Understand the Courier model workflow map
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Trace validation and side effects to model methods.
Where to goTechnical reference → models/Courier_logistic_management_model.php
What this guide helps you do
Trace validation and side effects to model methods. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Go to Technical reference → models/Courier_logistic_management_model.php.
- Check the source record and choose the supported action.
- Save or submit once, then reopen the record and verify the result.
Fields and options
Recordssave_driver, save_vehicle, save_customer, save_job, saveStops.
Dispatch/statusassign_job, calculate_driver_pay, change_job_status, addJobHistory.
PODcreate_delivery_note, ensure_delivery_note_for_job, email_delivery_note, sign_delivery_note and submit_delivery_note_to_provider.
Compliancerecalculate_driver_compliance, compliance alerts.
Financesettlements, expenses, reports, provider invoices.
Integrationsproviders, live sync, import_external_job, import_provider_invoices, process_webhook, BP connection/cards/transactions.
Automationrun_automation, send_daily_digest_if_due.
Controlssoft_delete, audit, encrypt/decrypt, redaction and code/slug generation.
Rules and limits
- Use the supported screen and permission; do not bypass validation or edit database records directly.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
Related guides
Was this guide useful?Your response is stored only in this browser.