🌐

Portalul B2B pentru clienți

portal portal_ecosystem 🛡️ RLS Protected

Servicii de tip "self-service" pentru clienți: comenzile de catalog, invocarea, rapoartele de servicii și asistență.

Fachliche Bestimmung: Portalul B2B exclusiv pentru clienții clienți. oferă 14 module specializate integrate (produse, comenzi cu seturi de câmpuri de atribute, oferte, comenzi, rapoarte de servicii, facturi, termene, întoarceri, instalații și bilete de suport).

⚡ 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:

Articolul 15 din Regulamentul general privind reglementarea persoanelor cu drept de autor
Securitatea datelor B2B & izolarea RLS

Module legate:

➔ customers ➔ finance ➔ workorders ➔ catalog ➔ returns