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

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 = `<?xml version="1.0" encoding="UTF-8"?>
+<definitions xmlns="http://www.omg.org/spec/CMMN/20151109/MODEL">
+  <case id="sourcing">
+    <caseFileModel>
+      <caseFileItem id="inquiry" name="询价请求"/>
+      <caseFileItem id="supplier_quote" name="供应商回价单"/>
+      <caseFileItem id="compare_table" name="寻源比价表"/>
+    </caseFileModel>
+    <casePlanModel id="plan" name="渠道寻源" autoComplete="true">
+      <sentry id="s_inquiry">
+        <onPart id="op_inquiry" caseFileItemRef="inquiry"><standardEvent>create</standardEvent></onPart>
+      </sentry>
+      <sentry id="s_need_quote">
+        <onPart id="op_need" caseFileItemRef="inquiry"><standardEvent>update</standardEvent></onPart>
+        <ifPart id="if_need"><condition>needNewQuote = true</condition></ifPart>
+      </sentry>
+      <sentry id="s_channels">
+        <onPart id="op_ch" caseFileItemRef="inquiry"><standardEvent>update</standardEvent></onPart>
+        <ifPart id="if_ch"><condition>channelsPicked &gt;= 2</condition></ifPart>
+      </sentry>
+      <sentry id="s_quotes_in">
+        <onPart id="op_q" caseFileItemRef="supplier_quote"><standardEvent>create</standardEvent></onPart>
+      </sentry>
+      <sentry id="s_ready">
+        <onPart id="op_r" caseFileItemRef="compare_table"><standardEvent>create</standardEvent></onPart>
+      </sentry>
+
+      <stage id="S1" name="接需核史" autoComplete="true">
+        <entryCriterion id="ec_s1" sentryRef="s_inquiry"/>
+        <humanTask id="T_history" name="人工查历史报价">
+          <itemControl><manualActivationRule id="m_hist"/></itemControl>
+        </humanTask>
+        <decisionTask id="D_strategy" name="判定采用策略" decisionRef="sourcing-strategy">
+          <itemControl><manualActivationRule id="m_str"/></itemControl>
+        </decisionTask>
+      </stage>
+      <milestone id="M_strategy" name="策略已定"/>
+
+      <stage id="S2" name="选渠定策" autoComplete="true">
+        <entryCriterion id="ec_s2" sentryRef="s_need_quote"/>
+        <humanTask id="T_pick" name="人工按场景圈渠道">
+          <itemControl><manualActivationRule id="m_pick"/></itemControl>
+        </humanTask>
+        <planningTable id="pt_s2">
+          <humanTask id="T_verify_channel" name="人工渠道资质核实"/>
+        </planningTable>
+      </stage>
+      <milestone id="M_channels" name="渠道圈定"/>
+
+      <stage id="S3" name="发询比价" autoComplete="true">
+        <entryCriterion id="ec_s3" sentryRef="s_channels"/>
+        <humanTask id="T_send" name="人工批量发询">
+          <itemControl><manualActivationRule id="m_send"/><repetitionRule id="r_send"/></itemControl>
+        </humanTask>
+        <humanTask id="T_log_quote" name="人工登记回价">
+          <entryCriterion id="ec_log" sentryRef="s_quotes_in"/>
+          <itemControl><manualActivationRule id="m_log"/><repetitionRule id="r_log"/></itemControl>
+        </humanTask>
+        <humanTask id="T_verify_price" name="人工价格验证">
+          <itemControl><manualActivationRule id="m_vp"/><repetitionRule id="r_vp"/></itemControl>
+        </humanTask>
+        <planningTable id="pt_s3">
+          <humanTask id="T_chase" name="人工追价补询"/>
+        </planningTable>
+      </stage>
+      <milestone id="M_quotes" name="报价确认"/>
+
+      <stage id="S4" name="反馈交付" autoComplete="true">
+        <entryCriterion id="ec_s4" sentryRef="s_ready"/>
+        <humanTask id="T_fill_table" name="人工填寻源比价表">
+          <itemControl><manualActivationRule id="m_fill"/></itemControl>
+        </humanTask>
+        <planningTable id="pt_s4">
+          <humanTask id="T_order" name="人工下单与跟踪"/>
+        </planningTable>
+      </stage>
+      <milestone id="M_delivered" name="交付完成"/>
+
+      <humanTask id="T_knowledge" name="人工知识入库">
+        <itemControl><manualActivationRule id="m_kb"/></itemControl>
+      </humanTask>
+
+      <timerEventListener id="TL_deadline" name="时限预警">
+        <timerExpression>P4D</timerExpression>
+      </timerEventListener>
+      <timerEventListener id="TL_quote_expiry" name="回价到期">
+        <timerExpression>P7D</timerExpression>
+      </timerEventListener>
+    </casePlanModel>
+  </case>
+</definitions>`;
+
+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。`;

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<ActivityOutcome> {
+    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' };
+  },
+});

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: '<div class="jc-card"><h3>寻源看板</h3><p data-slot="stage"></p></div>' },
+    ],
+    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' },
+};