421 lines
17 KiB
Python
421 lines
17 KiB
Python
"""
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成交三态：入账、推负责人、收下未成交原因、协商中不停会话。
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"""
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from __future__ import annotations
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import unittest
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from agent.ledger.memory_ledger import MemoryLedger
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from agent.policy import inquiry_copy as copy
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from agent.policy.air_text_flow import AirTextInquiryFlow, FlowSession
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from agent.policy.deal_outcome import (
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capture_lost_reason,
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finish_deal_outcome,
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harvest_inline_lost_reason,
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)
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from agent.policy.sea_text_flow import SeaTextInquiryFlow
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class TestDealOutcome(unittest.TestCase):
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def setUp(self) -> None:
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self.ledger = MemoryLedger()
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created = self.ledger.create_ticket(
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sender_id="sales1",
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business_line="SEA",
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facts={"起运港": "上海", "目的港": "洛杉矶", "品名": "衣服"},
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)
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self.wo = str(created.get("work_order_no") or "")
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self.ledger.transition(work_order_no=self.wo, to_status="已报价")
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self.ledger.upsert_staff(
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{
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"name": "海运负责人",
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"wecomId": "lead-sea",
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"roleCode": "sea",
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"routes": "海运全线",
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"isLeader": 1,
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"status": "active",
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}
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)
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def test_deal_notifies_leaders(self) -> None:
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queued: list[dict] = []
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def enqueue(*, touser, content, dedupe_key, payload):
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queued.append(
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{
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"touser": touser,
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"content": content,
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"dedupe_key": dedupe_key,
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"payload": payload,
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}
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)
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return True, "ok"
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out = finish_deal_outcome(
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ledger=self.ledger,
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work_order_no=self.wo,
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outcome="已成交",
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facts={"起运港": "上海", "目的港": "洛杉矶"},
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quote={"total": "1000", "currency": "USD"},
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business_line="SEA",
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sales_name="吴吉林",
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enqueue=enqueue,
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notify_ready=True,
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)
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self.assertTrue(out.get("ok"))
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self.assertEqual(out.get("phase"), "done")
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self.assertIn("海运负责人", str(out.get("notify_summary") or ""))
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self.assertEqual(queued[0]["touser"], "lead-sea")
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self.assertEqual(queued[0]["payload"].get("wecom_app"), "notify")
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ticket = self.ledger.get_ticket(work_order_no=self.wo)
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self.assertEqual(ticket.status, "已成交")
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self.assertEqual(ticket.next_followup_at, "")
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self.assertEqual(ticket.event_wait_kind, "")
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def test_deal_notify_card_omits_sales_label(self) -> None:
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"""成交通知不要「销售」二字：标题副标和正文都不写。"""
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text = copy.deal_notify_card(
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work_order_no="WO202609180008",
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sales_name="吴吉林",
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facts={"起运地": "泉州", "目的地": "南京", "线路类别": "国内城配/拖车/打包"},
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quote={},
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business_line="LAND",
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)
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self.assertNotIn("销售", text)
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payload = copy.deal_notify_wecom_payload(
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work_order_no="WO202609180008",
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sales_name="吴吉林",
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facts={"起运地": "泉州", "目的地": "南京", "线路类别": "国内城配/拖车/打包"},
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quote={},
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business_line="LAND",
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)
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title = (payload.get("template_card") or {}).get("main_title") or {}
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blob = str(title.get("title") or "") + str(title.get("desc") or "")
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self.assertNotIn("销售", blob)
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self.assertNotIn("desc", title)
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def test_deal_without_leader_still_closes(self) -> None:
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self.ledger.upsert_staff(
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{
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"name": "不是负责人",
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"wecomId": "lead-sea",
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"roleCode": "sea",
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"routes": "海运全线",
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"isLeader": 0,
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"status": "active",
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}
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)
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out = finish_deal_outcome(
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ledger=self.ledger,
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work_order_no=self.wo,
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outcome="已成交",
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facts={},
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quote={},
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business_line="SEA",
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notify_ready=True,
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)
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self.assertEqual(out.get("notify_summary"), "无匹配负责人")
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self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).status, "已成交")
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def test_lost_waits_for_reason(self) -> None:
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out = finish_deal_outcome(
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ledger=self.ledger,
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work_order_no=self.wo,
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outcome="未成交",
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facts={},
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quote={},
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business_line="SEA",
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)
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self.assertEqual(out.get("phase"), "wait_lost_reason")
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ticket = self.ledger.get_ticket(work_order_no=self.wo)
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self.assertEqual(ticket.status, "未成交")
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self.assertEqual(ticket.lost_reason, "")
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self.assertEqual(ticket.event_wait_kind, "lost_reason")
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view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
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self.assertEqual(view.get("wait_phase"), "wait_lost_reason")
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captured = capture_lost_reason(
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ledger=self.ledger, work_order_no=self.wo, reason="客人比价了"
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)
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self.assertTrue(captured.get("ok"))
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ticket = self.ledger.get_ticket(work_order_no=self.wo)
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self.assertEqual(ticket.lost_reason, "客人比价了")
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self.assertEqual(ticket.event_wait_kind, "")
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view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
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self.assertEqual(view.get("wait_phase"), "done")
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def test_lost_from_inquiring_promotes_quoted_first(self) -> None:
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"""主账仍询价中时点未成交：先补已报价再入未成交，禁止直接失败。"""
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class _StrictSix:
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def __init__(self) -> None:
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self.status = "询价中"
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self.lost_reason = ""
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self.event_wait_kind = ""
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def transition(self, *, work_order_no, to_status, **kwargs):
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_ = work_order_no
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allowed = {
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"询价中": {"已报价", "协商中", "已关闭"},
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"已报价": {"协商中", "已成交", "未成交", "已关闭"},
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}
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if to_status not in allowed.get(self.status, set()):
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# 模拟 http_ledger 在 500 时只回 http_500（丢失正文）
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return {"ok": False, "error": "http_500"}
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self.status = to_status
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if to_status == "未成交" and kwargs.get("lost_reason"):
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self.lost_reason = str(kwargs.get("lost_reason") or "")
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return {"ok": True, "status": self.status}
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def patch_lost_reason(self, *, work_order_no, lost_reason):
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_ = work_order_no
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self.lost_reason = lost_reason
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return {"ok": True}
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def get_for_agent(self, *, work_order_no, sender_id):
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_ = (work_order_no, sender_id)
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return {"status": self.status, "lost_reason": self.lost_reason}
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ledger = _StrictSix()
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out = finish_deal_outcome(
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ledger=ledger,
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work_order_no="WO202610070023",
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outcome="未成交",
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facts={},
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quote={},
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business_line="AIR",
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)
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self.assertTrue(out.get("ok"), out)
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self.assertEqual(ledger.status, "未成交")
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self.assertEqual(out.get("phase"), "wait_lost_reason")
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def test_lost_reason_ack_repeats_user_text(self) -> None:
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self.assertEqual(copy.lost_reason_ack("客户不要了"), "已记下未成交原因：客户不要了。")
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self.assertEqual(copy.lost_reason_ack("价格高。"), "已记下未成交原因：价格高。")
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def test_lost_reason_ack_fills_ticket_no_from_bot_reply(self) -> None:
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"""后台文案带 {{ticket_no}} 时必须填实值，禁止原样打出占位符。"""
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from agent.policy import bot_reply
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bot_reply.override_catalog(
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{
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"lost.reason_ack": (
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"已将未成交原因“{{lost_reason}}”记录在后台，"
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"工单{{ticket_no}}已关闭，智能体不再跟进该工单，请悉知。"
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)
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}
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)
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try:
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text = copy.lost_reason_ack("换时间", work_order_no="WO202610070018")
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self.assertIn("WO202610070018", text)
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self.assertNotIn("{{ticket_no}}", text)
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self.assertIn("换时间", text)
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finally:
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bot_reply.override_catalog(None)
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def test_harvest_inline_lost_reason(self) -> None:
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self.assertEqual(harvest_inline_lost_reason("未成交，原因客户不想要了"), "客户不想要了")
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self.assertEqual(
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harvest_inline_lost_reason("WO202609220014@询价小助手 未成交，原因客户不想送货了"),
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"客户不想送货了",
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)
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self.assertEqual(harvest_inline_lost_reason("未成交，客户不想要了"), "客户不想要了")
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self.assertEqual(harvest_inline_lost_reason("未成交：价格太高"), "价格太高")
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self.assertEqual(harvest_inline_lost_reason("未成交原因客户不想要了"), "客户不想要了")
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self.assertEqual(
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harvest_inline_lost_reason("WO202609240010未成交，原因客户不需要了@询价小助手"),
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"客户不需要了",
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)
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self.assertEqual(harvest_inline_lost_reason("未成交"), "")
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self.assertEqual(harvest_inline_lost_reason("未成交吗"), "")
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self.assertEqual(harvest_inline_lost_reason("成交"), "")
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def test_lost_with_inline_reason_finishes(self) -> None:
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out = finish_deal_outcome(
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ledger=self.ledger,
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work_order_no=self.wo,
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outcome="未成交",
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facts={},
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quote={},
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business_line="SEA",
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lost_reason="客户不想要了",
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)
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self.assertEqual(out.get("phase"), "done")
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ticket = self.ledger.get_ticket(work_order_no=self.wo)
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self.assertEqual(ticket.status, "未成交")
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self.assertEqual(ticket.lost_reason, "客户不想要了")
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self.assertEqual(ticket.event_wait_kind, "")
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self.assertEqual(
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copy.deal_ack("未成交", self.wo, lost_reason="客户不想要了"),
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"已记录为「未成交」。已记下未成交原因：客户不想要了。",
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)
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def test_private_lost_and_reason_same_message(self) -> None:
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flow = AirTextInquiryFlow(self.ledger)
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flow._save(
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FlowSession(
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sender_id="sales1",
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thread_id="sales1",
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phase="wait_deal",
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business_line="SEA",
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work_order_no=self.wo,
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allowed=(copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE),
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)
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)
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replies: list[str] = []
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phase = flow.on_text(
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sender_id="sales1",
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text="未成交，原因客户不想要了",
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reply=lambda t, extra=None: replies.append(t),
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)
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self.assertEqual(phase, "done")
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self.assertEqual(
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self.ledger.get_ticket(work_order_no=self.wo).lost_reason, "客户不想要了"
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)
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joined = "\n".join(replies)
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self.assertIn("客户不想要了", joined)
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self.assertNotIn("请补充未成交原因", joined)
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def test_negotiate_ack_names_followup_day(self) -> None:
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text = copy.deal_ack("协商中", "WO202609190007", "2026-09-24 09:00:00")
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self.assertEqual(
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text,
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"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。",
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)
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self.assertNotIn("跟进周期已顺延", text)
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def test_negotiate_keeps_wait_deal(self) -> None:
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self.ledger.start_event_wait(work_order_no=self.wo, wait_kind="deal")
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out = finish_deal_outcome(
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ledger=self.ledger,
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work_order_no=self.wo,
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outcome="协商中",
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facts={},
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quote={},
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business_line="SEA",
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)
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self.assertEqual(out.get("phase"), "wait_deal")
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ticket = self.ledger.get_ticket(work_order_no=self.wo)
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self.assertEqual(ticket.status, "协商中")
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self.assertEqual(ticket.event_wait_kind, "")
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self.assertTrue(ticket.next_followup_at)
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view = self.ledger.get_for_agent(work_order_no=self.wo, sender_id="sales1")
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self.assertEqual(view.get("wait_phase"), "wait_deal")
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again = finish_deal_outcome(
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ledger=self.ledger,
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work_order_no=self.wo,
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outcome="协商中",
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facts={},
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quote={},
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business_line="SEA",
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)
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self.assertEqual(again.get("phase"), "wait_deal")
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self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).status, "协商中")
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self.assertTrue(again.get("next_followup_at"))
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def test_private_next_text_is_lost_reason(self) -> None:
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flow = AirTextInquiryFlow(self.ledger)
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sess = FlowSession(
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sender_id="sales1",
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thread_id="sales1",
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phase="wait_deal",
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business_line="SEA",
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work_order_no=self.wo,
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allowed=(copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE),
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)
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flow._save(sess)
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replies: list[str] = []
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phase = flow.on_button(
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sender_id="sales1",
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action=copy.BTN_LOST,
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reply=lambda t, extra=None: replies.append(t),
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)
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self.assertEqual(phase, "wait_lost_reason")
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phase = flow.on_text(
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sender_id="sales1",
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text="价格高",
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reply=lambda t, extra=None: replies.append(t),
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)
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self.assertEqual(phase, "done")
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self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).lost_reason, "价格高")
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self.assertTrue(any(t == "已记下未成交原因：价格高。" for t in replies))
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def test_sea_private_next_text_is_lost_reason(self) -> None:
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flow = SeaTextInquiryFlow(self.ledger)
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flow._save(
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FlowSession(
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sender_id="sales1",
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thread_id="sales1",
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phase="wait_deal",
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business_line="SEA",
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work_order_no=self.wo,
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allowed=(copy.BTN_DEAL, copy.BTN_LOST, copy.BTN_NEGOTIATE),
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)
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)
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replies: list[str] = []
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phase = flow.on_button(
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sender_id="sales1",
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action=copy.BTN_LOST,
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reply=lambda t, extra=None: replies.append(t),
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)
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self.assertEqual(phase, "wait_lost_reason")
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phase = flow.on_text(
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sender_id="sales1",
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text="客人比价了",
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reply=lambda t, extra=None: replies.append(t),
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)
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self.assertEqual(phase, "done")
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self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).lost_reason, "客人比价了")
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def test_claim_due_negotiate_clears_schedule(self) -> None:
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finish_deal_outcome(
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ledger=self.ledger,
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work_order_no=self.wo,
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outcome="协商中",
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facts={},
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quote={},
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business_line="SEA",
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)
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ticket = self.ledger.get_ticket(work_order_no=self.wo)
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ticket.next_followup_at = "2020-01-01 09:00:00"
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rows = self.ledger.claim_due_negotiate()
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self.assertEqual(len(rows), 1)
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self.assertEqual(rows[0]["work_order_no"], self.wo)
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self.assertEqual(self.ledger.get_ticket(work_order_no=self.wo).next_followup_at, "")
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def test_reask_starts_deal_wait(self) -> None:
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"""协商再问发出后，重新盯销售成交跟进。"""
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import importlib.util
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import os
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path = os.path.join(
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os.path.dirname(__file__), "..", "agent", "jobs", "deal_followup_poll.py"
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)
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spec = importlib.util.spec_from_file_location("deal_followup_poll_ee", path)
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self.assertIsNotNone(spec)
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self.assertIsNotNone(spec.loader)
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mod = importlib.util.module_from_spec(spec)
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spec.loader.exec_module(mod)
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class Cfg:
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wecom_corp_id = ""
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wecom_secret = ""
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wecom_agent_id = "0"
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mod._send_group_reask = lambda **kwargs: True
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ok = mod._reask_one(
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{
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"work_order_no": self.wo,
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"collab_chat_id": "wr1",
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"sales_name": "吴吉林",
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"facts": {},
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"quote": {},
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"business_line": "SEA",
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},
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settings=Cfg(),
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ledger=self.ledger,
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)
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self.assertTrue(ok)
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ticket = self.ledger.get_ticket(work_order_no=self.wo)
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self.assertEqual(ticket.event_wait_kind, "deal")
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