diff --git a/aldebaran/fcst.json b/aldebaran/fcst.json new file mode 100644 index 0000000..168314a --- /dev/null +++ b/aldebaran/fcst.json @@ -0,0 +1,38 @@ +[ + { + "idx": 0, + "key": "[招标]中标结果", + "description": "是否包含中标金额,中标结果" + }, + { + "idx": 1, + "key": "[招标]中标时间", + "description": "中标时间要早于预计结单时间超过20天" + }, + { + "idx": 2, + "key": "[商务谈判]谈判结果", + "description": "是否包含商务谈判金额,商务谈判结果" + }, + { + "idx": 3, + "key": "[商务谈判]谈判完成时间", + "description": "完成时间要早于预计结单时间超过20天" + }, + + { + "idx": 4, + "key": "[合同审批]审批提起", + "description": "是否包含签合同对方名称,合同审批提起时间" + }, + { + "idx": 5, + "key": "[合同审批]审批结果", + "description": "是否包含合同审批完结时间,审批意见" + }, + { + "idx": 6, + "key": "[合同审批]审批通过时间", + "description": "合同审批通过时间要早于预计结单时间超过5天" + } +] \ No newline at end of file diff --git a/aldebaran/fcst2.json b/aldebaran/fcst2.json new file mode 100644 index 0000000..198745c --- /dev/null +++ b/aldebaran/fcst2.json @@ -0,0 +1,33 @@ +[ + { + "idx": 0, + "key": "确定项目预算", + "description": "应确定项目预算具体金额" + }, + { + "idx": 1, + "key": "确定项目立项", + "description": "立项审批应有确定结果" + }, + { + "idx": 2, + "key": "[有测试]测试有明确结果", + "description": "测试有明确结束时间及结果,且结果为优异," + }, + { + "idx": 3, + "key": "[无测试]没有测试但有积极反馈", + "description": "在没有测试的情况下,客户需要有积极正向的反馈,明确希望使用我们的产品或方案" + } +] + +// 1. 确定项目预算:商机模块【客户预算情况】 +// 2. 确定项目立项:商机模块的【是否立项】或【立项日期】,满足其一即可 +// 3. 判断是否有测试:商机模块【是否进行poc】=”是“ +// 4. 如果有测试,判断结果是否通过:【PoC状态】=”完成-won“ +// 5. 如果没有测试的,看客户反馈:商机模块【是否进行poc】=”否“或空,或者根据销售日志的判定 + +// 项目满足确定项目预算、确定项目立项这两项要求,并且满足[有测试]测试有明确结果,或者[无测试]没有测试但有积极反馈其中一条,且当前时间早于预计结单时间超过45天,则该项目满足Commit条件。 +// 项目不满足Commit条件,则给出新的Commit时间,新的Commit时间为预计满足上述条件时间点加45天(如有),或当前时间加45天。 + +// qualification \ No newline at end of file diff --git a/aldebaran/fcst3.json b/aldebaran/fcst3.json new file mode 100644 index 0000000..79dd907 --- /dev/null +++ b/aldebaran/fcst3.json @@ -0,0 +1,36 @@ +[ + { + "idx": 0, + "key": "已完成Callhigh", + "description": "需要包含callhigh时间、callhigh对象(部门、姓名、职位)、是否获取支持" + }, + { + "idx": 1, + "key": "[招标]投标时间", + "description": "投标时间要早于预计结单时间超过30天,时间明确到季度或具体日期" + }, + { + "idx": 2, + "key": "[招标]招标参数及商务要求不得有不满足项", + "description": "招标参数:指产品的技术参数/标准/要求;商务要求:指公司或产品资质、案例;该两项均不得有不满足项" + }, + { + "idx": 3, + "key": "[商务谈判]商务谈判时间", + "description": "商务谈判时间要早于预计结单时间超过30天" + }, + + { + "idx": 4, + "key": "报价审批结果", + "description": "审批结果应包含:产品,数量,折扣,金额" + } +] + +// [招标]项和[商务谈判]项,判定两者之一,如果商机模块【招标时间】不等于“无须招标”的,且填了具体时间,则判定为招标,否则判定为商务谈判。 +// 1,项目满足上述Callhigh、报价审批项,且[招标]或[商务谈判]项还没有具体时间,且该时间点早于预计接单45天,可以判定为commit +// 如果不满足,不能commit,要给出新的可以commit的时间,该时间是,项目满足上述2项,且该时间点往后推45天 +// 2,项目满足上述Callhigh、报价审批项,[招标]以及[商务谈判]项,可以判定为commit +// 如果不满足,不能commit,要给出新的可以commit的时间,该时间是,项目满足上述4项,且该时间点往后推30天 + +// bidding \ No newline at end of file diff --git a/aldebaran/olm b/aldebaran/olm new file mode 100644 index 0000000..e739ed7 --- /dev/null +++ b/aldebaran/olm @@ -0,0 +1,94 @@ +crm_opportunities +1. 字段gross_profit_ex_vat缺失 +2. region:确实,但如果和department一致则OK,业绩归属地区 +3. customer_name 为空 +4. owner_main_department 为空 +5. opportunitity_stage 为id,需刷成text +6. stage_status 为id,需刷成text +7. business_type 为id,需刷成text(但该字段似乎没什么用) +8. expected_closing_quarter 为第一季度,第二季度,第三季度,与crm_acv_targets不匹配 +9. forecast_type 为id,需刷成text + +crm_accounts: +1. customer_source为空 +2. person_in_charge 为id,需刷成text +3. department为id,需刷成text +4. industry为id,需刷成text +5. business_type, account_level, customer_attribute 均为空 + +crm_contacts: +1. customer_name为空 + + +crm_system_configurations: +1. 几个映射需要加一下, 参见dev环境 +2. + +crm_ka_accounts +1. 需要确定哪些客户需要跑, 700+ 客户, 将商机按照cusotmer——ID进行分组,取最新的商机对应的客户 + + + +{ + "workflow_ids": [ + "PLAN-REVIEW-HANDBOOK-01S-AI@olm", + "PLAN-REVIEW-HANDBOOK-02@olm", + "PLAN-REVIEW-HANDBOOK-05@olm", + "PLAN-GENERAL-DECOMPOSITION-03@default", + + ], + "force": true, + "dry_run": false +} + + +curl --request POST \ + --url http://localhost:8000/api/v1/workflow-deployments/deploy \ + --header 'Content-Type: application/json' \ + --data '{ + "workflow_ids": [ + "PLAN-REVIEW-HANDBOOK-01S-AI@olm", + "PLAN-REVIEW-HANDBOOK-02@olm", + "PLAN-REVIEW-HANDBOOK-05@olm", + "PLAN-GENERAL-DECOMPOSITION-03@default" + ], + "force": true, + "dry_run": false +}' +PLAN-REPORT-DAILY-01 + +curl --request POST \ + --url http://localhost:8000/api/v1/workflow-deployments/deploy \ + --header 'Content-Type: application/json' \ + --data '{ + "workflow_ids": [ + "PLAN-REPORT-DAILY-01@default" + ], + "force": true, + "dry_run": false +}' + +curl --request POST \ + --url http://localhost:8000/api/v1/workflow-deployments/deploy \ + --header 'Content-Type: application/json' \ + --data '{ + "workflow_ids": [ + "PLAN-PRE-VISIT-HANDBOOK-01@pingcap_apac" + ], + "force": true, + "dry_run": false +}' + + + +curl --request POST \ + --url http://localhost:8000/api/v1/review/create \ + --header 'Content-Type: application/json' \ + --data '{ + "tenant_id": "PINGCAP", + "start_date": "2025-09-24", + "end_date": "2025-09-25", + "review_type": "review1s", + "departments": [ + ] +}' \ No newline at end of file diff --git a/aldebaran/review1.json b/aldebaran/review1.json new file mode 100644 index 0000000..e69de29