fix(bridge): 商机漏建兜底与匿名线索

2026-10-23 14:22:14 +08:00
parent 22d96edee6
commit 9ce3120648
6 changed files with 238 additions and 18 deletions
@@ -3,6 +3,7 @@
 const test = require('node:test');
 const assert = require('node:assert/strict');
 const { createAgent } = require('../src/agent');
+const { createTools } = require('../src/tools');

 function fakeTools() {
  const tools = [{
@@ -180,3 +181,143 @@ test('agent: forces search_products when the LLM answers without tools', async (
  assert.doesNotMatch(sent, /fake-ring/);
  assert.match(sent, /https:\/\/www\.yehwang\.com\/triple-rings-ring-gold-color-17590\.html/);
 });
+
+// ---- 商机兜底：LLM 只调 collect_info 不调 create_opportunity 时，代码自动建商机 ----
+
+function leadTools(twenty) {
+  const rpc = { async call() { return []; } };
+  return createTools(
+    {
+      recommendUrl: 'jsonrpc://127.0.0.1:1', orderApiUrl: '', inventoryApiUrl: '', rpcTimeoutMs: 50,
+      siteSearchUrl: 'https://www.yehwang.com/search.html?q=',
+      twenty: { baseURL: 'http://localhost:1', graphqlPath: '/graphql', workspaceId: 'w', apiKey: 'k' },
+    },
+    { rpc, twenty, client: { sendPrivateNote: async () => {}, assignUser: async () => {} } }
+  );
+}
+
+function leadTwenty() {
+  const calls = [];
+  return {
+    calls,
+    async findPersonByEmail(email) { calls.push(['findPersonByEmail', email]); return null; },
+    async findOpportunitiesByPersonId() { return []; },
+    async createPerson(p) { calls.push(['createPerson', p]); return { id: 'person-1' }; },
+    async findCompanyByName() { return null; },
+    async createCompany(n) { calls.push(['createCompany', n]); return { id: 'company-1' }; },
+    async createOpportunity(o) { calls.push(['createOpportunity', o]); return { id: 'opp-auto-1', name: o.name }; },
+    async updateOpportunity(id, patch) { calls.push(['updateOpportunity', id, patch]); return { id }; },
+    async updateOpportunityStage(id, stage) { calls.push(['updateOpportunityStage', id, stage]); return { id, stage }; },
+    async createNote(c) { calls.push(['createNote', c]); return 'note-1'; },
+    async linkNoteToOpportunity(n, o) { calls.push(['linkNoteToOpportunity', n, o]); return { id: 'nt' }; },
+    async createTask(t, b, d, o) { calls.push(['createTask', t, o]); return 'task-1'; },
+  };
+}
+
+function leadAgentDeps(twenty, tools, contact) {
+  let llmCalls = 0;
+  let sent = '';
+  return {
+    get sent() { return sent; },
+    deps: {
+      llm: {
+        enabled: true,
+        model: 'fake',
+        chat: async () => {
+          llmCalls += 1;
+          if (llmCalls === 1) {
+            return {
+              content: '',
+              toolCalls: [{
+                id: 'tc-collect-1',
+                function: {
+                  name: 'collect_info',
+                  arguments: JSON.stringify({ company: 'Acme GmbH', contactName: 'John Doe', productNeed: '500 pieces for our shops', quantity: '500' }),
+                },
+              }],
+              usage: null,
+            };
+          }
+          return { content: 'Your request has been noted; a colleague will follow up.', toolCalls: [], usage: null };
+        },
+      },
+      client: {
+        getMessages: async () => [{ id: 1, text_content: 'We are Acme GmbH, contact John Doe, we want 500 pieces for our shops.', sender_type: 'contact', private: false }],
+        sendMessage: async (_uuid, content) => { sent = content; },
+        sendPrivateNote: async () => {},
+      },
+      tools,
+      verification: { getVerifiedEmail: async () => (contact.type === 'contact' ? contact.email : null), sendCode: async () => ({}), verifyCode: async () => ({}) },
+      metrics: { record: async () => {}, enabled: false },
+      contextManager: { compressHistory: async (_c, h) => h },
+    },
+    conv: { uuid: 'conv-auto-opp-1', inbox_id: '1', channel: 'livechat', contact },
+  };
+}
+
+test('agent: auto-creates opportunity for a verified single-message lead', async () => {
+  const twenty = leadTwenty();
+  const tools = leadTools(twenty);
+  const ctx = leadAgentDeps(twenty, tools, { type: 'contact', email: 'buyer@test-customer.nl' });
+  ctx.conv.uuid = 'conv-auto-opp-verified';
+  const agent = createAgent({ sites: [], defaultSite: 'www' }, ctx.deps);
+  await agent.run(ctx.conv, { uuid: 'msg-auto-1', text_content: 'We are Acme GmbH, contact John Doe, we want 500 pieces for our shops.', content: '...' });
+  assert.equal(twenty.calls.filter((c) => c[0] === 'createOpportunity').length, 1);
+  assert.match(twenty.calls.find((c) => c[0] === 'createOpportunity')[1].name, /Acme GmbH/);
+  assert.match(ctx.sent, /noted/i);
+});
+
+test('agent: auto-creates opportunity for an unverified single-message lead (policy A)', async () => {
+  const twenty = leadTwenty();
+  const tools = leadTools(twenty);
+  const ctx = leadAgentDeps(twenty, tools, { type: 'visitor' });
+  ctx.conv.uuid = 'conv-auto-opp-anon';
+  const agent = createAgent({ sites: [], defaultSite: 'www' }, ctx.deps);
+  await agent.run(ctx.conv, { uuid: 'msg-auto-2', text_content: 'We are Acme GmbH, contact John Doe, we want 500 pieces for our shops.', content: '...' });
+  assert.equal(twenty.calls.filter((c) => c[0] === 'createOpportunity').length, 1);
+  assert.ok(twenty.calls.some((c) => c[0] === 'createCompany' && c[1] === 'Acme GmbH'));
+});
+
+test('agent: does not auto-create when the LLM already created the opportunity', async () => {
+  const twenty = leadTwenty();
+  const tools = leadTools(twenty);
+  let sent = '';
+  let llmCalls = 0;
+  const deps = {
+    llm: {
+      enabled: true,
+      model: 'fake',
+      chat: async () => {
+        llmCalls += 1;
+        if (llmCalls === 1) {
+          return {
+            content: '',
+            toolCalls: [{ id: 'tc-1', function: { name: 'collect_info', arguments: JSON.stringify({ company: 'Acme GmbH', contactName: 'John Doe', productNeed: '500 pieces' }) } }],
+            usage: null,
+          };
+        }
+        if (llmCalls === 2) {
+          return {
+            content: '',
+            toolCalls: [{ id: 'tc-2', function: { name: 'create_opportunity', arguments: JSON.stringify({ company: 'Acme GmbH', contactName: 'John Doe', productNeed: '500 pieces' }) } }],
+            usage: null,
+          };
+        }
+        return { content: 'Your request has been noted; a colleague will follow up.', toolCalls: [], usage: null };
+      },
+    },
+    client: {
+      getMessages: async () => [{ id: 1, text_content: 'We are Acme GmbH, contact John Doe, we want 500 pieces.', sender_type: 'contact', private: false }],
+      sendMessage: async (_uuid, content) => { sent = content; },
+      sendPrivateNote: async () => {},
+    },
+    tools,
+    verification: { getVerifiedEmail: async () => 'buyer@test-customer.nl', sendCode: async () => ({}), verifyCode: async () => ({}) },
+    metrics: { record: async () => {}, enabled: false },
+    contextManager: { compressHistory: async (_c, h) => h },
+  };
+  const conv = { uuid: 'conv-opp-once', inbox_id: '1', channel: 'livechat', contact: { type: 'contact', email: 'buyer@test-customer.nl' } };
+  const agent = createAgent({ sites: [], defaultSite: 'www' }, deps);
+  await agent.run(conv, { uuid: 'msg-once', text_content: 'We are Acme GmbH, contact John Doe, we want 500 pieces.', content: '...' });
+  assert.equal(twenty.calls.filter((c) => c[0] === 'createOpportunity').length, 1);
+});