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/quote_templates/__init__.py

@@ -35,6 +35,8 @@ class TemplateEntry:
     mapping_json: str = ""
     biz_type: str = ""
     category: str = ""
+    keywords: tuple[str, ...] = ()
+    is_default: bool = False
 
 
 def local_cache_dir() -> Path:
@@ -93,6 +95,8 @@ def entries_from_ledger_response(resp: LedgerResponse) -> list[TemplateEntry]:
                 mapping_json=str(it.get("mappingJson") or ""),
                 biz_type=str(it.get("bizType") or ""),
                 category=str(it.get("category") or ""),
+                keywords=tuple(str(x) for x in (it.get("keywords") or []) if str(x).strip()),
+                is_default=bool(it.get("isDefault")),
             )
         )
     return out
@@ -160,22 +164,35 @@ def registry_as_dicts() -> list[dict[str, Any]]:
 def pick_template_for_biz(
     *,
     biz_type: str,
+    facts: Optional[dict[str, Any]] = None,
+    quote: Optional[dict[str, Any]] = None,
     keywords: Optional[list[str]] = None,
     entries: Optional[list[TemplateEntry]] = None,
 ) -> Optional[TemplateEntry]:
     """
-    按业务线 + 关键词挑选模板（优先 is_default 由主账排序保证）。
+    按询价需求匹配模板关键词；都未命中则同业务默认模板。
 
-    关键词命中任一即优；否则同 biz 第一条。
+    keywords 入参已废弃（兼容旧调用，忽略）。生产出单以主账 render 为准。
     """
+    _ = keywords
+    from agent.quote_templates.match import pick_quote_template
+
     items = entries if entries is not None else list_template_registry()
-    same = [e for e in items if (e.biz_type == biz_type or not e.biz_type)]
-    if not same:
-        same = list(items)
-    if keywords:
-        kw_l = [k.lower() for k in keywords if k]
-        for e in same:
-            blob = f"{e.filename} {e.category} {e.code}".lower()
-            if any(k in blob for k in kw_l):
-                return e
-    return same[0] if same else None
+    rows = [
+        {
+            "templateId": e.template_id or e.code,
+            "name": e.filename or e.code,
+            "bizType": e.biz_type,
+            "keywords": list(e.keywords),
+            "isDefault": e.is_default,
+            "_entry": e,
+        }
+        for e in items
+    ]
+    hit = pick_quote_template(
+        templates=rows, business_line=biz_type, facts=facts, quote=quote
+    )
+    if hit is None:
+        return None
+    entry = hit.raw.get("_entry")
+    return entry if isinstance(entry, TemplateEntry) else None

inquiry-agent/agent/quote_templates/match.py

@@ -0,0 +1,159 @@
+"""
+报价模板匹配：询价需求对模板关键词，未命中则同业务默认模板。
+
+本文件职责：纯函数，与 Java QuoteTemplateMatcher 同一套规则。
+调用：MemoryLedger / 单测；生产出单以主账 render 为准。
+禁止：在此发明价格；禁止读仓库 xlsx 当生产真相。
+"""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+from typing import Any, Iterable, Optional
+
+# 与 Java QuoteTemplateMatcher.FAIL_MESSAGE 保持一字不差
+FAIL_MESSAGE = "生成报价单失败，请联系IT运维维护后台报价模板。"
+
+
+@dataclass(frozen=True)
+class TemplatePick:
+    """一次匹配结果。"""
+
+    template_id: str
+    name: str
+    match_type: str
+    raw: dict[str, Any]
+
+
+def normalize_biz(raw: str) -> str:
+    """业务线归一：AIR/空 → 空运，SEA/海 → 海运，LAND/陆 → 陆运。"""
+    t = (raw or "").strip()
+    if not t:
+        return ""
+    lower = t.lower()
+    if lower == "air" or t == "空" or "空运" in t or t == "AIR":
+        return "空运"
+    if lower == "sea" or t == "海" or "海运" in t or t == "SEA":
+        return "海运"
+    if lower == "land" or t == "陆" or "陆运" in t or t == "LAND":
+        return "陆运"
+    return t
+
+
+def _as_keywords(raw: Any) -> list[str]:
+    if raw is None:
+        return []
+    if isinstance(raw, (list, tuple)):
+        return [str(x).strip() for x in raw if str(x).strip()]
+    text = str(raw).strip()
+    if not text or text.lower() == "null":
+        return []
+    if text.startswith("["):
+        inner = text[1:-1] if text.endswith("]") else text[1:]
+        out: list[str] = []
+        for part in inner.split(","):
+            s = part.strip().strip("\"'")
+            if s:
+                out.append(s)
+        return out
+    return [text]
+
+
+def _is_default(raw: Any) -> bool:
+    if raw is True:
+        return True
+    if isinstance(raw, (int, float)) and int(raw) == 1:
+        return True
+    s = str(raw or "").strip().lower()
+    return s in {"1", "true"}
+
+
+def _append(parts: list[str], val: Any) -> None:
+    if val is None:
+        return
+    s = str(val).strip()
+    if not s or s.lower() == "null":
+        return
+    parts.append(s)
+
+
+def build_inquiry_haystack(
+    *,
+    business_line: str,
+    facts: Optional[dict[str, Any]] = None,
+    quote: Optional[dict[str, Any]] = None,
+) -> str:
+    """拼匹配文本：已冻结字段 + 业务线 + 报价费用名。"""
+    parts: list[str] = []
+    _append(parts, business_line)
+    _append(parts, normalize_biz(business_line))
+    for key, val in (facts or {}).items():
+        _append(parts, key)
+        _append(parts, val)
+    q = quote or {}
+    for key in ("source", "source_label", "freight", "total"):
+        _append(parts, q.get(key))
+    lines = q.get("fee_lines") or []
+    if isinstance(lines, Iterable) and not isinstance(lines, (str, bytes)):
+        for row in lines:
+            if isinstance(row, dict):
+                _append(parts, row.get("name"))
+                _append(parts, row.get("amount"))
+            else:
+                _append(parts, row)
+    return " ".join(parts)
+
+
+def _row_of(item: Any) -> dict[str, Any]:
+    if isinstance(item, dict):
+        return item
+    return {
+        "templateId": getattr(item, "template_id", "") or getattr(item, "code", ""),
+        "name": getattr(item, "filename", "") or getattr(item, "code", ""),
+        "bizType": getattr(item, "biz_type", ""),
+        "keywords": list(getattr(item, "keywords", None) or []),
+        "isDefault": bool(getattr(item, "is_default", False)),
+    }
+
+
+def pick_quote_template(
+    *,
+    templates: Optional[list[Any]],
+    business_line: str,
+    facts: Optional[dict[str, Any]] = None,
+    quote: Optional[dict[str, Any]] = None,
+) -> Optional[TemplatePick]:
+    """
+    同业务线：先关键词命中，再默认模板。
+
+    参数 templates：主账 listEnabled 行或 TemplateEntry。
+    返回 None 时销售侧用 FAIL_MESSAGE。
+    """
+    want = normalize_biz(business_line)
+    haystack = build_inquiry_haystack(
+        business_line=business_line, facts=facts, quote=quote
+    ).lower()
+    keyword_hit: Optional[dict[str, Any]] = None
+    default_hit: Optional[dict[str, Any]] = None
+    for item in templates or []:
+        row = _row_of(item)
+        biz = normalize_biz(str(row.get("bizType") or ""))
+        if want and biz and want != biz:
+            continue
+        if default_hit is None and _is_default(row.get("isDefault")):
+            default_hit = row
+        if keyword_hit is None:
+            for kw in _as_keywords(row.get("keywords")):
+                if kw.lower() in haystack:
+                    keyword_hit = row
+                    break
+    hit = keyword_hit or default_hit
+    if hit is None:
+        return None
+    match_type = "keyword" if keyword_hit is not None else "default"
+    return TemplatePick(
+        template_id=str(hit.get("templateId") or hit.get("id") or ""),
+        name=str(hit.get("name") or ""),
+        match_type=match_type,
+        raw=hit,
+    )