shadow-opportunity-create

name	shadow.opportunity_create
description	按商机模板预演轻云新建请求，并引用当前模板快照与公共选项资源。

Shadow 商机 Create

Use this bundle only for the opportunity 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: b1869173654e49fbac0b1fc6ad37e761
• source_version: 2026-04-28T10:39:48.776Z
• schema_hash: 6a797384d8b4c6f40ec31bf11b2e38b081dd6a4f1e012e5b1d59a07f2229cb24
• field_count: 35
• 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. Use the preview defined in references/execution.json first; after explicit confirmation, call the live API.
5. Never invent fields, dicId values, or aliases that are absent from the referenced snapshot files.

Interaction Strategy

Recommended Flow

• 先把用户意图映射成业务语义参数，而不是要求其按模板字段码录单。
• 优先吸收当前对话里已经给出的值，再只追问缺失必填或高价值字段。
• 关系、人员、公共选项和附件先完成解析与校验，再生成 preview。
• 向用户展示将要写入的关键字段摘要，得到明确确认后才执行 live write。

Parameter Collection

• 追问时使用业务标签，例如 linked_customer_form_inst_id (客户编号)、opportunity_name (机会名称)、sales_stage (销售阶段) 等 5 项，不要直接暴露 codeId。
• 允许用户分多轮补充信息，不要一次性索要全部可选字段。
• 用户只给自然语言描述时，先保留原意图，再补齐必填和引用信息。
• 当用户只说“关联松井客户/挂到某联系人”这类口语化关系时，先 search 关联对象拿到精确记录，再回填。
• 人员字段默认收 open_id；若用户只给姓名且存在歧义，需要继续确认到具体人员。
• 附件字段先走上传技能或上传接口，拿到文件对象后再写入当前 skill。

Clarification Rules

• 当 缺少必填字段 时：只追问当前创建必须补齐的字段，优先使用业务标签而不是参数名或字段码。
• 当 关联对象、人员或公共选项值无法唯一解析 时：返回候选或要求补充精确标识，不要自动猜测写入值。
• 当 用户要求写入当前未支持的字段 时：明确指出该字段当前未被影子技能支持，并建议留空或改走专门技能。

Disambiguation Rules

• 关系字段如果命中多个记录，必须让用户选定唯一候选，不允许静默挑一个。

Target Resolution

• create 不需要当前对象 formInstId，但所有关联对象都必须在写前解析成精确 id 或关系对象。

Execution Guardrails

• 先 preview，再确认，再 live write。
• 不要为了凑齐 payload 发明默认值、dicId、关联记录或人员标识。
• 用户未提及的可选字段默认保持不写入，而不是自动补全。

Input Rules

• Required params: linked_customer_form_inst_id, opportunity_name, sales_stage, expected_close_date, opportunity_budget

• Optional params: Te_11, Te_10, linked_contact_form_inst_id, Ta_1, Ta_0, At_0, Ra_6, Te_5, Te_1, Te_0, Ra_0, Ra_1, Te_9, Te_8, Te_7, Te_6, owner_open_id, Nu_0

• Derived params: _S_TITLE

• Confirmation policy: required_before_write

• This write skill now exposes a live write API. Use preview first, then call live write only after explicit user confirmation.

• Person fields should use Yunzhijia personnel open_id values. Single-select person params may be passed as a plain open_id string and will be normalized to the LightCloud string-array format.

• Attachment fields accept either a single uploaded file object or an array. Upload local files first with $approval.file_upload, then pass {fileId,fileName,fileSize,fileType,fileExt} objects exactly as returned by the file-upload skill or internal upload API.

• basicDataWidget relation fields accept a linked formInstId/id string, a {formInstId}/{id} object, or a full relation object. Write paths resolve them into LightCloud relation objects; search exact-match paths normalize them into [{_id_,_name_}], while display-text search uses the linked display field value directly.

• Relation field linked_contact_form_inst_id maps to Bd_2; exact search uses _S_NAME as _name_, target formCodeId is a3ccc61c75c34cb28a7113a311418080.

• Relation field linked_customer_form_inst_id maps to Bd_1; exact search uses _S_ENCODE as _name_, target formCodeId is e2cfd2aef9bf4576a760aa1c6a557170.

Field Audit

• 模板必填（需用户补齐）: linked_customer_form_inst_id -> 客户编号(Bd_1, basicDataWidget, source=internal_get_form_by_code_id), opportunity_name -> 机会名称(Te_16, textWidget, source=internal_get_form_by_code_id), sales_stage -> 销售阶段(Ra_5, radioWidget, source=internal_get_form_by_code_id), expected_close_date -> 预计成交时间(Da_0, dateWidget, source=internal_get_form_by_code_id), opportunity_budget -> 商机预算（元）(Nu_1, numberWidget, source=internal_get_form_by_code_id)
• 条件必填（preview 触发校验）: (none)
• 自动派生（preview/live 自动生成）: _S_TITLE -> 标题(_S_TITLE, textWidget, source=internal_get_form_by_code_id)
• 只读不暴露（用户输入会被阻断）: _S_SERIAL -> 商机编号(_S_SERIAL, serialNumWidget, source=internal_get_form_by_code_id), _S_DATE -> 申请日期(_S_DATE, dateWidget, source=internal_get_form_by_code_id), Te_17 -> 客户名称(Te_17, textWidget, source=internal_get_form_by_code_id), _S_APPLY -> 提交人(_S_APPLY, personSelectWidget, source=internal_get_form_by_code_id), De_0 -> 说明文字(De_0, describeWidget, source=internal_get_form_by_code_id), De_1 -> 说明文字(De_1, describeWidget, source=internal_get_form_by_code_id), De_2 -> 说明文字(De_2, describeWidget, source=internal_get_form_by_code_id), De_3 -> 说明文字(De_3, describeWidget, source=internal_get_form_by_code_id), De_5 -> 说明文字(De_5, describeWidget, source=internal_get_form_by_code_id), De_6 -> 说明文字(De_6, describeWidget, source=internal_get_form_by_code_id), _S_DEPT -> 所属部门(_S_DEPT, departmentSelectWidget, source=internal_get_form_by_code_id)

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/opportunity/preview/upsert
• Internal live API: POST /api/shadow/objects/opportunity/execute/upsert
• Upstream LightCloud preview target: POST https://www.yunzhijia.com/gateway/lightcloud/data/batchSave?accessToken={accessToken}
• Upstream LightCloud live target: POST https://www.yunzhijia.com/gateway/lightcloud/data/batchSave?accessToken={accessToken}
• This bundle is generated for phase 0.6.0; live write is enabled and should only be used after explicit user confirmation.

References

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