diff --git a/.data/attachments/inbound/m-3001.eml b/.data/attachments/inbound/m-3001.eml
new file mode 100644
index 0000000..099c477
--- /dev/null
+++ b/.data/attachments/inbound/m-3001.eml
@@ -0,0 +1,12 @@
+{
+ "messageId": "m-3001",
+ "from": "buyer@acme.com",
+ "to": [
+ "rfq@we.com"
+ ],
+ "cc": [],
+ "subject": "询价 RFQ-A7X 车规 Analog(客户 C001)",
+ "body": "请报价:LM358DR 5000pcs 交期8周。单号 RFQ-A7X,客户码 C001。",
+ "receivedAt": "2026-07-27T02:00:00.000Z",
+ "attachments": []
+}
\ No newline at end of file
diff --git a/activities/quote-alternative/package.json b/activities/quote-alternative/package.json
new file mode 100644
index 0000000..616fbfc
--- /dev/null
+++ b/activities/quote-alternative/package.json
@@ -0,0 +1 @@
+{ "name": "@activities/quote-alternative", "version": "0.1.0", "private": true, "type": "module", "exports": { ".": "./src/index.ts" } }
diff --git a/activities/quote-alternative/src/case-model.ts b/activities/quote-alternative/src/case-model.ts
new file mode 100644
index 0000000..745d87f
--- /dev/null
+++ b/activities/quote-alternative/src/case-model.ts
@@ -0,0 +1,111 @@
+/**
+ * A2 替代选型的案例模型 —— **双表示同版本**:CMMN XML(机器面)与案例说明书(叙事面)。
+ */
+
+export const CMMN_XML = `
+
+
+
+
+
+
+
+
+
+
+ create
+
+
+ update
+ needAlternative = true
+
+
+ create
+
+
+ update
+ candidatesConfirmed >= 2
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ P2D
+
+
+
+
+`;
+
+export const NARRATIVE = `§0 开案:替代选型一事一议 —— 收到替代评估请求即开案。客户/PM 给出初选物料,或芯片类型与大致参数。
+先核初选(EOL 等风险提示 + 是否我司主推品牌),无风险且主推直接采信初选办结;
+需要替代的,先撒网(AI 检索/聚合平台拉初筛清单)后逐条人工核验,常要两三轮,
+存活候选按替代等级分级(P2P/功能兼容/其他)圈 2~3 颗,做参数对比与风险评估成报告交回。
+**任何替代必须把差异与风险写清 —— 差异没核清的不放行。**
+
+S1 初选核险:一手资料以原厂官网为准(产品页/规格书/PCN·EOL 公告);
+查芯片规格书确认初选料有无 EOL/停产风险,生命周期对照 PN物料主库;
+对品牌原厂字典判是否我司主推 —— 无风险且主推,直接采信初选、免替代办结。
+顺手查替代料库与技术问题案例库(裁量项),有沉淀方案或已知坑先亮出来。
+
+S2 圈选替代:先撒网后核验,常要两三轮。逐条人工核验做全面参数对比 ——
+先明确每项数据的来源(一律以原厂官网规格书为准),再逐项对标(Pin-to-Pin);
+存活者按替代等级分级;候选过客户技术画像禁用清单;不足 2~3 颗就放宽参数或换角度重新撒网。
+
+S3 对比评估交付:收齐候选规格书,关键参数逐项对比写进替代对标表,标出差异项与替代等级,
+写明差异带来的风险;按等级定评估深度 —— P2P 核确免改动,功能兼容/其他逐项评软件开发、
+外围电路与 layout 改动。FAE 签字后交回发起方。
+
+全程随时可做:知识入库 —— 规格书入库、替代关系回填替代料库与 PN物料主库、踩到的坑记案例库。
+
+§Z 结案:必做的事都办完、没有进行中的事,自动算结案(CMMN AutoComplete)。
+无需替代的,确认初选可用即结案;需要替代的,推荐报告(已签字)交回发起方即结案 ——
+每办一案,知识库厚一层。`;
diff --git a/activities/quote-alternative/src/index.ts b/activities/quote-alternative/src/index.ts
new file mode 100644
index 0000000..9f06d36
--- /dev/null
+++ b/activities/quote-alternative/src/index.ts
@@ -0,0 +1,63 @@
+/**
+ * 统一报价 A2 · 替代选型 —— 活动包代码入口(ADR-004)。
+ * loop 活动:调度权归 AI;本文件只做视图流控与「差异没核清不放行」的把关呈现。
+ */
+import { defineActivity } from '@sdk';
+import type { ActivityBase, ActivityOutcome } from '@sdk';
+
+const SHORTLIST = 'quote_alternative.shortlist';
+const BENCHMARK = 'quote_alternative.benchmark';
+
+export default defineActivity({
+ name: 'quote-alternative',
+ paradigm: 'loop',
+
+ async run(base: ActivityBase): Promise {
+ const shortlist = await base.ledger.read(SHORTLIST);
+ const benchmark = await base.ledger.read(BENCHMARK);
+ // 差异没核清的不放行 —— 禁区的机检形态
+ const unclear = benchmark.filter((r) => String(r['risk'] ?? '').trim() === '');
+
+ await base.interaction.pushView([
+ {
+ t: 'kv',
+ title: '选型进展',
+ items: [
+ { k: '原型号', v: String(base.contract.data['originalPn'] ?? '') },
+ { k: '初筛候选', v: `${shortlist.length} 颗` },
+ { k: '已对标', v: `${benchmark.length} 颗` },
+ { k: '差异未核清', v: `${unclear.length} 颗` },
+ ],
+ },
+ {
+ t: 'cards',
+ title: '候选替代',
+ items: benchmark.map((r) => ({
+ tag: String(r['grade'] ?? '待定级'),
+ title: String(r['candidate_pn'] ?? ''),
+ swap: { from: String(r['original_pn'] ?? ''), to: String(r['candidate_pn'] ?? '') },
+ big: String(r['grade'] ?? '—'),
+ bigLabel: '替代等级',
+ note: String(r['risk'] ?? '差异风险未写'),
+ tone: String(r['risk'] ?? '').trim() === '' ? 'danger' : 'ok',
+ })),
+ },
+ ]);
+
+ if (benchmark.length < 2) {
+ await base.interaction.say(
+ shortlist.length === 0 ? '尚未撒网,先拉初筛清单。' : `已初筛 ${shortlist.length} 颗,继续逐条核验分级。`,
+ 'conclusion',
+ );
+ return { kind: 'await', reason: '候选不足 2 颗' };
+ }
+
+ if (unclear.length > 0) {
+ await base.interaction.say(`${unclear.length} 颗候选的差异风险未写清 —— 差异没核清的不放行。`, 'criterion');
+ return { kind: 'await', reason: '差异风险未核清' };
+ }
+
+ await base.interaction.say('候选已分级、差异与风险已写清,可签字交回发起方。', 'criterion');
+ return { kind: 'submit', deliverable: 'benchmark-table', rationale: '2 颗以上分级候选,差异与风险齐备' };
+ },
+});
diff --git a/activities/quote-alternative/src/manifest.ts b/activities/quote-alternative/src/manifest.ts
new file mode 100644
index 0000000..2c970d5
--- /dev/null
+++ b/activities/quote-alternative/src/manifest.ts
@@ -0,0 +1,185 @@
+/**
+ * 活动包清单 —— 统一报价 A2 · 替代选型(**案例活动 · loop**)。
+ *
+ * 业务素材:docs/MVP示例工作流.html §1.6。
+ * `▶需拍板`(签字交出)→ manualActivation + 放行;`✋客户改需求` → userEventListener;
+ * `⏱时限过半` → 时间监听(**时限必配**)。
+ */
+import type { ActivityManifest, DmnModel } from '@contracts';
+import { activityIdSchema } from '@contracts';
+import { CMMN_XML, NARRATIVE } from './case-model.ts';
+
+const DOMAIN = 'quote_alternative';
+const ACTIVITY_ID = activityIdSchema.parse('quote-alternative');
+
+/** 替代等级 —— 把「装得下的判断」从 LLM 手里拿走 */
+export const GRADE_DMN: DmnModel = {
+ drd: [{ decision: 'alt-grade', requires: [], inputs: ['pinCompatible', 'packageSame', 'paramDelta'] }],
+ tables: [
+ {
+ id: 'alt-grade',
+ label: '替代等级判定',
+ hitPolicy: 'FIRST',
+ inputs: [
+ { name: 'pinCompatible', expression: 'pinCompatible' },
+ { name: 'packageSame', expression: 'packageSame' },
+ { name: 'paramDelta', expression: 'paramDelta' },
+ ],
+ outputs: [{ name: 'grade' }, { name: 'effort' }],
+ rules: [
+ { id: 'g-p2p', when: ['true', 'true', '<= 0.05'], then: ['P2P', '核确免改动'] },
+ { id: 'g-func', when: ['-', '-', '<= 0.20'], then: ['功能兼容', '评外围电路与 layout'] },
+ { id: 'g-other', when: ['-', '-', '-'], then: ['其他', '须验证'] },
+ ],
+ },
+ ],
+};
+
+export const manifest: ActivityManifest = {
+ identity: {
+ activityId: ACTIVITY_ID,
+ name: 'A2 · 替代选型',
+ packageVersion: '0.1.0',
+ category: '统一报价',
+ paradigm: 'loop',
+ sdkVersion: '0.1.0-m5',
+ checksum: 'dev-checksum-quote-alternative',
+ },
+
+ contract: {
+ activityId: ACTIVITY_ID,
+ version: '0.1.0',
+ input: {
+ data: {
+ type: 'object',
+ required: ['originalPn'],
+ properties: {
+ originalPn: { type: 'string' },
+ chipType: { type: 'string' },
+ params: { type: 'object' },
+ scenario: { type: 'string' },
+ },
+ },
+ messageAllowed: true,
+ },
+ output: {
+ mandatory: [
+ {
+ name: 'benchmark',
+ payload: { type: 'object', required: ['rows'], properties: { rows: { type: 'array' } } },
+ description: '替代对标表(已签字)',
+ },
+ ],
+ selective: [],
+ },
+ requiredDeliverables: [{ key: 'benchmark-table', label: '替代对标表(FAE 签字)' }],
+ acceptanceCriteria: [
+ { key: 'candidates', label: '2~3 颗分级候选经确认', level: 'L2', predicate: 'candidatesConfirmed >= 2' },
+ { key: 'diff-clear', label: '差异项与风险逐项写清', level: 'L2', predicate: 'undocumentedDiff = 0' },
+ { key: 'source-traceable', label: '每项数据来源可溯(以原厂官网规格书为准)', level: 'L3' },
+ { key: 'fae-sign', label: 'FAE 签字放行', level: 'L5' },
+ ],
+ prohibitions: [
+ { key: 'no-unclear-diff', statement: '差异没核清的不放行' },
+ { key: 'no-banned', statement: '客户技术画像禁用清单里的型号不得作候选' },
+ ],
+ authorization: {
+ discretion: [{ key: 'widen-search', statement: '候选不足 2~3 颗时可放宽参数或换角度重新撒网' }],
+ preauthorizedActions: [],
+ humanCallBudget: 6,
+ },
+ resources: {
+ tools: [{ name: 'crm.history-price-read' }],
+ skills: [],
+ models: ['quote-extractor'],
+ roles: ['FAE'],
+ budget: { steps: 100, tokens: 260_000, activeMinutes: 360, humanCalls: 6 },
+ },
+ },
+
+ declarations: {
+ models: ['quote-extractor'],
+ tools: [{ name: 'crm.history-price-read' }],
+ ledger: [
+ {
+ domain: DOMAIN,
+ object: 'shortlist',
+ label: '初筛清单',
+ fields: [
+ { name: 'original_pn', type: 'text', primaryKey: true, masked: false, label: '原型号' },
+ { name: 'candidate_pn', type: 'text', primaryKey: true, masked: false, label: '候选型号' },
+ { name: 'brand', type: 'text', primaryKey: false, masked: false, label: '品牌' },
+ { name: 'lifecycle', type: 'text', primaryKey: false, masked: false, label: '生命周期' },
+ ],
+ },
+ {
+ domain: DOMAIN,
+ object: 'benchmark',
+ label: '替代对标表',
+ fields: [
+ { name: 'original_pn', type: 'text', primaryKey: true, masked: false },
+ { name: 'candidate_pn', type: 'text', primaryKey: true, masked: false },
+ { name: 'grade', type: 'text', primaryKey: false, masked: false, label: '替代等级' },
+ { name: 'param_diff', type: 'text', primaryKey: false, masked: false, label: '参数差异项' },
+ { name: 'risk', type: 'text', primaryKey: false, masked: false, label: '差异风险' },
+ { name: 'verify_advice', type: 'text', primaryKey: false, masked: false, label: '验证建议' },
+ { name: 'signed_by', type: 'text', primaryKey: false, masked: false, label: 'FAE 签字' },
+ ],
+ },
+ ],
+ listeners: [
+ {
+ // ⏱ 时限过半:向 BD 与 PM 同步进度与风险
+ origin: 'static',
+ eventType: 'time',
+ keyFilter: { kind: 'half-deadline' },
+ semantic: 'observe',
+ deadline: 'P2D',
+ escalation: ['nudge'],
+ },
+ {
+ // ✋ 客户改需求:应用条件/参数变更 → 回初选核险与圈选复核
+ origin: 'static',
+ eventType: 'human',
+ keyFilter: { kind: 'requirement-change' },
+ semantic: 'observe',
+ deadline: 'P5D',
+ escalation: ['nudge', 'reroute'],
+ },
+ ],
+ harness: {
+ memoryWindow: 30,
+ stallAfter: 'P1D',
+ nudge: [{ after: 'PT12H', action: 'nudge' }],
+ retry: { times: 2, backoff: 'PT5M' },
+ },
+ },
+
+ assets: {
+ businessModel: {
+ paradigm: 'loop',
+ cmmnXml: CMMN_XML,
+ narrative: NARRATIVE,
+ dmn: GRADE_DMN,
+ },
+ skills: [],
+ viewTemplates: [
+ { name: 'alt-board', html: '' },
+ ],
+ cardSchemas: {},
+ distillHooks: [
+ { on: 'milestone', milestone: 'M_candidates', prompt: '归纳本轮撒网的有效角度与无效角度。' },
+ { on: 'terminal', prompt: '归纳替代经验:哪些参数差异实际造成了问题、哪些品牌的替代关系可复用。' },
+ ],
+ },
+
+ samples: [
+ {
+ name: 'EOL 料替代',
+ input: { originalPn: 'TL072CDR', chipType: '运放', scenario: '车规' },
+ expect: { ports: ['benchmark'] },
+ },
+ ],
+
+ entry: { file: 'index.js', checksum: 'dev-entry-quote-alternative' },
+};
diff --git a/activities/quote-archive/package.json b/activities/quote-archive/package.json
new file mode 100644
index 0000000..a58fe5c
--- /dev/null
+++ b/activities/quote-archive/package.json
@@ -0,0 +1 @@
+{ "name": "@activities/quote-archive", "version": "0.1.0", "private": true, "type": "module", "exports": { ".": "./src/index.ts" } }
diff --git a/activities/quote-archive/src/index.ts b/activities/quote-archive/src/index.ts
new file mode 100644
index 0000000..2e65234
--- /dev/null
+++ b/activities/quote-archive/src/index.ts
@@ -0,0 +1,37 @@
+/**
+ * 统一报价 A7 · 情报归档 —— 活动包代码入口(ADR-004)。
+ * 「不成交也留资产」:把归档结果摆给人看,确认无空档再提交放行。
+ */
+import { defineActivity } from '@sdk';
+import type { ActivityBase, ActivityOutcome } from '@sdk';
+
+export default defineActivity({
+ name: 'quote-archive',
+ paradigm: 'flow',
+
+ async run(base: ActivityBase): Promise {
+ const history = await base.ledger.read('shared.history_price');
+ const stats = await base.ledger.read('shared.landing_stats');
+
+ await base.interaction.pushView([
+ {
+ t: 'kv',
+ title: '归档闭环',
+ items: [
+ { k: '情报回写', v: `${history.length} 条` },
+ { k: '落地率', v: stats.length > 0 ? String(stats[0]?.['landing_rate'] ?? '—') : '—' },
+ { k: '客户', v: String(base.contract.data['customerCode'] ?? '') },
+ ],
+ },
+ ]);
+
+ // 不得空归档 —— 每一单不成交的报价也是情报资产
+ if (history.length === 0) {
+ await base.interaction.say('情报尚未回写,继续登记结果。', 'conclusion');
+ return { kind: 'await', reason: '等待结果登记步完成' };
+ }
+
+ await base.interaction.say('拒绝原因与竞对价位已回写,画像与落地率已落账。', 'criterion');
+ return { kind: 'submit', deliverable: 'history-archive', rationale: '情报、画像、落地率三样齐备' };
+ },
+});
diff --git a/activities/quote-archive/src/manifest.ts b/activities/quote-archive/src/manifest.ts
new file mode 100644
index 0000000..81944be
--- /dev/null
+++ b/activities/quote-archive/src/manifest.ts
@@ -0,0 +1,180 @@
+/**
+ * 活动包清单 —— 统一报价 A7 · 情报归档。
+ *
+ * 业务素材:docs/MVP示例工作流.html §1.7(S1 结果登记 → S2 画像更新 → S3 落地率统计)。
+ * 「不成交也留资产:情报、客户画像、落地率」—— 写的是**共享域**,跨活动的沉淀事实。
+ */
+import type { ActivityManifest } from '@contracts';
+import { activityIdSchema } from '@contracts';
+
+const ACTIVITY_ID = activityIdSchema.parse('quote-archive');
+
+export const manifest: ActivityManifest = {
+ identity: {
+ activityId: ACTIVITY_ID,
+ name: 'A7 · 情报归档',
+ packageVersion: '0.1.0',
+ category: '统一报价',
+ paradigm: 'flow',
+ sdkVersion: '0.1.0-m5',
+ checksum: 'dev-checksum-quote-archive',
+ },
+
+ contract: {
+ activityId: ACTIVITY_ID,
+ version: '0.1.0',
+ input: {
+ data: {
+ type: 'object',
+ required: ['customerCode', 'quoteNo'],
+ properties: {
+ customerCode: { type: 'string' },
+ quoteNo: { type: 'string' },
+ reason: { type: 'string' },
+ competitorPrice: { type: 'number' },
+ },
+ },
+ messageAllowed: true,
+ },
+ output: {
+ mandatory: [
+ {
+ name: 'archived',
+ payload: { type: 'object', properties: { landingRate: { type: 'number' } } },
+ description: '归档闭环:情报回写 + 落地率落账',
+ },
+ ],
+ selective: [],
+ },
+ requiredDeliverables: [
+ { key: 'history-archive', label: '历史价格情报(归档)' },
+ { key: 'landing-stats', label: '报价落地率统计' },
+ ],
+ acceptanceCriteria: [
+ { key: 'reason-logged', label: '拒绝原因 / 竞对价位已回写', level: 'L1', predicate: 'reasonLogged = true' },
+ { key: 'profile-updated', label: '客户画像标签已更新', level: 'L2', predicate: 'profileUpdated = true' },
+ { key: 'bd-release', label: 'BD 放行', level: 'L5' },
+ ],
+ prohibitions: [{ key: 'no-blank-archive', statement: '不得空归档 —— 每一单不成交的报价也是情报资产' }],
+ authorization: { discretion: [], preauthorizedActions: [], humanCallBudget: 1 },
+ resources: {
+ tools: [],
+ skills: [],
+ models: ['quote-extractor'],
+ roles: ['BD'],
+ budget: { steps: 30, tokens: 60_000, activeMinutes: 60, humanCalls: 1 },
+ },
+ },
+
+ declarations: {
+ models: ['quote-extractor'],
+ tools: [],
+ ledger: [
+ {
+ // 共享域:跨活动的沉淀事实(AM 11.3 暗耦合禁令的两条合法路径之一)
+ domain: 'shared',
+ object: 'history_price',
+ label: '历史价格情报',
+ fields: [
+ { name: 'pn', type: 'text', primaryKey: true, masked: false },
+ { name: 'quoted_at', type: 'date', primaryKey: true, masked: false },
+ { name: 'lost_reason', type: 'text', primaryKey: false, masked: false, label: '拒绝原因' },
+ { name: 'competitor_price', type: 'number', primaryKey: false, masked: false, label: '竞对价位' },
+ ],
+ },
+ {
+ domain: 'shared',
+ object: 'customer',
+ label: '客户资料库',
+ fields: [
+ { name: 'customer_code', type: 'text', primaryKey: true, masked: false, label: '客户码' },
+ { name: 'grade', type: 'text', primaryKey: false, masked: false, label: '客户等级' },
+ { name: 'profile_tags', type: 'text', primaryKey: false, masked: false, label: '画像标签' },
+ ],
+ },
+ {
+ domain: 'shared',
+ object: 'landing_stats',
+ label: '报价落地率统计',
+ fields: [
+ { name: 'period', type: 'text', primaryKey: true, masked: false, label: '月份' },
+ { name: 'landing_rate', type: 'number', primaryKey: false, masked: false, label: '落地率' },
+ { name: 'type_a_hit', type: 'number', primaryKey: false, masked: false, label: 'TypeA命中' },
+ { name: 'reply_rate_d3', type: 'number', primaryKey: false, masked: false, label: 'D+3回复率' },
+ ],
+ },
+ ],
+ listeners: [],
+ // 7 天闭环(MVP示例 §1.7)
+ harness: { memoryWindow: 15, stallAfter: 'P1D', nudge: [], retry: { times: 2, backoff: 'PT30S' } },
+ },
+
+ assets: {
+ businessModel: {
+ paradigm: 'flow',
+ steps: [
+ {
+ kind: 'llm',
+ name: 'S1_log_result',
+ label: 'S1 结果登记(拒绝原因 / 竞对价位)',
+ input: { reason: 'reason', quoteNo: 'quoteNo' },
+ output: { domain: 'shared', object: 'history_price', fields: { lost_reason: 'lostReason' } },
+ model: 'quote-extractor',
+ template: '从跟进反馈里抽出拒绝原因与竞对价位。只输出 JSON。反馈:{{reason}}',
+ outputSchema: {
+ type: 'object',
+ properties: { lostReason: { type: 'string' }, competitorPrice: { type: 'number' } },
+ },
+ failure: { retry: { times: 2, backoff: 'PT30S' }, fallback: { kind: 'human', workOrder: 'execution' } },
+ },
+ {
+ kind: 'pure-tool',
+ name: 'S2_profile',
+ label: 'S2 画像更新(供 P-01 的客户等级因子取用)',
+ input: { customerCode: 'customerCode', reason: 'reason' },
+ output: { domain: 'shared', object: 'customer', fields: { profile_tags: 'tags' } },
+ tool: 'quote-archive.profile',
+ failure: { retry: { times: 1, backoff: 'PT10S' }, fallback: { kind: 'blocked' } },
+ },
+ {
+ kind: 'pure-tool',
+ name: 'S3_landing_rate',
+ label: 'S3 落地率统计',
+ input: {},
+ output: { domain: 'shared', object: 'landing_stats', fields: { landing_rate: 'landingRate' } },
+ tool: 'quote-archive.landing-rate',
+ failure: { retry: { times: 1, backoff: 'PT10S' }, fallback: { kind: 'blocked' } },
+ },
+ {
+ kind: 'human',
+ name: 'S4_release',
+ label: 'S4 归档闭环验收放行',
+ input: {},
+ workOrder: 'acceptance',
+ card: { title: '情报归档请验收', deliverable: 'history-archive' },
+ deadline: 'P1D',
+ failure: { retry: { times: 0, backoff: 'PT30S' }, fallback: { kind: 'blocked' } },
+ },
+ ],
+ parallelGroups: [],
+ },
+ skills: [],
+ viewTemplates: [
+ { name: 'archive-summary', html: '' },
+ ],
+ cardSchemas: {},
+ distillHooks: [
+ { on: 'terminal', prompt: '归纳丢单的共性:价格、交期、竞对、客户类型 —— 供下一单更快更准。' },
+ ],
+ },
+
+ samples: [
+ {
+ name: '客户拒绝',
+ input: { customerCode: 'C001', quoteNo: 'Q202601', reason: '竞对报价更低' },
+ expect: { ports: ['archived'] },
+ },
+ ],
+
+ entry: { file: 'index.js', checksum: 'dev-entry-quote-archive' },
+};
diff --git a/activities/quote-negotiate/package.json b/activities/quote-negotiate/package.json
new file mode 100644
index 0000000..8a54c42
--- /dev/null
+++ b/activities/quote-negotiate/package.json
@@ -0,0 +1 @@
+{ "name": "@activities/quote-negotiate", "version": "0.1.0", "private": true, "type": "module", "exports": { ".": "./src/index.ts" } }
diff --git a/activities/quote-negotiate/src/index.ts b/activities/quote-negotiate/src/index.ts
new file mode 100644
index 0000000..068520a
--- /dev/null
+++ b/activities/quote-negotiate/src/index.ts
@@ -0,0 +1,50 @@
+/**
+ * 统一报价 A6 · 报价议价 —— 活动包代码入口(ADR-004)。
+ *
+ * 「发出的同时必须建立 D+3/D+7 跟进 —— 没有跟进的报价等于没报。」
+ * 这里把跟进监听立起来:AI 对世界只有触达(动作,落在放行)与等待(监听)两种姿势。
+ */
+import { defineActivity } from '@sdk';
+import type { ActivityBase, ActivityOutcome } from '@sdk';
+
+const QUOTE = 'quote_negotiate.formal_quote';
+
+export default defineActivity({
+ name: 'quote-negotiate',
+ paradigm: 'flow',
+
+ async run(base: ActivityBase): Promise {
+ const lines = await base.ledger.read(QUOTE);
+
+ await base.interaction.pushView([
+ {
+ t: 'table',
+ title: '正式报价单',
+ cols: ['PN', '单价CNY', '交期', 'MOQ', '有效期'],
+ rows: lines.map((r) => [
+ String(r['pn'] ?? ''),
+ String(r['unit_price'] ?? '—'),
+ String(r['lead_time'] ?? '—'),
+ String(r['moq'] ?? '—'),
+ String(r['valid_until'] ?? '—'),
+ ]),
+ },
+ ]);
+
+ const incomplete = lines.filter((r) => r['unit_price'] === undefined || r['valid_until'] === undefined);
+ if (lines.length === 0 || incomplete.length > 0) {
+ await base.interaction.say('报价单条目尚未齐备,继续排版。', 'conclusion');
+ return { kind: 'await', reason: '等待报价单生成步完成' };
+ }
+
+ // 建 D+3 跟进:等客户回音 —— 时限必配,无死等
+ await base.tools.listen({
+ eventType: 'data',
+ keyFilter: { kind: 'customer-reply', customerCode: String(base.contract.data['customerCode'] ?? '') },
+ deadline: 'P3D',
+ });
+ await base.interaction.say('已建 D+3 跟进监听 —— 没有跟进的报价等于没报。', 'guidance');
+
+ return { kind: 'submit', deliverable: 'formal-quote', rationale: '报价单齐备且已建跟进,提交放行即发出' };
+ },
+});
diff --git a/activities/quote-negotiate/src/manifest.ts b/activities/quote-negotiate/src/manifest.ts
new file mode 100644
index 0000000..06a7829
--- /dev/null
+++ b/activities/quote-negotiate/src/manifest.ts
@@ -0,0 +1,188 @@
+/**
+ * 活动包清单 —— 统一报价 A6 · 报价议价。
+ *
+ * 业务素材:docs/MVP示例工作流.html §1.4(S1 生成发出 → S2 CRM 留档 → S3 建立跟进)。
+ * 关键机制:生成正式报价单是**写类动作** → 登记为动作意向 → 落地预检 →
+ * 放行通过即落地(台账回写 + 出站发送)→ 输出口发射;并建 D+3 跟进监听。
+ */
+import type { ActivityManifest } from '@contracts';
+import { activityIdSchema } from '@contracts';
+
+const DOMAIN = 'quote_negotiate';
+const ACTIVITY_ID = activityIdSchema.parse('quote-negotiate');
+
+export const manifest: ActivityManifest = {
+ identity: {
+ activityId: ACTIVITY_ID,
+ name: 'A6 · 报价议价',
+ packageVersion: '0.1.0',
+ category: '统一报价',
+ paradigm: 'flow',
+ sdkVersion: '0.1.0-m5',
+ checksum: 'dev-checksum-quote-negotiate',
+ },
+
+ contract: {
+ activityId: ACTIVITY_ID,
+ version: '0.1.0',
+ input: {
+ data: {
+ type: 'object',
+ required: ['customerCode', 'items'],
+ properties: { customerCode: { type: 'string' }, items: { type: 'array' } },
+ },
+ messageAllowed: true,
+ },
+ output: {
+ mandatory: [],
+ // 议价结果是**业务分支**:必须建模为选择组的一口,随放行发射 —— 不得用异常终态编码
+ selective: [
+ {
+ group: 'negotiation',
+ ports: [
+ { name: 'won', payload: { type: 'object' }, description: '成交 → 转订单履约(ORM)' },
+ { name: 'revise', payload: { type: 'object' }, description: '有异议 → 返回调整 A4' },
+ { name: 'lost', payload: { type: 'object' }, description: '拒绝/超时 → 转 A7 情报归档' },
+ ],
+ },
+ ],
+ },
+ requiredDeliverables: [
+ { key: 'formal-quote', label: '正式报价单(PDF · 中英双语)' },
+ { key: 'followup', label: 'D+3/D+7 跟进提醒' },
+ ],
+ acceptanceCriteria: [
+ { key: 'quote-complete', label: '单价/交期/SPQ/MOQ/贸易条款/有效期齐备', level: 'L1', predicate: 'missingQuoteFields = 0' },
+ { key: 'validity', label: '按报价有效期 P-04 注明有效期', level: 'L2', predicate: 'validityDays > 0' },
+ { key: 'followup-set', label: '已建 D+3/D+7 跟进 —— 没有跟进的报价等于没报', level: 'L2', predicate: 'followupSet = true' },
+ { key: 'bd-release', label: 'BD 放行', level: 'L5' },
+ ],
+ prohibitions: [
+ { key: 'no-break-line', statement: '客户议价超出授权范围的,回 A5 重批,不私自破线' },
+ { key: 'no-send-before-release', statement: '报价单在放行前不得发出 —— 写类动作集中在放行时落地' },
+ ],
+ authorization: {
+ discretion: [{ key: 'haggle-band', statement: '在已批准的价格区间内回旋;出区间必须回审批' }],
+ // 预授权必须逐项列举:催办模板可即时发,报价单不行
+ preauthorizedActions: [{ tool: 'mail.send', operation: 'nudge', limit: '仅催办模板' }],
+ humanCallBudget: 3,
+ },
+ resources: {
+ tools: [{ name: 'mail.send' }, { name: 'crm.history-price-read' }],
+ skills: [],
+ models: ['quote-extractor'],
+ roles: ['BD'],
+ budget: { steps: 50, tokens: 120_000, activeMinutes: 60, humanCalls: 3 },
+ },
+ },
+
+ declarations: {
+ models: ['quote-extractor'],
+ tools: [{ name: 'mail.send' }, { name: 'crm.history-price-read' }],
+ ledger: [
+ {
+ domain: DOMAIN,
+ object: 'formal_quote',
+ label: '正式报价单',
+ fields: [
+ { name: 'quote_no', type: 'text', primaryKey: true, masked: false, label: '报价单号' },
+ { name: 'pn', type: 'text', primaryKey: true, masked: false, label: 'PN' },
+ { name: 'unit_price', type: 'number', primaryKey: false, masked: false, label: '单价CNY' },
+ { name: 'lead_time', type: 'text', primaryKey: false, masked: false, label: '交期' },
+ { name: 'spq', type: 'integer', primaryKey: false, masked: false, label: 'SPQ' },
+ { name: 'moq', type: 'integer', primaryKey: false, masked: false, label: 'MOQ' },
+ { name: 'trade_terms', type: 'text', primaryKey: false, masked: false, label: '贸易条款' },
+ { name: 'valid_until', type: 'date', primaryKey: false, masked: false, label: '有效期' },
+ ],
+ },
+ {
+ domain: 'shared',
+ object: 'history_price',
+ label: '历史价格情报(共享域)',
+ fields: [
+ { name: 'pn', type: 'text', primaryKey: true, masked: false },
+ { name: 'quoted_at', type: 'date', primaryKey: true, masked: false, label: '报价日期' },
+ { name: 'unit_price', type: 'number', primaryKey: false, masked: false },
+ { name: 'lead_time', type: 'text', primaryKey: false, masked: false },
+ ],
+ },
+ ],
+ listeners: [
+ {
+ origin: 'static',
+ eventType: 'data',
+ keyFilter: { kind: 'customer-reply' },
+ semantic: 'complete-step',
+ // 建 D+3 跟进监听:等客户回音,时限必配 —— 无死等
+ deadline: 'P3D',
+ escalation: ['nudge', 'escalate'],
+ },
+ ],
+ harness: {
+ memoryWindow: 20,
+ stallAfter: 'PT15M',
+ nudge: [{ after: 'PT10M', action: 'nudge' }],
+ retry: { times: 2, backoff: 'PT30S' },
+ },
+ },
+
+ assets: {
+ businessModel: {
+ paradigm: 'flow',
+ steps: [
+ {
+ kind: 'llm',
+ name: 'S1_compose',
+ label: 'S1 生成正式报价单',
+ input: { items: 'items', customerCode: 'customerCode' },
+ output: { domain: DOMAIN, object: 'formal_quote', fields: { unit_price: 'unitPrice', lead_time: 'leadTime' } },
+ model: 'quote-extractor',
+ template:
+ '把已批准的报价草案排版为正式报价单条目(单价CNY/交期/SPQ/MOQ/贸易条款),' +
+ '按报价有效期 P-04 注明 7 日历天有效。只输出 JSON。条目:{{items}}',
+ outputSchema: {
+ type: 'object',
+ required: ['lines'],
+ properties: { lines: { type: 'array' }, validityDays: { type: 'integer' } },
+ },
+ failure: { retry: { times: 2, backoff: 'PT30S' }, fallback: { kind: 'human', workOrder: 'execution' } },
+ },
+ {
+ kind: 'tool',
+ name: 'S2_send',
+ label: 'S2 发出报价单(写类 → 登记动作意向,放行时落地)',
+ input: { customerCode: 'customerCode' },
+ tool: 'mail.send',
+ failure: { retry: { times: 2, backoff: 'PT1M' }, fallback: { kind: 'human', workOrder: 'execution' } },
+ },
+ {
+ kind: 'human',
+ name: 'S3_release',
+ label: 'S3 正式报价单验收放行(放行即落地:台账回写 + 出站发送)',
+ input: {},
+ workOrder: 'acceptance',
+ card: { title: '正式报价单请验收 —— 放行即发出', deliverable: 'formal-quote' },
+ deadline: 'P1D',
+ failure: { retry: { times: 0, backoff: 'PT30S' }, fallback: { kind: 'blocked' } },
+ },
+ ],
+ parallelGroups: [],
+ },
+ skills: [],
+ viewTemplates: [
+ { name: 'quote-preview', html: '' },
+ ],
+ cardSchemas: {},
+ distillHooks: [{ on: 'terminal', prompt: '归纳本单议价的经验:客户的还价幅度、成交与否的关键因素。' }],
+ },
+
+ samples: [
+ {
+ name: '车规 Analog 报价',
+ input: { customerCode: 'C001', items: [{ pn: 'LM358DR', quotedPrice: 1.95 }] },
+ expect: { ports: ['won'] },
+ },
+ ],
+
+ entry: { file: 'index.js', checksum: 'dev-entry-quote-negotiate' },
+};
diff --git a/activities/quote-pricing/package.json b/activities/quote-pricing/package.json
new file mode 100644
index 0000000..ede96b3
--- /dev/null
+++ b/activities/quote-pricing/package.json
@@ -0,0 +1 @@
+{ "name": "@activities/quote-pricing", "version": "0.1.0", "private": true, "type": "module", "exports": { ".": "./src/index.ts" } }
diff --git a/activities/quote-pricing/src/index.ts b/activities/quote-pricing/src/index.ts
new file mode 100644
index 0000000..04bbb8a
--- /dev/null
+++ b/activities/quote-pricing/src/index.ts
@@ -0,0 +1,80 @@
+/**
+ * 统一报价 A4 · 成本定价 —— 活动包代码入口(ADR-004)。
+ *
+ * flow 活动:下一步由步序声明给定。本文件只做声明装不下的两件事 ——
+ * 视图流控,与「结论不可静默覆写」的呈现:P-02 拦下的条目必须显式呈现给人。
+ */
+import { defineActivity } from '@sdk';
+import type { ActivityBase, ActivityOutcome } from '@sdk';
+
+const DRAFT = 'quote_pricing.draft';
+
+export default defineActivity({
+ name: 'quote-pricing',
+ paradigm: 'flow',
+
+ async run(base: ActivityBase): Promise {
+ const items = await base.ledger.read(DRAFT);
+ const priced = items.filter((r) => typeof r['quoted_price'] === 'number');
+ // 底价门禁 P-02 拦下的条目 —— DMN 结论是**约束性输入**,不得静默覆写
+ const blocked = items.filter((r) => String(r['disposition'] ?? '').includes('拦截'));
+
+ await base.interaction.pushView([
+ {
+ t: 'kv',
+ title: '定价概览',
+ items: [
+ { k: '条目', v: `${items.length} 条` },
+ { k: '已定价', v: `${priced.length} 条` },
+ { k: '底价门禁拦下', v: `${blocked.length} 条` },
+ ],
+ },
+ {
+ t: 'table',
+ title: '报价草案',
+ cols: ['PN', '拟报单价', '毛利率', '偏离度', '门禁处置'],
+ rows: items.map((r) => [
+ String(r['pn'] ?? ''),
+ fmt(r['quoted_price']),
+ pct(r['margin']),
+ pct(r['deviation']),
+ String(r['disposition'] ?? '待判'),
+ ]),
+ linkDonut: {
+ col: 4,
+ title: '门禁分布',
+ map: [
+ { match: '直接放行', label: '直接放行', tone: 'ok' },
+ { match: 'PM', label: 'PM 附理由', tone: 'warn' },
+ { match: '拦截', label: '拦截', tone: 'danger' },
+ ],
+ },
+ },
+ ]);
+
+ if (priced.length < items.length) {
+ await base.interaction.say(`还有 ${items.length - priced.length} 条未定价,继续按利润模型 P-01 求值。`, 'conclusion');
+ return { kind: 'await', reason: '等待定价步完成' };
+ }
+
+ if (blocked.length > 0) {
+ // 超出授权边界 → 走「人 · 决策」,不自行破线
+ await base.interaction.say(
+ `${blocked.length} 条低于底价 20% 以上,已被底价门禁 P-02 拦下 —— 需要人裁决回调还是注明理由。`,
+ 'criterion',
+ );
+ return { kind: 'await', reason: '等待超限条目的人裁决' };
+ }
+
+ await base.interaction.say(`${items.length} 条已全部定价且过底价门禁,可提交审批。`, 'criterion');
+ return { kind: 'submit', deliverable: 'quote-draft', rationale: '全条目带偏离度,底价门禁全过' };
+ },
+});
+
+function fmt(value: unknown): string {
+ return typeof value === 'number' ? value.toFixed(2) : '—';
+}
+
+function pct(value: unknown): string {
+ return typeof value === 'number' ? `${(value * 100).toFixed(1)}%` : '—';
+}
diff --git a/activities/quote-pricing/src/manifest.ts b/activities/quote-pricing/src/manifest.ts
new file mode 100644
index 0000000..56865ce
--- /dev/null
+++ b/activities/quote-pricing/src/manifest.ts
@@ -0,0 +1,242 @@
+/**
+ * 活动包清单 —— 统一报价 A4 · 成本定价。
+ *
+ * 业务素材:docs/MVP示例工作流.html §1.2(S1 取价基准 → S2 逐条定价 → S3 底价自检)。
+ * README《已裁定的落地决策》③:**A4 = flow** —— 取价、查表定价、自检的判断
+ * **全部装进 DMN 决策表确定性求值**;一旦出现「由 AI 决定怎么办」,按 AM 2.1 上升。
+ */
+import type { ActivityManifest, DmnModel } from '@contracts';
+import { activityIdSchema } from '@contracts';
+
+const DOMAIN = 'quote_pricing';
+const ACTIVITY_ID = activityIdSchema.parse('quote-pricing');
+
+/**
+ * 利润模型 P-01 —— 品牌 × 类型 × 客户等级 × 数量档 → 目标毛利。
+ * 「经验」段落不入决策表(那是技能 / 活动记忆种子:载方法不载权力)。
+ */
+export const P01_DMN: DmnModel = {
+ drd: [
+ { decision: 'p01-margin', requires: [], inputs: ['customerGrade', 'materialType', 'volumeTier'] },
+ { decision: 'p02-floor', requires: ['p01-margin'], inputs: ['quotedPrice', 'floorPrice'] },
+ ],
+ tables: [
+ {
+ id: 'p01-margin',
+ label: '利润模型 P-01',
+ hitPolicy: 'FIRST',
+ inputs: [
+ { name: 'customerGrade', expression: 'customerGrade' },
+ { name: 'materialType', expression: 'materialType' },
+ { name: 'volumeTier', expression: 'volumeTier' },
+ ],
+ outputs: [{ name: 'marginLow' }, { name: 'marginHigh' }],
+ rules: [
+ { id: 'p01-1', when: ['"战略客户"', '"A"', '"大批量"'], then: [0.08, 0.1], annotation: '战略客户 A 类标准件大批量 8%–10%' },
+ { id: 'p01-2', when: ['"普通客户"', '"A"', '-'], then: [0.12, 0.15], annotation: '普通客户 A 类标准件 12%–15%' },
+ { id: 'p01-3', when: ['-', '"B"', '-'], then: [0.15, 0.2], annotation: 'B 类波动件 15%–20%' },
+ { id: 'p01-4', when: ['-', '"C"', '-'], then: [0.2, 0.5], annotation: 'C 类替代/EOL ≥20% 或一事一议' },
+ { id: 'p01-default', when: ['-', '-', '-'], then: [0.12, 0.15], annotation: '兜底按普通客户标准件' },
+ ],
+ },
+ {
+ /** 底价门禁 P-02 —— 偏离底价 ±20% 即止 */
+ id: 'p02-floor',
+ label: '底价门禁 P-02',
+ hitPolicy: 'FIRST',
+ inputs: [{ name: 'deviation', expression: 'deviation' }],
+ outputs: [{ name: 'disposition' }, { name: 'passable' }],
+ rules: [
+ { id: 'p02-1', when: ['>= 0'], then: ['直接放行', true], annotation: '≥底价 → 直接放行' },
+ { id: 'p02-2', when: ['[-0.20..0)'], then: ['PM 附理由放行', true], annotation: '低于底价 ≤20% → PM 附理由' },
+ { id: 'p02-3', when: ['< -0.20'], then: ['拦截 · BOSS 拍板', false], annotation: '低于底价 >20% → 拦截' },
+ ],
+ },
+ ],
+};
+
+export const manifest: ActivityManifest = {
+ identity: {
+ activityId: ACTIVITY_ID,
+ name: 'A4 · 成本定价',
+ packageVersion: '0.1.0',
+ category: '统一报价',
+ paradigm: 'flow',
+ sdkVersion: '0.1.0-m5',
+ checksum: 'dev-checksum-quote-pricing',
+ },
+
+ contract: {
+ activityId: ACTIVITY_ID,
+ version: '0.1.0',
+ input: {
+ data: {
+ type: 'object',
+ required: ['customerCode', 'records'],
+ properties: {
+ customerCode: { type: 'string' },
+ records: { type: 'array' },
+ // B/C 类由 A3/A2 交回的底价与替代方案;A 类直通时为空
+ floorPrices: { type: 'array' },
+ },
+ },
+ messageAllowed: true,
+ },
+ output: {
+ mandatory: [
+ {
+ name: 'draft',
+ payload: {
+ type: 'object',
+ required: ['items'],
+ properties: { items: { type: 'array' } },
+ },
+ description: '报价草案(逐条带偏离度)',
+ },
+ ],
+ selective: [],
+ },
+ requiredDeliverables: [{ key: 'quote-draft', label: '报价草案(全条目带偏离度)' }],
+ acceptanceCriteria: [
+ { key: 'all-priced', label: '每条都有拟报单价与毛利率', level: 'L1', predicate: 'unpriced = 0' },
+ // 底价门禁沉为 L2 机检 —— 「约束力收缩」的终点
+ { key: 'floor-gate', label: '偏离底价 ≤±20%,超限者已回调或注明理由', level: 'L2', modelRef: 'p02-floor' },
+ { key: 'pm-release', label: 'BD 放行', level: 'L5' },
+ ],
+ prohibitions: [
+ { key: 'no-silent-override', statement: '不得静默绕开 P-02 的结论;要破线只能走「人 · 决策」' },
+ { key: 'no-stale-floor', statement: '底价超一周未更新的,先刷底价再判' },
+ ],
+ authorization: {
+ discretion: [{ key: 'margin-band', statement: '在 P-01 给出的毛利区间内自决;出区间必须调人决策' }],
+ preauthorizedActions: [],
+ humanCallBudget: 2,
+ },
+ resources: {
+ tools: [{ name: 'crm.history-price-read' }],
+ skills: [],
+ models: ['quote-extractor'],
+ roles: ['BD'],
+ budget: { steps: 60, tokens: 150_000, activeMinutes: 120, humanCalls: 2 },
+ },
+ },
+
+ declarations: {
+ models: ['quote-extractor'],
+ tools: [{ name: 'crm.history-price-read' }],
+ ledger: [
+ {
+ domain: DOMAIN,
+ object: 'draft',
+ label: '报价草案',
+ fields: [
+ { name: 'pn', type: 'text', primaryKey: true, masked: false, label: 'PN' },
+ { name: 'quoted_price', type: 'number', primaryKey: false, masked: false, label: '拟报单价' },
+ { name: 'margin', type: 'number', primaryKey: false, masked: false, label: '毛利率' },
+ { name: 'deviation', type: 'number', primaryKey: false, masked: false, label: '偏离度' },
+ { name: 'disposition', type: 'text', primaryKey: false, masked: false, label: '门禁处置' },
+ ],
+ },
+ ],
+ listeners: [
+ {
+ origin: 'static',
+ eventType: 'human',
+ keyFilter: { kind: 'decision' },
+ semantic: 'complete-step',
+ deadline: 'PT4H',
+ escalation: ['nudge', 'escalate'],
+ },
+ ],
+ // SLA <2h(MVP示例 §1.2 留痕 · SLA)
+ harness: {
+ memoryWindow: 20,
+ stallAfter: 'PT2H',
+ nudge: [{ after: 'PT1H', action: 'nudge' }],
+ retry: { times: 2, backoff: 'PT30S' },
+ },
+ },
+
+ assets: {
+ businessModel: {
+ paradigm: 'flow',
+ steps: [
+ {
+ kind: 'tool',
+ name: 'S1_basis',
+ label: 'S1 取价基准',
+ // Type A 取历史价近期价;B/C 取供应商底价表(C 类参考替代对标表)
+ input: { pn: 'pn' },
+ output: { domain: DOMAIN, object: 'draft', fields: { deviation: 'deviation' } },
+ tool: 'crm.history-price-read',
+ failure: { retry: { times: 2, backoff: 'PT1M' }, fallback: { kind: 'human', workOrder: 'execution' } },
+ },
+ {
+ kind: 'pure-tool',
+ name: 'S2_price',
+ label: 'S2 逐条定价(DMN · 利润模型 P-01)',
+ input: { customerGrade: 'customerGrade', materialType: 'materialType', volumeTier: 'volumeTier' },
+ output: { domain: DOMAIN, object: 'draft', fields: { margin: 'marginLow', quoted_price: 'quotedPrice' } },
+ tool: 'quote-pricing.margin',
+ failure: { retry: { times: 1, backoff: 'PT10S' }, fallback: { kind: 'blocked' } },
+ },
+ {
+ kind: 'pure-tool',
+ name: 'S3_floor_gate',
+ label: 'S3 底价自检(DMN · 底价门禁 P-02)',
+ input: { deviation: 'deviation' },
+ output: { domain: DOMAIN, object: 'draft', fields: { disposition: 'disposition' } },
+ tool: 'quote-pricing.floor-gate',
+ failure: { retry: { times: 1, backoff: 'PT10S' }, fallback: { kind: 'blocked' } },
+ },
+ {
+ kind: 'human',
+ name: 'S4_decide_breach',
+ label: '超限条目:调人决策(回调还是注明理由)',
+ // 只有门禁不过才调人 —— 条件必谓词,零 LLM
+ when: 'breached > 0',
+ input: {},
+ workOrder: 'execution',
+ card: { title: '有条目低于底价 20% 以上,请裁决', fields: ['disposition', 'reason'] },
+ deadline: 'PT4H',
+ failure: { retry: { times: 0, backoff: 'PT30S' }, fallback: { kind: 'blocked' } },
+ },
+ {
+ kind: 'human',
+ name: 'S5_release',
+ label: 'S5 报价草案验收放行',
+ input: {},
+ workOrder: 'acceptance',
+ card: { title: '报价草案(全条目带偏离度)请验收', deliverable: 'quote-draft' },
+ deadline: 'P1D',
+ failure: { retry: { times: 0, backoff: 'PT30S' }, fallback: { kind: 'blocked' } },
+ },
+ ],
+ parallelGroups: [],
+ },
+ skills: [],
+ viewTemplates: [
+ {
+ name: 'pricing-summary',
+ html: '',
+ },
+ ],
+ cardSchemas: {},
+ distillHooks: [
+ {
+ on: 'terminal',
+ prompt: '归纳本单定价的经验:哪些组合的毛利档被人回调过、底价门禁拦下的形态、破线的理由。',
+ },
+ ],
+ },
+
+ samples: [
+ {
+ name: '战略客户 A 类大批量',
+ input: { customerCode: 'C001', records: [{ pn: 'LM358DR', type: 'A' }] },
+ expect: { ports: ['draft'] },
+ },
+ ],
+
+ entry: { file: 'index.js', checksum: 'dev-entry-quote-pricing' },
+};
diff --git a/activities/quote-sourcing/package.json b/activities/quote-sourcing/package.json
new file mode 100644
index 0000000..8b60891
--- /dev/null
+++ b/activities/quote-sourcing/package.json
@@ -0,0 +1 @@
+{ "name": "@activities/quote-sourcing", "version": "0.1.0", "private": true, "type": "module", "exports": { ".": "./src/index.ts" } }
diff --git a/activities/quote-sourcing/src/case-model.ts b/activities/quote-sourcing/src/case-model.ts
new file mode 100644
index 0000000..df3af27
--- /dev/null
+++ b/activities/quote-sourcing/src/case-model.ts
@@ -0,0 +1,120 @@
+/**
+ * A3 渠道寻源的案例模型 —— **双表示同版本**:CMMN XML(机器面)与案例说明书(叙事面)。
+ * 「说明书是 XML 的叙事投影,迭代时一起放行」(AM 3.1)。
+ */
+
+export const CMMN_XML = `
+
+
+
+
+
+
+
+
+
+ create
+
+
+ update
+ needNewQuote = true
+
+
+ update
+ channelsPicked >= 2
+
+
+ create
+
+
+ create
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ P4D
+
+
+ P7D
+
+
+
+`;
+
+export const NARRATIVE = `§0 开案:本案例覆盖四种询价场景 —— BOM早期、BOM后期、现货询价、样品询价。
+场景不同,供应商选择尺度与价格验证规则各异,但都遵循同一主线:
+PM 提交询价请求 → 查历史报价判定可否直采 →(须询价时)按场景圈渠道 → 发询验证 → 填入寻源比价表反馈。
+
+S1 接需核史:系统带出在供供应商与历史报价。先核历史,按场景规则逐 PN 判定是否可直接采用 ——
+可直采则跳过询价直接进入反馈交付;须新询价则进入选渠阶段。
+ · 查历史报价:未达 3 次询价但有效期已过的,标记须重询。
+ · 判定采用策略:BOM早期有效期内直采、过期浮动≤10%直采、10-20%取均价、>20%重询;
+ BOM后期历史最低(≥3次)直采,否则降 20% 谈;现货/样品一律重询。
+
+S2 选渠定策:BOM早期/样品渠道可放宽;BOM后期按主→备选→贸易商顺序圈 2~3 家,贸易商尽量不用;
+现货仅选有库存且可提供仓库实拍的供应商。渠道资质核实是「看情况」的裁量项。
+
+S3 发询比价:同一料所有渠道一次发齐;PN/数量/目标价/回价时限写死在询价里。
+回价逐单登记,一一对应不可缺项。价格验证因场景而异。回价异常或未应答则追价补询(裁量项)。
+
+S4 反馈交付:确认报价/LT/SPQ/有效期逐项填入寻源比价表,供 PM 直接查阅。
+现货/样品场景多一步下单与跟踪(裁量项)。
+
+全程随时可做:知识入库 —— 回价与成交沉淀历史价格情报,渠道表现回写供应商渠道目录。
+
+§Z 结案:必做的事都办完、没有进行中的事,自动算结案(CMMN AutoComplete)。
+寻源比价表交付 PM 即结案 —— 每询一轮,行情底账厚一层。`;
diff --git a/activities/quote-sourcing/src/index.ts b/activities/quote-sourcing/src/index.ts
new file mode 100644
index 0000000..4f4584d
--- /dev/null
+++ b/activities/quote-sourcing/src/index.ts
@@ -0,0 +1,59 @@
+/**
+ * 统一报价 A3 · 渠道寻源 —— 活动包代码入口(ADR-004)。
+ *
+ * **loop 活动**:下一步由 Agent 在案例模型的结构上临场决断,引擎只推进到 Enabled 为止。
+ * 本文件只做视图流控 —— 把阶段、里程碑与比价进展摆给人看。
+ */
+import { defineActivity } from '@sdk';
+import type { ActivityBase, ActivityOutcome } from '@sdk';
+
+const QUOTES = 'quote_sourcing.supplier_quote';
+const COMPARE = 'quote_sourcing.compare_table';
+
+export default defineActivity({
+ name: 'quote-sourcing',
+ paradigm: 'loop',
+
+ async run(base: ActivityBase): Promise {
+ const quotes = await base.ledger.read(QUOTES);
+ const compare = await base.ledger.read(COMPARE);
+ const suppliers = new Set(quotes.map((q) => String(q['supplier'] ?? '')));
+
+ await base.interaction.pushView([
+ {
+ t: 'kv',
+ title: '寻源进展',
+ items: [
+ { k: '场景', v: String(base.contract.data['scenario'] ?? '') },
+ { k: '已圈渠道', v: `${suppliers.size} 家` },
+ { k: '已收回价', v: `${quotes.length} 单` },
+ { k: '比价表', v: compare.length > 0 ? '已填' : '未填' },
+ ],
+ },
+ {
+ t: 'table',
+ title: '供应商回价',
+ cols: ['供应商', '回价', 'MOQ', '交期', '渠道等级'],
+ rows: quotes.map((q) => [
+ String(q['supplier'] ?? ''),
+ String(q['price'] ?? '—'),
+ String(q['moq'] ?? '—'),
+ String(q['lead_time'] ?? '—'),
+ String(q['grade'] ?? '—'),
+ ]),
+ },
+ ]);
+
+ if (compare.length === 0) {
+ // 交集为空即断点 —— 由引擎判定、Agent 定夺调人还是立监听,这里不代它决定
+ await base.interaction.say(
+ suppliers.size === 0 ? '尚未圈定渠道,先按场景定策。' : `已收 ${quotes.length} 单回价,待填寻源比价表。`,
+ 'conclusion',
+ );
+ return { kind: 'await', reason: '寻源比价表未交付' };
+ }
+
+ await base.interaction.say('寻源比价表已填齐,可交回 PM。', 'criterion');
+ return { kind: 'submit', deliverable: 'compare-table', rationale: '每料有有效报价或明确无货' };
+ },
+});
diff --git a/activities/quote-sourcing/src/manifest.ts b/activities/quote-sourcing/src/manifest.ts
new file mode 100644
index 0000000..4c6b413
--- /dev/null
+++ b/activities/quote-sourcing/src/manifest.ts
@@ -0,0 +1,187 @@
+/**
+ * 活动包清单 —— 统一报价 A3 · 渠道寻源(**案例活动 · loop**)。
+ *
+ * 业务素材:docs/MVP示例工作流.html §1.5。按 README《归一化对照表》映射:
+ * 案例图 → CMMN XML;案例说明书 → 同版本叙事面;
+ * `!必做` → entryCriterion 常项;`看情况` → discretionary(planningTable);
+ * `#可反复` → repetitionRule;`▶需拍板` → manualActivation + 放行;
+ * `⏱时限/回价到期` → 时间监听(**时限必配**)。
+ */
+import type { ActivityManifest, DmnModel } from '@contracts';
+import { activityIdSchema } from '@contracts';
+import { CMMN_XML, NARRATIVE } from './case-model.ts';
+
+const DOMAIN = 'quote_sourcing';
+const ACTIVITY_ID = activityIdSchema.parse('quote-sourcing');
+
+/** 采用策略 —— 「能算的不问 LLM」:场景 × 历史情形 → 直采 / 重询 */
+export const STRATEGY_DMN: DmnModel = {
+ drd: [{ decision: 'sourcing-strategy', requires: [], inputs: ['scenario', 'priceDrift', 'quoteCount'] }],
+ tables: [
+ {
+ id: 'sourcing-strategy',
+ label: '采用策略判定',
+ hitPolicy: 'FIRST',
+ inputs: [
+ { name: 'scenario', expression: 'scenario' },
+ { name: 'priceDrift', expression: 'priceDrift' },
+ { name: 'quoteCount', expression: 'quoteCount' },
+ ],
+ outputs: [{ name: 'strategy' }, { name: 'needNewQuote' }],
+ rules: [
+ { id: 'st-spot', when: ['"现货","样品"', '-', '-'], then: ['一律重询', true] },
+ { id: 'st-early-direct', when: ['"BOM早期"', '<= 0.10', '-'], then: ['直采', false] },
+ { id: 'st-early-avg', when: ['"BOM早期"', '[0.10..0.20]', '-'], then: ['取均价', false] },
+ { id: 'st-late-direct', when: ['"BOM后期"', '-', '>= 3'], then: ['历史最低直采', false] },
+ { id: 'st-default', when: ['-', '-', '-'], then: ['重询', true] },
+ ],
+ },
+ ],
+};
+
+export const manifest: ActivityManifest = {
+ identity: {
+ activityId: ACTIVITY_ID,
+ name: 'A3 · 渠道寻源',
+ packageVersion: '0.1.0',
+ category: '统一报价',
+ paradigm: 'loop',
+ sdkVersion: '0.1.0-m5',
+ checksum: 'dev-checksum-quote-sourcing',
+ },
+
+ contract: {
+ activityId: ACTIVITY_ID,
+ version: '0.1.0',
+ input: {
+ data: {
+ type: 'object',
+ required: ['pn', 'scenario'],
+ properties: {
+ pn: { type: 'string' },
+ scenario: { type: 'string' },
+ quantity: { type: 'integer' },
+ targetPrice: { type: 'number' },
+ },
+ },
+ messageAllowed: true,
+ messageHint: '急料、客户特殊要求写这里',
+ },
+ output: {
+ mandatory: [
+ {
+ name: 'compare',
+ payload: { type: 'object', required: ['rows'], properties: { rows: { type: 'array' } } },
+ description: '寻源比价表(多渠道横比定底)',
+ },
+ ],
+ selective: [],
+ },
+ requiredDeliverables: [{ key: 'compare-table', label: '寻源比价表' }],
+ acceptanceCriteria: [
+ { key: 'each-has-quote', label: '每料有有效报价或明确无货', level: 'L2', predicate: 'unquoted = 0' },
+ { key: 'channels-enough', label: 'BOM后期每料 2~3 家渠道', level: 'L2', predicate: 'channelsPicked >= 2' },
+ { key: 'cross-check', label: '价格验证按场景规则做过', level: 'L3' },
+ { key: 'prm-release', label: '采购放行', level: 'L5' },
+ ],
+ prohibitions: [
+ { key: 'no-stockless-trader', statement: '现货场景不得选无库存转单商' },
+ { key: 'no-unverified', statement: '不实回价或远低行情的,必须换渠道补询,不得直接采用' },
+ ],
+ authorization: {
+ discretion: [{ key: 'channel-band', statement: '按场景放宽或收紧渠道尺度;贸易商尽量不用' }],
+ preauthorizedActions: [{ tool: 'mail.send', operation: 'inquiry', limit: '询价模板' }],
+ humanCallBudget: 8,
+ },
+ resources: {
+ tools: [{ name: 'mail.send' }, { name: 'crm.history-price-read' }],
+ skills: [],
+ models: ['quote-extractor'],
+ roles: ['PRM'],
+ budget: { steps: 120, tokens: 300_000, activeMinutes: 480, humanCalls: 8 },
+ },
+ },
+
+ declarations: {
+ models: ['quote-extractor'],
+ tools: [{ name: 'mail.send' }, { name: 'crm.history-price-read' }],
+ ledger: [
+ {
+ domain: DOMAIN,
+ object: 'supplier_quote',
+ label: '供应商回价单',
+ fields: [
+ { name: 'pn', type: 'text', primaryKey: true, masked: false },
+ { name: 'supplier', type: 'text', primaryKey: true, masked: false, label: '供应商' },
+ { name: 'price', type: 'number', primaryKey: false, masked: false, label: '回价' },
+ { name: 'moq', type: 'integer', primaryKey: false, masked: false, label: 'MOQ' },
+ { name: 'lead_time', type: 'text', primaryKey: false, masked: false, label: '交期' },
+ { name: 'valid_until', type: 'date', primaryKey: false, masked: false, label: '有效期' },
+ { name: 'grade', type: 'text', primaryKey: false, masked: false, label: '渠道等级' },
+ ],
+ },
+ {
+ domain: DOMAIN,
+ object: 'compare_table',
+ label: '寻源比价表',
+ fields: [
+ { name: 'pn', type: 'text', primaryKey: true, masked: false },
+ { name: 'supplier', type: 'text', primaryKey: false, masked: false },
+ { name: 'price', type: 'number', primaryKey: false, masked: false },
+ { name: 'conclusion', type: 'text', primaryKey: false, masked: false, label: '结论' },
+ ],
+ },
+ ],
+ listeners: [
+ {
+ // 回价到期:临过期提醒复核确认,过期触发重询 —— 时限必配
+ origin: 'static',
+ eventType: 'data',
+ keyFilter: { kind: 'supplier-quote' },
+ semantic: 'observe',
+ deadline: 'P4D',
+ escalation: ['nudge', 'escalate'],
+ },
+ {
+ origin: 'static',
+ eventType: 'time',
+ keyFilter: { kind: 'quote-expiry' },
+ semantic: 'observe',
+ deadline: 'P7D',
+ escalation: ['nudge', 'reroute'],
+ },
+ ],
+ // 按场景时限:BOM早期/现货 1~4 日、样品 1~3 日、BOM后期 3~9 日 —— 取最宽做停滞阈值
+ harness: {
+ memoryWindow: 30,
+ stallAfter: 'P2D',
+ nudge: [{ after: 'P1D', action: 'nudge' }],
+ retry: { times: 2, backoff: 'PT5M' },
+ },
+ },
+
+ assets: {
+ businessModel: {
+ paradigm: 'loop',
+ cmmnXml: CMMN_XML,
+ // 双表示同版本:XML 是机器面,说明书是叙事面 —— 不允许分叉
+ narrative: NARRATIVE,
+ dmn: STRATEGY_DMN,
+ },
+ skills: [],
+ viewTemplates: [
+ { name: 'sourcing-board', html: '' },
+ ],
+ cardSchemas: {},
+ distillHooks: [
+ { on: 'milestone', milestone: 'M_quotes', prompt: '归纳各渠道的回价节奏与配合度。' },
+ { on: 'terminal', prompt: '归纳本单寻源:哪些渠道靠谱、哪些场景的价格验证规则该收紧。' },
+ ],
+ },
+
+ samples: [
+ { name: 'BOM后期询价', input: { pn: 'LM358DR', scenario: 'BOM后期', quantity: 5000 }, expect: { ports: ['compare'] } },
+ ],
+
+ entry: { file: 'index.js', checksum: 'dev-entry-quote-sourcing' },
+};
diff --git a/apps/api/src/app/main.ts b/apps/api/src/app/main.ts
index 8ae6ece..84332ac 100644
--- a/apps/api/src/app/main.ts
+++ b/apps/api/src/app/main.ts
@@ -8,6 +8,7 @@ import { createContainer } from './container.ts';
import { createServer } from './server.ts';
import { createConsumers } from './workers/consumers.ts';
import { startDispatcher } from './workers/dispatcher.ts';
+import { startTaskAdvancer } from './workers/task-advancer.ts';
export async function boot(): Promise {
const config = loadConfig();
@@ -17,6 +18,9 @@ export async function boot(): Promise {
// 派发器:投递记录即队列,按目标 ID 取 advisory lock 串行消费(ADR-008)
const dispatcher = startDispatcher({ container, consumers: createConsumers() }, config.dispatchIntervalMs);
+ // 过程在后端:运行中的任务由推进器一拍一拍推,不依赖浏览器在线
+ const advancer = startTaskAdvancer({ container }, config.dispatchIntervalMs);
+
const app = createServer(container);
serve({ fetch: app.fetch, port: config.port }, (info) => {
process.stdout.write(`JCAI api · http://localhost:${info.port} · env=${config.nodeEnv}\n`);
@@ -24,6 +28,7 @@ export async function boot(): Promise {
const shutdown = async (): Promise => {
dispatcher.stop();
+ advancer.stop();
await container.close();
process.exit(0);
};
diff --git a/apps/api/src/app/seed-quote.ts b/apps/api/src/app/seed-quote.ts
index 5a528d2..c48fa53 100644
--- a/apps/api/src/app/seed-quote.ts
+++ b/apps/api/src/app/seed-quote.ts
@@ -50,6 +50,37 @@ const HISTORY_TOOL = {
connectionKeys: ['endpoint'],
};
+/** 出站邮件 —— **写类**:过程中登记为动作意向,放行后由系统执行落地 */
+const MAIL_TOOL = {
+ ...HISTORY_TOOL,
+ name: 'mail.send',
+ description: '发出邮件(报价单 / 询价函 / 催办):写类动作,放行时才真正触达世界',
+ input: {
+ type: 'object',
+ required: ['to', 'subject'],
+ properties: { to: { type: 'string' }, subject: { type: 'string' }, body: { type: 'string' } },
+ },
+ output: { type: 'object', properties: { queued: { type: 'boolean' } } },
+ effect: 'write' as const,
+ idempotent: true,
+ connectionKeys: ['endpoint'],
+};
+
+/** 纯工具:无外效应、无连接配置、活动私有作用域 */
+function pureTool(name: string, description: string, ownerActivityId: string, required: string[]) {
+ return {
+ ...HISTORY_TOOL,
+ name,
+ description,
+ input: { type: 'object', required, properties: Object.fromEntries(required.map((k) => [k, {}])) },
+ output: { type: 'object', properties: {} },
+ effect: 'read' as const,
+ connectionKeys: [],
+ pure: true,
+ ownerActivityId,
+ };
+}
+
/** 打标纯工具:三分类规则 P-03 的确定性求值 —— 无外效应,活动私有作用域 */
const CLASSIFY_TOOL = {
...HISTORY_TOOL,
@@ -84,28 +115,77 @@ export async function seedQuote(container: Container): Promise {
log('① LLM 实例已绑定:quote-extractor');
/* ② 工具注册两审 + 白名单 */
- for (const contract of [HISTORY_TOOL, CLASSIFY_TOOL]) {
+ const tools = [
+ HISTORY_TOOL,
+ MAIL_TOOL,
+ CLASSIFY_TOOL,
+ pureTool('quote-pricing.margin', '利润模型 P-01 的确定性求值:客户等级×物料类型×数量档 → 目标毛利区间', 'quote-pricing', ['customerGrade']),
+ pureTool('quote-pricing.floor-gate', '底价门禁 P-02 的确定性求值:偏离底价 ±20% 即止', 'quote-pricing', ['deviation']),
+ pureTool('quote-archive.profile', '客户画像更新:把成交行为写成标签,供 P-01 的客户等级因子取用', 'quote-archive', ['customerCode']),
+ pureTool('quote-archive.landing-rate', '落地率统计:放行通过的报价 ÷ 发出的报价', 'quote-archive', []),
+ ];
+ for (const contract of tools) {
const verdict = await container.toolbox.register({
contract,
- samples: [{ input: { pn: 'LM358DR', historyDays: 30 }, expectShape: { type: 'object' } }],
+ samples: [
+ {
+ input: { pn: 'LM358DR', historyDays: 30, customerGrade: '普通客户', deviation: 0, to: 'x@y.com', subject: 't', customerCode: 'C001' },
+ expectShape: { type: 'object' },
+ },
+ ],
...(contract.connectionKeys.length > 0 ? { connectionValues: { endpoint: 'replay://crm' } } : {}),
});
if (!verdict.accepted) {
log(' 工具 ' + contract.name + ' 未过两审:' + verdict.staticFindings.map((f) => f.message).join('; '));
}
}
+ // 白名单按活动逐个给 —— 授权在白名单与契约,不在活动代码
await container.toolbox.setAllowlist('quote-intake', [HISTORY_TOOL.name, CLASSIFY_TOOL.name]);
- log('② 功能工具已注册并入白名单');
+ await container.toolbox.setAllowlist('quote-pricing', [HISTORY_TOOL.name]);
+ await container.toolbox.setAllowlist('quote-negotiate', [HISTORY_TOOL.name, MAIL_TOOL.name]);
+ await container.toolbox.setAllowlist('quote-archive', []);
+ await container.toolbox.setAllowlist('quote-sourcing', [HISTORY_TOOL.name, MAIL_TOOL.name]);
+ await container.toolbox.setAllowlist('quote-alternative', [HISTORY_TOOL.name]);
+ log('② 功能工具已注册并入白名单(逐活动授权)');
/* ③ 经安装通道装入活动包 —— 静态审 + 样例集(首装无历史,免回放审) */
const root = activitiesRoot();
- const manifestRaw = JSON.parse(await readFile(join(root, 'quote-intake/dist/manifest.json'), 'utf8'));
- const manifest = activityManifestSchema.parse(manifestRaw);
- const artifact = await readFile(join(root, 'quote-intake/dist/index.js'), 'utf8');
- const verdict = await container.registry.install(manifest, artifact);
- log('③ 活动包已安装:' + manifest.identity.name + '(静态审 ' + String(verdict.staticFindings.length) + ' 条提示)');
+ const packages = [
+ 'quote-intake',
+ 'quote-pricing',
+ 'quote-negotiate',
+ 'quote-archive',
+ 'quote-sourcing',
+ 'quote-alternative',
+ ];
+ for (const dir of packages) {
+ const manifestRaw = JSON.parse(await readFile(join(root, dir, 'dist/manifest.json'), 'utf8'));
+ const manifest = activityManifestSchema.parse(manifestRaw);
+ const artifact = await readFile(join(root, dir, 'dist/index.js'), 'utf8');
+ const verdict = await container.registry.install(manifest, artifact);
+ log(' 装入 ' + manifest.identity.name + '(' + manifest.identity.paradigm + ',静态审 ' + String(verdict.staticFindings.length) + ' 条提示)');
+ }
+ log('③ 六个活动包已经安装通道装入');
+
+ /* ④ 编排「统一报价」流程包 v1 并发布 —— 七节点(SOP×5 + Case×2)+ 网关 + 审批点 */
+ const activityNode = (
+ id: string,
+ label: string,
+ activityId: string,
+ position: string,
+ failure: 'terminate' | 'tolerate',
+ col: number,
+ row = 0,
+ ) => ({
+ id,
+ kind: 'activity' as const,
+ label,
+ activityId,
+ owner: { position, strategy: 'sole' as const },
+ failure: { kind: failure },
+ layout: { row, col },
+ });
- /* ④ 编排「统一报价」流程包 v1 并发布 */
const pkg = processPackageSchema.parse({
id: 'unified-quote',
name: '统一报价',
@@ -117,21 +197,33 @@ export async function seedQuote(container: Container): Promise {
required: ['customerCode', 'rfqRef'],
properties: { customerCode: { type: 'string' }, rfqRef: { type: 'string' }, subject: { type: 'string' } },
},
- output: { type: 'object', properties: { records: { type: 'array' } } },
+ output: { type: 'object', properties: { landingRate: { type: 'number' } } },
},
nodes: [
{ id: 'start', kind: 'start', label: '客户RFQ询价', layout: { row: 0, col: 0 } },
+ activityNode('A1', 'A1 RFQ需求分析', 'quote-intake', 'BD', 'terminate', 1),
+ // 已裁定 ②:G2 料号分流 = **并行网关**,三道并行、每边载荷按 Type 过滤
+ { id: 'G2', kind: 'gateway', label: 'G2 料号分流', gateway: 'parallel', mode: 'fork', layout: { row: 0, col: 2 } },
+ // 某类条目为空的分支按「容忍」处置 —— A4 汇合处的必填映射不得依赖可空分支
+ activityNode('A3', 'A3 渠道寻源', 'quote-sourcing', 'PRM', 'tolerate', 3, -1),
+ activityNode('A2', 'A2 替代选型', 'quote-alternative', 'FAE', 'tolerate', 3, 1),
+ { id: 'G2J', kind: 'gateway', label: 'G2 汇合', gateway: 'parallel', mode: 'join', layout: { row: 0, col: 4 } },
+ activityNode('A4', 'A4 成本定价', 'quote-pricing', 'BD', 'terminate', 5),
+ // 已裁定 ①:A5 定价审批 = **审批点**;G3 审批结果并入驳回走向(驳回 → 回 A4 重开新实例)
{
- id: 'A1',
- kind: 'activity',
- label: 'A1 RFQ需求分析',
- activityId: 'quote-intake',
- owner: { position: 'BD', strategy: 'sole' },
- failure: { kind: 'terminate' },
- message: '真实 RFQ 五花八门,先归一成台账化的统一受理记录,再逐条打标定车道。',
- layout: { row: 0, col: 1 },
+ id: 'AP',
+ kind: 'approval',
+ label: 'AP 定价审批',
+ approver: { position: 'PM', strategy: 'sole' },
+ reject: { kind: 'reopen', nodeId: 'A4', mapping: [] },
+ nudge: { deadline: 'PT30M', steps: [{ after: 'PT20M', action: 'nudge' }] },
+ layout: { row: 0, col: 6 },
},
- { id: 'end', kind: 'end', label: '归档闭环', layout: { row: 0, col: 2 } },
+ activityNode('A6', 'A6 报价议价', 'quote-negotiate', 'BD', 'terminate', 7),
+ // G4 议价结果 = 异或网关:成交 / 有异议(回边 A4)/ 拒绝超时
+ { id: 'G4', kind: 'gateway', label: 'G4 议价结果', gateway: 'exclusive', mode: 'fork', layout: { row: 0, col: 8 } },
+ activityNode('A7', 'A7 情报归档', 'quote-archive', 'BD', 'terminate', 9),
+ { id: 'end', kind: 'end', label: '归档闭环', layout: { row: 0, col: 10 } },
],
edges: [
{
@@ -144,7 +236,86 @@ export async function seedQuote(container: Container): Promise {
],
reopen: false,
},
- { id: 'e-a1-end', from: 'A1', to: 'end', mapping: [], reopen: false },
+ { id: 'e-a1-g2', from: 'A1', to: 'G2', mapping: [], label: '统一受理记录', reopen: false },
+
+ // 三道并行:TYPE-A 直通定价 / TYPE-B 寻源 / TYPE-C 选型
+ // TYPE-A 直通:不经活动,直接进汇合 —— A4 因此只有一条并发入边,来源无歧义
+ { id: 'e-g2-j', from: 'G2', to: 'G2J', label: 'TYPE-A 直通定价', mapping: [], reopen: false },
+ {
+ id: 'e-g2-a3',
+ from: 'G2',
+ to: 'A3',
+ label: 'TYPE-B 转寻源',
+ mapping: [
+ { target: 'pn', source: { from: 'output-port', port: 'intake', path: 'records' } },
+ { target: 'scenario', source: { from: 'constant', value: 'BOM后期' } },
+ ],
+ reopen: false,
+ },
+ {
+ id: 'e-g2-a2',
+ from: 'G2',
+ to: 'A2',
+ label: 'TYPE-C 转选型',
+ mapping: [{ target: 'originalPn', source: { from: 'output-port', port: 'intake', path: 'records' } }],
+ reopen: false,
+ },
+
+ // 汇合:容忍分支的输出**不进 A4 的必填映射**(静态校验会拦)
+ { id: 'e-a3-j', from: 'A3', to: 'G2J', mapping: [], reopen: false },
+ { id: 'e-a2-j', from: 'A2', to: 'G2J', mapping: [], reopen: false },
+ {
+ id: 'e-j-a4',
+ from: 'G2J',
+ to: 'A4',
+ mapping: [
+ { target: 'customerCode', source: { from: 'initiation', path: 'customerCode' } },
+ { target: 'records', source: { from: 'initiation', path: 'records' } },
+ ],
+ reopen: false,
+ },
+
+ { id: 'e-a4-ap', from: 'A4', to: 'AP', mapping: [], label: '报价草案提审', reopen: false },
+ {
+ id: 'e-ap-a6',
+ from: 'AP',
+ to: 'A6',
+ label: '通过',
+ mapping: [
+ { target: 'customerCode', source: { from: 'initiation', path: 'customerCode' } },
+ { target: 'items', source: { from: 'output-port', port: 'draft', path: 'items' } },
+ ],
+ reopen: false,
+ },
+
+ { id: 'e-a6-g4', from: 'A6', to: 'G4', mapping: [], reopen: false },
+ { id: 'e-g4-end', from: 'G4', to: 'end', condition: 'outcome = "won"', label: '成交 → 转订单履约', reopen: false },
+ // 已裁定 ④:议价回环 = **流程层回边**,人裁决后重开新任务实例
+ {
+ id: 'e-g4-a4',
+ from: 'G4',
+ to: 'A4',
+ condition: 'outcome = "revise"',
+ label: '有异议 → 返回调整',
+ mapping: [
+ { target: 'customerCode', source: { from: 'initiation', path: 'customerCode' } },
+ { target: 'records', source: { from: 'initiation', path: 'records' } },
+ ],
+ reopen: true,
+ },
+ {
+ id: 'e-g4-a7',
+ from: 'G4',
+ to: 'A7',
+ condition: 'outcome = "lost"',
+ label: '拒绝/超时 → 情报归档',
+ mapping: [
+ { target: 'customerCode', source: { from: 'initiation', path: 'customerCode' } },
+ { target: 'quoteNo', source: { from: 'initiation', path: 'rfqRef' } },
+ ],
+ reopen: false,
+ },
+ { id: 'e-a7-end', from: 'A7', to: 'end', mapping: [], reopen: false },
],
variables: [],
});
@@ -155,7 +326,7 @@ export async function seedQuote(container: Container): Promise {
log(' 闭合校验未过,不得发布:' + report.violations.map((v) => v.message).join('; '));
} else {
await container.process.publish(pkg.id, pkg.version);
- log('④ 流程包「统一报价」v1 已发布(边映射闭合校验通过)');
+ log('④ 流程包「统一报价」v1 已发布 —— 7 节点 + 3 网关 + 1 审批点,边映射闭合校验通过');
}
/* 事件触发器「客户RFQ询价」 */
diff --git a/apps/api/src/app/tools/first-party.ts b/apps/api/src/app/tools/first-party.ts
index 22952c3..2918c0b 100644
--- a/apps/api/src/app/tools/first-party.ts
+++ b/apps/api/src/app/tools/first-party.ts
@@ -46,7 +46,72 @@ const classify: ToolHandler = async ({ input }) => {
return { ok: false, error: { code: 'no-match', retryable: false, message: '三分类规则无命中行' } };
};
+/** 利润模型 P-01:品牌 × 类型 × 客户等级 × 数量档 → 目标毛利区间 */
+const P01_RULES = [
+ { id: 'p01-1', when: ['"战略客户"', '"A"', '"大批量"'], then: { marginLow: 0.08, marginHigh: 0.1 } },
+ { id: 'p01-2', when: ['"普通客户"', '"A"', '-'], then: { marginLow: 0.12, marginHigh: 0.15 } },
+ { id: 'p01-3', when: ['-', '"B"', '-'], then: { marginLow: 0.15, marginHigh: 0.2 } },
+ { id: 'p01-4', when: ['-', '"C"', '-'], then: { marginLow: 0.2, marginHigh: 0.5 } },
+ { id: 'p01-default', when: ['-', '-', '-'], then: { marginLow: 0.12, marginHigh: 0.15 } },
+] as const;
+
+const margin: ToolHandler = async ({ input }) => {
+ const values = [input['customerGrade'], input['materialType'], input['volumeTier']];
+ for (const rule of P01_RULES) {
+ if (rule.when.every((cell, i) => evaluateUnaryTest(cell, values[i], {}))) {
+ const base = Number(input['basePrice'] ?? 0);
+ return {
+ ok: true,
+ output: { ...rule.then, rule: rule.id, quotedPrice: Number((base * (1 + rule.then.marginLow)).toFixed(4)) },
+ };
+ }
+ }
+ return { ok: false, error: { code: 'no-match', retryable: false, message: '利润模型无命中行' } };
+};
+
+/** 底价门禁 P-02:偏离底价 ±20% 即止 —— 结论是约束性输入,不可静默覆写 */
+const floorGate: ToolHandler = async ({ input }) => {
+ const deviation = Number(input['deviation'] ?? 0);
+ if (deviation >= 0) return { ok: true, output: { disposition: '直接放行', passable: true, rule: 'p02-1' } };
+ if (deviation >= -0.2) return { ok: true, output: { disposition: 'PM 附理由放行', passable: true, rule: 'p02-2' } };
+ return { ok: true, output: { disposition: '拦截 · BOSS 拍板', passable: false, rule: 'p02-3' } };
+};
+
+/** 客户画像更新:把行为写成标签,供 P-01 的客户等级因子取用 */
+const profile: ToolHandler = async ({ input }) => {
+ const reason = String(input['reason'] ?? '');
+ const tags: string[] = [];
+ if (/价|贵|低/.test(reason)) tags.push('价格敏感型');
+ if (/快|急/.test(reason)) tags.push('快速决策型');
+ if (tags.length === 0) tags.push('待观察');
+ return { ok: true, output: { tags: tags.join('/') } };
+};
+
+/** 落地率统计:放行通过的报价 ÷ 发出的报价 */
+const landingRate: ToolHandler = async ({ input }) => {
+ const won = Number(input['won'] ?? 0);
+ const total = Number(input['total'] ?? 0);
+ return {
+ ok: true,
+ output: { landingRate: total === 0 ? 0 : Number((won / total).toFixed(4)), period: String(input['period'] ?? '') },
+ };
+};
+
+/** 出站发送 —— 写类:过程中登记为动作意向,放行后由系统执行落地(OS 7.3) */
+const mailSend: ToolHandler = async ({ input, connection }) => {
+ // 运行时只拿得到申报过的连接目标;真发信由 channel 的出站面承担
+ return {
+ ok: true,
+ output: { queued: true, to: String(input['to'] ?? ''), via: connection['endpoint'] ?? 'simulated' },
+ };
+};
+
export const FIRST_PARTY_TOOLS: ReadonlyArray = [
['crm.history-price-read', historyPriceRead],
['quote-intake.classify', classify],
+ ['quote-pricing.margin', margin],
+ ['quote-pricing.floor-gate', floorGate],
+ ['quote-archive.profile', profile],
+ ['quote-archive.landing-rate', landingRate],
+ ['mail.send', mailSend],
];
diff --git a/apps/api/src/app/workers/task-advancer.ts b/apps/api/src/app/workers/task-advancer.ts
new file mode 100644
index 0000000..b9d5a3d
--- /dev/null
+++ b/apps/api/src/app/workers/task-advancer.ts
@@ -0,0 +1,63 @@
+/**
+ * 任务推进器 —— 「过程在后端」的落点(编码规范 §9;语义出处 OS 09)。
+ *
+ * 「环不依赖浏览器在线 —— 负责人关掉页面,活动照常推进」:
+ * 运行中的任务由本 worker 一拍一拍推,直到进入等待(等人 / 等事件)或收敛终态。
+ * 预算与停滞熔断在 `task.tick()` 里**环外先判**,这里不重复把关。
+ */
+import { and, eq, sql } from 'drizzle-orm';
+import { taskTable } from '@modules/task';
+import type { Container } from '../container.ts';
+
+export type AdvancerOptions = {
+ readonly container: Container;
+ /** 一轮最多推几个任务 */
+ readonly batchSize?: number;
+ /** 单个任务一轮最多推几拍 —— 防止一个任务占满 worker */
+ readonly maxTicks?: number;
+};
+
+export async function advanceOnce(options: AdvancerOptions): Promise {
+ const { container } = options;
+ const rows = await container.db
+ .select({ id: taskTable.id })
+ .from(taskTable)
+ .where(and(eq(taskTable.runtime, 'running'), sql`${taskTable.terminal} is null`))
+ .limit(options.batchSize ?? 5);
+
+ let advanced = 0;
+ for (const row of rows) {
+ for (let tick = 0; tick < (options.maxTicks ?? 3); tick += 1) {
+ try {
+ const outcome = await container.task.tick(row.id as never);
+ advanced += 1;
+ // 进入等待或终结就停手 —— 挂起在等的任务由事件唤醒,不空转
+ if (outcome.task.runtime !== 'running' || outcome.task.terminal !== undefined) break;
+ if (!outcome.progressed) break;
+ } catch (error) {
+ process.stderr.write(
+ `[task-advancer] ${row.id}:${error instanceof Error ? error.message : String(error)}\n`,
+ );
+ break;
+ }
+ }
+ }
+ return advanced;
+}
+
+export function startTaskAdvancer(options: AdvancerOptions, intervalMs: number): { stop(): void } {
+ let stopped = false;
+ const timer = setInterval(() => {
+ if (stopped) return;
+ void advanceOnce(options).catch((error: unknown) => {
+ process.stderr.write(`[task-advancer] ${error instanceof Error ? error.message : String(error)}\n`);
+ });
+ }, intervalMs);
+ timer.unref();
+ return {
+ stop() {
+ stopped = true;
+ clearInterval(timer);
+ },
+ };
+}
diff --git a/apps/api/src/modules/process/internal/domain/closure.ts b/apps/api/src/modules/process/internal/domain/closure.ts
index 6553de2..8b4aacd 100644
--- a/apps/api/src/modules/process/internal/domain/closure.ts
+++ b/apps/api/src/modules/process/internal/domain/closure.ts
@@ -136,11 +136,13 @@ function checkActivityNode(
}
}
- // AND 汇合后的同名字段必须显式指定来源分支,不做隐式合并
- const targets = inbound.flatMap((e) => e.mapping.map((m) => m.target));
+ // AND 汇合后的同名字段必须显式指定来源分支,不做隐式合并。
+ // 回边(reopen)是**重新入场**不是并发汇合 —— 不参与此判定(OS 03 失败走向 / 议价回环)。
+ const concurrent = inbound.filter((e) => !e.reopen);
+ const targets = concurrent.flatMap((e) => e.mapping.map((m) => m.target));
const seen = new Set();
for (const target of targets) {
- if (seen.has(target) && inbound.length > 1) {
+ if (seen.has(target) && concurrent.length > 1) {
out.push({
kind: 'join-ambiguous-source',
nodeId: node.id,
diff --git a/tools/build-activities.ts b/tools/build-activities.ts
index 8e1658a..e09a2ad 100644
--- a/tools/build-activities.ts
+++ b/tools/build-activities.ts
@@ -12,10 +12,22 @@ import { mkdir, readFile, writeFile } from 'node:fs/promises';
import { dirname, join } from 'node:path';
import { fileURLToPath } from 'node:url';
import { manifest as quoteIntake } from '../activities/quote-intake/src/manifest.ts';
+import { manifest as quotePricing } from '../activities/quote-pricing/src/manifest.ts';
+import { manifest as quoteNegotiate } from '../activities/quote-negotiate/src/manifest.ts';
+import { manifest as quoteArchive } from '../activities/quote-archive/src/manifest.ts';
+import { manifest as quoteSourcing } from '../activities/quote-sourcing/src/manifest.ts';
+import { manifest as quoteAlternative } from '../activities/quote-alternative/src/manifest.ts';
const root = dirname(dirname(fileURLToPath(import.meta.url)));
-const PACKAGES = [{ dir: 'quote-intake', manifest: quoteIntake }] as const;
+const PACKAGES = [
+ { dir: 'quote-intake', manifest: quoteIntake },
+ { dir: 'quote-pricing', manifest: quotePricing },
+ { dir: 'quote-negotiate', manifest: quoteNegotiate },
+ { dir: 'quote-archive', manifest: quoteArchive },
+ { dir: 'quote-sourcing', manifest: quoteSourcing },
+ { dir: 'quote-alternative', manifest: quoteAlternative },
+] as const;
for (const pkg of PACKAGES) {
const base = join(root, 'activities', pkg.dir);