@happyvertical/smrt-planner 0.0.2 → 0.1.1

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 (752) hide show
  1. package/README.md +81 -8
  2. package/app/404.html +42 -49
  3. package/app/_app/immutable/assets/0.DUow1OzM.css +1 -0
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@@ -5,7 +5,20 @@
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  "name": "Bakery",
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6
  "icon": "bread",
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7
  "summary": "Retail and cafe wholesale orders, ingredient stock, batches and suppliers.",
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- "keywords": ["bake", "baker", "bakery", "baking", "bread", "pastry", "cake", "cookies", "cafe wholesale", "coffee shop", "patisserie", "sourdough"],
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+ "keywords": [
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+ "bake",
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+ "baker",
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+ "bakery",
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+ "baking",
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+ "bread",
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+ "pastry",
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+ "cake",
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+ "cookies",
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+ "cafe wholesale",
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+ "coffee shop",
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+ "patisserie",
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+ "sourdough"
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+ ],
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  "settings": {
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  "currency": "USD",
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@@ -14,7 +27,12 @@
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  "commerce.customers",
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  "commerce.invoicing",
@@ -61,12 +79,6 @@
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  "scopeType": "app",
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80
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  {
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  "objectRef": "@happyvertical/smrt-commerce:ProductionOrder",
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  "fieldName": "expiryDate",
@@ -205,16 +217,33 @@
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217
  "name": "Mechanic",
206
218
  "icon": "car",
207
219
  "summary": "Quotes, work orders, parts, appointments and billing for a repair shop.",
208
- "keywords": ["mechanic", "garage", "auto repair", "car repair", "fix cars", "car", "vehicle", "brakes", "oil change", "tyres", "tires", "servicing", "repair shop"],
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+ "keywords": [
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+ "mechanic",
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+ "garage",
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+ "auto repair",
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+ "car repair",
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+ "fix cars",
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+ "car",
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+ "vehicle",
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+ "brakes",
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+ "oil change",
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+ "tyres",
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+ "tires",
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+ "servicing",
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+ "repair shop"
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+ ],
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236
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  "paymentTerms": "Due on receipt",
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  "commerce.customers",
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  "commerce.estimates",
@@ -229,6 +258,12 @@
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  ],
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  "features": [],
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@@ -265,6 +300,12 @@
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  "scopeType": "app",
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  "defaultValue": "\"USD\""
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+ {
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+ "fieldName": "taxRoundingScope",
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+ "scopeType": "app",
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+ "defaultValue": "\"document\""
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+ },
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  {
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  "objectRef": "@happyvertical/smrt-commerce:Invoice",
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@@ -412,7 +453,19 @@
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  "name": "Welder",
413
454
  "icon": "flame",
414
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  "summary": "Quotes, jobs, agreements, material and site visits for a welding business.",
415
- "keywords": ["weld", "welder", "welding", "fabrication", "fabricate", "metal", "steel", "gates", "railings", "metalwork", "boilermaker"],
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+ "keywords": [
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+ "weld",
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+ "welder",
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+ "welding",
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+ "fabrication",
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+ "fabricate",
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+ "metal",
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+ "steel",
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+ "gates",
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+ "railings",
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+ "metalwork",
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+ "boilermaker"
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+ ],
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469
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470
  "currency": "USD",
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  "paymentTerms": "50% deposit, balance on completion"
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  "commerce.agreements",
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  "commerce.customers",
@@ -604,7 +659,18 @@
604
659
  "name": "Yoga studio",
605
660
  "icon": "yoga",
606
661
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607
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+ "yoga",
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+ "yoga studio",
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+ "studio",
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+ "memberships",
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+ "instructor"
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  "paymentTerms": "Due on receipt"
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  "commerce.agreements",
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783
854
  "custom:shop": "Sell to customers and keep their details.",
784
855
  "custom:billing": "Invoices and the payments against them."
785
856
  }
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+ },
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859
+ "id": "landscaping",
860
+ "name": "Landscaping",
861
+ "icon": "leaf",
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+ "summary": "Quotes, jobs, maintenance contracts, materials and the crew schedule for a lawn and landscape business.",
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+ "keywords": [
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+ "landscaping",
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+ "landscaper",
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+ "lawn care",
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+ "lawn",
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+ "mowing",
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+ "garden",
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+ "gardener",
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+ "yard work",
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+ "hardscape",
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+ "irrigation",
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+ "tree service",
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+ "snow removal",
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+ "grounds"
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+ ],
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+ "currency": "USD",
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+ "paymentTerms": "Net 15",
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+ "taxRate": 0.06
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+ },
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+ "sectionDescriptions": {
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+ "custom:jobs": "Work orders and the customers they belong to.",
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+ "custom:schedule": "Appointments and what is on the calendar.",
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+ "custom:yard": "Materials, stock and the suppliers you buy from.",
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+ "custom:billing": "Invoices and the payments against them."
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+ },
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+ "document": {
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+ "$schema": "https://s-m-r-t.dev/schemas/cookbook/v1.json",
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+ "version": 1,
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+ "theme": {
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+ "custom": {
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+ "primary": "#15803d"
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+ }
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+ "commerce.customers",
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+ "commerce.estimates",
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+ "commerce.invoicing",
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+ "commerce.purchases",
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+ "commerce.sales",
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+ "commerce.vendors",
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+ "products.simple"
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+ ],
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Agreement",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Net 15\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:ContractLineItem",
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+ "fieldName": "taxRate",
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+ "scopeType": "app",
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+ "defaultValue": "0.06"
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Customer",
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+ "fieldName": "paymentTerms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Net 15\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Estimate",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Net 15\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
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+ "fieldName": "currency",
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+ "scopeType": "app",
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+ "defaultValue": "\"USD\""
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Net 15\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:InvoiceLineItem",
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+ "fieldName": "taxRate",
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+ "scopeType": "app",
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+ "defaultValue": "0.06"
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Lease",
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+ "scopeType": "app",
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+ "defaultValue": "\"Net 15\""
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+ "objectRef": "@happyvertical/smrt-commerce:Order",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Net 15\""
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:WholesaleOrder",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Net 15\""
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+ }
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+ "item:events:Event",
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+ "item:events:EventSeries",
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+ "item:events:EventType"
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+ "item:products:Product",
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+ "item:inventory:StockLevel",
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+ "item:commerce:Vendor",
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+ "item:commerce:PurchaseOrder"
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+ "item:commerce:Invoice",
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+ "item:commerce:Contract",
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+ "item:inventory:StockMovement"
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+ "item:events:EventSeries": "custom:schedule",
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+ "item:events:EventType": "custom:schedule",
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+ "item:commerce:Vendor": "custom:yard",
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+ "item:commerce:Invoice": "custom:billing",
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+ "item:commerce:Payment": "custom:billing"
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+ },
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+ "customSections": [
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+ {
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+ "id": "custom:jobs",
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+ "label": "Jobs"
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+ },
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+ "id": "custom:schedule",
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+ "label": "Schedule"
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+ },
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+ "label": "Yard"
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+ },
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+ "id": "custom:billing",
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+ "label": "Billing"
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+ }
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+ "items": {
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+ "item:commerce:Estimate": {
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+ "label": "Quotes",
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+ "description": "Quotes for new work, ready to become jobs once approved."
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+ },
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+ "item:commerce:Order": {
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+ "label": "Jobs",
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+ "description": "Every job you have won, from the first visit to the final invoice."
1051
+ },
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+ "item:commerce:Agreement": {
1053
+ "label": "Maintenance contracts",
1054
+ "description": "Weekly mowing and seasonal programs, with who holds them and when they renew."
1055
+ },
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+ "item:events:Event": {
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+ "label": "Crew schedule",
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+ "description": "Visits on the calendar, by day and crew."
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+ },
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+ "item:events:EventSeries": {
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+ "label": "Recurring visits",
1062
+ "description": "Routes that repeat, like a Tuesday mowing round, set up once."
1063
+ },
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+ "item:events:EventType": {
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+ "label": "Visit types",
1066
+ "description": "The kinds of visit you make, like a mow, a clean-up or an install."
1067
+ },
1068
+ "item:products:Product": {
1069
+ "label": "Materials",
1070
+ "description": "Mulch, soil, sod, plants and the other things you sell and install."
1071
+ },
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+ "item:inventory:StockLevel": {
1073
+ "label": "Materials on hand",
1074
+ "description": "What is in the yard and on the trucks."
1075
+ },
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+ "item:commerce:Vendor": {
1077
+ "label": "Suppliers",
1078
+ "description": "The nurseries and stone yards you buy from."
1079
+ },
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+ "item:commerce:PurchaseOrder": {
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+ "label": "Material orders",
1082
+ "description": "Material you have ordered and when it lands."
1083
+ }
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+ },
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+ "sections": {
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+ "custom:jobs": {
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+ "icon": "wrench"
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+ },
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+ "icon": "calendar"
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+ },
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+ "custom:yard": {
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+ "icon": "package"
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+ "icon": "receipt"
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+ }
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+ }
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+ }
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+ }
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+ },
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+ {
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+ "id": "salon",
1104
+ "name": "Hair salon",
1105
+ "icon": "scissors",
1106
+ "summary": "Appointments, clients, services, retail stock and payments at the desk for a salon or barbershop.",
1107
+ "keywords": [
1108
+ "salon",
1109
+ "hair salon",
1110
+ "barber",
1111
+ "barbershop",
1112
+ "hairdresser",
1113
+ "stylist",
1114
+ "haircut",
1115
+ "hair colour",
1116
+ "hair color",
1117
+ "highlights",
1118
+ "blow-dry",
1119
+ "nails",
1120
+ "beauty",
1121
+ "spa"
1122
+ ],
1123
+ "settings": {
1124
+ "currency": "USD",
1125
+ "paymentTerms": "Due on receipt",
1126
+ "taxRate": 0.07,
1127
+ "pricesIncludeTax": true
1128
+ },
1129
+ "sectionDescriptions": {
1130
+ "custom:appointments": "Bookings and the services behind them.",
1131
+ "custom:clients": "Clients and what they usually have.",
1132
+ "custom:checkout": "Sales at the desk and the payments against them.",
1133
+ "custom:shelf": "Retail, backbar stock and who you buy from."
1134
+ },
1135
+ "document": {
1136
+ "$schema": "https://s-m-r-t.dev/schemas/cookbook/v1.json",
1137
+ "version": 1,
1138
+ "theme": {
1139
+ "custom": {
1140
+ "primary": "#9d174d"
1141
+ }
1142
+ },
1143
+ "recipes": [
1144
+ "commerce.customers",
1145
+ "commerce.invoicing",
1146
+ "commerce.purchases",
1147
+ "commerce.sales",
1148
+ "commerce.vendors",
1149
+ "events.calendar",
1150
+ "inventory.stock",
1151
+ "ledgers.bookkeeping",
1152
+ "products.simple"
1153
+ ],
1154
+ "features": [],
1155
+ "policies": [
1156
+ {
1157
+ "objectRef": "@happyvertical/smrt-commerce:Agreement",
1158
+ "fieldName": "terms",
1159
+ "scopeType": "app",
1160
+ "defaultValue": "\"Due on receipt\""
1161
+ },
1162
+ {
1163
+ "objectRef": "@happyvertical/smrt-commerce:Contract",
1164
+ "fieldName": "lineAmountType",
1165
+ "scopeType": "app",
1166
+ "defaultValue": "\"inclusive\""
1167
+ },
1168
+ {
1169
+ "objectRef": "@happyvertical/smrt-commerce:ContractLineItem",
1170
+ "fieldName": "taxRate",
1171
+ "scopeType": "app",
1172
+ "defaultValue": "0.07"
1173
+ },
1174
+ {
1175
+ "objectRef": "@happyvertical/smrt-commerce:Customer",
1176
+ "fieldName": "creditLimit",
1177
+ "scopeType": "app",
1178
+ "visibility": "hidden"
1179
+ },
1180
+ {
1181
+ "objectRef": "@happyvertical/smrt-commerce:Customer",
1182
+ "fieldName": "customerType",
1183
+ "scopeType": "app",
1184
+ "visibility": "hidden"
1185
+ },
1186
+ {
1187
+ "objectRef": "@happyvertical/smrt-commerce:Customer",
1188
+ "fieldName": "paymentTerms",
1189
+ "scopeType": "app",
1190
+ "defaultValue": "\"Due on receipt\""
1191
+ },
1192
+ {
1193
+ "objectRef": "@happyvertical/smrt-commerce:Customer",
1194
+ "fieldName": "taxExempt",
1195
+ "scopeType": "app",
1196
+ "visibility": "hidden"
1197
+ },
1198
+ {
1199
+ "objectRef": "@happyvertical/smrt-commerce:Customer",
1200
+ "fieldName": "taxId",
1201
+ "scopeType": "app",
1202
+ "visibility": "hidden"
1203
+ },
1204
+ {
1205
+ "objectRef": "@happyvertical/smrt-commerce:Estimate",
1206
+ "fieldName": "terms",
1207
+ "scopeType": "app",
1208
+ "defaultValue": "\"Due on receipt\""
1209
+ },
1210
+ {
1211
+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
1212
+ "fieldName": "currency",
1213
+ "scopeType": "app",
1214
+ "defaultValue": "\"USD\""
1215
+ },
1216
+ {
1217
+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
1218
+ "fieldName": "lineAmountType",
1219
+ "scopeType": "app",
1220
+ "defaultValue": "\"inclusive\""
1221
+ },
1222
+ {
1223
+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
1224
+ "fieldName": "terms",
1225
+ "scopeType": "app",
1226
+ "defaultValue": "\"Due on receipt\""
1227
+ },
1228
+ {
1229
+ "objectRef": "@happyvertical/smrt-commerce:InvoiceLineItem",
1230
+ "fieldName": "taxRate",
1231
+ "scopeType": "app",
1232
+ "defaultValue": "0.07"
1233
+ },
1234
+ {
1235
+ "objectRef": "@happyvertical/smrt-commerce:Lease",
1236
+ "fieldName": "terms",
1237
+ "scopeType": "app",
1238
+ "defaultValue": "\"Due on receipt\""
1239
+ },
1240
+ {
1241
+ "objectRef": "@happyvertical/smrt-commerce:Order",
1242
+ "fieldName": "terms",
1243
+ "scopeType": "app",
1244
+ "defaultValue": "\"Due on receipt\""
1245
+ },
1246
+ {
1247
+ "objectRef": "@happyvertical/smrt-commerce:WholesaleOrder",
1248
+ "fieldName": "terms",
1249
+ "scopeType": "app",
1250
+ "defaultValue": "\"Due on receipt\""
1251
+ }
1252
+ ],
1253
+ "layout": {
1254
+ "version": 1,
1255
+ "sectionOrder": [
1256
+ "custom:appointments",
1257
+ "custom:clients",
1258
+ "custom:checkout",
1259
+ "custom:shelf",
1260
+ "section:accounting"
1261
+ ],
1262
+ "itemOrder": {
1263
+ "custom:appointments": [
1264
+ "item:events:Event",
1265
+ "item:events:EventType",
1266
+ "item:events:EventSeries"
1267
+ ],
1268
+ "custom:clients": [
1269
+ "item:commerce:Customer"
1270
+ ],
1271
+ "custom:checkout": [
1272
+ "item:commerce:Order",
1273
+ "item:commerce:Payment",
1274
+ "item:commerce:Invoice"
1275
+ ],
1276
+ "custom:shelf": [
1277
+ "item:products:Product",
1278
+ "item:inventory:StockLevel",
1279
+ "item:commerce:Vendor",
1280
+ "item:commerce:PurchaseOrder"
1281
+ ]
1282
+ },
1283
+ "hidden": [
1284
+ "item:inventory:InventoryLocation",
1285
+ "item:inventory:StockMovement"
1286
+ ],
1287
+ "moved": {
1288
+ "item:events:Event": "custom:appointments",
1289
+ "item:events:EventType": "custom:appointments",
1290
+ "item:events:EventSeries": "custom:appointments",
1291
+ "item:commerce:Customer": "custom:clients",
1292
+ "item:commerce:Order": "custom:checkout",
1293
+ "item:commerce:Payment": "custom:checkout",
1294
+ "item:commerce:Invoice": "custom:checkout",
1295
+ "item:products:Product": "custom:shelf",
1296
+ "item:inventory:StockLevel": "custom:shelf",
1297
+ "item:commerce:Vendor": "custom:shelf",
1298
+ "item:commerce:PurchaseOrder": "custom:shelf"
1299
+ },
1300
+ "customSections": [
1301
+ {
1302
+ "id": "custom:appointments",
1303
+ "label": "Appointments"
1304
+ },
1305
+ {
1306
+ "id": "custom:clients",
1307
+ "label": "Clients"
1308
+ },
1309
+ {
1310
+ "id": "custom:checkout",
1311
+ "label": "Checkout"
1312
+ },
1313
+ {
1314
+ "id": "custom:shelf",
1315
+ "label": "Shelf"
1316
+ }
1317
+ ],
1318
+ "items": {
1319
+ "item:events:Event": {
1320
+ "label": "Appointments",
1321
+ "description": "Every booking in the book, by stylist and chair."
1322
+ },
1323
+ "item:events:EventType": {
1324
+ "label": "Appointment types",
1325
+ "description": "The services you book, like a cut, a colour or a beard trim, with their length."
1326
+ },
1327
+ "item:events:EventSeries": {
1328
+ "label": "Standing appointments",
1329
+ "description": "Regulars who come back every few weeks, set up once."
1330
+ },
1331
+ "item:commerce:Customer": {
1332
+ "label": "Clients",
1333
+ "description": "Your clients, with how to reach them and what they usually have."
1334
+ },
1335
+ "item:commerce:Order": {
1336
+ "label": "Sales",
1337
+ "description": "Each visit’s ticket: the services done and anything bought at the desk."
1338
+ },
1339
+ "item:commerce:Payment": {
1340
+ "label": "Payments",
1341
+ "description": "Money taken at the desk, by card or cash."
1342
+ },
1343
+ "item:commerce:Invoice": {
1344
+ "label": "Invoices",
1345
+ "description": "Bills for bridal parties, packages and accounts that pay later."
1346
+ },
1347
+ "item:products:Product": {
1348
+ "label": "Services & products",
1349
+ "description": "Your services and the retail you sell, with prices."
1350
+ },
1351
+ "item:inventory:StockLevel": {
1352
+ "label": "Retail stock",
1353
+ "description": "Product on the shelf and at the backbar."
1354
+ },
1355
+ "item:commerce:Vendor": {
1356
+ "label": "Suppliers",
1357
+ "description": "The distributors you buy colour, product and towels from."
1358
+ },
1359
+ "item:commerce:PurchaseOrder": {
1360
+ "label": "Supply orders",
1361
+ "description": "Product you have ordered and when it arrives."
1362
+ }
1363
+ },
1364
+ "sections": {
1365
+ "custom:appointments": {
1366
+ "icon": "calendar"
1367
+ },
1368
+ "custom:clients": {
1369
+ "icon": "users"
1370
+ },
1371
+ "custom:checkout": {
1372
+ "icon": "creditCard"
1373
+ },
1374
+ "custom:shelf": {
1375
+ "icon": "shoppingBag"
1376
+ }
1377
+ }
1378
+ }
1379
+ }
1380
+ },
1381
+ {
1382
+ "id": "roaster",
1383
+ "name": "Coffee roaster",
1384
+ "icon": "coffee",
1385
+ "summary": "Cafe accounts, online orders, green coffee, roast batches and importers for a small roastery or brewery.",
1386
+ "keywords": [
1387
+ "coffee roaster",
1388
+ "roaster",
1389
+ "roastery",
1390
+ "coffee",
1391
+ "beans",
1392
+ "green coffee",
1393
+ "espresso",
1394
+ "cafe accounts",
1395
+ "brewery",
1396
+ "microbrewery",
1397
+ "taproom",
1398
+ "kegs",
1399
+ "small batch"
1400
+ ],
1401
+ "settings": {
1402
+ "currency": "USD",
1403
+ "paymentTerms": "Net 30",
1404
+ "taxRate": 0
1405
+ },
1406
+ "sectionDescriptions": {
1407
+ "custom:shop": "Sell to customers and keep their details.",
1408
+ "custom:wholesale": "Orders, invoices and payments from trade customers.",
1409
+ "custom:roastery": "Coffees, green coffee, stock and what you are roasting.",
1410
+ "custom:buying": "Suppliers and what you order from them."
1411
+ },
1412
+ "document": {
1413
+ "$schema": "https://s-m-r-t.dev/schemas/cookbook/v1.json",
1414
+ "version": 1,
1415
+ "theme": {
1416
+ "custom": {
1417
+ "primary": "#7c2d12",
1418
+ "fontFamily": "Georgia"
1419
+ }
1420
+ },
1421
+ "recipes": [
1422
+ "commerce.customers",
1423
+ "commerce.invoicing",
1424
+ "commerce.purchases",
1425
+ "commerce.sales",
1426
+ "commerce.vendors",
1427
+ "commerce.wholesale",
1428
+ "inventory.stock",
1429
+ "ledgers.bookkeeping",
1430
+ "products.ingredients",
1431
+ "products.simple"
1432
+ ],
1433
+ "features": [
1434
+ "@happyvertical/smrt-commerce:ProductionOrder"
1435
+ ],
1436
+ "policies": [
1437
+ {
1438
+ "objectRef": "@happyvertical/smrt-commerce:Agreement",
1439
+ "fieldName": "terms",
1440
+ "scopeType": "app",
1441
+ "defaultValue": "\"Net 30\""
1442
+ },
1443
+ {
1444
+ "objectRef": "@happyvertical/smrt-commerce:Customer",
1445
+ "fieldName": "paymentTerms",
1446
+ "scopeType": "app",
1447
+ "defaultValue": "\"Net 30\""
1448
+ },
1449
+ {
1450
+ "objectRef": "@happyvertical/smrt-commerce:Estimate",
1451
+ "fieldName": "terms",
1452
+ "scopeType": "app",
1453
+ "defaultValue": "\"Net 30\""
1454
+ },
1455
+ {
1456
+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
1457
+ "fieldName": "currency",
1458
+ "scopeType": "app",
1459
+ "defaultValue": "\"USD\""
1460
+ },
1461
+ {
1462
+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
1463
+ "fieldName": "terms",
1464
+ "scopeType": "app",
1465
+ "defaultValue": "\"Net 30\""
1466
+ },
1467
+ {
1468
+ "objectRef": "@happyvertical/smrt-commerce:Lease",
1469
+ "fieldName": "terms",
1470
+ "scopeType": "app",
1471
+ "defaultValue": "\"Net 30\""
1472
+ },
1473
+ {
1474
+ "objectRef": "@happyvertical/smrt-commerce:Order",
1475
+ "fieldName": "terms",
1476
+ "scopeType": "app",
1477
+ "defaultValue": "\"Net 30\""
1478
+ },
1479
+ {
1480
+ "objectRef": "@happyvertical/smrt-commerce:ProductionOrder",
1481
+ "fieldName": "channelId",
1482
+ "scopeType": "app",
1483
+ "visibility": "hidden"
1484
+ },
1485
+ {
1486
+ "objectRef": "@happyvertical/smrt-commerce:ProductionOrder",
1487
+ "fieldName": "expiryDate",
1488
+ "scopeType": "app",
1489
+ "visibility": "hidden"
1490
+ },
1491
+ {
1492
+ "objectRef": "@happyvertical/smrt-commerce:ProductionOrder",
1493
+ "fieldName": "vendorId",
1494
+ "scopeType": "app",
1495
+ "visibility": "hidden"
1496
+ },
1497
+ {
1498
+ "objectRef": "@happyvertical/smrt-commerce:WholesaleOrder",
1499
+ "fieldName": "terms",
1500
+ "scopeType": "app",
1501
+ "defaultValue": "\"Net 30\""
1502
+ }
1503
+ ],
1504
+ "layout": {
1505
+ "version": 1,
1506
+ "sectionOrder": [
1507
+ "custom:shop",
1508
+ "custom:wholesale",
1509
+ "custom:roastery",
1510
+ "custom:buying",
1511
+ "section:accounting"
1512
+ ],
1513
+ "itemOrder": {
1514
+ "custom:shop": [
1515
+ "item:commerce:Order",
1516
+ "item:commerce:Customer"
1517
+ ],
1518
+ "custom:wholesale": [
1519
+ "item:commerce:WholesaleOrder",
1520
+ "item:commerce:Invoice",
1521
+ "item:commerce:Payment"
1522
+ ],
1523
+ "custom:roastery": [
1524
+ "item:products:Product",
1525
+ "item:products:Product:ingredients",
1526
+ "item:inventory:StockLevel",
1527
+ "item:commerce:ProductionOrder"
1528
+ ],
1529
+ "custom:buying": [
1530
+ "item:commerce:Vendor",
1531
+ "item:commerce:PurchaseOrder"
1532
+ ]
1533
+ },
1534
+ "hidden": [
1535
+ "item:inventory:InventoryLocation",
1536
+ "item:inventory:StockMovement"
1537
+ ],
1538
+ "moved": {
1539
+ "item:commerce:Order": "custom:shop",
1540
+ "item:commerce:Customer": "custom:shop",
1541
+ "item:commerce:WholesaleOrder": "custom:wholesale",
1542
+ "item:commerce:Invoice": "custom:wholesale",
1543
+ "item:commerce:Payment": "custom:wholesale",
1544
+ "item:products:Product": "custom:roastery",
1545
+ "item:products:Product:ingredients": "custom:roastery",
1546
+ "item:inventory:StockLevel": "custom:roastery",
1547
+ "item:commerce:ProductionOrder": "custom:roastery",
1548
+ "item:commerce:Vendor": "custom:buying",
1549
+ "item:commerce:PurchaseOrder": "custom:buying"
1550
+ },
1551
+ "customSections": [
1552
+ {
1553
+ "id": "custom:shop",
1554
+ "label": "Shop"
1555
+ },
1556
+ {
1557
+ "id": "custom:wholesale",
1558
+ "label": "Wholesale"
1559
+ },
1560
+ {
1561
+ "id": "custom:roastery",
1562
+ "label": "Roastery"
1563
+ },
1564
+ {
1565
+ "id": "custom:buying",
1566
+ "label": "Buying"
1567
+ }
1568
+ ],
1569
+ "items": {
1570
+ "item:commerce:Order": {
1571
+ "label": "Online & retail orders",
1572
+ "description": "Orders from the website and the roastery door."
1573
+ },
1574
+ "item:commerce:WholesaleOrder": {
1575
+ "label": "Cafe orders",
1576
+ "description": "Standing and one-off orders from cafes, bars and grocers."
1577
+ },
1578
+ "item:products:Product": {
1579
+ "label": "Coffees",
1580
+ "description": "Roasted coffees and shop items, with prices."
1581
+ },
1582
+ "item:products:Product:ingredients": {
1583
+ "label": "Green coffee",
1584
+ "description": "Green coffee and packaging, by the bag, with costs."
1585
+ },
1586
+ "item:inventory:StockLevel": {
1587
+ "label": "Stock",
1588
+ "description": "Roasted and green coffee on hand today."
1589
+ },
1590
+ "item:commerce:ProductionOrder": {
1591
+ "label": "Roast batches",
1592
+ "description": "What you plan to roast, with the amounts and the day."
1593
+ },
1594
+ "item:commerce:Vendor": {
1595
+ "label": "Importers & suppliers",
1596
+ "description": "The importers and packaging suppliers you buy from."
1597
+ },
1598
+ "item:commerce:PurchaseOrder": {
1599
+ "label": "Green coffee orders",
1600
+ "description": "Green coffee you have bought and when the container lands."
1601
+ }
1602
+ },
1603
+ "sections": {
1604
+ "custom:shop": {
1605
+ "icon": "shoppingBag"
1606
+ },
1607
+ "custom:wholesale": {
1608
+ "icon": "briefcase"
1609
+ },
1610
+ "custom:roastery": {
1611
+ "icon": "package"
1612
+ },
1613
+ "custom:buying": {
1614
+ "icon": "truck"
1615
+ }
1616
+ }
1617
+ }
1618
+ }
1619
+ },
1620
+ {
1621
+ "id": "equipment-rental",
1622
+ "name": "Equipment rental",
1623
+ "icon": "forklift",
1624
+ "summary": "Rentals, quotes, the fleet and its availability, pickups and returns, and billing for a hire yard.",
1625
+ "keywords": [
1626
+ "equipment rental",
1627
+ "rental",
1628
+ "rentals",
1629
+ "hire",
1630
+ "tool hire",
1631
+ "plant hire",
1632
+ "party rental",
1633
+ "excavator",
1634
+ "scaffolding",
1635
+ "generators",
1636
+ "bike rental",
1637
+ "kayak rental",
1638
+ "fleet"
1639
+ ],
1640
+ "settings": {
1641
+ "currency": "USD",
1642
+ "paymentTerms": "Deposit on pickup, balance on return",
1643
+ "taxRate": 0.08,
1644
+ "taxRounding": "document"
1645
+ },
1646
+ "sectionDescriptions": {
1647
+ "custom:rentals": "Rentals, quotes and the customers they belong to.",
1648
+ "custom:fleet": "Equipment, availability and who you buy from.",
1649
+ "custom:schedule": "Appointments and what is on the calendar.",
1650
+ "custom:billing": "Invoices and the payments against them."
1651
+ },
1652
+ "document": {
1653
+ "$schema": "https://s-m-r-t.dev/schemas/cookbook/v1.json",
1654
+ "version": 1,
1655
+ "theme": {
1656
+ "custom": {
1657
+ "primary": "#a16207"
1658
+ }
1659
+ },
1660
+ "recipes": [
1661
+ "commerce.customers",
1662
+ "commerce.estimates",
1663
+ "commerce.invoicing",
1664
+ "commerce.leases",
1665
+ "commerce.purchases",
1666
+ "commerce.vendors",
1667
+ "events.calendar",
1668
+ "inventory.stock",
1669
+ "ledgers.bookkeeping",
1670
+ "products.simple"
1671
+ ],
1672
+ "features": [],
1673
+ "policies": [
1674
+ {
1675
+ "objectRef": "@happyvertical/smrt-commerce:Agreement",
1676
+ "fieldName": "terms",
1677
+ "scopeType": "app",
1678
+ "defaultValue": "\"Deposit on pickup, balance on return\""
1679
+ },
1680
+ {
1681
+ "objectRef": "@happyvertical/smrt-commerce:Contract",
1682
+ "fieldName": "taxRoundingScope",
1683
+ "scopeType": "app",
1684
+ "defaultValue": "\"document\""
1685
+ },
1686
+ {
1687
+ "objectRef": "@happyvertical/smrt-commerce:ContractLineItem",
1688
+ "fieldName": "taxRate",
1689
+ "scopeType": "app",
1690
+ "defaultValue": "0.08"
1691
+ },
1692
+ {
1693
+ "objectRef": "@happyvertical/smrt-commerce:Customer",
1694
+ "fieldName": "paymentTerms",
1695
+ "scopeType": "app",
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+ "item:commerce:PurchaseOrder"
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+ "item:events:EventType"
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+ "item:commerce:Estimate": "custom:rentals",
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+ "item:commerce:Customer": "custom:rentals",
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+ "item:products:Product": "custom:fleet",
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+ "item:inventory:StockLevel": "custom:fleet",
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+ "item:commerce:Vendor": "custom:fleet",
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+ "item:commerce:PurchaseOrder": "custom:fleet",
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+ "item:events:Event": "custom:schedule",
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+ "item:events:EventType": "custom:schedule",
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+ "item:commerce:Estimate": {
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+ "description": "Quotes for a hire, ready to become a rental when accepted."
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+ "item:products:Product": {
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+ "label": "Equipment",
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+ "description": "The machines and tools you hire out, with the daily rate."
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+ },
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+ "item:inventory:StockLevel": {
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+ "label": "Availability",
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+ "description": "What is in the yard, out on hire or in for service."
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+ },
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+ "item:commerce:Vendor": {
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+ "label": "Suppliers",
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+ "description": "The dealers and parts suppliers you buy from."
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+ },
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+ "item:commerce:PurchaseOrder": {
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+ "label": "Equipment & parts orders",
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+ "description": "Machines and parts you have ordered and when they arrive."
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+ },
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+ "item:events:Event": {
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+ "label": "Pickups & returns",
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+ "description": "Pickups, returns and deliveries on the calendar, by day."
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+ },
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+ "item:events:EventType": {
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+ "label": "Booking types",
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+ "description": "The kinds of booking you make, like a pickup, a return or a delivery."
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+ }
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+ },
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+ "sections": {
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+ "icon": "fileText"
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+ "icon": "receipt"
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+ }
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+ }
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+ }
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+ }
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+ },
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+ {
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+ "id": "nonprofit",
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+ "name": "Non-profit",
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+ "icon": "heart",
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+ "summary": "Members, memberships, dues and donations, events and the books for a club, society or charity.",
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+ "keywords": [
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+ "non-profit",
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+ "nonprofit",
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+ "charity",
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+ "society",
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+ "association",
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+ "members",
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+ "membership dues",
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+ "donations",
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+ "donors",
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+ "fundraiser",
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+ "volunteers",
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+ "community group"
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+ ],
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+ "paymentTerms": "Due on receipt",
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+ "taxRate": 0
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+ "custom:events": "Meetings, fundraisers and volunteer days.",
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+ "custom:giving": "Dues, pledges and the money that comes in."
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+ "scopeType": "app",
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+ "defaultValue": "\"Due on receipt\""
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+ },
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+ "objectRef": "@happyvertical/smrt-commerce:Customer",
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+ "fieldName": "creditLimit",
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+ "scopeType": "app",
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+ "visibility": "hidden"
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Customer",
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+ "fieldName": "customerType",
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+ "fieldName": "paymentTerms",
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+ "scopeType": "app",
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+ },
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+ "fieldName": "taxExempt",
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+ "scopeType": "app",
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+ "visibility": "hidden"
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Customer",
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+ "fieldName": "taxId",
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+ "scopeType": "app",
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+ "visibility": "hidden"
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Estimate",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Due on receipt\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
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+ "fieldName": "currency",
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+ "scopeType": "app",
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+ "defaultValue": "\"USD\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Invoice",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Due on receipt\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Lease",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Due on receipt\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Order",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Due on receipt\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:WholesaleOrder",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Due on receipt\""
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+ ],
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+ "custom:events",
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+ "custom:giving",
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+ "section:accounting"
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+ ],
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+ "itemOrder": {
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+ "item:commerce:Customer",
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+ "item:commerce:Agreement"
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+ ],
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+ "custom:events": [
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+ "item:events:Event",
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+ "item:events:EventSeries",
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+ "item:events:EventType"
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+ ],
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+ "custom:giving": [
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+ "item:commerce:Invoice",
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+ "item:commerce:Payment"
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+ ]
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+ },
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+ "hidden": [
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+ "item:commerce:Contract"
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+ ],
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+ "moved": {
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+ "item:commerce:Customer": "custom:members",
2012
+ "item:commerce:Agreement": "custom:members",
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+ "item:events:Event": "custom:events",
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+ "item:events:EventSeries": "custom:events",
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+ "item:events:EventType": "custom:events",
2016
+ "item:commerce:Invoice": "custom:giving",
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+ "item:commerce:Payment": "custom:giving"
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+ },
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+ {
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+ "id": "custom:members",
2022
+ "label": "Members"
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+ },
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+ {
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+ "id": "custom:events",
2026
+ "label": "Events"
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+ },
2028
+ {
2029
+ "id": "custom:giving",
2030
+ "label": "Giving"
2031
+ }
2032
+ ],
2033
+ "items": {
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+ "item:commerce:Customer": {
2035
+ "label": "Members",
2036
+ "description": "Your members and donors, with how to reach them."
2037
+ },
2038
+ "item:commerce:Agreement": {
2039
+ "label": "Memberships",
2040
+ "description": "Annual, family and student memberships, with who holds them and when they renew."
2041
+ },
2042
+ "item:events:Event": {
2043
+ "label": "Events",
2044
+ "description": "Meetings, fundraisers and volunteer days, with who is coming."
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+ },
2046
+ "item:events:EventSeries": {
2047
+ "label": "Regular meetings",
2048
+ "description": "Meetings that repeat, like the monthly meetup, set up once."
2049
+ },
2050
+ "item:events:EventType": {
2051
+ "label": "Event types",
2052
+ "description": "The kinds of event you run, like a fundraiser or a clean-up."
2053
+ },
2054
+ "item:commerce:Invoice": {
2055
+ "label": "Dues & pledges",
2056
+ "description": "Dues and pledges you have asked for and which are still owed."
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+ },
2058
+ "item:commerce:Payment": {
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+ "label": "Donations & payments",
2060
+ "description": "Money that has come in, from dues, gifts and tickets."
2061
+ }
2062
+ },
2063
+ "sections": {
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+ "custom:members": {
2065
+ "icon": "users"
2066
+ },
2067
+ "custom:events": {
2068
+ "icon": "calendar"
2069
+ },
2070
+ "custom:giving": {
2071
+ "icon": "creditCard"
2072
+ }
2073
+ }
2074
+ }
2075
+ }
2076
+ },
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+ {
2078
+ "id": "agency",
2079
+ "name": "Agency",
2080
+ "icon": "pencil",
2081
+ "summary": "Clients, proposals, retainers, projects, time, expenses and invoices for a consulting or design studio.",
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+ "keywords": [
2083
+ "agency",
2084
+ "design agency",
2085
+ "consulting",
2086
+ "consultant",
2087
+ "consultancy",
2088
+ "studio",
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+ "design studio",
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+ "freelance",
2091
+ "retainer",
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+ "proposals",
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+ "billable hours",
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+ "timesheets",
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+ "creative"
2096
+ ],
2097
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2099
+ "paymentTerms": "Net 30",
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+ "taxRate": 0
2101
+ },
2102
+ "sectionDescriptions": {
2103
+ "custom:accounts": "Clients, proposals and the contracts you hold with them.",
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+ "custom:work": "Projects, tasks, time and costs.",
2105
+ "custom:meetings": "Meetings with clients and the studio.",
2106
+ "custom:billing": "Invoices and the payments against them."
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+ },
2108
+ "document": {
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+ "$schema": "https://s-m-r-t.dev/schemas/cookbook/v1.json",
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+ "version": 1,
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+ "theme": {
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+ }
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+ },
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+ "commerce.agreements",
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+ "commerce.customers",
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+ "commerce.estimates",
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+ "commerce.invoicing",
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+ "commerce.vendors",
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+ "events.calendar",
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+ "expenses.tracking",
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+ "ledgers.bookkeeping",
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+ "projects.tracker",
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+ "timesheets.time-entries"
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+ ],
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+ "features": [],
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+ "policies": [
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Agreement",
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+ "fieldName": "terms",
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+ "scopeType": "app",
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+ "defaultValue": "\"Net 30\""
2135
+ },
2136
+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Customer",
2138
+ "fieldName": "creditLimit",
2139
+ "scopeType": "app",
2140
+ "visibility": "hidden"
2141
+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Customer",
2144
+ "fieldName": "customerType",
2145
+ "scopeType": "app",
2146
+ "visibility": "hidden"
2147
+ },
2148
+ {
2149
+ "objectRef": "@happyvertical/smrt-commerce:Customer",
2150
+ "fieldName": "paymentTerms",
2151
+ "scopeType": "app",
2152
+ "defaultValue": "\"Net 30\""
2153
+ },
2154
+ {
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2156
+ "fieldName": "terms",
2157
+ "scopeType": "app",
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+ "defaultValue": "\"Net 30\""
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+ },
2160
+ {
2161
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2162
+ "fieldName": "currency",
2163
+ "scopeType": "app",
2164
+ "defaultValue": "\"USD\""
2165
+ },
2166
+ {
2167
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2168
+ "fieldName": "terms",
2169
+ "scopeType": "app",
2170
+ "defaultValue": "\"Net 30\""
2171
+ },
2172
+ {
2173
+ "objectRef": "@happyvertical/smrt-commerce:Lease",
2174
+ "fieldName": "terms",
2175
+ "scopeType": "app",
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+ "defaultValue": "\"Net 30\""
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+ },
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+ {
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+ "objectRef": "@happyvertical/smrt-commerce:Order",
2180
+ "fieldName": "terms",
2181
+ "scopeType": "app",
2182
+ "defaultValue": "\"Net 30\""
2183
+ },
2184
+ {
2185
+ "objectRef": "@happyvertical/smrt-commerce:WholesaleOrder",
2186
+ "fieldName": "terms",
2187
+ "scopeType": "app",
2188
+ "defaultValue": "\"Net 30\""
2189
+ }
2190
+ ],
2191
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2193
+ "sectionOrder": [
2194
+ "custom:accounts",
2195
+ "custom:work",
2196
+ "custom:meetings",
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+ "custom:billing",
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+ "section:accounting"
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+ ],
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+ "custom:accounts": [
2202
+ "item:commerce:Customer",
2203
+ "item:commerce:Estimate",
2204
+ "item:commerce:Agreement"
2205
+ ],
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+ "custom:work": [
2207
+ "item:projects:Project",
2208
+ "item:projects:Issue",
2209
+ "item:timesheets:ServiceTimeEntry",
2210
+ "item:expenses:Expense"
2211
+ ],
2212
+ "custom:meetings": [
2213
+ "item:events:Event",
2214
+ "item:events:EventType"
2215
+ ],
2216
+ "custom:billing": [
2217
+ "item:commerce:Invoice",
2218
+ "item:commerce:Payment",
2219
+ "item:commerce:Vendor"
2220
+ ]
2221
+ },
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+ "hidden": [
2223
+ "item:commerce:Contract",
2224
+ "item:projects:Label",
2225
+ "item:events:EventSeries"
2226
+ ],
2227
+ "moved": {
2228
+ "item:commerce:Customer": "custom:accounts",
2229
+ "item:commerce:Estimate": "custom:accounts",
2230
+ "item:commerce:Agreement": "custom:accounts",
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+ "item:projects:Project": "custom:work",
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+ "item:projects:Issue": "custom:work",
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+ "item:timesheets:ServiceTimeEntry": "custom:work",
2234
+ "item:expenses:Expense": "custom:work",
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+ "item:events:Event": "custom:meetings",
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+ "item:events:EventType": "custom:meetings",
2237
+ "item:commerce:Invoice": "custom:billing",
2238
+ "item:commerce:Payment": "custom:billing",
2239
+ "item:commerce:Vendor": "custom:billing"
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+ },
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+ "customSections": [
2242
+ {
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+ "id": "custom:accounts",
2244
+ "label": "Clients"
2245
+ },
2246
+ {
2247
+ "id": "custom:work",
2248
+ "label": "Work"
2249
+ },
2250
+ {
2251
+ "id": "custom:meetings",
2252
+ "label": "Meetings"
2253
+ },
2254
+ {
2255
+ "id": "custom:billing",
2256
+ "label": "Billing"
2257
+ }
2258
+ ],
2259
+ "items": {
2260
+ "item:commerce:Customer": {
2261
+ "label": "Clients",
2262
+ "description": "The companies you work for, with how to reach them."
2263
+ },
2264
+ "item:commerce:Estimate": {
2265
+ "label": "Proposals",
2266
+ "description": "Proposals you have sent, ready to become a contract when accepted."
2267
+ },
2268
+ "item:commerce:Agreement": {
2269
+ "label": "Contracts",
2270
+ "description": "Retainers and statements of work, with the terms and the dates."
2271
+ },
2272
+ "item:projects:Project": {
2273
+ "label": "Projects",
2274
+ "description": "Each engagement, with what it covers and where it stands."
2275
+ },
2276
+ "item:projects:Issue": {
2277
+ "label": "Tasks",
2278
+ "description": "The work inside each project, from to-do to done."
2279
+ },
2280
+ "item:timesheets:ServiceTimeEntry": {
2281
+ "label": "Time entries",
2282
+ "description": "Hours logged by person and project, from draft to approved."
2283
+ },
2284
+ "item:expenses:Expense": {
2285
+ "label": "Expenses",
2286
+ "description": "Costs on a project, with the receipt and whether to bill them on."
2287
+ },
2288
+ "item:events:Event": {
2289
+ "label": "Meetings",
2290
+ "description": "Kickoffs, reviews and check-ins with clients, by day."
2291
+ },
2292
+ "item:events:EventType": {
2293
+ "label": "Meeting types",
2294
+ "description": "The kinds of meeting you hold, like a kickoff or a review."
2295
+ },
2296
+ "item:commerce:Vendor": {
2297
+ "label": "Suppliers",
2298
+ "description": "The printers, photographers and freelancers you buy from."
2299
+ }
2300
+ },
2301
+ "sections": {
2302
+ "custom:accounts": {
2303
+ "icon": "users"
2304
+ },
2305
+ "custom:work": {
2306
+ "icon": "briefcase"
2307
+ },
2308
+ "custom:meetings": {
2309
+ "icon": "calendar"
2310
+ },
2311
+ "custom:billing": {
2312
+ "icon": "receipt"
2313
+ }
2314
+ }
2315
+ }
2316
+ }
786
2317
  }
787
2318
  ]
788
2319
  }