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getting-started/quick-tour 第 1 节(三语)整节失实:落地页不是 CRM Overview 而是 Executive Overview,5 条要点里 4 条不对应任一块仪表盘的 tile #971

Description

@yinlianghui

发现自 #960 / PR #968 的实施过程(把同一页 :35-:44 的导航表按 src/apps/crm.app.ts 写实时顺带读到第 1 节)。

基线 origin/main = 4705aed5(平台 17.0.0-rc.3)。不与 #960 / PR #968 重叠:那单的面严格限定在第 2 节那张导航表,完全不碰第 1 节。

事实

content/docs/getting-started/quick-tour.mdx:10-20(zh-Hans 同址 :10-:20,zh-Hant :10-:18,三语同形):

## 1. The home dashboard

The first thing you see is the **CRM Overview** dashboard. It tells you:

- How many **open leads** you have.
- How many **opportunities** are in your pipeline.
- Any **cases** awaiting your response.
- Top accounts by pipeline value.
- Recent activity (last calls, meetings, emails).

落地页认错了

src/apps/crm.app.ts:33-39 的 nav_home 是 type: 'dashboard'、dashboardName: 'executive_dashboard',源码注释写明 "Pinned landing — single executive view, single click from launcher."。而 executive_dashboard 的 label 是 Executive Overview(src/dashboards/executive.dashboard.ts:25-26;zh-CN 语言包为「高管总览」)。

叫 CRM Overview 的是另一块:crm_overview_dashboard(src/dashboards/crm.dashboard.ts:27-28),它挂在 group_insights 下的 nav_crm_dashboard(src/apps/crm.app.ts:151)——而 group_insights 未声明 expanded,默认收起,所以新用户既不会"第一眼看到"它,默认也点不到。

5 条要点里只有 1 条对得上

executive_dashboard 的 8 个 widget title(src/dashboards/executive.dashboard.ts):Total Revenue (YTD)、Active Accounts、Total Contacts、Open Leads、Revenue Trend、Revenue by Industry、New Accounts、Accounts by Industry。

页面要点 实况
open leads ✅ Open Leads(:113)
opportunities in your pipeline ❌ 本盘无商机/管道 tile。crm_overview_dashboard 上有 Active Deals(crm.dashboard.ts:74),但那是另一块盘
cases awaiting your response ❌ 两块盘都没有任何工单 tile。工单类 tile 在 service_dashboard 上(参见 #948 / PR #955)
Top accounts by pipeline value ❌ 本盘是 Accounts by Industry(:175)与 New Accounts(:154),都不是按管道价值排名的客户榜。crm_overview_dashboard 上最接近的是 Pipeline by Owner(crm.dashboard.ts:180),按负责人不按客户
Recent activity (last calls, meetings, emails) ❌ 两块盘都没有互动/活动 tile。活动类 tile 在 sales_activity_dashboard 上

即:整节描述的是一块并不存在的"混合盘"——名字取自 crm_overview_dashboard,要点取自 service / activity 等其他几块盘,而用户真正落到的 executive_dashboard 有 8 个 tile,页面只说中了 1 个。

为什么要紧

这是《快速上手》的第一句话。#960 / PR #968 刚把同页第 2 节的导航表按源码整表写实并加了守卫 test/docs-quick-tour-navigation.test.ts;那张表里 Home 一行现在明确写着它打开的是 Executive Overview,与第 1 节首句直接冲突——同一页自相矛盾,而第 1 节还在最前面。

边界与口径建议

Refs #960 #968 #948 #955

Activity

  1. added
    documentationImprovements or additions to documentation
    pm:queueReady for the PM dispatch loop
    pm:dispatchedDispatched to a dev agent by /pm-dispatch
    and removed
    pm:queueReady for the PM dispatch loop
    on Aug 6, 2026
  2. self-assigned this
    on Aug 6, 2026
  3. yinlianghui commented on Aug 6, 2026

    @yinlianghui
    CollaboratorAuthor

    🔒 认领(/pm-dispatch R33)— session session_01VHrPAGEgFDoHjphqYG4BMa,分支 claude/issue-971-quick-tour-landing。

    文件面:content/docs/getting-started/quick-tour{,.zh-Hans,.zh-Hant}.mdx 第 1 节(落地页描述)——PR #968 刚重写本页导航表,fresh main 重定位,#968 落地行零回退。

    裁定:①stale-premise 复核 crm.app.ts(nav_home 绑 executive_dashboard,label Executive Overview)与 executive_dashboard 的 8 个 tile 实名;②5 条要点按真实 tile 重写(仅 Open Leads 对得上),CRM Overview 的真身(group_insights 下默认收起的 nav_crm_dashboard)点名给归属;③沿 #968/#975 口径;#595 不预判;src/ 零改动;三语同步;zh 内链不带锚。⚠️ #968 新增的 test/docs-quick-tour-navigation.test.ts 读本页导航表——你不动那节应保持绿,单跑确认 21 passed。


    Generated by Claude Code

  4. yinlianghui commented on Aug 6, 2026

    @yinlianghui
    CollaboratorAuthor

    ✅ 验收通过 —— PR #978 已转 ready 并挂 auto-merge(CI 9/9 全绿实核)。

    验收要点:

    1. premise partial 的证伪有机制解释:「盘上无管道磁贴」不成立——Pipeline by Stage 来自共享工厂(shared-widgets.ts:32)无内联 title 字面量,issue 靠 grep 数出 8 tile 漏了它(运行期 9);改写精确到「是金额不是条数」并给计数磁贴的真实所在——比对错更进一层。
    2. 5 条要点逐条给真实归属(cases→Service Overview 三磁贴、Top accounts→最接近的两个真身、Recent activity→Sales Activity 三磁贴);面内第三处失实主动抓出(经理团队汇总——岗位扁平 + viewAllRecords 是全组织)——在划定面内穷尽而非照单点到为止。
    3. 守卫扩展 21→39 断言且逆向验证解释了「该节为何带绿存活」(blockOf 从第 2 节起读)——盲区的成因和补法都有据;docs(getting-started): write the quick tour's navigation table to the real app (#960) #968 落地行零回退,原 21 条逐条确认在列。

    越界发现处置:


    Generated by Claude Code

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