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/services/ai/admin_service.py

@@ -35,9 +35,21 @@ class AdminAIService:
 
     # ── Dashboard ─────────────────────────────────────────
 
-    async def get_dashboard(self, site_id: int | None = None) -> dict:
-        """聚合所有 Dashboard 数据。"""
-        today_stats = await self._get_today_stats(site_id)
+    async def get_dashboard(
+        self,
+        site_id: int | None = None,
+        range_days: int | None = None,
+        date_from: str | None = None,
+        date_to: str | None = None,
+    ) -> dict:
+        """聚合所有 Dashboard 数据。
+
+        时间范围优先级：
+        1. 若 date_from / date_to 同时给出（指定日期）→ 闭区间 [from, to]
+        2. 若 range_days=N → [CURRENT_DATE - (N-1) days, 现在]
+        3. 默认 range_days=1（今日）
+        """
+        today_stats = await self._get_range_stats(site_id, range_days, date_from, date_to)
         trend_7d = await self._get_7d_trend(site_id)
         app_dist = await self._get_app_distribution(site_id)
         app_health = await self._get_app_health(site_id)
@@ -52,9 +64,32 @@ class AdminAIService:
             "app_health": app_health,
         }
 
-    async def _get_today_stats(self, site_id: int | None) -> dict:
-        """今日调用次数、成功率、Token 消耗、平均延迟。"""
-        site_clause, params = _site_filter(site_id)
+    async def _get_range_stats(
+        self,
+        site_id: int | None,
+        range_days: int | None,
+        date_from: str | None,
+        date_to: str | None,
+    ) -> dict:
+        """指定时间段内的调用次数、成功率、Token 消耗、平均延迟。
+
+        字段名沿用 today_* 前缀以兼容前端 DashboardResponse schema。
+        """
+        site_clause, site_params = _site_filter(site_id)
+
+        if date_from and date_to:
+            time_clause = "created_at >= %s::date AND created_at < (%s::date + INTERVAL '1 day')"
+            time_params: tuple = (date_from, date_to)
+        else:
+            days = range_days if range_days and range_days > 0 else 1
+            time_clause = (
+                "created_at >= CURRENT_DATE - (%s::int - 1) * INTERVAL '1 day' "
+                "AND created_at < CURRENT_DATE + INTERVAL '1 day'"
+            )
+            time_params = (days,)
+
+        params = time_params + site_params
+
         conn = get_connection()
         try:
             with conn.cursor() as cur:
@@ -67,8 +102,7 @@ class AdminAIService:
                         COALESCE(AVG(latency_ms) FILTER (WHERE latency_ms IS NOT NULL), 0)
                                                                           AS avg_latency
                     FROM biz.ai_run_logs
-                    WHERE created_at >= CURRENT_DATE
-                      AND created_at <  CURRENT_DATE + INTERVAL '1 day'
+                    WHERE {time_clause}
                       {site_clause}
                     """,
                     params,
@@ -466,6 +500,22 @@ class AdminAIService:
         finally:
             conn.close()
 
+        # Phase 1.4：广播 cache_invalidated 事件，admin-web / 小程序可实时刷新
+        if affected > 0:
+            try:
+                from app.ai.event_bus import AIEvent, get_event_bus
+                get_event_bus().publish(AIEvent(
+                    type="cache_invalidated",
+                    site_id=site_id,
+                    payload={
+                        "cache_type": app_type,
+                        "member_id": member_id,
+                        "affected": affected,
+                    },
+                ))
+            except Exception:
+                logger.debug("cache_invalidated 事件广播失败", exc_info=True)
+
         return affected
 
     # ── Token 预算 ────────────────────────────────────────
@@ -699,6 +749,140 @@ class AdminAIService:
 
         return "ignored"
 
+    # ── 触发器管理（biz.trigger_jobs）───────────────────────
+
+    async def list_triggers(self) -> list[dict]:
+        """列出所有 AI 相关触发器（job_type 以 ai_ 开头 + task_generator）。
+
+        返回字段：id / job_name / job_type / trigger_condition / trigger_config /
+                 status / description / last_run_at / next_run_at / last_error
+        """
+        conn = get_connection()
+        try:
+            with conn.cursor() as cur:
+                cur.execute(
+                    """
+                    SELECT id, job_name, job_type, trigger_condition,
+                           trigger_config, status, description,
+                           last_run_at, next_run_at, last_error
+                    FROM biz.trigger_jobs
+                    WHERE job_type LIKE 'ai_%' OR job_name = 'task_generator'
+                    ORDER BY trigger_condition DESC, job_name
+                    """
+                )
+                cols = [d[0] for d in cur.description]
+                rows = cur.fetchall()
+            conn.commit()
+        finally:
+            conn.close()
+        return [_row_to_dict(cols, r) for r in rows]
+
+    async def update_trigger(
+        self, trigger_id: int,
+        status_new: str | None = None,
+        cron_expression: str | None = None,
+        description: str | None = None,
+    ) -> dict:
+        """更新触发器：启用/禁用、修改 cron、改描述。
+
+        仅允许修改 ai_ 前缀或 task_generator 的触发器。
+        """
+        if status_new is not None and status_new not in ("enabled", "disabled"):
+            raise ValueError(f"非法 status: {status_new}")
+
+        sets: list[str] = []
+        params: list = []
+        if status_new is not None:
+            sets.append("status = %s")
+            params.append(status_new)
+        if cron_expression is not None:
+            sets.append("trigger_config = jsonb_set(trigger_config, '{cron_expression}', to_jsonb(%s::text))")
+            params.append(cron_expression)
+        if description is not None:
+            sets.append("description = %s")
+            params.append(description)
+
+        if not sets:
+            raise ValueError("至少修改一个字段")
+
+        params.append(trigger_id)
+        conn = get_connection()
+        try:
+            with conn.cursor() as cur:
+                cur.execute(
+                    f"""
+                    UPDATE biz.trigger_jobs
+                    SET {", ".join(sets)}
+                    WHERE id = %s
+                      AND (job_type LIKE 'ai_%%' OR job_name = 'task_generator')
+                    RETURNING id, job_name, job_type, trigger_condition,
+                              trigger_config, status, description,
+                              last_run_at, next_run_at, last_error
+                    """,
+                    params,
+                )
+                row = cur.fetchone()
+                if row is None:
+                    conn.rollback()
+                    raise ValueError("触发器不存在或不可修改")
+                cols = [d[0] for d in cur.description]
+            conn.commit()
+        except Exception:
+            conn.rollback()
+            raise
+        finally:
+            conn.close()
+        return _row_to_dict(cols, row)
+
+    # ── 预热进度（app2_finance 72 组合）──────────────────────
+
+    async def get_prewarm_progress(self, site_id: int) -> dict:
+        """查询 app2_finance 72 组合缓存进度。
+
+        返回：total=72, done=N, missing=[{time_dimension, area}], last_updated
+        """
+        time_dims = (
+            "this_month", "last_month", "this_week", "last_week",
+            "this_quarter", "last_quarter", "last_3_months", "last_6_months",
+        )
+        areas = (
+            "all", "hall", "hallA", "hallB", "hallC",
+            "vip", "snooker", "mahjong", "ktv",
+        )
+        expected = {f"{t}__{a}" for t in time_dims for a in areas}
+
+        conn = get_connection()
+        try:
+            with conn.cursor() as cur:
+                cur.execute(
+                    """
+                    SELECT target_id, max(created_at) AS last_updated
+                    FROM biz.ai_cache
+                    WHERE cache_type = 'app2_finance'
+                      AND site_id = %s
+                      AND target_id LIKE %s ESCAPE '\\'
+                    GROUP BY target_id
+                    """,
+                    (site_id, r'%\_\_%'),
+                )
+                rows = cur.fetchall()
+            conn.commit()
+        finally:
+            conn.close()
+
+        done_map = {r[0]: r[1] for r in rows}
+        missing = sorted(expected - set(done_map.keys()))
+        last = max(done_map.values()) if done_map else None
+        return {
+            "total": len(expected),
+            "done": len(expected & set(done_map.keys())),
+            "missing": [
+                {"target_id": m, "time_dimension": m.split("__")[0], "area": m.split("__")[1]}
+                for m in missing
+            ],
+            "last_updated": last.isoformat() if last else None,
+        }
+
 
 # ── 工具函数 ──────────────────────────────────────────────
 

apps/backend/app/services/board_service.py

@@ -195,6 +195,7 @@ from typing import Any
 from fastapi import HTTPException
 
 from app.services import fdw_queries
+from app.services.runtime_context import get_runtime_context, task_runtime_filter
 
 logger = logging.getLogger(__name__)
 
@@ -260,7 +261,8 @@ async def get_coach_board(
             detail="最近6个月不支持客源储值排序",
         )
 
-    start_date, end_date = _calc_date_range(time)
+    runtime_ctx = get_runtime_context(site_id)
+    start_date, end_date = _calc_date_range(time, ref_date=runtime_ctx.business_date)
     start_str = str(start_date)
     end_str = str(end_date)
 
@@ -415,20 +417,22 @@ def _query_coach_tasks(
 
     result: dict[int, dict] = {}
     try:
+        runtime_clause, runtime_params = task_runtime_filter(site_id, conn=conn)
         with conn.cursor() as cur:
             # 狭义召回+回访完成数：均从 coach_tasks 统计，status='completed' 表示助教亲自完成
             cur.execute(
-                """
+                f"""
                 SELECT assistant_id, task_type, COUNT(*) AS cnt
                 FROM biz.coach_tasks
                 WHERE assistant_id = ANY(%s)
                   AND site_id = %s
+                  {runtime_clause}
                   AND completed_at >= %s::date
                   AND completed_at < (%s::date + INTERVAL '1 day')::timestamptz
                   AND status = 'completed'
                 GROUP BY assistant_id, task_type
                 """,
-                (assistant_ids, site_id, start_date, end_date),
+                [assistant_ids, site_id, *runtime_params, start_date, end_date],
             )
             for row in cur.fetchall():
                 aid, task_type, cnt = row[0], row[1], row[2] or 0
@@ -470,13 +474,27 @@ def _batch_ideal_days(conn: Any, site_id: int, member_ids: list[int]) -> dict[in
     return result
 
 
-def _batch_coach_details(conn: Any, site_id: int, member_ids: list[int]) -> dict[int, list[dict]]:
-    """批量查询客户-助教服务明细（loyal 维度 coachDetails 用）。每个客户前 5 个。"""
+def _batch_coach_details(
+    conn: Any,
+    site_id: int,
+    member_ids: list[int],
+    *,
+    ref_date: date | None = None,
+) -> dict[int, list[dict]]:
+    """批量查询客户-助教服务明细（loyal 维度 coachDetails 用）。每个客户前 5 个。
+
+    ref_date 默认从 RuntimeContext 取业务日，用于把 60 天消费窗口的上界落到 ``ref_date`` 上，
+    避免 sandbox 模式下读到 sandbox_date 之后的真实消费。
+    """
     from app.services.fdw_queries import _fdw_context
+    from app.services.runtime_context import as_runtime_today_param
+
+    ref = ref_date or as_runtime_today_param(site_id, conn=conn)
     result: dict[int, list[dict]] = {mid: [] for mid in member_ids}
     try:
         with _fdw_context(conn, site_id) as cur:
             # CHANGE 2026-03-29 | coach_spend 改为从 dwd_assistant_service_log 聚合 60 天消费
+            # CHANGE 2026-05-02 | 用 ref_date（业务日）替代 CURRENT_DATE，沙箱不读「未来」
             cur.execute(
                 """
                 SELECT ri.member_id,
@@ -493,7 +511,8 @@ def _batch_coach_details(conn: Any, site_id: int, member_ids: list[int]) -> dict
                            SUM(ledger_amount) AS spend_60d
                     FROM app.v_dwd_assistant_service_log
                     WHERE is_delete = 0
-                      AND create_time >= CURRENT_DATE - INTERVAL '60 days'
+                      AND create_time >= (%s::date - INTERVAL '60 days')
+                      AND create_time <  (%s::date + INTERVAL '1 day')
                       AND tenant_member_id = ANY(%s)
                     GROUP BY tenant_member_id, site_assistant_id
                 ) s60 ON ri.member_id = s60.tenant_member_id
@@ -502,7 +521,7 @@ def _batch_coach_details(conn: Any, site_id: int, member_ids: list[int]) -> dict
                   AND (da.leave_status IS NULL OR da.leave_status = 0)
                 ORDER BY ri.member_id, ri.rs_display DESC
                 """,
-                (member_ids, member_ids),
+                (ref, ref, member_ids, member_ids),
             )
             for row in cur.fetchall():
                 mid = row[0]
@@ -690,7 +709,8 @@ async def get_finance_board(
     - area≠all 时 overview 覆盖逻辑保留
     - compare=1 时对上期执行同样缓存/日粒度逻辑
     """
-    start_date, end_date = _calc_date_range(time)
+    runtime_ctx = get_runtime_context(site_id)
+    start_date, end_date = _calc_date_range(time, ref_date=runtime_ctx.business_date)
     start_str = str(start_date)
     end_str = str(end_date)
 

apps/backend/app/services/chat_service.py

@@ -234,23 +234,14 @@ class ChatService:
                     INSERT INTO biz.ai_conversations
                         (user_id, nickname, app_id, site_id, context_type, context_id)
                     VALUES (%s, %s, %s, %s, %s, %s)
-                    RETURNING id, EXTRACT(EPOCH FROM created_at)::bigint
+                    RETURNING id
                     """,
                     (str(user_id), nickname, APP_ID, site_id, context_type, context_id),
                 )
-                result = cur.fetchone()
-                new_id = result[0]
-                created_ts = result[1]
-
-                # 生成 session_id 并回写（格式：conv_{id}_{timestamp}）
-                session_id = f"conv_{new_id}_{created_ts}"
-                cur.execute(
-                    """
-                    UPDATE biz.ai_conversations SET session_id = %s WHERE id = %s
-                    """,
-                    (session_id, new_id),
-                )
+                new_id = cur.fetchone()[0]
 
+                # session_id 初始保持 NULL，首次对话由百炼返回后再回写。
+                # 参见 P14 spec §2.3：后端不再自生 session_id，交由百炼云端管理。
                 conn.commit()
                 return new_id
         except Exception:
@@ -274,6 +265,34 @@ class ChatService:
         finally:
             conn.close()
 
+    @trace_service("保存百炼 session_id", "Save bailian session ID")
+    def save_session_id(self, chat_id: int, session_id: str) -> None:
+        """流式回复完成后，将百炼返回的 session_id 回写 ai_conversations。
+
+        multi-turn 启用：
+        - 首次对话 session_id=NULL → 百炼分配新 session → 这里回写
+        - 下次对话 get_session_id 返回该值 → 传给百炼关联历史上下文
+
+        幂等：同一对话多次调用覆盖最新 session_id（通常保持稳定）。
+        """
+        if not session_id:
+            return
+        conn = get_connection()
+        try:
+            with conn.cursor() as cur:
+                cur.execute(
+                    "UPDATE biz.ai_conversations SET session_id = %s WHERE id = %s",
+                    (session_id, chat_id),
+                )
+            conn.commit()
+        except Exception:
+            conn.rollback()
+            logger.warning(
+                "保存 session_id 失败: chat_id=%s", chat_id, exc_info=True,
+            )
+        finally:
+            conn.close()
+
     # ------------------------------------------------------------------
     # CHAT-2: 消息列表
     # ------------------------------------------------------------------
@@ -662,7 +681,10 @@ class ChatService:
         """查询客户近 30 天消费金额（items_sum 口径）。
 
         ⚠️ DWD-DOC 规则 1: 使用 ledger_amount（items_sum 口径），禁用 consume_money。
+        CHANGE 2026-05-02 | 用 business_date 替代 CURRENT_DATE，沙箱不读「未来」消费。
         """
+        from app.services.runtime_context import as_runtime_today_param
+        ref = as_runtime_today_param(site_id, conn=conn)
         with fdw_queries._fdw_context(conn, site_id) as cur:
             cur.execute(
                 """
@@ -670,16 +692,22 @@ class ChatService:
                 FROM app.v_dwd_assistant_service_log
                 WHERE tenant_member_id = %s
                   AND is_delete = 0
-                  AND create_time >= (CURRENT_DATE - INTERVAL '30 days')::timestamptz
+                  AND create_time >= (%s::date - INTERVAL '30 days')::timestamptz
+                  AND create_time <  (%s::date + INTERVAL '1 day')::timestamptz
                 """,
-                (member_id,),
+                (member_id, ref, ref),
             )
             row = cur.fetchone()
         return Decimal(str(row[0])) if row and row[0] is not None else None
 
     @staticmethod
     def _get_visit_count_30d(conn: Any, site_id: int, member_id: int) -> int | None:
-        """查询客户近 30 天到店次数。"""
+        """查询客户近 30 天到店次数。
+
+        CHANGE 2026-05-02 | 用 business_date 替代 CURRENT_DATE，沙箱不读「未来」到店。
+        """
+        from app.services.runtime_context import as_runtime_today_param
+        ref = as_runtime_today_param(site_id, conn=conn)
         with fdw_queries._fdw_context(conn, site_id) as cur:
             cur.execute(
                 """
@@ -687,9 +715,10 @@ class ChatService:
                 FROM app.v_dwd_assistant_service_log
                 WHERE tenant_member_id = %s
                   AND is_delete = 0
-                  AND create_time >= (CURRENT_DATE - INTERVAL '30 days')::timestamptz
+                  AND create_time >= (%s::date - INTERVAL '30 days')::timestamptz
+                  AND create_time <  (%s::date + INTERVAL '1 day')::timestamptz
                 """,
-                (member_id,),
+                (member_id, ref, ref),
             )
             row = cur.fetchone()
         return int(row[0]) if row and row[0] is not None else None

apps/backend/app/services/coach_service.py

@@ -147,7 +147,9 @@ async def get_coach_detail(coach_id: int, site_id: int) -> dict:
         if not assistant_info:
             raise HTTPException(status_code=404, detail="助教不存在")
 
-        now = datetime.date.today()
+        # 业务时间锚：sandbox 模式下用 business_date，避免读到 sandbox_date 之后真实绩效
+        from app.services.runtime_context import as_runtime_today_param
+        now = as_runtime_today_param(site_id, conn=conn)
 
         # 门店名称（用于小程序 banner 展示，跟随被查看助教所在门店）
         # 必须在所有 fdw 查询前执行：后续任意 fdw 查询失败会污染事务
@@ -713,7 +715,9 @@ def _build_history_months(
     4. 本月 estimated=True，历史月份 estimated=False
     5. 格式化：customers→"22人"，hours→"87.5h"，salary→"¥6,950"
     """
-    now = datetime.date.today()
+    # 业务时间锚：sandbox 模式下用 business_date 计算最近 6 个月
+    from app.services.runtime_context import as_runtime_today_param
+    now = as_runtime_today_param(site_id, conn=conn)
 
     # 生成最近 6 个月的月份列表（含本月）
     months: list[str] = []

apps/backend/app/services/customer_service.py

@@ -501,6 +501,9 @@ def _build_coach_tasks(
         logger.warning("批量查询助教信息失败", exc_info=True)
 
     # 批量查询 60 天统计（一次 FDW 查询）
+    # CHANGE 2026-05-02 | 用 business_date 替代 CURRENT_DATE，沙箱不读「未来」
+    from app.services.runtime_context import as_runtime_today_param
+    ref_date = as_runtime_today_param(site_id, conn=conn)
     stats_map: dict = {}
     try:
         with fdw_queries._fdw_context(conn, site_id) as cur:
@@ -513,10 +516,11 @@ def _build_coach_tasks(
                 WHERE tenant_member_id = %s
                   AND site_assistant_id = ANY(%s)
                   AND is_delete = 0
-                  AND create_time >= CURRENT_DATE - INTERVAL '60 days'
+                  AND create_time >= (%s::date - INTERVAL '60 days')::timestamptz
+                  AND create_time <  (%s::date + INTERVAL '1 day')::timestamptz
                 GROUP BY site_assistant_id
                 """,
-                (customer_id, assistant_ids),
+                (customer_id, assistant_ids, ref_date, ref_date),
             )
             for row in cur.fetchall():
                 svc = int(row[1]) if row[1] else 0

apps/backend/app/services/fdw_queries.py

@@ -80,7 +80,7 @@ def _get_etl_connection(site_id: int):
 @contextmanager
 def _fdw_context(conn: Any, site_id: int, *, etl_conn: Any = None):
     """
-    上下文管理器：直连 ETL 库 + SET LOCAL app.current_site_id。
+    上下文管理器：直连 ETL 库 + SET LOCAL app.current_site_id + app.current_business_date。
 
     ⚠️ 不使用 zqyy_app 的 fdw_etl.* foreign table，而是直连 ETL 库
     查询 app.v_* RLS 视图。原因：postgres_fdw 不传递自定义 GUC 参数
@@ -91,7 +91,31 @@ def _fdw_context(conn: Any, site_id: int, *, etl_conn: Any = None):
 
     CHANGE 2026-03-26 | ETL 连接复用：传入 etl_conn 时复用已有连接（不关闭），
     不传时新建连接并在 yield 后自动关闭。避免同一请求内多次新建连接（每次 ~2.6s）。
+    CHANGE 2026-05-02 | 同时设置 app.current_business_date / app.current_runtime_mode，
+    供 RLS 视图层（C 方案）做日期上界裁剪。conn=None 时降级 live。
     """
+    from app.services.runtime_context import (
+        MODE_LIVE,
+        MODE_SANDBOX,
+        get_runtime_context,
+    )
+
+    # 业务日：优先从 zqyy_app 业务库的 RuntimeContext 读取；conn 不可用时降级为系统今天
+    bd_str = ""
+    rt_mode = MODE_LIVE
+    try:
+        if conn is not None:
+            ctx = get_runtime_context(site_id, conn=conn)
+            bd_str = ctx.business_date.isoformat()
+            rt_mode = MODE_SANDBOX if ctx.is_sandbox else MODE_LIVE
+        else:
+            from datetime import date as _date
+            bd_str = _date.today().isoformat()
+    except Exception:
+        from datetime import date as _date
+        bd_str = _date.today().isoformat()
+        rt_mode = MODE_LIVE
+
     owned = etl_conn is None
     if owned:
         etl_conn = _get_etl_connection(site_id)
@@ -99,6 +123,8 @@ def _fdw_context(conn: Any, site_id: int, *, etl_conn: Any = None):
         with etl_conn.cursor() as cur:
             cur.execute("BEGIN")
             cur.execute("SET LOCAL app.current_site_id = %s", (str(site_id),))
+            cur.execute("SET LOCAL app.current_business_date = %s", (bd_str,))
+            cur.execute("SET LOCAL app.current_runtime_mode = %s", (rt_mode,))
             yield cur
         etl_conn.commit()
     finally:
@@ -180,33 +206,53 @@ def get_last_visit_days(
     """
     批量查询客户距上次到店天数。
 
-    来源: app.v_dws_member_consumption_summary.days_since_last（基于结算单）。
-    FIX: 原查 v_dwd_assistant_service_log 导致无助教服务的客户缺失到店记录。
+    来源: app.v_dws_member_consumption_summary。
     consumption_summary 按 stat_date 有多行快照，取最新一行。
 
+    CHANGE 2026-05-02 | 修复客户看板「最近到店」数据不准的问题：
+    - 旧版直接用 days_since_last（ETL 在 stat_date 那天预计算的快照值）。
+      若 ETL 没跑、跑得迟、或 sandbox_date 与 stat_date 不一致，结果就会严重失真。
+    - 新版改为实时计算：``business_date - last_consume_date``，
+      仅取 ``stat_date <= business_date`` 的快照行，沙箱模式下也能拿到一致结果。
+
     返回 {member_id: days_since_visit} 映射，无记录的会员不在结果中。
     """
     if not member_ids:
         return {}
 
+    from app.services.runtime_context import as_runtime_today_param
+
+    ref_date = as_runtime_today_param(site_id, conn=conn)
+
     result: dict[int, int | None] = {}
     with _fdw_context(conn, site_id, etl_conn=etl_conn) as cur:
         cur.execute(
             """
-            SELECT member_id, days_since_last
+            SELECT DISTINCT ON (member_id)
+                   member_id,
+                   last_consume_date,
+                   stat_date
             FROM app.v_dws_member_consumption_summary
             WHERE member_id = ANY(%s)
-              AND days_since_last IS NOT NULL
+              AND stat_date <= %s
             ORDER BY member_id, stat_date DESC
             """,
-            (member_ids,),
+            (member_ids, ref_date),
         )
-        seen: set[int] = set()
         for row in cur.fetchall():
             mid = row[0]
-            if mid not in seen:
-                seen.add(mid)
-                result[mid] = row[1]
+            last_consume = row[1]
+            if last_consume is None:
+                result[mid] = None
+                continue
+            try:
+                # last_consume_date 在 DWS 中是 date；少数实现可能给 timestamp，统一裁剪
+                if hasattr(last_consume, "date"):
+                    last_consume = last_consume.date()
+                days = (ref_date - last_consume).days
+                result[mid] = max(days, 0)
+            except Exception:
+                result[mid] = None
 
     return result
 
@@ -420,22 +466,33 @@ def batch_query_for_task_list(
 
             # 3. 最后到店天数（基于消费汇总表，口径=结算单）
             # FIX: 原查 v_dwd_assistant_service_log 导致无助教服务的客户缺失到店记录
+            # CHANGE 2026-05-02 | 实时按 business_date - last_consume_date 计算，
+            #                     不再依赖 ETL 预计算的 days_since_last（解决看板显示偏差）。
+            from app.services.runtime_context import as_runtime_today_param
+            _ref_date = as_runtime_today_param(site_id, conn=conn)
             cur.execute(
                 """
-                SELECT member_id, days_since_last
+                SELECT DISTINCT ON (member_id)
+                       member_id, last_consume_date, stat_date
                 FROM app.v_dws_member_consumption_summary
                 WHERE member_id = ANY(%s)
-                  AND days_since_last IS NOT NULL
+                  AND stat_date <= %s
                 ORDER BY member_id, stat_date DESC
                 """,
-                (member_ids,),
+                (member_ids, _ref_date),
             )
-            seen_members: set[int] = set()
             for row in cur.fetchall():
                 mid = row[0]
-                if mid not in seen_members:
-                    seen_members.add(mid)
-                    last_visit_map[mid] = row[1]
+                last_consume = row[1]
+                if last_consume is None:
+                    last_visit_map[mid] = None
+                    continue
+                try:
+                    if hasattr(last_consume, "date"):
+                        last_consume = last_consume.date()
+                    last_visit_map[mid] = max((_ref_date - last_consume).days, 0)
+                except Exception:
+                    last_visit_map[mid] = None
 
             # 4. RS 指数
             cur.execute(
@@ -486,10 +543,11 @@ def batch_query_for_task_list(
                 WHERE sl.site_assistant_id = %s
                   AND sl.tenant_member_id = ANY(%s)
                   AND sl.is_delete = 0
-                  AND sl.create_time >= (CURRENT_DATE - INTERVAL '60 days')::timestamptz
+                  AND sl.create_time >= (%s::date - INTERVAL '60 days')::timestamptz
+                  AND sl.create_time <  (%s::date + INTERVAL '1 day')::timestamptz
                 GROUP BY sl.tenant_member_id
                 """,
-                (assistant_id, member_ids),
+                (assistant_id, member_ids, _ref_date, _ref_date),
             )
             for row in cur.fetchall():
                 recent60d_map[row[0]] = {
@@ -559,15 +617,19 @@ def batch_query_for_task_list(
 
         # 8. 绩效档位配置（用于构建 tier_nodes + bonus_money 计算）
         # CHANGE 2026-03-24 | 增加 bonus_deduction_ratio 用于打赏课抽成差额计算
+        # CHANGE 2026-05-02 | 用 business_date 替代 CURRENT_DATE，沙箱按当时生效档位
+        from app.services.runtime_context import as_runtime_today_param as _rt_today
+        _ref_date = _rt_today(site_id, conn=conn)
         cur.execute(
             """
             SELECT tier_id, tier_code, tier_name, tier_level,
                    min_hours, max_hours, base_deduction, bonus_deduction_ratio
             FROM app.v_cfg_performance_tier
-            WHERE effective_from <= CURRENT_DATE
-              AND effective_to >= CURRENT_DATE
+            WHERE effective_from <= %s::date
+              AND effective_to >= %s::date
             ORDER BY tier_level
-            """
+            """,
+            (_ref_date, _ref_date),
         )
         tier_rows = cur.fetchall()
         performance_tiers = [
@@ -640,17 +702,21 @@ def get_performance_tiers(
 
     返回 [{tier_id, tier_code, tier_name, tier_level, min_hours, max_hours,
            base_deduction, bonus_deduction_ratio}, ...]。
+    CHANGE 2026-05-02 | 用 business_date 替代 CURRENT_DATE，沙箱按当时生效档位
     """
+    from app.services.runtime_context import as_runtime_today_param as _rt_today
+    ref_date = _rt_today(site_id, conn=conn)
     with _fdw_context(conn, site_id) as cur:
         cur.execute(
             """
             SELECT tier_id, tier_code, tier_name, tier_level,
                    min_hours, max_hours, base_deduction, bonus_deduction_ratio
             FROM app.v_cfg_performance_tier
-            WHERE effective_from <= CURRENT_DATE
-              AND effective_to >= CURRENT_DATE
+            WHERE effective_from <= %s::date
+              AND effective_to >= %s::date
             ORDER BY tier_level
-            """
+            """,
+            (ref_date, ref_date),
         )
         rows = cur.fetchall()
 
@@ -680,15 +746,18 @@ def get_level_map(conn: Any, site_id: int) -> dict[int, str]:
     查询失败时返回空 dict（调用方应优雅降级）。
     """
     try:
+        from app.services.runtime_context import as_runtime_today_param as _rt_today
+        ref_date = _rt_today(site_id, conn=conn)
         with _fdw_context(conn, site_id) as cur:
             cur.execute(
                 """
                 SELECT DISTINCT level_code, level_name
                 FROM app.v_cfg_assistant_level_price
-                WHERE effective_from <= CURRENT_DATE
-                  AND effective_to >= CURRENT_DATE
+                WHERE effective_from <= %s::date
+                  AND effective_to >= %s::date
                 ORDER BY level_code
-                """
+                """,
+                (ref_date, ref_date),
             )
             return {row[0]: row[1] for row in cur.fetchall()}
     except Exception:
@@ -1198,8 +1267,11 @@ def get_coach_60d_stats(
 
     来源: app.v_dwd_assistant_service_log。
     ⚠️ 废单排除: is_delete = 0。
+    CHANGE 2026-05-02 | 用 business_date 替代 CURRENT_DATE，沙箱不读「未来」60 天。
     返回 {service_count, total_hours, avg_hours}。
     """
+    from app.services.runtime_context import as_runtime_today_param
+    ref_date = as_runtime_today_param(site_id, conn=conn)
     with _fdw_context(conn, site_id) as cur:
         cur.execute(
             """
@@ -1212,9 +1284,10 @@ def get_coach_60d_stats(
             WHERE site_assistant_id = %s
               AND tenant_member_id = %s
               AND is_delete = 0
-              AND create_time >= (CURRENT_DATE - INTERVAL '60 days')::timestamptz
+              AND create_time >= (%s::date - INTERVAL '60 days')::timestamptz
+              AND create_time <  (%s::date + INTERVAL '1 day')::timestamptz
             """,
-            (assistant_id, member_id),
+            (assistant_id, member_id, ref_date, ref_date),
         )
         row = cur.fetchone()
     if not row:
@@ -1917,14 +1990,17 @@ def get_customer_board_recall(
         total = cur.fetchone()[0]
 
         # 分页数据
+        # CHANGE 2026-05-02 | elapsed_days/overdue_days 用 business_date 替代 CURRENT_DATE
+        from app.services.runtime_context import as_runtime_today_param as _rt_today
+        ref_date = _rt_today(site_id, conn=conn)
         offset = (page - 1) * page_size
         cur.execute(
             f"""
             SELECT wi.member_id,
                    dm.nickname,
                    wi.ideal_interval_days,
-                   CURRENT_DATE - wi.last_visit_time::date AS elapsed_days,
-                   (CURRENT_DATE - wi.last_visit_time::date) - COALESCE(wi.ideal_interval_days, 0) AS overdue_days,
+                   %s::date - wi.last_visit_time::date AS elapsed_days,
+                   (%s::date - wi.last_visit_time::date) - COALESCE(wi.ideal_interval_days, 0) AS overdue_days,
                    wi.visits_30d,
                    wi.display_score,
                    COALESCE(ca.balance, 0) AS balance
@@ -1937,11 +2013,11 @@ def get_customer_board_recall(
                 WHERE scd2_is_current = 1
                 GROUP BY tenant_member_id
             ) ca ON wi.member_id = ca.tenant_member_id
-            WHERE 1=1 {proj_clause}
+            WHERE wi.last_visit_time <= %s::date + INTERVAL '1 day' {proj_clause}
             ORDER BY wi.display_score DESC, wi.member_id
             LIMIT %s OFFSET %s
             """,
-            (*proj_params, page_size, offset),
+            (ref_date, ref_date, ref_date, *proj_params, page_size, offset),
         )
         items = []
         for row in cur.fetchall():
@@ -2165,6 +2241,10 @@ def get_customer_board_recharge(
         )
         total = cur.fetchone()[0]
 
+        # CHANGE 2026-05-02 | 60 天充值窗口、stat_date、pay_time 全部按 business_date 截断
+        from app.services.runtime_context import as_runtime_today_param
+        ref_date = as_runtime_today_param(site_id, conn=conn)
+
         offset = (page - 1) * page_size
         cur.execute(
             f"""
@@ -2173,7 +2253,8 @@ def get_customer_board_recharge(
                    MAX(ro.pay_time::date) AS last_recharge_date,
                    SUM(ro.pay_amount) AS recharge_amount,
                    COUNT(*) FILTER (
-                       WHERE ro.pay_time >= CURRENT_DATE - INTERVAL '60 days'
+                       WHERE ro.pay_time >= %s::date - INTERVAL '60 days'
+                         AND ro.pay_time <  %s::date + INTERVAL '1 day'
                    ) AS recharges_60d,
                    COALESCE(ca_agg.balance, 0) AS current_balance,
                    cs.days_since_last
@@ -2190,15 +2271,16 @@ def get_customer_board_recharge(
                 SELECT cs2.days_since_last
                 FROM app.v_dws_member_consumption_summary cs2
                 WHERE cs2.member_id = ro.member_id
+                  AND cs2.stat_date <= %s
                 ORDER BY cs2.stat_date DESC
                 LIMIT 1
             ) cs ON true
-            WHERE 1=1 {proj_clause}
+            WHERE ro.pay_time <= %s::date + INTERVAL '1 day' {proj_clause}
             GROUP BY ro.member_id, dm.nickname, ca_agg.balance, cs.days_since_last
             ORDER BY MAX(ro.pay_time::date) DESC, ro.member_id
             LIMIT %s OFFSET %s
             """,
-            (*proj_params, page_size, offset),
+            (ref_date, ref_date, ref_date, ref_date, *proj_params, page_size, offset),
         )
         items = []
         for row in cur.fetchall():
@@ -2228,6 +2310,13 @@ def get_customer_board_recent(
     不再硬编码为 0。来源: v_dws_member_visit_detail + v_dim_member + v_dws_member_winback_index。
     按 last_visit_date 降序。
     """
+    # CHANGE 2026-05-02 | 客户看板「最近到店」修复：
+    # 1) WHERE/COUNT 中的 30/60 天窗口按 business_date 计算，沙箱不读「未来」到店；
+    # 2) days_ago 用 business_date - last_visit_date，与窗口对齐。
+    from app.services.runtime_context import as_runtime_today_param
+
+    ref_date = as_runtime_today_param(site_id, conn=conn)
+
     proj_clause, proj_params = _project_filter_clause(project, "vd.member_id")
 
     with _fdw_context(conn, site_id) as cur:
@@ -2235,9 +2324,9 @@ def get_customer_board_recent(
             f"""
             SELECT COUNT(DISTINCT vd.member_id)
             FROM app.v_dws_member_visit_detail vd
-            WHERE 1=1 {proj_clause}
+            WHERE vd.visit_date <= %s {proj_clause}
             """,
-            proj_params,
+            (ref_date, *proj_params),
         )
         total = cur.fetchone()[0]
 
@@ -2248,11 +2337,11 @@ def get_customer_board_recent(
                 SELECT vd.member_id,
                        MAX(vd.visit_date) AS last_visit_date,
                        COUNT(*) AS total_visits,
-                       COUNT(*) FILTER (WHERE vd.visit_date >= CURRENT_DATE - INTERVAL '30 days') AS visits_30d,
-                       COUNT(*) FILTER (WHERE vd.visit_date >= CURRENT_DATE - INTERVAL '60 days') AS visits_60d,
+                       COUNT(*) FILTER (WHERE vd.visit_date >= %s::date - INTERVAL '30 days') AS visits_30d,
+                       COUNT(*) FILTER (WHERE vd.visit_date >= %s::date - INTERVAL '60 days') AS visits_60d,
                        AVG(vd.total_consume) AS avg_spend
                 FROM app.v_dws_member_visit_detail vd
-                WHERE 1=1 {proj_clause}
+                WHERE vd.visit_date <= %s {proj_clause}
                 GROUP BY vd.member_id
             )
             SELECT ma.member_id,
@@ -2271,14 +2360,13 @@ def get_customer_board_recent(
             ORDER BY ma.last_visit_date DESC, ma.member_id
             LIMIT %s OFFSET %s
             """,
-            (*proj_params, page_size, offset),
+            (ref_date, ref_date, ref_date, *proj_params, page_size, offset),
         )
         items = []
         for row in cur.fetchall():
             last_visit = row[2]
-            # CHANGE 2026-03-29 | 补充 days_ago（距今天数）和 visits_60d
-            from datetime import date as _date
-            days_ago = (_date.today() - last_visit).days if last_visit else None
+            # CHANGE 2026-05-02 | days_ago 按 business_date 计算，沙箱与窗口对齐
+            days_ago = (ref_date - last_visit).days if last_visit else None
             items.append({
                 "member_id": row[0],
                 "name": row[1] or "",
@@ -2378,6 +2466,10 @@ def get_customer_board_freq60(
     按 visit_count_60d 降序。
     CHANGE 2026-04-08 | Fix：同 spend60，DISTINCT ON 取最新快照。
     """
+    # CHANGE 2026-05-02 | freq60 全链路按 business_date 截断（stat_date <= ref_date + 8 周窗口）
+    from app.services.runtime_context import as_runtime_today_param
+    ref_date = as_runtime_today_param(site_id, conn=conn)
+
     proj_clause, proj_params = _project_filter_clause(project, "cs.member_id")
 
     with _fdw_context(conn, site_id) as cur:
@@ -2387,11 +2479,11 @@ def get_customer_board_freq60(
             FROM (
                 SELECT DISTINCT ON (cs.member_id) cs.member_id
                 FROM app.v_dws_member_consumption_summary cs
-                WHERE 1=1 {proj_clause}
+                WHERE cs.stat_date <= %s {proj_clause}
                 ORDER BY cs.member_id, cs.stat_date DESC
             ) sub
             """,
-            proj_params,
+            (ref_date, *proj_params),
         )
         total = cur.fetchone()[0]
 
@@ -2402,7 +2494,7 @@ def get_customer_board_freq60(
                 SELECT DISTINCT ON (cs.member_id)
                        cs.member_id, cs.visit_count_60d, cs.consume_amount_60d
                 FROM app.v_dws_member_consumption_summary cs
-                WHERE 1=1 {proj_clause}
+                WHERE cs.stat_date <= %s {proj_clause}
                 ORDER BY cs.member_id, cs.stat_date DESC
             )
             SELECT cs.member_id,
@@ -2415,7 +2507,7 @@ def get_customer_board_freq60(
             ORDER BY cs.visit_count_60d DESC, cs.member_id
             LIMIT %s OFFSET %s
             """,
-            (*proj_params, page_size, offset),
+            (ref_date, *proj_params, page_size, offset),
         )
         items = []
         member_ids = []
@@ -2436,21 +2528,31 @@ def get_customer_board_freq60(
 
         # 批量查询 8 周到店数据
         if member_ids:
-            weekly_map = _get_weekly_visits_batch(cur, member_ids)
+            weekly_map = _get_weekly_visits_batch(cur, member_ids, ref_date=ref_date)
             for item in items:
                 item["weekly_visits"] = weekly_map.get(item["member_id"], _empty_weekly())
 
     return {"items": items, "total": total, "page": page, "page_size": page_size}
 
 
-def _get_weekly_visits_batch(cur: Any, member_ids: list[int]) -> dict[int, list[dict]]:
+def _get_weekly_visits_batch(
+    cur: Any, member_ids: list[int], *, ref_date: Any = None,
+) -> dict[int, list[dict]]:
     """
     批量查询客户最近 8 周的到店次数（用于 freq60 维度柱状图）。
 
     CHANGE 2026-04-07 | Fix-5：数据源从 v_dwd_assistant_service_log 改为
     v_dwd_settlement_head（settle_type IN (1,3)），与汇总维度口径一致。
+    CHANGE 2026-05-02 | 8 周窗口锚定 ref_date（业务日），沙箱不读「未来」。
     返回 {member_id: [{val: int, pct: int}, ...]}，固定 8 个元素。
     """
+    from datetime import date as _date, timedelta as _timedelta
+
+    if ref_date is None:
+        ref_date = _date.today()
+    elif hasattr(ref_date, "date") and not isinstance(ref_date, _date):
+        ref_date = ref_date.date()
+
     cur.execute(
         """
         WITH weekly AS (
@@ -2460,14 +2562,15 @@ def _get_weekly_visits_batch(cur: Any, member_ids: list[int]) -> dict[int, list[
             FROM app.v_dwd_settlement_head
             WHERE member_id = ANY(%s)
               AND settle_type IN (1, 3)
-              AND pay_time >= CURRENT_DATE - INTERVAL '56 days'
+              AND pay_time >= %s::date - INTERVAL '56 days'
+              AND pay_time <  %s::date + INTERVAL '1 day'
             GROUP BY member_id, DATE_TRUNC('week', pay_time::date)
         )
         SELECT member_id, week_start, cnt
         FROM weekly
         ORDER BY member_id, week_start
         """,
-        (member_ids,),
+        (member_ids, ref_date, ref_date),
     )
 
     from collections import defaultdict
@@ -2477,11 +2580,9 @@ def _get_weekly_visits_batch(cur: Any, member_ids: list[int]) -> dict[int, list[
         week_key = row[1].date() if hasattr(row[1], 'date') else row[1]
         raw[row[0]][str(week_key)] = row[2]
 
-    # 生成最近 8 周的周一日期
-    from datetime import date, timedelta
-    today = date.today()
-    this_monday = today - timedelta(days=today.weekday())
-    weeks = [this_monday - timedelta(weeks=i) for i in range(7, -1, -1)]
+    # 生成最近 8 周的周一日期，以业务日为锚
+    this_monday = ref_date - _timedelta(days=ref_date.weekday())
+    weeks = [this_monday - _timedelta(weeks=i) for i in range(7, -1, -1)]
 
     result: dict[int, list[dict]] = {}
     for mid in member_ids:

apps/backend/app/services/note_service.py

@@ -259,6 +259,28 @@ async def create_note(
         import asyncio
         asyncio.create_task(_async_ai_score(note["id"], site_id, target_id, content))
 
+        # 触发 AI 备注分析链（App6 → App8）
+        # target_type='member' 时 target_id 即 member_id；'assistant' 时不触发（AI 只分析会员备注）
+        if target_type == "member":
+            try:
+                from app.services.trigger_scheduler import fire_event
+                fire_event(
+                    "ai_note_created",
+                    {
+                        "site_id": site_id,
+                        "member_id": target_id,
+                        "note_content": content,
+                        "noted_by_name": note.get("recorded_by_name")
+                            or note.get("user_nickname") or "",
+                        "noted_by_created_at": note.get("created_at") or "",
+                    },
+                )
+            except Exception:
+                logger.exception(
+                    "触发 ai_note_created 事件失败: note_id=%s member_id=%s",
+                    note["id"], target_id,
+                )
+
         return note
 
     except HTTPException:

apps/backend/app/services/recall_detector.py

@@ -22,6 +22,13 @@ import json
 import logging
 from datetime import timedelta
 
+from app.services.runtime_context import (
+    LIVE_INSTANCE_ID,
+    MODE_LIVE,
+    MODE_SANDBOX,
+    get_runtime_context,
+    task_runtime_filter,
+)
 from app.trace.decorators import trace_service
 
 logger = logging.getLogger(__name__)
@@ -141,6 +148,10 @@ def _process_site(conn, site_id: int) -> dict:
     resolved = 0
 
     from app.services.fdw_queries import _fdw_context
+    runtime_ctx = get_runtime_context(site_id, conn=conn)
+    runtime_now = runtime_ctx.business_now
+    runtime_mode = MODE_SANDBOX if runtime_ctx.is_sandbox else MODE_LIVE
+    sandbox_instance_id = runtime_ctx.sandbox_instance_id if runtime_ctx.is_sandbox else LIVE_INSTANCE_ID
 
     # ── 1. 获取本门店所有 MAIN 关系对 ──
     with _fdw_context(conn, site_id) as cur:
@@ -173,13 +184,14 @@ def _process_site(conn, site_id: int) -> dict:
               ON sl.order_settle_id = sh.order_settle_id
              AND sl.is_delete = 0
             WHERE sh.member_id = ANY(%s)
+              AND sh.pay_time <= %s
               AND (
                 sh.settle_type = 1
                 OR (sh.settle_type = 3 AND sl.order_assistant_type = 2)
               )
             GROUP BY sl.site_assistant_id, sh.member_id
             """,
-            (member_ids,),
+            (member_ids, runtime_now),
         )
         for row in cur.fetchall():
             settlement_map[(row[0], row[1])] = row[2]
@@ -190,6 +202,7 @@ def _process_site(conn, site_id: int) -> dict:
             SELECT sh.member_id, MAX(sh.pay_time) AS latest_pay_time
             FROM app.v_dwd_settlement_head sh
             WHERE sh.member_id = ANY(%s)
+              AND sh.pay_time <= %s
               AND (
                 sh.settle_type = 1
                 OR (sh.settle_type = 3 AND EXISTS (
@@ -201,7 +214,7 @@ def _process_site(conn, site_id: int) -> dict:
               )
             GROUP BY sh.member_id
             """,
-            (member_ids,),
+            (member_ids, runtime_now),
         )
         member_visited_map = {}
         for row in cur.fetchall():
@@ -209,16 +222,18 @@ def _process_site(conn, site_id: int) -> dict:
 
     # ── 3. 获取本门店所有 active 的召回/回访任务（用于匹配） ──
     active_tasks_map: dict[tuple[int, int], list] = {}  # (assistant_id, member_id) → [(id, task_type, created_at)]
+    runtime_clause, runtime_params = task_runtime_filter(site_id, conn=conn)
     with conn.cursor() as cur:
         cur.execute(
-            """
+            f"""
             SELECT id, assistant_id, member_id, task_type, created_at
             FROM biz.coach_tasks
             WHERE site_id = %s
+              {runtime_clause}
               AND status = 'active'
               AND task_type IN ('high_priority_recall', 'priority_recall', 'follow_up_visit')
             """,
-            (site_id,),
+            [site_id, *runtime_params],
         )
         for row in cur.fetchall():
             key = (row[1], row[2])
@@ -238,7 +253,7 @@ def _process_site(conn, site_id: int) -> dict:
         try:
             result = _process_pair(
                 conn, site_id, assistant_id, member_id,
-                latest_pay, active_tasks,
+                latest_pay, active_tasks, runtime_now, runtime_mode, sandbox_instance_id,
             )
             completed += result["completed"]
             events += result["events"]
@@ -257,25 +272,26 @@ def _process_site(conn, site_id: int) -> dict:
             with conn.cursor() as cur:
                 cur.execute("BEGIN")
                 cur.execute(
-                    """
+                    f"""
                     SELECT id, assistant_id, task_type, created_at
                     FROM biz.coach_tasks
                     WHERE site_id = %s AND member_id = %s
+                      {runtime_clause}
                       AND status = 'active'
                       AND task_type IN ('high_priority_recall', 'priority_recall')
                       AND created_at < %s
                     """,
-                    (site_id, member_id, pay_time),
+                    [site_id, member_id, *runtime_params, pay_time],
                 )
                 remaining = cur.fetchall()
                 for task_id, aid, task_type, _ in remaining:
                     cur.execute(
                         """
                         UPDATE biz.coach_tasks
-                        SET status = 'resolved', updated_at = NOW()
+                        SET status = 'resolved', updated_at = %s
                         WHERE id = %s AND status = 'active'
                         """,
-                        (task_id,),
+                        (runtime_now, task_id),
                     )
                     _insert_history(
                         cur, task_id,
@@ -308,6 +324,9 @@ def _process_pair(
     member_id: int,
     latest_pay_time,
     active_tasks: list[dict],
+    runtime_now,
+    runtime_mode: str,
+    sandbox_instance_id: str,
 ) -> dict:
     """
     处理单个 MAIN 关系对的召回检测。
@@ -339,14 +358,16 @@ def _process_pair(
         cur.execute(
             """
             INSERT INTO biz.recall_events
-                (site_id, assistant_id, member_id, pay_time, task_id, task_type)
-            VALUES (%s, %s, %s, %s, %s, %s)
-            ON CONFLICT (site_id, assistant_id, member_id, (date_trunc('day', pay_time AT TIME ZONE 'Asia/Shanghai')))
+                (site_id, assistant_id, member_id, pay_time, task_id, task_type,
+                 created_at, runtime_mode, sandbox_instance_id)
+            VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s)
+            ON CONFLICT (site_id, assistant_id, member_id, runtime_mode, sandbox_instance_id,
+                         (date_trunc('day', pay_time AT TIME ZONE 'Asia/Shanghai')))
             DO NOTHING
             RETURNING id
             """,
             (site_id, assistant_id, member_id, latest_pay_time,
-             event_task_id, event_task_type),
+             event_task_id, event_task_type, runtime_now, runtime_mode, sandbox_instance_id),
         )
         inserted = cur.fetchone()
         if inserted is None:
@@ -367,10 +388,10 @@ def _process_pair(
                     completed_at = %s,
                     completed_task_type = %s,
                     completion_type = 'auto',
-                    updated_at = NOW()
+                    updated_at = %s
                 WHERE id = %s AND status = 'active'
                 """,
-                (latest_pay_time, task["task_type"], task["id"]),
+                (latest_pay_time, task["task_type"], runtime_now, task["id"]),
             )
             _insert_history(
                 cur,
@@ -393,18 +414,19 @@ def _process_pair(
             SELECT id FROM biz.coach_tasks
             WHERE site_id = %s AND assistant_id = %s AND member_id = %s
               AND task_type = 'follow_up_visit' AND status = 'active'
+              AND runtime_mode = %s AND sandbox_instance_id = %s
             """,
-            (site_id, assistant_id, member_id),
+            (site_id, assistant_id, member_id, runtime_mode, sandbox_instance_id),
         )
         old_follow_ups = cur.fetchall()
         for (old_id,) in old_follow_ups:
             cur.execute(
                 """
                 UPDATE biz.coach_tasks
-                SET status = 'inactive', updated_at = NOW()
+                SET status = 'inactive', updated_at = %s
                 WHERE id = %s
                 """,
-                (old_id,),
+                (runtime_now, old_id),
             )
             _insert_history(
                 cur, old_id,
@@ -423,11 +445,14 @@ def _process_pair(
             """
             INSERT INTO biz.coach_tasks
                 (site_id, assistant_id, member_id, task_type, status,
-                 expires_at, created_at, updated_at)
-            VALUES (%s, %s, %s, 'follow_up_visit', 'active', %s, NOW(), NOW())
+                 expires_at, created_at, updated_at, runtime_mode, sandbox_instance_id)
+            VALUES (%s, %s, %s, 'follow_up_visit', 'active', %s, %s, %s, %s, %s)
             RETURNING id
             """,
-            (site_id, assistant_id, member_id, expires_at),
+            (
+                site_id, assistant_id, member_id, expires_at, runtime_now,
+                runtime_now, runtime_mode, sandbox_instance_id,
+            ),
         )
         new_follow_up_id = cur.fetchone()[0]
         _insert_history(

apps/backend/app/services/runtime_context.py

@@ -0,0 +1,263 @@
+# -*- coding: utf-8 -*-
+"""业务运行上下文与业务时钟服务。
+
+该模块是开发/测试沙箱的统一控制层：
+- live 模式：沿用真实系统日期和正式数据。
+- sandbox 模式：业务上假设今天是配置的历史日期，并用 sandbox_instance_id 隔离写入。
+"""
+
+from __future__ import annotations
+
+import uuid
+from dataclasses import dataclass
+from datetime import date, datetime, time, timedelta, timezone
+from typing import Any
+
+from app import config
+
+_LOCAL_TZ = timezone(timedelta(hours=8))
+MODE_LIVE = "live"
+MODE_SANDBOX = "sandbox"
+AI_MODE_LIVE = "live"
+LIVE_INSTANCE_ID = "live"
+
+
+@dataclass(frozen=True)
+class RuntimeContext:
+    """单门店当前业务运行上下文。"""
+
+    site_id: int
+    mode: str = MODE_LIVE
+    business_day_start_hour: int = config.BUSINESS_DAY_START_HOUR
+    sandbox_date: date | None = None
+    sandbox_instance_id: str | None = None
+    ai_mode: str = AI_MODE_LIVE
+    status: str = "active"
+
+    @property
+    def is_sandbox(self) -> bool:
+        return self.mode == MODE_SANDBOX and self.sandbox_date is not None
+
+    @property
+    def business_date(self) -> date:
+        if self.is_sandbox and self.sandbox_date is not None:
+            return self.sandbox_date
+        now = datetime.now(_LOCAL_TZ)
+        today = now.date()
+        if now.hour < self.business_day_start_hour:
+            return today - timedelta(days=1)
+        return today
+
+    @property
+    def business_now(self) -> datetime:
+        if not self.is_sandbox:
+            return datetime.now(_LOCAL_TZ)
+        now = datetime.now(_LOCAL_TZ)
+        return datetime.combine(self.business_date, now.timetz(), tzinfo=_LOCAL_TZ)
+
+    @property
+    def active_sandbox_instance_id(self) -> str | None:
+        if not self.is_sandbox:
+            return None
+        return self.sandbox_instance_id
+
+    def to_dict(self) -> dict[str, Any]:
+        return {
+            "site_id": self.site_id,
+            "mode": self.mode,
+            "business_day_start_hour": self.business_day_start_hour,
+            "business_date": self.business_date.isoformat(),
+            "business_now": self.business_now.isoformat(),
+            "sandbox_date": self.sandbox_date.isoformat() if self.sandbox_date else None,
+            "sandbox_instance_id": self.sandbox_instance_id,
+            "ai_mode": self.ai_mode,
+            "status": self.status,
+            "is_sandbox": self.is_sandbox,
+        }
+
+
+def new_sandbox_instance_id() -> str:
+    """生成新的沙箱实例 ID。"""
+    return f"sbx_{uuid.uuid4().hex[:24]}"
+
+
+def _default_context(site_id: int) -> RuntimeContext:
+    return RuntimeContext(site_id=site_id)
+
+
+def get_runtime_context(site_id: int, conn: Any | None = None) -> RuntimeContext:
+    """读取门店运行上下文。
+
+    表不存在或未配置时降级为 live，保证迁移前不影响正式链路。
+    """
+    own_conn = conn is None
+    if own_conn:
+        from app.database import get_connection
+
+        conn = get_connection()
+
+    try:
+        with conn.cursor() as cur:
+            try:
+                cur.execute(
+                    """
+                    SELECT mode, sandbox_date, sandbox_instance_id, ai_mode, status
+                    FROM biz.site_runtime_context
+                    WHERE site_id = %s
+                    """,
+                    (site_id,),
+                )
+            except Exception:
+                if own_conn:
+                    conn.rollback()
+                return _default_context(site_id)
+
+            row = cur.fetchone()
+        if own_conn:
+            conn.commit()
+    finally:
+        if own_conn:
+            conn.close()
+
+    if not row:
+        return _default_context(site_id)
+
+    mode, sandbox_date, sandbox_instance_id, ai_mode, status = row
+    if mode not in (MODE_LIVE, MODE_SANDBOX):
+        mode = MODE_LIVE
+    if mode == MODE_SANDBOX and (sandbox_date is None or not sandbox_instance_id):
+        mode = MODE_LIVE
+
+    return RuntimeContext(
+        site_id=site_id,
+        mode=mode,
+        sandbox_date=sandbox_date,
+        sandbox_instance_id=sandbox_instance_id,
+        ai_mode=ai_mode or AI_MODE_LIVE,
+        status=status or "active",
+    )
+
+
+def namespace_ai_target_id(site_id: int, target_id: str, conn: Any | None = None) -> str:
+    """按当前上下文转换 AI cache target_id。
+
+    前端和调用方继续使用原始 target_id；沙箱命名空间在后端统一处理。
+    """
+    ctx = get_runtime_context(site_id, conn=conn)
+    if not ctx.is_sandbox or not ctx.sandbox_instance_id:
+        return target_id
+    return f"{ctx.sandbox_instance_id}:{target_id}"
+
+
+def task_runtime_filter(
+    site_id: int,
+    *,
+    alias: str = "",
+    conn: Any | None = None,
+) -> tuple[str, list[Any]]:
+    """返回 coach_tasks 等表的运行上下文过滤条件。"""
+    ctx = get_runtime_context(site_id, conn=conn)
+    prefix = f"{alias}." if alias else ""
+    if ctx.is_sandbox and ctx.sandbox_instance_id:
+        return (
+            f" AND {prefix}runtime_mode = %s AND {prefix}sandbox_instance_id = %s",
+            [MODE_SANDBOX, ctx.sandbox_instance_id],
+        )
+    return (
+        f" AND COALESCE({prefix}runtime_mode, 'live') = %s "
+        f"AND COALESCE({prefix}sandbox_instance_id, %s) = %s",
+        [MODE_LIVE, LIVE_INSTANCE_ID, LIVE_INSTANCE_ID],
+    )
+
+
+def runtime_insert_columns(site_id: int, conn: Any | None = None) -> tuple[str, str, list[Any]]:
+    """返回 INSERT SQL 片段：列名、占位符和值。"""
+    ctx = get_runtime_context(site_id, conn=conn)
+    return (
+        "runtime_mode, sandbox_instance_id",
+        "%s, %s",
+        [
+            MODE_SANDBOX if ctx.is_sandbox else MODE_LIVE,
+            ctx.sandbox_instance_id if ctx.is_sandbox else LIVE_INSTANCE_ID,
+        ],
+    )
+
+
+def runtime_update_assignments(site_id: int, conn: Any | None = None) -> tuple[str, list[Any]]:
+    """返回 UPDATE SQL 片段，用于把运行上下文写回已有记录。"""
+    ctx = get_runtime_context(site_id, conn=conn)
+    return (
+        "runtime_mode = %s, sandbox_instance_id = %s",
+        [
+            MODE_SANDBOX if ctx.is_sandbox else MODE_LIVE,
+            ctx.sandbox_instance_id if ctx.is_sandbox else LIVE_INSTANCE_ID,
+        ],
+    )
+
+
+def as_runtime_now_param(site_id: int, conn: Any | None = None) -> datetime:
+    """返回可传给 SQL 的业务当前时间。"""
+    return get_runtime_context(site_id, conn=conn).business_now
+
+
+def as_runtime_today_param(site_id: int, conn: Any | None = None) -> date:
+    """返回可传给 SQL 的业务当前日期。"""
+    return get_runtime_context(site_id, conn=conn).business_date
+
+
+def as_runtime_year_month_param(site_id: int, conn: Any | None = None) -> str:
+    """返回 'YYYY-MM' 形式的业务年月，用于 performance 等月度查询。"""
+    bd = get_runtime_context(site_id, conn=conn).business_date
+    return f"{bd.year:04d}-{bd.month:02d}"
+
+
+def as_runtime_business_now_str(site_id: int, conn: Any | None = None, fmt: str = "%Y-%m-%d %H:%M:%S") -> str:
+    """返回业务当前时间的格式化字符串，用于 AI prompts 中的 current_time。"""
+    return get_runtime_context(site_id, conn=conn).business_now.strftime(fmt)
+
+
+def business_date_upper_bound_sql(
+    site_id: int,
+    *,
+    column: str,
+    alias: str = "",
+    cast: str | None = None,
+    conn: Any | None = None,
+) -> tuple[str, list[Any]]:
+    """返回业务日上界 SQL 片段。
+
+    sandbox 模式下，强制把 ``column`` 限制在业务日及之前（避免读到「未来」数据）。
+    live 模式下返回空片段，不影响任何逻辑。
+
+    cast 用于把 timestamp/timestamptz 列裁剪成日期再比较，例如 ``cast='date'``。
+    """
+    ctx = get_runtime_context(site_id, conn=conn)
+    if not ctx.is_sandbox:
+        return ("", [])
+    prefix = f"{alias}." if alias else ""
+    expr = f"{prefix}{column}"
+    if cast:
+        expr = f"({expr})::{cast}"
+    return (f" AND {expr} <= %s", [ctx.business_date])
+
+
+def apply_runtime_session_vars(conn: Any, ctx: RuntimeContext | None = None, *, site_id: int | None = None) -> None:
+    """在已有数据库连接上设置 ``app.current_business_date`` 等 GUC 变量。
+
+    供 RLS 视图层（C 方案）使用：视图通过 ``current_setting('app.current_business_date', true)``
+    读取业务日，再对事实/维度表做日期上界裁剪。
+
+    无论 live / sandbox 都设置该变量；live 下视图仍按真实 ``CURRENT_DATE`` 行为。
+    """
+    if ctx is None:
+        if site_id is None:
+            raise ValueError("apply_runtime_session_vars 需要 ctx 或 site_id 之一")
+        ctx = get_runtime_context(site_id, conn=conn)
+    bd = ctx.business_date.isoformat()
+    mode = MODE_SANDBOX if ctx.is_sandbox else MODE_LIVE
+    with conn.cursor() as cur:
+        cur.execute(
+            "SELECT set_config('app.current_business_date', %s, true), "
+            "set_config('app.current_runtime_mode', %s, true)",
+            (bd, mode),
+        )

apps/backend/app/services/task_expiry.py

@@ -11,6 +11,7 @@
 import json
 import logging
 
+from app.services.runtime_context import as_runtime_now_param, task_runtime_filter
 from app.trace.decorators import trace_service
 
 logger = logging.getLogger(__name__)
@@ -71,32 +72,42 @@ def run() -> dict:
 
     conn = _get_connection()
     try:
-        # 查询所有已过期的 active 任务
+        # 查询所有已过期的 active 任务。沙箱模式按业务时间判断，并只处理当前运行实例。
+        expired_tasks = []
         with conn.cursor() as cur:
-            cur.execute(
-                """
-                SELECT id, task_type
-                FROM biz.coach_tasks
-                WHERE expires_at IS NOT NULL
-                  AND expires_at < NOW()
-                  AND status = 'active'
-                """
-            )
-            expired_tasks = cur.fetchall()
+            cur.execute("SELECT site_id FROM biz.sites WHERE is_active = true")
+            site_ids = [row[0] for row in cur.fetchall()]
+            for site_id in site_ids:
+                runtime_now = as_runtime_now_param(site_id, conn=conn)
+                runtime_clause, runtime_params = task_runtime_filter(site_id, conn=conn)
+                cur.execute(
+                    f"""
+                    SELECT id, task_type, site_id
+                    FROM biz.coach_tasks
+                    WHERE site_id = %s
+                      {runtime_clause}
+                      AND expires_at IS NOT NULL
+                      AND expires_at < %s
+                      AND status = 'active'
+                    """,
+                    [site_id, *runtime_params, runtime_now],
+                )
+                expired_tasks.extend(cur.fetchall())
         conn.commit()
 
         # 逐条处理，每条独立事务
-        for task_id, task_type in expired_tasks:
+        for task_id, task_type, site_id in expired_tasks:
             try:
+                runtime_now = as_runtime_now_param(site_id, conn=conn)
                 with conn.cursor() as cur:
                     cur.execute("BEGIN")
                     cur.execute(
                         """
                         UPDATE biz.coach_tasks
-                        SET status = 'inactive', updated_at = NOW()
+                        SET status = 'inactive', updated_at = %s
                         WHERE id = %s AND status = 'active'
                         """,
-                        (task_id,),
+                        (runtime_now, task_id),
                     )
                     _insert_history(
                         cur,

apps/backend/app/services/task_generator.py

@@ -41,6 +41,13 @@ from dataclasses import dataclass
 from enum import IntEnum
 
 from app.trace.decorators import trace_service
+from app.services.runtime_context import (
+    LIVE_INSTANCE_ID,
+    MODE_LIVE,
+    MODE_SANDBOX,
+    get_runtime_context,
+    task_runtime_filter,
+)
 
 
 class TaskPriority(IntEnum):
@@ -189,6 +196,14 @@ import logging
 logger = logging.getLogger(__name__)
 
 
+def _runtime_values(conn, site_id: int):
+    """返回当前门店任务写入所需的运行上下文值。"""
+    ctx = get_runtime_context(site_id, conn=conn)
+    mode = MODE_SANDBOX if ctx.is_sandbox else MODE_LIVE
+    instance_id = ctx.sandbox_instance_id if ctx.is_sandbox else LIVE_INSTANCE_ID
+    return ctx, mode, instance_id, ctx.business_now
+
+
 def _get_connection():
     """延迟导入 get_connection，避免纯函数测试时触发模块级导入失败。"""
     from app.database import get_connection
@@ -210,7 +225,10 @@ def run() -> dict:
 
     返回: {"created": int, "replaced": int, "skipped": int, "transferred": int}
     """
+    from datetime import datetime, timezone
+
     stats = {"created": 0, "replaced": 0, "skipped": 0, "transferred": 0}
+    run_started_at = datetime.now(timezone.utc)
 
     conn = _get_connection()
     try:
@@ -265,6 +283,14 @@ def run() -> dict:
             )
         conn.commit()
 
+        # ── 6. 触发 AI 消费事件 — 对本次 run 新建的任务逐个触发 ai_consumption_settled
+        # 仅按 created_at >= run_started_at 过滤（精确锁定本次新建），避免误触发历史任务。
+        # dispatcher 内部按 (event, member_id, site_id, date) 去重，重复触发无害。
+        try:
+            _fire_ai_consumption_events(conn, run_started_at)
+        except Exception:
+            logger.exception("ai_consumption_settled 事件触发失败（不影响任务生成主流程）")
+
     finally:
         conn.close()
 
@@ -278,6 +304,54 @@ def run() -> dict:
     return stats
 
 
+def _fire_ai_consumption_events(conn, run_started_at) -> None:
+    """查询本次 run 新建的任务，对每条 (site_id, member_id, assistant_id) 触发 ai_consumption_settled。
+
+    has_assistant 恒为 True（任务必然绑定助教）。
+    dispatcher 去重确保每 member 每天 AI 链路至多跑一次。
+    """
+    from app.services.trigger_scheduler import fire_event
+
+    with conn.cursor() as cur:
+        cur.execute(
+            """
+            SELECT DISTINCT site_id, member_id, assistant_id
+            FROM biz.coach_tasks
+            WHERE created_at >= %s
+              AND member_id IS NOT NULL
+              AND assistant_id IS NOT NULL
+            """,
+            (run_started_at,),
+        )
+        pairs = cur.fetchall()
+    conn.commit()
+
+    triggered = 0
+    for row in pairs:
+        site_id, member_id, assistant_id = row[0], row[1], row[2]
+        try:
+            fire_event(
+                "ai_consumption_settled",
+                {
+                    "site_id": site_id,
+                    "member_id": member_id,
+                    "assistant_id": assistant_id,
+                    "has_assistant": True,
+                },
+            )
+            triggered += 1
+        except Exception:
+            logger.exception(
+                "触发 ai_consumption_settled 失败: site_id=%s member_id=%s",
+                site_id, member_id,
+            )
+
+    logger.info(
+        "ai_consumption_settled 触发完成: 新建任务去重后 %d 个 member，成功触发 %d 次",
+        len(pairs), triggered,
+    )
+
+
 def _run_for_site(conn, site_id: int, stats: dict) -> None:
     """
     单门店处理流程。
@@ -766,9 +840,10 @@ def _run_transfer_check(
     w_ms = params["transfer_score_w_ms"]
     w_ml = params["transfer_score_w_ml"]
 
-    from datetime import datetime, timezone
+    from app.services.runtime_context import as_runtime_now_param
 
-    now = datetime.now(timezone.utc)
+    # 业务时间锚：sandbox 模式下用 business_now，避免按真实时间把已转移很久的任务再算成候选
+    now = as_runtime_now_param(site_id, conn=conn)
 
     for task_id, from_assistant_id, member_id, task_type, transfer_count, created_at in candidates:
         # CHANGE 2026-03-29 | 用升级倍数判定是否触发转移
@@ -805,9 +880,7 @@ def _run_transfer_check(
             )
             entry_dates = {r[0]: r[1] for r in cur.fetchall()}
 
-        from datetime import datetime, timezone, timedelta
-
-        now = datetime.now(timezone.utc)
+        # 沿用上方 business_now，避免「真实今天」的入驻时间保护
         eligible = []
         for a in pool:
             aid = a["assistant_id"]

apps/backend/app/services/task_manager.py

@@ -37,6 +37,7 @@ from decimal import Decimal
 from fastapi import HTTPException
 
 from app.services import fdw_queries
+from app.services.runtime_context import get_runtime_context, task_runtime_filter
 from app.services.task_generator import compute_heart_icon
 from app.trace.decorators import trace_service
 
@@ -114,15 +115,17 @@ def _verify_task_ownership(
     - 不属于当前助教 → 403
     - required_status 不匹配 → 409
     """
+    runtime_clause, runtime_params = task_runtime_filter(site_id, conn=conn)
     with conn.cursor() as cur:
         cur.execute(
-            """
+            f"""
             SELECT id, task_type, status, is_pinned, abandon_reason,
                    assistant_id, site_id
             FROM biz.coach_tasks
             WHERE id = %s
+            {runtime_clause}
             """,
-            (task_id,),
+            [task_id, *runtime_params],
         )
         row = cur.fetchone()
 
@@ -166,22 +169,24 @@ async def get_task_list(user_id: int, site_id: int) -> list[dict]:
         assistant_id = _get_assistant_id(conn, user_id, site_id)
 
         # 查询有效 + 已放弃任务（abandoned 排最后）
+        runtime_clause, runtime_params = task_runtime_filter(site_id, conn=conn)
         with conn.cursor() as cur:
             cur.execute(
-                """
+                f"""
                 SELECT id, task_type, status, priority_score, is_pinned,
                        expires_at, created_at, member_id, abandon_reason
                 FROM biz.coach_tasks
                 WHERE site_id = %s
                   AND assistant_id = %s
                   AND status IN ('active', 'abandoned')
+                  {runtime_clause}
                 ORDER BY
                     CASE WHEN status = 'abandoned' THEN 1 ELSE 0 END ASC,
                     is_pinned DESC,
                     priority_score DESC NULLS LAST,
                     created_at ASC
                 """,
-                (site_id, assistant_id),
+                [site_id, assistant_id, *runtime_params],
             )
             tasks = cur.fetchall()
         conn.commit()
@@ -605,8 +610,9 @@ async def get_task_list_v2(
         # 构建排除条件：relationship_building + member_id 不在 RS 范围内
         # 当排除列表为空时不加额外条件
         exclude_clause = ""
-        query_params_count: list = [site_id, assistant_id, db_status]
-        query_params_page: list = [site_id, assistant_id, db_status]
+        runtime_clause, runtime_params = task_runtime_filter(site_id, conn=conn)
+        query_params_count: list = [site_id, assistant_id, db_status, *runtime_params]
+        query_params_page: list = [site_id, assistant_id, db_status, *runtime_params]
         if rb_exclude_member_ids:
             exclude_clause = (
                 " AND NOT (task_type = 'relationship_building' AND member_id = ANY(%s))"
@@ -621,6 +627,7 @@ async def get_task_list_v2(
                 SELECT COUNT(*)
                 FROM biz.coach_tasks
                 WHERE site_id = %s AND assistant_id = %s AND status = %s
+                {runtime_clause}
                 {exclude_clause}
                 """,
                 query_params_count,
@@ -636,6 +643,7 @@ async def get_task_list_v2(
                        expires_at, created_at, member_id, abandon_reason
                 FROM biz.coach_tasks
                 WHERE site_id = %s AND assistant_id = %s AND status = %s
+                {runtime_clause}
                 {exclude_clause}
                 ORDER BY is_pinned DESC,
                          priority_score DESC NULLS LAST,
@@ -669,9 +677,11 @@ async def get_task_list_v2(
         recent60d_map: dict[int, dict] = {}
         batch_data: dict | None = None
         try:
+            from app.services.runtime_context import as_runtime_today_param
+            _ref_date = as_runtime_today_param(site_id, conn=conn)
             batch_data = fdw_queries.batch_query_for_task_list(
                 conn, site_id, assistant_id, member_ids,
-                datetime.now().year, datetime.now().month,
+                _ref_date.year, _ref_date.month,
             )
             member_info_map = batch_data["member_info"]
             balance_map = batch_data["balance"]
@@ -685,7 +695,11 @@ async def get_task_list_v2(
         # ── 6. 查询 ai_cache 获取 aiSuggestion（优雅降级） ──
         ai_suggestion_map: dict[int, str] = {}
         try:
-            member_id_strs = [str(mid) for mid in member_ids]
+            runtime_ctx = get_runtime_context(site_id, conn=conn)
+            if runtime_ctx.is_sandbox and runtime_ctx.sandbox_instance_id:
+                member_id_strs = [f"{runtime_ctx.sandbox_instance_id}:{mid}" for mid in member_ids]
+            else:
+                member_id_strs = [str(mid) for mid in member_ids]
             with conn.cursor() as cur:
                 cur.execute(
                     """
@@ -706,7 +720,8 @@ async def get_task_list_v2(
                         result = row[1] if isinstance(row[1], dict) else {}
                         summary = result.get("summary", "")
                         if summary:
-                            ai_suggestion_map[int(target_id_str)] = summary
+                            raw_target = target_id_str.split(":", 1)[-1]
+                            ai_suggestion_map[int(raw_target)] = summary
             conn.commit()
         except Exception:
             logger.warning("查询 ai_cache aiSuggestion 失败", exc_info=True)
@@ -802,8 +817,11 @@ def build_performance_summary(
     当 batch_data 为 None 时（如无任务的空列表场景），回退到独立查询。
     课时/档位/客户数从 monthly_summary（每日更新）取实时数据，
     不再依赖月初结算的 salary_calc。收入仍从 salary_calc 取（如有）。
+
+    CHANGE 2026-05-02 | now 改用 RuntimeContext.business_date，沙箱不读「未来」月份。
     """
-    now = datetime.now()
+    from app.services.runtime_context import as_runtime_today_param
+    now = as_runtime_today_param(site_id, conn=conn)
     year, month = now.year, now.month
 
     if batch_data:
@@ -971,15 +989,17 @@ async def get_task_by_member(
     try:
         assistant_id = _get_assistant_id(conn, user_id, site_id)
 
+        runtime_clause, runtime_params = task_runtime_filter(site_id, conn=conn)
         with conn.cursor() as cur:
             cur.execute(
-                """
+                f"""
                 SELECT id, task_type
                 FROM biz.coach_tasks
                 WHERE site_id = %s AND assistant_id = %s AND member_id = %s
                   AND status = 'active'
+                  {runtime_clause}
                 """,
-                (site_id, assistant_id, member_id),
+                [site_id, assistant_id, member_id, *runtime_params],
             )
             rows = cur.fetchall()
 
@@ -1020,16 +1040,18 @@ async def get_task_detail(
         assistant_id = _get_assistant_id(conn, user_id, site_id)
 
         # ── 1. 查询任务基础信息 ──
+        runtime_clause, runtime_params = task_runtime_filter(site_id, conn=conn)
         with conn.cursor() as cur:
             cur.execute(
-                """
+                f"""
                 SELECT id, task_type, status, priority_score, is_pinned,
                        expires_at, created_at, member_id, abandon_reason,
                        assistant_id, site_id
                 FROM biz.coach_tasks
                 WHERE id = %s
+                {runtime_clause}
                 """,
-                (task_id,),
+                [task_id, *runtime_params],
             )
             row = cur.fetchone()
 
@@ -1090,6 +1112,12 @@ async def get_task_detail(
         # ── 3. 查询维客线索 ──
         retention_clues = []
         try:
+            runtime_ctx = get_runtime_context(site_id, conn=conn)
+            member_target_id = (
+                f"{runtime_ctx.sandbox_instance_id}:{member_id}"
+                if runtime_ctx.is_sandbox and runtime_ctx.sandbox_instance_id
+                else str(member_id)
+            )
             with conn.cursor() as cur:
                 cur.execute(
                     """
@@ -1136,7 +1164,7 @@ async def get_task_detail(
                       AND cache_type IN ('app4_analysis', 'app5_talking_points')
                     ORDER BY created_at DESC
                     """,
-                    (str(member_id), site_id),
+                    (member_target_id, site_id),
                 )
                 seen_types: set[str] = set()
                 for cache_row in cur.fetchall():
@@ -1173,8 +1201,10 @@ async def get_task_detail(
 
         # CHANGE 2026-03-25 | 统计范围：近60天；列表不限
         # 预估规则：当月且日期 ≤ 5号
-        from datetime import date, timedelta
-        today = date.today()
+        # CHANGE 2026-05-02 | today 改用 business_date，沙箱不读「未来」60 天
+        from datetime import timedelta
+        from app.services.runtime_context import as_runtime_today_param
+        today = as_runtime_today_param(site_id, conn=conn)
         cutoff_60d = today - timedelta(days=60)
         is_estimate_month = today.day <= 5
 

apps/backend/app/services/trigger_scheduler.py

@@ -10,7 +10,10 @@
 """
 from __future__ import annotations
 
+import asyncio
+import inspect
 import logging
+import threading
 from datetime import datetime, timedelta, timezone
 from typing import Any, Callable
 
@@ -19,6 +22,34 @@ from app.trace.decorators import trace_service
 logger = logging.getLogger(__name__)
 
 
+def _invoke_handler(handler: Callable, **kwargs: Any) -> Any:
+    """统一调用 handler，自动识别 sync / async。
+
+    - sync handler：直接返回结果
+    - async handler：
+      - 当前线程有 running loop → loop.create_task(coro)，后台异步执行
+      - 当前线程无 running loop → 新起 daemon 线程跑 asyncio.run(coro)，不阻塞调用方
+
+    说明：fire_event / check_scheduled_jobs 是 sync 函数，但部分 handler
+    （如 dispatcher 注册的 AI 事件 handler）是 async def，本包装器保证正确调度。
+    """
+    result = handler(**kwargs)
+    if not inspect.iscoroutine(result):
+        return result
+
+    try:
+        loop = asyncio.get_running_loop()
+        loop.create_task(result)
+        return None
+    except RuntimeError:
+        # 同步线程（无 running loop）：用后台线程异步执行 coroutine，不阻塞调用方
+        threading.Thread(
+            target=lambda coro=result: asyncio.run(coro),
+            daemon=True,
+        ).start()
+        return None
+
+
 def _get_connection():
     """延迟导入 get_connection，避免纯函数测试时触发模块级导入失败。"""
     from app.database import get_connection
@@ -89,7 +120,8 @@ def fire_event(event_name: str, payload: dict[str, Any] | None = None) -> int:
                 continue
             try:
                 # 将 job_id 传入 handler，handler 在最终 commit 前更新 last_run_at
-                handler(payload=payload, job_id=job_id)
+                # async handler 经 _invoke_handler 自动调度
+                _invoke_handler(handler, payload=payload, job_id=job_id)
                 executed += 1
             except Exception:
                 logger.exception("触发器 %s 执行失败", job_name)
@@ -136,7 +168,8 @@ def check_scheduled_jobs() -> int:
                 continue
             try:
                 # cron/interval handler 接受 conn + job_id，在最终 commit 前更新时间戳
-                handler(conn=conn, job_id=job_id)
+                # async handler 经 _invoke_handler 自动调度
+                _invoke_handler(handler, conn=conn, job_id=job_id)
                 # 计算 next_run_at 并更新（在 handler commit 后的新事务中）
                 next_run = _calculate_next_run(trigger_condition, trigger_config)
                 with conn.cursor() as cur:
@@ -276,7 +309,7 @@ def run_job_by_id(job_id: int) -> dict:
             return {"success": False, "message": f"任务 {job_name} 未注册处理器"}
 
         try:
-            handler()
+            _invoke_handler(handler)
             # 更新 last_run_at 和 next_run_at
             next_run = _calculate_next_run(trigger_condition, trigger_config)
             with conn.cursor() as cur: