人员岗位补负责人/线路维护，并同步后台人员、机器人回复与看板页改动。

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

inquiry-agent/agent/channel/h5/__init__.py

@@ -1,7 +1,7 @@
 """
-H5 补问 / 附件上传通道。
+H5 补问 / 附件上传 / 复制工单号通道。
 
-本文件职责：挂载 /inquiry-form；用 clarification token 绑定身份（URL 禁止 userid）。
+本文件职责：挂载 /inquiry-form；用 token 绑定身份或工单号（URL 禁止 userid）。
 禁止：从 URL 读 userid；禁止在本包改六态或直连 TMS；禁止同步 invoke Graph。
 """
 
@@ -10,10 +10,13 @@ from __future__ import annotations
 import logging
 from typing import Any, Optional
 
-from fastapi import APIRouter, HTTPException
+from fastapi import APIRouter, HTTPException, Query
+from fastapi.responses import HTMLResponse
 from pydantic import BaseModel, Field
 
 from agent.channel.clarification import validate_token
+from agent.channel.h5.copy_page import expired_copy_page, render_copy_page
+from agent.channel.h5.copy_store import lookup_copy_token
 from agent.handlers.card_action import handle_card_action
 
 logger = logging.getLogger(__name__)
@@ -34,6 +37,36 @@ def h5_ping() -> dict[str, str]:
     return {"status": "ok", "channel": "h5"}
 
 
+@router.get("/copy/{token}", response_class=HTMLResponse)
+def h5_copy_ticket(token: str) -> HTMLResponse:
+    """
+    复制工单号页：token 换工单号，页面写入剪贴板。
+
+    请求线程只读 token，不进 Graph、不发企微消息。
+    """
+    wo = lookup_copy_token(token)
+    if not wo:
+        return HTMLResponse(expired_copy_page(), status_code=410)
+    return HTMLResponse(render_copy_page(wo))
+
+
+@router.get("/jsapi-signature")
+def h5_jsapi_signature(
+    url: str = Query(default=""),
+    kind: str = Query(default="corp"),
+) -> dict[str, Any]:
+    """
+    给复制页 ww.register 签名。失败给空对象，页面改走浏览器剪贴板。
+    """
+    from agent.channel.wecom.jsapi import build_jsapi_signature
+
+    try:
+        return build_jsapi_signature(url=url, kind=kind)
+    except Exception as exc:  # noqa: BLE001
+        logger.warning("jsapi 签名失败 kind=%s err=%s", kind, exc)
+        raise HTTPException(status_code=503, detail="jsapi_unavailable") from exc
+
+
 @router.get("/{token}")
 def h5_open(token: str) -> dict[str, Any]:
     """

inquiry-agent/agent/channel/h5/copy_page.py

@@ -0,0 +1,150 @@
+"""
+复制工单号页 HTML。
+
+本文件职责：打开后立刻把工单号写入系统剪贴板（企微 JS-SDK + 浏览器兜底）。
+禁止：URL/页面带 userid；禁止在本页调主账或改六态。
+"""
+
+from __future__ import annotations
+
+import html
+
+from agent.config import get_settings
+
+_EXPIRED_HTML = """<!doctype html>
+<html lang="zh-CN"><head>
+<meta charset="utf-8"/>
+<meta name="viewport" content="width=device-width,initial-scale=1"/>
+<title>链接已过期</title>
+</head><body style="font-family:sans-serif;padding:32px;text-align:center;color:#333">
+<p>复制链接已过期。</p>
+<p>请回到企微，重新询价后再点「复制工单号」。</p>
+</body></html>
+"""
+
+
+def expired_copy_page() -> str:
+    """token 无效时给销售看的短页，不暴露内部原因。"""
+    return _EXPIRED_HTML
+
+
+def render_copy_page(work_order_no: str) -> str:
+    """
+    渲染复制页。工单号只进页面正文，由 JS 写入剪贴板。
+
+    先走企微 ww.setClipboardData（应用内才能真复制），失败再走浏览器剪贴板。
+    """
+    wo = html.escape((work_order_no or "").strip(), quote=True)
+    settings = get_settings()
+    corp = html.escape((settings.wecom_corp_id or "").strip(), quote=True)
+    agent = html.escape(str(settings.wecom_agent_id or "1000010").strip(), quote=True)
+    return f"""<!doctype html>
+<html lang="zh-CN">
+<head>
+<meta charset="utf-8"/>
+<meta name="viewport" content="width=device-width,initial-scale=1"/>
+<title>复制工单号</title>
+<style>
+  body {{ margin:0; font-family:-apple-system,BlinkMacSystemFont,"PingFang SC","Microsoft YaHei",sans-serif;
+         background:#f5f6f7; color:#1f2329; }}
+  .wrap {{ max-width:420px; margin:48px auto; padding:0 20px; text-align:center; }}
+  .wo {{ font-size:22px; font-weight:600; letter-spacing:.04em; margin:16px 0 8px; word-break:break-all; }}
+  .st {{ min-height:24px; color:#646a73; font-size:14px; }}
+  .ok {{ color:#00a870; }}
+  .bad {{ color:#d83931; }}
+  button {{ margin-top:20px; width:100%; height:44px; border:0; border-radius:8px;
+            background:#1677ff; color:#fff; font-size:16px; }}
+</style>
+</head>
+<body>
+<div class="wrap">
+  <div>工单号</div>
+  <div class="wo" id="wo" data-wo="{wo}">{wo}</div>
+  <div class="st" id="st">正在复制…</div>
+  <button type="button" id="btn">复制工单号</button>
+</div>
+<script src="https://wwcdn.weixin.qq.com/node/wework/open/js/wecom-jssdk-2.3.2.js"></script>
+<script>
+(function () {{
+  var text = document.getElementById("wo").getAttribute("data-wo") || "";
+  var st = document.getElementById("st");
+  var corpId = "{corp}";
+  var agentId = Number("{agent}") || 0;
+
+  function show(ok, msg) {{
+    st.className = "st " + (ok ? "ok" : "bad");
+    st.textContent = msg;
+  }}
+
+  function browserCopy(value) {{
+    if (navigator.clipboard && navigator.clipboard.writeText) {{
+      return navigator.clipboard.writeText(value);
+    }}
+    return new Promise(function (resolve, reject) {{
+      var box = document.createElement("textarea");
+      box.value = value;
+      box.setAttribute("readonly", "readonly");
+      box.style.position = "fixed";
+      box.style.left = "-9999px";
+      document.body.appendChild(box);
+      box.select();
+      try {{
+        if (!document.execCommand("copy")) throw new Error("exec");
+        resolve();
+      }} catch (err) {{ reject(err); }}
+      document.body.removeChild(box);
+    }});
+  }}
+
+  function wecomCopy(value) {{
+    if (window.ww && ww.setClipboardData) {{
+      return ww.setClipboardData({{ data: value }});
+    }}
+    return Promise.reject(new Error("no-ww"));
+  }}
+
+  function sign(kind) {{
+    return function (url) {{
+      return fetch("/inquiry-form/jsapi-signature?kind=" + encodeURIComponent(kind)
+        + "&url=" + encodeURIComponent(url))
+        .then(function (r) {{
+          if (!r.ok) throw new Error("sign");
+          return r.json();
+        }});
+    }};
+  }}
+
+  function tryCopy() {{
+    return wecomCopy(text).catch(function () {{ return browserCopy(text); }})
+      .then(function () {{ show(true, "已复制到剪贴板"); }})
+      .catch(function () {{ show(false, "复制失败，请再点一次按钮"); }});
+  }}
+
+  function boot() {{
+    var ready = Promise.resolve();
+    if (window.ww && ww.register && corpId) {{
+      ready = ww.register({{
+        corpId: corpId,
+        agentId: agentId,
+        jsApiList: ["setClipboardData"],
+        getConfigSignature: sign("corp"),
+        getAgentConfigSignature: sign("agent")
+      }}).catch(function () {{ return null; }});
+    }}
+    ready.then(tryCopy).catch(tryCopy);
+  }}
+
+  document.getElementById("btn").addEventListener("click", function () {{
+    show(true, "正在复制…");
+    tryCopy();
+  }});
+  if (document.readyState === "loading") {{
+    document.addEventListener("DOMContentLoaded", boot);
+  }} else {{
+    boot();
+  }}
+}})();
+</script>
+</body>
+</html>
+"""

inquiry-agent/agent/channel/h5/copy_store.py

@@ -0,0 +1,126 @@
+"""
+复制工单号 H5 的短命 token。
+
+本文件职责：签发/校验 token → 工单号；URL 只带 token，禁止带 userid/工单号。
+优先 Redis（HTTP 与 Worker 不同进程必须共享）；单测无 Redis 时用内存。
+禁止：当六态；禁止把工单号拼进公网路径。
+"""
+
+from __future__ import annotations
+
+import logging
+import secrets
+import threading
+import time
+from typing import Optional
+
+from agent.config import get_settings
+from agent.redis_coord.keys import TOKEN_COPY_TICKET
+
+logger = logging.getLogger(__name__)
+
+# 销售可能隔几天才点卡；7 天内同一 token 可重复打开复制。
+COPY_TTL_SECONDS = 7 * 24 * 60 * 60
+_FORM_FALLBACK = "https://ai.ytd-scm.com/inquiry-form"
+
+_MEM: dict[str, tuple[str, float]] = {}
+_MEM_LOCK = threading.Lock()
+
+
+def issue_copy_token(work_order_no: str, *, ttl_seconds: int = COPY_TTL_SECONDS) -> str:
+    """
+    签发复制页 token。
+
+    副作用：写 Redis 或内存。工单号为空则返回空串，调用方不要出跳转按钮。
+    """
+    wo = (work_order_no or "").strip()
+    if not wo:
+        return ""
+    token = secrets.token_urlsafe(24)
+    if _redis_set(token, wo, ttl_seconds):
+        return token
+    expires = time.time() + ttl_seconds
+    with _MEM_LOCK:
+        _MEM[token] = (wo, expires)
+    logger.info("copy token 走内存 wo=%s（HTTP/Worker 分进程时页面会找不到）", wo)
+    return token
+
+
+def lookup_copy_token(token: str) -> Optional[str]:
+    """校验 token 未过期；返回工单号或 None。不消费，可重复打开。"""
+    raw = (token or "").strip()
+    if not raw:
+        return None
+    wo = _redis_get(raw)
+    if wo:
+        return wo
+    now = time.time()
+    with _MEM_LOCK:
+        hit = _MEM.get(raw)
+        if not hit:
+            return None
+        wo, exp = hit
+        if exp < now:
+            _MEM.pop(raw, None)
+            return None
+        return wo
+
+
+def build_copy_ticket_url(work_order_no: str) -> str:
+    """
+    拼复制页绝对地址：{inquiry-form}/copy/{token}。
+
+    域名来自环境变量，禁止写死测试/正式切换。缺省回合同域名，保证企微能打开。
+    """
+    token = issue_copy_token(work_order_no)
+    if not token:
+        return ""
+    return f"{_form_base()}/copy/{token}"
+
+
+def _form_base() -> str:
+    settings = get_settings()
+    form = (settings.inquiry_form_public_base_url or "").strip().rstrip("/")
+    if form:
+        return form
+    pub = (settings.public_base_url or "").strip().rstrip("/")
+    if pub:
+        return f"{pub}/inquiry-form"
+    return _FORM_FALLBACK
+
+
+def _redis_set(token: str, work_order_no: str, ttl_seconds: int) -> bool:
+    client = _try_redis()
+    if client is None:
+        return False
+    try:
+        client.raw.set(client.key(TOKEN_COPY_TICKET, token), work_order_no, ex=ttl_seconds)
+        return True
+    except Exception as exc:  # noqa: BLE001
+        logger.warning("copy token Redis 写入失败：%s", exc)
+        return False
+
+
+def _redis_get(token: str) -> Optional[str]:
+    client = _try_redis()
+    if client is None:
+        return None
+    try:
+        val = client.raw.get(client.key(TOKEN_COPY_TICKET, token))
+    except Exception as exc:  # noqa: BLE001
+        logger.warning("copy token Redis 读取失败：%s", exc)
+        return None
+    if val is None:
+        return None
+    text = val if isinstance(val, str) else val.decode("utf-8")
+    return text.strip() or None
+
+
+def _try_redis():
+    """有 Redis 才用；单测 memory 后端也可用，保证同进程能读到。"""
+    try:
+        from agent.redis_coord import get_redis_runtime
+
+        return get_redis_runtime(get_settings()).client
+    except Exception:  # noqa: BLE001
+        return None

inquiry-agent/agent/channel/outbox/sender.py

@@ -270,6 +270,14 @@ class WeComAppClient:
         logger.info("企微发送成功 touser=%s reply=%s", body.get("touser"), shown)
         return WeComSendResult(ok=True, errcode=0, errmsg=errmsg, raw=data)
 
+    def get_access_token(self) -> str:
+        """
+        取出站/JS-SDK 用的 access_token。
+
+        只给同进程 H5 签名用；禁止写进页面或日志。
+        """
+        return self._get_token()
+
     def _get_token(self) -> str:
         with self._lock:
             now = time.time()

inquiry-agent/agent/channel/pg_store.py

@@ -190,6 +190,26 @@ class PostgresMessageStore:
             logger.exception("pg outbox 入队失败")
             raise
 
+    def has_outbound_dedupe(self, prefix: str) -> bool:
+        """去重键是否已出过站（前缀匹配）。跨进程看成交卡/文件是否已发。"""
+        head = (prefix or "").strip()
+        if not head:
+            return False
+        try:
+            with connect_psycopg(self._dsn) as conn:
+                row = conn.execute(
+                    """
+                    SELECT 1 FROM agent_outbox
+                    WHERE dedupe_key LIKE %s
+                    LIMIT 1
+                    """,
+                    (head + "%",),
+                ).fetchone()
+            return bool(row)
+        except Exception:
+            logger.exception("查 outbox 去重前缀失败 prefix=%s", head)
+            return False
+
     def claim_outbound(self) -> Optional[OutboxItem]:
         timeout = int(self._claim_timeout)
         with connect_psycopg(self._dsn) as conn:
@@ -203,7 +223,7 @@ class PostgresMessageStore:
                             AND claimed_at IS NOT NULL
                             AND claimed_at < NOW() - (%s || ' seconds')::interval
                        )
-                    ORDER BY created_at
+                    ORDER BY created_at ASC, id ASC
                     FOR UPDATE SKIP LOCKED
                     LIMIT 1
                 )
@@ -294,6 +314,36 @@ class PostgresMessageStore:
     def wait_outbox(self, timeout: float = 1.0) -> None:
         self._outbox_event.wait(timeout=timeout)
 
+    def wait_outbound_done(self, item_id: str, timeout_sec: float = 12.0) -> bool:
+        """
+        等到指定出站已发送完成或失败。
+
+        查价前先等询价确认发出，避免暂无报价卡抢先。只等这一条。
+        """
+        raw = (item_id or "").strip()
+        if not raw:
+            return False
+        started = time.time()
+        deadline = started + max(0.1, float(timeout_sec))
+        saw_claim = False
+        while time.time() < deadline:
+            with connect_psycopg(self._dsn) as conn:
+                row = conn.execute(
+                    "SELECT state FROM agent_outbox WHERE id = %s",
+                    (raw,),
+                ).fetchone()
+            state = str(row[0] or "") if row else ""
+            if state in {"done", "failed"}:
+                return state == "done"
+            if state == "claimed":
+                saw_claim = True
+            if not saw_claim and state == "pending" and time.time() - started >= 0.4:
+                return True
+            if not state and time.time() - started >= 0.3:
+                return True
+            self._outbox_event.wait(0.05)
+        return False
+
     def stats(self) -> dict[str, Any]:
         with connect_psycopg(self._dsn) as conn:
             inbox = conn.execute(

inquiry-agent/agent/channel/queue.py

@@ -163,6 +163,14 @@ class MemoryMessageStore:
             logger.info("outbox 入队 id=%s touser=%s", item.id, touser)
             return True, item.id
 
+    def has_outbound_dedupe(self, prefix: str) -> bool:
+        """去重键是否已出过站（前缀匹配）。给 wait_file 判断文件/成交卡是否已发。"""
+        head = (prefix or "").strip()
+        if not head:
+            return False
+        with self._lock:
+            return any(str(k).startswith(head) for k in self._seen_out)
+
     def claim_outbound(self) -> Optional[OutboxItem]:
         """认领一条 pending/超时 outbox。"""
         now = time.time()
@@ -207,6 +215,37 @@ class MemoryMessageStore:
     def wait_outbox(self, timeout: float = 1.0) -> None:
         self._outbox_event.wait(timeout=timeout)
 
+    def wait_outbound_done(self, item_id: str, timeout_sec: float = 12.0) -> bool:
+        """
+        等到指定出站已发送完成或失败。
+
+        查价前必须先等询价确认发出，避免暂无报价卡抢先到销售手机。
+        只等这一条，不锁其它工单。超时返回 False。
+        """
+        raw = (item_id or "").strip()
+        if not raw:
+            return False
+        started = time.time()
+        deadline = started + max(0.1, float(timeout_sec))
+        saw_claim = False
+        while time.time() < deadline:
+            state = ""
+            with self._lock:
+                item = self._outbox.get(raw)
+                if item:
+                    state = item.state
+            if state in {TaskState.DONE, TaskState.FAILED}:
+                return state == TaskState.DONE
+            if state == TaskState.CLAIMED:
+                saw_claim = True
+            # 单测没有出站线程：一直 PENDING 就不要空等 12 秒。测服有出站线程会立刻认领。
+            if not saw_claim and state == TaskState.PENDING and time.time() - started >= 0.4:
+                return True
+            if not state and time.time() - started >= 0.3:
+                return True
+            self._outbox_event.wait(0.05)
+        return False
+
     def stats(self) -> dict[str, Any]:
         with self._lock:
             return {

inquiry-agent/agent/channel/store_protocol.py

@@ -40,4 +40,6 @@ class MessageStore(Protocol):
 
     def wait_outbox(self, timeout: float = 1.0) -> None: ...
 
+    def wait_outbound_done(self, item_id: str, timeout_sec: float = 12.0) -> bool: ...
+
     def stats(self) -> dict[str, Any]: ...

inquiry-agent/agent/channel/wecom/jsapi.py

@@ -0,0 +1,110 @@
+"""
+企微 JS-SDK 签名（给复制页写剪贴板）。
+
+本文件职责：取 jsapi_ticket、按当前页 URL 签名。请求线程只打缓存/短 HTTP。
+禁止：把 access_token / ticket 写进页面或日志；禁止在这里改工单。
+"""
+
+from __future__ import annotations
+
+import hashlib
+import logging
+import secrets
+import time
+from typing import Any, Optional
+
+import httpx
+
+from agent.channel.outbox.sender import WeComAppClient
+from agent.config import get_settings
+from agent.redis_coord.keys import TOKEN_JSAPI
+
+logger = logging.getLogger(__name__)
+
+_TICKET_TTL = 3600
+
+
+def build_jsapi_signature(*, url: str, kind: str = "corp") -> dict[str, Any]:
+    """
+    给前端 ww.register 用的签名。
+
+    kind=corp → get_jsapi_ticket；kind=agent → agent_config ticket。
+    URL 必须与浏览器地址栏一致（不含 hash）。
+    """
+    page = (url or "").strip()
+    if not page:
+        raise ValueError("url_empty")
+    ticket = _jsapi_ticket(kind="agent" if kind == "agent" else "corp")
+    if not ticket:
+        raise RuntimeError("jsapi_ticket_missing")
+    nonce = secrets.token_hex(8)
+    timestamp = str(int(time.time()))
+    raw = f"jsapi_ticket={ticket}&noncestr={nonce}&timestamp={timestamp}&url={page}"
+    signature = hashlib.sha1(raw.encode("utf-8")).hexdigest()
+    return {
+        "timestamp": int(timestamp),
+        "nonceStr": nonce,
+        "signature": signature,
+    }
+
+
+def _jsapi_ticket(*, kind: str) -> str:
+    cached = _cache_get(kind)
+    if cached:
+        return cached
+    settings = get_settings()
+    if not (settings.wecom_corp_id and settings.wecom_secret):
+        return ""
+    client = WeComAppClient(
+        corp_id=settings.wecom_corp_id,
+        secret=settings.wecom_secret,
+        agent_id=int(settings.wecom_agent_id or "0") or 0,
+    )
+    token = client.get_access_token()
+    if kind == "agent":
+        api = "https://qyapi.weixin.qq.com/cgi-bin/ticket/get"
+        params = {"access_token": token, "type": "agent_config"}
+    else:
+        api = "https://qyapi.weixin.qq.com/cgi-bin/get_jsapi_ticket"
+        params = {"access_token": token}
+    with httpx.Client(timeout=8.0) as http:
+        data = http.get(api, params=params).json()
+    errcode = int(data.get("errcode") or 0)
+    ticket = str(data.get("ticket") or "")
+    if errcode != 0 or not ticket:
+        logger.warning("jsapi ticket 失败 kind=%s errcode=%s", kind, errcode)
+        return ""
+    _cache_set(kind, ticket)
+    return ticket
+
+
+def _cache_get(kind: str) -> Optional[str]:
+    redis = _try_redis()
+    if redis is None:
+        return None
+    try:
+        val = redis.raw.get(redis.key(TOKEN_JSAPI, kind))
+    except Exception:  # noqa: BLE001
+        return None
+    if val is None:
+        return None
+    return val if isinstance(val, str) else val.decode("utf-8")
+
+
+def _cache_set(kind: str, ticket: str) -> None:
+    redis = _try_redis()
+    if redis is None:
+        return
+    try:
+        redis.raw.set(redis.key(TOKEN_JSAPI, kind), ticket, ex=_TICKET_TTL)
+    except Exception as exc:  # noqa: BLE001
+        logger.warning("jsapi ticket 缓存失败：%s", exc)
+
+
+def _try_redis():
+    try:
+        from agent.redis_coord import get_redis_runtime
+
+        return get_redis_runtime(get_settings()).client
+    except Exception:  # noqa: BLE001
+        return None

inquiry-agent/agent/config/__init__.py

@@ -41,6 +41,10 @@ class Settings(BaseSettings):
     ytd_env: str = Field(default="test", alias="YTD_ENV")
     agent_http_port: int = Field(default=8910, alias="AGENT_HTTP_PORT")
     public_base_url: str = Field(default="", alias="PUBLIC_BASE_URL")
+    inquiry_form_public_base_url: str = Field(
+        default="",
+        alias="INQUIRY_FORM_PUBLIC_BASE_URL",
+    )
     biz_api_base_url: str = Field(default="http://127.0.0.1:8180/jeecgboot", alias="BIZ_API_BASE_URL")
     biz_api_token: str = Field(default="", alias="BIZ_API_TOKEN")
     biz_api_username: str = Field(default="", alias="BIZ_API_USERNAME")

inquiry-agent/agent/handlers/card_action.py

@@ -1,5 +1,5 @@
 """
-意图：询价卡片按钮（跳过协同 / 采用 / 不采用 / 成交）。
+意图：询价卡片按钮（复制工单号 / 跳过协同 / 采用 / 不采用 / 成交）。
 
 本文件职责：校验当前会话允许的动作后交给流程执行。
 禁止：不校验 wait/允许集合就改主账；禁止一个函数处理未声明的新按钮。
@@ -44,7 +44,7 @@ def handle_card_action(
 
     msg_store = store or get_message_store()
 
-    def reply(text: str, extra: dict | None = None) -> None:
+    def reply(text: str, extra: dict | None = None) -> str:
         # 销售询价正文不加 [test]；[test] 只给运维告警
         body = text
         extra = dict(extra or {})
@@ -65,6 +65,8 @@ def handle_card_action(
         )
         if not ok:
             logger.warning("card 出站被去重 sender=%s wo=%s info=%s", sender_id, wo or "-", info)
+            return ""
+        return info
 
     return engine.on_button(
         sender_id=sender_id, action=action, reply=reply, card_meta=payload

inquiry-agent/agent/handlers/continue_thread.py

@@ -37,7 +37,7 @@ def handle_continue_thread(
     engine = flow or get_air_text_flow()
     replies: list[str] = []
 
-    def reply(text: str, extra: dict | None = None) -> None:
+    def reply(text: str, extra: dict | None = None) -> str:
         replies.append(text)
         ok, info = msg_store.enqueue_outbound(
             touser=message.sender_id,
@@ -46,6 +46,7 @@ def handle_continue_thread(
             payload=dict(extra or {}),
         )
         logger.info("continue_thread 出站 ok=%s info=%s", ok, info)
+        return info if ok else ""
 
     wo = (thread_id or "").strip() or copy.extract_work_order_no(message.content or "")
     phase = engine.resume_historical(

inquiry-agent/agent/handlers/text_inquiry.py

@@ -42,7 +42,7 @@ def handle_text_inquiry(
     engine = flow or get_air_text_flow()
     replies: list[str] = []
 
-    def reply(text: str, extra: dict | None = None) -> None:
+    def reply(text: str, extra: dict | None = None) -> str:
         # 销售询价正文不加 [test]；[test] 只给运维告警
         body = text
         replies.append(body)
@@ -53,6 +53,7 @@ def handle_text_inquiry(
             payload=dict(extra or {}),
         )
         logger.info("text_inquiry 出站 ok=%s info=%s phase_reply=%s", ok, info, body[:80])
+        return info if ok else ""
 
     phase = engine.on_text(
         sender_id=message.sender_id,

inquiry-agent/agent/jobs/libreoffice.py

@@ -70,7 +70,8 @@ class LibreOfficeConverter:
                     str(exe),
                     "--headless",
                     "--convert-to",
-                    "pdf",
+                    # calc 导出才认 Excel 的 A4/居中/页宽缩放；裸 pdf 会裁顶、偏左
+                    "pdf:calc_pdf_Export",
                     "--outdir",
                     str(out_dir),
                     str(source),

inquiry-agent/agent/jobs/pdf_job.py

@@ -41,6 +41,8 @@ def enqueue_pdf_job(
     redis: Optional[RedisRuntime] = None,
     touser: str = "",
     filename: str = "",
+    quote: Optional[dict[str, Any]] = None,
+    facts: Optional[dict[str, Any]] = None,
 ) -> PdfEnqueueResult:
     """Excel→PDF 任务入队；真正转换只在 LibreOffice 槽。"""
     rt = redis or get_redis_runtime()
@@ -61,6 +63,8 @@ def enqueue_pdf_job(
         "quote_version": quote_version,
         "touser": touser,
         "filename": filename,
+        "quote": dict(quote or {}),
+        "facts": dict(facts or {}),
     }
     entry_id = q.enqueue(payload=payload, idempotency_key=idempotency_key)
     logger.info("pdf.enqueue id=%s inquiry=%s", entry_id, inquiry_no or "-")
@@ -142,5 +146,23 @@ def _deliver_quote_file(data: dict[str, Any], result: LibreOfficeResult) -> None
                 "filename": filename,
             },
         )
+        # 文件先入队，成交卡后入队；出站单线程保证销售先看到文件
+        quote = data.get("quote") if isinstance(data.get("quote"), dict) else {}
+        facts = data.get("facts") if isinstance(data.get("facts"), dict) else {}
+        if wo:
+            from agent.policy import inquiry_copy as copy
+
+            store.enqueue_outbound(
+                touser=touser,
+                content=copy.deal_card(work_order_no=wo, quote=quote, facts=facts),
+                dedupe_key=f"deal-card:{wo}:{filename}",
+                payload=copy.deal_wecom_payload(work_order_no=wo, quote=quote, facts=facts),
+            )
+            try:
+                from agent.policy.air_text_flow import get_air_text_flow
+
+                get_air_text_flow().mark_wait_deal(touser, wo)
+            except Exception:
+                logger.exception("PDF 出文件后未能切到成交跟进 inquiry=%s", wo)
     except Exception:
         logger.exception("PDF 出站入队失败 inquiry=%s", wo)

inquiry-agent/agent/policy/air_text_flow.py

@@ -15,7 +15,6 @@ import uuid
 from dataclasses import dataclass, field
 from typing import Any, Callable, Optional
 
-from agent.config import get_settings
 from agent.ledger.http_ledger import HttpLedger
 from agent.ledger.memory_ledger import MemoryLedger
 from agent.llm.extract_text import extract_inquiry_snapshot
@@ -25,7 +24,8 @@ from agent.schema.tms_air_query import assemble_air_query
 
 logger = logging.getLogger(__name__)
 
-ReplyFn = Callable[..., None]
+# 可返回 outbox id；查价前要等询价确认真正发出。
+ReplyFn = Callable[..., Optional[str]]
 
 
 @dataclass
@@ -249,18 +249,13 @@ class AirTextInquiryFlow:
         if sess.phase == "tms_miss":
             self._emit_tms_miss(reply, sess.work_order_no)
             return "tms_miss"
+        if sess.phase == "wait_file":
+            self._refresh_wait_file(sess)
+        if sess.phase == "wait_file":
+            reply("报价单正在生成，请稍候。")
+            return "wait_file"
         if sess.phase == "wait_deal":
-            summary = (
+            self._emit_deal(reply, sess)
-                f"{sess.facts.get('起运港', '')} → {sess.facts.get('目的港', '')} "
-                f"{sess.facts.get('品名', '')}"
-            )
-            reply(
-                copy.deal_card(
-                    work_order_no=sess.work_order_no,
-                    status=sess.status or "已报价",
-                    summary=summary,
-                )
-            )
             return "wait_deal"
         if sess.phase == "done":
             reply(copy.deal_ack(sess.status or "已关闭", sess.work_order_no))
@@ -426,7 +421,9 @@ class AirTextInquiryFlow:
             reply("建单失败，请稍后把刚才那条再发一次。重量和体积已经记下。")
             return "ledger_fail"
         first, history_wo = self._resolve_similar(created, facts=facts, current_no=no)
-        reply(copy.inquiry_card(work_order_no=no, facts=facts, first_or_same=first))
+        out_id = reply(copy.inquiry_card(work_order_no=no, facts=facts, first_or_same=first)) or ""
+        # 询价确认必须先到销售手机，再打 TMS。否则查得快时暂无报价卡会抢先发出。
+        self._wait_inquiry_sent(str(out_id), work_order_no=no)
 
         tms = self._ledger.query_tms(work_order_no=no, facts=facts)
         sess = FlowSession(
@@ -453,6 +450,7 @@ class AirTextInquiryFlow:
             self._emit_tms_miss(reply, no)
             sess.phase = "tms_miss"
             sess.status = "询价中"
+            sess.allowed = ()
             self._save(sess)
             return "tms_miss"
 
@@ -487,11 +485,41 @@ class AirTextInquiryFlow:
         )
         return "wait_collab"
 
+    def _wait_inquiry_sent(self, out_id: str, *, work_order_no: str) -> None:
+        """等询价确认出站完成后再查价。"""
+        self._wait_outbound_sent(out_id, work_order_no=work_order_no, what="询价确认")
+
+    def _wait_outbound_sent(self, out_id: str, *, work_order_no: str, what: str) -> None:
+        """
+        等指定出站真正发出。只等这一条，不锁其它工单。
+
+        单测 reply 不回 id 则跳过。超时仍继续，避免卡死 inbox。
+        """
+        raw = (out_id or "").strip()
+        if not raw:
+            return
+        from agent.channel.queue import get_message_store
+
+        store = get_message_store()
+        waiter = getattr(store, "wait_outbound_done", None)
+        if not callable(waiter):
+            return
+        ok = waiter(raw, timeout_sec=30.0)
+        if not ok:
+            logger.warning(
+                "%s出站未在时限内完成 wo=%s out=%s，仍继续",
+                what,
+                work_order_no,
+                raw,
+            )
+
     def _emit_tms_miss(self, reply: ReplyFn, work_order_no: str) -> None:
         """
         TMS 已查过且确认没价：文字兜底 + 暂无报价卡片。
         禁止在没打 query_tms 前回这个。
         """
+        from agent.config import get_settings
+
         reply(
             copy.tms_miss(work_order_no=work_order_no),
             copy.tms_miss_wecom_payload(
@@ -499,6 +527,8 @@ class AirTextInquiryFlow:
                 action_url=(get_settings().public_base_url or "").strip(),
             ),
         )
+        # 卡片发出后再单独发拉群句，不塞进卡、不当卡片失败兜底。
+        reply(copy.tms_miss_followup(work_order_no=work_order_no))
 
     def _resolve_similar(
         self,
@@ -542,6 +572,15 @@ class AirTextInquiryFlow:
         """处理已允许的按钮；错版本/未允许/已点过直接丢弃。"""
         sess = self.session_for_action(sender_id, card_meta)
         card_wo = copy.work_order_from_card_meta(card_meta)
+        if sess and sess.phase == "wait_file":
+            self._refresh_wait_file(sess)
+        # 成交卡已经发到销售手机，HTTP 进程可能还停在 wait_file，不能丢弃
+        if (
+            sess
+            and action in {copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE}
+            and sess.phase == "wait_file"
+        ):
+            self._promote_wait_deal(sess)
         if not sess or action not in sess.allowed:
             logger.info(
                 "card 丢弃 sender=%s action=%s card_wo=%s sess_wo=%s phase=%s",
@@ -577,11 +616,11 @@ class AirTextInquiryFlow:
         if action == copy.BTN_ADOPT_PDF:
             return self._adopt_file(sess, reply, kind="PDF", card_meta=card_meta)
         if action == copy.BTN_DEAL:
-            return self._close(sess, reply, "已成交")
+            return self._close(sess, reply, "已成交", card_meta=card_meta)
         if action == copy.BTN_LOST:
-            return self._close(sess, reply, "未成交")
+            return self._close(sess, reply, "未成交", card_meta=card_meta)
         if action == copy.BTN_NEGOTIATE:
-            return self._close(sess, reply, "协商中")
+            return self._close(sess, reply, "协商中", card_meta=card_meta)
         return "card_unknown"
 
     def _skip_collab(
@@ -617,14 +656,24 @@ class AirTextInquiryFlow:
         )
         return "wait_adopt"
 
-    def _grey_clicked_card(self, reply: ReplyFn, card_meta: Optional[dict[str, Any]]) -> None:
+    def _grey_clicked_card(
-        """点过方案卡后把原卡按钮改成已提交；无 ResponseCode 则不更新。"""
+        self,
+        reply: ReplyFn,
+        card_meta: Optional[dict[str, Any]],
+        *,
+        replace_name: str = "",
+    ) -> None:
+        """
+        点过模板卡后整卡置灰，三个按钮都不可再点。
+
+        企微 update_template_card 一次更新后整卡按钮失效；无 ResponseCode 则不更新。
+        """
         code = str((card_meta or {}).get("response_code") or "").strip()
         if not code:
             return
         reply(
             copy.BTN_SKIP_COLLAB_DONE,
-            copy.skip_collab_card_update(response_code=code),
+            copy.skip_collab_card_update(response_code=code, replace_name=replace_name),
         )
 
     def _adopt_file(
@@ -670,35 +719,75 @@ class AirTextInquiryFlow:
                 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",
+                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。")
-                reply(
+                return self._emit_file_then_deal(
-                    copy.file_ready(kind="Excel", work_order_no=sess.work_order_no, filename=fallback),
+                    sess,
-                    file_extra,
+                    reply,
+                    kind="Excel",
+                    filename=fallback,
+                    file_extra=file_extra,
                 )
-            # 已入队：Worker 出文件；此处不冒充 soffice 已成功
+            # 已入队：等 Worker 出文件后再出成交卡，这里不提前发卡
-        else:
+            sess.phase = "wait_file"
-            reply(
+            sess.allowed = ()
-                copy.file_ready(kind=kind, work_order_no=sess.work_order_no, filename=filename),
+            sess.wait_version += 1
-                file_extra,
+            self._save(sess)
-            )
+            return "wait_file"
-        summary = f"{sess.facts.get('起运港', '')} → {sess.facts.get('目的港', '')} {sess.facts.get('品名', '')}"
+        return self._emit_file_then_deal(
+            sess, reply, kind=kind, filename=filename, file_extra=file_extra
+        )
+
+    def _emit_file_then_deal(
+        self,
+        sess: FlowSession,
+        reply: ReplyFn,
+        *,
+        kind: str,
+        filename: str,
+        file_extra: dict[str, Any],
+    ) -> str:
+        """
+        先发报价文件，等这条出站真正发出，再出成交跟进卡。
+
+        避免卡片比文件先到销售手机。单测 reply 不回 id 则不等待。
+        """
+        out_id = reply(
+            copy.file_ready(kind=kind, work_order_no=sess.work_order_no, filename=filename),
+            file_extra,
+        )
+        self._wait_outbound_sent(str(out_id or ""), work_order_no=sess.work_order_no, what="报价文件")
         sess.phase = "wait_deal"
         sess.allowed = (copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE)
         sess.wait_version += 1
         self._save(sess)
+        self._emit_deal(reply, sess)
+        return "wait_deal"
+
+    def _emit_deal(self, reply: ReplyFn, sess: FlowSession) -> None:
+        """
+        报价单发出后出成交跟进卡：文字兜底 + 企微模板卡。
+        字段以报价当时的 quote 为准，不编历史报价/工单状态/来源行。
+        """
         reply(
             copy.deal_card(
                 work_order_no=sess.work_order_no,
                 status=sess.status or "已报价",
-                summary=summary,
+                quote=sess.quote,
-            )
+                facts=sess.facts,
+            ),
+            copy.deal_wecom_payload(
+                work_order_no=sess.work_order_no,
+                quote=sess.quote,
+                facts=sess.facts,
+            ),
         )
-        return "wait_deal"
 
     def _quote_file_payload(self, result: dict[str, Any], *, filename: str) -> dict[str, Any]:
         """出站文件载荷：优先本机路径，否则主账回的 Base64。"""
@@ -716,6 +805,8 @@ class AirTextInquiryFlow:
         work_order_no: str,
         sender_id: str,
         filename: str,
+        quote: Optional[dict[str, Any]] = None,
+        facts: Optional[dict[str, str]] = None,
     ) -> bool:
         """
         把主账已填好的 xlsx 交给 Worker LibreOffice 单槽转 PDF。
@@ -744,13 +835,23 @@ class AirTextInquiryFlow:
                 idempotency_key=f"pdf:{work_order_no}:{uuid.uuid4().hex[:8]}",
                 touser=sender_id,
                 filename=filename,
+                quote=quote,
+                facts=facts,
             )
             return bool(queued.accepted)
         except Exception:
             logger.exception("报价 PDF 入队失败 wo=%s", work_order_no)
             return False
 
-    def _close(self, sess: FlowSession, reply: ReplyFn, status: str) -> str:
+    def _close(
+        self,
+        sess: FlowSession,
+        reply: ReplyFn,
+        status: str,
+        card_meta: Optional[dict[str, Any]] = None,
+    ) -> str:
+        """点成交/未成交/协商中：先整卡置灰，再入主账。"""
+        self._grey_clicked_card(reply, card_meta, replace_name=status)
         result = self._ledger.transition(work_order_no=sess.work_order_no, to_status=status)
         if not result.get("ok"):
             reply("主账状态更新失败，成交结果未入账。")
@@ -762,6 +863,70 @@ class AirTextInquiryFlow:
         reply(copy.deal_ack(status, sess.work_order_no))
         return "done"
 
+    def mark_wait_deal(self, sender_id: str, work_order_no: str) -> None:
+        """
+        Worker 出完报价文件后：先写 Redis，再切本进程书签。
+
+        HTTP 与 Worker 不是同一份内存。只改本进程会让销售一直看到「请稍候」。
+        找不到本进程书签也要写 Redis，让收消息那边能切到成交跟进。
+        """
+        no = (work_order_no or "").strip()
+        if not no:
+            return
+        from agent.redis_coord.quote_file import mark_quote_file_ready
+
+        mark_quote_file_ready(no)
+        if not sender_id:
+            return
+        with self._lock:
+            sess = self._by_sender.get(sender_id)
+            if sess is None or sess.work_order_no != no:
+                sess = self._by_ticket.get(no)
+            if sess is None:
+                return
+        self._promote_wait_deal(sess)
+
+    def _promote_wait_deal(self, sess: FlowSession) -> None:
+        """书签切到成交跟进，允许点成交/未成交/协商中。"""
+        sess.phase = "wait_deal"
+        sess.allowed = (copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE)
+        sess.wait_version += 1
+        self._save(sess)
+
+    def _refresh_wait_file(self, sess: FlowSession) -> None:
+        """
+        wait_file 时看文件是否已经发出。
+
+        Worker 写 Redis；本进程重启后也可看出站成交卡/文件去重键。
+        """
+        if sess.phase != "wait_file":
+            return
+        no = (sess.work_order_no or "").strip()
+        if not no:
+            return
+        if self._quote_file_already_out(no):
+            self._promote_wait_deal(sess)
+
+    def _quote_file_already_out(self, work_order_no: str) -> bool:
+        """文件或成交卡是否已经入过出站。"""
+        from agent.redis_coord.quote_file import is_quote_file_ready
+
+        if is_quote_file_ready(work_order_no):
+            return True
+        try:
+            from agent.channel.queue import get_message_store
+
+            store = get_message_store()
+            probe = getattr(store, "has_outbound_dedupe", None)
+            if not callable(probe):
+                return False
+            return bool(
+                probe(f"deal-card:{work_order_no}:") or probe(f"pdf-file:{work_order_no}:")
+            )
+        except Exception:
+            logger.exception("判断报价文件是否已出站失败 wo=%s", work_order_no)
+            return False
+
 
 _FLOW: Optional[AirTextInquiryFlow] = None
 _FLOW_GUARD = threading.Lock()

inquiry-agent/agent/policy/inquiry_copy.py

@@ -47,6 +47,12 @@ BTN_REJECT_KEY = "reject"
 BTN_DEAL = "成交"
 BTN_LOST = "未成交"
 BTN_NEGOTIATE = "协商中"
+BTN_DEAL_KEY = "deal"
+BTN_LOST_KEY = "lost"
+BTN_NEGOTIATE_KEY = "negotiate"
+# 旧卡 EventKey 兼容；新暂无报价卡按现网图：无按钮。
+BTN_COPY_TICKET = "复制工单号"
+BTN_COPY_TICKET_KEY = "copy_ticket"
 
 _WO_NO = re.compile(r"WO\d{12}", re.IGNORECASE)
 # 仅给无网 stub / 工单号回填用，正式续办意图由 DeepSeek A 判断，不要求销售说这些词。
@@ -245,6 +251,18 @@ def canonical_button(raw: str) -> str:
         return BTN_ADOPT_PDF
     if text in {BTN_REJECT_KEY} or text.startswith(f"{BTN_REJECT_KEY}:"):
         return BTN_REJECT
+    if text in {BTN_COPY_TICKET, BTN_COPY_TICKET_KEY} or text.startswith(
+        f"{BTN_COPY_TICKET_KEY}:"
+    ):
+        return BTN_COPY_TICKET
+    if text in {BTN_DEAL, BTN_DEAL_KEY} or text.startswith(f"{BTN_DEAL_KEY}:"):
+        return BTN_DEAL
+    if text in {BTN_LOST, BTN_LOST_KEY} or text.startswith(f"{BTN_LOST_KEY}:"):
+        return BTN_LOST
+    if text in {BTN_NEGOTIATE, BTN_NEGOTIATE_KEY} or text.startswith(
+        f"{BTN_NEGOTIATE_KEY}:"
+    ):
+        return BTN_NEGOTIATE
     if text == BTN_SKIP_COLLAB_DONE:
         return ""
     for btn in (BTN_ADOPT_EXCEL, BTN_ADOPT_PDF, BTN_REJECT, BTN_DEAL, BTN_LOST, BTN_NEGOTIATE):
@@ -313,6 +331,10 @@ def _work_order_in_token(raw: str) -> str:
         f"{BTN_ADOPT_EXCEL_KEY}:",
         f"{BTN_ADOPT_PDF_KEY}:",
         f"{BTN_REJECT_KEY}:",
+        f"{BTN_COPY_TICKET_KEY}:",
+        f"{BTN_DEAL_KEY}:",
+        f"{BTN_LOST_KEY}:",
+        f"{BTN_NEGOTIATE_KEY}:",
     ):
         if text.startswith(prefix):
             rest = text[len(prefix) :].strip()
@@ -439,7 +461,7 @@ def tms_valid_until_display(quote: dict[str, Any] | None) -> str:
 
 def similar_inquiry_line(*, first_or_same: str, history_work_order_no: str = "") -> str:
     """
-    相同询价内容检索：首次询价，或引用全库最新一条一模一样的历史工单号。
+    相同询价内容检索文案（主账仍会算，销售侧价格卡已隐藏，不再调用）。
     """
     no = (history_work_order_no or "").strip()
     if first_or_same == "same" and no:
@@ -455,11 +477,12 @@ def quote_detail_lines(
     status: str = "已报价",
 ) -> list[str]:
     """
-    价格明细正文：TMS 费用、合计、时效、有效期、相同检索。
+    价格明细正文：TMS 费用、合计、时效、有效期。
 
-    给文本兜底和企微引用条共用，禁止在这里编时效/有效期。价格卡不再展示工单状态。
+    给文本兜底和企微引用条共用，禁止在这里编时效/有效期。
+    价格卡不展示工单状态，也不展示相同询价内容检索。
     """
-    _ = status
+    _ = status, first_or_same, history_work_order_no
     src = dict(quote or {})
     header_ccy = str(src.get("currency") or src.get("currencyCode") or "").strip()
     total = money_text(str(src.get("total") or "-").strip() or "-", header_ccy)
@@ -467,11 +490,6 @@ def quote_detail_lines(
     lines.append(f"总销售价合计：{total}")
     lines.append(f"时效：{tms_eta_display(src)}")
     lines.append(f"报价有效期：{tms_valid_until_display(src)}")
-    lines.append(
-        similar_inquiry_line(
-            first_or_same=first_or_same, history_work_order_no=history_work_order_no
-        )
-    )
     return lines
 
 
@@ -518,22 +536,21 @@ def tms_hit_wecom_payload(
 
     价格明细
     ┌ 引用条：空运费 / 其它费用 / 总销售价合计
-    时效、报价有效期、相同询价内容检索
+    时效、报价有效期
     协同说明（普通文字，贴按钮上方）
     按钮
 
+    相同询价内容检索对销售隐藏；first_or_same 只兼容调用方，不展示。
     企微 quote_area.title 只能很短，超长会被整段藏掉。报价必须放 quote_text。
     不用 horizontal：它会排到副标题后面，把费用挤到按钮前。
     """
+    _ = first_or_same, history_work_order_no
     src = dict(quote or {})
     source = str(src.get("source_label") or "TMS标准报价").replace(" ", "")
     meta = "\n".join(
         [
             f"时效：{tms_eta_display(src)}",
             f"报价有效期：{tms_valid_until_display(src)}",
-            similar_inquiry_line(
-                first_or_same=first_or_same, history_work_order_no=history_work_order_no
-            ),
             "",
             collab_hint(work_order_no),
         ]
@@ -562,58 +579,86 @@ def tms_hit_wecom_payload(
     }
 
 
-def skip_collab_card_update(*, response_code: str) -> dict[str, Any]:
+def skip_collab_card_update(*, response_code: str, replace_name: str = "") -> dict[str, Any]:
     """
-    点过「生成报价单」后更新原卡：按钮改成已提交并保持置灰。
+    点过模板卡后更新原卡：被点按钮改成已提交，整卡置灰不可再点。
 
     必须带企微回调 ResponseCode；无码则不要入出站。
+    成交卡三个按钮共用这一条，replace_name 默认「已提交」。
     """
     return {
         "msgtype": "update_template_card",
         "response_code": response_code,
-        "button": {"replace_name": BTN_SKIP_COLLAB_DONE},
+        "button": {"replace_name": (replace_name or BTN_SKIP_COLLAB_DONE).strip() or BTN_SKIP_COLLAB_DONE},
     }
 
 
 def tms_miss_quote_text(*, work_order_no: str) -> str:
-    """引用条正文：只放「请务必在群聊发送工单编号」。"""
+    """文字兜底里的拉群句，与现网图一致。"""
-    return f"请务必在群聊发送工单编号{work_order_no}"
+    return f"请手动拉相关人员和智能体到原有群，并在群聊发送工单编号{work_order_no}"
 
 
 def tms_miss_hint() -> str:
-    """卡片正文：无价说明 + 拉群提示，不单独再写标题下灰字。"""
+    """卡片标题下灰字：与现网图一致。"""
-    return "TMS标准价库暂无匹配报价，请手动拉新人与智能体到原有群"
+    return "TMS 标准价库暂无匹配报价"
+
+
+def tms_miss_body() -> str:
+    """卡片中间说明：需求已建单。"""
+    return "需求已解析并创建工单。"
 
 
 def tms_miss(*, work_order_no: str) -> str:
     """
-    TMS 已经查过、确认没标准价时的文字兜底。
+    卡片发送失败时的短兜底。拉群句另发，不写在这里。
     禁止在没打 TMS 前用本句冒充无价。
     """
-    return (
+    no = (work_order_no or "").strip()
-        f"TMS暂无报价。{tms_miss_hint()}，"
+    return f"询价工单{no}已建立，TMS标准价库暂无匹配报价。"
-        f"{tms_miss_quote_text(work_order_no=work_order_no)}"
-    )
 
 
-def tms_miss_wecom_payload(*, work_order_no: str, action_url: str = "") -> dict[str, Any]:
+def tms_miss_followup(*, work_order_no: str) -> str:
+    """出卡后再发的独立一句：拉人进群并带上工单号。"""
+    return tms_miss_quote_text(work_order_no=work_order_no)
+
+
+def copy_ticket_text(*, work_order_no: str) -> str:
     """
-    TMS 已查过、确认没价：一张 text_notice 卡。
+    点「复制工单号」后回给销售的正文：只含工单号。
 
-    顺序：来源 → 标题（仅工单号+暂无报价）→ 引用条（工单编号）→ 拉群说明。
+    企微模板卡按钮不能写系统剪贴板。整条消息只有工单号，销售长按「复制」不会夹杂其它字。
-    禁止：标题下灰字、工单状态、查价结果/来源行、按钮。
-    企微 text_notice 必须带可信域名 card_action，否则整卡发失败只剩文字。
     """
+    return (work_order_no or "").strip()
+
+
+def tms_miss_wecom_payload(
+    *,
+    work_order_no: str,
+    action_url: str = "",
+    copy_url: str = "",
+) -> dict[str, Any]:
+    """
+    TMS 已查过、确认没价：一张文本通知卡（对齐现网图）。
+
+    询价工单号 / 灰字无价说明 / 建单说明 / 工单状态与查价结果。
+    不要「来源」行、不要按钮。企微 text_notice 必须带可信域名 card_action。
+    copy_url 忽略：不再跳复制页。
+    """
+    _ = copy_url
+    no = (work_order_no or "").strip()
     card: dict[str, Any] = {
         "card_type": "text_notice",
         "source": {"desc": "TMS查价结果", "desc_color": 0},
-        "main_title": {"title": f"{work_order_no}暂无报价"},
+        "main_title": {
-        "quote_area": {
+            "title": f"询价工单 {no}",
-            "type": 0,
+            "desc": tms_miss_hint(),
-            "quote_text": tms_miss_quote_text(work_order_no=work_order_no),
         },
-        "sub_title_text": tms_miss_hint(),
+        "sub_title_text": tms_miss_body(),
-        "task_id": card_task_id("miss", work_order_no),
+        "horizontal_content_list": [
+            {"keyname": "工单状态", "value": "询价中"},
+            {"keyname": "查价结果", "value": "暂无匹配报价"},
+        ],
+        "task_id": card_task_id("miss", no),
     }
     url = (action_url or "").strip()
     if url:
@@ -778,15 +823,102 @@ def file_ready(*, kind: str, work_order_no: str, filename: str) -> str:
     return f"已生成{kind}最终报价单：{filename}（工单 {work_order_no}）"
 
 
-def deal_card(*, work_order_no: str, status: str, summary: str) -> str:
+DEAL_HINT = "咨询成交状态：请选择成交 / 未成交 / 协商中(未成交需补充原因)。"
-    return (
+DEAL_SUBTITLE = "报价单已发送，请跟进成交状态"
-        "【咨询成交状态】\n"
+
-        f"工单编号：{work_order_no}\n"
+
-        f"工单状态：{status}\n"
+def deal_horizontal_rows(
-        f"询价内容：{summary}\n"
+    *,
-        "请立即确认当前与客户沟通的成交状态：\n"
+    quote: dict[str, Any] | None,
-        f"【{BTN_DEAL}】【{BTN_LOST}】【{BTN_NEGOTIATE}】"
+    facts: dict[str, str] | None = None,
-    )
+) -> list[dict[str, str]]:
+    """
+    成交跟进卡字段：总销售价合计、时效、报价有效期。
+
+    不要历史报价 / 工单状态 / 来源。来源只留卡片顶部红字。
+    """
+    src = dict(quote or {})
+    header_ccy = str(src.get("currency") or src.get("currencyCode") or "").strip()
+    total = money_text(str(src.get("total") or "-").strip() or "-", header_ccy)
+    return [
+        {"keyname": "总销售价合计", "value": _clip(total, 26)},
+        {"keyname": "时效", "value": _clip(tms_eta_display(src), 26)},
+        {"keyname": "报价有效期", "value": _clip(tms_valid_until_display(src), 26)},
+    ]
+
+
+def deal_card(
+    *,
+    work_order_no: str,
+    status: str = "",
+    summary: str = "",
+    quote: dict[str, Any] | None = None,
+    facts: dict[str, str] | None = None,
+) -> str:
+    """
+    成交跟进文字兜底（模板卡发失败时仍给销售看）。
+
+    与卡片同一套字段；status / summary 只兼容旧调用，不再展示。
+    """
+    _ = status, summary
+    no = (work_order_no or "").strip()
+    rows = deal_horizontal_rows(quote=quote, facts=facts)
+    lines = [
+        f"询价工单 {no}",
+        DEAL_SUBTITLE,
+        DEAL_HINT,
+    ]
+    lines.extend(f"{row['keyname']}：{row['value']}" for row in rows)
+    lines.append(f"【{BTN_DEAL}】【{BTN_LOST}】【{BTN_NEGOTIATE}】")
+    return "\n".join(lines)
+
+
+def deal_wecom_payload(
+    *,
+    work_order_no: str,
+    quote: dict[str, Any] | None = None,
+    facts: dict[str, str] | None = None,
+) -> dict[str, Any]:
+    """
+    成交跟进卡：对齐现网 button_interaction。
+
+    顶部来源红字；标题询价工单号；副标题跟进成交；三个按钮。
+    字段只要总销售价、时效、有效期。
+    """
+    src = dict(quote or {})
+    source = str(src.get("source_label") or "TMS标准报价").replace(" ", "")
+    no = (work_order_no or "").strip()
+    return {
+        "msgtype": "template_card",
+        "template_card": {
+            "card_type": "button_interaction",
+            "source": {"desc": source, "desc_color": 0},
+            "main_title": {
+                "title": f"询价工单 {no}",
+                "desc": DEAL_SUBTITLE,
+            },
+            "sub_title_text": DEAL_HINT,
+            "horizontal_content_list": deal_horizontal_rows(quote=src, facts=facts),
+            "task_id": card_task_id("deal", no),
+            "button_list": [
+                {
+                    "text": BTN_DEAL,
+                    "style": 1,
+                    "key": f"{BTN_DEAL_KEY}:{no}",
+                },
+                {
+                    "text": BTN_LOST,
+                    "style": 1,
+                    "key": f"{BTN_LOST_KEY}:{no}",
+                },
+                {
+                    "text": BTN_NEGOTIATE,
+                    "style": 1,
+                    "key": f"{BTN_NEGOTIATE_KEY}:{no}",
+                },
+            ],
+        },
+    }
 
 
 def deal_ack(outcome: str, work_order_no: str) -> str:

inquiry-agent/agent/redis_coord/keys.py

@@ -44,3 +44,7 @@ STREAM_WAKE = "stream:wake"
 IDEMPOTENCY = "idem"
 RATE_LIMIT = "ratelimit"
 TOKEN_WECOM = "token:wecom"
+TOKEN_COPY_TICKET = "token:copy_ticket"
+TOKEN_JSAPI = "token:jsapi"
+# Worker 出完报价文件后写给 HTTP：短协调，不当六态
+QUOTE_FILE_READY = "quote_file_ready"

inquiry-agent/agent/redis_coord/quote_file.py

@@ -0,0 +1,43 @@
+"""
+报价文件完成短协调。
+
+Worker LibreOffice 出完文件后写键；HTTP 进程读键，把 wait_file 切到成交跟进。
+不当六态、不当 checkpoint。TTL 一周，过期当未完成。
+"""
+
+from __future__ import annotations
+
+import logging
+
+from agent.redis_coord.keys import QUOTE_FILE_READY
+from agent.redis_coord.runtime import get_redis_runtime
+
+logger = logging.getLogger(__name__)
+
+_TTL_SEC = 7 * 24 * 3600
+
+
+def mark_quote_file_ready(work_order_no: str) -> None:
+    """Worker 出完报价文件后调用；HTTP 进程据此结束「请稍候」。"""
+    no = (work_order_no or "").strip()
+    if not no:
+        return
+    try:
+        client = get_redis_runtime().client
+        client.raw.set(client.key(QUOTE_FILE_READY, no), "1", ex=_TTL_SEC)
+        logger.info("报价文件已就绪 wo=%s", no)
+    except Exception:
+        logger.exception("写报价文件就绪键失败 wo=%s", no)
+
+
+def is_quote_file_ready(work_order_no: str) -> bool:
+    """HTTP 读：文件是否已经发出。读失败当未完成，继续请稍候。"""
+    no = (work_order_no or "").strip()
+    if not no:
+        return False
+    try:
+        client = get_redis_runtime().client
+        return bool(client.raw.get(client.key(QUOTE_FILE_READY, no)))
+    except Exception:
+        logger.exception("读报价文件就绪键失败 wo=%s", no)
+        return False

inquiry-agent/tests/test_air_text_inquiry.py

@@ -238,7 +238,8 @@ class AirTextInquiryTests(unittest.TestCase):
         self.assertIn("总销售价合计", joined)
         self.assertIn("时效：", joined)
         self.assertIn("报价有效期：", joined)
-        self.assertIn("相同询价内容检索：首次询价", joined)
+        self.assertNotIn("相同询价内容检索", joined)
+        self.assertNotIn("引用历史工单号", joined)
         self.assertNotIn("工单状态：已报价", joined)
         self.assertNotIn("【价格明细】", joined)
 
@@ -292,9 +293,44 @@ class AirTextInquiryTests(unittest.TestCase):
         self.assertEqual(phase, "wait_deal")
         self.assertIn("Excel", "\n".join(self.replies))
         self.assertIn("咨询成交状态", "\n".join(self.replies))
+        deal_cards = [
+            x["template_card"]
+            for x in self.extras
+            if x.get("msgtype") == "template_card"
+            and str((x.get("template_card") or {}).get("task_id") or "").startswith("deal-")
+        ]
+        self.assertTrue(deal_cards)
+        deal_rows = {r["keyname"]: r["value"] for r in deal_cards[-1]["horizontal_content_list"]}
+        self.assertIn("总销售价合计", deal_rows)
+        self.assertNotIn("历史报价", deal_rows)
+        self.assertNotIn("工单状态", deal_rows)
+        self.assertNotIn("来源", deal_rows)
 
-        phase = self.flow.on_button(sender_id="u1", action=copy.BTN_DEAL, reply=self._reply)
+        file_idx = next(
+            i for i, x in enumerate(self.extras) if x.get("msgtype") == "file"
+        )
+        deal_idx = next(
+            i
+            for i, x in enumerate(self.extras)
+            if x.get("msgtype") == "template_card"
+            and str((x.get("template_card") or {}).get("task_id") or "").startswith("deal-")
+        )
+        self.assertLess(file_idx, deal_idx)
+        phase = self.flow.on_button(
+            sender_id="u1",
+            action=copy.BTN_DEAL,
+            reply=self._reply,
+            card_meta={"response_code": "rc-deal-1"},
+        )
         self.assertEqual(phase, "done")
+        deal_updates = [
+            x
+            for x in self.extras
+            if x.get("msgtype") == "update_template_card"
+            and x.get("response_code") == "rc-deal-1"
+        ]
+        self.assertTrue(deal_updates)
+        self.assertEqual(deal_updates[-1].get("button", {}).get("replace_name"), "已成交")
         ticket = self.flow.ledger.get_ticket(
             work_order_no=self.flow.session_of("u1").work_order_no
         )
@@ -367,14 +403,14 @@ class AirTextInquiryTests(unittest.TestCase):
         self.assertEqual(called[0]["facts"].get("起运港"), "阿拉伯")
         self.assertFalse(called[0]["facts"].get("originCode"))
         self.assertEqual(phase, "tms_miss")
-        self.assertIn("暂无报价", self.replies[-1])
+        self.assertTrue(any("暂无匹配报价" in x for x in self.replies))
+        self.assertIn("工单编号WO202609140088", self.replies[-1])
         self.assertNotIn("查价参数尚未齐全", "\n".join(self.replies))
         miss = [x for x in self.extras if x.get("msgtype") == "template_card"]
         self.assertTrue(miss)
-        self.assertEqual(miss[-1]["template_card"]["main_title"]["title"], "WO202609140088暂无报价")
         self.assertEqual(
-            miss[-1]["template_card"]["quote_area"]["quote_text"],
+            miss[-1]["template_card"]["main_title"]["title"],
-            "请务必在群聊发送工单编号WO202609140088",
+            "询价工单 WO202609140088",
         )
 
     def test_unknown_airport_no_card(self) -> None:
@@ -389,7 +425,8 @@ class AirTextInquiryTests(unittest.TestCase):
         )
         # 目的地说了就算齐；对不上字典不补问，查价后按 TMS 分类
         self.assertEqual(phase, "tms_miss")
-        self.assertIn("暂无报价", self.replies[-1])
+        self.assertTrue(any("暂无匹配报价" in x for x in self.replies))
+        self.assertIn("工单编号", self.replies[-1])
 
     def test_tms_miss_copy(self) -> None:
         facts = dict(COMPLETE_AIR)
@@ -402,21 +439,90 @@ class AirTextInquiryTests(unittest.TestCase):
             injected_mode="AIR",
         )
         self.assertEqual(phase, "tms_miss")
-        self.assertIn("暂无报价", self.replies[-1])
+        wo = self.flow.session_of("u2").work_order_no
-        self.assertIn("工单编号", self.replies[-1])
+        self.assertEqual(self.replies[-1], copy.tms_miss_followup(work_order_no=wo))
+        self.assertTrue(any("暂无匹配报价" in x for x in self.replies))
         miss = [x for x in self.extras if x.get("msgtype") == "template_card"]
         self.assertTrue(miss)
         card = miss[-1]["template_card"]
         self.assertEqual(card["card_type"], "text_notice")
         self.assertEqual(card["source"]["desc"], "TMS查价结果")
-        self.assertEqual(card["main_title"]["title"], self.flow.session_of("u2").work_order_no + "暂无报价")
+        self.assertEqual(card["main_title"]["title"], f"询价工单 {wo}")
-        self.assertNotIn("desc", card["main_title"])
+        self.assertEqual(card["main_title"]["desc"], copy.tms_miss_hint())
-        self.assertEqual(card["sub_title_text"], copy.tms_miss_hint())
+        self.assertEqual(card["sub_title_text"], copy.tms_miss_body())
-        self.assertEqual(
+        rows = {x["keyname"]: x["value"] for x in card["horizontal_content_list"]}
-            card["quote_area"]["quote_text"],
+        self.assertEqual(rows["工单状态"], "询价中")
-            copy.tms_miss_quote_text(work_order_no=self.flow.session_of("u2").work_order_no),
+        self.assertEqual(rows["查价结果"], "暂无匹配报价")
-        )
+        self.assertNotIn("来源", rows)
-        self.assertNotIn("horizontal_content_list", card)
+        self.assertNotIn("button_list", card)
+        self.assertEqual(self.flow.session_of("u2").allowed, ())
+
+    def test_inquiry_must_send_before_tms_query(self) -> None:
+        """询价确认出站完成之前不能打 TMS，避免暂无报价卡抢先。"""
+        import threading
+        import time
+        from unittest.mock import patch
+
+        from agent.channel.queue import TaskState
+
+        store = MemoryMessageStore()
+        query_saw: list[str] = []
+
+        class _Led:
+            def create_ticket(self, **kwargs):
+                return {
+                    "ok": True,
+                    "work_order_no": "WO202609150111",
+                    "first_or_same": "first",
+                }
+
+            def query_tms(self, **kwargs):
+                inq = [
+                    i
+                    for i in store._outbox.values()
+                    if "正在查询TMS报价" in (i.content or "")
+                ]
+                query_saw.append(inq[0].state.value if inq else "missing")
+                return {
+                    "ok": True,
+                    "has_price": False,
+                    "classification": "TMS_NO_QUOTE_1002",
+                }
+
+        def reply(text: str, extra=None) -> str:
+            _ok, oid = store.enqueue_outbound(
+                touser="u_ord",
+                content=text,
+                payload=dict(extra or {}),
+            )
+            return oid
+
+        stop = threading.Event()
+
+        def pump() -> None:
+            while not stop.is_set():
+                item = store.claim_outbound()
+                if item:
+                    store.complete_outbound(item.id)
+                else:
+                    time.sleep(0.01)
+
+        worker = threading.Thread(target=pump, daemon=True)
+        worker.start()
+        try:
+            with patch("agent.channel.queue.get_message_store", return_value=store):
+                flow = AirTextInquiryFlow(_Led())
+                phase = flow.on_text(
+                    sender_id="u_ord",
+                    text="空运",
+                    reply=reply,
+                    injected_facts=COMPLETE_AIR,
+                    injected_mode="AIR",
+                )
+        finally:
+            stop.set()
+        self.assertEqual(phase, "tms_miss")
+        self.assertEqual(query_saw, [TaskState.DONE.value])
 
     def test_incomplete_skip_is_not_no_quote(self) -> None:
         """主账未出站不能对销售说暂无报价。"""
@@ -469,7 +575,9 @@ class AirTextInquiryTests(unittest.TestCase):
         )
         no2 = self.flow.session_of("u4").work_order_no
         self.assertIn("工单已创建，正在查询TMS报价", "\n".join(self.replies))
-        self.assertIn(f"引用历史工单号{no1}", "\n".join(self.replies))
+        self.assertNotIn("相同询价内容检索", "\n".join(self.replies))
+        self.assertNotIn("引用历史工单号", "\n".join(self.replies))
+        self.assertEqual(self.flow.session_of("u4").history_work_order_no, no1)
         self.assertTrue(no1)
         self.assertTrue(no2)
         self.assertNotEqual(no1, no2)
@@ -562,18 +670,31 @@ class AirTextInquiryTests(unittest.TestCase):
         card = payload["template_card"]
         self.assertEqual(card["card_type"], "text_notice")
         self.assertEqual(card["source"]["desc"], "TMS查价结果")
-        self.assertEqual(card["main_title"]["title"], "WO202606160008暂无报价")
+        self.assertEqual(card["main_title"]["title"], "询价工单 WO202606160008")
-        self.assertNotIn("desc", card["main_title"])
+        self.assertEqual(card["main_title"]["desc"], "TMS 标准价库暂无匹配报价")
-        self.assertEqual(card["sub_title_text"], "TMS标准价库暂无匹配报价，请手动拉新人与智能体到原有群")
+        self.assertEqual(card["sub_title_text"], "需求已解析并创建工单。")
-        self.assertEqual(card["quote_area"]["quote_text"], "请务必在群聊发送工单编号WO202606160008")
+        rows = {x["keyname"]: x["value"] for x in card["horizontal_content_list"]}
-        self.assertNotIn("title", card["quote_area"])
+        self.assertEqual(rows, {
-        self.assertNotIn("horizontal_content_list", card)
+            "工单状态": "询价中",
+            "查价结果": "暂无匹配报价",
+        })
+        self.assertNotIn("来源", rows)
+        self.assertNotIn("button_list", card)
+        self.assertNotIn("quote_area", card)
         self.assertNotIn("card_action", card)
         with_url = copy.tms_miss_wecom_payload(
             work_order_no="WO202606160008",
             action_url="https://example.test",
         )["template_card"]
         self.assertEqual(with_url["card_action"]["url"], "https://example.test")
+        self.assertEqual(
+            copy.tms_miss(work_order_no="WO202606160008"),
+            "询价工单WO202606160008已建立，TMS标准价库暂无匹配报价。",
+        )
+        self.assertEqual(
+            copy.tms_miss_followup(work_order_no="WO202606160008"),
+            "请手动拉相关人员和智能体到原有群，并在群聊发送工单编号WO202606160008",
+        )
 
     def test_quote_card_payload_has_clickable_button(self) -> None:
         payload = copy.tms_hit_wecom_payload(
@@ -623,7 +744,8 @@ class AirTextInquiryTests(unittest.TestCase):
         sub = card["sub_title_text"]
         self.assertIn("时效：3-5 天", sub)
         self.assertIn("报价有效期：2026-09-20", sub)
-        self.assertIn("相同询价内容检索：首次询价", sub)
+        self.assertNotIn("相同询价内容检索", sub)
+        self.assertNotIn("引用历史工单号", sub)
         self.assertNotIn("工单状态", sub)
         self.assertTrue(sub.endswith(copy.collab_hint("WO202609140001")))
         self.assertNotIn("内部协同", json.dumps(card, ensure_ascii=False))
@@ -710,6 +832,67 @@ class AirTextInquiryTests(unittest.TestCase):
         self.assertEqual(copy.canonical_button("adopt_excel:WO202609140001"), copy.BTN_ADOPT_EXCEL)
         self.assertEqual(copy.canonical_button(copy.BTN_ADOPT_EXCEL_CARD), copy.BTN_ADOPT_EXCEL)
 
+    def test_deal_card_matches_followup_layout(self) -> None:
+        quote = {
+            "total": "722.5",
+            "currency": "CNY",
+            "eta": "2天",
+            "eta_date": "2026-08-23",
+            "valid_until": "2026-08-24",
+            "source_label": "TMS 标准报价",
+        }
+        text = copy.deal_card(work_order_no="WO202608210017", quote=quote)
+        self.assertIn("询价工单 WO202608210017", text)
+        self.assertIn("报价单已发送，请跟进成交状态", text)
+        self.assertIn("咨询成交状态：请选择成交 / 未成交 / 协商中(未成交需补充原因)。", text)
+        self.assertIn("总销售价合计：CNY 722.5", text)
+        self.assertIn("时效：2天", text)
+        self.assertNotIn("时效(要求/TMS)", text)
+        self.assertNotIn("- / -", text)
+        self.assertIn("报价有效期：2026-08-24", text)
+        self.assertNotIn("历史报价", text)
+        self.assertNotIn("工单状态", text)
+        self.assertNotIn("来源：", text)
+        self.assertNotIn("总成本价合计", text)
+        payload = copy.deal_wecom_payload(work_order_no="WO202608210017", quote=quote)
+        card = payload["template_card"]
+        self.assertEqual(payload["msgtype"], "template_card")
+        self.assertEqual(card["card_type"], "button_interaction")
+        self.assertEqual(card["source"]["desc"], "TMS标准报价")
+        self.assertEqual(card["main_title"]["title"], "询价工单 WO202608210017")
+        self.assertEqual(card["main_title"]["desc"], "报价单已发送，请跟进成交状态")
+        self.assertEqual(card["sub_title_text"], copy.DEAL_HINT)
+        rows = {x["keyname"]: x["value"] for x in card["horizontal_content_list"]}
+        self.assertEqual(
+            rows,
+            {
+                "总销售价合计": "CNY 722.5",
+                "时效": "2天",
+                "报价有效期": "2026-08-24",
+            },
+        )
+        self.assertNotIn("历史报价", rows)
+        self.assertNotIn("工单状态", rows)
+        self.assertNotIn("来源", rows)
+        self.assertEqual(
+            [x["text"] for x in card["button_list"]],
+            [copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE],
+        )
+        self.assertEqual(card["button_list"][0]["key"], "deal:WO202608210017")
+        self.assertTrue(str(card["task_id"]).startswith("deal-WO202608210017-"))
+        self.assertEqual(
+            copy.work_order_from_card_meta({"event_key": "lost:WO202608210017"}),
+            "WO202608210017",
+        )
+        self.assertEqual(copy.canonical_button("deal:WO202608210017"), copy.BTN_DEAL)
+        self.assertEqual(copy.canonical_button("negotiate:WO202608210017"), copy.BTN_NEGOTIATE)
+        empty_rows = {
+            x["keyname"]: x["value"]
+            for x in copy.deal_horizontal_rows(quote={"total": "-", "valid_until": "-"})
+        }
+        self.assertEqual(empty_rows["时效"], "-")
+        self.assertNotEqual(empty_rows["时效"], "- / -")
+
     def test_same_demand_cites_latest_even_if_closed(self) -> None:
         ledger = MemoryLedger()
         flow = AirTextInquiryFlow(ledger)
@@ -745,7 +928,9 @@ class AirTextInquiryTests(unittest.TestCase):
         wo2 = flow.session_of("hist-b").work_order_no
         self.assertTrue(wo2)
         self.assertNotEqual(wo2, wo1)
-        self.assertIn(f"引用历史工单号{wo1}", "\n".join(replies_b))
+        self.assertEqual(flow.session_of("hist-b").history_work_order_no, wo1)
+        self.assertNotIn("相同询价内容检索", "\n".join(replies_b))
+        self.assertNotIn("引用历史工单号", "\n".join(replies_b))
         replies_c: list[str] = []
 
         def _keep_c(text: str, extra=None) -> None:
@@ -761,8 +946,10 @@ class AirTextInquiryTests(unittest.TestCase):
         )
         wo3 = flow.session_of("hist-c").work_order_no
         self.assertNotEqual(wo3, wo2)
-        self.assertIn(f"引用历史工单号{wo2}", "\n".join(replies_c))
+        self.assertEqual(flow.session_of("hist-c").history_work_order_no, wo2)
-        self.assertNotIn(f"引用历史工单号{wo1}", "\n".join(replies_c))
+        self.assertNotEqual(flow.session_of("hist-c").history_work_order_no, wo1)
+        self.assertNotIn("相同询价内容检索", "\n".join(replies_c))
+        self.assertNotIn("引用历史工单号", "\n".join(replies_c))
 
     def test_card_event_key_matches_skip_button(self) -> None:
         from agent.channel.wecom.parse import parse_plain_xml
@@ -990,6 +1177,138 @@ class AirTextInquiryTests(unittest.TestCase):
         self.assertEqual(ledger.last_render.get("matchType"), "default")
         self.assertEqual(ledger.last_render.get("templateName"), "默认空运")
 
+    def test_pdf_queue_does_not_emit_deal_before_file(self) -> None:
+        """PDF 还在 LibreOffice 队列时，不能先出成交跟进卡。"""
+        ledger = MemoryLedger()
+        ledger.set_quote_templates(
+            [{"templateId": "d1", "name": "默认空运", "bizType": "空运", "isDefault": True}]
+        )
+        orig = ledger.render_quote
 
-if __name__ == "__main__":
+        def _render(**kwargs):
-    unittest.main()
+            out = orig(**kwargs)
+            out["needsPdf"] = True
+            return out
+
+        ledger.render_quote = _render  # type: ignore[method-assign]
+        flow = AirTextInquiryFlow(ledger)
+        replies: list[str] = []
+        flow.on_text(
+            sender_id="u-pdf-q",
+            text="空运",
+            reply=lambda t, extra=None: replies.append(t),
+            injected_facts=COMPLETE_AIR,
+            injected_mode="AIR",
+        )
+        flow.on_button(
+            sender_id="u-pdf-q",
+            action=copy.BTN_SKIP_COLLAB,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        flow._enqueue_quote_pdf = lambda *a, **k: True  # type: ignore[method-assign]
+        phase = flow.on_button(
+            sender_id="u-pdf-q",
+            action=copy.BTN_ADOPT_PDF,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "wait_file")
+        self.assertNotIn("咨询成交状态", "\n".join(replies))
+        self.assertEqual(flow.session_of("u-pdf-q").phase, "wait_file")
+        again: list[str] = []
+        replay = flow._replay_wait(flow.session_of("u-pdf-q"), lambda t, extra=None: again.append(t), source="test")
+        self.assertEqual(replay, "wait_file")
+        self.assertIn("请稍候", "\n".join(again))
+        self.assertNotIn("咨询成交状态", "\n".join(again))
+
+    def test_worker_file_ready_unblocks_http_wait_file(self) -> None:
+        """Worker 出完文件后 HTTP 进程必须能切到成交跟进，不能一直请稍候。"""
+        ledger = MemoryLedger()
+        ledger.set_quote_templates(
+            [{"templateId": "d1", "name": "默认空运", "bizType": "空运", "isDefault": True}]
+        )
+        orig = ledger.render_quote
+
+        def _render(**kwargs):
+            out = orig(**kwargs)
+            out["needsPdf"] = True
+            return out
+
+        ledger.render_quote = _render  # type: ignore[method-assign]
+        http = AirTextInquiryFlow(ledger)
+        replies: list[str] = []
+        http.on_text(
+            sender_id="u-pdf-x",
+            text="空运",
+            reply=lambda t, extra=None: replies.append(t),
+            injected_facts=COMPLETE_AIR,
+            injected_mode="AIR",
+        )
+        http.on_button(
+            sender_id="u-pdf-x",
+            action=copy.BTN_SKIP_COLLAB,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        http._enqueue_quote_pdf = lambda *a, **k: True  # type: ignore[method-assign]
+        http.on_button(
+            sender_id="u-pdf-x",
+            action=copy.BTN_ADOPT_PDF,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(http.session_of("u-pdf-x").phase, "wait_file")
+        wo = http.session_of("u-pdf-x").work_order_no
+        worker = AirTextInquiryFlow(ledger)
+        worker.mark_wait_deal("u-pdf-x", wo)
+        again: list[str] = []
+        replay = http._replay_wait(
+            http.session_of("u-pdf-x"),
+            lambda t, extra=None: again.append(t),
+            source="test",
+        )
+        self.assertEqual(replay, "wait_deal")
+        self.assertIn("咨询成交状态", "\n".join(again))
+        self.assertEqual(http.session_of("u-pdf-x").phase, "wait_deal")
+
+    def test_deal_click_works_while_http_still_wait_file(self) -> None:
+        """成交卡已发出时，点成交不能因为书签还停在 wait_file 就没反应。"""
+        ledger = MemoryLedger()
+        ledger.set_quote_templates(
+            [{"templateId": "d1", "name": "默认空运", "bizType": "空运", "isDefault": True}]
+        )
+        orig = ledger.render_quote
+
+        def _render(**kwargs):
+            out = orig(**kwargs)
+            out["needsPdf"] = True
+            return out
+
+        ledger.render_quote = _render  # type: ignore[method-assign]
+        flow = AirTextInquiryFlow(ledger)
+        flow.on_text(
+            sender_id="u-pdf-d",
+            text="空运",
+            reply=lambda t, extra=None: None,
+            injected_facts=COMPLETE_AIR,
+            injected_mode="AIR",
+        )
+        flow.on_button(
+            sender_id="u-pdf-d",
+            action=copy.BTN_SKIP_COLLAB,
+            reply=lambda t, extra=None: None,
+        )
+        flow._enqueue_quote_pdf = lambda *a, **k: True  # type: ignore[method-assign]
+        flow.on_button(
+            sender_id="u-pdf-d",
+            action=copy.BTN_ADOPT_PDF,
+            reply=lambda t, extra=None: None,
+        )
+        self.assertEqual(flow.session_of("u-pdf-d").phase, "wait_file")
+        extras: list[dict] = []
+        phase = flow.on_button(
+            sender_id="u-pdf-d",
+            action=copy.BTN_DEAL,
+            reply=lambda t, extra=None: extras.append(dict(extra or {})),
+            card_meta={"response_code": "rc-stuck-deal"},
+        )
+        self.assertEqual(phase, "done")
+        self.assertEqual(flow.session_of("u-pdf-d").phase, "done")
+        self.assertTrue(any(x.get("msgtype") == "update_template_card" for x in extras))

inquiry-agent/tests/test_copy_ticket_h5.py

@@ -0,0 +1,55 @@
+"""
+复制工单号页：token 不带工单号，打开页能看到工单号，过期给 410。
+"""
+
+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)
+
+os.environ.setdefault("YTD_ENV", "test")
+os.environ.setdefault("REDIS_BACKEND", "memory")
+os.environ.setdefault("CHECKPOINT_BACKEND", "memory")
+os.environ.setdefault("MESSAGE_STORE_BACKEND", "memory")
+os.environ.setdefault("LEDGER_BACKEND", "memory")
+
+from fastapi import FastAPI
+from fastapi.testclient import TestClient
+
+from agent.channel.h5 import router as h5_router
+from agent.channel.h5.copy_page import render_copy_page
+from agent.channel.h5.copy_store import build_copy_ticket_url, lookup_copy_token
+
+
+class CopyTicketH5Tests(unittest.TestCase):
+    def test_token_roundtrip_and_page(self) -> None:
+        url = build_copy_ticket_url("WO202609150001")
+        self.assertIn("/inquiry-form/copy/", url)
+        token = url.rstrip("/").rsplit("/", 1)[-1]
+        self.assertEqual(lookup_copy_token(token), "WO202609150001")
+        self.assertNotIn("WO202609150001", token)
+        html = render_copy_page("WO202609150001")
+        self.assertIn("WO202609150001", html)
+        self.assertIn("setClipboardData", html)
+
+    def test_http_copy_page(self) -> None:
+        url = build_copy_ticket_url("WO202609150002")
+        token = url.rstrip("/").rsplit("/", 1)[-1]
+        app = FastAPI()
+        app.include_router(h5_router)
+        client = TestClient(app)
+        hit = client.get(f"/inquiry-form/copy/{token}")
+        self.assertEqual(hit.status_code, 200)
+        self.assertIn("WO202609150002", hit.text)
+        miss = client.get("/inquiry-form/copy/not-a-real-token")
+        self.assertEqual(miss.status_code, 410)
+        self.assertIn("过期", miss.text)
+
+
+if __name__ == "__main__":
+    unittest.main()

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/controller/InquiryStaffRoleController.java

@@ -114,7 +114,25 @@ public class InquiryStaffRoleController extends JeecgController<InquiryStaffRole
         }
         normalize(body);
         body.setUpdateTime(new Date());
-        staffRoleService.updateById(body);
+        // 销售岗位需把 is_leader 写成 NULL；updateById 默认跳过 null，故用 UpdateWrapper
+        if ("sales".equals(body.getRoleCode())) {
+            staffRoleService.lambdaUpdate()
+                    .eq(InquiryStaffRole::getId, body.getId())
+                    .set(InquiryStaffRole::getName, body.getName())
+                    .set(InquiryStaffRole::getWecomId, body.getWecomId())
+                    .set(InquiryStaffRole::getMobile, body.getMobile())
+                    .set(InquiryStaffRole::getDepartName, body.getDepartName())
+                    .set(InquiryStaffRole::getRoleCode, body.getRoleCode())
+                    .set(InquiryStaffRole::getRoleLabel, body.getRoleLabel())
+                    .set(InquiryStaffRole::getRoutes, "")
+                    .set(InquiryStaffRole::getIsLeader, null)
+                    .set(InquiryStaffRole::getNotifyEventException, body.getNotifyEventException())
+                    .set(InquiryStaffRole::getStatus, body.getStatus())
+                    .set(InquiryStaffRole::getUpdateTime, body.getUpdateTime())
+                    .update();
+        } else {
+            staffRoleService.updateById(body);
+        }
         return Result.OK("更新成功");
     }
 
@@ -214,5 +232,18 @@ public class InquiryStaffRoleController extends JeecgController<InquiryStaffRole
         if (body.getNotifyEventException() == null) {
             body.setNotifyEventException(0);
         }
+        // 销售无负责人/线路；产品与航线须维护（与旧项目 admin-staff 一致）
+        String role = body.getRoleCode();
+        if ("sales".equals(role)) {
+            body.setIsLeader(null);
+            body.setRoutes("");
+        } else if ("air".equals(role) || "sea".equals(role) || "land".equals(role)) {
+            if (body.getIsLeader() == null) {
+                throw new IllegalArgumentException("请选择是否负责人");
+            }
+            if (StringUtils.isBlank(body.getRoutes())) {
+                throw new IllegalArgumentException("请选择负责线路");
+            }
+        }
     }
 }

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/entity/InquiryStaffRole.java

@@ -50,9 +50,18 @@ public class InquiryStaffRole implements Serializable {
     @ApiModelProperty("角色展示名")
     private String roleLabel;
 
-    @ApiModelProperty("负责线路")
+    @ApiModelProperty("负责线路（逗号分隔；销售可空）")
     private String routes;
 
+    /**
+     * 是否线路/产品负责人。
+     * <p>
+     * 仅航线·空运 / 产品·海运 / 产品·陆运有意义：1=是、0=否；销售岗位为 null。
+     * 成交/未成交等通知可按线路找负责人（后台维护，智能体后续读取）。
+     */
+    @ApiModelProperty("是否负责人 1是0否，销售为空")
+    private Integer isLeader;
+
     @ApiModelProperty("是否接收事件异常提醒 0/1")
     private Integer notifyEventException;
 

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/template/QuoteTemplateExcelSupport.java

@@ -191,6 +191,11 @@ public final class QuoteTemplateExcelSupport {
             writeFeeRows(wb, mapping, facts, yellow);
             // 后台常未配 fee_rows：按「空运费」等名称写入金额列，SUM 才能加算
             writeFeeAmountsByName(wb, facts, yellow);
+            // 模板「预估总价」是 SUM。POI 写完数字不会重算，缓存仍是 0。
+            // 企微/WPS 预览常不重算，销售会看到汇总为 0。这里把公式缓存刷成当前值。
+            refreshFormulas(wb);
+            // 转 PDF 前把纸张改成 A4 居中，避免顶部裁字、整页偏左。
+            applyQuotePrintLayout(wb);
             Files.createDirectories(targetXlsx.getParent());
             try (OutputStream out = Files.newOutputStream(targetXlsx)) {
                 wb.write(out);
@@ -252,7 +257,62 @@ public final class QuoteTemplateExcelSupport {
         if (cell == null) {
             cell = row.createCell(col);
         }
-        cell.setCellValue(value == null ? "" : value);
+        writeNumericOrText(cell, value);
+    }
+
+    /**
+     * 金额/数量/单价写成数字，SUM 才能加算；名称等仍写文本。
+     */
+    private static void writeNumericOrText(Cell cell, String value) {
+        if (value == null) {
+            cell.setCellValue("");
+            return;
+        }
+        String norm = stripMoneyPrefix(value);
+        if (StringUtils.isBlank(norm) || "-".equals(norm)) {
+            cell.setCellValue(value);
+            return;
+        }
+        try {
+            cell.setCellValue(Double.parseDouble(norm));
+        } catch (NumberFormatException e) {
+            cell.setCellValue(value);
+        }
+    }
+
+    /**
+     * 回填后重算公式，把 SUM 等缓存从 0 刷成真实合计。
+     * 失败不抛：出单仍要发出，只记日志。
+     */
+    static void refreshFormulas(Workbook wb) {
+        if (wb == null) {
+            return;
+        }
+        FormulaEvaluator ev = wb.getCreationHelper().createFormulaEvaluator();
+        for (int s = 0; s < wb.getNumberOfSheets(); s++) {
+            Sheet sheet = wb.getSheetAt(s);
+            if (sheet == null) {
+                continue;
+            }
+            for (Row row : sheet) {
+                if (row == null) {
+                    continue;
+                }
+                for (Cell cell : row) {
+                    if (cell == null || cell.getCellType() != CellType.FORMULA) {
+                        continue;
+                    }
+                    try {
+                        ev.evaluateFormulaCell(cell);
+                    } catch (Exception e) {
+                        log.warn("报价公式未重算 {}!{}: {}",
+                                sheet.getSheetName(),
+                                new CellReference(cell).formatAsString(),
+                                e.getMessage());
+                    }
+                }
+            }
+        }
     }
 
     private static void clearCell(Workbook wb, String cellRef) {
@@ -493,6 +553,23 @@ public final class QuoteTemplateExcelSupport {
         return fuzzy;
     }
 
+    /**
+     * 费用明细表头原字，回填系统字段时不得覆盖。
+     */
+    static boolean isFeeTableHeader(String text) {
+        if (StringUtils.isBlank(text)) {
+            return false;
+        }
+        String t = text.trim();
+        return "项目".equals(t) || "费用名称".equals(t) || "费用名".equals(t)
+                || "单位".equals(t) || "單位".equals(t)
+                || "币别".equals(t) || "币種".equals(t) || "币种".equals(t)
+                || "单价".equals(t) || "單價".equals(t)
+                || "数量".equals(t) || "數量".equals(t)
+                || "金额".equals(t) || "金額".equals(t)
+                || "备注".equals(t) || "備註".equals(t);
+    }
+
     private static String readCellText(Cell cell) {
         if (cell == null) {
             return "";
@@ -585,6 +662,10 @@ public final class QuoteTemplateExcelSupport {
         String text = value == null ? "" : value;
         // 标签格「报价编号：」只换冒号后的值，避免整格被工单号顶掉看起来像残缺
         String existing = readCellText(cell);
+        // 「币别」右侧常被误映到「单价」表头，不能把 CNY 盖掉单价二字
+        if (isFeeTableHeader(existing)) {
+            return;
+        }
         int colon = Math.max(existing.indexOf('：'), existing.indexOf(':'));
         if (colon >= 0 && colon == existing.length() - 1) {
             text = existing + text;
@@ -599,13 +680,78 @@ public final class QuoteTemplateExcelSupport {
             copy.setDataFormat(wb.createDataFormat().getFormat("@"));
             cell.setCellStyle(copy);
         }
-        // 工单号、日期略加宽，避免列太窄只露出半截
+        // 不再临时加宽列：会把打印缩放打乱，转 PDF 后整页偏左。
-        if (dest[1] >= 0 && dest[1] < 20 && text.length() >= 8) {
+    }
-            org.apache.poi.ss.usermodel.Sheet sh = sheet;
+
-            int col = dest[1];
+    /**
-            double width = sh.getColumnWidth(col) / 256.0;
+     * 报价单打印版心：A4、水平居中、按页宽缩放。
-            if (width > 0 && width < text.length() + 2) {
+     * <p>
-                sh.setColumnWidth(col, (int) Math.min(40, text.length() + 4) * 256);
+     * 空运模板常是 62% 缩放且不居中。LibreOffice 按这个出 PDF，
+     * 公司名会被裁掉上半截，正文整页靠左。出单时统一改过来。
+     * 只改打印属性，不改单元格里的业务数字。
+     */
+    static void applyQuotePrintLayout(Workbook wb) {
+        if (wb == null) {
+            return;
+        }
+        for (int s = 0; s < wb.getNumberOfSheets(); s++) {
+            Sheet sheet = wb.getSheetAt(s);
+            if (sheet == null) {
+                continue;
+            }
+            sheet.setMargin(Sheet.LeftMargin, 0.5);
+            sheet.setMargin(Sheet.RightMargin, 0.5);
+            // 上边距适中：太小企微会裁公司名，太大纸顶空一截
+            sheet.setMargin(Sheet.TopMargin, 0.75);
+            sheet.setMargin(Sheet.BottomMargin, 0.6);
+            sheet.setMargin(Sheet.HeaderMargin, 0.1);
+            sheet.setMargin(Sheet.FooterMargin, 0.2);
+            sheet.setHorizontallyCenter(true);
+            sheet.setVerticallyCenter(false);
+            sheet.setAutobreaks(true);
+            sheet.setFitToPage(true);
+            PrintSetup ps = sheet.getPrintSetup();
+            ps.setPaperSize(PrintSetup.A4_PAPERSIZE);
+            ps.setLandscape(false);
+            ps.setFitWidth((short) 1);
+            ps.setFitHeight((short) 0);
+            ensureHeaderRowHeight(sheet);
+        }
+    }
+
+    /**
+     * 抬头合并格（公司中英文）行高太矮时加高。
+     * 现网空运模板 A1:H2 合计只有 42 磅，两行字会裁顶。
+     */
+    static void ensureHeaderRowHeight(Sheet sheet) {
+        if (sheet == null) {
+            return;
+        }
+        for (int i = 0; i < sheet.getNumMergedRegions(); i++) {
+            org.apache.poi.ss.util.CellRangeAddress range = sheet.getMergedRegion(i);
+            if (range.getFirstRow() != 0 || range.getLastRow() < 1) {
+                continue;
+            }
+            Row first = sheet.getRow(range.getFirstRow());
+            Cell cell = first == null ? null : first.getCell(range.getFirstColumn());
+            String text = readCellText(cell);
+            if (!text.contains("公司") && text.toLowerCase().indexOf("company") < 0) {
+                continue;
+            }
+            // 模板末尾常带空行，字会被顶到合并格上沿，转 PDF 再被裁一刀
+            if (cell != null && StringUtils.isNotBlank(text)) {
+                cell.setCellValue(text.replaceAll("[\\r\\n]+$", ""));
+            }
+            int rows = range.getLastRow() - range.getFirstRow() + 1;
+            float each = Math.max(32f, 64f / rows);
+            for (int r = range.getFirstRow(); r <= range.getLastRow(); r++) {
+                Row row = sheet.getRow(r);
+                if (row == null) {
+                    row = sheet.createRow(r);
+                }
+                if (row.getHeightInPoints() < each) {
+                    row.setHeightInPoints(each);
+                }
             }
         }
     }

inquiry-api/jeecg-module-inquiry/src/test/java/org/jeecg/modules/inquiry/template/QuoteTemplateFillTest.java

@@ -2,6 +2,8 @@ package org.jeecg.modules.inquiry.template;
 
 import com.alibaba.fastjson.JSONArray;
 import com.alibaba.fastjson.JSONObject;
+import org.apache.poi.ss.usermodel.PrintSetup;
+import org.apache.poi.ss.usermodel.Row;
 import org.apache.poi.ss.usermodel.Sheet;
 import org.apache.poi.ss.usermodel.Workbook;
 import org.apache.poi.xssf.usermodel.XSSFWorkbook;
@@ -12,6 +14,8 @@ import java.nio.file.Path;
 import java.util.HashMap;
 import java.util.Map;
 
+import org.apache.poi.ss.usermodel.CellType;
+
 import static org.junit.jupiter.api.Assertions.assertEquals;
 import static org.junit.jupiter.api.Assertions.assertTrue;
 
@@ -153,4 +157,91 @@ public class QuoteTemplateFillTest {
             Files.deleteIfExists(out);
         }
     }
+
+    /**
+     * 空运模板「预估总价」是 SUM。回填后必须把公式缓存刷成合计，
+     * 否则企微/WPS 预览仍显示模板里的 0。
+     */
+    @Test
+    public void refreshSumCacheAfterWritingFeeAmount() throws Exception {
+        Path src = Files.createTempFile("quote-sum-src", ".xlsx");
+        Path out = Files.createTempFile("quote-sum-out", ".xlsx");
+        try (Workbook wb = new XSSFWorkbook()) {
+            Sheet sheet = wb.createSheet("Sheet2");
+            org.apache.poi.ss.usermodel.Row head = sheet.createRow(15);
+            head.createCell(1).setCellValue("费用名称");
+            head.createCell(2).setCellValue("单位");
+            head.createCell(3).setCellValue("币别");
+            head.createCell(4).setCellValue("单价");
+            head.createCell(5).setCellValue("数量");
+            head.createCell(6).setCellValue("金额");
+            head.createCell(7).setCellValue("备注");
+            sheet.createRow(16).createCell(1).setCellValue("空运费");
+            org.apache.poi.ss.usermodel.Row total = sheet.createRow(22);
+            total.createCell(0).setCellValue("预估总价");
+            total.createCell(6).setCellFormula("SUM(G17:G22)");
+            try (java.io.OutputStream os = Files.newOutputStream(src)) {
+                wb.write(os);
+            }
+        }
+        JSONObject mapping = new JSONObject();
+        JSONObject fields = new JSONObject();
+        // 测服空运模板常把「币别」右侧误映到单价表头，回填时不能盖掉「单价」
+        fields.put("currency", "Sheet2!E16");
+        mapping.put("fields", fields);
+        JSONObject facts = new JSONObject(true);
+        facts.put("currency", "CNY");
+        facts.put("total_amount", "14669.60");
+        facts.put("fee_rows", QuoteTemplateExcelSupport.parseFeeRows(
+                "[{\"name\":\"空运费\",\"amount\":\"14669.60\",\"currency\":\"CNY\","
+                        + "\"unit\":\"KG\",\"quantity\":\"1333.6\",\"unit_price\":\"11.0\"}]"));
+        QuoteTemplateExcelSupport.fillWorkbook(src, out, mapping, facts);
+        try (Workbook formulas = new XSSFWorkbook(Files.newInputStream(out))) {
+            org.apache.poi.ss.usermodel.Cell sum = formulas.getSheetAt(0).getRow(22).getCell(6);
+            assertEquals(CellType.FORMULA, sum.getCellType());
+            assertEquals("SUM(G17:G22)", sum.getCellFormula());
+            // 公式格的数字缓存 = 企微预览看到的值；没刷缓存会是 0
+            assertEquals(14669.60, sum.getNumericCellValue(), 0.01);
+            assertEquals("单价", formulas.getSheetAt(0).getRow(15).getCell(4).getStringCellValue());
+        } finally {
+            Files.deleteIfExists(src);
+            Files.deleteIfExists(out);
+        }
+    }
+
+    /**
+     * 出单后必须 A4 水平居中，抬头行高够放下中英文公司名。
+     * 否则转 PDF 会顶部裁字、整页偏左。
+     */
+    @Test
+    public void applyPrintLayoutCentersA4AndRaisesHeader() throws Exception {
+        Path src = Files.createTempFile("quote-layout-src", ".xlsx");
+        Path out = Files.createTempFile("quote-layout-out", ".xlsx");
+        try (Workbook wb = new XSSFWorkbook()) {
+            Sheet sheet = wb.createSheet("Sheet2");
+            sheet.setHorizontallyCenter(false);
+            sheet.getPrintSetup().setScale((short) 62);
+            sheet.addMergedRegion(new org.apache.poi.ss.util.CellRangeAddress(0, 1, 0, 7));
+            Row r0 = sheet.createRow(0);
+            r0.setHeightInPoints(21f);
+            r0.createCell(0).setCellValue("深圳市友通达国际货运代理有限公司\nShenzhen Youtongda International Freight Forwarding Co.LTD");
+            sheet.createRow(1).setHeightInPoints(21f);
+            try (java.io.OutputStream os = Files.newOutputStream(src)) {
+                wb.write(os);
+            }
+        }
+        QuoteTemplateExcelSupport.fillWorkbook(src, out, new JSONObject(), new JSONObject());
+        try (Workbook filled = new XSSFWorkbook(Files.newInputStream(out))) {
+            Sheet sheet = filled.getSheetAt(0);
+            assertTrue(sheet.getHorizontallyCenter());
+            assertEquals(PrintSetup.A4_PAPERSIZE, sheet.getPrintSetup().getPaperSize());
+            assertEquals(1, sheet.getPrintSetup().getFitWidth());
+            assertEquals(0.75, sheet.getMargin(Sheet.TopMargin), 0.01);
+            assertTrue(sheet.getRow(0).getHeightInPoints() >= 32f);
+            assertTrue(sheet.getRow(1).getHeightInPoints() >= 32f);
+        } finally {
+            Files.deleteIfExists(src);
+            Files.deleteIfExists(out);
+        }
+    }
 }

inquiry-backend/src/views/inquiry/botReply/replyCategories.ts

@@ -1,6 +1,6 @@
 /**
- * 机器人回复语分类元数据（版式用，非演示业务数据）。
+ * 机器人回复语分类元数据（版式用）。
- * 条目内容一律来自主账 /inquiry/botReply。
+ * 标题/说明与原型 admin-bot-replies.html 一致；条目来自主账。
  */
 
 export type ReplyItem = {
@@ -53,25 +53,25 @@ export const REPLY_CATEGORY_META: Omit<ReplyCategory, "items">[] = [
   {
     id: "closed",
     title: "已关闭",
-    desc: "工单因超时、重复、误建等原因关闭。",
+    desc: "工单长期无有效推进，由系统自动关闭或人工手动关闭，不等同于客户明确拒绝。",
     tagClass: "tag-rose",
   },
   {
     id: "event-ex",
     title: "事件异常",
-    desc: "销售/产品/航线响应超时等业务事件异常提示。",
+    desc: "业务流程中参与方响应超时等业务侧异常，写入工单「事件异常」字段，需人工跟进。",
     tagClass: "tag-amber",
   },
   {
     id: "sys-ex",
     title: "系统异常",
-    desc: "大模型、TMS、建群等系统失败话术。",
+    desc: "大模型、TMS、企微建群等系统侧调用失败，写入工单「系统异常」字段。",
     tagClass: "tag-rose",
   },
   {
     id: "transfer",
     title: "转人工",
-    desc: "关键词/无价/解析失败等场景转人工话术。",
+    desc: "AI 无法独立完成询价时，引导销售确认是否拉内部航线/产品进群协同。",
     tagClass: "tag-violet",
   },
 ];

inquiry-backend/src/views/inquiry/dashboard/index.vue

@@ -21,16 +21,13 @@ const COST_PLOT_TOP = 36;
 const COST_PLOT_BOTTOM = 186;
 
 const now = new Date();
-const isoDay = now.toISOString().slice(0, 10);
+/** 用本地日期，避免 toISOString 因时区偏到前一天 */
-const dateDisplay = ref(`${isoDay}——${isoDay}`);
+const pad2 = (n: number) => String(n).padStart(2, "0");
-const dateFrom = ref(isoDay);
+const isoDay = `${now.getFullYear()}-${pad2(now.getMonth() + 1)}-${pad2(now.getDate())}`;
+/** 默认：当月 1 号 → 今天（不是当天到当天） */
+const isoMonthStart = `${now.getFullYear()}-${pad2(now.getMonth() + 1)}-01`;
+const dateFrom = ref(isoMonthStart);
 const dateTo = ref(isoDay);
-const dateFromMonth = ref(isoDay.slice(0, 7));
-const dateToMonth = ref(isoDay.slice(0, 7));
-const dateFromYear = ref(isoDay.slice(0, 4));
-const dateToYear = ref(isoDay.slice(0, 4));
-const pickerOpen = ref(false);
-const pickerMode = ref<"day" | "month" | "year">("day");
 const updatedTime = ref("00：00");
 const routeFilterOpen = ref(false);
 const selectedRoutes = ref<string[]>([]);
@@ -60,18 +57,34 @@ const INQUIRY_PLOT_TOP = 36;
 const INQUIRY_PLOT_BOTTOM = 188;
 
 function resolveRange(): string {
-  if (pickerMode.value === "day") {
+  const from = new Date(dateFrom.value);
-    const from = new Date(dateFrom.value);
+  const to = new Date(dateTo.value);
-    const to = new Date(dateTo.value);
+  const days = Math.max(0, Math.round((to.getTime() - from.getTime()) / 86400000));
-    const days = Math.max(0, Math.round((to.getTime() - from.getTime()) / 86400000));
+  if (days <= 0) return "today";
-    if (days <= 0) return "today";
+  if (days <= 6) return "7d";
-    if (days <= 6) return "7d";
-    return "30d";
-  }
-  if (pickerMode.value === "month") return "30d";
   return "30d";
 }
 
+/**
+ * 顶栏日期：与工单列表同一套 a-range-picker（双月历点选起止）。
+ * 不再并排放「按日/月/年」切换，避免顶栏挤换行显得乱。
+ */
+const dateRange = computed({
+  get(): [string, string] | undefined {
+    if (!dateFrom.value && !dateTo.value) return undefined;
+    return [dateFrom.value || "", dateTo.value || ""];
+  },
+  set(v: [string, string] | null | undefined) {
+    dateFrom.value = v?.[0] ? String(v[0]) : isoMonthStart;
+    dateTo.value = v?.[1] ? String(v[1]) : isoDay;
+  },
+});
+
+/** 选完起止日后立刻刷新看板 */
+function onDateRangeChange() {
+  loadMetrics();
+}
+
 async function loadMetrics() {
   loading.value = true;
   try {
@@ -240,14 +253,6 @@ const costXs = computed(() => {
   return costDates.value.map((_, i) => (n === 1 ? 380 : 36 + (654 / (n - 1)) * i));
 });
 
-function applyDateRange() {
-  if (pickerMode.value === "day") dateDisplay.value = `${dateFrom.value}——${dateTo.value}`;
-  else if (pickerMode.value === "month") dateDisplay.value = `${dateFromMonth.value}——${dateToMonth.value}`;
-  else dateDisplay.value = `${dateFromYear.value}——${dateToYear.value}`;
-  pickerOpen.value = false;
-  loadMetrics();
-}
-
 function refreshData() {
   loadMetrics().then(() => message.success("数据已更新"));
 }
@@ -334,7 +339,6 @@ function exportRanking() {
 
 function onDocClick(e: MouseEvent) {
   const t = e.target as HTMLElement;
-  if (!t.closest(".month-range-picker")) pickerOpen.value = false;
   if (!t.closest(".ref-route-filter")) routeFilterOpen.value = false;
 }
 
@@ -353,33 +357,21 @@ onUnmounted(() => document.removeEventListener("click", onDocClick));
   <!-- defer：等布局挂好 #page-topbar-actions 再传送，避免顶栏工具丢失 -->
   <Teleport defer to="#page-topbar-actions">
     <div class="dash-topbar-tools">
-      <div class="month-range-picker" @click.stop>
+      <div class="toolbar-date-range dash-toolbar-date" title="选择统计起止日期">
-        <div class="month-range-input" @click="pickerOpen = !pickerOpen">
+        <a-range-picker
-          <span>{{ dateDisplay }}</span>
+          v-model:value="dateRange"
-          <ProtoIcon name="calendar" :size="14" style="color: #94a3b8" />
+          class="toolbar-range-picker dash-range-picker"
-        </div>
+          value-format="YYYY-MM-DD"
-        <div v-show="pickerOpen" class="month-range-dropdown dash-picker-dropdown">
+          separator="至"
-          <div class="month-range-tabs">
+          :placeholder="['开始日期', '结束日期']"
-            <button type="button" class="month-range-tab" :class="{ 'is-active': pickerMode === 'day' }" @click="pickerMode = 'day'">按日</button>
+          :allow-clear="false"
-            <button type="button" class="month-range-tab" :class="{ 'is-active': pickerMode === 'month' }" @click="pickerMode = 'month'">按月</button>
+          :input-read-only="true"
-            <button type="button" class="month-range-tab" :class="{ 'is-active': pickerMode === 'year' }" @click="pickerMode = 'year'">按年</button>
+          @change="onDateRangeChange"
-          </div>
+        >
-          <div class="dash-picker-body">
+          <template #suffixIcon>
-            <template v-if="pickerMode === 'day'">
+            <ProtoIcon name="calendar" :size="14" />
-              <input v-model="dateFrom" type="date" class="dash-picker-input" />
+          </template>
-              <input v-model="dateTo" type="date" class="dash-picker-input" />
+        </a-range-picker>
-            </template>
-            <template v-else-if="pickerMode === 'month'">
-              <input v-model="dateFromMonth" type="month" class="dash-picker-input" />
-              <input v-model="dateToMonth" type="month" class="dash-picker-input" />
-            </template>
-            <template v-else>
-              <input v-model="dateFromYear" type="number" min="2020" max="2035" class="dash-picker-input" placeholder="起始年" />
-              <input v-model="dateToYear" type="number" min="2020" max="2035" class="dash-picker-input" placeholder="结束年" />
-            </template>
-            <button type="button" class="btn btn-primary" style="width: 100%; min-height: 32px; height: 32px" @click="applyDateRange">确定</button>
-          </div>
-        </div>
       </div>
       <div class="dashboard-data-note" aria-live="polite">
         <span class="dashboard-data-note__icon"><ProtoIcon name="clock" :size="13" /></span>
@@ -634,38 +626,30 @@ onUnmounted(() => document.removeEventListener("click", onDocClick));
 <style scoped>
 .dash-topbar-tools {
   display: flex;
-  flex-wrap: wrap;
+  flex-wrap: nowrap;
   align-items: center;
   gap: 8px;
 }
 
-.dash-picker-dropdown {
+.dash-toolbar-date {
-  position: absolute;
+  height: 34px;
-  right: 0;
+  flex-shrink: 0;
-  top: calc(100% + 8px);
-  width: 300px;
-  z-index: 80;
 }
 
-.dash-picker-body {
+.dash-toolbar-date :deep(.ant-picker) {
-  display: grid;
+  height: 34px !important;
-  gap: 8px;
+  min-height: 34px !important;
-  padding-top: 4px;
+  width: 260px !important;
-}
-
-.dash-picker-input {
-  width: 100%;
-  height: 32px;
-  padding: 0 10px;
-  border: 1px solid #dfe5ee;
-  border-radius: 7px;
-  font-size: 11px;
-  font-weight: 700;
 }
 
 .dash-refresh-btn {
   height: 34px;
   min-height: 34px;
+  flex-shrink: 0;
+}
+
+.dashboard-data-note {
+  flex-shrink: 0;
 }
 
 .dash-chart-title {

inquiry-backend/src/views/inquiry/mock/botReplies.ts

@@ -1,5 +1,6 @@
 /**
- * 机器人回复语：九分类对齐原型 admin-bot-replies.html（条目精简但仍覆盖各类）。
+ * 机器人回复语：完整照搬原型 admin-bot-replies.html（V1.0.24）。
+ * 共 9 类 37 条；与 deploy/sql/inquiry_bot_reply_proto_seed_v1.sql 同源。
  */
 
 export type ReplyItem = {
@@ -44,8 +45,26 @@ export const mockReplyCategories: ReplyCategory[] = [
       },
       {
         id: "r4",
+        trigger: "AI 解析失败 → 要求补充参数",
+        text: "未能完全理解需求，请补充或确认：起运地？目的地？件数？毛重？体积？如有品名和时效要求，也请一并补充。",
+        enabled: true,
+      },
+      {
+        id: "r5",
         trigger: "TMS 命中标准价 → 询问是否内部协同",
-        text: "TMS 标准报价合计 {{system_quote}}，预计时效 {{eta}}。是否需要咨询内部人员，或直接生成报价单？",
+        text: "TMS 标准报价合计 {{system_quote}}，预计时效 {{eta}}。价格明细：空运价、操作费、文件费、报关费、提货费、目的地杂费、其他附加费。{{history_hint}}是否需要咨询内部{{internal_role_label}}人员，或直接生成报价单？",
+        enabled: true,
+      },
+      {
+        id: "r6",
+        trigger: "销售确认创建内部协同群",
+        text: "正在创建内部协同群「{{group_name}}」，并拉入销售 {{sales_name}}、{{internal_staff}} 及询价机器人。工单 {{ticket_no}} 保持「询价中」，等待内部反馈。",
+        enabled: true,
+      },
+      {
+        id: "r7",
+        trigger: "内部人员回复手工报价",
+        text: "收到 {{staff_name}}（{{staff_role}}）的手工报价，已结构化处理。报价 {{manual_quote}}，附件 {{quote_attachment}} 已存入工单，正在整理报价方案…",
         enabled: true,
       },
     ],
@@ -57,21 +76,39 @@ export const mockReplyCategories: ReplyCategory[] = [
     tagClass: "tag-blue",
     items: [
       {
-        id: "r5",
+        id: "r8",
         trigger: "报价方案整理完成 → 询问是否采用",
-        text: "工单 {{ticket_no}} 状态已更新为「已报价」。整理后的报价方案：{{route_summary}} · {{quote_amount}} · {{eta}}。请确认是否采用。",
+        text: "工单 {{ticket_no}} 状态已更新为「已报价」。整理后的报价方案：{{route_summary}} · {{quote_amount}} · {{eta}}。请确认是否采用：（采用，生成 Excel 报价单 / 采用，生成 PDF 报价单 / 不采用）",
         enabled: true,
       },
       {
-        id: "r6",
+        id: "r9",
+        trigger: "销售确认采用 → 生成最终报价单",
+        text: "已确认采用该方案，正在生成 {{quote_format}} 最终报价单…工单保持「已报价」，完成后可直接转发给客户。",
+        enabled: true,
+      },
+      {
+        id: "r10",
         trigger: "最终报价单生成完成",
         text: "最终报价单已生成：{{quote_file}}（{{quote_amount}} · {{route_summary}}）。工单 {{ticket_no}} 保持「已报价」，报价单已归档。",
         enabled: true,
       },
       {
-        id: "r7",
+        id: "r11",
+        trigger: "销售发送比例调价指令",
+        text: "已识别调价指令：在当前报价基础上{{adjust_direction}}{{adjust_percent}}%。原报价 {{original_quote}} → 新报价 {{new_quote}}。正在刷新报价并重新生成报价单，工单保持「已报价」。",
+        enabled: true,
+      },
+      {
+        id: "r12",
+        trigger: "二次询价 · 关联历史工单",
+        text: "识别为二次询价，已关联历史工单 {{history_ticket_no}}。TMS 标准报价 {{system_quote}}；上次报价 {{history_quote}}，历史报价文档已引用至当前会话。",
+        enabled: true,
+      },
+      {
+        id: "r13",
         trigger: "报价单出具满*小时 → 发起成交跟进",
-        text: "工单 {{ticket_no}} 已于 {{quote_time}} 出具报价。请确认当前与客户的成交状态：（成交 / 未成交 / 协商中）",
+        text: "工单 {{ticket_no}} 已于 {{quote_time}} 出具报价（{{route_summary}} · {{quote_amount}}）。请确认当前与客户的成交状态：（成交 / 未成交 / 协商中）",
         enabled: true,
       },
     ],
@@ -83,15 +120,15 @@ export const mockReplyCategories: ReplyCategory[] = [
     tagClass: "tag-green",
     items: [
       {
-        id: "r8",
+        id: "r14",
         trigger: "销售在成交跟进中选择「成交」",
-        text: "已记录为「已成交」。工单 {{ticket_no}} 状态已更新，成交确认时间 {{deal_time}} 已写入后台。",
+        text: "已记录为「已成交」。工单 {{ticket_no}} 状态已更新，成交确认时间 {{deal_time}} 已写入后台。已推送成交通知至 {{manager_name}}（{{manager_role}}）。",
         enabled: true,
       },
       {
-        id: "r9",
+        id: "r15",
         trigger: "成交确认 → 企微推送负责人",
-        text: "【成交通知】工单 {{ticket_no}} 已成交。销售：{{sales_name}} · 路线：{{route_summary}} · 报价：{{quote_amount}}。",
+        text: "【成交通知】工单 {{ticket_no}} 已成交。销售：{{sales_name}} · 业务：{{biz_type}} · 路线：{{route_summary}}报价：{{quote_amount}} · 确认时间：{{deal_time}}推送对象：{{manager_name}}（{{manager_role}}）。请知悉并安排后续履约跟进。",
         enabled: true,
       },
     ],
@@ -103,15 +140,27 @@ export const mockReplyCategories: ReplyCategory[] = [
     tagClass: "tag-amber",
     items: [
       {
-        id: "r10",
+        id: "r16",
         trigger: "销售选择「不采用」当前报价方案",
-        text: "工单 {{ticket_no}} 状态已更新为「协商中」。请问希望如何调整？",
+        text: "工单 {{ticket_no}} 状态已更新为「协商中」。请问希望如何调整？可说明调价幅度、换舱/时效要求，或是否需要重新拉内部{{internal_role_label}}协同。",
         enabled: true,
       },
       {
-        id: "r11",
+        id: "r17",
         trigger: "成交跟进中选择「协商中」",
-        text: "已记录为「协商中」。工单跟进周期已顺延，将于 {{next_followup_time}} 再次询问成交状态。",
+        text: "已记录为「协商中」。工单跟进周期已顺延 {{negotiate_extend_days}}个工作日，将于 {{next_followup_time}} 再次向您发起成交状态询问。",
+        enabled: true,
+      },
+      {
+        id: "r18",
+        trigger: "协商跟进周期到期 → 再次询问",
+        text: "工单 {{ticket_no}} 协商跟进周期已到（{{route_summary}} · {{quote_amount}}）。请再次确认当前成交状态：（成交 / 未成交 / 协商中）",
+        enabled: true,
+      },
+      {
+        id: "r19",
+        trigger: "调价或重新协同完成 → 出具新方案",
+        text: "协商调整已完成，新报价方案：{{route_summary}} · {{quote_amount}} · {{eta}}。工单状态更新为「已报价」，请确认是否采用。",
         enabled: true,
       },
     ],
@@ -123,15 +172,21 @@ export const mockReplyCategories: ReplyCategory[] = [
     tagClass: "tag-rose",
     items: [
       {
-        id: "r12",
+        id: "r20",
-        trigger: "销售选择「未成交」",
+        trigger: "成交跟进中选择「未成交」",
-        text: "已记录为「未成交」。请补充未成交原因，工单 {{ticket_no}} 将关闭智能体跟进。",
+        text: "请告知{{ticket_no}}「未成交」的原因（必填）。回复后系统将记录至工单 {{ticket_no}}，并推送未成交通知至对应负责人。",
         enabled: true,
       },
       {
-        id: "r13",
+        id: "r21",
-        trigger: "未成交 → 通知负责人",
+        trigger: "销售回复未成交原因 → 关单并通知负责人",
-        text: "【未成交通知】工单 {{ticket_no}} 未成交。原因：{{lost_reason}}。",
+        text: "已记录为「未成交」。原因：{{reject_reason}}。登记时间 {{reject_time}}，已推送未成交通知至 {{manager_name}}（{{manager_role}}）。工单 {{ticket_no}} 已归档。",
+        enabled: true,
+      },
+      {
+        id: "r22",
+        trigger: "未成交确认 → 企微推送负责人",
+        text: "【未成交通知】工单 {{ticket_no}} 未成交。销售：{{sales_name}} · 业务：{{biz_type}} · 路线：{{route_summary}}未成交原因：{{reject_reason}}登记时间：{{reject_time}} · 推送对象：{{manager_name}}（{{manager_role}}）。请知悉本单未成单情况。",
         enabled: true,
       },
     ],
@@ -139,13 +194,19 @@ export const mockReplyCategories: ReplyCategory[] = [
   {
     id: "closed",
     title: "已关闭",
-    desc: "工单因超时、重复、误建等原因关闭。",
+    desc: "工单长期无有效推进，由系统自动关闭或人工手动关闭，不等同于客户明确拒绝。",
     tagClass: "tag-rose",
     items: [
       {
-        id: "r14",
+        id: "r23",
-        trigger: "销售主动关闭工单",
+        trigger: "达到配置超时时间 → 系统自动关闭",
-        text: "工单 {{ticket_no}} 已关闭。如需再次询价，请重新描述需求。",
+        text: "工单 {{ticket_no}} 因「{{close_reason}}」已达关闭条件，系统已自动关闭。关闭时间：{{close_time}}。本单不再发起成交跟进，亦不触发成交/未成交通知。",
+        enabled: true,
+      },
+      {
+        id: "r24",
+        trigger: "销售/客服手动关闭工单",
+        text: "工单 {{ticket_no}} 已由 {{operator_name}} 手动关闭。关闭原因：{{close_reason}}。如需重新询价，请发起新的询价对话。",
         enabled: true,
       },
     ],
@@ -153,19 +214,25 @@ export const mockReplyCategories: ReplyCategory[] = [
   {
     id: "event-ex",
     title: "事件异常",
-    desc: "销售/产品/航线响应超时等业务事件异常提示。",
+    desc: "业务流程中参与方响应超时等业务侧异常，写入工单「事件异常」字段，需人工跟进。",
     tagClass: "tag-amber",
     items: [
       {
-        id: "r15",
+        id: "r25",
-        trigger: "销售响应超时",
+        trigger: "内部协同*小时无响应 → 群内提醒",
-        text: "工单 {{ticket_no}} 销售响应超时，已通知负责人跟进。",
+        text: "@{{staff_name}} @{{sales_name}} 工单 {{ticket_no}} 已超过 {{timeout_hours}} 小时未收到内部协同回复，请尽快确认。事件异常：{{event_exception_type}}。",
         enabled: true,
       },
       {
-        id: "r16",
+        id: "r26",
-        trigger: "产品 / 航线响应超时",
+        trigger: "内部协同超时达告警阈值 → 生成告警工单",
-        text: "内部协同人员响应超时，工单 {{ticket_no}} 已标记事件异常。",
+        text: "工单 {{ticket_no}} 内部协同已超过 {{alert_hours}} 小时未响应，已生成「{{event_exception_type}}」告警，请管理员跟进。未响应人员：{{staff_name}}（{{staff_role}}）。",
+        enabled: true,
+      },
+      {
+        id: "r27",
+        trigger: "成交跟进多次无响应 → 标记销售响应超时",
+        text: "工单 {{ticket_no}} 成交跟进已发起 {{followup_count}} 次，销售仍未回复。事件异常：销售响应超时。如继续无响应，系统将按配置自动关闭工单。",
         enabled: true,
       },
     ],
@@ -173,19 +240,31 @@ export const mockReplyCategories: ReplyCategory[] = [
   {
     id: "sys-ex",
     title: "系统异常",
-    desc: "大模型、TMS、建群等系统失败话术。",
+    desc: "大模型、TMS、企微建群等系统侧调用失败，写入工单「系统异常」字段。",
     tagClass: "tag-rose",
     items: [
       {
-        id: "r17",
+        id: "r28",
-        trigger: "大模型异常",
+        trigger: "大模型调用失败",
-        text: "需求识别暂时失败，请稍后重试或补充文字描述。工单 {{ticket_no}} 已记录系统异常。",
+        text: "AI 解析暂时不可用（{{system_error_detail}}）。工单 {{ticket_no}} 已标记系统异常：大模型异常。请稍后重试，或回复「人工报价」转人工处理。",
         enabled: true,
       },
       {
-        id: "r18",
+        id: "r29",
-        trigger: "TMS 异常",
+        trigger: "TMS 接口调用失败",
-        text: "TMS 标准价查询失败，已记录系统异常。可选择转内部人工报价。",
+        text: "TMS 标准价库查询失败（{{system_error_detail}}）。工单已标记系统异常：TMS异常。可稍后重试，或选择转人工由内部人员报价。",
+        enabled: true,
+      },
+      {
+        id: "r30",
+        trigger: "企微建群 / 添加成员失败",
+        text: "创建协同群失败，无法添加 {{staff_name}}（{{staff_wechat_id}}）。系统异常：建群异常 · {{system_error_detail}}。已在后台生成异常工单，请联系管理员检查人员配置。",
+        enabled: true,
+      },
+      {
+        id: "r31",
+        trigger: "系统异常处理完成",
+        text: "工单 {{ticket_no}} 系统异常「{{system_exception_type}}」已处理完毕，工单状态恢复为「{{restored_status}}」。处理记录：{{handle_note}}",
         enabled: true,
       },
     ],
@@ -193,19 +272,43 @@ export const mockReplyCategories: ReplyCategory[] = [
   {
     id: "transfer",
     title: "转人工",
-    desc: "关键词/无价/解析失败等场景转人工话术。",
+    desc: "AI 无法独立完成询价时，引导销售确认是否拉内部航线/产品进群协同。",
     tagClass: "tag-violet",
     items: [
       {
-        id: "r19",
+        id: "r32",
-        trigger: "销售要求转人工",
+        trigger: "TMS 暂无报价",
-        text: "已为您转接人工处理，请稍候。工单 {{ticket_no}} 保持当前状态。",
+        text: "暂无 TMS 标准报价。触发转人工：{{transfer_reason}}。是否拉{{internal_role_label}}进群协同？（是 / 否）",
         enabled: true,
       },
       {
-        id: "r20",
+        id: "r33",
-        trigger: "无 TMS 标准价 → 引导转人工",
+        trigger: "意图识别失败",
-        text: "当前线路暂无标准价，建议转内部人工报价或转人工客服。",
+        text: "已尝试 {{intent_retry}} 次澄清，仍无法识别询价意图。触发转人工：意图识别失败。是否拉{{internal_role_label}}进群协同？（是 / 否）",
+        enabled: true,
+      },
+      {
+        id: "r34",
+        trigger: "参数提取不全",
+        text: "已连续 {{param_retry}} 次反问补充询价参数仍未完整。触发转人工：参数提取不全。是否拉{{internal_role_label}}进群协同？（是 / 否）",
+        enabled: true,
+      },
+      {
+        id: "r35",
+        trigger: "报价解析失败",
+        text: "触发转人工：{{transfer_reason}}（已连续失败 {{fail_count}} 次）。是否拉{{internal_role_label}}进群协同？（是 / 否）",
+        enabled: true,
+      },
+      {
+        id: "r36",
+        trigger: "空运锁舱/释放舱位失败",
+        text: "触发转人工：{{transfer_reason}}（已连续失败 {{fail_count}} 次）。请航线人员在 TMS 侧手工处理，或手动拉相关人员协助。请务必在群聊发送工单编号 {{ticket_no}}。",
+        enabled: true,
+      },
+      {
+        id: "r37",
+        trigger: "销售发送「人工报价」",
+        text: "已识别转人工指令。{{confirm_pull_group}}正在创建内部协同群，拉入销售 {{sales_name}}、{{internal_staff}} 及询价机器人…工单 {{ticket_no}} 进入「询价中」。",
         enabled: true,
       },
     ],

inquiry-backend/src/views/inquiry/staffRole/index.vue

@@ -2,7 +2,8 @@
 /**
  * 员工管理：对接主账 /inquiry/staffRole。
  * 企微 userid 可手工维护，也可点「同步企业微信」由主账 upsert（姓名/手机/部门）。
- * 浏览器禁止直连企微；岗位/线路仍手工改。
+ * 浏览器禁止直连企微；岗位/负责人/线路仍手工改。
+ * 产品·航线：负责人（是/否）+ 负责线路多选，选项照搬旧项目 admin-staff。
  */
 import { computed, onMounted, reactive, ref, watch } from "vue";
 import { message, Modal } from "ant-design-vue";
@@ -33,6 +34,8 @@ type StaffRow = {
   role: StaffRole;
   roleLabel: string;
   routes: string;
+  /** 产品/航线是否负责人；销售为 null */
+  isLeader: boolean | null;
   notifyEventException: boolean;
   createdAt: string;
   status: "active" | "disabled";
@@ -48,6 +51,48 @@ const roleLabelMap: Record<StaffRole, string> = {
   land: "产品·陆运",
 };
 
+/** 按岗位的负责线路选项（与原型 admin-staff.html ROUTES_BY_ROLE 一致） */
+const ROUTES_BY_ROLE: Record<Exclude<StaffRole, "sales">, string[]> = {
+  air: [
+    "CGO-KUL",
+    "SZX-KUL",
+    "HKG-KUL",
+    "NKG-KUL",
+    "HKG-DEL",
+    "CGO-MAA",
+    "CGO-BLR",
+    "ZUH-CRK",
+    "WNZ-CGK",
+    "BKK",
+    "外采-空运",
+    "全线",
+  ],
+  sea: ["海运全线"],
+  land: ["中港/中亚/中欧", "国内长途/零担", "国内城配/拖车/打包", "东南亚"],
+};
+
+const ALL_ROUTE_FILTER_OPTIONS = [
+  ...ROUTES_BY_ROLE.air,
+  ...ROUTES_BY_ROLE.sea,
+  ...ROUTES_BY_ROLE.land,
+];
+
+function isProductOrAir(role: StaffRole) {
+  return role === "air" || role === "sea" || role === "land";
+}
+
+function parseRouteList(raw: string): string[] {
+  if (!raw || raw === "-") return [];
+  return raw
+    .split(/[/·,、]/)
+    .map((s) => s.trim())
+    .filter(Boolean);
+}
+
+function joinRoutes(list: string[]) {
+  return list.map((s) => s.trim()).filter(Boolean).join(",");
+}
+
 const rows = ref<StaffRow[]>([]);
 const loading = ref(false);
 const total = ref(0);
@@ -76,14 +121,32 @@ const form = reactive({
   phone: "",
   dept: "",
   role: "sales" as StaffRole,
-  routes: "",
+  /** 空字符串=未选；true/false 字符串对齐旧项目下拉 */
+  isLeader: "" as "" | "true" | "false",
+  /** 负责线路多选；销售岗位不展示 */
+  routeList: [] as string[],
   notifyEventException: false,
   status: "active" as StaffRow["status"],
 });
 
+/** 当前岗位可选线路；销售为空 */
+const routeOptions = computed(() => {
+  if (!isProductOrAir(form.role)) return [] as string[];
+  return ROUTES_BY_ROLE[form.role];
+});
+
+const showLeaderAndRoutes = computed(() => isProductOrAir(form.role));
+
 const filtered = computed(() => rows.value);
 
+/**
+ * 部门下拉过滤：点开/聚焦时展示全量树；只有用户继续打字才按关键字筛。
+ * 为何：编辑时 form.dept 已是「武汉友通达」等完整名，若直接用它过滤会只剩 1 条。
+ */
+const deptFilterActive = ref(false);
+
 const filteredDeptOptions = computed(() => {
+  if (!deptFilterActive.value) return deptOptions.value;
   const q = (form.dept || "").trim().toLowerCase();
   if (!q) return deptOptions.value;
   return deptOptions.value.filter((d) => d.name.toLowerCase().includes(q));
@@ -97,6 +160,9 @@ function colorFor(name: string) {
 
 function mapRow(r: any): StaffRow {
   const role = (r.roleCode || "sales") as StaffRole;
+  let isLeader: boolean | null = null;
+  if (r.isLeader === 1 || r.isLeader === true) isLeader = true;
+  else if (r.isLeader === 0 || r.isLeader === false) isLeader = false;
   return {
     id: String(r.id || ""),
     name: r.name || "",
@@ -106,6 +172,7 @@ function mapRow(r: any): StaffRow {
     role: ["sales", "air", "sea", "land"].includes(role) ? role : "sales",
     roleLabel: r.roleLabel || roleLabelMap[role] || role,
     routes: r.routes || "-",
+    isLeader,
     notifyEventException: r.notifyEventException === 1 || r.notifyEventException === true,
     createdAt: (r.createTime || "").toString().slice(0, 10) || "—",
     status: r.status === "disabled" ? "disabled" : "active",
@@ -264,6 +331,7 @@ let deptBlurTimer: ReturnType<typeof setTimeout> | null = null;
 
 function pickDept(d: DeptOption) {
   form.dept = d.name;
+  deptFilterActive.value = false;
   deptOpen.value = false;
 }
 
@@ -272,20 +340,45 @@ function onDeptFocus() {
     clearTimeout(deptBlurTimer);
     deptBlurTimer = null;
   }
+  // 聚焦先看全量，避免当前部门名把列表滤成一项
+  deptFilterActive.value = false;
   deptOpen.value = true;
   ensureDeptOptions();
 }
 
+function onDeptInput() {
+  deptFilterActive.value = true;
+  deptOpen.value = true;
+}
+
 function onDeptBlur() {
   deptBlurTimer = setTimeout(() => {
     deptOpen.value = false;
+    deptFilterActive.value = false;
   }, 180);
 }
 
 watch(
   () => modalOpen.value,
   (open) => {
-    if (!open) deptOpen.value = false;
+    if (!open) {
+      deptOpen.value = false;
+      deptFilterActive.value = false;
+    }
+  },
+);
+
+/** 换岗位时：销售清空负责人/线路；产品航线只保留本岗可选线路 */
+watch(
+  () => form.role,
+  (role) => {
+    if (!isProductOrAir(role)) {
+      form.isLeader = "";
+      form.routeList = [];
+      return;
+    }
+    const valid = new Set(ROUTES_BY_ROLE[role]);
+    form.routeList = form.routeList.filter((r) => valid.has(r));
   },
 );
 
@@ -297,7 +390,8 @@ function openCreate() {
     phone: "",
     dept: "",
     role: "sales",
-    routes: "",
+    isLeader: "",
+    routeList: [],
     notifyEventException: false,
     status: "active",
   });
@@ -308,13 +402,16 @@ function openCreate() {
 
 function openEdit(row: StaffRow) {
   editing.value = row;
+  const valid = isProductOrAir(row.role) ? new Set(ROUTES_BY_ROLE[row.role]) : null;
+  const routes = parseRouteList(row.routes).filter((r) => (valid ? valid.has(r) : true));
   Object.assign(form, {
     name: row.name,
     wecomId: row.wecomId,
     phone: row.phoneMasked === "未填写" ? "" : row.phoneMasked,
     dept: row.dept === "未分配" ? "" : row.dept,
     role: row.role,
-    routes: row.routes === "-" ? "" : row.routes,
+    isLeader: row.isLeader === true ? "true" : row.isLeader === false ? "false" : "",
+    routeList: routes,
     notifyEventException: Boolean(row.notifyEventException),
     status: row.status,
   });
@@ -328,6 +425,16 @@ async function saveStaff() {
     message.warning("请填写姓名与企业微信 ID");
     return;
   }
+  if (isProductOrAir(form.role)) {
+    if (form.isLeader !== "true" && form.isLeader !== "false") {
+      message.warning("请选择是否负责人");
+      return;
+    }
+    if (!form.routeList.length) {
+      message.warning("请选择负责线路");
+      return;
+    }
+  }
   const body = {
     id: editing.value?.id,
     name: form.name.trim(),
@@ -336,7 +443,8 @@ async function saveStaff() {
     departName: form.dept.trim() || undefined,
     roleCode: form.role,
     roleLabel: roleLabelMap[form.role],
-    routes: form.routes.trim() || undefined,
+    routes: isProductOrAir(form.role) ? joinRoutes(form.routeList) : undefined,
+    isLeader: isProductOrAir(form.role) ? (form.isLeader === "true" ? 1 : 0) : null,
     notifyEventException: form.notifyEventException ? 1 : 0,
     status: form.status,
   };
@@ -383,11 +491,11 @@ async function syncWecom() {
 }
 
 function routeTags(routes: string) {
-  if (!routes || routes === "-") return [];
+  return parseRouteList(routes);
-  return routes
+}
-    .split(/[/·,、]/)
+
-    .map((s) => s.trim())
+function filterRouteOption(input: string, option: any) {
-    .filter(Boolean);
+  return String(option?.label ?? "").includes(input);
 }
 </script>
 
@@ -438,15 +546,7 @@ function routeTags(routes: string) {
       </select>
       <select v-model="filters.route">
         <option value="">负责线路</option>
-        <option value="CGO-KUL">CGO-KUL</option>
+        <option v-for="r in ALL_ROUTE_FILTER_OPTIONS" :key="r" :value="r">{{ r }}</option>
-        <option value="HKG-KUL">HKG-KUL</option>
-        <option value="全线">全线</option>
-        <option value="外采-空运">外采-空运</option>
-        <option value="海运全线">海运全线</option>
-        <option value="中港/中亚/中欧">中港/中亚/中欧</option>
-        <option value="国内长途/零担">国内长途/零担</option>
-        <option value="国内城配/拖车/打包">国内城配/拖车/打包</option>
-        <option value="东南亚">东南亚</option>
       </select>
       <select v-model="filters.status">
         <option value="">状态</option>
@@ -558,7 +658,7 @@ function routeTags(routes: string) {
           :disabled="deptLoading"
           :placeholder="deptLoading ? '加载部门…' : '请选择或输入部门'"
           @focus="onDeptFocus"
-          @input="deptOpen = true"
+          @input="onDeptInput"
           @blur="onDeptBlur"
         />
         <span class="dept-combo-arrow" aria-hidden="true">▾</span>
@@ -585,9 +685,13 @@ function routeTags(routes: string) {
         <option value="land">产品·陆运</option>
       </select>
     </div>
-    <div class="form-row">
+    <div v-if="showLeaderAndRoutes" class="form-row">
-      <label class="lbl">负责线路</label>
+      <label class="lbl">负责人 <span class="req">*</span></label>
-      <input v-model="form.routes" class="field" type="text" placeholder="销售可留空" />
+      <select v-model="form.isLeader" class="field">
+        <option value="">请选择是否负责人</option>
+        <option value="true">是</option>
+        <option value="false">否</option>
+      </select>
     </div>
     <div class="form-row">
       <label class="lbl">消息提醒</label>
@@ -611,6 +715,19 @@ function routeTags(routes: string) {
         </button>
       </div>
     </div>
+    <div v-if="showLeaderAndRoutes" class="form-row">
+      <label class="lbl">负责线路 <span class="req">*</span></label>
+      <a-select
+        v-model:value="form.routeList"
+        mode="multiple"
+        allow-clear
+        show-search
+        class="staff-route-select"
+        placeholder="请选择负责线路，可多选"
+        :options="routeOptions.map((r) => ({ label: r, value: r }))"
+        :filter-option="filterRouteOption"
+      />
+    </div>
   </AdminModal>
 </template>
 
@@ -698,4 +815,16 @@ function routeTags(routes: string) {
   color: #94a3b8;
   cursor: default;
 }
+
+.staff-route-select {
+  width: 100%;
+}
+
+.staff-route-select :deep(.ant-select-selector) {
+  min-height: 34px;
+  border-radius: 7px !important;
+  border-color: #cbd5e1 !important;
+  font-size: 11px;
+  font-weight: 600;
+}
 </style>

inquiry-backend/src/views/inquiry/styles/admin-fidelity.css

@@ -191,14 +191,28 @@ body {
 .page-topbar-actions-slot {
   gap: 8px !important;
   min-height: 34px !important;
-  max-height: 40px !important;
+  /* 勿 max-height + overflow:hidden：会裁掉看板日期下拉，看起来像不能选 */
+  max-height: none !important;
   position: relative !important;
   z-index: 40 !important;
   pointer-events: auto !important;
-  overflow: hidden !important;
+  overflow: visible !important;
   flex-wrap: nowrap !important;
 }
 
+.page-topbar-actions-slot .dash-topbar-tools,
+.page-topbar-actions-slot .month-range-picker,
+.page-topbar-actions-slot .toolbar-date-range {
+  position: relative !important;
+  overflow: visible !important;
+  z-index: 50 !important;
+}
+
+.page-topbar-actions-slot .month-range-dropdown,
+.page-topbar-actions-slot .dash-picker-dropdown {
+  z-index: 90 !important;
+}
+
 .page-topbar-actions-slot .btn {
   pointer-events: auto !important;
   cursor: pointer !important;