From 00777b3ba2f4efabf136cfa8c3a189033246c579 Mon Sep 17 00:00:00 2001
From: david <darranz@rodax-software.com>
Date: Tue, 1 Sep 2026 11:36:20 +0200
Subject: [PATCH] feat: add create recurring proforma dialog and related
 functionality

- Implemented CreateRecurringProformaFromProformaDialog component for creating recurring proformas from existing proformas.
- Added unit tests for the new dialog and its integration within the proforma detail page.
- Created API functions for handling the creation of recurring proformas.
- Developed hooks to manage the creation process and invalidate relevant queries upon success.
- Enhanced recurring proforma detail page to display relevant information and actions.
- Added utility functions for formatting recurring proforma schedules.
- Introduced layout components for better organization of recurring proforma UI.
---
 docs/README.md                                |   1 +
 docs/frontend/diseno-cuadros-dialogo.md       | 194 ++++++++++
 .../express/presenters/index.ts               |  16 +-
 ...ecurring-proformas-read.presenters.test.ts |  37 +-
 .../src/common/locales/en.json                |  56 +++
 .../src/common/locales/es.json                |  56 +++
 .../src/web/customer-invoice-routes.tsx       |  24 +-
 .../create/ui/pages/proforma-create-page.tsx  |  18 +-
 .../web/proformas/detail/controllers/index.ts |   1 +
 ...a-from-proforma-dialog-controller.test.tsx | 166 +++++++++
 ...roforma-from-proforma-dialog-controller.ts | 162 +++++++++
 ...m-proforma-dialog-controller.utils.test.ts |  73 ++++
 ...a-from-proforma-dialog-controller.utils.ts |  74 ++++
 .../use-proforma-detail-page-controller.ts    |  12 +
 .../proforma-detail-view-models.entity.ts     |   1 +
 .../blocks/proforma-detail-header-actions.tsx |   3 +-
 ...ing-proforma-from-proforma-dialog.test.tsx | 128 +++++++
 ...ecurring-proforma-from-proforma-dialog.tsx | 330 ++++++++++++++++++
 .../proformas/detail/ui/components/index.ts   |   1 +
 .../ui/pages/proforma-detail-page.test.tsx    | 122 +++++++
 .../detail/ui/pages/proforma-detail-page.tsx  |  22 +-
 .../build-proforma-detail-actions.test.ts     |  49 +++
 .../utils/build-proforma-detail-actions.ts    |  10 +
 .../shared/ui/blocks/proforma-page-header.tsx |   7 +-
 .../ui/pages/proforma-update-page.test.tsx    |   3 +-
 .../update/ui/pages/proforma-update-page.tsx  |  80 +++--
 .../recurring-proforma-create-route.test.tsx  |   2 +-
 .../web/recurring-proformas/detail/index.ts   |   2 +-
 .../recurring-proformas/detail/ui/index.ts    |   1 +
 .../detail/ui/pages/index.ts                  |   1 +
 .../pages}/recurring-proforma-detail-page.tsx |  21 +-
 ...curring-proforma-from-proforma.api.test.ts |  42 +++
 ...te-recurring-proforma-from-proforma.api.ts |  18 +
 ...-recurring-proforma-from-proforma.test.tsx |  64 ++++
 ...create-recurring-proforma-from-proforma.ts |  44 +++
 ...ecurring-proforma-schedule-summary.test.ts |  77 ++++
 .../recurring-proforma-schedule-summary.ts    |  74 ++++
 .../shared/ui/blocks/index.ts                 |   1 +
 .../ui/blocks/recurring-proforma-layout.tsx   |   9 +
 .../recurring-proformas/shared/ui/index.ts    |   1 +
 .../components/layout/rdx-page-container.tsx  |  10 +-
 .../layout/rdx-page-foundations.test.tsx      |  36 ++
 .../src/components/layout/rdx-page-header.tsx |  75 ++++
 .../src/components/layout/rdx-page-stack.tsx  |   3 +-
 44 files changed, 2056 insertions(+), 71 deletions(-)
 create mode 100644 docs/frontend/diseno-cuadros-dialogo.md
 create mode 100644 modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.test.tsx
 create mode 100644 modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.ts
 create mode 100644 modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils.test.ts
 create mode 100644 modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils.ts
 create mode 100644 modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.test.tsx
 create mode 100644 modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.tsx
 create mode 100644 modules/customer-invoices/src/web/proformas/detail/ui/pages/proforma-detail-page.test.tsx
 create mode 100644 modules/customer-invoices/src/web/proformas/detail/utils/build-proforma-detail-actions.test.ts
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/detail/ui/index.ts
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/detail/ui/pages/index.ts
 rename modules/customer-invoices/src/web/recurring-proformas/detail/{ => ui/pages}/recurring-proforma-detail-page.tsx (93%)
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/api/create-recurring-proforma-from-proforma.api.test.ts
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/api/create-recurring-proforma-from-proforma.api.ts
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma.test.tsx
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma.ts
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/recurring-proforma-schedule-summary.test.ts
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/recurring-proforma-schedule-summary.ts
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/ui/blocks/index.ts
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/ui/blocks/recurring-proforma-layout.tsx
 create mode 100644 modules/customer-invoices/src/web/recurring-proformas/shared/ui/index.ts

diff --git a/docs/README.md b/docs/README.md
index d20681ad..4869a5ce 100644
--- a/docs/README.md
+++ b/docs/README.md
@@ -27,6 +27,7 @@ Este directorio reúne la documentación técnica, operativa y de apoyo del ERP.
 
 - [Flujo de auth y selección de empresa](./frontend/auth-and-company-selection.md)
 - [Diseño de pantallas de listado](./frontend/diseno-pantallas-listado.md)
+- [Diseño de cuadros de diálogo de formulario](./frontend/diseno-cuadros-dialogo.md)
 - [Sistema modular de Settings](./settings/frontend-erp-settings-system-design.md)
 - [Integración de módulos con Settings](./settings/frontend-erp-settings-module-integration-design.md)
 - [README de `apps/web`](../apps/web/README.md)
diff --git a/docs/frontend/diseno-cuadros-dialogo.md b/docs/frontend/diseno-cuadros-dialogo.md
new file mode 100644
index 00000000..35aecd00
--- /dev/null
+++ b/docs/frontend/diseno-cuadros-dialogo.md
@@ -0,0 +1,194 @@
+# Diseño de cuadros de diálogo de formulario
+
+## Estado
+
+Este documento es la fuente de verdad para diseñar, implementar y revisar cuadros de diálogo que recogen o modifican datos en el frontend del ERP.
+
+Todo diálogo nuevo de creación, edición o configuración debe seguir esta guía, salvo que una necesidad funcional justifique y documente una excepción.
+
+## Referencia canónica
+
+La referencia productiva es el diálogo para crear una proforma recurrente desde una proforma:
+
+- componente: `modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.tsx`;
+- controller: `modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.ts`;
+- prueba de renderizado: `modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.test.tsx`.
+
+La guía no obliga a reutilizar ese componente. Obliga a mantener su jerarquía visual, separación de responsabilidades y comportamiento accesible.
+
+## Cuándo aplicar este patrón
+
+Usar `Dialog` para una tarea breve y focalizada que:
+
+- se inicia desde la pantalla actual;
+- requiere pocos datos para completar una única acción;
+- no necesita una ruta propia ni navegación lateral;
+- permite volver al contexto sin perder orientación.
+
+No usarlo para:
+
+- confirmaciones o acciones destructivas sin formulario: usar `AlertDialog`;
+- ediciones documentales complejas, varios pasos o trabajo prolongado: usar una página de edición;
+- vistas de solo lectura: usar un diálogo de consulta o el patrón existente del área.
+
+## Estructura visual obligatoria
+
+Un diálogo de formulario se organiza de arriba abajo en cuatro zonas:
+
+1. Cabecera diferenciada.
+2. Campo de identidad destacado cuando exista, normalmente el nombre.
+3. Bloques de información agrupados por intención.
+4. Pie de acciones separado del contenido.
+
+```tsx
+<DialogContent className="gap-0 overflow-hidden p-0 sm:max-w-2xl">
+  <DialogHeader className="border-b bg-muted/40 px-6 py-5 sm:px-7">
+    <DialogTitle>{title}</DialogTitle>
+    <DialogDescription className="max-w-lg">{description}</DialogDescription>
+  </DialogHeader>
+
+  <form className="space-y-6 px-6 py-5 sm:px-7">
+    <IdentityField />
+    <InformationSection />
+    <ConfigurationSection />
+  </form>
+
+  <DialogFooter className="border-t bg-muted/30 px-6 py-4 sm:px-7">
+    <CancelAction />
+    <SubmitAction />
+  </DialogFooter>
+</DialogContent>
+```
+
+No añadir una zona si no aporta información o una acción real. La estructura debe mejorar la lectura, no convertir un formulario pequeño en una pantalla artificialmente compleja.
+
+## 1. Cabecera diferenciada
+
+La cabecera comunica qué se va a hacer antes de pedir datos.
+
+- Incluir título directo, orientado a la acción: `Crear plazo de pago`, `Modificar método de pago`.
+- Incluir una descripción breve que explique el resultado o el contexto de origen.
+- Separarla visualmente del formulario mediante borde inferior y fondo sutil del tema (`bg-muted/40`).
+- Mantener los márgenes internos alineados con contenido y pie.
+- No colocar acciones de formulario en la cabecera; el cierre estándar del diálogo se mantiene disponible.
+
+## 2. Campo de identidad destacado
+
+Cuando el recurso tenga un nombre, código o referencia que ayude a reconocerlo, ese campo va inmediatamente después de la cabecera.
+
+- Usar el nombre como primer campo si es obligatorio para crear o identificar el recurso.
+- Dar al control una presencia moderada (`h-11` y fondo de formulario) sin crear un segundo título.
+- Mantener el error de validación junto al campo.
+- No destacar campos técnicos, identificadores internos ni valores que el usuario no pueda modificar.
+
+Si el diálogo no tiene un campo de identidad relevante, el primer bloque de información pasa a ocupar esa posición.
+
+## 3. Bloques de información
+
+Agrupar campos que responden a la misma pregunta del usuario. Por ejemplo: periodo de vigencia, recurrencia, condiciones comerciales o destinatario.
+
+Cada bloque debe:
+
+- usar un `section` con `aria-labelledby`;
+- tener un título visible y conciso;
+- mostrar un icono solo cuando ayude a identificar el tipo de información;
+- usar borde, radio y fondo sutil para delimitarlo sin competir con la acción principal;
+- contener entre uno y seis controles relacionados por norma general.
+
+Patrón base:
+
+```tsx
+<section aria-labelledby={sectionId} className="rounded-xl border bg-muted/20 p-4 sm:p-5">
+  <div className="mb-4 flex items-center gap-3">
+    <span className="flex size-8 items-center justify-center rounded-lg bg-primary/10 text-primary">
+      <SectionIcon aria-hidden className="size-4" />
+    </span>
+    <h3 className="font-medium text-sm" id={sectionId}>{sectionTitle}</h3>
+  </div>
+
+  <div className="grid gap-4 sm:grid-cols-2">
+    <Field />
+    <Field />
+  </div>
+</section>
+```
+
+Reglas de composición:
+
+- En escritorio, los campos de igual importancia pueden compartir dos columnas.
+- En móvil, las columnas deben apilarse de forma natural. Usar `sm:grid-cols-2`, nunca una anchura fija.
+- Añadir `min-w-0` a las columnas cuando puedan contener textos localizados, selectores o controles flexibles.
+- Los selectores e inputs ocupan todo el ancho de su columna.
+- Un campo condicional se muestra dentro del bloque al que pertenece y se separa con borde superior si necesita distinguirse del resto.
+- Los interruptores y checkboxes que afectan a otro campo deben vivir junto a ese campo, no en una fila independiente sin contexto.
+
+## 4. Pie de acciones
+
+El pie mantiene las decisiones finales fuera de los datos.
+
+- Separarlo mediante borde superior y fondo sutil (`bg-muted/30`).
+- Colocar `Cancelar` como acción secundaria y la acción de envío como botón principal.
+- Durante el envío, deshabilitar ambos botones y todos los controles editables.
+- El botón principal debe reflejar el estado de progreso con texto o icono accesible.
+- Asociar el botón de envío al `form` mediante su atributo `form` cuando el pie quede fuera del elemento `form`.
+
+## Accesibilidad, validación e i18n
+
+- Usar `DialogTitle` y `DialogDescription` siempre que el diálogo tenga contenido operativo.
+- Asociar cada `Label` a un control mediante `htmlFor` e `id`.
+- Los títulos de bloque usan `section` y `aria-labelledby`.
+- Mantener los errores junto al control que los genera; no depender únicamente de avisos globales.
+- Todo texto visible procede de i18n y debe existir en `es` y `en`.
+- Los iconos decorativos usan `aria-hidden`; nunca sustituyen una etiqueta textual.
+- No bloquear el cierre por teclado salvo mientras exista una operación de envío en curso.
+
+## Responsabilidades del código
+
+El componente de UI compone el diálogo y recibe estado ya preparado. No debe contener navegación, peticiones HTTP ni reglas de negocio.
+
+El controller del diálogo concentra:
+
+- valores iniciales y reinicio del formulario;
+- validación de formulario;
+- llamada al hook de mutación;
+- estado de envío;
+- cierre, notificaciones y navegación tras un resultado correcto.
+
+Las operaciones remotas permanecen en hooks de TanStack Query. Los DTOs de petición siguen siendo la fuente de verdad del formulario y de la validación.
+
+## Pruebas mínimas
+
+Cada diálogo nuevo o modificado debe cubrir, como mínimo:
+
+- título, descripción y campo de identidad cuando exista;
+- campos obligatorios y campos condicionales;
+- acciones de cancelar y enviar;
+- estado de envío;
+- traducciones reales o una prueba que compruebe que las claves usadas existen en el catálogo;
+- resultado correcto y error de la mutación en el controller.
+
+No usar un diccionario de traducciones manual en el test si el objetivo es verificar que el catálogo productivo contiene las claves consumidas por el componente.
+
+## Lista de comprobación
+
+Antes de cerrar un cambio, confirmar:
+
+- La tarea cabe realmente en un diálogo.
+- La cabecera explica la acción y está diferenciada del formulario.
+- El nombre o campo de identidad aparece antes de los bloques de configuración.
+- Cada bloque agrupa una única intención comprensible.
+- El layout se apila correctamente en móvil.
+- Los textos, estados disabled, errores y carga son accesibles.
+- Existen traducciones en `es` y `en`.
+- Las pruebas y la validación de formato se han ejecutado desde Linux.
+
+## Excepciones
+
+Una excepción debe justificarse en la revisión del cambio indicando:
+
+- qué requisito funcional impide usar esta estructura;
+- qué patrón alternativo se emplea;
+- cómo se mantiene la accesibilidad y el comportamiento responsive;
+- qué pruebas cubren la variante.
+
+La preferencia visual local, copiar un diálogo antiguo o ahorrar un bloque de composición no son motivos válidos para omitir esta guía.
diff --git a/modules/customer-invoices/src/api/infrastructure/recurring-proformas/express/presenters/index.ts b/modules/customer-invoices/src/api/infrastructure/recurring-proformas/express/presenters/index.ts
index 040bbf99..0b1dafbc 100644
--- a/modules/customer-invoices/src/api/infrastructure/recurring-proformas/express/presenters/index.ts
+++ b/modules/customer-invoices/src/api/infrastructure/recurring-proformas/express/presenters/index.ts
@@ -1,5 +1,7 @@
 const dateOnly = (value: Date | null) => (value ? value.toISOString().slice(0, 10) : null);
 const id = (value: { toPrimitive(): string } | null) => value?.toPrimitive() ?? null;
+const primitive = (value: { toPrimitive(): string } | string | null) =>
+  typeof value === "string" ? value : (value?.toPrimitive() ?? null);
 export class RecurringProformaListPresenter {
   public present(page: any) {
     return {
@@ -37,10 +39,10 @@ export class RecurringProformaDetailPresenter {
       description: item.description,
       payment_term_id: id(item.paymentTermId),
       payment_method_id: id(item.paymentMethodId),
-      language: item.language,
-      currency: item.currency,
-      proforma_series: item.proformaSeries,
-      issued_invoice_series: item.issuedInvoiceSeries,
+      language: primitive(item.language),
+      currency: primitive(item.currency),
+      proforma_series: primitive(item.proformaSeries),
+      issued_invoice_series: primitive(item.issuedInvoiceSeries),
       global_discount_percentage: item.globalDiscountPercentage?.toObjectString() ?? null,
       schedule: item.schedule
         ? {
@@ -52,7 +54,11 @@ export class RecurringProformaDetailPresenter {
           }
         : null,
       next_occurrence_date: dateOnly(item.nextOccurrenceDate),
-      items: item.items,
+      items: item.items.map((recurringItem: any) => ({
+        ...recurringItem,
+        id: id(recurringItem.id),
+        description: primitive(recurringItem.description),
+      })),
       created_at: item.createdAt.toISOString(),
       updated_at: item.updatedAt.toISOString(),
     };
diff --git a/modules/customer-invoices/src/api/infrastructure/recurring-proformas/express/presenters/recurring-proformas-read.presenters.test.ts b/modules/customer-invoices/src/api/infrastructure/recurring-proformas/express/presenters/recurring-proformas-read.presenters.test.ts
index 751d61a4..44e63894 100644
--- a/modules/customer-invoices/src/api/infrastructure/recurring-proformas/express/presenters/recurring-proformas-read.presenters.test.ts
+++ b/modules/customer-invoices/src/api/infrastructure/recurring-proformas/express/presenters/recurring-proformas-read.presenters.test.ts
@@ -2,7 +2,9 @@ import assert from "node:assert/strict";
 import test from "node:test";
 
 import { DiscountPercentage } from "@erp/core/api";
-import { UniqueID } from "@repo/rdx-ddd";
+import { CurrencyCode, LanguageCode, UniqueID } from "@repo/rdx-ddd";
+
+import { InvoiceSerie, ItemDescription } from "../../../../domain";
 
 import { RecurringProformaDetailPresenter } from "./index";
 
@@ -31,3 +33,36 @@ test("RecurringProformaDetailPresenter conserva PercentageSchema como strings va
   assert.equal(typeof dto.global_discount_percentage.value, "string");
   assert.equal(typeof dto.global_discount_percentage.scale, "string");
 });
+
+test("RecurringProformaDetailPresenter serializa Value Objects antes de responder HTTP", () => {
+  const itemDescription = ItemDescription.create("Servicio mensual").data;
+  const language = LanguageCode.create("es").data;
+  const currency = CurrencyCode.create("EUR").data;
+  const proformaSeries = InvoiceSerie.create("PRO").data;
+  const issuedInvoiceSeries = InvoiceSerie.create("FAC").data;
+  const dto = new RecurringProformaDetailPresenter().present({
+    id: UniqueID.generateNewID(),
+    name: "Cuota",
+    status: "draft",
+    customerId: null,
+    description: null,
+    paymentTermId: null,
+    paymentMethodId: null,
+    language,
+    currency,
+    proformaSeries,
+    issuedInvoiceSeries,
+    globalDiscountPercentage: null,
+    schedule: null,
+    nextOccurrenceDate: null,
+    items: [{ id: UniqueID.generateNewID(), position: 1, description: itemDescription }],
+    createdAt: new Date("2027-01-01T10:00:00.000Z"),
+    updatedAt: new Date("2027-01-01T10:00:00.000Z"),
+  });
+
+  assert.equal(dto.language, "es");
+  assert.equal(dto.currency, "EUR");
+  assert.equal(dto.proforma_series, "PRO");
+  assert.equal(dto.issued_invoice_series, "FAC");
+  assert.equal(dto.items[0]?.description, "Servicio mensual");
+});
diff --git a/modules/customer-invoices/src/common/locales/en.json b/modules/customer-invoices/src/common/locales/en.json
index d62bd742..c033d12f 100644
--- a/modules/customer-invoices/src/common/locales/en.json
+++ b/modules/customer-invoices/src/common/locales/en.json
@@ -60,6 +60,25 @@
       "completed": "Completed",
       "archived": "Archived"
     },
+    "schedule_summary": {
+      "sentence": "The proforma will be generated {{cadence}}{{monthlyRule}}, {{period}}.",
+      "cadence": {
+        "week_one": "every week",
+        "week_other": "every {{count}} weeks",
+        "month_one": "every month",
+        "month_other": "every {{count}} months",
+        "year_one": "every year",
+        "year_other": "every {{count}} years"
+      },
+      "monthly_rule": {
+        "same_day": "on the same day of each month",
+        "last_day_of_month": "on the last day of each month"
+      },
+      "period": {
+        "indefinite": "starting on {{startDate}} with no end date",
+        "until": "starting on {{startDate}} until {{endDate}}"
+      }
+    },
     "detail": {
       "context": "Recurring proforma",
       "back": "Back to list",
@@ -221,6 +240,42 @@
     }
   },
   "proformas": {
+    "create_from_proforma": {
+      "title": "Create recurring proforma",
+      "description": "Configure the initial recurrence using this proforma as the source.",
+      "period_title": "Validity period",
+      "recurrence_title": "Recurrence settings",
+      "name": "Name",
+      "name_required": "Name is required.",
+      "start_date": "Start date",
+      "start_date_invalid": "Start date is required.",
+      "end_date": "End date",
+      "end_date_invalid": "End date is invalid.",
+      "no_end_date": "No end date",
+      "frequency": "Frequency",
+      "interval": "Interval",
+      "interval_invalid": "The interval must be an integer greater than 0.",
+      "monthly_rule": "Monthly rule",
+      "monthly_rules": {
+        "same_day": "Same day of the month",
+        "last_day_of_month": "Last day of the month"
+      },
+      "preview": {
+        "title": "Recurrence preview"
+      },
+      "units": {
+        "week": "Week",
+        "month": "Month",
+        "year": "Year"
+      },
+      "submit": "Create recurrence",
+      "creating": "Creating...",
+      "cancel": "Cancel",
+      "success_title": "Recurring proforma created",
+      "success_description": "The recurrence has been created as a draft.",
+      "error_title": "The recurrence could not be created",
+      "error_description": "Review the data and try again."
+    },
     "archive": {
       "confirm_title": "Archive proforma",
       "confirm_description": "The proforma will be hidden from the main list but kept for historical lookup.",
@@ -569,6 +624,7 @@
           "change_status": "Change status",
           "issue": "Issue invoice",
           "duplicate": "Duplicate",
+          "create_recurring": "Create recurrence from this proforma",
           "archive": "Archive",
           "unarchive": "Unarchive",
           "download_pdf": "Download PDF",
diff --git a/modules/customer-invoices/src/common/locales/es.json b/modules/customer-invoices/src/common/locales/es.json
index 9a351530..04cc827f 100644
--- a/modules/customer-invoices/src/common/locales/es.json
+++ b/modules/customer-invoices/src/common/locales/es.json
@@ -60,6 +60,25 @@
       "completed": "Completada",
       "archived": "Archivada"
     },
+    "schedule_summary": {
+      "sentence": "La proforma se generará {{cadence}}{{monthlyRule}}, {{period}}.",
+      "cadence": {
+        "week_one": "cada semana",
+        "week_other": "cada {{count}} semanas",
+        "month_one": "cada mes",
+        "month_other": "cada {{count}} meses",
+        "year_one": "cada año",
+        "year_other": "cada {{count}} años"
+      },
+      "monthly_rule": {
+        "same_day": "el mismo día de cada mes",
+        "last_day_of_month": "el último día de cada mes"
+      },
+      "period": {
+        "indefinite": "a partir del {{startDate}} y sin fecha de finalización",
+        "until": "a partir del {{startDate}} y hasta el {{endDate}}"
+      }
+    },
     "detail": {
       "context": "Proforma recurrente",
       "back": "Volver al listado",
@@ -221,6 +240,42 @@
     }
   },
   "proformas": {
+    "create_from_proforma": {
+      "title": "Crear proforma recurrente",
+      "description": "Configura la recurrencia inicial usando esta proforma como origen.",
+      "period_title": "Periodo de vigencia",
+      "recurrence_title": "Configuracion de recurrencia",
+      "name": "Nombre",
+      "name_required": "El nombre es obligatorio.",
+      "start_date": "Fecha de inicio",
+      "start_date_invalid": "La fecha de inicio es obligatoria.",
+      "end_date": "Fecha de fin",
+      "end_date_invalid": "La fecha de fin no es valida.",
+      "no_end_date": "Sin fecha de fin",
+      "frequency": "Frecuencia",
+      "interval": "Intervalo",
+      "interval_invalid": "El intervalo debe ser un entero mayor que 0.",
+      "monthly_rule": "Regla mensual",
+      "monthly_rules": {
+        "same_day": "Mismo dia del mes",
+        "last_day_of_month": "Ultimo dia del mes"
+      },
+      "preview": {
+        "title": "Vista previa de la recurrencia"
+      },
+      "units": {
+        "week": "Semana",
+        "month": "Mes",
+        "year": "Año"
+      },
+      "submit": "Crear recurrencia",
+      "creating": "Creando...",
+      "cancel": "Cancelar",
+      "success_title": "Proforma recurrente creada",
+      "success_description": "La recurrencia se ha creado como borrador.",
+      "error_title": "No se pudo crear la recurrencia",
+      "error_description": "Revisa los datos e intentalo de nuevo."
+    },
     "archive": {
       "confirm_title": "Archivar proforma",
       "confirm_description": "La proforma se ocultará del listado principal, pero seguirá conservada para consulta histórica.",
@@ -569,6 +624,7 @@
           "change_status": "Cambiar estado",
           "issue": "Emitir factura",
           "duplicate": "Duplicar",
+          "create_recurring": "Crear recurrencia desde esta proforma",
           "archive": "Archivar",
           "unarchive": "Desarchivar",
           "download_pdf": "Descargar PDF",
diff --git a/modules/customer-invoices/src/web/customer-invoice-routes.tsx b/modules/customer-invoices/src/web/customer-invoice-routes.tsx
index 86646ab6..69e4410b 100644
--- a/modules/customer-invoices/src/web/customer-invoice-routes.tsx
+++ b/modules/customer-invoices/src/web/customer-invoice-routes.tsx
@@ -6,6 +6,10 @@ const ProformaLayout = lazy(() =>
   import("./proformas/shared/ui").then((m) => ({ default: m.ProformaLayout }))
 );
 
+const RecurringProformaLayout = lazy(() =>
+  import("./recurring-proformas/shared/ui").then((m) => ({ default: m.RecurringProformaLayout }))
+);
+
 const ProformasListPage = lazy(() =>
   import("./proformas/list").then((m) => ({ default: m.ListProformasPage }))
 );
@@ -135,7 +139,11 @@ export const CustomerInvoiceRoutes = (params: ModuleClientParams): RouteObject[]
         layout: "app-sidebar",
         protected: true,
       },
-      element: <RecurringProformasListPage />,
+      element: (
+        <RecurringProformaLayout>
+          <RecurringProformasListPage />
+        </RecurringProformaLayout>
+      ),
     },
     {
       path: "recurring-proformas/create",
@@ -143,15 +151,23 @@ export const CustomerInvoiceRoutes = (params: ModuleClientParams): RouteObject[]
         layout: "app-fullscreen",
         protected: true,
       },
-      element: <RecurringProformaCreatePage />,
+      element: (
+        <RecurringProformaLayout>
+          <RecurringProformaCreatePage />
+        </RecurringProformaLayout>
+      ),
     },
     {
       path: "recurring-proformas/:recurring_proforma_id",
       handle: {
-        layout: "app-sidebar",
+        layout: "app-fullscreen",
         protected: true,
       },
-      element: <RecurringProformaDetailPage />,
+      element: (
+        <RecurringProformaLayout>
+          <RecurringProformaDetailPage />
+        </RecurringProformaLayout>
+      ),
     },
 
     {
diff --git a/modules/customer-invoices/src/web/proformas/create/ui/pages/proforma-create-page.tsx b/modules/customer-invoices/src/web/proformas/create/ui/pages/proforma-create-page.tsx
index 986b690f..332e5b1d 100644
--- a/modules/customer-invoices/src/web/proformas/create/ui/pages/proforma-create-page.tsx
+++ b/modules/customer-invoices/src/web/proformas/create/ui/pages/proforma-create-page.tsx
@@ -1,7 +1,7 @@
 import { ErrorAlert } from "@erp/core/components";
 import { UnsavedChangesProvider, useReturnToNavigation } from "@erp/core/hooks";
 import { QuickCreateCustomerDialog, SelectCustomerDialog } from "@erp/customers";
-import { RdxEditorPageLayout } from "@repo/rdx-ui/components";
+import { RdxEditorPageLayout, RdxPageContainer, RdxPageStack } from "@repo/rdx-ui/components";
 import { FormProvider } from "react-hook-form";
 
 import { ProformaInfoAlert } from "../../../update/ui/components";
@@ -16,7 +16,7 @@ export const ProformaCreatePage = () => {
   });
 
   return (
-    <div className="fixed inset-0 flex flex-col overflow-hidden">
+    <RdxPageStack className="fixed inset-0 min-h-0 overflow-hidden" spacing="none">
       <FormProvider {...createCtrl.form}>
         <UnsavedChangesProvider isDirty={createCtrl.form.formState.isDirty}>
           <ProformaCreateHeader
@@ -30,9 +30,13 @@ export const ProformaCreatePage = () => {
             </ProformaInfoAlert>
           </ProformaCreateHeader>
 
-          <div className="flex-1 overflow-y-auto bg-muted/20">
+          <RdxPageContainer
+            className="min-h-0 flex-1 overflow-y-auto bg-muted/20"
+            padding="none"
+            width="full"
+          >
             <RdxEditorPageLayout complexity="simple">
-              <div className="flex min-w-0 flex-col gap-6">
+              <RdxPageStack spacing="default">
                 {createCtrl.isCreateError && (
                   <ErrorAlert
                     message={
@@ -70,9 +74,9 @@ export const ProformaCreatePage = () => {
                   selectedCustomer={createCtrl.selectedCustomer}
                   targetInvoiceSeriesOptions={createCtrl.targetInvoiceSeriesOptions}
                 />
-              </div>
+              </RdxPageStack>
             </RdxEditorPageLayout>
-          </div>
+          </RdxPageContainer>
 
           <SelectCustomerDialog
             ctrl={selectCustomerCtrl.selectCtrl}
@@ -81,6 +85,6 @@ export const ProformaCreatePage = () => {
           <QuickCreateCustomerDialog ctrl={selectCustomerCtrl.createCtrl} />
         </UnsavedChangesProvider>
       </FormProvider>
-    </div>
+    </RdxPageStack>
   );
 };
diff --git a/modules/customer-invoices/src/web/proformas/detail/controllers/index.ts b/modules/customer-invoices/src/web/proformas/detail/controllers/index.ts
index bad74a30..b77bf276 100644
--- a/modules/customer-invoices/src/web/proformas/detail/controllers/index.ts
+++ b/modules/customer-invoices/src/web/proformas/detail/controllers/index.ts
@@ -1 +1,2 @@
 export * from "./use-proforma-detail-page-controller";
+export * from "./use-create-recurring-proforma-from-proforma-dialog-controller";
diff --git a/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.test.tsx b/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.test.tsx
new file mode 100644
index 00000000..fadd2a57
--- /dev/null
+++ b/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.test.tsx
@@ -0,0 +1,166 @@
+import assert from "node:assert/strict";
+import { mock, test } from "node:test";
+
+import { renderToStaticMarkup } from "react-dom/server";
+
+import type { useCreateRecurringProformaFromProformaDialogController } from "./use-create-recurring-proforma-from-proforma-dialog-controller";
+
+type Mutation = {
+  isPending: boolean;
+  mutateAsync: (params: unknown) => Promise<{ id: string }>;
+};
+
+type Controller = ReturnType<typeof useCreateRecurringProformaFromProformaDialogController>;
+
+const createSubmitEvent = () => ({
+  preventDefault: () => undefined,
+  persist: () => undefined,
+  stopPropagation: () => undefined,
+});
+
+test("el controlador evita envios duplicados, limpia la regla residual y mantiene el formulario ante error", async () => {
+  let mutation: Mutation;
+  let controller!: Controller;
+  const navigations: string[] = [];
+  const errors: string[] = [];
+
+  mock.module("@erp/core", {
+    namedExports: {
+      applyValidationErrorCollection: () => undefined,
+    },
+  });
+  mock.module("@erp/core/hooks", {
+    namedExports: {
+      useHookForm: ({ initialValues }: { initialValues: Record<string, unknown> }) => {
+        const values = { ...initialValues };
+
+        return {
+          formState: { errors: {} },
+          getValues: (field: string) => values[field],
+          handleSubmit:
+            (onValid: (nextValues: typeof values) => Promise<void>) =>
+            async (event: ReturnType<typeof createSubmitEvent>) => {
+              event.preventDefault();
+              await onValid({ ...values });
+            },
+          reset: (nextValues: typeof values) => Object.assign(values, nextValues),
+          setValue: (field: string, value: unknown) => {
+            values[field] = value;
+          },
+          watch: (field: string) => values[field],
+        };
+      },
+    },
+  });
+  mock.module("@repo/rdx-ddd", {
+    namedExports: {
+      isValidationErrorCollection: () => false,
+    },
+  });
+  mock.module("@repo/rdx-ui/helpers", {
+    namedExports: {
+      focusFirstInputFormError: () => undefined,
+      getFirstFormErrorMessage: () => undefined,
+      showErrorToast: (_title: string, description: string) => errors.push(description),
+      showSuccessToast: () => undefined,
+      showWarningToast: () => undefined,
+    },
+  });
+  mock.module("../../../i18n", {
+    namedExports: {
+      useTranslation: () => ({ t: (key: string) => key }),
+    },
+  });
+  mock.module(
+    "../../../recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma",
+    {
+      namedExports: {
+        useCreateRecurringProformaFromProforma: () => mutation,
+      },
+    }
+  );
+  mock.module("../../../recurring-proformas/shared/recurring-proforma-navigation", {
+    namedExports: {
+      buildRecurringProformaDetailPath: (id: string) => `/recurring-proformas/${id}`,
+    },
+  });
+  mock.module("react-router-dom", {
+    namedExports: {
+      useNavigate: () => (path: string) => navigations.push(path),
+    },
+  });
+
+  const { useCreateRecurringProformaFromProformaDialogController } = await import(
+    "./use-create-recurring-proforma-from-proforma-dialog-controller"
+  );
+  const Harness = () => {
+    controller = useCreateRecurringProformaFromProformaDialogController({
+      proformaId: "proforma-id",
+      proformaReference: "PF-2026-001",
+    });
+    return null;
+  };
+
+  let resolveCreation: (value: { id: string }) => void = () => {
+    throw new Error("La creación no se ha iniciado");
+  };
+  let invocationCount = 0;
+  mutation = {
+    isPending: true,
+    mutateAsync: async (params) => {
+      invocationCount += 1;
+      assert.deepEqual(params, {
+        proformaId: "proforma-id",
+        data: {
+          name: "Recurrencia PF-2026-001",
+          schedule: {
+            startDate: "2026-09-01",
+            endDate: null,
+            unit: "week",
+            interval: 1,
+            monthlyRule: null,
+          },
+        },
+      });
+
+      return await new Promise<{ id: string }>((resolve) => {
+        resolveCreation = resolve;
+      });
+    },
+  };
+
+  renderToStaticMarkup(<Harness />);
+  const firstController = controller;
+
+  firstController.changeUnit("week");
+  assert.equal(firstController.form.getValues("monthlyRule"), null);
+  const firstSubmit = firstController.onSubmit(createSubmitEvent() as never);
+  await new Promise((resolve) => setImmediate(resolve));
+  const secondSubmit = firstController.onSubmit(createSubmitEvent() as never);
+  await new Promise((resolve) => setImmediate(resolve));
+  assert.equal(invocationCount, 1);
+
+  resolveCreation({ id: "recurring-test-id" });
+  await Promise.all([firstSubmit, secondSubmit]);
+  assert.deepEqual(navigations, ["/recurring-proformas/recurring-test-id"]);
+
+  firstController.changeUnit("month");
+  assert.equal(firstController.form.getValues("monthlyRule"), "same_day");
+
+  mutation = {
+    isPending: false,
+    mutateAsync: async () => {
+      throw new Error("No se pudo crear la recurrencia");
+    },
+  };
+  renderToStaticMarkup(<Harness />);
+  const failedController = controller;
+  failedController.form.setValue("name", "Nombre conservado");
+  await failedController.onSubmit(createSubmitEvent() as never);
+
+  assert.equal(failedController.form.getValues("name"), "Nombre conservado");
+  assert.deepEqual(navigations, ["/recurring-proformas/recurring-test-id"]);
+  assert.deepEqual(errors, ["No se pudo crear la recurrencia"]);
+
+  mock.restoreAll();
+});
diff --git a/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.ts b/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.ts
new file mode 100644
index 00000000..7b0da479
--- /dev/null
+++ b/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.ts
@@ -0,0 +1,162 @@
+import { applyValidationErrorCollection } from "@erp/core";
+import { useHookForm } from "@erp/core/hooks";
+import type { ValidationErrorCollection } from "@repo/rdx-ddd";
+import { isValidationErrorCollection } from "@repo/rdx-ddd";
+import {
+  focusFirstInputFormError,
+  getFirstFormErrorMessage,
+  showErrorToast,
+  showSuccessToast,
+  showWarningToast,
+} from "@repo/rdx-ui/helpers";
+import { type FormEvent, useId, useRef, useState } from "react";
+import type { FieldErrors } from "react-hook-form";
+import { useNavigate } from "react-router-dom";
+
+import { useTranslation } from "../../../i18n";
+import { useCreateRecurringProformaFromProforma } from "../../../recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma";
+import { buildRecurringProformaDetailPath } from "../../../recurring-proformas/shared/recurring-proforma-navigation";
+
+import {
+  buildCreateRecurringProformaFromProformaDefaultValues,
+  buildCreateRecurringProformaFromProformaInput,
+  type CreateRecurringProformaFromProformaForm,
+  CreateRecurringProformaFromProformaFormSchema,
+} from "./use-create-recurring-proforma-from-proforma-dialog-controller.utils";
+
+const normalizeSubmitError = (error: unknown): Error | ValidationErrorCollection => {
+  if (isValidationErrorCollection(error)) {
+    return error satisfies ValidationErrorCollection;
+  }
+
+  if (error instanceof Error) {
+    return error satisfies Error;
+  }
+
+  return new Error("Unknown error");
+};
+
+export interface CreateRecurringProformaFromProformaDialogControllerParams {
+  proformaId: string;
+  proformaReference: string | null;
+}
+
+export const useCreateRecurringProformaFromProformaDialogController = ({
+  proformaId,
+  proformaReference,
+}: CreateRecurringProformaFromProformaDialogControllerParams) => {
+  const { t } = useTranslation();
+  const navigate = useNavigate();
+  const formId = useId();
+  const mutation = useCreateRecurringProformaFromProforma();
+  const [open, setOpen] = useState(false);
+  const submitInProgressRef = useRef(false);
+  const form = useHookForm<CreateRecurringProformaFromProformaForm>({
+    resolverSchema: CreateRecurringProformaFromProformaFormSchema,
+    initialValues: buildCreateRecurringProformaFromProformaDefaultValues(proformaReference),
+    disabled: mutation.isPending,
+  });
+
+  const unit = form.watch("unit");
+
+  const changeUnit = (nextUnit: CreateRecurringProformaFromProformaForm["unit"]) => {
+    form.setValue("unit", nextUnit, {
+      shouldDirty: true,
+      shouldTouch: true,
+      shouldValidate: true,
+    });
+
+    form.setValue(
+      "monthlyRule",
+      nextUnit === "month" ? (form.getValues("monthlyRule") ?? "same_day") : null,
+      {
+        shouldDirty: true,
+        shouldTouch: true,
+        shouldValidate: true,
+      }
+    );
+  };
+
+  const openDialog = () => {
+    form.reset(buildCreateRecurringProformaFromProformaDefaultValues(proformaReference));
+    setOpen(true);
+  };
+
+  const closeDialog = () => {
+    if (mutation.isPending) {
+      return;
+    }
+
+    setOpen(false);
+  };
+
+  const submitHandler = form.handleSubmit(
+    async (values) => {
+      if (submitInProgressRef.current) {
+        return;
+      }
+
+      submitInProgressRef.current = true;
+
+      try {
+        const created = await mutation.mutateAsync({
+          proformaId,
+          data: buildCreateRecurringProformaFromProformaInput(values),
+        });
+
+        showSuccessToast(
+          t("proformas.create_from_proforma.success_title"),
+          t("proformas.create_from_proforma.success_description")
+        );
+
+        setOpen(false);
+        navigate(buildRecurringProformaDetailPath(created.id));
+      } catch (error: unknown) {
+        const normalizedError = normalizeSubmitError(error);
+
+        if (isValidationErrorCollection(normalizedError)) {
+          applyValidationErrorCollection(form, normalizedError);
+          focusFirstInputFormError(form.formState.errors, form);
+          const errorMessage = getFirstFormErrorMessage(form.formState.errors, form);
+          showWarningToast(
+            t("proformas.create_from_proforma.error_title"),
+            errorMessage ?? t("proformas.create_from_proforma.error_description")
+          );
+          return;
+        }
+
+        showErrorToast(
+          t("proformas.create_from_proforma.error_title"),
+          normalizedError.message || t("proformas.create_from_proforma.error_description")
+        );
+      } finally {
+        submitInProgressRef.current = false;
+      }
+    },
+    (errors: FieldErrors<CreateRecurringProformaFromProformaForm>) => {
+      focusFirstInputFormError(errors, form);
+      const errorMessage = getFirstFormErrorMessage(errors, form);
+      showWarningToast(
+        t("proformas.create_from_proforma.error_title"),
+        errorMessage ?? t("proformas.create_from_proforma.error_description")
+      );
+    }
+  );
+
+  const onSubmit = (event: FormEvent<HTMLFormElement>) => {
+    event.stopPropagation();
+    return submitHandler(event);
+  };
+
+  return {
+    formId,
+    form,
+    open,
+    unit,
+    changeUnit,
+    isSubmitting: mutation.isPending,
+    openDialog,
+    closeDialog,
+    onSubmit,
+  };
+};
diff --git a/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils.test.ts b/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils.test.ts
new file mode 100644
index 00000000..125ca853
--- /dev/null
+++ b/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils.test.ts
@@ -0,0 +1,73 @@
+import assert from "node:assert/strict";
+import test from "node:test";
+
+import {
+  buildCreateRecurringProformaFromProformaDefaultValues,
+  buildCreateRecurringProformaFromProformaInput,
+  buildDefaultRecurringProformaName,
+} from "./use-create-recurring-proforma-from-proforma-dialog-controller.utils";
+
+test("propone un nombre estable a partir de la referencia de la proforma", () => {
+  assert.equal(buildDefaultRecurringProformaName("PF-2026-001"), "Recurrencia PF-2026-001");
+  assert.equal(buildDefaultRecurringProformaName(null), "");
+});
+
+test("crea los defaults esperados para el dialogo from-proforma", () => {
+  const defaults = buildCreateRecurringProformaFromProformaDefaultValues("PF-2026-001");
+
+  assert.deepEqual(defaults, {
+    name: "Recurrencia PF-2026-001",
+    startDate: "2026-09-01",
+    hasEndDate: false,
+    endDate: "",
+    unit: "month",
+    interval: 1,
+    monthlyRule: "same_day",
+  });
+});
+
+test("genera un payload minimo con endDate null y monthlyRule solo cuando aplica", () => {
+  assert.deepEqual(
+    buildCreateRecurringProformaFromProformaInput({
+      name: " Recurrencia PF-2026-001 ",
+      startDate: "2026-09-01",
+      hasEndDate: false,
+      endDate: "",
+      unit: "week",
+      interval: 2,
+      monthlyRule: null,
+    }),
+    {
+      name: "Recurrencia PF-2026-001",
+      schedule: {
+        startDate: "2026-09-01",
+        endDate: null,
+        unit: "week",
+        interval: 2,
+        monthlyRule: null,
+      },
+    }
+  );
+
+  assert.deepEqual(
+    buildCreateRecurringProformaFromProformaInput({
+      name: "Recurrencia PF-2026-001",
+      startDate: "2026-09-01",
+      hasEndDate: true,
+      endDate: "2026-12-31",
+      unit: "month",
+      interval: 1,
+      monthlyRule: "last_day_of_month",
+    }),
+    {
+      name: "Recurrencia PF-2026-001",
+      schedule: {
+        startDate: "2026-09-01",
+        endDate: "2026-12-31",
+        unit: "month",
+        interval: 1,
+        monthlyRule: "last_day_of_month",
+      },
+    }
+  );
+});
diff --git a/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils.ts b/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils.ts
new file mode 100644
index 00000000..32bad7e6
--- /dev/null
+++ b/modules/customer-invoices/src/web/proformas/detail/controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils.ts
@@ -0,0 +1,74 @@
+import { DateHelper } from "@repo/rdx-utils";
+import { z } from "zod/v4";
+
+import type { CreateRecurringProformaFromProformaRequestDTO } from "../../../../common/dto/request/recurring-proformas/create-recurring-proforma-from-proforma.request.dto";
+
+const dateOnlyField = z.iso.date("required");
+
+export const CreateRecurringProformaFromProformaFormSchema = z
+  .object({
+    name: z.string().trim().min(1, "required"),
+    startDate: dateOnlyField,
+    hasEndDate: z.boolean(),
+    endDate: z.string().trim(),
+    unit: z.enum(["week", "month", "year"]),
+    interval: z.coerce.number().int().positive(),
+    monthlyRule: z.enum(["same_day", "last_day_of_month"]).nullable(),
+  })
+  .superRefine((value, context) => {
+    if (value.hasEndDate && !dateOnlyField.safeParse(value.endDate).success) {
+      context.addIssue({
+        code: "custom",
+        message: "required",
+        path: ["endDate"],
+      });
+    }
+
+    if (value.unit === "month" && value.monthlyRule === null) {
+      context.addIssue({
+        code: "custom",
+        message: "required",
+        path: ["monthlyRule"],
+      });
+    }
+
+    if (value.unit !== "month" && value.monthlyRule !== null) {
+      context.addIssue({
+        code: "custom",
+        message: "invalid_type",
+        path: ["monthlyRule"],
+      });
+    }
+  });
+
+export type CreateRecurringProformaFromProformaForm = z.infer<
+  typeof CreateRecurringProformaFromProformaFormSchema
+>;
+
+export const buildDefaultRecurringProformaName = (proformaReference: string | null): string =>
+  proformaReference ? `Recurrencia ${proformaReference}` : "";
+
+export const buildCreateRecurringProformaFromProformaDefaultValues = (
+  proformaReference: string | null
+): CreateRecurringProformaFromProformaForm => ({
+  name: buildDefaultRecurringProformaName(proformaReference),
+  startDate: DateHelper.buildTodayIsoDate(),
+  hasEndDate: false,
+  endDate: "",
+  unit: "month",
+  interval: 1,
+  monthlyRule: "same_day",
+});
+
+export const buildCreateRecurringProformaFromProformaInput = (
+  values: CreateRecurringProformaFromProformaForm
+): CreateRecurringProformaFromProformaRequestDTO => ({
+  name: values.name.trim(),
+  schedule: {
+    startDate: values.startDate,
+    endDate: values.hasEndDate ? values.endDate.trim() : null,
+    unit: values.unit,
+    interval: values.interval,
+    monthlyRule: values.unit === "month" ? values.monthlyRule : null,
+  },
+});
diff --git a/modules/customer-invoices/src/web/proformas/detail/controllers/use-proforma-detail-page-controller.ts b/modules/customer-invoices/src/web/proformas/detail/controllers/use-proforma-detail-page-controller.ts
index f76ef80b..7a0179b5 100644
--- a/modules/customer-invoices/src/web/proformas/detail/controllers/use-proforma-detail-page-controller.ts
+++ b/modules/customer-invoices/src/web/proformas/detail/controllers/use-proforma-detail-page-controller.ts
@@ -38,6 +38,7 @@ import {
   buildProformaDetailHeaderViewModel,
   buildProformaDetailPageErrorViewModel,
 } from "../utils";
+import { useCreateRecurringProformaFromProformaDialogController } from "./use-create-recurring-proforma-from-proforma-dialog-controller";
 
 const PROFORMAS_FALLBACK_PATH = "/proformas";
 // biome-ignore lint/suspicious/noControlCharactersInRegex: <Se utiliza para reemplazar caracteres inválidos en el nombre del archivo>
@@ -97,6 +98,10 @@ export const useProformaDetailPageController = () => {
 
   const issueDialogCtrl = useIssueProformaDialogController();
   const changeStatusDialogCtrl = useChangeProformaStatusDialogController();
+  const createRecurringDialogCtrl = useCreateRecurringProformaFromProformaDialogController({
+    proformaId: id,
+    proformaReference: proformaQuery.data?.proformaReference ?? null,
+  });
   const previewPdfQuery = useDownloadProformaPDFQuery(id, {
     enabled: Boolean(id),
   });
@@ -447,6 +452,7 @@ export const useProformaDetailPageController = () => {
         changeStatus: t("pages.proformas.list.actions.change_status"),
         issue: t("pages.proformas.list.actions.issue"),
         duplicate: t("pages.proformas.list.actions.duplicate"),
+        createRecurring: t("pages.proformas.list.actions.create_recurring"),
         openPdf: t("proformas.detail.document.actions.open"),
         downloadPdf: t("pages.proformas.list.actions.download_pdf"),
         archive: t("pages.proformas.list.actions.archive"),
@@ -467,6 +473,7 @@ export const useProformaDetailPageController = () => {
       loading: {
         issue: issueDialogCtrl.isSubmitting,
         duplicate: duplicateMutation.isPending,
+        "create-recurring": createRecurringDialogCtrl.isSubmitting,
         "open-pdf": previewPdfQuery.isFetching && !previewPdfBlob,
         "download-pdf": previewPdfQuery.isFetching && !previewPdfBlob,
         archive: archiveMutation.isPending,
@@ -476,6 +483,7 @@ export const useProformaDetailPageController = () => {
   }, [
     archiveMutation.isPending,
     duplicateMutation.isPending,
+    createRecurringDialogCtrl.isSubmitting,
     issueDialogCtrl.isSubmitting,
     previewPdfBlob,
     previewPdfQuery.isFetching,
@@ -509,6 +517,9 @@ export const useProformaDetailPageController = () => {
       case "duplicate":
         handleDuplicate();
         return;
+      case "create-recurring":
+        createRecurringDialogCtrl.openDialog();
+        return;
       case "open-pdf":
         handleOpenPreviewPdf().catch((error: unknown) => {
           showErrorToast(
@@ -551,6 +562,7 @@ export const useProformaDetailPageController = () => {
     dialogs: {
       issue: issueDialogCtrl,
       changeStatus: changeStatusDialogCtrl,
+      createRecurring: createRecurringDialogCtrl,
     },
     viewer: {
       handleDownload,
diff --git a/modules/customer-invoices/src/web/proformas/detail/entities/proforma-detail-view-models.entity.ts b/modules/customer-invoices/src/web/proformas/detail/entities/proforma-detail-view-models.entity.ts
index b698c483..270be7a4 100644
--- a/modules/customer-invoices/src/web/proformas/detail/entities/proforma-detail-view-models.entity.ts
+++ b/modules/customer-invoices/src/web/proformas/detail/entities/proforma-detail-view-models.entity.ts
@@ -135,6 +135,7 @@ export type ProformaDetailActionKey =
   | "change-status"
   | "issue"
   | "duplicate"
+  | "create-recurring"
   | "open-pdf"
   | "download-pdf"
   | "archive"
diff --git a/modules/customer-invoices/src/web/proformas/detail/ui/blocks/proforma-detail-header-actions.tsx b/modules/customer-invoices/src/web/proformas/detail/ui/blocks/proforma-detail-header-actions.tsx
index 48aa32ba..64671a4a 100644
--- a/modules/customer-invoices/src/web/proformas/detail/ui/blocks/proforma-detail-header-actions.tsx
+++ b/modules/customer-invoices/src/web/proformas/detail/ui/blocks/proforma-detail-header-actions.tsx
@@ -44,6 +44,8 @@ export const ProformaDetailHeaderActions = ({
         return FileOutputIcon;
       case "duplicate":
         return CopyIcon;
+      case "create-recurring":
+        return RefreshCwIcon;
       case "open-pdf":
         return ExternalLinkIcon;
       case "download-pdf":
@@ -52,7 +54,6 @@ export const ProformaDetailHeaderActions = ({
         return ArchiveIcon;
       case "unarchive":
         return Undo2Icon;
-      case "edit":
       default:
         return PencilIcon;
     }
diff --git a/modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.test.tsx b/modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.test.tsx
new file mode 100644
index 00000000..e0af54fc
--- /dev/null
+++ b/modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.test.tsx
@@ -0,0 +1,128 @@
+import assert from "node:assert/strict";
+import { mock, test } from "node:test";
+
+import type { ReactNode } from "react";
+import { renderToStaticMarkup } from "react-dom/server";
+import { useForm } from "react-hook-form";
+
+import esResources from "../../../../../common/locales/es.json";
+import type { CreateRecurringProformaFromProformaForm } from "../../controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils";
+
+const isRecord = (value: unknown): value is Record<string, unknown> =>
+  typeof value === "object" && value !== null;
+
+const getTranslationValue = (key: string): unknown =>
+  key.split(".").reduce<unknown>((current, segment) => {
+    return isRecord(current) ? current[segment] : undefined;
+  }, esResources);
+
+const getTranslation = (key: string, options: Record<string, string | number> = {}): string => {
+  const pluralKey =
+    typeof options.count === "number" ? `${key}_${options.count === 1 ? "one" : "other"}` : key;
+  const value = getTranslationValue(pluralKey) ?? getTranslationValue(key);
+
+  return typeof value === "string"
+    ? value.replace(/{{(\w+)}}/g, (_, name: string) => String(options[name] ?? ""))
+    : key;
+};
+
+const renderDialog = async (unit: CreateRecurringProformaFromProformaForm["unit"]) => {
+  mock.module("../../../../i18n", {
+    namedExports: {
+      useTranslation: () => ({
+        i18n: { language: "es" },
+        t: getTranslation,
+      }),
+    },
+  });
+
+  mock.module("@repo/shadcn-ui/components", {
+    namedExports: {
+      Button: ({ children, ...props }: Record<string, unknown>) => (
+        <button {...props}>{children as ReactNode}</button>
+      ),
+      Checkbox: (props: Record<string, unknown>) => <input type="checkbox" {...props} />,
+      Dialog: ({ children }: { children?: ReactNode }) => <div>{children}</div>,
+      DialogContent: ({ children, ...props }: Record<string, unknown>) => (
+        <div {...props}>{children as ReactNode}</div>
+      ),
+      DialogDescription: ({ children }: { children?: ReactNode }) => <p>{children}</p>,
+      DialogFooter: ({ children }: { children?: ReactNode }) => <div>{children}</div>,
+      DialogHeader: ({ children }: { children?: ReactNode }) => <div>{children}</div>,
+      DialogTitle: ({ children }: { children?: ReactNode }) => <h2>{children}</h2>,
+      Input: (props: Record<string, unknown>) => <input {...props} />,
+      Label: ({ children }: Record<string, unknown>) => <span>{children as ReactNode}</span>,
+      Select: ({ children }: { children?: ReactNode }) => <div>{children}</div>,
+      SelectContent: ({ children }: { children?: ReactNode }) => <div>{children}</div>,
+      SelectItem: ({ children, value }: { children?: ReactNode; value: string }) => (
+        <option value={value}>{children}</option>
+      ),
+      SelectTrigger: ({ children, ...props }: Record<string, unknown>) => (
+        <button {...props}>{children as ReactNode}</button>
+      ),
+      Spinner: () => <span>spinner</span>,
+    },
+  });
+
+  const { CreateRecurringProformaFromProformaDialog } = await import(
+    "./create-recurring-proforma-from-proforma-dialog"
+  );
+
+  const Harness = () => {
+    const form = useForm<CreateRecurringProformaFromProformaForm>({
+      defaultValues: {
+        name: "Recurrencia PF-2026-001",
+        startDate: "2026-09-01",
+        hasEndDate: false,
+        endDate: "",
+        unit,
+        interval: 1,
+        monthlyRule: unit === "month" ? "same_day" : null,
+      },
+    });
+
+    return (
+      <CreateRecurringProformaFromProformaDialog
+        form={form}
+        formId="create-recurring-proforma-from-proforma-form"
+        isSubmitting={false}
+        onOpenChange={() => undefined}
+        onSubmit={() => undefined}
+        onUnitChange={() => undefined}
+        open
+        unit={unit}
+      />
+    );
+  };
+
+  const markup = renderToStaticMarkup(<Harness />);
+  mock.restoreAll();
+
+  return markup;
+};
+
+test("renderiza el dialogo productivo con los campos esperados y la regla mensual", async () => {
+  const markup = await renderDialog("month");
+
+  assert.match(markup, /Crear proforma recurrente/);
+  assert.match(markup, /id="create-recurring-from-proforma-name"/);
+  assert.match(markup, /id="create-recurring-from-proforma-start-date"/);
+  assert.match(markup, /id="create-recurring-from-proforma-end-date"/);
+  assert.match(markup, /id="create-recurring-from-proforma-unit"/);
+  assert.match(markup, /id="create-recurring-from-proforma-interval"/);
+  assert.match(markup, /id="create-recurring-from-proforma-monthly-rule"/);
+  assert.match(markup, /Sin fecha de fin/);
+  assert.match(
+    markup,
+    /La proforma se generará cada mes el mismo día de cada mes, a partir del 1 de septiembre de 2026 y sin fecha de finalización\./
+  );
+  assert.match(markup, /data-slot="selected-unit">Mes/);
+  assert.match(markup, /data-slot="selected-monthly-rule">Mismo dia del mes/);
+  assert.doesNotMatch(markup, /proformas\.create_from_proforma/);
+});
+
+test("oculta la regla mensual cuando la unidad no es month", async () => {
+  const markup = await renderDialog("week");
+
+  assert.doesNotMatch(markup, /create-recurring-from-proforma-monthly-rule/);
+});
diff --git a/modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.tsx b/modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.tsx
new file mode 100644
index 00000000..55546b24
--- /dev/null
+++ b/modules/customer-invoices/src/web/proformas/detail/ui/components/create-recurring-proforma-from-proforma-dialog.tsx
@@ -0,0 +1,330 @@
+import {
+  Button,
+  Checkbox,
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  Input,
+  Label,
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  Spinner,
+} from "@repo/shadcn-ui/components";
+import { CalendarDaysIcon, Repeat2Icon } from "lucide-react";
+import type { FormEvent } from "react";
+import type { UseFormReturn } from "react-hook-form";
+import { Controller } from "react-hook-form";
+
+import { useTranslation } from "../../../../i18n";
+import { formatRecurringProformaScheduleSummary } from "../../../../recurring-proformas/shared/recurring-proforma-schedule-summary";
+import type { CreateRecurringProformaFromProformaForm } from "../../controllers/use-create-recurring-proforma-from-proforma-dialog-controller.utils";
+
+interface CreateRecurringProformaFromProformaDialogProps {
+  formId: string;
+  open: boolean;
+  isSubmitting: boolean;
+  unit: CreateRecurringProformaFromProformaForm["unit"];
+  form: UseFormReturn<CreateRecurringProformaFromProformaForm>;
+  onUnitChange: (unit: CreateRecurringProformaFromProformaForm["unit"]) => void;
+  onOpenChange: (open: boolean) => void;
+  onSubmit: (event: FormEvent<HTMLFormElement>) => void;
+}
+
+export const CreateRecurringProformaFromProformaDialog = ({
+  formId,
+  open,
+  isSubmitting,
+  unit,
+  form,
+  onUnitChange,
+  onOpenChange,
+  onSubmit,
+}: CreateRecurringProformaFromProformaDialogProps) => {
+  const { t, i18n } = useTranslation();
+  const formValues = form.watch();
+  const hasEndDate = form.watch("hasEndDate");
+  const errors = form.formState.errors;
+  const scheduleSummary = formatRecurringProformaScheduleSummary(
+    {
+      startDate: formValues.startDate,
+      endDate: formValues.hasEndDate ? formValues.endDate : null,
+      unit,
+      interval: formValues.interval,
+      monthlyRule: formValues.monthlyRule,
+    },
+    {
+      locale: i18n.language === "en" ? "en-US" : "es-ES",
+      t: (key, options) => String(t(key, options)),
+    }
+  );
+
+  return (
+    <Dialog
+      onOpenChange={(nextOpen) => {
+        if (isSubmitting) {
+          return;
+        }
+
+        onOpenChange(nextOpen);
+      }}
+      open={open}
+    >
+      <DialogContent className="gap-0 overflow-hidden p-0 sm:max-w-2xl">
+        <DialogHeader className="border-b bg-muted/40 px-6 py-5 sm:px-7">
+          <DialogTitle>{t("proformas.create_from_proforma.title")}</DialogTitle>
+          <DialogDescription className="max-w-lg">
+            {t("proformas.create_from_proforma.description")}
+          </DialogDescription>
+        </DialogHeader>
+
+        <form className="space-y-6 px-6 py-5 sm:px-7" id={formId} noValidate onSubmit={onSubmit}>
+          <div className="space-y-2.5">
+            <Label htmlFor="create-recurring-from-proforma-name">
+              {t("proformas.create_from_proforma.name")}
+            </Label>
+            <Input
+              className="h-11 bg-background"
+              disabled={isSubmitting}
+              id="create-recurring-from-proforma-name"
+              {...form.register("name")}
+            />
+            {errors.name ? (
+              <p className="text-sm text-destructive">
+                {t("proformas.create_from_proforma.name_required")}
+              </p>
+            ) : null}
+          </div>
+
+          <section
+            aria-labelledby="create-recurring-from-proforma-period-title"
+            className="rounded-xl border bg-muted/20 p-4 sm:p-5"
+          >
+            <div className="mb-4 flex items-center gap-3">
+              <span className="flex size-8 items-center justify-center rounded-lg bg-primary/10 text-primary">
+                <CalendarDaysIcon aria-hidden className="size-4" />
+              </span>
+              <h3 className="font-medium text-sm" id="create-recurring-from-proforma-period-title">
+                {t("proformas.create_from_proforma.period_title")}
+              </h3>
+            </div>
+
+            <div className="grid gap-4 sm:grid-cols-2">
+              <div className="min-w-0 space-y-2">
+                <Label htmlFor="create-recurring-from-proforma-start-date">
+                  {t("proformas.create_from_proforma.start_date")}
+                </Label>
+                <Input
+                  className="bg-background"
+                  disabled={isSubmitting}
+                  id="create-recurring-from-proforma-start-date"
+                  type="date"
+                  {...form.register("startDate")}
+                />
+                {errors.startDate ? (
+                  <p className="text-sm text-destructive">
+                    {t("proformas.create_from_proforma.start_date_invalid")}
+                  </p>
+                ) : null}
+              </div>
+
+              <div className="min-w-0 space-y-2">
+                <div className="flex flex-wrap items-center justify-between gap-x-3 gap-y-2">
+                  <Label htmlFor="create-recurring-from-proforma-end-date">
+                    {t("proformas.create_from_proforma.end_date")}
+                  </Label>
+                  <Controller
+                    control={form.control}
+                    name="hasEndDate"
+                    render={({ field }) => (
+                      <label
+                        className="flex cursor-pointer items-center gap-2 text-muted-foreground text-xs"
+                        htmlFor="create-recurring-from-proforma-no-end-date"
+                      >
+                        <Checkbox
+                          checked={!field.value}
+                          disabled={isSubmitting}
+                          id="create-recurring-from-proforma-no-end-date"
+                          onCheckedChange={(checked) => field.onChange(!checked)}
+                        />
+                        {t("proformas.create_from_proforma.no_end_date")}
+                      </label>
+                    )}
+                  />
+                </div>
+                <Input
+                  className="bg-background"
+                  disabled={isSubmitting || !hasEndDate}
+                  id="create-recurring-from-proforma-end-date"
+                  type="date"
+                  {...form.register("endDate")}
+                />
+                {errors.endDate ? (
+                  <p className="text-sm text-destructive">
+                    {t("proformas.create_from_proforma.end_date_invalid")}
+                  </p>
+                ) : null}
+              </div>
+            </div>
+          </section>
+
+          <section
+            aria-labelledby="create-recurring-from-proforma-recurrence-title"
+            className="rounded-xl border bg-muted/20 p-4 sm:p-5"
+          >
+            <div className="mb-4 flex items-center gap-3">
+              <span className="flex size-8 items-center justify-center rounded-lg bg-primary/10 text-primary">
+                <Repeat2Icon aria-hidden className="size-4" />
+              </span>
+              <h3
+                className="font-medium text-sm"
+                id="create-recurring-from-proforma-recurrence-title"
+              >
+                {t("proformas.create_from_proforma.recurrence_title")}
+              </h3>
+            </div>
+
+            <div className="grid gap-4 sm:grid-cols-2">
+              <div className="min-w-0 space-y-2">
+                <Label htmlFor="create-recurring-from-proforma-unit">
+                  {t("proformas.create_from_proforma.frequency")}
+                </Label>
+                <Controller
+                  control={form.control}
+                  name="unit"
+                  render={({ field }) => (
+                    <Select
+                      disabled={isSubmitting}
+                      onValueChange={(value) => {
+                        if (value) {
+                          onUnitChange(value);
+                        }
+                      }}
+                      value={field.value}
+                    >
+                      <SelectTrigger
+                        className="w-full bg-background"
+                        id="create-recurring-from-proforma-unit"
+                      >
+                        <span
+                          className="flex flex-1 items-center text-left"
+                          data-slot="selected-unit"
+                        >
+                          {t(`proformas.create_from_proforma.units.${field.value}`)}
+                        </span>
+                      </SelectTrigger>
+                      <SelectContent>
+                        <SelectItem value="week">
+                          {t("proformas.create_from_proforma.units.week")}
+                        </SelectItem>
+                        <SelectItem value="month">
+                          {t("proformas.create_from_proforma.units.month")}
+                        </SelectItem>
+                        <SelectItem value="year">
+                          {t("proformas.create_from_proforma.units.year")}
+                        </SelectItem>
+                      </SelectContent>
+                    </Select>
+                  )}
+                />
+              </div>
+
+              <div className="min-w-0 space-y-2">
+                <Label htmlFor="create-recurring-from-proforma-interval">
+                  {t("proformas.create_from_proforma.interval")}
+                </Label>
+                <Input
+                  className="bg-background"
+                  disabled={isSubmitting}
+                  id="create-recurring-from-proforma-interval"
+                  min={1}
+                  step={1}
+                  type="number"
+                  {...form.register("interval", { valueAsNumber: true })}
+                />
+                {errors.interval ? (
+                  <p className="text-sm text-destructive">
+                    {t("proformas.create_from_proforma.interval_invalid")}
+                  </p>
+                ) : null}
+              </div>
+            </div>
+
+            {unit === "month" ? (
+              <div className="mt-4 min-w-0 space-y-2 border-t pt-4">
+                <Label htmlFor="create-recurring-from-proforma-monthly-rule">
+                  {t("proformas.create_from_proforma.monthly_rule")}
+                </Label>
+                <Controller
+                  control={form.control}
+                  name="monthlyRule"
+                  render={({ field }) => (
+                    <Select
+                      disabled={isSubmitting}
+                      onValueChange={field.onChange}
+                      value={field.value ?? "same_day"}
+                    >
+                      <SelectTrigger
+                        className="w-full bg-background"
+                        id="create-recurring-from-proforma-monthly-rule"
+                      >
+                        <span
+                          className="flex flex-1 items-center text-left"
+                          data-slot="selected-monthly-rule"
+                        >
+                          {t(
+                            `proformas.create_from_proforma.monthly_rules.${field.value ?? "same_day"}`
+                          )}
+                        </span>
+                      </SelectTrigger>
+                      <SelectContent>
+                        <SelectItem value="same_day">
+                          {t("proformas.create_from_proforma.monthly_rules.same_day")}
+                        </SelectItem>
+                        <SelectItem value="last_day_of_month">
+                          {t("proformas.create_from_proforma.monthly_rules.last_day_of_month")}
+                        </SelectItem>
+                      </SelectContent>
+                    </Select>
+                  )}
+                />
+              </div>
+            ) : null}
+          </section>
+
+          {scheduleSummary ? (
+            <aside
+              aria-live="polite"
+              className="rounded-xl border border-primary/15 bg-primary/5 px-4 py-3.5"
+            >
+              <p className="font-medium text-primary text-sm">
+                {t("proformas.create_from_proforma.preview.title")}
+              </p>
+              <p className="mt-1 text-muted-foreground text-sm leading-6">{scheduleSummary}</p>
+            </aside>
+          ) : null}
+        </form>
+
+        <DialogFooter className="border-t bg-muted/30 px-6 py-4 sm:px-7">
+          <Button disabled={isSubmitting} onClick={() => onOpenChange(false)} variant="outline">
+            {t("proformas.create_from_proforma.cancel")}
+          </Button>
+          <Button disabled={isSubmitting} form={formId} type="submit">
+            {isSubmitting ? (
+              <>
+                <Spinner aria-hidden className="mr-2 size-4" />
+                <span aria-live="polite">{t("proformas.create_from_proforma.creating")}</span>
+              </>
+            ) : (
+              t("proformas.create_from_proforma.submit")
+            )}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};
diff --git a/modules/customer-invoices/src/web/proformas/detail/ui/components/index.ts b/modules/customer-invoices/src/web/proformas/detail/ui/components/index.ts
index 14166ff8..a0cb85ca 100644
--- a/modules/customer-invoices/src/web/proformas/detail/ui/components/index.ts
+++ b/modules/customer-invoices/src/web/proformas/detail/ui/components/index.ts
@@ -1,4 +1,5 @@
 export * from "./proforma-detail-archived-badge";
+export * from "./create-recurring-proforma-from-proforma-dialog";
 export * from "./proforma-detail-field";
 export * from "./proforma-detail-header-meta";
 export * from "./proforma-detail-section";
diff --git a/modules/customer-invoices/src/web/proformas/detail/ui/pages/proforma-detail-page.test.tsx b/modules/customer-invoices/src/web/proformas/detail/ui/pages/proforma-detail-page.test.tsx
new file mode 100644
index 00000000..0250a0b1
--- /dev/null
+++ b/modules/customer-invoices/src/web/proformas/detail/ui/pages/proforma-detail-page.test.tsx
@@ -0,0 +1,122 @@
+import assert from "node:assert/strict";
+import { mock, test } from "node:test";
+
+import type { ReactNode } from "react";
+import { renderToStaticMarkup } from "react-dom/server";
+
+test("cablea el dialogo de crear recurrencia desde el detalle de la proforma", async () => {
+  let capturedHeaderProps: Record<string, unknown> | undefined;
+  let capturedDialogProps: Record<string, unknown> | undefined;
+
+  mock.module("@erp/core/components", {
+    namedExports: {
+      PageErrorState: () => null,
+    },
+  });
+
+  mock.module("../../controllers", {
+    namedExports: {
+      useProformaDetailPageController: () => ({
+        state: { isInitialLoading: false, pageError: null },
+        header: {},
+        document: {},
+        general: {},
+        actions: {},
+        navigation: {
+          navigateBack: () => undefined,
+          openCustomerInNewTab: () => undefined,
+          openLinkedInvoiceInNewTab: () => undefined,
+        },
+        handlers: {
+          executeAction: () => undefined,
+        },
+        viewer: {
+          handleDownload: () => undefined,
+          handleOpenPreviewPdf: () => undefined,
+          handlePrintPreview: () => undefined,
+          handleRetryDocument: async () => undefined,
+        },
+        issuanceReadiness: null,
+        documentState: {},
+        dialogs: {
+          issue: {
+            blockerMessages: [],
+            readiness: null,
+            isReadinessLoading: false,
+            isSubmitting: false,
+            confirmIssue: () => undefined,
+            openEdit: () => undefined,
+            closeDialog: () => undefined,
+            retryReadiness: () => undefined,
+            open: false,
+            readinessError: null,
+            target: null,
+          },
+          changeStatus: {
+            isSubmitting: false,
+            confirmChangeStatus: () => undefined,
+            closeDialog: () => undefined,
+            open: false,
+            targets: [],
+          },
+          createRecurring: {
+            form: {},
+            formId: "create-recurring-form",
+            isSubmitting: false,
+            changeUnit: () => undefined,
+            closeDialog: () => undefined,
+            onSubmit: () => undefined,
+            open: true,
+            unit: "month",
+          },
+        },
+      }),
+    },
+  });
+
+  mock.module("../blocks", {
+    namedExports: {
+      ProformaDetailContent: ({ children }: { children?: ReactNode }) => children ?? null,
+      ProformaDetailHeader: (props: Record<string, unknown>) => {
+        capturedHeaderProps = props;
+        return null;
+      },
+      ProformaDetailInspector: () => null,
+      ProformaDocumentPane: () => null,
+    },
+  });
+
+  mock.module("../components", {
+    namedExports: {
+      ProformaDetailSkeleton: () => null,
+      CreateRecurringProformaFromProformaDialog: (props: Record<string, unknown>) => {
+        capturedDialogProps = props;
+        return null;
+      },
+    },
+  });
+
+  mock.module("../../../change-status", {
+    namedExports: {
+      ChangeProformaStatusDialog: () => null,
+    },
+  });
+
+  mock.module("../../../issue-proforma", {
+    namedExports: {
+      IssueProformaDialog: () => null,
+    },
+  });
+
+  const { ProformaDetailPage } = await import("./proforma-detail-page");
+
+  renderToStaticMarkup(<ProformaDetailPage />);
+
+  assert.ok(capturedHeaderProps);
+  assert.equal(capturedDialogProps?.formId, "create-recurring-form");
+  assert.equal(capturedDialogProps?.open, true);
+  assert.equal(capturedDialogProps?.unit, "month");
+  assert.equal(typeof capturedDialogProps?.onUnitChange, "function");
+
+  mock.restoreAll();
+});
diff --git a/modules/customer-invoices/src/web/proformas/detail/ui/pages/proforma-detail-page.tsx b/modules/customer-invoices/src/web/proformas/detail/ui/pages/proforma-detail-page.tsx
index 053b8480..68725fd9 100644
--- a/modules/customer-invoices/src/web/proformas/detail/ui/pages/proforma-detail-page.tsx
+++ b/modules/customer-invoices/src/web/proformas/detail/ui/pages/proforma-detail-page.tsx
@@ -1,4 +1,5 @@
 import { PageErrorState } from "@erp/core/components";
+import { RdxPageStack } from "@repo/rdx-ui/components";
 
 import { ChangeProformaStatusDialog } from "../../../change-status";
 import { IssueProformaDialog } from "../../../issue-proforma";
@@ -9,7 +10,7 @@ import {
   ProformaDetailInspector,
   ProformaDocumentPane,
 } from "../blocks";
-import { ProformaDetailSkeleton } from "../components";
+import { CreateRecurringProformaFromProformaDialog, ProformaDetailSkeleton } from "../components";
 
 export const ProformaDetailPage = () => {
   const ctrl = useProformaDetailPageController();
@@ -40,7 +41,7 @@ export const ProformaDetailPage = () => {
   }
 
   return (
-    <div className="flex h-full min-h-0 flex-col overflow-hidden">
+    <RdxPageStack className="fixed inset-0 min-h-0 overflow-hidden" spacing="none">
       <ProformaDetailHeader
         actions={ctrl.actions}
         header={ctrl.header}
@@ -98,6 +99,21 @@ export const ProformaDetailPage = () => {
         open={ctrl.dialogs.changeStatus.open}
         targets={ctrl.dialogs.changeStatus.targets}
       />
-    </div>
+
+      <CreateRecurringProformaFromProformaDialog
+        form={ctrl.dialogs.createRecurring.form}
+        formId={ctrl.dialogs.createRecurring.formId}
+        isSubmitting={ctrl.dialogs.createRecurring.isSubmitting}
+        onOpenChange={(open) => {
+          if (!open) {
+            ctrl.dialogs.createRecurring.closeDialog();
+          }
+        }}
+        onSubmit={ctrl.dialogs.createRecurring.onSubmit}
+        onUnitChange={ctrl.dialogs.createRecurring.changeUnit}
+        open={ctrl.dialogs.createRecurring.open}
+        unit={ctrl.dialogs.createRecurring.unit}
+      />
+    </RdxPageStack>
   );
 };
diff --git a/modules/customer-invoices/src/web/proformas/detail/utils/build-proforma-detail-actions.test.ts b/modules/customer-invoices/src/web/proformas/detail/utils/build-proforma-detail-actions.test.ts
new file mode 100644
index 00000000..a7284297
--- /dev/null
+++ b/modules/customer-invoices/src/web/proformas/detail/utils/build-proforma-detail-actions.test.ts
@@ -0,0 +1,49 @@
+import assert from "node:assert/strict";
+import test from "node:test";
+
+import { buildProformaDetailActions } from "./build-proforma-detail-actions";
+
+const labels = {
+  edit: "Editar",
+  changeStatus: "Cambiar estado",
+  issue: "Emitir",
+  duplicate: "Duplicar",
+  createRecurring: "Crear recurrencia desde esta proforma",
+  openPdf: "Abrir PDF",
+  downloadPdf: "Descargar PDF",
+  archive: "Archivar",
+  unarchive: "Desarchivar",
+  disabledReasons: {
+    archivedOnly: "Solo archivadas",
+    archiveConflict: "No se puede archivar",
+    editIssued: "Emitida",
+    editArchived: "Archivada",
+    statusIssued: "Emitida",
+    statusArchived: "Archivada",
+    issueNotAllowed: "No permitido",
+    operationInProgress: "En curso",
+  },
+};
+
+test("incluye la accion de crear recurrencia en el menu de detalle", () => {
+  const actions = buildProformaDetailActions({
+    status: "draft",
+    isArchived: false,
+    canIssue: false,
+    labels,
+    loading: {},
+  });
+
+  assert.deepEqual(
+    actions.items.find((item) => item.key === "create-recurring"),
+    {
+      key: "create-recurring",
+      label: "Crear recurrencia desde esta proforma",
+      placement: "menu",
+      visibility: "visible",
+      enabled: true,
+      loading: false,
+      disabledReason: null,
+    }
+  );
+});
diff --git a/modules/customer-invoices/src/web/proformas/detail/utils/build-proforma-detail-actions.ts b/modules/customer-invoices/src/web/proformas/detail/utils/build-proforma-detail-actions.ts
index 87b75608..1785363d 100644
--- a/modules/customer-invoices/src/web/proformas/detail/utils/build-proforma-detail-actions.ts
+++ b/modules/customer-invoices/src/web/proformas/detail/utils/build-proforma-detail-actions.ts
@@ -11,6 +11,7 @@ export interface ProformaDetailActionLabels {
   changeStatus: string;
   issue: string;
   duplicate: string;
+  createRecurring: string;
   openPdf: string;
   downloadPdf: string;
   archive: string;
@@ -121,6 +122,15 @@ export const buildProformaDetailActions = ({
       loading.duplicate ?? false,
       null
     ),
+    buildAction(
+      "create-recurring",
+      labels.createRecurring,
+      "menu",
+      "visible",
+      true,
+      loading["create-recurring"] ?? false,
+      null
+    ),
     buildAction(
       "open-pdf",
       labels.openPdf,
diff --git a/modules/customer-invoices/src/web/proformas/shared/ui/blocks/proforma-page-header.tsx b/modules/customer-invoices/src/web/proformas/shared/ui/blocks/proforma-page-header.tsx
index 4b65b002..01930c5d 100644
--- a/modules/customer-invoices/src/web/proformas/shared/ui/blocks/proforma-page-header.tsx
+++ b/modules/customer-invoices/src/web/proformas/shared/ui/blocks/proforma-page-header.tsx
@@ -1,4 +1,4 @@
-import { PageFormHeader } from "@erp/core/components";
+import { RdxPageHeader } from "@repo/rdx-ui/components";
 import { cn } from "@repo/shadcn-ui/lib/utils";
 import type { ReactNode } from "react";
 
@@ -26,7 +26,7 @@ export const ProformaPageHeader = ({
   contentClassName,
 }: ProformaPageHeaderProps) => {
   return (
-    <PageFormHeader
+    <RdxPageHeader
       actions={actions}
       backLabel={backLabel}
       className={cn("shrink-0", className)}
@@ -34,9 +34,10 @@ export const ProformaPageHeader = ({
       onBack={onBack}
       showStatus={showStatus}
       statusLabel={statusLabel}
+      sticky
       title={title}
     >
       {children}
-    </PageFormHeader>
+    </RdxPageHeader>
   );
 };
diff --git a/modules/customer-invoices/src/web/proformas/update/ui/pages/proforma-update-page.test.tsx b/modules/customer-invoices/src/web/proformas/update/ui/pages/proforma-update-page.test.tsx
index b1052a17..b91cd856 100644
--- a/modules/customer-invoices/src/web/proformas/update/ui/pages/proforma-update-page.test.tsx
+++ b/modules/customer-invoices/src/web/proformas/update/ui/pages/proforma-update-page.test.tsx
@@ -48,10 +48,11 @@ test("conecta la alta rápida directa y la alta rápida desde selector con callb
 
   mock.module("@repo/rdx-ui/components", {
     namedExports: {
-      AppContent: ({ children }: { children: ReactNode }) => children,
       CancelActionButton: () => null,
       PercentageField: () => null,
       RdxEditorStickyFooter: () => null,
+      RdxPageContainer: ({ children }: { children: ReactNode }) => children,
+      RdxPageStack: ({ children }: { children: ReactNode }) => children,
       RhfSubmitActionButton: () => null,
     },
   });
diff --git a/modules/customer-invoices/src/web/proformas/update/ui/pages/proforma-update-page.tsx b/modules/customer-invoices/src/web/proformas/update/ui/pages/proforma-update-page.tsx
index ce081aa1..6ef23f22 100644
--- a/modules/customer-invoices/src/web/proformas/update/ui/pages/proforma-update-page.tsx
+++ b/modules/customer-invoices/src/web/proformas/update/ui/pages/proforma-update-page.tsx
@@ -2,10 +2,11 @@ import { ErrorAlert, PageErrorState } from "@erp/core/components";
 import { UnsavedChangesProvider, useReturnToNavigation } from "@erp/core/hooks";
 import { QuickCreateCustomerDialog, SelectCustomerDialog } from "@erp/customers";
 import {
-  AppContent,
   CancelActionButton,
   PercentageField,
   RdxEditorStickyFooter,
+  RdxPageContainer,
+  RdxPageStack,
   RhfSubmitActionButton,
 } from "@repo/rdx-ui/components";
 import { showErrorToast } from "@repo/rdx-ui/helpers";
@@ -52,7 +53,7 @@ export const ProformaUpdatePage = () => {
 
   if (ctrl.pageError) {
     return (
-      <AppContent className="p-4 sm:p-6">
+      <RdxPageContainer width="full">
         <div className="mx-auto w-full max-w-3xl">
           <PageErrorState
             description={ctrl.pageError.description}
@@ -88,12 +89,14 @@ export const ProformaUpdatePage = () => {
             variant={ctrl.pageError.variant}
           />
         </div>
-      </AppContent>
+      </RdxPageContainer>
     );
   }
 
+  const hasPageAlerts = updateCtrl.isUpdateError || updateCtrl.isSeriesLoadError;
+
   return (
-    <div className="fixed inset-0 flex flex-col overflow-hidden">
+    <RdxPageStack className="fixed inset-0 min-h-0 overflow-hidden" spacing="none">
       <FormProvider {...updateCtrl.form}>
         <UnsavedChangesProvider isDirty={updateCtrl.form.formState.isDirty}>
           <ProformaUpdateHeader
@@ -139,35 +142,48 @@ export const ProformaUpdatePage = () => {
           />
 
           <div className="flex min-h-0 flex-1 flex-col bg-muted/20">
-            <div className="min-h-0 flex-1 overflow-y-auto">
-              {updateCtrl.isUpdateError && (
-                <ErrorAlert
-                  message={
-                    (updateCtrl.updateError as Error)?.message ??
-                    t("pages.proformas.update.error_msg", "Revisa los datos e inténtalo de nuevo.")
-                  }
-                  title={t("pages.proformas.update.error_title", "No se pudo guardar los cambios")}
-                />
-              )}
+            <RdxPageContainer className="min-h-0 flex-1 overflow-y-auto" padding="none" width="full">
+              {hasPageAlerts ? (
+                <RdxPageContainer className="pb-0" width="full">
+                  <RdxPageStack spacing="compact">
+                    {updateCtrl.isUpdateError && (
+                      <ErrorAlert
+                        message={
+                          (updateCtrl.updateError as Error)?.message ??
+                          t(
+                            "pages.proformas.update.error_msg",
+                            "Revisa los datos e inténtalo de nuevo."
+                          )
+                        }
+                        title={t(
+                          "pages.proformas.update.error_title",
+                          "No se pudo guardar los cambios"
+                        )}
+                      />
+                    )}
 
-              {updateCtrl.isSeriesLoadError && (
-                <ErrorAlert
-                  message={
-                    updateCtrl.seriesLoadError instanceof Error
-                      ? updateCtrl.seriesLoadError.message
-                      : t(
-                          "pages.proformas.update.series_load_error.message",
-                          "Inténtalo de nuevo más tarde."
-                        )
-                  }
-                  title={t(
-                    "pages.proformas.update.series_load_error.title",
-                    "No se pudieron cargar las series de facturación"
-                  )}
-                />
-              )}
+                    {updateCtrl.isSeriesLoadError && (
+                      <ErrorAlert
+                        message={
+                          updateCtrl.seriesLoadError instanceof Error
+                            ? updateCtrl.seriesLoadError.message
+                            : t(
+                                "pages.proformas.update.series_load_error.message",
+                                "Inténtalo de nuevo más tarde."
+                              )
+                        }
+                        title={t(
+                          "pages.proformas.update.series_load_error.title",
+                          "No se pudieron cargar las series de facturación"
+                        )}
+                      />
+                    )}
+                  </RdxPageStack>
+                </RdxPageContainer>
+              ) : null}
 
               <ProformaUpdateEditorForm
+                className={hasPageAlerts ? "pt-0" : undefined}
                 formId={updateCtrl.formId}
                 isSubmitting={updateCtrl.isUpdating}
                 itemsCtrl={updateCtrl.itemsCtrl}
@@ -182,7 +198,7 @@ export const ProformaUpdatePage = () => {
                 taxCtrl={updateCtrl.taxCtrl}
                 totalsCtrl={updateCtrl.totalsCtrl}
               />
-            </div>
+            </RdxPageContainer>
 
             <RdxEditorStickyFooter
               leading={
@@ -246,6 +262,6 @@ export const ProformaUpdatePage = () => {
           />
         </UnsavedChangesProvider>
       </FormProvider>
-    </div>
+    </RdxPageStack>
   );
 };
diff --git a/modules/customer-invoices/src/web/recurring-proformas/create/recurring-proforma-create-route.test.tsx b/modules/customer-invoices/src/web/recurring-proformas/create/recurring-proforma-create-route.test.tsx
index 62bbc177..0e0f54fb 100644
--- a/modules/customer-invoices/src/web/recurring-proformas/create/recurring-proforma-create-route.test.tsx
+++ b/modules/customer-invoices/src/web/recurring-proformas/create/recurring-proforma-create-route.test.tsx
@@ -5,8 +5,8 @@ import { mock, test } from "node:test";
 
 import { i18n } from "@repo/i18next";
 import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
-import { useForm } from "react-hook-form";
 import { renderToReadableStream } from "react-dom/server";
+import { useForm } from "react-hook-form";
 import { I18nextProvider } from "react-i18next";
 import { RouterProvider, createMemoryRouter } from "react-router-dom";
 
diff --git a/modules/customer-invoices/src/web/recurring-proformas/detail/index.ts b/modules/customer-invoices/src/web/recurring-proformas/detail/index.ts
index e4886d69..4aedf593 100644
--- a/modules/customer-invoices/src/web/recurring-proformas/detail/index.ts
+++ b/modules/customer-invoices/src/web/recurring-proformas/detail/index.ts
@@ -1 +1 @@
-export * from "./recurring-proforma-detail-page";
+export * from "./ui";
diff --git a/modules/customer-invoices/src/web/recurring-proformas/detail/ui/index.ts b/modules/customer-invoices/src/web/recurring-proformas/detail/ui/index.ts
new file mode 100644
index 00000000..c4e34b27
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/detail/ui/index.ts
@@ -0,0 +1 @@
+export * from "./pages";
diff --git a/modules/customer-invoices/src/web/recurring-proformas/detail/ui/pages/index.ts b/modules/customer-invoices/src/web/recurring-proformas/detail/ui/pages/index.ts
new file mode 100644
index 00000000..e4886d69
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/detail/ui/pages/index.ts
@@ -0,0 +1 @@
+export * from "./recurring-proforma-detail-page";
diff --git a/modules/customer-invoices/src/web/recurring-proformas/detail/recurring-proforma-detail-page.tsx b/modules/customer-invoices/src/web/recurring-proformas/detail/ui/pages/recurring-proforma-detail-page.tsx
similarity index 93%
rename from modules/customer-invoices/src/web/recurring-proformas/detail/recurring-proforma-detail-page.tsx
rename to modules/customer-invoices/src/web/recurring-proformas/detail/ui/pages/recurring-proforma-detail-page.tsx
index b2c1d47e..29d4e47a 100644
--- a/modules/customer-invoices/src/web/recurring-proformas/detail/recurring-proforma-detail-page.tsx
+++ b/modules/customer-invoices/src/web/recurring-proformas/detail/ui/pages/recurring-proforma-detail-page.tsx
@@ -1,4 +1,5 @@
-import { PageErrorState, PageFormHeader } from "@erp/core/components";
+import { PageErrorState } from "@erp/core/components";
+import { RdxPageStack } from "@repo/rdx-ui/components";
 import {
   Badge,
   Button,
@@ -10,17 +11,17 @@ import {
 import { ArrowLeftIcon } from "lucide-react";
 import { useNavigate, useParams } from "react-router-dom";
 
-import { useTranslation } from "../../i18n";
-import { useRecurringProforma } from "../shared/hooks/use-recurring-proforma";
-
+import { useTranslation } from "../../../../i18n";
+import { ProformaPageHeader } from "../../../../proformas/shared";
+import { useRecurringProforma } from "../../../shared/hooks/use-recurring-proforma";
 import {
   buildRecurringProformaDetailMainView,
   formatRecurringProformaDateOnly,
   formatRecurringProformaOverride,
   formatRecurringProformaPercentage,
   getRecurringProformaDetailFeedbackState,
-} from "./recurring-proforma-detail-utils";
-import { RecurringProformaOccurrencesSection } from "./recurring-proforma-occurrences-section";
+} from "../../recurring-proforma-detail-utils";
+import { RecurringProformaOccurrencesSection } from "../../recurring-proforma-occurrences-section";
 
 type DetailFieldProps = {
   label: string;
@@ -83,8 +84,8 @@ export const RecurringProformaDetailPage = () => {
   const discount = formatRecurringProformaPercentage(recurringProforma.global_discount_percentage);
 
   return (
-    <div className="space-y-6 p-4 sm:p-6">
-      <PageFormHeader
+    <RdxPageStack className="fixed inset-0 min-h-0 overflow-hidden" spacing="none">
+      <ProformaPageHeader
         backLabel={t("recurring_proformas.detail.back")}
         onBack={() => navigate("/recurring-proformas")}
         title={mainView.name}
@@ -95,7 +96,7 @@ export const RecurringProformaDetailPage = () => {
             {t("recurring_proformas.detail.context")}
           </span>
         </div>
-      </PageFormHeader>
+      </ProformaPageHeader>
 
       <div className="grid gap-6 xl:grid-cols-2">
         <Card>
@@ -236,6 +237,6 @@ export const RecurringProformaDetailPage = () => {
         <ArrowLeftIcon aria-hidden className="size-4" />
         {t("recurring_proformas.detail.back")}
       </Button>
-    </div>
+    </RdxPageStack>
   );
 };
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/api/create-recurring-proforma-from-proforma.api.test.ts b/modules/customer-invoices/src/web/recurring-proformas/shared/api/create-recurring-proforma-from-proforma.api.test.ts
new file mode 100644
index 00000000..d7993c2f
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/api/create-recurring-proforma-from-proforma.api.test.ts
@@ -0,0 +1,42 @@
+import assert from "node:assert/strict";
+import test from "node:test";
+
+import { createRecurringProformaFromProforma } from "./create-recurring-proforma-from-proforma.api";
+
+test("createRecurringProformaFromProforma usa una sola POST a la subruta de la proforma", async () => {
+  let resource = "";
+  let received: unknown;
+  const dataSource = {
+    createOne: async (nextResource: string, input: unknown) => {
+      resource = nextResource;
+      received = input;
+      return { id: "recurring-id" };
+    },
+  };
+
+  await createRecurringProformaFromProforma(dataSource as never, {
+    proformaId: "proforma-id",
+    data: {
+      name: "Recurrencia PF-2026-001",
+      schedule: {
+        startDate: "2026-09-01",
+        endDate: null,
+        unit: "month",
+        interval: 1,
+        monthlyRule: "same_day",
+      },
+    },
+  });
+
+  assert.equal(resource, "proformas/proforma-id/recurring-proforma");
+  assert.deepEqual(received, {
+    name: "Recurrencia PF-2026-001",
+    schedule: {
+      startDate: "2026-09-01",
+      endDate: null,
+      unit: "month",
+      interval: 1,
+      monthlyRule: "same_day",
+    },
+  });
+});
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/api/create-recurring-proforma-from-proforma.api.ts b/modules/customer-invoices/src/web/recurring-proformas/shared/api/create-recurring-proforma-from-proforma.api.ts
new file mode 100644
index 00000000..3f0c01fa
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/api/create-recurring-proforma-from-proforma.api.ts
@@ -0,0 +1,18 @@
+import type { IDataSource } from "@erp/core/client";
+
+import type { CreateRecurringProformaFromProformaRequestDTO } from "../../../../common/dto/request/recurring-proformas/create-recurring-proforma-from-proforma.request.dto";
+import type { RecurringProformaDetail } from "../recurring-proforma-list";
+
+export interface CreateRecurringProformaFromProformaParams {
+  proformaId: string;
+  data: CreateRecurringProformaFromProformaRequestDTO;
+}
+
+export const createRecurringProformaFromProforma = (
+  dataSource: IDataSource,
+  params: CreateRecurringProformaFromProformaParams
+): Promise<RecurringProformaDetail> =>
+  dataSource.createOne<CreateRecurringProformaFromProformaRequestDTO, RecurringProformaDetail>(
+    `proformas/${params.proformaId}/recurring-proforma`,
+    params.data
+  );
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma.test.tsx b/modules/customer-invoices/src/web/recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma.test.tsx
new file mode 100644
index 00000000..962cfd68
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma.test.tsx
@@ -0,0 +1,64 @@
+import assert from "node:assert/strict";
+import { mock, test } from "node:test";
+
+import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
+import { renderToStaticMarkup } from "react-dom/server";
+
+test("invalida la lista de recurrencias despues de crearla desde una proforma", async () => {
+  mock.module("@erp/core/hooks", {
+    namedExports: {
+      useDataSource: () => ({}),
+    },
+  });
+  mock.module("../api/create-recurring-proforma-from-proforma.api", {
+    namedExports: {
+      createRecurringProformaFromProforma: async () => ({ id: "recurring-test-id" }),
+    },
+  });
+
+  const { useCreateRecurringProformaFromProforma } = await import(
+    "./use-create-recurring-proforma-from-proforma"
+  );
+  const { recurringProformaQueryKeys } = await import("./recurring-proforma-query-keys");
+  const queryClient = new QueryClient();
+  const invalidatedQueryKeys: (readonly unknown[])[] = [];
+  const originalInvalidateQueries = queryClient.invalidateQueries.bind(queryClient);
+  queryClient.invalidateQueries = async (filters) => {
+    if (filters?.queryKey) {
+      invalidatedQueryKeys.push(filters.queryKey);
+    }
+
+    return await originalInvalidateQueries(filters);
+  };
+  let mutation!: ReturnType<typeof useCreateRecurringProformaFromProforma>;
+
+  const Harness = () => {
+    mutation = useCreateRecurringProformaFromProforma();
+    return null;
+  };
+
+  renderToStaticMarkup(
+    <QueryClientProvider client={queryClient}>
+      <Harness />
+    </QueryClientProvider>
+  );
+  const createdMutation = mutation;
+
+  await createdMutation.mutateAsync({
+    proformaId: "proforma-id",
+    data: {
+      name: "Recurrencia PF-2026-001",
+      schedule: {
+        startDate: "2026-09-01",
+        endDate: null,
+        unit: "month",
+        interval: 1,
+        monthlyRule: "same_day",
+      },
+    },
+  });
+
+  assert.deepEqual(invalidatedQueryKeys, [recurringProformaQueryKeys.lists]);
+
+  mock.restoreAll();
+});
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma.ts b/modules/customer-invoices/src/web/recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma.ts
new file mode 100644
index 00000000..a50acbe8
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/hooks/use-create-recurring-proforma-from-proforma.ts
@@ -0,0 +1,44 @@
+import { useDataSource } from "@erp/core/hooks";
+import { CreateRecurringProformaFromProformaRequestSchema } from "@erp/customer-invoices/common";
+import { ValidationErrorCollection } from "@repo/rdx-ddd";
+import { type DefaultError, useMutation, useQueryClient } from "@tanstack/react-query";
+import type { ZodError } from "zod";
+
+import type { RecurringProformaDetail } from "../recurring-proforma-list";
+import {
+  createRecurringProformaFromProforma,
+  type CreateRecurringProformaFromProformaParams,
+} from "../api/create-recurring-proforma-from-proforma.api";
+
+import { recurringProformaQueryKeys } from "./recurring-proforma-query-keys";
+
+const toValidationErrors = (error: ZodError<unknown>) =>
+  error.issues.map((issue) => ({
+    path: issue.path.join("."),
+    message: issue.message,
+    value: issue.input,
+  }));
+
+export const useCreateRecurringProformaFromProforma = () => {
+  const dataSource = useDataSource();
+  const queryClient = useQueryClient();
+
+  return useMutation<
+    RecurringProformaDetail,
+    DefaultError,
+    CreateRecurringProformaFromProformaParams
+  >({
+    mutationFn: async (params) => {
+      const result = CreateRecurringProformaFromProformaRequestSchema.safeParse(params.data);
+
+      if (!result.success) {
+        throw new ValidationErrorCollection("Validation failed", toValidationErrors(result.error));
+      }
+
+      return await createRecurringProformaFromProforma(dataSource, params);
+    },
+    onSuccess: async () => {
+      await queryClient.invalidateQueries({ queryKey: recurringProformaQueryKeys.lists });
+    },
+  });
+};
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/recurring-proforma-schedule-summary.test.ts b/modules/customer-invoices/src/web/recurring-proformas/shared/recurring-proforma-schedule-summary.test.ts
new file mode 100644
index 00000000..00a17fb9
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/recurring-proforma-schedule-summary.test.ts
@@ -0,0 +1,77 @@
+import assert from "node:assert/strict";
+import test from "node:test";
+
+import {
+  type RecurringProformaScheduleSummary,
+  formatRecurringProformaScheduleSummary,
+} from "./recurring-proforma-schedule-summary";
+
+const TRANSLATIONS: Record<string, string> = {
+  "recurring_proformas.schedule_summary.cadence.week_one": "cada semana",
+  "recurring_proformas.schedule_summary.cadence.week_other": "cada {{count}} semanas",
+  "recurring_proformas.schedule_summary.cadence.month_one": "cada mes",
+  "recurring_proformas.schedule_summary.cadence.month_other": "cada {{count}} meses",
+  "recurring_proformas.schedule_summary.cadence.year_one": "cada año",
+  "recurring_proformas.schedule_summary.cadence.year_other": "cada {{count}} años",
+  "recurring_proformas.schedule_summary.monthly_rule.same_day": "el mismo día de cada mes",
+  "recurring_proformas.schedule_summary.monthly_rule.last_day_of_month":
+    "el último día de cada mes",
+  "recurring_proformas.schedule_summary.period.indefinite":
+    "a partir del {{startDate}} y sin fecha de finalización",
+  "recurring_proformas.schedule_summary.period.until":
+    "a partir del {{startDate}} y hasta el {{endDate}}",
+  "recurring_proformas.schedule_summary.sentence":
+    "La proforma se generará {{cadence}}{{monthlyRule}}, {{period}}.",
+};
+
+const translate = (key: string, options: Record<string, string | number> = {}) => {
+  const pluralKey =
+    typeof options.count === "number" ? `${key}_${options.count === 1 ? "one" : "other"}` : key;
+  const template = TRANSLATIONS[pluralKey] ?? TRANSLATIONS[key] ?? key;
+
+  return template.replace(/{{(\w+)}}/g, (_, name: string) => String(options[name] ?? ""));
+};
+
+const buildSchedule = (
+  overrides: Partial<RecurringProformaScheduleSummary> = {}
+): RecurringProformaScheduleSummary => ({
+  startDate: "2026-09-01",
+  endDate: null,
+  unit: "month",
+  interval: 1,
+  monthlyRule: "same_day",
+  ...overrides,
+});
+
+test("resume una recurrencia mensual indefinida con regla de último día", () => {
+  const summary = formatRecurringProformaScheduleSummary(
+    buildSchedule({ interval: 2, monthlyRule: "last_day_of_month" }),
+    { locale: "es-ES", t: translate }
+  );
+
+  assert.equal(
+    summary,
+    "La proforma se generará cada 2 meses el último día de cada mes, a partir del 1 de septiembre de 2026 y sin fecha de finalización."
+  );
+});
+
+test("resume una recurrencia semanal con fecha de fin", () => {
+  const summary = formatRecurringProformaScheduleSummary(
+    buildSchedule({ endDate: "2026-12-31", unit: "week", interval: 1, monthlyRule: null }),
+    { locale: "es-ES", t: translate }
+  );
+
+  assert.equal(
+    summary,
+    "La proforma se generará cada semana, a partir del 1 de septiembre de 2026 y hasta el 31 de diciembre de 2026."
+  );
+});
+
+test("no genera una vista previa para una programación incompleta", () => {
+  const summary = formatRecurringProformaScheduleSummary(
+    buildSchedule({ endDate: "", monthlyRule: null }),
+    { locale: "es-ES", t: translate }
+  );
+
+  assert.equal(summary, null);
+});
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/recurring-proforma-schedule-summary.ts b/modules/customer-invoices/src/web/recurring-proformas/shared/recurring-proforma-schedule-summary.ts
new file mode 100644
index 00000000..e59eaaf8
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/recurring-proforma-schedule-summary.ts
@@ -0,0 +1,74 @@
+export type RecurringProformaScheduleSummary = {
+  startDate: string;
+  endDate: string | null;
+  unit: "week" | "month" | "year";
+  interval: number;
+  monthlyRule: "same_day" | "last_day_of_month" | null;
+};
+
+type Translate = (
+  key: string,
+  options?: {
+    count?: number;
+    startDate?: string;
+    endDate?: string;
+    cadence?: string;
+    monthlyRule?: string;
+    period?: string;
+  }
+) => string;
+
+const isDateOnly = (value: string) => {
+  if (!/^\d{4}-\d{2}-\d{2}$/.test(value)) {
+    return false;
+  }
+
+  const date = new Date(`${value}T00:00:00.000Z`);
+  return !Number.isNaN(date.getTime()) && date.toISOString().startsWith(value);
+};
+
+const formatDateOnly = (value: string, locale: string) =>
+  new Intl.DateTimeFormat(locale, {
+    day: "numeric",
+    month: "long",
+    year: "numeric",
+    timeZone: "UTC",
+  }).format(new Date(`${value}T00:00:00.000Z`));
+
+/**
+ * Resume una programación válida con una frase localizada para mostrarla al usuario.
+ */
+export const formatRecurringProformaScheduleSummary = (
+  schedule: RecurringProformaScheduleSummary,
+  params: { locale: string; t: Translate }
+): string | null => {
+  if (
+    !isDateOnly(schedule.startDate) ||
+    (schedule.endDate !== null && !isDateOnly(schedule.endDate)) ||
+    !Number.isInteger(schedule.interval) ||
+    schedule.interval < 1 ||
+    (schedule.unit === "month" && schedule.monthlyRule === null) ||
+    (schedule.unit !== "month" && schedule.monthlyRule !== null)
+  ) {
+    return null;
+  }
+
+  const startDate = formatDateOnly(schedule.startDate, params.locale);
+  const endDate = schedule.endDate ? formatDateOnly(schedule.endDate, params.locale) : null;
+  const cadence = params.t(`recurring_proformas.schedule_summary.cadence.${schedule.unit}`, {
+    count: schedule.interval,
+  });
+  const monthlyRule =
+    schedule.monthlyRule === null
+      ? ""
+      : ` ${params.t(`recurring_proformas.schedule_summary.monthly_rule.${schedule.monthlyRule}`)}`;
+  const period = endDate
+    ? params.t("recurring_proformas.schedule_summary.period.until", { startDate, endDate })
+    : params.t("recurring_proformas.schedule_summary.period.indefinite", { startDate });
+
+  return params.t("recurring_proformas.schedule_summary.sentence", {
+    cadence,
+    monthlyRule,
+    period,
+  });
+};
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/ui/blocks/index.ts b/modules/customer-invoices/src/web/recurring-proformas/shared/ui/blocks/index.ts
new file mode 100644
index 00000000..61f9d676
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/ui/blocks/index.ts
@@ -0,0 +1 @@
+export * from "./recurring-proforma-layout";
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/ui/blocks/recurring-proforma-layout.tsx b/modules/customer-invoices/src/web/recurring-proformas/shared/ui/blocks/recurring-proforma-layout.tsx
new file mode 100644
index 00000000..fe8530e7
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/ui/blocks/recurring-proforma-layout.tsx
@@ -0,0 +1,9 @@
+import type { PropsWithChildren } from "react";
+
+export function RecurringProformaLayout({ children }: PropsWithChildren) {
+  return (
+    <div className="flex flex-col h-full w-full" id="recurring_proformas ">
+      {children}
+    </div>
+  );
+}
diff --git a/modules/customer-invoices/src/web/recurring-proformas/shared/ui/index.ts b/modules/customer-invoices/src/web/recurring-proformas/shared/ui/index.ts
new file mode 100644
index 00000000..987a00f2
--- /dev/null
+++ b/modules/customer-invoices/src/web/recurring-proformas/shared/ui/index.ts
@@ -0,0 +1 @@
+export * from "./blocks";
diff --git a/packages/rdx-ui/src/components/layout/rdx-page-container.tsx b/packages/rdx-ui/src/components/layout/rdx-page-container.tsx
index 4b462575..93bbbbe7 100644
--- a/packages/rdx-ui/src/components/layout/rdx-page-container.tsx
+++ b/packages/rdx-ui/src/components/layout/rdx-page-container.tsx
@@ -2,11 +2,13 @@ import { cn } from "@repo/shadcn-ui/lib/utils";
 import type { ComponentPropsWithoutRef, ReactNode } from "react";
 
 export type RdxPageWidth = "full" | "wide" | "content";
+export type RdxPageContainerPadding = "default" | "none";
 
 export interface RdxPageContainerProps
   extends Omit<ComponentPropsWithoutRef<"div">, "children"> {
   children: ReactNode;
   width?: RdxPageWidth;
+  padding?: RdxPageContainerPadding;
 }
 
 const WIDTH_CLASSNAME: Record<RdxPageWidth, string> = {
@@ -15,15 +17,21 @@ const WIDTH_CLASSNAME: Record<RdxPageWidth, string> = {
   content: "mx-auto max-w-5xl w-full",
 };
 
+const PADDING_CLASSNAME: Record<RdxPageContainerPadding, string> = {
+  default: "px-4 py-4 md:px-6 md:py-6",
+  none: "",
+};
+
 export const RdxPageContainer = ({
   children,
   className,
   width = "full",
+  padding = "default",
   ...props
 }: RdxPageContainerProps) => {
   return (
     <div
-      className={cn("min-w-0 w-full px-4 py-4 md:px-6 md:py-6", WIDTH_CLASSNAME[width], className)}
+      className={cn("min-w-0 w-full", WIDTH_CLASSNAME[width], PADDING_CLASSNAME[padding], className)}
       {...props}
     >
       {children}
diff --git a/packages/rdx-ui/src/components/layout/rdx-page-foundations.test.tsx b/packages/rdx-ui/src/components/layout/rdx-page-foundations.test.tsx
index bb46d391..97c64074 100644
--- a/packages/rdx-ui/src/components/layout/rdx-page-foundations.test.tsx
+++ b/packages/rdx-ui/src/components/layout/rdx-page-foundations.test.tsx
@@ -12,6 +12,7 @@ test("RdxPageContainer renders children with full width by default", () => {
 
   assert.match(html, /Content/);
   assert.match(html, /w-full/);
+  assert.match(html, /px-4/);
   assert.doesNotMatch(html, /max-w-screen-2xl/);
   assert.doesNotMatch(html, /max-w-5xl/);
 });
@@ -31,6 +32,16 @@ test("RdxPageContainer applies width variants and merges className", () => {
   assert.match(contentHtml, /max-w-5xl/);
 });
 
+test("RdxPageContainer permite eliminar el padding exterior", () => {
+  const html = renderToStaticMarkup(
+    <RdxPageContainer padding="none">Content without padding</RdxPageContainer>
+  );
+
+  assert.match(html, /Content without padding/);
+  assert.doesNotMatch(html, /px-4/);
+  assert.doesNotMatch(html, /py-4/);
+});
+
 test("RdxPageStack applies default spacing and className", () => {
   const html = renderToStaticMarkup(
     <RdxPageStack className="custom-stack">
@@ -44,9 +55,11 @@ test("RdxPageStack applies default spacing and className", () => {
 });
 
 test("RdxPageStack applies spacing variants", () => {
+  const noneHtml = renderToStaticMarkup(<RdxPageStack spacing="none">None</RdxPageStack>);
   const compactHtml = renderToStaticMarkup(<RdxPageStack spacing="compact">Compact</RdxPageStack>);
   const relaxedHtml = renderToStaticMarkup(<RdxPageStack spacing="relaxed">Relaxed</RdxPageStack>);
 
+  assert.match(noneHtml, /gap-0/);
   assert.match(compactHtml, /gap-4/);
   assert.match(relaxedHtml, /gap-8/);
 });
@@ -78,6 +91,29 @@ test("RdxPageHeader omits optional wrappers when content is absent", () => {
   assert.doesNotMatch(html, /Metadata/);
 });
 
+test("RdxPageHeader soporta el modo sticky de editor con navegación, estado y contenido secundario", () => {
+  const html = renderToStaticMarkup(
+    <RdxPageHeader
+      actions={<span>Actions</span>}
+      backLabel="Volver"
+      onBack={() => undefined}
+      showStatus
+      statusLabel="Modificada"
+      sticky
+      title="Editar proforma"
+    >
+      <div>Secondary content</div>
+    </RdxPageHeader>
+  );
+
+  assert.match(html, /sticky top-0/);
+  assert.match(html, /aria-label="Volver"/);
+  assert.match(html, /Editar proforma/);
+  assert.match(html, /Modificada/);
+  assert.match(html, /Actions/);
+  assert.match(html, /Secondary content/);
+});
+
 test("RdxPageActions renders only populated regions in the expected order", () => {
   const html = renderToStaticMarkup(
     <RdxPageActions
diff --git a/packages/rdx-ui/src/components/layout/rdx-page-header.tsx b/packages/rdx-ui/src/components/layout/rdx-page-header.tsx
index e078f928..253d4ef9 100644
--- a/packages/rdx-ui/src/components/layout/rdx-page-header.tsx
+++ b/packages/rdx-ui/src/components/layout/rdx-page-header.tsx
@@ -1,4 +1,6 @@
+import { Badge, Button } from "@repo/shadcn-ui/components";
 import { cn } from "@repo/shadcn-ui/lib/utils";
+import { ArrowLeftIcon } from "lucide-react";
 import type { ComponentPropsWithoutRef, ReactNode } from "react";
 
 export interface RdxPageHeaderProps
@@ -8,6 +10,13 @@ export interface RdxPageHeaderProps
   leading?: ReactNode;
   metadata?: ReactNode;
   actions?: ReactNode;
+  backLabel?: string;
+  onBack?: () => void;
+  statusLabel?: ReactNode;
+  showStatus?: boolean;
+  sticky?: boolean;
+  contentClassName?: string;
+  children?: ReactNode;
 }
 
 export const RdxPageHeader = ({
@@ -16,9 +25,73 @@ export const RdxPageHeader = ({
   leading,
   metadata,
   actions,
+  backLabel,
+  onBack,
+  statusLabel,
+  showStatus = false,
+  sticky = false,
+  contentClassName,
+  children,
   className,
   ...props
 }: RdxPageHeaderProps) => {
+  if (sticky) {
+    const shouldRenderBackButton = Boolean(backLabel || onBack);
+
+    return (
+      <header
+        className={cn(
+          "sticky top-0 z-50 shrink-0 bg-background ring-1 ring-foreground/10 shadow-xs",
+          className
+        )}
+        {...props}
+      >
+        <div
+          className={cn(
+            "flex min-h-14 items-center justify-between gap-6 border-b px-4 py-2 sm:px-6 md:min-h-18",
+            contentClassName
+          )}
+        >
+          <div className="flex min-w-0 items-center gap-3">
+            {shouldRenderBackButton ? (
+              <Button
+                aria-label={backLabel}
+                disabled={!onBack}
+                onClick={onBack}
+                size="icon"
+                type="button"
+                variant="ghost"
+              >
+                <ArrowLeftIcon aria-hidden="true" className="size-5" />
+              </Button>
+            ) : null}
+
+            <div className="flex min-w-0 items-center gap-4">
+              <h1 className="min-w-0 truncate text-xl font-semibold tracking-tight text-foreground lg:text-2xl">
+                {title}
+              </h1>
+
+              {statusLabel ? (
+                <Badge
+                  className={cn(
+                    "border-amber-500 bg-amber-200 text-amber-900 transition-opacity duration-200",
+                    showStatus ? "opacity-100" : "pointer-events-none opacity-0"
+                  )}
+                >
+                  {statusLabel}
+                </Badge>
+              ) : null}
+            </div>
+          </div>
+
+          {actions ? <div className="flex items-center gap-4">{actions}</div> : null}
+        </div>
+
+        {children}
+      </header>
+    );
+  }
+
   return (
     <header
       className={cn(
@@ -48,6 +121,8 @@ export const RdxPageHeader = ({
       </div>
 
       {actions ? <div className="min-w-0 lg:shrink-0">{actions}</div> : null}
+
+      {children}
     </header>
   );
 };
diff --git a/packages/rdx-ui/src/components/layout/rdx-page-stack.tsx b/packages/rdx-ui/src/components/layout/rdx-page-stack.tsx
index b580f309..88bfbfbe 100644
--- a/packages/rdx-ui/src/components/layout/rdx-page-stack.tsx
+++ b/packages/rdx-ui/src/components/layout/rdx-page-stack.tsx
@@ -1,7 +1,7 @@
 import { cn } from "@repo/shadcn-ui/lib/utils";
 import type { ComponentPropsWithoutRef, ReactNode } from "react";
 
-export type RdxPageStackSpacing = "compact" | "default" | "relaxed";
+export type RdxPageStackSpacing = "none" | "compact" | "default" | "relaxed";
 
 export interface RdxPageStackProps extends Omit<ComponentPropsWithoutRef<"div">, "children"> {
   children: ReactNode;
@@ -9,6 +9,7 @@ export interface RdxPageStackProps extends Omit<ComponentPropsWithoutRef<"div">,
 }
 
 const SPACING_CLASSNAME: Record<RdxPageStackSpacing, string> = {
+  none: "gap-0",
   compact: "gap-4",
   default: "gap-6",
   relaxed: "gap-8",