EDocument Integration

Integration app for sending and receiving PEPPOL e-documents via service providers (B2B Router, Recommand).

This app extends the edocument app by providing integration capabilities with PEPPOL service providers for:

• Sending e-documents: Transmit PEPPOL invoices and credit notes via API to service providers
• Receiving e-documents: Receive incoming documents via webhooks and polling
• Automatic processing: Incoming documents are automatically processed and create EDocument records

Installation

This app requires the edocument app to be installed first.

You can install this app using the bench CLI:

cd $PATH_TO_YOUR_BENCH
bench get-app https://github.com/prilk-consulting/edocument_integration --branch $MAJOR_VERSION
bench install-app edocument_integration

Please use a branch (MAJOR_VERSION) that matches the major version of ERPNext you are using. For example, version-14 or version-15. If you are a developer contributing new features, you'll want to use the develop branch instead.

Setup

EDocument Integration Settings

Configure integration with PEPPOL service providers using the EDocument Integration Settings doctype:

1. Go to EDocument Integration Settings (available in the EDocument Integration module)
2. Create a new document
3. Configure the following:
   • EDocument Profile: Select "PEPPOL" (or your configured profile)
   • Company: Select the company for which this integration applies
   • EDocument Integrator: Choose your service provider:
     • B2B Router: For B2B Router integration
     • Recommand: For Recommand integration
   • API Configuration: Enter your API credentials:
     • API Key: Your service provider API key
     • API Secret: Your service provider API secret (for Recommand)
     • Base URL: Your service provider's API base URL
     • Account ID: Your account identifier (for B2B Router, also used as team_id for Recommand)
     • Company ID: Your company identifier (for Recommand)

Recommand Setup

Getting API Credentials

To use Recommand integration, you need to obtain your API credentials from the Recommand dashboard:

1. Log in to your Recommand account at https://peppol.recommand.eu
2. Navigate to Settings → API Keys
3. Generate or copy your API Key and API Secret
4. Note your Team ID (Account ID) and Company ID from the settings page

Recommand Settings Configuration

In the Recommand dashboard, you can:

• View your Team ID (used as Account ID in integration settings)
• View your Company ID
• Configure webhook URLs for receiving incoming documents
• Monitor document transmission status
• Access API documentation

Important: Make sure to copy the exact values from your Recommand dashboard to the EDocument Integration Settings form.

Webhook Configuration

For receiving incoming documents via webhook:

1. Configure your webhook URL in your service provider's dashboard
2. The webhook URL format is: https://your-domain.com/api/method/edocument_integration.api.webhook
3. The webhook will automatically:
   • Detect the document profile from XML
   • Create an EDocument record
   • Attach the XML file
   • Validate the XML automatically

Polling Configuration

For receiving incoming documents via polling:

1. In EDocument Integration Settings, click the "Poll Incoming Documents" button
2. This will fetch new documents from your service provider's inbox
3. Each document will be automatically processed and create an EDocument record
4. The system will automatically detect the profile and validate the XML

Automatic Polling: The app includes a scheduled task that automatically polls for incoming documents every hour. This runs for all active integration settings with Recommand integrator.

Usage

Sending E-Documents

To send a PEPPOL e-document via API:

1. Create an EDocument record:
   • Set Source Type (e.g., "Sales Invoice")
   • Set Source Document (the Sales Invoice name)
   • Select EDocument Profile (e.g., "PEPPOL")
2. Click Generate XML to create the PEPPOL XML
3. The XML is automatically validated
4. Click Transmit via API button (available when integration settings are configured)
5. The document will be transmitted to your configured service provider
6. A success message will display the transmission ID and tracking information

Receiving E-Documents

Incoming documents are automatically processed when received via:

• Webhook: Real-time processing when documents are delivered
• Polling: Manual or scheduled polling of the inbox

Processed documents create EDocument records that can be:

• Validated against XSD and Schematron rules
• Parsed to create Purchase Invoice documents in ERPNext
• Reviewed before creating ERPNext documents

Creating Purchase Invoices from Incoming Documents

After receiving an incoming document:

1. Open the EDocument record
2. Review the validation results
3. Click Create & Review Document to open a Purchase Invoice with prefilled data
4. Or click Create Document to automatically create and save a Purchase Invoice

Supported Service Providers

B2B Router

• API Documentation: B2B Router API
• Features:
  • Send documents via API
  • Poll inbox for incoming documents
  • Support for multiple accounts

Recommand

• API Documentation: Recommand PEPPOL API
• GitHub: Recommand PEPPOL
• Features:
  • Send documents via API
  • Webhook support for incoming documents
  • Poll inbox for incoming documents
  • Support for multiple companies
  • Document verification
  • Transparent pricing

API Endpoints

Webhook Endpoint

URL: /api/method/edocument_integration.api.webhook

Method: POST

Description: Receives incoming documents from service providers

Authentication: Public endpoint (configured in service provider dashboard)

Request Body: PEPPOL UBL XML document

Response:

{
  "status": "success",
  "result": {
    "edocument": "EDOC-00001"
  }
}

Transmit E-Document

URL: /api/method/edocument_integration.api.transmit_edocument

Method: POST

Parameters:

• edocument_name: Name of the EDocument to transmit

Description: Transmits a PEPPOL e-document to the configured service provider

Response:

{
  "status": "success",
  "document_id": "doc-123",
  "tracking_id": "track-456",
  "response": {...}
}

Poll Incoming Invoices

URL: /api/method/edocument_integration.api.poll_incoming_invoices

Method: POST

Parameters:

• profile: EDocument Profile name (required)
• company: Company name (optional)

Description: Manually poll for incoming invoices and create EDocument records

Response:

{
  "status": "success",
  "message": "Processed 2 invoice(s)",
  "edocuments": [
    {
      "edocument": "EDOC-00001",
      "document_id": "doc-123",
      "profile": "PEPPOL"
    }
  ]
}

Architecture

The integration app follows a modular architecture:

Core Components

• api.py: Main API endpoints for transmission, webhooks, and polling
• recommand_api.py: Recommand PEPPOL API client implementation
• b2brouter_api.py: B2B Router API client implementation
• edocument_integration_settings/: DocType for integration configuration

Integration Flow

1. Outgoing Documents:

   • EDocument → Generate XML → Validate → Transmit via API → Update status

2. Incoming Documents:

   • Webhook/Polling → Receive XML → Create EDocument → Detect Profile → Validate → Parse to Purchase Invoice

Troubleshooting

Transmission Failures

• Check API credentials in EDocument Integration Settings
• Verify Company ID and Account ID are correct
• Ensure the EDocument is validated before transmission
• Check service provider logs for detailed error messages

Polling Issues

• Verify integration settings are saved and active
• Check API credentials are correct
• Ensure Company ID and Account ID are configured
• Review error logs in Frappe for detailed error messages

Webhook Not Receiving Documents

• Verify webhook URL is correctly configured in service provider dashboard
• Check that the endpoint is publicly accessible
• Review request logs in Frappe for incoming webhook requests
• Ensure the XML format is valid PEPPOL UBL 2.1

Contributing

This app uses pre-commit for code formatting and linting. Please install pre-commit and enable it for this repository:

cd apps/edocument_integration
pre-commit install

Pre-commit is configured to use the following tools for checking and formatting your code:

• ruff
• eslint
• prettier
• pyupgrade

License

Copyright (C) 2025 Prilk Consulting BV

This program is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version.

This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.

You should have received a copy of the GNU General Public License along with this program. If not, see https://www.gnu.org/licenses/.