trade-pipeline-skill: Skill for Claude Code

Trade Pipeline Run — Execute the Document Pipeline

Trigger

When the user says: 处理询价单, 生成报价单, 做报价, 做PI, 做CI, 做PL, 跑管线, run pipeline, generate quotation, process inquiry, 处理这个Excel, 帮我出单

Prerequisites

Before running, verify in order:

1. Current directory: must contain trade_pipeline/ directory. If not, cd to the repo root.

2. Installation check: run trade-pipeline --help. If that command is not found, try python -m trade_pipeline --help, then python3 -m trade_pipeline --help (Mac / Linux have no bare python). If all fail, prompt:

   管线未安装。请在项目根目录（含 pyproject.toml）先建虚拟环境再安装：
   
     Mac / Linux:
       python3 -m venv .venv && source .venv/bin/activate
     Windows PowerShell:
       py -m venv .venv; .\.venv\Scripts\Activate.ps1
   
     pip install -e .
   
   （不能跳过虚拟环境：Homebrew 和多数 Linux 发行版的系统 Python 受 PEP 668 保护，
   直接 pip install 会报 externally-managed-environment。）
   

3. Config check: Read trade_pipeline/config/config.yaml.

   • If seller name_en contains "ACME EXPORT" or buyer email contains ".example.com" → inform user: "当前使用示例配置，可以跑 demo 体验。真实业务请先说"初始化配置"运行 init skill。"
   • Continue regardless (demo mode is fine).

Flow 1: Pipeline Execution

Step 1: Collect Input

Use AskUserQuestion to ask:

Question 1 — 询价单路径:

• If user already provided a file path in their message, use it directly
• Otherwise ask: "询价单 Excel 文件路径？"
• Verify the file exists with Read tool

Question 2 — 订单号:

• Ask: "订单号？（用于命名输出文件）"
• Options can include suggestions like DEMO, or user types custom

Question 3 — 选择客户:

• Read trade_pipeline/config/config.yaml, extract buyer keys and name_en
• Use AskUserQuestion with options:
  • Each configured buyer: buyer_id — name_en
  • _new — 新客户（buyer 信息填 TBD）
  • "Other" for manual input
• Maximum 4 options (AskUserQuestion limit), prioritize most recently used

Step 2: Execute

Run via Bash:

trade-pipeline --input <path> --order <order_no> --buyer <buyer_id>

If trade-pipeline command not found, fallback to:

python -m trade_pipeline --input <path> --order <order_no> --buyer <buyer_id>