david
cf07de4836
- 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.
91 lines
4.4 KiB
Markdown
91 lines
4.4 KiB
Markdown
# ERP Docs
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Este directorio reúne la documentación técnica, operativa y de apoyo del ERP.
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## Cómo leer esta documentación
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- Empieza por este índice si necesitas orientarte.
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- Usa los documentos en subdirectorios temáticos como fuente de verdad operativa.
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- Trata los documentos marcados como históricos o legacy como contexto, no como contrato vigente.
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## Estructura documental
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### Documentación vigente
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#### Arquitectura y runtime
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- [Arquitectura general](./architecture/README.md)
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- [Contexto tenant y `X-Company-Id`](./architecture/tenant-context.md)
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- [Tratamiento de errores HTTP en frontend](./architecture/http-error-handling-frontend.md)
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- [API de autenticación de `identity`](./architecture/identity-auth-api.md)
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- [Relación entre `identity` y `companies`](./architecture/identity-and-companies.md)
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- [Estado de migración a `identity`](./architecture/identity-migration-status.md)
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#### Frontend
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- [Flujo de auth y selección de empresa](./frontend/auth-and-company-selection.md)
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- [Sistema modular de Settings](./settings/frontend-erp-settings-system-design.md)
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- [Integración de módulos con Settings](./settings/frontend-erp-settings-module-integration-design.md)
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- [README de `apps/web`](../apps/web/README.md)
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#### Customer invoices y proformas
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- [Índice de `customer-invoices`](./customer-invoices/README.md)
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- [Plazos de pago](./catalogs/payment-terms.md)
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- [Diseño backend del perfil VeriFactu empresarial](./customer-invoices/settings/verifactu-company-profile-backend-design.md)
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- [Diseño frontend de Settings para VeriFactu](./customer-invoices/settings/frontend-erp-settings-verifactu-design.md)
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- [Contrato de series de proformas](./customer-invoices/proforma-series-contract.md)
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- [Contrato de create de proformas](./customer-invoices/proforma-create-contract.md)
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- [Configuración fiscal persistida en proformas](./customer-invoices/proforma-tax-config.md)
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- [Reports de proformas](./customer-invoices/proformas-reports.md)
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#### Document series
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- [README de `document-series`](./document-series/README.md)
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- [Diseño de `document-series`](./document-series/document-series-design.md)
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- [Validación manual de `document-series`](./document-series/manual-validation.md)
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- [Validación manual de concurrencia](./document-series/manual-concurrency-validation.md)
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#### Módulos y runtime local
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- [README de `modules/identity`](../modules/identity/README.md)
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- [README de `modules/companies`](../modules/companies/README.md)
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- [README de `modules/auth`](../modules/auth/README.md)
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- [API pública de selección y alta rápida de clientes](./customers/customer-selection-and-quick-create.md)
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#### Guías y estándares
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- [Guía de diseño de DTOs](./DTOS - GUÍA DE DISEÑO.md)
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- [Convención de nombres de schemas DTO](./CONVENCION NOMBRADO DE ESQUEMAS DTO.md)
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#### SQL operativos y runbooks
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- [SQL de `customer-invoices`](./customer-invoices/sql/README.md)
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- [Validación de migración a `document-series`](./document-series/sql/validate-document-series-migration.sql)
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- [Seed local de admin](./dev/seed-local-admin.sql)
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### Material auxiliar
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- [Base común para prompts backend](./backend-prompt-base.md)
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- [Prompt de auth](./prompt-auth.md)
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- [Prompt de customer invoices](./prompt-customer-invoices.md)
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- [Plantilla auxiliar](./TEMPLATE.md)
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### Histórico, transicional o de descubrimiento
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Estos documentos se conservan por trazabilidad, auditoría o contexto de decisiones. No deben usarse como fuente de verdad del runtime actual sin contrastarlos con la documentación vigente.
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- [Borrador legacy de API](./API.md)
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- [Requisitos generales históricos](./REQUISITOS GENERALES.md)
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- [Requisitos históricos del módulo de clientes](./REQUISITOS CLIENTES.md)
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- [Notas históricas de facturas de cliente](./FACTURAS DE CLIENTE.md)
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- [Split histórico Proforma / IssuedInvoice](./customer-invoices/split-proformas-issued-invoices-migration.md)
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- [Migración desde `customer_invoice_series`](./document-series/migration-from-customer-invoice-series.md)
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- [InvoiceSeries legacy](./customer-invoices/invoice-series.md)
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## Regla práctica de mantenimiento
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- Los documentos operativos vigentes deben vivir en subdirectorios temáticos y tener una responsabilidad clara.
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- Los documentos raíz en mayúsculas o con naming heredado deben considerarse legacy o auxiliares salvo que este índice los declare explícitamente vigentes.
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- Si una regla ya tiene fuente canónica, los demás documentos deben resumirla y enlazarla, no copiarla.
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