完善报价单填表与币种回填，并补齐账号末次登录、角色按钮权限与陆运全线匹配。

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

.env.example

@@ -22,6 +22,9 @@ WECOM_CALLBACK_TOKEN=
 WECOM_ENCODING_AES_KEY=
 WECOM_CALLBACK_REPLY_TEXT=询价智能体接通成功。已收到：{content}
 WECOM_OPS_AGENT_ID=1000014
+# 现网「询价消息服务」= 运维应用 1000014（与 WECOM_OPERATIONS_* 同一套）。空则只成交不推。
+WECOM_NOTIFY_AGENT_ID=1000014
+WECOM_NOTIFY_SECRET=
 # 会话存档席：后台员工管理里「询价机器人」的企微 userid，每个协同群必拉。可逗号分隔多个。
 WECOM_ARCHIVE_SEAT_USER_IDS=
 # 微盛会话存档（Worker 按存档席拉群消息）。游标只写 REDIS_KEY_PREFIX，禁止推现网官方 seq。

inquiry-agent/agent/channel/quote_template_parse.py

@@ -37,6 +37,9 @@ class QuoteTemplateParseBody(BaseModel):
     yellow_count: int = Field(default=0, alias="yellowCount")
     truncated: bool = False
     request_id: str = Field(default="", alias="requestId")
+    # 未换文件重新解析：true + existingMapping，回写时智能合并（对齐保留、对不上改坐标）
+    merge_existing: bool = Field(default=False, alias="mergeExisting")
+    existing_mapping: Optional[dict[str, Any]] = Field(default=None, alias="existingMapping")
 
     model_config = {"populate_by_name": True}
 
@@ -103,7 +106,10 @@ def enqueue_parse(
         "cellCount": body.cell_count or len(inventory),
         "yellowCount": body.yellow_count,
         "truncated": bool(body.truncated),
+        "mergeExisting": bool(body.merge_existing),
     }
+    if body.merge_existing and isinstance(body.existing_mapping, dict):
+        payload["existingMapping"] = body.existing_mapping
     result = enqueue_recognition(
         kind="quote_template_parse",
         payload=payload,

inquiry-agent/agent/channel/runtime.py

@@ -43,6 +43,15 @@ class ChannelRuntime:
             secret=settings.wecom_secret,
             agent_id=agent_id,
         )
+        notify_id = int(getattr(settings, "wecom_notify_agent_id", "") or "0") or 0
+        notify_secret = str(getattr(settings, "wecom_notify_secret", "") or "").strip()
+        self._notify_client = None
+        if notify_id and notify_secret:
+            self._notify_client = WeComAppClient(
+                corp_id=settings.wecom_corp_id,
+                secret=notify_secret,
+                agent_id=notify_id,
+            )
 
     @property
     def store(self):
@@ -105,10 +114,20 @@ class ChannelRuntime:
                 logger.warning("outbox 过期丢弃 id=%s", item.id)
                 self._store.complete_outbound(item.id)
                 continue
-            result = self._client.send_outbound(
+            payload = getattr(item, "payload", None) or {}
+            client = self._client
+            if payload.get("wecom_app") == "notify":
+                if self._notify_client is None:
+                    logger.error("询价消息服务未配置，成交通知丢弃 id=%s", item.id)
+                    self._store.complete_outbound(
+                        item.id, error="notify_app_missing", permanent=True
+                    )
+                    continue
+                client = self._notify_client
+            result = client.send_outbound(
                 touser=item.touser,
                 content=item.content,
-                payload=getattr(item, "payload", None) or {},
+                payload=payload,
             )
             if result.ok:
                 self._store.complete_outbound(item.id)

inquiry-agent/agent/config/__init__.py

@@ -60,6 +60,9 @@ class Settings(BaseSettings):
     wecom_corp_id: str = Field(default="", alias="WECOM_CORP_ID")
     wecom_agent_id: str = Field(default="1000010", alias="WECOM_AGENT_ID")
     wecom_secret: str = Field(default="", alias="WECOM_SECRET")
+    # 现网「询价消息服务」：只推成交通知，不走询价小助手 1000010。
+    wecom_notify_agent_id: str = Field(default="", alias="WECOM_NOTIFY_AGENT_ID")
+    wecom_notify_secret: str = Field(default="", alias="WECOM_NOTIFY_SECRET")
     wecom_archive_seat_user_ids: str = Field(
         default="",
         alias="WECOM_ARCHIVE_SEAT_USER_IDS",

inquiry-agent/agent/handlers/air_group_collab.py

@@ -27,7 +27,12 @@ from agent.policy.air_group_ops import (
     resolve_cabin_ticket,
 )
 from agent.policy.air_text_flow import get_air_text_flow
-from agent.policy.sea_group_ops import group_client_of, send_group_text, ticket_view
+from agent.policy.sea_group_ops import (
+    capture_group_lost_reason,
+    group_client_of,
+    send_group_text,
+    ticket_view,
+)
 from agent.routing.air_group_intent import (
     INTENT_ACTIVATE,
     INTENT_CONFIRM_TMS,
@@ -233,6 +238,14 @@ def _handle_bound(
     injected_quote: Optional[dict[str, Any]],
 ) -> str:
     chat_id = message.chat_id
+    lost = capture_group_lost_reason(
+        flow=engine,
+        ticket=ticket,
+        sender_id=message.sender_id,
+        text=message.content or "",
+    )
+    if lost:
+        return lost
     facts = dict(ticket_view(ticket).get("collab_facts") or {})
     if intent == INTENT_PICK_OPTION or (
         intent == INTENT_OTHER and str(facts.get("__pending_air_lock") or "") == "1"

inquiry-agent/agent/handlers/group_collab.py

@@ -17,6 +17,7 @@ from agent.policy.sea_group_ops import (
     apply_group_deal,
     apply_product_quote,
     apply_tms_quote_choice,
+    capture_group_lost_reason,
     dissolve_group,
     group_client_of,
     handle_group_file,
@@ -138,6 +139,16 @@ def handle_group_inbound(
         classify_group_text,
     )
 
+    lost = capture_group_lost_reason(
+        flow=engine,
+        ticket=ticket,
+        sender_id=message.sender_id,
+        text=message.content or "",
+        sess=sess,
+    )
+    if lost:
+        return lost
+
     intent = classify_group_text(message.content or "", injected=injected_intent)
     logger.info(
         "group_inbound 文字 chat=%s sender=%s intent=%s chars=%s",

inquiry-agent/agent/handlers/text_inquiry.py

@@ -198,6 +198,8 @@ def handle_text_other(message: InboundMessage, *, store=None) -> str:
     sess = engine.session_for_action(
         message.sender_id, message.raw, text=message.content or ""
     )
+    if sess and sess.phase == "wait_lost_reason":
+        return handle_text_inquiry(message, store=msg_store)
     btn = engine.match_button(message.content or "", sess)
     if btn:
         return handle_text_inquiry(message, store=msg_store)

inquiry-agent/agent/jobs/__init__.py

@@ -111,6 +111,7 @@ class WorkerRuntime:
             threading.Thread(target=self._recognition_loop, name="recog-loop", daemon=True),
             threading.Thread(target=self._archive_loop, name="archive-loop", daemon=True),
             threading.Thread(target=self._wshoto_poll_loop, name="wshoto-poll", daemon=True),
+            threading.Thread(target=self._deal_followup_loop, name="deal-followup", daemon=True),
             threading.Thread(target=self._pdf_loop, name="pdf-loop", daemon=True),
         ]
         for t in self._threads:
@@ -273,6 +274,22 @@ class WorkerRuntime:
             wait = 1.0 if has_hot_room() else interval
             wait_wshoto_poll(wait)
 
+    def _deal_followup_loop(self) -> None:
+        """
+        HTTP 槽轮询协商再问。独立线程，不占回调、不与 soffice 串队。
+        """
+        from agent.jobs.deal_followup_poll import poll_due_negotiate
+
+        while not self._stop.is_set():
+            try:
+                self.http_jobs.run(
+                    lambda: poll_due_negotiate(settings=self.settings),
+                    label="deal-followup",
+                )
+            except Exception:
+                logger.exception("协商再问轮询失败")
+            self._stop.wait(60.0)
+
     def _pdf_loop(self) -> None:
         """仅 LibreOffice 单槽消费 PDF Stream。"""
         if not self.redis:

inquiry-agent/agent/jobs/deal_followup_poll.py

@@ -0,0 +1,120 @@
+"""
+协商中到期再问：Worker HTTP 槽轮询，回到当初那个会话。
+
+本文件职责：认领主账到期单、发成交跟进。不在回调线程跑。
+禁止：群解散后改发私聊；占 LibreOffice 槽；把六态写进 Redis。
+"""
+
+from __future__ import annotations
+
+import logging
+from typing import Any, Optional
+
+from agent.config import Settings, get_settings
+from agent.policy import inquiry_copy as copy
+
+logger = logging.getLogger(__name__)
+
+
+def poll_due_negotiate(*, ledger: Any = None, settings: Optional[Settings] = None) -> int:
+    """
+    认领到期协商中工单并再问一次。
+
+    返回发出条数。主账已清空 next_followup_at，本轮失败也不再自动补发。
+    """
+    cfg = settings or get_settings()
+    book = ledger
+    if book is None:
+        if str(getattr(cfg, "ledger_backend", "http") or "http").lower() == "memory":
+            return 0
+        from agent.ledger.http_ledger import HttpLedger
+
+        book = HttpLedger()
+    claimer = getattr(book, "claim_due_negotiate", None)
+    if not callable(claimer):
+        return 0
+    rows = claimer() or []
+    sent = 0
+    for row in rows:
+        if not isinstance(row, dict):
+            continue
+        try:
+            if _reask_one(row, settings=cfg):
+                sent += 1
+        except Exception:
+            logger.exception("协商再问失败 wo=%s", row.get("work_order_no") or row.get("workOrderNo"))
+    return sent
+
+
+def _reask_one(row: dict[str, Any], *, settings: Settings) -> bool:
+    no = str(row.get("work_order_no") or row.get("workOrderNo") or "").strip()
+    if not no:
+        return False
+    chat_id = str(row.get("collab_chat_id") or row.get("collabChatId") or "").strip()
+    sales = str(row.get("sales_wecom_id") or row.get("salesWecomId") or "").strip()
+    name = str(row.get("sales_name") or row.get("salesName") or "").strip() or "销售"
+    facts = dict(row.get("facts") or {})
+    quote = dict(row.get("quote") or {})
+    line = str(row.get("business_line") or row.get("businessLine") or "").strip().upper()
+    if chat_id:
+        ok = _send_group_reask(
+            chat_id=chat_id,
+            work_order_no=no,
+            sales_name=name,
+            facts=facts,
+            quote=quote,
+            business_line=line,
+            settings=settings,
+        )
+        if not ok:
+            logger.warning("协商再问原群失败且不补发私聊 wo=%s chat=%s", no, chat_id)
+        return ok
+    if not sales:
+        logger.warning("协商再问无销售 userid wo=%s", no)
+        return False
+    from agent.channel.queue import get_message_store
+
+    text = copy.deal_card(work_order_no=no, quote=quote, facts=facts)
+    payload = copy.deal_wecom_payload(work_order_no=no, quote=quote, facts=facts)
+    ok, info = get_message_store().enqueue_outbound(
+        touser=sales,
+        content=text,
+        dedupe_key=f"deal-reask:{no}",
+        payload=payload,
+    )
+    if not ok:
+        logger.warning("协商再问私聊入队失败 wo=%s info=%s", no, info)
+    return bool(ok)
+
+
+def _send_group_reask(
+    *,
+    chat_id: str,
+    work_order_no: str,
+    sales_name: str,
+    facts: dict[str, str],
+    quote: dict[str, Any],
+    business_line: str,
+    settings: Settings,
+) -> bool:
+    text = copy.group_deal_followup(sales_name=sales_name, work_order_no=work_order_no)
+    if business_line == "AIR":
+        from agent.channel.aibot.reply import AibotReplyClient
+
+        out = AibotReplyClient().send_group(chat_id=chat_id, content=text)
+        return bool(out.get("ok"))
+    from agent.channel.outbox.sender import WeComAppClient
+
+    client = WeComAppClient(
+        corp_id=settings.wecom_corp_id,
+        secret=settings.wecom_secret,
+        agent_id=int(settings.wecom_agent_id or "0") or 0,
+    )
+    out = client.send_group(chat_id=chat_id, content=text)
+    if not out.get("ok"):
+        return False
+    carder = getattr(client, "send_group_card", None)
+    if callable(carder):
+        payload = copy.deal_wecom_payload(work_order_no=work_order_no, quote=quote, facts=facts)
+        carder(chat_id=chat_id, template_card=payload.get("template_card") or {})
+    return True

inquiry-agent/agent/jobs/recognition.py

@@ -111,28 +111,53 @@ def process_recognition(data: dict[str, Any], *, allow_network: bool = True) ->
 
 
 def _process_quote_template_parse(payload: dict[str, Any], *, allow_network: bool) -> dict[str, Any]:
-    """跑 sheet_map 并回写主账；失败也必须回写 failed+原因。"""
+    """
+    跑 sheet_map 并回写主账；失败也必须回写 failed+原因。
+
+    mergeExisting=true（未换文件重新解析）时：与 existingMapping 智能合并后再回写，
+    仍对齐标签的旧坐标保留，对不上的改用新坐标；换文件/首传不传该标记，整份覆盖。
+    """
     from agent.config import get_settings
-    from agent.llm.mode_sheet_map import invoke_sheet_map
+    from agent.llm.mode_sheet_map import (
+        assess_mapping_gaps,
+        invoke_sheet_map,
+        merge_mapping_prefer_existing,
+    )
 
     version_id = str(payload.get("versionId") or "").strip()
     settings = get_settings()
     net = bool(allow_network and settings.llm_allow_network)
-    result = invoke_sheet_map(payload, allow_network=net)
+    result = invoke_sheet_map(payload, allow_network=net, timeout_seconds=240.0, max_rounds=3)
+    merge_existing = bool(payload.get("mergeExisting") or payload.get("merge_existing"))
+    existing = payload.get("existingMapping") or payload.get("existing_mapping")
+    inventory = _inventory_lines_from_payload(payload)
     body: dict[str, Any]
     if result.get("ok") and isinstance(result.get("mapping"), dict):
         mapping = dict(result["mapping"])
-        gaps = result.get("gaps_after")
-        if not isinstance(gaps, list):
-            gaps = mapping.get("mappingGaps") if isinstance(mapping.get("mappingGaps"), list) else []
-        mapping["mappingGaps"] = [str(g) for g in gaps if g]
+        if merge_existing and isinstance(existing, dict):
+            mapping = merge_mapping_prefer_existing(
+                existing, mapping, cell_inventory=inventory
+            )
+            # 合并后再对照清单复评缺口，避免角标沿用合并前数字
+            remaining = assess_mapping_gaps(payload, mapping)
+            mapping["mappingGaps"] = [str(g) for g in remaining if g]
+            if not remaining:
+                mapping["unmappedRequired"] = []
+                mapping["unmappedLabels"] = []
+        else:
+            gaps = result.get("gaps_after")
+            if not isinstance(gaps, list):
+                gaps = mapping.get("mappingGaps") if isinstance(mapping.get("mappingGaps"), list) else []
+            mapping["mappingGaps"] = [str(g) for g in gaps if g]
         # 运营可读摘要：点数之外固定带上未解析项
         n_fields = len(mapping.get("fields") or {})
         n_fee = len(mapping.get("feeRegions") or []) if isinstance(mapping.get("feeRegions"), list) else 0
         n_route = len(mapping.get("routeRegions") or []) if isinstance(mapping.get("routeRegions"), list) else 0
         points = n_fields + n_fee + n_route
         parse_message = f"已解析 {points} 个映射点"
-        if mapping["mappingGaps"]:
+        if merge_existing:
+            parse_message += "（对齐的保留，对不上的改用新坐标）"
+        if mapping.get("mappingGaps"):
             preview = "；".join(mapping["mappingGaps"][:8])
             more = len(mapping["mappingGaps"]) - 8
             parse_message += f"；未解析到 {len(mapping['mappingGaps'])} 项：{preview}"
@@ -144,6 +169,7 @@ def _process_quote_template_parse(payload: dict[str, Any], *, allow_network: boo
             "mappingJson": mapping,
             "parseStatus": "parsed",
             "parseMessage": parse_message,
+            "mergeExisting": merge_existing,
         }
     else:
         err = str(result.get("error") or "AI 解析失败")
@@ -152,17 +178,26 @@ def _process_quote_template_parse(payload: dict[str, Any], *, allow_network: boo
             "ok": False,
             "parseStatus": "failed",
             "parseMessage": err,
+            "mergeExisting": merge_existing,
         }
     posted = _post_parse_result(body)
     logger.info(
-        "quote_template_parse done versionId=%s ok=%s posted=%s",
+        "quote_template_parse done versionId=%s ok=%s merge=%s posted=%s",
         version_id,
         body.get("ok"),
+        merge_existing,
         posted.get("ok"),
     )
     return {"ok": bool(body.get("ok")), "posted": posted, "kind": "quote_template_parse"}
 
 
+def _inventory_lines_from_payload(payload: dict[str, Any]) -> list[str]:
+    """从解析入队载荷取出单元格清单行。"""
+    raw = payload.get("cellInventory") or payload.get("cell_inventory") or []
+    if isinstance(raw, list):
+        return [str(x) for x in raw]
+    return []
+
 def _post_parse_result(body: dict[str, Any]) -> dict[str, Any]:
     """PUT /inquiry/agent/quoteTemplate/parseResult。"""
     try:

inquiry-agent/agent/ledger/http_ledger.py

@@ -193,15 +193,46 @@ class HttpLedger:
         out.setdefault("needsPdf", str(format).lower() == "pdf")
         return out
 
-    def transition(self, *, work_order_no: str, to_status: str) -> dict[str, Any]:
-        out = self._post(
-            "/inquiry/agent/ticket/transition",
-            {"workOrderNo": work_order_no, "toStatus": to_status},
-        )
+    def transition(
+        self,
+        *,
+        work_order_no: str,
+        to_status: str,
+        remark: str = "",
+        lost_reason: str = "",
+        next_followup_at: str = "",
+        deal_notify_summary: str = "",
+    ) -> dict[str, Any]:
+        body: dict[str, Any] = {"workOrderNo": work_order_no, "toStatus": to_status}
+        if remark:
+            body["remark"] = remark
+        if lost_reason:
+            body["lostReason"] = lost_reason
+        if next_followup_at:
+            body["nextFollowupAt"] = next_followup_at
+        if deal_notify_summary:
+            body["dealNotifySummary"] = deal_notify_summary
+        out = self._post("/inquiry/agent/ticket/transition", body)
         if not out.get("ok") and out.get("status"):
             out["ok"] = True
         return out if out.get("ok") else {"ok": False, "error": out.get("error") or "transition_failed"}
 
+    def patch_lost_reason(self, *, work_order_no: str, lost_reason: str) -> dict[str, Any]:
+        """未成交后记下原因。不改六态。"""
+        out = self._post(
+            "/inquiry/agent/ticket/patchLostReason",
+            {"workOrderNo": work_order_no, "lostReason": lost_reason},
+        )
+        return out if out.get("ok") else {"ok": False, "error": out.get("error") or "patch_lost_reason_failed"}
+
+    def claim_due_negotiate(self) -> list[dict[str, Any]]:
+        """认领到期协商再问，主账会清空再问时刻防重发。"""
+        out = self._post("/inquiry/agent/ticket/claimDueNegotiate", {})
+        rows = out.get("tickets") or out.get("result") or []
+        if isinstance(rows, list):
+            return [dict(x) for x in rows if isinstance(x, dict)]
+        return []
+
     def match_sea_staff(self, *, origin: str, destination: str) -> list[dict[str, Any]]:
         """主账按线路返回启用的海运产品岗。"""
         out = self._post(

inquiry-agent/agent/ledger/memory_ledger.py

@@ -41,6 +41,9 @@ class MemoryTicket:
     collab_ended: bool = False
     attachments: list[dict[str, Any]] = field(default_factory=list)
     quote_file_ready: bool = False
+    lost_reason: str = ""
+    next_followup_at: str = ""
+    deal_notify_summary: str = ""
 
 
 class MemoryLedger:
@@ -207,14 +210,70 @@ class MemoryLedger:
                 "status": ticket.status,
             }
 
-    def transition(self, *, work_order_no: str, to_status: str) -> dict[str, Any]:
+    def transition(
+        self,
+        *,
+        work_order_no: str,
+        to_status: str,
+        remark: str = "",
+        lost_reason: str = "",
+        next_followup_at: str = "",
+        deal_notify_summary: str = "",
+    ) -> dict[str, Any]:
+        _ = remark
         with self._lock:
             ticket = self._tickets.get(work_order_no)
             if ticket is None:
                 return {"ok": False, "error": "ticket_not_found"}
             ticket.status = to_status
+            if to_status == "未成交":
+                ticket.next_followup_at = ""
+                if lost_reason:
+                    ticket.lost_reason = lost_reason
+            elif to_status == "已成交":
+                ticket.next_followup_at = ""
+                if deal_notify_summary:
+                    ticket.deal_notify_summary = deal_notify_summary
+            elif to_status == "协商中":
+                ticket.next_followup_at = next_followup_at
             return {"ok": True, "status": ticket.status}
 
+    def patch_lost_reason(self, *, work_order_no: str, lost_reason: str) -> dict[str, Any]:
+        reason = (lost_reason or "").strip()
+        with self._lock:
+            ticket = self._tickets.get(work_order_no)
+            if ticket is None:
+                return {"ok": False, "error": "ticket_not_found"}
+            if ticket.status != "未成交":
+                return {"ok": False, "error": "not_lost", "status": ticket.status}
+            if not reason:
+                return {"ok": False, "error": "reason_blank"}
+            ticket.lost_reason = reason
+            return {"ok": True, "work_order_no": work_order_no, "lost_reason": reason}
+
+    def claim_due_negotiate(self) -> list[dict[str, Any]]:
+        now = datetime.now(_SHANGHAI).strftime("%Y-%m-%d %H:%M:%S")
+        hits: list[dict[str, Any]] = []
+        with self._lock:
+            for ticket in self._tickets.values():
+                due = (ticket.next_followup_at or "").strip()
+                if ticket.status != "协商中" or not due or due > now:
+                    continue
+                ticket.next_followup_at = ""
+                hits.append(
+                    {
+                        "work_order_no": ticket.work_order_no,
+                        "sales_wecom_id": ticket.sales_wecom_id,
+                        "sales_name": "",
+                        "business_line": ticket.business_line,
+                        "collab_chat_id": ticket.collab_chat_id,
+                        "status": ticket.status,
+                        "facts": dict(ticket.facts),
+                        "quote": dict(ticket.quote),
+                    }
+                )
+        return hits
+
     def get_ticket(self, *, work_order_no: str) -> MemoryTicket | None:
         with self._lock:
             return self._tickets.get(work_order_no)
@@ -282,8 +341,12 @@ class MemoryLedger:
         status = ticket.status
         quote = dict(ticket.quote or {})
         wait_phase = "done"
-        if status in {"已成交", "未成交", "协商中", "已关闭"}:
+        if status in {"已成交", "已关闭"}:
             wait_phase = "done"
+        elif status == "未成交":
+            wait_phase = "wait_lost_reason" if not (ticket.lost_reason or "").strip() else "done"
+        elif status == "协商中":
+            wait_phase = "wait_deal"
         elif status == "已报价" and quote:
             # 文件已发给销售 → 成交跟进；否则海运协同卡、空运方案卡
             if ticket.quote_file_ready or quote.get("quoteFileIssued"):
@@ -306,6 +369,10 @@ class MemoryLedger:
             "wait_phase": wait_phase,
             "collab_chat_id": ticket.collab_chat_id,
             "collab_facts": dict(ticket.collab_facts),
+            "lost_reason": ticket.lost_reason,
+            "lostReason": ticket.lost_reason,
+            "deal_notify_summary": ticket.deal_notify_summary,
+            "next_followup_at": ticket.next_followup_at,
         }
 
     def upsert_staff(self, row: dict[str, Any]) -> None:

inquiry-agent/agent/llm/mode_sheet_map.py

@@ -2,7 +2,7 @@
 报价工作表映射 mode：上传时用千问产出 mappingJson。
 
 本文件职责：加载映射分析提示词、拼用户消息、调千问、剥 Markdown、校验 JSON、
-对照单元格清单做缺项检测，必要时再补跑一轮。
+对照单元格清单做缺项检测；有缺口则多轮补跑（默认最多 3 轮），目标一次流程内齐全。
 禁止：发明运价；在企微回调线程同步调用；出单阶段再调本 mode。
 """
 
@@ -22,30 +22,58 @@ MODE = LlmMode.SHEET_MAP
 
 _PROMPT_CACHE: str | None = None
 
-# 清单原文片段 → 白名单 code（用于缺项检测；不要求全覆盖词典）
-_LABEL_TO_CODE: list[tuple[tuple[str, ...], str]] = [
-    (("提货地址", "Place of Receipt", "place of receipt"), "pickup_address"),
-    (("送货地址", "派送地址", "Place of Delivery", "place of delivery"), "delivery_address"),
-    (("货值", "Cargo Value", "cargo value"), "cargo_value"),
-    (("海关编码", "HS Code", "HS编码", "hs code"), "hs_code"),
-    (("油、电、磁", "油,电,磁", "油电磁", "IL, ELEC", "L,ELEC", "oil"), "oil_elec_mag"),
+# 清单原文片段 → 白名单 code（按运输方式过滤；关键词避免过短英文误报）
+_LABEL_TO_CODE_COMMON: list[tuple[tuple[str, ...], str]] = [
+    (("报价单编号", "询价单号", "RFQ No", "Quote No"), "quote_no"),
+    (("报价日期", "询价日期", "Inquiry Date", "Quote Date"), "quote_date"),
+    (("有效期至", "有效期", "Validity"), "valid_until"),
+    (("客户名称", "Customer Name", "Customer"), "customer_name"),
+    (("联系人", "Contact Person", "Contact Name"), "contact_name"),
+    (("电话", "Tel", "Phone", "Mobile"), "contact_phone"),
+    (("币别", "Currency"), "currency"),
+    (("业务员", "Sales"), "sales_name"),
+    (("品名", "Commodity", "Goods Description"), "commodity"),
+]
+
+_LABEL_TO_CODE_SEA: list[tuple[tuple[str, ...], str]] = [
+    (("提货地址", "Place of Receipt"), "pickup_address"),
+    (("送货地址", "派送地址", "Place of Delivery"), "delivery_address"),
+    (("货值", "Cargo Value"), "cargo_value"),
+    (("海关编码", "HS Code", "HS编码"), "hs_code"),
+    (("油、电、磁", "油,电,磁", "油电磁"), "oil_elec_mag"),
     (("特殊说明", "特别说明", "Special Remarks"), "special_remarks"),
-    (("要求货物到达", "Requested Arriv", "抵达时间"), "eta_request"),
-    (("运输时效", "Transit Time", "航程时间", "Navigation time"), "transit_time"),
-    (("船期", "Sailing", "Requested Sh"), "sailing_schedule"),
-    (("开船日", "On Board"), "on_board_date"),
-    (("船公司", "Shipping Line", "Shipping Co"), "shipping_line"),
+    (("要求货物到达", "Requested Arrival"), "eta_request"),
+    (("运输时效", "Transit Time", "航程时间"), "transit_time"),
+    (("船期", "Sailing Schedule"), "sailing_schedule"),
+    (("开船日", "On Board Date"), "on_board_date"),
+    (("船公司", "Shipping Line", "Shipping Company"), "shipping_line"),
     (("货好时间", "Cargo Ready"), "cargo_ready_date"),
-    (("贸易条款", "Terms"), "trade_terms"),
+    (("贸易条款", "Trade Terms", "Incoterms"), "trade_terms"),
     (("整柜或散货", "整柜或拼柜", "FCL or LCL"), "fcl_or_lcl"),
-    (("箱型", "柜量", "Type & Qty", "Cont."), "container_type_qty"),
-    (("起运港", "POL"), "pol"),
-    (("目的港", "POD"), "pod"),
-    (("品名", "Commodity"), "commodity"),
+    (("箱型箱量", "箱型", "柜量", "Type & Qty"), "container_type_qty"),
+    (("起运港", "Port of Loading", "POL"), "pol"),
+    (("目的港", "Port of Discharge", "POD"), "pod"),
     (("货物数量", "Quantity"), "quantity"),
-    (("询价日期", "Inquiry Date", "报价日期"), "quote_date"),
-    (("RFQ", "询价单号", "报价单编号"), "quote_no"),
-    (("有效期", "period"), "valid_until"),
+]
+
+_LABEL_TO_CODE_AIR: list[tuple[tuple[str, ...], str]] = [
+    (("起运地", "起运港", "Departure", "Origin Airport"), "origin"),
+    (("目的地", "目的港", "Destination Airport"), "destination"),
+    (("件数", "Pieces", "Pkgs"), "pieces"),
+    (("毛重", "重量", "Gross Weight", "Weight"), "weight_kg"),
+    (("体积", "Volume", "CBM"), "volume_cbm"),
+    (("计费重", "Chargeable Weight"), "chargeable_weight_kg"),
+    (("航班", "Flight"), "flight_no"),
+    (("中转机场", "Transfer Airport"), "transfer_airport"),
+    (("贸易条款", "Trade Terms", "Incoterms"), "trade_terms"),
+    (("特殊说明", "特别说明", "Special Remarks"), "special_remarks"),
+]
+
+_LABEL_TO_CODE_LAND: list[tuple[tuple[str, ...], str]] = [
+    (("始发地", "起运地", "发站", "Origin"), "origin"),
+    (("目的地", "到站", "Destination"), "destination"),
+    (("运输时效", "时效", "Transit Time"), "transit_time"),
+    (("特殊说明", "特别说明"), "special_remarks"),
 ]
 
 _SEA_FEE_MARKERS: list[tuple[tuple[str, ...], tuple[str, ...]]] = [
@@ -65,6 +93,33 @@ _SEA_FEE_MARKERS: list[tuple[tuple[str, ...], tuple[str, ...]]] = [
 ]
 
 
+def _labels_for_mode(mode: str) -> list[tuple[tuple[str, ...], str]]:
+    m = (mode or "sea").strip().lower()
+    out = list(_LABEL_TO_CODE_COMMON)
+    if m in ("sea", "海运"):
+        out.extend(_LABEL_TO_CODE_SEA)
+    elif m in ("air", "空运"):
+        out.extend(_LABEL_TO_CODE_AIR)
+    elif m in ("land", "陆运"):
+        out.extend(_LABEL_TO_CODE_LAND)
+    else:
+        out.extend(_LABEL_TO_CODE_SEA)
+    return out
+
+
+def _label_hit(blob: str, labels: tuple[str, ...]) -> bool:
+    """清单命中：中文标签直接包含；英文至少 4 字符，降低误报。"""
+    for lab in labels:
+        if not lab:
+            continue
+        if any("\u4e00" <= ch <= "\u9fff" for ch in lab):
+            if lab in blob:
+                return True
+        elif len(lab) >= 4 and lab.lower() in blob.lower():
+            return True
+    return False
+
+
 def mode_meta() -> dict[str, Any]:
     return {
         "mode": MODE.value,
@@ -178,7 +233,7 @@ def assess_mapping_gaps(payload: dict[str, Any], mapping: dict[str, Any] | None)
     """
     对照单元格清单，列出 mapping 明显缺口（中文说明，供补跑用户消息）。
 
-    不打外网。海运：费用段标题出现则要求对应 feeRegion；常见业务标签出现则要求 fields code。
+    不打外网。按运输方式过滤字段词典；海运另检查三段费用区。
     """
     blob = _inventory_blob(payload)
     if not blob.strip():
@@ -196,24 +251,280 @@ def assess_mapping_gaps(payload: dict[str, Any], mapping: dict[str, Any] | None)
         for r in fee_regions
         if isinstance(r, dict)
     ).lower()
+    route_regions = mapping.get("routeRegions") if isinstance(mapping.get("routeRegions"), list) else []
 
     gaps: list[str] = []
     mode = str(payload.get("transportMode") or payload.get("transport_mode") or "sea").strip().lower()
+    # 字段匹配用：去掉费用段标题，避免「目的港费用」误报成 pod 等字段缺口
+    field_blob = blob
     if mode in ("sea", "海运"):
         for markers, matchers in _SEA_FEE_MARKERS:
             if not any(m in blob for m in markers):
                 continue
             if not any(x in fee_blob for x in matchers):
                 gaps.append(f"费用区缺失：清单有「{markers[0]}」，须建对应 feeRegion")
+            for m in markers:
+                field_blob = field_blob.replace(m, " ")
+    elif mode in ("land", "陆运"):
+        # 陆运主表常见项目/线路矩阵：清单有「项目」或车型价列但无 routeRegions
+        if (
+            ("项目" in blob or "车型" in blob or "3T" in blob or "拼车" in blob)
+            and not route_regions
+        ):
+            gaps.append("线路区缺失：陆运表须建 routeRegions 承接线路/车型报价")
 
-    for labels, code in _LABEL_TO_CODE:
-        if code in field_codes:
+    # 陆运已建 routeRegions 时，始发地/目的地/时效常在线路矩阵列头，不再强制 fields
+    land_route_covered = mode in ("land", "陆运") and bool(route_regions)
+    land_skip_codes = {"origin", "destination", "transit_time"} if land_route_covered else set()
+
+    for labels, code in _labels_for_mode(mode):
+        if code in field_codes or code in land_skip_codes:
             continue
-        if any(lab in blob for lab in labels):
+        if _label_hit(field_blob, labels):
             gaps.append(f"字段缺失：清单有「{labels[0]}」→ 应映射 {code}")
     return gaps
 
 
+def merge_mapping_prefer_existing(
+    old_mapping: dict[str, Any] | None,
+    new_mapping: dict[str, Any] | None,
+    *,
+    cell_inventory: list[str] | None = None,
+) -> dict[str, Any]:
+    """
+    重新解析合并：费用/线路区按 id 旧优先；fields 对照单元格清单智能取舍。
+
+    规则：旧无→用新；新无→留旧；相同→留旧；旧坐标仍贴标签→留旧；
+    旧坐标对不上（清单里能看到该标签）→改用新坐标。无清单时保守旧优先。
+    """
+    new_mapping = dict(new_mapping or {})
+    old_mapping = old_mapping if isinstance(old_mapping, dict) else {}
+    out = dict(new_mapping)
+
+    new_fields = new_mapping.get("fields") if isinstance(new_mapping.get("fields"), dict) else {}
+    old_fields = old_mapping.get("fields") if isinstance(old_mapping.get("fields"), dict) else {}
+    new_meta = new_mapping.get("fieldMeta") if isinstance(new_mapping.get("fieldMeta"), dict) else {}
+    old_meta = old_mapping.get("fieldMeta") if isinstance(old_mapping.get("fieldMeta"), dict) else {}
+    meta_out: dict[str, Any] = dict(new_meta)
+
+    codes = set(str(k) for k in old_fields.keys()) | set(str(k) for k in new_fields.keys())
+    fields: dict[str, Any] = {}
+    inv = list(cell_inventory or [])
+    for code in codes:
+        old_cell = str(old_fields.get(code) or "").strip()
+        new_cell = str(new_fields.get(code) or "").strip()
+        kept_old = False
+        if not old_cell:
+            chosen = new_cell
+        elif not new_cell:
+            chosen = old_cell
+            kept_old = True
+        elif old_cell.lower() == new_cell.lower():
+            chosen = old_cell
+            kept_old = True
+        elif inv and _field_mapping_still_aligned(code, old_cell, inv):
+            chosen = old_cell
+            kept_old = True
+        elif inv:
+            chosen = new_cell
+            logger.info("映射坐标纠偏 code=%s old=%s -> new=%s", code, old_cell, new_cell)
+        else:
+            chosen = old_cell
+            kept_old = True
+        if chosen:
+            fields[code] = chosen
+        if kept_old and isinstance(old_meta.get(code), dict):
+            meta_out[code] = dict(old_meta[code])
+    out["fields"] = fields
+    if meta_out:
+        out["fieldMeta"] = meta_out
+
+    out["feeRegions"] = _merge_regions_by_id(
+        old_mapping.get("feeRegions"), new_mapping.get("feeRegions")
+    )
+    out["routeRegions"] = _merge_regions_by_id(
+        old_mapping.get("routeRegions"), new_mapping.get("routeRegions")
+    )
+    return out
+
+
+# 与主账 FILL_BY_LABEL 对齐的常用码→标签（智能合并校验用）
+_FIELD_LABELS: dict[str, tuple[str, ...]] = {
+    "quote_no": ("RFQ No", "报价单编号", "报价编号"),
+    "quote_date": ("询价日期", "报价日期", "Inquiry Date"),
+    "pol": ("起运港", "POL"),
+    "pod": ("目的港", "POD"),
+    "commodity": ("品名", "货物品名", "Commodity"),
+    "quantity": ("货物数量", "货量"),
+    "fcl_or_lcl": ("整柜或拼柜",),
+    "container_type_qty": ("箱型箱量",),
+    "valid_until": ("报价有效期", "有效期至"),
+    "total_amount": ("费用总计", "报价合计"),
+    "origin": ("始发地", "始发站", "起运地"),
+    "destination": ("目的地",),
+}
+
+
+def _parse_inventory_line(line: str) -> tuple[str, str, str] | None:
+    """地址 | 原文 | 合并 | 色 → (full_addr, text, merge)。"""
+    parts = [p.strip() for p in str(line or "").split("|")]
+    if len(parts) < 2:
+        return None
+    return parts[0], parts[1], parts[2] if len(parts) > 2 else "-"
+
+
+def _col_index(letter: str) -> int:
+    n = 0
+    for ch in (letter or "").upper():
+        if "A" <= ch <= "Z":
+            n = n * 26 + (ord(ch) - ord("A") + 1)
+    return max(n - 1, 0)
+
+
+def _split_addr(full: str) -> tuple[str, int, int] | None:
+    """Sheet!B3 → (sheet, row0, col0)。"""
+    text = (full or "").strip()
+    if "!" not in text:
+        return None
+    sheet, addr = text.split("!", 1)
+    m = re.match(r"^\$?([A-Za-z]+)\$?(\d+)$", addr.strip())
+    if not m:
+        return None
+    return sheet, int(m.group(2)) - 1, _col_index(m.group(1))
+
+
+def _merge_end_col(merge: str, fallback_col: int) -> int:
+    """A3:C3 → 末列 index；无合并返回 fallback。"""
+    m = (merge or "").strip()
+    if not m or m == "-":
+        return fallback_col
+    # 可能是 A3:C3 或 Sheet!A3:C3
+    if "!" in m:
+        m = m.split("!", 1)[1]
+    if ":" not in m:
+        return fallback_col
+    end = m.split(":", 1)[1].strip()
+    mm = re.match(r"^\$?([A-Za-z]+)\$?(\d+)$", end)
+    if not mm:
+        return fallback_col
+    return _col_index(mm.group(1))
+
+
+def _text_looks_like_label(text: str, labels: tuple[str, ...]) -> bool:
+    norm = (text or "").replace("：", ":").strip()
+    if not norm:
+        return False
+    primary = norm.split("/")[0].strip()
+    upper = norm.upper()
+    for lb in labels:
+        if not lb:
+            continue
+        if norm.lower().startswith(lb.lower()) or primary.lower().startswith(lb.lower()):
+            return True
+        if len(lb) >= 3 and lb.upper() in upper:
+            return True
+    return False
+
+
+def _field_mapping_still_aligned(code: str, cell_ref: str, inventory: list[str]) -> bool:
+    """
+    旧坐标是否仍可贴标签。
+
+    quote_no：贴着 RFQ 的 B3 常是 Port to Port / 工作天单选，不算对齐。
+    """
+    labels = _FIELD_LABELS.get(str(code), ())
+    if not labels:
+        return True
+    parsed = _split_addr(cell_ref)
+    if not parsed:
+        return False
+    sheet, row, col = parsed
+    rows: list[tuple[str, int, int, str, str]] = []
+    mapped_text = ""
+    for line in inventory:
+        one = _parse_inventory_line(line)
+        if not one:
+            continue
+        addr, text, merge = one
+        sp = _split_addr(addr)
+        if not sp or sp[0] != sheet:
+            continue
+        rows.append((addr, sp[1], sp[2], text, merge))
+        if sp[1] == row and sp[2] == col:
+            mapped_text = text
+            if _text_looks_like_label(text, labels):
+                return True
+    if _is_unsuitable_value_cell(mapped_text):
+        return False
+    if str(code) == "quote_no" and mapped_text.strip() and not _looks_like_quote_no(mapped_text):
+        return False
+    saw = False
+    for _addr, r, c, text, merge in rows:
+        if not _text_looks_like_label(text, labels):
+            continue
+        saw = True
+        if r == row and c == col:
+            return True
+        end_col = _merge_end_col(merge, c)
+        if r == row:
+            gap = col - end_col
+            if 1 <= gap <= 3 and (not mapped_text.strip() or _looks_like_quote_no(mapped_text)):
+                return True
+            if str(code) == "quote_no" and gap > 3 and (
+                not mapped_text.strip() or _looks_like_quote_no(mapped_text)
+            ):
+                return True
+    return not saw
+
+
+def _is_unsuitable_value_cell(text: str) -> bool:
+    t = (text or "").replace("：", ":").strip()
+    if not t:
+        return False
+    lower = t.lower()
+    if any(x in t for x in ("○", "●", "⊙", "□", "☑")):
+        return True
+    if "port to port" in lower or "door to door" in lower:
+        return True
+    if "工作天" in t or "工作日" in t or "回复" in t:
+        return True
+    if "其它" in t and ("天" in t or "回复" in t or "Port" in t):
+        return True
+    return False
+
+
+def _looks_like_quote_no(text: str) -> bool:
+    t = (text or "").strip()
+    if not t or len(t) > 40:
+        return False
+    import re as _re
+
+    if _re.match(r"(?i)WO\d{6,}", t) or _re.match(r"(?i)W0\d{6,}", t):
+        return True
+    if _re.match(r"(?i)RFQ[-_]?[A-Z0-9]+", t):
+        return True
+    return bool(_re.match(r"[A-Z]{1,5}[-_]?\d{8,}", t))
+
+
+def _merge_regions_by_id(old_arr: Any, new_arr: Any) -> list[dict[str, Any]]:
+    """区域按 id 合并：旧整段保留，新 id 追加。"""
+    out: list[dict[str, Any]] = []
+    seen: set[str] = set()
+    for src in (old_arr, new_arr):
+        if not isinstance(src, list):
+            continue
+        for item in src:
+            if not isinstance(item, dict):
+                continue
+            rid = str(item.get("id") or "").strip()
+            if rid and rid in seen:
+                continue
+            if rid:
+                seen.add(rid)
+            out.append(dict(item))
+    return out
+
+
 def invoke_shell(*, payload: dict[str, Any]) -> dict[str, Any]:
     """
     无网/单测入口：若带 assistant_json 则直接解析；否则返回未实现。
@@ -273,10 +584,12 @@ def invoke_sheet_map(
     *,
     allow_network: bool = False,
     chat_fn: Optional[Any] = None,
-    timeout_seconds: float = 180.0,
+    timeout_seconds: float = 240.0,
+    max_rounds: int = 3,
 ) -> dict[str, Any]:
     """
-    调用千问产出 mappingJson；若对照清单有明显缺口，再补跑一轮（最多 2 次 chat）。
+    调用千问产出 mappingJson；对照清单有缺口则补跑，最多 max_rounds 轮（默认 3），
+    目标一次流程内尽量齐全，缺口写进 mappingGaps。
 
     allow_network=False 且无 chat_fn：不打外网。
     副作用：可能出站 HTTPS；应在 Worker HTTP 槽内调用。
@@ -293,36 +606,54 @@ def invoke_sheet_map(
     else:
         chat = chat_fn
 
+    rounds_cap = max(1, min(int(max_rounds or 3), 4))
     first = _chat_once(chat=chat, payload=payload, gaps=None)
     if not first.get("ok"):
         return first
 
     mapping = first["mapping"]
-    gaps = assess_mapping_gaps(payload, mapping)
     rounds = 1
-    if gaps:
-        logger.info(
-            "sheet_map gaps versionId=%s n=%s sample=%s",
-            payload.get("versionId"),
-            len(gaps),
-            gaps[:5],
-        )
-        second = _chat_once(chat=chat, payload=payload, gaps=gaps)
-        rounds = 2
-        if second.get("ok") and second.get("mapping"):
-            mapping = second["mapping"]
-            # 第二轮仍失败结构时保留第一轮
-        elif not second.get("ok"):
-            logger.warning(
-                "sheet_map 补跑失败，保留第一轮 versionId=%s err=%s",
-                payload.get("versionId"),
-                second.get("error"),
-            )
-
     remaining = assess_mapping_gaps(payload, mapping)
-    # 缺口落进 mappingJson，主账/后台可直接展示「表上有、未映射上」
+    # 有缺口就补跑，直到齐、轮次用尽、或本轮未减少缺口
+    while remaining and rounds < rounds_cap:
+        logger.info(
+            "sheet_map gaps versionId=%s round=%s n=%s sample=%s",
+            payload.get("versionId"),
+            rounds,
+            len(remaining),
+            remaining[:5],
+        )
+        nxt = _chat_once(chat=chat, payload=payload, gaps=remaining)
+        rounds += 1
+        if not (nxt.get("ok") and nxt.get("mapping")):
+            logger.warning(
+                "sheet_map 补跑失败，保留上一轮 versionId=%s err=%s",
+                payload.get("versionId"),
+                nxt.get("error"),
+            )
+            break
+        mapping = nxt["mapping"]
+        after = assess_mapping_gaps(payload, mapping)
+        if len(after) >= len(remaining):
+            # 未继续收敛则停止，避免空转烧额度
+            logger.info(
+                "sheet_map gaps 未收敛 versionId=%s before=%s after=%s stop",
+                payload.get("versionId"),
+                len(remaining),
+                len(after),
+            )
+            remaining = after
+            break
+        remaining = after
+
+    # 缺口落进 mappingJson；齐全时清空 AI 自报未映射，避免列表角标被说明性标签抬高
     if isinstance(mapping, dict):
         mapping["mappingGaps"] = list(remaining)
+        if not remaining:
+            mapping["unmappedRequired"] = []
+            mapping["unmappedLabels"] = []
+        elif not isinstance(mapping.get("unmappedLabels"), list):
+            mapping["unmappedLabels"] = []
     logger.info(
         "sheet_map ok versionId=%s rounds=%s fields=%s feeRegions=%s routeRegions=%s remain_gaps=%s",
         payload.get("versionId"),

inquiry-agent/agent/policy/air_group_ops.py

@@ -539,12 +539,28 @@ def apply_air_deal(
                 copy.ticket_locked(work_order_no=ticket_no(ticket), status=ticket_status(ticket)),
             )
             return "ticket_locked"
-    result = flow.ledger.transition(work_order_no=ticket_no(ticket), to_status=outcome) or {}
+    from agent.policy.deal_outcome import finish_deal_outcome
+    from agent.policy.sea_group_ops import facts_of_group
+
+    view = ticket_view(ticket)
+    result = finish_deal_outcome(
+        ledger=flow.ledger,
+        work_order_no=ticket_no(ticket),
+        outcome=outcome,
+        facts=facts_of_group(view),
+        quote=dict(view.get("quote") or {}),
+        business_line="AIR",
+        sales_name=str(view.get("sales_name") or ""),
+    )
     if not result.get("ok"):
         send_group_text(group_client_of(flow), chat_id, "主账状态更新失败，成交结果未入账。")
         return "ledger_fail"
-    send_group_text(group_client_of(flow), chat_id, copy.deal_ack(outcome, ticket_no(ticket)))
-    return "done"
+    send_group_text(
+        group_client_of(flow),
+        chat_id,
+        copy.deal_ack(outcome, ticket_no(ticket), str(result.get("next_followup_at") or "")),
+    )
+    return str(result.get("phase") or "done")
 
 
 def apply_air_lock(

inquiry-agent/agent/policy/air_text_flow.py

@@ -322,6 +322,8 @@ class AirTextInquiryFlow:
             allowed = (copy.BTN_ADOPT_EXCEL, copy.BTN_ADOPT_PDF, copy.BTN_REJECT)
         elif phase == "wait_deal":
             allowed = (copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE)
+        elif phase == "wait_lost_reason":
+            allowed = ()
         return FlowSession(
             sender_id=sender_id,
             thread_id=sender_id,
@@ -333,11 +335,17 @@ class AirTextInquiryFlow:
             status=status,
             allowed=allowed,
             wait_version=1,
+            invited_sales_name=str(view.get("sales_name") or view.get("salesName") or ""),
+            collab_chat_id=str(view.get("collab_chat_id") or ""),
         )
 
     def _infer_wait_phase(self, *, status: str, quote: dict[str, Any]) -> str:
-        if status in {"已成交", "未成交", "协商中", "已关闭"}:
+        if status in {"已成交", "已关闭"}:
             return "done"
+        if status == "未成交":
+            return "wait_lost_reason"
+        if status == "协商中":
+            return "wait_deal"
         if status == "已报价" and quote:
             return "wait_adopt"
         return "tms_miss"
@@ -413,6 +421,9 @@ class AirTextInquiryFlow:
             # 成交卡已经绑在报价文件那条出站上。这里再发一张独立卡，
             # 会在文件还在上传时被另一条出站线程抢走，销售又先看到成交跟进。
             return "wait_deal"
+        if sess.phase == "wait_lost_reason":
+            reply(copy.deal_ack("未成交", sess.work_order_no))
+            return "wait_lost_reason"
         if sess.phase == "done":
             reply(copy.deal_ack(sess.status or "已关闭", sess.work_order_no))
             return "done"
@@ -462,6 +473,13 @@ class AirTextInquiryFlow:
                 reply=reply,
                 card_meta=inbound_raw,
             )
+        # 未成交后下一句任意文字即原因；完整新询价（注入字段）则空着原因开新单。
+        if (
+            sess
+            and sess.phase == "wait_lost_reason"
+            and not (injected_facts and injected_mode)
+        ):
+            return self._capture_lost_reason(sess, text, reply)
 
         snap = extract_inquiry_snapshot(
             text,
@@ -1056,15 +1074,48 @@ class AirTextInquiryFlow:
     ) -> 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)
+        from agent.policy.deal_outcome import finish_deal_outcome
+
+        result = finish_deal_outcome(
+            ledger=self._ledger,
+            work_order_no=sess.work_order_no,
+            outcome=status,
+            facts=sess.facts,
+            quote=sess.quote,
+            business_line=sess.business_line,
+            sales_name=sess.invited_sales_name,
+        )
         if not result.get("ok"):
             reply("主账状态更新失败，成交结果未入账。")
             return "ledger_fail"
+        phase = str(result.get("phase") or "done")
         sess.status = status
+        sess.phase = phase
+        if phase == "wait_deal":
+            sess.allowed = (copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE)
+        else:
+            sess.allowed = ()
+        sess.wait_version += 1
+        self._save(sess)
+        reply(copy.deal_ack(status, sess.work_order_no, str(result.get("next_followup_at") or "")))
+        return phase
+
+    def _capture_lost_reason(self, sess: FlowSession, text: str, reply: ReplyFn) -> str:
+        """私聊未成交后收下原因，不再追问。"""
+        from agent.policy.deal_outcome import capture_lost_reason
+
+        result = capture_lost_reason(
+            ledger=self._ledger,
+            work_order_no=sess.work_order_no,
+            reason=text,
+        )
+        if not result.get("ok"):
+            reply("未成交原因没有记下，请再发一句。")
+            return "wait_lost_reason"
         sess.phase = "done"
         sess.allowed = ()
         self._save(sess)
-        reply(copy.deal_ack(status, sess.work_order_no))
+        reply(copy.lost_reason_ack(text))
         return "done"
 
     def mark_wait_deal(self, sender_id: str, work_order_no: str) -> None:

inquiry-agent/agent/policy/deal_followup.py

@@ -0,0 +1,210 @@
+"""
+成交跟进纯规则：工作日顺延、线路对负责人。
+
+本文件职责：给私聊/群聊成交共用，不发企微、不写主账。
+禁止：在回调线程算完还同步推负责人；把六态写进本文件。
+"""
+
+from __future__ import annotations
+
+from datetime import date, datetime, timedelta, time
+from typing import Any, Iterable
+from zoneinfo import ZoneInfo
+
+from agent.schema.tms_air_query import resolve_airport_code
+
+SHANGHAI = ZoneInfo("Asia/Shanghai")
+
+# 法定休息日（不含调休上班）。调休日放进 MAKEUP_WORKDAYS，周末也算工作日。
+_HOLIDAYS = frozenset(
+    {
+        # 2026
+        date(2026, 1, 1),
+        date(2026, 1, 2),
+        date(2026, 1, 3),
+        date(2026, 2, 15),
+        date(2026, 2, 16),
+        date(2026, 2, 17),
+        date(2026, 2, 18),
+        date(2026, 2, 19),
+        date(2026, 2, 20),
+        date(2026, 2, 21),
+        date(2026, 2, 22),
+        date(2026, 2, 23),
+        date(2026, 4, 4),
+        date(2026, 4, 5),
+        date(2026, 4, 6),
+        date(2026, 5, 1),
+        date(2026, 5, 2),
+        date(2026, 5, 3),
+        date(2026, 5, 4),
+        date(2026, 5, 5),
+        date(2026, 6, 19),
+        date(2026, 6, 20),
+        date(2026, 6, 21),
+        date(2026, 9, 25),
+        date(2026, 9, 26),
+        date(2026, 9, 27),
+        date(2026, 10, 1),
+        date(2026, 10, 2),
+        date(2026, 10, 3),
+        date(2026, 10, 4),
+        date(2026, 10, 5),
+        date(2026, 10, 6),
+        date(2026, 10, 7),
+        date(2026, 10, 8),
+        # 2027 元旦预留
+        date(2027, 1, 1),
+        date(2027, 1, 2),
+        date(2027, 1, 3),
+    }
+)
+
+# 周末调休上班：算工作日。
+_MAKEUP_WORKDAYS = frozenset(
+    {
+        date(2026, 1, 4),
+        date(2026, 2, 14),
+        date(2026, 2, 28),
+        date(2026, 5, 9),
+        date(2026, 10, 10),
+    }
+)
+
+
+def is_workday(day: date) -> bool:
+    """周六日默认休息；法定假休息；调休上班算工作日。"""
+    if day in _HOLIDAYS:
+        return False
+    if day in _MAKEUP_WORKDAYS:
+        return True
+    return day.weekday() < 5
+
+
+def shift_workdays(start: date, count: int) -> date:
+    """
+    从 start 当天之后数 count 个工作日。
+
+    成交选协商中：顺延 3 个工作日后，第四个工作日再问，故 count=4。
+    """
+    if count < 1:
+        return start
+    cur = start
+    seen = 0
+    while seen < count:
+        cur = cur + timedelta(days=1)
+        if is_workday(cur):
+            seen += 1
+    return cur
+
+
+def next_followup_at(now: datetime | None = None) -> datetime:
+    """第四个工作日 Asia/Shanghai 09:00。"""
+    base = now.astimezone(SHANGHAI) if now else datetime.now(SHANGHAI)
+    day = shift_workdays(base.date(), 4)
+    return datetime.combine(day, time(9, 0), tzinfo=SHANGHAI)
+
+
+def _split_routes(raw: str) -> list[str]:
+    out: list[str] = []
+    for part in (raw or "").replace("，", ",").replace("、", ",").split(","):
+        t = part.strip()
+        if t:
+            out.append(t)
+    return out
+
+
+def air_route_keys(facts: dict[str, str] | None) -> set[str]:
+    """本单可对上的空运线路名：三字码对 + 目的港。"""
+    src = dict(facts or {})
+    origin = resolve_airport_code(str(src.get("起运港") or src.get("originCode") or ""))
+    dest = resolve_airport_code(str(src.get("目的港") or src.get("destinationCode") or ""))
+    keys: set[str] = set()
+    if dest:
+        keys.add(dest)
+    if origin and dest:
+        keys.add(f"{origin}-{dest}")
+    return keys
+
+
+def _is_waicai(facts: dict[str, str] | None) -> bool:
+    src = dict(facts or {})
+    for key in ("外采", "是否外采", "采购方式"):
+        val = str(src.get(key) or "").strip().lower()
+        if val in {"1", "是", "true", "yes", "外采"}:
+            return True
+    blob = "".join(str(v) for v in src.values())
+    return "外采" in blob
+
+
+def leader_matches(
+    *,
+    role_code: str,
+    routes: str,
+    is_leader: bool,
+    business_line: str,
+    facts: dict[str, str] | None,
+) -> bool:
+    """
+    员工管理「是负责人 + 负责线路对得上」。
+
+    海运：海运全线。陆运：线路类别整词。空运：三字码对 / 目的港 / 全线；外采须工单标明。
+    """
+    if not is_leader:
+        return False
+    line = (business_line or "").strip().upper()
+    code = (role_code or "").strip().lower()
+    tokens = _split_routes(routes)
+    if line == "SEA":
+        return code == "sea" and "海运全线" in tokens
+    if line == "LAND":
+        want = str((facts or {}).get("线路类别") or "").strip()
+        return code == "land" and bool(want) and want in tokens
+    if line == "AIR":
+        if code != "air":
+            return False
+        if "全线" in tokens:
+            return True
+        if "外采-空运" in tokens and _is_waicai(facts):
+            return True
+        keys = air_route_keys(facts)
+        return any(t in keys for t in tokens)
+    return False
+
+
+def pick_leaders(
+    staff: Iterable[dict[str, Any]],
+    *,
+    business_line: str,
+    facts: dict[str, str] | None,
+) -> list[dict[str, str]]:
+    """从员工行筛出该推的负责人（启用且有企微 id）。"""
+    out: list[dict[str, str]] = []
+    seen: set[str] = set()
+    for row in staff:
+        if str(row.get("status") or "active").lower() != "active":
+            continue
+        wecom = str(row.get("wecomId") or row.get("wecom_id") or "").strip()
+        if not wecom or wecom in seen:
+            continue
+        leader_flag = row.get("isLeader")
+        if leader_flag is None:
+            leader_flag = row.get("is_leader")
+        is_leader = leader_flag in {True, 1, "1", "true", "True"}
+        if not leader_matches(
+            role_code=str(row.get("roleCode") or row.get("role_code") or ""),
+            routes=str(row.get("routes") or ""),
+            is_leader=bool(is_leader),
+            business_line=business_line,
+            facts=facts,
+        ):
+            continue
+        seen.add(wecom)
+        out.append(
+            {
+                "name": str(row.get("name") or "").strip(),
+                "wecomId": wecom,
+                "roleCode": str(row.get("roleCode") or row.get("role_code") or ""),
+            }
+        )
+    return out

inquiry-agent/agent/policy/deal_outcome.py

@@ -0,0 +1,160 @@
+"""
+成交三态落地：改主账六态、推负责人、收下未成交原因、排协商再问。
+
+本文件职责：私聊/群聊共用。不在回调线程等 LLM。推送只入 outbox。
+禁止：把图成功当主账成功；成交失败还去推负责人；未成交推负责人。
+"""
+
+from __future__ import annotations
+
+import logging
+from typing import Any, Callable, Optional
+
+from agent.config import get_settings
+from agent.policy import inquiry_copy as copy
+from agent.policy.deal_followup import next_followup_at, pick_leaders
+
+logger = logging.getLogger(__name__)
+
+EnqueueFn = Callable[..., tuple[bool, str]]
+
+
+def notify_app_ready() -> bool:
+    """询价消息服务已配 AgentId+Secret 才推。空则只成交不推。"""
+    settings = get_settings()
+    return bool(
+        str(getattr(settings, "wecom_notify_agent_id", "") or "").strip()
+        and str(getattr(settings, "wecom_notify_secret", "") or "").strip()
+    )
+
+
+def _role_of(business_line: str) -> str:
+    line = (business_line or "").strip().upper()
+    if line == "SEA":
+        return "sea"
+    if line == "LAND":
+        return "land"
+    return "air"
+
+
+def _enqueue_default(
+    *,
+    touser: str,
+    content: str,
+    dedupe_key: str,
+    payload: dict[str, Any],
+) -> tuple[bool, str]:
+    from agent.channel.queue import get_message_store
+
+    return get_message_store().enqueue_outbound(
+        touser=touser,
+        content=content,
+        dedupe_key=dedupe_key,
+        payload=payload,
+    )
+
+
+def finish_deal_outcome(
+    *,
+    ledger: Any,
+    work_order_no: str,
+    outcome: str,
+    facts: dict[str, str] | None,
+    quote: dict[str, Any] | None,
+    business_line: str,
+    sales_name: str = "",
+    enqueue: Optional[EnqueueFn] = None,
+    notify_ready: Optional[bool] = None,
+) -> dict[str, Any]:
+    """
+    先入主账，再按结果推人或排再问。
+
+    返回 ok / phase / notify_summary。phase：
+    已成交 done；未成交 wait_lost_reason；协商中 wait_deal。
+    """
+    no = (work_order_no or "").strip()
+    status = (outcome or "").strip()
+    extra: dict[str, Any] = {}
+    summary = ""
+    if status == "协商中":
+        extra["next_followup_at"] = next_followup_at().strftime("%Y-%m-%d %H:%M:%S")
+    if status == "已成交":
+        staff: list[dict[str, Any]] = []
+        lister = getattr(ledger, "list_staff_by_role", None)
+        if callable(lister):
+            try:
+                staff = list(lister(role_code=_role_of(business_line)) or [])
+            except Exception:
+                logger.exception("成交匹配负责人失败 wo=%s", no)
+        leaders = pick_leaders(staff, business_line=business_line, facts=facts)
+        ready = notify_app_ready() if notify_ready is None else bool(notify_ready)
+        if not leaders:
+            summary = "无匹配负责人"
+        elif not ready:
+            summary = "通知未发出"
+        else:
+            names = [str(x.get("name") or x.get("wecomId") or "").strip() for x in leaders]
+            summary = "已推：" + "、".join(n for n in names if n)
+            sender = enqueue or _enqueue_default
+            payload = copy.deal_notify_wecom_payload(
+                work_order_no=no,
+                sales_name=sales_name,
+                facts=facts or {},
+                quote=quote or {},
+                business_line=business_line,
+            )
+            text = copy.deal_notify_card(
+                work_order_no=no,
+                sales_name=sales_name,
+                facts=facts or {},
+                quote=quote or {},
+                business_line=business_line,
+            )
+            for row in leaders:
+                uid = str(row.get("wecomId") or "").strip()
+                if not uid:
+                    continue
+                try:
+                    ok, info = sender(
+                        touser=uid,
+                        content=text,
+                        dedupe_key=f"deal-notify:{no}:{uid}",
+                        payload=dict(payload),
+                    )
+                    if not ok:
+                        logger.warning("成交通知入队失败 wo=%s uid=%s info=%s", no, uid, info)
+                except Exception:
+                    logger.exception("成交通知入队异常 wo=%s uid=%s", no, uid)
+        extra["deal_notify_summary"] = summary
+        extra["remark"] = summary
+    writer = getattr(ledger, "transition", None)
+    if not callable(writer):
+        return {"ok": False, "error": "no_transition", "phase": "ledger_fail"}
+    result = writer(work_order_no=no, to_status=status, **extra) or {}
+    if not result.get("ok"):
+        return {"ok": False, "error": result.get("error") or "transition_failed", "phase": "ledger_fail"}
+    if status == "未成交":
+        phase = "wait_lost_reason"
+    elif status == "协商中":
+        phase = "wait_deal"
+    else:
+        phase = "done"
+    return {
+        "ok": True,
+        "phase": phase,
+        "notify_summary": summary,
+        "status": status,
+        "next_followup_at": str(extra.get("next_followup_at") or ""),
+    }
+
+
+def capture_lost_reason(*, ledger: Any, work_order_no: str, reason: str) -> dict[str, Any]:
+    """把销售下一句写进未成交原因。"""
+    text = (reason or "").strip()
+    no = (work_order_no or "").strip()
+    if not no or not text:
+        return {"ok": False, "error": "blank"}
+    patcher = getattr(ledger, "patch_lost_reason", None)
+    if not callable(patcher):
+        return {"ok": False, "error": "no_patch"}
+    return patcher(work_order_no=no, lost_reason=text) or {"ok": False}

inquiry-agent/agent/policy/inquiry_copy.py

@@ -1732,12 +1732,104 @@ def group_deal_mention(*, sales_name: str, work_order_no: str) -> str:
     return group_deal_followup(sales_name=sales_name, work_order_no=work_order_no)
 
 
-def deal_ack(outcome: str, work_order_no: str) -> str:
+def deal_ack(outcome: str, work_order_no: str, next_followup_at: str = "") -> str:
+    """成交三态回执。协商中写明顺延三个工作日和下次再问的月日 9：00。"""
     if outcome == "已成交":
         return f"已记录为「已成交」。工单 {work_order_no} 已关闭智能体跟进。"
     if outcome == "未成交":
         return "已记录为「未成交」。请补充未成交原因。"
-    return f"已记录为「协商中」。工单 {work_order_no} 跟进周期已顺延。"
+    when = _followup_month_day(next_followup_at)
+    if when:
+        return f"已记录为「协商中」。已顺延三个工作日，{when}的9：00再次发起成交状态询问。"
+    return "已记录为「协商中」。已顺延三个工作日，第四个工作日早上9：00再次发起成交状态询问。"
+
+
+def _followup_month_day(raw: str) -> str:
+    """把主账再问时刻收成「9月24日」。"""
+    from datetime import datetime
+
+    text = (raw or "").strip()
+    if not text:
+        return ""
+    for fmt, n in (("%Y-%m-%d %H:%M:%S", 19), ("%Y-%m-%d", 10)):
+        try:
+            dt = datetime.strptime(text[:n], fmt)
+            return f"{dt.month}月{dt.day}日"
+        except ValueError:
+            continue
+    return ""
+
+
+def lost_reason_ack(reason: str = "") -> str:
+    """收下未成交原因后回显原句，不再追问。"""
+    text = (reason or "").strip()
+    if text.endswith(("。", ".", "！", "!", "？", "?")):
+        return f"已记下未成交原因：{text}"
+    return f"已记下未成交原因：{text}。" if text else "已记下未成交原因。"
+
+
+def deal_notify_card(
+    *,
+    work_order_no: str,
+    sales_name: str,
+    facts: dict[str, str] | None,
+    quote: dict[str, Any] | None,
+    business_line: str,
+) -> str:
+    """成交通知文字兜底：方案卡压缩。不写销售，避免标题出现「销售 销售」。"""
+    no = (work_order_no or "").strip()
+    _ = sales_name
+    mode = scheme_transport_mode(business_line)
+    rows = scheme_horizontal_rows(
+        work_order_no=no,
+        facts=dict(facts or {}),
+        quote=dict(quote or {}),
+        transport_mode=mode,
+    )
+    lines = [f"成交通知 工单 {no}"]
+    lines.extend(f"{row['keyname']}：{row['value']}" for row in rows)
+    return "\n".join(lines)
+
+
+def deal_notify_wecom_payload(
+    *,
+    work_order_no: str,
+    sales_name: str,
+    facts: dict[str, str] | None,
+    quote: dict[str, Any] | None,
+    business_line: str,
+) -> dict[str, Any]:
+    """
+    成交通知卡：走询价消息服务，不走询价小助手。
+
+    字段按报价方案卡压缩，避免超过 6 格。标题不写销售。
+    """
+    no = (work_order_no or "").strip()
+    _ = sales_name
+    mode = scheme_transport_mode(business_line)
+    rows = scheme_horizontal_rows(
+        work_order_no=no,
+        facts=dict(facts or {}),
+        quote=dict(quote or {}),
+        transport_mode=mode,
+    )
+    from agent.config import get_settings
+
+    base = str(getattr(get_settings(), "public_base_url", "") or "").strip().rstrip("/")
+    action_url = base or "https://work.weixin.qq.com"
+    return {
+        "msgtype": "template_card",
+        "wecom_app": "notify",
+        "template_card": {
+            "card_type": "text_notice",
+            "source": {"desc": "成交通知", "desc_color": 0},
+            "main_title": {
+                "title": f"成交通知 工单 {no}",
+            },
+            "horizontal_content_list": rows,
+            "card_action": {"type": 1, "url": action_url},
+        },
+    }
 
 
 def air_need_work_order() -> str:

inquiry-agent/agent/policy/land_text_flow.py

@@ -91,6 +91,13 @@ class LandTextInquiryFlow(SeaTextInquiryFlow):
                 reply=reply,
                 sess=sess,
             )
+        # 未成交后下一句任意文字即原因。不能走下面的 new_over_old，否则会当新询价丢掉。
+        if (
+            sess
+            and sess.phase == "wait_lost_reason"
+            and not (injected_facts and injected_mode)
+        ):
+            return self._capture_lost_reason(sess, text, reply)
         if sess and phase not in _LAND_FRONT:
             # 查价后半段书签还在时，销售又发新陆运：只走陆运前半段。
             # 禁止再 super 去海运 on_text，海运会把 LAND 转回来，递归到死、一句都不回。

inquiry-agent/agent/policy/sea_group_ops.py

@@ -64,6 +64,7 @@ def ticket_view(ticket: object) -> dict[str, Any]:
             view.get("productNames") or view.get("product_names") or [],
         )
         view.setdefault("sales_name", view.get("salesName") or view.get("sales_name") or "")
+        view.setdefault("lost_reason", view.get("lostReason") or view.get("lost_reason") or "")
         facts = dict(view.get("collab_facts") or view.get("collabFacts") or {})
         view.setdefault("collab_facts", facts)
         flag = str(facts.get("__ended") or view.get("collab_ended") or view.get("collabEnded") or "").strip().lower()
@@ -89,6 +90,7 @@ def ticket_view(ticket: object) -> dict[str, Any]:
         "product_ids": list(getattr(ticket, "product_ids", []) or []),
         "product_names": list(getattr(ticket, "product_names", []) or []),
         "sales_name": str(getattr(ticket, "sales_name", "") or ""),
+        "lost_reason": str(getattr(ticket, "lost_reason", "") or ""),
     }
 
 
@@ -987,18 +989,75 @@ def apply_group_deal(
     if not (quote.get("total") or _quote_fee_rows(quote) or status_now in {"已报价", "协商中"}):
         send_group_text(client, chat_id, copy.group_deal_need_quote())
         return "deal_need_quote"
-    writer = getattr(flow.ledger, "transition", None)
-    if callable(writer):
-        result = writer(work_order_no=no, to_status=outcome) or {}
-        if not result.get("ok"):
-            send_group_text(client, chat_id, "主账状态更新失败，成交结果未入账。")
-            return "ledger_fail"
+    from agent.policy.deal_outcome import finish_deal_outcome
+
+    result = finish_deal_outcome(
+        ledger=flow.ledger,
+        work_order_no=no,
+        outcome=outcome,
+        facts=facts_of_group(view, sess),
+        quote=quote,
+        business_line=str(view.get("business_line") or (sess.business_line if sess else "SEA") or "SEA"),
+        sales_name=str(view.get("sales_name") or (getattr(sess, "invited_sales_name", "") if sess else "") or ""),
+    )
+    if not result.get("ok"):
+        send_group_text(client, chat_id, "主账状态更新失败，成交结果未入账。")
+        return "ledger_fail"
+    phase = str(result.get("phase") or "done")
     if sess is not None:
         sess.status = outcome
+        sess.phase = phase
+        if phase == "wait_deal":
+            sess.allowed = (copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE)
+        else:
+            sess.allowed = ()
+        flow._save(sess)
+    send_group_text(client, chat_id, copy.deal_ack(outcome, no, str(result.get("next_followup_at") or "")))
+    return phase
+
+
+def facts_of_group(view: dict[str, Any], sess: Any = None) -> dict[str, str]:
+    """主账字段打底，书签覆盖；给负责人匹配和成交通知卡用。"""
+    facts = dict(view.get("facts") or {})
+    if sess is not None and getattr(sess, "facts", None):
+        facts.update(dict(sess.facts or {}))
+    return facts
+
+
+def capture_group_lost_reason(
+    *,
+    flow: Any,
+    ticket: object,
+    sender_id: str,
+    text: str,
+    sess: Any = None,
+) -> str:
+    """
+    群里未成交后，本单销售下一句任意文字即原因。
+    空运群是否要 @ 由入站通道先拦，这里不再判。
+    """
+    ticket = hydrate_ticket(flow, ticket)
+    view = ticket_view(ticket)
+    no = ticket_no(ticket)
+    chat_id = str((sess.collab_chat_id if sess else "") or view.get("collab_chat_id") or "")
+    client = group_client_of(flow)
+    if ticket_status(ticket) != "未成交":
+        return ""
+    if str(view.get("lost_reason") or "").strip():
+        return ""
+    if not is_sales(ticket, sender_id):
+        return ""
+    from agent.policy.deal_outcome import capture_lost_reason
+
+    result = capture_lost_reason(ledger=flow.ledger, work_order_no=no, reason=text)
+    if not result.get("ok"):
+        send_group_text(client, chat_id, "未成交原因没有记下，请再发一句。")
+        return "wait_lost_reason"
+    if sess is not None:
         sess.phase = "done"
         sess.allowed = ()
         flow._save(sess)
-    send_group_text(client, chat_id, copy.deal_ack(outcome, no))
+    send_group_text(client, chat_id, copy.lost_reason_ack(text))
     return "done"
 
 

inquiry-agent/agent/policy/sea_text_flow.py

@@ -85,6 +85,13 @@ class SeaTextInquiryFlow(AirTextInquiryFlow):
                 reply=reply,
                 card_meta=inbound_raw,
             )
+        # 未成交后下一句任意文字即原因，不能先抽字段当成新询价。
+        if (
+            sess
+            and sess.phase == "wait_lost_reason"
+            and not (injected_facts and injected_mode)
+        ):
+            return self._capture_lost_reason(sess, text, reply)
 
         snap = extract_inquiry_snapshot(
             text,

inquiry-agent/agent/quote_templates/prompts/mapping_analyzer.txt

@@ -360,6 +360,8 @@ transportMode：sea | air | land
 5. 空运必须能承接 departureCharges + 空运费；陆运主表必须用 routeRegions 承接 landSegments。
 6. 看不清 → unmappedRequired / unmappedLabels；表上有、能对上白名单却未映射 → 视为错误，必须补进 fields。
 7. 用户未声明运输方式时推断 transportMode，并在 notes 说明。
+8. **一次齐全**：第一轮就要尽量映射清单中全部可见业务标签；宁可多写 fields/feeRegions/routeRegions，也不要省略。补跑时输出完整 mappingJson（覆盖式），不要只回增量。
+9. 说明性/公式性文字（如「1CBM=***KG」「重量体积取大」）无法落白名单字段时写入 unmappedLabels，不要假装成业务字段缺口。
 
 【用户消息将提供】
 运输方式：海运 | 空运 | 陆运
@@ -368,4 +370,4 @@ transportMode：sea | air | land
 （可选）TMS 样例或出单投影说明——仅对齐字段
 （补跑时）缺口清单：请据此补全整份 mappingJson，不要只回增量。
 
-输出前自检 fields 与 feeRegions/routeRegions 是否覆盖清单中的可见业务标签，再只输出 mappingJson。
+输出前自检：fields 与 feeRegions/routeRegions 是否覆盖清单中的可见业务标签；有缺口则先补齐再输出。只输出 mappingJson。

inquiry-agent/tests/test_deal_followup.py

@@ -0,0 +1,144 @@
+"""
+成交跟进：工作日顺延、线路对负责人、未成交收下原因（不打外网）。
+"""
+
+from __future__ import annotations
+
+import unittest
+from datetime import date, datetime
+from zoneinfo import ZoneInfo
+
+from agent.policy.deal_followup import (
+    SHANGHAI,
+    air_route_keys,
+    leader_matches,
+    next_followup_at,
+    shift_workdays,
+)
+
+
+class TestWorkdays(unittest.TestCase):
+    def test_skip_weekend(self) -> None:
+        # 2026-09-18 周五，顺延 3 个工作日 → 21、22、23，第四个工作日 24
+        self.assertEqual(shift_workdays(date(2026, 9, 18), 3), date(2026, 9, 23))
+        self.assertEqual(shift_workdays(date(2026, 9, 18), 4), date(2026, 9, 24))
+
+    def test_skip_national_day(self) -> None:
+        # 2026-09-30 周三，国庆休 → 第四个工作日落到节后
+        fourth = shift_workdays(date(2026, 9, 30), 4)
+        self.assertGreaterEqual(fourth, date(2026, 10, 9))
+        self.assertNotEqual(fourth.weekday(), 5)
+        self.assertNotEqual(fourth.weekday(), 6)
+
+    def test_next_followup_is_9am(self) -> None:
+        when = next_followup_at(datetime(2026, 9, 18, 15, 30, tzinfo=SHANGHAI))
+        self.assertEqual(when.hour, 9)
+        self.assertEqual(when.minute, 0)
+        self.assertEqual(when.tzinfo, SHANGHAI)
+        self.assertEqual(when.date(), date(2026, 9, 24))
+
+
+class TestAirRouteKeys(unittest.TestCase):
+    def test_pair_and_dest(self) -> None:
+        keys = air_route_keys({"起运港": "SZX", "目的港": "KUL"})
+        self.assertIn("SZX-KUL", keys)
+        self.assertIn("KUL", keys)
+
+    def test_chinese_city_projects_iata(self) -> None:
+        keys = air_route_keys({"起运港": "深圳", "目的港": "吉隆坡"})
+        self.assertIn("SZX-KUL", keys)
+        self.assertIn("KUL", keys)
+
+
+class TestLeaderMatch(unittest.TestCase):
+    def test_sea_all_line(self) -> None:
+        self.assertTrue(
+            leader_matches(
+                role_code="sea",
+                routes="海运全线",
+                is_leader=True,
+                business_line="SEA",
+                facts={},
+            )
+        )
+        self.assertFalse(
+            leader_matches(
+                role_code="sea",
+                routes="海运全线",
+                is_leader=False,
+                business_line="SEA",
+                facts={},
+            )
+        )
+
+    def test_land_route_category(self) -> None:
+        self.assertTrue(
+            leader_matches(
+                role_code="land",
+                routes="国内长途/零担,东南亚",
+                is_leader=True,
+                business_line="LAND",
+                facts={"线路类别": "国内长途/零担"},
+            )
+        )
+        self.assertFalse(
+            leader_matches(
+                role_code="land",
+                routes="东南亚",
+                is_leader=True,
+                business_line="LAND",
+                facts={"线路类别": "国内长途/零担"},
+            )
+        )
+
+    def test_air_pair_dest_and_all(self) -> None:
+        facts = {"起运港": "SZX", "目的港": "KUL"}
+        self.assertTrue(
+            leader_matches(
+                role_code="air",
+                routes="SZX-KUL",
+                is_leader=True,
+                business_line="AIR",
+                facts=facts,
+            )
+        )
+        self.assertTrue(
+            leader_matches(
+                role_code="air",
+                routes="KUL",
+                is_leader=True,
+                business_line="AIR",
+                facts=facts,
+            )
+        )
+        self.assertTrue(
+            leader_matches(
+                role_code="air",
+                routes="全线",
+                is_leader=True,
+                business_line="AIR",
+                facts=facts,
+            )
+        )
+        self.assertFalse(
+            leader_matches(
+                role_code="air",
+                routes="外采-空运",
+                is_leader=True,
+                business_line="AIR",
+                facts=facts,
+            )
+        )
+        self.assertTrue(
+            leader_matches(
+                role_code="air",
+                routes="外采-空运",
+                is_leader=True,
+                business_line="AIR",
+                facts={**facts, "外采": "1"},
+            )
+        )
+
+
+if __name__ == "__main__":
+    unittest.main()

inquiry-agent/tests/test_deal_outcome.py

@@ -0,0 +1,247 @@
+"""
+成交三态：入账、推负责人、收下未成交原因、协商中不停会话。
+"""
+
+from __future__ import annotations
+
+import unittest
+
+from agent.ledger.memory_ledger import MemoryLedger
+from agent.policy import inquiry_copy as copy
+from agent.policy.air_text_flow import AirTextInquiryFlow, FlowSession
+from agent.policy.deal_outcome import capture_lost_reason, finish_deal_outcome
+from agent.policy.sea_text_flow import SeaTextInquiryFlow
+
+
+class TestDealOutcome(unittest.TestCase):
+    def setUp(self) -> None:
+        self.ledger = MemoryLedger()
+        created = self.ledger.create_ticket(
+            sender_id="sales1",
+            business_line="SEA",
+            facts={"起运港": "上海", "目的港": "洛杉矶", "品名": "衣服"},
+        )
+        self.wo = str(created.get("work_order_no") or "")
+        self.ledger.transition(work_order_no=self.wo, to_status="已报价")
+        self.ledger.upsert_staff(
+            {
+                "name": "海运负责人",
+                "wecomId": "lead-sea",
+                "roleCode": "sea",
+                "routes": "海运全线",
+                "isLeader": 1,
+                "status": "active",
+            }
+        )
+
+    def test_deal_notifies_leaders(self) -> None:
+        queued: list[dict] = []
+
+        def enqueue(*, touser, content, dedupe_key, payload):
+            queued.append(
+                {
+                    "touser": touser,
+                    "content": content,
+                    "dedupe_key": dedupe_key,
+                    "payload": payload,
+                }
+            )
+            return True, "ok"
+
+        out = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="已成交",
+            facts={"起运港": "上海", "目的港": "洛杉矶"},
+            quote={"total": "1000", "currency": "USD"},
+            business_line="SEA",
+            sales_name="吴吉林",
+            enqueue=enqueue,
+            notify_ready=True,
+        )
+        self.assertTrue(out.get("ok"))
+        self.assertEqual(out.get("phase"), "done")
+        self.assertIn("海运负责人", str(out.get("notify_summary") or ""))
+        self.assertEqual(queued[0]["touser"], "lead-sea")
+        self.assertEqual(queued[0]["payload"].get("wecom_app"), "notify")
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        self.assertEqual(ticket.status, "已成交")
+        self.assertEqual(ticket.next_followup_at, "")
+
+    def test_deal_notify_card_omits_sales_label(self) -> None:
+        """成交通知不要「销售」二字：标题副标和正文都不写。"""
+        text = copy.deal_notify_card(
+            work_order_no="WO202609180008",
+            sales_name="吴吉林",
+            facts={"起运地": "泉州", "目的地": "南京", "线路类别": "国内城配/拖车/打包"},
+            quote={},
+            business_line="LAND",
+        )
+        self.assertNotIn("销售", text)
+        payload = copy.deal_notify_wecom_payload(
+            work_order_no="WO202609180008",
+            sales_name="吴吉林",
+            facts={"起运地": "泉州", "目的地": "南京", "线路类别": "国内城配/拖车/打包"},
+            quote={},
+            business_line="LAND",
+        )
+        title = (payload.get("template_card") or {}).get("main_title") or {}
+        blob = str(title.get("title") or "") + str(title.get("desc") or "")
+        self.assertNotIn("销售", blob)
+        self.assertNotIn("desc", title)
+
+    def test_deal_without_leader_still_closes(self) -> None:
+        self.ledger.upsert_staff(
+            {
+                "name": "不是负责人",
+                "wecomId": "lead-sea",
+                "roleCode": "sea",
+                "routes": "海运全线",
+                "isLeader": 0,
+                "status": "active",
+            }
+        )
+        out = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="已成交",
+            facts={},
+            quote={},
+            business_line="SEA",
+            notify_ready=True,
+        )
+        self.assertEqual(out.get("notify_summary"), "无匹配负责人")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).status, "已成交")
+
+    def test_lost_waits_for_reason(self) -> None:
+        out = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="未成交",
+            facts={},
+            quote={},
+            business_line="SEA",
+        )
+        self.assertEqual(out.get("phase"), "wait_lost_reason")
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        self.assertEqual(ticket.status, "未成交")
+        self.assertEqual(ticket.lost_reason, "")
+        view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
+        self.assertEqual(view.get("wait_phase"), "wait_lost_reason")
+        captured = capture_lost_reason(
+            ledger=self.ledger, work_order_no=self.wo, reason="客人比价了"
+        )
+        self.assertTrue(captured.get("ok"))
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        self.assertEqual(ticket.lost_reason, "客人比价了")
+        view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
+        self.assertEqual(view.get("wait_phase"), "done")
+
+    def test_lost_reason_ack_repeats_user_text(self) -> None:
+        self.assertEqual(copy.lost_reason_ack("客户不要了"), "已记下未成交原因：客户不要了。")
+        self.assertEqual(copy.lost_reason_ack("价格高。"), "已记下未成交原因：价格高。")
+
+    def test_negotiate_ack_names_followup_day(self) -> None:
+        text = copy.deal_ack("协商中", "WO202609190007", "2026-09-24 09:00:00")
+        self.assertEqual(
+            text,
+            "已记录为「协商中」。已顺延三个工作日，9月24日的9：00再次发起成交状态询问。",
+        )
+        self.assertNotIn("跟进周期已顺延", text)
+
+    def test_negotiate_keeps_wait_deal(self) -> None:
+        out = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="协商中",
+            facts={},
+            quote={},
+            business_line="SEA",
+        )
+        self.assertEqual(out.get("phase"), "wait_deal")
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        self.assertEqual(ticket.status, "协商中")
+        self.assertTrue(ticket.next_followup_at)
+        view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
+        self.assertEqual(view.get("wait_phase"), "wait_deal")
+        again = finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="协商中",
+            facts={},
+            quote={},
+            business_line="SEA",
+        )
+        self.assertEqual(again.get("phase"), "wait_deal")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).status, "协商中")
+        self.assertTrue(again.get("next_followup_at"))
+
+    def test_private_next_text_is_lost_reason(self) -> None:
+        flow = AirTextInquiryFlow(self.ledger)
+        sess = FlowSession(
+            sender_id="sales1",
+            thread_id="sales1",
+            phase="wait_deal",
+            business_line="SEA",
+            work_order_no=self.wo,
+            allowed=(copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE),
+        )
+        flow._save(sess)
+        replies: list[str] = []
+        phase = flow.on_button(
+            sender_id="sales1",
+            action=copy.BTN_LOST,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "wait_lost_reason")
+        phase = flow.on_text(
+            sender_id="sales1",
+            text="价格高",
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "done")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).lost_reason, "价格高")
+        self.assertTrue(any(t == "已记下未成交原因：价格高。" for t in replies))
+
+    def test_sea_private_next_text_is_lost_reason(self) -> None:
+        flow = SeaTextInquiryFlow(self.ledger)
+        flow._save(
+            FlowSession(
+                sender_id="sales1",
+                thread_id="sales1",
+                phase="wait_deal",
+                business_line="SEA",
+                work_order_no=self.wo,
+                allowed=(copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE),
+            )
+        )
+        replies: list[str] = []
+        phase = flow.on_button(
+            sender_id="sales1",
+            action=copy.BTN_LOST,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "wait_lost_reason")
+        phase = flow.on_text(
+            sender_id="sales1",
+            text="客人比价了",
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "done")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).lost_reason, "客人比价了")
+
+    def test_claim_due_negotiate_clears_schedule(self) -> None:
+        finish_deal_outcome(
+            ledger=self.ledger,
+            work_order_no=self.wo,
+            outcome="协商中",
+            facts={},
+            quote={},
+            business_line="SEA",
+        )
+        ticket = self.ledger.get_ticket(work_order_no=self.wo)
+        ticket.next_followup_at = "2020-01-01 09:00:00"
+        rows = self.ledger.claim_due_negotiate()
+        self.assertEqual(len(rows), 1)
+        self.assertEqual(rows[0]["work_order_no"], self.wo)
+        self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).next_followup_at, "")

inquiry-agent/tests/test_land_text_inquiry.py

@@ -26,6 +26,7 @@ os.environ.setdefault("LEDGER_BACKEND", "memory")
 
 from agent.ledger.memory_ledger import MemoryLedger
 from agent.policy import inquiry_copy as copy
+from agent.policy.air_text_flow import FlowSession
 from agent.policy.land_text_flow import LandTextInquiryFlow
 
 
@@ -623,5 +624,46 @@ class LandTextPullTests(unittest.TestCase):
         self.assertTrue(is_product(ticket, "u1", flow=self.flow))
 
 
+class LandLostReasonTests(unittest.TestCase):
+    """陆运私聊未成交后，下一句任意文字要记下原因，不能当新询价丢掉。"""
+
+    def test_land_private_next_text_is_lost_reason(self) -> None:
+        ledger = MemoryLedger()
+        created = ledger.create_ticket(
+            sender_id="WuJiLin",
+            business_line="LAND",
+            facts={"起运地": "泉州", "目的地": "南京", "线路类别": "国内城配/拖车/打包"},
+        )
+        wo = str(created.get("work_order_no") or "")
+        ledger.transition(work_order_no=wo, to_status="已报价")
+        flow = LandTextInquiryFlow(ledger)
+        flow._save(
+            FlowSession(
+                sender_id="WuJiLin",
+                thread_id="WuJiLin",
+                phase="wait_deal",
+                business_line="LAND",
+                work_order_no=wo,
+                allowed=(copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE),
+            )
+        )
+        replies: list[str] = []
+        phase = flow.on_button(
+            sender_id="WuJiLin",
+            action=copy.BTN_LOST,
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "wait_lost_reason")
+        self.assertEqual(ledger.get_ticket(work_order_no=wo).status, "未成交")
+        phase = flow.on_text(
+            sender_id="WuJiLin",
+            text="价格高",
+            reply=lambda t, extra=None: replies.append(t),
+        )
+        self.assertEqual(phase, "done")
+        self.assertEqual(ledger.get_ticket(work_order_no=wo).lost_reason, "价格高")
+        self.assertTrue(any(t == "已记下未成交原因：价格高。" for t in replies))
+
+
 if __name__ == "__main__":
     unittest.main()

inquiry-agent/tests/test_sea_text_inquiry.py

@@ -1522,9 +1522,36 @@ class SeaGroupOpsTests(unittest.TestCase):
             flow=self.flow,
             ledger=self.ledger,
         )
-        self.assertEqual(phase, "done")
+        self.assertEqual(phase, "wait_lost_reason")
         self.assertEqual(self.ledger.get_ticket(work_order_no=wo).status, "未成交")
 
+    def test_sales_next_text_is_lost_reason(self) -> None:
+        wo, chat = self._open_group()
+        handle_group_collab(
+            InboundMessage(
+                sender_id="sales1",
+                message_id="lost-1",
+                content="未成交",
+                chat_id=chat,
+                chat_type="group",
+            ),
+            flow=self.flow,
+            ledger=self.ledger,
+        )
+        phase = handle_group_collab(
+            InboundMessage(
+                sender_id="sales1",
+                message_id="lost-2",
+                content="客人比价了",
+                chat_id=chat,
+                chat_type="group",
+            ),
+            flow=self.flow,
+            ledger=self.ledger,
+        )
+        self.assertEqual(phase, "done")
+        self.assertEqual(self.ledger.get_ticket(work_order_no=wo).lost_reason, "客人比价了")
+
     def test_sales_can_close_deal_by_text(self) -> None:
         """群里销售说成交，要入账并回话，不能装没听见。相近说法也认。"""
         wo, chat = self._open_group()

inquiry-agent/tests/test_sheet_map_mode.py

@@ -101,6 +101,132 @@ class TestSheetMapParse(unittest.TestCase):
         }
         self.assertEqual(assess_mapping_gaps(payload, mapping), [])
 
+    def test_assess_gaps_air_ignores_sea_labels(self) -> None:
+        """空运不按海运词典报「提货地址/货值」缺口。"""
+        payload = {
+            "transportMode": "air",
+            "cellInventory": [
+                "A!B2 | 起运地/Origin Airport | - | -",
+                "A!B3 | 毛重/Gross Weight | - | -",
+                "A!Z99 | 提货地址/Place of Receipt | - | -",
+            ],
+        }
+        mapping = {"fields": {"origin": "A!C2", "weight_kg": "A!C3"}, "feeRegions": []}
+        gaps = assess_mapping_gaps(payload, mapping)
+        self.assertFalse(any("pickup_address" in g for g in gaps))
+        self.assertEqual(gaps, [])
+
+    def test_assess_gaps_short_en_no_false_positive(self) -> None:
+        """短英文（如 POL）单独出现不误报；须中文或 ≥4 字符英文标签。"""
+        payload = {
+            "transportMode": "sea",
+            "cellInventory": ["S!A1 | POL code table | - | -"],
+        }
+        mapping = {"fields": {}, "feeRegions": []}
+        gaps = assess_mapping_gaps(payload, mapping)
+        self.assertFalse(any("→ 应映射 pol" in g for g in gaps))
+
+    def test_assess_gaps_land_needs_route_regions(self) -> None:
+        payload = {
+            "transportMode": "land",
+            "cellInventory": [
+                "L!A1 | 项目 | - | -",
+                "L!B1 | 3T | - | -",
+                "L!C1 | 拼车 | - | -",
+            ],
+        }
+        mapping = {"fields": {}, "feeRegions": [], "routeRegions": []}
+        gaps = assess_mapping_gaps(payload, mapping)
+        self.assertTrue(any("routeRegions" in g for g in gaps))
+
+    def test_assess_gaps_land_route_skips_matrix_fields(self) -> None:
+        """陆运已有 routeRegions 时，不把矩阵列头始发地/目的地当 fields 缺口。"""
+        payload = {
+            "transportMode": "land",
+            "cellInventory": [
+                "L!A1 | 项目 | - | -",
+                "L!B1 | 始发地 | - | -",
+                "L!C1 | 目的地 | - | -",
+                "L!D1 | 运输时效 | - | -",
+                "L!E1 | 特殊说明 | - | -",
+            ],
+        }
+        mapping = {
+            "fields": {},
+            "feeRegions": [],
+            "routeRegions": [{"id": "main", "title": "线路", "anchor": "L!A2"}],
+        }
+        gaps = assess_mapping_gaps(payload, mapping)
+        self.assertFalse(any("origin" in g for g in gaps))
+        self.assertFalse(any("destination" in g for g in gaps))
+        self.assertFalse(any("transit_time" in g for g in gaps))
+        self.assertTrue(any("special_remarks" in g for g in gaps))
+
+    def test_merge_prefer_existing_keeps_old_field(self) -> None:
+        from agent.llm.mode_sheet_map import merge_mapping_prefer_existing
+
+        old = {
+            "fields": {"quote_no": "S!B3", "pol": "S!B5"},
+            "feeRegions": [{"id": "origin_charges", "title": "旧始发港"}],
+            "routeRegions": [],
+        }
+        new = {
+            "fields": {"quote_no": "S!Z99", "pod": "S!B6"},
+            "feeRegions": [
+                {"id": "origin_charges", "title": "新始发港"},
+                {"id": "ocean_freight", "title": "海运费用"},
+            ],
+            "routeRegions": [],
+            "mappingGaps": [],
+        }
+        # 无清单：保守旧优先
+        merged = merge_mapping_prefer_existing(old, new)
+        self.assertEqual(merged["fields"]["quote_no"], "S!B3")
+        self.assertEqual(merged["fields"]["pol"], "S!B5")
+        self.assertEqual(merged["fields"]["pod"], "S!B6")
+        ids = [r["id"] for r in merged["feeRegions"]]
+        self.assertEqual(ids[0], "origin_charges")
+        self.assertEqual(merged["feeRegions"][0]["title"], "旧始发港")
+        self.assertIn("ocean_freight", ids)
+
+    def test_merge_replaces_misaligned_quote_no(self) -> None:
+        """旧 quote_no 落在单选 B3 → 改用新坐标 F3。"""
+        from agent.llm.mode_sheet_map import merge_mapping_prefer_existing
+
+        inventory = [
+            "S!A3 | RFQ No: | A3:A3 | -",
+            "S!B3 | ○ Port to Port / 其它，3工作天回复 | B3:E3 | -",
+            "S!F3 |  | F3:G3 | -",
+        ]
+        old = {"fields": {"quote_no": "S!B3"}, "feeRegions": [], "routeRegions": []}
+        new = {"fields": {"quote_no": "S!F3"}, "feeRegions": [], "routeRegions": []}
+        merged = merge_mapping_prefer_existing(old, new, cell_inventory=inventory)
+        self.assertEqual(merged["fields"]["quote_no"], "S!F3")
+
+    def test_merge_keeps_aligned_quote_no_when_ai_drifts(self) -> None:
+        """旧已在 RFQ 旁空格、新一轮漂到远处 → 仍保留旧坐标。"""
+        from agent.llm.mode_sheet_map import merge_mapping_prefer_existing
+
+        inventory = [
+            "S!A3 | RFQ No: | - | -",
+            "S!B3 |  | - | -",
+        ]
+        old = {"fields": {"quote_no": "S!B3"}, "feeRegions": [], "routeRegions": []}
+        new = {"fields": {"quote_no": "S!Z99"}, "feeRegions": [], "routeRegions": []}
+        merged = merge_mapping_prefer_existing(old, new, cell_inventory=inventory)
+        self.assertEqual(merged["fields"]["quote_no"], "S!B3")
+
+    def test_b3_radio_not_aligned(self) -> None:
+        from agent.llm.mode_sheet_map import _field_mapping_still_aligned
+
+        inventory = [
+            "S!A3 | RFQ No: | - | -",
+            "S!B3 | ○ Port to Port | - | -",
+            "S!F3 | WO202609190002 | - | -",
+        ]
+        self.assertFalse(_field_mapping_still_aligned("quote_no", "S!B3", inventory))
+        self.assertTrue(_field_mapping_still_aligned("quote_no", "S!F3", inventory))
+
     def test_invoke_retries_when_gaps(self) -> None:
         calls: list[str] = []
 
@@ -145,6 +271,64 @@ class TestSheetMapParse(unittest.TestCase):
         self.assertEqual(out.get("gaps_after"), out["mapping"]["mappingGaps"])
         self.assertEqual(out["mapping"]["mappingGaps"], [])
 
+    def test_invoke_multi_round_until_complete(self) -> None:
+        """最多 3 轮：第 1 残缺 → 第 2 仍缺 → 第 3 齐。"""
+        calls: list[int] = []
+
+        def fake_chat(*, mode, messages, temperature=0.0):  # noqa: ARG001
+            calls.append(1)
+            n = len(calls)
+            if n == 1:
+                content = (
+                    '{"schemaVersion":"quote-template-mapping-v1",'
+                    '"fields":{"quote_no":"S!B3"},"feeRegions":[]}'
+                )
+            elif n == 2:
+                content = (
+                    '{"schemaVersion":"quote-template-mapping-v1",'
+                    '"fields":{"quote_no":"S!B3","pickup_address":"S!H6"},'
+                    '"feeRegions":[{"id":"origin_charges","title":"始发港费用",'
+                    '"tmsSource":"polCostItems","anchor":"S!A19","stopAtText":["海运费用"],'
+                    '"grow":"insert_before_stop","styleCopyRows":1}]}'
+                )
+            else:
+                content = (
+                    '{"schemaVersion":"quote-template-mapping-v1",'
+                    '"fields":{"quote_no":"S!B3","pickup_address":"S!H6","cargo_value":"S!B11"},'
+                    '"feeRegions":['
+                    '{"id":"origin_charges","title":"始发港费用","tmsSource":"polCostItems",'
+                    '"anchor":"S!A19","stopAtText":["海运费用"],'
+                    '"grow":"insert_before_stop","styleCopyRows":1},'
+                    '{"id":"ocean_freight","title":"海运费用","tmsSource":"oceanCostItems",'
+                    '"anchor":"S!A31","stopAtText":["目的港费用"],'
+                    '"grow":"insert_before_stop","styleCopyRows":1},'
+                    '{"id":"destination_charges","title":"目的港费用","tmsSource":"podCostItems",'
+                    '"anchor":"S!A36","stopAtText":["备注"],'
+                    '"grow":"insert_before_stop","styleCopyRows":1}'
+                    ']}'
+                )
+            return SimpleNamespace(ok=True, content=content, provider="stub", error="")
+
+        payload = {
+            "versionId": "v2",
+            "transportMode": "sea",
+            "fileName": "sea.xlsx",
+            "sheet": "S",
+            "cellInventory": [
+                "S!A18 | 始发港费用/Origin Charges | - | -",
+                "S!A30 | 海运费用/Ocean Freight | - | -",
+                "S!A35 | 目的港费用/Destination Charges | - | -",
+                "S!E6 | 提货地址/Place of Receipt | - | -",
+                "S!A11 | 货值/Cargo Value | - | -",
+            ],
+        }
+        out = invoke_sheet_map(payload, chat_fn=fake_chat, allow_network=False, max_rounds=3)
+        self.assertTrue(out["ok"])
+        self.assertEqual(out.get("rounds"), 3)
+        self.assertEqual(len(calls), 3)
+        self.assertEqual(out["mapping"]["mappingGaps"], [])
+        self.assertEqual(len(out["mapping"]["feeRegions"]), 3)
+
 
 if __name__ == "__main__":
     unittest.main()

inquiry-api/jeecg-boot-base-core/src/main/java/org/jeecg/common/system/vo/LoginUser.java

@@ -127,4 +127,22 @@ public class LoginUser {
 	/**设备id uniapp推送用*/
 	private String clientId;
 
+	/**
+	 * 工号（询价账号页暂存企微 userid）
+	 */
+	@SensitiveField
+	private String workNo;
+
+	/**
+	 * 只看本账号看板数据：登录态透传；看板聚合读取后收紧范围。
+	 */
+	private Boolean dashboardSelfOnly;
+
+	/**
+	 * 最后登录时间（账号列表展示；登录成功写入）。
+	 */
+	@JsonFormat(timezone = "GMT+8", pattern = "yyyy-MM-dd HH:mm:ss")
+	@DateTimeFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+	private Date lastLoginTime;
+
 }

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

@@ -70,8 +70,15 @@ public class InquiryAgentController {
                 : (mappingObj instanceof String ? (String) mappingObj : JSON.toJSONString(mappingObj));
         String parseMessage = body.get("parseMessage") == null ? null : String.valueOf(body.get("parseMessage"));
         String parseStatus = body.get("parseStatus") == null ? null : String.valueOf(body.get("parseStatus"));
+        boolean mergeExisting = false;
+        Object mergeFlag = body.get("mergeExisting");
+        if (mergeFlag instanceof Boolean) {
+            mergeExisting = (Boolean) mergeFlag;
+        } else if (mergeFlag != null) {
+            mergeExisting = "true".equalsIgnoreCase(String.valueOf(mergeFlag));
+        }
         try {
-            quoteTemplateService.applyParseResult(versionId, ok, mappingJson, parseMessage, parseStatus);
+            quoteTemplateService.applyParseResult(versionId, ok, mappingJson, parseMessage, parseStatus, mergeExisting);
             return Result.OK("ok");
         } catch (IllegalArgumentException e) {
             return Result.error(e.getMessage());
@@ -115,6 +122,10 @@ public class InquiryAgentController {
         Object to = body == null ? null : body.get("toStatus");
         req.setWorkOrderNo(no == null ? "" : String.valueOf(no));
         req.setToStatus(to == null ? "" : String.valueOf(to));
+        req.setRemark(firstStr(body, "remark"));
+        req.setLostReason(firstStr(body, "lostReason", "lost_reason"));
+        req.setNextFollowupAt(firstStr(body, "nextFollowupAt", "next_followup_at"));
+        req.setDealNotifySummary(firstStr(body, "dealNotifySummary", "deal_notify_summary"));
         try {
             org.jeecg.modules.inquiry.entity.InquiryTicket ticket =
                     workOrderService.transition(req, "agent");
@@ -128,6 +139,31 @@ public class InquiryAgentController {
         }
     }
 
+    @ApiOperation("智能体补未成交原因（不改六态）")
+    @PostMapping("/ticket/patchLostReason")
+    public Result<Map<String, Object>> patchLostReason(@RequestBody Map<String, Object> body,
+                                                       HttpServletRequest http) {
+        if (!authed(http)) {
+            return Result.error(401, "unauthorized");
+        }
+        return Result.OK(workOrderService.patchLostReason(
+                firstStr(body, "workOrderNo", "work_order_no"),
+                firstStr(body, "lostReason", "lost_reason"),
+                "agent"));
+    }
+
+    @ApiOperation("认领到期协商再问（Worker HTTP 槽）")
+    @PostMapping("/ticket/claimDueNegotiate")
+    public Result<Map<String, Object>> claimDueNegotiate(HttpServletRequest http) {
+        if (!authed(http)) {
+            return Result.error(401, "unauthorized");
+        }
+        Map<String, Object> out = new java.util.LinkedHashMap<>();
+        out.put("ok", true);
+        out.put("tickets", workOrderService.claimDueNegotiate());
+        return Result.OK(out);
+    }
+
     @ApiOperation("智能体续办读单（只读，校验发起人）")
     @PostMapping("/ticket/get")
     public Result<Map<String, Object>> get(@RequestBody Map<String, Object> body,

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

@@ -185,8 +185,14 @@ public class InquiryQuoteTemplateController {
     @ApiOperation("对最新 Excel 版重新提交 AI 异步解析（已解析/失败/映射未完成均可；解析中跳过）")
     @RequiresPermissions("inquiry:template:edit")
     @PostMapping("/reparse")
-    public Result<String> reparse(@RequestParam String id) {
-        String msg = quoteTemplateService.reparseLatest(id);
+    public Result<String> reparse(@RequestParam(required = false) String id,
+                                  @RequestParam(required = false) String templateId) {
+        // 兼容旧前端只传 id、新前端传 templateId，任一即可。
+        String key = StringUtils.isNotBlank(templateId) ? templateId : id;
+        if (StringUtils.isBlank(key)) {
+            return Result.error("templateId 不能为空");
+        }
+        String msg = quoteTemplateService.reparseLatest(key);
         return Result.OK(msg);
     }
 

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/domain/TicketStatuses.java

@@ -30,6 +30,7 @@ public final class TicketStatuses {
     /**
      * from -> 允许的 to 集合。
      * 终态（已成交/未成交/已关闭）默认不可再流转，除非显式「关闭」从非终态进入已关闭。
+     * 协商中允许再进协商中：只顺延再问，不重开询价。
      */
     private static final Map<String, Set<String>> ALLOWED;
 
@@ -37,7 +38,8 @@ public final class TicketStatuses {
         Map<String, Set<String>> m = new HashMap<>();
         m.put(INQUIRING, setOf(QUOTED, NEGOTIATING, CLOSED));
         m.put(QUOTED, setOf(NEGOTIATING, DEAL, LOST, CLOSED));
-        m.put(NEGOTIATING, setOf(QUOTED, DEAL, LOST, CLOSED));
+        // 协商中可再选协商中：顺延下一轮再问，次数不限。
+        m.put(NEGOTIATING, setOf(QUOTED, DEAL, LOST, CLOSED, NEGOTIATING));
         m.put(DEAL, Collections.emptySet());
         m.put(LOST, Collections.emptySet());
         m.put(CLOSED, Collections.emptySet());

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/dto/TicketTransitionRequest.java

@@ -20,4 +20,13 @@ public class TicketTransitionRequest {
 
     @ApiModelProperty("备注/关单原因")
     private String remark;
+
+    @ApiModelProperty("未成交原因（仅未成交）")
+    private String lostReason;
+
+    @ApiModelProperty("协商中下次再问时间")
+    private String nextFollowupAt;
+
+    @ApiModelProperty("成交通知结果摘要")
+    private String dealNotifySummary;
 }

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

@@ -115,6 +115,28 @@ public class InquiryTicket implements Serializable {
     @ApiModelProperty("关单原因")
     private String closeReason;
 
+    /**
+     * 未成交原因：销售下一句任意文字；没回则空着。
+     * 不是 closeReason，后台要单独展示。
+     */
+    @ApiModelProperty("未成交原因")
+    private String lostReason;
+
+    /**
+     * 协商中下次再问时刻（第四个工作日 09:00）。
+     * 中途改成交/未成交或再问发出后清空。
+     */
+    @ApiModelProperty("协商中下次再问时间")
+    @JsonFormat(timezone = "GMT+8", pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private Date nextFollowupAt;
+
+    /**
+     * 成交通知结果：已推哪些负责人 / 无匹配负责人 / 通知未发出。
+     */
+    @ApiModelProperty("成交通知结果")
+    private String dealNotifySummary;
+
     @ApiModelProperty("业务版本")
     private Integer version;
 

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/service/IInquiryQuoteTemplateService.java

@@ -89,8 +89,11 @@ public interface IInquiryQuoteTemplateService extends IService<InquiryQuoteTempl
      * 智能体回写 AI 映射结果（成功 mappingJson 或失败原因）。
      * <p>
      * 终态优先：已是 parsed/mapping_incomplete/failed 时可被同 version 覆盖；pending 必接受。
+     *
+     * @param mergeExisting true=未换文件重新解析：旧字段优先保留，只补新映射；false=整份覆盖
      */
-    void applyParseResult(String versionId, boolean ok, String mappingJson, String parseMessage, String parseStatus);
+    void applyParseResult(String versionId, boolean ok, String mappingJson, String parseMessage,
+                          String parseStatus, boolean mergeExisting);
 
     /**
      * 纠偏：把「已有映射点但仍标 mapping_incomplete」的版本改为 parsed。

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/service/IInquiryWorkOrderService.java

@@ -109,4 +109,15 @@ public interface IInquiryWorkOrderService extends IService<InquiryTicket> {
      * 空运群激活/切换当前工单。一单一群，未结案才能绑。不改六态。
      */
     Map<String, Object> activateAirGroup(Map<String, Object> body);
+
+    /**
+     * 未成交后补原因。已成交/其它六态拒绝。不改六态。
+     */
+    Map<String, Object> patchLostReason(String workOrderNo, String lostReason, String operator);
+
+    /**
+     * 认领已到期的协商中再问：清空 nextFollowupAt，避免 Worker 重复发。
+     * 只改到期行，不加全局锁。
+     */
+    java.util.List<java.util.Map<String, Object>> claimDueNegotiate();
 }

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/service/impl/InquiryDashboardServiceImpl.java

@@ -2,6 +2,8 @@ package org.jeecg.modules.inquiry.service.impl;
 
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import org.apache.commons.lang3.StringUtils;
+import org.apache.shiro.SecurityUtils;
+import org.jeecg.common.system.vo.LoginUser;
 import org.jeecg.modules.inquiry.domain.TicketStatuses;
 import org.jeecg.modules.inquiry.entity.InquiryStaffRole;
 import org.jeecg.modules.inquiry.entity.InquiryTicket;
@@ -75,9 +77,11 @@ public class InquiryDashboardServiceImpl implements IInquiryDashboardService {
         Date from = Date.from(fromDate.atStartOfDay(ZONE).toInstant());
         Date to = Date.from(LocalDateTime.of(today, LocalTime.MAX).atZone(ZONE).toInstant());
 
-        List<InquiryTicket> tickets = ticketMapper.selectList(new LambdaQueryWrapper<InquiryTicket>()
+        LambdaQueryWrapper<InquiryTicket> qw = new LambdaQueryWrapper<InquiryTicket>()
                 .ge(InquiryTicket::getCreateTime, from)
-                .le(InquiryTicket::getCreateTime, to));
+                .le(InquiryTicket::getCreateTime, to);
+        applyDashboardSelfOnly(qw);
+        List<InquiryTicket> tickets = ticketMapper.selectList(qw);
 
         long total = tickets.size();
         long deal = tickets.stream().filter(t -> TicketStatuses.DEAL.equals(t.getStatus())).count();
@@ -115,9 +119,11 @@ public class InquiryDashboardServiceImpl implements IInquiryDashboardService {
 
         // 近 7 日趋势 + 成本：一次拉周内工单，避免 7 次 count
         Date weekFrom = Date.from(today.minusDays(6).atStartOfDay(ZONE).toInstant());
-        List<InquiryTicket> weekTickets = ticketMapper.selectList(new LambdaQueryWrapper<InquiryTicket>()
+        LambdaQueryWrapper<InquiryTicket> weekQw = new LambdaQueryWrapper<InquiryTicket>()
                 .ge(InquiryTicket::getCreateTime, weekFrom)
-                .le(InquiryTicket::getCreateTime, to));
+                .le(InquiryTicket::getCreateTime, to);
+        applyDashboardSelfOnly(weekQw);
+        List<InquiryTicket> weekTickets = ticketMapper.selectList(weekQw);
 
         List<String> trendDates = new ArrayList<>(7);
         List<Map<String, Object>> trend = new ArrayList<>(7);
@@ -442,4 +448,72 @@ public class InquiryDashboardServiceImpl implements IInquiryDashboardService {
         }
         return "sales";
     }
+
+    /**
+     * 账号勾选「只看自己数据」时收紧看板工单范围。
+     * <p>
+     * 口径对齐原项目：非超管且 dashboardSelfOnly=true →
+     * 工单 salesWecomId = 当前账号工号（企微 id）或 createBy = 登录名。
+     * 超管（username=admin 或角色 admin）忽略开关。
+     */
+    private void applyDashboardSelfOnly(LambdaQueryWrapper<InquiryTicket> qw) {
+        LoginUser login = currentLoginUser();
+        if (login == null) {
+            return;
+        }
+        if (isAdministrator(login)) {
+            return;
+        }
+        if (!Boolean.TRUE.equals(login.getDashboardSelfOnly())) {
+            return;
+        }
+        String username = StringUtils.trimToEmpty(login.getUsername());
+        String wecom = StringUtils.trimToEmpty(login.getWorkNo());
+        qw.and(w -> {
+            boolean any = false;
+            if (StringUtils.isNotBlank(wecom)) {
+                w.eq(InquiryTicket::getSalesWecomId, wecom);
+                any = true;
+            }
+            if (StringUtils.isNotBlank(username)) {
+                if (any) {
+                    w.or();
+                }
+                w.eq(InquiryTicket::getCreateBy, username);
+                any = true;
+            }
+            if (!any) {
+                // 未绑企微且无用户名：宁可不看数据，也不漏看全站
+                w.apply("1 = 0");
+            }
+        });
+    }
+
+    private static LoginUser currentLoginUser() {
+        try {
+            Object p = SecurityUtils.getSubject().getPrincipal();
+            if (p instanceof LoginUser) {
+                return (LoginUser) p;
+            }
+        } catch (Exception ignored) {
+            // 无登录上下文时不做过滤
+        }
+        return null;
+    }
+
+    /** 超管：登录名 admin，或 Shiro 角色 admin/管理员。 */
+    private static boolean isAdministrator(LoginUser login) {
+        if (login == null) {
+            return false;
+        }
+        if ("admin".equalsIgnoreCase(StringUtils.trimToEmpty(login.getUsername()))) {
+            return true;
+        }
+        try {
+            return SecurityUtils.getSubject().hasRole("admin")
+                    || SecurityUtils.getSubject().hasRole("管理员");
+        } catch (Exception e) {
+            return false;
+        }
+    }
 }

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/service/impl/InquiryQuoteTemplateServiceImpl.java

@@ -245,8 +245,8 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
             version.setMappingPointCount(0);
             version.setMappingJson("{\"schemaVersion\":\"quote-template-mapping-v1\",\"fields\":{},\"status\":\"pending\"}");
             versionMapper.insert(version);
-            // 事务提交后再入队，避免 Worker 回写时版本行尚未可见
-            scheduleAiParseAfterCommit(version.getId(), template.getId(), fileBytes);
+            // 事务提交后再入队，避免 Worker 回写时版本行尚未可见；换文件 = 整份覆盖
+            scheduleAiParseAfterCommit(version.getId(), template.getId(), fileBytes, false);
         }
 
         if (isDefault) {
@@ -269,8 +269,11 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
 
     /**
      * 事务提交后提交 AI 解析；无事务时立刻提交。
+     *
+     * @param mergeExisting true=未换文件的重新解析，回写时与旧 mapping 补缺合并；false=换文件/新上传，整份覆盖
      */
-    private void scheduleAiParseAfterCommit(String versionId, String templateId, byte[] fileBytes) {
+    private void scheduleAiParseAfterCommit(String versionId, String templateId, byte[] fileBytes,
+                                            boolean mergeExisting) {
         Runnable job = () -> {
             try {
                 InquiryQuoteTemplateVersion ver = versionMapper.selectById(versionId);
@@ -279,7 +282,7 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
                     log.warn("AI 解析入队跳过：版本或模板不存在 versionId={}", versionId);
                     return;
                 }
-                String enqueueErr = submitAiParse(ver, template, fileBytes);
+                String enqueueErr = submitAiParse(ver, template, fileBytes, mergeExisting);
                 if (enqueueErr != null) {
                     ver.setParseStatus("failed");
                     ver.setParseMessage(enqueueErr);
@@ -313,8 +316,11 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
 
     /**
      * 抽单元格清单并提交智能体入队。成功返回 null，失败返回中文原因。
+     *
+     * @param mergeExisting 重新解析时 true：带上旧 mapping，回写补缺合并
      */
-    private String submitAiParse(InquiryQuoteTemplateVersion version, InquiryQuoteTemplate template, byte[] fileBytes) {
+    private String submitAiParse(InquiryQuoteTemplateVersion version, InquiryQuoteTemplate template,
+                                 byte[] fileBytes, boolean mergeExisting) {
         try {
             JSONObject inventory;
             try (InputStream in = new ByteArrayInputStream(fileBytes)) {
@@ -335,6 +341,19 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
             body.put("cellCount", inventory.getIntValue("cellCount"));
             body.put("yellowCount", inventory.getIntValue("yellowCount"));
             body.put("truncated", inventory.getBooleanValue("truncated"));
+            body.put("mergeExisting", mergeExisting);
+            // 仅补缺合并时附带旧映射；换文件不传，避免模型/回写误用
+            if (mergeExisting && StringUtils.isNotBlank(version.getMappingJson())) {
+                try {
+                    JSONObject old = JSON.parseObject(version.getMappingJson());
+                    if (old != null && old.getJSONObject("fields") != null
+                            && !old.getJSONObject("fields").isEmpty()) {
+                        body.put("existingMapping", old);
+                    }
+                } catch (Exception e) {
+                    log.warn("重新解析附带旧 mapping 失败 versionId={} err={}", version.getId(), e.getMessage());
+                }
+            }
             body.put("requestId", version.getId() + "-" + System.currentTimeMillis());
             return aiParseClient.enqueueParse(body);
         } catch (Exception e) {
@@ -827,6 +846,13 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
         String eta = first(q, "eta", "transit_days", "transitDays");
         if (StringUtils.isNotBlank(eta) && !"-".equals(eta)) {
             out.put("transit_days", eta);
+            out.put("transit_time", eta);
+        }
+        // 空运计费重：TMS chargeableWeightKg → 模板 chargeable_weight_kg
+        String chargeable = first(q, "chargeableWeightKg", "chargeable_weight_kg", "chargeable_weight");
+        if (StringUtils.isNotBlank(chargeable) && !"-".equals(chargeable)) {
+            out.put("chargeable_weight_kg", chargeable);
+            out.put("chargeableWeightKg", chargeable);
         }
         for (Map.Entry<String, String> e : QuoteTemplateExcelSupport.LAND_TMS_KEY_TO_CODE.entrySet()) {
             String val = first(q, e.getKey(), e.getValue());
@@ -873,9 +899,102 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
         if (!rows.isEmpty()) {
             out.put("fee_rows", rows);
         }
+        // 海运分区：透传 pol/ocean/pod 桶，供 feeRegions 按段回填
+        for (String bucket : new String[]{"polCostItems", "oceanCostItems", "podCostItems"}) {
+            JSONArray part = QuoteTemplateExcelSupport.parseFeeRows(q.get("fee_rows_" + bucket));
+            if (part.isEmpty()) {
+                part = QuoteTemplateExcelSupport.parseFeeRows(q.get(bucket));
+            }
+            if (!part.isEmpty()) {
+                out.put("fee_rows_" + bucket, part);
+                out.put(bucket, part);
+            }
+        }
+        // 陆运线路：透传 landSegments / route_rows，供 routeRegions 填项目一
+        JSONArray landSegs = QuoteTemplateExcelSupport.parseFeeRows(q.get("route_rows"));
+        if (landSegs.isEmpty()) {
+            landSegs = QuoteTemplateExcelSupport.parseFeeRows(q.get("landSegments"));
+        }
+        if (!landSegs.isEmpty()) {
+            out.put("landSegments", landSegs);
+            out.put("route_rows", landSegs);
+            // 首段时效若 facts 尚无，用腿上 transit
+            if (StringUtils.isBlank(out.getString("transit_time")) || "-".equals(out.getString("transit_time"))) {
+                JSONObject firstSeg = landSegs.getJSONObject(0);
+                if (firstSeg != null) {
+                    String t = firstNonBlankLocal(firstSeg.getString("transit_time"), firstSeg.getString("transitDays"));
+                    if (StringUtils.isNotBlank(t)) {
+                        out.put("transit_time", t);
+                        out.put("transit_days", t);
+                    }
+                }
+            }
+        } else if (looksLandInquiry(src)) {
+            // 无 landSegments 时：用询价 OD + fee_lines 分项拼一行，尽量填「提货费/运输费/送货费」列
+            JSONObject one = new JSONObject(true);
+            one.put("origin", out.getString("origin"));
+            one.put("destination", out.getString("destination"));
+            one.put("transit_time", out.getString("transit_time"));
+            one.put("transitDays", out.getString("transit_days"));
+            one.put("currency", out.getString("currency"));
+            one.put("pickup_fee", out.getString("pickup_fee"));
+            one.put("delivery_fee", out.getString("delivery_fee"));
+            one.put("price_per_cbm", out.getString("price_per_cbm"));
+            one.put("price_per_kg", out.getString("price_per_kg"));
+            String landAmt = firstNonBlankLocal(out.getString("land_freight"), out.getString("price_per_cbm"));
+            for (int i = 0; i < rows.size(); i++) {
+                JSONObject fee = rows.getJSONObject(i);
+                if (fee == null) {
+                    continue;
+                }
+                String fname = StringUtils.trimToEmpty(fee.getString("name"));
+                String famt = StringUtils.trimToEmpty(fee.getString("amount"));
+                if (StringUtils.isBlank(famt) || "-".equals(famt)) {
+                    continue;
+                }
+                if (fname.contains("提货") && StringUtils.isBlank(one.getString("pickup_fee"))) {
+                    one.put("pickup_fee", famt);
+                } else if ((fname.contains("送货") || fname.contains("派送")) && StringUtils.isBlank(one.getString("delivery_fee"))) {
+                    one.put("delivery_fee", famt);
+                } else if (fname.contains("CBM") && StringUtils.isBlank(one.getString("price_per_cbm"))) {
+                    one.put("price_per_cbm", famt);
+                } else if ((fname.contains("KG") || fname.contains("kg") || fname.contains("公斤"))
+                        && StringUtils.isBlank(one.getString("price_per_kg"))) {
+                    one.put("price_per_kg", famt);
+                } else if (fname.contains("运输") || fname.contains("陆运") || fname.contains("运费")) {
+                    landAmt = famt;
+                    one.put("salePrice", famt);
+                    one.put("amount", famt);
+                    if (StringUtils.isNotBlank(fee.getString("remark"))) {
+                        one.put("remark", fee.getString("remark"));
+                    }
+                }
+            }
+            if (StringUtils.isNotBlank(landAmt) && StringUtils.isBlank(one.getString("amount"))) {
+                one.put("amount", landAmt);
+                one.put("salePrice", landAmt);
+            }
+            if (StringUtils.isNotBlank(one.getString("origin")) || StringUtils.isNotBlank(one.getString("destination"))) {
+                JSONArray routeRows = new JSONArray();
+                routeRows.add(one);
+                out.put("route_rows", routeRows);
+            }
+        }
         return out;
     }
 
+    private static String firstNonBlankLocal(String... vals) {
+        if (vals == null) {
+            return "";
+        }
+        for (String v : vals) {
+            if (StringUtils.isNotBlank(v) && !"-".equals(v.trim())) {
+                return v.trim();
+            }
+        }
+        return "";
+    }
+
     /**
      * 询价事实里已有陆运选项/始发站，运费兜底名就不能再写成空运费。
      */
@@ -980,7 +1099,7 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
             ver.setParseMessage("解析中，请稍候");
             ver.setUpdateTime(new Date());
             versionMapper.updateById(ver);
-            scheduleAiParseAfterCommit(ver.getId(), template.getId(), fileBytes);
+            scheduleAiParseAfterCommit(ver.getId(), template.getId(), fileBytes, true);
             enqueueSnapshotPreview(ver.getId());
         } catch (Exception e) {
             log.error("模板补解析失败 templateId={} objectKey={}", templateId, ver.getObjectKey(), e);
@@ -993,10 +1112,13 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
 
     /**
      * 智能体回写 AI 映射。校验白名单与 feeRegion 增行配置；未映射必填 → mapping_incomplete。
+     * <p>
+     * mergeExisting=true 时：与库中旧 mapping 智能合并（对齐标签的旧坐标保留，对不上的改用新坐标）。
      */
     @Override
     @Transactional(rollbackFor = Exception.class)
-    public void applyParseResult(String versionId, boolean ok, String mappingJson, String parseMessage, String parseStatus) {
+    public void applyParseResult(String versionId, boolean ok, String mappingJson, String parseMessage,
+                                 String parseStatus, boolean mergeExisting) {
         if (StringUtils.isBlank(versionId)) {
             throw new IllegalArgumentException("versionId 必填");
         }
@@ -1032,6 +1154,41 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
             versionMapper.updateById(ver);
             return;
         }
+        // 未换文件重新解析：仍对齐的旧坐标保留；对不上标签的改用新坐标
+        if (mergeExisting && StringUtils.isNotBlank(ver.getMappingJson())) {
+            try {
+                JSONObject old = JSON.parseObject(ver.getMappingJson());
+                if (old != null) {
+                    org.apache.poi.ss.usermodel.Workbook wb = null;
+                    try {
+                        if (StringUtils.isNotBlank(ver.getObjectKey())) {
+                            Path local = resolveObjectPath(ver.getObjectKey());
+                            try (InputStream in = Files.newInputStream(local)) {
+                                wb = org.apache.poi.ss.usermodel.WorkbookFactory.create(in);
+                            }
+                        }
+                    } catch (Exception ex) {
+                        log.warn("合并校验打开模板失败 versionId={} err={}", versionId, ex.getMessage());
+                    }
+                    try {
+                        mapping = mergeMappingPreferExisting(old, mapping, wb);
+                    } finally {
+                        if (wb != null) {
+                            try {
+                                wb.close();
+                            } catch (Exception ignored) {
+                                // ignore
+                            }
+                        }
+                    }
+                    log.info("模板映射智能合并 versionId={} oldFields={}",
+                            versionId,
+                            old.getJSONObject("fields") == null ? 0 : old.getJSONObject("fields").size());
+                }
+            } catch (Exception e) {
+                log.warn("旧 mapping 合并跳过 versionId={} err={}", versionId, e.getMessage());
+            }
+        }
         String validateErr = validateAiMapping(mapping);
         if (validateErr != null) {
             ver.setParseStatus("failed");
@@ -1049,12 +1206,186 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
         applyExcelMapping(ver, template != null ? template : new InquiryQuoteTemplate(), mapping);
         if (StringUtils.isNotBlank(parseMessage) && "failed".equals(ver.getParseStatus())) {
             ver.setParseMessage(parseMessage);
+        } else if (mergeExisting && !"failed".equals(ver.getParseStatus())) {
+            // 合并后重算摘要点数，避免沿用 AI 单轮字数
+            int pts = ver.getMappingPointCount() == null ? 0 : ver.getMappingPointCount();
+            String base = "已解析 " + pts + " 个映射点（对齐的保留，对不上的改用新坐标）";
+            if (StringUtils.isNotBlank(parseMessage) && parseMessage.contains("未解析到")) {
+                int idx = parseMessage.indexOf("；未解析到");
+                if (idx > 0) {
+                    base = base + parseMessage.substring(idx);
+                }
+            }
+            ver.setParseMessage(base);
         }
         ver.setUpdateBy("agent");
         ver.setUpdateTime(new Date());
         versionMapper.updateById(ver);
     }
 
+    /**
+     * 重新解析合并（无 Workbook 时退化为旧坐标优先，兼容单测）。
+     */
+    public static JSONObject mergeMappingPreferExisting(JSONObject oldMapping, JSONObject newMapping) {
+        return mergeMappingPreferExisting(oldMapping, newMapping, null);
+    }
+
+    /**
+     * 重新解析合并：费用/线路区仍按 id 旧优先；fields 在对照模板后智能取舍。
+     * <p>
+     * 规则：旧无→用新；新无→留旧；两者相同→留旧；旧坐标仍贴标签→留旧；
+     * 旧坐标对不上标签（有 Workbook 可校验）→改用新坐标。
+     * mappingGaps 以新结果为准。
+     *
+     * @param workbook 可空；有则校验旧坐标是否仍对齐标签
+     */
+    public static JSONObject mergeMappingPreferExisting(JSONObject oldMapping, JSONObject newMapping,
+                                                 org.apache.poi.ss.usermodel.Workbook workbook) {
+        JSONObject out = new JSONObject(true);
+        if (newMapping != null) {
+            out.putAll(newMapping);
+        }
+        if (oldMapping == null) {
+            return out;
+        }
+        JSONObject newFields = newMapping == null ? null : newMapping.getJSONObject("fields");
+        JSONObject oldFields = oldMapping.getJSONObject("fields");
+        JSONObject fields = new JSONObject(true);
+        if (newFields != null) {
+            fields.putAll(newFields);
+        }
+        JSONObject newMeta = newMapping == null ? null : newMapping.getJSONObject("fieldMeta");
+        JSONObject oldMeta = oldMapping.getJSONObject("fieldMeta");
+        JSONObject metaOut = new JSONObject(true);
+        if (newMeta != null) {
+            metaOut.putAll(newMeta);
+        }
+        Set<String> codes = new LinkedHashSet<>();
+        if (oldFields != null) {
+            codes.addAll(oldFields.keySet());
+        }
+        if (newFields != null) {
+            codes.addAll(newFields.keySet());
+        }
+        for (String code : codes) {
+            String oldCell = oldFields == null ? null : StringUtils.trimToNull(oldFields.getString(code));
+            String newCell = newFields == null ? null : StringUtils.trimToNull(newFields.getString(code));
+            String chosen;
+            boolean keptOld;
+            if (StringUtils.isBlank(oldCell)) {
+                chosen = newCell;
+                keptOld = false;
+            } else if (StringUtils.isBlank(newCell)) {
+                chosen = oldCell;
+                keptOld = true;
+            } else if (oldCell.equalsIgnoreCase(newCell)) {
+                chosen = oldCell;
+                keptOld = true;
+                // 新旧都是 B3 单选时仍要纠到 RFQ 标签格
+                if ("quote_no".equals(code) && workbook != null
+                        && !QuoteTemplateExcelSupport.fieldMappingStillAligned(workbook, code, oldCell)) {
+                    String better = QuoteTemplateExcelSupport.relocateQuoteNoCell(workbook, oldCell);
+                    if (StringUtils.isNotBlank(better) && !better.equalsIgnoreCase(oldCell)) {
+                        chosen = better;
+                        keptOld = false;
+                        JSONObject qm = metaOut.getJSONObject("quote_no");
+                        if (qm == null) {
+                            qm = new JSONObject(true);
+                        }
+                        qm.put("sameCellAfterColon", true);
+                        metaOut.put("quote_no", qm);
+                        log.info("映射坐标纠偏 code={} old={} -> new={}", code, oldCell, chosen);
+                    }
+                }
+            } else if (workbook != null
+                    && QuoteTemplateExcelSupport.fieldMappingStillAligned(workbook, code, oldCell)) {
+                chosen = oldCell;
+                keptOld = true;
+            } else if (workbook != null) {
+                // 旧坐标对不上标签 → 用新；quote_no 若仍落在单选格则再纠到标签格冒号后
+                chosen = newCell;
+                keptOld = false;
+                if ("quote_no".equals(code)) {
+                    String better = QuoteTemplateExcelSupport.relocateQuoteNoCell(workbook, newCell);
+                    if (StringUtils.isNotBlank(better)) {
+                        chosen = better;
+                    }
+                    // 纠到标签格后，出单必须同格冒号后写
+                    JSONObject qm = metaOut.getJSONObject("quote_no");
+                    if (qm == null) {
+                        qm = new JSONObject(true);
+                    }
+                    qm.put("sameCellAfterColon", true);
+                    metaOut.put("quote_no", qm);
+                }
+                log.info("映射坐标纠偏 code={} old={} -> new={}", code, oldCell, chosen);
+            } else {
+                // 无表可校验时保守保留旧坐标
+                chosen = oldCell;
+                keptOld = true;
+            }
+            if (StringUtils.isNotBlank(chosen)) {
+                fields.put(code, chosen);
+            }
+            if (keptOld && oldMeta != null && oldMeta.getJSONObject(code) != null) {
+                metaOut.put(code, oldMeta.getJSONObject(code));
+            }
+        }
+        out.put("fields", fields);
+        if (!metaOut.isEmpty()) {
+            out.put("fieldMeta", metaOut);
+        }
+        out.put("feeRegions", mergeRegionsById(
+                oldMapping.getJSONArray("feeRegions"),
+                newMapping == null ? null : newMapping.getJSONArray("feeRegions")));
+        out.put("routeRegions", mergeRegionsById(
+                oldMapping.getJSONArray("routeRegions"),
+                newMapping == null ? null : newMapping.getJSONArray("routeRegions")));
+        if (out.getJSONArray("mappingGaps") != null && out.getJSONArray("mappingGaps").isEmpty()) {
+            out.put("unmappedRequired", new JSONArray());
+            out.put("unmappedLabels", new JSONArray());
+        }
+        return out;
+    }
+
+    /**
+     * 区域按 id 合并：旧 id 整段保留；新 id 追加在后。
+     */
+    private static JSONArray mergeRegionsById(JSONArray oldArr, JSONArray newArr) {
+        JSONArray out = new JSONArray();
+        Set<String> seen = new LinkedHashSet<>();
+        if (oldArr != null) {
+            for (int i = 0; i < oldArr.size(); i++) {
+                JSONObject r = oldArr.getJSONObject(i);
+                if (r == null) {
+                    continue;
+                }
+                String id = StringUtils.defaultString(r.getString("id"));
+                if (StringUtils.isNotBlank(id)) {
+                    seen.add(id);
+                }
+                out.add(r);
+            }
+        }
+        if (newArr != null) {
+            for (int i = 0; i < newArr.size(); i++) {
+                JSONObject r = newArr.getJSONObject(i);
+                if (r == null) {
+                    continue;
+                }
+                String id = StringUtils.defaultString(r.getString("id"));
+                if (StringUtils.isNotBlank(id) && seen.contains(id)) {
+                    continue;
+                }
+                if (StringUtils.isNotBlank(id)) {
+                    seen.add(id);
+                }
+                out.add(r);
+            }
+        }
+        return out;
+    }
+
     /**
      * 把误标为 mapping_incomplete、但已有映射点的版本纠偏为 parsed。
      */
@@ -1384,7 +1715,10 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
 
     /**
      * 从 mappingJson 取出智能体对照清单算出的未映射说明（中文）。
-     * 若 mappingGaps 为空，用 unmappedLabels / unmappedRequired 兜底，保证列表能提示。
+     * <p>
+     * 口径：有 {@code mappingGaps} 字段时（含空数组）只认它——空数组即「系统判定齐全、角标 0」；
+     * 仅旧数据完全没有该字段时，才用 unmappedLabels / unmappedRequired 兜底。
+     * 说明性 unmappedLabels 不得在齐全时抬高列表「未解析」角标。
      */
     private static List<String> extractMappingGaps(String mappingJson) {
         if (StringUtils.isBlank(mappingJson)) {
@@ -1392,19 +1726,24 @@ public class InquiryQuoteTemplateServiceImpl extends ServiceImpl<InquiryQuoteTem
         }
         try {
             JSONObject obj = JSON.parseObject(mappingJson);
-            JSONArray arr = obj.getJSONArray("mappingGaps");
+            if (obj == null) {
+                return Collections.emptyList();
+            }
             List<String> out = new ArrayList<>();
-            if (arr != null) {
-                for (int i = 0; i < arr.size(); i++) {
-                    String s = arr.getString(i);
-                    if (StringUtils.isNotBlank(s)) {
-                        out.add(s);
+            // 显式有 mappingGaps 键：空也算齐全，禁止再用 AI 自报标签抬角标
+            if (obj.containsKey("mappingGaps")) {
+                JSONArray arr = obj.getJSONArray("mappingGaps");
+                if (arr != null) {
+                    for (int i = 0; i < arr.size(); i++) {
+                        String s = arr.getString(i);
+                        if (StringUtils.isNotBlank(s)) {
+                            out.add(s);
+                        }
                     }
                 }
-            }
-            if (!out.isEmpty()) {
                 return out;
             }
+            // 旧版映射无 mappingGaps：才兜底
             JSONArray labels = obj.getJSONArray("unmappedLabels");
             if (labels != null) {
                 for (int i = 0; i < labels.size(); i++) {

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/service/impl/InquiryStaffRoleServiceImpl.java

@@ -174,6 +174,9 @@ public class InquiryStaffRoleServiceImpl extends ServiceImpl<InquiryStaffRoleMap
             one.put("wecomId", row.getWecomId());
             one.put("roleCode", row.getRoleCode());
             one.put("status", row.getStatus());
+            // 成交跟进按「是负责人 + 负责线路」匹配，缺这两项智能体对不上人。
+            one.put("isLeader", row.getIsLeader());
+            one.put("routes", StringUtils.defaultString(row.getRoutes()));
             out.add(one);
         }
         return out;

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/service/impl/InquiryWorkOrderServiceImpl.java

@@ -209,11 +209,27 @@ public class InquiryWorkOrderServiceImpl extends ServiceImpl<InquiryTicketMapper
         if (TicketStatuses.CLOSED.equals(to) && StringUtils.isNotBlank(req.getRemark())) {
             ticket.setCloseReason(req.getRemark());
         }
+        if (TicketStatuses.LOST.equals(to)) {
+            ticket.setNextFollowupAt(null);
+            if (StringUtils.isNotBlank(req.getLostReason())) {
+                ticket.setLostReason(StringUtils.left(req.getLostReason().trim(), 500));
+            }
+        } else if (TicketStatuses.DEAL.equals(to)) {
+            ticket.setNextFollowupAt(null);
+            if (StringUtils.isNotBlank(req.getDealNotifySummary())) {
+                ticket.setDealNotifySummary(StringUtils.left(req.getDealNotifySummary().trim(), 500));
+            }
+        } else if (TicketStatuses.NEGOTIATING.equals(to)) {
+            Date follow = parseDateTime(req.getNextFollowupAt());
+            ticket.setNextFollowupAt(follow);
+        }
         ticket.setVersion(ticket.getVersion() == null ? 2 : ticket.getVersion() + 1);
         ticket.setUpdateBy(operator);
         ticket.setUpdateTime(new Date());
         updateById(ticket);
-        appendLog(ticket, from, to, "transition", operator, req.getRemark());
+        String remark = StringUtils.defaultIfBlank(req.getRemark(),
+                StringUtils.defaultIfBlank(req.getDealNotifySummary(), req.getLostReason()));
+        appendLog(ticket, from, to, "transition", operator, remark);
         return ticket;
     }
 
@@ -569,9 +585,13 @@ public class InquiryWorkOrderServiceImpl extends ServiceImpl<InquiryTicketMapper
         }
         String status = StringUtils.defaultString(ticket.getStatus());
         String waitPhase;
-        if (TicketStatuses.DEAL.equals(status) || TicketStatuses.LOST.equals(status)
-                || TicketStatuses.NEGOTIATING.equals(status) || TicketStatuses.CLOSED.equals(status)) {
+        if (TicketStatuses.DEAL.equals(status) || TicketStatuses.CLOSED.equals(status)) {
             waitPhase = "done";
+        } else if (TicketStatuses.LOST.equals(status)) {
+            waitPhase = StringUtils.isBlank(ticket.getLostReason()) ? "wait_lost_reason" : "done";
+        } else if (TicketStatuses.NEGOTIATING.equals(status)) {
+            // 协商中会话不能结束：还要再问成交，也可中途改成交/未成交。
+            waitPhase = "wait_deal";
         } else if (TicketStatuses.QUOTED.equals(status) && !quote.isEmpty()) {
             // 文件已发出：成交跟进。六态仍是已报价，不能退回协同/出方案卡
             if (quoteFileAlreadyIssued(no, quote)) {
@@ -592,6 +612,12 @@ public class InquiryWorkOrderServiceImpl extends ServiceImpl<InquiryTicketMapper
         out.put("facts", facts);
         out.put("quote", quote);
         out.put("wait_phase", waitPhase);
+        out.put("lost_reason", StringUtils.defaultString(ticket.getLostReason()));
+        out.put("lostReason", StringUtils.defaultString(ticket.getLostReason()));
+        out.put("deal_notify_summary", StringUtils.defaultString(ticket.getDealNotifySummary()));
+        if (ticket.getNextFollowupAt() != null) {
+            out.put("next_followup_at", new SimpleDateFormat("yyyy-MM-dd HH:mm:ss").format(ticket.getNextFollowupAt()));
+        }
         out.put("collab_chat_id", StringUtils.defaultString(ticket.getCollabChatId()));
         Map<String, String> collabFacts = new LinkedHashMap<>();
         if (StringUtils.isNotBlank(ticket.getCollabFactsJson())) {
@@ -773,6 +799,8 @@ public class InquiryWorkOrderServiceImpl extends ServiceImpl<InquiryTicketMapper
         out.put("business_line", StringUtils.defaultString(ticket.getBusinessLine()));
         out.put("facts", parseFactsJson(ticket.getFactsJson()));
         out.put("quote", latestQuotePayload(ticket.getWorkOrderNo()));
+        out.put("lost_reason", StringUtils.defaultString(ticket.getLostReason()));
+        out.put("lostReason", StringUtils.defaultString(ticket.getLostReason()));
         return out;
     }
 
@@ -1027,6 +1055,130 @@ public class InquiryWorkOrderServiceImpl extends ServiceImpl<InquiryTicketMapper
                 .last("LIMIT 1"), false);
     }
 
+    /**
+     * 未成交后补原因。不改六态；已有原因可覆盖。
+     */
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public Map<String, Object> patchLostReason(String workOrderNo, String lostReason, String operator) {
+        Map<String, Object> out = new LinkedHashMap<>();
+        String no = StringUtils.trimToEmpty(workOrderNo);
+        String reason = StringUtils.left(StringUtils.trimToEmpty(lostReason), 500);
+        out.put("ok", false);
+        if (StringUtils.isBlank(no) || StringUtils.isBlank(reason)) {
+            out.put("error", "workOrderNo_or_reason_blank");
+            return out;
+        }
+        InquiryTicket ticket = findByWorkOrderNo(no);
+        if (ticket == null) {
+            out.put("error", "ticket_not_found");
+            return out;
+        }
+        if (!TicketStatuses.LOST.equals(ticket.getStatus())) {
+            out.put("error", "not_lost");
+            out.put("status", ticket.getStatus());
+            return out;
+        }
+        ticket.setLostReason(reason);
+        ticket.setUpdateBy(StringUtils.defaultIfBlank(operator, "agent"));
+        ticket.setUpdateTime(new Date());
+        updateById(ticket);
+        appendLog(ticket, ticket.getStatus(), ticket.getStatus(), "lost_reason", operator, reason);
+        out.put("ok", true);
+        out.put("work_order_no", no);
+        out.put("lost_reason", reason);
+        return out;
+    }
+
+    /**
+     * 认领到期协商再问：状态仍是协商中且 next_followup_at 已到。
+     * 清空再问时刻，Worker 只发这一轮；销售再选协商中才会排下一轮。
+     */
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public List<Map<String, Object>> claimDueNegotiate() {
+        Date now = new Date();
+        List<InquiryTicket> due = list(new LambdaQueryWrapper<InquiryTicket>()
+                .eq(InquiryTicket::getStatus, TicketStatuses.NEGOTIATING)
+                .isNotNull(InquiryTicket::getNextFollowupAt)
+                .le(InquiryTicket::getNextFollowupAt, now)
+                .last("LIMIT 50"));
+        List<Map<String, Object>> out = new ArrayList<>();
+        if (due == null || due.isEmpty()) {
+            return out;
+        }
+        for (InquiryTicket ticket : due) {
+            ticket.setNextFollowupAt(null);
+            ticket.setUpdateBy("agent");
+            ticket.setUpdateTime(now);
+            updateById(ticket);
+            appendLog(ticket, ticket.getStatus(), ticket.getStatus(), "negotiate_followup", "agent", "协商再问已发出");
+            out.add(toDueNegotiateRow(ticket));
+        }
+        return out;
+    }
+
+    /**
+     * Worker 再问需要的最小快照：会话通道、字段、报价。
+     */
+    private Map<String, Object> toDueNegotiateRow(InquiryTicket ticket) {
+        Map<String, Object> row = new LinkedHashMap<>();
+        row.put("work_order_no", ticket.getWorkOrderNo());
+        row.put("workOrderNo", ticket.getWorkOrderNo());
+        row.put("sales_wecom_id", StringUtils.defaultString(ticket.getSalesWecomId()));
+        row.put("salesWecomId", StringUtils.defaultString(ticket.getSalesWecomId()));
+        row.put("sales_name", StringUtils.defaultString(ticket.getSalesName()));
+        row.put("business_line", StringUtils.defaultString(ticket.getBusinessLine()));
+        row.put("collab_chat_id", StringUtils.defaultString(ticket.getCollabChatId()));
+        row.put("status", ticket.getStatus());
+        Map<String, String> facts = new LinkedHashMap<>();
+        if (StringUtils.isNotBlank(ticket.getFactsJson())) {
+            JSONObject stored = JSON.parseObject(ticket.getFactsJson());
+            if (stored != null) {
+                for (String key : stored.keySet()) {
+                    if (stored.get(key) != null) {
+                        facts.put(key, String.valueOf(stored.get(key)));
+                    }
+                }
+            }
+        }
+        if (StringUtils.isNotBlank(ticket.getOrigin())) {
+            facts.putIfAbsent("起运港", ticket.getOrigin());
+        }
+        if (StringUtils.isNotBlank(ticket.getDestination())) {
+            facts.putIfAbsent("目的港", ticket.getDestination());
+        }
+        row.put("facts", facts);
+        Map<String, Object> quote = new LinkedHashMap<>();
+        List<InquiryQuote> quotes = quoteMapper.selectList(new LambdaQueryWrapper<InquiryQuote>()
+                .eq(InquiryQuote::getWorkOrderNo, ticket.getWorkOrderNo())
+                .orderByDesc(InquiryQuote::getCreateTime)
+                .last("LIMIT 1"));
+        if (quotes != null && !quotes.isEmpty() && StringUtils.isNotBlank(quotes.get(0).getPayloadJson())) {
+            JSONObject parsed = JSON.parseObject(quotes.get(0).getPayloadJson());
+            if (parsed != null) {
+                quote.putAll(parsed);
+            }
+        }
+        row.put("quote", quote);
+        return row;
+    }
+
+    private static Date parseDateTime(String raw) {
+        if (StringUtils.isBlank(raw)) {
+            return null;
+        }
+        String text = raw.trim().replace("T", " ");
+        if (text.length() >= 19) {
+            text = text.substring(0, 19);
+        }
+        try {
+            return new SimpleDateFormat("yyyy-MM-dd HH:mm:ss").parse(text);
+        } catch (Exception e) {
+            return parseDate(raw);
+        }
+    }
+
     private void appendLog(InquiryTicket ticket, String from, String to, String action, String operator, String remark) {
         InquiryTicketStatusLog log = new InquiryTicketStatusLog();
         log.setTicketId(ticket.getId());

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/staff/LandStaffMatcher.java

@@ -12,7 +12,7 @@ import java.util.Map;
  * 陆运拉群人员匹配：只看员工管理里岗位=产品·陆运且启用的人。
  * <p>
  * 用本单线路类别对负责线路：按逗号/顿号拆整词，禁止把「中港/中亚/中欧」按斜杠切开。
- * 没有「陆运全线」快捷项；四条都要跟就须后台四条都勾。
+ * 负责线路含「陆运全线」时视为命中全部线路类别（与海运「海运全线」对称）。
  * 禁止：按销售 userid 伪造名单；不查企微通讯录。
  */
 public final class LandStaffMatcher {
@@ -47,7 +47,9 @@ public final class LandStaffMatcher {
             if (StringUtils.isBlank(row.getWecomId())) {
                 continue;
             }
-            if (!routeTokens(row.getRoutes()).contains(want)) {
+            List<String> tokens = routeTokens(row.getRoutes());
+            // 陆运全线：跟海运全线一样，一条勾选覆盖全部线路类别
+            if (!tokens.contains("陆运全线") && !tokens.contains(want)) {
                 continue;
             }
             Map<String, Object> item = new LinkedHashMap<>();

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/tms/InquiryTmsQueryService.java

@@ -300,6 +300,8 @@ public class InquiryTmsQueryService {
         quote.put("source", "TMS");
         quote.put("source_label", "TMS 标准报价");
         quote.put("fee_lines", buildFeeLinesJson(data, freightMoney.amount, otherMoney.amount, headerCurrency));
+        // 海运 feeItems 是分段桶：polCostItems / oceanCostItems / podCostItems，单独透出给模板分区回填
+        putSeaFeeBuckets(quote, data);
         // 锁舱必须带着 TMS 报价编号和舱位选项，不能只落金额。
         // 真实 TMS 的 quoteId 形如 AIR-数字-数字，optionNo 是 AIR-OPT01（中间没有第二根横杠）。
         String quoteId = firstText(data.get("quoteId"), data.get("quote_id"),
@@ -318,6 +320,12 @@ public class InquiryTmsQueryService {
                     ? String.valueOf(airOptions)
                     : JSON.toJSONString(airOptions));
         }
+        // 陆运线路段：与空运 airOptions 同级透出，供模板 routeRegions 填项目一
+        putLandSegments(quote, data, tms);
+        String isMulti = firstText(data.get("isMulti"), data.get("is_multi"));
+        if (StringUtils.isNotBlank(isMulti)) {
+            quote.put("isMulti", isMulti);
+        }
         String chargeable = firstText(data.get("chargeableWeightKg"), data.get("chargeable_weight_kg"));
         if (StringUtils.isNotBlank(chargeable)) {
             quote.put("chargeableWeightKg", chargeable);
@@ -325,6 +333,127 @@ public class InquiryTmsQueryService {
         return quote;
     }
 
+    /**
+     * 陆运 landSegments 原样+规范化写入 quote。
+     * <p>
+     * 为何：模板 routeRegions 的 tmsSource=landSegments；若不落库/不入 quote，
+     * 出单只能写出始发目的时效，车型价/分腿价全空。
+     */
+    @SuppressWarnings("unchecked")
+    private static void putLandSegments(Map<String, String> quote, Map<String, Object> data, Map<String, Object> tms) {
+        if (quote == null) {
+            return;
+        }
+        Object raw = first(
+                data == null ? null : data.get("landSegments"),
+                data == null ? null : data.get("land_segments"),
+                tms == null ? null : tms.get("landSegments"),
+                tms == null ? null : tms.get("land_segments"));
+        if (raw == null) {
+            return;
+        }
+        String json = raw instanceof String ? String.valueOf(raw) : JSON.toJSONString(raw);
+        if (StringUtils.isBlank(json) || "null".equalsIgnoreCase(json) || "[]".equals(json.trim())) {
+            return;
+        }
+        quote.put("landSegments", json);
+        // 同步一份 route_rows，字段名对齐填表（transit_time / salePrice 等）
+        List<Map<String, String>> rows = normalizeLandSegmentRows(raw);
+        if (!rows.isEmpty()) {
+            quote.put("route_rows", JSON.toJSONString(rows));
+        }
+        // feeItems 为空时，用各腿售价补一条运输费，避免报价明细全空
+        String feeLines = quote.get("fee_lines");
+        if ((StringUtils.isBlank(feeLines) || "[]".equals(feeLines.trim())) && !rows.isEmpty()) {
+            List<Map<String, String>> lines = new ArrayList<>();
+            for (Map<String, String> seg : rows) {
+                String amount = firstText(seg.get("salePrice"), seg.get("costPrice"), seg.get("amount"));
+                if (StringUtils.isBlank(amount) || "-".equals(amount)) {
+                    continue;
+                }
+                Map<String, String> line = new LinkedHashMap<>();
+                line.put("name", "运输费");
+                line.put("amount", amount);
+                if (StringUtils.isNotBlank(seg.get("currency"))) {
+                    line.put("currency", seg.get("currency"));
+                }
+                if (StringUtils.isNotBlank(seg.get("remark"))) {
+                    line.put("remark", seg.get("remark"));
+                }
+                lines.add(line);
+            }
+            if (!lines.isEmpty()) {
+                quote.put("fee_lines", JSON.toJSONString(lines));
+            }
+        }
+    }
+
+    /**
+     * landSegments[] → 填表行：统一 origin/destination/salePrice/transit_time/vehicleType。
+     */
+    @SuppressWarnings("unchecked")
+    static List<Map<String, String>> normalizeLandSegmentRows(Object raw) {
+        List<Map<String, String>> out = new ArrayList<>();
+        List<?> list;
+        if (raw instanceof List) {
+            list = (List<?>) raw;
+        } else if (raw instanceof String) {
+            try {
+                Object parsed = JSON.parse(String.valueOf(raw));
+                if (!(parsed instanceof List)) {
+                    return out;
+                }
+                list = (List<?>) parsed;
+            } catch (Exception e) {
+                return out;
+            }
+        } else {
+            return out;
+        }
+        for (Object item : list) {
+            if (!(item instanceof Map)) {
+                continue;
+            }
+            Map<?, ?> seg = (Map<?, ?>) item;
+            Map<String, String> row = new LinkedHashMap<>();
+            putExtra(row, "segmentSequence", firstText(seg.get("segmentSequence"), seg.get("sequence")));
+            putExtra(row, "routeLegSequence", firstText(seg.get("routeLegSequence"), seg.get("legSequence")));
+            putExtra(row, "origin", firstText(seg.get("origin"), seg.get("originName"), seg.get("originCode")));
+            putExtra(row, "originCode", firstText(seg.get("originCode")));
+            putExtra(row, "destination", firstText(seg.get("destination"), seg.get("destinationName"), seg.get("destinationCode")));
+            putExtra(row, "destinationCode", firstText(seg.get("destinationCode")));
+            putExtra(row, "vehicleType", firstText(seg.get("vehicleType"), seg.get("vehicle_type"), seg.get("truckType")));
+            putExtra(row, "landTransportType", firstText(seg.get("landTransportType")));
+            putExtra(row, "routeCategory", firstText(seg.get("routeCategory")));
+            putExtra(row, "currency", firstText(seg.get("currency"), seg.get("settlementCurrency")));
+            String sale = firstText(seg.get("salePrice"), seg.get("sale_price"));
+            String cost = firstText(seg.get("costPrice"), seg.get("cost_price"));
+            putExtra(row, "salePrice", sale);
+            putExtra(row, "costPrice", cost);
+            putExtra(row, "amount", firstText(sale, cost));
+            String transit = firstText(seg.get("transitDays"), seg.get("transit_time"), seg.get("transitTime"),
+                    seg.get("aging"));
+            putExtra(row, "transitDays", transit);
+            putExtra(row, "transit_time", transit);
+            putExtra(row, "remark", firstText(seg.get("remark"), seg.get("note"), seg.get("description")));
+            // 腿上若带分项费率扩展字段，原样带上供「提货费/元/CBM」列匹配
+            String[][] rateKeys = {
+                    {"pickupFee", "pickup_fee"}, {"deliveryFee", "delivery_fee"},
+                    {"pricePerCbm", "price_per_cbm"}, {"pricePerKg", "price_per_kg"},
+                    {"minCharge", "min_charge"}, {"landFreight", "land_freight"}
+            };
+            for (String[] pair : rateKeys) {
+                putExtra(row, pair[1], firstText(seg.get(pair[0]), seg.get(pair[1])));
+                putExtra(row, pair[0], firstText(seg.get(pair[0])));
+            }
+            if (StringUtils.isNotBlank(row.get("origin")) || StringUtils.isNotBlank(row.get("destination"))
+                    || StringUtils.isNotBlank(row.get("amount"))) {
+                out.add(row);
+            }
+        }
+        return out;
+    }
+
     /**
      * 把本次 TMS 报价写回工单主表，供后台列表/详情展示。
      * 没有的成本/毛利率不编；售价用销售合计。
@@ -351,6 +480,8 @@ public class InquiryTmsQueryService {
     /**
      * 抽出销售侧价格明细行。优先 TMS 费用清单，没有再用常见费用字段兜底。
      * 每行带自己的币种；没有就继承表头，仍然不编造。
+     * 海运 feeItems 常是 [{polCostItems:[...]},{oceanCostItems:[...]},{podCostItems:[...]}]，
+     * 需展开各桶再扁平，否则顶层无 feeName 会抽成空列表。
      */
     @SuppressWarnings("unchecked")
     private static String buildFeeLinesJson(Map<String, Object> data, String freight, String other, String headerCurrency) {
@@ -362,14 +493,22 @@ public class InquiryTmsQueryService {
                     continue;
                 }
                 Map<?, ?> row = (Map<?, ?>) item;
-                String name = firstText(row.get("feeName"), row.get("name"), row.get("chargeName"),
-                        row.get("itemName"), row.get("feeType"));
-                String amount = firstText(row.get("salePrice"), row.get("amount"), row.get("price"),
-                        row.get("feeAmount"), row.get("totalPrice"));
-                String lineCurrency = TmsQuoteCurrency.fromFeeRow(row);
-                addFeeLine(lines, name, amount,
-                        StringUtils.isNotBlank(lineCurrency) ? lineCurrency : headerCurrency,
-                        extrasFromFee(row));
+                // 海运分段桶：展开子列表
+                boolean nested = false;
+                for (String bucket : new String[]{"polCostItems", "oceanCostItems", "podCostItems"}) {
+                    Object sub = row.get(bucket);
+                    if (sub instanceof List) {
+                        nested = true;
+                        for (Object one : (List<?>) sub) {
+                            if (one instanceof Map) {
+                                appendFeeLineFromRow(lines, (Map<?, ?>) one, headerCurrency);
+                            }
+                        }
+                    }
+                }
+                if (!nested) {
+                    appendFeeLineFromRow(lines, row, headerCurrency);
+                }
             }
         }
         if (lines.isEmpty()) {
@@ -384,6 +523,60 @@ public class InquiryTmsQueryService {
         return JSON.toJSONString(lines);
     }
 
+    /**
+     * 海运三段费用桶单独落 quote，供模板 feeRegions 按 tmsSource 分区写，禁止三段共用扁平 fee_lines。
+     */
+    @SuppressWarnings("unchecked")
+    private static void putSeaFeeBuckets(Map<String, String> quote, Map<String, Object> data) {
+        if (quote == null || data == null) {
+            return;
+        }
+        Object raw = first(data.get("feeItems"), data.get("feeList"));
+        if (!(raw instanceof List)) {
+            return;
+        }
+        Map<String, List<Map<String, String>>> buckets = new LinkedHashMap<>();
+        buckets.put("polCostItems", new ArrayList<>());
+        buckets.put("oceanCostItems", new ArrayList<>());
+        buckets.put("podCostItems", new ArrayList<>());
+        String headerCurrency = TmsQuoteCurrency.fromHeader(data);
+        for (Object item : (List<?>) raw) {
+            if (!(item instanceof Map)) {
+                continue;
+            }
+            Map<?, ?> row = (Map<?, ?>) item;
+            for (String bucket : buckets.keySet()) {
+                Object sub = row.get(bucket);
+                if (!(sub instanceof List)) {
+                    continue;
+                }
+                for (Object one : (List<?>) sub) {
+                    if (one instanceof Map) {
+                        appendFeeLineFromRow(buckets.get(bucket), (Map<?, ?>) one, headerCurrency);
+                    }
+                }
+            }
+        }
+        for (Map.Entry<String, List<Map<String, String>>> e : buckets.entrySet()) {
+            if (!e.getValue().isEmpty()) {
+                String json = JSON.toJSONString(e.getValue());
+                quote.put(e.getKey(), json);
+                quote.put("fee_rows_" + e.getKey(), json);
+            }
+        }
+    }
+
+    private static void appendFeeLineFromRow(List<Map<String, String>> lines, Map<?, ?> row, String headerCurrency) {
+        String name = firstText(row.get("feeName"), row.get("name"), row.get("chargeName"),
+                row.get("itemName"), row.get("feeType"));
+        String amount = firstText(row.get("salePrice"), row.get("amount"), row.get("price"),
+                row.get("feeAmount"), row.get("totalPrice"));
+        String lineCurrency = TmsQuoteCurrency.fromFeeRow(row);
+        addFeeLine(lines, name, amount,
+                StringUtils.isNotBlank(lineCurrency) ? lineCurrency : headerCurrency,
+                extrasFromFee(row));
+    }
+
     /**
      * 费用行上的单位 / 数量 / 单价 / 备注只取 TMS 原文，没有就空着。
      */

inquiry-api/jeecg-module-inquiry/src/main/resources/db/migration_inq_ticket_deal_followup_v1.sql

@@ -0,0 +1,14 @@
+-- 成交跟进：未成交原因 / 协商再问时刻 / 成交通知摘要。
+-- 仅改 inquiry_robot；幂等需手工确认列是否已存在。
+-- 库：inquiry_robot
+
+SET NAMES utf8mb4;
+
+ALTER TABLE `inq_ticket`
+  ADD COLUMN `lost_reason` varchar(500) NULL COMMENT '未成交原因，不是关单原因' AFTER `close_reason`;
+
+ALTER TABLE `inq_ticket`
+  ADD COLUMN `next_followup_at` datetime NULL COMMENT '协商中下次再问（工作日 09:00）' AFTER `lost_reason`;
+
+ALTER TABLE `inq_ticket`
+  ADD COLUMN `deal_notify_summary` varchar(500) NULL COMMENT '成交通知：已推负责人/无匹配/未发出' AFTER `next_followup_at`;

inquiry-api/jeecg-module-inquiry/src/main/resources/db/migration_inquiry_menu_button_detail_v1.sql

@@ -0,0 +1,76 @@
+-- 询价后台菜单按钮：让角色树展开「查看/导出」等明细（对齐旧运营后台）
+-- 库：inquiry_robot；幂等。
+-- 根因：子菜单 is_leaf=1 时 Jeecg queryTreeList 不递归 menu_type=2 按钮。
+
+-- 1) 有子节点的菜单必须非叶子
+UPDATE sys_permission
+   SET is_leaf = 0
+ WHERE id IN (
+   'b1000000000000000000000000000001',
+   'b1000000000000000000000000000002',
+   'b1000000000000000000000000000003',
+   'b1000000000000000000000000000004',
+   'b1000000000000000000000000000005',
+   'b1000000000000000000000000000006',
+   'b1000000000000000000000000000010',
+   'b1000000000000000000000000000011',
+   'b1000000000000000000000000000012',
+   'b1000000000000000000000000000013'
+ );
+
+-- 2) 页面菜单不要挂 perms（权限码只在按钮上）
+UPDATE sys_permission
+   SET perms = NULL
+ WHERE id IN (
+   'b1000000000000000000000000000002',
+   'b1000000000000000000000000000003',
+   'b1000000000000000000000000000004',
+   'b1000000000000000000000000000005',
+   'b1000000000000000000000000000006'
+ );
+
+-- 3) 已有按钮改名为旧后台口径
+UPDATE sys_permission SET name='查看' WHERE id='b1000000000000000000000000000021';
+UPDATE sys_permission SET name='查看' WHERE id='b1000000000000000000000000000031';
+UPDATE sys_permission SET name='关闭工单' WHERE id='b1000000000000000000000000000032';
+UPDATE sys_permission SET name='查看' WHERE id='b1000000000000000000000000000041';
+UPDATE sys_permission SET name='新增' WHERE id='b1000000000000000000000000000042';
+UPDATE sys_permission SET name='编辑' WHERE id='b1000000000000000000000000000043';
+UPDATE sys_permission SET name='停用' WHERE id='b1000000000000000000000000000044';
+UPDATE sys_permission SET name='查看' WHERE id='b1000000000000000000000000000051';
+UPDATE sys_permission SET name='新增' WHERE id='b1000000000000000000000000000052';
+UPDATE sys_permission SET name='编辑' WHERE id='b1000000000000000000000000000053';
+UPDATE sys_permission SET name='停用' WHERE id='b1000000000000000000000000000054';
+UPDATE sys_permission SET name='查看' WHERE id='b1000000000000000000000000000061';
+UPDATE sys_permission SET name='上传' WHERE id='b1000000000000000000000000000062';
+UPDATE sys_permission SET name='编辑' WHERE id='b1000000000000000000000000000063';
+UPDATE sys_permission SET name='启停' WHERE id='b1000000000000000000000000000064';
+UPDATE sys_permission SET name='查看' WHERE id='b1000000000000000000000000000071';
+UPDATE sys_permission SET name='编辑' WHERE id='b1000000000000000000000000000072';
+
+-- 4) 补旧后台有、当前缺的按钮
+INSERT IGNORE INTO sys_permission
+(id,parent_id,name,is_route,menu_type,perms,perms_type,sort_no,always_show,is_leaf,keep_alive,hidden,hide_tab,create_by,create_time,del_flag,rule_flag,status,internal_or_external)
+VALUES
+-- 分析看板：导出 / 更新数据
+('b1000000000000000000000000000022','b1000000000000000000000000000002','导出',0,2,'inquiry:dashboard:export','1',2,0,1,0,0,0,'admin',NOW(),0,0,'1',0),
+('b1000000000000000000000000000023','b1000000000000000000000000000002','更新数据',0,2,'inquiry:dashboard:refresh','1',3,0,1,0,0,0,'admin',NOW(),0,0,'1',0),
+-- 询价工单：导出 / 查看详情
+('b1000000000000000000000000000033','b1000000000000000000000000000003','导出',0,2,'inquiry:workorder:export','1',2,0,1,0,0,0,'admin',NOW(),0,0,'1',0),
+('b1000000000000000000000000000034','b1000000000000000000000000000003','查看详情',0,2,'inquiry:workorder:detail','1',3,0,1,0,0,0,'admin',NOW(),0,0,'1',0),
+-- 账号管理
+('b1000000000000000000000000000081','b1000000000000000000000000000011','查看',0,2,'inquiry:account:view','1',1,0,1,0,0,0,'admin',NOW(),0,0,'1',0),
+('b1000000000000000000000000000082','b1000000000000000000000000000011','编辑',0,2,'inquiry:account:edit','1',2,0,1,0,0,0,'admin',NOW(),0,0,'1',0),
+-- 角色管理
+('b1000000000000000000000000000083','b1000000000000000000000000000012','查看',0,2,'inquiry:role:view','1',1,0,1,0,0,0,'admin',NOW(),0,0,'1',0),
+('b1000000000000000000000000000084','b1000000000000000000000000000012','编辑',0,2,'inquiry:role:edit','1',2,0,1,0,0,0,'admin',NOW(),0,0,'1',0);
+
+-- 关闭工单排序靠后（详情后）
+UPDATE sys_permission SET sort_no = 4 WHERE id = 'b1000000000000000000000000000032';
+
+-- 5) admin 角色补授权全部 b100 权限
+INSERT IGNORE INTO sys_role_permission (id, role_id, permission_id)
+SELECT MD5(CONCAT('ytd-inq-menu:', r.id, ':', p.id)), r.id, p.id
+  FROM sys_role r
+  JOIN sys_permission p ON p.id LIKE 'b100%' AND p.del_flag = 0
+ WHERE r.role_code = 'admin';

inquiry-api/jeecg-module-inquiry/src/main/resources/db/migration_sys_user_dashboard_self_only_v1.sql

@@ -0,0 +1,26 @@
+-- 账号「只看本账号看板数据」+ 确保 admin 绑定超级管理员角色
+-- 库：inquiry_robot；幂等。
+
+-- 1) 列
+SET @has_col := (
+  SELECT COUNT(*) FROM information_schema.columns
+   WHERE table_schema = DATABASE()
+     AND table_name = 'sys_user'
+     AND column_name = 'dashboard_self_only'
+);
+SET @sql := IF(@has_col = 0,
+  'ALTER TABLE sys_user ADD COLUMN dashboard_self_only tinyint(1) NOT NULL DEFAULT 0 COMMENT ''只看本账号看板数据：1=是，0=否；超管忽略''',
+  'SELECT 1');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 2) admin 绑定 role_code=admin（无则补一行）
+INSERT INTO sys_user_role (id, user_id, role_id)
+SELECT REPLACE(UUID(), '-', ''), u.id, r.id
+  FROM sys_user u
+  JOIN sys_role r ON r.role_code = 'admin'
+ WHERE u.username = 'admin'
+   AND NOT EXISTS (
+     SELECT 1 FROM sys_user_role ur
+      WHERE ur.user_id = u.id AND ur.role_id = r.id
+   )
+ LIMIT 1;

inquiry-api/jeecg-module-inquiry/src/main/resources/db/migration_sys_user_last_login_time_v1.sql

@@ -0,0 +1,27 @@
+-- 账号「最后登录时间」：列表展示真实登录，不再误用 createTime。
+-- 库：inquiry_robot；幂等。
+
+-- 1) 列
+SET @has_col := (
+  SELECT COUNT(*) FROM information_schema.columns
+   WHERE table_schema = DATABASE()
+     AND table_name = 'sys_user'
+     AND column_name = 'last_login_time'
+);
+SET @sql := IF(@has_col = 0,
+  'ALTER TABLE sys_user ADD COLUMN last_login_time datetime NULL DEFAULT NULL COMMENT ''最后登录时间'' AFTER update_time',
+  'SELECT 1');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 2) 用登录日志回填（log_type=1）；已有值不覆盖
+UPDATE sys_user u
+INNER JOIN (
+  SELECT COALESCE(NULLIF(userid, ''), username) AS uname, MAX(create_time) AS last_t
+    FROM sys_log
+   WHERE log_type = 1
+     AND (userid IS NOT NULL OR username IS NOT NULL)
+   GROUP BY COALESCE(NULLIF(userid, ''), username)
+) x ON x.uname = u.username
+SET u.last_login_time = x.last_t
+WHERE u.last_login_time IS NULL
+  AND x.last_t IS NOT NULL;

inquiry-api/jeecg-module-inquiry/src/test/java/org/jeecg/modules/inquiry/staff/LandStaffMatcherTest.java

@@ -14,6 +14,7 @@ import static org.junit.jupiter.api.Assertions.assertTrue;
  * 陆运拉群人员匹配：不连库。
  * <p>
  * 只认产品·陆运启用岗；负责线路按逗号整词对线路类别，禁止按斜杠切开「中港/中亚/中欧」。
+ * 「陆运全线」命中任意线路类别。
  */
 public class LandStaffMatcherTest {
 
@@ -37,6 +38,14 @@ public class LandStaffMatcherTest {
         assertEquals(0, LandStaffMatcher.match(Arrays.asList(row), "东南亚").size());
     }
 
+    @Test
+    public void landAllRoutesHitsAnyCategory() {
+        InquiryStaffRole all = staff("land", "active", "z", "全线岗", "陆运全线");
+        assertEquals(1, LandStaffMatcher.match(Arrays.asList(all), "东南亚").size());
+        assertEquals(1, LandStaffMatcher.match(Arrays.asList(all), "中港/中亚/中欧").size());
+        assertEquals(1, LandStaffMatcher.match(Arrays.asList(all), "国内长途/零担").size());
+    }
+
     @Test
     public void ignoreSeaRole() {
         InquiryStaffRole sea = staff("sea", "active", "s", "海", "东南亚");

inquiry-api/jeecg-module-inquiry/src/test/java/org/jeecg/modules/inquiry/staff/SeaStaffMatcherTest.java

@@ -26,6 +26,12 @@ public class SeaStaffMatcherTest {
         assertEquals("p1", hits.get(0).get("wecomId"));
     }
 
+    @Test
+    public void seaAllLineAliasPulls() {
+        InquiryStaffRole row = staff("sea", "active", "p1b", "全线产品", "海运全线");
+        assertEquals(1, SeaStaffMatcher.match(Arrays.asList(row), "上海", "洛杉矶").size());
+    }
+
     @Test
     public void specificPortPullsWhenMatch() {
         InquiryStaffRole row = staff("sea", "active", "p2", "李产品", "上海,宁波");

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

@@ -132,7 +132,7 @@ public class QuoteTemplateFillTest {
     }
 
     @Test
-    public void seaFeeRemarkSplitsAndWidensColumn() throws Exception {
+    public void seaFeeRemarkStripsInternalMarkup() throws Exception {
         Path src = Files.createTempFile("quote-remark-src", ".xlsx");
         Path out = Files.createTempFile("quote-remark-out", ".xlsx");
         try (Workbook wb = new XSSFWorkbook()) {
@@ -156,13 +156,9 @@ public class QuoteTemplateFillTest {
         try (Workbook wb = new XSSFWorkbook(Files.newInputStream(out))) {
             Sheet sheet = wb.getSheetAt(0);
             org.apache.poi.ss.usermodel.Row row = sheet.getRow(18);
-            String remark = row.getCell(8).getStringCellValue();
-            assertTrue(remark.contains("计价单位：柜"));
-            assertTrue(remark.contains("加点系数：0.0000000"));
-            assertTrue(remark.contains("\n"));
-            assertTrue(row.getCell(8).getCellStyle().getWrapText());
-            assertTrue(sheet.getColumnWidth(8) >= 18 * 256);
-            assertTrue(row.getHeightInPoints() >= 30f);
+            String remark = row.getCell(8) == null ? "" : row.getCell(8).getStringCellValue();
+            assertEquals("", remark == null ? "" : remark.trim());
+            assertEquals(15.0, row.getCell(7).getNumericCellValue(), 0.01);
         } finally {
             Files.deleteIfExists(src);
             Files.deleteIfExists(out);
@@ -591,6 +587,176 @@ public class QuoteTemplateFillTest {
         assertEquals(2, out.getJSONArray("fee_rows").size());
     }
 
+    @Test
+    public void buildFillFactsProjectsLandRouteFromFeeLinesWhenNoSegments() {
+        Map<String, Object> facts = new HashMap<>();
+        facts.put("起运港", "泉州市");
+        facts.put("目的港", "南京市");
+        facts.put("运输类型", "国内运输拼车");
+        Map<String, Object> quote = new HashMap<>();
+        quote.put("total", "110.00");
+        quote.put("currency", "CNY");
+        quote.put("eta", "48天");
+        quote.put("fee_lines", "[{\"name\":\"运输费\",\"amount\":\"110.00\",\"currency\":\"CNY\",\"remark\":\"票结\"}]");
+        JSONObject out = org.jeecg.modules.inquiry.service.impl.InquiryQuoteTemplateServiceImpl
+                .buildFillFacts("WO202609190017", facts, quote, "LinMianXun");
+        assertEquals("泉州市", out.getString("origin"));
+        assertEquals("南京市", out.getString("destination"));
+        assertEquals("48天", out.getString("transit_time"));
+        assertTrue(out.getJSONArray("route_rows") != null && !out.getJSONArray("route_rows").isEmpty());
+        assertEquals("110.00", out.getJSONArray("route_rows").getJSONObject(0).getString("salePrice"));
+    }
+
+    /**
+     * 陆运拼车：H5「报价日期：」常被标进 fixedCells；同格冒号后必须仍能写出日期。
+     * 与有效期误绑同一格时，只写报价日期，不让 TMS valid_until 盖掉标签含义。
+     */
+    @Test
+    public void quoteDateWritesAfterColonEvenWhenFixedYellow() throws Exception {
+        Path src = Files.createTempFile("quote-date-src", ".xlsx");
+        Path out = Files.createTempFile("quote-date-out", ".xlsx");
+        try (Workbook wb = new XSSFWorkbook()) {
+            Sheet sheet = wb.createSheet("国内运输拼车报价模板");
+            row(sheet, 4).createCell(7).setCellValue("报价日期：");
+            try (java.io.OutputStream os = Files.newOutputStream(src)) {
+                wb.write(os);
+            }
+        }
+        JSONObject mapping = new JSONObject(true);
+        JSONObject fields = new JSONObject(true);
+        fields.put("valid_until", "国内运输拼车报价模板!H5");
+        fields.put("quote_date", "国内运输拼车报价模板!H5");
+        mapping.put("fields", fields);
+        JSONObject meta = new JSONObject(true);
+        JSONObject after = new JSONObject(true);
+        after.put("sameCellAfterColon", true);
+        meta.put("quote_date", after);
+        meta.put("valid_until", after);
+        mapping.put("fieldMeta", meta);
+        mapping.put("fixedCells", JSONArray.parseArray("[\"国内运输拼车报价模板!H5\"]"));
+        mapping.put("fixedYellowCells", JSONArray.parseArray("[\"国内运输拼车报价模板!H5\"]"));
+
+        JSONObject facts = new JSONObject(true);
+        facts.put("quote_date", "2026-09-19");
+        facts.put("valid_until", "2026-04-30");
+        QuoteTemplateExcelSupport.fillWorkbook(src, out, mapping, facts);
+        try (Workbook filled = new XSSFWorkbook(Files.newInputStream(out))) {
+            assertEquals("报价日期：2026-09-19", read(filled.getSheetAt(0), 4, 7));
+        } finally {
+            Files.deleteIfExists(src);
+            Files.deleteIfExists(out);
+        }
+    }
+
+    /**
+     * 产品口径：单元格标黄 = 固定占位，出单不赋值。
+     * 陆运「项目二」整段黄底时，即使 mapping 配了 feeRegions，也不得改写模板占位行。
+     */
+    @Test
+    public void yellowFeeRegionRowsAreNotOverwritten() throws Exception {
+        Path src = Files.createTempFile("quote-yellow-src", ".xlsx");
+        Path out = Files.createTempFile("quote-yellow-out", ".xlsx");
+        try (Workbook wb = new XSSFWorkbook()) {
+            Sheet sheet = wb.createSheet("国内运输拼车报价模板");
+            row(sheet, 11).createCell(1).setCellValue("项目二：其它费用");
+            org.apache.poi.ss.usermodel.CellStyle yellow = wb.createCellStyle();
+            yellow.setFillForegroundColor(org.apache.poi.ss.usermodel.IndexedColors.YELLOW.getIndex());
+            yellow.setFillPattern(org.apache.poi.ss.usermodel.FillPatternType.SOLID_FOREGROUND);
+            org.apache.poi.ss.usermodel.Row data = row(sheet, 13);
+            org.apache.poi.ss.usermodel.Cell cName = data.createCell(2);
+            cName.setCellValue("打包费");
+            cName.setCellStyle(yellow);
+            org.apache.poi.ss.usermodel.Cell cAmt = data.createCell(7);
+            cAmt.setCellValue("明确收费");
+            cAmt.setCellStyle(yellow);
+            row(sheet, 18).createCell(1).setCellValue("交易条件说明");
+            try (java.io.OutputStream os = Files.newOutputStream(src)) {
+                wb.write(os);
+            }
+        }
+        JSONObject mapping = new JSONObject(true);
+        mapping.put("fields", new JSONObject());
+        JSONArray regions = new JSONArray();
+        JSONObject region = new JSONObject(true);
+        region.put("id", "other_charges");
+        region.put("title", "项目二：其它费用");
+        region.put("anchor", "国内运输拼车报价模板!B14");
+        region.put("stopAtText", JSONArray.parseArray("[\"交易条件说明\"]"));
+        region.put("grow", "insert_before_stop");
+        JSONObject columns = new JSONObject(true);
+        columns.put("name", "C");
+        columns.put("amount", "H");
+        region.put("columns", columns);
+        regions.add(region);
+        mapping.put("feeRegions", regions);
+
+        JSONObject facts = new JSONObject(true);
+        facts.put("fee_rows", QuoteTemplateExcelSupport.parseFeeRows(
+                "[{\"name\":\"运输费\",\"amount\":\"110.00\",\"unit\":\"票数\"}]"));
+        QuoteTemplateExcelSupport.fillWorkbook(src, out, mapping, facts);
+        try (Workbook filled = new XSSFWorkbook(Files.newInputStream(out))) {
+            Sheet sheet = filled.getSheetAt(0);
+            assertEquals("打包费", read(sheet, 13, 2));
+            assertEquals("明确收费", read(sheet, 13, 7));
+        } finally {
+            Files.deleteIfExists(src);
+            Files.deleteIfExists(out);
+        }
+    }
+
+    @Test
+    public void seaDynamicContainerHeaderReplacedWithBoxType() throws Exception {
+        Path src = Files.createTempFile("quote-box-src", ".xlsx");
+        Path out = Files.createTempFile("quote-box-out", ".xlsx");
+        try (Workbook wb = new XSSFWorkbook()) {
+            Sheet sheet = wb.createSheet("海运询价单");
+            row(sheet, 16).createCell(0).setCellValue("始发港费用/Origin Charges");
+            org.apache.poi.ss.usermodel.Row head = row(sheet, 17);
+            head.createCell(0).setCellValue("项目/Items");
+            head.createCell(2).setCellValue("箱型\n（动态填充箱型）");
+            head.createCell(7).setCellValue("金额/Ammount");
+            row(sheet, 18).createCell(0).setCellValue("操作费");
+            row(sheet, 27).createCell(0).setCellValue("始发港费用汇总/POL Local Charges");
+            try (java.io.OutputStream os = Files.newOutputStream(src)) {
+                wb.write(os);
+            }
+        }
+        JSONObject mapping = new JSONObject(true);
+        mapping.put("sheet", "海运询价单");
+        mapping.put("fields", new JSONObject());
+        JSONArray regions = new JSONArray();
+        JSONObject region = new JSONObject(true);
+        region.put("id", "origin_charges");
+        region.put("title", "始发港费用/Origin Charges");
+        region.put("tmsSource", "polCostItems");
+        region.put("headerRow", 18);
+        region.put("anchor", "海运询价单!A19");
+        region.put("dynamicContainerHeader", true);
+        region.put("stopAtText", JSONArray.parseArray("[\"始发港费用汇总\"]"));
+        JSONObject columns = new JSONObject(true);
+        columns.put("name", "A");
+        columns.put("container_rate", "C");
+        columns.put("amount", "H");
+        region.put("columns", columns);
+        regions.add(region);
+        mapping.put("feeRegions", regions);
+
+        JSONObject facts = new JSONObject(true);
+        facts.put("container_type_qty", "20GP*1");
+        facts.put("fee_rows_polCostItems", QuoteTemplateExcelSupport.parseFeeRows(
+                "[{\"name\":\"操作费\",\"amount\":\"680\",\"currency\":\"CNY\",\"unit_price\":\"680\"}]"));
+        QuoteTemplateExcelSupport.fillWorkbook(src, out, mapping, facts);
+        try (Workbook filled = new XSSFWorkbook(Files.newInputStream(out))) {
+            String head = read(filled.getSheetAt(0), 17, 2);
+            assertTrue(head.contains("20GP"), "header=" + head);
+            assertTrue(head.contains("（") && head.contains("）"), "header missing parens: " + head);
+            assertTrue(!head.contains("动态填充"), "header still placeholder: " + head);
+        } finally {
+            Files.deleteIfExists(src);
+            Files.deleteIfExists(out);
+        }
+    }
+
     private static org.apache.poi.ss.usermodel.Row row(Sheet sheet, int r) {
         org.apache.poi.ss.usermodel.Row exist = sheet.getRow(r);
         return exist == null ? sheet.createRow(r) : exist;

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

@@ -0,0 +1,114 @@
+package org.jeecg.modules.inquiry.template;
+
+import com.alibaba.fastjson.JSONObject;
+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;
+import org.jeecg.modules.inquiry.service.impl.InquiryQuoteTemplateServiceImpl;
+import org.junit.jupiter.api.Test;
+
+import java.nio.file.Files;
+import java.nio.file.Path;
+
+import static org.junit.jupiter.api.Assertions.assertEquals;
+import static org.junit.jupiter.api.Assertions.assertFalse;
+import static org.junit.jupiter.api.Assertions.assertTrue;
+
+/**
+ * RFQ 纠偏、重新解析智能合并、备注过滤。
+ * <p>
+ * 产品口径：B3 已有单选等内容时，编号写在 A3「RFQ No:」冒号后，不覆盖 B3、不跳到 F3。
+ */
+public class QuoteTemplateMappingMergeTest {
+
+    @Test
+    public void b3RadioIsNotAlignedQuoteNo() throws Exception {
+        try (Workbook wb = seaHeaderWorkbook()) {
+            assertFalse(QuoteTemplateExcelSupport.fieldMappingStillAligned(wb, "quote_no", "海运询价单!B3"));
+            assertTrue(QuoteTemplateExcelSupport.fieldMappingStillAligned(wb, "quote_no", "海运询价单!A3"));
+        }
+    }
+
+    @Test
+    public void relocateQuoteNoSkipsRadioToLabelA3() throws Exception {
+        try (Workbook wb = seaHeaderWorkbook()) {
+            String better = QuoteTemplateExcelSupport.relocateQuoteNoCell(wb, "海运询价单!B3");
+            assertEquals("海运询价单!A3", better);
+        }
+    }
+
+    @Test
+    public void mergeReplacesB3WithA3() throws Exception {
+        try (Workbook wb = seaHeaderWorkbook()) {
+            JSONObject old = fields("quote_no", "海运询价单!B3");
+            JSONObject neu = fields("quote_no", "海运询价单!B3");
+            JSONObject merged = InquiryQuoteTemplateServiceImpl.mergeMappingPreferExisting(old, neu, wb);
+            assertEquals("海运询价单!A3", merged.getJSONObject("fields").getString("quote_no"));
+            assertTrue(merged.getJSONObject("fieldMeta").getJSONObject("quote_no")
+                    .getBooleanValue("sameCellAfterColon"));
+        }
+    }
+
+    @Test
+    public void fillWritesQuoteNoAfterColonOnA3() throws Exception {
+        Path src = Files.createTempFile("quote-rfq-src", ".xlsx");
+        Path out = Files.createTempFile("quote-rfq-out", ".xlsx");
+        try (Workbook wb = seaHeaderWorkbook()) {
+            try (java.io.OutputStream os = Files.newOutputStream(src)) {
+                wb.write(os);
+            }
+        }
+        JSONObject mapping = new JSONObject(true);
+        JSONObject f = new JSONObject(true);
+        f.put("quote_no", "海运询价单!B3");
+        mapping.put("fields", f);
+        // A3 在固定区也应能冒号后写入
+        mapping.put("fixedCells", com.alibaba.fastjson.JSONArray.parseArray("[\"海运询价单!A3\"]"));
+        JSONObject facts = new JSONObject(true);
+        facts.put("quote_no", "WO202609190002");
+        QuoteTemplateExcelSupport.fillWorkbook(src, out, mapping, facts);
+        try (Workbook wb = new XSSFWorkbook(Files.newInputStream(out))) {
+            Sheet sheet = wb.getSheet("海运询价单");
+            assertEquals("RFQ No:WO202609190002", sheet.getRow(2).getCell(0).getStringCellValue());
+            // B3 单选不得被工单号覆盖
+            assertEquals("○ Port to Port\n○ 其它，3工作天回复",
+                    sheet.getRow(2).getCell(1).getStringCellValue().replace("\r\n", "\n"));
+            // F3 不应被误写
+            assertTrue(sheet.getRow(2).getCell(5) == null
+                    || org.apache.commons.lang3.StringUtils.isBlank(sheet.getRow(2).getCell(5).getStringCellValue()));
+        } finally {
+            Files.deleteIfExists(src);
+            Files.deleteIfExists(out);
+        }
+    }
+
+    @Test
+    public void formatFeeRemarkDropsMarkup() {
+        assertEquals("", QuoteTemplateExcelSupport.formatFeeRemark("计价单位：柜；加点系数：0.0000000"));
+        assertEquals("紧急出运", QuoteTemplateExcelSupport.formatFeeRemark("紧急出运；加点系数：0.1"));
+    }
+
+    private static JSONObject fields(String code, String cell) {
+        JSONObject mapping = new JSONObject(true);
+        JSONObject f = new JSONObject(true);
+        f.put(code, cell);
+        mapping.put("fields", f);
+        mapping.put("feeRegions", new com.alibaba.fastjson.JSONArray());
+        mapping.put("routeRegions", new com.alibaba.fastjson.JSONArray());
+        return mapping;
+    }
+
+    /**
+     * 迷你海运表头：A3=RFQ No:，B3=单选，F3=空（旧逻辑曾误写这里）。
+     */
+    private static Workbook seaHeaderWorkbook() {
+        Workbook wb = new XSSFWorkbook();
+        Sheet sheet = wb.createSheet("海运询价单");
+        Row row = sheet.createRow(2);
+        row.createCell(0).setCellValue("RFQ No:");
+        row.createCell(1).setCellValue("○ Port to Port\n○ 其它，3工作天回复");
+        row.createCell(5).setCellValue("");
+        return wb;
+    }
+}

inquiry-api/jeecg-module-inquiry/src/test/java/org/jeecg/modules/inquiry/tms/TmsQuoteCurrencyTest.java

@@ -2,11 +2,14 @@ package org.jeecg.modules.inquiry.tms;
 
 import org.junit.jupiter.api.Test;
 
+import java.util.ArrayList;
 import java.util.Collections;
 import java.util.HashMap;
+import java.util.List;
 import java.util.Map;
 
 import static org.junit.jupiter.api.Assertions.assertEquals;
+import static org.junit.jupiter.api.Assertions.assertFalse;
 import static org.junit.jupiter.api.Assertions.assertTrue;
 
 /**
@@ -114,24 +117,69 @@ public class TmsQuoteCurrencyTest {
     }
 
     @Test
-    public void toAgentQuoteKeepsRealAirLockIds() {
-        Map<String, Object> option = new HashMap<>();
-        option.put("optionNo", "AIR-OPT01");
-        option.put("originAirportCode", "ZUH");
-        option.put("destinationAirportCode", "CRK");
+    public void toAgentQuoteSplitsSeaFeeBuckets() {
+        Map<String, Object> pol = new HashMap<>();
+        pol.put("feeName", "操作费");
+        pol.put("amount", 680);
+        pol.put("currency", "CNY");
+        Map<String, Object> ocean = new HashMap<>();
+        ocean.put("feeName", "海运费");
+        ocean.put("amount", 100);
+        ocean.put("currency", "USD");
+        Map<String, Object> pod = new HashMap<>();
+        pod.put("feeName", "文件费");
+        pod.put("amount", 450);
+        pod.put("currency", "CNY");
+        List<Map<String, Object>> feeItems = new ArrayList<>();
+        feeItems.add(Collections.singletonMap("polCostItems", Collections.singletonList(pol)));
+        feeItems.add(Collections.singletonMap("oceanCostItems", Collections.singletonList(ocean)));
+        feeItems.add(Collections.singletonMap("podCostItems", Collections.singletonList(pod)));
         Map<String, Object> data = new HashMap<>();
         data.put("quoteFound", true);
-        data.put("quoteId", "AIR-2094721692181016578-2094721692654972929");
-        data.put("totalSalePrice", "11792.00");
+        data.put("totalSalePrice", "1230");
         data.put("currency", "CNY");
-        data.put("chargeableWeightKg", 1072);
-        data.put("airOptions", Collections.singletonList(option));
+        data.put("feeItems", feeItems);
         Map<String, Object> tms = new HashMap<>();
         tms.put("code", 1);
         tms.put("tmsData", data);
         Map<String, String> quote = InquiryTmsQueryService.toAgentQuote(tms);
-        assertEquals("AIR-2094721692181016578-2094721692654972929", quote.get("quoteId"));
-        assertTrue(quote.get("airOptions").contains("AIR-OPT01"));
-        assertEquals("1072", quote.get("chargeableWeightKg"));
+        assertTrue(quote.get("fee_lines").contains("操作费"));
+        assertTrue(quote.get("fee_lines").contains("海运费"));
+        assertTrue(quote.get("fee_lines").contains("文件费"));
+        assertTrue(quote.get("fee_rows_polCostItems").contains("操作费"));
+        assertFalse(quote.get("fee_rows_polCostItems").contains("海运费"));
+        assertTrue(quote.get("fee_rows_oceanCostItems").contains("海运费"));
+        assertTrue(quote.get("fee_rows_podCostItems").contains("文件费"));
+    }
+
+    @Test
+    public void toAgentQuoteProjectsLandSegments() {
+        Map<String, Object> seg = new HashMap<>();
+        seg.put("segmentSequence", 1);
+        seg.put("routeLegSequence", 1);
+        seg.put("origin", "泉州市");
+        seg.put("destination", "南京市");
+        seg.put("vehicleType", "3T");
+        seg.put("salePrice", "2800");
+        seg.put("currency", "CNY");
+        seg.put("transitDays", "3");
+        seg.put("remark", "普货");
+        Map<String, Object> data = new HashMap<>();
+        data.put("quoteFound", true);
+        data.put("totalSalePrice", "2800");
+        data.put("currency", "CNY");
+        data.put("feeItems", Collections.emptyList());
+        data.put("isMulti", 1);
+        data.put("landSegments", Collections.singletonList(seg));
+        Map<String, Object> tms = new HashMap<>();
+        tms.put("code", 1);
+        tms.put("tmsData", data);
+        Map<String, String> quote = InquiryTmsQueryService.toAgentQuote(tms);
+        assertEquals("1", quote.get("isMulti"));
+        assertTrue(quote.get("landSegments").contains("泉州市"));
+        assertTrue(quote.get("route_rows").contains("\"salePrice\":\"2800\""));
+        assertTrue(quote.get("route_rows").contains("\"transit_time\":\"3\""));
+        assertTrue(quote.get("fee_lines").contains("运输费"));
+        assertTrue(quote.get("fee_lines").contains("2800"));
     }
 }

inquiry-api/jeecg-module-system/jeecg-system-biz/src/main/java/org/jeecg/modules/system/controller/LoginController.java

@@ -4,6 +4,7 @@ import cn.hutool.core.util.RandomUtil;
 import com.alibaba.fastjson.JSONObject;
 import com.aliyuncs.exceptions.ClientException;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import com.baomidou.mybatisplus.core.toolkit.IdWorker;
 import io.swagger.annotations.Api;
 import io.swagger.annotations.ApiOperation;
@@ -465,6 +466,18 @@ public class LoginController {
 		// 获取用户部门信息
 		JSONObject obj = new JSONObject(new LinkedHashMap<>());
 
+		// 询价账号管理：写入最后登录时间，列表不再误用 createTime（种子常为 2019）
+		Date loginAt = new Date();
+		sysUser.setLastLoginTime(loginAt);
+		try {
+			sysUserService.update(
+					new LambdaUpdateWrapper<SysUser>()
+							.eq(SysUser::getId, sysUser.getId())
+							.set(SysUser::getLastLoginTime, loginAt));
+		} catch (Exception e) {
+			log.warn("写入最后登录时间失败 username={}", username, e);
+		}
+
 		//1.生成token
 		String token = JwtUtil.sign(username, syspassword);
 		// 设置token缓存有效时间

inquiry-api/jeecg-module-system/jeecg-system-biz/src/main/java/org/jeecg/modules/system/controller/SysUserController.java

@@ -187,6 +187,9 @@ public class SysUserController {
 			baseCommonService.addLog("编辑用户，username： " +sysUser.getUsername() ,CommonConstant.LOG_TYPE_2, 2);
 			if(sysUser==null) {
 				result.error500("未找到对应实体");
+			}else if("admin".equalsIgnoreCase(String.valueOf(sysUser.getUsername()))) {
+				// 询价后台：内置超级管理员不可被运营编辑（角色/资料/开关）
+				result.error500("超级管理员不可在后台编辑");
 			}else {
 				SysUser user = JSON.parseObject(jsonObject.toJSONString(), SysUser.class);
 				user.setUpdateTime(new Date());

inquiry-api/jeecg-module-system/jeecg-system-biz/src/main/java/org/jeecg/modules/system/entity/SysUser.java

@@ -161,6 +161,16 @@ public class SysUser implements Serializable {
      * 更新时间
      */
     private Date updateTime;
+
+    /**
+     * 最后登录时间。
+     * 账号管理列表展示；登录成功时写入。禁止用 createTime 冒充（种子账号常为 2019）。
+     */
+    @JsonFormat(timezone = "GMT+8", pattern = "yyyy-MM-dd HH:mm:ss")
+    @DateTimeFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    @TableField("last_login_time")
+    private Date lastLoginTime;
+
     /**
      * 同步工作流引擎1同步0不同步
      */
@@ -204,4 +214,11 @@ public class SysUser implements Serializable {
      * 流程状态
      */
     private String bpmStatus;
+
+    /**
+     * 只看本账号看板数据：true/1 时分析看板仅含本人发起/归属工单；超级管理员忽略。
+     * 对应列 dashboard_self_only；原项目同名字段。
+     */
+    @TableField("dashboard_self_only")
+    private Boolean dashboardSelfOnly;
 }

inquiry-backend/src/views/inquiry/account/account.api.ts

@@ -31,6 +31,10 @@ export type AccountRow = {
   phoneMasked: string;
   lastLogin: string;
   status: 'active' | 'disabled';
+  /** 只看本账号看板数据 */
+  dashboardSelfOnly: boolean;
+  /** 内置超管：列表禁编、展示固定为超级管理员 */
+  isSuperAdmin: boolean;
 };
 
 const ROLE_TAG_CYCLE = ['tag-violet', 'tag-blue', 'tag-teal', 'tag-amber'];
@@ -39,6 +43,29 @@ export function roleTagFor(index: number) {
   return ROLE_TAG_CYCLE[index % ROLE_TAG_CYCLE.length];
 }
 
+/**
+ * 最后登录展示为 `yyyy-MM-dd HH:mm:ss`；无记录显示 —。
+ * 兼容接口偶发 ISO（带 T）或已格式化字符串。
+ */
+export function formatLastLogin(raw: unknown): string {
+  if (raw == null || raw === '') return '—';
+  const s = String(raw).trim();
+  if (!s) return '—';
+  const m = s.match(/^(\d{4}-\d{2}-\d{2})[T\s](\d{2}:\d{2}:\d{2})/);
+  if (m) return `${m[1]} ${m[2]}`;
+  return s;
+}
+
+/** username=admin 或角色码/名含超级管理员 → 内置超管 */
+export function isSuperAdminUser(u: { username?: string; roleLabel?: string; roleCode?: string }) {
+  const name = String(u.username || '').trim().toLowerCase();
+  if (name === 'admin') return true;
+  const code = String(u.roleCode || '').trim().toLowerCase();
+  if (code === 'admin') return true;
+  const label = String(u.roleLabel || '');
+  return label.includes('超级管理员');
+}
+
 /** Jeecg status：1 正常 → active；其余视为禁用。 */
 export function mapUserToAccount(
   u: any,
@@ -46,16 +73,21 @@ export function mapUserToAccount(
   roleLabel = '未绑定角色',
   roleTag = 'tag-blue',
 ): AccountRow {
+  const username = u.username || '';
+  const superAdmin = isSuperAdminUser({ username, roleLabel });
   return {
     id: String(u.id || ''),
-    username: u.username || '',
+    username,
     name: u.realname || u.username || '',
     wecomUserId: u.workNo || u.wecomId || u.thirdId || '',
     roleId,
-    roleLabel,
-    roleTag,
+    roleLabel: superAdmin ? '超级管理员' : roleLabel,
+    roleTag: superAdmin ? 'tag-violet' : roleTag,
     phoneMasked: u.phone || '未填写',
-    lastLogin: u.lastLoginTime || u.createTime || '—',
+    // 只用真实最后登录；禁止回退 createTime（Jeecg 种子常为 2019，会误导成「最后登录」）
+    lastLogin: formatLastLogin(u.lastLoginTime),
     status: Number(u.status) === 1 ? 'active' : 'disabled',
+    dashboardSelfOnly: Boolean(u.dashboardSelfOnly === true || u.dashboardSelfOnly === 1),
+    isSuperAdmin: superAdmin,
   };
 }

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

@@ -25,7 +25,7 @@ const loading = ref(false);
 const total = ref(0);
 const pageNo = ref(1);
 const pageSize = ref(10);
-const roleOptions = ref<{ value: string; label: string; tag: string }[]>([]);
+const roleOptions = ref<{ value: string; label: string; tag: string; roleCode?: string }[]>([]);
 const filters = reactive({ keyword: "", status: "" as "" | "active" | "disabled" });
 const modalOpen = ref(false);
 const editing = ref<AccountRow | null>(null);
@@ -37,6 +37,8 @@ const form = reactive({
   phone: "",
   status: "active" as AccountRow["status"],
   password: "",
+  /** 只看本账号看板数据（对齐原项目 dashboardSelfOnly） */
+  dashboardSelfOnly: false,
 });
 
 const modalTitle = computed(() => (editing.value ? "编辑账号" : "新建账号"));
@@ -52,9 +54,11 @@ async function loadRoles() {
     value: String(r.id),
     label: r.roleName || r.roleCode || r.id,
     tag: roleTagFor(i),
+    roleCode: String(r.roleCode || ""),
   }));
   if (!form.roleId && roleOptions.value.length) {
-    form.roleId = roleOptions.value.find((r) => r.label.includes("运营"))?.value || roleOptions.value[0].value;
+    form.roleId =
+      roleOptions.value.find((r) => r.label.includes("运营"))?.value || roleOptions.value[0].value;
   }
 }
 
@@ -97,6 +101,23 @@ async function loadList() {
           const hit = roleOptions.value.find((r) => r.value === roleId);
           roleLabel = hit?.label || roleLabel;
           roleTag = hit?.tag || roleTag;
+          // 用角色码辅助识别超管
+          if (hit?.roleCode === "admin" || (hit?.label || "").includes("超级管理员")) {
+            roleLabel = hit?.label || "超级管理员";
+          }
+        } else if (String(u.username || "").toLowerCase() === "admin") {
+          // 库里未绑角色时仍展示超管，并尝试选中 admin 角色以便保存时能补绑
+          const adminRole = roleOptions.value.find(
+            (r) => r.roleCode === "admin" || r.label.includes("超级管理员"),
+          );
+          if (adminRole) {
+            roleId = adminRole.value;
+            roleLabel = adminRole.label || "超级管理员";
+            roleTag = adminRole.tag;
+          } else {
+            roleLabel = "超级管理员";
+            roleTag = "tag-violet";
+          }
         }
       } catch {
         /* 无角色仍展示账号 */
@@ -142,11 +163,16 @@ function openCreate() {
     phone: "",
     status: "active",
     password: "",
+    dashboardSelfOnly: false,
   });
   modalOpen.value = true;
 }
 
 function openEdit(row: AccountRow) {
+  if (row.isSuperAdmin) {
+    message.warning("超级管理员不可在后台编辑");
+    return;
+  }
   editing.value = row;
   Object.assign(form, {
     username: row.username,
@@ -156,11 +182,16 @@ function openEdit(row: AccountRow) {
     phone: row.phoneMasked === "未填写" ? "" : row.phoneMasked,
     status: row.status,
     password: "",
+    dashboardSelfOnly: Boolean(row.dashboardSelfOnly),
   });
   modalOpen.value = true;
 }
 
 async function save() {
+  if (editing.value?.isSuperAdmin) {
+    message.warning("超级管理员不可在后台编辑");
+    return;
+  }
   if (!form.username.trim() || !form.name.trim()) {
     message.warning("请填写账号与姓名");
     return;
@@ -185,6 +216,7 @@ async function save() {
     phone: form.phone.trim() || undefined,
     status: form.status === "active" ? 1 : 2,
     selectedroles: form.roleId,
+    dashboardSelfOnly: form.dashboardSelfOnly ? 1 : 0,
   };
   if (!editing.value) payload.password = form.password;
   try {
@@ -321,12 +353,24 @@ function removeAccount(row: AccountRow) {
             </td>
             <td>
               <div class="account-row-actions">
-                <button class="link-action" type="button" @click="openEdit(row)">编辑</button>
-                <button class="link-action link-muted" type="button" @click="resetPassword(row)">
+                <button
+                  v-if="!row.isSuperAdmin"
+                  class="link-action"
+                  type="button"
+                  @click="openEdit(row)"
+                >
+                  编辑
+                </button>
+                <!-- 超管只隐藏编辑/删除；重置密码仍可用。不展示「不可编辑」占位文案 -->
+                <button
+                  class="link-action link-muted"
+                  type="button"
+                  @click="resetPassword(row)"
+                >
                   重置密码
                 </button>
                 <button
-                  v-if="row.username !== 'admin'"
+                  v-if="!row.isSuperAdmin"
                   class="link-action link-danger"
                   type="button"
                   @click="removeAccount(row)"
@@ -400,6 +444,14 @@ function removeAccount(row: AccountRow) {
         <option v-for="r in roleOptions" :key="r.value" :value="r.value">{{ r.label }}</option>
       </select>
     </div>
+    <div class="form-row">
+      <label class="lbl">数据范围</label>
+      <label class="account-self-only">
+        <input v-model="form.dashboardSelfOnly" type="checkbox" />
+        <span>只看自己数据</span>
+        <em>勾选后，分析看板仅统计本账号企微归属的工单</em>
+      </label>
+    </div>
     <div class="form-row">
       <label class="lbl">状态</label>
       <div class="status-toggle">
@@ -466,4 +518,21 @@ function removeAccount(row: AccountRow) {
   align-items: center;
   gap: 10px;
 }
+
+.account-self-only {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 8px;
+  font-size: 13px;
+  color: #0f172a;
+  cursor: pointer;
+}
+
+.account-self-only em {
+  flex: 1 1 100%;
+  font-style: normal;
+  font-size: 12px;
+  color: #64748b;
+}
 </style>

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

@@ -1,7 +1,7 @@
 <script setup lang="ts">
 /**
  * 角色管理：对接 Jeecg /sys/role 与菜单权限树。
- * 数据权限用线路标签写入角色 description，避免伪造第二套 RBAC。
+ * 数据权限按 Excel 线路目录树勾选，写入角色 description 的 [dataPerms:…]，不另造 RBAC。
  */
 import { computed, onMounted, reactive, ref } from "vue";
 import { message, Modal } from "ant-design-vue";
@@ -15,6 +15,14 @@ import {
   saveRolePermission,
   type RoleRow,
 } from "/@/views/inquiry/role/role.api";
+import {
+  DATA_PERM_TREE,
+  SYSTEM_EXCEPTION_NOTIFY_KEY,
+  SYSTEM_EXCEPTION_NOTIFY_TITLE,
+  dataPermTitle,
+  leafDataPermKeys,
+  normalizeDataPermKeys,
+} from "/@/views/inquiry/shared/dataPermCatalog";
 import ProtoIcon from "/@/views/inquiry/components/ProtoIcon.vue";
 import AdminModal from "/@/views/inquiry/components/AdminModal.vue";
 
@@ -30,19 +38,12 @@ const form = reactive({
   status: "active" as RoleRow["status"],
   checkedKeys: [] as string[],
   dataPerms: [] as string[],
+  /** 旧后台独立项：系统异常消息通知 */
+  systemExceptionNotify: false,
 });
 
-const dataOptions = [
-  "空运·全部线路",
-  "空运·CGO-KUL",
-  "空运·HKG-KUL",
-  "海运·全部线路",
-  "海运·海运全线",
-  "陆运·全部线路",
-  "陆运·中港/中亚/中欧",
-  "陆运·东南亚",
-  "系统异常·消息通知",
-];
+const dataPermTree = DATA_PERM_TREE;
+const systemExceptionNotifyTitle = SYSTEM_EXCEPTION_NOTIFY_TITLE;
 
 const modalTitle = computed(() => (editing.value ? "编辑角色" : "新增角色"));
 const modalOkText = computed(() => "保存");
@@ -68,15 +69,29 @@ function parseDataPerms(desc: string | undefined): string[] {
   if (!desc) return [];
   const m = desc.match(/\[dataPerms:(.+?)\]/);
   if (!m) return [];
-  return m[1]
-    .split("|")
-    .map((s) => s.trim())
-    .filter(Boolean);
+  return normalizeDataPermKeys(
+    m[1]
+      .split("|")
+      .map((s) => s.trim())
+      .filter(Boolean),
+  );
 }
 
-function buildDescription(dataPerms: string[]) {
-  if (!dataPerms.length) return "";
-  return `[dataPerms:${dataPerms.join("|")}]`;
+function buildDescription(dataPerms: string[], systemExceptionNotify: boolean) {
+  const keys = leafDataPermKeys(dataPerms);
+  if (systemExceptionNotify && !keys.includes(SYSTEM_EXCEPTION_NOTIFY_KEY)) {
+    keys.push(SYSTEM_EXCEPTION_NOTIFY_KEY);
+  }
+  if (!keys.length) return "";
+  return `[dataPerms:${keys.join("|")}]`;
+}
+
+function displayDataPerms(keys: string[]): string[] {
+  return keys.map((k) => dataPermTitle(k));
+}
+
+function routeDataPermsOnly(keys: string[]): string[] {
+  return keys.filter((k) => k !== SYSTEM_EXCEPTION_NOTIFY_KEY);
 }
 
 async function loadMenuTree() {
@@ -143,18 +158,21 @@ function openCreate() {
     status: "active",
     checkedKeys: [],
     dataPerms: [],
+    systemExceptionNotify: false,
   });
   modalOpen.value = true;
 }
 
 async function openEdit(row: RoleRow) {
   editing.value = row;
+  const allPerms = [...row.dataPerms];
   Object.assign(form, {
     name: row.name,
     roleCode: row.roleCode,
     status: row.status,
     checkedKeys: [] as string[],
-    dataPerms: [...row.dataPerms],
+    dataPerms: routeDataPermsOnly(allPerms),
+    systemExceptionNotify: allPerms.includes(SYSTEM_EXCEPTION_NOTIFY_KEY),
   });
   try {
     const perms: any = await queryRolePermission({ roleId: row.id });
@@ -179,7 +197,7 @@ async function save() {
         id: editing.value?.id,
         roleName: form.name.trim(),
         roleCode,
-        description: buildDescription(form.dataPerms),
+        description: buildDescription(form.dataPerms, form.systemExceptionNotify),
       },
       Boolean(editing.value),
     );
@@ -214,6 +232,12 @@ function removeRole(row: RoleRow) {
     },
   });
 }
+
+/** a-tree 可能回传对象或数组；统一成叶子 key 列表 */
+function onDataPermCheck(checked: string[] | { checked: string[] }) {
+  const keys = Array.isArray(checked) ? checked : checked?.checked || [];
+  form.dataPerms = leafDataPermKeys(keys.map(String));
+}
 </script>
 
 <template>
@@ -252,7 +276,7 @@ function removeRole(row: RoleRow) {
             </td>
             <td>
               <div class="role-perm-summary">
-                <span v-for="d in row.dataPerms" :key="d" class="tag">{{ d }}</span>
+                <span v-for="d in displayDataPerms(row.dataPerms)" :key="d" class="tag">{{ d }}</span>
                 <span v-if="!row.dataPerms.length" style="color: #94a3b8">—</span>
               </div>
             </td>
@@ -306,14 +330,20 @@ function removeRole(row: RoleRow) {
 
     <div class="admin-modal-field">
       <label class="admin-modal-label">数据权限</label>
-      <a-select
-        v-model:value="form.dataPerms"
-        mode="multiple"
-        style="width: 100%"
-        :options="dataOptions.map((d) => ({ value: d, label: d }))"
-        placeholder="选择线路 / 通知范围"
-        :max-tag-count="3"
-      />
+      <div class="perm-tree-box">
+        <a-tree
+          :checkedKeys="form.dataPerms"
+          checkable
+          default-expand-all
+          :tree-data="dataPermTree"
+          :field-names="{ title: 'title', key: 'key', children: 'children' }"
+          @check="onDataPermCheck"
+        />
+      </div>
+      <label class="notify-check">
+        <input v-model="form.systemExceptionNotify" type="checkbox" />
+        {{ systemExceptionNotifyTitle }}
+      </label>
     </div>
 
     <div class="admin-modal-field">
@@ -340,4 +370,14 @@ function removeRole(row: RoleRow) {
   align-items: center;
   gap: 10px;
 }
+
+.notify-check {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  margin-top: 10px;
+  font-size: 13px;
+  color: #0f172a;
+  cursor: pointer;
+}
 </style>

inquiry-backend/src/views/inquiry/shared/dataPermCatalog.ts

@@ -0,0 +1,178 @@
+/**
+ * 运营后台数据权限 / 员工负责线路 单一目录。
+ *
+ * 来源：《询价智能体运营后台数据权限下拉选项.xlsx》（2026-09）。
+ * key = 写入 sys_role.description / inq_staff_role.routes 的稳定码；
+ * title = 界面展示文案。
+ */
+
+export type DataPermNode = {
+  key: string;
+  title: string;
+  children?: DataPermNode[];
+};
+
+/** 空运具体线路（不含全线） */
+export const AIR_ROUTE_ITEMS: { key: string; title: string }[] = [
+  { key: "CGO-KUL", title: "郑州-吉隆坡（CGO-KUL）" },
+  { key: "SZX-KUL", title: "深圳-吉隆坡（SZX-KUL）" },
+  { key: "HKG-KUL", title: "香港-吉隆坡（HKG-KUL）" },
+  { key: "NKG-KUL", title: "南京-吉隆坡（NKG-KUL）" },
+  { key: "HKG-DEL", title: "香港-新德里（HKG-DEL）" },
+  { key: "CGO-DEL", title: "郑州-新德里（CGO-DEL）" },
+  { key: "CGO-BLR", title: "郑州-班加罗尔（CGO-BLR）" },
+  { key: "CGO-MAA", title: "郑州-金奈（CGO-MAA）" },
+  { key: "CTU-MAA", title: "成都-金奈（CTU-MAA）" },
+  { key: "CKG-BOM", title: "重庆-孟买（CKG-BOM）" },
+  { key: "ZUH-CRK", title: "珠海-克拉克（ZUH-CRK）" },
+  { key: "SZX-CRK", title: "深圳-克拉克（SZX-CRK）" },
+  { key: "EHU-ORD", title: "鄂州-芝加哥（EHU-ORD）" },
+  { key: "WNZ-CGK", title: "温州-雅加达（WNZ-CGK）" },
+  { key: "国内-曼谷（BKK 外采）", title: "国内-曼谷（BKK 外采）" },
+  { key: "国外-国外（外采-空运）", title: "国外-国外（外采-空运）" },
+  { key: "其他线路和快递双清包税（外采-空运）", title: "其他线路和快递双清包税（外采-空运）" },
+];
+
+export const LAND_ROUTE_ITEMS: { key: string; title: string }[] = [
+  { key: "中港/中亚/中欧", title: "中港/中亚/中欧" },
+  { key: "国内长途/零担", title: "国内长途/零担" },
+  { key: "国内城配/拖车/打包", title: "国内城配/拖车/打包" },
+  { key: "东南亚", title: "东南亚" },
+];
+
+/** 角色弹窗数据权限树（父节点仅作分组，不写入 description；文案对齐旧后台「空运数据」） */
+export const DATA_PERM_TREE: DataPermNode[] = [
+  {
+    key: "group:air",
+    title: "空运数据",
+    children: [{ key: "空运全线", title: "空运全线" }, ...AIR_ROUTE_ITEMS],
+  },
+  {
+    key: "group:sea",
+    title: "海运数据",
+    children: [{ key: "海运全线", title: "海运全线" }],
+  },
+  {
+    key: "group:land",
+    title: "陆运数据",
+    children: [{ key: "陆运全线", title: "陆运全线" }, ...LAND_ROUTE_ITEMS],
+  },
+];
+
+/** 旧后台独立勾选项：系统异常消息通知（企微） */
+export const SYSTEM_EXCEPTION_NOTIFY_KEY = "系统异常·消息通知";
+
+export const SYSTEM_EXCEPTION_NOTIFY_TITLE = "系统异常消息通知（企微）";
+
+/** 员工岗位 → 可选负责线路 key（与角色数据权限同源） */
+export const ROUTES_BY_ROLE: Record<"air" | "sea" | "land", string[]> = {
+  air: ["空运全线", ...AIR_ROUTE_ITEMS.map((x) => x.key)],
+  sea: ["海运全线"],
+  land: ["陆运全线", ...LAND_ROUTE_ITEMS.map((x) => x.key)],
+};
+
+const TITLE_BY_KEY: Record<string, string> = (() => {
+  const m: Record<string, string> = {
+    空运全线: "空运全线",
+    海运全线: "海运全线",
+    陆运全线: "陆运全线",
+    [SYSTEM_EXCEPTION_NOTIFY_KEY]: SYSTEM_EXCEPTION_NOTIFY_TITLE,
+  };
+  for (const x of AIR_ROUTE_ITEMS) m[x.key] = x.title;
+  for (const x of LAND_ROUTE_ITEMS) m[x.key] = x.title;
+  return m;
+})();
+
+/** 已知稳定码集合（不含分组父节点） */
+export const KNOWN_DATA_PERM_KEYS = new Set(Object.keys(TITLE_BY_KEY));
+
+/**
+ * 旧写法 → 新稳定码。
+ * 无法识别时返回 trim 后原文（可能仍展示，但不进勾选树）。
+ */
+const ALIAS_TO_KEY: Record<string, string> = {
+  空运全线: "空运全线",
+  空运全部线路: "空运全线",
+  "空运·全部线路": "空运全线",
+  "空运·全线": "空运全线",
+  全线: "空运全线",
+  海运全线: "海运全线",
+  "海运·全部线路": "海运全线",
+  "海运·海运全线": "海运全线",
+  陆运全线: "陆运全线",
+  "陆运·全部线路": "陆运全线",
+  "陆运·中港/中亚/中欧": "中港/中亚/中欧",
+  "陆运·国内长途/零担": "国内长途/零担",
+  "陆运·国内城配/拖车/打包": "国内城配/拖车/打包",
+  "陆运·东南亚": "东南亚",
+  BKK: "国内-曼谷（BKK 外采）",
+  "外采-空运": "国外-国外（外采-空运）",
+  [SYSTEM_EXCEPTION_NOTIFY_KEY]: SYSTEM_EXCEPTION_NOTIFY_KEY,
+  系统异常消息通知: SYSTEM_EXCEPTION_NOTIFY_KEY,
+  "系统异常消息通知（企微）": SYSTEM_EXCEPTION_NOTIFY_KEY,
+};
+
+for (const item of AIR_ROUTE_ITEMS) {
+  ALIAS_TO_KEY[item.key] = item.key;
+  ALIAS_TO_KEY[item.title] = item.key;
+  ALIAS_TO_KEY[`空运·${item.key}`] = item.key;
+}
+for (const item of LAND_ROUTE_ITEMS) {
+  ALIAS_TO_KEY[item.key] = item.key;
+  ALIAS_TO_KEY[`陆运·${item.key}`] = item.key;
+}
+
+export function normalizeDataPermKey(raw: string): string {
+  const s = String(raw || "").trim();
+  if (!s) return "";
+  if (ALIAS_TO_KEY[s]) return ALIAS_TO_KEY[s];
+  // 空运·XXX / 陆运·XXX 兜底剥前缀
+  const m = s.match(/^(?:空运|海运|陆运)[·•](.+)$/);
+  if (m) {
+    const inner = m[1].trim();
+    if (ALIAS_TO_KEY[inner]) return ALIAS_TO_KEY[inner];
+    if (inner === "全部线路" || inner === "全线") {
+      if (s.startsWith("空运")) return "空运全线";
+      if (s.startsWith("海运")) return "海运全线";
+      if (s.startsWith("陆运")) return "陆运全线";
+    }
+    if (KNOWN_DATA_PERM_KEYS.has(inner)) return inner;
+  }
+  return s;
+}
+
+/** 批量归一；去重保序；只保留已知码（角色勾选回显用） */
+export function normalizeDataPermKeys(rawList: string[]): string[] {
+  const out: string[] = [];
+  const seen = new Set<string>();
+  for (const raw of rawList || []) {
+    const k = normalizeDataPermKey(raw);
+    if (!k || !KNOWN_DATA_PERM_KEYS.has(k) || seen.has(k)) continue;
+    seen.add(k);
+    out.push(k);
+  }
+  return out;
+}
+
+/** 员工 routes：归一后保留已知码；未知旧值也保留以免丢数据 */
+export function normalizeStaffRouteKeys(rawList: string[]): string[] {
+  const out: string[] = [];
+  const seen = new Set<string>();
+  for (const raw of rawList || []) {
+    const k = normalizeDataPermKey(raw);
+    if (!k || seen.has(k)) continue;
+    seen.add(k);
+    out.push(k);
+  }
+  return out;
+}
+
+export function dataPermTitle(key: string): string {
+  const k = normalizeDataPermKey(key);
+  return TITLE_BY_KEY[k] || key;
+}
+
+/** Ant Design Tree 用：过滤掉分组父 key，只交叶子 */
+export function leafDataPermKeys(checked: string[]): string[] {
+  return (checked || []).filter((k) => KNOWN_DATA_PERM_KEYS.has(k));
+}

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

@@ -20,6 +20,11 @@ import ProtoIcon from "/@/views/inquiry/components/ProtoIcon.vue";
 import AdminModal from "/@/views/inquiry/components/AdminModal.vue";
 import AdminPagination from "/@/views/inquiry/components/AdminPagination.vue";
 import { joinRoutes, parseRouteList } from "/@/views/inquiry/staffRole/staffRoutes";
+import {
+  ROUTES_BY_ROLE,
+  dataPermTitle,
+  normalizeStaffRouteKeys,
+} from "/@/views/inquiry/shared/dataPermCatalog";
 
 type StaffRole = "sales" | "air" | "sea" | "land";
 
@@ -52,26 +57,7 @@ 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"],
-};
-
+/** 负责线路与角色数据权限同源（Excel《数据权限下拉选项》） */
 const ALL_ROUTE_FILTER_OPTIONS = [
   ...ROUTES_BY_ROLE.air,
   ...ROUTES_BY_ROLE.sea,
@@ -120,8 +106,11 @@ const form = reactive({
 
 /** 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];
+  if (!isProductOrAir(form.role)) return [] as { label: string; value: string }[];
+  return ROUTES_BY_ROLE[form.role].map((key) => ({
+    value: key,
+    label: dataPermTitle(key),
+  }));
 });
 
 const showLeaderAndRoutes = computed(() => isProductOrAir(form.role));
@@ -367,7 +356,7 @@ watch(
       return;
     }
     const valid = new Set(ROUTES_BY_ROLE[role]);
-    form.routeList = form.routeList.filter((r) => valid.has(r));
+    form.routeList = normalizeStaffRouteKeys(form.routeList).filter((r) => valid.has(r));
   },
 );
 
@@ -392,7 +381,10 @@ 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));
+  // 旧 routes（全线/BKK/外采-空运 等）归一到 Excel 码后再过滤本岗选项
+  const routes = normalizeStaffRouteKeys(parseRouteList(row.routes)).filter((r) =>
+    valid ? valid.has(r) : true,
+  );
   Object.assign(form, {
     name: row.name,
     wecomId: row.wecomId,
@@ -432,7 +424,9 @@ async function saveStaff() {
     departName: form.dept.trim() || undefined,
     roleCode: form.role,
     roleLabel: roleLabelMap[form.role],
-    routes: isProductOrAir(form.role) ? joinRoutes(form.routeList) : undefined,
+    routes: isProductOrAir(form.role)
+      ? joinRoutes(normalizeStaffRouteKeys(form.routeList))
+      : undefined,
     isLeader: isProductOrAir(form.role) ? (form.isLeader === "true" ? 1 : 0) : null,
     notifyEventException: form.notifyEventException ? 1 : 0,
     status: form.status,
@@ -480,7 +474,7 @@ async function syncWecom() {
 }
 
 function routeTags(routes: string) {
-  return parseRouteList(routes);
+  return normalizeStaffRouteKeys(parseRouteList(routes)).map((k) => dataPermTitle(k));
 }
 
 function filterRouteOption(input: string, option: any) {
@@ -535,7 +529,7 @@ function filterRouteOption(input: string, option: any) {
       </select>
       <select v-model="filters.route">
         <option value="">负责线路</option>
-        <option v-for="r in ALL_ROUTE_FILTER_OPTIONS" :key="r" :value="r">{{ r }}</option>
+        <option v-for="r in ALL_ROUTE_FILTER_OPTIONS" :key="r" :value="r">{{ dataPermTitle(r) }}</option>
       </select>
       <select v-model="filters.status">
         <option value="">状态</option>
@@ -713,7 +707,7 @@ function filterRouteOption(input: string, option: any) {
         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 }))"
+        :options="routeOptions"
         :filter-option="filterRouteOption"
       />
     </div>

inquiry-backend/src/views/inquiry/staffRole/staffRoutes.ts

@@ -2,7 +2,7 @@
  * 员工管理「负责线路」拆合。
  *
  * 只按逗号/中文逗号/顿号拆整词，禁止把「中港/中亚/中欧」「国内长途/零担」按斜杠切开。
- * 陆运没有「陆运全线」快捷项。
+ * 选项与角色数据权限同源（含空运全线 / 海运全线 / 陆运全线）。
  */
 
 /** 把库里的逗号串还原成多选项。空或占位「-」当没有。 */

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

@@ -129,7 +129,7 @@ async function commitHours(row) {
               <tr>
                 <th style="width: 88px">角色</th>
                 <th style="width: 160px" title="每条唯一；智能体用此码取超时小时">编码</th>
-                <th>运输类型</th>
+                <th>运输分类</th>
                 <th style="width: 140px">超时设置（小时）</th>
               </tr>
             </thead>

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

@@ -81,20 +81,15 @@ const parseDetailState = reactive({
   mapping: emptyMappingSummary() as MappingParseSummary,
 });
 
-/** 未解析清单：优先 mappingGaps，其次 AI 自报项 */
+/** 未解析清单：只认系统 mappingGaps；齐全（空数组）时不展示 AI 自报标签 */
 const parseDetailUnparsed = computed(() => {
   const m = parseDetailState.mapping;
-  const list: string[] = [];
-  for (const g of m.gaps || []) {
-    if (g) list.push(g);
+  if (Array.isArray(m.gaps)) {
+    return (m.gaps || []).filter(Boolean).map(String);
   }
-  if (!list.length) {
-    for (const c of m.unmappedRequired || []) {
-      list.push(`字段未映射：${FIELD_LABELS[c] || c}`);
-    }
-    for (const lab of m.unmappedLabels || []) {
-      if (lab) list.push(`表标签未落点：${lab}`);
-    }
+  const list: string[] = [];
+  for (const c of m.unmappedRequired || []) {
+    list.push(`字段未映射：${FIELD_LABELS[c] || c}`);
   }
   return list;
 });
@@ -377,22 +372,22 @@ function openEdit(row: TemplateRow) {
   formOpen.value = true;
 }
 
-/** 运营可见的未解析项：优先 mappingGaps，其次标签/必填未映射 */
+/** 运营可见的未解析项：只认系统对照清单 mappingGaps；齐全时角标为 0 */
 function listMappingGaps(row: TemplateRow): string[] {
-  if (row.mappingGaps?.length) return [...row.mappingGaps];
-  const list: string[] = [];
-  for (const lab of row.unmappedLabels || []) {
-    if (lab) list.push(`表标签未落点：${lab}`);
+  // 主账已带 mappingGaps（含空数组）时，不再用 AI 自报 unmapped* 抬角标
+  if (Array.isArray(row.mappingGaps)) {
+    return row.mappingGaps.filter(Boolean).map(String);
   }
+  const list: string[] = [];
   for (const c of row.unmappedRequired || []) {
     if (c) list.push(`字段未映射：${c}`);
   }
   return list;
 }
 
-/** 列表角标条数 */
+/** 列表角标条数：优先主账 unparsedHintCount（与 mappingGaps 同口径） */
 function unparsedCount(row: TemplateRow): number {
-  if (row.unparsedHintCount && row.unparsedHintCount > 0) return row.unparsedHintCount;
+  if (typeof row.unparsedHintCount === "number") return Math.max(0, row.unparsedHintCount);
   return listMappingGaps(row).length;
 }
 
@@ -439,6 +434,7 @@ async function toggleStatus(row: TemplateRow) {
 
 /**
  * 重新提交 AI 映射解析（已解析也可点；解析中禁用）。
+ * 未换文件：对齐标签的旧坐标保留，对不上的改用新坐标；缺的字段仍补上。
  * 副作用：主账入队；列表进入解析中并轮询。
  */
 async function reparseRow(row: TemplateRow) {
@@ -692,7 +688,11 @@ async function downloadPreviewOrOriginal() {
                   type="button"
                   class="link-action"
                   :disabled="row.parseStatus === '解析中'"
-                  :title="row.parseStatus === '解析中' ? '解析中，请稍候' : '重新提交 AI 映射解析'"
+                  :title="
+                    row.parseStatus === '解析中'
+                      ? '解析中，请稍候'
+                      : '重新解析：对齐的保留，对不上的改坐标；换文件请用编辑上传'
+                  "
                   @click.stop="reparseRow(row)"
                 >
                   重新解析

inquiry-backend/src/views/inquiry/template/template.api.ts

@@ -91,11 +91,18 @@ export const listTemplateVersions = (templateId: string) =>
 export const saveTemplateMapping = (versionId: string, mappingJson: string) =>
   defHttp.put({ url: Api.mapping, data: { versionId, mappingJson } });
 
+/** 非 GET 时 params 会进 JSON 体，@RequestParam 读不到，必须拼到查询串。 */
 export const enableTemplate = (templateId: string, versionId: string) =>
-  defHttp.post({ url: Api.enable, params: { templateId, versionId } });
+  defHttp.post(
+    { url: Api.enable, params: { templateId, versionId } },
+    { joinParamsToUrl: true },
+  );
 
 export const disableTemplate = (templateId: string) =>
-  defHttp.post({ url: Api.disable, params: { templateId } });
+  defHttp.post(
+    { url: Api.disable, params: { templateId } },
+    { joinParamsToUrl: true },
+  );
 
 /**
  * 删除模板逻辑头及全部版本；不可恢复。
@@ -109,7 +116,10 @@ export const deleteTemplate = (templateId: string) =>
   );
 
 export const setTemplateDefault = (templateId: string, isDefault = true) =>
-  defHttp.post({ url: Api.setDefault, params: { templateId, isDefault } });
+  defHttp.post(
+    { url: Api.setDefault, params: { templateId, isDefault } },
+    { joinParamsToUrl: true },
+  );
 
 /** 只改名称/业务/关键词/默认标记，不换文件；走 JSON 体对接主账 @RequestBody */
 export const editTemplateMeta = (data) => defHttp.put({ url: Api.editMeta, data });
@@ -119,7 +129,7 @@ export const editTemplateMeta = (data) => defHttp.put({ url: Api.editMeta, data
  */
 export const reparseTemplate = (templateId: string) =>
   defHttp.post(
-    { url: Api.reparse, params: { id: templateId }, timeout: 60 * 1000 },
+    { url: Api.reparse, params: { id: templateId, templateId }, timeout: 60 * 1000 },
     { joinParamsToUrl: true },
   );
 

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

@@ -48,6 +48,9 @@ type TicketRow = {
   volumeCbm: string;
   goodsName: string;
   updateTime: string;
+  lostReason: string;
+  nextFollowupAt: string;
+  dealNotifySummary: string;
 };
 
 const rows = ref<TicketRow[]>([]);
@@ -265,6 +268,9 @@ function mapTicket(t: any, quotes: any[] = [], attachments: any[] = [], timeline
     volumeCbm: fmtMeasure(t.volumeCbm, "CBM"),
     goodsName: dash(t.goodsName),
     updateTime: fmtTime(t.updateTime || t.createTime),
+    lostReason: dash(t.lostReason || t.lost_reason),
+    nextFollowupAt: fmtTime(t.nextFollowupAt || t.next_followup_at),
+    dealNotifySummary: dash(t.dealNotifySummary || t.deal_notify_summary),
   };
 }
 
@@ -630,6 +636,18 @@ function refresh() {
           <div class="ticket-detail-item"><label>事件异常</label><span>{{ current.eventException }}</span></div>
           <div class="ticket-detail-item"><label>系统异常</label><span>{{ current.systemException }}</span></div>
           <div class="ticket-detail-item"><label>系统异常原因</label><span>{{ current.systemExceptionReason }}</span></div>
+          <div v-if="current.status === '已成交'" class="ticket-detail-item">
+            <label>成交时间</label><span>{{ current.updateTime }}</span>
+          </div>
+          <div v-if="current.status === '已成交'" class="ticket-detail-item">
+            <label>成交通知</label><span>{{ current.dealNotifySummary }}</span>
+          </div>
+          <div v-if="current.status === '未成交'" class="ticket-detail-item">
+            <label>未成交原因</label><span>{{ current.lostReason }}</span>
+          </div>
+          <div v-if="current.status === '协商中'" class="ticket-detail-item">
+            <label>下次再问</label><span>{{ current.nextFollowupAt }}</span>
+          </div>
         </div>
       </section>