落地海运私聊文字询价全流程，海运多项费用改走文本明细，避免企微卡片引用条截断。

Co-authored-by: Cursor <cursoragent@cursor.com>

inquiry-agent/agent/ledger/http_ledger.py

@@ -102,10 +102,20 @@ class HttpLedger:
             return {"ok": False, "found": False, "owned": False, "work_order_no": work_order_no}
         return out
 
-    def query_tms(self, *, work_order_no: str, facts: dict[str, str]) -> dict[str, Any]:
+    def query_tms(
+        self,
+        *,
+        work_order_no: str,
+        facts: dict[str, str],
+        business_line: str = "",
+    ) -> dict[str, Any]:
+        body: dict[str, Any] = {"work_order_no": work_order_no, "facts": facts}
+        line = (business_line or str((facts or {}).get("业务线") or "")).strip()
+        if line:
+            body["businessLine"] = line
         out = self._post(
             "/inquiry/agent/tms/query",
-            {"work_order_no": work_order_no, "facts": facts},
+            body,
             idem=f"tms:{work_order_no}",
         )
         if "classification" not in out and not out.get("ok"):
@@ -182,3 +192,72 @@ class HttpLedger:
         if not out.get("ok") and out.get("status"):
             out["ok"] = True
         return out if out.get("ok") else {"ok": False, "error": out.get("error") or "transition_failed"}
+
+    def match_sea_staff(self, *, origin: str, destination: str) -> list[dict[str, Any]]:
+        """主账按线路返回启用的海运产品岗。"""
+        out = self._post(
+            "/inquiry/agent/staff/matchSea",
+            {"origin": origin, "destination": destination},
+        )
+        rows = out.get("staff") or out.get("result") or []
+        if isinstance(rows, list):
+            return [dict(x) for x in rows if isinstance(x, dict)]
+        return []
+
+    def get_staff_by_wecom_id(self, *, wecom_id: str) -> dict[str, Any]:
+        out = self._post("/inquiry/agent/staff/byWecom", {"wecomId": wecom_id})
+        if out.get("name") or out.get("wecomId"):
+            return out
+        return {}
+
+    def find_staff_by_name(self, *, name: str) -> dict[str, Any]:
+        """按后台员工姓名取企微 userid。会话存档账号「询价机器人」走这里。"""
+        out = self._post("/inquiry/agent/staff/byName", {"name": name})
+        if out.get("name") or out.get("wecomId"):
+            return out
+        return {}
+
+    def bind_collab_group(
+        self,
+        *,
+        work_order_no: str,
+        chat_id: str,
+        member_ids: list[str],
+        product_names: list[str] | None = None,
+    ) -> dict[str, Any]:
+        out = self._post(
+            "/inquiry/agent/ticket/bindCollabGroup",
+            {
+                "workOrderNo": work_order_no,
+                "chatId": chat_id,
+                "memberIds": member_ids,
+                "productNames": product_names or [],
+            },
+            idem=f"bind-group:{work_order_no}",
+        )
+        out.setdefault("ok", bool(out.get("chat_id") or out.get("chatId")))
+        return out
+
+    def patch_collab_facts(
+        self,
+        *,
+        work_order_no: str,
+        facts: dict[str, str],
+        sender_id: str = "",
+    ) -> dict[str, Any]:
+        return self._post(
+            "/inquiry/agent/ticket/patchCollabFacts",
+            {
+                "workOrderNo": work_order_no,
+                "facts": facts,
+                "senderId": sender_id,
+            },
+            idem=f"collab-facts:{work_order_no}:{sorted(facts)}",
+        )
+
+    def find_by_collab_chat(self, *, chat_id: str) -> dict[str, Any] | None:
+        """用协同群 chat_id 找回工单。对不上返回 None。"""
+        out = self._post("/inquiry/agent/ticket/byCollabChat", {"chatId": chat_id})
+        if not out.get("found") and not out.get("work_order_no"):
+            return None
+        return out

inquiry-agent/agent/ledger/memory_ledger.py

@@ -33,6 +33,10 @@ class MemoryTicket:
     status: str = "询价中"
     quote: dict[str, Any] = field(default_factory=dict)
     quote_version: int = 0
+    collab_chat_id: str = ""
+    collab_facts: dict[str, str] = field(default_factory=dict)
+    collab_member_ids: list[str] = field(default_factory=list)
+    quote_file_ready: bool = False
 
 
 class MemoryLedger:
@@ -57,6 +61,9 @@ class MemoryLedger:
             }
         ]
         self.last_render: dict[str, Any] = {}
+        self._sea_staff: list[dict[str, Any]] = []
+        self._staff_by_wecom: dict[str, dict[str, Any]] = {}
+        self._staff_by_name: dict[str, dict[str, Any]] = {}
 
     def _next_no(self) -> str:
         self._seq += 1
@@ -135,7 +142,14 @@ class MemoryLedger:
             "status": "询价中",
         }
 
-    def query_tms(self, *, work_order_no: str, facts: dict[str, str]) -> dict[str, Any]:
+    def query_tms(
+        self,
+        *,
+        work_order_no: str,
+        facts: dict[str, str],
+        business_line: str = "",
+    ) -> dict[str, Any]:
+        _ = business_line
         dest = str(facts.get("目的港") or "")
         force = str(facts.get("tms_force") or "")
         if force == "1002" or force == "1003" or "无价" in dest or "歧义" in dest:
@@ -243,6 +257,10 @@ class MemoryLedger:
             "fileBase64": "UEsDBAoAAAAAA",
             "needsPdf": False,
         }
+        with self._lock:
+            ticket = self._tickets.get((work_order_no or "").strip())
+            if ticket is not None:
+                ticket.quote_file_ready = True
         self.last_render = out
         return out
 
@@ -261,7 +279,13 @@ class MemoryLedger:
         if status in {"已成交", "未成交", "协商中", "已关闭"}:
             wait_phase = "done"
         elif status == "已报价" and quote:
-            wait_phase = "wait_adopt"
+            # 文件已发给销售 → 成交跟进；否则海运协同卡、空运方案卡
+            if ticket.quote_file_ready or quote.get("quoteFileIssued"):
+                wait_phase = "wait_deal"
+            elif (ticket.business_line or "").upper() == "SEA":
+                wait_phase = "wait_collab"
+            else:
+                wait_phase = "wait_adopt"
         else:
             wait_phase = "tms_miss"
         return {
@@ -274,4 +298,111 @@ class MemoryLedger:
             "facts": dict(ticket.facts),
             "quote": quote,
             "wait_phase": wait_phase,
+            "collab_chat_id": ticket.collab_chat_id,
+            "collab_facts": dict(ticket.collab_facts),
         }
+
+    def upsert_staff(self, row: dict[str, Any]) -> None:
+        """单测注入任意岗位（含会话存档账号「询价机器人」）。"""
+        data = dict(row)
+        uid = str(data.get("wecomId") or data.get("wecom_id") or "").strip()
+        name = str(data.get("name") or "").strip()
+        with self._lock:
+            if uid:
+                self._staff_by_wecom[uid] = data
+            if name:
+                self._staff_by_name[name] = data
+
+    def set_sea_staff(self, rows: list[dict[str, Any]]) -> None:
+        """单测注入海运产品岗。"""
+        with self._lock:
+            self._sea_staff = [dict(x) for x in rows]
+            for row in self._sea_staff:
+                uid = str(row.get("wecomId") or row.get("wecom_id") or "").strip()
+                name = str(row.get("name") or "").strip()
+                if uid:
+                    self._staff_by_wecom[uid] = dict(row)
+                if name:
+                    self._staff_by_name[name] = dict(row)
+
+    def match_sea_staff(self, *, origin: str, destination: str) -> list[dict[str, Any]]:
+        """
+        岗位=产品·海运、启用：写了「海运·全部线路」必拉；
+        写了具体港口的，对得上本单起运港/目的港才拉。
+        """
+        origin = (origin or "").strip()
+        dest = (destination or "").strip()
+        hits: list[dict[str, Any]] = []
+        with self._lock:
+            for row in self._sea_staff:
+                if str(row.get("roleCode") or row.get("role_code") or "") != "sea":
+                    continue
+                if str(row.get("status") or "active") != "active":
+                    continue
+                routes = str(row.get("routes") or "")
+                if "海运·全部线路" in routes or "海运全线" in routes:
+                    hits.append(dict(row))
+                    continue
+                if origin and origin in routes:
+                    hits.append(dict(row))
+                    continue
+                if dest and dest in routes:
+                    hits.append(dict(row))
+        return hits
+
+    def get_staff_by_wecom_id(self, *, wecom_id: str) -> dict[str, Any]:
+        """按企微 userid 取员工展示名。"""
+        with self._lock:
+            return dict(self._staff_by_wecom.get((wecom_id or "").strip()) or {})
+
+    def find_staff_by_name(self, *, name: str) -> dict[str, Any]:
+        """按员工姓名取企微 userid。"""
+        with self._lock:
+            return dict(self._staff_by_name.get((name or "").strip()) or {})
+
+    def bind_collab_group(
+        self,
+        *,
+        work_order_no: str,
+        chat_id: str,
+        member_ids: list[str],
+        product_names: list[str] | None = None,
+    ) -> dict[str, Any]:
+        """记下协同群，不改六态。"""
+        _ = product_names
+        with self._lock:
+            ticket = self._tickets.get(work_order_no)
+            if ticket is None:
+                return {"ok": False, "error": "ticket_not_found"}
+            ticket.collab_chat_id = (chat_id or "").strip()
+            ticket.collab_member_ids = [str(x) for x in member_ids]
+            return {"ok": True, "chat_id": ticket.collab_chat_id}
+
+    def patch_collab_facts(
+        self,
+        *,
+        work_order_no: str,
+        facts: dict[str, str],
+        sender_id: str = "",
+    ) -> dict[str, Any]:
+        """合并协同字段。不改六态、不写报价版本。"""
+        _ = sender_id
+        with self._lock:
+            ticket = self._tickets.get(work_order_no)
+            if ticket is None:
+                return {"ok": False, "error": "ticket_not_found"}
+            ticket.collab_facts.update(
+                {k: v for k, v in (facts or {}).items() if str(v or "").strip()}
+            )
+            return {"ok": True, "facts": dict(ticket.collab_facts)}
+
+    def find_by_collab_chat(self, *, chat_id: str) -> MemoryTicket | None:
+        """用工微群 chat_id 找回工单。"""
+        raw = (chat_id or "").strip()
+        if not raw:
+            return None
+        with self._lock:
+            for ticket in self._tickets.values():
+                if ticket.collab_chat_id == raw:
+                    return ticket
+        return None