README + add tests cases

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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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@@ -371,6 +371,20 @@ node .\scripts\fetch-sales-intelligence.mjs `
--forecast-type Forecast
```
### Focused Owner And Resource Close-Window Intents
Use these when the user names one business anchor and an explicit date, week, month, quarter, or relative close-date window.
| Intent | Anchor | Best use |
|---|---|---|
| `opportunities-by-owner-close-window` | `--owner-email` | Opportunities/workloads for one territory owner. |
| `opportunities-by-owner-manager-close-window` | `--owner-manager-email` | Opportunities/workloads for owners under one territory-owner manager. |
| `workloads-by-resource-close-window` | `--resource` | Workload revenue lines where the named resource appears in Presales Involvement Aux. |
| `workloads-by-owner-close-window` | `--owner-email` | Workload revenue lines for one territory owner. |
| `workloads-by-owner-manager-close-window` | `--owner-manager-email` | Workload revenue lines for owners under one territory-owner manager. |
All five support `--date`, `--month`, `--quarter`, `--week`, `--week-year`, `--from-date`, `--to-date`, `--cluster`, and `--limit`. Workload intents also support `--forecast-type`; opportunity intents support `--opty-status`. Use `--cluster` as the available geography filter; do not add or use a separate `--country` flag.
### SA Attach flags
Used by `sa-attach-*` views except `sa-attach-hours-by-opportunity` and `sa-attach-presales-coverage`.