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Add DATEV accounting adapter boundary

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tegwick 2026-08-11 14:54:54 +02:00
parent fcec177ded
commit 90b7e97533
8 changed files with 583 additions and 13 deletions
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21
workplans/FIN-WP-0002-client-attribution-and-billing-basis.md
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@ -4,11 +4,11 @@ type: workplan
title: "Client attribution and billing basis"
domain: financials
repo: fin-hub
status: active
status: finished
owner: codex
topic_slug: financials
created: "2026-08-10"
updated: "2026-08-10"
updated: "2026-08-11"
related:
- FIN-WP-0001
- FIN-WP-0004
@ -167,7 +167,7 @@ only disclaimer and has no invoice, bookkeeping, or payment behavior.
```task
id: FIN-WP-0002-T05
status: wait
status: done
priority: high
state_hub_task_id: "d30b606f-43c1-4610-875d-c1fe578c412c"
```
@ -178,6 +178,19 @@ retention responsibilities. Candidate products from the gap assessment are
lexoffice and sevDesk, but selection is an operator/business decision and is
not required to settle T00–T03.
Completed 2026-08-11: the operator selected DATEV Unternehmen online as the
authoritative external GoBD bookkeeping and document-retention system. Qonto
is the preferred complementary invoice workflow and managed DATEV transport
when DUO lacks or does not conveniently expose a required function. Added a
provider-neutral, capability-declared adapter contract with DATEV as the
default, explicit Qonto selection, exact input-schema compatibility, and
fail-closed migrations. The adapters create incomplete, side-effect-free
handoff drafts only; legal/tax completion, issuance, delivery, payments, and
bookkeeping remain authorized external actions. The integration, custody,
retention, and upgrade controls are recorded in
`docs/accounting-adapter-boundary.md`. Live provider activation is tracked by
`FIN-WP-0005`.
## Acceptance
- [x] Repository scope explicitly allows the reporting and export boundary.
@ -188,4 +201,4 @@ not required to settle T00–T03.
- [x] Shared-infrastructure allocations reconcile to authoritative booked
costs with assumptions and unattributed residuals visible.
- [x] The billing-basis export is idempotent and contains no payment execution.
- [ ] A human records the external invoicing/bookkeeping system decision.
- [x] A human records the external invoicing/bookkeeping system decision.