docs: define actionable workbench

coverage/ontology-coverage-audit.md

@@ -3,7 +3,7 @@
 > 本体条目 ↔ 文档章节 ↔ 代码路径 ↔ 测试用例 三方对齐审计。
 > 证据强度：`anchored`（三处对齐）/ `documented`（仅文档）/ `implemented`（仅代码）/ `gap`（缺失）。
 >
-> **刷新时间**：2026-08-01（BusinessEvent 落库、工作台事件漏斗、StoreCustomer 主档与身份语义收口后刷新）
+> **刷新时间**：2026-08-01（BusinessEvent、StoreCustomer、身份语义与工作台行动聚合收口后刷新）
 
 ## 审计方法
 
@@ -125,7 +125,7 @@ python3 docs/graph/audit_drift.py
 | ID | 类型 | 用途 |
 |----|------|------|
 | `entity:admin_console` | Entity | Web 管理端壳 |
-| `entity:workbench` / `workbench_todo_item` | Entity | 今日工作台与待办；报告事件漏斗已 anchored |
+| `entity:workbench` / `workbench_todo_item` | Entity | 服务端准确行动聚合、低敏预览与报告事件漏斗均 anchored |
 | `entity:store_customer` | Entity | 门店客户稳定主档（非会员卡） |
 | `action:view_workbench` 等 8 个 admin_* | Action | 工作台/列表/设置/排班 |
 | `rule:BR-ADMIN-001`…`004` | Rule | 角色、店范围、内部字段、范围闸门 |

graph/ontology.jsonl

@@ -202,15 +202,15 @@
 {"id":"rel:br_int_001_applies","type":"Relation","subject":"rule:BR-INT-001","predicate":"APPLIES_TO","object":"action:get_report_suggestion","domain":"service_type","evidence":"anchored"}
 {"id":"rel:br_store_003_applies","type":"Relation","subject":"rule:BR-STORE-003","predicate":"APPLIES_TO","object":"action:get_store","domain":"store","evidence":"anchored"}
 {"id":"entity:admin_console","type":"Entity","name":"AdminConsole","nameZh":"门店 Web 管理后台","domain":"admin","jpa":false,"fields":["surface","navModules","storeScope","roleGate"],"systems":["Store Admin FE","Backend Core"],"code":"","doc":"docs/ontology/objects.md#entity:admin_console","test":"","evidence":"documented","note":"Phase A 产品预录入；独立 Web 端，与 uni-app 小程序并存。对标宠老板「店铺概况」入口，不做收银/库存。详见 docs/门店管理后台升级方案-对标宠老板.md","status":"planned"}
-{"id":"entity:workbench","type":"Entity","name":"Workbench","nameZh":"今日工作台","domain":"admin","jpa":false,"fields":["todayAppointmentCount","todayDoneCount","pendingLeadCount","highlightFailedCount","todoItems","reportFunnel","anomalyList"],"systems":["Store Admin FE","Backend Core","Report Media Backend"],"code":"admin/src/views/WorkbenchView.vue; backend/src/main/java/com/petstore/service/AdminBusinessEventService.java","doc":"docs/ontology/objects.md#entity:workbench","test":"AdminBusinessEventServiceTest","evidence":"anchored","note":"登录落点；待办复用现有接口，报告提交/打开/留资来自 BusinessEvent；发送与转预约未跟踪时显示未知。","status":"implemented"}
+{"id":"entity:workbench","type":"Entity","name":"Workbench","nameZh":"今日行动工作台","domain":"admin","jpa":false,"fields":["todayAppointmentCount","todayDoneCount","overdueAppointmentCount","inServiceCount","upcomingTodayCount","highlightAnomalyCount","dueFollowUpCount","actionGroups","reportFunnel"],"systems":["Store Admin FE","Backend Core","Report Media Backend"],"code":"admin/src/views/WorkbenchView.vue; backend/src/main/java/com/petstore/service/AdminWorkbenchService.java; backend/src/main/java/com/petstore/service/AdminBusinessEventService.java","doc":"docs/ontology/objects.md#entity:workbench","test":"AdminWorkbenchServiceTest; AdminBusinessEventServiceTest","evidence":"anchored","note":"服务端按完整本店数据准确聚合行动；每组最多 3 条低敏预览；报告发送与转预约未跟踪时显示未知。","status":"implemented"}
-{"id":"entity:workbench_todo_item","type":"Entity","name":"WorkbenchTodoItem","nameZh":"工作台待办项","domain":"admin","jpa":false,"fields":["kind","count","drilldownAction","filter"],"systems":["Store Admin FE"],"code":"","doc":"docs/ontology/objects.md#entity:workbench_todo_item","test":"","evidence":"documented","note":"kind: today_appointments | pending_report | highlight_anomaly | pending_lead","status":"planned"}
+{"id":"entity:workbench_todo_item","type":"Entity","name":"WorkbenchTodoItem","nameZh":"工作台行动组","domain":"admin","jpa":false,"fields":["kind","urgency","count","items","drilldownAction","filter"],"systems":["Store Admin FE","Backend Core"],"code":"backend/src/main/java/com/petstore/service/AdminWorkbenchService.java; admin/src/views/WorkbenchView.vue","doc":"docs/ontology/objects.md#entity:workbench_todo_item","test":"AdminWorkbenchServiceTest","evidence":"anchored","note":"kind: overdue_appointment | in_service | upcoming_today | highlight_anomaly | follow_up_due；items 不含手机号/token/媒体 URL","status":"implemented"}
 {"id":"entity:store_customer","type":"Entity","name":"StoreCustomer","nameZh":"门店客户主档（瘦身）","domain":"admin","jpa":true,"fields":["id","store_id","customer_user_id","phone","display_name","source","first_contact_at","last_contact_at","create_time","update_time","deleted"],"systems":["Store Admin FE","Backend Core","Report Media Backend"],"code":"backend/src/main/java/com/petstore/entity/StoreCustomer.java; backend/src/main/java/com/petstore/service/StoreCustomerService.java; backend/src/main/java/com/petstore/service/AdminServiceCustomerService.java","doc":"docs/ontology/objects.md#entity:store_customer; docs/架构决策-门店客户主档-2026-08-01.md","test":"StoreCustomerServiceTest; AdminServiceCustomerServiceTest; IdentityOwnershipQueryTest","evidence":"anchored","note":"门店与客户的稳定关系实体；API 动态聚合宠物/到店/报告/留资，不含余额/次卡/积分。","status":"implemented"}
 {"id":"rule:BR-ADMIN-001","type":"Rule","name":"adminRoleGate","nameZh":"门店后台角色门禁（boss/staff 可读写）","domain":"admin","appliesTo":["action:view_workbench","action:admin_list_appointments","action:admin_list_reports","action:admin_list_leads","action:admin_list_service_customers","action:admin_update_settings"],"code":"","doc":"docs/ontology/rules.md#rule:BR-ADMIN-001; docs/门店管理后台-PhaseA-页面清单PRD.md","test":"","evidence":"documented","note":"boss 与 staff 均可进入 admin_console 并编辑本店数据；customer 禁止。删店/部分设置仍仅 boss（BR-STORE-001/BR-USER-001）。产品决策 2026-07-10。"}
 {"id":"rule:BR-ADMIN-002","type":"Rule","name":"adminStoreScope","nameZh":"后台数据仅本店 storeId","domain":"admin","appliesTo":["action:view_workbench","action:admin_list_appointments","action:admin_list_reports","action:admin_list_leads","action:admin_list_service_customers","action:admin_update_settings"],"code":"","doc":"docs/ontology/rules.md#rule:BR-ADMIN-002","test":"","evidence":"documented","note":"所有后台查询/写操作强制 current.storeId；忽略跨店请求参数。连锁同步不在 Phase A。"}
 {"id":"rule:BR-ADMIN-003","type":"Rule","name":"adminInternalFieldsAllowed","nameZh":"后台可看内部字段（与公开裁剪对称）","domain":"admin","appliesTo":["action:admin_list_reports","action:admin_update_settings","action:admin_list_service_customers"],"code":"","doc":"docs/ontology/rules.md#rule:BR-ADMIN-003","test":"","evidence":"documented","note":"经 BR-ADMIN-001 鉴权后，后台可返回 inviteCode、完整报告内部字段等；公开 API 仍受 BR-STORE-003/BR-RPT-006 约束。手机号默认仍脱敏，明文需更高权限（预留）。"}
 {"id":"rule:BR-ADMIN-004","type":"Rule","name":"adminPhaseAOutOfScope","nameZh":"Phase A 后台范围闸门","domain":"admin","appliesTo":["entity:admin_console","entity:workbench"],"code":"","doc":"docs/ontology/rules.md#rule:BR-ADMIN-004","test":"","evidence":"documented","note":"禁止将 membership/stored_value/service_package/收银/库存/寄养/押金/点餐/支付宝渠道 写入 Phase A 后台范围或设计稿。上述保持 evidence=gap。"}
-{"id":"action:view_workbench","type":"Action","name":"viewWorkbench","nameZh":"查看今日工作台","domain":"admin","inputs":["date","entity:current_user"],"outputs":["entity:workbench","entity:workbench_todo_item"],"entrypoints":["GET /api/admin/workbench/report-funnel","Admin UI /workbench"],"appliesRules":["rule:BR-ADMIN-001","rule:BR-ADMIN-002","rule:BR-ADMIN-004","rule:BR-BE-001"],"code":"backend/src/main/java/com/petstore/controller/AdminBusinessEventController.java#reportFunnel; backend/src/main/java/com/petstore/service/AdminBusinessEventService.java; admin/src/views/WorkbenchView.vue","doc":"docs/ontology/actions.md#action:view_workbench","test":"AdminBusinessEventControllerTest; AdminBusinessEventServiceTest","evidence":"anchored","note":"事件漏斗按会话 storeId 与日期汇总；待办继续复用现有 appointment/report/lead 接口。"}
+{"id":"action:view_workbench","type":"Action","name":"viewWorkbench","nameZh":"查看今日行动工作台","domain":"admin","inputs":["date","entity:current_user"],"outputs":["entity:workbench","entity:workbench_todo_item"],"entrypoints":["GET /api/admin/workbench/actions","GET /api/admin/workbench/report-funnel","Admin UI /workbench"],"appliesRules":["rule:BR-ADMIN-001","rule:BR-ADMIN-002","rule:BR-ADMIN-004","rule:BR-BE-001"],"code":"backend/src/main/java/com/petstore/controller/AdminBusinessEventController.java#actions; #reportFunnel; backend/src/main/java/com/petstore/service/AdminWorkbenchService.java; backend/src/main/java/com/petstore/service/AdminBusinessEventService.java; admin/src/views/WorkbenchView.vue","doc":"docs/ontology/actions.md#action:view_workbench","test":"AdminBusinessEventControllerTest; AdminWorkbenchServiceTest; AdminBusinessEventServiceTest","evidence":"anchored","note":"按会话 storeId 聚合完整本店行动与低敏预览；事件漏斗按日期汇总。"}
-{"id":"action:drilldown_workbench_todo","type":"Action","name":"drilldownWorkbenchTodo","nameZh":"工作台待办下钻","domain":"admin","inputs":["entity:workbench_todo_item"],"outputs":[],"entrypoints":["Admin UI workbench todo click (planned)"],"appliesRules":["rule:BR-ADMIN-001","rule:BR-ADMIN-002"],"code":"","doc":"docs/ontology/actions.md#action:drilldown_workbench_todo","evidence":"documented","note":"按 kind 跳转 admin_list_appointments / reports / leads 并带筛选。"}
+{"id":"action:drilldown_workbench_todo","type":"Action","name":"drilldownWorkbenchTodo","nameZh":"工作台行动下钻","domain":"admin","inputs":["entity:workbench_todo_item"],"outputs":[],"entrypoints":["Admin UI workbench action click"],"appliesRules":["rule:BR-ADMIN-001","rule:BR-ADMIN-002"],"code":"admin/src/views/WorkbenchView.vue; admin/src/views/AppointmentsView.vue","doc":"docs/ontology/actions.md#action:drilldown_workbench_todo","evidence":"anchored","note":"按 kind 跳转 appointments/reports/leads 并带筛选；预约预览可按受保护 ID 详情打开。"}
 {"id":"action:admin_list_appointments","type":"Action","name":"adminListAppointments","nameZh":"后台预约列表","domain":"admin","inputs":["status","dateFrom","dateTo","assignedUserId","page","pageSize"],"outputs":["entity:appointment"],"entrypoints":["Admin UI /appointments (planned)","reuses GET /api/appointment/list"],"appliesRules":["rule:BR-ADMIN-001","rule:BR-ADMIN-002","rule:BR-APPT-001","rule:BR-APPT-002"],"code":"backend/.../AppointmentController.java#list (reuse)","doc":"docs/ontology/actions.md#action:admin_list_appointments","evidence":"documented","note":"Web 列表增强筛选；业务规则复用现有 Appointment*，不另造状态机。；Web 允许调用 start_service（产品决策 2026-07-10）"}
 {"id":"action:admin_list_reports","type":"Action","name":"adminListReports","nameZh":"后台报告列表","domain":"admin","inputs":["dateFrom","dateTo","highlightStatus","page","pageSize"],"outputs":["entity:report","entity:highlight_video"],"entrypoints":["Admin UI /reports (planned)","reuses GET /api/report/list"],"appliesRules":["rule:BR-ADMIN-001","rule:BR-ADMIN-002","rule:BR-ADMIN-003","rule:BR-RPT-005"],"code":"backend/.../ReportController.java#list (reuse)","doc":"docs/ontology/actions.md#action:admin_list_reports","evidence":"documented","note":"含成片三态、复制公开链接、触发重生成（复用 generate_highlight）。"}
 {"id":"action:admin_list_leads","type":"Action","name":"adminListLeads","nameZh":"后台回访线索列表","domain":"admin","inputs":["remindStatus","remindDateTo","page","pageSize"],"outputs":["entity:report_lead"],"entrypoints":["Admin UI /leads (planned)","reuses GET /api/report/leads"],"appliesRules":["rule:BR-ADMIN-001","rule:BR-ADMIN-002","rule:BR-LEAD-002","rule:BR-LEAD-003"],"code":"backend/.../ReportLeadController.java#leads (reuse)","doc":"docs/ontology/actions.md#action:admin_list_leads","evidence":"documented"}
@@ -219,7 +219,7 @@
 {"id":"action:admin_manage_schedule","type":"Action","name":"adminManageSchedule","nameZh":"后台排班与占用","domain":"admin","inputs":["date","entity:schedule_block"],"outputs":["entity:schedule_block","entity:appointment"],"entrypoints":["Admin UI /schedule","GET /api/schedule/day","POST /api/schedule/block","DELETE /api/schedule/block"],"appliesRules":["rule:BR-ADMIN-001","rule:BR-ADMIN-002","rule:BR-SCH-001","rule:BR-SCH-002","rule:BR-APPT-004"],"code":"","doc":"docs/ontology/actions.md#action:admin_manage_schedule","evidence":"anchored","note":"Web 排班日视图展示容量占用；增删带时长占用复用 ScheduleController。"}
 {"id":"event:workbench_viewed","type":"Event","name":"workbenchViewed","nameZh":"工作台已打开","domain":"admin","emittedBy":["action:view_workbench"],"payload":["storeId","userId","ts"],"code":"","doc":"docs/ontology/events.md#event:workbench_viewed","evidence":"gap","note":"可选埋点；A 期可不实现上报。"}
 {"id":"rel:admin_console_has_workbench","type":"Relation","subject":"entity:admin_console","predicate":"HAS","object":"entity:workbench","domain":"admin","evidence":"documented","cardinality":"1—1","doc":"登录默认工作台"}
-{"id":"rel:workbench_has_todo_items","type":"Relation","subject":"entity:workbench","predicate":"HAS","object":"entity:workbench_todo_item","domain":"admin","evidence":"documented","cardinality":"1—N","doc":"今日待办卡片"}
+{"id":"rel:workbench_has_todo_items","type":"Relation","subject":"entity:workbench","predicate":"HAS","object":"entity:workbench_todo_item","domain":"admin","evidence":"anchored","cardinality":"1—N","doc":"按优先级排序的行动组"}
 {"id":"rel:workbench_reads_appointments","type":"Relation","subject":"entity:workbench","predicate":"AGGREGATES","object":"entity:appointment","domain":"admin","evidence":"documented","cardinality":"1—N","doc":"今日预约指标"}
 {"id":"rel:workbench_reads_reports","type":"Relation","subject":"entity:workbench","predicate":"AGGREGATES","object":"entity:report","domain":"admin","evidence":"documented","cardinality":"1—N","doc":"待出报告/成片异常"}
 {"id":"rel:workbench_reads_leads","type":"Relation","subject":"entity:workbench","predicate":"AGGREGATES","object":"entity:report_lead","domain":"admin","evidence":"documented","cardinality":"1—N","doc":"待回访"}
@@ -235,4 +235,4 @@
 {"id":"rel:admin_list_reports_reads_report","type":"Relation","subject":"action:admin_list_reports","predicate":"READS","object":"entity:report","domain":"admin","evidence":"documented"}
 {"id":"rel:admin_list_leads_reads_lead","type":"Relation","subject":"action:admin_list_leads","predicate":"READS","object":"entity:report_lead","domain":"admin","evidence":"documented"}
 {"id":"rel:admin_list_customers_reads_sc","type":"Relation","subject":"action:admin_list_service_customers","predicate":"READS","object":"entity:store_customer","domain":"admin","evidence":"anchored"}
-{"id":"rel:drilldown_todo_to_list_appts","type":"Relation","subject":"action:drilldown_workbench_todo","predicate":"ROUTES_TO","object":"action:admin_list_appointments","domain":"admin","evidence":"documented","doc":"kind=today_appointments|pending_report 等"}
+{"id":"rel:drilldown_todo_to_list_appts","type":"Relation","subject":"action:drilldown_workbench_todo","predicate":"ROUTES_TO","object":"action:admin_list_appointments","domain":"admin","evidence":"anchored","doc":"kind=overdue_appointment|in_service|upcoming_today；按 ID 或服务端口径筛选"}

ontology/actions.md

@@ -588,23 +588,24 @@
 
 ### action:view_workbench
 
-查看今日工作台（登录落点；可弹今日待办）。报告提交、打开与留资三项通过服务端事件汇总，未建模的报告发送/转预约保持未知。
+查看今日行动工作台（登录落点）。服务端按完整本店数据聚合逾期预约、服务中、今日待开始、成片异常和到期回访，返回准确总数与低敏预览；报告提交、打开与留资通过 BusinessEvent 汇总，未建模的报告发送/转预约保持未知。
 
-- **入口**：Admin UI `/workbench`；`GET /api/admin/workbench/report-funnel?date=yyyy-MM-dd`
+- **入口**：Admin UI `/workbench`；`GET /api/admin/workbench/actions`；兼容 `GET /api/admin/workbench/report-funnel?date=yyyy-MM-dd`
 - **输出**：`entity:workbench`、`entity:workbench_todo_item`
 - **适用规则**：`rule:BR-ADMIN-001`、`rule:BR-ADMIN-002`、`rule:BR-ADMIN-004`、`rule:BR-BE-001`
 - **触发事件**：`event:workbench_viewed`（可选，gap）
-- **代码**：`AdminBusinessEventController`、`AdminBusinessEventService`、`admin/src/views/WorkbenchView.vue`
+- **代码**：`AdminBusinessEventController`、`AdminWorkbenchService`、`AdminBusinessEventService`、`admin/src/views/WorkbenchView.vue`
-- **测试**：`AdminBusinessEventControllerTest`、`AdminBusinessEventServiceTest`
+- **测试**：`AdminBusinessEventControllerTest`、`AdminWorkbenchServiceTest`、`AdminBusinessEventServiceTest`
-- **证据**：`anchored`（事件漏斗已落地；其他待办仍复用现有接口聚合）
+- **证据**：`anchored`
 
 ### action:drilldown_workbench_todo
 
-工作台待办卡片下钻到对应列表并带筛选。
+工作台行动组或具体预览下钻到对应列表并带筛选；预约预览可按 ID 直接打开受保护详情。
 
-- **入口**：Admin UI workbench todo click（planned）
+- **入口**：Admin UI workbench action click
 - **适用规则**：`rule:BR-ADMIN-001`、`rule:BR-ADMIN-002`
-- **证据**：`documented`
+- **代码**：`admin/src/views/WorkbenchView.vue`、`AppointmentsView.vue`
+- **证据**：`anchored`
 
 ### action:admin_list_appointments
 

ontology/objects.md

@@ -386,18 +386,19 @@
 
 ## entity:workbench
 
-**今日工作台**（非 JPA 聚合视图）。指标卡 + 今日待办 + 报告漏斗摘要；待办来自 appointment/report/lead/highlight，报告漏斗来自 BusinessEvent，**无独立工作台表**。
+**今日工作台**（非 JPA 聚合视图）。指标卡 + 按履约优先级排序的行动队列 + 报告漏斗摘要；行动来自 appointment/report/lead/highlight，报告漏斗来自 BusinessEvent，**无独立工作台表**。服务端按完整本店数据计算准确总数，不再由前端拉取前 200 条估算。
 
 | 字段（概念） | 说明 |
 |------|------|
 | todayAppointmentCount / todayDoneCount | 今日预约 / 今日完成 |
-| pendingLeadCount / highlightFailedCount | 待回访 / 成片失败 |
+| overdueAppointmentCount / inServiceCount / upcomingTodayCount | 逾期未开始 / 服务中 / 今日待开始 |
-| todoItems | `entity:workbench_todo_item[]` |
+| dueFollowUpCount / highlightAnomalyCount | 到期回访 / 成片失败或处理超时 |
+| actionGroups | `entity:workbench_todo_item[]`（每组最多 3 条低敏预览） |
 | reportFunnel | 已提交/已打开/已留资/报告转预约；未跟踪的发送与转预约返回未知 |
 | anomalyList | 成片失败或待回访最近 N 条 |
 
-- **代码**：`admin/src/views/WorkbenchView.vue`、`AdminBusinessEventController`、`AdminBusinessEventService`
+- **代码**：`admin/src/views/WorkbenchView.vue`、`AdminBusinessEventController`、`AdminWorkbenchService`、`AdminBusinessEventService`
-- **测试**：`AdminBusinessEventControllerTest`、`AdminBusinessEventServiceTest`
+- **测试**：`AdminBusinessEventControllerTest`、`AdminWorkbenchServiceTest`、`AdminBusinessEventServiceTest`
 - **证据**：`anchored`
 - **动作**：`action:view_workbench`
 
@@ -407,12 +408,15 @@
 
 | 字段 | 说明 |
 |------|------|
-| kind | `today_appointments` / `pending_report` / `highlight_anomaly` / `pending_lead` |
+| kind | `overdue_appointment` / `in_service` / `upcoming_today` / `highlight_anomaly` / `follow_up_due` |
+| urgency | critical / high / normal |
 | count | 数量 |
-| drilldownAction | 下钻到的 admin list action |
+| items | 最多 3 条 resource ID + 宠物/服务/时间低敏预览；无手机号、token、媒体 URL |
-| filter | 预置筛选 |
+| drilldownAction / filter | 下钻到的 admin list action 与预置筛选 |
 
-- **证据**：`documented`
+- **代码**：`AdminWorkbenchService`、`admin/src/views/WorkbenchView.vue`
+- **测试**：`AdminWorkbenchServiceTest`
+- **证据**：`anchored`
 
 ## entity:store_customer
 

ontology/relations.md

@@ -154,7 +154,7 @@
 | 关系 | 说明 |
 |------|------|
 | `admin_console` HAS `workbench` | 登录默认工作台 |
-| `workbench` HAS `workbench_todo_item` | 今日待办 |
+| `workbench` HAS `workbench_todo_item` | 按优先级排序的行动组（准确总数 + 低敏预览） |
 | `workbench` AGGREGATES `appointment` / `report` / `report_lead` | 指标与异常来源 |
 | `store` HAS `store_customer` | 一店多个稳定客户关系 |
 | `store_customer` LINKS `user` | 可选关联全局 customer 账号；留资客户可先不关联 |

qa-reports/门店后台-PhaseA-冒烟清单.md

@@ -23,7 +23,7 @@
 
 ## A1 工作台
 
-- [x] 静态：四指标下钻参数、待办弹层、「今日不再提醒」
+- [x] 静态：四指标/行动组下钻、服务端完整计数、最多 3 条低敏预览；不再每日强弹
 - [x] 静态：成片失败含 failed + processing 超 30 分钟
 - [x] 静态：侧栏无收银/库存/会员
 - [ ] 联机：数字与列表一致

门店管理后台-PhaseA-交付目标.md

@@ -20,7 +20,7 @@
 | 模块 | 状态 | 主要缺口 |
 |------|------|----------|
 | A0 壳层登录 | ~95% | 生产微信登录策略另议 |
-| A1 工作台 | ~95% | 待办弹层已做；漏斗提交/打开/留资已接 BusinessEvent，转预约仍待归因模型 |
+| A1 工作台 | ~98% | 服务端准确行动聚合 + 低敏预览已做；发送状态与转预约归因仍待后续模型，真实环境 smoke 待补 |
 | A2 预约 | ~95% | 详情/筛选/待出报告/宠主脱敏已做 |
 | A6 排班 | ~90% | 与小程序对照验收 |
 | A3 报告 | ~95% | 详情抽屉+失败文案+H5 |
@@ -39,7 +39,7 @@
 |--------|------|----------|
 | **S1** | 预约/工作台下钻闭环 | 待出报告过滤正确；预约详情；技师/日期筛选 |
 | **S2** | 报告/线索经营闭环 | 报告详情+失败文案；线索打开报告；到期筛 |
-| **S3** | 客户详情 + 体验打磨 | 客户详情；工作台待办弹层；文案/空态 |
+| **S3** | 客户详情 + 体验打磨 | 客户详情；工作台常驻行动队列；文案/空态 |
 | **S4** | 验收冻结 | 冒烟全绿；§11 剧本演示；文档/本体同步 |
 
 每完成一个 Sprint：更新本文件进度表 + 冒烟清单勾选状态。

门店管理后台-PhaseA-线框说明.md

@@ -33,23 +33,24 @@
 
 ## A1 工作台 `/workbench`
 
-**一句话**：一眼看清今天要干啥，点卡片就能下钻。
+**一句话**：先处理会卡住履约的事，再看报告转化；数字由服务端完整聚合。
 
 ```text
 ┌─────┐ ┌─────┐ ┌─────┐ ┌─────┐
-│今日预约│ │今日完成│ │待回访│ │成片失败│   ← 可点下钻
+│今日预约│ │逾期未开始│ │服务中│ │今日完成│   ← 可点下钻
 └─────┘ └─────┘ └─────┘ └─────┘
 
-今日待办  [待开始 n] [服务中 n] [待出报告 n] [成片异常 n] [待回访 n]
+行动队列
+① 预约已过时间 n      最近 3 条 …………………… [全部处理]
+② 服务中等待收尾 n    最近 3 条 …………………… [全部处理]
+③ 今天接下来到店 n    最近 3 条 …………………… [全部处理]
+④ 成片异常 n           最近 3 条 …………………… [全部处理]
+⑤ 回访日期已到 n       最近 3 条 …………………… [全部处理]
 
-报告漏斗  已提交 | 已打开 | 已留资 | 转预约—
+报告漏斗  已提交 | 确认发送— | 已打开 | 已留资 | 转预约—
-
-异常最近 5 条 ……………………  [去处理]
-
-右侧：门店卡片（店名 / 营业时段 / 员工数）
 ```
 
-**主操作**：点指标/待办下钻；关闭「今日待办」弹层（可勾今日不再提醒）。  
+**主操作**：点指标、行动组或具体低敏预览下钻；工作台常驻，不用先关弹窗。
 **不做**：寄养/库存待办、经营 sparkline。
 
 ---

门店管理后台-PhaseA-页面清单PRD.md

@@ -89,10 +89,10 @@ entity:admin_console
 
 ```text
 顶栏 4 指标卡
-今日待办条（或登录弹层关闭后的常驻摘要）
+常驻行动队列（不再每日强弹）
 报告漏斗四格（提交/打开/留资已由 BusinessEvent 汇总；转预约仍为「—」）
-异常列表（成片失败 / 待回访 最近 5 条）
+每组最多 3 条低敏预览 + 准确总数 + 列表下钻
-右侧：门店卡片（店名、营业时段摘要、员工数）+ 帮助链接
+报告漏斗（提交 / 发送未知 / 打开 / 留资 / 再预约未知）
 ```
 
 ### 2.2 顶栏指标卡
@@ -100,20 +100,21 @@ entity:admin_console
 | 卡 | 口径 | 点击下钻 |
 |----|------|----------|
 | 今日预约 | 今日 `appointmentTime` 落在当天的预约数（含各状态） | `/appointments?date=today` |
-| 今日完成 | 今日变为 `done` 的预约数 | `/appointments?status=done&date=today` |
+| 逾期未开始 | 所有 `status=new` 且 `appointmentTime<now` | `/appointments?status=new&overdue=1` |
-| 待回访 | `remind_status=pending` 且 `remindDate≤今天` | `/leads?due=today` |
+| 服务中 | 所有 `status=doing` | `/appointments?status=doing&missingReport=1` |
-| 成片失败 | 本店报告 `highlight_video_status=failed`（可限近 7 日） | `/reports?highlightStatus=failed` |
+| 今日完成 | 今日 `updateTime` 变为 `done` 的预约数 | `/appointments?status=done&completedToday=1` |
 
-### 2.3 今日待办（弹层 + 常驻）
+### 2.3 行动队列（常驻）
 
 | kind | 文案 | count 口径 | 下钻 |
 |------|------|------------|------|
-| `today_appointments` | 今日预约 | 同「今日预约」卡，可分子状态：待开始 / 服务中 | 预约列表 |
+| `overdue_appointment` | 预约已过时间 | 所有 `new` 且预约时间早于当前时刻 | 预约列表 `status=new&overdue=1` |
-| `pending_report` | 待出报告 | `status=doing` 且尚无报告 | 预约列表 `status=doing&missingReport=1` |
+| `in_service` | 服务中，等待收尾 | 所有 `doing`；提交报告后自动退出 | 预约列表 `status=doing&missingReport=1` |
-| `highlight_anomaly` | 成片异常 | `failed` + 可选 `processing` 超时（阈值产品定，默认 30min） | 报告列表 |
+| `upcoming_today` | 今天接下来要到店 | 今日尚未到时刻的 `new` | 预约列表 `status=new&date=today` |
-| `pending_lead` | 待回访 | 同「待回访」卡 | 线索列表 |
+| `highlight_anomaly` | 成片异常 | `failed` + `processing` 超过 30 分钟 | 报告列表 `highlightStatus=anomaly` |
+| `follow_up_due` | 回访日期已到 | `pending` 且 `remindDate≤今天` 或日期缺失 | 线索列表 `due=today` |
 
-弹层：首次进入当日可弹；勾选「今日不再提醒」写入 localStorage；「确定」关闭。
+优先级固定为：逾期预约 → 服务中 → 今日待开始 → 成片异常 → 到期回访。每组只返回最多 3 条预览，预览不含手机号、报告 token、媒体 URL 或微信标识；准确总数由服务端按完整数据计算。工作台不再每日强弹，避免值班人员为了关弹窗而忽略真正行动。
 
 **不对标宠老板**：寄养、临期商品、库存、待发货、售后。
 
@@ -128,14 +129,16 @@ entity:admin_console
 
 ### 2.5 API / 聚合
 
-待办与异常仍复用现有接口；报告漏斗使用 `GET /api/admin/workbench/report-funnel?date=yyyy-MM-dd`，`storeId` 从会话派生。
+行动队列使用 `GET /api/admin/workbench/actions`，一次返回 `metrics + actions + reportFunnel`；`storeId` 只从会话派生，不接受 query storeId。报告漏斗原接口 `GET /api/admin/workbench/report-funnel?date=yyyy-MM-dd` 保留兼容。
 
-复用候选：`/api/appointment/list`、`/api/report/list`、`/api/report/leads`、`/api/store/get`（后台可用内部字段，`BR-ADMIN-003`）。
+`actions[].items` 只包含 resourceType/resourceId、宠物名、服务类型、计划时间、状态和是否逾期；详细联系信息必须进入对应受保护列表后按权限读取。
 
 ### 2.6 验收
 
 - [ ] 老板登录后默认进入工作台  
-- [ ] 四指标与待办数字与列表下钻一致  
+- [ ] 四指标与行动队列数字来自完整本店数据，不受列表前 200 条截断
+- [ ] 今日完成按状态更新时间下钻，逾期预约按当前时刻下钻
+- [ ] 行动预览不含手机号、report token、媒体 URL 或微信标识
 - [ ] 待办不含库存/寄养类卡片  
 - [ ] customer 无法打开  
 - [ ] **staff 与 boss 均可进入并操作本店工作台**  
@@ -431,7 +434,7 @@ API：`user/staff-list`、`create-staff`、删除接口
 
 ## 11. 验收剧本（端到端）
 
-1. 老板登录 → 默认工作台，见今日待办  
+1. 老板登录 → 默认工作台，见按履约优先级排序的行动队列
 2. 点「待出报告」→ 预约列表仅 doing 且无报告  
 3. 打开某已完成单的报告 → 复制公开链接 → 无痕浏览器打开，字段符合公开裁剪  
 4. 线索页处理一条待回访（至少能打开关联报告）