]> wagnertech.de Git - mfinanz.git/blobdiff - SL/Controller/Order.pm
restart apache2 in postinst
[mfinanz.git] / SL / Controller / Order.pm
index e963994f4750d816dafe68934b3a114ff82b3715..79c03102113df31e4d8f965126ce0942a3806e84 100644 (file)
@@ -3,11 +3,12 @@ package SL::Controller::Order;
 use strict;
 use parent qw(SL::Controller::Base);
 
-use SL::Helper::Flash qw(flash_later);
+use SL::Helper::Flash qw(flash flash_later);
 use SL::HTML::Util;
 use SL::Presenter::Tag qw(select_tag hidden_tag div_tag);
 use SL::Locale::String qw(t8);
 use SL::SessionFile::Random;
+use SL::IMAPClient;
 use SL::PriceSource;
 use SL::Webdav;
 use SL::File;
@@ -18,17 +19,28 @@ use SL::DB::AdditionalBillingAddress;
 use SL::DB::AuthUser;
 use SL::DB::History;
 use SL::DB::Order;
+use SL::DB::OrderItem;
 use SL::DB::Default;
 use SL::DB::Unit;
 use SL::DB::Part;
 use SL::DB::PartClassification;
 use SL::DB::PartsGroup;
 use SL::DB::Printer;
+use SL::DB::Note;
 use SL::DB::Language;
+use SL::DB::Reclamation;
 use SL::DB::RecordLink;
-use SL::DB::RequirementSpec;
 use SL::DB::Shipto;
 use SL::DB::Translation;
+use SL::DB::EmailJournal;
+use SL::DB::ValidityToken;
+use SL::DB::Helper::RecordLink qw(set_record_link_conversions RECORD_ID RECORD_TYPE_REF RECORD_ITEM_ID RECORD_ITEM_TYPE_REF);
+use SL::DB::Helper::TypeDataProxy;
+use SL::DB::Helper::Record qw(get_object_name_from_type get_class_from_type);
+use SL::Model::Record;
+use SL::DB::Order::TypeData qw(:types);
+use SL::DB::DeliveryOrder::TypeData qw(:types);
+use SL::DB::Reclamation::TypeData qw(:types);
 
 use SL::Helper::CreatePDF qw(:all);
 use SL::Helper::PrintOptions;
@@ -36,12 +48,13 @@ use SL::Helper::ShippedQty;
 use SL::Helper::UserPreferences::DisplayPreferences;
 use SL::Helper::UserPreferences::PositionsScrollbar;
 use SL::Helper::UserPreferences::UpdatePositions;
+use SL::Helper::UserPreferences::ItemInputPosition;
 
 use SL::Controller::Helper::GetModels;
 
 use List::Util qw(first sum0);
 use List::UtilsBy qw(sort_by uniq_by);
-use List::MoreUtils qw(any none pairwise first_index);
+use List::MoreUtils qw(uniq any none pairwise first_index);
 use English qw(-no_match_vars);
 use File::Spec;
 use Cwd;
@@ -50,23 +63,21 @@ use Sort::Naturally;
 use Rose::Object::MakeMethods::Generic
 (
  scalar => [ qw(item_ids_to_delete is_custom_shipto_to_delete) ],
- 'scalar --get_set_init' => [ qw(order valid_types type cv p all_price_factors search_cvpartnumber show_update_button part_picker_classification_ids) ],
+ 'scalar --get_set_init' => [ qw(order valid_types type cv p all_price_factors
+                              search_cvpartnumber show_update_button
+                              part_picker_classification_ids
+                              is_final_version type_data) ],
 );
 
 
 # safety
-__PACKAGE__->run_before('check_auth');
+__PACKAGE__->run_before('check_auth',
+                        except => [ qw(close_quotations) ]);
 
 __PACKAGE__->run_before('check_auth_for_edit',
-                        except => [ qw(edit show_customer_vendor_details_dialog price_popup load_second_rows) ]);
-
-__PACKAGE__->run_before('recalc',
-                        only => [ qw(save save_as_new save_and_delivery_order save_and_invoice save_and_invoice_for_advance_payment save_and_final_invoice save_and_ap_transaction
-                                     print send_email) ]);
-
-__PACKAGE__->run_before('get_unalterable_data',
-                        only => [ qw(save save_as_new save_and_delivery_order save_and_invoice save_and_invoice_for_advance_payment save_and_final_invoice save_and_ap_transaction
-                                     print send_email) ]);
+                        except => [ qw(edit price_popup load_second_rows close_quotations) ]);
+__PACKAGE__->run_before('get_basket_info_from_from',
+                        except => [ qw(close_quotations) ]);
 
 #
 # actions
@@ -76,50 +87,104 @@ __PACKAGE__->run_before('get_unalterable_data',
 sub action_add {
   my ($self) = @_;
 
-  $self->order->transdate(DateTime->now_local());
-  my $extra_days = $self->type eq sales_quotation_type() ? $::instance_conf->get_reqdate_interval       :
-                   $self->type eq sales_order_type()     ? $::instance_conf->get_delivery_date_interval : 1;
+  $self->pre_render();
 
-  if (   ($self->type eq sales_order_type()     &&  $::instance_conf->get_deliverydate_on)
-      || ($self->type eq sales_quotation_type() &&  $::instance_conf->get_reqdate_on)
-      && (!$self->order->reqdate)) {
-    $self->order->reqdate(DateTime->today_local->next_workday(extra_days => $extra_days));
+  if (!$::form->{form_validity_token}) {
+    $::form->{form_validity_token} = SL::DB::ValidityToken->create(scope => SL::DB::ValidityToken::SCOPE_ORDER_SAVE())->token;
   }
 
-
-  $self->pre_render();
   $self->render(
     'order/form',
-    title => $self->get_title_for('add'),
+    title => $self->type_data->text('add'),
     %{$self->{template_args}}
   );
 }
 
+sub action_add_from_record {
+  my ($self) = @_;
+  my $from_type = $::form->{from_type};
+  my $from_id   = $::form->{from_id};
+
+  die "No 'from_type' was given." unless ($from_type);
+  die "No 'from_id' was given."   unless ($from_id);
+
+  my %flags = ();
+  if (defined($::form->{from_item_ids})) {
+    my %use_item = map { $_ => 1 } @{$::form->{from_item_ids}};
+    $flags{item_filter} = sub {
+      my ($item) = @_;
+      return %use_item{$item->{RECORD_ITEM_ID()}};
+    }
+  }
+
+  my $record = SL::Model::Record->get_record($from_type, $from_id);
+  my $order = SL::Model::Record->new_from_workflow($record, $self->type, %flags);
+  $self->order($order);
+
+  $self->reinit_after_new_order();
+
+  $self->action_add();
+}
+
+sub action_add_from_purchase_basket {
+  my ($self) = @_;
+
+  my $basket_item_ids = $::form->{basket_item_ids} || [];
+  my $vendor_item_ids = $::form->{vendor_item_ids} || [];
+  my $vendor_id       = $::form->{vendor_id};
+
+
+  unless (scalar @{ $basket_item_ids} || scalar @{ $vendor_item_ids}) {
+    $self->js->flash('error', t8('There are no items selected'));
+    return $self->js->render();
+  }
+
+  my $order = SL::DB::Order->create_from_purchase_basket(
+    $basket_item_ids, $vendor_item_ids, $vendor_id
+  );
+
+  $self->order($order);
+
+  $self->reinit_after_new_order();
+
+  $self->action_add();
+}
+
+sub action_add_from_email_journal {
+  my ($self) = @_;
+  die "No 'email_journal_id' was given." unless ($::form->{email_journal_id});
+
+  $self->action_add();
+}
+
+sub action_edit_with_email_journal_workflow {
+  my ($self) = @_;
+  die "No 'email_journal_id' was given." unless ($::form->{email_journal_id});
+  $::form->{workflow_email_journal_id}    = delete $::form->{email_journal_id};
+  $::form->{workflow_email_attachment_id} = delete $::form->{email_attachment_id};
+  $::form->{workflow_email_callback}      = delete $::form->{callback};
+
+  $self->action_edit();
+}
+
 # edit an existing order
 sub action_edit {
   my ($self) = @_;
+  die "No 'id' was given." unless $::form->{id};
 
-  if ($::form->{id}) {
-    $self->load_order;
+  $self->load_order;
 
-  } else {
-    # this is to edit an order from an unsaved order object
-
-    # set item ids to new fake id, to identify them as new items
-    foreach my $item (@{$self->order->items_sorted}) {
-      $item->{new_fake_id} = join('_', 'new', Time::HiRes::gettimeofday(), int rand 1000000000000);
+  if ($self->order->is_sales && $::lx_office_conf{imap_client}->{enabled}) {
+    my $imap_client = SL::IMAPClient->new(%{$::lx_office_conf{imap_client}});
+    if ($imap_client) {
+      $imap_client->update_email_files_for_record(record => $self->order);
     }
-    # trigger rendering values for second row as hidden, because they
-    # are loaded only on demand. So we need to keep the values from
-    # the source.
-    $_->{render_second_row} = 1 for @{ $self->order->items_sorted };
   }
 
-  $self->recalc();
   $self->pre_render();
   $self->render(
     'order/form',
-    title => $self->get_title_for('edit'),
+    title => $self->type_data->text('edit'),
     %{$self->{template_args}}
   );
 }
@@ -148,27 +213,26 @@ sub action_edit_collective {
 
   # make new order from given orders
   my @multi_orders = map { SL::DB::Order->new(id => $_)->load } @multi_ids;
-  $self->{converted_from_oe_id} = join ' ', map { $_->id } @multi_orders;
-  $self->order(SL::DB::Order->new_from_multi(\@multi_orders, sort_sources_by => 'transdate'));
+  my $target_type = SALES_ORDER_TYPE();
+  my $order = SL::Model::Record->new_from_workflow_multi(\@multi_orders, $target_type, sort_sources_by => 'transdate');
+  $self->order($order);
+  $self->reinit_after_new_order();
 
-  $self->action_edit();
+  $self->action_add();
 }
 
 # delete the order
 sub action_delete {
   my ($self) = @_;
 
-  my $errors = $self->delete();
-
-  if (scalar @{ $errors }) {
-    $self->js->flash('error', $_) foreach @{ $errors };
-    return $self->js->render();
-  }
-
-  my $text = $self->type eq sales_order_type()       ? $::locale->text('The order has been deleted')
-           : $self->type eq purchase_order_type()    ? $::locale->text('The order has been deleted')
-           : $self->type eq sales_quotation_type()   ? $::locale->text('The quotation has been deleted')
-           : $self->type eq request_quotation_type() ? $::locale->text('The rfq has been deleted')
+  SL::Model::Record->delete($self->order);
+  my $text = $self->type eq SALES_ORDER_INTAKE_TYPE()        ? $::locale->text('The order intake has been deleted')
+           : $self->type eq SALES_ORDER_TYPE()               ? $::locale->text('The order confirmation has been deleted')
+           : $self->type eq PURCHASE_ORDER_TYPE()            ? $::locale->text('The order has been deleted')
+           : $self->type eq PURCHASE_ORDER_CONFIRMATION_TYPE() ? $::locale->text('The order confirmation has been deleted')
+           : $self->type eq SALES_QUOTATION_TYPE()           ? $::locale->text('The quotation has been deleted')
+           : $self->type eq REQUEST_QUOTATION_TYPE()         ? $::locale->text('The rfq has been deleted')
+           : $self->type eq PURCHASE_QUOTATION_INTAKE_TYPE() ? $::locale->text('The quotation intake has been deleted')
            : '';
   flash_later('info', $text);
 
@@ -184,19 +248,9 @@ sub action_delete {
 sub action_save {
   my ($self) = @_;
 
-  my $errors = $self->save();
+  $self->save();
 
-  if (scalar @{ $errors }) {
-    $self->js->flash('error', $_) foreach @{ $errors };
-    return $self->js->render();
-  }
-
-  my $text = $self->type eq sales_order_type()       ? $::locale->text('The order has been saved')
-           : $self->type eq purchase_order_type()    ? $::locale->text('The order has been saved')
-           : $self->type eq sales_quotation_type()   ? $::locale->text('The quotation has been saved')
-           : $self->type eq request_quotation_type() ? $::locale->text('The rfq has been saved')
-           : '';
-  flash_later('info', $text);
+  flash_later('info', $self->type_data->text('saved'));
 
   my @redirect_params;
   if ($::form->{back_to_caller}) {
@@ -215,7 +269,25 @@ sub action_save {
   $self->redirect_to(@redirect_params);
 }
 
-# save the order as new document an open it for edit
+# create new version and set version number
+sub action_add_subversion {
+  my ($self) = @_;
+
+  SL::DB->client->with_transaction(
+    sub {
+      SL::Model::Record->increment_subversion($self->order);
+      $self->save();
+      1;
+    }
+  );
+
+  $self->redirect_to(action => 'edit',
+                     type   => $self->type,
+                     id     => $self->order->id,
+  );
+}
+
+# save the order as new document and open it for edit
 sub action_save_as_new {
   my ($self) = @_;
 
@@ -226,48 +298,25 @@ sub action_save_as_new {
     return $self->js->render();
   }
 
-  # load order from db to check if values changed
   my $saved_order = SL::DB::Order->new(id => $order->id)->load;
 
-  my %new_attrs;
-  # Lets assign a new number if the user hasn't changed the previous one.
-  # If it has been changed manually then use it as-is.
-  $new_attrs{number}    = (trim($order->number) eq $saved_order->number)
-                        ? ''
-                        : trim($order->number);
-
-  # Clear transdate unless changed
-  $new_attrs{transdate} = ($order->transdate == $saved_order->transdate)
-                        ? DateTime->today_local
-                        : $order->transdate;
-
-  # Set new reqdate unless changed if it is enabled in client config
-  if ($order->reqdate == $saved_order->reqdate) {
-    my $extra_days = $self->type eq sales_quotation_type() ? $::instance_conf->get_reqdate_interval       :
-                     $self->type eq sales_order_type()     ? $::instance_conf->get_delivery_date_interval : 1;
-
-    if (   ($self->type eq sales_order_type()     &&  !$::instance_conf->get_deliverydate_on)
-        || ($self->type eq sales_quotation_type() &&  !$::instance_conf->get_reqdate_on)) {
-      $new_attrs{reqdate} = '';
-    } else {
-      $new_attrs{reqdate} = DateTime->today_local->next_workday(extra_days => $extra_days);
-    }
-  } else {
-    $new_attrs{reqdate} = $order->reqdate;
-  }
-
-  # Update employee
-  $new_attrs{employee}  = SL::DB::Manager::Employee->current;
+  # Create new record from current one
+  my $new_order = SL::Model::Record->clone_for_save_as_new($saved_order, $order);
+  $self->order($new_order);
 
   # Warn on obsolete items
-  my @obsolete_positions = map { $_->position } grep { $_->part->obsolete } @{ $order->items_sorted };
-  flash_later('warning', t8('This record containts obsolete items at position #1', join ', ', @obsolete_positions)) if @obsolete_positions;
+  my @obsolete_positions = map { $_->position } grep { $_->part->obsolete } @{ $self->order->items_sorted };
+  flash_later('warning', t8('This record contains obsolete items at position #1', join ', ', @obsolete_positions)) if @obsolete_positions;
 
-  # Create new record from current one
-  $self->order(SL::DB::Order->new_from($order, destination_type => $order->type, attributes => \%new_attrs));
+  # Warn on order locked items if they are not wanted for this record type
+  if ($self->type_data->no_order_locked_parts) {
+    my @order_locked_positions = map { $_->position } grep { $_->part->order_locked } @{ $self->order->items_sorted };
+    flash_later('warning', t8('This record contains not orderable items at position #1', join ', ', @order_locked_positions)) if @order_locked_positions;
+  }
 
-  # no linked records on save as new
-  delete $::form->{$_} for qw(converted_from_oe_id converted_from_orderitems_ids);
+  if (!$::form->{form_validity_token}) {
+    $::form->{form_validity_token} = SL::DB::ValidityToken->create(scope => SL::DB::ValidityToken::SCOPE_ORDER_SAVE())->token;
+  }
 
   # save
   $self->action_save();
@@ -281,15 +330,16 @@ sub action_save_as_new {
 sub action_print {
   my ($self) = @_;
 
-  my $errors = $self->save();
-
-  if (scalar @{ $errors }) {
-    $self->js->flash('error', $_) foreach @{ $errors };
-    return $self->js->render();
-  }
+  $self->save();
 
   $self->js_reset_order_and_item_ids_after_save;
 
+  my $redirect_url = $self->url_for(
+    action => 'edit',
+    type   => $self->type,
+    id     => $self->order->id,
+  );
+
   my $format      = $::form->{print_options}->{format};
   my $media       = $::form->{print_options}->{media};
   my $formname    = $::form->{print_options}->{formname};
@@ -299,12 +349,14 @@ sub action_print {
 
   # only PDF, OpenDocument & HTML for now
   if (none { $format eq $_ } qw(pdf opendocument opendocument_pdf html)) {
-    return $self->js->flash('error', t8('Format \'#1\' is not supported yet/anymore.', $format))->render;
+    flash_later('error', t8('Format \'#1\' is not supported yet/anymore.', $format));
+    return $self->js->redirect_to($redirect_url)->render;
   }
 
   # only screen or printer by now
   if (none { $media eq $_ } qw(screen printer)) {
-    return $self->js->flash('error', t8('Media \'#1\' is not supported yet/anymore.', $media))->render;
+    flash_later('error', t8('Media \'#1\' is not supported yet/anymore.', $media));
+    return $self->js->redirect_to($redirect_url)->render;
   }
 
   # create a form for generate_attachment_filename
@@ -324,12 +376,13 @@ sub action_print {
                                             printer_id => $printer_id,
                                             groupitems => $groupitems });
   if (scalar @errors) {
-    return $self->js->flash('error', t8('Generating the document failed: #1', $errors[0]))->render;
+    flash_later('error', t8('Generating the document failed: #1', $errors[0]));
+    return $self->js->redirect_to($redirect_url)->render;
   }
 
   if ($media eq 'screen') {
     # screen/download
-    $self->js->flash('info', t8('The document has been created.'));
+    flash_later('info', t8('The document has been created.'));
     $self->send_file(
       \$doc,
       type         => SL::MIME->mime_type_from_ext($doc_filename),
@@ -345,31 +398,32 @@ sub action_print {
       content => $doc,
     );
 
-    $self->js->flash('info', t8('The document has been printed.'));
+    flash_later('info', t8('The document has been printed.'));
   }
 
   my @warnings = $self->store_doc_to_webdav_and_filemanagement($doc, $doc_filename, $formname);
   if (scalar @warnings) {
-    $self->js->flash('warning', $_) for @warnings;
+    flash_later('warning', $_) for @warnings;
   }
 
   $self->save_history('PRINTED');
 
-  $self->js
-    ->run('kivi.ActionBar.setEnabled', '#save_and_email_action')
-    ->render;
+  $self->js->redirect_to($redirect_url)->render;
 }
+
 sub action_preview_pdf {
   my ($self) = @_;
 
-  my $errors = $self->save();
-  if (scalar @{ $errors }) {
-    $self->js->flash('error', $_) foreach @{ $errors };
-    return $self->js->render();
-  }
+  $self->save();
 
   $self->js_reset_order_and_item_ids_after_save;
 
+  my $redirect_url = $self->url_for(
+    action => 'edit',
+    type   => $self->type,
+    id     => $self->order->id,
+  );
+
   my $format      = 'pdf';
   my $media       = 'screen';
   my $formname    = $self->type;
@@ -391,54 +445,59 @@ sub action_preview_pdf {
                                             language   => $self->order->language,
                                           });
   if (scalar @errors) {
-    return $self->js->flash('error', t8('Conversion to PDF failed: #1', $errors[0]))->render;
+    flash_later('error', t8('Conversion to PDF failed: #1', $errors[0]));
+    return $self->js->redirect_to($redirect_url)->render;
   }
+
   $self->save_history('PREVIEWED');
-  $self->js->flash('info', t8('The PDF has been previewed'));
+
+  flash_later('info', t8('The PDF has been previewed'));
+
   # screen/download
   $self->send_file(
     \$pdf,
     type         => SL::MIME->mime_type_from_ext($pdf_filename),
     name         => $pdf_filename,
-    js_no_render => 0,
+    js_no_render => 1,
   );
+
+  $self->js->redirect_to($redirect_url)->render;
 }
 
 # open the email dialog
 sub action_save_and_show_email_dialog {
   my ($self) = @_;
 
-  my $errors = $self->save();
-
-  if (scalar @{ $errors }) {
-    $self->js->flash('error', $_) foreach @{ $errors };
-    return $self->js->render();
+  if (!$self->is_final_version) {
+    $self->save();
+    $self->js_reset_order_and_item_ids_after_save;
   }
 
-  my $cv_method = $self->cv;
+  my $cv = $self->order->customervendor
+    or return $self->js->flash('error',
+      $self->type_data->properties('is_customer') ?
+          t8('Cannot send E-mail without customer given')
+        : t8('Cannot send E-mail without vendor given')
+    )->render($self);
 
-  if (!$self->order->$cv_method) {
-    return $self->js->flash('error', $self->cv eq 'customer' ? t8('Cannot send E-mail without customer given') : t8('Cannot send E-mail without vendor given'))
-                    ->render($self);
-  }
+  my $form = Form->new;
+  $form->{$self->nr_key()}         = $self->order->number;
+  $form->{cusordnumber}            = $self->order->cusordnumber;
+  $form->{formname}                = $self->type;
+  $form->{type}                    = $self->type;
+  $form->{language}                = '_' . $self->order->language->template_code if $self->order->language;
+  $form->{language_id}             = $self->order->language->id                  if $self->order->language;
+  $form->{format}                  = 'pdf';
+  $form->{cp_id}                   = $self->order->contact->cp_id if $self->order->contact;
+  $form->{transaction_description} = $self->order->transaction_description;
 
   my $email_form;
-  $email_form->{to}   = $self->order->contact->cp_email if $self->order->contact;
-  $email_form->{to} ||= $self->order->$cv_method->email;
-  $email_form->{cc}   = $self->order->$cv_method->cc;
-  $email_form->{bcc}  = join ', ', grep $_, $self->order->$cv_method->bcc, SL::DB::Default->get->global_bcc;
+  $email_form->{to} =
+       ($self->order->contact ? $self->order->contact->cp_email : undef)
+    ||  $cv->email;
+  $email_form->{cc}  = $cv->cc;
+  $email_form->{bcc} = join ', ', grep $_, $cv->bcc;
   # Todo: get addresses from shipto, if any
-
-  my $form = Form->new;
-  $form->{$self->nr_key()}  = $self->order->number;
-  $form->{cusordnumber}     = $self->order->cusordnumber;
-  $form->{formname}         = $self->type;
-  $form->{type}             = $self->type;
-  $form->{language}         = '_' . $self->order->language->template_code if $self->order->language;
-  $form->{language_id}      = $self->order->language->id                  if $self->order->language;
-  $form->{format}           = 'pdf';
-  $form->{cp_id}            = $self->order->contact->cp_id if $self->order->contact;
-
   $email_form->{subject}             = $form->generate_email_subject();
   $email_form->{attachment_filename} = $form->generate_attachment_filename();
   $email_form->{message}             = $form->generate_email_body();
@@ -451,40 +510,56 @@ sub action_save_and_show_email_dialog {
     $user && !!trim($user->get_config_value('email'));
   } @{ SL::DB::Manager::Employee->get_all_sorted(query => [ deleted => 0 ]) };
 
-
-  my $all_partner_email_addresses = $self->order->customervendor->get_all_email_addresses();
-
-  my $dialog_html = $self->render('common/_send_email_dialog', { output => 0 },
-                                  email_form    => $email_form,
-                                  show_bcc      => $::auth->assert('email_bcc', 'may fail'),
-                                  FILES         => \%files,
-                                  is_customer   => $self->cv eq 'customer',
-                                  ALL_EMPLOYEES => \@employees_with_email,
-                                  ALL_PARTNER_EMAIL_ADDRESSES => $all_partner_email_addresses,
+  my $dialog_html = $self->render(
+    'common/_send_email_dialog', { output => 0 },
+    email_form    => $email_form,
+    show_bcc      => $::auth->assert('email_bcc', 'may fail'),
+    FILES         => \%files,
+    is_customer   => $self->type_data->properties('is_customer'),
+    ALL_EMPLOYEES => \@employees_with_email,
+    ALL_PARTNER_EMAIL_ADDRESSES => $cv->get_all_email_addresses(),
+    is_final_version => $self->is_final_version,
   );
 
   $self->js
-      ->run('kivi.Order.show_email_dialog', $dialog_html)
-      ->reinit_widgets
-      ->render($self);
+    ->run('kivi.Order.show_email_dialog', $dialog_html)
+    ->reinit_widgets
+    ->render($self);
 }
 
 # send email
-#
-# Todo: handling error messages: flash is not displayed in dialog, but in the main form
 sub action_send_email {
   my ($self) = @_;
 
-  my $errors = $self->save();
-
-  if (scalar @{ $errors }) {
-    $self->js->run('kivi.Order.close_email_dialog');
-    $self->js->flash('error', $_) foreach @{ $errors };
-    return $self->js->render();
+  if (!$self->is_final_version) {
+    eval {
+      $self->save();
+      1;
+    } or do {
+      $self->js->run('kivi.Order.close_email_dialog');
+      die $EVAL_ERROR;
+    };
   }
 
-  $self->js_reset_order_and_item_ids_after_save;
+  my @redirect_params = (
+    action => 'edit',
+    type   => $self->type,
+    id     => $self->order->id,
+  );
+
+  # Set the error handler to reload the document and display errors later,
+  # because the document is already saved and saving can have some side effects
+  # such as generating a document number, project number or record links,
+  # which will be up to date when the document is reloaded.
+  # Hint: Do not use "die" here and try to catch exceptions in subroutine
+  # calls. You should use "$::form->error" which respects the error handler.
+  local $::form->{__ERROR_HANDLER} = sub {
+      flash_later('error', $_[0]);
+      $self->redirect_to(@redirect_params);
+      $::dispatcher->end_request;
+  };
 
+  # move $::form->{email_form} to $::form
   my $email_form  = delete $::form->{email_form};
 
   if ($email_form->{additional_to}) {
@@ -493,7 +568,6 @@ sub action_send_email {
   }
 
   my %field_names = (to => 'email');
-
   $::form->{ $field_names{$_} // $_ } = $email_form->{$_} for keys %{ $email_form };
 
   # for Form::cleanup which may be called in Form::send_email
@@ -508,25 +582,37 @@ sub action_send_email {
   # Is an old file version available?
   my $attfile;
   if ($::form->{attachment_policy} eq 'old_file') {
-    $attfile = SL::File->get_all(object_id     => $self->order->id,
-                                 object_type   => $self->type,
-                                 file_type     => 'document',
-                                 print_variant => $::form->{formname});
+    $attfile = SL::File->get_all(
+      object_id     => $self->order->id,
+      object_type   => $self->type,
+      print_variant => $::form->{formname},
+    );
   }
 
-  if ($::form->{attachment_policy} ne 'no_file' && !($::form->{attachment_policy} eq 'old_file' && $attfile)) {
+  if ($self->is_final_version && $::form->{attachment_policy} eq 'old_file' && !$attfile) {
+    $::form->error(t8('Re-sending a final version was requested, but the latest version of the document could not be found'));
+  }
+
+  if ( !$self->is_final_version
+    &&   $::form->{attachment_policy} ne 'no_file'
+    && !($::form->{attachment_policy} eq 'old_file' && $attfile)
+  ) {
     my $doc;
-    my @errors = $self->generate_doc(\$doc, {media      => $::form->{media},
-                                             format     => $::form->{print_options}->{format},
-                                             formname   => $::form->{print_options}->{formname},
-                                             language   => $self->order->language,
-                                             printer_id => $::form->{print_options}->{printer_id},
-                                             groupitems => $::form->{print_options}->{groupitems}});
+    my @errors = $self->generate_doc(\$doc, {
+        media      => $::form->{media},
+        format     => $::form->{print_options}->{format},
+        formname   => $::form->{print_options}->{formname},
+        language   => $self->order->language,
+        printer_id => $::form->{print_options}->{printer_id},
+        groupitems => $::form->{print_options}->{groupitems},
+      });
     if (scalar @errors) {
-      return $self->js->flash('error', t8('Generating the document failed: #1', $errors[0]))->render($self);
+      $::form->error(t8('Generating the document failed: #1', $errors[0]));
     }
 
-    my @warnings = $self->store_doc_to_webdav_and_filemanagement($doc, $::form->{attachment_filename}, $::form->{formname});
+    my @warnings = $self->store_doc_to_webdav_and_filemanagement(
+      $doc, $::form->{attachment_filename}, $::form->{formname}
+    );
     if (scalar @warnings) {
       flash_later('warning', $_) for @warnings;
     }
@@ -536,36 +622,53 @@ sub action_send_email {
     $sfile->fh->close;
 
     $::form->{tmpfile} = $sfile->file_name;
-    $::form->{tmpdir}  = $sfile->get_path; # for Form::cleanup which may be called in Form::send_email
+    $::form->{tmpdir}  = $sfile->get_path; # for Form::cleanup which may be
+                                           # called in Form::send_email
   }
 
-  $::form->{id} = $self->order->id; # this is used in SL::Mailer to create a linked record to the mail
+  $::form->{id} = $self->order->id; # this is used in SL::Mailer to create a
+                                    # linked record to the mail
   $::form->send_email(\%::myconfig, $::form->{print_options}->{format});
 
+  flash_later('info', t8('The email has been sent.'));
+  $self->save_history('MAILED');
+
   # internal notes unless no email journal
   unless ($::instance_conf->get_email_journal) {
     my $intnotes = $self->order->intnotes;
     $intnotes   .= "\n\n" if $self->order->intnotes;
-    $intnotes   .= t8('[email]')                                                                                        . "\n";
-    $intnotes   .= t8('Date')       . ": " . $::locale->format_date_object(DateTime->now_local, precision => 'seconds') . "\n";
-    $intnotes   .= t8('To (email)') . ": " . $::form->{email}                                                           . "\n";
-    $intnotes   .= t8('Cc')         . ": " . $::form->{cc}                                                              . "\n"    if $::form->{cc};
-    $intnotes   .= t8('Bcc')        . ": " . $::form->{bcc}                                                             . "\n"    if $::form->{bcc};
-    $intnotes   .= t8('Subject')    . ": " . $::form->{subject}                                                         . "\n\n";
+    $intnotes   .= t8('[email]')                                       . "\n";
+    $intnotes   .= t8('Date')       . ": " . $::locale->format_date_object(
+                                               DateTime->now_local,
+                                               precision => 'seconds') . "\n";
+    $intnotes   .= t8('To (email)') . ": " . $::form->{email}          . "\n";
+    $intnotes   .= t8('Cc')         . ": " . $::form->{cc}             . "\n"    if $::form->{cc};
+    $intnotes   .= t8('Bcc')        . ": " . $::form->{bcc}            . "\n"    if $::form->{bcc};
+    $intnotes   .= t8('Subject')    . ": " . $::form->{subject}        . "\n\n";
     $intnotes   .= t8('Message')    . ": " . SL::HTML::Util->strip($::form->{message});
 
     $self->order->update_attributes(intnotes => $intnotes);
   }
 
-  $self->save_history('MAILED');
-
-  flash_later('info', t8('The email has been sent.'));
+  if ($::instance_conf->get_lock_oe_subversions && !$self->is_final_version) {
+    my $file_id;
+    if ($::instance_conf->get_doc_storage && $::form->{attachment_policy} ne 'no_file') {
+      # self is generated on the fly. form is a file from the dms
+      # TODO: for the case Filesystem and Webdav we want the real file from the filesystem
+      #       for the nyi case DMS/CMIS we need a gloid or whatever the system offers (elo_id for ELO)
+      #       DMS kivi version should have a record_link to email_journal
+      #       the record link has to refer to the correct version -> helper table file <-> file_version
+      $file_id = $self->{file_id} || $::form->{file_id};
+      $::form->error("No file id") unless $file_id;
+    }
 
-  my @redirect_params = (
-    action => 'edit',
-    type   => $self->type,
-    id     => $self->order->id,
-  );
+    # email is sent -> set this version to final and link to journal and file
+    my $current_version = SL::DB::Manager::OrderVersion->get_all(where => [oe_id => $self->order->id, final_version => 0]);
+    $::form->error("Invalid version state") unless scalar @{ $current_version } == 1;
+    $current_version->[0]->update_attributes(file_id          => $file_id,
+                                             email_journal_id => $::form->{email_journal_id},
+                                             final_version    => 1);
+  }
 
   $self->redirect_to(@redirect_params);
 }
@@ -687,7 +790,7 @@ sub action_get_has_active_periodic_invoices {
   $config  ||= SL::DB::Manager::PeriodicInvoicesConfig->find_by(oe_id => $::form->{id}) if $::form->{id};
 
   my $has_active_periodic_invoices =
-       $self->type eq sales_order_type()
+       $self->type eq SALES_ORDER_TYPE()
     && $config
     && $config->active
     && (!$config->end_date || ($config->end_date > DateTime->today_local))
@@ -696,24 +799,31 @@ sub action_get_has_active_periodic_invoices {
   $_[0]->render(\ !!$has_active_periodic_invoices, { type => 'text' });
 }
 
-# save the order and redirect to the frontend subroutine for a new
-# delivery order
-sub action_save_and_delivery_order {
-  my ($self) = @_;
-
-  $self->save_and_redirect_to(
-    controller => 'oe.pl',
-    action     => 'oe_delivery_order_from_order',
-  );
-}
-
-sub action_save_and_supplier_delivery_order {
+sub action_save_and_new_record {
   my ($self) = @_;
-
-  $self->save_and_redirect_to(
-    controller => 'controller.pl',
-    action     => 'DeliveryOrder/add_from_order',
-    type       => 'supplier_delivery_order',
+  my $to_type = $::form->{to_type};
+  my $to_controller = get_object_name_from_type($to_type);
+
+  $self->save();
+  flash_later('info', $self->type_data->text('saved'));
+
+  my %additional_params = ();
+  if ($::form->{only_selected_item_positions}) { # ids can be unset before save
+    my $item_positions = $::form->{selected_item_positions} || [];
+    my @from_item_ids = map { $self->order->items_sorted->[$_]->id } @$item_positions;
+    $additional_params{from_item_ids} = \@from_item_ids;
+  }
+
+  $self->redirect_to(
+    controller => $to_controller,
+    action     => 'add_from_record',
+    type       => $to_type,
+    from_id    => $self->order->id,
+    from_type  => $self->order->type,
+    email_journal_id    => $::form->{workflow_email_journal_id},
+    email_attachment_id => $::form->{workflow_email_attachment_id},
+    callback            => $::form->{workflow_email_callback},
+    %additional_params,
   );
 }
 
@@ -725,6 +835,9 @@ sub action_save_and_invoice {
   $self->save_and_redirect_to(
     controller => 'oe.pl',
     action     => 'oe_invoice_from_order',
+    email_journal_id    => $::form->{workflow_email_journal_id},
+    email_attachment_id => $::form->{workflow_email_attachment_id},
+    callback            => $::form->{workflow_email_callback},
   );
 }
 
@@ -735,6 +848,9 @@ sub action_save_and_invoice_for_advance_payment {
     controller       => 'oe.pl',
     action           => 'oe_invoice_from_order',
     new_invoice_type => 'invoice_for_advance_payment',
+    email_journal_id    => $::form->{workflow_email_journal_id},
+    email_attachment_id => $::form->{workflow_email_attachment_id},
+    callback            => $::form->{workflow_email_callback},
   );
 }
 
@@ -745,27 +861,25 @@ sub action_save_and_final_invoice {
     controller       => 'oe.pl',
     action           => 'oe_invoice_from_order',
     new_invoice_type => 'final_invoice',
+    email_journal_id    => $::form->{workflow_email_journal_id},
+    email_attachment_id => $::form->{workflow_email_attachment_id},
+    callback            => $::form->{workflow_email_callback},
   );
 }
 
-# workflow from sales order to sales quotation
-sub action_sales_quotation {
-  $_[0]->workflow_sales_or_request_for_quotation();
-}
-
-# workflow from sales order to sales quotation
-sub action_request_for_quotation {
-  $_[0]->workflow_sales_or_request_for_quotation();
-}
-
-# workflow from sales quotation to sales order
-sub action_sales_order {
-  $_[0]->workflow_sales_or_purchase_order();
-}
+# workflows to all types of this controller
+sub action_save_and_order_workflow {
+  my ($self) = @_;
 
-# workflow from rfq to purchase order
-sub action_purchase_order {
-  $_[0]->workflow_sales_or_purchase_order();
+  $self->save_and_redirect_to(
+    action     => 'order_workflow',
+    type       => $self->type,
+    to_type    => $::form->{to_type},
+    use_shipto => $::form->{use_shipto},
+    email_journal_id    => $::form->{workflow_email_journal_id},
+    email_attachment_id => $::form->{workflow_email_attachment_id},
+    callback            => $::form->{workflow_email_callback},
+  );
 }
 
 # workflow from purchase order to ap transaction
@@ -775,16 +889,64 @@ sub action_save_and_ap_transaction {
   $self->save_and_redirect_to(
     controller => 'ap.pl',
     action     => 'add_from_purchase_order',
+    email_journal_id    => $::form->{workflow_email_journal_id},
+    email_attachment_id => $::form->{workflow_email_attachment_id},
+    callback            => $::form->{workflow_email_callback},
   );
 }
 
+sub action_order_workflow {
+  my ($self) = @_;
+
+  $self->load_order;
+
+  my $destination_type = $::form->{to_type} ? $::form->{to_type} : '';
+
+  my $from_side        = $self->order->is_sales ? 'sales' : 'purchase';
+  my $to_side          = (any { $destination_type eq $_ } (SALES_ORDER_INTAKE_TYPE(), SALES_ORDER_TYPE(), SALES_QUOTATION_TYPE())) ? 'sales' : 'purchase';
+
+  # check for direct delivery
+  # copy shipto in custom shipto (custom shipto will be copied by new_from() in case)
+  my $custom_shipto;
+  if (   $from_side eq 'sales' && $to_side eq 'purchase'
+      && $::form->{use_shipto} && $self->order->shipto) {
+    $custom_shipto = $self->order->shipto->clone('SL::DB::Order');
+  }
+
+  my $no_linked_records =    (any { $destination_type eq $_ } (SALES_QUOTATION_TYPE(), REQUEST_QUOTATION_TYPE()))
+                          && $from_side eq $to_side;
+
+  $self->order(SL::Model::Record->new_from_workflow($self->order, $destination_type, no_linked_records => $no_linked_records));
+
+  delete $::form->{id};
+
+  if (!$no_linked_records) {
+    $self->{converted_from_oe_id}         = $self->order->{ RECORD_ID()      };
+    $_   ->{converted_from_orderitems_id} = $_          ->{ RECORD_ITEM_ID() } for @{ $self->order->items_sorted };
+  }
+
+  if ($from_side eq 'sales' && $to_side eq 'purchase') {
+    if ($::form->{use_shipto}) {
+      $self->order->custom_shipto($custom_shipto) if $custom_shipto;
+    } else {
+      # remove any custom shipto if not wanted
+      $self->order->custom_shipto(SL::DB::Shipto->new(module => 'OE', custom_variables => []));
+    }
+  }
+
+  $self->reinit_after_new_order();
+
+  $self->action_add;
+}
+
 # set form elements in respect to a changed customer or vendor
 #
 # This action is called on an change of the customer/vendor picker.
 sub action_customer_vendor_changed {
   my ($self) = @_;
 
-  setup_order_from_cv($self->order);
+  $self->order(SL::Model::Record->update_after_customer_vendor_change($self->order));
+
   $self->recalc();
 
   my $cv_method = $self->cv;
@@ -829,45 +991,6 @@ sub action_customer_vendor_changed {
   $self->js->render();
 }
 
-# open the dialog for customer/vendor details
-sub action_show_customer_vendor_details_dialog {
-  my ($self) = @_;
-
-  my $is_customer = 'customer' eq $::form->{vc};
-  my $cv;
-  if ($is_customer) {
-    $cv = SL::DB::Customer->new(id => $::form->{vc_id})->load;
-  } else {
-    $cv = SL::DB::Vendor->new(id => $::form->{vc_id})->load;
-  }
-
-  my %details = map { $_ => $cv->$_ } @{$cv->meta->columns};
-  $details{discount_as_percent} = $cv->discount_as_percent;
-  $details{creditlimt}          = $cv->creditlimit_as_number;
-  $details{business}            = $cv->business->description      if $cv->business;
-  $details{language}            = $cv->language_obj->description  if $cv->language_obj;
-  $details{delivery_terms}      = $cv->delivery_term->description if $cv->delivery_term;
-  $details{payment_terms}       = $cv->payment->description       if $cv->payment;
-  $details{pricegroup}          = $cv->pricegroup->pricegroup     if $is_customer && $cv->pricegroup;
-
-  if ($is_customer) {
-    foreach my $entry (@{ $cv->additional_billing_addresses }) {
-      push @{ $details{ADDITIONAL_BILLING_ADDRESSES} },   { map { $_ => $entry->$_ } @{$entry->meta->columns} };
-    }
-  }
-  foreach my $entry (@{ $cv->shipto }) {
-    push @{ $details{SHIPTO} },   { map { $_ => $entry->$_ } @{$entry->meta->columns} };
-  }
-  foreach my $entry (@{ $cv->contacts }) {
-    push @{ $details{CONTACTS} }, { map { $_ => $entry->$_ } @{$entry->meta->columns} };
-  }
-
-  $_[0]->render('common/show_vc_details', { layout => 0 },
-                is_customer => $is_customer,
-                %details);
-
-}
-
 # called if a unit in an existing item row is changed
 sub action_unit_changed {
   my ($self) = @_;
@@ -899,41 +1022,16 @@ sub action_update_item_input_row {
 
   my $record       = $self->order;
   my $item         = SL::DB::OrderItem->new(%$form_attr);
-  my $part         = SL::DB::Part->new(id => $::form->{add_item}->{parts_id})->load;
-  my $price_source = SL::PriceSource->new(record_item => $item, record => $record);
-
-  $item->unit($part->unit);
-
-  my $price_src;
-  if ( $part->is_assortment ) {
-    # add assortment items with price 0, as the components carry the price
-    $price_src = $price_source->price_from_source("");
-    $price_src->price(0);
-  } elsif (defined $item->sellprice) {
-    $price_src = $price_source->price_from_source("");
-    $price_src->price($item->sellprice);
-  } else {
-    $price_src = $price_source->best_price
-               ? $price_source->best_price
-               : $price_source->price_from_source("");
-    $price_src->price($::form->round_amount($price_src->price / $record->exchangerate, 5)) if $record->exchangerate;
-    $price_src->price(0) if !$price_source->best_price;
-  }
+  $item->qty(1) if !$item->qty;
+  $item->unit($item->part->unit);
 
-  my $discount_src;
-  if (defined $item->discount) {
-    $discount_src = $price_source->discount_from_source("");
-    $discount_src->discount($item->discount);
-  } else {
-    $discount_src = $price_source->best_discount
-                  ? $price_source->best_discount
-                  : $price_source->discount_from_source("");
-    $discount_src->discount(0) if !$price_source->best_discount;
-  }
+  my ($price_src, $discount_src) = SL::Model::Record->get_best_price_and_discount_source($record, $item, ignore_given => 0);
+
+  my $texts = get_part_texts($item->part, $record->language_id);
 
   $self->js
     ->val     ('#add_item_unit',                $item->unit)
-    ->val     ('#add_item_description',         $part->description)
+    ->val     ('#add_item_description',         $texts->{description})
     ->val     ('#add_item_sellprice_as_number', '')
     ->attr    ('#add_item_sellprice_as_number', 'placeholder', $price_src->price_as_number)
     ->attr    ('#add_item_sellprice_as_number', 'title',       $price_src->source_description)
@@ -973,7 +1071,7 @@ sub action_add_item {
       ->before ('.row_entry:has(#item_' . $::form->{insert_before_item_id} . ')', $row_as_html);
   } else {
     $self->js
-      ->append('#row_table_id', $row_as_html);
+      ->before('#row_table_footer', $row_as_html);
   }
 
   if ( $item->part->is_assortment ) {
@@ -1003,7 +1101,7 @@ sub action_add_item {
           ->before ('.row_entry:has(#item_' . $::form->{insert_before_item_id} . ')', $row_as_html);
       } else {
         $self->js
-          ->append('#row_table_id', $row_as_html);
+          ->before('#row_table_footer', $row_as_html);
       }
     };
   };
@@ -1012,12 +1110,19 @@ sub action_add_item {
     ->val('.add_item_input', '')
     ->attr('.add_item_input', 'placeholder', '')
     ->attr('.add_item_input', 'title', '')
+    ->attr('#add_item_qty_as_number', 'placeholder', '1')
     ->run('kivi.Order.init_row_handlers')
     ->run('kivi.Order.renumber_positions')
     ->focus('#add_item_parts_id_name');
 
   $self->js->run('kivi.Order.row_table_scroll_down') if !$::form->{insert_before_item_id};
 
+  # alternate scroll behaviour if item input below positions and unlimited scroll height
+  $self->js->run('kivi.Order.scroll_page_after_row_insert', $item_id)
+    if 0 == SL::Helper::UserPreferences::PositionsScrollbar->new()->get_height
+    && SL::Helper::UserPreferences::ItemInputPosition->new()->get_order_item_input_position
+       // $::instance_conf->get_order_item_input_position;
+
   $self->js_redisplay_amounts_and_taxes;
   $self->js->render();
 }
@@ -1178,31 +1283,25 @@ sub action_create_part {
 sub action_return_from_create_part {
   my ($self) = @_;
 
-  $self->{created_part} = SL::DB::Part->new(id => delete $::form->{new_parts_id})->load if $::form->{new_parts_id};
+  $self->{created_part} = SL::DB::Part->new(
+    id => delete $::form->{new_parts_id}
+  )->load if $::form->{new_parts_id};
 
   $::auth->restore_form_from_session(delete $::form->{previousform});
 
-  # set item ids to new fake id, to identify them as new items
-  foreach my $item (@{$self->order->items_sorted}) {
-    $item->{new_fake_id} = join('_', 'new', Time::HiRes::gettimeofday(), int rand 1000000000000);
-  }
-
-  $self->recalc();
-  $self->get_unalterable_data();
-  $self->pre_render();
-
-  # trigger rendering values for second row/longdescription as hidden,
-  # because they are loaded only on demand. So we need to keep the values
-  # from the source.
-  $_->{render_second_row}      = 1 for @{ $self->order->items_sorted };
-  $_->{render_longdescription} = 1 for @{ $self->order->items_sorted };
-
-  $self->render(
-    'order/form',
-    title => $self->get_title_for('edit'),
-    %{$self->{template_args}}
-  );
+  $self->order($self->init_order);
+  $self->reinit_after_new_order();
 
+  if ($self->order->id) {
+    $self->pre_render();
+    $self->render(
+      'order/form',
+      title => $self->type_data->text('edit'),
+      %{$self->{template_args}}
+    );
+  } else {
+    $self->action_add;
+  }
 }
 
 # load the second row for one or more items
@@ -1238,27 +1337,7 @@ sub action_update_row_from_master_data {
     $item->description($texts->{description});
     $item->longdescription($texts->{longdescription});
 
-    my $price_source = SL::PriceSource->new(record_item => $item, record => $self->order);
-
-    my $price_src;
-    if ($item->part->is_assortment) {
-    # add assortment items with price 0, as the components carry the price
-      $price_src = $price_source->price_from_source("");
-      $price_src->price(0);
-    } else {
-      $price_src = $price_source->best_price
-                 ? $price_source->best_price
-                 : $price_source->price_from_source("");
-      $price_src->price($::form->round_amount($price_src->price / $self->order->exchangerate, 5)) if $self->order->exchangerate;
-      $price_src->price(0) if !$price_source->best_price;
-    }
-
-    my $discount_src;
-    $discount_src = $price_source->best_discount
-                  ? $price_source->best_discount
-                  : $price_source->discount_from_source("");
-    $discount_src->discount(0) if !$price_source->best_discount;
-
+    my ($price_src, $discount_src) = SL::Model::Record->get_best_price_and_discount_source($self->order, $item, ignore_given => 1);
     $item->sellprice($price_src->price);
     $item->active_price_source($price_src);
     $item->discount($discount_src->discount);
@@ -1286,6 +1365,121 @@ sub action_update_row_from_master_data {
   $self->js->render();
 }
 
+sub action_save_phone_note {
+  my ($self) = @_;
+
+  my $phone_note = $self->parse_phone_note;
+  my $is_new     = !$phone_note->id;
+
+  $phone_note->save;
+  $self->order(SL::DB::Order->new(id => $self->order->id)->load);
+
+  my $tab_as_html = $self->p->render('order/tabs/phone_notes', SELF => $self);
+
+  return $self->js
+    ->replaceWith('#phone-notes', $tab_as_html)
+    ->html('#num_phone_notes', (scalar @{$self->order->phone_notes}) ? ' (' . scalar @{$self->order->phone_notes} . ')' : '')
+    ->flash('info', $is_new ? t8('Phone note has been created.') : t8('Phone note has been updated.'))
+    ->reinit_widgets
+    ->render;
+}
+
+sub action_delete_phone_note {
+  my ($self) = @_;
+
+  my $phone_note = first { $_->id == $::form->{phone_note}->{id} } @{$self->order->phone_notes};
+
+  return $self->js->flash('error', t8('Phone note not found for this order.'))->render if !$phone_note;
+
+  $phone_note->delete;
+  $self->order(SL::DB::Order->new(id => $self->order->id)->load);
+
+  my $tab_as_html = $self->p->render('order/tabs/phone_notes', SELF => $self);
+
+  return $self->js
+    ->replaceWith('#phone-notes', $tab_as_html)
+    ->html('#num_phone_notes', (scalar @{$self->order->phone_notes}) ? ' (' . scalar @{$self->order->phone_notes} . ')' : '')
+    ->flash('info', t8('Phone note has been deleted.'))
+    ->reinit_widgets
+    ->render;
+}
+
+sub action_close_quotations {
+  my ($self) = @_;
+
+  my @redirect_params = $::form->{callback} ? ($::form->{callback})
+                                            : (controller => 'LoginScreen', action => 'user_login');
+
+  if (!$::form->{ids} || !@{$::form->{ids}}) {
+    flash_later('info', t8('Nothing selected!'));
+    $self->redirect_to(@redirect_params);
+    $::dispatcher->end_request;
+  }
+
+  my $sales_quotations   = SL::DB::Manager::Order->get_all(where => [id            => $::form->{ids},
+                                                                     or             => [closed => 0, closed => undef],
+                                                                     record_type    => SALES_QUOTATION_TYPE()]);
+
+  my $request_quotations = SL::DB::Manager::Order->get_all(where => [id            => $::form->{ids},
+                                                                     or             => [closed => 0, closed => undef],
+                                                                     record_type    => REQUEST_QUOTATION_TYPE()]);
+
+  $::auth->assert('sales_quotation_edit')   if scalar @$sales_quotations;
+  $::auth->assert('request_quotation_edit') if scalar @$request_quotations;
+
+  my $employee_id = SL::DB::Manager::Employee->current->id;
+  SL::DB->client->with_transaction(sub {
+    SL::DB::Manager::Order->update_all(set   => {closed => 1},
+                                       where => [id => $::form->{ids}]);
+
+    foreach my $quotation (@$sales_quotations, @$request_quotations) {
+      SL::DB::History->new(
+        trans_id    => $quotation->id,
+        employee_id => $employee_id,
+        what_done   => $quotation->type,
+        snumbers    => 'quonumber_' . $quotation->number,
+        addition    => 'SAVED',
+      )->save;
+    }
+
+    1;
+  }) || do {
+    $::form->error(t8('Closing the selected quotations failed: #1', SL::DB->client->error));
+  };
+
+  flash_later('info', t8('The selected quotations where closed.'));
+  $self->redirect_to(@redirect_params);
+}
+
+sub action_show_conversion_to_purchase_delivery_order_item_selection {
+  my ($self) = @_;
+
+  my $items = $self->order->items_sorted;
+
+  if (@$items) {
+    my @part_ids          = uniq map { $_->{parts_id} } @$items;
+    my %parts_by_id       = map { ($_->id => $_) } @{ SL::DB::Manager::Part->get_all(where => [ id => \@part_ids ]) };
+    my %make_models_by_id = map { ($_->parts_id => $_->model) } @{
+      SL::DB::Manager::MakeModel->get_all(
+        where => [
+          parts_id => \@part_ids,
+          make     => $::form->{order}->{vendor_id},
+        ])
+    };
+
+    foreach my $item (@$items) {
+      $item->{partnumber}        = $parts_by_id{ $item->{parts_id} }->partnumber;
+      $item->{vendor_partnumber} = $make_models_by_id{ $item->{parts_id} };
+    }
+  }
+
+  $self->render(
+    'order/tabs/_purchase_delivery_order_item_selection',
+    { layout => 0 },
+    ITEMS => $items,
+  );
+}
+
 sub js_load_second_row {
   my ($self, $item, $item_id, $do_parse) = @_;
 
@@ -1382,7 +1576,8 @@ sub js_reset_order_and_item_ids_after_save {
 
   $self->js
     ->val('#id', $self->order->id)
-    ->val('#converted_from_oe_id', '')
+    ->val('#converted_from_record_type_ref', '')
+    ->val('#converted_from_record_id',  '')
     ->val('#order_' . $self->nr_key(), $self->order->number);
 
   my $idx = 0;
@@ -1396,7 +1591,9 @@ sub js_reset_order_and_item_ids_after_save {
   } continue {
     $idx++;
   }
-  $self->js->val('[name="converted_from_orderitems_ids[+]"]', '');
+  $self->js->val('[name="converted_from_record_item_type_refs[+]"]', '');
+  $self->js->val('[name="converted_from_record_item_ids[+]"]', '');
+  $self->js->val('[name="basket_item_ids[+]"]', '');
 }
 
 #
@@ -1404,27 +1601,24 @@ sub js_reset_order_and_item_ids_after_save {
 #
 
 sub init_valid_types {
-  [ sales_order_type(), purchase_order_type(), sales_quotation_type(), request_quotation_type() ];
+  $_[0]->type_data->valid_types;
 }
 
 sub init_type {
   my ($self) = @_;
 
-  if (none { $::form->{type} eq $_ } @{$self->valid_types}) {
+  my $type = $self->order->record_type;
+  if (none { $type eq $_ } @{$self->valid_types}) {
     die "Not a valid type for order";
   }
 
-  $self->type($::form->{type});
+  $self->type($type);
 }
 
 sub init_cv {
   my ($self) = @_;
 
-  my $cv = (any { $self->type eq $_ } (sales_order_type(),    sales_quotation_type()))   ? 'customer'
-         : (any { $self->type eq $_ } (purchase_order_type(), request_quotation_type())) ? 'vendor'
-         : die "Not a valid type for order";
-
-  return $cv;
+  return $self->type_data->properties('customervendor');
 }
 
 sub init_search_cvpartnumber {
@@ -1458,31 +1652,33 @@ sub init_all_price_factors {
 
 sub init_part_picker_classification_ids {
   my ($self)    = @_;
-  my $attribute = 'used_for_' . ($self->type =~ m{sales} ? 'sale' : 'purchase');
 
-  return [ map { $_->id } @{ SL::DB::Manager::PartClassification->get_all(where => [ $attribute => 1 ]) } ];
+  return [ map { $_->id } @{ SL::DB::Manager::PartClassification->get_all(
+    where => $self->type_data->part_classification_query()) } ];
+}
+
+sub init_is_final_version {
+  # VALID States for current Sales Version
+  # 1. save create version without email_id             -> open
+  # 2. send email set email_id for version 1            -> final
+  # 3. save and subversion new version without email_id -> open
+  # 4. send email set email_id for current subversion   -> final
+  # for all versions > 1 set postfix -2 .. -n for recordnumber
+  return $::instance_conf->get_lock_oe_subversions    ?  # conf enabled
+         $_[0]->order->id                             ?  # is saved
+         $_[0]->order->is_final_version               :  # is final
+         undef                                        :  # is not final
+         undef;                                          # conf disabled
 }
 
 sub check_auth {
   my ($self) = @_;
-
-  my $right_for = { map { $_ => $_.'_edit' . ' | ' . $_.'_view' } @{$self->valid_types} };
-
-  my $right   = $right_for->{ $self->type };
-  $right    ||= 'DOES_NOT_EXIST';
-
-  $::auth->assert($right);
+  $::auth->assert($self->type_data->rights('view'));
 }
 
 sub check_auth_for_edit {
   my ($self) = @_;
-
-  my $right_for = { map { $_ => $_.'_edit' } @{$self->valid_types} };
-
-  my $right   = $right_for->{ $self->type };
-  $right    ||= 'DOES_NOT_EXIST';
-
-  $::auth->assert($right);
+  $::auth->assert($self->type_data->rights('edit'));
 }
 
 # build the selection box for contacts
@@ -1565,7 +1761,13 @@ sub build_tax_rows {
 
   my $rows_as_html;
   foreach my $tax (sort { $a->{tax}->rate cmp $b->{tax}->rate } @{ $self->{taxes} }) {
-    $rows_as_html .= $self->p->render('order/tabs/_tax_row', TAX => $tax, TAXINCLUDED => $self->order->taxincluded);
+    $rows_as_html .= $self->p->render(
+      'order/tabs/_tax_row',
+      SELF => $self,
+      TAX => $tax,
+      TAXINCLUDED => $self->order->taxincluded,
+      QUOTATION => $self->order->quotation
+    );
   }
   return $rows_as_html;
 }
@@ -1599,9 +1801,7 @@ sub load_order {
 
   $self->order(SL::DB::Order->new(id => $::form->{id})->load);
 
-  # Add an empty custom shipto to the order, so that the dialog can render the cvar inputs.
-  # You need a custom shipto object to call cvars_by_config to get the cvars.
-  $self->order->custom_shipto(SL::DB::Shipto->new(module => 'OE', custom_variables => [])) if !$self->order->custom_shipto;
+  $self->reinit_after_new_order();
 
   return $self->order;
 }
@@ -1619,27 +1819,53 @@ sub make_order {
   # be retrieved via items until the order is saved. Adding empty items to new
   # order here solves this problem.
   my $order;
-  $order   = SL::DB::Order->new(id => $::form->{id})->load(with => [ 'orderitems', 'orderitems.part' ]) if $::form->{id};
-  $order ||= SL::DB::Order->new(orderitems  => [],
-                                quotation   => (any { $self->type eq $_ } (sales_quotation_type(), request_quotation_type())),
-                                currency_id => $::instance_conf->get_currency_id(),);
+  if ($::form->{id}) {
+    $order   = SL::DB::Order->new(
+      id => $::form->{id}
+    )->load(
+      with => [
+        'orderitems',
+        'orderitems.part',
+      ]
+    );
+  } else {
+    $order = SL::DB::Order->new(
+      orderitems  => [],
+      record_type => $::form->{type},
+      currency_id => $::instance_conf->get_currency_id(),
+    );
+    $order = SL::Model::Record->update_after_new($order)
+  }
 
-  my $cv_id_method = $self->cv . '_id';
+  my $cv_id_method = $order->type_data->properties('customervendor'). '_id';
   if (!$::form->{id} && $::form->{$cv_id_method}) {
     $order->$cv_id_method($::form->{$cv_id_method});
-    setup_order_from_cv($order);
+    $order = SL::Model::Record->update_after_customer_vendor_change($order);
   }
 
-  my $form_orderitems                  = delete $::form->{order}->{orderitems};
-  my $form_periodic_invoices_config    = delete $::form->{order}->{periodic_invoices_config};
+  # don't assign hashes as objects
+  my $form_orderitems               = delete $::form->{order}->{orderitems};
+  my $form_periodic_invoices_config = delete $::form->{order}->{periodic_invoices_config};
 
   $order->assign_attributes(%{$::form->{order}});
 
+  # restore form values
+  $::form->{order}->{orderitems}               = $form_orderitems;
+  $::form->{order}->{periodic_invoices_config} = $form_periodic_invoices_config;
+
   $self->setup_custom_shipto_from_form($order, $::form);
 
-  if (my $periodic_invoices_config_attrs = $form_periodic_invoices_config ? SL::YAML::Load($form_periodic_invoices_config) : undef) {
-    my $periodic_invoices_config = $order->periodic_invoices_config || $order->periodic_invoices_config(SL::DB::PeriodicInvoicesConfig->new);
-    $periodic_invoices_config->assign_attributes(%$periodic_invoices_config_attrs);
+  if (
+    my $periodic_invoices_config_attrs = $form_periodic_invoices_config ?
+        SL::YAML::Load($form_periodic_invoices_config)
+      : undef
+  ) {
+    my $periodic_invoices_config =
+         $order->periodic_invoices_config
+      || $order->periodic_invoices_config(SL::DB::PeriodicInvoicesConfig->new);
+    $periodic_invoices_config->assign_attributes(
+      %$periodic_invoices_config_attrs
+    );
   }
 
   # remove deleted items
@@ -1710,80 +1936,46 @@ sub new_item {
   }
 
   $item->assign_attributes(%$attr);
+  $item->qty(1.0)                   if !$item->qty;
+  $item->unit($item->part->unit)    if !$item->unit;
 
-  my $part         = SL::DB::Part->new(id => $attr->{parts_id})->load;
-  my $price_source = SL::PriceSource->new(record_item => $item, record => $record);
-
-  $item->qty(1.0)          if !$item->qty;
-  $item->unit($part->unit) if !$item->unit;
+  my ($price_src, $discount_src) = SL::Model::Record->get_best_price_and_discount_source($record, $item, ignore_given => 0);
 
-  my $price_src;
-  if ( $part->is_assortment ) {
-    # add assortment items with price 0, as the components carry the price
-    $price_src = $price_source->price_from_source("");
-    $price_src->price(0);
-  } elsif (defined $item->sellprice) {
-    $price_src = $price_source->price_from_source("");
-    $price_src->price($item->sellprice);
-  } else {
-    $price_src = $price_source->best_price
-               ? $price_source->best_price
-               : $price_source->price_from_source("");
-    $price_src->price($::form->round_amount($price_src->price / $record->exchangerate, 5)) if $record->exchangerate;
-    $price_src->price(0) if !$price_source->best_price;
-  }
-
-  my $discount_src;
-  if (defined $item->discount) {
-    $discount_src = $price_source->discount_from_source("");
-    $discount_src->discount($item->discount);
-  } else {
-    $discount_src = $price_source->best_discount
-                  ? $price_source->best_discount
-                  : $price_source->discount_from_source("");
-    $discount_src->discount(0) if !$price_source->best_discount;
-  }
+  my $texts = get_part_texts($item->part, $record->language_id);
 
   my %new_attr;
-  $new_attr{part}                   = $part;
-  $new_attr{description}            = $part->description     if ! $item->description;
-  $new_attr{price_factor_id}        = $part->price_factor_id if ! $item->price_factor_id;
+  $new_attr{description}            = $texts->{description}        if ! $item->description;
+  $new_attr{qty}                    = 1.0                          if ! $item->qty;
+  $new_attr{price_factor_id}        = $item->part->price_factor_id if ! $item->price_factor_id;
   $new_attr{sellprice}              = $price_src->price;
   $new_attr{discount}               = $discount_src->discount;
   $new_attr{active_price_source}    = $price_src;
   $new_attr{active_discount_source} = $discount_src;
-  $new_attr{longdescription}        = $part->notes           if ! defined $attr->{longdescription};
+  $new_attr{longdescription}        = $texts->{longdescription}    if ! defined $attr->{longdescription};
   $new_attr{project_id}             = $record->globalproject_id;
-  $new_attr{lastcost}               = $record->is_sales ? $part->lastcost : 0;
+  $new_attr{lastcost}               = $record->is_sales ? $item->part->lastcost : 0;
 
   # add_custom_variables adds cvars to an orderitem with no cvars for saving, but
   # they cannot be retrieved via custom_variables until the order/orderitem is
   # saved. Adding empty custom_variables to new orderitem here solves this problem.
   $new_attr{custom_variables} = [];
 
-  my $texts = get_part_texts($part, $record->language_id, description => $new_attr{description}, longdescription => $new_attr{longdescription});
-
-  $item->assign_attributes(%new_attr, %{ $texts });
+  $item->assign_attributes(%new_attr);
 
   return $item;
 }
 
-sub setup_order_from_cv {
-  my ($order) = @_;
-
-  $order->$_($order->customervendor->$_) for (qw(taxzone_id payment_id delivery_term_id currency_id language_id));
-
-  $order->intnotes($order->customervendor->notes);
-
-  return if !$order->is_sales;
-
-  $order->salesman_id($order->customer->salesman_id || SL::DB::Manager::Employee->current->id);
-  $order->taxincluded(defined($order->customer->taxincluded_checked)
-                      ? $order->customer->taxincluded_checked
-                      : $::myconfig{taxincluded_checked});
+sub get_basket_info_from_from {
+  my ($self) = @_;
 
-  my $address = $order->customer->default_billing_address;;
-  $order->billing_address_id($address ? $address->id : undef);
+  my $order = $self->order;
+  my $basket_item_ids = $::form->{basket_item_ids};
+  if (scalar @{ $basket_item_ids || [] }) {
+    for my $idx (0 .. $#{ $order->items_sorted }) {
+      my $order_item = $order->items_sorted->[$idx];
+      $order_item->{basket_item_id} = $basket_item_ids->[$idx];
+    }
+  }
 }
 
 # setup custom shipto from form
@@ -1800,7 +1992,11 @@ sub setup_custom_shipto_from_form {
   if ($order->shipto) {
     $self->is_custom_shipto_to_delete(1);
   } else {
-    my $custom_shipto = $order->custom_shipto || $order->custom_shipto(SL::DB::Shipto->new(module => 'OE', custom_variables => []));
+    my $custom_shipto =
+       $order->custom_shipto
+    || $order->custom_shipto(
+         SL::DB::Shipto->new(module => 'OE', custom_variables => [])
+       );
 
     my $shipto_cvars  = {map { my ($key) = m{^shiptocvar_(.+)}; $key => delete $form->{$_}} grep { m{^shiptocvar_} } keys %$form};
     my $shipto_attrs  = {map {                                  $_   => delete $form->{$_}} grep { m{^shipto}      } keys %$form};
@@ -1845,196 +2041,186 @@ sub get_unalterable_data {
   }
 }
 
-# delete the order
+# parse new or updated phone note
 #
-# And remove related files in the spool directory
-sub delete {
+# And put them into the order object.
+sub parse_phone_note {
   my ($self) = @_;
 
-  my $errors = [];
-  my $db     = $self->order->db;
+  if (!$::form->{phone_note}->{subject} || !$::form->{phone_note}->{body}) {
+    die t8('Phone note needs a subject and a body.');
+  }
 
-  $db->with_transaction(
-    sub {
-      my @spoolfiles = grep { $_ } map { $_->spoolfile } @{ SL::DB::Manager::Status->get_all(where => [ trans_id => $self->order->id ]) };
-      $self->order->delete;
-      my $spool = $::lx_office_conf{paths}->{spool};
-      unlink map { "$spool/$_" } @spoolfiles if $spool;
+  my $phone_note;
+  if ($::form->{phone_note}->{id}) {
+    $phone_note = first { $_->id == $::form->{phone_note}->{id} } @{$self->order->phone_notes};
+    die t8('Phone note not found for this order.') if !$phone_note;
+  }
 
-      $self->save_history('DELETED');
+  $phone_note = SL::DB::Note->new() if !$phone_note;
+  my $is_new  = !$phone_note->id;
 
-      1;
-  }) || push(@{$errors}, $db->error);
+  $phone_note->assign_attributes(%{ $::form->{phone_note} },
+                                 trans_id     => $self->order->id,
+                                 trans_module => 'oe',
+                                 employee     => SL::DB::Manager::Employee->current);
 
-  return $errors;
+  $self->order->add_phone_notes($phone_note) if $is_new;
+  return $phone_note;
 }
 
-# save the order
-#
-# And delete items that are deleted in the form.
-sub save {
+sub check_if_periodic_invoices_contact_matches_customer {
   my ($self) = @_;
 
-  my $errors = [];
-  my $db     = $self->order->db;
-
-  $db->with_transaction(sub {
-    # delete custom shipto if it is to be deleted or if it is empty
-    if ($self->order->custom_shipto && ($self->is_custom_shipto_to_delete || $self->order->custom_shipto->is_empty)) {
-      $self->order->custom_shipto->delete if $self->order->custom_shipto->shipto_id;
-      $self->order->custom_shipto(undef);
-    }
-
-    SL::DB::OrderItem->new(id => $_)->delete for @{$self->item_ids_to_delete || []};
-    $self->order->save(cascade => 1);
-
-    # link records
-    if ($::form->{converted_from_oe_id}) {
-      my @converted_from_oe_ids = split ' ', $::form->{converted_from_oe_id};
-
-      foreach my $converted_from_oe_id (@converted_from_oe_ids) {
-        my $src = SL::DB::Order->new(id => $converted_from_oe_id)->load;
-        $src->update_attributes(closed => 1) if $src->type =~ /_quotation$/;
-        $src->link_to_record($self->order);
-      }
-      if (scalar @{ $::form->{converted_from_orderitems_ids} || [] }) {
-        my $idx = 0;
-        foreach (@{ $self->order->items_sorted }) {
-          my $from_id = $::form->{converted_from_orderitems_ids}->[$idx];
-          next if !$from_id;
-          SL::DB::RecordLink->new(from_table => 'orderitems',
-                                  from_id    => $from_id,
-                                  to_table   => 'orderitems',
-                                  to_id      => $_->id
-          )->save;
-          $idx++;
-        }
-      }
-
-      $self->link_requirement_specs_linking_to_created_from_objects(@converted_from_oe_ids);
-    }
+  return if !$self->order->is_type(SL::DB::Order::SALES_ORDER_TYPE());
 
-    $self->set_project_in_linked_requirement_specs if $self->order->globalproject_id;
+  my $cfg = SL::DB::Manager::PeriodicInvoicesConfig->find_by(oe_id => $self->order->id);
+  return if !$cfg || !$cfg->email_recipient_contact_id;
 
-    $self->save_history('SAVED');
+  my $contact = SL::DB::Manager::Contact->find_by(cp_id => $cfg->email_recipient_contact_id);
+  return if !$contact;
 
-    1;
-  }) || push(@{$errors}, $db->error);
-
-  return $errors;
+  if ($contact->cp_cv_id != $self->order->customer_id) {
+    $cfg->update_attributes(email_recipient_contact_id => undef);
+  }
 }
 
-sub workflow_sales_or_request_for_quotation {
+# save the order
+#
+# And delete items that are deleted in the form.
+sub save {
   my ($self) = @_;
 
-  # always save
-  my $errors = $self->save();
+  my $is_new = !$self->order->id;
 
-  if (scalar @{ $errors }) {
-    $self->js->flash('error', $_) for @{ $errors };
-    return $self->js->render();
-  }
+  $self->parse_phone_note if $::form->{phone_note}->{subject} || $::form->{phone_note}->{body};
 
-  my $destination_type = $::form->{type} eq sales_order_type() ? sales_quotation_type() : request_quotation_type();
+  # Test for order locked items if they are not wanted for this record type.
+  if ($self->type_data->no_order_locked_parts) {
+    my @order_locked_positions = map { $_->position } grep { $_->part->order_locked } @{ $self->order->items_sorted };
+    die t8('This record contains not orderable items at position #1', join ', ', @order_locked_positions) if @order_locked_positions;
+  }
 
-  $self->order(SL::DB::Order->new_from($self->order, destination_type => $destination_type));
-  delete $::form->{id};
+  # create first version if none exists
+  $self->order->add_order_version(SL::DB::OrderVersion->new(version => 1)) if !$self->order->order_version;
 
-  # no linked records from order to quotations
-  delete $::form->{$_} for qw(converted_from_oe_id converted_from_orderitems_ids);
+  set_record_link_conversions($self->order,
+    delete $::form->{RECORD_TYPE_REF()}
+      => delete $::form->{RECORD_ID()},
+    delete $::form->{RECORD_ITEM_TYPE_REF()}
+      => delete $::form->{RECORD_ITEM_ID()},
+  );
 
-  # set item ids to new fake id, to identify them as new items
-  foreach my $item (@{$self->order->items_sorted}) {
-    $item->{new_fake_id} = join('_', 'new', Time::HiRes::gettimeofday(), int rand 1000000000000);
+  my @converted_from_oe_ids;
+  if ($self->order->{RECORD_TYPE_REF()} eq 'SL::DB::Order'
+      && $self->order->{RECORD_ID()}) {
+    @converted_from_oe_ids = split ' ', $self->order->{RECORD_ID()};
+  }
+
+  # check for purchase basket items
+  my %basket_item_id_to_orderitem =
+    map { $_->{basket_item_id} => $_ }
+    grep { $_->{basket_item_id} ne '' }
+    $self->order->orderitems;
+  my @basket_item_ids = keys %basket_item_id_to_orderitem;
+  if (scalar @basket_item_ids) {
+    my $basket_items = SL::DB::Manager::PurchaseBasketItem->get_all(
+      where => [ id => \@basket_item_ids ]);
+    if (scalar @$basket_items != scalar @basket_item_ids) {
+      my %basket_item_exists = map { $_->id => 1 } @$basket_items;
+      my @missing_for_positions =
+        map { $_->position }
+        map { $basket_item_id_to_orderitem{$_} }
+        grep { !$basket_item_exists{$_} }
+        @basket_item_ids;
+      return [t8('Purchase basket item not existing any more for position(s): #1.',
+                 join(',', @missing_for_positions))];
+    }
   }
 
-  # change form type
-  $::form->{type} = $destination_type;
-  $self->type($self->init_type);
-  $self->cv  ($self->init_cv);
-  $self->check_auth;
+  my $objects_to_close = scalar @converted_from_oe_ids
+                       ? SL::DB::Manager::Order->get_all(where => [
+                           id => \@converted_from_oe_ids,
+                           or => [  record_type => SALES_QUOTATION_TYPE(),
+                                    record_type => REQUEST_QUOTATION_TYPE(),
+                                   (record_type => PURCHASE_QUOTATION_INTAKE_TYPE()) x $self->order->is_type(PURCHASE_ORDER_TYPE()),
+                                   (record_type => PURCHASE_ORDER_TYPE())            x $self->order->is_type(PURCHASE_ORDER_CONFIRMATION_TYPE())  ]
+                           ])
+                       : undef;
+
+  my $items_to_delete  = scalar @{ $self->item_ids_to_delete || [] }
+                       ? SL::DB::Manager::OrderItem->get_all(where => [id => $self->item_ids_to_delete])
+                       : undef;
+
+  SL::Model::Record->save($self->order,
+                          with_validity_token  => { scope => SL::DB::ValidityToken::SCOPE_ORDER_SAVE(), token => $::form->{form_validity_token} },
+                          delete_custom_shipto => $self->order->custom_shipto && ($self->is_custom_shipto_to_delete || $self->order->custom_shipto->is_empty),
+                          items_to_delete      => $items_to_delete,
+                          objects_to_close     => $objects_to_close,
+                          link_requirement_specs_linking_to_created_from_objects => \@converted_from_oe_ids,
+                          set_project_in_linked_requirement_specs                => 1,
+  );
 
-  $self->recalc();
-  $self->get_unalterable_data();
-  $self->pre_render();
+  if ($::form->{email_journal_id}) {
+    my $email_journal = SL::DB::EmailJournal->new(
+      id => delete $::form->{email_journal_id}
+    )->load;
+    $email_journal->link_to_record_with_attachment(
+      $self->order,
+      delete $::form->{email_attachment_id}
+    );
+  }
 
-  # trigger rendering values for second row as hidden, because they
-  # are loaded only on demand. So we need to keep the values from the
-  # source.
-  $_->{render_second_row} = 1 for @{ $self->order->items_sorted };
+  if ($is_new && $self->order->is_sales && $::lx_office_conf{imap_client}->{enabled}) {
+    my $imap_client = SL::IMAPClient->new(%{$::lx_office_conf{imap_client}});
+    if ($imap_client) {
+      $imap_client->create_folder_for_record(record => $self->order);
+    }
+  }
 
-  $self->render(
-    'order/form',
-    title => $self->get_title_for('edit'),
-    %{$self->{template_args}}
-  );
+  $self->check_if_periodic_invoices_contact_matches_customer;
+
+  delete $::form->{form_validity_token};
 }
 
-sub workflow_sales_or_purchase_order {
+sub reinit_after_new_order {
   my ($self) = @_;
 
-  # always save
-  my $errors = $self->save();
-
-  if (scalar @{ $errors }) {
-    $self->js->flash('error', $_) foreach @{ $errors };
-    return $self->js->render();
-  }
-
-  my $destination_type = $::form->{type} eq sales_quotation_type()   ? sales_order_type()
-                       : $::form->{type} eq request_quotation_type() ? purchase_order_type()
-                       : $::form->{type} eq purchase_order_type()    ? sales_order_type()
-                       : $::form->{type} eq sales_order_type()       ? purchase_order_type()
-                       : '';
-
-  # check for direct delivery
-  # copy shipto in custom shipto (custom shipto will be copied by new_from() in case)
-  my $custom_shipto;
-  if (   $::form->{type} eq sales_order_type() && $destination_type eq purchase_order_type()
-      && $::form->{use_shipto} && $self->order->shipto) {
-    $custom_shipto = $self->order->shipto->clone('SL::DB::Order');
-  }
+  # change form type
+  $::form->{type} = $self->order->type;
+  $self->type($self->init_type);
+  $self->type_data($self->init_type_data);
+  $self->cv($self->init_cv);
+  $self->check_auth;
 
-  $self->order(SL::DB::Order->new_from($self->order, destination_type => $destination_type));
-  $self->{converted_from_oe_id} = delete $::form->{id};
+  $self->setup_custom_shipto_from_form($self->order, $::form);
 
-  # set item ids to new fake id, to identify them as new items
   foreach my $item (@{$self->order->items_sorted}) {
+    # set item ids to new fake id, to identify them as new items
     $item->{new_fake_id} = join('_', 'new', Time::HiRes::gettimeofday(), int rand 1000000000000);
-  }
 
-  if ($::form->{type} eq sales_order_type() && $destination_type eq purchase_order_type()) {
-    if ($::form->{use_shipto}) {
-      $self->order->custom_shipto($custom_shipto) if $custom_shipto;
-    } else {
-      # remove any custom shipto if not wanted
-      $self->order->custom_shipto(SL::DB::Shipto->new(module => 'OE', custom_variables => []));
-    }
+    # trigger rendering values for second row as hidden, because they
+    # are loaded only on demand. So we need to keep the values from the
+    # source.
+    $item->{render_second_row} = 1;
   }
 
-  # change form type
-  $::form->{type} = $destination_type;
-  $self->type($self->init_type);
-  $self->cv  ($self->init_cv);
-  $self->check_auth;
+  # Warn on order locked items if they are not wanted for this record type
+  if ($self->type_data->no_order_locked_parts) {
+    my @order_locked_positions =
+      map { $_->position }
+      grep { $_->part->order_locked }
+      @{ $self->order->items_sorted };
+    flash('warning', t8(
+        'This record contains not orderable items at position #1',
+        join ', ', @order_locked_positions)
+    ) if @order_locked_positions;
+  }
 
-  $self->recalc();
   $self->get_unalterable_data();
-  $self->pre_render();
-
-  # trigger rendering values for second row as hidden, because they
-  # are loaded only on demand. So we need to keep the values from the
-  # source.
-  $_->{render_second_row} = 1 for @{ $self->order->items_sorted };
-
-  $self->render(
-    'order/form',
-    title => $self->get_title_for('edit'),
-    %{$self->{template_args}}
-  );
+  $self->recalc();
 }
 
-
 sub pre_render {
   my ($self) = @_;
 
@@ -2050,7 +2236,9 @@ sub pre_render {
                                                                            sort_by => 'name');
   $self->{all_payment_terms}          = SL::DB::Manager::PaymentTerm->get_all_sorted(where => [ or => [ id => $self->order->payment_id,
                                                                                                         obsolete => 0 ] ]);
-  $self->{all_delivery_terms}         = SL::DB::Manager::DeliveryTerm->get_all_sorted();
+  $self->{all_delivery_terms}         = SL::DB::Manager::DeliveryTerm->get_valid($self->order->delivery_term_id);
+  $self->{all_statuses}               = SL::DB::Manager::OrderStatus->get_all_sorted(where => [ or => [ id => $self->order->order_status_id,
+                                                                                                        obsolete => 0,  ] ] );
   $self->{current_employee_id}        = SL::DB::Manager::Employee->current->id;
   $self->{periodic_invoices_status}   = $self->get_periodic_invoices_status($self->order->periodic_invoices_config);
   $self->{order_probabilities}        = [ map { { title => ($_ * 10) . '%', id => $_ * 10 } } (0..10) ];
@@ -2075,7 +2263,7 @@ sub pre_render {
     $item->active_discount_source($price_source->discount_from_source($item->active_discount_source));
   }
 
-  if (any { $self->type eq $_ } (sales_order_type(), purchase_order_type())) {
+  if (any { $self->type eq $_ } (SALES_ORDER_INTAKE_TYPE(), SALES_ORDER_TYPE(), PURCHASE_ORDER_TYPE(), PURCHASE_ORDER_CONFIRMATION_TYPE())) {
     # Calculate shipped qtys here to prevent calling calculate for every item via the items method.
     # Do not use write_to_objects to prevent order->delivered to be set, because this should be
     # the value from db, which can be set manually or is set when linked delivery orders are saved.
@@ -2094,15 +2282,19 @@ sub pre_render {
                                                 } } @all_objects;
   }
 
-  if (   (any { $self->type eq $_ } (sales_quotation_type(), sales_order_type()))
+  if (   (any { $self->type eq $_ } (SALES_QUOTATION_TYPE(), SALES_ORDER_INTAKE_TYPE(), SALES_ORDER_TYPE()))
       && $::instance_conf->get_transport_cost_reminder_article_number_id ) {
     $self->{template_args}->{transport_cost_reminder_article} = SL::DB::Part->new(id => $::instance_conf->get_transport_cost_reminder_article_number_id)->load;
   }
   $self->{template_args}->{longdescription_dialog_size_percentage} = SL::Helper::UserPreferences::DisplayPreferences->new()->get_longdescription_dialog_size_percentage();
+  $self->{template_args}->{order_item_input_position} = SL::Helper::UserPreferences::ItemInputPosition->new()->get_order_item_input_position
+                                                      // $::instance_conf->get_order_item_input_position;
 
   $self->get_item_cvpartnumber($_) for @{$self->order->items_sorted};
 
-  $::request->{layout}->use_javascript("${_}.js") for qw(kivi.Validator kivi.SalesPurchase kivi.Order kivi.File ckeditor/ckeditor ckeditor/adapters/jquery
+  $self->{template_args}->{num_phone_notes} = scalar @{ $self->order->phone_notes || [] };
+
+  $::request->{layout}->use_javascript("${_}.js") for qw(kivi.Validator kivi.SalesPurchase kivi.Order kivi.File
                                                          edit_periodic_invoices_config calculate_qty follow_up show_history);
   $self->setup_edit_action_bar;
 }
@@ -2110,57 +2302,76 @@ sub pre_render {
 sub setup_edit_action_bar {
   my ($self, %params) = @_;
 
-  my $deletion_allowed = (any { $self->type eq $_ } (sales_quotation_type(), request_quotation_type()))
-                      || (($self->type eq sales_order_type())    && $::instance_conf->get_sales_order_show_delete)
-                      || (($self->type eq purchase_order_type()) && $::instance_conf->get_purchase_order_show_delete);
-
+  my @valid = qw(
+    kivi.Order.check_cv
+  );
+  push @valid, "kivi.Order.check_duplicate_parts" if $::instance_conf->get_order_warn_duplicate_parts;
+  push @valid, "kivi.Order.check_valid_reqdate"   if $::instance_conf->get_order_warn_no_deliverydate;
   my @req_trans_cost_art = qw(kivi.Order.check_transport_cost_article_presence) x!!$::instance_conf->get_transport_cost_reminder_article_number_id;
-  my @req_cusordnumber   = qw(kivi.Order.check_cusordnumber_presence)           x($self->type eq sales_order_type() && $::instance_conf->get_order_warn_no_cusordnumber);
+  my @req_cusordnumber   = qw(kivi.Order.check_cusordnumber_presence)           x(( any {$self->type eq $_} (SALES_ORDER_INTAKE_TYPE(), SALES_ORDER_TYPE()) ) && $::instance_conf->get_order_warn_no_cusordnumber);
 
   my $has_invoice_for_advance_payment;
-  if ($self->order->id && $self->type eq sales_order_type()) {
+  if ($self->order->id && $self->type eq SALES_ORDER_TYPE()) {
     my $lr = $self->order->linked_records(direction => 'to', to => ['Invoice']);
     $has_invoice_for_advance_payment = any {'SL::DB::Invoice' eq ref $_ && "invoice_for_advance_payment" eq $_->type} @$lr;
   }
 
   my $has_final_invoice;
-  if ($self->order->id && $self->type eq sales_order_type()) {
+  if ($self->order->id && $self->type eq SALES_ORDER_TYPE()) {
     my $lr = $self->order->linked_records(direction => 'to', to => ['Invoice']);
     $has_final_invoice               = any {'SL::DB::Invoice' eq ref $_ && "final_invoice" eq $_->type} @$lr;
   }
 
-  my $right_for         = { map { $_ => $_.'_edit' } @{$self->valid_types} };
-  my $right             = $right_for->{ $self->type };
-  $right              ||= 'DOES_NOT_EXIST';
-  my $may_edit_create   = $::auth->assert($right, 'may fail');
+  my $may_edit_create   = $::auth->assert($self->type_data->rights('edit'), 'may fail');
+
+  my $is_final_version = $self->is_final_version;
 
   for my $bar ($::request->layout->get('actionbar')) {
     $bar->add(
       combobox => [
         action => [
           t8('Save'),
-          call      => [ 'kivi.Order.save', 'save', $::instance_conf->get_order_warn_duplicate_parts,
-                                                    $::instance_conf->get_order_warn_no_deliverydate,
-          ],
+          call      => [ 'kivi.Order.save', {
+              action             => 'save',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+            }],
           checks    => [ 'kivi.Order.check_save_active_periodic_invoices', ['kivi.validate_form','#order_form'],
                          @req_trans_cost_art, @req_cusordnumber,
           ],
-          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.')
+                    : $is_final_version ? t8('This record is the final version. Please create a new sub-version') : undef,
         ],
         action => [
           t8('Save and Close'),
-          call      => [ 'kivi.Order.save', 'save', $::instance_conf->get_order_warn_duplicate_parts,
-                                                    $::instance_conf->get_order_warn_no_deliverydate,
-                                                    1
-          ],
+          call      => [ 'kivi.Order.save', {
+              action             => 'save',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+              form_params        => [
+                { name => 'back_to_caller', value => 1 },
+              ],
+            }],
           checks    => [ 'kivi.Order.check_save_active_periodic_invoices', ['kivi.validate_form','#order_form'],
                          @req_trans_cost_art, @req_cusordnumber,
           ],
-          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.')
+                    : $is_final_version ? t8('This record is the final version. Please create a new sub-version') : undef,
+        ],
+        action => [
+          t8('Create Sub-Version'),
+          call      => [ 'kivi.Order.save', { action => 'add_subversion' } ],
+          only_if   => $::instance_conf->get_lock_oe_subversions,
+          disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
+                    : !$is_final_version ? t8('This sub-version is not yet finalized')
+                    :                      undef,
         ],
         action => [
           t8('Save as new'),
-          call      => [ 'kivi.Order.save', 'save_as_new', $::instance_conf->get_order_warn_duplicate_parts ],
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_as_new',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+            }],
           checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
                          @req_trans_cost_art, @req_cusordnumber,
           ],
@@ -2176,87 +2387,177 @@ sub setup_edit_action_bar {
         ],
         action => [
           t8('Save and Quotation'),
-          submit   => [ '#order_form', { action => "Order/sales_quotation" } ],
-          checks   => [ @req_trans_cost_art, @req_cusordnumber ],
-          only_if  => (any { $self->type eq $_ } (sales_order_type())),
+          call     => [ 'kivi.submit_ajax_form', $self->url_for(action => "save_and_order_workflow", to_type => SALES_QUOTATION_TYPE()), '#order_form' ],
+          checks   => [ @valid, @req_trans_cost_art, @req_cusordnumber ],
+          only_if  => $self->type_data->show_menu('save_and_quotation'),
           disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and RFQ'),
-          submit   => [ '#order_form', { action => "Order/request_for_quotation" } ],
-          only_if  => (any { $self->type eq $_ } (purchase_order_type())),
+          call     => [ 'kivi.Order.purchase_check_for_direct_delivery', { to_type => REQUEST_QUOTATION_TYPE() } ],
+          checks   => [ @valid ],
+          only_if  => $self->type_data->show_menu('save_and_rfq'),
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          t8('Save and Purchase Quotation Intake'),
+          call     => [ 'kivi.submit_ajax_form', $self->url_for(action => "save_and_order_workflow", to_type => PURCHASE_QUOTATION_INTAKE_TYPE()), '#order_form' ],
+          only_if  => $self->type_data->show_menu('save_and_purchase_quotation_intake'),
           disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
-          t8('Save and Sales Order'),
-          submit   => [ '#order_form', { action => "Order/sales_order" } ],
-          checks   => [ @req_trans_cost_art ],
-          only_if  => (any { $self->type eq $_ } (sales_quotation_type(), purchase_order_type())),
+          t8('Save and Sales Order Intake'),
+          call     => [ 'kivi.submit_ajax_form', $self->url_for(action => "save_and_order_workflow", to_type => SALES_ORDER_INTAKE_TYPE()), '#order_form' ],
+          only_if  => $self->type_data->show_menu('save_and_sales_order_intake'),
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          t8('Save and Sales Order Confirmation'),
+          call     => [ 'kivi.submit_ajax_form', $self->url_for(action => "save_and_order_workflow", to_type => SALES_ORDER_TYPE()), '#order_form' ],
+          checks   => [ @valid, @req_trans_cost_art ],
+          only_if  => $self->type_data->show_menu('save_and_sales_order'),
           disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and Purchase Order'),
-          call      => [ 'kivi.Order.purchase_order_check_for_direct_delivery' ],
-          checks    => [ @req_trans_cost_art, @req_cusordnumber ],
-          only_if   => (any { $self->type eq $_ } (sales_order_type(), request_quotation_type())),
+          call      => [ 'kivi.Order.purchase_check_for_direct_delivery', { to_type => PURCHASE_ORDER_TYPE() } ],
+          checks    => [ @valid, @req_trans_cost_art, @req_cusordnumber ],
+          only_if   => $self->type_data->show_menu('save_and_purchase_order'),
           disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
-          t8('Save and Delivery Order'),
-          call      => [ 'kivi.Order.save', 'save_and_delivery_order', $::instance_conf->get_order_warn_duplicate_parts,
-                                                                       $::instance_conf->get_order_warn_no_deliverydate,
-                                                                                                                        ],
+          t8('Save and Purchase Order Confirmation'),
+          call      => [ 'kivi.Order.purchase_check_for_direct_delivery', { to_type => PURCHASE_ORDER_CONFIRMATION_TYPE() } ],
+          checks    => [ @valid, @req_trans_cost_art, @req_cusordnumber ],
+          only_if   => $self->type_data->show_menu('save_and_purchase_order_confirmation'),
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          t8('Save and Sales Delivery Order'),
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_and_new_record',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+              form_params        => [
+                { name => 'to_type', value => SALES_DELIVERY_ORDER_TYPE() },
+              ],
+            }],
           checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
                          @req_trans_cost_art, @req_cusordnumber,
           ],
-          only_if   => (any { $self->type eq $_ } (sales_order_type(), purchase_order_type())),
+          only_if   => $self->type_data->show_menu('save_and_sales_delivery_order'),
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          t8('Save and Purchase Delivery Order'),
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_and_new_record',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+              form_params        => [
+                { name => 'to_type', value => PURCHASE_DELIVERY_ORDER_TYPE() },
+              ],
+            }],
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          only_if   => $self->type_data->show_menu('save_and_purchase_delivery_order'),
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          t8('Save and Purchase Delivery Order with item selection'),
+          call      => [
+            'kivi.Order.show_purchase_delivery_order_select_items', {
+              action             => 'save_and_new_record',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+              form_params        => [
+                { name => 'to_type', value => PURCHASE_DELIVERY_ORDER_TYPE() },
+              ],
+            }],
+          checks    => [ @req_trans_cost_art, @req_cusordnumber ],
+          only_if   => $self->type_data->show_menu('save_and_purchase_delivery_order'),
           disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and Supplier Delivery Order'),
-          call      => [ 'kivi.Order.save', 'save_and_supplier_delivery_order', $::instance_conf->get_order_warn_duplicate_parts,
-                                                                       $::instance_conf->get_order_warn_no_deliverydate,
-                                                                                                                        ],
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_and_new_record',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+              form_params        => [
+                { name => 'to_type', value => SUPPLIER_DELIVERY_ORDER_TYPE() },
+              ],
+            }],
           checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
                          @req_trans_cost_art, @req_cusordnumber,
           ],
-          only_if   => (any { $self->type eq $_ } (purchase_order_type())),
+          only_if   => $self->type_data->show_menu('save_and_supplier_delivery_order'),
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          t8('Save and Reclamation'),
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_and_new_record',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+              form_params        => [
+                { name => 'to_type',
+                  value => $self->order->is_sales ? SALES_RECLAMATION_TYPE()
+                                                  : PURCHASE_RECLAMATION_TYPE() },
+              ],
+            }],
+          only_if   => $self->type_data->show_menu('save_and_reclamation'),
           disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and Invoice'),
-          call      => [ 'kivi.Order.save', 'save_and_invoice', $::instance_conf->get_order_warn_duplicate_parts ],
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_and_invoice',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+            }],
           checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
                          @req_trans_cost_art, @req_cusordnumber,
           ],
           disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+          only_if   => $self->type_data->show_menu('save_and_invoice'),
         ],
         action => [
           ($has_invoice_for_advance_payment ? t8('Save and Further Invoice for Advance Payment') : t8('Save and Invoice for Advance Payment')),
-          call      => [ 'kivi.Order.save', 'save_and_invoice_for_advance_payment', $::instance_conf->get_order_warn_duplicate_parts ],
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_and_invoice_for_advance_payment',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+            }],
           checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
                          @req_trans_cost_art, @req_cusordnumber,
           ],
           disabled  => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
                      : $has_final_invoice ? t8('This order has already a final invoice.')
                      :                      undef,
-          only_if   => (any { $self->type eq $_ } (sales_order_type())),
+          only_if   => $self->type_data->show_menu('save_and_invoice_for_advance_payment'),
         ],
         action => [
           t8('Save and Final Invoice'),
-          call      => [ 'kivi.Order.save', 'save_and_final_invoice', $::instance_conf->get_order_warn_duplicate_parts ],
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_and_final_invoice',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+            }],
           checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
                          @req_trans_cost_art, @req_cusordnumber,
           ],
           disabled  => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
                      : $has_final_invoice ? t8('This order has already a final invoice.')
                      :                      undef,
-          only_if   => (any { $self->type eq $_ } (sales_order_type())) && $has_invoice_for_advance_payment,
+          only_if   => $self->type_data->show_menu('save_and_final_invoice') && $has_invoice_for_advance_payment,
         ],
         action => [
           t8('Save and AP Transaction'),
-          call      => [ 'kivi.Order.save', 'save_and_ap_transaction', $::instance_conf->get_order_warn_duplicate_parts ],
-          only_if   => (any { $self->type eq $_ } (purchase_order_type())),
+          call      => [ 'kivi.Order.save', {
+              action             => 'save_and_ap_transaction',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+            }],
+          only_if   => $self->type_data->show_menu('save_and_ap_transaction'),
           disabled  => !$may_edit_create  ? t8('You do not have the permissions to access this function.') : undef,
         ],
 
@@ -2268,29 +2569,38 @@ sub setup_edit_action_bar {
         ],
         action => [
           t8('Save and preview PDF'),
-          call     => [ 'kivi.Order.save', 'preview_pdf', $::instance_conf->get_order_warn_duplicate_parts,
-                                                          $::instance_conf->get_order_warn_no_deliverydate,
-                      ],
+          call     => [ 'kivi.Order.save', {
+              action             => 'preview_pdf',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+            }],
           checks   => [ @req_trans_cost_art, @req_cusordnumber ],
-          disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.') : undef,
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.')
+                    : $is_final_version ? t8('This record is the final version. Please create a new sub-version') : undef,
+          only_if  => $self->type_data->show_menu('save_and_print'),
         ],
         action => [
           t8('Save and print'),
-          call     => [ 'kivi.Order.show_print_options', $::instance_conf->get_order_warn_duplicate_parts,
-                                                         $::instance_conf->get_order_warn_no_deliverydate,
-                      ],
+          call     => [ 'kivi.Order.show_print_options', { warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+                                                           warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate },
+          ],
           checks   => [ @req_trans_cost_art, @req_cusordnumber ],
-          disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.') : undef,
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.')
+                    : $is_final_version ? t8('This record is the final version. Please create a new sub-version') : undef,
+          only_if  => $self->type_data->show_menu('save_and_print'),
         ],
         action => [
-          t8('Save and E-mail'),
+          ($is_final_version ? t8('E-mail') : t8('Save and E-mail')),
           id       => 'save_and_email_action',
-          call     => [ 'kivi.Order.save', 'save_and_show_email_dialog', $::instance_conf->get_order_warn_duplicate_parts,
-                                                                         $::instance_conf->get_order_warn_no_deliverydate,
-                      ],
-          disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
-                    : !$self->order->id  ? t8('This object has not been saved yet.')
-                    :                      undef,
+          call     => [ 'kivi.Order.save', {
+              action             => 'save_and_show_email_dialog',
+              warn_on_duplicates => $::instance_conf->get_order_warn_duplicate_parts,
+              warn_on_reqdate    => $::instance_conf->get_order_warn_no_deliverydate,
+            }],
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.')
+                    : !$self->order->id ? t8('This object has not been saved yet.')
+                    : undef,
+          only_if  => $self->type_data->show_menu('save_and_email'),
         ],
         action => [
           t8('Download attachments of all parts'),
@@ -2307,7 +2617,7 @@ sub setup_edit_action_bar {
         disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
                   : !$self->order->id  ? t8('This object has not been saved yet.')
                   :                      undef,
-        only_if  => $deletion_allowed,
+        only_if  => $self->type_data->show_menu('delete'),
       ],
 
       combobox => [
@@ -2442,7 +2752,7 @@ sub make_periodic_invoices_config_from_yaml {
 sub get_periodic_invoices_status {
   my ($self, $config) = @_;
 
-  return                      if $self->type ne sales_order_type();
+  return                      if $self->type ne SALES_ORDER_TYPE();
   return t8('not configured') if !$config;
 
   my $active = ('HASH' eq ref $config)                           ? $config->{active}
@@ -2452,29 +2762,6 @@ sub get_periodic_invoices_status {
   return $active ? t8('active') : t8('inactive');
 }
 
-sub get_title_for {
-  my ($self, $action) = @_;
-
-  return '' if none { lc($action)} qw(add edit);
-
-  # for locales:
-  # $::locale->text("Add Sales Order");
-  # $::locale->text("Add Purchase Order");
-  # $::locale->text("Add Quotation");
-  # $::locale->text("Add Request for Quotation");
-  # $::locale->text("Edit Sales Order");
-  # $::locale->text("Edit Purchase Order");
-  # $::locale->text("Edit Quotation");
-  # $::locale->text("Edit Request for Quotation");
-
-  $action = ucfirst(lc($action));
-  return $self->type eq sales_order_type()       ? $::locale->text("$action Sales Order")
-       : $self->type eq purchase_order_type()    ? $::locale->text("$action Purchase Order")
-       : $self->type eq sales_quotation_type()   ? $::locale->text("$action Quotation")
-       : $self->type eq request_quotation_type() ? $::locale->text("$action Request for Quotation")
-       : '';
-}
-
 sub get_item_cvpartnumber {
   my ($self, $item) = @_;
 
@@ -2514,46 +2801,18 @@ sub get_part_texts {
   return $texts;
 }
 
-sub sales_order_type {
-  'sales_order';
-}
-
-sub purchase_order_type {
-  'purchase_order';
-}
-
-sub sales_quotation_type {
-  'sales_quotation';
-}
-
-sub request_quotation_type {
-  'request_quotation';
-}
-
 sub nr_key {
-  return $_[0]->type eq sales_order_type()       ? 'ordnumber'
-       : $_[0]->type eq purchase_order_type()    ? 'ordnumber'
-       : $_[0]->type eq sales_quotation_type()   ? 'quonumber'
-       : $_[0]->type eq request_quotation_type() ? 'quonumber'
-       : '';
+  my ($self) = @_;
+
+  return $self->type_data->properties('nr_key');
 }
 
 sub save_and_redirect_to {
   my ($self, %params) = @_;
 
-  my $errors = $self->save();
-
-  if (scalar @{ $errors }) {
-    $self->js->flash('error', $_) foreach @{ $errors };
-    return $self->js->render();
-  }
+  $self->save();
 
-  my $text = $self->type eq sales_order_type()       ? $::locale->text('The order has been saved')
-           : $self->type eq purchase_order_type()    ? $::locale->text('The order has been saved')
-           : $self->type eq sales_quotation_type()   ? $::locale->text('The quotation has been saved')
-           : $self->type eq request_quotation_type() ? $::locale->text('The rfq has been saved')
-           : '';
-  flash_later('info', $text);
+  flash_later('info', $self->type_data->text('saved'));
 
   $self->redirect_to(%params, id => $self->order->id);
 }
@@ -2596,16 +2855,19 @@ sub store_doc_to_webdav_and_filemanagement {
       push @errors, t8('Storing the document to the WebDAV folder failed: #1', $@);
     };
   }
+  my $file_obj;
   if ($order->id && $::instance_conf->get_doc_storage) {
     eval {
-      SL::File->save(object_id     => $order->id,
-                     object_type   => $order->type,
-                     mime_type     => SL::MIME->mime_type_from_ext($filename),
-                     source        => 'created',
-                     file_type     => 'document',
-                     file_name     => $filename,
-                     file_contents => $content,
-                     print_variant => $variant);
+      $file_obj = SL::File->save(object_id     => $order->id,
+                                 object_type   => $order->type,
+                                 mime_type     => SL::MIME->mime_type_from_ext($filename),
+                                 source        => 'created',
+                                 file_type     => 'document',
+                                 file_name     => $filename,
+                                 file_contents => $content,
+                                 print_variant => $variant);
+
+      $self->{file_id}  = $file_obj->id;
       1;
     } or do {
       push @errors, t8('Storing the document in the storage backend failed: #1', $@);
@@ -2615,30 +2877,9 @@ sub store_doc_to_webdav_and_filemanagement {
   return @errors;
 }
 
-sub link_requirement_specs_linking_to_created_from_objects {
-  my ($self, @converted_from_oe_ids) = @_;
-
-  return unless @converted_from_oe_ids;
-
-  my $rs_orders = SL::DB::Manager::RequirementSpecOrder->get_all(where => [ order_id => \@converted_from_oe_ids ]);
-  foreach my $rs_order (@{ $rs_orders }) {
-    SL::DB::RequirementSpecOrder->new(
-      order_id            => $self->order->id,
-      requirement_spec_id => $rs_order->requirement_spec_id,
-      version_id          => $rs_order->version_id,
-    )->save;
-  }
-}
-
-sub set_project_in_linked_requirement_specs {
+sub init_type_data {
   my ($self) = @_;
-
-  my $rs_orders = SL::DB::Manager::RequirementSpecOrder->get_all(where => [ order_id => $self->order->id ]);
-  foreach my $rs_order (@{ $rs_orders }) {
-    next if $rs_order->requirement_spec->project_id == $self->order->globalproject_id;
-
-    $rs_order->requirement_spec->update_attributes(project_id => $self->order->globalproject_id);
-  }
+  SL::DB::Helper::TypeDataProxy->new('SL::DB::Order', $self->order->record_type);
 }
 
 1;
@@ -2821,7 +3062,7 @@ editor or on text processing application).
 
 =item *
 
-A warning when leaving the page without saveing unchanged inputs.
+A warning when leaving the page without saving unchanged inputs.
 
 
 =back