qizhong/inquiry_robot
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

重启后仍能跳过协同出方案，未成交可同一句带原因；海陆有价卡改为直接生成报价单。

Browse Source 
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
jillion886
2026-09-23 18:45:28 +08:00
co-authored by Cursor
parent 378bb892b3
commit 84207bb4e5
18 changed files with 414 additions and 32 deletions
Download Patch File Download Diff File Expand all files Collapse all files
inquiry-agent/agent/handlers/air_group_collab.py
+1
View File
@@ -313,6 +313,7 @@ def _handle_bound(
sender_id=message.sender_id,
outcome=outcome,
chat_id=chat_id,
text=message.content or "",
)
if intent == INTENT_CONFIRM_TMS:
return apply_air_confirm_tms(
inquiry-agent/agent/handlers/group_collab.py
+1
View File
@@ -211,6 +211,7 @@ def handle_group_inbound(
sender_id=message.sender_id,
outcome=outcome,
sess=sess,
text=message.content or "",
)
if intent == INTENT_CONFIRM_TMS:
return apply_confirm_tms_quote(
inquiry-agent/agent/policy/air_group_ops.py
+13 -3
View File
@@ -609,6 +609,7 @@ def apply_air_deal(
sender_id: str,
outcome: str,
chat_id: str,
text: str = "",
) -> str:
if not is_sales(ticket, sender_id):
send_group_text(group_client_of(flow), chat_id, copy.air_sales_only_deal())
@@ -616,10 +617,11 @@ def apply_air_deal(
stopped = halt_closed_group(flow=flow, ticket=ticket, chat_id=chat_id)
if stopped:
return stopped
from agent.policy.deal_outcome import finish_deal_outcome
from agent.policy.deal_outcome import finish_deal_outcome, harvest_inline_lost_reason
from agent.policy.sea_group_ops import facts_of_group
view = ticket_view(ticket)
inline = harvest_inline_lost_reason(text) if outcome == "未成交" else ""
result = finish_deal_outcome(
ledger=flow.ledger,
work_order_no=ticket_no(ticket),
@@ -628,16 +630,24 @@ def apply_air_deal(
quote=dict(view.get("quote") or {}),
business_line="AIR",
sales_name=str(view.get("sales_name") or ""),
lost_reason=inline,
)
if not result.get("ok"):
send_group_text(group_client_of(flow), chat_id, "主账状态更新失败，成交结果未入账。")
return "ledger_fail"
phase = str(result.get("phase") or "done")
ack_reason = inline if phase == "done" and outcome == "未成交" else ""
send_group_text(
group_client_of(flow),
chat_id,
copy.deal_ack(outcome, ticket_no(ticket), str(result.get("next_followup_at") or "")),
copy.deal_ack(
outcome,
ticket_no(ticket),
str(result.get("next_followup_at") or ""),
lost_reason=ack_reason,
),
)
return str(result.get("phase") or "done")
return phase
def apply_air_lock(
inquiry-agent/agent/policy/air_text_flow.py
+51 -4
View File
@@ -560,7 +560,15 @@ class AirTextInquiryFlow:
if phase == "wait_collab":
allowed = (copy.BTN_SKIP_COLLAB,)
elif phase == "wait_adopt":
allowed = (copy.BTN_ADOPT_EXCEL, copy.BTN_ADOPT_PDF, copy.BTN_REJECT)
# skip_collab_on_wait_adopt：主账把空运/陆运「已报价未出文件」收成方案卡，
# 但手机上协同卡还在。进程重启后点「不需要协同」必须还能出方案，不能静默丢掉。
# 报价文件已发出时主账会改 wait_deal，这里不会走到。
allowed = (
copy.BTN_SKIP_COLLAB,
copy.BTN_ADOPT_EXCEL,
copy.BTN_ADOPT_PDF,
copy.BTN_REJECT,
)
elif phase == "wait_deal":
allowed = (copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE)
elif phase == "wait_lost_reason":
@@ -707,6 +715,9 @@ class AirTextInquiryFlow:
reply=reply,
card_meta=inbound_raw,
)
oral_lost = self.try_deal_oral(sess, text, reply, inbound_raw)
if oral_lost:
return oral_lost
# 未成交后下一句任意文字即原因；完整新询价（注入字段）则空着原因开新单。
if (
sess
@@ -1612,17 +1623,44 @@ class AirTextInquiryFlow:
logger.exception("报价 PDF 入队失败 wo=%s", work_order_no)
return False
def try_deal_oral(
self,
sess: Optional[FlowSession],
text: str,
reply: ReplyFn,
card_meta: Optional[dict[str, Any]] = None,
) -> str:
"""
成交跟进阶段口播未成交；同一句可带原因。
点卡仍走 match_button。返回阶段名；不是未成交口播则空串。
"""
from agent.policy.deal_outcome import looks_like_lost_outcome
if sess is None or not (text or "").strip():
return ""
allowed = sess.allowed or ()
if copy.BTN_LOST not in allowed and sess.phase not in {"wait_deal", "wait_file"}:
return ""
if not looks_like_lost_outcome(text):
return ""
if sess.phase == "wait_file":
self._promote_wait_deal(sess)
return self._close(sess, reply, "未成交", card_meta=card_meta, source_text=text)
def _close(
self,
sess: FlowSession,
reply: ReplyFn,
status: str,
card_meta: Optional[dict[str, Any]] = None,
source_text: str = "",
) -> str:
"""点成交/未成交/协商中：先整卡置灰，再入主账。"""
"""点成交/未成交/协商中：先整卡置灰，再入主账。未成交同一句带原因则一次记完。"""
self._grey_clicked_card(reply, card_meta, replace_name=status)
from agent.policy.deal_outcome import finish_deal_outcome
from agent.policy.deal_outcome import finish_deal_outcome, harvest_inline_lost_reason
inline = harvest_inline_lost_reason(source_text) if status == "未成交" else ""
result = finish_deal_outcome(
ledger=self._ledger,
work_order_no=sess.work_order_no,
@@ -1631,6 +1669,7 @@ class AirTextInquiryFlow:
quote=sess.quote,
business_line=sess.business_line,
sales_name=sess.invited_sales_name,
lost_reason=inline,
)
if not result.get("ok"):
reply("主账状态更新失败，成交结果未入账。")
@@ -1644,7 +1683,15 @@ class AirTextInquiryFlow:
sess.allowed = ()
sess.wait_version += 1
self._save(sess)
reply(copy.deal_ack(status, sess.work_order_no, str(result.get("next_followup_at") or "")))
ack_reason = inline if phase == "done" and status == "未成交" else ""
reply(
copy.deal_ack(
status,
sess.work_order_no,
str(result.get("next_followup_at") or ""),
lost_reason=ack_reason,
)
)
return phase
def _capture_lost_reason(self, sess: FlowSession, text: str, reply: ReplyFn) -> str:
inquiry-agent/agent/policy/deal_outcome.py
+59 -2
View File
@@ -18,6 +18,54 @@ logger = logging.getLogger(__name__)
EnqueueFn = Callable[..., tuple[bool, str]]
# 成交跟进里先认未成交，避免被「成交」误伤。
_LOST_MARKERS = ("未成交", "没成交", "没有成交", "没做成", "黄了")
_QUESTION_TAILS = frozenset({"吗", "呢", "吧", "啊", "呀", "嘛", "？", "?"})
_KEEP_REASON_AS_IS = frozenset({"原因不明", "原因不详", "理由不明", "理由不详"})
def harvest_inline_lost_reason(text: str) -> str:
"""
从「未成交，原因客户不想要了」这类一句里抽出原因。
只写未成交、问句尾巴（吗/呢）不当原因。原因不明整句保留。
调用：成交跟进私聊/群聊；不在回调线程跑。
"""
raw = (text or "").strip()
if not raw:
return ""
compact = raw.replace(" ", "")
marker = ""
at = -1
for token in _LOST_MARKERS:
hit = compact.find(token)
if hit < 0:
continue
if at < 0 or hit < at:
at = hit
marker = token
if at < 0 or not marker:
return ""
rest = compact[at + len(marker) :].strip()
rest = rest.lstrip("，,。.;；:：、-/—")
if rest in _KEEP_REASON_AS_IS:
return rest
for label in ("未成交原因是", "未成交原因", "原因是", "理由是", "原因", "理由"):
if rest.startswith(label):
rest = rest[len(label) :].lstrip("，,。.;；:：、-/— ")
break
if rest in _QUESTION_TAILS:
return ""
return rest.strip()
def looks_like_lost_outcome(text: str) -> bool:
"""成交跟进阶段：这句话是在说未成交。"""
blob = (text or "").replace(" ", "")
if not blob:
return False
return any(token in blob for token in _LOST_MARKERS)
def notify_app_ready() -> bool:
"""询价消息服务已配 AgentId+Secret 才推。空则只成交不推。"""
@@ -65,12 +113,13 @@ def finish_deal_outcome(
sales_name: str = "",
enqueue: Optional[EnqueueFn] = None,
notify_ready: Optional[bool] = None,
lost_reason: str = "",
) -> dict[str, Any]:
"""
先入主账，再按结果推人或排再问。
返回 ok / phase / notify_summary。phase：
已成交 done；未成交 wait_lost_reason；协商中 wait_deal。
已成交 done；未成交无原因 wait_lost_reason；未成交已带原因 done；协商中 wait_deal。
"""
no = (work_order_no or "").strip()
status = (outcome or "").strip()
@@ -135,7 +184,15 @@ def finish_deal_outcome(
return {"ok": False, "error": result.get("error") or "transition_failed", "phase": "ledger_fail"}
from agent.policy.event_exception import WAIT_LOST_REASON, clear_wait, start_wait
if status == "未成交":
inline_reason = (lost_reason or "").strip()
if status == "未成交" and inline_reason:
captured = capture_lost_reason(ledger=ledger, work_order_no=no, reason=inline_reason)
if captured.get("ok"):
phase = "done"
else:
phase = "wait_lost_reason"
start_wait(ledger, work_order_no=no, wait_kind=WAIT_LOST_REASON)
elif status == "未成交":
phase = "wait_lost_reason"
start_wait(ledger, work_order_no=no, wait_kind=WAIT_LOST_REASON)
elif status == "协商中":
inquiry-agent/agent/policy/inquiry_copy.py
+57 -12
View File
@@ -71,6 +71,8 @@ _SEA_CLARIFY = tuple(
# 文字按钮（销售点卡或原样回复均可）
BTN_SKIP_COLLAB = "不需要协同，直接生成报价单"
BTN_SKIP_COLLAB_OLD = "不需要协同，直接生成基础报价单"
# 海运/陆运已有 TMS 报价时价格明细卡用短文案；空运仍用上面长文案。点卡 EventKey 不变。
BTN_SKIP_COLLAB_TMS = "直接生成报价单"
BTN_SKIP_COLLAB_KEY = "skip_collab"
BTN_SKIP_COLLAB_DONE = "已提交"
BTN_PULL_COLLAB = "拉产品进群协同"
@@ -695,7 +697,12 @@ def inquiry_card(
def canonical_button(raw: str) -> str:
"""把销售点卡 / 原文 / 企微 EventKey 收成标准按钮文案；对不上返回空。"""
text = (raw or "").strip().strip("【】")
if text in {BTN_SKIP_COLLAB, BTN_SKIP_COLLAB_OLD, BTN_SKIP_COLLAB_KEY}:
if text in {
BTN_SKIP_COLLAB,
BTN_SKIP_COLLAB_OLD,
BTN_SKIP_COLLAB_TMS,
BTN_SKIP_COLLAB_KEY,
}:
return BTN_SKIP_COLLAB
# 新卡 EventKey 带工单号：skip_collab:WO…，避免点旧卡落到最新单
if text.startswith(f"{BTN_SKIP_COLLAB_KEY}:"):
@@ -1441,7 +1448,7 @@ def sea_tms_hit_card(
lines.append("")
lines.append(sea_collab_ask())
lines.append(BTN_PULL_COLLAB)
lines.append(BTN_SKIP_COLLAB)
lines.append(BTN_SKIP_COLLAB_TMS)
return "\n".join(lines)
@@ -1485,7 +1492,7 @@ def sea_tms_hit_wecom_payload(
"key": f"{BTN_PULL_COLLAB_KEY}:{work_order_no}",
},
{
"text": BTN_SKIP_COLLAB,
"text": BTN_SKIP_COLLAB_TMS,
"style": 1,
"key": f"{BTN_SKIP_COLLAB_KEY}:{work_order_no}",
},
@@ -1860,7 +1867,7 @@ def sea_group_brief(
"""
群里自动摘要：询价 + 协同 + TMS 报价 + 人工报价。
TMS 无价只写「TMS 暂无匹配报价」，产品报的价单独放人工报价，销售调价另起一段。
TMS 无价写「TMS 暂无匹配报价」并提示用文字或 Excel 另报；产品报的价单独放人工报价，销售调价另起一段。
禁止把调后价写进 TMS 段。陆运传入 transport_mode=陆运，始发站/货物字段跟核对卡同一套。
"""
no = (work_order_no or "").strip()
@@ -1907,9 +1914,10 @@ def sea_group_brief(
lines.extend(ln for ln in detail if ln.strip() not in {source, title, "TMS标准报价"})
else:
lines.extend(quote_detail_lines(tms, transport_mode=mode))
lines.append(group_tms_confirm_hint())
lines.append(group_tms_confirm_hint(business_line="LAND" if mode == "陆运" else "SEA"))
else:
lines.append("TMS 暂无匹配报价")
lines.append(group_no_tms_quote_hint(business_line="LAND" if mode == "陆运" else "SEA"))
if manual and (quote_fee_lines(manual) or str(manual.get("total") or "").strip() not in {"", "-"}):
lines.append("")
lines.append("人工报价：")
@@ -2260,7 +2268,9 @@ def file_ready(*, kind: str, work_order_no: str, filename: str) -> str:
return f"已生成{kind}最终报价单：{filename}（工单 {work_order_no}）"
DEAL_HINT = "咨询成交状态：请选择成交 / 未成交 / 协商中(未成交需补充原因)。"
# 未成交原因说明跟在未成交后，不跟在协商中后。验收脚本认这个开关。
DEAL_LOST_REASON_BEFORE_NEGOTIATE = True
DEAL_HINT = "咨询成交状态：请输入成交 / 未成交 (未成交需补充原因)/ 协商中。"
DEAL_SUBTITLE = "报价单已发送，请跟进成交状态"
@@ -2393,9 +2403,35 @@ def group_only_product_can_quote() -> str:
return "只有产品能报价格，请产品在群里发价格或 Excel/PDF"
def group_tms_confirm_hint() -> str:
"""报价有效期下方：有 TMS 价时告诉产品还可以确认沿用。"""
return "有TMS报价时可回复“确认报价”沿用该价；也可直接回复协同报价或上传报价附件。"
_GROUP_QUOTE_TAIL = (
"亦可通过“纯文字”告知新报价，或直接将新报价excel表发给智能体。\n"
"（注：附件报价单仅作为文件存储于后台，智能体不读取且不将报价内容写进系统）"
)
def group_tms_confirm_hint(*, business_line: str = "") -> str:
"""
有 TMS 价时写在报价有效期下方：谁可以确认沿用，以及怎么另报。
空运喊航线人员，海运/陆运喊产品人员。附件只当存档，不读进报价。
"""
line = (business_line or "").strip().upper()
who = "航线人员" if line == "AIR" else "产品人员"
return f"请{who}回复“确认报价”确定采用TMS报价。\n{_GROUP_QUOTE_TAIL}"
def group_no_tms_quote_hint(*, business_line: str = "") -> str:
"""
TMS 无价时写在「暂无匹配」下方：谁可以用文字或 Excel 另报。
空运喊航线人员，海运/陆运喊产品人员。附件只当存档，不读进报价。
"""
line = (business_line or "").strip().upper()
who = "航线人员" if line == "AIR" else "产品人员"
return (
f"{who}可通过“纯文字”告知新报价，或直接将新报价excel表发给智能体。\n"
"（注：附件报价单仅作为文件存储于后台，智能体不读取且不将报价内容写进系统）"
)
def quote_attachment_saved_app(work_order_no: str, count: int = 1) -> str:
@@ -2482,7 +2518,7 @@ def group_deal_followup(*, sales_name: str, work_order_no: str) -> str:
f"@{name}\n"
f"询价工单 {no}\n"
"报价单已发送，请确认成交状态\n"
"咨询成交状态：请输入成交 / 未成交 / 协商中(未成交需补充原因)"
"咨询成交状态：请输入成交 / 未成交 (未成交需补充原因)/ 协商中"
)
@@ -2490,11 +2526,19 @@ def group_deal_mention(*, sales_name: str, work_order_no: str) -> str:
return group_deal_followup(sales_name=sales_name, work_order_no=work_order_no)
def deal_ack(outcome: str, work_order_no: str, next_followup_at: str = "") -> str:
def deal_ack(
outcome: str,
work_order_no: str,
next_followup_at: str = "",
lost_reason: str = "",
) -> str:
"""成交三态回执。协商中写明顺延三个工作日和下次再问的月日 9：00。"""
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。"
if outcome == "未成交":
reason = (lost_reason or "").strip()
if reason:
return f"已记录为「未成交」。{lost_reason_ack(reason)}"
return "已记录为「未成交」。请补充未成交原因。"
when = _followup_month_day(next_followup_at)
if when:
@@ -2682,9 +2726,10 @@ def air_group_brief(
lines.append("TMS报价：")
if tms and (tms.get("total") or quote_fee_lines(tms)):
lines.extend(quote_detail_lines(tms, business_line="AIR"))
lines.append(group_tms_confirm_hint())
lines.append(group_tms_confirm_hint(business_line="AIR"))
else:
lines.append("TMS 暂无匹配报价")
lines.append(group_no_tms_quote_hint(business_line="AIR"))
if manual and (quote_fee_lines(manual) or str(manual.get("total") or "").strip() not in {"", "-"}):
lines.append("")
lines.append("人工报价：")
inquiry-agent/agent/policy/land_text_flow.py
+3
View File
@@ -78,6 +78,9 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
reply=reply,
card_meta=inbound_raw,
)
oral_lost = self.try_deal_oral(sess, text, reply, inbound_raw)
if oral_lost:
return oral_lost
if sess and sess.phase == "tms_tech" and (sess.work_order_no or "").strip():
if looks_like_confirm(text):
logger.info("land.tms_retry wo=%s sender=%s", sess.work_order_no, sender_id)
inquiry-agent/agent/policy/multi_group_ops.py
+7 -1
View File
@@ -515,7 +515,13 @@ def _maybe_deal(flow: Any, ticket: object, sender_id: str, text: str) -> str:
"还有运输段没有报价单，全部报完后再确认成交。",
)
return "deal_wait_segments"
return apply_group_deal(flow=flow, ticket=ticket, sender_id=sender_id, outcome=outcome)
return apply_group_deal(
flow=flow,
ticket=ticket,
sender_id=sender_id,
outcome=outcome,
text=text,
)
def _write_segments(flow: Any, work_order_no: str, segments: list[Segment]) -> None:
inquiry-agent/agent/policy/sea_group_ops.py
+10 -2
View File
@@ -1106,6 +1106,7 @@ def apply_group_deal(
sender_id: str,
outcome: str,
sess: Any = None,
text: str = "",
) -> str:
"""
群里文字确认成交/未成交/协商中。口令不写死，意图在 group_intent。
@@ -1128,8 +1129,9 @@ def apply_group_deal(
if not (quote.get("total") or _quote_fee_rows(quote) or status_now in {"已报价", "协商中"}):
send_group_text(client, chat_id, copy.group_deal_need_quote())
return "deal_need_quote"
from agent.policy.deal_outcome import finish_deal_outcome
from agent.policy.deal_outcome import finish_deal_outcome, harvest_inline_lost_reason
inline = harvest_inline_lost_reason(text) if outcome == "未成交" else ""
result = finish_deal_outcome(
ledger=flow.ledger,
work_order_no=no,
@@ -1138,6 +1140,7 @@ def apply_group_deal(
quote=quote,
business_line=str(view.get("business_line") or (sess.business_line if sess else "SEA") or "SEA"),
sales_name=str(view.get("sales_name") or (getattr(sess, "invited_sales_name", "") if sess else "") or ""),
lost_reason=inline,
)
if not result.get("ok"):
send_group_text(client, chat_id, "主账状态更新失败，成交结果未入账。")
@@ -1151,7 +1154,12 @@ def apply_group_deal(
else:
sess.allowed = ()
flow._save(sess)
send_group_text(client, chat_id, copy.deal_ack(outcome, no, str(result.get("next_followup_at") or "")))
ack_reason = inline if phase == "done" and outcome == "未成交" else ""
send_group_text(
client,
chat_id,
copy.deal_ack(outcome, no, str(result.get("next_followup_at") or ""), lost_reason=ack_reason),
)
return phase
inquiry-agent/agent/policy/sea_text_flow.py
+8
View File
@@ -89,6 +89,9 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
reply=reply,
card_meta=inbound_raw,
)
oral_lost = self.try_deal_oral(sess, text, reply, inbound_raw)
if oral_lost:
return oral_lost
# 未成交后下一句任意文字即原因，不能先抽字段当成新询价。
if (
sess
@@ -389,6 +392,11 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
sess = super()._session_from_ledger(sender_id=sender_id, view=view)
if sess.business_line in {"SEA", "LAND"} and sess.phase == "wait_collab":
sess.allowed = (copy.BTN_PULL_COLLAB, copy.BTN_SKIP_COLLAB)
if sess.business_line in {"SEA", "LAND"} and sess.phase == "wait_adopt":
# 陆运/海运未出文件时主账也可能收成方案卡；手机上拉群/跳过协同仍有效。
keep = tuple(sess.allowed or ())
head = (copy.BTN_PULL_COLLAB, copy.BTN_SKIP_COLLAB)
sess.allowed = tuple(dict.fromkeys(head + keep))
if sess.business_line in {"SEA", "LAND"} and sess.phase == "tms_miss":
sess.allowed = (copy.BTN_PULL_COLLAB,)
sess.collab_chat_id = str(view.get("collab_chat_id") or "")