Implementation tests

In order to test the implementation of the External API generation and the Chorus Pro repository, it is strongly recommended that the deployment be carried out in a sandbox environment beforehand. For D'Angelo, testing in a sandbox is a matter of course.

Chorus Pro filing architecture

Before testing, D'Angelo needs to understand what he has just set up.
A closer look on 

• the contents of the package ChorusByFrisbii as well as

• automated systems.

The ChorusByFrisbii package

After installing the extension package, you have access to the Chorus - Frisbii Extension FRA application, which includes

• Deposits object (sofactoapp__External_Api__c)

• access to the Invoices object

• and Dashboards that give you more information on the status of your depots, which we'll discover in the next article.

The Depot object contains the following fields: 

Automation

You have set up the EXTAPIScheduledCreation Apex class, which will run at the desired time and day to create records for the Deposits object from invoices eligible for the process ( Eligible fields for Chorus). 

Please note:
By default, the Eligible for Chorus box must be checked manually. If necessary, we recommend automating this step by setting up conditions and exceptions specific to each business case.
We are now aware of the information that is transferred from the invoice to these records.

Once deposits created by the Apex class have been scheduled, they default to deposit-ready status.

The Chorus Connector application you've set up retrieves all deposits with deposit-ready status. If the information is correct, it changes the status to deposit-succeeded. Otherwise, it will indicate an error status, as explained in the article Chorus Pro - Deposit tracking and error management and the Response field will display the nature of the error.

Once deposit-succeeded, the connector sends the deposit to the Chorus interface. If all the required information is present on the deposit, the status (in Frisbii) changes to flow-status-integrated and the invoice is deposited in Chorus.

Test deposit generation

All right! Now that D'Angelo understands how the deposits work, he's ready to test the set-up.

Steps: Create an eligible invoice

1. Create a complete invoice with all mandatory information.
2. Add invoice lines.
3. Check the box Eligible for Chorus on the invoice (or accounting data).
4. Fill in the following fields:

• Service code either on accounting data or on invoice (if mandatory for recipient)

• Order number either on the Accounting data or on the Invoice (if mandatory for the recipient)

• SIRET on the accounting data or on the Account (without space)

5. Fill in the SIRET and NIC fields  on the invoice's company name, which will make up the SIRET field in the Chorus qualification environment (e.g. 00000000301554).
6. Create the invoice PDF.
7. Issue invoice.

Great! The preparation is done. Now let's test the automation. To avoid waiting for the time you've set or modifying the scheduled task, or even creating a new one, we're going to launch the Apex class EXTAPIScheduledCreation by hand. 

Procedure: Run the batch manually

1. Go to Developer Console.

2. In the Debug menu > Open Execute Anonymous Window.
3. In the Enter Apex Code window, paste this expression and :

chorusbyFrisbii.EXTAPIScheduledCreation schedule = new chorusbyFrisbii.EXTAPIScheduledCreation(); schedule.execute(null);

5. Click on the Execute button to run the script.

D'Angelo is curious, if his setup worked well. He wants to control the result quickly.

Check deposit creation

As mentioned above, the Apex EXTAPIScheduledCreation class creates deposits from eligible invoices. Let's look at the original invoice to verify this.

Steps

1. Return to your invoice earlier and check that a deposit record has been created via the list view. Note: One record per eligible invoice is expected.
2. Make sure that all mandatory fields are included in the deposit.
3. Check that the To be corrected field contains an error message with the list of missing mandatory fields  - if applicable.
4. Also check that the PDF Invoice field contains the link to the PDF record of the invoice.
5. Check that the Final deposit status field contains the value: Ready for deposit.  

Reminder: Technical fields are also  present in the Repository object (External API):

Check the deposit on the Chorus Pro platform

Once the deposit batch has been launched, the final deposit status field contains the value: Integrated flow (for a successful deposit).

Steps

1. Connect to the Chorus Pro qualification environment (test environment):

• Url: https: //chorus-pro.gouv.fr/qualif/utilisateur?execution=e1s1

• Login: platform customer technical username

• Pass:  customer password

2. Check that invoices have been sent.