portfolio-ingest
自动化大批量入库与索引流程，显著节省人工对接成本。
会创建组织并上传文档，需相应的权限与凭证。
将客户组合与源文档端到端导入并索引到 app.soapbox.build 平台。
把客户的整套组合和原始文档一次性导入到 app.soapbox.build：建组织和组合、批量创建资产、把 Audette/ESPM 关联好，然后把 PCA、审计、调查等原文档上传并建立检索索引。遇到大批量的 zip/Taildrop 批次、新客户上云或太机械化不适合前端向导的场景就用。特别之处是全程无头、按阶段严格有序，适合可脚本化的大规模导入并产出可搜索的文档块。
▸ 展开 SKILL.md 英文原文
Onboard a client portfolio into app.soapbox.build end-to-end: create the org + portfolio, bulk-create assets from a register or helper-data drop, link Audette (including grouping ungrouped buildings into properties) and ESPM, and upload + index all source documents (PCAs, audits, surveys, reference data). Headless, agent-driven counterpart to the frontend "Add assets" wizard — use it for zip/ Taildrop batch drops, new-client onboarding, or any run too big or too scripted for the UI. Spec 1 of 2 — portfolio-analysis (Spec 2) runs after this. Triggers on: "onboard [client]", "create a soapbox account for", "portfolio onboarding workflow", "ingest the [client] portfolio", "run portfolio ingestion", "set up [client] in soapbox", a batch/zip of PCAs+audits with an asset register.
帮我安装这个 skill：https://raw.githubusercontent.com/soapboxbuild/soapbox-agent/main/skills/portfolio-ingest/SKILL.mdcurl -fsSL "https://raw.githubusercontent.com/soapboxbuild/soapbox-agent/main/skills/portfolio-ingest/SKILL.md"# Portfolio Ingest Proven end-to-end on **Cortland Batch 1 (2026-07-02)**: 1 org, 10 assets, 10 Audette links (5 required property grouping), 9/10 ESPM links, 30/30 documents indexed (7,406 chunks). Follow the stages in order — ordering constraints are real. ## Relationship to the frontend onboarding wizard The platform UI has an interactive flow (`AssetOnboardingModal` → `AssetReviewTable` → `AssetCreationRunner` in platform-web) that does drag-drop → LLM extraction → geocode/footprint → fuzzy-match review → create+link+upload. **This skill and the wizard call the same soapbox-api endpoints and must stay convention-compatible:** - Same endpoints: `POST /api/assets`, `PATCH /api/assets/: