🛒

Sölur og viðskiptavinir

sales sales_billing 🛡️ RLS Protected

Kaupþróunarmiðaðir söluuppboð: tilboð að taka, staðfesta, afhendast, reikna með - án útlendis- og vinnustaðila.

Fachliche Bestimmung: Sölumodul fyrir viðskiptavinir og viðskiptavinir. Tæknilega í framkvæmd á sameiginlegri uppboðssíðu (ord_type="sale"), meðvitað fjarlægð frá utanlandsþjónustu samhengi: engin tilboði, engin mótor tilskipun, engin framkvæmda stað. Í staðinn er Odoo-sölutækni-leiðslun -> staðfest -> Í afhendingu -> afhending -> afhending -> reiknað með viðskiptaviðmiðlum, greiðsluskilyrðum, reikning, afhendingará

⚡ Starfsflæði og lífsstíl (2) 🗄️ Upplýsingarmyndir og sviði (2) 🔌 Upphafstaðir (UI og API) (24) 🛡️ Reglugerð og eftirfylgni

⚡ Starfsflæði og lífsstíl

Sölupíplínur (sögn til peninga) `sales_order_pipeline`

Frá tilboð eða beint innlegg um staðfestingu og afhendingu til reikningur.

stateDiagram-v2 [*] --> DRAFT: Anlegen / aus Angebot DRAFT --> CONFIRMED: Bestätigen CONFIRMED --> IN_DELIVERY: Lieferung starten IN_DELIVERY --> DELIVERED: Als geliefert markieren DELIVERED --> INVOICED: Rechnung erstellen DRAFT --> CANCELLED: Stornieren

1. DRAFT

Umsögn

verksóð er sett upp eða tekið af tilboð (e.g.

Aktionen: Að halda stöðum, Að setja greiðslustörf

2. CONFIRMED

Vísir

verksóð staðfest (áætlað), afhendingardagur bindandi.

Aktionen: Að hefja afhendingu

3. IN_DELIVERY

Í framfærslu

vara er tekin í notkun/útvegað (vöruhús samþætting).

Aktionen: Merkingar sem afhent

4. DELIVERED

Færð

Flutningsgjöld borin; með greiðslureglu "flutningsgjöld"

Aktionen: að gera reikningur

5. INVOICED

Útgjald

Rechnungsentwurf aus Auftrag (regulär, Anzahlung, Sammelrechnung).

Benutzerbefehl: sales order agent `plan:command_sales_order_agent`

Geprüfter Durable-Plan (durable_plan), Start: manual_command.

1. sales_order_agent

sales_order_agent

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

Aktionen: sales_order_agent

🗄️ Upplýsingarmyndir og sviði

DropshipLines dropship_lines RLS Aktiv

37 Fylgi / rammur

Tabelle dropship_lines

Feldname	Upplýsingar	Þörf	Schlüssel	Sérfræðilegt þýði
`item_type`	`VARCHAR(24)`	Ja *	-	Feld item_type
`item_id`	`UUID`	Ja *	-	Feld item_id
`quote_id`	`UUID`	Nein	FK ➔ quotes.id	Feld quote_id
`work_order_id`	`UUID`	Nein	FK ➔ work_orders.id	Feld work_order_id
`project_id`	`UUID`	Nein	FK ➔ projects.id	Feld project_id
`customer_id`	`UUID`	Nein	FK ➔ customers.id	Feld customer_id
`product_id`	`UUID`	Nein	FK ➔ products.id	Feld product_id
`description`	`VARCHAR(255)`	Ja *	-	Feld description
`quantity`	`NUMERIC(14, 4)`	Ja *	-	Feld quantity
`unit`	`VARCHAR(16)`	Ja *	-	Feld unit
`sales_net`	`NUMERIC(14, 2)`	Ja *	-	Feld sales_net
`supplier_id`	`UUID`	Nein	FK ➔ suppliers.id	Feld supplier_id
`purchase_id`	`UUID`	Nein	FK ➔ purchases.id	Feld purchase_id
`purchase_item_id`	`UUID`	Nein	FK ➔ purchase_items.id	Feld purchase_item_id
`cost_net`	`NUMERIC(14, 2)`	Nein	-	Feld cost_net
`ship_to`	`TEXT`	Nein	-	Feld ship_to
`status`	`VARCHAR(16)`	Ja *	-	Feld status
`carrier`	`VARCHAR(120)`	Nein	-	Feld carrier
`tracking_number`	`VARCHAR(120)`	Nein	-	Feld tracking_number
`tracking_url`	`VARCHAR(512)`	Nein	-	Feld tracking_url
`expected_delivery_date`	`DATE`	Nein	-	Feld expected_delivery_date
`shipped_at`	`DATETIME`	Nein	-	Feld shipped_at
`delivered_at`	`DATETIME`	Nein	-	Feld delivered_at
`proof_document_id`	`UUID`	Nein	FK ➔ documents.id	Feld proof_document_id
`billing_released`	`BOOLEAN`	Ja *	-	Feld billing_released
`release_reason`	`VARCHAR(255)`	Nein	-	Feld release_reason
`chain_review`	`BOOLEAN`	Ja *	-	Feld chain_review
`issue_note`	`VARCHAR(500)`	Nein	-	Feld issue_note
`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

SalesAgents sales_agents RLS Aktiv

18 Fylgi / rammur

Tabelle sales_agents

Feldname	Upplýsingar	Þörf	Schlüssel	Sérfræðilegt þýði
`name`	`VARCHAR(255)`	Ja *	-	Feld name
`email`	`VARCHAR(320)`	Nein	-	Feld email
`phone`	`VARCHAR(64)`	Nein	-	Feld phone
`customer_id`	`UUID`	Nein	FK ➔ customers.id	Feld customer_id
`supplier_id`	`UUID`	Nein	FK ➔ suppliers.id	Feld supplier_id
`default_commission_percent`	`NUMERIC(5, 2)`	Nein	-	Feld default_commission_percent
`default_markup_percent`	`NUMERIC(5, 2)`	Nein	-	Feld default_markup_percent
`notes`	`TEXT`	Nein	-	Feld notes
`active`	`BOOLEAN`	Ja *	-	Feld active
`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

🔌 Upphafstaðir (UI og API)

Art	Aðferð	Endaskil / leið	Titel & Zweck	Tilréttaröðun
⚡ REST API	DELETE	`/api/v1/sales/orders/{order_id}/items/{item_id}`	delete_item Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	GET	`/api/v1/sales/orders`	list_sales_orders Semantic binding: inventory_only; mutation=False	`sales`
⚡ REST API	GET	`/api/v1/sales/orders/{order_id}`	get_sales_order Semantic binding: inventory_only; mutation=False	`sales`
⚡ REST API	GET	`/api/v1/sales/summary`	sales_summary Semantic binding: inventory_only; mutation=False	`sales`
⚡ REST API	GET	`/portal/{slug}/bestellung`	order_form Semantic binding: inventory_only; mutation=False	`sales`
⚡ REST API	GET	`/verkauf`	sales_page Semantic binding: inventory_only; mutation=False	`sales`
⚡ REST API	GET	`/verkauf/{order_id}`	sales_order_page Semantic binding: inventory_only; mutation=False	`sales`
⚡ REST API	PATCH	`/api/v1/sales/orders/{order_id}`	update_sales_order Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	PATCH	`/api/v1/sales/orders/{order_id}/items/{item_id}`	update_item Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/api/v1/sales/orders`	create_sales_order Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/api/v1/sales/orders/from-quote/{quote_id}`	create_from_quote Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/api/v1/sales/orders/{order_id}/cancel`	cancel_sales_order Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/api/v1/sales/orders/{order_id}/confirm`	confirm_sales_order Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/api/v1/sales/orders/{order_id}/invoice`	invoice_sales_order Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/api/v1/sales/orders/{order_id}/items`	add_item Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/api/v1/sales/orders/{order_id}/mark-delivered`	mark_delivered Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/api/v1/sales/orders/{order_id}/start-delivery`	start_delivery Semantic binding: operator_surface; mutation=True	`sales`
⚡ REST API	POST	`/portal/{slug}/bestellung`	order_submit Semantic binding: operator_surface; mutation=True	`sales`
🖥️ WEB-UI	GET	`/quotes?status=dropship`	Tilboð um þvermál Skilyrði tilboð með rekstrarstöðum	`quotes:read`
🖥️ WEB-UI	GET	`/purchasing#dropship`	Kaup á vegum Tilteknir innkaupshæfendur með kennitölum og eftirfylgni	`purchasing:read`
⚡ REST API	GET	`/api/v1/dropshipping`	Fjarlægð Flutningur á gögnum um framleiðendur	`quotes:read`
⚡ REST API	POST	`/api/v1/dropshipping/{id}/assign-supplier`	tilskipunar Færir inn inn innkaup og færir innkaup	`purchasing:write`
⚡ REST API	POST	`/api/v1/dropshipping/{id}/tracking`	Fylgst á eftirlit Setur inn tracking number og setur á status á in_transit	`purchasing:write`
⚡ REST API	POST	`/api/v1/dropshipping/{id}/delivered`	Skilyrði um afhendingu Setur stöðu á afhent og veitir greiðsluþeyting	`purchasing:write`

🛡️ Reglugerð og eftirfylgni

Standard GoBD- und DSGVO-Regelwerk.

Samskiptað:

➔ quotes ➔ invoices ➔ customers ➔ inventory ➔ products ➔ contracts