fin-hub/workplans/FIN-WP-0005-datev-accounting-adapter-operations.md

id	type	title	domain	repo	status	owner	topic_slug	created	updated	related	state_hub_workstream_id
FIN-WP-0005	workplan	DATEV accounting adapter operations	financials	fin-hub	active	codex	financials	2026-08-11	2026-08-11	FIN-WP-0002	1c081ee5-cf39-4868-ac17-48aada6e102b

FIN-WP-0005 — DATEV accounting adapter operations

Goal

Operationalize the provider-neutral accounting handoff selected in FIN-WP-0002: DATEV Unternehmen online is the bookkeeping and document authority, with Qonto as the preferred complementary invoice workflow and managed DATEV transport where its capabilities are sufficient.

This workplan does not authorize fin-hub to issue invoices, assign legal invoice numbers, execute payments, or perform bookkeeping.

Confirm operational capabilities and ownership

id: FIN-WP-0005-T01
status: todo
priority: high
state_hub_task_id: "55cb6ec1-2bd6-4f33-8a4b-7791193c4c09"

With the operator and Steuerbüro, confirm the enabled Qonto plan, DATEV tenant and services, customer/tax master-data owner, invoice workflow, document retention policy, correction procedure, and required structured fields. Record which capabilities use Qonto's managed DATEV services and which require a direct DATEV integration. Route credentials only after this selection.

Implement the selected transport

id: FIN-WP-0005-T02
status: wait
priority: high
state_hub_task_id: "e2400fb4-ff8e-4336-9702-60d0c2e254b3"

After T01, implement the authorized transport behind the existing adapter contract. Prefer the managed Qonto-to-DATEV route when it preserves the full required record; otherwise use the approved DATEV API/export surface. Keep authentication and network side effects outside pure payload preparation.

Validate legal and bookkeeping completion

id: FIN-WP-0005-T03
status: wait
priority: high
state_hub_task_id: "16865fc6-5e6e-46cd-9ed1-109fa0eeb8e7"

In a non-production tenant, demonstrate customer and tax completion, legal invoice numbering and issuance by the authorized external system, document arrival in DUO, bookkeeping visibility, exception handling, and correction or cancellation flow. Do not treat transport acceptance as bookkeeping proof.

Certify upgrades and rollback

id: FIN-WP-0005-T04
status: wait
priority: medium
state_hub_task_id: "e372997a-a5a2-4c02-a6f4-50ea34add067"

Golden-test and dual-run the selected adapter against the same stable billing basis IDs. Reconcile counts, amounts, currencies, exceptions, and evidence references; record provider and adapter versions, cutover approval, monitoring, and rollback procedure.

Acceptance

• The Steuerbüro and operator have accepted the responsibility matrix and selected transport.
• Provider credentials are routed through their proper custodian and are absent from Git, artifacts, and logs.
• A non-production end-to-end transfer is reconciled in DATEV.
• Issuance, payments, and bookkeeping remain outside fin-hub.
• Upgrade, breaking-migration, monitoring, and rollback controls are tested.