- Added iva_name, rec_name, and retention_name to the SequelizeIssuedInvoiceV2TaxesDomainMapper for improved tax metadata handling.
- Implemented validation to ensure tax codes and names are present together in the SequelizeIssuedInvoiceV2TaxesDomainMapper.
- Updated proforma services to utilize the new tax resolver and availability checker for better tax management.
- Introduced ProformaTaxesUnavailableError and ProformaNotReadyForIssuanceError for clearer error handling in proforma issuance.
- Enhanced tax availability checking logic in ProformaTaxAvailabilityChecker to classify tax statuses accurately.
- Updated tests to cover new tax metadata requirements and ensure consistent behavior across proforma items.
- Changed references from Country to CountryCode in supplier input mappers, audit services, and snapshot builders.
- Updated tests to reflect the changes in country handling.
- Refactored postal address to utilize CountryCode instead of Country.
- Added new company address mappers and tests to accommodate the updated structure.
- Ensured all related schemas and DTOs are aligned with the new country code implementation.
- Removed outdated documents on screen design and editor layout audit.
- Added comprehensive documentation on frontend architecture, UI patterns, and UI system.
- Established clear guidelines for component usage, routing, and layout structures.
- Enhanced accessibility and responsiveness standards across UI components.
- Defined testing protocols and anti-patterns to maintain code quality and consistency.
- Introduced `page-layouts.md` to outline approved page patterns for progressive adoption.
- Created `visual-system-design.md` to consolidate visual, architectural, and adoption decisions for a uniform UI/UX system in the ERP frontend.
- Added `RdxEditorActionBar` component for managing action bars in editor screens.
- Implemented `RdxPanel` component for grouping related content with optional headers and actions.
- Replaced instances of Badge with RdxBadge in SupplierStatusBadge, DataTableFacetedFilter, MultiSelectField, and other components.
- Updated RdxEditorPageLayout to use width prop instead of complexity.
- Added new recurring proforma operational summary feature with tests.
- Introduced recurring proforma status entity and related UI helpers.
- Enhanced recurring proforma list and detail views with new components and hooks.
- Added tests for new functionality and components.
- Changed VITE_API_SERVER_URL from http://192.168.0.104:3002/api/v1 to http://172.31.142.243:3002/api/v1 in .env.development file.
- Added 'invoice_reference' to the FULLTEXT index fields in sequelize-issued-invoice.model.ts for improved search capabilities.
- Added a new document detailing the design and information presentation for recurring proformas.
- 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.
- Implemented ProformaDuplicator service for duplicating proforma documents.
- Added tests for duplicating proformas, including scenarios for successful duplication, audit failure propagation, and payment term adaptations.
- Created ProformaStatusChanger service to handle status changes of proformas with corresponding tests.
- Developed ProformaArchiver service for unarchiving proformas and added tests to verify functionality.
- Introduced a test fixture for creating proforma instances for testing purposes.
- Add utility functions for managing audit page state including parsing, serialization, and updates.
- Introduce audit period resolution logic to handle various time frames.
- Create API functions for finding and searching audit entries with appropriate DTOs and mappers.
- Implement hooks for fetching audit entries and lists, integrating with the data source.
- Add tests for utility functions, API calls, and mappers to ensure correctness.
- Establish shared entities and DTOs for consistent data handling across the module.
- Set up TypeScript configuration for the audit module.
- Removed `system_key` from payment method model and related files.
- Updated payment method repository and services to eliminate references to `system_key`.
- Deleted the BootstrapSystemPaymentMethodsService and its use case, as they are no longer needed.
- Adjusted tests to reflect the removal of system payment methods and their associated logic.
- Added SQL script to drop the `system_key` column and its unique index from the database.
- Add GetProformaIssuanceReadinessUseCase to check proforma issuance readiness.
- Create GetProformaIssuanceReadinessController to handle requests and responses.
- Introduce request and response DTOs for proforma issuance readiness.
- Develop tests for the use case and controller to ensure functionality.
- Implement adapter and hooks for integrating issuance readiness in the web application.
- Create UI components for displaying issuance readiness alerts and help popover.
- Add utility functions for translating blocker messages and details.
- Introduced `es.json` for Spanish translations in account management.
- Created account routes and controllers for managing user accounts.
- Implemented hooks and API calls for fetching and updating account profiles.
- Developed forms and validation schemas for account profile and password management.
- Added error handling and feedback mechanisms for account actions.
- Built UI components for account settings page, including password change dialog.
- Integrated translations for new UI components and error messages.
- Added services and use cases for managing account details, including changing passwords and updating profiles.
- Introduced error handling for duplicate emails and password mismatches.
- Created controllers for handling account-related requests in the Express framework.
- Updated API routes to include new account management endpoints.
- Enhanced the account profile schema to support email updates.
- Implemented tests for account management functionalities to ensure reliability and correctness.
- Add UpdateCurrentCompanyUseCase to handle company updates.
- Create update-current-company.controller.ts to manage update requests.
- Implement validation and mapping for update requests using Zod.
- Add tests for the update use case and controller to ensure functionality.
- Introduce error handling and feedback state management for company details settings.
- Create utility functions for error normalization and feedback state resolution.
- Implement tests for error handling and feedback state utilities.
- Ensure nullable fields are handled correctly in DTOs and forms.
- Implemented `evaluateProformaCustomerChange` function to assess changes in customer details for proforma invoices.
- Introduced types for customer change details, blockers, field differences, and fiscal targets.
- Added utility functions for normalizing text and formatting recipient information.
test: add unit tests for customer payment resolver
- Created tests for `CustomerPaymentResolver` to validate payment term retrieval and handling of inactive terms.
- Ensured proper behavior when clearing payment terms and handling non-existent terms.
test: add unit tests for customer default payment term resolver
- Developed tests for `CustomerDefaultPaymentTermResolver` to verify default payment term resolution logic.
- Included scenarios for creating customers with and without explicit payment term IDs.
feat: implement customer default payment term resolver
- Created `CustomerDefaultPaymentTermResolver` to manage default payment term resolution during customer creation.
- Integrated with company finder and payment resolver services.
test: add unit tests for create customer use case
- Implemented tests for `CreateCustomerUseCase` to ensure correct handling of payment term IDs during customer creation.
- Validated behavior when no explicit payment term ID is provided.
test: add unit tests for update customer use case
- Developed tests for `UpdateCustomerUseCase` to verify payment term handling during customer updates.
- Ensured that inactive payment terms are not assigned and that explicit null values are respected.
feat: add dependency injection for customer company services
- Implemented DI for customer company dependencies to facilitate service resolution.
test: add tests for customer create data utility
- Created tests for `buildCustomerCreateData` to validate payment term handling based on user input.
- Implemented `usePaymentMethodUpdateMutation` for updating payment methods with validation.
- Created settings controllers and hooks for managing payment methods.
- Added UI components for creating, editing, deleting, and displaying payment methods.
- Introduced error handling and feedback mechanisms for payment method operations.
- Developed form schemas and utility functions for handling payment method data.
- Established a new settings page for managing payment methods with appropriate loading and error states.
- Implemented API for updating company Verifactu profile.
- Created entities for company Verifactu profile and defaults.
- Developed hooks for querying and updating the company Verifactu profile.
- Added UI components for displaying and editing company Verifactu settings.
- Introduced validation and error handling for profile updates.
- Created utility functions for building form data and handling feedback states.
- Added tests for utility functions and error handling.
- Implemented feedback state resolution for proforma list and update pages.
- Created error view models for proforma and customer updates, including handling for various error types.
- Added tests for error handling in proforma and customer list updates.
- Introduced utility functions for building error view models and resolving feedback states.
- Ensured translation support for error messages in Spanish.
- Removed duplicate error alert components in customer module.
- Updated general requirements document to clarify its historical context and remove outdated technical details.
- Revised template documentation to serve as a base for writing prompts, emphasizing its auxiliary nature.
- Enhanced architecture documentation with clear distinctions between canonical and complementary documents.
- Added a new document for backend prompt base to centralize common context for backend prompts.
- Created a dedicated README for customer invoices, organizing current contracts, operational support, and historical context.
- Improved clarity and structure in various customer invoice documents, consolidating operational semantics and referencing canonical sources.
* Se eliminaron `SequelizeProformaTaxesDomainMapper` y los archivos relacionados.
* Se eliminaron `SequelizeInvoiceRecipientSummaryMapper` y `SequelizeProformaSummaryMapper`.
* Se eliminó `ProformaRepository` y sus métodos asociados.
* Se limpiaron los servicios sin uso, incluido `SequelizeProformaNumberGenerator`.
* Se actualizaron las importaciones y exportaciones de los módulos relacionados para reflejar la eliminación del código heredado.
* Se ajustaron las plantillas para eliminar las referencias a `is_proforma`.
* Se modificó el DTO de la solicitud para excluir el campo `is_proforma`.
- Se han añadido `document_series_id`, `invoice_series_code` e `invoice_reference` a los modelos y instantáneas de facturas emitidas.
- Se han introducido `proforma_series_code` y `proforma_number`, y se han actualizado las referencias en los modelos y instantáneas de las facturas proforma.
- Se han actualizado los esquemas de la base de datos y los scripts SQL para dar cabida a los nuevos campos y garantizar la integridad de los datos.
- Se ha elaborado la documentación correspondiente a las nuevas series de documentos «contrato de instantánea» y «contrato de serie de facturas emitidas».
- Se han implementado scripts SQL de rellenado para completar los registros existentes con los nuevos campos.
- Added endpoint for retrieving deleted proformas with logical deletion.
- Updated proforma listing to support active, archived, and deleted scopes.
- Refactored repository and service layers to accommodate new proforma list scope.
- Enhanced UI to display separate views for active, archived, and deleted proformas.
- Updated localization files to reflect changes in proforma management.
- Improved query handling to filter proformas based on their status and scope.
- Updated proforma listing behavior to utilize `Criteria filters[]` for managing archived and active proformas.
- Removed `archived` query parameter from backend; frontend now manages `archiveView` state.
- Implemented new filters for `archived_at` and `status` in the proforma listing API.
- Adjusted proforma creation and deletion contracts to reflect changes in archiving logic.
- Introduced new utility functions for building proforma listing criteria based on UI state.
- Updated frontend components to support new filtering options and maintain state in the URL.
- Added SQL index for improved performance on proforma queries.
- Created new TypeScript types for managing proforma list filters and criteria.
