Party Schema

Type of party

Party name

Display name

Unique ALL CAPS abbreviation (e.g. ITF)

Whether party is a customer

Whether party is a prospect (Interessent) — potential customer not yet converted

Whether party is a supplier

Whether this person may approve customer-portal orders (used by approval-policy supervisor-chain resolution).

True when this PERSON party was created solely as part of a portal-invite flow (not via the Kontakte-Tab). Used by the revoke handler to clean up stub persons whose only purpose was the invitation, when that invitation gets cancelled before acceptance.

Maximum order net total (EUR) this person may approve. null = unlimited. Only meaningful when isApprover=true.

Whether party is a partner

Parent ORGANIZATION party (corporate group hierarchy). Must be null on PERSON parties — see ADR 0098.

Address ID at the parent organization where this person is located

Website URL

Mail domains of an ORGANIZATION (lowercase, without "@"). Exact-match anchor for attaching auto-provisioned portal users to this company (ADR 0808). Freemail domains are rejected by the party hook. Must be empty on PERSON parties.

When several ORGANIZATIONs share a domain in `emailDomains`, the one carrying this flag wins the domain match (ADR 0808). At most one non-deleted party per tenant and domain may carry it — enforced by the party hook.

Customer business/opening hours (Geschäftszeiten)

Steuernummer (locally issued by Finanzamt, e.g. "12/345/67890"). 10–15 digits, optional slashes; whitespace must be stripped client-side. For the EU VAT ID use vatId instead.

USt-IdNr. / EU VAT identification number (ISO 3166-1 alpha-2 country code + identifier, e.g. "DE123456789"). Must be normalized (uppercase, no whitespace/dots/dashes) before persisting; landesspezifische Format-Validität wird über @codemeta/shared `isValidVatId` zusätzlich am Client geprüft.

Free-text notes

First name (for PERSON type)

Last name (for PERSON type)

Salutation (for PERSON type)

Academic/honorary title, e.g. "Dr." or "Prof. Dr." (for PERSON type)

Job title (for PERSON type)

Preferred communication language (ISO 639-1). PERSON: language of the contact. ORGANIZATION: customer-wide default for ticket communication (ADR 0875).

Additional communication languages (ISO 639-1, for PERSON type)

How this party wants to be reached after a ticket is resolved (CALL | MESSAGE | NONE; null = not specified). Set on a PERSON for that contact, or on an ORGANIZATION as the default for its contacts; a PERSON value overrides the company default.

Customer number

Stable DATEV-Debitorenkontonummer (assigned on first DATEV export, persisted for subsequent exports)

Stable DATEV-Kreditorenkontonummer (assigned when this party is referenced from a vendor invoice)

Supplier number (Lieferantennummer)

Account manager / responsible user (synced with weclapp)

PERSON only: true = AM is curated on the person directly; false = AM is derived from the linked organizations via party_relationships. ORGANIZATION: ignored. Documents lacking this field are treated at read time as (responsibleUserId != null), preserving pre-existing data on live tenants.

PERSON + hasOwnResponsibleUser=false only: distinct account managers of all linked organizations (driven by recomputePersonResponsibleUser). Server-managed — not writable via the API. Empty array otherwise.

Primary technical team (org unit). Automatically mirrored into assignedOrgUnitIds so the team gains access; secondary teams may be added directly via the team management page (ADR 0124, revised).

All org units (teams) that have access to this party. Drives the team_member data-scope and the SpiceDB assigned_org_unit relation. Contains teamId plus any extra teams granted access via the team management page.

PERSON only: true = primary technical team (teamId) is curated on the person directly; false = teamId is derived from the linked organizations via party_relationships (ADR 0318, mirrors hasOwnResponsibleUser). ORGANIZATION: ignored. Documents lacking this field are treated at read time as (teamId != null), preserving pre-existing data on live tenants (no backfill required).

PERSON + hasOwnTeam=false only: distinct primary technical teams of all linked organizations (driven by recomputePersonTeam). Server-managed — not writable via the API. Empty array otherwise.

Customer classification (A = highest priority)

Party tags

Whether this party represents the tenant own company

Whether work booked on this party counts as INTERNAL in reports (ADR 1013). Unlike isSelfCompany this flag may be set on MANY parties of a tenant: a Systemhaus whose branches are each kept as their own party record ticks it on all of them. isSelfCompany stays single-valued — it identifies THE legal entity and nine read sites in API and worker resolve it with findOne({ isSelfCompany: true }) for the letterhead, the travel start point, availability, company sites, the mail sender and onboarding; a second match would hand them an arbitrary branch. isSelfCompany: true already implies internal, so readers build { $or: [{ isSelfCompany: true }, { isInternalCompany: true }] } and nobody has to tick both.

Travel/distance configuration for this party

Block all dunning for this customer (Mahnsperre)

Party is retired: kept for historical references but no longer offered in any selector. Absence of the field means active — read filters must use { $ne: true }, never { inactive: false }.

Why the party was set inactive (e.g. "Kunde abgewandert 03/2026").

When the party was set inactive. Server-filled by the party beforeUpdate hook, which overwrites any client value.

Internal users._id that set the party inactive. Server-filled by the party beforeUpdate hook, which overwrites any client value.

The company this party was merged into. Set on the first confirmed merge run and kept through delete/retire so old links can be forwarded.

When the merge into mergedIntoPartyId was started.

Internal users._id that started the merge.

Site (addresses[]._id of mergedIntoPartyId) the merged documents were pointed at; null when the merge targeted the company as a whole. Written with mergedIntoPartyId so later batches of the same merge cannot switch sites.

Billing block (Abrechnungssperre) — when active, invoices and Leistungsnachweise cannot be created for this party

Service block (Leistungssperre) — when active, tickets/time-records/calendar-events for this party trigger warnings; time-records require approval

Read-only mirror of the weclapp customer block (customerBlocked / customerInsolvent + customerBlockNotice). weclapp-master — set by the weclapp party sync, never edited in Codemeta and never pushed back. When blocked, it triggers both the billing- and service-block warnings (party-block helpers), mirroring the TANSS lockout behaviour.

File ID of the party logo (from file storage)

Per-customer overrides for service type billing parameters

ADR 0480 — customer-wide travel conditions. Third step of the €/km precedence (contract → customer → tenant default → fallback); applies to customers with negotiated rates but no maintenance contract. Same fields as contract.conditions.travelAllowance, deliberately named differently to keep it apart from party.travelConfig (the ADR 0033b distance matrix).

ADR 0909 — per-customer presentation of the Leistungsnachweis. Resolved via resolveGroupPositionsByTicket() at generation time and snapshotted on the performance record.

Persistente Hinweise zur Firma, die kontextabhängig in Tickets, Leistungserfassung oder anderen Workflows als Banner angezeigt werden. Pendant zu TANSS-supportInfos: dort wurden sie beim Auswählen des Kunden als Popup gezeigt; in Codemeta surface wir sie an den Touchpoints, an denen mit dem Kunden gearbeitet wird.

Provenance marker for the source system this party was imported from (e.g. TANSS). NOTE: The weclapp sync anchor lives in externalReferences[system="weclapp"], NOT here (ADR 0147 §3).

Cross-system linking refs (e.g. weclapp). The weclapp entry is the canonical identity anchor for the bidirectional party sync (ADR 0147). Read/written by the inbound + outbound sync workers and indexed for duplicate prevention.

Opt-in flag for the bidirectional weclapp party sync (ADR 0147). Only consulted when the tenant runs partySync.scope.mode = "opt-in"; ignored in "all"/"filtered"/"off".

Customer-portal shop configuration for this organization. Master switches that gate per-role permissions defined in shop_roles.

Aggregated CRM relationship metrics (satisfaction, NPS, etc.)

Timestamp at which the latest inbound customer email linked to this party was acknowledged as "handled, no reply needed". Clears the account-level awaiting-reply badge in the CRM list when >= the last inbound email time; a newer inbound email re-arms it. Mirrors opportunity.inboundReplyAckedAt.

User who acknowledged the latest inbound customer email (see inboundReplyAckedAt).