factur-x-builder 0.1.2 → 0.1.4

checksums.yaml

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data/.rubocop.yml

@@ -27,3 +27,6 @@ Style/StringLiteralsInInterpolation:
 
 Layout/LineLength:
   Max: 120
+
+Gemspec/RequireMFA:
+  Enabled: false

data/CHANGELOG.md

@@ -1,3 +1,12 @@
+## [Unreleased]
+
+### Added
+
+- A credit note is now checked against BR-FR-CO-05: it must reference the invoice it corrects with
+  both the number (BT-25) and the issue date (BT-26). A reference missing its date failed the
+  French schematron exactly like an absent one, and neither was caught before generating.
+  `Codes::CREDIT_NOTE_TYPES` names the document types the rule applies to.
+
 ## [0.1.2] - 2026-08-15
 
 ### Added

data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    factur-x-builder (0.1.1)
+    factur-x-builder (0.1.4)
       nokogiri (~> 1.15, < 1.16)
 
 GEM
@@ -12,6 +12,8 @@ GEM
     language_server-protocol (3.17.0.6)
     lint_roller (1.1.0)
     minitest (5.26.1)
+    nokogiri (1.15.7-arm64-darwin)
+      racc (~> 1.4)
     nokogiri (1.15.7-x86_64-darwin)
       racc (~> 1.4)
     parallel (1.28.0)
@@ -43,6 +45,7 @@ GEM
     unicode-emoji (4.2.0)
 
 PLATFORMS
+  arm64-darwin-25
   x86_64-darwin-21
 
 DEPENDENCIES

data/README.md

@@ -133,6 +133,41 @@ anything is generated.
 A credit note carries **positive** amounts; the type code conveys the direction. Negative unit
 prices are rejected (`BR-27`, `BR-28`).
 
+Cancelling invoice A with credit note B changes four things and nothing else — B's own number
+(BT-1) and issue date (BT-2), the type code `381` (BT-3), and a reference to A carrying **both** its
+number and its issue date (BG-3). That reference is required by the French profile (`BR-FR-CO-05`)
+though not by EN 16931 alone, and a reference without a date fails just like a missing one. Parties,
+lines, prices, VAT breakdown and totals are copied over untouched.
+
+```ruby
+FacturX::Invoice.new(
+  number: "AV-2026-0012",
+  issued_on: Date.today,
+  type_code: FacturX::Codes::CREDIT_NOTE,
+  preceding_invoices: [
+    FacturX::ReferencedInvoice.new(number: "5-2026-0004", issued_on: Date.new(2026, 8, 4))
+  ],
+  # … everything else identical to the invoice being cancelled
+)
+```
+
+### Routing address
+
+`routing_id` is the electronic address the platform delivers to (BT-34 for the seller, BT-49 for the
+buyer). It defaults to the SIRET, and its scheme identifier — mandatory under BR-62 and BR-63 — is
+filled in as `0225`.
+
+That code designates the addressing of the French reform itself, not a particular identifier, so it
+stays `0225` whatever the directory registered: SIREN, SIRET, `SIREN_SIRET`, or
+`SIREN_SIRET_CODE_ROUTAGE` for an address finer than the establishment. The value is opaque to the
+gem — forwarded verbatim, never parsed — and every shape is covered by the conformance suite.
+
+```ruby
+FacturX::Party.new(name: "…", siret: "39876543800005",
+                   routing_id: "398765438_39876543800005_COMPTA")
+# => <ram:URIID schemeID="0225">398765438_39876543800005_COMPTA</ram:URIID>
+```
+
 ### Payment instructions are optional
 
 `payment_means` maps to BG-16 *Payment instructions*, which both schematrons accept as absent. It

data/lib/factur_x/codes.rb

@@ -10,6 +10,11 @@ module FacturX
 
     DOCUMENT_TYPES = [COMMERCIAL_INVOICE, CREDIT_NOTE, SELF_BILLED_INVOICE].freeze
 
+    # The document types BR-FR-CO-05 treats as credit notes. Only 381 is
+    # emitted by this gem; the others are listed so the rule keeps matching
+    # if DOCUMENT_TYPES ever widens.
+    CREDIT_NOTE_TYPES = %w[261 381 396 502 503].freeze
+
     # Invoicing modes accepted by the French e-invoicing reform (BR-FR-08).
     BUSINESS_PROCESSES = %w[B1 S1 M1 B2 S2 M2 S3 B4 S4 M4 S5 S6 B7 S7 B8 S8 M8 B9 S9 M9].freeze
 

data/lib/factur_x/party.rb

@@ -10,6 +10,12 @@ module FacturX
   # `routing_id` the electronic address (scheme 0225) used to route the
   # invoice through the PPF, defaulting to the SIRET.
   #
+  # Scheme 0225 designates the addressing of the French reform itself, not a
+  # particular identifier, so it holds whatever shape the directory registered:
+  # SIREN, SIRET, SIREN_SIRET, or SIREN_SIRET_CODE_ROUTAGE for an address finer
+  # than the establishment. The value is opaque here - it is forwarded verbatim,
+  # never parsed - so a new directory shape needs no change to this gem.
+  #
   # `legal_information` is BT-33, the seller's additional legal information:
   # legal form, share capital, RCS registration, and any other statement the
   # printed invoice must carry. A party holds a single postal address, so this

data/lib/factur_x/validation/rules.rb

@@ -91,6 +91,21 @@ module FacturX
               "notes (BT-22 with subject code #{code}, BR-FR-05) - " \
               "Note.french_legal_mentions provides the three of them")
         end
+
+        check_corrected_invoice
+      end
+
+      # BR-FR-CO-05: a credit note must say which invoice it corrects. EN 16931
+      # alone is happy without it, the French profile is not. The number and the
+      # issue date are both required - a reference carrying only the number
+      # fails the rule just as an absent one does.
+      def check_corrected_invoice
+        return unless Codes::CREDIT_NOTE_TYPES.include?(invoice.type_code)
+        return if invoice.preceding_invoices.any? { |ref| !blank?(ref.number) && !ref.issued_on.nil? }
+
+        add("a credit note must reference the invoice it corrects, with both its number and " \
+            "its issue date (BT-25 and BT-26, BR-FR-CO-05) - pass preceding_invoices: " \
+            "[ReferencedInvoice.new(number:, issued_on:)]")
       end
 
       def check_document

data/lib/factur_x/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module FacturX
-  VERSION = "0.1.2"
+  VERSION = "0.1.4"
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: factur-x-builder
 version: !ruby/object:Gem::Version
-  version: 0.1.2
+  version: 0.1.4
 platform: ruby
 authors:
 - Hotentic
 autorequire:
 bindir: exe
 cert_chain: []
-date: 2026-08-15 00:00:00.000000000 Z
+date: 2026-09-08 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: nokogiri