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<title>Kolable 5/12-5/21 訂單付款 Export Gate</title> |
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<h1>Kolable 5/12-5/21 訂單付款 Export Gate</h1> |
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<p>把「Wade 匯出 5/12-5/21 訂單與付款狀態」升級成 revenue-confidence gate：不是只交 CSV，而是要能判斷哪些訂單已付、退刷、重買、未入帳、待追，並把 Louis/Wade/Huber 的下一步寫回 PLS。</p> |
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<div class="card span-3"><h3>Gate 狀態</h3><div class="metric amber">待 export</div><p class="muted">可先用本規格要求 Wade 交付，不再用口頭追。</p></div> |
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<div class="card span-3"><h3>Owner / Due</h3><div class="metric">Louis</div><p class="muted">Wade 提供檔案；Louis 2026-05-24 18:00 驗收。</p></div> |
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<div class="card span-3"><h3>範圍</h3><div class="metric blue">5/12-5/21</div><p class="muted">訂單、付款、退刷、重買、payout/bank reference。</p></div> |
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<div class="card span-3"><h3>完成訊號</h3><div class="metric green">4 檔</div><p class="muted">orders、payments、refunds/rebuys、reconciliation exceptions。</p></div> |
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<h2>D1 / D7 / D14 / D30 路徑</h2> |
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<thead><tr><th>節點</th><th>交付</th><th>驗收訊號</th></tr></thead> |
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<tr><td>D1</td><td>Wade 依 schema 匯出 5/12-5/21 orders/payments/refunds/rebuys；Louis 驗收欄位完整性。</td><td>缺欄率 0%，每筆 order 有 payment_status 與 source_ref。</td></tr> |
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<tr><td>D7</td><td>完成自動 reconciliation，列出 paid/refunded/rebought/unpaid/exception。</td><td>exception 每筆有 owner、due、追款/退款/補單下一步。</td></tr> |
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<tr><td>D14</td><td>接 demo 線索與報價/訂單追蹤，形成 revenue confidence dashboard。</td><td>10 筆 demo、3 筆報價/訂單可連到付款結果。</td></tr> |
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<tr><td>D30</td><td>把直播銷講收入、課綱升級、退刷重買與 payout 稽核串成 Kolable 商業驗證 OS。</td><td>每週可看 GMV、net revenue、refund rate、cash collected、blocked amount。</td></tr> |
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<h2>Purpose-to-Purpose E2E</h2> |
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<li>原始目的：知道 5/12-5/21 到底收了多少錢、卡在哪。</li> |
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<li>產出物：匯出規格、reconciliation schema、exception workflow、驗收 gate。</li> |
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<li>人採用：Wade 匯出，Louis 驗收，Huber 核對 28,000 退刷/重買。</li> |
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<li>指標改善：cash collected、blocked revenue、refund/rebuy close rate、商業驗證速度。</li> |
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<h2>Export-to-Reconciliation Flow</h2> |
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<div><h3>1. Export</h3><p>Wade 匯出 orders、payments、refunds、rebuys，所有列必須有 <span class="code">source_ref</span>。</p></div> |
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<div><h3>2. Normalize</h3><p>轉成 <span class="code">order_payment_snapshots</span>，統一日期、幣別、付款方式。</p></div> |
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<div><h3>3. Match</h3><p>用 order_id、payment_intent、payer identity、amount/date window 比對。</p></div> |
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<div><h3>4. Exception</h3><p>未付、金額不符、退刷未重買、重買未入帳進 exception queue。</p></div> |
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<div><h3>5. Act</h3><p>每筆 exception 指派 owner/due，PLS 追 Wade/Louis/Huber 的採用訊號。</p></div> |
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<h2>Acceptance Checklist</h2> |
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<thead><tr><th>Gate</th><th>狀態</th><th>不得通過條件</th></tr></thead> |
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<tr><td>欄位完整</td><td><span class="tag blue">READY</span></td><td>缺 order_id、amount、payment_status、source_ref 任一欄</td></tr> |
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<tr><td>付款可追</td><td><span class="tag blue">READY</span></td><td>paid 但無 payment_ref 或 payout_ref</td></tr> |
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<tr><td>退刷/重買</td><td><span class="tag amber">需 Huber</span></td><td>28,000 訂單無 refund/rebuy 狀態</td></tr> |
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<tr><td>例外派工</td><td><span class="tag green">DEFINED</span></td><td>exception 無 owner/due/next_action</td></tr> |
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<h2>people_sync</h2> |
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<div class="line-draft">LINE 草稿： |
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Louis / Wade / Huber，PLS 已把 5/12-5/21 訂單付款匯出改成 revenue-confidence gate。Wade 請在 2026-05-24 12:00 前交 orders/payments/refunds/rebuys 四份資料或同等匯出；Louis 18:00 前驗收；Huber 補 28,000 培訓訂單退刷與重買狀態。 |
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驗收口徑：每筆 order 都要有 payment_status、payment_ref/payout_ref 或 exception owner/due，否則不能標完成。</div> |
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