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🏠 Всички модули / crm_office / Пощенски вход и вход
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Пощенски вход и вход

inbox crm_office 🛡️ RLS Protected

Централен трик за всички документи (сканиране, електронни писма, снимки), OCR разпознаване и автоматично предварително събиране.

Fachliche Bestimmung: Централният входящ канал за документи от всякакъв вид. Документите могат да бъдат качени чрез претегляне и отпускане, електронна поща или мобилен качване.
⚡ Процес на развитие (19) 🗄️ Данни и полета (1) 🔌 Възходна точка (UI & API) (11) 🛡️ Регулаторни и съответстващи

⚡ Процес на развитие

Натискана снимка на типовия щит plan:asset_capture

Проверен траен план (durable_plan), старт: inbox_review.

1. asset_capture_agent
asset_capture_agent
{"key": "step_0", "label": "Hersteller, Modell, Seriennummer auslesen", "adapter": "agent.execute", "agent": "asset_capture_agent", "condition_fact": null}
Aktionen: asset_capture_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Foto mit Anlage verknuepfen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Наредба за ползване: входящ агент plan:command_inbox_agent

Проверен траен план (durable_plan), старт: manual_command.

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

Употребителска заповед: гласен агент plan:command_voice_agent

Проверен траен план (durable_plan), старт: manual_command.

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

договор загружено plan:contract_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. contract_agent
contract_agent
{"key": "step_0", "label": "Vertrag klassifizieren und erfassen", "adapter": "agent.execute", "agent": "contract_agent", "condition_fact": null}
Aktionen: contract_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Vertrag mit Kunde und Projekt verknuepfen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

стокова разписка загружено plan:delivery_note_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. delivery_note_agent
delivery_note_agent
{"key": "step_0", "label": "Lieferschein erkennen, Lieferant finden/anlegen, Wareneingang (DRAFT) mit Positionen erstellen", "adapter": "agent.execute", "agent": "delivery_note_agent", "condition_fact": null}
Aktionen: delivery_note_agent
2. material_capture_agent
material_capture_agent
{"key": "step_1", "label": "Geliefertes Material als Produktkandidaten erfassen", "adapter": "agent.execute", "agent": "material_capture_agent", "condition_fact": "has_materials"}
Aktionen: material_capture_agent
3. filing_agent
filing_agent
{"key": "step_2", "label": "Lieferschein in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Документ, занесен (без доказателство) plan:document_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. document_agent
document_agent
{"key": "step_0", "label": "Dokumenttyp erkennen", "adapter": "agent.execute", "agent": "document_agent", "condition_fact": null}
Aktionen: document_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Dokument in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Получаване на имейл plan:email_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. inbox_agent
inbox_agent
{"key": "step_0", "label": "E-Mail klassifizieren (Anfrage, Reklamation, etc.)", "adapter": "agent.execute", "agent": "inbox_agent", "condition_fact": null}
Aktionen: inbox_agent
2. inquiry_agent
inquiry_agent
{"key": "step_1", "label": "Anfrage in Angebot oder Aufgabe umwandeln", "adapter": "agent.execute", "agent": "inquiry_agent", "condition_fact": "is_inquiry"}
Aktionen: inquiry_agent
3. reply_agent
reply_agent
{"key": "step_2", "label": "Antwort-Entwurf erstellen", "adapter": "agent.execute", "agent": "reply_agent", "condition_fact": "needs_reply"}
Aktionen: reply_agent

Вградени разходите plan:expense_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. expense_agent
expense_agent
{"key": "step_0", "label": "Ausgabe erkennen, Betrag und Kategorie extrahieren", "adapter": "agent.execute", "agent": "expense_agent", "condition_fact": null}
Aktionen: expense_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Beleg in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Входяща кутия: Разпознаване, проверка и каскадиране plan:inbox_intake

Проверен траен план (durable_plan), старт: входяща кутия.

1. step_0
Стъпка 1
{"key": "process_inbox", "label": "Eingang verarbeiten und freigeben", "adapter": "inbox.process", "agent": null, "condition_fact": null}

Загрузени ISM-теглени plan:ism_evidence_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. ism_evidence_agent
ism_evidence_agent
{"key": "step_0", "label": "Nachweis klassifizieren und mit Massnahme verknuepfen", "adapter": "agent.execute", "agent": "ism_evidence_agent", "condition_fact": null}
Aktionen: ism_evidence_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Nachweisdokument ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Засилено plan:ism_incident_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. ism_incident_agent
ism_incident_agent
{"key": "step_0", "label": "Vorfall klassifizieren und im ISM-Register anlegen", "adapter": "agent.execute", "agent": "ism_incident_agent", "condition_fact": null}
Aktionen: ism_incident_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Vorfalldokument ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Загрузване на директива за безопасност plan:ism_policy_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. ism_policy_agent
ism_policy_agent
{"key": "step_0", "label": "Richtlinie klassifizieren und als Entwurf anlegen", "adapter": "agent.execute", "agent": "ism_policy_agent", "condition_fact": null}
Aktionen: ism_policy_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Richtlinie in der ISM-Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Загрузени протоколи за поддръжка plan:maintenance_report_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. maintenance_report_agent
maintenance_report_agent
{"key": "step_0", "label": "Wartungsprotokoll klassifizieren und optional an Anlage haengen", "adapter": "agent.execute", "agent": "maintenance_report_agent", "condition_fact": null}
Aktionen: maintenance_report_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Protokoll in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Поискане/предположение за разходи plan:quote_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. inquiry_agent
inquiry_agent
{"key": "step_0", "label": "Anfrage erkennen und Kunde zuordnen", "adapter": "agent.execute", "agent": "inquiry_agent", "condition_fact": null}
Aktionen: inquiry_agent
2. quote_agent
quote_agent
{"key": "step_1", "label": "Angebotsentwurf erstellen", "adapter": "agent.execute", "agent": "quote_agent", "condition_fact": "is_quote_request"}
Aktionen: quote_agent
3. filing_agent
filing_agent
{"key": "step_2", "label": "Anfrage in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Залагане на свидетелство или квитанция plan:receipt_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. receipt_agent
receipt_agent
{"key": "step_0", "label": "Beleg erkennen, Lieferant und Betrag extrahieren", "adapter": "agent.execute", "agent": "receipt_agent", "condition_fact": null}
Aktionen: receipt_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Dokument in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent
3. material_capture_agent
material_capture_agent
{"key": "step_2", "label": "Material aus Beleg erfassen", "adapter": "agent.execute", "agent": "material_capture_agent", "condition_fact": "has_materials"}
Aktionen: material_capture_agent

Фото на строителни обекти plan:site_documentation

Проверен траен план (durable_plan), старт: inbox_review.

1. site_documentation_agent
site_documentation_agent
{"key": "step_0", "label": "Foto als Baustellenbericht klassifizieren", "adapter": "agent.execute", "agent": "site_documentation_agent", "condition_fact": null}
Aktionen: site_documentation_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Bericht mit Projekt verknuepfen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Предоставящи сметки plan:supplier_invoice_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. supplier_invoice_agent
supplier_invoice_agent
{"key": "step_0", "label": "Rechnung erkennen, Lieferant finden/anlegen, Beleg + Buchungsvorschlag + Projektkosten erstellen", "adapter": "agent.execute", "agent": "supplier_invoice_agent", "condition_fact": null}
Aktionen: supplier_invoice_agent
2. filing_agent
filing_agent
{"key": "step_1", "label": "Rechnung in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}
Aktionen: filing_agent

Приемане на писмени бележки plan:voice_processing

Проверен траен план (durable_plan), старт: inbox_review.

1. voice_agent
voice_agent
{"key": "step_0", "label": "Sprache erkennen und weiterleiten", "adapter": "agent.execute", "agent": "voice_agent", "condition_fact": null}
Aktionen: voice_agent
2. time_capture_agent
time_capture_agent
{"key": "step_1", "label": "Zeiterfassung erstellen", "adapter": "agent.execute", "agent": "time_capture_agent", "condition_fact": "has_time_entry"}
Aktionen: time_capture_agent

Пощенски вход status:inbox_item

Процес на наблюдение (наблюдаема)

1. new
ново
Статус <unk>new<unk> на станната машина пощенска входна точка.
2. routing
маршрутизиране
Статус <unk>рутинга <unk> на статия машина по пощенски вход.
3. processing
Процес на преработка
Статус <unk> обработка <unk> на статия машина по пощенски вход.
4. needs_review
needs_review
Статус <unk>needs_review<unk> на статия машина по пощенска входна точка.
5. completed
завършено
Статус <unk>повършен <unk> на станната машина пощенска входна точка.
6. failed
Недействително
Статус <unk>недействал <unk> на станната машина пощенска входна точка.

🗄️ Данни и полета

InboxItems inbox_items RLS Aktiv
27 Поле / колони

Tabelle inbox_items

Feldname Тип на данни Обявяване Schlüssel Специално значение
source VARCHAR(48) Ja * - Feld source
raw_text TEXT Nein - Feld raw_text
document_id UUID Nein FK ➔ documents.id Feld document_id
audio_document_id UUID Nein FK ➔ documents.id Feld audio_document_id
sender VARCHAR(320) Nein - Feld sender
recipient VARCHAR(320) Nein - Feld recipient
received_at DATETIME Ja * - Feld received_at
status VARCHAR(48) Ja * - Feld status
detected_intent VARCHAR(64) Nein - Feld detected_intent
routing_confidence NUMERIC(4, 3) Nein - Feld routing_confidence
assigned_agent VARCHAR(64) Nein - Feld assigned_agent
context_project_id UUID Nein FK ➔ projects.id Feld context_project_id
context_customer_id UUID Nein FK ➔ customers.id Feld context_customer_id
context_work_order_id UUID Nein FK ➔ work_orders.id Feld context_work_order_id
error TEXT Nein - Feld error
classified_module VARCHAR(32) Nein - Feld classified_module
classification_label VARCHAR(64) Nein - Feld classification_label
idempotency_key VARCHAR(128) Nein - Feld idempotency_key
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

🔌 Възходна точка (UI & API)

Art Метод Крайното място / път Titel & Zweck Оправомощение
⚡ REST API GET /api/v1/inbox
list_items
Semantic binding: inventory_only; mutation=False
 inbox
⚡ REST API GET /api/v1/inbox/{item_id}
get_item
Semantic binding: inventory_only; mutation=False
 inbox
⚡ REST API GET /inbox
inbox_page
Semantic binding: inventory_only; mutation=False
 inbox
⚡ REST API POST /api/v1/inbox/approve-all-recognized
approve_all_recognized
Semantic binding: operator_surface; mutation=True
 inbox
⚡ REST API POST /api/v1/inbox/capture
Сглобяване
Semantic binding: operator_surface; mutation=True
 inbox
⚡ REST API POST /api/v1/inbox/{item_id}/analyze-portal-upload
analyze_portal_upload
Semantic binding: operator_surface; mutation=True
 inbox
⚡ REST API POST /api/v1/inbox/{item_id}/approve
approve_item
Semantic binding: operator_surface; mutation=True
 inbox
⚡ REST API POST /api/v1/inbox/{item_id}/process
process_item
Semantic binding: operator_surface; mutation=True
 inbox
⚡ REST API POST /api/v1/inbox/{item_id}/retry
retry_failed_item
Semantic binding: operator_surface; mutation=True
 inbox
⚡ REST API POST /api/v1/inbox/{item_id}/supervisor-requeue
supervisor_requeue_orphan
Semantic binding: operator_surface; mutation=True
 inbox
⚡ REST API POST /api/v1/inbox/upload
Залагане на документи
Приема нови документи и подкрепя ОCR
 inbox:write

🛡️ Регулаторни и съответстващи

Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:

  • Сбор на електронни документи
  • Заместващи скани (RESISCAN TR-03138)
Свързани модули:
➔ documents ➔ agents ➔ expenses ➔ matching