@happyvertical/smrt-sales 0.57.33 → 0.57.35

package/dist/manifest.json

@@ -2,7 +2,7 @@
   "version": "1.0.0",
   "timestamp": 0,
   "packageName": "@happyvertical/smrt-sales",
-  "packageVersion": "0.57.33",
+  "packageVersion": "0.57.35",
   "objects": {
     "@happyvertical/smrt-sales:AgreementCollection": {
       "name": "agreementcollection",
@@ -5270,7 +5270,9 @@
           "type": "foreignKey",
           "required": true,
           "related": "Earner",
+          "description": "The affiliate who earned this commission.",
           "_meta": {
+            "description": "The affiliate who earned this commission.",
             "required": true
           }
         },
@@ -5332,17 +5334,29 @@
         "amountCents": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "How much was earned, in the smallest unit of the currency.",
+          "_meta": {
+            "description": "How much was earned, in the smallest unit of the currency."
+          }
         },
         "currency": {
           "type": "text",
           "required": false,
-          "default": "USD"
+          "default": "USD",
+          "description": "The currency the commission is paid in.",
+          "_meta": {
+            "description": "The currency the commission is paid in."
+          }
         },
         "status": {
           "type": "text",
           "required": false,
-          "default": "pending"
+          "default": "pending",
+          "description": "Where the commission stands, from pending to paid.",
+          "_meta": {
+            "description": "Where the commission stands, from pending to paid."
+          }
         },
         "clearingEndsAt": {
           "type": "datetime",
@@ -5388,8 +5402,10 @@
           "type": "text",
           "required": true,
           "default": "",
+          "description": "A reference that stops the same commission being recorded twice.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "A reference that stops the same commission being recorded twice."
           }
         },
         "metadata": {
@@ -6340,7 +6356,9 @@
           "type": "foreignKey",
           "required": true,
           "related": "Earner",
+          "description": "The affiliate being paid.",
           "_meta": {
+            "description": "The affiliate being paid.",
             "required": true
           }
         },
@@ -6365,12 +6383,20 @@
         "totalAmountCents": {
           "type": "integer",
           "required": false,
-          "default": 0
+          "default": 0,
+          "description": "The total being paid, in the smallest unit of the currency.",
+          "_meta": {
+            "description": "The total being paid, in the smallest unit of the currency."
+          }
         },
         "currency": {
           "type": "text",
           "required": false,
-          "default": "USD"
+          "default": "USD",
+          "description": "The currency of the payment.",
+          "_meta": {
+            "description": "The currency of the payment."
+          }
         },
         "payoutMethod": {
           "type": "text",
@@ -6385,7 +6411,11 @@
         "status": {
           "type": "text",
           "required": false,
-          "default": "pending"
+          "default": "pending",
+          "description": "Whether the payment is waiting, being sent, completed or failed.",
+          "_meta": {
+            "description": "Whether the payment is waiting, being sent, completed or failed."
+          }
         },
         "paymentReference": {
           "type": "text",
@@ -6399,7 +6429,11 @@
         },
         "paidAt": {
           "type": "datetime",
-          "required": false
+          "required": false,
+          "description": "When the payment went out.",
+          "_meta": {
+            "description": "When the payment went out."
+          }
         },
         "invoiceId": {
           "type": "crossPackageRef",
@@ -6415,8 +6449,10 @@
           "type": "text",
           "required": true,
           "default": "",
+          "description": "A reference that stops the same payout being made twice.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "A reference that stops the same payout being made twice."
           }
         },
         "sourceKind": {
@@ -7339,12 +7375,20 @@
         "displayName": {
           "type": "text",
           "required": false,
-          "default": ""
+          "default": "",
+          "description": "The name this payee is paid under.",
+          "_meta": {
+            "description": "The name this payee is paid under."
+          }
         },
         "status": {
           "type": "text",
           "required": false,
-          "default": "pending"
+          "default": "pending",
+          "description": "Whether this payee can be paid.",
+          "_meta": {
+            "description": "Whether this payee can be paid."
+          }
         },
         "payoutMethod": {
           "type": "text",
@@ -15284,7 +15328,9 @@
           "type": "foreignKey",
           "required": true,
           "related": "Referrer",
+          "description": "The affiliate who sent this person.",
           "_meta": {
+            "description": "The affiliate who sent this person.",
             "required": true
           }
         },
@@ -15292,7 +15338,9 @@
           "type": "foreignKey",
           "required": true,
           "related": "ReferralProgram",
+          "description": "The program this referral counts towards.",
           "_meta": {
+            "description": "The program this referral counts towards.",
             "required": true
           }
         },
@@ -15309,7 +15357,11 @@
         "status": {
           "type": "text",
           "required": false,
-          "default": "pending"
+          "default": "pending",
+          "description": "Whether the referral is waiting, has led to a sale or has lapsed.",
+          "_meta": {
+            "description": "Whether the referral is waiting, has led to a sale or has lapsed."
+          }
         },
         "targetKind": {
           "type": "text",
@@ -16716,19 +16768,29 @@
           "type": "text",
           "required": true,
           "default": "",
+          "description": "A short name for the program, used in links and reports.",
           "_meta": {
-            "required": true
+            "required": true,
+            "description": "A short name for the program, used in links and reports."
           }
         },
         "name": {
           "type": "text",
           "required": false,
-          "default": ""
+          "default": "",
+          "description": "What you call this program.",
+          "_meta": {
+            "description": "What you call this program."
+          }
         },
         "status": {
           "type": "text",
           "required": false,
-          "default": "draft"
+          "default": "draft",
+          "description": "Whether the program is in draft, running or finished.",
+          "_meta": {
+            "description": "Whether the program is in draft, running or finished."
+          }
         },
         "defaultCommissionPlanKey": {
           "type": "text",
@@ -17578,12 +17640,20 @@
         "displayName": {
           "type": "text",
           "required": false,
-          "default": ""
+          "default": "",
+          "description": "The name you know this affiliate by.",
+          "_meta": {
+            "description": "The name you know this affiliate by."
+          }
         },
         "status": {
           "type": "text",
           "required": false,
-          "default": "pending"
+          "default": "pending",
+          "description": "Whether this affiliate is approved to send you referrals.",
+          "_meta": {
+            "description": "Whether this affiliate is approved to send you referrals."
+          }
         },
         "metadata": {
           "type": "text",
@@ -17780,6 +17850,389 @@
   },
   "moduleType": "smrt",
   "recipes": [
+    {
+      "id": "affiliates.referrals",
+      "className": "AffiliatesReferralsRecipe",
+      "label": "Affiliates",
+      "summary": "Reward partners for the customers they send you, and pay them what they earn.",
+      "synonyms": [
+        "referrals",
+        "referral program",
+        "partners",
+        "commissions",
+        "payouts",
+        "refer a friend"
+      ],
+      "models": [
+        "@happyvertical/smrt-sales:Referrer",
+        "@happyvertical/smrt-sales:ReferralProgram",
+        "@happyvertical/smrt-sales:Referral",
+        "@happyvertical/smrt-sales:Earner",
+        "@happyvertical/smrt-sales:Commission",
+        "@happyvertical/smrt-sales:CommissionPayout"
+      ],
+      "nav": [
+        {
+          "label": "Affiliates",
+          "model": "@happyvertical/smrt-sales:Referrer",
+          "icon": "users",
+          "description": "The partners and customers who send people your way.",
+          "noun": "affiliate"
+        },
+        {
+          "label": "Programs",
+          "model": "@happyvertical/smrt-sales:ReferralProgram",
+          "icon": "layers",
+          "description": "The offers that decide what a referral earns.",
+          "noun": "program"
+        },
+        {
+          "label": "Referrals",
+          "model": "@happyvertical/smrt-sales:Referral",
+          "icon": "repeat",
+          "description": "Each person sent to you, and whether it led to a sale."
+        },
+        {
+          "label": "Commissions",
+          "model": "@happyvertical/smrt-sales:Commission",
+          "icon": "receipt",
+          "description": "What each affiliate has earned and where it stands."
+        },
+        {
+          "label": "Payouts",
+          "model": "@happyvertical/smrt-sales:CommissionPayout",
+          "icon": "bank",
+          "description": "Payments made to affiliates for what they earned."
+        }
+      ],
+      "requires": [],
+      "section": {
+        "id": "grow",
+        "label": "Grow",
+        "icon": "tag",
+        "description": "Bring in new customers and reward the people who help."
+      },
+      "options": {
+        "@happyvertical/smrt-sales:Referrer": {
+          "fields": {
+            "displayName": {
+              "label": "Name",
+              "order": 1
+            },
+            "status": {
+              "order": 2
+            },
+            "profileId": {
+              "label": "Person",
+              "visibility": "advanced"
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            },
+            "earnerId": {
+              "label": "Payee",
+              "visibility": "advanced"
+            },
+            "metadata": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-sales:ReferralProgram": {
+          "fields": {
+            "name": {
+              "order": 1
+            },
+            "key": {
+              "label": "Short name",
+              "order": 2
+            },
+            "status": {
+              "order": 3
+            },
+            "defaultCommissionPlanKey": {
+              "visibility": "advanced"
+            },
+            "defaultAttributionPolicyKey": {
+              "visibility": "advanced"
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            },
+            "metadata": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-sales:Referral": {
+          "fields": {
+            "referrerId": {
+              "label": "Affiliate",
+              "order": 1
+            },
+            "programId": {
+              "label": "Program",
+              "order": 2
+            },
+            "status": {
+              "order": 3
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            },
+            "policyKey": {
+              "visibility": "hidden"
+            },
+            "policyVersion": {
+              "visibility": "hidden"
+            },
+            "targetKind": {
+              "visibility": "advanced"
+            },
+            "targetId": {
+              "visibility": "advanced"
+            },
+            "creditFraction": {
+              "visibility": "advanced"
+            },
+            "splitGroupId": {
+              "visibility": "hidden"
+            },
+            "primaryTouchId": {
+              "visibility": "hidden"
+            },
+            "attributedAt": {
+              "visibility": "advanced"
+            },
+            "qualifiedAt": {
+              "visibility": "advanced"
+            },
+            "expiresAt": {
+              "visibility": "advanced"
+            },
+            "snapshotId": {
+              "visibility": "hidden"
+            },
+            "metadata": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-sales:Earner": {
+          "fields": {
+            "displayName": {
+              "label": "Name",
+              "order": 1
+            },
+            "status": {
+              "order": 2
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            },
+            "kind": {
+              "visibility": "advanced"
+            },
+            "profileId": {
+              "visibility": "advanced"
+            },
+            "payoutMethod": {
+              "visibility": "advanced"
+            },
+            "payoutDestination": {
+              "visibility": "advanced"
+            },
+            "payoutThresholdCents": {
+              "visibility": "advanced"
+            },
+            "payoutScheduleKey": {
+              "visibility": "advanced"
+            },
+            "currency": {
+              "visibility": "advanced"
+            },
+            "metadata": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-sales:Commission": {
+          "fields": {
+            "earnerId": {
+              "label": "Affiliate",
+              "order": 1
+            },
+            "amountCents": {
+              "label": "Amount",
+              "order": 2
+            },
+            "currency": {
+              "order": 3
+            },
+            "status": {
+              "order": 4
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            },
+            "earningEventId": {
+              "visibility": "hidden"
+            },
+            "planKey": {
+              "visibility": "advanced"
+            },
+            "planVersion": {
+              "visibility": "hidden"
+            },
+            "componentKey": {
+              "visibility": "hidden"
+            },
+            "termsSnapshotKind": {
+              "visibility": "hidden"
+            },
+            "termsSnapshotId": {
+              "visibility": "hidden"
+            },
+            "basis": {
+              "visibility": "advanced"
+            },
+            "baseAmountCents": {
+              "visibility": "advanced"
+            },
+            "rate": {
+              "visibility": "advanced"
+            },
+            "shareFraction": {
+              "visibility": "hidden"
+            },
+            "splitGroupId": {
+              "visibility": "hidden"
+            },
+            "clearingEndsAt": {
+              "visibility": "advanced"
+            },
+            "earnedAt": {
+              "visibility": "advanced"
+            },
+            "approvedAt": {
+              "visibility": "advanced"
+            },
+            "payableAt": {
+              "visibility": "advanced"
+            },
+            "paidAt": {
+              "visibility": "advanced"
+            },
+            "payoutId": {
+              "visibility": "advanced"
+            },
+            "sourceKind": {
+              "visibility": "hidden"
+            },
+            "sourceId": {
+              "visibility": "hidden"
+            },
+            "calculationTrace": {
+              "visibility": "hidden"
+            },
+            "dedupeKey": {
+              "visibility": "hidden"
+            },
+            "metadata": {
+              "visibility": "hidden"
+            }
+          }
+        },
+        "@happyvertical/smrt-sales:CommissionPayout": {
+          "fields": {
+            "earnerId": {
+              "label": "Affiliate",
+              "order": 1
+            },
+            "totalAmountCents": {
+              "label": "Total",
+              "order": 2
+            },
+            "currency": {
+              "order": 3
+            },
+            "status": {
+              "order": 4
+            },
+            "paidAt": {
+              "order": 5
+            },
+            "tenantId": {
+              "visibility": "hidden"
+            },
+            "periodStart": {
+              "visibility": "advanced"
+            },
+            "periodEnd": {
+              "visibility": "advanced"
+            },
+            "commissionTotalCents": {
+              "visibility": "advanced"
+            },
+            "adjustmentTotalCents": {
+              "visibility": "advanced"
+            },
+            "payoutMethod": {
+              "visibility": "advanced"
+            },
+            "payoutDestination": {
+              "visibility": "advanced"
+            },
+            "paymentReference": {
+              "visibility": "advanced"
+            },
+            "providerRef": {
+              "visibility": "hidden"
+            },
+            "invoiceId": {
+              "visibility": "hidden"
+            },
+            "notes": {
+              "visibility": "advanced"
+            },
+            "idempotencyKey": {
+              "visibility": "hidden"
+            },
+            "sourceKind": {
+              "visibility": "hidden"
+            },
+            "sourceId": {
+              "visibility": "hidden"
+            },
+            "metadata": {
+              "visibility": "hidden"
+            }
+          }
+        }
+      },
+      "help": {
+        "markdown": "## Overview\n\nAffiliates lets partners and customers send people your way and earn a reward\nwhen it leads to a sale. You set up a program that says what a referral earns,\nsign up the people who will refer, record each person they send, and see what\neach affiliate has earned and what has been paid out.\n\n## Tasks\n\n### Sign up an affiliate\n\n1. Open the list of affiliates and choose **New**.\n2. Type their **{field:Referrer.displayName}**.\n3. Save. They stay pending until you approve them by setting the **{field:Referrer.status}**.\n\n### Set up a program\n\n1. Open the programs and choose **New**.\n2. Give the program a **{field:ReferralProgram.name}** your affiliates will understand.\n3. Set the **{field:ReferralProgram.status}** to active when you are ready to start.\n4. Save.\n\n### Record a referral\n\n1. Open the referrals and choose **New**.\n2. Pick the **{field:Referral.referrerId}** who sent the person and the **{field:Referral.programId}** it belongs to.\n3. Save. The referral stays pending until it leads to a sale.\n\n### Check what an affiliate has earned\n\n1. Open the commissions and find the affiliate.\n2. Read the **{field:Commission.amountCents}** and the **{field:Commission.status}** of each one.\n3. A commission moves from pending to approved, then payable, then paid as it is worked through.\n\n### Check a payout\n\nPayouts are made by the commission payout service, not by hand in the app. You\ncan see what has been paid.\n\n1. Open the payouts.\n2. Read the **{field:CommissionPayout.earnerId}**, the **{field:CommissionPayout.totalAmountCents}** and the **{field:CommissionPayout.status}**.\n3. A payout is waiting, approved, being sent, then completed. It shows failed or rejected if the money did not go out.\n",
+        "fieldRefs": [
+          "Commission.amountCents",
+          "Commission.status",
+          "CommissionPayout.earnerId",
+          "CommissionPayout.status",
+          "CommissionPayout.totalAmountCents",
+          "Referral.programId",
+          "Referral.referrerId",
+          "ReferralProgram.name",
+          "ReferralProgram.status",
+          "Referrer.displayName",
+          "Referrer.status"
+        ]
+      },
+      "demo": {
+        "mode": "server",
+        "reasons": [
+          "Needs a server because its package does not build for a browser: node:crypto; and its package depends on @happyvertical/smrt-tenancy, which do not build for a browser (#3624)."
+        ]
+      }
+    },
     {
       "id": "sales.pipeline",
       "className": "SalesPipelineRecipe",

package/dist/referrals/index.d.ts

@@ -33,6 +33,7 @@ export { ReferralProgram } from './models/ReferralProgram.js';
 export { ReferralTermSnapshot } from './models/ReferralTermSnapshot.js';
 export { ReferralTouch } from './models/ReferralTouch.js';
 export { Referrer } from './models/Referrer.js';
+export { AffiliatesReferralsRecipe } from './recipes.js';
 export { type AttributionAward, type AttributionAwardResult, type AttributionRefusalReason, type AttributionResolution, AttributionService, type AttributionServiceDeps, type OverrideAttributionInput, QualifiedReferralOverrideError, type RecordManualAssignmentInput, type ResolveAttributionInput, type ResolveExceptionInput, } from './services/AttributionService.js';
 export { type ApplyExecutedReferralAgreementInput, REFERRAL_AGREEMENT_SOURCE_KIND, ReferralAgreementExecutionService, type ReferralAgreementExecutionServiceDeps, type RequestReferralAgreementSignatureInput, } from './services/ReferralAgreementExecutionService.js';
 export { type ProcessEarningEventInput, type ProcessEarningEventResult, REFERRAL_TERMS_SNAPSHOT_KIND, type ReferralCommissionOutcome, ReferralCommissionService, type ReferralCommissionServiceDeps, type ReferralProcessingSkip, type ReferralProcessingSkipReason, } from './services/ReferralCommissionService.js';

package/dist/referrals/index.d.ts.map

@@ -1 +1 @@
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package/dist/referrals/models/Referral.d.ts.map

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package/dist/referrals/models/ReferralProgram.d.ts.map

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package/dist/referrals/models/Referrer.d.ts.map

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