feat: 2026-04-15~05-02 累积变更基线 — AI 重构 + Runtime Context + DWS 修复

涵盖（每条对应已存的审计记录）：
- AI 模块拆分：apps/backend/app/ai/apps -> prompts/（8 个 APP + app2a 派生）
  audit: 2026-04-20__ai-module-complete.md
- admin-web AI 管理套件：AIDashboard / AIOperations / AIRunLogs / AITriggers / TriggerManager
  audit: 2026-04-21__admin-web-ai-management-suite.md
- App2 财务洞察 prompt v3 -> v5.1 + 小程序 AI 接入（chat / board-finance）
  audit: 2026-04-22__app2_prompt_v5_1_and_miniprogram_ai_insight.md
- App2 prewarm 全过滤器 + AI 触发器 cron reschedule
  audit: 2026-04-21__app2-finance-prewarm-all-filters.md
  migration: 20260420_ai_trigger_jobs_and_app2_prewarm.sql / 20260421_app2_prewarm_cron_reschedule.sql
- AppType 联合类型对齐 + adminAiAppTypes.test.ts
  audit: 2026-04-30__admin_web_ai_app_type_alignment.md
- DashScope tokens_used 提取修复
  audit: 2026-04-30__backend_dashscope_tokens_used_extraction.md
- App3 线索完整详情 prompt
  audit: 2026-05-01__backend_app3_full_detail_prompt.md
- Runtime Context 沙箱（5-1~5-2 主线）：
  - 后端 schema/service + admin_runtime_context / xcx_runtime_clock 两个 router
  - admin-web RuntimeContext.tsx + miniprogram runtime-clock.ts
  - migration: 20260501__runtime_context_sandbox.sql
  - tools/db/verify_admin_web_sandbox.py + verify_sandbox_end_to_end.py
  - database/changes: 7 份 sandbox_* 验证报告
- 飞球 DWS 修复：finance_area_daily 区域汇总 + task_engine 调整
  + RLS 视图业务日上界（migration 20260502 + scripts/ops/gen_rls_business_date_migration.py）

合规：
- .gitignore 启用 tmp/ 排除
- 不入仓：apps/etl/connectors/feiqiu/.env（API_TOKEN secret，本地修改保留）

待验证清单：
- docs/audit/changes/2026-05-04__cumulative_baseline_pending_verification.md
  每个主题的功能完整性 / 上线验证几乎都未收口，按优先级 P0~P3 逐一处理

apps/backend/app/ai/references.py

@@ -0,0 +1,137 @@
+"""AI references 工具模块。
+
+为 AI 输出（ai_cache.result_json / ai_messages.reference_card）
+注入数据来源引用元数据，便于前端渲染可点击引用卡片。
+
+- App2~8：通过 dispatcher._write_cache 统一注入到 result['_references']
+- App1：通过 xcx_chat 在 assistant 消息写入时调用 build_app1_reference 生成单卡片
+"""
+
+from __future__ import annotations
+
+from typing import Any
+
+
+def build_app_references(app_type: str, context: dict) -> list[dict]:
+    """为 App2~8 构建 references 列表，供前端消息卡片渲染。
+
+    引用结构：
+        {
+          "type": "member" | "task" | "assistant" | "finance",
+          "id": int | str,
+          "label": "卡片上的文字",
+          "link": "/pages/xxx/xxx?param=val"（小程序页面路径）,
+          "source_page": 小程序页面 contextType
+        }
+
+    Args:
+        app_type: 应用名称
+        context: 传给 build_prompt 的上下文（含 site_id / member_id 等）
+
+    Returns:
+        refs 数组。无有效上下文时返回空数组。
+    """
+    refs: list[dict] = []
+    site_id = context.get("site_id")
+    member_id = context.get("member_id")
+    assistant_id = context.get("assistant_id")
+    time_dimension = context.get("time_dimension")
+
+    if member_id is not None:
+        refs.append({
+            "type": "member",
+            "id": member_id,
+            "label": f"客户 #{member_id}",
+            "link": f"/pages/customer-detail/customer-detail?customerId={member_id}",
+            "source_page": "customer-detail",
+        })
+
+    if assistant_id is not None:
+        refs.append({
+            "type": "assistant",
+            "id": assistant_id,
+            "label": f"助教 #{assistant_id}",
+            "link": f"/pages/coach-detail/coach-detail?coachId={assistant_id}",
+            "source_page": "coach-detail",
+        })
+
+    if app_type == "app2_finance" and time_dimension:
+        refs.append({
+            "type": "finance",
+            "id": time_dimension,
+            "label": f"财务看板：{_label_for_dimension(time_dimension)}",
+            "link": f"/pages/board-finance/board-finance?timeDimension={time_dimension}",
+            "source_page": "board-finance",
+        })
+
+    # 保留 site_id 作为兜底上下文（不单独成卡，但用于前端场景判断）
+    if site_id is not None and refs:
+        for r in refs:
+            r.setdefault("site_id", site_id)
+
+    return refs
+
+
+def attach_references(app_type: str, result: dict | None, context: dict) -> dict | None:
+    """向 AI 输出 result 追加 _references 字段（非破坏性）。
+
+    - result 为 None 时原样返回（调用失败不注入）
+    - result 为 dict 时追加 _references 字段；如果 result 已含 _references，保留原值
+    """
+    if result is None or not isinstance(result, dict):
+        return result
+    if "_references" in result:
+        return result
+    refs = build_app_references(app_type, context)
+    if refs:
+        result["_references"] = refs
+    return result
+
+
+def build_app1_reference_card(source_page: str | None, context_id: int | str | None) -> dict | None:
+    """为 App1（chat）assistant 消息构建单个 reference_card。
+
+    兼容前端 chat.wxml 已有的 {type, title, summary, data, dataList} 渲染结构，
+    额外携带 link 字段供前端点击跳转详情页。
+
+    当用户在特定页面（customer-detail / coach-detail / task-detail）发起对话时，
+    自动附加对应跳转卡片。普通浮窗对话（source_page='general'）返回 None。
+
+    与 chat_service.build_reference_card 不同：本函数不查 DB，仅按 source_page 构造链接。
+    """
+    if not source_page or not context_id:
+        return None
+
+    mapping: dict[str, tuple[str, str, str]] = {
+        "customer-detail": ("customer", "客户", "customerId"),
+        "coach-detail": ("assistant", "助教", "coachId"),
+        "task-detail": ("task", "任务", "taskId"),
+    }
+    entry = mapping.get(source_page)
+    if entry is None:
+        return None
+    ref_type, label_prefix, param = entry
+
+    return {
+        "type": ref_type,
+        "title": f"{label_prefix} #{context_id}",
+        "summary": f"点击查看{label_prefix}详情",
+        "data": {},
+        "link": f"/pages/{source_page}/{source_page}?{param}={context_id}",
+        "source_page": source_page,
+    }
+
+
+def _label_for_dimension(dimension: str) -> str:
+    """8 个财务维度 → 中文标签。"""
+    mapping = {
+        "this_month": "本月",
+        "last_month": "上月",
+        "this_week": "本周",
+        "last_week": "上周",
+        "this_quarter": "本季度",
+        "last_quarter": "上季度",
+        "last_3_months": "近三个月",
+        "last_6_months": "近六个月",
+    }
+    return mapping.get(dimension, dimension)