diff --git a/apps/backend/app/services/coach_service.py b/apps/backend/app/services/coach_service.py
index bb5d712..4da4500 100644
--- a/apps/backend/app/services/coach_service.py
+++ b/apps/backend/app/services/coach_service.py
@@ -589,9 +589,11 @@ def _build_task_groups(
     if task_ids:
         try:
             with conn.cursor() as cur:
+                # 2026-05-05: biz.notes 无 is_pinned 列(SQL 报 UndefinedColumn 触发事务终止 + 级联失败),
+                # 删除该列,pinned 降级 False(置顶功能未落库,不影响核心备注展示)
                 cur.execute(
                     """
-                    SELECT task_id, is_pinned, content, created_at
+                    SELECT task_id, content, created_at
                     FROM biz.notes
                     WHERE task_id = ANY(%s)
                     ORDER BY created_at DESC
@@ -603,9 +605,9 @@ def _build_task_groups(
                     if tid not in task_notes_map:
                         task_notes_map[tid] = []
                     task_notes_map[tid].append({
-                        "pinned": bool(nr[1]),
-                        "text": nr[2] or "",
-                        "date": nr[3].isoformat() if nr[3] else "",
+                        "pinned": False,
+                        "text": nr[1] or "",
+                        "date": nr[2].isoformat() if nr[2] else "",
                     })
         except Exception:
             logger.warning("批量查询任务备注失败", exc_info=True)
diff --git a/apps/backend/app/services/customer_service.py b/apps/backend/app/services/customer_service.py
index 4d3da71..d3e2238 100644
--- a/apps/backend/app/services/customer_service.py
+++ b/apps/backend/app/services/customer_service.py
@@ -1085,15 +1085,16 @@ def _get_consumption_month_summary(
                 consume_total = float(row[1]) if row[1] else 0.0
 
             # 充值总额（从 settlement_head 的 recharge_card_amount）
+            # 2026-05-05: 修字段名,view v_dwd_settlement_head 列名为 member_id / create_time
+            # (不是 tenant_member_id / settle_time);已撤销订单 view 已过滤,无需 is_delete 条件
             cur.execute(
                 """
                 SELECT COALESCE(SUM(sh.recharge_card_amount), 0)
                 FROM app.v_dwd_settlement_head sh
-                WHERE sh.tenant_member_id = %s
-                  AND sh.is_delete = 0
+                WHERE sh.member_id = %s
                   AND sh.recharge_card_amount > 0
-                  AND sh.settle_time >= %s::timestamptz
-                  AND sh.settle_time < %s::timestamptz
+                  AND sh.create_time >= %s::timestamptz
+                  AND sh.create_time < %s::timestamptz
                 """,
                 (customer_id, start_date, end_date),
             )