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customers crm_office 🛡️ RLS Protected

Cumpărător <unk> Documentare de proces și API derivate din cod.

Fachliche Bestimmung: Clientstamm <unk> documentația procesului și API-ului derivată din cod.

⚡ Fluxuri de lucru (3) 🗄️ Modele de date & câmpuri (1) 🔌 Puncte de inițiere (UI & API) (42) 🛡️ Reglementări și respectare

⚡ Fluxuri de lucru

Comandaționarea portalului de client și cascadarea ERP `portal_order_cascade`

De la coșul de mărfuri din portalul clientului până la comanda de livrare automată echipament de la ofertă.

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

Selecția produselor

client selectează produse și completează seturi de câmpuri de atribute dinamice.

Aktionen: Verificarea obligatorie a câmpului în browser

2. SUBMIT

Transmiterea de comenzi

POST la /portal/{slug}/învățare cu atribute semantice_validate tipic.

Aktionen: executaţi ordin_submit

3. QUOTE_GEN

Instalație de ofertare

Sistemul generează cotă cu source_type= 'SYSTEM' și 'portal_order'.

Aktionen: să adopte semantic_attributuri

4. WORKORDER_GEN

Instalație de comandă

Producere automată a comenzii de execuție (ordinare de lucru) în LVS/ERP.

Aktionen: depozit sau de a fi înregistrată

Oferta de utilizare: client crude subbagent `plan:command_customer_crud_subagent`

Plan durabil verificat (durable_plan), inițiativă: manual_command.

1. customer_crud_subagent

customer_crud_subagent

{"key": "execute_command", "label": "Befehl prüfen, ausführen oder zur Freigabe vorlegen", "adapter": "agent.execute", "agent": "customer_crud_subagent", "condition_fact": null}

Aktionen: customer_crud_subagent

Cererea de acces la portalul clientului `plan:portal_request_dispatch`

Plan durabil verificat (durable_plan), start: domain_event.

1. portal_request_dispatch_agent

portal_request_dispatch_agent

{"key": "step_0", "label": "Portal-Anfrage als Aufgabe disponieren", "adapter": "agent.execute", "agent": "portal_request_dispatch_agent", "condition_fact": null}

Aktionen: portal_request_dispatch_agent

🗄️ Modele de date & câmpuri

Customers customers RLS Aktiv

59 Câmpuri / coloane

Tabelle customers

Feldname	Tip de date	Obligatoriu	Schlüssel	Importanța profesională
`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

🔌 Puncte de inițiere (UI & API)

Art	Metoda	Punctul de încheiere / traseul	Titel & Zweck	Asigurarea
⚡ 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}/`	Portalul de pornire Cu o capacitate de maximă de 0,5% din capacitatea de funcționare a sistemului de control	Standard
🖥️ WEB-UI	GET	`/portal/{slug}/bestellung`	Pagina de comandă a portalului Comenzile de catalog cu seturi de câmp dinamice	Standard
🖥️ WEB-UI	GET	`/portal/{slug}/rechnungen`	Invoice de portal Arhiva facturilor și descărcare PDF	Standard
⚡ REST API	POST	`/portal/{slug}/bestellung`	Înregistrarea comenzii Validarea seturilor de câmp și generarea cotelor/orderelor de lucru	Standard

🛡️ Reglementări și respectare

Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:

Încercibilitate
Izolarea clientului (PostgreSQL RLS)