๐
Other
customers
crm_office
๐ก๏ธ RLS Protected
Client's family <unk> Process and API documentation derived from code.
Fachliche Bestimmung: Client Stamm <unk> process and API documentation derived from code. Includes all registered processes, capabilities, state machines, APIs and tables for simulations and reviews.
โก Workflows and life cycles (4)
๐๏ธ Data models and fields (1)
๐ The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation. (42)
๐ก๏ธ Regulatory and compliance
โก Workflows and life cycles
Customer portal ordering and ERP casing
portal_order_cascade
From the customer portal basket to the automatic asset of quote and delivery order.
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: Bestรคtigungsseite & Auftragsnummer
1. CATALOG
Selection of products
customer selects products and fills in dynamic attribute field sets.
Aktionen: Compulsory field checking in the browser
2. SUBMIT
Transmission of orders
POST to /portal/{slug}/order with typically validated semantic_attributes.
Aktionen: to execute order_submit
3. QUOTE_GEN
Proposal for a Council Regulation (EC) No
System generates quote with source_type='SYSTEM' and 'portal_order'.
Aktionen: to take semantic_attributes
4. WORKORDER_GEN
The Commission shall adopt implementing acts.
Automatic production of the execution order (work order) in the LVS/ERP.
Aktionen: Other, of a kind used for the manufacture of goods
The following information is provided for in Article 2 (1) of Regulation (EC) No 1290:
plan:command_customer_crud_subagent
The following is the list of the main functions of the system:
1. customer_crud_subagent
customer_crud_subagent
The following is the list of the products:
Aktionen: customer_crud_subagent
Benutzerbefehl: portal admin agent
plan:command_portal_admin_agent
The following is the list of the main functions of the system:
1. portal_admin_agent
portal_admin_agent
{"key": "execute_command", "label": "Befehl prรผfen, ausfรผhren oder zur Freigabe vorlegen", "adapter": "agent.execute", "agent": "portal_admin_agent", "condition_fact": null}
Aktionen: portal_admin_agent
Customer portal request received
plan:portal_request_dispatch
The following is the list of the types of data that are used for the purpose of the report:
1. portal_request_dispatch_agent
portal_request_dispatch_agent
The following is the list of the products:
Aktionen: portal_request_dispatch_agent
๐๏ธ Data models and fields
๐ The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.
| Art | The method | Endpoint / path | Titel & Zweck | The Commission shall adopt the following: |
|---|---|---|---|---|
| โก REST API | DELETE | /api/v1/customers/{customer_id} |
delete_customer
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | DELETE | /api/v1/customers/{customer_id}/contacts/{contact_id} |
delete_contact
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | GET | /api/v1/customers |
list_customers
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /api/v1/customers/stats |
customer_stats
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /api/v1/customers/{customer_id} |
get_customer
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /api/v1/customers/{customer_id}/contacts |
list_contacts
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /api/v1/customers/{customer_id}/invoice-recipient |
get_invoice_recipient
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /api/v1/customers/{customer_id}/portal |
customer_portal_state
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /api/v1/customers/{customer_id}/shop-rates |
list_partner_shop_rates
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /api/v1/customers/{customer_id}/tree |
get_customer_tree
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /customers |
customers_page
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /customers/new |
customer_create_page
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /customers/{customer_id} |
customer_detail_page
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /customers/{customer_id}/edit |
customer_detail_page
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /customers/{customer_id}/portal |
customer_portal_admin_page
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | GET | /portal/{slug}/profil |
profile_page
Semantic binding: inventory_only; mutation=False
|
customers
|
| โก REST API | PATCH | /api/v1/customers/{customer_id} |
update_customer
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | PATCH | /api/v1/customers/{customer_id}/contacts/{contact_id} |
update_contact
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /api/v1/customers |
create_customer
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /api/v1/customers/{customer_id}/contacts |
create_contact
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /api/v1/customers/{customer_id}/portal/accounts |
customer_portal_account_add
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /api/v1/customers/{customer_id}/portal/accounts/{account_id}/password |
customer_portal_account_password
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /api/v1/customers/{customer_id}/portal/accounts/{account_id}/status |
customer_portal_account_status
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /api/v1/customers/{customer_id}/portal/invites |
customer_portal_invite
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /api/v1/customers/{customer_id}/portal/invites/{invite_id}/revoke |
customer_portal_invite_revoke
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /api/v1/customers/{customer_id}/portal/toggle |
customer_portal_toggle
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /customers/{customer_id}/portal |
customer_portal_admin_save
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /customers/{customer_id}/portal/accounts |
customer_portal_account_create
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /customers/{customer_id}/portal/accounts/{account_id}/password |
customer_portal_account_password
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /customers/{customer_id}/portal/accounts/{account_id}/status |
customer_portal_account_status
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /customers/{customer_id}/portal/invites |
customer_portal_invite_create
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /customers/{customer_id}/portal/invites/{invite_id}/revoke |
customer_portal_invite_revoke
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /portal/{slug}/profil |
profile_submit
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /portal/{slug}/profil/kontakte |
profile_contact_save
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /portal/{slug}/profil/kontakte/{contact_id}/loeschen |
profile_contact_delete
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /portal/{slug}/profil/standorte |
profile_location_save
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | POST | /portal/{slug}/profil/standorte/{location_id}/deaktivieren |
profile_location_deactivate
Semantic binding: operator_surface; mutation=True
|
customers
|
| โก REST API | PUT | /api/v1/customers/{customer_id}/shop-rates |
upsert_partner_shop_rate
Semantic binding: operator_surface; mutation=True
|
customers
|
| ๐ฅ๏ธ WEB-UI | GET | /portal/{slug}/ |
Portal homepage
Customers' dashboard with quick access and status keys
|
Standard |
| ๐ฅ๏ธ WEB-UI | GET | /portal/{slug}/bestellung |
Portal order page
Catalogue ordering with dynamic field sets
|
Standard |
| ๐ฅ๏ธ WEB-UI | GET | /portal/{slug}/rechnungen |
Invoices from the portal
Accounting archive and PDF download
|
Standard |
| โก REST API | POST | /portal/{slug}/bestellung |
Submission of the order
Validates field sets and generates quotas/work orders
|
Standard |
๐ก๏ธ Regulatory and compliance
Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:
- The Commission shall adopt the following implementing acts:
- The following information shall be provided: