feat(fulfillment): 渠道联动与管道兜底

- 人工配置保存/删除同步渠道规则，人工确认写 channel/status
- 按 SKU 指定渠道默认同时落规则
- 管道补充：载体缺失、人工成本未记录、事实与总账按水位追赶

apps/backend/src/services/scheduler/finance-pipeline-jobs.ts

@@ -110,12 +110,74 @@ export async function runCarrierDispatchJob(job: JsonObject = {}) {
     })
   }
 
+  // 已配置人工 SKU、但还没确认履约的单：进入「人工成本未记录」队列。
+  const pendingManualCost = await query<{ id: number; sku_key: string }>(
+    `
+      SELECT oi.id, oi.manual_sku_key AS sku_key
+      FROM order_items oi
+      WHERE oi.fulfillment_status = 'assigned'
+        AND oi.fulfillment_channel = 'manual'
+        AND oi.fulfillment_config_id IS NOT NULL
+        AND NOT EXISTS (
+          SELECT 1 FROM cost_snapshots cs
+          WHERE cs.subject_type = 'manual_case'
+            AND cs.order_item_id = oi.id
+            AND cs.superseded_at IS NULL
+        )
+      ORDER BY oi.id
+      LIMIT $1
+    `,
+    [limit],
+  )
+
+  for (const row of pendingManualCost.rows) {
+    await upsertAggregatedException({
+      reason: 'manual_cost_missing',
+      scopeKey: `manual_cost_missing|-|-|${row.sku_key}|manual`,
+      orderItemId: row.id,
+      detail: { skuKey: row.sku_key },
+    })
+  }
+
+  // 自动发货 / 接单平台被运营指定后却没有载体：不能静默卡住，进问题队列。
+  const missingCarrier = await query<{ id: number; channel: string; sku_code: string }>(
+    `
+      SELECT oi.id, oi.fulfillment_channel AS channel, oi.sku_code
+      FROM order_items oi
+      WHERE oi.fulfillment_status = 'assigned'
+        AND oi.fulfillment_channel IN ('affiliate_dash', 'work_order')
+        AND NOT EXISTS (
+          SELECT 1 FROM fulfillment_tasks ft
+          WHERE ft.order_item_id = oi.id
+            AND ft.executor_key IN ('affiliate_dash', 'third_party_voucher')
+        )
+        AND NOT EXISTS (
+          SELECT 1 FROM work_orders wo WHERE wo.order_item_id = oi.id
+        )
+      ORDER BY oi.id
+      LIMIT $1
+    `,
+    [limit],
+  )
+
+  for (const row of missingCarrier.rows) {
+    await upsertAggregatedException({
+      reason: 'carrier_missing',
+      scopeKey: `carrier_missing|${row.channel}|${row.sku_code}`,
+      orderItemId: row.id,
+      detail: { channel: row.channel, skuCode: row.sku_code },
+    })
+  }
+
   await touchWatermark('carrier_dispatch')
   return {
     status: 'ok',
-    message: `人工载体挂载 ${attached}，缺配置 ${missingManual.rows.length}`,
+    message:
+      `人工载体挂载 ${attached}，缺配置 ${missingManual.rows.length}，` +
+      `缺履约载体 ${missingCarrier.rows.length}`,
     attached,
     missingManual: missingManual.rows.length,
+    missingCarrier: missingCarrier.rows.length,
   }
 }
 
@@ -153,7 +215,7 @@ export async function runSalesFactsJob(job: JsonObject = {}) {
   const config = jobConfig(job)
   const days = clampInt(config.days, 3, 1, 60)
   const dateTo = formatShanghaiDate(new Date())
-  const dateFrom = shiftDate(dateTo, -(days - 1))
+  const dateFrom = await resolveCatchUpStart('sales_facts', days, dateTo)
   const result = await rebuildChannelSalesDailyFacts({ dateFrom, dateTo })
 
   await touchWatermark('sales_facts', { lastStatDate: result.dateTo })
@@ -168,7 +230,7 @@ export async function runLedgerPostJob(job: JsonObject = {}) {
   const config = jobConfig(job)
   const days = clampInt(config.days, 3, 1, 60)
   const dateTo = formatShanghaiDate(new Date())
-  const dateFrom = shiftDate(dateTo, -(days - 1))
+  const dateFrom = await resolveCatchUpStart('ledger_post', days, dateTo)
   const result = await syncFinanceLedgerFromFacts({ dateFrom, dateTo })
 
   await touchWatermark('ledger_post', { lastStatDate: dateTo })
@@ -215,3 +277,25 @@ export async function runSingleFinancePipeline(
     throw error
   }
 }
+
+/**
+ * 计算本轮起始日期：默认回看 N 天；若水位更早（例如停机数天），
+ * 从水位那天补起，最多补 90 天，避免一次扫描过长。
+ */
+async function resolveCatchUpStart(
+  pipeline: 'sales_facts' | 'ledger_post',
+  days: number,
+  dateTo: string,
+): Promise<string> {
+  const windowStart = shiftDate(dateTo, -(days - 1))
+  const result = await query<{ last_stat_date: string | null }>(
+    `SELECT last_stat_date::text FROM finance_watermarks WHERE pipeline = $1`,
+    [pipeline],
+  )
+  const lastDate = result.rows[0]?.last_stat_date || ''
+  if (!lastDate) return windowStart
+
+  const earliest = shiftDate(dateTo, -89)
+  const candidate = lastDate < windowStart ? lastDate : windowStart
+  return candidate < earliest ? earliest : candidate
+}