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docs: end-to-end SUMIT integration guide#16

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BenKalsky merged 1 commit into
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Jun 27, 2026
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docs: end-to-end SUMIT integration guide#16
BenKalsky merged 1 commit into
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docs/sumit-integration-guide

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Comprehensive field notes from a full production integration (Aura) that SUMIT's docs don't cover — so future consumers of this package don't relearn it the hard way:

  • Auth: Credentials body object, not Bearer.
  • Tokenise with CreateToken (not BindFormSubmit).
  • Real trials via Items[].Date_Start (deferred first charge).
  • Triggers ≠ Stripe webhooks: a trigger fires from a view and POSTs the view record (Folder/EntityID/Type/Properties) with no EventType and ambiguous field names → the id-match promotion strategy.
  • The ?secret= base64-in-query 401 gotcha (+→space).
  • getpdf returns the PDF binary, not a JSON URL.
  • DocumentLanguage (English=1).
  • Hardening: idempotency guard, trial-conversion safety net, period-end finalizer.
  • A failure-mode → fix timeline.

🤖 Generated with Claude Code

Field notes from a full production integration that SUMIT's own docs don't
cover: Credentials (not Bearer) auth, CreateToken (not BindFormSubmit),
Date_Start trials, the view-shaped webhook trigger (no EventType, ambiguous
field names) + the id-match promotion strategy, the ?secret= base64-in-query
401 gotcha, getpdf returning the PDF binary, DocumentLanguage, and the
hardening (idempotency, trial-conversion safety net, period-end finalizer).
Includes a failure-mode→fix timeline.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
@BenKalsky BenKalsky merged commit 3d3e50d into main Jun 27, 2026
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@BenKalsky BenKalsky deleted the docs/sumit-integration-guide branch June 27, 2026 13:48

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💡 Codex Review

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Reviewed commit: 877c412562

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Comment thread docs/INTEGRATION_GUIDE.md
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BenKalsky added a commit that referenced this pull request Jun 29, 2026
…e promotion (#18)

Codex review (#16):
- getpdf: Original is required by SUMIT's request schema; omitting it rejects
  the request before the PDF streams. Marked required + clarified DocumentID
  vs DocumentType/DocumentNumber pair.
- view-charge promotion: matching an unmapped view record on sumitCustomerId
  alone can promote an unrelated successful charge (one-off invoice, different
  product) to recurring.charged. Require the sumitRecurringId marker.

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
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