Add CRM data structure and workflow deployment scripts

This commit is contained in:
tigerenwork 2025-09-26 22:09:28 +08:00
parent 695af0defe
commit d4120ccf0c
2 changed files with 94 additions and 0 deletions

94
aldebaran/olm Normal file
View File

@ -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": [
]
}'

0
aldebaran/review1.json Normal file
View File