落地报价模板主账与后台：合同映射、灌种 SQL/脚本、智能体填表，并补测服运维探针与合同文档对齐。

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

inquiry-agent/agent/foundation_selftest.py

@@ -238,9 +238,15 @@ def main() -> int:
     from agent.quote_templates import list_templates_from_ledger
 
     lt = list_templates_from_ledger(LedgerClient.from_settings(get_settings()))
-    assert lt.status_code == 501
-    assert lt.error and "list_quote_templates" in lt.error
-
+    # 主账可达时返回 2xx；不可达时 status_code=0 + error，不再假装 501
+    assert isinstance(lt.status_code, int)
+    assert lt.ok or lt.error or lt.data is not None
+    logger.info(
+        "OK: list_quote_templates status=%s ok=%s err=%s",
+        lt.status_code,
+        lt.ok,
+        (lt.error or "")[:80],
+    )
     vf = validate_required_fields_shell(facts={}, require_formal=True)
     assert vf.get("implemented") is False
 

inquiry-agent/agent/jobs/__init__.py

@@ -18,6 +18,7 @@ from agent.graph.runtime import GraphRuntime
 from agent.jobs.archive import archive_stream, process_archive_stub
 from agent.jobs.libreoffice import LibreOfficeConverter
 from agent.jobs.pdf_job import pdf_stream, process_pdf_job
+from agent.jobs.quote_fill import fill_quote_workbook
 from agent.jobs.recognition import process_recognition_stub
 from agent.jobs.wake_consumer import claim_and_apply_wake, wake_stream
 from agent.llm import LlmGateway, LlmMode

inquiry-agent/agent/jobs/pdf_job.py

@@ -12,6 +12,7 @@ from dataclasses import dataclass
 from typing import Any, Optional
 
 from agent.jobs.libreoffice import LibreOfficeConverter, LibreOfficeResult
+from agent.jobs.quote_fill import fill_then_convert_pdf
 from agent.redis_coord import get_redis_runtime, try_acquire_idempotency
 from agent.redis_coord.keys import STREAM_PDF
 from agent.redis_coord.runtime import RedisRuntime
@@ -71,10 +72,32 @@ def process_pdf_job(
     """
     处理一条 PDF 任务（调用方必须已占用 libreoffice 槽）。
 
-    缺 xlsx_path 或本机无 soffice 时返回 ok=False，不抛崩 Worker。
+    若 payload 含 template_xlsx + mapping_json + facts，先 quote_fill 再转 PDF。
+    缺路径或本机无 soffice 时返回 ok=False，不抛崩 Worker。
     """
-    path = str(data.get("xlsx_path") or "")
     conv = converter or LibreOfficeConverter.from_settings()
+    template_xlsx = str(data.get("template_xlsx") or "")
+    mapping_json = data.get("mapping_json")
+    facts = data.get("facts")
+    work_dir = str(data.get("work_dir") or "")
+    if template_xlsx and mapping_json is not None and isinstance(facts, dict):
+        from pathlib import Path
+        import tempfile
+
+        wd = Path(work_dir) if work_dir else Path(tempfile.mkdtemp(prefix="quote_fill_"))
+        fill, pdf = fill_then_convert_pdf(
+            source_xlsx=template_xlsx,
+            work_dir=wd,
+            mapping=mapping_json if not isinstance(mapping_json, str) else mapping_json,
+            facts=facts,
+            converter=conv,
+        )
+        if not fill.ok:
+            return LibreOfficeResult(ok=False, error=f"fill_failed:{fill.error}")
+        assert pdf is not None
+        return pdf
+
+    path = str(data.get("xlsx_path") or "")
     if not path:
         return LibreOfficeResult(ok=False, error="missing_xlsx_path")
     return conv.convert_xlsx_to_pdf(path)

inquiry-agent/agent/jobs/quote_fill.py

@@ -0,0 +1,215 @@
+"""
+按主账 mappingJson 向报价 Excel 写入已冻结事实。
+
+本文件职责：复制模板 → 跳过黄区 → 写 fields / fee_rows → 产出工作副本路径。
+调用方：Worker LibreOffice 槽之前；禁止在 HTTP 回调线程执行。
+禁止：发明价格；直连 TMS；把本模块当六态 Owner。
+"""
+
+from __future__ import annotations
+
+import json
+import logging
+import re
+import shutil
+from dataclasses import dataclass
+from pathlib import Path
+from typing import Any, Mapping, Optional
+
+logger = logging.getLogger(__name__)
+
+# 黄区近似 RGB（与 Java QuoteTemplateExcelSupport 对齐）
+_YELLOW_RGB = {
+    "FFFFFF00",
+    "FFFF00",
+    "FFFFEB9C",
+    "FFFFC000",
+    "FFFFFF99",
+    "FFFFCC00",
+    "FFFFD966",
+    "FFFFF2CC",
+    "FFFFE699",
+}
+
+
+@dataclass(frozen=True)
+class QuoteFillResult:
+    """一次填表结果。"""
+
+    ok: bool
+    output_xlsx: str = ""
+    error: str = ""
+    fields_written: int = 0
+
+
+def _col_letter_to_index(letter: str) -> int:
+    letter = (letter or "").strip().upper()
+    n = 0
+    for ch in letter:
+        if not ("A" <= ch <= "Z"):
+            continue
+        n = n * 26 + (ord(ch) - ord("A") + 1)
+    return max(n - 1, 0)
+
+
+def _parse_cell_ref(cell_ref: str) -> tuple[str, int, int]:
+    """
+    解析 Sheet!A1 → (sheet, row0, col0)。
+    """
+    sheet = "Sheet1"
+    addr = cell_ref
+    if "!" in cell_ref:
+        sheet, addr = cell_ref.split("!", 1)
+    m = re.match(r"^\$?([A-Za-z]+)\$?(\d+)$", addr.strip())
+    if not m:
+        raise ValueError(f"非法单元格引用: {cell_ref}")
+    col = _col_letter_to_index(m.group(1))
+    row = int(m.group(2)) - 1
+    return sheet, row, col
+
+
+def fill_quote_workbook(
+    *,
+    source_xlsx: str | Path,
+    output_xlsx: str | Path,
+    mapping: Mapping[str, Any] | str,
+    facts: Mapping[str, Any],
+) -> QuoteFillResult:
+    """
+    按 mapping 写入冻结事实。
+
+    参数：
+      source_xlsx：主账版本对象落地的原模板
+      output_xlsx：工作副本输出路径
+      mapping：mappingJson 对象或 JSON 字符串
+      facts：已冻结字段（含可选 fee_rows 列表）
+    副作用：写磁盘 xlsx；不调 LibreOffice、不打主账。
+    线程：必须在 Worker 槽内调用。
+    """
+    try:
+        from openpyxl import load_workbook
+    except ImportError:
+        return QuoteFillResult(ok=False, error="openpyxl_not_installed")
+
+    src = Path(source_xlsx)
+    out = Path(output_xlsx)
+    if not src.is_file():
+        return QuoteFillResult(ok=False, error="source_not_found")
+
+    if isinstance(mapping, str):
+        try:
+            mapping_obj = json.loads(mapping)
+        except json.JSONDecodeError as exc:
+            return QuoteFillResult(ok=False, error=f"mapping_json_invalid:{exc}")
+    else:
+        mapping_obj = dict(mapping)
+
+    yellow = set(mapping_obj.get("fixedYellowCells") or [])
+    fields = mapping_obj.get("fields") or {}
+    fee_rows_cfg = mapping_obj.get("fee_rows")
+
+    out.parent.mkdir(parents=True, exist_ok=True)
+    shutil.copy2(src, out)
+
+    try:
+        wb = load_workbook(out)
+    except Exception as exc:
+        return QuoteFillResult(ok=False, error=f"open_failed:{exc}")
+
+    written = 0
+    try:
+        for code, cell_ref in fields.items():
+            if not cell_ref or cell_ref in yellow:
+                continue
+            if code == "fee_rows":
+                continue
+            val = facts.get(code)
+            if val is None:
+                _write_cell(wb, str(cell_ref), "")
+                continue
+            _write_cell(wb, str(cell_ref), str(val))
+            written += 1
+
+        if fee_rows_cfg and facts.get("fee_rows"):
+            written += _write_fee_rows(wb, fee_rows_cfg, facts.get("fee_rows"), yellow)
+
+        wb.save(out)
+    except Exception as exc:
+        logger.exception("quote_fill 写入失败")
+        return QuoteFillResult(ok=False, error=f"write_failed:{exc}")
+    finally:
+        wb.close()
+
+    logger.info("quote_fill ok fields=%s out=%s", written, out)
+    return QuoteFillResult(ok=True, output_xlsx=str(out), fields_written=written)
+
+
+def _write_cell(wb, cell_ref: str, value: str) -> None:
+    sheet_name, row, col = _parse_cell_ref(cell_ref)
+    ws = wb[sheet_name] if sheet_name in wb.sheetnames else wb.worksheets[0]
+    ws.cell(row=row + 1, column=col + 1, value=value)
+
+
+def _write_fee_rows(wb, fee_cfg: Mapping[str, Any], rows: Any, yellow: set[str]) -> int:
+    if not isinstance(rows, list) or not rows:
+        return 0
+    anchor = fee_cfg.get("anchor")
+    columns = fee_cfg.get("columns") or {}
+    if not anchor:
+        return 0
+    sheet_name, start_row, _ = _parse_cell_ref(str(anchor))
+    ws = wb[sheet_name] if sheet_name in wb.sheetnames else wb.worksheets[0]
+    n = 0
+    for i, row_obj in enumerate(rows):
+        if not isinstance(row_obj, Mapping):
+            continue
+        r = start_row + i
+        for key in ("name", "amount", "remark"):
+            col_letter = columns.get(key)
+            if not col_letter:
+                continue
+            col = _col_letter_to_index(str(col_letter))
+            ref = f"{ws.title}!{ _index_to_col(col) }{r + 1}"
+            if ref in yellow:
+                continue
+            ws.cell(row=r + 1, column=col + 1, value=str(row_obj.get(key) or ""))
+            n += 1
+    return n
+
+
+def _index_to_col(idx: int) -> str:
+    n = idx + 1
+    s = ""
+    while n:
+        n, rem = divmod(n - 1, 26)
+        s = chr(65 + rem) + s
+    return s
+
+
+def fill_then_convert_pdf(
+    *,
+    source_xlsx: str | Path,
+    work_dir: str | Path,
+    mapping: Mapping[str, Any] | str,
+    facts: Mapping[str, Any],
+    converter: Any,
+) -> tuple[QuoteFillResult, Optional[Any]]:
+    """
+    填表后在调用方已占用的 LibreOffice 单槽内转 PDF。
+
+    converter：LibreOfficeConverter 实例；本函数不抢槽。
+    返回：(FillResult, LibreOfficeResult|None)
+    """
+    work = Path(work_dir)
+    work.mkdir(parents=True, exist_ok=True)
+    out_xlsx = work / "filled.xlsx"
+    fill = fill_quote_workbook(
+        source_xlsx=source_xlsx,
+        output_xlsx=out_xlsx,
+        mapping=mapping,
+        facts=facts,
+    )
+    if not fill.ok:
+        return fill, None
+    pdf_result = converter.convert_xlsx_to_pdf(str(out_xlsx))
+    return fill, pdf_result

inquiry-agent/agent/ledger/__init__.py

@@ -112,6 +112,7 @@ class LedgerClient:
         path: str,
         *,
         json_body: Optional[dict[str, Any]] = None,
+        params: Optional[dict[str, Any]] = None,
         idempotency_key: str = "",
     ) -> LedgerResponse:
         """
@@ -128,6 +129,7 @@ class LedgerClient:
                 method.upper(),
                 path,
                 json=json_body,
+                params=params,
                 headers=headers,
             )
             data: Any

inquiry-agent/agent/ledger/api_shell.py

@@ -92,12 +92,16 @@ class LedgerApiShell:
 
     def list_quote_templates(self, *, enabled_only: bool = True) -> LedgerResponse:
         """
-        报价模板列表壳。
+        报价模板列表。
 
-        真相：后台上传/启用；智能体只读已启用项，再经对象存储取字节。
+        真相：后台上传/启用；智能体只读已启用项，再经对象存储/本地路径取字节。
         """
-        _ = enabled_only
-        return self._nyi("list_quote_templates")
+        path = "/inquiry/quoteTemplate/agent/listEnabled"
+        return self.client.request_json(
+            "GET",
+            path,
+            params={"enabledOnly": str(bool(enabled_only)).lower()},
+        )
 
     def wake_agent_ack(
         self,

inquiry-agent/agent/quote_templates/__init__.py

@@ -1,10 +1,9 @@
 """
-报价模板访问壳。
+报价模板访问。
 
-真相在主账：后台上传/启用/停用 → 对象存储存字节 → 主账存元数据。
-智能体生成报价前经 ledger 拉取已启用模板指针，再从对象存储取字节。
+真相在主账：后台上传/启用/停用 → 对象存储/本地上传路径 → 主账元数据 + mappingJson。
+智能体生成前经 ledger 拉取已启用模板，再解析本地/下载字节后交 quote_fill。
 
-本文件职责：声明「从主账列模板」的空 API；可选本地缓存目录仅联调。
 禁止：把仓库 resources 当生产模板真相；禁止在本包发明价格或改 quoteVersion。
 """
 
@@ -16,6 +15,7 @@ from pathlib import Path
 from typing import Any, Optional
 
 from agent.ledger import LedgerClient, LedgerResponse
+from agent.ledger.api_shell import LedgerApiShell
 
 logger = logging.getLogger(__name__)
 
@@ -29,6 +29,12 @@ class TemplateEntry:
     object_key: str = ""
     enabled: bool = False
     source: str = "ledger"
+    template_id: str = ""
+    version_no: int = 0
+    version_id: str = ""
+    mapping_json: str = ""
+    biz_type: str = ""
+    category: str = ""
 
 
 def local_cache_dir() -> Path:
@@ -43,20 +49,53 @@ def local_cache_dir() -> Path:
 
 def list_templates_from_ledger(
     client: Optional[LedgerClient] = None,
+    *,
+    enabled_only: bool = True,
 ) -> LedgerResponse:
     """
-    向主账查询已启用报价模板列表（壳）。
+    向主账查询已启用报价模板列表。
 
-    正式路径以主账 OpenAPI 为准；当前返回 not_implemented，不假装本地文件即生产模板。
+    正式路径：GET /inquiry/quoteTemplate/agent/listEnabled
     """
-    c = client or LedgerClient.from_settings()
-    logger.info("quote_templates.list_from_ledger（壳，未打真实 API）")
-    return LedgerResponse(
-        ok=False,
-        status_code=501,
-        error="not_implemented:list_quote_templates",
-        data={"hint": "admin_upload_via_ledger"},
-    )
+    shell = LedgerApiShell(client=client)
+    return shell.list_quote_templates(enabled_only=enabled_only)
+
+
+def entries_from_ledger_response(resp: LedgerResponse) -> list[TemplateEntry]:
+    """把主账 listEnabled 结果转成 TemplateEntry。"""
+    if not resp.ok or resp.data is None:
+        return []
+    raw = resp.data
+    # Jeecg Result 可能包在 result / data
+    if isinstance(raw, dict):
+        items = raw.get("result") or raw.get("data") or raw.get("records") or []
+        if isinstance(raw.get("result"), list):
+            items = raw["result"]
+    elif isinstance(raw, list):
+        items = raw
+    else:
+        items = []
+    out: list[TemplateEntry] = []
+    for it in items:
+        if not isinstance(it, dict):
+            continue
+        tid = str(it.get("templateId") or it.get("id") or "")
+        out.append(
+            TemplateEntry(
+                code=tid or str(it.get("name") or ""),
+                filename=str(it.get("fileName") or ""),
+                object_key=str(it.get("objectKey") or ""),
+                enabled=True,
+                source="ledger",
+                template_id=tid,
+                version_no=int(it.get("versionNo") or 0),
+                version_id=str(it.get("versionId") or ""),
+                mapping_json=str(it.get("mappingJson") or ""),
+                biz_type=str(it.get("bizType") or ""),
+                category=str(it.get("category") or ""),
+            )
+        )
+    return out
 
 
 def list_local_cache_files() -> list[TemplateEntry]:
@@ -91,10 +130,12 @@ def list_local_cache_files() -> list[TemplateEntry]:
 
 def list_template_registry() -> list[TemplateEntry]:
     """
-    兼容旧名：框架阶段返回本地缓存列表（可空）。
-
-    生产应改用 list_templates_from_ledger + 对象存储下载。
+    优先主账；失败则回落本地缓存（可空）。
     """
+    resp = list_templates_from_ledger(enabled_only=True)
+    entries = entries_from_ledger_response(resp)
+    if entries:
+        return entries
     return list_local_cache_files()
 
 
@@ -107,6 +148,34 @@ def registry_as_dicts() -> list[dict[str, Any]]:
             "object_key": e.object_key,
             "enabled": e.enabled,
             "source": e.source,
+            "template_id": e.template_id,
+            "version_no": e.version_no,
+            "biz_type": e.biz_type,
+            "category": e.category,
         }
         for e in list_template_registry()
     ]
+
+
+def pick_template_for_biz(
+    *,
+    biz_type: str,
+    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）。
+
+    关键词命中任一即优；否则同 biz 第一条。
+    """
+    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

inquiry-agent/requirements.txt

@@ -14,3 +14,5 @@ psycopg[binary]>=3.1,<4.0
 psycopg-pool>=3.2,<4.0
 # Redis short-lived coordination only
 redis>=5.0,<6.0
+# 报价模板填表（按 mappingJson 写 xlsx）
+openpyxl>=3.1,<4.0