I'm going to arbitrarily declare that we're post season 1, with Kyon pretty resigned to his fate has Haruhi's toy, but Haruhi just as chaotic as ever.  Optionally, Mikuru might have gotten a warning from her home timeline that a paradox will ensue if Haruhi ends up with Kyon, or Ituski might have noticed rapidly increasing incidentsz of null space.<br/><br/><br/>Something is up with Haruhi.  Something big.