|
<!doctype html> |
|
<html lang="zh-Hant"> |
|
<head> |
|
<meta charset="utf-8" /> |
|
<meta name="viewport" content="width=device-width, initial-scale=1" /> |
|
<title>Kolable 訂單付款核對作戰台</title> |
|
<style> |
|
:root{--ink:#171f27;--muted:#607080;--line:#dce3ea;--bg:#f5f7f9;--panel:#fff;--blue:#285d8f;--green:#1f775a;--amber:#b67817;--red:#ad3f35;--soft:#edf4f8} |
|
*{box-sizing:border-box} body{margin:0;background:var(--bg);color:var(--ink);font-family:Inter,ui-sans-serif,system-ui,-apple-system,BlinkMacSystemFont,"Segoe UI",sans-serif;line-height:1.45} |
|
header{padding:30px 36px 22px;background:#fff;border-bottom:1px solid var(--line)} h1,h2,h3{margin:0;letter-spacing:0} h1{font-size:28px;max-width:1120px} h2{font-size:17px;margin-bottom:12px} h3{font-size:14px;margin-bottom:8px} |
|
p{margin:0;color:var(--muted)} .eyebrow{font-size:12px;font-weight:800;text-transform:uppercase;color:var(--blue);margin-bottom:8px} |
|
.wrap{padding:24px 36px 42px}.grid{display:grid;grid-template-columns:repeat(12,1fr);gap:16px;max-width:1280px;margin:0 auto} |
|
.panel{background:var(--panel);border:1px solid var(--line);border-radius:8px;padding:18px;box-shadow:0 1px 2px rgba(0,0,0,.03)} |
|
.span-12{grid-column:span 12}.span-8{grid-column:span 8}.span-6{grid-column:span 6}.span-4{grid-column:span 4}.span-3{grid-column:span 3} |
|
.kpis{display:grid;grid-template-columns:repeat(4,1fr);gap:12px}.kpi{border:1px solid var(--line);border-radius:8px;padding:14px;min-height:92px;background:#fbfcfd}.kpi strong{display:block;font-size:28px}.kpi span{font-size:13px;color:var(--muted)} |
|
table{width:100%;border-collapse:collapse;font-size:13px} th,td{text-align:left;padding:10px 8px;border-bottom:1px solid var(--line);vertical-align:top} th{font-size:12px;text-transform:uppercase;color:var(--muted);background:#fbfcfd} |
|
.status{display:inline-flex;border-radius:999px;padding:4px 9px;font-size:12px;font-weight:800;white-space:nowrap}.green{background:#e1f0e8;color:var(--green)}.blue{background:#e4eef8;color:var(--blue)}.amber{background:#f7ecd9;color:#81530f}.red{background:#f9e6e3;color:var(--red)} |
|
.timeline{display:grid;grid-template-columns:repeat(4,1fr);gap:12px}.stage{border-left:4px solid var(--blue);background:#fbfcfd;padding:12px;border-radius:0 8px 8px 0;min-height:152px}.stage:nth-child(2){border-color:var(--amber)}.stage:nth-child(3){border-color:var(--green)}.stage:nth-child(4){border-color:var(--red)} |
|
.flow{display:grid;grid-template-columns:repeat(5,1fr);gap:10px}.step{border:1px solid var(--line);border-radius:8px;padding:12px;background:#fbfcfd;min-height:116px}.step b{display:block;margin-bottom:6px}.small{font-size:12px;color:var(--muted)} |
|
ul{margin:8px 0 0 18px;padding:0;color:var(--muted)} li{margin:4px 0}.script{background:var(--soft);border-radius:8px;padding:12px;color:var(--ink);font-size:13px;white-space:pre-wrap} |
|
.code{background:#16212b;color:#eaf1f7;border-radius:8px;padding:12px;font:12px ui-monospace,SFMono-Regular,Menlo,monospace;white-space:pre-wrap;overflow:auto} |
|
@media(max-width:900px){header,.wrap{padding-left:18px;padding-right:18px}.span-8,.span-6,.span-4,.span-3{grid-column:span 12}.kpis,.timeline,.flow{grid-template-columns:1fr}} |
|
</style> |
|
</head> |
|
<body> |
|
<header> |
|
<div class="eyebrow">PLS production artifact · Kolable order/payment reconciliation · 2026-05-24</div> |
|
<h1>Kolable 5/12-5/21 訂單付款核對作戰台</h1> |
|
<p>把「Wade 匯出 5/12-5/21 訂單與付款狀態」從追人事項升級成可交付的營收核對、退款/課綱升級溝通、pilot 決策與平台資料模型。</p> |
|
</header> |
|
<main class="wrap"> |
|
<section class="grid"> |
|
<div class="panel span-12"><div class="kpis"> |
|
<div class="kpi"><strong>10 天</strong><span>5/12-5/21 訂單/付款核對窗口</span></div> |
|
<div class="kpi"><strong>2</strong><span>已知已購買且受課綱升級影響的學員</span></div> |
|
<div class="kpi"><strong>D1</strong><span>Wade 匯出 CSV 與付款狀態</span></div> |
|
<div class="kpi"><strong>D7</strong><span>完成應收、已收、未收、退款風險表</span></div> |
|
</div></div> |
|
|
|
<div class="panel span-8"> |
|
<h2>核對 Queue</h2> |
|
<table> |
|
<thead><tr><th>Gate</th><th>Owner</th><th>必填欄位</th><th>Pass</th><th>Fail / Escalation</th></tr></thead> |
|
<tbody> |
|
<tr><td><span class="status red">export_pending</span></td><td>Wade</td><td>order_id, buyer, product, order_at, amount, payment_status, paid_at, refund_status</td><td>D1 前匯出 CSV</td><td>未回覆：Louis 直接升級追問</td></tr> |
|
<tr><td><span class="status amber">payment_reconcile</span></td><td>Louis</td><td>平台訂單金額 vs 金流入帳金額 vs 手動轉帳</td><td>差異小於 0 或已標原因</td><td>差異未解：不進營收判斷</td></tr> |
|
<tr><td><span class="status blue">curriculum_upgrade</span></td><td>Wade + Louis</td><td>已購學員是否接受 6 模組升級 12 章 Vibe Coding</td><td>2/2 有溝通紀錄</td><td>無紀錄：列退款/信任風險</td></tr> |
|
<tr><td><span class="status green">pilot_decision</span></td><td>Louis + zihrou</td><td>實收、退款風險、有效需求、下一批 pilot 名單</td><td>D7 決定繼續/調整/暫停</td><td>指標不明：暫停開發擴張</td></tr> |
|
</tbody> |
|
</table> |
|
</div> |
|
|
|
<div class="panel span-4"> |
|
<h2>Wade LINE Ask</h2> |
|
<div class="script">Wade，請今天 18:00 前匯出 Kolable 5/12-5/21 訂單與付款狀態 CSV。 |
|
必含欄位： |
|
1. order_id / buyer / product |
|
2. order_at / amount / currency |
|
3. payment_status / paid_at / payment_method |
|
4. refund_status / refund_reason |
|
5. 兩位已購買學員對課綱升級的溝通狀態 |
|
|
|
若無法匯出，請直接回「卡在哪個系統/權限/欄位」。今晚沒有資料，PLS 先標 export_pending 並不做營收判斷。</div> |
|
</div> |
|
|
|
<div class="panel span-12"> |
|
<h2>D1 / D7 / D14 / D30</h2> |
|
<div class="timeline"> |
|
<div class="stage"><h3>D1 · 匯出與封存</h3><ul><li>Wade 匯出 5/12-5/21 訂單付款 CSV。</li><li>PLS 封存 raw file 與匯出時間。</li><li>兩位已購買學員標 upgrade communication state。</li></ul></div> |
|
<div class="stage"><h3>D7 · 對帳與決策</h3><ul><li>建立實收/未收/退款/爭議分層。</li><li>完成 refund risk 與 revenue recognized 表。</li><li>Louis 決定 pilot 是否繼續加碼。</li></ul></div> |
|
<div class="stage"><h3>D14 · 銷講漏斗</h3><ul><li>把直播銷講來源、訂單、付款、退款接成 funnel。</li><li>建立銷講腳本和付款轉換關聯。</li><li>同步產品/客服/營運 RACI。</li></ul></div> |
|
<div class="stage"><h3>D30 · 平台化</h3><ul><li>接金流 webhook 或匯入 API。</li><li>自動 reconciliation dashboard。</li><li>以 paid conversion / refund risk 驅動開發優先級。</li></ul></div> |
|
</div> |
|
</div> |
|
|
|
<div class="panel span-12"> |
|
<h2>Purpose-to-Purpose E2E</h2> |
|
<div class="flow"> |
|
<div class="step"><b>原始目的</b><span class="small">Kolable 要驗證直播銷講工具平台是否有真實付費需求。</span></div> |
|
<div class="step"><b>主成果</b><span class="small">訂單付款核對作戰台、資料模型、acceptance tests、LINE ask。</span></div> |
|
<div class="step"><b>人採用</b><span class="small">Wade 匯出資料；Louis 對帳；zihrou 監督風險與決策。</span></div> |
|
<div class="step"><b>專案指標</b><span class="small">實收金額、未收筆數、退款風險、升級溝通完成率。</span></div> |
|
<div class="step"><b>錢路徑</b><span class="small">避免把未收或退款風險誤當營收，讓開發資源只追已驗證需求。</span></div> |
|
</div> |
|
</div> |
|
|
|
<div class="panel span-6"> |
|
<h2>市場成熟做法</h2> |
|
<p>直播銷售成熟做法會讓觀眾能直接 checkout 並回到訂單管理；付款成熟做法則要求訂單、發票/應收、入帳與差異可 reconciliation。本輪不是做市場報告，而是把 Kolable 的直播銷講訂單落到訂單/付款/退款狀態與 D7 決策。</p> |
|
<ul> |
|
<li>Shopify live selling / virtual shopping and checkout order flow</li> |
|
<li>Stripe automatic reconciliation for payments</li> |
|
</ul> |
|
</div> |
|
|
|
<div class="panel span-6"> |
|
<h2>Data / API / Permission</h2> |
|
<div class="code">tables: |
|
kolable_order_exports |
|
kolable_orders |
|
kolable_payment_events |
|
kolable_refund_risks |
|
curriculum_upgrade_contacts |
|
apis: |
|
POST /kolable/order-exports |
|
POST /kolable/payments/reconcile |
|
GET /kolable/revenue-scorecard |
|
roles: |
|
Wade: upload/export |
|
Louis: reconcile/decision |
|
zihrou: approve risk gate</div> |
|
</div> |
|
|
|
<div class="panel span-4"> |
|
<h2>Production Acceptance</h2> |
|
<p><b>Owner:</b> Louis；資料 owner：Wade；supervisor：zihrou。</p> |
|
<p><b>Due:</b> D1 匯出；D7 對帳與 pilot 決策。</p> |
|
<p><b>Pass:</b> 100% 訂單有付款狀態；2 位已購買學員有升級溝通紀錄；差異都可解釋。</p> |
|
</div> |
|
<div class="panel span-4"> |
|
<h2>Solution Selection</h2> |
|
<p>選 `spreadsheet + dashboard + project`：比 communication 更能解決營收/付款判斷；暫不做 full system，因為 D1 仍缺 Wade raw export 與實際欄位。</p> |
|
</div> |
|
<div class="panel span-4"> |
|
<h2>Next Upgrade</h2> |
|
<p>D7 後把真實 CSV 接入 PLS scorecard，D14 建直播銷講漏斗，D30 接金流 webhook 或平台 API，讓付款狀態自動更新。</p> |
|
</div> |
|
</section> |
|
</main> |
|
</body> |
|
</html> |
