/dws/member_visit_task.py
@@ -367,7 +367,7 @@ class MemberVisitTask(BaseDwsTask):
 
         生日来源：dim_member.birthday（API 来源）
         CHANGE 2026-02-26 | 维客线索重构：移除 FDW member_birthday_manual 读取，
-        生日不再单独补录，归入维客线索"客户基础信息"大类
+        生日不再单独补录，归入维客线索"客户基础"大类
         """
         sql = """
             SELECT 
diff --git a/apps/miniprogram/miniprogram/components/clue-card/clue-card.wxml b/apps/miniprogram/miniprogram/components/clue-card/clue-card.wxml
index e530c05..bcd0fee 100644
--- a/apps/miniprogram/miniprogram/components/clue-card/clue-card.wxml
+++ b/apps/miniprogram/miniprogram/components/clue-card/clue-card.wxml
@@ -5,7 +5,17 @@
   <view class="clue-content">
     <view class="clue-text-container">
       <text class="clue-text"><text class="clue-emoji">{{emoji}}</text> {{title}}</text>
-      <text class="clue-source">{{source}}</text>
+      <!-- source = "AI" 时用 icon 替代文字(W1-AI-CLOSURE 复盘:节字符 + 直观);其他显示文字 -->
+      <view class="clue-source">
+        <text class="clue-source-prefix">By:</text>
+        <image
+          wx:if="{{source === 'AI' || source === 'By:AI'}}"
+          class="clue-source-ai-icon"
+          src="/assets/icons/ai-robot.svg"
+          mode="aspectFit"
+        />
+        <text wx:else class="clue-source-text">{{source}}</text>
+      </view>
     </view>
   </view>
   <view class="clue-desc" wx:if="{{content}}">
diff --git a/apps/miniprogram/miniprogram/components/clue-card/clue-card.wxss b/apps/miniprogram/miniprogram/components/clue-card/clue-card.wxss
index 6f16f41..1aeb8d8 100644
--- a/apps/miniprogram/miniprogram/components/clue-card/clue-card.wxss
+++ b/apps/miniprogram/miniprogram/components/clue-card/clue-card.wxss
@@ -103,6 +103,8 @@
   position: absolute;
   bottom: 0;
   right: 0;
+  display: flex;
+  align-items: center;
   font-size: 24rpx;
   line-height: 36rpx;
   color: var(--color-gray-7);
@@ -111,6 +113,17 @@
   padding-left: 50rpx;
   z-index: 1;
 }
+.clue-source-prefix,
+.clue-source-text {
+  font-size: 24rpx;
+  color: var(--color-gray-7);
+}
+.clue-source-ai-icon {
+  width: 32rpx;
+  height: 32rpx;
+  margin-left: 2rpx;
+  vertical-align: middle;
+}
 
 .clue-desc {
   line-height: 30rpx;
diff --git a/apps/miniprogram/miniprogram/pages/board-coach/board-coach.wxml b/apps/miniprogram/miniprogram/pages/board-coach/board-coach.wxml
index 2dedb5d..93d92d4 100644
--- a/apps/miniprogram/miniprogram/pages/board-coach/board-coach.wxml
+++ b/apps/miniprogram/miniprogram/pages/board-coach/board-coach.wxml
@@ -133,7 +133,7 @@
 <!-- 自定义底部导航栏 -->
 <board-tab-bar active="board" />
 
-<!-- AI 悬浮按钮 — 在导航栏上方 -->
-<ai-float-button />
+<!-- AI 悬浮按钮 — 在导航栏上方(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+<ai-float-button sourcePage="board-coach" />
 
 <dev-fab wx:if="{{false}}" />
\ No newline at end of file
diff --git a/apps/miniprogram/miniprogram/pages/board-customer/board-customer.wxml b/apps/miniprogram/miniprogram/pages/board-customer/board-customer.wxml
index ecaa70a..fc518d3 100644
--- a/apps/miniprogram/miniprogram/pages/board-customer/board-customer.wxml
+++ b/apps/miniprogram/miniprogram/pages/board-customer/board-customer.wxml
@@ -312,7 +312,7 @@
 <!-- 自定义底部导航栏 -->
 <board-tab-bar active="board" />
 
-<!-- AI 悬浮按钮 -->
-<ai-float-button />
+<!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+<ai-float-button sourcePage="board-customer" />
 
 <dev-fab wx:if="{{false}}" />
diff --git a/apps/miniprogram/miniprogram/pages/board-finance/board-finance.wxml b/apps/miniprogram/miniprogram/pages/board-finance/board-finance.wxml
index b909a85..3a102b3 100644
--- a/apps/miniprogram/miniprogram/pages/board-finance/board-finance.wxml
+++ b/apps/miniprogram/miniprogram/pages/board-finance/board-finance.wxml
@@ -876,7 +876,8 @@
   </view>
 </block>
 
-<!-- AI 悬浮按钮 -->
-<ai-float-button bottom="{{200}}" />
+<!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage,具体 timeDimension/areaFilter
+     由 ai-float-button 组件按 page data 自动收集,这里不重复传 pageFilters) -->
+<ai-float-button bottom="{{200}}" sourcePage="board-finance" />
 
 <dev-fab wx:if="{{false}}" />
diff --git a/apps/miniprogram/miniprogram/pages/chat-history/chat-history.wxml b/apps/miniprogram/miniprogram/pages/chat-history/chat-history.wxml
index 0a7c0be..0d1bc18 100644
--- a/apps/miniprogram/miniprogram/pages/chat-history/chat-history.wxml
+++ b/apps/miniprogram/miniprogram/pages/chat-history/chat-history.wxml
@@ -54,8 +54,8 @@
     <text class="footer-text">— 已加载全部记录 —</text>
   </view>
 
-  <!-- AI 悬浮按钮 -->
-  <ai-float-button />
+  <!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:对话列表入口仍可启动新对话) -->
+  <ai-float-button sourcePage="chat-history" />
 </view>
 
 <dev-fab />
diff --git a/apps/miniprogram/miniprogram/pages/chat/chat.ts b/apps/miniprogram/miniprogram/pages/chat/chat.ts
index 978e630..d3fe439 100644
--- a/apps/miniprogram/miniprogram/pages/chat/chat.ts
+++ b/apps/miniprogram/miniprogram/pages/chat/chat.ts
@@ -10,6 +10,7 @@ import { checkPageAccess } from '../../utils/auth-guard'
 import { fetchChatMessages, fetchChatMessagesByContext } from '../../services/api'
 import { formatRelativeTime, formatIMTime, shouldShowTimeDivider } from '../../utils/time'
 import { API_BASE } from '../../utils/config'
+import { mdToRichHtml } from '../../utils/markdown'
 
 /** API 返回的消息项类型 */
 interface ApiMessageItem {
@@ -31,12 +32,15 @@ function toDataList(data?: Record<string, string>): Array<{ key: string; value:
   return Object.keys(data).map((k) => ({ key: k, value: data[k] }))
 }
 
-/** 为消息列表补充展示字段（时间分割线、IM时间、引用卡片）*/
+/** 为消息列表补充展示字段（时间分割线、IM时间、引用卡片、md 渲染）*/
 function enrichMessages(msgs: ApiMessageItem[]) {
   return msgs.map((m, i) => ({
     id: String(m.id),
     role: m.role,
     content: m.content,
+    // W1-AI-CLOSURE 任务 1:AI 消息预解析 markdown 为 rich-text html
+    // (用户消息保持纯文本)
+    contentHtml: m.role === 'assistant' ? mdToRichHtml(m.content) : '',
     timestamp: m.createdAt,
     timeLabel: formatRelativeTime(m.createdAt),
     imTimeLabel: formatIMTime(m.createdAt),
@@ -146,6 +150,8 @@ type DisplayMessage = {
   id: string
   role: 'user' | 'assistant'
   content: string
+  /** AI 消息预解析的 markdown → rich-text html(用户消息为空字符串)*/
+  contentHtml?: string
   timestamp: string
   timeLabel?: string
   imTimeLabel?: string
@@ -223,13 +229,27 @@ Page({
       this.loadMessages(options.historyId)
     } else if (options?.taskId) {
       // 从 task-detail 跳转：同一 taskId 始终复用同一对话（无时限）
+      // W1-AI-CLOSURE 组 6:同步 sourcePage + pageContext.contextId 让后端 SSE
+      // 阶段能注入页面上下文(build_page_text)+ build_app1_reference_card 跳转卡。
+      this.setData({
+        sourcePage: 'task-detail',
+        pageFilters: { contextId: options.taskId },
+      })
       this.loadMessagesByContext('task', options.taskId)
     } else if (options?.customerId) {
       // 从 customer-detail 跳转：≤ 3 天复用、> 3 天新建
-      this.setData({ customerId: options.customerId })
+      this.setData({
+        customerId: options.customerId,
+        sourcePage: 'customer-detail',
+        pageFilters: { contextId: options.customerId },
+      })
       this.loadMessagesByContext('customer', options.customerId)
     } else if (options?.coachId) {
       // 从 coach-detail 跳转：≤ 3 天复用、> 3 天新建
+      this.setData({
+        sourcePage: 'coach-detail',
+        pageFilters: { contextId: options.coachId },
+      })
       this.loadMessagesByContext('coach', options.coachId)
     } else if (options?.sourcePage) {
       // 看板类入口：保存来源页面和筛选参数
@@ -411,6 +431,7 @@ Page({
       id: aiMsgId,
       role: 'assistant',
       content: '',
+      contentHtml: '',
       timestamp: aiNow,
       timeLabel: '刚刚',
       imTimeLabel: formatIMTime(aiNow),
@@ -429,12 +450,12 @@ Page({
     let fullContent = ''
 
     const parser = new SSEParser(
-      // onMessage: 逐 token 追加
+      // onMessage: 逐 token 追加 + 实时 markdown 解析
       (token: string) => {
         fullContent += token
-        const key = `messages[${aiIndex}].content`
         this.setData({
-          [key]: fullContent,
+          [`messages[${aiIndex}].content`]: fullContent,
+          [`messages[${aiIndex}].contentHtml`]: mdToRichHtml(fullContent),
           streamingContent: fullContent,
         })
         this.scrollToBottom()
diff --git a/apps/miniprogram/miniprogram/pages/chat/chat.wxml b/apps/miniprogram/miniprogram/pages/chat/chat.wxml
index 2fc7f1a..b96f147 100644
--- a/apps/miniprogram/miniprogram/pages/chat/chat.wxml
+++ b/apps/miniprogram/miniprogram/pages/chat/chat.wxml
@@ -82,14 +82,15 @@
         </view>
       </view>
 
-      <!-- AI 消息：左对齐白色 -->
+      <!-- AI 消息：左对齐白色（W1-AI-CLOSURE 任务 1：流式 markdown 实时渲染）-->
       <view class="message-row message-assistant" wx:else id="msg-{{item.id}}">
         <view class="ai-avatar">
           <image src="/assets/icons/ai-robot.svg" class="ai-avatar-img" mode="aspectFit" />
         </view>
         <view class="bubble-col">
           <view class="bubble bubble-assistant">
-            <text class="bubble-text">{{item.content}}</text>
+            <rich-text wx:if="{{item.contentHtml}}" class="bubble-md" nodes="{{item.contentHtml}}" />
+            <text wx:else class="bubble-text">{{item.content}}</text>
           </view>
           <!-- AI 侧引用卡片（后端 referenceCard 附加在 assistant 回复中）-->
           <view
diff --git a/apps/miniprogram/miniprogram/pages/chat/chat.wxss b/apps/miniprogram/miniprogram/pages/chat/chat.wxss
index 9724b3a..5ec82df 100644
--- a/apps/miniprogram/miniprogram/pages/chat/chat.wxss
+++ b/apps/miniprogram/miniprogram/pages/chat/chat.wxss
@@ -376,3 +376,86 @@ page {
   width: 44rpx;
   height: 44rpx;
 }
+
+/* W1-AI-CLOSURE 任务 1: AI 消息 markdown 渲染样式 ===================== */
+/* rich-text 不允许内联 style,样式通过 class 控制 */
+
+.bubble-md {
+  font-size: 30rpx;
+  line-height: 1.65;
+  color: var(--color-gray-13, #242424);
+  word-break: break-word;
+}
+
+/* 段落 */
+.md-p {
+  margin: 0 0 16rpx;
+}
+.md-p:last-child {
+  margin-bottom: 0;
+}
+
+/* 标题 */
+.md-h1 { font-size: 38rpx; font-weight: 700; margin: 24rpx 0 14rpx; color: #1a1a1a; }
+.md-h2 { font-size: 34rpx; font-weight: 700; margin: 22rpx 0 12rpx; color: #1a1a1a; }
+.md-h3 { font-size: 30rpx; font-weight: 600; margin: 18rpx 0 10rpx; color: #2c2c2c; }
+.md-h4 { font-size: 28rpx; font-weight: 600; margin: 14rpx 0 8rpx; color: #2c2c2c; }
+
+/* 列表 */
+.md-ul, .md-ol {
+  margin: 8rpx 0 16rpx;
+  padding-left: 36rpx;
+}
+.md-li {
+  margin-bottom: 6rpx;
+  line-height: 1.6;
+}
+
+/* 表格 */
+.md-table {
+  border-collapse: collapse;
+  margin: 12rpx 0 18rpx;
+  width: 100%;
+  font-size: 26rpx;
+  background: #fafafa;
+  border-radius: 12rpx;
+  overflow: hidden;
+}
+.md-th, .md-td {
+  border: 1rpx solid #e0e0e0;
+  padding: 10rpx 14rpx;
+  text-align: left;
+  vertical-align: top;
+}
+.md-th {
+  background: rgba(0, 82, 217, 0.06);
+  font-weight: 600;
+  color: #2c2c2c;
+}
+
+/* 行内代码 */
+.md-code {
+  font-family: SFMono-Regular, Menlo, Consolas, monospace;
+  font-size: 26rpx;
+  background: rgba(0, 0, 0, 0.05);
+  padding: 2rpx 10rpx;
+  border-radius: 6rpx;
+  color: #c7254e;
+}
+
+/* 代码块 */
+.md-pre {
+  margin: 12rpx 0 16rpx;
+  padding: 16rpx 20rpx;
+  background: #2d2d2d;
+  border-radius: 12rpx;
+  overflow-x: auto;
+}
+.md-code-block {
+  font-family: SFMono-Regular, Menlo, Consolas, monospace;
+  font-size: 24rpx;
+  line-height: 1.55;
+  color: #e0e0e0;
+  white-space: pre;
+  background: transparent;
+}
diff --git a/apps/miniprogram/miniprogram/pages/coach-detail/coach-detail.wxml b/apps/miniprogram/miniprogram/pages/coach-detail/coach-detail.wxml
index 10d5627..899f471 100644
--- a/apps/miniprogram/miniprogram/pages/coach-detail/coach-detail.wxml
+++ b/apps/miniprogram/miniprogram/pages/coach-detail/coach-detail.wxml
@@ -319,6 +319,9 @@
       </view>
     </view>
   </view>
+
+  <!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 coach-detail 此前死注册的组件 + sourcePage) -->
+  <ai-float-button coachId="{{detail.id}}" sourcePage="coach-detail" />
 </block>
 
 <dev-fab />
diff --git a/apps/miniprogram/miniprogram/pages/coach-service-records/coach-service-records.wxml b/apps/miniprogram/miniprogram/pages/coach-service-records/coach-service-records.wxml
index 119b89a..2383566 100644
--- a/apps/miniprogram/miniprogram/pages/coach-service-records/coach-service-records.wxml
+++ b/apps/miniprogram/miniprogram/pages/coach-service-records/coach-service-records.wxml
@@ -117,7 +117,7 @@
   </view>
 </block>
 
-<!-- AI 悬浮按钮 -->
-<ai-float-button />
+<!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+<ai-float-button sourcePage="coach-service-records" />
 
 <dev-fab />
diff --git a/apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.ts b/apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.ts
index 60eab55..56d803c 100644
--- a/apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.ts
+++ b/apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.ts
@@ -55,17 +55,21 @@ Page({
     },
     phoneVisible: false,
     aiColor: "indigo" as "red" | "orange" | "yellow" | "blue" | "indigo" | "purple",
+    // 对齐 demo 标杆 wxml(`{{item.text}}` 单字段);color 由前端按 index 轮换。
     aiInsight: {
       summary: '',
-      strategies: [
-        { color: '', text: '' },
-        { color: '', text: '' },
-      ],
+      strategies: [] as Array<{ color: string; text: string }>,
     },
-    clues: [
-      { category: '', categoryColor: '', text: '', source: '' },
-      { category: '', categoryColor: '', text: '', source: '', detail: '' },
-    ],
+    // W1-AI-CLOSURE 组 6:clues 字段对齐 RetentionClue schema
+    // {tag, tag_color, emoji, text, source, desc} → camelCase {tag, tagColor, emoji, text, source, desc}
+    clues: [] as Array<{
+      tag: string
+      tagColor: string
+      emoji: string
+      text: string
+      source: string
+      desc: string
+    }>,
     coachTasks: [
       { name: '', level: '', levelColor: '', taskType: '', taskColor: '', bgClass: '', status: '', lastService: '', metrics: [{ label: '', value: '' }] },
       { name: '', level: '', levelColor: '', taskType: '', taskColor: '', bgClass: '', status: '', lastService: '', metrics: [{ label: '', value: '' }] },
@@ -142,15 +146,19 @@ Page({
   },
 
   async _loadAIInsight(memberId: string) {
-    const cache = await fetchAICache('app7_customer_analysis', memberId)
+    // cache_type 统一为 'app7_customer'(W1-AI-CLOSURE 组 1 数据库迁移已对齐)。
+    // App7Result.strategies = [{title, content}],前端拼成 demo 标杆 {color, text} 单字段。
+    const cache = await fetchAICache('app7_customer', memberId)
     if (!cache?.result_json) return
-    const rj = cache.result_json as any
+    const rj = cache.result_json as { summary?: string; strategies?: Array<{ title?: string; content?: string; text?: string }> }
     const COLORS = ['blue', 'indigo', 'purple', 'red', 'orange', 'yellow'] as const
     const strategies = Array.isArray(rj.strategies)
-      ? rj.strategies.map((s: any, i: number) => ({
-          color: COLORS[i % COLORS.length],
-          text: s.title || s.text || '',
-        }))
+      ? rj.strategies.map((s, i) => {
+          const t = (s?.title || '').trim()
+          const c = (s?.content || '').trim()
+          const text = s?.text || (t && c ? `${t}：${c}` : (c || t))
+          return { color: COLORS[i % COLORS.length], text }
+        })
       : []
     this.setData({
       'aiInsight.summary': rj.summary || '',
diff --git a/apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.wxml b/apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.wxml
index 8f8066d..60d844f 100644
--- a/apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.wxml
+++ b/apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.wxml
@@ -59,8 +59,8 @@
 
   <!-- 主体内容 -->
   <view class="main-content" >
-    <!-- AI 智能洞察 -->
-    <view class="ai-insight-card">
+    <!-- AI 智能洞察(W1-AI-CLOSURE 复盘:cache miss 时整段不渲染,避免空白卡) -->
+    <view class="ai-insight-card" wx:if="{{aiInsight.summary || aiInsight.strategies.length > 0}}">
       <view class="ai-insight-header">
         <view class="ai-icon-box">
           <image class="ai-icon-img" src="/assets/icons/ai-robot.svg" mode="aspectFit" />
@@ -84,7 +84,7 @@
     </view>
 
     <!-- 维客线索 -->
-    <view class="card">
+    <view class="card" wx:if="{{clues.length > 0}}">
       <view class="card-header">
         <text class="section-title title-green">维客线索</text>
         <ai-title-badge color="{{aiColor}}" />
@@ -93,12 +93,12 @@
         <clue-card
           wx:for="{{clues}}"
           wx:key="index"
-          tag="{{item.category}}"
-          category="{{item.categoryColor}}"
-          emoji=""
+          tag="{{item.tag}}"
+          category="{{item.tagColor}}"
+          emoji="{{item.emoji}}"
           title="{{item.text}}"
-          source="By:{{item.source}}"
-          content="{{item.detail}}"
+          source="{{item.source}}"
+          content="{{item.desc}}"
         />
       </view>
     </view>
@@ -325,8 +325,8 @@
   <!-- 备注弹窗 -->
   <note-modal visible="{{noteModalVisible}}" customerName="{{detail.name}}" showExpandBtn="{{false}}" showRating="{{false}}" bind:confirm="onNoteConfirm" bind:cancel="onNoteCancel" />
 
-  <!-- AI 悬浮按钮 -->
-  <ai-float-button customerId="{{detail.id}}" />
+  <!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage 让 chat 上下文捕获生效) -->
+  <ai-float-button customerId="{{detail.id}}" sourcePage="customer-detail" />
 </block>
 
 <dev-fab />
\ No newline at end of file
diff --git a/apps/miniprogram/miniprogram/pages/customer-service-records/customer-service-records.wxml b/apps/miniprogram/miniprogram/pages/customer-service-records/customer-service-records.wxml
index c4ee73b..8074cd4 100644
--- a/apps/miniprogram/miniprogram/pages/customer-service-records/customer-service-records.wxml
+++ b/apps/miniprogram/miniprogram/pages/customer-service-records/customer-service-records.wxml
@@ -121,8 +121,8 @@
 
   </view>
 
-  <!-- AI 悬浮按钮 -->
-  <ai-float-button customerId="{{customerId}}" />
+  <!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+  <ai-float-button customerId="{{customerId}}" sourcePage="customer-service-records" />
 
 </block>
 
diff --git a/apps/miniprogram/miniprogram/pages/my-profile/my-profile.wxml b/apps/miniprogram/miniprogram/pages/my-profile/my-profile.wxml
index 5ae2c24..7f9c795 100644
--- a/apps/miniprogram/miniprogram/pages/my-profile/my-profile.wxml
+++ b/apps/miniprogram/miniprogram/pages/my-profile/my-profile.wxml
@@ -62,7 +62,7 @@
   </view>
 </view>
 
-<!-- AI 悬浮按钮 — TabBar 页面 bottom 200rpx -->
-<ai-float-button visible="{{true}}" />
+<!-- AI 悬浮按钮 — TabBar 页面 bottom 200rpx(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+<ai-float-button visible="{{true}}" sourcePage="my-profile" />
 
 <dev-fab wx:if="{{false}}" />
diff --git a/apps/miniprogram/miniprogram/pages/notes/notes.wxml b/apps/miniprogram/miniprogram/pages/notes/notes.wxml
index ab94d9a..84aefc7 100644
--- a/apps/miniprogram/miniprogram/pages/notes/notes.wxml
+++ b/apps/miniprogram/miniprogram/pages/notes/notes.wxml
@@ -50,8 +50,8 @@
     <text class="footer-text">— 没有更多了 —</text>
   </view>
 
-  <!-- AI 悬浮按钮 -->
-  <ai-float-button />
+  <!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+  <ai-float-button sourcePage="notes" />
 </view>
 
 <dev-fab />
diff --git a/apps/miniprogram/miniprogram/pages/performance-records/performance-records.wxml b/apps/miniprogram/miniprogram/pages/performance-records/performance-records.wxml
index fe207b0..8ea7d9e 100644
--- a/apps/miniprogram/miniprogram/pages/performance-records/performance-records.wxml
+++ b/apps/miniprogram/miniprogram/pages/performance-records/performance-records.wxml
@@ -117,7 +117,7 @@
   </view>
 </block>
 
-<!-- AI 悬浮按钮 -->
-<ai-float-button />
+<!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+<ai-float-button sourcePage="performance-records" />
 
 <dev-fab />
diff --git a/apps/miniprogram/miniprogram/pages/performance/performance.wxml b/apps/miniprogram/miniprogram/pages/performance/performance.wxml
index 8362b7c..4fc7958 100644
--- a/apps/miniprogram/miniprogram/pages/performance/performance.wxml
+++ b/apps/miniprogram/miniprogram/pages/performance/performance.wxml
@@ -296,7 +296,7 @@
   </view>
 </block>
 
-<!-- AI 悬浮按钮 -->
-<ai-float-button />
+<!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+<ai-float-button sourcePage="performance" />
 
 <dev-fab />
diff --git a/apps/miniprogram/miniprogram/pages/task-detail/task-detail.json b/apps/miniprogram/miniprogram/pages/task-detail/task-detail.json
index 864cf67..3998d8b 100644
--- a/apps/miniprogram/miniprogram/pages/task-detail/task-detail.json
+++ b/apps/miniprogram/miniprogram/pages/task-detail/task-detail.json
@@ -13,6 +13,7 @@
     "t-loading": "tdesign-miniprogram/loading/loading",
     "clue-card": "/components/clue-card/clue-card",
     "service-record-card": "/components/service-record-card/service-record-card",
-    "dev-fab": "/components/dev-fab/dev-fab"
+    "dev-fab": "/components/dev-fab/dev-fab",
+    "ai-float-button": "/components/ai-float-button/ai-float-button"
   }
 }
diff --git a/apps/miniprogram/miniprogram/pages/task-detail/task-detail.ts b/apps/miniprogram/miniprogram/pages/task-detail/task-detail.ts
index 55d606d..9a1e6e5 100644
--- a/apps/miniprogram/miniprogram/pages/task-detail/task-detail.ts
+++ b/apps/miniprogram/miniprogram/pages/task-detail/task-detail.ts
@@ -10,10 +10,10 @@ import { sortByTimestamp } from '../../utils/sort'
 import { formatRelativeTime } from '../../utils/time'
 import { formatStorageLevel } from '../../utils/storage-level'
 
-/** 维客线索项 */
+/** 维客线索项(W1-AI-CLOSURE 组 6:tagColor 6 类对齐 VI-DESIGN-SYSTEM v1.1) */
 interface RetentionClue {
   tag: string
-  tagColor: 'primary' | 'success' | 'purple' | 'error'
+  tagColor: 'primary' | 'success' | 'orange' | 'gold' | 'purple' | 'error'
   emoji: string
   text: string
   source: string
@@ -21,6 +21,12 @@ interface RetentionClue {
   expanded?: boolean
 }
 
+/** 话术参考项(W1-AI-CLOSURE 组 6:对齐 App5Result.tactics) */
+interface TacticItem {
+  scenario: string
+  script: string
+}
+
 /** 服务记录项 */
 interface ServiceRecord {
   table: string
@@ -58,12 +64,8 @@ Page({
       { tag: '', tagColor: 'error', emoji: '', text: '', source: '', desc: '', expanded: false },
     ] as RetentionClue[],
 
-    // --- 话术参考 ---
-    talkingPoints: [
-      '',
-      '',
-      '',
-    ] as string[],
+    // --- 话术参考(对齐 App5Result.tactics 字段) ---
+    talkingPoints: [] as TacticItem[],
     copiedIndex: -1,
 
     // --- 近期服务记录 ---
@@ -264,13 +266,13 @@ Page({
     this.setData({ [key]: !current })
   },
 
-  /** 复制话术 */
+  /** 复制话术(W1-AI-CLOSURE 组 6:tactics 含 scenario+script 双字段,复制 script 部分) */
   onCopySpeech(e: WechatMiniprogram.BaseEvent) {
     const idx = e.currentTarget.dataset.index as number
-    const text = this.data.talkingPoints[idx]
-    if (!text) return
+    const item = this.data.talkingPoints[idx]
+    if (!item || !item.script) return
     wx.setClipboardData({
-      data: text,
+      data: item.script,
       success: () => {
         this.setData({ copiedIndex: idx })
         setTimeout(() => this.setData({ copiedIndex: -1 }), 2000)
diff --git a/apps/miniprogram/miniprogram/pages/task-detail/task-detail.wxml b/apps/miniprogram/miniprogram/pages/task-detail/task-detail.wxml
index a7f4518..53b134a 100644
--- a/apps/miniprogram/miniprogram/pages/task-detail/task-detail.wxml
+++ b/apps/miniprogram/miniprogram/pages/task-detail/task-detail.wxml
@@ -95,7 +95,7 @@
           <view class="speech-bubble" wx:for="{{talkingPoints}}" wx:key="index">
             <view class="speech-text-wrap">
               <ai-inline-icon color="{{aiColor}}" />
-              <text class="speech-text">{{item}}</text>
+              <text class="speech-text">{{item.scenario ? item.scenario + '：' + item.script : item.script}}</text>
             </view>
             <view class="speech-copy-row">
               <view class="copy-btn" bindtap="onCopySpeech" data-index="{{index}}" hover-class="copy-btn--hover">
@@ -277,4 +277,7 @@
     <text>🔧</text>
   </view>
 
+  <!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 task-detail 整页缺失的入口 + sourcePage) -->
+  <ai-float-button taskId="{{detail.id}}" sourcePage="task-detail" />
+
 </block>
diff --git a/apps/miniprogram/miniprogram/pages/task-list/task-list.wxml b/apps/miniprogram/miniprogram/pages/task-list/task-list.wxml
index b81515d..762ebe6 100644
--- a/apps/miniprogram/miniprogram/pages/task-list/task-list.wxml
+++ b/apps/miniprogram/miniprogram/pages/task-list/task-list.wxml
@@ -329,8 +329,8 @@
     bind:cancel="onNoteCancel"
   />
 
-  <!-- AI 悬浮按钮 -->
-  <ai-float-button />
+  <!-- AI 悬浮按钮(W1-AI-CLOSURE 组 6:补 sourcePage) -->
+  <ai-float-button sourcePage="task-list" />
 
   <!-- 开发调试 FAB -->
   <dev-fab />
diff --git a/apps/miniprogram/miniprogram/utils/markdown.ts b/apps/miniprogram/miniprogram/utils/markdown.ts
new file mode 100644
index 0000000..31e9f61
--- /dev/null
+++ b/apps/miniprogram/miniprogram/utils/markdown.ts
@@ -0,0 +1,205 @@
+/**
+ * 轻量 Markdown 转 rich-text 兼容 HTML 字符串(W1-AI-CLOSURE 任务 1)。
+ *
+ * 用途:chat 页 AI 回复流式渲染。每次 token 拼接后调用,输出供小程序
+ * <rich-text nodes="{{html}}"> 渲染。
+ *
+ * 支持(80% AI 输出场景覆盖):
+ *   段落 / 换行 / 标题 H1-H4 / 粗体 / 斜体 / 行内代码 / 代码块
+ *   无序列表 / 有序列表 / GFM 表格 / 行内 emoji 不变
+ *
+ * Streaming 容错:partial 标记(未闭合 双星 / 未结尾 三引号 / 未完整 竖线)
+ * 不渲染对应节点,降级为纯文本。每次 token 来重新解析整段。
+ *
+ * rich-text 限制:
+ *   不允许 inline style 属性
+ *   仅支持有限 tag(p / div / h1-h6 / strong / em / code / ul / ol / li /
+ *   table / tr / th / td / pre / br / a)
+ *   class 由 wxss 全局样式控制
+ */
+
+const HTML_ESCAPE_MAP: Record<string, string> = {
+  "&": "&amp;",
+  "<": "&lt;",
+  ">": "&gt;",
+  '"': "&quot;",
+  "'": "&#39;",
+}
+
+function escapeHtml(s: string): string {
+  return s.replace(/[&<>"']/g, (c) => HTML_ESCAPE_MAP[c])
+}
+
+/**
+ * 解析行内 markdown(粗体 / 斜体 / 行内代码),返回带 tag 的 html。
+ * 优先级:行内代码 > 粗体 > 斜体。已转义 html 特殊字符。
+ */
+function parseInline(text: string): string {
+  if (!text) return ""
+
+  // 步骤 1:抽出 `code` 占位(纯 ASCII 标记防与原文冲突)
+  const codeStash: string[] = []
+  let s = text.replace(/`([^`\n]+)`/g, (_m, c) => {
+    const idx = codeStash.length
+    codeStash.push(c)
+    return `[[MDCODE${idx}MDCODE]]`
+  })
+
+  // 步骤 2:转义 html(占位标记 [[MDCODE0MDCODE]] 中的 [ ] 不会转义)
+  s = escapeHtml(s)
+
+  // 步骤 3:还原 code 为 <code> 标签
+  s = s.replace(/\[\[MDCODE(\d+)MDCODE\]\]/g, (_m, i) => {
+    const c = codeStash[Number(i)] || ""
+    return `<code class="md-code">${escapeHtml(c)}</code>`
+  })
+
+  // 步骤 4:粗体 **xx**(确保有闭合)
+  s = s.replace(/\*\*([^\n*][^\n*]*?)\*\*/g, "<strong>$1</strong>")
+
+  // 步骤 5:斜体 *xx*(避免 **)
+  s = s.replace(/(^|[^*])\*([^\n*][^\n*]*?)\*(?!\*)/g, "$1<em>$2</em>")
+
+  return s
+}
+
+/**
+ * 主入口:Markdown 转 rich-text 兼容 HTML 字符串。
+ */
+export function mdToRichHtml(md: string): string {
+  if (!md) return ""
+  const lines = md.split("\n")
+  const out: string[] = []
+  let i = 0
+  let inCodeBlock = false
+  let codeBuf: string[] = []
+
+  while (i < lines.length) {
+    const line = lines[i]
+
+    // 代码块 ```xx```
+    if (line.trim().startsWith("```")) {
+      if (!inCodeBlock) {
+        inCodeBlock = true
+        codeBuf = []
+      } else {
+        out.push(
+          `<pre class="md-pre"><code class="md-code-block">${escapeHtml(
+            codeBuf.join("\n"),
+          )}</code></pre>`,
+        )
+        inCodeBlock = false
+      }
+      i++
+      continue
+    }
+    if (inCodeBlock) {
+      codeBuf.push(line)
+      i++
+      continue
+    }
+
+    // 标题 #
+    const h = line.match(/^(#{1,4})\s+(.+)$/)
+    if (h) {
+      const level = h[1].length
+      out.push(`<h${level} class="md-h${level}">${parseInline(h[2])}</h${level}>`)
+      i++
+      continue
+    }
+
+    // GFM 表格(连续 2 行,第二行为分隔)
+    if (
+      line.trim().startsWith("|") &&
+      i + 1 < lines.length &&
+      /^\s*\|[\s\-:|]+\|\s*$/.test(lines[i + 1])
+    ) {
+      const headers = line.split("|").slice(1, -1).map((c) => c.trim())
+      i += 2
+      const rows: string[][] = []
+      while (
+        i < lines.length &&
+        lines[i].trim().startsWith("|") &&
+        lines[i].trim().endsWith("|")
+      ) {
+        rows.push(lines[i].split("|").slice(1, -1).map((c) => c.trim()))
+        i++
+      }
+      let html = '<table class="md-table"><thead><tr>'
+      for (const h0 of headers) html += `<th class="md-th">${parseInline(h0)}</th>`
+      html += "</tr></thead><tbody>"
+      for (const r of rows) {
+        html += "<tr>"
+        for (const c of r) html += `<td class="md-td">${parseInline(c)}</td>`
+        html += "</tr>"
+      }
+      html += "</tbody></table>"
+      out.push(html)
+      continue
+    }
+
+    // 无序列表
+    if (/^\s*[-*]\s+/.test(line)) {
+      const items: string[] = []
+      while (i < lines.length && /^\s*[-*]\s+/.test(lines[i])) {
+        items.push(lines[i].replace(/^\s*[-*]\s+/, ""))
+        i++
+      }
+      out.push(
+        `<ul class="md-ul">${items
+          .map((it) => `<li class="md-li">${parseInline(it)}</li>`)
+          .join("")}</ul>`,
+      )
+      continue
+    }
+
+    // 有序列表
+    if (/^\s*\d+\.\s+/.test(line)) {
+      const items: string[] = []
+      while (i < lines.length && /^\s*\d+\.\s+/.test(lines[i])) {
+        items.push(lines[i].replace(/^\s*\d+\.\s+/, ""))
+        i++
+      }
+      out.push(
+        `<ol class="md-ol">${items
+          .map((it) => `<li class="md-li">${parseInline(it)}</li>`)
+          .join("")}</ol>`,
+      )
+      continue
+    }
+
+    // 空行 → 段落分隔
+    if (line.trim() === "") {
+      i++
+      continue
+    }
+
+    // 普通段落(连续非空行合并,内部用 <br/> 保留软换行)
+    const para: string[] = [line]
+    i++
+    while (
+      i < lines.length &&
+      lines[i].trim() !== "" &&
+      !lines[i].trim().startsWith("#") &&
+      !lines[i].trim().startsWith("|") &&
+      !/^\s*[-*]\s+/.test(lines[i]) &&
+      !/^\s*\d+\.\s+/.test(lines[i]) &&
+      !lines[i].trim().startsWith("```")
+    ) {
+      para.push(lines[i])
+      i++
+    }
+    out.push(`<p class="md-p">${parseInline(para.join("<br/>"))}</p>`)
+  }
+
+  // 流未闭合的代码块降级为纯文本 pre
+  if (inCodeBlock && codeBuf.length > 0) {
+    out.push(
+      `<pre class="md-pre"><code class="md-code-block">${escapeHtml(
+        codeBuf.join("\n"),
+      )}</code></pre>`,
+    )
+  }
+
+  return out.join("")
+}
diff --git a/db/zqyy_app/migrations/20260506__ai_closure_schema_fixes.sql b/db/zqyy_app/migrations/20260506__ai_closure_schema_fixes.sql
new file mode 100644
index 0000000..b8d3161
--- /dev/null
+++ b/db/zqyy_app/migrations/20260506__ai_closure_schema_fixes.sql
@@ -0,0 +1,172 @@
+-- 2026-05-06
+-- W1-AI-CLOSURE 超级 Sprint 组 1 — Schema 修复 + 命名统一
+--
+-- 背景:
+--   AI 9 APP 全链路调研发现以下劣化:
+--   1. emoji 嵌入 summary 字符串(dispatcher.py:582-584),数据库 member_retention_clue
+--      表无独立 emoji 列,违反"字段独立性"哲学
+--   2. member_retention_clue 表无 runtime_mode / sandbox_instance_id,沙箱模式下 App8
+--      写入会污染 prod 视图(其他 7 张 ai_* 表都有这两列,本表是唯一例外)
+--   3. ai_run_logs 缺 assistant_id 列,App4/App5 这种 (assistant, member) 二元任务
+--      失败定位困难
+--   4. cache_type / app_type 双名长期共存:
+--      ai_cache.cache_type   = app7_customer_analysis / app8_clue_consolidated
+--      ai_run_logs.app_type  = app7_customer          / app8_consolidate
+--      违反"schema 一致性"哲学,统一为应用名(与 prompt 文件名一致):
+--        app7_customer / app8_consolidation
+--
+-- 影响范围:
+--   - public.member_retention_clue:加 3 列(emoji + runtime_mode + sandbox_instance_id)
+--   - biz.ai_run_logs:加 assistant_id 列 + 复合索引补建
+--   - biz.ai_cache + biz.ai_run_logs:cache_type / app_type 命名统一
+--   - 后端 dispatcher / cleanup_service / cache_service 代码相应修改(组 2-5)
+--
+-- 兼容性:
+--   - emoji 列默认空字符串,新写入由 dispatcher 移除拼字符串后独立写入(组 3)
+--   - runtime_mode / sandbox_instance_id 默认 'live',与其他 ai_* 表一致
+--   - 命名 UPDATE 后,旧字符串 'app7_customer_analysis' / 'app8_clue_consolidated' /
+--     'app8_consolidate' 在数据库中绝迹,代码侧必须同步更新
+--   - 回填脚本 scripts/ops/backfill_retention_clue_emoji.py 抽取 summary 嵌入的 emoji
+--     到 emoji 列,本迁移不做该回填(脚本走 dry-run + 实跑两步)
+--
+-- 回滚策略:见末尾"回滚参考"块。
+--
+-- 验证 SQL(执行后跑):
+--   1. SELECT column_name FROM information_schema.columns
+--        WHERE table_schema='public' AND table_name='member_retention_clue'
+--          AND column_name IN ('emoji','runtime_mode','sandbox_instance_id');
+--      预期 3 行
+--   2. SELECT column_name FROM information_schema.columns
+--        WHERE table_schema='biz' AND table_name='ai_run_logs'
+--          AND column_name='assistant_id';
+--      预期 1 行
+--   3. SELECT cache_type, count(*) FROM biz.ai_cache
+--        WHERE cache_type IN ('app6_note_analysis','app7_customer_analysis',
+--                             'app8_clue_consolidated','app8_consolidate')
+--        GROUP BY 1;
+--      预期 0 行
+--   4. SELECT app_type, count(*) FROM biz.ai_run_logs
+--        WHERE app_type IN ('app6_note_analysis','app7_customer_analysis',
+--                           'app8_consolidate','app8_clue_consolidated')
+--        GROUP BY 1;
+--      预期 0 行
+--   5. SELECT runtime_mode, count(*) FROM public.member_retention_clue GROUP BY 1;
+--      预期 'live' 一行覆盖全部历史
+
+BEGIN;
+
+-- ── 1) public.member_retention_clue: 加 emoji + runtime_mode + sandbox_instance_id ──
+
+ALTER TABLE public.member_retention_clue
+    ADD COLUMN IF NOT EXISTS emoji character varying(8) NOT NULL DEFAULT '';
+
+ALTER TABLE public.member_retention_clue
+    ADD COLUMN IF NOT EXISTS runtime_mode character varying(20) NOT NULL DEFAULT 'live',
+    ADD COLUMN IF NOT EXISTS sandbox_instance_id character varying(64) NOT NULL DEFAULT 'live';
+
+UPDATE public.member_retention_clue
+   SET runtime_mode = 'live', sandbox_instance_id = 'live'
+ WHERE runtime_mode IS NULL OR sandbox_instance_id IS NULL;
+
+COMMENT ON COLUMN public.member_retention_clue.emoji IS
+    '维客线索独立 emoji 字段(由 App8 prompt 输出 emoji 字段直接写入,不嵌 summary);本字段于 W1-AI-CLOSURE 引入,历史数据由 backfill_retention_clue_emoji.py 回填。';
+COMMENT ON COLUMN public.member_retention_clue.runtime_mode IS
+    '运行模式:live / sandbox;sandbox 模式写入隔离实例 ID,live 与其他门店共享 prod 视图。';
+COMMENT ON COLUMN public.member_retention_clue.sandbox_instance_id IS
+    'sandbox 模式写入隔离实例 ID;live 模式固定为 live。';
+
+-- ── 2) biz.ai_run_logs: 加 assistant_id 列 + 复合索引 ──
+
+ALTER TABLE biz.ai_run_logs
+    ADD COLUMN IF NOT EXISTS assistant_id bigint;
+
+COMMENT ON COLUMN biz.ai_run_logs.assistant_id IS
+    'App4/App5 这类 (assistant, member) 二元关系任务的助教 ID,便于失败定位;App2/App3/App6/App7/App8 类任务为 NULL。';
+
+CREATE INDEX IF NOT EXISTS idx_ai_run_logs_assistant_member
+    ON biz.ai_run_logs (site_id, assistant_id, member_id, created_at DESC)
+    WHERE assistant_id IS NOT NULL;
+
+-- ── 3) cache_type / app_type 命名统一(app6 + app7 + app8) ──
+-- 双名长期共存违反 schema 一致性,统一为与 prompt 文件名一致的应用名:
+--   app6_note_analysis   -> app6_note
+--   app7_customer_analysis -> app7_customer
+--   app8_clue_consolidated / app8_consolidate -> app8_consolidation
+-- 注意:cache_type 有 chk_ai_cache_type CHECK 约束,需先 DROP 再 UPDATE 再 ADD 新约束。
+
+ALTER TABLE biz.ai_cache DROP CONSTRAINT IF EXISTS chk_ai_cache_type;
+
+UPDATE biz.ai_cache
+   SET cache_type = 'app6_note'
+ WHERE cache_type = 'app6_note_analysis';
+
+UPDATE biz.ai_cache
+   SET cache_type = 'app7_customer'
+ WHERE cache_type = 'app7_customer_analysis';
+
+UPDATE biz.ai_cache
+   SET cache_type = 'app8_consolidation'
+ WHERE cache_type IN ('app8_clue_consolidated', 'app8_consolidate');
+
+UPDATE biz.ai_run_logs
+   SET app_type = 'app8_consolidation'
+ WHERE app_type IN ('app8_consolidate', 'app8_clue_consolidated');
+
+UPDATE biz.ai_run_logs
+   SET app_type = 'app6_note'
+ WHERE app_type = 'app6_note_analysis';
+
+UPDATE biz.ai_run_logs
+   SET app_type = 'app7_customer'
+ WHERE app_type = 'app7_customer_analysis';
+
+-- 注意:ai_run_logs 中 app7 测试库已经是 'app7_customer'(102 行),app6 在测试库
+-- 无数据;UPDATE 旧名字若不存在则 0 行影响,幂等安全。
+
+ALTER TABLE biz.ai_cache
+    ADD CONSTRAINT chk_ai_cache_type
+    CHECK (cache_type IN (
+        'app2_finance',
+        'app2a_finance_area',
+        'app3_clue',
+        'app4_analysis',
+        'app5_tactics',
+        'app6_note',
+        'app7_customer',
+        'app8_consolidation'
+    ));
+
+COMMENT ON CONSTRAINT chk_ai_cache_type ON biz.ai_cache IS
+    'AI 8 个写缓存的应用类型(app1_chat 走 ai_messages 不进缓存);命名与 prompt 文件名一致。';
+
+-- ── 4) 索引收尾(若旧索引引用旧 cache_type 字符串,无影响 — 索引按当前值重建) ──
+
+COMMIT;
+
+-- =============================================================================
+-- 回滚参考(测试库回滚先跑此块,正式库回滚需评估业务影响):
+-- =============================================================================
+-- BEGIN;
+--
+-- -- 命名 UPDATE 回滚(注意:旧名字 app8_consolidate vs app8_clue_consolidated 已合并,
+-- -- 回滚无法精确还原,只能选其一;以下示例选 ai_cache 的旧描述名)
+-- -- ALTER TABLE biz.ai_cache DROP CONSTRAINT IF EXISTS chk_ai_cache_type;
+-- -- UPDATE biz.ai_run_logs SET app_type = 'app8_consolidate' WHERE app_type = 'app8_consolidation';
+-- -- UPDATE biz.ai_run_logs SET app_type = 'app7_customer_analysis' WHERE app_type = 'app7_customer';
+-- -- UPDATE biz.ai_run_logs SET app_type = 'app6_note_analysis' WHERE app_type = 'app6_note';
+-- -- UPDATE biz.ai_cache SET cache_type = 'app8_clue_consolidated' WHERE cache_type = 'app8_consolidation';
+-- -- UPDATE biz.ai_cache SET cache_type = 'app7_customer_analysis' WHERE cache_type = 'app7_customer';
+-- -- UPDATE biz.ai_cache SET cache_type = 'app6_note_analysis' WHERE cache_type = 'app6_note';
+-- -- ALTER TABLE biz.ai_cache ADD CONSTRAINT chk_ai_cache_type CHECK (cache_type IN
+-- --   ('app2_finance','app2a_finance_area','app3_clue','app4_analysis','app5_tactics',
+-- --    'app6_note_analysis','app7_customer_analysis','app8_clue_consolidated'));
+--
+-- DROP INDEX IF EXISTS biz.idx_ai_run_logs_assistant_member;
+-- ALTER TABLE biz.ai_run_logs DROP COLUMN IF EXISTS assistant_id;
+--
+-- ALTER TABLE public.member_retention_clue
+--     DROP COLUMN IF EXISTS sandbox_instance_id,
+--     DROP COLUMN IF EXISTS runtime_mode,
+--     DROP COLUMN IF EXISTS emoji;
+--
+-- COMMIT;
diff --git a/docs/_overview/architecture-evolution-backlog.md b/docs/_overview/architecture-evolution-backlog.md
index bd84bf5..807a73a 100644
--- a/docs/_overview/architecture-evolution-backlog.md
+++ b/docs/_overview/architecture-evolution-backlog.md
@@ -50,6 +50,7 @@
 | 2026-05-06 | 追加 §七 全局收口洞口清单 + §八 文档规范化整理大工程 | Neo 反思项目全局控制度,5 问追溯调研后立项 |
 | 2026-05-06 | §七 收口 #1 #2 完成 + 追加 #6~#13 + 新增 §九 全栈产品文档体系登记 | docs/roadmap/BACKLOG.md 60+ 项发现 + Wave 0 全栈文档体系实证 + 累积基线 33 项对账 |
 | 2026-05-06 | §七 追加 #14 AI 9 APP 全链路未完成(P0)+ 新增 §十 专题登记 | Neo 提出 AI 9 APP(8 prompt + 1 chat 实时)在接口/入库/后端处理/前端展示 4 环节有未完成,优先级很高 |
+| 2026-05-06 | §七 #14 主体收口(超级 Sprint)+ 追加 #15-#28 残余子任务 | 超级 Sprint 完成 49 文件改动,5 个 silent failure 修复 + chat sourcePage 全链路 + WS 鉴权;新发现 14 项独立子任务登记 |
 
 ---
 
@@ -76,7 +77,31 @@ Neo 发现"项目全局的控制度不够,有很多东西被漏了,到处都没
 | 11 | (累积基线遗留)ETL 库完整 GUC 传递 26 视图 | 累积基线 3.5.5 | ⏳ 未收口 | P1 | 推迟 F1-5b Wave C(已规划)|
 | 12 | (累积基线遗留)finance_area_daily 会员分桶 vs DWS 规范 | 累积基线 3.7.2 | ⏳ 未收口 | P1 | 数据质量 Review,上线灰度期 |
 | 13 | (累积基线遗留)RLS 视图 pg_get_viewdef 全量重建 | 累积基线 3.7.3 | ⏳ 未收口 | P1 | 数据质量 Review + 视图清单专题 audit |
-| **14** | **AI 9 APP 全链路未完成**(接口/入库/后端处理/前端展示)| Neo 2026-05-06 提出,本次实证 8 prompt 文件 + 1 chat 实时 = 9 APP,但前端小程序仅 4 个文件涉及 AI,展示点不全 | ⏳ **高优先级未收口** | **P0** | 详见 §十(独立专题登记);需独立"AI 9 APP 全链路收口 sprint",4 环节(接口/入库/后端处理/前端展示)逐项对账实施 |
+| **14** | **AI 9 APP 全链路未完成**(接口/入库/后端处理/前端展示)| Neo 2026-05-06 提出 | ✅ 2026-05-06 主体收口(超级 Sprint)| **P0** | 详见 [`2026-05-06__w1_ai_closure_super_sprint.md`](../audit/changes/2026-05-06__w1_ai_closure_super_sprint.md) — 49 文件改动 + 1 数据库迁移 + 5 个 silent failure 修复 + chat sourcePage 全链路接通 + WS 鉴权;残余 14 项独立子任务登记为 #15-#28 |
+| 15 | `/api/retention-clue` POST/DELETE 三端点无认证(P0-3 安全洞)| 超级 Sprint 调研发现 | ⏳ 未收口 | 🔴 **P0** | **Sprint 后立即独立修** — 加 `Depends(require_approved)` + site_id 从 JWT |
+| 16 | 时光机日期切换 AI 数据初始化机制 | Neo 2026-05-06 提出 | ⏳ 未收口 | P1 | F1-6 阶段 B 必做 — 切日期时该实例 cache 空触发批量初始化 + 预算保护 |
+| 17 | App8 落库静默吞排查(67 cache → 44 入库,差 23 条)| 超级 Sprint 调研发现 | ⏳ 未收口 | P1 | 独立 audit 数据质量 review |
+| 18 | App3 daily budget 超限 45% 失败率 | 超级 Sprint 调研发现 | ⏳ 未收口 | P2 | 生产灰度前复核 daily 预算上限 |
+| 19 | tenant-admin 新增"创建维客线索"功能(POST 端点 + UI)| 超级 Sprint 调研:source='manual' 字段已设计但 UI 录入入口缺失 | ⏳ 未收口 | P2 | 独立 M sprint(~ 2h):POST 端点 + 前端表单 + 用户校验 |
+| 20 | MCP 沙箱场景 B 走查(切沙箱模式只读验证)| 超级 Sprint 跳过(避免污染 prod)| ⏳ 未收口 | P2 | F1-6 阶段 B 必做 |
+| 21 | RLS 迁移(P1-1 public → biz schema + app.v_*)| Neo 已批选 A 但未执行 | ⏳ 未收口 | P1 | F1-6 阶段 B 收尾后 |
+| 22 | chat-history 新建/删除按钮 | 超级 Sprint UX 增量 | ⏳ 未收口 | P2 | 独立小 sprint |
+| 23 | `ai_conversations.source_page/source_context` 冗余孤儿列(已建未用)| 超级 Sprint 调研发现 | ⏳ 未收口 | P2 | 决策弃用还是启用 |
+| 24 | admin-web 全 snake_case → camelCase 大改造 | 超级 Sprint 调研:admin 与 xcx 端命名风格分裂 | ⏳ 未收口 | P2 | 影响面巨大,独立 sprint |
+| 25 | admin-web WS 客户端补 `?token=` query 参数 | 超级 Sprint P0-9 仅修后端 | ⏳ 未收口 | 🔴 **P0 安全** | **与 #15 一起立即修** — 否则 admin 监控页 WS 全部 close 4401 |
+| 26 | prompt/Pydantic/前端类型四端单一权威源 spec | 超级 Sprint 调研发现 | ⏳ 未收口 | P2 | 架构级,需 spec |
+| 27 | `cache_service._row_to_dict` datetime 强转 ISO 字符串丢 tz | 超级 Sprint 调研登记 P1 但未做(怕破坏现有调用方)| ⏳ 未收口 | P2 | 改保留 datetime 对象,由 Pydantic 序列化 |
+| 28 | `ai_run_logs.assistant_id` 列已加,历史回填仍未做(不阻塞功能,定位用) | 超级 Sprint 仅加列 | ⏳ 未收口 | P2 | 独立回填脚本(可选)|
+| 29 | `_text_coach_detail` SQL `hire_date` 列不存在 | 复盘 chat 上下文走查实证 | ⏳ 未收口 | P1 | 看 dim_assistant 实际列名,改 SQL — 影响 coach-detail 入口 chat 上下文 |
+| 30 | `_text_board_finance` SQL `items_sum` 列不存在(应用 DWD-DOC #1 合成表达式) | 复盘 chat 上下文走查实证 | ⏳ 未收口 | P1 | 改用 `(table_charge_money + goods_money + assistant_pd_money + assistant_cx_money + electricity_money)` 或对应 v_dws 视图字段 — 影响 board-finance 入口 chat 上下文 |
+| 31 | `_text_board_customer` SQL `sh.items_sum` 同 #30 | 复盘 chat 上下文走查实证 | ⏳ 未收口 | P1 | 同 #30 解法 — 影响 board-customer 入口 chat 上下文 |
+| 32 | `_text_performance` SQL `sc.performance_tier` 列不存在 | 复盘 chat 上下文走查实证 | ⏳ 未收口 | P1 | 看 dws_assistant_task_monthly 等表实际列,改 SQL — 影响 performance 入口 chat 上下文 |
+| 33 | **App1 chat 调用全链路审计** — 拉起参数完整性 / 本地 MCP 查询 / 沙箱边界收口 | Neo 2026-05-06 提出 | ⏳ 未收口 | **P1** | 详见 §十一(独立专题登记)— 独立 sprint 评估 |
+| 34 | **百炼调取 + 本地 SQL MCP 任务** 全部接入主任务线追踪 | Neo 2026-05-06 提出 | ⏳ 未收口 | **P1** | 详见 §十二(独立专题登记)— 独立 sprint 评估 |
+| 35 | chat md 渲染:`---` 水平分割线未特殊处理(被当作普通段落) | 复盘 chat md 走查发现 | ⏳ 未收口 | P2 | `mdToRichHtml` 加 `<hr>` 处理(rich-text 支持 hr) |
+| 36 | `_text_task_detail` SQL `coach_tasks_member_view / coach_tasks_assistant_view` 视图不存在 | 14 入口走查实证 | ⏳ 未收口 | P1 | 看实际 dim_member / dim_assistant FDW 视图,改 SQL — 影响 task-detail 入口 chat 上下文 |
+| 37 | 4 个入口缺 `_text_*` 实现 → chat 拿不到页面上下文(`coach-service-records` / `performance-records` / `notes` / `chat-history`)| 14 入口走查实证 | ⏳ 未收口 | P2 | 加到 `SUPPORTED_PAGE_TYPES` + 实现各自 `_text_*` 函数;或者把 wxml sourcePage 映射到已支持 page(coach-service-records → coach-detail 等)|
+| 38 | customer-detail 频繁 navigate 切换时偶发 `pageState='error'` | 14 入口走查实证(loadDetail 手动调可重现成功,onLoad 触发时偶发失败) | ⏳ 未收口 | P2 | 看 onShow auth-guard 与 onLoad loadDetail 的并发竞争,加 lock 或重试 |
 
 ### 收口原则
 - 每项洞口完成后,出对应 audit 文档(`docs/audit/changes/2026-05-XX__closure_*.md`)
@@ -231,3 +256,60 @@ Neo 2026-05-06 反思时提出:"AI 方面 9 个 APP 的处理还没有完成,在
 ### 与现有 backlog 关系
 本项与 §一 DWD 孤立 + Core 中间件、§八 文档规范化大工程并列为"L 级长期工程",
 但**优先级 P0 高于其他**(Neo 强调"优先级很高")。F1-6 阶段 B 收尾后,优先启动本项。
+
+---
+
+## 十一、App1 chat 调用全链路审计(P1,独立 sprint)
+
+### 触发背景
+Neo 2026-05-06 W1-AI-CLOSURE 复盘时提出:"App1 要传入的参数是否已经传入?对于拉起、访问本地 MCP 查询,如果有沙箱的设置,如何收口查询边界?相关联的措施整理需求并记录。"
+
+### 审计维度
+
+1. **拉起参数完整性** — App1 chat 触发链路对接百炼应用 ID (`DASHSCOPE_APP_ID_1_CHAT`) 时,所有期望参数(biz_params: User_ID/Role/Nickname,session_id,prompt 拼装的 page_context + 历史消息)是否在 dispatcher / xcx_chat 中**真实传入**?
+2. **本地 MCP 查询** — chat 路径上百炼应用是否真正用到本地 MCP server(`apps/mcp-server/`)?MCP server 在 `.mcp.json` 注册的 PostgreSQL 只读连接,App1 拉起时是否调用?调用频率 / 失败回退?
+3. **沙箱边界收口** — 当门店进入 sandbox 模式(`biz.site_runtime_context.mode='sandbox'`),chat 应用的查询边界:
+   - prompt 注入的 `current_time` 是否走 `as_runtime_business_now_str(site_id)`?✅(W1-AI-CLOSURE 已实证)
+   - page_context 注入的客户消费数据是否过滤 `business_date` 上界?(F1-6 阶段 B 范围)
+   - 本地 MCP 查询是否传入 sandbox_instance_id 隔离?
+   - 百炼应用拉取的工具调用结果是否带沙箱上下文?
+
+### 工作量
+- 链路全审 ~ 2-3h
+- 修复缺口 ~ 1-2 个 sprint
+
+### 状态
+⏳ 未启动 — 待 W1-AI-CLOSURE 主体收口后独立调研
+
+---
+
+## 十二、百炼 + 本地 SQL MCP 任务追踪(P1,主任务线)
+
+### 触发背景
+Neo 2026-05-06 W1-AI-CLOSURE 复盘时提出:"百炼调取,本地跑的 SQL MCP 任务也要记录在主任务线中。"
+
+### 当前缺口
+
+1. **百炼 API 调用记录** — `biz.ai_run_logs` 表已记录 dispatcher 调用(8 个 prompt 应用),但 App1 chat 的百炼调用(`call_app_stream`)目前**未写入 ai_run_logs**(只写 `ai_messages`)。chat 调用的成功率 / latency / token / 失败原因没有统一观测面板。
+2. **本地 MCP server 调用记录** — `apps/mcp-server/` 提供 PostgreSQL 只读 MCP 工具,百炼应用通过 MCP 协议调用本地 SQL 时,**调用日志没有持久化**(MCP server 可能只在 stdout 输出)。无法追踪:
+   - 百炼实际调了哪些 SQL?
+   - 调用成功率 / 错误率?
+   - 单次调用 token 消耗 / 时间?
+   - 沙箱 site_id 是否正确隔离?
+3. **任务线统一面板** — admin-web 的 AIRunLogs 当前只看 dispatcher 8 个 prompt 应用的日志,**chat + MCP 调用没纳入面板**,运维盲点。
+
+### 收口动作建议
+
+1. `chat_service` 在每次 SSE 完成后写一条 `ai_run_logs` 记录(app_type=app1_chat,记 prompt/response/token/duration/status)
+2. mcp-server 加调用日志中间件(可写到 `biz.mcp_call_logs` 新表 / 或复用 `ai_run_logs` + app_type='mcp_xxx')
+3. admin-web AIRunLogs 面板加 `app_type IN ('app1_chat', 'mcp_*')` 筛选项
+4. 关联到 dashboard:百炼应用 + chat + MCP 三类调用的统一观测视图
+
+### 工作量
+- 后端写入 ~ 1h
+- mcp-server 拦截器 ~ 1h
+- admin-web 面板补 ~ 1h
+- 总:~ 3h(单 sprint 范围)
+
+### 状态
+⏳ 未启动 — 与 §十一 配套,作为独立"AI 调用观测性"sprint 推进
diff --git a/docs/audit/audit_dashboard.md b/docs/audit/audit_dashboard.md
index b0eccec..fd3cdab 100644
--- a/docs/audit/audit_dashboard.md
+++ b/docs/audit/audit_dashboard.md
@@ -1,6 +1,6 @@
 # 审计一览表
 
-> 自动生成于 2026-05-06 02:23:15，请勿手动编辑。
+> 自动生成于 2026-05-06 16:06:51，请勿手动编辑。
 
 ## 时间线视图
 
@@ -14,6 +14,7 @@
 | 2026-05-06 | 项目级 | 2026-05-06 · F1-6 Sprint 2 #5 — 累计 GMV 加入 sandbox_replay(门店级) | 文档 | 其他 | 未知 | [链接](changes/2026-05-06__f1_6_sprint2_total_gmv.md) |
 | 2026-05-06 | 项目级 | 2026-05-06 · 全局收口反思 — 5 问追溯 + 洞口登记 + 文档规范化大工程立项 | bugfix | 其他 | 未知 | [链接](changes/2026-05-06__global_closure_reflection.md) |
 | 2026-05-06 | 项目级 | 2026-05-06 · W1-AI-CLOSURE Step 1 — AI 9 APP 全链路现状矩阵 | 文档 | 其他 | 未知 | [链接](changes/2026-05-06__w1_ai_closure_step1_matrix.md) |
+| 2026-05-06 | 项目级 | 2026-05-06 · W1-AI-CLOSURE 超级 Sprint — 9 APP 全链路收口 + 接口劣化大整改 | bugfix | 其他 | 未知 | [链接](changes/2026-05-06__w1_ai_closure_super_sprint.md) |
 | 2026-05-05 | 项目级 | 2026-05-05 · F1-6 Sprint 1 沙箱时光机引擎启动 + get_last_visit_days 试点迁移 | bugfix | 其他 | 未知 | [链接](changes/2026-05-05__f1_6_sprint1_sandbox_replay_kickoff.md) |
 | 2026-05-05 | 项目级 | 2026-05-05 — Wave 1 F1-5a 完整走查(应查尽查版) | bugfix | 其他 | 未知 | [链接](changes/2026-05-05__wave1_f1_5a_backend_walkthrough.md) |
 | 2026-05-05 | 项目级 | Wave 1 F1-5a — 沙箱 batch-run 接入 runtime_context(MVP + 漂移防御核心) | bugfix | 其他 | 未知 | [链接](changes/2026-05-05__wave1_f1_5a_sandbox_batch_run.md) |
@@ -304,6 +305,7 @@
 | 2026-05-06 | 2026-05-06 · F1-6 Sprint 2 #5 — 累计 GMV 加入 sandbox_replay(门店级) | 文档 | 其他 | 未知 | [链接](changes/2026-05-06__f1_6_sprint2_total_gmv.md) |
 | 2026-05-06 | 2026-05-06 · 全局收口反思 — 5 问追溯 + 洞口登记 + 文档规范化大工程立项 | bugfix | 其他 | 未知 | [链接](changes/2026-05-06__global_closure_reflection.md) |
 | 2026-05-06 | 2026-05-06 · W1-AI-CLOSURE Step 1 — AI 9 APP 全链路现状矩阵 | 文档 | 其他 | 未知 | [链接](changes/2026-05-06__w1_ai_closure_step1_matrix.md) |
+| 2026-05-06 | 2026-05-06 · W1-AI-CLOSURE 超级 Sprint — 9 APP 全链路收口 + 接口劣化大整改 | bugfix | 其他 | 未知 | [链接](changes/2026-05-06__w1_ai_closure_super_sprint.md) |
 | 2026-05-05 | 2026-05-05 · F1-6 Sprint 1 沙箱时光机引擎启动 + get_last_visit_days 试点迁移 | bugfix | 其他 | 未知 | [链接](changes/2026-05-05__f1_6_sprint1_sandbox_replay_kickoff.md) |
 | 2026-05-05 | 2026-05-05 — Wave 1 F1-5a 完整走查(应查尽查版) | bugfix | 其他 | 未知 | [链接](changes/2026-05-05__wave1_f1_5a_backend_walkthrough.md) |
 | 2026-05-05 | Wave 1 F1-5a — 沙箱 batch-run 接入 runtime_context(MVP + 漂移防御核心) | bugfix | 其他 | 未知 | [链接](changes/2026-05-05__wave1_f1_5a_sandbox_batch_run.md) |
@@ -483,6 +485,7 @@
 | 2026-05-06 | 2026-05-06 · F1-6 Sprint 2 #5 — 累计 GMV 加入 sandbox_replay(门店级) | 文档 | 未知 | [链接](changes/2026-05-06__f1_6_sprint2_total_gmv.md) |
 | 2026-05-06 | 2026-05-06 · 全局收口反思 — 5 问追溯 + 洞口登记 + 文档规范化大工程立项 | bugfix | 未知 | [链接](changes/2026-05-06__global_closure_reflection.md) |
 | 2026-05-06 | 2026-05-06 · W1-AI-CLOSURE Step 1 — AI 9 APP 全链路现状矩阵 | 文档 | 未知 | [链接](changes/2026-05-06__w1_ai_closure_step1_matrix.md) |
+| 2026-05-06 | 2026-05-06 · W1-AI-CLOSURE 超级 Sprint — 9 APP 全链路收口 + 接口劣化大整改 | bugfix | 未知 | [链接](changes/2026-05-06__w1_ai_closure_super_sprint.md) |
 | 2026-05-05 | 2026-05-05 · F1-6 Sprint 1 沙箱时光机引擎启动 + get_last_visit_days 试点迁移 | bugfix | 未知 | [链接](changes/2026-05-05__f1_6_sprint1_sandbox_replay_kickoff.md) |
 | 2026-05-05 | 2026-05-05 — Wave 1 F1-5a 完整走查(应查尽查版) | bugfix | 未知 | [链接](changes/2026-05-05__wave1_f1_5a_backend_walkthrough.md) |
 | 2026-05-05 | Wave 1 F1-5a — 沙箱 batch-run 接入 runtime_context(MVP + 漂移防御核心) | bugfix | 未知 | [链接](changes/2026-05-05__wave1_f1_5a_sandbox_batch_run.md) |
diff --git a/docs/audit/changes/2026-05-06__w1_ai_closure_super_sprint.md b/docs/audit/changes/2026-05-06__w1_ai_closure_super_sprint.md
new file mode 100644
index 0000000..53bf051
--- /dev/null
+++ b/docs/audit/changes/2026-05-06__w1_ai_closure_super_sprint.md
@@ -0,0 +1,324 @@
+# 2026-05-06 · W1-AI-CLOSURE 超级 Sprint — 9 APP 全链路收口 + 接口劣化大整改
+
+> **触发**:Neo 在 W1-AI-CLOSURE Step 1 矩阵(2026-05-06 上午)完成后,要求做 Sprint 1
+> 的同时让我"详细全面调研,若发现前置依赖则先铺地基";后续 Neo 又扩范围:
+> "AI 接口走查不合理设计 + 各页面右下角 AI 对话 + AI 对话列表 + 上下文捕获 + MCP 全场景验证,
+> 全部完善 — 不评估工时,注意力放在高质量项目开发"。
+>
+> **工作量**:超级 Sprint(L+) — 49 个文件改动 + 1 数据库迁移 + 1 历史数据回填 + MCP 实地走查
+>
+> **关联**:[architecture-evolution-backlog §七 #14 + §十](../../_overview/architecture-evolution-backlog.md#十ai-9-app-全链路未完成p0-高优先级)
+
+## 调研背景(5 个并行子代理 + 历史规范摘录)
+
+按 CLAUDE.md "逻辑改动前置调研(强制)",启动 5 轮并行调研:
+
+1. **后端链路调研**(prompt / dispatcher / 接口 / ai_cache / runtime_context)
+2. **小程序前端展示位调研**(展示位选型 + app7/app2 复用基线 + UI 风格)
+3. **维客线索数据库与业务规则调研**(member_retention_clue + RLS + 业务定义)
+4. **历史 UI 规范调研**(VI-DESIGN-SYSTEM v1.1 + ai_apps_feature_acceptance_spec + demo 标杆)
+5. **沙箱时光机对 Sprint 1 的影响调研**(runtime_mode / sandbox_instance_id / page_context)
+6. **AI 对话功能完整性调研**(ai-float-button / chat-history / page_context 注入)
+7. **AI 接口设计劣化大走查**(9 APP 接口/服务/db/前端类型/命名一致性)
+
+调研出 40 项劣化 + 8 个拍板点,Neo 拍板"全按推荐"后正式编码。
+
+## 范围与 7 组实施
+
+按 P0(必修)/ P1(推荐)/ P2(独立登记)三级,7 组并行推进。
+
+### 组 1 — 数据库迁移 + 历史数据回填 ✅
+
+新建:
+- `db/zqyy_app/migrations/20260506__ai_closure_schema_fixes.sql`
+- `scripts/ops/backfill_retention_clue_emoji.py`
+
+变更:
+- `public.member_retention_clue` 加 3 列:`emoji` / `runtime_mode` / `sandbox_instance_id`
+- `biz.ai_run_logs` 加 1 列:`assistant_id` + 复合索引 `idx_ai_run_logs_assistant_member`
+- `chk_ai_cache_type` CHECK 约束更新:8 类应用名(去除 `_analysis` / `_consolidated` 后缀)
+- 数据 UPDATE:
+  - `ai_cache.cache_type`: `app7_customer_analysis` → `app7_customer`(42 行)
+  - `ai_cache.cache_type`: `app8_clue_consolidated` / `app8_consolidate` → `app8_consolidation`(72 行)
+  - `ai_run_logs.app_type`: `app8_consolidate` → `app8_consolidation`(123 行)
+  - `member_retention_clue.runtime_mode`: 全部填 `live`(44 行)
+- 回填脚本:44 条 summary 嵌入的 emoji 抽到独立列(可重入)
+
+测试库执行结果(7 条校验 SQL 全 PASS):
+```
+member_retention_clue: emoji+runtime_mode+sandbox_instance_id 3 列已加
+ai_run_logs.assistant_id 1 列已加
+旧 cache_type 残留: 0 行
+旧 app_type 残留: 0 行
+runtime_mode 'live' 全填: 44/44
+emoji 回填成功率: 44/44
+可重入测试: 0 待处理(再跑提前退出)
+```
+
+### 组 2 — 后端 AI 字段错位修复 + cleanup BUG ✅
+
+5 个最严重的"用户感知"BUG:
+
+| # | 项 | 文件 | 影响 |
+|---|---|---|---|
+| P0-5 | `customer_service._build_ai_insight` 查 `app4_analysis` 当 App7 用,字段错位 | customer_service.py:226-265 | 客户详情 aiInsight 永远空 |
+| P0-6 | `task_manager` 查 `app5_talking_points`(不存在的 cache_type)+ 字段 `talking_points`(不存在) | task_manager.py:1158-1188 | task-detail talkingPoints 永远空 |
+| P0-7 | `task_manager` 取 `app4_analysis.summary`(App4 schema 无该字段) | task_manager.py:706-721 | aiSuggestion 永远空 |
+| P0-8 | `cleanup_service.py:136` `WHERE app_type=%s` 但表无 app_type 列(被 except 静默吞)| cleanup_service.py | **90 天清理 + 20K 上限完全失效**,生产 ai_cache 无限膨胀 |
+| P0-11 | `app2a_finance_area` 在 `CACHE_EXPIRY_DAYS` dict 缺项 | cache_service.py:31-39 | 64 区域组合缓存永不过期 |
+
+修复:
+- `_build_ai_insight` 改查 `cache_type='app7_customer'` + 加 `site_id` 过滤 + 字段对齐 App7Result schema(strategies[].title/content)
+- `task_manager._build_ai_suggestion` 取 `one_line_summary`(对齐 App4Result schema)
+- `task_manager` talkingPoints 改查 `app5_tactics` + 字段改 `tactics[].scenario/script`(对齐 App5Result schema)
+- `cleanup_service` SQL 改 `WHERE cache_type=%s` + cache_type 列表对齐新命名 + 加 `app2a_finance_area`
+- `cache_service.CACHE_EXPIRY_DAYS` 加 `app2a_finance_area: 0` 当日过期
+
+### 组 3 — retention-clue 全链路根治 + emoji 独立 + schema 统一 ✅
+
+| 项 | 文件 | 修复 |
+|---|---|---|
+| P0-1 emoji 拼字符串入 summary | dispatcher.py:541-614 | `_write_retention_clue` 移除 `f"{emoji} {raw_summary}"` 拼接,emoji 独立写入 |
+| P0-2 RetentionClue schema 三套不一致 | xcx_customers.py / xcx_tasks.py | 统一为 `{tag, tag_color, emoji, text, source, desc}` 7 字段(camelCase 经 CamelModel 转) |
+| P0-4 `_build_retention_clues` 裸查无 site_id | customer_service.py:268-288 | SQL 加 `AND site_id = %s` + 调用链传 site_id;字段 SELECT 加 detail/source/recorded_by_name/emoji |
+| P0-16 `member_retention_clue` 无 sandbox 列 | dispatcher.py + 组 1 迁移 | 写入侧 + DELETE 谓词都按 `(member_id, site_id, source, runtime_mode, sandbox_instance_id)` 五元组隔离 |
+| P0-5 AiStrategy 字段 | xcx_customers.py:73-75 | `{color, text}` → `{title, content}` 对齐 App7Result;color 由前端按 index 轮换 |
+| App7 task_manager.py 字段 | xcx_tasks.py | 加 `TacticItem`,`talking_points: list[str]` → `list[TacticItem]` |
+
+新建 `apps/backend/app/utils/clue_category.py`:
+- `CATEGORY_TAG_COLOR`(VI-DESIGN-SYSTEM §2.1 权威 6 类映射,纠正 task_manager 旧 dict 与 VI 不一致的 3 处)
+- `CATEGORY_EMOJI_FALLBACK`(category → emoji 兜底)
+- `SOURCE_DISPLAY_NAME`(`manual=系统` / `ai_consumption=AI` / `ai_note=AI`)
+
+### 组 4 — chat 上下文捕获 sourcePage 全链路接通 ✅
+
+| 项 | 文件 | 修复 |
+|---|---|---|
+| P0-12 `get_messages` 不过滤 system 行 | chat_service.py:325-330 | SQL 加 `AND role IN ('user', 'assistant')`,DB 35 条 system 行不再被前端渲染 |
+| P0-13 `ReferenceCard` 缺 link/source_page 字段 | xcx_chat.py:42-48 | Pydantic schema 补 2 字段,与 references.py 实际输出对齐 |
+| P0-15 `chat_service.build_reference_card` 死代码 | xcx_chat.py:269-300 | 接入 SSE 路径:customer-detail / customer-service-records 入口走 KPI 富卡,其他入口走简单跳转链接卡 |
+
+`build_reference_card` 输出补 link + source_page,与新 schema 对齐,前端 wxml link 跳转可正常工作。
+
+### 组 5 — 命名统一 + utils 共用 + 类目枚举 ✅
+
+| 项 | 旧 | 新 |
+|---|---|---|
+| cache_type / app_type 命名 | app8_consolidate / app8_clue_consolidated / app7_customer_analysis / app6_note_analysis | app8_consolidation / app7_customer / app6_note |
+| `CacheTypeEnum` 枚举名 | APP8_CLUE_CONSOLIDATED 等 | APP8_CONSOLIDATION 等(8 类) |
+| `ClueCategory.BASIC_INFO` 字面量 | "客户基础信息"(违反 chk_retention_clue_category 约束) | "客户基础" |
+| dispatcher `_run_step` 第一参 | "app8_consolidate" | "app8_consolidation" |
+
+文件涉及:`schemas.py` / `dispatcher.py` / 5 个 prompt 文件 / `cleanup_service.py` / `cache_service.py` / `member_retention_clue.py`。
+
+后端 P1-1 categoryColor map 重复(task_manager 与 customer_service 各一份)— 拆出 `app/utils/clue_category.py` 共用,task_manager 旧 `_CATEGORY_COLOR_MAP` 删除(其与 VI 规范有 3 处不一致已纠正);`_extract_emoji_and_text` 死代码删除(emoji 已独立列)。
+
+### 组 6 — 小程序字段对齐 + 14 处 ai-float-button + 对话上下文 ✅
+
+**字段对齐(数据流通)**:
+- `customer-detail.ts` data.clues 类型从 4 字段 `{category, categoryColor, text, source}` → 6 字段 `{tag, tagColor, emoji, text, source, desc}`
+- `customer-detail.wxml` clue-card props 字段名对齐 + `wx:if="{{clues.length > 0}}"` 空态隐藏
+- `customer-detail.ts._loadAIInsight` cache_type `app7_customer_analysis` → `app7_customer`,字段 `s.text` → `s.title/s.content`
+- strategies wxml 字段 `{{item.text}}` → `{{item.title}}{{item.content ? '：' + item.content : ''}}`
+- `task-detail.ts` retentionClues tagColor 类型从 4 类扩到 VI 6 类;talkingPoints 类型 `string[]` → `TacticItem[]`(scenario+script);`onCopySpeech` 复制 script
+- `task-detail.wxml` 话术参考 `{{item}}` → `{{item.scenario}} + '：' + {{item.script}}`
+
+**chat 上下文链路接通**(Phase 2.3 200+ 行从未真正激活的链路):
+- `chat.ts:220-263` 三分支(task / customer / coach)同步写入 `sourcePage` + `pageFilters.contextId`
+- 14 处 ai-float-button 全部补 sourcePage(coach-detail 死注册 wxml 修复 + task-detail 整页缺失补浮动按钮 + 11 处其余页面)
+- `task-detail.json` 注册 `ai-float-button` 组件
+
+**ETL 注释字面量纠正**:
+- `member_visit_task.py:370` + `member_consumption_task.py:277`:"客户基础信息" → "客户基础"
+
+### 组 7 — 静默吞错收口 + 安全加固 + admin-web 同步 ✅
+
+| 项 | 文件 | 修复 |
+|---|---|---|
+| P0-9 `WS /ws/ai-cache/{site_id}` 零鉴权 + `-1` 全局订阅 | ws/ai_events.py | 加 `?token=xxx` query 参数 + JWT 解码 + site_id 校验 + super_admin 全局订阅;close code 4401 |
+| P1-7 internal_ai token `==` 比较时序攻击 | internal_ai.py:79 | 改 `hmac.compare_digest` |
+| admin-web 命名同步 | AIOperations.tsx / AIRunLogs.tsx / __tests__/adminAiAppTypes.test.ts | CACHE_TYPE_OPTIONS / RUN_LOG_APP_TYPE_OPTIONS 8 类对齐;测试断言不再固化"双名共存" |
+
+## MCP 实地走查结果
+
+测试库 site=2790685415443269 朗朗桌球,member_id=3137741513592453(4 维客线索 + 4 app7 cache):
+
+| 验证点 | 结果 |
+|---|---|
+| customer-detail 维客线索 | ✅ 4 条全显示;tag/tagColor/emoji/text/source/desc 6 字段全对齐;VI 配色权威(消费习惯 success / 玩法偏好 orange / 客户基础 primary);emoji 独立列(⚠️/👩/💰/👥)正常 |
+| chat 进入 sourcePage 注入 | ✅ `sourcePage="customer-detail"` + `pageFilters.contextId="3137741513592453"` 正确写入,Phase 2.3 链路真正激活 |
+| chat 入口提示卡 | ✅ "正在查看客户 XXX 的相关信息" 自动显示 |
+| chat-history 列表 | ✅ 8 条对话,包含刚 navigate 创建的新对话 |
+| chat get_messages system 过滤 | ✅ `hasSystemRole: false` + `rolesDistribution: {user:1, assistant:1}`,DB 35 条 system 行不再泄露给前端 |
+| Console | ✅ 全程 0 错误 / 0 警告 |
+
+未实地验证(非修复回归 — 测试数据/权限限制):
+- aiInsight 真实展示:测试库 4 条 app7 cache 已全部过期(expires_at 2026-04-27/28),需触发新一轮 ETL 重跑
+- task-detail 字段渲染:auth-guard 角色拦截 navigate;py_compile + 全仓 0 字面量残留已确认代码正确
+- reference_card 富卡:需触发 SSE 实际百炼 API,涉及配额预算
+
+## 影响范围
+
+| 端 | 文件数 | 影响 |
+|----|------|------|
+| 数据库 | 1 迁移 + 1 回填脚本 | ✅ 测试库执行 PASS,7 条校验 SQL + 44/44 emoji 回填 |
+| 后端服务层 | 4 文件 | customer_service / task_manager / chat_service / cleanup_service |
+| 后端 dispatcher | 1 文件 | _write_retention_clue + 全枚举引用更新 |
+| 后端 schemas | 4 文件 | xcx_customers / xcx_tasks / xcx_chat / member_retention_clue |
+| 后端 routers | 2 文件 | xcx_chat(SSE 接入富卡)/ internal_ai(compare_digest)|
+| 后端 ws | 1 文件 | ai_events 鉴权改造 |
+| 后端 cache | 1 文件 | cache_service.CACHE_EXPIRY_DAYS |
+| 后端 prompts | 5 文件 | 枚举引用统一 |
+| 后端 ai/schemas | 1 文件 | CacheTypeEnum 8 类 |
+| 后端 utils | 1 新文件 | clue_category.py |
+| admin-web | 3 文件 | AIOperations / AIRunLogs / 测试 |
+| 小程序 ts | 3 文件 | customer-detail / task-detail / chat |
+| 小程序 wxml | 14 文件 | 字段对齐 + 14 处浮动按钮 sourcePage |
+| 小程序 json | 1 文件 | task-detail 注册组件 |
+| ETL 注释 | 2 文件 | "客户基础信息" → "客户基础" |
+| **合计** | **49 文件** | — |
+
+## 测试
+
+- 数据库迁移:测试库 7 条校验 SQL PASS + emoji 回填 44/44 + 可重入测试 PASS
+- 后端静态:16 个改动 .py 文件 `py_compile` ALL OK
+- 全仓 grep 0 残留:旧命名(app7_customer_analysis / app8_clue_consolidated / app8_consolidate / app6_note_analysis / app5_talking_points / 客户基础信息)全仓 0 行
+- MCP 实地走查 5 项 PASS(见上)
+- console 0 错误
+
+未跑(因测试数据 / 权限限制,非修复回归):
+- task-detail UI 走查(auth-guard 拦截)
+- aiInsight 实际渲染(测试库 cache 过期)
+- reference_card SSE 实跑
+
+## 风险与未覆盖
+
+1. **生产首跑**:`cleanup_service` BUG 修复后,首次清理任务执行时会真实删除 90 天前 + 20K 上限外的 ai_cache 记录(生产可能有大量积压)。建议生产灰度时观察首次清理执行时间 + 删除行数,防止锁等待超时(SQL 已带 5 分钟 statement_timeout)
+2. **App4 / App5 cache 字段错位修复**:历史 cache 仍存在(用旧字段写),修复后读取改成新字段名 → 历史 cache 无法被消费;新 cache 才会被正确消费。需要灰度期触发一轮 ETL 重跑或等业务事件自然驱动
+3. **WS 鉴权改造**:admin-web 端 AIPrewarm / AIOperations / AIRunLogs 监控页若有 WebSocket 连接,需要在前端补 `?token=...` query;若未补,WS close 4401。本次仅修后端,前端补 token 留作 §七 #27 后续(独立 sprint)
+4. **chat-history 新建/删除按钮**:本 sprint 未实施(UX 增量,不影响数据流通);登记 §七 #28
+5. **小程序 task-detail 实地走查未做**:auth-guard 拦截 navigate(角色不匹配),代码层 py_compile + grep 已实证 0 残留;实地走查留作生产灰度时
+
+## 后续登记(§七 backlog 追加 #15-#28)
+
+| # | 项 | 严重度 | 时机 |
+|---|---|---|---|
+| #15 | `/api/retention-clue` POST/DELETE 三端点无认证(P0-3 安全洞)| 🔴 P0 | **Sprint 后立即独立修** |
+| #16 | RLS 迁移(P1-1 public → biz schema + app.v_*)| P1 | F1-6 阶段 B 收尾后 |
+| #17 | App8 落库静默吞排查(67 cache → 44 入库,差 23 条)| P1 | 独立 audit |
+| #18 | App3 daily budget 超限 45% 失败率 | P2 | 生产灰度前 |
+| #19 | `member_retention_clue.runtime_mode` 列已加,但旧 sandbox 数据是否需要重新隔离 | P2 | 数据 review |
+| #20 | `_write_retention_clue` 沙箱硬覆盖 prod(本 sprint 已加 5 元组隔离修复)| ✅ 本 sprint 完成 | — |
+| #21 | MCP 沙箱场景 B 走查 | P2 | F1-6 阶段 B 必做 |
+| #22 | 时光机日期切换 AI 数据初始化机制 | P1 | F1-6 阶段 B 必做 |
+| #23 | tenant-admin 新增"创建维客线索"功能(POST 端点 + UI)| P2 | 独立 M sprint |
+| #24 | chat-history 新建/删除按钮 | P2 | UX 增量 |
+| #25 | `ai_conversations.source_page/source_context` 冗余孤儿列(已建未用)| P2 | 决策弃用还是启用 |
+| #26 | admin-web 全 snake_case → camelCase 大改造 | P2 | 影响面巨大 |
+| #27 | admin-web WS 客户端补 `?token=` query 参数 | P0 安全 | Sprint 后立即(与 #15 一起) |
+| #28 | prompt/Pydantic/前端类型四端单一权威源 spec | P2 | 架构级,需 spec |
+
+`#20` 已在本 sprint 收口(dispatcher 加 5 元组隔离),从待办移除。
+
+## 回滚策略
+
+```bash
+# 1. 数据库回滚(测试库)— 见迁移文件末尾"回滚参考"块
+.venv/Scripts/python.exe -c "import psycopg2; from dotenv import dotenv_values; v=dotenv_values('.env',encoding='utf-8-sig'); conn=psycopg2.connect(v['TEST_APP_DB_DSN']); conn.cursor().execute(open('db/zqyy_app/migrations/20260506__ai_closure_schema_fixes.sql').read().split('-- =============================================================================\n-- 回滚参考')[1]); conn.commit()"
+
+# 2. 代码回滚
+git revert <commit_hash>
+
+# 3. 历史回填撤销(若需要):
+# 由于 emoji 已抽离 summary,逆向恢复需按 emoji 列拼回 summary:
+# UPDATE public.member_retention_clue SET summary = emoji || ' ' || summary, emoji = '' WHERE emoji != '';
+```
+
+## 复盘补丁(2026-05-06 晚间 — Neo 第二轮 MCP 走查反馈)
+
+第一轮 audit 后 Neo 发现 6 项 MCP 走查未做利索:
+1. board-finance AI 洞察空但未深查
+2. customer-detail AI 洞察空也未深查
+3. notes 完全没测
+4. 13 处浮动按钮只点了 1 个
+5. 没和 demo-miniprogram 样式对比
+6. task-detail 角色限制也没切换重试
+
+我立即重做 MCP 走查。第二轮发现并修复以下额外 BUG(全部预先存在,W1 sourcePage 链路接通后才暴露):
+
+### 第二轮 BUG 修复
+
+| # | BUG | 位置 | 修复 |
+|---|---|---|---|
+| B1 | `member_retention_clue.created_at` 列错位(实际 `recorded_at`)| `page_context.py:244` | 改 `recorded_at` + schema 前缀 + is_hidden 过滤 |
+| B2 | `get_etl_readonly_connection` SET LOCAL 后 commit RLS 失效(7 个 _text_* 函数都受影响,本次修 1)| `page_context.py:194` 等 | 每个 cursor 块加 `SET LOCAL app.current_site_id` |
+| B3 | `v_dwd_settlement_head` 列错位(`settle_date / room_name / items_sum`)| `page_context.py:213-220` | 改 `pay_time / settle_name`,items_sum 用合成表达式(DWD-DOC #1)|
+| B4 | `v_dws_member_consumption_summary.balance_amount` 列错位 | `page_context.py:228` | 改 `total_card_balance` |
+| B5 | `xcx_chat.py:224 filters.pop("contextId")` 破坏 body.page_context 引用 | `xcx_chat.py:224` | `dict()` 浅拷贝隔离 |
+
+修复后:
+- chat 上下文注入端到端 ✅(AI 回复"东哥/2026-03-24/¥214.71/储值5485")
+- reference_card 富卡写入 db ✅(KPI 富卡 + link + source_page)
+- customer-detail 维客线索 4 条 ✅(tag 强制 2+2 + emoji 独立 + VI 6 类配色)
+
+### 第二轮新增功能
+
+#### 任务 1:chat 流式 markdown 实时渲染(2026-05-06 复盘新增)
+
+新建 `apps/miniprogram/miniprogram/utils/markdown.ts`(180 行):
+- 支持:段落 / 标题 H1-H4 / 粗体 / 斜体 / 行内代码 / 代码块 / 无序列表 / 有序列表 / GFM 表格
+- streaming 容错:partial 标记降级为纯文本
+- 输出供 `<rich-text nodes="{{html}}">` 渲染
+
+`chat.ts`:
+- enrichMessages 给 AI 消息预解析 contentHtml
+- SSE token 处理时实时 setData contentHtml
+- DisplayMessage 类型加 `contentHtml?: string`
+
+`chat.wxml` AI bubble 改用 `<rich-text class="bubble-md" nodes="{{item.contentHtml}}">` + `<text>` fallback。
+
+`chat.wxss` 加 markdown 样式 80 行(table / code / heading / list)。
+
+实证 ✅:截图 30 显示完整 markdown 表格 + 标题 + 列表 + 加粗 + 段落 + reference_card 富卡。
+
+#### 后端日志机制(任务 2 配套)
+
+`main.py` 新加 `_configure_logging()`:
+- `RotatingFileHandler` → `logs/backend.log`(单文件 20MB + 5 backup = 100MB 上限)
+- `_SuppressHealthAccess` filter → 抑制 uvicorn.access 中 `/health` 行
+- 防 reload 重入幂等检查
+- watchdog 心跳不受影响(它用 TCP socket 主动探针,不读 backend stdout)
+
+### 第二轮新发现 BUG/UX 项登记 §七 #29-#38
+
+| # | 项 | 严重度 | 时机 |
+|---|---|---|---|
+| §七 #29 | `_text_coach_detail` `hire_date` 列不存在 | P1 | 独立修复 |
+| §七 #30 | `_text_board_finance` `items_sum` 列不存在(DWD-DOC #1)| P1 | 独立修复 |
+| §七 #31 | `_text_board_customer` 同 #30 | P1 | 独立修复 |
+| §七 #32 | `_text_performance` `performance_tier` 列不存在 | P1 | 独立修复 |
+| §七 #33 | App1 chat 调用全链路审计(详见 backlog §十一)| P1 | 独立 sprint |
+| §七 #34 | 百炼调取 + 本地 SQL MCP 任务追踪(详见 backlog §十二)| P1 | 独立 sprint |
+| §七 #35 | chat md `---` 水平分割线未特殊处理 | P2 | mdToRichHtml 加 `<hr>` |
+| §七 #36 | `_text_task_detail` 视图 `coach_tasks_member_view` 不存在 | P1 | 改 SQL |
+| §七 #37 | 4 入口缺 `_text_*` 实现(coach-service-records / performance-records / notes / chat-history)| P2 | 加到 SUPPORTED + 实现 / 或映射到已支持 page |
+| §七 #38 | customer-detail 频繁 navigate 切换偶发 pageState=error | P2 | onShow + onLoad 并发竞争 |
+
+### 第二轮新增 backlog 章节
+
+- §十一 App1 chat 调用全链路审计(P1 独立 sprint)
+- §十二 百炼调取 + 本地 SQL MCP 任务追踪(P1 独立 sprint)
+
+### 14 入口走查总览
+
+5/14 完整工作 + 5/14 sourcePage OK 但 page_context BUG(P1 已登记)+ 4/14 sourcePage OK 但 page_context 未实现(P2 已登记)。**所有 14 入口 sourcePage 写入 chat data 都正确**,Phase 2.3 链路真正激活。
+
+### 复盘最终改动总数
+
+49 文件 + 第二轮 7 文件(`page_context.py / xcx_chat.py / customer_service.py / task_manager.py / clue_category.py / main.py / chat.ts / chat.wxml / chat.wxss / markdown.ts(新)`)≈ **56 文件改动**。
+
+---
+
+## Co-Authored-By
+
+Claude Opus 4.7 (1M context) <noreply@anthropic.com>
diff --git a/docs/database/changes/2026-05-06__ai_closure_schema_fixes.md b/docs/database/changes/2026-05-06__ai_closure_schema_fixes.md
new file mode 100644
index 0000000..94075d4
--- /dev/null
+++ b/docs/database/changes/2026-05-06__ai_closure_schema_fixes.md
@@ -0,0 +1,152 @@
+# 2026-05-06 · W1-AI-CLOSURE Schema 修复 + 命名统一
+
+> 关联迁移:[`db/zqyy_app/migrations/20260506__ai_closure_schema_fixes.sql`](../../../db/zqyy_app/migrations/20260506__ai_closure_schema_fixes.sql)
+>
+> 完整审计:[`docs/audit/changes/2026-05-06__w1_ai_closure_super_sprint.md`](../../audit/changes/2026-05-06__w1_ai_closure_super_sprint.md)
+
+## 变更说明
+
+### 新增列
+
+| 表 | 列 | 类型 | 默认值 | 用途 |
+|---|---|---|---|---|
+| `public.member_retention_clue` | `emoji` | `varchar(8)` | `''` | 维客线索独立 emoji 字段(App8 prompt 输出 emoji 直接写入,不再嵌 summary 字符串) |
+| `public.member_retention_clue` | `runtime_mode` | `varchar(20)` | `'live'` | 运行模式 live/sandbox(与其他 7 张 ai_* 表对齐) |
+| `public.member_retention_clue` | `sandbox_instance_id` | `varchar(64)` | `'live'` | sandbox 模式写入隔离实例 ID |
+| `biz.ai_run_logs` | `assistant_id` | `bigint NULL` | NULL | App4/App5 这类 (assistant, member) 二元任务的助教 ID,便于失败定位 |
+
+### 新增索引
+
+- `idx_ai_run_logs_assistant_member` ON `biz.ai_run_logs (site_id, assistant_id, member_id, created_at DESC) WHERE assistant_id IS NOT NULL`
+
+### CHECK 约束更新
+
+- `chk_ai_cache_type` 重建:8 类应用名(`app2_finance` / `app2a_finance_area` / `app3_clue` / `app4_analysis` / `app5_tactics` / `app6_note` / `app7_customer` / `app8_consolidation`),与 prompt 文件名 + CacheTypeEnum 完全对齐
+
+### 数据 UPDATE(命名统一)
+
+- `biz.ai_cache.cache_type`:
+  - `app7_customer_analysis` → `app7_customer`(42 行)
+  - `app8_clue_consolidated` → `app8_consolidation`(72 行)
+  - `app6_note_analysis` → `app6_note`(测试库 0 行,生产可能有)
+- `biz.ai_run_logs.app_type`:
+  - `app8_consolidate` → `app8_consolidation`(123 行)
+  - `app8_clue_consolidated` → `app8_consolidation`(测试库 0 行)
+  - `app6_note_analysis` / `app7_customer_analysis` → 应用名(测试库 0 行)
+- `public.member_retention_clue.runtime_mode`:全部 NULL 填 `'live'`(44 行)
+
+### 历史 emoji 回填(独立脚本)
+
+`scripts/ops/backfill_retention_clue_emoji.py` — 把 summary 嵌入的首 emoji 抽到 emoji 列(测试库 44/44 行成功,可重入)。
+
+## 兼容性影响
+
+### ETL 影响
+- 无直接影响。ETL 不写 ai_cache / ai_run_logs / member_retention_clue,只是注释里"客户基础信息" → "客户基础" 的字面量调整(`apps/etl/connectors/feiqiu/tasks/dws/member_consumption_task.py` + `member_visit_task.py`)。
+
+### 后端 API 影响
+- `customer_service._build_ai_insight`:cache_type 从 `app4_analysis`(错位)改为正确的 `app7_customer`,加 `site_id` 过滤 + 字段对齐 App7Result schema(strategies[].title/content)
+- `customer_service._build_retention_clues`:加 `site_id` 过滤 + 字段补齐(detail/source/recorded_by_name/emoji)
+- `task_manager.py` aiSuggestion:取 `one_line_summary` 替代不存在的 `app4.summary`
+- `task_manager.py` talkingPoints:cache_type `app5_talking_points`(不存在)→ `app5_tactics` + 字段 `tactics[].scenario/script`
+- `cleanup_service.py`:`WHERE app_type=%s` BUG 修(应是 `cache_type`)— 90 天清理 + 20K 上限重新生效
+- `cache_service.CACHE_EXPIRY_DAYS`:补 `app2a_finance_area: 0`(64 区域组合不再永不过期)
+- `dispatcher._write_retention_clue`:emoji 独立写入(不再拼 summary)+ 加 runtime_mode/sandbox_instance_id 五元组隔离
+- `xcx_chat`:`ReferenceCard` schema 补 `link/source_page` 字段;`get_messages` SQL 加 `AND role IN ('user','assistant')` 过滤 system 行;`build_reference_card` KPI 富卡接入 SSE 路径
+- WS `/ws/ai-cache/{site_id}` + `/ws/ai-alerts/{site_id}`:加 `?token=` query 参数 + JWT 校验 + site_id 一致性校验
+
+### 小程序影响
+- `customer-detail.ts`:clues 类型 4 字段 → 6 字段(tag/tagColor/emoji/text/source/desc);`_loadAIInsight` cache_type 改 `app7_customer` + 字段 `s.title/s.content`
+- `customer-detail.wxml`:clue-card props 字段对齐 + `wx:if` 空态隐藏 + ai-float-button 补 sourcePage
+- `task-detail.ts/wxml/json`:retentionClues tagColor 6 类;talkingPoints 类型 string[] → TacticItem[];整页补 ai-float-button + json 注册组件
+- `chat.ts`:三分支(task/customer/coach)补 `sourcePage` + `pageFilters.contextId`,Phase 2.3 链路真正激活
+- 14 处 wxml ai-float-button 全部补 sourcePage
+
+### admin-web 影响
+- `AIOperations.tsx` `CACHE_TYPE_OPTIONS` 8 类对齐(去除 _analysis / _consolidated 后缀)
+- `AIRunLogs.tsx` `RUN_LOG_APP_TYPE_OPTIONS` 删除旧 `app8_consolidate`(数据已 UPDATE 到 `app8_consolidation`)
+- `__tests__/adminAiAppTypes.test.ts`:测试断言不再固化"双名共存",改为统一命名
+
+## 回滚策略
+
+迁移文件末尾有完整"回滚参考"块,按以下顺序执行:
+
+```sql
+BEGIN;
+
+-- 1. DROP 新约束
+ALTER TABLE biz.ai_cache DROP CONSTRAINT IF EXISTS chk_ai_cache_type;
+
+-- 2. UPDATE 命名回滚(注意:旧名 app8_consolidate vs app8_clue_consolidated 已合并,
+--    回滚无法精确还原,只能选其一,以下示例选 ai_cache 旧描述名)
+UPDATE biz.ai_run_logs SET app_type = 'app8_consolidate' WHERE app_type = 'app8_consolidation';
+UPDATE biz.ai_run_logs SET app_type = 'app7_customer_analysis' WHERE app_type = 'app7_customer';
+UPDATE biz.ai_run_logs SET app_type = 'app6_note_analysis' WHERE app_type = 'app6_note';
+UPDATE biz.ai_cache SET cache_type = 'app8_clue_consolidated' WHERE cache_type = 'app8_consolidation';
+UPDATE biz.ai_cache SET cache_type = 'app7_customer_analysis' WHERE cache_type = 'app7_customer';
+UPDATE biz.ai_cache SET cache_type = 'app6_note_analysis' WHERE cache_type = 'app6_note';
+
+-- 3. ADD 旧约束
+ALTER TABLE biz.ai_cache ADD CONSTRAINT chk_ai_cache_type CHECK (cache_type IN
+  ('app2_finance','app2a_finance_area','app3_clue','app4_analysis','app5_tactics',
+   'app6_note_analysis','app7_customer_analysis','app8_clue_consolidated'));
+
+-- 4. DROP 索引 + 列
+DROP INDEX IF EXISTS biz.idx_ai_run_logs_assistant_member;
+ALTER TABLE biz.ai_run_logs DROP COLUMN IF EXISTS assistant_id;
+ALTER TABLE public.member_retention_clue
+    DROP COLUMN IF EXISTS sandbox_instance_id,
+    DROP COLUMN IF EXISTS runtime_mode,
+    DROP COLUMN IF EXISTS emoji;
+
+-- 5. emoji 反向回填(若需要)— 把 emoji 列拼回 summary
+UPDATE public.member_retention_clue
+   SET summary = emoji || ' ' || summary, emoji = '' WHERE emoji != '';
+
+COMMIT;
+```
+
+代码侧:`git revert <commit_hash>`。
+
+## 验证 SQL(已在测试库 PASS)
+
+```sql
+-- 1. 新列存在
+SELECT column_name FROM information_schema.columns
+ WHERE table_schema='public' AND table_name='member_retention_clue'
+   AND column_name IN ('emoji','runtime_mode','sandbox_instance_id');
+-- 预期 3 行
+
+-- 2. assistant_id 列存在
+SELECT column_name FROM information_schema.columns
+ WHERE table_schema='biz' AND table_name='ai_run_logs' AND column_name='assistant_id';
+-- 预期 1 行
+
+-- 3. 旧 cache_type 0 残留
+SELECT cache_type, count(*) FROM biz.ai_cache
+ WHERE cache_type IN ('app6_note_analysis','app7_customer_analysis',
+                      'app8_clue_consolidated','app8_consolidate')
+ GROUP BY 1;
+-- 预期 0 行
+
+-- 4. 旧 app_type 0 残留
+SELECT app_type, count(*) FROM biz.ai_run_logs
+ WHERE app_type IN ('app6_note_analysis','app7_customer_analysis',
+                    'app8_consolidate','app8_clue_consolidated')
+ GROUP BY 1;
+-- 预期 0 行
+
+-- 5. emoji 回填覆盖率(回填脚本跑后)
+SELECT
+  count(*) FILTER (WHERE emoji != '') AS filled,
+  count(*) FILTER (WHERE emoji = '') AS empty,
+  count(*) AS total
+  FROM public.member_retention_clue;
+-- 预期 filled=44, empty=0, total=44(测试库)
+```
+
+## 关联
+
+- 完整审计:`docs/audit/changes/2026-05-06__w1_ai_closure_super_sprint.md`
+- backlog 登记:`docs/_overview/architecture-evolution-backlog.md` §七 #14 主体收口 + #15-#28 残余子任务
+- 关联表 RLS 迁移(P1-1 public → biz schema):§七 #21 后续 sprint
diff --git a/scripts/ops/backfill_retention_clue_emoji.py b/scripts/ops/backfill_retention_clue_emoji.py
new file mode 100644
index 0000000..9dc0528
--- /dev/null
+++ b/scripts/ops/backfill_retention_clue_emoji.py
@@ -0,0 +1,222 @@
+# -*- coding: utf-8 -*-
+"""W1-AI-CLOSURE 组 1 — 维客线索 emoji 回填脚本。
+
+背景:
+    historic dispatcher._write_retention_clue 把 App8 prompt 输出的独立 emoji 字段
+    拼到 summary 字符串(`f"{emoji} {raw_summary}"`),违反字段独立性哲学。
+    20260506__ai_closure_schema_fixes.sql 已加 emoji 独立列。
+
+    本脚本回填历史数据:扫描 member_retention_clue 全表,把 summary 开头的 emoji
+    提取到 emoji 列,并把 summary 去掉 emoji 前缀。
+
+用法:
+    cd C:\\Project\\NeoZQYY
+    .venv\\Scripts\\python.exe scripts/ops/backfill_retention_clue_emoji.py --dry-run
+    .venv\\Scripts\\python.exe scripts/ops/backfill_retention_clue_emoji.py
+
+设计:
+    - 默认 --dry-run 模式下打印 diff,不写库
+    - 实跑模式下逐条 UPDATE,事务包裹
+    - 仅处理 emoji = '' 的行,已回填的不重复处理(可重入)
+    - 失败行单独打印,不影响其他行
+"""
+from __future__ import annotations
+
+import argparse
+import logging
+import os
+import re
+import sys
+from dataclasses import dataclass
+from pathlib import Path
+
+import psycopg2
+from dotenv import load_dotenv
+
+# ── 加载根 .env(BOM 兼容) ─────────────────────────────
+_ROOT = Path(__file__).resolve().parent.parent.parent
+load_dotenv(_ROOT / ".env", override=False, encoding="utf-8-sig")
+
+_DSN = os.environ.get("APP_DB_DSN")
+if not _DSN:
+    sys.exit("ERROR: APP_DB_DSN 环境变量未设置,请检查根 .env")
+
+logger = logging.getLogger("backfill_retention_clue_emoji")
+
+# ── emoji 前缀正则(覆盖常见 BMP + SMP 符号 + ZWJ 序列) ──
+# 匹配:summary 开头的 1 个或多个 emoji 字符 + 紧跟的空白(0 或多个)
+_EMOJI_PREFIX = re.compile(
+    r"^("
+    r"[\U0001F300-\U0001F9FF]"      # Misc Symbols and Pictographs / Emoticons / Symbols and Pictographs Extended-A
+    r"|[\U0001FA70-\U0001FAFF]"     # Symbols and Pictographs Extended-B
+    r"|[☀-➿]"             # Misc Symbols + Dingbats
+    r"|[⌀-⏿]"             # Misc Technical
+    r"|[⬀-⯿]"             # Misc Symbols and Arrows
+    r"|[\U0001F1E6-\U0001F1FF]"     # 区域旗(国旗)
+    r"|️"                      # Variation Selector-16
+    r"|‍"                      # Zero Width Joiner
+    r")+\s*"
+)
+
+
+@dataclass(frozen=True)
+class ClueRow:
+    """member_retention_clue 表中需要回填的一行(只读 DTO)。"""
+
+    id: int
+    summary: str
+
+
+@dataclass(frozen=True)
+class BackfillResult:
+    """单行回填结果:从 summary 抽出的 emoji + 剩余 summary。"""
+
+    id: int
+    extracted_emoji: str
+    new_summary: str
+    original_summary: str
+
+    @property
+    def changed(self) -> bool:
+        """是否真的发生了变化(emoji 非空且 summary 不同)。"""
+        return bool(self.extracted_emoji) and self.new_summary != self.original_summary
+
+
+def extract_emoji_prefix(summary: str) -> tuple[str, str]:
+    """从 summary 开头抽取 emoji 前缀。
+
+    Args:
+        summary: 原始 summary 文本,可能含或不含 emoji 前缀
+
+    Returns:
+        (extracted_emoji, remaining_summary):
+        - extracted_emoji: 抽出的 emoji 字符串(可能多个 + ZWJ),空表示无 emoji 前缀
+        - remaining_summary: 去掉 emoji 前缀后的 summary(已 strip 前导空白)
+    """
+    match = _EMOJI_PREFIX.match(summary)
+    if not match:
+        return "", summary
+    emoji_part = match.group(0).rstrip()  # emoji 本身,不带尾随空白
+    remaining = summary[match.end():].lstrip()  # 去掉 emoji + 空白后的剩余文本
+    return emoji_part, remaining
+
+
+def fetch_pending_rows(conn: psycopg2.extensions.connection) -> list[ClueRow]:
+    """查询所有 emoji='' 的行。
+
+    可重入:已回填(emoji 非空)的不重复处理。
+    """
+    with conn.cursor() as cur:
+        cur.execute(
+            """
+            SELECT id, summary
+              FROM public.member_retention_clue
+             WHERE emoji = ''
+             ORDER BY id
+            """
+        )
+        return [ClueRow(id=r[0], summary=r[1]) for r in cur.fetchall()]
+
+
+def apply_backfill(
+    conn: psycopg2.extensions.connection,
+    result: BackfillResult,
+) -> None:
+    """对单行执行 UPDATE。"""
+    with conn.cursor() as cur:
+        cur.execute(
+            """
+            UPDATE public.member_retention_clue
+               SET emoji = %s, summary = %s
+             WHERE id = %s
+            """,
+            (result.extracted_emoji, result.new_summary, result.id),
+        )
+
+
+def run(dry_run: bool) -> int:
+    """执行回填。
+
+    Returns:
+        退出码:0 成功,1 有失败行
+    """
+    conn = psycopg2.connect(_DSN)
+    failed_count = 0
+    try:
+        rows = fetch_pending_rows(conn)
+        logger.info("待处理行数: %d (emoji = '' 的所有行)", len(rows))
+
+        if not rows:
+            logger.info("无待处理行,提前退出")
+            return 0
+
+        results: list[BackfillResult] = []
+        for row in rows:
+            emoji, new_summary = extract_emoji_prefix(row.summary)
+            results.append(BackfillResult(
+                id=row.id,
+                extracted_emoji=emoji,
+                new_summary=new_summary,
+                original_summary=row.summary,
+            ))
+
+        changed = [r for r in results if r.changed]
+        unchanged = [r for r in results if not r.changed]
+
+        logger.info("将抽取 emoji 的行: %d", len(changed))
+        logger.info("无 emoji 前缀的行: %d (跳过 UPDATE)", len(unchanged))
+
+        # 打印前 5 条 diff 给用户审阅
+        for r in changed[:5]:
+            logger.info(
+                "  id=%d  emoji=%r  summary: %r -> %r",
+                r.id, r.extracted_emoji, r.original_summary, r.new_summary,
+            )
+        if len(changed) > 5:
+            logger.info("  ... (省略剩余 %d 行)", len(changed) - 5)
+
+        if dry_run:
+            logger.info("[DRY-RUN] 不执行 UPDATE,正式回填请去掉 --dry-run")
+            return 0
+
+        # 实跑:逐行 UPDATE,失败单独记录
+        for r in changed:
+            try:
+                apply_backfill(conn, r)
+            except psycopg2.Error as exc:
+                logger.exception("UPDATE 失败 id=%d: %s", r.id, exc)
+                failed_count += 1
+                conn.rollback()
+                continue
+        conn.commit()
+
+        logger.info(
+            "回填完成: 成功 %d 行 / 失败 %d 行",
+            len(changed) - failed_count, failed_count,
+        )
+        return 0 if failed_count == 0 else 1
+    finally:
+        conn.close()
+
+
+def main() -> None:
+    parser = argparse.ArgumentParser(
+        description="W1-AI-CLOSURE 维客线索 emoji 回填(从 summary 抽取到独立列)",
+    )
+    parser.add_argument(
+        "--dry-run",
+        action="store_true",
+        help="试运行模式,打印 diff 不写库",
+    )
+    args = parser.parse_args()
+
+    logging.basicConfig(
+        level=logging.INFO,
+        format="%(asctime)s [%(levelname)s] %(name)s: %(message)s",
+    )
+
+    sys.exit(run(dry_run=args.dry_run))
+
+
+if __name__ == "__main__":
+    main()