Solution Packages

Solutions are self-contained business packages that add new capabilities to HARi. Install a CRM solution to get contacts, companies, and deals. Install a billing solution to get invoices and payments. Build your own to model any business process.

What is a solution?

A solution is a folder containing everything needed to add a set of features:

• Entities and fields — the data model (e.g., Contact, Company, Opportunity)
• Form layouts — how records look when you create or edit them
• Views — saved table, kanban, and calendar views
• Workflows — automation rules (send email when deal closes, etc.)
• Security profiles — who can do what with this solution’s data
• Dashboards — pre-built charts and KPIs
• Reference data — seed data like countries, currencies, or stages
• Translations — labels in multiple languages

No code is required for most solutions. Everything is defined in JSON files.

Built-in solutions

HARi comes with these ready-to-install solutions:

Solution	What it adds
CRM	Contacts, Companies, Leads, Opportunities, Activities
Tasks	Task management with priorities and due dates
Billing	Invoices, Line Items, Products, Payments

Installing a solution

1. Go to Settings > Solutions
2. Browse available solutions
3. Click Install
4. The solution’s entities, forms, views, workflows, and profiles are created automatically
5. Start using the new features immediately

Installation is non-destructive. Your existing data is never modified.

Upgrading a solution

When a solution is updated (new fields, improved workflows, etc.):

1. Go to Settings > Solutions
2. Click Upgrade next to the solution with an available update
3. HARi applies the changes while preserving your data and customizations

The upgrade process is additive: new fields are added, but existing fields you have customized are not overwritten.

Uninstalling a solution

1. Go to Settings > Solutions
2. Click Uninstall next to the solution
3. Confirm the action

Uninstalling removes the solution’s schema (entities, fields, views, workflows, profiles). Records are archived, not deleted, so you can recover them if needed.

Building your own solution

You can create custom solutions to package your business processes:

1. Go to Settings > Solution Editor
2. Select which entities, fields, relations, forms, views, workflows, and profiles to include
3. Configure the solution manifest (name, version, description)
4. Export the solution as a folder

Your custom solution can be:

• Reinstalled on another HARi workspace
• Shared with other businesses
• Version-controlled in Git

Solution structure

solutions/my-solution/
  solution.json          -- manifest (name, version, dependencies)
  schema/
    entities.json        -- entities + fields + relations
    forms.json           -- form layouts
    views.json           -- saved views
    workflows.json       -- automation rules
    profiles.json        -- security profiles
    dashboards.json      -- dashboard configurations
  data/
    seed/                -- reference data (always imported)
    demo/                -- sample data (optional, for evaluation)
  i18n/
    en.json              -- English translations
    zh.json              -- Chinese translations

Dependencies

Solutions can declare dependencies on other solutions. For example, the Billing solution depends on the CRM solution (invoices reference companies and contacts). HARi checks dependencies during installation and warns you if a required solution is missing.