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VFS Drafts: Collaborative Quote and Order Editing
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# Overview
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The virtual directory `drafts/` in VFS allows the LLM agent and the frontend user to collaborate in real time on in-progress commercial documents.
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Drafts are stateful forms maintained in the frontend application and synchronized with the backend.
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There are two virtual draft files:
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1. `drafts/quote` : Sales Quote / Angebot (Customer sales proposal)
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2. `drafts/order` : Sales Order / Auftrag & Bestellung (Customer order confirmation)
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---
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# Draft JSON Schemas
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## 1. Common Manifest Envelope Schema
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Every draft file contains a root object with a `manifest` property conforming to this JSON Schema:
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```json
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{
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"$schema": "http://json-schema.org/draft-07/schema#",
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"title": "DraftManifestEnvelope",
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"type": "object",
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"required": ["manifest"],
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"properties": {
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"manifest": {
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"type": "object",
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"required": ["kind", "mode", "lines"],
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"properties": {
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"kind": {
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"type": "string",
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"enum": ["quote", "order"],
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"description": "Document type"
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},
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"mode": {
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"type": "string",
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"enum": ["create", "edit"],
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"description": "Whether creating a new document or editing an existing saved one"
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},
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"id": {
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"type": ["integer", "null"],
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"description": "Database document ID (null for new drafts, integer when editing)"
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},
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"date": {
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"type": ["string", "null"],
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"format": "date",
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"description": "ISO date string (YYYY-MM-DD) or null"
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},
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"partyId": {
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"type": ["integer", "null"],
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"description": "Customer entity.id for quotes and orders"
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},
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"number": {
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"type": ["string", "null"],
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"description": "Document identifier. Null for automatic numbering upon commit"
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},
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"externalNumber": {
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"type": ["string", "null"],
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"description": "External reference (e.g. customer PO number, supplier delivery slip number)"
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},
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"comment": {
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"type": ["string", "null"],
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"description": "Document-level remarks or notes"
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},
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"lines": {
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"type": "array",
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"description": "Ordered line items of the document"
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}
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}
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}
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}
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}
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```
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---
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## 2. Sales Quote Draft (`drafts/quote`)
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Used for preparing customer sales proposals (Angebote).
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### Complete Quote JSON Schema
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```json
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{
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"$schema": "http://json-schema.org/draft-07/schema#",
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"title": "QuoteDraft",
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"type": "object",
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"required": ["manifest"],
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"properties": {
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"manifest": {
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"type": "object",
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"required": ["kind", "mode", "lines"],
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"properties": {
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"kind": { "type": "string", "const": "quote" },
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"mode": { "type": "string", "enum": ["create", "edit"] },
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"id": { "type": ["integer", "null"] },
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"date": {
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"type": ["string", "null"],
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"format": "date",
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"description": "Offer validity expiration date (Gültig bis, YYYY-MM-DD)"
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},
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"partyId": {
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"type": ["integer", "null"],
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"description": "Customer entity ID (entity.id)"
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},
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"number": {
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"type": ["string", "null"],
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"description": "Quote number (null for auto-generation)"
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},
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"externalNumber": {
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"type": ["string", "null"],
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"description": "Customer project or RFQ reference"
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},
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"comment": {
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"type": ["string", "null"],
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"description": "Optional quotation remark"
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},
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"lines": {
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"type": "array",
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"items": {
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"type": "object",
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"required": ["name", "amount", "net", "taxrate"],
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"properties": {
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"pos": {
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"type": "integer",
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"minimum": 1,
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"description": "Position line number (1, 2, 3...)"
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},
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"sku": {
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"type": ["string", "null"],
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"description": "Catalogue article SKU, or null for custom service/text position"
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},
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"name": {
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"type": "string",
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"description": "Title or designation of the position"
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},
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"amount": {
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"type": "number",
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"exclusiveMinimum": 0,
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"description": "Quoted quantity"
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},
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"pu": {
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"type": "number",
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"minimum": 1,
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"default": 1,
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"description": "Packing unit / price unit (Preiseinheit, default 1)"
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},
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"net": {
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"type": "number",
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"minimum": 0,
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"description": "Net unit price in EUR"
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},
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"gross": {
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"type": ["number", "null"],
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"description": "Gross unit price in EUR (net * (1 + taxrate/100))"
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},
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"taxrate": {
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"type": "number",
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"minimum": 0,
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"description": "VAT rate percentage (e.g. 19 or 7)"
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},
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"rebate": {
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"type": "number",
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"minimum": 0,
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"maximum": 100,
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"default": 0,
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"description": "Line discount percentage (0 to 100)"
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},
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"unit": {
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"type": ["string", "null"],
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"description": "Unit of measurement (e.g. 'Stück', 'm', 'kg', 'Pauschal')"
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},
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"comment": {
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"type": ["string", "null"],
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"description": "Optional line-specific comment or specification"
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}
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}
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}
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}
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}
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}
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}
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}
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```
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### Complete Quote Example
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```json
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{
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"manifest": {
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"kind": "quote",
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"mode": "create",
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"id": null,
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"date": "2026-11-30",
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"partyId": 104,
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"number": null,
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"externalNumber": "ANFRAGE-2026-441",
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"comment": "Angebot freibleibend, Lieferung frei Haus ab 250 EUR.",
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"lines": [
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{
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"pos": 1,
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"sku": "42001257",
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"name": "1 Pot 8L System inkl. 47L Wasserfass",
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"amount": 2,
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"pu": 1,
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"net": 58.74,
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"gross": 69.90,
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"taxrate": 19,
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"rebate": 0,
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"unit": "Stück",
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"comment": null
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},
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{
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"pos": 2,
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"sku": null,
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"name": "Aufbau und Fachberatung vor Ort",
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"amount": 1.5,
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"pu": 1,
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"net": 80.00,
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"gross": 95.20,
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"taxrate": 19,
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"rebate": 10,
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"unit": "Std",
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"comment": "Inklusive Anfahrt Zone 1"
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}
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]
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}
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}
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```
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---
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## 3. Sales Order Draft (`drafts/order`)
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Used for customer order confirmations and sales orders (Aufträge & Bestellungen).
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### Complete Order JSON Schema
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```json
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{
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"$schema": "http://json-schema.org/draft-07/schema#",
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"title": "OrderDraft",
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"type": "object",
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"required": ["manifest"],
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"properties": {
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"manifest": {
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"type": "object",
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"required": ["kind", "mode", "lines"],
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"properties": {
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"kind": { "type": "string", "const": "order" },
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"mode": { "type": "string", "enum": ["create", "edit"] },
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"id": { "type": ["integer", "null"] },
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"date": {
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"type": ["string", "null"],
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"format": "date",
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"description": "Expected delivery date (Liefertermin, YYYY-MM-DD)"
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},
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"partyId": {
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"type": ["integer", "null"],
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"description": "Customer entity ID (entity.id)"
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},
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"number": {
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"type": ["string", "null"],
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"description": "Order number (null for auto-generation)"
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},
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"externalNumber": {
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"type": ["string", "null"],
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"description": "Customer purchase order / PO number (Kundenbestellnummer)"
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},
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"comment": {
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"type": ["string", "null"],
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"description": "Optional order remark or delivery instruction"
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},
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"lines": {
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"type": "array",
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"items": {
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"type": "object",
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"required": ["name", "amount", "net", "taxrate"],
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"properties": {
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"pos": {
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"type": "integer",
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"minimum": 1,
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"description": "Position line number (1, 2, 3...)"
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},
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"sku": {
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"type": ["string", "null"],
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"description": "Article SKU"
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},
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"name": {
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"type": "string",
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"description": "Line item description"
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},
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"amount": {
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"type": "number",
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"exclusiveMinimum": 0,
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"description": "Ordered quantity"
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},
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"pu": {
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"type": "number",
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"minimum": 1,
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"default": 1,
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"description": "Packaging unit / price unit (default 1)"
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},
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"net": {
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"type": "number",
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"minimum": 0,
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"description": "Net unit price in EUR"
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},
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"gross": {
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"type": ["number", "null"],
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"description": "Gross unit price in EUR"
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},
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"taxrate": {
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"type": "number",
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"minimum": 0,
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"description": "VAT percentage (19 or 7)"
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},
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"rebate": {
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"type": "number",
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"minimum": 0,
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"maximum": 100,
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"default": 0,
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"description": "Line discount percentage"
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},
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"unit": {
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"type": ["string", "null"],
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"description": "Unit of measurement"
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},
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"comment": {
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"type": ["string", "null"],
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"description": "Line comment or customer note"
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}
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}
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}
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}
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}
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}
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}
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}
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```
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### Complete Order Example
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```json
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{
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"manifest": {
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"kind": "order",
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"mode": "create",
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"id": null,
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"date": "2026-10-28",
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"partyId": 104,
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"number": null,
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"externalNumber": "PO-2026-8841",
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"comment": "Bitte Lieferung avisieren unter +49 171 1234567.",
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"lines": [
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{
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"pos": 1,
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"sku": "42001257",
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"name": "1 Pot 8L System inkl. 47L Wasserfass",
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"amount": 5,
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"pu": 1,
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"net": 58.74,
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"gross": 69.90,
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"taxrate": 19,
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"rebate": 5,
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"unit": "Stück",
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"comment": null
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},
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{
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"pos": 2,
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"sku": "42000009",
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"name": "Autopot Easy2Grow Erweiterungsset 2Pot",
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"amount": 2,
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"pu": 1,
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"net": 39.50,
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"gross": 47.01,
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"taxrate": 19,
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"rebate": 0,
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"unit": "Stück",
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"comment": "Farbe: Schwarz"
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}
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]
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}
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}
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```
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@@ -1,43 +1,11 @@
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Process Incoming Product and Invoices: Extraction & Delivery Drafts
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Process Incoming Product and Invoices: Document Extraction & Manifests
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# Overview
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This skill guides the automated and interactive processing of inbound supplier documents (invoices / *Rechnungen* and delivery notes / *Lieferscheine*).
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It covers:
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1. **Document Data Extraction**: Extracting structured metadata, packaging units (VPE), units of measurement, line items, and notes from document text/images via the `output_manifest` tool.
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2. **Goods Inbound Delivery Draft (`drafts/delivery`)**: Storing and maintaining the inbound receipt in the virtual file system (`drafts/delivery`) for real-time collaboration with the user in the UI.
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---
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# 1. Document Extraction Rules & Prompt Logic
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When reading or processing an invoice or delivery note, follow these core rules:
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## General Extraction Rules
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- **Document Type (`manifestType`)**: `"rechnung"` or `"lieferschein"`. For `"lieferschein"`, prices (`eknetto`) and taxes (`mwst`) must be `null`.
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- **Exclude Non-Product Lines**: Exclude freight, shipping, postage, pallet charges, packaging disposal fees, and handling surcharges. Only include physical inventory products.
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- **Line Items**: Extract `position`, `count`, `vpe` (default: 1), `unit`, `articleName`, `liefArtNr`, `mwst` (7, 19, or null), and `eknetto` per piece in euro cents (or null).
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- **Supplier Matching**: Match the supplier against known company suppliers to identify `lieferant_id` and `lieferantName`. For unknown suppliers, extract `lieferantName` as string and set `lieferant_id` to `null`.
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- **Notes Strictly in German**: Record all notes, ambiguities, packaging assumptions, or excluded line details in German. These notes assist a human reviewer in double-checking results.
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- **Delta / Batching Updates**: The `output_manifest` tool consists of three optional components: `basedata`, `notes`, and `items`. Only include a component when it carries genuinely new or changed data; omit unchanged components.
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- Include `basedata` ONLY when at least one field is currently null/empty or value actually changes.
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- Include `items` ONLY when new product line items are being added.
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- Include `notes` ONLY when there is a genuinely new noteworthy detail.
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## VPE (Verpackungseinheit) Logic
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VPE represents the number of individually sellable units inside a bulk item. If not explicitly split for individual sale, default to 1.
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- `"20 Boxen á 10 Stück"` -> `vpe = 20`.
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- `"10 Gläser á 100 Filter"` -> `vpe = 10` (the 10 glasses are sold individually).
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- `"100 Stück"` -> `vpe = 1` (sold as one bulk pack).
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- Typical sellable VPEs are containers like *Beutel*, *Gläser*, *Boxen*, *Hefte*, not loose sub-components.
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- In `"Y Hefte á X Blatt"` the VPE is NOT X, but `Y`.
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- A "Display" represents a VPE: `"20er Display"` means `vpe = 20`.
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- `eknetto` is the price of one full VPE.
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## Unit (ME) Rules
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- The unit (ME) must ALWAYS refer to the individual sellable item (e.g. `Stk.`, `Beutel`, `Flasche`, `Box`, `Set`). It must **NEVER** be `"VE"` or `"VPE"`.
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- A packaging size like `"VE100"` means the bulk pack contains 100 individual items: set `vpe = 100` and `unit = "Stk."` (or the relevant individual unit).
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- Example: `"Einhängesiebe Stahl, VE100"` -> `vpe = 100`, `unit = "Stk."`, `count = 1` (one bulk pack of 100 sieves).
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||||
- **Document Data Extraction**: Extracting structured metadata, packaging units (VPE), units of measurement, line items, and notes from document text or images.
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||||
- **Delta & Batching Updates**: Formatting and returning extracted product and document metadata via the `output_manifest` tool.
|
||||
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||||
---
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||||
@@ -125,181 +93,4 @@ The extraction engine outputs structured findings via the `output_manifest` tool
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}
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```
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||||
---
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||||
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# 3. Goods Inbound Delivery Draft (`drafts/delivery`)
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||||
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||||
Inbound deliveries are staged and edited as drafts in the virtual file system under `drafts/delivery`.
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This allows the agent and frontend user to review, correct, and finalize stock receipts and purchase costs before committing them into the inventory ledger.
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## Field Mapping from Extracted Manifest to Delivery Draft
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- **`date`**: Document date (`YYYY-MM-DD`).
|
||||
- **`partyId`**: Supplier ID (`lieferant_id` / `entity.id`).
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||||
- **`externalNumber`**: Supplier delivery slip number or invoice number (`manifestNr`).
|
||||
- **`comment`**: Human-readable notes, inspection remarks, storage location, or extraction caveats.
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||||
- **`lines`**:
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||||
- `pos`: 1-based position line number.
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||||
- `sku`: Internal article SKU or matched supplier SKU (`liefArtNr`).
|
||||
- `name`: Delivered product name (`articleName`).
|
||||
- `amount`: Quantity delivered (`count`).
|
||||
- `pu`: Packaging unit size (`vpe`, default `1`).
|
||||
- `net`: Purchase cost net per unit in EUR (`eknetto / 100`, or `0` for delivery notes without prices).
|
||||
- `gross`: Purchase cost gross per unit in EUR (`net * (1 + taxrate/100)`).
|
||||
- `taxrate`: Input tax rate percentage (`19`, `7`, or `0`).
|
||||
- `rebate`: Supplier discount percentage (default `0`).
|
||||
- `unit`: Individual sellable unit (e.g. `Stück`, `Beutel`, `Flasche`).
|
||||
- `comment`: Specific batch, lot, or packaging comment.
|
||||
|
||||
---
|
||||
|
||||
## Delivery Draft JSON Schema
|
||||
|
||||
```json
|
||||
{
|
||||
"$schema": "http://json-schema.org/draft-07/schema#",
|
||||
"title": "DeliveryDraft",
|
||||
"type": "object",
|
||||
"required": ["manifest"],
|
||||
"properties": {
|
||||
"manifest": {
|
||||
"type": "object",
|
||||
"required": ["kind", "mode", "lines"],
|
||||
"properties": {
|
||||
"kind": { "type": "string", "const": "delivery" },
|
||||
"mode": { "type": "string", "enum": ["create", "edit"] },
|
||||
"id": { "type": ["integer", "null"] },
|
||||
"date": {
|
||||
"type": ["string", "null"],
|
||||
"format": "date",
|
||||
"description": "Delivery arrival / receipt date (Lieferdatum, YYYY-MM-DD)"
|
||||
},
|
||||
"partyId": {
|
||||
"type": ["integer", "null"],
|
||||
"description": "Supplier ID (supplier.id / entity_id)"
|
||||
},
|
||||
"number": {
|
||||
"type": ["string", "null"],
|
||||
"description": "Delivery manifest number (allocated by system sequence upon creation)"
|
||||
},
|
||||
"externalNumber": {
|
||||
"type": ["string", "null"],
|
||||
"description": "Supplier delivery slip number (Lieferschein-Nr. des Lieferanten)"
|
||||
},
|
||||
"comment": {
|
||||
"type": ["string", "null"],
|
||||
"description": "Warehouse receipt remarks or gate notes"
|
||||
},
|
||||
"lines": {
|
||||
"type": "array",
|
||||
"items": {
|
||||
"type": "object",
|
||||
"required": ["name", "amount", "net", "taxrate"],
|
||||
"properties": {
|
||||
"pos": {
|
||||
"type": "integer",
|
||||
"minimum": 1,
|
||||
"description": "Position line number (1, 2, 3...)"
|
||||
},
|
||||
"sku": {
|
||||
"type": ["string", "null"],
|
||||
"description": "Article SKU (internal SKU or matched supplier SKU)"
|
||||
},
|
||||
"name": {
|
||||
"type": "string",
|
||||
"description": "Delivered article name"
|
||||
},
|
||||
"amount": {
|
||||
"type": "number",
|
||||
"exclusiveMinimum": 0,
|
||||
"description": "Delivered quantity received into warehouse"
|
||||
},
|
||||
"pu": {
|
||||
"type": "number",
|
||||
"minimum": 1,
|
||||
"default": 1,
|
||||
"description": "Packaging unit / VPE (default 1)"
|
||||
},
|
||||
"net": {
|
||||
"type": "number",
|
||||
"minimum": 0,
|
||||
"description": "Purchase cost net per unit in EUR (EK netto)"
|
||||
},
|
||||
"gross": {
|
||||
"type": ["number", "null"],
|
||||
"description": "Purchase cost gross per unit in EUR (EK brutto)"
|
||||
},
|
||||
"taxrate": {
|
||||
"type": "number",
|
||||
"minimum": 0,
|
||||
"description": "Input tax percentage (e.g. 19 or 7)"
|
||||
},
|
||||
"rebate": {
|
||||
"type": "number",
|
||||
"minimum": 0,
|
||||
"maximum": 100,
|
||||
"default": 0,
|
||||
"description": "Supplier discount percentage"
|
||||
},
|
||||
"unit": {
|
||||
"type": ["string", "null"],
|
||||
"description": "Unit of measurement"
|
||||
},
|
||||
"comment": {
|
||||
"type": ["string", "null"],
|
||||
"description": "Batch number, lot, condition, or storage bin note"
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Delivery Draft Complete Example
|
||||
|
||||
```json
|
||||
{
|
||||
"manifest": {
|
||||
"kind": "delivery",
|
||||
"mode": "create",
|
||||
"id": null,
|
||||
"date": "2026-10-14",
|
||||
"partyId": 12,
|
||||
"number": null,
|
||||
"externalNumber": "LS-SUP-99412",
|
||||
"comment": "Ware unbeschädigt auf Palette 3 angeliefert.",
|
||||
"lines": [
|
||||
{
|
||||
"pos": 1,
|
||||
"sku": "42001257",
|
||||
"name": "1 Pot 8L System inkl. 47L Wasserfass",
|
||||
"amount": 20,
|
||||
"pu": 1,
|
||||
"net": 38.50,
|
||||
"gross": 45.82,
|
||||
"taxrate": 19,
|
||||
"rebate": 0,
|
||||
"unit": "Stück",
|
||||
"comment": "Palette A-04"
|
||||
},
|
||||
{
|
||||
"pos": 2,
|
||||
"sku": "42000009",
|
||||
"name": "Autopot Easy2Grow Erweiterungsset 2Pot",
|
||||
"amount": 50,
|
||||
"pu": 1,
|
||||
"net": 24.00,
|
||||
"gross": 28.56,
|
||||
"taxrate": 19,
|
||||
"rebate": 3,
|
||||
"unit": "Stück",
|
||||
"comment": "Karton 1 bis 5"
|
||||
}
|
||||
]
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
Reference in New Issue
Block a user