Merge branch 'main' of http://192.168.2.212:3000/xorbitlab/quicknote
This commit is contained in:
commit
c94298f41e
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[
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{
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"idx": 0,
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"key": "[招标]中标结果",
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"description": "是否包含中标金额，中标结果"
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},
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{
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"idx": 1,
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"key": "[招标]中标时间",
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"description": "中标时间要早于预计结单时间超过20天"
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},
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{
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"idx": 2,
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"key": "[商务谈判]谈判结果",
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"description": "是否包含商务谈判金额，商务谈判结果"
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},
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{
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"idx": 3,
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"key": "[商务谈判]谈判完成时间",
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"description": "完成时间要早于预计结单时间超过20天"
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},
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{
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"idx": 4,
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"key": "[合同审批]审批提起",
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"description": "是否包含签合同对方名称，合同审批提起时间"
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},
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{
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"idx": 5,
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"key": "[合同审批]审批结果",
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"description": "是否包含合同审批完结时间，审批意见"
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},
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{
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"idx": 6,
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"key": "[合同审批]审批通过时间",
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"description": "合同审批通过时间要早于预计结单时间超过5天"
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}
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]
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[
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{
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"idx": 0,
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"key": "确定项目预算",
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"description": "应确定项目预算具体金额"
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},
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{
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"idx": 1,
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"key": "确定项目立项",
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"description": "立项审批应有确定结果"
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},
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{
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"idx": 2,
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"key": "[有测试]测试有明确结果",
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"description": "测试有明确结束时间及结果，且结果为优异，"
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},
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{
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"idx": 3,
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"key": "[无测试]没有测试但有积极反馈",
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"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"
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}
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]
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// 1. 确定项目预算：商机模块【客户预算情况】
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// 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
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// 3. 判断是否有测试：商机模块【是否进行poc】=”是“
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// 4. 如果有测试，判断结果是否通过：【PoC状态】=”完成-won“
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// 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
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// 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。
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// 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。
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// qualification
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[
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{
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"idx": 0,
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"key": "已完成Callhigh",
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"description": "需要包含callhigh时间、callhigh对象（部门、姓名、职位）、是否获取支持"
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},
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{
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"idx": 1,
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"key": "[招标]投标时间",
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"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"
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},
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{
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"idx": 2,
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"key": "[招标]招标参数及商务要求不得有不满足项",
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"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"
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},
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{
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"idx": 3,
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"key": "[商务谈判]商务谈判时间",
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"description": "商务谈判时间要早于预计结单时间超过30天"
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},
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{
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"idx": 4,
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"key": "报价审批结果",
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"description": "审批结果应包含：产品，数量，折扣，金额"
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}
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]
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// [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。
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// 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
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// 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
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// 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
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// 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
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// bidding
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crm_opportunities
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1. 字段gross_profit_ex_vat缺失
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2. region:确实，但如果和department一致则OK，业绩归属地区
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3. customer_name 为空
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4. owner_main_department 为空
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5. opportunitity_stage 为id，需刷成text
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6. stage_status 为id，需刷成text
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7. business_type 为id，需刷成text(但该字段似乎没什么用)
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8. expected_closing_quarter 为第一季度，第二季度，第三季度，与crm_acv_targets不匹配
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9. forecast_type 为id，需刷成text
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crm_accounts:
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1. customer_source为空
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2. person_in_charge 为id，需刷成text
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3. department为id，需刷成text
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4. industry为id，需刷成text
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5. business_type, account_level, customer_attribute 均为空
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crm_contacts:
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1. customer_name为空
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crm_system_configurations:
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1. 几个映射需要加一下， 参见dev环境
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2.
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crm_ka_accounts
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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
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{
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"workflow_ids": [
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"PLAN-REVIEW-HANDBOOK-01S-AI@olm",
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"PLAN-REVIEW-HANDBOOK-02@olm",
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"PLAN-REVIEW-HANDBOOK-05@olm",
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"PLAN-GENERAL-DECOMPOSITION-03@default",
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],
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"force": true,
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"dry_run": false
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}
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curl --request POST \
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--url http://localhost:8000/api/v1/workflow-deployments/deploy \
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--header 'Content-Type: application/json' \
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--data '{
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"workflow_ids": [
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"PLAN-REVIEW-HANDBOOK-01S-AI@olm",
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"PLAN-REVIEW-HANDBOOK-02@olm",
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"PLAN-REVIEW-HANDBOOK-05@olm",
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"PLAN-GENERAL-DECOMPOSITION-03@default"
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],
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"force": true,
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"dry_run": false
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}'
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PLAN-REPORT-DAILY-01
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curl --request POST \
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--url http://localhost:8000/api/v1/workflow-deployments/deploy \
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--header 'Content-Type: application/json' \
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--data '{
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"workflow_ids": [
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"PLAN-REPORT-DAILY-01@default"
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],
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"force": true,
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"dry_run": false
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}'
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curl --request POST \
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--url http://localhost:8000/api/v1/workflow-deployments/deploy \
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--header 'Content-Type: application/json' \
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--data '{
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"workflow_ids": [
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"PLAN-PRE-VISIT-HANDBOOK-01@pingcap_apac"
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],
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"force": true,
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"dry_run": false
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}'
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curl --request POST \
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--url http://localhost:8000/api/v1/review/create \
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--header 'Content-Type: application/json' \
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--data '{
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"tenant_id": "PINGCAP",
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"start_date": "2025-09-24",
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"end_date": "2025-09-25",
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"review_type": "review1s",
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"departments": [
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]
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}'
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