yumoqing
19a3d67c68
- 12张 bid_* 表（models+DDL+CRUD）：招标信息/邮箱配置/人员/招标文件/评分项/资质/ 投标文件要求/章节/评审/评分/知识库/标书 - 7个角色能力模块（bid_*_capability）：采集摘要/解析/知识库资质/编写/评审/合成/评分 - bid_flow 状态对账器：角色任务唯一创建者+阻塞门禁（源头守门，引擎零特判） - bid_mail：阿里云企业邮 IMAP 采集（凭据存DB AES，客户端专用密码兼容） - 能力包注册（bid_ability）+ 角色工具自注册（role_tool_schemas） - 技能：6 common 状态机/规范 + 9 角色技能（pipelines/bidding_general，随 pipeline-core 部署） - i18n(zh/en)、init/data.json（appcodes+pipelines记录）、build.sh、RBAC load_path
264 lines
12 KiB
Python
264 lines
12 KiB
Python
"""投标知识库与资质能力：检索公司投标知识库、匹配所需资质、发布人类应提供的文件清单。
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对应业务：从公司投标知识库中获取招标所需资质文档；发布人类应提供的文件（清单式人类任务，阻塞门禁）。
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"""
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import json
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import logging
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from .bid_common import (
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get_db, new_id, rec_to_dict, rows_to_dicts, to_int, to_float,
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record, create_human_task, find_human_task, get_project, resolve_project_id, HT_HUMAN_DOCS,
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)
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logger = logging.getLogger("pipeline.bidding.kb")
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# ══════════════ 知识库 ══════════════
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async def search_bid_kb(query="", doc_type="", org_id="", limit=10):
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"""检索公司投标知识库（按名称/标签/编号/正文关键词）。返回命中文档摘要列表。"""
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db, dbname = get_db()
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async with db.sqlorContext(dbname) as sor:
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sql = ("SELECT id, doc_type, doc_name, doc_no, tags, issuer, customer, "
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"contract_amount, valid_until, file_path, LEFT(content_text, 300) AS preview "
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"FROM bid_kb_docs WHERE status='active'")
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p = {}
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if org_id:
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sql += " AND org_id=${oid}$"
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p["oid"] = org_id
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if doc_type:
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sql += " AND doc_type=${dt}$"
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p["dt"] = doc_type
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q = (query or "").strip()
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if q:
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sql += (" AND (doc_name LIKE ${kw}$ OR tags LIKE ${kw}$ OR doc_no LIKE ${kw}$ "
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"OR issuer LIKE ${kw}$ OR customer LIKE ${kw}$ OR content_text LIKE ${kw}$)")
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p["kw"] = "%" + q + "%"
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sql += " ORDER BY doc_type, created_at DESC LIMIT " + str(to_int(limit, 10))
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recs = await sor.sqlExe(sql, p)
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await sor.sqlExe("COMMIT", {})
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return rows_to_dicts(recs)
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async def list_kb_docs(doc_type="", org_id="", limit=100):
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"""列出知识库文档（不含正文）。"""
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return await search_bid_kb(query="", doc_type=doc_type, org_id=org_id, limit=limit)
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async def kb_doc_detail(kb_doc_id, length=6000):
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"""取知识库文档正文（供撰写/资质引用）。"""
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db, dbname = get_db()
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async with db.sqlorContext(dbname) as sor:
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recs = await sor.sqlExe("SELECT * FROM bid_kb_docs WHERE id=${kid}$", {"kid": kb_doc_id})
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await sor.sqlExe("COMMIT", {})
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if not recs:
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return "知识库文档不存在: %s" % kb_doc_id
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d = rec_to_dict(recs[0])
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d["content_text"] = (d.get("content_text") or "")[:to_int(length, 6000)]
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return json.dumps(d, ensure_ascii=False, default=str)
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async def add_kb_doc(doc_name, doc_type="qualification", doc_no="", tags="",
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file_path="", content_text="", issuer="", customer="",
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contract_amount="", valid_from="", valid_until="",
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org_id="0", who=None, agent_id=None):
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"""录入知识库文档（资质证书/业绩案例/模板/财务/人员）。"""
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if not doc_name:
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return False, "缺少 doc_name"
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db, dbname = get_db()
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async with db.sqlorContext(dbname) as sor:
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kid = new_id()
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data = {
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"id": kid, "org_id": org_id or "0",
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"doc_type": (doc_type or "qualification")[:30],
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"doc_name": str(doc_name)[:250], "doc_no": str(doc_no or "")[:60],
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"tags": str(tags or "")[:480], "file_path": str(file_path or "")[:480],
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"content_text": content_text or "", "issuer": str(issuer or "")[:250],
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"customer": str(customer or "")[:250], "status": "active",
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"created_by": who or "",
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}
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amt = to_float(contract_amount, 0.0)
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if amt > 0:
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data["contract_amount"] = amt
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if valid_from:
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data["valid_from"] = str(valid_from)[:10]
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if valid_until:
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data["valid_until"] = str(valid_until)[:10]
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await sor.C("bid_kb_docs", data)
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await sor.sqlExe("COMMIT", {})
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return True, "知识库文档已录入: %s (%s)" % (doc_name, kid)
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# ══════════════ 资质匹配 ══════════════
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async def list_qualifications(project_id, match_status=""):
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try:
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project_id = await resolve_project_id(project_id)
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except ValueError as e:
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return []
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db, dbname = get_db()
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async with db.sqlorContext(dbname) as sor:
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sql = ("SELECT id, qual_name, is_mandatory, owner, match_status, kb_doc_id, "
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"file_path, note, requirement FROM bid_qualifications WHERE project_id=${pid}$")
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p = {"pid": project_id}
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if match_status:
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sql += " AND match_status=${st}$"
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p["st"] = match_status
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sql += " ORDER BY is_mandatory DESC, created_at"
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recs = await sor.sqlExe(sql, p)
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await sor.sqlExe("COMMIT", {})
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out = rows_to_dicts(recs)
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for r in out:
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r["requirement"] = (r.get("requirement") or "")[:400]
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return out
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async def match_qualification(qual_id, kb_doc_id, note="", who=None, agent_id=None):
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"""把知识库文档挂到资质项上：match_status=matched。"""
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if not (qual_id and kb_doc_id):
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return False, "缺少 qual_id 或 kb_doc_id"
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db, dbname = get_db()
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async with db.sqlorContext(dbname) as sor:
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kb = await sor.sqlExe(
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"SELECT id, doc_name, file_path, valid_until FROM bid_kb_docs WHERE id=${kid}$",
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{"kid": kb_doc_id})
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await sor.sqlExe("COMMIT", {})
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if not kb:
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return False, "知识库文档不存在: %s" % kb_doc_id
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d = rec_to_dict(kb[0])
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await sor.sqlExe(
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"UPDATE bid_qualifications SET kb_doc_id=${kid}$, match_status='matched', "
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"owner='kb', file_path=${fp}$, note=${nt}$, updated_at=NOW() WHERE id=${qid}$",
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{"kid": kb_doc_id, "fp": (d.get("file_path") or "")[:480],
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"nt": (note or ("命中知识库：" + (d.get("doc_name") or "")))[:480], "qid": qual_id})
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rec = await sor.sqlExe(
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"SELECT project_id, qual_name, match_status FROM bid_qualifications WHERE id=${qid}$",
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{"qid": qual_id})
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await sor.sqlExe("COMMIT", {})
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if not rec:
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return False, "资质项不存在: %s" % qual_id
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r = rec_to_dict(rec[0])
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if r.get("match_status") != "matched":
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return False, "资质匹配写入失败"
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await record(sor, r.get("project_id"), "bid_qualifications", qual_id, "match",
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to_state="matched", who=who, agent_id=agent_id,
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detail="kb_doc=" + kb_doc_id)
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return True, "资质「%s」已匹配知识库文档「%s」" % (r.get("qual_name"), d.get("doc_name"))
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async def mark_qualification_missing(qual_id, note="", need_human="1",
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who=None, agent_id=None):
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"""知识库无此资质：标记 missing 或 human_required（需人类提供）。"""
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st = "human_required" if str(need_human) in ("1", "true", "True", "是") else "missing"
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db, dbname = get_db()
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async with db.sqlorContext(dbname) as sor:
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await sor.sqlExe(
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"UPDATE bid_qualifications SET match_status=${st}$, owner='human', "
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"note=${nt}$, updated_at=NOW() WHERE id=${qid}$",
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{"st": st, "nt": (note or "")[:480], "qid": qual_id})
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rec = await sor.sqlExe(
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"SELECT project_id, qual_name FROM bid_qualifications WHERE id=${qid}$",
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{"qid": qual_id})
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await sor.sqlExe("COMMIT", {})
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if not rec:
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return False, "资质项不存在: %s" % qual_id
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r = rec_to_dict(rec[0])
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await record(sor, r.get("project_id"), "bid_qualifications", qual_id, "mark_missing",
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to_state=st, who=who, agent_id=agent_id, detail=note)
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return True, "资质「%s」标记为 %s" % (r.get("qual_name"), st)
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async def request_human_docs(project_id, items="", note="", who=None, agent_id=None):
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"""发布「人类应提供的文件」清单人类任务（阻塞门禁）。
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items 为空时自动汇总 match_status in (missing, human_required) 的资质项。
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"""
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try:
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project_id = await resolve_project_id(project_id)
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except ValueError as e:
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return False, str(e)
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db, dbname = get_db()
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async with db.sqlorContext(dbname) as sor:
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p = await get_project(sor, project_id)
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if not p:
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return False, "项目不存在: %s" % project_id
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exist = await find_human_task(sor, project_id, HT_HUMAN_DOCS, status="pending")
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if exist:
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return True, "已有待办的人类文件清单任务: %s" % exist.get("id")
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lines = []
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if items:
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if isinstance(items, str):
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try:
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parsed = json.loads(items)
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except (ValueError, TypeError):
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parsed = [x.strip() for x in items.split(",") if x.strip()]
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else:
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parsed = items
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for x in (parsed or []):
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if isinstance(x, dict):
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lines.append("- %s：%s" % (x.get("name", ""), x.get("note", "")))
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else:
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lines.append("- %s" % x)
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else:
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recs = await sor.sqlExe(
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"SELECT qual_name, requirement, is_mandatory, note FROM bid_qualifications "
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"WHERE project_id=${pid}$ AND match_status IN ('missing','human_required') "
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"ORDER BY is_mandatory DESC", {"pid": project_id})
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await sor.sqlExe("COMMIT", {})
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for r in (recs or []):
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d = rec_to_dict(r)
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lines.append("- %s%s：%s"
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% (d.get("qual_name", ""),
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"（必需）" if str(d.get("is_mandatory")) == "1" else "",
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(d.get("note") or d.get("requirement") or "")[:200]))
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if not lines:
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return True, "无需人类提供的文件（资质均已从知识库匹配）"
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desc = ("以下资质/证明文件公司知识库中缺失，请人工提供原件扫描件并上传到项目工作空间："
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"\n" + "\n".join(lines))
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if note:
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desc += "\n\n补充说明：" + note
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desc += "\n\n提供完毕后请完成本任务，系统将自动继续投标文件编写。"
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hid = await create_human_task(
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sor, project_id, HT_HUMAN_DOCS,
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"需人工提供的投标资质文件（%d 项）" % len(lines), desc,
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assignee_role="owner.superuser",
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form_schema={"project_id": project_id, "count": len(lines)})
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await sor.sqlExe(
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"UPDATE bid_qualifications SET human_task_id=${hid}$ WHERE project_id=${pid}$ "
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"AND match_status IN ('missing','human_required')", {"hid": hid, "pid": project_id})
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await sor.sqlExe("COMMIT", {})
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return True, "已发布人类文件清单任务 %s（%d 项）" % (hid, len(lines))
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async def auto_match_qualifications(project_id, org_id="", who=None, agent_id=None):
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"""批量自动匹配：对 pending 资质项按名称关键词检索知识库，命中即 matched，否则 human_required。"""
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try:
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project_id = await resolve_project_id(project_id)
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except ValueError as e:
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return False, str(e)
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quals = await list_qualifications(project_id, match_status="pending")
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if not quals:
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return True, "无待匹配资质项"
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matched, missing = 0, 0
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for q in quals:
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name = (q.get("qual_name") or "").strip()
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if not name:
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continue
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hits = await search_bid_kb(query=name, org_id=org_id, limit=3)
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if not hits:
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key = name.replace("证书", "").replace("认证", "").strip()[:8]
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if key:
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hits = await search_bid_kb(query=key, org_id=org_id, limit=3)
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if hits:
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ok, _ = await match_qualification(q["id"], hits[0]["id"],
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note="自动匹配：" + (hits[0].get("doc_name") or ""),
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who=who, agent_id=agent_id)
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matched += 1 if ok else 0
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else:
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await mark_qualification_missing(q["id"], note="知识库未命中，需人工提供",
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need_human="1", who=who, agent_id=agent_id)
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missing += 1
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return True, ("资质自动匹配完成：命中知识库 %d 项，需人工提供 %d 项。"
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"请对需人工提供的项调用 request_human_docs 发布清单。" % (matched, missing))
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