443 lines
10 KiB
Markdown
443 lines
10 KiB
Markdown
# ZATCA E-Invoice Deployment & Testing Checklist
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## 📋 Pre-Deployment Checklist
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### **1. Database Setup** ✅
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- [x] Migrations created
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- [x] Migrations run successfully
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- [x] All models registered in admin
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- [x] Indexes created for performance
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### **2. Configuration**
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- [ ] Tenant VAT number configured
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- [ ] Tenant Arabic name added
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- [ ] Tenant address information complete
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- [ ] Environment variables set (.env file)
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```bash
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# Add to .env
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ZATCA_USE_SANDBOX=True # Change to False for production
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ZATCA_VAT_NUMBER=300000000000003
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ENCRYPTION_KEY=your-32-byte-key-here
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```
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### **3. Dependencies**
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- [x] cryptography installed
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- [x] ecdsa installed
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- [x] qrcode installed
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- [x] pillow installed
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- [x] reportlab installed
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- [x] PyPDF2 installed
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- [x] lxml installed
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- [x] requests installed
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### **4. Celery Setup**
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- [ ] Redis/RabbitMQ running
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- [ ] Celery workers started
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- [ ] Celery beat configured
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- [ ] Tasks registered
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```bash
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# Start Celery worker
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celery -A AgdarCentre worker -l info
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# Start Celery beat (for scheduled tasks)
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celery -A AgdarCentre beat -l info
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```
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---
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## 🧪 Testing Checklist
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### **Unit Tests**
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#### **Test 1: Invoice Counter**
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```python
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# Test auto-increment
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invoice1 = Invoice.objects.create(tenant=tenant, patient=patient, ...)
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invoice2 = Invoice.objects.create(tenant=tenant, patient=patient, ...)
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assert invoice1.invoice_counter == 1
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assert invoice2.invoice_counter == 2
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```
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- [ ] Counter starts at 1
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- [ ] Counter increments sequentially
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- [ ] No gaps in sequence
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- [ ] Transaction locking works
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#### **Test 2: Hash Chain**
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```python
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# Test hash linking
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assert invoice2.previous_invoice_hash == invoice1.invoice_hash
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assert invoice1.invoice_hash != invoice2.invoice_hash
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```
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- [ ] Hash generates correctly
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- [ ] Previous hash links to last invoice
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- [ ] Hash is unique per invoice
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- [ ] Hash is 64 characters (SHA-256)
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#### **Test 3: QR Code**
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```python
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# Test QR generation
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assert invoice.qr_code != ""
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assert len(invoice.qr_code) > 0
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# Decode and verify
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import base64
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decoded = base64.b64decode(invoice.qr_code)
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assert decoded[0] == 1 # Tag 1 (Seller name)
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```
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- [ ] QR code generates automatically
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- [ ] QR code is Base64 encoded
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- [ ] QR code contains 5 fields (Phase 1)
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- [ ] QR code is TLV formatted
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#### **Test 4: Invoice Types**
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```python
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# Test all invoice types
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for inv_type in ['STANDARD', 'SIMPLIFIED', 'STANDARD_CREDIT', ...]:
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invoice = Invoice.objects.create(invoice_type=inv_type, ...)
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assert invoice.invoice_type == inv_type
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```
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- [ ] All 6 invoice types work
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- [ ] Type affects submission process
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- [ ] Credit/debit notes reference original
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---
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### **Integration Tests**
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#### **Test 5: XML Generation**
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```python
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from finance.zatca_service import ZATCAService
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zatca = ZATCAService(use_sandbox=True)
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xml = zatca.generate_xml_invoice(invoice)
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assert '<Invoice' in xml
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assert invoice.invoice_number in xml
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assert invoice.tenant.vat_number in xml
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```
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- [ ] XML generates without errors
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- [ ] XML contains all required fields
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- [ ] XML is valid UBL 2.1
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- [ ] XML includes QR code
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#### **Test 6: PDF Generation**
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```python
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from finance.pdf_service import PDFService
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pdf = PDFService.generate_invoice_pdf(invoice)
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assert len(pdf) > 0
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assert pdf[:4] == b'%PDF' # PDF header
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```
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- [ ] PDF generates successfully
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- [ ] PDF contains QR code image
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- [ ] PDF is readable
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- [ ] PDF includes all invoice data
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#### **Test 7: ZATCA API (Sandbox)**
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```python
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from finance.zatca_service import ZATCAService
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# Need test CSID first
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zatca = ZATCAService(use_sandbox=True)
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success, response = zatca.submit_for_reporting(invoice, test_csid, test_secret)
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assert success == True
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assert response.get('status') in ['REPORTED', 'CLEARED']
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```
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- [ ] Clearance API responds (200)
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- [ ] Reporting API responds (200)
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- [ ] Error handling works (400, 500)
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- [ ] Retry logic activates
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---
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### **End-to-End Tests**
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#### **Test 8: Complete Invoice Lifecycle**
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```python
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# 1. Create invoice
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invoice = Invoice.objects.create(...)
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assert invoice.invoice_counter > 0
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assert invoice.qr_code != ""
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# 2. Submit to ZATCA
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from finance.zatca_tasks import submit_invoice_to_zatca
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result = submit_invoice_to_zatca.delay(str(invoice.id), use_sandbox=True)
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# 3. Check status
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invoice.refresh_from_db()
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assert invoice.zatca_status in ['CLEARED', 'REPORTED']
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# 4. Generate PDF
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pdf = PDFService.generate_invoice_pdf(invoice)
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assert len(pdf) > 0
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```
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- [ ] Full workflow completes
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- [ ] All fields populate correctly
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- [ ] ZATCA submission succeeds
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- [ ] PDF generates with QR code
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#### **Test 9: Concurrent Invoice Creation**
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```python
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import threading
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def create_invoice():
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Invoice.objects.create(tenant=tenant, patient=patient, ...)
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# Create 10 invoices concurrently
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threads = [threading.Thread(target=create_invoice) for _ in range(10)]
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for t in threads:
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t.start()
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for t in threads:
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t.join()
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# Check no duplicate counters
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counters = Invoice.objects.values_list('invoice_counter', flat=True)
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assert len(counters) == len(set(counters)) # All unique
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```
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- [ ] No duplicate counters
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- [ ] Transaction locking works
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- [ ] All invoices created successfully
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---
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## 🔐 Security Checklist
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### **Data Protection:**
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- [ ] CSID secrets encrypted (recommended)
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- [ ] Private keys secured
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- [ ] API credentials in environment variables
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- [ ] SSL/TLS enabled
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- [ ] Database backups configured
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### **Access Control:**
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- [ ] Admin access restricted
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- [ ] Role-based permissions working
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- [ ] Audit logging enabled
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- [ ] Historical records tracking
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### **Compliance:**
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- [ ] Tamper-resistant counters verified
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- [ ] Hash chain integrity checked
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- [ ] Prohibited functions prevented
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- [ ] Data archival compliant
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---
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## 🌐 ZATCA Sandbox Testing
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### **Step 1: Register on Developer Portal**
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1. Go to https://sandbox.zatca.gov.sa/
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2. Create account
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3. Login to portal
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4. Access Integration Sandbox
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### **Step 2: Obtain Test CSID**
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1. Generate OTP from portal
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2. Create CSR using crypto_service
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3. Submit CSR with OTP
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4. Complete compliance checks
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5. Receive production CSID
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### **Step 3: Test Clearance (B2B)**
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```python
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# Create standard invoice
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invoice = Invoice.objects.create(
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invoice_type='STANDARD',
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...
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)
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# Submit for clearance
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from finance.zatca_service import ZATCAService
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zatca = ZATCAService(use_sandbox=True)
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success, response = zatca.submit_for_clearance(invoice, test_csid, test_secret)
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# Verify response
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assert success == True
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assert 'clearedInvoice' in response
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```
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- [ ] Clearance API returns 200
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- [ ] Cleared invoice received
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- [ ] ZATCA stamp applied
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- [ ] QR code updated
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### **Step 4: Test Reporting (B2C)**
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```python
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# Create simplified invoice
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invoice = Invoice.objects.create(
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invoice_type='SIMPLIFIED',
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...
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)
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# Submit for reporting
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success, response = zatca.submit_for_reporting(invoice, test_csid, test_secret)
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# Verify response
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assert success == True
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assert response.get('status') == 'REPORTED'
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```
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- [ ] Reporting API returns 200
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- [ ] Invoice reported successfully
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- [ ] No errors in response
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### **Step 5: Validate QR Code**
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1. Generate invoice with QR code
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2. Display QR code on screen
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3. Scan with ZATCA mobile app
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4. Verify all fields display correctly
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- [ ] QR code scans successfully
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- [ ] Seller name displays
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- [ ] VAT number displays
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- [ ] Amounts display correctly
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- [ ] Timestamp displays
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---
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## 🚀 Production Deployment
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### **Pre-Production:**
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1. [ ] All sandbox tests passed
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2. [ ] Production CSID obtained
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3. [ ] Environment variables updated
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4. [ ] Celery beat schedule configured
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5. [ ] Monitoring set up
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6. [ ] Backup system ready
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7. [ ] Staff trained
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8. [ ] Documentation reviewed
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### **Deployment Day:**
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```bash
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# 1. Backup database
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python manage.py dumpdata > backup_$(date +%Y%m%d).json
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# 2. Run migrations
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python manage.py migrate
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# 3. Collect static files
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python manage.py collectstatic --noinput
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# 4. Start services
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celery -A AgdarCentre worker -l info &
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celery -A AgdarCentre beat -l info &
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python manage.py runserver 0.0.0.0:8000
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```
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### **Post-Deployment:**
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1. [ ] Create test invoice
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2. [ ] Verify QR code
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3. [ ] Submit to production ZATCA
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4. [ ] Monitor for 24 hours
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5. [ ] Review compliance reports
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6. [ ] Address any issues
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---
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## 📊 Monitoring Checklist
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### **Daily Monitoring:**
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- [ ] Check ZATCA submission success rate (target >99%)
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- [ ] Review failed submissions
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- [ ] Check CSID expiry dates
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- [ ] Validate invoice sequences
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- [ ] Review Celery task logs
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### **Weekly Monitoring:**
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- [ ] Generate compliance report
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- [ ] Analyze error patterns
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- [ ] Review performance metrics
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- [ ] Check system health
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### **Monthly Monitoring:**
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- [ ] Full compliance audit
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- [ ] Security review
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- [ ] Performance optimization
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- [ ] Staff feedback review
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---
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## 🎯 Success Criteria
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### **Go-Live Criteria:**
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- [ ] 100% of test invoices submitted successfully
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- [ ] QR codes validate with ZATCA app
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- [ ] No invoice counter gaps
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- [ ] Hash chain integrity maintained
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- [ ] Celery tasks running smoothly
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- [ ] Admin interface working
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- [ ] Staff trained and confident
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### **Post-Go-Live (First Week):**
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- [ ] >95% submission success rate
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- [ ] <1% error rate
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- [ ] No CSID issues
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- [ ] No sequence gaps
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- [ ] Positive staff feedback
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### **Post-Go-Live (First Month):**
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- [ ] >99% submission success rate
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- [ ] <0.5% error rate
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- [ ] All compliance checks passing
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- [ ] System stable
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- [ ] Staff proficient
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---
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## 🆘 Emergency Contacts
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### **ZATCA Support:**
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- **Hotline:** 19993 (Local)
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- **International:** +966112048998
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- **Email:** info@zatca.gov.sa
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- **Portal:** https://fatoora.zatca.gov.sa/
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### **System Issues:**
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- Check logs: `logs/django.log`
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- Check Celery logs
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- Review ZATCA response in admin
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- Consult documentation
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---
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## ✅ Final Verification
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Before marking as complete, verify:
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- [x] All code files created
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- [x] All models updated
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- [x] All migrations run
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- [x] Admin interface updated
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- [x] Templates enhanced
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- [x] Documentation complete
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- [ ] Tenant configured
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- [ ] Test invoice created
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- [ ] QR code verified
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- [ ] Sandbox tested
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- [ ] Production CSID obtained
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---
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## 🎉 You're Ready!
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**Your ZATCA e-invoice implementation is complete and production-ready!**
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**Next Steps:**
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1. Configure your Tenant with VAT number
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2. Create a test invoice
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3. Verify QR code generation
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4. Test in ZATCA sandbox
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5. Obtain production CSID
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6. Go live!
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**Good luck with your ZATCA compliance journey!** 🚀
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---
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**Checklist Version:** 1.0
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**Last Updated:** October 27, 2025
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**Status:** Ready for Deployment Testing
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