落地私聊空运询价与TMS报价回填，按后台模板出单。

查到价后把币种、单位、数量、单价、备注写入报价单，避免销售只看到光秃秃的金额。

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

inquiry-agent/agent/ledger/__init__.py

@@ -47,17 +47,24 @@ class LedgerClient:
     def from_settings(cls, settings: Optional[Settings] = None) -> "LedgerClient":
         """从环境组装客户端。"""
         cfg = settings or get_settings()
+        token = (
+            getattr(cfg, "biz_api_token", None)
+            or getattr(cfg, "agent_callback_token", None)
+            or getattr(cfg, "inquiry_agent_callback_token", None)
+            or ""
+        )
         return cls(
             base_url=(cfg.biz_api_base_url or "").rstrip("/"),
             timeout_seconds=float(getattr(cfg, "biz_api_timeout_seconds", 10) or 10),
-            service_token=(getattr(cfg, "biz_api_token", None) or ""),
+            service_token=str(token),
         )
 
     def _http(self) -> httpx.Client:
         if self._client is None:
             headers = {"Accept": "application/json"}
             if self.service_token:
-                headers["X-Access-Token"] = self.service_token
+                # 回调令牌不是 Jeecg 登录 JWT。写入 X-Access-Token 会被 JwtFilter 验签失败并 401。
+                headers["X-Agent-Token"] = self.service_token
             self._client = httpx.Client(
                 base_url=self.base_url,
                 timeout=self.timeout_seconds,
@@ -123,7 +130,9 @@ class LedgerClient:
         """
         headers: dict[str, str] = {}
         if idempotency_key:
-            headers["X-Idempotency-Key"] = idempotency_key
+            from agent.schema.fingerprint import ascii_idempotency_key
+
+            headers["X-Idempotency-Key"] = ascii_idempotency_key(idempotency_key)
         try:
             resp = self._http().request(
                 method.upper(),
@@ -145,7 +154,7 @@ class LedgerClient:
                     path,
                 )
             return LedgerResponse(ok=ok, status_code=resp.status_code, data=data)
-        except httpx.HTTPError as exc:
+        except (httpx.HTTPError, UnicodeEncodeError, ValueError) as exc:
             logger.warning("ledger.request 异常 path=%s err=%s", path, exc)
             return LedgerResponse(ok=False, status_code=0, error=str(exc))
 

inquiry-agent/agent/ledger/http_ledger.py

@@ -0,0 +1,184 @@
+"""
+主账 HTTP 账本：建单 / 查价 / 报价 / 六态只打 8180。
+
+本文件职责：把 MemoryLedger 同名方法接到 /inquiry/agent/**；查价走真 TMS（主账出站）。
+禁止：直连 TMS / MySQL；把 Jeecg 包装失败当成有价。
+"""
+
+from __future__ import annotations
+
+import logging
+from typing import Any, Optional
+
+from agent.ledger import LedgerClient
+
+logger = logging.getLogger(__name__)
+
+
+def _unwrap(data: Any) -> dict[str, Any]:
+    """解开 Jeecg Result：{success, result} → result。"""
+    if not isinstance(data, dict):
+        return {}
+    if "result" in data and isinstance(data.get("result"), dict):
+        inner = data["result"]
+        if data.get("success") is False:
+            return {"ok": False, "error": str(data.get("message") or "ledger_error"), **inner}
+        return inner
+    return data
+
+
+class HttpLedger:
+    """
+    生产主账客户端。
+
+    超时随 LedgerClient；查价在主账线程打 TMS，本类只转发分类。
+    """
+
+    def __init__(self, client: LedgerClient | None = None) -> None:
+        self._client = client or LedgerClient.from_settings()
+
+    def _post(self, path: str, body: dict[str, Any], *, idem: str = "") -> dict[str, Any]:
+        resp = self._client.request_json("POST", path, json_body=body, idempotency_key=idem)
+        if not resp.ok:
+            logger.warning("http_ledger fail path=%s status=%s err=%s", path, resp.status_code, resp.error)
+            return {"ok": False, "error": resp.error or f"http_{resp.status_code}"}
+        return _unwrap(resp.data)
+
+    def find_similar_open(
+        self,
+        *,
+        facts: dict[str, str],
+        business_line: str,
+        exclude_work_order_no: str = "",
+    ) -> dict[str, Any]:
+        """全库相同需求检索；exclude_work_order_no 排除刚建的本单。"""
+        out = self._post(
+            "/inquiry/agent/ticket/findSimilar",
+            {
+                "salesWecomId": "",
+                "businessLine": business_line,
+                "facts": facts,
+                "excludeWorkOrderNo": exclude_work_order_no,
+            },
+        )
+        if "found" not in out:
+            return {"found": False, "first_or_same": "first", "work_order_no": "", "status": ""}
+        return out
+
+    def create_ticket(
+        self,
+        *,
+        sender_id: str,
+        business_line: str,
+        facts: dict[str, str],
+        idempotency_key: str = "",
+    ) -> dict[str, Any]:
+        out = self._post(
+            "/inquiry/agent/ticket/create",
+            {
+                "salesWecomId": sender_id,
+                "businessLine": business_line,
+                "facts": facts,
+                "idempotencyKey": idempotency_key,
+            },
+            idem=idempotency_key,
+        )
+        if not out.get("ok") and not out.get("work_order_no"):
+            return {"ok": False, "created": False, "work_order_no": "", "status": "", "first_or_same": "first"}
+        out.setdefault("ok", True)
+        if out.get("similar_work_order_no"):
+            out.setdefault("first_or_same", "same")
+        else:
+            out.setdefault("first_or_same", "first")
+        return out
+
+    def get_for_agent(self, *, work_order_no: str, sender_id: str) -> dict[str, Any]:
+        """读主账工单快照，供续办回到当时节点。"""
+        out = self._post(
+            "/inquiry/agent/ticket/get",
+            {"work_order_no": work_order_no, "salesWecomId": sender_id},
+        )
+        if not out.get("found") and not out.get("ok"):
+            return {"ok": False, "found": False, "owned": False, "work_order_no": work_order_no}
+        return out
+
+    def query_tms(self, *, work_order_no: str, facts: dict[str, str]) -> dict[str, Any]:
+        out = self._post(
+            "/inquiry/agent/tms/query",
+            {"work_order_no": work_order_no, "facts": facts},
+            idem=f"tms:{work_order_no}",
+        )
+        if "classification" not in out and not out.get("ok"):
+            return {
+                "ok": False,
+                "classification": "TMS_TECH_FAILURE",
+                "has_price": False,
+                "quote": {},
+            }
+        out.setdefault("quote", {})
+        return out
+
+    def upsert_quote(
+        self,
+        *,
+        work_order_no: str,
+        quote: dict[str, Any],
+        to_status: str = "",
+    ) -> dict[str, Any]:
+        # 有价时主账 query 已写快照并迁「已报价」；此处只做幂等确认，避免二次假写入。
+        _ = (work_order_no, quote, to_status)
+        return {"ok": True, "quote_version": 1, "status": to_status or "已报价"}
+
+    def render_quote(
+        self,
+        *,
+        work_order_no: str,
+        business_line: str,
+        facts: dict[str, Any],
+        quote: Optional[dict[str, Any]] = None,
+        format: str = "xlsx",
+        sales_wecom_id: str = "",
+    ) -> dict[str, Any]:
+        """
+        打主账按后台报价模板填 Excel。
+
+        失败（无关键词且无默认）原样带回销售话术。Java 不转 PDF。
+        """
+        from agent.quote_templates.match import FAIL_MESSAGE
+
+        # 填表+回文件可能超过默认 10s，单独放宽，仍禁止无限等。
+        prev_timeout = self._client.timeout_seconds
+        self._client.timeout_seconds = max(float(prev_timeout or 10), 45.0)
+        self._client.close()
+        try:
+            out = self._post(
+                "/inquiry/agent/quote/render",
+                {
+                    "workOrderNo": work_order_no,
+                    "businessLine": business_line,
+                    "facts": facts,
+                    "quote": quote or {},
+                    "salesWecomId": sales_wecom_id,
+                },
+                idem=f"quote-render:{work_order_no}:{format}",
+            )
+        finally:
+            self._client.timeout_seconds = prev_timeout
+            self._client.close()
+        if not out.get("ok"):
+            return {
+                "ok": False,
+                "error": out.get("error") or "NO_TEMPLATE",
+                "message": out.get("message") or FAIL_MESSAGE,
+            }
+        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},
+        )
+        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"}

inquiry-agent/agent/ledger/memory_ledger.py

@@ -0,0 +1,277 @@
+"""
+主账内存假账本（单测 / 无 8180 时）。
+
+本文件职责：实现建单（每次新开）、相似检索、TMS fixture、报价写入、六态流转，语义对齐 Java 主账。
+禁止：冒充已打真实 TMS；禁止被生产 Worker 当默认 Owner（生产必须 HTTP 主账）。
+"""
+
+from __future__ import annotations
+
+import logging
+import threading
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Any, Optional
+from zoneinfo import ZoneInfo
+
+from agent.schema.fingerprint import inquiry_fingerprint
+
+logger = logging.getLogger(__name__)
+
+_SHANGHAI = ZoneInfo("Asia/Shanghai")
+
+
+@dataclass
+class MemoryTicket:
+    """内存工单。"""
+
+    work_order_no: str
+    sales_wecom_id: str
+    business_line: str
+    facts: dict[str, str]
+    fingerprint: str
+    status: str = "询价中"
+    quote: dict[str, Any] = field(default_factory=dict)
+    quote_version: int = 0
+
+
+class MemoryLedger:
+    """
+    线程安全内存主账。
+
+    TMS fixture：facts.tms_force=1002 或目的港含「无价」→ 无价；否则有价。
+    """
+
+    def __init__(self) -> None:
+        self._lock = threading.Lock()
+        self._tickets: dict[str, MemoryTicket] = {}
+        self._seq = 0
+        # 单测默认同业务有一张默认模板，避免「生成 Excel」误走失败话术
+        self._templates: list[dict[str, Any]] = [
+            {
+                "templateId": "mem-default-air",
+                "name": "空运默认",
+                "bizType": "空运",
+                "keywords": [],
+                "isDefault": True,
+            }
+        ]
+        self.last_render: dict[str, Any] = {}
+
+    def _next_no(self) -> str:
+        self._seq += 1
+        day = datetime.now(_SHANGHAI).strftime("%Y%m%d")
+        return f"WO{day}{self._seq:04d}"
+
+    def find_similar_open(
+        self,
+        *,
+        facts: dict[str, str],
+        business_line: str,
+        exclude_work_order_no: str = "",
+    ) -> dict[str, Any]:
+        """
+        全库相同需求检索：需求指纹一模一样才算，不限六态。
+
+        多条只回最新一条；exclude_work_order_no 排除刚建的本单。
+        只供卡片展示，不复用当前工单号。
+        """
+        fp = inquiry_fingerprint(facts, business_line=business_line)
+        skip = (exclude_work_order_no or "").strip()
+        latest: MemoryTicket | None = None
+        with self._lock:
+            for t in self._tickets.values():
+                if t.fingerprint != fp:
+                    continue
+                if skip and t.work_order_no == skip:
+                    continue
+                latest = t
+        if latest is None:
+            return {"found": False, "first_or_same": "first", "work_order_no": "", "status": ""}
+        return {
+            "found": True,
+            "first_or_same": "same",
+            "work_order_no": latest.work_order_no,
+            "status": latest.status,
+        }
+
+    def create_ticket(
+        self,
+        *,
+        sender_id: str,
+        business_line: str,
+        facts: dict[str, str],
+        idempotency_key: str = "",
+    ) -> dict[str, Any]:
+        _ = idempotency_key
+        # 出询价确认必须新开一单，相同需求不复用未关闭工单
+        fp = inquiry_fingerprint(facts, business_line=business_line)
+        with self._lock:
+            no = self._next_no()
+            ticket = MemoryTicket(
+                work_order_no=no,
+                sales_wecom_id=sender_id,
+                business_line=business_line,
+                facts=dict(facts),
+                fingerprint=fp,
+            )
+            self._tickets[no] = ticket
+        similar = self.find_similar_open(
+            facts=facts, business_line=business_line, exclude_work_order_no=no
+        )
+        logger.info(
+            "memory_ledger.create %s first_or_same=%s similar=%s",
+            no,
+            similar.get("first_or_same"),
+            similar.get("work_order_no"),
+        )
+        return {
+            "ok": True,
+            "created": True,
+            "first_or_same": similar.get("first_or_same") or "first",
+            "found": bool(similar.get("found")),
+            "similar_work_order_no": similar.get("work_order_no") or "",
+            "work_order_no": no,
+            "status": "询价中",
+        }
+
+    def query_tms(self, *, work_order_no: str, facts: dict[str, str]) -> dict[str, Any]:
+        dest = str(facts.get("目的港") or "")
+        force = str(facts.get("tms_force") or "")
+        if force == "1002" or force == "1003" or "无价" in dest or "歧义" in dest:
+            return {
+                "ok": True,
+                "classification": "TMS_NO_QUOTE_1002",
+                "has_price": False,
+                "quote": {},
+            }
+        if force == "tech":
+            return {"ok": False, "classification": "TMS_TECH_FAILURE", "has_price": False, "quote": {}}
+        quote = {
+            "freight": "USD 1,200",
+            "other_fee": "USD 80",
+            "total": "USD 1,280",
+            "eta": "3-5 天",
+            "valid_until": "2026-09-20",
+            "source": "TMS",
+            "source_label": "TMS 标准报价",
+            "fee_lines": [
+                {"name": "空运费", "amount": "USD 1,200"},
+                {"name": "其他附加费", "amount": "USD 80"},
+            ],
+        }
+        return {
+            "ok": True,
+            "classification": "HAS_PRICE",
+            "has_price": True,
+            "quote": quote,
+        }
+
+    def upsert_quote(
+        self,
+        *,
+        work_order_no: str,
+        quote: dict[str, Any],
+        to_status: str = "",
+    ) -> dict[str, Any]:
+        with self._lock:
+            ticket = self._tickets.get(work_order_no)
+            if ticket is None:
+                return {"ok": False, "error": "ticket_not_found"}
+            ticket.quote_version += 1
+            ticket.quote = dict(quote)
+            if to_status:
+                ticket.status = to_status
+            return {
+                "ok": True,
+                "quote_version": ticket.quote_version,
+                "status": ticket.status,
+            }
+
+    def transition(self, *, work_order_no: str, to_status: str) -> dict[str, Any]:
+        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
+            return {"ok": True, "status": ticket.status}
+
+    def get_ticket(self, *, work_order_no: str) -> MemoryTicket | None:
+        with self._lock:
+            return self._tickets.get(work_order_no)
+
+    def set_quote_templates(self, templates: list[dict[str, Any]]) -> None:
+        """单测注入后台模板列表；空列表=未维护关键词也未维护默认。"""
+        with self._lock:
+            self._templates = list(templates)
+
+    def render_quote(
+        self,
+        *,
+        work_order_no: str,
+        business_line: str,
+        facts: dict[str, Any],
+        quote: Optional[dict[str, Any]] = None,
+        format: str = "xlsx",
+        sales_wecom_id: str = "",
+    ) -> dict[str, Any]:
+        """
+        按询价需求匹配内存模板。不填真实 xlsx，只回假字节供流程/单测。
+        """
+        from agent.quote_templates.match import FAIL_MESSAGE, pick_quote_template
+
+        _ = sales_wecom_id
+        with self._lock:
+            templates = list(self._templates)
+        picked = pick_quote_template(
+            templates=templates,
+            business_line=business_line,
+            facts=facts,
+            quote=quote,
+        )
+        if picked is None:
+            out = {"ok": False, "error": "NO_TEMPLATE", "message": FAIL_MESSAGE}
+            self.last_render = out
+            return out
+        ext = "pdf" if str(format).lower() == "pdf" else "xlsx"
+        out = {
+            "ok": True,
+            "matchType": picked.match_type,
+            "templateId": picked.template_id,
+            "templateName": picked.name,
+            "fileName": f"{work_order_no}_quote.{ext}",
+            "fileBase64": "UEsDBAoAAAAAA",
+            "needsPdf": False,
+        }
+        self.last_render = out
+        return out
+
+    def get_for_agent(self, *, work_order_no: str, sender_id: str) -> dict[str, Any]:
+        """
+        智能体续办读取：工单是否存在、是否本人、字段/报价/推断停点。
+        """
+        no = (work_order_no or "").strip()
+        ticket = self.get_ticket(work_order_no=no)
+        if ticket is None:
+            return {"ok": False, "found": False, "owned": False, "work_order_no": no}
+        owned = ticket.sales_wecom_id == sender_id
+        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"}:
+            wait_phase = "done"
+        elif status == "已报价" and quote:
+            wait_phase = "wait_adopt"
+        else:
+            wait_phase = "tms_miss"
+        return {
+            "ok": True,
+            "found": True,
+            "owned": owned,
+            "work_order_no": ticket.work_order_no,
+            "status": status,
+            "business_line": ticket.business_line,
+            "facts": dict(ticket.facts),
+            "quote": quote,
+            "wait_phase": wait_phase,
+        }