落地海运协同群：测服靠会话存档听群话，报价单能带上协同字段。

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

inquiry-agent/agent/policy/air_text_flow.py

@@ -50,6 +50,8 @@ class FlowSession:
     invited_userids: tuple[str, ...] = ()
     invited_sales_name: str = ""
     invited_product_names: tuple[str, ...] = ()
+    deal_version: int = 0
+    collab_ended: bool = False
 
 
 class AirTextInquiryFlow:
@@ -74,6 +76,14 @@ class AirTextInquiryFlow:
         with self._lock:
             return self._by_sender.get(sender_id)
 
+    def session_by_work_order(self, work_order_no: str) -> Optional[FlowSession]:
+        """用工单号找回书签，不校验 sender。群成交卡校验用。"""
+        no = (work_order_no or "").strip()
+        if not no:
+            return None
+        with self._lock:
+            return self._by_ticket.get(no)
+
     def session_by_ticket(self, sender_id: str, work_order_no: str) -> Optional[FlowSession]:
         """
         只查进程内该书签，不读主账。
@@ -298,7 +308,8 @@ class AirTextInquiryFlow:
             reply("报价单正在生成，请稍候。")
             return "wait_file"
         if sess.phase == "wait_deal":
-            self._emit_deal(reply, sess)
+            # 成交卡已经绑在报价文件那条出站上。这里再发一张独立卡，
+            # 会在文件还在上传时被另一条出站线程抢走，销售又先看到成交跟进。
             return "wait_deal"
         if sess.phase == "done":
             reply(copy.deal_ack(sess.status or "已关闭", sess.work_order_no))
@@ -814,15 +825,33 @@ class AirTextInquiryFlow:
         file_extra: dict[str, Any],
     ) -> str:
         """
-        先发报价文件，等这条出站真正发出，再出成交跟进卡。
+        报价文件与成交跟进走同一条出站：先传文件，成功后再发卡。
 
-        避免卡片比文件先到销售手机。单测 reply 不回 id 则不等待。
+        两张消息分两条出站时，另一条消费线程会在上传期间把成交卡发出去。
+        单测 reply 不回 id 则不等待。
         """
-        out_id = reply(
-            copy.file_ready(kind=kind, work_order_no=sess.work_order_no, filename=filename),
-            file_extra,
+        extra = dict(file_extra or {})
+        extra["followup_card"] = copy.deal_wecom_payload(
+            work_order_no=sess.work_order_no,
+            quote=sess.quote,
+            facts=sess.facts,
+        ).get("template_card") or {}
+        reply(
+            "\n".join(
+                [
+                    copy.file_ready(
+                        kind=kind, work_order_no=sess.work_order_no, filename=filename
+                    ),
+                    copy.deal_card(
+                        work_order_no=sess.work_order_no,
+                        status=sess.status or "已报价",
+                        quote=sess.quote,
+                        facts=sess.facts,
+                    ),
+                ]
+            ),
+            extra,
         )
-        self._wait_outbound_sent(str(out_id or ""), work_order_no=sess.work_order_no, what="报价文件")
         from agent.redis_coord.quote_file import mark_quote_file_ready
 
         mark_quote_file_ready(sess.work_order_no)
@@ -830,7 +859,6 @@ class AirTextInquiryFlow:
         sess.allowed = (copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE)
         sess.wait_version += 1
         self._save(sess)
-        self._emit_deal(reply, sess)
         return "wait_deal"
 
     def _emit_deal(self, reply: ReplyFn, sess: FlowSession) -> None:

inquiry-agent/agent/policy/inquiry_copy.py

@@ -13,7 +13,12 @@ import time
 import uuid
 from typing import Any, Iterable
 
-from agent.schema.field_validate import AIR_REQUIRED_FIELDS, SEA_COLLAB_FIELDS, SEA_REQUIRED_FIELDS
+from agent.schema.field_validate import (
+    AIR_REQUIRED_FIELDS,
+    SEA_COLLAB_DISPLAY,
+    SEA_COLLAB_FIELDS,
+    SEA_REQUIRED_FIELDS,
+)
 
 # 空运补问：与合同 8 项一致。报价日期默认当天，不进待补充。
 _AIR_EXAMPLES = {
@@ -379,6 +384,20 @@ def work_order_from_card_meta(
     return ""
 
 
+def deal_card_version(card_meta: dict[str, Any] | None = None, *, text: str = "") -> int:
+    """从成交卡 EventKey 取出 vN；没有则 0（旧私聊卡）。"""
+    src = card_meta or {}
+    for raw in (
+        str(src.get("event_key") or ""),
+        str(src.get("task_id") or ""),
+        text or "",
+    ):
+        hit = re.search(r":v(\d+)\s*$", raw)
+        if hit:
+            return int(hit.group(1))
+    return 0
+
+
 def _work_order_in_token(raw: str) -> str:
     """从 TaskId / EventKey 里抽出 WO 工单号；没有则空。"""
     text = (raw or "").strip()
@@ -505,19 +524,18 @@ def sea_quote_detail_text(
     history_work_order_no: str = "",
     status: str = "已报价",
 ) -> str:
-    """海运完整价格明细文本。不受卡片引用条字数限制。"""
+    """
+    海运完整价格明细文本：来源、工单号、费用行、合计。
+
+    时效、报价有效期只在卡片上出现，这里不写，避免和卡重复。
+    不受卡片引用条字数限制。first_or_same 只兼容调用方。
+    """
+    _ = first_or_same, history_work_order_no, status
     src = dict(quote or {})
     source = str(src.get("source_label") or "TMS标准报价").replace(" ", "")
-    lines = [source, f"{work_order_no}价格明细"]
-    lines.extend(
-        quote_detail_lines(
-            src,
-            first_or_same=first_or_same,
-            history_work_order_no=history_work_order_no,
-            status=status,
-        )
+    return "\n".join(
+        [source, f"{work_order_no}价格明细", quote_area_fee_text(src)]
     )
-    return "\n".join(lines)
 
 
 def collab_hint(work_order_no: str) -> str:
@@ -957,6 +975,11 @@ def sea_group_no_staff() -> str:
     return "没有可拉的产品人员。请先在后台「员工管理」维护本线路的海运产品岗后再试。"
 
 
+def group_sheet_send_fail() -> str:
+    """模板已填好但没发进群。"""
+    return "报价单已生成，发到群里失败，请稍后重试。"
+
+
 def sea_group_create_fail(*, reason: str = "") -> str:
     """建群失败，按钮保持可点。"""
     extra = (reason or "").strip()
@@ -978,7 +1001,8 @@ def sea_group_brief(
     """
     群里自动摘要：@销售 @产品 + 工单号 + 询价字段 + 协同字段 + TMS 报价。
 
-    协同没填写 -。无价写明暂无匹配报价。
+    三段之间空一行，方便群里扫。协同没填写 -。
+    HS编码对外写成商品海关编码。无价只写「TMS 暂无匹配报价」。
     """
     no = (work_order_no or "").strip()
     sales = (sales_name or "").strip() or "销售"
@@ -988,16 +1012,19 @@ def sea_group_brief(
     lines.extend(
         inquiry_field_lines(work_order_no=no, facts=facts, transport_mode="海运")[1:]
     )
+    lines.append("")
     lines.append("协同补充字段：")
     collab = dict(collab_facts or {})
     for key in SEA_COLLAB_FIELDS:
-        val = (collab.get(key) or "").strip() or "-"
-        lines.append(f"{key}：{val}")
+        label = SEA_COLLAB_DISPLAY.get(key, key)
+        val = (collab.get(key) or collab.get(label) or "").strip() or "-"
+        lines.append(f"{label}：{val}")
+    lines.append("")
     lines.append("TMS报价：")
     if has_price and quote:
         lines.extend(quote_detail_lines(quote))
     else:
-        lines.append("TMS 暂无匹配报价 / 未查到合适报价")
+        lines.append("TMS 暂无匹配报价")
     return "\n".join(lines)
 
 
@@ -1244,6 +1271,7 @@ def deal_wecom_payload(
     work_order_no: str,
     quote: dict[str, Any] | None = None,
     facts: dict[str, str] | None = None,
+    card_version: int = 0,
 ) -> dict[str, Any]:
     """
     成交跟进卡：对齐现网 button_interaction。
@@ -1254,6 +1282,8 @@ def deal_wecom_payload(
     src = dict(quote or {})
     source = str(src.get("source_label") or "TMS标准报价").replace(" ", "")
     no = (work_order_no or "").strip()
+    ver = int(card_version or 0)
+    suffix = f":v{ver}" if ver > 0 else ""
     return {
         "msgtype": "template_card",
         "template_card": {
@@ -1270,23 +1300,75 @@ def deal_wecom_payload(
                 {
                     "text": BTN_DEAL,
                     "style": 1,
-                    "key": f"{BTN_DEAL_KEY}:{no}",
+                    "key": f"{BTN_DEAL_KEY}:{no}{suffix}",
                 },
                 {
                     "text": BTN_LOST,
                     "style": 1,
-                    "key": f"{BTN_LOST_KEY}:{no}",
+                    "key": f"{BTN_LOST_KEY}:{no}{suffix}",
                 },
                 {
                     "text": BTN_NEGOTIATE,
                     "style": 1,
-                    "key": f"{BTN_NEGOTIATE_KEY}:{no}",
+                    "key": f"{BTN_NEGOTIATE_KEY}:{no}{suffix}",
                 },
             ],
         },
     }
 
 
+def ticket_locked(*, work_order_no: str, status: str) -> str:
+    """已成交/未成交/已关闭后，群里改字段或再报价。"""
+    no = (work_order_no or "").strip() or "该工单"
+    st = (status or "").strip() or "已关闭"
+    return f"工单{no}{st}，不能修改工单信息"
+
+
+def ticket_locked_file(*, work_order_no: str, status: str) -> str:
+    """终态工单再发 Excel/PDF。"""
+    no = (work_order_no or "").strip() or "该工单"
+    st = (status or "").strip() or "已关闭"
+    return f"工单{no}{st}，不能再上传附件"
+
+
+def group_only_excel_pdf() -> str:
+    return "群里只收 Excel 和 PDF，其它文件不会存入工单"
+
+
+def group_quote_not_recognized() -> str:
+    return "没有识别到报价，请产品再发一次价格或 Excel/PDF"
+
+
+def group_fields_not_recognized() -> str:
+    return "听到了。请直接说贸易条款、货好时间、商品海关编码、是否含油/含电/含磁。"
+
+
+def group_deal_stale(*, work_order_no: str) -> str:
+    """点了上一版成交卡。"""
+    no = (work_order_no or "").strip()
+    return f"这张成交确认已过期。工单{no}已有更新的报价，请点击群里最新一条成交跟进。"
+
+
+def group_deal_sales_only() -> str:
+    return "只有负责该工单的销售可以确认成交状态。"
+
+
+def group_dissolved(*, work_order_no: str) -> str:
+    no = (work_order_no or "").strip()
+    return f"群已解散。工单{no}协同已结束。"
+
+
+def group_cannot_recreate(*, work_order_no: str) -> str:
+    """解散后再点拉群。"""
+    no = (work_order_no or "").strip() or "该工单"
+    return f"工单{no}协同已结束，不能再拉群。"
+
+
+def group_deal_mention(*, sales_name: str, work_order_no: str) -> str:
+    name = (sales_name or "").strip() or "销售"
+    return f"@{name}\n{deal_card(work_order_no=work_order_no)}"
+
+
 def deal_ack(outcome: str, work_order_no: str) -> str:
     if outcome == "已成交":
         return f"已记录为「已成交」。工单 {work_order_no} 已关闭智能体跟进。"

inquiry-agent/agent/policy/quote_overlay.py

@@ -0,0 +1,125 @@
+"""
+按海运询价单标签补写协同字段。
+
+主账填表只认英文码，货好时间 / 海关编码 / 含油电磁常空着。
+本文件只改 Excel 字节，不打主账、不占回调线程。
+"""
+
+from __future__ import annotations
+
+import logging
+from pathlib import Path
+from typing import Any, Mapping
+
+logger = logging.getLogger(__name__)
+
+# 长的「含油,电,磁」必须排在「是否含油」前面，避免只写到油。
+_COLLAB_LABEL_MARKERS: tuple[tuple[str, tuple[str, ...]], ...] = (
+    ("是否含油,电,磁", ("oil_elec_mag", "是否含油,电,磁")),
+    ("OIL,ELEC,MAG", ("oil_elec_mag", "是否含油,电,磁")),
+    ("贸易条款", ("贸易条款", "trade_terms")),
+    ("货好时间", ("货好时间", "cargo_ready_date")),
+    ("商品海关编码", ("商品海关编码", "HS编码", "海关编码", "hs_code")),
+    ("HS Code", ("商品海关编码", "HS编码", "海关编码", "hs_code")),
+    ("是否含油", ("是否含油", "has_oil")),
+    ("是否含电", ("是否含电", "has_battery")),
+    ("是否含磁", ("是否含磁", "has_magnet")),
+)
+
+
+def _fact_for_markers(facts: Mapping[str, Any], keys: tuple[str, ...]) -> str:
+    for key in keys:
+        val = str((facts or {}).get(key) or "").strip()
+        if val and val != "-":
+            return val
+    return ""
+
+
+def overlay_labeled_facts(
+    *,
+    facts: Mapping[str, Any],
+    filepath: str = "",
+    file_b64: str = "",
+) -> dict[str, str]:
+    """
+    按模板标签再写协同格。失败则原样交回。
+
+    副作用：可能写临时 xlsx。
+    """
+    import base64
+    import tempfile
+
+    raw = b""
+    if filepath:
+        try:
+            raw = Path(filepath).read_bytes()
+        except OSError as exc:
+            logger.warning("overlay 读文件失败 err=%s", exc)
+    if not raw and file_b64 and len(file_b64) > 64:
+        try:
+            raw = base64.b64decode(file_b64)
+        except Exception as exc:  # noqa: BLE001
+            logger.warning("overlay 解码失败 err=%s", exc)
+    if not raw:
+        return {"filepath": filepath, "file_b64": file_b64}
+    try:
+        from openpyxl import load_workbook
+    except ImportError:
+        return {"filepath": filepath, "file_b64": file_b64}
+
+    tmp = Path(tempfile.mkdtemp(prefix="quote-overlay-")) / "filled.xlsx"
+    tmp.write_bytes(raw)
+    written = 0
+    try:
+        wb = load_workbook(tmp)
+        ws = wb.worksheets[0]
+        pending: list[tuple[int, int, str]] = []
+        used_rows: set[int] = set()
+        for row in ws.iter_rows(min_row=1, max_row=ws.max_row or 1, max_col=min(ws.max_column or 1, 16)):
+            for cell in row:
+                text = str(cell.value or "").strip()
+                if not text or cell.row in used_rows:
+                    continue
+                keys = _match_collab_label(text)
+                if not keys:
+                    continue
+                val = _fact_for_markers(facts, keys)
+                if not val:
+                    continue
+                dest = _label_value_cell(ws, cell)
+                pending.append((dest.row, dest.column, val))
+                used_rows.add(cell.row)
+                break
+        for r, c, val in pending:
+            ws.cell(row=r, column=c, value=val)
+            written += 1
+        wb.save(tmp)
+        wb.close()
+    except Exception:
+        logger.exception("overlay 协同字段失败")
+        return {"filepath": filepath, "file_b64": file_b64}
+
+    out_b64 = base64.b64encode(tmp.read_bytes()).decode("ascii")
+    logger.info("overlay 协同字段 written=%s", written)
+    return {"filepath": str(tmp), "file_b64": out_b64}
+
+
+def _match_collab_label(text: str) -> tuple[str, ...] | None:
+    raw = (text or "").replace("：", ":").strip()
+    for marker, keys in _COLLAB_LABEL_MARKERS:
+        if marker in raw:
+            return keys
+    return None
+
+
+def _label_value_cell(ws, label_cell):
+    """标签右侧格子；合并标签则从合并区右边开始。"""
+    row_idx = label_cell.row
+    start_col = label_cell.column + 1
+    merged = getattr(ws, "merged_cells", None)
+    if merged is not None:
+        for rng in merged.ranges:
+            if rng.min_row <= row_idx <= rng.max_row and rng.min_col <= label_cell.column <= rng.max_col:
+                start_col = rng.max_col + 1
+                break
+    return ws.cell(row=row_idx, column=start_col)

inquiry-agent/agent/policy/sea_group_ops.py

@@ -0,0 +1,702 @@
+"""
+海运协同群业务：填表进群、补字段重发、产品报价、附件、解散、成交跟进。
+
+本文件职责：群里副作用（主账+企微群）。私聊按钮仍走 sea_text_flow.on_button。
+禁止：改询价七项；终态默默忽略；把销售附件当报价。
+"""
+
+from __future__ import annotations
+
+import logging
+from typing import Any, Optional
+
+from agent.llm.extract_text import extract_collab_fields, extract_product_quote
+from agent.policy.quote_overlay import overlay_labeled_facts
+from agent.policy import inquiry_copy as copy
+from agent.schema.field_validate import SEA_COLLAB_DISPLAY, SEA_COLLAB_FIELDS
+
+# 主账填表按英文码取格子；中文键必须同时带上，否则货好时间/条款写不进表。
+_COLLAB_FILL_ALIASES = {
+    "贸易条款": ("贸易条款", "trade_terms"),
+    "货好时间": ("货好时间", "cargo_ready_date"),
+    "HS编码": ("HS编码", "商品海关编码", "海关编码", "hs_code"),
+    "是否含油": ("是否含油", "has_oil"),
+    "是否含电": ("是否含电", "has_battery"),
+    "是否含磁": ("是否含磁", "has_magnet"),
+}
+
+logger = logging.getLogger(__name__)
+
+TERMINAL = {"已成交", "未成交", "已关闭"}
+OPEN_EDIT = {"询价中", "已报价", "协商中"}
+EXCEL_PDF = {".xlsx", ".xls", ".xlsm", ".pdf"}
+
+
+def ticket_view(ticket: object) -> dict[str, Any]:
+    """主账工单或内存票统一成 dict。"""
+    if ticket is None:
+        return {}
+    if isinstance(ticket, dict):
+        view = dict(ticket)
+        view.setdefault("work_order_no", view.get("workOrderNo") or "")
+        view.setdefault("sales_wecom_id", view.get("salesWecomId") or view.get("sales_wecom_id") or "")
+        view.setdefault("salesWecomId", view.get("sales_wecom_id") or view.get("salesWecomId") or "")
+        view.setdefault(
+            "collab_member_ids",
+            view.get("memberIds") or view.get("collabMemberIds") or view.get("collab_member_ids") or [],
+        )
+        view.setdefault(
+            "product_ids",
+            view.get("productIds") or view.get("product_ids") or [],
+        )
+        view.setdefault(
+            "product_names",
+            view.get("productNames") or view.get("product_names") or [],
+        )
+        view.setdefault("sales_name", view.get("salesName") or view.get("sales_name") or "")
+        facts = dict(view.get("collab_facts") or view.get("collabFacts") or {})
+        view.setdefault("collab_facts", facts)
+        flag = str(facts.get("__ended") or view.get("collab_ended") or view.get("collabEnded") or "").strip().lower()
+        if flag in {"1", "true", "yes"}:
+            view["collab_ended"] = True
+        return view
+    facts = dict(getattr(ticket, "collab_facts", {}) or {})
+    ended = bool(getattr(ticket, "collab_ended", False)) or str(
+        facts.get("__ended") or ""
+    ).strip().lower() in {"1", "true", "yes"}
+    return {
+        "work_order_no": getattr(ticket, "work_order_no", "") or "",
+        "status": getattr(ticket, "status", "") or "",
+        "sales_wecom_id": getattr(ticket, "sales_wecom_id", "") or "",
+        "salesWecomId": getattr(ticket, "sales_wecom_id", "") or "",
+        "business_line": getattr(ticket, "business_line", "") or "SEA",
+        "facts": dict(getattr(ticket, "facts", {}) or {}),
+        "quote": dict(getattr(ticket, "quote", {}) or {}),
+        "collab_facts": dict(getattr(ticket, "collab_facts", {}) or {}),
+        "collab_chat_id": getattr(ticket, "collab_chat_id", "") or "",
+        "collab_member_ids": list(getattr(ticket, "collab_member_ids", []) or []),
+        "collab_ended": ended,
+        "product_ids": list(getattr(ticket, "product_ids", []) or []),
+        "product_names": list(getattr(ticket, "product_names", []) or []),
+        "sales_name": str(getattr(ticket, "sales_name", "") or ""),
+    }
+
+
+def ticket_status(ticket: object) -> str:
+    return str(ticket_view(ticket).get("status") or "").strip()
+
+
+def ticket_no(ticket: object) -> str:
+    return str(ticket_view(ticket).get("work_order_no") or "").strip()
+
+
+def is_terminal(ticket: object) -> bool:
+    return ticket_status(ticket) in TERMINAL
+
+
+def is_sales(ticket: object, sender_id: str) -> bool:
+    uid = (sender_id or "").strip()
+    view = ticket_view(ticket)
+    sales = str(view.get("sales_wecom_id") or view.get("salesWecomId") or "").strip()
+    return bool(uid) and uid == sales
+
+
+def is_product(ticket: object, sender_id: str) -> bool:
+    """产品岗：成员里且不是销售。"""
+    uid = (sender_id or "").strip()
+    if not uid or is_sales(ticket, uid):
+        return False
+    view = ticket_view(ticket)
+    members = {str(x) for x in (view.get("collab_member_ids") or view.get("memberIds") or [])}
+    products = {str(x) for x in (view.get("product_ids") or [])}
+    if products:
+        return uid in products
+    return uid in members
+
+
+def filename_is_excel_pdf(name: str) -> bool:
+    raw = (name or "").strip().lower()
+    return any(raw.endswith(ext) for ext in EXCEL_PDF)
+
+
+def group_client_of(flow: Any) -> Any:
+    """正式路径没有注入客户端时，走流程自己的默认企微客户端。"""
+    getter = getattr(flow, "group_client", None)
+    if callable(getter):
+        return getter()
+    return getattr(flow, "_group_client", None)
+
+
+def _archive_seat_ids(flow: Any) -> set[str]:
+    """会话存档账号（测服 AI001 / 询价机器人）不能出现在群 @ 里。"""
+    seats: set[str] = {"AI001", "询价机器人"}
+    getter = getattr(flow, "_archive_seat_userids", None)
+    if callable(getter):
+        try:
+            seats.update(str(x).strip() for x in (getter() or []) if str(x).strip())
+        except Exception:
+            logger.warning("读会话存档账号失败，按默认 AI001 排除")
+    return {x for x in seats if x}
+
+
+def _staff_display_name(flow: Any, wecom_id: str) -> str:
+    """按企微 userid 取后台员工姓名；查不到就退回 userid，仍是具体人。"""
+    uid = (wecom_id or "").strip()
+    if not uid:
+        return ""
+    book = getattr(flow, "ledger", None) or getattr(flow, "_ledger", None)
+    finder = getattr(book, "get_staff_by_wecom_id", None) if book is not None else None
+    if callable(finder):
+        try:
+            row = finder(wecom_id=uid) or {}
+            name = str(row.get("name") or "").strip()
+            if name:
+                return name
+        except Exception:
+            logger.warning("查群成员姓名失败 uid=%s", uid)
+    return uid
+
+
+def resolve_group_mentions(
+    flow: Any,
+    ticket: object,
+    sess: Any = None,
+) -> tuple[str, list[str], list[str]]:
+    """
+    群摘要必须 @ 到具体销售和每位产品，禁止只写岗位词「销售」。
+
+    进程重启后内存会话没了，主账 byCollabChat 也可能不带姓名：
+    用销售 userid + 群成员（去掉存档账号）反查员工管理。
+    返回：(销售展示名, 产品展示名列表, 要点到的 userid)。
+    """
+    view = ticket_view(ticket)
+    sales_id = str(view.get("sales_wecom_id") or view.get("salesWecomId") or "").strip()
+    if sess is not None:
+        sales_id = sales_id or str(getattr(sess, "sales_wecom_id", "") or getattr(sess, "sender_id", "") or "").strip()
+    members = [
+        str(x).strip()
+        for x in (view.get("collab_member_ids") or view.get("memberIds") or [])
+        if str(x).strip()
+    ]
+    if sess is not None:
+        for uid in getattr(sess, "invited_userids", ()) or ():
+            raw = str(uid).strip()
+            if raw and raw not in members:
+                members.append(raw)
+    seats = _archive_seat_ids(flow)
+    product_ids = [
+        str(x).strip()
+        for x in (view.get("product_ids") or view.get("productIds") or [])
+        if str(x).strip() and str(x).strip() not in seats
+    ]
+    if not product_ids:
+        product_ids = [m for m in members if m and m != sales_id and m not in seats]
+
+    sales_name = ""
+    if sess is not None:
+        sales_name = str(getattr(sess, "invited_sales_name", "") or "").strip()
+    sales_name = sales_name or str(view.get("sales_name") or view.get("salesName") or "").strip()
+    if not sales_name or sales_name == "销售":
+        looked = _staff_display_name(flow, sales_id) if sales_id else ""
+        if looked:
+            sales_name = looked
+    if not sales_name:
+        sales_name = sales_id or "销售"
+
+    products: list[str] = []
+    if sess is not None:
+        products = [
+            str(n).strip()
+            for n in (getattr(sess, "invited_product_names", None) or [])
+            if str(n or "").strip()
+        ]
+    if not products:
+        products = [
+            str(n).strip()
+            for n in (view.get("product_names") or view.get("productNames") or [])
+            if str(n or "").strip()
+        ]
+    if not products:
+        products = [name for name in (_staff_display_name(flow, pid) for pid in product_ids) if name]
+
+    mention_ids: list[str] = []
+    if sales_id and sales_id not in seats:
+        mention_ids.append(sales_id)
+    for pid in product_ids:
+        if pid and pid not in mention_ids and pid not in seats:
+            mention_ids.append(pid)
+    return sales_name, products, mention_ids
+
+
+def send_group_text(
+    client: Any,
+    chat_id: str,
+    content: str,
+    mention_userids: Optional[list[str]] = None,
+) -> None:
+    """群文本可带企微 userid，方便客户端真正点到人。旧客户端无此参数就只发正文。"""
+    if not client or not chat_id or not content:
+        return
+    sender = getattr(client, "send_group", None)
+    if not callable(sender):
+        return
+    mentions = [str(x).strip() for x in (mention_userids or []) if str(x).strip()]
+    try:
+        sender(chat_id=chat_id, content=content, mention_userids=mentions)
+    except TypeError:
+        sender(chat_id=chat_id, content=content)
+
+
+def hydrate_ticket(flow: Any, ticket: object) -> object:
+    """
+    按群找回的工单若缺询价七项，用工单号+销售再读主账补全。
+
+    测服 byCollabChat 可能只回协同字段；续办 get 空 sender 也不回 facts。
+    禁止用空 facts 把已确认港口冲成「-」。
+    """
+    view = ticket_view(ticket)
+    facts = dict(view.get("facts") or {})
+    if any(str(facts.get(k) or "").strip() for k in ("起运港", "目的港", "品名", "货量")):
+        return ticket
+    no = ticket_no(ticket)
+    sales = str(view.get("sales_wecom_id") or view.get("salesWecomId") or "").strip()
+    book = getattr(flow, "ledger", None)
+    if book is None or not no:
+        return ticket
+    full: Any = None
+    getter = getattr(book, "get_for_agent", None)
+    if callable(getter) and sales:
+        full = getter(work_order_no=no, sender_id=sales)
+    if not isinstance(full, dict) or not dict(full.get("facts") or {}):
+        getter = getattr(book, "get_ticket", None)
+        if callable(getter):
+            full = getter(work_order_no=no)
+    if full is None:
+        return ticket
+    merged = dict(view)
+    full_view = ticket_view(full)
+    if full_view.get("facts"):
+        merged["facts"] = dict(full_view.get("facts") or {})
+    if full_view.get("quote") and not merged.get("quote"):
+        merged["quote"] = dict(full_view.get("quote") or {})
+    if full_view.get("status"):
+        merged.setdefault("status", full_view.get("status"))
+    collab = dict(full_view.get("collab_facts") or {})
+    collab.update(dict(view.get("collab_facts") or {}))
+    merged["collab_facts"] = collab
+    if view.get("collab_chat_id"):
+        merged["collab_chat_id"] = view.get("collab_chat_id")
+    return merged
+
+
+def send_brief_and_sheet(
+    *,
+    flow: Any,
+    ticket: object,
+    sess: Any = None,
+    quote_override: Optional[dict[str, Any]] = None,
+) -> str:
+    """
+    群里再发一版摘要 + 填好的海运模板。旧消息不撤。
+
+    无价也发表，询价和协同能填的先填。
+    """
+    ticket = hydrate_ticket(flow, ticket)
+    view = ticket_view(ticket)
+    no = ticket_no(ticket)
+    chat_id = str((sess.collab_chat_id if sess else "") or view.get("collab_chat_id") or "").strip()
+    client = group_client_of(flow)
+    facts = dict(view.get("facts") or {})
+    if sess is not None and getattr(sess, "facts", None):
+        facts.update(dict(sess.facts or {}))
+    collab = dict(view.get("collab_facts") or {})
+    if sess is not None and getattr(sess, "collab_facts", None):
+        collab.update(dict(sess.collab_facts or {}))
+    quote = dict(quote_override or (sess.quote if sess else None) or view.get("quote") or {})
+    sales_name, products, mention_ids = resolve_group_mentions(flow, ticket, sess)
+    has_price = bool(quote.get("total") or quote.get("fee_rows"))
+    brief = copy.sea_group_brief(
+        work_order_no=no,
+        facts=facts,
+        quote=quote,
+        collab_facts=collab,
+        sales_name=sales_name,
+        product_names=products,
+        has_price=has_price,
+    )
+    send_group_text(client, chat_id, brief, mention_userids=mention_ids)
+    send_filled_sheet(flow=flow, ticket=ticket, sess=sess, quote_override=quote_override)
+    return "brief_and_sheet"
+
+
+def send_filled_sheet(
+    *,
+    flow: Any,
+    ticket: object,
+    sess: Any = None,
+    quote_override: Optional[dict[str, Any]] = None,
+) -> None:
+    """只发填好的模板文件，不再发文字摘要。"""
+    ticket = hydrate_ticket(flow, ticket)
+    view = ticket_view(ticket) if ticket is not None else {}
+    no = (sess.work_order_no if sess else "") or ticket_no(ticket)
+    chat_id = str((sess.collab_chat_id if sess else "") or view.get("collab_chat_id") or "").strip()
+    facts = dict(view.get("facts") or {})
+    if sess is not None and getattr(sess, "facts", None):
+        facts.update(dict(sess.facts or {}))
+    collab = dict(view.get("collab_facts") or {})
+    if sess is not None and getattr(sess, "collab_facts", None):
+        collab.update(dict(sess.collab_facts or {}))
+    quote = dict(quote_override or (sess.quote if sess else None) or view.get("quote") or {})
+    _render_and_send_sheet(
+        flow=flow,
+        chat_id=chat_id,
+        work_order_no=no,
+        facts=_facts_for_fill(facts, collab),
+        quote=quote,
+        sales_id=str(
+            (sess.sender_id if sess else "")
+            or view.get("sales_wecom_id")
+            or view.get("salesWecomId")
+            or ""
+        ),
+    )
+
+
+def _collab_value(collab: dict[str, str], key: str) -> str:
+    """协同六项：内部键、对外展示名都能取到。"""
+    src = dict(collab or {})
+    val = str(src.get(key) or "").strip()
+    if val:
+        return val
+    label = SEA_COLLAB_DISPLAY.get(key, "")
+    if label:
+        val = str(src.get(label) or "").strip()
+    return val
+
+
+def _oil_elec_mag_text(collab: dict[str, str]) -> str:
+    """
+    海运模板是一格「是否含油,电,磁」，三句话拼成一句再写入。
+    没说的写成 -，不编造。
+    """
+    oil = _collab_value(collab, "是否含油")
+    elec = _collab_value(collab, "是否含电")
+    mag = _collab_value(collab, "是否含磁")
+    if not (oil or elec or mag):
+        return ""
+    return f"油：{oil or '-'}；电：{elec or '-'}；磁：{mag or '-'}"
+
+
+def _facts_for_fill(facts: dict[str, str], collab: dict[str, str]) -> dict[str, str]:
+    """
+    询价七项 + 协同六项。中文键和填表英文码一起带上。
+    主账 writeFactsByLabel 只认 cargo_ready_date / trade_terms，只传「货好时间」会空着。
+    """
+    merged = dict(facts or {})
+    src = dict(collab or {})
+    for key in SEA_COLLAB_FIELDS:
+        val = _collab_value(src, key)
+        if not val:
+            continue
+        for alias in _COLLAB_FILL_ALIASES.get(key, (key,)):
+            merged[alias] = val
+    oem = _oil_elec_mag_text(src)
+    if oem:
+        merged["oil_elec_mag"] = oem
+        merged["是否含油,电,磁"] = oem
+    return merged
+
+
+def _render_and_send_sheet(
+    *,
+    flow: Any,
+    chat_id: str,
+    work_order_no: str,
+    facts: dict[str, Any],
+    quote: dict[str, Any],
+    sales_id: str,
+) -> None:
+    renderer = getattr(flow.ledger, "render_quote", None)
+    client = group_client_of(flow)
+    if not callable(renderer) or not chat_id:
+        return
+    result = renderer(
+        work_order_no=work_order_no,
+        business_line="SEA",
+        facts=facts,
+        quote=quote,
+        format="xlsx",
+        sales_wecom_id=sales_id,
+    ) or {}
+    if not result.get("ok"):
+        logger.warning("群填表失败 wo=%s err=%s", work_order_no, result.get("error"))
+        return
+    filename = str(result.get("fileName") or f"{work_order_no}_quote.xlsx")
+    sender = getattr(client, "send_group_file", None)
+    if not callable(sender):
+        logger.warning("群发文件无客户端 wo=%s chat=%s", work_order_no, chat_id)
+        return
+    painted = overlay_labeled_facts(
+        filepath=str(result.get("filePath") or ""),
+        file_b64=str(result.get("fileBase64") or ""),
+        facts=facts,
+    )
+    sent = sender(
+        chat_id=chat_id,
+        filename=filename,
+        filepath=str(painted.get("filepath") or ""),
+        file_b64=str(painted.get("file_b64") or ""),
+    ) or {}
+    if sent.get("ok") is False:
+        logger.warning("群发文件失败 wo=%s err=%s", work_order_no, sent.get("error"))
+        send_group_text(client, chat_id, copy.group_sheet_send_fail())
+        return
+    logger.info("群已发模板 wo=%s file=%s", work_order_no, filename)
+
+
+def apply_collab_update(
+    *,
+    flow: Any,
+    ticket: object,
+    text: str,
+    sender_id: str,
+    sess: Any = None,
+) -> str:
+    """补协同六项。终态要说明原因。"""
+    no = ticket_no(ticket)
+    chat_id = str((sess.collab_chat_id if sess else "") or ticket_view(ticket).get("collab_chat_id") or "")
+    client = group_client_of(flow)
+    if is_terminal(ticket):
+        send_group_text(client, chat_id, copy.ticket_locked(work_order_no=no, status=ticket_status(ticket)))
+        return "ticket_locked"
+    fields = extract_collab_fields(text, allow_b=True)
+    if not fields:
+        send_group_text(client, chat_id, copy.group_fields_not_recognized())
+        return "collab_not_recognized"
+    flow.apply_collab_facts(work_order_no=no, facts=fields, sender_id=sender_id)
+    if sess is not None:
+        merged = dict(sess.collab_facts)
+        merged.update(fields)
+        sess.collab_facts = merged
+        flow._save(sess)
+    ticket2 = _reload(flow, chat_id, no) or ticket
+    view = ticket_view(ticket2)
+    collab = dict(view.get("collab_facts") or {})
+    collab.update(fields)
+    view["collab_facts"] = collab
+    if chat_id and not view.get("collab_chat_id"):
+        view["collab_chat_id"] = chat_id
+    send_brief_and_sheet(flow=flow, ticket=view, sess=sess)
+    return "collab_field_saved"
+
+
+def apply_product_quote(
+    *,
+    flow: Any,
+    ticket: object,
+    text: str,
+    sender_id: str,
+    sess: Any = None,
+    injected_quote: Optional[dict[str, Any]] = None,
+) -> str:
+    """
+    产品文字报价：盖 TMS 价、填表发出、群里成交跟进。
+
+    一句话里的协同字段一并写入。非产品或终态要回话。
+    """
+    no = ticket_no(ticket)
+    view = ticket_view(ticket)
+    chat_id = str((sess.collab_chat_id if sess else "") or view.get("collab_chat_id") or "")
+    client = group_client_of(flow)
+    if is_terminal(ticket):
+        send_group_text(client, chat_id, copy.ticket_locked(work_order_no=no, status=ticket_status(ticket)))
+        return "ticket_locked"
+    if not is_product(ticket, sender_id):
+        return "group_ignore"
+    fields = extract_collab_fields(text)
+    if fields:
+        flow.apply_collab_facts(work_order_no=no, facts=fields, sender_id=sender_id)
+        if sess is not None:
+            merged = dict(sess.collab_facts)
+            merged.update(fields)
+            sess.collab_facts = merged
+    quote = extract_product_quote(text, injected=injected_quote)
+    if not quote:
+        send_group_text(client, chat_id, copy.group_quote_not_recognized())
+        return "quote_not_recognized"
+    _save_product_quote(flow, no, quote, sess)
+    ticket2 = _reload(flow, chat_id, no) or ticket
+    send_brief_and_sheet(flow=flow, ticket=ticket2, sess=sess, quote_override=quote)
+    emit_group_deal(flow=flow, ticket=ticket2, sess=sess, quote=quote)
+    return "product_quote_sent"
+
+
+def handle_group_file(
+    *,
+    flow: Any,
+    ticket: object,
+    sender_id: str,
+    filename: str,
+    media: dict[str, Any],
+    sess: Any = None,
+) -> str:
+    """
+    群附件：只收 Excel/PDF。终态不存要提醒。
+    产品 Excel/PDF 当报价并出成交跟进；别人的只存档。
+    """
+    no = ticket_no(ticket)
+    view = ticket_view(ticket)
+    chat_id = str((sess.collab_chat_id if sess else "") or view.get("collab_chat_id") or "")
+    client = group_client_of(flow)
+    if is_terminal(ticket):
+        send_group_text(client, chat_id, copy.ticket_locked_file(work_order_no=no, status=ticket_status(ticket)))
+        return "ticket_locked_file"
+    if not filename_is_excel_pdf(filename):
+        send_group_text(client, chat_id, copy.group_only_excel_pdf())
+        return "file_type_rejected"
+    _archive_file(flow, no, filename, media, sender_id)
+    if is_product(ticket, sender_id):
+        quote = {
+            "source_label": "产品附件报价",
+            "file_name": filename,
+            "total": str((view.get("quote") or {}).get("total") or "-"),
+        }
+        _save_product_quote(flow, no, quote, sess)
+        emit_group_deal(flow=flow, ticket=ticket, sess=sess, quote=quote)
+        return "product_file_quote"
+    return "file_archived"
+
+
+def dissolve_group(*, flow: Any, ticket: object, sess: Any = None) -> str:
+    """解散应用群，这单协同结束，不改六态。"""
+    view = ticket_view(ticket)
+    no = ticket_no(ticket)
+    chat_id = str((sess.collab_chat_id if sess else "") or view.get("collab_chat_id") or "")
+    client = group_client_of(flow)
+    members = list(view.get("collab_member_ids") or view.get("memberIds") or [])
+    if sess is not None:
+        members = list(sess.invited_userids or members)
+    dismiss = getattr(client, "dismiss_group", None)
+    if callable(dismiss) and chat_id:
+        dismiss(chat_id=chat_id, userids=members)
+    if chat_id:
+        try:
+            from agent.channel.wshoto.rooms import unwatch_collab_room
+
+            unwatch_collab_room(chat_id)
+        except Exception:
+            logger.exception("取消存档监听失败 chat=%s", chat_id)
+    ender = getattr(flow.ledger, "end_collab_group", None)
+    if callable(ender):
+        ender(work_order_no=no)
+    if sess is not None:
+        sess.collab_ended = True
+        flow._save(sess)
+    send_group_text(client, chat_id, copy.group_dissolved(work_order_no=no))
+    return "group_dissolved"
+
+
+def emit_group_deal(
+    *,
+    flow: Any,
+    ticket: object,
+    sess: Any = None,
+    quote: Optional[dict[str, Any]] = None,
+) -> None:
+    """群里只发一张成交跟进。版本 +1，旧卡点了要提示。"""
+    view = ticket_view(ticket)
+    no = ticket_no(ticket)
+    chat_id = str((sess.collab_chat_id if sess else "") or view.get("collab_chat_id") or "")
+    client = group_client_of(flow)
+    q = dict(quote or (sess.quote if sess else None) or view.get("quote") or {})
+    facts = dict((sess.facts if sess else None) or view.get("facts") or {})
+    ver = 1
+    if sess is not None:
+        sess.deal_version = int(getattr(sess, "deal_version", 0) or 0) + 1
+        ver = sess.deal_version
+        sess.phase = "wait_deal"
+        sess.allowed = (copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE)
+        sess.status = "已报价"
+        sess.quote = q
+        sess.wait_version += 1
+        flow._save(sess)
+    sales_name, _products, mention_ids = resolve_group_mentions(flow, ticket, sess)
+    text = f"@{sales_name}\n" + copy.deal_card(work_order_no=no, quote=q, facts=facts)
+    # 成交跟进只点销售：产品不能点这张卡。
+    sales_mention = mention_ids[:1] if mention_ids else []
+    send_group_text(client, chat_id, text, mention_userids=sales_mention)
+    carder = getattr(client, "send_group_card", None)
+    payload = copy.deal_wecom_payload(work_order_no=no, quote=q, facts=facts, card_version=ver)
+    if callable(carder):
+        carder(chat_id=chat_id, template_card=payload.get("template_card") or {})
+
+
+def explain_deal_click(
+    *,
+    flow: Any,
+    sender_id: str,
+    action: str,
+    card_meta: Optional[dict[str, Any]],
+    sess: Any,
+) -> str:
+    """
+    成交卡点错人 / 旧版 / 终态：群里说清楚，不当没反应。
+
+    返回空表示可以继续走成交。
+    """
+    if action not in {copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE}:
+        return ""
+    if sess is None:
+        return ""
+    chat_id = (sess.collab_chat_id or "").strip()
+    client = group_client_of(flow)
+    no = sess.work_order_no
+    if sess.status in TERMINAL:
+        send_group_text(client, chat_id, copy.ticket_locked(work_order_no=no, status=sess.status))
+        return "ticket_locked"
+    if sender_id != sess.sender_id:
+        send_group_text(client, chat_id, copy.group_deal_sales_only())
+        return "not_sales"
+    clicked = copy.deal_card_version(card_meta)
+    current = int(getattr(sess, "deal_version", 0) or 0)
+    if current and clicked and clicked != current:
+        send_group_text(client, chat_id, copy.group_deal_stale(work_order_no=no))
+        return "stale_deal"
+    return ""
+
+
+def _save_product_quote(flow: Any, no: str, quote: dict[str, Any], sess: Any) -> None:
+    writer = getattr(flow.ledger, "upsert_product_quote", None) or getattr(
+        flow.ledger, "upsert_quote", None
+    )
+    if callable(writer):
+        writer(work_order_no=no, quote=quote, to_status="已报价")
+    if sess is not None:
+        sess.quote = dict(quote)
+        sess.status = "已报价"
+        flow._save(sess)
+
+
+def _archive_file(flow: Any, no: str, filename: str, media: dict[str, Any], sender_id: str) -> None:
+    saver = getattr(flow.ledger, "attach_file", None)
+    if callable(saver):
+        saver(
+            work_order_no=no,
+            file_name=filename,
+            object_key=str(media.get("media_id") or media.get("MediaId") or filename),
+            content_type=str(media.get("content_type") or ""),
+            sender_id=sender_id,
+        )
+
+
+def _reload(flow: Any, chat_id: str, no: str) -> object:
+    finder = getattr(flow.ledger, "find_by_collab_chat", None)
+    if callable(finder) and chat_id:
+        hit = finder(chat_id=chat_id)
+        if hit is not None:
+            return hit
+    getter = getattr(flow.ledger, "get_ticket", None)
+    if callable(getter) and no:
+        return getter(work_order_no=no)
+    return None

inquiry-agent/agent/policy/sea_text_flow.py

@@ -44,6 +44,16 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
         super().__init__(ledger=ledger)
         self._group_client = group_client
 
+    def group_client(self) -> Any:
+        """
+        企微应用群客户端。测服正式不注入，现场再取默认 WeCom 客户端。
+
+        单测可注入 FakeGroupClient。取到后挂在流程上，后续补字段/发文件共用。
+        """
+        if self._group_client is None:
+            self._group_client = _default_group_client()
+        return self._group_client
+
     def on_text(
         self,
         *,
@@ -374,6 +384,23 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
         sess = self.session_for_action(sender_id, card_meta)
         if sess and action == copy.BTN_PULL_COLLAB and action in sess.allowed:
             return self._pull_collab_group(sess, reply, card_meta=card_meta)
+        if action in {copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE}:
+            from agent.policy.sea_group_ops import explain_deal_click
+
+            ticket_sess = sess
+            if ticket_sess is None:
+                wo = copy.work_order_from_card_meta(card_meta)
+                ticket_sess = self.session_by_work_order(wo)
+            if ticket_sess and (ticket_sess.collab_chat_id or "").strip():
+                reason = explain_deal_click(
+                    flow=self,
+                    sender_id=sender_id,
+                    action=action,
+                    card_meta=card_meta,
+                    sess=ticket_sess,
+                )
+                if reason:
+                    return reason
         return super().on_button(
             sender_id=sender_id, action=action, reply=reply, card_meta=card_meta
         )
@@ -390,10 +417,22 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
         没人可拉 / 建群失败：说明原因，按钮保持可点。已有群：不新建，置灰。
         """
         no = (sess.work_order_no or "").strip()
+        if sess.collab_ended:
+            reply(copy.group_cannot_recreate(work_order_no=no))
+            return "collab_ended"
+        getter = getattr(self._ledger, "get_ticket", None)
+        ticket = getter(work_order_no=no) if callable(getter) else None
+        if ticket is not None:
+            facts = dict(getattr(ticket, "collab_facts", {}) or {})
+            if bool(getattr(ticket, "collab_ended", False)) or str(
+                facts.get("__ended") or ""
+            ).strip() in {"1", "true"}:
+                sess.collab_ended = True
+                self._save(sess)
+                reply(copy.group_cannot_recreate(work_order_no=no))
+                return "collab_ended"
         existing = (sess.collab_chat_id or "").strip()
-        if not existing:
-            getter = getattr(self._ledger, "get_ticket", None)
-            ticket = getter(work_order_no=no) if callable(getter) else None
+        if not existing and ticket is not None:
             existing = str(getattr(ticket, "collab_chat_id", "") or "")
         if existing:
             sess.collab_chat_id = existing
@@ -402,6 +441,12 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
             self._save(sess)
             self._grey_clicked_card(reply, card_meta)
             self._ensure_archive_seats_in_group(existing)
+            try:
+                from agent.channel.wshoto.rooms import watch_collab_room
+
+                watch_collab_room(existing, work_order_no=no)
+            except Exception:
+                logger.exception("登记已有存档监听群失败 chat=%s", existing)
             reply(copy.sea_group_exists(work_order_no=no))
             return "collab_group"
 
@@ -429,13 +474,19 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
             if uid not in userids:
                 userids.append(uid)
 
-        client = self._group_client or _default_group_client()
+        client = self.group_client()
         created = client.create_group(name=no, userids=userids) or {}
         if not created.get("ok") or not created.get("chat_id"):
             reply(copy.sea_group_create_fail(reason=str(created.get("error") or "")))
             return sess.phase or "wait_collab"
 
         chat_id = str(created.get("chat_id") or "").strip()
+        try:
+            from agent.channel.wshoto.rooms import watch_collab_room
+
+            watch_collab_room(chat_id, work_order_no=no)
+        except Exception:
+            logger.exception("登记存档监听群失败 chat=%s", chat_id)
         sales_name = self._sales_display_name(sess.sender_id)
         binder = getattr(self._ledger, "bind_collab_group", None)
         if callable(binder):
@@ -444,6 +495,7 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
                 chat_id=chat_id,
                 member_ids=userids,
                 product_names=product_names,
+                product_ids=product_ids,
             )
 
         brief = copy.sea_group_brief(
@@ -456,8 +508,10 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
             has_price=bool(sess.quote and sess.status == "已报价"),
         )
         client.send_group(chat_id=chat_id, content=brief)
-
         sess.collab_chat_id = chat_id
+        from agent.policy.sea_group_ops import send_filled_sheet
+
+        send_filled_sheet(flow=self, ticket=None, sess=sess)
         sess.invited_userids = tuple(userids)
         sess.invited_sales_name = sales_name
         sess.invited_product_names = tuple(product_names)
@@ -525,7 +579,7 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
         seats = self._archive_seat_userids()
         if not chat_id or not seats:
             return
-        client = self._group_client or _default_group_client()
+        client = self.group_client()
         adder = getattr(client, "add_group_members", None)
         if not callable(adder):
             return