Admin Concierge Customization

Concierge-Prozess bearbeiten: Account

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1. Identität

Gruppenschlüssel (nur bei Neuanlage)

Anzeigename

Aktiv (wird beim Intent-Routing berücksichtigt)

2. Routing

Auslöse-Schlagwörter (JSON-Array)

JSON-Array; Groß/Kleinschreibung egal. Keine Überschneidung mit anderen aktiven Gruppen.

Erstellungsreihenfolge (Dienste)

JSON-Array der Service-Schlüssel in kanonischer Erstellungsreihenfolge.

Pflichtfelder je Dienst (JSON-Objekt)

JSON-Objekt: Dienst → Liste von Pflichtfeldnamen (keine _id-Felder — Fremdschlüssel werden zur Planzeit aufgelöst).

3. Plan-Template (deklarativ)

plan_template_json

{
    "records": [
        {
            "service": "account",
            "fields": {
                "account_type": {
                    "from": "account_type",
                    "default": "individual"
                },
                "alias": {
                    "from": "alias",
                    "default": ""
                },
                "given_name": {
                    "from": "given_name",
                    "default": ""
                },
                "family_name": {
                    "from": "family_name",
                    "default": ""
                },
                "company": {
                    "from": "company",
                    "default": ""
                },
                "org_mode": {
                    "from": "org_mode",
                    "default": "none"
                },
                "org_type": {
                    "from": "org_type",
                    "default": "business"
                },
                "existing_business_alias": {
                    "from": "existing_business_alias",
                    "default": ""
                },
                "email": {
                    "from": "email",
                    "default": ""
                },
                "phone": {
                    "from": "phone",
                    "default": null
                },
                "mobile": {
                    "from": "mobile",
                    "default": null
                },
                "industry": {
                    "from": "industry",
                    "default": null
                },
                "notes": {
                    "from": "notes",
                    "default": null
                },
                "password": {
                    "from": "password",
                    "default": null
                },
                "role": {
                    "from": "role",
                    "default": null
                },
                "send_welcome_email": {
                    "const": 1
                },
                "source": {
                    "const": "concierge"
                },
                "initiator_type": {
                    "const": "admin"
                }
            }
        }
    ]
}

Erlaubte Operatoren: {"from": "feld"}, {"from": "feld", "default": wert}, {"const": wert}, {"ref": "dienst:index"}, {"derive": "slug", "from": "feld"}, {"cast": "float|int|string"}.
Leer lassen = PHP-Fallback (nur für die eingebaute offering-Gruppe).

5. Strategie (LLM-Prosa)

Strategie-Dateiname

Nur .md; wird unter config/concierge/strategies/ gespeichert.

Markdown-Inhalt (8 erforderliche Abschnitte)

Prosadokument für das Sprachmodell mit allen 8 Standard-Abschnitten (Role/Goal, Trigger Keywords, Group Members, Dependency Graph, Elicitable Fields, Completeness Gate, Validation Gate, Example Prompt).

6. Seed-Export (für andere Umgebungen)

-- Concierge Customization Manager — exported group seed (idempotent).
-- Apply once per project:
--   sqlite3 /var/www/projects/<project>/dbase/sqlite/dbs/core.db
--     < {project}/_ddl/concierge_group_account.sql

INSERT INTO concierge_group
    (group_key, name, trigger_keywords_json, dependencies_json, order_json, required_fields_json, plan_template_json, strategy_file, active, fields_schema_json)
VALUES
    ('account', 'Account', '["account","accounts","customer","customers","client","clients","user","users","lead","leads","prospect","prospects","profile","signup","register","registration","konto","konten","kunde","kunden","klient","klienten","benutzer","benutzerkonto","profil","anmelden","registrieren","interessent","interessenten","kontakt","kontakte"]', '[]', '["account"]', '{"account":["account_type","email","password","given_name","family_name","company"]}', '{"records":[{"service":"account","fields":{"account_type":{"from":"account_type","default":"individual"},"alias":{"from":"alias","default":""},"given_name":{"from":"given_name","default":""},"family_name":{"from":"family_name","default":""},"company":{"from":"company","default":""},"org_mode":{"from":"org_mode","default":"none"},"org_type":{"from":"org_type","default":"business"},"existing_business_alias":{"from":"existing_business_alias","default":""},"email":{"from":"email","default":""},"phone":{"from":"phone","default":null},"mobile":{"from":"mobile","default":null},"industry":{"from":"industry","default":null},"notes":{"from":"notes","default":null},"password":{"from":"password","default":null},"role":{"from":"role","default":null},"send_welcome_email":{"const":1},"source":{"const":"concierge"},"initiator_type":{"const":"admin"}}}]}', 'account.md', 0, '{"account":[{"name":"account_type","label_key":"txt_concierge_field_account_type","type":"radio","options":["individual","business","organization"],"collect":"both","required":true,"group":"account"},{"name":"given_name","label_key":"txt_concierge_field_given_name","type":"text","collect":"both","required":true,"when":{"field":"account_type","in":["individual"]},"group":"account"},{"name":"family_name","label_key":"txt_concierge_field_family_name","type":"text","collect":"both","required":true,"when":{"field":"account_type","in":["individual"]},"group":"account"},{"name":"company","label_key":"txt_concierge_field_company","type":"text","collect":"both","required":true,"when":{"field":"account_type","in":["business","organization"]},"group":"account"},{"name":"email","label_key":"txt_concierge_field_email","type":"email","collect":"both","required":true,"group":"account"},{"name":"password","label_key":"txt_concierge_field_password","type":"password","collect":"both","required":true,"validation":{"min_length":8},"group":"account"},{"name":"phone","label_key":"txt_concierge_field_phone","type":"phone","collect":"both","group":"account"},{"name":"mobile","label_key":"txt_concierge_field_mobile","type":"phone","collect":"both","group":"account"},{"name":"org_mode","label_key":"txt_concierge_field_org_mode","type":"radio","options":["none","existing","new"],"collect":"both","default":"none","when":{"field":"account_type","in":["individual"]},"group":"organization"},{"name":"org_type","label_key":"txt_concierge_field_org_type","type":"radio","options":["business","organization"],"collect":"both","default":"business","when":{"field":"org_mode","eq":"new"},"group":"organization"},{"name":"existing_business_alias","label_key":"txt_concierge_field_existing_biz","type":"select","options_provider":"business_accounts","collect":"both","when":{"field":"org_mode","eq":"existing"},"group":"organization"},{"name":"role","label_key":"txt_concierge_field_role","type":"select","options":["customer","prospect"],"collect":"both","group":"profile"},{"name":"industry","label_key":"txt_concierge_field_industry","type":"text","collect":"form","group":"profile"},{"name":"notes","label_key":"txt_concierge_field_notes","type":"textarea","collect":"form","group":"settings"},{"name":"send_welcome_email","label_key":"txt_concierge_field_send_welcome","type":"checkbox","collect":"form","default":true,"group":"settings"},{"name":"require_verification","label_key":"txt_concierge_field_require_verification","type":"checkbox","collect":"form","default":false,"group":"settings"}]}')
ON CONFLICT(group_key) DO UPDATE SET
    name = excluded.name,
    trigger_keywords_json = excluded.trigger_keywords_json,
    dependencies_json = excluded.dependencies_json,
    order_json = excluded.order_json,
    required_fields_json = excluded.required_fields_json,
    plan_template_json = excluded.plan_template_json,
    strategy_file = excluded.strategy_file,
    active = excluded.active,
    fields_schema_json = excluded.fields_schema_json;

Idempotentes SQL-Snippet zum Übertragen dieser Konfiguration auf Staging/Produktion.

7. Benötigte Code-Änderungen (manuell anzuwenden)

Diese Änderungen sind nötig, damit der Prozess vollständig funktioniert. Sie werden nicht automatisch angewendet.

Add a deterministic question phrasing for 'alias'