feat(product-commerce): 系列聚合去重与采集开关两层语义

配置来源收敛
- 系列平台编码 tm/jd/dy/jd_self 与 9 类飞书地址改为整系列并集去重后挂锚点，
  子款编码保留在 series.platform_ids 备查；多表冲突保留最高优先级并告警
- 写表脚本（当日/天猫主图/京东主图）去掉本地 JSON 回退，地址缺失或读取失败
  直接 fail closed，避免库与表地址不一致被静默掩盖
- 测试注入 records_provider 时禁用配置缓存读写，防止假数据写入生产快照

采集开关（dim_style.collect_enabled）
- 锚点为系列总开关：false 则整系列不采
- 锚点为 true 时，子款自身 false 仅把自己的 ERP 编码排除出聚合，其余子款照常
- 排除结果记录在 series.erp_excluded 并在运行时提示

聚水潭全店铺日报防错
- 列布局 fail closed、行 td 数校验、满页判定 + 总页数兜底、值域交叉校验
- 新增单日总量闸：超近 14 天中位数 8 倍拒绝落库

其他
- 新增电商费用归集配置 ad_cost_rollup.json 与积分兑换周报采集
- 店铺情报、供应链到货同步、通知路由与相关配置/文档同步更新
- 忽略本地 dsh workbench 脚手架（含 node_modules）

tests/test_supply_replenishment_arrival_sync.py

@@ -286,6 +286,7 @@ def test_queue_claims_rows_with_skip_locked_and_maps_tasks() -> None:
     queue = ArrivalSyncQueue(
         {"GYXX_ARRIVAL_SYNC_OPERATOR": "worker"},
         connect_factory=lambda: connection,
+        tenant_column=True,
     )
 
     tasks = queue.claim(tenant_id=1, stale_after_seconds=60)
@@ -307,7 +308,10 @@ def test_queue_claims_rows_with_skip_locked_and_maps_tasks() -> None:
 
 def test_queue_completion_is_fenced_by_the_claimed_target_timestamp() -> None:
     connection = _Connection()
-    queue = ArrivalSyncQueue(connect_factory=lambda: connection)
+    queue = ArrivalSyncQueue(
+        connect_factory=lambda: connection,
+        tenant_column=True,
+    )
     task = ArrivalSyncTask(
         id=8,
         tenant_id=1,
@@ -358,3 +362,76 @@ def test_cdp_session_is_checked_before_optional_password_validation(
     )
 
     assert manager.login_with_browser() is True
+
+
+def test_single_company_queue_omits_tenant_filters() -> None:
+    """单公司化后队列表没有 tenant_id，认领与回写都不能再带租户条件。"""
+
+    connection = _Connection(
+        claim_rows=[
+            {
+                "id": 9,
+                "sku_code": "SKU-9",
+                "expected_arrival_time": datetime(2026, 10, 19, 9, 0),
+            }
+        ]
+    )
+    queue = ArrivalSyncQueue(
+        {"GYXX_ARRIVAL_SYNC_OPERATOR": "worker"},
+        connect_factory=lambda: connection,
+        tenant_column=False,
+    )
+
+    tasks = queue.claim(tenant_id=1, stale_after_seconds=60)
+
+    claim_sql, claim_params = connection.calls[0]
+    assert "tenant_id" not in claim_sql
+    assert claim_params == (60, "worker")
+    assert tasks == [
+        ArrivalSyncTask(
+            id=9,
+            tenant_id=1,
+            sku_code="SKU-9",
+            expected_arrival_time=datetime(2026, 10, 19, 9, 0),
+        )
+    ]
+
+    assert queue.mark_success(tasks[0]) is True
+    success_sql, success_params = connection.calls[-1]
+    assert "tenant_id" not in success_sql
+    assert success_params == ("worker", 9, datetime(2026, 10, 19, 9, 0))
+
+
+def test_queue_schema_probe_falls_back_when_tenant_column_absent() -> None:
+    class _ProbeCursor:
+        def __enter__(self) -> "_ProbeCursor":
+            return self
+
+        def __exit__(self, *_args: object) -> None:
+            return None
+
+        @staticmethod
+        def execute(_sql: str, _params: tuple[object, ...]) -> None:
+            return None
+
+        @staticmethod
+        def fetchone() -> None:
+            return None
+
+    class _ProbeConnection:
+        def __enter__(self) -> "_ProbeConnection":
+            return self
+
+        def __exit__(self, *_args: object) -> None:
+            return None
+
+        @contextmanager
+        def cursor(self, **_kwargs: object):
+            yield _ProbeCursor()
+
+    queue = ArrivalSyncQueue(
+        connect_factory=lambda: _ProbeConnection(),
+        tenant_column=None,
+    )
+
+    assert queue._has_tenant_column() is False