BPOS-MVP/activities/quote-negotiate/src/manifest.ts

/**
 * 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 { NEGOTIATE_SKILLS } from './skills.ts';
import { activityIdSchema } from '@contracts';
import { QUOTE_COMPOSED, QUOTE_RELEASE } from './views/report.ts';

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: '0.1.4',
    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: NEGOTIATE_SKILLS.map((s) => s.id),
      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',
            key: { quote_no: 'quoteNo', pn: 'pn' },
            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' } },
          },
          view: 'quote-composed',
          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',
          view: 'quote-release',
          failure: { retry: { times: 0, backoff: 'PT30S' }, fallback: { kind: 'blocked' } },
        },
      ],
      parallelGroups: [],
    },
    skills: NEGOTIATE_SKILLS,
    viewTemplates: [
      { name: 'quote-composed', html: QUOTE_COMPOSED },
      { name: 'quote-release', html: QUOTE_RELEASE },
    ],
    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' },
};