Invoice AG-2026-0005 Draft Draft
Supplier
garg GmbH
Musterstr. 1, 12345 Musterstadt
Phone: 0123-456789
Email: rahulgrg.200@gmail.com
Customer
Rahul Garg
#384/7 new colony adarsh gali no. 2
#384/7
rahulgrg.200@gmail.com
09306019728
Invoice Date
09.06.2026
Due Date
23.06.2026
Retention Until
—
Line Items
Description Type Qty Unit Price Total
fixed Other 1.00 hours 200.00 EUR 238.00 EUR
Subtotal 200.00 EUR
VAT (19.00%) 30.40 EUR
Total 190.40 EUR
Notes

fix

Manager Review — Reminders & Auto-Escalation

Verify reminder emails are sent and next escalation is automatically scheduled.

1. Trigger First Reminder (Test)

Use the API or wait for an invoice to become overdue:

POST /api/v1/invoices/<uuid>/reminders/trigger/

Expected: Reminder L1 scheduled and email sent via Brevo.

2. Send Reminder Now (Manual Test)
POST /api/v1/invoices/<uuid>/reminders/send/
{"level": 1}

Check delivery status: sent → delivered (via Brevo webhook).

3. Check Reminder Status
GET /api/v1/invoices/<uuid>/reminders/status/

Verify:

  • reminder_level increases after each sent reminder
  • next_reminder_scheduled_at is set (auto-scheduled)
  • escalation_complete = true when max level reached
4. View Reminder History
GET /api/v1/invoices/<uuid>/reminders/

Should show full history per invoice with delivery status.

Acceptance Criteria:
  • Approved reminder sent via email (reuses email delivery)
  • Next escalation automatically scheduled based on tenant config
  • Max level reached → escalation_complete flagged for manual action
  • Reminder history tracked per invoice
  • Delivery tracking (sent, delivered, bounced, failed)
Manager Review — Audit Trail (GoBD Compliance)

Verify immutable audit trail records every invoice status change and action.

1. View Audit Logs via API

List all audit logs (paginated):

GET https://app.taskfree.de/api/v1/files/audit-logs/

Returns all audit log entries across the platform.

Single audit log entry:

GET https://app.taskfree.de/api/v1/files/audit-logs/<uuid:pk>/

Get details of a specific audit log entry by ID.

2. Verify Logged Actions

Perform these actions on an invoice and verify each creates an audit log:

  • Create invoice
  • Finalize / approve invoice
  • Send invoice to customer
  • Mark invoice as paid
  • Void invoice
  • Reissue invoice
3. Verify Audit Log Fields

Each audit log entry must contain:

  • timestamp — when action occurred
  • tenant_id — company/tenant identifier
  • user_id — who performed the action
  • entity_type — e.g., invoice
  • entity_id — invoice UUID
  • action — e.g., created, issued, sent, paid, voided
  • old_status / new_status — status transition
  • metadata — additional context
4. Verify Immutability

Attempt to modify or delete an audit log entry via Django admin or database — this should be prevented or not exposed in the UI.

Acceptance Criteria:
  • Append-only audit log table
  • Records: timestamp, tenant_id, user_id, entity_type, entity_id, action, old_status, new_status, metadata
  • Covers: created, validated, approved, issued, sent, paid, voided
  • Cannot be modified or deleted
  • Queryable by pipeline_run_id, tenant_id, entity_id
  • GoBD-compliant immutable audit trail