shadow-followup-get

name	shadow.followup_get
description	按formInstId执行或预演商机跟进记录详情读取请求，并引用当前模板快照与公共选项资源。

Shadow 商机跟进记录 Get

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

• 仅在目标记录已经唯一确定时使用本技能。
• 优先消费用户显式提供的 form_inst_id 或上一跳 search 的结果。
• 如果用户仍是模糊描述，先退回对应对象的 search 技能完成目标定位。

Parameter Collection

• get 阶段只补目标识别信息，不补问与当前详情读取无关的可写字段。

Clarification Rules

• 当 缺少 form_inst_id 时：改走对应对象的 search，或请用户从候选结果中指定唯一记录。
• 当 用户给的是名称/编码，但还没有唯一定位 时：先做 search 缩小范围，再携带准确 formInstId 调用 get。

Disambiguation Rules

• 不要根据名称、编码或自然语言描述直接猜测详情目标。

Target Resolution

• 唯一 form_inst_id 是 get 的硬前置条件。

Execution Guardrails

• get 是只读动作；若下一步要修改数据，应保留本次返回的 formInstId 再切到 update。

Input Rules

• Required params: form_inst_id

• Optional params: (none)

• Derived params: (none)

• Confirmation policy: no_confirmation_required

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

• form_inst_id is mandatory. Do not guess it from customer names or fuzzy search results.

• 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.

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/get
• Internal live API: POST /api/shadow/objects/followup/execute/get
• Upstream LightCloud preview target: POST https://www.yunzhijia.com/gateway/lightcloud/data/list?accessToken={accessToken}
• Upstream LightCloud live target: POST https://www.yunzhijia.com/gateway/lightcloud/data/list?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