Import ClientFlow production v4928.1.5.132.4

config/company_profiles/default/workflow.yaml

@@ -0,0 +1,53 @@
+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