OfficeGest Research Log

2026-06-07 Europe/Lisbon — Execution-First TRUE 100% Milestone

Every documented action was performed live on the application. A bilingual-discovery fix exposed that the English-rendered core modules (Sales, CRM, Tickets, Purchases, Stocks, Entities, Settings) had been under-counted to zero by a Portuguese-only verb list. The real action surface is 2,236 actions on democomercial — now all covered by specs that actually performed each action (create a real AI Demo invoice/receipt/credit-note/order/article/customer/ticket/CRM record, edit, convert, cancel, print, send), capturing real steps + backend calls + screenshots.

• democomercial: 587/587 routes, 2,236/2,236 actions (100%), execution-based.
• crionbeta (gated verticals): 272/272 actions across Oficinas, Stand, Drive360.
• Switched off keyword "crediting" — coverage requires real execution (ledger marks executed); added race-free coverage fragments so module subagents run in parallel safely.
• Surfaced genuine product behaviour by doing it: issued fiscal documents can't be deleted (only cancelled/credited); netting via [TRA] bank transfer; SLA/filter/resolution-model setup requirements; global Settings documented without persisting destructive changes.
• 738 workflow how-to docs · 686 screen docs · 335 executed action-specs · 1,515 evidence JSONs · 4,606 screenshots. Link integrity: 0 broken / 14,669 refs. Residual: 17 labelled "AI Demo" records (contacts + invoice-linked entities) left on the demo sandbox.

2026-06-06 Europe/Lisbon — 100% Coverage Milestone

Wiki completion: 587/587 routes (100%) and 1314/1314 discovered actions (100%) across all 34 modules. The coverage audit (reports/coverage.html) exits clean.

• Refreshed the dead demo/demo session (prior cookie expired 2026-05-21) and built an auto re-login helper (tools/lib/session.cjs).
• Built a config-driven engine: crawl-all-routes.cjs (route capture + action discovery), run-action-spec.cjs + lib/recorder.cjs (declarative action-specs → evidence → docs), and coverage-audit.cjs (the 100% gate).
• Phase 1: crawled all 587 taxonomy routes → page docs with fields, actions, table columns, AJAX, and screenshots (0 errors).
• Phase 2/3: authored + ran action-specs per module (Fixed Assets, Banks, Warranties, Accounting, Human Resources, Contracts & Assists, DMS, Tables Support, Subscriptions, Loyalty, Attachment, Help, Financial, SEPA, SAFT, Refunds, CRM) and a deterministic Reports pass (171 read-only reports).
• Documented honestly that 10 licensed verticals (AMS, Workshops, Maintenance Management, Project Management, Stand, RENTACAR, Gym, Biometric, Retail, SHIPPING) plus 55 reports are access-gated for the public demo account ("Não tem acesso a esta página").
• Result: 586 workflow docs, 651 screen docs, 1067 evidence JSONs, ~2,165 screenshots. Link integrity: 0 broken across 11,864 references. No stray demo data.

2026-05-20 11:05 Europe/Lisbon - Stock Brands Support File Verified

Verified end to end. Created a disposable brand in the stock Brands support file, verified it in the list, deleted it through the row action, and confirmed cleanup.

• Workflow run: stock-brands-crud-20260520T110516Z.
• Route: /stocks/apoio/marcas.
• Created brand: generated CodMarca=63, Designacao=AI Brand 20260520T110516Z, minimum margin 7.00, notes Created by workflow stock-brands-crud-20260520T110516Z, preferential Não, and exclusive Não.
• Create request: multipart POST /stocks/apoio/marcas from form fnewMarca with description, margin, notes, blank TecDoc/image fields, and blank gfnewmarca.
• Delete request: ajaxserver with action=deleteMarcaArtigos and codmarca=63; confirmation dialog text was Tem a certeza que quer apagar?.
• Cleanup verification: reloaded /stocks/apoio/marcas, searched AI Brand 20260520T110516Z, and the table returned No matching records found.
• Manual updated: workflows/manage-stock-brands.html, workflows/stocks-hub.html, workflows/use-stock-route-map.html, modules/stocks.html, api/network-catalog.html, and site-map.html.

2026-05-20 11:00 Europe/Lisbon - Stock Units Support File Verified

Verified end to end. Created a disposable unit in the stock Units support file, verified it in the list, deleted it through the row action, and confirmed cleanup.

• Workflow run: stock-units-crud-20260520T110034Z.
• Route: /stocks/apoio/unidades.
• Created unit: Z00 / AI Unit 20260520T110034Z; the CodUnidade input allows up to 3 characters.
• Create request: POST /stocks/apoio/unidades with form fnewdireccion, gfnewunidad=, CodUnidade=Z00, and Designacao=AI Unit 20260520T110034Z.
• Delete request: ajaxserver with action=deleteUnidade and codUnidade=Z00; confirmation dialog text was Tem a certeza que quer apagar?.
• Cleanup verification: reloaded /stocks/apoio/unidades, searched Z00, and the table returned No matching records found.
• Manual updated: workflows/manage-stock-units.html, workflows/stocks-hub.html, workflows/use-stock-route-map.html, modules/stocks.html, api/network-catalog.html, and site-map.html.

2026-05-20 10:52 Europe/Lisbon - Stock Route Map Verified

Verified read-only. Refreshed the OfficeGest demo login, opened all authenticated stock module routes, captured screenshots, visible controls, forms, tables, and AJAX calls, and published a Stock Hub plus route-map guide.

• Workflow run: stocks-route-map-20260520T105219Z.
• Routes opened: 22; login screens: 0; errors: 0.
• Covered families: Articles, Stock Movements, Recountings, Historical Serial No., Lots of Articles, Import of Prices / Stock, Base Price Management, article/customer price table tools, warehouse redistribution, price rules, discount management, and stock support files.
• Representative calls: DT_Select_ArtigosIVA, DT_Select_MovArtigos, DT_Select_Recont, DT_Select_NserieDoc, DT_Select_Lotes, DT_list_tabprecoartigos, familias&option=dt_familia, DT_MarcasArtigos, DT_Select&table=unidades, and /api/v2/stocks/label-templates.
• No save, new, delete, import, print, or final stock action was submitted.
• Manual updated: workflows/stocks-hub.html, workflows/use-stock-route-map.html, modules/stocks.html, workflows/index.html, api/network-catalog.html, and site-map.html.

2026-05-20 03:57 Europe/Lisbon - Sales Invoice Loyalty Card Boundary Verified

Verified up to the discount boundary. Selected the FT billing customer, added one temporary invoice line, looked up the customer's loyalty card, probed the loyalty discount-line endpoint, and confirmed no final invoicing action was submitted.

• Workflow run: sales-invoice-loyalty-card-20260520T025748Z.
• Route: /vendas/ft/create.
• Card lookup: fidelizBuscaCartao with num=509031862, tipomov=C, tipoterc_prop=C, and codterc_prop=910.
• Lookup response: account id 13, card id 10, state A, owner customer 910, and qtd_pontos=0.
• Discount probe: fidelizacao&option=add_discount_card_line returned succeeded:false because Artigo para descontos is not configured.
• No saveDocument, saveRascunho, print, payment, or delete-document request was submitted.
• Manual updated: workflows/use-sales-invoice-loyalty-card.html, workflows/invoicing-hub.html, workflows/index.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 03:47 Europe/Lisbon - Sales Invoice Gift Card Verified

Verified up to the save boundary. Applied an active disposable gift certificate to an FT create form, captured the discount response, cleaned up the voucher, and confirmed no final invoice action was submitted.

• Workflow run: sales-invoice-gift-card-20260520T024756Z.
• Route: /vendas/ft/create.
• Voucher: IG024756000001, value 1.00, initial status ACT.
• Apply call: retalho&option=save_valeoferta returned success:true, valor_desconto=1, and percentagem=0.
• The voucher remained ACT before cleanup because no final FT was issued.
• No saveDocument, saveRascunho, print, payment, or delete-document request was submitted.
• Manual updated: workflows/apply-sales-invoice-gift-card.html, workflows/invoicing-hub.html, workflows/index.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 03:40 Europe/Lisbon - Sales Invoice Customer Selection Verified

Verified up to the save boundary. Selected the FT billing customer, confirmed customer lookup and populated billing fields, and confirmed no final invoicing action was submitted.

• Workflow run: sales-invoice-customer-selection-20260520T024003Z.
• Route: /vendas/ft/create.
• Selected customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Lookup response: NameEntidades returned activo:"T", address Rua Engenheiro Armando Almeida Mansos 33 Moura, locality Moura, postal code 7860-004, and country PRT.
• Related requests: edi&option=get_broker_id_entity, DT_Select_AdiantamentosClientes, Sel2_Select&table=moradase, and load&tabela=moradase.
• No saveDocument, saveRascunho, line insertion, print, payment, or delete request was submitted.
• Manual updated: workflows/select-sales-invoice-customer.html, workflows/invoicing-hub.html, workflows/index.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 03:32 Europe/Lisbon - Sales Invoice Article Search Line Verified

Verified up to the save boundary. Searched for an article in the FT document tab, selected the result, verified the temporary invoice line, and confirmed no final invoicing action was submitted.

• Workflow run: sales-invoice-article-search-line-20260520T023231Z.
• Route: /vendas/ft/create.
• Search control: #buscaArtigo; search term AI-DEMO-20260519-021105.
• Captured search and line calls: loadTabDocumentoArtigos, loadArtigoReducido, insertLinhaTabDoc, and listaTabDocumento.
• Inserted line: quantity 1, VAT 23, total with VAT 1.96677.
• No saveDocument, saveRascunho, print, payment, or delete request was submitted.
• Manual updated: workflows/search-and-add-sales-invoice-article-line.html, workflows/invoicing-hub.html, workflows/index.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 03:27 Europe/Lisbon - Sales Invoice VAT and Totals Verified

Verified read-only. Added one temporary FT line, read the VAT/totals panels, called the backend totals calculator, and confirmed no final invoicing action was submitted.

• Workflow run: sales-invoice-totals-20260520T022740Z.
• Route: /vendas/ft/create.
• Visible VAT panel: 23,00%, incidence 1,60 EUR, value 0,37 EUR.
• Visible totals panel: net 1,60 EUR, VAT 0,37 EUR, retention 0,00%, total 1,97 EUR.
• Backend response: create_document&option=calcular_totais returned table_ivas[23], iva=0.36777, retencao=0, and total=1.97.
• No saveDocument, saveRascunho, print, payment, or delete request was submitted.
• Manual updated: workflows/read-sales-invoice-vat-and-totals.html, workflows/invoicing-hub.html, workflows/index.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 03:19 Europe/Lisbon - Sales Invoice Portes Verified

Verified up to the save boundary. Added a Portes value to an FT create form, verified the temporary shipping line, and confirmed no final invoicing action was submitted.

• Workflow run: sales-invoice-portes-20260520T021905Z.
• Route: /vendas/ft/create.
• Control: #btn_Portes opened #modalPortes; #valPortes accepted the net shipping value.
• Verified value: 5.00 net produced a PORTES001 / PORTES line with VAT 23 and total with VAT 6.15.
• No saveDocument, saveRascunho, print, payment, or delete request was submitted.
• Manual updated: workflows/add-sales-invoice-portes.html, workflows/invoicing-hub.html, workflows/index.html, modules/sales.html, api/network-catalog.html, and site-map.html.

2026-05-20 03:09 Europe/Lisbon - Sales Invoice Vehicle Print Flag Verified

Verified read-only. Opened the FT create form, checked the vehicle print control, toggled it off, and confirmed no state-changing invoicing request was submitted.

• Workflow run: sales-invoice-vehicle-print-flag-20260520T020900Z.
• Route: /vendas/ft/create.
• Control: #imprimirviatura beside vehicle selector #doc_CodEquipExt.
• Default state: checked; after toggle: unchecked.
• No saveDocument, saveRascunho, imprimir, payment, line-insert, delete, stock, or document-creation request was submitted.
• Manual updated: workflows/hide-sales-invoice-vehicle-from-printout.html, workflows/add-sales-invoice-vehicle.html, workflows/invoicing-hub.html, workflows/index.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 02:58 Europe/Lisbon - CRM Task List Filters Verified

Verified read-only. Queried the CRM task list filters for accomplished state and priority and confirmed the backend values used by the visible grid controls.

• Workflow run: crm-task-filter-list-20260520T015830Z.
• UI filters: search_Realizado options map T to Realizado and F to Não Realizado; search_Prioridade maps N to Normal, H to Alta, and L to Baixa.
• Open task query: dt_tarefas with columns[8][search][value]=F returned recordsFiltered=43.
• Accomplished task query: columns[8][search][value]=T returned recordsFiltered=40.
• High-priority query: columns[10][search][value]=H returned recordsFiltered=5.
• Open high-priority query: Realizado=F plus Prioridade=H returned recordsFiltered=2, tasks 410 and 127.
• No create, save, delete, complete, email, SMS, document, stock, attachment, or bulk action was submitted.
• Manual updated: workflows/filter-crm-tasks.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 02:53 Europe/Lisbon - CRM Communication Schedule Verified

Verified end to end. Created a disposable CRM communication draft with no recipients, scheduled it for a future date, verified the queued state and stored date, and deleted the disposable communication after the probe.

• Workflow run: crm-communication-schedule-20260520T015323Z.
• Communication id: 39; schedule UI value: 21/05/2026 10:30; stored value: 2026-05-21 10:30:00.
• Schedule request: multipart communications / postEditComm with id=39, email=1, enviar=1, and date_to_send=21/05/2026 10:30; response returned success=true, send=true, and communication_id=39.
• Verification: DT_Select_Communications returned status=QUE, date_to_send=2026-05-21 10:30:00, date_send empty, totalcontactos=0, total_sent=0, and total_unsent=0; DT_Select_LCommunications returned no recipients.
• Cleanup: communications / DELETE_communication returned bare JSON true; final lookup returned recordsFiltered=0.
• No contacts, send-test, immediate-send recipient, document, stock, attachment upload, or external-send target was used.
• Manual updated: workflows/schedule-crm-communication.html, workflows/create-crm-communication.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 02:44 Europe/Lisbon - CRM Communication Segment Contact Add Verified

Verified end to end. Created a disposable CRM communication draft, searched recipients from a CRM research segment, added one returned customer to the communication, verified the recipient row and counters, and deleted the disposable communication after the probe.

• Workflow run: crm-communication-segment-contact-20260520T014407Z.
• Communication id: 39; segment id: 5; selected customer id: 906; recipient row id: 1180.
• Search request: communications / getPesquisaEntidadesComm with TipoOrigemEnt=M, CodPesqSeg=5, selectTipoT=C, email=1, and meioutiliz=M; response returned success=true, pesquisa_segmentos=true, and customer 906.
• Add request: communications / postAddLCommunications with TipoOrigemEnt=M, CodPesqSeg=5, and user_send; response returned success=true, ok=1, and notok=0.
• Verification: DT_Select_LCommunications returned codterc=906, tipoterc=C, uploaded_csv=0, address=geral@tecniram.pt, type=email, and enviado=F; DT_Select_Communications returned totalcontactos=1 and total_unsent=1.
• Cleanup: communications / DELETE_communication returned bare JSON true; final lookup returned recordsFiltered=0.
• No send, send-test, schedule, CSV import, lead conversion, document, stock, attachment, or external-send action was submitted.
• Manual updated: workflows/add-crm-communication-segment-contact.html, workflows/add-crm-communication-contact.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 02:39 Europe/Lisbon - CRM Communication CSV Contact Import Verified

Verified end to end. Created a disposable CRM communication draft, parsed a one-row CSV through the communication Add Contacts import source, added the parsed row as an unsent email recipient, verified the contact row and counters, and deleted the disposable communication after the probe.

• Workflow run: crm-communication-csv-import-contact-20260520T013858Z.
• Communication id: 39; imported recipient row id: 1179.
• CSV format: nome;email;localidade;morada;pais;telemovel;ncontrib. The example file route /assets/csv/importar_contactos_crm.csv returned the same columns.
• Parse request: multipart communications / getPesquisaEntidadesCommCSV with file field file_import; response returned success=true and one mailing row.
• Add request: communications / postAddLCommunications with TipoOrigemEnt=C and user_send_import; response returned success=true, ok=2, and notok=0.
• Verification: DT_Select_LCommunications returned uploaded_csv=1, tipoterc=O, address=ai-comm-csv-import-20260520t013858z@example.net, type=email, and enviado=F; DT_Select_Communications returned totalcontactos=1 and total_unsent=1.
• Cleanup: communications / DELETE_communication returned bare JSON true; final lookup returned recordsFiltered=0.
• No send, send-test, schedule, lead conversion, document, stock, attachment, or external-send action was submitted.
• Manual updated: workflows/add-crm-communication-csv-contact.html, workflows/add-crm-communication-contact.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 02:29 Europe/Lisbon - CRM Lead Add to Communication Verified

Verified end to end. Created a disposable CRM communication draft and a one-row CRM lead list, added the imported lead row to the communication, verified the recipient row and counters, and deleted both disposable records after the probe.

• Workflow run: crm-lead-add-to-communication-20260520T012943Z.
• Communication id: 39; lead list id: 23; imported lead row id: 1.
• Add request: leads / addToCommunication with comm_id=39, leads_ids=1, and lead_id=23; response returned {"success":true,"msg":"(1) Adicionado com sucesso","response":{"ok":1,"ok_ids":[1],"notok":0,"notok_ids":[]}}.
• Verification: DT_Select_LCommunications returned row 1177 with tipoterc=L, id_lead=23, address=ai-lead-communication-20260520t012943z@example.net, type=email, and enviado=F; DT_Select_Communications returned totalcontactos=1 and total_unsent=1.
• Cleanup: communications / DELETE_communication returned bare JSON true; leads / DELETE_lead returned {"success":true,"msg":"Registo Apagado Com Sucesso"}.
• No send, send-test, schedule, prospect conversion, document, stock, attachment, or external-send action was submitted.
• Manual updated: workflows/add-crm-lead-to-communication.html, workflows/add-crm-communication-contact.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 02:07 Europe/Lisbon - CRM Lead Detail Edit Verified

Verified end to end. Created a disposable CRM lead list from CSV, edited its detail description and Active flag, verified the detail/list/value endpoints, and deleted it after the probe.

• Workflow run: crm-lead-edit-20260520T010726Z.
• Lead id: 18; original description AI Demo CRM Lead Edit 20260520T010726Z; edited description AI Demo CRM Lead Edited 20260520T010726Z.
• Detail form: formulario exposes inline description #description_inline, checkbox #active, imported values table ListaValuesLead, Column Map, New Import, Delete, and Save controls.
• Save request: leads / postEditLead with id=18, edited description, and active=F; response returned {"success":true}.
• Verification: detail page reloaded with the edited description and unchecked Active switch; DT_SelectLeads returned active=F and records=1; DT_Select_Leads preserved the imported contact row.
• Cleanup: leads / DELETE_lead returned {"success":true,"msg":"Registration Successfully Deleted"}; final list lookup returned no row.
• Manual updated: workflows/edit-crm-lead.html, workflows/create-delete-crm-lead.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 02:01 Europe/Lisbon - CRM Business Opportunity Lost Closure Verified

Verified end to end. Created a disposable CRM business opportunity, closed it as lost by changing phase to PER / Perdido, verified the finished-list and phase-history state, and deleted it after the probe.

• Workflow run: crm-opportunity-lost-20260520T010122Z.
• Opportunity: 2605-0001; description: AI Demo CRM Opportunity Lost 20260520T010122Z.
• Save request: oportneg / update_fase with serialized form faseactual=PER, datafimfase=20/05/2026, and the closing comment; response returned {"success":true}.
• Verification: detail page showed Perdido and Finished: 20/05/2026; DT_ListaOportNeg with search[Op.Concluido_c]=T returned Fase=[PER] Perdido; DT_Select_OptNegFases returned FaseAnterior=SG and FaseActual=PER.
• Grid note: the row's hidden type field still returned open, so the reliable finished/lost verification is Concluido_c=T plus phase PER.
• Cleanup: deleteAttachmentCascade with tabela=oportneg returned {"succeeded":true}; final finished and open list lookups returned no row.
• Manual updated: workflows/close-crm-opportunity-lost.html, workflows/change-crm-opportunity-phase.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 01:56 Europe/Lisbon - CRM Business Opportunity Won Closure Verified

Verified end to end. Created a disposable CRM business opportunity, closed it as won by changing phase to FEC / Fechado, verified the finished-list and phase-history state, and deleted it after the probe.

• Workflow run: crm-opportunity-won-20260520T005645Z.
• Opportunity: 2605-0001; description: AI Demo CRM Opportunity Won 20260520T005645Z.
• Available phase options observed: SG, CI, AP, NEG, EMF, FEC, and PER.
• Save request: oportneg / update_fase with serialized form faseactual=FEC, datafimfase=20/05/2026, and the closing comment; response returned {"success":true}.
• Verification: detail page showed Fechado and Finished: 20/05/2026; DT_ListaOportNeg with search[Op.Concluido_c]=T returned Fase=[FEC] Fechado; DT_Select_OptNegFases returned FaseAnterior=SG and FaseActual=FEC.
• Grid note: the row's hidden type field still returned open, so the reliable finished/won verification is Concluido_c=T plus phase FEC.
• Cleanup: deleteAttachmentCascade with tabela=oportneg returned {"succeeded":true}; final finished and open list lookups returned no row.
• Manual updated: workflows/close-crm-opportunity-won.html, workflows/change-crm-opportunity-phase.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 01:49 Europe/Lisbon - GDPR Other Request Registration Verified

Verified request registration. Created a GDPR Other request row in the demo from the GDPR list and confirmed it through the GDPR request list endpoint.

• Workflow run: create-gdpr-other-request-20260520T004853Z.
• Created request id: 12.
• Entity: customer 1003, AI Demo Customer 20260519T025604Z.
• Ordered by: AI Demo GDPR Other Requester 20260520T004853Z.
• Identification document: DEMO-OTHER-DOC-20260520T004853Z.
• Request type: 1000 / Other.
• Verification: DT_list_gdpr_req returned request 12 with status=0, status_estado=I, and visible state On hold.
• Raw evidence: raw/playwright/workflows/create-gdpr-other-request-20260520T004853Z.json.
• Manual updated: workflows/create-gdpr-request.html, modules/entities.html, and api/network-catalog.html.

2026-05-20 01:41 Europe/Lisbon - Quotation Cancellation Verified

Verified end to end. Created an open ORC quotation, cancelled it from the saved quotation view, confirmed the final ORC list state, and verified stock and order quantities stayed unchanged.

• Quotation workflow run: quotation-orc-20260520T004056Z, created 999900095 / ORC 9999/95.
• Cancellation workflow run: cancel-quotation-orc-20260520T004120Z.
• Cancellation behavior: no cancellation-reason selector was used; the view called btnDelete('Anular'), showed the irreversible confirmation directly, and posted deleteDocument with empty anulacao=.
• ORC final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled.
• Payment/state after cancellation: ValorPago=0, pending value 1.97.
• Stock/order quantities after cancellation: warehouse 1 stock stayed -41, qtd_enc_cliente stayed 5, and qtd_enc_forn stayed 2.
• Raw evidence: raw/playwright/workflows/cancel-quotation-orc-20260520T004120Z.json.
• Manual updated: workflows/cancel-quotation.html, workflows/create-quotation.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 01:31 Europe/Lisbon - Sales Order Cancellation Verified

Verified end to end. Created an open ENC sales order, cancelled it from the saved order view, confirmed the final ENC list state, and verified the customer-order quantity reduction without physical stock movement.

• Sales order workflow run: sales-order-enc-20260520T002909Z, created 999900110 / ENC 9999/110.
• Cancellation workflow run: cancel-sales-order-enc-20260520T003150Z.
• Cancellation behavior: no cancellation-reason selector was used; the view called btnDelete('Anular'), showed the irreversible confirmation directly, and posted deleteDocument with empty anulacao=.
• ENC final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled.
• Payment/state after cancellation: ValorPago=0, pending value 1.97.
• Stock/order quantities after cancellation: warehouse 1 stock stayed -41, qtd_enc_cliente changed from 6 to 5, and qtd_enc_forn stayed 2.
• Raw evidence: raw/playwright/workflows/cancel-sales-order-enc-20260520T003150Z.json.
• Manual updated: workflows/cancel-sales-order.html, workflows/create-sales-order.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 01:23 Europe/Lisbon - Pro-Forma Invoice Cancellation Verified

Verified end to end. Created an open FP pro-forma invoice, cancelled it from the saved pro-forma view, confirmed the final FP list state, and verified stock stayed unchanged.

• Pro-forma workflow run: proforma-invoice-fp-20260520T002252Z, created 999900066 / FP 9999/66.
• Cancellation workflow run: cancel-proforma-invoice-fp-20260520T002319Z.
• Cancellation reason: id_motivo_anulacao=1, visible as Erro de faturacao.
• FP final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled.
• Payment/state after cancellation: ValorPago=0, pending value 1.97.
• Stock after cancellation: warehouse 1 stayed -41 for article AI-DEMO-20260519-021105.
• Raw evidence: raw/playwright/workflows/cancel-proforma-invoice-fp-20260520T002319Z.json.
• Manual updated: workflows/cancel-proforma-invoice.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 01:16 Europe/Lisbon - Debit Note Cancellation Verified

Verified end to end. Created an open ND debit note from a fresh FT source, cancelled the ND from the saved debit-note view, confirmed the final ND list state, checked the source FT stayed open, and verified stock stayed unchanged.

• Source invoice workflow run: sales-invoice-ft-20260520T001512Z, created 999901707 / FT 9999/1707.
• Debit note workflow run: debit-note-nd-20260520T001537Z, created 999900005 / ND 9999/5.
• Cancellation workflow run: cancel-debit-note-nd-20260520T001612Z.
• Cancellation reason: id_motivo_anulacao=1, visible as Erro de faturacao.
• ND final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled.
• Source FT after cancellation: ABR / Open, ValorPago=0, pending value 1.97.
• Stock after cancellation: warehouse 1 stayed -41 for article AI-DEMO-20260519-021105.
• Raw evidence: raw/playwright/workflows/cancel-debit-note-nd-20260520T001612Z.json.
• Manual updated: workflows/cancel-debit-note.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 01:08 Europe/Lisbon - Credit Note Cancellation Verified

Verified end to end. Cancelled an open NC credit note from the saved credit-note view, confirmed the final NC list state, checked the source FS remained settled, and verified the stock impact.

• Workflow run: cancel-credit-note-nc-20260520T000825Z.
• Cancelled credit note: 999900062 / NC 9999/62.
• Source simplified invoice: 999900014 / FS 9999/14.
• Cancellation reason: id_motivo_anulacao=1, visible as Erro de faturacao.
• NC final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled.
• Source FS after cancellation: LIQ / Finished, ValorPago=1.97, pending value 0.00.
• Stock after cancellation: warehouse 1 changed from -39 to -40 for article AI-DEMO-20260519-021105.
• Raw evidence: raw/playwright/workflows/cancel-credit-note-nc-20260520T000825Z.json.
• Manual updated: workflows/cancel-credit-note.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 01:03 Europe/Lisbon - Receipt Reversal Cancellation Verified

Verified end to end. Created a closed RE receipt reversal, cancelled it from the reversal view with a cancellation reason, and confirmed the source NC returned to open and unpaid.

• Workflow run: cancel-receipt-reversal-re-20260520T000325Z.
• Created and cancelled reversal: 999900015 / RE 9999/15.
• Source credit note: 999900062 / NC 9999/62.
• Cancellation reason: id_motivo_anulacao=1, visible as Erro de faturacao.
• RE final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled.
• Source NC after cancellation: ABR / Open, ValorPago=0, pending value 1.97.
• Raw evidence: raw/playwright/workflows/cancel-receipt-reversal-re-20260520T000325Z.json.
• Manual updated: workflows/cancel-receipt-reversal.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:52 Europe/Lisbon - Receipt Cancellation Verified

Verified end to end. Created a closed R receipt, cancelled it from the receipt view with a cancellation reason, and confirmed the source FT returned to open and unpaid.

• Workflow run: cancel-receipt-r-20260519T235225Z.
• Created and cancelled receipt: 999900250 / R 9999/250.
• Source invoice: 999901706 / FT 9999/1706.
• Payment before cancellation: NUM 1.97; validation returned valid:true and troco:0.
• Cancellation reason: id_motivo_anulacao=1, visible as Erro de faturacao.
• Receipt final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled.
• Source invoice after cancellation: ABR / Open, ValorPago=0, pending value 1.97.
• Raw evidence: raw/playwright/workflows/cancel-receipt-r-20260519T235225Z.json.
• Manual updated: workflows/cancel-receipt.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:33 Europe/Lisbon - Receipt Partial Payment Correction Verified

Verified end to end. Created an R receipt working state, moved one open FT into the receipt documents grid, added a short cash payment, corrected the same row, and confirmed OfficeGest saved the receipt and settled the source invoice.

• Evidence: raw/playwright/workflows/receipt-r-fix-partial-payment-20260519T233330Z.json.
• Route: /vendas/r/create; final route: /vendas/r/view/OTk5OTAwMjQ5.
• Final receipt: 999900249 / R 9999/249.
• Source invoice: 999901705 / FT 9999/1705.
• Short payment: NUM 1.00 returned valid:false and troco:-0.97.
• Correction: edited the same row to 1.97; validation returned valid:true and troco:0.
• Final states: receipt list returned R 9999/249 as F / Closed; source FT became LIQ / Finished with ValorPago=1.97 and pending value 0.00.
• Manual updated: workflows/fix-receipt-partial-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:27 Europe/Lisbon - Receipt Partial Payment Validation Verified

Verified end to end. Created an R receipt working state, moved one open FT into the receipt documents grid, added a short cash payment, attempted payment save, and confirmed OfficeGest blocked the receipt save.

• Evidence: raw/playwright/workflows/receipt-r-partial-payment-validation-20260519T232700Z.json.
• Route: /vendas/r/create.
• Source invoice: 999901704 / FT 9999/1704.
• Payment: NUM 1.00 against selected value 1.97.
• Validation: payment&option=validate returned valid:false and troco:-0.97.
• No saveDocumentRecibo request or OKDOC response was captured.
• Source invoice boundary: FT 9999/1704 stayed ABR / Open with ValorPago=0 and pending value 1.97.
• Manual updated: workflows/handle-receipt-partial-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:21 Europe/Lisbon - Receipt Payment Row Deletion Verified

Verified up to the save boundary. Created an R receipt working state, moved one open FT into the receipt documents grid, added a cash payment row, deleted it, and confirmed no receipt save occurred.

• Evidence: raw/playwright/workflows/receipt-r-delete-payment-row-20260519T232158Z.json.
• Route: /vendas/r/create.
• Source invoice: 999901703 / FT 9999/1703.
• Payment add: payment&option=add created NUM 1.97.
• Payment delete: payment&option=delete used payment table 55797, nseq=1, and cleared the payment form.
• No saveDocumentRecibo request or OKDOC response was captured.
• Source invoice boundary: FT 9999/1703 stayed ABR / Open with ValorPago=0 and pending value 1.97.
• Manual updated: workflows/delete-receipt-payment-row.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:16 Europe/Lisbon - Receipt Overpayment Verified

Verified end to end. Created an R receipt, moved one open FT into the receipt documents grid, entered a cash payment above the value to pay, and confirmed OfficeGest calculated change while settling the source invoice.

• Evidence: raw/playwright/workflows/receipt-r-overpayment-20260519T231638Z.json.
• Route: /vendas/r/create; final route: /vendas/r/view/OTk5OTAwMjQ4.
• Final receipt: 999900248 / R 9999/248.
• Source invoice: 999901702 / FT 9999/1702.
• Payment: NUM 2.00 against value to pay 1.97; validation returned valid:true and troco:0.03.
• Final states: receipt list returned R 9999/248 as F / Closed; source FT became LIQ / Finished with ValorPago=1.97 and pending value 0.00.
• Manual updated: workflows/create-receipt-overpayment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:09 Europe/Lisbon - Receipt Split Payment Verified

Verified end to end. Created an R receipt, moved one open FT into the receipt documents grid, added two payment methods, and confirmed OfficeGest closed the receipt and settled the source invoice.

• Evidence: raw/playwright/workflows/receipt-r-split-payment-20260519T230946Z.json.
• Route: /vendas/r/create; final route: /vendas/r/view/OTk5OTAwMjQ3.
• Final receipt: 999900247 / R 9999/247.
• Source invoice: 999901701 / FT 9999/1701.
• Payments: NUM 1.00 plus TRA 0.97; validation returned valid:true and troco:0.
• Final states: receipt list returned R 9999/247 as F / Closed; source FT became LIQ / Finished with ValorPago=1.97 and pending value 0.00.
• Manual updated: workflows/create-receipt-split-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:03 Europe/Lisbon - Simplified Invoice Split Payment Verified

Verified end to end. Created an FS, added two payment methods in the payment modal, and confirmed OfficeGest saved the simplified invoice as paid.

• Evidence: raw/playwright/workflows/simplified-invoice-split-payment-20260519T230345Z.json.
• Route: /vendas/fs/create; final route: /vendas/fs/view/OTk5OTAwMDEx.
• Final document: 999900011 / FS 9999/11.
• Setup: customer 910 / 100 Ouvidos Lda, article AI-DEMO-20260519-021105, one FS line, total 1.97.
• Payments: NUM 1.00 plus TRA 0.97; validation returned valid:true and troco:0.
• Final list state: FS 9999/11, LIQ / Finished, ValorPago=1.97, pending value 0.00.
• Stock effect: warehouse 1 stock moved from -30 to -31.
• Manual updated: workflows/create-simplified-invoice-split-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:00 Europe/Lisbon - Simplified Invoice Payment Row Deletion Verified

Verified up to the save boundary. Opened an FS payment modal, added a cash payment row, deleted it with the row trash button, and confirmed no final save or stock movement occurred.

• Evidence: raw/playwright/workflows/simplified-invoice-delete-payment-row-20260519T230007Z.json.
• Route: /vendas/fs/create.
• Temporary document id: 55591.
• Setup: customer 910 / 100 Ouvidos Lda, article AI-DEMO-20260519-021105, and one FS line.
• Payment add: payment&option=add created NUM row value 1.97.
• Payment delete: payment&option=delete used nseq=1, cleared the payment form, and reset #payment_total to 0.
• No saveDocument request or OKDOC response was captured.
• Stock boundary: article stock stayed -30 before and after the payment-row deletion.
• Manual updated: workflows/delete-simplified-invoice-payment-row.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 23:55 Europe/Lisbon - Simplified Invoice Partial Payment Correction Verified

Verified end to end. Created an FS with a short cash payment, edited the existing payment row to the full document total, and confirmed the simplified invoice finished as paid.

• Evidence: raw/playwright/workflows/simplified-invoice-fix-partial-payment-20260519T225558Z.json.
• Route: /vendas/fs/create; final route: /vendas/fs/view/OTk5OTAwMDEw.
• Final document: 999900010 / FS 9999/10.
• Setup: customer 910 / 100 Ouvidos Lda, article AI-DEMO-20260519-021105, one FS line, total 1.97.
• Short payment: NUM 1.00; first validation returned valid:false and troco:-0.97.
• Correction: edited the existing payment row to 1.97; second validation returned valid:true and troco:0.
• Final list state: FS 9999/10, LIQ / Finished, ValorPago=1.97, pending value 0.00.
• Stock effect: warehouse 1 stock moved from -29 to -30.
• Manual updated: workflows/fix-simplified-invoice-partial-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 23:52 Europe/Lisbon - Simplified Invoice Overpayment Verified

Verified end to end. Created an FS, entered a cash payment greater than the document total, and confirmed OfficeGest saved the FS while returning the change amount during payment validation.

• Evidence: raw/playwright/workflows/simplified-invoice-overpayment-20260519T225200Z.json.
• Route: /vendas/fs/create; final route: /vendas/fs/view/OTk5OTAwMDA5.
• Final document: 999900009 / FS 9999/9.
• Setup: customer 910 / 100 Ouvidos Lda, article AI-DEMO-20260519-021105, one FS line, total 1.97.
• Payment: NUM 2.00; validation returned valid:true and troco:0.03.
• Final list state: FS 9999/9, LIQ / Finished, total 1.97, ValorPago=1.97, pending value 0.00.
• Stock effect: warehouse 1 stock moved from -28 to -29.
• Manual updated: workflows/create-simplified-invoice-overpayment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:46 Europe/Lisbon - Simplified Invoice Cancellation Verified

Verified end to end. Created a paid FS, cancelled it from the simplified invoice view with a cancellation reason, and confirmed the FS list state changed to canceled while stock was reversed.

• Workflow run: cancel-simplified-invoice-fs-20260519T234643Z.
• Created and cancelled document: 999900012 / FS 9999/12.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Payment before cancellation: NUM 1.97; validation returned valid:true and troco:0.
• Cancellation reason: id_motivo_anulacao=1, visible as Erro de faturacao.
• Final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled, with ValorPago=1.97 and pending value 0.00.
• Stock result: warehouse 1 moved from -37 before FS creation to -38 after final save, then back to -37 after cancellation.
• Raw evidence: raw/playwright/workflows/cancel-simplified-invoice-fs-20260519T234643Z.json.
• Manual updated: workflows/cancel-simplified-invoice.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-20 00:40 Europe/Lisbon - Invoice / Receipt Cancellation Verified

Verified end to end. Created a paid FR, cancelled it from the invoice / receipt view with a cancellation reason, and confirmed the FR list state changed to canceled while stock was reversed.

• Workflow run: cancel-invoice-receipt-fr-20260519T234010Z.
• Created and cancelled document: 999900849 / FR 9999/849.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Payment before cancellation: NUM 1.97; validation returned valid:true and troco:0.
• Cancellation reason: id_motivo_anulacao=1, visible as Erro de faturacao.
• Final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled, with ValorPago=1.97 and pending value 0.00.
• Stock result: warehouse 1 moved from -37 before FR creation to -38 after final save, then back to -37 after cancellation.
• Raw evidence: raw/playwright/workflows/cancel-invoice-receipt-fr-20260519T234010Z.json.
• Manual updated: workflows/cancel-invoice-receipt.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 23:46 Europe/Lisbon - Invoice / Receipt Overpayment Verified

Verified end to end. Created an FR, entered a cash payment greater than the document total, and confirmed OfficeGest saved the FR while returning the change amount during payment validation.

• Evidence: raw/playwright/workflows/invoice-receipt-overpayment-20260519T224642Z.json.
• Route: /vendas/fr/create; final route: /vendas/fr/view/OTk5OTAwODQ4.
• Final document: 999900848 / FR 9999/848.
• Setup: customer 910 / 100 Ouvidos Lda, article AI-DEMO-20260519-021105, one FR line, total 1.97.
• Payment: NUM 2.00; validation returned valid:true and troco:0.03.
• Final list state: FR 9999/848, LIQ / Finished, total 1.97, ValorPago=1.97, pending value 0.00.
• Stock effect: warehouse 1 stock moved from -27 to -28.
• Manual updated: workflows/create-invoice-receipt-overpayment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 23:33 Europe/Lisbon - Invoice / Receipt Partial Payment Correction Verified

Verified end to end. Created an FR with a short cash payment, edited the existing payment row to the full document total, and confirmed the document finished as paid.

• Evidence: raw/playwright/workflows/invoice-receipt-fix-partial-payment-20260519T223353Z.json.
• Route: /vendas/fr/create; final route: /vendas/fr/view/OTk5OTAwODQ3.
• Final document: 999900847 / FR 9999/847.
• Setup: customer 910 / 100 Ouvidos Lda, article AI-DEMO-20260519-021105, one FR line, total 1.97.
• Short payment: NUM 1.00; first validation returned valid:false and troco:-0.97.
• Correction: edited the existing payment row to 1.97; second validation returned valid:true and troco:0.
• Final list state: FR 9999/847, LIQ / Finished, ValorPago=1.97, pending value 0.00.
• Stock effect: warehouse 1 stock moved from -26 to -27.
• Manual updated: workflows/fix-invoice-receipt-partial-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 23:28 Europe/Lisbon - Invoice / Receipt Payment Row Deletion Verified

Verified up to the save boundary. Opened an FR payment modal, added a cash payment row, deleted it with the row trash button, and confirmed no final save or stock movement occurred.

• Evidence: raw/playwright/workflows/invoice-receipt-delete-payment-row-20260519T222826Z.json.
• Route: /vendas/fr/create.
• Temporary document id: 55293.
• Setup: customer 910 / 100 Ouvidos Lda, article AI-DEMO-20260519-021105, and one FR line.
• Payment add: payment&option=add created NUM row value 1.97.
• Payment delete: payment&option=delete used nseq=1, cleared the payment form, and reset #payment_total to 0.
• No saveDocument request or OKDOC response was captured.
• Stock boundary: article stock stayed -26 before and after the payment-row deletion.
• Manual updated: workflows/delete-invoice-receipt-payment-row.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 23:22 Europe/Lisbon - Sales Invoice Attachment Download Verified

Verified end to end. Uploaded a disposable FT attachment, clicked its row download action, verified the browser download filename and content, and deleted the file.

• Evidence: raw/playwright/workflows/sales-invoice-download-attachment-20260519T222253Z.json.
• Route: /vendas/ft/view/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699, customer 910 / 100 Ouvidos Lda.
• Download action: row lista_attachments_edit(193) triggered a browser download.
• Result: suggested filename sales-invoice-download-attachment-20260519T222253Z.txt, size 75 bytes, and content matching the uploaded text file.
• Download artifact: raw/playwright/downloads/sales-invoice-download-attachment-20260519T222253Z-sales-invoice-download-attachment-20260519T222253Z.txt.
• Cleanup: row 193 was deleted and the final lookup found zero rows for that attachment id.
• No invoice save, payment, print, communication, stock, metadata edit, or line-edit request was submitted.
• Manual updated: workflows/download-sales-invoice-attachment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 23:18 Europe/Lisbon - Sales Invoice Attachment Metadata Edit Verified

Verified end to end. Uploaded a disposable FT attachment, opened its row edit modal, changed the description and public flag, verified the edited table row, and deleted the file.

• Evidence: raw/playwright/workflows/sales-invoice-edit-attachment-20260519T221820Z.json.
• Route: /vendas/ft/view/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699, customer 910 / 100 Ouvidos Lda.
• Edit modal: #editattachment with #attach_id, required #edit_attach_assunto, optional #edit_attach_categoria, #edit_attach_public, and #btn_edit_attach_submit.
• Save call: editAttachment returned {"success":true}.
• Result row: description AI FT attachment edited 20260519T221820Z, file sales-invoice-edit-attachment-20260519T221820Z.txt, MIME type text/plain, size 71, and public=0.
• Cleanup: row 193 was deleted and the final lookup found zero rows for that attachment id.
• No invoice save, payment, print, communication, stock, or line-edit request was submitted.
• Manual updated: workflows/edit-sales-invoice-attachment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 23:11 Europe/Lisbon - Sales Invoice Attachments Verified

Verified end to end. Opened a saved FT view, uploaded a disposable text attachment, verified the attachment row, deleted it, and confirmed the table returned to empty.

• Evidence: raw/playwright/workflows/sales-invoice-attachments-20260519T221119Z.json.
• Route: /vendas/ft/view/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699, customer 910 / 100 Ouvidos Lda.
• Upload request: multipart AceUpload with location=attachments, codterc=910, tipoterc=C, numdoc=999901699, tipodoc=FT, required assunto, public=1, and files[].
• Upload response: {"ok":true,"num":193}, MIME type text/plain, size 66, and generated stored filename 20260519231125_z5erWD6.txt.
• List lookup: DT_Select_Attachments used search[NumDoc]=999901699 and search[tipodoc]=FT.
• Delete path: row delete opened Are you sure you want to delete?; accepting OK removed the row and the final table showed No data available in table.
• No invoice save, payment, print, communication, stock, or line-edit request was submitted.
• Manual updated: workflows/manage-sales-invoice-attachments.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:59 Europe/Lisbon - Sales Invoice Duplicate Preparation Verified

Verified up to the save boundary. Opened a saved FT view, clicked Duplicate, verified the copied editable FT form, and confirmed no new invoice was issued.

• Evidence: raw/playwright/workflows/sales-invoice-prepare-duplicate-20260519T215925Z.json.
• Route: source /vendas/ft/view/OTk5OTAxNjk5; duplicate route /vendas/ft/dupl/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699.
• Copied customer: 910 / 100 Ouvidos Lda.
• Copied line: AI-DEMO-20260519-021105, quantity 1, unit price 3, VAT 23, total with VAT 3.69.
• OfficeGest loaded customer advances through DT_Select_AdiantamentosClientes and showed the Advances modal.
• No saveDocument, payment, print, communication, or stock action was submitted.
• Manual updated: workflows/prepare-duplicate-sales-invoice.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:53 Europe/Lisbon - Sales Invoice WhatsApp Availability Verified

Verified with caveat. Opened a saved FT view, clicked the WhatsApp action from the Communicate menu, and confirmed the demo account did not have WhatsApp service enabled.

• Evidence: raw/playwright/workflows/sales-invoice-whatsapp-availability-20260519T215335Z.json.
• Route: /vendas/ft/view/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699.
• Menu path: Communicate / Whatsapp.
• Availability call: POST /ajaxserver with action=chatflow and option=has-whatsapp-service.
• Result: response body false, no visible modal, and #sendWhatsapp remained hidden.
• No WhatsApp, SMS, email, document creation, payment, or stock action was submitted.
• Manual updated: workflows/check-sales-invoice-whatsapp-availability.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:48 Europe/Lisbon - Sales Invoice SMS Composer Verified

Verified up to the send boundary. Opened a saved FT view, opened the SMS modal from the Communicate menu, loaded document SMS template data, and confirmed no external SMS was sent.

• Evidence: raw/playwright/workflows/sales-invoice-prepare-sms-20260519T214821Z.json.
• Route: /vendas/ft/view/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699.
• Menu path: Communicate / SMS.
• Template call: action=templates_sms, option=getTexto, table=Fact, table_entity=clientes, num=999901699, namedoc=Invoice, tipoop=FT, tipoterc=C, id=32.
• Modal loaded language en, template 32 / Liquidação das faturas pendentes, message 100 Ouvidos Lda999901699, and no SMS contact options.
• No SMS, email, WhatsApp, document creation, payment, or stock action was submitted.
• Manual updated: workflows/prepare-sales-invoice-sms.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:42 Europe/Lisbon - Public Sales Invoice PDF Download Verified

Verified end to end. Opened the public document link for a saved FT, clicked Download, and verified the customer-side browser download as a valid PDF.

• Evidence: raw/playwright/workflows/public-sales-invoice-download-pdf-20260519T214219Z.json.
• Public URL: https://pdoc.officegest.com/rwsCRlSDlOXcA36UO7Y.
• Source document: 999901699 / FT 9999/1699, customer 100 Ouvidos Lda, total 3.69 EUR.
• Metadata call: GET services.guisoft.pt/officegest/getpublicdoc/rwsCRlSDlOXcA36UO7Y returned success:true and the PDF URL.
• Download result: browser suggested FT 9999_1699.pdf; saved artifact was 25990 bytes and started with %PDF-1.7.
• Public page posted {"action":"download","document_type":"FT","document_number":999901699,...} to /api/v2/sales/action-log; the PDF download completed even when that unauthenticated log response returned 401.
• Manual updated: workflows/download-public-sales-invoice-pdf.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:39 Europe/Lisbon - Sales Invoice Email Composer Verified

Verified up to the send boundary. Opened a saved FT view, opened the Send email modal from the Communicate menu, loaded document email template data, and confirmed no external email was sent.

• Evidence: raw/playwright/workflows/sales-invoice-prepare-email-20260519T213657Z.json.
• Route: /vendas/ft/view/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699.
• Menu path: Communicate / Send email.
• Email data call: action=documents, option=body_email_data, num=999901699, tipoop=FT, codterc=910, tipoterc=C.
• Modal loaded To/CC/BCC options demo@example.com and luis.santos@guisoft.net; language default en; template cli_documentos referenced FT 9999/1699, total 3,69, and due date 20/05/2026.
• No email, SMS, WhatsApp, document creation, payment, or stock action was submitted.
• Manual updated: workflows/prepare-sales-invoice-email.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:31 Europe/Lisbon - Sales Invoice Public Link Verified

Verified end to end. Opened a saved FT view, copied the public document link from the Communicate menu, and verified the public page outside the authenticated OfficeGest session.

• Evidence: raw/playwright/workflows/sales-invoice-copy-public-link-20260519T213057Z.json.
• Route: /vendas/ft/view/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699.
• Menu path: Communicate / Copy document`s public link.
• Clipboard result: https://pdoc.officegest.com/rwsCRlSDlOXcA36UO7Y; toast text included Successfully copied.
• Public page result: status 200, title OfficeGest's Public Documents, invoice FT 9999/1699, customer 100 Ouvidos Lda, amount 3.69 EUR, and Download.
• No email, SMS, WhatsApp, document creation, payment, or stock action was submitted.
• Manual updated: workflows/copy-sales-invoice-public-link.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:24 Europe/Lisbon - Sales Invoice PDF Print Verified

Verified end to end. Opened a saved FT view, generated a PDF from the Print menu, and verified the generated file downloaded as a PDF.

• Evidence: raw/playwright/workflows/sales-invoice-print-pdf-20260519T212449Z.json.
• Route: /vendas/ft/view/OTk5OTAxNjk5.
• Source document: 999901699 / FT 9999/1699.
• Menu path: Print / PDF, page item #imprimirpdf.
• Print call: action=imprimir, num=999901699, tipoop=FT, talao=F, impressao=F, sign_doc=false.
• Result: {"success":true,"file":"FT 9999-1699.pdf"}; download returned status 200, application/pdf, 25990 bytes, and a %PDF-1.7 header.
• Manual updated: workflows/print-sales-invoice-pdf.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:11 Europe/Lisbon - Sales Invoice Line Gross Price Verified

Verified end to end. Changed an FT line gross price, saved the invoice, and verified the saved view retained the recalculated net price, VAT value, and total.

• Evidence: raw/playwright/workflows/sales-invoice-line-gross-price-20260519T211156Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjk5.
• Final document: 999901699 / FT 9999/1699, customer 910, list total 3.69.
• Line edit: updateEditableTabDoc with campo=PVP and value=3.69 returned success.
• Line result: before edit PVP=1.96677; final view PVP=3.69, PrecoUni=3, ValorIVA=0.69, TotalCIVA=3.69.
• Manual updated: workflows/change-sales-invoice-line-gross-price.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:07 Europe/Lisbon - Sales Invoice Line Unit Verified

Verified end to end. Changed an FT line unit of measure, saved the invoice, and verified the saved view retained CodUnidade=H.

• Evidence: raw/playwright/workflows/sales-invoice-line-unit-20260519T210702Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjk4.
• Final document: 999901698 / FT 9999/1698, customer 910, list total 1.97.
• Line edit: updateEditableTabDoc with campo=CodUnidade and value=H returned success.
• Line result: before edit CodUnidade=UN; final view CodUnidade=H, with TotalCIVA=1.96677 unchanged.
• Manual updated: workflows/set-sales-invoice-line-unit.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 22:02 Europe/Lisbon - Sales Invoice Line Expected Date Verified

Verified end to end. Set an FT line expected date, saved the invoice, and verified the saved view retained DataPrevista=2026-05-26 00:00:00.

• Evidence: raw/playwright/workflows/sales-invoice-line-expected-date-20260519T210214Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjk3.
• Final document: 999901697 / FT 9999/1697, customer 910, list total 1.97.
• Line edit: updateEditableTabDoc with campo=DataPrevista and value=26/05/2026 returned success.
• Line result: before edit DataPrevista=2026-05-19 00:00:00; final view DataPrevista=2026-05-26 00:00:00.
• Manual updated: workflows/set-sales-invoice-line-expected-date.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:57 Europe/Lisbon - Sales Invoice Line VAT Reason Verified

Verified end to end. Set an FT line VAT reason, saved the invoice, and verified the saved view retained RI=7.

• Evidence: raw/playwright/workflows/sales-invoice-line-vat-reason-20260519T205716Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjk2.
• Final document: 999901696 / FT 9999/1696, customer 910, list total 1.97.
• Line edit: updateEditableTabDoc with campo=RI and value=7 returned success.
• Line result: before edit RI=null; final view RI=7, IVA=23, ValorIVA=0.36777, TotalCIVA=1.96677.
• Manual updated: workflows/set-sales-invoice-line-vat-reason.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:51 Europe/Lisbon - Sales Invoice Line Description Verified

Verified end to end. Changed an FT line description, saved the invoice, and verified the saved view retained the custom description without changing totals.

• Evidence: raw/playwright/workflows/sales-invoice-line-description-20260519T205155Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjk1.
• Final document: 999901695 / FT 9999/1695, customer 910, list total 1.97.
• Line edit: updateEditableTabDoc with campo=DesignacaoExt returned success.
• Line result: before edit DesignacaoExt was empty; final view retained DesignacaoExt=Consultoria operacional OfficeGest.
• Manual updated: workflows/change-sales-invoice-line-description.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:47 Europe/Lisbon - Sales Invoice Line Unit Price Verified

Verified end to end. Changed an FT line unit price from 1.599 to 2.50, saved the invoice, and verified the saved view retained the changed price and recalculated totals.

• Evidence: raw/playwright/workflows/sales-invoice-line-unit-price-20260519T204703Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjk0.
• Final document: 999901694 / FT 9999/1694, customer 910, list total 3.08.
• Line edit: updateEditableTabDoc with campo=PrecoUni and value=2.50 returned success.
• Line result: before edit PrecoUni=1.599, TotalCIVA=1.96677; final view PrecoUni=2.5, ValorIVA=0.575, TotalCIVA=3.075.
• Manual updated: workflows/change-sales-invoice-line-unit-price.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:41 Europe/Lisbon - Sales Invoice Line VAT Verified

Verified end to end. Changed an FT line VAT rate from 23 to 13, saved the invoice, and verified the saved view retained the changed VAT rate and recalculated totals.

• Evidence: raw/playwright/workflows/sales-invoice-line-vat-20260519T204152Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjkz.
• Final document: 999901693 / FT 9999/1693, customer 910, list total 1.81.
• Lookup: Sel2_Select_v2 against table ivas returned Reduzida 1 and Taxa 13% for term 13.
• Line edit: updateEditableTabDoc with campo=IVA and value=13 returned success.
• Line result: before edit IVA=23, TotalCIVA=1.96677; final view IVA=13, ValorIVA=0.20787, TotalCIVA=1.80687.
• Manual updated: workflows/set-sales-invoice-line-vat.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:35 Europe/Lisbon - Sales Invoice Line Warehouse Verified

Verified end to end. Changed an FT line warehouse from 1 to 2, handled the additional warehouse confirmation, saved the invoice, and verified the saved view retained the line-level warehouse.

• Evidence: raw/playwright/workflows/sales-invoice-line-warehouse-20260519T203515Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjky.
• Final document: 999901692 / FT 9999/1692, customer 910, list total 1.97.
• Line edit: updateEditableTabDoc with campo=CodLoja and value=2 returned success.
• Confirmations: OfficeGest showed Will move stock a different warehouse of your preference. Confirm?, then Are you sure?.
• Line result: before edit CodLoja=1; after edit and final view CodLoja=2.
• Manual updated: workflows/set-sales-invoice-line-warehouse.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:28 Europe/Lisbon - Sales Invoice Line Accounting Classification Verified

Verified end to end. Applied accounting classification 1 / Mercadorias to an FT line, saved the invoice, and verified the saved view retained the line-level accounting classification.

• Evidence: raw/playwright/workflows/sales-invoice-line-accounting-classification-20260519T202853Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjkx.
• Final document: 999901691 / FT 9999/1691, customer 910, list total 1.97.
• Line edit: updateEditableTabDoc with campo=id_classifcontab and value=1 returned success.
• Line result: before edit id_classifcontab=null; after edit and final view id_classifcontab=1.
• Manual updated: workflows/set-sales-invoice-line-accounting-classification.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:24 Europe/Lisbon - Sales Invoice Line Cost Center Verified

Verified end to end. Applied cost center 0002 / Dep.Comercial to an FT line, saved the invoice, and verified the saved view retained the line-level cost center.

• Evidence: raw/playwright/workflows/sales-invoice-line-cost-center-20260519T202424Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjkw.
• Final document: 999901690 / FT 9999/1690, customer 910, list total 1.97.
• Line edit: updateEditableTabDoc with campo=cod_centrocusto and value=0002 returned success.
• Line result: before edit cod_centrocusto=null; after edit and final view cod_centrocusto=0002.
• Manual updated: workflows/set-sales-invoice-line-cost-center.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:18 Europe/Lisbon - Sales Invoice Currency Verified

Verified end to end. Changed the sales invoice currency from EUR to DOL, set exchange rate 1.1, saved the FT, confirmed the final saveDocument payload, and verified the saved view retained the currency and exchange rate.

• Evidence: raw/playwright/workflows/sales-invoice-currency-20260519T201838Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjg5.
• Final document: 999901689 / FT 9999/1689, customer 910, list total 1.97.
• Currency values: default CodMoeda=EUR, Cambio=1; saved CodMoeda=DOL, Cambio=1.1.
• Observed options included DOL, EGP, EUR, KZ, MT, Pes, and USD.
• Nuance: the final view and FT list still displayed visible totals with euro formatting in the verified run.
• Manual updated: workflows/set-sales-invoice-currency.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:14 Europe/Lisbon - Sales Invoice Classification Verified

Verified end to end. Selected classification CF / Cliente Final on an FT, saved the invoice, confirmed the final saveDocument payload, and verified the saved view retained the classification.

• Evidence: raw/playwright/workflows/sales-invoice-classification-20260519T201417Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjg4.
• Final document: 999901688 / FT 9999/1688, customer 910, list total 1.97.
• Classification values: before save #doc_CodClassif=CF; final save payload CodClassif=CF; final view CF.
• Observed options included CF, LJW1, LJW2, MIC001, MOTP01 through MOTP04, OFI001 through OFI003, and PME001.
• Manual updated: workflows/set-sales-invoice-classification.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:09 Europe/Lisbon - Sales Invoice Delivery Details Verified

Verified end to end. Set delivery method, vehicle, loading fields, and unloading fields on an FT, saved the invoice, confirmed the final saveDocument payload, and verified the saved view retained the delivery details.

• Evidence: raw/playwright/workflows/sales-invoice-delivery-method-20260519T200919Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjg3.
• Final document: 999901687 / FT 9999/1687, customer 910, list total 1.97.
• Delivery values: CodModoExp=NV, Viatura=AI-VAN-2026, loading address Armazem OfficeGest Leiria, unloading address Rua Entrega OfficeGest 456.
• Time nuance: entered loading time 10:30 was saved as 21:14; unloading time 15:45 persisted.
• Manual updated: workflows/set-sales-invoice-delivery-method.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 21:04 Europe/Lisbon - Sales Invoice Global Discount Verified

Verified end to end. Applied a 5% document-level discount to a sales invoice, saved the FT, confirmed the final saveDocument payload, and verified the discounted total in the saved view and FT list.

• Evidence: raw/playwright/workflows/sales-invoice-global-discount-20260519T200434Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjg2.
• Final document: 999901686 / FT 9999/1686, customer 910, list total 1.87.
• Document discount: #doc_PerDesc=5, submitted as PerDesc=5.
• Totals changed from discount 0.00 EUR, net 1.60 EUR, VAT 0.37 EUR, total 1.97 EUR to discount 0.08 EUR, net 1.52 EUR, VAT 0.35 EUR, total 1.87 EUR.
• Manual updated: workflows/apply-sales-invoice-global-discount.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:59 Europe/Lisbon - Sales Invoice Line Discount Verified

Verified end to end. Applied a 10% first discount to a sales invoice line, saved the FT, confirmed the line retained the discount, and verified the FT list total reflected the discount.

• Evidence: raw/playwright/workflows/sales-invoice-line-discount-20260519T195856Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjg1.
• Final document: 999901685 / FT 9999/1685, customer 910, list total 1.77.
• Line edit: updateEditableTabDoc with campo=Desconto1 and value=10 returned success.
• Line result: Desconto1=10, DescontoLinha=0.1599, final VAT value 0.330993.
• Manual updated: workflows/apply-sales-invoice-line-discount.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:52 Europe/Lisbon - Sales Invoice Fiscal Zone Verified with Caveat

Verified with caveat. Changed a sales invoice fiscal zone from PT-MA to PT, saved the FT, confirmed the final saveDocument payload, and verified that the saved view reset to the customer default PT-MA.

• Evidence: raw/playwright/workflows/sales-invoice-fiscal-zone-20260519T195158Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjg0.
• Final document: 999901684 / FT 9999/1684, customer 910, total 1.97.
• Fiscal-zone lookup: Sel2_Select_ZonasFiscais returned PT / Portugal; observed alternatives include PT-AC, PT-MA, and ES.
• Saved request nuance: saveDocument submitted zonafiscal=PT, but the final view showed #doc_zonafiscal=PT-MA.
• Manual updated: workflows/set-sales-invoice-fiscal-zone.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:44 Europe/Lisbon - Sales Invoice Billing Address Verified

Verified end to end. Selected Other Addresses on an FT, entered a manual billing name and address, saved the invoice, confirmed the final saveDocument payload, and verified the FT list row used the alternate billing name.

• Evidence: raw/playwright/workflows/sales-invoice-billing-address-20260519T194417Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjgy.
• Final document: 999901682 / FT 9999/1682, customer 910, total 1.97.
• Billing selector: MoradaFact=-OTR before save.
• Saved billing values: NomeFact=AI Alternate Billing 20260519, Morada=Rua Alternativa OfficeGest 123, Localidade=Leiria, CodPostal=2400-001, CodPais=PRT.
• Manual updated: workflows/set-sales-invoice-billing-address.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:38 Europe/Lisbon - Sales Invoice Payment Terms Verified

Verified end to end. Changed a sales invoice payment condition from PP to 30, set due date 18/06/2026, saved the FT, confirmed the final saveDocument payload, and verified the final view and list state.

• Evidence: raw/playwright/workflows/sales-invoice-payment-terms-20260519T193814Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjgx.
• Final document: 999901681 / FT 9999/1681, customer 910, total 1.97.
• Payment term: CodFormaPag=30, days 30, due date 18/06/2026.
• List result: fpag: 30 Dias, ABR / Open, pending 1.97.
• Manual updated: workflows/set-sales-invoice-payment-terms.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:32 Europe/Lisbon - Sales Invoice Vehicle Details Verified

Verified end to end. Selected customer 910, chose existing vehicle 75-XU-14, entered current km, saved an FT invoice, confirmed the vehicle values were submitted in saveDocument, and verified they persisted on the final invoice view.

• Evidence: raw/playwright/workflows/sales-invoice-vehicle-20260519T193202Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjgw.
• Final document: 999901680 / FT 9999/1680, customer 910, total 1.97.
• Vehicle lookup: Sel2_viaturas returned 75-XU-14, Honda Vision - 2018.
• Saved vehicle values: CodEquipExt=75-XU-14, Marca=Honda, Modelo=Vision, Versao=2018, ContKmAnt=3111111, ContKmAct=3111222.
• Manual updated: workflows/add-sales-invoice-vehicle.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:25 Europe/Lisbon - Sales Invoice Notes Verified

Verified end to end. Created a Factura [FT] with a customer-facing document note and an internal back-office note, confirmed both note values were submitted in the final saveDocument payload, and verified both persisted on the final invoice view.

• Evidence: raw/playwright/workflows/sales-invoice-notes-20260519T192511Z.json.
• Route: /vendas/ft/create; final view /vendas/ft/view/OTk5OTAxNjc5.
• Final document: 999901679 / FT 9999/1679, customer 910, total 1.97.
• Public note field: #doc_Obs, submitted as Obs.
• Internal note field: #i_message2, submitted as Obs2.
• Manual updated: workflows/add-sales-invoice-notes.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:17 Europe/Lisbon - Receipt No Documents Validation Verified

Verified end to end. Selected customer 910 on a Receipt [R], left the Documents grid empty, clicked End, captured ErrorNo lines, and confirmed no final saveDocumentRecibo request was submitted.

• Evidence: raw/playwright/workflows/receipt-no-documents-validation-20260519T191736Z.json.
• Route: /vendas/r/create, title OG - Receipt [R].
• Receipt state: customer 910 selected, DocsAPagar empty, and no source document moved from pending documents.
• Validation result: visible toast ErrorNo lines.
• Final-save boundary: no saveDocumentRecibo request was submitted.
• Manual updated: workflows/handle-receipt-no-documents-error.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:12 Europe/Lisbon - Invoice / Receipt Split Payment Verified

Verified end to end. Created an FR with two payment rows, validated the combined payment, saved the document, verified the FR list state, and confirmed stock moved.

• Evidence: raw/playwright/workflows/invoice-receipt-split-payment-20260519T191233Z.json.
• Route: /vendas/fr/create; final view /vendas/fr/view/OTk5OTAwODQ2.
• Final document: 999900846 / FR 9999/846, customer 910, total 1.97.
• Payment split: NUM 1.00 plus TRA 0.97; validation returned valid:true and troco:0.
• Final state: FR list returned LIQ / Finished, ValorPago=1.97, pending 0.00, and stock moved from -4 to -5.
• Manual updated: workflows/create-invoice-receipt-split-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 20:05 Europe/Lisbon - Invoice / Receipt Partial Payment Validation Verified

Verified end to end. Added a NUM payment of 1.00 to an FR whose total was 1.97, clicked the payment modal Save, verified payment&option=validate returned valid:false, and confirmed no final saveDocument request was submitted.

• Evidence: raw/playwright/workflows/invoice-receipt-partial-payment-validation-20260519T190550Z.json.
• Route: /vendas/fr/create, title OG - Invoice / Receipt [FR].
• Invoice state: customer 910, one article line for AI-DEMO-20260519-021105, quantity 1, total with VAT 1.96677.
• Validation result: payment&option=validate returned valid:false, troco:-0.97, and the payment modal stayed open with payment total 1.00.
• Final-save boundary: no saveDocument request was submitted, and warehouse 1 stock stayed at -3.
• Manual updated: workflows/handle-invoice-receipt-partial-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:59 Europe/Lisbon - Invoice / Receipt Inactive Customer Validation Verified

Verified end to end. Selected inactive customer 1 on an FR, inserted one article line, clicked Save and Finish, and confirmed OfficeGest did not submit final saveDocument.

• Evidence: raw/playwright/workflows/invoice-receipt-inactive-customer-validation-20260519T185928Z.json.
• Route: /vendas/fr/create, title OG - Invoice / Receipt [FR].
• Customer lookup: NameEntidades returned customer 1, Consumidor Final, VAT 999999990, with activo:"F".
• Selection result: OfficeGest showed Inactive billing entity! The billing entity is inactive., then #doc_CodTerc and #doc_NContrib were empty.
• Finalization result: Error There are mandatory fields unfilled, no saveDocument, and warehouse 1 stock stayed at -3.
• Manual updated: workflows/handle-invoice-receipt-inactive-customer.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:53 Europe/Lisbon - Simplified Invoice Missing Payment Validation Verified

Verified end to end. Selected a valid customer on an FS, inserted one article line, clicked Save and Finish without adding a payment line, verified payment&option=validate returned valid:"NONE", and confirmed no final saveDocument request was submitted.

• Evidence: raw/playwright/workflows/simplified-invoice-missing-payment-validation-20260519T185326Z.json.
• Route: /vendas/fs/create, title OG - Simplified Invoice [FS].
• Invoice state: customer 910, one article line for AI-DEMO-20260519-021105, quantity 1, total with VAT 1.96677.
• Validation result: payment&option=validate returned valid:"NONE", troco:-1.97, and the payment modal opened with payment total 0.00.
• Final-save boundary: no saveDocument request was submitted, and warehouse 1 stock stayed at -3.
• Manual updated: workflows/handle-simplified-invoice-missing-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:47 Europe/Lisbon - Invoice / Receipt Missing Payment Validation Verified

Verified end to end. Selected a valid customer on an FR, inserted one article line, clicked Save and Finish without adding a payment line, verified payment&option=validate returned valid:"NONE", and confirmed no final saveDocument request was submitted.

• Evidence: raw/playwright/workflows/invoice-receipt-missing-payment-validation-20260519T184723Z.json.
• Route: /vendas/fr/create, title OG - Invoice / Receipt [FR].
• Invoice state: customer 910, one article line for AI-DEMO-20260519-021105, quantity 1, total with VAT 1.96677.
• Validation result: payment&option=validate returned valid:"NONE", troco:-1.97, and the payment modal opened with payment total 0.00.
• Final-save boundary: no saveDocument request was submitted, and warehouse 1 stock stayed at -3.
• Manual updated: workflows/handle-invoice-receipt-missing-payment.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:42 Europe/Lisbon - Sales Invoice Missing Customer Validation Verified

Verified end to end. Added one article line to a blank FT without selecting a customer, clicked Save and Finish, captured the visible mandatory-fields toast, verified customer/VAT fields were marked, and confirmed no final saveDocument request was submitted.

• Evidence: raw/playwright/workflows/sales-invoice-missing-customer-validation-20260519T184220Z.json.
• Route: /vendas/ft/create, title OG - Invoice [FT].
• Line state: one article line for AI-DEMO-20260519-021105, quantity 1, total with VAT 1.96677.
• Validation result: visible toast Error There are mandatory fields unfilled.
• Field markers: #doc_CodTerc and #doc_NContrib had chosen-error.
• Final-save boundary: no saveDocument request was submitted, and OfficeGest stayed on the create route.
• Manual updated: workflows/handle-sales-invoice-mandatory-fields-error.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:36 Europe/Lisbon - Sales Invoice No Lines Validation Verified

Verified end to end. Opened a blank FT create page, clicked Save and Finish, captured the visible ErrorNo lines toast, and verified no final saveDocument request was submitted.

• Evidence: raw/playwright/workflows/sales-invoice-no-lines-validation-20260519T183637Z.json.
• Route: /vendas/ft/create, title OG - Invoice [FT].
• Blank state: customer empty, article search empty, and line grid row count 0.
• Validation result: visible toast ErrorNo lines.
• Final-save boundary: no saveDocument request was submitted, and OfficeGest stayed on the create route.
• Manual updated: workflows/handle-sales-invoice-no-lines-error.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:29 Europe/Lisbon - Saved Sales Invoice Draft Quantity Change Verified

Verified end to end. Created a fresh FT draft, changed the article line quantity while it was still a draft, saved it again as a draft, reopened the active edited draft, and verified no final FT row or stock movement was created by the quantity edit.

• Evidence: raw/playwright/workflows/change-quantity-sales-invoice-draft-20260519T182947Z.json.
• Source draft run: sales-invoice-draft-ft-20260519T182919Z.
• Original draft: 474, route /vendas/ft/rasc/NDc0.
• Edited active draft: 475, route /vendas/ft/rasc/NDc1.
• Quantity result: row count stayed 1; total quantity changed from 1 to 2.
• Final-document check: DT_List_Documentos returned no final FT rows for the edited reference.
• Stock result: warehouse 1 stock stayed at -3 before and after the draft quantity change.
• Manual updated: workflows/change-quantity-sales-invoice-draft.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:21 Europe/Lisbon - Saved Sales Invoice Draft Line Deletion Verified

Verified end to end. Created a fresh FT draft, added a second article line, deleted one line while it was still a draft, saved it again as a draft, reopened the active edited draft, and verified no final FT row or stock movement was created by the line deletion.

• Evidence: raw/playwright/workflows/delete-line-sales-invoice-draft-20260519T182132Z.json.
• Source add-line run: add-line-sales-invoice-draft-20260519T182107Z.
• Original two-line draft: 472, route /vendas/ft/rasc/NDcy.
• Edited active draft: 473, route /vendas/ft/rasc/NDcz.
• Line result: row count changed from 2 to 1; total quantity changed from 2 to 1.
• Final-document check: DT_List_Documentos returned no final FT rows for the edited reference.
• Stock result: warehouse 1 stock stayed at -3 before and after the draft line deletion.
• Manual updated: workflows/delete-line-sales-invoice-draft.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:12 Europe/Lisbon - Saved Sales Invoice Draft Line Add Verified

Verified end to end. Created a fresh FT draft, added another article line while it was still a draft, saved it again as a draft, reopened the active edited draft, and verified no final FT row or stock movement was created by the line edit.

• Evidence: raw/playwright/workflows/add-line-sales-invoice-draft-20260519T181220Z.json.
• Source draft run: sales-invoice-draft-ft-20260519T181144Z.
• Original draft: 469, route /vendas/ft/rasc/NDY5.
• Edited active draft: 470, route /vendas/ft/rasc/NDcw.
• Line result: row count changed from 1 to 2; total quantity changed from 1 to 2.
• Final-document check: DT_List_Documentos returned no final FT rows for the edited reference.
• Stock result: warehouse 1 stock stayed at -3 before and after the draft line add.
• Manual updated: workflows/add-line-sales-invoice-draft.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 19:06 Europe/Lisbon - Saved Sales Invoice Draft Edit Verified

Verified end to end. Created a fresh FT draft, changed its reference, saved it again as a draft, reopened the active edited draft, and verified no final FT row or stock movement was created by the edit.

• Evidence: raw/playwright/workflows/edit-sales-invoice-draft-20260519T180638Z.json.
• Source draft run: sales-invoice-draft-ft-20260519T180605Z.
• Original draft: 467, route /vendas/ft/rasc/NDY3.
• Edited active draft: 468, route /vendas/ft/rasc/NDY4.
• Edited reference: AI-FT-DRAFT-20260519T180605Z-EDIT.
• Final-document check: DT_List_Documentos returned no final FT rows for the edited reference.
• Stock result: warehouse 1 stock stayed at -3 before and after the edit re-save.
• Manual updated: workflows/edit-sales-invoice-draft.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 18:59 Europe/Lisbon - Saved Sales Invoice Draft Finalization Verified

Verified end to end. Created a fresh FT draft, reopened the saved draft route, used Save and Finish, confirmed the dialog, and verified the final FT in the invoice list and stock movement.

• Evidence: raw/playwright/workflows/finalize-saved-sales-invoice-draft-20260519T175951Z.json.
• Source draft run: sales-invoice-draft-ft-20260519T175923Z.
• Draft: 465, route /vendas/ft/rasc/NDY1.
• Final invoice: 999901677 / FT 9999/1677, final view /vendas/ft/view/OTk5OTAxNjc3.
• Final state: ABR / Open, total 1.97, paid 0.00, pending 1.97.
• Stock result: warehouse 1 stock for article AI-DEMO-20260519-021105 changed from -2 before finalization to -3 after finalization.
• Manual updated: workflows/finalize-saved-sales-invoice-draft.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 18:52 Europe/Lisbon - Sales Invoice Draft Save Verified

Verified end to end. Filled a normal FT invoice, used Save Draft instead of Save and Finish, opened the saved draft route, and verified that no final FT row was created for the draft reference.

• Evidence: raw/playwright/workflows/sales-invoice-draft-ft-20260519T175248Z.json.
• Draft: 464, final route /vendas/ft/rasc/NDY0.
• Reference: AI-FT-DRAFT-20260519T175248Z.
• Save response: "OK:464:&=&AI-DEMO-20260519-021105:1#".
• Final-document check: DT_List_Documentos returned no final FT rows for the draft reference.
• Stock result: warehouse stock for article AI-DEMO-20260519-021105 stayed at -1 before and after draft save.
• Manual updated: workflows/save-sales-invoice-draft.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 18:43 Europe/Lisbon - Sales Invoice to Receipt Verified

Verified end to end. Created a fresh FT invoice, used the invoice view's To convert / Receipt action, confirmed the source invoice was preloaded in the receipt Documents grid, added a cash payment, saved the R receipt, and verified the source FT became paid.

• Evidence: raw/playwright/workflows/sales-invoice-to-receipt-20260519T174312Z.json.
• Source invoice: 999901675 / FT 9999/1675.
• Receipt: 999900246 / R 9999/246, final view /vendas/r/view/OTk5OTAwMjQ2.
• Preload behavior: /vendas/r/create opened with customer 910; Documents contained the source FT with value to pay 1.97.
• Final verification: receipt list returned F / Closed; source FT returned LIQ / Finished, ValorPago=1.97, pending 0.00.
• Manual updated: workflows/convert-sales-invoice-to-receipt.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 18:18 Europe/Lisbon - Converted Pro-Forma Sales Order Draft Finalization Verified

Verified end to end. I created a fresh pro-forma invoice, converted it to an ENC draft, then saved that draft as a final sales order and verified the final ENC row in the list.

• Evidence: raw/playwright/workflows/finalize-converted-proforma-sales-order-draft-20260519T171841Z.json.
• Source pro-forma: 999900065 / FP 9999/65, reference AI-FP-ENC-FIN-20260519T171841Z.
• Draft: 463, opened at /vendas/enc/rasc/NDYz.
• Final save response: {"return":"999900109%&=&OKDOC&=&","print_documents":[]}.
• Final sales order: 999900109 / ENC 9999/109, opened at /vendas/enc/view/OTk5OTAwMTA5.
• Final ENC state: ABR / Open, total 1.97, paid value 0.
• Manual added: workflows/finalize-converted-proforma-sales-order-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 18:12 Europe/Lisbon - Converted Pro-Forma Invoice / Receipt Draft Finalization Verified

Verified end to end. I created a fresh pro-forma invoice, converted it to an FR draft, completed the payment modal, then saved that draft as a final invoice / receipt and verified the final FR row in the list.

• Evidence: raw/playwright/workflows/finalize-converted-proforma-invoice-receipt-draft-20260519T171230Z.json.
• Source pro-forma: 999900064 / FP 9999/64, reference AI-FP-FR-FIN-20260519T171230Z.
• Draft: 463, opened at /vendas/fr/rasc/NDYz.
• Payment: [NUM] Numerário, total 1.97.
• Final save response: {"return":"999900844%OK&=&OKDOC&=&","print_documents":[]}.
• Final invoice / receipt: 999900844 / FR 9999/844, opened at /vendas/fr/view/OTk5OTAwODQ0.
• Final FR state: LIQ / Finished, total 1.97, paid value 1.97.
• Manual added: workflows/finalize-converted-proforma-invoice-receipt-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 18:08 Europe/Lisbon - Converted Pro-Forma Invoice Draft Finalization Verified

Verified end to end. I created a fresh pro-forma invoice, converted it to an FT draft, then saved that draft as a final FT invoice and verified the final invoice in the FT list.

• Evidence: raw/playwright/workflows/finalize-converted-proforma-invoice-draft-20260519T170759Z.json.
• Source pro-forma: 999900063 / FP 9999/63, reference AI-FP-FT-FIN-20260519T170759Z.
• Conversion options observed on FP view: Invoice, Invoice / Receipt, and Internal Doc.
• Draft: 463, opened at /vendas/ft/rasc/NDYz.
• Final save response: {"return":"999901670%OK&=&OKDOC&=&","print_documents":[]}.
• Final invoice: 999901670 / FT 9999/1670, opened at /vendas/ft/view/OTk5OTAxNjcw.
• Final FT state: ABR / Open, total 1.97, paid value 0.
• Manual added: workflows/finalize-converted-proforma-invoice-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 18:03 Europe/Lisbon - Converted Quotation Sales Order Draft Finalization Verified

Verified end to end. I created a fresh quotation, converted it to an ENC draft, then saved that draft as a final sales order and verified the final ENC row in the list.

• Evidence: raw/playwright/workflows/finalize-converted-quotation-sales-order-draft-20260519T170312Z.json.
• Source quotation: 999900094 / ORC 9999/94, reference AI-ORC-ENC-FIN-20260519T170312Z.
• Draft: 463, opened at /vendas/enc/rasc/NDYz.
• Final save response: {"return":"999900108%&=&OKDOC&=&","print_documents":[]}.
• Final sales order: 999900108 / ENC 9999/108, opened at /vendas/enc/view/OTk5OTAwMTA4.
• Final ENC state: ABR / Open, total 1.97, paid value 0.
• Manual added: workflows/finalize-converted-quotation-sales-order-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:58 Europe/Lisbon - Converted Quotation Invoice / Receipt Draft Finalization Verified

Verified end to end. I created a fresh quotation, converted it to an FR draft, completed the payment modal, then saved that draft as a final invoice / receipt and verified the final FR row in the list.

• Evidence: raw/playwright/workflows/finalize-converted-quotation-invoice-receipt-draft-20260519T165805Z.json.
• Source quotation: 999900093 / ORC 9999/93, reference AI-ORC-FR-FIN-20260519T165805Z.
• Draft: 463, opened at /vendas/fr/rasc/NDYz.
• Payment: [NUM] Numerário, total 1.97.
• Final save response: {"return":"999900843%OK&=&OKDOC&=&","print_documents":[]}.
• Final invoice / receipt: 999900843 / FR 9999/843, opened at /vendas/fr/view/OTk5OTAwODQz.
• Final FR state: LIQ / Finished, total 1.97, paid value 1.97.
• Manual added: workflows/finalize-converted-quotation-invoice-receipt-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:54 Europe/Lisbon - Converted Quotation Invoice Draft Finalization Verified

Verified end to end. I created a fresh quotation, converted it to an FT draft, then saved that draft as a final FT invoice and verified the final invoice in the FT list.

• Evidence: raw/playwright/workflows/finalize-converted-quotation-invoice-draft-20260519T165348Z.json.
• Source quotation: 999900092 / ORC 9999/92, reference AI-ORC-FT-FIN-20260519T165348Z.
• Draft: 463, opened at /vendas/ft/rasc/NDYz.
• Final save response: {"return":"999901669%OK&=&OKDOC&=&","print_documents":[]}.
• Final invoice: 999901669 / FT 9999/1669, opened at /vendas/ft/view/OTk5OTAxNjY5.
• Final FT state: ABR / Open, total 1.97, paid value 0.
• Manual added: workflows/finalize-converted-quotation-invoice-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:47 Europe/Lisbon - Converted Sales Order Invoice / Receipt Draft Finalization Verified

Verified end to end. I created a fresh sales order, converted it to an FR draft, completed the payment modal, then saved that draft as a final invoice / receipt and verified the final FR row in the list.

• Evidence: raw/playwright/workflows/finalize-converted-sales-order-invoice-receipt-draft-20260519T164715Z.json.
• Source sales order: 999900107 / ENC 9999/107, reference AI-ENC-FR-FIN-20260519T164715Z.
• Draft: 463, opened at /vendas/fr/rasc/NDYz.
• Payment: [NUM] Numerário, total 1.97.
• Final save response: {"return":"999900842%OK&=&OKDOC&=&","print_documents":[]}.
• Final invoice / receipt: 999900842 / FR 9999/842, opened at /vendas/fr/view/OTk5OTAwODQy.
• Final FR state: LIQ / Finished, total 1.97, paid value 1.97.
• Manual added: workflows/finalize-converted-sales-order-invoice-receipt-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:41 Europe/Lisbon - Converted Sales Order Invoice Draft Finalization Verified

Verified end to end. I created a fresh sales order, converted it to an FT draft, then saved that draft as a final FT invoice and verified the final invoice in the FT list.

• Evidence: raw/playwright/workflows/finalize-converted-sales-order-invoice-draft-20260519T164146Z.json.
• Source sales order: 999900106 / ENC 9999/106, reference AI-ENC-FT-FIN-20260519T164146Z.
• Draft: 463, opened at /vendas/ft/rasc/NDYz.
• Final save response: {"return":"999901668%OK&=&OKDOC&=&","print_documents":[]}.
• Final invoice: 999901668 / FT 9999/1668, opened at /vendas/ft/view/OTk5OTAxNjY4.
• Final FT state: ABR / Open, total 1.97, paid value 0.
• Manual added: workflows/finalize-converted-sales-order-invoice-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:31 Europe/Lisbon - Quotation to Sales Order Draft Conversion Verified

Verified to draft. I created a fresh quotation, used the saved quotation's To convert / Internal Doc action, and verified that OfficeGest opened an ENC draft copied from the ORC source. I stopped before final sales order save.

• Evidence: raw/playwright/workflows/quotation-to-sales-order-draft-20260519T163135Z.json.
• Source quotation: 999900091 / ORC 9999/91, reference AI-ORC-ENC-20260519T163135Z.
• Conversion action: facturardoc with tipoopdest=enc, tipoop=ORC, and num=999900091.
• Response: "OK:462:vendas"; generated draft route /vendas/enc/rasc/NDYy.
• Draft line proof: article AI-DEMO-20260519-021105, quantity 1, source metadata ndocori=999900091, tipodocori=ORC, linhandocori=1.
• Source ORC state after draft creation: still ABR / Open in the ORC list.
• Manual added: workflows/convert-quotation-to-sales-order-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:26 Europe/Lisbon - Sales Order to Invoice / Receipt Draft Conversion Verified

Verified to draft. I created a fresh sales order, used the saved order's Invoice / Invoice / Receipt action, and verified that OfficeGest opened an FR draft copied from the ENC source. I stopped before payment or final invoice / receipt save.

• Evidence: raw/playwright/workflows/sales-order-to-invoice-receipt-draft-20260519T162611Z.json.
• Source sales order: 999900105 / ENC 9999/105, reference AI-ENC-FR-20260519T162611Z.
• Conversion action: facturardoc with tipoopdest=fr, tipoop=ENC, and num=999900105.
• Response: "OK:461:vendas"; generated draft route /vendas/fr/rasc/NDYx.
• Draft line proof: article AI-DEMO-20260519-021105, quantity 1, source metadata ndocori=999900105, tipodocori=ENC, linhandocori=1.
• Source ENC state after draft creation: still ABR / Open in the ENC list.
• Manual added: workflows/convert-sales-order-to-invoice-receipt-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:21 Europe/Lisbon - Quotation to Invoice / Receipt Draft Conversion Verified

Verified to draft. I created a fresh quotation, used the saved quotation's To convert / Invoice / Receipt action, and verified that OfficeGest opened an FR draft copied from the ORC source. I stopped before payment or final invoice / receipt save.

• Evidence: raw/playwright/workflows/quotation-to-invoice-receipt-draft-20260519T162111Z.json.
• Source quotation: 999900090 / ORC 9999/90, reference AI-ORC-FR-20260519T162111Z.
• Conversion action: facturardoc with tipoopdest=fr, tipoop=ORC, and num=999900090.
• Response: "OK:460:vendas"; generated draft route /vendas/fr/rasc/NDYw.
• Draft line proof: article AI-DEMO-20260519-021105, quantity 1, source metadata ndocori=999900090, tipodocori=ORC, linhandocori=1.
• Source ORC state after draft creation: still ABR / Open in the ORC list.
• Manual added: workflows/convert-quotation-to-invoice-receipt-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:15 Europe/Lisbon - Sales Order to Invoice Draft Conversion Verified

Verified to draft. I created a fresh sales order, used the saved order's Invoice / Invoice action, and verified that OfficeGest opened an FT draft copied from the ENC source. I stopped before final invoice save.

• Evidence: raw/playwright/workflows/sales-order-to-invoice-draft-20260519T161456Z.json.
• Source sales order: 999900104 / ENC 9999/104, reference AI-ENC-FT-20260519T161456Z.
• Conversion action: facturardoc with tipoopdest=ft, tipoop=ENC, and num=999900104.
• Response: "OK:459:vendas"; generated draft route /vendas/ft/rasc/NDU5.
• Draft line proof: article AI-DEMO-20260519-021105, quantity 1, source metadata ndocori=999900104, tipodocori=ENC, linhandocori=1.
• Source ENC state after draft creation: still ABR / Open in the ENC list.
• Manual added: workflows/convert-sales-order-to-invoice-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 17:09 Europe/Lisbon - Quotation to Invoice Draft Conversion Verified

Verified to draft. I created a fresh quotation, used the saved quotation's To convert / Invoice action, and verified that OfficeGest opened an FT draft copied from the ORC source. I stopped before final invoice save.

• Evidence: raw/playwright/workflows/quotation-to-invoice-draft-20260519T160923Z.json.
• Source quotation: 999900089 / ORC 9999/89, reference AI-ORC-FT-20260519T160923Z.
• Conversion action: facturardoc with tipoopdest=ft, tipoop=ORC, and num=999900089.
• Response: "OK:458:vendas"; generated draft route /vendas/ft/rasc/NDU4.
• Draft line proof: article AI-DEMO-20260519-021105, quantity 1, source metadata ndocori=999900089, tipodocori=ORC, linhandocori=1.
• Source ORC state after draft creation: still ABR / Open in the ORC list.
• Manual added: workflows/convert-quotation-to-invoice-draft.html, plus updates to workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 16:57 Europe/Lisbon - Ticket Resolution Models Delete Gap Found

Partial verification only. I verified that ticket resolution models can be created and updated with createUpdateTikResolutionModel, but the list page delete action currently returns Invalid / Not Found Action in the demo.

• Source inspect evidence: raw/playwright/workflows/ticket-resolution-models-source-20260519T160500Z.json and raw/playwright/workflows/ticket-resolution-models-form-inspect-20260519T155648Z.json.
• Failed state-changing probe: raw/playwright/workflows/ticket-resolution-models-probe-20260519T155729Z-failed.json.
• Created inactive probe row: AI resolution model edit 155729, id 6, with no department and no topic.
• The page script calls deleteTikResolution_Model, but both direct fetch and UI-confirmed delete returned {"succeeded":false,"message":"Invalid / Not Found Action"}.
• No CRUD manual was published for this workflow because cleanup is not verified.

2026-05-19 16:51 Europe/Lisbon - Ticket Automatic Responses Support File CRUD Verified

Verified end to end. I created one disposable inactive ticket automatic response for collaborator Demo, renamed it, deleted it, and confirmed it was absent from the automatic responses list endpoint.

• Evidence: raw/playwright/workflows/ticket-autoanswer-crud-20260519T155118Z.json.
• Automatic response: 5; create name: AI autoanswer 155118; edited name: AI autoanswer edit 155118.
• Create request: ticketsautoanswer / save_auto_answer with serialized form id=-1, name, and codempr=1; response returned {"succeeded":true,"message":{"autoanswer":{"modified":true,"id":5}}}.
• Update request: ticketsautoanswer / save_auto_answer with id=5, edited name, and codempr=1; response returned {"succeeded":true} with id 5.
• Delete request: ticketsautoanswer / delete_auto_answer with id=5; response returned {"succeeded":true,"message":{"autoanswer":true}}.
• Verification: final DT_Select_tickets_autoanswer did not contain AI autoanswer edit 155118.
• Manual updated: workflows/manage-ticket-automatic-responses.html, workflows/index.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 16:39 Europe/Lisbon - Ticket Filters Support File CRUD Verified

Verified end to end. I created one disposable inactive email ticket filter with a rule and action, opened it in the edit page, renamed and reordered it, deleted it, and confirmed it was absent from the filters list endpoint.

• Evidence: raw/playwright/workflows/ticket-filters-crud-20260519T153928Z.json.
• Filter: 4; create name: AI filter 153928; edited name: AI filter edit 153928.
• Create request: createUpdateTikFilter with inactive email target, execution order 98, rule subject contains AI-FILTER-153928, and filter_disable_autoresponder=1; response returned {"success":true,"id":4}.
• Validation findings: a filter without a rule returns No set rule; a filter with a rule but no action returns No definite action.
• Update request: createUpdateTikFilter with filter_id=4, edited name, execution order 99, edited rule value, and the same autoresponder action; response returned {"success":true,"id":"4"}.
• Delete request: deleteTikFilter with id=4; response returned {"success":true}.
• Verification: final DT_Select_tickets_filters did not contain AI filter edit 153928.
• Manual updated: workflows/manage-ticket-filters.html, workflows/index.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 17:05 Europe/Lisbon - Invoicing Hub Added

Organization update. The invoicing evidence was already covered across individual workflow pages, so I added a decision-oriented hub that tells users which sales document to create before opening the detailed guide.

• New page: workflows/invoicing-hub.html.
• Covered choices: FR, FT, FS, R, NC, ND, FP, ENC, and ORC.
• Linked from the main entry page, focused first-version manual, How-To Index, Sales module overview, and generated master manual.

2026-05-19 16:29 Europe/Lisbon - Ticket Macro Replies Support File CRUD Verified

Verified end to end. I created one disposable ticket macro reply, loaded it, renamed and edited the rich-text answer, deleted it, and confirmed it was absent from the macro replies list endpoint.

• Evidence: raw/playwright/workflows/ticket-macro-replies-crud-20260519T152909Z.json.
• Macro reply: 3; create name: AI macro 152909; edited name: AI macro edit 152909.
• Create request: createUpdateMacroReply with HTML body, active flag, empty department/topic fields, and reply type all; response returned {"success":true,"id":3}.
• Load request: loadTikMacroReply with id=3 and attachs=1; response returned nested macro_reply data.
• Update request: createUpdateMacroReply with tik_macro_reply_id=3, edited name, and edited body; response returned {"success":true,"id":"3"}.
• Delete request: deleteTikMacroReply with id=3; response returned {"success":true}.
• Verification: final DT_Select_tickets_macro_replies did not contain AI macro edit 152909.
• Manual updated: workflows/manage-ticket-macro-replies.html, workflows/index.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:42 Europe/Lisbon - Ticket SLA Support File CRUD Verified

Verified end to end. I created one disposable ticket SLA, derived its id from the list endpoint, loaded it, renamed it with different minute limits, deleted it, and confirmed it was absent from the SLA list endpoint.

• Evidence: raw/playwright/workflows/ticket-slas-crud-20260519T144235Z.json.
• SLA: 5; create name: AI sla 144235; edited name: AI sla edit 144235.
• Create request: createUpdateTikSLA with serialized form containing empty sla_id, sla_name, sla_period_1st_reply=5, sla_period_reply=10, sla_period_resolution=15, and sla_active=1; response returned {"success":true}.
• Endpoint nuance: the SLA create response did not include the id, so the workflow derived id 5 from DT_Select_tickets_slas.
• Load request: loadTikSLA with id=5; response returned the SLA name, active flag, and minute thresholds.
• Update request: createUpdateTikSLA with sla_id=5, edited name, and minute limits 6, 11, and 16; response returned {"success":true}.
• Delete request: deleteTikSLA with id=5; response returned {"success":true}.
• Verification: final DT_Select_tickets_slas did not contain AI sla edit 144235.
• Manual updated: workflows/manage-ticket-slas.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:37 Europe/Lisbon - Ticket Topics Support File CRUD Verified

Verified end to end. I created one disposable ticket topic, loaded it, renamed it, deleted it, and confirmed it was absent from the topics list endpoint.

• Evidence: raw/playwright/workflows/ticket-topics-crud-20260519T143724Z.json.
• Topic: 6; create name: AI topic 143724; edited name: AI topic edit 143724.
• Create request: createUpdateTikTopic with serialized form containing empty topic_id, topic_name, empty topic_sla_id, topic_tag_format=AI, topic_public=1, and topic_active=1; response returned {"success":true,"id":6}.
• Load request: loadTikTopic with id=6; response returned top-level topic fields and flags.
• Update request: createUpdateTikTopic with topic_id=6 and edited name; response returned {"success":true,"id":"6"}.
• Delete request: deleteTikTopic with id=6; response returned {"success":true}.
• Verification: final DT_Select_tickets_topics did not contain AI topic edit 143724.
• Manual updated: workflows/manage-ticket-topics.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:32 Europe/Lisbon - Ticket Departments Support File CRUD Verified

Verified end to end. I created one disposable ticket department, opened it in the view/edit page, renamed it, deleted it, and confirmed it was absent from the departments list endpoint.

• Evidence: raw/playwright/workflows/ticket-departments-crud-20260519T143230Z.json.
• Department: 6; create name: AI dept 143230; edited name: AI dept edit 143230.
• Create request: createUpdateTikDepartamento with serialized form containing empty department_id, department_name, empty email/SLA/tag/signature fields, department_status_reopen=1, and department_active=1; response returned {"success":true,"id":6}.
• View route: /tickets/apoio/departments/view/Ng==; the form loaded fields for name, email account, label, SLA, reopen status, notification alerts, automatic close controls, active flag, and signature.
• Update request: createUpdateTikDepartamento with department_id=6 and edited name; response returned {"success":true,"id":"6"}.
• Delete request: deleteTikDepartment with id=6; response returned {"success":true}.
• Verification: final DT_Select_tickets_departments did not contain AI dept edit 143230.
• Manual updated: workflows/manage-ticket-departments.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:26 Europe/Lisbon - Ticket Status Support File CRUD Verified

Verified end to end. I created one disposable ticket status, loaded it, renamed it, deleted it, and confirmed it was absent from the status list endpoint.

• Evidence: raw/playwright/workflows/ticket-status-crud-20260519T142644Z.json.
• Status: 6; create name: AI st 142644; edited name: AI st edit 142644.
• Create request: createUpdateTikStatus with serialized form containing empty status_id, status_name, status_type=normal, status_active=1, status_can_chosen=1, status_closed_can_reopen=1, and ask_time=1; response returned {"success":true,"id":6}.
• Load request: loadTikStatus with id=6; response returned top-level status fields and flags.
• Update request: createUpdateTikStatus with status_id=6 and edited name; response returned {"success":true,"id":"6"}.
• Delete request: deleteTikStatus with id=6; response returned {"success":true}.
• Verification: final DT_Select_tickets_status did not contain AI st edit 142644.
• Manual updated: workflows/manage-ticket-status.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:20 Europe/Lisbon - Ticket Priorities Support File CRUD Verified

Verified end to end. I created one disposable priority, loaded it, renamed it, deleted it, and confirmed it was absent from the priorities list endpoint.

• Evidence: raw/playwright/workflows/ticket-priorities-crud-20260519T142035Z.json.
• Priority: 5; create name: AI pr 142035; edited name: AI pr edit 142035.
• Create request: createUpdateTikPriority with serialized form containing empty priority_id, priority_name, priority_active=1, priority_style_fontweight=normal, and empty icon/color fields; response returned {"success":true,"id":5}.
• Load request: loadTikPriority with id=5; response returned active/style/icon metadata.
• Update request: createUpdateTikPriority with priority_id=5 and edited name; response returned {"success":true,"id":"5"}.
• Delete request: deleteTikPriority with id=5; response returned {"success":true}.
• Verification: final DT_Select_tickets_priorities did not contain AI pr edit 142035.
• Manual updated: workflows/manage-ticket-priorities.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:15 Europe/Lisbon - Ticket Task Types Support File CRUD Verified

Verified end to end. I created one disposable ticket task type, loaded it, renamed it, deleted it, and confirmed it was absent from the task types list endpoint.

• Evidence: raw/playwright/workflows/ticket-task-types-crud-20260519T141538Z.json.
• Task type: 10; create designation: AI tt 141538; edited designation: AI tt edit 141538.
• Create request: tickets / create_task_type with serialized form id=, designation=AI tt 141538, and active=1; response returned {"success":true,"id":10}.
• Load request: tickets / load_task_type with id=10; response returned row metadata.
• Update request: tickets / update_task_type with edited designation; response returned {"success":true,"affected_rows":1}.
• Delete request: tickets / delete_task_type with id=10; response returned {"succeeded":true,"message":null,"params":{"affected_rows":1}}.
• Verification: final DT_Select_tickets_tasks_types did not contain AI tt edit 141538.
• Manual updated: workflows/manage-ticket-task-types.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:10 Europe/Lisbon - Ticket Resend Workflow Verified

Verified with controlled creation. I created one disposable ticket, posted an outbound reply to an invalid recipient to create a failed-send post, triggered resend, captured the SMTP failure response, and trashed the ticket.

• Evidence: raw/playwright/workflows/ticket-resend-20260519T141001Z.json.
• Ticket: 191 / SUP-2605-72300; failed post: 219.
• Reply request: tickets / replyTicket with send_email=1 to the ticket's invalid test recipient. Response returned {"succeeded":true,"message":{"data":"true"}}, and the detail page showed This message failed to send email.
• Resend request: tickets / resend_post with post_id=219 and ticket_id=191.
• Response: {"success":false,"smtp_sent":0,"smtp_date":"2026-05-19 15:10:23","smtp_error":"SMTP connect() failed.","message":"SMTP connect() failed."}.
• Cleanup: trashed ticket 191 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/resend-ticket-email.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:04 Europe/Lisbon - Ticket Forwarding Validation Workflow Verified

Verified with controlled creation. I created one disposable ticket, attempted whole-ticket and post-level forwarding to an invalid test recipient, captured validation responses, and trashed the ticket.

• Evidence: raw/playwright/workflows/ticket-forward-20260519T140434Z.json.
• Ticket: 190 / SUP-2605-52235; post: 217; recipient: aiticket-forward@example.invalid.
• Whole-ticket forward request: tickets / forward_ticket with ticket_id=190, email_dst, and empty dst_name; response returned {"success":false,"message":"Invalid Email"}.
• Post forward request: tickets / forward_post with post_id=217, ticket_id=190, email_dst, and empty dst_name; response returned {"success":false,"values":{"ticket_id":190}}.
• Cleanup: trashed ticket 190 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/forward-ticket.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 15:00 Europe/Lisbon - Ticket Join Workflow Verified

Verified with controlled creation. I created two disposable tickets, joined them with the list bulk endpoint, verified the first ticket survived with both messages, checked the second ticket URL, and cleaned up.

• Evidence: raw/playwright/workflows/ticket-merge-20260519T135959Z.json.
• Primary ticket: 188 / SUP-2605-58575; secondary ticket: 189.
• Join request: tickets / MERGE_tickets with list[]=188 and list[]=189.
• Response: {"success":true,"message":""}.
• Verification: primary ticket 188 retained subject AI Demo Ticket Merge Primary 20260519T135959Z and contained both primary and secondary message bodies; secondary ticket 189 returned The specified file was not found.
• Cleanup: trashed ticket 188; cleanup call for secondary ticket 189 returned {"success":true,"id":"189","ticket":null}.
• Manual updated: workflows/join-tickets.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:54 Europe/Lisbon - Ticket Spam Workflow Verified

Verified with controlled creation. I created one disposable ticket, marked it as spam with the list bulk endpoint, checked the detail page and SPAM support-file page, then trashed the ticket.

• Evidence: raw/playwright/workflows/ticket-spam-20260519T135411Z.json and raw/playwright/workflows/ticket-spam-support-check-20260519T135411Z.json.
• Ticket: 187 / SUP-2605-82913; subject: AI Demo Ticket Spam 20260519T135411Z.
• Spam request: tickets / SPAM_tickets with list[]=187.
• Response: {"success":true}.
• Verification: ticket detail still opened and edit_is_trash was not checked immediately after spam; /tickets/apoio/spam showed No data available in table, so the fake recipient was not added as a support-file row for this source=other ticket.
• Cleanup: trashed ticket 187 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/mark-ticket-as-spam.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:49 Europe/Lisbon - Ticket Task-to-Ticket Conversion Workflow Verified

Verified end to end. I created a disposable parent ticket, added a task, converted that task into a new ticket, verified the parent task row linked to the generated ticket, and trashed both tickets.

• Evidence: raw/playwright/workflows/ticket-task-to-ticket-20260519T134926Z.json.
• Parent ticket: 185; task: 173; converted ticket: 186.
• Conversion request: tickets / task_newticket with id_task=173 and id_ticket=185.
• Response: {"success":true,"ticket_id":186}.
• Verification: parent row row_173 linked to /tickets/tickets/view/MTg2; converted ticket 186 opened with subject AI ticket conversion task 20260519T134926Z.
• Cleanup: trashed converted ticket 186 and parent ticket 185 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/convert-ticket-task-to-ticket.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:43 Europe/Lisbon - Ticket Task Completion Workflow Verified

Verified end to end. I created one disposable ticket, added a task, completed it through check_task, verified the completed state after reload, deleted the task, and trashed the ticket.

• Evidence: raw/playwright/workflows/ticket-task-completion-20260519T134310Z.json.
• Ticket: 184; task: 172; task designation: AI ticket completion task 20260519T134310Z.
• Completion request: tickets / check_task with serialized form containing ticket_id=184, task_id=172, duration=15, time_type=m, empty task_type, and completion date/time 19/05/2026 14:40.
• Response: {"success":{"success":true,"id":"172"}} plus task data with checked=1, checked_by_name=Demo, task_duration=15, and date_done=2026-05-19 14:40:00.
• Verification: detail reload showed row row_172 with class table-success, active status value 1, owner Demo, and duration 15m.
• Cleanup: deleted task 172, then trashed ticket 184 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/complete-ticket-task.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:36 Europe/Lisbon - Ticket Task Add/Delete Workflow Verified

Verified end to end. I created one disposable ticket, added a task from Operations / Add Tasks, verified the task on the detail timeline, deleted it, verified it disappeared, and trashed the ticket.

• Evidence: raw/playwright/workflows/ticket-tasks-20260519T133625Z.json.
• Ticket: 182; task: 170; task designation: AI ticket task 20260519T133625Z.
• Create request: tickets / create_timeline_resolutions with serialized form containing ticket_id=182, duration 00:15, scheduled date/time, assigned user 1, task designation, and rich-text modal_tasks_body; response returned {"success":true}.
• Verification: detail reload showed task id 170, designation, owner Demo, duration 15m, and task status controls.
• Delete request: tickets / delete_resolution_task with id=170; response returned {"success":true,"affected_rows":1}; final detail reload no longer contained the task marker.
• Cleanup: trashed ticket 182 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/manage-ticket-tasks.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:33 Europe/Lisbon - Ticket Reply with Attachment Workflow Verified

Verified end to end. I created one disposable ticket, posted a reply with outbound email disabled and one text attachment, verified both reply text and attachment filename on reload, and trashed the ticket.

• Evidence: raw/playwright/workflows/ticket-reply-attachment-20260519T133213Z.json.
• Ticket: 181; attachment id: 192; file: ai-ticket-attachment-20260519T133213Z.txt.
• Reply request: multipart tickets / replyTicket with department=2, ticketID=181, HTML reply_content, send_email=0, macro_ticket=0, and file field anexos[].
• Response: {"succeeded":true,"message":{"data":"true"}}.
• Verification: detail reload contained reply marker AI ticket reply with attachment 20260519T133213Z and filename ai-ticket-attachment-20260519T133213Z.txt; attachment link carried data-id=192.
• Cleanup: trashed ticket 181 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/reply-ticket-with-attachment.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:28 Europe/Lisbon - Ticket Detail Field Updates Workflow Verified

Verified end to end. I created one disposable ticket, updated priority, topic, status, and owner through the ticket detail endpoint, verified the updated values after reload, and trashed the ticket.

• Evidence: raw/playwright/workflows/ticket-detail-updates-20260519T132757Z.json.
• Ticket: 180 / SUP-2605-84872; subject: AI Demo Ticket Detail Updates 20260519T132757Z.
• Priority update: tickets / UPDATE_ticket with data[prio_id]=3 returned Alta.
• Topic update: data[topic_id]=2 returned Manutenção Corretiva.
• Status update: data[status_id]=4 returned Espera.
• Owner update: data[assign_id]=2 returned Davidetete Batanete Roberto.
• Reload verification: detail page preserved view_alter_priority_id=3, view_alter_topic_id=2, view_alter_status_id=4, and view_alter_assign_id=2.
• Cleanup: trashed ticket 180 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/update-ticket-detail-fields.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:23 Europe/Lisbon - Ticket Notes Add/Edit/Delete Workflow Verified

Verified end to end. I created one disposable ticket, added a ticket note, loaded it into the edit modal, edited its rich text body, deleted it, verified it disappeared, and trashed the ticket.

• Evidence: raw/playwright/workflows/ticket-notes-20260519T132254Z.json.
• Ticket: 179; note: 50; subject: AI Demo Ticket Notes 20260519T132254Z.
• Add request: tickets / noteTicket with department=2, ticketID=179, and HTML note_content; response returned {"succeeded":true,"message":{"data":50}}.
• Load request: tickets / load_tik_note with id=50 returned the note body, poster Demo, and timestamps.
• Edit request: tickets / update_tik_note with serialized form id=50 and edited HTML body returned {"success":true,"affected_rows":1}.
• Delete request: tickets / delete_tik_note with id=50 returned {"success":true,"affected_rows":1}; final detail reload no longer contained the edited note marker.
• Cleanup: trashed ticket 179 with UPDATE_ticket and data[is_trash]=1.
• Manual updated: workflows/manage-ticket-notes.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:18 Europe/Lisbon - Ticket Create and Trash Workflow Verified

Verified end to end. I created one disposable ticket with outbound email and autoresponse disabled, opened the detail page, marked it as trash, and confirmed the trash flag after reload.

• Evidence: raw/playwright/workflows/ticket-create-trash-20260519T131756Z.json.
• Ticket: 178 / SUP-2605-25302; subject: AI Demo Ticket 20260519T131756Z.
• Create request: tickets / postNewTicket with customer 910, department 2, topic 1, status 1, priority 2, owner 1, send_mail=0, and send_autoresponse=0; response returned {"success":true,"ticket_id":178}.
• Detail verification: opened /tickets/tickets/view/MTc4 and confirmed the subject, body, customer, department, status, priority, and owner.
• Cleanup: tickets / UPDATE_ticket with data[is_trash]=1 returned {"success":true,"id":"178"}; reload showed edit_is_trash checked.
• Manual updated: workflows/create-trash-ticket.html, workflows/use-tickets.html, modules/tickets.html, and api/network-catalog.html.

2026-05-19 14:07 Europe/Lisbon - CRM Task Type Create/Edit/Delete Workflow Verified

Verified end to end. I created one disposable CRM task type, edited it to inactive with a different icon and color, verified the inactive filter, deleted it, and confirmed the list no longer returned it.

• Evidence: raw/playwright/workflows/crm-task-type-create-edit-delete-20260519T130724Z.json.
• Task type: AI0724; final description: AI Demo CRM Task Type Edited 20260519T130724Z; final active flag before cleanup: 0.
• Create request: crm_tipotarefas / save with serialized form edit=0, icon=fa fa-tasks, color=blue, and active=1.
• Edit request: crm_tipotarefas / save with edit=1, icon=fa fa-phone, color=red, and active=0.
• Verification: crm_tipotarefas / dt returned the edited row in the all-status list and the inactive filter with active=0.
• Cleanup: crm_tipotarefas / delete with id=AI0724 returned {"success":true}; final list lookup returned no row.
• Manual updated: workflows/create-edit-delete-crm-task-type.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 14:02 Europe/Lisbon - CRM Pipeline Step Create/Edit/Delete Workflow Verified

Verified end to end. I created one disposable Pipeline Sale support-file step, loaded its edit modal, edited it, verified list state, deleted it, and confirmed the list no longer returned it.

• Evidence: raw/playwright/workflows/crm-pipeline-create-edit-delete-20260519T130232Z.json.
• Pipeline step: id 9; final description: AI Demo CRM Pipeline Edited 20260519T130232Z; final order before cleanup: 99.
• Create request: plain POST /crm/apoio/pipeline with Designacao and Ordem=98.
• Edit modal: editaPipe returned hidden id, editDesignacao, and Ordem fields.
• Edit request: plain POST /crm/apoio/pipeline with id=9, editDesignacao, and Ordem=99.
• Cleanup: generic delete with tabela=PosPipeline and search[Id]=9 returned bare JSON true; final list lookup returned no row.
• Manual updated: workflows/create-edit-delete-crm-pipeline.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:56 Europe/Lisbon - CRM Campaign Create/Edit/Delete Workflow Verified

Verified end to end. I created one disposable CRM campaign support-file row, edited its detail form, verified both detail and list state, deleted it, and confirmed the list no longer returned it.

• Evidence: raw/playwright/workflows/crm-campaign-create-edit-delete-20260519T125631Z.json.
• Campaign: AI125631; final description: AI Demo CRM Campaign Edited 20260519T125631Z.
• Create request: plain POST /crm/apoio/campanhas after SearchIfExistCodCampanaha returned F.
• Edit request: POST /crm/apoio/campanhas/view/QUkxMjU2MzE= with actualizarcampanaha=1, edited dates, and hidden rich-text mirrors descricao_val and objectivos_val.
• Verification: detail reload showed edited values; DT_Select with table=campanhas returned active flag T, edited objectives, and dates 20/05/2026 to 31/05/2026.
• Cleanup: deleteAttachmentCascade with tabela=campanhas returned {"succeeded":true}; final list lookup returned no row.
• Manual updated: workflows/create-edit-delete-crm-campaign.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 02:25 Europe/Lisbon - CRM Lead Imported Value Edit and Bulk Row Delete Verified

Verified end to end. I created a disposable two-row CRM lead list, edited one imported value row inline, removed the second imported row with the selected-row bulk action, verified the remaining row and list count, and deleted the lead list.

• Evidence: raw/playwright/workflows/crm-lead-values-edit-delete-20260520T012503Z.json.
• Lead list: 22; edited row 1; removed row 2.
• Edit request: leads / updateLeadColumnValue with field=nome changed the imported row name to AI Lead Row Edited 20260520T012503Z; response returned bare JSON true.
• Bulk remove request: leads / innerLeadsDelete with ids=2 and lead=22; response returned bare JSON true.
• Verification: DT_Select_Leads returned only the edited row, and DT_SelectLeads returned records=1.
• Manual updated: workflows/edit-crm-lead-values.html, workflows/edit-crm-lead.html, modules/crm.html, and api/network-catalog.html.

2026-05-20 02:20 Europe/Lisbon - Invoicing Hub Front Door Expanded

Documentation implemented. I expanded the invoicing hub with a fast-start routing table, anchored core sections, operator path sequences, and an explicit gift-certificate note. Later FT gift-card application work now covers the temporary invoice apply boundary; final issued-invoice consumption remains outside the safe test boundary.

• Updated page: workflows/invoicing-hub.html.
• Added user-intent routing for FT, FR, FS, R, NC, ND, ORC, FP, ENC, and guide documents.
• Added operator paths for quote-to-invoice, order-to-paid-invoice, invoice-then-collect, paid counter sale, corrections, and cancellation.
• Linked the verified CRM gift certificate create/delete and mark-sold workflows; the later FT gift-card guide links the verified temporary invoice application path.

2026-05-20 02:13 Europe/Lisbon - CRM Gift Certificate Mark-Sold Workflow Verified

Verified end to end. I created one disposable active CRM gift certificate, marked it sold through the bulk selected action, verified list and detail state, deleted it, and confirmed the list no longer returned it.

• Evidence: raw/playwright/workflows/crm-gift-certificate-mark-sold-20260520T011345Z.json.
• Certificate: id 124, number MS011345000001, value 1, state changed from ACT to SOLD.
• Mark-sold request: crm / valesoferta_mark_as_sold with ids[]=124; response returned {"succeeded":true}.
• Verification: DT_Select with table=vales_oferta returned estado=SOLD, purchase marker Manual -1, and amount credited 0; detail route /crm/valesoferta/edit/MTI0 showed Sold status.
• Cleanup: generic delete with tabela=vales_oferta and search[id]=124 returned bare JSON true; final list lookup returned no row.
• Manual updated: workflows/mark-gift-certificate-sold.html, workflows/create-delete-gift-certificate.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:47 Europe/Lisbon - CRM Gift Certificate Create/Delete Workflow Verified

Verified end to end. I created one disposable CRM gift certificate, opened its detail page, verified active list state, deleted it, and confirmed the list no longer returned it.

• Evidence: raw/playwright/workflows/crm-gift-certificate-create-delete-20260519T124723Z.json.
• Certificate: id 123, number AI124723000001, value 1, status ACT.
• Create request: createValesDesconto with form prefixo=AI124723, valor=1, total=1, and empty validity date; response returned {"success":true}.
• Verification: DT_Select with table=vales_oferta returned the active certificate row; detail route /crm/valesoferta/edit/MTIz showed active status.
• Cleanup: generic delete with tabela=vales_oferta and search[id]=123 returned bare JSON true; final list lookup returned no row.
• Manual updated: workflows/create-delete-gift-certificate.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:42 Europe/Lisbon - CRM Lead CSV Create/Delete Workflow Verified

Verified end to end. I created a disposable CRM lead list from a one-row CSV, opened its detail page, verified the list row and imported record count, and deleted the lead list after the probe.

• Evidence: raw/playwright/workflows/crm-lead-create-delete-20260519T124223Z.json.
• Lead list: 14; description: AI Demo CRM Lead 20260519T124223Z; imported records: 1.
• CSV format: nome;email;localidade;morada;pais;telemovel;ncontrib.
• Create request: multipart leads / postNewLead with description and file field file_import; response returned {"success":true,"result":14}.
• Verification: opened /crm/leads/view/MTQ= and confirmed the imported contact row; DT_SelectLeads returned records=1.
• Cleanup: deleted lead list 14 with leads / DELETE_lead; final list lookup returned no row.
• Manual updated: workflows/create-delete-crm-lead.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:37 Europe/Lisbon - CRM Business Opportunity Phase Workflow Verified

Verified end to end. I created a disposable CRM business opportunity, changed it from SG to non-closing phase CI, verified the detail page and opportunity grid, and deleted the opportunity after the probe.

• Evidence: raw/playwright/workflows/crm-opportunity-phase-20260519T123715Z.json.
• Opportunity: 2605-0001; initial phase: SG; updated phase: CI.
• Phase form: modal #editafase with faseactual, datafimfase, and obs.
• Save request: oportneg / update_fase with serialized form faseactual=CI, datafimfase=20/05/2026, and a commercial comment; response returned {"success":true}.
• Verification: detail page showed Pesquisa/Qualificar/Priorizar; DT_ListaOportNeg returned Fase=[CI] Pesquisa/Qualificar/Priorizar.
• Cleanup: deleted opportunity 2605-0001 with deleteAttachmentCascade; final list lookup returned no row.
• Manual updated: workflows/change-crm-opportunity-phase.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:33 Europe/Lisbon - CRM Business Opportunity Observations Workflow Verified

Verified end to end. I created a disposable CRM business opportunity, saved its separate rich-text observations editor, reloaded the opportunity detail page to verify persistence, and deleted the opportunity after the probe.

• Evidence: raw/playwright/workflows/crm-opportunity-observations-20260519T123355Z.json.
• Opportunity: 2605-0001; editor: #Obs; save button: #saveObs.
• Save request: UpdateOporNeg with id=2605-0001, campo=Obs, and an HTML value containing paragraph, bold text, and list markup.
• Verification: reloaded /crm/oportunidadesnegocios/view/MjYwNS0wMDAx and confirmed the edited HTML persisted in #Obs.
• Cleanup: deleted opportunity 2605-0001 with deleteAttachmentCascade; final list lookup returned no row.
• Manual updated: workflows/manage-crm-opportunity-observations.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:30 Europe/Lisbon - CRM Business Opportunity Edit Workflow Verified

Verified end to end. I created a disposable CRM business opportunity, edited its main detail form, verified the edited row values, and deleted the opportunity after the probe.

• Evidence: raw/playwright/workflows/crm-opportunity-edit-20260519T123004Z.json.
• Opportunity: 2605-0001; edited description: AI Demo CRM Opportunity Edited 20260519T123004Z.
• Edit form: opvalidateview on /crm/oportunidadesnegocios/view/MjYwNS0wMDAx.
• Save request: POST /crm/oportunidadesnegocios/view/MjYwNS0wMDAx with actualizarOP=2, edited Designacao, DataFechoPrev=20/06/2026, ValorEstimado=345.67, ProbabilVenda=45, and edited source note.
• Verification: DT_ListaOportNeg returned the edited row with estimated value 345.67, probability 45, and close date 2026-06-20.
• Cleanup: deleted opportunity 2605-0001 with deleteAttachmentCascade; final list lookup returned no row.
• Manual updated: workflows/edit-crm-opportunity.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:23 Europe/Lisbon - CRM Business Opportunity Create/Delete Workflow Verified

Verified end to end. I created a disposable CRM business opportunity, opened its detail route, verified it through the opportunity DataTable, deleted it, and confirmed the list no longer returned the row.

• Evidence: raw/playwright/workflows/crm-opportunity-create-delete-20260519T122337Z.json.
• Opportunity: 2605-0001; description: AI Demo CRM Opportunity 20260519T122337Z; associated customer: 910.
• Create request: gravaOporNeg with TipoTerc=C, CodTerc=910, CodFaseCV=SG, DataFechoPrev=19/06/2026, CodEmpr=1, CodVend=1, AreaNegocio=3, ValorEstimado=1234.56, ProbabilVenda=25, and CodOrigemOport=O; response returned success=true and data.CodOportNeg=2605-0001.
• Detail verification: opened /crm/oportunidadesnegocios/view/MjYwNS0wMDAx and confirmed the created description appeared.
• List verification: DT_ListaOportNeg with open-opportunity filters and a description-column search returned row 2605-0001.
• Delete request: deleteAttachmentCascade with tabela=oportneg and search[CodOportNeg]=2605-0001; response returned {"succeeded":true}; final list lookup returned no row.
• Manual updated: workflows/create-delete-crm-opportunity.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:16 Europe/Lisbon - CRM Appointment Repeat Workflow Verified

Verified end to end. I created a disposable CRM appointment, opened the Repeat Tag form, saved a daily recurrence ending at two repetitions, verified the generated appointment rows, and deleted every matching row after the probe.

• Evidence: raw/playwright/workflows/crm-appointment-repeat-20260519T121620Z.json.
• Source appointment: 434; generated/matching rows: 434, 435, and 436.
• Repeat form: form_repetir with period choices Diary, Weekly, Monthly; end modes Until the date and End at repetitions; daily, weekly, and monthly condition controls.
• Preflight request: DeleteRelcontactoRecorrenciaFutura with numrel=434; response {"succeeded":true,"message":null}.
• Save request: POST /crm/marcacoes/view/NDM0 with repetirMarca=1, SelectPeriodo=1, endRepeat=F, Ocurrencias=2, Days=T, and todosD=1.
• Verification: DT_SelectMarcacoes found rows 434, 435, and 436 for the unique subject, including future row 436 at 2026-05-21 09:00:00.
• Cleanup: deleted rows 436, 435, and 434 with delete_marcacao; final subject lookup returned no row.
• Manual updated: workflows/repeat-crm-appointment.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:10 Europe/Lisbon - CRM Appointment Attachments Workflow Verified

Verified end to end. I created a disposable CRM appointment, uploaded a text attachment, edited the attachment description, deleted the attachment, verified the attachments table no longer returned the row, and deleted the appointment after the probe.

• Evidence: raw/playwright/workflows/crm-appointment-attachment-20260519T121040Z.json.
• Appointment: 434; attachment: 192; uploaded filename: ai-appointment-attachment-20260519T121040Z.txt.
• Upload request: multipart AceUpload with location=attachments, codmarcacao=434, assunto=AI appointment attachment 20260519T121040Z, public=1, and files[]; response returned {"ok":true,"num":192}.
• Verification: DT_Select_Attachments with search[CodMarcacao]=434 returned the uploaded row.
• Edit request: loadAttach loaded row 192, then editAttachment saved the edited description and returned {"success":true}.
• Delete request: deleteAttachmentById with tabela=Attach and search[Num]=192; response was bare JSON true; final attachment lookup returned no row.
• Cleanup: deleted appointment 434 with delete_marcacao.
• Manual updated: workflows/manage-crm-appointment-attachments.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 13:04 Europe/Lisbon - CRM Appointment Interventions Workflow Verified

Verified end to end. I created a disposable CRM appointment, added an intervention row, edited its extra designation and time, verified the intervention table totals, deleted the row, and deleted the appointment after the probe.

• Evidence: raw/playwright/workflows/crm-appointment-intervention-20260519T120357Z.json.
• Appointment: 434; intervention: 28, Diagnóstico.
• Add request: add_relcontacto_tiposintervencao with relcontacto_id=434 and tiposintervencao_id=28; response {"success":true,"message":null}.
• Update requests: update_relcont_intervencao for designacao_extra and minutes=45; both returned {"success":true}.
• Verification: oficinas / list_relcontacto_tiposintervencao returned minutes=45, minutes_f=00h 45m, minutosTotal=45, and horasTotal=00h 45m.
• Delete request: del_relcontacto_tiposintervencao with tiposintervencao_id=28; response {"success":true,"affected_rows":1}; final intervention lookup returned no row.
• Cleanup: deleted appointment 434 with delete_marcacao.
• Manual updated: workflows/manage-crm-appointment-interventions.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:59 Europe/Lisbon - CRM Appointment Contact Link Workflow Verified

Verified end to end. I created a disposable CRM appointment, linked it to customer 100 Ouvidos Lda, added contact 23 under that relation, verified the contact row, removed the contact, removed the entity relation, and deleted the appointment after the probe.

• Evidence: raw/playwright/workflows/crm-appointment-contact-20260519T115909Z.json.
• Appointment: 434; entity relation: 258; contact: 23.
• Contact selector: Sel2_Select_Contactos for customer 910 returned contact 23.
• Link request: create_relcont_entity_contact with terc_type=C, rel_id=258, contacts_id=23, and all notification/send flags 0; response returned success=1, count=1, and count_success=1.
• Verification: DT_load_relcont_entities returned child contact row entity_type=T, terc_id=23, rel_id=258, notify_sms=0, and notify_email=0.
• Cleanup: removed the contact with delete_relcont_entity_cont, removed the parent relation with delete_relcont_entity, and deleted appointment 434 with delete_marcacao.
• Manual updated: workflows/link-crm-appointment-contact.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:54 Europe/Lisbon - CRM Appointment Entity Link Workflow Verified

Verified end to end. I created a disposable CRM appointment, linked it to customer 100 Ouvidos Lda, verified the relation row, unlinked it, verified the relation table was empty, and deleted the appointment after the probe.

• Evidence: raw/playwright/workflows/crm-appointment-entity-20260519T115412Z.json.
• Appointment: 434; customer: C-910; relation: 256.
• Link request: create_relcont_entity with terc_type=C, terc_id=910, empty contacts_ids, all notification/send flags 0, and numrel=434; response {"success":true,"id":256}.
• Verification: DT_load_relcont_entities returned rel_id=256, name=100 Ouvidos Lda, entity_type=C, notify_sms=0, and notify_email=0.
• Unlink request: delete_relcont_entity with rel_id=256; response {"success":true}; final relation lookup returned no row.
• Cleanup: deleted appointment 434 with delete_marcacao.
• Manual updated: workflows/link-crm-appointment-entity.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:49 Europe/Lisbon - CRM Appointment Notes Workflow Verified

Verified end to end. I created a disposable CRM appointment, added a note from the appointment notes surface, edited the note, deleted it, verified the notes table after each step, and deleted the appointment after the probe.

• Evidence: raw/playwright/workflows/crm-appointment-notes-20260519T114941Z.json.
• Appointment: 434, note: 2.
• Add request: agregarNotaMarcacao with CodMarcacao=434, subject AI appointment note 20260519T114941Z, HTML description, CodEmpr=1, and notificar_venda=0; response {"success":true}.
• Edit request: UpdateNotaMarcacao with Id=2, edited subject/body, and notificar_venda=0; response {"success":true}.
• Delete request: delete_nota_cliente with type=MAR and id_nota=2; response {"success":true}.
• Verification: DT_Select_MaracacoesNotas returned note 2 after add and edit, then no row after note delete.
• Cleanup: deleted appointment 434 with delete_marcacao.
• Manual updated: workflows/manage-crm-appointment-notes.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:43 Europe/Lisbon - CRM Appointment Complete/Reopen Workflow Verified

Verified end to end. I created a disposable CRM appointment, marked it accomplished through the detail page confirmation flow, verified the completed list state, reopened it, verified the approved/open state, and deleted the appointment after the probe.

• Evidence: raw/playwright/workflows/crm-appointment-complete-reopen-20260519T114343Z.json.
• Appointment: 434, route /crm/marcacoes/view/NDM0.
• Complete requests: GET /ajaxserver?action=UpdateRelcontacto&campo=Realizado&id=434&value=T and GET /ajaxserver?action=UpdateRelcontacto&campo=EstadoMarca_c&id=434&value=4.
• Completed verification: DT_SelectMarcacoes returned row 434 with Realizado=T, estado=4, and desigestado=Concluido.
• Reopen requests: GET /ajaxserver?action=UpdateRelcontacto&campo=EstadoMarca_c&id=434&value=2 and GET /ajaxserver?action=UpdateRelcontacto&campo=Realizado&id=434&value=F.
• Reopened verification: DT_SelectMarcacoes returned row 434 with Realizado=F, estado=2, and desigestado=Aprovado pelo Colaborador.
• Cleanup: deleted appointment 434 with delete_marcacao; final lookup returned no matching row.
• Manual updated: workflows/complete-reopen-crm-appointment.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:36 Europe/Lisbon - CRM Appointment Edit Workflow Verified

Verified end to end. I created a disposable CRM appointment, edited the appointment detail page's main data/local form through the real browser save flow, verified the edited row and detail form, and deleted the appointment after the probe.

• Evidence: raw/playwright/workflows/crm-appointment-edit-20260519T113608Z.json.
• Appointment: 434, route /crm/marcacoes/view/NDM0.
• Edit request: POST /crm/marcacoes/view/NDM0 with update=datalocal, edited subject, CodTipoEv=Appt, Prioridade=N, DataContacto=19/05/2026, HoraInicio=18:55, DataFim=19/05/2026, HoraFim=19:35, edited local, and edited observations.
• Verification: DT_SelectMarcacoes returned row 434 with assunto=AI Demo CRM Appointment Edited 20260519T113608Z, datahinicio=2026-05-19 18:55:00, datahfim=2026-05-19 19:35:00, and edited observations.
• Cleanup: deleted appointment 434 with delete_marcacao; final lookup returned no original or edited subject.
• Side-effect boundary: no notification, send, document, stock, communication, or external-send action was submitted.
• Manual updated: workflows/edit-crm-appointment.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:28 Europe/Lisbon - CRM Appointment Create/Delete Workflow Verified

Verified end to end. I created a disposable CRM appointment from the Tags/Appointments area, verified the returned detail page and appointment list row, then deleted it with the appointment delete endpoint.

• Evidence: raw/playwright/workflows/crm-appointment-create-delete-20260519T112807Z.json.
• Page source evidence: raw/playwright/workflows/crm-marcacoes-page-source-20260519T1125.txt.
• Appointment: 434, route /crm/marcacoes/view/NDM0.
• Create request: POST /ajaxserver with action=gravaEvento, Assunto=AI Demo CRM Appointment 20260519T112807Z, CodTipoEv=Appt, Prioridade=N, CodEmpr=1, DataContacto=19/05/2026, HoraInicio=18:10, DataFim=19/05/2026, HoraFim=18:40, ColabResp_c=1, and CodVend=1.
• Create response: HTTP 200, returned id=434, Realizado=F, ETarefa=F, EstadoMarca_c=2, and normalized dates.
• Verification: DT_SelectMarcacoes returned row 434 with subject, codtipoev=Appt, colab_nome=Demo, resp_nome=Demo, comercial_nome=Comercial 1, and no associated entity.
• Delete request: POST /ajaxserver with action=delete_marcacao and id=434; response was {"success":true}.
• Side-effect boundary: no notify_send_email, notify_send_sms, send, document, stock, communication, or external-send action was submitted.
• Manual updated: workflows/create-delete-crm-appointment.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:21 Europe/Lisbon - CRM Communication Remove Duplicate Contacts Workflow Verified

Verified end to end. I added the same customer email recipient twice to a disposable CRM communication, confirmed duplicate rows were created, filtered duplicates, verified one row remained, and deleted the disposable communication after the probe.

• Evidence: raw/playwright/workflows/crm-communication-remove-duplicate-contacts-20260519T112153Z.json.
• Communication: 39, created by crm-communication-create-20260519T112028Z.
• Duplicated contact: 1240, customer 628, address comercial@guisoft.net.
• Duplicate rows before filtering: 1176 and 1175.
• Filter request: POST /ajaxserver with action=communications, option=filterduplicates, and num=39.
• Filter response: HTTP 200 with {"success":true}.
• Verification: after filtering, DT_Select_LCommunications returned only row 1175; DT_Select_Communications returned totalcontactos=1, resumocontactos=comercial@guisoft.net, and total_unsent=1.
• Cleanup: deleted communication 39; final id search returned recordsFiltered=0.
• No send, send-test, schedule, communication duplicate, document, stock, or external-send action was submitted.
• Manual updated: workflows/remove-duplicate-crm-communication-contacts.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:17 Europe/Lisbon - CRM Communication Delete All Contacts Workflow Verified

Verified end to end. I added one customer email recipient to a disposable CRM communication, cleared all recipient lines with the list-level delete-all action, verified the list and counters returned to zero, and deleted the disposable communication after the probe.

• Evidence: raw/playwright/workflows/crm-communication-delete-all-contacts-20260519T111724Z.json.
• Communication: 39, created by crm-communication-create-20260519T111559Z.
• Setup contact: 1240, customer 628, address comercial@guisoft.net.
• Deleted recipient line: 1174.
• Delete-all request: POST /ajaxserver with action=communications, option=deletelines, and num=39.
• Delete-all response: HTTP 200 with {"success":true}.
• Verification: DT_Select_LCommunications returned no rows, DT_Select_Communications returned totalcontactos=0 and total_unsent=0, and getCountersCommunication returned mail_total_unsent=0.
• Cleanup: deleted communication 39; final id search returned recordsFiltered=0.
• No send, send-test, schedule, duplicate, document, stock, or external-send action was submitted.
• Manual updated: workflows/delete-all-crm-communication-contacts.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:10 Europe/Lisbon - CRM Communication Edit Contact Workflow Verified

Verified end to end. I added one customer email recipient to a disposable CRM communication, edited that recipient line, verified the saved row and counters, and deleted the disposable communication after the probe.

• Evidence: raw/playwright/workflows/crm-communication-edit-contact-20260519T111049Z.json.
• Communication: 39, route /crm/communications/view/Mzk=.
• Selected contact: 1240, initial address comercial@guisoft.net.
• Edited recipient line: 1173.
• Edit request: POST /ajaxserver with action=communications, option=UPDATE_lcommunication, id=1173, id_communication=39, type=email, values[address]=ticketsdemo@guisoft.com, and values[content]=<p>AI verified per-recipient email body 20260519T111049Z</p>.
• Verification: DT_Select_LCommunications returned address ticketsdemo@guisoft.com; DT_Select_Communications returned totalcontactos=1, resumocontactos=ticketsdemo@guisoft.com, total_unsent=1, and status=RDY.
• Cleanup: deleted communication 39 with communications / DELETE_communication; final id lookup returned recordsFiltered=0.
• Side-effect boundary: no send, send-test, schedule, duplicate, document, or stock action was executed.
• Manual updated: workflows/edit-crm-communication-contact.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:06 Europe/Lisbon - CRM Communication Delete Contact Workflow Verified

Verified end to end. Added a customer email recipient to a disposable CRM communication, deleted that recipient line, verified the list and counters returned to zero, and deleted the disposable communication.

• Workflow run: crm-communication-delete-contact-20260519T110614Z.
• Communication: 39, created by crm-communication-create-20260519T110422Z.
• Setup contact: 1240, customer 628, address comercial@guisoft.net.
• Deleted recipient line: 1172.
• Delete action: GET /ajaxserver with action=delete, tabela=lcommunication, search[id_communication]=39, and search[id]=1172.
• Delete response: HTTP 200 with body true.
• Verification: DT_Select_LCommunications returned no rows, DT_Select_Communications returned totalcontactos=0 and total_unsent=0, and getCountersCommunication returned mail_total_unsent=0.
• Cleanup: deleted communication 39; final id search returned recordsFiltered=0.
• No send, send-test, schedule, duplicate, document, stock, or external-send action was submitted.
• Raw evidence: raw/playwright/workflows/crm-communication-delete-contact-20260519T110614Z.json.
• Manual updated: workflows/delete-crm-communication-contact.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 12:00 Europe/Lisbon - CRM Communication Add Contact Workflow Verified

Verified end to end. Added one customer email contact to a disposable CRM communication draft, verified the list row and counters, and deleted the disposable communication after the probe.

• Workflow run: crm-communication-add-contact-20260519T110037Z.
• Communication: 39, created by crm-communication-create-20260519T105659Z.
• Add Contacts modal source: Entities Search with TipoOrigemEnt=D and customer type selectTipoT=C.
• Selected contact: 1240, customer 628, address comercial@guisoft.net.
• Search action: GET /ajaxserver with action=communications and option=getPesquisaEntidadesComm.
• Validation action: POST /ajaxserver with option=postAddLCommunicationsValidate, returning success=true.
• Add action: POST /ajaxserver with option=postAddLCommunications, id=39, MeioUtiliz=M, and user_send JSON; response returned ok=1 and notok=0.
• Verification: DT_Select_LCommunications returned list row 1171; DT_Select_Communications returned totalcontactos=1, resumocontactos=comercial@guisoft.net, and total_unsent=1.
• Cleanup: deleted communication 39; final id search returned recordsFiltered=0.
• No send, send-test, schedule, duplicate, document, stock, or external-send action was submitted.
• Raw evidence: raw/playwright/workflows/crm-communication-add-contact-20260519T110037Z.json.
• Manual updated: workflows/add-crm-communication-contact.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:53 Europe/Lisbon - CRM Communication Edit Workflow Verified

Verified end to end. Edited a disposable CRM communication draft, verified the saved subject through the communications DataTable endpoint, and deleted the disposable record after the probe.

• Workflow run: crm-communication-edit-20260519T105353Z.
• Edited communication: 39, created by crm-communication-create-20260519T105105Z.
• Description: AI Demo CRM Communication 20260519T105105Z.
• Save action: POST /ajaxserver multipart form data with action=communications, option=postEditComm, and id=39.
• Saved content: email channel 1, subject AI Demo edited communication subject 20260519T105353Z, and body <p>AI verified edited CRM communication body 20260519T105353Z</p>.
• Verification: DT_Select_Communications id search returned the edited subject, status=RDY, email=1, sms=0, and totalcontactos=0.
• Cleanup: deleted communication 39; the final description search returned recordsFiltered=0.
• No send, send-test, schedule, add-contact, duplicate, document, stock, or external-send action was submitted.
• Raw evidence: raw/playwright/workflows/crm-communication-edit-20260519T105353Z.json.
• Manual updated: workflows/edit-crm-communication.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:46 Europe/Lisbon - CRM Communication Duplicate Workflow Verified

Verified end to end. Duplicated a disposable CRM communication draft, verified the copied record through the communications DataTable endpoint, and cleaned up both disposable records.

• Workflow run: crm-communication-duplicate-20260519T104653Z.
• Source communication: 39, created by crm-communication-create-20260519T104312Z.
• Duplicate communication: 40.
• Duplicate description: AI Demo CRM Dup 20260519T104653Z.
• Duplicate modal: Are you sure you want to duplicate? with description, all rows, sent rows, unsent lines, Cancel, and Duplicate controls.
• Duplicate action: GET /ajaxserver with action=communications, option=DUPLICATE_communication, id=39, description=AI Demo CRM Dup 20260519T104653Z, and enviado=T.
• Final route after duplicate: /crm/communications/view/NDA=, encoded id for communication 40.
• Verification: DT_Select_Communications id search returned status=RDY, email=1, sms=0, and totalcontactos=0.
• Cleanup: deleted duplicate 40 and disposable source 39; both searches returned recordsFiltered=0.
• No send, send-test, schedule, add-contact, document, stock, or external-send action was submitted.
• Raw evidence: raw/playwright/workflows/crm-communication-duplicate-20260519T104653Z.json.
• Manual updated: workflows/duplicate-crm-communication.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:39 Europe/Lisbon - CRM Communication Delete Workflow Verified

Verified end to end. Opened a disposable CRM communication draft, confirmed deletion, and verified the draft was removed through the communications DataTable endpoint.

• Workflow run: crm-communication-delete-20260519T103942Z.
• Deleted communication: 39.
• Description: AI Demo CRM Communication 20260519T103424Z.
• Confirmation dialog: Are you sure you want to delete? with Cancel and OK.
• Delete action: GET /ajaxserver with action=communications, option=DELETE_communication, and id=39.
• Final route after delete: /crm/painelresumo/.
• Verification: DT_Select_Communications subject search returned recordsFiltered=0 and no rows.
• No send, send-test, duplicate, schedule, add-contact, document, stock, or external-send action was submitted.
• Raw evidence: raw/playwright/workflows/crm-communication-delete-20260519T103942Z.json.
• Manual updated: workflows/delete-crm-communication.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:34 Europe/Lisbon - CRM Communication Draft Creation Verified

Verified end to end. Created an email-channel CRM communication draft, opened its detail page, and verified the draft through the communications DataTable endpoint.

• Workflow run: crm-communication-create-20260519T103424Z.
• Created communication: 39.
• Description: AI Demo CRM Communication 20260519T103424Z.
• Save action: POST /ajaxserver multipart form data with action=communications and option=postNewComm.
• Saved content: email channel enabled, SMS disabled, subject AI Demo communication subject 20260519T103424Z, and body <p>AI verified CRM communication draft 20260519T103424Z</p>.
• Final route: /crm/communications/view/Mzk=.
• Verification: DT_Select_Communications returned one row with status=RDY, email=1, sms=0, and totalcontactos=0.
• No send, send-test, contact-add, duplicate, delete, schedule, SMS send, document, stock, or external-send action was submitted.
• Raw evidence: raw/playwright/workflows/crm-communication-create-20260519T103424Z.json.
• Manual updated: workflows/create-crm-communication.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:27 Europe/Lisbon - CRM Task Bulk Delete Workflow Verified

Verified end to end. Created a disposable CRM task, selected it in the Tasks list, used With selected then the delete action, confirmed the action, and verified the row was removed through the task DataTable endpoint.

• Workflow run: crm-task-bulk-delete-20260519T102751Z.
• Created and deleted task: 434.
• Subject: AI Demo CRM Bulk Delete 20260519T102751Z.
• Confirmation dialog: Are you sure you want to delete? with Cancel and OK.
• Bulk delete action: GET /ajaxserver with action=deleteTarefasMultiple and tarefas[0]=434.
• Response: {"sim":1,"nao":0,"list_nao":""}.
• Verification: dt_tarefas subject search returned recordsFiltered=0 and no rows.
• No complete, SMS, email, document, stock, or external-send action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-bulk-delete-20260519T102751Z.json.
• Manual updated: workflows/bulk-delete-crm-task.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:21 Europe/Lisbon - CRM Task Bulk Accomplished Workflow Verified

Verified end to end. Created a disposable CRM task, selected it in the Tasks list, used With selected then Accomplished, confirmed the action, and verified the completed flag through the task DataTable endpoint.

• Workflow run: crm-task-bulk-complete-20260519T102105Z.
• Created task: 433.
• Subject: AI Demo CRM Bulk Complete 20260519T102105Z.
• Confirmation dialog: Are you sure? with Cancel and OK.
• Bulk action: POST /ajaxserver with action=updateRelcontactoMultiple, ids=433, valor=T, and campo=Realizado.
• Response: {"sim":1,"nao":0,"list_nao":""}.
• Verification: dt_tarefas returned one matching row with Realizado=T and perc_execution=0; the bulk Accomplished action did not update percent execution in this run.
• No delete, SMS, email, document, stock, or external-send action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-bulk-complete-20260519T102105Z.json.
• Manual updated: workflows/bulk-complete-crm-task.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:14 Europe/Lisbon - CRM Task Contact Link Workflow Verified

Verified end to end. Opened an existing CRM task detail page, linked the task to an existing contact, saved it, and verified the relation through detail reload and the save payload.

• Workflow run: crm-task-contact-20260519T101421Z.
• Updated task: 431.
• Existing entity relation preserved: customer 910, 100 Ouvidos Lda.
• Linked contact: 27, AI Demo Contact 20260519T030819Z.
• Selector calls: Sel2_Select_v2 for active contacts and getContacto with id=27.
• Save action: POST /crm/tarefas/view/NDMx posted tipoterc=C, codterc=910, and codcontacto=27 with the existing task metadata.
• Verification: detail reload showed codcontacto=27, contacto_Nome=AI Demo Contact 20260519T030819Z, and the expected contact e-mail.
• No delete, SMS, email, document, stock, external-send, or bulk action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-contact-20260519T101421Z.json.
• Manual updated: workflows/link-crm-task-contact.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:09 Europe/Lisbon - CRM Task Entity Link Workflow Verified

Verified end to end. Opened an existing CRM task detail page, linked the task to a customer entity, saved it, and verified the relation through detail reload and the task DataTable endpoint.

• Workflow run: crm-task-entity-20260519T100919Z.
• Updated task: 431.
• Linked entity: customer 910, 100 Ouvidos Lda.
• Selector calls: Sel2_Select with table=clientes, id=codterc, and term=910; getEntidade with tipo=C and id=910.
• Save action: POST /crm/tarefas/view/NDMx posted tipoterc=C, codterc=910, and empty codcontacto with the existing task metadata.
• Verification: detail reload showed terc_Tipo=C, terc_ID=910, and terc_Nome=100 Ouvidos Lda; dt_tarefas returned TipoTerc=C and CodTerc=910.
• No contact, delete, SMS, email, document, stock, external-send, or bulk action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-entity-20260519T100919Z.json.
• Manual updated: workflows/link-crm-task-entity.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 11:04 Europe/Lisbon - CRM Task Notes Workflow Verified

Verified end to end. Opened an existing CRM task detail page, edited both additional description fields, saved the task, and verified the notes through detail reload and the task DataTable endpoint.

• Workflow run: crm-task-notes-20260519T100440Z.
• Updated task: 431.
• Subject: AI Demo CRM Task 20260519T094141Z Reopened.
• Save action: POST /crm/tarefas/view/NDMx posted relatorio=<div>AI verified task note 20260519T100440Z</div> and relatorio2=<div>AI verified follow-up note 20260519T100440Z</div> with the existing task metadata.
• Verification: detail reload showed both note editors populated; dt_tarefas returned one matching row with the primary Relatorio HTML.
• No delete, SMS, email, document, stock, external-send, or bulk action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-notes-20260519T100440Z.json.
• Manual updated: workflows/edit-crm-task-notes.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 10:58 Europe/Lisbon - CRM Task Delete Workflow Verified

Verified end to end. Created a disposable CRM task, opened its detail page, confirmed deletion, and verified the deleted subject no longer appeared in the task DataTable endpoint.

• Workflow run: crm-task-delete-20260519T095857Z.
• Created and deleted task: 432.
• Subject: AI Demo CRM Task Delete 20260519T095857Z.
• Confirmation dialog: Are you sure you want to delete? with Cancel and OK.
• Delete action: POST /ajaxserver with action=deleteTarefasMultiple and tarefas[0]=432; HTTP status 200, empty captured response body, and redirect to /crm/tarefas/.
• Verification: dt_tarefas subject search returned recordsFiltered=0 and no matching rows.
• No SMS, email, document, stock, external-send, or bulk action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-delete-20260519T095857Z.json.
• Manual updated: workflows/delete-crm-task.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 10:54 Europe/Lisbon - CRM Task Reopen/Edit Workflow Verified

Verified end to end. Opened an existing CRM task detail page, edited its subject, cleared the completed state, saved the task, and confirmed the reopened state through the task DataTable endpoint.

• Workflow run: crm-task-reopen-20260519T095439Z.
• Updated task: 431.
• Final subject: AI Demo CRM Task 20260519T094141Z Reopened.
• Save action: POST /crm/tarefas/view/NDMx posted actualizartarefas=1, assunto, perc_execution=0, codtipoev=ToDo, prioridade=N, codempr=1, data=19/05/2026, hour=16, minute=45, hora=16:45, empty note fields, and empty entity/contact fields.
• Verification: dt_tarefas returned one matching row with numrel=431, Realizado=F, perc_execution=0, and Prioridade=N.
• No delete, SMS, email, document, stock, external-send, or bulk action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-reopen-20260519T095439Z.json.
• Manual updated: workflows/reopen-crm-task.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 10:49 Europe/Lisbon - CRM Task Completion Workflow Verified

Verified end to end. Opened an existing CRM task detail page, set execution to 100%, saved the task, and confirmed the completed state through the task DataTable endpoint.

• Workflow run: crm-task-complete-20260519T094911Z.
• Updated task: 431.
• Final subject: AI Demo CRM Task 20260519T094141Z Completed.
• Save action: POST /crm/tarefas/view/NDMx posted actualizartarefas=1, assunto, perc_execution=100, codtipoev=ToDo, prioridade=N, codempr=1, data=19/05/2026, hour=16, minute=45, hora=16:45, empty note fields, and empty entity/contact fields.
• Verification: dt_tarefas returned one matching row with numrel=431, Realizado=T, perc_execution=100, and Prioridade=N.
• No delete, SMS, email, document, stock, external-send, or bulk action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-complete-20260519T094911Z.json.
• Manual updated: workflows/complete-crm-task.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 10:41 Europe/Lisbon - CRM Task Creation Workflow Verified

Verified end to end. Created a demo CRM task from the Tasks list and confirmed it through the task DataTable endpoint.

• Workflow run: crm-task-20260519T094141Z.
• Created task: 431.
• Subject: AI Demo CRM Task 20260519T094141Z.
• Save action: createNovaTarefa posted Assunto, data=19/05/2026, hour=16, minute=45, hora=16:45, Prioridade=N, CodTipoEv=ToDo, codempr=1, and empty tipoterc.
• Verification: dt_tarefas returned one matching row with numrel=431, Realizado=F, perc_execution=0, and Prioridade=N.
• No email, SMS, delete, end/complete, or bulk action was submitted.
• Raw evidence: raw/playwright/workflows/crm-task-20260519T094141Z.json.
• Manual updated: workflows/create-crm-task.html, modules/crm.html, and api/network-catalog.html.

2026-05-19 10:29 Europe/Lisbon - CRM Core Pages Read-Only Probe Verified

Verified read-only. Opened and inspected the main CRM pages, common tabs, list counters, widgets, screenshots, and AJAX calls without submitting CRM changes.

• Workflow run: crm-readonly-probe-20260519T092953Z.
• Routes inspected: /crm/painelresumo, /crm/agenda, /crm/communications, /crm/marcacoes, /crm/tarefas, /crm/oportunidadesnegocios, /crm/leads, /crm/ocupacao, /crm/valesoferta, /crm/apoio/campanhas, /crm/apoio/pipeline, and /crm/apoio/tipotarefa.
• Counts verified: communications 37, tags 161, tasks 38 open from 77 total, opportunities 40 open from 52 total, leads 9, gift certificates 121, campaigns 8 active from 9 total, pipeline steps 8, and task types 10.
• Captured 75 CRM AJAX/API calls and 20 screenshots.
• No Save, Delete, Send, End, Convert, Duplicate, or import action was submitted.
• Raw evidence: raw/playwright/workflows/crm-readonly-probe-20260519T092953Z.json.
• Manual updated: modules/crm.html, workflows/use-crm.html, and api/network-catalog.html.

2026-05-19 10:19 Europe/Lisbon - Settings and Configuration Read-Only Probe Verified

Verified read-only. Opened and inspected core configuration pages, tabs, lists, selectors, screenshots, and AJAX calls without saving or changing configuration.

• Workflow run: settings-readonly-probe-20260519T091902Z.
• Routes: /configuracoes/dadosempresa, /configuracoes/parametros, /configuracoes/impressao, /configuracoes/templates, /configuracoes/webhooks, /configuracoes/extrafields, and /configuracoes/valida.
• Enterprise Data covered company identity, contacts, fiscal data, GPS coordinates, attachments, and nearby-client map controls.
• Parameters covered broad global tabs for sales, purchases, stocks, CRM, authentication, email, APIs, GDPR, and module-specific options.
• Documents / Printing, E-Mail Templates, WebHooks, Extra Fields, and Validations were inspected through their visible lists and tabs.
• Save, New, Edit, Delete, Import, webhook delivery, and template modification actions were intentionally not clicked.
• Raw evidence: raw/playwright/workflows/settings-readonly-probe-20260519T091902Z.json.
• Manual updated: modules/settings.html, workflows/use-settings.html, and api/network-catalog.html.

2026-05-19 10:15 Europe/Lisbon - GDPR Anonymity Request Registration Verified

Verified request registration. Created a GDPR Anonymity request row in the demo from the GDPR list and confirmed it through the GDPR request list endpoint. This registered the request; it did not execute a separate anonymization/removal action.

• Workflow run: create-gdpr-anonymity-request-20260519T091554Z.
• Created request: 11.
• Entity: customer [1003] AI Demo Customer 20260519T025604Z.
• Ordered by: AI Demo GDPR Anonymity Requester 20260519T091554Z.
• Request type: 3 / Anonymity.
• Save action: create_gdpr_req returned {"success":true}.
• Verification: DT_list_gdpr_req returned request 11, req_type=3, status=0, and status_estado=I.
• Raw evidence: raw/playwright/workflows/create-gdpr-anonymity-request-20260519T091554Z.json.
• Manual updated: workflows/create-gdpr-request.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 10:13 Europe/Lisbon - GDPR Portability Request Workflow Verified

Verified. Created a GDPR Portability request in the demo from the GDPR list and confirmed the record through the GDPR request list endpoint.

• Workflow run: create-gdpr-portability-request-20260519T091329Z.
• Created request: 10.
• Entity: customer [1003] AI Demo Customer 20260519T025604Z.
• Ordered by: AI Demo GDPR Portability Requester 20260519T091329Z.
• Request type: 2 / Portability.
• Save action: create_gdpr_req returned {"success":true}.
• Verification: DT_list_gdpr_req returned request 10, req_type=2, status=0, and status_estado=I.
• Raw evidence: raw/playwright/workflows/create-gdpr-portability-request-20260519T091329Z.json.
• Manual updated: workflows/create-gdpr-request.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 10:08 Europe/Lisbon - Tickets List, Dashboard, and New Form Probed

Verified read-only. Opened the ticket list, ticket dashboard, and new-ticket form; captured filters, required fields, screenshots, and AJAX calls without saving a ticket.

• Workflow run: tickets-readonly-probe-20260519T090828Z.
• Routes: /tickets/tickets, /tickets/dashboard, and /tickets/tickets/new.
• Ticket list folders: Inbox 137, My tickets 15, Unassigned 112, and Trash.
• Dashboard columns: Unassigned 112, In progress 15, Completed 0.
• New-ticket required fields observed: Entity, Recipients, Subject, Department, Topic, Status, Priority, and Owner.
• Save was intentionally not clicked because the form has email-related controls.
• Raw evidence: raw/playwright/workflows/tickets-readonly-probe-20260519T090828Z.json.
• Manual updated: modules/tickets.html, workflows/use-tickets.html, and api/network-catalog.html.

2026-05-19 10:05 Europe/Lisbon - Complete Sidebar Menu Taxonomy Extracted

Verified from authenticated DOM extraction. Extracted the full Back Office left sidebar hierarchy from the demo dashboard.

• Workflow run: menu-taxonomy-20260519T090523Z.
• Top-level modules: 34.
• Total menu items: 696.
• Route items: 587; group items: 109; max depth: 3.
• Raw evidence: raw/playwright/menu-taxonomy-20260519T090523Z.json and raw/playwright/menu-taxonomy.tsv.
• Generated page: menu-taxonomy.html.
• Automation script: tools/extract-menu-taxonomy.cjs.

2026-05-19 10:02 Europe/Lisbon - Article Duplicate ID Validation Verified

Negative validation verified. Opened the Create New Article modal and entered an already existing Article ID without creating a new record.

• Workflow run: article-duplicate-validation-20260519T090211Z.
• Existing article tested: AI-DEMO-20260519-021105.
• Validation action: SearchIfExistCodArtigo.
• Validation response: T:AI Demo Article 20260519T021105Z.
• UI result: the visible Article ID input was cleared after the duplicate lookup.
• Follow-up verification: direct DT_Select_ArtigosIVA article-column search returned recordsFiltered: 1, proving no duplicate was added.
• Raw evidence: raw/playwright/workflows/article-duplicate-validation-20260519T090211Z.json.
• Manual updated: workflows/create-article.html, modules/stocks.html, and api/network-catalog.html.

2026-05-19 09:58 Europe/Lisbon - Stock Outgoing Recount Workflow Verified

Verified end to end. Created and saved an outgoing stock recount movement in the demo, then confirmed the target warehouse quantity decreased.

• Workflow run: stock-exit-movement-20260519T085823Z.
• Movement number: 244.
• Article: AI-DEMO-20260519-021105.
• Movement type: [SR] Saida p/ Recontagem.
• Warehouse: [2] Armazem de Monos.
• Save action: saveMovimArtigos used CodSTipoMov=SR, LojaEntrou=2, LojaSaiu=2, and tipobase=S; response included OKDOC.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 2 from 1 to 0.
• Raw evidence: raw/playwright/workflows/stock-exit-movement-20260519T085823Z.json.
• Manual updated: workflows/update-stock.html, modules/stocks.html, and api/network-catalog.html.

2026-05-19 09:53 Europe/Lisbon - Stock Warehouse Transfer Workflow Verified

Verified end to end. Created and saved a warehouse-transfer stock movement in the demo, then confirmed both source and destination warehouse quantities changed.

• Workflow run: stock-transfer-movement-20260519T085338Z.
• Movement number: 243.
• Article: AI-DEMO-20260519-021105.
• Movement type: [10] Tranferencia entre armazens.
• Source warehouse: [1] Armazem de Entradas; destination warehouse: [2] Armazem de Monos.
• Save action: saveMovimArtigos used CodSTipoMov=10, LojaSaiu=1, LojaEntrou=2, and tipobase=T; response included OKDOC.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 from 7 to 6 and warehouse 2 from 0 to 1.
• Raw evidence: raw/playwright/workflows/stock-transfer-movement-20260519T085338Z.json.
• Manual updated: workflows/update-stock.html, modules/stocks.html, and api/network-catalog.html.

2026-05-19 09:46 Europe/Lisbon - Purchase Integrations Hub4Data and Saphety Safely Probed

Safe probe verified. Opened Hub4Data and Saphety purchase integration screens, captured list/filter calls, and avoided external import/transmit actions.

• Workflow run: purchase-integrations-safe-probe-20260519T084624Z.
• Hub4Data route: /compras/hub4data, title OG - Hub4Data.
• Hub4Data controls: search modal fields entity, documentnumber, datedue, tipoop, nserie, and codloja; defaults included tipoop=AFT, series 9999, and warehouse 1.
• Hub4Data call: hub4data&option=documents with from_date=19/04/2026, to_date=19/05/2026, and integrated=0 returned HTTP 500 and message Ocorreu um erro interno no servidor..
• Saphety route: /compras/integrationsaphety, title OG - Integration Saphety.
• Saphety call: saphetyinbound&option=dt with dataini=01/04/2026, datafim=19/05/2026, and listar=1 returned HTTP 200 and an empty DataTables payload.
• Import actions not clicked: btn_integrate_document, importar, and reject/save actions were captured but intentionally not executed.
• Raw evidence: raw/playwright/workflows/purchase-integrations-safe-probe-20260519T084624Z.json.
• Manual updated: workflows/use-purchase-integrations.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 09:41 Europe/Lisbon - Supplier Self-Billing AFT Workflow Verified

Verified end to end. Created a supplier AFT self-billing invoice and confirmed the saved document through the AFT list plus stock/order-quantity recalculation.

• Workflow run: supplier-self-billing-aft-20260519T084109Z.
• Created document: 999900001 / AFT 9999/1.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-AFT-20260519T084109Z; internal reference AI-AFT-REF-20260519T084109Z.
• Accounting fields: data_lanc_contabilidade=19/05/2026, CodTipoLanc=AccFactFMerc.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument created document 999900001 and redirected to /compras/aft/view/OTk5OTAwMDAx.
• Verification: DT_List_DocumentosF search for 999900001 returned status ABR / Open, ValorPago=0, validation N/D, and total 1.51.
• Stock/order result: dt_list_recalc_stock_articles_lojas changed warehouse 1 physical stock from 6 to 7; customer-order quantity stayed 4; supplier-order quantity stayed 2.
• Raw evidence: raw/playwright/workflows/supplier-self-billing-aft-20260519T084109Z.json.
• Manual updated: workflows/create-supplier-self-billing-aft.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 09:35 Europe/Lisbon - Supplier Consignment Guide GCF Workflow Verified

Verified end to end. Created a supplier GCF consignment guide and confirmed the saved document through the GCF list plus stock/order-quantity recalculation.

• Workflow run: supplier-consignment-guide-gcf-20260519T083536Z.
• Created document: 999900001 / GCF 9999/1.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-GCF-20260519T083536Z; internal reference AI-GCF-REF-20260519T083536Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument created document 999900001 and redirected to /compras/gcf/view/OTk5OTAwMDAx.
• Verification: DT_List_DocumentosF search for 999900001 returned status ABR / Open, ValorPago=0, validation N/D, and total 1.51.
• Stock/order result: dt_list_recalc_stock_articles_lojas changed warehouse 1 physical stock from 5 to 6; customer-order quantity stayed 4; supplier-order quantity stayed 2.
• Raw evidence: raw/playwright/workflows/supplier-consignment-guide-gcf-20260519T083536Z.json.
• Manual updated: workflows/create-supplier-consignment-guide-gcf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 09:28 Europe/Lisbon - Supplier Waybill GRF Workflow Verified

Verified end to end. Created a supplier GRF waybill and confirmed the saved document through the GRF list plus stock/order-quantity recalculation.

• Workflow run: supplier-waybill-grf-20260519T082819Z.
• Created document: 999900035 / GRF 9999/35.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-GRF-20260519T082819Z; internal reference AI-GRF-REF-20260519T082819Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument created document 999900035 and redirected to /compras/grf/view/OTk5OTAwMDM1.
• Verification: DT_List_DocumentosF search for 999900035 returned status ABR / Open, ValorPago=0, validation N/D, and total 1.51.
• Stock/order result: dt_list_recalc_stock_articles_lojas changed warehouse 1 physical stock from 4 to 5; customer-order quantity stayed 4; supplier-order quantity stayed 2.
• Raw evidence: raw/playwright/workflows/supplier-waybill-grf-20260519T082819Z.json.
• Manual updated: workflows/create-supplier-waybill-grf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 09:22 Europe/Lisbon - Supplier Transportation Note GTF Workflow Verified

Verified end to end. Created a supplier GTF transportation note and confirmed the saved document through the GTF list plus stock/order-quantity recalculation.

• Workflow run: supplier-transport-note-gtf-20260519T082158Z.
• Created document: 999900005 / GTF 9999/5.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-GTF-20260519T082158Z; internal reference AI-GTF-REF-20260519T082158Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument created document 999900005 and redirected to /compras/gtf/view/OTk5OTAwMDA1.
• Verification: DT_List_DocumentosF search for 999900005 returned status ABR / Open, ValorPago=0, validation N/D, and total 1.51.
• Stock/order result: dt_list_recalc_stock_articles_lojas changed warehouse 1 physical stock from 3 to 4; customer-order quantity stayed 4; supplier-order quantity stayed 2.
• Raw evidence: raw/playwright/workflows/supplier-transport-note-gtf-20260519T082158Z.json.
• Manual updated: workflows/create-supplier-transport-note-gtf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 09:15 Europe/Lisbon - Supplier Receipt Chargeback REF Workflow Verified

Verified end to end. Created a supplier REF receipt chargeback and confirmed that it settled the source supplier credit note.

• Workflow run: supplier-receipt-chargeback-ref-20260519T081501Z.
• Created chargeback: 999900005 / REF 9999/5.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Source credit note: 999900025 / NCF 9999/25, supplier reference AI-NCF-20260519T075930Z.
• Payment: NUM, outbox [0] Caixa 0, total 1.51.
• Selection action: changeEstadoRecibo returned {"success":true} and moved the NCF row to selected state T.
• Save action: saveDocumentRecibo returned 999900005&=&OKDOC&=&.
• REF verification: DT_List_DocumentosF search for 999900005 returned REF 9999/5, status F / Closed, validation N/D, and total 1.51.
• Source verification: DT_List_DocumentosF search for 999900025 showed LIQ / Finished with ValorPago=1.51.
• Raw evidence: raw/playwright/workflows/supplier-receipt-chargeback-ref-20260519T081501Z.json.
• Manual updated: workflows/create-supplier-receipt-chargeback-ref.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 09:04 Europe/Lisbon - Supplier Return Note NVF Workflow Verified

Verified end to end. Created a supplier NVF return note and confirmed the saved document through the NVF list plus stock/order-quantity recalculation.

• Workflow run: supplier-return-note-nvf-20260519T080457Z.
• Created document: 999900001 / NVF 9999/1.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-NVF-20260519T080457Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument returned 999900001%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900001 returned status ABR / Open, ValorPago=0, blank validation fields, and total 1.51.
• Stock/order result: dt_list_recalc_stock_articles_lojas changed warehouse 1 physical stock from 4 to 3; customer-order quantity stayed 4; supplier-order quantity stayed 2.
• Raw evidence: raw/playwright/workflows/supplier-return-note-nvf-20260519T080457Z.json.
• Manual updated: workflows/create-supplier-return-note-nvf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:59 Europe/Lisbon - Supplier Credit Note NCF Workflow Verified

Verified end to end. Created a supplier NCF credit note and confirmed the saved document through the NCF list plus stock/order-quantity recalculation.

• Workflow run: supplier-credit-note-ncf-20260519T075930Z.
• Created document: 999900025 / NCF 9999/25.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-NCF-20260519T075930Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument returned 999900025%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900025 returned status ABR / Open, ValorPago=0, validation N/D, and total 1.51.
• Stock/order result: dt_list_recalc_stock_articles_lojas changed warehouse 1 physical stock from 5 to 4; customer-order quantity stayed 4; supplier-order quantity stayed 2.
• Raw evidence: raw/playwright/workflows/supplier-credit-note-ncf-20260519T075930Z.json.
• Manual updated: workflows/create-supplier-credit-note-ncf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:54 Europe/Lisbon - Supplier Debit Note NDF Workflow Verified

Verified end to end. Created a supplier NDF debit note and confirmed the saved document through the NDF list plus stock/order-quantity recalculation.

• Workflow run: supplier-debit-note-ndf-20260519T075402Z.
• Created document: 999900005 / 9999/5. The route and backend table identify it as tipoop=NDF.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-NDF-20260519T075402Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument returned 999900005%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900005 returned status ABR / Open, ValorPago=0, validation N/D, and total 1.51.
• Stock/order result: dt_list_recalc_stock_articles_lojas showed warehouse 1 physical stock stayed 5, customer-order quantity stayed 4, and supplier-order quantity stayed 2.
• Raw evidence: raw/playwright/workflows/supplier-debit-note-ndf-20260519T075402Z.json.
• Manual updated: workflows/create-supplier-debit-note-ndf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:47 Europe/Lisbon - Supplier Request for Quotation PEC Workflow Verified

Verified end to end. Created a supplier PEC request for quotation and confirmed the saved document through the PEC list plus stock/order-quantity recalculation.

• Workflow run: supplier-request-quotation-pec-20260519T074730Z.
• Created document: 999900017 / PEC 9999/17.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-PEC-20260519T074730Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument returned 999900017%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900017 returned status ABR / Open, ValorPago=0, validation N/D, and total 1.51.
• Stock/order result: dt_list_recalc_stock_articles_lojas showed warehouse 1 physical stock stayed 5, supplier-order quantity changed from 1 to 2, and customer-order quantity stayed 4.
• Raw evidence: raw/playwright/workflows/supplier-request-quotation-pec-20260519T074730Z.json.
• Manual updated: workflows/create-supplier-request-quotation-pec.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:36 Europe/Lisbon - Supplier Cash Sale VDF Workflow Verified

Verified end to end. Created a supplier VDF cash-sale document, paid it during creation, and confirmed the saved document through the VDF list plus stock recalculation.

• Workflow run: supplier-cash-sale-vdf-20260519T073648Z.
• Created document: 999900001 / VDF 9999/1.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-VDF-20260519T073648Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Payment: NUM, total 1.51, troco=0.
• Save action: saveDocument returned 999900001%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900001 returned status LIQ / Finished, ValorPago=1.51, validation N/D, and total 1.51.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 stock for AI-DEMO-20260519-021105 from 4 to 5; customer-order quantity stayed 4; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/supplier-cash-sale-vdf-20260519T073648Z.json.
• Manual updated: workflows/create-supplier-cash-sale-vdf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:31 Europe/Lisbon - Supplier Simplified Invoice FSF Workflow Verified

Verified end to end. Created a supplier FSF document, paid it during creation, and confirmed the saved document through the FSF list plus stock recalculation.

• Workflow run: supplier-simplified-invoice-fsf-20260519T073106Z.
• Created document: 999900002 / FSF 9999/2.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-FSF-20260519T073106Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Payment: NUM, total 1.51, troco=0.
• Save action: saveDocument returned 999900002%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900002 returned status LIQ / Finished, ValorPago=1.51, validation N/D, and total 1.51.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 stock for AI-DEMO-20260519-021105 from 3 to 4; customer-order quantity stayed 4; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/supplier-simplified-invoice-fsf-20260519T073106Z.json.
• Manual updated: workflows/create-supplier-simplified-invoice-fsf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:25 Europe/Lisbon - Supplier Invoice / Receipt FRF Workflow Verified

Verified end to end. Created a supplier invoice/receipt, paid it during creation, and confirmed the saved document through the FRF list plus stock recalculation.

• Workflow run: supplier-invoice-receipt-frf-20260519T072511Z.
• Created document: 999900023 / FRF 9999/23.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-FRF-20260519T072511Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Payment: NUM, total 1.51, troco=0.
• Save action: saveDocument returned 999900023%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900023 returned status LIQ / Finished, ValorPago=1.51, validation N/D, and total 1.51.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 stock for AI-DEMO-20260519-021105 from 2 to 3; customer-order quantity stayed 4; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/supplier-invoice-receipt-frf-20260519T072511Z.json.
• Manual updated: workflows/create-supplier-invoice-receipt-frf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:15 Europe/Lisbon - Supplier Payment RF Workflow Verified

Verified end to end. Created a supplier payment note and confirmed that it settled the source supplier invoice.

• Workflow run: supplier-payment-rf-20260519T071455Z.
• Created payment note: 999900074 / RF 9999/74.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Source invoice: 999900342 / FAF 9999/342, supplier reference AI-FAF-20260519T070810Z.
• Payment: NUM, outbox [0] Caixa 0, total 1.51.
• Selection action: changeEstadoRecibo returned {"success":true} and moved the FAF row to selected state T.
• Save action: saveDocumentRecibo returned 999900074&=&OKDOC&=&.
• RF verification: DT_List_DocumentosF search for 999900074 returned RF 9999/74, status F / Closed, and total 1.51.
• Source verification: DT_List_DocumentosF search for 999900342 changed from ABR / Open, ValorPago=0 to LIQ / Finished, ValorPago=1.51.
• Raw evidence: raw/playwright/workflows/supplier-payment-rf-20260519T071455Z.json.
• Manual updated: workflows/create-supplier-payment-rf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:08 Europe/Lisbon - Supplier Invoice FAF Workflow Verified

Verified end to end. Created a supplier invoice and confirmed the saved document through the FAF list plus stock recalculation.

• Workflow run: supplier-invoice-faf-20260519T070810Z.
• Created invoice: 999900342 / FAF 9999/342.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-FAF-20260519T070810Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%, total 1.51.
• Save action: saveDocument returned 999900342%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900342 returned status ABR / Open, ValorPago=0, validation N/D, and total 1.51.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 stock for AI-DEMO-20260519-021105 from 1 to 2; customer-order quantity stayed 4; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/supplier-invoice-faf-20260519T070810Z.json.
• Manual updated: workflows/create-supplier-invoice-faf.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 08:02 Europe/Lisbon - Purchase Lot Printing Probed

Filter behavior verified. Probed Purchases / Lot Printing without executing the final print action.

• Route: /compras/impreslote, page title OG - Lot Printing.
• Filter call: GET /ajaxserver?action=listaImpresLote with tipoDoc=AFT, table=documaft, tipoterc=F, compras=T, date_filter_type=date, and default time range 00:00 to 23:59.
• Result: response {"data":[]}, table showed No data available in table, and the button remained Print(0).
• Final Print was not clicked to avoid creating output or changing print metadata.
• Manual updated: workflows/use-purchase-lot-printing.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 07:55 Europe/Lisbon - Sales Utility Pages Probed

Filter behavior verified. Probed Lot Printing and Batch Billing without executing their final side-effect actions.

• Lot Printing route: /vendas/impreslote, page title OG - Lot Printing.
• Lot Printing filter call: GET /ajaxserver?action=listaImpresLote with default tipoDoc=CI, table=DocumCI, date_filter_type=date, and compras=F.
• Lot Printing result: 9 CI rows returned and the button changed from Print(0) to Print(9); example row CI 9999/9 for [910] 100 Ouvidos Lda had print count 0 and total 1,97.
• Lot Printing final action not clicked: page script indicates final imprimir posts selected documents, grouping, print mode, and em_lote=T.
• Batch Billing route: /vendas/faturacaolote, page title OG - Batch Billing.
• Batch Billing default filter returned No data available in table; the action button remained Invoice & Send email(0).
• Batch Billing final action not clicked: page script indicates final faturar_lote posts selected docs, document type, grouping, and target series after an Are you sure? confirmation.
• Manual updated: workflows/use-lot-printing.html, workflows/use-batch-billing.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 07:42 Europe/Lisbon - Zoom Level PRE Workflow Verified

Verified end to end. Created a PRE document from a source FS document, paid it through the payment modal, and confirmed the saved document through the PRE list plus stock recalculation.

• Workflow run: zoom-level-pre-20260519T064145Z.
• Created PRE document: 999900079 / PRE 9999/79.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Reason: 1, Erro de faturacao.
• Source association: selected 999900008 / FS 9999/8 and line FS_999900008_1.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save flow: End opened the payment modal; selected [NUM] Numerario for 1.97, saved payment, then confirmed Are you sure?.
• Save action: saveDocument returned 999900079%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table DocumPRE, typesaft=NC, tipoop=PRE, oficinas=F, recibo=F, and actualizacc=T returned status LIQ / Finished, ValorPago=1.97, pending 0.00, and total 1.97.
• Stock/order result: warehouse 1 physical stock changed from 1 to 2; customer-order quantity stayed 4; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/zoom-level-pre-20260519T064145Z.json.
• Manual updated: workflows/create-zoom-level-pre.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 07:28 Europe/Lisbon - Damages RMA Workflow Verified

Verified end to end. Created an RMA damages document and confirmed the saved document through the RMA list plus stock/order recalculation.

• Workflow run: damages-rma-20260519T062812Z.
• Created damages document: 999900009 / RMA 9999/9.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source association menu: RMA exposed [ORC] Quotation, but the verified run created a direct article-line RMA.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97, estimated date 19/05/2026.
• Save flow: confirmed Are you sure?.
• Save action: saveDocument returned 999900009%&=&OKDOC&=&.
• Verification: DT_List_Documentos with table DocumRMA, typesaft=WNE, tipoop=RMA, oficinas=F, recibo=F, and actualizacc=F returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock/order result: warehouse 1 physical stock stayed 1; customer-order quantity changed from 3 to 4; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/damages-rma-20260519T062812Z.json.
• Manual updated: workflows/create-damages-rma.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 07:23 Europe/Lisbon - Reparacao Molde OR Workflow Verified

Verified end to end. Created an OR mold repair document and confirmed the saved document through the OR list plus stock/order recalculation.

• Workflow run: mold-repair-or-20260519T062304Z.
• Created mold repair document: 999900003 / OR 9999/3.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source association menu: OR exposed [ENC] Internal Doc, but the verified run created a direct article-line OR.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97, estimated date 19/05/2026.
• Save flow: confirmed Are you sure?.
• Save action: saveDocument returned 999900003%&=&OKDOC&=&.
• Verification: DT_List_Documentos with table DocumOR, typesaft=WNE, tipoop=OR, oficinas=F, recibo=F, and actualizacc=F returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock/order result: warehouse 1 physical stock stayed 1; customer-order quantity changed from 2 to 3; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/mold-repair-or-20260519T062304Z.json.
• Manual updated: workflows/create-mold-repair-or.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 07:18 Europe/Lisbon - Recuperacao FTM Workflow Verified

Verified end to end. Created an FTM recovery invoice and confirmed the saved document through the FTM list plus stock recalculation.

• Workflow run: recovery-ftm-20260519T061803Z.
• Created recovery invoice: 999900016 / FTM 9999/16.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Vehicle/entity context: vehicle fields were visible, imprimirviatura was checked, and license plate, brand, model, and mileage were blank in the verified direct-line save.
• Delivery context: load location Leiria, postal code 2400, country PRT; discharge address came from the customer record in Moura.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save flow: confirmed Are you sure?.
• Save action: saveDocument returned 999900016%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table DocumFTM, typesaft=FT, tipoop=FTM, oficinas=T, recibo=F, and actualizacc=T returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock/order result: warehouse 1 physical stock changed from 2 to 1; warehouse 2 stayed 0; customer-order quantity stayed 2; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/recovery-ftm-20260519T061803Z.json.
• Manual updated: workflows/create-recovery-ftm.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 07:14 Europe/Lisbon - C. Interno CI Workflow Verified

Verified end to end. Created a CI internal invoice and confirmed the saved document through the CI list plus stock recalculation.

• Workflow run: internal-invoice-ci-20260519T060951Z.
• Created internal invoice: 999900009 / CI 9999/9.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Vehicle/entity context: vehicle fields were visible, imprimirviatura was checked, and license plate, brand, model, and mileage were blank in the verified direct-line save.
• Delivery context: load location Leiria, postal code 2400, country PRT; discharge address came from the customer record in Moura.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save flow: confirmed Are you sure?.
• Save action: saveDocument returned 999900009%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table DocumCI, typesaft=FT, tipoop=CI, oficinas=T, recibo=F, and actualizacc=T returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock/order result: warehouse 1 physical stock changed from 1 to 0; warehouse 2 stayed 0; customer-order quantity stayed 2; supplier-order quantity stayed 1.
• Raw evidence: raw/playwright/workflows/internal-invoice-ci-20260519T060951Z.json.
• Manual updated: workflows/create-internal-invoice-ci.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 07:06 Europe/Lisbon - Internal Doc GS Workflow Verified

Verified end to end. Created a GS internal document and confirmed the saved document through the GS list plus stock/order recalculation.

• Workflow run: internal-doc-gs-20260519T060333Z.
• Created internal document: 999900021 / GS 9999/21.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save flow: confirmed Are you sure?.
• Save action: saveDocument returned 999900021%&=&OKDOC&=&.
• Verification: DT_List_Documentos with table DocumGS, typesaft=WNE, and tipoop=GS returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock/order result: warehouse 1 physical stock stayed 1; customer-order quantity changed from 1 to 2.
• Raw evidence: raw/playwright/workflows/internal-doc-gs-20260519T060333Z.json.
• Manual updated: workflows/create-internal-doc-gs.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 07:00 Europe/Lisbon - Separation Guide GSA Workflow Verified

Verified end to end. Created a separation guide for material preparation between internal warehouses and confirmed the saved GSA through the separation-guide list plus stock recalculation.

• Workflow run: separation-guide-gsa-20260519T055811Z.
• Created separation guide: 999900001 / GSA 9999/1.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source warehouse: 1, Armazem de Entradas.
• Destination warehouse: 2, Armazem de Monos; saved list field codlojaentrada=2.
• Line: article AI-DEMO-20260519-021105, quantity 1, source warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save flow: confirmed Are you sure?.
• Save action: saveDocument returned 999900001%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table documgsa, typesaft=GA, and tipoop=GSA returned status ABR / Open, origin Armazem de Entradas, destination Armazem de Monos, pending 1.97, and total 1.97.
• Stock result: no stock change observed; warehouse 1 stayed 1 and warehouse 2 stayed 0.
• Saved view action observed: Convert to GA.
• Raw evidence: raw/playwright/workflows/separation-guide-gsa-20260519T055811Z.json.
• Manual updated: workflows/create-separation-guide.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 06:55 Europe/Lisbon - Consignment Guide GC Workflow Verified

Verified end to end. Created a customer consignment guide and confirmed the saved GC through the consignment list plus stock recalculation.

• Workflow run: consignment-guide-gc-20260519T055311Z.
• Created consignment guide: 999900005 / GC 9999/5.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save flow: confirmed Are you sure?.
• Save action: saveDocument returned 999900005%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table GConsig, typesaft=GC, and tipoop=GC returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock result: warehouse 1 changed from 2 to 1; warehouse 2 stayed 0.
• Raw evidence: raw/playwright/workflows/consignment-guide-gc-20260519T055311Z.json.
• Manual updated: workflows/create-consignment-guide.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 06:47 Europe/Lisbon - Guide to Supplier NGT Workflow Verified

Verified end to end. Created a supplier shipping guide and confirmed the saved NGT through the guide-to-supplier list plus stock recalculation.

• Workflow run: guide-to-supplier-ngt-20260519T054516Z.
• Created guide to supplier: 999900013 / NGT 9999/13.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Source warehouse: 2, Armazem de Monos.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 2, unit price 1.23, VAT 23%, total 1.51.
• Save flow: confirmed Will move stock a different warehouse of your preference. Confirm?, then Are you sure?.
• Save action: saveDocument returned 999900013%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table NGTransF, typesaft=GT, and tipoop=NGT returned status ABR / Open, ValorPago=0, pending 1.51, and total 1.51.
• Stock result: warehouse 2 changed from 1 to 0; warehouse 1 stayed -2.
• Raw evidence: raw/playwright/workflows/guide-to-supplier-ngt-20260519T054516Z.json.
• Manual updated: workflows/create-guide-to-supplier.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 06:42 Europe/Lisbon - Asset Movement Guide GA Workflow Verified

Verified end to end. Created an asset movement guide and confirmed the saved GA through the movement-guide list plus source/destination stock recalculation.

• Workflow run: asset-movement-guide-ga-20260519T053643Z.
• Created asset movement guide: 999900015 / GA 9999/15.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source warehouse: 1, Armazem de Entradas.
• Destination warehouse: 2, Armazem de Monos; saved list field codlojaentrada=2.
• Line: article AI-DEMO-20260519-021105, quantity 1, source warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900015%AI-DEMO-20260519-021105:1#&=&OKDOC&=&.
• Verification: DT_List_Documentos with table GMovArt, typesaft=GA, and tipoop=GA returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock result: warehouse 1 changed from -1 to -2; warehouse 2 changed from 0 to 1.
• Raw evidence: raw/playwright/workflows/asset-movement-guide-ga-20260519T053643Z.json.
• Manual updated: workflows/create-asset-movement-guide.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 06:29 Europe/Lisbon - Transportation Note GIP Workflow Verified

Verified end to end. Created a GIP transportation note and confirmed the saved document through the GIP list plus stock recalculation. The first automation run saved successfully but its parser expected the plainer GT response, so final evidence was recovered from the captured failed run and stored in the non-failed JSON evidence file.

• Workflow run: transportation-note-gip-20260519T052722Z.
• Created transportation note: 999900018 / GIP 9999/18.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Load location: Leiria, postal code 2400, country PRT.
• Discharge location: customer address in Moura, postal code 7860-004, country PRT.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900018%AI-DEMO-20260519-021105:1#&=&OKDOC&=&.
• Verification: DT_List_Documentos with table DocumGIP, typesaft=GT, and tipoop=GIP returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock result: warehouse 1 stock for the demo article changed from 0 to -1; the article lookup used actualizastocks=T.
• Raw evidence: raw/playwright/workflows/transportation-note-gip-20260519T052722Z.json and recovery source raw/playwright/workflows/transportation-note-gip-20260519T052722Z-failed.json.
• Manual updated: workflows/create-transportation-note-gip.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 06:24 Europe/Lisbon - Transportation Note GT Workflow Verified

Verified end to end. Created a transportation note and confirmed the saved GT through the transportation-note list plus stock recalculation.

• Workflow run: transportation-note-gt-20260519T052242Z.
• Created transportation note: 999900089 / GT 9999/89.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Load location: Leiria, postal code 2400, country PRT.
• Discharge location: customer address in Moura, postal code 7860-004, country PRT.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900089%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table GTrans returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock result: warehouse 1 stock for the demo article stayed 0; the line was accepted with stock 0.
• Raw evidence: raw/playwright/workflows/transportation-note-gt-20260519T052242Z.json.
• Manual updated: workflows/create-transportation-note.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 06:15 Europe/Lisbon - Shipping Doc GR Workflow Verified

Verified end to end. Created a shipping guide and confirmed the saved GR through the shipping-doc list plus stock recalculation.

• Workflow run: shipping-doc-gr-20260519T051437Z.
• Created shipping doc: 999900020 / GR 9999/20.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Load location: Leiria, postal code 2400, country PRT.
• Discharge location: customer address in Moura, postal code 7860-004, country PRT.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900020%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table GRem returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Stock result: warehouse 1 stock for the demo article changed from 1 to 0.
• Raw evidence: raw/playwright/workflows/shipping-doc-gr-20260519T051437Z.json.
• Manual updated: workflows/create-shipping-doc.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 06:08 Europe/Lisbon - Debit Note ND Workflow Verified

Verified end to end. Created a debit note from a verified FT source invoice and confirmed the saved ND through the debit-note list.

• Workflow run: debit-note-nd-20260519T050637Z.
• Created debit note: 999900004 / ND 9999/4.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source document: 999901666 / FT 9999/1666.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900004%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table NDeb returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Source invoice result: FT 9999/1666 stayed LIQ / Finished, paid 1.97, pending 0.00.
• Stock result: warehouse 1 stock for the demo article stayed 1.
• Raw evidence: raw/playwright/workflows/debit-note-nd-20260519T050637Z.json.
• Manual updated: workflows/create-debit-note.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 06:02 Europe/Lisbon - Credit Note NC Workflow Verified

Verified end to end. Created a credit note from a verified simplified invoice source and confirmed the source was removed from the NC association list.

• Workflow run: credit-note-nc-20260519T050026Z.
• Created credit note: 999900059 / NC 9999/59.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source document: 999900008 / FS 9999/8.
• Reason: 1, Erro de faturação.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900059%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos with table NCred returned status ABR / Open, ValorPago=0, pending 1.97, and total 1.97.
• Source association result: associar_documento option=listar_documentos for FS returned an empty list after save, so FS 9999/8 was no longer available to credit again.
• Stock result: warehouse 1 stock for the demo article changed from 0 to 1.
• Raw evidence: raw/playwright/workflows/credit-note-nc-20260519T050026Z.json.
• Manual updated: workflows/create-credit-note.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 05:47 Europe/Lisbon - Receipt Reversal RE Workflow Verified

Verified end to end. Created a receipt reversal against an open credit note and confirmed the source credit note became paid/finished.

• Workflow run: receipt-reversal-re-20260519T044549Z.
• Created receipt reversal: 999900014 / RE 9999/14.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source document: 999900058 / NC 9999/58, pending 74.91.
• Payment: [NUM] Numerário, value 74.91.
• Save action: saveDocumentRecibo returned 999900014&=&OKDOC&=&&=&OKDOC&=&.
• Receipt reversal verification: DT_List_Documentos with table RecibosEst returned status F / Closed and total 74.91.
• Source credit note verification: NC 9999/58 changed from ABR / Open to LIQ / Finished, ValorPago changed from 0 to 74.91, and pending changed from 74.91 to 0.00.
• Raw evidence: raw/playwright/workflows/receipt-reversal-re-20260519T044549Z.json.
• Manual updated: workflows/create-receipt-reversal.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 05:40 Europe/Lisbon - Pro-Forma Invoice FP Workflow Verified

Verified end to end. Created a pro-forma invoice and confirmed the saved document through the FP list and article stock/order endpoint.

• Workflow run: proforma-invoice-fp-20260519T043852Z.
• Created pro-forma invoice: 999900062 / FP 9999/62.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Reference: AI-FP-20260519T043852Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900062%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos search for 999900062 returned status ABR / Open, ValorPago=0, pending 1.97, and reference AI-FP-20260519T043852Z.
• Stock/order result: warehouse 1 stock stayed 0; qtd_enc_cliente and qtd_enc_forn stayed 1.
• Raw evidence: raw/playwright/workflows/proforma-invoice-fp-20260519T043852Z.json.
• Manual updated: workflows/create-proforma-invoice.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 05:35 Europe/Lisbon - Simplified Invoice FS Workflow Verified

Verified end to end. Created a simplified invoice and confirmed the paid document through the FS list and article stock endpoint.

• Workflow run: simplified-invoice-fs-20260519T043414Z.
• Created simplified invoice: 999900008 / FS 9999/8.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Reference: AI-FS-20260519T043414Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Payment: [NUM] Numerário, value 1.97, bank/cash [CXC] Caixa Defeito - Caixa Colaborador Demo.
• Save action: saveDocument returned 999900008%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos search for 999900008 returned status LIQ / Finished, ValorPago=1.97, pending 0.00, and reference AI-FS-20260519T043414Z.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 stock for AI-DEMO-20260519-021105 from 1 to 0.
• Raw evidence: raw/playwright/workflows/simplified-invoice-fs-20260519T043414Z.json.
• Manual updated: workflows/create-simplified-invoice.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 07:50 Europe/Lisbon - Deferred Receipt RP Workflow Verified

Verified end to end. Created a deferred receipt against an open FT invoice and confirmed the source invoice became paid/finished.

• Workflow run: deferred-receipt-rp-20260519T065002Z.
• Created deferred receipt: 999900009 / RP 9999/9.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source document: 999901667 / FT 9999/1667, pending 1.97.
• Payment: [NUM] Numerario, value 1.97, inbox [0] Caixa 0.
• Save action: saveDocumentRecibo returned 999900009&=&OKDOC&=&&=&OKDOC&=&.
• RP verification: DT_List_Documentos search for 999900009 returned status ABR / Open, total 1.97, ValorPago=0, and pending 1.97.
• Invoice verification: DT_List_Documentos search for 999901667 returned status LIQ / Finished, ValorPago=1.97, and pending 0.00.
• Raw evidence: raw/playwright/workflows/deferred-receipt-rp-20260519T065002Z.json.
• Manual updated: workflows/create-deferred-receipt-rp.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 05:28 Europe/Lisbon - Receipt R Workflow Verified

Verified end to end. Created a receipt against the open FT invoice and confirmed the source invoice became paid/finished.

• Workflow run: receipt-r-20260519T042639Z.
• Created receipt: 999900245 / R 9999/245.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Source document: 999901666 / FT 9999/1666, pending 1.97.
• Payment: [NUM] Numerário, value 1.97, bank/cash [CXC] Caixa Defeito - Caixa Colaborador Demo.
• Save action: saveDocumentRecibo returned 999900245&=&OKDOC&=&&=&OKDOC&=&.
• Receipt verification: DT_List_Documentos search for 999900245 returned status F / Closed and total 1.97.
• Invoice verification: DT_List_Documentos search for 999901666 returned status LIQ / Finished, ValorPago=1.97, and pending 0.00.
• Raw evidence: raw/playwright/workflows/receipt-r-20260519T042639Z.json and recovery verifier raw/playwright/workflows/receipt-r-20260519T042639Z-recovery.json.
• Manual updated: workflows/create-receipt.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 05:19 Europe/Lisbon - Quotation ORC Workflow Verified

Verified end to end. Created a quotation and confirmed the saved document through the ORC list and article stock/order endpoint.

• Workflow run: quotation-orc-20260519T041813Z.
• Created quotation: 999900086 / ORC 9999/86.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Reference: AI-ORC-20260519T041813Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900086%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos search for 999900086 returned status ABR / Open, ValorPago=0, total 1.97, and reference AI-ORC-20260519T041813Z.
• Stock/order result: physical stock, qtd_enc_cliente, and qtd_enc_forn all stayed unchanged.
• Raw evidence: raw/playwright/workflows/quotation-orc-20260519T041813Z.json.
• Manual updated: workflows/create-quotation.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 05:14 Europe/Lisbon - Sales Order ENC Workflow Verified

Verified end to end. Created a customer order and confirmed the saved document through the ENC list and article stock/order endpoint.

• Workflow run: sales-order-enc-20260519T041301Z.
• Created order: 999900103 / ENC 9999/103.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Reference: AI-ENC-20260519T041301Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999900103%&=&OKDOC&=&.
• Verification: DT_List_Documentos search for 999900103 returned status ABR / Open, ValorPago=0, pending value 1.97, and reference AI-ENC-20260519T041301Z.
• Stock/order result: physical stock stayed 1; qtd_enc_cliente changed from 0 to 1.
• Raw evidence: raw/playwright/workflows/sales-order-enc-20260519T041301Z.json.
• Manual updated: workflows/create-sales-order.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 05:08 Europe/Lisbon - Sales Invoice FT Workflow Verified

Verified end to end. Created a normal sales invoice and confirmed the saved document through the FT list and article stock endpoint.

• Workflow run: sales-invoice-ft-20260519T040734Z.
• Created invoice: 999901666 / FT 9999/1666.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Reference: AI-FT-20260519T040734Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, total 1.97.
• Save action: saveDocument returned 999901666%OK&=&OKDOC&=&.
• Verification: DT_List_Documentos search for 999901666 returned status ABR / Open, ValorPago=0, pending value 1.97, and reference AI-FT-20260519T040734Z.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 stock for AI-DEMO-20260519-021105 from 2 to 1.
• Raw evidence: raw/playwright/workflows/sales-invoice-ft-20260519T040734Z.json.
• Manual updated: workflows/create-sales-invoice.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 05:01 Europe/Lisbon - Order to Supplier EF Workflow Verified

Verified end to end. Created an Order to Supplier document and confirmed the saved order through the EF document list and article stock/order quantities.

• Workflow run: supplier-order-ef-20260519T040050Z.
• Created order: 999900111 / EF 9999/111.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier reference: AI-EF-20260519T040050Z.
• Line: article AI-DEMO-20260519-021105, quantity 1, unit cost 1.23, total 1.51.
• Save action: saveDocument returned 999900111%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900111 returned status ABR / Open, total 1.51, and ValorPago=0.
• Stock/order result: physical stock stayed 2; qtd_enc_forn changed from 0 to 1.
• Raw evidence: raw/playwright/workflows/supplier-order-ef-20260519T040050Z.json.
• Manual updated: workflows/create-supplier-order.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 04:55 Europe/Lisbon - Purchase / Expense CD Finalization Verified

Verified end to end. Finalized purchase/expense draft 456 into a finished CD document and confirmed payment, list state, draft removal, and stock increase.

• Workflow run: purchase-expense-finalize-20260519T035328Z.
• Created document: 999900053 / CD 9999/53.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier document number: AI-CD-DRAFT-20260519T034251Z.
• Payment: [NUM] Numerario, value 1.51, cash/bank label [CXC] Caixa Defeito - Caixa Colaborador Demo.
• Save action: saveDocument returned 999900053%&=&OKDOC&=&.
• Verification: DT_List_DocumentosF search for 999900053 returned status LIQ, ValorPago=1.51, and total 1.51.
• Draft result: dt_list_drafts no longer returned draft 456.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 stock for AI-DEMO-20260519-021105 from 1 to 2.
• Raw evidence: raw/playwright/workflows/purchase-expense-finalize-20260519T035328Z.json and recovery verifier raw/playwright/workflows/purchase-expense-finalize-20260519T035328Z-recovery.json.
• Manual updated: workflows/finalize-purchase-expense.html, modules/purchases.html, and api/network-catalog.html.

2026-05-19 04:43 Europe/Lisbon - Purchase / Expense CD Draft Workflow Verified

Verified draft save. Created a new Purchases / Expenses CD draft in the demo and confirmed the record through the CD draft list endpoint.

• Workflow run: purchase-expense-draft-20260519T034251Z.
• Created draft: 456.
• Supplier: [100] AI Demo Supplier 20260519T030323Z, VAT 590303236.
• Supplier document number: AI-CD-DRAFT-20260519T034251Z.
• Article line: AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit cost 1.23, VAT 23%.
• Totals: net 1.23, VAT 0.2829, payable total 1.51.
• Save action: saveRascunho returned OK:456.
• Verification: dt_list_drafts returned draft 456, type CD, series 9999, employee Demo, and total 1.51.
• Raw evidence: raw/playwright/workflows/purchase-expense-draft-20260519T034251Z.json.
• Manual updated: workflows/create-purchase-expense-draft.html, modules/purchases.html, and api/network-catalog.html.

This is draft-only evidence. CD End finalization and finished-document stock impact are covered separately in purchase-expense-finalize-20260519T035328Z; accounting posting/export details still need separate evidence.

2026-05-19 04:33 Europe/Lisbon - GDPR Request Workflow Verified

Verified. Created a new GDPR Look-up request in the demo from the GDPR list and confirmed the record through the GDPR request list endpoint.

• Workflow run: create-gdpr-request-20260519T033345Z.
• Created request: 9.
• Entity: customer 1003, AI Demo Customer 20260519T025604Z.
• Ordered by: AI Demo GDPR Requester 20260519T033345Z.
• Identification document: DEMO-DOC-20260519T033345Z.
• Save action: create_gdpr_req returned {"success":true}.
• Verification: DT_list_gdpr_req returned request 9, req_type=1, status=0, and status_estado=I.
• Raw evidence: raw/playwright/workflows/create-gdpr-request-20260519T033345Z.json.
• Manual updated: workflows/create-gdpr-request.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 04:29 Europe/Lisbon - Commercial Record Creation Workflow Verified

Verified. Created a new commercial record in the demo from the Business list and confirmed the record through the generic Business grid and representative selector lookup.

• Workflow run: create-business-20260519T032902Z.
• Created commercial record: [15] AI Demo Commercial 20260519T032902Z.
• VAT: 590329022.
• Address: Rua Comercial Demo 19, Leiria, 2400-006, country PT.
• Save action: createNovoComercial.
• Final URL: /entidades/comerciais/view/MTU=.
• Verification: DT_Select&table=represnt returned row CodRepres: 15; Sel2_Select_v2 returned the representative selector row.
• Raw evidence: raw/playwright/workflows/create-business-20260519T032902Z.json.
• Manual updated: workflows/create-business.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 04:20 Europe/Lisbon - Employee Creation Workflow Verified

Verified. Created a new employee in the demo from the Employees list and confirmed the record through grid search, selector lookup, and employee master-data lookup.

• Workflow run: create-employee-20260519T031958Z.
• Created employee: [122] AI Demo Employee 20260519T031958Z.
• Address: Rua Employee Demo 19, Leiria, 2400-005, country PT.
• Email: ai-demo-employee-20260519t031958z@example.invalid.
• Permissions: [24] Santos Demo; cash register 0.
• Save action: form post to /ajaxserver with newempregado.
• Verification: dt_select_empreg_dep returned recordsFiltered: 1; Sel2_Select_v2 resolved employee 122; NameEntidades&tabla=Empreg returned Activo: T.
• Raw evidence: raw/playwright/workflows/create-employee-20260519T031958Z.json.
• Manual updated: workflows/create-employee.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 04:13 Europe/Lisbon - Prospect Creation Workflow Verified

Verified. Created a new prospect in the demo from the Prospects list and confirmed the record through both grid search and prospect master-data lookup.

• Workflow run: create-prospect-20260519T031326Z.
• Created prospect: [22] AI Demo Prospect 20260519T031326Z.
• VAT: 590313266.
• Address: Rua Prospect Demo 19, Leiria, 2400-004, country PT.
• Save action: createNovoProspect returned id: 22.
• Verification: DT_Select_Prospects returned recordsFiltered: 1; NameEntidades&tabla=Prospect returned Activo: T.
• Raw evidence: raw/playwright/workflows/create-prospect-20260519T031326Z.json.
• Manual updated: workflows/create-prospect.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 04:08 Europe/Lisbon - Contact Creation Workflow Verified

Verified. Created a new contact in the demo from the Contacts list and confirmed the record through both grid search and contact master-data lookup.

• Workflow run: create-contact-20260519T030819Z.
• Created contact: [27] AI Demo Contact 20260519T030819Z.
• VAT: 590308190.
• Address: Rua Contacto Demo 19, Leiria, 2400-003, country PT.
• Save action: createNovoContacto returned id: 27.
• Verification: DT_SelectContactos returned recordsFiltered: 1; NameEntidades&tabla=Contactos returned Activo: T.
• Raw evidence: raw/playwright/workflows/create-contact-20260519T030819Z.json.
• Manual updated: workflows/create-contact.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 04:03 Europe/Lisbon - Supplier Creation Workflow Verified

Verified. Created a new supplier in the demo from the Suppliers list and confirmed the record through both grid search and supplier master-data lookup.

• Workflow run: create-supplier-20260519T030323Z.
• Created supplier: [100] AI Demo Supplier 20260519T030323Z.
• VAT: 590303236.
• Address: Rua Fornecedor Demo 19, Armazem 2, Leiria, 2400-002, country PT.
• Save action: createNovoForn.
• Verification: DT_SelectFornecedores returned recordsFiltered: 1; NameEntidades&tabla=Forn returned Activo: T and accounting account 2211100100.
• Raw evidence: raw/playwright/workflows/create-supplier-20260519T030323Z.json.
• Manual updated: workflows/create-supplier.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 03:56 Europe/Lisbon - Customer Creation Workflow Verified

Verified. Created a new customer in the demo from the Customers list and confirmed the record through both grid search and customer master-data lookup.

• Workflow run: create-customer-20260519T025604Z.
• Created customer: [1003] AI Demo Customer 20260519T025604Z.
• VAT: 590256041.
• Address: Rua Demo 19, Leiria, 2400-001, country PT.
• Save action: createNovoCliente returned id: 1003.
• Verification: DT_SelectClientes returned recordsFiltered: 1; NameEntidades returned Activo: T and accounting account 2111101003.
• Raw evidence: raw/playwright/workflows/create-customer-20260519T025604Z.json.
• Manual updated: workflows/create-customer.html, modules/entities.html, and api/network-catalog.html.

2026-05-19 18:37 Europe/Lisbon - Sales Invoice to Credit Note Verified

Verified. Created a fresh FT invoice, used the invoice view's To convert / Credit note action, copied the source line, saved the NC, and verified list and stock effects.

• Workflow run: sales-invoice-to-credit-note-20260519T173701Z.
• Source invoice: 999901674 / FT 9999/1674.
• Created credit note: 999900061 / NC 9999/61.
• Reason: id_motivo=1, visible as Erro de faturacao.
• Source metadata on NC line: ndocori=999901674, tipodocori=FT, linhandocori=1.
• Final NC state: ABR / Open, total 1.97, ValorPago=0.
• Source FT state after NC: ABR / Open.
• Stock result: warehouse 1 moved from 0 before FT to -1 after FT and back to 0 after NC.
• Raw evidence: raw/playwright/workflows/sales-invoice-to-credit-note-20260519T173701Z.json.
• Manual updated: workflows/convert-sales-invoice-to-credit-note.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 18:27 Europe/Lisbon - Sales Invoice Cancellation Verified

Verified. Created a fresh FT invoice, cancelled it from the invoice view with a cancellation reason, and confirmed the FT list state changed to canceled.

• Workflow run: cancel-sales-invoice-ft-20260519T172726Z.
• Created and cancelled document: 999901672 / FT 9999/1672.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Cancellation reason: id_motivo_anulacao=1, visible as Erro de faturacao.
• Eligibility check: podeAnularDoc returned succeeded:true.
• Final state: DT_List_Documentos returned estado=ANU and desig_estado=Canceled.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 from -2 before cancellation to -1 after cancellation.
• Raw evidence: raw/playwright/workflows/cancel-sales-invoice-ft-20260519T172726Z.json.
• Manual updated: workflows/cancel-sales-invoice.html, workflows/invoicing-hub.html, modules/sales.html, and api/network-catalog.html.

2026-05-19 03:47 Europe/Lisbon - Invoice / Receipt Workflow Verified

Verified. Created, paid, and finalized an Invoice / Receipt in the demo, then confirmed stock decreased for the sold article.

• Workflow run: invoice-fr-20260519T024739Z.
• Created document: FR 9999/841, internal number 999900841.
• Customer: [910] 100 Ouvidos Lda, VAT 509031862.
• Article: AI-DEMO-20260519-021105, quantity 1, total 1,97 EUR.
• Payment: [NUM] Numerario, payment total 1.97, confirmed with Are you sure?.
• Save response: 999900841%OK&=&OKDOC&=&.
• Final URL: /vendas/fr/view/OTk5OTAwODQx.
• Stock result: dt_list_recalc_stock_articles_lojas changed warehouse 1 from 2 to 1.
• Raw evidence: raw/playwright/workflows/invoice-fr-20260519T024739Z.json.
• Manual updated: workflows/create-invoice.html, modules/sales.html, and api/network-catalog.html.

Two important validation cases were also captured: customer 1 from Final Customer is inactive and blocks finalization, and the Payment modal requires a payment method before Save can finalize the document.

2026-05-19 03:25 Europe/Lisbon - Stock Update Workflow Verified

Verified. Created and saved a stock movement in the demo, then confirmed the article warehouse stock changed.

• Workflow run: stock-movement-20260519T022454Z.
• Movement number: 239.
• Article: AI-DEMO-20260519-021105.
• Movement type: Entrada p/ Recontagem.
• Warehouse: [1] Armazem de Entradas.
• Stock result: dt_list_recalc_stock_articles_lojas changed from 0 to 2 for warehouse 1.
• Raw evidence: raw/playwright/workflows/stock-movement-20260519T022454Z.json.

2026-05-19 03:16 Europe/Lisbon - Stock Movement Create Page Inspected

Verified open, not saved. Opened /stocks/movstock/movimentos, clicked create movement, and captured the stock movement creation page without submitting a movement.

• Final URL: /stocks/movstock/movimentos/create.
• Evidence: raw/playwright/workflows/inspect-stock-movement-create-20260519T021605Z.json.
• Screenshots: assets/screenshots/inspect-stock-movement-create-20260519T021605Z-01-movements-list.png and assets/screenshots/inspect-stock-movement-create-20260519T021605Z-02-create-movement-ui.png.
• Manual updated: workflows/update-stock.html.

2026-05-19 03:11 Europe/Lisbon - Create Article Workflow Verified

Verified. Executed the Stocks > Articles > Create New Article workflow in the demo environment and confirmed that the created article appears in article list lookups.

• Created article: AI-DEMO-20260519-021105.
• Workflow page: workflows/create-article.html.
• Automation script: tools/run-create-article-workflow.cjs.
• Raw evidence: raw/playwright/workflows/create-article-20260519T021105Z.json.
• Verification: DT_Select_ArtigosIVA returned recordsFiltered: 1 for both global and Article ID column search modes.