@happyvertical/smrt-planner 0.0.0-stage → 0.0.1

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Files changed (815) hide show
  1. package/LICENSE +21 -0
  2. package/README.md +170 -2
  3. package/app/404.html +80 -0
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3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1nuwlgo">Customers help</h1></header> <!--[--><section aria-label="Customers" class="svelte-1o06wj"><!--[-1--><!--]--> <!--[0--><article class="help svelte-cw30hy"><!--[--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Overview<!--]--><!--]--><!----></h2><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Customers is your address book for the people and businesses you sell to. Keep one record for each customer so you can see who they are, how they like to pay and what you have agreed with them, then refer back to them whenever you take an order.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Add a new customer<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the <!--]--><!--[0--><strong><!--[--><!--[3-->New<!--]--><!--]--><!----></strong><!--]--><!--[3--> button above the list.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Describe the customer with <!--]--><!--[0--><strong><!--[--><!--[3-->Customer type<!--]--><!--]--><!----></strong><!--]--><!--[3-->: a direct shopper, a wholesale buyer or a retail customer. Note in <!--]--><!--[0--><strong><!--[--><!--[3-->Status<!--]--><!--]--><!----></strong><!--]--><!--[3--> whether you are still dealing with them.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Fill in the <!--]--><!--[0--><strong><!--[--><!--[3-->Default shipping address<!--]--><!--]--><!----></strong><!--]--><!--[3--> and <!--]--><!--[0--><strong><!--[--><!--[3-->Default billing address<!--]--><!--]--><!----></strong><!--]--><!--[3--> so you do not have to type them again on every order.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Add <!--]--><!--[0--><strong><!--[--><!--[3-->Payment terms<!--]--><!--]--><!----></strong><!--]--><!--[3-->, for example "Net 30", if you give this customer time to pay.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. The customer is now on your list and ready to use on a sales order.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Keep track of what a customer can owe<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open the customer from the list and choose Edit.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set <!--]--><!--[0--><strong><!--[--><!--[3-->Credit limit<!--]--><!--]--><!----></strong><!--]--><!--[3--> to the most you are comfortable letting them owe you at one time.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->If you do not charge them sales tax, turn on <!--]--><!--[0--><strong><!--[--><!--[3-->Tax exempt<!--]--><!--]--><!----></strong><!--]--><!--[3-->, and keep their tax number on file.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Use <!--]--><!--[0--><strong><!--[--><!--[3-->Notes<!--]--><!--]--><!----></strong><!--]--><!--[3--> for anything the next person who deals with this customer should know.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Find a customer<!--]--><!--]--><!----></h3><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Scan the list for the customer you want, or open a record to see everything you have on file. To stop dealing with someone without losing their history, change their <!--]--><!--[0--><strong><!--[--><!--[3-->Status<!--]--><!--]--><!----></strong><!--]--><!--[3--> to inactive instead of deleting them.<!--]--><!--]--><!----></p><!--]--><!--]--> <!--[0--><section aria-label="Fields" class="svelte-cw30hy"><!----><h2 class="svelte-cw30hy">Fields<!----></h2><!----> <!--[--><section id="commerce.customers-fields-Customer" aria-label="Customer fields" class="svelte-cw30hy"><!--[-1--><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Name</dt> <dd class="svelte-cw30hy">Links this customer to their profile record, where their name and contact details are kept.</dd><dt class="svelte-cw30hy">Credit limit</dt> <dd class="svelte-cw30hy">The most this customer may owe you at one time. Leave it empty or at zero if you do not set limits.</dd><dt class="svelte-cw30hy">Payment terms</dt> <dd class="svelte-cw30hy">How long the customer has to pay, written the way you would say it, for example "Net 30".</dd><dt class="svelte-cw30hy">Tax exempt</dt> <dd class="svelte-cw30hy">Turn this on if you do not charge this customer sales tax.</dd><dt class="svelte-cw30hy">Tax id</dt> <dd class="svelte-cw30hy">The customer's tax or VAT number, kept on file for tax-exempt sales.</dd><dt class="svelte-cw30hy">Default shipping address</dt> <dd class="svelte-cw30hy">Where you usually send this customer's goods, so you do not retype it on every order.</dd><dt class="svelte-cw30hy">Default billing address</dt> <dd class="svelte-cw30hy">Where you send this customer's invoices.</dd><dt class="svelte-cw30hy">Status</dt> <dd class="svelte-cw30hy">Whether this is a current customer, for example active or inactive.</dd><dt class="svelte-cw30hy">Customer type</dt> <dd class="svelte-cw30hy">The kind of customer, for example an individual or a business.</dd><dt class="svelte-cw30hy">Notes</dt> <dd class="svelte-cw30hy">Anything worth remembering about this customer.</dd><!--]--></dl></section><!--]--></section><!--]--></article><!--]--></section><!--]--> <section class="panel svelte-kxkftj" aria-label="Connect other tools"><details class="disclosure svelte-19vasns"><summary aria-disabled="false" class="svelte-19vasns"><span>Connect other tools</span><span class="chevron svelte-19vasns" aria-hidden="true">⌄</span></summary> <div class="content svelte-19vasns"><!--[0--><p class="lede svelte-kxkftj">For connecting other software or an AI assistant to this app. All of it is
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+ generated by s-m-r-t from the model; none of it was written by hand.</p> <!--[--><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">Customer</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">11</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/customers/findByProfile</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/customers/findActive</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/customers/findByStatus</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/customers/getOrCreateForProfile</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/customers/findByTenant</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/customers/findGlobal</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/customers/findWithGlobals</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/customers</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/customers/[id]</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/customers</code></li><li><code class="svelte-kxkftj"><b>PATCH</b> /api/customers/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">9</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">customer_get</code></li><li><code class="svelte-kxkftj">customer_list</code></li><li><code class="svelte-kxkftj">customercollection_findactive</code></li><li><code class="svelte-kxkftj">customercollection_findbyprofile</code></li><li><code class="svelte-kxkftj">customercollection_findbystatus</code></li><li><code class="svelte-kxkftj">customercollection_findbytenant</code></li><li><code class="svelte-kxkftj">customercollection_findglobal</code></li><li><code class="svelte-kxkftj">customercollection_findwithglobals</code></li><li><code class="svelte-kxkftj">customercollection_getorcreateforprofile</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">16</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">customer_create</code></li><li><code class="svelte-kxkftj">customer_delete</code></li><li><code class="svelte-kxkftj">customer_get</code></li><li><code class="svelte-kxkftj">customer_getProfileId</code></li><li><code class="svelte-kxkftj">customer_hasAvailableCredit</code></li><li><code class="svelte-kxkftj">customer_isActive</code></li><li><code class="svelte-kxkftj">customer_isWholesale</code></li><li><code class="svelte-kxkftj">customer_list</code></li><li><code class="svelte-kxkftj">customer_update</code></li><li><code class="svelte-kxkftj">customercollection_findActive</code></li><li><code class="svelte-kxkftj">customercollection_findByProfile</code></li><li><code class="svelte-kxkftj">customercollection_findByStatus</code></li><li><code 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<!--[-1--><!--]--> <!--[-1--><!--]--> <!--[0--><!--[0--><!----><!--]--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!----> <!----> <!--[--><!--[0--><main class="svelte-1r2e3yg"><header class="svelte-1r2e3yg"><div class="bar svelte-1r2e3yg"><p class="meta svelte-1r2e3yg"><a href="../../">Planner</a> / Customers options</p> <div class="icons svelte-1fbsd8p"><a href="../../recipes/commerce.customers/help/" title="Customers help" aria-label="Customers help" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" class="svelte-tlrjgw"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg><!----></a> <a href="../../recipes/commerce.customers/" title="Customers options" aria-label="Customers options" aria-current="page" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" class="svelte-tlrjgw"><path d="M19.14 12.94c.04-.3.06-.61.06-.94 0-.32-.02-.64-.07-.94l2.03-1.58a.49.49 0 0 0 .12-.61l-1.92-3.32a.488.488 0 0 0-.59-.22l-2.39.96c-.5-.38-1.03-.7-1.62-.94l-.36-2.54a.484.484 0 0 0-.48-.41h-3.84c-.24 0-.43.17-.47.41l-.36 2.54c-.59.24-1.13.57-1.62.94l-2.39-.96c-.22-.08-.47 0-.59.22L2.74 8.87c-.12.21-.08.47.12.61l2.03 1.58c-.05.3-.09.63-.09.94s.02.64.07.94l-2.03 1.58a.49.49 0 0 0-.12.61l1.92 3.32c.12.22.37.29.59.22l2.39-.96c.5.38 1.03.7 1.62.94l.36 2.54c.05.24.24.41.48.41h3.84c.24 0 .44-.17.47-.41l.36-2.54c.59-.24 1.13-.56 1.62-.94l2.39.96c.22.08.47 0 .59-.22l1.92-3.32c.12-.22.07-.47-.12-.61l-2.01-1.58zM12 15.6c-1.98 0-3.6-1.62-3.6-3.6s1.62-3.6 3.6-3.6 3.6 1.62 3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1r2e3yg">Customers options</h1></header> <!--[--><section class="recipe svelte-1e5i8ao" aria-label="Customers"><header class="svelte-1e5i8ao"><!--[-1--><!--]--> <p class="svelte-1e5i8ao">Keep a list of the people and companies you sell to.</p> <p class="meta svelte-1e5i8ao"><code>commerce.customers</code> · from
69
+ Commerce</p> <!--[-1--><!--]--> <div class="actions"><button type="button" class="svelte-1e5i8ao">Add Customers to my app</button></div></header> <div class="adds svelte-1e5i8ao"><!----><h2 class="svelte-1e5i8ao">What it adds<!----></h2><!----> <ul class="svelte-1e5i8ao"><!--[--><li><!--[-1-->Customers<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for Customer</span></li><!--]--></ul></div> <!--[-1--><p class="meta svelte-1e5i8ao">Add this recipe to set its options.</p><!--]--></section><!--]--></main><!--]--><!--]--><!----><!----><!----></main> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[0--><aside id="smrt-admin-shell-right-panel" class="smrt-admin-shell__edge smrt-admin-shell__edge--right svelte-1x3knxs" data-state="collapsed" data-presentation="overlay" aria-label="Right sidebar"><!--[-1--><!--]--><!----> <!--[-1--><!--]--> <div class="smrt-admin-shell__rail svelte-1x3knxs"><!--[-1--><!--]--><!----> <!--[0--><!--]--></div> <!--[-1--><!--]--></aside><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[0--><footer id="smrt-admin-shell-bottom-panel" class="smrt-admin-shell__edge smrt-admin-shell__edge--bottom svelte-1x3knxs" data-state="collapsed" data-presentation="overlay" style="--edge-columns: 0px minmax(0, 1fr) 0px;"><!--[-1--><!--]--> <div class="smrt-admin-shell__band smrt-admin-shell__band--bottom svelte-1x3knxs" style="--band-column: 2;"><!--[-1--><!--]--><!----> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--><!----> <!--[-1--><!--]--></div> <!--[-1--><!--]--> <!--[-1--><!--]--></footer><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div><!----></div><!----><!----><!--]--><!--]--> <!--[-1--><!--]--><!--]-->
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