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README + add tests cases

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Marcelo Arbore
2026-04-29 03:25:57 -03:00
parent 8662a153fe
commit 728d56bb5b
8 changed files with 876 additions and 9 deletions
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SKILL.md
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@@ -78,10 +78,20 @@ Use intents first for recurring business asks.
Use when the ask names one explicit resource and you need opportunities in a close-date window tied to that person through coverage data, with commercial fields coming from Knowledge DV - Opportunities - V2.
- `opportunities-by-manager-close-window`
Use when the ask names one explicit manager email and you need opportunities in a close-date window tied to that hierarchy anchor, with commercial fields coming from Knowledge DV - Opportunities - V2.
- `opportunities-by-owner-close-window`
Use when the ask names one explicit territory owner or seller and you need opportunities in a close-date window.
- `opportunities-by-owner-manager-close-window`
Use when the ask names a manager of territory owners and you need opportunities in a close-date window.
- `workloads-by-owner-current`
Use for current-state workload asks for one explicit territory owner. It defaults to `current-quarter`, `Cloud Infrastructure - Workloads`, and `WORKLOAD`.
- `workloads-by-owner-manager-current`
Use for current-state workload asks for owners under one explicit manager-of-owner. It defaults to `current-quarter`, `Cloud Infrastructure - Workloads`, and `WORKLOAD`.
- `workloads-by-owner-close-window`
Use when the ask names one explicit territory owner or seller and asks for workloads in an explicit close-date window.
- `workloads-by-owner-manager-close-window`
Use when the ask names a manager of territory owners and asks for workloads in an explicit close-date window.
- `workloads-by-resource-close-window`
Use when the ask names one explicit allocated resource and asks for workload revenue lines in a close-date window.
- `workloads-by-manager-resource-close-window`
Use for org-wide workload revenue lines closing inside a direct date window when the ask is about opportunities that have allocated resources under one or more named managers. This intent gets manager/resource linkage only from `Knowledge DV - Presales Involvement Aux - V1`, gets commercial rows only from `Knowledge DV - Opportunities - V2`, filters on `Revenue Line Close Date`, and does not query `DV - SE Team` unless the user explicitly asks for SR details.
- `srs-by-resource`
@@ -140,6 +150,12 @@ Use `--sql` only when `--query` cannot express the ask cleanly.
- For `opportunities-close-window`, close-window intents, and `sa-attach-*` commercial views, date-window flags now constrain `Revenue Line Close Date` directly, including `--week`, `--quarter`, and explicit `--from-date/--to-date`.
- For present-state workload asks about one seller or one seller-manager, prefer `workloads-by-owner-current` or `workloads-by-owner-manager-current`.
- For current-team coverage asks, prefer `opportunities-current-team-close-window`.
- Treat `país` or `country` wording as `--cluster` only when the user names a supported commercial cluster. Do not invent a separate `--country` flag.
- For seller or territory-owner opportunity asks with explicit dates, prefer `opportunities-by-owner-close-window`.
- For seller-manager opportunity asks with explicit dates, prefer `opportunities-by-owner-manager-close-window`.
- For resource workload asks with explicit dates, prefer `workloads-by-resource-close-window`.
- For territory-owner workload asks with explicit dates, prefer `workloads-by-owner-close-window`; keep `workloads-by-owner-current` for current-state or current-quarter asks.
- For territory-owner-manager workload asks with explicit dates, prefer `workloads-by-owner-manager-close-window`; keep `workloads-by-owner-manager-current` for current-state or current-quarter asks.
- For asks like `recursos do <manager de recurso> em pipe na week 2`, prefer `opportunities-by-manager-close-window --manager-email <manager de recurso> --week w2`.
- For asks like `workloads com close date nos proximos 7 dias em oportunidades com recursos abaixo de <manager de recurso 1> e <manager de recurso 2>`, prefer `workloads-by-manager-resource-close-window --manager-email-list <email do manager de recurso 1>,<email do manager de recurso 2> --from-date today --to-date +7d`.
- For that workload-by-manager-resource intent, treat `resourceEmails` as the org-wide allocated resource list from Presales Involvement Aux. The default result is involvement/allocation only; do not fetch SR details unless the user explicitly asks for SRs.