diff --git a/.changeset/opportunity-detail-aside-write-real.md b/.changeset/opportunity-detail-aside-write-real.md new file mode 100644 index 000000000..f9c6cfe18 --- /dev/null +++ b/.changeset/opportunity-detail-aside-write-real.md @@ -0,0 +1,34 @@ +--- +"hotcrm": patch +--- + +Sales docs: the two "when you open an opportunity, you'll see" bullets that describe the deal page's side column now match the page metadata. + +`content/docs/sales/opportunities` promised a **Competitors & Notes** side panel and an **AI +Reference Rail** of *Sales Copilot suggestions (Customer 360, Revenue Forecast, related signals)*. +Measured against `src/pages/opportunity_detail.page.ts`, that page declares three regions — a header, +a main column carrying the tab strip, and one narrow `aside` — and the `aside` holds exactly one +component: a `record:reference_rail`. There is no second side panel, and no component on the page is +AI-driven. + +- **Competitors & Notes** — no such panel, and nothing on the page renders talking points. The + bullet now points at where those two things actually are: **Competitors** is an ordinary + multi-select field on the opportunity whose options are still the placeholders *Competitor A* / + *B* / *C* (`src/objects/opportunity.object.ts`), authored in the edit form's *Sales Strategy* + section rather than shown on this page at all; the nearest thing to notes is the *Details* tab's + collapsible **Description** section, carrying **Description** and **Next Steps**. +- **AI Reference Rail** — unlike the case page, the rail here is real; what is wrong is its + contents. Its three entries are snapshots of records already linked to the deal — **Quotes** + (`crm_quote` via **Opportunity**), **Products** (`crm_opportunity_line_item` via the same lookup) + and **Open Tasks** (`crm_task` via **Related Opportunity**), each a total-count badge, at most + three records and a *View all* link, with empty entries folded into a *+ N empty* chip. No + suggestion of any kind is produced here or anywhere else on the page: Customer 360 and revenue + forecasting are skills you reach by asking, which the section below the list already describes. + The bullet also now records that the rail's **Open Tasks** entry carries no status filter — rail + entries declare none and the rail queries on the relationship alone — so the filtered + not-*Completed* list is the one on the *Related* tab, ten at a time. + +Each name is kept and answered rather than silently deleted, following the same approach as the case +detail passage. Whether the deal page *should* grow a competitor panel, and the "Copilot" wording +itself, are product questions this leaves open. English, Simplified Chinese and Traditional Chinese. +Documentation only — no metadata changed. diff --git a/content/docs/sales/opportunities.mdx b/content/docs/sales/opportunities.mdx index 345d7c411..7a5c12cb6 100644 --- a/content/docs/sales/opportunities.mdx +++ b/content/docs/sales/opportunities.mdx @@ -148,8 +148,8 @@ When you open an opportunity, you'll see: - **Quote** related list — with a **Generate Quote** button that runs the [Quote Generation flow](/docs/sales/quotes#generating-a-quote). - **Line Items** — with an **Add Product** button. - **Activity timeline** — a unified feed of comments, logged calls (`sys_activity`), outbound emails (`sys_email`), task completions, and field-history audit entries. Every tracked change on the opportunity (stage, amount, close-date, owner) shows up here automatically; there is no separate "history" tab. -- **Competitors & Notes** — side panel with talking points. -- **AI Reference Rail** — Sales Copilot suggestions (Customer 360, Revenue Forecast, related signals). +- **Competitors & Notes** — there is no such panel. The page (`src/pages/opportunity_detail.page.ts`) declares three regions: a header, the main column carrying the tab strip, and one narrow side column (`aside`) whose only occupant is the reference rail described below. Nothing on the page renders talking points. **Competitors** is a real field — an ordinary multi-select on the opportunity, whose options today are the placeholders *Competitor A*, *Competitor B* and *Competitor C* (`src/objects/opportunity.object.ts`) — but it is not on this page at all: you set it in the edit form's *Sales Strategy* section, beside **Next Steps**. The closest thing to notes on the page itself is the *Details* tab's collapsible **Description** section, which carries **Description** and **Next Steps**. +- **AI Reference Rail** — the rail is real, but there is not one suggestion in it, and no component on this page is AI-driven. It is a `record:reference_rail` in that side column, and each of its three cards is a snapshot of records already linked to this deal: **Quotes** (`crm_quote` through its **Opportunity** lookup), **Products** (this deal's `crm_opportunity_line_item` rows) and **Open Tasks** (`crm_task` through **Related Opportunity**). A card carries the total related count as a badge, at most three records, and a *View all* link into the full list; cards that come back empty fold into a single *+ N empty* chip. Two caveats. The **Open Tasks** card applies no status filter — a rail entry declares none, and the rail queries on the relationship alone — so it counts and lists this deal's tasks whatever their status; the list that really filters to not-*Completed*, ten at a time, is **Open Tasks** on the *Related* tab. And there is no Customer 360, no revenue forecast and no "related signal" in the rail or anywhere else on this page: those skills are reached by asking — see *How the AI Copilot helps* below. ## How the AI Copilot helps diff --git a/content/docs/sales/opportunities.zh-Hans.mdx b/content/docs/sales/opportunities.zh-Hans.mdx index fc6aa1eae..d68b850d7 100644 --- a/content/docs/sales/opportunities.zh-Hans.mdx +++ b/content/docs/sales/opportunities.zh-Hans.mdx @@ -148,8 +148,8 @@ description: 活跃的销售交易——销售管道的核心，包含 7 个阶 - **报价**相关列表——带有一个**生成报价**按钮，可运行 [报价生成流程](/zh-Hans/docs/sales/quotes)。 - **行项目**——带有一个**添加产品**按钮。 - **活动时间线**——统一汇集评论、已记录通话（`sys_activity`）、外发邮件（`sys_email`）、任务完成以及字段历史审计条目。商机上每个被跟踪的更改（阶段、金额、成交日期、负责人）都会自动出现在这里；没有单独的"历史"标签页。 -- **竞争对手与备注**——带有谈话要点的侧边面板。 -- **AI 参考栏**——Sales Copilot 建议（Customer 360、营收预测、相关信号）。 +- **竞争对手与备注**——不存在这样一个面板。这一页（`src/pages/opportunity_detail.page.ts`）声明了三个区域：一个头部、一个装着那组标签页的主列，以及一条窄侧栏（`aside`），而侧栏里唯一的组件就是下一条讲的参考栏。页面上没有任何组件渲染「谈话要点」。**竞争对手**这个字段是真实存在的——商机上一个普通的多选字段，目前的选项还是占位的 *Competitor A*、*Competitor B*、*Competitor C*（`src/objects/opportunity.object.ts`）——但它根本不在这一页上：你是在编辑表单的 *Sales Strategy* 分区里填它，紧挨着 **下一步**。这一页上最接近「备注」的，是 *Details* 标签页里那个可折叠的 **描述** 分区，里面放着 **描述** 与 **下一步**。 +- **AI 参考栏**——参考栏确实存在，但里面没有任何一条建议，这一页上也没有任何一个组件是 AI 驱动的。它是那条侧栏里的一个 `record:reference_rail`，三张卡片每一张都只是已经关联到本商机的记录快照：**Quotes**（报价单 `crm_quote`，经其 **商机** 查找字段）、**Products**（本商机的 `crm_opportunity_line_item` 明细行）、**Open Tasks**（任务 `crm_task`，经 **关联商机** 字段）。每张卡片给出关联记录总数的徽章、最多三条记录，以及一个跳转到完整列表的 *View all* 链接；查出来是空的卡片会折叠成一个 *+ N empty* 小按钮。两点提醒。**Open Tasks** 这张卡片并不按状态过滤——参考栏的条目不声明过滤条件，查询只按关联字段走——所以它统计和列出的是本商机的全部任务，不分状态；真正过滤掉 *Completed*、一次十条的，是 *Related* 标签页上的 **Open Tasks** 列表。另外，参考栏里没有 Customer 360、没有营收预测，也没有任何「相关信号」，整页都没有：那些技能是靠提问去用的——见下文《AI Copilot 如何提供帮助》。 ## AI Copilot 如何提供帮助 diff --git a/content/docs/sales/opportunities.zh-Hant.mdx b/content/docs/sales/opportunities.zh-Hant.mdx index 104ef999e..94dbfdaf5 100644 --- a/content/docs/sales/opportunities.zh-Hant.mdx +++ b/content/docs/sales/opportunities.zh-Hant.mdx @@ -148,8 +148,8 @@ description: 活躍的銷售交易——銷售管道的核心，包含 7 個階 - **報價**相關列表——帶有一個**生成報價**按鈕，可執行 [報價生成流程](/zh-Hant/docs/sales/quotes)。 - **行項目**——帶有一個**新增產品**按鈕。 - **活動時間線**——統一彙集評論、已記錄通話（`sys_activity`）、外發郵件（`sys_email`）、任務完成以及欄位歷史稽核條目。商機上每個被追蹤的更改（階段、金額、成交日期、負責人）都會自動出現在這裡；沒有單獨的「歷史」標籤頁。 -- **競爭對手與備註**——帶有談話要點的側邊面板。 -- **AI 參考欄**——Sales Copilot 建議（Customer 360、營收預測、相關訊號）。 +- **競爭對手與備註**——不存在這樣一個面板。這一頁（`src/pages/opportunity_detail.page.ts`）宣告了三個區域：一個頭部、一個裝著那組標籤頁的主欄，以及一條窄側欄（`aside`），而側欄裡唯一的元件就是下一條講的參考欄。頁面上沒有任何元件渲染「談話要點」。**競爭對手**這個欄位是真實存在的——商機上一個普通的多選欄位，目前的選項還是佔位的 *Competitor A*、*Competitor B*、*Competitor C*（`src/objects/opportunity.object.ts`）——但它根本不在這一頁上：你是在編輯表單的 *Sales Strategy* 分區裡填它，緊挨著 **下一步**。這一頁上最接近「備註」的，是 *Details* 標籤頁裡那個可摺疊的 **描述** 分區，裡面放著 **描述** 與 **下一步**。 +- **AI 參考欄**——參考欄確實存在，但裡面沒有任何一條建議，這一頁上也沒有任何一個元件是 AI 驅動的。它是那條側欄裡的一個 `record:reference_rail`，三張卡片每一張都只是已經關聯到本商機的記錄快照：**Quotes**（報價單 `crm_quote`，經其 **商機** 查找欄位）、**Products**（本商機的 `crm_opportunity_line_item` 明細行）、**Open Tasks**（任務 `crm_task`，經 **關聯商機** 欄位）。每張卡片給出關聯記錄總數的徽章、最多三筆記錄，以及一個跳轉到完整列表的 *View all* 連結；查出來是空的卡片會摺疊成一個 *+ N empty* 小按鈕。兩點提醒。**Open Tasks** 這張卡片並不按狀態過濾——參考欄的條目不宣告過濾條件，查詢只按關聯欄位走——所以它統計和列出的是本商機的全部任務，不分狀態；真正過濾掉 *Completed*、一次十筆的，是 *Related* 標籤頁上的 **Open Tasks** 列表。另外，參考欄裡沒有 Customer 360、沒有營收預測，也沒有任何「相關訊號」，整頁都沒有：那些技能是靠提問去用的——見下文《AI Copilot 如何提供協助》。 ## AI Copilot 如何提供協助