feat: add team-aware CRM queries and project tracking

This commit is contained in:
nac
2026-08-14 11:00:13 +00:00
parent 4b098eb4dd
commit 76e4cbf58a
13 changed files with 2761 additions and 263 deletions
+43 -3
View File
@@ -1,23 +1,44 @@
{
"env": "nb-mcp",
"dataSource": "main",
"timezone": "Asia/Shanghai",
"users": {
"resource": "users",
"fields": ["id", "username", "nickname", "email", "f_yh_english_name"],
"matchFields": ["username", "nickname", "email", "f_yh_english_name"]
"matchFields": ["username", "nickname", "email", "f_yh_english_name"],
"labelFields": ["nickname", "f_yh_english_name", "username", "email"]
},
"teams": {
"resource": "t_team_management",
"idField": "id",
"nameField": "f_team_name",
"managerField": "tdgl_manager",
"memberField": "tdgl_team_members",
"userStatusField": "yh_status",
"formalUserStatusValue": "nkluuumb1r1"
},
"projects": {
"resource": "t_projects",
"idField": "id",
"nameField": "f_project_name",
"nameFields": ["f_project_name"],
"customerField": "client_ID",
"customerRelationField": "f_projects_client",
"inquiryDateField": "xm_project_inquiry_date",
"progressField": "f_projects_progress",
"applicationsField": "f_projects_applications",
"partNumbersField": "f_projects_part_numbers",
"periodUsageField": "f_projects_period_usage",
"detailsField": "f_projects_details",
"attachmentField": "f_projects_attachments"
"attachmentField": "f_projects_attachments",
"contactField": "f_projects_contacts",
"followupField": "f_projects_followup_records",
"updateField": "f_u28gm9h2uzl",
"updateResource": "t_qxeepjvi39s",
"updateProjectField": "f_k37rbpi4vye",
"updateDateField": "f_6g9fw5oqef9",
"updateContentField": "f_ei16g0ihwwd",
"updateAttachmentField": "f_6pk5pv17i27"
},
"collections": {
"customers": {
@@ -61,9 +82,19 @@
"kh_tags"
],
"searchFields": ["f_q2q60q7bqbg", "f_kh_english_name", "f_territorial_name"],
"nameFields": ["f_q2q60q7bqbg", "f_kh_english_name", "f_territorial_name"],
"englishNameField": "f_kh_english_name",
"territorialNameField": "f_territorial_name",
"statusField": "kh_progress",
"sourceField": "f_225h6n6v654",
"ownerField": "kehu_followup_person",
"managerField": "kehu_manage_person",
"detailFields": {
"address": "f_y8iyf2jhana",
"intro": "f_spgoie0arjq",
"tags": "kh_tags",
"followup_interval_days": "f_kyf51uh0ky7"
},
"sort": ["-updatedAt"]
},
"contacts": {
@@ -89,6 +120,10 @@
"f_xmlxr_projects"
],
"searchFields": ["f_2zpg91gtmwp", "khlxr_phone_number", "khlxr_email"],
"nameFields": ["f_2zpg91gtmwp"],
"titleField": "f_tn8zdm2f938",
"phoneField": "khlxr_phone_number",
"emailField": "khlxr_email",
"customerField": "kehulianxiren_client",
"sort": ["-updatedAt"]
},
@@ -117,8 +152,13 @@
"customerField": "gjjl_client",
"contactField": "gjjl_client_contacts",
"ownerField": "gjjl_followup_person",
"ownerFields": ["gjjl_followup_person", "createdBy"],
"ownerFields": ["gjjl_followup_person"],
"dateField": "f_srysmjkwfq1",
"contentField": "f_19iplxz0nds",
"typeField": "gjjl_followup_type",
"statusField": "f_hskl7gjvos9",
"projectField": "f_gjjl_projects",
"locationField": "f_b5c4hfi5og6",
"sort": ["-f_srysmjkwfq1", "-createdAt"]
}
}