API · v1 · stabil
CODEMETA OSDeveloper Center
Konsole öffnen
Entity · order_intake_profiles

Order Intake Profile Schema

Schema-ID
order_intake_profile
Collection
order_intake_profiles
Permissions
  • Lesenorder_intake_profile_view
  • Anlegenorder_intake_profile_create
  • Ändernorder_intake_profile_edit
  • Löschenorder_intake_profile_delete

Felder

Order Intake Profile Schema

order_intake_profiles4 Permissions

ADR 0285 — tenant-configurable rule set that turns a confirmed weclapp sales order into a native project + positions + tasks + checklists.

namestringerforderlich

Profile name.

1–200 Zeichen
isDefaultbooleanoptional

Exactly one active profile per tenant is the default (used when no party override matches).

Default: false
enabledbooleanoptional

Disabled profiles never run (rollout kill-switch).

Default: true
partyIdstringoptional

Optional customer party this profile is pinned to; null = tenant-wide.

PatternDefault: nullnullable
triggerGateobjectoptional

Explicit confirmation flag that must hold before the automation runs, evaluated against sales_order.weclappCustomAttributes. null = status pre-filter only.

Default: nullnullable
projectDefaultsobjectoptional

Defaults applied to the created project.

Default: {}
titleTemplatestringoptional

Handlebars-subset template for the project title.

max 300 ZeichenDefault: "{{orderNumber}} – {{Infotext}}"
descriptionTemplatestringoptional

Handlebars-subset template for the project (and, by default, task) description.

max 20000 Zeichennullable
deadlineKeystringoptional

weclappCustomAttributes key whose (date) value maps to project.endDate / task.dueDate (date-only, ADR 0285 G3).

max 200 ZeichenDefault: nullnullable
orgUnitIdstringoptional

Dispo org unit the created project lands in (ADR 0285, Decision 7).

PatternDefault: nullnullable
descriptionOnTasksbooleanoptional

Whether to also copy the full description onto every task (matches the ITF n8n default).

Default: true
writeBackobjectoptional

Optional narrow write-back to the weclapp sales order after materialisation. null = no write-back.

Default: nullnullable
rulesobject[]optional

Ordered match → outcome rules. The first matching rule wins per order position.

Default: []
matchobjectoptional

Match criteria against the (already-synced) article + order item. All present criteria must hold (AND). Omitted / null on the fallback rule.

Default: nullnullable
positionobjectoptional

Project-position outcome (ADR 0310) for a matched order item.

Default: {}
billingModelstringoptional

Force the position billing model. null = derive from the order item unit (hour-like → time_and_material, fixed amount → flat_rate).

Werte
flat_ratetime_and_materialnull
Default: nullnullable
limitModestringoptional

Hard budget cap on the lead task (ADR 0139). `derive` = take the cap from the order position (hour-like unit → minutes, fixed amount → amount); `minutes` / `amount` = force that dimension; `no_cap` = explicitly no cap. `none` is DEPRECATED — it used to mean `derive` while the UI labelled it "no cap", which made an explicit "no cap" inexpressible; it is still accepted (and read as `derive`) so profiles written before the rename keep working until the migration `scripts/migrations/2026-07-30-rename-intake-limit-mode.mjs` has run.

Werte
deriveminutesamountno_capnone
Default: "derive"
taskobjectoptional

Task outcome for a matched order item.

Default: {}
titleTemplatestringoptional

Handlebars-subset template for the task title.

max 300 ZeichenDefault: "{{orderNumber}} – {{Infotext}}"
checklistTemplateIdstringoptional

checklist_template to attach to the position / lead task (ADR 0217).

PatternDefault: nullnullable
assignobjectoptional

Assignment outcome (ADR 0285, Decision 7 / ADR 0224).

Default: {}
modestringoptional

OPEN = unassigned, dispatcher schedules via "Aufgaben planen". FIXED = pin to userId/orgUnitId. DISPATCH_RULE = set task.dispatchPending + dispatchRuleId.

Werte
OPENFIXEDDISPATCH_RULE
Default: "OPEN"
userIdstringoptional
PatternDefault: nullnullable
orgUnitIdstringoptional
PatternDefault: nullnullable
dispatchRuleIdstringoptional
PatternDefault: nullnullable
fallbackRuleobjectoptional

Outcome applied to order positions that match no rule (ITF service/consulting default).

Default: nullnullable

Standard-Endpoints

Diese Resource folgt dem generischen CRUD-Vertrag der Plattform. Lesen Sie die Konventionen für Pagination, Idempotenz, Optimistic Locking und Audit. Die wichtigsten Endpoints:

  • GET /api/v1/order_intake_profiles — Liste, paginiert + filterbar
  • GET /api/v1/order_intake_profiles/<id> — Einzelne Entity
  • POST /api/v1/order_intake_profiles — Anlegen
  • PATCH /api/v1/order_intake_profiles/<id> — Teil-Update
  • DELETE /api/v1/order_intake_profiles/<id> — Soft-Delete
  • GET /api/v1/order_intake_profiles/<id>/timeline — Audit + Aktivitäten

Suche