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
This commit is contained in:
JCAI Main Agent
co-authored by
Claude Opus 5
Claude Opus 5
parent
78dc03bb58
commit
2f01eda3fb
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{ "name": "@activities/quote-negotiate", "version": "0.1.0", "private": true, "type": "module", "exports": { ".": "./src/index.ts" } }
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/**
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* 统一报价 A6 · 报价议价 —— 活动包代码入口(ADR-004)。
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*
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* 「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。」
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* 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。
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*/
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import { defineActivity } from '@sdk';
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import type { ActivityBase, ActivityOutcome } from '@sdk';
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const QUOTE = 'quote_negotiate.formal_quote';
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export default defineActivity({
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name: 'quote-negotiate',
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paradigm: 'flow',
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async run(base: ActivityBase): Promise<ActivityOutcome> {
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const lines = await base.ledger.read(QUOTE);
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await base.interaction.pushView([
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{
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t: 'table',
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title: '正式报价单',
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cols: ['PN', '单价CNY', '交期', 'MOQ', '有效期'],
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rows: lines.map((r) => [
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String(r['pn'] ?? ''),
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String(r['unit_price'] ?? '—'),
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String(r['lead_time'] ?? '—'),
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String(r['moq'] ?? '—'),
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String(r['valid_until'] ?? '—'),
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]),
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},
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]);
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const incomplete = lines.filter((r) => r['unit_price'] === undefined || r['valid_until'] === undefined);
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if (lines.length === 0 || incomplete.length > 0) {
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await base.interaction.say('报价单条目尚未齐备,继续排版。', 'conclusion');
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return { kind: 'await', reason: '等待报价单生成步完成' };
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}
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// 建 D+3 跟进:等客户回音 —— 时限必配,无死等
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await base.tools.listen({
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eventType: 'data',
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keyFilter: { kind: 'customer-reply', customerCode: String(base.contract.data['customerCode'] ?? '') },
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deadline: 'P3D',
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});
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await base.interaction.say('已建 D+3 跟进监听 —— 没有跟进的报价等于没报。', 'guidance');
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return { kind: 'submit', deliverable: 'formal-quote', rationale: '报价单齐备且已建跟进,提交放行即发出' };
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},
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});
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/**
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* 活动包清单 —— 统一报价 A6 · 报价议价。
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*
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* 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)。
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* 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 →
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* 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。
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*/
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import type { ActivityManifest } from '@contracts';
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import { activityIdSchema } from '@contracts';
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const DOMAIN = 'quote_negotiate';
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const ACTIVITY_ID = activityIdSchema.parse('quote-negotiate');
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export const manifest: ActivityManifest = {
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identity: {
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activityId: ACTIVITY_ID,
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name: 'A6 · 报价议价',
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packageVersion: '0.1.0',
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category: '统一报价',
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paradigm: 'flow',
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sdkVersion: '0.1.0-m5',
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checksum: 'dev-checksum-quote-negotiate',
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},
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contract: {
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activityId: ACTIVITY_ID,
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version: '0.1.0',
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input: {
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data: {
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type: 'object',
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required: ['customerCode', 'items'],
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properties: { customerCode: { type: 'string' }, items: { type: 'array' } },
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},
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messageAllowed: true,
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},
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output: {
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mandatory: [],
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// 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
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selective: [
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{
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group: 'negotiation',
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ports: [
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{ name: 'won', payload: { type: 'object' }, description: '成交 → 转订单履约(ORM)' },
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{ name: 'revise', payload: { type: 'object' }, description: '有异议 → 返回调整 A4' },
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{ name: 'lost', payload: { type: 'object' }, description: '拒绝/超时 → 转 A7 情报归档' },
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],
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},
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],
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},
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requiredDeliverables: [
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{ key: 'formal-quote', label: '正式报价单(PDF · 中英双语)' },
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{ key: 'followup', label: 'D+3/D+7 跟进提醒' },
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],
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acceptanceCriteria: [
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{ key: 'quote-complete', label: '单价/交期/SPQ/MOQ/贸易条款/有效期齐备', level: 'L1', predicate: 'missingQuoteFields = 0' },
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{ key: 'validity', label: '按报价有效期 P-04 注明有效期', level: 'L2', predicate: 'validityDays > 0' },
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{ 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' },
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{ key: 'bd-release', label: 'BD 放行', level: 'L5' },
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],
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prohibitions: [
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{ 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' },
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{ 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' },
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],
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authorization: {
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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' }],
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// 预授权必须逐项列举:催办模板可即时发,报价单不行
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preauthorizedActions: [{ tool: 'mail.send', operation: 'nudge', limit: '仅催办模板' }],
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humanCallBudget: 3,
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},
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resources: {
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tools: [{ name: 'mail.send' }, { name: 'crm.history-price-read' }],
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skills: [],
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models: ['quote-extractor'],
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roles: ['BD'],
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budget: { steps: 50, tokens: 120_000, activeMinutes: 60, humanCalls: 3 },
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},
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},
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declarations: {
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models: ['quote-extractor'],
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tools: [{ name: 'mail.send' }, { name: 'crm.history-price-read' }],
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ledger: [
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{
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domain: DOMAIN,
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object: 'formal_quote',
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label: '正式报价单',
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fields: [
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{ name: 'quote_no', type: 'text', primaryKey: true, masked: false, label: '报价单号' },
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{ name: 'pn', type: 'text', primaryKey: true, masked: false, label: 'PN' },
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{ name: 'unit_price', type: 'number', primaryKey: false, masked: false, label: '单价CNY' },
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{ name: 'lead_time', type: 'text', primaryKey: false, masked: false, label: '交期' },
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{ name: 'spq', type: 'integer', primaryKey: false, masked: false, label: 'SPQ' },
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{ name: 'moq', type: 'integer', primaryKey: false, masked: false, label: 'MOQ' },
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{ name: 'trade_terms', type: 'text', primaryKey: false, masked: false, label: '贸易条款' },
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{ name: 'valid_until', type: 'date', primaryKey: false, masked: false, label: '有效期' },
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],
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},
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{
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domain: 'shared',
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object: 'history_price',
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label: '历史价格情报(共享域)',
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fields: [
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{ name: 'pn', type: 'text', primaryKey: true, masked: false },
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{ name: 'quoted_at', type: 'date', primaryKey: true, masked: false, label: '报价日期' },
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{ name: 'unit_price', type: 'number', primaryKey: false, masked: false },
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{ name: 'lead_time', type: 'text', primaryKey: false, masked: false },
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],
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},
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],
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listeners: [
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{
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origin: 'static',
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eventType: 'data',
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keyFilter: { kind: 'customer-reply' },
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semantic: 'complete-step',
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// 建 D+3 跟进监听:等客户回音,时限必配 —— 无死等
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deadline: 'P3D',
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escalation: ['nudge', 'escalate'],
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},
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],
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harness: {
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memoryWindow: 20,
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stallAfter: 'PT15M',
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nudge: [{ after: 'PT10M', action: 'nudge' }],
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retry: { times: 2, backoff: 'PT30S' },
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},
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},
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assets: {
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businessModel: {
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paradigm: 'flow',
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steps: [
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{
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kind: 'llm',
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name: 'S1_compose',
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label: 'S1 生成正式报价单',
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input: { items: 'items', customerCode: 'customerCode' },
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output: { domain: DOMAIN, object: 'formal_quote', fields: { unit_price: 'unitPrice', lead_time: 'leadTime' } },
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model: 'quote-extractor',
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template:
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'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),' +
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'按报价有效期 P-04 注明 7 日历天有效。只输出 JSON。条目:{{items}}',
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outputSchema: {
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type: 'object',
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required: ['lines'],
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properties: { lines: { type: 'array' }, validityDays: { type: 'integer' } },
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},
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failure: { retry: { times: 2, backoff: 'PT30S' }, fallback: { kind: 'human', workOrder: 'execution' } },
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},
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{
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kind: 'tool',
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name: 'S2_send',
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label: 'S2 发出报价单(写类 → 登记动作意向,放行时落地)',
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input: { customerCode: 'customerCode' },
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tool: 'mail.send',
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failure: { retry: { times: 2, backoff: 'PT1M' }, fallback: { kind: 'human', workOrder: 'execution' } },
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},
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{
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kind: 'human',
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name: 'S3_release',
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label: 'S3 正式报价单验收放行(放行即落地:台账回写 + 出站发送)',
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input: {},
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workOrder: 'acceptance',
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card: { title: '正式报价单请验收 —— 放行即发出', deliverable: 'formal-quote' },
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deadline: 'P1D',
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failure: { retry: { times: 0, backoff: 'PT30S' }, fallback: { kind: 'blocked' } },
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},
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],
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parallelGroups: [],
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},
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skills: [],
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viewTemplates: [
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{ name: 'quote-preview', html: '<div class="jc-card"><h3>正式报价单</h3><p data-slot="lines"></p></div>' },
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],
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cardSchemas: {},
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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。' }],
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},
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samples: [
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{
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name: '车规 Analog 报价',
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input: { customerCode: 'C001', items: [{ pn: 'LM358DR', quotedPrice: 1.95 }] },
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expect: { ports: ['won'] },
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},
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],
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entry: { file: 'index.js', checksum: 'dev-entry-quote-negotiate' },
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};
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