@lotics/cli 0.284.0 → 0.284.1

package/docs/examples.md

@@ -0,0 +1,1682 @@
+# Worked examples
+
+Each section is one treatment, cut from a complete model of an invented business: the job, the keys to
+read, where the treatment is wrong, and the excerpt — an app the check passes with no finding, as stated;
+the `records` of every entity it draws; those entities' fields it names, by what each holds and how it is
+drawn; and the templates it makes. Left out: labels, descriptions, `required`, `unique`, `default`, a link's
+pairing, how a computed field computes, and template contents. Choosing among them: the `design` reference.
+Every key: the `model` reference, at the pages each section names under **Keys**.
+
+## Calendar
+
+**The job.** Book visits on the days they happen, and see a week's work at a glance.
+
+**Read.** `register.layout: "calendar"`; each visit stands over its span because its `records` line holds two dates (`scheduled_for`, `ends_at`).
+
+**Keys.** `model/calendar`
+
+**Not when.** Rows booked on a resource that two may not share at once — that is `lanes`. Rows with a date nobody plans by (an invoice's date) stay a table.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "service_visit",
+      "fields": [
+        {"alias": "customer", "type": "select_record_link", "target_entity": "customer", "cardinality": "one"},
+        {"alias": "scheduled_for", "type": "date", "format": "datetime"},
+        {"alias": "ends_at", "type": "date", "format": "datetime"},
+        {"alias": "engineer", "type": "select_record_link", "target_entity": "engineer", "cardinality": "one"},
+        {
+          "alias": "job",
+          "type": "select",
+          "options": [{"alias": "inspection", "color": "sky"}, {"alias": "repair", "color": "orange"}]
+        },
+        {"alias": "booked_on", "type": "date"},
+        {"alias": "parts_ready_on", "type": "date"},
+        {"alias": "arrived_on", "type": "date"},
+        {"alias": "hours", "type": "number", "format": "number", "unit": "h"},
+        {"alias": "report", "type": "text", "format": "markdown"},
+        {"alias": "completed_on", "type": "date"}
+      ]
+    }
+  ],
+  "records": {
+    "service_visit": {
+      "title": "customer",
+      "subtitle": ["scheduled_for", "ends_at"],
+      "status": {
+        "milestones": ["booked_on", {"field": "parts_ready_on", "when": {"job": ["repair"]}}, "arrived_on", "completed_on"],
+        "closed": ["completed_on"]
+      },
+      "figure": "hours",
+      "due": ["scheduled_for"]
+    }
+  },
+  "apps": [
+    {
+      "alias": "visits",
+      "name": "Service visits",
+      "description": "Engineers' visits to customers on site, booked and completed by the day.",
+      "icon": "calendar",
+      "entity": "service_visit",
+      "register": {
+        "columns": ["engineer", "job"],
+        "filters": ["customer"],
+        "sort": {"field": "scheduled_for"},
+        "layout": "calendar",
+        "create": ["customer", "job", "scheduled_for", "ends_at", "engineer"],
+        "readings": [
+          {"metric": "service_visit", "where": {"job": ["repair"]}, "label": "Repairs"},
+          {"breakdown": "service_visit", "by": "engineer", "value": "hours"}
+        ]
+      },
+      "record": {
+        "sections": [
+          {"title": "Visit", "at": ["booked_on", "parts_ready_on"], "fields": ["job"], "acts": ["reschedule"]},
+          {"title": "Report", "at": ["arrived_on"], "fields": ["engineer", "report"], "acts": ["complete"]}
+        ]
+      },
+      "acts": [
+        {
+          "alias": "complete",
+          "label": "Complete visit",
+          "requires": ["engineer"],
+          "asks": ["hours", {"input": "summary", "label": "What was done", "type": "long_text", "required": true}],
+          "set": {"report": "input:summary", "completed_on": "now"}
+        },
+        {"alias": "reschedule", "label": "Reschedule", "asks": ["scheduled_for", "ends_at"]}
+      ]
+    }
+  ]
+}
+```
+
+## Lanes
+
+**The job.** Put each service visit on an engineer's day by the hour, and see at once who is free between visits.
+
+**Read.** `register.layout: "lanes"` with `lanes` naming the one-row link to the resource (the engineer); every engineer stands as a lane, empty or not.
+
+**Keys.** `model/lanes`
+
+**Not when.** The resource is not a row of the model (a free-text room name), or rows never compete for one — a `calendar` reads them by day.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "service_visit",
+      "fields": [
+        {"alias": "customer", "type": "select_record_link", "target_entity": "customer", "cardinality": "one"},
+        {"alias": "scheduled_for", "type": "date", "format": "datetime"},
+        {"alias": "ends_at", "type": "date", "format": "datetime"},
+        {"alias": "engineer", "type": "select_record_link", "target_entity": "engineer", "cardinality": "one"},
+        {
+          "alias": "job",
+          "type": "select",
+          "options": [{"alias": "inspection", "color": "sky"}, {"alias": "repair", "color": "orange"}]
+        },
+        {"alias": "booked_on", "type": "date"},
+        {"alias": "parts_ready_on", "type": "date"},
+        {"alias": "arrived_on", "type": "date"},
+        {"alias": "hours", "type": "number", "format": "number", "unit": "h"},
+        {"alias": "completed_on", "type": "date"}
+      ]
+    },
+    {
+      "alias": "engineer",
+      "fields": [
+        {"alias": "name", "type": "text"},
+        {"alias": "base", "type": "select_record_link", "target_entity": "warehouse", "cardinality": "one"}
+      ]
+    }
+  ],
+  "records": {
+    "service_visit": {
+      "title": "customer",
+      "subtitle": ["scheduled_for", "ends_at"],
+      "status": {
+        "milestones": ["booked_on", {"field": "parts_ready_on", "when": {"job": ["repair"]}}, "arrived_on", "completed_on"],
+        "closed": ["completed_on"]
+      },
+      "figure": "hours",
+      "due": ["scheduled_for"]
+    },
+    "engineer": {"title": "name", "subtitle": ["base"], "party": "person"}
+  },
+  "apps": [
+    {
+      "alias": "dispatch",
+      "name": "Dispatch",
+      "description": "Each engineer's visits across the day, and the free time between them to book into.",
+      "icon": "wrench",
+      "entity": "service_visit",
+      "register": {
+        "columns": ["job"],
+        "search": ["customer"],
+        "layout": "lanes",
+        "lanes": "engineer",
+        "create": ["customer", "job"]
+      },
+      "record": {"door": "drawer", "sections": [{"title": "Booking", "fields": ["engineer", "job"]}]}
+    }
+  ]
+}
+```
+
+## Gantt
+
+**The job.** Read every hire as a bar from the day the machine goes out to the day it is due back, against today.
+
+**Read.** `register.layout: "gantt"` and `register.gantt.start`; with no end stated, the bar ends at the entity's first `due`.
+
+**Keys.** `model/gantt`
+
+**Not when.** Rows that last a day or less (a visit, a shift) — `calendar` or `lanes`; a plan with no dates set yet.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "phieu_thue",
+      "fields": [
+        {
+          "alias": "khach_hang",
+          "type": "select_record_link",
+          "target_entity": "khach_hang",
+          "cardinality": "one"
+        },
+        {"alias": "so_phieu", "type": "text"},
+        {
+          "alias": "trang_thai",
+          "type": "select",
+          "options": [
+            {"alias": "moi", "color": "slate"},
+            {"alias": "dang_thue", "color": "blue"},
+            {"alias": "da_tra", "color": "green"},
+            {"alias": "huy", "color": "gray"}
+          ]
+        },
+        {"alias": "phu_trach", "type": "select_member"},
+        {"alias": "ngay_giao", "type": "date"},
+        {"alias": "han_tra", "type": "date"},
+        {"alias": "ngay_tra", "type": "date"},
+        {
+          "alias": "tinh_trang_tra",
+          "type": "select",
+          "options": [
+            {"alias": "tot", "color": "green"},
+            {"alias": "tray_xuoc", "color": "amber"},
+            {"alias": "hu_hong", "color": "red"}
+          ]
+        },
+        {"alias": "so_ngay", "type": "formula"},
+        {"alias": "tong_tien", "type": "rollup"}
+      ]
+    }
+  ],
+  "records": {
+    "phieu_thue": {
+      "title": "khach_hang",
+      "subtitle": ["so_phieu"],
+      "status": {"field": "trang_thai", "closed": ["da_tra", "huy"], "history": "lich_su_phieu"},
+      "figure": "tong_tien",
+      "due": ["han_tra"]
+    }
+  },
+  "apps": [
+    {
+      "alias": "tien_do_thue",
+      "name": "Tiến độ cho thuê",
+      "description": "Mỗi phiếu thuê một thanh từ ngày giao máy đến hạn trả, đọc theo hôm nay: phiếu nào sắp đến hạn, phiếu nào quá hạn; kéo thanh để dời ngày giao hoặc gia hạn trả, và nhận máy về khi khách trả.",
+      "icon": "calendar-range",
+      "theme": {"color": "teal"},
+      "entity": "phieu_thue",
+      "register": {
+        "columns": ["phu_trach"],
+        "filters": ["phu_trach", "khach_hang"],
+        "layout": "gantt",
+        "gantt": {"start": "ngay_giao"},
+        "remove": false,
+        "create": false,
+        "readings": [
+          {"metric": "phieu_thue", "where": {"trang_thai": ["dang_thue"]}, "label": "Phiếu đang cho thuê"},
+          {
+            "metric": "phieu_thue",
+            "value": "tong_tien",
+            "where": {"trang_thai": ["dang_thue"]},
+            "label": "Tiền thuê đang chạy"
+          }
+        ]
+      },
+      "record": {
+        "sections": [
+          {"title": "Phiếu thuê", "fields": ["ngay_giao", "han_tra"]},
+          {"title": "Đang thuê", "at": ["dang_thue"], "fields": ["so_ngay", "ngay_tra"], "acts": ["nhan_tra"]}
+        ]
+      },
+      "acts": [
+        {
+          "alias": "nhan_tra",
+          "label": "Nhận máy trả",
+          "when": {"trang_thai": ["dang_thue"]},
+          "asks": ["tinh_trang_tra"],
+          "set": {"trang_thai": "da_tra", "ngay_tra": "now"},
+          "confirm": true
+        }
+      ]
+    }
+  ]
+}
+```
+
+## Roster
+
+**The job.** See who works which shift on each day of the week or the month.
+
+**Read.** `register.layout: "roster"` over the people; `register.roster` names the child whose rows fill the days — one link back and a date on its line.
+
+**Keys.** `model/roster`
+
+**Not when.** Rows that are themselves the bookings (a stay over several days) — a `calendar` or `lanes` draws them; a roster's row is what the days are filled for.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "nha_si",
+      "fields": [
+        {"alias": "ho_ten", "type": "text"},
+        {
+          "alias": "chuyen_mon",
+          "type": "select",
+          "options": [
+            {"alias": "tong_quat", "color": "blue"},
+            {"alias": "chinh_nha", "color": "purple"},
+            {"alias": "nha_chu", "color": "green"},
+            {"alias": "phuc_hinh", "color": "orange"}
+          ]
+        },
+        {"alias": "dien_thoai", "type": "text"}
+      ]
+    },
+    {
+      "alias": "lich_truc",
+      "fields": [
+        {"alias": "nha_si", "type": "select_record_link", "target_entity": "nha_si", "cardinality": "one"},
+        {
+          "alias": "ca",
+          "type": "select",
+          "options": [
+            {"alias": "sang", "color": "blue"},
+            {"alias": "chieu", "color": "purple"},
+            {"alias": "ca_ngay", "color": "green"},
+            {"alias": "nghi", "color": "gray"}
+          ]
+        },
+        {"alias": "ngay", "type": "date"},
+        {"alias": "ghe", "type": "select_record_link", "target_entity": "ghe", "cardinality": "one"}
+      ]
+    }
+  ],
+  "records": {
+    "nha_si": {"title": "ho_ten", "subtitle": ["chuyen_mon"], "party": "person"},
+    "lich_truc": {"title": "ca", "subtitle": ["ngay", "ghe"]}
+  },
+  "apps": [
+    {
+      "alias": "lich_truc",
+      "name": "Lịch trực",
+      "description": "Ai trực ca nào, ở ghế nào, trong tuần và trong tháng.",
+      "icon": "users",
+      "entity": "nha_si",
+      "register": {
+        "filters": ["chuyen_mon"],
+        "layout": "roster",
+        "roster": "lich_truc",
+        "create": ["ho_ten", "chuyen_mon", "dien_thoai"]
+      }
+    }
+  ]
+}
+```
+
+## Cards
+
+**The job.** Find an item by its picture, and count what the shelf holds.
+
+**Read.** `register.layout: "cards"` over rows whose `records.image` is a photo; `scope` keeps the app inside one warehouse at a time.
+
+**Keys.** `model/cards`, `model/records`, `model/apps`
+
+**Not when.** Rows with no picture — cards of words are a table drawn worse.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "stock_item",
+      "fields": [
+        {"alias": "name", "type": "text"},
+        {
+          "alias": "warehouse",
+          "type": "select_record_link",
+          "target_entity": "warehouse",
+          "cardinality": "one"
+        },
+        {"alias": "photo", "type": "files"},
+        {"alias": "sku", "type": "text"},
+        {
+          "alias": "category",
+          "type": "select",
+          "options": [
+            {"alias": "pumps", "color": "blue"},
+            {"alias": "valves", "color": "teal"},
+            {"alias": "seals", "color": "amber"},
+            {"alias": "motors", "color": "violet"}
+          ]
+        },
+        {"alias": "on_hand", "type": "number"},
+        {"alias": "minimum", "type": "number"},
+        {"alias": "price", "type": "number", "format": "currency", "currency": "USD"},
+        {"alias": "supplier_page", "type": "text", "format": "link"},
+        {"alias": "last_counted", "type": "date"},
+        {"alias": "counted_by", "type": "select_member"},
+        {"alias": "count_note", "type": "text"}
+      ]
+    },
+    {
+      "alias": "order_line",
+      "fields": [
+        {"alias": "item", "type": "select_record_link", "target_entity": "stock_item", "cardinality": "one"},
+        {"alias": "order", "type": "select_record_link", "target_entity": "order", "cardinality": "one"},
+        {"alias": "quantity", "type": "number"},
+        {"alias": "shipped", "type": "number"},
+        {"alias": "picked", "type": "number"},
+        {"alias": "unit_price", "type": "number", "format": "currency", "currency": "USD"},
+        {"alias": "amount", "type": "formula"},
+        {"alias": "category", "type": "lookup"}
+      ]
+    }
+  ],
+  "records": {
+    "stock_item": {
+      "title": "name",
+      "subtitle": ["sku", "category"],
+      "image": "photo",
+      "figure": "on_hand",
+      "limits": {"on_hand": 400},
+      "gates": {"on_hand": "minimum"}
+    },
+    "order_line": {
+      "title": "item",
+      "subtitle": ["order", "unit_price"],
+      "figure": "amount",
+      "limits": {"shipped": "quantity", "picked": "quantity"}
+    }
+  },
+  "apps": [
+    {
+      "alias": "stock",
+      "name": "Stock",
+      "description": "What the store holds of each item, against its shelf and its minimum.",
+      "icon": "boxes",
+      "theme": {"color": "teal"},
+      "entity": "stock_item",
+      "scope": "warehouse",
+      "register": {
+        "columns": ["price"],
+        "filters": ["on_hand"],
+        "search": ["name", "sku"],
+        "layout": "cards",
+        "create": false,
+        "export": true,
+        "readings": [{"breakdown": "stock_item", "by": "category", "value": "on_hand"}]
+      },
+      "record": {
+        "sections": [
+          {"title": "Item", "fields": ["price", "minimum", "supplier_page"]},
+          {"title": "Last count", "fields": ["last_counted", "counted_by", "count_note"], "acts": ["count"]},
+          {"title": "On order", "blocks": [{"rows": "order_line", "columns": ["quantity"]}]}
+        ]
+      },
+      "acts": [
+        {
+          "alias": "count",
+          "label": "Count stock",
+          "asks": [
+            {"input": "counted", "label": "Units on the shelf", "type": "number", "required": true},
+            {"input": "remark", "label": "Remark", "type": "long_text"}
+          ],
+          "set": {
+            "on_hand": "input:counted",
+            "last_counted": "now",
+            "counted_by": "me",
+            "count_note": "input:remark"
+          }
+        }
+      ]
+    }
+  ]
+}
+```
+
+## Party
+
+**The job.** Keep each customer account — who they are, what they ordered, what was said to them.
+
+**Read.** `records.customer.party: "organization"` and its `image` (the logo); a `timeline` of touches, a `trend` of its orders, and its papers `expect`ed by kind.
+
+**Keys.** `model/records`, `model/blocks`, `model/reading-blocks`
+
+**Not when.** A list of customers is not a job by itself: the customer is a link on the desk whose rows name it, unless the job is the account itself.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "customer",
+      "fields": [
+        {"alias": "name", "type": "text"},
+        {"alias": "logo", "type": "files"},
+        {"alias": "code", "type": "text"},
+        {
+          "alias": "tier",
+          "type": "select",
+          "options": [
+            {"alias": "key", "color": "violet"},
+            {"alias": "standard", "color": "sky"},
+            {"alias": "lapsed", "color": "gray"}
+          ]
+        },
+        {"alias": "phone", "type": "text"},
+        {"alias": "website", "type": "text", "format": "link"},
+        {"alias": "account_manager", "type": "select_member"},
+        {"alias": "credit_limit", "type": "number", "format": "currency", "currency": "USD"},
+        {"alias": "outstanding", "type": "rollup"},
+        {"alias": "over_limit", "type": "formula"},
+        {
+          "alias": "papers_needed",
+          "type": "select",
+          "options": [
+            {"alias": "credit_application", "color": "blue"},
+            {"alias": "trade_reference", "color": "violet"},
+            {"alias": "vat_certificate", "color": "teal"}
+          ],
+          "multi": true
+        },
+        {"alias": "notes", "type": "text", "format": "markdown"}
+      ]
+    },
+    {
+      "alias": "order",
+      "fields": [
+        {"alias": "customer", "type": "select_record_link", "target_entity": "customer", "cardinality": "one"},
+        {"alias": "reference", "type": "text"},
+        {
+          "alias": "stage",
+          "type": "select",
+          "options": [
+            {"alias": "draft", "color": "slate"},
+            {"alias": "confirmed", "color": "blue"},
+            {"alias": "picking", "color": "amber"},
+            {"alias": "shipped", "color": "indigo"},
+            {"alias": "delivered", "color": "green"},
+            {"alias": "cancelled", "color": "rose"}
+          ]
+        },
+        {"alias": "placed", "type": "date"},
+        {"alias": "due_date", "type": "date"},
+        {"alias": "total", "type": "rollup"},
+        {"alias": "units_ordered", "type": "rollup"},
+        {"alias": "units_shipped", "type": "rollup"},
+        {"alias": "units_picked", "type": "rollup"},
+        {"alias": "notes", "type": "text", "format": "markdown"}
+      ]
+    },
+    {
+      "alias": "customer_paper",
+      "fields": [
+        {
+          "alias": "kind",
+          "type": "select",
+          "options": [
+            {"alias": "credit_application", "color": "blue"},
+            {"alias": "trade_reference", "color": "violet"},
+            {"alias": "vat_certificate", "color": "teal"}
+          ]
+        },
+        {"alias": "customer", "type": "select_record_link", "target_entity": "customer", "cardinality": "one"},
+        {"alias": "received_on", "type": "date"},
+        {"alias": "file", "type": "files"}
+      ]
+    },
+    {
+      "alias": "touch",
+      "fields": [
+        {"alias": "said", "type": "text"},
+        {"alias": "customer", "type": "select_record_link", "target_entity": "customer", "cardinality": "one"},
+        {"alias": "by", "type": "select_member"}
+      ]
+    }
+  ],
+  "records": {
+    "customer": {
+      "title": "name",
+      "subtitle": ["tier"],
+      "image": "logo",
+      "party": "organization",
+      "figure": "outstanding",
+      "limits": {"outstanding": "credit_limit"}
+    },
+    "order": {
+      "title": "reference",
+      "subtitle": ["customer", "placed"],
+      "status": {"field": "stage", "closed": ["delivered", "cancelled"], "history": "order_stage"},
+      "figure": "total",
+      "limits": {"units_shipped": "units_ordered", "units_picked": "units_ordered"},
+      "due": ["due_date"]
+    },
+    "customer_paper": {"title": "kind", "image": "file"},
+    "touch": {"title": "said"}
+  },
+  "apps": [
+    {
+      "alias": "customers",
+      "name": "Customers",
+      "description": "Who we sell to, what they owe, and what was said.",
+      "icon": "users",
+      "theme": {"color": "violet"},
+      "entity": "customer",
+      "reads": "shared",
+      "register": {
+        "columns": ["phone", "account_manager"],
+        "filters": ["account_manager"],
+        "sort": {"field": "name"},
+        "opens": {"tier": ["key", "standard"]},
+        "create": ["name", "code", "credit_limit"],
+        "readings": [
+          {"breakdown": "customer", "by": "tier", "value": "outstanding"},
+          {"breakdown": "customer", "by": "account_manager", "value": "outstanding"}
+        ]
+      },
+      "record": {
+        "door": "drawer",
+        "sections": [
+          {"title": "Contact", "fields": ["phone", "website"]},
+          {
+            "title": "Account",
+            "fields": ["code", "account_manager", "credit_limit"],
+            "acts": ["reassign", "lapse", "reinstate"]
+          },
+          {
+            "title": "Orders",
+            "blocks": [
+              {
+                "trend": "order",
+                "over": "placed",
+                "value": "total",
+                "where": {"stage": ["confirmed", "picking", "shipped", "delivered"]},
+                "label": "Order value"
+              },
+              {
+                "rows": "order",
+                "via": "customer",
+                "title": "Open orders",
+                "columns": ["due_date"],
+                "create": false,
+                "where": {"stage": ["draft", "confirmed", "picking", "shipped"]}
+              }
+            ]
+          },
+          {
+            "title": "Account papers",
+            "blocks": [
+              {
+                "rows": "customer_paper",
+                "via": "customer",
+                "columns": ["received_on"],
+                "expect": "kind",
+                "of": "papers_needed"
+              }
+            ]
+          },
+          {"title": "Contact log", "blocks": [{"timeline": "touch", "via": "customer"}]},
+          {"title": "Notes", "blocks": [{"text": "notes"}]}
+        ]
+      },
+      "acts": [
+        {
+          "alias": "lapse",
+          "label": "Mark lapsed",
+          "when": {"tier": ["key", "standard"]},
+          "set": {"tier": "lapsed"},
+          "confirm": true
+        },
+        {
+          "alias": "reinstate",
+          "label": "Reinstate",
+          "when": {"tier": ["lapsed"]},
+          "asks": [
+            {
+              "input": "back_to",
+              "label": "Back to",
+              "type": "select",
+              "options": [
+                {"alias": "key", "label": "Key account", "color": "violet"},
+                {"alias": "standard", "label": "Standard", "color": "sky"}
+              ],
+              "required": true
+            }
+          ],
+          "set": {"tier": "input:back_to"}
+        },
+        {
+          "alias": "reassign",
+          "label": "Reassign",
+          "asks": [{"input": "to", "label": "Account manager", "type": "member", "required": true}],
+          "set": {"account_manager": "input:to"}
+        }
+      ],
+      "checks": [{"field": "over_limit"}]
+    }
+  ]
+}
+```
+
+## Case
+
+**The job.** Gather an applicant's papers into one case, make the forms it needs, and file it on time.
+
+**Read.** `expect` blocks for the papers brought (one line per kind, the missing ones empty), an act's `templates` for the forms made (ticked and made at once, kept in `into`), and `intake` reading the papers brought.
+
+**Keys.** `model/blocks`, `model/acts`
+
+**Not when.** A record that needs no papers, or one paper made once — a single `template` act.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "ho_so",
+      "fields": [
+        {
+          "alias": "khach_hang",
+          "type": "select_record_link",
+          "target_entity": "khach_hang",
+          "cardinality": "one"
+        },
+        {"alias": "du_an", "type": "select_record_link", "target_entity": "du_an", "cardinality": "one"},
+        {"alias": "ma_ho_so", "type": "autonumber"},
+        {
+          "alias": "dich_vu",
+          "type": "select",
+          "options": [{"alias": "tron_goi", "color": "blue"}, {"alias": "lam_ho_so", "color": "violet"}]
+        },
+        {
+          "alias": "doi_tuong",
+          "type": "select",
+          "options": [
+            {"alias": "thu_nhap_thap", "color": "sky"},
+            {"alias": "cong_nhan", "color": "teal"},
+            {"alias": "can_bo", "color": "indigo"},
+            {"alias": "luc_luong", "color": "green"},
+            {"alias": "ho_ngheo", "color": "amber"},
+            {"alias": "nguoi_co_cong", "color": "rose"}
+          ]
+        },
+        {
+          "alias": "tinh_trang_nha_o",
+          "type": "select",
+          "options": [{"alias": "chua_co_nha", "color": "gray"}, {"alias": "nha_chat", "color": "orange"}]
+        },
+        {"alias": "giay_chung_nhan_so", "type": "text"},
+        {"alias": "dien_tich_nha", "type": "number"},
+        {"alias": "sale", "type": "select_member"},
+        {"alias": "xu_ly", "type": "select_member"},
+        {"alias": "can_bo_sung", "type": "boolean"},
+        {"alias": "phi_dich_vu", "type": "number", "format": "currency", "currency": "VND"},
+        {
+          "alias": "loai_can",
+          "type": "select",
+          "options": [
+            {"alias": "studio", "color": "sky"},
+            {"alias": "mot_pn", "color": "blue"},
+            {"alias": "hai_pn", "color": "indigo"},
+            {"alias": "ba_pn", "color": "violet"}
+          ]
+        },
+        {"alias": "can_boc", "type": "text"},
+        {"alias": "hoa_hong_sale", "type": "number", "format": "currency", "currency": "VND"},
+        {"alias": "ngay_thu_phi", "type": "date"},
+        {"alias": "ngay_nhan_giay_to", "type": "date"},
+        {"alias": "ngay_lap_ho_so", "type": "date"},
+        {"alias": "ngay_nop_cdt", "type": "date"},
+        {"alias": "ngay_cdt_duyet", "type": "date"},
+        {"alias": "ngay_so_xd_duyet", "type": "date"},
+        {"alias": "ngay_boc_tham", "type": "date"},
+        {"alias": "ngay_ky_hdmb", "type": "date"},
+        {"alias": "ngay_ban_giao", "type": "date"},
+        {"alias": "bo_ho_so", "type": "files"},
+        {"alias": "hop_dong_mua_ban", "type": "files"},
+        {"alias": "giay_to", "type": "select_record_link", "target_entity": "giay_to", "cardinality": "many"},
+        {
+          "alias": "thanh_vien",
+          "type": "select_record_link",
+          "target_entity": "thanh_vien",
+          "cardinality": "many"
+        },
+        {
+          "alias": "phieu_thu",
+          "type": "select_record_link",
+          "target_entity": "phieu_thu",
+          "cardinality": "many"
+        },
+        {"alias": "dien_thoai", "type": "lookup"},
+        {"alias": "cccd", "type": "lookup"},
+        {"alias": "ngay_sinh", "type": "lookup"},
+        {"alias": "dia_chi", "type": "lookup"},
+        {"alias": "da_thu", "type": "rollup"},
+        {"alias": "chua_thu_phi", "type": "formula"},
+        {"alias": "con_no_phi", "type": "formula"},
+        {"alias": "vuot_thu_nhap", "type": "formula"},
+        {"alias": "da_hoan_tat", "type": "formula"}
+      ]
+    },
+    {
+      "alias": "thanh_vien",
+      "fields": [
+        {"alias": "ho_ten", "type": "text"},
+        {"alias": "ho_so", "type": "select_record_link", "target_entity": "ho_so", "cardinality": "one"},
+        {
+          "alias": "quan_he",
+          "type": "select",
+          "options": [
+            {"alias": "nguoi_dung_don", "color": "blue"},
+            {"alias": "vo_chong", "color": "violet"},
+            {"alias": "con", "color": "teal"},
+            {"alias": "bo_me", "color": "amber"},
+            {"alias": "khac", "color": "gray"}
+          ]
+        },
+        {"alias": "ngay_sinh", "type": "date"},
+        {"alias": "cccd", "type": "text"},
+        {"alias": "thu_nhap", "type": "number", "format": "currency", "currency": "VND"}
+      ]
+    },
+    {
+      "alias": "phieu_thu",
+      "fields": [
+        {
+          "alias": "khoan",
+          "type": "select",
+          "options": [
+            {"alias": "dat_coc", "color": "blue"},
+            {"alias": "tat_toan", "color": "indigo"},
+            {"alias": "phi_ho_so", "color": "violet"}
+          ]
+        },
+        {"alias": "ho_so", "type": "select_record_link", "target_entity": "ho_so", "cardinality": "one"},
+        {"alias": "so_tien", "type": "number", "format": "currency", "currency": "VND"},
+        {
+          "alias": "hinh_thuc",
+          "type": "select",
+          "options": [
+            {"alias": "tien_mat", "color": "green", "mark": {"kind": "icon", "name": "banknote"}},
+            {"alias": "chuyen_khoan", "color": "blue", "mark": {"kind": "icon", "name": "arrow-right-left"}}
+          ]
+        },
+        {
+          "alias": "trang_thai",
+          "type": "select",
+          "options": [
+            {"alias": "cho_thu", "color": "amber"},
+            {"alias": "da_thu", "color": "green"},
+            {"alias": "huy", "color": "gray"}
+          ]
+        },
+        {"alias": "ngay_thu", "type": "date"},
+        {"alias": "nguoi_thu", "type": "select_member"},
+        {"alias": "da_chot", "type": "formula"}
+      ]
+    },
+    {
+      "alias": "giay_to",
+      "fields": [
+        {
+          "alias": "loai",
+          "type": "select",
+          "options": [
+            {"alias": "don_dang_ky", "color": "blue"},
+            {"alias": "can_cuoc", "color": "sky"},
+            {"alias": "giay_doi_tuong", "color": "violet"},
+            {"alias": "xac_nhan_nha_o", "color": "teal"},
+            {"alias": "xac_nhan_thu_nhap", "color": "amber"},
+            {"alias": "hon_nhan", "color": "indigo"}
+          ]
+        },
+        {"alias": "ho_so", "type": "select_record_link", "target_entity": "ho_so", "cardinality": "one"},
+        {"alias": "ngay_nhan", "type": "date"},
+        {"alias": "can_sua", "type": "text"},
+        {"alias": "tep", "type": "files"},
+        {"alias": "phai_sua", "type": "formula"}
+      ]
+    }
+  ],
+  "records": {
+    "ho_so": {
+      "title": "khach_hang",
+      "subtitle": ["dich_vu"],
+      "status": {
+        "milestones": [
+          {"field": "ngay_thu_phi", "when": {"dich_vu": ["lam_ho_so"]}},
+          "ngay_nhan_giay_to",
+          {"field": "ngay_lap_ho_so", "when": {"dich_vu": ["tron_goi"]}},
+          {"field": "ngay_nop_cdt", "when": {"dich_vu": ["tron_goi"]}},
+          {"field": "ngay_cdt_duyet", "when": {"dich_vu": ["tron_goi"]}},
+          {"field": "ngay_so_xd_duyet", "when": {"dich_vu": ["tron_goi"]}},
+          {"field": "ngay_boc_tham", "when": {"dich_vu": ["tron_goi"]}},
+          {"field": "ngay_ky_hdmb", "when": {"dich_vu": ["tron_goi"]}},
+          {"field": "ngay_ban_giao", "when": {"dich_vu": ["lam_ho_so"]}}
+        ],
+        "closed": ["ngay_ky_hdmb", "ngay_ban_giao"]
+      },
+      "figure": "phi_dich_vu"
+    },
+    "thanh_vien": {"title": "ho_ten", "subtitle": ["quan_he", "cccd"], "party": "person", "figure": "thu_nhap"},
+    "phieu_thu": {
+      "title": "khoan",
+      "subtitle": ["hinh_thuc", "ngay_thu"],
+      "status": {"field": "trang_thai", "closed": ["da_thu", "huy"]},
+      "figure": "so_tien"
+    },
+    "giay_to": {"title": "loai", "image": "tep", "starts": {"ngay_nhan": "today"}}
+  },
+  "templates": [
+    {"alias": "don_dang_ky", "type": "html", "label": "Đơn đăng ký mua nhà ở xã hội"},
+    {"alias": "mau_02_chua_co_nha", "type": "html", "label": "Mẫu 02 — Xác nhận chưa có nhà ở"},
+    {"alias": "mau_03_nha_chat", "type": "html", "label": "Mẫu 03 — Xác nhận nhà ở dưới 15 m²/người"},
+    {"alias": "mau_05_thu_nhap", "type": "html", "label": "Mẫu 05 — Xác nhận thu nhập"},
+    {"alias": "danh_sach_nop", "type": "html", "label": "Danh sách hồ sơ nộp chủ đầu tư"}
+  ],
+  "apps": [
+    {
+      "alias": "ho_so",
+      "name": "Hồ sơ nhà ở xã hội",
+      "description": "Bàn làm hồ sơ của từng dự án: nhận giấy tờ, lập và nộp hồ sơ cho chủ đầu tư, theo từng khâu duyệt tới bốc thăm và ký hợp đồng — hoặc làm hồ sơ rồi bàn giao cho khách tự nộp.",
+      "icon": "folder-open",
+      "theme": {"color": "blue"},
+      "entity": "ho_so",
+      "scope": "du_an",
+      "register": {
+        "columns": ["xu_ly", "can_bo_sung", "doi_tuong"],
+        "filters": ["xu_ly", "can_bo_sung"],
+        "search": ["khach_hang", "ma_ho_so", "dien_thoai"],
+        "create": ["khach_hang", "dich_vu", "doi_tuong", "tinh_trang_nha_o", "loai_can", "phi_dich_vu", "sale"],
+        "export": true,
+        "readings": [
+          {"metric": "ho_so", "where": {"can_bo_sung": true}, "label": "Chờ khách bổ sung"},
+          {"metric": "ho_so", "value": "da_thu", "over": "ngay_nhan_giay_to", "label": "Phí đã thu"},
+          {"breakdown": "ho_so", "by": "doi_tuong"}
+        ]
+      },
+      "record": {
+        "sections": [
+          {
+            "title": "Người đứng đơn",
+            "fields": [
+              "ma_ho_so",
+              "dien_thoai",
+              "cccd",
+              "ngay_sinh",
+              "dia_chi",
+              "doi_tuong",
+              "tinh_trang_nha_o",
+              "sale",
+              "xu_ly",
+              "can_bo_sung"
+            ],
+            "blocks": [
+              {
+                "rows": "thanh_vien",
+                "title": "Hộ gia đình",
+                "columns": ["ngay_sinh"],
+                "create": ["ho_ten", "quan_he", "ngay_sinh", "cccd", "thu_nhap"]
+              }
+            ],
+            "acts": ["doc_giay_to", "giao_xu_ly", "chuyen_du_an"]
+          },
+          {
+            "title": "Nhà hiện có",
+            "fields": ["giay_chung_nhan_so", "dien_tich_nha"],
+            "when": {"tinh_trang_nha_o": ["nha_chat"]}
+          },
+          {
+            "title": "Phí dịch vụ",
+            "blocks": [
+              {
+                "rows": "phieu_thu",
+                "title": "Phiếu thu",
+                "columns": ["so_tien"],
+                "create": ["khoan", "so_tien", "hinh_thuc"],
+                "where": {"khoan": ["dat_coc", "tat_toan"]},
+                "expect": "khoan",
+                "when": {"dich_vu": ["tron_goi"]}
+              },
+              {
+                "rows": "phieu_thu",
+                "title": "Phiếu thu",
+                "columns": ["so_tien"],
+                "create": ["khoan", "so_tien", "hinh_thuc"],
+                "where": {"khoan": ["phi_ho_so"]},
+                "expect": "khoan",
+                "when": {"dich_vu": ["lam_ho_so"]}
+              }
+            ]
+          },
+          {
+            "title": "Giấy tờ",
+            "at": ["ngay_thu_phi"],
+            "blocks": [
+              {
+                "rows": "giay_to",
+                "title": "Giấy tờ",
+                "columns": ["ngay_nhan"],
+                "create": ["loai", "ngay_nhan", "can_sua", "tep"],
+                "expect": "loai"
+              }
+            ]
+          },
+          {
+            "title": "Bộ hồ sơ",
+            "description": "Các mẫu đơn in từ thông tin của hồ sơ.",
+            "at": ["ngay_nhan_giay_to", "ngay_lap_ho_so"],
+            "acts": ["tao_giay_to", "nop_cdt"]
+          },
+          {
+            "title": "Chủ đầu tư",
+            "description": "Hồ sơ trọn gói nộp chủ đầu tư, chờ chủ đầu tư rồi Sở Xây dựng duyệt trước ngày bốc thăm.",
+            "at": ["ngay_nop_cdt", "ngay_cdt_duyet", "ngay_so_xd_duyet"],
+            "fields": ["loai_can"],
+            "when": {"dich_vu": ["tron_goi"]}
+          },
+          {
+            "title": "Căn hộ",
+            "at": ["ngay_boc_tham"],
+            "fields": ["can_boc", "hoa_hong_sale"],
+            "blocks": [{"files": ["hop_dong_mua_ban"]}],
+            "when": {"dich_vu": ["tron_goi"]}
+          }
+        ]
+      },
+      "acts": [
+        {
+          "alias": "doc_giay_to",
+          "label": "Đọc giấy tờ",
+          "intake": "giay_to",
+          "fills": [
+            "doi_tuong",
+            "tinh_trang_nha_o",
+            "giay_chung_nhan_so",
+            "dien_tich_nha",
+            "khach_hang.ho_ten",
+            "khach_hang.cccd",
+            "khach_hang.ngay_sinh",
+            "khach_hang.dia_chi",
+            "thanh_vien"
+          ]
+        },
+        {
+          "alias": "tao_giay_to",
+          "label": "Tạo giấy tờ",
+          "templates": [
+            {"template": "don_dang_ky"},
+            {"template": "mau_02_chua_co_nha", "when": {"tinh_trang_nha_o": ["chua_co_nha"]}},
+            {"template": "mau_03_nha_chat", "when": {"tinh_trang_nha_o": ["nha_chat"]}},
+            {"template": "mau_05_thu_nhap", "when": {"doi_tuong": ["thu_nhap_thap"]}}
+          ],
+          "into": "bo_ho_so"
+        },
+        {
+          "alias": "nop_cdt",
+          "label": "Nộp chủ đầu tư",
+          "when": {"dich_vu": ["tron_goi"]},
+          "requires": ["bo_ho_so", "loai_can"],
+          "asks": ["loai_can"],
+          "set": {"ngay_nop_cdt": "now"},
+          "confirm": true
+        },
+        {
+          "alias": "giao_xu_ly",
+          "label": "Giao người xử lý",
+          "asks": [{"input": "nguoi", "label": "Người xử lý", "type": "member", "required": true}],
+          "set": {"xu_ly": "input:nguoi"}
+        },
+        {
+          "alias": "chuyen_du_an",
+          "label": "Chuyển dự án",
+          "asks": [{"input": "du_an_moi", "label": "Sang dự án", "type": "link", "entity": "du_an", "required": true}],
+          "set": {"du_an": "input:du_an_moi"},
+          "confirm": true
+        },
+        {
+          "alias": "in_danh_sach",
+          "label": "In danh sách nộp chủ đầu tư",
+          "on": "view",
+          "template": "danh_sach_nop"
+        },
+        {
+          "alias": "xac_nhan_thu",
+          "label": "Xác nhận đã thu",
+          "of": "phieu_thu",
+          "when": {"trang_thai": ["cho_thu"]},
+          "asks": ["hinh_thuc"],
+          "set": {"trang_thai": "da_thu", "ngay_thu": "now", "nguoi_thu": "me"},
+          "confirm": true
+        },
+        {
+          "alias": "huy_phieu",
+          "label": "Hủy phiếu",
+          "of": "phieu_thu",
+          "when": {"trang_thai": ["cho_thu"]},
+          "set": {"trang_thai": "huy"},
+          "danger": true
+        }
+      ],
+      "checks": [
+        {"field": "chua_thu_phi", "blocks": ["nop_cdt"]},
+        {"field": "con_no_phi"},
+        {"field": "vuot_thu_nhap"},
+        {"field": "da_hoan_tat", "blocks": ["delete", "doc_giay_to"]},
+        {"field": "da_chot", "of": "phieu_thu", "blocks": ["edit"]},
+        {"field": "phai_sua", "of": "giay_to"}
+      ]
+    }
+  ]
+}
+```
+
+## Calls
+
+**The job.** Call a lead from their record, and keep what was said as a touch on its timeline.
+
+**Read.** An act's `record` (into the `timeline` child: audio, transcript, when and who) and `fills` (the touch's fields an agent fills from the transcript).
+
+**Keys.** `model/acts`, `model/blocks`
+
+**Not when.** Calls made and logged elsewhere — a `timeline` with its own add keeps the note.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "khach_tiem_nang",
+      "fields": [
+        {"alias": "ho_ten", "type": "text"},
+        {"alias": "ten_cong_ty", "type": "text"},
+        {
+          "alias": "vai_tro",
+          "type": "select",
+          "options": [
+            {"alias": "chu_doanh_nghiep", "color": "emerald"},
+            {"alias": "ke_toan_truong", "color": "blue"},
+            {"alias": "quan_ly", "color": "teal"},
+            {"alias": "nhan_vien", "color": "sky"},
+            {"alias": "chua_ro", "color": "zinc"}
+          ]
+        },
+        {
+          "alias": "loai_hinh",
+          "type": "select",
+          "options": [
+            {"alias": "thuong_mai", "color": "blue"},
+            {"alias": "san_xuat", "color": "amber"},
+            {"alias": "dich_vu", "color": "violet"},
+            {"alias": "xay_dung", "color": "orange"},
+            {"alias": "ho_kinh_doanh", "color": "teal"},
+            {"alias": "chua_ro", "color": "zinc"}
+          ]
+        },
+        {
+          "alias": "quy_mo",
+          "type": "select",
+          "options": [
+            {"alias": "q_1_10", "color": "sky"},
+            {"alias": "q_11_50", "color": "blue"},
+            {"alias": "q_51_200", "color": "indigo"},
+            {"alias": "q_200", "color": "violet"},
+            {"alias": "chua_ro", "color": "zinc"}
+          ]
+        },
+        {"alias": "so_dien_thoai", "type": "text"},
+        {"alias": "zalo", "type": "text"},
+        {"alias": "email", "type": "text"},
+        {"alias": "trang_ca_nhan", "type": "text", "format": "link"},
+        {"alias": "anh", "type": "files"},
+        {
+          "alias": "trang_thai",
+          "type": "select",
+          "options": [
+            {"alias": "moi", "color": "gray"},
+            {"alias": "du_dieu_kien", "color": "blue"},
+            {"alias": "da_lien_he", "color": "amber"},
+            {"alias": "da_chuyen_doi", "color": "emerald"},
+            {"alias": "loai", "color": "red"}
+          ]
+        },
+        {
+          "alias": "ly_do_loai",
+          "type": "select",
+          "options": [
+            {"alias": "khong_phu_hop", "color": "orange"},
+            {"alias": "qua_nho", "color": "amber"},
+            {"alias": "chua_co_ngan_sach", "color": "yellow"},
+            {"alias": "sai_nguoi", "color": "blue"},
+            {"alias": "yeu_cau_dung", "color": "red"},
+            {"alias": "trung", "color": "zinc"}
+          ]
+        },
+        {"alias": "vi_sao_du_dieu_kien", "type": "text"},
+        {"alias": "phu_trach", "type": "select_member"},
+        {"alias": "nguon", "type": "select_record_link", "target_entity": "kenh", "cardinality": "one"},
+        {"alias": "lien_he", "type": "select_record_link", "target_entity": "lien_he", "cardinality": "one"},
+        {"alias": "cong_ty", "type": "select_record_link", "target_entity": "cong_ty", "cardinality": "one"},
+        {"alias": "ngay_chuyen_doi", "type": "date", "format": "datetime", "timezone": "Asia/Ho_Chi_Minh"},
+        {"alias": "ghi_chu", "type": "text", "format": "markdown"},
+        {"alias": "tin_hieu", "type": "select_record_link", "target_entity": "tin_hieu"},
+        {"alias": "buoc_tiep", "type": "select_record_link", "target_entity": "buoc_tiep"},
+        {"alias": "tuong_tac", "type": "select_record_link", "target_entity": "tuong_tac"},
+        {"alias": "tin_hieu_moi", "type": "lookup"},
+        {"alias": "do_nong", "type": "formula"},
+        {"alias": "han_buoc_tiep", "type": "rollup"},
+        {"alias": "khong_lien_he", "type": "formula"}
+      ]
+    },
+    {
+      "alias": "tin_hieu",
+      "fields": [
+        {"alias": "tom_tat", "type": "text"},
+        {"alias": "noi_dung", "type": "text", "format": "markdown"},
+        {"alias": "anh_chup", "type": "files"},
+        {"alias": "lien_ket", "type": "text", "format": "link"},
+        {"alias": "kenh", "type": "select_record_link", "target_entity": "kenh", "cardinality": "one"},
+        {
+          "alias": "loai",
+          "type": "select",
+          "options": [
+            {"alias": "hoi_dich_vu", "color": "emerald"},
+            {"alias": "than_phien", "color": "blue"},
+            {"alias": "tuyen_ke_toan", "color": "amber"},
+            {"alias": "moi_thanh_lap", "color": "violet"},
+            {"alias": "gioi_thieu", "color": "teal"},
+            {"alias": "danh_ba", "color": "zinc"},
+            {"alias": "nhieu", "color": "stone"}
+          ]
+        },
+        {"alias": "ngay_dang", "type": "date", "timezone": "Asia/Ho_Chi_Minh"},
+        {"alias": "ngay_xay_ra", "type": "formula"}
+      ]
+    },
+    {
+      "alias": "buoc_tiep",
+      "fields": [
+        {"alias": "vi_sao_luc_nay", "type": "text"},
+        {
+          "alias": "viec",
+          "type": "select",
+          "options": [
+            {"alias": "binh_luan", "color": "blue", "mark": {"kind": "icon", "name": "message-square"}},
+            {"alias": "nhan_facebook", "color": "violet", "mark": {"kind": "brand", "name": "facebook"}},
+            {"alias": "nhan_zalo", "color": "sky", "mark": {"kind": "brand", "name": "zalo"}},
+            {"alias": "goi_dien", "color": "teal", "mark": {"kind": "icon", "name": "phone"}},
+            {"alias": "gui_email", "color": "indigo", "mark": {"kind": "icon", "name": "mail"}},
+            {"alias": "gui_bang_gia", "color": "amber", "mark": {"kind": "icon", "name": "receipt"}}
+          ]
+        },
+        {"alias": "ban_nhap", "type": "text", "format": "markdown"},
+        {"alias": "han", "type": "date", "format": "datetime", "timezone": "Asia/Ho_Chi_Minh"},
+        {
+          "alias": "tinh_trang",
+          "type": "select",
+          "options": [
+            {"alias": "cho", "color": "blue"},
+            {"alias": "xong", "color": "emerald"},
+            {"alias": "bo_qua", "color": "zinc"}
+          ]
+        }
+      ]
+    },
+    {
+      "alias": "tuong_tac",
+      "fields": [
+        {"alias": "tom_tat", "type": "text"},
+        {"alias": "thoi_diem", "type": "date", "format": "datetime", "timezone": "Asia/Ho_Chi_Minh"},
+        {
+          "alias": "qua",
+          "type": "select",
+          "options": [
+            {"alias": "goi_dien", "color": "teal", "mark": {"kind": "icon", "name": "phone"}},
+            {"alias": "zalo", "color": "sky", "mark": {"kind": "brand", "name": "zalo"}},
+            {"alias": "facebook", "color": "blue", "mark": {"kind": "brand", "name": "facebook"}},
+            {"alias": "email", "color": "indigo", "mark": {"kind": "icon", "name": "mail"}},
+            {"alias": "gap_truc_tiep", "color": "emerald", "mark": {"kind": "icon", "name": "users"}},
+            {"alias": "khac", "color": "zinc", "mark": {"kind": "icon", "name": "ellipsis"}}
+          ]
+        },
+        {
+          "alias": "phan_hoi",
+          "type": "select",
+          "options": [
+            {"alias": "dang_cho", "color": "blue"},
+            {"alias": "da_tra_loi", "color": "green"},
+            {"alias": "quan_tam", "color": "amber"},
+            {"alias": "khong_phu_hop", "color": "red"},
+            {"alias": "khong_phan_hoi", "color": "zinc"},
+            {"alias": "sai_so", "color": "stone"}
+          ]
+        },
+        {"alias": "ghi_am", "type": "files"},
+        {"alias": "nguyen_van", "type": "text", "format": "markdown"},
+        {"alias": "hen_lai", "type": "date", "timezone": "Asia/Ho_Chi_Minh"},
+        {"alias": "nguoi_thuc_hien", "type": "select_member"}
+      ]
+    }
+  ],
+  "records": {
+    "khach_tiem_nang": {
+      "title": "ho_ten",
+      "subtitle": ["ten_cong_ty"],
+      "image": "anh",
+      "party": "person",
+      "status": {"field": "trang_thai", "closed": ["da_chuyen_doi", "loai"], "history": "lich_su_trang_thai"},
+      "due": ["han_buoc_tiep"]
+    },
+    "tin_hieu": {"title": "tom_tat", "subtitle": ["kenh", "ngay_xay_ra"], "image": "anh_chup"},
+    "buoc_tiep": {
+      "title": "vi_sao_luc_nay",
+      "subtitle": ["viec"],
+      "status": {"field": "tinh_trang", "closed": ["xong", "bo_qua"]},
+      "due": ["han"]
+    },
+    "tuong_tac": {"title": "tom_tat", "subtitle": ["qua", "phan_hoi"]}
+  },
+  "apps": [
+    {
+      "alias": "khach_tiem_nang",
+      "name": "Khách tiềm năng",
+      "description": "Mọi người mình có thể bán dịch vụ, từ tín hiệu đầu tiên đến khi chuyển vào CRM: mở một khách để đọc vì sao nên gọi lúc này, liên hệ ngay, ghi lại lần chạm, xếp bước tiếp theo, và chuyển đổi khi đã có cuộc trò chuyện.",
+      "icon": "radar",
+      "theme": {"color": "violet"},
+      "entity": "khach_tiem_nang",
+      "register": {
+        "columns": ["phu_trach", "han_buoc_tiep", "tin_hieu_moi"],
+        "filters": ["phu_trach", "tin_hieu_moi"],
+        "create": ["ho_ten", "trang_ca_nhan", "so_dien_thoai", "ten_cong_ty", "nguon"],
+        "readings": [
+          {"breakdown": "khach_tiem_nang", "by": "phu_trach"},
+          {"trend": "khach_tiem_nang", "over": "ngay_chuyen_doi", "label": "Khách chuyển đổi"}
+        ]
+      },
+      "record": {
+        "sections": [
+          {
+            "title": "Đánh giá",
+            "at": ["moi"],
+            "fields": ["vai_tro", "loai_hinh", "quy_mo", "vi_sao_du_dieu_kien", "do_nong"],
+            "blocks": [
+              {
+                "rows": "tin_hieu",
+                "title": "Tín hiệu",
+                "columns": ["loai", "noi_dung"],
+                "create": ["tom_tat", "anh_chup", "loai", "noi_dung", "kenh", "lien_ket", "ngay_dang"]
+              }
+            ],
+            "acts": ["danh_gia_dat"]
+          },
+          {
+            "title": "Liên hệ",
+            "at": ["du_dieu_kien"],
+            "fields": ["so_dien_thoai", "phu_trach", "trang_ca_nhan", "zalo", "email", "ghi_chu"],
+            "blocks": [
+              {
+                "rows": "buoc_tiep",
+                "title": "Bước tiếp theo",
+                "columns": ["ban_nhap"],
+                "create": ["vi_sao_luc_nay", "viec", "han", "ban_nhap"]
+              },
+              {
+                "timeline": "tuong_tac",
+                "title": "Tương tác",
+                "create": ["tom_tat", "qua", "phan_hoi", "thoi_diem", "hen_lai"]
+              }
+            ],
+            "acts": ["ghi_cuoc_goi", "da_lien_he"]
+          },
+          {
+            "title": "Chuyển đổi",
+            "description": "Khách đã trả lời và muốn đi tiếp: chuyển đổi tạo liên hệ và công ty trong sổ khách hàng.",
+            "at": ["da_lien_he"],
+            "fields": ["nguon", "lien_he", "cong_ty"],
+            "acts": ["chuyen_doi"]
+          },
+          {
+            "title": "Loại",
+            "description": "Khách không đi tiếp: ghi lý do để lần sau không tìm lại.",
+            "at": ["loai"],
+            "fields": ["ly_do_loai"],
+            "acts": ["loai"]
+          }
+        ]
+      },
+      "acts": [
+        {
+          "alias": "danh_gia_dat",
+          "label": "Đủ điều kiện",
+          "when": {"trang_thai": ["moi"]},
+          "requires": ["vi_sao_du_dieu_kien"],
+          "set": {"trang_thai": "du_dieu_kien"}
+        },
+        {
+          "alias": "ghi_cuoc_goi",
+          "label": "Ghi âm cuộc gọi",
+          "when": {"trang_thai": ["du_dieu_kien"]},
+          "record": {
+            "into": "tuong_tac",
+            "audio": "ghi_am",
+            "transcript": "nguyen_van",
+            "at": "thoi_diem",
+            "by": "nguoi_thuc_hien"
+          },
+          "fills": ["tom_tat", "phan_hoi"]
+        },
+        {
+          "alias": "da_lien_he",
+          "label": "Đánh dấu đã liên hệ",
+          "when": {"trang_thai": ["du_dieu_kien"]},
+          "set": {"trang_thai": "da_lien_he"}
+        },
+        {
+          "alias": "chuyen_doi",
+          "label": "Chuyển đổi",
+          "when": {"trang_thai": ["da_lien_he"]},
+          "workflow": "chuyen_doi_khach",
+          "confirm": true
+        },
+        {
+          "alias": "loai",
+          "label": "Loại",
+          "when": {"trang_thai": ["moi", "du_dieu_kien", "da_lien_he"]},
+          "asks": ["ly_do_loai"],
+          "set": {"trang_thai": "loai"},
+          "danger": true
+        },
+        {
+          "alias": "lam_xong",
+          "label": "Đã làm",
+          "of": "buoc_tiep",
+          "when": {"tinh_trang": ["cho"]},
+          "set": {"tinh_trang": "xong"}
+        }
+      ],
+      "checks": [{"field": "khong_lien_he", "resolve": "da_lien_he"}]
+    }
+  ]
+}
+```
+
+## Approval
+
+**The job.** Raise a payment request, see it through approval, and read what is waiting at the top of the list.
+
+**Read.** `records.de_nghi.status` with its `history` (each move: when and who), sections staged by `at`, and `register.readings` leading with the headline number.
+
+**Keys.** `model/records`, `model/record-page`, `model/readings`
+
+**Not when.** Rows that never move — a reference list (a price list, a catalog) has no status and no headline number.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "de_nghi",
+      "fields": [
+        {"alias": "noi_dung", "type": "text"},
+        {"alias": "so_de_nghi", "type": "text"},
+        {
+          "alias": "loai",
+          "type": "select",
+          "options": [
+            {"alias": "thanh_toan_ncc", "color": "violet"},
+            {"alias": "nhan_cong", "color": "indigo"},
+            {"alias": "chi_phi_cong_truong", "color": "sky"},
+            {"alias": "tam_ung", "color": "amber"},
+            {"alias": "hoan_ung", "color": "teal"}
+          ]
+        },
+        {"alias": "du_an", "type": "select_record_link", "target_entity": "du_an", "cardinality": "one"},
+        {
+          "alias": "nha_cung_cap",
+          "type": "select_record_link",
+          "target_entity": "nha_cung_cap",
+          "cardinality": "one"
+        },
+        {"alias": "so_tien", "type": "number", "format": "currency", "currency": "VND"},
+        {"alias": "han_thanh_toan", "type": "date"},
+        {
+          "alias": "trang_thai",
+          "type": "select",
+          "options": [
+            {"alias": "nhap", "color": "slate"},
+            {"alias": "cho_duyet", "color": "amber"},
+            {"alias": "da_duyet", "color": "blue"},
+            {"alias": "da_chi", "color": "green"},
+            {"alias": "tu_choi", "color": "rose"}
+          ]
+        },
+        {"alias": "nguoi_de_nghi", "type": "select_member"},
+        {"alias": "chung_tu", "type": "files"},
+        {"alias": "nguoi_duyet", "type": "select_member"},
+        {"alias": "duyet_luc", "type": "date", "format": "datetime"},
+        {"alias": "ly_do_tu_choi", "type": "text"},
+        {"alias": "phieu_chi", "type": "files"},
+        {"alias": "ngan_sach_du_an", "type": "lookup"},
+        {"alias": "da_duyet_du_an", "type": "lookup"},
+        {"alias": "vuot_ngan_sach", "type": "formula"},
+        {"alias": "sat_ngan_sach", "type": "formula"},
+        {"alias": "da_gui", "type": "formula"}
+      ]
+    }
+  ],
+  "records": {
+    "de_nghi": {
+      "title": "noi_dung",
+      "subtitle": ["du_an"],
+      "status": {"field": "trang_thai", "closed": ["da_chi", "tu_choi"], "history": "lich_su_duyet"},
+      "figure": "so_tien",
+      "limits": {"da_duyet_du_an": "ngan_sach_du_an"},
+      "due": ["han_thanh_toan"],
+      "starts": {"nguoi_de_nghi": "me"}
+    }
+  },
+  "apps": [
+    {
+      "alias": "de_nghi_chi",
+      "name": "Đề nghị thanh toán",
+      "description": "Chỉ huy trưởng lập đề nghị chi cho dự án của mình, kèm chứng từ, rồi gửi giám đốc duyệt.",
+      "icon": "hand-coins",
+      "theme": {"color": "amber"},
+      "entity": "de_nghi",
+      "register": {
+        "columns": ["nguoi_de_nghi"],
+        "filters": ["nguoi_de_nghi", "du_an"],
+        "create": ["noi_dung", "loai", "du_an", "nha_cung_cap", "so_tien", "han_thanh_toan", "nguoi_de_nghi"],
+        "readings": [
+          {
+            "metric": "de_nghi",
+            "value": "so_tien",
+            "where": {"trang_thai": ["da_duyet"]},
+            "label": "Đã duyệt, chờ chi"
+          },
+          {"trend": "de_nghi", "over": "han_thanh_toan", "value": "so_tien"}
+        ]
+      },
+      "record": {
+        "door": "drawer",
+        "sections": [
+          {
+            "title": "Đề nghị",
+            "at": ["nhap"],
+            "fields": ["so_de_nghi", "loai", "nha_cung_cap", "han_thanh_toan", "nguoi_de_nghi"],
+            "blocks": [{"files": ["chung_tu"], "title": "Chứng từ kèm"}],
+            "acts": ["gui_duyet"]
+          },
+          {
+            "title": "Duyệt",
+            "at": ["cho_duyet"],
+            "fields": ["nguoi_duyet", "duyet_luc", "ly_do_tu_choi"],
+            "acts": ["rut_lai"]
+          },
+          {"title": "Đã chi", "at": ["da_chi"], "blocks": [{"files": ["phieu_chi"], "title": "Phiếu chi"}]}
+        ]
+      },
+      "acts": [
+        {
+          "alias": "gui_duyet",
+          "label": "Gửi duyệt",
+          "when": {"trang_thai": ["nhap"]},
+          "requires": ["chung_tu", "nguoi_de_nghi"],
+          "set": {"trang_thai": "cho_duyet"}
+        },
+        {
+          "alias": "rut_lai",
+          "label": "Rút lại",
+          "when": {"trang_thai": ["cho_duyet"]},
+          "set": {"trang_thai": "nhap"},
+          "confirm": true
+        }
+      ],
+      "checks": [{"field": "da_gui", "blocks": ["edit"]}, {"field": "vuot_ngan_sach"}, {"field": "sat_ngan_sach"}]
+    }
+  ]
+}
+```
+
+## Dashboard
+
+**The job.** The owner's question — what came in, what went out, where it went, and what is still unmatched — answered over one period.
+
+**Read.** `dashboard`: `metric`s with `over` (the period windows them), a `trend`, `breakdown`s, and a `list` of rows to act on opening in their app.
+
+**Keys.** `model/dashboards`, `model/readings`
+
+**Not when.** One job's headline numbers — those lead that job's register as its `readings`.
+
+```json
+{
+  "entities": [
+    {
+      "alias": "giao_dich",
+      "fields": [
+        {"alias": "noi_dung", "type": "text"},
+        {"alias": "ngay", "type": "date"},
+        {
+          "alias": "loai",
+          "type": "select",
+          "options": [{"alias": "thu", "color": "green"}, {"alias": "chi", "color": "rose"}]
+        },
+        {"alias": "so_tien", "type": "number", "format": "currency", "currency": "VND"},
+        {"alias": "bien_dong", "type": "formula"},
+        {
+          "alias": "doi_tuong",
+          "type": "select_record_link",
+          "target_entity": "doi_tuong",
+          "cardinality": "one"
+        },
+        {
+          "alias": "danh_muc",
+          "type": "select",
+          "options": [
+            {"alias": "doanh_thu", "color": "green"},
+            {"alias": "hang_hoa", "color": "blue"},
+            {"alias": "van_chuyen", "color": "indigo"},
+            {"alias": "nhan_su", "color": "violet"},
+            {"alias": "van_phong", "color": "sky"},
+            {"alias": "thue_phi", "color": "slate"},
+            {"alias": "ngan_hang", "color": "teal"},
+            {"alias": "khac", "color": "gray"}
+          ]
+        },
+        {"alias": "sao_ke", "type": "select_record_link", "target_entity": "sao_ke", "cardinality": "one"},
+        {
+          "alias": "trang_thai",
+          "type": "select",
+          "options": [
+            {"alias": "chua_khop", "color": "amber"},
+            {"alias": "da_khop", "color": "green"},
+            {"alias": "khong_can_hd", "color": "slate"}
+          ]
+        }
+      ]
+    }
+  ],
+  "records": {
+    "giao_dich": {
+      "title": "noi_dung",
+      "subtitle": ["ngay"],
+      "status": {"field": "trang_thai", "closed": ["da_khop", "khong_can_hd"], "history": "lich_su_khop"},
+      "figure": "bien_dong"
+    }
+  },
+  "apps": [
+    {
+      "alias": "dong_tien",
+      "name": "Dòng tiền",
+      "description": "Giám đốc xem trong kỳ: tiền vào, tiền ra, dòng tiền ròng qua các kỳ, chi vào đâu, thu từ ai, và những dòng sao kê còn chưa khớp.",
+      "icon": "chart-line",
+      "theme": {"color": "emerald"},
+      "dashboard": [
+        {
+          "metric": "giao_dich",
+          "value": "so_tien",
+          "where": {"loai": ["thu"]},
+          "over": "ngay",
+          "label": "Tiền vào"
+        },
+        {
+          "metric": "giao_dich",
+          "value": "so_tien",
+          "where": {"loai": ["chi"]},
+          "over": "ngay",
+          "better": "down",
+          "label": "Tiền ra"
+        },
+        {"trend": "giao_dich", "over": "ngay", "value": "bien_dong", "label": "Dòng tiền ròng"},
+        {
+          "breakdown": "giao_dich",
+          "by": "danh_muc",
+          "value": "so_tien",
+          "where": {"loai": ["chi"]},
+          "over": "ngay",
+          "label": "Chi theo danh mục"
+        },
+        {
+          "breakdown": "giao_dich",
+          "by": "doi_tuong",
+          "value": "so_tien",
+          "where": {"loai": ["thu"]},
+          "over": "ngay",
+          "label": "Thu theo khách hàng"
+        },
+        {
+          "list": "giao_dich",
+          "where": {"trang_thai": ["chua_khop"]},
+          "columns": ["sao_ke"],
+          "app": "doi_chieu",
+          "label": "Dòng chưa khớp"
+        }
+      ]
+    }
+  ]
+}
+```