@happyvertical/smrt-planner 0.0.0-stage → 0.0.2

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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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aria-label="Inventory 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">Inventory options</h1></header> <!--[--><section class="recipe svelte-1e5i8ao" aria-label="Inventory"><header class="svelte-1e5i8ao"><!--[-1--><!--]--> <p class="svelte-1e5i8ao">Keep count of how many of each product you have.</p> <p class="meta svelte-1e5i8ao"><code>inventory.stock</code> · from
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+ Inventory</p> <!--[-1--><!--]--> <div class="actions"><button type="button" class="svelte-1e5i8ao">Add Inventory 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-->Stock levels<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for StockLevel</span></li><li><!--[-1-->Locations<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for InventoryLocation</span></li><li><!--[-1-->Stock movements<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for StockMovement</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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3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1nuwlgo">Bookkeeping help</h1></header> <!--[--><section aria-label="Bookkeeping" class="svelte-1o06wj"><!--[-1--><!--]--> <!--[0--><article class="help svelte-cw30hy"><!--[--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Overview<!--]--><!--]--><!----></h2><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Bookkeeping keeps your accounts. You list the accounts you use (your chart of accounts) and record each transaction as a journal whose entries debit and credit those accounts.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Set up your accounts<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Create a new account.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Give it a <!--]--><!--[0--><strong><!--[--><!--[3-->Number<!--]--><!--]--><!----></strong><!--]--><!--[3--> and a <!--]--><!--[0--><strong><!--[--><!--[3-->Name<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Choose its <!--]--><!--[0--><strong><!--[--><!--[3-->Type<!--]--><!--]--><!----></strong><!--]--><!--[3-->: asset, liability, equity, revenue or expense.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Record a transaction<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Create a new journal and add a <!--]--><!--[0--><strong><!--[--><!--[3-->Description<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Add entries: pick the account on each and enter a <!--]--><!--[0--><strong><!--[--><!--[3-->Debit<!--]--><!--]--><!----></strong><!--]--><!--[3--> or a <!--]--><!--[0--><strong><!--[--><!--[3-->Credit<!--]--><!--]--><!----></strong><!--]--><!--[3-->. They must add up to the same total.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set the journal's <!--]--><!--[0--><strong><!--[--><!--[3-->Status<!--]--><!--]--><!----></strong><!--]--><!--[3--> to posted when it is final. A posted journal is voided, not edited.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--]--> <!--[0--><section aria-label="Fields" class="svelte-cw30hy"><!----><h2 class="svelte-cw30hy">Fields<!----></h2><!----> <!--[--><section id="ledgers.bookkeeping-fields-Account" aria-label="Account fields" class="svelte-cw30hy"><!--[0--><!----><h3 class="svelte-cw30hy">Account<!----></h3><!----><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Number</dt> <dd class="svelte-cw30hy">The account number in your chart of accounts.</dd><dt class="svelte-cw30hy">Name</dt> <dd class="svelte-cw30hy">What the account is called.</dd><dt class="svelte-cw30hy">Description</dt> <dd class="svelte-cw30hy">What the account is used for.</dd><dt class="svelte-cw30hy">Type</dt> <dd class="svelte-cw30hy">asset, liability, equity, revenue or expense.</dd><dt class="svelte-cw30hy">Active</dt> <dd class="svelte-cw30hy">Turn this off to stop using the account without deleting it.</dd><!--]--></dl></section><section id="ledgers.bookkeeping-fields-Journal" aria-label="Journal fields" class="svelte-cw30hy"><!--[0--><!----><h3 class="svelte-cw30hy">Journal<!----></h3><!----><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Number</dt> <dd class="svelte-cw30hy">The journal's reference number.</dd><dt class="svelte-cw30hy">Date</dt> <dd class="svelte-cw30hy">The date of the transaction.</dd><dt class="svelte-cw30hy">Description</dt> <dd class="svelte-cw30hy">What the transaction was.</dd><dt class="svelte-cw30hy">Status</dt> <dd class="svelte-cw30hy">draft while you work on it, posted once final, or voided.</dd><dt class="svelte-cw30hy">Posted at</dt> <dd class="svelte-cw30hy">When it was posted.</dd><!--]--></dl></section><section id="ledgers.bookkeeping-fields-JournalEntry" aria-label="JournalEntry fields" class="svelte-cw30hy"><!--[0--><!----><h3 class="svelte-cw30hy">JournalEntry<!----></h3><!----><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Journal</dt> <dd class="svelte-cw30hy">The journal this entry belongs to.</dd><dt class="svelte-cw30hy">Account</dt> <dd class="svelte-cw30hy">The account this entry changes.</dd><dt class="svelte-cw30hy">Debit</dt> <dd class="svelte-cw30hy">The amount debited. Leave zero on a credit.</dd><dt class="svelte-cw30hy">Credit</dt> <dd class="svelte-cw30hy">The amount credited. Leave zero on a debit.</dd><dt class="svelte-cw30hy">Currency</dt> <dd class="svelte-cw30hy">The currency of the amounts.</dd><dt class="svelte-cw30hy">Memo</dt> <dd class="svelte-cw30hy">A note on this entry.</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
68
+ 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">Account</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">17</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/findByNumber</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/findByType</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/findActive</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/findTopLevel</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/findChildren</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/getTree</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/getOrCreateByNumber</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/groupByType</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/getDescendants</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/findByTenant</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/findGlobal</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts/findWithGlobals</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/accounts</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/accounts/[id]</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/accounts</code></li><li><code class="svelte-kxkftj"><b>PATCH</b> /api/accounts/[id]</code></li><li><code class="svelte-kxkftj"><b>DELETE</b> /api/accounts/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">15</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">account_create</code></li><li><code class="svelte-kxkftj">account_get</code></li><li><code class="svelte-kxkftj">account_list</code></li><li><code class="svelte-kxkftj">accountcollection_findactive</code></li><li><code class="svelte-kxkftj">accountcollection_findbynumber</code></li><li><code class="svelte-kxkftj">accountcollection_findbytenant</code></li><li><code class="svelte-kxkftj">accountcollection_findbytype</code></li><li><code class="svelte-kxkftj">accountcollection_findchildren</code></li><li><code class="svelte-kxkftj">accountcollection_findglobal</code></li><li><code class="svelte-kxkftj">accountcollection_findtoplevel</code></li><li><code class="svelte-kxkftj">accountcollection_findwithglobals</code></li><li><code class="svelte-kxkftj">accountcollection_getdescendants</code></li><li><code class="svelte-kxkftj">accountcollection_getorcreatebynumber</code></li><li><code class="svelte-kxkftj">accountcollection_gettree</code></li><li><code class="svelte-kxkftj">accountcollection_groupbytype</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">30</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">account_create</code></li><li><code class="svelte-kxkftj">account_createChild</code></li><li><code class="svelte-kxkftj">account_delete</code></li><li><code class="svelte-kxkftj">account_get</code></li><li><code class="svelte-kxkftj">account_getAncestors</code></li><li><code class="svelte-kxkftj">account_getBalance</code></li><li><code class="svelte-kxkftj">account_getChildren</code></li><li><code class="svelte-kxkftj">account_getDescendants</code></li><li><code class="svelte-kxkftj">account_getFullPath</code></li><li><code class="svelte-kxkftj">account_getHierarchy</code></li><li><code class="svelte-kxkftj">account_getParent</code></li><li><code class="svelte-kxkftj">account_isCreditNormal</code></li><li><code class="svelte-kxkftj">account_isDebitNormal</code></li><li><code class="svelte-kxkftj">account_isTopLevel</code></li><li><code class="svelte-kxkftj">account_list</code></li><li><code class="svelte-kxkftj">account_moveTo</code></li><li><code class="svelte-kxkftj">account_toTreeNode</code></li><li><code class="svelte-kxkftj">account_update</code></li><li><code class="svelte-kxkftj">accountcollection_findActive</code></li><li><code class="svelte-kxkftj">accountcollection_findByNumber</code></li><li><code class="svelte-kxkftj">accountcollection_findByTenant</code></li><li><code class="svelte-kxkftj">accountcollection_findByType</code></li><li><code class="svelte-kxkftj">accountcollection_findChildren</code></li><li><code class="svelte-kxkftj">accountcollection_findGlobal</code></li><li><code class="svelte-kxkftj">accountcollection_findTopLevel</code></li><li><code class="svelte-kxkftj">accountcollection_findWithGlobals</code></li><li><code class="svelte-kxkftj">accountcollection_getDescendants</code></li><li><code class="svelte-kxkftj">accountcollection_getOrCreateByNumber</code></li><li><code class="svelte-kxkftj">accountcollection_getTree</code></li><li><code class="svelte-kxkftj">accountcollection_groupByType</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">12</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">createChild(options: Omit&lt;AccountOptions, 'parentId' | 'type'>)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">findActive()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByNumber(number: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByTenant(tenantId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByType(type: AccountType)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findChildren(parentId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findGlobal()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findTopLevel()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findWithGlobals(tenantId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">getAncestors()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getBalance(asOfDate?: Date)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getChildren()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getDescendants()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">getFullPath()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getHierarchy()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getOrCreateByNumber(number: string, defaults?: Partial&lt;object>)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">getParent()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getTree()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">groupByType()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">isCreditNormal()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isDebitNormal()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isTopLevel()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">moveTo(newParent: this | string | null)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">toTreeNode()</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">Journal</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">17</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findByNumber</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findByDateRange</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findBySource</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findByStatus</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findDrafts</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findPosted</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/createWithEntries</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/post</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/void</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findBySourceRef</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findByMonth</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findByTenant</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findGlobal</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals/findWithGlobals</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/journals</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/journals/[id]</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/journals</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">17</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">journal_create</code></li><li><code class="svelte-kxkftj">journal_get</code></li><li><code class="svelte-kxkftj">journal_list</code></li><li><code class="svelte-kxkftj">journalcollection_createwithentries</code></li><li><code class="svelte-kxkftj">journalcollection_findbydaterange</code></li><li><code class="svelte-kxkftj">journalcollection_findbymonth</code></li><li><code class="svelte-kxkftj">journalcollection_findbynumber</code></li><li><code class="svelte-kxkftj">journalcollection_findbysource</code></li><li><code class="svelte-kxkftj">journalcollection_findbysourceref</code></li><li><code class="svelte-kxkftj">journalcollection_findbystatus</code></li><li><code class="svelte-kxkftj">journalcollection_findbytenant</code></li><li><code class="svelte-kxkftj">journalcollection_finddrafts</code></li><li><code class="svelte-kxkftj">journalcollection_findglobal</code></li><li><code class="svelte-kxkftj">journalcollection_findposted</code></li><li><code class="svelte-kxkftj">journalcollection_findwithglobals</code></li><li><code class="svelte-kxkftj">journalcollection_post</code></li><li><code class="svelte-kxkftj">journalcollection_void</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">31</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">journal_addEntry</code></li><li><code class="svelte-kxkftj">journal_create</code></li><li><code class="svelte-kxkftj">journal_delete</code></li><li><code class="svelte-kxkftj">journal_get</code></li><li><code class="svelte-kxkftj">journal_getEntries</code></li><li><code class="svelte-kxkftj">journal_getTotalCredits</code></li><li><code class="svelte-kxkftj">journal_getTotalDebits</code></li><li><code class="svelte-kxkftj">journal_isBalanced</code></li><li><code class="svelte-kxkftj">journal_isDraft</code></li><li><code class="svelte-kxkftj">journal_isEditable</code></li><li><code class="svelte-kxkftj">journal_isPosted</code></li><li><code class="svelte-kxkftj">journal_isVoided</code></li><li><code class="svelte-kxkftj">journal_list</code></li><li><code class="svelte-kxkftj">journal_post</code></li><li><code class="svelte-kxkftj">journal_summarize</code></li><li><code class="svelte-kxkftj">journal_update</code></li><li><code class="svelte-kxkftj">journal_void</code></li><li><code class="svelte-kxkftj">journalcollection_createWithEntries</code></li><li><code class="svelte-kxkftj">journalcollection_findByDateRange</code></li><li><code class="svelte-kxkftj">journalcollection_findByMonth</code></li><li><code class="svelte-kxkftj">journalcollection_findByNumber</code></li><li><code class="svelte-kxkftj">journalcollection_findBySource</code></li><li><code class="svelte-kxkftj">journalcollection_findBySourceRef</code></li><li><code class="svelte-kxkftj">journalcollection_findByStatus</code></li><li><code class="svelte-kxkftj">journalcollection_findByTenant</code></li><li><code class="svelte-kxkftj">journalcollection_findDrafts</code></li><li><code class="svelte-kxkftj">journalcollection_findGlobal</code></li><li><code class="svelte-kxkftj">journalcollection_findPosted</code></li><li><code class="svelte-kxkftj">journalcollection_findWithGlobals</code></li><li><code class="svelte-kxkftj">journalcollection_post</code></li><li><code class="svelte-kxkftj">journalcollection_void</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">14</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">addEntry(data: JournalEntryData)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">createWithEntries(data: CreateJournalData)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByDateRange(start: Date, end: Date)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByMonth(year: number, month: number)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByNumber(number: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findBySource(sourceModule: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findBySourceRef(sourceRef: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByStatus(status: JournalStatus)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByTenant(tenantId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findDrafts()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findGlobal()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findPosted()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findWithGlobals(tenantId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">getEntries()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getTotalCredits()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getTotalDebits()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isBalanced()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isDraft()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isEditable()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isPosted()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isVoided()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">post()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">summarize()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">void(reason: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><!--]--></ul></div></div></article><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">JournalEntry</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">12</span></h4> <ul 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/api/journalentries</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/journalentries/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">12</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">journalentry_get</code></li><li><code class="svelte-kxkftj">journalentry_list</code></li><li><code class="svelte-kxkftj">journalentrycollection_findbyaccount</code></li><li><code class="svelte-kxkftj">journalentrycollection_findbyaccounts</code></li><li><code class="svelte-kxkftj">journalentrycollection_findbyjournal</code></li><li><code class="svelte-kxkftj">journalentrycollection_findbytenant</code></li><li><code class="svelte-kxkftj">journalentrycollection_findglobal</code></li><li><code class="svelte-kxkftj">journalentrycollection_findwithglobals</code></li><li><code class="svelte-kxkftj">journalentrycollection_getaccountbalance</code></li><li><code 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class="svelte-kxkftj">journalentry_isDebit</code></li><li><code class="svelte-kxkftj">journalentry_list</code></li><li><code class="svelte-kxkftj">journalentry_update</code></li><li><code class="svelte-kxkftj">journalentrycollection_findByAccount</code></li><li><code class="svelte-kxkftj">journalentrycollection_findByAccounts</code></li><li><code class="svelte-kxkftj">journalentrycollection_findByJournal</code></li><li><code class="svelte-kxkftj">journalentrycollection_findByTenant</code></li><li><code class="svelte-kxkftj">journalentrycollection_findGlobal</code></li><li><code class="svelte-kxkftj">journalentrycollection_findWithGlobals</code></li><li><code class="svelte-kxkftj">journalentrycollection_getAccountBalance</code></li><li><code class="svelte-kxkftj">journalentrycollection_getAccountLedger</code></li><li><code class="svelte-kxkftj">journalentrycollection_getTotalsForDateRange</code></li><li><code class="svelte-kxkftj">journalentrycollection_getTrialBalance</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">10</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">findByAccount(accountId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByAccounts(accountIds: string[])</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByJournal(journalId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findByTenant(tenantId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findGlobal()</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></li><li><code class="svelte-kxkftj">findWithGlobals(tenantId: string)</code> <!--[0--><mark class="svelte-kxkftj">AI</mark><!--]--></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> / Bookkeeping options</p> <div class="icons svelte-1fbsd8p"><a href="../../recipes/ledgers.bookkeeping/help/" title="Bookkeeping help" aria-label="Bookkeeping 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/ledgers.bookkeeping/" title="Bookkeeping options" aria-label="Bookkeeping 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">Bookkeeping options</h1></header> <!--[--><section class="recipe svelte-1e5i8ao" aria-label="Bookkeeping"><header class="svelte-1e5i8ao"><!--[-1--><!--]--> <p class="svelte-1e5i8ao">Keep your books: a chart of accounts and double-entry journals.</p> <p class="meta svelte-1e5i8ao"><code>ledgers.bookkeeping</code> · from
69
+ Ledgers</p> <!--[-1--><!--]--> <div class="actions"><button type="button" class="svelte-1e5i8ao">Add Bookkeeping 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-->Accounts<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for Account</span></li><li><!--[-1-->Journals<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for Journal</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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