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>
2026-09-19 16:08:48 +08:00
parent 9bb69ae72e
commit 1a2e1d6cb2
31 changed files with 1638 additions and 30 deletions
@@ -0,0 +1,247 @@
+"""
+成交三态：入账、推负责人、收下未成交原因、协商中不停会话。
+"""
+
+from __future__ import annotations
+
+import unittest
+
+from agent.ledger.memory_ledger import MemoryLedger
+from agent.policy import inquiry_copy as copy
+from agent.policy.air_text_flow import AirTextInquiryFlow, FlowSession
+from agent.policy.deal_outcome import capture_lost_reason, finish_deal_outcome
+from agent.policy.sea_text_flow import SeaTextInquiryFlow
+
+
+class TestDealOutcome(unittest.TestCase):
+    def setUp(self) -> None:
+        self.ledger = MemoryLedger()
+        created = self.ledger.create_ticket(
+            sender_id="sales1",
+            business_line="SEA",
+            facts={"起运港": "上海", "目的港": "洛杉矶", "品名": "衣服"},
+        )
+        self.wo = str(created.get("work_order_no") or "")
+        self.ledger.transition(work_order_no=self.wo, to_status="已报价")
+        self.ledger.upsert_staff(
+            {
+                "name": "海运负责人",
+                "wecomId": "lead-sea",
+                "roleCode": "sea",
+                "routes": "海运全线",
+                "isLeader": 1,
+                "status": "active",
+            }
+        )
+
+    def test_deal_notifies_leaders(self) -> None:
+        queued: list[dict] = []
+
+        def enqueue(*, touser, content, dedupe_key, payload):
+            queued.append(
+                {
+                    "touser": touser,
+                    "content": content,
+                    "dedupe_key": dedupe_key,
+                    "payload": payload,
+                }
+            )
+            return True, "ok"
+
+        out = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="已成交",
+            facts={"起运港": "上海", "目的港": "洛杉矶"},
+            quote={"total": "1000", "currency": "USD"},
+            business_line="SEA",
+            sales_name="吴吉林",
+            enqueue=enqueue,
+            notify_ready=True,
+        )
+        self.assertTrue(out.get("ok"))
+        self.assertEqual(out.get("phase"), "done")
+        self.assertIn("海运负责人", str(out.get("notify_summary") or ""))
+        self.assertEqual(queued[0]["touser"], "lead-sea")
+        self.assertEqual(queued[0]["payload"].get("wecom_app"), "notify")
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        self.assertEqual(ticket.status, "已成交")
+        self.assertEqual(ticket.next_followup_at, "")
+
+    def test_deal_notify_card_omits_sales_label(self) -> None:
+        """成交通知不要「销售」二字：标题副标和正文都不写。"""
+        text = copy.deal_notify_card(
+            work_order_no="WO202609180008",
+            sales_name="吴吉林",
+            facts={"起运地": "泉州", "目的地": "南京", "线路类别": "国内城配/拖车/打包"},
+            quote={},
+            business_line="LAND",
+        )
+        self.assertNotIn("销售", text)
+        payload = copy.deal_notify_wecom_payload(
+            work_order_no="WO202609180008",
+            sales_name="吴吉林",
+            facts={"起运地": "泉州", "目的地": "南京", "线路类别": "国内城配/拖车/打包"},
+            quote={},
+            business_line="LAND",
+        )
+        title = (payload.get("template_card") or {}).get("main_title") or {}
+        blob = str(title.get("title") or "") + str(title.get("desc") or "")
+        self.assertNotIn("销售", blob)
+        self.assertNotIn("desc", title)
+
+    def test_deal_without_leader_still_closes(self) -> None:
+        self.ledger.upsert_staff(
+            {
+                "name": "不是负责人",
+                "wecomId": "lead-sea",
+                "roleCode": "sea",
+                "routes": "海运全线",
+                "isLeader": 0,
+                "status": "active",
+            }
+        )
+        out = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="已成交",
+            facts={},
+            quote={},
+            business_line="SEA",
+            notify_ready=True,
+        )
+        self.assertEqual(out.get("notify_summary"), "无匹配负责人")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).status, "已成交")
+
+    def test_lost_waits_for_reason(self) -> None:
+        out = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="未成交",
+            facts={},
+            quote={},
+            business_line="SEA",
+        )
+        self.assertEqual(out.get("phase"), "wait_lost_reason")
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        self.assertEqual(ticket.status, "未成交")
+        self.assertEqual(ticket.lost_reason, "")
+        view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
+        self.assertEqual(view.get("wait_phase"), "wait_lost_reason")
+        captured = capture_lost_reason(
+            ledger=self.ledger, work_order_no=self.wo, reason="客人比价了"
+        )
+        self.assertTrue(captured.get("ok"))
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        self.assertEqual(ticket.lost_reason, "客人比价了")
+        view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
+        self.assertEqual(view.get("wait_phase"), "done")
+
+    def test_lost_reason_ack_repeats_user_text(self) -> None:
+        self.assertEqual(copy.lost_reason_ack("客户不要了"), "已记下未成交原因：客户不要了。")
+        self.assertEqual(copy.lost_reason_ack("价格高。"), "已记下未成交原因：价格高。")
+
+    def test_negotiate_ack_names_followup_day(self) -> None:
+        text = copy.deal_ack("协商中", "WO202609190007", "2026-09-24 09:00:00")
+        self.assertEqual(
+            text,
+            "已记录为「协商中」。已顺延三个工作日，9月24日的9：00再次发起成交状态询问。",
+        )
+        self.assertNotIn("跟进周期已顺延", text)
+
+    def test_negotiate_keeps_wait_deal(self) -> None:
+        out = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="协商中",
+            facts={},
+            quote={},
+            business_line="SEA",
+        )
+        self.assertEqual(out.get("phase"), "wait_deal")
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        self.assertEqual(ticket.status, "协商中")
+        self.assertTrue(ticket.next_followup_at)
+        view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
+        self.assertEqual(view.get("wait_phase"), "wait_deal")
+        again = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="协商中",
+            facts={},
+            quote={},
+            business_line="SEA",
+        )
+        self.assertEqual(again.get("phase"), "wait_deal")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).status, "协商中")
+        self.assertTrue(again.get("next_followup_at"))
+
+    def test_private_next_text_is_lost_reason(self) -> None:
+        flow = AirTextInquiryFlow(self.ledger)
+        sess = FlowSession(
+            sender_id="sales1",
+            thread_id="sales1",
+            phase="wait_deal",
+            business_line="SEA",
+            work_order_no=self.wo,
+            allowed=(copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE),
+        )
+        flow._save(sess)
+        replies: list[str] = []
+        phase = flow.on_button(
+            sender_id="sales1",
+            action=copy.BTN_LOST,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "wait_lost_reason")
+        phase = flow.on_text(
+            sender_id="sales1",
+            text="价格高",
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "done")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).lost_reason, "价格高")
+        self.assertTrue(any(t == "已记下未成交原因：价格高。" for t in replies))
+
+    def test_sea_private_next_text_is_lost_reason(self) -> None:
+        flow = SeaTextInquiryFlow(self.ledger)
+        flow._save(
+            FlowSession(
+                sender_id="sales1",
+                thread_id="sales1",
+                phase="wait_deal",
+                business_line="SEA",
+                work_order_no=self.wo,
+                allowed=(copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE),
+            )
+        )
+        replies: list[str] = []
+        phase = flow.on_button(
+            sender_id="sales1",
+            action=copy.BTN_LOST,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "wait_lost_reason")
+        phase = flow.on_text(
+            sender_id="sales1",
+            text="客人比价了",
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "done")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).lost_reason, "客人比价了")
+
+    def test_claim_due_negotiate_clears_schedule(self) -> None:
+        finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="协商中",
+            facts={},
+            quote={},
+            business_line="SEA",
+        )
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        ticket.next_followup_at = "2020-01-01 09:00:00"
+        rows = self.ledger.claim_due_negotiate()
+        self.assertEqual(len(rows), 1)
+        self.assertEqual(rows[0]["work_order_no"], self.wo)
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).next_followup_at, "")