kamidso-back/kamidso/native_connectors/providers/didar/reports.json

{
  "schema_version": "1.0",
  "provider": "didar",
  "semantic_operations": [
    {
      "name": "sales_summary",
      "title_fa": "خلاصه فروش",
      "enabled": true,
      "input_schema": {
        "type": "object",
        "properties": {
          "period": {
            "type": "string"
          },
          "owner_ids": {
            "type": "array",
            "items": {
              "type": "string"
            }
          },
          "pipeline_id": {
            "type": "string"
          }
        },
        "required": [
          "period"
        ],
        "additionalProperties": false
      },
      "business_definition": "Won deals whose won time belongs to the requested period.",
      "date_basis": "won_at",
      "raw_function": "search_deals",
      "query_template": {
        "Criteria": {
          "Status": "Won",
          "Sort": 9,
          "SearchFromTime": "$period.start_utc",
          "SearchToTime": "$period.end_utc_exclusive",
          "IsDeleted": false
        },
        "From": 0,
        "Limit": 100
      },
      "preferred_server_fields": [
        "Response.WonDealsCount",
        "Response.WonDealsTotalPrice"
      ],
      "accuracy": {
        "must_verify_row_status": true,
        "must_verify_won_time_range": true,
        "requires_golden_reconciliation_for_panel_parity": true,
        "do_not_count_page_list_for_total": true
      }
    },
    {
      "name": "won_deals",
      "title_fa": "معاملات موفق در بازه",
      "enabled": true,
      "input_schema": {
        "type": "object",
        "properties": {
          "period": {
            "type": "string"
          },
          "owner_ids": {
            "type": "array",
            "items": {
              "type": "string"
            }
          },
          "limit": {
            "type": "integer",
            "minimum": 1,
            "maximum": 500
          }
        },
        "required": [
          "period"
        ],
        "additionalProperties": false
      },
      "business_definition": "Deals currently marked Won whose won time is in the requested period.",
      "date_basis": "won_at",
      "raw_function": "search_deals",
      "status": "Won",
      "materialize_records": true
    },
    {
      "name": "lost_deals",
      "title_fa": "معاملات ناموفق در بازه",
      "enabled": true,
      "input_schema": {
        "type": "object",
        "properties": {
          "period": {
            "type": "string"
          },
          "owner_ids": {
            "type": "array",
            "items": {
              "type": "string"
            }
          }
        },
        "required": [
          "period"
        ],
        "additionalProperties": false
      },
      "business_definition": "Deals currently marked Lost whose loss time is in the requested period.",
      "date_basis": "lost_at",
      "raw_function": "search_deals",
      "status": "Lost",
      "accuracy": {
        "server_side_loss_date_filter_verified": false,
        "safe_mode": "post_filter_ChangeToLossTime"
      }
    },
    {
      "name": "deals_created",
      "title_fa": "معاملات ثبت‌شده در بازه",
      "enabled": true,
      "input_schema": {
        "type": "object",
        "properties": {
          "period": {
            "type": "string"
          },
          "status": {
            "type": "string",
            "enum": [
              "Pending",
              "Won",
              "Lost"
            ]
          },
          "owner_ids": {
            "type": "array",
            "items": {
              "type": "string"
            }
          }
        },
        "required": [
          "period"
        ],
        "additionalProperties": false
      },
      "business_definition": "Deals whose RegisterTime belongs to the requested period; current status must be read from Status.",
      "date_basis": "created_at",
      "raw_function": "search_deals",
      "query_sort": 0,
      "response_disclosure": "Period is based on deal registration time."
    },
    {
      "name": "pending_pipeline_snapshot",
      "title_fa": "نمای فعلی معاملات جاری",
      "enabled": true,
      "input_schema": {
        "type": "object",
        "properties": {
          "owner_ids": {
            "type": "array",
            "items": {
              "type": "string"
            }
          },
          "pipeline_id": {
            "type": "string"
          },
          "pipeline_stage_ids": {
            "type": "array",
            "items": {
              "type": "string"
            }
          }
        },
        "additionalProperties": false
      },
      "business_definition": "Current snapshot of deals with Status=Pending and IsDeleted=false.",
      "date_basis": "current_snapshot",
      "raw_function": "search_deals",
      "status": "Pending"
    },
    {
      "name": "sales_by_owner",
      "title_fa": "فروش به تفکیک کارشناس",
      "enabled": true,
      "input_schema": {
        "type": "object",
        "properties": {
          "period": {
            "type": "string"
          }
        },
        "required": [
          "period"
        ],
        "additionalProperties": false
      },
      "business_definition": "Won sales in period grouped by deal OwnerId and resolved via get_users.",
      "depends_on": [
        "sales_summary",
        "get_users"
      ],
      "group_by": "OwnerId",
      "owner_resolution": "get_users",
      "requires_code_interpreter": true,
      "money_policy_ref": "money_rules.safe_reporting_policy"
    },
    {
      "name": "sales_over_time",
      "title_fa": "روند فروش در زمان",
      "enabled": true,
      "input_schema": {
        "type": "object",
        "properties": {
          "period": {
            "type": "string"
          },
          "grain": {
            "type": "string",
            "enum": [
              "day",
              "week",
              "month"
            ]
          }
        },
        "required": [
          "period"
        ],
        "additionalProperties": false
      },
      "business_definition": "Won sales grouped by ChangeToWonTime.",
      "requires_records": true,
      "group_date_field": "ChangeToWonTime",
      "requires_code_interpreter": true
    },
    {
      "name": "sales_by_product",
      "title_fa": "فروش به تفکیک محصول",
      "enabled": false,
      "business_definition": "Sold quantity and amount by product for won deals in period.",
      "reason_disabled": "Search Deals may not contain complete Items for every account/result. Enable only after a verified retrieval recipe and dashboard reconciliation are implemented."
    },
    {
      "name": "sales_by_product_over_time",
      "title_fa": "فروش محصول در زمان",
      "enabled": false,
      "reason_disabled": "Requires verified product-item retrieval and currency semantics."
    },
    {
      "name": "lead_count",
      "title_fa": "تعداد سرنخ",
      "enabled": false,
      "reason_disabled": "The public API exposes LeadType/LeadStatus/ContactType examples but does not define one authoritative provider-wide lead counting rule. Calibrate against the account UI before enabling."
    }
  ]
}