Daily Summaries (Resúmenes Diarios)

Overview

Daily summaries (Resúmenes Diarios) are special documents used to send boletas (sales receipts) to SUNAT in batches. Instead of sending each boleta individually, you group them by emission date and send one summary document.

Daily summaries use the RC (Resumen de Comprobantes) document type and follow an asynchronous processing model - you receive a ticket and must query for the final CDR.

Why Use Daily Summaries?

Legal Requirement

SUNAT requires boletas to be sent via daily summaries unless using immediate boletas (which require higher security).

Performance

Sending hundreds of boletas individually would be slow and inefficient. Summaries allow batch processing.

Deadline

Daily summaries must be sent within 3 calendar days of the boleta emission date (not counting the emission day itself).

Modifications

You can include document modifications (annulments) in the same summary.

Document Structure

Summary Naming Convention

RC-{YYYYMMDD}-{NNN}

Examples:
RC-20250902-001  (First summary for September 2, 2025)
RC-20250902-002  (Second summary for September 2, 2025)

Creating a Daily Summary

public function createDailySummary(array $data): DailySummary
{
    return DB::transaction(function () use ($data) {
        // Validate and get entities
        $company = Company::findOrFail($data['company_id']);
        $branch = Branch::where('company_id', $company->id)
                       ->where('id', $data['branch_id'])
                       ->firstOrFail();
        
        // Get next correlative for summaries
        $correlativo = $this->getNextSummaryCorrelative($company->id, $data['fecha_resumen']);
        
        // Create daily summary
        $summary = DailySummary::create([
            'company_id' => $company->id,
            'branch_id' => $branch->id,
            'correlativo' => $correlativo,
            'fecha_generacion' => $data['fecha_generacion'],
            'fecha_resumen' => $data['fecha_resumen'],
            'ubl_version' => $data['ubl_version'] ?? '2.1',
            'moneda' => $data['moneda'] ?? 'PEN',
            'estado_proceso' => 'GENERADO',
            'detalles' => $data['detalles'],
            'estado_sunat' => 'PENDIENTE',
            'usuario_creacion' => $data['usuario_creacion'] ?? null,
        ]);

        return $summary;
    });
}

Automatic Summary from Boletas

public function createSummaryFromBoletas(array $data): DailySummary
{
    return DB::transaction(function () use ($data) {
        // Get boletas by date range and company
        $boletas = Boleta::where('company_id', $data['company_id'])
                        ->where('branch_id', $data['branch_id'])
                        ->whereDate('fecha_emision', $data['fecha_resumen'])
                        ->where('estado_sunat', 'PENDIENTE')
                        ->whereNull('daily_summary_id') // Only boletas not in summary
                        ->get();
        
        if ($boletas->isEmpty()) {
            throw new Exception('No pending boletas for selected date');
        }
        
        // Create summary details from boletas
        $detalles = [];
        foreach ($boletas as $boleta) {
            $detalles[] = [
                'tipo_documento' => $boleta->tipo_documento,
                'serie_numero' => $boleta->serie . '-' . $boleta->correlativo,
                'estado' => '1', // Status 1 = Addition
                'cliente_tipo' => $boleta->client->tipo_documento ?? '1',
                'cliente_numero' => $boleta->client->numero_documento ?? '00000000',
                'total' => $boleta->mto_imp_venta,
                'mto_oper_gravadas' => $boleta->mto_oper_gravadas,
                'mto_oper_exoneradas' => $boleta->mto_oper_exoneradas,
                'mto_oper_inafectas' => $boleta->mto_oper_inafectas,
                'mto_oper_gratuitas' => $boleta->mto_oper_gratuitas,
                'mto_igv' => $boleta->mto_igv,
                'mto_isc' => $boleta->mto_isc ?? 0,
                'mto_icbper' => $boleta->mto_icbper ?? 0,
            ];
        }
        
        // Data for summary
        $summaryData = array_merge($data, [
            'detalles' => $detalles,
            'fecha_generacion' => now()->toDateString(),
        ]);
        
        // Create summary
        $summary = $this->createDailySummary($summaryData);
        
        // Link boletas to summary
        foreach ($boletas as $boleta) {
            $boleta->update(['daily_summary_id' => $summary->id]);
        }
        
        return $summary;
    });
}

Greenter Implementation

Creating Summary Object

public function createSummary(array $summaryData): Summary
{
    $summary = new Summary();
    
    // Basic configuration
    $summary->setFecGeneracion(new \DateTime($summaryData['fecha_resumen']))
            ->setFecResumen(new \DateTime($summaryData['fecha_generacion']))
            ->setCorrelativo($summaryData['correlativo'])
            ->setCompany($this->getGreenterCompany());

    // Create summary details
    $details = [];
    foreach ($summaryData['detalles'] as $detalleData) {
        $detail = new SummaryDetail();
        
        $detail->setTipoDoc($detalleData['tipo_documento'])
               ->setSerieNro($detalleData['serie_numero'])
               ->setEstado($detalleData['estado'])
               ->setClienteTipo($detalleData['cliente_tipo'])
               ->setClienteNro($detalleData['cliente_numero'])
               ->setTotal($detalleData['total'])
               ->setMtoOperGravadas($detalleData['mto_oper_gravadas'] ?? 0)
               ->setMtoOperExoneradas($detalleData['mto_oper_exoneradas'] ?? 0)
               ->setMtoOperInafectas($detalleData['mto_oper_inafectas'] ?? 0)
               ->setMtoIGV($detalleData['mto_igv'] ?? 0);

        // Optional fields
        if (isset($detalleData['mto_oper_exportacion'])) {
            $detail->setMtoOperExportacion($detalleData['mto_oper_exportacion']);
        }

        if (isset($detalleData['mto_oper_gratuitas'])) {
            $detail->setMtoOperGratuitas($detalleData['mto_oper_gratuitas']);
        }

        if (isset($detalleData['mto_isc'])) {
            $detail->setMtoISC($detalleData['mto_isc']);
        }

        if (isset($detalleData['mto_icbper'])) {
            $detail->setMtoICBPER($detalleData['mto_icbper']);
        }

        if (isset($detalleData['mto_otros_cargos'])) {
            $detail->setMtoOtrosCargos($detalleData['mto_otros_cargos']);
        }

        // Referenced document (for credit/debit notes)
        if (isset($detalleData['documento_referencia']) && !empty($detalleData['documento_referencia'])) {
            $docRef = new \Greenter\Model\Sale\Document();
            $docRef->setTipoDoc($detalleData['documento_referencia']['tipo_documento'])
                   ->setNroDoc($detalleData['documento_referencia']['numero_documento']);
            $detail->setDocReferencia($docRef);
        }

        // Perception (optional)
        if (isset($detalleData['percepcion']) && !empty($detalleData['percepcion'])) {
            $percepcion = new SummaryPerception();
            $percepcion->setCodReg($detalleData['percepcion']['cod_regimen'])
                      ->setTasa($detalleData['percepcion']['tasa'])
                      ->setMtoBase($detalleData['percepcion']['monto_base'])
                      ->setMto($detalleData['percepcion']['monto'])
                      ->setMtoTotal($detalleData['percepcion']['monto_total']);
            $detail->setPercepcion($percepcion);
        }

        $details[] = $detail;
    }

    $summary->setDetails($details);

    return $summary;
}

Asynchronous Processing

Sending to SUNAT

Daily summaries use asynchronous processing - SUNAT returns a ticket instead of immediate CDR:

public function sendDailySummaryToSunat(DailySummary $summary): array
{
    try {
        $company = $summary->company;
        $greenterService = new GreenterService($company);
        
        // Prepare data for Greenter
        $summaryData = $this->prepareSummaryData($summary);
        
        // Create Greenter document
        $greenterSummary = $greenterService->createSummary($summaryData);
        
        // Send to SUNAT
        $result = $greenterService->sendSummaryDocument($greenterSummary);
        
        if ($result['success']) {
            // Save files
            $xmlPath = $this->fileService->saveXml($summary, $result['xml']);
            
            // Update summary
            $summary->update([
                'xml_path' => $xmlPath,
                'estado_proceso' => 'ENVIADO',
                'estado_sunat' => 'PROCESANDO',
                'ticket' => $result['ticket'],
                'codigo_hash' => $this->extractHashFromXml($result['xml']),
            ]);
            
            return [
                'success' => true,
                'document' => $summary->fresh(),
                'ticket' => $result['ticket']
            ];
        } else {
            // Update error status
            $summary->update([
                'estado_proceso' => 'ERROR',
                'respuesta_sunat' => json_encode($result['error'])
            ]);
            
            return [
                'success' => false,
                'document' => $summary->fresh(),
                'error' => $result['error']
            ];
        }
        
    } catch (Exception $e) {
        $summary->update([
            'estado_proceso' => 'ERROR',
            'respuesta_sunat' => json_encode(['message' => $e->getMessage()])
        ]);
        
        return [
            'success' => false,
            'document' => $summary->fresh(),
            'error' => (object)['message' => $e->getMessage()]
        ];
    }
}

After sending, the summary enters PROCESANDO status. You must poll for the CDR using the ticket.

Checking Summary Status

public function checkSummaryStatus(DailySummary $summary): array
{
    try {
        if (empty($summary->ticket)) {
            return [
                'success' => false,
                'error' => 'No ticket available for query'
            ];
        }
        
        $company = $summary->company;
        $greenterService = new GreenterService($company);
        
        $result = $greenterService->checkSummaryStatus($summary->ticket);
        
        if ($result['success'] && $result['cdr_response']) {
            // Save CDR
            $cdrPath = $this->fileService->saveCdr($summary, $result['cdr_zip']);
            
            // Update status
            $summary->update([
                'cdr_path' => $cdrPath,
                'estado_proceso' => 'COMPLETADO',
                'estado_sunat' => 'ACEPTADO',
                'respuesta_sunat' => json_encode([
                    'code' => $result['cdr_response']->getCode(),
                    'description' => $result['cdr_response']->getDescription()
                ])
            ]);
            
            return [
                'success' => true,
                'document' => $summary->fresh(),
                'cdr_response' => $result['cdr_response']
            ];
        } else {
            // Error in query
            $summary->update([
                'estado_proceso' => 'ERROR',
                'estado_sunat' => 'RECHAZADO',
                'respuesta_sunat' => json_encode($result['error'])
            ]);
            
            return [
                'success' => false,
                'document' => $summary->fresh(),
                'error' => $result['error']
            ];
        }
        
    } catch (Exception $e) {
        return [
            'success' => false,
            'error' => $e->getMessage()
        ];
    }
}

Polling Strategy

use Illuminate\Support\Facades\Log;

public function pollSummaryStatus(
    DailySummary $summary, 
    int $maxAttempts = 10,
    int $intervalSeconds = 30
): array {
    $attempt = 0;
    
    while ($attempt < $maxAttempts) {
        $attempt++;
        
        Log::info("Polling summary status - Attempt {$attempt}/{$maxAttempts}", [
            'summary_id' => $summary->id,
            'ticket' => $summary->ticket
        ]);
        
        // Check status
        $result = $this->checkSummaryStatus($summary);
        
        if ($result['success']) {
            // CDR received
            return [
                'success' => true,
                'message' => 'Summary accepted',
                'attempts' => $attempt,
                'cdr_response' => $result['cdr_response']
            ];
        }
        
        // Check if it's still processing or actually rejected
        $error = $result['error'];
        if (isset($error->code) && $error->code === '98') {
            // Code 98 = Still processing, continue polling
            if ($attempt < $maxAttempts) {
                sleep($intervalSeconds);
                continue;
            }
        } else {
            // Actual error, stop polling
            return [
                'success' => false,
                'message' => 'Summary rejected',
                'error' => $error,
                'attempts' => $attempt
            ];
        }
    }
    
    // Max attempts reached
    return [
        'success' => false,
        'message' => 'Timeout waiting for CDR',
        'attempts' => $attempt
    ];
}

Summary Detail States

Each item in the summary has a estado field:

Estado	Description	Use Case
1	Addition	Add new boleta to summary
2	Modification	Modify existing boleta (rarely used)
3	Annulment	Cancel/void a boleta

To void a boleta in a summary, set estado: '3' and include the boleta details. This is different from voided documents (comunicaciones de baja).

Complete Workflow Example

Create Boletas

Create boletas throughout the day (estado_sunat: PENDIENTE)

Generate Daily Summary

At end of day (or within 3 days), create summary from pending boletas:

$summary = $documentService->createSummaryFromBoletas([
    'company_id' => $company->id,
    'branch_id' => $branch->id,
    'fecha_resumen' => '2025-09-02',
    'usuario_creacion' => auth()->id()
]);

Send to SUNAT

Send summary and receive ticket:

$result = $documentService->sendDailySummaryToSunat($summary);
$ticket = $result['ticket'];

Poll for CDR

Wait and check status (usually takes 1-5 minutes):

// After 30-60 seconds
$result = $documentService->checkSummaryStatus($summary);

if ($result['success']) {
    // CDR received, boletas now ACEPTADO
}

Update Boletas

When CDR is received, update all linked boletas:

Boleta::where('daily_summary_id', $summary->id)
    ->update(['estado_sunat' => 'ACEPTADO']);

Best Practices

Timing

Send daily - Don’t wait until the 3rd day deadline
Off-peak hours - Send summaries at night when SUNAT is less busy
Multiple summaries - If you have many boletas, split into multiple summaries
Consistent schedule - Send summaries at same time each day

Polling

Initial delay - Wait 30-60 seconds before first status check
Exponential backoff - Increase interval between polls (30s, 60s, 90s…)
Max attempts - Don’t poll forever, set reasonable limit (10-15 attempts)
Queue processing - Use background jobs for polling
Error handling - Distinguish between “still processing” and “rejected”

Data Integrity

Link boletas - Always link boletas to their summary via daily_summary_id
Atomic updates - Use database transactions
Status tracking - Maintain clear status workflow
Audit trail - Log all summary operations
Reconciliation - Verify all boletas are included in summaries

Error Recovery

Retry failed summaries - Summaries can be resent if rejected
Validate before sending - Check all boleta data is complete
Monitor deadlines - Alert when approaching 3-day limit
Handle partial failures - If some boletas fail, create new summary
Document reasons - Keep records of why summaries were rejected

Automated Processing

use Illuminate\Console\Command;

class SendDailySummaries extends Command
{
    protected $signature = 'sunat:send-daily-summaries {date?}';
    protected $description = 'Send daily summaries for pending boletas';
    
    public function handle(DocumentService $documentService)
    {
        $date = $this->argument('date') ?? now()->subDay()->toDateString();
        
        $this->info("Processing summaries for {$date}");
        
        // Get all companies with pending boletas
        $companies = Company::active()->get();
        
        foreach ($companies as $company) {
            foreach ($company->branches as $branch) {
                try {
                    // Check if there are pending boletas
                    $pendingCount = Boleta::where('company_id', $company->id)
                        ->where('branch_id', $branch->id)
                        ->whereDate('fecha_emision', $date)
                        ->where('estado_sunat', 'PENDIENTE')
                        ->whereNull('daily_summary_id')
                        ->count();
                    
                    if ($pendingCount === 0) {
                        continue;
                    }
                    
                    $this->info("Creating summary for {$company->razon_social} - {$branch->nombre}: {$pendingCount} boletas");
                    
                    // Create and send summary
                    $summary = $documentService->createSummaryFromBoletas([
                        'company_id' => $company->id,
                        'branch_id' => $branch->id,
                        'fecha_resumen' => $date,
                    ]);
                    
                    $result = $documentService->sendDailySummaryToSunat($summary);
                    
                    if ($result['success']) {
                        $this->info("✓ Summary sent successfully. Ticket: {$result['ticket']}");
                    } else {
                        $this->error("✗ Failed to send summary: {$result['error']->message}");
                    }
                    
                } catch (\Exception $e) {
                    $this->error("Error processing {$company->razon_social}: {$e->getMessage()}");
                }
            }
        }
        
        $this->info('Done!');
    }
}

Monitoring Dashboard

-- Summary statistics for last 7 days
SELECT 
    DATE(fecha_resumen) as fecha,
    COUNT(*) as total_summaries,
    SUM(CASE WHEN estado_sunat = 'ACEPTADO' THEN 1 ELSE 0 END) as aceptados,
    SUM(CASE WHEN estado_sunat = 'RECHAZADO' THEN 1 ELSE 0 END) as rechazados,
    SUM(CASE WHEN estado_sunat = 'PROCESANDO' THEN 1 ELSE 0 END) as procesando,
    COUNT(DISTINCT company_id) as companies
FROM daily_summaries
WHERE fecha_resumen >= DATE_SUB(CURDATE(), INTERVAL 7 DAY)
GROUP BY DATE(fecha_resumen)
ORDER BY fecha DESC;

Next Steps

Voided Documents

Learn about annulling documents with comunicaciones de baja

CDR Handling

Deep dive into CDR processing

SUNAT Integration

Understand SUNAT endpoints

XML Signing

Digital signature implementation

Get Started

Core Concepts

Guides

Advanced

Overview

Why Use Daily Summaries?

Document Structure

Summary Naming Convention

Creating a Daily Summary

Automatic Summary from Boletas

Greenter Implementation

Creating Summary Object

Asynchronous Processing

Sending to SUNAT

Checking Summary Status

Polling Strategy

Summary Detail States

Complete Workflow Example

Best Practices

Automated Processing

Monitoring Dashboard

Next Steps

Voided Documents

CDR Handling

SUNAT Integration

XML Signing

Build docs developers (and LLMs) love

Get Started

Core Concepts

Guides

Advanced

​Overview

​Why Use Daily Summaries?

​Document Structure

​Summary Naming Convention

​Creating a Daily Summary

​Automatic Summary from Boletas

​Greenter Implementation

​Creating Summary Object

​Asynchronous Processing

​Sending to SUNAT

​Checking Summary Status

​Polling Strategy

​Summary Detail States

​Complete Workflow Example

​Best Practices

​Automated Processing

​Monitoring Dashboard

​Next Steps

Voided Documents

CDR Handling

SUNAT Integration

XML Signing

Build docs developers (and LLMs) love

Overview

Why Use Daily Summaries?

Document Structure

Summary Naming Convention

Creating a Daily Summary

Automatic Summary from Boletas

Greenter Implementation

Creating Summary Object

Asynchronous Processing

Sending to SUNAT

Checking Summary Status

Polling Strategy

Summary Detail States

Complete Workflow Example

Best Practices

Automated Processing

Monitoring Dashboard

Next Steps