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FactuGES_ERP/docs/customer-invoices/README.md

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Refactor documentation for ERP architecture and customer invoices - Updated general requirements document to clarify its historical context and remove outdated technical details. - Revised template documentation to serve as a base for writing prompts, emphasizing its auxiliary nature. - Enhanced architecture documentation with clear distinctions between canonical and complementary documents. - Added a new document for backend prompt base to centralize common context for backend prompts. - Created a dedicated README for customer invoices, organizing current contracts, operational support, and historical context. - Improved clarity and structure in various customer invoice documents, consolidating operational semantics and referencing canonical sources.
2026-08-05 11:18:03 +00:00
# customer-invoices
feat: add proforma duplicator service and related tests - Implemented ProformaDuplicator service for duplicating proforma documents. - Added tests for duplicating proformas, including scenarios for successful duplication, audit failure propagation, and payment term adaptations. - Created ProformaStatusChanger service to handle status changes of proformas with corresponding tests. - Developed ProformaArchiver service for unarchiving proformas and added tests to verify functionality. - Introduced a test fixture for creating proforma instances for testing purposes.
2026-08-26 11:03:39 +00:00
Índice de documentación del área de `customer-invoices`, con separación explícita entre SSOT vigente, documentación parcialmente superada y material histórico.
Refactor documentation for ERP architecture and customer invoices - Updated general requirements document to clarify its historical context and remove outdated technical details. - Revised template documentation to serve as a base for writing prompts, emphasizing its auxiliary nature. - Enhanced architecture documentation with clear distinctions between canonical and complementary documents. - Added a new document for backend prompt base to centralize common context for backend prompts. - Created a dedicated README for customer invoices, organizing current contracts, operational support, and historical context. - Improved clarity and structure in various customer invoice documents, consolidating operational semantics and referencing canonical sources.
2026-08-05 11:18:03 +00:00
feat: add proforma duplicator service and related tests - Implemented ProformaDuplicator service for duplicating proforma documents. - Added tests for duplicating proformas, including scenarios for successful duplication, audit failure propagation, and payment term adaptations. - Created ProformaStatusChanger service to handle status changes of proformas with corresponding tests. - Developed ProformaArchiver service for unarchiving proformas and added tests to verify functionality. - Introduced a test fixture for creating proforma instances for testing purposes.
2026-08-26 11:03:39 +00:00
## SSOT de lectura rápida
- Semántica operativa de proformas: `proforma-series-contract.md`, `proforma-create-contract.md`, `proforma-tax-config.md`
- Numeración documental: `../document-series/README.md`
- Perfil VeriFactu empresarial: `settings/verifactu-company-profile-backend-design.md`
- Auditoría SSOT transversal: `../documentation-ssot-audit.md`
Regla crítica vigente:
- `IssuedInvoice` no tiene `verifactuPolicy` como requisito actual.
- La cardinalidad vigente es `IssuedInvoice 1 -> 0..1 VerifactuRecord`.
- La dirección futura deseada es `IssuedInvoice 1 -> 0..N VerifactuRecord`.
## Documentación vigente (`CURRENT`)
Refactor documentation for ERP architecture and customer invoices - Updated general requirements document to clarify its historical context and remove outdated technical details. - Revised template documentation to serve as a base for writing prompts, emphasizing its auxiliary nature. - Enhanced architecture documentation with clear distinctions between canonical and complementary documents. - Added a new document for backend prompt base to centralize common context for backend prompts. - Created a dedicated README for customer invoices, organizing current contracts, operational support, and historical context. - Improved clarity and structure in various customer invoice documents, consolidating operational semantics and referencing canonical sources.
2026-08-05 11:18:03 +00:00
### Contratos funcionales y de transporte
feat: add proforma customer change evaluation utility - Implemented `evaluateProformaCustomerChange` function to assess changes in customer details for proforma invoices. - Introduced types for customer change details, blockers, field differences, and fiscal targets. - Added utility functions for normalizing text and formatting recipient information. test: add unit tests for customer payment resolver - Created tests for `CustomerPaymentResolver` to validate payment term retrieval and handling of inactive terms. - Ensured proper behavior when clearing payment terms and handling non-existent terms. test: add unit tests for customer default payment term resolver - Developed tests for `CustomerDefaultPaymentTermResolver` to verify default payment term resolution logic. - Included scenarios for creating customers with and without explicit payment term IDs. feat: implement customer default payment term resolver - Created `CustomerDefaultPaymentTermResolver` to manage default payment term resolution during customer creation. - Integrated with company finder and payment resolver services. test: add unit tests for create customer use case - Implemented tests for `CreateCustomerUseCase` to ensure correct handling of payment term IDs during customer creation. - Validated behavior when no explicit payment term ID is provided. test: add unit tests for update customer use case - Developed tests for `UpdateCustomerUseCase` to verify payment term handling during customer updates. - Ensured that inactive payment terms are not assigned and that explicit null values are respected. feat: add dependency injection for customer company services - Implemented DI for customer company dependencies to facilitate service resolution. test: add tests for customer create data utility - Created tests for `buildCustomerCreateData` to validate payment term handling based on user input.
2026-08-17 09:25:34 +00:00
- [Plazos de pago](../catalogs/payment-terms.md)
Refactor documentation for ERP architecture and customer invoices - Updated general requirements document to clarify its historical context and remove outdated technical details. - Revised template documentation to serve as a base for writing prompts, emphasizing its auxiliary nature. - Enhanced architecture documentation with clear distinctions between canonical and complementary documents. - Added a new document for backend prompt base to centralize common context for backend prompts. - Created a dedicated README for customer invoices, organizing current contracts, operational support, and historical context. - Improved clarity and structure in various customer invoice documents, consolidating operational semantics and referencing canonical sources.
2026-08-05 11:18:03 +00:00
- [Contrato de series de proformas](./proforma-series-contract.md)
- [Contrato de create de proformas](./proforma-create-contract.md)
feat: implement GetProformaIssuanceReadiness use case and associated controller - Add GetProformaIssuanceReadinessUseCase to check proforma issuance readiness. - Create GetProformaIssuanceReadinessController to handle requests and responses. - Introduce request and response DTOs for proforma issuance readiness. - Develop tests for the use case and controller to ensure functionality. - Implement adapter and hooks for integrating issuance readiness in the web application. - Create UI components for displaying issuance readiness alerts and help popover. - Add utility functions for translating blocker messages and details.
2026-08-18 21:03:04 +00:00
- [Contrato de readiness de emisión de proformas](./proforma-issuance-readiness-contract.md)
Refactor documentation for ERP architecture and customer invoices - Updated general requirements document to clarify its historical context and remove outdated technical details. - Revised template documentation to serve as a base for writing prompts, emphasizing its auxiliary nature. - Enhanced architecture documentation with clear distinctions between canonical and complementary documents. - Added a new document for backend prompt base to centralize common context for backend prompts. - Created a dedicated README for customer invoices, organizing current contracts, operational support, and historical context. - Improved clarity and structure in various customer invoice documents, consolidating operational semantics and referencing canonical sources.
2026-08-05 11:18:03 +00:00
- [Configuración fiscal persistida en proformas](./proforma-tax-config.md)
- [Contrato de listado de proformas](./proforma-list-contract.md)
- [Contrato de archivado de proformas](./proforma-archive-contract.md)
- [Contrato de borrado de proformas](./proforma-delete-contract.md)
- [Contrato de duplicado de proformas](./proforma-duplicate-contract.md)
- [Contrato de series de issued invoices](./issued-invoice-series-contract.md)
- [Contrato de snapshot documental](./document-series-snapshot-contract.md)
feat: add proforma duplicator service and related tests - Implemented ProformaDuplicator service for duplicating proforma documents. - Added tests for duplicating proformas, including scenarios for successful duplication, audit failure propagation, and payment term adaptations. - Created ProformaStatusChanger service to handle status changes of proformas with corresponding tests. - Developed ProformaArchiver service for unarchiving proformas and added tests to verify functionality. - Introduced a test fixture for creating proforma instances for testing purposes.
2026-08-26 11:03:39 +00:00
## Documentación vigente con secciones superadas (`PARTIALLY SUPERSEDED`)
- [Diseño backend del perfil VeriFactu empresarial](./settings/verifactu-company-profile-backend-design.md)
Referencia canónica para `CompanyVerifactuProfile` y settings backend; no usar sus secciones antiguas como requisito para reintroducir `IssuedInvoice.verifactuPolicy`.
Refactor documentation for ERP architecture and customer invoices - Updated general requirements document to clarify its historical context and remove outdated technical details. - Revised template documentation to serve as a base for writing prompts, emphasizing its auxiliary nature. - Enhanced architecture documentation with clear distinctions between canonical and complementary documents. - Added a new document for backend prompt base to centralize common context for backend prompts. - Created a dedicated README for customer invoices, organizing current contracts, operational support, and historical context. - Improved clarity and structure in various customer invoice documents, consolidating operational semantics and referencing canonical sources.
2026-08-05 11:18:03 +00:00
### Reports y flujos integrados
- [Reports de proformas](./proformas-reports.md)
- [FactuGES -> Proformas V2](../factuges/create-proforma-from-factuges.md)
### SQL y validaciones
- [Índice SQL de `customer-invoices`](./sql/README.md)
## Criterio de lectura
- Para semántica vigente de negocio, empieza por `proforma-series-contract.md`, `proforma-create-contract.md` y `proforma-tax-config.md`.
- Para SQL manual o runbooks, usa `sql/README.md`.
- Para decisiones antiguas, migraciones o trazabilidad, consulta solo la sección histórica.
feat: add proforma duplicator service and related tests - Implemented ProformaDuplicator service for duplicating proforma documents. - Added tests for duplicating proformas, including scenarios for successful duplication, audit failure propagation, and payment term adaptations. - Created ProformaStatusChanger service to handle status changes of proformas with corresponding tests. - Developed ProformaArchiver service for unarchiving proformas and added tests to verify functionality. - Introduced a test fixture for creating proforma instances for testing purposes.
2026-08-26 11:03:39 +00:00
- Para saber qué documento manda en cada contexto y qué piezas están superadas, consulta `../documentation-ssot-audit.md`.
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