YonSuite Data Search
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About this skill
Problem to Solve
YonSuite business data spans sales, purchasing, production, inventory, CRM, and supplier modules. Field schemas are scattered, master-detail tables are nested, and tax-inclusive amounts and tax amounts do not always map cleanly. Writing one-off query scripts can leave redundant code and make reproducible reporting difficult.
How It Works
- Unified query entry point: uses the
query_toolCLI against YonSuite OpenAPI and writes sales, purchasing, and production order JSON intooutput/. - Field references: consults
references/api/*.mdto handle fields such asoriSum,oriTaxUnitPrice, andorderPrices.originalName. - Output flow: generates intermediate JSON, runs a field check, then produces a chat card and HTML report with names like
Monthly Sales Analysis Report_YYYY_MM.html. - Analysis guardrails: analysis tasks invoke the
data-analysisskill for IQR pre-checks, HHI concentration, funnel conversion, and Decision Briefs instead of relying on direct LLM inference.
Scope and Caveats
It is intended for configured YonSuite data retrieval and report generation. It depends on module-specific returned fields and requires careful handling of nested name objects, null tax amounts, and total-row filters. It emphasizes reusing query_tool and modules/ rather than adding temporary Python scripts; the to-do center feature has been moved elsewhere and is not part of this skill.
Use Cases
- Query sales orders and build an HTML report.
- Check purchase order fields and date filters.
- Filter production totals and export JSON.
- Validate inventory and CRM field semantics.
Best For
- Ops managers needing monthly sales reports
- Supply-chain staff checking purchase order amounts
- Data engineers querying production order details
- Automation engineers maintaining YonSuite API scripts
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