JX-BPOS/apps/api/src/app/seed-quote.ts

/**
 * 统一报价的验收种子 —— README《MVP 完成判据》第 1 条的机器形态。
 *
 * 治理台要做的四件事,这里一次做完:
 *   ① 绑定 LLM 实例(任一 OpenAI 兼容端点)
 *   ② 注册功能工具并给活动白名单
 *   ③ **经安装通道**装入活动包(读 activities 下各包 dist 的清单与产物 —— 数据,不是 import)
 *   ④ 编排「统一报价」流程包 v1 并发布(边映射闭合校验通过)+ 配置事件触发器与邮件通道实例
 */
import { readFile } from 'node:fs/promises';
import { existsSync } from 'node:fs';
import { dirname, join, resolve } from 'node:path';
import { fileURLToPath } from 'node:url';
import { activityManifestSchema, processPackageSchema, triggerConfigSchema } from '@contracts';
import type { Container } from './container.ts';

/** 从仓库根找 activities/ —— 只读文件,不 import(ADR-004:安装通道无代码通道) */
function activitiesRoot(): string {
  let dir = dirname(fileURLToPath(import.meta.url));
  for (let i = 0; i < 8; i += 1) {
    const candidate = join(dir, 'activities');
    if (existsSync(candidate)) return candidate;
    const parent = resolve(dir, '..');
    if (parent === dir) break;
    dir = parent;
  }
  throw new Error('找不到 activities/ —— 先跑 pnpm activities:build');
}

/** 第一方功能工具:查历史价 —— MVP 用录制回放替身代真 CRM(README:mock 只在外界) */
const HISTORY_TOOL = {
  name: 'crm.history-price-read',
  version: '1.0.0',
  description: '读取历史价格情报:某 PN 最近一次报价距今天数、行情是否平稳、生命周期状态',
  input: { type: 'object', required: ['pn'], properties: { pn: { type: 'string' } } },
  output: {
    type: 'object',
    properties: {
      historyDays: { type: 'integer' },
      marketStable: { type: 'boolean' },
      lifecycle: { type: 'string' },
      hit: { type: 'boolean' },
    },
  },
  effect: 'read' as const,
  errors: [{ code: 'not-found', retryable: false, message: '无历史价' }],
  idempotent: true,
  timeoutMs: 10_000,
  retries: 2,
  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,
  name: 'quote-intake.classify',
  description: '按三分类规则 P-03 逐条打标:输入历史天数/行情稳定/生命周期,输出 Type 与打法',
  input: {
    type: 'object',
    required: ['historyDays'],
    properties: { historyDays: {}, marketStable: {}, lifecycle: {} },
  },
  output: { type: 'object', properties: { type: { type: 'string' }, play: { type: 'string' } } },
  connectionKeys: [],
  pure: true,
  ownerActivityId: 'quote-intake',
};

export async function seedQuote(container: Container): Promise<void> {
  function log(line: string): void {
    process.stdout.write(line + '\n');
  }

  /* ① LLM 实例:四元绑定(活动只见自定义模型名) */
  await container.llm.upsert({
    name: 'quote-extractor',
    provider: 'openai-compatible',
    baseUrl: process.env['JCAI_LLM_BASE_URL'] ?? 'https://api.deepseek.com/v1',
    model: process.env['JCAI_LLM_MODEL'] ?? 'deepseek-chat',
    apiKey: process.env['JCAI_LLM_API_KEY'] ?? 'sk-placeholder',
    systemUse: true,
    enabled: true,
  });
  log('① LLM 实例已绑定:quote-extractor');

  /* ② 工具注册两审 + 白名单 */
  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, 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]);
  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 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 },
  });

  const pkg = processPackageSchema.parse({
    id: 'unified-quote',
    name: '统一报价',
    version: 1,
    state: 'draft',
    callInterface: {
      input: {
        type: 'object',
        required: ['customerCode', 'rfqRef'],
        properties: { customerCode: { type: 'string' }, rfqRef: { type: 'string' }, subject: { type: 'string' } },
      },
      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: '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 },
      },
      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: [
      {
        id: 'e-start-a1',
        from: 'start',
        to: 'A1',
        mapping: [
          { target: 'customerCode', source: { from: 'initiation', path: 'customerCode' } },
          { target: 'rfqRef', source: { from: 'initiation', path: 'rfqRef' } },
        ],
        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: [],
  });

  await container.process.savePackage(pkg);
  const report = await container.process.validate(pkg);
  if (!report.publishable) {
    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 —— 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」 */
  const trigger = triggerConfigSchema.parse({
    id: 'trg-rfq',
    name: '客户RFQ询价',
    enabled: true,
    processPackageId: 'unified-quote',
    mapping: [
      { target: 'customerCode', source: { from: 'expression', sfeel: 'keys.customerCode' } },
      { target: 'rfqRef', source: { from: 'expression', sfeel: 'keys.rfqRef' } },
      { target: 'subject', source: { from: 'expression', sfeel: 'subject' } },
    ],
    spec: { kind: 'event', rule: 'contains(subject, "询价") or contains(subject, "RFQ")', eventType: 'data' },
  });
  await container.trigger.upsert(trigger);
  log('   事件触发器「客户RFQ询价」已配置');

  /* 邮件通道实例:归属键提取规则 + 载荷映射 + 默认认领岗位 */
  const { positions } = await container.org.listStaff();
  const op = positions.find((p) => p.code === 'OP');
  await container.channel.upsert({
    id: 'ch-rfq-mail',
    name: '公司询价邮箱',
    kind: 'mail',
    address: 'rfq@we.com',
    enabled: true,
    extract: [
      { key: 'customerCode', regex: '\\bC\\d{3}\\b', source: 'both' },
      { key: 'rfqRef', regex: 'RFQ-[A-Z0-9]+', source: 'both' },
      { key: 'quoteNo', regex: 'Q\\d{6}', source: 'both' },
    ],
    mapping: [],
    ...(op === undefined ? {} : { fallbackPosition: op.id }),
    addressWindowMs: 7 * 86_400_000,
  });
  log('   邮件通道实例「公司询价邮箱」已配置(默认认领岗位:OP)');
}