shadow-followup-search

name	shadow.followup_search
description	按商机跟进记录模板执行或预演轻云条件查询请求，并引用当前模板快照与公共选项资源。

Shadow 商机跟进记录 Search

Use this bundle only for the followup object. It is generated from the current approval template snapshot and is intended for Codex-style SKILL.md consumption while remaining readable to other agents such as Claude.

Snapshot

• formCodeId: 0a618c5d806545b997f60e8461b3f504
• source_version: 2026-04-28T10:37:10.888Z
• schema_hash: 52e8c079bd1f567f8b31c0b1d092880264eadf215a694fdf03dadc97ddee5a9b
• field_count: 23
• resolved_public_option_fields: 0
• pending_public_option_fields: 0

Workflow

1. Read references/skill-bundle.json for the fixed skill contract and execution boundary.
2. Read references/template-summary.json for normalized field metadata. Open references/template-raw.json only when the normalized snapshot is insufficient.
3. For any publicOptBoxWidget, inspect references/dictionaries.json before accepting or mapping user input.
4. Prefer the live API defined in references/execution.json; fall back to preview only when you need a dry-run.
5. Never invent fields, dicId values, or aliases that are absent from the referenced snapshot files.

Interaction Strategy

Recommended Flow

• 先把用户口语化描述转成筛选条件，再决定是否继续进入详情读取或写操作。
• 优先使用最少但最有区分度的条件发起查询，结果仍不唯一时再逐步补条件。
• 如果用户下一步要查看详情、更新或删除，先从查询结果中拿到唯一 formInstId。

Parameter Collection

• 优先使用业务标签、展示值和语义槽收集条件，不要反问用户原始 codeId。
• 如果当前条件过宽，只追问下一条最有区分度的筛选信息，不一次性索要全部字段。
• 关联字段在只有展示值时先走展示值查询；只有已经拿到关联记录 id / 对象时才走精确关系查询。

Clarification Rules

• 当 没有提取到任何可用筛选条件 时：追问对象名、关键词、编码、日期或关联对象中的最小必要条件。
• 当 结果集为空且用户预期系统中应有数据 时：提示用户补充一个新的区分条件，并说明当前 operatorOpenId 视图可见性也可能影响结果。
• 当 结果有多个候选且用户要继续 get / update / delete 时：返回精简候选列表，请用户选定唯一记录后再继续后续技能。

Disambiguation Rules

• 关联字段若命中多个候选，不自动猜测，返回候选并要求用户选定。

Target Resolution

• 用户模糊提到某条记录时，优先走 search，而不是先要求 formInstId。
• 禁止根据名称、简称、上下文或猜测直接构造 formInstId、关联记录 id 或 dicId。

Execution Guardrails

• search 保持只读；任何后续写入都必须经过独立 preview 与确认链路。
• 当前未纳入查询支持的字段（如 地理位置(Lo_0, locationWidget) 当前未纳入影子技能查询支持、说明文字(De_0, describeWidget) 当前未纳入影子技能查询支持、说明文字(De_1, describeWidget) 当前未纳入影子技能查询支持 等 5 项）不能被近似拼装为查询条件。

Input Rules

• Required params: (none)

• Optional params: Te_4, Ra_2, Te_1, Te_0, Ra_0, Ra_1, Bd_4, linked_opportunity_form_inst_id, _S_APPLY, linked_customer_form_inst_id, Da_0, Da_1, owner_open_id, _S_SERIAL, _S_DATE, Ta_0, _S_DEPT, _S_TITLE

• Derived params: (none)

• Confirmation policy: no_confirmation_required

• This is a read / preview skill and does not require write confirmation.

• Relation field Bd_4 maps to Bd_4; exact search uses _S_SERIAL as _name_, target formCodeId is eea919bb0e69418698ff457e74cc1c2b.

• Relation field linked_opportunity_form_inst_id maps to Bd_3; exact search uses _S_SERIAL as _name_, target formCodeId is b1869173654e49fbac0b1fc6ad37e761.

• Relation field linked_customer_form_inst_id maps to Bd_0; exact search uses _S_ENCODE as _name_, target formCodeId is e2cfd2aef9bf4576a760aa1c6a557170.

• Search input aligns to search2Gen. Search pageSize must stay within 1..100. For basicDataWidget, exact match should include operator; the value may be formInstId/id, a full relation object, or an explicit token. If the input is display text only, omit operator or use contain / like; exact-like operators automatically downgrade to display-text search when no linked record id can be resolved. Date search normalizes to range with Shanghai-time timestamps and lightFieldMap.plusDay=false.

Search Coverage

• Base searchable params (15): Te_4, Ra_2, Te_1, Te_0, Ra_0, Ra_1, _S_APPLY, Da_0, Da_1, owner_open_id, _S_SERIAL, _S_DATE, Ta_0, _S_DEPT, _S_TITLE
• Relation searchable params (3): Bd_4 -> Bd_4 (displayCol: _S_SERIAL, formCodeId: eea919bb0e69418698ff457e74cc1c2b), linked_opportunity_form_inst_id -> Bd_3 (displayCol: _S_SERIAL, formCodeId: b1869173654e49fbac0b1fc6ad37e761), linked_customer_form_inst_id -> Bd_0 (displayCol: _S_ENCODE, formCodeId: e2cfd2aef9bf4576a760aa1c6a557170)
• Not auto-generated for search: 地理位置(Lo_0, locationWidget), 说明文字(De_0, describeWidget), 说明文字(De_1, describeWidget), 说明文字(De_2, describeWidget), 附件(At_0, attachmentWidget)

Public Option Rules

• Resolved dictionaries may accept title, dicId, or {title,dicId} and must normalize to [{title,dicId}].
• Unresolved dictionaries must not use title-only guessing. Only explicit {title,dicId} input is allowed.
• If a public option field is unresolved and the caller does not provide an explicit value, leave the field unset.

Execution

• Internal preview API: POST /api/shadow/objects/followup/preview/search
• Internal live API: POST /api/shadow/objects/followup/execute/search
• Upstream LightCloud preview target: POST https://www.yunzhijia.com/gateway/lightcloud/data/searchList?accessToken={accessToken}
• Upstream LightCloud live target: POST https://www.yunzhijia.com/gateway/lightcloud/data/searchList?accessToken={accessToken}
• This bundle is generated for phase 0.6.0; read operations may execute against LightCloud, while writes remain preview-first.

References

• references/skill-bundle.json
• references/template-summary.json
• references/template-raw.json
• references/dictionaries.json
• references/execution.json