neo-cmp-cli 1.13.15 → 1.13.16
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/docs//351/200/232/347/224/250/344/273/243/347/220/206/346/216/245/345/217/243/forward.zip +0 -0
- package/docs//351/200/232/347/224/250/344/273/243/347/220/206/346/216/245/345/217/243//350/207/252/345/256/232/344/271/211API:/351/200/232/347/224/250/344/273/243/347/220/206/346/216/245/345/217/243/344/275/277/347/224/250/350/257/264/346/230/216.md +13 -0
- package/package.json +1 -1
- package/template/antd-custom-cmp-template/package.json +1 -1
- package/template/asset-manage-template/package.json +1 -1
- package/template/echarts-custom-cmp-template/package.json +1 -1
- package/template/empty-custom-cmp-template/package.json +1 -1
- package/template/map-custom-cmp-template/package.json +1 -1
- package/template/neo-bi-cmps/package.json +1 -1
- package/template/neo-custom-cmp-template/package.json +1 -1
- package/template/neo-h5-cmps/package.json +1 -1
- package/template/neo-order-cmps/package.json +1 -1
- package/template/neo-web-entity-grid/package.json +1 -1
- package/template/neo-web-form/package.json +1 -1
- package/template/react-custom-cmp-template/package.json +1 -1
- package/template/react-ts-custom-cmp-template/package.json +1 -1
- package/template/vue2-custom-cmp-template/package.json +1 -1
- package/template/neo-bi-cmps/docs/gartner-pipeline-apis.md +0 -251
- package/template/neo-bi-cmps/docs/gartner-pipeline-prd.md +0 -389
- package/template/neo-bi-cmps/docs/neo-backend-dev/SKILL.md +0 -188
- package/template/neo-bi-cmps/docs/neo-backend-dev/references/01-Trigger/345/274/200/345/217/221.md +0 -183
- package/template/neo-bi-cmps/docs/neo-backend-dev/references/02-/350/207/252/345/256/232/344/271/211API/345/274/200/345/217/221.md +0 -196
- package/template/neo-bi-cmps/docs/neo-backend-dev/references/03-SDK/345/267/245/345/205/267/347/261/273/346/216/245/345/217/243.md +0 -346
- package/template/neo-bi-cmps/docs/neo-backend-dev/references/04-/350/256/241/345/210/222/344/275/234/344/270/232/345/274/200/345/217/221.md +0 -188
- package/template/neo-bi-cmps/docs/neo-backend-dev/references/05-/351/241/265/351/235/242/345/274/200/345/217/221.md +0 -293
- package/template/neo-bi-cmps/docs/neo-backend-dev/references/06-/346/265/201/347/250/213/346/211/251/345/261/225/345/274/200/345/217/221.md +0 -175
- package/template/neo-bi-cmps/docs/neo-backend-dev/references/PaaS/345/271/263/345/217/260/345/274/200/345/217/221/346/211/213/345/206/214/350/247/243/350/257/273.md +0 -313
- package/template/neo-bi-cmps/docs/neo-backend-dev/references/auth-config.md +0 -77
- package/template/neo-bi-cmps/docs/neo-backend-dev/scripts/deploy_server_script.py +0 -118
- package/template/neo-bi-cmps/docs/neo-backend-dev/scripts/download_server_script.py +0 -74
- package/template/neo-bi-cmps/docs/neo-backend-dev/scripts/gen_entity_desc.py +0 -69
- package/template/neo-bi-cmps/docs/neo-backend-dev/scripts/gen_entitylist.py +0 -87
- package/template/neo-bi-cmps/docs/neo-backend-dev/scripts/query_crm.py +0 -65
- package/template/neo-bi-cmps/docs/neo-backend-dev/scripts/uninstall_server_script.py +0 -48
- package/template/neo-bi-cmps/docs/neo-backend-dev/scripts/update_model_jar.py +0 -49
- package/template/neo-bi-cmps/docs/neo-frontend-dev/SKILL.md +0 -138
- package/template/neo-bi-cmps/docs/neo-frontend-dev/references/auth-config.md +0 -77
- package/template/neo-bi-cmps/docs/neo-frontend-dev/references/component-dev.md +0 -205
- package/template/neo-bi-cmps/docs/neo-frontend-dev/references/entityTable-example.md +0 -167
- package/template/neo-bi-cmps/docs/neo-frontend-dev/references/templates.md +0 -38
- package/template/neo-bi-cmps/docs/neo-frontend-dev/scripts/gen_entity_desc.py +0 -69
- package/template/neo-bi-cmps/docs/neo-frontend-dev/scripts/gen_entitylist.py +0 -87
- package/template/neo-bi-cmps/docs/neo-frontend-dev/scripts/query_crm.py +0 -65
- package/template/neo-bi-cmps/docs/prototype-pipeline-forecasting.html +0 -2453
- package/template/neo-bi-cmps/docs//350/264/246/345/217/267/347/233/270/345/205/263/344/277/241/346/201/257.md +0 -10
package/docs//351/200/232/347/224/250/344/273/243/347/220/206/346/216/245/345/217/243/forward.zip
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> **更新时间**:2026-04-01
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> **模块**:商机Pipeline管理
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> **状态**:初步设计
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> **原型参考**:`docs/htmls/forecasting-prototype.html` — Pipeline Tab
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---
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# 商机Pipeline管理 — 接口设计文档
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---
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# 一、自定义API相关对象和查询接口
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本章列出Pipeline功能涉及的核心数据实体及其关键字段,供接口设计和数据建模参考。
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## 1.1 商机阶段信息
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Open API:根据商机业务类型查询商机阶段
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接口URL:`/rest/neobi/v2.0/query/queryByCustomSQL`
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## 1.2 商机信息
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Open API:获取销售机会信息
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接口URL:`/rest/data/v2.0/xobjects/opportunity/{id}`
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## 1.3 自定义实体数据查询
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## 1.4 商机历史快照
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使用BI提供的自定义SQL查询接口获取快照数据。
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> Open API:数据平台接口 — 自定义 SQL 查询
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> 接口URL:`/rest/neobi/v2.0/query/queryByCustomSQL`
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> 接口示例:
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select opportunity_1_opportunityName,
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opportunity_1_money
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from biCustomModel_397169_20260401104916618 limit 100
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## 1.5 商机健康度评估信息
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> Open API:没有Open API,内部可调用业务接口,获取商机健康度结果接口
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> 接口URL:/rest/ai/v2.0/agent/apps/health_assessment/get_health_assessment_result
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## 1.6 部门人员信息
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Open API:获取当前用户可见的人员列表
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接口URL:待确认(平台标准接口)
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## 1.7 权限内业务类型
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Open API:获取当前用户权限内的商机业务类型列表及系统默认值
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接口URL:待确认
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## 1.8 提示词模板调用接口
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PromptTemplateResponse execute = ScriptAIPromptTemplateService.instance().execute(template);
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int code = execute.getCode();
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String errorMessage = execute.getErrorMsg();
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## 1.9 查询BI视图数据
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Open API:按照筛选条件查询视图数据
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接口URL:`/rest/neobi/v2.0/bestoractices/queryDataTask`
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---
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# 二、聚合接口设计
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基于Pipeline Tab各组件的数据需求,设计以下聚合接口。聚合接口在BFF层实现,内部调用第一章的单接口进行数据组装。
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## 2.0 接口总览
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| 编号 | 聚合接口 | 触发时机 | 服务的组件 | 调用的单接口 |
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| ----- | -------------------- | -------------------------------- | ----------------------- | --------------------------- |
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| AGG-1 | 获取筛选项初始化数据 | 页面初始化(仅一次) | 全局筛选栏 | 部门架构接口 + 业务类型接口 |
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| AGG-2 | 获取BI视图与AI洞察 | 页面初始化 / 点击✨按钮 | BI视图图表 + AI分析弹窗 | 1.9 + 1.8 |
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| AGG-3 | 获取阶段切换区数据 | 页面初始化 / 筛选变更 | Stage Tabs | 1.1 + 1.2 + 1.4 |
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| AGG-4 | 获取商机列表数据 | 页面初始化 / 筛选变更 / 阶段切换 | 商机明细表格 | 1.2 + 1.5 + 1.6 |
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## 2.1 AGG-1:获取筛选项初始化数据
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页面初始化时调用一次,获取筛选栏所需的选项数据和默认值。
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**处理流程**:
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1. 调用1.7部门人员信息接口,获取当前用户可见的部门架构及人员列表;默认选择当前用户
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2. 调用1.8权限内业务类型接口,获取业务类型列表;默认选择defaultBusiType(API Key)
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| 字段 | Opp API Key
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| ---------------- | --------------- |
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| closeDate | closeDate |
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| Owner | ownerId |
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| Entity Type | entityType |
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## 2.2 AGG-2:获取BI视图与AI洞察
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本接口分为两部分,分步调用。
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### 2.2.1 BI视图数据
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页面初始化或筛选变更时调用,分别调用1.9查询两个BI看板的视图数据,以3个筛选项(结单日期、业务类型、所有人)作为入参。对于阶段平均停留时间视图,还需额外调用1.3查询各阶段的基准值和保底值。
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**BI看板ID**:
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| 看板 | BI看板ID |
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|------|---------|
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| 商机漏斗(Pipeline Funnel) | 4264464770007375 |
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| 平均停留时间(Avg. Time in Stage) | 4264466340118875 |
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**处理流程**:
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1. **商机漏斗**:前端按当前筛选条件组装请求参数,调用1.9接口(viewId=4264464770007375),将返回的数据用于漏斗图渲染(各阶段金额、数量、转化率等)
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2. **平均停留时间**:
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- 调用1.9接口(viewId=4264466340118875),获取各阶段的实际平均停留时间
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- 调用1.3自定义实体数据查询接口,查询自定义对象**Opportunity Stage Plan**(APIKey:customEntity105__c),根据当前商机业务类型opp type(APIKey:customItem1__c)+阶段Stage Name(APIKey:customItem2__c),获取各阶段的Target(基准值Reference Advancing Duration(APIKey:customItem3__c))和Limit(保底值Longest Advancing Duration(APIKey:customItem4__c))
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- 前端将实际停留时间与Target/Limit合并渲染条形图
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### 2.2.2 AI洞察分析
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点击✨按钮时调用,将2.2.1已获取的BI视图数据作为上下文,调用1.8提示词模板接口生成AI洞察文本。
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**提示词模板**:API Key = `analyze_BI_insight__c`
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**模板入参**:
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| Raw Data(APIKey:raw_data) | String | BI看板数据(2.2.1返回的columns+rows)+ 基准值/保底值(仅平均停留时间看板需要附加) |
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| business_context(APIKey:business_context)| String | 背景说明,根据当前BI看板类型传入固定文案(见下方) |
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**business_context固定文案**:
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- **商机漏斗**:`This funnel visualizes the end-to-end sales conversion from each opportunity stage to closed-won, tracking opportunity count, sales amount and stage-by-stage conversion rate across sales stages, to identify pipeline bottlenecks and evaluate sales conversion efficiency.`
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- **平均停留时间**:`This bar chart displays the average time opportunities spend in each sales stage, measured as a percentage of the total sales cycle, to pinpoint process bottlenecks and optimize sales cycle efficiency.`
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**处理流程**:
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1. 前端将2.2.1已获取的BI视图数据作为Data传入,避免重复查询;平均停留时间看板需同时附加1.3查询到的Target/Limit数据
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2. 根据当前BI看板类型,传入对应的business_context固定文案
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3. 调用1.8提示词模板接口(API Key: `analyze_BI_insight__c`)执行AI生成
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4. 返回洞察文本,前端展示在AI Insight弹窗中
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## 2.3 AGG-3:获取阶段切换区数据
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筛选条件变更时调用,返回Stage Tabs阶段切换区组件的数据(各阶段汇总及变动信息)。
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**处理流程**:
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1. 调用1.1商机阶段信息接口,获取当前业务类型的阶段列表(含排序)
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2. 调用1.2商机信息接口,按筛选条件(Close Date、Owner、Business Type)批量查询商机,按阶段分组汇总当前金额和数量
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| 字段 | Opp API Key |
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| ---------------- | --------------- |
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| Amount | money |
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| Sales Stage | saleStageId |
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3. 调用1.4商机历史快照接口,查询changesSince基准日期的快照数据,按阶段分组汇总基准金额和基准数量
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**历史快照字段参数**:
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| Amount | opportunity_1_money |
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| Close Date | opportunity_1_closeDate |
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| ID | opportunity_1__id |
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| Sales Stage | opportunity_1_saleStageId |
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| Opportunity Name | opportunity_1_opportunityName |
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4. 金额变动 = 当前阶段金额 − 基准快照阶段金额;数量变动 = 当前阶段数量 − 基准快照阶段数量
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5. 判断变动方向(up/down/none)
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## 2.4 AGG-4:获取商机列表数据
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阶段切换或筛选变更时调用,分两个阶段加载数据:列表首屏加载和Hover按需加载。
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### 2.4.1 列表首屏加载
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**处理流程**:
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1. 调用1.2商机信息接口,按筛选条件+阶段(默认选择第一个阶段)+排序(默认按照销售金额倒叙)+分页查询商机列表,获取所有列表展示字段
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207
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2. AI Score等级标签(level字段)可从商机对象直接获取,无需调用1.6,随列表一并返回
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208
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-
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|
209
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-
|
|
210
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-
| Field | Opp API Key |
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|
211
|
-
|-------|---------|
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212
|
-
| Opportunity Name | opportunityName |
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213
|
-
| Amount | money |
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|
214
|
-
| Close Date |closeDate |
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|
215
|
-
| Stage | saleStageId|
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216
|
-
| AI Score | oppHealthAssessmentScore |
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|
217
|
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| Last Activitvy | recentActivityRecordTime |
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|
218
|
-
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|
219
|
-
### 2.4.2 Hover按需加载
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220
|
-
|
|
221
|
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以下数据仅在用户鼠标hover时触发,按需调用,避免首屏加载过重。
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|
222
|
-
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|
223
|
-
**变动详情(Amount / Close Date / Stage)**:
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|
224
|
-
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|
225
|
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- 触发时机:用户hover某条商机的变动箭头
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|
226
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- 调用接口:1.5商机历史快照接口
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|
227
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- 入参:opportunityId + changesSince基准日期
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|
228
|
-
- 处理:查询该商机在基准日期的快照,与当前实时数据逐字段(Amount/CloseDate/Stage)比对,用当前值-基准日期的值,计算变动方向、变动前后值
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229
|
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- 变动时间:调用1.2接口,取商机上的3个时间字段,AmoutChanged(API Key:customItem246__c)、ClosedDateChanged(API Key:customItem247__c)、StageChanged(API Key:customItem245__c)
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|
230
|
-
|
|
231
|
-
|
|
232
|
-
**AI Score详情**:
|
|
233
|
-
|
|
234
|
-
- 触发时机:用户hover某条商机的AI Score标签
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|
235
|
-
- 调用接口:1.6商机健康度评估信息接口
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|
236
|
-
- 入参:opportunityId
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|
237
|
-
- 返回:四维评分及AI摘要summary
|
|
238
|
-
|
|
239
|
-
**WinRate详情**:
|
|
240
|
-
|
|
241
|
-
- 触发时机:用户hover某条商机的AI Win Rate标签
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|
242
|
-
- 调用接口:1.2查询商机
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|
243
|
-
- 入参:opportunityId
|
|
244
|
-
- 返回:如下
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|
245
|
-
|
|
246
|
-
| Field | Opp API Key |
|
|
247
|
-
|-------|---------|
|
|
248
|
-
| baseline | customItem244__c |
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|
249
|
-
| positiveFactors | customItem241__c |
|
|
250
|
-
| negativeFactors |customItem242__c |
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|
251
|
-
| winRate | customItem239__c|
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