Files
erp/.claude/skills/dolibarr
Gabriel Radureau 585b7beb03 add dolibarr-thirdparty-completeness and dolibarr-tva-deductible
V4 bundle — two more sibling skills, both read-only, both depending
on the dolibarr base skill.

dolibarr-thirdparty-completeness:
- audit-thirdparty.sh <socid>: country-aware completeness audit for
  any thirdparty (FR: SIREN + SIRET + tva_intra; EU non-FR: tva_intra;
  extra-EU: national tax id). Generalizes the V1 KM-hardcoded script.
- audit-all-thirdparties.sh: loops over /thirdparties and surfaces a
  compact table of gaps. --clients-only / --suppliers-only flags.
- Live baseline finds 5/10 thirdparties with mandatory gaps:
  KissMetrics (US tax id), Wise Europe SA (BE tva_intra), Medialex
  (FR SIRET + tva_intra), Qonto (SIRET), Infogreffe (SIRET).

dolibarr-tva-deductible:
- deductible-by-month.sh: TVA déductible aggregated per period × rate.
- deductible-line-detail.sh: per supplier-invoice line with country-
  based CA3 bucket assignment (ligne 20 for 20 % FR, ligne 19 for
  reduced rates, ligne 17+24 for intra-UE autoliquidation).
- Live baseline: 223.22 € total TVA déductible across 13 lines.
  Wise Europe SA correctly identified as intra-UE autoliquidation;
  La Poste correctly identified as FR exempt (timbres).
- Mirrors dolibarr-tva-reconciliation on the supplier side. Together
  they give the two numbers a CA3 monthly declaration needs.

Also extends dolibarr/SKILL.md endpoint catalogue with /supplierinvoices
(noting the 403 on the /lines sub-endpoint — inline lines on the detail
endpoint make this a non-issue). dolibarr/README.md gains two new
permission checkboxes for Factures fournisseurs.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-29 06:14:28 +02:00
..

dolibarr — one-time setup

Skill body: SKILL.md. This README is the human-facing setup checklist.

1. Create .env (mode 600, never committed)

cat > .claude/skills/dolibarr/.env <<'EOF'
DOLIBARR_URL=https://erp.arcodange.lab
DOLIBARR_API_KEY=<get from Dolibarr UI: Users → ai_agent → API key>
DOLIBARR_USER=ai_agent
DOLIBARR_PASSWORD=<the ai_agent password, only needed for occasional UI login>
EOF
chmod 600 .claude/skills/dolibarr/.env

Verify it's gitignored:

git check-ignore .claude/skills/dolibarr/.env   # should print the path

2. Grant ai_agent the four voir_tous permission flags

ai_agent is read-only by design. But Dolibarr's per-record ACL silently filters out invoices and thirdparties unless the voir_tous (see-all) flags are ticked. Without them, /invoices returns [] and /thirdparties returns 404 — looks like an empty database.

In the Dolibarr UI (https://erp.arcodange.lab/Setup → Users & Groups → ai_agent → Permissions), tick:

  • Tiers → Lire les tiers
  • Tiers → Voir tous les tiers (et pas seulement ceux liés à l'utilisateur courant)
  • Factures → Lire les factures
  • Factures → Voir toutes les factures (et pas seulement celles liées à l'utilisateur courant)
  • Factures fournisseurs → Lire les factures fournisseurs (required by dolibarr-tva-deductible)
  • Factures fournisseurs → Voir toutes les factures fournisseurs

Save. Future modules used by dolibarr-* sibling skills (Paiements, Produits, …) need the same treatment.

3. Quick-start test

./.claude/skills/dolibarr/scripts/dol-curl.sh /users/info | jq -r .login
# → ai_agent
./.claude/skills/dolibarr/scripts/dol-curl.sh /status
# → {"success":{"code":200,"dolibarr_version":"22.0.4",...}}
./.claude/skills/dolibarr/scripts/dol-curl.sh /thirdparties/1 | jq '{ref, country_code, town}'
# → {"ref":"KissMetrics","country_code":"US","town":"St. Petersburg"}

If the third one returns HTTP 403 Access not allowed for login ai_agent on this thirdparty, the voir_tous flags from step 2 are missing.

4. Rotating the API key

If the key leaks: Dolibarr UI → Users → ai_agent → API key → Generate new → copy the new value into .env. No other change needed; every dolibarr-* skill picks it up via dol-curl.sh.

Pointers