company: blif
profile_name: BLIF
version: blif-flow-2026-06-28

defaults:
  payment_terms: before_shipping
  delivery_terms: carrier
  follow_up_delay_days: 3

documents:
  quote:
    label: Orçamento
    legacy_aliases: [proforma]
  invoice:
    label: Fatura

payment_terms:
  before_shipping: Antes do envio
  after_delivery: Após entrega
  agreement: Conforme acordo
  undefined: A definir

delivery_terms:
  carrier: Transportadora
  pickup: Levantamento
  install_partner: Eletricista/instalador do cliente
  undefined: A definir

commercial_stages:
  - {code: NEW_LEAD, label: Novo pedido}
  - {code: INFO_SENT, label: Informação enviada}
  - {code: QUOTE_SENT, label: Orçamento enviado}
  - {code: WAITING_PAYMENT, label: A aguardar pagamento}
  - {code: PAYMENT_CONFIRMED, label: Pagamento confirmado}
  - {code: ODOO_ORDER_CREATED, label: Encomenda confirmada / em execução}
  - {code: WON, label: Concluído}
  - {code: LOST, label: Perdido}
  - {code: REVIEW, label: Rever}

followups:
  types:
    quote: Orçamento enviado
    payment: Pagamento pendente
    review: Cliente a analisar
    generic: Follow-up genérico
  delays_days: [1, 2, 3, 5, 7, 14]

rules:
  critical_guards:
    - nif_conflict_blocks_finance
    - no_duplicate_send
    - payment_confirmation_requires_audit
    - external_document_customer_mismatch_blocks_auto_action
