落地陆运群内协同：按填写样例拉群并只列本单协同项，进群把私聊已抽到的字段带上。

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

inquiry-agent/agent/policy/air_group_ops.py

@@ -155,7 +155,25 @@ def send_air_brief_and_sheet(
     if room and not view.get("collab_chat_id"):
         view["collab_chat_id"] = room
     facts = dict(view.get("facts") or {})
+    from agent.schema.field_validate import AIR_COLLAB_FIELDS, pick_collab_from_facts
+
+    seeded = pick_collab_from_facts(facts, AIR_COLLAB_FIELDS)
     collab = dict(view.get("collab_facts") or {})
+    if seeded:
+        changed = False
+        for k, v in seeded.items():
+            if v and not str(collab.get(k) or "").strip():
+                collab[k] = v
+                changed = True
+        if changed:
+            view["collab_facts"] = collab
+            patcher = getattr(getattr(flow, "ledger", None), "patch_collab_facts", None)
+            if callable(patcher):
+                patcher(
+                    work_order_no=no,
+                    facts=seeded,
+                    sender_id=str(view.get("sales_wecom_id") or view.get("salesWecomId") or ""),
+                )
     view["collab_facts"] = collab
     view_q = dict(view.get("quote") or {})
     override = dict(quote_override or {})

inquiry-agent/agent/policy/inquiry_copy.py

@@ -17,9 +17,10 @@ from agent.schema.field_validate import (
     AIR_COLLAB_FIELDS,
     AIR_REQUIRED_FIELDS,
     LAND_DISPLAY,
-    SEA_COLLAB_DISPLAY,
     SEA_COLLAB_FIELDS,
     SEA_REQUIRED_FIELDS,
+    collab_display_name,
+    collab_fields_for_ticket,
     display_name,
 )
 from agent.schema.land_options import option_prompt as _land_option_prompt
@@ -101,6 +102,30 @@ _CONTINUE_HINT = (
 ASK_TRANSPORT = "请补充运输方式：海运 / 空运 / 陆运。"
 # 旧一句只问运输类型；销售要一次看到类型、线路、分类。残留调用也走完整清单。
 ASK_LAND_SUBTYPE = _land_option_prompt(current={})
+
+
+def land_sample_image_payload() -> dict[str, Any]:
+    """
+    填写样例表图片出站。
+
+    走企微 image，不走文件气泡。路径随发布包，出站线程再读字节。
+    禁止在回调线程上传。
+    """
+    from agent.schema.land_options import sample_image_path
+
+    path = sample_image_path()
+    return {
+        "msgtype": "image",
+        "filename": "填写样例.png",
+        "filepath": str(path),
+    }
+
+
+def land_sample_image_fallback() -> str:
+    """图片失败时回文字样例，避免销售什么都看不到。"""
+    from agent.schema.land_options import sample_fallback_text
+
+    return sample_fallback_text()
 FIRST_CHAT = "你好，我是询价机器人。请直接描述客户需求，例如「上海到洛杉矶空运，3 件 180kg，下周三前到」，我会解析需求并查询 TMS 标准报价。"
 ROUTE_MODEL_FAILED = "刚才没听清，请再说一次：是新询价，还是要接着办哪张工单？"
 LAND_CONFIRM_TAIL = "请回复“确定”进行TMS查价，内容有误时，请重新发内容。"
@@ -111,9 +136,8 @@ LAND_TMS_RETRYING = "正在重新查询TMS报价。工单：{wo}"
 _LAND_LCL_KEYS = ("起运港", "目的港", "品名", "体积", "毛重", "报价日期")
 _LAND_FTL_KEYS = ("起运港", "目的港", "品名", "车型/数量", "报价日期")
 _LAND_HK_FULL_KEYS = ("起运港", "目的港", "品名", "报价日期")
-_LAND_LCL_TYPES = frozenset({"国内运输拼车", "跨境集拼"})
-_LAND_FTL_TYPES = frozenset({"国内运输整车", "跨境整车"})
-_LAND_CUSTOMS_TYPES = frozenset({"跨境集拼", "跨境整车", "中港"})
+_LAND_FTL_TYPES = frozenset({"国内运输整车", "跨境整车", "中港零担/集拼"})
+_LAND_CUSTOMS_TYPES = frozenset({"跨境集拼", "跨境整车", "中港整车", "中港零担/集拼"})
 _LAND_EXAMPLES = {
     "起运港": "广州",
     "目的港": "深圳",
@@ -127,11 +151,8 @@ _LAND_EXAMPLES = {
 
 def _land_cargo_keys(land_type: str, facts: dict[str, str] | None = None) -> tuple[str, ...]:
     """当前运输类型要展示的货物内部键。中港整车不要车型/数量。"""
-    if land_type == "中港":
-        load = str((facts or {}).get("中港装载方式") or "").strip()
-        if load == "零担/集拼":
-            return _LAND_FTL_KEYS
-        # 整车或还没选定装载：卡片/补问都不出现车型/数量
+    _ = facts
+    if land_type == "中港整车":
         return _LAND_HK_FULL_KEYS
     if land_type in _LAND_FTL_TYPES:
         return _LAND_FTL_KEYS
@@ -142,8 +163,9 @@ def land_confirm_card(facts: dict[str, str] | None) -> str:
     """
     确定查价前的核对卡。没有工单号。
 
-    行列出运输类型/线路/分类（中港再加装载）和该类型货物字段。
+    行列出运输类型/线路/分类和该类型货物字段。
     国内不出现通关口岸；跨境/中港通关口岸非必填，没填留空行。
+    不再单独列出中港装载方式。
     """
     src = dict(facts or {})
     land_type = (src.get("运输类型") or "").strip()
@@ -152,8 +174,6 @@ def land_confirm_card(facts: dict[str, str] | None) -> str:
         f"线路类别（必填）：{(src.get('线路类别') or '').strip()}",
         f"运输分类（必填）：{(src.get('运输分类') or '').strip()}",
     ]
-    if land_type == "中港":
-        lines.append(f"中港装载方式（必填）：{(src.get('中港装载方式') or '').strip()}")
     for key in _land_cargo_keys(land_type, src):
         label = LAND_DISPLAY.get(key, key)
         val = (src.get(key) or "").strip()
@@ -170,6 +190,11 @@ def land_group_no_staff() -> str:
     return "没有可拉的产品人员。请先在后台「员工管理」维护本线路的陆运产品岗后再试。"
 
 
+def land_group_pair_rejected() -> str:
+    """类型+线路不在填写样例里，禁止拉群。"""
+    return "拉群失败，请排查填写内容，并重新发起工单。"
+
+
 def ask_land_fields(
     *,
     facts: dict[str, str] | None = None,
@@ -182,7 +207,7 @@ def ask_land_fields(
     报价日期不进待补充。
     """
     src = dict(facts or {})
-    skip = {"报价日期", "运输类型", "线路类别", "运输分类", "中港装载方式"}
+    skip = {"报价日期", "运输类型", "线路类别", "运输分类"}
     missing = [k for k in missing_keys if k and k not in skip]
     land_type = (land_subtype or src.get("运输类型") or "").strip()
     lines = ["请确认并补充以下信息：", "运输方式：陆运"]
@@ -373,10 +398,6 @@ def inquiry_field_lines(
             f"线路类别：{(facts.get('线路类别') or '-').strip() or '-'}",
             f"运输分类：{(facts.get('运输分类') or '-').strip() or '-'}",
         ]
-        if land_type == "中港":
-            lines.append(
-                f"中港装载方式：{(facts.get('中港装载方式') or '-').strip() or '-'}"
-            )
         for key in _land_cargo_keys(land_type, facts):
             label = LAND_DISPLAY.get(key, key)
             val = (facts.get(key) or "-").strip() or "-"
@@ -1151,8 +1172,10 @@ def sea_group_brief(
     lines.append("")
     lines.append("协同补充字段：")
     collab = dict(collab_facts or {})
-    for key in SEA_COLLAB_FIELDS:
-        label = SEA_COLLAB_DISPLAY.get(key, key)
+    line = "LAND" if mode == "陆运" else "SEA"
+    collab_keys = collab_fields_for_ticket(facts, line) or SEA_COLLAB_FIELDS
+    for key in collab_keys:
+        label = collab_display_name(key, line)
         val = (collab.get(key) or collab.get(label) or "").strip() or "-"
         lines.append(f"{label}：{val}")
     tms = dict(tms_quote) if tms_quote is not None else {}
@@ -1298,14 +1321,10 @@ def scheme_horizontal_rows(
 
 
 def _land_scheme_type_line(facts: dict[str, str]) -> str:
-    """方案卡「类型」格：运输类型、中港装载、线路类别、运输分类。"""
+    """方案卡「类型」格：运输类型、线路类别、运输分类。"""
     src = facts or {}
     land_type = (src.get("运输类型") or "-").strip() or "-"
     bits = [land_type]
-    if land_type == "中港":
-        load = (src.get("中港装载方式") or "").strip()
-        if load:
-            bits.append(load)
     route = (src.get("线路类别") or "-").strip() or "-"
     klass = (src.get("运输分类") or "-").strip() or "-"
     bits.extend([route, klass])
@@ -1576,7 +1595,15 @@ 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:
+def group_fields_not_recognized(
+    keys: tuple[str, ...] | None = None,
+    business_line: str = "",
+) -> str:
+    """没认出协同字段。陆运列出本单可补项；海运保持原六项口。"""
+    if keys:
+        line = (business_line or "").strip().upper() or "SEA"
+        names = [collab_display_name(k, line) for k in keys]
+        return "听到了。请直接说" + "、".join(names) + "。"
     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。"
 
 

inquiry-agent/agent/policy/land_text_flow.py

@@ -1,7 +1,7 @@
 """
 陆运文字询价确定性流程。
 
-本文件职责：选项联动 → 按类型补货物 → 无工单号核对卡 →（确定后）建单查 TMS。
+本文件职责：三项选项各自必填（不联动）→ 按类型补货物 → 无工单号核对卡 →（确定后）建单查 TMS。
 查价后半段复用海运拉群/报价单/成交，拉人按线路类别，禁止陆运岗全员。
 禁止：字段齐了就建单；直连 TMS；把海运「出卡即查价」改掉。
 调用：handler 在 Worker/inbox 线程；禁止回调线程同步跑。
@@ -23,6 +23,8 @@ from agent.schema.land_options import (
     harvest_land_options,
     looks_like_confirm,
     option_prompt,
+    option_prompt_needs_sample,
+    sample_pair_allowed,
     validate_land_options,
 )
 from agent.schema.tms_land_query import assemble_land_query
@@ -112,7 +114,7 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
         subtype = str(snap.get("land_subtype") or facts.get("运输类型") or "").strip()
         if subtype and not str(facts.get("运输类型") or "").strip():
             facts["运输类型"] = subtype
-        option_keys = ("运输类型", "线路类别", "运输分类", "中港装载方式")
+        option_keys = ("运输类型", "线路类别", "运输分类")
         base = dict(sess.facts) if sess else {}
         cargo = {k: v for k, v in facts.items() if k not in option_keys}
         merged = dict(base)
@@ -184,6 +186,23 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
             sess=sess,
         )
 
+    def _reply_land_options(
+        self,
+        reply: ReplyFn,
+        facts: dict[str, str],
+        *,
+        message: str = "",
+    ) -> None:
+        """
+        选项补问：先发文字清单，需要样例时再发表格图。
+
+        图片失败由出站回退文字样例。不在本方法上传素材。
+        """
+        body = (message or "").strip() or option_prompt(current=facts)
+        reply(body)
+        if option_prompt_needs_sample(current=facts):
+            reply(copy.land_sample_image_fallback(), copy.land_sample_image_payload())
+
     def _confirm_or_hold(
         self,
         *,
@@ -221,7 +240,7 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
         """
         销售确定之后才建陆运工单并查 TMS。
 
-        核对卡阶段没有工单号。运输分类、中港装载方式写入工单 facts，不进入 assemble 出站。
+        核对卡阶段没有工单号。运输分类写入工单 facts，不进入 assemble 出站。
         """
         import uuid
 
@@ -363,10 +382,10 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
             facts=merged, business_line="LAND", land_subtype=land_type
         )
         cargo = dict(check["facts"])
-        cargo.update({k: merged[k] for k in ("运输类型", "线路类别", "运输分类", "中港装载方式") if merged.get(k)})
+        cargo.update({k: merged[k] for k in ("运输类型", "线路类别", "运输分类") if merged.get(k)})
         tms = assemble_land_query(cargo)
         cargo = dict(tms.get("facts") or cargo)
-        cargo.update({k: merged[k] for k in ("运输类型", "线路类别", "运输分类", "中港装载方式") if merged.get(k)})
+        cargo.update({k: merged[k] for k in ("运输类型", "线路类别", "运输分类") if merged.get(k)})
         missing = list(check.get("missing") or [])
         for key in tms.get("missing") or []:
             if key not in missing and key not in {"运输类型", "线路类别"}:
@@ -412,7 +431,11 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
             return "wait_confirm"
         if state.get("stage") == "options_error":
             err = (state["opt"].get("errors") or [{}])[0]
-            reply(str(err.get("message") or option_prompt(current=facts)))
+            self._reply_land_options(
+                reply,
+                facts,
+                message=str(err.get("message") or ""),
+            )
             self._save(
                 FlowSession(
                     sender_id=sender_id,
@@ -427,12 +450,11 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
             self._clear_parked_confirm(sender_id)
             return "need_land_options"
         if state["stage"] == "options_missing":
-            body = option_prompt(current=facts)
             logger.info(
                 "land.options_missing missing=%s",
                 (state.get("opt") or {}).get("missing") or [],
             )
-            reply(body)
+            self._reply_land_options(reply, facts)
             self._save(
                 FlowSession(
                     sender_id=sender_id,
@@ -574,6 +596,32 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
 
         clear_pending_land_confirm(sender_id)
 
+    def _pull_collab_group(
+        self,
+        sess: FlowSession,
+        reply: ReplyFn,
+        card_meta: Optional[dict[str, Any]] = None,
+    ) -> str:
+        """
+        点「拉产品进群协同」：先核填写样例，再按线路拉人建群。
+
+        类型+线路对不上样例：不建群，告诉销售重新开单。按钮保持可点。
+        对得上则走海运同一套建群。
+        """
+        facts = dict(sess.facts or {})
+        land_type = str(facts.get("运输类型") or "").strip()
+        route = str(facts.get("线路类别") or "").strip()
+        if not sample_pair_allowed(land_type, route):
+            logger.info(
+                "land.group.reject pair type=%s route=%s wo=%s",
+                land_type or "-",
+                route or "-",
+                sess.work_order_no or "-",
+            )
+            reply(copy.land_group_pair_rejected())
+            return sess.phase or "wait_collab"
+        return super()._pull_collab_group(sess, reply, card_meta=card_meta)
+
     def _match_sea_staff(self, sess: FlowSession) -> list[dict[str, Any]]:
         """按本单线路类别整词匹配产品·陆运，禁止全员。"""
         matcher = getattr(self._ledger, "match_land_staff", None)

inquiry-agent/agent/policy/quote_overlay.py

@@ -24,6 +24,10 @@ _COLLAB_LABEL_MARKERS: tuple[tuple[str, tuple[str, ...]], ...] = (
     ("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")),
+    ("客户名称", ("客户名称", "customer_name")),
+    ("货值", ("货值", "cargo_value")),
+    ("是否为危险品", ("是否为危险品", "is_dangerous")),
+    ("包装方式", ("包装方式", "包装类型")),
 )
 
 

inquiry-agent/agent/policy/sea_group_ops.py

@@ -14,7 +14,12 @@ 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
+from agent.schema.field_validate import (
+    SEA_COLLAB_DISPLAY,
+    SEA_COLLAB_FIELDS,
+    collab_display_name,
+    collab_fields_for_ticket,
+)
 
 # 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 = {
@@ -24,6 +29,10 @@ _COLLAB_FILL_ALIASES = {
     "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"),
+    "客户名称": ("客户名称", "customer_name"),
+    "货值": ("货值", "cargo_value"),
+    "是否为危险品": ("是否为危险品", "is_dangerous"),
+    "包装方式": ("包装方式", "包装类型"),
 }
 
 logger = logging.getLogger(__name__)
@@ -91,6 +100,24 @@ def ticket_no(ticket: object) -> str:
     return str(ticket_view(ticket).get("work_order_no") or "").strip()
 
 
+def _collab_keys_of(ticket: object, sess: Any = None) -> tuple[str, tuple[str, ...]]:
+    """本单业务线 + 允许写入的协同内部键。"""
+    view = ticket_view(ticket)
+    facts = dict(view.get("facts") or {})
+    if sess is not None and getattr(sess, "facts", None):
+        facts.update(dict(sess.facts or {}))
+    line = str(
+        view.get("business_line")
+        or view.get("businessLine")
+        or (getattr(sess, "business_line", "") if sess is not None else "")
+        or "SEA"
+    ).strip().upper() or "SEA"
+    keys = collab_fields_for_ticket(facts, line)
+    if not keys and line != "LAND":
+        keys = SEA_COLLAB_FIELDS
+    return line, keys
+
+
 def is_terminal(ticket: object) -> bool:
     return ticket_status(ticket) in TERMINAL
 
@@ -378,6 +405,13 @@ def send_brief_and_sheet(
     quote = dict(override or sess_q or view_q or tms or manual)
     sales_name, products, mention_ids = resolve_group_mentions(flow, ticket, sess)
     has_tms = bool(tms.get("total") or _quote_fee_rows(tms))
+    line = str(
+        view.get("business_line")
+        or view.get("businessLine")
+        or (sess.business_line if sess is not None else "")
+        or "SEA"
+    ).strip().upper()
+    mode = "陆运" if line == "LAND" else "海运"
     brief = copy.sea_group_brief(
         work_order_no=no,
         facts=facts,
@@ -388,9 +422,16 @@ def send_brief_and_sheet(
         has_price=has_tms,
         tms_quote=tms,
         product_quote=manual,
+        transport_mode=mode,
     )
     send_group_text(client, chat_id, brief, mention_userids=mention_ids)
-    send_filled_sheet(flow=flow, ticket=ticket, sess=sess, quote_override=quote)
+    send_filled_sheet(
+        flow=flow,
+        ticket=ticket,
+        sess=sess,
+        quote_override=quote,
+        business_line=line,
+    )
     return "brief_and_sheet"
 
 
@@ -400,7 +441,7 @@ def send_filled_sheet(
     ticket: object,
     sess: Any = None,
     quote_override: Optional[dict[str, Any]] = None,
-    business_line: str = "SEA",
+    business_line: str = "",
     chat_id: str = "",
 ) -> dict[str, Any]:
     """
@@ -429,7 +470,7 @@ def send_filled_sheet(
         flow=flow,
         chat_id=room,
         work_order_no=no,
-        facts=_facts_for_fill(facts, collab),
+        facts=_facts_for_fill(facts, collab, business_line=line or "SEA"),
         quote=quote,
         sales_id=str(
             (sess.sender_id if sess else "")
@@ -441,15 +482,20 @@ def send_filled_sheet(
     )
 
 
-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。"""
+def _collab_value(collab: dict[str, str], key: str, business_line: str = "SEA") -> str:
+    """协同项：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, "")
+    label = collab_display_name(key, business_line)
     if label:
         val = str(src.get(label) or "").strip()
+    if val:
+        return val
+    sea_label = SEA_COLLAB_DISPLAY.get(key, "")
+    if sea_label:
+        val = str(src.get(sea_label) or "").strip()
     return val
 
 
@@ -466,15 +512,22 @@ def _oil_elec_mag_text(collab: dict[str, str]) -> str:
     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]:
+def _facts_for_fill(
+    facts: dict[str, str],
+    collab: dict[str, str],
+    business_line: str = "SEA",
+) -> dict[str, str]:
     """
-    询价七项 + 协同六项。中文键和填表英文码一起带上。
+    询价字段 + 本单协同项。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。
+    模板没有格子的新项照样带上，overlay 找不到标签就跳过。
     """
     merged = dict(facts or {})
     src = dict(collab or {})
-    for key in SEA_COLLAB_FIELDS:
-        val = _collab_value(src, key)
+    line = (business_line or "SEA").strip().upper() or "SEA"
+    keys = collab_fields_for_ticket(facts, line) or SEA_COLLAB_FIELDS
+    for key in keys:
+        val = _collab_value(src, key, line)
         if not val:
             continue
         for alias in _COLLAB_FILL_ALIASES.get(key, (key,)):
@@ -549,7 +602,7 @@ def apply_collab_update(
     sender_id: str,
     sess: Any = None,
 ) -> str:
-    """补协同六项。终态要说明原因。"""
+    """补本单协同项。终态要说明原因。不该有的项当没补到。"""
     ticket = hydrate_ticket(flow, ticket)
     no = ticket_no(ticket)
     chat_id = str((sess.collab_chat_id if sess else "") or ticket_view(ticket).get("collab_chat_id") or "")
@@ -557,11 +610,21 @@ def apply_collab_update(
     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)
+    line, keys = _collab_keys_of(ticket, sess)
+    fields = extract_collab_fields(text, allow_b=True, allowed_keys=keys)
     if not fields:
-        send_group_text(client, chat_id, copy.group_fields_not_recognized())
+        send_group_text(
+            client,
+            chat_id,
+            copy.group_fields_not_recognized(keys=keys or None, business_line=line),
+        )
         return "collab_not_recognized"
-    flow.apply_collab_facts(work_order_no=no, facts=fields, sender_id=sender_id)
+    flow.apply_collab_facts(
+        work_order_no=no,
+        facts=fields,
+        sender_id=sender_id,
+        allowed_keys=keys,
+    )
     if sess is not None:
         merged = dict(sess.collab_facts)
         merged.update(fields)
@@ -603,9 +666,15 @@ def apply_product_quote(
     if not is_product(ticket, sender_id, flow=flow):
         send_group_text(client, chat_id, copy.group_only_product_can_quote())
         return "quote_not_product"
-    fields = extract_collab_fields(text)
+    fields = extract_collab_fields(text, allowed_keys=_collab_keys_of(ticket, sess)[1])
     if fields:
-        flow.apply_collab_facts(work_order_no=no, facts=fields, sender_id=sender_id)
+        line, keys = _collab_keys_of(ticket, sess)
+        flow.apply_collab_facts(
+            work_order_no=no,
+            facts=fields,
+            sender_id=sender_id,
+            allowed_keys=keys,
+        )
         if sess is not None:
             merged = dict(sess.collab_facts)
             merged.update(fields)
@@ -772,7 +841,7 @@ def _persist_quote_sheet(
         result = renderer(
             work_order_no=no,
             business_line=line,
-            facts=_facts_for_fill(facts, collab),
+            facts=_facts_for_fill(facts, collab, business_line=line or "SEA"),
             quote=quote,
             format="xlsx",
             sales_wecom_id=str(

inquiry-agent/agent/policy/sea_text_flow.py

@@ -514,6 +514,24 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
                 product_ids=product_ids,
             )
 
+        from agent.schema.field_validate import collab_fields_for_ticket, pick_collab_from_facts
+
+        line = (sess.business_line or "SEA").upper()
+        keys = collab_fields_for_ticket(sess.facts, line)
+        seeded = pick_collab_from_facts(sess.facts, keys)
+        if seeded:
+            merged = dict(sess.collab_facts or {})
+            for k, v in seeded.items():
+                if v and not str(merged.get(k) or "").strip():
+                    merged[k] = v
+            sess.collab_facts = merged
+            self.apply_collab_facts(
+                work_order_no=no,
+                facts=seeded,
+                sender_id=sess.sender_id,
+                allowed_keys=keys,
+            )
+
         brief = copy.sea_group_brief(
             work_order_no=no,
             facts=sess.facts,
@@ -638,6 +656,7 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
         work_order_no: str,
         facts: dict[str, str],
         sender_id: str,
+        allowed_keys: tuple[str, ...] | None = None,
     ) -> dict[str, Any]:
         """
         群里静默写入协同字段。不改六态、不回复、不出报价版本。
@@ -647,10 +666,11 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
         from agent.schema.field_validate import SEA_COLLAB_FIELDS
 
         no = (work_order_no or "").strip()
+        keys = tuple(allowed_keys) if allowed_keys is not None else SEA_COLLAB_FIELDS
         cleaned = {
             k: str(v).strip()
             for k, v in (facts or {}).items()
-            if k in SEA_COLLAB_FIELDS and str(v or "").strip()
+            if k in keys and str(v or "").strip()
         }
         if not no or not cleaned:
             return {"ok": False, "updated": []}