94 lines
2.3 KiB
Plaintext
94 lines
2.3 KiB
Plaintext
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": [
|
||
]
|
||
}' |