Add CRM data structure and workflow deployment scripts
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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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