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后台成本价、销售价、利润点按费用逐行展示，费用合计用报价官方总价。选完线路只关页面。报价单文件名带上模板名，空运起运地和转人工跟对应工单走。

Browse Source 
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
jillion886
2026-10-05 12:33:34 +08:00
co-authored by Cursor
parent 7c77e45e03
commit e95e8869a6
30 changed files with 1926 additions and 75 deletions
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inquiry-agent/agent/channel/h5/air_route_page.py
+1 -1
View File
@@ -230,7 +230,7 @@ def render_air_route_ok() -> str:
"""选定成功：短暂展示后关企微 H5。"""
return _wrap(
"已选定",
"<div class='msg'><h1>已选定</h1><p>正在返回企微，请查看价格明细。</p></div>",
"<div class='msg'><h1>已选定</h1><p>正在关闭页面，请在对话里查看价格明细。</p></div>",
auto_close=True,
)
inquiry-agent/agent/channel/h5/land_route_page.py
+1 -1
View File
@@ -59,7 +59,7 @@ def render_land_route_ok() -> str:
"""选定成功：短暂展示后关企微 H5。"""
return _wrap(
"已选定",
"<div class='msg'><h1>已选定</h1><p>正在返回企微，请查看价格明细。</p></div>",
"<div class='msg'><h1>已选定</h1><p>正在关闭页面，请在对话里查看价格明细。</p></div>",
auto_close=True,
)
inquiry-agent/agent/channel/h5/wecom_close.py
+39 -23
View File
@@ -2,8 +2,9 @@
企微内嵌 H5 成功后自动关页。
本文件职责：给附件上传成功、选线路成功页一段共用脚本。
手机端可走 WeixinJSBridge；企微 Windows 客户端没有这套桥，必须像复制工单号页一样
先加载 wecom-jssdk、用现成 /inquiry-form/jsapi-signature 做 ww.register，再 closeWindow。
手机端只调一次 WeixinJSBridge.closeWindow，关掉当前 H5 后留在询价对话里。
再调 ww/wx/window.close 会把询价小助手整个退出，回到企业微信首页。
电脑企微没有这套桥，加载 wecom-jssdk、用 /inquiry-form/jsapi-signature 注册后再关一次。
失败、过期页不要挂这段。
副作用：只产出 HTML 片段；关窗签名走浏览器短请求，不占智能体请求线程做慢活。
"""
@@ -46,30 +47,37 @@ def wecom_auto_close_script() -> str:
}};
}}
function nativeClose() {{
try {{
if (typeof WeixinJSBridge !== "undefined") {{
WeixinJSBridge.call("closeWindow");
}}
}} catch (e) {{}}
try {{
if (window.ww && typeof ww.closeWindow === "function") {{
ww.closeWindow();
}}
}} catch (e) {{}}
try {{
if (window.wx && typeof wx.closeWindow === "function") {{
wx.closeWindow();
}}
}} catch (e) {{}}
try {{ window.close(); }} catch (e) {{}}
var closed = false;
function closeOnce(fn) {{
if (closed) return;
closed = true;
try {{ fn(); }} catch (e) {{}}
}}
// 手机企微有 WeixinJSBridge：只关当前 H5。再调第二套关闭会把询价小助手整个退出，回到企业微信首页。
function closeMobile() {{
closeOnce(function () {{ WeixinJSBridge.call("closeWindow"); }});
}}
// 电脑企微没有 WeixinJSBridge，注册 JS-SDK 后只关一次。
function closeDesktop() {{
closeOnce(function () {{
if (window.ww && typeof ww.closeWindow === "function") ww.closeWindow();
else if (window.wx && typeof wx.closeWindow === "function") wx.closeWindow();
}});
}}
function boot() {{
if (typeof WeixinJSBridge !== "undefined") {{
setTimeout(nativeClose, {delay});
setTimeout(closeMobile, {delay});
return;
}}
document.addEventListener("WeixinJSBridgeReady", nativeClose, false);
var sawBridge = false;
document.addEventListener("WeixinJSBridgeReady", function () {{
sawBridge = true;
setTimeout(closeMobile, {delay});
}}, false);
var ready = Promise.resolve();
if (window.ww && ww.register && corpId) {{
ready = ww.register({{
@@ -81,9 +89,17 @@ def wecom_auto_close_script() -> str:
}}).catch(function () {{ return null; }});
}}
ready.then(function () {{
setTimeout(nativeClose, {delay});
setTimeout(function () {{
if (sawBridge || typeof WeixinJSBridge !== "undefined") {{
if (!closed) closeMobile();
return;
}}
closeDesktop();
}}, {delay});
}}).catch(function () {{
setTimeout(nativeClose, {delay});
setTimeout(function () {{
if (!closed && typeof WeixinJSBridge === "undefined") closeDesktop();
}}, {delay});
}});
}}
inquiry-agent/agent/ledger/http_ledger.py
+4
View File
@@ -245,6 +245,10 @@ class HttpLedger:
"error": out.get("error") or "NO_TEMPLATE",
"message": out.get("message") or FAIL_MESSAGE,
}
from agent.quote_templates.filename import filename_from_render
# 主账旧版本仍回 WO_quote.xlsx 时，这里按模板名改成销售看到的名字。
out["fileName"] = filename_from_render(work_order_no, out)
out.setdefault("needsPdf", str(format).lower() == "pdf")
return out
inquiry-agent/agent/ledger/memory_ledger.py
+5 -2
View File
@@ -425,13 +425,16 @@ class MemoryLedger:
out = {"ok": False, "error": "NO_TEMPLATE", "message": FAIL_MESSAGE, "facts": dict(facts or {})}
self.last_render = out
return out
ext = "pdf" if str(format).lower() == "pdf" else "xlsx"
from agent.quote_templates.filename import quote_sheet_filename
suffix = ".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}",
"fileName": quote_sheet_filename(work_order_no, picked.name, suffix=suffix)
or f"{work_order_no}_quote{suffix}",
"fileBase64": "UEsDBAoAAAAAA",
"needsPdf": False,
"facts": dict(facts or {}),
inquiry-agent/agent/llm/extract_text.py
+101 -2
View File
@@ -57,6 +57,7 @@ _OPTIONAL_INQUIRY_LABELS = (
"提货地址（非必填）",
"收货地址（非必填）",
"贸易条款（非必填）",
"起运地（非必填）",
"起运港（非必填）",
"货源地",
"货好时间",
@@ -129,6 +130,7 @@ _SHEET_CLEAN_KEYS = frozenset(
"整柜或拼柜",
"箱型箱量",
"贸易条款",
"货好时间",
"运输分类",
"报价日期",
*QUOTE_DATE_SYNONYMS,
@@ -136,7 +138,52 @@ _SHEET_CLEAN_KEYS = frozenset(
"包装类型",
}
)
# 报价单从这里往下是费用和条款，不是询价栏。切掉后再抽字段。
_QUOTE_BODY_MARKS = (
"报价明细",
"报价条件",
"预估费用",
"空舱费",
"托运方",
"承运方",
)
# 表头常被拉成「体 积」「计 费 重」。只收这些词中间的空格，不跨行。
_TIGHTEN_LABELS = tuple(
sorted(
{
*_QUOTE_BODY_MARKS,
"计费重",
"时效要求",
"派送地址",
"提货地址",
"收货地址",
"货好时间",
"贸易条款",
"报价日期",
"起运地",
"起运港",
"目的地",
"目的港",
"包装类型",
"包装方式",
"体积",
"重量",
"品名",
"件数",
"货源地",
"运输方式",
},
key=len,
reverse=True,
)
)
_FEE_NAME = re.compile(r"^\*?[\u4e00-\u9fffA-Za-z0-9]{1,12}费$")
_SHEET_STOP = (
"报价明细",
"报价条件",
"预估费用",
"计费重",
"时效要求",
"要求运输时效",
"Requested Transit",
"费用汇总",
@@ -291,6 +338,52 @@ def _merge_spoken_collab(text: str, facts: dict[str, str]) -> dict[str, str]:
return merged
def prepare_sheet_oral(text: str) -> str:
"""
报价单只留询价栏。
费用明细、报价条件、落款整段丢掉。表头里被空格拉开的「体 积」收回成「体积」，
否则上一栏会把后面的报价条件整段吞进去。计费重不是毛重，单独拿掉。
副作用：无。
"""
body = _tighten_sheet_labels(text or "")
cut = len(body)
for mark in _QUOTE_BODY_MARKS:
pos = body.find(mark)
if 0 <= pos < cut:
cut = pos
body = body[:cut]
body = re.sub(r"计费重\s*[:：]?\s*[0-9.]+\s*(?:KG|KGS|kg|公斤)?", " ", body)
return body.strip()
def _tighten_sheet_labels(text: str) -> str:
"""已知表头中间只允许空格。不跨行，避免把两行并成一个词。"""
body = text or ""
gap = r"[ \t\u3000]{0,6}"
for label in _TIGHTEN_LABELS:
if len(label) < 2:
continue
pat = re.compile(
r"(?<![\u4e00-\u9fffA-Za-z0-9])" + gap.join(re.escape(ch) for ch in label)
)
body = pat.sub(label, body)
return body
def _drop_fee_place_values(facts: dict[str, str]) -> dict[str, str]:
"""起运地/目的地收成「操作费、文件费」时丢掉。那是费用栏，不是港口。"""
out = dict(facts or {})
for key in ("起运港", "起运地", "目的港", "目的地"):
val = str(out.get(key) or "").strip()
if not val:
continue
bits = [p.strip(" *：:\t") for p in re.split(r"[\n/、,，]+", val) if p.strip()]
if bits and all(_FEE_NAME.match(p) for p in bits):
out.pop(key, None)
return out
def extract_inquiry_snapshot(
text: str,
*,
@@ -317,7 +410,7 @@ def extract_inquiry_snapshot(
for key in ("货好时间", "提货地址", "收货地址", "货源地", "贸易条款"):
if str(facts.get(key) or "").strip():
facts[key] = clip_inquiry_value(str(facts[key]))
facts = _clip_sheet_inquiry_facts(facts)
facts = _drop_fee_place_values(_clip_sheet_inquiry_facts(facts))
subtype = str(facts.get("运输类型") or "").strip()
return {
"business_line": mode,
@@ -325,6 +418,8 @@ def extract_inquiry_snapshot(
"facts": facts,
"source": "injected",
}
# 附件常是整张报价单。先丢掉费用明细和条款，再抽询价栏。
text = prepare_sheet_oral(text)
mode = detect_transport_mode(text)
facts = parse_labeled_facts(text)
source = "labeled_or_mode"
@@ -361,7 +456,7 @@ def extract_inquiry_snapshot(
for key in ("货好时间", "提货地址", "收货地址", "货源地", "贸易条款"):
if str(facts.get(key) or "").strip():
facts[key] = clip_inquiry_value(str(facts[key]))
facts = _clip_sheet_inquiry_facts(facts)
facts = _drop_fee_place_values(_clip_sheet_inquiry_facts(facts))
land_subtype = str((b_payload or {}).get("land_subtype") or facts.get("运输类型") or "").strip()
if land_subtype and not str(facts.get("运输类型") or "").strip():
facts["运输类型"] = land_subtype
@@ -453,6 +548,10 @@ def clip_sheet_field_value(raw: str) -> str:
parts = [p for p in parts if p and not _SHEET_HEADER_NOISE.search(p)]
if not parts:
return ""
# 格子里只剩下一个字段名（体积、时效要求）时，这一栏是空的，不能把字段名当成值。
token = parts[0].strip().strip("：:")
if token in _SHEET_CLEAN_KEYS or token in _TIGHTEN_LABELS:
return ""
return parts[0].strip()
inquiry-agent/agent/policy/air_text_flow.py
+133 -6
View File
@@ -337,13 +337,134 @@ class AirTextInquiryFlow:
self.drop_current_bookmark(sender_id)
return None
def _handoff_flows(self) -> list[Any]:
"""陆运、海运、空运各查自己的工单索引。当前流程放前面，避免单测实例对不上全局。"""
from agent.policy.land_text_flow import get_land_text_flow
from agent.policy.sea_text_flow import get_sea_text_flow
flows: list[Any] = [self]
for flow in (get_land_text_flow(), get_sea_text_flow(), get_air_text_flow()):
if all(flow is not item for item in flows):
flows.append(flow)
return flows
def _handoff_owner_for_line(self, line: str):
"""
转人工入口跟工单运输方式走，不跟当前私聊里的另一张单走。
空运、海运、陆运各用自己的流程收书签。对不上就返回空，不能默认成空运。
"""
from agent.policy.land_text_flow import LandTextInquiryFlow, get_land_text_flow
from agent.policy.sea_text_flow import SeaTextInquiryFlow, get_sea_text_flow
code = (line or "").strip().upper()
if code == "LAND":
return self if isinstance(self, LandTextInquiryFlow) else get_land_text_flow()
if code == "SEA":
return (
self
if isinstance(self, SeaTextInquiryFlow)
and not isinstance(self, LandTextInquiryFlow)
else get_sea_text_flow()
)
if code == "AIR":
return self if type(self) is AirTextInquiryFlow else get_air_text_flow()
return None
def _offer_handoff_for_named_ticket(
self,
*,
sender_id: str,
work_order_no: str,
text: str,
reply: ReplyFn,
) -> str:
"""
按原话里的工单号转人工。
有没有协同群只决定拦不拦。话术只看这张单是空运、海运还是陆运。
销售私聊里另一张已建群的单，不能拿来拒绝，也不能拿来决定话术。
副作用：命中后把这张单收到对应运输方式的转人工入口；读主账。不建群。
"""
from agent.policy.handoff_human import is_closed_for_handoff
no = (work_order_no or "").strip().upper()
hit = None
hit_flow = None
for flow in self._handoff_flows():
found = flow.session_by_ticket(sender_id, no)
if found is None:
continue
hit = found
hit_flow = flow
break
getter = getattr((hit_flow or self)._ledger, "get_for_agent", None)
view: dict[str, Any] = {}
if callable(getter):
try:
view = getter(work_order_no=no, sender_id=sender_id) or {}
except Exception:
logger.exception("转人工读主账失败 wo=%s", no)
view = {}
if view.get("found") and view.get("owned") is False:
reply("这张工单不属于当前账号，不能转人工。")
return "ticket_forbidden"
if hit is not None and view.get("found"):
# 主账上的运输方式和群号盖过进程里的旧书签。
hit.collab_chat_id = str(view.get("collab_chat_id") or "").strip()
if str(view.get("status") or "").strip():
hit.status = str(view.get("status") or "").strip()
if str(view.get("business_line") or "").strip():
hit.business_line = str(view.get("business_line") or "").strip().upper()
if hit is None:
if not callable(getter):
reply(f"找不到工单 {no}，请核对工单号后再试。")
return "ticket_missing"
if not view.get("found"):
reply(f"找不到工单 {no}，请核对工单号后再试。")
return "ticket_missing"
line = str(view.get("business_line") or "").strip().upper()
owner = self._handoff_owner_for_line(line)
if owner is None:
reply(copy.ASK_TRANSPORT)
return "need_mode"
hit = owner._session_from_ledger(sender_id=sender_id, view=view)
line = (hit.business_line or "").strip().upper()
owner = self._handoff_owner_for_line(line)
if owner is None:
reply(copy.ASK_TRANSPORT)
return "need_mode"
logger.info(
"handoff.named wo=%s line=%s phase=%s chat=%s",
no,
line or "-",
hit.phase or "-",
"yes" if (hit.collab_chat_id or "").strip() else "no",
)
if is_closed_for_handoff(hit.status):
reply("该工单已结束，不能再转人工。")
return "handoff_closed"
if owner._block_if_handoff_committed(hit, reply):
return "handoff_done"
return owner._offer_handoff_now(
sender_id=sender_id, reason="intent", reply=reply, text=text, sess=hit
)
def offer_handoff(self, *, sender_id: str, text: str, reply: ReplyFn) -> str:
"""
路由判定销售明确要求人来接管。运输方式不明则继续补问运输方式。
原话里写了工单号时，只处理那一张。
有没有协同群只决定拦不拦；空运、海运、陆运各走各的转人工。
"""
from agent.llm.extract_text import detect_transport_mode
from agent.policy.handoff_human import is_closed_for_handoff
named = copy.extract_work_order_no(text)
if named:
return self._offer_handoff_for_named_ticket(
sender_id=sender_id, work_order_no=named, text=text, reply=reply
)
sess = self.session_of(sender_id)
if sess and is_closed_for_handoff(sess.status):
reply("该工单已结束，不能再转人工。")
@@ -1572,7 +1693,15 @@ class AirTextInquiryFlow:
if not result.get("ok"):
reply(str(result.get("message") or copy.quote_template_missing()))
return "wait_adopt"
filename = str(result.get("fileName") or f"{sess.work_order_no}_quote.{fmt}")
from agent.quote_templates.filename import filename_from_render
# 私聊直接生成与群里同一套名字：工单号 + 模板名 + 后缀。PDF 用 .pdf，表格用 .xlsx。
xlsx_name = filename_from_render(sess.work_order_no, result, suffix=".xlsx")
filename = (
filename_from_render(sess.work_order_no, result, suffix=".pdf")
if kind == "PDF"
else xlsx_name
)
from agent.policy.event_exception import clear_wait
clear_wait(self._ledger, work_order_no=sess.work_order_no)
@@ -1582,20 +1711,18 @@ class AirTextInquiryFlow:
result,
work_order_no=sess.work_order_no,
sender_id=sess.sender_id,
filename=filename if filename.lower().endswith(".pdf") else f"{sess.work_order_no}_quote.pdf",
filename=filename,
quote=dict(sess.quote or {}),
facts=dict(sess.facts or {}),
)
if not queued:
fallback = str(result.get("fileName") or f"{sess.work_order_no}_quote.xlsx")
if not fallback.lower().endswith(".xlsx"):
fallback = f"{sess.work_order_no}_quote.xlsx"
reply("PDF 转换排队失败，已按后台模板发送 Excel 报价单。")
file_extra = self._quote_file_payload(result, filename=xlsx_name)
return self._emit_file_then_deal(
sess,
reply,
kind="Excel",
filename=fallback,
filename=xlsx_name,
file_extra=file_extra,
)
# 已入队：等 Worker 出文件后再出成交卡，这里不提前发卡
inquiry-agent/agent/policy/inquiry_copy.py
+15 -10
View File
@@ -454,9 +454,7 @@ def _air_field_line(key: str, value: str, *, required: bool, example: str = "")
def AIR_DISPLAY_LABEL(key: str) -> str:
"""核对/补问对外名。起运港按产品口径写起运港。"""
if key == "起运港":
return "起运港"
"""核对/补问对外名。空运起运港对外写起运地，内部键不变。"""
return display_name(key, "AIR")
@@ -464,10 +462,11 @@ def air_confirm_card(facts: dict[str, str] | None) -> str:
"""
确定查价前的核对卡。没有工单号。
必填 7 项 + 6 个非必填都列出；空着的非必填留空行。
起运地（非必填）紧挨在目的地（必填）上面。其余非必填仍在报价日期后面。
"""
src = dict(facts or {})
lines = ["运输方式（必填）：空运"]
lines.append(_air_field_line("起运港", _air_known_value(src, "起运港"), required=False))
for key, _label in AIR_REQUIRED_FIELDS:
if key == "报价日期":
val = _air_known_value(src, key) or (src.get("报价日期") or "").strip()
@@ -475,6 +474,8 @@ def air_confirm_card(facts: dict[str, str] | None) -> str:
continue
lines.append(_air_field_line(key, _air_known_value(src, key), required=True))
for key, _label in AIR_OPTIONAL_FIELDS:
if key == "起运港":
continue
lines.append(_air_field_line(key, _air_known_value(src, key), required=False))
lines.append("")
lines.append(AIR_CONFIRM_TAIL)
@@ -523,14 +524,15 @@ def ask_clarify(
lines = ["请确认并补充以下信息："]
if transport_mode:
lines.append(f"运输方式：{transport_mode}")
if not sea:
origin = known(src, "起运港")
if origin:
lines.append(f"起运地：{origin}")
for key, label, _example in rows:
val = known(src, key)
if val:
lines.append(f"{label}：{val}")
if not sea:
origin = known(src, "起运港")
if origin:
lines.append(f"起运地：{origin}")
for key, label, _example in _AIR_OPTIONAL_CLARIFY:
if key == "起运港":
continue
@@ -545,6 +547,10 @@ def ask_clarify(
any_missing = True
seq += 1
lines.append(_pending_field_block(seq, "运输方式", "空运"))
if not sea and not known(src, "起运港"):
any_missing = True
seq += 1
lines.append(_pending_field_block(seq, "起运地", _AIR_EXAMPLES["起运港"], optional=True))
for key, label, example in rows:
if key in missing_set:
any_missing = True
@@ -564,13 +570,12 @@ def ask_clarify(
optional_pending = [
(key, label, example)
for key, label, example in _AIR_OPTIONAL_CLARIFY
if not known(src, key)
if key != "起运港" and not known(src, key)
]
for key, label, example in optional_pending:
any_missing = True
seq += 1
shown = "起运港" if key == "起运港" else label
lines.append(_pending_field_block(seq, shown, example, optional=True))
lines.append(_pending_field_block(seq, label, example, optional=True))
if not any_missing:
return ""
return "\n".join(lines)
inquiry-agent/agent/policy/sea_group_ops.py
+8 -3
View File
@@ -778,7 +778,10 @@ def _render_and_send_sheet(
if not result.get("ok"):
logger.warning("群填表失败 wo=%s line=%s err=%s", work_order_no, line, result.get("error"))
return result
filename = str(result.get("fileName") or f"{work_order_no}_quote.xlsx")
from agent.quote_templates.filename import filename_from_render
# 群里文件名：工单号 + 后台模板名 + .xlsx。调价后再发也是这个名字。
filename = filename_from_render(work_order_no, result)
sender = getattr(client, "send_group_file", None)
if not callable(sender):
logger.warning("群发文件无客户端 wo=%s chat=%s", work_order_no, chat_id)
@@ -1039,6 +1042,8 @@ def _persist_quote_sheet(
if sess is not None and getattr(sess, "collab_facts", None):
collab.update(dict(sess.collab_facts or {}))
renderer = getattr(flow.ledger, "render_quote", None)
from agent.quote_templates.filename import filename_from_render
filename = f"{no}_quote.xlsx"
object_key = filename
line = str(
@@ -1062,8 +1067,8 @@ def _persist_quote_sheet(
),
) or {}
if result.get("ok"):
filename = str(result.get("fileName") or filename)
object_key = str(result.get("objectKey") or result.get("fileName") or filename)
filename = filename_from_render(no, result)
object_key = str(result.get("objectKey") or filename)
_archive_file(flow, no, filename, {"media_id": object_key}, sender_id)
inquiry-agent/agent/policy/sea_text_flow.py
+10 -3
View File
@@ -598,7 +598,14 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
)
def _replay_wait(self, sess: FlowSession, reply: ReplyFn, *, source: str) -> str:
if sess.business_line == "SEA" and sess.phase == "wait_collab":
"""
海运、陆运停在拉群问句时，继续工单必须把同一张卡拉回来。
空运父类的无价卡没有「拉产品进群」按钮。陆运以前被当成空运重放，
销售继续工单就看不到这张卡。
"""
line = (sess.business_line or "").upper()
if line in {"SEA", "LAND"} and sess.phase == "wait_collab":
self._emit_sea_hit(
reply,
work_order_no=sess.work_order_no,
@@ -606,10 +613,10 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
first_or_same=sess.first_or_same,
history_work_order_no=sess.history_work_order_no,
status=sess.status or "已报价",
business_line=sess.business_line or "SEA",
business_line=line,
)
return "wait_collab"
if sess.business_line == "SEA" and sess.phase == "tms_miss":
if line in {"SEA", "LAND"} and sess.phase == "tms_miss":
self._emit_tms_miss(reply, sess.work_order_no)
return "tms_miss"
return super()._replay_wait(sess, reply, source=source)
inquiry-agent/agent/quote_templates/filename.py
+83
View File
@@ -0,0 +1,83 @@
"""
系统生成报价单的对外文件名。
协同群发出、私聊直接生成、调价后再发，都用「工单号 + 后台模板名 + 后缀」。
表格是 .xlsx，转成 PDF 再发出去是 .pdf。
航线、产品自己上传的附件不走这里，原文件名存后台。
"""
from __future__ import annotations
from typing import Any
# 模板名若自带这些后缀，发出去时去掉。中文名本身不动。
_SUFFIXES = (".xlsx", ".xls", ".xlsm", ".pdf")
# Windows / 企微文件名不允许的字符。其余（含中文）原样保留。
_ILLEGAL = set('\\/:*?"<>|')
def quote_sheet_filename(
work_order_no: str,
template_name: str,
*,
suffix: str = ".xlsx",
) -> str:
"""
工单号紧挨后台模板名，再加文件后缀。没有模板名则返回空。
模板名里如果已经写了 .xlsx / .pdf，先去掉再按这次要发的格式重加，避免两个后缀。
副作用：无。纯字符串，可在请求线程调用。
"""
no = str(work_order_no or "").strip()
name = _plain_name(template_name)
if not no or not name:
return ""
return f"{no}{name}{_suffix(suffix)}"
def filename_from_render(
work_order_no: str,
result: dict[str, Any] | None,
*,
suffix: str = ".xlsx",
) -> str:
"""
出单结果里的对外文件名。有模板名就用工单号拼接，并带上这次的后缀。
主账即使仍回 WO_quote.xlsx，只要带了 templateName，销售侧仍是「工单号+模板名.xlsx」。
PDF 出站传入 suffix=".pdf"。
"""
src = result or {}
ext = _suffix(suffix)
shown = quote_sheet_filename(
work_order_no, str(src.get("templateName") or ""), suffix=ext
)
if shown:
return shown
raw = _plain_name(str(src.get("fileName") or ""))
if raw:
return f"{raw}{ext}"
no = str(work_order_no or "").strip()
return f"{no}_quote{ext}" if no else f"quote{ext}"
def _suffix(suffix: str) -> str:
"""只接受已知表格/PDF 后缀，其余一律按 Excel。"""
text = str(suffix or "").strip().lower()
if not text.startswith("."):
text = f".{text}" if text else ""
if text in _SUFFIXES:
return text
return ".xlsx"
def _plain_name(name: str) -> str:
"""去掉已知后缀和非法字符。空则返回空。"""
text = str(name or "").strip()
lower = text.lower()
for ext in _SUFFIXES:
if lower.endswith(ext):
text = text[: -len(ext)].rstrip(" .")
break
cleaned = "".join(ch for ch in text if ch not in _ILLEGAL and ord(ch) >= 32)
return cleaned.strip()
inquiry-agent/agent/schema/field_validate.py
+27 -3
View File
@@ -31,7 +31,7 @@ AIR_REQUIRED_FIELDS = (
)
# 空运询价非必填：有值收下；贸易条款只记工单，不挡查价。
AIR_OPTIONAL_FIELDS = (
("起运港", "起运港"),
("起运港", "起运地"),
("货源地", "货源地"),
("货好时间", "货好时间"),
("提货地址", "提货地址"),
@@ -40,7 +40,7 @@ AIR_OPTIONAL_FIELDS = (
)
AIR_DISPLAY = {key: label for key, label in AIR_REQUIRED_FIELDS}
AIR_DISPLAY.update({key: label for key, label in AIR_OPTIONAL_FIELDS})
# 补问回显仍用「起运地」，与历史卡片一致。
# 内部键仍是起运港（主账/TMS）。销售侧一律写起运地。
AIR_DISPLAY["起运港"] = "起运地"
# 海运询价必填 10 项（销售侧含运输方式）：内部键「货量」对外叫「货物数量」。
@@ -235,6 +235,7 @@ _ALIASES = {
"收货地址（非必填）": "收货地址",
"贸易条款（非必填）": "贸易条款",
"起运港（非必填）": "起运港",
"起运地（非必填）": "起运港",
}
for _quote_alias in QUOTE_DATE_SYNONYMS:
_ALIASES[_quote_alias] = "报价日期"
@@ -327,7 +328,30 @@ def _quote_date_labeled_value(raw: str) -> str:
best_val = hit.group(1).strip().strip("，,。；;、")
if not best_val:
return ""
return _harvest_quote_date(best_val) or best_val
return _harvest_quote_date(best_val) or _excel_serial_date(best_val) or best_val
def _excel_serial_date(token: str) -> str:
"""
Excel 把日期存成序列号时（如 46307），收成 yyyy-MM-dd。
只认整段就是 5 位数字。件数、重量不走这里。
"""
from datetime import datetime, timedelta
text = (token or "").strip()
if text.endswith(".0"):
text = text[:-2]
if not re.fullmatch(r"\d{5}", text):
return ""
serial = int(text)
# 约 1982–2064。再外的 5 位数不当日期。
if serial < 30000 or serial > 60000:
return ""
try:
return (datetime(1899, 12, 30) + timedelta(days=serial)).date().isoformat()
except OverflowError:
return ""
def _harvest_quote_date(raw: str) -> str:
inquiry-agent/tests/test_air_field_contract.py
+14 -1
View File
@@ -113,12 +113,25 @@ class AirFieldContractTests(unittest.TestCase):
}
)
self.assertNotIn("工单号", text)
self.assertIn("起运地（非必填）：", text)
self.assertNotIn("起运港（非必填）", text)
self.assertLess(text.index("起运地（非必填）："), text.index("目的地（必填）：克拉克"))
self.assertIn("目的地（必填）：克拉克", text)
self.assertIn("起运港（非必填）：", text)
self.assertIn("货源地（非必填）：", text)
self.assertIn("贸易条款（非必填）：", text)
self.assertIn(copy.AIR_CONFIRM_TAIL, text)
def test_clarify_puts_origin_above_destination(self) -> None:
text = copy.ask_clarify(
facts={},
missing_keys=["目的港", "品名"],
transport_mode="空运",
)
self.assertIn("1.起运地（非必填）：\n(如：南京）", text)
self.assertIn("2.目的地（必填）：\n(如：吉隆坡）", text)
self.assertLess(text.index("起运地（非必填）"), text.index("目的地（必填）"))
self.assertNotIn("起运港（非必填）", text)
def test_empty_origin_confirm_then_quote(self) -> None:
flow = AirTextInquiryFlow(MemoryLedger())
replies: list[str] = []
inquiry-agent/tests/test_air_route_options.py
+1
View File
@@ -331,6 +331,7 @@ class AirRouteOptionsTests(unittest.TestCase):
self.assertIn("closeWindow", ok)
self.assertIn("wecom-jssdk", ok)
self.assertIn("jsapi-signature", ok)
self.assertNotIn("window.close()", ok)
self.assertNotIn("closeWindow", dead)
inquiry-agent/tests/test_air_text_inquiry.py
+1
View File
@@ -93,6 +93,7 @@ class AirTextInquiryTests(unittest.TestCase):
self.assertIn("请确认并补充以下信息：", text)
self.assertIn("运输方式：空运", text)
self.assertIn("起运地：珠海", text)
self.assertLess(text.index("起运地：珠海"), text.index("目的地：克拉克"))
self.assertIn("目的地：克拉克", text)
self.assertIn("品名：茶叶", text)
self.assertIn("件数：10件", text)
inquiry-agent/tests/test_extract_oral.py
+53
View File
@@ -572,5 +572,58 @@ class SeaSheetHeaderClipTests(unittest.TestCase):
self.assertEqual(oral["facts"].get("报价日期"), "2026-09-15")
# 测服 2026-10-05：空运报价单整表被抽进补问，费用和条款进了起运地、货好时间。
AIR_QUOTE_SHEET = """
运输方式：空运
目的地：CRK
品名：化妆品
件数：11
重量：1KG
体 积: 100 CBM
报价日期：46307
货好时间：
体 积: 100 CBM 时效要求：
计 费 重： 10 KG
派送地址：
二、报价明细
项目 费用名称 单位 币别 单价 数量 金额 备注
空运段 空运费
起运港 操作费
文件费 如需多个分单另计
*代理报关费 发生时收取
*提货费 发生时收取
其他 *其他杂费 发生时收取
预估费用 0
三、报价条件
1、报价适用范围：一般货物（非危险品）
贸易条款：DAP
托运方：某某有限公司 承运方：深圳市友通达国际货运代理有限公司
"""
class AirQuoteSheetInquiryOnlyTests(unittest.TestCase):
def test_quote_sheet_keeps_inquiry_fields_only(self) -> None:
"""费用明细、报价条件、落款不能进补问。起运地不能收成操作费。"""
snap = extract_inquiry_snapshot(AIR_QUOTE_SHEET, allow_b=False)
facts = snap["facts"]
self.assertEqual(snap["business_line"], "AIR")
self.assertEqual(facts.get("目的港"), "CRK")
self.assertEqual(facts.get("品名"), "化妆品")
self.assertIn("11", str(facts.get("件数") or ""))
self.assertIn("1", str(facts.get("毛重") or ""))
self.assertNotIn("10", str(facts.get("毛重") or ""))
self.assertIn("100", str(facts.get("体积") or ""))
self.assertEqual(facts.get("报价日期"), "2026-10-12")
self.assertNotIn("起运港", facts)
self.assertNotIn("货好时间", facts)
self.assertNotIn("贸易条款", facts)
blob = "\n".join(facts.values())
self.assertNotIn("操作费", blob)
self.assertNotIn("报价明细", blob)
self.assertNotIn("报价条件", blob)
self.assertNotIn("空舱", blob)
self.assertNotIn("友通达", blob)
if __name__ == "__main__":
unittest.main()
inquiry-agent/tests/test_handoff_human.py
+226
View File
@@ -345,5 +345,231 @@ class HandoffFlowOfferTests(unittest.TestCase):
self.assertIn(copy.BTN_PULL_COLLAB, bodies)
class NamedTicketHandoffTests(unittest.TestCase):
"""点名工单号转人工时，只看那一张单，不看私聊里另一张已建群的单。"""
def _flow(self):
from agent.policy.land_text_flow import LandTextInquiryFlow
from agent.ledger.memory_ledger import MemoryLedger
return LandTextInquiryFlow(MemoryLedger())
def test_deal_followup_not_blocked_by_other_group(self) -> None:
flow = self._flow()
flow._save(
FlowSession(
sender_id="s1",
thread_id="s1",
phase="wait_deal",
business_line="LAND",
work_order_no="WO202610040002",
status="已报价",
quote={"total": "CNY 800", "quoteFileIssued": True},
)
)
flow._save(
FlowSession(
sender_id="s1",
thread_id="s1",
phase="collab_group",
business_line="LAND",
work_order_no="WO202610040004",
collab_chat_id="wr_other",
status="询价中",
)
)
replies: list[str] = []
def reply(text: str, extra=None) -> str:
replies.append(text)
_ = extra
return ""
phase = flow.offer_handoff(
sender_id="s1", text="WO202610040002转人工", reply=reply
)
self.assertEqual(phase, "handoff_offer")
self.assertIn("运输方式：陆运", replies[-1])
self.assertIn("是否拉产品人员进群协同", replies[-1])
self.assertNotIn("原有空运群", replies[-1])
self.assertNotEqual(replies[-1], copy.HANDOFF_ALREADY_COLLAB)
named = flow.session_by_ticket("s1", "WO202610040002")
self.assertEqual(named.phase, "handoff_offer")
self.assertFalse((named.collab_chat_id or "").strip())
def test_named_ticket_with_group_still_blocked(self) -> None:
flow = self._flow()
flow._save(
FlowSession(
sender_id="s1",
thread_id="s1",
phase="collab_group",
business_line="LAND",
work_order_no="WO202610040002",
collab_chat_id="wr_real",
status="询价中",
)
)
replies: list[str] = []
def reply(text: str, extra=None) -> str:
replies.append(text)
_ = extra
return ""
phase = flow.offer_handoff(
sender_id="s1", text="WO202610040002转人工", reply=reply
)
self.assertEqual(phase, "handoff_already")
self.assertEqual(replies[-1], copy.HANDOFF_ALREADY_COLLAB)
def test_ledger_deal_ticket_without_group_offers_card(self) -> None:
from agent.ledger.memory_ledger import MemoryTicket
flow = self._flow()
no = "WO202610040012"
flow.ledger._tickets[no] = MemoryTicket(
work_order_no=no,
sales_wecom_id="s1",
business_line="LAND",
facts={"运输方式": "陆运"},
fingerprint="land-deal",
status="已报价",
quote={"total": "CNY 800", "quoteFileIssued": True},
quote_file_ready=True,
)
flow._save(
FlowSession(
sender_id="s1",
thread_id="s1",
phase="collab_group",
business_line="LAND",
work_order_no="WO202610040004",
collab_chat_id="wr_other",
status="询价中",
)
)
replies: list[str] = []
def reply(text: str, extra=None) -> str:
replies.append(text)
_ = extra
return ""
phase = flow.offer_handoff(sender_id="s1", text=f"{no}转人工", reply=reply)
self.assertEqual(phase, "handoff_offer")
self.assertIn("是否拉产品人员进群协同", "\n".join(replies))
self.assertNotIn(copy.HANDOFF_ALREADY_COLLAB, replies)
def test_air_deal_ticket_ignores_other_land_group(self) -> None:
"""空运成交跟进没有协同群时，不能被另一张陆运已拉群的单挡成「已拉产品进群」。"""
from agent.ledger.memory_ledger import MemoryTicket
flow = self._flow()
no = "WO202610040002"
flow.ledger._tickets[no] = MemoryTicket(
work_order_no=no,
sales_wecom_id="s1",
business_line="AIR",
facts={"运输方式": "空运", "目的港": "CRK"},
fingerprint="air-deal",
status="已报价",
quote={"total": "CNY 800", "quoteFileIssued": True},
quote_file_ready=True,
)
flow._save(
FlowSession(
sender_id="s1",
thread_id="s1",
phase="collab_group",
business_line="LAND",
work_order_no="WO202610040004",
collab_chat_id="wr_other",
status="询价中",
)
)
replies: list[str] = []
def reply(text: str, extra=None) -> str:
replies.append(text)
_ = extra
return ""
phase = flow.offer_handoff(sender_id="s1", text=f"{no}转人工", reply=reply)
joined = "\n".join(replies)
self.assertEqual(phase, "handoff_offer")
self.assertIn("原有空运群", joined)
self.assertNotIn("是否拉产品人员进群协同", joined)
self.assertNotIn(copy.HANDOFF_ALREADY_COLLAB, joined)
def test_ledger_mode_wins_over_stale_bookmark(self) -> None:
"""主账是空运时，进程里标成陆运的旧书签也不能改成陆运拉群卡。"""
from agent.ledger.memory_ledger import MemoryTicket
flow = self._flow()
no = "WO202610040002"
flow.ledger._tickets[no] = MemoryTicket(
work_order_no=no,
sales_wecom_id="s1",
business_line="AIR",
facts={},
fingerprint="air-wins",
status="已报价",
quote={"total": "CNY 800", "quoteFileIssued": True},
quote_file_ready=True,
)
flow._save(
FlowSession(
sender_id="s1",
thread_id="s1",
phase="wait_deal",
business_line="LAND",
work_order_no=no,
status="已报价",
)
)
replies: list[str] = []
def reply(text: str, extra=None) -> str:
replies.append(text)
_ = extra
return ""
phase = flow.offer_handoff(sender_id="s1", text=f"{no}转人工", reply=reply)
joined = "\n".join(replies)
self.assertEqual(phase, "handoff_offer")
self.assertIn("原有空运群", joined)
self.assertNotIn("运输方式：陆运", joined)
def test_sea_deal_ticket_uses_sea_card(self) -> None:
from agent.ledger.memory_ledger import MemoryTicket
flow = self._flow()
no = "WO202610040013"
flow.ledger._tickets[no] = MemoryTicket(
work_order_no=no,
sales_wecom_id="s1",
business_line="SEA",
facts={"运输方式": "海运"},
fingerprint="sea-deal",
status="已报价",
quote={"total": "USD 100", "quoteFileIssued": True},
quote_file_ready=True,
)
replies: list[str] = []
def reply(text: str, extra=None) -> str:
replies.append(text)
_ = extra
return ""
phase = flow.offer_handoff(sender_id="s1", text=f"{no}转人工", reply=reply)
joined = "\n".join(replies)
self.assertEqual(phase, "handoff_offer")
self.assertIn("运输方式：海运", joined)
self.assertIn("是否拉产品人员进群协同", joined)
self.assertNotIn("原有空运群", joined)
if __name__ == "__main__":
unittest.main()
inquiry-agent/tests/test_land_text_inquiry.py
+64
View File
@@ -711,5 +711,69 @@ class LandSkipAfterRestartTests(unittest.TestCase):
self.assertIn(f"{wo}报价方案", joined)
class LandContinuePullCardTests(unittest.TestCase):
def test_tms_miss_resume_shows_pull_card(self) -> None:
"""陆运没查到价时继续工单，要再出「是否拉产品进群」卡，不能出空运无价卡。"""
flow = LandTextInquiryFlow(MemoryLedger())
flow._save(
FlowSession(
sender_id="land-miss",
thread_id="land-miss",
phase="tms_miss",
business_line="LAND",
work_order_no="WO202610040004",
status="询价中",
allowed=(copy.BTN_PULL_COLLAB,),
)
)
replies: list[str] = []
extras: list[dict] = []
def reply(text: str, extra=None) -> str:
replies.append(text)
extras.append(dict(extra) if extra else {})
return ""
phase = flow.resume_historical(
sender_id="land-miss", work_order_no="WO202610040004", reply=reply
)
self.assertEqual(phase, "tms_miss")
joined = "\n".join(replies)
self.assertIn("是否需要拉内部产品人员进群", joined)
self.assertIn(copy.BTN_PULL_COLLAB, joined)
buttons = (extras[-1].get("template_card") or {}).get("button_list") or []
self.assertTrue(any(copy.BTN_PULL_COLLAB == b.get("text") for b in buttons))
def test_priced_resume_shows_pull_card(self) -> None:
"""陆运已有价、还在问要不要拉群时，继续工单要出带拉群按钮的价格卡。"""
flow = LandTextInquiryFlow(MemoryLedger())
flow._save(
FlowSession(
sender_id="land-hit",
thread_id="land-hit",
phase="wait_collab",
business_line="LAND",
work_order_no="WO202610040004",
status="已报价",
quote={"total": "CNY 800", "source_label": "TMS 标准报价"},
allowed=(copy.BTN_PULL_COLLAB, copy.BTN_SKIP_COLLAB),
)
)
replies: list[str] = []
def reply(text: str, extra=None) -> str:
replies.append(text)
_ = extra
return ""
phase = flow.resume_historical(
sender_id="land-hit", work_order_no="WO202610040004", reply=reply
)
self.assertEqual(phase, "wait_collab")
joined = "\n".join(replies)
self.assertIn("是否拉产品人员进群协同", joined)
self.assertIn(copy.BTN_PULL_COLLAB, joined)
if __name__ == "__main__":
unittest.main()
inquiry-agent/tests/test_quote_sheet_filename.py
+50
View File
@@ -0,0 +1,50 @@
"""系统报价单对外文件名：工单号接后台模板名，并带文件后缀。"""
from __future__ import annotations
import os
import sys
import unittest
ROOT = os.path.abspath(os.path.join(os.path.dirname(__file__), ".."))
if ROOT not in sys.path:
sys.path.insert(0, ROOT)
from agent.quote_templates.filename import filename_from_render, quote_sheet_filename
class QuoteSheetFilenameTests(unittest.TestCase):
def test_joins_work_order_and_backend_template_name(self) -> None:
self.assertEqual(
quote_sheet_filename("WO202609100001", "陆运国内运输拼车报价单"),
"WO202609100001陆运国内运输拼车报价单.xlsx",
)
def test_drops_suffix_on_template_name(self) -> None:
self.assertEqual(
quote_sheet_filename("WO202609100001", "海运报价单模板.xlsx"),
"WO202609100001海运报价单模板.xlsx",
)
def test_pdf_uses_pdf_suffix(self) -> None:
self.assertEqual(
quote_sheet_filename("WO202609100001", "默认空运", suffix=".pdf"),
"WO202609100001默认空运.pdf",
)
def test_render_prefers_template_name_over_old_file_name(self) -> None:
shown = filename_from_render(
"WO202609100001",
{
"templateName": "国内运输拼车报价单",
"fileName": "WO202609100001_quote.xlsx",
},
)
self.assertEqual(shown, "WO202609100001国内运输拼车报价单.xlsx")
def test_blank_template_keeps_xlsx_suffix(self) -> None:
shown = filename_from_render(
"WO202609100001",
{"fileName": "WO202609100001_quote.xlsx"},
)
self.assertEqual(shown, "WO202609100001_quote.xlsx")
inquiry-agent/tests/test_sea_text_inquiry.py
+2 -1
View File
@@ -2404,7 +2404,8 @@ class SeaGroupOpsTests(unittest.TestCase):
ticket = self.ledger.get_ticket(work_order_no=wo)
self.assertEqual(ticket.status, "已报价")
self.assertTrue(ticket.attachments)
self.assertIn("quote", str(ticket.attachments[0].get("file_name") or "").lower())
saved_name = str(ticket.attachments[0].get("file_name") or "")
self.assertEqual(saved_name, f"{wo}海运默认.xlsx")
texts = [x.get("content") or "" for x in self.groups.sent if x.get("kind") == "text"]
self.assertIn(f"工单{wo}的1个附件已保存到后台工单", texts)
self.assertTrue(any("成交" in t for t in texts))