feat: 累积功能变更 — 聊天集成、租户管理、小程序更新、ETL 增强、迁移脚本
包含多个会话的累积代码变更: - backend: AI 聊天服务、触发器调度、认证增强、WebSocket、调度器最小间隔 - admin-web: ETL 状态页、任务管理、调度配置、登录优化 - miniprogram: 看板页面、聊天集成、UI 组件、导航更新 - etl: DWS 新任务(finance_area_daily/board_cache)、连接器增强 - tenant-admin: 项目初始化 - db: 19 个迁移脚本(etl_feiqiu 11 + zqyy_app 8) - packages/shared: 枚举和工具函数更新 - tools: 数据库工具、报表生成、健康检查 - docs: PRD/架构/部署/合约文档更新 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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docs/prd/specs/board-finance-coach-area.md
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docs/prd/specs/board-finance-coach-area.md
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# 财务看板助教分析按区域细化 — 执行文档
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> 日期:2026-03-29 | 状态:待实施
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## 背景
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财务看板已完成区域维度重构(`board-finance-dws-area-refactor`),overview/revenue 支持 9 区域过滤。助教分析板块(coachAnalysis)当前 area≠all 时隐藏,需要支持按区域过滤。
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## 需求确认
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- 展示方式:A — area≠all 时自动按区域过滤,前端零改动(取消隐藏即可)
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- 数据源:新建轻量 DWS 表,不改造现有 salary_calc 链路
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- 跨区域:按区域拆分(同一助教在不同区域独立统计 hours)
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- 前端:取消隐藏,显示按区域过滤后的数据
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## 数据链路
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现有链路(不改动):
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```
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dwd_assistant_service_log → dws_assistant_daily_detail → dws_assistant_monthly_summary → dws_assistant_salary_calc
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```
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唯一键 `(site_id, assistant_id, stat_date/month)` 无区域维度,改造代价过大。
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新增链路:
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```
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dwd_assistant_service_log + dim_table(area_name)
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→ [CoachAreaHoursTask] → dws_coach_area_hours (新表)
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↓
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后端 fdw_queries (area≠all 时 JOIN salary_calc 获取定价)
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```
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## 实施步骤
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### 1. DDL — 创建 dws_coach_area_hours
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```sql
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CREATE TABLE dws.dws_coach_area_hours (
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id BIGSERIAL PRIMARY KEY,
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site_id BIGINT NOT NULL,
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tenant_id BIGINT NOT NULL,
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stat_month DATE NOT NULL,
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assistant_id BIGINT NOT NULL,
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area_code VARCHAR(20) NOT NULL,
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base_hours NUMERIC(10,2) NOT NULL DEFAULT 0,
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bonus_hours NUMERIC(10,2) NOT NULL DEFAULT 0,
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room_hours NUMERIC(10,2) NOT NULL DEFAULT 0,
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effective_hours NUMERIC(10,2) NOT NULL DEFAULT 0,
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trashed_hours NUMERIC(10,2) NOT NULL DEFAULT 0,
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base_service_count INTEGER NOT NULL DEFAULT 0,
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bonus_service_count INTEGER NOT NULL DEFAULT 0,
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room_service_count INTEGER NOT NULL DEFAULT 0,
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created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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UNIQUE (site_id, stat_month, assistant_id, area_code)
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);
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CREATE OR REPLACE VIEW dws.v_dws_coach_area_hours AS
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SELECT * FROM dws.dws_coach_area_hours
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WHERE site_id = current_setting('app.current_site_id')::bigint;
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GRANT SELECT ON dws.v_dws_coach_area_hours TO app_reader;
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```
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### 2. ETL 任务 — CoachAreaHoursTask
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文件:`apps/etl/connectors/feiqiu/tasks/dws/coach_area_hours_task.py`
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- extract:从 `dwd_assistant_service_log` + `dwd_assistant_service_log_ex`(is_trash) + `dim_table`(scd2_is_current=1) 提取当月服务记录
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- transform(纯函数):`resolve_area_code(area_name)` 映射区域,按 `(assistant_id, area_code)` 聚合 hours,构建 hall/all 汇总行
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- load:delete-before-insert(按 site_id + stat_month)
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- 注册到调度器
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### 3. 后端改造
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- `fdw_queries.py`:新增 `get_finance_coach_analysis_area(conn, site_id, start_date, end_date, area_code)`
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- 从 `v_dws_coach_area_hours` JOIN `v_dws_assistant_salary_calc` 按区域聚合
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- SQL 层计算 pay = hours × course_price, share = hours × (price - deduction)
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- `board_service.py`:`_build_coach_analysis` 接收 area_code
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- area=all → 现有逻辑不变
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- area≠all → 调用新查询
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- 取消 `coach_analysis = None` 隐藏逻辑
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### 4. 回填 + 联调
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- 回填脚本:`scripts/ops/backfill_coach_area_hours.py`
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- 联调验证:area=all 回归 + area≠all 数据正确
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### 5. 收尾
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- DDL 合并到基线
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- BD 手册
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- 审计
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## 风险
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1. 助教跨区域:按区域独立统计,area≠all 只显示该区域 hours
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2. NULL table_id:计入 hall + all,不计入具体区域
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3. area=all 回归:必须与现有完全一致
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4. salary_calc 同一助教同月可能多等级(月中升级):JOIN 时需注意
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