Implement archive and unarchive functionality for proformas, including UI dialogs and logic for handling draft proformas.

docs/customer-invoices/proforma-archive-contract.md

@@ -8,6 +8,7 @@
 - Archived proformas remain available through `GET /proformas/:id`.
 - Deleted proformas remain excluded from every flow.
 - Numbering is never reused and `document_series.next_number` is untouched.
+- Archived `draft` proformas can be deleted directly without unarchiving.
 
 ## Endpoints
 

docs/customer-invoices/proforma-create-contract.md

@@ -155,3 +155,4 @@ Si devuelve filas:
 
 - una proforma creada nace con `archived_at = NULL`
 - el archivado posterior no altera `status`
+- una proforma `draft` archivada puede borrarse sin desarchivarse antes

docs/customer-invoices/proforma-delete-contract.md

@@ -10,8 +10,9 @@ Definir el borrado funcional de proformas sin romper trazabilidad ni numeracion.
 - `sent`, `approved`, `rejected` e `issued` devuelven conflicto
 - `rejected` no se borra; queda reservado para una futura operacion de archivado
 - el borrado es logico mediante `deleted_at`
-- las proformas archivadas no se exponen para borrado en UI V1
+- el borrado de `draft` no depende de `archived_at`
-- si una proforma draft esta archivada, debe desarchivarse antes de borrarla
+- una proforma `draft` archivada puede borrarse directamente
+- una proforma `rejected` archivada no puede borrarse
 - la numeracion no se reutiliza
 - no se decrementa `document_series.next_number`
 - no se borran fisicamente `proforma_items` ni `proforma_taxes`
@@ -38,5 +39,6 @@ Definir el borrado funcional de proformas sin romper trazabilidad ni numeracion.
 ## UI
 
 - la accion `Eliminar` solo debe mostrarse para proformas `draft`
+- en la vista de archivadas, `Eliminar` tambien debe mostrarse para `draft`
 - la confirmacion debe advertir que la referencia no se reutilizara
-- en esta fase la accion solo esta disponible en el listado
+- en esta fase la accion esta disponible en el listado activo y en archivadas para `draft`

docs/customer-invoices/split-proformas-issued-invoices-migration.md

@@ -170,6 +170,7 @@ Preparar el esquema fisico para separar:
 - `DELETE /proformas/:proforma_id` vuelve a estar operativo sobre persistencia V2
 - el borrado es logico mediante `deleted_at`
 - el archivado es logico mediante `archived_at`
+- el borrado de `draft` no depende de `archived_at`
 - solo `draft` puede borrarse
 - `rejected` sigue fuera del alcance y queda reservado para archivado futuro
 - la validacion de borrado comprueba tambien `linked_invoice_id` y `issued_invoices.source_proforma_id`

docs/customer-invoices/sql/validate-proforma-archive.sql

@@ -7,3 +7,8 @@ SELECT id, proforma_reference, status, archived_at, deleted_at
 FROM proformas
 WHERE archived_at IS NOT NULL
   AND deleted_at IS NOT NULL;
+
+SELECT id, proforma_reference, status, archived_at, deleted_at
+FROM proformas
+WHERE deleted_at IS NOT NULL
+  AND status <> 'draft';

modules/customer-invoices/src/api/application/proformas/services/proforma-deleter.ts

@@ -24,7 +24,7 @@ export class ProformaDeleter implements IProformaDeleter {
     id: UniqueID;
     transaction: unknown;
   }): Promise<Result<void, Error>> {
-    const proformaResult = await this.deps.repository.getByIdInCompany(
+    const proformaResult = await this.deps.repository.getByIdIncludingArchivedInCompany(
       params.companyId,
       params.id,
       params.transaction

modules/customer-invoices/src/common/locales/en.json

@@ -99,6 +99,9 @@
     "archive": {
       "confirm_title": "Archive proforma",
       "confirm_description": "The proforma will be hidden from the main list but kept for historical lookup.",
+      "confirm": "Archive",
+      "cancel": "Cancel",
+      "submitting": "Archiving...",
       "success_title": "Proforma archived",
       "success_description": "The proforma was archived successfully.",
       "error_title": "The proforma could not be archived",
@@ -108,6 +111,9 @@
     "unarchive": {
       "confirm_title": "Unarchive proforma",
       "confirm_description": "The proforma will appear again in the main list.",
+      "confirm": "Unarchive",
+      "cancel": "Cancel",
+      "submitting": "Unarchiving...",
       "success_title": "Proforma unarchived",
       "success_description": "The proforma was unarchived successfully.",
       "error_title": "The proforma could not be unarchived",
@@ -130,9 +136,12 @@
     "delete_proforma_dialog": {
       "single_title": "Delete proforma",
       "single_description": "This proforma will be deleted. Its reference will not be reused.",
+      "archived_single_title": "Delete archived proforma",
+      "archived_single_description": "The draft proforma will be deleted. Its reference will not be reused.",
       "multiple_title": "Delete proformas",
       "multiple_description": "{{count}} draft proformas will be deleted. Their references will not be reused.",
       "warning": "This action does not delete issued invoices and does not reuse numbering.",
+      "archived_warning": "This action does not physically erase its data, but it will no longer be available in operational lists.",
       "confirm_delete": "Confirm deletion",
       "deleting": "Deleting...",
       "cancel": "Cancel",

modules/customer-invoices/src/common/locales/es.json

@@ -99,6 +99,9 @@
     "archive": {
       "confirm_title": "Archivar proforma",
       "confirm_description": "La proforma se ocultará del listado principal, pero seguirá conservada para consulta histórica.",
+      "confirm": "Archivar",
+      "cancel": "Cancelar",
+      "submitting": "Archivando...",
       "success_title": "Proforma archivada",
       "success_description": "La proforma se ha archivado correctamente.",
       "error_title": "No se pudo archivar la proforma",
@@ -108,6 +111,9 @@
     "unarchive": {
       "confirm_title": "Desarchivar proforma",
       "confirm_description": "La proforma volverá a aparecer en el listado principal.",
+      "confirm": "Desarchivar",
+      "cancel": "Cancelar",
+      "submitting": "Desarchivando...",
       "success_title": "Proforma desarchivada",
       "success_description": "La proforma se ha desarchivado correctamente.",
       "error_title": "No se pudo desarchivar la proforma",
@@ -131,9 +137,12 @@
     "delete_proforma_dialog": {
       "single_title": "Eliminar proforma",
       "single_description": "Se eliminará la proforma. Su referencia no se reutilizará.",
+      "archived_single_title": "Eliminar proforma archivada",
+      "archived_single_description": "Se eliminará la proforma en borrador. Su referencia no se reutilizará.",
       "multiple_title": "Eliminar proformas",
       "multiple_description": "Se eliminarán {{count}} proformas draft. Sus referencias no se reutilizarán.",
       "warning": "Esta acción no elimina facturas emitidas ni reutiliza numeración.",
+      "archived_warning": "Esta acción no borra físicamente sus datos, pero dejará de estar disponible en los listados operativos.",
       "confirm_delete": "Confirmar eliminación",
       "deleting": "Eliminando...",
       "cancel": "Cancelar",

modules/customer-invoices/src/web/proformas/delete/entities/delete-proforma-target.entity.ts

@@ -1,4 +1,5 @@
 export interface DeleteProformaTarget {
   id: string;
   reference?: string;
+  isArchived?: boolean;
 }

modules/customer-invoices/src/web/proformas/delete/ui/components/delete-proforma-dialog.tsx

@@ -34,9 +34,20 @@ export const DeleteProformaDialog = ({
   const total = targets.length;
   const isSingle = total === 1;
   const firstTarget = targets[0];
+  const isArchivedContext = targets.some((target) => target.isArchived);
+
+  const titleKey = isArchivedContext
+    ? "proformas.delete_proforma_dialog.archived_single_title"
+    : "proformas.delete_proforma_dialog.single_title";
+  const descriptionKey = isArchivedContext
+    ? "proformas.delete_proforma_dialog.archived_single_description"
+    : "proformas.delete_proforma_dialog.single_description";
+  const warningKey = isArchivedContext
+    ? "proformas.delete_proforma_dialog.archived_warning"
+    : "proformas.delete_proforma_dialog.warning";
 
   const title = isSingle
-    ? t("proformas.delete_proforma_dialog.single_title", {
+    ? t(titleKey, {
         reference: getTargetLabel(firstTarget),
       })
     : t("proformas.delete_proforma_dialog.multiple_title", {
@@ -44,7 +55,7 @@ export const DeleteProformaDialog = ({
       });
 
   const description = isSingle
-    ? t("proformas.delete_proforma_dialog.single_description")
+    ? t(descriptionKey)
     : t("proformas.delete_proforma_dialog.multiple_description", {
         count: total,
       });
@@ -64,7 +75,7 @@ export const DeleteProformaDialog = ({
         </AlertDialogHeader>
 
         <p className="text-sm text-muted-foreground">
-          {t("proformas.delete_proforma_dialog.warning")}
+          {t(warningKey)}
         </p>
 
         {total > 1 ? (

modules/customer-invoices/src/web/proformas/delete/utils/prepare-delete-proforma-targets.ts

@@ -12,4 +12,5 @@ export const prepareDeleteProformaTargets = (
 const mapToDeleteProformaTarget = (proforma: Proforma | ProformaListRow): DeleteProformaTarget => ({
   id: proforma.id,
   reference: proforma.reference,
+  isArchived: proforma.isArchived,
 });

modules/customer-invoices/src/web/proformas/list/controllers/use-list-proformas-page.controller.ts

@@ -1,6 +1,6 @@
 import { showErrorToast, showSuccessToast } from "@repo/rdx-ui/helpers";
 import type { RightPanelMode } from "@repo/rdx-ui/hooks";
-import { useCallback } from "react";
+import { useCallback, useState } from "react";
 import { useSearchParams } from "react-router-dom";
 
 import { useTranslation } from "../../../i18n";
@@ -46,73 +46,99 @@ export const useListProformasPageController = () => {
     initialOpen: proformaId !== "",
   });
 
-  const handleArchive = useCallback(
+  const [archiveTarget, setArchiveTarget] = useState<ProformaListRow | null>(null);
-    async (proforma: ProformaListRow) => {
+  const [unarchiveTarget, setUnarchiveTarget] = useState<ProformaListRow | null>(null);
-      const confirmed = window.confirm(
+
-        `${t("proformas.archive.confirm_title")}\n\n${t("proformas.archive.confirm_description")}`
+  const openArchiveDialog = useCallback((proforma: ProformaListRow) => {
+    setArchiveTarget(proforma);
+  }, []);
+
+  const closeArchiveDialog = useCallback(() => {
+    if (archiveMutation.isPending) return;
+    setArchiveTarget(null);
+  }, [archiveMutation.isPending]);
+
+  const confirmArchive = useCallback(async () => {
+    if (!archiveTarget) {
+      return;
+    }
+
+    try {
+      await archiveMutation.mutateAsync({ proformaId: archiveTarget.id });
+      showSuccessToast(
+        t("proformas.archive.success_title"),
+        t("proformas.archive.success_description")
       );
-
+      setArchiveTarget(null);
-      if (!confirmed) return;
+    } catch (error: unknown) {
-
+      const status = (error as { status?: number } | undefined)?.status;
-      try {
+      showErrorToast(
-        await archiveMutation.mutateAsync({ proformaId: proforma.id });
+        t("proformas.archive.error_title"),
-        showSuccessToast(
+        status === 409
-          t("proformas.archive.success_title"),
+          ? t("proformas.archive.error_conflict_message")
-          t("proformas.archive.success_description")
+          : t("proformas.archive.error_unknown_message")
-        );
-      } catch (error: unknown) {
-        console.error(error);
-        const status = (error as { status?: number } | undefined)?.status;
-        showErrorToast(
-          t("proformas.archive.error_title"),
-          status === 409
-            ? t("proformas.archive.error_conflict_message")
-            : t("proformas.archive.error_unknown_message")
-        );
-      }
-    },
-    [archiveMutation, t]
-  );
-
-  const handleUnarchive = useCallback(
-    async (proforma: ProformaListRow) => {
-      const confirmed = window.confirm(
-        `${t("proformas.unarchive.confirm_title")}\n\n${t("proformas.unarchive.confirm_description")}`
       );
+    }
+  }, [archiveMutation, archiveTarget, t]);
 
-      if (!confirmed) return;
+  const openUnarchiveDialog = useCallback((proforma: ProformaListRow) => {
+    setUnarchiveTarget(proforma);
+  }, []);
 
-      try {
+  const closeUnarchiveDialog = useCallback(() => {
-        await unarchiveMutation.mutateAsync({ proformaId: proforma.id });
+    if (unarchiveMutation.isPending) return;
-        showSuccessToast(
+    setUnarchiveTarget(null);
-          t("proformas.unarchive.success_title"),
+  }, [unarchiveMutation.isPending]);
-          t("proformas.unarchive.success_description")
+
-        );
+  const confirmUnarchive = useCallback(async () => {
-      } catch (error: unknown) {
+    if (!unarchiveTarget) {
-        const status = (error as { status?: number } | undefined)?.status;
+      return;
-        showErrorToast(
+    }
-          t("proformas.unarchive.error_title"),
+
-          status === 409
+    try {
-            ? t("proformas.unarchive.error_conflict_message")
+      await unarchiveMutation.mutateAsync({ proformaId: unarchiveTarget.id });
-            : t("proformas.unarchive.error_unknown_message")
+      showSuccessToast(
-        );
+        t("proformas.unarchive.success_title"),
-      }
+        t("proformas.unarchive.success_description")
-    },
+      );
-    [t, unarchiveMutation]
+      setUnarchiveTarget(null);
-  );
+    } catch (error: unknown) {
+      const status = (error as { status?: number } | undefined)?.status;
+      showErrorToast(
+        t("proformas.unarchive.error_title"),
+        status === 409
+          ? t("proformas.unarchive.error_conflict_message")
+          : t("proformas.unarchive.error_unknown_message")
+      );
+    }
+  }, [t, unarchiveMutation, unarchiveTarget]);
 
   return {
     listCtrl,
     panelCtrl,
 
+    archiveDialogCtrl: {
+      open: archiveTarget !== null,
+      target: archiveTarget,
+      isSubmitting: archiveMutation.isPending,
+      openDialog: openArchiveDialog,
+      closeDialog: closeArchiveDialog,
+      confirmArchive,
+    },
     deleteDialogCtrl,
     issueDialogCtrl,
     changeStatusDialogCtrl,
+    unarchiveDialogCtrl: {
+      open: unarchiveTarget !== null,
+      target: unarchiveTarget,
+      isSubmitting: unarchiveMutation.isPending,
+      openDialog: openUnarchiveDialog,
+      closeDialog: closeUnarchiveDialog,
+      confirmUnarchive,
+    },
 
     downloadPDFCtrl,
-    handleArchive,
     handleDownloadPDF,
-    handleUnarchive,
     pdfDownloadingId: downloadPDFCtrl.loadingId,
     isPDFDownloading: downloadPDFCtrl.isLoading,
   };

modules/customer-invoices/src/web/proformas/list/ui/blocks/proformas-grid/use-proforma-grid-columns.tsx

@@ -457,7 +457,7 @@ export function useProformasGridColumns(
               </TooltipProvider>
 
               {/* Eliminar */}
-              {isDraft && !proforma.isArchived && actionHandlers.onDeleteClick && (
+              {isDraft && actionHandlers.onDeleteClick && (
                 <TooltipProvider>
                   <Tooltip>
                     <TooltipTrigger

modules/customer-invoices/src/web/proformas/list/ui/components/archive-proforma-dialog.tsx

@@ -0,0 +1,60 @@
+import {
+  AlertDialog,
+  AlertDialogContent,
+  AlertDialogDescription,
+  AlertDialogFooter,
+  AlertDialogHeader,
+  AlertDialogTitle,
+  Button,
+  Spinner,
+} from "@repo/shadcn-ui/components";
+
+import { useTranslation } from "../../../../i18n";
+import type { ProformaListRow } from "../../../shared";
+
+interface ArchiveProformaDialogProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  target: ProformaListRow | null;
+  isSubmitting: boolean;
+  onConfirm: () => void;
+}
+
+export const ArchiveProformaDialog = ({
+  open,
+  onOpenChange,
+  target,
+  isSubmitting,
+  onConfirm,
+}: ArchiveProformaDialogProps) => {
+  const { t } = useTranslation();
+
+  return (
+    <AlertDialog onOpenChange={onOpenChange} open={open}>
+      <AlertDialogContent>
+        <AlertDialogHeader>
+          <AlertDialogTitle>{t("proformas.archive.confirm_title")}</AlertDialogTitle>
+          <AlertDialogDescription>
+            {t("proformas.archive.confirm_description")}
+          </AlertDialogDescription>
+        </AlertDialogHeader>
+
+        <AlertDialogFooter>
+          <Button disabled={isSubmitting} onClick={() => onOpenChange(false)} variant="outline">
+            {t("proformas.archive.cancel")}
+          </Button>
+          <Button disabled={isSubmitting || !target} onClick={onConfirm}>
+            {isSubmitting ? (
+              <>
+                <Spinner aria-hidden className="mr-2 size-4" />
+                {t("proformas.archive.submitting")}
+              </>
+            ) : (
+              t("proformas.archive.confirm")
+            )}
+          </Button>
+        </AlertDialogFooter>
+      </AlertDialogContent>
+    </AlertDialog>
+  );
+};

modules/customer-invoices/src/web/proformas/list/ui/components/index.ts

@@ -1 +1,3 @@
+export * from "./archive-proforma-dialog";
 export * from "./proforma-status-badge";
+export * from "./unarchive-proforma-dialog";

modules/customer-invoices/src/web/proformas/list/ui/components/unarchive-proforma-dialog.tsx

@@ -0,0 +1,60 @@
+import {
+  AlertDialog,
+  AlertDialogContent,
+  AlertDialogDescription,
+  AlertDialogFooter,
+  AlertDialogHeader,
+  AlertDialogTitle,
+  Button,
+  Spinner,
+} from "@repo/shadcn-ui/components";
+
+import { useTranslation } from "../../../../i18n";
+import type { ProformaListRow } from "../../../shared";
+
+interface UnarchiveProformaDialogProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  target: ProformaListRow | null;
+  isSubmitting: boolean;
+  onConfirm: () => void;
+}
+
+export const UnarchiveProformaDialog = ({
+  open,
+  onOpenChange,
+  target,
+  isSubmitting,
+  onConfirm,
+}: UnarchiveProformaDialogProps) => {
+  const { t } = useTranslation();
+
+  return (
+    <AlertDialog onOpenChange={onOpenChange} open={open}>
+      <AlertDialogContent>
+        <AlertDialogHeader>
+          <AlertDialogTitle>{t("proformas.unarchive.confirm_title")}</AlertDialogTitle>
+          <AlertDialogDescription>
+            {t("proformas.unarchive.confirm_description")}
+          </AlertDialogDescription>
+        </AlertDialogHeader>
+
+        <AlertDialogFooter>
+          <Button disabled={isSubmitting} onClick={() => onOpenChange(false)} variant="outline">
+            {t("proformas.unarchive.cancel")}
+          </Button>
+          <Button disabled={isSubmitting || !target} onClick={onConfirm}>
+            {isSubmitting ? (
+              <>
+                <Spinner aria-hidden className="mr-2 size-4" />
+                {t("proformas.unarchive.submitting")}
+              </>
+            ) : (
+              t("proformas.unarchive.confirm")
+            )}
+          </Button>
+        </AlertDialogFooter>
+      </AlertDialogContent>
+    </AlertDialog>
+  );
+};

modules/customer-invoices/src/web/proformas/list/ui/pages/list-proformas-page.tsx

@@ -34,6 +34,7 @@ import { prepareIssueProformaTarget } from "../../../issue-proforma/utils";
 import type { ProformaListRow } from "../../../shared";
 import { useListProformasPageController } from "../../controllers";
 import { ProformaSummaryPanel, ProformasGrid, useProformasGridColumns } from "../blocks";
+import { ArchiveProformaDialog, UnarchiveProformaDialog } from "../components";
 import { ProformaStatusBadge } from "../components";
 
 export const ListProformasPage = () => {
@@ -50,9 +51,9 @@ export const ListProformasPage = () => {
     deleteDialogCtrl,
     issueDialogCtrl,
     changeStatusDialogCtrl,
-    handleArchive,
+    archiveDialogCtrl,
     handleDownloadPDF,
-    handleUnarchive,
+    unarchiveDialogCtrl,
     isPDFDownloading: isPdfDownloading,
     pdfDownloadingId,
   } = useListProformasPageController();
@@ -70,12 +71,12 @@ export const ListProformasPage = () => {
     onEditClick: (proforma) => handleEditClick(proforma.id),
     onIssueClick: (proformaRow) =>
       issueDialogCtrl.openDialog(prepareIssueProformaTarget(proformaRow)),
-    onArchiveClick: handleArchive,
+    onArchiveClick: archiveDialogCtrl.openDialog,
     onDeleteClick: (proformaRow: ProformaListRow) =>
       deleteDialogCtrl.openDialog(prepareDeleteProformaTargets(proformaRow)),
     onChangeStatusClick: (proforma) =>
       changeStatusDialogCtrl.openDialog(prepareChangeProformaStatusTargets(proforma)),
-    onUnarchiveClick: handleUnarchive,
+    onUnarchiveClick: unarchiveDialogCtrl.openDialog,
 
     onDownloadPdf: handleDownloadPDF,
     pdfDownloadingId,
@@ -360,6 +361,30 @@ export const ListProformasPage = () => {
           open={deleteDialogCtrl.open}
           targets={deleteDialogCtrl.targets}
         />
+
+        <ArchiveProformaDialog
+          isSubmitting={archiveDialogCtrl.isSubmitting}
+          onConfirm={archiveDialogCtrl.confirmArchive}
+          onOpenChange={(open) => {
+            if (!open) {
+              archiveDialogCtrl.closeDialog();
+            }
+          }}
+          open={archiveDialogCtrl.open}
+          target={archiveDialogCtrl.target}
+        />
+
+        <UnarchiveProformaDialog
+          isSubmitting={unarchiveDialogCtrl.isSubmitting}
+          onConfirm={unarchiveDialogCtrl.confirmUnarchive}
+          onOpenChange={(open) => {
+            if (!open) {
+              unarchiveDialogCtrl.closeDialog();
+            }
+          }}
+          open={unarchiveDialogCtrl.open}
+          target={unarchiveDialogCtrl.target}
+        />
       </>
     </div>
   );