From 946543fae4c2ce27ad7d1fc318c50f530b2929da Mon Sep 17 00:00:00 2001 From: tigeren Date: Mon, 18 May 2026 17:29:59 +0800 Subject: [PATCH] update --- ...-wrk_8a7abd3287004f93bdfb4cf3217fdfac.yaml | 1067 ++++++++++++++++- 1 file changed, 1007 insertions(+), 60 deletions(-) diff --git a/my_collection-wrk_8a7abd3287004f93bdfb4cf3217fdfac.yaml b/my_collection-wrk_8a7abd3287004f93bdfb4cf3217fdfac.yaml index 32adfd3..eaf4387 100755 --- a/my_collection-wrk_8a7abd3287004f93bdfb4cf3217fdfac.yaml +++ b/my_collection-wrk_8a7abd3287004f93bdfb4cf3217fdfac.yaml @@ -462,7 +462,7 @@ collection: meta: id: fld_798d89e7d7e74e538c0d6e6bc669bb19 created: 1766459030301 - modified: 1766461689086 + modified: 1773193520695 sortKey: -1766459030401 description: "" children: @@ -479,7 +479,7 @@ collection: meta: id: req_03ab04257cc44b3fbf3c95156da5e277 created: 1766459030301 - modified: 1766459030301 + modified: 1775184987730 isPrivate: false description: "" sortKey: -1766459030311 @@ -488,7 +488,6 @@ collection: mimeType: application/json text: | { - "tenant_id": "PINGCAP", "opportunity_id": "67d2ea7ffdaa010001af5bd9" } headers: @@ -1133,6 +1132,29 @@ collection: send: true store: true rebuildPath: true + - url: "" + name: New Request + meta: + id: req_92ea809b268a43ee8623cb8c85f317bb + created: 1769398741255 + modified: 1769398741255 + isPrivate: false + description: "" + sortKey: -1769398741255 + method: GET + headers: + - name: User-Agent + value: insomnia/12.3.0 + description: "" + disabled: false + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true - name: CRMSchema meta: id: fld_2835713cbd1c44ef96134c1be2f3868b @@ -1678,7 +1700,7 @@ collection: meta: id: req_de5cf4d19aaa4c819b684dd444aa8d30 created: 1766459030301 - modified: 1766459030301 + modified: 1774330915846 isPrivate: false description: "" sortKey: -1766459030321 @@ -1687,8 +1709,8 @@ collection: mimeType: application/json text: |- { - "handbook_id": "pb_EXEC-RPT-SALES-PLAYBOOK-20250219-001-001", - "tenant_id": "PINGCAP" + "tenant_id": "PINGCAP", + "handbook_id": "pb_RENEWAL_001" } headers: - name: Content-Type @@ -1731,6 +1753,266 @@ collection: send: true store: true rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/playbook/update" + name: Update Playbook + meta: + id: req_6aad992ef5f446c5817664d377dad821 + created: 1769412887859 + modified: 1769415956651 + isPrivate: false + description: "" + sortKey: -1766459030320.5 + method: POST + body: + mimeType: application/json + text: >- + { + "tenant_id": "PINGCAP", + "name": "Sales Playbook", + "stages": [ + { + "sales_stage": "Prospecting", + "sequence": 1, + "sales_key_activities": [ + { + "idx": 0, + "key": "项目规模确认", + "description": "评估项目总体规模,包括用户数量、部署范围和实施周期。关键是获取准确数据和增长预期。注意与客户财务、运营部门确认数据准确性。这决定了资源投入和报价策略的基础。" + }, + { + "idx": 1, + "key": "合同签署流程", + "description": "明确合同签署流程和决策链条,包括审批层级、所需文件和时间周期。重点是识别关键决策人和可能的阻碍点。注意提前准备所需材料。这影响销售节奏的把控和资源调配。" + }, + { + "idx": 2, + "key": "关键人拜访", + "description": "拜访项目关键决策者和影响者,建立初步关系。重点是了解其决策考量和个人诉求。注意准备有针对性的价值主张。这为后续深入合作奠定关系基础。" + } + ], + "sales_deliverables": [ + { + "idx": 0, + "key": "合同文本" + }, + { + "idx": 1, + "key": "POC测试报告" + }, + { + "idx": 2, + "key": "报价方案" + } + ], + "sales_exit_criteria": [ + { + "idx": 0, + "key": "确认项目需求范围", + "description": "通过初步沟通明确客户的具体业务痛点和需求边界。可通过需求调研表收集关键信息,包括:项目背景、预期目标、技术要求、时间节点等。建议采用SMART原则确保需求明确且可衡量。" + }, + { + "idx": 1, + "key": "达成商务合作模式", + "description": "与客户就合作方式达成初步共识,包括:产品/服务交付模式、定价机制、付款方式等核心商务条款。可通过商务意向书或框架协议记录双方认可的合作基础。" + } + ], + "sales_key_info": [ + { + "idx": 0, + "key": "阶段必填项/阶段任务:客户需求确认", + "description": "预估整体项目节点数或vCPU数,客户业务场景" + }, + { + "idx": 1, + "key": "新建商机", + "description": "Key deal Label,客户名称,是否渠道报备商机,商机名称,负责人,业务类型,第一笔预计回款月(FY26),预计回款金额(FY26)1,销售流程,商机阶段,key deal 标签" + } + ], + "sales_outcomes": [ + { + "idx": 0, + "key": "确认项目需求范围", + "description": "通过与潜在客户的初步沟通,明确其业务痛点和具体需求范围。可通过深度访谈、需求调研表等方式收集信息。准确把握需求是项目推进的基础,直接影响后续方案匹配度和商务谈判的顺利程度。" + }, + { + "idx": 1, + "key": "达成商务合作模式", + "description": "与客户就合作方式达成初步共识,包括定价模式、付款方式、服务周期等关键要素。通过展示成功案例和价值主张,让客户认可合作模式。这为后续商务谈判奠定基础,降低成交障碍。" + } + ], + "customer_behavior_purchase": [ + { + "idx": 0, + "key": "确定项目采购时间" + }, + { + "idx": 1, + "key": "推进合同评审流程" + } + ], + "customer_behavior_supporting": [ + { + "idx": 0, + "key": "配合项目测试工作", + "description": "在探索阶段,客户愿意进行小规模的概念验证或试点测试。可通过提供免费POC或样品来鼓励测试意愿。客户积极参与测试表明其认真评估解决方案,是重要的购买意向指标。" + }, + { + "idx": 1, + "key": "提供完整需求信息", + "description": "客户详细分享业务痛点、目标和技术要求等信息。通过开放式提问和专业咨询引导客户表达。完整的需求信息有助于精准定位价值主张,提高方案契合度。" + } + ] + }, + { + "sales_stage": "Qualification", + "sequence": 3, + "sales_key_activities": [ + { + "idx": 0, + "key": "关键人拜访", + "description": "准备拜访材料,与关键决策者面谈,了解客户需求和决策流程。重点把握首次印象,准确传达价值主张。关注客户语言和非语言反馈,建立信任关系。此活动直接影响项目机会评估的准确性。" + }, + { + "idx": 1, + "key": "合同签署流程", + "description": "确认合同签署流程和所需审批层级,准备合同所需文件。注意合同签署时效性,提前协调内部审批。合理规划签署时间节点,确保流程顺畅。此环节是项目正式启动的关键。" + } + ], + "sales_deliverables": [ + { + "idx": 0, + "key": "合同文本" + }, + { + "idx": 1, + "key": "报价方案" + } + ], + "sales_exit_criteria": [ + { + "idx": 0, + "key": "确认项目预算规模", + "description": "与客户确认项目总体预算区间及付款条件。通过与决策人直接沟通或从预算部门获取信息,了解预算金额、资金来源、支付节点等。需获得书面或口头确认的具体数字范围。" + } + ], + "sales_key_info": [], + "sales_outcomes": [], + "customer_behavior_purchase": [], + "customer_behavior_supporting": [] + }, + { + "sales_stage": "Evaluation", + "sequence": 2, + "sales_key_activities": [ + { + "idx": 0, + "key": "项目规模确认", + "description": "与客户确认项目具体规模,包括产品数量、服务范围和实施区域等。重点是明确客户需求边界,避免后期范围蔓延。准确的规模评估是报价和资源规划的基础,直接影响项目盈利。" + } + ], + "sales_deliverables": [], + "sales_exit_criteria": [], + "sales_key_info": [], + "sales_outcomes": [], + "customer_behavior_purchase": [], + "customer_behavior_supporting": [] + } + ] + } + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/playbook/migrate" + name: Migrate Playbook + meta: + id: req_a9c90459d15c40a9ac2cc297080f2f50 + created: 1770020923006 + modified: 1770020934725 + isPrivate: false + description: "" + sortKey: -1766459030320.75 + method: POST + body: + mimeType: application/json + text: |- + { + "tenant_id": "PINGCAP" + } + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/playbook/activate" + name: Activate Playbook + meta: + id: req_43ca62867f2b4b278595526a6f16bd39 + created: 1770025109912 + modified: 1770025154200 + isPrivate: false + description: "" + sortKey: -1766459030320.625 + method: POST + body: + mimeType: application/json + text: |- + { + "tenant_id": "PINGCAP", + "version":"0.03" + } + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/playbook/template" + name: Query Playbook - Export Excel Template + meta: + id: req_b5d827deb62c4fc495a8bea1530d6713 + created: 1770601964191 + modified: 1770602280891 + isPrivate: false + description: "" + sortKey: -1766459030324.5 + method: GET + body: + mimeType: application/json + text: "" + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true - name: 三页纸 meta: id: fld_5bef3f6d594944259fff1cc686753089 @@ -1937,7 +2219,7 @@ collection: meta: id: req_dd305e9f979740d8a44e0a4b312c3cc5 created: 1766459030301 - modified: 1767840982190 + modified: 1769759053453 isPrivate: false description: "" sortKey: -1766459030319 @@ -1994,7 +2276,7 @@ collection: meta: id: req_a13127644ca14bc2bcd5de7c6891cd56 created: 1766459030301 - modified: 1767615049700 + modified: 1774590085836 isPrivate: false description: "" sortKey: -1766459030310 @@ -2004,11 +2286,11 @@ collection: text: |- { "workflow_ids": [ - "PLAN-REVIEW-HANDBOOK-01S-AI@owner_tree", - "PLAN-REVIEW-HANDBOOK-05@owner_tree", - "PLAN-REVIEW-HANDBOOK-02@default", - "PLAN-REPORT-VISIT-ASSESSMENT-01@default", - "PLAN-REPORT-DEPARTMENT-SUMMARY-01@default" + "PLAN-REVIEW-HANDBOOK-01S-AI@default", + "PLAN-ACHIEVEMENT-TIMESERIES-01@default", + "PLAN-REVIEW1N-01@default", + "PLAN-CLOSE-DATE-DERIVE-01@default", + "PLAN-CONVERSION-METRICS-01@default" ], "force": true, "dry_run": false @@ -2118,7 +2400,7 @@ collection: meta: id: req_d71bcc30f2ea4233a5b4ae9f3b7c0834 created: 1767752987605 - modified: 1767774597140 + modified: 1775036373114 isPrivate: false description: "" sortKey: -1766459030309.5 @@ -2128,12 +2410,75 @@ collection: text: |- { "workflow_ids": [ - "PLAN-PRE-VISIT-HANDBOOK-01@default", - "PLAN-REVIEW-HANDBOOK-01S-AI@od", - "PLAN-REVIEW-HANDBOOK-05@default", - "PLAN-REVIEW-HANDBOOK-02@default", - "PLAN-REPORT-VISIT-ASSESSMENT-01@default", - "PLAN-REPORT-DEPARTMENT-SUMMARY-01@default" + "PLAN-REVIEW-SESSION-INIT-01@default", + "PLAN-REVIEW-FCST-EVAL-01@default", + "PLAN-REVIEW-KPI-CALC-01@default", + "PLAN-CLOSE-DATE-DERIVE-01@default" + ], + "force": true, + "dry_run": false + } + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/workflow-deployments/deploy" + name: Deploy Workflow - Part - 3 + meta: + id: req_029deeafa3574571a71f84e90503c5f6 + created: 1774590099597 + modified: 1776416994364 + isPrivate: false + description: "" + sortKey: -1766459030309.25 + method: POST + body: + mimeType: application/json + text: |- + { + "workflow_ids": [ + "PLAN-REVIEW-HANDBOOK-01S-AI@default", + "PLAN-REVIEW-HANDBOOK-05@default" + ], + "force": true, + "dry_run": false + } + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/workflow-deployments/deploy" + name: Deploy Workflow - Part - 4 + meta: + id: req_7617a686a4274432bba94f4eb25aec7a + created: 1774838738256 + modified: 1775726535576 + isPrivate: false + description: "" + sortKey: -1766459030309.125 + method: POST + body: + mimeType: application/json + text: |- + { + "workflow_ids": [ + "PLAN-REVIEW-HANDBOOK-01S-AI" ], "force": true, "dry_run": false @@ -2154,7 +2499,7 @@ collection: meta: id: fld_6b90f1a9e8e244888cb9bd8ed0568547 created: 1766459030301 - modified: 1766461078006 + modified: 1772435231622 sortKey: -1766459030309.25 description: "" children: @@ -2163,7 +2508,7 @@ collection: meta: id: req_12c439096c824b36ab9d96dfb8d2c5fb created: 1766459030301 - modified: 1766459030301 + modified: 1774238160021 isPrivate: false description: "" sortKey: -1766459030330 @@ -2196,7 +2541,7 @@ collection: meta: id: req_184be06f9805442082f97f12c86d96b2 created: 1766459030301 - modified: 1767695699023 + modified: 1773736577965 isPrivate: false description: "" sortKey: -1766459030320 @@ -2206,7 +2551,7 @@ collection: text: | { "tenant_id": "PINGCAP", - "execution_id": "dWjgfiRDmuoSeRGoJdsOOlU", + "execution_id": "bGdewgYLUImMmhmamMYDZSk", "lang":"zh" } headers: @@ -2985,6 +3330,192 @@ collection: send: true store: true rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/review/execution_ids" + name: Query Account/Opp Report Execution ID + meta: + id: req_5ec564bbd4ab46aaa190659af1c928b7 + created: 1768379286426 + modified: 1768379492515 + isPrivate: false + description: "" + sortKey: -1766459030323.75 + method: POST + body: + mimeType: application/json + text: >- + { + "tenant_id": "PINGCAP", + "account_ids":["5f570911b55a1300018ccd20", "5f88fe69b7c4ba0001be0598"], + "opportunity_ids":["6444c399f8d5f60001f4a4ce","6789bc3bf5a8150001bb0f17","sss"] + } + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/review/performance/query + name: Review Performance Query - Session + meta: + id: req_81d3ac95dc324a0f949f771c73486603 + created: 1774259185117 + modified: 1776994757162 + isPrivate: false + description: "" + sortKey: -1766459030437 + method: POST + body: + mimeType: application/json + text: |- + { + "session_id": "f3e3a19d-f77f-42f9-8cce-4b196978102a" + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/review/performance/query + name: Review Performance Query - Owner + meta: + id: req_63ada9988599489eb971bfe57ea418a2 + created: 1774259705108 + modified: 1774260052128 + isPrivate: false + description: "" + sortKey: -1766459030427.5 + method: POST + body: + mimeType: application/json + text: |- + { + "session_id": "4076c2b4-b9f3-424c-8834-9c3c17ed38a4", + "owner_id":"FSUID_F9B0253A5D944AB8A2AF36AB3E23D661" + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/review/list" + name: Query Review List + meta: + id: req_96c91a40aff04ac1830ddb8b0b2b24d1 + created: 1774508623982 + modified: 1774508775892 + isPrivate: false + description: "" + sortKey: -1766459030319.75 + method: POST + body: + mimeType: application/json + text: | + { + "report_type": "review5", + "user_id":"019a4ca0-d9cf-70f8-9826-b60923958020" + } + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/review/accounts/5f3e5e77006b1e0001cfe107/contacts + name: Review Account-Contacts + meta: + id: req_236dc042adee4e1e82edfc46dc9611c6 + created: 1776931421254 + modified: 1776931708569 + isPrivate: false + description: "" + sortKey: -1766459030422.75 + method: GET + body: + mimeType: application/json + text: "" + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/review/opportunities/674443471fd93800011621c2/key-info + name: Review Opp-KeyInfo + meta: + id: req_4262f4dc60cb4eab83df76687cb353da + created: 1776931510708 + modified: 1776931737859 + isPrivate: false + description: "" + sortKey: -1766459030420.375 + method: GET + body: + mimeType: application/json + text: "" + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/review/opportunities/674443471fd93800011621c2/todos + name: Review Opp-TODO + meta: + id: req_703862170207454cab4404391fa947f2 + created: 1776932302158 + modified: 1776932320649 + isPrivate: false + description: "" + sortKey: -1766459030419.1875 + method: GET + body: + mimeType: application/json + text: "" + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true - name: 3rd Party meta: id: fld_795f6810562d4e7fb80dba97259cb5dc @@ -3402,7 +3933,7 @@ collection: meta: id: req_2af8ffe6f22d44b2aa06f41d19965645 created: 1767058804180 - modified: 1767937989827 + modified: 1778653599698 isPrivate: false description: "" sortKey: -1766426417404 @@ -3413,8 +3944,9 @@ collection: { "tenant_id": "PINGCAP", "report_year": 2026, - "report_week_of_year": 2, - "department": null + "report_week_of_year": 18, + "department": null, + "report_date": null } headers: - name: Content-Type @@ -3429,11 +3961,11 @@ collection: store: true rebuildPath: true - url: "{{ _.BASE_URL }}/api/v1/report/trigger_visit_assessment" - name: Trigger Daily Report Assessment (日报v2 评估) + name: Trigger Daily Endcustomer Assessment (日报v2 评估) meta: id: req_5dafc56f5c31445f9672aa1173091e59 created: 1767672552202 - modified: 1767672630027 + modified: 1768891905074 isPrivate: false description: "" sortKey: -1766430494016.625 @@ -3525,11 +4057,41 @@ collection: send: true store: true rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/report/trigger_visit_assessment" + name: Trigger Daily Partner Assessment (日报v2 评估) + meta: + id: req_0e7b1fcaba3e49da86a037469351ada6 + created: 1768891874979 + modified: 1768891929564 + isPrivate: false + description: "" + sortKey: -1766429474863.4688 + method: POST + body: + mimeType: application/json + text: |- + { + "tenant_id": "PINGCAP", + "scheduled": false, + "version": "partner" + } + headers: + - name: Content-Type + value: application/json + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true - name: Task-Schedule meta: id: fld_be30e402383546d2bf8353ce0033c3d7 created: 1766459030301 - modified: 1766461051502 + modified: 1772162656852 sortKey: -1766459030403 description: "" children: @@ -3610,6 +4172,64 @@ collection: send: true store: true rebuildPath: true + - url: http://localhost:8000/api/v1/task-schedule/trigger_fcst_eval + name: Trigger FCST Eval + meta: + id: req_91f662d32e4a4096b8cb31a5b88ac0f5 + created: 1772002006333 + modified: 1772002058590 + isPrivate: false + description: "" + sortKey: -1766459030217.5 + method: POST + body: + mimeType: application/json + text: |- + { + "skip_eval_within_days": 0, + "page_size": 20, + "offset": 0, + "scheduled": false + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/task-schedule/trigger_achievement_timeseries + name: Trigger Achievement Series + meta: + id: req_7dfc4a67f6fb46d0b617a5e4cd259344 + created: 1772162644958 + modified: 1772162724085 + isPrivate: false + description: "" + sortKey: -1772162644958 + method: POST + body: + mimeType: application/json + text: |- + { + "run_date": "2026-02-27", + "scheduled": false + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true - name: Entry-List meta: id: fld_c8218981653c4c9096adfae4c3815ac8 @@ -3651,20 +4271,22 @@ collection: meta: id: req_1be0b1c1865d4dcaafdea2d7af71fc57 created: 1766459030301 - modified: 1767687414506 + modified: 1776306375821 isPrivate: false description: "" sortKey: -1766459030319.5 method: POST body: mimeType: application/json - text: |2- - { - "tenant_id": "PINGCAP", - "user_id": "0197bf90-a01b-74a7-9737-6f69b9551eae", - "limit": 100, - "offset": 0 - } + text: |- + { + "user_id": "0198e71f-220f-7bb2-9fe5-259315197eac", + "limit": 100, + "offset": 0, + "filters": { + "expected_closing_month__in": ["2026-03"] + } + } settings: renderRequestBody: true encodeUrl: true @@ -3706,19 +4328,22 @@ collection: meta: id: req_59684ede95394b2f8d0b9876557d10f3 created: 1766459030301 - modified: 1767688457698 + modified: 1776319571851 isPrivate: false description: "" sortKey: -1766459030321 method: POST body: mimeType: application/json - text: | + text: |- { - "tenant_id": "PINGCAP", - "user_id": "0197bf90-a01b-74a7-9737-6f69b9551eae", - "page_size": 100, - "page": 1 + "tenant_id": "PINGCAP", + "user_id": "0197bf90-a01b-74a7-9737-6f69b9551eae", + "page_size": 100, + "page": 1, + "filters": { + "department": "银行二部" + } } settings: renderRequestBody: true @@ -3761,7 +4386,7 @@ collection: meta: id: req_6e849a897bef4a55b89927fadb027853 created: 1766459030301 - modified: 1766560156893 + modified: 1776243051865 isPrivate: false description: "" sortKey: -1766459030324 @@ -3770,16 +4395,13 @@ collection: mimeType: application/json text: |- { - "tenant_id": "PINGCAP", - "user_id": "01954119-73d7-770a-a0f8-e2f11eba4a34", + "user_id": "0199706c-0e6b-7991-9a37-741913fb1752", "limit": 100, "offset": 0, "high_seas_accounts": true, "filters": { - "unique_id": "bfZRTLlfxJpAUmovTrkLjhR", - "unique_id__in": [ - "bfZRTLlfxJpAUmovTrkLjhR" - ] + "account_id__in":["5f3e5e77006b1e0001cfe107"], + "opportunity_id":"619b465ee2d5ff00014a8bb9" } } headers: @@ -3830,7 +4452,7 @@ collection: meta: id: req_9dfe487b7b7f4b55af12a7af0bae7745 created: 1766459030301 - modified: 1767585060281 + modified: 1778727269148 isPrivate: false description: "" sortKey: -1766459030319 @@ -3840,14 +4462,14 @@ collection: text: |- { "tenant_id": "PINGCAP", - "user_id": "01954119-73d7-770a-a0f8-e2f11eba4a34", - "page_size": 5, + "user_id": "01991914-90f2-7362-a03f-f89f2a3ff93b", + "page_size": 50, "page": 1, "high_seas_accounts": true, "include_forecast_stats": true, "filters": { - }, - "selected_forecast_type": "空" + "expected_closing_quarter": "FY26Q2" + } } settings: renderRequestBody: true @@ -3862,7 +4484,7 @@ collection: meta: id: req_432e4b4cb1d342438a6b77e90877461b created: 1767688548109 - modified: 1767688610883 + modified: 1769140365245 isPrivate: false description: "" sortKey: -1766459030323.5 @@ -3872,7 +4494,7 @@ collection: text: |- { "tenant_id": "PINGCAP", - "user_id": "0197bf90-a01b-74a7-9737-6f69b9551eae", + "user_id": "019ab89d-ab72-7d69-b61e-1ede7450c0c3", "limit": 100, "offset": 0 } @@ -3887,6 +4509,32 @@ collection: send: true store: true rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/entry-list/opportunities/filter" + name: Query Oppoturnities-getFilter-local + meta: + id: req_17a03e0eaa634b46b7e74454c86a81ca + created: 1776305405876 + modified: 1776305551529 + isPrivate: false + description: "" + sortKey: -1766459030319.25 + method: POST + body: + mimeType: application/json + text: |2- + { + "user_id": "0198e71f-220f-7bb2-9fe5-259315197eac", + "column_name":"expected_closing_month" + + } + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true - name: Oppotunity meta: id: fld_d357fa9e4ed74b99a5981d6c20590b58 @@ -4106,12 +4754,12 @@ collection: send: true store: true rebuildPath: true - - url: "{{ _.BASE_URL }}/api/v1/typesense/search/accounts?q=zhongguo" + - url: "{{ _.BASE_URL }}/api/v1/typesense/search/accounts?q=广东安信数通科技有限公司" name: Search Account meta: id: req_620ef2d3c7d44ad6926b8ce5faed43b9 created: 1766459030301 - modified: 1766459030301 + modified: 1769672973875 isPrivate: false description: "" sortKey: -1766459030312 @@ -4152,6 +4800,65 @@ collection: send: true store: true rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/typesense/debug/accounts" + name: DEBUG Search Account by id + meta: + id: req_0df9ebdffd15477b8daa5ed53907f43c + created: 1769671230702 + modified: 1778684417894 + isPrivate: false + description: "" + sortKey: -1766459030311.5 + method: POST + body: + mimeType: application/json + text: |- + { + "tenant_id": "PINGCAP", + "account_id": "1997881206534893599", + "auto_insert": false + } + headers: + - name: Content-Type + value: application/json + - name: User-Agent + value: insomnium/0.2.3-a + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: "{{ _.BASE_URL }}/api/v1/typesense/debug/opportunities/2044704044457836546" + name: DEBUG Search Opp by id + meta: + id: req_8d99754fbb11443f914fc3b4309d9344 + created: 1776395978332 + modified: 1776396034060 + isPrivate: false + description: "" + sortKey: -1766459030311.25 + method: GET + body: + mimeType: application/json + text: "" + headers: + - name: Content-Type + value: application/json + - name: User-Agent + value: insomnium/0.2.3-a + description: "" + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true - name: Metrics meta: id: fld_fc0061946a764f1faebddc92e1ffac65 @@ -4182,6 +4889,246 @@ collection: send: true store: true rebuildPath: true + - name: Validation + meta: + id: fld_91d9cb9bb50447778683b877851ef029 + created: 1769419554790 + modified: 1769419554790 + sortKey: -1769419554790 + description: "" + children: + - url: "{{ _.BASE_URL }}/api/v1/validation/validate" + name: Validate Data + meta: + id: req_683c792a938b41048104089beb422e0c + created: 1769419572080 + modified: 1769477825152 + isPrivate: false + description: "" + sortKey: -1769419572080 + method: POST + body: + mimeType: application/json + text: |- + { + "tenant_id": "PINGCAP" + } + headers: + - name: Content-Type + value: application/json + - name: User-Agent + value: insomnia/12.3.0 + description: "" + disabled: false + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - name: Achievement + meta: + id: fld_466c48623d3e4d9e95198ec3b38d175a + created: 1772162783573 + modified: 1772602980400 + sortKey: -1772162783573 + description: "" + children: + - url: http://localhost:8000/api/v1/achievement/chart + name: Get Chart Points + meta: + id: req_87b51eef76914ed08661ebd07d71fa26 + created: 1772162793096 + modified: 1772162812845 + isPrivate: false + description: "" + sortKey: -1772162793096 + method: POST + body: + mimeType: application/json + text: |- + { + "period_type": "yearly", + "period": "FY26", + "granularity": "daily", + "scope_type": "department", + "scope_ids": [ + "1359", + "1047" + ] + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/achievement/change-table + name: Change Table + meta: + id: req_f0b83cf4142d40b6a274aa362b6930bb + created: 1772602705979 + modified: 1772603470584 + isPrivate: false + description: "" + sortKey: -1772602705979 + method: POST + body: + mimeType: application/json + text: |- + { + "period_type": "quarterly", + "period": "FY26Q2", + "view_level": "company" + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/achievement/drill-down/changes + name: "Drill-down: changes" + meta: + id: req_e5a9e119f3d14a3eb204849f61bc7aac + created: 1772602926326 + modified: 1772602998801 + isPrivate: false + description: "" + sortKey: -1772602926326 + method: POST + body: + mimeType: application/json + text: |- + { + "period_type": "quarterly", + "period": "FY26Q2", + "scope_type": "owner", + "scope_id": "FSUID_AE928CA5BA143DC6275C0B056BCCA038" + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/achievement/drill-down/commit-diff + name: "Drill-down: commit-diff " + meta: + id: req_befa150e3f074850a23100ec4d19c7d1 + created: 1772603010521 + modified: 1772603070917 + isPrivate: false + description: "" + sortKey: -1772603010521 + method: POST + body: + mimeType: application/json + text: |- + { + "period_type": "quarterly", + "period": "FY26Q2", + "scope_type": "department", + "scope_id": "1402", + "perspective": null + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - url: http://localhost:8000/api/v1/achievement/drill-down/opps + name: "Drill-down: opps" + meta: + id: req_f87bb143c87a4c9d93440cc14c8a0d46 + created: 1772603045483 + modified: 1772603115731 + isPrivate: false + description: "" + sortKey: -1772603045483 + method: POST + body: + mimeType: application/json + text: |- + { + "period_type": "quarterly", + "period": "FY26Q2", + "scope_type": "owner", + "scope_id": "FSUID_AE928CA5BA143DC6275C0B056BCCA038", + "forecast_type": "Commit", + "source": "sales" + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true + - name: DataOps + meta: + id: fld_2d8a487078b94c619126b8b4d2bdbef6 + created: 1773193530652 + modified: 1773194326005 + sortKey: -1773193530652 + description: "" + children: + - url: http://localhost:8000/api/v1/dataops/conversion/trigger_metrics + name: Trigger Data Ops Conversion + meta: + id: req_ce8594775bbf47ecaa777d7e5338dfb9 + created: 1773193552152 + modified: 1773194385194 + isPrivate: false + description: "" + sortKey: -1773193552152 + method: POST + body: + mimeType: application/json + text: |- + { + "run_date": "2025-08-13", + "report_date": "2025-08-12", + "dimension": "company" + } + headers: + - name: Content-Type + value: application/json + settings: + renderRequestBody: true + encodeUrl: true + followRedirects: global + cookies: + send: true + store: true + rebuildPath: true cookieJar: name: Default Jar meta: