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PDF, QR, email and audit evidence

Understand Delivery Note event types

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to use the exact lifecycle event names written by the supplied model and controllers.

Audience: Auditors and support staffPermission: Delivery Note: ViewModule v1.0.0
Jump to steps
Where to goAdmin Area → Delivery Note → View note → Compliance Log

What this guide helps you do

Use the exact lifecycle event names written by the supplied model and controllers. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Follow these steps

  1. Go to the note.
  2. Read each event type and message.
  3. Match `created` to record creation and `updated` to unsigned edits.
  4. Match `viewed` and `sign_failed` to public access attempts.
  5. Match `signed` to the sealed status.
  6. Match `pdf_viewed_from_invoice` to authorised client PDF access.
  7. Match `void` to withdrawal.

Fields and options

  • created
  • updated
  • void
  • viewed
  • sign_failed
  • signed
  • pdf_viewed_from_invoice

Rules and limits

  • Event rows include IP, user agent, metadata JSON, staff actor when available and created time.
  • Public access events may not have a staff actor.
  • Admin PDF generation and email outcomes are not dedicated event types in the supplied build.
  • The event table is removed on uninstall.

Check it worked

  • Reviewers use only implemented event meanings and can identify gaps that require external evidence.

Safety checks and troubleshooting

  • Do not invent dispatched, email_failed, downloaded or expired events.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.

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