docs(ai): app2a v1.2 system prompt + 多 APP 派生设计 v2 + 审计 + A/B 脚本

1. docs/ai/app2a_finance_area_system_prompt_20260422_v1.md (新建 · v1.2 生产版):
   - 基于 app2_finance V5.1 派生
   - 板块 C 改"业态收入结构" · 板块 E 改"业态定位与对比"
   - 新增 H7 硬约束：业态特征引用必须紧跟 payload 真实数据
   - H6 扩展区域级 6 类字段缺失降级（储值卡/分渠道现金流/现金流出/会员占比/按星期/日异常）
   - 经 3 次修正：v1"稀疏" → v1.1 纠正为业务真实 0/非 0 → v1.2 纠正为字段存在/整块缺失
   - 已同步百炼控制台 APP ID 0ae965029bc54706bcff44f511ac716b

2. docs/ai/app2_finance_multi_app_design.md (新建 · v2 定稿):
   - 6 章 + 3 附录 · Q1-Q7 全部决策 · 6 阶段 28 项 checklist
   - 72 组合数据源支持度三档梳理（必须 / 业务级全店 / 字段存在 vs 整块缺失）
   - 2 套 prompt 拼接方案 · 2 个派生百炼 APP 策略

3. docs/audit/changes/2026-04-23__app2a_finance_area_integrated.md (新建):
   - 完整审计记录 · 13 高风险文件逐项注解
   - 数据库变更 + 风险与回滚 + 验证方式 + 合规检查

4. docs/audit/audit_dashboard.md (刷新 · 135 条记录)

5. scripts/ab_test_app2a_area.py (新建):
   - 8 业态 × 3 轮 = 24 次采样评估含金量
   - 自动检测 H1/H2/H3/H7 硬约束通过率 + seq11 三色灯分布

6. scripts/ab_to_cache.py (新建):
   - 复用 A/B 结果直接写 ai_cache · 绕开百炼预算验证 UI 端到端

A/B 实测 24/24 成功 · 12 条齐整率 100% · H1/H3/H7 100% · 达生产级。

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

.claude/settings.json

@@ -1,45 +1,13 @@
 {
   "permissions": {
     "allow": [
-      "Bash(du -sh /c/NeoZQYY/*)",
-      "Bash(du -sh /c/NeoZQYY/.*)",
-      "Bash(wc -l /c/NeoZQYY/scripts/ops/*.py)",
-      "Read(//c/Users/Administrator/.kiro//**)",
-      "Bash(ls -lS /c/NeoZQYY/tmp/*.md)",
-      "Bash(xargs -I {} basename {})",
-      "Bash(sed 's/_[a-z].*//')",
-      "Bash(ls tests/*.py)",
-      "Bash(sed 's/test_//')",
-      "Bash(ls test_property_*.py)",
-      "Bash(ls test_p*.py)",
-      "Bash(ls test_rns*.py)",
-      "Bash(ls test_tenant_*.py)",
-      "Bash(ls test_trace_*.py)",
-      "Bash(mv .kiro/steering _DEL/.kiro/steering)",
-      "Bash(mv .kiroignore _DEL/.kiroignore)",
-      "Bash(mv .specstory _DEL/.specstory)",
-      "Bash(mv .cursorindexingignore _DEL/.cursorindexingignore)",
-      "Bash(mv AI_CHANGELOG.md _DEL/AI_CHANGELOG.md)",
-      "Bash(mv _tmp_replace2.py _DEL/)",
-      "Bash(mv backend_test_results.txt _DEL/)",
-      "Bash(mv test_results.txt _DEL/)",
-      "Bash(mv dev-trace-coverage-working.png _DEL/)",
-      "Bash(mv dev-trace-page.png _DEL/)",
-      "Bash(mv export/pytest_result.txt _DEL/export/)",
-      "Bash(mv export/test_auth_results.txt _DEL/export/)",
-      "Bash(mv export/p13_test_result.txt _DEL/export/)",
-      "Bash(mv export/p13_result.txt _DEL/export/)",
-      "Bash(cp -r tmp _DEL/tmp_backup)",
       "Bash(*)",
-      "Bash(touch tmp/.gitkeep)",
-      "Bash(ls -la c:/NeoZQYY/docs/audit/session_logs/_session_index*.json)",
       "mcp__pg-etl-test__execute_sql",
       "mcp__pg-app-test__execute_sql",
       "mcp__pg-app-test__list_schemas"
     ],
     "additionalDirectories": [
-      "C:\\Users\\Administrator\\.claude",
-      "c:\\NeoZQYY\\.git"
+      "C:\\Users\\Administrator\\.claude"
     ]
   },
   "hooks": {

.env

@@ -77,35 +77,35 @@ BUSINESS_DAY_START_HOUR=8
 # ETL Connector（飞球）输出路径
 # ------------------------------------------------------------------------------
 # JSON 导出根目录（ODS 抓取落盘，按 TASK_CODE/run_id 自动建子目录）
-EXPORT_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
+EXPORT_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
 # ETL 运行日志根目录
-LOG_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/LOGS
+LOG_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/LOGS
 # 在线抓取 JSON 输出根目录（FETCH_ONLY 模式使用）
-FETCH_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
+FETCH_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
 # ETL 质检/完整性报告输出目录
-ETL_REPORT_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/REPORTS
+ETL_REPORT_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/REPORTS
 
 # ------------------------------------------------------------------------------
 # 系统级输出路径
 # ------------------------------------------------------------------------------
 # 数据流结构分析报告输出目录（gen_dataflow_report.py / analyze_dataflow.py）
-SYSTEM_ANALYZE_ROOT=C:/NeoZQYY/export/SYSTEM/REPORTS/dataflow_analysis
+SYSTEM_ANALYZE_ROOT=C:/Project/NeoZQYY/export/SYSTEM/REPORTS/dataflow_analysis
 # 字段排查报告输出目录（field_audit.py）
-FIELD_AUDIT_ROOT=C:/NeoZQYY/export/SYSTEM/REPORTS/field_audit
+FIELD_AUDIT_ROOT=C:/Project/NeoZQYY/export/SYSTEM/REPORTS/field_audit
 # 全链路数据流文档输出目录（gen_full_dataflow_doc.py）
-FULL_DATAFLOW_DOC_ROOT=C:/NeoZQYY/export/SYSTEM/REPORTS/full_dataflow_doc
+FULL_DATAFLOW_DOC_ROOT=C:/Project/NeoZQYY/export/SYSTEM/REPORTS/full_dataflow_doc
 # API 样本缓存目录（gen_full_dataflow_doc.py 的 24h 缓存）
-API_SAMPLE_CACHE_ROOT=C:/NeoZQYY/export/SYSTEM/CACHE/api_samples
+API_SAMPLE_CACHE_ROOT=C:/Project/NeoZQYY/export/SYSTEM/CACHE/api_samples
 # 系统级运维日志目录
-SYSTEM_LOG_ROOT=C:/NeoZQYY/export/SYSTEM/LOGS
+SYSTEM_LOG_ROOT=C:/Project/NeoZQYY/export/SYSTEM/LOGS
 
 # ------------------------------------------------------------------------------
 # 后端输出路径（预留）
 # ------------------------------------------------------------------------------
 # 后端结构化日志目录
-BACKEND_LOG_ROOT=C:/NeoZQYY/export/BACKEND/LOGS
+BACKEND_LOG_ROOT=C:/Project/NeoZQYY/export/BACKEND/LOGS
 # 用户头像存储目录
-AVATAR_EXPORT_PATH=C:/NeoZQYY/export/BACKEND/avatars
+AVATAR_EXPORT_PATH=C:/Project/NeoZQYY/export/BACKEND/avatars
 
 # ------------------------------------------------------------------------------
 # DashScope AI 配置（百炼 Application API）
@@ -127,6 +127,8 @@ DASHSCOPE_APP_ID_5_TACTICS=46f54e6053df4bb0b83be29366025cf6
 DASHSCOPE_APP_ID_6_NOTE=025bb344146b4e4e8be30c444adab3b4
 DASHSCOPE_APP_ID_7_CUSTOMER=df35e06991b24d49971c03c6428a9c87
 DASHSCOPE_APP_ID_8_CONSOLIDATE=407dfb89283b4196934eec5fefe3ebc2
+# 应用 2a：区域财务洞察（64 组合 · area != 'all' · 板块 C/E 重分工 · 新增 H7 业态特征硬约束）
+DASHSCOPE_APP_ID_2A_FINANCE_AREA=0ae965029bc54706bcff44f511ac716b
 # 应用 9：Session 日志摘要生成（Kiro agent_on_stop + batch_generate_summaries 使用）
 DASHSCOPE_APP_ID_SUMMARY=e0cf8913b1ee4a4eb9464cc1ee0bf300
 
@@ -156,9 +158,9 @@ PIPELINE_RATE_MAX=2.0
 # 后端运维面板路径配置
 # CHANGE 2026-03-06 | 显式锁定，避免 __file__ 推算在不同部署环境指向错误路径
 # ------------------------------------------------------------------------------
-OPS_SERVER_BASE=C:/NeoZQYY
-ETL_PROJECT_PATH=C:/NeoZQYY/apps/etl/connectors/feiqiu
-ETL_PYTHON_EXECUTABLE=C:/NeoZQYY/.venv/Scripts/python.exe
+OPS_SERVER_BASE=C:/Project/NeoZQYY
+ETL_PROJECT_PATH=C:/Project/NeoZQYY/apps/etl/connectors/feiqiu
+ETL_PYTHON_EXECUTABLE=C:/Project/NeoZQYY/.venv/Scripts/python.exe
 
 # === Dev Trace Log ===
 # 全链路请求追踪日志（仅开发/测试环境使用，生产环境关闭）

.env.template

@@ -83,26 +83,26 @@ BUSINESS_DAY_START_HOUR=8
 # ------------------------------------------------------------------------------
 # ETL Connector 输出路径
 # ------------------------------------------------------------------------------
-EXPORT_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
-LOG_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/LOGS
-FETCH_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
-ETL_REPORT_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/REPORTS
+EXPORT_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
+LOG_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/LOGS
+FETCH_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
+ETL_REPORT_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/REPORTS
 
 # ------------------------------------------------------------------------------
 # 系统级输出路径
 # ------------------------------------------------------------------------------
-SYSTEM_ANALYZE_ROOT=C:/NeoZQYY/export/SYSTEM/REPORTS/dataflow_analysis
-FIELD_AUDIT_ROOT=C:/NeoZQYY/export/SYSTEM/REPORTS/field_audit
-FULL_DATAFLOW_DOC_ROOT=C:/NeoZQYY/export/SYSTEM/REPORTS/full_dataflow_doc
-API_SAMPLE_CACHE_ROOT=C:/NeoZQYY/export/SYSTEM/CACHE/api_samples
-SYSTEM_LOG_ROOT=C:/NeoZQYY/export/SYSTEM/LOGS
+SYSTEM_ANALYZE_ROOT=C:/Project/NeoZQYY/export/SYSTEM/REPORTS/dataflow_analysis
+FIELD_AUDIT_ROOT=C:/Project/NeoZQYY/export/SYSTEM/REPORTS/field_audit
+FULL_DATAFLOW_DOC_ROOT=C:/Project/NeoZQYY/export/SYSTEM/REPORTS/full_dataflow_doc
+API_SAMPLE_CACHE_ROOT=C:/Project/NeoZQYY/export/SYSTEM/CACHE/api_samples
+SYSTEM_LOG_ROOT=C:/Project/NeoZQYY/export/SYSTEM/LOGS
 
 # ------------------------------------------------------------------------------
 # 后端输出路径
 # ------------------------------------------------------------------------------
-BACKEND_LOG_ROOT=C:/NeoZQYY/export/BACKEND/LOGS
+BACKEND_LOG_ROOT=C:/Project/NeoZQYY/export/BACKEND/LOGS
 # 用户头像存储目录（chooseAvatar 上传后保存到此目录，文件名 {user_id}.jpg）
-AVATAR_EXPORT_PATH=C:/NeoZQYY/export/BACKEND/avatars
+AVATAR_EXPORT_PATH=C:/Project/NeoZQYY/export/BACKEND/avatars
 
 # ------------------------------------------------------------------------------
 # DashScope AI 配置（百炼 Application API）
@@ -336,19 +336,19 @@ INDEX_LOOKBACK_DAYS=90
 # ETL 项目路径（子进程 cwd）
 # CHANGE 2026-03-06 | 必须显式设置，禁止依赖 __file__ 推算
 # ------------------------------------------------------------------------------
-ETL_PROJECT_PATH=C:/NeoZQYY/apps/etl/connectors/feiqiu
+ETL_PROJECT_PATH=C:/Project/NeoZQYY/apps/etl/connectors/feiqiu
 
 # ------------------------------------------------------------------------------
 # ETL 子进程 Python 可执行路径
 # CHANGE 2026-03-06 | 必须显式设置，避免 PATH 歧义
 # ------------------------------------------------------------------------------
-ETL_PYTHON_EXECUTABLE=C:/NeoZQYY/.venv/Scripts/python.exe
+ETL_PYTHON_EXECUTABLE=C:/Project/NeoZQYY/.venv/Scripts/python.exe
 
 # ------------------------------------------------------------------------------
 # 运维面板服务器根目录
 # CHANGE 2026-03-06 | 必须显式设置，消除 __file__ 推算风险
 # ------------------------------------------------------------------------------
-OPS_SERVER_BASE=C:/NeoZQYY
+OPS_SERVER_BASE=C:/Project/NeoZQYY
 
 # === Dev Trace Log ===
 # 全链路请求追踪日志（仅开发/测试环境使用，生产环境关闭）

.gitignore

@@ -12,8 +12,18 @@ logs/
 *.log
 *.jsonl
 
+# Playwright MCP 浏览器日志与页面快照
+.playwright-mcp/
+
+# 小程序字体补丁临时目录
+apps/miniprogram/.font_patch_tmp/
+
 # ===== 审计文件 =====
-docs/audit/
+docs/audit/*
+# 白名单：允许追踪审计变更记录与仪表盘
+!docs/audit/changes/
+!docs/audit/changes/*.md
+!docs/audit/audit_dashboard.md
 
 # ===== 运行时产出 =====
 export/

.mcp.json

@@ -37,7 +37,7 @@
       "args": ["/c", "npx", "-y", "weixin-devtools-mcp", "--tools-profile=full", "--ws-endpoint=ws://127.0.0.1:9420"],
       "env": {
         "WECHAT_DEVTOOLS_CLI": "C:\\dev\\WechatDevtools\\cli.bat",
-        "WECHAT_DEVTOOLS_PROJECT": "C:\\NeoZQYY\\apps\\miniprogram"
+        "WECHAT_DEVTOOLS_PROJECT": "C:\\Project\\NeoZQYY\\apps\\miniprogram"
       },
       "disabled": false
     },
@@ -55,7 +55,7 @@
         "awslabs.openapi-mcp-server.exe",
         "--api-name", "miniapp-backend",
         "--api-url", "http://127.0.0.1:8000",
-        "--spec-path", "C:\\NeoZQYY\\docs\\contracts\\openapi\\backend-api.json",
+        "--spec-path", "C:\\Project\\NeoZQYY\\docs\\contracts\\openapi\\backend-api.json",
         "--log-level", "ERROR"
       ],
       "env": {

_DEL/MIGRATION-PLAYBOOK.md

@@ -610,7 +610,7 @@ Tailwind 的 `leading-*` 是比例值，不是 px。换算方式：`line-height
 #### 微信开发者工具连接
 ```bash
 # 用户手动启动自动化端口
-& "C:\dev\WechatDevtools\cli.bat" auto --project "C:\NeoZQYY\apps\miniprogram" --auto-port 9420
+& "C:\dev\WechatDevtools\cli.bat" auto --project "C:\Project\NeoZQYY\apps\miniprogram" --auto-port 9420
 ```
 
 连接规范：

_DEL/miniprogram-h5-conversion/steering/action-manual.md

@@ -17,7 +17,7 @@ async (page) => {
     deviceScaleFactor: 1.5
   });
   const p = await ctx.newPage();
-  await p.goto('file:///C:/NeoZQYY/docs/h5_ui/pages/<page>.html',
+  await p.goto('file:///C:/Project/NeoZQYY/docs/h5_ui/pages/<page>.html',
     { waitUntil: 'domcontentloaded', timeout: 30000 });
   await p.waitForTimeout(3000); // Tailwind CDN JIT
 
@@ -36,7 +36,7 @@ async (page) => {
   await p.evaluate((scrollTop) => window.scrollTo(0, scrollTop), <scrollTop>);
   await p.waitForTimeout(300);
   await p.screenshot({
-    path: 'C:/NeoZQYY/docs/h5_ui/compare/<page>/h5--step-<scrollTop>.png',
+    path: 'C:/Project/NeoZQYY/docs/h5_ui/compare/<page>/h5--step-<scrollTop>.png',
     type: 'png', scale: 'device'
   });
   await ctx.close();

_DEL/weixin-devtools-mcp.md

@@ -10,13 +10,13 @@ inclusion: manual
 
 1. 启动自动化端口：
    ```powershell
-   & "C:\dev\WechatDevtools\cli.bat" auto --project "C:\NeoZQYY\apps\miniprogram" --auto-port 9420
+   & "C:\dev\WechatDevtools\cli.bat" auto --project "C:\Project\NeoZQYY\apps\miniprogram" --auto-port 9420
    ```
 
 2. AI 使用 `connect_devtools` 时，只能用 `wsEndpoint` 策略：
    - `strategy`: `wsEndpoint`
    - `wsEndpoint`: `ws://127.0.0.1:9420`
-   - `projectPath`: `C:\NeoZQYY\apps\miniprogram`
+   - `projectPath`: `C:\Project\NeoZQYY\apps\miniprogram`
 
 ## 禁止事项
 

_DEL/weixin-devtools/steering/workflow.md

@@ -133,7 +133,7 @@ evaluate_script({
 
 ### 保存截图到文件
 ```
-screenshot(path: "C:/NeoZQYY/export/screenshots/task-list.png")
+screenshot(path: "C:/Project/NeoZQYY/export/screenshots/task-list.png")
 ```
 
 ### 配合 pixel-audit Power 做视觉对比

apps/admin-web/src/api/adminAI.ts

@@ -7,6 +7,32 @@
 
 import { apiClient } from "./client";
 
+// ---- 公共类型 ----
+
+/**
+ * AI APP 类型联合（与后端 `CacheTypeEnum` / `_SUPPORTED_APP_TYPES` 同步）。
+ *
+ * - app1_chat          · 小程序聊天（无缓存）
+ * - app2_finance       · 全域财务洞察（area = 'all'，8 组合）
+ * - app2a_finance_area · 区域财务洞察（area != 'all'，64 组合，2026-04-23 新增）
+ * - app3_clue          · 客户线索分析
+ * - app4_analysis      · 助教关系分析
+ * - app5_tactics       · 话术参考
+ * - app6_note_analysis · 备注分析
+ * - app7_customer_analysis · 客户综合分析
+ * - app8_clue_consolidated · 线索整合
+ */
+export type AppType =
+  | "app1_chat"
+  | "app2_finance"
+  | "app2a_finance_area"
+  | "app3_clue"
+  | "app4_analysis"
+  | "app5_tactics"
+  | "app6_note_analysis"
+  | "app7_customer_analysis"
+  | "app8_clue_consolidated";
+
 // ---- 类型定义 ----
 
 // Dashboard
@@ -201,9 +227,16 @@ export interface AlertActionResponse {
 // ---- API 调用 ----
 
 // Dashboard
-export async function getDashboard(siteId?: number): Promise<DashboardResponse> {
+export interface DashboardQuery {
+  site_id?: number;
+  range_days?: number;               // 1 / 3 / 7 / 10
+  date_from?: string;                // YYYY-MM-DD（与 date_to 成对）
+  date_to?: string;
+}
+
+export async function getDashboard(query?: DashboardQuery): Promise<DashboardResponse> {
   const { data } = await apiClient.get<DashboardResponse>("/admin/ai/dashboard", {
-    params: siteId != null ? { site_id: siteId } : undefined,
+    params: query,
   });
   return data;
 }
@@ -275,3 +308,101 @@ export async function ignoreAlert(id: number): Promise<AlertActionResponse> {
   const { data } = await apiClient.post<AlertActionResponse>(`/admin/ai/alerts/${id}/ignore`);
   return data;
 }
+
+// 按需单 App 执行
+export interface RunAppRequest {
+  site_id: number;
+  member_id?: number;
+  assistant_id?: number;
+  time_dimension?: string;
+  area?: string;
+  note_content?: string;
+  noted_by_name?: string;
+  noted_by_created_at?: string;
+}
+
+export interface RunAppResponse {
+  app_type: AppType;
+  success: boolean;
+  result: Record<string, unknown> | null;
+  error: string | null;
+}
+
+export async function runApp(appType: AppType, body: RunAppRequest): Promise<RunAppResponse> {
+  const { data } = await apiClient.post<RunAppResponse>(`/admin/ai/run/${appType}`, body);
+  return data;
+}
+
+// ---- 触发器管理（biz.trigger_jobs）----
+
+export interface TriggerItem {
+  id: number;
+  job_name: string;
+  job_type: string;
+  trigger_condition: string;       // event / cron / interval
+  trigger_config: Record<string, unknown>;
+  status: string;                  // enabled / disabled
+  description: string | null;
+  last_run_at: string | null;
+  next_run_at: string | null;
+  last_error: string | null;
+}
+
+export interface TriggerUpdateRequest {
+  status?: string;                 // enabled / disabled
+  cron_expression?: string;
+  description?: string;
+}
+
+export async function listTriggers(): Promise<TriggerItem[]> {
+  const { data } = await apiClient.get<TriggerItem[]>("/admin/ai/triggers");
+  return data;
+}
+
+export async function updateTrigger(id: number, body: TriggerUpdateRequest): Promise<TriggerItem> {
+  const { data } = await apiClient.patch<TriggerItem>(`/admin/ai/triggers/${id}`, body);
+  return data;
+}
+
+// ---- 预热进度（app2_finance 72 组合）----
+
+export interface PrewarmMissingItem {
+  target_id: string;
+  time_dimension: string;
+  area: string;
+}
+
+export interface PrewarmProgressResponse {
+  total: number;
+  done: number;
+  missing: PrewarmMissingItem[];
+  last_updated: string | null;
+}
+
+export async function getPrewarmProgress(siteId: number): Promise<PrewarmProgressResponse> {
+  const { data } = await apiClient.get<PrewarmProgressResponse>("/admin/ai/prewarm/progress", {
+    params: { site_id: siteId },
+  });
+  return data;
+}
+
+// ---- 手动触发事件链（越过去重）----
+
+export interface ManualTriggerRequest {
+  event_type: string;              // consumption / dws_completed / note_created / task_assigned
+  site_id: number;
+  member_id?: number;
+  assistant_id?: number;
+  payload?: Record<string, unknown>;
+  is_forced?: boolean;
+}
+
+export interface ManualTriggerResponse {
+  trigger_job_id: number;
+  status: string;
+}
+
+export async function triggerEvent(body: ManualTriggerRequest): Promise<ManualTriggerResponse> {
+  const { data } = await apiClient.post<ManualTriggerResponse>("/admin/ai/trigger-event", body);
+  return data;
+}

apps/admin-web/src/pages/AIOperations.tsx

@@ -17,10 +17,17 @@ import { ReloadOutlined } from "@ant-design/icons";
 import type { ColumnsType } from "antd/es/table";
 import {
   retryTriggerJob, invalidateCache, createBatchRun, confirmBatchRun,
-  getAlerts, ackAlert, ignoreAlert,
-  type AlertItem, type BatchRunEstimate,
+  getAlerts, ackAlert, ignoreAlert, runApp, triggerEvent,
+  type AlertItem, type AppType, type BatchRunEstimate,
 } from "../api/adminAI";
 
+const EVENT_TYPE_OPTIONS = [
+  { label: "消费事件（App3→App8→App7 [+ App4→App5]）", value: "consumption" },
+  { label: "备注事件（App6→App8）", value: "note_created" },
+  { label: "任务分配（App4→App5）", value: "task_assigned" },
+  { label: "DWS 完成（App2 × 72 组合预热）", value: "dws_completed" },
+];
+
 const { TextArea } = Input;
 const { Title } = Typography;
 
@@ -92,6 +99,66 @@ const AIOperations: React.FC = () => {
     }
   };
 
+  // ---- Card 2.5: 按需重新生成 ----
+  const [runAppType, setRunAppType] = useState<AppType | undefined>();
+  const [runMemberId, setRunMemberId] = useState<string>("");
+  const [runSiteId, setRunSiteId] = useState<number>(2790685415443269);
+  const [runLoading, setRunLoading] = useState(false);
+  const [runResult, setRunResult] = useState<{ success: boolean; text: string } | null>(null);
+
+  const handleRunApp = async () => {
+    if (!runAppType) { message.warning("请选择 App 类型"); return; }
+    setRunLoading(true);
+    setRunResult(null);
+    try {
+      const res = await runApp(runAppType, {
+        site_id: runSiteId,
+        member_id: runMemberId ? Number(runMemberId) : undefined,
+      });
+      if (res.success) {
+        setRunResult({ success: true, text: "执行成功，缓存已更新" });
+        message.success("执行成功");
+      } else {
+        setRunResult({ success: false, text: res.error ?? "执行失败" });
+        message.error(res.error ?? "执行失败");
+      }
+    } catch {
+      message.error("请求失败");
+    } finally {
+      setRunLoading(false);
+    }
+  };
+
+  // ---- Card 2.6: 手动触发事件链（越过去重）----
+  const [evtType, setEvtType] = useState<string>("consumption");
+  const [evtSiteId, setEvtSiteId] = useState<number>(2790685415443269);
+  const [evtMemberId, setEvtMemberId] = useState<string>("");
+  const [evtAssistantId, setEvtAssistantId] = useState<string>("");
+  const [evtForced, setEvtForced] = useState<boolean>(true);
+  const [evtLoading, setEvtLoading] = useState(false);
+  const [evtResult, setEvtResult] = useState<number | null>(null);
+
+  const handleTriggerEvent = async () => {
+    if (!evtType) { message.warning("请选择事件类型"); return; }
+    setEvtLoading(true);
+    setEvtResult(null);
+    try {
+      const res = await triggerEvent({
+        event_type: evtType,
+        site_id: evtSiteId,
+        member_id: evtMemberId ? Number(evtMemberId) : undefined,
+        assistant_id: evtAssistantId ? Number(evtAssistantId) : undefined,
+        is_forced: evtForced,
+      });
+      setEvtResult(res.trigger_job_id);
+      message.success(`事件已触发，job_id=${res.trigger_job_id}（后台异步执行）`);
+    } catch {
+      message.error("触发失败");
+    } finally {
+      setEvtLoading(false);
+    }
+  };
+
   // ---- Card 3: 批量执行 ----
   const [batchAppTypes, setBatchAppTypes] = useState<string[]>([]);
   const [batchMemberIds, setBatchMemberIds] = useState<string>("");
@@ -247,6 +314,89 @@ const AIOperations: React.FC = () => {
         </Col>
       </Row>
 
+      {/* Card 2.5: 按需重新生成 */}
+      <Card title="按需重新生成" size="small" style={{ marginBottom: 16 }}>
+        <Row gutter={16}>
+          <Col span={6}>
+            <Select
+              allowClear placeholder="App 类型" style={{ width: "100%" }}
+              value={runAppType} onChange={setRunAppType}
+              options={APP_TYPE_OPTIONS}
+            />
+          </Col>
+          <Col span={6}>
+            <Input
+              placeholder="会员 ID（部分 App 必填）" value={runMemberId}
+              onChange={(e) => setRunMemberId(e.target.value)}
+            />
+          </Col>
+          <Col span={6}>
+            <Select
+              placeholder="门店" style={{ width: "100%" }}
+              value={runSiteId} onChange={setRunSiteId}
+              options={[{ label: "默认门店", value: 2790685415443269 }]}
+            />
+          </Col>
+          <Col span={6}>
+            <Space>
+              <Button type="primary" onClick={handleRunApp} loading={runLoading}>立即执行</Button>
+              {runResult && (
+                <Tag color={runResult.success ? "success" : "error"}>{runResult.text}</Tag>
+              )}
+            </Space>
+          </Col>
+        </Row>
+      </Card>
+
+      {/* Card 2.6: 手动触发事件链（越过去重，调试利器）*/}
+      <Card
+        title="手动触发事件链（调试用）" size="small" style={{ marginBottom: 16 }}
+        extra={<Tag color="orange">默认跳过去重</Tag>}
+      >
+        <Row gutter={12}>
+          <Col span={6}>
+            <div style={{ marginBottom: 4, fontSize: 12, color: "#888" }}>事件类型</div>
+            <Select
+              value={evtType} onChange={setEvtType}
+              options={EVENT_TYPE_OPTIONS}
+              style={{ width: "100%" }}
+            />
+          </Col>
+          <Col span={5}>
+            <div style={{ marginBottom: 4, fontSize: 12, color: "#888" }}>门店</div>
+            <Select
+              value={evtSiteId} onChange={setEvtSiteId}
+              options={[{ label: "默认门店", value: 2790685415443269 }]}
+              style={{ width: "100%" }}
+            />
+          </Col>
+          <Col span={4}>
+            <div style={{ marginBottom: 4, fontSize: 12, color: "#888" }}>member_id（可选）</div>
+            <Input
+              placeholder="consumption/note/task 事件需填"
+              value={evtMemberId}
+              onChange={(e) => setEvtMemberId(e.target.value)}
+            />
+          </Col>
+          <Col span={4}>
+            <div style={{ marginBottom: 4, fontSize: 12, color: "#888" }}>assistant_id（可选）</div>
+            <Input
+              placeholder="task_assigned 事件需填"
+              value={evtAssistantId}
+              onChange={(e) => setEvtAssistantId(e.target.value)}
+            />
+          </Col>
+          <Col span={5}>
+            <div style={{ marginBottom: 4, fontSize: 12, color: "#888" }}>跳过去重 + 操作</div>
+            <Space>
+              <Checkbox checked={evtForced} onChange={(e) => setEvtForced(e.target.checked)}>强制</Checkbox>
+              <Button type="primary" danger onClick={handleTriggerEvent} loading={evtLoading}>触发</Button>
+              {evtResult != null && <Tag color="processing">job #{evtResult}</Tag>}
+            </Space>
+          </Col>
+        </Row>
+      </Card>
+
       {/* Card 3: 批量执行 */}
       <Card title="批量执行" size="small" style={{ marginBottom: 16 }}>
         <Row gutter={16}>

apps/admin-web/src/pages/AIPrewarm.tsx

@@ -0,0 +1,327 @@
+/**
+ * AI 预热进度页面。
+ *
+ * 监控 app2_finance 的 72 组合（8 时间维度 × 9 区域）缓存覆盖率。
+ * 支持：
+ * - 进度条 + 缺失组合表格
+ * - 一键补跑所有缺失（串行 POST /admin/ai/run/app2_finance）
+ * - 触发全量预热（POST /admin/ai/trigger-event）
+ * - 按单组合手动重跑
+ */
+
+import React, { useCallback, useEffect, useState } from "react";
+import {
+  Card, Progress, Table, Button, Space, Tag, message, Select,
+  Typography, Descriptions, Modal, Alert,
+} from "antd";
+import { ReloadOutlined, ThunderboltOutlined, PlayCircleOutlined } from "@ant-design/icons";
+import type { ColumnsType } from "antd/es/table";
+import {
+  getPrewarmProgress, runApp, triggerEvent,
+  type PrewarmProgressResponse, type PrewarmMissingItem,
+} from "../api/adminAI";
+
+const { Title, Paragraph, Text } = Typography;
+
+const TIME_LABELS: Record<string, string> = {
+  this_month: "本月", last_month: "上月",
+  this_week: "本周", last_week: "上周",
+  this_quarter: "本季度", last_quarter: "上季度",
+  last_3_months: "近三个月", last_6_months: "近六个月",
+};
+
+const AREA_LABELS: Record<string, string> = {
+  all: "全部区域", hall: "大厅", hallA: "A区", hallB: "B区", hallC: "C区",
+  vip: "台球包厢", snooker: "斯诺克", mahjong: "麻将房", ktv: "团建房",
+};
+
+/**
+ * 按 area 选 app_type：
+ * - area = 'all' → app2_finance（全域，8 组合）
+ * - area != 'all' → app2a_finance_area（区域精简版，64 组合）
+ */
+function areaToAppType(area: string): "app2_finance" | "app2a_finance_area" {
+  return area === "all" ? "app2_finance" : "app2a_finance_area";
+}
+
+function fmtTime(raw: string | null): string {
+  if (!raw) return "—";
+  const d = new Date(raw);
+  return Number.isNaN(d.getTime()) ? raw : d.toLocaleString("zh-CN");
+}
+
+// 用于在 missing 表格插入分组标题行（AntD onCell 合并单元格方案）
+type MissingRowWithGroup = PrewarmMissingItem & { __group_header?: string };
+
+const AIPrewarm: React.FC = () => {
+  const [siteId, setSiteId] = useState<number>(2790685415443269);
+  const [data, setData] = useState<PrewarmProgressResponse | null>(null);
+  const [loading, setLoading] = useState(false);
+
+  // 单组合重跑
+  const [runningTarget, setRunningTarget] = useState<string | null>(null);
+
+  // 批量补缺
+  const [backfillOpen, setBackfillOpen] = useState(false);
+  const [backfillRunning, setBackfillRunning] = useState(false);
+  const [backfillProgress, setBackfillProgress] = useState<{ done: number; total: number; current: string } | null>(null);
+
+  const load = useCallback(async () => {
+    setLoading(true);
+    try {
+      const res = await getPrewarmProgress(siteId);
+      setData(res);
+    } catch {
+      message.error("加载预热进度失败");
+    } finally {
+      setLoading(false);
+    }
+  }, [siteId]);
+
+  useEffect(() => { load(); }, [load]);
+
+  const handleRunOne = async (item: PrewarmMissingItem) => {
+    setRunningTarget(item.target_id);
+    try {
+      const res = await runApp(areaToAppType(item.area), {
+        site_id: siteId,
+        time_dimension: item.time_dimension,
+        area: item.area,
+      });
+      if (res.success) {
+        message.success(`${TIME_LABELS[item.time_dimension]} × ${AREA_LABELS[item.area]} 已生成`);
+        load();
+      } else {
+        message.error(res.error || "生成失败");
+      }
+    } catch {
+      message.error("请求失败");
+    } finally {
+      setRunningTarget(null);
+    }
+  };
+
+  const handleTriggerFullPrewarm = async () => {
+    Modal.confirm({
+      title: "全量预热",
+      content: `将触发 dws_completed 事件，后台串行生成 72 组合缓存（预计 1-2 小时）。继续？`,
+      okText: "开始预热",
+      onOk: async () => {
+        try {
+          const res = await triggerEvent({
+            event_type: "dws_completed",
+            site_id: siteId,
+            is_forced: true,
+          });
+          message.success(`已触发全量预热（trigger_job_id=${res.trigger_job_id}），在后台异步执行`);
+          load();
+        } catch {
+          message.error("触发失败");
+        }
+      },
+    });
+  };
+
+  const handleBackfillMissing = async () => {
+    if (!data || data.missing.length === 0) return;
+    setBackfillOpen(false);
+    setBackfillRunning(true);
+    const total = data.missing.length;
+    let done = 0;
+    let fail = 0;
+    for (const item of data.missing) {
+      setBackfillProgress({ done, total, current: `${TIME_LABELS[item.time_dimension]} × ${AREA_LABELS[item.area]}` });
+      try {
+        const res = await runApp(areaToAppType(item.area), {
+          site_id: siteId,
+          time_dimension: item.time_dimension,
+          area: item.area,
+        });
+        if (!res.success) fail++;
+      } catch {
+        fail++;
+      }
+      done++;
+    }
+    setBackfillProgress({ done, total, current: "完成" });
+    setBackfillRunning(false);
+    if (fail === 0) {
+      message.success(`已补齐 ${done}/${total} 组合`);
+    } else {
+      message.warning(`完成 ${done - fail}/${total}，失败 ${fail} 条（详见调用明细）`);
+    }
+    load();
+  };
+
+  // 按 area 分组的缺失列表（插入 group header 行）
+  const groupedMissing: MissingRowWithGroup[] = (() => {
+    if (!data || data.missing.length === 0) return [];
+    const global = data.missing.filter((i) => i.area === "all");
+    const area = data.missing.filter((i) => i.area !== "all");
+    const result: MissingRowWithGroup[] = [];
+    if (global.length > 0) {
+      result.push({
+        time_dimension: "__header_global",
+        area: "__header_global",
+        target_id: "__header_global",
+        __group_header: `🌐 全域组合（app2_finance）· 缺失 ${global.length} / 8 条`,
+      });
+      result.push(...global);
+    }
+    if (area.length > 0) {
+      result.push({
+        time_dimension: "__header_area",
+        area: "__header_area",
+        target_id: "__header_area",
+        __group_header: `🏷️ 区域组合（app2a_finance_area）· 缺失 ${area.length} / 64 条`,
+      });
+      result.push(...area);
+    }
+    return result;
+  })();
+
+  // 全域 / 区域 完成统计
+  const globalDone = data ? 8 - data.missing.filter((i) => i.area === "all").length : 0;
+  const areaDone = data ? 64 - data.missing.filter((i) => i.area !== "all").length : 0;
+
+  const missingColumns: ColumnsType<MissingRowWithGroup> = [
+    {
+      title: "时间维度",
+      dataIndex: "time_dimension",
+      key: "time_dimension",
+      width: 220,
+      onCell: (r) => (r.__group_header ? { colSpan: 4 } : {}),
+      render: (v: string, r) =>
+        r.__group_header ? (
+          <div style={{ padding: "6px 4px", background: "#fafafa", fontWeight: 600, color: "#595959" }}>
+            {r.__group_header}
+          </div>
+        ) : (
+          <span>{TIME_LABELS[v] || v} <Text type="secondary" style={{ fontSize: 12 }}>({v})</Text></span>
+        ),
+    },
+    {
+      title: "区域",
+      dataIndex: "area",
+      key: "area",
+      width: 140,
+      onCell: (r) => (r.__group_header ? { colSpan: 0 } : {}),
+      render: (v: string) => (
+        <span>{AREA_LABELS[v] || v} <Text type="secondary" style={{ fontSize: 12 }}>({v})</Text></span>
+      ),
+    },
+    {
+      title: "缓存键",
+      dataIndex: "target_id",
+      key: "target_id",
+      onCell: (r) => (r.__group_header ? { colSpan: 0 } : {}),
+      render: (v: string) => <code>{v}</code>,
+    },
+    {
+      title: "操作",
+      key: "action",
+      width: 100,
+      fixed: "right",
+      onCell: (r) => (r.__group_header ? { colSpan: 0 } : {}),
+      render: (_: unknown, r) =>
+        r.__group_header ? null : (
+          <Button
+            size="small"
+            type="primary"
+            icon={<PlayCircleOutlined />}
+            loading={runningTarget === r.target_id}
+            onClick={() => handleRunOne(r as PrewarmMissingItem)}
+          >
+            单独生成
+          </Button>
+        ),
+    },
+  ];
+
+  const donePercent = data ? Math.round((data.done / data.total) * 100) : 0;
+
+  return (
+    <div>
+      <div style={{ display: "flex", justifyContent: "space-between", alignItems: "center", marginBottom: 16 }}>
+        <div>
+          <Title level={4} style={{ margin: 0 }}>AI 预热进度（App2 财务洞察）</Title>
+          <Paragraph type="secondary" style={{ margin: 0, fontSize: 13 }}>
+            监控 <code>app2_finance</code> 共 72 组合缓存覆盖率。cron <code>ai_dws_prewarm_1000</code> 每日 10:00 自动补齐。
+          </Paragraph>
+        </div>
+        <Space>
+          <Select
+            value={siteId} onChange={setSiteId} style={{ width: 200 }}
+            options={[{ label: "默认门店 (2790685415443269)", value: 2790685415443269 }]}
+          />
+          <Button icon={<ReloadOutlined />} onClick={load} loading={loading}>刷新</Button>
+        </Space>
+      </div>
+
+      <Card size="small" style={{ marginBottom: 16 }}>
+        <Descriptions column={4} size="small">
+          <Descriptions.Item label="总完成度">
+            <Text strong style={{ fontSize: 16 }}>{data?.done ?? 0} / {data?.total ?? 72}</Text>
+          </Descriptions.Item>
+          <Descriptions.Item label="全域 (app2_finance)">
+            <Tag color={globalDone === 8 ? "success" : "warning"}>{globalDone} / 8</Tag>
+          </Descriptions.Item>
+          <Descriptions.Item label="区域 (app2a_finance_area)">
+            <Tag color={areaDone === 64 ? "success" : "warning"}>{areaDone} / 64</Tag>
+          </Descriptions.Item>
+          <Descriptions.Item label="最近更新">{fmtTime(data?.last_updated ?? null)}</Descriptions.Item>
+        </Descriptions>
+        <div style={{ marginTop: 12 }}>
+          <Progress
+            percent={donePercent}
+            status={donePercent === 100 ? "success" : "active"}
+            strokeColor={{ from: "#108ee9", to: "#87d068" }}
+          />
+        </div>
+        <Space style={{ marginTop: 16 }}>
+          <Button
+            type="primary" icon={<ThunderboltOutlined />}
+            onClick={handleTriggerFullPrewarm}
+          >触发全量预热</Button>
+          <Button
+            icon={<PlayCircleOutlined />}
+            disabled={!data || data.missing.length === 0}
+            onClick={() => setBackfillOpen(true)}
+          >一键补齐缺失（{data?.missing.length ?? 0}）</Button>
+        </Space>
+      </Card>
+
+      {backfillRunning && backfillProgress && (
+        <Alert
+          type="info" showIcon style={{ marginBottom: 16 }}
+          message={`补齐进行中：${backfillProgress.done}/${backfillProgress.total} — ${backfillProgress.current}`}
+        />
+      )}
+
+      <Card title={`缺失组合（${data?.missing.length ?? 0}） · 按全域 / 区域分组`} size="small">
+        <Table<MissingRowWithGroup>
+          columns={missingColumns}
+          dataSource={groupedMissing}
+          rowKey="target_id"
+          loading={loading}
+          pagination={{ pageSize: 30 }}
+          size="small"
+        />
+      </Card>
+
+      <Modal
+        title="一键补齐缺失组合"
+        open={backfillOpen}
+        onCancel={() => setBackfillOpen(false)}
+        onOk={handleBackfillMissing}
+        okText="开始补齐" cancelText="取消"
+      >
+        <p>将串行调用 <code>POST /admin/ai/run/app2_finance</code>，逐个生成共 <strong>{data?.missing.length ?? 0}</strong> 条缓存。</p>
+        <p>每条耗时约 30-120 秒，总耗时 <strong>{Math.ceil((data?.missing.length ?? 0) * 1.5)}</strong>~<strong>{Math.ceil((data?.missing.length ?? 0) * 2.5)}</strong> 分钟。</p>
+        <p style={{ color: "#d46b08" }}>期间此标签页请保持打开，关闭会中断补齐。</p>
+      </Modal>
+    </div>
+  );
+};
+
+export default AIPrewarm;

apps/backend/.env.local

@@ -45,4 +45,4 @@ LOG_LEVEL=INFO
 # ------------------------------------------------------------------------------
 # ETL 项目路径（子进程 cwd，缺省按 monorepo 相对路径推算）
 # ------------------------------------------------------------------------------
-# ETL_PROJECT_PATH=C:/NeoZQYY/apps/etl/connectors/feiqiu
+# ETL_PROJECT_PATH=C:/Project/NeoZQYY/apps/etl/connectors/feiqiu

apps/backend/app/ai/config.py

@@ -14,17 +14,18 @@ from dataclasses import dataclass
 class AIConfig:
     """AI 模块配置，从环境变量加载。不可变（frozen）。"""
 
-    api_key: str                    # DASHSCOPE_API_KEY
-    workspace_id: str | None        # DASHSCOPE_WORKSPACE_ID（可选）
-    app_id_1_chat: str              # DASHSCOPE_APP_ID_1_CHAT
-    app_id_2_finance: str           # DASHSCOPE_APP_ID_2_FINANCE
-    app_id_3_clue: str              # DASHSCOPE_APP_ID_3_CLUE
-    app_id_4_analysis: str          # DASHSCOPE_APP_ID_4_ANALYSIS
-    app_id_5_tactics: str           # DASHSCOPE_APP_ID_5_TACTICS
-    app_id_6_note: str              # DASHSCOPE_APP_ID_6_NOTE
-    app_id_7_customer: str          # DASHSCOPE_APP_ID_7_CUSTOMER
-    app_id_8_consolidate: str       # DASHSCOPE_APP_ID_8_CONSOLIDATE
-    internal_api_token: str         # INTERNAL_API_TOKEN
+    api_key: str                       # DASHSCOPE_API_KEY
+    workspace_id: str | None           # DASHSCOPE_WORKSPACE_ID（可选）
+    app_id_1_chat: str                 # DASHSCOPE_APP_ID_1_CHAT
+    app_id_2_finance: str              # DASHSCOPE_APP_ID_2_FINANCE
+    app_id_2a_finance_area: str        # DASHSCOPE_APP_ID_2A_FINANCE_AREA（2026-04-23 新增，区域财务洞察）
+    app_id_3_clue: str                 # DASHSCOPE_APP_ID_3_CLUE
+    app_id_4_analysis: str             # DASHSCOPE_APP_ID_4_ANALYSIS
+    app_id_5_tactics: str              # DASHSCOPE_APP_ID_5_TACTICS
+    app_id_6_note: str                 # DASHSCOPE_APP_ID_6_NOTE
+    app_id_7_customer: str             # DASHSCOPE_APP_ID_7_CUSTOMER
+    app_id_8_consolidate: str          # DASHSCOPE_APP_ID_8_CONSOLIDATE
+    internal_api_token: str            # INTERNAL_API_TOKEN
 
     @classmethod
     def from_env(cls) -> AIConfig:
@@ -37,6 +38,7 @@ class AIConfig:
             "DASHSCOPE_API_KEY": "api_key",
             "DASHSCOPE_APP_ID_1_CHAT": "app_id_1_chat",
             "DASHSCOPE_APP_ID_2_FINANCE": "app_id_2_finance",
+            "DASHSCOPE_APP_ID_2A_FINANCE_AREA": "app_id_2a_finance_area",
             "DASHSCOPE_APP_ID_3_CLUE": "app_id_3_clue",
             "DASHSCOPE_APP_ID_4_ANALYSIS": "app_id_4_analysis",
             "DASHSCOPE_APP_ID_5_TACTICS": "app_id_5_tactics",

apps/backend/app/ai/prompts/__init__.py

@@ -1 +1,28 @@
-# AI Prompt 模板子模块
+"""AI 应用 Prompt 拼装模块。
+
+8 个百炼自定义应用的后端 prompt 拼装函数集中此处。
+- 所有函数返回 str：直接传给 dashscope.Application.call(prompt=...)
+- system prompt 在百炼控制台配置，本模块只负责拼数据上下文 JSON
+- 数据源走 data_fetchers / board_service，集中真实业务数据
+- 失败降级：数据获取失败时拼"_data_warnings"字段，不阻断 AI 调用
+"""
+
+from app.ai.prompts.app2_finance_prompt import build_prompt as build_app2_prompt
+from app.ai.prompts.app2a_finance_area_prompt import build_prompt as build_app2a_area_prompt
+from app.ai.prompts.app3_clue_prompt import build_prompt as build_app3_prompt
+from app.ai.prompts.app4_analysis_prompt import build_prompt as build_app4_prompt
+from app.ai.prompts.app5_tactics_prompt import build_prompt as build_app5_prompt
+from app.ai.prompts.app6_note_prompt import build_prompt as build_app6_prompt
+from app.ai.prompts.app7_customer_prompt import build_prompt as build_app7_prompt
+from app.ai.prompts.app8_consolidation_prompt import build_prompt as build_app8_prompt
+
+__all__ = [
+    "build_app2_prompt",
+    "build_app2a_area_prompt",
+    "build_app3_prompt",
+    "build_app4_prompt",
+    "build_app5_prompt",
+    "build_app6_prompt",
+    "build_app7_prompt",
+    "build_app8_prompt",
+]

apps/backend/app/ai/prompts/app2a_finance_area_prompt.py

@@ -0,0 +1,498 @@
+"""应用 2a 区域财务洞察 Prompt 拼装（app2_finance 的区域派生版本）。
+
+面向 72 组合中 area != 'all' 的 64 个组合（8 时间 × 8 业态）。
+
+差异点（相较 app2_finance）：
+- payload 新增顶层字段：「业态说明」「区域占比」
+- 派生比率精简：仅「人力成本占成交收入比」「优惠侵蚀率」（其他比率区域级无法计算）
+- 单位经济区域级：支持客单价/日均订单数及环比（暂不输出会员占比，与 v1.2 system prompt H6 对齐）
+- 按星期聚合区域级：无「日均现金流入」（区域级无 cash_inflow 数据）
+- 日粒度异常区域级：仅对 gross_amount 做异常检测（无 cash_inflow）
+- 不注入：预收资产/现金流入/现金流出/储值卡余额变化（全店级字段，区域级无业务意义）
+
+数据源：
+- 主数据：board_service.get_finance_board(time, area, compare=1)
+- 日粒度：etl 库 app.v_dws_finance_area_daily（按 area_code 过滤）
+- 区域占比：调用 board_service 两次（一次区域 + 一次 all）后派生
+"""
+
+from __future__ import annotations
+
+import logging
+from collections import defaultdict
+from datetime import datetime
+from typing import Any
+
+from app.services.board_service import _calc_date_range, _calc_prev_range, get_finance_board
+
+# 复用 app2_finance_prompt 的公共常量与辅助函数
+from app.ai.prompts.app2_finance_prompt import (
+    AREA_LABELS,
+    DIMENSION_LABELS,
+    DIMENSION_MAP,
+    INDUSTRY_BASELINES,
+    _aggregate_expense,
+    _build_coach_kpi,
+    _build_discount_kpi,
+    _slim,
+    _translate_keys,
+    _WEEKDAY_MIN_DAYS,
+    _ANOMALY_DEVIATION,
+    _ANOMALY_MAX_ITEMS,
+    _ANOMALY_MIN_DAYS,
+    _ANOMALY_MIN_SAME_WEEKDAY,
+    _WEEKDAY_ZH,
+)
+
+logger = logging.getLogger(__name__)
+
+
+# 业态特征字典（与 v1.2 system prompt「三、业态特征」章节对齐）
+# trait：业态的数据表征（客单/订单密度/会员占比/周期规律）
+# peer：典型对比项（给 AI 做区域对比时的参照方向）
+AREA_INDUSTRY_TRAITS: dict[str, dict[str, str]] = {
+    "hall": {
+        "trait": "大厅（合并 hallA+B+C）· 散客主力 · 客单价中等 · 订单密度最高 · 会员占比相对低",
+        "peer": "与 VIP 包厢对比单客贡献差异 · 与团购占比对比获客成本",
+    },
+    "hallA": {
+        "trait": "A 区大厅 · 散客主力 · 客单价中等 · 订单密度高",
+        "peer": "与 hallB/hallC 对比识别区位差异 · 与 hall 合计对比看单区占比",
+    },
+    "hallB": {
+        "trait": "B 区大厅 · 散客主力 · 客单价中等 · 订单密度高",
+        "peer": "与 hallA/hallC 对比识别区位差异",
+    },
+    "hallC": {
+        "trait": "C 区大厅（含 TV 台/美洲豹赛台）· 散客主力 · 客单价中等偏上 · 订单密度较高",
+        "peer": "与 hallA/hallB 对比识别区位差异",
+    },
+    "vip": {
+        "trait": "VIP 台球包厢 · 会员主力 · 客单价显著高于大厅 2-3 倍 · 订单密度低 · 助教服务收入占比高",
+        "peer": "与 hall 大厅对比单客贡献 · 与 snooker 对比高客单群体差异",
+    },
+    "snooker": {
+        "trait": "斯诺克 · 专业台球爱好者 · 客单价中高 · 会员占比较高 · 周末/夜场爆满",
+        "peer": "与 VIP 对比高端群体结构 · 与 hall 对比专业 vs 大众",
+    },
+    "mahjong": {
+        "trait": "麻将房 · 散客 + 小团 · 客单价高（时长计费）· 停留久 · 订单密度低 · 助教参与度极低",
+        "peer": "与 KTV 对比包间型业态 · 与 hall 对比客单价与时长",
+    },
+    "ktv": {
+        "trait": "团建房 · 团建场景 · 客单价集中在套餐 · 订单密度低 · 周末峰值明显 · 助教几乎不参与",
+        "peer": "与 mahjong 对比包间型业态 · 与 vip 对比高客单群体",
+    },
+}
+
+
+def _fetch_area_daily_series(
+    site_id: int, start_date: str, end_date: str, area_code: str,
+) -> list[tuple] | None:
+    """查区域级日粒度 [start, end]，供单位经济/按星期/异常检测复用。
+
+    返回字段顺序：(stat_date, gross, order_count, member_order_count, confirmed)
+    注：区域级无 cash_inflow（对齐 v1.2 H6 降级），故与全店版 series 字段少一个 cash_in。
+
+    area_code 必须为非 "all" 的具体业态编码。
+    """
+    from app.database import get_connection
+    from app.services.fdw_queries import _fdw_context
+
+    try:
+        conn = get_connection()
+    except Exception:
+        logger.debug("区域日粒度查询连接失败", exc_info=True)
+        return None
+
+    try:
+        with _fdw_context(conn, site_id) as cur:
+            cur.execute(
+                """
+                SELECT stat_date,
+                       COALESCE(gross_amount, 0)        AS gross,
+                       COALESCE(order_count, 0)         AS order_count,
+                       COALESCE(member_order_count, 0)  AS member_order_count,
+                       COALESCE(confirmed_income, 0)    AS confirmed
+                  FROM app.v_dws_finance_area_daily
+                 WHERE area_code = %s
+                   AND stat_date >= %s::date
+                   AND stat_date <= %s::date
+                 ORDER BY stat_date
+                """,
+                (area_code, start_date, end_date),
+            )
+            rows = cur.fetchall()
+    except Exception:
+        logger.debug(
+            "区域日粒度查询失败: site_id=%s area=%s", site_id, area_code, exc_info=True,
+        )
+        return None
+    finally:
+        try:
+            conn.close()
+        except Exception:
+            pass
+
+    active = [
+        (r[0], float(r[1]), int(r[2] or 0), int(r[3] or 0), float(r[4] or 0))
+        for r in rows
+        if float(r[1] or 0) > 0
+    ]
+    return active if active else None
+
+
+def _build_area_unit_economics(
+    series: list[tuple] | None,
+    prev_series: list[tuple] | None = None,
+) -> dict | None:
+    """区域级单位经济：客单价 + 日均订单数（含环比）。
+
+    与全店版差异：
+    - 不输出「会员订单占比」（对齐 v1.2 system prompt H6 · 等 DWS 回填完成 + A/B 评估后再开放）
+    - series 字段顺序：(stat_date, gross, order_count, member_order_count, confirmed)
+
+    月初场景（上期样本 < 5 天）附加"样本不足"后缀让 AI 降权引用。
+    """
+    if not series:
+        return None
+    total_orders = sum(r[2] for r in series)
+    if total_orders <= 0:
+        return None
+    total_gross = sum(r[1] for r in series)
+    total_confirmed = sum(r[4] for r in series)
+    days = len(series)
+
+    price_confirmed = total_confirmed / total_orders
+    price_gross = total_gross / total_orders
+    daily_orders = total_orders / days
+
+    out: dict[str, Any] = {
+        "总订单数": total_orders,
+        "日均订单数": round(daily_orders, 1),
+        "客单价_按成交收入": round(price_confirmed, 2),
+        "客单价_按发生额": round(price_gross, 2),
+    }
+
+    if prev_series:
+        prev_orders = sum(r[2] for r in prev_series)
+        if prev_orders > 0:
+            prev_days = len(prev_series)
+            prev_gross = sum(r[1] for r in prev_series)
+            prev_confirmed = sum(r[4] for r in prev_series)
+            low_sample = prev_days < 5
+
+            def _pct_change(cur: float, prev: float) -> str:
+                if prev <= 0:
+                    return "无上期数据"
+                value = f"{(cur - prev) / prev * 100:+.1f}%"
+                return f"{value}（上期仅 {prev_days} 天，样本不足仅供参考）" if low_sample else value
+
+            out["客单价_按成交收入_环比"] = _pct_change(price_confirmed, prev_confirmed / prev_orders)
+            out["客单价_按发生额_环比"] = _pct_change(price_gross, prev_gross / prev_orders)
+            out["日均订单数_环比"] = _pct_change(daily_orders, prev_orders / prev_days)
+    return out
+
+
+def _aggregate_by_weekday_area(series: list[tuple] | None) -> dict | None:
+    """区域级按星期聚合（无现金流入字段）。
+
+    series 字段顺序：(stat_date, gross, order_count, member_order_count, confirmed)
+    """
+    if not series or len(series) < _WEEKDAY_MIN_DAYS:
+        return None
+    buckets: dict[int, list[tuple]] = defaultdict(list)
+    for row in series:
+        buckets[row[0].weekday()].append(row)
+    out: dict[str, dict] = {}
+    for wd in range(7):
+        rows = buckets.get(wd) or []
+        if not rows:
+            continue
+        n = len(rows)
+        out[_WEEKDAY_ZH[wd]] = {
+            "日均发生额": round(sum(r[1] for r in rows) / n, 2),
+            "日均订单数": round(sum(r[2] for r in rows) / n, 1),
+            "营业日数": n,
+        }
+    return out or None
+
+
+def _detect_anomaly_days_area(
+    series: list[tuple] | None,
+) -> list[dict] | None:
+    """区域级日粒度异常（仅对 gross_amount 做，无现金流入）。
+
+    series 字段顺序：(stat_date, gross, order_count, member_order_count, confirmed)
+    """
+    if not series or len(series) < _ANOMALY_MIN_DAYS:
+        return None
+
+    def _scan(idx: int, label: str) -> list[dict]:
+        vals = [row[idx] for row in series]
+        global_mean = sum(vals) / len(vals)
+        if global_mean <= 0:
+            return []
+
+        by_weekday: dict[int, list[float]] = defaultdict(list)
+        for d, *metrics in series:
+            by_weekday[d.weekday()].append(metrics[idx - 1])
+        weekday_mean: dict[int, float] = {
+            wd: (sum(xs) / len(xs)) for wd, xs in by_weekday.items()
+        }
+
+        flagged: list[dict] = []
+        for d, *metrics in series:
+            v = metrics[idx - 1]
+            wd = d.weekday()
+            same_count = len(by_weekday.get(wd, []))
+            if same_count >= _ANOMALY_MIN_SAME_WEEKDAY and weekday_mean[wd] > 0:
+                base = weekday_mean[wd]
+                base_label = f"同{_WEEKDAY_ZH[wd]}均值"
+            else:
+                base = global_mean
+                base_label = "期均"
+
+            deviation = (v - base) / base
+            if abs(deviation) >= _ANOMALY_DEVIATION:
+                flagged.append({
+                    "日期": f"{d} {_WEEKDAY_ZH[wd]}",
+                    "指标": label,
+                    "当日": round(v, 2),
+                    "基线": round(base, 2),
+                    "基线类型": base_label,
+                    "偏离": f"{deviation * 100:+.1f}%",
+                    "_abs_dev": abs(deviation),
+                })
+        return flagged
+
+    candidates = _scan(1, "发生额")  # 区域级仅发生额做异常（无现金流入）
+    if not candidates:
+        return None
+    candidates.sort(key=lambda x: x["_abs_dev"], reverse=True)
+    out = []
+    for c in candidates[:_ANOMALY_MAX_ITEMS]:
+        c.pop("_abs_dev", None)
+        out.append(c)
+    return out
+
+
+async def _fetch_area_share(
+    site_id: int, time_dimension: str, area_confirmed: float,
+) -> dict | None:
+    """查全店成交收入 + 上期全店成交收入，派生「区域占比」字段。
+
+    返回：{本区域成交收入, 占全店成交收入, 占比环比}
+    失败或数据不足返回 None。
+    """
+    board_time = DIMENSION_MAP.get(time_dimension)
+    if not board_time:
+        return None
+    try:
+        all_board = await get_finance_board(
+            time=board_time, area="all", compare=1, site_id=site_id,
+        )
+    except Exception:
+        logger.debug("区域占比·全店数据查询失败", exc_info=True)
+        return None
+
+    all_overview = (all_board or {}).get("overview") or {}
+    all_confirmed = float(all_overview.get("confirmed_revenue") or 0)
+    if all_confirmed <= 0:
+        return None
+
+    share = area_confirmed / all_confirmed
+    out: dict[str, Any] = {
+        "本区域成交收入": round(area_confirmed, 2),
+        "全店成交收入": round(all_confirmed, 2),
+        "占全店成交收入": f"{share * 100:.1f}%",
+    }
+    # 环比：上期区域占比（本轮简化：若 all 的 confirmed_revenue_compare 可用，则给出"全店环比参照"让 AI 自己对比）
+    # 本区域占比环比 = （本期区域占比 − 上期区域占比），需查上期 area board，为避免额外 DB 访问，暂只给出本期占比
+    return out
+
+
+def _build_area_derived_ratios(
+    overview: dict | None, coach_kpi: dict | None, discount_kpi: dict | None,
+) -> dict | None:
+    """区域级派生比率：仅「人力成本占成交收入比」「优惠侵蚀率」。
+
+    其他比率（储值卡占比/结余率）区域级无数据，不输出。
+    """
+    if not isinstance(overview, dict):
+        return None
+    confirmed = float(overview.get("confirmed_revenue") or 0)
+    ratios: dict[str, Any] = {}
+
+    if coach_kpi and confirmed > 0:
+        total_pay = float(coach_kpi.get("人力薪酬合计") or 0)
+        if total_pay > 0:
+            ratios["人力成本占成交收入比"] = round(total_pay / confirmed, 4)
+
+    if discount_kpi and confirmed > 0:
+        total_discount = float(discount_kpi.get("总优惠") or 0)
+        gross = float(overview.get("occurrence") or 0)
+        if gross > 0:
+            ratios["优惠侵蚀率"] = round(total_discount / gross, 4)
+
+    return ratios or None
+
+
+async def build_prompt(
+    context: dict,
+    cache_svc: Any | None = None,  # 兼容统一签名
+) -> str:
+    """构建 app2a 区域财务洞察 prompt 字符串。
+
+    Args:
+        context: site_id, time_dimension, area（area != 'all'）
+
+    Returns:
+        JSON 序列化的 prompt 字符串，字段已翻译为中文。
+
+    Raises:
+        ValueError: time_dimension 不支持 · area 为 'all' · area 不在白名单
+    """
+    import json
+
+    site_id = context["site_id"]
+    time_dimension = context["time_dimension"]
+    area = context.get("area")
+
+    if area == "all":
+        raise ValueError("app2a_finance_area 仅处理区域组合 · area='all' 应走 app2_finance")
+    if area not in AREA_LABELS:
+        raise ValueError(f"app2a_finance_area 不支持的区域: {area}")
+
+    board_time = DIMENSION_MAP.get(time_dimension)
+    if not board_time:
+        raise ValueError(f"app2a_finance_area 不支持的时间维度: {time_dimension}")
+
+    try:
+        board_data = await get_finance_board(
+            time=board_time, area=area, compare=1, site_id=site_id,
+        )
+    except Exception:
+        logger.warning(
+            "app2a 财务看板查询失败: site_id=%s dimension=%s area=%s",
+            site_id, time_dimension, area, exc_info=True,
+        )
+        board_data = {}
+
+    overview = board_data.get("overview") if isinstance(board_data, dict) else None
+    revenue = board_data.get("revenue") if isinstance(board_data, dict) else None
+    coach = board_data.get("coach_analysis") if isinstance(board_data, dict) else None
+    expense = board_data.get("expense") if isinstance(board_data, dict) else None
+
+    discount_kpi = _build_discount_kpi(revenue, overview)
+    coach_kpi = _build_coach_kpi(coach)
+    expense_kpi = _aggregate_expense(expense)
+    ratios = _build_area_derived_ratios(overview, coach_kpi, discount_kpi)
+
+    # 原始数据 slim 后翻译，供 AI 追溯细节
+    slim_data = _slim(board_data) or {}
+    raw_cn = _translate_keys(slim_data)
+
+    # 对比口径（所有环比字段的前置依赖 · H1）
+    compare_caliber: dict[str, Any] | None = None
+    try:
+        cur_start, cur_end = _calc_date_range(board_time)
+        prev_start, prev_end = _calc_prev_range(board_time, cur_start, cur_end)
+        cur_days = (cur_end - cur_start).days + 1
+        prev_days = (prev_end - prev_start).days + 1
+        compare_caliber = {
+            "当期范围": f"{cur_start} ~ {cur_end}（{cur_days} 天）",
+            "对比期范围": f"{prev_start} ~ {prev_end}（{prev_days} 天）",
+            "对齐方式": "上期同天数对齐（非整月/整周对比）",
+            "说明": "所有 _环比 / _compare 字段均按上表口径计算；月中调用时对比期会自动截断到与当期相同天数",
+        }
+    except Exception:
+        logger.debug("对比口径字段生成失败（不影响主流程）", exc_info=True)
+
+    # 业态说明（v1.2 system prompt H7 引用依据）
+    trait_info = AREA_INDUSTRY_TRAITS.get(area, {})
+    industry_brief = {
+        "区域编码": area,
+        "区域名称": AREA_LABELS.get(area, area),
+        "业态特征": trait_info.get("trait", "—"),
+        "典型对比项": trait_info.get("peer", "—"),
+    }
+
+    payload: dict[str, Any] = {
+        "当前时间": datetime.now().strftime("%Y-%m-%d %H:%M"),
+        "门店编号": site_id,
+        "时间维度": DIMENSION_LABELS.get(time_dimension, time_dimension),
+        "区域": AREA_LABELS.get(area, area),
+        **({"对比口径": compare_caliber} if compare_caliber else {}),
+        "业态说明": industry_brief,
+        "核心KPI": {
+            "发生额": float((overview or {}).get("occurrence") or 0),
+            "发生额环比": (overview or {}).get("occurrence_compare") or "持平",
+            "成交收入": float((overview or {}).get("confirmed_revenue") or 0),
+            "成交收入环比": (overview or {}).get("confirmed_revenue_compare") or "持平",
+            # 区域级无现金流入数据（v1.2 H6 降级），不输出现金相关 KPI
+        },
+    }
+
+    # 派生比率（仅 2 项）
+    if ratios:
+        payload["派生比率"] = ratios
+
+    # 区域占比（需异步查全店）
+    area_confirmed = float((overview or {}).get("confirmed_revenue") or 0)
+    if area_confirmed > 0:
+        area_share = await _fetch_area_share(site_id, time_dimension, area_confirmed)
+        if area_share:
+            payload["区域占比"] = area_share
+
+    # 优惠构成（复用全店版逻辑）
+    if discount_kpi:
+        payload["优惠构成"] = discount_kpi
+
+    # 助教成本画像（复用全店版逻辑 · 空则整块不注入 · 符合 v1.2 H6）
+    if coach_kpi:
+        payload["助教成本"] = coach_kpi
+
+    # 支出概况（区域级仅助教支出有效，v1.2 禁谈运营/固定/平台支出 · 但注入给 AI 追溯）
+    # 注：v1.2 system prompt 明确要求 D 板块禁谈这三类，AI 自会规避
+    if expense_kpi:
+        payload["支出概况"] = expense_kpi
+
+    # 日粒度派生（区域级）
+    try:
+        start_date, end_date = _calc_date_range(board_time)
+        series = _fetch_area_daily_series(
+            site_id, str(start_date), str(end_date), area_code=area,
+        )
+        prev_series: list[tuple] | None = None
+        try:
+            prev_start, prev_end = _calc_prev_range(board_time, start_date, end_date)
+            prev_series = _fetch_area_daily_series(
+                site_id, str(prev_start), str(prev_end), area_code=area,
+            )
+        except Exception:
+            logger.debug("区域上期 series 查询失败，客单价环比字段将省略", exc_info=True)
+
+        if series:
+            unit_econ = _build_area_unit_economics(series, prev_series=prev_series)
+            if unit_econ:
+                payload["单位经济"] = unit_econ
+            by_weekday = _aggregate_by_weekday_area(series)
+            if by_weekday:
+                payload["按星期聚合"] = by_weekday
+            anomalies = _detect_anomaly_days_area(series)
+            if anomalies:
+                payload["日粒度异常"] = anomalies
+    except Exception:
+        logger.debug("区域日粒度派生字段注入失败（不影响主流程）", exc_info=True)
+
+    # 行业基线
+    payload["行业基线"] = INDUSTRY_BASELINES
+
+    # 原始指标（slim 后的区域子集）
+    payload["原始指标"] = raw_cn
+
+    if not board_data:
+        payload["数据缺失提示"] = "区域财务看板数据获取失败，请基于已有缓存或常识分析"
+
+    return json.dumps(payload, ensure_ascii=False, default=str)

apps/backend/app/ai/schemas.py

@@ -37,6 +37,7 @@ class SSEEvent(BaseModel):
 
 class CacheTypeEnum(str, enum.Enum):
     APP2_FINANCE = "app2_finance"
+    APP2A_FINANCE_AREA = "app2a_finance_area"  # 2026-04-23 新增：区域财务洞察（64 组合）
     APP3_CLUE = "app3_clue"
     APP4_ANALYSIS = "app4_analysis"
     APP5_TACTICS = "app5_tactics"

apps/backend/app/config.py

@@ -11,7 +11,7 @@ from pathlib import Path
 from dotenv import load_dotenv
 
 # CHANGE 2026-03-07 | 项目根目录定位：防止 junction/symlink 穿透到 D 盘
-# 背景：C:\NeoZQYY 是 junction → D:\NeoZQYY\...\repo，
+# 背景：C:\Project\NeoZQYY 是 junction → D:\NeoZQYY\...\repo，
 # Path(__file__).resolve() 和 absolute() 都可能解析到 D 盘，
 # 导致加载 D 盘的 .env（路径全指向 D 盘），ETL 命令因此携带错误路径。
 # 策略：环境变量 > 已知固定路径 > __file__ 推算（最后手段）

apps/backend/app/routers/admin_ai.py

@@ -27,8 +27,8 @@ from typing import Optional
 
 from fastapi import APIRouter, Depends, HTTPException, Query, status
 
-from app.auth.dependencies import CurrentUser
-from app.middleware.permission import require_permission
+from app.auth.dependencies import CurrentUser, get_current_user
+from app.middleware.permission import require_permission  # 保留给可能的其他依赖
 from app.schemas.admin_ai import (
     AlertActionResponse,
     AlertListResponse,
@@ -40,11 +40,18 @@ from app.schemas.admin_ai import (
     CacheInvalidateRequest,
     CacheInvalidateResponse,
     DashboardResponse,
+    ManualTriggerRequest,
+    ManualTriggerResponse,
+    PrewarmProgressResponse,
     RetryResponse,
+    RunAppRequest,
+    RunAppResponse,
     RunLogDetailResponse,
     RunLogListResponse,
+    TriggerItem,
     TriggerJobDetailResponse,
     TriggerJobListResponse,
+    TriggerUpdateRequest,
 )
 from app.services.ai.admin_service import AdminAIService
 
@@ -62,18 +69,43 @@ _admin_svc = AdminAIService()
 
 def _require_admin():
     """
-    管理端依赖：要求 JWT status=approved 且角色包含 site_admin 或 tenant_admin。
+    管理端依赖：直接从 JWT 读 roles 判定是否 admin（site_admin / tenant_admin / super_admin）。
+
+    2026-04-21：改为不依赖 auth.users.status 查询（admin-web 登录用 admin_users 表，
+    与 require_permission 走的 auth.users 不是同一张表）。status 实时校验通过 admin_users.is_active。
     """
 
     async def _dependency(
-        user: CurrentUser = Depends(require_permission()),
+        user: CurrentUser = Depends(get_current_user),
     ) -> CurrentUser:
-        admin_roles = {"site_admin", "tenant_admin"}
+        admin_roles = {"site_admin", "tenant_admin", "super_admin"}
         if not admin_roles.intersection(user.roles):
             raise HTTPException(
                 status_code=status.HTTP_403_FORBIDDEN,
-                detail="需要管理员权限（site_admin 或 tenant_admin）",
+                detail="需要管理员权限（site_admin / tenant_admin / super_admin）",
             )
+
+        # 实时校验 admin_users 表的 is_active（若 user_id 在该表）
+        from app.database import get_connection
+        conn = get_connection()
+        try:
+            with conn.cursor() as cur:
+                cur.execute(
+                    "SELECT is_active FROM admin_users WHERE id = %s",
+                    (user.user_id,),
+                )
+                row = cur.fetchone()
+            conn.commit()
+        finally:
+            conn.close()
+
+        # 在 admin_users 中找到且未激活 → 拒绝
+        if row is not None and not row[0]:
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail="管理员账号已禁用",
+            )
+        # 不在 admin_users 中但 JWT 带 admin 角色（如 xcx 用户临时升权），也允许通过
         return user
 
     return _dependency
@@ -85,10 +117,18 @@ def _require_admin():
 @router.get("/dashboard", response_model=DashboardResponse)
 async def get_dashboard(
     site_id: Optional[int] = Query(None, description="门店 ID 筛选"),
+    range_days: Optional[int] = Query(None, ge=1, le=365, description="回溯天数：1=今日 / 3 / 7 / 10"),
+    date_from: Optional[str] = Query(None, description="起始日期 YYYY-MM-DD（与 date_to 成对使用）"),
+    date_to: Optional[str] = Query(None, description="结束日期 YYYY-MM-DD"),
     user: CurrentUser = Depends(_require_admin()),
 ) -> DashboardResponse:
-    """总览统计（支持 site_id 筛选）。"""
-    data = await _admin_svc.get_dashboard(site_id=site_id)
+    """总览统计（支持 site_id + 时间范围筛选）。"""
+    data = await _admin_svc.get_dashboard(
+        site_id=site_id,
+        range_days=range_days,
+        date_from=date_from,
+        date_to=date_to,
+    )
     return DashboardResponse(**data)
 
 
@@ -292,3 +332,152 @@ async def ignore_alert(
     """忽略告警：alert_status → ignored。"""
     new_status = await _admin_svc.ignore_alert(log_id)
     return AlertActionResponse(id=log_id, alert_status=new_status)
+
+
+# ── 按需执行单个 App（admin-web 重新生成按钮用）──────────
+
+
+_SUPPORTED_APP_TYPES = {
+    "app2_finance",
+    "app2a_finance_area",  # 2026-04-23 新增：区域财务洞察
+    "app3_clue",
+    "app4_analysis",
+    "app5_tactics",
+    "app6_note",
+    "app7_customer",
+    "app8_consolidation",
+}
+
+
+@router.post("/run/{app_type}", response_model=RunAppResponse)
+async def run_single_app(
+    app_type: str,
+    body: RunAppRequest,
+    user: CurrentUser = Depends(_require_admin()),
+) -> RunAppResponse:
+    """按需执行单个 App，跳过链路编排。
+
+    使用场景：admin-web 缓存详情页 / 告警页的"重新生成"按钮。
+    熔断/限流/预算检查由 dispatcher._run_step 自动执行。
+    结果写入 ai_cache，失败不抛异常，通过 success=False 返回。
+    """
+    if app_type not in _SUPPORTED_APP_TYPES:
+        raise HTTPException(
+            status_code=400,
+            detail=f"不支持的 app_type: {app_type}；支持 {sorted(_SUPPORTED_APP_TYPES)}",
+        )
+
+    from app.ai.dispatcher import get_dispatcher
+
+    try:
+        dispatcher = get_dispatcher()
+    except RuntimeError as exc:
+        raise HTTPException(status_code=503, detail=str(exc)) from exc
+
+    context = body.model_dump(exclude_none=True)
+
+    try:
+        result = await dispatcher.run_single_app(
+            app_type=app_type,
+            context=context,
+            triggered_by=f"admin:{user.user_id}",
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+    if result is None:
+        return RunAppResponse(
+            app_type=app_type,
+            success=False,
+            error="AI 调用失败（详情见 ai_run_logs，可能为熔断/限流/预算/超时）",
+        )
+    return RunAppResponse(app_type=app_type, success=True, result=result)
+
+
+# ── 触发器管理（biz.trigger_jobs）─────────────────────────
+
+
+@router.get("/triggers", response_model=list[TriggerItem])
+async def list_triggers(
+    _user: CurrentUser = Depends(_require_admin()),
+) -> list[TriggerItem]:
+    """列出所有 AI 相关触发器（job_type=ai_* 或 task_generator）。"""
+    rows = await _admin_svc.list_triggers()
+    return [TriggerItem(**r) for r in rows]
+
+
+@router.patch("/triggers/{trigger_id}", response_model=TriggerItem)
+async def update_trigger(
+    trigger_id: int,
+    body: TriggerUpdateRequest,
+    _user: CurrentUser = Depends(_require_admin()),
+) -> TriggerItem:
+    """更新触发器：启用/禁用、修改 cron 表达式、修改描述。"""
+    try:
+        row = await _admin_svc.update_trigger(
+            trigger_id,
+            status_new=body.status,
+            cron_expression=body.cron_expression,
+            description=body.description,
+        )
+    except ValueError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    return TriggerItem(**row)
+
+
+# ── 预热进度查询 ─────────────────────────────────────────
+
+
+@router.get("/prewarm/progress", response_model=PrewarmProgressResponse)
+async def get_prewarm_progress(
+    site_id: int = Query(..., description="门店 ID"),
+    _user: CurrentUser = Depends(_require_admin()),
+) -> PrewarmProgressResponse:
+    """查询 app2_finance 72 组合预热进度（done / missing）。"""
+    data = await _admin_svc.get_prewarm_progress(site_id)
+    return PrewarmProgressResponse(**data)
+
+
+# ── 手动事件触发（跨越去重）──────────────────────────────
+
+
+@router.post("/trigger-event", response_model=ManualTriggerResponse)
+async def manual_trigger_event(
+    body: ManualTriggerRequest,
+    user: CurrentUser = Depends(_require_admin()),
+) -> ManualTriggerResponse:
+    """手动触发 AI 事件链，默认 is_forced=True 跳过去重。
+
+    事件类型：consumption / dws_completed / note_created / task_assigned
+    """
+    from app.ai.dispatcher import TriggerEvent, get_dispatcher
+
+    valid_events = {"consumption", "dws_completed", "note_created", "task_assigned"}
+    if body.event_type not in valid_events:
+        raise HTTPException(
+            status_code=400,
+            detail=f"非法 event_type: {body.event_type}；支持 {sorted(valid_events)}",
+        )
+
+    try:
+        dispatcher = get_dispatcher()
+    except RuntimeError as exc:
+        raise HTTPException(status_code=503, detail=str(exc)) from exc
+
+    payload = dict(body.payload or {})
+    if body.assistant_id is not None:
+        payload.setdefault("assistant_id", body.assistant_id)
+
+    event = TriggerEvent(
+        event_type=body.event_type,
+        site_id=body.site_id,
+        member_id=body.member_id,
+        payload=payload,
+        is_forced=body.is_forced,
+    )
+    logger.info(
+        "admin 手动触发事件: user=%s event=%s site_id=%s member_id=%s forced=%s",
+        user.user_id, body.event_type, body.site_id, body.member_id, body.is_forced,
+    )
+    job_id = await dispatcher.handle_trigger(event)
+    return ManualTriggerResponse(trigger_job_id=job_id)

apps/backend/app/routers/xcx_coaches.py

@@ -14,13 +14,27 @@ from fastapi import APIRouter, Depends
 
 from app.auth.dependencies import CurrentUser
 from app.middleware.permission import require_permission
-from app.schemas.xcx_coaches import CoachDetailResponse
+from app.schemas.xcx_coaches import CoachBannerResponse, CoachDetailResponse
 from app.services import coach_service
 from app.trace.decorators import trace_service
 
 router = APIRouter(prefix="/api/xcx/coaches", tags=["小程序助教"])
 
 
+@router.get("/{coach_id}/banner", response_model=CoachBannerResponse)
+@trace_service("获取助教 banner", "Get coach banner")
+async def get_coach_banner(
+    coach_id: int,
+    user: CurrentUser = Depends(require_permission("view_board_coach")),
+):
+    """
+    助教 banner 轻量信息（仅 name / level / store_name）。
+
+    比 /{coach_id} 快一个数量级，供 PERF-2 等只需 banner 的页面调用。
+    """
+    return await coach_service.get_coach_banner(coach_id, user.site_id)
+
+
 @router.get("/{coach_id}", response_model=CoachDetailResponse)
 @trace_service("获取助教详情", "Get coach detail")
 async def get_coach_detail(

apps/backend/app/routers/xcx_performance.py

@@ -11,7 +11,7 @@
 
 from __future__ import annotations
 
-from fastapi import APIRouter, Depends, Query
+from fastapi import APIRouter, Depends, HTTPException, Query
 
 from app.auth.dependencies import CurrentUser
 from app.middleware.permission import require_approved, require_permission
@@ -20,6 +20,7 @@ from app.schemas.xcx_performance import (
     PerformanceRecordsResponse,
 )
 from app.services import performance_service
+from app.services.role import get_user_permissions
 from app.trace.decorators import trace_service
 
 router = APIRouter(prefix="/api/xcx/performance", tags=["小程序绩效"])
@@ -46,9 +47,29 @@ async def get_performance_records(
     month: int = Query(..., ge=1, le=12),
     page: int = Query(1, ge=1),
     page_size: int = Query(20, ge=1, le=100),
-    user: CurrentUser = Depends(require_permission("view_tasks")),
+    coach_id: int | None = Query(None, description="目标助教 ID（仅管理员可用）"),
+    user: CurrentUser = Depends(require_approved()),
 ):
-    """绩效明细（PERF-2）。"""
+    """
+    绩效明细（PERF-2）。
+
+    权限分流（请求路径）：
+    - 不带 coach_id（查自己）：要求 view_tasks 权限，assistant_id 由 user 绑定决定
+    - 带 coach_id（查他人）：要求 view_board_coach 权限（manager/head_coach/staff），
+      assistant_id 直接用传入值；同 site 由 user.site_id 隐式约束
+    """
+    user_perms = await get_user_permissions(user.user_id, user.site_id)
+
+    if coach_id is None:
+        if "view_tasks" not in user_perms:
+            raise HTTPException(status_code=403, detail="权限不足")
+        return await performance_service.get_records(
+            user.user_id, user.site_id, year, month, page, page_size,
+        )
+
+    if "view_board_coach" not in user_perms:
+        raise HTTPException(status_code=403, detail="权限不足")
     return await performance_service.get_records(
-        user.user_id, user.site_id, year, month, page, page_size
+        user.user_id, user.site_id, year, month, page, page_size,
+        assistant_id_override=coach_id,
     )

apps/backend/app/schemas/xcx_coaches.py

@@ -8,12 +8,29 @@ from app.schemas.base import CamelModel
 
 
 class PerformanceMetrics(CamelModel):
-    monthly_hours: float
-    monthly_salary: float
-    customer_balance: float
-    tasks_completed: int
-    perf_current: float
-    perf_target: float
+    """绩效概览 -- 与任务页 PerformanceSummary 统一数据源（monthly_summary 实时值）。"""
+    # 核心绩效字段（来自 build_performance_summary，与任务页一致）
+    total_hours: float = 0
+    total_income: float = 0
+    total_customers: int = 0
+    month_label: str = ""
+    tier_nodes: list[float] = []
+    basic_hours: float = 0
+    bonus_hours: float = 0
+    current_tier: int = 0
+    next_tier_hours: float = 0
+    tier_completed: bool = False
+    bonus_money: float = 0
+    income_trend: str = ""
+    income_trend_dir: str = "up"
+    prev_month: str = ""
+    current_tier_label: str = ""
+    # 助教详情页专属扩展字段
+    customer_balance: float = 0
+    tasks_completed: int = 0
+    # 兼容旧字段名（前端渐进适配）
+    monthly_hours: float = 0
+    monthly_salary: float = 0
 
 
 class IncomeItem(CamelModel):
@@ -56,6 +73,7 @@ class TopCustomer(CamelModel):
     # CHANGE 2026-03-29 | str → float：后端返回原始数字，前端 WXS 格式化（避免 NaN）
     balance: float
     consume: float
+    is_scattered: bool = False  # 散客标识，前端据此置灰名称
 
 
 class CoachServiceRecord(CamelModel):
@@ -71,6 +89,7 @@ class CoachServiceRecord(CamelModel):
     income: float
     date: str
     perf_hours: str | None = None
+    is_scattered: bool = False  # 散客标识，前端据此置灰名称
 
 
 class HistoryMonth(CamelModel):
@@ -94,6 +113,20 @@ class CoachNoteItem(CamelModel):
     created_at: str
 
 
+class CoachTaskStats(CamelModel):
+    """当月任务完成统计（回访/召回分类）。"""
+    callback: int = 0   # follow_up_visit 完成数
+    recall: int = 0     # high_priority_recall + priority_recall 完成数
+
+
+class CoachBannerResponse(CamelModel):
+    """助教 banner 轻量响应（仅 name / level / store_name），用于 PERF-2 等只需 banner 的页面。"""
+    id: int
+    name: str
+    level: str = ""
+    store_name: str = ""
+
+
 class CoachDetailResponse(CamelModel):
     """COACH-1 响应。"""
     # 基础信息
@@ -101,6 +134,8 @@ class CoachDetailResponse(CamelModel):
     name: str
     avatar: str
     level: str
+    # 门店名称：跟随被查看助教所在门店，供小程序 banner 展示
+    store_name: str = ""
     skills: list[str] = []
     work_years: float = 0
     customer_count: int = 0
@@ -111,6 +146,8 @@ class CoachDetailResponse(CamelModel):
     income: IncomeSection
     # 档位
     tier_nodes: list[float] = []
+    # 当月任务完成统计
+    task_stats: CoachTaskStats = CoachTaskStats()
     # 任务分组
     visible_tasks: list[CoachTaskItem] = []
     hidden_tasks: list[CoachTaskItem] = []

apps/backend/app/schemas/xcx_customers.py

@@ -64,6 +64,7 @@ class ConsumptionRecord(CamelModel):
     coaches: list[CoachServiceItem] = []
     food_amount: float | None = None
     food_orig_price: float | None = None
+    food_detail: str | None = None
     total_amount: float
     total_orig_price: float | None = None
     pay_method: str | None = None
@@ -76,6 +77,8 @@ class RetentionClue(CamelModel):
 class CustomerNote(CamelModel):
     id: int
     tag_label: str
+    creator_name: str = ""
+    creator_role: str = ""
     created_at: str
     content: str
 

apps/backend/app/schemas/xcx_performance.py

@@ -21,6 +21,7 @@ class DateGroupRecord(CamelModel):
     member_id: int | None = None     # 前端用于计算头像颜色
     avatar_char: str | None = None   # PERF-1 返回，PERF-2 不返回
     heart_score: float | None = None # RS 分数，前端用于 heart-icon 组件
+    is_scattered: bool = False       # 散客（member_id ≤ 0）标识，前端据此置灰
     time_range: str
     hours: str
     course_type: str

apps/backend/app/services/board_service.py

@@ -406,9 +406,9 @@ def _query_coach_tasks(
     """
     查询助教任务完成数（BOARD-1 task 维度）。
 
-    CHANGE 2026-04-08 | Fix-13 改造：
-    - recall: 广义召回数（从 biz.recall_events 统计，按天去重，不重复叠加）
-    - callback: 回访完成数（从 biz.coach_tasks 统计，status='completed'）
+    CHANGE 2026-04-08 | Fix-13 改造
+    CHANGE 2026-04-13 | 狭义召回：recall 改为从 coach_tasks 统计 status='completed'，
+    不再使用 recall_events（广义）。recall + callback 统一口径。
     """
     if not assistant_ids:
         return {}
@@ -416,41 +416,27 @@ def _query_coach_tasks(
     result: dict[int, dict] = {}
     try:
         with conn.cursor() as cur:
-            # 广义召回数：从 recall_events 统计（天然去重）
+            # 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(
                 """
-                SELECT assistant_id, COUNT(*) AS recall_count
-                FROM biz.recall_events
-                WHERE assistant_id = ANY(%s)
-                  AND site_id = %s
-                  AND pay_time >= %s::date
-                  AND pay_time < (%s::date + INTERVAL '1 day')
-                GROUP BY assistant_id
-                """,
-                (assistant_ids, site_id, start_date, end_date),
-            )
-            for row in cur.fetchall():
-                result.setdefault(row[0], {"recall": 0, "callback": 0})
-                result[row[0]]["recall"] = row[1] or 0
-
-            # 回访完成数：从 coach_tasks 统计
-            cur.execute(
-                """
-                SELECT assistant_id, COUNT(*) AS callback_count
+                SELECT assistant_id, task_type, COUNT(*) AS cnt
                 FROM biz.coach_tasks
                 WHERE assistant_id = ANY(%s)
                   AND site_id = %s
                   AND completed_at >= %s::date
                   AND completed_at < (%s::date + INTERVAL '1 day')::timestamptz
                   AND status = 'completed'
-                  AND task_type = 'follow_up_visit'
-                GROUP BY assistant_id
+                GROUP BY assistant_id, task_type
                 """,
                 (assistant_ids, site_id, start_date, end_date),
             )
             for row in cur.fetchall():
-                result.setdefault(row[0], {"recall": 0, "callback": 0})
-                result[row[0]]["callback"] = row[1] or 0
+                aid, task_type, cnt = row[0], row[1], row[2] or 0
+                result.setdefault(aid, {"recall": 0, "callback": 0})
+                if task_type in ("high_priority_recall", "priority_recall"):
+                    result[aid]["recall"] += cnt
+                elif task_type == "follow_up_visit":
+                    result[aid]["callback"] += cnt
 
         conn.commit()
     except Exception:

apps/backend/app/services/coach_service.py

@@ -25,6 +25,7 @@ from decimal import Decimal
 
 from app.services import fdw_queries
 from app.services.task_generator import compute_heart_icon
+from app.services.task_manager import build_performance_summary
 from app.trace.decorators import trace_service
 
 logger = logging.getLogger(__name__)
@@ -87,6 +88,51 @@ def _format_currency(amount: float) -> str:
 # ── 6.1 核心函数 ──────────────────────────────────────────
 
 
+@trace_service("获取助教 banner", "Get coach banner")
+async def get_coach_banner(coach_id: int, site_id: int) -> dict:
+    """
+    助教 banner 轻量信息（仅 name / level / store_name）。
+
+    用途：小程序需要展示助教 banner 但不需要详情页全套数据时
+    （如 PERF-2 业绩明细页 banner）。比 get_coach_detail 快一个数量级
+    （仅 2~3 条 SQL，跳过绩效/TOP/服务记录/任务/备注/历史月份）。
+    """
+    conn = _get_biz_connection()
+    try:
+        # 1. name + level（来自 v_dim_assistant + level_map）
+        info = fdw_queries.get_assistant_info(conn, site_id, coach_id)
+        if not info:
+            raise HTTPException(status_code=404, detail="助教不存在")
+
+        # 2. store_name（来自业务库 biz.sites）
+        store_name = ""
+        try:
+            with conn.cursor() as cur:
+                cur.execute(
+                    "SELECT site_name FROM biz.sites WHERE site_id = %s",
+                    (site_id,),
+                )
+                row = cur.fetchone()
+                if row:
+                    store_name = row[0] or ""
+            conn.commit()
+        except Exception:
+            logger.warning("查询 store_name 失败，降级为空", exc_info=True)
+            try:
+                conn.rollback()
+            except Exception:
+                pass
+
+        return {
+            "id": coach_id,
+            "name": info.get("name", ""),
+            "level": info.get("level", ""),
+            "store_name": store_name,
+        }
+    finally:
+        conn.close()
+
+
 @trace_service("获取助教详情", "Get coach detail")
 async def get_coach_detail(coach_id: int, site_id: int) -> dict:
     """
@@ -103,14 +149,35 @@ async def get_coach_detail(coach_id: int, site_id: int) -> dict:
 
         now = datetime.date.today()
 
-        # 绩效数据（当月）
-        salary_this = fdw_queries.get_salary_calc(
-            conn, site_id, coach_id, now.year, now.month
-        )
-        if not salary_this:
-            salary_this = {}
+        # 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
+        # （psycopg2 的 InFailedSqlTransaction），导致此处 SELECT 拿不到结果。
+        store_name = ""
+        try:
+            with conn.cursor() as cur:
+                cur.execute(
+                    "SELECT site_name FROM biz.sites WHERE site_id = %s",
+                    (site_id,),
+                )
+                row = cur.fetchone()
+                if row:
+                    store_name = row[0] or ""
+            conn.commit()
+        except Exception:
+            logger.warning("查询 store_name 失败，降级为空", exc_info=True)
+            try:
+                conn.rollback()
+            except Exception:
+                pass
 
-        # customerBalance：该助教所有客户余额合计
+        # 绩效数据：统一使用 build_performance_summary（与任务页同源，数据来自 monthly_summary 实时值）
+        try:
+            perf_summary = build_performance_summary(conn, site_id, coach_id)
+        except Exception:
+            logger.warning("build_performance_summary 失败，降级为空", exc_info=True)
+            perf_summary = {}
+
+        # customerBalance：该助教所有客户余额合计（绩效概览之外的扩展数据）
         customer_balance = 0.0
         try:
             top_custs = fdw_queries.get_coach_top_customers(conn, site_id, coach_id, limit=1000)
@@ -121,76 +188,65 @@ async def get_coach_detail(coach_id: int, site_id: int) -> dict:
         except Exception:
             logger.warning("查询 customerBalance 失败，降级为 0", exc_info=True)
 
-        # tasksCompleted：当月已完成任务数
+        # tasksCompleted + taskStats：当月已完成任务数，按类型分组
+        # tasksCompleted + taskStats：当月已完成任务数（狭义：助教亲自完成，不含 resolved）
         tasks_completed = 0
+        task_stats = {"callback": 0, "recall": 0}
         try:
             month_start = now.replace(day=1)
             with conn.cursor() as cur:
                 cur.execute(
                     """
-                    SELECT COUNT(*)
+                    SELECT task_type, COUNT(*) AS cnt
                     FROM biz.coach_tasks
                     WHERE assistant_id = %s
                       AND status = 'completed'
                       AND updated_at >= %s
+                    GROUP BY task_type
                     """,
                     (coach_id, month_start),
                 )
-                row = cur.fetchone()
-                tasks_completed = row[0] if row else 0
+                for row in cur.fetchall():
+                    task_type, cnt = row[0], row[1]
+                    tasks_completed += cnt
+                    if task_type == "follow_up_visit":
+                        task_stats["callback"] += cnt
+                    elif task_type in ("high_priority_recall", "priority_recall"):
+                        task_stats["recall"] += cnt
         except Exception:
             logger.warning("查询 tasksCompleted 失败，降级为 0", exc_info=True)
 
-        # customerCount：不重复客户数（从 top_customers 获取）
-        customer_count = 0
-        try:
-            cc_map = fdw_queries.get_monthly_customer_count(
-                conn, site_id, coach_id, [now.strftime("%Y-%m-01")]
-            )
-            customer_count = sum(cc_map.values())
-        except Exception:
-            logger.warning("查询 customerCount 失败，降级为 0", exc_info=True)
+        # customerCount：从绩效概览获取，回退到独立查询
+        customer_count = perf_summary.get("total_customers", 0)
+        if not customer_count:
+            try:
+                cc_map = fdw_queries.get_monthly_customer_count(
+                    conn, site_id, coach_id, [now.strftime("%Y-%m-01")]
+                )
+                customer_count = sum(cc_map.values())
+            except Exception:
+                logger.warning("查询 customerCount 失败，降级为 0", exc_info=True)
 
+        # 构建 performance 字段：合并绩效概览 + 助教详情专属扩展字段
         performance = {
-            "monthly_hours": salary_this.get("total_hours", 0.0),
-            # CHANGE 2026-03-26 | 到手 = base_income + bonus_income + bonus_money + room_income（DWS 层已扣抽成）
-            "monthly_salary": (
-                salary_this.get("assistant_pd_money_total", 0.0)
-                + salary_this.get("assistant_cx_money_total", 0.0)
-                + salary_this.get("bonus_money", 0.0)
-                + salary_this.get("room_income", 0.0)
-            ),
+            **perf_summary,
+            # 助教详情页专属字段（绩效概览中没有的）
             "customer_balance": customer_balance,
             "tasks_completed": tasks_completed,
-            "perf_current": salary_this.get("total_hours", 0.0),
-            # CHANGE 2026-03-19 | perf_target 从 tier_nodes 推算，不再依赖 salary_calc 的硬编码 0
-            "perf_target": 0.0,  # 占位，下方用 tier_nodes 覆盖
+            # 兼容旧字段名（前端渐进适配）
+            "monthly_hours": perf_summary.get("total_hours", 0.0),
+            "monthly_salary": perf_summary.get("total_income", 0.0),
         }
 
         # ── 扩展模块（独立 try/except 优雅降级）──
 
-        # 收入明细 + 档位
+        # 收入明细
         try:
             income = _build_income(conn, site_id, coach_id, now)
         except Exception:
             logger.warning("构建 income 失败，降级为空", exc_info=True)
             income = {"this_month": [], "last_month": []}
 
-        try:
-            tier_nodes = _build_tier_nodes(conn, site_id)
-        except Exception:
-            logger.warning("构建 tierNodes 失败，降级为 fallback", exc_info=True)
-            tier_nodes = list(_FALLBACK_TIER_NODES)
-
-        # CHANGE 2026-03-19 | 用 tier_nodes 推算 perf_target（下一档 min_hours）
-        current_hours = performance["perf_current"]
-        perf_target = tier_nodes[-1] if tier_nodes else 0.0  # 默认最高档
-        for node in tier_nodes:
-            if node > current_hours:
-                perf_target = node
-                break
-        performance["perf_target"] = perf_target
-
         # TOP 客户
         try:
             top_customers = _build_top_customers(conn, site_id, coach_id)
@@ -231,17 +287,20 @@ async def get_coach_detail(coach_id: int, site_id: int) -> dict:
             "id": coach_id,
             "name": assistant_info.get("name", ""),
             "avatar": assistant_info.get("avatar", ""),
-            "level": salary_this.get("coach_level", assistant_info.get("level", "")),
+            "level": perf_summary.get("current_tier_label", assistant_info.get("level", "")),
+            "store_name": store_name,
             "skills": assistant_info.get("skills", []),
             "work_years": assistant_info.get("work_years", 0.0),
             "customer_count": customer_count,
             "hire_date": assistant_info.get("hire_date"),
-            # 绩效
+            # 绩效（包含 tier_nodes、total_hours 等完整字段）
             "performance": performance,
             # 收入
             "income": income,
-            # 档位
-            "tier_nodes": tier_nodes,
+            # 档位（保留顶级字段兼容前端已有逻辑）
+            "tier_nodes": perf_summary.get("tier_nodes", list(_FALLBACK_TIER_NODES)),
+            # 当月任务完成统计（回访/召回分类）
+            "task_stats": task_stats,
             # 任务分组
             "visible_tasks": task_groups["visible_tasks"],
             "hidden_tasks": task_groups["hidden_tasks"],
@@ -377,7 +436,12 @@ def _build_top_customers(
     result = []
     for i, cust in enumerate(raw):
         mid = cust.get("member_id")
-        name = cust.get("customer_name", "")
+        # 散客（member_id ≤ 0）展示"散客待转换会员"，头像首字统一为"?"
+        is_scattered = not mid or mid <= 0
+        if is_scattered:
+            name = "散客待转换会员"
+        else:
+            name = cust.get("customer_name", "")
         score = relation_map.get(mid, 0.0)
 
         # 四级 heart icon 映射（P6 AC3，rs_display 0-10 刻度）
@@ -398,7 +462,8 @@ def _build_top_customers(
         result.append({
             "id": mid or 0,
             "name": name,
-            "initial": _get_initial(name),
+            "initial": "?" if is_scattered else _get_initial(name),
+            "is_scattered": is_scattered,
             "avatar_gradient": _get_avatar_gradient(i),
             "heart_emoji": heart_emoji,
             "score": f"{score:.2f}",
@@ -428,7 +493,13 @@ def _build_service_records(
 
     result = []
     for i, rec in enumerate(raw):
-        name = rec.get("customer_name", "")
+        # 散客（member_id ≤ 0）展示"散客待转换会员"，头像首字统一为"?"
+        mid = rec.get("member_id")
+        is_scattered = not mid or mid <= 0
+        if is_scattered:
+            name = "散客待转换会员"
+        else:
+            name = rec.get("customer_name", "")
         course_type = rec.get("course_type", "")
 
         # type_class 映射
@@ -446,11 +517,12 @@ def _build_service_records(
         result.append({
             "customer_id": rec.get("member_id"),
             "customer_name": name,
-            "initial": _get_initial(name),
+            "initial": "?" if is_scattered else _get_initial(name),
+            "is_scattered": is_scattered,
             "avatar_gradient": _get_avatar_gradient(i),
             "type": course_type or "课程",
             "type_class": type_class,
-            "table": rec.get("table_name") or None,
+            "table": rec.get("table_name") or "",
             "duration": f"{hours:.1f}h",
             "income": float(income),
             "date": date_str,
@@ -481,7 +553,15 @@ def _build_task_groups(
             FROM biz.coach_tasks
             WHERE assistant_id = %s
               AND status IN ('active', 'inactive', 'abandoned')
-            ORDER BY created_at DESC
+            ORDER BY
+              CASE task_type
+                WHEN 'high_priority_recall' THEN 0
+                WHEN 'priority_recall' THEN 1
+                WHEN 'follow_up_visit' THEN 2
+                WHEN 'relationship_building' THEN 3
+                ELSE 4
+              END,
+              created_at DESC
             """,
             (coach_id,),
         )

apps/backend/app/services/customer_service.py

@@ -287,32 +287,43 @@ def _build_retention_clues(customer_id: int, conn) -> list[dict]:
     return [{"type": r[0] or "", "text": r[1] or ""} for r in rows]
 
 
+NOTE_TYPE_LABELS = {"normal": "备注", "follow_up": "回访", "system": "系统", "ai": "AI"}
+
+
 def _build_notes(customer_id: int, conn) -> list[dict]:
     """
     构建 notes 模块。
 
     查询 biz.notes WHERE target_type='member'，最多 20 条，按 created_at 倒序。
+    JOIN auth.users 获取创建者名称，JOIN auth.user_site_roles + auth.roles 获取角色。
     """
     with conn.cursor() as cur:
         cur.execute(
             """
-            SELECT id, type, created_at, content
-            FROM biz.notes
-            WHERE target_type = 'member'
-              AND target_id = %s
-            ORDER BY created_at DESC
+            SELECT n.id, n.type, n.created_at, n.content,
+                   COALESCE(u.nickname, '') AS creator_name,
+                   COALESCE(r.name, '') AS role_name
+            FROM biz.notes n
+            LEFT JOIN auth.users u ON n.user_id = u.id
+            LEFT JOIN auth.user_site_roles usr
+                ON n.user_id = usr.user_id
+               AND usr.is_removed = false
+            LEFT JOIN auth.roles r ON usr.role_id = r.id
+            WHERE n.target_type = 'member'
+              AND n.target_id = %s
+            ORDER BY n.created_at DESC
             LIMIT 20
             """,
             (customer_id,),
         )
         rows = cur.fetchall()
 
-    NOTE_TYPE_LABELS = {"normal": "备注", "system": "系统", "ai": "AI"}
-
     return [
         {
             "id": r[0],
             "tag_label": NOTE_TYPE_LABELS.get(r[1], r[1] or "备注"),
+            "creator_name": r[4] or "",
+            "creator_role": r[5] or "",
             "created_at": r[2].strftime("%Y-%m-%d %H:%M") if r[2] else "",
             "content": r[3] or "",
         }
@@ -323,22 +334,92 @@ def _build_notes(customer_id: int, conn) -> list[dict]:
 # ── 3.3 消费记录 ──────────────────────────────────────────
 
 
+def _build_coaches_from_json(coaches_json: list, level_map: dict) -> list[dict]:
+    """从 SQL json_agg 结果构建 coaches 子数组。"""
+    coaches = []
+    for c in coaches_json:
+        level_code = c.get("assistant_level")
+        level_name = level_map.get(level_code, "") if level_code else ""
+        hrs = float(c.get("service_hours") or 0)
+        fee = float(c.get("ledger_amount") or 0)
+        if fee or hrs:
+            coaches.append({
+                "name": c.get("assistant_name", ""),
+                "level": level_name,
+                "level_color": LEVEL_COLOR_MAP.get(level_name, ""),
+                "course_type": c.get("course_type") or "基础课",
+                "hours": f"{hrs:.1f}h",
+                "perf_hours": None,
+                "fee": fee,
+            })
+    return coaches
+
+
+def _build_settlement_card(rec: dict, table_name_map: dict, level_map: dict) -> dict:
+    """从一条结算单级记录构建前端卡片数据。"""
+    import json as _json
+    coaches_json = rec.get("coaches_json") or []
+    if isinstance(coaches_json, str):
+        coaches_json = _json.loads(coaches_json)
+    coaches = _build_coaches_from_json(coaches_json, level_map)
+
+    settle_time = rec.get("settle_time")
+    date_str = settle_time.strftime("%Y-%m-%d") if settle_time else ""
+    start_raw = rec.get("start_time")
+    end_raw = rec.get("end_time")
+    start_str = start_raw.strftime("%H:%M") if start_raw else None
+    end_str = end_raw.strftime("%H:%M") if end_raw else None
+
+    svc_hours = rec.get("service_hours", 0.0)
+    dur_h = int(svc_hours)
+    dur_m = int((svc_hours - dur_h) * 60)
+    duration_str = f"{dur_h}h {dur_m}min" if dur_h > 0 else f"{dur_m}min"
+
+    table_fee = rec.get("table_charge_money", 0.0)
+    adjust = rec.get("adjust_amount", 0.0)
+    table_orig = None
+    if adjust > 0.01:
+        table_orig = round(table_fee + adjust, 2)
+
+    total_actual = rec.get("total_amount", 0.0)
+    consume_orig = rec.get("consume_money", 0.0)
+    total_orig = consume_orig if consume_orig > total_actual + 0.01 else None
+
+    return {
+        "id": rec.get("id", ""),
+        "type": "table",
+        "date": date_str,
+        "table_name": table_name_map.get(rec.get("table_id"), str(rec.get("table_id", ""))),
+        "start_time": start_str,
+        "end_time": end_str,
+        "duration": duration_str,
+        "table_fee": table_fee,
+        "table_orig_price": table_orig,
+        "coaches": coaches,
+        "food_amount": rec.get("goods_money", 0.0),
+        "food_orig_price": None,
+        "food_detail": rec.get("drinks"),
+        "total_amount": total_actual,
+        "total_orig_price": total_orig,
+        "pay_method": "",
+        "recharge_amount": None,
+    }
+
+
 def _build_consumption_records(
     customer_id: int, site_id: int, conn, *, etl_conn: Any = None
 ) -> list[dict]:
     """
     构建 consumptionRecords 模块。
 
-    调用 fdw_queries.get_consumption_records() 获取结算单列表。
-    ⚠️ DWD-DOC 规则 1: totalAmount 使用 ledger_amount（items_sum 口径）。
-    ⚠️ DWD-DOC 规则 2: coaches fee 使用 assistant_pd_money / assistant_cx_money。
+    按结算单粒度返回，同一结算单下多个助教聚合到 coaches 数组。
+    ⚠️ DWD-DOC 规则 1: totalAmount 使用 SUM(ledger_amount)（items_sum 口径）。
     ⚠️ 废单排除: is_delete = 0，正向交易: settle_type IN (1, 3)。
     """
     raw_records = fdw_queries.get_consumption_records(
         conn, site_id, customer_id, limit=5, offset=0, etl_conn=etl_conn
     )
 
-    result = []
     # 批量查询台桌名称
     table_ids = list({rec.get("table_id") for rec in raw_records if rec.get("table_id")})
     table_name_map: dict = {}
@@ -364,81 +445,7 @@ def _build_consumption_records(
     except Exception:
         pass
 
-    for rec in raw_records:
-        # 构建 coaches 子数组
-        coaches = []
-        pd_money = rec.get("assistant_pd_money", 0.0)
-        cx_money = rec.get("assistant_cx_money", 0.0)
-        level_code = rec.get("assistant_level")
-        level_name = level_map.get(level_code, "") if level_code else ""
-
-        if pd_money:
-            hrs = rec.get("service_hours", 0.0)
-            coaches.append({
-                "name": rec.get("assistant_name", ""),
-                "level": level_name,
-                "level_color": LEVEL_COLOR_MAP.get(level_name, ""),
-                "course_type": "基础课",
-                "hours": f"{hrs:.1f}h",
-                "perf_hours": None,
-                "fee": pd_money,
-            })
-        if cx_money:
-            coaches.append({
-                "name": rec.get("assistant_name", ""),
-                "level": level_name,
-                "level_color": LEVEL_COLOR_MAP.get(level_name, ""),
-                "course_type": "激励课",
-                "hours": "0h",
-                "perf_hours": None,
-                "fee": cx_money,
-            })
-
-        settle_time = rec.get("settle_time")
-        date_str = settle_time.strftime("%Y-%m-%d") if settle_time else ""
-        start_raw = rec.get("start_time")
-        end_raw = rec.get("end_time")
-        # 格式化时间为 HH:mm
-        start_str = start_raw.strftime("%H:%M") if start_raw else None
-        end_str = end_raw.strftime("%H:%M") if end_raw else None
-        # 格式化时长为 Xh Xmin
-        svc_hours = rec.get("service_hours", 0.0)
-        dur_h = int(svc_hours)
-        dur_m = int((svc_hours - dur_h) * 60)
-        duration_str = f"{dur_h}h {dur_m}min" if dur_h > 0 else f"{dur_m}min"
-
-        # 台费原价：table_charge_money + adjust_amount（台费调整/大客户优惠）
-        table_fee = rec.get("table_charge_money", 0.0)
-        adjust = rec.get("adjust_amount", 0.0)
-        table_orig = None
-        if adjust > 0.01:
-            table_orig = round(table_fee + adjust, 2)
-
-        # 总金额原价（consume_money > items_sum 时显示）
-        total_actual = rec.get("total_amount", 0.0)
-        consume_orig = rec.get("consume_money", 0.0)
-        total_orig = consume_orig if consume_orig > total_actual + 0.01 else None
-
-        result.append({
-            "id": rec.get("id", ""),
-            "type": "table",
-            "date": date_str,
-            "table_name": table_name_map.get(rec.get("table_id"), str(rec.get("table_id", ""))),
-            "start_time": start_str,
-            "end_time": end_str,
-            "duration": duration_str,
-            "table_fee": table_fee,
-            "table_orig_price": table_orig,
-            "coaches": coaches,
-            "food_amount": rec.get("goods_money", 0.0),
-            "food_orig_price": None,
-            "total_amount": total_actual,
-            "total_orig_price": total_orig,
-            "pay_method": "",
-            "recharge_amount": None,
-        })
-
-    return result
+    return [_build_settlement_card(rec, table_name_map, level_map) for rec in raw_records]
 
 
 # ── 3.4 关联助教任务（T2-2）──────────────────────────────
@@ -996,10 +1003,9 @@ def _get_consumption_records_by_month(
     *, etl_conn=None,
 ) -> list[dict]:
     """
-    按月份过滤的消费记录，复用 _build_consumption_records 的构建逻辑。
+    按月份过滤的消费记录，复用 _build_settlement_card 构建逻辑。
 
-    ⚠️ DWD-DOC 规则 1: totalAmount 使用 ledger_amount。
-    ⚠️ DWD-DOC 规则 2: coaches fee 使用 assistant_pd_money / assistant_cx_money。
+    ⚠️ DWD-DOC 规则 1: totalAmount 使用 SUM(ledger_amount)（items_sum 口径）。
     """
     raw_records = fdw_queries.get_consumption_records(
         conn, site_id, customer_id, limit=200, offset=0, etl_conn=etl_conn,
@@ -1031,77 +1037,7 @@ def _get_consumption_records_by_month(
     except Exception:
         pass
 
-    result = []
-    for rec in raw_records:
-        coaches = []
-        pd_money = rec.get("assistant_pd_money", 0.0)
-        cx_money = rec.get("assistant_cx_money", 0.0)
-        level_code = rec.get("assistant_level")
-        level_name = level_map.get(level_code, "") if level_code else ""
-
-        if pd_money:
-            hrs = rec.get("service_hours", 0.0)
-            coaches.append({
-                "name": rec.get("assistant_name", ""),
-                "level": level_name,
-                "level_color": LEVEL_COLOR_MAP.get(level_name, ""),
-                "course_type": "基础课",
-                "hours": f"{hrs:.1f}h",
-                "perf_hours": None,
-                "fee": pd_money,
-            })
-        if cx_money:
-            coaches.append({
-                "name": rec.get("assistant_name", ""),
-                "level": level_name,
-                "level_color": LEVEL_COLOR_MAP.get(level_name, ""),
-                "course_type": "激励课",
-                "hours": "0h",
-                "perf_hours": None,
-                "fee": cx_money,
-            })
-
-        settle_time = rec.get("settle_time")
-        date_str = settle_time.strftime("%Y-%m-%d") if settle_time else ""
-        start_raw = rec.get("start_time")
-        end_raw = rec.get("end_time")
-        start_str = start_raw.strftime("%H:%M") if start_raw else None
-        end_str = end_raw.strftime("%H:%M") if end_raw else None
-        svc_hours = rec.get("service_hours", 0.0)
-        dur_h = int(svc_hours)
-        dur_m = int((svc_hours - dur_h) * 60)
-        duration_str = f"{dur_h}h {dur_m}min" if dur_h > 0 else f"{dur_m}min"
-
-        table_fee = rec.get("table_charge_money", 0.0)
-        adjust = rec.get("adjust_amount", 0.0)
-        table_orig = None
-        if adjust > 0.01:
-            table_orig = round(table_fee + adjust, 2)
-
-        total_actual = rec.get("total_amount", 0.0)
-        consume_orig = rec.get("consume_money", 0.0)
-        total_orig = consume_orig if consume_orig > total_actual + 0.01 else None
-
-        result.append({
-            "id": rec.get("id", ""),
-            "type": "table",
-            "date": date_str,
-            "table_name": table_name_map.get(rec.get("table_id"), str(rec.get("table_id", ""))),
-            "start_time": start_str,
-            "end_time": end_str,
-            "duration": duration_str,
-            "table_fee": table_fee,
-            "table_orig_price": table_orig,
-            "coaches": coaches,
-            "food_amount": rec.get("goods_money", 0.0),
-            "food_orig_price": None,
-            "total_amount": total_actual,
-            "total_orig_price": total_orig,
-            "pay_method": "",
-            "recharge_amount": None,
-        })
-
-    return result
+    return [_build_settlement_card(rec, table_name_map, level_map) for rec in raw_records]
 
 
 def _get_consumption_month_summary(

apps/backend/app/services/fdw_queries.py

@@ -180,10 +180,9 @@ def get_last_visit_days(
     """
     批量查询客户距上次到店天数。
 
-    来源: app.v_dwd_assistant_service_log。
-    废单排除: is_delete = 0（RLS 视图使用 is_delete 而非 is_trash）。
-    时间字段: create_time（对应 design.md 中的 settle_time）。
-    会员字段: tenant_member_id（对应 design.md 中的 member_id）。
+    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。
+    consumption_summary 按 stat_date 有多行快照，取最新一行。
 
     返回 {member_id: days_since_visit} 映射，无记录的会员不在结果中。
     """
@@ -194,16 +193,20 @@ def get_last_visit_days(
     with _fdw_context(conn, site_id, etl_conn=etl_conn) as cur:
         cur.execute(
             """
-            SELECT tenant_member_id,
-                   CURRENT_DATE - MAX(create_time::date) AS days_since_visit
-            FROM app.v_dwd_assistant_service_log
-            WHERE tenant_member_id = ANY(%s) AND is_delete = 0
-            GROUP BY tenant_member_id
+            SELECT member_id, days_since_last
+            FROM app.v_dws_member_consumption_summary
+            WHERE member_id = ANY(%s)
+              AND days_since_last IS NOT NULL
+            ORDER BY member_id, stat_date DESC
             """,
             (member_ids,),
         )
+        seen: set[int] = set()
         for row in cur.fetchall():
-            result[row[0]] = row[1]
+            mid = row[0]
+            if mid not in seen:
+                seen.add(mid)
+                result[mid] = row[1]
 
     return result
 
@@ -415,19 +418,24 @@ def batch_query_for_task_list(
             for row in cur.fetchall():
                 balance_map[row[0]] = Decimal(str(row[1])) if row[1] is not None else Decimal("0")
 
-            # 3. 最后到店天数
+            # 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
             cur.execute(
                 """
-                SELECT tenant_member_id,
-                       CURRENT_DATE - MAX(create_time::date) AS days_since_visit
-                FROM app.v_dwd_assistant_service_log
-                WHERE tenant_member_id = ANY(%s) AND is_delete = 0
-                GROUP BY tenant_member_id
+                SELECT member_id, days_since_last
+                FROM app.v_dws_member_consumption_summary
+                WHERE member_id = ANY(%s)
+                  AND days_since_last IS NOT NULL
+                ORDER BY member_id, stat_date DESC
                 """,
                 (member_ids,),
             )
+            seen_members: set[int] = set()
             for row in cur.fetchall():
-                last_visit_map[row[0]] = row[1]
+                mid = row[0]
+                if mid not in seen_members:
+                    seen_members.add(mid)
+                    last_visit_map[mid] = row[1]
 
             # 4. RS 指数
             cur.execute(
@@ -687,6 +695,63 @@ def get_level_map(conn: Any, site_id: int) -> dict[int, str]:
         return {}
 
 
+@trace_service(description_zh="获取服务记录汇总", description_en="Get service records summary")
+def get_service_records_summary(
+    conn: Any,
+    site_id: int,
+    assistant_id: int,
+    year: int,
+    month: int,
+) -> dict:
+    """
+    单条 SQL 直接聚合月度汇总：count / sum(hours) / sum(income)。
+
+    用途：替代"先拉全量再 Python 算 summary"的高耗模式（PERF-2）。
+    口径与 get_service_records 完全一致（同表/同 JOIN/同费率公式）。
+    返回 { total_count, total_hours, total_hours_raw, total_income }；
+    total_hours_raw 暂沿用 0.0（DWD 层服务记录无折前时长字段）。
+    """
+    start_date = f"{year}-{month:02d}-01"
+    if month == 12:
+        end_date = f"{year + 1}-01-01"
+    else:
+        end_date = f"{year}-{month + 1:02d}-01"
+
+    with _fdw_context(conn, site_id) as cur:
+        cur.execute(
+            """
+            SELECT COUNT(*),
+                   COALESCE(SUM(sl.income_seconds / 3600.0), 0),
+                   COALESCE(SUM(
+                       CASE
+                           WHEN sl.skill_name ILIKE '%%激励%%' OR sl.skill_name ILIKE '%%超休%%'
+                           THEN (sl.income_seconds / 3600.0) * COALESCE(sc.bonus_course_price * (1 - sc.bonus_deduction_ratio), 0)
+                           ELSE (sl.income_seconds / 3600.0) * COALESCE(sc.base_course_price - sc.base_deduction, 0)
+                       END
+                   ), 0)
+            FROM app.v_dwd_assistant_service_log sl
+            LEFT JOIN app.v_dws_assistant_salary_calc sc
+                ON sl.site_assistant_id = sc.assistant_id
+                AND date_trunc('month', sl.create_time)::date = sc.salary_month
+            WHERE sl.site_assistant_id = %s AND sl.is_delete = 0
+              AND sl.create_time >= %s::timestamptz
+              AND sl.create_time < %s::timestamptz
+            """,
+            (assistant_id, start_date, end_date),
+        )
+        row = cur.fetchone()
+
+    if not row:
+        return {"total_count": 0, "total_hours": 0.0, "total_hours_raw": 0.0, "total_income": 0.0}
+
+    return {
+        "total_count": int(row[0] or 0),
+        "total_hours": round(float(row[1] or 0), 2),
+        "total_hours_raw": 0.0,  # DWD 层无折前时长字段；与原 compute_summary 行为一致
+        "total_income": round(float(row[2] or 0), 2),
+    }
+
+
 @trace_service(description_zh="获取服务记录", description_en="Get service records")
 def get_service_records(
     conn: Any,
@@ -1008,57 +1073,72 @@ def get_consumption_records(
     """
     查询客户消费记录（CUST-1 consumptionRecords 用）。
 
-    来源: app.v_dwd_assistant_service_log + v_dwd_settlement_head + v_dim_assistant。
-    ⚠️ DWD-DOC 规则 1: totalAmount 使用 ledger_amount（来自 service_log）。
-    ⚠️ DWD-DOC 规则 2: coaches fee 使用 assistant_pd_money / assistant_cx_money（来自 settlement_head）。
-    ⚠️ 费用拆分字段（table_charge_money, goods_money, settle_type）来自 settlement_head。
+    按结算单（order_settle_id）粒度返回，同一结算单下的多个助教聚合到 coaches 数组。
+    来源: v_dwd_settlement_head + v_dwd_assistant_service_log + v_dim_assistant。
+    ⚠️ DWD-DOC 规则 1: totalAmount 使用 SUM(ledger_amount)（items_sum 口径）。
     ⚠️ 废单排除: is_delete = 0。
     ⚠️ 正向交易: settle_type IN (1, 3)。
-    ⚠️ DQ-6: 助教姓名通过 v_dim_assistant 获取。
     """
     records: list[dict] = []
-    # CHANGE 2026-03-29 | CUST-3: 支持按月份过滤消费记录
     date_clause = ""
     date_params: list = []
     if start_date:
-        date_clause += " AND sl.create_time >= %s::timestamptz"
+        date_clause += " AND sh.create_time >= %s::timestamptz"
         date_params.append(start_date)
     if end_date:
-        date_clause += " AND sl.create_time < %s::timestamptz"
+        date_clause += " AND sh.create_time < %s::timestamptz"
         date_params.append(end_date)
 
     with _fdw_context(conn, site_id, etl_conn=etl_conn) as cur:
         cur.execute(
             f"""
-            SELECT sl.assistant_service_id AS id,
-                   sl.create_time AS settle_time,
-                   sl.start_use_time AS start_time,
-                   sl.last_use_time AS end_time,
-                   sl.income_seconds / 3600.0 AS service_hours,
-                   sl.ledger_amount AS total_amount,
-                   sl.skill_name AS course_type,
-                   sl.site_table_id AS table_id,
-                   sl.site_assistant_id AS assistant_id,
-                   COALESCE(da.nickname, da.real_name, '') AS assistant_name,
-                   da.level AS assistant_level,
+            SELECT sh.order_settle_id AS id,
+                   sh.create_time AS settle_time,
+                   MIN(sl.start_use_time) AS start_time,
+                   MAX(sl.last_use_time) AS end_time,
+                   SUM(sl.income_seconds) / 3600.0 AS service_hours,
+                   SUM(sl.ledger_amount) AS total_amount,
+                   MIN(sl.site_table_id) AS table_id,
                    sh.table_charge_money,
                    sh.goods_money,
-                   sh.assistant_pd_money,
-                   sh.assistant_cx_money,
-                   sh.settle_type,
                    sh.consume_money,
-                   sh.adjust_amount
-            FROM app.v_dwd_assistant_service_log sl
+                   sh.adjust_amount,
+                   gs_agg.drinks,
+                   json_agg(json_build_object(
+                       'assistant_id', sl.site_assistant_id,
+                       'assistant_name', COALESCE(da.nickname, da.real_name, ''),
+                       'assistant_level', da.level,
+                       'service_hours', sl.income_seconds / 3600.0,
+                       'ledger_amount', sl.ledger_amount,
+                       'course_type', sl.skill_name
+                   ) ORDER BY sl.ledger_amount DESC NULLS LAST) AS coaches_json
+            FROM app.v_dwd_settlement_head sh
+            INNER JOIN app.v_dwd_assistant_service_log sl
+                ON sh.order_settle_id = sl.order_settle_id
+               AND sl.tenant_member_id = %s
+               AND sl.is_delete = 0
             LEFT JOIN app.v_dim_assistant da
                 ON sl.site_assistant_id = da.assistant_id
-                AND da.scd2_is_current = 1
-            LEFT JOIN app.v_dwd_settlement_head sh
-                ON sl.order_settle_id = sh.order_settle_id
-            WHERE sl.tenant_member_id = %s
-              AND sl.is_delete = 0
-              AND sh.settle_type IN (1, 3)
+               AND da.scd2_is_current = 1
+            LEFT JOIN LATERAL (
+                SELECT string_agg(gs.ledger_name || '*' || gs.total_count, ' | ' ORDER BY gs.subtotal DESC) AS drinks
+                FROM (
+                    SELECT ledger_name,
+                           SUM(ledger_count) AS total_count,
+                           SUM(ledger_amount) AS subtotal
+                    FROM app.v_dwd_store_goods_sale
+                    WHERE order_settle_id = sh.order_settle_id
+                      AND is_delete = 0
+                    GROUP BY ledger_name
+                ) gs
+            ) gs_agg ON true
+            WHERE sh.settle_type IN (1, 3)
               {date_clause}
-            ORDER BY sl.create_time DESC
+            GROUP BY sh.order_settle_id, sh.create_time,
+                     sh.table_charge_money, sh.goods_money,
+                     sh.consume_money, sh.adjust_amount,
+                     gs_agg.drinks
+            ORDER BY sh.create_time DESC
             LIMIT %s OFFSET %s
             """,
             (member_id,) + tuple(date_params) + (limit, offset),
@@ -1071,18 +1151,13 @@ def get_consumption_records(
                 "end_time": row[3],
                 "service_hours": float(row[4]) if row[4] is not None else 0.0,
                 "total_amount": float(row[5]) if row[5] is not None else 0.0,
-                "course_type": row[6] or "",
-                "table_id": row[7],
-                "assistant_id": row[8],
-                "assistant_name": row[9] or "",
-                "assistant_level": row[10],  # int level code
-                "table_charge_money": float(row[11]) if row[11] is not None else 0.0,
-                "goods_money": float(row[12]) if row[12] is not None else 0.0,
-                "assistant_pd_money": float(row[13]) if row[13] is not None else 0.0,
-                "assistant_cx_money": float(row[14]) if row[14] is not None else 0.0,
-                "settle_type": row[15],
-                "consume_money": float(row[16]) if row[16] is not None else 0.0,
-                "adjust_amount": float(row[17]) if row[17] is not None else 0.0,
+                "table_id": row[6],
+                "table_charge_money": float(row[7]) if row[7] is not None else 0.0,
+                "goods_money": float(row[8]) if row[8] is not None else 0.0,
+                "consume_money": float(row[9]) if row[9] is not None else 0.0,
+                "adjust_amount": float(row[10]) if row[10] is not None else 0.0,
+                "drinks": row[11],
+                "coaches_json": row[12] or [],
             })
     return records
 
@@ -1741,8 +1816,13 @@ def get_coach_sv_data(
                   AND ri.session_count > 0
             ),
             period_consume AS (
+                -- DWD-DOC 规则 1: items_sum 需拆分计算，settlement_head 无此字段
                 SELECT sh.member_id,
-                       COALESCE(SUM(sh.items_sum), 0) AS consume_amount
+                       COALESCE(SUM(
+                           sh.table_charge_money + sh.goods_money
+                           + sh.assistant_pd_money + sh.assistant_cx_money
+                           + sh.electricity_money
+                       ), 0) AS consume_amount
                 FROM app.v_dwd_settlement_head sh
                 WHERE sh.member_id = ANY(SELECT member_id FROM coach_members)
                   AND sh.settle_type IN (1, 3)
@@ -2044,7 +2124,7 @@ def get_customer_board_balance(
                 "name": row[1] or "",
                 "balance": float(row[2]) if row[2] is not None else 0.0,
                 # CHANGE 2026-03-29 | last_visit 格式化为"X天前"，ideal_days 从 winback_index 获取
-                "last_visit": f"{row[3]}天前" if row[3] is not None else "--",
+                "last_visit": "今天" if row[3] == 0 else f"{row[3]}天前" if row[3] is not None else "--",
                 "last_visit_date": row[3],
                 "ideal_days": None,  # balance 维度无 ideal_days，由 board_service 补充
                 # CHANGE 2026-04-07 | Fix-4：consume_amount_60d 是 60 天总额，月均 = /2
@@ -2130,7 +2210,7 @@ def get_customer_board_recharge(
                 "recharges_60d": row[4] or 0,
                 "current_balance": float(row[5]) if row[5] is not None else 0.0,
                 # CHANGE 2026-03-29 | 补充 last_visit 和 ideal_days（头部展示用）
-                "last_visit": f"{row[6]}天前" if row[6] is not None else "--",
+                "last_visit": "今天" if row[6] == 0 else f"{row[6]}天前" if row[6] is not None else "--",
                 "ideal_days": None,  # 由 board_service 补充
             })
 
@@ -3492,12 +3572,19 @@ def get_nci_batch(
 
     来源: app.v_dws_member_newconv_index（RLS 视图）
     返回: {member_id: display_score}
+
+    FIX 2026-04-12: 排除已转老客的会员。NCI 表只在 NEW 阶段写入，
+    会员转 OLD 后不再更新，导致残留过时高分。用 WBI status='OLD' 过滤。
     """
     with _fdw_context(conn, site_id) as cur:
         cur.execute(
             """
-            SELECT member_id, COALESCE(display_score, 0)
-            FROM app.v_dws_member_newconv_index
+            SELECT n.member_id, COALESCE(n.display_score, 0)
+            FROM app.v_dws_member_newconv_index n
+            WHERE NOT EXISTS (
+                SELECT 1 FROM app.v_dws_member_winback_index w
+                WHERE w.member_id = n.member_id AND w.status = 'OLD'
+            )
             """
         )
         return {row[0]: Decimal(str(row[1])) for row in cur.fetchall()}
@@ -3547,6 +3634,7 @@ def get_all_service_pairs(
     返回: [{"assistant_id", "member_id", "rs"}]
     """
     with _fdw_context(conn, site_id) as cur:
+        # POOL 客户需 session_count >= 3 才纳入保底任务，MAIN/COMANAGE 无限制
         cur.execute(
             """
             SELECT assistant_id,
@@ -3554,6 +3642,7 @@ def get_all_service_pairs(
                    COALESCE(rs_display, 0) AS rs
             FROM app.v_dws_member_assistant_relation_index
             WHERE session_count > 0
+              AND (os_label IN ('MAIN', 'COMANAGE') OR session_count >= 3)
             """
         )
         return [

apps/backend/app/services/performance_service.py

@@ -82,10 +82,18 @@ def group_records_by_date(
 
         # CHANGE 2026-03-24 | 课程类型直接用数据库原始值（skill_name），不做二次映射
         raw_course_type = rec.get("course_type", "") or "基础课"
-        customer_name = rec.get("customer_name") or "未知客户"
+        # 散客（member_id ≤ 0）展示"散客待转换会员"；
+        # 真实会员姓名缺失时回退"未知客户"
+        mid_for_name = rec.get("member_id")
+        is_scattered = not mid_for_name or mid_for_name <= 0
+        if is_scattered:
+            customer_name = "散客待转换会员"
+        else:
+            customer_name = rec.get("customer_name") or "未知客户"
 
         record_item: dict = {
             "customer_name": customer_name,
+            "is_scattered": is_scattered,
             "time_range": time_range,
             "hours": f"{rec.get('service_hours', 0.0):.1f}",
             "course_type": raw_course_type,
@@ -594,29 +602,33 @@ def _build_customer_lists(
 async def get_records(
     user_id: int, site_id: int,
     year: int, month: int, page: int, page_size: int,
+    assistant_id_override: int | None = None,
 ) -> dict:
     """
     绩效明细（PERF-2）。
 
-    1. 获取 assistant_id
+    1. 获取 assistant_id（assistant_id_override 非空时直接使用，跳过 user 绑定查询）
     2. fdw_queries.get_service_records() 带分页
     3. 按日期分组为 dateGroups（不含 avatarChar/avatarColor）
     4. 计算 summary 汇总
     5. 返回 { summary, dateGroups, hasMore }
+
+    assistant_id_override 用于"管理员/店长查看其他助教"场景，
+    调用方负责完成越权校验后再传入目标 assistant_id。
     """
     conn = _get_connection()
     try:
-        assistant_id = _get_assistant_id(conn, user_id, site_id)
+        if assistant_id_override is not None:
+            assistant_id = assistant_id_override
+        else:
+            assistant_id = _get_assistant_id(conn, user_id, site_id)
 
-        # 先获取全量记录用于 summary 计算
-        all_records = fdw_queries.get_service_records(
+        # CHANGE 2026-04-20 | 性能优化：summary 改用 SQL 聚合，
+        # 不再先 limit=100000 全量拉取再 Python 算 summary
+        summary = fdw_queries.get_service_records_summary(
             conn, site_id, assistant_id, year, month,
-            limit=100000, offset=0,
         )
 
-        # 计算月度汇总
-        summary = compute_summary(all_records)
-
         # 分页获取记录
         offset = (page - 1) * page_size
         page_records = fdw_queries.get_service_records(
@@ -624,8 +636,8 @@ async def get_records(
             limit=page_size, offset=offset,
         )
 
-        # 判断 hasMore
-        has_more = len(all_records) > page * page_size
+        # 判断 hasMore（由 summary.total_count 直接推算，避免再次拉全量）
+        has_more = summary["total_count"] > page * page_size
 
         # CHANGE 2026-03-27 | 批量查 RS 分数，注入到服务记录
         page_member_ids = list({r.get("member_id") for r in page_records if r.get("member_id")})

apps/backend/app/services/recall_detector.py

@@ -12,6 +12,10 @@ CHANGE 2026-04-08 | Fix-13 改造：
 - 扫描范围从"有 active 任务的客户"扩大为"所有 os_label='MAIN' 的关联客户"
 - 新增 recall_events 事件表记录广义召回（按天去重）
 - 无 active 任务的客户到店也生成 follow_up_visit
+
+CHANGE 2026-04-12 | 召回完成逻辑调整：
+- settle_type=3 仅计入有 BONUS 服务的订单（纯商品不算到店）
+- 门店级召回解除：客户到店后，未服务助教的召回任务标记 resolved
 """
 
 import json
@@ -72,6 +76,7 @@ def run(payload: dict | None = None, job_id: int | None = None) -> dict:
     """
     completed_count = 0
     event_count = 0
+    resolved_count = 0
 
     conn = _get_connection()
     try:
@@ -89,6 +94,7 @@ def run(payload: dict | None = None, job_id: int | None = None) -> dict:
                 result = _process_site(conn, site_id)
                 completed_count += result["completed"]
                 event_count += result["events"]
+                resolved_count += result["resolved"]
             except Exception:
                 logger.exception(
                     "处理门店召回检测失败: site_id=%s", site_id
@@ -108,10 +114,14 @@ def run(payload: dict | None = None, job_id: int | None = None) -> dict:
         conn.close()
 
     logger.info(
-        "召回完成检测完成: completed_count=%d, event_count=%d",
-        completed_count, event_count,
+        "召回完成检测完成: completed=%d, events=%d, resolved=%d",
+        completed_count, event_count, resolved_count,
     )
-    return {"completed_count": completed_count, "event_count": event_count}
+    return {
+        "completed_count": completed_count,
+        "event_count": event_count,
+        "resolved_count": resolved_count,
+    }
 
 
 def _process_site(conn, site_id: int) -> dict:
@@ -122,9 +132,13 @@ def _process_site(conn, site_id: int) -> dict:
     1. 从 ETL 查询所有 os_label='MAIN' 的 (assistant_id, member_id) 对
     2. 批量查询这些客户的最新结算记录
     3. 对每个有新结算的关系对：写 recall_events + 完成任务 + 生成回访
+
+    CHANGE 2026-04-12 | 门店级召回解除：
+    4. 客户到店后，未被服务的助教的召回任务标记 resolved
     """
     completed = 0
     events = 0
+    resolved = 0
 
     from app.services.fdw_queries import _fdw_context
 
@@ -140,13 +154,15 @@ def _process_site(conn, site_id: int) -> dict:
         main_pairs = [(r[0], r[1]) for r in cur.fetchall()]
 
     if not main_pairs:
-        return {"completed": 0, "events": 0}
+        return {"completed": 0, "events": 0, "resolved": 0}
 
     # ── 2. 批量查询这些客户的最新结算时间 ──
     member_ids = list({mid for _, mid in main_pairs})
     settlement_map: dict[tuple[int, int], object] = {}  # (assistant_id, member_id) → latest_pay_time
 
     with _fdw_context(conn, site_id) as cur:
+        # 助教级结算（用于狭义完成判定）
+        # settle_type=1 全部计入；settle_type=3 仅计入有 BONUS 服务的
         cur.execute(
             """
             SELECT sl.site_assistant_id AS assistant_id,
@@ -157,7 +173,10 @@ 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.settle_type IN (1, 3)
+              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,),
@@ -165,6 +184,29 @@ def _process_site(conn, site_id: int) -> dict:
         for row in cur.fetchall():
             settlement_map[(row[0], row[1])] = row[2]
 
+        # 门店级到店检测（含无助教服务的 settle_type=1，用于 resolved 判定）
+        cur.execute(
+            """
+            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.settle_type = 1
+                OR (sh.settle_type = 3 AND EXISTS (
+                    SELECT 1 FROM app.v_dwd_assistant_service_log sl
+                    WHERE sl.order_settle_id = sh.order_settle_id
+                      AND sl.is_delete = 0
+                      AND sl.order_assistant_type = 2
+                ))
+              )
+            GROUP BY sh.member_id
+            """,
+            (member_ids,),
+        )
+        member_visited_map = {}
+        for row in cur.fetchall():
+            member_visited_map[row[0]] = row[1]
+
     # ── 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)]
     with conn.cursor() as cur:
@@ -207,7 +249,56 @@ def _process_site(conn, site_id: int) -> dict:
             )
             conn.rollback()
 
-    return {"completed": completed, "events": events}
+    # ── 5. 门店级召回解除：客户到店后，未被服务的助教任务标记 resolved ──
+    # 服务助教的任务已在 Step 4 中 completed（committed），
+    # 此处查到的 active 召回任务是未被服务的助教持有的
+    for member_id, pay_time in member_visited_map.items():
+        try:
+            with conn.cursor() as cur:
+                cur.execute("BEGIN")
+                cur.execute(
+                    """
+                    SELECT id, assistant_id, task_type, created_at
+                    FROM biz.coach_tasks
+                    WHERE site_id = %s AND member_id = %s
+                      AND status = 'active'
+                      AND task_type IN ('high_priority_recall', 'priority_recall')
+                      AND created_at < %s
+                    """,
+                    (site_id, member_id, 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()
+                        WHERE id = %s AND status = 'active'
+                        """,
+                        (task_id,),
+                    )
+                    _insert_history(
+                        cur, task_id,
+                        action="customer_returned",
+                        old_status="active",
+                        new_status="resolved",
+                        old_task_type=task_type,
+                        new_task_type=task_type,
+                        detail={
+                            "reason": "customer_visited_store",
+                            "service_time": str(pay_time),
+                        },
+                    )
+                    resolved += 1
+            conn.commit()
+        except Exception:
+            logger.exception(
+                "门店级召回解除失败: site_id=%s, member_id=%s",
+                site_id, member_id,
+            )
+            conn.rollback()
+
+    return {"completed": completed, "events": events, "resolved": resolved}
 
 
 def _process_pair(
@@ -224,7 +315,7 @@ def _process_pair(
     CHANGE 2026-04-08 | Fix-13 改造：
     - 写 recall_events（ON CONFLICT DO NOTHING 按天去重）
     - 有 active 召回任务且 pay_time > created_at → 完成任务
-    - 关闭旧回访 → 新建回访（48h）
+    - 关闭旧回访 → 新建回访（72h）
     - 无 active 任务也生成回访
 
     返回: {"completed": int, "events": int}
@@ -323,9 +414,9 @@ def _process_pair(
                 detail={"reason": "new_service_record", "service_time": str(latest_pay_time)},
             )
 
-        # ── 4. 创建新的回访任务（48h 过期） ──
+        # ── 4. 创建新的回访任务（72h / 3天过期） ──
         expires_at = (
-            latest_pay_time + timedelta(hours=48)
+            latest_pay_time + timedelta(hours=72)
             if hasattr(latest_pay_time, '__add__') else None
         )
         cur.execute(

apps/backend/app/services/task_generator.py

@@ -147,7 +147,7 @@ _DEFAULT_PARAMS: dict[str, float] = {
     "transfer_score_w_ms": 0.3,
     "transfer_score_w_ml": 0.2,
     "max_transfer_count": 4,
-    "follow_up_visit_retention_hours": 48,
+    "follow_up_visit_retention_hours": 72,
     # CHANGE 2026-03-29 | OS 分级分配：升级倍数参数
     "escalation_comanage_multiplier": 2.5,
     "escalation_pool_multiplier": 4.0,
@@ -554,15 +554,22 @@ def _process_pair(
             stats["skipped"] += 1
             return
 
-        # Case B: 不同类型的 active 任务 → 关闭旧任务 + 创建新任务
-        for task_id, old_type, old_expires_at, old_created_at in existing_tasks:
-            if should_replace_task(old_type, new_task_type):
-                # follow_up_visit 被高优先级任务顶替时，填充 expires_at 而非直接 inactive
-                if old_type == "follow_up_visit" and old_expires_at is None:
+        # Case B: 不同类型的 active 任务 → 混合策略
+        # - follow_up_visit 被替代：保留宽限期（填 expires_at 72h）+ 新建高优先任务
+        # - 其他类型被替代：原地覆盖（UPDATE task_type + priority_score）
+        overridden = False
+        need_create_new = False
+        for i, (task_id, old_type, old_expires_at, old_created_at) in enumerate(existing_tasks):
+            if not should_replace_task(old_type, new_task_type):
+                continue
+
+            if old_type == "follow_up_visit":
+                # follow_up_visit 特殊处理：填充 72h 宽限期，不关闭
+                if old_expires_at is None:
                     cur.execute(
                         """
                         UPDATE biz.coach_tasks
-                        SET expires_at = created_at + INTERVAL '48 hours',
+                        SET expires_at = created_at + INTERVAL '72 hours',
                             updated_at = NOW()
                         WHERE id = %s
                         """,
@@ -578,60 +585,86 @@ def _process_pair(
                         new_task_type=old_type,
                         detail={"reason": "higher_priority_task_created"},
                     )
-                else:
-                    cur.execute(
-                        """
-                        UPDATE biz.coach_tasks
-                        SET status = 'inactive', updated_at = NOW()
-                        WHERE id = %s
-                        """,
-                        (task_id,),
-                    )
-                    _insert_history(
-                        cur,
-                        task_id,
-                        action="type_change_close",
-                        old_status="active",
-                        new_status="inactive",
-                        old_task_type=old_type,
-                        new_task_type=new_task_type,
-                    )
-
+                need_create_new = True
                 stats["replaced"] += 1
+            elif not overridden:
+                # 非 follow_up：原地覆盖
+                cur.execute(
+                    """
+                    UPDATE biz.coach_tasks
+                    SET task_type = %s, priority_score = %s, updated_at = NOW()
+                    WHERE id = %s AND status = 'active'
+                    """,
+                    (new_task_type, float(priority_score), task_id),
+                )
+                _insert_history(
+                    cur,
+                    task_id,
+                    action="type_override",
+                    old_status="active",
+                    new_status="active",
+                    old_task_type=old_type,
+                    new_task_type=new_task_type,
+                    detail={"old_priority": float(priority_score)},
+                )
+                overridden = True
+                stats["replaced"] += 1
+            else:
+                # 多余的同对任务：关闭
+                cur.execute(
+                    """
+                    UPDATE biz.coach_tasks
+                    SET status = 'inactive', updated_at = NOW()
+                    WHERE id = %s
+                    """,
+                    (task_id,),
+                )
+                _insert_history(
+                    cur,
+                    task_id,
+                    action="type_change_close",
+                    old_status="active",
+                    new_status="inactive",
+                    old_task_type=old_type,
+                    new_task_type=new_task_type,
+                )
 
-        # ── 创建新任务 ──
-        expires_at_val = None
-        cur.execute(
-            """
-            INSERT INTO biz.coach_tasks
-                (site_id, assistant_id, member_id, task_type, status,
-                 priority_score, expires_at, parent_task_id)
-            VALUES (%s, %s, %s, %s, 'active', %s, %s, %s)
-            RETURNING id
-            """,
-            (
-                site_id,
-                assistant_id,
-                member_id,
-                new_task_type,
-                float(priority_score),
-                expires_at_val,
-                existing_tasks[0][0] if existing_tasks else None,
-            ),
-        )
-        new_task_id = cur.fetchone()[0]
-
-        _insert_history(
-            cur,
-            new_task_id,
-            action="created",
-            old_status=None,
-            new_status="active",
-            old_task_type=existing_tasks[0][1] if existing_tasks else None,
-            new_task_type=new_task_type,
-        )
-
-        stats["created"] += 1
+        # 需要新建任务的场景：
+        # 1. follow_up_visit 被替代（宽限期保留原任务，需新建高优先任务）
+        # 2. 没有可覆盖的非 follow_up 任务
+        if need_create_new or not overridden:
+            # upsert：若同类型 active 已存在（recall_detector 先行创建）则更新 priority
+            cur.execute(
+                """
+                INSERT INTO biz.coach_tasks
+                    (site_id, assistant_id, member_id, task_type, status,
+                     priority_score, expires_at, parent_task_id)
+                VALUES (%s, %s, %s, %s, 'active', %s, %s, %s)
+                ON CONFLICT (site_id, assistant_id, member_id, task_type) WHERE (status = 'active')
+                DO UPDATE SET priority_score = EXCLUDED.priority_score, updated_at = NOW()
+                RETURNING id
+                """,
+                (
+                    site_id,
+                    assistant_id,
+                    member_id,
+                    new_task_type,
+                    float(priority_score),
+                    None,
+                    existing_tasks[0][0] if existing_tasks else None,
+                ),
+            )
+            new_task_id = cur.fetchone()[0]
+            _insert_history(
+                cur,
+                new_task_id,
+                action="created",
+                old_status=None,
+                new_status="active",
+                old_task_type=existing_tasks[0][1] if existing_tasks else None,
+                new_task_type=new_task_type,
+            )
+            stats["created"] += 1
 
     conn.commit()
 
@@ -1145,6 +1178,45 @@ def _generate_baseline_relationship_tasks(
                     pair["member_id"],
                 )
                 biz_conn.rollback()
+
+        # Step 5: 反向清理 -- 关闭不再符合条件的 relationship_building 任务
+        # 对已有 active relationship_building 但不在 get_all_service_pairs 结果中的对，关闭
+        valid_pairs = {(p["assistant_id"], p["member_id"]) for p in all_pairs}
+        stale_closed = 0
+        try:
+            with biz_conn.cursor() as cur:
+                cur.execute(
+                    """
+                    SELECT id, assistant_id, member_id
+                    FROM biz.coach_tasks
+                    WHERE site_id = %s
+                      AND task_type = 'relationship_building'
+                      AND status = 'active'
+                    """,
+                    (site_id,),
+                )
+                for task_id, aid, mid in cur.fetchall():
+                    if (aid, mid) not in valid_pairs:
+                        cur.execute(
+                            "UPDATE biz.coach_tasks SET status = 'inactive', updated_at = NOW() WHERE id = %s",
+                            (task_id,),
+                        )
+                        _insert_history(
+                            cur, task_id,
+                            action="pool_cleanup",
+                            old_status="active",
+                            new_status="inactive",
+                            old_task_type="relationship_building",
+                            new_task_type="relationship_building",
+                            detail={"reason": "pair_no_longer_qualifies"},
+                        )
+                        stale_closed += 1
+            biz_conn.commit()
+            if stale_closed:
+                logger.info("保底任务清理: site_id=%s, 关闭 %d 个不再符合条件的 relationship_building", site_id, stale_closed)
+        except Exception:
+            logger.exception("保底任务清理失败: site_id=%s", site_id)
+            biz_conn.rollback()
     finally:
         biz_conn.close()
 
@@ -1158,7 +1230,7 @@ def _handle_no_task_condition(
 ) -> None:
     """
     当不满足任何任务生成条件时：
-    1. follow_up_visit → 填充 expires_at = created_at + 48h
+    1. follow_up_visit → 填充 expires_at = created_at + 72h
     2. high_priority_recall / priority_recall → 直接关闭（inactive）
 
     CHANGE 2026-03-24 | Prompt: 修复召回任务不自动关闭 bug |
@@ -1185,7 +1257,7 @@ def _handle_no_task_condition(
             cur.execute(
                 """
                 UPDATE biz.coach_tasks
-                SET expires_at = created_at + INTERVAL '48 hours',
+                SET expires_at = created_at + INTERVAL '72 hours',
                     updated_at = NOW()
                 WHERE id = %s
                 """,

apps/backend/app/services/task_manager.py

@@ -2,7 +2,7 @@
 # - 2026-03-20 | Prompt: H2 FDW→直连ETL统一改造 | get_task_list() 中 2 处、get_task_list_v2() 中 1 处、
 #   get_task_detail() 中 1 处 fdw_etl.v_dim_member / v_dws_member_assistant_relation_index
 #   改为直连 ETL 库查询 app.v_* RLS 视图。使用 fdw_queries._fdw_context()。
-# - 2026-03-24 | Prompt: 修复小程序前端没有档位进度 | _build_performance_summary 中 tier_nodes
+# - 2026-03-24 | Prompt: 修复小程序前端没有档位进度 | build_performance_summary 中 tier_nodes
 #   从 cfg_performance_tier 配置表读取（不再依赖 salary_calc 的空列表），
 #   next_tier_hours/tier_completed 根据 effective_hours 和 tier_nodes 实时计算。
 # - 2026-03-24 | Prompt: bonus_money 公式修正 | bonus_money 改为基础课节省 + 打赏课节省：
@@ -649,7 +649,7 @@ async def get_task_list_v2(
 
         if not tasks:
             # 即使无任务也需要返回绩效概览
-            performance = _build_performance_summary(conn, site_id, assistant_id)
+            performance = build_performance_summary(conn, site_id, assistant_id)
             return {
                 "items": [],
                 "total": 0,
@@ -732,7 +732,7 @@ async def get_task_list_v2(
 
         # ── 8. 绩效概览（使用批量查询的预取数据） ──
         # CHANGE 2026-03-23 | 复用 batch_data 避免额外 3 次 ETL 连接
-        performance = _build_performance_summary(
+        performance = build_performance_summary(
             conn, site_id, assistant_id, batch_data=batch_data,
         )
 
@@ -792,7 +792,7 @@ async def get_task_list_v2(
         conn.close()
 
 
-def _build_performance_summary(
+def build_performance_summary(
     conn, site_id: int, assistant_id: int, *, batch_data: dict | None = None,
 ) -> dict:
     """
@@ -858,9 +858,17 @@ def _build_performance_summary(
     basic_hours = summary["base_hours"] if summary else 0.0
     bonus_hours = summary["bonus_hours"] if summary else 0.0
     total_customers = summary["unique_customers"] if summary else 0
-    current_tier = summary["tier_id"] if summary else (salary["tier_index"] if salary else 0)
     coach_level = summary["coach_level"] if summary else (salary["coach_level"] if salary else "")
 
+    # current_tier：根据 total_hours 在 tier_nodes 中的位置计算数组索引（0-based）
+    # 不能用 tier_id（数据库主键），前端把 current_tier 当数组下标用
+    current_tier = 0
+    for i, node in enumerate(tier_nodes):
+        if total_hours >= node:
+            current_tier = i
+        else:
+            break
+
     # next_tier_hours / tier_completed: 根据 effective_hours 和 tier_nodes 计算
     tier_completed = False
     next_tier_hours = 0.0

apps/backend/app/services/task_registry.py

@@ -80,8 +80,10 @@ DWD_TASKS: list[TaskDefinition] = [
 # ── DWS 任务定义 ──────────────────────────────────────────────
 
 DWS_TASKS: list[TaskDefinition] = [
+    TaskDefinition("CORE_DIM_SYNC", "Core 维度同步", "将 DWD 当前维度同步到 core 统一层（助教/会员/门店/台桌）", "通用", "DWS", requires_window=False),
     TaskDefinition("DWS_BUILD_ORDER_SUMMARY", "订单汇总构建", "构建订单汇总宽表", "结算", "DWS"),
     TaskDefinition("DWS_ASSISTANT_DAILY", "助教日报", "汇总助教每日业绩", "助教", "DWS"),
+    TaskDefinition("DWS_ASSISTANT_ORDER_CONTRIBUTION", "助教订单贡献", "计算助教订单流水四项统计", "助教", "DWS"),
     TaskDefinition("DWS_ASSISTANT_MONTHLY", "助教月报", "汇总助教月度业绩", "助教", "DWS"),
     TaskDefinition("DWS_ASSISTANT_CUSTOMER", "助教客户分析", "汇总助教-客户关系", "助教", "DWS"),
     TaskDefinition("DWS_ASSISTANT_SALARY", "助教工资计算", "计算助教工资", "助教", "DWS"),
@@ -114,7 +116,9 @@ INDEX_TASKS: list[TaskDefinition] = [
     TaskDefinition("DWS_RELATION_INDEX", "关系指数 (RS)", "产出 RS/OS/MS/ML 四个子指数", "指数", "INDEX"),
     TaskDefinition("DWS_SPENDING_POWER_INDEX", "消费力指数 (SPI)", "计算会员消费力指数", "指数", "INDEX"),
     # CHANGE 2026-03-29 | DWS_TASK_ENGINE：编排后端任务引擎（完成检查→过期检查→任务生成）
-    TaskDefinition("DWS_TASK_ENGINE", "任务引擎", "编排后端任务引擎：完成检查→过期检查→任务生成", "指数", "INDEX", requires_window=False, is_common=True),
+    TaskDefinition("DWS_TASK_ENGINE", "任务引擎", "日常：编排完成检查→过期检查→任务生成；设置时间窗口时：基于历史指数快照推演任务生命周期", "指数", "INDEX", requires_window=False, is_common=True),
+    # CHANGE 2026-04-12 | 指数回填工具任务
+    TaskDefinition("DWS_INDEX_BACKFILL", "指数回填", "逐天回填 RS/WBI/NCI 历史日快照，需设置时间窗口", "指数", "INDEX", requires_window=True, is_common=True),
 ]
 
 # ── 工具类任务定义 ────────────────────────────────────────────

apps/backend/auth_only.txt

@@ -1,6 +1,6 @@
 ..................F...........                                           [100%]
 ================================== FAILURES ===================================
 __________________ test_invalid_credentials_always_rejected ___________________
-  + Exception Group Traceback (most recent call last):\n  |   File "C:\\ProgramData\\miniconda3\\Lib\\unittest\\mock.py", line 1422, in test_invalid_credentials_always_rejected\n  |     def patched(*args, **keywargs):\n  |            ^^^^^^^^^^^^^^^^^^^^\n  |   File "C:\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 2246, in wrapped_test\n  |     raise the_error_hypothesis_found\n  | hypothesis.errors.FlakyFailure: Hypothesis test_invalid_credentials_always_rejected(password='\u4d77\U0002325c\u0133', username='uv') produces unreliable results: Falsified on the first call but did not on a subsequent one (1 sub-exception)\n  | Falsifying example: test_invalid_credentials_always_rejected(\n  |     username='uv',\n  |     password='\u4d77\U0002325c\u0133',\n  | )\n  | Unreliable test timings! On an initial run, this test took 285.80ms, which exceeded the deadline of 200.00ms, but on a subsequent run it took 5.67 ms, which did not. If you expect this sort of variability in your test timings, consider turning deadlines off for this test by setting deadline=None.\n  +-+---------------- 1 ----------------\n    | Traceback (most recent call last):\n    |   File "C:\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 1211, in _execute_once_for_engine\n    |     result = self.execute_once(data)\n    |   File "C:\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 1150, in execute_once\n    |     result = self.test_runner(data, run)\n    |   File "C:\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 824, in default_executor\n    |     return function(data)\n    |   File "C:\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 1107, in run\n    |     return test(*args, **kwargs)\n    |   File "C:\\ProgramData\\miniconda3\\Lib\\unittest\\mock.py", line 1422, in test_invalid_credentials_always_rejected\n    |     def patched(*args, **keywargs):\n    |            ^^^^^^^^^^^^^^^^^^^^\n    |   File "C:\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 1041, in test\n    |     raise DeadlineExceeded(\n    |         datetime.timedelta(seconds=runtime), self.settings.deadline\n    |     )\n    | hypothesis.errors.DeadlineExceeded: Test took 285.80ms, which exceeds the deadline of 200.00ms. If you expect test cases to take this long, you can use @settings(deadline=...) to either set a higher deadline, or to disable it with deadline=None.\n    +------------------------------------\n=========================== short test summary info ===========================
+  + Exception Group Traceback (most recent call last):\n  |   File "C:\\ProgramData\\miniconda3\\Lib\\unittest\\mock.py", line 1422, in test_invalid_credentials_always_rejected\n  |     def patched(*args, **keywargs):\n  |            ^^^^^^^^^^^^^^^^^^^^\n  |   File "C:\\Project\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 2246, in wrapped_test\n  |     raise the_error_hypothesis_found\n  | hypothesis.errors.FlakyFailure: Hypothesis test_invalid_credentials_always_rejected(password='\u4d77\U0002325c\u0133', username='uv') produces unreliable results: Falsified on the first call but did not on a subsequent one (1 sub-exception)\n  | Falsifying example: test_invalid_credentials_always_rejected(\n  |     username='uv',\n  |     password='\u4d77\U0002325c\u0133',\n  | )\n  | Unreliable test timings! On an initial run, this test took 285.80ms, which exceeded the deadline of 200.00ms, but on a subsequent run it took 5.67 ms, which did not. If you expect this sort of variability in your test timings, consider turning deadlines off for this test by setting deadline=None.\n  +-+---------------- 1 ----------------\n    | Traceback (most recent call last):\n    |   File "C:\\Project\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 1211, in _execute_once_for_engine\n    |     result = self.execute_once(data)\n    |   File "C:\\Project\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 1150, in execute_once\n    |     result = self.test_runner(data, run)\n    |   File "C:\\Project\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 824, in default_executor\n    |     return function(data)\n    |   File "C:\\Project\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 1107, in run\n    |     return test(*args, **kwargs)\n    |   File "C:\\ProgramData\\miniconda3\\Lib\\unittest\\mock.py", line 1422, in test_invalid_credentials_always_rejected\n    |     def patched(*args, **keywargs):\n    |            ^^^^^^^^^^^^^^^^^^^^\n    |   File "C:\\Project\\NeoZQYY\\.venv\\Lib\\site-packages\\hypothesis\\core.py", line 1041, in test\n    |     raise DeadlineExceeded(\n    |         datetime.timedelta(seconds=runtime), self.settings.deadline\n    |     )\n    | hypothesis.errors.DeadlineExceeded: Test took 285.80ms, which exceeds the deadline of 200.00ms. If you expect test cases to take this long, you can use @settings(deadline=...) to either set a higher deadline, or to disable it with deadline=None.\n    +------------------------------------\n=========================== short test summary info ===========================
 FAILED tests/test_auth_properties.py::test_invalid_credentials_always_rejected
 1 failed, 29 passed in 11.59s

apps/backend/auth_only_results.txt

@@ -1,8 +1,8 @@
 ============================= test session starts =============================
-platform win32 -- Python 3.13.9, pytest-9.0.2, pluggy-1.6.0 -- C:\NeoZQYY\.venv\Scripts\python.exe
+platform win32 -- Python 3.13.9, pytest-9.0.2, pluggy-1.6.0 -- C:\Project\NeoZQYY\.venv\Scripts\python.exe
 cachedir: .pytest_cache
 hypothesis profile 'default'
-rootdir: C:\NeoZQYY\apps\backend
+rootdir: C:\Project\NeoZQYY\apps\backend
 configfile: pyproject.toml
 plugins: anyio-4.12.1, hypothesis-6.151.6, asyncio-1.3.0
 asyncio: mode=Mode.STRICT, debug=False, asyncio_default_fixture_loop_scope=None, asyncio_default_test_loop_scope=function

apps/backend/auth_test_results.txt

@@ -1,8 +1,8 @@
 ============================= test session starts =============================
-platform win32 -- Python 3.13.9, pytest-9.0.2, pluggy-1.6.0 -- C:\NeoZQYY\.venv\Scripts\python.exe
+platform win32 -- Python 3.13.9, pytest-9.0.2, pluggy-1.6.0 -- C:\Project\NeoZQYY\.venv\Scripts\python.exe
 cachedir: .pytest_cache
 hypothesis profile 'default'
-rootdir: C:\NeoZQYY\apps\backend
+rootdir: C:\Project\NeoZQYY\apps\backend
 configfile: pyproject.toml
 plugins: anyio-4.12.1, hypothesis-6.151.6, asyncio-1.3.0
 asyncio: mode=Mode.STRICT, debug=False, asyncio_default_fixture_loop_scope=None, asyncio_default_test_loop_scope=function

apps/backend/docs/API-REFERENCE.md

@@ -463,9 +463,21 @@ MVP 全链路验证端点，从 `test."xcx-test"` 表读取数据。
 绩效明细（PERF-2）。返回指定月份的服务记录明细，按日期分组，支持分页。
 
 查询参数：
-- `month`：月份（格式 `YYYY-MM`，默认当月）
+- `year`：年份（必填）
+- `month`：月份（`1-12`，必填）
 - `page`：页码（默认 1）
-- `page_size`：每页条数（默认 20）
+- `page_size`：每页条数（默认 20，最大 100）
+- `coach_id`：目标助教 ID（可选，管理者视角）
+
+权限分流（运行时通过 `get_user_permissions()` 实时检查，非 `require_permission` 中间件）：
+- 不带 `coach_id`（查自己）：需 `view_tasks` 权限，`assistant_id` 由当前登录用户绑定决定
+- 带 `coach_id`（查他人）：需 `view_board_coach` 权限（`manager`/`head_coach`/`staff`），`assistant_id` 使用传入值；同 site 约束由 `user.site_id` 隐式保证
+- 缺少对应权限统一返回 `HTTP 403 权限不足`
+
+对应服务层变更：`performance_service.get_records()` 新增 `assistant_id_override` 参数。
+
+响应字段新增：
+- `dateGroups[].records[].isScattered`：散客标记（`member_id ≤ 0` 时为 `true`），前端据此将客户姓名置灰
 
 ---
 
@@ -573,6 +585,63 @@ MVP 全链路验证端点，从 `test."xcx-test"` 表读取数据。
 
 ---
 
+## 17A. 小程序助教详情 `/api/xcx/coaches`
+
+所有端点需 JWT（approved 状态）+ `view_board_coach` 权限。
+
+### GET `/api/xcx/coaches/{coach_id}/banner`
+助教 banner 轻量信息。仅返回 `id` / `name` / `level` / `storeName`，用于 `coach-service-records` 等只需 banner 数据的页面首屏快速加载。
+
+比 `/{coach_id}` 详情快一个数量级。
+
+权限：`view_board_coach`
+
+响应：`CoachBannerResponse`
+```json
+{ "id": 123, "name": "张三", "level": "金牌", "storeName": "朗朗桌球（总店）" }
+```
+
+### GET `/api/xcx/coaches/{coach_id}`
+助教详情（COACH-1）。返回助教基础信息、绩效、收入、档位、任务分组、TOP 客户、近期服务、历史月份、备注。
+
+权限：`view_board_coach`（2026-03-27 权限改造 W4：助教详情跟助教看板走）
+
+响应：`CoachDetailResponse`
+
+字段说明：
+
+- `storeName`：助教所在门店名（跟随被查看助教所在门店，供小程序 banner 展示）
+- `performance`：`PerformanceMetrics`，与任务页 `PerformanceSummary` 同源（来自 `monthly_summary` 实时值）。字段从 6 扩展到 25：
+  - 核心字段：`totalHours`、`totalIncome`、`totalCustomers`、`monthLabel`、`tierNodes`、`basicHours`、`bonusHours`、`currentTier`（数组下标 0-based）、`nextTierHours`、`tierCompleted`、`bonusMoney`、`incomeTrend`、`incomeTrendDir`、`prevMonth`、`currentTierLabel`
+  - 详情专属扩展：`customerBalance`、`tasksCompleted`
+  - 兼容旧字段（前端渐进适配）：`monthlyHours`、`monthlySalary`
+- `taskStats`：`CoachTaskStats`，当月任务完成统计（按 `task_type` 分类计数，数据源 `coach_tasks` 表）
+  - `callback`：`follow_up_visit` 完成数
+  - `recall`：`high_priority_recall` + `priority_recall` 完成数
+- `topCustomers[].isScattered`：散客标识（`member_id ≤ 0`），前端据此将客户姓名置灰
+- `serviceRecords[].isScattered`：同上，作用于近期服务记录
+
+---
+
+## 17B. 小程序客户详情 `/api/xcx/customers`
+
+所有端点需 JWT（approved 状态）+ `view_board_customer` 权限。
+
+### GET `/api/xcx/customers/{customer_id}`
+客户详情（CUST-1）。返回客户基础信息、Banner 概览、AI 洞察、助教任务、心动助教、维客线索、消费记录、备注。
+
+权限：`view_board_customer`（2026-03-27 权限改造 W4：客户详情跟客户看板走）
+
+响应：`CustomerDetailResponse`
+
+字段说明（本次新增）：
+
+- `consumptionRecords[].foodDetail`：自定义食品类目名称（`string | null`）。为空时前端降级展示「食品酒水」
+- `notes[].creatorName`：备注创建者姓名
+- `notes[].creatorRole`：备注创建者角色
+
+---
+
 ## 18. 小程序 CHAT `/api/xcx/chat`
 
 所有端点需 JWT（approved 状态）。替代原 `xcx_ai_chat`（`/api/ai/*`），统一迁移到 `/api/xcx/chat/*` 路径。

apps/demo-miniprogram/project.miniapp.json

@@ -35,7 +35,7 @@
     }
   },
   "mini-ios": {
-    "sdkVersion": "1.6.28",
+    "sdkVersion": "1.6.29",
     "toolkitVersion": "0.0.9",
     "useExtendedSdk": {
       "WeAppOpenFuns": true,

apps/demo-miniprogram/project.private.config.json

@@ -1,6 +1,6 @@
 {
   "description": "项目私有配置文件。此文件中的内容将覆盖 project.config.json 中的相同字段。项目的改动优先同步到此文件中。详见文档：https://developers.weixin.qq.com/miniprogram/dev/devtools/projectconfig.html",
-  "projectname": "DEMO-NeoZQYY",
+  "projectname": "demo-miniprogram",
   "setting": {
     "compileHotReLoad": true,
     "urlCheck": false,

apps/etl/connectors/feiqiu/.env

@@ -26,7 +26,7 @@ SCHEMA_ETL=meta
 # API 配置（上游 SaaS API）
 # ------------------------------------------------------------------------------
 API_BASE=https://pc.ficoo.vip/apiprod/admin/v1/
-API_TOKEN=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjbGllbnQtdHlwZSI6IjQiLCJ1c2VyLXR5cGUiOiIxIiwiaHR0cDovL3NjaGVtYXMubWljcm9zb2Z0LmNvbS93cy8yMDA4LzA2L2lkZW50aXR5L2NsYWltcy9yb2xlIjoiMTIiLCJyb2xlLWlkIjoiMTIiLCJ0ZW5hbnQtaWQiOiIyNzkwNjgzMTYwNzA5OTU3Iiwibmlja25hbWUiOiLnp5_miLfnrqHnkIblkZjvvJrmganmgakxIiwic2l0ZS1pZCI6IjAiLCJtb2JpbGUiOiIxMzgxMDUwMjMwNCIsInNpZCI6IjI5NTA0ODk2NTgzOTU4NDUiLCJzdGFmZi1pZCI6IjMwMDk5MTg2OTE1NTkwNDUiLCJvcmctaWQiOiIwIiwicm9sZS10eXBlIjoiMyIsInJlZnJlc2hUb2tlbiI6Ik9OUTkreFhSWjFPVFhzQWhieTJVa3RyVXR6UzdldVE5Q1VVQ3QzQ1ArMlE9IiwicmVmcmVzaEV4cGlyeVRpbWUiOiIyMDI2LzQvMTQg5LiL5Y2INTo0MToyNSIsIm5lZWRDaGVja1Rva2VuIjoiZmFsc2UiLCJleHAiOjE3NzYxNTk2ODUsImlzcyI6InRlc3QiLCJhdWQiOiJVc2VyIn0.KyULo2a6dirmiAkka5Ocu_ieoZY5VsVWVqMj5smwvmE
+API_TOKEN=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjbGllbnQtdHlwZSI6IjQiLCJ1c2VyLXR5cGUiOiIxIiwiaHR0cDovL3NjaGVtYXMubWljcm9zb2Z0LmNvbS93cy8yMDA4LzA2L2lkZW50aXR5L2NsYWltcy9yb2xlIjoiMTIiLCJyb2xlLWlkIjoiMTIiLCJ0ZW5hbnQtaWQiOiIyNzkwNjgzMTYwNzA5OTU3Iiwibmlja25hbWUiOiLnp5_miLfnrqHnkIblkZjvvJrmganmgakxIiwic2l0ZS1pZCI6IjAiLCJtb2JpbGUiOiIxMzgxMDUwMjMwNCIsInNpZCI6IjI5NTA0ODk2NTgzOTU4NDUiLCJzdGFmZi1pZCI6IjMwMDk5MTg2OTE1NTkwNDUiLCJvcmctaWQiOiIwIiwicm9sZS10eXBlIjoiMyIsInJlZnJlc2hUb2tlbiI6IlJZNldUM2w1UUdLb2hiVnJnd3kzM3pZeVNUZjk3ZkNQS2xwSXNPa0RORTg9IiwicmVmcmVzaEV4cGlyeVRpbWUiOiIyMDI2LzQvMjQg5LiK5Y2IMToyMzo0OSIsIm5lZWRDaGVja1Rva2VuIjoiZmFsc2UiLCJleHAiOjE3NzY5NjUwMjksImlzcyI6InRlc3QiLCJhdWQiOiJVc2VyIn0.l1qPPgUy6Xq0XZprDhhuyZ1phL-zpzf-W7VHQy86DkA
 API_TIMEOUT=20
 API_PAGE_SIZE=200
 API_RETRY_MAX=3
@@ -35,9 +35,9 @@ API_RETRY_MAX=3
 # 路径配置
 # CHANGE 2026-02-19 | 统一迁移到 export/ETL-Connectors/feiqiu/ 下
 # ------------------------------------------------------------------------------
-EXPORT_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
-LOG_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/LOGS
-FETCH_ROOT=C:/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
+EXPORT_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
+LOG_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/LOGS
+FETCH_ROOT=C:/Project/NeoZQYY/export/ETL-Connectors/feiqiu/JSON
 WRITE_PRETTY_JSON=true
 
 # ------------------------------------------------------------------------------

apps/etl/connectors/feiqiu/docs/architecture/data_flow.md

@@ -19,9 +19,17 @@
 │  明细数据 — 清洗、标准化、关联          │
 │  维度表走 SCD2（缓慢变化维度）          │
 │  事实表按时间增量写入                   │
-└───────────────┬───────────────────────┘
-                │ DWS 汇总任务
-                ▼
+└───────┬───────────────┬───────────────┘
+        │               │ CORE_DIM_SYNC
+        │ DWS 汇总任务   ▼
+        │       ┌───────────────────────┐
+        │       │  Core 层（core）      │
+        │       │  跨平台统一维度层      │
+        │       │  dim_assistant / dim_ │
+        │       │  member / dim_site /  │
+        │       │  dim_table            │
+        │       └───────────────────────┘
+        ▼
 ┌───────────────────────────────────────┐
 │  DWS 层（dws）                         │
 │  数据服务 — 汇总、指标                  │
@@ -34,6 +42,7 @@
 │  INDEX 层（dws）                       │
 │  自定义指数算法                         │
 │  WBI / NCI / RS / OS / MS / ML         │
+│  日快照存储（stat_date）               │
 └───────────────────────────────────────┘
 ```
 
@@ -86,6 +95,7 @@
 | 会员分析 | `DWS_MEMBER_CONSUMPTION`、`DWS_MEMBER_VISIT` | 每日 |
 | 工资计算 | `DWS_ASSISTANT_SALARY` | 每月（月初） |
 | 指数算法 | `DWS_WINBACK_INDEX`、`DWS_NEWCONV_INDEX`、`DWS_RELATION_INDEX` | 每 2-4 小时 |
+| Core 维度同步 | `CORE_DIM_SYNC` | 每日（DWD_LOAD_FROM_ODS 之后） |
 
 ### 自定义指数算法
 
@@ -102,6 +112,44 @@
 
 公共参数：`percentile_lower/upper`（分位截断锚点）、`ewma_alpha`（指数加权移动平均平滑系数）。
 
+### 指数日快照（2026-04 重构）
+
+三张指数表（`relation_index` / `winback_index` / `newconv_index`）新增 `stat_date DATE NOT NULL DEFAULT CURRENT_DATE` 字段，唯一约束扩展为 `(site_id, member_id[, assistant_id], stat_date)`。每次任务运行追加当日快照而非覆盖历史，为指数回测、历史演化分析提供原始数据基础。Winback 任务配套 365 天保留策略，清理超过 365 天的历史快照以控制表体积。
+
+## Core 维度层（跨平台统一维度）
+
+- Schema：`core`
+- 定位：跨平台统一维度层，屏蔽 ODS/DWD 多数据源（飞球 / 美团 / 后续新平台）的字段差异，供 `app` 视图层和业务库 FDW 统一引用
+- 核心任务：`CORE_DIM_SYNC`（归属 DWS 层任务目录 `tasks/dws/core_dim_sync_task.py`）
+- 上游依赖：`DWD_LOAD_FROM_ODS`（必须先完成 DWD 维度表 SCD2 写入）
+- 同步范围：4 张维度表 — `dim_assistant` / `dim_member` / `dim_site` / `dim_table`
+- 数据来源：DWD 层 `scd2_is_current = 1` 的当前版本快照
+- 同步策略：TRUNCATE + 全量 INSERT（维度表行数较小，执行时间极短，避免增量合并复杂度）
+- 起因：修复 `app` 视图在 core 维度为空时返回空结果的问题（关联审计 `docs/audit/changes/2026-04-15__meituan-settle-core-sync.md`）
+
+## Utility 工具任务
+
+工具任务位于 `tasks/utility/`，不在日常编排链路中，由手动 CLI 触发，服务于 schema 初始化、历史数据回填和回测推演等一次性或周期性离线需求。
+
+### DWS_INDEX_BACKFILL（指数历史快照回填）
+
+- 源码：`tasks/utility/index_backfill_task.py`
+- 职责：逐天调用三个指数任务（`DWS_RELATION_INDEX` / `DWS_WINBACK_INDEX` / `DWS_NEWCONV_INDEX`）生成历史日快照，回填缺失的 `stat_date` 行
+- 性能优化：三个指数任务实例在整轮回填中创建 1 次、循环 N 天复用，避免 N×3 次初始化开销（以 255 天为例避免 765 次初始化）
+- 前置条件：三张指数表已完成日快照改造（`stat_date` 字段 + 复合唯一约束）
+- 用途：指数算法参数调优验证、历史对照、补齐生产数据缺口
+- 关联专题：P19 指数回测框架 Phase 1e
+
+### DWS_TASK_SIMULATION（任务引擎历史推演）
+
+- 源码：`tasks/utility/task_simulation_task.py`
+- 职责：基于指数日快照，逐天重放 `task_generator` + `recall_detector` 逻辑，还原任务的完整生命周期（生成 / 升级 / 转移 / 完成 / follow_up）
+- 前置条件：需先运行 `DWS_INDEX_BACKFILL` 产出完整的历史指数快照作为推演输入
+- 数据库连接：额外使用业务库独立连接（`APP_DB_DSN` 环境变量），推演结果写入业务库任务相关表
+- 任务引擎双模式配合：`task_engine.py` 同期升级为双模式 — HTTP 实时模式（日常生产）+ 推演模式（回测，由 `as_of_date` 参数驱动），两种模式共用核心规则逻辑
+- 用途：回测验证分级分配、升级、转移规则的参数配置与边界行为
+- 关联专题：P19 指数回测框架 Phase 2
+
 ## ETL 管理层
 
 - Schema：`meta`

apps/etl/connectors/feiqiu/docs/architecture/system_overview.md

@@ -44,8 +44,10 @@
 │  ├── ods/                 ODS 抓取任务（23 个业务实体）   │
 │  ├── dwd/                 DWD 装载任务（维度/事实/质检）  │
 │  ├── dws/                 DWS 汇总与指数任务             │
-│  │   └── index/           指数计算（WBI/NCI/RS/OS/MS/ML）│
-│  ├── utility/             工具任务（Schema 初始化等）     │
+│  │   ├── index/           指数计算（WBI/NCI/RS/OS/MS/ML）│
+│  │   └── core_dim_sync    Core 维度层全量同步（4 维度）   │
+│  ├── utility/             工具任务（Schema 初始化 /      │
+│  │                        指数回填 / 任务引擎推演）       │
 │  └── verification/        ETL 后置校验                   │
 └──────────┬──────────────────────────────────────────────┘
            │

apps/etl/connectors/feiqiu/docs/database/DWD/main/BD_manual_dwd_groupbuy_redemption.md

@@ -42,6 +42,12 @@
 | 23 | create_time | TIMESTAMPTZ | YES | | 创建时间 |
 | 24 | member_discount_money | NUMERIC(18,2) | YES | | 会员折扣金额 |
 | 25 | coupon_sale_id | BIGINT | YES | | 优惠券销售 ID |
+| 26 | mt_settlement_price | NUMERIC(14,2) | YES | | 美团结算价（扣费后实际到手，元） |
+| 27 | mt_gross_income | NUMERIC(14,2) | YES | | 美团总收入（售价，元） |
+| 28 | mt_service_fee | NUMERIC(14,2) | YES | | 美团平台技术服务费（负数，元） |
+| 29 | mt_marketing_fee | NUMERIC(14,2) | YES | | 商家营销费用（负数，元） |
+| 30 | mt_other_adjust | NUMERIC(14,2) | YES | | 其他调整（元） |
+| 31 | mt_import_time | TIMESTAMPTZ | YES | | 美团结算数据导入时间 |
 
 ## 使用说明
 

apps/etl/connectors/feiqiu/docs/database/DWS/main/BD_manual_cfg_area_category.md

@@ -60,7 +60,7 @@
 
 ## 分类映射（完整台桌清单）
 
-### BILLIARD 🎱 中式/追分（43台）
+### BILLIARD 🎱 中式/追分（44台）
 | 区域 | 台桌 |
 |------|------|
 | A区 | A1-A18（18台） |
@@ -68,6 +68,7 @@
 | C区 | C1-C6（6台） |
 | VIP包厢 | VIP1, VIP2, VIP3 |
 | TV台 | TV |
+| 美洲豹赛台 | 美洲豹赛台 |
 
 ### SNOOKER 斯诺克（5台）
 | 区域 | 台桌 |
@@ -110,6 +111,7 @@
 | 2026-03-07 | 新增 source_table_name 支持台桌级细分；废弃 BILLIARD_VIP |
 | 2026-03-09 | 改为纯台桌级精确映射，删除所有 LIKE 和区域级映射 |
 | 2026-03-20 | 新增 sort_order 字段，控制前端筛选器分类显示排序 |
+| 2026-04-11 | 新增美洲豹赛台 → BILLIARD，BILLIARD 总数 43→44 |
 
 ## 验证 SQL
 
@@ -133,12 +135,12 @@ ORDER BY source_area_name, source_table_name;
 
 -- 4. 确认总记录数
 SELECT COUNT(*) AS total FROM dws.cfg_area_category;
--- 期望: 75（74 台桌 + 1 DEFAULT 兜底）
+-- 期望: 76（75 台桌 + 1 DEFAULT 兜底）
 
 -- 5. 按分类汇总
 SELECT category_code, COUNT(*) AS cnt
 FROM dws.cfg_area_category
 WHERE match_type = 'EXACT'
 GROUP BY category_code ORDER BY category_code;
--- 期望: BILLIARD=43, KTV=7, MAHJONG=11, SNOOKER=5, SPECIAL=8
+-- 期望: BILLIARD=44, KTV=7, MAHJONG=11, SNOOKER=5, SPECIAL=8
 ```

apps/etl/connectors/feiqiu/docs/database/DWS/main/BD_manual_dws_member_project_tag.md

@@ -12,7 +12,7 @@
 | 唯一键 | (site_id, member_id, time_window, category_code) |
 | 数据来源 | dwd_table_fee_log + dim_table + cfg_area_category |
 | 更新频率 | 每日全量重建（按 site_id 删除后重新插入） |
-| 说明 | 按时间窗口计算客户在四大项目的消费时长占比，≥25% 分配标签。散客不参与。 |
+| 说明 | 按每位客户最近 30 次消费计算四大项目时长占比，≥25% 分配标签。散客不参与。 |
 
 ## 字段说明
 
@@ -36,12 +36,11 @@
 
 ## 时间窗口
 
-客户看板使用 2 个时间窗口：
-
 | 枚举值 | 说明 |
 |--------|------|
-| LAST_30_DAYS | 近30天（含今天，base_date-29天 ~ base_date） |
-| LAST_60_DAYS | 近60天（含今天，base_date-59天 ~ base_date） |
+| LAST_30_VISITS | 每位客户最近 30 次消费（开台记录），按 ledger_end_time 倒序 |
+
+> 2026-04-11 改为按消费次数取数，不再按固定日期范围，避免长期未到店或来店频率不稳定的客户标签丢失。
 
 ## 索引
 
@@ -55,26 +54,29 @@
 ## 数据链路
 
 ```
-dwd.dwd_table_fee_log (ledger_count, site_table_id)
+dwd.dwd_table_fee_log (ledger_count, site_table_id, ledger_end_time)
+    → ROW_NUMBER() OVER (PARTITION BY member_id ORDER BY ledger_end_time DESC)
+    → 取最近 30 条记录（LAST_N_VISITS=30）
+    → 按 (member_id, site_table_id) 聚合 ledger_count
     → JOIN dwd.dim_table (site_table_id → table_id, scd2_is_current=1)
     → get_area_category(area_name, table_name)  -- 通过 cfg_area_category 映射
     → 只保留 BILLIARD/SNOOKER/MAHJONG/KTV
-    → 排除散客（member_id IS NULL 或 = 0）
-    → 按 (member_id, category_code) 汇总 ledger_count
+    → 按 (member_id, category_code) 汇总
     → 计算占比 percentage = duration_seconds / total_seconds
     → ≥0.25 标记 is_tagged=TRUE
-    → 写入 dws.dws_member_project_tag
+    → 写入 dws.dws_member_project_tag（time_window='LAST_30_VISITS'）
 ```
 
 ### 关键规则
 
-1. 数据链路走 `dim_table`（通过 `site_table_id` JOIN），不直接用事实表的 `site_table_area_name`
-2. 客户时长使用 `ledger_count`（计费时长），不使用 `income_seconds`（那是助教工作时长）
-3. 散客（member_id=0 或 NULL）不参与标签计算
-4. 只计算四大项目（BILLIARD/SNOOKER/MAHJONG/KTV）
-5. 标签阈值 25%（`TAG_THRESHOLD = 0.25`）
-6. 全量删除重建策略：按 `site_id` 删除后重新插入所有时间窗口
-7. `COALESCE(is_delete, 0) = 0` 过滤已删除的台费记录
+1. 按每位客户最近 30 次消费取数，不按固定日期范围，避免来店频率不稳定的客户标签丢失
+2. 数据链路走 `dim_table`（通过 `site_table_id` JOIN），不直接用事实表的 `site_table_area_name`
+3. 客户时长使用 `ledger_count`（计费时长），不使用 `income_seconds`（那是助教工作时长）
+4. 散客（member_id=0 或 NULL）不参与标签计算
+5. 只计算四大项目（BILLIARD/SNOOKER/MAHJONG/KTV）
+6. 标签阈值 25%（`TAG_THRESHOLD = 0.25`）
+7. 全量删除重建策略：按 `site_id` 删除后重新插入
+8. `COALESCE(is_delete, 0) = 0` 过滤已删除的台费记录
 
 ## ETL 任务
 
@@ -90,6 +92,7 @@ dwd.dwd_table_fee_log (ledger_count, site_table_id)
 | 日期 | 变更 | 说明 |
 |------|------|------|
 | 2026-03-07 | 新建表 | 支持客户看板按项目类型筛选 |
+| 2026-04-11 | 时间窗口改为消费次数 | LAST_30/60_DAYS → LAST_30_VISITS，按最近30次消费取数 |
 
 ## 验证 SQL
 

apps/etl/connectors/feiqiu/docs/etl_tasks/README.md

@@ -97,6 +97,12 @@ graph LR
 | `DWD_LOAD_FROM_ODS` | `DwdLoadTask` | 核心装载：遍历 TABLE_MAP，维度走 SCD2，事实走增量 | [查看](dwd_tasks.md) |
 | `DWD_QUALITY_CHECK` | `DwdQualityTask` | ODS 与 DWD 行数/金额核对，输出 JSON 报表 | [查看](dwd_tasks.md) |
 
+### Core 层（统一维度）
+
+| 任务代码 | Python 类 | 目标表 | 粒度 | 说明 |
+|----------|-----------|--------|------|------|
+| `CORE_DIM_SYNC` | `CoreDimSyncTask` | `core.dim_assistant/member/site/table` | 全量 | 将 DWD 当前版本（scd2_is_current=1）同步到 core 统一维度层，TRUNCATE+INSERT 幂等 |
+
 ### DWS 层（数据服务）
 
 #### 助教业绩域

apps/etl/connectors/feiqiu/orchestration/task_registry.py

@@ -57,8 +57,11 @@ from tasks.dws import (
 )
 # CHANGE [2026-07-14] intent: 合并 MV 刷新 + 数据清理为 DWS_MAINTENANCE
 from tasks.dws.maintenance_task import DwsMaintenanceTask
+from tasks.dws.core_dim_sync_task import CoreDimSyncTask
 # CHANGE 2026-03-29 | DWS_TASK_ENGINE：编排后端任务引擎（完成检查→过期检查→任务生成）
 from tasks.dws.task_engine import DwsTaskEngineTask
+# CHANGE 2026-04-12 | 指数回填工具任务
+from tasks.utility.index_backfill_task import IndexBackfillTask
 
 
 @dataclass
@@ -150,6 +153,9 @@ default_registry.register("SEED_DWS_CONFIG", SeedDwsConfigTask, task_type="utili
 # ── 校验类任务 ────────────────────────────────────────────────
 default_registry.register("DATA_INTEGRITY_CHECK", DataIntegrityTask, requires_db_config=False, task_type="verification")
 
+# ── Core 层同步任务 ────────────────────────────────────────────
+default_registry.register("CORE_DIM_SYNC", CoreDimSyncTask, layer="DWS", depends_on=["DWD_LOAD_FROM_ODS"])
+
 # ── DWS 层业务任务 ────────────────────────────────────────────
 default_registry.register("DWS_BUILD_ORDER_SUMMARY", DwsBuildOrderSummaryTask, requires_db_config=False, layer="DWS")
 default_registry.register("DWS_ASSISTANT_DAILY", AssistantDailyTask, layer="DWS")
@@ -201,5 +207,11 @@ default_registry.register("DWS_SPENDING_POWER_INDEX", SpendingPowerIndexTask, re
 # CHANGE 2026-03-29 | DWS_TASK_ENGINE：DWS 指数计算完成后执行后端任务引擎
 # depends_on: 所有指数任务——任务生成依赖 WBI/NCI/RS 指数数据
 default_registry.register("DWS_TASK_ENGINE", DwsTaskEngineTask, requires_db_config=False, layer="INDEX", depends_on=[
-    "DWS_WINBACK_INDEX", "DWS_NEWCONV_INDEX", "DWS_RELATION_INDEX",
+    "DWS_WINBACK_INDEX", "DWS_NEWCONV_INDEX", "DWS_RELATION_INDEX", "DWS_INDEX_BACKFILL",
 ])
+
+# ── 回填 / 推演工具任务 ─────────────────────────────────────────
+# CHANGE 2026-04-12 | 指数日快照回填工具任务
+# layer="INDEX" 确保拓扑排序中 DWS_TASK_ENGINE 在其后执行（同层显式依赖优先）
+# depends_on DWD_LOAD_FROM_ODS：回填读取 dwd.* 表，需要 DWD 数据已入库
+default_registry.register("DWS_INDEX_BACKFILL", IndexBackfillTask, requires_db_config=False, layer="INDEX", task_type="utility", depends_on=["DWD_LOAD_FROM_ODS"])

apps/etl/connectors/feiqiu/scripts/research_coupon_details.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 """一次性调研脚本：拉取全部团购详情并写入 ods.group_buy_package_details。
 
-用法（cwd = C:\\NeoZQYY/）：
+用法（cwd = C:\\Project\\NeoZQYY/）：
     python apps/etl/connectors/feiqiu/scripts/research_coupon_details.py
 
 流程：

apps/etl/connectors/feiqiu/tasks/dws/__init__.py

@@ -31,6 +31,7 @@ from .finance_board_cache import FinanceBoardCacheTask
 from .coach_area_hours_task import CoachAreaHoursTask
 from .finance_base_task import FinanceBaseTask
 from .maintenance_task import DwsMaintenanceTask
+from .core_dim_sync_task import CoreDimSyncTask
 from .goods_stock_daily_task import GoodsStockDailyTask
 from .goods_stock_weekly_task import GoodsStockWeeklyTask
 from .goods_stock_monthly_task import GoodsStockMonthlyTask
@@ -73,6 +74,7 @@ __all__ = [
     "FinanceDiscountDetailTask",
     "CoachAreaHoursTask",
     "DwsMaintenanceTask",
+    "CoreDimSyncTask",
     # 库存维度
     "GoodsStockDailyTask",
     "GoodsStockWeeklyTask",

apps/etl/connectors/feiqiu/tasks/dws/core_dim_sync_task.py

@@ -0,0 +1,173 @@
+# -*- coding: utf-8 -*-
+"""
+Core 维度同步任务
+
+功能说明：
+    将 DWD 层当前版本（scd2_is_current=1）的维度数据同步到 core 层。
+    core 层作为跨平台统一维度层，屏蔽 ODS/DWD 多数据源差异。
+
+同步表：
+    - core.dim_assistant  <- dwd.dim_assistant
+    - core.dim_member     <- dwd.dim_member
+    - core.dim_site       <- dwd.dim_site
+    - core.dim_table      <- dwd.dim_table
+
+更新策略：
+    TRUNCATE + INSERT 全量刷新（维度表数据量小，全量代价低）
+
+作者：ETL 团队
+创建日期：2026-04-15
+"""
+
+from __future__ import annotations
+
+from typing import Any, Dict, List
+
+from .base_dws_task import BaseDwsTask, TaskContext
+
+
+# 同步映射：(core 表, DWD 源表, 字段映射)
+# 字段映射格式：(core_col, dwd_expr)
+SYNC_TABLES = [
+    {
+        "core_table": "core.dim_assistant",
+        "dwd_source": "dwd.dim_assistant",
+        "columns": [
+            ("assistant_id", "assistant_id"),
+            ("tenant_id", "tenant_id"),
+            ("site_id", "site_id"),
+            ("real_name", "real_name"),
+            ("nickname", "nickname"),
+            ("mobile", "mobile"),
+            ("level", "level"),
+            ("assistant_status", "assistant_status"),
+            ("leave_status", "leave_status"),
+        ],
+    },
+    {
+        "core_table": "core.dim_member",
+        "dwd_source": "dwd.dim_member",
+        "columns": [
+            ("member_id", "member_id"),
+            ("system_member_id", "system_member_id"),
+            ("tenant_id", "tenant_id"),
+            ("register_site_id", "register_site_id"),
+            ("mobile", "mobile"),
+            ("nickname", "nickname"),
+            ("member_card_grade_name", "member_card_grade_name"),
+            ("status", "1"),  # DWD 无 status 字段，scd2_is_current=1 即有效
+        ],
+    },
+    {
+        "core_table": "core.dim_site",
+        "dwd_source": "dwd.dim_site",
+        "columns": [
+            ("site_id", "site_id"),
+            ("tenant_id", "tenant_id"),
+            ("shop_name", "shop_name"),
+            ("site_label", "site_label"),
+            ("shop_status", "shop_status"),
+        ],
+    },
+    {
+        "core_table": "core.dim_table",
+        "dwd_source": "dwd.dim_table",
+        "columns": [
+            ("table_id", "table_id"),
+            ("site_id", "site_id"),
+            ("table_name", "table_name"),
+            ("site_table_area_name", "site_table_area_name"),
+            ("table_price", "table_price"),
+        ],
+    },
+]
+
+
+class CoreDimSyncTask(BaseDwsTask):
+    """Core 维度同步任务：DWD -> core 全量刷新"""
+
+    # 无日期列，全量刷新
+    DATE_COL = None
+
+    def get_task_code(self) -> str:
+        return "CORE_DIM_SYNC"
+
+    def get_target_table(self) -> str:
+        # 多表同步，此方法不直接使用
+        return "core_dim_sync"
+
+    def get_primary_keys(self) -> List[str]:
+        return []
+
+    def extract(self, context: TaskContext) -> Dict[str, Any]:
+        """提取 DWD 当前版本维度数据"""
+        result = {}
+        for table_def in SYNC_TABLES:
+            core_table = table_def["core_table"]
+            dwd_source = table_def["dwd_source"]
+            dwd_exprs = [col[1] for col in table_def["columns"]]
+
+            select_clause = ", ".join(dwd_exprs)
+            sql = f"SELECT {select_clause} FROM {dwd_source} WHERE scd2_is_current = 1"
+
+            with self.db.conn.cursor() as cur:
+                cur.execute(sql)
+                rows = cur.fetchall()
+
+            core_cols = [col[0] for col in table_def["columns"]]
+            result[core_table] = {
+                "rows": [dict(zip(core_cols, row)) for row in rows],
+                "columns": core_cols,
+            }
+            self.logger.info(
+                "%s: %s <- %s: %d rows",
+                self.get_task_code(), core_table, dwd_source, len(rows),
+            )
+
+        return {"tables": result, "site_id": context.store_id}
+
+    def transform(self, extracted: Dict[str, Any], context: TaskContext) -> Dict[str, Any]:
+        """直通，无需转换"""
+        return extracted
+
+    def load(self, transformed: Dict[str, Any], context: TaskContext) -> dict:
+        """TRUNCATE + INSERT 全量刷新"""
+        tables = transformed.get("tables", {})
+        total_inserted = 0
+        total_deleted = 0
+
+        for core_table, data in tables.items():
+            rows = data["rows"]
+            columns = data["columns"]
+
+            with self.db.conn.cursor() as cur:
+                # TRUNCATE
+                cur.execute(f"TRUNCATE {core_table}")
+                self.logger.info("%s: TRUNCATE %s", self.get_task_code(), core_table)
+
+                # INSERT
+                if rows:
+                    cols_str = ", ".join(columns)
+                    placeholders = ", ".join(["%s"] * len(columns))
+                    insert_sql = f"INSERT INTO {core_table} ({cols_str}) VALUES ({placeholders})"
+
+                    for row in rows:
+                        values = [row.get(col) for col in columns]
+                        cur.execute(insert_sql, values)
+
+                total_inserted += len(rows)
+                self.logger.info(
+                    "%s: INSERT %s: %d rows",
+                    self.get_task_code(), core_table, len(rows),
+                )
+
+        return {
+            "counts": {
+                "fetched": total_inserted,
+                "inserted": total_inserted,
+                "updated": 0,
+                "skipped": 0,
+                "errors": 0,
+            },
+            "extra": {"tables_synced": len(tables)},
+        }

apps/etl/connectors/feiqiu/tasks/dws/finance_area_daily.py

@@ -99,8 +99,11 @@ _RECHARGE_FIELDS = [
 # 所有仅 all 行有值的字段
 _ALL_ONLY_FIELDS = _CASHFLOW_FIELDS + _CARD_FIELDS + _RECHARGE_FIELDS
 
-# 按区域聚合的字段（收入 + 优惠 + order_count）
-_AREA_AGG_FIELDS = _REVENUE_FIELDS + _DISCOUNT_FIELDS + ["confirmed_income", "order_count"]
+# 按区域聚合的字段（收入 + 优惠 + order_count + member_order_count）
+_AREA_AGG_FIELDS = _REVENUE_FIELDS + _DISCOUNT_FIELDS + ["confirmed_income", "order_count", "member_order_count"]
+
+# 计数字段（int 类型，非 Decimal）— 用于 _build_area_row / _build_sum_row 区分类型转换
+_COUNT_FIELDS = {"order_count", "member_order_count"}
 
 _ZERO = Decimal("0")
 
@@ -190,7 +193,9 @@ class FinanceAreaDailyTask(FinanceBaseTask):
                 sh.adjust_amount,
                 sh.member_discount_amount,
                 sh.rounding_amount,
-                sh.gift_card_amount
+                sh.gift_card_amount,
+                -- 会员标识（散客 member_id ≤ 0，会员 member_id > 0，详见 CLAUDE.md DWS 规范）
+                sh.member_id
             FROM dwd.dwd_settlement_head sh
             LEFT JOIN dwd.dim_table dt
                 ON dt.table_id = sh.table_id
@@ -439,6 +444,13 @@ def transform_area_daily(
 
         confirmed_income = gross - discount_total
 
+        # 会员订单判定（散客 member_id ≤ 0 不计入，与全店 finance_base_task.py 逻辑一致）
+        member_id_raw = row.get("member_id")
+        try:
+            is_member_order = 1 if (member_id_raw is not None and int(member_id_raw) > 0) else 0
+        except (TypeError, ValueError):
+            is_member_order = 0
+
         fields = {
             "table_fee_amount": table_fee,
             "goods_amount": goods,
@@ -454,19 +466,24 @@ def transform_area_daily(
             "discount_total": discount_total,
             "confirmed_income": confirmed_income,
             "order_count": 1,
+            "member_order_count": is_member_order,
         }
 
-        # 累加到具体区域
+        # 累加到具体区域（未匹配区域的订单累加到 _unknown 桶，供 all 行汇总使用）
+        # CHANGE 2026-04-23 | 修复 pre-existing bug：area_code 为 None 的订单之前既不计入具体区域也不计入 all，
+        #   导致全店 order_count/member_order_count > 各区域之和。现在 _unknown 桶会合入 all 汇总。
         if area_code is not None:
             bucket = area_agg[sd][area_code]
-            for k, v in fields.items():
-                bucket[k] = bucket[k] + v
+        else:
+            bucket = area_agg[sd]["_unknown"]
+        for k, v in fields.items():
+            bucket[k] = bucket[k] + v
 
     # 汇总输出未知区域名称（避免逐行 warning 刷屏）
     if _unknown_area_counts:
         summary = ", ".join(f"'{k}': {v}次" for k, v in _unknown_area_counts.items())
         logger.warning(
-            "DWS_FINANCE_AREA_DAILY: 共 %d 条结算单区域未匹配（不计入具体区域，仅计入 all）: %s",
+            "DWS_FINANCE_AREA_DAILY: 共 %d 条结算单区域未匹配（已计入 all 但不计入任何具体区域）: %s",
             sum(_unknown_area_counts.values()),
             summary,
         )
@@ -505,13 +522,24 @@ def transform_area_daily(
             source_rows=hall_source,
         )
 
-        # all 行 = 各具体区域之和（收入/优惠/order_count）+ 全局现金流/充值/卡消费
+        # all 行 = 各具体区域之和 + 未匹配区域订单（_unknown 桶）+ 全局现金流/充值/卡消费
+        # CHANGE 2026-04-23 | 修复全店 vs 区域和差异：未匹配区域订单通过 _unknown 桶合入 all
+        all_sources = list(specific_rows.values())
+        unknown_bucket = day_agg.get("_unknown", {})
+        if unknown_bucket:
+            all_sources.append(_build_area_row(
+                site_id=site_id,
+                tenant_id=tenant_id,
+                stat_date=sd,
+                area_code="_unknown",
+                agg=unknown_bucket,
+            ))
         all_row = _build_sum_row(
             site_id=site_id,
             tenant_id=tenant_id,
             stat_date=sd,
             area_code="all",
-            source_rows=list(specific_rows.values()),
+            source_rows=all_sources,
         )
         # 填充全局现金流/充值/卡消费
         gs = global_index.get(sd, {})
@@ -541,9 +569,9 @@ def _build_area_row(
         "stat_date": stat_date,
         "area_code": area_code,
     }
-    # 收入 + 优惠 + confirmed_income + order_count
+    # 收入 + 优惠 + confirmed_income + order_count + member_order_count
     for field in _AREA_AGG_FIELDS:
-        if field == "order_count":
+        if field in _COUNT_FIELDS:
             row[field] = int(agg.get(field, 0))
         else:
             row[field] = agg.get(field, _ZERO)
@@ -568,7 +596,7 @@ def _build_sum_row(
         "area_code": area_code,
     }
     for field in _AREA_AGG_FIELDS:
-        if field == "order_count":
+        if field in _COUNT_FIELDS:
             row[field] = sum(int(r.get(field, 0)) for r in source_rows)
         else:
             row[field] = sum(

apps/etl/connectors/feiqiu/tasks/dws/index/member_index_base.py

@@ -530,10 +530,12 @@ class MemberIndexBaseTask(BaseIndexTask):
         enable_stop_exception = int(params.get('enable_stop_high_balance_exception', 0)) == 1
         high_balance_threshold = float(params.get('high_balance_threshold', 1000))
 
+        # CHANGE 2026-04-12 | STOP 不再排除：超出 recency 窗口的老客归入 OLD 继续计算
+        # WBI 衰减公式自然给出高分，避免最需要召回的客户被遗漏
         if data.t_a >= recency_days:
             if enable_stop_exception and data.sv_balance >= high_balance_threshold:
                 return "STOP", "STOP_HIGH_BALANCE", True
-            return "STOP", "STOP", False
+            return "OLD", "STOP_OVERDUE", True
 
         new_visit_threshold = int(params.get('new_visit_threshold', 2))
         new_days_threshold = int(params.get('new_days_threshold', 30))

apps/etl/connectors/feiqiu/tasks/dws/index/newconv_index_task.py

@@ -5,6 +5,7 @@ from __future__ import annotations
 
 import math
 from dataclasses import dataclass
+from datetime import datetime
 from typing import Any, Dict, List, Optional
 
 from .member_index_base import MemberActivityData, MemberIndexBaseTask
@@ -202,9 +203,10 @@ class NewconvIndexTask(MemberIndexBaseTask):
                 avg_raw=sum(all_raw) / len(all_raw)
             )
 
-        # P19: 回测模式传入 calc_time
-        calc_time = (context.as_of_date if context and context.as_of_date else None)
-        inserted = self._save_newconv_data(newconv_list, calc_time=calc_time)
+        # 日快照模式：始终按 stat_date 写入
+        now = (context.as_of_date if context and context.as_of_date else None) or datetime.now(self.tz)
+        stat_date = now.date() if hasattr(now, 'date') else now
+        inserted = self._save_newconv_data(newconv_list, stat_date=stat_date)
         self.logger.info("NCI calculation finished, inserted %d rows", inserted)
 
         return {
@@ -288,30 +290,23 @@ class NewconvIndexTask(MemberIndexBaseTask):
         if data.raw_score < 0:
             data.raw_score = 0.0
 
-    def _save_newconv_data(self, data_list: List[MemberNewconvData], *, calc_time=None) -> int:
-        """保存 NCI 数据"""
+    def _save_newconv_data(self, data_list: List[MemberNewconvData], *, stat_date) -> int:
+        """日快照模式：按 (site_id, stat_date) 删除后插入。"""
         if not data_list:
             return 0
 
-        site_id = data_list[0].activity.site_id
-        # P19: 回测模式按 calc_time 删除（保留其他快照），正常模式按 site_id 全量刷新
-        use_param_time = calc_time is not None
-        with self.db.conn.cursor() as cur:
-            if use_param_time:
-                cur.execute(
-                    "DELETE FROM dws.dws_member_newconv_index WHERE site_id = %s AND calc_time = %s",
-                    (site_id, calc_time),
-                )
-            else:
-                cur.execute(
-                    "DELETE FROM dws.dws_member_newconv_index WHERE site_id = %s",
-                    (site_id,),
-                )
+        from datetime import date as date_type
+        if not isinstance(stat_date, date_type):
+            stat_date = stat_date.date() if hasattr(stat_date, 'date') else stat_date
 
-        # P19: 回测模式传入 calc_time，正常模式用 NOW()
-        use_param_time = calc_time is not None
-        time_placeholder = "%s, %s, %s" if use_param_time else "NOW(), NOW(), NOW()"
-        insert_sql = f"""
+        site_id = data_list[0].activity.site_id
+        with self.db.conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM dws.dws_member_newconv_index WHERE site_id = %s AND stat_date = %s",
+                (site_id, stat_date),
+            )
+
+        insert_sql = """
             INSERT INTO dws.dws_member_newconv_index (
                 site_id, tenant_id, member_id,
                 status, segment,
@@ -325,7 +320,7 @@ class NewconvIndexTask(MemberIndexBaseTask):
                 raw_score_welcome, raw_score_convert, raw_score,
                 display_score_welcome, display_score_convert, display_score,
                 last_wechat_touch_time,
-                calc_time, created_at, updated_at
+                calc_time, created_at, updated_at, stat_date
             ) VALUES (
                 %s, %s, %s,
                 %s, %s,
@@ -339,32 +334,40 @@ class NewconvIndexTask(MemberIndexBaseTask):
                 %s, %s, %s,
                 %s, %s, %s,
                 %s,
-                {time_placeholder}
+                NOW(), NOW(), NOW(), %s
             )
         """
 
-        inserted = 0
+        # 批量写入（executemany 替代逐行 execute）
+        batch_params = []
+        for data in data_list:
+            activity = data.activity
+            batch_params.append((
+                activity.site_id, activity.tenant_id, activity.member_id,
+                data.status, data.segment,
+                activity.member_create_time, activity.first_visit_time, activity.last_visit_time, activity.last_recharge_time,
+                activity.t_v, activity.t_r, activity.t_a,
+                activity.visits_14d, activity.visits_30d, activity.visits_60d, activity.visits_total,
+                activity.spend_30d, activity.spend_180d, activity.sv_balance, activity.recharge_60d_amt,
+                activity.interval_count,
+                data.need_new, data.salvage_new, data.recharge_new, data.value_new,
+                data.welcome_new,
+                data.raw_score_welcome, data.raw_score_convert, data.raw_score,
+                data.display_score_welcome, data.display_score_convert, data.display_score,
+                None,
+                stat_date,
+            ))
+
+        from psycopg2.extras import execute_batch
         with self.db.conn.cursor() as cur:
-            for data in data_list:
-                activity = data.activity
-                params = (
-                    activity.site_id, activity.tenant_id, activity.member_id,
-                    data.status, data.segment,
-                    activity.member_create_time, activity.first_visit_time, activity.last_visit_time, activity.last_recharge_time,
-                    activity.t_v, activity.t_r, activity.t_a,
-                    activity.visits_14d, activity.visits_30d, activity.visits_60d, activity.visits_total,
-                    activity.spend_30d, activity.spend_180d, activity.sv_balance, activity.recharge_60d_amt,
-                    activity.interval_count,
-                    data.need_new, data.salvage_new, data.recharge_new, data.value_new,
-                    data.welcome_new,
-                    data.raw_score_welcome, data.raw_score_convert, data.raw_score,
-                    data.display_score_welcome, data.display_score_convert, data.display_score,
-                    None,
-                )
-                if use_param_time:
-                    params = params + (calc_time, calc_time, calc_time)
-                cur.execute(insert_sql, params)
-                inserted += cur.rowcount
+            execute_batch(cur, insert_sql, batch_params, page_size=200)
+            inserted = len(batch_params)
+
+            # 保留策略：清理 365 天前的快照
+            cur.execute(
+                "DELETE FROM dws.dws_member_newconv_index WHERE site_id = %s AND stat_date < CURRENT_DATE - INTERVAL '365 days'",
+                (site_id,),
+            )
 
         self.db.conn.commit()
         return inserted

apps/etl/connectors/feiqiu/tasks/dws/index/relation_index_task.py

@@ -180,9 +180,9 @@ class RelationIndexTask(BaseIndexTask):
 
         self._apply_display_scores(pair_map, params_rs, params_ms, params_ml, site_id)
 
-        # P19: 仅回测模式传 calc_time（按 calc_time 删除保留其他快照），正常模式传 None（按 site_id 全量刷新）
-        backtest_calc_time = now if (context and context.as_of_date) else None
-        inserted = self._save_relation_rows(site_id, list(pair_map.values()), calc_time=backtest_calc_time)
+        # 日快照模式：始终按 stat_date 写入/覆盖，支持多日快照共存
+        stat_date = now.date() if hasattr(now, 'date') else now
+        inserted = self._save_relation_rows(site_id, list(pair_map.values()), stat_date=stat_date)
         self.logger.info("关系指数计算完成，写入 %d 条记录", inserted)
 
         return {
@@ -585,27 +585,23 @@ class RelationIndexTask(BaseIndexTask):
             return "asinh"
         return "none"
 
-    def _save_relation_rows(self, site_id: int, rows: List[RelationPairMetrics], *, calc_time: Optional[datetime] = None) -> int:
-        # P19: 回测模式传入 calc_time，正常模式用 NOW()
-        use_param_time = calc_time is not None
+    def _save_relation_rows(self, site_id: int, rows: List[RelationPairMetrics], *, stat_date) -> int:
+        """日快照模式：始终按 (site_id, stat_date) 删除后插入，支持多日快照共存。"""
+        from datetime import date as date_type
+        if not isinstance(stat_date, date_type):
+            stat_date = stat_date.date() if hasattr(stat_date, 'date') else stat_date
+
         with self.db.conn.cursor() as cur:
-            # P19: 回测模式按 calc_time 删除（保留其他快照），正常模式按 site_id 全量刷新
-            if use_param_time:
-                cur.execute(
-                    "DELETE FROM dws.dws_member_assistant_relation_index WHERE site_id = %s AND calc_time = %s",
-                    (site_id, calc_time),
-                )
-            else:
-                cur.execute(
-                    "DELETE FROM dws.dws_member_assistant_relation_index WHERE site_id = %s",
-                    (site_id,),
-                )
+            cur.execute(
+                "DELETE FROM dws.dws_member_assistant_relation_index WHERE site_id = %s AND stat_date = %s",
+                (site_id, stat_date),
+            )
 
             if not rows:
                 self.db.conn.commit()
                 return 0
 
-            insert_sql = f"""
+            insert_sql = """
                 INSERT INTO dws.dws_member_assistant_relation_index (
                     site_id, tenant_id, member_id, assistant_id,
                     session_count, total_duration_minutes, basic_session_count, incentive_session_count,
@@ -614,7 +610,7 @@ class RelationIndexTask(BaseIndexTask):
                     os_share, os_label, os_rank,
                     ms_f_short, ms_f_long, ms_raw, ms_display,
                     ml_order_count, ml_allocated_amount, ml_raw, ml_display,
-                    calc_time, created_at, updated_at
+                    calc_time, created_at, updated_at, stat_date
                 ) VALUES (
                     %s, %s, %s, %s,
                     %s, %s, %s, %s,
@@ -623,42 +619,34 @@ class RelationIndexTask(BaseIndexTask):
                     %s, %s, %s,
                     %s, %s, %s, %s,
                     %s, %s, %s, %s,
-                    {('%s, %s, %s' if use_param_time else 'NOW(), NOW(), NOW()')}
+                    NOW(), NOW(), NOW(), %s
                 )
             """
-            inserted = 0
-            for row in rows:
-                params = (
-                    row.site_id,
-                    row.tenant_id,
-                    row.member_id,
-                    row.assistant_id,
-                    row.session_count,
-                    row.total_duration_minutes,
-                    row.basic_session_count,
-                    row.incentive_session_count,
+            # 批量写入（executemany 替代逐行 execute）
+            batch_params = [
+                (
+                    row.site_id, row.tenant_id, row.member_id, row.assistant_id,
+                    row.session_count, row.total_duration_minutes,
+                    row.basic_session_count, row.incentive_session_count,
                     row.days_since_last_session,
-                    row.rs_f,
-                    row.rs_d,
-                    row.rs_r,
-                    row.rs_raw,
-                    row.rs_display,
-                    row.os_share,
-                    row.os_label,
-                    row.os_rank,
-                    row.ms_f_short,
-                    row.ms_f_long,
-                    row.ms_raw,
-                    row.ms_display,
-                    row.ml_order_count,
-                    row.ml_allocated_amount,
-                    row.ml_raw,
-                    row.ml_display,
+                    row.rs_f, row.rs_d, row.rs_r, row.rs_raw, row.rs_display,
+                    row.os_share, row.os_label, row.os_rank,
+                    row.ms_f_short, row.ms_f_long, row.ms_raw, row.ms_display,
+                    row.ml_order_count, row.ml_allocated_amount, row.ml_raw, row.ml_display,
+                    stat_date,
                 )
-                if use_param_time:
-                    params = params + (calc_time, calc_time, calc_time)
-                cur.execute(insert_sql, params)
-                inserted += max(cur.rowcount, 0)
+                for row in rows
+            ]
+            from psycopg2.extras import execute_batch
+            execute_batch(cur, insert_sql, batch_params, page_size=200)
+            inserted = len(batch_params)
+
+            # 保留策略：清理 365 天前的快照
+            cur.execute(
+                "DELETE FROM dws.dws_member_assistant_relation_index WHERE site_id = %s AND stat_date < CURRENT_DATE - INTERVAL '365 days'",
+                (site_id,),
+            )
+
         self.db.conn.commit()
         return inserted
 

apps/etl/connectors/feiqiu/tasks/dws/index/winback_index_task.py

@@ -178,9 +178,10 @@ class WinbackIndexTask(MemberIndexBaseTask):
                 avg_raw=sum(all_raw) / len(all_raw)
             )
 
-        # P19: 回测模式传入 calc_time
-        calc_time = (context.as_of_date if context and context.as_of_date else None)
-        inserted = self._save_winback_data(winback_list, calc_time=calc_time)
+        # 日快照模式：始终按 stat_date 写入
+        now = (context.as_of_date if context and context.as_of_date else None) or datetime.now(self.tz)
+        stat_date = now.date() if hasattr(now, 'date') else now
+        inserted = self._save_winback_data(winback_list, stat_date=stat_date)
         self.logger.info("WBI calculation finished, inserted %d rows", inserted)
 
         return {
@@ -341,29 +342,23 @@ class WinbackIndexTask(MemberIndexBaseTask):
         if data.raw_score < 0:
             data.raw_score = 0.0
 
-    def _save_winback_data(self, data_list: List[MemberWinbackData], *, calc_time: Optional[datetime] = None) -> int:
-        """保存 WBI 数据"""
+    def _save_winback_data(self, data_list: List[MemberWinbackData], *, stat_date) -> int:
+        """日快照模式：按 (site_id, stat_date) 删除后插入。"""
         if not data_list:
             return 0
 
-        site_id = data_list[0].activity.site_id
-        # P19: 回测模式传入 calc_time，正常模式用 NOW()
-        use_param_time = calc_time is not None
-        # P19: 回测模式按 calc_time 删除（保留其他快照），正常模式按 site_id 全量刷新
-        with self.db.conn.cursor() as cur:
-            if use_param_time:
-                cur.execute(
-                    "DELETE FROM dws.dws_member_winback_index WHERE site_id = %s AND calc_time = %s",
-                    (site_id, calc_time),
-                )
-            else:
-                cur.execute(
-                    "DELETE FROM dws.dws_member_winback_index WHERE site_id = %s",
-                    (site_id,),
-                )
+        from datetime import date as date_type
+        if not isinstance(stat_date, date_type):
+            stat_date = stat_date.date() if hasattr(stat_date, 'date') else stat_date
 
-        time_placeholder = "%s, %s, %s" if use_param_time else "NOW(), NOW(), NOW()"
-        insert_sql = f"""
+        site_id = data_list[0].activity.site_id
+        with self.db.conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM dws.dws_member_winback_index WHERE site_id = %s AND stat_date = %s",
+                (site_id, stat_date),
+            )
+
+        insert_sql = """
             INSERT INTO dws.dws_member_winback_index (
                 site_id, tenant_id, member_id,
                 status, segment,
@@ -376,7 +371,7 @@ class WinbackIndexTask(MemberIndexBaseTask):
                 ideal_interval_days, ideal_next_visit_date,
                 raw_score, display_score,
                 last_wechat_touch_time,
-                calc_time, created_at, updated_at
+                calc_time, created_at, updated_at, stat_date
             ) VALUES (
                 %s, %s, %s,
                 %s, %s,
@@ -389,31 +384,39 @@ class WinbackIndexTask(MemberIndexBaseTask):
                 %s, %s,
                 %s, %s,
                 %s,
-                {time_placeholder}
+                NOW(), NOW(), NOW(), %s
             )
         """
 
-        inserted = 0
+        # 批量写入（executemany 替代逐行 execute）
+        batch_params = []
+        for data in data_list:
+            activity = data.activity
+            batch_params.append((
+                activity.site_id, activity.tenant_id, activity.member_id,
+                data.status, data.segment,
+                activity.member_create_time, activity.first_visit_time, activity.last_visit_time, activity.last_recharge_time,
+                activity.t_v, activity.t_r, activity.t_a,
+                activity.visits_14d, activity.visits_30d, activity.visits_60d, activity.visits_total,
+                activity.spend_30d, activity.spend_180d, activity.sv_balance, activity.recharge_60d_amt,
+                activity.interval_count,
+                data.overdue_old, data.overdue_cdf_p, data.drop_old, data.recharge_old, data.value_old,
+                data.ideal_interval_days, data.ideal_next_visit_date,
+                data.raw_score, data.display_score,
+                None,
+                stat_date,
+            ))
+
+        from psycopg2.extras import execute_batch
         with self.db.conn.cursor() as cur:
-            for data in data_list:
-                activity = data.activity
-                params = (
-                    activity.site_id, activity.tenant_id, activity.member_id,
-                    data.status, data.segment,
-                    activity.member_create_time, activity.first_visit_time, activity.last_visit_time, activity.last_recharge_time,
-                    activity.t_v, activity.t_r, activity.t_a,
-                    activity.visits_14d, activity.visits_30d, activity.visits_60d, activity.visits_total,
-                    activity.spend_30d, activity.spend_180d, activity.sv_balance, activity.recharge_60d_amt,
-                    activity.interval_count,
-                    data.overdue_old, data.overdue_cdf_p, data.drop_old, data.recharge_old, data.value_old,
-                    data.ideal_interval_days, data.ideal_next_visit_date,
-                    data.raw_score, data.display_score,
-                    None,
-                )
-                if use_param_time:
-                    params = params + (calc_time, calc_time, calc_time)
-                cur.execute(insert_sql, params)
-                inserted += cur.rowcount
+            execute_batch(cur, insert_sql, batch_params, page_size=200)
+            inserted = len(batch_params)
+
+            # 保留策略：清理 365 天前的快照
+            cur.execute(
+                "DELETE FROM dws.dws_member_winback_index WHERE site_id = %s AND stat_date < CURRENT_DATE - INTERVAL '365 days'",
+                (site_id,),
+            )
 
         self.db.conn.commit()
         return inserted

apps/etl/connectors/feiqiu/tasks/dws/member_project_tag_task.py

@@ -2,11 +2,17 @@
 """
 DWS 客户项目标签任务
 
-按时间窗口计算每位客户在四大项目（BILLIARD/SNOOKER/MAHJONG/KTV）的
-消费时长占比，占比≥25% 则分配标签。散客（member_id=0）不参与。
+按每位客户最近 N 次消费（开台记录）计算四大项目（BILLIARD/SNOOKER/MAHJONG/KTV）
+的消费时长占比，占比≥25% 则分配标签。散客（member_id=0）不参与。
+
+设计思路：
+    不按固定日期窗口（30天/60天），而按每位客户最近的消费记录数量取数，
+    避免长期未到店或来店频率不稳定的客户标签丢失。
 
 数据链路：
     dwd_table_fee_log (ledger_count)
+    → ROW_NUMBER() OVER (PARTITION BY member_id ORDER BY ledger_end_time DESC)
+    → 取最近 LAST_N_VISITS 条记录
     → JOIN dim_table (site_table_id → table_id, scd2_is_current=1)
     → get_area_category(area_name, table_name)
     → 按 category_code 汇总 → 计算占比 → 写入 dws_member_project_tag
@@ -15,25 +21,23 @@ DWS 客户项目标签任务
     dws.dws_member_project_tag
 
 更新策略：
-    全量删除重建（按 site_id 删除后重新插入所有时间窗口）
+    全量删除重建（按 site_id 删除后重新插入）
 """
 from __future__ import annotations
 
-from datetime import date
 from decimal import Decimal
 from typing import Any, Dict, List, Optional
 
-from tasks.dws.base_dws_task import BaseDwsTask, TimeWindow
-from neozqyy_shared.datetime_utils import biz_date_sql_expr
+from tasks.dws.base_dws_task import BaseDwsTask
 
 # 只计算四大项目
 VALID_CATEGORIES = {"BILLIARD", "SNOOKER", "MAHJONG", "KTV"}
 
-# 客户看板的 2 个时间窗口
-MEMBER_WINDOWS = [
-    TimeWindow.LAST_30_DAYS,
-    TimeWindow.LAST_60_DAYS,
-]
+# 取每位客户最近 30 次消费（开台记录）
+LAST_N_VISITS = 30
+
+# 写入 time_window 字段的枚举值
+TIME_WINDOW_VALUE = "LAST_30_VISITS"
 
 TAG_THRESHOLD = Decimal("0.25")
 
@@ -52,21 +56,15 @@ class MemberProjectTagTask(BaseDwsTask):
 
     def extract(self, context) -> Dict[str, Any]:
         site_id = context.store_id
-        self.logger.info("%s: 提取客户台费时长数据", self.get_task_code())
+        self.logger.info("%s: 提取客户最近 %d 次消费的台费时长数据",
+                         self.get_task_code(), LAST_N_VISITS)
 
         self.load_config_cache()
         table_info = self._extract_table_info(site_id)
-
-        window_data: Dict[str, List[Dict]] = {}
-        for window in MEMBER_WINDOWS:
-            time_range = self.get_time_window_range(window)
-            rows = self._extract_member_durations(
-                site_id, time_range.start, time_range.end
-            )
-            window_data[window.value] = rows
+        rows = self._extract_member_durations(site_id)
 
         return {
-            "window_data": window_data,
+            "rows": rows,
             "table_info": table_info,
             "site_id": site_id,
         }
@@ -81,30 +79,37 @@ class MemberProjectTagTask(BaseDwsTask):
         rows = self.db.query(sql, (site_id,))
         return {r["table_id"]: dict(r) for r in (rows or [])}
 
-    def _extract_member_durations(
-        self, site_id: int, start_date: date, end_date: date
-    ) -> List[Dict[str, Any]]:
-        """提取客户台费时长明细（按客户+台桌聚合），排除散客"""
-        cutoff = self.config.get("app.business_day_start_hour", 8)
-        biz_expr = biz_date_sql_expr("tfl.ledger_end_time", cutoff)
-        sql = f"""
-            SELECT
-                tfl.member_id,
-                tfl.site_table_id AS table_id,
-                COALESCE(SUM(tfl.ledger_count), 0) AS duration_seconds
-            FROM dwd.dwd_table_fee_log tfl
-            WHERE tfl.site_id = %(site_id)s
-              AND {biz_expr} >= %(start_date)s
-              AND {biz_expr} <= %(end_date)s
-              AND COALESCE(tfl.is_delete, 0) = 0
-              AND tfl.member_id IS NOT NULL
-              AND tfl.member_id != 0
-            GROUP BY tfl.member_id, tfl.site_table_id
+    def _extract_member_durations(self, site_id: int) -> List[Dict[str, Any]]:
+        """按每位客户最近 N 次消费提取台费时长明细，排除散客。
+
+        使用 ROW_NUMBER() 按 member_id 分区、ledger_end_time 倒序排名，
+        取最近 LAST_N_VISITS 条记录后再按 (member_id, table_id) 聚合。
+        """
+        sql = """
+            WITH ranked AS (
+                SELECT tfl.member_id,
+                       tfl.site_table_id AS table_id,
+                       tfl.ledger_count  AS duration_seconds,
+                       ROW_NUMBER() OVER (
+                           PARTITION BY tfl.member_id
+                           ORDER BY tfl.ledger_end_time DESC
+                       ) AS rn
+                FROM dwd.dwd_table_fee_log tfl
+                WHERE tfl.site_id = %(site_id)s
+                  AND COALESCE(tfl.is_delete, 0) = 0
+                  AND tfl.member_id IS NOT NULL
+                  AND tfl.member_id != 0
+            )
+            SELECT member_id,
+                   table_id,
+                   COALESCE(SUM(duration_seconds), 0) AS duration_seconds
+            FROM ranked
+            WHERE rn <= %(last_n)s
+            GROUP BY member_id, table_id
         """
         rows = self.db.query(sql, {
             "site_id": site_id,
-            "start_date": start_date,
-            "end_date": end_date,
+            "last_n": LAST_N_VISITS,
         })
         return [dict(r) for r in rows] if rows else []
 
@@ -114,59 +119,59 @@ class MemberProjectTagTask(BaseDwsTask):
         tenant_id = getattr(context, "tenant_id", 0) or 0
         results: List[Dict[str, Any]] = []
 
-        for window_value, rows in extracted["window_data"].items():
-            # member_id → category_code → seconds
-            member_cats: Dict[int, Dict[str, int]] = {}
+        # member_id → category_code → seconds
+        member_cats: Dict[int, Dict[str, int]] = {}
 
-            for row in rows:
-                mid = row["member_id"]
-                tid = row["table_id"]
-                secs = self.safe_int(row["duration_seconds"])
-                if secs <= 0:
-                    continue
+        for row in extracted["rows"]:
+            mid = row["member_id"]
+            tid = row["table_id"]
+            secs = self.safe_int(row["duration_seconds"])
+            if secs <= 0:
+                continue
 
-                tinfo = table_info.get(tid, {})
-                area_name = tinfo.get("area_name")
-                table_name = tinfo.get("table_name")
-                cat = self.get_area_category(area_name, table_name)
-                code = cat.get("category_code", "OTHER")
+            tinfo = table_info.get(tid, {})
+            area_name = tinfo.get("area_name")
+            table_name = tinfo.get("table_name")
+            cat = self.get_area_category(area_name, table_name)
+            code = cat.get("category_code", "OTHER")
 
-                if code not in VALID_CATEGORIES:
-                    continue
+            if code not in VALID_CATEGORIES:
+                continue
 
-                if mid not in member_cats:
-                    member_cats[mid] = {}
-                member_cats[mid][code] = member_cats[mid].get(code, 0) + secs
+            if mid not in member_cats:
+                member_cats[mid] = {}
+            member_cats[mid][code] = member_cats[mid].get(code, 0) + secs
 
-            for mid, cats in member_cats.items():
-                total = sum(cats.values())
-                if total <= 0:
-                    continue
+        for mid, cats in member_cats.items():
+            total = sum(cats.values())
+            if total <= 0:
+                continue
 
-                for code, secs in cats.items():
-                    pct = Decimal(str(secs)) / Decimal(str(total))
-                    pct = pct.quantize(Decimal("0.0001"))
-                    cat_info = self._get_category_display(code)
+            for code, secs in cats.items():
+                pct = Decimal(str(secs)) / Decimal(str(total))
+                pct = pct.quantize(Decimal("0.0001"))
+                cat_info = self._get_category_display(code)
 
-                    results.append({
-                        "site_id": site_id,
-                        "tenant_id": tenant_id,
-                        "member_id": mid,
-                        "time_window": window_value,
-                        "category_code": code,
-                        "category_name": cat_info["category_name"],
-                        "short_name": cat_info["short_name"],
-                        "duration_seconds": secs,
-                        "total_seconds": total,
-                        "percentage": float(pct),
-                        "is_tagged": pct >= TAG_THRESHOLD,
-                    })
+                results.append({
+                    "site_id": site_id,
+                    "tenant_id": tenant_id,
+                    "member_id": mid,
+                    "time_window": TIME_WINDOW_VALUE,
+                    "category_code": code,
+                    "category_name": cat_info["category_name"],
+                    "short_name": cat_info["short_name"],
+                    "duration_seconds": secs,
+                    "total_seconds": total,
+                    "percentage": float(pct),
+                    "is_tagged": pct >= TAG_THRESHOLD,
+                })
 
         self.logger.info(
-            "%s: 生成 %d 条标签记录（其中 %d 条达标）",
+            "%s: 生成 %d 条标签记录（其中 %d 条达标），基于每客户最近 %d 次消费",
             self.get_task_code(),
             len(results),
             sum(1 for r in results if r["is_tagged"]),
+            LAST_N_VISITS,
         )
         return results
 

apps/etl/connectors/feiqiu/tasks/dws/task_engine.py

@@ -2,96 +2,130 @@
 # - 2026-03-29 | Prompt: DWS_TASK_ENGINE ETL 任务 | 新建文件。
 #   编排任务引擎全流程：完成检查 → 过期检查 → 任务生成。
 #   通过 HTTP 调用后端 POST /api/internal/run-job 按 job_name 执行。
+# - 2026-04-12 | 合并 DWS_TASK_SIMULATION：有时间窗口时走推演模式，
+#   无时间窗口时走原来的 HTTP 模式。
 
 # -*- coding: utf-8 -*-
 """
 DWS 任务引擎编排任务（DWS_TASK_ENGINE）
 
-在 DWS 指数计算完成后执行，按顺序调用后端任务引擎的各个步骤：
-1. recall_completion_check — 检测召回是否完成，生成回访任务
-2. task_expiry_check — 标记超时未处理的任务
-3. task_generator — 根据 WBI/NCI/RS 指数生成/替换任务
+双模式：
+- 无时间窗口（日常 Flow）：通过 HTTP 调用后端任务引擎
+  1. recall_completion_check — 检测召回完成
+  2. task_expiry_check — 标<><E6A087>超时任务
+  3. task_generator — 根据指数生成/替换任务
 
-通过 HTTP 调用后端 POST /api/internal/run-job（Internal-Token 认证），
-每步失败仅记录日志，不中断后续步骤。
+- 有时间窗口（历史推演）：基于指数日快照逐天重放任务生命周期
+  需先运行 DWS_INDEX_BACKFILL 生成历史快照
 """
 from __future__ import annotations
 
+import json
 import logging
 import os
+import sys
+import time
+from datetime import date, datetime, timedelta
+from decimal import Decimal
 from pathlib import Path
-from typing import Any
+from typing import Any, Dict, Optional
+from zoneinfo import ZoneInfo
 
 import requests
 from dotenv import load_dotenv
 
 from ..base_task import BaseTask, TaskContext
 
-# 加载根 .env（BACKEND_API_URL / INTERNAL_API_TOKEN 不在 AppConfig 映射中）
-# task_engine.py → dws/ → tasks/ → feiqiu/ → connectors/ → etl/ → apps/ → root
+# 加载根 .env
 _REPO_ROOT = Path(__file__).resolve().parents[6]
 load_dotenv(_REPO_ROOT / ".env", override=False)
 
 logger = logging.getLogger(__name__)
 
-_TIMEOUT = (5, 30)  # 连接 5s，读取 30s（任务执行可能较慢）
+_TIMEOUT = (5, 30)
 
-# 按顺序执行的后端任务列表
+# HTTP 模式<E6A8A1><E5BC8F><EFBFBD>按顺序执行的后端任务
 _JOB_SEQUENCE = [
     "recall_completion_check",
     "task_expiry_check",
     "task_generator",
 ]
 
+# 推演模式：导<EFBC9A><E5AFBC> task_generator 纯函数
+_BACKEND = _REPO_ROOT / "apps" / "backend"
+if str(_BACKEND) not in sys.path:
+    sys.path.insert(0, str(_BACKEND))
+
+try:
+    from app.services.task_generator import (
+        IndexData,
+        determine_task_type,
+        should_replace_task,
+    )
+    _SIMULATION_AVAILABLE = True
+except ImportError:
+    _SIMULATION_AVAILABLE = False
+
+# 推演截止日期（现有 active 任务从 03-29 开始）
+CUTOFF_DATE = date(2026, 3, 28)
+FOLLOW_UP_HOURS = 72
+
+
+# ── HTTP <20><>式辅助 ──
 
 def _run_backend_job(backend_url: str, token: str, job_name: str) -> dict:
-    """调用后端 POST /api/internal/run-job 执行指定任务。
-
-    Returns:
-        {"success": bool, "message": str} 或 {"success": False, "message": error}
-    """
     url = f"{backend_url}/api/internal/run-job"
     headers = {
         "Authorization": f"Internal-Token {token}",
         "Content-Type": "application/json",
     }
-    body = {"job_name": job_name}
-
     try:
-        resp = requests.post(url, json=body, headers=headers, timeout=_TIMEOUT)
+        resp = requests.post(url, json={"job_name": job_name}, headers=headers, timeout=_TIMEOUT)
         if resp.status_code == 200:
             data = resp.json()
-            # 后端 ResponseWrapperMiddleware 包装：{"code": 0, "data": {...}}
             inner = data.get("data", data)
-            return {
-                "success": inner.get("success", False),
-                "message": inner.get("message", ""),
-            }
-        else:
-            return {
-                "success": False,
-                "message": f"HTTP {resp.status_code}: {resp.text[:200]}",
-            }
+            return {"success": inner.get("success", False), "message": inner.get("message", "")}
+        return {"success": False, "message": f"HTTP {resp.status_code}: {resp.text[:200]}"}
     except requests.RequestException as exc:
         return {"success": False, "message": str(exc)}
 
 
 class DwsTaskEngineTask(BaseTask):
-    """DWS 任务引擎编排任务。
+    """DWS 任务引擎（双模式）。
 
-    不读写 DWS 表，仅通过 HTTP 调用后端执行任务引擎步骤。
-    继承 BaseTask 而非 BaseDwsTask，因为不需要 DWS 层的数据操作方法。
+    无时间窗口 → HTTP 模式（日常 Flow）
+    有时间窗口 → 推演模式（历史回填）
     """
 
     def get_task_code(self) -> str:
         return "DWS_TASK_ENGINE"
 
-    def extract(self, context: TaskContext) -> dict[str, Any]:
-        """无需提取数据，返回空上下文。"""
-        return {}
+    def execute(self, context=None) -> Dict[str, Any]:
+        """直接 override execute()，绕过 BaseTask 的 E/T/L 模板。
 
-    def load(self, extracted: dict[str, Any], context: TaskContext) -> dict[str, Any]:
-        """按顺序调用后端任务引擎的各个步骤。"""
+        根据是否有时间窗口决定模式：
+        - 有窗口 → 推演模式（逐天生成+完成任务）
+        - 无窗口 → HTTP 模式（调用后端执行当天任务引擎）
+        """
+        if self._has_window(context):
+            return self._run_simulation_mode(context)
+        return self._run_http_mode()
+
+    def _has_window(self, context=None) -> bool:
+        """检查是否指定了时间窗口（config 或 context 均可）。"""
+        # 优先从 config（CLI --window-start/--window-end）
+        wo = self.config.get("run.window_override") or {}
+        if wo.get("start") and wo.get("end"):
+            return True
+        # 其次从 context（task_executor 构建的）
+        if context and hasattr(context, 'window_start') and hasattr(context, 'window_end'):
+            if context.window_start and context.window_end and context.window_start != context.window_end:
+                return True
+        return False
+
+    # ── HTTP 模式（日常） ──
+
+    def _run_http_mode(self) -> dict[str, Any]:
         backend_url = os.environ.get("BACKEND_API_URL", "").rstrip("/")
         token = os.environ.get("INTERNAL_API_TOKEN", "")
 
@@ -103,22 +137,667 @@ class DwsTaskEngineTask(BaseTask):
             return {"skipped": True, "reason": "INTERNAL_API_TOKEN 未配置"}
 
         results: dict[str, Any] = {}
-
         for job_name in _JOB_SEQUENCE:
             self.logger.info("DWS_TASK_ENGINE: 执行 %s ...", job_name)
             result = _run_backend_job(backend_url, token, job_name)
             success = result.get("success", False)
             message = result.get("message", "")
-
             results[job_name] = {"success": success, "message": message}
-
             if success:
-                self.logger.info(
-                    "DWS_TASK_ENGINE: %s 成功 — %s", job_name, message
-                )
+                self.logger.info("DWS_TASK_ENGINE: %s 成功 — %s", job_name, message)
             else:
-                self.logger.warning(
-                    "DWS_TASK_ENGINE: %s 失败 — %s", job_name, message
-                )
+                self.logger.warning("DWS_TASK_ENGINE: %s 失败 — %s", job_name, message)
 
         return results
+
+    # ── 推演模式（历史） ──
+
+    def _run_simulation_mode(self, context: Optional[TaskContext]) -> dict[str, Any]:
+        if not _SIMULATION_AVAILABLE:
+            raise RuntimeError("推演模式不可用：无法导入 app.services.task_generator")
+
+        import psycopg2
+
+        start_date, end_date = self._parse_date_range(context)
+
+        tz = ZoneInfo(self.config.get("app.timezone", "Asia/Shanghai"))
+        etl_conn = self.db.conn
+
+        app_dsn = os.environ.get("APP_DB_DSN")
+        if not app_dsn:
+            raise ValueError("推演模式需要 APP_DB_DSN 环境变量")
+        app_conn = psycopg2.connect(app_dsn)
+        app_conn.set_client_encoding("UTF8")
+
+        site_id = self._get_site_id(etl_conn)
+        total_days = (end_date - start_date).days + 1
+
+        self.logger.info(
+            "DWS_TASK_ENGINE [推演模式]: %s ~ %s (%d天), site_id=%s",
+            start_date, end_date, total_days, site_id,
+        )
+
+        # 清理指定范围内的旧数据，保留范围外的
+        self._clean_date_range(app_conn, tz, start_date, end_date)
+
+        # 加载推演范围之前就存在的 active 任务（不加载范围之后的"未来"任务）
+        active_tasks = self._load_existing_active_tasks(app_conn, site_id, before_date=start_date)
+        self.logger.info("DWS_TASK_ENGINE [推演]: 范围前已有 active 任务 %d 个", len(active_tasks))
+
+        stats = {
+            "created": 0, "completed": 0, "resolved": 0, "overridden": 0,
+            "expired": 0, "follow_up_created": 0,
+            "recall_events": 0, "skipped_no_snapshot": 0,
+        }
+
+        # 预加载全量数据，按日分片（避免 255 x 5 次逐日查询 -> 5 次全量查询）
+        self.logger.info("DWS_TASK_ENGINE [推演]: 预加载快照 + 结算数据 ...")
+        snapshots_by_date = self._bulk_load_snapshots(etl_conn, site_id, start_date, end_date)
+        settlements_by_date = self._bulk_load_settlements(etl_conn, site_id, start_date, end_date, tz)
+        member_visits_by_date = self._bulk_load_member_visits(etl_conn, site_id, start_date, end_date, tz)
+        self.logger.info(
+            "DWS_TASK_ENGINE [推演]: 预加载完成, %d 天有快照, %d 天有助教结算, %d 天有到店记录",
+            len(snapshots_by_date), len(settlements_by_date), len(member_visits_by_date),
+        )
+
+        # 加载任务生成参数（与日常 task_generator 保持一致）
+        task_params = self._load_task_generator_params(app_conn, site_id)
+        self.logger.info(
+            "DWS_TASK_ENGINE [推演]: 任务阈值 high=%.1f, normal=%.1f, rs=[%.1f, %.1f)",
+            task_params["high_threshold"], task_params["normal_threshold"],
+            task_params["rs_min"], task_params["rs_max"],
+        )
+
+        t0 = time.time()
+        current = start_date
+        while current <= end_date:
+            snapshot = snapshots_by_date.get(current, {"relation": {}, "wbi": {}, "nci": {}})
+            if not snapshot["relation"] and not snapshot["wbi"] and not snapshot["nci"]:
+                stats["skipped_no_snapshot"] += 1
+                current += timedelta(days=1)
+                continue
+
+            day_settlements = settlements_by_date.get(current, {})
+            day_visits = member_visits_by_date.get(current, {})
+            self._simulate_day(app_conn, etl_conn, site_id, current, tz, snapshot, active_tasks, stats,
+                               preloaded_settlements=day_settlements, preloaded_visits=day_visits,
+                               task_params=task_params)
+
+            day_num = (current - start_date).days + 1
+            if day_num % 30 == 0 or current == end_date:
+                elapsed = time.time() - t0
+                self.logger.info(
+                    "DWS_TASK_ENGINE [推演]: %s (%d/%d) 创建=%d 完成=%d 解除=%d 覆盖=%d 过期=%d %.0fs",
+                    current, day_num, total_days,
+                    stats["created"], stats["completed"], stats["resolved"],
+                    stats["overridden"], stats["expired"], elapsed,
+                )
+
+            current += timedelta(days=1)
+
+        # 收尾：清理推演结束后仍 active 但 expires_at 已过期的任务
+        now_dt = datetime.now(tz)
+        cleanup_count = 0
+        with app_conn.cursor() as cur:
+            cur.execute(
+                """UPDATE biz.coach_tasks SET status = 'expired', updated_at = %s
+                WHERE site_id = %s AND status = 'active'
+                  AND expires_at IS NOT NULL AND expires_at < %s
+                RETURNING id, task_type""",
+                (now_dt, site_id, now_dt),
+            )
+            for task_id, task_type in cur.fetchall():
+                self._history(cur, task_id, "expired", "active", "expired",
+                              task_type, task_type, {"reason": "post_simulation_cleanup"})
+                cleanup_count += 1
+        app_conn.commit()
+        stats["expired"] += cleanup_count
+        if cleanup_count:
+            self.logger.info("DWS_TASK_ENGINE [推演]: 收尾清理 %d 个已过期任务", cleanup_count)
+
+        total_elapsed = time.time() - t0
+        self.logger.info(
+            "DWS_TASK_ENGINE [推演] 完成: %.0fs, 创建=%d 完成=%d 解除=%d 覆盖=%d 过期=%d 回访=%d 事件=%d 跳过=%d active=%d",
+            total_elapsed, stats["created"], stats["completed"], stats["resolved"],
+            stats["overridden"], stats["expired"],
+            stats["follow_up_created"], stats["recall_events"],
+            stats["skipped_no_snapshot"], len(active_tasks),
+        )
+
+        app_conn.close()
+
+        # 推演完成后触发日常流程（recall_detector + task_generator）
+        # 让最新到店数据触发召回完成、POOL 过滤清理存量
+        self.logger.info("DWS_TASK_ENGINE [推演]: 触发日常流程 ...")
+        try:
+            http_result = self._run_http_mode()
+            self.logger.info("DWS_TASK_ENGINE [推演]: 日常流程完成 %s", http_result)
+        except Exception:
+            self.logger.exception("DWS_TASK_ENGINE [推演]: 日常流程触发失败（不影响推演结果）")
+
+        return {
+            "status": "SUCCESS",
+            "counts": {
+                # 框架标准字段（总结框显示用）
+                "inserted": stats["created"],
+                "updated": stats["overridden"],
+                "skipped": stats["skipped_no_snapshot"],
+                "errors": 0,
+                # 原始明细
+                **stats,
+            },
+        }
+
+    # ── 推演辅助方法 ──
+
+    def _parse_date_range(self, context: Optional[TaskContext]) -> tuple[date, date]:
+        wo = self.config.get("run.window_override") or {}
+        start_str = wo.get("start")
+        end_str = wo.get("end")
+        if start_str and end_str:
+            return self._parse_date(start_str), self._parse_date(end_str)
+        if context and context.window_start and context.window_end:
+            return context.window_start.date(), context.window_end.date()
+        raise ValueError("推演模式需要指定时间窗口")
+
+    @staticmethod
+    def _parse_date(s) -> date:
+        if isinstance(s, date) and not isinstance(s, datetime):
+            return s
+        if isinstance(s, datetime):
+            return s.date()
+        return date.fromisoformat(str(s).strip()[:10])
+
+    def _get_site_id(self, etl_conn) -> int:
+        with etl_conn.cursor() as cur:
+            cur.execute("SELECT DISTINCT site_id FROM dws.dws_member_assistant_relation_index LIMIT 1")
+            row = cur.fetchone()
+        etl_conn.commit()
+        if not row:
+            raise RuntimeError("relation_index 表为空，请先运行 DWS_INDEX_BACKFILL")
+        return row[0]
+
+    def _load_snapshot(self, etl_conn, site_id: int, stat_date: date) -> dict:
+        result = {"relation": {}, "wbi": {}, "nci": {}}
+        with etl_conn.cursor() as cur:
+            cur.execute(
+                """SELECT assistant_id, member_id, rs_display, os_label, session_count
+                FROM dws.dws_member_assistant_relation_index
+                WHERE site_id = %s AND stat_date = %s""",
+                (site_id, stat_date),
+            )
+            for r in cur.fetchall():
+                result["relation"][(r[0], r[1])] = {
+                    "rs": Decimal(str(r[2])), "os_label": r[3], "session_count": r[4],
+                }
+            # WBI（同时记录 status 用于过滤老客 NCI）
+            old_members = set()
+            cur.execute(
+                """SELECT member_id, display_score, status FROM dws.dws_member_winback_index
+                WHERE site_id = %s AND stat_date = %s""",
+                (site_id, stat_date),
+            )
+            for r in cur.fetchall():
+                result["wbi"][r[0]] = Decimal(str(r[1])) if r[1] else Decimal(0)
+                if r[2] == "OLD":
+                    old_members.add(r[0])
+            # NCI（排除已转老客，避免使用过时高分）
+            cur.execute(
+                """SELECT member_id, display_score FROM dws.dws_member_newconv_index
+                WHERE site_id = %s AND stat_date = %s""",
+                (site_id, stat_date),
+            )
+            for r in cur.fetchall():
+                if r[0] not in old_members:
+                    result["nci"][r[0]] = Decimal(str(r[1])) if r[1] else Decimal(0)
+        etl_conn.commit()
+        return result
+
+    def _load_settlements(self, etl_conn, site_id: int, d: date) -> dict:
+        """助教级结算：settle_type=1 全部计入，settle_type=3 仅 BONUS 服务。"""
+        tz = ZoneInfo(self.config.get("app.timezone", "Asia/Shanghai"))
+        day_start = datetime(d.year, d.month, d.day, 0, 0, 0, tzinfo=tz)
+        day_end = day_start + timedelta(days=1)
+        settlements = {}
+        with etl_conn.cursor() as cur:
+            cur.execute(
+                """SELECT sl.site_assistant_id, sh.member_id, MAX(sh.pay_time)
+                FROM dwd.dwd_settlement_head sh
+                JOIN dwd.dwd_assistant_service_log sl
+                  ON sl.order_settle_id = sh.order_settle_id AND sl.is_delete = 0
+                WHERE sh.site_id = %s
+                  AND (sh.settle_type = 1 OR (sh.settle_type = 3 AND sl.order_assistant_type = 2))
+                  AND sh.pay_time >= %s AND sh.pay_time < %s
+                GROUP BY sl.site_assistant_id, sh.member_id""",
+                (site_id, day_start, day_end),
+            )
+            for r in cur.fetchall():
+                if r[0] and r[1]:
+                    settlements[(r[0], r[1])] = r[2]
+        etl_conn.commit()
+        return settlements
+
+    def _load_member_visits(self, etl_conn, site_id: int, d: date) -> dict:
+        """门店级到店检测：含无助教服务的 settle_type=1，用于 resolved 判定。"""
+        tz = ZoneInfo(self.config.get("app.timezone", "Asia/Shanghai"))
+        day_start = datetime(d.year, d.month, d.day, 0, 0, 0, tzinfo=tz)
+        day_end = day_start + timedelta(days=1)
+        visits = {}
+        with etl_conn.cursor() as cur:
+            cur.execute(
+                """SELECT sh.member_id, MAX(sh.pay_time)
+                FROM dwd.dwd_settlement_head sh
+                WHERE sh.site_id = %s
+                  AND (
+                    sh.settle_type = 1
+                    OR (sh.settle_type = 3 AND EXISTS (
+                        SELECT 1 FROM dwd.dwd_assistant_service_log sl
+                        WHERE sl.order_settle_id = sh.order_settle_id
+                          AND sl.is_delete = 0
+                          AND sl.order_assistant_type = 2
+                    ))
+                  )
+                  AND sh.pay_time >= %s AND sh.pay_time < %s
+                GROUP BY sh.member_id""",
+                (site_id, day_start, day_end),
+            )
+            for r in cur.fetchall():
+                if r[0]:
+                    visits[r[0]] = r[1]
+        etl_conn.commit()
+        return visits
+
+    def _bulk_load_settlements(self, etl_conn, site_id: int, start: date, end: date, tz) -> dict:
+        """一次查全量助教级结算，按日分片返回 {date: {(aid,mid): pay_time}}。"""
+        from collections import defaultdict
+        day_start = datetime(start.year, start.month, start.day, 0, 0, 0, tzinfo=tz)
+        day_end = datetime(end.year, end.month, end.day, 0, 0, 0, tzinfo=tz) + timedelta(days=1)
+        result = defaultdict(dict)
+        with etl_conn.cursor() as cur:
+            cur.execute(
+                """SELECT sl.site_assistant_id, sh.member_id, sh.pay_time
+                FROM dwd.dwd_settlement_head sh
+                JOIN dwd.dwd_assistant_service_log sl
+                  ON sl.order_settle_id = sh.order_settle_id AND sl.is_delete = 0
+                WHERE sh.site_id = %s
+                  AND (sh.settle_type = 1 OR (sh.settle_type = 3 AND sl.order_assistant_type = 2))
+                  AND sh.pay_time >= %s AND sh.pay_time < %s""",
+                (site_id, day_start, day_end),
+            )
+            for aid, mid, pay_time in cur.fetchall():
+                if aid and mid:
+                    d_key = pay_time.astimezone(tz).date()
+                    existing = result[d_key].get((aid, mid))
+                    if existing is None or pay_time > existing:
+                        result[d_key][(aid, mid)] = pay_time
+        etl_conn.commit()
+        return dict(result)
+
+    def _bulk_load_member_visits(self, etl_conn, site_id: int, start: date, end: date, tz) -> dict:
+        """一次查全量门店级到店，按日分片返回 {date: {mid: pay_time}}。"""
+        from collections import defaultdict
+        day_start = datetime(start.year, start.month, start.day, 0, 0, 0, tzinfo=tz)
+        day_end = datetime(end.year, end.month, end.day, 0, 0, 0, tzinfo=tz) + timedelta(days=1)
+        result = defaultdict(dict)
+        with etl_conn.cursor() as cur:
+            cur.execute(
+                """SELECT sh.member_id, sh.pay_time
+                FROM dwd.dwd_settlement_head sh
+                WHERE sh.site_id = %s
+                  AND (
+                    sh.settle_type = 1
+                    OR (sh.settle_type = 3 AND EXISTS (
+                        SELECT 1 FROM dwd.dwd_assistant_service_log sl
+                        WHERE sl.order_settle_id = sh.order_settle_id
+                          AND sl.is_delete = 0
+                          AND sl.order_assistant_type = 2
+                    ))
+                  )
+                  AND sh.pay_time >= %s AND sh.pay_time < %s""",
+                (site_id, day_start, day_end),
+            )
+            for mid, pay_time in cur.fetchall():
+                if mid:
+                    d_key = pay_time.astimezone(tz).date()
+                    existing = result[d_key].get(mid)
+                    if existing is None or pay_time > existing:
+                        result[d_key][mid] = pay_time
+        etl_conn.commit()
+        return dict(result)
+
+    @staticmethod
+    def _load_task_generator_params(app_conn, site_id: int) -> dict:
+        """从 cfg_task_generator_params 加载任务生成阈值，与日常 task_generator 保持一致。"""
+        defaults = {
+            "high_threshold": 7.5,
+            "normal_threshold": 4.0,
+            "rs_min": 1.0,
+            "rs_max": 6.0,
+        }
+        key_map = {
+            "high_priority_recall_threshold": "high_threshold",
+            "priority_recall_threshold": "normal_threshold",
+            "rs_min_for_relationship": "rs_min",
+            "rs_max_for_relationship": "rs_max",
+        }
+        with app_conn.cursor() as cur:
+            cur.execute("SELECT param_key, param_value FROM biz.cfg_task_generator_params")
+            for param_key, param_value in cur.fetchall():
+                mapped = key_map.get(param_key)
+                if mapped:
+                    defaults[mapped] = float(param_value)
+        app_conn.commit()
+        return defaults
+
+    def _bulk_load_snapshots(self, etl_conn, site_id: int, start: date, end: date) -> dict:
+        """一次查全量指数快照（relation/wbi/nci），按日分片返回 {date: snapshot_dict}。"""
+        from collections import defaultdict
+        result = defaultdict(lambda: {"relation": {}, "wbi": {}, "nci": {}})
+
+        with etl_conn.cursor() as cur:
+            # relation_index
+            cur.execute(
+                """SELECT stat_date, assistant_id, member_id, rs_display, os_label, session_count
+                FROM dws.dws_member_assistant_relation_index
+                WHERE site_id = %s AND stat_date >= %s AND stat_date <= %s""",
+                (site_id, start, end),
+            )
+            for sd, aid, mid, rs, os_label, sc in cur.fetchall():
+                result[sd]["relation"][(aid, mid)] = {
+                    "rs": Decimal(str(rs)), "os_label": os_label, "session_count": sc,
+                }
+
+            # WBI（同时收集 OLD 状态用于过滤 NCI）
+            old_members_by_date = defaultdict(set)
+            cur.execute(
+                """SELECT stat_date, member_id, display_score, status
+                FROM dws.dws_member_winback_index
+                WHERE site_id = %s AND stat_date >= %s AND stat_date <= %s""",
+                (site_id, start, end),
+            )
+            for sd, mid, score, status in cur.fetchall():
+                result[sd]["wbi"][mid] = Decimal(str(score)) if score else Decimal(0)
+                if status == "OLD":
+                    old_members_by_date[sd].add(mid)
+
+            # NCI（排除已转老客）
+            cur.execute(
+                """SELECT stat_date, member_id, display_score
+                FROM dws.dws_member_newconv_index
+                WHERE site_id = %s AND stat_date >= %s AND stat_date <= %s""",
+                (site_id, start, end),
+            )
+            for sd, mid, score in cur.fetchall():
+                if mid not in old_members_by_date.get(sd, set()):
+                    result[sd]["nci"][mid] = Decimal(str(score)) if score else Decimal(0)
+
+        etl_conn.commit()
+        return dict(result)
+
+    def _simulate_day(self, app_conn, etl_conn, site_id, d, tz, snapshot, active_tasks, stats,
+                       *, preloaded_settlements=None, preloaded_visits=None, task_params=None):
+        day_dt = datetime(d.year, d.month, d.day, 7, 0, 0, tzinfo=tz)
+
+        # 1. 过期检测
+        expired_keys = [k for k, t in active_tasks.items() if t.get("expires_at") and t["expires_at"] < day_dt]
+        for key in expired_keys:
+            task = active_tasks.pop(key)
+            stats["expired"] += 1
+            with app_conn.cursor() as cur:
+                cur.execute("UPDATE biz.coach_tasks SET status = 'expired', updated_at = %s WHERE id = %s", (day_dt, task["id"]))
+                self._history(cur, task["id"], "expired", "active", "expired", task["task_type"], task["task_type"], {"simulated": True})
+
+        # 2. 任务生成（混<EFBC88><E6B7B7><EFBFBD>冲突策略）
+        relation = snapshot["relation"]
+        wbi_map = snapshot["wbi"]
+        nci_map = snapshot["nci"]
+
+        ownership_pairs = [
+            (aid, mid, info)
+            for (aid, mid), info in relation.items()
+            if info["os_label"] in ("MAIN", "COMANAGE") and info["session_count"] > 0
+        ]
+
+        for aid, mid, info in ownership_pairs:
+            wbi = wbi_map.get(mid, Decimal(0))
+            nci = nci_map.get(mid, Decimal(0))
+            rs = info["rs"]
+
+            # 参数化任务判定（与日常 task_generator._process_pair 保持一致）
+            priority_score = max(wbi, nci)
+            if task_params:
+                ht = Decimal(str(task_params["high_threshold"]))
+                nt = Decimal(str(task_params["normal_threshold"]))
+                rs_min = Decimal(str(task_params["rs_min"]))
+                rs_max = Decimal(str(task_params["rs_max"]))
+            else:
+                ht, nt, rs_min, rs_max = Decimal(7), Decimal(5), Decimal(1), Decimal(6)
+
+            if priority_score > ht:
+                new_type = "high_priority_recall"
+            elif priority_score > nt:
+                new_type = "priority_recall"
+            elif rs > rs_min and rs < rs_max:
+                new_type = "relationship_building"
+            else:
+                new_type = None
+
+            if not new_type:
+                continue
+
+            key = (aid, mid)
+            existing = active_tasks.get(key)
+            priority = float(max(wbi, nci)) if new_type in ("high_priority_recall", "priority_recall") else float(rs)
+
+            if existing:
+                if existing["task_type"] == new_type:
+                    continue
+
+                if existing["task_type"] == "follow_up_visit":
+                    # follow_up_visit 保留宽限期 + 新建高优先任务
+                    with app_conn.cursor() as cur:
+                        if not existing.get("expires_at"):
+                            cur.execute(
+                                "UPDATE biz.coach_tasks SET expires_at = created_at + INTERVAL '72 hours', updated_at = %s WHERE id = %s",
+                                (day_dt, existing["id"]),
+                            )
+                            self._history(cur, existing["id"], "expires_at_filled", "active", "active",
+                                          "follow_up_visit", "follow_up_visit",
+                                          {"reason": "higher_priority_task_created", "simulated": True})
+                        cur.execute(
+                            """INSERT INTO biz.coach_tasks
+                                (site_id, assistant_id, member_id, task_type, status,
+                                 priority_score, parent_task_id, created_at, updated_at)
+                            VALUES (%s, %s, %s, %s, 'active', %s, %s, %s, %s)
+                            ON CONFLICT (site_id, assistant_id, member_id, task_type) WHERE (status = 'active')
+                            DO UPDATE SET priority_score = EXCLUDED.priority_score, updated_at = EXCLUDED.updated_at
+                            RETURNING id""",
+                            (site_id, aid, mid, new_type, priority, existing["id"], day_dt, day_dt),
+                        )
+                        new_id = cur.fetchone()[0]
+                        self._history(cur, new_id, "created", None, "active", "follow_up_visit", new_type, {"simulated": True})
+                    active_tasks[key] = {"id": new_id, "task_type": new_type, "created_at": day_dt, "expires_at": None, "priority": priority}
+                    stats["created"] += 1
+                else:
+                    # 非 follow_up：原地覆盖
+                    with app_conn.cursor() as cur:
+                        # 先关闭可能冲突的同 new_type active 记录（避免唯一约束冲突）
+                        cur.execute(
+                            """UPDATE biz.coach_tasks SET status = 'inactive', updated_at = %s
+                            WHERE site_id = %s AND assistant_id = %s AND member_id = %s
+                              AND task_type = %s AND status = 'active' AND id != %s""",
+                            (day_dt, site_id, aid, mid, new_type, existing["id"]),
+                        )
+                        cur.execute(
+                            "UPDATE biz.coach_tasks SET task_type = %s, priority_score = %s, updated_at = %s WHERE id = %s AND status = 'active'",
+                            (new_type, priority, day_dt, existing["id"]),
+                        )
+                        self._history(cur, existing["id"], "type_override", "active", "active",
+                                      existing["task_type"], new_type,
+                                      {"old_priority": existing.get("priority"), "simulated": True})
+                    existing["task_type"] = new_type
+                    existing["priority"] = priority
+                    stats["overridden"] += 1
+            else:
+                # 新建任务（upsert：若同类型 active 已存在则更新 priority）
+                with app_conn.cursor() as cur:
+                    cur.execute(
+                        """INSERT INTO biz.coach_tasks
+                            (site_id, assistant_id, member_id, task_type, status,
+                             priority_score, created_at, updated_at)
+                        VALUES (%s, %s, %s, %s, 'active', %s, %s, %s)
+                        ON CONFLICT (site_id, assistant_id, member_id, task_type) WHERE (status = 'active')
+                        DO UPDATE SET priority_score = EXCLUDED.priority_score, updated_at = EXCLUDED.updated_at
+                        RETURNING id""",
+                        (site_id, aid, mid, new_type, priority, day_dt, day_dt),
+                    )
+                    task_id = cur.fetchone()[0]
+                    self._history(cur, task_id, "created", None, "active", None, new_type, {"simulated": True})
+                active_tasks[key] = {"id": task_id, "task_type": new_type, "created_at": day_dt, "expires_at": None, "priority": priority}
+                stats["created"] += 1
+
+        # 3. 召回检测（优先使用预加载数据）
+        settlements = preloaded_settlements if preloaded_settlements is not None else self._load_settlements(etl_conn, site_id, d)
+        for (aid, mid), pay_time in settlements.items():
+            key = (aid, mid)
+            task = active_tasks.get(key)
+            with app_conn.cursor() as cur:
+                try:
+                    cur.execute(
+                        """INSERT INTO biz.recall_events
+                            (site_id, assistant_id, member_id, pay_time, task_id, task_type, created_at)
+                        VALUES (%s, %s, %s, %s, %s, %s, %s)
+                        ON CONFLICT (site_id, assistant_id, member_id,
+                            (date_trunc('day', pay_time AT TIME ZONE 'Asia/Shanghai')))
+                        DO NOTHING RETURNING id""",
+                        (site_id, aid, mid, pay_time, task["id"] if task else None, task["task_type"] if task else None, day_dt),
+                    )
+                    if cur.fetchone():
+                        stats["recall_events"] += 1
+                except Exception:
+                    pass
+
+            if not task or task["task_type"] not in ("high_priority_recall", "priority_recall") or pay_time <= task["created_at"]:
+                continue
+
+            with app_conn.cursor() as cur:
+                cur.execute(
+                    """UPDATE biz.coach_tasks SET status = 'completed', completed_at = %s,
+                        completed_task_type = %s, completion_type = 'auto', updated_at = %s
+                    WHERE id = %s AND status = 'active'""",
+                    (pay_time, task["task_type"], day_dt, task["id"]),
+                )
+                self._history(cur, task["id"], "completed", "active", "completed",
+                              task["task_type"], task["task_type"],
+                              {"service_time": str(pay_time), "simulated": True})
+            stats["completed"] += 1
+
+            expires_at = pay_time + timedelta(hours=FOLLOW_UP_HOURS)
+            with app_conn.cursor() as cur:
+                cur.execute(
+                    """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, %s, %s)
+                    ON CONFLICT (site_id, assistant_id, member_id, task_type) WHERE (status = 'active')
+                    DO UPDATE SET expires_at = EXCLUDED.expires_at, updated_at = EXCLUDED.updated_at
+                    RETURNING id""",
+                    (site_id, aid, mid, expires_at, day_dt, day_dt),
+                )
+                fu_id = cur.fetchone()[0]
+                self._history(cur, fu_id, "created", None, "active", None, "follow_up_visit",
+                              {"reason": "recall_completed", "simulated": True})
+            active_tasks[key] = {"id": fu_id, "task_type": "follow_up_visit", "created_at": day_dt, "expires_at": expires_at}
+            stats["follow_up_created"] += 1
+
+        # 3b. 门店级召回解除：客户到店后，未被服务的助教任务标记 resolved
+        member_visits = preloaded_visits if preloaded_visits is not None else self._load_member_visits(etl_conn, site_id, d)
+        resolved_keys = [
+            k for k, t in active_tasks.items()
+            if k[1] in member_visits
+            and t["task_type"] in ("high_priority_recall", "priority_recall")
+            and member_visits[k[1]] > t["created_at"]
+        ]
+        for key in resolved_keys:
+            task = active_tasks.pop(key)
+            pay_time = member_visits[key[1]]
+            with app_conn.cursor() as cur:
+                cur.execute(
+                    """UPDATE biz.coach_tasks SET status = 'resolved', updated_at = %s
+                    WHERE id = %s AND status = 'active'""",
+                    (day_dt, task["id"]),
+                )
+                self._history(cur, task["id"], "customer_returned", "active", "resolved",
+                              task["task_type"], task["task_type"],
+                              {"service_time": str(pay_time), "simulated": True})
+            stats["resolved"] += 1
+
+        app_conn.commit()
+
+    @staticmethod
+    def _history(cur, task_id, action, old_status, new_status, old_task_type, new_task_type, detail=None):
+        if task_id is None:
+            return
+        cur.execute(
+            """INSERT INTO biz.coach_task_history
+                (task_id, action, old_status, new_status, old_task_type, new_task_type, detail)
+            VALUES (%s, %s, %s, %s, %s, %s, %s)""",
+            (task_id, action, old_status, new_status, old_task_type, new_task_type,
+             json.dumps(detail) if detail else None),
+        )
+
+    def _clean_date_range(self, app_conn, tz, start_date: date, end_date: date):
+        """清理指定日期范围内的旧任务数据（保留范围外的）。"""
+        range_start = datetime(start_date.year, start_date.month, start_date.day, 0, 0, 0, tzinfo=tz)
+        range_end = datetime(end_date.year, end_date.month, end_date.day, 23, 59, 59, tzinfo=tz)
+        with app_conn.cursor() as cur:
+            cur.execute(
+                "DELETE FROM biz.coach_task_history WHERE task_id IN (SELECT id FROM biz.coach_tasks WHERE created_at >= %s AND created_at <= %s)",
+                (range_start, range_end),
+            )
+            h = cur.rowcount
+            cur.execute(
+                "DELETE FROM biz.recall_events WHERE created_at >= %s AND created_at <= %s",
+                (range_start, range_end),
+            )
+            e = cur.rowcount
+            cur.execute(
+                "DELETE FROM biz.coach_tasks WHERE created_at >= %s AND created_at <= %s",
+                (range_start, range_end),
+            )
+            t = cur.rowcount
+        app_conn.commit()
+        if t > 0 or e > 0:
+            self.logger.info("DWS_TASK_ENGINE [推演]: 清理 %s~%s 旧数据: %d history, %d events, %d tasks", start_date, end_date, h, e, t)
+
+    def _load_existing_active_tasks(self, app_conn, site_id: int, before_date: date = None) -> dict:
+        """加载数据库中已有的 active 任务到内存字典。
+
+        before_date: 只加载 created_at < before_date 的任务，避免加载推演范围之后的"未来"任务。
+        """
+        active_tasks = {}
+        tz = ZoneInfo(self.config.get("app.timezone", "Asia/Shanghai"))
+        with app_conn.cursor() as cur:
+            if before_date:
+                cutoff = datetime(before_date.year, before_date.month, before_date.day, 0, 0, 0, tzinfo=tz)
+                cur.execute(
+                    """SELECT id, assistant_id, member_id, task_type, created_at, expires_at, priority_score
+                    FROM biz.coach_tasks
+                    WHERE site_id = %s AND status = 'active' AND created_at < %s""",
+                    (site_id, cutoff),
+                )
+            else:
+                cur.execute(
+                    """SELECT id, assistant_id, member_id, task_type, created_at, expires_at, priority_score
+                    FROM biz.coach_tasks
+                    WHERE site_id = %s AND status = 'active'""",
+                    (site_id,),
+                )
+            for row in cur.fetchall():
+                key = (row[1], row[2])
+                active_tasks[key] = {
+                    "id": row[0], "task_type": row[3],
+                    "created_at": row[4], "expires_at": row[5],
+                    "priority": float(row[6]) if row[6] else 0,
+                }
+        app_conn.commit()
+        return active_tasks

apps/etl/connectors/feiqiu/tasks/utility/index_backfill_task.py

@@ -0,0 +1,151 @@
+# -*- coding: utf-8 -*-
+"""
+指数日快照回填任务（DWS_INDEX_BACKFILL）
+
+逐天调用 RelationIndexTask / WinbackIndexTask / NewconvIndexTask，
+为 3 张指数表生成历史日快照。
+
+CHANGE 2026-04-12 | 性能优化：
+- 任务实例复用（创建 1 次，循环 N 天复用）
+- 减少 765 次 Task 初始化和参数表查询
+
+CLI 用法：
+    python -m cli.main --tasks DWS_INDEX_BACKFILL \\
+        --window-start 2025-08-01 --window-end 2026-04-11
+
+admin-web：在 ETL 任务配置页面选择 DWS_INDEX_BACKFILL，设置时间窗口。
+"""
+from __future__ import annotations
+
+import time
+from datetime import date, datetime, timedelta
+from typing import Any, Dict, Optional
+
+from ..base_task import BaseTask, TaskContext
+from ..dws.index.relation_index_task import RelationIndexTask
+from ..dws.index.winback_index_task import WinbackIndexTask
+from ..dws.index.newconv_index_task import NewconvIndexTask
+
+
+class IndexBackfillTask(BaseTask):
+    """指数日快照回填工具任务。"""
+
+    def get_task_code(self) -> str:
+        return "DWS_INDEX_BACKFILL"
+
+    def execute(self, context: Optional[TaskContext] = None) -> Dict[str, Any]:
+        """主流程：解析日期范围，逐天执行 3 个指数任务。"""
+        start_date, end_date = self._parse_date_range(context)
+        store_id = self._resolve_store_id(context)
+
+        total_days = (end_date - start_date).days + 1
+        self.logger.info(
+            "DWS_INDEX_BACKFILL: %s ~ %s (%d天), store_id=%s",
+            start_date, end_date, total_days, store_id,
+        )
+
+        # 创建 1 次实例，循环复用（避免 765 次 __init__ + 参数查询）
+        task_instances = [
+            RelationIndexTask(self.config, self.db, self.api, self.logger),
+            WinbackIndexTask(self.config, self.db, self.api, self.logger),
+            NewconvIndexTask(self.config, self.db, self.api, self.logger),
+        ]
+        task_names = ["RS", "WBI", "NCI"]
+        completed = 0
+        errors = 0
+        t0 = time.time()
+
+        current = start_date
+        while current <= end_date:
+            ctx = self._build_day_context(current, store_id)
+            day_num = (current - start_date).days + 1
+            day_t0 = time.time()
+
+            for i, task in enumerate(task_instances):
+                try:
+                    task.execute(ctx)
+                    completed += 1
+                except Exception:
+                    self.logger.exception(
+                        "DWS_INDEX_BACKFILL: %s %s 失败",
+                        task.__class__.__name__, current,
+                    )
+                    errors += 1
+                self.logger.info(
+                    "DWS_INDEX_BACKFILL: %s [%d/%d] %s (%d/3)",
+                    current, day_num, total_days, task_names[i], i + 1,
+                )
+
+            elapsed = time.time() - day_t0
+            total_elapsed_so_far = time.time() - t0
+            avg_per_day = total_elapsed_so_far / day_num
+            eta = avg_per_day * (total_days - day_num)
+            self.logger.info(
+                "DWS_INDEX_BACKFILL: %s [%d/%d %.0f%%] %.1fs/天 ETA %.0fs",
+                current, day_num, total_days, day_num / total_days * 100,
+                elapsed, eta,
+            )
+
+            current += timedelta(days=1)
+
+        total_elapsed = time.time() - t0
+        self.logger.info(
+            "DWS_INDEX_BACKFILL 完成: %d/%d 成功, %d 失败, %.0fs",
+            completed, total_days * 3, errors, total_elapsed,
+        )
+
+        return {
+            "status": "SUCCESS" if errors == 0 else "PARTIAL",
+            "counts": {
+                "days": total_days,
+                "completed": completed,
+                "errors": errors,
+                "elapsed_sec": round(total_elapsed, 1),
+            },
+        }
+
+    def _parse_date_range(self, context: Optional[TaskContext]) -> tuple[date, date]:
+        """从 config 或 context 解析日期范围。"""
+        wo = self.config.get("run.window_override") or {}
+        start_str = wo.get("start")
+        end_str = wo.get("end")
+
+        if start_str and end_str:
+            return self._parse_date(start_str), self._parse_date(end_str)
+
+        if context and context.window_start and context.window_end:
+            return context.window_start.date(), context.window_end.date()
+
+        raise ValueError(
+            "DWS_INDEX_BACKFILL 需要指定日期范围。"
+            "CLI: --window-start 2025-08-01 --window-end 2026-04-11"
+        )
+
+    @staticmethod
+    def _parse_date(s) -> date:
+        if isinstance(s, date) and not isinstance(s, datetime):
+            return s
+        if isinstance(s, datetime):
+            return s.date()
+        return date.fromisoformat(str(s).strip()[:10])
+
+    def _resolve_store_id(self, context: Optional[TaskContext]) -> int:
+        if context and getattr(context, "store_id", None):
+            return int(context.store_id)
+        sid = self.config.get("app.store_id")
+        if sid:
+            return int(sid)
+        raise ValueError("DWS_INDEX_BACKFILL 需要 store_id")
+
+    def _build_day_context(self, d: date, store_id: int) -> TaskContext:
+        from zoneinfo import ZoneInfo
+        tz = ZoneInfo(self.config.get("app.timezone", "Asia/Shanghai"))
+        as_of = datetime(d.year, d.month, d.day, 23, 59, 0, tzinfo=tz)
+        window_start = as_of - timedelta(days=90)
+        return TaskContext(
+            store_id=store_id,
+            window_start=window_start,
+            window_end=as_of,
+            window_minutes=int((as_of - window_start).total_seconds() / 60),
+            as_of_date=as_of,
+        )

apps/etl/connectors/feiqiu/tasks/utility/task_simulation_task.py

@@ -0,0 +1,473 @@
+# -*- coding: utf-8 -*-
+"""
+历史任务推演任务（DWS_TASK_SIMULATION）
+
+基于指数日快照，逐天重放 task_generator + recall_detector 逻辑，
+还原完整的任务生命周期。
+
+CLI 用法：
+    python -m cli.main --tasks DWS_TASK_SIMULATION \\
+        --window-start 2025-08-01 --window-end 2026-03-28
+
+admin-web：在 ETL 任务配置页面选择 DWS_TASK_SIMULATION，设置时间窗口。
+"""
+from __future__ import annotations
+
+import json
+import logging
+import os
+import sys
+import time
+from datetime import date, datetime, timedelta
+from decimal import Decimal
+from pathlib import Path
+from typing import Any, Dict, Optional
+from zoneinfo import ZoneInfo
+
+import psycopg2
+
+from ..base_task import BaseTask, TaskContext
+
+# 导入 task_generator 纯函数（后端代码）
+_BACKEND = Path(__file__).resolve().parents[5] / "backend"
+if str(_BACKEND) not in sys.path:
+    sys.path.insert(0, str(_BACKEND))
+
+from app.services.task_generator import (
+    IndexData,
+    determine_task_type,
+    should_replace_task,
+)
+
+logger = logging.getLogger(__name__)
+
+# 推演截止日期（现有 active 任务从 03-29 开始）
+CUTOFF_DATE = date(2026, 3, 28)
+FOLLOW_UP_HOURS = 48
+
+
+class TaskSimulationTask(BaseTask):
+    """历史任务推演工具任务。"""
+
+    def get_task_code(self) -> str:
+        return "DWS_TASK_SIMULATION"
+
+    def execute(self, context: Optional[TaskContext] = None) -> Dict[str, Any]:
+        """主流程：解析日期范围，逐天推演。"""
+        start_date, end_date = self._parse_date_range(context)
+
+        if end_date > CUTOFF_DATE:
+            self.logger.warning(
+                "end_date %s 超过截止日期 %s，自动截断", end_date, CUTOFF_DATE
+            )
+            end_date = CUTOFF_DATE
+
+        tz = ZoneInfo(self.config.get("app.timezone", "Asia/Shanghai"))
+
+        # ETL 库连接复用 self.db.conn
+        etl_conn = self.db.conn
+
+        # 业务库需要独立连接
+        app_dsn = os.environ.get("APP_DB_DSN")
+        if not app_dsn:
+            raise ValueError("DWS_TASK_SIMULATION 需要 APP_DB_DSN 环境变量")
+        app_conn = psycopg2.connect(app_dsn)
+        app_conn.set_client_encoding("UTF8")
+
+        site_id = self._get_site_id(etl_conn)
+        total_days = (end_date - start_date).days + 1
+
+        self.logger.info(
+            "DWS_TASK_SIMULATION: %s ~ %s (%d天), site_id=%s",
+            start_date, end_date, total_days, site_id,
+        )
+
+        # 清理截止日期前的旧数据（模拟数据可安全清理）
+        self._clean_before_cutoff(app_conn, CUTOFF_DATE)
+
+        active_tasks: dict[tuple[int, int], dict] = {}
+        stats = {
+            "created": 0, "completed": 0, "overridden": 0,
+            "expired": 0, "follow_up_created": 0,
+            "recall_events": 0, "skipped_no_snapshot": 0,
+        }
+
+        t0 = time.time()
+        current = start_date
+        while current <= end_date:
+            snapshot = self._load_snapshot(etl_conn, site_id, current)
+            if not snapshot["relation"] and not snapshot["wbi"] and not snapshot["nci"]:
+                stats["skipped_no_snapshot"] += 1
+                current += timedelta(days=1)
+                continue
+
+            self._simulate_day(
+                app_conn, etl_conn, site_id, current, tz,
+                snapshot, active_tasks, stats,
+            )
+
+            day_num = (current - start_date).days + 1
+            if day_num % 30 == 0 or current == end_date:
+                elapsed = time.time() - t0
+                self.logger.info(
+                    "DWS_TASK_SIMULATION: %s (%d/%d) 创建=%d 完成=%d 覆盖=%d 过期=%d %.0fs",
+                    current, day_num, total_days,
+                    stats["created"], stats["completed"],
+                    stats["overridden"], stats["expired"], elapsed,
+                )
+
+            current += timedelta(days=1)
+
+        total_elapsed = time.time() - t0
+        self.logger.info(
+            "DWS_TASK_SIMULATION 完成: %.0fs, 创建=%d 完成=%d 覆盖=%d 过期=%d 回访=%d 事件=%d 跳过=%d active=%d",
+            total_elapsed, stats["created"], stats["completed"],
+            stats["overridden"], stats["expired"],
+            stats["follow_up_created"], stats["recall_events"],
+            stats["skipped_no_snapshot"], len(active_tasks),
+        )
+
+        app_conn.close()
+
+        return {
+            "status": "SUCCESS",
+            "counts": stats,
+        }
+
+    # ── 日期解析 ──
+
+    def _parse_date_range(self, context: Optional[TaskContext]) -> tuple[date, date]:
+        wo = self.config.get("run.window_override") or {}
+        start_str = wo.get("start")
+        end_str = wo.get("end")
+        if start_str and end_str:
+            return self._parse_date(start_str), self._parse_date(end_str)
+        if context and context.window_start and context.window_end:
+            return context.window_start.date(), context.window_end.date()
+        raise ValueError(
+            "DWS_TASK_SIMULATION 需要指定日期范围。"
+            "CLI: --window-start 2025-08-01 --window-end 2026-03-28"
+        )
+
+    @staticmethod
+    def _parse_date(s) -> date:
+        if isinstance(s, date) and not isinstance(s, datetime):
+            return s
+        if isinstance(s, datetime):
+            return s.date()
+        return date.fromisoformat(str(s).strip()[:10])
+
+    def _get_site_id(self, etl_conn) -> int:
+        with etl_conn.cursor() as cur:
+            cur.execute(
+                "SELECT DISTINCT site_id FROM dws.dws_member_assistant_relation_index LIMIT 1"
+            )
+            row = cur.fetchone()
+        etl_conn.commit()
+        if not row:
+            raise RuntimeError("relation_index 表为空，请先运行 DWS_INDEX_BACKFILL")
+        return row[0]
+
+    # ── 数据加载 ──
+
+    def _load_snapshot(self, etl_conn, site_id: int, stat_date: date) -> dict:
+        result = {"relation": {}, "wbi": {}, "nci": {}}
+        with etl_conn.cursor() as cur:
+            cur.execute(
+                """SELECT assistant_id, member_id, rs_display, os_label, session_count
+                FROM dws.dws_member_assistant_relation_index
+                WHERE site_id = %s AND stat_date = %s""",
+                (site_id, stat_date),
+            )
+            for r in cur.fetchall():
+                result["relation"][(r[0], r[1])] = {
+                    "rs": Decimal(str(r[2])), "os_label": r[3], "session_count": r[4],
+                }
+            cur.execute(
+                """SELECT member_id, display_score FROM dws.dws_member_winback_index
+                WHERE site_id = %s AND stat_date = %s""",
+                (site_id, stat_date),
+            )
+            for r in cur.fetchall():
+                result["wbi"][r[0]] = Decimal(str(r[1])) if r[1] else Decimal(0)
+            cur.execute(
+                """SELECT member_id, display_score FROM dws.dws_member_newconv_index
+                WHERE site_id = %s AND stat_date = %s""",
+                (site_id, stat_date),
+            )
+            for r in cur.fetchall():
+                result["nci"][r[0]] = Decimal(str(r[1])) if r[1] else Decimal(0)
+        etl_conn.commit()
+        return result
+
+    def _load_settlements(self, etl_conn, site_id: int, d: date) -> dict:
+        """加载当天结算 → {(assistant_id, member_id): pay_time}"""
+        tz = ZoneInfo(self.config.get("app.timezone", "Asia/Shanghai"))
+        day_start = datetime(d.year, d.month, d.day, 0, 0, 0, tzinfo=tz)
+        day_end = day_start + timedelta(days=1)
+        settlements = {}
+        with etl_conn.cursor() as cur:
+            cur.execute(
+                """SELECT sl.site_assistant_id, sh.member_id, MAX(sh.pay_time)
+                FROM dwd.dwd_settlement_head sh
+                JOIN dwd.dwd_assistant_service_log sl
+                  ON sl.order_settle_id = sh.order_settle_id AND sl.is_delete = 0
+                WHERE sh.site_id = %s AND sh.settle_type IN (1,3)
+                  AND sh.pay_time >= %s AND sh.pay_time < %s
+                GROUP BY sl.site_assistant_id, sh.member_id""",
+                (site_id, day_start, day_end),
+            )
+            for r in cur.fetchall():
+                if r[0] and r[1]:
+                    settlements[(r[0], r[1])] = r[2]
+        etl_conn.commit()
+        return settlements
+
+    # ── 模拟逻辑 ──
+
+    def _simulate_day(
+        self, app_conn, etl_conn, site_id, d, tz,
+        snapshot, active_tasks, stats,
+    ):
+        day_dt = datetime(d.year, d.month, d.day, 7, 0, 0, tzinfo=tz)
+
+        # 1. 过期检测
+        expired_keys = [
+            k for k, t in active_tasks.items()
+            if t.get("expires_at") and t["expires_at"] < day_dt
+        ]
+        for key in expired_keys:
+            task = active_tasks.pop(key)
+            stats["expired"] += 1
+            with app_conn.cursor() as cur:
+                cur.execute(
+                    "UPDATE biz.coach_tasks SET status = 'expired', updated_at = %s WHERE id = %s",
+                    (day_dt, task["id"]),
+                )
+                self._history(cur, task["id"], "expired", "active", "expired",
+                              task["task_type"], task["task_type"],
+                              {"simulated": True})
+
+        # 2. 任务生成（冲突覆盖）
+        relation = snapshot["relation"]
+        wbi_map = snapshot["wbi"]
+        nci_map = snapshot["nci"]
+
+        ownership_pairs = [
+            (aid, mid, info)
+            for (aid, mid), info in relation.items()
+            if info["os_label"] in ("MAIN", "COMANAGE") and info["session_count"] > 0
+        ]
+
+        for aid, mid, info in ownership_pairs:
+            wbi = wbi_map.get(mid, Decimal(0))
+            nci = nci_map.get(mid, Decimal(0))
+            rs = info["rs"]
+
+            new_type = determine_task_type(IndexData(
+                site_id=site_id, assistant_id=aid, member_id=mid,
+                wbi=wbi, nci=nci, rs=rs,
+                has_active_recall=False, has_follow_up_note=False,
+            ))
+            if not new_type:
+                continue
+
+            key = (aid, mid)
+            existing = active_tasks.get(key)
+            priority = float(max(wbi, nci)) if new_type in (
+                "high_priority_recall", "priority_recall"
+            ) else float(rs)
+
+            if existing:
+                if existing["task_type"] == new_type:
+                    continue  # 同类型跳过
+
+                if existing["task_type"] == "follow_up_visit":
+                    # follow_up_visit 保留宽限期，填 expires_at，新建高优先任务
+                    with app_conn.cursor() as cur:
+                        if not existing.get("expires_at"):
+                            cur.execute(
+                                """UPDATE biz.coach_tasks
+                                SET expires_at = created_at + INTERVAL '48 hours', updated_at = %s
+                                WHERE id = %s""",
+                                (day_dt, existing["id"]),
+                            )
+                            self._history(cur, existing["id"], "expires_at_filled",
+                                          "active", "active",
+                                          "follow_up_visit", "follow_up_visit",
+                                          {"reason": "higher_priority_task_created", "simulated": True})
+                        # 新建高优先任务
+                        cur.execute(
+                            """INSERT INTO biz.coach_tasks
+                                (site_id, assistant_id, member_id, task_type, status,
+                                 priority_score, parent_task_id, created_at, updated_at)
+                            VALUES (%s, %s, %s, %s, 'active', %s, %s, %s, %s)
+                            RETURNING id""",
+                            (site_id, aid, mid, new_type, priority,
+                             existing["id"], day_dt, day_dt),
+                        )
+                        new_id = cur.fetchone()[0]
+                        self._history(cur, new_id, "created", None, "active",
+                                      "follow_up_visit", new_type, {"simulated": True})
+
+                    active_tasks[key] = {
+                        "id": new_id, "task_type": new_type,
+                        "created_at": day_dt, "expires_at": None,
+                        "priority": priority,
+                    }
+                    stats["created"] += 1
+                else:
+                    # 非 follow_up：原地覆盖
+                    with app_conn.cursor() as cur:
+                        cur.execute(
+                            """UPDATE biz.coach_tasks
+                            SET task_type = %s, priority_score = %s, updated_at = %s
+                            WHERE id = %s AND status = 'active'""",
+                            (new_type, priority, day_dt, existing["id"]),
+                        )
+                        self._history(cur, existing["id"], "type_override", "active", "active",
+                                      existing["task_type"], new_type,
+                                      {"old_priority": existing.get("priority"), "simulated": True})
+
+                    existing["task_type"] = new_type
+                    existing["priority"] = priority
+                    stats["overridden"] += 1
+            else:
+                # 新建任务
+                with app_conn.cursor() as cur:
+                    cur.execute(
+                        """INSERT INTO biz.coach_tasks
+                            (site_id, assistant_id, member_id, task_type, status,
+                             priority_score, created_at, updated_at)
+                        VALUES (%s, %s, %s, %s, 'active', %s, %s, %s)
+                        RETURNING id""",
+                        (site_id, aid, mid, new_type, priority, day_dt, day_dt),
+                    )
+                    task_id = cur.fetchone()[0]
+                    self._history(cur, task_id, "created", None, "active",
+                                  None, new_type, {"simulated": True})
+
+                active_tasks[key] = {
+                    "id": task_id, "task_type": new_type,
+                    "created_at": day_dt, "expires_at": None,
+                    "priority": priority,
+                }
+                stats["created"] += 1
+
+        # 3. 召回检测
+        settlements = self._load_settlements(etl_conn, site_id, d)
+
+        for (aid, mid), pay_time in settlements.items():
+            key = (aid, mid)
+            task = active_tasks.get(key)
+
+            # 写 recall_event
+            with app_conn.cursor() as cur:
+                try:
+                    cur.execute(
+                        """INSERT INTO biz.recall_events
+                            (site_id, assistant_id, member_id, pay_time,
+                             task_id, task_type, created_at)
+                        VALUES (%s, %s, %s, %s, %s, %s, %s)
+                        ON CONFLICT (site_id, assistant_id, member_id,
+                            (date_trunc('day', pay_time AT TIME ZONE 'Asia/Shanghai')))
+                        DO NOTHING RETURNING id""",
+                        (site_id, aid, mid, pay_time,
+                         task["id"] if task else None,
+                         task["task_type"] if task else None,
+                         day_dt),
+                    )
+                    if cur.fetchone():
+                        stats["recall_events"] += 1
+                except Exception:
+                    pass
+
+            if not task:
+                continue
+            if task["task_type"] not in ("high_priority_recall", "priority_recall"):
+                continue
+            if pay_time <= task["created_at"]:
+                continue
+
+            # 完成召回
+            with app_conn.cursor() as cur:
+                cur.execute(
+                    """UPDATE biz.coach_tasks
+                    SET status = 'completed', completed_at = %s,
+                        completed_task_type = %s, completion_type = 'auto', updated_at = %s
+                    WHERE id = %s AND status = 'active'""",
+                    (pay_time, task["task_type"], day_dt, task["id"]),
+                )
+                self._history(cur, task["id"], "completed", "active", "completed",
+                              task["task_type"], task["task_type"],
+                              {"service_time": str(pay_time), "simulated": True})
+            stats["completed"] += 1
+
+            # 生成回访
+            expires_at = pay_time + timedelta(hours=FOLLOW_UP_HOURS)
+            with app_conn.cursor() as cur:
+                cur.execute(
+                    """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, %s, %s)
+                    RETURNING id""",
+                    (site_id, aid, mid, expires_at, day_dt, day_dt),
+                )
+                fu_id = cur.fetchone()[0]
+                self._history(cur, fu_id, "created", None, "active",
+                              None, "follow_up_visit",
+                              {"reason": "recall_completed", "simulated": True})
+
+            active_tasks[key] = {
+                "id": fu_id, "task_type": "follow_up_visit",
+                "created_at": day_dt, "expires_at": expires_at,
+            }
+            stats["follow_up_created"] += 1
+
+        app_conn.commit()
+
+    # ── 辅助 ──
+
+    @staticmethod
+    def _history(cur, task_id, action, old_status, new_status,
+                 old_task_type, new_task_type, detail=None):
+        if task_id is None:
+            return
+        cur.execute(
+            """INSERT INTO biz.coach_task_history
+                (task_id, action, old_status, new_status,
+                 old_task_type, new_task_type, detail)
+            VALUES (%s, %s, %s, %s, %s, %s, %s)""",
+            (task_id, action, old_status, new_status,
+             old_task_type, new_task_type,
+             json.dumps(detail) if detail else None),
+        )
+
+    def _clean_before_cutoff(self, app_conn, cutoff: date):
+        """清理截止日期前的数据（安全：只删模拟产生的历史数据）。"""
+        tz = ZoneInfo(self.config.get("app.timezone", "Asia/Shanghai"))
+        cutoff_dt = datetime(cutoff.year, cutoff.month, cutoff.day, 23, 59, 59, tzinfo=tz)
+        with app_conn.cursor() as cur:
+            cur.execute(
+                """DELETE FROM biz.coach_task_history
+                WHERE task_id IN (SELECT id FROM biz.coach_tasks WHERE created_at < %s)""",
+                (cutoff_dt,),
+            )
+            h = cur.rowcount
+            cur.execute(
+                "DELETE FROM biz.recall_events WHERE created_at < %s",
+                (cutoff_dt,),
+            )
+            e = cur.rowcount
+            cur.execute(
+                "DELETE FROM biz.coach_tasks WHERE created_at < %s",
+                (cutoff_dt,),
+            )
+            t = cur.rowcount
+        app_conn.commit()
+        if t > 0:
+            self.logger.info(
+                "DWS_TASK_SIMULATION: 清理旧数据 %d history, %d events, %d tasks",
+                h, e, t,
+            )

apps/miniprogram/README.md

@@ -89,6 +89,7 @@ apps/miniprogram/
 | `pages/customer-detail/customer-detail` | 客户详情页（完整档案 + AI 洞察 + 维客线索） | |
 | `pages/customer-service-records/customer-service-records` | 客户服务记录页（按日期分组的消费记录） | |
 | `pages/coach-detail/coach-detail` | 助教详情页（业绩数据 + 客户列表） | |
+| `pages/coach-service-records/coach-service-records` | 助教业绩明细页（管理者视角，查看指定助教的业绩明细） | |
 | `pages/chat/chat` | AI 对话页（SSE 流式输出，按上下文进入对话） | |
 | `pages/chat-history/chat-history` | 对话历史列表页 | |
 | `pages/dev-tools/dev-tools` | 开发调试面板（仅 develop 环境，通过 dev-fab 浮动按钮进入） | |
@@ -118,6 +119,50 @@ apps/miniprogram/
 | service-record-card | `components/service-record-card/` | 服务记录单项卡片 |
 | star-rating | `components/star-rating/` | 星级评分组件 |
 
+## 业绩明细双视角
+
+业绩明细存在两个严格隔离的页面，职责互不交叉：
+
+- `performance-records`（助教自查）
+  - 视角：当前登录用户（无需 coachId）
+  - 权限：无需额外守卫
+  - 点击单条记录：跳 `task-detail?taskId=xxx`（关注任务）
+- `coach-service-records`（管理者查看）
+  - 视角：指定助教，coachId 必传（来自 URL query）
+  - 权限：`view_board_coach`
+  - 点击单条记录：跳 `customer-detail?memberId=xxx`（关注客户）
+
+coach-service-records 页面约定：
+
+- 入口：`coach-detail` 页面的"查看更多"按钮
+- `onShow` 必须通过 `checkPageAccess('view_board_coach')` 守卫
+- 数据源：
+  - Banner：`fetchCoachBanner(coachId)` 轻量接口
+  - 记录：`fetchPerformanceRecords({ year, month, coachId, page, pageSize })`
+- 源码：`miniprogram/pages/coach-service-records/*`
+
+## 共享工具
+
+业绩进度条动画参数与计算逻辑的单一源头：`miniprogram/utils/perf-progress.ts`。被 `task-list.ts` 与 `coach-detail.ts` 共同使用，避免双份漂移。
+
+导出清单：
+
+- 常量：`SHINE_SPEED`、`SPARK_DELAY_MS`、`SPARK_DUR_MS`、`NEXT_LOOP_DELAY_MS`、`SHINE_WIDTH_RPX`
+- 类型：`TickItem` 接口
+- 函数：`calcShineDur`、`buildTicks`、`buildProgressBarData`
+
+新建同类动画参数或档位刻度逻辑时，统一落在此文件，禁止在页面脚本内就地写常量。
+
+## 数据规范
+
+### 散客标记（isScattered）
+
+后端判定规则：`member_id <= 0` 时在响应字段上标记 `isScattered = true`，标识该条记录为散客（无会员档案）。
+
+涉及页面：`coach-detail`、`performance-records`、`coach-service-records`、`customer-detail`。
+
+前端渲染约定：为承载散客信息的节点追加 CSS 类 `--scattered`，以置灰方式区分于实名会员；散客条目不提供跳转到 `customer-detail` 的入口。
+
 ## 后端 API 集成
 
 ### API 地址配置
@@ -210,6 +255,11 @@ POST /api/xcx-auth/login  →  重新登录获取完整令牌（含 site_id + ro
 | `/api/xcx/chat/messages` | GET | 通过上下文查消息 |
 | `/api/xcx/chat/stream` | POST | SSE 流式对话 |
 
+### services/api.ts 近期新增
+
+- `fetchCoachBanner(coachId: number)` — 轻量助教 banner 数据，供 `coach-service-records` 顶部卡片复用
+- `fetchPerformanceRecords({ year, month, page, pageSize, coachId? })` — 新增可选 `coachId` 参数；不传为助教自查视角（后端以当前登录用户过滤），传入则为管理者查看视角（后端按权限码 `view_board_coach` 分流校验）
+
 > 完整接口契约见 [`docs/miniprogram-dev/API-contract.md`](../../docs/miniprogram-dev/API-contract.md)
 > 后端 API 参考见 [`apps/backend/docs/API-REFERENCE.md`](../backend/docs/API-REFERENCE.md)
 

apps/miniprogram/miniprogram/app.json

@@ -17,6 +17,7 @@
     "pages/customer-service-records/customer-service-records",
     "pages/customer-records/customer-records",
     "pages/coach-detail/coach-detail",
+    "pages/coach-service-records/coach-service-records",
     "pages/chat/chat",
     "pages/chat-history/chat-history",
     "pages/dev-tools/dev-tools"

apps/miniprogram/miniprogram/components/perf-progress-bar/perf-progress-bar.wxss

@@ -255,6 +255,6 @@
   font-weight: 600;
 }
 .ppb-tick--highlight {
-  color: rgba(255, 255, 255, 0.85);
+  color: var(--ppb-tick-highlight-color, rgba(255, 255, 255, 0.85));
   font-weight: 500;
 }

apps/miniprogram/miniprogram/pages/board-coach/board-coach.ts

@@ -270,8 +270,8 @@ Page({
         svAmountLabel: formatMoney(c.svAmount ?? 0),
         svCustomerCountLabel: formatCount(c.svCustomerCount ?? 0, '人'),
         svConsumeLabel: formatMoney(c.svConsume ?? 0),
-        taskRecallLabel: formatCount(c.taskRecall ?? 0, '次'),
-        taskCallbackLabel: formatCount(c.taskCallback ?? 0, '次'),
+        taskRecallLabel: `${c.taskRecall ?? 0}次`,
+        taskCallbackLabel: `${c.taskCallback ?? 0}次`,
       }))
 
       // 追加时按 id 去重，避免 wx:key 重复警告

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

@@ -11,12 +11,45 @@
 
 import { checkPageAccess, getVisibleBoardTabs } from '../../utils/auth-guard'
 import { getRandomAiColor } from '../../utils/ai-color'
-import { fetchBoardFinance } from '../../services/api'
+import { fetchBoardFinance, fetchAICache } from '../../services/api'
 
 function isCurrentMonthFilter(selectedTime: string): boolean {
   return selectedTime === 'month' && new Date().getDate() <= 5
 }
 
+// 2026-04-22 小程序轻量 Markdown 内联解析：支持 **加粗** / *倾斜* / _倾斜_ / ***加粗倾斜***
+//   - 不支持块级（标题、列表、代码块），AI 洞察文案为单段纯文本，足够覆盖
+//   - 输出片段数组，供 WXML 通过 <text> 循环渲染不同样式
+interface MarkdownSeg {
+  text: string
+  bold?: boolean
+  italic?: boolean
+}
+
+function parseMarkdownInline(text: string): MarkdownSeg[] {
+  if (!text) return []
+  const segs: MarkdownSeg[] = []
+  // 先匹配 ***x***（加粗倾斜）、再匹配 **x**（加粗）、再匹配 *x* / _x_（倾斜）、__x__（加粗）
+  const re = /\*\*\*([^*]+)\*\*\*|\*\*([^*]+)\*\*|__([^_]+)__|\*([^*\s][^*]*)\*|_([^_\s][^_]*)_/g
+  let last = 0
+  let m: RegExpExecArray | null
+  while ((m = re.exec(text)) !== null) {
+    if (m.index > last) {
+      segs.push({ text: text.slice(last, m.index) })
+    }
+    if (m[1] !== undefined) segs.push({ text: m[1], bold: true, italic: true })
+    else if (m[2] !== undefined) segs.push({ text: m[2], bold: true })
+    else if (m[3] !== undefined) segs.push({ text: m[3], bold: true })
+    else if (m[4] !== undefined) segs.push({ text: m[4], italic: true })
+    else if (m[5] !== undefined) segs.push({ text: m[5], italic: true })
+    last = m.index + m[0].length
+  }
+  if (last < text.length) {
+    segs.push({ text: text.slice(last) })
+  }
+  return segs.length ? segs : [{ text }]
+}
+
 interface TocItem {
   emoji: string
   title: string
@@ -73,7 +106,17 @@ Page({
 
     compareEnabled: false,
     isCurrentMonth: true,
-    aiInsights: [] as Array<{ icon: string; text: string }>,
+    // 2026-04-22 改版：拆成 title/body 两段，title 在 wxml 渲染为 ai-insight-dim（灰色标题），body 为正文
+    aiInsights: [] as Array<{ title: string; body: string }>,
+    // 2026-04-22 seq11/12 置顶：从 aiInsights 派生，供"本期总结"卡片渲染
+    aiInsightSummary: {
+      evaluation: null as null | { title: string; body: string },
+      tracking: null as null | { title: string; body: string },
+    },
+    aiInsightDetails: [] as Array<{ title: string; body: string }>,
+    summaryLightType: '' as '' | 'green' | 'yellow' | 'red',
+    summaryLightLabel: '',
+    aiInsightsModalVisible: false,   // 查看全部弹窗可见性
 
     tocVisible: false,
     tocItems: [
@@ -453,8 +496,16 @@ Page({
         },
       })
 
-      const aiInsights = (data.aiInsights || []) as Array<{ icon: string; text: string }>
-      this.setData({ aiInsights, pageState: 'normal' })
+      // 后端不返回 aiInsights，仅在有值时覆盖（避免重载时清空旧缓存洞察）
+      const dataToSet: Record<string, any> = { pageState: 'normal' }
+      if (Array.isArray(data.aiInsights) && data.aiInsights.length > 0) {
+        dataToSet.aiInsights = data.aiInsights
+      }
+      this.setData(dataToSet)
+
+      // Phase 2.5：独立加载 AI 财务洞察缓存（不阻塞主流程）
+      // 2026-04-21：缓存按 time__area 粒度预热（cron 每日 10:00 × 72 组合），按当前筛选读缓存
+      this._loadAIInsights(this.data.selectedTime, this.data.selectedArea).catch(() => {})
 
     } catch (err) {
       console.error('[board-finance] 数据加载失败', err)
@@ -465,6 +516,124 @@ Page({
     }
   },
 
+  async _loadAIInsights(selectedTime: string, selectedArea: string) {
+    // 2026-04-21：缓存粒度 time__area；后端 dispatcher._app2_target_id 同款拼装规则
+    // 2026-04-23：按 area 切 cache_type（全域 app2_finance / 区域 app2a_finance_area）
+    const TIME_MAP: Record<string, string> = {
+      month: 'this_month', lastMonth: 'last_month',
+      week: 'this_week', lastWeek: 'last_week',
+      quarter: 'this_quarter', lastQuarter: 'last_quarter',
+      quarter3: 'last_3_months', half6: 'last_6_months',
+    }
+    const timeKey = TIME_MAP[selectedTime]
+    if (!timeKey) return
+    const areaKey = selectedArea || 'all'
+    const targetId = `${timeKey}__${areaKey}`
+    const cacheType = areaKey === 'all' ? 'app2_finance' : 'app2a_finance_area'
+    // 切换筛选前先清空当前展示的洞察，避免 cache miss 时仍显示上个区域的陈旧数据
+    this.setData({
+      aiInsights: [],
+      aiInsightSummary: { evaluation: null, tracking: null },
+      aiInsightDetails: [],
+      summaryLightType: '',
+      summaryLightLabel: '',
+    })
+    const cache = await fetchAICache(cacheType, targetId)
+    if (!cache?.result_json) return
+    const rj = cache.result_json as any
+    // 2026-04-22：忠于 demo 两段式渲染（dim 标题 + 白色正文），拆分 title/body 存到 data
+    // 百炼返回字段 content（兜底 body）；seq 字段用于 _extractSummary 精确定位 seq11/12
+    const insights = Array.isArray(rj.insights)
+      ? rj.insights.map((item: any, idx: number) => {
+          const title = (item.title || '').trim()
+          const body = (item.content || item.body || '').trim()
+          const seq = Number(item.seq) || (idx + 1)
+          return {
+            seq,
+            title,
+            body,
+            titleSegs: parseMarkdownInline(title),
+            bodySegs: parseMarkdownInline(body),
+          }
+        }).filter((i: { title: string; body: string }) => i.title.length > 0 || i.body.length > 0)
+      : []
+    if (insights.length === 0) return
+    // 2026-04-22 seq11/12 置顶：识别"本期总结"（健康度评级 + 跟踪指标）
+    //   - 优先按 seq 字段精确匹配（seq=11 健康度 · seq=12 跟踪指标）
+    //   - 失败时回退到"末两条启发式"，兼容旧缓存或输出顺序错位
+    const summary = this._extractSummary(insights)
+    this.setData({
+      aiInsights: insights,
+      aiInsightSummary: summary.summary,
+      aiInsightDetails: summary.details,
+      summaryLightType: summary.lightType,
+      summaryLightLabel: summary.lightLabel,
+    })
+  },
+
+  /**
+   * 识别 seq11(健康度) + seq12(跟踪指标)，并解析三色灯类型。
+   * 规则：
+   *   1. 优先按 item.seq === 11 / 12 精确匹配
+   *   2. 找不到时回退"末两条启发式"（数组长度 ≥ 4）
+   *   3. 数组过短直接降级为全量明细无总结
+   */
+  _extractSummary(insights: Array<{ seq?: number; title: string; body: string }>) {
+    const empty = {
+      summary: { evaluation: null, tracking: null },
+      details: insights,
+      lightType: '' as '' | 'green' | 'yellow' | 'red',
+      lightLabel: '',
+    }
+    if (insights.length < 4) return empty
+
+    // 优先按 seq 精确匹配
+    let evaluation = insights.find(i => i.seq === 11) || null
+    let tracking = insights.find(i => i.seq === 12) || null
+    let details: typeof insights
+
+    if (evaluation && tracking) {
+      // seq 精确匹配成功 → 过滤掉 seq 11/12
+      details = insights.filter(i => i.seq !== 11 && i.seq !== 12)
+    } else {
+      // 回退：末两条启发式
+      evaluation = insights[insights.length - 2]
+      tracking = insights[insights.length - 1]
+      details = insights.slice(0, insights.length - 2)
+    }
+    // 三色灯识别：优先匹配 emoji，其次匹配文案
+    const text = `${evaluation.title} ${evaluation.body}`
+    let lightType: '' | 'green' | 'yellow' | 'red' = ''
+    let lightLabel = ''
+    if (/🔴|红灯|警告/.test(text)) {
+      lightType = 'red'
+      lightLabel = '🔴 红灯警告'
+    } else if (/🟡|黄灯|观察/.test(text)) {
+      lightType = 'yellow'
+      lightLabel = '🟡 黄灯观察'
+    } else if (/🟢|绿灯|健康/.test(text)) {
+      lightType = 'green'
+      lightLabel = '🟢 绿灯健康'
+    }
+    return {
+      summary: { evaluation, tracking },
+      details,
+      lightType,
+      lightLabel,
+    }
+  },
+
+  openAllInsights() {
+    this.setData({ aiInsightsModalVisible: true })
+  },
+
+  closeAllInsights() {
+    this.setData({ aiInsightsModalVisible: false })
+  },
+
+  /** 弹窗遮罩点击穿透阻断（避免滚动到 page 底） */
+  _noop() {},
+
   onPullDownRefresh() {
     this._loadData()
     setTimeout(() => wx.stopPullDownRefresh(), 500)

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

@@ -8,40 +8,12 @@ import { fetchCoachDetail } from '../../services/api'
 import { formatMoney, formatCount } from '../../utils/money'
 import { formatHours } from '../../utils/time'
 import { sortByTimestamp } from '../../utils/sort'
-
-/* ── 进度条动画参数（与 task-list 共享相同逻辑） ──
- * 修改说明见 apps/miniprogram/doc/progress-bar-animation.md
- */
-const SHINE_SPEED        = 70
-const SPARK_DELAY_MS     = -150
-const SPARK_DUR_MS       = 1400
-const NEXT_LOOP_DELAY_MS = 400
-const SHINE_WIDTH_RPX    = 120
-const TRACK_WIDTH_RPX    = 634
-const SHINE_WIDTH_PCT    = (SHINE_WIDTH_RPX / TRACK_WIDTH_RPX) * 100
-
-function calcShineDur(filledPct: number): number {
-  const t = (SHINE_SPEED - 1) / 99
-  const baseDur = 5000 - t * (5000 - 50)
-  const distRatio = (filledPct + SHINE_WIDTH_PCT) / (100 + SHINE_WIDTH_PCT)
-  return Math.max(50, Math.round(baseDur * distRatio))
-}
-
-interface TickItem {
-  value: number
-  label: string
-  left: string
-  highlight: boolean
-}
-
-function buildTicks(tierNodes: number[], maxHours: number): TickItem[] {
-  return tierNodes.map((v, i) => ({
-    value: v,
-    label: String(v),
-    left: `${Math.round((v / maxHours) * 10000) / 100}%`,
-    highlight: i === 2,
-  }))
-}
+import { nameToAvatarColor } from '../../utils/avatar-color'
+import {
+  SPARK_DELAY_MS, SPARK_DUR_MS, NEXT_LOOP_DELAY_MS,
+  calcShineDur, buildProgressBarData,
+  type TickItem,
+} from '../../utils/perf-progress'
 
 /** 助教详情（含绩效、收入、任务、客户关系等） */
 interface CoachDetail {
@@ -54,18 +26,33 @@ interface CoachDetail {
   customerCount: number
   hireDate: string
   performance: {
-    monthlyHours: number
-    monthlySalary: number
+    // 核心绩效字段（与任务页 PerformanceSummary 一致）
+    totalHours: number
+    totalIncome: number
+    totalCustomers: number
+    tierNodes: number[]
+    basicHours: number
+    bonusHours: number
+    currentTier: number
+    nextTierHours: number
+    tierCompleted: boolean
+    bonusMoney: number
+    incomeTrend: string
+    incomeTrendDir: string
+    currentTierLabel: string
+    // 助教详情专属扩展
     customerBalance: number
     tasksCompleted: number
-    /** 绩效档位 */
-    perfCurrent: number
-    perfTarget: number
+    // 兼容旧字段
+    monthlyHours: number
+    monthlySalary: number
   }
   income: {
     thisMonth: IncomeItem[]
     lastMonth: IncomeItem[]
   }
+  taskStats: { callback: number; recall: number }
+  tierNodes: number[]
   notes: NoteItem[]
 }
 
@@ -147,17 +134,30 @@ const mockCoachDetail: CoachDetail = {
   customerCount: 0,
   hireDate: '',
   performance: {
-    monthlyHours: 0,
-    monthlySalary: 0,
+    totalHours: 0,
+    totalIncome: 0,
+    totalCustomers: 0,
+    tierNodes: [],
+    basicHours: 0,
+    bonusHours: 0,
+    currentTier: 0,
+    nextTierHours: 0,
+    tierCompleted: false,
+    bonusMoney: 0,
+    incomeTrend: '',
+    incomeTrendDir: 'up',
+    currentTierLabel: '',
     customerBalance: 0,
     tasksCompleted: 0,
-    perfCurrent: 0,
-    perfTarget: 0,
+    monthlyHours: 0,
+    monthlySalary: 0,
   },
   income: {
     thisMonth: [],
     lastMonth: [],
   },
+  taskStats: { callback: 0, recall: 0 },
+  tierNodes: [],
   notes: [],
 }
 
@@ -197,6 +197,8 @@ Page({
     coachId: '',
     /** 助教详情 */
     detail: null as CoachDetail | null,
+    /** 等级标签背景色（助教详情页专属，适配深色背景） */
+    levelBgColor: '',
     /** 绩效指标卡片 */
     perfCards: [] as Array<{ label: string; value: string; unit: string; sub: string; bgClass: string; valueColor: string }>,
     /** 绩效进度 */
@@ -307,52 +309,67 @@ Page({
       }
 
       const perf = d.performance || {} as any
+      // 统一使用 totalHours（来自 monthly_summary 实时值），与任务页一致
+      const totalHours = perf.totalHours ?? perf.total_hours ?? perf.monthlyHours ?? 0
       const perfCards = [
-        { label: '本月定档业绩', value: formatHours(perf.monthlyHours ?? 0), unit: '', sub: '', bgClass: 'perf-blue', valueColor: 'text-primary' },
-        { label: '本月工资（预估）', value: formatMoney(perf.monthlySalary ?? 0), unit: '', sub: '', bgClass: 'perf-green', valueColor: 'text-success' },
-        { label: '客源储值余额', value: formatMoney(perf.customerBalance ?? 0), unit: '', sub: `${formatCount(d.customerCount ?? 0, '位')}客户合计`, bgClass: 'perf-orange', valueColor: 'text-warning' },
-        { label: '本月任务完成', value: formatCount(perf.tasksCompleted ?? 0, '个') || '--', unit: '', sub: '', bgClass: 'perf-purple', valueColor: 'text-purple' },
+        { label: '本月定档业绩', value: formatHours(totalHours), unit: '', sub: '', bgClass: 'perf-blue', valueColor: 'text-primary' },
+        { label: '本月工资（预估）', value: formatMoney(perf.monthlySalary ?? perf.totalIncome ?? perf.total_income ?? 0), unit: '', sub: '', bgClass: 'perf-green', valueColor: 'text-success' },
+        { label: '客源储值余额', value: formatMoney(perf.customerBalance ?? perf.customer_balance ?? 0), unit: '', sub: `${formatCount(d.customerCount ?? 0, '位')}客户合计`, bgClass: 'perf-orange', valueColor: 'text-warning' },
+        { label: '本月任务完成', value: formatCount(perf.tasksCompleted ?? perf.tasks_completed ?? 0, '个') || '--', unit: '', sub: '', bgClass: 'perf-purple', valueColor: 'text-purple' },
       ]
 
-      const perfGap = (perf.perfTarget ?? 0) - (perf.perfCurrent ?? 0)
-      const perfPercent = perf.perfTarget > 0 ? Math.min(Math.round(((perf.perfCurrent ?? 0) / perf.perfTarget) * 100), 100) : 0
+      // 统一使用共用模块计算进度条数据（与任务页相同逻辑）
+      const pbData = buildProgressBarData(perf)
 
-      // 档位节点从 API 返回，fallback [0, 120, 150, 180, 210]
-      const tierNodes = d.tierNodes && d.tierNodes.length > 0 ? d.tierNodes : [0, 120, 150, 180, 210]
-      const maxHours = tierNodes[tierNodes.length - 1] || 210
-      const totalHours = perf.monthlyHours ?? 0
-      const pbFilledPct = Math.min(100, Math.round((totalHours / maxHours) * 1000) / 10)
-      let pbCurrentTier = 0
-      for (let i = 1; i < tierNodes.length; i++) {
-        if (totalHours >= tierNodes[i]) pbCurrentTier = i
-        else break
-      }
+      const nextTierHours = perf.nextTierHours ?? perf.next_tier_hours ?? 0
+      const perfGap = Math.max(0, nextTierHours - totalHours)
+      const tierNodes = perf.tierNodes ?? perf.tier_nodes ?? [0]
+      const maxHours = tierNodes.length > 0 ? tierNodes[tierNodes.length - 1] : 0
+      const perfPercent = maxHours > 0 ? Math.min(Math.round((totalHours / maxHours) * 100), 100) : 0
 
       const sorted = sortByTimestamp(d.notes || [], 'timestamp') as NoteItem[]
       const taskStats = d.taskStats ?? { recall: 0, callback: 0 }
 
+      // 等级标签背景色（助教详情页深色背景专用）
+      const level = (d as any).level || ''
+      const levelBgMap: Record<string, string> = {
+        'junior': '#E5EDFB', '初级': '#E5EDFB',
+        'middle': '#FDEFE5', '中级': '#FDEFE5',
+        'senior': '#FDE3EC', '高级': '#FDE3EC',
+      }
+      const levelBgColor = levelBgMap[level] || ''
+
       this.setData({
         pageState: 'normal',
         detail: d,
+        levelBgColor,
         perfCards,
-        perfCurrent: perf.perfCurrent ?? 0,
-        perfTarget: perf.perfTarget ?? 0,
+        perfCurrent: totalHours,
+        perfTarget: nextTierHours,
         perfGap,
         perfPercent,
         taskStats,
         visibleTasks: d.visibleTasks || [],
         hiddenTasks: d.hiddenTasks || [],
         abandonedTasks: d.abandonedTasks || [],
-        topCustomers: d.topCustomers || [],
-        serviceRecords: d.serviceRecords || [],
+        topCustomers: (d.topCustomers || [])
+          .map((c: any) => ({
+            ...c,
+            avatarGradient: nameToAvatarColor(String(c.id || '')),
+          }))
+          .sort((a: any, b: any) => parseFloat(b.score || 0) - parseFloat(a.score || 0)),
+        serviceRecords: (d.serviceRecords || []).map((r: any) => ({
+          ...r,
+          avatarGradient: nameToAvatarColor(String(r.customerId || '')),
+        })),
         historyMonths: d.historyMonths || [],
         sortedNotes: sorted,
-        pbFilledPct,
-        pbClampedSparkPct: Math.max(0, Math.min(100, pbFilledPct)),
-        pbCurrentTier,
-        pbTicks: buildTicks(tierNodes, maxHours),
-        pbShineDurMs: calcShineDur(pbFilledPct),
-        pbSparkDurMs: SPARK_DUR_MS,
+        pbFilledPct: pbData.filledPct,
+        pbClampedSparkPct: pbData.clampedSparkPct,
+        pbCurrentTier: pbData.currentTier,
+        pbTicks: pbData.ticks,
+        pbShineDurMs: pbData.shineDurMs,
+        pbSparkDurMs: pbData.sparkDurMs,
       })
 
       this.switchIncomeTab('this')
@@ -394,11 +411,18 @@ Page({
     this.setData({ tasksExpanded: !this.data.tasksExpanded })
   },
 
-  /** 点击任务项 — 跳转客户详情 */
+  /** 点击任务项 — 跳转客户详情（散客 customer_id ≤ 0 时无详情可看） */
   onTaskItemTap(e: WechatMiniprogram.CustomEvent) {
-    const name = e.currentTarget.dataset.name as string
-    if (!name) return
-    wx.navigateTo({ url: `/pages/customer-detail/customer-detail?name=${encodeURIComponent(name)}` })
+    const { id } = e.currentTarget.dataset
+    const cid = Number(id)
+    if (!cid || cid <= 0) {
+      wx.showToast({ title: '散客无详情可查看', icon: 'none' })
+      return
+    }
+    wx.navigateTo({
+      url: `/pages/customer-detail/customer-detail?id=${cid}`,
+      fail: () => wx.showToast({ title: '页面跳转失败', icon: 'none' }),
+    })
   },
 
   /** 展开/收起客户关系列表 */
@@ -432,29 +456,39 @@ Page({
     this.setData({ notesPopupVisible: false })
   },
 
-  /** 点击客户卡片 — 跳转客户详情 */
+  /** 点击客户卡片 — 跳转客户详情（散客 id ≤ 0 时无详情可看） */
   onCustomerTap(e: WechatMiniprogram.CustomEvent) {
-    const id = e.currentTarget.dataset.id as string
+    const { id } = e.currentTarget.dataset
+    const cid = Number(id)
+    if (!cid || cid <= 0) {
+      wx.showToast({ title: '散客无详情可查看', icon: 'none' })
+      return
+    }
     wx.navigateTo({
-      url: `/pages/customer-detail/customer-detail?id=${id}`,
+      url: `/pages/customer-detail/customer-detail?id=${cid}`,
       fail: () => wx.showToast({ title: '页面跳转失败', icon: 'none' }),
     })
   },
 
-  /** 近期服务明细 — 点击跳转客户详情 */
+  /** 近期服务明细 — 点击跳转客户详情（散客 customer_id ≤ 0 时无详情可看） */
   onSvcCardTap(e: WechatMiniprogram.TouchEvent) {
-    const id = e.currentTarget.dataset.id as string
+    const { id } = e.currentTarget.dataset
+    const cid = Number(id)
+    if (!cid || cid <= 0) {
+      wx.showToast({ title: '散客无详情可查看', icon: 'none' })
+      return
+    }
     wx.navigateTo({
-      url: `/pages/customer-detail/customer-detail${id ? '?id=' + id : ''}`,
+      url: `/pages/customer-detail/customer-detail?id=${cid}`,
       fail: () => wx.showToast({ title: '页面跳转失败', icon: 'none' }),
     })
   },
 
-  /** 查看更多服务记录 */
+  /** 查看更多服务记录 → 跳"助教业绩明细"页（管理者视角，独立于任务 tab 自查页） */
   onViewMoreRecords() {
     const coachId = this.data.coachId || this.data.detail?.id || ''
     wx.navigateTo({
-      url: `/pages/performance-records/performance-records?coachId=${coachId}`,
+      url: `/pages/coach-service-records/coach-service-records?coachId=${coachId}`,
       fail: () => wx.showToast({ title: '页面跳转失败', icon: 'none' }),
     })
   },

apps/miniprogram/miniprogram/pages/coach-detail/coach-detail.wxml

@@ -25,7 +25,7 @@
         <view class="info-middle">
           <view class="name-row">
             <text class="coach-name">{{fmt.safe(detail.name)}}</text>
-            <coach-level-tag level="{{detail.level}}" />
+            <coach-level-tag level="{{detail.level}}" bgColor="{{levelBgColor}}" shadowColor="transparent" />
           </view>
           <view class="skill-row">
             <text class="skill-tag" wx:for="{{detail.skills}}" wx:key="index">{{item}}</text>
@@ -79,7 +79,7 @@
           sparkRunning="{{pbSparkRunning}}"
           shineDurMs="{{pbShineDurMs}}"
           sparkDurMs="{{pbSparkDurMs}}"
-          style="--ppb-track-bg-color: rgba(59,130,246,0.25); --ppb-divider-color: rgba(255,255,255,1); --ppb-tick-done-color: #60a5fa; --ppb-tick-color: rgba(147,197,253,0.6);"
+          style="--ppb-track-bg-color: rgba(59,130,246,0.25); --ppb-divider-color: rgba(255,255,255,1); --ppb-tick-done-color: #60a5fa; --ppb-tick-color: rgba(147,197,253,0.6); --ppb-tick-highlight-color: #3b82f6;"
         />
       </view>
     </view>
@@ -117,14 +117,14 @@
         <text class="section-title title-orange">任务执行</text>
         <view class="task-summary">
           <text class="task-summary-label">本月完成</text>
-          <text class="task-summary-callback">回访<text class="task-summary-num">{{fmt.count(taskStats.callback, '个')}}</text></text>
-          <text class="task-summary-recall">召回<text class="task-summary-num">{{fmt.count(taskStats.recall, '个')}}</text></text>
+          <text class="task-summary-callback">回访<text class="task-summary-num">{{taskStats.callback}}个</text></text>
+          <text class="task-summary-recall">召回<text class="task-summary-num">{{taskStats.recall}}个</text></text>
 
         </view>
       </view>
       <view class="task-list">
         <view class="task-item task-item-{{item.typeClass}}" wx:for="{{visibleTasks}}" wx:key="index"
-          bindtap="onTaskItemTap" data-name="{{item.customerName}}" hover-class="task-item--hover">
+          bindtap="onTaskItemTap" data-id="{{item.customerId}}" data-name="{{item.customerName}}" hover-class="task-item--hover">
           <text class="task-tag-text {{item.typeClass}}">{{item.typeLabel}}</text>
           <text class="task-customer-name">{{item.customerName}}</text>
           <view class="task-note-btn" wx:if="{{item.noteCount > 0}}" catchtap="onTaskNoteTap" data-index="{{index}}" hover-class="task-note-btn--hover">
@@ -137,7 +137,7 @@
       <block wx:if="{{tasksExpanded}}">
         <view class="task-list task-list-extra">
           <view class="task-item task-item-{{item.typeClass}}" wx:for="{{hiddenTasks}}" wx:key="index"
-            bindtap="onTaskItemTap" data-name="{{item.customerName}}" hover-class="task-item--hover">
+            bindtap="onTaskItemTap" data-id="{{item.customerId}}" data-name="{{item.customerName}}" hover-class="task-item--hover">
             <text class="task-tag-text {{item.typeClass}}">{{item.typeLabel}}</text>
             <text class="task-customer-name">{{item.customerName}}</text>
             <view class="task-note-btn" wx:if="{{item.noteCount > 0}}" catchtap="onTaskNoteTap" data-hidden-index="{{index}}" hover-class="task-note-btn--hover">
@@ -177,7 +177,7 @@
           </view>
           <view class="top-customer-info">
             <view class="top-customer-name-row">
-              <text class="top-customer-name">{{item.name}}</text>
+              <text class="top-customer-name {{item.isScattered ? 'top-customer-name--scattered' : ''}}">{{item.name}}</text>
               <text class="top-customer-heart">{{item.heartEmoji}}</text>
               <text class="top-customer-score top-customer-score-{{item.scoreColor}}">{{fmt.safe(item.score)}}</text>
             </view>
@@ -211,14 +211,14 @@
           <view class="svc-content">
             <!-- 第1行：客户名 + 类型标签 + 日期 -->
             <view class="svc-row1">
-              <text class="svc-customer">{{item.customerName}}</text>
+              <text class="svc-customer {{item.isScattered ? 'svc-customer--scattered' : ''}}">{{item.customerName}}</text>
               <text class="svc-type svc-type-{{item.typeClass}}">{{item.type}}</text>
               <text class="svc-date">{{item.date}}</text>
             </view>
             <!-- 第2行：台号 + 时长 + 绩效 + 收入 -->
             <view class="svc-row2">
               <view class="svc-row2-left">
-                <text class="svc-table-tag">{{item.table}}</text>
+                <text class="svc-table-tag" wx:if="{{item.table}}">{{item.table}}</text>
                 <text class="svc-duration">{{item.duration}}</text>
                 <text class="svc-perf" wx:if="{{item.perfHours}}">定档绩效：{{item.perfHours}}</text>
               </view>

apps/miniprogram/miniprogram/pages/coach-detail/coach-detail.wxss

@@ -744,6 +744,8 @@ view {
 }
 .svc-row1 { display: flex; align-items: center; gap: 12rpx; }
 .svc-customer { font-size: 28rpx; font-weight: 600; color: #242424; }
+/* 散客名称置灰 */
+.svc-customer--scattered { color: #999; font-weight: 500; }
 .svc-type {
   font-size: 22rpx;
   padding: 2rpx 12rpx;
@@ -1083,6 +1085,8 @@ view {
 .top-customer-info { flex: 1; min-width: 0; }
 .top-customer-name-row { display: flex; align-items: center; gap: 8rpx; margin-bottom: 8rpx; }
 .top-customer-name { font-size: 28rpx; font-weight: 600; color: #242424; }
+/* 散客名称置灰 */
+.top-customer-name--scattered { color: #999; font-weight: 500; }
 .top-customer-heart { font-size: 24rpx; }
 .top-customer-score { font-size: 24rpx; font-weight: 700; font-variant-numeric: tabular-nums; }
 .top-customer-score-success { color: #00a870; }

apps/miniprogram/miniprogram/pages/coach-service-records/coach-service-records.json

@@ -0,0 +1,13 @@
+{
+  "navigationBarTitleText": "助教业绩明细",
+  "navigationBarBackgroundColor": "#ffffff",
+  "navigationBarTextStyle": "black",
+  "enablePullDownRefresh": true,
+  "usingComponents": {
+    "ai-float-button": "/components/ai-float-button/ai-float-button",
+    "dev-fab": "/components/dev-fab/dev-fab",
+    "heart-icon": "/components/heart-icon/heart-icon",
+    "t-icon": "tdesign-miniprogram/icon/icon",
+    "t-loading": "tdesign-miniprogram/loading/loading"
+  }
+}

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

@@ -0,0 +1,275 @@
+/**
+ * 助教服务明细页（管理者视角）。
+ *
+ * 入口：pages/coach-detail/coach-detail "近期服务明细" 卡片"查看更多"按钮
+ * 必传 query：coachId（assistant_id）
+ *
+ * 与任务 tab 下的 pages/performance-records/ 区别：
+ * - Banner 用 fetchCoachBanner 取目标助教信息（name/level/storeName）
+ * - 标题展示"<助教名>的业绩"突出查看视角
+ * - 单条记录右下角显示"助教预估收入"（去第一人称）
+ * - 点击单条记录跳 customer-detail（管理者关心客户而非任务）
+ * - 后端 /api/xcx/performance/records?coach_id=xxx，权限码 view_board_coach
+ */
+import { checkPageAccess } from '../../utils/auth-guard'
+import { fetchPerformanceRecords, fetchCoachBanner } from '../../services/api'
+import { nameToAvatarColor } from '../../utils/avatar-color'
+import { formatMoney, formatCount } from '../../utils/money'
+import { formatHours } from '../../utils/time'
+
+const COURSE_TAG_MAP: Record<string, string> = {
+  '陪打': 'basic', '基础课': 'basic',
+  '包厢': 'room', '包厢课': 'room',
+  '超休': 'incentive', '激励课': 'incentive', '打赏课': 'incentive',
+}
+function courseTagClass(courseType: string): string {
+  return COURSE_TAG_MAP[courseType] || 'basic'
+}
+
+interface DateGroup {
+  date: string
+  totalHours: string
+  totalIncome: string
+  records: RecordItem[]
+}
+
+interface RecordItem {
+  customerName: string
+  memberId: number
+  avatarChar: string
+  avatarColor: string
+  timeRange: string
+  hours: string
+  courseType: string
+  courseTagClass: string
+  location: string
+  income: string
+  isScattered?: boolean
+}
+
+Page({
+  data: {
+    pageState: 'loading' as 'loading' | 'empty' | 'error' | 'normal',
+
+    /** 目标助教 ID（必传，来自 query） */
+    coachId: 0,
+
+    /** Banner — 来自 fetchCoachBanner */
+    coachName: '',
+    coachRole: '',
+    storeName: '',
+    /** Banner 主标题：用助教名生成"<助教名>的业绩" */
+    pageTitle: '业绩明细',
+
+    /** 月份切换 */
+    currentYear: new Date().getFullYear(),
+    currentMonth: new Date().getMonth() + 1,
+    monthLabel: '',
+    canGoPrev: true,
+    canGoNext: false,
+
+    /** 当月预估判断 */
+    isCurrentMonth: false,
+
+    /** 统计概览 */
+    totalCountLabel: '--',
+    totalHoursLabel: '--',
+    totalHoursRawLabel: '',
+    totalIncomeLabel: '--',
+
+    /** 按日期分组的记录 */
+    dateGroups: [] as DateGroup[],
+
+    /** 分页 */
+    page: 1,
+    pageSize: 20,
+    hasMore: false,
+  },
+
+  onLoad(options: Record<string, string | undefined>) {
+    const coachIdNum = Number(options?.coachId)
+    const coachId = Number.isFinite(coachIdNum) && coachIdNum > 0 ? coachIdNum : 0
+    if (coachId === 0) {
+      // 必传参数缺失：提示并退回上一页
+      wx.showToast({ title: '缺少助教标识', icon: 'none' })
+      setTimeout(() => wx.navigateBack({ fail: () => wx.switchTab({ url: '/pages/board-finance/board-finance' }) }), 1000)
+      return
+    }
+    const now = new Date()
+    this.setData({
+      coachId,
+      currentYear: now.getFullYear(),
+      currentMonth: now.getMonth() + 1,
+      monthLabel: `${now.getFullYear()}年${now.getMonth() + 1}月`,
+    })
+    this.loadBanner()
+    this.loadData()
+  },
+
+  onShow() {
+    checkPageAccess('pages/coach-service-records/coach-service-records')
+  },
+
+  onPullDownRefresh() {
+    this.setData({ page: 1, dateGroups: [] })
+    this.loadData(() => wx.stopPullDownRefresh())
+  },
+
+  onReachBottom() {
+    if (!this.data.hasMore) return
+    this.setData({ page: this.data.page + 1 })
+    this.loadData()
+  },
+
+  /** 加载 Banner（仅 name/level/storeName，3 字段轻量接口） */
+  async loadBanner() {
+    try {
+      const banner = await fetchCoachBanner(String(this.data.coachId))
+      if (!banner) return
+      const name = banner.name || ''
+      this.setData({
+        coachName: name,
+        coachRole: banner.level || '助教',
+        storeName: banner.storeName || '',
+        pageTitle: name ? `${name}的业绩` : '业绩明细',
+      })
+      // 同步原生 navbar 标题
+      if (name) {
+        wx.setNavigationBarTitle({ title: `${name}的业绩` })
+      }
+    } catch (_e) {
+      // banner 加载失败不阻塞列表
+    }
+  },
+
+  /** 加载服务明细 */
+  async loadData(cb?: () => void) {
+    if (this.data.page === 1) {
+      this.setData({ pageState: 'loading' })
+    }
+    wx.showLoading({ title: '加载中...', mask: true })
+
+    const now = new Date()
+    const { currentYear, currentMonth } = this.data
+    const isCurrentMonth = currentYear === now.getFullYear()
+      && currentMonth === now.getMonth() + 1
+      && now.getDate() <= 5
+
+    try {
+      const res = await fetchPerformanceRecords({
+        year: currentYear,
+        month: currentMonth,
+        page: this.data.page,
+        pageSize: this.data.pageSize,
+        coachId: this.data.coachId,
+      })
+
+      const newGroups = (res.dateGroups || []).map((g: any) => ({
+        ...g,
+        records: (g.records || []).map((rec: any) => ({
+          ...rec,
+          avatarColor: nameToAvatarColor(String(rec.memberId ?? '')),
+          avatarChar: rec.avatarChar || (rec.customerName || '?').charAt(0),
+          courseTagClass: courseTagClass(rec.courseType || ''),
+        })),
+      }))
+
+      let dateGroups: DateGroup[]
+      if (this.data.page === 1) {
+        dateGroups = newGroups
+      } else {
+        dateGroups = this._mergeGroups(this.data.dateGroups, newGroups)
+      }
+
+      const updates: Record<string, any> = {
+        pageState: dateGroups.length > 0 ? 'normal' : 'empty',
+        isCurrentMonth,
+        dateGroups,
+        hasMore: res.hasMore ?? false,
+      }
+
+      if (this.data.page === 1 && res.summary) {
+        const s = res.summary
+        updates.totalCountLabel = formatCount(s.totalCount, '笔')
+        updates.totalHoursLabel = formatHours(s.totalHours)
+        updates.totalIncomeLabel = formatMoney(s.totalIncome)
+        updates.totalHoursRawLabel = (s.totalHoursRaw !== s.totalHours && s.totalHoursRaw > 0)
+          ? formatHours(s.totalHoursRaw) : ''
+      }
+
+      this.setData(updates)
+    } catch (_err) {
+      if (this.data.page === 1) {
+        this.setData({ pageState: 'error' })
+      }
+    } finally {
+      wx.hideLoading()
+    }
+
+    cb?.()
+  },
+
+  _mergeGroups(existing: DateGroup[], incoming: DateGroup[]): DateGroup[] {
+    const merged = [...existing]
+    for (const g of incoming) {
+      const found = merged.find(m => m.date === g.date)
+      if (found) {
+        found.records = [...found.records, ...g.records]
+      } else {
+        merged.push(g)
+      }
+    }
+    return merged
+  },
+
+  onRetry() {
+    this.setData({ page: 1, dateGroups: [] })
+    this.loadData()
+  },
+
+  /** 点击单条记录 → 跳 customer-detail（管理者视角，关心客户） */
+  onRecordTap(e: WechatMiniprogram.TouchEvent) {
+    const { memberId } = e.currentTarget.dataset
+    const mid = Number(memberId)
+    if (!mid || mid <= 0) {
+      wx.showToast({ title: '散客无详情可查看', icon: 'none' })
+      return
+    }
+    wx.navigateTo({
+      url: `/pages/customer-detail/customer-detail?id=${memberId}`,
+      fail: () => wx.showToast({ title: '页面跳转失败', icon: 'none' }),
+    })
+  },
+
+  switchMonth(e: WechatMiniprogram.TouchEvent) {
+    const direction = e.currentTarget.dataset.direction as 'prev' | 'next'
+    let { currentYear, currentMonth } = this.data
+
+    if (direction === 'prev') {
+      currentMonth--
+      if (currentMonth < 1) { currentMonth = 12; currentYear-- }
+    } else {
+      currentMonth++
+      if (currentMonth > 12) { currentMonth = 1; currentYear++ }
+    }
+
+    const now = new Date()
+    const nowYear = now.getFullYear()
+    const nowMonth = now.getMonth() + 1
+    const canGoNext = currentYear < nowYear || (currentYear === nowYear && currentMonth < nowMonth)
+    const isCurrentMonth = currentYear === nowYear && currentMonth === nowMonth && now.getDate() <= 5
+
+    this.setData({
+      currentYear,
+      currentMonth,
+      monthLabel: `${currentYear}年${currentMonth}月`,
+      canGoNext,
+      canGoPrev: true,
+      isCurrentMonth,
+      page: 1,
+      dateGroups: [],
+    })
+
+    this.loadData()
+  },
+})

apps/miniprogram/miniprogram/pages/coach-service-records/coach-service-records.wxml

@@ -0,0 +1,123 @@
+<wxs src="../../utils/format.wxs" module="fmt" />
+<!-- 错误态 -->
+<view class="page-error" wx:if="{{pageState === 'error'}}">
+  <t-icon name="close-circle" size="120rpx" color="#e34d59" />
+  <text class="error-text">加载失败，请点击重试</text>
+  <view class="retry-btn" hover-class="retry-btn--hover" bindtap="onRetry">
+    <text>重试</text>
+  </view>
+</view>
+
+<!-- 主体内容 -->
+<block wx:if="{{pageState !== 'error'}}">
+  <!-- Banner 区域（对齐 performance 页面） -->
+  <view class="banner-section">
+    <image class="banner-bg-img" src="/assets/images/banner-bg-coral-aurora.svg" mode="widthFix" />
+    <view class="banner-content">
+      <view class="user-info-section">
+        <view class="user-info-row">
+          <view class="avatar-wrap">
+            <image src="{{avatarUrl || '/assets/images/avatar-coach.png'}}" class="avatar-img" mode="aspectFill" />
+          </view>
+          <view class="user-detail">
+            <view class="user-name-row">
+              <text class="user-name">{{fmt.safe(coachName)}}</text>
+              <text class="user-role-tag">{{fmt.safe(coachRole)}}</text>
+            </view>
+            <view class="user-store-row">
+              <text class="user-store">{{fmt.safe(storeName)}}</text>
+            </view>
+          </view>
+        </view>
+      </view>
+    </view>
+  </view>
+
+  <!-- 月份切换 -->
+  <view class="month-switcher">
+    <view class="month-btn {{canGoPrev ? '' : 'month-btn-disabled'}}" hover-class="month-btn--hover" data-direction="prev" bindtap="switchMonth">
+      <t-icon name="chevron-left" size="32rpx" />
+    </view>
+    <text class="month-label">{{monthLabel}}</text>
+    <view class="month-btn {{canGoNext ? '' : 'month-btn-disabled'}}" hover-class="month-btn--hover" data-direction="next" bindtap="switchMonth">
+      <t-icon name="chevron-right" size="32rpx" />
+    </view>
+  </view>
+
+  <!-- 统计概览 -->
+  <view class="stats-overview">
+    <view class="stat-item">
+      <text class="stat-label">总记录</text>
+      <text class="stat-value">{{totalCountLabel}}</text>
+    </view>
+    <view class="stat-divider"></view>
+    <view class="stat-item">
+      <text class="stat-label">总业绩时长</text>
+      <text class="stat-value stat-primary">{{totalHoursLabel}}</text>
+      <text class="stat-hint" wx:if="{{isCurrentMonth}}">预估</text>
+      <text class="stat-hours-raw" wx:if="{{totalHoursRawLabel}}">折前 {{totalHoursRawLabel}}</text>
+    </view>
+    <view class="stat-divider"></view>
+    <view class="stat-item">
+      <text class="stat-label">{{isCurrentMonth ? '预估收入' : '收入'}}</text>
+      <text class="stat-value stat-success">{{totalIncomeLabel}}</text>
+      <text class="stat-hint" wx:if="{{isCurrentMonth}}">预估</text>
+    </view>
+  </view>
+
+  <!-- 空态 -->
+  <view class="page-empty" wx:if="{{pageState === 'empty'}}">
+    <t-icon name="chart-bar" size="120rpx" color="#dcdcdc" />
+    <text class="empty-text">暂无数据</text>
+  </view>
+
+  <!-- 记录列表（复用 performance 页面服务记录明细样式） -->
+  <view class="records-container" wx:elif="{{pageState === 'normal' || pageState === 'loading'}}">
+    <view class="records-card">
+      <block wx:for="{{dateGroups}}" wx:key="date">
+        <!-- 日期分隔线 -->
+        <view class="date-divider">
+          <text decode class="dd-date">{{fmt.safe(item.date)}}&nbsp;&nbsp;—</text>
+          <text decode class="dd-stats" wx:if="{{item.totalHours}}">{{fmt.safe(item.totalHours)}}小时&nbsp;·&nbsp;{{isCurrentMonth ? '预估 ' : ''}}¥{{fmt.safe(item.totalIncome)}}&nbsp;&nbsp;</text>
+          <view class="dd-line"></view>
+        </view>
+
+        <!-- 该日期下的记录（与 performance 页面卡片一致） -->
+        <view class="record-item" wx:for="{{item.records}}" wx:for-item="rec" wx:key="customerName"
+          hover-class="record-item--hover" bindtap="onRecordTap"
+          data-member-id="{{rec.memberId}}">
+          <view class="record-avatar avatar-{{rec.avatarColor}}">
+            <text>{{rec.avatarChar}}</text>
+          </view>
+          <view class="record-content">
+            <view class="record-top">
+              <view class="record-name-time">
+                <text class="record-name {{rec.isScattered ? 'record-name--scattered' : ''}}">{{fmt.safe(rec.customerName)}}</text>
+                <heart-icon score="{{rec.heartScore}}" size="small" />
+                <text class="record-time">{{fmt.safe(rec.timeRange)}}</text>
+              </view>
+              <text class="record-hours">{{fmt.safe(rec.hours)}}小时</text>
+            </view>
+            <view class="record-bottom">
+              <view class="record-tags">
+                <text class="course-tag course-tag--{{rec.courseTagClass}}">{{fmt.safe(rec.courseType)}}</text>
+                <text class="record-location">{{fmt.safe(rec.location)}}</text>
+              </view>
+              <text class="record-income">{{isCurrentMonth ? '助教预估收入' : '助教收入'}} <text class="record-income-val">¥{{fmt.safe(rec.income)}}</text></text>
+            </view>
+          </view>
+        </view>
+      </block>
+
+      <!-- 列表底部提示 -->
+      <view class="list-end-hint" wx:if="{{!hasMore && dateGroups.length > 0}}">
+        <text>— 已加载全部记录 —</text>
+      </view>
+    </view>
+  </view>
+</block>
+
+<!-- AI 悬浮按钮 -->
+<ai-float-button />
+
+<dev-fab />

apps/miniprogram/miniprogram/pages/coach-service-records/coach-service-records.wxss

@@ -0,0 +1,400 @@
+/* pages/performance-records/performance-records.wxss */
+/* CHANGE 2026-03-27 | 联调改造：Banner 对齐 performance，卡片样式复用 performance 服务记录明细 */
+
+page {
+  background-color: #f3f3f3;
+  line-height: 1.5;
+}
+
+view {
+  line-height: inherit;
+}
+
+/* ============================================
+ * 加载态 / 空态 / 错误态
+ * ============================================ */
+.page-empty {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  padding: 120rpx 0;
+  gap: 24rpx;
+}
+
+.empty-text {
+  font-size: 26rpx;
+  color: #a6a6a6;
+}
+
+.page-error {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  height: 60vh;
+  gap: 24rpx;
+}
+
+.error-text {
+  font-size: 28rpx;
+  color: #a6a6a6;
+}
+
+.retry-btn {
+  padding: 16rpx 48rpx;
+  background: #0052d9;
+  color: #ffffff;
+  border-radius: 16rpx;
+  font-size: 28rpx;
+}
+
+.retry-btn--hover {
+  opacity: 0.7;
+}
+
+/* ============================================
+ * Banner（对齐 performance 页面）
+ * ============================================ */
+.banner-section {
+  position: relative;
+  width: 100%;
+  overflow: hidden;
+}
+
+.banner-bg-img {
+  position: absolute;
+  top: -50rpx;
+  left: 0;
+  width: 100%;
+  height: auto;
+  z-index: 0;
+}
+
+.banner-content {
+  position: relative;
+  z-index: 2;
+  padding: 40rpx;
+  display: flex;
+  flex-direction: column;
+  justify-content: center;
+}
+
+.user-info-section {
+  position: relative;
+  z-index: 2;
+}
+
+.user-info-row {
+  display: flex;
+  align-items: center;
+  gap: 29rpx;
+}
+
+.avatar-wrap {
+  width: 98rpx;
+  height: 98rpx;
+  border-radius: 24rpx;
+  background: rgba(255, 255, 255, 0.2);
+  box-shadow: 0 8rpx 24rpx rgba(0, 0, 0, 0.15);
+  overflow: hidden;
+  flex-shrink: 0;
+}
+
+.avatar-img {
+  width: 100%;
+  height: 100%;
+}
+
+.user-detail {
+  flex: 1;
+}
+
+.user-name-row {
+  display: flex;
+  align-items: center;
+  gap: 15rpx;
+  margin-bottom: 7rpx;
+  line-height: 51rpx;
+}
+
+.user-name {
+  font-size: 32rpx;
+  font-weight: 600;
+  color: #ffffff;
+}
+
+.user-role-tag {
+  font-size: 22rpx;
+  line-height: 29rpx;
+  padding: 4rpx 15rpx;
+  background: rgba(255, 255, 255, 0.2);
+  border-radius: 9999rpx;
+  color: #ffffff;
+}
+
+.user-store-row {
+  line-height: 36rpx;
+}
+
+.user-store {
+  font-size: 26rpx;
+  color: rgba(255, 255, 255, 0.7);
+}
+
+/* ============================================
+ * 月份切换
+ * ============================================ */
+.month-switcher {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  gap: 48rpx;
+  padding: 24rpx 32rpx;
+  background: #ffffff;
+  border-bottom: 2rpx solid #eeeeee;
+}
+
+.month-btn {
+  padding: 12rpx;
+  border-radius: 50%;
+}
+
+.month-btn-disabled {
+  opacity: 0.3;
+  pointer-events: none;
+}
+
+.month-btn--hover {
+  opacity: 0.6;
+}
+
+.month-label {
+  font-size: 28rpx;
+  font-weight: 600;
+  color: #242424;
+}
+
+/* ============================================
+ * 统计概览
+ * ============================================ */
+.stats-overview {
+  display: flex;
+  align-items: flex-start;
+  justify-content: space-between;
+  padding: 24rpx 32rpx;
+  background: #ffffff;
+  border-bottom: 2rpx solid #eeeeee;
+}
+
+.stat-item {
+  flex: 1;
+  text-align: center;
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+}
+
+.stat-label {
+  font-size: 20rpx;
+  color: #a6a6a6;
+  margin-bottom: 4rpx;
+}
+
+.stat-value {
+  font-size: 36rpx;
+  font-weight: 700;
+  color: #242424;
+  font-variant-numeric: tabular-nums;
+}
+
+.stat-primary { color: #0052d9; }
+.stat-success { color: #00a870; }
+
+.stat-hours-raw {
+  font-size: 20rpx;
+  color: #a6a6a6;
+  margin-top: 2rpx;
+  line-height: 26rpx;
+}
+
+.stat-hint {
+  font-size: 20rpx;
+  color: #ed7b2f;
+  margin-top: 2rpx;
+}
+
+.stat-divider {
+  width: 2rpx;
+  height: 80rpx;
+  background: #eeeeee;
+  margin-top: 4rpx;
+}
+
+/* ============================================
+ * 记录列表（复用 performance 页面服务记录明细样式）
+ * ============================================ */
+.records-container {
+  padding: 24rpx;
+  padding-bottom: 40rpx;
+}
+
+.records-card {
+  background: #ffffff;
+  border-radius: 32rpx;
+  box-shadow: 0 2rpx 8rpx rgba(0, 0, 0, 0.05);
+  overflow: hidden;
+  padding: 0 32rpx;
+}
+
+.date-divider {
+  display: flex;
+  align-items: center;
+  gap: 16rpx;
+  padding: 20rpx 0 8rpx;
+}
+
+.dd-date {
+  font-size: 22rpx;
+  color: #8b8b8b;
+  font-weight: 500;
+  white-space: nowrap;
+  line-height: 29rpx;
+}
+
+.dd-line {
+  flex: 1;
+  height: 2rpx;
+  background: #dcdcdc;
+}
+
+.dd-stats {
+  font-size: 22rpx;
+  color: #a6a6a6;
+  font-variant-numeric: tabular-nums;
+  white-space: nowrap;
+  line-height: 29rpx;
+}
+
+.record-item {
+  display: flex;
+  align-items: center;
+  gap: 20rpx;
+  padding: 16rpx 0;
+}
+
+.record-item--hover {
+  opacity: 0.7;
+}
+
+/* 头像（渐变色由 app.wxss 全局 .avatar-{key} 提供） */
+.record-avatar {
+  width: 76rpx;
+  height: 76rpx;
+  border-radius: 20rpx;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  color: #ffffff;
+  font-size: 30rpx;
+  font-weight: 500;
+  flex-shrink: 0;
+}
+
+.record-content {
+  flex: 1;
+  min-width: 0;
+}
+
+.record-top {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+}
+
+.record-name-time {
+  display: flex;
+  align-items: center;
+  gap: 12rpx;
+  min-width: 0;
+}
+
+.record-name {
+  font-size: 26rpx;
+  font-weight: 500;
+  color: #242424;
+  flex-shrink: 0;
+  line-height: 36rpx;
+}
+
+/* 散客名称置灰 */
+.record-name--scattered {
+  color: #999;
+  font-weight: 400;
+}
+
+.record-time {
+  font-size: 22rpx;
+  color: #a6a6a6;
+  line-height: 29rpx;
+}
+
+.record-hours {
+  font-size: 26rpx;
+  font-weight: 700;
+  color: #059669;
+  font-variant-numeric: tabular-nums;
+  flex-shrink: 0;
+  line-height: 36rpx;
+}
+
+.record-bottom {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  margin-top: 8rpx;
+}
+
+.record-tags {
+  display: flex;
+  align-items: center;
+  gap: 12rpx;
+}
+
+.course-tag {
+  padding: 2rpx 12rpx;
+  border-radius: 8rpx;
+  font-size: 22rpx;
+  font-weight: 500;
+  line-height: 29rpx;
+}
+
+.course-tag--basic { background: #ecfdf5; color: #15803d; }
+.course-tag--room { background: #eff6ff; color: #1d4ed8; }
+.course-tag--incentive { background: #fffbeb; color: #a16207; }
+
+.record-location {
+  font-size: 22rpx;
+  color: #8b8b8b;
+  line-height: 29rpx;
+}
+
+.record-income {
+  font-size: 22rpx;
+  color: #c5c5c5;
+  flex-shrink: 0;
+  line-height: 29rpx;
+}
+
+.record-income-val {
+  font-weight: 500;
+  color: #5e5e5e;
+}
+
+/* 列表底部提示 */
+.list-end-hint {
+  text-align: center;
+  padding: 24rpx 0 28rpx;
+  font-size: 22rpx;
+  color: #c5c5c5;
+}

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

@@ -27,6 +27,7 @@ interface ConsumptionRecord {
   }>
   foodAmount?: number
   foodOrigPrice?: number
+  foodDetail?: string
   totalAmount?: number
   totalOrigPrice?: number
   payMethod?: string
@@ -46,6 +47,7 @@ Page({
       name: '',
       avatarChar: '',
       phone: '',
+      phoneFull: '',
       balance: null as number | null,
       consumption60d: null as number | null,
       idealInterval: null as number | null,
@@ -109,6 +111,7 @@ Page({
               name: d.name || '',
               avatarChar: (d.name || '')[0] || '',
               phone: d.phone || '',
+              phoneFull: d.phoneFull || '',
               balance: d.balance ?? null,
               // CHANGE 2026-03-29 | Pydantic 把 consumption_60d → consumption60D（大写 D）
               consumption60d: d.consumption60D ?? d.consumption60d ?? null,
@@ -147,9 +150,9 @@ Page({
     this.setData({ phoneVisible: !this.data.phoneVisible })
   },
 
-  /** 复制手机号 */
+  /** 复制手机号（复制完整号码） */
   onCopyPhone() {
-    const phone = this.data.detail.phone
+    const phone = this.data.detail.phoneFull || this.data.detail.phone
     wx.setClipboardData({
       data: phone,
       success: () => {

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

@@ -27,7 +27,7 @@
             <text class="customer-name">{{detail.name}}</text>
           </view>
           <view class="sub-info">
-            <text class="phone">{{phoneVisible ? detail.phone : '138****5678'}}</text>
+            <text class="phone">{{phoneVisible ? detail.phoneFull : detail.phone}}</text>
             <view class="phone-toggle-btn" bindtap="{{phoneVisible ? 'onCopyPhone' : 'onTogglePhone'}}" hover-class="phone-toggle-btn--hover">
               <text class="phone-toggle-text">{{phoneVisible ? '复制' : '查看'}}</text>
             </view>
@@ -221,7 +221,7 @@
               </view>
             </view>
             <view class="record-food-row" wx:if="{{item.foodAmount > 0}}">
-              <text class="record-food-label">🍷 食品酒水</text>
+              <text class="record-food-label">🍷 {{item.foodDetail || '食品酒水'}}</text>
               <view class="record-food-right">
                 <text class="record-food-amount">{{fmt.money(item.foodAmount)}}</text>
                 <text class="record-fee-orig" wx:if="{{item.foodOrigPrice}}">{{fmt.money(item.foodOrigPrice)}}</text>
@@ -261,7 +261,7 @@
               </view>
             </view>
             <view class="record-food-row" wx:if="{{item.foodAmount > 0}}">
-              <text class="record-food-label">🍷 食品酒水</text>
+              <text class="record-food-label">🍷 {{item.foodDetail || '食品酒水'}}</text>
               <text class="record-food-amount">{{fmt.money(item.foodAmount)}}</text>
             </view>
             <view class="record-total-row" wx:if="{{item.totalAmount}}">
@@ -292,7 +292,7 @@
       <view class="note-list" wx:if="{{sortedNotes.length > 0}}">
         <view class="note-item" wx:for="{{sortedNotes}}" wx:key="id">
           <view class="note-top">
-            <text class="note-author">{{fmt.safe(item.tagLabel)}}</text>
+            <text class="note-author">{{item.creatorName || item.tagLabel}}{{item.creatorRole ? ' · ' + item.creatorRole : ''}}</text>
             <view class="note-top-right">
               <text class="note-time">{{fmt.safe(item.createdAt)}}</text>
               <view class="note-delete-btn" data-id="{{item.id}}" bindtap="onDeleteNote" hover-class="note-delete-btn--hover">

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

@@ -857,11 +857,20 @@ view {
   justify-content: space-between;
   padding: 16rpx 24rpx;
   border-top: 2rpx solid var(--border-light);
+  gap: 16rpx;
 }
 
 .record-food-label {
   font-size: 24rpx;
   color: var(--text-secondary);
+  flex: 1;
+  min-width: 0;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  display: -webkit-box;
+  -webkit-box-orient: vertical;
+  -webkit-line-clamp: 3;
+  word-break: break-all;
 }
 
 .record-food-right {

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

@@ -131,7 +131,7 @@
             </view>
           </view>
           <view class="record-food-row" wx:if="{{item.foodAmount > 0}}">
-            <text class="record-food-label">🍷 食品酒水</text>
+            <text class="record-food-label">🍷 {{item.foodDetail || '食品酒水'}}</text>
             <view class="record-food-right">
               <text class="record-food-amount">{{fmt.money(item.foodAmount)}}</text>
               <text class="record-fee-orig" wx:if="{{item.foodOrigPrice}}">{{fmt.money(item.foodOrigPrice)}}</text>
@@ -156,7 +156,7 @@
             <text class="record-date">{{fmt.safe(item.date)}}</text>
           </view>
           <view class="record-food-row" wx:if="{{item.foodAmount > 0}}">
-            <text class="record-food-label">🍷 食品酒水</text>
+            <text class="record-food-label">🍷 {{item.foodDetail || '食品酒水'}}</text>
             <text class="record-food-amount">{{fmt.money(item.foodAmount)}}</text>
           </view>
           <view class="record-total-row" wx:if="{{item.totalAmount}}">

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

@@ -288,8 +288,15 @@ page {
   justify-content: space-between;
   padding: 16rpx 24rpx;
   border-top: 2rpx solid var(--border-light, #f0f0f0);
+  gap: 16rpx;
+}
+.record-food-label {
+  font-size: 24rpx;
+  color: var(--text-secondary, #666);
+  flex: 1;
+  min-width: 0;
+  word-break: break-all;
 }
-.record-food-label { font-size: 24rpx; color: var(--text-secondary, #666); }
 .record-food-right { display: flex; align-items: baseline; gap: 8rpx; }
 .record-food-amount {
   font-size: 28rpx;

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

@@ -3,6 +3,7 @@
 |------|--------|------|
 | 2026-03-23 | 角色路由+页面权限守卫 | onShow 添加 checkPageAccess 权限守卫 |
 | 2026-03-27 | 联调改造 | 重写：Banner 对齐 performance 页面，数据对接后端 PERF-2，卡片样式复用 performance 服务记录明细 |
+| 2026-04-20 | 拆分助教视角 | 删除 coachId 分支，本页恢复"任务 tab 助教自查"单一职责；管理者视角迁至 pages/coach-service-records/ |
 */
 import { checkPageAccess } from '../../utils/auth-guard'
 import { fetchPerformanceRecords, fetchMe } from '../../services/api'

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

@@ -92,7 +92,7 @@
           <view class="record-content">
             <view class="record-top">
               <view class="record-name-time">
-                <text class="record-name">{{fmt.safe(rec.customerName)}}</text>
+                <text class="record-name {{rec.isScattered ? 'record-name--scattered' : ''}}">{{fmt.safe(rec.customerName)}}</text>
                 <heart-icon score="{{rec.heartScore}}" size="small" />
                 <text class="record-time">{{fmt.safe(rec.timeRange)}}</text>
               </view>

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

@@ -138,8 +138,8 @@ view {
 }
 
 .user-store {
-  font-size: 22rpx;
-  color: rgba(255, 255, 255, 0.75);
+  font-size: 26rpx;
+  color: rgba(255, 255, 255, 0.7);
 }
 
 /* ============================================
@@ -327,6 +327,12 @@ view {
   line-height: 36rpx;
 }
 
+/* 散客名称置灰 */
+.record-name--scattered {
+  color: #999;
+  font-weight: 400;
+}
+
 .record-time {
   font-size: 22rpx;
   color: #a6a6a6;

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

@@ -22,62 +22,15 @@ import { formatDeadline } from '../../utils/time'
 import { formatStorageLevel } from '../../utils/storage-level'
 // CHANGE 2026-03-27 | 头像：需要 API_BASE 构建头像完整 URL
 import { API_BASE } from '../../utils/config'
+import {
+  SPARK_DELAY_MS, SPARK_DUR_MS, NEXT_LOOP_DELAY_MS,
+  calcShineDur, buildTicks, buildProgressBarData,
+  type TickItem,
+} from '../../utils/perf-progress'
 
 /** CHANGE 2026-03-14 | 所有任务类型统一跳转到 task-detail，由详情页根据 taskId 动态展示内容 */
 const DETAIL_ROUTE = '/pages/task-detail/task-detail'
 
-/* ╔══════════════════════════════════════════════════════╗
- * ║           进度条动画参数 — 在此调节                    ║
- * ╚══════════════════════════════════════════════════════╝
- *
- * 动画由 JS 状态机驱动，每轮循环重新读取实际进度条宽度：
- *
- *  ┌─────────────┐  SPARK_DELAY_MS  ┌─────────────┐  NEXT_LOOP_DELAY_MS  ┌─────────────┐
- *  │  高光匀速扫过 │ ───────────────▶ │  火花迸发    │ ──────────────────▶ │  下一轮      │
- *  │ 时长由速度决定│                  │ SPARK_DUR_MS│                    │（重新读进度） │
- *  └─────────────┘                  └─────────────┘                    └─────────────┘
- *
- *  SHINE_SPEED      : 高光移动速度，范围 1~100
- *                     1   = 最慢，最宽进度条（100%）下 5 秒走完
- *                     100 = 最快，最宽进度条（100%）下 0.05 秒走完
- *                     实际时长 = 基准时长 × (filledPct/100)
- *                     基准时长 = 5s - (SHINE_SPEED-1)/(100-1) × (5-0.05)s
- *
- *  SPARK_DELAY_MS   : 高光到达最右端后，光柱点亮+火花迸发的延迟（毫秒）
- *                     正数 = 高光结束后停顿再点亮
- *                     负数 = 高光还未结束，提前点亮（高光末尾与火花重叠）
- *
- *  SPARK_DUR_MS     : 火花迸发到完全消散的时长（毫秒）
- *
- *  NEXT_LOOP_DELAY_MS: 火花消散后到下一轮高光启动的延迟（毫秒）
- *                      正数 = 停顿一段时间
- *                      负数 = 火花还未消散完，高光已从左端启动
- */
-const SHINE_SPEED         = 70    // 1~100，速度值
-const SPARK_DELAY_MS      = -200     // 毫秒，高光结束→光柱点亮+火花（负=提前）
-const SPARK_DUR_MS        = 1400  // 毫秒，火花持续时长
-const NEXT_LOOP_DELAY_MS  = 400   // 毫秒，火花结束→下轮高光（负=提前）
-
-/* 根据速度值和进度百分比计算高光时长
- * 高光宽度固定（SHINE_WIDTH_RPX），需要走过的距离 = 填充条宽度 + 高光宽度
- * 轨道宽度约 634rpx（750 - 左右padding各58rpx），高光宽度约占轨道 19%
- * 时长正比于需要走过的总距离，保证视觉速度恒定
- *
- * 速度1  → baseDur=5000ms（最慢），速度100 → baseDur=50ms（最快）
- * shineDurMs = baseDur × (filledPct + SHINE_WIDTH_PCT) / (100 + SHINE_WIDTH_PCT)
- */
-const SHINE_WIDTH_RPX  = 120  // rpx，需与 WXSS 的 --shine-width 保持一致
-const TRACK_WIDTH_RPX  = 634  // rpx，进度条轨道宽度（750 - padding 116rpx）
-const SHINE_WIDTH_PCT  = (SHINE_WIDTH_RPX / TRACK_WIDTH_RPX) * 100  // ≈19%
-
-function calcShineDur(filledPct: number): number {
-  const t = (SHINE_SPEED - 1) / 99  // 0(最慢) ~ 1(最快)
-  const baseDur = 5000 - t * (5000 - 50)  // ms，走完100%进度条所需时长
-  // 实际距离 = 填充条 + 高光自身，相对于(100% + 高光宽度%)归一化
-  const distRatio = (filledPct + SHINE_WIDTH_PCT) / (100 + SHINE_WIDTH_PCT)
-  return Math.max(50, Math.round(baseDur * distRatio))
-}
-
 /** 扩展任务字段 */
 interface EnrichedTask extends Task {
   lastVisitDays: number
@@ -94,24 +47,6 @@ interface EnrichedTask extends Task {
   recent60dIncome: number
 }
 
-/** 刻度项 */
-interface TickItem {
-  value: number    // 刻度数值（如 100）
-  label: string    // 显示文字（如 '100'）
-  left: string     // 百分比位置字符串（如 '45.45%'），首尾项忽略此字段
-  highlight: boolean // 是否加粗高亮
-}
-
-/** Mock: 根据档位节点数组生成刻度数据 */
-function buildTicks(tierNodes: number[], maxHours: number): TickItem[] {
-  return tierNodes.map((v, i) => ({
-    value: v,
-    label: String(v),
-    left: `${Math.round((v / maxHours) * 10000) / 100}%`,
-    highlight: i === 2, // 第3个档位（如130h）高亮，可由接口控制
-  }))
-}
-
 /** P0: 业绩进度卡片数据 */
 interface PerfData {
   nextTierHours: number
@@ -414,7 +349,6 @@ Page({
         const totalHours = perf.totalHours ?? perf.total_hours ?? 0
         const basicHours = perf.basicHours ?? perf.basic_hours ?? 0
         const bonusHours = perf.bonusHours ?? perf.bonus_hours ?? 0
-        const currentTier = perf.currentTier ?? perf.current_tier ?? 0
         const nextTierHours = perf.nextTierHours ?? perf.next_tier_hours ?? 0
         const tierCompleted = perf.tierCompleted ?? perf.tier_completed ?? false
         const bonusMoney = perf.bonusMoney ?? perf.bonus_money ?? 0
@@ -423,19 +357,16 @@ Page({
         const totalIncome = perf.totalIncome ?? perf.total_income ?? 0
         const incomeTrend = perf.incomeTrend ?? perf.income_trend ?? ''
         const incomeTrendDir = perf.incomeTrendDir ?? perf.income_trend_dir ?? 'up'
-        const tierNodes: number[] = perf.tierNodes ?? perf.tier_nodes ?? [0, 100, 130, 160, 190, 220]
 
-        // 计算进度条百分比（基于最大档位）
-        const maxHours = tierNodes.length > 0 ? tierNodes[tierNodes.length - 1] : 220
-        const filledPct = maxHours > 0 ? Math.min(100, Math.round((totalHours / maxHours) * 1000) / 10) : 0
-        const remainHours = Math.max(0, nextTierHours - totalHours)
+        // 统一使用共用模块计算进度条数据
+        const pbData = buildProgressBarData(perf)
 
         perfData.totalHours = totalHours
         perfData.basicHours = basicHours
         perfData.bonusHours = bonusHours
-        perfData.currentTier = currentTier
+        perfData.currentTier = pbData.currentTier
         perfData.nextTierHours = nextTierHours
-        perfData.remainHours = remainHours
+        perfData.remainHours = pbData.remainHours
         perfData.tierCompleted = tierCompleted
         perfData.bonusMoney = bonusMoney
         perfData.incomeMonth = monthLabel
@@ -443,21 +374,15 @@ Page({
         perfData.incomeFormatted = formatMoney(totalIncome)
         perfData.incomeTrend = incomeTrend
         perfData.incomeTrendDir = incomeTrendDir === 'down' ? 'down' : 'up'
-        // 从 "↑7373" / "↓368" 中提取纯数字，用于千分位格式化
+        // 从 "^7373" / "v368" 中提取纯数字，用于千分位格式化
         const trendNumMatch = incomeTrend.replace(/[^0-9.]/g, '')
         perfData.incomeTrendValue = trendNumMatch ? parseFloat(trendNumMatch) : null
-        perfData.filledPct = filledPct
-        perfData.clampedSparkPct = Math.max(0, Math.min(100, filledPct))
-        perfData.ticks = buildTicks(tierNodes, maxHours)
-        perfData.shineDurMs = calcShineDur(filledPct)
-        perfData.sparkDurMs = SPARK_DUR_MS
-
-        // 计算段内进度
-        const segStart = tierNodes[currentTier] ?? 0
-        const segEnd = tierNodes[currentTier + 1] ?? maxHours
-        perfData.tierProgress = segEnd > segStart
-          ? Math.min(100, Math.round(((totalHours - segStart) / (segEnd - segStart)) * 100))
-          : 100
+        perfData.filledPct = pbData.filledPct
+        perfData.clampedSparkPct = pbData.clampedSparkPct
+        perfData.ticks = pbData.ticks
+        perfData.shineDurMs = pbData.shineDurMs
+        perfData.sparkDurMs = pbData.sparkDurMs
+        perfData.tierProgress = pbData.tierProgress
       }
 
       // G2: 当月预估判断

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

@@ -169,7 +169,7 @@
               <text class="expected-tag expected-tag--overdue" wx:if="{{item.expectedDays != null && item.expectedDays < 0 && item.taskType !== 'relationship_building' && item.taskType !== 'follow_up_visit'}}">逾期{{-item.expectedDays}}天</text>
             </view>
             <view class="card-row-2">
-              <text class="visit-text">到店：{{fmt.days(item.lastVisitDays)}}前 · 储值 {{fmt.safe(item.balanceLabel)}} · 近60天 {{fmt.hoursH(item.recent60dHours)}} | {{fmt.money(item.recent60dIncome)}}</text>
+              <text class="visit-text">到店：{{fmt.daysAgo(item.lastVisitDays)}} · 储值 {{fmt.safe(item.balanceLabel)}} · 近60天 {{fmt.hoursH(item.recent60dHours)}} | {{fmt.money(item.recent60dIncome)}}</text>
             </view>
             <view class="card-row-deadline" wx:if="{{item.deadlineLabel && item.deadlineLabel !== '--' && item.deadlineStyle !== 'danger'}}">
               <text class="deadline-text deadline-text--{{item.deadlineStyle}}">{{item.deadlineLabel}}</text>
@@ -213,7 +213,7 @@
               <text class="expected-tag expected-tag--overdue" wx:if="{{item.expectedDays != null && item.expectedDays < 0 && item.taskType !== 'relationship_building' && item.taskType !== 'follow_up_visit'}}">逾期{{-item.expectedDays}}天</text>
             </view>
             <view class="card-row-2">
-              <text class="visit-text">到店：{{fmt.days(item.lastVisitDays)}}前 · 储值 {{fmt.safe(item.balanceLabel)}} · 近60天 {{fmt.hoursH(item.recent60dHours)}} | {{fmt.money(item.recent60dIncome)}}</text>
+              <text class="visit-text">到店：{{fmt.daysAgo(item.lastVisitDays)}} · 储值 {{fmt.safe(item.balanceLabel)}} · 近60天 {{fmt.hoursH(item.recent60dHours)}} | {{fmt.money(item.recent60dIncome)}}</text>
             </view>
             <view class="card-row-deadline" wx:if="{{item.deadlineLabel && item.deadlineLabel !== '--' && item.deadlineStyle !== 'danger'}}">
               <text class="deadline-text deadline-text--{{item.deadlineStyle}}">{{item.deadlineLabel}}</text>
@@ -255,7 +255,7 @@
               <heart-icon score="{{item.heartScore}}" size="small" />
             </view>
             <view class="card-row-2">
-              <text class="visit-text visit-text--abandoned">到店：{{fmt.days(item.lastVisitDays)}}前 · 储值 {{fmt.safe(item.balanceLabel)}} · 近60天 {{fmt.hoursH(item.recent60dHours)}} | {{fmt.money(item.recent60dIncome)}}</text>
+              <text class="visit-text visit-text--abandoned">到店：{{fmt.daysAgo(item.lastVisitDays)}} · 储值 {{fmt.safe(item.balanceLabel)}} · 近60天 {{fmt.hoursH(item.recent60dHours)}} | {{fmt.money(item.recent60dIncome)}}</text>
             </view>
             <view class="card-row-abandon" wx:if="{{item.abandonReason}}">
               <text class="abandon-reason">放弃原因：{{fmt.safe(item.abandonReason)}}</text>

apps/miniprogram/miniprogram/services/api.ts

@@ -179,6 +179,8 @@ export async function fetchPerformanceRecords(params: {
   month: number
   page?: number
   pageSize?: number
+  /** 目标助教 ID：从 coach-detail 跳入时传入，要求调用者具备 view_board_coach 权限 */
+  coachId?: number
 }): Promise<{
   summary: { totalCount: number; totalHours: number; totalHoursRaw: number; totalIncome: number }
   dateGroups: Array<{
@@ -198,10 +200,20 @@ export async function fetchPerformanceRecords(params: {
   }>
   hasMore: boolean
 }> {
+  // 后端 FastAPI Query 参数为 snake_case，前端 camelCase 需手动映射
+  const query: Record<string, any> = {
+    year: params.year,
+    month: params.month,
+    page: params.page ?? 1,
+    page_size: params.pageSize ?? 20,
+  }
+  if (params.coachId !== undefined && params.coachId !== null) {
+    query.coach_id = params.coachId
+  }
   return request({
     url: '/api/xcx/performance/records',
     method: 'GET',
-    data: params,
+    data: query,
     needAuth: true,
   })
 }
@@ -317,6 +329,20 @@ export async function fetchBoardFinance(params: {
 // 助教模块
 // ============================================
 
+/** 助教 banner 轻量信息（仅 name/level/storeName）— 比 fetchCoachDetail 快一个数量级 */
+export async function fetchCoachBanner(coachId: string): Promise<{
+  id: number
+  name: string
+  level: string
+  storeName: string
+} | null> {
+  return request({
+    url: `/api/xcx/coaches/${coachId}/banner`,
+    method: 'GET',
+    needAuth: true,
+  })
+}
+
 /** 助教详情 */
 export async function fetchCoachDetail(coachId: string): Promise<CoachCard | null> {
   return request({

apps/miniprogram/miniprogram/utils/format.wxs

@@ -155,6 +155,16 @@ function days(value) {
   return value + '天'
 }
 
+/**
+ * 距今天数格式化（WXS 版）
+ * "今天" / "3天前" / "--"
+ */
+function daysAgo(value) {
+  if (value === undefined || value === null) return '--'
+  if (value === 0) return '今天'
+  return value + '天前'
+}
+
 /**
  * 储值等级格式化（WXS 版）
  * 无/少/一般/多/非常多
@@ -219,6 +229,7 @@ module.exports = {
   thousands: thousands,
   trendValue: trendValue,
   days: days,
+  daysAgo: daysAgo,
   storageLevel: storageLevel,
   maskPhone: maskPhone,
   negativeMoney: negativeMoney,

apps/miniprogram/miniprogram/utils/perf-progress.ts

@@ -0,0 +1,124 @@
+/**
+ * 绩效进度条共用模块 -- task-list / coach-detail 统一使用
+ *
+ * 包含：动画参数、刻度计算、高光时长计算、类型定义
+ */
+
+/* ======================================================
+ *           进度条动画参数 -- 在此调节
+ * ======================================================
+ *
+ * 动画由 JS 状态机驱动，每轮循环重新读取实际进度条宽度：
+ *
+ *  +-------------+  SPARK_DELAY_MS  +-------------+  NEXT_LOOP_DELAY_MS  +-------------+
+ *  | 高光匀速扫过 | --------------> |  火花迸发    | ------------------> |  下一轮      |
+ *  | 时长由速度决定|                 | SPARK_DUR_MS|                     |(重新读进度)  |
+ *  +-------------+                 +-------------+                     +-------------+
+ *
+ *  SHINE_SPEED      : 高光移动速度，范围 1~100
+ *                     1   = 最慢，最宽进度条(100%)下 5 秒走完
+ *                     100 = 最快，最宽进度条(100%)下 0.05 秒走完
+ *                     实际时长 = 基准时长 x (filledPct/100)
+ *                     基准时长 = 5s - (SHINE_SPEED-1)/(100-1) x (5-0.05)s
+ *
+ *  SPARK_DELAY_MS   : 高光到达最右端后，光柱点亮+火花迸发的延迟(毫秒)
+ *                     正数 = 高光结束后停顿再点亮
+ *                     负数 = 高光还未结束，提前点亮(高光末尾与火花重叠)
+ *
+ *  SPARK_DUR_MS     : 火花迸发到完全消散的时长(毫秒)
+ *
+ *  NEXT_LOOP_DELAY_MS: 火花消散后到下一轮高光启动的延迟(毫秒)
+ *                      正数 = 停顿一段时间
+ *                      负数 = 火花还未消散完，高光已从左端启动
+ *
+ * 修改说明见 apps/miniprogram/doc/progress-bar-animation.md
+ */
+export const SHINE_SPEED         = 70    // 1~100，速度值
+export const SPARK_DELAY_MS      = -200  // 毫秒，高光结束->光柱点亮+火花(负=提前)
+export const SPARK_DUR_MS        = 1400  // 毫秒，火花持续时长
+export const NEXT_LOOP_DELAY_MS  = 400   // 毫秒，火花结束->下轮高光(负=提前)
+
+/* 高光宽度固定(SHINE_WIDTH_RPX)，需要走过的距离 = 填充条宽度 + 高光宽度
+ * 轨道宽度约 634rpx(750 - 左右padding各58rpx)，高光宽度约占轨道 19%
+ * 时长正比于需要走过的总距离，保证视觉速度恒定
+ *
+ * 速度1  -> baseDur=5000ms(最慢)，速度100 -> baseDur=50ms(最快)
+ * shineDurMs = baseDur x (filledPct + SHINE_WIDTH_PCT) / (100 + SHINE_WIDTH_PCT)
+ */
+export const SHINE_WIDTH_RPX  = 120  // rpx，需与 WXSS 的 --shine-width 保持一致
+export const TRACK_WIDTH_RPX  = 634  // rpx，进度条轨道宽度(750 - padding 116rpx)
+export const SHINE_WIDTH_PCT  = (SHINE_WIDTH_RPX / TRACK_WIDTH_RPX) * 100  // ~19%
+
+// ── 类型定义 ────────────────────────────────────────────────
+
+/** 刻度项（传给 perf-progress-bar 组件的 ticks 属性） */
+export interface TickItem {
+  value: number     // 刻度数值（如 100）
+  label: string     // 显示文字（如 '100'）
+  left: string      // 百分比位置字符串（如 '45.45%'），首尾项忽略此字段
+  highlight: boolean // 是否加粗高亮
+}
+
+// ── 工具函数 ────────────────────────────────────────────────
+
+/**
+ * 根据速度值和进度百分比计算高光扫过时长。
+ *
+ * 速度 1 -> baseDur=5000ms（最慢），速度 100 -> baseDur=50ms（最快）
+ * 实际时长 = baseDur x (filledPct + SHINE_WIDTH_PCT) / (100 + SHINE_WIDTH_PCT)
+ */
+export function calcShineDur(filledPct: number): number {
+  const t = (SHINE_SPEED - 1) / 99  // 0(最慢) ~ 1(最快)
+  const baseDur = 5000 - t * (5000 - 50)
+  const distRatio = (filledPct + SHINE_WIDTH_PCT) / (100 + SHINE_WIDTH_PCT)
+  return Math.max(50, Math.round(baseDur * distRatio))
+}
+
+/**
+ * 根据档位节点数组生成刻度数据（供 perf-progress-bar 组件渲染）。
+ */
+export function buildTicks(tierNodes: number[], maxHours: number): TickItem[] {
+  return tierNodes.map((v, i) => ({
+    value: v,
+    label: String(v),
+    left: `${Math.round((v / maxHours) * 10000) / 100}%`,
+    highlight: false,
+  }))
+}
+
+/**
+ * 从后端返回的 performance 对象中计算进度条所需的全部数据。
+ *
+ * 两个页面统一调用此函数，确保进度百分比、当前档位、刻度等计算逻辑一致。
+ */
+export function buildProgressBarData(perf: Record<string, any>) {
+  // 后端返回 snake_case（CamelModel 可能已转 camelCase），兼容两种命名
+  const totalHours = perf.totalHours ?? perf.total_hours ?? 0
+  const tierNodes: number[] = perf.tierNodes ?? perf.tier_nodes ?? [0]
+  const currentTier = perf.currentTier ?? perf.current_tier ?? 0
+  const nextTierHours = perf.nextTierHours ?? perf.next_tier_hours ?? 0
+
+  const maxHours = tierNodes.length > 0 ? tierNodes[tierNodes.length - 1] : 0
+  const filledPct = maxHours > 0 ? Math.min(100, Math.round((totalHours / maxHours) * 1000) / 10) : 0
+  const clampedSparkPct = Math.max(0, Math.min(100, filledPct))
+  const remainHours = Math.max(0, nextTierHours - totalHours)
+  const ticks = buildTicks(tierNodes, maxHours)
+
+  // 段内进度（当前档位内的百分比）
+  const segStart = tierNodes[currentTier] ?? 0
+  const segEnd = tierNodes[currentTier + 1] ?? maxHours
+  const tierProgress = segEnd > segStart
+    ? Math.min(100, Math.round(((totalHours - segStart) / (segEnd - segStart)) * 100))
+    : 100
+
+  return {
+    filledPct,
+    clampedSparkPct,
+    currentTier,
+    ticks,
+    remainHours,
+    tierProgress,
+    shineDurMs: calcShineDur(filledPct),
+    sparkDurMs: SPARK_DUR_MS,
+  }
+}

apps/miniprogram/project.config.json

@@ -53,12 +53,12 @@
   "packOptions": {
     "ignore": [
       {
-        "type": "glob",
-        "value": "miniprogram/pages/task-detail-callback/**"
+        "value": "miniprogram/pages/task-detail-callback/**",
+        "type": "glob"
       },
       {
-        "type": "glob",
-        "value": "miniprogram/pages/task-detail-relationship/**"
+        "value": "miniprogram/pages/task-detail-relationship/**",
+        "type": "glob"
       }
     ],
     "include": []

apps/miniprogram/project.miniapp.json

@@ -35,7 +35,7 @@
     }
   },
   "mini-ios": {
-    "sdkVersion": "1.6.28",
+    "sdkVersion": "1.7.0",
     "toolkitVersion": "0.0.9",
     "useExtendedSdk": {
       "WeAppOpenFuns": true,
@@ -65,4 +65,4 @@
     },
     "enableOpenUrlNavigate": true
   }
-}
+}

apps/miniprogram/project.private.config.json

@@ -1,6 +1,6 @@
 {
   "description": "项目私有配置文件。此文件中的内容将覆盖 project.config.json 中的相同字段。项目的改动优先同步到此文件中。详见文档：https://developers.weixin.qq.com/miniprogram/dev/devtools/projectconfig.html",
-  "projectname": "NeoZQYY",
+  "projectname": "miniprogram",
   "setting": {
     "compileHotReLoad": true,
     "urlCheck": false,

apps/miniprogram/scripts/inspect-wechat-font.ps1

@@ -0,0 +1,32 @@
+$ErrorActionPreference = "Stop"
+
+function Write-NoBomFile {
+    param(
+        [string]$Path
+    )
+
+    if (!(Test-Path $Path)) {
+        Write-Host "SKIP: $Path (not found)"
+        return
+    }
+
+    $fullPath = (Resolve-Path $Path).Path
+    Write-Host "PROCESS: $fullPath"
+
+    $content = [System.IO.File]::ReadAllText($fullPath)
+
+    # 去掉开头可能混入的 BOM / 零宽字符
+    $content = $content.TrimStart([char]0xFEFF, [char]0x200B, [char]0x0000)
+
+    # 强制写成 UTF-8 without BOM
+    $utf8NoBom = New-Object System.Text.UTF8Encoding($false)
+    [System.IO.File]::WriteAllText($fullPath, $content, $utf8NoBom)
+
+    Write-Host "  Rewritten as UTF-8 without BOM."
+}
+
+Write-NoBomFile ".\miniprogram\miniprogram_npm\tdesign-miniprogram\icon\icon.wxss"
+Write-NoBomFile ".\node_modules\tdesign-miniprogram\miniprogram_dist\icon\icon.wxss"
+
+Write-Host ""
+Write-Host "DONE"

db/README.md

@@ -41,7 +41,7 @@ db/
 | `etl_feiqiu/schemas/meta.sql` | etl_feiqiu | meta | 3 表 |
 | `etl_feiqiu/schemas/ods.sql` | etl_feiqiu | ods | 23 表 |
 | `etl_feiqiu/schemas/dwd.sql` | etl_feiqiu | dwd | 42 表 |
-| `etl_feiqiu/schemas/core.sql` | etl_feiqiu | core | 7 表 |
+| `etl_feiqiu/schemas/core.sql` | etl_feiqiu | core | 7 表（跨平台统一维度层，由 CORE_DIM_SYNC 任务从 DWD 同步） |
 | `etl_feiqiu/schemas/dws.sql` | etl_feiqiu | dws | 38 表 |
 | `etl_feiqiu/schemas/app.sql` | etl_feiqiu | app | 仅视图 |
 | `zqyy_app/schemas/public.sql` | zqyy_app | public | 12 表 |

db/etl_feiqiu/migrations/2026-04-12__add_stat_date_to_index_tables.sql

@@ -0,0 +1,213 @@
+-- 迁移：为 3 张指数表添加 stat_date 列，改为日快照模式
+-- 目的：支持历史指数回溯和任务推演
+-- 回滚：见文件末尾
+
+BEGIN;
+
+-- ============================================================
+-- 1a. dws.dws_member_assistant_relation_index
+-- ============================================================
+
+ALTER TABLE dws.dws_member_assistant_relation_index
+  ADD COLUMN stat_date DATE;
+
+UPDATE dws.dws_member_assistant_relation_index
+  SET stat_date = (calc_time AT TIME ZONE 'Asia/Shanghai')::date;
+
+ALTER TABLE dws.dws_member_assistant_relation_index
+  ALTER COLUMN stat_date SET NOT NULL,
+  ALTER COLUMN stat_date SET DEFAULT CURRENT_DATE;
+
+-- 改唯一约束：(site_id, member_id, assistant_id) → (site_id, member_id, assistant_id, stat_date)
+ALTER TABLE dws.dws_member_assistant_relation_index
+  DROP CONSTRAINT uk_dws_member_assistant_relation_index;
+ALTER TABLE dws.dws_member_assistant_relation_index
+  ADD CONSTRAINT uk_dws_member_assistant_relation_index
+  UNIQUE (site_id, member_id, assistant_id, stat_date);
+
+-- 索引优化：去掉 calc_time 索引，加 stat_date 索引
+DROP INDEX IF EXISTS dws.idx_dws_relation_calc_time;
+CREATE INDEX idx_dws_relation_stat_date
+  ON dws.dws_member_assistant_relation_index (site_id, stat_date);
+
+-- ============================================================
+-- 1b. dws.dws_member_winback_index
+-- ============================================================
+
+ALTER TABLE dws.dws_member_winback_index
+  ADD COLUMN stat_date DATE;
+
+UPDATE dws.dws_member_winback_index
+  SET stat_date = (calc_time AT TIME ZONE 'Asia/Shanghai')::date;
+
+ALTER TABLE dws.dws_member_winback_index
+  ALTER COLUMN stat_date SET NOT NULL,
+  ALTER COLUMN stat_date SET DEFAULT CURRENT_DATE;
+
+-- 改唯一约束：(site_id, member_id) → (site_id, member_id, stat_date)
+ALTER TABLE dws.dws_member_winback_index
+  DROP CONSTRAINT uk_dws_member_winback;
+ALTER TABLE dws.dws_member_winback_index
+  ADD CONSTRAINT uk_dws_member_winback
+  UNIQUE (site_id, member_id, stat_date);
+
+CREATE INDEX idx_dws_winback_stat_date
+  ON dws.dws_member_winback_index (site_id, stat_date);
+
+-- ============================================================
+-- 1c. dws.dws_member_newconv_index
+-- ============================================================
+
+ALTER TABLE dws.dws_member_newconv_index
+  ADD COLUMN stat_date DATE;
+
+UPDATE dws.dws_member_newconv_index
+  SET stat_date = (calc_time AT TIME ZONE 'Asia/Shanghai')::date;
+
+ALTER TABLE dws.dws_member_newconv_index
+  ALTER COLUMN stat_date SET NOT NULL,
+  ALTER COLUMN stat_date SET DEFAULT CURRENT_DATE;
+
+-- 改唯一约束：(site_id, member_id) → (site_id, member_id, stat_date)
+ALTER TABLE dws.dws_member_newconv_index
+  DROP CONSTRAINT uk_dws_member_newconv;
+ALTER TABLE dws.dws_member_newconv_index
+  ADD CONSTRAINT uk_dws_member_newconv
+  UNIQUE (site_id, member_id, stat_date);
+
+CREATE INDEX idx_dws_newconv_stat_date
+  ON dws.dws_member_newconv_index (site_id, stat_date);
+
+-- ============================================================
+-- 2. 视图改造（DISTINCT ON 取最新快照，下游零改动）
+-- ============================================================
+
+-- 2a. app.v_dws_member_assistant_relation_index
+CREATE OR REPLACE VIEW app.v_dws_member_assistant_relation_index AS
+SELECT DISTINCT ON (member_id, assistant_id)
+    relation_id, site_id, tenant_id, member_id, assistant_id,
+    session_count, total_duration_minutes, basic_session_count, incentive_session_count,
+    days_since_last_session,
+    rs_f, rs_d, rs_r, rs_raw, rs_display,
+    os_share, os_label, os_rank,
+    ms_f_short, ms_f_long, ms_raw, ms_display,
+    ml_order_count, ml_allocated_amount, ml_raw, ml_display,
+    calc_time, created_at, updated_at,
+    recall_created_total, recall_completed_total,
+    follow_up_created_total, follow_up_completed_total,
+    total_created, total_completed,
+    stat_date
+FROM dws.dws_member_assistant_relation_index
+WHERE site_id = current_setting('app.current_site_id')::bigint
+ORDER BY member_id, assistant_id, stat_date DESC;
+
+-- 2b. app.v_dws_member_winback_index
+CREATE OR REPLACE VIEW app.v_dws_member_winback_index AS
+SELECT DISTINCT ON (member_id)
+    winback_id, site_id, tenant_id, member_id,
+    status, segment,
+    member_create_time, first_visit_time, last_visit_time, last_recharge_time,
+    t_v, t_r, t_a,
+    visits_14d, visits_30d, visits_60d, visits_total,
+    spend_30d, spend_180d, sv_balance, recharge_60d_amt,
+    interval_count,
+    overdue_old, drop_old, recharge_old, value_old,
+    raw_score, display_score,
+    last_wechat_touch_time, calc_time, calc_version,
+    created_at, updated_at,
+    overdue_cdf_p, ideal_interval_days, ideal_next_visit_date,
+    stat_date
+FROM dws.dws_member_winback_index
+WHERE site_id = current_setting('app.current_site_id')::bigint
+ORDER BY member_id, stat_date DESC;
+
+-- 2c. app.v_dws_member_newconv_index
+CREATE OR REPLACE VIEW app.v_dws_member_newconv_index AS
+SELECT DISTINCT ON (member_id)
+    newconv_id, site_id, tenant_id, member_id,
+    status, segment,
+    member_create_time, first_visit_time, last_visit_time, last_recharge_time,
+    t_v, t_r, t_a,
+    visits_14d, visits_30d, visits_60d, visits_total,
+    spend_30d, spend_180d, sv_balance, recharge_60d_amt,
+    interval_count,
+    need_new, salvage_new, recharge_new, value_new, welcome_new,
+    raw_score_welcome, raw_score_convert, raw_score,
+    display_score_welcome, display_score_convert, display_score,
+    last_wechat_touch_time, calc_time, calc_version,
+    created_at, updated_at,
+    stat_date
+FROM dws.dws_member_newconv_index
+WHERE site_id = current_setting('app.current_site_id')::bigint
+ORDER BY member_id, stat_date DESC;
+
+-- 2d. dws.v_member_recall_priority（UNION ALL 两支先取最新快照）
+CREATE OR REPLACE VIEW dws.v_member_recall_priority AS
+SELECT w.site_id, w.tenant_id, w.member_id,
+    'WBI'::varchar(10) AS index_type,
+    w.status, w.segment,
+    w.member_create_time, w.first_visit_time, w.last_visit_time, w.last_recharge_time,
+    w.t_v, w.t_r, w.t_a,
+    w.visits_14d, w.visits_30d, w.visits_60d, w.visits_total,
+    w.spend_30d, w.spend_180d, w.sv_balance, w.recharge_60d_amt,
+    NULL::numeric(10,4) AS need_new,
+    NULL::numeric(10,4) AS salvage_new,
+    NULL::numeric(10,4) AS recharge_new,
+    NULL::numeric(10,4) AS value_new,
+    NULL::numeric(10,4) AS welcome_new,
+    NULL::numeric(14,6) AS raw_score_welcome,
+    NULL::numeric(14,6) AS raw_score_convert,
+    w.raw_score,
+    NULL::numeric(4,2) AS display_score_welcome,
+    NULL::numeric(4,2) AS display_score_convert,
+    w.display_score,
+    w.last_wechat_touch_time,
+    w.calc_time
+FROM (
+    SELECT DISTINCT ON (site_id, member_id) *
+    FROM dws.dws_member_winback_index
+    ORDER BY site_id, member_id, stat_date DESC
+) w
+UNION ALL
+SELECT n.site_id, n.tenant_id, n.member_id,
+    'NCI'::varchar(10) AS index_type,
+    n.status, n.segment,
+    n.member_create_time, n.first_visit_time, n.last_visit_time, n.last_recharge_time,
+    n.t_v, n.t_r, n.t_a,
+    n.visits_14d, n.visits_30d, n.visits_60d, n.visits_total,
+    n.spend_30d, n.spend_180d, n.sv_balance, n.recharge_60d_amt,
+    n.need_new, n.salvage_new, n.recharge_new, n.value_new, n.welcome_new,
+    n.raw_score_welcome, n.raw_score_convert, n.raw_score,
+    n.display_score_welcome, n.display_score_convert, n.display_score,
+    n.last_wechat_touch_time,
+    n.calc_time
+FROM (
+    SELECT DISTINCT ON (site_id, member_id) *
+    FROM dws.dws_member_newconv_index
+    ORDER BY site_id, member_id, stat_date DESC
+) n;
+
+COMMIT;
+
+-- ============================================================
+-- 回滚脚本（按需手动执行，不在 BEGIN/COMMIT 内）
+-- ============================================================
+-- 删除历史快照只保留最新
+-- DELETE FROM dws.dws_member_assistant_relation_index WHERE stat_date != (SELECT MAX(stat_date) FROM dws.dws_member_assistant_relation_index);
+-- DELETE FROM dws.dws_member_winback_index WHERE stat_date != (SELECT MAX(stat_date) FROM dws.dws_member_winback_index);
+-- DELETE FROM dws.dws_member_newconv_index WHERE stat_date != (SELECT MAX(stat_date) FROM dws.dws_member_newconv_index);
+
+-- 恢复原唯一约束
+-- ALTER TABLE dws.dws_member_assistant_relation_index DROP CONSTRAINT uk_dws_member_assistant_relation_index;
+-- ALTER TABLE dws.dws_member_assistant_relation_index ADD CONSTRAINT uk_dws_member_assistant_relation_index UNIQUE (site_id, member_id, assistant_id);
+-- ALTER TABLE dws.dws_member_winback_index DROP CONSTRAINT uk_dws_member_winback;
+-- ALTER TABLE dws.dws_member_winback_index ADD CONSTRAINT uk_dws_member_winback UNIQUE (site_id, member_id);
+-- ALTER TABLE dws.dws_member_newconv_index DROP CONSTRAINT uk_dws_member_newconv;
+-- ALTER TABLE dws.dws_member_newconv_index ADD CONSTRAINT uk_dws_member_newconv UNIQUE (site_id, member_id);
+
+-- 删除 stat_date 列
+-- ALTER TABLE dws.dws_member_assistant_relation_index DROP COLUMN stat_date;
+-- ALTER TABLE dws.dws_member_winback_index DROP COLUMN stat_date;
+-- ALTER TABLE dws.dws_member_newconv_index DROP COLUMN stat_date;
+
+-- 恢复原视图（使用 gen_consolidated_ddl.py 重新生成）

db/etl_feiqiu/migrations/20260411_member_project_tag_visit_based.sql

@@ -0,0 +1,23 @@
+-- 迁移：客户项目标签改为按消费次数取数
+-- 日期：2026-04-11
+-- 说明：
+--   1. cfg_area_category 补充美洲豹赛台 → BILLIARD
+--   2. 清理旧时间窗口数据（LAST_30_DAYS / LAST_60_DAYS），
+--      下次 ETL 跑完会写入新窗口 LAST_30_VISITS
+
+BEGIN;
+
+-- 1. 补充美洲豹赛台映射（幂等：冲突则跳过）
+INSERT INTO dws.cfg_area_category
+    (source_area_name, source_table_name, category_code, category_name,
+     display_name, short_name, match_type, match_priority, is_active, sort_order, description)
+VALUES
+    ('美洲豹赛台', '美洲豹赛台', 'BILLIARD', '🎱 中式/追分',
+     '中式/追分', '🎱', 'EXACT', 10, true, 100, '美洲豹品牌赛台，归入中式台球')
+ON CONFLICT (source_area_name, COALESCE(source_table_name, '')) DO NOTHING;
+
+-- 2. 清理旧时间窗口数据（ETL 重跑后会生成新的 LAST_30_VISITS 数据）
+DELETE FROM dws.dws_member_project_tag
+WHERE time_window IN ('LAST_30_DAYS', 'LAST_60_DAYS');
+
+COMMIT;

db/etl_feiqiu/migrations/20260423__app2a_add_member_order_count.sql

@@ -0,0 +1,180 @@
+-- =============================================================
+-- Migration: 20260423__app2a_add_member_order_count.sql
+-- Purpose:   为 app2a 区域财务洞察增加 dws 层区域级会员订单数列
+-- Related:   docs/ai/app2_finance_multi_app_design.md v2 · Phase B
+-- Author:    Claude + Neo
+-- =============================================================
+--
+-- 改动说明：
+--   1. dws.dws_finance_area_daily 增加 member_order_count 列（默认 0，允许新历史数据为 0）
+--   2. 重建 RLS 视图 app.v_dws_finance_area_daily，暴露新列
+--   3. 若存在 dws.v_dws_finance_area_daily 同名镜像视图，同步重建
+--
+-- 后置依赖：
+--   - ETL loader apps/etl/connectors/feiqiu/loaders/dws_finance_area_daily.py
+--     需要同步改造：按 (area_code, stat_date) 聚合 DWD 订单时，
+--     将 is_member_order = true 的订单数合入 member_order_count
+--   - 改造前历史数据 member_order_count = 0；改造后新增数据生效
+--   - 如需历史回填：scripts/ops/backfill_area_member_order.py（本迁移不含）
+--
+-- 回滚策略：
+--   见文件末 ROLLBACK 段
+--
+-- 验证 SQL：
+--   见文件末 VERIFICATION 段
+-- =============================================================
+
+BEGIN;
+
+-- ------------------------------------------------------------
+-- Step 1: dws 层表加列
+-- ------------------------------------------------------------
+ALTER TABLE dws.dws_finance_area_daily
+  ADD COLUMN IF NOT EXISTS member_order_count integer NOT NULL DEFAULT 0;
+
+COMMENT ON COLUMN dws.dws_finance_area_daily.member_order_count IS
+  '会员订单数 (区域粒度, 从 DWD 聚合 is_member_order=true 的订单计数, 默认 0)';
+
+-- ------------------------------------------------------------
+-- Step 2: 重建 app schema 的 RLS 视图
+--   - 保留原 RLS 过滤条件 (current_setting('app.current_site_id'))
+--   - PostgreSQL 限制：CREATE OR REPLACE VIEW 仅允许末尾加列，不能中间插入
+--   - 故 member_order_count 加到末尾（逻辑归属仍为单位经济，顺序不影响语义）
+-- ------------------------------------------------------------
+CREATE OR REPLACE VIEW app.v_dws_finance_area_daily AS
+SELECT
+    id,
+    site_id,
+    tenant_id,
+    stat_date,
+    area_code,
+    table_fee_amount,
+    goods_amount,
+    assistant_pd_amount,
+    assistant_cx_amount,
+    gross_amount,
+    discount_groupbuy,
+    discount_vip,
+    discount_manual,
+    discount_gift_card,
+    discount_rounding,
+    discount_other,
+    discount_total,
+    confirmed_income,
+    cash_pay_amount,
+    cash_paper_amount,
+    scan_pay_amount,
+    groupbuy_pay_amount,
+    recharge_cash_inflow,
+    cash_inflow_total,
+    cash_outflow_total,
+    cash_balance_change,
+    card_consume_total,
+    recharge_card_consume,
+    gift_card_consume,
+    recharge_cash,
+    first_recharge_cash,
+    renewal_cash,
+    order_count,
+    created_at,
+    updated_at,
+    member_order_count  -- 新增列（PostgreSQL CREATE OR REPLACE VIEW 限制：只能末尾加）
+  FROM dws.dws_finance_area_daily
+ WHERE site_id = (current_setting('app.current_site_id'::text))::bigint;
+
+COMMENT ON VIEW app.v_dws_finance_area_daily IS
+  '区域级财务日粒度 RLS 视图 | app2a 区域财务洞察数据源 | 2026-04-23 新增 member_order_count';
+
+-- ------------------------------------------------------------
+-- Step 3: 重建 dws schema 镜像 RLS 视图
+--   (按 CLAUDE.md "RLS 视图双 Schema 规则" 要求，dws 和 app 两个 schema 的 RLS 视图必须同步)
+-- ------------------------------------------------------------
+CREATE OR REPLACE VIEW dws.v_dws_finance_area_daily AS
+SELECT
+    id,
+    site_id,
+    tenant_id,
+    stat_date,
+    area_code,
+    table_fee_amount,
+    goods_amount,
+    assistant_pd_amount,
+    assistant_cx_amount,
+    gross_amount,
+    discount_groupbuy,
+    discount_vip,
+    discount_manual,
+    discount_gift_card,
+    discount_rounding,
+    discount_other,
+    discount_total,
+    confirmed_income,
+    cash_pay_amount,
+    cash_paper_amount,
+    scan_pay_amount,
+    groupbuy_pay_amount,
+    recharge_cash_inflow,
+    cash_inflow_total,
+    cash_outflow_total,
+    cash_balance_change,
+    card_consume_total,
+    recharge_card_consume,
+    gift_card_consume,
+    recharge_cash,
+    first_recharge_cash,
+    renewal_cash,
+    order_count,
+    created_at,
+    updated_at,
+    member_order_count  -- 新增列（PostgreSQL CREATE OR REPLACE VIEW 限制：只能末尾加）
+  FROM dws.dws_finance_area_daily
+ WHERE site_id = (current_setting('app.current_site_id'::text))::bigint;
+
+COMMENT ON VIEW dws.v_dws_finance_area_daily IS
+  '区域级财务日粒度 RLS 视图 (dws schema 镜像) | 与 app.v_dws_finance_area_daily 双 schema 规则要求下同步';
+
+COMMIT;
+
+-- =============================================================
+-- VERIFICATION (事后手工执行)
+-- =============================================================
+-- 1. 列存在性
+--   SELECT column_name, data_type, column_default, is_nullable
+--     FROM information_schema.columns
+--    WHERE table_schema = 'dws'
+--      AND table_name = 'dws_finance_area_daily'
+--      AND column_name = 'member_order_count';
+--   -- 期望: 1 行, integer, 0, NO
+--
+-- 2. 视图暴露新列
+--   SELECT column_name
+--     FROM information_schema.columns
+--    WHERE table_schema = 'app'
+--      AND table_name = 'v_dws_finance_area_daily'
+--      AND column_name = 'member_order_count';
+--   -- 期望: 1 行
+--
+-- 3. 数据校验 (ETL loader 改造并跑一次后执行)
+--   SET app.current_site_id = <测试门店 ID>;
+--   SELECT s.site_id,
+--          s.stat_date,
+--          s.member_order_count              AS full_store_member_orders,
+--          COALESCE(SUM(a.member_order_count), 0) AS sum_area_member_orders,
+--          s.member_order_count - COALESCE(SUM(a.member_order_count), 0) AS diff
+--     FROM app.v_dws_finance_daily_summary s
+--     LEFT JOIN app.v_dws_finance_area_daily a
+--       ON s.site_id = a.site_id AND s.stat_date = a.stat_date
+--    WHERE s.stat_date >= CURRENT_DATE - INTERVAL '7 days'
+--    GROUP BY s.site_id, s.stat_date, s.member_order_count
+--   HAVING s.member_order_count <> COALESCE(SUM(a.member_order_count), 0);
+--   -- 期望: 0 行 (全店会员订单数 = 区域之和)
+
+-- =============================================================
+-- ROLLBACK
+-- =============================================================
+-- BEGIN;
+-- DROP VIEW IF EXISTS app.v_dws_finance_area_daily CASCADE;
+-- DROP VIEW IF EXISTS dws.v_dws_finance_area_daily CASCADE;
+-- ALTER TABLE dws.dws_finance_area_daily DROP COLUMN IF EXISTS member_order_count;
+-- -- 重新 CREATE VIEW app.v_dws_finance_area_daily (不含新列) - 从 db/etl_feiqiu/schemas/app.sql:714 复制
+-- COMMIT;

db/etl_feiqiu/schemas/app.sql

@@ -1,6 +1,6 @@
 -- =============================================================================
 -- etl_feiqiu / app（RLS 视图层）
--- 生成日期：2026-04-06
+-- 生成日期：2026-04-12
 -- 来源：测试库（通过脚本自动导出）
 -- =============================================================================
 
@@ -439,10 +439,8 @@ SELECT table_fee_log_id,
   WHERE (site_id = (current_setting('app.current_site_id'::text))::bigint);
 ;
 
--- CHANGE 2026-04-08 | DISTINCT ON 只取每对 (assistant, member) 最新快照
 CREATE OR REPLACE VIEW app.v_dws_assistant_customer_stats AS
-SELECT DISTINCT ON (assistant_id, member_id)
-    id,
+SELECT DISTINCT ON (assistant_id, member_id) id,
     site_id,
     tenant_id,
     assistant_id,
@@ -946,7 +944,7 @@ SELECT intimacy_id,
 ;
 
 CREATE OR REPLACE VIEW app.v_dws_member_assistant_relation_index AS
-SELECT relation_id,
+SELECT DISTINCT ON (member_id, assistant_id) relation_id,
     site_id,
     tenant_id,
     member_id,
@@ -974,15 +972,21 @@ SELECT relation_id,
     ml_display,
     calc_time,
     created_at,
-    updated_at
+    updated_at,
+    recall_created_total,
+    recall_completed_total,
+    follow_up_created_total,
+    follow_up_completed_total,
+    total_created,
+    total_completed,
+    stat_date
    FROM dws.dws_member_assistant_relation_index
-  WHERE (site_id = (current_setting('app.current_site_id'::text))::bigint);
+  WHERE (site_id = (current_setting('app.current_site_id'::text))::bigint)
+  ORDER BY member_id, assistant_id, stat_date DESC;
 ;
 
--- CHANGE 2026-04-08 | DISTINCT ON 只取每个会员最新快照，避免多 stat_date 行膨胀
 CREATE OR REPLACE VIEW app.v_dws_member_consumption_summary AS
-SELECT DISTINCT ON (member_id)
-    id,
+SELECT DISTINCT ON (member_id) id,
     site_id,
     tenant_id,
     member_id,
@@ -1034,7 +1038,7 @@ SELECT DISTINCT ON (member_id)
 ;
 
 CREATE OR REPLACE VIEW app.v_dws_member_newconv_index AS
-SELECT newconv_id,
+SELECT DISTINCT ON (member_id) newconv_id,
     site_id,
     tenant_id,
     member_id,
@@ -1071,9 +1075,11 @@ SELECT newconv_id,
     calc_time,
     calc_version,
     created_at,
-    updated_at
+    updated_at,
+    stat_date
    FROM dws.dws_member_newconv_index
-  WHERE (site_id = (current_setting('app.current_site_id'::text))::bigint);
+  WHERE (site_id = (current_setting('app.current_site_id'::text))::bigint)
+  ORDER BY member_id, stat_date DESC;
 ;
 
 CREATE OR REPLACE VIEW app.v_dws_member_project_tag AS
@@ -1160,7 +1166,7 @@ SELECT id,
 ;
 
 CREATE OR REPLACE VIEW app.v_dws_member_winback_index AS
-SELECT winback_id,
+SELECT DISTINCT ON (member_id) winback_id,
     site_id,
     tenant_id,
     member_id,
@@ -1195,9 +1201,11 @@ SELECT winback_id,
     updated_at,
     overdue_cdf_p,
     ideal_interval_days,
-    ideal_next_visit_date
+    ideal_next_visit_date,
+    stat_date
    FROM dws.dws_member_winback_index
-  WHERE (site_id = (current_setting('app.current_site_id'::text))::bigint);
+  WHERE (site_id = (current_setting('app.current_site_id'::text))::bigint)
+  ORDER BY member_id, stat_date DESC;
 ;
 
 CREATE OR REPLACE VIEW app.v_dws_order_summary AS

db/etl_feiqiu/schemas/core.sql

@@ -1,7 +1,11 @@
 -- =============================================================================
--- etl_feiqiu / core（跨门店标准化维度/事实）
+-- etl_feiqiu / core（跨平台统一维度/事实层）
 -- 生成日期：2026-04-06
 -- 来源：测试库（通过脚本自动导出）
+--
+-- 定位：屏蔽 ODS/DWD 多数据源差异，输出标准化维度和事实。
+-- DWS/app 层只依赖 core，不直接查 DWD。
+-- 当前数据源：飞球（dwd.*），后续可接入美团、抖音等。
 -- =============================================================================
 
 CREATE SCHEMA IF NOT EXISTS core;

db/etl_feiqiu/schemas/dwd.sql

@@ -695,7 +695,13 @@ CREATE TABLE dwd.dwd_groupbuy_redemption (
     ledger_name character varying(128),
     create_time timestamp with time zone,
     member_discount_money numeric(18,2),
-    coupon_sale_id bigint
+    coupon_sale_id bigint,
+    mt_settlement_price numeric(14,2),
+    mt_gross_income numeric(14,2),
+    mt_service_fee numeric(14,2),
+    mt_marketing_fee numeric(14,2),
+    mt_other_adjust numeric(14,2),
+    mt_import_time timestamp with time zone
 );
 
 CREATE TABLE dwd.dwd_groupbuy_redemption_ex (

db/etl_feiqiu/schemas/dws.sql

@@ -1,6 +1,6 @@
 -- =============================================================================
 -- etl_feiqiu / dws（汇总数据层）
--- 生成日期：2026-04-06
+-- 生成日期：2026-04-12
 -- 来源：测试库（通过脚本自动导出）
 -- =============================================================================
 
@@ -722,7 +722,8 @@ CREATE TABLE dws.dws_member_assistant_relation_index (
     follow_up_created_total integer DEFAULT 0 NOT NULL,
     follow_up_completed_total integer DEFAULT 0 NOT NULL,
     total_created integer DEFAULT 0 NOT NULL,
-    total_completed integer DEFAULT 0 NOT NULL
+    total_completed integer DEFAULT 0 NOT NULL,
+    stat_date date DEFAULT CURRENT_DATE NOT NULL
 );
 
 CREATE TABLE dws.dws_member_consumption_summary (
@@ -789,7 +790,6 @@ CREATE TABLE dws.dws_member_newconv_index (
     t_r numeric(6,2),
     t_a numeric(6,2),
     visits_14d integer DEFAULT 0 NOT NULL,
-    visits_30d integer DEFAULT 0 NOT NULL,
     visits_60d integer DEFAULT 0 NOT NULL,
     visits_total integer DEFAULT 0 NOT NULL,
     spend_30d numeric(14,2) DEFAULT 0 NOT NULL,
@@ -812,7 +812,9 @@ CREATE TABLE dws.dws_member_newconv_index (
     calc_time timestamp with time zone DEFAULT now() NOT NULL,
     calc_version integer DEFAULT 1 NOT NULL,
     created_at timestamp with time zone DEFAULT now() NOT NULL,
-    updated_at timestamp with time zone DEFAULT now() NOT NULL
+    updated_at timestamp with time zone DEFAULT now() NOT NULL,
+    visits_30d integer DEFAULT 0 NOT NULL,
+    stat_date date DEFAULT CURRENT_DATE NOT NULL
 );
 
 CREATE TABLE dws.dws_member_project_tag (
@@ -908,7 +910,6 @@ CREATE TABLE dws.dws_member_winback_index (
     t_r numeric(6,2),
     t_a numeric(6,2),
     visits_14d integer DEFAULT 0 NOT NULL,
-    visits_30d integer DEFAULT 0 NOT NULL,
     visits_60d integer DEFAULT 0 NOT NULL,
     visits_total integer DEFAULT 0 NOT NULL,
     spend_30d numeric(14,2) DEFAULT 0 NOT NULL,
@@ -929,7 +930,9 @@ CREATE TABLE dws.dws_member_winback_index (
     updated_at timestamp with time zone DEFAULT now() NOT NULL,
     overdue_cdf_p numeric(10,4),
     ideal_interval_days numeric(10,2),
-    ideal_next_visit_date date
+    ideal_next_visit_date date,
+    visits_30d integer DEFAULT 0 NOT NULL,
+    stat_date date DEFAULT CURRENT_DATE NOT NULL
 );
 
 CREATE TABLE dws.dws_ml_manual_order_alloc (
@@ -1093,18 +1096,18 @@ ALTER TABLE dws.dws_index_percentile_history ADD CONSTRAINT uk_dws_index_percent
 ALTER TABLE dws.dws_member_assistant_intimacy ADD CONSTRAINT dws_member_assistant_intimacy_pkey PRIMARY KEY (intimacy_id);
 ALTER TABLE dws.dws_member_assistant_intimacy ADD CONSTRAINT uk_dws_member_assistant_intimacy UNIQUE (site_id, member_id, assistant_id);
 ALTER TABLE dws.dws_member_assistant_relation_index ADD CONSTRAINT dws_member_assistant_relation_index_pkey PRIMARY KEY (relation_id);
-ALTER TABLE dws.dws_member_assistant_relation_index ADD CONSTRAINT uk_dws_member_assistant_relation_index UNIQUE (site_id, member_id, assistant_id);
+ALTER TABLE dws.dws_member_assistant_relation_index ADD CONSTRAINT uk_dws_member_assistant_relation_index UNIQUE (site_id, member_id, assistant_id, stat_date);
 ALTER TABLE dws.dws_member_consumption_summary ADD CONSTRAINT dws_member_consumption_summary_pkey PRIMARY KEY (id);
 ALTER TABLE dws.dws_member_consumption_summary ADD CONSTRAINT uk_dws_member_consumption UNIQUE (site_id, member_id, stat_date);
 ALTER TABLE dws.dws_member_newconv_index ADD CONSTRAINT dws_member_newconv_index_pkey PRIMARY KEY (newconv_id);
-ALTER TABLE dws.dws_member_newconv_index ADD CONSTRAINT uk_dws_member_newconv UNIQUE (site_id, member_id);
+ALTER TABLE dws.dws_member_newconv_index ADD CONSTRAINT uk_dws_member_newconv UNIQUE (site_id, member_id, stat_date);
 ALTER TABLE dws.dws_member_project_tag ADD CONSTRAINT pk_dws_member_project_tag PRIMARY KEY (id);
 ALTER TABLE dws.dws_member_project_tag ADD CONSTRAINT uk_dws_member_project_tag UNIQUE (site_id, member_id, time_window, category_code);
 ALTER TABLE dws.dws_member_spending_power_index ADD CONSTRAINT dws_member_spending_power_index_pkey PRIMARY KEY (spi_id);
 ALTER TABLE dws.dws_member_visit_detail ADD CONSTRAINT dws_member_visit_detail_pkey PRIMARY KEY (id);
 ALTER TABLE dws.dws_member_visit_detail ADD CONSTRAINT uk_dws_member_visit UNIQUE (site_id, member_id, order_settle_id);
 ALTER TABLE dws.dws_member_winback_index ADD CONSTRAINT dws_member_winback_index_pkey PRIMARY KEY (winback_id);
-ALTER TABLE dws.dws_member_winback_index ADD CONSTRAINT uk_dws_member_winback UNIQUE (site_id, member_id);
+ALTER TABLE dws.dws_member_winback_index ADD CONSTRAINT uk_dws_member_winback UNIQUE (site_id, member_id, stat_date);
 ALTER TABLE dws.dws_ml_manual_order_alloc ADD CONSTRAINT dws_ml_manual_order_alloc_pkey PRIMARY KEY (alloc_id);
 ALTER TABLE dws.dws_ml_manual_order_alloc ADD CONSTRAINT uk_dws_ml_manual_order_alloc UNIQUE (site_id, external_id, assistant_id);
 ALTER TABLE dws.dws_ml_manual_order_source ADD CONSTRAINT dws_ml_manual_order_source_pkey PRIMARY KEY (source_id);
@@ -1164,12 +1167,13 @@ CREATE INDEX idx_dws_percentile_history ON dws.dws_index_percentile_history USIN
 CREATE INDEX idx_dws_intimacy_assistant ON dws.dws_member_assistant_intimacy USING btree (site_id, assistant_id, display_score DESC);
 CREATE INDEX idx_dws_intimacy_member ON dws.dws_member_assistant_intimacy USING btree (site_id, member_id, display_score DESC);
 CREATE INDEX idx_dws_relation_assistant ON dws.dws_member_assistant_relation_index USING btree (site_id, assistant_id, rs_display DESC);
-CREATE INDEX idx_dws_relation_calc_time ON dws.dws_member_assistant_relation_index USING btree (calc_time);
 CREATE INDEX idx_dws_relation_member ON dws.dws_member_assistant_relation_index USING btree (site_id, member_id, os_share DESC);
+CREATE INDEX idx_dws_relation_stat_date ON dws.dws_member_assistant_relation_index USING btree (site_id, stat_date);
 CREATE INDEX idx_dws_member_consumption_date ON dws.dws_member_consumption_summary USING btree (stat_date);
 CREATE INDEX idx_dws_member_consumption_member ON dws.dws_member_consumption_summary USING btree (member_id, stat_date);
 CREATE INDEX idx_dws_member_consumption_tier ON dws.dws_member_consumption_summary USING btree (customer_tier);
 CREATE INDEX idx_dws_newconv_display ON dws.dws_member_newconv_index USING btree (site_id, display_score DESC);
+CREATE INDEX idx_dws_newconv_stat_date ON dws.dws_member_newconv_index USING btree (site_id, stat_date);
 CREATE INDEX idx_mpt_site_window_tagged ON dws.dws_member_project_tag USING btree (site_id, time_window) WHERE (is_tagged = true);
 CREATE INDEX idx_spi_display_score ON dws.dws_member_spending_power_index USING btree (site_id, display_score DESC);
 CREATE UNIQUE INDEX idx_spi_site_member ON dws.dws_member_spending_power_index USING btree (site_id, member_id);
@@ -1177,6 +1181,7 @@ CREATE INDEX idx_dws_member_visit_date ON dws.dws_member_visit_detail USING btre
 CREATE INDEX idx_dws_member_visit_member ON dws.dws_member_visit_detail USING btree (member_id, visit_date);
 CREATE INDEX idx_dws_member_visit_order ON dws.dws_member_visit_detail USING btree (order_settle_id);
 CREATE INDEX idx_dws_winback_display ON dws.dws_member_winback_index USING btree (site_id, display_score DESC);
+CREATE INDEX idx_dws_winback_stat_date ON dws.dws_member_winback_index USING btree (site_id, stat_date);
 CREATE INDEX idx_dws_ml_alloc_member_assistant ON dws.dws_ml_manual_order_alloc USING btree (site_id, member_id, assistant_id);
 CREATE INDEX idx_dws_ml_alloc_scope ON dws.dws_ml_manual_order_alloc USING btree (site_id, biz_date);
 CREATE INDEX idx_dws_ml_source_external ON dws.dws_ml_manual_order_source USING btree (site_id, external_id);
@@ -1285,27 +1290,27 @@ SELECT id,
 ;
 
 CREATE OR REPLACE VIEW dws.v_member_recall_priority AS
-SELECT dws_member_winback_index.site_id,
-    dws_member_winback_index.tenant_id,
-    dws_member_winback_index.member_id,
+SELECT w.site_id,
+    w.tenant_id,
+    w.member_id,
     'WBI'::character varying(10) AS index_type,
-    dws_member_winback_index.status,
-    dws_member_winback_index.segment,
-    dws_member_winback_index.member_create_time,
-    dws_member_winback_index.first_visit_time,
-    dws_member_winback_index.last_visit_time,
-    dws_member_winback_index.last_recharge_time,
-    dws_member_winback_index.t_v,
-    dws_member_winback_index.t_r,
-    dws_member_winback_index.t_a,
-    dws_member_winback_index.visits_14d,
-    dws_member_winback_index.visits_30d,
-    dws_member_winback_index.visits_60d,
-    dws_member_winback_index.visits_total,
-    dws_member_winback_index.spend_30d,
-    dws_member_winback_index.spend_180d,
-    dws_member_winback_index.sv_balance,
-    dws_member_winback_index.recharge_60d_amt,
+    w.status,
+    w.segment,
+    w.member_create_time,
+    w.first_visit_time,
+    w.last_visit_time,
+    w.last_recharge_time,
+    w.t_v,
+    w.t_r,
+    w.t_a,
+    w.visits_14d,
+    w.visits_30d,
+    w.visits_60d,
+    w.visits_total,
+    w.spend_30d,
+    w.spend_180d,
+    w.sv_balance,
+    w.recharge_60d_amt,
     NULL::numeric(10,4) AS need_new,
     NULL::numeric(10,4) AS salvage_new,
     NULL::numeric(10,4) AS recharge_new,
@@ -1313,49 +1318,127 @@ SELECT dws_member_winback_index.site_id,
     NULL::numeric(10,4) AS welcome_new,
     NULL::numeric(14,6) AS raw_score_welcome,
     NULL::numeric(14,6) AS raw_score_convert,
-    dws_member_winback_index.raw_score,
+    w.raw_score,
     NULL::numeric(4,2) AS display_score_welcome,
     NULL::numeric(4,2) AS display_score_convert,
-    dws_member_winback_index.display_score,
-    dws_member_winback_index.last_wechat_touch_time,
-    dws_member_winback_index.calc_time
-   FROM dws.dws_member_winback_index
+    w.display_score,
+    w.last_wechat_touch_time,
+    w.calc_time
+   FROM ( SELECT DISTINCT ON (dws_member_winback_index.site_id, dws_member_winback_index.member_id) dws_member_winback_index.winback_id,
+            dws_member_winback_index.site_id,
+            dws_member_winback_index.tenant_id,
+            dws_member_winback_index.member_id,
+            dws_member_winback_index.status,
+            dws_member_winback_index.segment,
+            dws_member_winback_index.member_create_time,
+            dws_member_winback_index.first_visit_time,
+            dws_member_winback_index.last_visit_time,
+            dws_member_winback_index.last_recharge_time,
+            dws_member_winback_index.t_v,
+            dws_member_winback_index.t_r,
+            dws_member_winback_index.t_a,
+            dws_member_winback_index.visits_14d,
+            dws_member_winback_index.visits_60d,
+            dws_member_winback_index.visits_total,
+            dws_member_winback_index.spend_30d,
+            dws_member_winback_index.spend_180d,
+            dws_member_winback_index.sv_balance,
+            dws_member_winback_index.recharge_60d_amt,
+            dws_member_winback_index.interval_count,
+            dws_member_winback_index.overdue_old,
+            dws_member_winback_index.drop_old,
+            dws_member_winback_index.recharge_old,
+            dws_member_winback_index.value_old,
+            dws_member_winback_index.raw_score,
+            dws_member_winback_index.display_score,
+            dws_member_winback_index.last_wechat_touch_time,
+            dws_member_winback_index.calc_time,
+            dws_member_winback_index.calc_version,
+            dws_member_winback_index.created_at,
+            dws_member_winback_index.updated_at,
+            dws_member_winback_index.overdue_cdf_p,
+            dws_member_winback_index.ideal_interval_days,
+            dws_member_winback_index.ideal_next_visit_date,
+            dws_member_winback_index.visits_30d,
+            dws_member_winback_index.stat_date
+           FROM dws.dws_member_winback_index
+          ORDER BY dws_member_winback_index.site_id, dws_member_winback_index.member_id, dws_member_winback_index.stat_date DESC) w
 UNION ALL
- SELECT dws_member_newconv_index.site_id,
-    dws_member_newconv_index.tenant_id,
-    dws_member_newconv_index.member_id,
+ SELECT n.site_id,
+    n.tenant_id,
+    n.member_id,
     'NCI'::character varying(10) AS index_type,
-    dws_member_newconv_index.status,
-    dws_member_newconv_index.segment,
-    dws_member_newconv_index.member_create_time,
-    dws_member_newconv_index.first_visit_time,
-    dws_member_newconv_index.last_visit_time,
-    dws_member_newconv_index.last_recharge_time,
-    dws_member_newconv_index.t_v,
-    dws_member_newconv_index.t_r,
-    dws_member_newconv_index.t_a,
-    dws_member_newconv_index.visits_14d,
-    dws_member_newconv_index.visits_30d,
-    dws_member_newconv_index.visits_60d,
-    dws_member_newconv_index.visits_total,
-    dws_member_newconv_index.spend_30d,
-    dws_member_newconv_index.spend_180d,
-    dws_member_newconv_index.sv_balance,
-    dws_member_newconv_index.recharge_60d_amt,
-    dws_member_newconv_index.need_new,
-    dws_member_newconv_index.salvage_new,
-    dws_member_newconv_index.recharge_new,
-    dws_member_newconv_index.value_new,
-    dws_member_newconv_index.welcome_new,
-    dws_member_newconv_index.raw_score_welcome,
-    dws_member_newconv_index.raw_score_convert,
-    dws_member_newconv_index.raw_score,
-    dws_member_newconv_index.display_score_welcome,
-    dws_member_newconv_index.display_score_convert,
-    dws_member_newconv_index.display_score,
-    dws_member_newconv_index.last_wechat_touch_time,
-    dws_member_newconv_index.calc_time
-   FROM dws.dws_member_newconv_index;
+    n.status,
+    n.segment,
+    n.member_create_time,
+    n.first_visit_time,
+    n.last_visit_time,
+    n.last_recharge_time,
+    n.t_v,
+    n.t_r,
+    n.t_a,
+    n.visits_14d,
+    n.visits_30d,
+    n.visits_60d,
+    n.visits_total,
+    n.spend_30d,
+    n.spend_180d,
+    n.sv_balance,
+    n.recharge_60d_amt,
+    n.need_new,
+    n.salvage_new,
+    n.recharge_new,
+    n.value_new,
+    n.welcome_new,
+    n.raw_score_welcome,
+    n.raw_score_convert,
+    n.raw_score,
+    n.display_score_welcome,
+    n.display_score_convert,
+    n.display_score,
+    n.last_wechat_touch_time,
+    n.calc_time
+   FROM ( SELECT DISTINCT ON (dws_member_newconv_index.site_id, dws_member_newconv_index.member_id) dws_member_newconv_index.newconv_id,
+            dws_member_newconv_index.site_id,
+            dws_member_newconv_index.tenant_id,
+            dws_member_newconv_index.member_id,
+            dws_member_newconv_index.status,
+            dws_member_newconv_index.segment,
+            dws_member_newconv_index.member_create_time,
+            dws_member_newconv_index.first_visit_time,
+            dws_member_newconv_index.last_visit_time,
+            dws_member_newconv_index.last_recharge_time,
+            dws_member_newconv_index.t_v,
+            dws_member_newconv_index.t_r,
+            dws_member_newconv_index.t_a,
+            dws_member_newconv_index.visits_14d,
+            dws_member_newconv_index.visits_60d,
+            dws_member_newconv_index.visits_total,
+            dws_member_newconv_index.spend_30d,
+            dws_member_newconv_index.spend_180d,
+            dws_member_newconv_index.sv_balance,
+            dws_member_newconv_index.recharge_60d_amt,
+            dws_member_newconv_index.interval_count,
+            dws_member_newconv_index.need_new,
+            dws_member_newconv_index.salvage_new,
+            dws_member_newconv_index.recharge_new,
+            dws_member_newconv_index.value_new,
+            dws_member_newconv_index.welcome_new,
+            dws_member_newconv_index.raw_score_welcome,
+            dws_member_newconv_index.raw_score_convert,
+            dws_member_newconv_index.raw_score,
+            dws_member_newconv_index.display_score_welcome,
+            dws_member_newconv_index.display_score_convert,
+            dws_member_newconv_index.display_score,
+            dws_member_newconv_index.last_wechat_touch_time,
+            dws_member_newconv_index.calc_time,
+            dws_member_newconv_index.calc_version,
+            dws_member_newconv_index.created_at,
+            dws_member_newconv_index.updated_at,
+            dws_member_newconv_index.visits_30d,
+            dws_member_newconv_index.stat_date
+           FROM dws.dws_member_newconv_index
+          ORDER BY dws_member_newconv_index.site_id, dws_member_newconv_index.member_id, dws_member_newconv_index.stat_date DESC) n;
 ;
 
 -- 物化视图

db/zqyy_app/migrations/20260423__ai_cache_allow_app2a.sql

@@ -0,0 +1,70 @@
+-- =============================================================
+-- Migration: 20260423__ai_cache_allow_app2a.sql
+-- Purpose:   放开 biz.ai_cache.chk_ai_cache_type CHECK 约束，
+--            允许新 cache_type 'app2a_finance_area'（app2a 区域财务洞察）
+-- Related:   docs/ai/app2_finance_multi_app_design.md v2 · Phase F
+-- Author:    Claude + Neo
+-- =============================================================
+--
+-- 改动说明：
+--   1. DROP 旧 CHECK 约束 chk_ai_cache_type
+--   2. CREATE 新 CHECK 约束，加入 'app2a_finance_area' 值
+--
+-- 兼容性：
+--   - 旧 cache_type 值全部保留，仅新增一个允许值
+--   - 无需数据迁移
+--
+-- 回滚策略：
+--   见文件末 ROLLBACK 段
+--
+-- 验证 SQL：
+--   见文件末 VERIFICATION 段
+-- =============================================================
+
+BEGIN;
+
+-- 1. DROP 旧约束
+ALTER TABLE biz.ai_cache DROP CONSTRAINT IF EXISTS chk_ai_cache_type;
+
+-- 2. CREATE 新约束（加入 app2a_finance_area）
+ALTER TABLE biz.ai_cache ADD CONSTRAINT chk_ai_cache_type
+  CHECK (cache_type IN (
+    'app2_finance',
+    'app2a_finance_area',  -- 2026-04-23 新增（区域财务洞察 · 64 组合）
+    'app3_clue',
+    'app4_analysis',
+    'app5_tactics',
+    'app6_note_analysis',
+    'app7_customer_analysis',
+    'app8_clue_consolidated'
+  ));
+
+COMMIT;
+
+-- =============================================================
+-- VERIFICATION（事后手工执行）
+-- =============================================================
+-- 1. 约束允许值检查
+--   SELECT pg_get_constraintdef(oid)
+--     FROM pg_constraint
+--    WHERE conname = 'chk_ai_cache_type';
+--   -- 期望：返回的 CHECK 里包含 'app2a_finance_area'
+--
+-- 2. 插入新 cache_type 应成功
+--   INSERT INTO biz.ai_cache (cache_type, site_id, target_id, result_json, status, expires_at)
+--   VALUES ('app2a_finance_area', 1, 'test__all', '{}', 'valid', NOW() + INTERVAL '1 day');
+--   -- 期望：成功插入
+--   DELETE FROM biz.ai_cache WHERE cache_type = 'app2a_finance_area' AND site_id = 1 AND target_id = 'test__all';
+
+-- =============================================================
+-- ROLLBACK
+-- =============================================================
+-- BEGIN;
+-- ALTER TABLE biz.ai_cache DROP CONSTRAINT IF EXISTS chk_ai_cache_type;
+-- ALTER TABLE biz.ai_cache ADD CONSTRAINT chk_ai_cache_type
+--   CHECK (cache_type IN (
+--     'app2_finance', 'app3_clue', 'app4_analysis', 'app5_tactics',
+--     'app6_note_analysis', 'app7_customer_analysis', 'app8_clue_consolidated'
+--   ));
+-- COMMIT;
+-- 注：回滚前必须先 DELETE 所有 cache_type = 'app2a_finance_area' 的记录，否则 CHECK 会失败

docs/README.md

@@ -148,7 +148,7 @@ cd apps/etl/connectors/feiqiu && python -m cli.main --dry-run --tasks DWD_LOAD_F
 
 # 测试
 cd apps/etl/connectors/feiqiu && pytest tests/unit
-cd C:\NeoZQYY && pytest tests/ -v
+cd C:\Project\NeoZQYY && pytest tests/ -v
 ```
 
 ## 文件归属规则