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Day in the life — sales route

Collections in play: orders, products, customers, rates, taxes, inventory, messages.
Work orders are optional here. Pure sales is: quote/order → deliver product or service → freeze the order → next customer. No credit card payment in this version. Catalog prices are snapshotted; assume stock is available. POD is a photo; signature pad is later. If she needs a labor ticket, she CreateWorkOrderIn on the phone.

Persona

Channel emp:E-8801. Today’s board is orders assigned to her (role: inbound pull, or her own role: working drafts). Same copy-on-write: she never mutates a pulled order; she copies to role: working (StartOrder) or creates origin: field.

Screen map

Timeline

sequenceDiagram
  actor Priya
  participant Phone
  participant CBL as CBL local
  participant SG as Sync Gateway

  SG->>CBL: PULL inbound orders, customers, products, rates, taxes
  Priya->>Phone: StartOrder ORD-3301 (copy inbound → working)
  Priya->>Phone: deliver lines, photo POD, CompleteOrder + SubmitOrder
  Note over Phone: working order frozen, owner backend
  Priya->>Phone: next stop — CreateOrder origin field
  Priya->>Phone: walk-up — CreateCustomer + CreateOrder
  Phone->>SG: PUSH working orders + field customers

08:00 — Assigned order (ORD-3301)

Today lists inbound orders for the signed-in employee, scheduled.day today (SQL++ uses equality/OR, not IN, and a numeric LIMIT). Tap is KV. Start order copies inbound JSON to a new ord:<ulid> with role: working, source.id = inbound id. Inbound never written. Demo seed: ORD-3301 on Priya’s Today.

She delivers the catalog lines already on the snapshot, adjusts qty only on her copy (qty 10 → 5 is a history[] row), photo POD. CompleteOrder freezes the working copy (owner: backend). SubmitOrder sets ready_to_push. Backend invoices from that document. Driving between stops writes tracking crumbs.

10:00 — Next stop, sell on the doorstep

No inbound order. CreateOrder origin: field, pick existing customer, add lines (product + service hour). PriceLines applies current rates + taxes and snapshots amounts onto the lines. Customer signs / she completes + submits. Next.

11:30 — New logo, new customer

Walk-up. CreateCustomer (origin: field) then CreateOrder. She does not patch some other company’s customer doc.

13:00 — Forgot a SKU after complete

Frozen. Add follow-up → amendment ord: with amends.id. Backend consolidates. Same “second sheet of paper” as work orders.

13:15 — Dispatch reassigned ORD-3290 while she was offline

Today badge Reassigned. Her working copy still submits. The new assignee may StartOrder their own working copy. Multiple ord: docs, one order number, eventual consistency.

Rules this day proves

1. Sales can run without workorders. Delivery proof lives on the order.
2. Inbound orders are pull-only; working copies are what push.
3. Rates and taxes are catalogs; money on the order is a snapshot.
4. Freeze, amendment, reassignment, history[] — same as WOs. Movement crumbs in tracking.
5. Next stop = new document or a new StartOrder, never reopen frozen.

Beat sheet

1. Login Priya, workModes: ["sales"], Today is orders not WOs.
2. StartOrder copy; inbound JSON unchanged.
3. Deliver + POD + CompleteOrder + SubmitOrder.
4. Field CreateOrder priced from rates/taxes.
5. CreateCustomer + order.
6. Amendment after freeze.
7. Reassigned inbound still shows her working copy.