@happyvertical/smrt-commerce 0.60.7 → 0.60.9

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (5) hide show
  1. package/dist/index.js +1 -1
  2. package/dist/index.js.map +1 -1
  3. package/dist/manifest.json +1 -1
  4. package/dist/smrt-knowledge.json +3 -3
  5. package/package.json +13 -13
package/dist/index.js CHANGED
@@ -29,7 +29,7 @@ import { SmrtReport, SmrtReportCollection, assertMaterializedReportRead, buildRe
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  import { StripeAdapter } from "@happyvertical/payments/stripe";
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  import { planSqliteTableRebuilds, preflightMinorUnitsRescale, rescaleMoneyColumnsToMinorUnits, sqliteRebuildPlaceholderSql } from "@happyvertical/smrt-core/migrations";
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  //#region src/__smrt-register__.ts
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- ObjectRegistry.registerPackageManifest(JSON.parse(`{"version":"1.0.0","timestamp":0,"packageName":"@happyvertical/smrt-commerce","packageVersion":"0.60.7","objects":{"@happyvertical/smrt-commerce:ContractCollection":{"name":"contractcollection","className":"ContractCollection","qualifiedName":"@happyvertical/smrt-commerce:ContractCollection","collection":"contracts","filePath":"/home/runner/work/smrt/smrt/packages/commerce/src/collections/ContractCollection.ts","packageName":"@happyvertical/smrt-commerce","fields":{},"methods":{"get":{"name":"get","async":true,"parameters":[{"name":"filter","type":"string | SmrtWhereClause<Contract>","optional":false,"unionBranches":[{"type":"string"},{"type":"SmrtWhereClause<Contract>"}]},{"name":"options","type":"any","optional":true,"typeUnresolved":true}],"returnType":"Promise<Contract | null>","isStatic":false,"isPublic":true},"list":{"name":"list","async":true,"parameters":[{"name":"options","type":"SmrtListOptions<Contract>","optional":true}],"returnType":"Promise<SmrtObject[] | Record<string, unknown>[]>","isStatic":false,"isPublic":true},"findByCustomer":{"name":"findByCustomer","async":true,"parameters":[{"name":"customerId","type":"string","optional":false}],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findByVendor":{"name":"findByVendor","async":true,"parameters":[{"name":"vendorId","type":"string","optional":false}],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"listSnapshotReportContracts":{"name":"listSnapshotReportContracts","async":true,"parameters":[{"name":"options","type":"object","optional":false,"memberTypes":["string","Date"]}],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findByType":{"name":"findByType","async":true,"parameters":[{"name":"contractType","type":"ContractType","optional":false}],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findByStatus":{"name":"findByStatus","async":true,"parameters":[{"name":"status","type":"ContractStatus","optional":false}],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findDrafts":{"name":"findDrafts","async":true,"parameters":[],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findAccepted":{"name":"findAccepted","async":true,"parameters":[],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findOverdue":{"name":"findOverdue","async":true,"parameters":[],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findExpired":{"name":"findExpired","async":true,"parameters":[],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findByDateRange":{"name":"findByDateRange","async":true,"parameters":[{"name":"startDate","type":"Date","optional":false},{"name":"endDate","type":"Date","optional":false}],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findByTenant":{"name":"findByTenant","async":true,"parameters":[{"name":"tenantId","type":"string","optional":false}],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findGlobal":{"name":"findGlobal","async":true,"parameters":[],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true},"findWithGlobals":{"name":"findWithGlobals","async":true,"parameters":[{"name":"tenantId","type":"string","optional":false}],"returnType":"Promise<Contract[]>","isStatic":false,"isPublic":true}},"decoratorConfig":{"api":{"include":["list","get","create","update"]},"mcp":{"include":["list","get"]}},"extends":"SmrtCollection","extendsTypeArg":"Contract","exportName":"ContractCollection","collectionExportName":"ContractCollectionCollection","collectionOf":"@happyvertical/smrt-commerce:Contract","inheritedExposure":["api","mcp"],"schema":{"tableName":"contracts","ddl":"CREATE TABLE IF NOT EXISTS \\"contracts\\" (\\n \\"id\\" UUID PRIMARY KEY NOT NULL,\\n \\"slug\\" TEXT NOT NULL,\\n \\"context\\" TEXT NOT NULL DEFAULT '',\\n \\"_meta_type\\" TEXT NOT NULL,\\n \\"_meta_data\\" JSON,\\n \\"created_at\\" TIMESTAMP NOT NULL DEFAULT current_timestamp,\\n \\"updated_at\\" TIMESTAMP NOT NULL DEFAULT current_timestamp,\\n \\"tenant_id\\" UUID,\\n \\"contract_type\\" TEXT,\\n \\"status\\" TEXT,\\n \\"subtotal\\" INTEGER DEFAULT 0,\\n \\"discount_total\\" INTEGER DEFAULT 0,\\n \\"tax_amount\\" INTEGER DEFAULT 0,\\n \\"total_amount\\" INTEGER DEFAULT 0,\\n \\"currency\\" TEXT DEFAULT 'USD',\\n \\"money_authority\\" TEXT DEFAULT 'calculated',\\n \\"received_purchase_money_json\\" TEXT,\\n \\"billing_schedule_json\\" TEXT DEFAULT '',\\n \\"line_amount_type\\" TEXT DEFAULT 'exclusive',\\n \\"tax_rounding_scope\\" TEXT DEFAULT 'line',\\n \\"seller_tax_registrations_json\\" TEXT,\\n \\"party_tax_id\\" TEXT,\\n \\"money_snapshot_id\\" TEXT,\\n \\"issue_date\\" TIMESTAMP,\\n \\"due_date\\" TIMESTAMP,\\n \\"expiry_date\\" TIMESTAMP,\\n \\"reference\\" TEXT DEFAULT '',\\n \\"notes\\" TEXT DEFAULT '',\\n \\"terms\\" TEXT DEFAULT '',\\n \\"channel_id\\" TEXT DEFAULT '',\\n \\"customer_id\\" UUID,\\n \\"vendor_id\\" UUID\\n);","columns":{"id":{"type":"UUID","primaryKey":true,"referenceKind":"id","notNull":true},"slug":{"type":"TEXT","notNull":true},"context":{"type":"TEXT","notNull":true,"default":""},"_meta_type":{"type":"TEXT","notNull":true},"_meta_data":{"type":"JSON","notNull":false},"created_at":{"type":"TIMESTAMP","notNull":true,"default":"current_timestamp"},"updated_at":{"type":"TIMESTAMP","notNull":true,"default":"current_timestamp"},"tenant_id":{"type":"UUID","referenceKind":"tenantId","notNull":false},"contract_type":{"type":"TEXT","notNull":false},"status":{"type":"TEXT","notNull":false},"subtotal":{"type":"INTEGER","notNull":false,"default":0},"discount_total":{"type":"INTEGER","notNull":false,"default":0},"tax_amount":{"type":"INTEGER","notNull":false,"default":0},"total_amount":{"type":"INTEGER","notNull":false,"default":0},"currency":{"type":"TEXT","notNull":false,"default":"USD"},"money_authority":{"type":"TEXT","notNull":false,"default":"calculated"},"received_purchase_money_json":{"type":"TEXT","notNull":false},"billing_schedule_json":{"type":"TEXT","notNull":false,"default":""},"line_amount_type":{"type":"TEXT","notNull":false,"default":"exclusive"},"tax_rounding_scope":{"type":"TEXT","notNull":false,"default":"line"},"seller_tax_registrations_json":{"type":"TEXT","notNull":false},"party_tax_id":{"type":"TEXT","notNull":false},"money_snapshot_id":{"type":"TEXT","notNull":false},"issue_date":{"type":"TIMESTAMP","notNull":false},"due_date":{"type":"TIMESTAMP","notNull":false},"expiry_date":{"type":"TIMESTAMP","notNull":false},"reference":{"type":"TEXT","notNull":false,"default":""},"notes":{"type":"TEXT","notNull":false,"default":""},"terms":{"type":"TEXT","notNull":false,"default":""},"channel_id":{"type":"TEXT","notNull":false,"default":""},"customer_id":{"type":"UUID","referenceKind":"foreignKey","notNull":false,"foreignKey":{"table":"customers","column":"id","onDelete":"NO ACTION","onUpdate":"CASCADE"}},"vendor_id":{"type":"UUID","referenceKind":"foreignKey","notNull":false,"foreignKey":{"table":"vendors","column":"id","onDelete":"NO ACTION","onUpdate":"CASCADE"}}},"indexes":[{"name":"contracts_slug_context_meta_type_idx","columns":["tenant_id","slug","context","_meta_type"],"unique":true,"nullsNotDistinct":true},{"name":"contracts_meta_type_idx","columns":["_meta_type"]},{"name":"contracts_tenant_id_created_at_idx","columns":["tenant_id","created_at"]},{"name":"contracts_customer_id_idx","columns":["customer_id"]},{"name":"contracts_vendor_id_idx","columns":["vendor_id"]}],"version":"0aadbada"},"importPath":"@happyvertical/smrt-commerce"},"@happyvertical/smrt-commerce:ContractLineItemCollection":{"name":"contractlineitemcollection","className":"ContractLineItemCollection","qualifiedName":"@happyvertical/smrt-commerce:ContractLineItemCollection","collection":"contractlineitems","filePath":"/home/runner/work/smrt/smrt/packages/commerce/src/collections/ContractLineItemCollection.ts","packageName":"@happyvertical/smrt-commerce","fields":{},"methods":{"get":{"name":"get","async":true,"parameters":[{"name":"filter","type":"string | SmrtWhereClause<ContractLineItem>","optional":false,"unionBranches":[{"type":"string"},{"type":"SmrtWhereClause<ContractLineItem>"}]},{"name":"options","type":"any","optional":true,"typeUnresolved":true}],"returnType":"Promise<ContractLineItem | null>","isStatic":false,"isPublic":true},"list":{"name":"list","async":true,"parameters":[{"name":"options","type":"SmrtListOptions<ContractLineItem>","optional":true}],"returnType":"Promise<SmrtObject[] | Record<string, unknown>[]>","isStatic":false,"isPublic":true},"findByContract":{"name":"findByContract","async":true,"parameters":[{"name":"contractId","type":"string","optional":false}],"returnType":"Promise<ContractLineItem[]>","isStatic":false,"isPublic":true},"findByTenant":{"name":"findByTenant","async":true,"parameters":[{"name":"tenantId","type":"string","optional":false}],"returnType":"Promise<ContractLineItem[]>","isStatic":false,"isPublic":true},"findGlobal":{"name":"findGlobal","async":true,"parameters":[],"returnType":"Promise<ContractLineItem[]>","isStatic":false,"isPublic":true},"findWithGlobals":{"name":"findWithGlobals","async":true,"parameters":[{"name":"tenantId","type":"string","optional":false}],"returnType":"Promise<ContractLineItem[]>","isStatic":false,"isPublic":true}},"decoratorConfig":{"api":{"include":["list","get","create","update","delete"]},"mcp":{"include":["list","get"]}},"extends":"SmrtCollection","extendsTypeArg":"ContractLineItem","exportName":"ContractLineItemCollection","collectionExportName":"ContractLineItemCollectionCollection","collectionOf":"@happyvertical/smrt-commerce:ContractLineItem","inheritedExposure":["api","mcp"],"schema":{"tableName":"contract_line_items","ddl":"CREATE TABLE IF NOT EXISTS \\"contract_line_items\\" (\\n \\"id\\" UUID PRIMARY KEY NOT NULL,\\n \\"slug\\" TEXT NOT NULL,\\n \\"context\\" TEXT NOT NULL DEFAULT '',\\n \\"_meta_type\\" TEXT NOT NULL,\\n \\"_meta_data\\" JSON,\\n \\"created_at\\" TIMESTAMP NOT NULL DEFAULT current_timestamp,\\n \\"updated_at\\" TIMESTAMP NOT NULL DEFAULT current_timestamp,\\n \\"tenant_id\\" UUID,\\n \\"contract_id\\" UUID,\\n \\"description\\" TEXT DEFAULT '',\\n \\"quantity\\" REAL DEFAULT 1,\\n \\"unit_price\\" INTEGER DEFAULT 0,\\n \\"discount\\" INTEGER DEFAULT 0,\\n \\"discount_type\\" TEXT DEFAULT 'none',\\n \\"discount_rate\\" REAL,\\n \\"tax_rate\\" REAL DEFAULT 0,\\n \\"tax_mode\\" TEXT DEFAULT 'inherit',\\n \\"tax_code_id\\" UUID,\\n \\"tax_code_code\\" TEXT,\\n \\"tax_code_name\\" TEXT,\\n \\"tax_components_json\\" TEXT,\\n \\"tax_amount\\" INTEGER DEFAULT 0,\\n \\"money_snapshot_id\\" TEXT,\\n \\"amount\\" INTEGER DEFAULT 0,\\n \\"product_id\\" UUID,\\n \\"sku\\" TEXT DEFAULT '',\\n \\"start_date\\" TIMESTAMP,\\n \\"end_date\\" TIMESTAMP,\\n \\"billing_period\\" TEXT DEFAULT '',\\n \\"sort_order\\" INTEGER DEFAULT 0\\n);","columns":{"id":{"type":"UUID","primaryKey":true,"referenceKind":"id","notNull":true},"slug":{"type":"TEXT","notNull":true},"context":{"type":"TEXT","notNull":true,"default":""},"_meta_type":{"type":"TEXT","notNull":true},"_meta_data":{"type":"JSON","notNull":false},"created_at":{"type":"TIMESTAMP","notNull":true,"default":"current_timestamp"},"updated_at":{"type":"TIMESTAMP","notNull":true,"default":"current_timestamp"},"tenant_id":{"type":"UUID","referenceKind":"tenantId","notNull":false},"contract_id":{"type":"UUID","referenceKind":"foreignKey","notNull":false,"foreignKey":{"table":"contracts","column":"id","onDelete":"NO 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TABLE IF NOT EXISTS \\"customers\\" (\\n \\"id\\" UUID PRIMARY KEY NOT NULL,\\n \\"slug\\" TEXT NOT NULL,\\n \\"context\\" TEXT NOT NULL DEFAULT '',\\n \\"created_at\\" TIMESTAMP NOT NULL DEFAULT current_timestamp,\\n \\"updated_at\\" TIMESTAMP NOT NULL DEFAULT current_timestamp,\\n \\"tenant_id\\" UUID,\\n \\"profile_id\\" UUID,\\n \\"credit_limit\\" INTEGER DEFAULT 0,\\n \\"payment_terms\\" TEXT DEFAULT '',\\n \\"tax_exempt\\" BOOLEAN DEFAULT FALSE,\\n \\"tax_id\\" TEXT DEFAULT '',\\n \\"default_tax_code_id\\" UUID,\\n \\"default_shipping_address\\" JSON,\\n \\"default_billing_address\\" JSON,\\n \\"status\\" TEXT,\\n \\"customer_type\\" TEXT,\\n \\"notes\\" TEXT DEFAULT '',\\n \\"contacts\\" JSON DEFAULT '[]'\\n);","columns":{"id":{"type":"UUID","primaryKey":true,"referenceKind":"id","notNull":true},"slug":{"type":"TEXT","notNull":true},"context":{"type":"TEXT","notNull":true,"default":""},"created_at":{"type":"TIMESTAMP","notNull":true,"default":"current_timestamp"},"updated_at":{"type":"TIMESTAMP","notNull":true,"default":"current_timestamp"},"tenant_id":{"type":"UUID","referenceKind":"tenantId","notNull":false,"unique":false},"profile_id":{"type":"UUID","referenceKind":"crossPackageRef","notNull":false,"unique":false},"credit_limit":{"type":"INTEGER","notNull":false,"unique":false,"default":0},"payment_terms":{"type":"TEXT","notNull":false,"unique":false,"default":""},"tax_exempt":{"type":"BOOLEAN","notNull":false,"unique":false,"default":false},"tax_id":{"type":"TEXT","notNull":false,"unique":false,"default":""},"default_tax_code_id":{"type":"UUID","referenceKind":"foreignKey","notNull":false,"unique":false,"foreignKey":{"table":"tax_codes","column":"id","onDelete":"NO 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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":"General 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},"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":{"visibility":"hidden"}}},"@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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}},{"id":"commerce.customers","className":"CustomersRecipe","label":"Customers","summary":"Keep a list of the people and companies you sell to.","synonyms":["clients","buyers","accounts"],"models":["@happyvertical/smrt-commerce:Customer"],"nav":[{"label":"Customers","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":["creditLimit","customerType","defaultBillingAddress","defaultShippingAddress","notes","paymentTerms","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}},{"id":"commerce.estimates","className":"EstimatesRecipe","label":"Estimates","summary":"Send customers a price quote before they commit.","synonyms":["quotes","quotations","proposals","bids"],"models":["@happyvertical/smrt-commerce:Estimate","@happyvertical/smrt-commerce:ContractLineItem"],"nav":[{"label":"Estimates","model":"@happyvertical/smrt-commerce:Estimate","icon":"fileText","description":"Price quotes you have sent to customers."}],"requires":["commerce.customers"],"section":{"id":"sales","label":"Sales","icon":"shoppingBag","description":"Customers, orders and quotes: everything you sell."},"options":{"@happyvertical/smrt-commerce:Estimate":{"fields":{"contractType":{"default":"estimate","visibility":"hidden","locked":true},"customerId":{"label":"Customer","order":1},"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":{"visibility":"hidden"}}}},"help":{"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":["customerId","expiryDate","status","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}},{"id":"commerce.fulfillment","className":"FulfillmentRecipe","label":"Shipping","summary":"Pack, ship and deliver orders, with tracking.","synonyms":["fulfillment","delivery","shipments","tracking"],"models":["@happyvertical/smrt-commerce:Fulfillment","@happyvertical/smrt-commerce:FulfillmentLineItem"],"nav":[{"label":"Shipments","model":"@happyvertical/smrt-commerce:Fulfillment","icon":"truck","description":"What has gone out the door and where it is now."}],"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:Fulfillment":{"fields":{"estimatedDelivery":{"visibility":"hidden"},"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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":{"historicalSourceKeyHash":{"visibility":"hidden"},"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":{"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":{"visibility":"hidden"}}},"@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"},"connectedAccountId":{"visibility":"hidden"},"connectedFeePolicyRef":{"visibility":"hidden"},"applicationFeeCents":{"visibility":"hidden"},"refundOfPaymentId":{"visibility":"hidden"},"connectedRefundState":{"visibility":"hidden"},"applicationFeeRefunded":{"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"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. Enter **{field:expectedDate}** as YYYY-MM-DD if you know when the delivery\\n should arrive. Leave it blank until a date is agreed.\\n7. Use **{field:shipTo}** for the delivery address and instructions, such as\\n which entrance or loading dock to use.\\n8. 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","expectedDate","expiryDate","issueDate","notes","reference","shipTo","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"help":{"markdown":"## Overview\\n\\nSales is where you take orders from your customers and see where each one\\nstands. Every order belongs to one of your customers, carries its amounts and\\ndates, and keeps a status so you always know what is still open.\\n\\n## Tasks\\n\\n### Take an order\\n\\n1. Choose the **New** button above the list.\\n2. Enter the **{field:customerId}** the order is for. Add them under Customers\\n first so they are on your list.\\n3. Enter the **{field:subtotal}** and **{field:taxAmount}**, then the\\n **{field:totalAmount}** the customer will pay.\\n4. Set the **{field:issueDate}**, and the **{field:dueDate}** if you expect\\n payment by a certain day.\\n5. Add your own **{field:reference}**, such as a purchase order number the\\n customer gave you, so you can find the order later.\\n6. Save.\\n\\n### Follow an order through to the end\\n\\n1. Open the 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. Check the **{field:dueDate}** against today to spot orders that are overdue.\\n4. Use **{field:notes}** to record calls, changes and anything promised.\\n\\n### Make a quote with an expiry\\n\\n1. Create the order as usual and set its **{field:status}** to show it is still\\n a draft.\\n2. Set **{field:expiryDate}** to the last day the price is good for.\\n3. Put your conditions, such as deposits or delivery, in **{field:terms}**.\\n","fieldRefs":["customerId","dueDate","expiryDate","issueDate","notes","reference","status","subtotal","taxAmount","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}},{"id":"commerce.vendors","className":"VendorsRecipe","label":"Vendors","summary":"Keep a list of the suppliers you buy from.","synonyms":["suppliers","sellers"],"models":["@happyvertical/smrt-commerce:Vendor"],"nav":[{"label":"Vendors","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":["currency","defaultContactEmail","defaultContactPhone","leadTimeDays","minimumOrderAmount","notes","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}}],"uiSelectors":{"customer-select":{"slotId":"customer-select","selects":"@happyvertical/smrt-commerce:Customer","label":"Customer Select","description":"Searchable customer picker for relation fields; the caller supplies the lookup"},"vendor-select":{"slotId":"vendor-select","selects":"@happyvertical/smrt-commerce:Vendor","label":"Vendor Select","description":"Searchable vendor picker for relation fields; the caller supplies the lookup"}},"smrtDependencies":["@happyvertical/smrt-agents","@happyvertical/smrt-core","@happyvertical/smrt-jobs","@happyvertical/smrt-ledgers","@happyvertical/smrt-products","@happyvertical/smrt-reports","@happyvertical/smrt-subscriptions","@happyvertical/smrt-tenancy"],"browser":{"status":"server-only","issues":["#3615","#3616","#3617","#3624","#3625","#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-agents","@happyvertical/smrt-jobs","@happyvertical/smrt-ledgers","@happyvertical/smrt-products","@happyvertical/smrt-profiles","@happyvertical/smrt-reports","@happyvertical/smrt-secrets","@happyvertical/smrt-subscriptions","@happyvertical/smrt-tenancy","@happyvertical/smrt-users"]},"stampsConstructors":true}`));
32
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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":"General 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},"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":{"visibility":"hidden"}}},"@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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}},{"id":"commerce.customers","className":"CustomersRecipe","label":"Customers","summary":"Keep a list of the people and companies you sell to.","synonyms":["clients","buyers","accounts"],"models":["@happyvertical/smrt-commerce:Customer"],"nav":[{"label":"Customers","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":["creditLimit","customerType","defaultBillingAddress","defaultShippingAddress","notes","paymentTerms","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}},{"id":"commerce.estimates","className":"EstimatesRecipe","label":"Estimates","summary":"Send customers a price quote before they commit.","synonyms":["quotes","quotations","proposals","bids"],"models":["@happyvertical/smrt-commerce:Estimate","@happyvertical/smrt-commerce:ContractLineItem"],"nav":[{"label":"Estimates","model":"@happyvertical/smrt-commerce:Estimate","icon":"fileText","description":"Price quotes you have sent to customers."}],"requires":["commerce.customers"],"section":{"id":"sales","label":"Sales","icon":"shoppingBag","description":"Customers, orders and quotes: everything you sell."},"options":{"@happyvertical/smrt-commerce:Estimate":{"fields":{"contractType":{"default":"estimate","visibility":"hidden","locked":true},"customerId":{"label":"Customer","order":1},"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":{"visibility":"hidden"}}}},"help":{"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":["customerId","expiryDate","status","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}},{"id":"commerce.fulfillment","className":"FulfillmentRecipe","label":"Shipping","summary":"Pack, ship and deliver orders, with tracking.","synonyms":["fulfillment","delivery","shipments","tracking"],"models":["@happyvertical/smrt-commerce:Fulfillment","@happyvertical/smrt-commerce:FulfillmentLineItem"],"nav":[{"label":"Shipments","model":"@happyvertical/smrt-commerce:Fulfillment","icon":"truck","description":"What has gone out the door and where it is now."}],"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:Fulfillment":{"fields":{"estimatedDelivery":{"visibility":"hidden"},"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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":{"historicalSourceKeyHash":{"visibility":"hidden"},"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":{"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":{"visibility":"hidden"}}},"@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"},"connectedAccountId":{"visibility":"hidden"},"connectedFeePolicyRef":{"visibility":"hidden"},"applicationFeeCents":{"visibility":"hidden"},"refundOfPaymentId":{"visibility":"hidden"},"connectedRefundState":{"visibility":"hidden"},"applicationFeeRefunded":{"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"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. Enter **{field:expectedDate}** as YYYY-MM-DD if you know when the delivery\\n should arrive. Leave it blank until a date is agreed.\\n7. Use **{field:shipTo}** for the delivery address and instructions, such as\\n which entrance or loading dock to use.\\n8. 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","expectedDate","expiryDate","issueDate","notes","reference","shipTo","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"help":{"markdown":"## Overview\\n\\nSales is where you take orders from your customers and see where each one\\nstands. Every order belongs to one of your customers, carries its amounts and\\ndates, and keeps a status so you always know what is still open.\\n\\n## Tasks\\n\\n### Take an order\\n\\n1. Choose the **New** button above the list.\\n2. Enter the **{field:customerId}** the order is for. Add them under Customers\\n first so they are on your list.\\n3. Enter the **{field:subtotal}** and **{field:taxAmount}**, then the\\n **{field:totalAmount}** the customer will pay.\\n4. Set the **{field:issueDate}**, and the **{field:dueDate}** if you expect\\n payment by a certain day.\\n5. Add your own **{field:reference}**, such as a purchase order number the\\n customer gave you, so you can find the order later.\\n6. Save.\\n\\n### Follow an order through to the end\\n\\n1. Open the 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. Check the **{field:dueDate}** against today to spot orders that are overdue.\\n4. Use **{field:notes}** to record calls, changes and anything promised.\\n\\n### Make a quote with an expiry\\n\\n1. Create the order as usual and set its **{field:status}** to show it is still\\n a draft.\\n2. Set **{field:expiryDate}** to the last day the price is good for.\\n3. Put your conditions, such as deposits or delivery, in **{field:terms}**.\\n","fieldRefs":["customerId","dueDate","expiryDate","issueDate","notes","reference","status","subtotal","taxAmount","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}},{"id":"commerce.vendors","className":"VendorsRecipe","label":"Vendors","summary":"Keep a list of the suppliers you buy from.","synonyms":["suppliers","sellers"],"models":["@happyvertical/smrt-commerce:Vendor"],"nav":[{"label":"Vendors","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":["currency","defaultContactEmail","defaultContactPhone","leadTimeDays","minimumOrderAmount","notes","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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #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},"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":{"visibility":"hidden"}}}},"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-agents, @happyvertical/smrt-jobs, @happyvertical/smrt-ledgers, @happyvertical/smrt-products, @happyvertical/smrt-profiles, @happyvertical/smrt-reports, @happyvertical/smrt-secrets, @happyvertical/smrt-subscriptions, @happyvertical/smrt-tenancy, @happyvertical/smrt-users, which do not build for a browser (#3615, #3616, #3617, #3624, #3625, #3626, #3627)."]}}],"uiSelectors":{"customer-select":{"slotId":"customer-select","selects":"@happyvertical/smrt-commerce:Customer","label":"Customer Select","description":"Searchable customer picker for relation fields; the caller supplies the lookup"},"vendor-select":{"slotId":"vendor-select","selects":"@happyvertical/smrt-commerce:Vendor","label":"Vendor Select","description":"Searchable vendor picker for relation fields; the caller supplies the lookup"}},"smrtDependencies":["@happyvertical/smrt-agents","@happyvertical/smrt-core","@happyvertical/smrt-jobs","@happyvertical/smrt-ledgers","@happyvertical/smrt-products","@happyvertical/smrt-reports","@happyvertical/smrt-subscriptions","@happyvertical/smrt-tenancy"],"browser":{"status":"server-only","issues":["#3615","#3616","#3617","#3624","#3625","#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-agents","@happyvertical/smrt-jobs","@happyvertical/smrt-ledgers","@happyvertical/smrt-products","@happyvertical/smrt-profiles","@happyvertical/smrt-reports","@happyvertical/smrt-secrets","@happyvertical/smrt-subscriptions","@happyvertical/smrt-tenancy","@happyvertical/smrt-users"]},"stampsConstructors":true}`));
33
33
  //#endregion
34
34
  //#region src/billing/provider.ts
35
35
  function providerCapabilities(provider) {