📘

Título de cliente

customers crm_office 🛡️ RLS Protected

O processo de avaliação deve ser executado em conformidade com o artigo 10.o, n.o 1, do Regulamento (CE) n.o 1069/2009 do Parlamento Europeu e do Conselho.

Fachliche Bestimmung: O cliente estám <unk> documentação processual e API derivada do código.

⚡ Fluxos de trabalho e ciclos de vida (3) 🗄️ Modelos de dados (1) 🔌 Pontos de partida (UI e APIs) (42) 🛡️ Regulação e conformidade

⚡ Fluxos de trabalho e ciclos de vida

Encomendas de portais de clientes e cadastro ERP `portal_order_cascade`

A partir do cesto do portal de clientes até ao pedido de entrega automático equipamento de orçamento.

sequenceDiagram Kunde im Portal->>PortalAPI: POST /portal/{slug}/bestellung (Positionen & Fieldsets) PortalAPI->>PortalAPI: validate_attribute_values() PortalAPI->>DB: INSERT INTO quotes (source_type = 'SYSTEM') PortalAPI->>DB: INSERT INTO work_orders (order_type = 'delivery', status = 'SCHEDULED') PortalAPI-->>Kunde im Portal: Bestätigungsseite & Auftragsnummer

1. CATALOG

Seleção de produtos

cliente seleciona produtos e completa conjuntos de campos de atributos dinâmicos.

Aktionen: Verificação de campo obrigatória no navegador

2. SUBMIT

Transmissão de pedidos

POST a /portal/{slug}/ordem com atributos semânticos_tipo-valida.

Aktionen: Execução de ordem

3. QUOTE_GEN

Instalação de oferta

Sistema gera quota com source_type='SYSTEM' e 'portal_order'.

Aktionen: Adotar atributos semânticos

4. WORKORDER_GEN

Instalação de encomenda

Produtos automáticos do encomenda de execução (ordens de trabalho) no LVS/ERP.

Aktionen: - G.T.20_0__ ou

Indicação de utilização: cliente cru subagente `plan:command_customer_crud_subagent`

O plano durável verificado (durable_plan), iniciação: manual_command.

1. customer_crud_subagent

customer_crud_subagent

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Aktionen: customer_crud_subagent

Requisitos de porta de clientes `plan:portal_request_dispatch`

Verificado plano durável (durable_plan), início: domain_event.

1. portal_request_dispatch_agent

portal_request_dispatch_agent

Aktionen: portal_request_dispatch_agent

🗄️ Modelos de dados

Customers customers RLS Aktiv

59 Fontes de cálculo

Tabelle customers

Feldname	Tipo de dados	Oficácia	Schlüssel	Importância profissional
`type`	`VARCHAR(48)`	Ja *	-	Feld type
`name`	`VARCHAR(255)`	Ja *	-	Feld name
`customer_number`	`VARCHAR(64)`	Nein	-	Feld customer_number
`company_name`	`VARCHAR(255)`	Nein	-	Feld company_name
`parent_customer_id`	`UUID`	Nein	FK ➔ customers.id	Feld parent_customer_id
`billing_recipient_customer_id`	`UUID`	Nein	FK ➔ customers.id	Feld billing_recipient_customer_id
`main_contact_id`	`UUID`	Nein	FK ➔ contacts.id	Feld main_contact_id
`email`	`VARCHAR(320)`	Nein	-	Feld email
`phone`	`VARCHAR(64)`	Nein	-	Feld phone
`mobile`	`VARCHAR(64)`	Nein	-	Feld mobile
`street`	`VARCHAR(255)`	Nein	-	Feld street
`postal_code`	`VARCHAR(16)`	Nein	-	Feld postal_code
`city`	`VARCHAR(128)`	Nein	-	Feld city
`country_code`	`VARCHAR(2)`	Nein	-	Feld country_code
`latitude`	`NUMERIC(9, 6)`	Nein	-	Feld latitude
`longitude`	`NUMERIC(9, 6)`	Nein	-	Feld longitude
`tax_id`	`VARCHAR(32)`	Nein	-	Feld tax_id
`vat_id`	`VARCHAR(32)`	Nein	-	Feld vat_id
`peppol_endpoint_id`	`VARCHAR(64)`	Nein	-	Feld peppol_endpoint_id
`peppol_endpoint_scheme`	`VARCHAR(16)`	Nein	-	Feld peppol_endpoint_scheme
`category`	`VARCHAR(48)`	Ja *	-	Feld category
`website`	`VARCHAR(255)`	Nein	-	Feld website
`fax`	`VARCHAR(64)`	Nein	-	Feld fax
`iban`	`VARCHAR(34)`	Nein	-	Feld iban
`bic`	`VARCHAR(11)`	Nein	-	Feld bic
`bank_name`	`VARCHAR(128)`	Nein	-	Feld bank_name
`account_holder`	`VARCHAR(255)`	Nein	-	Feld account_holder
`payment_terms`	`VARCHAR(128)`	Nein	-	Feld payment_terms
`payment_term_code`	`VARCHAR(32)`	Nein	-	Feld payment_term_code
`discount_days`	`INTEGER`	Nein	-	Feld discount_days
`discount_percent`	`NUMERIC(5, 2)`	Nein	-	Feld discount_percent
`default_pricelist_id`	`UUID`	Nein	FK ➔ pricelists.id	Feld default_pricelist_id
`credit_limit`	`NUMERIC(12, 2)`	Nein	-	Feld credit_limit
`default_currency`	`VARCHAR(3)`	Nein	-	Feld default_currency
`language`	`VARCHAR(10)`	Nein	-	Feld language
`birthday`	`DATE`	Nein	-	Feld birthday
`department`	`VARCHAR(128)`	Nein	-	Feld department
`job_title`	`VARCHAR(128)`	Nein	-	Feld job_title
`external_reference`	`VARCHAR(128)`	Nein	-	Feld external_reference
`receivable_account_code`	`VARCHAR(32)`	Nein	-	Feld receivable_account_code
`payable_account_code`	`VARCHAR(32)`	Nein	-	Feld payable_account_code
`default_location_id`	`UUID`	Nein	FK ➔ locations.id	Feld default_location_id
`preferred_shipping_method`	`VARCHAR(128)`	Nein	-	Feld preferred_shipping_method
`purchasing_discount_group`	`VARCHAR(128)`	Nein	-	Feld purchasing_discount_group
`notes`	`TEXT`	Nein	-	Feld notes
`portal_enabled`	`BOOLEAN`	Ja *	-	Feld portal_enabled
`portal_features`	`JSONB`	Nein	-	Feld portal_features
`status`	`VARCHAR(48)`	Ja *	-	Feld status
`detection_confidence`	`NUMERIC(4, 3)`	Nein	-	Feld detection_confidence
`id`	`UUID`	Nein	PK	Feld id
`tenant_id`	`UUID`	Ja *	FK ➔ organizations.id	Feld tenant_id
`created_at`	`DATETIME`	Ja *	-	Feld created_at
`updated_at`	`DATETIME`	Ja *	-	Feld updated_at
`created_by`	`UUID`	Nein	-	Feld created_by
`updated_by`	`UUID`	Nein	-	Feld updated_by
`source_type`	`VARCHAR(32)`	Nein	-	Feld source_type
`source_id`	`UUID`	Nein	-	Feld source_id
`metadata`	`JSONB`	Ja *	-	Feld metadata
`deleted_at`	`DATETIME`	Nein	-	Feld deleted_at

🔌 Pontos de partida (UI e APIs)

Art	Método	Ponto final / caminho	Titel & Zweck	Recurso
⚡ REST API	DELETE	`/api/v1/customers/{customer_id}`	delete_customer Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	DELETE	`/api/v1/customers/{customer_id}/contacts/{contact_id}`	delete_contact Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	GET	`/api/v1/customers`	list_customers Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/api/v1/customers/stats`	customer_stats Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/api/v1/customers/{customer_id}`	get_customer Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/api/v1/customers/{customer_id}/contacts`	list_contacts Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/api/v1/customers/{customer_id}/invoice-recipient`	get_invoice_recipient Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/api/v1/customers/{customer_id}/portal`	customer_portal_state Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/api/v1/customers/{customer_id}/shop-rates`	list_partner_shop_rates Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/api/v1/customers/{customer_id}/tree`	get_customer_tree Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/customers`	customers_page Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/customers/new`	customer_create_page Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/customers/{customer_id}`	customer_detail_page Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/customers/{customer_id}/edit`	customer_detail_page Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/customers/{customer_id}/portal`	customer_portal_admin_page Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	GET	`/portal/{slug}/profil`	profile_page Semantic binding: not_evaluated; mutation=False	`customers`
⚡ REST API	PATCH	`/api/v1/customers/{customer_id}`	update_customer Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	PATCH	`/api/v1/customers/{customer_id}/contacts/{contact_id}`	update_contact Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/api/v1/customers`	create_customer Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/api/v1/customers/{customer_id}/contacts`	create_contact Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/api/v1/customers/{customer_id}/portal/accounts`	customer_portal_account_add Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/api/v1/customers/{customer_id}/portal/accounts/{account_id}/password`	customer_portal_account_password Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/api/v1/customers/{customer_id}/portal/accounts/{account_id}/status`	customer_portal_account_status Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/api/v1/customers/{customer_id}/portal/invites`	customer_portal_invite Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/api/v1/customers/{customer_id}/portal/invites/{invite_id}/revoke`	customer_portal_invite_revoke Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/api/v1/customers/{customer_id}/portal/toggle`	customer_portal_toggle Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/customers/{customer_id}/portal`	customer_portal_admin_save Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/customers/{customer_id}/portal/accounts`	customer_portal_account_create Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/customers/{customer_id}/portal/accounts/{account_id}/password`	customer_portal_account_password Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/customers/{customer_id}/portal/accounts/{account_id}/status`	customer_portal_account_status Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/customers/{customer_id}/portal/invites`	customer_portal_invite_create Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/customers/{customer_id}/portal/invites/{invite_id}/revoke`	customer_portal_invite_revoke Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/portal/{slug}/profil`	profile_submit Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/portal/{slug}/profil/kontakte`	profile_contact_save Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/portal/{slug}/profil/kontakte/{contact_id}/loeschen`	profile_contact_delete Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/portal/{slug}/profil/standorte`	profile_location_save Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	POST	`/portal/{slug}/profil/standorte/{location_id}/deaktivieren`	profile_location_deactivate Semantic binding: not_evaluated; mutation=True	`customers`
⚡ REST API	PUT	`/api/v1/customers/{customer_id}/shop-rates`	upsert_partner_shop_rate Semantic binding: not_evaluated; mutation=True	`customers`
🖥️ WEB-UI	GET	`/portal/{slug}/`	Portal de início Dispositivos de controlo de dados	Standard
🖥️ WEB-UI	GET	`/portal/{slug}/bestellung`	Portal de encomenda Encomendas de catálogo com conjuntos de campos dinâmicos	Standard
🖥️ WEB-UI	GET	`/portal/{slug}/rechnungen`	Contactos do portal Arquivo de contas e download de PDF	Standard
⚡ REST API	POST	`/portal/{slug}/bestellung`	Envio de encomendas Valida conjuntos de campos e gera quota/ordens de trabalho	Standard

🛡️ Regulação e conformidade

Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:

- a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a) a)
A solução de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados de dados