54 lines
1.3 KiB
YAML
54 lines
1.3 KiB
YAML
company: blif
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profile_name: BLIF
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version: blif-flow-2026-06-28
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defaults:
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payment_terms: before_shipping
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delivery_terms: carrier
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follow_up_delay_days: 3
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documents:
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quote:
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label: Orçamento
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legacy_aliases: [proforma]
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invoice:
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label: Fatura
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payment_terms:
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before_shipping: Antes do envio
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after_delivery: Após entrega
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agreement: Conforme acordo
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undefined: A definir
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delivery_terms:
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carrier: Transportadora
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pickup: Levantamento
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install_partner: Eletricista/instalador do cliente
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undefined: A definir
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commercial_stages:
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- {code: NEW_LEAD, label: Novo pedido}
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- {code: INFO_SENT, label: Informação enviada}
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- {code: QUOTE_SENT, label: Orçamento enviado}
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- {code: WAITING_PAYMENT, label: A aguardar pagamento}
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- {code: PAYMENT_CONFIRMED, label: Pagamento confirmado}
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- {code: ODOO_ORDER_CREATED, label: Encomenda confirmada / em execução}
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- {code: WON, label: Concluído}
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- {code: LOST, label: Perdido}
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- {code: REVIEW, label: Rever}
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followups:
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types:
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quote: Orçamento enviado
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payment: Pagamento pendente
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review: Cliente a analisar
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generic: Follow-up genérico
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delays_days: [1, 2, 3, 5, 7, 14]
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rules:
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critical_guards:
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- nif_conflict_blocks_finance
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- no_duplicate_send
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- payment_confirmation_requires_audit
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- external_document_customer_mismatch_blocks_auto_action
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