@pylonsync/create-pylon 0.11.1 → 0.11.3

package/templates/inventory/lib/seed.ts

@@ -1,13 +1,15 @@
 // Demo data for a brand-new stock workspace.
 //
-// An empty product list shows nothing about levels, reorder flags, or the
-// ledger. The first sign-in seeds a realistic shelf — including one line out of
-// stock and one below its reorder point — so those states are visible rather
-// than theoretical.
+// The first sign-in seeds a working shelf: three dozen products across six
+// categories and three months of ledger. Several lines end below their reorder
+// point and a few are out of stock, so those states are visible rather than
+// theoretical.
 //
-// The movements are the interesting part: each product\'s level is the sum of
-// its history, so the seed writes a plausible sequence of receipts and sales
-// rather than a starting quantity.
+// The movements are the interesting part: each product's level is the sum of
+// its history, so the seed writes a sequence of receipts, sales, returns, and
+// counts rather than a starting quantity. The sequence is generated from a
+// per-product profile with a fixed-seed generator, so it is the same on every
+// run.
 
 export interface SeedProduct {
   key: string;
@@ -17,6 +19,14 @@ export interface SeedProduct {
   cost: number;
   price: number;
   reorderPoint: number;
+  /** Units received per delivery. */
+  lot: number;
+  /** Deliveries in the last 90 days. */
+  deliveries: number;
+  /** Average units sold per week. */
+  weeklySales: number;
+  /** How the ledger should end. */
+  ending: "healthy" | "low" | "out";
 }
 
 export interface SeedMovement {
@@ -29,44 +39,165 @@ export interface SeedMovement {
 }
 
 export const SEED_PRODUCTS: SeedProduct[] = [
-  { key: "beans", sku: "CFE-001", name: "House Blend, 1kg", category: "Coffee", cost: 9.4, price: 18, reorderPoint: 12 },
-  { key: "decaf", sku: "CFE-002", name: "Decaf Single Origin, 1kg", category: "Coffee", cost: 11.2, price: 22, reorderPoint: 6 },
-  { key: "cups", sku: "PKG-010", name: "12oz Cups (sleeve of 50)", category: "Packaging", cost: 4.15, price: 0, reorderPoint: 20 },
-  { key: "lids", sku: "PKG-011", name: "12oz Lids (sleeve of 50)", category: "Packaging", cost: 2.8, price: 0, reorderPoint: 20 },
-  { key: "grinder", sku: "EQP-100", name: "Burr Grinder", category: "Equipment", cost: 148, price: 249, reorderPoint: 2 },
-  { key: "filters", sku: "PKG-020", name: "Paper Filters (box of 100)", category: "Packaging", cost: 3.5, price: 7, reorderPoint: 10 },
-];
+  { key: "beans", sku: "CFE-001", name: "House Blend, 1kg", category: "Coffee", cost: 9.4, price: 18, reorderPoint: 12, lot: 60, deliveries: 4, weeklySales: 11, ending: "healthy" },
+  { key: "decaf", sku: "CFE-002", name: "Decaf Single Origin, 1kg", category: "Coffee", cost: 11.2, price: 22, reorderPoint: 6, lot: 24, deliveries: 3, weeklySales: 6, ending: "low" },
+  { key: "espresso", sku: "CFE-003", name: "Espresso Roast, 1kg", category: "Coffee", cost: 10.1, price: 20, reorderPoint: 12, lot: 48, deliveries: 4, weeklySales: 12, ending: "healthy" },
+  { key: "ethiopia", sku: "CFE-004", name: "Ethiopia Yirgacheffe, 250g", category: "Coffee", cost: 4.6, price: 12, reorderPoint: 10, lot: 40, deliveries: 3, weeklySales: 9, ending: "healthy" },
+  { key: "colombia", sku: "CFE-005", name: "Colombia Huila, 250g", category: "Coffee", cost: 4.2, price: 11, reorderPoint: 10, lot: 40, deliveries: 3, weeklySales: 10, ending: "low" },
+  { key: "coldbrew", sku: "CFE-006", name: "Cold Brew Concentrate, 1L", category: "Coffee", cost: 5.8, price: 14, reorderPoint: 8, lot: 30, deliveries: 4, weeklySales: 8, ending: "healthy" },
+  { key: "drip-bags", sku: "CFE-007", name: "Drip Bags (box of 10)", category: "Coffee", cost: 3.9, price: 9, reorderPoint: 8, lot: 36, deliveries: 2, weeklySales: 7, ending: "out" },
+
+  { key: "breakfast", sku: "TEA-001", name: "English Breakfast, 100g", category: "Tea", cost: 2.8, price: 8, reorderPoint: 6, lot: 24, deliveries: 3, weeklySales: 4, ending: "healthy" },
+  { key: "earlgrey", sku: "TEA-002", name: "Earl Grey, 100g", category: "Tea", cost: 3.1, price: 8.5, reorderPoint: 6, lot: 24, deliveries: 2, weeklySales: 4, ending: "healthy" },
+  { key: "sencha", sku: "TEA-003", name: "Sencha, 100g", category: "Tea", cost: 4.4, price: 11, reorderPoint: 4, lot: 18, deliveries: 2, weeklySales: 3, ending: "low" },
+  { key: "chai", sku: "TEA-004", name: "Masala Chai, 100g", category: "Tea", cost: 3.3, price: 9, reorderPoint: 6, lot: 24, deliveries: 3, weeklySales: 5, ending: "healthy" },
+  { key: "peppermint", sku: "TEA-005", name: "Peppermint, 50g", category: "Tea", cost: 2.1, price: 6.5, reorderPoint: 4, lot: 20, deliveries: 2, weeklySales: 3, ending: "healthy" },
+
+  { key: "cups12", sku: "PKG-010", name: "12oz Cups (sleeve of 50)", category: "Packaging", cost: 4.15, price: 0, reorderPoint: 20, lot: 100, deliveries: 3, weeklySales: 22, ending: "healthy" },
+  { key: "lids12", sku: "PKG-011", name: "12oz Lids (sleeve of 50)", category: "Packaging", cost: 2.8, price: 0, reorderPoint: 20, lot: 100, deliveries: 2, weeklySales: 22, ending: "out" },
+  { key: "cups8", sku: "PKG-012", name: "8oz Cups (sleeve of 50)", category: "Packaging", cost: 3.6, price: 0, reorderPoint: 15, lot: 80, deliveries: 3, weeklySales: 14, ending: "healthy" },
+  { key: "lids8", sku: "PKG-013", name: "8oz Lids (sleeve of 50)", category: "Packaging", cost: 2.4, price: 0, reorderPoint: 15, lot: 80, deliveries: 3, weeklySales: 14, ending: "low" },
+  { key: "sleeves", sku: "PKG-014", name: "Cup Sleeves (box of 500)", category: "Packaging", cost: 11, price: 0, reorderPoint: 4, lot: 12, deliveries: 2, weeklySales: 2, ending: "healthy" },
+  { key: "filters", sku: "PKG-020", name: "Paper Filters (box of 100)", category: "Packaging", cost: 3.5, price: 7, reorderPoint: 10, lot: 48, deliveries: 3, weeklySales: 9, ending: "healthy" },
+  { key: "bags-1kg", sku: "PKG-021", name: "Retail Bags, 1kg (100)", category: "Packaging", cost: 18, price: 0, reorderPoint: 3, lot: 10, deliveries: 2, weeklySales: 1.5, ending: "healthy" },
+  { key: "bags-250g", sku: "PKG-022", name: "Retail Bags, 250g (200)", category: "Packaging", cost: 22, price: 0, reorderPoint: 3, lot: 10, deliveries: 2, weeklySales: 2, ending: "low" },
+  { key: "napkins", sku: "PKG-030", name: "Napkins (case of 2000)", category: "Packaging", cost: 19, price: 0, reorderPoint: 3, lot: 8, deliveries: 2, weeklySales: 1.2, ending: "healthy" },
+  { key: "stirrers", sku: "PKG-031", name: "Wooden Stirrers (box of 1000)", category: "Packaging", cost: 6.5, price: 0, reorderPoint: 4, lot: 12, deliveries: 2, weeklySales: 1.5, ending: "healthy" },
 
-export const SEED_MOVEMENTS: SeedMovement[] = [
-  // Healthy stock.
-  { product: "beans", delta: 60, reason: "received", note: "PO-4471", age: 21 },
-  { product: "beans", delta: -8, reason: "sold", age: 14 },
-  { product: "beans", delta: -11, reason: "sold", age: 7 },
-  { product: "beans", delta: -6, reason: "sold", age: 2 },
-
-  // Below its reorder point of 6 — ends at 4.
-  { product: "decaf", delta: 24, reason: "received", note: "PO-4471", age: 21 },
-  { product: "decaf", delta: -9, reason: "sold", age: 12 },
-  { product: "decaf", delta: -8, reason: "sold", age: 5 },
-  { product: "decaf", delta: -3, reason: "sold", age: 1 },
-
-  { product: "cups", delta: 100, reason: "received", age: 30 },
-  { product: "cups", delta: -34, reason: "sold", age: 10 },
-
-  // Out of stock — ends at 0.
-  { product: "lids", delta: 40, reason: "received", age: 30 },
-  { product: "lids", delta: -38, reason: "sold", age: 9 },
-  { product: "lids", delta: -2, reason: "damaged", note: "Crushed in transit", age: 4 },
-
-  { product: "grinder", delta: 6, reason: "received", note: "PO-4502", age: 40 },
-  { product: "grinder", delta: -2, reason: "sold", age: 18 },
-  { product: "grinder", delta: 1, reason: "returned", note: "Customer changed mind", age: 6 },
-
-  { product: "filters", delta: 48, reason: "received", age: 25 },
-  { product: "filters", delta: -12, reason: "sold", age: 8 },
-  { product: "filters", delta: -2, reason: "count", note: "Cycle count adjustment", age: 3 },
+  { key: "grinder", sku: "EQP-100", name: "Burr Grinder", category: "Equipment", cost: 148, price: 249, reorderPoint: 2, lot: 6, deliveries: 2, weeklySales: 0.5, ending: "healthy" },
+  { key: "kettle", sku: "EQP-101", name: "Gooseneck Kettle", category: "Equipment", cost: 42, price: 79, reorderPoint: 3, lot: 10, deliveries: 2, weeklySales: 1, ending: "healthy" },
+  { key: "v60", sku: "EQP-102", name: "Pour-over Dripper, 02", category: "Equipment", cost: 9, price: 24, reorderPoint: 5, lot: 20, deliveries: 2, weeklySales: 2.5, ending: "healthy" },
+  { key: "aeropress", sku: "EQP-103", name: "AeroPress", category: "Equipment", cost: 22, price: 39, reorderPoint: 4, lot: 12, deliveries: 2, weeklySales: 2, ending: "low" },
+  { key: "scale", sku: "EQP-104", name: "Brew Scale with Timer", category: "Equipment", cost: 31, price: 59, reorderPoint: 2, lot: 8, deliveries: 2, weeklySales: 1, ending: "healthy" },
+  { key: "frenchpress", sku: "EQP-105", name: "French Press, 1L", category: "Equipment", cost: 17, price: 34, reorderPoint: 3, lot: 10, deliveries: 1, weeklySales: 1, ending: "out" },
+  { key: "tamper", sku: "EQP-106", name: "Espresso Tamper, 58mm", category: "Equipment", cost: 19, price: 38, reorderPoint: 2, lot: 6, deliveries: 1, weeklySales: 0.5, ending: "healthy" },
+
+  { key: "mug", sku: "MRC-200", name: "Logo Mug", category: "Merch", cost: 5.5, price: 16, reorderPoint: 10, lot: 48, deliveries: 2, weeklySales: 6, ending: "healthy" },
+  { key: "tumbler", sku: "MRC-201", name: "Insulated Tumbler, 16oz", category: "Merch", cost: 12, price: 32, reorderPoint: 6, lot: 24, deliveries: 2, weeklySales: 4, ending: "low" },
+  { key: "tote", sku: "MRC-202", name: "Canvas Tote", category: "Merch", cost: 4.2, price: 14, reorderPoint: 8, lot: 36, deliveries: 1, weeklySales: 3, ending: "healthy" },
+  { key: "tee", sku: "MRC-203", name: "Logo T-shirt", category: "Merch", cost: 8, price: 28, reorderPoint: 6, lot: 30, deliveries: 1, weeklySales: 2.5, ending: "healthy" },
+  { key: "cap", sku: "MRC-204", name: "Corduroy Cap", category: "Merch", cost: 7, price: 26, reorderPoint: 4, lot: 20, deliveries: 1, weeklySales: 1.5, ending: "healthy" },
+
+  { key: "oat", sku: "DRY-300", name: "Oat Milk, 1L (case of 6)", category: "Dairy & Alternatives", cost: 11.4, price: 0, reorderPoint: 8, lot: 30, deliveries: 6, weeklySales: 14, ending: "healthy" },
+  { key: "whole", sku: "DRY-301", name: "Whole Milk, 2L (case of 4)", category: "Dairy & Alternatives", cost: 7.2, price: 0, reorderPoint: 10, lot: 40, deliveries: 8, weeklySales: 24, ending: "healthy" },
+  { key: "almond", sku: "DRY-302", name: "Almond Milk, 1L (case of 6)", category: "Dairy & Alternatives", cost: 12.6, price: 0, reorderPoint: 4, lot: 12, deliveries: 4, weeklySales: 5, ending: "low" },
+  { key: "syrup-vanilla", sku: "DRY-310", name: "Vanilla Syrup, 750ml", category: "Dairy & Alternatives", cost: 6.8, price: 0, reorderPoint: 4, lot: 12, deliveries: 3, weeklySales: 3, ending: "healthy" },
+  { key: "syrup-caramel", sku: "DRY-311", name: "Caramel Syrup, 750ml", category: "Dairy & Alternatives", cost: 6.8, price: 0, reorderPoint: 4, lot: 12, deliveries: 3, weeklySales: 3, ending: "healthy" },
 ];
 
+const LEDGER_DAYS = 90;
+
+/** Small deterministic generator so the ledger is the same on every run. */
+function generator(seed: number): () => number {
+  let state = seed >>> 0 || 1;
+  return () => {
+    state ^= state << 13;
+    state ^= state >>> 17;
+    state ^= state << 5;
+    return (state >>> 0) / 0x1_0000_0000;
+  };
+}
+
+function hash(text: string): number {
+  let h = 2166136261;
+  for (let i = 0; i < text.length; i++) {
+    h ^= text.charCodeAt(i);
+    h = Math.imul(h, 16777619);
+  }
+  return h >>> 0;
+}
+
+/**
+ * Build one product's ledger: deliveries spread over the window, sales every
+ * few days between them, and the occasional return, breakage, or count. The
+ * final sale is sized so the product ends where its profile says it should.
+ */
+function ledgerFor(product: SeedProduct, purchaseOrder: (age: number) => string): SeedMovement[] {
+  const rand = generator(hash(product.key));
+  const out: SeedMovement[] = [];
+  let onHand = 0;
+
+  const deliveryAges: number[] = [];
+  const gap = LEDGER_DAYS / product.deliveries;
+  for (let i = 0; i < product.deliveries; i++) {
+    deliveryAges.push(Math.round(LEDGER_DAYS - i * gap - rand() * gap * 0.4));
+  }
+
+  for (const age of deliveryAges) {
+    out.push({ product: product.key, delta: product.lot, reason: "received", note: purchaseOrder(age), age });
+    onHand += product.lot;
+  }
+
+  const salesPerEvent = Math.max(1, Math.round(product.weeklySales / 2));
+  const eventEvery = product.weeklySales >= 1 ? 3.5 : 7 / Math.max(product.weeklySales, 0.25);
+  const sales: SeedMovement[] = [];
+  for (let age = LEDGER_DAYS - 2; age >= 1; age -= eventEvery) {
+    const day = Math.round(age);
+    const received = out.filter((m) => m.reason === "received" && m.age >= day).reduce((sum, m) => sum + m.delta, 0);
+    const sold = sales.reduce((sum, m) => sum - m.delta, 0);
+    const available = received - sold;
+    if (available <= 0) continue;
+    const jitter = 0.6 + rand() * 0.8;
+    const qty = Math.min(available, Math.max(1, Math.round(salesPerEvent * jitter)));
+    sales.push({ product: product.key, delta: -qty, reason: "sold", age: day });
+  }
+  out.push(...sales);
+  onHand -= sales.reduce((sum, m) => sum - m.delta, 0);
+
+  if (product.price > 0 && rand() < 0.35) {
+    out.push({ product: product.key, delta: 1, reason: "returned", note: "Customer return", age: Math.round(5 + rand() * 30) });
+    onHand += 1;
+  }
+  if (rand() < 0.3 && onHand > 2) {
+    const broken = 1 + Math.round(rand());
+    out.push({ product: product.key, delta: -broken, reason: "damaged", note: rand() < 0.5 ? "Crushed in transit" : "Dropped in the stockroom", age: Math.round(3 + rand() * 40) });
+    onHand -= broken;
+  }
+  if (rand() < 0.4 && onHand > 3) {
+    const adjust = rand() < 0.5 ? -1 : 1;
+    out.push({ product: product.key, delta: adjust, reason: "count", note: "Cycle count adjustment", age: Math.round(2 + rand() * 20) });
+    onHand += adjust;
+  }
+
+  // Returns, breakage, and counts land at random dates, so a sale recorded
+  // before them may now overdraw. Walk the ledger in date order and trim any
+  // outgoing movement to what was actually on the shelf.
+  out.sort((a, b) => b.age - a.age);
+  let running = 0;
+  for (const m of out) {
+    if (running + m.delta < 0) m.delta = -running;
+    running += m.delta;
+  }
+  for (let i = out.length - 1; i >= 0; i--) if (out[i].delta === 0) out.splice(i, 1);
+  onHand = running;
+
+  const target =
+    product.ending === "out" ? 0 : product.ending === "low" ? Math.max(1, Math.floor(product.reorderPoint * 0.5)) : Math.round(product.reorderPoint * (1.6 + rand() * 1.5));
+  const diff = target - onHand;
+  if (diff < 0) {
+    out.push({ product: product.key, delta: diff, reason: "sold", age: 1 });
+  } else if (diff > 0) {
+    out.push({ product: product.key, delta: diff, reason: "received", note: purchaseOrder(1), age: 1 });
+  }
+
+  return out.sort((a, b) => b.age - a.age);
+}
+
+export const SEED_MOVEMENTS: SeedMovement[] = (() => {
+  const orders = new Map<number, string>();
+  let next = 4471;
+  const purchaseOrder = (age: number) => {
+    const week = Math.floor(age / 7);
+    let po = orders.get(week);
+    if (!po) {
+      po = `PO-${next++}`;
+      orders.set(week, po);
+    }
+    return po;
+  };
+  return SEED_PRODUCTS.flatMap((p) => ledgerFor(p, purchaseOrder));
+})();
+
 export interface ShapedSeed {
   products: Array<{ key: string; row: Record<string, unknown> }>;
   movements: Array<{ product: string; row: Record<string, unknown> }>;
@@ -76,7 +207,7 @@ export function shapeSeed(now: number = Date.now()): ShapedSeed {
   const daysAgo = (days: number) => new Date(now - days * 86_400_000).toISOString();
 
   return {
-    products: SEED_PRODUCTS.map((p) => ({
+    products: SEED_PRODUCTS.map((p, index) => ({
       key: p.key,
       row: {
         sku: p.sku,
@@ -86,7 +217,7 @@ export function shapeSeed(now: number = Date.now()): ShapedSeed {
         unitPriceCents: Math.round(p.price * 100),
         reorderPoint: p.reorderPoint,
         archived: false,
-        createdAt: daysAgo(60),
+        createdAt: daysAgo(120 - index),
       },
     })),
     movements: SEED_MOVEMENTS.map((m) => ({

package/templates/invoices/AGENTS.md

@@ -65,7 +65,7 @@ this pass before the user has to ask.
 - **`ctx.llm.stream(request, onEvent)` streams tokens as they generate** and still resolves with the full response, so `stop_reason === "tool_use"` drives an agent tool loop. Events are `text_delta` / `tool_use_start` / `tool_input_delta` / `done`. Same auth + model-allowlist gating as `ctx.llm.complete`. Streaming does NOT extend the call deadline (`PYLON_FN_CALL_TIMEOUT`, 30s default) — set `timeout: <secs>` on the def for a long run.
 - **`ctx.stream.write(text)` streams to the caller — and every fn stream is RESUMABLE**: the server buffers frames under a stream id (`streamFn`'s `onStreamId`), so a dropped connection or closed tab catches up via `resumeStream(id)`, including the final result after the handler finished. `ctx.rooms.broadcast(room, topic, data)` fans out to every CURRENTLY-CONNECTED subscriber (second device, second tab) but does not replay missed messages — use the stream id for anything that must survive a gap. Broadcast resolves `{ delivered: false }` when the room has no members — a no-op, not an error. Clients receive with `useRoomMessages(room, cb)` from `@pylonsync/react`; `useRoom` is the send side.
 - **It's `db.useQueryOne`, not `useOne`.** Validators and field types have aliases: `v.bool`/`v.boolean`, `v.float`/`v.number`.
-- **Use the supported file and scheduling APIs.** Files go through `<FileUpload>` and `/api/files/*`; there is no `ctx.files`. One-shot work uses `ctx.scheduler.runAfter`, `runAt`, or `cancel`; there is no `defineWorkflow` or `defineJob`. Recurring work uses `cron("0 * * * *", "fnName")` in `buildManifest({ crons: [...] })`, imported from `@pylonsync/sdk`. Make the target function `internal: true`. It runs with anonymous auth, but its own `ctx.db.*` calls are server-side and bypass policies. Use `ctx.auth.elevate({ admin: true, reason: "..." })`, with a mandatory reason, only when chaining another internal function through `ctx.scheduler`.
+- **Use the supported file and scheduling APIs.** Files go through `<FileUpload>` and `/api/files/*`; an upload is readable by its uploader only, so pass `visibility: "public"` to `uploadFile` or `<FileUpload>` for files every visitor sees; there is no `ctx.files`. One-shot work uses `ctx.scheduler.runAfter`, `runAt`, or `cancel`; there is no `defineWorkflow` or `defineJob`. Recurring work uses `cron("0 * * * *", "fnName")` in `buildManifest({ crons: [...] })`, imported from `@pylonsync/sdk`. Make the target function `internal: true`. It runs with anonymous auth, but its own `ctx.db.*` calls are server-side and bypass policies. Use `ctx.auth.elevate({ admin: true, reason: "..." })`, with a mandatory reason, only when chaining another internal function through `ctx.scheduler`.
 
 ## Testing
 

package/templates/invoices/lib/seed.ts

@@ -1,8 +1,8 @@
 // Demo data for a brand-new billing workspace.
 //
-// An empty invoice list shows you nothing about totals, ageing, or partial
-// payment. The first sign-in seeds a realistic book — including one invoice
-// already overdue and one part-paid — so those states are visible rather than
+// The first sign-in seeds a working book: a dozen clients and half a year of
+// invoices in every status. Several are overdue, a few are part-paid, and the
+// most recent ones are still drafts, so those states are visible rather than
 // theoretical.
 //
 // Pure data + pure shaping; `functions/seedWorkspace.ts` stays a thin wrapper.
@@ -25,7 +25,6 @@ export interface SeedLine {
 export interface SeedInvoice {
   key: string;
   client: string;
-  number: string;
   status: string;
   taxRateBps: number;
   /** Days from today; negative is in the past. */
@@ -35,93 +34,78 @@ export interface SeedInvoice {
   /** Dollars already received; 0 means nothing paid. */
   paid?: number;
   paidInDays?: number;
+  method?: string;
 }
 
 export const SEED_CLIENTS: SeedClient[] = [
-  {
-    key: "northwind",
-    name: "Northwind Logistics",
-    email: "ap@northwind.co",
-    address: "412 Dock Road\nRotterdam, NL",
-  },
-  {
-    key: "hallmark",
-    name: "Hallmark Dental",
-    email: "billing@hallmarkdental.com",
-    address: "88 Mercer Street\nAustin, TX 78701",
-  },
-  {
-    key: "riverbed",
-    name: "Riverbed Coffee",
-    email: "tom@riverbed.coffee",
-    address: "5 Mill Lane\nPortland, OR 97209",
-  },
-  {
-    key: "quarry",
-    name: "Quarry Design Co",
-    email: "ben@quarry.design",
-    address: "19 Foundry Street\nManchester, UK",
-  },
+  { key: "northwind", name: "Northwind Logistics", email: "ap@northwind.co", address: "412 Dock Road\nRotterdam, NL" },
+  { key: "hallmark", name: "Hallmark Dental", email: "billing@hallmarkdental.com", address: "88 Mercer Street\nAustin, TX 78701" },
+  { key: "riverbed", name: "Riverbed Coffee", email: "tom@riverbed.coffee", address: "5 Mill Lane\nPortland, OR 97209" },
+  { key: "quarry", name: "Quarry Design Co", email: "ben@quarry.design", address: "19 Foundry Street\nManchester, UK" },
+  { key: "larkspur", name: "Larkspur Clinics", email: "accounts@larkspurclinics.com", address: "1200 Westgate Avenue\nDenver, CO 80204" },
+  { key: "meridian", name: "Meridian Freight", email: "payables@meridianfreight.com", address: "7 Harbour Way\nSouthampton, UK" },
+  { key: "kestrel", name: "Kestrel Aviation Services", email: "finance@kestrelaviation.com", address: "Hangar 4, Field Road\nWichita, KS 67209" },
+  { key: "orchard", name: "Orchard Learning", email: "finance@orchardlearning.org", address: "30 Chapel Street\nBristol, UK" },
+  { key: "bluefin", name: "Bluefin Analytics", email: "ap@bluefin.io", address: "550 Bryant Street\nSan Francisco, CA 94107" },
+  { key: "harbor", name: "Harbor Point Hotels", email: "invoices@harborpointhotels.com", address: "2 Seaport Boulevard\nBoston, MA 02210" },
+  { key: "cobalt", name: "Cobalt Staffing", email: "accounts@cobaltstaffing.com", address: "14 King Street West\nToronto, ON M5H 1A1" },
+  { key: "vantage", name: "Vantage Solar", email: "ap@vantagesolar.com", address: "900 Solar Drive\nPhoenix, AZ 85004" },
 ];
 
+const ENGINEERING = "Senior engineering";
+const DESIGN = "Product design";
+const SUPPORT = "Support retainer";
+
 export const SEED_INVOICES: SeedInvoice[] = [
-  // Overdue: sent, past due, nothing paid.
-  {
-    key: "overdue",
-    client: "northwind",
-    number: "INV-2026-0001",
-    status: "sent",
-    taxRateBps: 0,
-    issuedInDays: -52,
-    dueInDays: -22,
-    lines: [
-      { description: "Dispatch integration — discovery", quantity: 1, unitPrice: 4800 },
-      { description: "Senior engineering", quantity: 32, unitPrice: 165 },
-    ],
-  },
-  // Part-paid: a payment against a larger balance.
-  {
-    key: "partial",
-    client: "hallmark",
-    number: "INV-2026-0002",
-    status: "sent",
-    taxRateBps: 875,
-    issuedInDays: -18,
-    dueInDays: 12,
-    lines: [
-      { description: "Patient intake portal — build", quantity: 1, unitPrice: 12_400 },
-      { description: "Training session", quantity: 2, unitPrice: 450 },
-    ],
-    paid: 5000,
-    paidInDays: -6,
-  },
-  // Settled.
-  {
-    key: "paid",
-    client: "riverbed",
-    number: "INV-2026-0003",
-    status: "paid",
-    taxRateBps: 0,
-    issuedInDays: -40,
-    dueInDays: -10,
-    lines: [{ description: "Inventory sync — monthly", quantity: 1, unitPrice: 1800 }],
-    paid: 1800,
-    paidInDays: -12,
-  },
+  // Six months ago: all settled.
+  { key: "i01", client: "kestrel", status: "paid", taxRateBps: 0, issuedInDays: -180, dueInDays: -150, lines: [{ description: "Parts inventory system, phase 1", quantity: 1, unitPrice: 18_000 }, { description: ENGINEERING, quantity: 40, unitPrice: 165 }], paid: 24_600, paidInDays: -158, method: "bank" },
+  { key: "i02", client: "cobalt", status: "paid", taxRateBps: 1300, issuedInDays: -176, dueInDays: -146, lines: [{ description: "Timesheet approvals, build", quantity: 1, unitPrice: 9_800 }], paid: 11_074, paidInDays: -140, method: "card" },
+  { key: "i03", client: "riverbed", status: "paid", taxRateBps: 0, issuedInDays: -170, dueInDays: -140, lines: [{ description: "Inventory sync, monthly", quantity: 1, unitPrice: 1_800 }], paid: 1_800, paidInDays: -138, method: "bank" },
+  { key: "i04", client: "orchard", status: "paid", taxRateBps: 2000, issuedInDays: -165, dueInDays: -135, lines: [{ description: "Enrolment forms", quantity: 1, unitPrice: 6_400 }, { description: "Training session", quantity: 1, unitPrice: 450 }], paid: 8_220, paidInDays: -130, method: "bank" },
+
+  // Five months ago.
+  { key: "i05", client: "kestrel", status: "paid", taxRateBps: 0, issuedInDays: -150, dueInDays: -120, lines: [{ description: "Parts inventory system, phase 2", quantity: 1, unitPrice: 16_500 }, { description: ENGINEERING, quantity: 24, unitPrice: 165 }], paid: 20_460, paidInDays: -118, method: "bank" },
+  { key: "i06", client: "riverbed", status: "paid", taxRateBps: 0, issuedInDays: -140, dueInDays: -110, lines: [{ description: "Inventory sync, monthly", quantity: 1, unitPrice: 1_800 }], paid: 1_800, paidInDays: -111, method: "bank" },
+  { key: "i07", client: "bluefin", status: "paid", taxRateBps: 0, issuedInDays: -138, dueInDays: -108, lines: [{ description: "Reporting discovery workshop", quantity: 2, unitPrice: 2_400 }], paid: 4_800, paidInDays: -100, method: "card" },
+  { key: "i08", client: "vantage", status: "paid", taxRateBps: 860, issuedInDays: -132, dueInDays: -102, lines: [{ description: "Site survey app, build", quantity: 1, unitPrice: 14_200 }, { description: DESIGN, quantity: 18, unitPrice: 140 }], paid: 18_149.52, paidInDays: -95, method: "bank" },
+  { key: "i09", client: "larkspur", status: "void", taxRateBps: 0, issuedInDays: -128, dueInDays: -98, lines: [{ description: "Referral tracking, phase 1", quantity: 1, unitPrice: 12_000 }] },
+
+  // Four months ago.
+  { key: "i10", client: "larkspur", status: "paid", taxRateBps: 0, issuedInDays: -126, dueInDays: -96, lines: [{ description: "Referral tracking, phase 1 (reissued)", quantity: 1, unitPrice: 12_000 }, { description: ENGINEERING, quantity: 30, unitPrice: 165 }], paid: 16_950, paidInDays: -90, method: "bank" },
+  { key: "i11", client: "riverbed", status: "paid", taxRateBps: 0, issuedInDays: -110, dueInDays: -80, lines: [{ description: "Inventory sync, monthly", quantity: 1, unitPrice: 1_800 }], paid: 1_800, paidInDays: -82, method: "bank" },
+  { key: "i12", client: "meridian", status: "paid", taxRateBps: 2000, issuedInDays: -105, dueInDays: -75, lines: [{ description: "Carrier onboarding, discovery", quantity: 1, unitPrice: 7_500 }], paid: 9_000, paidInDays: -60, method: "bank" },
+  { key: "i13", client: "harbor", status: "paid", taxRateBps: 625, issuedInDays: -100, dueInDays: -70, lines: [{ description: "Guest messaging pilot, setup", quantity: 1, unitPrice: 11_000 }, { description: "SMS credits", quantity: 5000, unitPrice: 0.04 }], paid: 11_900, paidInDays: -68, method: "bank" },
+  { key: "i14", client: "cobalt", status: "paid", taxRateBps: 1300, issuedInDays: -96, dueInDays: -66, lines: [{ description: SUPPORT, quantity: 1, unitPrice: 1_200 }], paid: 1_356, paidInDays: -64, method: "card" },
+
+  // Three months ago.
+  { key: "i15", client: "larkspur", status: "paid", taxRateBps: 0, issuedInDays: -92, dueInDays: -62, lines: [{ description: "Referral tracking, phase 2", quantity: 1, unitPrice: 9_500 }, { description: ENGINEERING, quantity: 22, unitPrice: 165 }], paid: 13_130, paidInDays: -55, method: "bank" },
+  { key: "i16", client: "riverbed", status: "paid", taxRateBps: 0, issuedInDays: -80, dueInDays: -50, lines: [{ description: "Inventory sync, monthly", quantity: 1, unitPrice: 1_800 }], paid: 1_800, paidInDays: -52, method: "bank" },
+  { key: "i17", client: "bluefin", status: "paid", taxRateBps: 0, issuedInDays: -78, dueInDays: -48, lines: [{ description: "Embedded reporting, prototype", quantity: 1, unitPrice: 8_800 }, { description: DESIGN, quantity: 12, unitPrice: 140 }], paid: 10_480, paidInDays: -40, method: "bank" },
+  { key: "i18", client: "vantage", status: "paid", taxRateBps: 860, issuedInDays: -74, dueInDays: -44, lines: [{ description: SUPPORT, quantity: 1, unitPrice: 1_500 }], paid: 1_629, paidInDays: -42, method: "card" },
+  { key: "i19", client: "harbor", status: "sent", taxRateBps: 625, issuedInDays: -70, dueInDays: -40, lines: [{ description: "Guest messaging pilot, month 1", quantity: 1, unitPrice: 4_500 }, { description: "SMS credits", quantity: 12000, unitPrice: 0.04 }] },
+
+  // Two months ago. The first overdue invoices start here.
+  { key: "i20", client: "northwind", status: "sent", taxRateBps: 0, issuedInDays: -52, dueInDays: -22, lines: [{ description: "Dispatch integration, discovery", quantity: 1, unitPrice: 4_800 }, { description: ENGINEERING, quantity: 32, unitPrice: 165 }] },
+  { key: "i21", client: "meridian", status: "sent", taxRateBps: 2000, issuedInDays: -50, dueInDays: -20, lines: [{ description: "Carrier onboarding, build sprint 1", quantity: 1, unitPrice: 14_000 }, { description: ENGINEERING, quantity: 16, unitPrice: 165 }], paid: 10_000, paidInDays: -15, method: "bank" },
+  { key: "i22", client: "riverbed", status: "sent", taxRateBps: 0, issuedInDays: -50, dueInDays: -20, lines: [{ description: "Inventory sync, monthly", quantity: 1, unitPrice: 1_800 }] },
+  { key: "i23", client: "cobalt", status: "paid", taxRateBps: 1300, issuedInDays: -48, dueInDays: -18, lines: [{ description: SUPPORT, quantity: 1, unitPrice: 1_200 }], paid: 1_356, paidInDays: -20, method: "card" },
+  { key: "i24", client: "quarry", status: "paid", taxRateBps: 2000, issuedInDays: -45, dueInDays: -15, lines: [{ description: "Client portal, discovery", quantity: 1, unitPrice: 3_200 }], paid: 3_840, paidInDays: -16, method: "bank" },
+  { key: "i25", client: "orchard", status: "sent", taxRateBps: 2000, issuedInDays: -40, dueInDays: -10, lines: [{ description: "Parent communication hub, pilot", quantity: 1, unitPrice: 7_800 }, { description: "Training session", quantity: 2, unitPrice: 450 }] },
+
+  // This month.
+  { key: "i26", client: "hallmark", status: "sent", taxRateBps: 875, issuedInDays: -18, dueInDays: 12, lines: [{ description: "Patient intake portal, build", quantity: 1, unitPrice: 12_400 }, { description: "Training session", quantity: 2, unitPrice: 450 }], paid: 5_000, paidInDays: -6, method: "bank" },
+  { key: "i27", client: "riverbed", status: "sent", taxRateBps: 0, issuedInDays: -20, dueInDays: 10, lines: [{ description: "Inventory sync, monthly", quantity: 1, unitPrice: 1_800 }] },
+  { key: "i28", client: "bluefin", status: "sent", taxRateBps: 0, issuedInDays: -14, dueInDays: 16, lines: [{ description: "Embedded reporting, sprint 1", quantity: 1, unitPrice: 12_000 }, { description: DESIGN, quantity: 20, unitPrice: 140 }] },
+  { key: "i29", client: "vantage", status: "sent", taxRateBps: 860, issuedInDays: -12, dueInDays: 18, lines: [{ description: SUPPORT, quantity: 1, unitPrice: 1_500 }, { description: "Installer scheduling, discovery", quantity: 1, unitPrice: 2_800 }] },
+  { key: "i30", client: "kestrel", status: "sent", taxRateBps: 0, issuedInDays: -9, dueInDays: 21, lines: [{ description: "Maintenance log, discovery", quantity: 1, unitPrice: 6_000 }, { description: ENGINEERING, quantity: 12, unitPrice: 165 }] },
+  { key: "i31", client: "harbor", status: "sent", taxRateBps: 625, issuedInDays: -8, dueInDays: 22, lines: [{ description: "Guest messaging pilot, month 2", quantity: 1, unitPrice: 4_500 }, { description: "SMS credits", quantity: 15000, unitPrice: 0.04 }] },
+  { key: "i32", client: "cobalt", status: "sent", taxRateBps: 1300, issuedInDays: -5, dueInDays: 25, lines: [{ description: SUPPORT, quantity: 1, unitPrice: 1_200 }, { description: "Candidate dashboard, discovery", quantity: 1, unitPrice: 3_600 }] },
+
   // Still being written.
-  {
-    key: "draft",
-    client: "quarry",
-    number: "INV-2026-0004",
-    status: "draft",
-    taxRateBps: 2000,
-    issuedInDays: 0,
-    dueInDays: 30,
-    lines: [
-      { description: "Client portal — phase 1", quantity: 1, unitPrice: 9500 },
-      { description: "SSO configuration", quantity: 4, unitPrice: 180 },
-    ],
-  },
+  { key: "i33", client: "quarry", status: "draft", taxRateBps: 2000, issuedInDays: 0, dueInDays: 30, lines: [{ description: "Client portal, phase 1", quantity: 1, unitPrice: 9_500 }, { description: "SSO configuration", quantity: 4, unitPrice: 180 }] },
+  { key: "i34", client: "northwind", status: "draft", taxRateBps: 0, issuedInDays: 0, dueInDays: 30, lines: [{ description: "Fleet dispatch rollout, sprint 1", quantity: 1, unitPrice: 16_000 }, { description: ENGINEERING, quantity: 36, unitPrice: 165 }] },
+  { key: "i35", client: "meridian", status: "draft", taxRateBps: 2000, issuedInDays: 0, dueInDays: 30, lines: [{ description: "Carrier onboarding, build sprint 2", quantity: 1, unitPrice: 14_000 }] },
+  { key: "i36", client: "larkspur", status: "draft", taxRateBps: 0, issuedInDays: 0, dueInDays: 30, lines: [{ description: "Multi-site scheduling, discovery", quantity: 1, unitPrice: 8_500 }, { description: "Site visits", quantity: 3, unitPrice: 600 }] },
 ];
 
 export interface ShapedSeed {
@@ -133,6 +117,7 @@ export interface ShapedSeed {
 
 export function shapeSeed(now: number = Date.now()): ShapedSeed {
   const at = (days: number) => new Date(now + days * 86_400_000).toISOString();
+  const year = new Date(now).getUTCFullYear();
 
   const lines: ShapedSeed["lines"] = [];
   const payments: ShapedSeed["payments"] = [];
@@ -154,7 +139,7 @@ export function shapeSeed(now: number = Date.now()): ShapedSeed {
         invoice: invoice.key,
         row: {
           amountCents: Math.round(invoice.paid * 100),
-          method: "bank",
+          method: invoice.method ?? "bank",
           paidAt: at(invoice.paidInDays ?? 0),
         },
       });
@@ -162,20 +147,20 @@ export function shapeSeed(now: number = Date.now()): ShapedSeed {
   }
 
   return {
-    clients: SEED_CLIENTS.map((c) => ({
+    clients: SEED_CLIENTS.map((c, index) => ({
       key: c.key,
       row: {
         name: c.name,
         email: c.email,
         address: c.address,
-        createdAt: at(-90),
+        createdAt: at(-200 + index * 12),
       },
     })),
-    invoices: SEED_INVOICES.map((i) => ({
+    invoices: SEED_INVOICES.map((i, index) => ({
       key: i.key,
       client: i.client,
       row: {
-        number: i.number,
+        number: `INV-${year}-${String(index + 1).padStart(4, "0")}`,
         status: i.status,
         taxRateBps: i.taxRateBps,
         issueDate: at(i.issuedInDays),

package/templates/local-service/AGENTS.md

@@ -65,7 +65,7 @@ this pass before the user has to ask.
 - **`ctx.llm.stream(request, onEvent)` streams tokens as they generate** and still resolves with the full response, so `stop_reason === "tool_use"` drives an agent tool loop. Events are `text_delta` / `tool_use_start` / `tool_input_delta` / `done`. Same auth + model-allowlist gating as `ctx.llm.complete`. Streaming does NOT extend the call deadline (`PYLON_FN_CALL_TIMEOUT`, 30s default) — set `timeout: <secs>` on the def for a long run.
 - **`ctx.stream.write(text)` streams to the caller — and every fn stream is RESUMABLE**: the server buffers frames under a stream id (`streamFn`'s `onStreamId`), so a dropped connection or closed tab catches up via `resumeStream(id)`, including the final result after the handler finished. `ctx.rooms.broadcast(room, topic, data)` fans out to every CURRENTLY-CONNECTED subscriber (second device, second tab) but does not replay missed messages — use the stream id for anything that must survive a gap. Broadcast resolves `{ delivered: false }` when the room has no members — a no-op, not an error. Clients receive with `useRoomMessages(room, cb)` from `@pylonsync/react`; `useRoom` is the send side.
 - **It's `db.useQueryOne`, not `useOne`.** Validators and field types have aliases: `v.bool`/`v.boolean`, `v.float`/`v.number`.
-- **Use the supported file and scheduling APIs.** Files go through `<FileUpload>` and `/api/files/*`; there is no `ctx.files`. One-shot work uses `ctx.scheduler.runAfter`, `runAt`, or `cancel`; there is no `defineWorkflow` or `defineJob`. Recurring work uses `cron("0 * * * *", "fnName")` in `buildManifest({ crons: [...] })`, imported from `@pylonsync/sdk`. Make the target function `internal: true`. It runs with anonymous auth, but its own `ctx.db.*` calls are server-side and bypass policies. Use `ctx.auth.elevate({ admin: true, reason: "..." })`, with a mandatory reason, only when chaining another internal function through `ctx.scheduler`.
+- **Use the supported file and scheduling APIs.** Files go through `<FileUpload>` and `/api/files/*`; an upload is readable by its uploader only, so pass `visibility: "public"` to `uploadFile` or `<FileUpload>` for files every visitor sees; there is no `ctx.files`. One-shot work uses `ctx.scheduler.runAfter`, `runAt`, or `cancel`; there is no `defineWorkflow` or `defineJob`. Recurring work uses `cron("0 * * * *", "fnName")` in `buildManifest({ crons: [...] })`, imported from `@pylonsync/sdk`. Make the target function `internal: true`. It runs with anonymous auth, but its own `ctx.db.*` calls are server-side and bypass policies. Use `ctx.auth.elevate({ admin: true, reason: "..." })`, with a mandatory reason, only when chaining another internal function through `ctx.scheduler`.
 
 ## Testing