🛒

Salg og kundekjær

sales sales_billing 🛡️ RLS Protected

Handelsorienterte salgsoppdrag: å overta, bekrefte, levere, fakturere - uten utlands- og arbeidsoppdrag.

Fachliche Bestimmung: Selgsmodul for handels- og handelsnærstående kunder. Teknisk implementert på felles oppdragssenteret (order_type='sale'), bevisst avkoblet fra utlandsforbindelseskontext: ingen oppgaver, ingen montere tildeling, ingen utførselssted. I stedet er det Odoo-salgspipelynutformatet -> bekreftet -> Inleverant -> Levert -> Inleverert -> Fakturert med kundereferanse, betalingsbetingelser, konto, leveringstidspunkt og faktureringsregelen (etter bestilling/levering).

⚡ Arbeidsstrømme og livssykluser (2) 🗄️ Datamodeller & felt (2) 🔌 Startpunkter (UI og API) (24) 🛡️ Reglering og etterlevelse

⚡ Arbeidsstrømme og livssykluser

Salg- og salgspipeline (kvote til kontanter) `sales_order_pipeline`

Fra tilbud eller direkte anlegg om bekreftelse og levering til faktura.

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

Utkast til

oppdrag er opprettet eller overtatt fra en tilbud (idempotent).

Aktionen: Oppbevaring av posisjoner, Vedtak om betalingsvilkår

2. CONFIRMED

Bekreft

oppdrag bekreftet (planlagt), leveringstidspunktet er gyldig.

Aktionen: Start levering

3. IN_DELIVERY

I levering

varer blir satt i bruk/leveret (lagerintegrering).

Aktionen: Merk som leveret

4. DELIVERED

Levert

Leveringsmengder bokført; faktureringsbasis "leveret" i avregningssaker.

Aktionen: For å opprette

5. INVOICED

Innstilling

Utkast til regning fra oppdrag (reguler, innskudd, samlingsregning).

Benutzerbefehl: sales order agent `plan:command_sales_order_agent`

Kontrollert varig 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

🗄️ Datamodeller & felt

DropshipLines dropship_lines RLS Aktiv

37 Feltet / kolonne

Tabelle dropship_lines

Feldname	Data-type	Tiltak	Schlüssel	Spesialdekst
`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 Feltet / kolonne

Tabelle sales_agents

Feldname	Data-type	Tiltak	Schlüssel	Spesialdekst
`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

🔌 Startpunkter (UI og API)

Art	Metode	Endpunkt / vei	Titel & Zweck	Tillatelse
⚡ 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`	Tilbud for strekkfilter Filtert tilbud med ruteposisjoner	`quotes:read`
🖥️ WEB-UI	GET	`/purchasing#dropship`	Forretningsvirksomhet Dedikerte kjøpesoldere med kjennetegn og sporing	`purchasing:read`
⚡ REST API	GET	`/api/v1/dropshipping`	Rettingsposisjoner API Leveringsruteningsposisjoner med leverandør- og bevisdata	`quotes:read`
⚡ REST API	POST	`/api/v1/dropshipping/{id}/assign-supplier`	Tildeling av Tilfører og genererer innkjøpsbestillinger	`purchasing:write`
⚡ REST API	POST	`/api/v1/dropshipping/{id}/tracking`	Sporing Inserer sporingsnummer og setter status på in_transit	`purchasing:write`
⚡ REST API	POST	`/api/v1/dropshipping/{id}/delivered`	Bekreft levering Sett status på leveret og utsteder faktura	`purchasing:write`

🛡️ Reglering og etterlevelse

Standard GoBD- und DSGVO-Regelwerk.

Kopplede moduler:

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