M5 收官:六个活动包 + 统一报价全图 + 任务推进器

活动包(按 MVP示例工作流归一化): - quote-intake A1 受理归一(flow):LLM 抽取 → 条件跳步补全 → 查历史价 → DMN 打标 → 验收 - quote-pricing A4 成本定价(flow):DMN 利润模型 P-01 + 底价门禁 P-02;超限条目调人决策 - quote-negotiate A6 报价议价(flow):写类动作登记意向、放行即落地;建 D+3 跟进监听; 议价结果建模为选择组三口(成交/有异议/拒绝)—— 业务分支走输出口,不用异常终态编码 - quote-archive A7 情报归档(flow):写共享域(历史价格情报/客户资料库/落地率统计) - quote-sourcing A3 渠道寻源(loop):CMMN 四阶段 + 里程碑 + 裁量项 + 两个时间监听; DMN 采用策略判定;案例说明书与 XML 同版本 - quote-alternative A2 替代选型(loop):CMMN 三阶段 + userEventListener(客户改需求); DMN 替代等级判定;禁区「差异没核清的不放行」有机检形态流程包全图:7 节点 + 3 网关 + 1 审批点 - 已裁定①:A5 = 审批点,G3 并入驳回走向(驳回 → 回 A4 重开新实例) - 已裁定②:G2 = 并行网关,A3/A2 失败走向 = 容忍 - 已裁定④:议价回环 = 流程层回边(reopen) 闭合校验在此拦下一个真实建模错误(A4 有两条并发入边映射同名字段), 按规范改拓扑:TYPE-A 直通也走汇合;同时把「回边不是并发汇合」写进判定 —— reopen 边不参与隐式合并检查。 app:task-advancer worker —— 过程在后端,运行中的任务一拍一拍推,不依赖浏览器在线; 进入等待或终结即停手,不空转。第一方工具补齐 P-01/P-02/画像/落地率/出站发送。已验证(真机): - 六个活动包经安装通道装入,静态审各 0 条提示 - 流程包闭合校验通过并发布 - 台账自生长:11 张表由活动声明物化(含 shared 三张共享域表) - 邮件入站 → 触发器 → 工作流 → A1 落到冯兵工位 → 推进器推 2 拍: 装载 5 步声明 → 执行 LLM 步 → 按声明重试 2 次 → 转人兜底 → awaiting-event (LLM 端点是占位 key,失败路径因此走通了 —— 正是声明给定的兜底) 358 个测试通过,门禁五道全绿 Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KeDBx2PHLavbURXB8LJJ7m
2026-07-27 02:37:04 +08:00
parent 78dc03bb58
commit 2f01eda3fb
24 changed files with 1862 additions and 25 deletions
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+{ "name": "@activities/quote-alternative", "version": "0.1.0", "private": true, "type": "module", "exports": { ".": "./src/index.ts" } }
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+/**
+ * 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 = `<?xml version="1.0" encoding="UTF-8"?>
+<definitions xmlns="http://www.omg.org/spec/CMMN/20151109/MODEL">
+  <case id="alternative">
+    <caseFileModel>
+      <caseFileItem id="request" name="替代评估请求"/>
+      <caseFileItem id="shortlist" name="初筛清单"/>
+      <caseFileItem id="benchmark" name="替代对标表"/>
+      <caseFileItem id="datasheet" name="芯片规格书"/>
+    </caseFileModel>
+    <casePlanModel id="plan" name="替代选型" autoComplete="true">
+      <sentry id="s_request">
+        <onPart id="op_req" caseFileItemRef="request"><standardEvent>create</standardEvent></onPart>
+      </sentry>
+      <sentry id="s_need_alt">
+        <onPart id="op_alt" caseFileItemRef="request"><standardEvent>update</standardEvent></onPart>
+        <ifPart id="if_alt"><condition>needAlternative = true</condition></ifPart>
+      </sentry>
+      <sentry id="s_shortlist">
+        <onPart id="op_sl" caseFileItemRef="shortlist"><standardEvent>create</standardEvent></onPart>
+      </sentry>
+      <sentry id="s_confirmed">
+        <onPart id="op_cf" caseFileItemRef="shortlist"><standardEvent>update</standardEvent></onPart>
+        <ifPart id="if_cf"><condition>candidatesConfirmed &gt;= 2</condition></ifPart>
+      </sentry>
+
+      <stage id="S1" name="初选核险" autoComplete="true">
+        <entryCriterion id="ec_s1" sentryRef="s_request"/>
+        <humanTask id="T_spec_risk" name="人工查规格核险">
+          <itemControl><manualActivationRule id="m_sr"/></itemControl>
+        </humanTask>
+        <humanTask id="T_brand" name="人工判主推品牌">
+          <itemControl><manualActivationRule id="m_br"/></itemControl>
+        </humanTask>
+        <planningTable id="pt_s1">
+          <humanTask id="T_known_issues" name="人工查沉淀避坑"/>
+        </planningTable>
+      </stage>
+      <milestone id="M_initial" name="初选定性"/>
+
+      <stage id="S2" name="圈选替代" autoComplete="true">
+        <entryCriterion id="ec_s2" sentryRef="s_need_alt"/>
+        <humanTask id="T_shortlist" name="人工撒网拉初筛">
+          <itemControl><manualActivationRule id="m_sl"/><repetitionRule id="r_sl"/></itemControl>
+        </humanTask>
+        <humanTask id="T_grade" name="人工逐条核验分级">
+          <entryCriterion id="ec_grade" sentryRef="s_shortlist"/>
+          <itemControl><manualActivationRule id="m_gr"/><repetitionRule id="r_gr"/></itemControl>
+        </humanTask>
+        <humanTask id="T_confirm" name="人工确认主推型号">
+          <itemControl><manualActivationRule id="m_cf"/></itemControl>
+        </humanTask>
+      </stage>
+      <milestone id="M_candidates" name="候选圈定"/>
+
+      <stage id="S3" name="对比评估交付" autoComplete="true">
+        <entryCriterion id="ec_s3" sentryRef="s_confirmed"/>
+        <humanTask id="T_collect" name="人工收集规格书">
+          <itemControl><manualActivationRule id="m_co"/></itemControl>
+        </humanTask>
+        <humanTask id="T_compare" name="人工参数对比表">
+          <itemControl><manualActivationRule id="m_cp"/></itemControl>
+        </humanTask>
+        <humanTask id="T_risk" name="人工替代风险评估">
+          <itemControl><manualActivationRule id="m_rk"/></itemControl>
+        </humanTask>
+        <humanTask id="T_sign" name="人工签字交出">
+          <itemControl><manualActivationRule id="m_sg"/></itemControl>
+        </humanTask>
+      </stage>
+      <milestone id="M_signed" name="签字放行"/>
+
+      <humanTask id="T_knowledge" name="人工知识入库">
+        <itemControl><manualActivationRule id="m_kb"/></itemControl>
+      </humanTask>
+
+      <timerEventListener id="TL_half" name="时限过半">
+        <timerExpression>P2D</timerExpression>
+      </timerEventListener>
+      <userEventListener id="UL_change" name="客户改需求"/>
+    </casePlanModel>
+  </case>
+</definitions>`;
+
+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。`;
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+/**
+ * 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<ActivityOutcome> {
+    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' };
+  },
+});
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+/**
+ * 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: '<div class="jc-card"><h3>替代选型</h3><p data-slot="stage"></p></div>' },
+    ],
+    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' },
+};
				`@@ -0,0 +1 @@`
				`{ "name": "@activities/quote-alternative", "version": "0.1.0", "private": true, "type": "module", "exports": { ".": "./src/index.ts" } }`