feat: add team-aware CRM queries and project tracking
This commit is contained in:
+43
-3
@@ -1,23 +1,44 @@
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{
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"env": "nb-mcp",
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"dataSource": "main",
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"timezone": "Asia/Shanghai",
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"users": {
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"resource": "users",
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"fields": ["id", "username", "nickname", "email", "f_yh_english_name"],
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"matchFields": ["username", "nickname", "email", "f_yh_english_name"]
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"matchFields": ["username", "nickname", "email", "f_yh_english_name"],
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"labelFields": ["nickname", "f_yh_english_name", "username", "email"]
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},
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"teams": {
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"resource": "t_team_management",
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"idField": "id",
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"nameField": "f_team_name",
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"managerField": "tdgl_manager",
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"memberField": "tdgl_team_members",
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"userStatusField": "yh_status",
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"formalUserStatusValue": "nkluuumb1r1"
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},
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"projects": {
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"resource": "t_projects",
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"idField": "id",
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"nameField": "f_project_name",
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"nameFields": ["f_project_name"],
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"customerField": "client_ID",
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"customerRelationField": "f_projects_client",
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"inquiryDateField": "xm_project_inquiry_date",
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"progressField": "f_projects_progress",
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"applicationsField": "f_projects_applications",
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"partNumbersField": "f_projects_part_numbers",
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"periodUsageField": "f_projects_period_usage",
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"detailsField": "f_projects_details",
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"attachmentField": "f_projects_attachments"
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"attachmentField": "f_projects_attachments",
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"contactField": "f_projects_contacts",
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"followupField": "f_projects_followup_records",
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"updateField": "f_u28gm9h2uzl",
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"updateResource": "t_qxeepjvi39s",
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"updateProjectField": "f_k37rbpi4vye",
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"updateDateField": "f_6g9fw5oqef9",
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"updateContentField": "f_ei16g0ihwwd",
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"updateAttachmentField": "f_6pk5pv17i27"
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},
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"collections": {
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"customers": {
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@@ -61,9 +82,19 @@
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"kh_tags"
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],
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"searchFields": ["f_q2q60q7bqbg", "f_kh_english_name", "f_territorial_name"],
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"nameFields": ["f_q2q60q7bqbg", "f_kh_english_name", "f_territorial_name"],
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"englishNameField": "f_kh_english_name",
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"territorialNameField": "f_territorial_name",
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"statusField": "kh_progress",
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"sourceField": "f_225h6n6v654",
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"ownerField": "kehu_followup_person",
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"managerField": "kehu_manage_person",
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"detailFields": {
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"address": "f_y8iyf2jhana",
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"intro": "f_spgoie0arjq",
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"tags": "kh_tags",
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"followup_interval_days": "f_kyf51uh0ky7"
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},
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"sort": ["-updatedAt"]
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},
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"contacts": {
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@@ -89,6 +120,10 @@
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"f_xmlxr_projects"
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],
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"searchFields": ["f_2zpg91gtmwp", "khlxr_phone_number", "khlxr_email"],
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"nameFields": ["f_2zpg91gtmwp"],
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"titleField": "f_tn8zdm2f938",
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"phoneField": "khlxr_phone_number",
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"emailField": "khlxr_email",
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"customerField": "kehulianxiren_client",
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"sort": ["-updatedAt"]
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},
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@@ -117,8 +152,13 @@
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"customerField": "gjjl_client",
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"contactField": "gjjl_client_contacts",
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"ownerField": "gjjl_followup_person",
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"ownerFields": ["gjjl_followup_person", "createdBy"],
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"ownerFields": ["gjjl_followup_person"],
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"dateField": "f_srysmjkwfq1",
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"contentField": "f_19iplxz0nds",
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"typeField": "gjjl_followup_type",
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"statusField": "f_hskl7gjvos9",
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"projectField": "f_gjjl_projects",
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"locationField": "f_b5c4hfi5og6",
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"sort": ["-f_srysmjkwfq1", "-createdAt"]
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}
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}
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