GFS NetSuite Master System Guide

2026 YTD Revenue

Open AR

Open Sales Orders

D1 Rows (live)

System Architecture (Source → Extract → Store → Serve → Consume)

Interactive Architecture Diagram → (dark/light toggle, PNG/SVG export)

Interactive O2C Workflow → (4-lane swimlane, archify)

Power Tools Catalog → (60+ tools, filterable)

Quick Links

D1 Database — gfs-netsuite · 185K rows · 18 tables 100% SYNCED → Full Wiki

Entities

customers283

vendors484

items1,265

contacts490

employees116

Transactions

transactions102,367

invoice_lines28,528

so_lines29,098

vb_lines21,317

Financial

gl_accounts152

customer_pricing1,264

sync_log59+

Reference (6)

ref_terms18

ref_departments14 (brands)

ref_locations17

ref_categories / classes / shipping14 / 6 / 7

Transaction Types (20)

Type	Name	Count	Value	Entity	Lines
`CustInvc`	Invoice	12,542	$169.8M	✓ 100%	28,528
`SalesOrd`	Sales Order	12,862	$177.4M	✓ 100%	29,098
`VendBill`	Vendor Bill	22,916	$145.0M	✓ 100%	21,317
`PurchOrd`	Purchase Order	11,566	$131.0M	✓ 100%	—
`CustPymt`	Payment	8,195	$163.2M	✓ 100%	—
`VendPymt`	Vendor Payment	9,603	$144.0M	✓ 100%	—
`ItemShip`	Fulfillment	12,375	—	—	—
`Check`	Check	5,493	$29.1M	✓	—
`ItemRcpt`	Receipt	3,491	$51.7M	—	—
`CustCred`	Credit Memo	932	$2.7M	✓	—
+ 10 more		2,392	$59.1M	InvAdjst, WorkOrd, InvWksht, Deposit, VendCred, Build, Journal, InvTrnfr, Unbuild, CustRfnd

Example Queries (D1 SQLite)

Revenue & Sales

-- Top 10 customers by 2026 revenue
SELECT entity_name, COUNT(*) as invs,
  ROUND(SUM(foreigntotal),2) as revenue
FROM transactions WHERE type='CustInvc' AND year=2026
GROUP BY entity_name ORDER BY revenue DESC LIMIT 10

-- Monthly revenue trend
SELECT year, CAST(SUBSTR(trandate,1,INSTR(trandate,'/')-1) AS INT) as month,
  COUNT(*) as cnt, ROUND(SUM(foreigntotal),2) as rev
FROM transactions WHERE type='CustInvc' AND year>=2024
GROUP BY year, month ORDER BY year, month

AR & Purchasing

-- Open AR by customer
SELECT entity_name, COUNT(*) as cnt,
  ROUND(SUM(foreigntotal),2) as open_ar
FROM transactions WHERE type='CustInvc' AND status='A'
GROUP BY entity_name ORDER BY open_ar DESC

-- Vendor spend 2026
SELECT entity_name, COUNT(*) as bills,
  ROUND(SUM(ABS(foreigntotal)),2) as spend
FROM transactions WHERE type='VendBill' AND year=2026
GROUP BY entity_name ORDER BY spend DESC LIMIT 10

Foreign Key Relationships

customers.terms → ref_terms.id          vendors.terms → ref_terms.id
customers.salesrep → employees.id       items.class → ref_classes.id
customers.category → ref_categories.id  items.department → ref_departments.id (= brand)
contacts.company → customers|vendors    employees.supervisor → employees.id (self)
transactions.entity → customers|vendors (78,616 backfilled, 100%)
invoice_lines.txn_id → transactions.id  invoice_lines.item → items.id
so_lines.txn_id → transactions.id       vb_lines.txn_id → transactions.id
customer_pricing.customer_id → customers.id  customer_pricing.item_id → items.id

Date format: M/D/YYYY throughout. transactions.year is GENERATED STORED from SUBSTR(trandate,-4). All booleans TEXT 'T'/'F'.

REST API — 20 Endpoints ALL LIVE → Full Docs

Quick Start

# Health (no auth)
curl -s https://gfs-platform.mikelevine.workers.dev/api/health

# KPIs
curl -s -H "Authorization: Bearer YOUR_KEY" https://gfs-platform.mikelevine.workers.dev/api/kpis

# Search customers
curl -s -H "Authorization: Bearer YOUR_KEY" "https://gfs-platform.mikelevine.workers.dev/api/customers?q=driscoll"

# AR aging
curl -s -H "Authorization: Bearer YOUR_KEY" https://gfs-platform.mikelevine.workers.dev/api/ar/aging

Pagination: limit (1-200, default 50) + offset (0-100K). Auth: Authorization: Bearer <API_KEY>

Allowlists:
allergen: milk, eggs, peanuts, soybeans, wheat, fish, tree_nuts, crustacean, celery, lupin, molluscs, mustard, sesame, sulphur_dioxide (14)
type (txn): CustInvc, SalesOrd, PurchOrd, VendBill, CustPymt, VendPymt, Check, ItemShip, CustCred, ItemRcpt, InvAdjst, InvWksht, Deposit, Journal, WorkOrd, Build (16 — Unbuild/InvTrnfr/VendCred/CustRfnd not queryable via API)
type (item): InvtPart, Assembly, Kit, NonInvtPart (4)
CORS: https://ai-globalfoodsolutions.co · https://www.ai-globalfoodsolutions.co · http://localhost:3000 · http://localhost:8787

Core Data

/ PUB root status
/api/health PUB DB counts
/api/kpis AUTH revenue, AR, AP, SOs
/api/briefing AUTH morning briefing
/api/customers AUTH search + paginate
/api/customers/:id AUTH detail + contacts + pricing
/api/customers/:id/history AUTH yearly + items
/api/customers/ranking AUTH top 50 by year
/api/items AUTH type + allergen filter
/api/items/:id AUTH revenue + cost + custs
/api/items/performance AUTH top 50 by year
/api/items/:id/customers AUTH who buys this

Analytics & Financial

/api/transactions AUTH any type + year
/api/vendors AUTH active list
/api/vendors/spend AUTH top 50 by year
/api/ar/aging AUTH current/30/60/90+
/api/financials/summary AUTH rev vs COGS by year
/api/financials/monthly AUTH monthly by type
/api/revenue/trend AUTH monthly 2024+
/api/gl/accounts AUTH chart of accounts
/api/search AUTH cross-entity search

Error Responses

Status	Response	Cause
401	`{"error":"Unauthorized","hint":"..."}`	Missing/invalid Bearer token
400	`{"error":"Invalid item type"}`	Type/allergen not in allowlist
404	`{"error":"Not found","endpoints":[...]}`	Unknown path — returns endpoint list
405	`{"error":"Method not allowed"}`	Non-GET request
500	`{"error":"Internal server error"}`	Unhandled exception (logged)

Business Workflows → Full SVG Diagrams

Order-to-Cash · $177.4M

SalesOrd 12,862 · B→D→F→G→H

ItemShip 12,375 (96.2% fill)

CustInvc 12,542 · 98.3% paid · 216 open ($2.3M)

CustPymt 8,195 · 99.97% deposited

+ CustCred (932 · $2.7M) + CustRfnd (2)

Procure-to-Pay · $145.0M

PurchOrd 11,566 · B→D→E→F→G→H

ItemRcpt 3,491 · $51.7M

VendBill 22,916 · 99.6% paid · 1.98/PO avg

VendPymt 9,603 · $144.0M + 5,493 Checks ($29.1M)

+ VendCred (116 · $254K)

Manufacturing

WorkOrd (547) → Build (98 · $107K) → Unbuild (13). 2020-2025.

Inventory

InvAdjst (848 · $5.95M) · InvWksht (457 · $43.5M) · InvTrnfr (44)

Financial

Check (5,493 · $29.1M) · Deposit (220 · $9.25M) · Journal (47)

2026 Business Snapshot Static data as of May 19, 2026 · Live dashboard →

Monthly Revenue

Jan

$2,617,390

Feb

$2,447,971

Mar

$2,550,474

Apr

$2,355,274

May*

$1,301,067

YTD: $11,272,176 · Pace: ~$29.4M

Top 5 Customers (67.4%)

Driscoll

$4,107,918

Operative

$1,745,114

Mivila

$617,441

SYSCO LI

$569,354

T. Nichols

$555,527

Concentration: Driscoll = 36.4%

Infrastructure & Services → Standalone Page

Cloudflare

Workergfs-platform →

D1gfs-netsuite →

KVCACHE →

R2gfs-files →

Domainai-globalfoodsolutions.co →

Crons*/15 sync · 19:00 report →

Pages16 projects →

NetSuite

Account4656898 PRODUCTION

SuiteAPI #2948RESTlet

SuiteQL #2947Suitelet

Toolkit #2949Suitelet

SuiteAttachRESTlet

MCP ServerClaude ↔ NS

N/llmCohere (0 gov units)

Local

Chartstone Prolocalhost API

launchd syncevery 900s

launchd report7pm daily

Wranglerv4.90.1 (OAuth)

sync.shChartstone→D1

daily-report.shKPI markdown

NetSuite Admin Links — Account 4656898 (24 links)

Core

Dashboard→

Users/Roles→

Features→

Periods→

Scripts→

Workflows→

Custom Fields→

File Cabinet→

Records

Customers→

Vendors→

Items→

Invoices→

Sales Orders→

Purchase Orders→

Vendor Bills→

Saved Searches→

Reports & API

Financial Reports→

AR Aging→

Records Catalog→

Integrations→

APM→

Execution Logs→

System Status→

CSV Import→

DNS & Credentials

DNS Records

CNAME apigfs-platform.mikelevine.workers.dev (proxied)

CNAME wwwai-globalfoodsolutions.co (proxied)

MXroute1/2/3.mx.cloudflare.net

TXT SPFv=spf1 include:_spf.mx.cloudflare.net ~all

NSchance + leanna.ns.cloudflare.com

Credential Locations

CF OAuth~/.wrangler/ (managed)

CHARTSTONE_SECRETenv var (see admin)

API_KEYCF secret store (wrangler secret put)

CF Account ID[REDACTED]

Cloudflare Admin Links (9 links)

Dashboard

Workers & Pages→

D1 Databases→

R2 / KV→

Domain

DNS Records→

SSL/TLS→

Email Routing→

Worker

gfs-platform→

Live Logs→

Cron Triggers→

Operations Runbook

Deploy Worker

cd ~/Desktop/gfs-platform
wrangler deploy
curl -s .../api/health

Deploy Guide

cd ~/Desktop/gfs-platform
# rebuild /tmp/gfs-deploy
wrangler pages deploy /tmp/gfs-deploy --project-name gfs-system-guide

Load D1 Data

wrangler d1 execute gfs-netsuite --remote --file=sql/01_customers.sql
wrangler d1 execute gfs-netsuite --remote --command="SELECT ..."
wrangler d1 execute gfs-netsuite --remote --json --command="..."

Sync Troubleshooting

# Check: cat sync-stderr.log
# launchctl list | grep globalfood
# Fix quarantine: xattr -d com.apple.provenance sync.sh
# Chartstone port changed? Check app, update sync.sh
# Manual: bash sync.sh

Secret Rotation

# API key: wrangler secret put API_KEY
# Chartstone: ~/.zshenv CHARTSTONE_SECRET
# CF OAuth: wrangler login

D1 Capacity

# Current: 29.6 MB / 185K rows
# Limit: 10 GB / 10M rows (paid)
# Headroom: ~98% free
# Growth: ~30 txns/day = decades of room

Incident Response

Symptom	Likely Cause	Fix	Verify
API returns 500	D1 query error or Worker crash	Check CF Worker Logs → fix query → `wrangler deploy`	`curl .../api/health`
API returns 401	API key missing or wrong	`wrangler secret put API_KEY`	Test with Bearer header
D1 data stale	sync.sh failed or Chartstone down	Check `sync-stderr.log` · Restart Chartstone · `bash sync.sh`	Check `.last_sync` timestamp
sync.sh "Operation not permitted"	macOS Sequoia com.apple.provenance	System Settings → Privacy & Security → Full Disk Access → add Terminal.app (xattr removal doesn't work on Sequoia)	Reload: `launchctl unload/load` then check stderr
Chartstone not responding	App closed or port changed	Open Chartstone · Check port · Update sync.sh PORT	`curl localhost:PORT/health`
Pages site down	Deploy failed or CF outage	Re-deploy: `wrangler pages deploy` · Check status.cloudflare.com	Visit pages.dev URL
Custom domain not working	Local firewall/VPN blocking TLS to CF proxy IPs (nc connects but curl/openssl fail with "Bad file descriptor")	Check System Settings → Network → Firewall. Try from different device/network. CF route is deployed correctly.	Test from phone or different network
NS script governance error	Script exceeded 10K units	Check NS Execution Logs · Optimize queries · Use Map/Reduce	APM dashboard
Credential compromised	API key or token leaked	Rotate immediately: `wrangler secret put API_KEY` · Revoke NS tokens · Change CHARTSTONE_SECRET	Test all endpoints

Escalation: Michael Levine (admin, all access) → Richard Gallo (ops) → Amanda Swerdlow (finance). CF support: dash.cloudflare.com. NS support: Oracle support portal.

Risk Register

Chartstone SPOF

Entire sync pipeline depends on Chartstone Pro running on a single Mac. If machine is off/asleep/broken, D1 stops updating. No monitoring, no alerting, no failover.

Mitigation: Move to Worker-based sync via SuiteAPI RESTlet (eliminates localhost dependency)

Single Admin

Only Michael Levine can deploy Workers, manage D1, rotate secrets, and access all CF/NS admin. Bus factor = 1.

Mitigation: Document all procedures (done in runbook). Cross-train second admin. Share CF access.

No Backups

No D1 backup strategy, no NS data export schedule, no disaster recovery plan. If CF account compromised, D1 data could be lost.

Mitigation: D1 has point-in-time recovery (paid plan). Schedule regular wrangler d1 export.

48 Public Suitelets

Internal ops portal, all broker portals, and product program portals accessible without NS login. Data exposure risk.

Mitigation: Audit each isonline=T deployment. Restrict internal ops immediately. Broker portals may need to stay public.

Integration Dependencies

Integration	Direction	Auth	What Breaks If Down	Owner
Chartstone Pro	NS → localhost	Bearer token	ALL sync stops — D1 goes stale	Michael
CF Worker	D1 → HTTP	API key	All dashboards + API go down	Michael
ECOB	NS ↔ ECOB	Workflow	SO shipment status stops updating	Ops
Zoho Mail	NS → email	SMTP	All NS emails stop (confirmations, dunning)	IT
Dropbox	NS → files	URL links	Pricing file links break on customer records	Sales
Google API	NS → Google	API key	Distance calculations fail on SOs	Ops
MCP (Claude)	Claude ↔ NS	OAuth	AI can't query NetSuite	Michael
SuiteAttach	External → NS	TBA token 11	File uploads fail	Michael
Airtable	NS → Airtable	REVOKED	WO sync (already suspended)	—
Zapier	NS → Zapier	REVOKED	WO automation (already dead)	—

Active tokens: 2 (SuiteAttach #11, Analytics Warehouse #2). Revoked: 9. No rotation schedule in place.

Data Integrity — All Validated

Completeness

✓

Null dates: 0 · Null types: 0

✓

Orphaned lines: 0

✓

Entity backfill: 78,616 (100%)

✓

GL accounts: 152/152

✓

All 3 line tables: 100% parity with NS

Security

✓

Bearer auth · CORS (4 origins)

✓

CSP · X-Frame · XSS · Referrer

✓

SQL parameterized · input validated

✓

SPF configured · DKIM: verify CF

Known Issues

Custom domain SSL: provisioning

Worker sync cron: stub only

KV/R2: bound but unused

Users, Roles & Organization

Key Personnel

Mitchell LevinePresident & Owner

Michael LevineAdministrator

Richard GalloVP Operations

Martin BakerVP Sales

Elena MisoulisVP Nutrition & Compliance

Amanda SwerdlowDirector Finance

Thomas KurzaDirector K-12 Sales East

Sal BrunoDirector Supply Chain

James MuldowneyDirector Purchasing

Danielle ScibelliDirector Customer Service

+ ~45 production/warehouse (Delta Pak) · 17 consultants · 3 system accounts (Mike Bot, Dunning Manager, Zapier)

GFS Custom Roles (27 of 97)

GFS - SalesSales Center

GFS - Sales & Ops ManagerSales Center

GFS - BuyerAccount Center

GFS - Supply Chain ManagerShipping Center

GFS - Inventory ManagerShipping Center

GFS - Warehouse OperationsShipping Center

GFS - ControllerAccount Center

GFS - Senior ExecutiveExecutive Center

GFS - Dunning Director/ManagerCustom Center

GFS - Food Safety ManagerAccount Center

+ Customer Center, Vendor Center, Employee Center portals · ~20-25 full user licenses

Deployed Scripts & Suitelets

Total deployments393

GFS custom scripts43

Scripts in TESTING5

Unused international24+

Custom Suitelets24

Broker portals8

Product program portals7

Ops dashboards6

Active workflows28 released

Dunning workflows14

Saved searches968

Active bundles15

SECURITY: 48 Suitelets publicly accessible (isonline=T) including internal ops portal and all broker portals

System Health & Data Quality 8 ISSUES

GL Accounts

B+

Customers

Vendors (93% no terms)

Items (78% no GTIN)

Critical Data Gaps

Vendors: 93% no payment terms (451/484) — AP aging unreliable

Vendors: 70% no email (341) — can't send PO confirmations

Items: 78% no GTIN/UPC — can't print barcodes

Items: 71% no case weight — BOL weight calculations fail

Items: 75% no storage temp — cold chain documentation incomplete

Items: 98% no kosher status — certification missing from labels

Items: 70% no shelf life / country of origin — compliance risk

All 153 accounting periods OPEN — no period closure ever

Dual dunning systems running simultaneously

9 Power Up meal kits negative inventory

Active Integrations

ECOBSO shipment + BOL

Zoho MailEmail delivery

DropboxPricing file links

Google APIDistance calculation

SuiteAttachFile upload RESTlet

Analytics WarehouseNS reporting

MCP (Claude)AI ↔ NetSuite

SUSPENDED: Airtable, Zapier, Celigo, Tray.IO (all tokens revoked)

Business Context & Data Maps

About GFS

Global Food Solutions, Inc. — commodity food distribution, co-packing, and private-label manufacturing. Based in NY metro area. NetSuite Mid-Market edition, single subsidiary, US-only.

Revenue pace~$29M/yr

Primary productsFrozen breakfast, cheese, pantry items

BrandsRight Start · Power Up · Bentley's · Alfresco · Cornerstone

Key marketsK-12 school districts, distributors, food service

Top customerDriscoll Foods (36.4% of revenue)

Top vendorEcho Lake Foods (co-packer)

Cheese pricingBongards: CME trailing week avg + 35% moisture premium

USDA programsBarrel cheddar FIFO drawdown, commodity cheese allocation

Rebate programGood Eats — tier-based by monthly case volume

Customer Segments (283)

Major Distributors~50 (Sysco 20, US Foods 16)

School Districts / K-12~50 (NYC DOE, Albuquerque)

Food Service / Caterers~15 (Whitsons, Maschio's)

Manufacturers / Co-Packers~10 (Operative Cake)

Specialty / Retail~10 (Stew Leonards, Ace)

Terms: 29% Net 30, 22% Net 14, 21% COD. 80% on dunning. 59% OPEN pricing status.

Item Catalog (1,148 active)

Inventory Parts976 (85%)

Assembly70 (6%)

Service49 (4%)

Frozen48% · Dry 26% · Refrigerated 5%

Top brandsRight Start 169 · Bentley's 165 · Power Up 138

Allergens flagged: Wheat 81, Soybeans 43, Milk 40, Eggs 22. 14 allergen checkboxes per item.

Dunning & Collections

On dunning procedure226 of 283 (80%)

Actively dunned32 customers

Level 5 (final)6 (incl Good Eats)

Level 4 (critical)2 (incl Mivila)

Level 2-320

Issue: Dual dunning (day-based + level-based) both active simultaneously

NS Edition & Features

EditionMid-Market

Subsidiary1 (no OneWorld)

Currencies4 configured, USD only used

Active bundles15

Unused bundles6 (intl tax)

API tokens2 active, 9 revoked

Custom fields414 mapped

Templates (print)10 preferred + 43 standard

Templates (email)20 active

Research Library — 280K Words · 9 Documents

01 Portlets

15K · KPIs, saved search tricks, GFS ideas

02 Suitelets

39K · 3-tier arch, React/Vue, 34 repos, APIs

03 Pitfalls

38K · 82 gotchas, 40+ checklist items

04 Tools

11K+HTML · 60+ tools at pages.dev

05 Missing Angles

20K · N/llm, pipeline, MCP, mobile

06 AI Deep Dive

38K · 8 N/llm uses, RAG, 126 queries

07 Blueprint

36K · 6 views, data pipeline, 12-week plan

08 Automations

21K · 8 alerts, 6 workflows, 10 scripts

Build Plan & Roadmap 25/36

Done (25 items) — click to expand

Completed

✓

D1 database provisioned (18 tables, 185K+ rows, 29.6 MB)

✓

Entity backfill complete (78,616 patched, 100% on all 6 core types)

✓

GL accounts loaded (152, full Chart of Accounts from live NS)

✓

vb_lines gap closed (21,317 lines, 100% of item bills, 2 backfilled)

✓

Worker deployed + hardened (20 endpoints, auth, CORS, CSP, 6 headers)

✓

8 new API endpoints added (AR aging, customer ranking/history, vendor spend, item perf, revenue trend, GL, briefing)

✓

KV + R2 bound · API key secret set

✓

Crons running (launchd sync 15m + Worker cron + 7pm report)

✓

Daily report KPI parsing fixed (--json + python3)

✓

sync.sh quarantine fixed (xattr -d com.apple.provenance)

✓

DNS + domain configured (CNAME, MX, SPF, NS records)

✓

Worker route deployed (api.ai-globalfoodsolutions.co/*)

✓

Security audit closed (C1-C3, M6, H2, H3, all SQL parameterized)

✓

MCP connected (Claude ↔ NetSuite, 4 tools live)

✓

60+ NS tools deployed to gfs-netsuite-tools.pages.dev

✓

Research docs integrated (9 docs, 280K words, copied to gfs-platform/docs/)

✓

Master system guide built (1,099 lines, 16 sections, SVG architecture)

✓

Guide deployed to CF Pages (gfs-system-guide.pages.dev)

✓

Archify diagrams rendered (system architecture dataflow + O2C workflow)

✓

3x audit agents: links, data accuracy (70+ claims), HTML quality

✓

Cross-reference audit: guide vs source code, schema, wrangler, research

✓

Users/roles/org extracted (116 employees, 27 roles, 393 scripts)

✓

System health + data quality grades documented (A to F per record type)

✓

Business maps extracted (customer segments, item catalog, dunning, pricing)

✓

README.md + sitemap footer added

Pending / Next (6 items)

Custom domain SSL

SuiteAPI live sync (Worker cron → RESTlet)

Email daily report (CF Email)

KV cache for hot KPIs

USDA price feed cron

Anomaly detection cron

○

Workers AI (NL → D1 queries)

○

GFS Hub Suitelet (SuiteFrame)

○

6 Suitelet views (see below)

○

5 MCP Custom Tools

○

SuiteFlow workflows + email alerts

12-Week Sprint Plan (from Blueprint doc 07) — 6 sprints

Sprint 1-2: Foundation

○

Install SuiteQL Tool + 106 queries

○

Create cache custom records

○

USDA price Scheduled Script

○

Chrome extensions installed

○

Test all 20 GFS queries

Sprint 3-4: Hub Shell

○

GFS Hub Suitelet (SuiteFrame)

○

GET routing to views

○

Attio CSS + mobile responsive

○

Center Tab in NS nav

○

Export CSV + Print

Sprint 5-6: Core Views

○

CME Price Dashboard (Chart.js)

○

AR Command Center (DataTables)

○

Customer 360 (tabbed detail)

○

Email actions + keyboard shortcuts

Sprint 7-8: AI Layer

○

Test N/llm availability

○

Prompt Studio templates

○

AI insights on dashboards (RAG)

○

Customer 360 AI call prep

Sprint 9-10: Chat + Intel

○

AI Chat (NL → SuiteQL → results)

○

Sprint 11-12: MCP + Polish

○

5 Custom Tool scripts

○

Connect to Claude Code

○

Dark mode toggle

○

UAT with all roles

Planned Suitelet Views (from Blueprint doc 07)

CME Price Intelligence

Real-time barrel/block prices, Chart.js trends, AI summary, margin calc, email price sheet

Stack: Inline HTML + Chart.js + N/cache + USDA API

AR Command Center

Aging by customer, overdue alerts, AI anomaly narratives, send reminder button

Stack: Inline HTML + DataTables + SuiteQL

AI Chat — Ask Your Data

Natural language → SuiteQL → results table, quick buttons, SQL preview

Stack: N/llm + N/query + safety guardrails

Rebate Tracker

Progress bars per customer, tier thresholds, AI projection, accrual history

Stack: Inline HTML + SuiteQL + Chart.js

Product Intelligence

Similar items (embeddings), cross-sell, customer-item matrix

Stack: N/llm embed() + cosine similarity

Customer 360

Revenue, AR, margin, trend, AI call prep, orders, contacts, notes

Stack: RAG + SuiteQL + tabbed layout

SuiteFrame Architecture (Tim Dietrich)

Single Suitelet = app initializer + API backend. GET routes → views, POST routes → data/AI/export/email. Templates in File Cabinet. Bootstrap + DataTables + Handlebars. Center Tab puts it in NS nav bar.

gfs.core.suitelet.js → gfs.library.module.js → gfs.ui.*.template.html → gfs.css → gfs.client.js

AI Integration — N/llm + SuiteQL

N/llm Methods

llm.generateText()Prompt → text (0 gov units)

llm.generateTextStreamed()Streaming tokens

llm.embed()Text → vectors (96 inputs max)

llm.createDocument()RAG source doc (0 units)

llm.createPrompt()Reusable template (0 units)

llm.evaluatePrompt()Run stored prompt

Critical: LLM calls do NOT consume governance units

8 GFS Use Cases

○

Price Movement Explainer — AI summarizes USDA barrel/block trends

○

Customer Account Summary — AI call prep from AR + orders + rebates

○

Rebate Eligibility Classifier — AI checks order lines vs program rules

○

PO Description Standardizer — AI normalizes vendor memo fields

○

Vendor Email Summarizer — AI distills comms to 1 sentence

○

Margin Alert Narrative — AI morning alert for low-margin customers

○

Weekly Sales Report — AI 5-line team summary

○

Contract Expiration Warning — AI renew vs renegotiate per customer

5 MCP Custom Tools (for Claude)

Tool	Input	Output
`gfs_get_customer_360`	customer name	AR, revenue, margin, rebate, last order
`gfs_get_prices`	commodity	barrel/block price, spread, trend, AI summary
`gfs_query_sales`	date range, customer	revenue, order count, top items
`gfs_check_rebate`	customer, order lines	tier, progress, projected date
`gfs_run_query`	SQL string	results (SELECT only, 100 row limit)

Automation Plan — 4 Tiers

Tier 1: Zero Code (Today)

○

8 saved search email alerts (overdue AR, PO pending, contracts, inventory, large orders)

○

5 scheduled reports (AR aging, sales, POs, inventory, commissions)

○

Reminders portlet configured

○

Formula fields (margin %, days overdue, contract countdown)

Tier 2: SuiteFlow Workflows

○

PO approval routing (3-tier: <$1K auto, <$10K mgr, ≥$10K director)

○

New customer welcome email + follow-up task

○

SO status change → email notifications

○

Price change alert to sales team

○

Auto-set dept/location/class on SO create

Tier 3: SuiteScript

10 Scheduled · 7 User Event · 5 Map/Reduce · 5 AI-powered

○

USDA Price Refresh (hourly) · KPI Aggregator · AI Price Summary

○

Anomaly Detector · Margin Alert · Contract Watcher (nightly)

○

Morning Briefing Email (7am) · Weekly Report (Fri 4pm)

○

Auto-fill fields on SO/PO · Margin validation · Customer flags

○

Bulk Price Update · Month-End Rebate JE · USDA FIFO Drawdown

Tier 4: Integration

○

USDA price pipeline (Scheduled Script → cache → Suitelet reads)

○

5 MCP Custom Tools for Claude (AR, prices, sales, rebate, query)

○

n8n: NS → Slack, Sheets, email, project management

82 Pitfalls — 10 Categories REFERENCE

Field & Form (11)

Field IDs must be custpage_ · Duplicate IDs silently break · FILE fields can't go in tabs · INLINEHTML can't be in sublists · Disabled fields don't POST · Use INLINE not DISABLED

Tabs & Sublists (7)

#1 Bug: Tabs break INLINEHTML POSTs · Sublist selections lost on paginate · NS doesn't auto-paginate · STATICLIST loses data on sort

Client Script (8)

#2 Bug: External Suitelets skip client scripts · Missing return = silent failure · Use SS 2.0 for client entry points · resolveScript() for all URLs

Deployment (7)

Select All = Internal only (2025.1) · Status must be Released · Execute As Role determines perms · External needs Available Without Login

INLINEHTML & CSS (8)

CSS conflicts with NS CSS (namespace everything) · External must be HTTPS · iframes for isolation · React/Vue must be single-file · Hash routing required

External API (6)

Each https.get = 10 governance units · Timeouts not configurable · CORS irrelevant server-side · Cache aggressively with N/cache

N/cache (5)

Critical: Cache deleted ANY time without warning · Values must be strings · Loader errors swallowed · Use Custom Records for persistence

Governance (9)

Suitelets = 10K units · record.load in loop = #1 killer · lookupFields = 1 unit vs load = 10 · 15-min timeout absolute · Delegate to Map/Reduce

Upgrades (7)

2025.1: Ext JS REMOVED · getRecordType → getType · "use strict" required SS 2.1 · 2024.2: External URL format changed · Bi-annual mandatory

Architecture (8)

Don't build what NS already does · Test with ALL roles · Load data async (not on GET) · Don't mix form submit + AJAX · Never hardcode IDs

Pre-Deploy Checklist (40+ items)

All field IDs custpage_ · No FILE in tabs · No disabled POST fields · CS entry points in return · resolveScript for URLs · CSS namespaced · No creds in code · Tested all roles · Tested POST handler · Tested error handling · No Ext JS deps · Only documented APIs · → Full checklist in 12-Tab Guide

Glossary

Term	Definition
`SuiteQL`	NetSuite's SQL dialect (Oracle-style). Queries NS data directly.
`RESTlet`	NS custom REST endpoint (SuiteScript). SuiteAPI #2948 is a RESTlet.
`Suitelet`	NS custom web page (SuiteScript). SuiteQL Tool #2947 is a Suitelet.
`N/llm`	NS native AI module. Cohere Command R. 0 governance units per call.
`MCP`	Model Context Protocol. AI agents (Claude) call tools in external systems.
`TBA`	Token-Based Authentication. NS auth via consumer/token key pairs.
`D1`	Cloudflare serverless SQLite on edge. Our mirror of NS data.
`KV / R2`	CF key-value store (CACHE) and S3-compatible storage (gfs-files). Both bound, not yet used.
`Chartstone`	Local desktop app. Unlimited localhost API to NetSuite via SuiteQL.
`Entity`	Customer or vendor ID on transactions. Backfilled 78,616 to 100%.
`Department`	= Brand in GFS (Right Start, Power Up, etc). Maps to ref_departments.
`Governance Units`	NS script execution budget. Suitelets: 10K. N/llm: 0. lookupFields: 1.
`SuiteFrame`	Tim Dietrich's framework. Single-Suitelet MVC pattern for NS apps.
`Bongards`	Primary barrel/block cheddar supplier. Pricing: CME trailing week average + 35% moisture premium.
`Good Eats`	Rebate program — tier-based by monthly case volume. Currently at dunning Level 5.
`USDA LMPRS`	USDA Livestock Mandatory Price Reporting. Free API for barrel/block cheddar prices at mpr.datamart.ams.usda.gov
`FIFO Drawdown`	First-in-first-out allocation for USDA barrel cheddar inventory across price brackets.
`isonline`	NS Suitelet deployment flag. T = publicly accessible without login. 48 currently set to T.
`custitem_as_*`	14 allergen flag fields on items (milk, eggs, peanuts, soybeans, wheat, fish, tree_nuts, etc.). TEXT 'T'/'F'.

System Inventory

gfs-platform/

src/index.tsWorker (20 eps)

schema.sql18 tables

sql/45 loader files

docs/9 research docs

guide/System guide

*.shsync + report

Template Review 2026/

Data-Exports/134 files (40MB)

Email-Templates/53 templates

PDF-HTML-Templates/54 XML

PDF/HTML Layouts29 layouts

Reference/24 files

Schema-Browser/24 schemas

NetSuite Tools

Chartstone Prolocalhost

SuiteQL #2947Suitelet

SuiteAPI #2948RESTlet

Toolkit #2949Suitelet

SuiteAttachRESTlet

60+ toolspages.dev

Cloudflare

Workergfs-platform

D1gfs-netsuite

KV + R2CACHE + gfs-files

Pages16 projects

Domainai-globalfoodsolutions.co

Crons2 active

Sitemap & Project Map

Deployed Pages (gfs-system-guide.pages.dev)

/Master Guide (69KB)

/databaseDB Wiki (29KB)

/apiAPI Docs (14KB)

/workflowsFlowcharts (32KB)

/infrastructureInfra (14KB)

/master12-Tab Guide (46KB)

/infrastructure-dashboardLive Health (20KB)

/executive-dashboardKPI Dashboard (19KB)

/docs/04-Power-Tools60+ Tools (51KB)

/diagrams/system-architectureArchify Dataflow (51KB)

/diagrams/order-to-cashArchify O2C (43KB)

/styles.cssShared CSS (7KB)

gfs-platform/ (local project)

gfs-platform/
├── src/index.ts          Worker (20 endpoints)
├── schema.sql            18 tables
├── wrangler.jsonc         D1 + KV + R2 + crons
├── package.json           npm scripts
├── tsconfig.json          TypeScript config
├── sync.sh                Chartstone → D1 sync
├── daily-report.sh        7pm KPI report
├── .last_sync             Sync timestamp
├── *.html                 3 dashboards
├── guide/
│   ├── index.html         THIS PAGE (1,001 lines)
│   ├── database.html      Column-level wiki
│   ├── api.html           Full API docs
│   ├── workflows.html     SVG flowcharts
│   ├── infrastructure.html Extended infra
│   ├── master.html        12-tab guide (tools+skills)
│   ├── styles.css         Shared CSS
│   └── diagrams/          2 archify HTMLs + JSONs
├── docs/                  9 research (280K words)
│   ├── 01-Portlet-Research.md
│   ├── 02-Suitelet-Master-Audit.md
│   ├── 03-Pitfalls-Build-Perfect.md
│   ├── 04-Power-Tools.html + .md
│   ├── 05-Missing-Angles.md
│   ├── 06-AI-Query-Deep-Dive.md
│   ├── 07-AI-Suitelet-Blueprint.md
│   ├── 08-Automation-Powerhouse.md
│   └── README.md
└── sql/                   45 loader files (39MB)

GFS Template Review 2026/ (329 files)

GFS Template Review 2026/
├── 00_TEMPLATE_INDEX.html
├── 00_SYSTEM_ARCHITECTURE.html
├── 00_SYSTEM_CONNECTIONS.html
├── 00_FLOWCHARTS.html
├── 00_ADMIN_ACTION_GUIDE.html
├── 00_BULK_COPY_SESSION.html
├── CLAUDE.md
├── SECURITY_AUDIT_*.md (3 files)
├── PLAN_CLOUDFLARE_PLATFORM.md
├── Data-Exports/        134 files (40MB)
│   ├── 73 JSON data dumps
│   ├── 54 MD reports
│   └── 5 CSV + 2 TXT
├── Email-Templates/     53 files
│   ├── 18 customer-facing HTML
│   └── NS-Exports/ (35 raw)
├── PDF-HTML-Templates/  54 XML
│   ├── 10 active/preferred
│   ├── 16 deprecated
│   └── 27 standard
├── PDF-Layouts/         19 files
├── HTML-Layouts/        10 files
├── Reference/           24 files
│   ├── USERS_ROLES_ORG_MAP.md
│   ├── COMPANY_STRUCTURE.md
│   ├── CUSTOMER/VENDOR/ITEM_MAP.md
│   ├── SAVED_SEARCHES.md (968)
│   ├── SCRIPT_DEPLOYMENTS.md
│   └── 12 more reference docs
└── Schema-Browser/      24 files
    ├── 19 MD schemas
    └── 5 JSON schemas

GFS NetSuite Master System Guide · Account 4656898 · ai-globalfoodsolutions.co

185,500+ D1 rows · 20 API endpoints · 18 tables · 329 template files · 280K words of research

Built May 19, 2026 · Triple-audited · Cross-referenced against all source files

API Health · Pages · CF Dashboard · NetSuite

Quick Links

Infra Dashboard

Executive Dashboard

API Health (live)

D1 Console

D1 Database — gfs-netsuite · 185K rows · 18 tables 100% SYNCED → Full Wiki

Entities

Transactions

Financial

Reference (6)

Transaction Types (20)

Example Queries (D1 SQLite)

Revenue & Sales

AR & Purchasing

Foreign Key Relationships

REST API — 20 Endpoints ALL LIVE → Full Docs

Quick Start

Core Data

Analytics & Financial

Error Responses

Business Workflows → Full SVG Diagrams

Order-to-Cash · $177.4M

Procure-to-Pay · $145.0M

Manufacturing

Inventory

Financial

2026 Business Snapshot Static data as of May 19, 2026 · Live dashboard →

Monthly Revenue

Top 5 Customers (67.4%)

Infrastructure & Services → Standalone Page

Cloudflare

NetSuite

Local

Core

Records

Reports & API

DNS & Credentials

DNS Records

Credential Locations

Dashboard

Domain

Worker

Operations Runbook

Deploy Worker

Deploy Guide

Load D1 Data

Sync Troubleshooting

Secret Rotation

D1 Capacity

Incident Response

Risk Register

Chartstone SPOF

Single Admin

No Backups

48 Public Suitelets

Integration Dependencies

Data Integrity — All Validated

Completeness

Security

Known Issues

Users, Roles & Organization

Key Personnel

GFS Custom Roles (27 of 97)

Deployed Scripts & Suitelets

System Health & Data Quality 8 ISSUES

Critical Data Gaps

Active Integrations

Business Context & Data Maps

About GFS

Customer Segments (283)

Item Catalog (1,148 active)

Dunning & Collections

NS Edition & Features

Research Library — 280K Words · 9 Documents

01 Portlets

02 Suitelets

03 Pitfalls

04 Tools

05 Missing Angles

06 AI Deep Dive