📘

Management of tasks

tasks crm_office 🛡️ RLS Protected

Task management <unk> Process and API documentation derived from code.

Fachliche Bestimmung: Task management <unk> process and API documentation derived from code. Includes all registered processes, capabilities, state machines, APIs and tables for simulations and reviews.

⚡ Workflows and life cycles (10) 🗄️ Data models and fields (3) 🔌 The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation. (28) 🛡️ Regulatory and compliance

⚡ Workflows and life cycles

Contract life cycle `cascade:business.contract.lifecycle`

The following information shall be provided:

1. contract

The following points shall be added:

The following points are added:

Aktionen: contract.create

2. task

The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.

other tasks

Aktionen: create_task

Correspondence → CRM `cascade:business.correspondence.crm`

The following information shall be provided:

1. lead

CRM lead / request

Other

Aktionen: Cm. lead. create

2. task

Requirements

other tasks

Aktionen: create_task

Kundenauftrag → Abwicklung `cascade:business.customer_order.fulfill`

The following information shall be provided:

1. order

Verkaufsauftrag anlegen / bestätigen

sales

Aktionen: sales.create

2. issue

Booking of the outcome of the goods as draft

Inventory

Aktionen: - I 'm not sure .

3. tour

The Commission shall adopt a decision on the following:

Logistics

Aktionen: create_tour

4. project

The Commission shall adopt the following measures:

Projects

Aktionen: link_project

5. task

Exercise / calculate

other tasks

Aktionen: create_task

Other, of a kind used for the manufacture of goods `cascade:business.delivery_note.intake`

The following information shall be provided:

1. stock

Commodity receipts

Inventory

Aktionen: post_goods_receipt

2. tour

Tour / further transport planning

Logistics

Aktionen: create_tour

3. task

Checking / comparing the entry of goods

other tasks

Aktionen: create_task

4. qc

Quality control in case of suspected defects

Inventory

Aktionen: quality.check.create

5. ticket

Ticket for complaints in case of defects

Tickets

Aktionen: create_ticket

Verification of the order confirmation `cascade:business.order_confirmation.check`

The following information shall be provided:

1. match

AB <unk> Comparison of orders

The purchase

Aktionen: Order_confirmation.match

2. project

The Commission shall adopt the following measures:

Projects

Aktionen: link_project

3. task

The Commission shall adopt the following implementing acts:

other tasks

Aktionen: create_task

Refunds `cascade:business.return_note.handling`

The following information shall be provided:

1. ticket

The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.

Tickets

Aktionen: create_ticket

2. tour

Planning of the collection tour

Logistics

Aktionen: create_tour

3. task

Refunds further

other tasks

Aktionen: create_task

The following table shows the calculation of the total amount of the `cascade:business.supplier_invoice.p2p`

The following information shall be provided:

1. booking

Establishment of the accounting rate

Accounting

Aktionen: accounting. entry

2. project

Project costs

Projects

Aktionen: link_project

3. task

Period / account monitoring

other tasks

Aktionen: create_task

External services → accounting `cascade:business.work_report.billing`

The following information shall be provided:

1. fieldservice

The Commission shall adopt the following measures:

field service

Aktionen: create_service_report

2. task

Follow-up of accounts

other tasks

Aktionen: create_task

3. ticket

Ticket in case of defects/disturbances

Tickets

Aktionen: create_ticket

The Commission shall adopt the following: `cascade_target:business.task.followup`

The following information shall be provided:

1. cascade

The Commission shall adopt the following:

The Commission `status:task`

The following information is provided by the Commission on the basis of the information provided by the Member States:

1. todo

all

The status of the state machine

2. open

Open

State of the machine

3. in_progress

in_progress

Status <unk>in_progress<unk> of the state machine task.

4. blocked

blocked

Status of the state machine task.

5. review

the review

The condition of the machine

6. done

- finished

Status of the condition machine

7. cancelled

cancelled

Status of the state machine

🗄️ Data models and fields

TaskChecklistItems task_checklist_items RLS Aktiv

12 Fields and columns

Tabelle task_checklist_items

Feldname	Type of data	The Commission	Schlüssel	The technical significance
`task_id`	`UUID`	Ja *	FK ➔ tasks.id	Feld task_id
`title`	`VARCHAR(255)`	Ja *	-	Feld title
`is_done`	`BOOLEAN`	Ja *	-	Feld is_done
`position`	`INTEGER`	Ja *	-	Feld position
`assigned_user_id`	`UUID`	Nein	FK ➔ users.id	Feld assigned_user_id
`completed_at`	`DATETIME`	Nein	-	Feld completed_at
`completed_by`	`UUID`	Nein	FK ➔ users.id	Feld completed_by
`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
`metadata`	`JSONB`	Ja *	-	Feld metadata

TaskDependencies task_dependencies RLS Aktiv

11 Fields and columns

Tabelle task_dependencies

Feldname	Type of data	The Commission	Schlüssel	The technical significance
`task_id`	`UUID`	Ja *	FK ➔ tasks.id	Feld task_id
`predecessor_id`	`UUID`	Ja *	FK ➔ tasks.id	Feld predecessor_id
`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

Tasks tasks RLS Aktiv

32 Fields and columns

Tabelle tasks

Feldname	Type of data	The Commission	Schlüssel	The technical significance
`title`	`VARCHAR(255)`	Ja *	-	Feld title
`description`	`TEXT`	Nein	-	Feld description
`status`	`VARCHAR(48)`	Ja *	-	Feld status
`priority`	`VARCHAR(48)`	Ja *	-	Feld priority
`due_at`	`DATETIME`	Nein	-	Feld due_at
`started_at`	`DATETIME`	Nein	-	Feld started_at
`completed_at`	`DATETIME`	Nein	-	Feld completed_at
`estimated_hours`	`NUMERIC(14, 2)`	Nein	-	Feld estimated_hours
`logged_hours`	`NUMERIC(14, 2)`	Nein	-	Feld logged_hours
`tags`	`JSONB`	Nein	-	Feld tags
`assigned_user_id`	`UUID`	Nein	FK ➔ users.id	Feld assigned_user_id
`customer_id`	`UUID`	Nein	FK ➔ customers.id	Feld customer_id
`project_id`	`UUID`	Nein	FK ➔ projects.id	Feld project_id
`work_order_id`	`UUID`	Nein	FK ➔ work_orders.id	Feld work_order_id
`asset_id`	`UUID`	Nein	FK ➔ assets.id	Feld asset_id
`ticket_id`	`UUID`	Nein	FK ➔ tickets.id	Feld ticket_id
`milestone_id`	`UUID`	Nein	FK ➔ project_milestones.id	Feld milestone_id
`entity_type`	`VARCHAR(64)`	Nein	-	Feld entity_type
`entity_id`	`UUID`	Nein	-	Feld entity_id
`action_url`	`VARCHAR(512)`	Nein	-	Feld action_url
`created_by_agent`	`VARCHAR(64)`	Nein	-	Feld created_by_agent
`source_event_id`	`UUID`	Nein	-	Feld source_event_id
`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

🔌 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:
⚡ REST API	DELETE	`/api/v1/tasks/checklist/{item_id}`	delete_checklist_item Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	DELETE	`/api/v1/tasks/{task_id}`	delete_task Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	DELETE	`/api/v1/tasks/{task_id}/dependencies/{predecessor_id}`	remove_dependency Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	GET	`/api/v1/tasks`	list_tasks Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/api/v1/tasks/board`	get_task_board Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/api/v1/tasks/context/{entity_type}/{entity_id}`	list_tasks_for_context Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/api/v1/tasks/count`	open_count Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/api/v1/tasks/my`	my_tasks Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/api/v1/tasks/{task_id}`	get_task Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/api/v1/tasks/{task_id}/dependencies`	list_dependencies Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/aufgaben`	tasks_page Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/aufgaben/neu`	task_create_page Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/aufgaben/{task_id}`	task_detail_page Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/tasks`	tasks_page Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/tasks/new`	task_create_page Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	GET	`/tasks/{task_id}`	task_detail_page Semantic binding: inventory_only; mutation=False	`tasks`
⚡ REST API	PATCH	`/api/v1/tasks/checklist/{item_id}`	update_checklist_item Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	PATCH	`/api/v1/tasks/checklist/{item_id}/toggle`	toggle_checklist_item Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	PATCH	`/api/v1/tasks/{task_id}`	update_task Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	PATCH	`/api/v1/tasks/{task_id}/status`	update_task_status Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	POST	`/api/v1/tasks`	create_task Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	POST	`/api/v1/tasks/context/{entity_type}/{entity_id}`	create_task_for_context Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	POST	`/api/v1/tasks/{task_id}/assign`	assign_task Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	POST	`/api/v1/tasks/{task_id}/cancel`	cancel_task Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	POST	`/api/v1/tasks/{task_id}/checklist`	add_checklist_item Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	POST	`/api/v1/tasks/{task_id}/complete`	complete_task Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	POST	`/api/v1/tasks/{task_id}/dependencies`	add_dependency Semantic binding: operator_surface; mutation=True	`tasks`
⚡ REST API	POST	`/api/v1/tasks/{task_id}/log-time`	log_task_time Semantic binding: operator_surface; mutation=True	`tasks`

🛡️ 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:

Management of tasks

⚡ Workflows and life cycles

Contract life cycle cascade:business.contract.lifecycle

Correspondence → CRM cascade:business.correspondence.crm

Kundenauftrag → Abwicklung cascade:business.customer_order.fulfill

Other, of a kind used for the manufacture of goods cascade:business.delivery_note.intake

Verification of the order confirmation cascade:business.order_confirmation.check

Refunds cascade:business.return_note.handling

The following table shows the calculation of the total amount of the cascade:business.supplier_invoice.p2p

External services → accounting cascade:business.work_report.billing

The Commission shall adopt the following: cascade_target:business.task.followup

The Commission status:task

🗄️ Data models and fields

🔌 The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.

🛡️ Regulatory and compliance

Contract life cycle `cascade:business.contract.lifecycle`

Correspondence → CRM `cascade:business.correspondence.crm`

Kundenauftrag → Abwicklung `cascade:business.customer_order.fulfill`

Other, of a kind used for the manufacture of goods `cascade:business.delivery_note.intake`

Verification of the order confirmation `cascade:business.order_confirmation.check`

Refunds `cascade:business.return_note.handling`

The following table shows the calculation of the total amount of the `cascade:business.supplier_invoice.p2p`

External services → accounting `cascade:business.work_report.billing`

The Commission shall adopt the following: `cascade_target:business.task.followup`

The Commission `status:task`