@happyvertical/smrt-commerce 0.55.7 → 0.55.8

package/dist/smrt-knowledge.json

@@ -3,14 +3,15 @@
   "sensitiveFieldsExcluded": true,
   "generatedAt": "1970-01-01T00:00:00.000Z",
   "packageName": "@happyvertical/smrt-commerce",
-  "packageVersion": "0.55.7",
+  "packageVersion": "0.55.8",
   "sourceManifestPath": "dist/manifest.json",
   "agentDocPath": "AGENTS.md",
   "sourceHashes": {
-    "manifest": "4df0d8742511a1d86fb3ba87a46ae8021fc87b10796985af4ed6af1103fd0247",
-    "packageJson": "6cda8f067b483bcf6e2760f207f92e039f7a35340d29f677abd12e4b1e4cf7ec",
-    "agents": "67b16f7ce35487a5fecaca37b52edbdb66c166b2d99672ce56f08ea3f4a6f3f3",
+    "manifest": "fab00930e2edfdf36fb8808888b8211e960b7f986d0622ee83106e0d94eafcb0",
+    "packageJson": "f4998bf8791b5098e3a81439230337d8a40eb39d831d3cdd24e3b9e8578845e3",
+    "agents": "d7214590c1d2b6a7e47ee181833f9411eb9c8c5c6a0f325e0666e1723694fe22",
     "moduleDoc:agents/invoice-quantity.md": "bc3b617d4fb8cc87511763b281283107557ba64795e64522193ef967a3715d32",
+    "moduleDoc:agents/customer-vendor-ui.md": "1187b4d14e6bab661a2bb3312315239952dc955f90eceb177719f48dd0979150",
     "moduleDoc:agents/commercial-ui.md": "308729a481c82903d06837e7052c04509a92cf17d17345f71dce88d8d42d0431",
     "moduleDoc:agents/quote-ui.md": "514568e4e7815c47113627ac044a1f31a6933377b3f6c70f5d54b2508d94200c",
     "moduleDoc:agents/purchasing-ui.md": "51ab713d89949c9779973191dfa3529e5120d087321236fc48ad1948c88f9866"
@@ -36,7 +37,11 @@
     "@happyvertical/smrt-vitest": "workspace:*",
     "@sveltejs/package": "^2.5.8",
     "@sveltejs/vite-plugin-svelte": "^7.3.0",
+    "@testing-library/jest-dom": "^7.0.1",
+    "@testing-library/svelte": "^5.4.2",
+    "@testing-library/user-event": "^14.6.7",
     "@types/node": "24.13.6",
+    "axe-core": "^4.13.0",
     "fast-glob": "^3.3.3",
     "svelte": "^5.57.0",
     "svelte-check": "^4.7.6",
@@ -4028,7 +4033,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -4422,7 +4428,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -4878,7 +4885,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -5334,7 +5342,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -5790,7 +5799,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -6246,7 +6256,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -6702,7 +6713,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -7158,7 +7170,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -7626,7 +7639,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -8082,7 +8096,8 @@
           "name": "contractType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "The kind of contract: order, estimate, lease, agreement and so on."
         },
         {
           "name": "status",
@@ -8679,28 +8694,32 @@
           "type": "foreignKey",
           "required": false,
           "related": "Contract",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The order, quote or agreement this line belongs to."
         },
         {
           "name": "description",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "What is being sold or bought on this line."
         },
         {
           "name": "quantity",
           "type": "decimal",
           "required": false,
           "columnType": "REAL",
-          "default": 1
+          "default": 1,
+          "description": "How many."
         },
         {
           "name": "unitPrice",
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "The price of one, before tax."
         },
         {
           "name": "discount",
@@ -8714,21 +8733,24 @@
           "type": "decimal",
           "required": false,
           "columnType": "REAL",
-          "default": 0
+          "default": 0,
+          "description": "The tax rate for this line, as a percentage (5 means 5%)."
         },
         {
           "name": "amount",
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "The line total."
         },
         {
           "name": "productId",
           "type": "crossPackageRef",
           "required": false,
           "related": "@happyvertical/smrt-products:Product",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The product this line is for, if it is one you list."
         },
         {
           "name": "sku",
@@ -9231,33 +9253,38 @@
           "type": "foreignKey",
           "required": false,
           "related": "Contract",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The order being fulfilled."
         },
         {
           "name": "fulfillmentType",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "How it gets to the customer: shipment, delivery, pickup, digital or service."
         },
         {
           "name": "status",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "Where it stands: pending, processing, shipped, delivered or cancelled."
         },
         {
           "name": "trackingNumber",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "The carrier's tracking number."
         },
         {
           "name": "carrier",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "The company carrying it."
         },
         {
           "name": "shippingAddress",
@@ -9269,13 +9296,15 @@
           "name": "shippedAt",
           "type": "datetime",
           "required": false,
-          "columnType": "TIMESTAMP"
+          "columnType": "TIMESTAMP",
+          "description": "When it was dispatched."
         },
         {
           "name": "deliveredAt",
           "type": "datetime",
           "required": false,
-          "columnType": "TIMESTAMP"
+          "columnType": "TIMESTAMP",
+          "description": "When it arrived."
         },
         {
           "name": "estimatedDelivery",
@@ -9288,7 +9317,8 @@
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "Anything worth remembering about this shipment."
         }
       ],
       "relationships": [
@@ -9557,21 +9587,24 @@
           "type": "foreignKey",
           "required": false,
           "related": "Fulfillment",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The shipment this line belongs to."
         },
         {
           "name": "contractLineItemId",
           "type": "foreignKey",
           "required": false,
           "related": "ContractLineItem",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The order line being sent."
         },
         {
           "name": "quantityFulfilled",
           "type": "decimal",
           "required": false,
           "columnType": "REAL",
-          "default": 1
+          "default": 1,
+          "description": "How many of that line are in this shipment."
         },
         {
           "name": "notes",
@@ -9737,21 +9770,24 @@
           "type": "foreignKey",
           "required": false,
           "related": "Customer",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The customer being billed."
         },
         {
           "name": "contractId",
           "type": "foreignKey",
           "required": false,
           "related": "Contract",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The order or agreement this invoice bills for, if any."
         },
         {
           "name": "invoiceNumber",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "The number printed on the invoice."
         },
         {
           "name": "reference",
@@ -9764,33 +9800,38 @@
           "name": "issueDate",
           "type": "datetime",
           "required": false,
-          "columnType": "TIMESTAMP"
+          "columnType": "TIMESTAMP",
+          "description": "The date the invoice was issued."
         },
         {
           "name": "dueDate",
           "type": "datetime",
           "required": false,
-          "columnType": "TIMESTAMP"
+          "columnType": "TIMESTAMP",
+          "description": "The date payment is expected."
         },
         {
           "name": "paidDate",
           "type": "datetime",
           "required": false,
-          "columnType": "TIMESTAMP"
+          "columnType": "TIMESTAMP",
+          "description": "The date it was paid in full."
         },
         {
           "name": "subtotal",
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "The amount before tax."
         },
         {
           "name": "taxAmount",
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "The tax charged."
         },
         {
           "name": "providerTaxAmount",
@@ -9804,27 +9845,31 @@
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "What the customer owes in all, tax included."
         },
         {
           "name": "amountPaid",
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "How much of the total has been paid so far."
         },
         {
           "name": "currency",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": "CAD"
+          "default": "CAD",
+          "description": "The currency of the invoice."
         },
         {
           "name": "status",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "Where the invoice stands: draft, sent, viewed, paid, overdue or cancelled."
         },
         {
           "name": "arJournalId",
@@ -9904,21 +9949,24 @@
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "Private notes, not shown to the customer."
         },
         {
           "name": "customerNotes",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "A message shown to the customer on the invoice."
         },
         {
           "name": "terms",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "The payment conditions, such as Net 30."
         }
       ],
       "relationships": [
@@ -10358,14 +10406,16 @@
           "type": "foreignKey",
           "required": false,
           "related": "Invoice",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The invoice this line belongs to."
         },
         {
           "name": "description",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "What is being billed on this line."
         },
         {
           "name": "sku",
@@ -10379,7 +10429,8 @@
           "type": "decimal",
           "required": false,
           "columnType": "REAL",
-          "default": 1
+          "default": 1,
+          "description": "How many."
         },
         {
           "name": "invoiceEditorStateJson",
@@ -10393,7 +10444,8 @@
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "The price of one, before tax."
         },
         {
           "name": "discount",
@@ -10407,14 +10459,16 @@
           "type": "decimal",
           "required": false,
           "columnType": "REAL",
-          "default": 0
+          "default": 0,
+          "description": "The tax rate for this line, as a percentage (5 means 5%)."
         },
         {
           "name": "amount",
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "The line total."
         },
         {
           "name": "sourceType",
@@ -10768,40 +10822,46 @@
           "type": "foreignKey",
           "required": false,
           "related": "Contract",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The order or agreement this payment is for, if any."
         },
         {
           "name": "customerId",
           "type": "foreignKey",
           "required": false,
           "related": "Customer",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The customer who paid."
         },
         {
           "name": "amount",
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "How much was paid."
         },
         {
           "name": "currency",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": "USD"
+          "default": "USD",
+          "description": "The currency of the payment."
         },
         {
           "name": "method",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "How it was paid: cash, check, card, bank transfer or other."
         },
         {
           "name": "status",
           "type": "text",
           "required": false,
-          "columnType": "TEXT"
+          "columnType": "TEXT",
+          "description": "Whether the payment is pending, completed, failed or refunded."
         },
         {
           "name": "transactionId",
@@ -10815,7 +10875,8 @@
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "A reference note, such as a check number."
         },
         {
           "name": "journalId",
@@ -10828,14 +10889,16 @@
           "name": "paidAt",
           "type": "datetime",
           "required": false,
-          "columnType": "TIMESTAMP"
+          "columnType": "TIMESTAMP",
+          "description": "When the money was received."
         },
         {
           "name": "notes",
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "Anything worth remembering about this payment."
         },
         {
           "name": "externalId",
@@ -11221,27 +11284,31 @@
           "type": "foreignKey",
           "required": false,
           "related": "Payment",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The payment being applied."
         },
         {
           "name": "invoiceId",
           "type": "foreignKey",
           "required": false,
           "related": "Invoice",
-          "columnType": "UUID"
+          "columnType": "UUID",
+          "description": "The invoice it settles."
         },
         {
           "name": "amount",
           "type": "integer",
           "required": false,
           "columnType": "INTEGER",
-          "default": 0
+          "default": 0,
+          "description": "How much of the payment goes to this invoice."
         },
         {
           "name": "allocatedAt",
           "type": "datetime",
           "required": false,
-          "columnType": "TIMESTAMP"
+          "columnType": "TIMESTAMP",
+          "description": "When it was applied."
         },
         {
           "name": "allocatedBy",
@@ -11255,7 +11322,8 @@
           "type": "text",
           "required": false,
           "columnType": "TEXT",
-          "default": ""
+          "default": "",
+          "description": "Anything worth remembering about this allocation."
         }
       ],
       "relationships": [
@@ -19699,13 +19767,18 @@
     "polymorphicAssociations": 0,
     "uuidColumns": 162
   },
-  "agentDoc": "# @happyvertical/smrt-commerce\n\nE-commerce with Contract STI hierarchy, invoice lifecycle, payment tracking, payout remittance, and optional ledger integration.\n\n## Models\n\n- **Customer** / **Vendor**: linked to Profile via string ID (not FK). Customer has creditLimit, paymentTerms, customerType (DTC / WHOLESALE / RETAIL). Vendor has leadTimeDays, minimumOrder, and `payoutAddresses: Record<string, string>` — a flat map from payout-rail-qualified currency code (`USDC-base`, `BTC`, `USD-stripe`, ...) to destination string (EVM address, BTC address, Stripe Connect account id, IBAN). Use `getPayoutAddress(currency)` for a `Map.get`-style lookup; missing entries return `undefined` (caller decides skip-vs-error).\n- **Contract** (STI base → Estimate, Order, Lease, Agreement, PurchaseOrder, WholesaleOrder, ProductionOrder, Cart, LicenseSale): 9 contract types sharing one table. Carries `channelId` (open-ended string — `dtc-web`, `wholesale-b2b`, `pos-store-N`, etc.) so the same model serves DTC checkout, B2B portals, and POS.\n- **WholesaleOrder**: B2B order. Conventional pairing — customer has `customerType: 'wholesale'`, NET-30/60 terms, delivered via wholesale-portal channel.\n- **ProductionOrder**: manufacturing equivalent of a PurchaseOrder — commission your factory to make finished goods. Consumes raw materials per BOM (`@happyvertical/smrt-manufacturing`) and produces SKU stock (`@happyvertical/smrt-inventory`).\n- **Cart**: transient order-in-progress. Same shape as Order; the application promotes the row from `_meta_type: Cart` to `_meta_type: Order` at checkout instead of copying data between tables.\n- **LicenseSale**: industry-neutral licensing primitive. Carries an *immutable* rights snapshot (`rightsMedium`, `rightsDistributionScope`, `rightsExclusivity`, `rightsDuration`, `rightsTerritory`, `rightsSublicensing`, `rightsDerivatives` — typed `Meta<T>` fields), licensee identity (`licenseeEmail`, optional `licenseeLegalEntity` / `licenseeJurisdiction`), and a signed-PDF reference (`pdfUrl`, `pdfHash`, optional `onChainHashRegistryRef`). Once saved at `ContractStatus.ACCEPTED`, the rights snapshot is frozen — mutating any of the seven rights fields and re-saving throws. The only legal transition out of ACCEPTED is `revoke()` (moves to CANCELLED without touching rights). Useful for stock media, music licensing, code-asset marketplaces, license keys, anywhere rights are sold for a fee.\n- **ContractLineItem**: items on contracts.\n- **Invoice**: status machine `DRAFT → SENT → VIEWED → PARTIAL → PAID` (also OVERDUE, CANCELLED, WRITTEN_OFF). `recognizeRevenue()` creates balanced AR journal entry (DR: Accounts Receivable, CR: Revenue, CR: Tax Payable).\n- **InvoiceLineItem**: fractional-quantity line items with safe minor-unit validation/recalculation on save; editor-mode recovery and existing-column migration are documented in [invoice quantity persistence](agents/invoice-quantity.md).\n- **Payment** / **PaymentAllocation**: tracks payments against invoices. Status controlled by `Invoice.updatePaymentStatus()`, not Payment model. Carries optional backend-adapter fields for PaymentBackend-routed flows: `backendId` (rail adapter id — `base-usdc`, `btc`, `stripe`, distinct from `externalProvider` which names an accounting sync destination), `backendTxRef` (chain tx hash or gateway settlement id), `nativeAmount` / `nativeCurrency` (what actually arrived), `usdAtQuote` / `usdAtConfirmation` (drift accounting for volatile-currency rails). `Payment.usdDrift()` returns the confirmation - quote delta, or `0` when either side is unset.\n- **PaymentInstrument**: reusable saved payment method (\"card on file\"). Stores only provider references and non-sensitive display metadata (`providerCustomerId`, `providerPaymentMethodId`, brand / last4 / expiry), never raw card data. Use `PaymentInstrumentCollection.setDefaultForCustomer()` to change the default so the single-default-per-customer invariant is enforced; generated create/update routes cannot write `isDefault` directly.\n- **PaymentIntent**: short-lived pre-payment commitment with multi-option semantics. Locks a USD price for a fixed window (default 15 minutes) and lists one or more `PaymentOption`s describing different rails (`backendId`, `currency`, `payTo`, `nativeAmount`, optional `chain` / `memo` / `x402Capable` / `expiresAt`). First option to receive payment wins; the others are implicitly retired. State machine `awaiting_payment → paid → (issued | retired)` plus `expired` and `cancelled`. Mutate via dedicated `markPaid` / `markIssued` / `expire` / `cancel` / `retire` helpers — direct status assignment bypasses the invariant checks. Idempotency via natural key `(tenant_id, offering_ref, licensee_email, idempotency_key)` and `PaymentIntentCollection.getOrCreateByIdempotencyKey()`.\n- **Payout**: operator-to-supplier remittance. Distinct from Payment because direction, status machine, and chain semantics differ. Status machine `pending → sent → confirmed → failed` (failed is terminal but resettable via `resetFromFailed()` after fixing the underlying problem). References source `paymentId` (plain string) and destination `vendorId` (foreign key). Amount invariant `supplierNet === grossAmount - operatorFee` enforced exactly on save (integer minor units, no tolerance — #2401). `PayoutCollection.createFromPayment()` is the typical entry point; it pulls native amount / currency from the source Payment.\n- **Fulfillment** / **FulfillmentLineItem**: shipment/delivery tracking.\n\n## Recipes (#3590)\n\n`src/recipes.ts` declares four minimal `SmrtRecipe`s, emitted into the built\n`manifest.json` and `smrt-knowledge.json` `recipes`: `commerce.customers`\n(Customer), `commerce.vendors` (Vendor), `commerce.sales` (Order, requires\ncustomers), `commerce.purchases` (PurchaseOrder, requires vendors). Headers\nonly; line items, fulfilment, invoices, and payments are later recipes. Each\nhas user-facing help in `src/<name>.recipe.md` (#3591), and the fields those\nrecipes show carry `@field({ description })` text; keep both in plain\nlanguage for end users and update them when a recipe's fields change. See\n[core recipes](../core/agents/recipes.md).\n\n## Ledger Integration\n\n`@happyvertical/smrt-ledgers` is a regular dependency, loaded lazily via dynamic `import()` so the coupling stays runtime-only (no hard static import; the package graph stays a DAG — see #1582). Invoice stores `arJournalId` and `revenueJournalId` as string references. `recognizeRevenue()` creates a balanced AR journal entry; `getArJournal()` returns null when no journal has been recognized yet.\n\n## Billing-period close (#3060)\n\n`src/billing/` closes periods from smrt-subscriptions charges; see the README\nfor usage.\n\n- **Port, not provider.** Period close, events, and credit checkout call only\n  the `BillingProvider` port (integer minor units). `stripe.ts` adapts\n  `@happyvertical/accounting`, which takes currency *major* units; convert with\n  `units.ts` and never hand-roll a Stripe call here. `units.ts` exponents are\n  an explicit ISO 4217 table matching the SDK's, never `Intl` display digits\n  (CLDR differs for IQD, MGA, … and drifts by ICU release). The SDK's\n  `*Minor` fields are already ISO minor units. Capabilities a rail may lack\n  (`chargeSavedPaymentMethod`, `createSetupCheckout`, `getCheckout`,\n  `setDefaultPaymentMethod`, `markInvoiceUncollectible`) are optional port\n  methods: detect them by presence, and keep additions optional (#3139).\n  `sendAndReconcile` refuses a provider invoice whose subtotal or total\n  disagrees with the local invoice.\n- **Replay safety is identity.** Close, invoice, line, payment, allocation,\n  and claim ids are `deterministicId()`s; `BillingLineSource` (conflict key\n  `source_type, source_id`) is the only double-billing guard, so never bill a\n  source without claiming it, and never widen that key. Each close step is\n  persisted before the next; `acquireCloseLease()` serializes workers. A\n  close that nets to a credit keeps its claims and ends `carried_forward`;\n  its subtotal is a `credit_carry_forward` source for the payer's next billed\n  close, which marks the carried close `completed`.\n- **Cycles and flat-plan coverage (#3116).** `cycles.ts` is the schedule\n  (pure; `BillingAccount.billingAnchorAt`, null = calendar months). A close\n  with no period closes each payer's `lastEndedBillingPeriod()`. Flat-plan\n  claims are the exception to \"id from the source\": their `sourceId` is\n  `<subscriptionId>:seq:<chainSequence>` and their `periodStart/End` is the\n  exact time they bill. `claimFlatWindow()` reads the last number, then the\n  coverage (claims ending after the window start), claims one gap as number\n  n + 1, and retries on conflict; reading in that order is what makes it\n  safe. That numbering, not the period, stops overlaps when schedules or\n  payers change — never claim a flat plan outside it, and keep both reads\n  bounded (no whole-history scans). Each numbered claim is its own invoice\n  line keyed `lineKey|periodStart` (a function of the claim alone, so a\n  resumed close rebuilds the same line ids). Proration is\n  `prorateMinorUnits()` (half up, BigInt) against the period's full cycle.\n- **System tables.** `BillingAccount`, `BillingPeriodClose`, and\n  `BillingLineSource` are not tenant-scoped and have no generated surface.\n  Collections stay unexported; models are root exports (#3082). Invoices,\n  payments, and journals are written in the seller's tenant; payer-owned\n  subscriptions and credit grants in a system context, only after\n  verification.\n- **Events** use smrt-jobs' delivery inbox under provider\n  `<name>-billing:<sellerTenantId>` and a provider-filtered\n  `ForgeProjectionRuntime`, so a runtime never claims another seller's\n  events; any other runtime sharing the inbox must pass `providers` too. Only\n  events this package acts on are stored: foreign checkouts are `ignored`,\n  and only `smrt_*` checkout metadata is kept; it is\n  HMAC-signed with the webhook secret at creation (empty values are omitted:\n  Stripe drops them), so another integration on the same account cannot forge\n  a credit purchase or a card setup; credit is granted only when the\n  collected total equals it plus provider tax. Checkout amounts come from the\n  re-read session (`getCheckout()`), never the Stripe event, whose amounts are\n  in Stripe's unit. Rotating the webhook secret strands in-flight checkouts\n  (up to 24 h). `observe()` re-reads provider state, so ordering never depends\n  on delivery order; the only provider writes in `observe()` are idempotent\n  (making a saved card the default). The standing hook runs inside the event\n  transaction and must be idempotent.\n- **Card on file and top-ups (#3139).** A saved card is the payer customer's\n  default `PaymentInstrument` (seller tenant, id from the provider method).\n  `autoChargeInvoices` bills such payers `charge_automatically`, decided once\n  and saved as `Invoice.collectionMethod` before the first push, which every\n  retry reuses (never recompute it: a lost push response would record a\n  method the provider was not asked for, #3190); activation follows `paid`, never send. An auto top-up attempt\n  is a `PENDING` `Payment` (`reference` `auto-top-up:<policyId>`, id from the\n  policy and `count()` of its attempts) inserted before the charge, so racing\n  evaluations derive one id and one charge; the charge key is derived from\n  that id. `applyAutoTopUpOutcome()` must run in a transaction and starts with\n  a conditional `UPDATE … WHERE status = 'pending'` row lock, so the hook and\n  the `payment` webhook settle once; the grant is keyed by the charge key.\n  Never settle an attempt outside that function. Taxed accounts are charged\n  with provider tax by default (#3194): the attempt row holds the credit\n  (the charge subtotal), the tax is journaled to tax payable at settlement,\n  and the attempt's tax decision is recorded in its `notes` so a re-drive\n  repeats the same charge request (the provider refuses a key reused with\n  different tax). `claimAttempt()` is the only place that decides a\n  skip and reports it (`onAutoTopUpSkipped`); `cardOnFile()` and period close\n  use `defaultCardInstrument()` — never copy that predicate. A provider write-off moves the local invoice to\n  `WRITTEN_OFF` (a later payment, by card or on a rail (#3188), is recorded\n  and reinstates the payer; the status stays, so \"paid in full\" for a\n  written-off invoice is read from its allocations).\n- **`Invoice.providerTaxAmount`** is added to line-item tax; it is\n  server-managed (not API-writable). `toAccountingInput()` emits major units.\n- **Payment rails (#3138).** A runtime has one issuing `provider` and any\n  number of `paymentProviders` (unique names, one inbox namespace each; a\n  provider with `capabilities.issuesInvoices === false` can never issue).\n  `observe()` resolves the provider from the delivery namespace, never the\n  payload. Crypto rails implement the port over `@happyvertical/payments`'\n  `CryptoCheckoutGateway`; never call BTCPay (or any gateway) from here.\n  Settlement is decided by the pure `decideAttempt()` from gateway state and\n  `paymentPolicy` — the gateway's `settled` is authoritative and nothing here\n  counts confirmations. A `BillingPaymentAttempt` (`(provider, checkout_id)`\n  deterministic id) records every state and settles once; grants and payments\n  are keyed by checkout id. Invoice payments close the issuer's invoice out of\n  band in `observe()` (idempotent) before `project()` records the payment, and\n  `settlePaidInvoice` skips (records nothing for) a `paidOutOfBand` invoice\n  the rail latched with `outOfBandRequestedAt`; other out-of-band closes are\n  recorded as `OTHER` payments. Rails never save cards or charge tax: a taxed\n  credit purchase on a rail needs an explicit `automaticTax: false`. Exceptions are flags for operators;\n  nothing reverses or refunds automatically.\n- **Known limits**: write-offs post no bad-debt journal (AR stays until paid\n  or journaled by an operator); discounts still reach Stripe as negative lines (the SDK's\n  line `discount` would change the lines a replayed push reconciles, so it\n  needs its own migration); `RetailCharge` has no adjustment ledger. Flat\n  plans are monthly, in arrears; plan changes are not prorated (#3119).\n\n## Cross-Package References\n\n- `customerId` → `@foreignKey('Customer')` (hard reference within package)\n- `profileId` → plain string to smrt-profiles\n- `arJournalId`, `revenueJournalId` → plain string to smrt-ledgers\n- `skuId` (on `PaymentIntent`, `LicenseSale`) → plain string to smrt-products\n- `paymentId` (on `PaymentIntent`, `Payout`, `LicenseSale`) → plain string to `Payment` (same package, but kept as plain string for cross-model consistency)\n- `vendorId` on `Payout` → `@foreignKey(Vendor)` (hard reference within package)\n- Billing records reference tenants with `@crossPackageRef('@happyvertical/smrt-users:Tenant')` and charges, plan periods, and adjustments by plain `sourceId`\n\n## Gotchas\n\n- **Optional tenancy**: all models `@TenantScoped({ mode: 'optional' })` + nullable tenantId\n- **Currency is integer minor units** (cents, satoshis) — `$19.99` is `1999`, like affiliates. Money is exact, so money fields initialize `= 0`, never `= 0.0`: the integer literal is what maps them to INTEGER columns (BIGINT on fresh PostgreSQL/DuckDB databases). Writing a fractional major-unit value is the bug — the model rejects it via `assertIntegerMinorUnits` on `Invoice`/`Payment`/`PaymentAllocation`/`Payout`/`Contract` before the database sees it, because PostgreSQL would reject it with `22P02` while SQLite's affinity silently stores it. `pnpm --filter @happyvertical/smrt-commerce test:postgres` is the lane that holds the line (#2361, #2401, #2373).\n- **Rates are the opposite**: `InvoiceLineItem.taxRate` and `ContractLineItem.taxRate` are inherently fractional and must initialize `= 0.0`. INTEGER would truncate every rate to 0. `ContractLineItem.quantity` is decimal for the same reason (contracts price fractional hours/weight/bandwidth); `InvoiceLineItem.quantity` is also decimal (six fractional places); existing integer columns require the explicit [quantity migration](agents/invoice-quantity.md).\n- **Rounding happens where a rate meets money, and nowhere else**: `InvoiceLineItem` uses exact shared invoice arithmetic to round fractional quantity × price and then tax to minor units; `ContractLineItem.calculateAmount()` uses `Math.round()` for tax. Everything downstream is exact integer arithmetic, which is why **there are no `EPSILON` tolerances left on any money path** (#2401). `Invoice`, `PaymentAllocation`, `Payout` and `PaymentIntent` compare with `===` / `>` / `>=`. Do not reintroduce a tolerance: against integers it forgives a real one-cent discrepancy rather than float fuzz. (`FulfillmentLineItem`'s quantity epsilon is unrelated — quantities are genuinely decimal there.)\n- **Migrating an existing database to minor units**: `preflightCommerceMoneyMinorUnits(db)` reports, per column, whether it still holds major units and which rows would be rounded or exceed JavaScript's safe-integer range; `migrateCommerceMoneyToMinorUnits(db)` converts them. Both are exported from the package root. The rescale is idempotent via a `_smrt_backfills` marker, changes the column type in place on PostgreSQL/DuckDB (`ALTER … TYPE BIGINT USING round(col * 100)`), and on SQLite rescales values only — SQLite cannot alter a declared type in place, so those columns come back in `declaredTypeChangePending` and need the table-rebuild path (#2370).\n- **`Payment.nativeAmount` is NOT in that migration, and must not be.** Its minor unit is a property of the *row's asset*: satoshis on a BTC rail (×1e8), cents on a fiat or stablecoin rail (×1e2), in one column discriminated only by `nativeCurrency`. A blanket ×100 turns 0.00713 BTC into `1` instead of `713000` sats, and a round 0.01 BTC even passes the preflight's integrality check while being wrong by six orders of magnitude. Convert it in two deliberate steps — normalise each row to its own asset's minor units while the column is still floating-point, then `rescaleMoneyColumnsToMinorUnits(db, COMMERCE_NATIVE_UNIT_COLUMNS, { scale: 1, … })` for the type change. `COMMERCE_NATIVE_UNIT_COLUMNS` is exported with a worked example; step one is deliberately the deployment's to write, because only it knows which `nativeCurrency` values it has used.\n- **`PaymentIntent.paymentOptions[].nativeAmount` has the same per-asset problem inside a JSON column and is likewise not migrated.** An intent's price lock defaults to 15 minutes, so the supported answer is to let open intents expire and be re-quoted: an unconverted option fails the exact `!==` reconciliation against the payment that arrives, which is a loud failure rather than a silently mis-scaled quote.\n- **Range and existing deployments**: fresh PostgreSQL/DuckDB INTEGER columns are BIGINT, and the runtime rejects values outside JavaScript's safe-integer range rather than rounding them. Existing PostgreSQL `int4` columns do not self-repair; widen them through the explicit migration tracked in #2424.\n- **Journals posted from commerce carry minor units**: `Payment.recordPayment()` and `Invoice.recognizeRevenue()` write `amount` / `totalAmount` straight into smrt-ledgers entries. smrt-ledgers is unit-agnostic (its `BALANCE_EPSILON` only checks debits === credits), and integer entries balance exactly, so this is strictly tighter than the major-unit journals commerce used to post.\n- **Invoice controls payment status**: not the Payment model — use `Invoice.updatePaymentStatus()`\n- **Tax rate is external**: no tax rate field on Invoice — rate must be calculated externally\n- **Profile linking**: separate `ProfileCollection.create()` needed to fetch actual Profile object\n- **PaymentIntent natural key**: `conflictColumns: ['tenant_id', 'offering_ref', 'licensee_email', 'idempotency_key']` — a retried `create` with the same tuple upserts the existing row. Use `getOrCreateByIdempotencyKey()` to branch on `{ intent, created }`. Empty natural-key inputs (e.g. blank `idempotencyKey`) disable dedup by design.\n- **Payout state-machine guards**: `markSent` requires a non-empty `backendTxRef`; `markConfirmed` only valid from `SENT`; `markFailed` only valid from `PENDING` / `SENT` (a confirmed payout can't fail — that path is a refund). `resetFromFailed()` is the dedicated escape hatch from `FAILED` back to `PENDING` after an operator fixes the underlying problem; it clears `backendTxRef` so the next attempt picks up a fresh one.\n- **PaymentInstrument defaults**: `isDefault` is domain-managed, not API-writable. Call `setDefaultForCustomer(customerId, instrumentId)` so the target is validated and the customer's other instruments are cleared.\n- **LicenseSale immutability**: rights snapshot freezes on save-with-status-ACCEPTED. The captured snapshot lives in a module-scoped `WeakMap<LicenseSale, string>` so it doesn't interact with the schema or round-trip through `_meta_data`. Drafts (status != ACCEPTED) remain mutable. To \"change\" an issued license: `revoke()` it, then issue a new `LicenseSale` row.\n- **Vendor.payoutAddresses normalization**: the constructor accepts either a `Record<string, string>` or a pre-serialized JSON string. `initialize()` re-normalizes after the framework's option-override pass; `save()` re-normalizes defensively against direct field assignment. Non-string values inside the input map are silently dropped to preserve the typed invariant downstream.\n\n## Commercial UI\n\nSee [commercial UI composition](agents/commercial-ui.md) for native form recovery, amount compatibility and backend ownership. Package-owned guides under `agents/` ship with the package.\n\n## Quote and estimate UI\n\n`src/svelte/quote-types.ts` separates unparsed draft strings from explicit\nminor-unit revision DTOs. Native row submitters, caller-owned retry identity and\nextension conventions are documented in [agents/quote-ui.md](agents/quote-ui.md).\n\n## Purchasing UI\n\n`PurchaseOrderEditor` preserves allocation IDs and explicit zeroes, including\nretained reduction rows; the server validates review fingerprints before recording.\nSee [agents/purchasing-ui.md](agents/purchasing-ui.md) for caller responsibilities.\n",
+  "agentDoc": "# @happyvertical/smrt-commerce\n\nE-commerce with Contract STI hierarchy, invoice lifecycle, payment tracking, payout remittance, and optional ledger integration.\n\n## Models\n\n- **Customer** / **Vendor**: linked to Profile via string ID (not FK). Customer has creditLimit, paymentTerms, customerType (DTC / WHOLESALE / RETAIL). Vendor has leadTimeDays, minimumOrder, and `payoutAddresses: Record<string, string>` — a flat map from payout-rail-qualified currency code (`USDC-base`, `BTC`, `USD-stripe`, ...) to destination string (EVM address, BTC address, Stripe Connect account id, IBAN). Use `getPayoutAddress(currency)` for a `Map.get`-style lookup; missing entries return `undefined` (caller decides skip-vs-error).\n- **Contract** (STI base → Estimate, Order, Lease, Agreement, PurchaseOrder, WholesaleOrder, ProductionOrder, Cart, LicenseSale): 9 contract types sharing one table. Carries `channelId` (open-ended string — `dtc-web`, `wholesale-b2b`, `pos-store-N`, etc.) so the same model serves DTC checkout, B2B portals, and POS.\n- **WholesaleOrder**: B2B order. Conventional pairing — customer has `customerType: 'wholesale'`, NET-30/60 terms, delivered via wholesale-portal channel.\n- **ProductionOrder**: manufacturing equivalent of a PurchaseOrder — commission your factory to make finished goods. Consumes raw materials per BOM (`@happyvertical/smrt-manufacturing`) and produces SKU stock (`@happyvertical/smrt-inventory`).\n- **Cart**: transient order-in-progress. Same shape as Order; the application promotes the row from `_meta_type: Cart` to `_meta_type: Order` at checkout instead of copying data between tables.\n- **LicenseSale**: industry-neutral licensing primitive. Carries an *immutable* rights snapshot (`rightsMedium`, `rightsDistributionScope`, `rightsExclusivity`, `rightsDuration`, `rightsTerritory`, `rightsSublicensing`, `rightsDerivatives` — typed `Meta<T>` fields), licensee identity (`licenseeEmail`, optional `licenseeLegalEntity` / `licenseeJurisdiction`), and a signed-PDF reference (`pdfUrl`, `pdfHash`, optional `onChainHashRegistryRef`). Once saved at `ContractStatus.ACCEPTED`, the rights snapshot is frozen — mutating any of the seven rights fields and re-saving throws. The only legal transition out of ACCEPTED is `revoke()` (moves to CANCELLED without touching rights). Useful for stock media, music licensing, code-asset marketplaces, license keys, anywhere rights are sold for a fee.\n- **ContractLineItem**: items on contracts.\n- **Invoice**: status machine `DRAFT → SENT → VIEWED → PARTIAL → PAID` (also OVERDUE, CANCELLED, WRITTEN_OFF). `recognizeRevenue()` creates balanced AR journal entry (DR: Accounts Receivable, CR: Revenue, CR: Tax Payable).\n- **InvoiceLineItem**: fractional-quantity line items with safe minor-unit validation/recalculation on save; editor-mode recovery and existing-column migration are documented in [invoice quantity persistence](agents/invoice-quantity.md).\n- **Payment** / **PaymentAllocation**: tracks payments against invoices. Status controlled by `Invoice.updatePaymentStatus()`, not Payment model. Carries optional backend-adapter fields for PaymentBackend-routed flows: `backendId` (rail adapter id — `base-usdc`, `btc`, `stripe`, distinct from `externalProvider` which names an accounting sync destination), `backendTxRef` (chain tx hash or gateway settlement id), `nativeAmount` / `nativeCurrency` (what actually arrived), `usdAtQuote` / `usdAtConfirmation` (drift accounting for volatile-currency rails). `Payment.usdDrift()` returns the confirmation - quote delta, or `0` when either side is unset.\n- **PaymentInstrument**: reusable saved payment method (\"card on file\"). Stores only provider references and non-sensitive display metadata (`providerCustomerId`, `providerPaymentMethodId`, brand / last4 / expiry), never raw card data. Use `PaymentInstrumentCollection.setDefaultForCustomer()` to change the default so the single-default-per-customer invariant is enforced; generated create/update routes cannot write `isDefault` directly.\n- **PaymentIntent**: short-lived pre-payment commitment with multi-option semantics. Locks a USD price for a fixed window (default 15 minutes) and lists one or more `PaymentOption`s describing different rails (`backendId`, `currency`, `payTo`, `nativeAmount`, optional `chain` / `memo` / `x402Capable` / `expiresAt`). First option to receive payment wins; the others are implicitly retired. State machine `awaiting_payment → paid → (issued | retired)` plus `expired` and `cancelled`. Mutate via dedicated `markPaid` / `markIssued` / `expire` / `cancel` / `retire` helpers — direct status assignment bypasses the invariant checks. Idempotency via natural key `(tenant_id, offering_ref, licensee_email, idempotency_key)` and `PaymentIntentCollection.getOrCreateByIdempotencyKey()`.\n- **Payout**: operator-to-supplier remittance. Distinct from Payment because direction, status machine, and chain semantics differ. Status machine `pending → sent → confirmed → failed` (failed is terminal but resettable via `resetFromFailed()` after fixing the underlying problem). References source `paymentId` (plain string) and destination `vendorId` (foreign key). Amount invariant `supplierNet === grossAmount - operatorFee` enforced exactly on save (integer minor units, no tolerance — #2401). `PayoutCollection.createFromPayment()` is the typical entry point; it pulls native amount / currency from the source Payment.\n- **Fulfillment** / **FulfillmentLineItem**: shipment/delivery tracking.\n\n## Recipes (#3590)\n\n`src/recipes.ts` declares four minimal `SmrtRecipe`s, emitted into the built\n`manifest.json` and `smrt-knowledge.json` `recipes`: `commerce.customers`\n(Customer), `commerce.vendors` (Vendor), `commerce.sales` (Order, requires\ncustomers), `commerce.purchases` (PurchaseOrder, requires vendors). Headers\nonly; line items, fulfilment, invoices, and payments are later recipes. Each\nhas user-facing help in `src/<name>.recipe.md` (#3591), and the fields those\nrecipes show carry `@field({ description })` text; keep both in plain\nlanguage for end users and update them when a recipe's fields change. See\n[core recipes](../core/agents/recipes.md).\n\n## Ledger Integration\n\n`@happyvertical/smrt-ledgers` is a regular dependency, loaded lazily via dynamic `import()` so the coupling stays runtime-only (no hard static import; the package graph stays a DAG — see #1582). Invoice stores `arJournalId` and `revenueJournalId` as string references. `recognizeRevenue()` creates a balanced AR journal entry; `getArJournal()` returns null when no journal has been recognized yet.\n\n## Billing-period close (#3060)\n\n`src/billing/` closes periods from smrt-subscriptions charges; see the README\nfor usage.\n\n- **Port, not provider.** Period close, events, and credit checkout call only\n  the `BillingProvider` port (integer minor units). `stripe.ts` adapts\n  `@happyvertical/accounting`, which takes currency *major* units; convert with\n  `units.ts` and never hand-roll a Stripe call here. `units.ts` exponents are\n  an explicit ISO 4217 table matching the SDK's, never `Intl` display digits\n  (CLDR differs for IQD, MGA, … and drifts by ICU release). The SDK's\n  `*Minor` fields are already ISO minor units. Capabilities a rail may lack\n  (`chargeSavedPaymentMethod`, `createSetupCheckout`, `getCheckout`,\n  `setDefaultPaymentMethod`, `markInvoiceUncollectible`) are optional port\n  methods: detect them by presence, and keep additions optional (#3139).\n  `sendAndReconcile` refuses a provider invoice whose subtotal or total\n  disagrees with the local invoice.\n- **Replay safety is identity.** Close, invoice, line, payment, allocation,\n  and claim ids are `deterministicId()`s; `BillingLineSource` (conflict key\n  `source_type, source_id`) is the only double-billing guard, so never bill a\n  source without claiming it, and never widen that key. Each close step is\n  persisted before the next; `acquireCloseLease()` serializes workers. A\n  close that nets to a credit keeps its claims and ends `carried_forward`;\n  its subtotal is a `credit_carry_forward` source for the payer's next billed\n  close, which marks the carried close `completed`.\n- **Cycles and flat-plan coverage (#3116).** `cycles.ts` is the schedule\n  (pure; `BillingAccount.billingAnchorAt`, null = calendar months). A close\n  with no period closes each payer's `lastEndedBillingPeriod()`. Flat-plan\n  claims are the exception to \"id from the source\": their `sourceId` is\n  `<subscriptionId>:seq:<chainSequence>` and their `periodStart/End` is the\n  exact time they bill. `claimFlatWindow()` reads the last number, then the\n  coverage (claims ending after the window start), claims one gap as number\n  n + 1, and retries on conflict; reading in that order is what makes it\n  safe. That numbering, not the period, stops overlaps when schedules or\n  payers change — never claim a flat plan outside it, and keep both reads\n  bounded (no whole-history scans). Each numbered claim is its own invoice\n  line keyed `lineKey|periodStart` (a function of the claim alone, so a\n  resumed close rebuilds the same line ids). Proration is\n  `prorateMinorUnits()` (half up, BigInt) against the period's full cycle.\n- **System tables.** `BillingAccount`, `BillingPeriodClose`, and\n  `BillingLineSource` are not tenant-scoped and have no generated surface.\n  Collections stay unexported; models are root exports (#3082). Invoices,\n  payments, and journals are written in the seller's tenant; payer-owned\n  subscriptions and credit grants in a system context, only after\n  verification.\n- **Events** use smrt-jobs' delivery inbox under provider\n  `<name>-billing:<sellerTenantId>` and a provider-filtered\n  `ForgeProjectionRuntime`, so a runtime never claims another seller's\n  events; any other runtime sharing the inbox must pass `providers` too. Only\n  events this package acts on are stored: foreign checkouts are `ignored`,\n  and only `smrt_*` checkout metadata is kept; it is\n  HMAC-signed with the webhook secret at creation (empty values are omitted:\n  Stripe drops them), so another integration on the same account cannot forge\n  a credit purchase or a card setup; credit is granted only when the\n  collected total equals it plus provider tax. Checkout amounts come from the\n  re-read session (`getCheckout()`), never the Stripe event, whose amounts are\n  in Stripe's unit. Rotating the webhook secret strands in-flight checkouts\n  (up to 24 h). `observe()` re-reads provider state, so ordering never depends\n  on delivery order; the only provider writes in `observe()` are idempotent\n  (making a saved card the default). The standing hook runs inside the event\n  transaction and must be idempotent.\n- **Card on file and top-ups (#3139).** A saved card is the payer customer's\n  default `PaymentInstrument` (seller tenant, id from the provider method).\n  `autoChargeInvoices` bills such payers `charge_automatically`, decided once\n  and saved as `Invoice.collectionMethod` before the first push, which every\n  retry reuses (never recompute it: a lost push response would record a\n  method the provider was not asked for, #3190); activation follows `paid`, never send. An auto top-up attempt\n  is a `PENDING` `Payment` (`reference` `auto-top-up:<policyId>`, id from the\n  policy and `count()` of its attempts) inserted before the charge, so racing\n  evaluations derive one id and one charge; the charge key is derived from\n  that id. `applyAutoTopUpOutcome()` must run in a transaction and starts with\n  a conditional `UPDATE … WHERE status = 'pending'` row lock, so the hook and\n  the `payment` webhook settle once; the grant is keyed by the charge key.\n  Never settle an attempt outside that function. Taxed accounts are charged\n  with provider tax by default (#3194): the attempt row holds the credit\n  (the charge subtotal), the tax is journaled to tax payable at settlement,\n  and the attempt's tax decision is recorded in its `notes` so a re-drive\n  repeats the same charge request (the provider refuses a key reused with\n  different tax). `claimAttempt()` is the only place that decides a\n  skip and reports it (`onAutoTopUpSkipped`); `cardOnFile()` and period close\n  use `defaultCardInstrument()` — never copy that predicate. A provider write-off moves the local invoice to\n  `WRITTEN_OFF` (a later payment, by card or on a rail (#3188), is recorded\n  and reinstates the payer; the status stays, so \"paid in full\" for a\n  written-off invoice is read from its allocations).\n- **`Invoice.providerTaxAmount`** is added to line-item tax; it is\n  server-managed (not API-writable). `toAccountingInput()` emits major units.\n- **Payment rails (#3138).** A runtime has one issuing `provider` and any\n  number of `paymentProviders` (unique names, one inbox namespace each; a\n  provider with `capabilities.issuesInvoices === false` can never issue).\n  `observe()` resolves the provider from the delivery namespace, never the\n  payload. Crypto rails implement the port over `@happyvertical/payments`'\n  `CryptoCheckoutGateway`; never call BTCPay (or any gateway) from here.\n  Settlement is decided by the pure `decideAttempt()` from gateway state and\n  `paymentPolicy` — the gateway's `settled` is authoritative and nothing here\n  counts confirmations. A `BillingPaymentAttempt` (`(provider, checkout_id)`\n  deterministic id) records every state and settles once; grants and payments\n  are keyed by checkout id. Invoice payments close the issuer's invoice out of\n  band in `observe()` (idempotent) before `project()` records the payment, and\n  `settlePaidInvoice` skips (records nothing for) a `paidOutOfBand` invoice\n  the rail latched with `outOfBandRequestedAt`; other out-of-band closes are\n  recorded as `OTHER` payments. Rails never save cards or charge tax: a taxed\n  credit purchase on a rail needs an explicit `automaticTax: false`. Exceptions are flags for operators;\n  nothing reverses or refunds automatically.\n- **Known limits**: write-offs post no bad-debt journal (AR stays until paid\n  or journaled by an operator); discounts still reach Stripe as negative lines (the SDK's\n  line `discount` would change the lines a replayed push reconciles, so it\n  needs its own migration); `RetailCharge` has no adjustment ledger. Flat\n  plans are monthly, in arrears; plan changes are not prorated (#3119).\n\n## Cross-Package References\n\n- `customerId` → `@foreignKey('Customer')` (hard reference within package)\n- `profileId` → plain string to smrt-profiles\n- `arJournalId`, `revenueJournalId` → plain string to smrt-ledgers\n- `skuId` (on `PaymentIntent`, `LicenseSale`) → plain string to smrt-products\n- `paymentId` (on `PaymentIntent`, `Payout`, `LicenseSale`) → plain string to `Payment` (same package, but kept as plain string for cross-model consistency)\n- `vendorId` on `Payout` → `@foreignKey(Vendor)` (hard reference within package)\n- Billing records reference tenants with `@crossPackageRef('@happyvertical/smrt-users:Tenant')` and charges, plan periods, and adjustments by plain `sourceId`\n\n## Gotchas\n\n- **Optional tenancy**: all models `@TenantScoped({ mode: 'optional' })` + nullable tenantId\n- **Currency is integer minor units** (cents, satoshis) — `$19.99` is `1999`, like affiliates. Money is exact, so money fields initialize `= 0`, never `= 0.0`: the integer literal is what maps them to INTEGER columns (BIGINT on fresh PostgreSQL/DuckDB databases). Writing a fractional major-unit value is the bug — the model rejects it via `assertIntegerMinorUnits` on `Invoice`/`Payment`/`PaymentAllocation`/`Payout`/`Contract` before the database sees it, because PostgreSQL would reject it with `22P02` while SQLite's affinity silently stores it. `pnpm --filter @happyvertical/smrt-commerce test:postgres` is the lane that holds the line (#2361, #2401, #2373).\n- **Rates are the opposite**: `InvoiceLineItem.taxRate` and `ContractLineItem.taxRate` are inherently fractional and must initialize `= 0.0`. INTEGER would truncate every rate to 0. `ContractLineItem.quantity` is decimal for the same reason (contracts price fractional hours/weight/bandwidth); `InvoiceLineItem.quantity` is also decimal (six fractional places); existing integer columns require the explicit [quantity migration](agents/invoice-quantity.md).\n- **Rounding happens where a rate meets money, and nowhere else**: `InvoiceLineItem` uses exact shared invoice arithmetic to round fractional quantity × price and then tax to minor units; `ContractLineItem.calculateAmount()` uses `Math.round()` for tax. Everything downstream is exact integer arithmetic, which is why **there are no `EPSILON` tolerances left on any money path** (#2401). `Invoice`, `PaymentAllocation`, `Payout` and `PaymentIntent` compare with `===` / `>` / `>=`. Do not reintroduce a tolerance: against integers it forgives a real one-cent discrepancy rather than float fuzz. (`FulfillmentLineItem`'s quantity epsilon is unrelated — quantities are genuinely decimal there.)\n- **Migrating an existing database to minor units**: `preflightCommerceMoneyMinorUnits(db)` reports, per column, whether it still holds major units and which rows would be rounded or exceed JavaScript's safe-integer range; `migrateCommerceMoneyToMinorUnits(db)` converts them. Both are exported from the package root. The rescale is idempotent via a `_smrt_backfills` marker, changes the column type in place on PostgreSQL/DuckDB (`ALTER … TYPE BIGINT USING round(col * 100)`), and on SQLite rescales values only — SQLite cannot alter a declared type in place, so those columns come back in `declaredTypeChangePending` and need the table-rebuild path (#2370).\n- **`Payment.nativeAmount` is NOT in that migration, and must not be.** Its minor unit is a property of the *row's asset*: satoshis on a BTC rail (×1e8), cents on a fiat or stablecoin rail (×1e2), in one column discriminated only by `nativeCurrency`. A blanket ×100 turns 0.00713 BTC into `1` instead of `713000` sats, and a round 0.01 BTC even passes the preflight's integrality check while being wrong by six orders of magnitude. Convert it in two deliberate steps — normalise each row to its own asset's minor units while the column is still floating-point, then `rescaleMoneyColumnsToMinorUnits(db, COMMERCE_NATIVE_UNIT_COLUMNS, { scale: 1, … })` for the type change. `COMMERCE_NATIVE_UNIT_COLUMNS` is exported with a worked example; step one is deliberately the deployment's to write, because only it knows which `nativeCurrency` values it has used.\n- **`PaymentIntent.paymentOptions[].nativeAmount` has the same per-asset problem inside a JSON column and is likewise not migrated.** An intent's price lock defaults to 15 minutes, so the supported answer is to let open intents expire and be re-quoted: an unconverted option fails the exact `!==` reconciliation against the payment that arrives, which is a loud failure rather than a silently mis-scaled quote.\n- **Range and existing deployments**: fresh PostgreSQL/DuckDB INTEGER columns are BIGINT, and the runtime rejects values outside JavaScript's safe-integer range rather than rounding them. Existing PostgreSQL `int4` columns do not self-repair; widen them through the explicit migration tracked in #2424.\n- **Journals posted from commerce carry minor units**: `Payment.recordPayment()` and `Invoice.recognizeRevenue()` write `amount` / `totalAmount` straight into smrt-ledgers entries. smrt-ledgers is unit-agnostic (its `BALANCE_EPSILON` only checks debits === credits), and integer entries balance exactly, so this is strictly tighter than the major-unit journals commerce used to post.\n- **Invoice controls payment status**: not the Payment model — use `Invoice.updatePaymentStatus()`\n- **Tax rate is external**: no tax rate field on Invoice — rate must be calculated externally\n- **Profile linking**: separate `ProfileCollection.create()` needed to fetch actual Profile object\n- **PaymentIntent natural key**: `conflictColumns: ['tenant_id', 'offering_ref', 'licensee_email', 'idempotency_key']` — a retried `create` with the same tuple upserts the existing row. Use `getOrCreateByIdempotencyKey()` to branch on `{ intent, created }`. Empty natural-key inputs (e.g. blank `idempotencyKey`) disable dedup by design.\n- **Payout state-machine guards**: `markSent` requires a non-empty `backendTxRef`; `markConfirmed` only valid from `SENT`; `markFailed` only valid from `PENDING` / `SENT` (a confirmed payout can't fail — that path is a refund). `resetFromFailed()` is the dedicated escape hatch from `FAILED` back to `PENDING` after an operator fixes the underlying problem; it clears `backendTxRef` so the next attempt picks up a fresh one.\n- **PaymentInstrument defaults**: `isDefault` is domain-managed, not API-writable. Call `setDefaultForCustomer(customerId, instrumentId)` so the target is validated and the customer's other instruments are cleared.\n- **LicenseSale immutability**: rights snapshot freezes on save-with-status-ACCEPTED. The captured snapshot lives in a module-scoped `WeakMap<LicenseSale, string>` so it doesn't interact with the schema or round-trip through `_meta_data`. Drafts (status != ACCEPTED) remain mutable. To \"change\" an issued license: `revoke()` it, then issue a new `LicenseSale` row.\n- **Vendor.payoutAddresses normalization**: the constructor accepts either a `Record<string, string>` or a pre-serialized JSON string. `initialize()` re-normalizes after the framework's option-override pass; `save()` re-normalizes defensively against direct field assignment. Non-string values inside the input map are silently dropped to preserve the typed invariant downstream.\n\n## Commercial UI\n\n`CustomerSelect`/`VendorSelect` are the registered selectors for Customer and\nVendor (`selects` in `src/ui.ts`); models carry `ui.widget` hints. See\n[customer/vendor UI](agents/customer-vendor-ui.md#selectors-3602).\n\nSee [commercial UI composition](agents/commercial-ui.md) for native form recovery, amount compatibility and backend ownership. Package-owned guides under `agents/` ship with the package.\n\n## Quote and estimate UI\n\n`src/svelte/quote-types.ts` separates unparsed draft strings from explicit\nminor-unit revision DTOs. Native row submitters, caller-owned retry identity and\nextension conventions are documented in [agents/quote-ui.md](agents/quote-ui.md).\n\n## Purchasing UI\n\n`PurchaseOrderEditor` preserves allocation IDs and explicit zeroes, including\nretained reduction rows; the server validates review fingerprints before recording.\nSee [agents/purchasing-ui.md](agents/purchasing-ui.md) for caller responsibilities.\n",
   "moduleDocs": [
     {
       "path": "agents/invoice-quantity.md",
       "module": "invoice-quantity",
       "content": "# Invoice quantity persistence and editor recovery\n\nInvoiceLineItem accepts nonnegative decimal quantities with at most six decimal\nplaces. The `1.0` default declares a floating-point quantity column. Unit price,\nflat discount, and calculated amount remain safe integer minor units. Save always\nvalidates resolved fields and recalculates amount; a supplied amount is never\ntrusted. Gross quantity × price and then tax on discounted gross round to minor\nunits, with ties toward positive infinity (including existing negative-price\ncredit lines). Tax is a resolved fraction in [0, 1], with eight decimal places.\nAccounting export retains an explicit zero rate instead of omitting it.\n\n`applyEditorDraft(draft, authorizedContext)` resolves the shared invoice draft\nhelper into description/SKU/quantity/price/flat discount/tax and stores cloned\n`invoiceEditorStateJson` TEXT, accessed through a guarded typed `invoiceEditorState` getter/setter. It does not save.\n`getEditorDraft(authorizedContext)` returns a clone only when currency, inherited\ntax authority, and all source fields still agree. Otherwise it returns null so the\ncaller can reconstruct a flat-discount/explicit-tax editor from resolved fields.\nNormal save clears stale editor state and never derives money from metadata.\nAll other object metadata, authorization, and transaction ownership are unchanged.\n\n## Existing integer columns\n\nRun a backup and pause invoice writers for this explicit migration. With a root\ndatabase handle and its known engine (`sqlite`, `postgres`, or `duckdb`), call\n`preflightInvoiceEditorStorage(db, engine)`, resolve every reported invalid row,\nthen `migrateInvoiceEditorStorage(db, engine)`. The preflight rejects negative,\nnonfinite, unsafe, excess-precision, and numerically non-roundtripping quantities.\nThe migration uses a transaction (and a PostgreSQL writer lock) and never rescales\nor rounds stored values. PostgreSQL widens INTEGER/BIGINT to DOUBLE PRECISION;\nDuckDB widens to DOUBLE. Repeating it leaves an already widened declaration alone.\nAn absent table is reported as absent and is never marked migrated.\n\nSQLite uses the public core table-rebuild planner to change the declaration to\nREAL while preserving existing columns, constraints, indexes, and triggers. If\nincoming foreign keys make that rebuild unsafe, the migration throws with the\nplanner reason and rolls back; it does not disable constraints or lose children.\nResolve that maintenance condition before deploying fractional writers. The same\ntransaction adds the nullable TEXT `invoice_editor_state_json` column with an empty\nstring default on every engine. This column is required for updated model saves.\nAn existing floating quantity column still receives the missing state column.\nNo schema mutation runs implicitly during runtime initialization or model save.\n\nThe actual DuckDB quantity/storage migration is tested. Complete Commerce model\npersistence on DuckDB is currently unsupported because its hard foreign keys use\nON UPDATE CASCADE, which DuckDB cannot preserve; the schema builder refuses that\ncontract. SQLite and PostgreSQL exercise complete save/reload model behavior.\n"
     },
+    {
+      "path": "agents/customer-vendor-ui.md",
+      "module": "customer-vendor-ui",
+      "content": "# Customer and vendor UI\n\nImport the provider-free surfaces from `@happyvertical/smrt-commerce/svelte`:\n\n```svelte\n<script lang=\"ts\">\n  import {\n    CustomerDirectory,\n    CustomerDetail,\n    CustomerForm,\n    VendorDirectory,\n    VendorDetail,\n    VendorForm,\n    type CustomerDisplayData,\n  } from '@happyvertical/smrt-commerce/svelte';\n\n  let { data, form } = $props();\n</script>\n\n<CustomerForm\n  mode=\"edit\"\n  values={form?.values ?? data.values}\n  errors={form?.errors}\n  transport={{\n    action: '?/update',\n    method: 'post',\n    hiddenFields: {\n      requestId: form?.values.requestId ?? data.requestId,\n      expectedTenantId: data.tenantId,\n    },\n  }}\n  labels={{ singular: 'Client', plural: 'Clients' }}\n  cancelHref={`/clients/${data.customer.id}`}\n/>\n```\n\nThe caller owns action URLs, server authorization, tenancy checks, request tokens, persistence, and retry behavior. Capability props only decide whether an affordance is rendered. The components never create a Profile, Customer, Vendor, or contact relationship and never generate request tokens.\n\n`CustomerDisplayData.creditLimitMinor` and `VendorDisplayData.minimumOrderMinor` are integer currency minor units. Detail components convert them only for display and accept an explicit `minorUnitExponent`. Form values deliberately use retained strings such as `1250.00`; the server validates and converts those major-unit strings to the model's integer minor units.\n\n`VendorFormValues.leadTimeDays` is also retained text. The control supplies a numeric keyboard hint without browser number-input sanitization, and the server must parse and validate the submitted non-negative integer.\n\nForms use the provider-free `Form`, `Input`, `Select`, `Textarea`, and `Checkbox` controls from `@happyvertical/smrt-ui/forms`. They default to native `POST` submission through `preventDefault={false}`. `transport.hiddenFields`, `transport.intentName`, and the field-name maps let an application preserve its existing payload contract. Repeatable contact rows submit repeated field names in DOM order. Add and remove controls are native submitters, so they work without JavaScript; the server returns the revised rows and retained values.\n\nDirectory search forms accept `hiddenFields` as a string record for caller-owned GET state such as sort direction and page size. Fields whose names equal the resolved `queryName` or `statusName` are omitted so the visible search controls remain authoritative.\n\nCustomer shipping and billing addresses use the shared `CountrySelect` and\n`ProvinceSelect`. The native names remain `shippingCountry`, `shippingState`,\n`billingCountry`, and `billingState` unless `fieldNames` overrides them. Changing\ncountry changes the region control without clearing its current string; CA and US\nrender localized subdivision choices, while unsupported countries render an\neditable text field. Unknown values remain selectable/postable after a failed\nsubmission. Use `countryOptions` or `provinceOptions` only when the caller must\nrestrict the choices. `VendorForm` has no structured address fields in its public\nDTO and does not invent them.\n\nVendor currency uses the shared `CurrencySelect`. The raw retained string remains\nthe native `currency` payload, including unknown values returned after validation.\nUse `currencyOptions` for caller-authorized restrictions; omitted options use the\nshared currency catalog. Selector labels follow the active smrt-ui i18n locale.\n\nThe forms place a non-focusable default save submitter before contact row actions so Enter in a text field cannot accidentally add or remove a contact. This remains in place when the `actions` snippet customizes the visible action bar; set `transport.saveIntent` to the custom save intent.\n\nUse the `extension` snippets for application fields such as construction roles and trades. Keep those fields and their policy in the application:\n\n```svelte\n<VendorForm values={data.values} transport={{ action: '?/save' }}>\n  {#snippet extension(values)}\n    <ConstructionVendorFields roles={values.roles} trades={values.trades} />\n  {/snippet}\n</VendorForm>\n```\n\nDirectory entries carry caller-owned detail links and pagination links. Detail edit links and form submit buttons appear only when their capability props allow them; the server must still authorize every request.\n\nDirectory empty and filter behavior follows this contract:\n\n| State | Empty guidance | Native form behavior |\n| --- | --- | --- |\n| No query, status, or caller filter is active | Explain that no records have been added; when `canCreate` and `addHref` are present, point to creating the first record | Search and status controls retain their normal names |\n| Query or status is active | Suggest changing search or filters | Visible query/status controls remain authoritative over same-named `hiddenFields` |\n| A caller-owned filter is active | Suggest changing search or filters | Render the `filters` snippet inside the directory form and list its names in `filterNames` so same-named hidden fields are omitted |\n| Caller supplies `emptyDescription` | Render the supplied description | Submission behavior is unchanged |\n\nThe `filters` snippet is for domain-adjacent GET controls that belong beside\nsearch and status, such as a trade classification. It does not move filtering\nor authorization into the component. `hasAdditionalFilters` describes whether\nthose controls currently narrow the result, while `filterNames` prevents a\nhidden/visible duplicate name from changing native form serialization.\n\nThe registry keys are `customer-directory`, `customer-detail`, `customer-form`, `vendor-directory`, `vendor-detail`, `vendor-form`, and `party-contact-fields`. Interactive examples are published by `@happyvertical/smrt-commerce/playground` and ship in the next generated Commerce package release. DomaCraft can replace its local routes incrementally by adapting its existing server DTOs and payload names; no identity or database migration is required.\n\nThe form playground previews handle save, add-contact, and remove-contact intents in memory. They deliberately return a simulated validation error on save so retained values and retry behavior can be inspected without a backend.\n\n## Selectors (#3602)\n\n`CustomerSelect` and `VendorSelect` are field-sized pickers built on the shared\nsmrt-ui `RelationInput` (`@happyvertical/smrt-ui/forms`, ARIA 1.2 combobox),\nthrough one internal `PartySelect` adapter that maps party DTOs to relation\noptions and localizes the field's text. Search, resolve, debounce, stale-result\nand create handling live in `RelationInput`, not here.\n\n| Prop | Meaning |\n| --- | --- |\n| `name`, `value` (bindable), `label`, `required`, `disabled`, `error`, `placeholder`, `description` | Field basics. `label` defaults to the localized \"Customer\"/\"Vendor\"; `error` renders a linked `role=\"alert\"`. |\n| `search(query)` | Caller-owned lookup returning party DTOs; called with `''` when the list opens and, debounced (`debounceMs`, default 250), as the person types. |\n| `resolve(id)` | Caller-owned lookup of the current value's DTO when it has not been listed; without it a value stays blank until searched. |\n| `onCreate(query)` | Optional. Renders \"+ New customer/vendor\" (`createLabel` overrides); a returned DTO is selected. |\n| `onchange(id)`, `interaction` | Change callback (`''` when cleared) and agent-interaction options. |\n\nRows show `profile.name` with localized status and, for customers, type\n(`Active · Wholesale`). Data never enters the component: no stores, no fetches,\nno tenant logic. A failed `search` shows an inline status, not an exception;\na failed `onCreate` leaves the field as it was. Text comes from the\n`commerce.select.*` messages. The selectors are registered as the\n`customer-select` and `vendor-select` slots, whose `selects` qualified names\nare emitted into the manifest's `uiSelectors`; keep `selects` a string literal\nso the scanner can read it.\n\nWidget hints (`@field({ ui: { widget } })`, #3599) are presentation-only and\nthe build rejects them on non-text fields; `currency` is a currency-code\npicker for ISO 4217 strings and is never applied to minor-unit amounts.\nBehaviour tests run under jsdom: `pnpm exec vitest run --config\nvitest.selects.config.ts` (also part of `pnpm test:ui`).\n"
+    },
     {
       "path": "agents/commercial-ui.md",
       "module": "commercial-ui",
@@ -19723,11 +19796,131 @@
     }
   ],
   "recipes": [
+    {
+      "id": "commerce.agreements",
+      "className": "AgreementsRecipe",
+      "label": "General agreements",
+      "summary": "Keep signed agreements with customers, and see every contract in one list.",
+      "synonyms": [
+        "contracts",
+        "terms",
+        "deals"
+      ],
+      "models": [
+        "@happyvertical/smrt-commerce:Agreement",
+        "@happyvertical/smrt-commerce:Contract",
+        "@happyvertical/smrt-commerce:ContractLineItem"
+      ],
+      "nav": [
+        {
+          "label": "Agreements",
+          "model": "@happyvertical/smrt-commerce:Agreement",
+          "icon": "fileText",
+          "description": "Signed deals and terms with your customers, in one place."
+        },
+        {
+          "label": "All contracts",
+          "model": "@happyvertical/smrt-commerce:Contract",
+          "icon": "fileText",
+          "description": "Every contract you hold, whoever it is with."
+        }
+      ],
+      "requires": [
+        "commerce.customers"
+      ],
+      "group": {
+        "id": "agreements",
+        "label": "Agreements",
+        "summary": "Contracts with customers: general agreements, leases and licence sales."
+      },
+      "section": {
+        "id": "agreements",
+        "label": "Agreements",
+        "icon": "fileText",
+        "description": "Contracts, leases and licenses with customers."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:Agreement": {
+          "fields": {
+            "contractType": {
+              "default": "agreement",
+              "visibility": "hidden",
+              "locked": true
+            },
+            "customerId": {
+              "label": "Customer",
+              "order": 1,
+              "required": true
+            },
+            "vendorId": {
+              "visibility": "hidden"
+            },
+            "subtotal": {
+              "visibility": "hidden"
+            },
+            "taxAmount": {
+              "visibility": "hidden"
+            },
+            "channelId": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:ContractLineItem": {
+          "fields": {
+            "sku": {
+              "visibility": "hidden"
+            },
+            "startDate": {
+              "visibility": "hidden"
+            },
+            "endDate": {
+              "visibility": "hidden"
+            },
+            "billingPeriod": {
+              "visibility": "hidden"
+            },
+            "sortOrder": {
+              "visibility": "hidden"
+            },
+            "discount": {
+              "visibility": "hidden"
+            },
+            "taxRate": {
+              "help": "Type a percentage: 5 means 5%."
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:Contract": {
+          "fields": {
+            "channelId": {
+              "visibility": "hidden"
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nAgreements are contracts you keep with customers. General agreements live here;\nleases and licence sales are separate recipes in the same group.\n**All contracts** lists every kind together, including orders and quotes.\n\n## Tasks\n\n### Record an agreement\n\n1. Create a new agreement.\n2. Pick the **{field:customerId}**.\n3. Set the **{field:issueDate}** and **{field:expiryDate}**.\n4. Put the conditions in **{field:terms}** and save.\n\n### Follow it\n\n1. Update **{field:status}** from draft to accepted to completed.\n2. Check **{field:expiryDate}** to spot agreements about to lapse.\n",
+        "fieldRefs": [
+          "customerId",
+          "expiryDate",
+          "issueDate",
+          "status",
+          "terms"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
+      }
+    },
     {
       "id": "commerce.customers",
       "className": "CustomersRecipe",
       "label": "Customers",
-      "summary": "Keep a list of the customers you sell to.",
+      "summary": "Keep a list of the people and companies you sell to.",
       "synonyms": [
         "clients",
         "buyers",
@@ -19739,10 +19932,28 @@
       "nav": [
         {
           "label": "Customers",
-          "model": "@happyvertical/smrt-commerce:Customer"
+          "model": "@happyvertical/smrt-commerce:Customer",
+          "icon": "users",
+          "description": "The people and companies you sell to, with how to reach them."
         }
       ],
       "requires": [],
+      "section": {
+        "id": "sales",
+        "label": "Sales",
+        "icon": "shoppingBag",
+        "description": "Customers, orders and quotes: everything you sell."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:Customer": {
+          "fields": {
+            "profileId": {
+              "label": "Name",
+              "order": -1
+            }
+          }
+        }
+      },
       "help": {
         "markdown": "## Overview\n\nCustomers is your address book for the people and businesses you sell to. Keep\none record for each customer so you can see who they are, how they like to pay\nand what you have agreed with them, then refer back to them whenever you take an\norder.\n\n## Tasks\n\n### Add a new customer\n\n1. Choose the **New** button above the list.\n2. Describe the customer with **{field:customerType}**: a direct shopper, a\n   wholesale buyer or a retail customer. Note in **{field:status}** whether you\n   are still dealing with them.\n3. Fill in the **{field:defaultShippingAddress}** and\n   **{field:defaultBillingAddress}** so you do not have to type them again on\n   every order.\n4. Add **{field:paymentTerms}**, for example \"Net 30\", if you give this\n   customer time to pay.\n5. Save. The customer is now on your list and ready to use on a sales order.\n\n### Keep track of what a customer can owe\n\n1. Open the customer from the list and choose Edit.\n2. Set **{field:creditLimit}** to the most you are comfortable letting them owe\n   you at one time.\n3. If you do not charge them sales tax, turn on **{field:taxExempt}**, and keep\n   their tax number on file.\n4. Use **{field:notes}** for anything the next person who deals with this\n   customer should know.\n\n### Find a customer\n\nScan the list for the customer you want, or open a record to see everything you\nhave on file. To stop dealing with someone without losing their history, change\ntheir **{field:status}** to inactive instead of deleting them.\n",
         "fieldRefs": [
@@ -19755,103 +19966,772 @@
           "status",
           "taxExempt"
         ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
       }
     },
     {
-      "id": "commerce.purchases",
-      "className": "PurchasesRecipe",
-      "label": "Purchases",
-      "summary": "Place orders with vendors and track them.",
+      "id": "commerce.estimates",
+      "className": "EstimatesRecipe",
+      "label": "Estimates",
+      "summary": "Send customers a price quote before they commit.",
       "synonyms": [
-        "purchase orders",
-        "buying",
-        "procurement"
+        "quotes",
+        "quotations",
+        "proposals",
+        "bids"
       ],
       "models": [
-        "@happyvertical/smrt-commerce:PurchaseOrder"
+        "@happyvertical/smrt-commerce:Estimate",
+        "@happyvertical/smrt-commerce:ContractLineItem"
       ],
       "nav": [
         {
-          "label": "Purchase Orders",
-          "model": "@happyvertical/smrt-commerce:PurchaseOrder"
+          "label": "Estimates",
+          "model": "@happyvertical/smrt-commerce:Estimate",
+          "icon": "fileText",
+          "description": "Price quotes you have sent to customers."
         }
       ],
       "requires": [
-        "commerce.vendors"
+        "commerce.customers"
       ],
+      "section": {
+        "id": "sales",
+        "label": "Sales",
+        "icon": "shoppingBag",
+        "description": "Customers, orders and quotes: everything you sell."
+      },
       "options": {
-        "@happyvertical/smrt-commerce:PurchaseOrder": {
+        "@happyvertical/smrt-commerce:Estimate": {
           "fields": {
             "contractType": {
-              "default": "purchase_order",
+              "default": "estimate",
               "visibility": "hidden",
               "locked": true
             },
-            "customerId": {
+            "vendorId": {
               "visibility": "hidden",
               "locked": true
             },
-            "vendorId": {
-              "label": "Vendor",
-              "order": 1
+            "customerId": {
+              "label": "Customer",
+              "order": 1,
+              "required": true
+            },
+            "channelId": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:ContractLineItem": {
+          "fields": {
+            "sku": {
+              "visibility": "hidden"
+            },
+            "startDate": {
+              "visibility": "hidden"
+            },
+            "endDate": {
+              "visibility": "hidden"
+            },
+            "billingPeriod": {
+              "visibility": "hidden"
+            },
+            "sortOrder": {
+              "visibility": "hidden"
+            },
+            "discount": {
+              "visibility": "hidden"
+            },
+            "taxRate": {
+              "help": "Type a percentage: 5 means 5%."
             }
           }
         }
       },
       "help": {
-        "markdown": "## Overview\n\nPurchases is where you order from your vendors and keep track of what you have\nbought. Every purchase order belongs to one of your vendors and records the\namounts, the dates and where the order stands.\n\n## Tasks\n\n### Place a purchase order\n\n1. Choose the **New** button above the list.\n2. Enter the **{field:vendorId}** you are buying from. Add them under Vendors\n   first so they are on your list.\n3. Enter the **{field:subtotal}** and **{field:taxAmount}**, then the\n   **{field:totalAmount}** you expect to pay.\n4. Set the **{field:issueDate}**, and the **{field:dueDate}** for when the\n   goods or the payment are due.\n5. Add your own **{field:reference}**, such as the vendor's quote number, so\n   you can match it to their paperwork.\n6. Save.\n\n### Follow an order until it arrives\n\n1. Open the purchase order from the list and choose Edit.\n2. Update **{field:status}** as the order moves along, for example from draft to\n   sent, accepted and completed.\n3. Use **{field:notes}** to record what the vendor told you, such as delays or\n   partial shipments.\n\n### Record the agreement\n\n1. Open the purchase order and choose Edit.\n2. Write down the **{field:terms}** you agreed with the vendor, such as payment\n   or delivery conditions.\n3. Set **{field:expiryDate}** if the vendor's offer is only good until a certain\n   day.\n",
+        "markdown": "## Overview\n\nEstimates are price quotes you send before a customer commits. Each one belongs\nto a customer, lists its line items and shows how long the price is good for.\n\n## Tasks\n\n### Write an estimate\n\n1. Create a new estimate.\n2. Pick the **{field:customerId}** the quote is for.\n3. Add the line items, then check the **{field:totalAmount}**.\n4. Set **{field:expiryDate}** to the last day the price is good for.\n5. Put your conditions in **{field:terms}** and save.\n\n### Follow it up\n\n1. Set **{field:status}** to sent once it goes out.\n2. Move it to accepted or declined when the customer answers.\n",
         "fieldRefs": [
-          "dueDate",
+          "customerId",
           "expiryDate",
-          "issueDate",
-          "notes",
-          "reference",
           "status",
-          "subtotal",
-          "taxAmount",
           "terms",
-          "totalAmount",
-          "vendorId"
+          "totalAmount"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
         ]
       }
     },
     {
-      "id": "commerce.sales",
-      "className": "SalesRecipe",
-      "label": "Sales",
-      "summary": "Take customer orders and track them.",
+      "id": "commerce.fulfillment",
+      "className": "FulfillmentRecipe",
+      "label": "Shipping",
+      "summary": "Pack, ship and deliver orders, with tracking.",
       "synonyms": [
-        "sales orders",
-        "orders",
-        "customer orders"
+        "fulfillment",
+        "delivery",
+        "shipments",
+        "tracking"
       ],
       "models": [
-        "@happyvertical/smrt-commerce:Order"
+        "@happyvertical/smrt-commerce:Fulfillment",
+        "@happyvertical/smrt-commerce:FulfillmentLineItem"
       ],
       "nav": [
         {
-          "label": "Sales Orders",
-          "model": "@happyvertical/smrt-commerce:Order"
+          "label": "Shipments",
+          "model": "@happyvertical/smrt-commerce:Fulfillment",
+          "icon": "truck",
+          "description": "What has gone out the door and where it is now."
         }
       ],
-      "requires": [
-        "commerce.customers"
+      "requires": [],
+      "requiresAny": [
+        [
+          "commerce.sales",
+          "commerce.wholesale"
+        ]
       ],
+      "group": {
+        "id": "billing",
+        "label": "Billing & shipping",
+        "summary": "Invoice your customers, record what they pay and ship what they ordered."
+      },
+      "section": {
+        "id": "operations",
+        "label": "Operations",
+        "icon": "wrench",
+        "description": "Fulfillment and the day-to-day work behind an order."
+      },
       "options": {
-        "@happyvertical/smrt-commerce:Order": {
+        "@happyvertical/smrt-commerce:Fulfillment": {
           "fields": {
-            "contractType": {
-              "default": "order",
-              "visibility": "hidden",
-              "locked": true
-            },
-            "vendorId": {
-              "visibility": "hidden",
-              "locked": true
+            "estimatedDelivery": {
+              "visibility": "hidden"
             },
-            "customerId": {
-              "label": "Customer",
-              "order": 1
+            "shippingAddress": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:FulfillmentLineItem": {
+          "fields": {
+            "notes": {
+              "visibility": "hidden"
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nShipping tracks how an order gets to the customer. Each shipment belongs to an\norder and lists which line items are in it, so an order can go out in parts.\n\n## Tasks\n\n### Ship an order\n\n1. Create a new shipment.\n2. Pick the order in **{field:contractId}** and choose the\n   **{field:fulfillmentType}**.\n3. Enter the **{field:carrier}** and **{field:trackingNumber}**.\n4. List the items and quantities in the shipment.\n5. Set **{field:status}** to shipped and record **{field:shippedAt}**.\n\n### Confirm delivery\n\n1. Open the shipment and set **{field:status}** to delivered.\n2. Record **{field:deliveredAt}**.\n",
+        "fieldRefs": [
+          "carrier",
+          "contractId",
+          "deliveredAt",
+          "fulfillmentType",
+          "shippedAt",
+          "status",
+          "trackingNumber"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
+      }
+    },
+    {
+      "id": "commerce.invoicing",
+      "className": "InvoicingRecipe",
+      "label": "Invoicing",
+      "summary": "Bill customers and record the payments that come in.",
+      "synonyms": [
+        "invoices",
+        "billing",
+        "payments",
+        "receivables"
+      ],
+      "models": [
+        "@happyvertical/smrt-commerce:Invoice",
+        "@happyvertical/smrt-commerce:InvoiceLineItem",
+        "@happyvertical/smrt-commerce:Payment",
+        "@happyvertical/smrt-commerce:PaymentAllocation"
+      ],
+      "nav": [
+        {
+          "label": "Invoices",
+          "model": "@happyvertical/smrt-commerce:Invoice",
+          "icon": "receipt",
+          "description": "Bills you have sent and which ones are still waiting to be paid."
+        },
+        {
+          "label": "Payments",
+          "model": "@happyvertical/smrt-commerce:Payment",
+          "icon": "creditCard",
+          "description": "Money received, matched to the invoices it paid."
+        }
+      ],
+      "requires": [
+        "commerce.customers"
+      ],
+      "group": {
+        "id": "billing",
+        "label": "Billing & shipping",
+        "summary": "Invoice your customers, record what they pay and ship what they ordered."
+      },
+      "section": {
+        "id": "billing",
+        "label": "Billing",
+        "icon": "receipt",
+        "description": "Invoices and the payments against them."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:Invoice": {
+          "fields": {
+            "providerTaxAmount": {
+              "visibility": "hidden"
+            },
+            "arJournalId": {
+              "visibility": "hidden"
+            },
+            "revenueJournalId": {
+              "visibility": "hidden"
+            },
+            "externalId": {
+              "visibility": "hidden"
+            },
+            "customerExternalId": {
+              "visibility": "hidden"
+            },
+            "externalProvider": {
+              "visibility": "hidden"
+            },
+            "syncedAt": {
+              "visibility": "hidden"
+            },
+            "collectionMethod": {
+              "visibility": "hidden"
+            },
+            "sentAt": {
+              "visibility": "hidden"
+            },
+            "viewedAt": {
+              "visibility": "hidden"
+            },
+            "remindersSent": {
+              "visibility": "hidden"
+            },
+            "lastReminderAt": {
+              "visibility": "hidden"
+            },
+            "reference": {
+              "visibility": "hidden"
+            },
+            "customerId": {
+              "required": true
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:InvoiceLineItem": {
+          "fields": {
+            "invoiceEditorStateJson": {
+              "visibility": "hidden"
+            },
+            "sourceType": {
+              "visibility": "hidden"
+            },
+            "sourceId": {
+              "visibility": "hidden"
+            },
+            "periodStart": {
+              "visibility": "hidden"
+            },
+            "periodEnd": {
+              "visibility": "hidden"
+            },
+            "revenueAccountId": {
+              "visibility": "hidden"
+            },
+            "sortOrder": {
+              "visibility": "hidden"
+            },
+            "sku": {
+              "visibility": "hidden"
+            },
+            "discount": {
+              "visibility": "hidden"
+            },
+            "taxRate": {
+              "help": "Type a percentage: 5 means 5%."
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:Payment": {
+          "fields": {
+            "journalId": {
+              "visibility": "hidden"
+            },
+            "externalId": {
+              "visibility": "hidden"
+            },
+            "externalProvider": {
+              "visibility": "hidden"
+            },
+            "syncedAt": {
+              "visibility": "hidden"
+            },
+            "backendId": {
+              "visibility": "hidden"
+            },
+            "backendTxRef": {
+              "visibility": "hidden"
+            },
+            "nativeAmount": {
+              "visibility": "hidden"
+            },
+            "nativeCurrency": {
+              "visibility": "hidden"
+            },
+            "usdAtQuote": {
+              "visibility": "hidden"
+            },
+            "usdAtConfirmation": {
+              "visibility": "hidden"
+            },
+            "transactionId": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:PaymentAllocation": {
+          "fields": {
+            "allocatedBy": {
+              "visibility": "hidden"
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nInvoicing bills your customers and records what they pay. An invoice lists its\nline items; a payment can be spread across one or more invoices.\n\n## Tasks\n\n### Send an invoice\n\n1. Create a new invoice.\n2. Pick the **{field:customerId}** and add the line items.\n3. Check the **{field:totalAmount}** and set the **{field:dueDate}**.\n4. Set **{field:status}** to sent once it goes out.\n\n### Record a payment\n\n1. Create a new payment.\n2. Pick the **{field:customerId}**, then enter the **{field:Payment.amount}** and the\n   **{field:method}** used.\n3. Set **{field:Payment.status}** to completed once the money has arrived.\n4. Apply it to the invoices it settles; each one shows what is still owed.\n",
+        "fieldRefs": [
+          "Payment.amount",
+          "Payment.status",
+          "customerId",
+          "dueDate",
+          "method",
+          "status",
+          "totalAmount"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
+      }
+    },
+    {
+      "id": "commerce.leases",
+      "className": "LeasesRecipe",
+      "label": "Leases",
+      "summary": "Rent things out and track the term and the payments due.",
+      "synonyms": [
+        "rentals",
+        "renting",
+        "hire"
+      ],
+      "models": [
+        "@happyvertical/smrt-commerce:Lease",
+        "@happyvertical/smrt-commerce:ContractLineItem"
+      ],
+      "nav": [
+        {
+          "label": "Leases",
+          "model": "@happyvertical/smrt-commerce:Lease",
+          "icon": "home",
+          "description": "Rentals you give or take, with terms and dates."
+        }
+      ],
+      "requires": [
+        "commerce.customers"
+      ],
+      "group": {
+        "id": "agreements",
+        "label": "Agreements",
+        "summary": "Contracts with customers: general agreements, leases and licence sales."
+      },
+      "section": {
+        "id": "agreements",
+        "label": "Agreements",
+        "icon": "fileText",
+        "description": "Contracts, leases and licenses with customers."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:Lease": {
+          "fields": {
+            "contractType": {
+              "default": "lease",
+              "visibility": "hidden",
+              "locked": true
+            },
+            "customerId": {
+              "label": "Customer",
+              "order": 1,
+              "required": true
+            },
+            "vendorId": {
+              "visibility": "hidden"
+            },
+            "subtotal": {
+              "visibility": "hidden"
+            },
+            "taxAmount": {
+              "visibility": "hidden"
+            },
+            "channelId": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:ContractLineItem": {
+          "fields": {
+            "sku": {
+              "visibility": "hidden"
+            },
+            "startDate": {
+              "visibility": "hidden"
+            },
+            "endDate": {
+              "visibility": "hidden"
+            },
+            "billingPeriod": {
+              "visibility": "hidden"
+            },
+            "sortOrder": {
+              "visibility": "hidden"
+            },
+            "discount": {
+              "visibility": "hidden"
+            },
+            "taxRate": {
+              "help": "Type a percentage: 5 means 5%."
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nLeases are agreements where a customer rents something from you for a period.\nEach lease keeps its own line items and dates.\n\n## Tasks\n\n### Record a lease\n\n1. Create a new lease.\n2. Pick the **{field:customerId}** renting from you.\n3. Set the **{field:issueDate}** it starts and the **{field:expiryDate}** it ends.\n4. Add a line item for each thing rented, then save.\n\n### Keep an eye on it\n\n1. Update **{field:status}** as the lease goes from draft to accepted to\n   completed.\n2. Check **{field:expiryDate}** to see which leases end soon.\n",
+        "fieldRefs": [
+          "customerId",
+          "expiryDate",
+          "issueDate",
+          "status"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
+      }
+    },
+    {
+      "id": "commerce.licenses",
+      "className": "LicensesRecipe",
+      "label": "Licence sales",
+      "summary": "Sell licences to software, content or other rights.",
+      "synonyms": [
+        "licenses",
+        "licensing",
+        "subscriptions"
+      ],
+      "models": [
+        "@happyvertical/smrt-commerce:LicenseSale",
+        "@happyvertical/smrt-commerce:ContractLineItem"
+      ],
+      "nav": [
+        {
+          "label": "Licence sales",
+          "model": "@happyvertical/smrt-commerce:LicenseSale",
+          "icon": "shoppingBag",
+          "description": "Licences you have sold and who holds them."
+        }
+      ],
+      "requires": [
+        "commerce.customers"
+      ],
+      "group": {
+        "id": "agreements",
+        "label": "Agreements",
+        "summary": "Contracts with customers: general agreements, leases and licence sales."
+      },
+      "section": {
+        "id": "agreements",
+        "label": "Agreements",
+        "icon": "fileText",
+        "description": "Contracts, leases and licenses with customers."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:LicenseSale": {
+          "fields": {
+            "contractType": {
+              "default": "license_sale",
+              "visibility": "hidden",
+              "locked": true
+            },
+            "customerId": {
+              "label": "Customer",
+              "order": 1,
+              "required": true
+            },
+            "vendorId": {
+              "visibility": "hidden"
+            },
+            "subtotal": {
+              "visibility": "hidden"
+            },
+            "taxAmount": {
+              "visibility": "hidden"
+            },
+            "channelId": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:ContractLineItem": {
+          "fields": {
+            "sku": {
+              "visibility": "hidden"
+            },
+            "startDate": {
+              "visibility": "hidden"
+            },
+            "endDate": {
+              "visibility": "hidden"
+            },
+            "billingPeriod": {
+              "visibility": "hidden"
+            },
+            "sortOrder": {
+              "visibility": "hidden"
+            },
+            "discount": {
+              "visibility": "hidden"
+            },
+            "taxRate": {
+              "help": "Type a percentage: 5 means 5%."
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nLicence sales record selling the right to use something, such as software or\ncontent, rather than a physical item.\n\n## Tasks\n\n### Record a licence sale\n\n1. Create a new licence sale.\n2. Pick the **{field:customerId}** who bought the licence.\n3. Add a line item for what is licensed and check the **{field:totalAmount}**.\n4. Set the **{field:expiryDate}** if the licence runs out, then save.\n\n### Follow it\n\n1. Update **{field:status}** when the customer accepts or the sale completes.\n",
+        "fieldRefs": [
+          "customerId",
+          "expiryDate",
+          "status",
+          "totalAmount"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
+      }
+    },
+    {
+      "id": "commerce.purchases",
+      "className": "PurchasesRecipe",
+      "label": "Purchases",
+      "summary": "Order from your vendors and track what you have bought.",
+      "synonyms": [
+        "purchase orders",
+        "buying",
+        "procurement"
+      ],
+      "models": [
+        "@happyvertical/smrt-commerce:PurchaseOrder",
+        "@happyvertical/smrt-commerce:ContractLineItem"
+      ],
+      "nav": [
+        {
+          "label": "Purchase orders",
+          "model": "@happyvertical/smrt-commerce:PurchaseOrder",
+          "icon": "truck",
+          "description": "What you have ordered from your suppliers and when it arrives."
+        }
+      ],
+      "requires": [
+        "commerce.vendors"
+      ],
+      "section": {
+        "id": "purchasing",
+        "label": "Purchasing",
+        "icon": "truck",
+        "description": "Vendors and purchase orders: everything you buy."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:PurchaseOrder": {
+          "fields": {
+            "contractType": {
+              "default": "purchase_order",
+              "visibility": "hidden",
+              "locked": true
+            },
+            "customerId": {
+              "visibility": "hidden",
+              "locked": true
+            },
+            "vendorId": {
+              "label": "Vendor",
+              "order": 1
+            },
+            "channelId": {
+              "visibility": "hidden"
+            },
+            "expiryDate": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:ContractLineItem": {
+          "fields": {
+            "sku": {
+              "visibility": "hidden"
+            },
+            "startDate": {
+              "visibility": "hidden"
+            },
+            "endDate": {
+              "visibility": "hidden"
+            },
+            "billingPeriod": {
+              "visibility": "hidden"
+            },
+            "sortOrder": {
+              "visibility": "hidden"
+            },
+            "discount": {
+              "visibility": "hidden"
+            },
+            "taxRate": {
+              "help": "Type a percentage: 5 means 5%."
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nPurchases is where you order from your vendors and keep track of what you have\nbought. Every purchase order belongs to one of your vendors and records the\namounts, the dates and where the order stands.\n\n## Tasks\n\n### Place a purchase order\n\n1. Choose the **New** button above the list.\n2. Enter the **{field:vendorId}** you are buying from. Add them under Vendors\n   first so they are on your list.\n3. Enter the **{field:subtotal}** and **{field:taxAmount}**, then the\n   **{field:totalAmount}** you expect to pay.\n4. Set the **{field:issueDate}**, and the **{field:dueDate}** for when the\n   goods or the payment are due.\n5. Add your own **{field:reference}**, such as the vendor's quote number, so\n   you can match it to their paperwork.\n6. Save.\n\n### Follow an order until it arrives\n\n1. Open the purchase order from the list and choose Edit.\n2. Update **{field:status}** as the order moves along, for example from draft to\n   sent, accepted and completed.\n3. Use **{field:notes}** to record what the vendor told you, such as delays or\n   partial shipments.\n\n### Record the agreement\n\n1. Open the purchase order and choose Edit.\n2. Write down the **{field:terms}** you agreed with the vendor, such as payment\n   or delivery conditions.\n3. Set **{field:expiryDate}** if the vendor's offer is only good until a certain\n   day.\n",
+        "fieldRefs": [
+          "dueDate",
+          "expiryDate",
+          "issueDate",
+          "notes",
+          "reference",
+          "status",
+          "subtotal",
+          "taxAmount",
+          "terms",
+          "totalAmount",
+          "vendorId"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
+      }
+    },
+    {
+      "id": "commerce.sales",
+      "className": "SalesRecipe",
+      "label": "Sales",
+      "summary": "Take customer orders and track them.",
+      "synonyms": [
+        "sales orders",
+        "orders",
+        "customer orders"
+      ],
+      "models": [
+        "@happyvertical/smrt-commerce:Order",
+        "@happyvertical/smrt-commerce:ContractLineItem"
+      ],
+      "nav": [
+        {
+          "label": "Sales orders",
+          "model": "@happyvertical/smrt-commerce:Order",
+          "icon": "shoppingBag",
+          "description": "Orders from your customers, from placed to delivered."
+        }
+      ],
+      "requires": [
+        "commerce.customers"
+      ],
+      "section": {
+        "id": "sales",
+        "label": "Sales",
+        "icon": "shoppingBag",
+        "description": "Customers, orders and quotes: everything you sell."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:Order": {
+          "fields": {
+            "contractType": {
+              "default": "order",
+              "visibility": "hidden",
+              "locked": true
+            },
+            "vendorId": {
+              "visibility": "hidden",
+              "locked": true
+            },
+            "customerId": {
+              "label": "Customer",
+              "order": 1,
+              "required": true
+            },
+            "channelId": {
+              "visibility": "hidden"
+            },
+            "expiryDate": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:ContractLineItem": {
+          "fields": {
+            "sku": {
+              "visibility": "hidden"
+            },
+            "startDate": {
+              "visibility": "hidden"
+            },
+            "endDate": {
+              "visibility": "hidden"
+            },
+            "billingPeriod": {
+              "visibility": "hidden"
+            },
+            "sortOrder": {
+              "visibility": "hidden"
+            },
+            "discount": {
+              "visibility": "hidden"
+            },
+            "taxRate": {
+              "help": "Type a percentage: 5 means 5%."
             }
           }
         }
@@ -19871,13 +20751,19 @@
           "terms",
           "totalAmount"
         ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
       }
     },
     {
       "id": "commerce.vendors",
       "className": "VendorsRecipe",
       "label": "Vendors",
-      "summary": "Keep a list of the vendors and suppliers you buy from.",
+      "summary": "Keep a list of the suppliers you buy from.",
       "synonyms": [
         "suppliers",
         "sellers"
@@ -19888,10 +20774,28 @@
       "nav": [
         {
           "label": "Vendors",
-          "model": "@happyvertical/smrt-commerce:Vendor"
+          "model": "@happyvertical/smrt-commerce:Vendor",
+          "icon": "briefcase",
+          "description": "The suppliers you buy from, with terms and contacts."
         }
       ],
       "requires": [],
+      "section": {
+        "id": "purchasing",
+        "label": "Purchasing",
+        "icon": "truck",
+        "description": "Vendors and purchase orders: everything you buy."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:Vendor": {
+          "fields": {
+            "profileId": {
+              "label": "Name",
+              "order": -1
+            }
+          }
+        }
+      },
       "help": {
         "markdown": "## Overview\n\nVendors is your list of the suppliers you buy from. Each record holds who they\nare, how to reach them and the terms you have agreed, so you can order from them\nquickly and keep track of what you have bought.\n\n## Tasks\n\n### Add a vendor\n\n1. Choose the **New** button above the list.\n2. Enter **{field:defaultContactEmail}** and **{field:defaultContactPhone}** for\n   the person you normally deal with.\n3. Set the **{field:currency}** they bill you in and your **{field:paymentTerms}**,\n   for example \"Net 30\".\n4. Save. The vendor is now on your list and ready to use on a purchase order.\n\n### Note how a vendor likes to work\n\n1. Open the vendor from the list and choose Edit.\n2. Enter **{field:leadTimeDays}**, the number of days they usually need between\n   your order and delivery, so you can plan ahead.\n3. Enter **{field:minimumOrderAmount}** if they will not accept small orders.\n4. Use **{field:notes}** for anything else worth remembering, such as the best\n   time to call.\n\n### Keep payment details in one place\n\n1. Open the vendor and choose Edit.\n2. Record where payments to this vendor should be sent, so it is all in one\n   place.\n3. Set **{field:status}** to show whether you still buy from them: active,\n   inactive or suspended.\n",
         "fieldRefs": [
@@ -19904,7 +20808,127 @@
           "paymentTerms",
           "status"
         ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
+      }
+    },
+    {
+      "id": "commerce.wholesale",
+      "className": "WholesaleRecipe",
+      "label": "Wholesale orders",
+      "summary": "Take bulk orders from trade customers.",
+      "synonyms": [
+        "bulk orders",
+        "trade orders",
+        "b2b"
+      ],
+      "models": [
+        "@happyvertical/smrt-commerce:WholesaleOrder",
+        "@happyvertical/smrt-commerce:ContractLineItem"
+      ],
+      "nav": [
+        {
+          "label": "Wholesale orders",
+          "model": "@happyvertical/smrt-commerce:WholesaleOrder",
+          "icon": "shoppingBag",
+          "description": "Bulk orders from cafes, shops and other businesses."
+        }
+      ],
+      "requires": [
+        "commerce.customers"
+      ],
+      "section": {
+        "id": "sales",
+        "label": "Sales",
+        "icon": "shoppingBag",
+        "description": "Customers, orders and quotes: everything you sell."
+      },
+      "options": {
+        "@happyvertical/smrt-commerce:WholesaleOrder": {
+          "fields": {
+            "contractType": {
+              "default": "wholesale_order",
+              "visibility": "hidden",
+              "locked": true
+            },
+            "vendorId": {
+              "visibility": "hidden",
+              "locked": true
+            },
+            "customerId": {
+              "label": "Customer",
+              "order": 1
+            },
+            "channelId": {
+              "visibility": "hidden"
+            },
+            "expiryDate": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-commerce:ContractLineItem": {
+          "fields": {
+            "sku": {
+              "visibility": "hidden"
+            },
+            "startDate": {
+              "visibility": "hidden"
+            },
+            "endDate": {
+              "visibility": "hidden"
+            },
+            "billingPeriod": {
+              "visibility": "hidden"
+            },
+            "sortOrder": {
+              "visibility": "hidden"
+            },
+            "discount": {
+              "visibility": "hidden"
+            },
+            "taxRate": {
+              "help": "Type a percentage: 5 means 5%."
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nWholesale orders are bulk orders from trade customers. They work like sales\norders, with a list of line items, but are kept in their own list so trade and\nretail sales stay apart.\n\n## Tasks\n\n### Take a wholesale order\n\n1. Create a new wholesale order.\n2. Pick the **{field:customerId}** placing the order.\n3. Add the line items and check the **{field:totalAmount}**.\n4. Set the **{field:dueDate}** for payment and save.\n\n### Track it\n\n1. Update **{field:status}** as the order moves from draft to completed.\n2. Use **{field:reference}** for the buyer's own order number.\n",
+        "fieldRefs": [
+          "customerId",
+          "dueDate",
+          "reference",
+          "status",
+          "totalAmount"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: @happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs; and its package depends on @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, which do not build for a browser (#3615, #3624, #3626, #3627)."
+        ]
       }
     }
-  ]
+  ],
+  "browser": {
+    "status": "server-only",
+    "issues": [
+      "#3615",
+      "#3624",
+      "#3626",
+      "#3627"
+    ],
+    "reason": "@happyvertical/payments btcpay (node:crypto); core migrations (node:os). The jobs runner edge (#3615) is reported on smrt-jobs",
+    "via": [
+      "@happyvertical/smrt-jobs",
+      "@happyvertical/smrt-ledgers",
+      "@happyvertical/smrt-subscriptions",
+      "@happyvertical/smrt-tenancy"
+    ]
+  }
 }