补齐成交跟进：按线路推成交通知、收下未成交原因、协商中按工作日再问。

成交走询价消息服务；陆运/海运私聊下一句能记下原因；协商中回执写明顺延三个工作日和下次 9：00。

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

inquiry-agent/agent/ledger/http_ledger.py

@@ -193,15 +193,46 @@ class HttpLedger:
         out.setdefault("needsPdf", str(format).lower() == "pdf")
         return out
 
-    def transition(self, *, work_order_no: str, to_status: str) -> dict[str, Any]:
-        out = self._post(
-            "/inquiry/agent/ticket/transition",
-            {"workOrderNo": work_order_no, "toStatus": to_status},
-        )
+    def transition(
+        self,
+        *,
+        work_order_no: str,
+        to_status: str,
+        remark: str = "",
+        lost_reason: str = "",
+        next_followup_at: str = "",
+        deal_notify_summary: str = "",
+    ) -> dict[str, Any]:
+        body: dict[str, Any] = {"workOrderNo": work_order_no, "toStatus": to_status}
+        if remark:
+            body["remark"] = remark
+        if lost_reason:
+            body["lostReason"] = lost_reason
+        if next_followup_at:
+            body["nextFollowupAt"] = next_followup_at
+        if deal_notify_summary:
+            body["dealNotifySummary"] = deal_notify_summary
+        out = self._post("/inquiry/agent/ticket/transition", body)
         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 patch_lost_reason(self, *, work_order_no: str, lost_reason: str) -> dict[str, Any]:
+        """未成交后记下原因。不改六态。"""
+        out = self._post(
+            "/inquiry/agent/ticket/patchLostReason",
+            {"workOrderNo": work_order_no, "lostReason": lost_reason},
+        )
+        return out if out.get("ok") else {"ok": False, "error": out.get("error") or "patch_lost_reason_failed"}
+
+    def claim_due_negotiate(self) -> list[dict[str, Any]]:
+        """认领到期协商再问，主账会清空再问时刻防重发。"""
+        out = self._post("/inquiry/agent/ticket/claimDueNegotiate", {})
+        rows = out.get("tickets") or out.get("result") or []
+        if isinstance(rows, list):
+            return [dict(x) for x in rows if isinstance(x, dict)]
+        return []
+
     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/agent/ledger/memory_ledger.py

@@ -41,6 +41,9 @@ class MemoryTicket:
     collab_ended: bool = False
     attachments: list[dict[str, Any]] = field(default_factory=list)
     quote_file_ready: bool = False
+    lost_reason: str = ""
+    next_followup_at: str = ""
+    deal_notify_summary: str = ""
 
 
 class MemoryLedger:
@@ -207,14 +210,70 @@ class MemoryLedger:
                 "status": ticket.status,
             }
 
-    def transition(self, *, work_order_no: str, to_status: str) -> dict[str, Any]:
+    def transition(
+        self,
+        *,
+        work_order_no: str,
+        to_status: str,
+        remark: str = "",
+        lost_reason: str = "",
+        next_followup_at: str = "",
+        deal_notify_summary: str = "",
+    ) -> dict[str, Any]:
+        _ = remark
         with self._lock:
             ticket = self._tickets.get(work_order_no)
             if ticket is None:
                 return {"ok": False, "error": "ticket_not_found"}
             ticket.status = to_status
+            if to_status == "未成交":
+                ticket.next_followup_at = ""
+                if lost_reason:
+                    ticket.lost_reason = lost_reason
+            elif to_status == "已成交":
+                ticket.next_followup_at = ""
+                if deal_notify_summary:
+                    ticket.deal_notify_summary = deal_notify_summary
+            elif to_status == "协商中":
+                ticket.next_followup_at = next_followup_at
             return {"ok": True, "status": ticket.status}
 
+    def patch_lost_reason(self, *, work_order_no: str, lost_reason: str) -> dict[str, Any]:
+        reason = (lost_reason or "").strip()
+        with self._lock:
+            ticket = self._tickets.get(work_order_no)
+            if ticket is None:
+                return {"ok": False, "error": "ticket_not_found"}
+            if ticket.status != "未成交":
+                return {"ok": False, "error": "not_lost", "status": ticket.status}
+            if not reason:
+                return {"ok": False, "error": "reason_blank"}
+            ticket.lost_reason = reason
+            return {"ok": True, "work_order_no": work_order_no, "lost_reason": reason}
+
+    def claim_due_negotiate(self) -> list[dict[str, Any]]:
+        now = datetime.now(_SHANGHAI).strftime("%Y-%m-%d %H:%M:%S")
+        hits: list[dict[str, Any]] = []
+        with self._lock:
+            for ticket in self._tickets.values():
+                due = (ticket.next_followup_at or "").strip()
+                if ticket.status != "协商中" or not due or due > now:
+                    continue
+                ticket.next_followup_at = ""
+                hits.append(
+                    {
+                        "work_order_no": ticket.work_order_no,
+                        "sales_wecom_id": ticket.sales_wecom_id,
+                        "sales_name": "",
+                        "business_line": ticket.business_line,
+                        "collab_chat_id": ticket.collab_chat_id,
+                        "status": ticket.status,
+                        "facts": dict(ticket.facts),
+                        "quote": dict(ticket.quote),
+                    }
+                )
+        return hits
+
     def get_ticket(self, *, work_order_no: str) -> MemoryTicket | None:
         with self._lock:
             return self._tickets.get(work_order_no)
@@ -282,8 +341,12 @@ class MemoryLedger:
         status = ticket.status
         quote = dict(ticket.quote or {})
         wait_phase = "done"
-        if status in {"已成交", "未成交", "协商中", "已关闭"}:
+        if status in {"已成交", "已关闭"}:
             wait_phase = "done"
+        elif status == "未成交":
+            wait_phase = "wait_lost_reason" if not (ticket.lost_reason or "").strip() else "done"
+        elif status == "协商中":
+            wait_phase = "wait_deal"
         elif status == "已报价" and quote:
             # 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"):
@@ -306,6 +369,10 @@ class MemoryLedger:
             "wait_phase": wait_phase,
             "collab_chat_id": ticket.collab_chat_id,
             "collab_facts": dict(ticket.collab_facts),
+            "lost_reason": ticket.lost_reason,
+            "lostReason": ticket.lost_reason,
+            "deal_notify_summary": ticket.deal_notify_summary,
+            "next_followup_at": ticket.next_followup_at,
         }
 
     def upsert_staff(self, row: dict[str, Any]) -> None: