Proformas preview

2026-07-07 15:29:30 +02:00 · 2026-07-07 15:29:30 +02:00 · 588e9dd733
commit 588e9dd733
parent cc14cdacf1
61 changed files with 1004 additions and 719 deletions
--- a/modules/customer-invoices/package.json
+++ b/modules/customer-invoices/package.json
@ -39,6 +39,7 @@
    "@dnd-kit/core": "^6.3.1",
    "@dnd-kit/sortable": "^10.0.0",
    "@dnd-kit/utilities": "^3.2.2",
+    "@erp/companies": "workspace:*",
    "@erp/core": "workspace:*",
    "@erp/catalogs": "workspace:*",
    "@erp/customers": "workspace:*",
--- a/modules/customer-invoices/src/api/application/proformas/di/proforma-use-cases.di.ts
+++ b/modules/customer-invoices/src/api/application/proformas/di/proforma-use-cases.di.ts
@ -4,6 +4,7 @@ import type { IIssuedInvoicePublicServices } from "../../issued-invoices";
 import type { ICreateProformaInputMapper, IUpdateProformaInputMapper } from "../mappers";
 import type { IProformaRepository } from "../repositories";
 import type {
+  ICompanyReportProfileFinder,
  IProformaCreator,
  IProformaFinder,
  IProformaFullReadModelAssembler,
@ -24,7 +25,8 @@ import {
  GetProformaByIdUseCase,
  IssueProformaUseCase,
  ListProformasUseCase,
-  ReportProformaUseCase,
+  PreviewProformaReportUseCase,
+  ReportProformaPdfUseCase,
  UpdateProformaByIdUseCase,
 } from "../use-cases";

@ -54,16 +56,38 @@ export function buildListProformasUseCase(deps: {
  );
 }

-export function buildReportProformaUseCase(deps: {
+export function buildReportProformaPdfUseCase(deps: {
  finder: IProformaFinder;
+  companyReportProfileFinder: ICompanyReportProfileFinder;
  fullReadModelAssembler: IProformaFullReadModelAssembler;
  fullSnapshotBuilder: IProformaFullSnapshotBuilder;
  reportSnapshotBuilder: IProformaReportSnapshotBuilder;
  documentService: ProformaDocumentGeneratorService;
  transactionManager: ITransactionManager;
 }) {
-  return new ReportProformaUseCase({
+  return new ReportProformaPdfUseCase({
    finder: deps.finder,
+    companyReportProfileFinder: deps.companyReportProfileFinder,
+    fullReadModelAssembler: deps.fullReadModelAssembler,
+    fullSnapshotBuilder: deps.fullSnapshotBuilder,
+    reportSnapshotBuilder: deps.reportSnapshotBuilder,
+    documentService: deps.documentService,
+    transactionManager: deps.transactionManager,
+  });
+}
+
+export function buildPreviewProformaReportUseCase(deps: {
+  finder: IProformaFinder;
+  companyReportProfileFinder: ICompanyReportProfileFinder;
+  fullReadModelAssembler: IProformaFullReadModelAssembler;
+  fullSnapshotBuilder: IProformaFullSnapshotBuilder;
+  reportSnapshotBuilder: IProformaReportSnapshotBuilder;
+  documentService: ProformaDocumentGeneratorService;
+  transactionManager: ITransactionManager;
+}) {
+  return new PreviewProformaReportUseCase({
+    finder: deps.finder,
+    companyReportProfileFinder: deps.companyReportProfileFinder,
    fullReadModelAssembler: deps.fullReadModelAssembler,
    fullSnapshotBuilder: deps.fullSnapshotBuilder,
    reportSnapshotBuilder: deps.reportSnapshotBuilder,
--- a/modules/customer-invoices/src/api/application/proformas/errors/company-report-profile-not-found.error.ts
+++ b/modules/customer-invoices/src/api/application/proformas/errors/company-report-profile-not-found.error.ts
@ -0,0 +1,15 @@
+export class CompanyReportProfileNotFoundError extends Error {
+  public readonly code = "COMPANY_REPORT_PROFILE_NOT_FOUND";
+
+  public constructor(companyId: string) {
+    super(
+      `Cannot generate the proforma report because the company document profile is missing for company ${companyId}.`
+    );
+    this.name = "CompanyReportProfileNotFoundError";
+  }
+}
+
+export const isCompanyReportProfileNotFoundError = (
+  error: unknown
+): error is CompanyReportProfileNotFoundError =>
+  error instanceof CompanyReportProfileNotFoundError;
--- a/modules/customer-invoices/src/api/application/proformas/errors/index.ts
+++ b/modules/customer-invoices/src/api/application/proformas/errors/index.ts
@ -0,0 +1 @@
+export * from "./company-report-profile-not-found.error";
--- a/modules/customer-invoices/src/api/application/proformas/index.ts
+++ b/modules/customer-invoices/src/api/application/proformas/index.ts
@ -1,4 +1,5 @@
 export * from "./di";
+export * from "./errors";
 export * from "./mappers";
 export * from "./models";
 export * from "./repositories";
--- a/modules/customer-invoices/src/api/application/proformas/models/company-report-profile.model.ts
+++ b/modules/customer-invoices/src/api/application/proformas/models/company-report-profile.model.ts
@ -0,0 +1,30 @@
+import type { Maybe } from "@repo/rdx-utils";
+
+export type CompanyReportLogo = {
+  url: string;
+};
+
+export type CompanyReportAddress = {
+  street: string;
+  street2: Maybe<string>;
+  postalCode: Maybe<string>;
+  city: Maybe<string>;
+  province: Maybe<string>;
+  country: Maybe<string>;
+};
+
+export type CompanyReportProfile = {
+  companyId: string;
+  slug: string;
+  legalName: string;
+  tradeName: Maybe<string>;
+  tin: Maybe<string>;
+  email: Maybe<string>;
+  phone: Maybe<string>;
+  website: Maybe<string>;
+  locale: Maybe<string>;
+  currencyCode: Maybe<string>;
+  logo: Maybe<CompanyReportLogo>;
+  address: Maybe<CompanyReportAddress>;
+  version: Maybe<string>;
+};
--- a/modules/customer-invoices/src/api/application/proformas/models/index.ts
+++ b/modules/customer-invoices/src/api/application/proformas/models/index.ts
@ -1,5 +1,7 @@
+export * from "./company-report-profile.model";
 export * from "./proforma-create-input.model";
 export * from "./proforma-full-read.model";
 export * from "./proforma-item-tax-codes-input.model";
 export * from "./proforma-summary";
 export * from "./proforma-update-input.model";
+export * from "./report-localization.model";
--- a/modules/customer-invoices/src/api/application/proformas/models/report-localization.model.ts
+++ b/modules/customer-invoices/src/api/application/proformas/models/report-localization.model.ts
@ -0,0 +1,5 @@
+export type ReportLocalization = {
+  languageCode: string;
+  locale: string;
+  currencyCode: string;
+};
--- a/modules/customer-invoices/src/api/application/proformas/services/company-report-profile-finder.ts
+++ b/modules/customer-invoices/src/api/application/proformas/services/company-report-profile-finder.ts
@ -0,0 +1,11 @@
+import type { UniqueID } from "@repo/rdx-ddd";
+import type { Maybe, Result } from "@repo/rdx-utils";
+
+import type { CompanyReportProfile } from "../models";
+
+export interface ICompanyReportProfileFinder {
+  findByCompanyId(
+    companyId: UniqueID,
+    transaction?: unknown
+  ): Promise<Result<Maybe<CompanyReportProfile>, Error>>;
+}
--- a/modules/customer-invoices/src/api/application/proformas/services/index.ts
+++ b/modules/customer-invoices/src/api/application/proformas/services/index.ts
@ -1,8 +1,8 @@
 export * from "./assemblers";
 export * from "./catalog-resolver";
+export * from "./company-report-profile-finder";
 export * from "./proforma-creator";
 export * from "./proforma-document-generator.interface";
-export * from "./proforma-document-metadata-factory";
 export * from "./proforma-document-properties-factory";
 export * from "./proforma-finder";
 export * from "./proforma-issuer";
--- a/modules/customer-invoices/src/api/application/proformas/services/proforma-document-metadata-factory.ts
+++ b/modules/customer-invoices/src/api/application/proformas/services/proforma-document-metadata-factory.ts
@ -1,47 +0,0 @@
-import type { IDocumentMetadata, IDocumentMetadataFactory } from "@erp/core/api";
-
-import type { ProformaReportSnapshot } from "../snapshot-builders";
-
-/**
- * Construye los metadatos del documento PDF de una factura emitida.
- *
- * - Application-level
- * - Determinista
- * - Sin IO
- */
-export class ProformaDocumentMetadataFactory
-  implements IDocumentMetadataFactory<ProformaReportSnapshot>
-{
-  build(snapshot: ProformaReportSnapshot): IDocumentMetadata {
-    if (!snapshot.id) {
-      throw new Error("ProformaReportSnapshot.id is required");
-    }
-
-    if (!snapshot.company_id) {
-      throw new Error("ProformaReportSnapshot.companyId is required");
-    }
-
-    return {
-      documentType: "proforma",
-      documentId: snapshot.id,
-      companyId: snapshot.company_id,
-      companySlug: snapshot.company_slug,
-      format: "PDF",
-      languageCode: snapshot.language_code ?? "es",
-      filename: this.buildFilename(snapshot),
-      storageKey: this.buildCacheKey(snapshot),
-    };
-  }
-
-  private buildFilename(snapshot: ProformaReportSnapshot): string {
-    // Ejemplo: factura-F2024-000123-FULANITO.pdf
-    return `factura-${snapshot.series}${snapshot.invoice_number}-${snapshot.recipient.name}.pdf`;
-  }
-
-  private buildCacheKey(snapshot: ProformaReportSnapshot): string {
-    // Versionado explícito para invalidaciones futuras
-    return ["proforma", snapshot.company_id, snapshot.series, snapshot.invoice_number, "v1"].join(
-      ":"
-    );
-  }
-}
--- a/modules/customer-invoices/src/api/application/proformas/services/proforma-document-properties-factory.ts
+++ b/modules/customer-invoices/src/api/application/proformas/services/proforma-document-properties-factory.ts
@ -14,9 +14,9 @@ export class ProformaDocumentPropertiesFactory
 {
  build(snapshot: ProformaReportSnapshot): IDocumentProperties {
    return {
-      title: snapshot.reference,
+      title: snapshot.reference ?? `Proforma ${snapshot.series}${snapshot.invoice_number}`,
      subject: "proforma",
-      author: snapshot.company_slug,
+      author: snapshot.company.legalName,
      creator: "FactuGES ERP",
    };
  }
--- a/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/index.ts
+++ b/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/index.ts
@ -2,6 +2,5 @@ export * from "./proforma-items-report-snapshot-builder";
 export * from "./proforma-report-item-snapshot.interface";
 export * from "./proforma-report-snapshot.interface";
 export * from "./proforma-report-snapshot-builder";
-export * from "./proforma-report-snapshot-builder";
 export * from "./proforma-report-tax-snapshot.interface";
 export * from "./proforma-tax-report-snapshot-builder";
--- a/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/proforma-items-report-snapshot-builder.ts
+++ b/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/proforma-items-report-snapshot-builder.ts
@ -2,18 +2,21 @@ import { MoneyDTOHelper, PercentageDTOHelper, QuantityDTOHelper } from "@erp/cor
 import type { ISnapshotBuilder, ISnapshotBuilderParams } from "@erp/core/api";

 import type { ProformaFullSnapshot } from "../full";
-
 import type { ProformaReportItemSnapshot } from "./proforma-report-item-snapshot.interface";

+type ProformaItemReportSnapshotBuilderParams = ISnapshotBuilderParams & {
+  locale: string;
+};
+
 export interface IProformaItemReportSnapshotBuilder
  extends ISnapshotBuilder<ProformaFullSnapshot["items"], ProformaReportItemSnapshot[]> {}

 export class ProformaItemReportSnapshotBuilder implements IProformaItemReportSnapshotBuilder {
  toOutput(
    items: ProformaFullSnapshot["items"],
-    params?: ISnapshotBuilderParams
+    params?: ProformaItemReportSnapshotBuilderParams
  ): ProformaReportItemSnapshot[] {
-    const locale = params?.locale as string;
+    const locale = params?.locale ?? "es-ES";

    const moneyOptions = {
      hideZeros: true,
@ -21,14 +24,18 @@ export class ProformaItemReportSnapshotBuilder implements IProformaItemReportSna
    };

    return items.map((item) => ({
-      description: item.description,
-      quantity: QuantityDTOHelper.format(item.quantity, locale, { minimumFractionDigits: 0 }),
-      unit_amount: MoneyDTOHelper.format(item.unit_amount, locale, moneyOptions),
+      description: item.description ?? "",
+      quantity: item.quantity
+        ? QuantityDTOHelper.format(item.quantity, locale, { minimumFractionDigits: 0 })
+        : "",
+      unit_amount: item.unit_amount ? MoneyDTOHelper.format(item.unit_amount, locale, moneyOptions) : "",
      subtotal_amount: MoneyDTOHelper.format(item.subtotal_amount, locale, moneyOptions),
-      discount_percentage: PercentageDTOHelper.format(item.discount_percentage, locale, {
-        minimumFractionDigits: 0,
-      }),
-      discount_amount: MoneyDTOHelper.format(item.discount_amount, locale, moneyOptions),
+      discount_percentage: item.item_discount_percentage
+        ? PercentageDTOHelper.format(item.item_discount_percentage, locale, {
+            minimumFractionDigits: 0,
+          })
+        : "",
+      discount_amount: MoneyDTOHelper.format(item.item_discount_amount, locale, moneyOptions),
      taxable_amount: MoneyDTOHelper.format(item.taxable_amount, locale, moneyOptions),
      taxes_amount: MoneyDTOHelper.format(item.taxes_amount, locale, moneyOptions),
      total_amount: MoneyDTOHelper.format(item.total_amount, locale, moneyOptions),
--- a/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/proforma-report-snapshot-builder.ts
+++ b/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/proforma-report-snapshot-builder.ts
@ -2,12 +2,17 @@ import { MoneyDTOHelper, PercentageDTOHelper } from "@erp/core";
 import type { ISnapshotBuilder, ISnapshotBuilderParams } from "@erp/core/api";
 import { DateHelper } from "@repo/rdx-utils";

+import type { CompanyReportProfile, ReportLocalization } from "../../models";
 import type { ProformaFullSnapshot } from "../full";
-
 import type { ProformaReportItemSnapshot } from "./proforma-report-item-snapshot.interface";
 import type { ProformaReportSnapshot } from "./proforma-report-snapshot.interface";
 import type { ProformaReportTaxSnapshot } from "./proforma-report-tax-snapshot.interface";

+export type ProformaReportSnapshotBuilderParams = ISnapshotBuilderParams & {
+  company: CompanyReportProfile;
+  localization: ReportLocalization;
+};
+
 export interface IProformaReportSnapshotBuilder
  extends ISnapshotBuilder<ProformaFullSnapshot, ProformaReportSnapshot> {}

@ -25,9 +30,20 @@ export class ProformaReportSnapshotBuilder implements IProformaReportSnapshotBui

  toOutput(
    snapshot: ProformaFullSnapshot,
-    params?: ISnapshotBuilderParams
+    params?: ProformaReportSnapshotBuilderParams
  ): ProformaReportSnapshot {
-    const locale = params?.locale as string;
+    const localization = params?.localization;
+    const company = params?.company;
+
+    if (!localization) {
+      throw new Error("Report localization is required");
+    }
+
+    if (!company) {
+      throw new Error("Company report profile is required");
+    }
+
+    const { locale } = localization;

    const moneyOptions = {
      hideZeros: true,
@ -37,22 +53,23 @@ export class ProformaReportSnapshotBuilder implements IProformaReportSnapshotBui
    return {
      id: snapshot.id,
      company_id: snapshot.company_id,
-      company_slug: "rodax",
      invoice_number: snapshot.invoice_number,
      series: snapshot.series,
      status: snapshot.status,
      reference: snapshot.reference,
+      localization,
+      company,

      language_code: snapshot.language_code,
      currency_code: snapshot.currency_code,

      invoice_date: DateHelper.format(snapshot.invoice_date, locale),

-      payment_method: snapshot.payment_method?.payment_description ?? "",
+      payment_method: snapshot.payment_method?.description ?? snapshot.payment_method?.name ?? "",
      notes: snapshot.notes,

      recipient: {
-        name: snapshot.recipient.name,
+        name: snapshot.recipient.name ?? "",
        tin: snapshot.recipient.tin,
        format_address: this.formatAddress(snapshot.recipient),
      },
--- a/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/proforma-report-snapshot.interface.ts
+++ b/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/proforma-report-snapshot.interface.ts
@ -1,25 +1,28 @@
+import type { CompanyReportProfile, ReportLocalization } from "../../models";
 import type { ProformaReportItemSnapshot } from "./proforma-report-item-snapshot.interface";
 import type { ProformaReportTaxSnapshot } from "./proforma-report-tax-snapshot.interface";

 export interface ProformaReportSnapshot {
  id: string;
  company_id: string;
-  company_slug: string;
  invoice_number: string;
-  series: string;
+  series: string | null;
  status: string;
-  reference: string;
+  reference: string | null;
+
+  localization: ReportLocalization;
+  company: CompanyReportProfile;

  language_code: string;
  currency_code: string;

  invoice_date: string;
  payment_method: string;
-  notes: string;
+  notes: string | null;

  recipient: {
    name: string;
-    tin: string;
+    tin: string | null;
    format_address: string;
  };

--- a/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/proforma-tax-report-snapshot-builder.ts
+++ b/modules/customer-invoices/src/api/application/proformas/snapshot-builders/report/proforma-tax-report-snapshot-builder.ts
@ -1,7 +1,12 @@
 import { MoneyDTOHelper, PercentageDTOHelper } from "@erp/core";
 import type { ISnapshotBuilder, ISnapshotBuilderParams } from "@erp/core/api";

-import type { ProformaFullSnapshot, ProformaReportTaxSnapshot } from "../../application-models";
+import type { ProformaFullSnapshot } from "../full";
+import type { ProformaReportTaxSnapshot } from "./proforma-report-tax-snapshot.interface";
+
+type ProformaTaxReportSnapshotBuilderParams = ISnapshotBuilderParams & {
+  locale: string;
+};

 export interface IProformaTaxReportSnapshotBuilder
  extends ISnapshotBuilder<ProformaFullSnapshot["taxes"], ProformaReportTaxSnapshot[]> {}
@ -9,9 +14,9 @@ export interface IProformaTaxReportSnapshotBuilder
 export class ProformaTaxReportSnapshotBuilder implements IProformaTaxReportSnapshotBuilder {
  toOutput(
    taxes: ProformaFullSnapshot["taxes"],
-    params?: ISnapshotBuilderParams
+    params?: ProformaTaxReportSnapshotBuilderParams
  ): ProformaReportTaxSnapshot[] {
-    const locale = params?.locale as string;
+    const locale = params?.locale ?? "es-ES";

    const moneyOptions = {
      hideZeros: true,
@ -21,16 +26,20 @@ export class ProformaTaxReportSnapshotBuilder implements IProformaTaxReportSnaps
    return taxes.map((tax) => ({
      taxable_amount: MoneyDTOHelper.format(tax.taxable_amount, locale, moneyOptions),

-      iva_code: tax.iva_code,
-      iva_percentage: PercentageDTOHelper.format(tax.iva_percentage, locale),
+      iva_code: tax.iva_code ?? "",
+      iva_percentage: tax.iva_percentage
+        ? PercentageDTOHelper.format(tax.iva_percentage, locale)
+        : "",
      iva_amount: MoneyDTOHelper.format(tax.iva_amount, locale, moneyOptions),

-      rec_code: tax.rec_code,
-      rec_percentage: PercentageDTOHelper.format(tax.rec_percentage, locale),
+      rec_code: tax.rec_code ?? "",
+      rec_percentage: tax.rec_percentage ? PercentageDTOHelper.format(tax.rec_percentage, locale) : "",
      rec_amount: MoneyDTOHelper.format(tax.rec_amount, locale, moneyOptions),

-      retention_code: tax.retention_code,
-      retention_percentage: PercentageDTOHelper.format(tax.retention_percentage, locale),
+      retention_code: tax.retention_code ?? "",
+      retention_percentage: tax.retention_percentage
+        ? PercentageDTOHelper.format(tax.retention_percentage, locale)
+        : "",
      retention_amount: MoneyDTOHelper.format(tax.retention_amount, locale, moneyOptions),

      taxes_amount: MoneyDTOHelper.format(tax.taxes_amount, locale, moneyOptions),
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/index.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/index.ts
@ -4,5 +4,6 @@ export * from "./create-proforma.use-case";
 export * from "./get-proforma-by-id.use-case";
 export * from "./issue-proforma.use-case";
 export * from "./list-proformas.use-case";
-export * from "./report-proforma.use-case";
+export * from "./preview-proforma-report.use-case";
+export * from "./report-proforma-pdf.use-case";
 export * from "./update-proforma-by-id.use-case";
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/preview-proforma-report.use-case.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/preview-proforma-report.use-case.ts
@ -0,0 +1,124 @@
+import type { ITransactionManager } from "@erp/core/api";
+import { UniqueID } from "@repo/rdx-ddd";
+import { Maybe, Result } from "@repo/rdx-utils";
+
+import { CompanyReportProfileNotFoundError } from "../errors";
+import type {
+  ICompanyReportProfileFinder,
+  IProformaFinder,
+  IProformaFullReadModelAssembler,
+  ProformaDocumentGeneratorService,
+} from "../services";
+import type { ReportLocalization } from "../models";
+import type { IProformaFullSnapshotBuilder } from "../snapshot-builders";
+import type { IProformaReportSnapshotBuilder } from "../snapshot-builders/report";
+
+type PreviewProformaReportUseCaseInput = {
+  companyId: UniqueID;
+  proforma_id: string;
+};
+
+export class PreviewProformaReportUseCase {
+  public constructor(
+    private readonly deps: {
+      finder: IProformaFinder;
+      companyReportProfileFinder: ICompanyReportProfileFinder;
+      fullReadModelAssembler: IProformaFullReadModelAssembler;
+      fullSnapshotBuilder: IProformaFullSnapshotBuilder;
+      reportSnapshotBuilder: IProformaReportSnapshotBuilder;
+      documentService: ProformaDocumentGeneratorService;
+      transactionManager: ITransactionManager;
+    }
+  ) {}
+
+  public execute(params: PreviewProformaReportUseCaseInput) {
+    const { proforma_id, companyId } = params;
+
+    const idOrError = UniqueID.create(proforma_id);
+
+    if (idOrError.isFailure) {
+      return Result.fail(idOrError.error);
+    }
+
+    const proformaId = idOrError.data;
+
+    return this.deps.transactionManager.complete(async (transaction) => {
+      try {
+        const proformaResult = await this.deps.finder.findProformaById(
+          companyId,
+          proformaId,
+          transaction
+        );
+
+        if (proformaResult.isFailure) {
+          return Result.fail(proformaResult.error);
+        }
+
+        const readModelResult = await this.deps.fullReadModelAssembler.assemble({
+          companyId,
+          proforma: proformaResult.data,
+          transaction,
+        });
+
+        if (readModelResult.isFailure) {
+          return Result.fail(readModelResult.error);
+        }
+
+        const companyProfileResult = await this.deps.companyReportProfileFinder.findByCompanyId(
+          companyId,
+          transaction
+        );
+
+        if (companyProfileResult.isFailure) {
+          return Result.fail(companyProfileResult.error);
+        }
+
+        if (companyProfileResult.data.isNone()) {
+          return Result.fail(new CompanyReportProfileNotFoundError(companyId.toString()));
+        }
+
+        const fullSnapshot = this.deps.fullSnapshotBuilder.toOutput(readModelResult.data);
+        const localization = this.resolveLocalization({
+          languageCode: fullSnapshot.language_code,
+          currencyCode: fullSnapshot.currency_code,
+          companyLocale: companyProfileResult.data.unwrap().locale,
+          companyCurrencyCode: companyProfileResult.data.unwrap().currencyCode,
+        });
+
+        const reportSnapshot = this.deps.reportSnapshotBuilder.toOutput(fullSnapshot, {
+          localization,
+          company: companyProfileResult.data.unwrap(),
+        });
+
+        const documentResult = await this.deps.documentService.generate(reportSnapshot, {
+          companySlug: reportSnapshot.company.slug,
+        });
+
+        if (documentResult.isFailure) {
+          return Result.fail(documentResult.error);
+        }
+
+        return Result.ok({
+          payload: documentResult.data.payload.toString("utf-8"),
+          mimeType: "text/html; charset=utf-8" as const,
+          filename: documentResult.data.filename,
+        });
+      } catch (error: unknown) {
+        return Result.fail(error as Error);
+      }
+    });
+  }
+
+  private resolveLocalization(params: {
+    languageCode: string;
+    currencyCode: string;
+    companyLocale: Maybe<string>;
+    companyCurrencyCode: Maybe<string>;
+  }): ReportLocalization {
+    return {
+      languageCode: params.languageCode || "es",
+      locale: params.companyLocale.getOrUndefined() ?? "es-ES",
+      currencyCode: params.currencyCode || params.companyCurrencyCode.getOrUndefined() || "EUR",
+    };
+  }
+}
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma-pdf.use-case.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma-pdf.use-case.ts
@ -0,0 +1,124 @@
+import type { ITransactionManager } from "@erp/core/api";
+import { UniqueID } from "@repo/rdx-ddd";
+import { Maybe, Result } from "@repo/rdx-utils";
+
+import { CompanyReportProfileNotFoundError } from "../errors";
+import type {
+  ICompanyReportProfileFinder,
+  IProformaFinder,
+  IProformaFullReadModelAssembler,
+  ProformaDocumentGeneratorService,
+} from "../services";
+import type { ReportLocalization } from "../models";
+import type { IProformaFullSnapshotBuilder } from "../snapshot-builders";
+import type { IProformaReportSnapshotBuilder } from "../snapshot-builders/report";
+
+type ReportProformaPdfUseCaseInput = {
+  companyId: UniqueID;
+  proforma_id: string;
+};
+
+export class ReportProformaPdfUseCase {
+  public constructor(
+    private readonly deps: {
+      finder: IProformaFinder;
+      companyReportProfileFinder: ICompanyReportProfileFinder;
+      fullReadModelAssembler: IProformaFullReadModelAssembler;
+      fullSnapshotBuilder: IProformaFullSnapshotBuilder;
+      reportSnapshotBuilder: IProformaReportSnapshotBuilder;
+      documentService: ProformaDocumentGeneratorService;
+      transactionManager: ITransactionManager;
+    }
+  ) {}
+
+  public execute(params: ReportProformaPdfUseCaseInput) {
+    const { proforma_id, companyId } = params;
+
+    const idOrError = UniqueID.create(proforma_id);
+
+    if (idOrError.isFailure) {
+      return Result.fail(idOrError.error);
+    }
+
+    const proformaId = idOrError.data;
+
+    return this.deps.transactionManager.complete(async (transaction) => {
+      try {
+        const proformaResult = await this.deps.finder.findProformaById(
+          companyId,
+          proformaId,
+          transaction
+        );
+
+        if (proformaResult.isFailure) {
+          return Result.fail(proformaResult.error);
+        }
+
+        const readModelResult = await this.deps.fullReadModelAssembler.assemble({
+          companyId,
+          proforma: proformaResult.data,
+          transaction,
+        });
+
+        if (readModelResult.isFailure) {
+          return Result.fail(readModelResult.error);
+        }
+
+        const companyProfileResult = await this.deps.companyReportProfileFinder.findByCompanyId(
+          companyId,
+          transaction
+        );
+
+        if (companyProfileResult.isFailure) {
+          return Result.fail(companyProfileResult.error);
+        }
+
+        if (companyProfileResult.data.isNone()) {
+          return Result.fail(new CompanyReportProfileNotFoundError(companyId.toString()));
+        }
+
+        const fullSnapshot = this.deps.fullSnapshotBuilder.toOutput(readModelResult.data);
+        const localization = this.resolveLocalization({
+          languageCode: fullSnapshot.language_code,
+          currencyCode: fullSnapshot.currency_code,
+          companyLocale: companyProfileResult.data.unwrap().locale,
+          companyCurrencyCode: companyProfileResult.data.unwrap().currencyCode,
+        });
+
+        const reportSnapshot = this.deps.reportSnapshotBuilder.toOutput(fullSnapshot, {
+          localization,
+          company: companyProfileResult.data.unwrap(),
+        });
+
+        const documentResult = await this.deps.documentService.generate(reportSnapshot, {
+          companySlug: reportSnapshot.company.slug,
+        });
+
+        if (documentResult.isFailure) {
+          return Result.fail(documentResult.error);
+        }
+
+        return Result.ok({
+          payload: documentResult.data.payload,
+          mimeType: "application/pdf" as const,
+          filename: documentResult.data.filename,
+        });
+      } catch (error: unknown) {
+        return Result.fail(error as Error);
+      }
+    });
+  }
+
+  private resolveLocalization(params: {
+    languageCode: string;
+    currencyCode: string;
+    companyLocale: Maybe<string>;
+    companyCurrencyCode: Maybe<string>;
+  }): ReportLocalization {
+    return {
+      languageCode: params.languageCode || "es",
+      locale: params.companyLocale.getOrUndefined() ?? "es-ES",
+      currencyCode: params.currencyCode || params.companyCurrencyCode.getOrUndefined() || "EUR",
+    };
+  }
+}
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma.use-case.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma.use-case.ts
@ -1,80 +0,0 @@
-import { type ITransactionManager, type RendererFormat, logger } from "@erp/core/api";
-import { UniqueID } from "@repo/rdx-ddd";
-import { Result } from "@repo/rdx-utils";
-
-import type { IProformaFinder, ProformaDocumentGeneratorService } from "../services";
-import type { IProformaFullSnapshotBuilder } from "../snapshot-builders";
-import type { IProformaReportSnapshotBuilder } from "../snapshot-builders/report";
-
-type ReportProformaUseCaseInput = {
-  companyId: UniqueID;
-  proforma_id: string;
-  format: RendererFormat;
-};
-
-export class ReportProformaUseCase {
-  constructor(
-    private readonly finder: IProformaFinder,
-    private readonly fullSnapshotBuilder: IProformaFullSnapshotBuilder,
-    private readonly reportSnapshotBuilder: IProformaReportSnapshotBuilder,
-    private readonly documentGenerationService: ProformaDocumentGeneratorService,
-    private readonly transactionManager: ITransactionManager
-  ) {}
-
-  public async execute(params: ReportProformaUseCaseInput) {
-    const { proforma_id, companyId } = params;
-
-    const idOrError = UniqueID.create(proforma_id);
-
-    if (idOrError.isFailure) {
-      return Result.fail(idOrError.error);
-    }
-
-    const proformaId = idOrError.data;
-
-    return this.transactionManager.complete(async (transaction) => {
-      try {
-        const proformaResult = await this.finder.findProformaById(
-          companyId,
-          proformaId,
-          transaction
-        );
-
-        if (proformaResult.isFailure) {
-          return Result.fail(proformaResult.error);
-        }
-
-        const invoice = proformaResult.data;
-
-        // Snapshot completo de la entidad
-        const fullSnapshot = this.fullSnapshotBuilder.toOutput(invoice);
-
-        // Snapshot para informe a partir del anterior
-        const reportSnapshot = this.reportSnapshotBuilder.toOutput(fullSnapshot, {
-          languageCode: invoice.languageCode,
-        });
-
-        // Llamar al servicio y que se apañe
-        const documentResult = await this.documentGenerationService.generate(reportSnapshot, {
-          companySlug: "rodax",
-        });
-
-        if (documentResult.isFailure) {
-          return Result.fail(documentResult.error);
-        }
-        11;
-
-        // 5. Devolver artefacto firmado
-        return Result.ok({
-          payload: documentResult.data.payload,
-          mimeType: "application/pdf",
-          filename: documentResult.data.filename,
-        });
-      } catch (error: unknown) {
-        const err = error as Error;
-        logger.error(err.message, { label: "ReportProformaUseCase.execure" });
-        return Result.fail(err);
-      }
-    });
-  }
-}
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/index.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/index.ts
@ -1,2 +0,0 @@
-export * from "./report-proforma.use-case";
-export * from "./reporter";
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/report-proforma.use-case.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/report-proforma.use-case.ts
@ -1,67 +0,0 @@
-import type { IPresenterRegistry, ITransactionManager } from "@erp/core/api";
-import { UniqueID } from "@repo/rdx-ddd";
-import { Result } from "@repo/rdx-utils";
-
-import type { CustomerInvoiceApplicationService } from "../../../services/customer-invoice-application.service";
-
-type ReportProformaUseCaseInput = {
-  companyId: UniqueID;
-  companySlug: string;
-  proforma_id: string;
-  format: "pdf" | "html";
-};
-
-export class ReportProformaUseCase {
-  constructor(
-    private readonly service: CustomerInvoiceApplicationService,
-    private readonly transactionManager: ITransactionManager,
-    private readonly presenterRegistry: IPresenterRegistry
-  ) {}
-
-  public async execute(params: ReportProformaUseCaseInput) {
-    const { proforma_id, companySlug, companyId, format } = params;
-
-    const idOrError = UniqueID.create(proforma_id);
-
-    if (idOrError.isFailure) {
-      return Result.fail(idOrError.error);
-    }
-
-    const proformaId = idOrError.data;
-    const reportPresenter = this.presenterRegistry.getPresenter({
-      resource: "proforma",
-      projection: "REPORT",
-      format,
-    });
-
-    return this.transactionManager.complete(async (transaction) => {
-      try {
-        const proformaOrError = await this.service.getProformaByIdInCompany(
-          companyId,
-          proformaId,
-          transaction
-        );
-        if (proformaOrError.isFailure) {
-          return Result.fail(proformaOrError.error);
-        }
-
-        const proforma = proformaOrError.data;
-        const reportData = await reportPresenter.toOutput(proforma, { companySlug });
-
-        if (format === "html") {
-          return Result.ok({
-            data: String(reportData),
-            filename: undefined,
-          });
-        }
-
-        return Result.ok({
-          data: reportData as Buffer<ArrayBuffer>,
-          filename: `proforma-${proforma.invoiceNumber}.pdf`,
-        });
-      } catch (error: unknown) {
-        return Result.fail(error as Error);
-      }
-    });
-  }
-}
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/reporter/index.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/reporter/index.ts
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/reporter/proforma.report.html.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/reporter/proforma.report.html.ts
@ -1,32 +0,0 @@
-import { TemplatePresenter } from "@erp/core/api";
-
-import type { Proforma } from "../../../../../domain";
-import type { ProformaFullPresenter, ProformaReportPresenter } from "../../../../snapshot-builders";
-
-export class ProformaReportHTMLPresenter extends TemplatePresenter {
-  toOutput(proforma: Proforma, params: { companySlug: string }): string {
-    const { companySlug } = params;
-    const dtoPresenter = this.presenterRegistry.getPresenter({
-      resource: "proforma",
-      projection: "FULL",
-    }) as ProformaFullPresenter;
-
-    const prePresenter = this.presenterRegistry.getPresenter({
-      resource: "proforma",
-      projection: "REPORT",
-      format: "JSON",
-    }) as ProformaReportPresenter;
-
-    const invoiceDTO = dtoPresenter.toOutput(proforma);
-    const prettyDTO = prePresenter.toOutput(invoiceDTO);
-
-    // Obtener y compilar la plantilla HTML
-    const template = this.templateResolver.compileTemplate(
-      "customer-invoices",
-      companySlug,
-      "proforma.hbs"
-    );
-
-    return template(prettyDTO);
-  }
-}
--- a/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/reporter/proforma.report.pdf.ts
+++ b/modules/customer-invoices/src/api/application/proformas/use-cases/report-proforma2/reporter/proforma.report.pdf.ts
@ -1,76 +0,0 @@
-import { Presenter } from "@erp/core/api";
-import puppeteer from "puppeteer";
-
-import type { Proforma } from "../../../../../domain";
-
-import type { ProformaReportHTMLPresenter } from "./proforma.report.html";
-
-// https://plnkr.co/edit/lWk6Yd?preview
-// https://latenode.com/es/blog/web-automation-scraping/puppeteer-fundamentals-setup/complete-guide-to-pdf-generation-with-puppeteer-from-simple-documents-to-complex-reports
-
-export class ProformaReportPDFPresenter extends Presenter<Proforma, Promise<Buffer<ArrayBuffer>>> {
-  async toOutput(
-    proforma: Proforma,
-    params: { companySlug: string }
-  ): Promise<Buffer<ArrayBuffer>> {
-    try {
-      const htmlPresenter = this.presenterRegistry.getPresenter({
-        resource: "proforma",
-        projection: "REPORT",
-        format: "HTML",
-      }) as ProformaReportHTMLPresenter;
-
-      const htmlData = htmlPresenter.toOutput(proforma, params);
-
-      // Generar el PDF con Puppeteer
-      const browser = await puppeteer.launch({
-        headless: true,
-        args: [
-          "--no-sandbox",
-          "--disable-setuid-sandbox",
-          "--disable-dev-shm-usage",
-          "--disable-gpu",
-          "--disable-extensions",
-          "--font-render-hinting=medium",
-        ],
-        executablePath: process.env.PUPPETEER_EXECUTABLE_PATH,
-      });
-
-      const page = await browser.newPage();
-      page.setDefaultNavigationTimeout(60000);
-      page.setDefaultTimeout(60000);
-
-      await page.setContent(htmlData, {
-        waitUntil: "networkidle2",
-      });
-
-      // Espera extra opcional si hay imágenes base64 muy grandes
-      await page.waitForNetworkIdle({ idleTime: 200, timeout: 5000 });
-
-      const reportPDF = await page.pdf({
-        format: "A4",
-        margin: {
-          bottom: 0,
-          left: 0,
-          right: 0,
-          top: 0,
-        },
-        landscape: false,
-        preferCSSPageSize: true,
-        omitBackground: false,
-        printBackground: true,
-        displayHeaderFooter: true,
-        headerTemplate: "<div />",
-        footerTemplate:
-          '<div style="text-align: center;width: 297mm;font-size: 10px;">Página <span style="margin-right: 1cm"><span class="pageNumber"></span> de <span class="totalPages"></span></span></span></div>',
-      });
-
-      await browser.close();
-
-      return Buffer.from(reportPDF);
-    } catch (err: unknown) {
-      console.error(err);
-      throw err as Error;
-    }
-  }
-}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/adapters/company-report-profile-finder.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/adapters/company-report-profile-finder.ts
@ -0,0 +1,51 @@
+import type { UniqueID } from "@repo/rdx-ddd";
+import { Maybe, Result, type Result as ResultType } from "@repo/rdx-utils";
+
+import type { ICompanyPublicServices } from "../../../../../../companies/src/api";
+import type { CompanyReportProfile, ICompanyReportProfileFinder } from "../../../application";
+
+export class CompanyReportProfileFinder implements ICompanyReportProfileFinder {
+  public constructor(
+    private readonly deps: {
+      companiesServices: ICompanyPublicServices;
+    }
+  ) {}
+
+  public async findByCompanyId(
+    companyId: UniqueID,
+    transaction?: unknown
+  ): Promise<ResultType<Maybe<CompanyReportProfile>, Error>> {
+    const result = await this.deps.companiesServices.finder.findById({
+      companyId,
+      transaction,
+    });
+
+    if (result.isFailure) {
+      return Result.fail(result.error);
+    }
+
+    if (result.data.isNone()) {
+      return Result.ok(Maybe.none());
+    }
+
+    const company = result.data.unwrap();
+
+    const profile: CompanyReportProfile = {
+      companyId: company.id,
+      slug: company.slug,
+      legalName: company.legalName,
+      tradeName: Maybe.fromNullable(company.tradeName ?? undefined),
+      tin: Maybe.fromNullable(company.tin ?? undefined),
+      email: Maybe.fromNullable(company.email ?? undefined),
+      phone: Maybe.fromNullable(company.phone ?? undefined),
+      website: Maybe.fromNullable(company.website ?? undefined),
+      locale: Maybe.none(),
+      currencyCode: Maybe.none(),
+      logo: Maybe.none(),
+      address: Maybe.none(),
+      version: Maybe.none(),
+    };
+
+    return Result.ok(Maybe.some(profile));
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/di/proforma-documents.di.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/di/proforma-documents.di.ts
@ -1,27 +1,28 @@
 import { type ModuleParams, buildCoreDocumentsDI } from "@erp/core/api";

 import {
-  ProformaDocumentPipelineFactory,
-  type ProformaDocumentPipelineFactoryDeps,
+  ProformaHtmlPreviewPipelineFactory,
+  type ProformaHtmlPreviewPipelineFactoryDeps,
+  ProformaPdfDocumentPipelineFactory,
+  type ProformaPdfDocumentPipelineFactoryDeps,
 } from "../documents";

-export const buildProformaDocumentService = (params: ModuleParams) => {
-  const { documentRenderers, documentSigning, documentStorage } = buildCoreDocumentsDI(params);
+export const buildProformaDocumentServices = (params: ModuleParams) => {
+  const { documentRenderers, documentStorage } = buildCoreDocumentsDI(params);

-  const pipelineDeps: ProformaDocumentPipelineFactoryDeps = {
+  const pdfPipelineDeps: ProformaPdfDocumentPipelineFactoryDeps = {
    fastReportRenderer: documentRenderers.fastReportRenderer,
-
-    //
-    signingContextResolver: documentSigning.signingContextResolver,
-    documentSigningService: documentSigning.signingService,
-
-    //
    documentStorage: documentStorage.storage,
-
    templateResolver: documentRenderers.fastReportTemplateResolver,
  };

-  const documentGeneratorPipeline = ProformaDocumentPipelineFactory.create(pipelineDeps);
+  const htmlPreviewPipelineDeps: ProformaHtmlPreviewPipelineFactoryDeps = {
+    fastReportRenderer: documentRenderers.fastReportRenderer,
+    templateResolver: documentRenderers.fastReportTemplateResolver,
+  };

-  return documentGeneratorPipeline;
+  return {
+    pdf: ProformaPdfDocumentPipelineFactory.create(pdfPipelineDeps),
+    htmlPreview: ProformaHtmlPreviewPipelineFactory.create(htmlPreviewPipelineDeps),
+  };
 };
--- a/modules/customer-invoices/src/api/infrastructure/proformas/di/proforma-public-services.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/di/proforma-public-services.ts
@ -65,6 +65,7 @@ export function buildProformaPublicServices(
    taxDefinitionFinder: catalogs.taxDefinition.finder,
    taxRegimeFinder: catalogs.taxRegime.finder,
    paymentMethodFinder: catalogs.paymentMethod.finder,
+    paymentTermFinder: catalogs.paymentTerm.finder,
  });

  const readModelAssemblers = buildProformaReadModelAssemblers({
--- a/modules/customer-invoices/src/api/infrastructure/proformas/di/proformas.di.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/di/proformas.di.ts
@ -1,4 +1,5 @@
 import { type ModuleParams, buildTransactionManager } from "@erp/core/api";
+import type { ICompanyPublicServices } from "../../../../../../companies/src/api";

 import {
  type ChangeStatusProformaUseCase,
@ -7,13 +8,15 @@ import {
  type IIssuedInvoicePublicServices,
  type IssueProformaUseCase,
  type ListProformasUseCase,
-  type ReportProformaUseCase,
+  type PreviewProformaReportUseCase,
+  type ReportProformaPdfUseCase,
  type UpdateProformaByIdUseCase,
  buildChangeStatusProformaUseCase,
  buildCreateProformaUseCase,
  buildGetProformaByIdUseCase,
  buildIssueProformaUseCase,
  buildListProformasUseCase,
+  buildPreviewProformaReportUseCase,
  buildProformaCatalogResolvers,
  buildProformaCreator,
  buildProformaFinder,
@ -25,11 +28,12 @@ import {
  buildProformaStatusChanger,
  buildProformaToIssuedInvoicePropsConverter,
  buildProformaUpdater,
-  buildReportProformaUseCase,
+  buildReportProformaPdfUseCase,
  buildUpdateProformaUseCase,
 } from "../../../application";

-import { buildProformaDocumentService } from "./proforma-documents.di";
+import { CompanyReportProfileFinder } from "../adapters/company-report-profile-finder";
+import { buildProformaDocumentServices } from "./proforma-documents.di";
 import { buildProformaNumberGenerator } from "./proforma-number-generator.di";
 import { buildProformaPersistenceMappers } from "./proforma-persistence-mappers.di";
 import { buildProformaRepository } from "./proforma-repositories.di";
@ -39,7 +43,8 @@ export type ProformasInternalDeps = {
  useCases: {
    listProformas: () => ListProformasUseCase;
    getProformaById: () => GetProformaByIdUseCase;
-    reportProforma: () => ReportProformaUseCase;
+    reportProformaPdf: () => ReportProformaPdfUseCase;
+    previewProformaReport: () => PreviewProformaReportUseCase;
    createProforma: () => CreateProformaUseCase;
    issueProforma: (publicServices: {
      issuedInvoiceServices: IIssuedInvoicePublicServices;
@ -58,6 +63,7 @@ export function buildProformasDependencies(params: ModuleParams): ProformasInter
  const { database } = params;

  const catalogs = resolveProformaCatalogsDeps(params);
+  const companiesServices = params.getService<ICompanyPublicServices>("companies:general");

  const transactionManager = buildTransactionManager(database);
  const persistenceMappers = buildProformaPersistenceMappers();
@ -113,7 +119,10 @@ export function buildProformasDependencies(params: ModuleParams): ProformasInter
    paymentMethodFinder: catalogs.paymentMethod.finder,
  });

-  const documentGeneratorPipeline = buildProformaDocumentService(params);
+  const companyReportProfileFinder = new CompanyReportProfileFinder({
+    companiesServices,
+  });
+  const documentGeneratorServices = buildProformaDocumentServices(params);

  return {
    useCases: {
@ -150,13 +159,25 @@ export function buildProformasDependencies(params: ModuleParams): ProformasInter
          transactionManager,
        }),

-      reportProforma: () =>
-        buildReportProformaUseCase({
+      reportProformaPdf: () =>
+        buildReportProformaPdfUseCase({
          finder,
+          companyReportProfileFinder,
          fullReadModelAssembler: readModelAssemblers.full,
          fullSnapshotBuilder: snapshotBuilders.full,
          reportSnapshotBuilder: snapshotBuilders.report,
-          documentService: documentGeneratorPipeline,
+          documentService: documentGeneratorServices.pdf,
+          transactionManager,
+        }),
+
+      previewProformaReport: () =>
+        buildPreviewProformaReportUseCase({
+          finder,
+          companyReportProfileFinder,
+          fullReadModelAssembler: readModelAssemblers.full,
+          fullSnapshotBuilder: snapshotBuilders.full,
+          reportSnapshotBuilder: snapshotBuilders.report,
+          documentService: documentGeneratorServices.htmlPreview,
          transactionManager,
        }),

--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/pipelines/index.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/pipelines/index.ts
@ -1 +1,2 @@
-export * from "./proforma-document-pipeline-factory.ts";
+export * from "./proforma-html-preview-pipeline-factory.ts";
+export * from "./proforma-pdf-document-pipeline-factory.ts";
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/pipelines/proforma-document-pipeline-factory.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/pipelines/proforma-document-pipeline-factory.ts
@ -1,71 +0,0 @@
-import {
-  DocumentGenerationService,
-  DocumentPostProcessorChain,
-  type FastReportRenderer,
-  type FastReportTemplateResolver,
-  type IDocumentPostProcessor,
-  type IDocumentSideEffect,
-  type IDocumentSigningService,
-  type IDocumentStorage,
-  type ISigningContextResolver,
-} from "@erp/core/api";
-
-import {
-  type ProformaDocumentGeneratorService,
-  ProformaDocumentMetadataFactory,
-  ProformaDocumentPropertiesFactory,
-  type ProformaReportSnapshot,
-} from "../../../../application";
-import { ProformaSignedDocumentCachePreProcessor } from "../pre-processors";
-import { ProformaDocumentRenderer } from "../renderers";
-import { PersistProformaDocumentSideEffect } from "../side-effects";
-
-/**
- * Factory de pipeline de generación de documentos
- * para facturas emitidas (Issued Invoice).
- */
-
-export interface ProformaDocumentPipelineFactoryDeps {
-  // Core / Infra
-  fastReportRenderer: FastReportRenderer;
-  templateResolver: FastReportTemplateResolver;
-
-  signingContextResolver: ISigningContextResolver;
-  documentSigningService: IDocumentSigningService;
-
-  documentStorage: IDocumentStorage;
-}
-
-export class ProformaDocumentPipelineFactory {
-  static create(deps: ProformaDocumentPipelineFactoryDeps): ProformaDocumentGeneratorService {
-    // 1. Pre-processors (cache firmado)
-    const preProcessors = [new ProformaSignedDocumentCachePreProcessor(deps.documentStorage)];
-
-    // 2. Renderer (FastReport)
-    const renderer = new ProformaDocumentRenderer(deps.fastReportRenderer, deps.templateResolver);
-
-    // 3) Metadata and properties factory (Application)
-    const metadataFactory = new ProformaDocumentMetadataFactory();
-    const propertiesFactory = new ProformaDocumentPropertiesFactory();
-
-    // 3) Firma real (Core / Infra)
-    const postProcessor: IDocumentPostProcessor = new DocumentPostProcessorChain([
-      // Aquí podrían ir más post-procesadores, como uno de validación o similar
-    ]);
-
-    // 4. Side-effects (persistencia best-effort)
-    const sideEffects: IDocumentSideEffect[] = [
-      new PersistProformaDocumentSideEffect(deps.documentStorage),
-    ];
-
-    // 5. Pipeline final
-    return new DocumentGenerationService<ProformaReportSnapshot>({
-      renderer,
-      preProcessors,
-      postProcessor,
-      sideEffects,
-      metadataFactory,
-      propertiesFactory,
-    });
-  }
-}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/pipelines/proforma-html-preview-pipeline-factory.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/pipelines/proforma-html-preview-pipeline-factory.ts
@ -0,0 +1,40 @@
+import {
+  DocumentGenerationService,
+  DocumentPostProcessorChain,
+  type FastReportRenderer,
+  type FastReportTemplateResolver,
+} from "@erp/core/api";
+
+import {
+  type ProformaDocumentGeneratorService,
+  ProformaDocumentPropertiesFactory,
+  type ProformaReportSnapshot,
+} from "../../../../application";
+import { ProformaHtmlPreviewRenderer } from "../renderers";
+import { ProformaHtmlPreviewDocumentMetadataFactory } from "../services/proforma-html-preview-document-metadata-factory";
+
+export interface ProformaHtmlPreviewPipelineFactoryDeps {
+  fastReportRenderer: FastReportRenderer;
+  templateResolver: FastReportTemplateResolver;
+}
+
+export class ProformaHtmlPreviewPipelineFactory {
+  static create(deps: ProformaHtmlPreviewPipelineFactoryDeps): ProformaDocumentGeneratorService {
+    const renderer = new ProformaHtmlPreviewRenderer(
+      deps.fastReportRenderer,
+      deps.templateResolver
+    );
+    const metadataFactory = new ProformaHtmlPreviewDocumentMetadataFactory();
+    const propertiesFactory = new ProformaDocumentPropertiesFactory();
+    const postProcessor = new DocumentPostProcessorChain([]);
+
+    return new DocumentGenerationService<ProformaReportSnapshot>({
+      renderer,
+      preProcessors: [],
+      postProcessor,
+      sideEffects: [],
+      metadataFactory,
+      propertiesFactory,
+    });
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/pipelines/proforma-pdf-document-pipeline-factory.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/pipelines/proforma-pdf-document-pipeline-factory.ts
@ -0,0 +1,49 @@
+import {
+  DocumentGenerationService,
+  DocumentPostProcessorChain,
+  type FastReportRenderer,
+  type FastReportTemplateResolver,
+  type IDocumentSideEffect,
+  type IDocumentStorage,
+} from "@erp/core/api";
+
+import {
+  type ProformaDocumentGeneratorService,
+  ProformaDocumentPropertiesFactory,
+  type ProformaReportSnapshot,
+} from "../../../../application";
+import { ProformaPdfCachePreProcessor } from "../pre-processors";
+import { ProformaPdfDocumentRenderer } from "../renderers";
+import { ProformaPdfDocumentMetadataFactory } from "../services/proforma-pdf-document-metadata-factory";
+import { PersistProformaPdfSideEffect } from "../side-effects";
+
+export interface ProformaPdfDocumentPipelineFactoryDeps {
+  fastReportRenderer: FastReportRenderer;
+  templateResolver: FastReportTemplateResolver;
+  documentStorage: IDocumentStorage;
+}
+
+export class ProformaPdfDocumentPipelineFactory {
+  static create(deps: ProformaPdfDocumentPipelineFactoryDeps): ProformaDocumentGeneratorService {
+    const preProcessors = [new ProformaPdfCachePreProcessor(deps.documentStorage)];
+    const renderer = new ProformaPdfDocumentRenderer(
+      deps.fastReportRenderer,
+      deps.templateResolver
+    );
+    const metadataFactory = new ProformaPdfDocumentMetadataFactory();
+    const propertiesFactory = new ProformaDocumentPropertiesFactory();
+    const postProcessor = new DocumentPostProcessorChain([]);
+    const sideEffects: IDocumentSideEffect[] = [
+      new PersistProformaPdfSideEffect(deps.documentStorage),
+    ];
+
+    return new DocumentGenerationService<ProformaReportSnapshot>({
+      renderer,
+      preProcessors,
+      postProcessor,
+      sideEffects,
+      metadataFactory,
+      propertiesFactory,
+    });
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/pre-processors/index.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/pre-processors/index.ts
@ -1 +1 @@
-export * from "./proforma-document-cache-pre-processor";
+export * from "./proforma-pdf-cache-pre-processor";
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/pre-processors/proforma-document-cache-pre-processor.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/pre-processors/proforma-document-cache-pre-processor.ts
@ -1,71 +0,0 @@
-import {
-  DocumentStorageKeyFactory,
-  type IDocument,
-  type IDocumentMetadata,
-  type IDocumentPreProcessor,
-  type IDocumentStorage,
-  logger,
-} from "@erp/core/api";
-
-/**
- * Pre-processor de cache técnico para documentos firmados
- * de facturas emitidas.
- *
- * - Best-effort
- * - Nunca rompe el flujo
- * - Invalida cache corrupto
- */
-export class ProformaSignedDocumentCachePreProcessor implements IDocumentPreProcessor {
-  constructor(private readonly docStorage: IDocumentStorage) {}
-
-  async tryResolve(metadata: IDocumentMetadata): Promise<IDocument | null> {
-    const metadataRecord = metadata as unknown as Record<string, unknown>;
-    try {
-      const { paths, storageKey } = DocumentStorageKeyFactory.fromMetadataRecord(metadataRecord);
-
-      if (!storageKey) {
-        return null;
-      }
-
-      const exists = await this.docStorage.existsKeyStorage(storageKey, paths);
-
-      if (!exists) {
-        return null;
-      }
-
-      logger.info(`✅ Found Server cached document for key ${storageKey}`);
-
-      const document = await this.docStorage.readDocument(storageKey, paths);
-
-      if (!this.isValid(document)) {
-        logger.warn(`Corrupted or invalid cached document for key ${storageKey}`, {
-          label: "ProformaSignedDocumentCachePreProcessor",
-        });
-        return null;
-      }
-
-      return document;
-    } catch {
-      // best-effort: cualquier fallo se trata como cache miss
-      return null;
-    }
-  }
-
-  /**
-   * Validación mínima de integridad.
-   * No valida firma criptográfica.
-   */
-  private isValid(document: IDocument | null): boolean {
-    if (!document) return false;
-
-    if (!document.payload || document.payload.length === 0) {
-      return false;
-    }
-
-    if (document.mimeType !== "application/pdf") {
-      return false;
-    }
-
-    return true;
-  }
-}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/pre-processors/proforma-pdf-cache-pre-processor.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/pre-processors/proforma-pdf-cache-pre-processor.ts
@ -0,0 +1,34 @@
+import {
+  DocumentStorageKeyFactory,
+  type IDocument,
+  type IDocumentMetadata,
+  type IDocumentPreProcessor,
+  type IDocumentStorage,
+} from "@erp/core/api";
+
+export class ProformaPdfCachePreProcessor implements IDocumentPreProcessor {
+  public constructor(private readonly docStorage: IDocumentStorage) {}
+
+  public async tryResolve(metadata: IDocumentMetadata): Promise<IDocument | null> {
+    const metadataRecord = metadata as unknown as Record<string, unknown>;
+    const { paths, storageKey } = DocumentStorageKeyFactory.fromMetadataRecord(metadataRecord);
+
+    if (!storageKey) {
+      return null;
+    }
+
+    const exists = await this.docStorage.existsKeyStorage(storageKey, paths);
+
+    if (!exists) {
+      return null;
+    }
+
+    const document = await this.docStorage.readDocument(storageKey, paths);
+
+    if (!document || document.mimeType !== "application/pdf" || document.payload.length === 0) {
+      return null;
+    }
+
+    return document;
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/renderers/fastreport/index.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/renderers/fastreport/index.ts
@ -1 +1,2 @@
-export * from "./proforma-document-renderer.ts";
+export * from "./proforma-html-preview-renderer.ts";
+export * from "./proforma-pdf-document-renderer.ts";
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/renderers/fastreport/proforma-document-renderer.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/renderers/fastreport/proforma-document-renderer.ts
@ -1,72 +0,0 @@
-import type {
-  FastReportRenderer,
-  FastReportTemplateResolver,
-  IDocument,
-  IDocumentProperties,
-  IDocumentRenderer,
-} from "@erp/core/api";
-
-import type { ProformaReportSnapshot } from "../../../../../application";
-
-/**
- * Adaptador Application → Infra para la generación del documento
- * PDF de una factura emitida (Issued Invoice).
- *
- * - Recibe snapshot de report
- * - Invoca FastReportRenderer
- * - Devuelve IDocument
- *
- * NO captura errores: FastReportError se propaga.
- */
-
-export type ProformaDocumentRenderParams = {
-  companySlug: string;
-  format: string;
-  languageCode: string;
-  filename: string;
-  mimeType: string;
-  properties: IDocumentProperties;
-};
-
-export class ProformaDocumentRenderer implements IDocumentRenderer<ProformaReportSnapshot> {
-  constructor(
-    private readonly fastReportRenderer: FastReportRenderer,
-    private readonly templateResolver: FastReportTemplateResolver
-  ) {}
-
-  async render(
-    snapshot: ProformaReportSnapshot,
-    params: ProformaDocumentRenderParams
-  ): Promise<IDocument> {
-    const { companySlug, format, languageCode, filename, mimeType, properties } = params;
-
-    // Template
-    const templatePath = this.templateResolver.resolveTemplatePath({
-      module: "customer-invoices",
-      companySlug,
-      languageCode,
-      templateFilename: "proforma.frx",
-    });
-
-    const output = await this.fastReportRenderer.render({
-      templatePath,
-      inputData: snapshot,
-      format,
-      properties,
-    });
-
-    return {
-      payload: this.normalizePayload(output.payload),
-      mimeType,
-      filename,
-    };
-  }
-
-  /**
-   * Normaliza la salida de FastReport a Buffer.
-   * FastReport puede devolver string o Buffer.
-   */
-  private normalizePayload(payload: Buffer | string): Buffer {
-    return Buffer.isBuffer(payload) ? payload : Buffer.from(payload);
-  }
-}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/renderers/fastreport/proforma-html-preview-renderer.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/renderers/fastreport/proforma-html-preview-renderer.ts
@ -0,0 +1,50 @@
+import type {
+  FastReportRenderer,
+  FastReportTemplateResolver,
+  IDocument,
+  IDocumentProperties,
+  IDocumentRenderer,
+} from "@erp/core/api";
+
+import type { ProformaReportSnapshot } from "../../../../../application";
+
+type ProformaHtmlPreviewRenderParams = {
+  companySlug: string;
+  format: string;
+  languageCode: string;
+  filename: string;
+  mimeType: string;
+  properties: IDocumentProperties;
+};
+
+export class ProformaHtmlPreviewRenderer implements IDocumentRenderer<ProformaReportSnapshot> {
+  public constructor(
+    private readonly fastReportRenderer: FastReportRenderer,
+    private readonly templateResolver: FastReportTemplateResolver
+  ) {}
+
+  public async render(
+    snapshot: ProformaReportSnapshot,
+    params: ProformaHtmlPreviewRenderParams
+  ): Promise<IDocument> {
+    const templatePath = this.templateResolver.resolveTemplatePath({
+      module: "customer-invoices",
+      companySlug: params.companySlug,
+      languageCode: params.languageCode,
+      templateFilename: "proforma.frx",
+    });
+
+    const output = await this.fastReportRenderer.render({
+      templatePath,
+      inputData: snapshot,
+      format: params.format,
+      properties: params.properties,
+    });
+
+    return {
+      payload: Buffer.isBuffer(output.payload) ? output.payload : Buffer.from(output.payload),
+      mimeType: params.mimeType,
+      filename: params.filename,
+    };
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/renderers/fastreport/proforma-pdf-document-renderer.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/renderers/fastreport/proforma-pdf-document-renderer.ts
@ -0,0 +1,50 @@
+import type {
+  FastReportRenderer,
+  FastReportTemplateResolver,
+  IDocument,
+  IDocumentProperties,
+  IDocumentRenderer,
+} from "@erp/core/api";
+
+import type { ProformaReportSnapshot } from "../../../../../application";
+
+type ProformaPdfDocumentRenderParams = {
+  companySlug: string;
+  format: string;
+  languageCode: string;
+  filename: string;
+  mimeType: string;
+  properties: IDocumentProperties;
+};
+
+export class ProformaPdfDocumentRenderer implements IDocumentRenderer<ProformaReportSnapshot> {
+  public constructor(
+    private readonly fastReportRenderer: FastReportRenderer,
+    private readonly templateResolver: FastReportTemplateResolver
+  ) {}
+
+  public async render(
+    snapshot: ProformaReportSnapshot,
+    params: ProformaPdfDocumentRenderParams
+  ): Promise<IDocument> {
+    const templatePath = this.templateResolver.resolveTemplatePath({
+      module: "customer-invoices",
+      companySlug: params.companySlug,
+      languageCode: params.languageCode,
+      templateFilename: "proforma.frx",
+    });
+
+    const output = await this.fastReportRenderer.render({
+      templatePath,
+      inputData: snapshot,
+      format: params.format,
+      properties: params.properties,
+    });
+
+    return {
+      payload: Buffer.isBuffer(output.payload) ? output.payload : Buffer.from(output.payload),
+      mimeType: params.mimeType,
+      filename: params.filename,
+    };
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/services/proforma-html-preview-document-metadata-factory.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/services/proforma-html-preview-document-metadata-factory.ts
@ -0,0 +1,19 @@
+import type { IDocumentMetadata, IDocumentMetadataFactory } from "@erp/core/api";
+
+import type { ProformaReportSnapshot } from "../../../../application";
+
+export class ProformaHtmlPreviewDocumentMetadataFactory
+  implements IDocumentMetadataFactory<ProformaReportSnapshot>
+{
+  build(snapshot: ProformaReportSnapshot): IDocumentMetadata {
+    return {
+      documentType: "proforma",
+      documentId: snapshot.id,
+      companyId: snapshot.company_id,
+      companySlug: snapshot.company.slug,
+      format: "HTML",
+      languageCode: snapshot.localization.languageCode,
+      filename: `proforma-${snapshot.series}${snapshot.invoice_number}.html`,
+    };
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/services/proforma-pdf-document-metadata-factory.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/services/proforma-pdf-document-metadata-factory.ts
@ -0,0 +1,48 @@
+import type { IDocumentMetadata, IDocumentMetadataFactory } from "@erp/core/api";
+
+import type { ProformaReportSnapshot } from "../../../../application";
+
+export class ProformaPdfDocumentMetadataFactory
+  implements IDocumentMetadataFactory<ProformaReportSnapshot>
+{
+  build(snapshot: ProformaReportSnapshot): IDocumentMetadata {
+    return {
+      documentType: "proforma",
+      documentId: snapshot.id,
+      companyId: snapshot.company_id,
+      companySlug: snapshot.company.slug,
+      format: "PDF",
+      languageCode: snapshot.localization.languageCode,
+      filename: `proforma-${snapshot.series}${snapshot.invoice_number}.pdf`,
+      storageKey: this.buildStorageKey(snapshot),
+    };
+  }
+
+  private buildStorageKey(snapshot: ProformaReportSnapshot): string | undefined {
+    if (snapshot.status === "draft") {
+      return undefined;
+    }
+
+    // La cache de proformas no draft es segura respecto al contenido de la proforma
+    // porque el dominio no permite modificar proformas fuera de draft. Queda pendiente
+    // invalidar por version de plantilla/branding cuando esos datos existan.
+    const keyParts = [
+      "proforma",
+      snapshot.company_id,
+      snapshot.id,
+      snapshot.status,
+      "pdf",
+      snapshot.localization.languageCode,
+      snapshot.localization.currencyCode,
+      snapshot.company.slug,
+    ];
+
+    const companyVersion = snapshot.company.version.getOrUndefined();
+
+    if (companyVersion) {
+      keyParts.push(companyVersion);
+    }
+
+    return keyParts.join(":");
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/side-effects/index.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/side-effects/index.ts
@ -1 +1 @@
-export * from "./persist-proforma-document-side-effect";
+export * from "./persist-proforma-pdf-side-effect";
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/side-effects/persist-proforma-document-side-effect.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/side-effects/persist-proforma-document-side-effect.ts
@ -1,27 +0,0 @@
-import type {
-  IDocument,
-  IDocumentMetadata,
-  IDocumentSideEffect,
-  IDocumentStorage,
-} from "@erp/core/api";
-
-/**
- * Side-effect de persistencia best-effort del documento final
- * de una factura emitida.
- *
- * - Nunca rompe el flujo
- * - Usa cacheKey/metadata para decidir la clave
- */
-export class PersistProformaDocumentSideEffect implements IDocumentSideEffect {
-  constructor(private readonly storage: IDocumentStorage) {}
-
-  async execute(document: IDocument, metadata: IDocumentMetadata): Promise<void> {
-    // Si no hay cacheKey, no se persiste
-    if (!metadata.storageKey) {
-      return;
-    }
-
-    // Persistencia best-effort
-    await this.storage.saveDocument(document, metadata as unknown as Record<string, unknown>);
-  }
-}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/documents/side-effects/persist-proforma-pdf-side-effect.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/documents/side-effects/persist-proforma-pdf-side-effect.ts
@ -0,0 +1,18 @@
+import type {
+  IDocument,
+  IDocumentMetadata,
+  IDocumentSideEffect,
+  IDocumentStorage,
+} from "@erp/core/api";
+
+export class PersistProformaPdfSideEffect implements IDocumentSideEffect {
+  public constructor(private readonly storage: IDocumentStorage) {}
+
+  public async execute(document: IDocument, metadata: IDocumentMetadata): Promise<void> {
+    if (!metadata.storageKey) {
+      return;
+    }
+
+    await this.storage.saveDocument(document, metadata as unknown as Record<string, unknown>);
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/express/controllers/index.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/express/controllers/index.ts
@ -4,5 +4,6 @@
 export * from "./get-proforma.controller";
 export * from "./issue-proforma.controller";
 export * from "./list-proformas.controller";
-export * from "./report-proforma.controller";
+export * from "./preview-proforma-report.controller";
+export * from "./report-proforma-pdf.controller";
 export * from "./update-proforma.controller";
--- a/modules/customer-invoices/src/api/infrastructure/proformas/express/controllers/preview-proforma-report.controller.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/express/controllers/preview-proforma-report.controller.ts
@ -0,0 +1,41 @@
+import {
+  ExpressController,
+  forbidQueryFieldGuard,
+  requireAuthenticatedGuard,
+  requireCompanyContextGuard,
+} from "@erp/core/api";
+
+import type { PreviewProformaReportUseCase } from "../../../../application";
+import { proformasApiErrorMapper } from "../proformas-api-error-mapper.ts";
+
+export class PreviewProformaReportController extends ExpressController {
+  public constructor(private readonly useCase: PreviewProformaReportUseCase) {
+    super();
+    this.errorMapper = proformasApiErrorMapper;
+    this.registerGuards(
+      requireAuthenticatedGuard(),
+      requireCompanyContextGuard(),
+      forbidQueryFieldGuard("companyId")
+    );
+  }
+
+  protected async executeImpl() {
+    const companyId = this.getTenantId();
+
+    if (!companyId) {
+      return this.forbiddenError("Tenant ID not found");
+    }
+
+    const { proforma_id } = this.req.params;
+
+    const result = await this.useCase.execute({
+      proforma_id,
+      companyId,
+    });
+
+    return result.match(
+      ({ payload }) => this.downloadHTML(payload),
+      (err) => this.handleError(err)
+    );
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/express/controllers/report-proforma-pdf.controller.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/express/controllers/report-proforma-pdf.controller.ts
@ -0,0 +1,41 @@
+import {
+  ExpressController,
+  forbidQueryFieldGuard,
+  requireAuthenticatedGuard,
+  requireCompanyContextGuard,
+} from "@erp/core/api";
+
+import type { ReportProformaPdfUseCase } from "../../../../application";
+import { proformasApiErrorMapper } from "../proformas-api-error-mapper.ts";
+
+export class ReportProformaPdfController extends ExpressController {
+  public constructor(private readonly useCase: ReportProformaPdfUseCase) {
+    super();
+    this.errorMapper = proformasApiErrorMapper;
+    this.registerGuards(
+      requireAuthenticatedGuard(),
+      requireCompanyContextGuard(),
+      forbidQueryFieldGuard("companyId")
+    );
+  }
+
+  protected async executeImpl() {
+    const companyId = this.getTenantId();
+
+    if (!companyId) {
+      return this.forbiddenError("Tenant ID not found");
+    }
+
+    const { proforma_id } = this.req.params;
+
+    const result = await this.useCase.execute({
+      proforma_id,
+      companyId,
+    });
+
+    return result.match(
+      ({ payload, filename }) => this.downloadPDF(payload, String(filename)),
+      (err) => this.handleError(err)
+    );
+  }
+}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/express/controllers/report-proforma.controller.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/express/controllers/report-proforma.controller.ts
@ -1,55 +0,0 @@
-import {
-  ExpressController,
-  type RendererFormat,
-  forbidQueryFieldGuard,
-  requireAuthenticatedGuard,
-  requireCompanyContextGuard,
-} from "@erp/core/api";
-
-import type { ReportProformaByIdQueryRequestDTO } from "../../../../../common";
-import type { ReportProformaUseCase } from "../../../../application/index.ts";
-import { proformasApiErrorMapper } from "../proformas-api-error-mapper.ts";
-
-export class ReportProformaController extends ExpressController {
-  public constructor(private readonly useCase: ReportProformaUseCase) {
-    super();
-    this.errorMapper = proformasApiErrorMapper;
-
-    // 🔐 Reutiliza guards de auth/tenant y prohíbe 'companyId' en query
-    this.registerGuards(
-      requireAuthenticatedGuard(),
-      requireCompanyContextGuard(),
-      forbidQueryFieldGuard("companyId")
-    );
-  }
-
-  protected async executeImpl() {
-    const companyId = this.getTenantId();
-    if (!companyId) {
-      return this.forbiddenError("Tenant ID not found");
-    }
-
-    const { proforma_id } = this.req.params;
-    const { format } = this.req.query as ReportProformaByIdQueryRequestDTO;
-
-    const result = await this.useCase.execute({
-      proforma_id,
-      companyId,
-      format: format as RendererFormat,
-    });
-
-    return result.match(
-      ({ payload, filename }) => {
-        if (format === "PDF") {
-          return this.downloadPDF(payload as Buffer<ArrayBuffer>, String(filename));
-        }
-        if (format === "HTML") {
-          return this.downloadHTML(payload as unknown as string);
-        }
-        // JSON
-        return this.json(payload);
-      },
-      (err) => this.handleError(err)
-    );
-  }
-}
--- a/modules/customer-invoices/src/api/infrastructure/proformas/express/proformas-api-error-mapper.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/express/proformas-api-error-mapper.ts
@ -5,6 +5,7 @@ import {
  ValidationApiError,
 } from "@erp/core/api";

+import { CompanyReportProfileNotFoundError, isCompanyReportProfileNotFoundError } from "../../../application";
 import {
  type CustomerInvoiceIdAlreadyExistsError,
  type EntityIsNotProformaError,
@ -77,8 +78,19 @@ const proformaCannotBeDeletedRule: ErrorToApiRule = {
    ),
 };

+const companyReportProfileNotFoundRule: ErrorToApiRule = {
+  priority: 130,
+  matches: (e) => isCompanyReportProfileNotFoundError(e),
+  build: (e) =>
+    new ConflictApiError(
+      (e as CompanyReportProfileNotFoundError).message ||
+        "Cannot generate the proforma report because the company document profile is missing."
+    ),
+};
+
 // Cómo aplicarla: crea una nueva instancia del mapper con la regla extra
 export const proformasApiErrorMapper: ApiErrorMapper = ApiErrorMapper.default()
+  .register(companyReportProfileNotFoundRule)
  .register(proformaDuplicateRule)
  .register(proformaItemMismatchError)
  .register(entityIsNotProformaError)
--- a/modules/customer-invoices/src/api/infrastructure/proformas/express/proformas.routes.ts
+++ b/modules/customer-invoices/src/api/infrastructure/proformas/express/proformas.routes.ts
@ -6,8 +6,9 @@ import {
  GetProformaController,
  IssueProformaController,
  ListProformasController,
+  PreviewProformaReportController,
  type ProformasInternalDeps,
-  ReportProformaController,
+  ReportProformaPdfController,
 } from "..";

 import {
@ -17,8 +18,8 @@ import {
  GetProformaByIdRequestSchema,
  IssueProformaByIdParamsRequestSchema,
  ListProformasRequestSchema,
-  ReportProformaByIdParamsRequestSchema,
-  ReportProformaByIdQueryRequestSchema,
+  PreviewProformaReportByIdParamsRequestSchema,
+  ReportProformaPdfByIdParamsRequestSchema,
  UpdateProformaByIdParamsRequestSchema,
  UpdateProformaByIdRequestSchema,
 } from "../../../../common";
@ -70,14 +71,21 @@ export const proformasRouter = (params: StartParams) => {
  );

  router.get(
-    "/:proforma_id/report",
-    //checkTabContext,
-    validateRequest(ReportProformaByIdParamsRequestSchema, "params"),
-    validateRequest(ReportProformaByIdQueryRequestSchema, "query"),
-
+    "/:proforma_id/report/pdf",
+    validateRequest(ReportProformaPdfByIdParamsRequestSchema, "params"),
    (req: Request, res: Response, next: NextFunction) => {
-      const useCase = deps.useCases.reportProforma();
-      const controller = new ReportProformaController(useCase);
+      const useCase = deps.useCases.reportProformaPdf();
+      const controller = new ReportProformaPdfController(useCase);
+      return controller.execute(req, res, next);
+    }
+  );
+
+  router.get(
+    "/:proforma_id/report/preview",
+    validateRequest(PreviewProformaReportByIdParamsRequestSchema, "params"),
+    (req: Request, res: Response, next: NextFunction) => {
+      const useCase = deps.useCases.previewProformaReport();
+      const controller = new PreviewProformaReportController(useCase);
      return controller.execute(req, res, next);
    }
  );
--- a/modules/customer-invoices/src/common/dto/request/proformas/index.ts
+++ b/modules/customer-invoices/src/common/dto/request/proformas/index.ts
@ -4,5 +4,6 @@ export * from "./delete-proforma-by-id.request.dto";
 export * from "./get-proforma-by-id.request.dto";
 export * from "./issue-proforma-by-id.request.dto";
 export * from "./list-proformas.request.dto";
-export * from "./report-proforma-by-id.request.dto";
+export * from "./preview-proforma-report-by-id.request.dto";
+export * from "./report-proforma-pdf-by-id.request.dto";
 export * from "./update-proforma-by-id.request.dto";
--- a/modules/customer-invoices/src/common/dto/request/proformas/preview-proforma-report-by-id.request.dto.ts
+++ b/modules/customer-invoices/src/common/dto/request/proformas/preview-proforma-report-by-id.request.dto.ts
@ -0,0 +1,9 @@
+import { z } from "zod/v4";
+
+export const PreviewProformaReportByIdParamsRequestSchema = z.object({
+  proforma_id: z.string(),
+});
+
+export type PreviewProformaReportByIdParamsRequestDTO = z.infer<
+  typeof PreviewProformaReportByIdParamsRequestSchema
+>;
--- a/modules/customer-invoices/src/common/dto/request/proformas/report-proforma-by-id.request.dto.ts
+++ b/modules/customer-invoices/src/common/dto/request/proformas/report-proforma-by-id.request.dto.ts
@ -1,21 +0,0 @@
-import { z } from "zod/v4";
-
-export const ReportProformaByIdParamsRequestSchema = z.object({
-  proforma_id: z.string(),
-});
-
-export type ReportProformaByIdParamsRequestDTO = z.infer<
-  typeof ReportProformaByIdParamsRequestSchema
->;
-export const ReportProformaByIdQueryRequestSchema = z.object({
-  format: z
-    .string()
-    .default("pdf")
-    .transform((v) => v.trim().toLowerCase())
-    .pipe(z.enum(["pdf", "html", "json"]))
-    .transform((v) => v.toUpperCase() as "PDF" | "HTML" | "JSON"),
-});
-
-export type ReportProformaByIdQueryRequestDTO = z.infer<
-  typeof ReportProformaByIdQueryRequestSchema
->;
--- a/modules/customer-invoices/src/common/dto/request/proformas/report-proforma-pdf-by-id.request.dto.ts
+++ b/modules/customer-invoices/src/common/dto/request/proformas/report-proforma-pdf-by-id.request.dto.ts
@ -0,0 +1,9 @@
+import { z } from "zod/v4";
+
+export const ReportProformaPdfByIdParamsRequestSchema = z.object({
+  proforma_id: z.string(),
+});
+
+export type ReportProformaPdfByIdParamsRequestDTO = z.infer<
+  typeof ReportProformaPdfByIdParamsRequestSchema
+>;
--- a/modules/customer-invoices/src/common/dto/response/proformas/index.ts
+++ b/modules/customer-invoices/src/common/dto/response/proformas/index.ts
@ -2,5 +2,4 @@ export * from "./create-proforma.response.dto";
 export * from "./get-proforma-by-id.response.dto";
 export * from "./issue-proforma-by-id.response.dto";
 export * from "./list-proformas.response.dto";
-export * from "./report-proforma-by-id.response.dto";
 export * from "./update-proformas-by-id.response.dto";
--- a/modules/customer-invoices/src/common/dto/response/proformas/report-proforma-by-id.response.dto.ts
+++ b/modules/customer-invoices/src/common/dto/response/proformas/report-proforma-by-id.response.dto.ts
@ -1 +0,0 @@
-export type ReportProformaByIdResponseDTO = Blob;
--- a/modules/customer-invoices/src/web/proformas/list/ui/blocks/proformas-grid/use-proforma-grid-columns.tsx
+++ b/modules/customer-invoices/src/web/proformas/list/ui/blocks/proformas-grid/use-proforma-grid-columns.tsx
@ -2,7 +2,9 @@ import { DataTableColumnHeader } from "@repo/rdx-ui/components";
 import { DateHelper } from "@repo/rdx-utils";
 import {
  Button,
+  ButtonGroup,
  Checkbox,
+  Spinner,
  Tooltip,
  TooltipContent,
  TooltipProvider,
@ -11,6 +13,7 @@ import {
 import type { ColumnDef } from "@tanstack/react-table";
 import {
  ExternalLinkIcon,
+  FileDownIcon,
  FileTextIcon,
  PencilIcon,
  RefreshCwIcon,
@ -39,6 +42,10 @@ type GridActionHandlers = {
  canIssue?: (proforma: ProformaListRow) => boolean;
  canEdit?: (proforma: ProformaListRow) => boolean;
  canDelete?: (proforma: ProformaListRow) => boolean;
+
+  onDownloadPdf?: (proforma: ProformaListRow) => void;
+  pdfDownloadingId?: string | null;
+  isPdfDownloading?: boolean;
 };

 export function useProformasGridColumns(
@ -269,8 +276,12 @@ export function useProformasGridColumns(
          const availableTransitions =
            PROFORMA_STATUS_TRANSITIONS[proforma.status as ProformaStatus] ?? [];

+          const isPDFLoading =
+            actionHandlers.isPdfDownloading && actionHandlers.pdfDownloadingId === proforma.id;
+          const stop = (e: React.MouseEvent | React.KeyboardEvent) => e.stopPropagation();
+
          return (
-            <div className="flex items-center gap-1 justify-end">
+            <ButtonGroup>
              {!isIssued && actionHandlers.onEditClick && (
                <TooltipProvider>
                  <Tooltip>
@ -352,6 +363,34 @@ export function useProformasGridColumns(
                </TooltipProvider>
              )}

+              {/* Descargar en PDF */}
+              <TooltipProvider>
+                <Tooltip>
+                  <TooltipTrigger
+                    render={
+                      <Button
+                        className={"size-8"}
+                        disabled={isPDFLoading}
+                        onClick={(e) => {
+                          stop(e);
+                          actionHandlers.onDownloadPdf?.(proforma);
+                        }}
+                        size="icon"
+                        variant="ghost"
+                      >
+                        {isPDFLoading ? (
+                          <Spinner className="size-4 cursor-progress" />
+                        ) : (
+                          <FileDownIcon className="size-4 cursor-pointer" />
+                        )}
+                        <span className="sr-only">Descargar PDF</span>
+                      </Button>
+                    }
+                  />
+                  <TooltipContent>Descargar PDF</TooltipContent>
+                </Tooltip>
+              </TooltipProvider>
+
              {/* Eliminar */}
              {!isIssued && actionHandlers.onDeleteClick && (
                <TooltipProvider>
@ -377,7 +416,7 @@ export function useProformasGridColumns(
                  </Tooltip>
                </TooltipProvider>
              )}
-            </div>
+            </ButtonGroup>
          );
        },
      },
--- a/modules/customer-invoices/src/web/proformas/list/ui/pages/list-proformas-page.tsx
+++ b/modules/customer-invoices/src/web/proformas/list/ui/pages/list-proformas-page.tsx
@ -64,6 +64,8 @@ export const ListProformasPage = () => {
      deleteDialogCtrl.openDialog(prepareDeleteProformaTargets(proformaRow)),
    onChangeStatusClick: (proforma) =>
      changeStatusDialogCtrl.openDialog(prepareChangeProformaStatusTargets(proforma)),
+
+    onDownloadPdf: (proforma) => null,
  });

  const isPanelOpen = panelCtrl.panelState.isOpen;
--- a/modules/customer-invoices/src/web/proformas/shared/api/report-proforma-by-id.api.ts
+++ b/modules/customer-invoices/src/web/proformas/shared/api/report-proforma-by-id.api.ts
@ -1,35 +1,22 @@
 import type { IDataSource } from "@erp/core/client";

-import type {
-  ReportProformaByIdQueryRequestDTO,
-  ReportProformaByIdResponseDTO,
-} from "../../../../common";
-
-export type ProformaReportFormat = "PDF" | "HTML" | "JSON";
-
 export interface ReportProformaByIdParams {
  id: string;
-  data: ReportProformaByIdQueryRequestDTO;
 }

-export type ReportProformaByIdResult = ReportProformaByIdResponseDTO;
+export type ReportProformaByIdResult = Blob;

 export const reportProformaById = (
  dataSource: IDataSource,
  params: ReportProformaByIdParams
 ): Promise<ReportProformaByIdResult> => {
-  const {
-    id,
-    data: { format = "PDF" },
-  } = params;
+  const { id } = params;

  if (!id) throw new Error("proformaId is required");

-  return dataSource.custom<ReportProformaByIdQueryRequestDTO, ReportProformaByIdResponseDTO>({
-    path: `proformas/${id}/report`,
+  return dataSource.custom<undefined, Blob>({
+    path: `proformas/${id}/report/pdf`,
    method: "get",
-    data: {
-      format,
-    },
+    data: undefined,
  });
 };
				`@ -0,0 +1 @@`
				`export * from "./company-report-profile-not-found.error";`
				`@ -1 +0,0 @@`
				`export type ReportProformaByIdResponseDTO = Blob;`