Marcos Paulo
124 lines
5.8 KiB
Markdown
124 lines
5.8 KiB
Markdown
# Reference: Copy quote info to payload
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This file holds the detailed mapping rules and a worked example. The main procedure is in `SKILL.md`.
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## Source structure (quote data)
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```
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{
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"quote": {
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"id": "...", // the quote id
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"customerId": "...",
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"customerCategoryId": "...",
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"distributionChannelId": "...",
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"attributes": { ... },
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"orderItemIds": [ ... ], // root product-item ids
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"opportunityId": "...",
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...
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},
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"items": [
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{ "id": "...", "type": "productItem", ... },
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{ "id": "...", "type": "locationItem", ... },
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{ "id": "...", "type": "alertItem", ... },
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...
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]
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}
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```
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## Target structure (quote command skeleton)
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The command shape **varies greatly**. Adapt to whatever keys exist. A common example:
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```
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{
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"businessCommand": "quote_init",
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"businessCommandAttributes": { ... },
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"id": "{{quoteId}}",
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"items": [],
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"batchCommands": [
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{
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"businessCommand": "product_items_modify",
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"businessCommandAttributes": { "date": "..." },
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"id": "{{quoteId}}",
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"items": [ { "id": "...", "type": "productItem" }, ... ]
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}
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],
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"quoteCmd": {
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"attributes": {},
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"customerId": "...",
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"customerCategoryId": "...",
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"distributionChannelId": "..."
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}
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}
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```
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## Field mapping (source → target)
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Apply a mapping only when the target has a slot for it. Match by key name and meaning.
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| Target field (wherever it appears) | Source value |
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| ------------------------------------------------- | ----------------------------------------- |
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| `{{quoteId}}` placeholder, top-level `id`, batch `id` | `quote.id` |
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| `quoteCmd.customerId` / any `customerId` | `quote.customerId` |
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| `quoteCmd.customerCategoryId` / `customerCategoryId` | `quote.customerCategoryId` |
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| `quoteCmd.distributionChannelId` / `distributionChannelId` | `quote.distributionChannelId` |
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| `quoteCmd.attributes` (when empty and desired) | `quote.attributes` (only if user wants it)|
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| `opportunityId` | `quote.opportunityId` |
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| `marketId` on items | item's `marketId` from source |
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Notes:
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- If the skeleton already has a hardcoded value (e.g. a sample `customerId`) and it differs from the source, replace it with the source value — the point is to reflect the source quote. Mention the replacement in the summary.
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- If the skeleton has a `date`/timestamp the source doesn't provide (e.g. `businessCommandAttributes.date`), leave the skeleton's value as-is unless the user gives one.
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- `quoteCmd.attributes` is often intentionally `{}`. Do **not** dump `quote.attributes` into it unless the user asks — attribute keys in the command context may differ.
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## Item-selection rules
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- **Product items:** items in the source with `"type": "productItem"`. These are the ones that typically go into a `product_items_modify` (or similar) block's `items` array as `{ "id": <sourceId>, "type": "productItem" }`.
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- **Location items** (`"type": "locationItem"`) and **alert items** (`"type": "alertItem"`) are usually *not* copied into a product-items block. Copy them only where the skeleton has a matching slot for that type.
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- **Copy all matching items** from the source into the target's item slot, preserving order and ids, using the field shape the skeleton's item entries use (often just `id` + `type`).
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- Copy everything **unchanged** unless the user specifies a change (e.g. "set quantity to 2 on the Fibre item", "drop the DISCONNECT item", "change action to ADD"). Apply only what they name.
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- Root vs. child products: `quote.orderItemIds` lists the root product ids. If the skeleton only wants roots, use those; if it wants all product items, use every `productItem`. When unclear, default to all `productItem`s and note it.
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## Worked example
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**Source (quote data):** `quote.id = d968445a-f813-4be1-899d-e06accb6473b`, `customerId = slotest`, `customerCategoryId = 0ded2167-c41b-4f58-9941-dbd247b1985d`, `distributionChannelId = CPMS`. Product items in `items`:
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`9b4be199-4b65-4ec0-b54b-d2f61366c9ed`, `81a3fb42-31a5-4ea8-a668-8973e57aa2f9`, `c6a7aacd-8d3b-4c44-8680-829b15be5c06`, `fcd59bff-4339-4fea-8168-bb8598e98085` (plus location and alert items, which are not product items).
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**Skeleton:** the `quote_init` + `product_items_modify` command shown above.
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**Filled result:**
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```json
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{
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"businessCommand": "quote_init",
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"businessCommandAttributes": {
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"itemTypesScope": []
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},
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"id": "d968445a-f813-4be1-899d-e06accb6473b",
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"items": [],
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"batchCommands": [
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{
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"businessCommand": "product_items_modify",
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"businessCommandAttributes": {
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"date": "2026-08-28T10:00:00.000-03:00"
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},
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"id": "d968445a-f813-4be1-899d-e06accb6473b",
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"items": [
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{ "id": "9b4be199-4b65-4ec0-b54b-d2f61366c9ed", "type": "productItem" },
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{ "id": "81a3fb42-31a5-4ea8-a668-8973e57aa2f9", "type": "productItem" },
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{ "id": "c6a7aacd-8d3b-4c44-8680-829b15be5c06", "type": "productItem" },
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{ "id": "fcd59bff-4339-4fea-8168-bb8598e98085", "type": "productItem" }
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]
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}
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],
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"quoteCmd": {
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"attributes": {},
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"customerId": "slotest",
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"customerCategoryId": "0ded2167-c41b-4f58-9941-dbd247b1985d",
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"distributionChannelId": "CPMS"
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}
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}
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```
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Summary in this example: filled `{{quoteId}}` (both occurrences) from `quote.id`; set `customerId`, `customerCategoryId`, `distributionChannelId` from the source (replacing the skeleton's sample values); copied all 4 `productItem`s into the `product_items_modify` block unchanged; left `businessCommandAttributes.date` as-is (not present in source); kept `quoteCmd.attributes` empty (not requested).
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