Refresh in-repo AL documentation for E-Document, Shopify, Privacy Notice and API Reports

[Groenbech96]

What & why

Refreshes the in-repo AL documentation (CLAUDE.md and docs/*.md files that live alongside the apps) for four apps whose docs had drifted behind the code.

This is documentation only -- no AL source is touched. 62 files: 56 markdown files plus six .docs-updated marker files.

Updates are change-driven, not a rewrite. For each app I established the baseline from the commit that last wrote its docs, diffed every commit since, mapped each changed AL object to the documentation that describes it, and updated only the affected sections. Existing narrative and voice were preserved.

App	Docs baseline	Drift covered
E-Document Core	a090c078 (2026-03-25)	55 commits, 149 AL files
Shopify Connector	3227a356 (2026-04-14)	48 commits
Privacy Notice	41e62038 (2026-05-11)	2 commits
API Reports - Finance	f5e9cbee (2026-03-20)	1 commit

DataCorrectionFA also has docs but has had no AL changes since they were written, so it is untouched.

The commits are kept separate so each app can be reviewed independently.

A third commit adds .docs-updated markers for the four documented apps that lacked one. Previously only Shopify had markers, so every other app's baseline had to be inferred from the git history of its docs folder -- which is precisely how E-Document drifted 55 commits behind unnoticed. All 82 doc-bearing folders in the repo now roll up under one of six markers, giving the next refresh an explicit baseline.

E-Document Core

The docs were created in March and only three files were ever refreshed since; the 18 module-level docs had not been touched at all.

• Import V2 is now the default for new services, with the draft format selected on the service record. Documented the pipeline stages, the reader interfaces, and how a partner plugs in a new inbound format (Default new E-Document services to import v2 and let users select the draft format #9702).
• Data Exchange definitions moved from labels to app resource files ([E-Document] Move Data Exchange definitions from labels to app resource files #9737), and the v2 bridge lets those definitions feed the V2 pipeline ([E-Document] Data Exchange v2 import handler (bridge pattern) #7565). Access = Internal was removed from the Data Exchange Impl. codeunit ([E-Document] Remove Access = Internal from E-Doc. Data Exchange Impl. codeunit #9014).
• PEPPOL now lives in a standalone app under src/Apps/W1/PEPPOL (PEPPOL onboarding: move E-Document to standalone PEPPOL app + test fixes #8498). Added the EDI flows: purchase order send path ( [E-Documents Core] [Peppol] - Enabling EDI capabilities with E-Documents. Send path (Purchase Order → E Document). #7796), sales order receive path ([E-Documents Core] [Peppol] - Enabling EDI capabilities with E-Documents. Receive path (Sales Order ← E‑Document) #8558), and order response message handling ([E-Documents Core] [Peppol] - Enabling EDI capabilities with E-Documents. PEPPOL Order Response Message Handling #8698).
• New structured format readers, including XRechnung (Add XRechnung structured format reader for inbound e-documents #9690) and OIOUBL ([E-Document Formats][OIOUBL] Migrate NAV PR 247162 into BCApps #9682).
• Corrected stale documentation that still described the E-Document Purchase Order Matching Copilot as current. It is obsoleted (Obsolete E-Document Purchase Order Matching Copilot #9572); AI-assisted line matching now happens at import time via E-Doc. AI Tool Processor.
• Document date, due date and configurable default posting date behaviour (Bug 623926: Add configurable default posting date for e-document purchases #7953, [Payables Agent] set Document Date and Due Date on Incomming Document when Draft is created #9575, Fix Document Date for e-document purchase invoice duplicate check #8740), plus VAT rate resolution and VAT amount difference (Add VAT rate resolution and VAT amount difference for E-Document purchases #8251).
• E-Document Purchase Header / Purchase Line exposed for country-app consumers ([E-Document] Expose E-Document Purchase Header / Line for country-app consumers #8379), and Sales Header/Line data sensitivity classification (Classify E-Document Sales Header/Line data sensitivity #9105).
• Confirmed the E-Document Header Mapping / Line Mapping tables are retained for compatibility only and are not part of the V2 draft flow.

Shopify Connector

• Unlisted product status and the new ICreateProductStatusValue implementation ([Shopify] Add Unlisted product status #9321, [Shopify] Add Unlisted to Status for Created Products and update status tooltip #9581).
• HS code and country of origin, carried on the variant and gated by the Shop's "Sync HS Code and Country" field ([Shopify] Import HS code and country of origin from Shopify #9320, [Shopify] Sync HS Code and Country of Origin on variant export #7414).
• Order tax lines can now hang off order shipping charges ([Shopify] Store tax lines linked to order shipping charges #9537), and market-driven shipping methods are fetched through new GraphQL queries.
• Return-with-exchange refunds: the "Is Exchange Item" order line flag and the synthetic negative refund lines that keep the credit memo total matching Refund.totalRefundedSet ([Shopify] Fix incorrect G/L line on credit memo for refund with exchange item #8554).
• Credit memo creation is skipped while a refund transaction is pending ([Shopify] Skip refund credit memo while transaction is pending #9112).
• Order mapping keeps a manually set Sell-to Customer No. when Bill-to mapping fails ([Shopify] Preserve manually set Sell-to Customer No. when Bill-to mapping fails #9316), and creates a BC customer when Shopify has no default address ([Shopify] Create BC customer on order import when Shopify customer has no default address #9188).
• Bulk price sync surfaces skipped records and the sent JSONL ([Shopify] Surface skipped records and sent JSONL for bulk price sync #9211), and decides bulk versus single on the count of changed prices ([Shopify] Base price-sync bulk threshold on changed price count #9126).
• Corrected the GraphQL rate limiter wait calculation ([Shopify] Fix GraphQL rate limiter under-waiting after elapsed time #9146) and the query count.
• Auto Create Catalog renamed to Auto Create B2B Catalog, now always visible with plan validation on enable ([Shopify] Rename 'Auto Create Catalog' to 'Auto Create B2B Catalog' caption and tooltip #8647, [Shopify] Auto Create Catalog: always visible, validate plan on enable #8213).
• Belgium Enterprise No. tax ID mapping ([Shopify] Add Belgium localization for company tax id mapping (Enterprise No.) #9138) and ISO country code tax area filtering ([Shopify] Use ISO country code when filtering Shpfy Tax Area on customer/company export #8072).
• Fixed a stale claim in the Test docs that 3 tests were disabled via app-local DisabledTests/*.json. Those files were deleted in [Shopify] Re-enable and fix legacy pricing tests #8274 and the folder no longer exists; disabled-test filtering now comes from central DisabledTests/<app>/ folders discovered by build/scripts/RunTestsInBcContainer.ps1.

Privacy Notice

• Registered the Microsoft Copilot privacy notice, whose default approval is keyed to the EU Data Boundary (not ALCopilotFunctions.IsWithinEUDB()), so EEA environments start unapproved and require an explicit admin decision (Added new privacy policy for BizChat depending on Microsoft Copilot 365 with EEA environments behavior changes #9206).
• Noted the inherent permissions on the public facade that let service-invoked callers reach it without holding Privacy Notice permissions (Make service-invoked System Application facades callable by any user (Privacy Notice + Page Summary Provider) #9482).

API Reports - Finance

• The six API queries now carry AboutText, consumed by MCP tooling for tool selection ([MCP] Add Query API tool support to MCP configuration #6670). Documented that this is a functional description aimed at an agent, not a caption.

Linked work

Fixes AB#644610
Fixes AB#644608

No GitHub issue. This is a documentation-only maintenance refresh of the docs that live alongside these apps, not a product change, so there is no user-facing bug to file. Tracked internally by the two ADO tasks above.

How I validated this

• I read the full diff and it contains only changes I intended.
• I built the affected app(s) locally with no new analyzer warnings. (Not applicable -- no AL source changed. See below.)
• I ran the change in Business Central and confirmed it behaves as expected. (Not applicable -- documentation only.)
• I added or updated tests for the new behavior, or explained below why none are needed.

What I tested and the outcome

Since this changes no compiled code, validation was about factual accuracy rather than build or runtime behaviour. Claims were checked against the AL source at d86ecf32:

• git diff --name-only confirms only .md files and the two .docs-updated markers changed. Zero .al files.
• E-Document: enumerated the actual interfaces under src/Processing and reconciled them against the extensibility docs. This caught a wrong pre-existing claim -- the old docs documented an IPurchaseInvoiceProvider interface that does not exist. The real interfaces are IEDocumentCreatePurchaseInvoice, IEDocumentCreatePurchaseCreditMemo and IEDocumentCreateSalesOrder, which the refreshed docs now use. Also verified the Copilot ObsoleteReason text, the standalone PEPPOL app.json, and that the only remaining reference to E-Document Line Mapping outside its own definition is the data-classification registration in EDocumentSubscribers.
• Shopify: verified Shpfy Shop field 208 "Find Mapping by Barcode" and field 209 "Sync HS Code and Country", Unlisted on both product-status enums, Shpfy Order Line field 22 "Is Exchange Item", and ShpfyShippingCharges.UpdateShippingCostInfos. Verified the GraphQL claim numerically: 149 .graphql resource files matches 149 ShpfyGraphQLType enum values. Verified the DisabledTests correction by confirming the folder is gone and reading Get-DisabledTests in RunTestsInBcContainer.ps1. Verified BindSubscription(BulkOpSubscriber) appears only in ShpfyWebhooksTest.
• Privacy Notice: read GetMicrosoftCopilotID, TryGetMicrosoftCopilotDefaultApproval and the InherentEntitlements/InherentPermissions declarations.
• API Reports: confirmed AboutText is on exactly the six query objects and no pages.
• Style and integrity checks all clean: git diff --check, no em dashes, no unclosed code fences, correct list spacing, no broken anchor links, all files CRLF.
• No tests are needed because no product behaviour changed.

I used agents to draft the per-module updates, then reviewed the diffs myself and corrected several things on top of their output: a speculative TODO about the Shopify bulk subscriber binding path (it is bound in ShpfyWebhooksTest), a TODO about the E-Document mapping tables (resolved by checking actual usage), the "Sync HS Code and Country" field name versus its caption, a missing IProcessStructuredDataSales reference in the sales guidance, and LF line endings on six Test files that should have been CRLF.

Risk & compatibility

None. Documentation only -- no runtime, upgrade, permission, or telemetry impact, and nothing that affects the compiled apps.

Two things worth a reviewer's eye:

1. The E-Document Import extensibility doc was reorganized, not just appended to. Four narrow sections were consolidated into "Customize purchase resolution" and "Customize purchase finalization", and new sections were added for the Data Exchange bridge and sales order import. I checked the specific knowledge survived (provider defaults, the obsolete IPurchaseLineAccountProvider note, UOM resolution order), but the section structure did change.
2. The docs now assert fairly specific behaviour in areas I did not exercise in a container, particularly the PEPPOL send/receive/order-response flows, the E-Document V2 reader pipeline, and Shopify refund exchange lines. Statements are traced to source, but confirmation from the owners of those areas would be valuable.

Shopify docs were deliberately left untouched for Payments and Order Fulfillments -- their only changes in the range were timestamp caption and tooltip wording with no behavioural meaning.

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This supersedes #9808 (Shopify) and #9811 (E-Document), which are closed in favour of this single PR.