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FactuGES_ERP/docs/customer-invoices/proforma-duplicate-contract.md

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Duplicado de proforma
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# Duplicado de proformas
## Endpoint
- `POST /proformas/:proforma_id/duplicate`
## Semántica
- Permite duplicar cualquier proforma no eliminada.
- La proforma origen puede estar archivada.
- Si la proforma origen está eliminada lógicamente, el endpoint responde como no disponible.
- El duplicado siempre nace en `draft`, activo, con `archived_at = NULL`, `deleted_at = NULL` y `linked_invoice_id = NULL`.
- La numeración siempre es nueva y se consume desde `document-series`.
- Se intenta reutilizar la misma serie documental del origen si sigue activa; si no, se usa la serie por defecto de `document_type=proforma`.
- `target_invoice_series_code` solo se conserva si sigue siendo una serie activa de `issued_invoice`; si no, pasa a `NULL`.
- Se copian datos comerciales y fiscales del origen.
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.
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- Si el `PaymentTerm` original sigue activo, se copia el mismo `paymentTermId`.
- Si el `PaymentTerm` original está inactivo, no se reutiliza como nueva asignación. El duplicado resuelve:
1. `Customer.paymentTermId`, solo si está activo
2. `Company.defaultPaymentTermId`, solo si está activo
3. `null`
- Si el Customer tiene un plazo inactivo, se ignora para esta nueva asignación.
- Si Company tiene por datos legacy un default inactivo, no se usa y el flujo cae a `null`.
Duplicado de proforma
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- Se copian las líneas con nuevos IDs y se recalculan impuestos y totales con el motor actual.
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.
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Fuente funcional principal para `Payment Terms`:
- [Plazos de pago](../catalogs/payment-terms.md)
Duplicado de proforma
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## Response
- `201 Created`
- Devuelve el snapshot completo de la nueva proforma.
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
- Si el plazo de pago original estaba inactivo y hubo adaptación, la respuesta incluye metadata funcional equivalente a:
```yaml
payment_term_adaptation:
null
o
{
source: "inactive_original",
resolution: "customer" | "company" | "none"
}
```
Duplicado de proforma
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## UI
- Acción de fila `Duplicar` en `/proformas` y `/proformas/archived`.
- No muestra `Duplicar` en `/proformas/deleted`.
- Tras duplicar redirige a `/proformas/:id/edit`.
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
- Si el plazo original estaba inactivo y fue sustituido o eliminado, la UI informa del ajuste después de duplicar.
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