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]>
53 lines
3.1 KiB
Markdown
53 lines
3.1 KiB
Markdown
# 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:
|
|
|
|
1. **`thirdparty_update` socid 1** — identity/address/typology + the contract dossier in
|
|
`note_public` (allowlisted dossier fields only; the op refuses anything ledger-side).
|
|
2. **`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
|
|
|
|
```sh
|
|
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.
|