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/miniprogram/miniprogram/components/ai-float-button/ai-float-button.ts

@@ -20,13 +20,47 @@ Component({
       type: Number,
       value: 200,
     },
+    /**
+     * Phase 2.3：来源页面标识（sourcePage），用于后端注入 page_context。
+     * 取值参考 backend page_context.py 的 SUPPORTED_PAGE_TYPES：
+     * board-finance / board-coach / board-customer / performance / task-list / my-profile 等。
+     * 为空时不传入 chat 页。
+     */
+    sourcePage: {
+      type: String,
+      value: '',
+    },
+    /**
+     * Phase 2.3：页面筛选参数（board-* 页面的 timeDimension/dimension/areaFilter 等），
+     * 将作为 JSON 字符串附加到 url，在 chat 页面解析后随 SSE 请求发给后端。
+     */
+    pageFilters: {
+      type: Object,
+      value: null as Record<string, string> | null,
+    },
   },
 
   methods: {
     onTap() {
       let url = this.data.targetUrl
+      const params: string[] = []
       if (this.data.customerId) {
-        url += `?customerId=${this.data.customerId}`
+        params.push(`customerId=${encodeURIComponent(this.data.customerId)}`)
+      }
+      if (this.data.sourcePage) {
+        params.push(`sourcePage=${encodeURIComponent(this.data.sourcePage)}`)
+      }
+      if (this.data.pageFilters && Object.keys(this.data.pageFilters).length > 0) {
+        try {
+          params.push(
+            `pageFilters=${encodeURIComponent(JSON.stringify(this.data.pageFilters))}`,
+          )
+        } catch {
+          // 非法 filters 忽略，不影响跳转
+        }
+      }
+      if (params.length > 0) {
+        url += (url.includes('?') ? '&' : '?') + params.join('&')
       }
       wx.navigateTo({
         url,

apps/miniprogram/miniprogram/pages/board-finance/board-finance.wxml

@@ -203,6 +203,8 @@
       <!-- AI 洞察 -->
       <!-- CHANGE 2026-03-12 | intent: H5 原型使用 SVG 机器人图标，不可用 emoji 替代；规范要求内联 SVG 导出为文件用 image 引用 -->
       <!-- CHANGE 2026-03-21 | P13 T6.1: AI 洞察改为动态渲染，移除硬编码文案 -->
+      <!-- CHANGE 2026-04-22 | AI 洞察改版：两段式（dim标题 + 正文），第3条起省略为1行，加"查看全部"按钮 + 覆盖大弹窗 -->
+      <!-- CHANGE 2026-04-22 seq11/12 置顶：AI 洞察区首屏为"本期总结"（健康度 + 跟踪），下方为明细 -->
       <view class="ai-insight-section">
         <view class="ai-insight-header">
           <view class="ai-insight-icon">
@@ -210,11 +212,108 @@
           </view>
           <text class="ai-insight-title">AI 智能洞察</text>
         </view>
-        <view class="ai-insight-body" wx:if="{{aiInsights.length > 0}}">
-          <text class="ai-insight-line" wx:for="{{aiInsights}}" wx:key="index"><text class="ai-insight-dim">{{item.icon}} </text>{{item.text}}</text>
+
+        <!-- 本期总结卡片：seq11(健康度评级) + seq12(跟踪指标) -->
+        <view class="ai-summary-card ai-summary-card--{{summaryLightType || 'neutral'}}" wx:if="{{aiInsightSummary.evaluation || aiInsightSummary.tracking}}">
+          <view class="ai-summary-head">
+            <view class="ai-summary-badge ai-summary-badge--{{summaryLightType || 'neutral'}}" wx:if="{{summaryLightLabel}}">
+              <text>{{summaryLightLabel}}</text>
+            </view>
+            <text class="ai-summary-head-title">本期总结</text>
+          </view>
+          <!-- 2026-04-22 v4：evaluation title 与顶部徽章语义重复，隐藏 title 仅展示 body -->
+          <view class="ai-summary-block" wx:if="{{aiInsightSummary.evaluation}}">
+            <view class="ai-summary-block-body ai-summary-block-body-clamp">
+              <text wx:for="{{aiInsightSummary.evaluation.bodySegs}}" wx:key="index" wx:for-item="seg" class="md-seg {{seg.bold ? 'md-bold' : ''}} {{seg.italic ? 'md-italic' : ''}}">{{seg.text}}</text>
+            </view>
+          </view>
+          <view class="ai-summary-divider" wx:if="{{aiInsightSummary.evaluation && aiInsightSummary.tracking}}"></view>
+          <view class="ai-summary-block ai-summary-block--tracking" wx:if="{{aiInsightSummary.tracking}}">
+            <text class="ai-summary-block-title">⏰ {{aiInsightSummary.tracking.title}}</text>
+            <view class="ai-summary-block-body ai-summary-block-body-clamp">
+              <text wx:for="{{aiInsightSummary.tracking.bodySegs}}" wx:key="index" wx:for-item="seg" class="md-seg {{seg.bold ? 'md-bold' : ''}} {{seg.italic ? 'md-italic' : ''}}">{{seg.text}}</text>
+            </view>
+          </view>
         </view>
-        <view class="ai-insight-body" wx:else>
-          <text class="ai-insight-line ai-insight-dim">暂无洞察数据</text>
+
+        <view class="ai-insight-body" wx:if="{{aiInsightDetails.length > 0}}">
+          <view class="ai-insight-details-label" wx:if="{{aiInsightSummary.evaluation || aiInsightSummary.tracking}}">
+            <text class="ai-insight-details-label-text">分板块明细洞察 · 仅展示前 3 条</text>
+          </view>
+          <!-- 2026-04-22 v3：seq 1/2/3 统一展示"标题 + 单行省略正文"，详情看弹窗 -->
+          <block wx:for="{{aiInsightDetails}}" wx:key="index" wx:if="{{index < 3}}">
+            <view class="ai-insight-item">
+              <view class="ai-insight-item-title">
+                <text class="ai-insight-item-seq">{{index + 1}}</text>
+                <text class="ai-insight-item-name">{{item.title}}</text>
+              </view>
+              <view class="ai-insight-item-body ai-insight-item-body-ellipsis">
+                <text wx:for="{{item.bodySegs}}" wx:key="index" wx:for-item="seg" class="md-seg {{seg.bold ? 'md-bold' : ''}} {{seg.italic ? 'md-italic' : ''}}">{{seg.text}}</text>
+              </view>
+            </view>
+          </block>
+          <!-- 2026-04-22 v3：只要有洞察就显示"查看全部"按钮，引导进弹窗看完整内容 -->
+          <view class="ai-insight-more" wx:if="{{aiInsightDetails.length > 0 || aiInsightSummary.evaluation}}" bindtap="openAllInsights" hover-class="ai-insight-more-hover">
+            <text class="ai-insight-more-text">查看全部 AI 洞察 ›</text>
+          </view>
+        </view>
+        <view class="ai-insight-body" wx:elif="{{!aiInsightSummary.evaluation && !aiInsightSummary.tracking}}">
+          <view class="ai-insight-item-body ai-insight-dim">暂无洞察数据</view>
+        </view>
+      </view>
+
+      <!-- AI 洞察全部查看弹窗：覆盖除底部 tab 外整个页面；header / 可滚动 body / 底部通栏按钮 -->
+      <view class="ai-modal-mask" wx:if="{{aiInsightsModalVisible}}" bindtap="closeAllInsights" catchtouchmove="_noop">
+        <view class="ai-modal" catchtap="_noop">
+          <view class="ai-modal-header">
+            <view class="ai-modal-title-wrap">
+              <view class="ai-insight-icon">
+                <image src="/assets/icons/ai-robot.svg" mode="aspectFit" class="ai-insight-icon-img" />
+              </view>
+              <text class="ai-modal-title">AI 智能洞察 · 共 {{aiInsights.length}} 条</text>
+            </view>
+            <view class="ai-modal-close" bindtap="closeAllInsights" hover-class="ai-modal-close-hover">
+              <text class="ai-modal-close-icon">✕</text>
+            </view>
+          </view>
+          <scroll-view scroll-y="{{true}}" class="ai-modal-body" enhanced="{{true}}" show-scrollbar="{{false}}" bounces="{{true}}">
+            <!-- 弹窗顶部：本期总结（seq11+seq12）- 同款 summary-card -->
+            <view class="ai-summary-card ai-summary-card--{{summaryLightType || 'neutral'}} ai-summary-card--modal" wx:if="{{aiInsightSummary.evaluation || aiInsightSummary.tracking}}">
+              <view class="ai-summary-head">
+                <view class="ai-summary-badge ai-summary-badge--{{summaryLightType || 'neutral'}}" wx:if="{{summaryLightLabel}}">
+                  <text>{{summaryLightLabel}}</text>
+                </view>
+                <text class="ai-summary-head-title">本期总结</text>
+              </view>
+              <view class="ai-summary-block" wx:if="{{aiInsightSummary.evaluation}}">
+                <view class="ai-summary-block-body">
+                  <text wx:for="{{aiInsightSummary.evaluation.bodySegs}}" wx:key="index" wx:for-item="seg" class="md-seg {{seg.bold ? 'md-bold' : ''}} {{seg.italic ? 'md-italic' : ''}}">{{seg.text}}</text>
+                </view>
+              </view>
+              <view class="ai-summary-divider" wx:if="{{aiInsightSummary.evaluation && aiInsightSummary.tracking}}"></view>
+              <view class="ai-summary-block ai-summary-block--tracking" wx:if="{{aiInsightSummary.tracking}}">
+                <text class="ai-summary-block-title">⏰ {{aiInsightSummary.tracking.title}}</text>
+                <view class="ai-summary-block-body">
+                  <text wx:for="{{aiInsightSummary.tracking.bodySegs}}" wx:key="index" wx:for-item="seg" class="md-seg {{seg.bold ? 'md-bold' : ''}} {{seg.italic ? 'md-italic' : ''}}">{{seg.text}}</text>
+                </view>
+              </view>
+            </view>
+
+            <view class="ai-modal-details-label" wx:if="{{(aiInsightSummary.evaluation || aiInsightSummary.tracking) && aiInsightDetails.length > 0}}">
+              <text class="ai-modal-details-label-text">分板块明细洞察</text>
+            </view>
+            <view class="ai-modal-item" wx:for="{{aiInsightDetails}}" wx:key="index">
+              <view class="ai-modal-item-title">
+                <text class="ai-modal-item-seq">{{index + 1}}</text>
+                <text class="ai-modal-item-name">{{item.title}}</text>
+              </view>
+              <view class="ai-modal-item-body">
+                <text wx:for="{{item.bodySegs}}" wx:key="index" wx:for-item="seg" class="md-seg {{seg.bold ? 'md-bold' : ''}} {{seg.italic ? 'md-italic' : ''}}">{{seg.text}}</text>
+              </view>
+            </view>
+            <view class="ai-modal-footer-space"></view>
+          </scroll-view>
+          <view class="ai-modal-footer" bindtap="closeAllInsights" hover-class="ai-modal-footer-hover">关闭</view>
         </view>
       </view>
     </view>

apps/miniprogram/miniprogram/pages/board-finance/board-finance.wxss

@@ -492,7 +492,7 @@ AI_CHANGELOG
   display: flex;
   align-items: center;
   gap: 14rpx;
-  margin-bottom: 22rpx;
+  margin-bottom: 30rpx;
 }
 
 /* CHANGE 2026-03-12 | intent: H5 原型 AI 图标为 SVG 机器人（24×24 → 42rpx），不可用 emoji 替代 */
@@ -545,6 +545,357 @@ AI_CHANGELOG
   color: rgba(255, 255, 255, 0.85);
 }
 
+/* CHANGE 2026-04-22 v2 | AI 洞察列表项：与弹窗同款（序号徽章 + 标题 + 缩进正文） */
+.ai-insight-item {
+  padding: 6rpx 0 10rpx 0;
+}
+
+.ai-insight-item-title {
+  display: flex;
+  align-items: center;
+  gap: 12rpx;
+  margin-bottom: 8rpx;
+}
+
+.ai-insight-item-seq {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-width: 32rpx;
+  height: 32rpx;
+  padding: 0 8rpx;
+  border-radius: 10rpx;
+  background: linear-gradient(135deg, #667eea, #764ba2);
+  color: #fff;
+  font-size: 20rpx;
+  font-weight: 600;
+}
+
+.ai-insight-item-name {
+  font-size: 26rpx;
+  font-weight: 600;
+  color: rgba(255, 255, 255, 0.95);
+  flex: 1;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.ai-insight-item-body {
+  display: block;
+  font-size: 24rpx;
+  line-height: 36rpx;
+  color: rgba(255, 255, 255, 0.78);
+  text-indent: 48rpx;
+}
+
+.ai-insight-item-body-ellipsis {
+  display: -webkit-box;
+  -webkit-box-orient: vertical;
+  -webkit-line-clamp: 1;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+
+/* ===== 2026-04-22 seq11/12 置顶：本期总结（轻量版） ===== */
+/* 不用卡片容器，直接嵌入 AI 洞察区，用彩色小点 + 淡分隔区分层级 */
+.ai-summary-card {
+  margin: 0 24rpx 18rpx 0;
+  padding: 0 0 18rpx 0;
+  border-bottom: 2rpx dashed rgba(255, 255, 255, 0.1);
+}
+
+.ai-summary-card--modal {
+  margin: 0 0 14rpx 0;
+}
+
+/* 去掉左侧彩条，保留类名备用（无样式即不渲染） */
+.ai-summary-card--green,
+.ai-summary-card--yellow,
+.ai-summary-card--red,
+.ai-summary-card--neutral {
+  background: transparent;
+}
+
+.ai-summary-head {
+  display: flex;
+  align-items: baseline;       /* 徽章与"本期总结"按文字基线对齐（字号不同时看起来贴底） */
+  gap: 10rpx;
+  margin-bottom: 14rpx;
+}
+
+/* 徽章：去胶囊底，纯色粗字强调三色灯级别 */
+.ai-summary-badge {
+  display: inline-flex;
+  align-items: center;
+  font-size: 30rpx;
+  font-weight: 700;
+  letter-spacing: 1rpx;
+  padding: 0;
+  background: transparent !important;
+  box-shadow: none !important;
+}
+
+.ai-summary-badge--green { color: #4ade80; }
+.ai-summary-badge--yellow { color: #facc15; }
+.ai-summary-badge--red { color: #f87171; }
+.ai-summary-badge--neutral { color: rgba(255, 255, 255, 0.6); }
+
+.ai-summary-head-title {
+  font-size: 22rpx;
+  font-weight: 400;
+  color: rgba(255, 255, 255, 0.5);
+  letter-spacing: 1rpx;
+}
+
+.ai-summary-block {
+  display: flex;
+  flex-direction: column;
+  gap: 6rpx;
+}
+
+.ai-summary-block-title {
+  font-size: 25rpx;
+  font-weight: 600;
+  color: rgba(255, 255, 255, 0.88);
+  line-height: 36rpx;
+}
+
+.ai-summary-block-body {
+  font-size: 24rpx;
+  line-height: 36rpx;
+  color: rgba(255, 255, 255, 0.72);
+}
+
+/* 2026-04-22 v3：总结区 body 2 行省略，突出要点 */
+.ai-summary-block-body-clamp {
+  display: -webkit-box;
+  -webkit-box-orient: vertical;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+
+.ai-summary-block--tracking {
+  margin-top: 14rpx;
+}
+.ai-summary-block--tracking .ai-summary-block-title {
+  color: rgba(251, 191, 36, 0.85);
+  font-weight: 500;
+}
+
+.ai-summary-divider {
+  display: none;
+}
+
+/* "分板块明细洞察"分组标签 */
+.ai-insight-details-label {
+  padding: 2rpx 0 12rpx 0;
+}
+
+.ai-insight-details-label-text {
+  font-size: 20rpx;
+  color: rgba(255, 255, 255, 0.42);
+  letter-spacing: 1rpx;
+}
+
+.ai-modal-details-label {
+  padding: 6rpx 0 8rpx 0;
+  margin-bottom: 4rpx;
+}
+
+.ai-modal-details-label-text {
+  font-size: 20rpx;
+  color: rgba(255, 255, 255, 0.42);
+  letter-spacing: 1rpx;
+}
+
+/* 2026-04-22 小程序 Markdown 内联样式：**加粗** / *倾斜* */
+.md-seg {
+  display: inline;
+}
+
+.md-bold {
+  font-weight: 700;
+  color: rgba(255, 255, 255, 0.98);
+}
+
+.md-italic {
+  font-style: italic;
+}
+
+/* 加粗同时倾斜时组合生效（class 拼接即可） */
+
+/* CHANGE 2026-04-22 v2 | "查看全部" 按钮居中 */
+.ai-insight-more {
+  margin: 10rpx 24rpx 0 0;
+  padding: 18rpx 24rpx;
+  text-align: center;
+  color: rgba(255, 255, 255, 0.88);
+  font-size: 26rpx;
+  background: rgba(255, 255, 255, 0.06);
+  border-radius: 12rpx;
+}
+
+.ai-insight-more-hover {
+  background: rgba(255, 255, 255, 0.12);
+}
+
+.ai-insight-more-text {
+  letter-spacing: 1rpx;
+}
+
+/* CHANGE 2026-04-22 | AI 全部洞察弹窗：覆盖除底部 tab 外整个页面 */
+.ai-modal-mask {
+  position: fixed;
+  top: 0;
+  left: 0;
+  right: 0;
+  bottom: 110rpx;              /* 避让自定义 tabBar 约 110rpx */
+  bottom: calc(110rpx + env(safe-area-inset-bottom));
+  background: rgba(0, 0, 0, 0.55);
+  z-index: 9998;
+  display: flex;
+  flex-direction: column;
+  justify-content: flex-end;
+}
+
+/* 2026-04-22 v5：fixed top+bottom 固定高（scroll-view 在 flex max-height 里渲染溢出，放弃 auto 高度） */
+.ai-modal {
+  position: fixed;
+  left: 24rpx;
+  right: 24rpx;
+  top: 40rpx;
+  bottom: calc(150rpx + env(safe-area-inset-bottom));   /* 110rpx tab + 40rpx 留白 */
+  background: #2e2e2e;
+  border-radius: 24rpx;
+  display: flex;
+  flex-direction: column;
+  overflow: hidden;
+  box-shadow: 0 12rpx 48rpx rgba(0, 0, 0, 0.45);
+  z-index: 9999;
+}
+
+.ai-modal-header {
+  flex-shrink: 0;
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 28rpx 28rpx 20rpx 28rpx;
+  border-bottom: 2rpx solid rgba(255, 255, 255, 0.08);
+}
+
+.ai-modal-title-wrap {
+  display: flex;
+  align-items: center;
+  gap: 14rpx;
+  flex: 1;
+  min-width: 0;
+}
+
+.ai-modal-title {
+  font-size: 28rpx;
+  font-weight: 600;
+  color: rgba(255, 255, 255, 0.95);
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.ai-modal-close {
+  width: 52rpx;
+  height: 52rpx;
+  border-radius: 50%;
+  background: rgba(255, 255, 255, 0.08);
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  margin-left: 16rpx;
+}
+
+.ai-modal-close-hover {
+  background: rgba(255, 255, 255, 0.18);
+}
+
+.ai-modal-close-icon {
+  font-size: 28rpx;
+  color: rgba(255, 255, 255, 0.85);
+  line-height: 28rpx;
+}
+
+.ai-modal-body {
+  /* 2026-04-22 v5：modal 固定高度后 flex:1 1 0 分配剩余空间给 scroll-view */
+  flex: 1 1 0;
+  min-height: 0;
+  padding: 20rpx 28rpx 12rpx 28rpx;
+  box-sizing: border-box;
+}
+
+.ai-modal-item {
+  padding: 22rpx 0 22rpx 0;
+  border-bottom: 2rpx dashed rgba(255, 255, 255, 0.1);
+}
+
+.ai-modal-item:last-of-type {
+  border-bottom: none;
+}
+
+.ai-modal-item-title {
+  display: flex;
+  align-items: center;
+  gap: 12rpx;
+  margin-bottom: 10rpx;
+}
+
+.ai-modal-item-seq {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-width: 36rpx;
+  height: 36rpx;
+  padding: 0 10rpx;
+  border-radius: 18rpx;
+  background: linear-gradient(135deg, #667eea, #764ba2);
+  color: #fff;
+  font-size: 22rpx;
+  font-weight: 600;
+}
+
+.ai-modal-item-name {
+  font-size: 28rpx;
+  font-weight: 600;
+  color: rgba(255, 255, 255, 0.95);
+  flex: 1;
+}
+
+.ai-modal-item-body {
+  display: block;
+  font-size: 26rpx;
+  line-height: 40rpx;
+  color: rgba(255, 255, 255, 0.78);
+  text-indent: 48rpx;          /* 首行缩进，和 seq 徽章对齐阅读感 */
+}
+
+.ai-modal-footer-space {
+  height: 24rpx;
+}
+
+/* 2026-04-22 v3 | 弹窗底部整块作为关闭按钮：固定高度 100rpx，贯通整宽 */
+.ai-modal-footer {
+  flex-shrink: 0;
+  height: 100rpx;
+  line-height: 100rpx;
+  text-align: center;
+  font-size: 30rpx;
+  font-weight: 500;
+  color: #fff;
+  background: linear-gradient(135deg, #667eea, #764ba2);
+  letter-spacing: 8rpx;
+}
+
+.ai-modal-footer-hover {
+  opacity: 0.82;
+}
+
 /* ===== 通用表格边框容器 ===== */
 .table-bordered {
   border: 2rpx solid #e7e7e7;

apps/miniprogram/miniprogram/pages/chat/chat.ts

@@ -198,6 +198,12 @@ Page({
   /** 最后一次发送的用户消息内容（用于重试） */
   _lastUserContent: '',
 
+  /** SSE 断线重试次数 */
+  _sseRetryCount: 0,
+
+  /** SSE 最大自动重试次数 */
+  _SSE_MAX_RETRY: 2,
+
   onShow() {
     // 权限守卫：检查登录状态、账号禁用、角色权限
     checkPageAccess('pages/chat/chat')
@@ -227,10 +233,27 @@ Page({
       this.loadMessagesByContext('coach', options.coachId)
     } else if (options?.sourcePage) {
       // 看板类入口：保存来源页面和筛选参数
-      const filterKeys = ['timeDimension', 'areaFilter', 'dimension', 'typeFilter', 'projectFilter']
+      // Phase 2.3：优先解析 options.pageFilters（ai-float-button 传入的 JSON 字符串），
+      // 回退到单独键（旧入口兼容：timeDimension / areaFilter 等）
       const pageFilters: Record<string, string> = {}
-      for (const key of filterKeys) {
-        if (options[key]) pageFilters[key] = options[key]
+      if (options.pageFilters) {
+        try {
+          const parsed = JSON.parse(decodeURIComponent(options.pageFilters))
+          if (parsed && typeof parsed === 'object') {
+            for (const k of Object.keys(parsed)) {
+              const v = parsed[k]
+              if (v != null) pageFilters[k] = String(v)
+            }
+          }
+        } catch {
+          // JSON 解析失败忽略，回退到单键读取
+        }
+      }
+      if (Object.keys(pageFilters).length === 0) {
+        const filterKeys = ['timeDimension', 'areaFilter', 'dimension', 'typeFilter', 'projectFilter']
+        for (const key of filterKeys) {
+          if (options[key]) pageFilters[key] = options[key]
+        }
       }
       this.setData({ sourcePage: options.sourcePage, pageFilters })
       this.loadMessagesByContext(options.sourcePage, '')
@@ -418,6 +441,7 @@ Page({
       },
       // onDone: 流结束，更新消息 ID 和时间
       (messageId: number, createdAt: string) => {
+        this._sseRetryCount = 0
         this.setData({
           [`messages[${aiIndex}].id`]: String(messageId),
           [`messages[${aiIndex}].timestamp`]: createdAt,
@@ -477,8 +501,20 @@ Page({
         }
       },
       fail: () => {
-        // 网络错误或连接中断
-        if (this.data.isStreaming) {
+        // 网络错误或连接中断：无内容时指数退避重连
+        this._sseTask = null
+        if (!this.data.isStreaming) return
+        if (fullContent === '' && this._sseRetryCount < this._SSE_MAX_RETRY) {
+          this._sseRetryCount++
+          const delay = (2 ** this._sseRetryCount) * 1000
+          wx.showToast({ title: `重连中 ${this._sseRetryCount}/${this._SSE_MAX_RETRY}...`, icon: 'loading', duration: delay })
+          this.setData({
+            messages: this.data.messages.slice(0, aiIndex),
+            isStreaming: false,
+            streamingContent: '',
+          })
+          setTimeout(() => { this.triggerAIReply(chatId, content) }, delay)
+        } else {
           const errorContent = fullContent || '连接中断，请重试'
           this.setData({
             [`messages[${aiIndex}].content`]: errorContent,
@@ -487,7 +523,6 @@ Page({
           })
           wx.showToast({ title: '连接中断', icon: 'none', duration: 3000 })
         }
-        this._sseTask = null
       },
     } as WechatMiniprogram.RequestOption)
 
@@ -509,4 +544,19 @@ Page({
       }, 50)
     }, 50)
   },
+
+  /** 点击引用卡片：跳转到对应详情页（Phase 2.1） */
+  onRefCardTap(e: WechatMiniprogram.BaseEvent & { currentTarget: { dataset: { link?: string } } }) {
+    const link = e.currentTarget?.dataset?.link
+    if (!link || typeof link !== 'string') {
+      return
+    }
+    wx.navigateTo({
+      url: link,
+      fail: (err) => {
+        console.error('跳转引用详情失败', err)
+        wx.showToast({ title: '跳转失败', icon: 'none' })
+      },
+    })
+  },
 })

apps/miniprogram/miniprogram/pages/chat/chat.wxml

@@ -92,13 +92,18 @@
             <text class="bubble-text">{{item.content}}</text>
           </view>
           <!-- AI 侧引用卡片（后端 referenceCard 附加在 assistant 回复中）-->
-          <view class="inline-ref-card inline-ref-card--assistant" wx:if="{{item.referenceCard}}">
+          <view
+            class="inline-ref-card inline-ref-card--assistant {{item.referenceCard.link ? 'inline-ref-card--link' : ''}}"
+            wx:if="{{item.referenceCard}}"
+            data-link="{{item.referenceCard.link}}"
+            bindtap="onRefCardTap"
+          >
             <view class="inline-ref-header">
-              <text class="inline-ref-type">{{item.referenceCard.type === 'customer' ? '👤 客户' : '📋 记录'}}</text>
+              <text class="inline-ref-type">{{item.referenceCard.type === 'customer' ? '👤 客户' : item.referenceCard.type === 'assistant' ? '🧑\u200d🏫 助教' : item.referenceCard.type === 'task' ? '📋 任务' : '📋 记录'}}</text>
               <text class="inline-ref-title">{{fmt.safe(item.referenceCard.title)}}</text>
             </view>
             <text class="inline-ref-summary">{{fmt.safe(item.referenceCard.summary)}}</text>
-            <view class="inline-ref-data">
+            <view class="inline-ref-data" wx:if="{{item.referenceCard.dataList.length > 0}}">
               <view class="ref-data-item" wx:for="{{item.referenceCard.dataList}}" wx:for-item="entry" wx:key="key">
                 <text class="ref-data-key">{{fmt.safe(entry.key)}}</text>
                 <text class="ref-data-value">{{fmt.safe(entry.value)}}</text>

apps/miniprogram/miniprogram/pages/customer-detail/customer-detail.ts

@@ -4,7 +4,7 @@
 | 2026-03-23 | 角色路由+页面权限守卫 | onShow 添加 checkPageAccess 权限守卫 |
 */
 import { checkPageAccess } from '../../utils/auth-guard'
-import { fetchCustomerDetail } from '../../services/api'
+import { fetchCustomerDetail, fetchAICache } from '../../services/api'
 
 interface ConsumptionRecord {
   id: string
@@ -132,6 +132,7 @@ Page({
         }
       }
       this.setData({ pageState: 'normal' })
+      if (id) this._loadAIInsight(id)
     } catch (e) {
       console.error('[customer-detail] loadDetail 失败:', e)
       this.setData({ pageState: 'error' })
@@ -140,6 +141,23 @@ Page({
     }
   },
 
+  async _loadAIInsight(memberId: string) {
+    const cache = await fetchAICache('app7_customer_analysis', memberId)
+    if (!cache?.result_json) return
+    const rj = cache.result_json as any
+    const COLORS = ['blue', 'indigo', 'purple', 'red', 'orange', 'yellow'] as const
+    const strategies = Array.isArray(rj.strategies)
+      ? rj.strategies.map((s: any, i: number) => ({
+          color: COLORS[i % COLORS.length],
+          text: s.title || s.text || '',
+        }))
+      : []
+    this.setData({
+      'aiInsight.summary': rj.summary || '',
+      'aiInsight.strategies': strategies,
+    })
+  },
+
   onRetry() {
     const id = this.data.detail?.id || ''
     this.loadDetail(id)

apps/miniprogram/miniprogram/pages/customer-records/customer-records.ts

@@ -5,6 +5,8 @@
 */
 import { checkPageAccess } from '../../utils/auth-guard'
 import { fetchCustomerConsumptionRecords } from '../../services/api'
+// CHANGE 2026-05-02 | 业务时钟：sandbox 模式下用 business_year/month 替代 new Date()
+import { getBusinessClock } from '../../utils/runtime-clock'
 
 Page({
   data: {
@@ -38,11 +40,12 @@ Page({
     monthLoading: false,
   },
 
-  onLoad(options) {
+  async onLoad(options) {
     const id = options?.customerId || options?.id || ''
-    const now = new Date()
-    const currentYear = now.getFullYear()
-    const currentMonth = now.getMonth() + 1
+    // CHANGE 2026-05-02 | 默认当前年月走业务时钟，sandbox 模式按 sandbox_date 显示
+    const clock = await getBusinessClock()
+    const currentYear = clock.business_year
+    const currentMonth = clock.business_month
     this.setData({
       customerId: id,
       currentYear,

apps/miniprogram/miniprogram/pages/customer-service-records/customer-service-records.ts

@@ -5,6 +5,8 @@
 | 2026-03-27 | 任务A 前端改造 | 修复数据转换（duration/income/timeRange/table/recordType），去掉 loadCustomerInfo 改从 records 响应取客户信息，新增 monthIncome 展示 |
 */
 import { checkPageAccess } from '../../utils/auth-guard'
+// CHANGE 2026-05-02 | 业务时钟：sandbox 模式下用 business_year/month 替代 new Date()
+import { getBusinessClock } from '../../utils/runtime-clock'
 // CHANGE 2026-03-27 | 任务A A5: 去掉 fetchCustomerDetail，客户信息从 fetchCustomerRecords 响应中获取
 import { fetchCustomerRecords } from '../../services/api'
 import { formatCount } from '../../utils/money'
@@ -86,12 +88,12 @@ Page({
     monthLoading: false,
   },
 
-  onLoad(options) {
+  async onLoad(options) {
     const id = options?.customerId || options?.id || ''
-    // 默认当前年月
-    const now = new Date()
-    const currentYear = now.getFullYear()
-    const currentMonth = now.getMonth() + 1
+    // CHANGE 2026-05-02 | 默认当前年月走业务时钟，sandbox 模式按 sandbox_date 显示
+    const clock = await getBusinessClock()
+    const currentYear = clock.business_year
+    const currentMonth = clock.business_month
     this.setData({
       customerId: id,
       currentYear,

apps/miniprogram/miniprogram/pages/performance-records/performance-records.ts

@@ -11,6 +11,8 @@ import { nameToAvatarColor } from '../../utils/avatar-color'
 import { formatMoney, formatCount } from '../../utils/money'
 import { formatHours } from '../../utils/time'
 import { API_BASE } from '../../utils/config'
+// CHANGE 2026-05-02 | 业务时钟：sandbox 模式下用 business_year/month 替代 new Date()
+import { getBusinessClock } from '../../utils/runtime-clock'
 
 /** 中文课程类型 → 英文 CSS key（WXSS 不支持中文类名） */
 const COURSE_TAG_MAP: Record<string, string> = {
@@ -58,7 +60,7 @@ Page({
     coachRole: '',
     storeName: '',
 
-    /** 月份切换 */
+    /** 月份切换（onLoad 中改写为业务时钟当前年月） */
     currentYear: new Date().getFullYear(),
     currentMonth: new Date().getMonth() + 1,
     monthLabel: '',
@@ -83,12 +85,13 @@ Page({
     hasMore: false,
   },
 
-  onLoad() {
-    const now = new Date()
+  async onLoad() {
+    // CHANGE 2026-05-02 | 用业务时钟初始化年月，sandbox 模式按 sandbox_date 显示
+    const clock = await getBusinessClock()
     this.setData({
-      currentYear: now.getFullYear(),
-      currentMonth: now.getMonth() + 1,
-      monthLabel: `${now.getFullYear()}年${now.getMonth() + 1}月`,
+      currentYear: clock.business_year,
+      currentMonth: clock.business_month,
+      monthLabel: `${clock.business_year}年${clock.business_month}月`,
     })
     this.loadBanner()
     this.loadData()
@@ -140,11 +143,13 @@ Page({
     wx.showLoading({ title: '加载中...', mask: true })
 
     // 预估规则：当月且当前日期 ≤ 5号（全小程序统一）
-    const now = new Date()
+    // CHANGE 2026-05-02 | 用业务时钟，sandbox 模式按 sandbox_date 判断
+    const clock = await getBusinessClock()
     const { currentYear, currentMonth } = this.data
-    const isCurrentMonth = currentYear === now.getFullYear()
-      && currentMonth === now.getMonth() + 1
-      && now.getDate() <= 5
+    const businessDay = parseInt(clock.business_date.slice(8, 10), 10) || 1
+    const isCurrentMonth = currentYear === clock.business_year
+      && currentMonth === clock.business_month
+      && businessDay <= 5
 
     try {
       const res = await fetchPerformanceRecords({
@@ -243,7 +248,7 @@ Page({
   },
 
   /** 切换月份 */
-  switchMonth(e: WechatMiniprogram.TouchEvent) {
+  async switchMonth(e: WechatMiniprogram.TouchEvent) {
     const direction = e.currentTarget.dataset.direction as 'prev' | 'next'
     let { currentYear, currentMonth } = this.data
 
@@ -255,11 +260,13 @@ Page({
       if (currentMonth > 12) { currentMonth = 1; currentYear++ }
     }
 
-    const now = new Date()
-    const nowYear = now.getFullYear()
-    const nowMonth = now.getMonth() + 1
+    // CHANGE 2026-05-02 | 用业务时钟，sandbox 模式下不允许"翻到 sandbox_date 之后"
+    const clock = await getBusinessClock()
+    const nowYear = clock.business_year
+    const nowMonth = clock.business_month
+    const businessDay = parseInt(clock.business_date.slice(8, 10), 10) || 1
     const canGoNext = currentYear < nowYear || (currentYear === nowYear && currentMonth < nowMonth)
-    const isCurrentMonth = currentYear === nowYear && currentMonth === nowMonth && now.getDate() <= 5
+    const isCurrentMonth = currentYear === nowYear && currentMonth === nowMonth && businessDay <= 5
 
     // 月份切换重置分页到第 1 页
     this.setData({

apps/miniprogram/miniprogram/pages/performance/performance.ts

@@ -10,6 +10,8 @@ import { fetchMe, fetchPerformanceOverview } from '../../services/api'
 import { nameToAvatarColor } from '../../utils/avatar-color'
 // CHANGE 2026-03-27 | 头像：需要 API_BASE 构建头像完整 URL
 import { API_BASE } from '../../utils/config'
+// CHANGE 2026-05-02 | 业务时钟：sandbox 模式下用 business_year/month 替代 new Date()
+import { getBusinessClock } from '../../utils/runtime-clock'
 
 /** 中文课程类型 → 英文 CSS key（WXSS 不支持中文类名） */
 const COURSE_TAG_MAP: Record<string, string> = {
@@ -118,15 +120,16 @@ Page({
     this.setData({ pageState: 'loading' })
     wx.showLoading({ title: '加载中...', mask: true })
 
-    // G2：当月预估判断
-    const now = new Date()
-    const nowYear = now.getFullYear()
-    const nowMonth = now.getMonth() + 1
+    // CHANGE 2026-05-02 | G2 当月预估判断改用业务时钟（sandbox 模式按 sandbox_date 判断）
+    const clock = await getBusinessClock()
+    const nowYear = clock.business_year
+    const nowMonth = clock.business_month
+    const businessDay = parseInt(clock.business_date.slice(8, 10), 10) || 1
     // TODO: 联调时从接口参数或页面参数获取 year/month
     const year = nowYear
     const month = nowMonth
     // CHANGE 2026-03-24 | 预估规则：当月且当前日期 ≤ 5号才显示"预估"
-    const isCurrentMonth = year === nowYear && month === nowMonth && now.getDate() <= 5
+    const isCurrentMonth = year === nowYear && month === nowMonth && businessDay <= 5
 
     try {
       // 并行请求用户信息和绩效概览

apps/miniprogram/miniprogram/pages/task-list/task-list.ts

@@ -20,6 +20,8 @@ import { fetchTasks, fetchMe, pinTask, unpinTask, abandonTask, restoreTask, crea
 import { formatMoney } from '../../utils/money'
 import { formatDeadline } from '../../utils/time'
 import { formatStorageLevel } from '../../utils/storage-level'
+// CHANGE 2026-05-02 | 业务时钟：sandbox 模式下用 business_year/month 替代 new Date()
+import { getBusinessClock } from '../../utils/runtime-clock'
 // CHANGE 2026-03-27 | 头像：需要 API_BASE 构建头像完整 URL
 import { API_BASE } from '../../utils/config'
 import {
@@ -386,9 +388,11 @@ Page({
       }
 
       // G2: 当月预估判断
-      const now = new Date()
-      const nowYear = now.getFullYear()
-      const nowMonth = now.getMonth() + 1
+      // CHANGE 2026-05-02 | 用业务时钟，sandbox 模式按 sandbox_date 判断
+      const clock = await getBusinessClock()
+      const nowYear = clock.business_year
+      const nowMonth = clock.business_month
+      const businessDay = parseInt(clock.business_date.slice(8, 10), 10) || 1
       const incomeMonth = perfData.incomeMonth
       let dataYear = nowYear
       let dataMonth = nowMonth
@@ -397,7 +401,7 @@ Page({
         if (parts) dataMonth = parseInt(parts[1], 10)
       }
       // CHANGE 2026-03-24 | 预估规则：当月且当前日期 ≤ 5号才显示"预估"（全小程序统一）
-      const isCurrentMonth = dataYear === nowYear && dataMonth === nowMonth && now.getDate() <= 5
+      const isCurrentMonth = dataYear === nowYear && dataMonth === nowMonth && businessDay <= 5
 
       this.setData({
         pageState: totalCount > 0 ? 'normal' : 'empty',

apps/miniprogram/miniprogram/services/api.ts

@@ -35,6 +35,31 @@ export async function fetchMe(): Promise<ApiUserInfo> {
   return request({ url: '/api/xcx/me', method: 'GET', needAuth: true })
 }
 
+// ============================================
+// 业务时钟（沙箱支持）
+// ============================================
+
+export interface RuntimeClock {
+  mode: 'live' | 'sandbox'
+  business_date: string // YYYY-MM-DD
+  business_year: number
+  business_month: number
+  business_year_month: string // YYYY-MM
+  business_now: string
+  is_sandbox: boolean
+  sandbox_date: string | null
+  sandbox_instance_id: string | null
+}
+
+/**
+ * 获取当前门店的业务时钟（live 真实日，sandbox 模拟日）。
+ * 沙箱模式下，小程序所有依赖"当前年月"的请求都应使用此结果，
+ * 避免直接 ``new Date()`` 导致与后端 sandbox_date 不一致。
+ */
+export async function fetchRuntimeClock(): Promise<RuntimeClock> {
+  return request({ url: '/api/xcx/runtime/clock', method: 'GET', needAuth: true })
+}
+
 // ============================================
 // 任务模块
 // ============================================
@@ -413,6 +438,26 @@ export async function sendChatMessage(chatId: string, content: string): Promise<
 // 配置模块
 // ============================================
 
+/** AI 缓存查询（Phase 2.5） */
+export async function fetchAICache(cacheType: string, targetId: string): Promise<{
+  result_json: Record<string, any> | null;
+  score: number | null;
+} | null> {
+  try {
+    const data = await request({
+      url: `/api/ai/cache/${cacheType}`,
+      method: 'GET',
+      data: { target_id: targetId },
+      needAuth: true,
+    })
+    if (!data) return null
+    const d = data as any
+    return { result_json: d.result_json ?? null, score: d.score ?? null }
+  } catch {
+    return null
+  }
+}
+
 /** 项目类型筛选器列表（CONFIG-1） */
 // CHANGE 2026-03-20 | R3 修复：value 改为数据库 category_code，fallback 与后端一致
 export async function fetchSkillTypes(): Promise<Array<{ value: string; text: string; icon?: string }>> {

apps/miniprogram/miniprogram/utils/runtime-clock.ts

@@ -0,0 +1,83 @@
+// 业务时钟缓存
+//
+// sandbox 模式下，小程序的 performance / task-list / customer-records 等页面
+// 需要按"业务日"而不是"真实今天"构造请求参数。
+//
+// 用法：
+//   import { getBusinessClock, getBusinessYearMonth } from '../../utils/runtime-clock'
+//   const clock = await getBusinessClock()
+//   wx.request({ url: ..., data: { year: clock.business_year, month: clock.business_month } })
+//
+// 缓存策略：
+// - 单例 in-memory cache，最多 60 秒；过期后自动重新拉取。
+// - 切换沙箱后，建议页面调用 `clearBusinessClockCache()` 主动失效。
+
+import { fetchRuntimeClock, type RuntimeClock } from '../services/api'
+
+const TTL_MS = 60_000 // 60 秒缓存，足以覆盖一次页面进入
+
+let cached: { value: RuntimeClock; ts: number } | null = null
+let inflight: Promise<RuntimeClock> | null = null
+
+/** 主动清空业务时钟缓存（沙箱切换、登出后调用）。 */
+export function clearBusinessClockCache(): void {
+  cached = null
+  inflight = null
+}
+
+/** 拉取业务时钟（可能命中缓存）。失败时降级为本地"今天"。 */
+export async function getBusinessClock(force = false): Promise<RuntimeClock> {
+  const now = Date.now()
+  if (!force && cached && now - cached.ts < TTL_MS) {
+    return cached.value
+  }
+  if (inflight) {
+    return inflight
+  }
+  inflight = (async () => {
+    try {
+      const clock = await fetchRuntimeClock()
+      cached = { value: clock, ts: Date.now() }
+      return clock
+    } catch (err) {
+      console.warn('[runtime-clock] 拉取业务时钟失败，降级为本地时间', err)
+      return localFallback()
+    } finally {
+      inflight = null
+    }
+  })()
+  return inflight
+}
+
+/** 便捷方法：返回业务年月 (YYYY-MM)。 */
+export async function getBusinessYearMonth(): Promise<{ year: number; month: number; label: string }> {
+  const clock = await getBusinessClock()
+  return {
+    year: clock.business_year,
+    month: clock.business_month,
+    label: `${clock.business_year}年${clock.business_month}月`,
+  }
+}
+
+/** 便捷方法：返回业务日 (YYYY-MM-DD)。 */
+export async function getBusinessDate(): Promise<string> {
+  return (await getBusinessClock()).business_date
+}
+
+function localFallback(): RuntimeClock {
+  const d = new Date()
+  const year = d.getFullYear()
+  const month = d.getMonth() + 1
+  const ymd = `${year}-${String(month).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
+  return {
+    mode: 'live',
+    business_date: ymd,
+    business_year: year,
+    business_month: month,
+    business_year_month: `${year}-${String(month).padStart(2, '0')}`,
+    business_now: d.toISOString(),
+    is_sandbox: false,
+    sandbox_date: null,
+    sandbox_instance_id: null,
+  }
+}