@cxtms/cx-schema 1.1.0 → 1.1.1

package/.claude/skills/cx-core/ref-entity-geography.md

@@ -0,0 +1,119 @@
+# Geography & Lookup Entity Reference
+
+Country, State, City, Port, Vessel, CustomCode, ModeOfTransportation.
+
+## Country
+
+Composite key: `organizationId` + `countryCode`.
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `countryCode` | `string` | PK part (ISO code) |
+| `organizationId` | `int` | PK part |
+| `name` | `string` | |
+| `customValues` | `Dictionary` | jsonb |
+
+**Collections:** `states`
+
+---
+
+## State
+
+Composite key: `organizationId` + `countryCode` + `stateCode`.
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `stateCode` | `string` | PK part |
+| `countryCode` | `string` | PK part, FK to Country |
+| `organizationId` | `int` | PK part |
+| `name` | `string` | |
+| `customValues` | `Dictionary` | jsonb |
+
+**Navigation:** `country`
+
+---
+
+## City
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `cityId` | `int` | PK |
+| `organizationId` | `int` | |
+| `cityName` | `string` | |
+| `stateCode` | `string` | FK to State |
+| `countryCode` | `string` | FK to Country |
+| `longitude` | `double?` | From Location.X (GraphQL) |
+| `latitude` | `double?` | From Location.Y (GraphQL) |
+| `customValues` | `Dictionary` | jsonb |
+
+**Navigation:** `state`, `country`
+
+---
+
+## Port
+
+String-based PK (e.g., UN/LOCODE).
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `portId` | `string` | PK |
+| `organizationId` | `int` | |
+| `name` | `string` | |
+| `countryCode` | `string` | FK to Country |
+| `stateCode` | `string?` | FK to State |
+| `isAir` | `bool` | Mode flags |
+| `isMariTime` | `bool` | |
+| `isRoad` | `bool` | |
+| `isRail` | `bool` | |
+| `isMail` | `bool` | |
+| `isBorderCrossingPoint` | `bool` | |
+| `isMyCompany` | `bool` | |
+| `portRemarks` | `string?` | |
+| `customValues` | `Dictionary` | jsonb |
+
+**Navigation:** `country`, `state`
+
+---
+
+## Vessel
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `vesselId` | `int` | PK |
+| `organizationId` | `int` | |
+| `name` | `string` | |
+| `vesselCode` | `string?` | |
+| `carrierId` | `int?` | FK to Contact (carrier) |
+| `countryCode` | `string?` | FK to Country (flag state) |
+
+**Navigation:** `carrier`, `country`. No customValues.
+
+---
+
+## CustomCode
+
+Organization-specific lookup codes (Schedule D, Schedule K, etc.).
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `id` | `int` | PK |
+| `organizationId` | `int` | |
+| `code` | `string` | |
+| `description` | `string` | |
+| `isCommonlyUsed` | `bool` | |
+| `codeType` | `CustomCodeTypes` enum | ScheduleD, ScheduleK |
+
+No customValues.
+
+---
+
+## ModeOfTransportation
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `modeOfTransportationId` | `int` | PK |
+| `organizationId` | `int` | |
+| `description` | `string` | e.g., "Air", "Ocean", "Ground" |
+| `customValues` | `Dictionary` | jsonb |
+
+Referenced by Rate, Lane, Discount, and Order (via `customValues.modeOfTransportationId`).

package/.claude/skills/cx-core/ref-entity-job.md

@@ -0,0 +1,77 @@
+# Job Entity Field Reference
+
+Job groups related orders and accounting transactions.
+
+## Job
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `jobId` | `Guid` | PK (UUID) |
+| `organizationId` | `int` | Tenant scope |
+| `jobNumber` | `string` | Business-facing number |
+| `description` | `string?` | |
+| `isDraft` | `bool` | |
+| `customerId` | `int?` | FK to Contact |
+| `divisionId` | `int?` | FK to Division |
+| `employeeId` | `int?` | FK to Contact |
+| `jobStatusId` | `int?` | FK to JobStatus |
+| `customValues` | `Dictionary` | jsonb |
+
+### Navigation
+
+| Field | Type |
+|-------|------|
+| `customer` | `Contact?` |
+| `division` | `Division?` |
+| `employee` | `Contact?` |
+| `jobStatus` | `JobStatus?` |
+
+### Collections
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `orders` | `[Order]` | Via JobOrder join |
+| `accountingTransactions` | `[AccountingTransaction]` | Via JobAccountingTransaction join |
+| `commodities` | `[Commodity]` | Direct FK |
+
+### GraphQL Computed
+
+- `getJobOrders(filter)` — orders via JobOrder join
+
+---
+
+## JobOrder (Join Entity)
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `jobId` | `Guid` | FK to Job |
+| `orderId` | `int` | FK to Order |
+
+No customValues. No audit fields (uses BaseEntity, not AuditableEntity).
+
+---
+
+## JobStatus
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `jobStatusId` | `int` | PK |
+| `organizationId` | `int` | |
+| `jobStatusName` | `string` | |
+| `priority` | `int` | |
+| `statusStage` | `StatusStage` enum | Pending=1, InProgress, Completed |
+| `customValues` | `Dictionary` | jsonb |
+
+---
+
+## StatusStage Enum
+
+Used by JobStatus, OrderStatus, ContactStatus:
+
+| Value | Int |
+|-------|-----|
+| `Pending` | 1 |
+| `InProgress` | 2 |
+| `Completed` | 3 |

package/.claude/skills/cx-core/ref-entity-order-sub.md

@@ -0,0 +1,140 @@
+# Order Sub-Entity Field Reference
+
+Entities associated with orders: OrderEntity (parties), TrackingEvent, LinkedOrder, OrderDocument.
+
+## OrderEntity
+
+Represents a party role (Shipper, Consignee, Carrier, etc.) on an order.
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `orderEntityId` | `int` | PK |
+| `orderId` | `int` | FK to Order |
+| `contactId` | `int?` | FK to Contact |
+| `contactAddressId` | `int?` | FK to ContactAddress |
+| `nonContactName` | `string?` | Name when no contact linked |
+| `entityType` | `EntityTypes` enum | Shipper, Consignee, Carrier, etc. |
+| `orderEntitySequence` | `int` | Sort order |
+| `isDeleted` | `bool?` | Soft delete |
+| `customValues` | `Dictionary` | jsonb |
+
+### Navigation
+
+| Field | Type |
+|-------|------|
+| `contact` | `Contact?` |
+| `contactAddress` | `ContactAddress?` |
+
+### GraphQL Computed
+
+- `contactName` — mapped from `contact.name`
+- `attachments` — filterable collection
+- `getOrderEntityAttachments(idPropertyName, filter, orderBy, search)` — resolver
+
+### EntityTypes Enum
+
+Shipper=0, Consignee=1, Carrier=2, Vendor=3, UltimateConsignee=4, NotifyParty=5, Intermediate=6, ForwardingAgent=7, DestinationAgent=8, PickupFrom=9, DeliverTo=10, DeliveryCarrier=11, ReceivedBy=12, USPPI=13
+
+---
+
+## TrackingEvent
+
+Milestone/tracking event on an order or commodity.
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `trackingEventId` | `int` | PK |
+| `eventDefinitionId` | `int` | FK to EventDefinition |
+| `eventDate` | `DateTime?` | When the event occurred |
+| `description` | `string?` | |
+| `location` | `string?` | |
+| `isInactive` | `bool` | |
+| `includeInTracking` | `bool` | Show in tracking UI |
+| `sendEmail` | `bool` | Trigger email notification |
+| `customValues` | `Dictionary` | jsonb |
+
+### Navigation
+
+| Field | Type |
+|-------|------|
+| `eventDefinition` | `EventDefinition` |
+
+---
+
+## EventDefinition
+
+Template/type definition for tracking events.
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `eventDefinitionId` | `int` | PK |
+| `eventName` | `string` | |
+| `description` | `string?` | |
+| `location` | `string?` | Default location |
+| `isInactive` | `bool` | |
+| `includeInTracking` | `bool` | Default for events |
+| `sendEmail` | `bool` | Default for events |
+| `sendEmailDocumentId` | `int?` | FK to DocumentTemplate |
+| `isAutomaticCreate` | `bool` | Auto-create on triggers |
+| `triggerEventName` | `string?` | Trigger config |
+| `triggerEntityName` | `string?` | |
+| `triggerConditionFields` | `string?` | |
+| `customValues` | `Dictionary` | jsonb |
+
+---
+
+## LinkedOrder
+
+Links between orders (source → target).
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `sourceOrderId` | `int` | FK to Order (source) |
+| `targetOrderId` | `int` | FK to Order (target) |
+| `isDeleted` | `bool` | Soft delete |
+| `customValues` | `Dictionary` | jsonb |
+
+### Navigation
+
+| Field | Type |
+|-------|------|
+| `sourceOrder` | `Order` |
+| `targetOrder` | `Order` |
+
+---
+
+## OrderDocument
+
+Document template linked to an order for generation.
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `orderDocumentId` | `int` | PK |
+| `orderId` | `int` | FK to Order |
+| `documentTemplateId` | `int?` | FK to DocumentTemplate |
+| `workflowId` | `Guid?` | FK to Workflow (for generation) |
+| `lastGeneratedFile` | `string?` | File path/key |
+| `lastGeneratedTime` | `DateTime?` | |
+| `regenerateOnOrderChange` | `bool` | Auto-regenerate |
+| `metadata` | `Dictionary` | jsonb — auto-populated keys: `orderId`, `orderPickupId`, `orderDeliveryId`, `thirdPartyContactId`, `carrierId` |
+
+### Navigation
+
+| Field | Type |
+|-------|------|
+| `order` | `Order` |
+| `documentTemplate` | `DocumentTemplate?` |
+
+### GraphQL Computed
+
+- `getLinkToDocument(expiresInDays)` — returns signed URL

package/.claude/skills/cx-core/ref-entity-order.md

@@ -0,0 +1,168 @@
+# Order Entity Field Reference
+
+Field names as used in workflow expressions: `{{ entity.orderId }}`, `{{ entity.customValues.myField }}`.
+
+## Scalar Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `orderId` | `int` | Primary key |
+| `organizationId` | `int` | Tenant scope |
+| `orderNumber` | `string` | Business-facing number |
+| `trackingNumber` | `string?` | |
+| `orderType` | `OrderTypes` enum | See enum below |
+| `isDraft` | `bool` | Draft orders excluded from default queries |
+| `orderStatusId` | `int` | FK to OrderStatus |
+| `lastOrderStatusModified` | `DateTime?` | Auto-set on status change |
+| `entityTypeId` | `int?` | FK to EntityType |
+| `divisionId` | `int` | FK to Division |
+| `equipmentTypeId` | `int?` | FK to EquipmentType |
+| `billToContactId` | `int?` | FK to Contact |
+| `employeeContactId` | `int?` | FK to Contact |
+| `salespersonContactId` | `int?` | FK to Contact |
+| `created` | `DateTime` | |
+| `createdBy` | `string` | User ID |
+| `lastModified` | `DateTime` | |
+| `lastModifiedBy` | `string` | User ID |
+
+## Navigation Properties
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `orderStatus` | `OrderStatus` | `.statusName`, `.statusStage` |
+| `division` | `Division` | `.name` |
+| `equipmentType` | `EquipmentType` | |
+| `billToContact` | `Contact` | Full contact object |
+| `employeeContact` | `Contact` | |
+| `salespersonContact` | `Contact` | |
+| `organization` | `Organization` | |
+| `entityType` | `EntityType` | |
+| `createdUser` | `User` | `.firstName`, `.lastName`, `.email` |
+| `updatedUser` | `User` | |
+
+## Collection Properties
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `orderEntities` | `[OrderEntity]` | Shipper, Consignee, Carrier, etc. (by `entityType`) |
+| `charges` | `[Charge]` | Direct charges |
+| `orderCommodities` | `[OrderCommodity]` | Join to commodities (has own `customValues`) |
+| `trackingEvents` | `[TrackingEvent]` | Milestones |
+| `orderDocuments` | `[OrderDocument]` | |
+| `jobs` | `[Job]` | |
+| `jobOrders` | `[JobOrder]` | |
+| `orderTags` | `[OrderTag]` | |
+| `orderCarriers` | `[OrderCarrier]` | |
+| `allTags` | `[OrderAllTagsView]` | View: all tags including from commodities |
+| `allRelatedOrders` | `[OrderRelatedOrdersView]` | Orders sharing commodities |
+| `outgoingLinks` | `[LinkedOrder]` | |
+| `incomingLinks` | `[LinkedOrder]` | |
+
+## Pre-filtered OrderEntity Collections (GraphQL)
+
+These are virtual fields that filter `orderEntities` by type:
+
+| Field | EntityType |
+|-------|------------|
+| `orderEntityCarriers` | Carrier |
+| `orderEntityVendors` | Vendor |
+| `orderEntityPickups` | Shipper |
+| `orderEntityDeliveries` | Consignee |
+| `orderEntityDeliveryCarriers` | DeliveryCarrier |
+| `orderEntityDeliverTo` | DeliverTo |
+| `orderEntityPickupFrom` | PickupFrom |
+| `orderEntityDestinationAgent` | DestinationAgent |
+| `orderEntityForwardingAgent` | ForwardingAgent |
+| `orderEntityIntermediate` | Intermediate |
+| `orderEntityNotifyParty` | NotifyParty |
+| `orderEntityUltimateConsignee` | UltimateConsignee |
+| `orderEntityReceivedBy` | ReceivedBy |
+| `orderEntityUsppi` | USPPI |
+
+## Computed/Resolved GraphQL Fields
+
+| Field | Returns | Notes |
+|-------|---------|-------|
+| `commoditySummary` | `CommoditySummary` | `.totalWeight`, `.totalPieces`, `.totalQuantity`, `.totalVolume` |
+| `accountingSummary` | `AccountingSummary` | |
+| `getContact(idPropertyName)` | `Contact` | Resolve contact from `customValues[idPropertyName]` |
+| `getPort(idPropertyName)` | `Port` | Resolve port from `customValues[idPropertyName]` |
+| `getVessel(idPropertyName)` | `Vessel` | Resolve vessel from `customValues[idPropertyName]` |
+| `getCountry(idPropertyName)` | `Country` | Resolve country from `customValues[idPropertyName]` |
+| `getRoute(idPropertyName)` | `Route` | Resolve route from `customValues[idPropertyName]` |
+| `getModeOfTransportation(idPropertyName)` | `ModeOfTransportation` | |
+| `getCustomCode(idPropertyName)` | `CustomCode` | |
+| `getRelatedOrderByProperty(idPropertyName)` | `Order` | Resolve related order from `customValues[idPropertyName]` |
+| `getCharge(chargeDescription)` | `Charge` | Single charge by description |
+| `getChargesByChargeType(chargeType)` | `[Charge]` | Charges filtered by type |
+| `getOrderSummary(weightUnit, volumeUnit, dimensionsUnit)` | `OrderSummary` | |
+| `lastTrackingEvent(eventDefinitionName)` | `TrackingEvent` | Most recent |
+| `notesCount(threadFilter)` | `int` | |
+| `changeHistory(startDate, endDate, maxResults)` | `[ChangeHistory]` | Audit trail |
+
+## OrderTypes Enum
+
+| Value | Int | Notes |
+|-------|-----|-------|
+| `Order` | 0 | Generic order |
+| `Quote` | 1 | |
+| `WarehouseReceipt` | 2 | Warehouse order |
+| `Purchase` | 3 | Pickup order |
+| `ParcelShipment` | 4 | |
+| `AirShipmentOrder` | 5 | |
+| `OceanShipmentOrder` | 6 | |
+| `CargoMovement` | 7 | |
+| `EntityType` | 8 | Type defined by EntityType |
+| `PickupOrder` | 9 | |
+| `LoadOrder` | 10 | |
+| `BookingOrder` | 11 | |
+| `Freight` | 12 | |
+| `DeliveryOrder` | 13 | |
+
+## EntityTypes Enum (for OrderEntity)
+
+| Value | Int | Description |
+|-------|-----|-------------|
+| `Shipper` | 0 | Origin party |
+| `Consignee` | 1 | Destination party |
+| `Carrier` | 2 | Transport provider |
+| `Vendor` | 3 | |
+| `UltimateConsignee` | 4 | |
+| `NotifyParty` | 5 | |
+| `Intermediate` | 6 | |
+| `ForwardingAgent` | 7 | |
+| `DestinationAgent` | 8 | |
+| `PickupFrom` | 9 | |
+| `DeliverTo` | 10 | |
+| `DeliveryCarrier` | 11 | |
+| `ReceivedBy` | 12 | |
+| `USPPI` | 13 | US Principal Party in Interest |
+
+## CustomValues
+
+`Dictionary<string, object?>` stored as PostgreSQL `jsonb`. Access in workflows:
+
+```yaml
+# Template expressions
+value: "{{ entity.customValues.myField }}"
+value: "{{ entity.customValues['my-field'] }}"
+
+# NCalc conditions
+conditions:
+  - expression: "isNullOrEmpty([entity.customValues.myField?]) = false"
+
+# Update via Order/Update task
+inputs:
+  orderId: "{{ entity.orderId }}"
+  order:
+    CustomValues.myField: "newValue"        # Dot notation (single field)
+    customValues:                            # Bulk update (merge)
+      field1: "value1"
+      field2: "{{ computed }}"
+```
+
+**Known system customValues keys:**
+- `modeOfTransportationId` / `modeOfTransportationIdDescription` — transport mode
+
+**Resolver pattern** — Many GraphQL fields resolve entities from customValues IDs:
+`getContact(idPropertyName)` reads `customValues[idPropertyName]` as a contact ID and returns the full Contact object. Same pattern for ports, vessels, countries, routes, etc.

package/.claude/skills/cx-core/ref-entity-rate.md

@@ -0,0 +1,174 @@
+# Rate, Pricing & Accounting Lookup Reference
+
+## Rate
+
+Carrier/vendor rates with tariff rules.
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `rateId` | `int` | PK |
+| `organizationId` | `int` | |
+| `rateNumber` | `string?` | |
+| `rateType` | `RateType` enum | StandardClientRate=0, ClientRate=1, CarrierRate=2, CommissionRate=3 |
+| `carrierId` | `int?` | FK to Contact |
+| `clientId` | `int?` | FK to Contact |
+| `currencyId` | `int?` | FK to Currency |
+| `accountingItemId` | `int?` | FK to AccountingItem |
+| `modeOfTransportationId` | `int?` | FK |
+| `commodityTypeId` | `int?` | FK |
+| `effectiveDate` | `DateTime?` | |
+| `expirationDate` | `DateTime?` | |
+| `contractNumber` | `string?` | |
+| `amendmentNumber` | `string?` | |
+| `transitDaysMin` | `int?` | |
+| `transitDaysMax` | `int?` | |
+| `serviceType` | `ServiceType?` enum | PortToDoor=1, DoorToDoor=2, DoorToPort=3, PortToPort=4 |
+| `frequency` | `Frequency?` enum | Daily=1, Weekly=2, Biweekly=3, Monthly=4, Other=5 |
+| `automaticallyCreateCharge` | `bool` | |
+| `isHazardous` | `bool?` | |
+| `notes` | `string?` | |
+| `tariff` | `TariffOptions` | JSON object (see below) |
+| `routeId` | `int?` | FK to Route |
+| `routeLegId` | `int?` | FK to RouteLeg |
+| `customValues` | `Dictionary` | jsonb |
+
+### Port References (on Rate)
+
+| Field | Type |
+|-------|------|
+| `portOfReceiptId` | `string?` → Port |
+| `portOfLoadingId` | `string?` → Port |
+| `portOfUnloadingId` | `string?` → Port |
+| `portOfDeliveryId` | `string?` → Port |
+| `countryOfOriginCode` | `string?` → Country |
+| `countryOfDestinationCode` | `string?` → Country |
+
+### TariffOptions (JSON object)
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `baseCharge` | `decimal?` | |
+| `minimum` | `decimal?` | |
+| `maximum` | `decimal?` | |
+| `rateMultiplier` | `decimal?` | |
+| `ratePer` | `decimal?` | |
+| `applyBy` | `ApplyBy?` enum | Pieces, Weight, ChargeableWeight, Volume, Container, Calculated, FlatRate |
+| `unitType` | `Units?` enum | Ft, Vlb, Vkg, M, Lb, Kg |
+| `ratePerType` | `RatePerType?` enum | Unit, Range |
+| `calculatedOf` | `CalculatedOfTypes?` enum | Income, Expense, Profit, IncomeFreight |
+| `percentageOfType` | `PercentageOfType?` enum | Cost, Income, Profit |
+| `minimumChargeableWeight` | `decimal?` | |
+| `minimumWeight` | `decimal?` | |
+| `maximumWeight` | `decimal?` | |
+| `rateData` | `[{rateIndex, rateValue, packageTypeId}]` | |
+
+---
+
+## Lane
+
+Shipping lanes linking origin/destination.
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `id` | `int` | PK |
+| `organizationId` | `int` | |
+| `contactId` | `int` | FK to Contact |
+| `description` | `string?` | |
+| `originPortId` | `string?` | FK to Port |
+| `destinationPortId` | `string?` | FK to Port |
+| `originCityId` | `int?` | FK to City |
+| `destinationCityId` | `int?` | FK to City |
+| `customValues` | `Dictionary` | jsonb |
+
+### Navigation
+
+`contact`, `originPort`, `destinationPort`, `originCity`, `destinationCity`, `modeOfTransportations` (M2M)
+
+---
+
+## Discount
+
+### Fields
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `discountId` | `int` | PK |
+| `organizationId` | `int` | |
+| `name` | `string?` | |
+| `promoCode` | `string?` | |
+| `description` | `string?` | |
+| `type` | `DiscountType` enum | Percentage=1, FixedAmount=2 |
+| `value` | `decimal` | Percentage or fixed amount |
+| `startDate` | `DateTime` | |
+| `endDate` | `DateTime` | |
+| `isActive` | `bool` | |
+| `usageLimit` | `int?` | Max times discount can be used |
+| `usedCount` | `int` | |
+| `activationLimit` | `int?` | |
+| `activationCount` | `int` | |
+| `minimumChargeAmount` | `decimal?` | |
+| `minimumWeight` | `decimal?` | |
+| `minimumWeightUnit` | `WeightUnit?` | Lb, Kg |
+| `accountingItemId` | `int` | FK |
+| `targetContactTags` | `[string]` | Tag-based targeting |
+| `customValues` | `Dictionary` | jsonb |
+
+### Navigation
+
+`carriers` (M2M via ContactDiscount), `transportationModes` (M2M), `destinationCountries` (M2M), `validationWorkflows` (M2M)
+
+---
+
+## AccountingItem
+
+Chart of accounts line items.
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `accountingItemId` | `int` | PK |
+| `organizationId` | `int` | |
+| `itemCode` | `string?` | |
+| `description` | `string` | |
+| `itemType` | `ItemType` enum | Other=0, Freight=1, Valuation=2, Tax=3, OtherFreight=4, Inventory=5 |
+| `price` | `decimal?` | |
+| `accountId` | `int` | FK to AccountingAccount |
+| `salesTaxId` | `int?` | FK to SalesTax |
+| `tariff` | `TariffOptions?` | Same JSON as Rate |
+| `isInactive` | `bool` | |
+| `customValues` | `Dictionary` | jsonb |
+
+---
+
+## AccountingAccount
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `accountId` | `int` | PK |
+| `organizationId` | `int` | |
+| `accountName` | `string` | |
+| `accountNumber` | `string?` | |
+| `accountType` | `AccountType` enum | AccountReceivable=1, AccountPayable=2 |
+| `parentAccountId` | `int?` | Self-referencing FK |
+| `isInactive` | `bool` | |
+
+No customValues.
+
+---
+
+## PaymentTerm
+
+| Field | Type | Notes |
+|-------|------|-------|
+| `paymentTermId` | `int` | PK |
+| `organizationId` | `int` | |
+| `description` | `string` | |
+| `netDueDays` | `int` | Days until due |
+| `discountPaidWithinDays` | `int?` | Early payment discount window |
+| `discountPercentage` | `int?` | Early payment discount % |
+| `isInactive` | `bool` | |
+
+No customValues.