feat(write-skill): client-dossier ops — thirdparty update (allowlisted) + idempotent contacts
Part of erp#65 (phase 1). Ledger grammar "thirdparty complete" gets its op: allowlisted non-ledger fields, per-field diff read-back. Contacts are born idempotent (dedupe by email then name). Promote ops wired both targets, offline stub tests, SKILL.md workflows, KM dossier manifest (unsigned-contract truth fix + EIN-to-collect note). Co-Authored-By: Claude Fable 5 <[email protected]>
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Claude Fable 5
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# Replay pack — KM client dossier 2026-07-15
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Completes the KissMetrics fiche (socid 1) with the full contractual dossier and creates
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the principal contact — erp#65 phase 1, triggered by operator direction 2026-07-15
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(« il faut ces informations relatives au client KM dans Dolibarr »). Two ops:
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1. **`thirdparty_update` socid 1** — identity/address/typology + the contract dossier in
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`note_public` (allowlisted dossier fields only; the op refuses anything ledger-side).
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2. **`contact`** — Hendrik Rootering, COO, `[email protected]` (idempotent: dedupes
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by email, then lastname+firstname, so a replay can never mint a duplicate).
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## Provenance — and the two truth fixes
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Source: the operator's prepared payloads in erp trunk `test/kissmetrics_update.json` +
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`test/hendrik_contact_fix.json`, cross-checked against the 2026-07-15 contract-facts
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extraction (erp#53 comment). Two deliberate deviations from the WIP payloads:
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- **The contract is NOT signed.** The WIP note said « contrat cadre signé 2026-04-23 » —
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the repo proves otherwise: the contract is *effect-dated* 2026-04-23 (rétro-daté), the
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eIDAS signature is **in progress** (signable set SAFE TO SIGN 2026-06-28; PR
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kissmetrics_contract_proposal#1 merged 2026-07-15, branch gone → repo state = `main`).
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The note also now carries: invoicing in **USD** (EUR lock 1.1650 removed 2026-06-28),
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the 4 % window = 6 months **post-launch** (not post-signature), CCIP-CA + CMAP dispute
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chain, Kissmetrics Holdings Inc wires, and **« US EIN : à collecter (→ idprof1) »** —
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the EIN is a [HUMAN] item (W-8BEN-E exchange is the natural moment); until then the
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`dolibarr-thirdparty-completeness` audit keeps showing exactly that one gap.
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- **`poste`, not `soc2`.** The WIP contact payload carried the job title in `soc2`, which
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is not a Dolibarr field (the API silently drops it). The manifest uses `poste`;
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`contact-create.sh` refuses `soc2` outright.
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## How to promote
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```sh
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cd .claude/skills/dolibarr-sandbox-write
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scripts/promote-plan.sh replay-packs/2026-07-15-km-dossier/manifest.json # review
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scripts/promote-apply.sh replay-packs/2026-07-15-km-dossier/manifest.json --target sandbox # rehearse
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# idempotency proof: apply twice — run 2 must print changed=0 (no-op) + deduped=true
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```
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**Prod step = the orchestrator's, human-gated — not this pack's job.** The prod replay
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(`--target prod`) needs `DOLIBARR_PROD_WRITE_KEY` in the environment (never stored) and
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`ARCO_PROMOTE_CONFIRM=I-UNDERSTAND-THIS-WRITES-PROD`, per ADR-0003. Pair with
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`dolibarr-data-snapshot` before/after, then re-run `dolibarr-thirdparty-completeness` on
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socid 1 — expected result: only the EIN gap remains.
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## Rehearsal record (sandbox, 2026-07-15)
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Run 1: fiche diff = `changed=1 [note_public]` (the sandbox already carried the WIP
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payload — the diff IS the truth fix) + contact Hendrik created (id 3). Run 2:
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`changed=0 (no-op)` + `deduped=true` (same id 3). Read-back: all 13 dossier fields
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correct; note carries « SIGNATURE eIDAS EN COURS », « US EIN : à collecter »,
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« FACTURÉ EN USD ». Full outputs in the phase-1 PR on erp#65.
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[
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{ "op": "thirdparty_update", "ref": "km",
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"input": {
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"socid": 1,
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"fields": {
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"name": "KissMetrics",
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"name_alias": "KissMetrics Inc.",
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"address": "2850 34th Street North, 307",
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"zip": "33713",
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"town": "St. Petersburg",
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"state_id": "1167",
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"region_id": "297",
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"country_id": "11",
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"country_code": "US",
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"email": "[email protected]",
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"typent_id": "3",
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"effectif_id": "1",
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"note_public": "Client Arcodange. Delaware corp, CEO Evan Sforzo, COO Hendrik Rootering (contact principal, Slack-first). Contrat cadre à effet du 2026-04-23 (rétro-daté) — SIGNATURE eIDAS EN COURS (set signable SAFE TO SIGN 2026-06-28 ; PR kissmetrics_contract_proposal#1 mergée 2026-07-15). 6 mois actifs (→2026-10-23), différé jusqu'à 2027-01-23, base engagée $33,000. Rémunération : $5 500/mois ($2 500 fixe net 30 + $3 000 différé +3 mois), FACTURÉ EN USD, réglé EUR au taux BCE du jour du paiement (lock 1.1650 supprimé le 2026-06-28). 4 % cash collected sur clients net-new signés dans les 6 mois post-launch (launch ~juil. 2026, date à confirmer), sur les 12 premiers mois de chaque client, payé au fil des encaissements net 30, sans plafond. Capacité ~10 j-h/mois au référentiel 500 €/j, Arcodange organise à sa discrétion. Droit français, T. com. Paris (CCIP-CA), médiation CMAP. Wires possibles via l'affilié Kissmetrics Holdings Inc (Art. 1). W-8BEN-E à déposer chez KM ; US EIN : à collecter (→ idprof1). Repo : arcodange-org/kissmetrics_contract_proposal (main). Darnis Operations = apport d'affaires (10 % an 1, 5 % perpétuel, sur fee standard différé inclus, 4 % exclu)."
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} } },
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{ "op": "contact", "ref": "hendrik",
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"input": { "socid": "1", "lastname": "Rootering", "firstname": "Hendrik",
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"poste": "COO", "email": "[email protected]" } }
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]
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