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arcodangeandClaude Fable 5 35b227eb6d 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]>

2026-07-15 19:49:13 +02:00

3.1 KiB

Raw Blame History

Replay pack — KM client dossier 2026-07-15

Completes the KissMetrics fiche (socid 1) with the full contractual dossier and creates the principal contact — erp#65 phase 1, triggered by operator direction 2026-07-15 (« il faut ces informations relatives au client KM dans Dolibarr »). Two ops:

thirdparty_update socid 1 — identity/address/typology + the contract dossier in note_public (allowlisted dossier fields only; the op refuses anything ledger-side).
contact — Hendrik Rootering, COO, [email protected] (idempotent: dedupes by email, then lastname+firstname, so a replay can never mint a duplicate).

Provenance — and the two truth fixes

Source: the operator's prepared payloads in erp trunk test/kissmetrics_update.json + test/hendrik_contact_fix.json, cross-checked against the 2026-07-15 contract-facts extraction (erp#53 comment). Two deliberate deviations from the WIP payloads:

The contract is NOT signed. The WIP note said « contrat cadre signé 2026-04-23 » — the repo proves otherwise: the contract is effect-dated 2026-04-23 (rétro-daté), the eIDAS signature is in progress (signable set SAFE TO SIGN 2026-06-28; PR kissmetrics_contract_proposal#1 merged 2026-07-15, branch gone → repo state = main). The note also now carries: invoicing in USD (EUR lock 1.1650 removed 2026-06-28), the 4 % window = 6 months post-launch (not post-signature), CCIP-CA + CMAP dispute chain, Kissmetrics Holdings Inc wires, and « US EIN : à collecter (→ idprof1) » — the EIN is a [HUMAN] item (W-8BEN-E exchange is the natural moment); until then the dolibarr-thirdparty-completeness audit keeps showing exactly that one gap.
poste, not soc2. The WIP contact payload carried the job title in soc2, which is not a Dolibarr field (the API silently drops it). The manifest uses poste; contact-create.sh refuses soc2 outright.

How to promote

cd .claude/skills/dolibarr-sandbox-write
scripts/promote-plan.sh  replay-packs/2026-07-15-km-dossier/manifest.json   # review
scripts/promote-apply.sh replay-packs/2026-07-15-km-dossier/manifest.json --target sandbox  # rehearse
# idempotency proof: apply twice — run 2 must print changed=0 (no-op) + deduped=true

Prod step = the orchestrator's, human-gated — not this pack's job. The prod replay (--target prod) needs DOLIBARR_PROD_WRITE_KEY in the environment (never stored) and ARCO_PROMOTE_CONFIRM=I-UNDERSTAND-THIS-WRITES-PROD, per ADR-0003. Pair with dolibarr-data-snapshot before/after, then re-run dolibarr-thirdparty-completeness on socid 1 — expected result: only the EIN gap remains.

Rehearsal record (sandbox, 2026-07-15)

Run 1: fiche diff = changed=1 [note_public] (the sandbox already carried the WIP payload — the diff IS the truth fix) + contact Hendrik created (id 3). Run 2: changed=0 (no-op) + deduped=true (same id 3). Read-back: all 13 dossier fields correct; note carries « SIGNATURE eIDAS EN COURS », « US EIN : à collecter », « FACTURÉ EN USD ». Full outputs in the phase-1 PR on erp#65.

3.1 KiB Raw Blame History

Replay pack — KM client dossier 2026-07-15

Provenance — and the two truth fixes

How to promote

Rehearsal record (sandbox, 2026-07-15)

3.1 KiB

Raw Blame History