feat(document-series): implement document series management API

- Add UpdateDocumentSeriesController for updating document series.
- Create documentSeriesApiErrorMapper for error handling.
- Define document series routes including CRUD operations.
- Implement Sequelize-based persistence layer for document series.
- Add DTOs for request and response schemas for document series operations.
- Establish common structures for document series data handling.
- Configure TypeScript settings for the document series module.

apps/server/package.json

@@ -40,6 +40,7 @@
     "@erp/catalogs": "workspace:*",
     "@erp/customer-invoices": "workspace:*",
     "@erp/customers": "workspace:*",
+    "@erp/document-series": "workspace:*",
     "@erp/identity": "workspace:*",
     "@erp/factuges": "workspace:*",
     "@repo/rdx-logger": "workspace:*",

apps/server/src/register-modules.ts

@@ -2,6 +2,7 @@ import catalogsAPIModule from "@erp/catalogs/api";
 import companiesAPIModule from "@erp/companies/api";
 import customerInvoicesAPIModule from "@erp/customer-invoices/api";
 import customersAPIModule from "@erp/customers/api";
+import documentSeriesAPIModule from "@erp/document-series/api";
 import factuGESAPIModule from "@erp/factuges/api";
 import identityAPIModule from "@erp/identity/api";
 
@@ -19,6 +20,7 @@ export const registerModules = () => {
   registerModule(companiesAPIModule);
   registerModule(catalogsAPIModule);
   registerModule(customersAPIModule);
+  registerModule(documentSeriesAPIModule);
   registerModule(customerInvoicesAPIModule);
   registerModule(factuGESAPIModule);
   //registerModule(suppliersAPIModule);

docs/README.md

@@ -20,8 +20,9 @@ docs/
 - [Estado de migración a identity](./architecture/identity-migration-status.md)
 - [Flujo frontend de auth y selección de empresa](./frontend/auth-and-company-selection.md)
 - [Seed local de admin](./dev/seed-local-admin.sql)
-- [SQL manual de `customer_invoice_series`](./dev/customer-invoice-series.sql)
-- [Decisión backend de `InvoiceSeries`](./customer-invoices/invoice-series.md)
+- [SQL histórico de `customer_invoice_series`](./dev/customer-invoice-series.sql)
+- [Migración desde `customer_invoice_series` a `document_series`](./document-series/migration-from-customer-invoice-series.md)
+- [Contrato de series de proformas](./customer-invoices/proforma-series-contract.md)
 - [README de `modules/auth`](../modules/auth/README.md)
 - [README de `modules/identity`](../modules/identity/README.md)
 - [README de `modules/companies`](../modules/companies/README.md)

docs/customer-invoices/invoice-series.md

@@ -1,20 +1,23 @@
-# InvoiceSeries
+# InvoiceSeries (Histórico / Obsoleto)
+
+> Documento mantenido solo como referencia histórica previa a la retirada de `/catalogs/invoice-series`.
+> Estado actual: la API canónica es `/document-series` y la tabla canónica es `document_series`.
 
 ## Decisión consolidada
 
-El recurso backend para las series de facturación de cliente se llama:
+Antes de la migración, el recurso backend para las series de facturación de cliente se llamaba:
 
 ```txt
 InvoiceSeries
 ```
 
-Su tabla Sequelize asociada es:
+Su tabla Sequelize asociada era:
 
 ```txt
 customer_invoice_series
 ```
 
-No se usa ya un recurso backend genérico `series`, ni `document-series`, ni `issued-invoice-series`.
+Este contenido ya no describe el runtime activo del ERP.
 
 ## Alcance funcional
 

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

@@ -0,0 +1,81 @@
+# Proforma Series Contract
+
+## Objetivo
+
+Normalizar el contrato publico de proformas para separar definitivamente la serie propia de la proforma de la serie futura de la factura emitida.
+
+## Semantica correcta
+
+En proformas:
+
+- `document_series_id` identifica la serie documental propia de la proforma
+- `proforma_number` guarda el numero propio de la proforma
+- `proforma_reference` guarda la referencia visible de la proforma, por ejemplo `PF-0139`
+- `proforma_series_code` es el codigo funcional que se usa solo en create para elegir una serie de `document_type = proforma`
+- `target_invoice_series_code` identifica la serie futura que se usara al emitir una `issued_invoice`, por ejemplo `F26`
+
+`target_invoice_series_code` nunca debe apuntar implicitamente a la serie documental de proforma. Un valor como `PF` solo seria valido si existiera tambien una serie activa `PF` de `document_type = issued_invoice`, lo cual no debe asumirse.
+
+## Reglas funcionales
+
+### Crear proforma
+
+- se pide fecha
+- se pide cliente
+- `proforma_series_code` es opcional; si falta, se usa la serie default activa de `document_type = proforma`
+- `target_invoice_series_code` es opcional; si falta, se persiste `NULL`
+- la UI obtiene ambas listas desde `GET /document-series`, filtrando por `document_type`
+
+### Editar draft
+
+- se permiten cambios comerciales
+- se permite cambiar `target_invoice_series_code`
+- no se permite cambiar `proforma_series_code`, `document_series_id`, `proforma_number` ni `proforma_reference`
+
+### Editar approved
+
+- la edicion queda restringida
+- solo se permite ajustar `target_invoice_series_code` antes de emitir
+
+### Editar issued
+
+- no se permite edicion funcional
+
+## Contrato actual
+
+### Requests
+
+- create acepta `proforma_series_code`
+- create acepta `target_invoice_series_code`
+- update acepta `target_invoice_series_code`
+- el flujo nuevo ya no necesita `series`
+
+### Responses
+
+- el backend emite `target_invoice_series_code` como nombre preferente
+- `series` puede mantenerse solo como alias legacy de salida mientras existan consumidores antiguos
+
+## Regla de emision
+
+- si `target_invoice_series_code` tiene valor, la emision usa ese `seriesCode` para `document_type = issued_invoice`
+- si `target_invoice_series_code` es `NULL`, `document-series` resuelve la serie default activa de `issued_invoice`
+- la UI nunca debe consumir numeracion directa desde `POST /document-series/assign-next`
+
+## Validacion defensiva
+
+Si el request informa `target_invoice_series_code`:
+
+- debe corresponder a una serie activa de `document_type = issued_invoice`
+- no se permite volver a persistir series de `document_type = proforma` como target de factura
+
+Si el request informa `proforma_series_code`:
+
+- debe corresponder a una serie activa de `document_type = proforma`
+- solo se usa para numerar la proforma en create
+- despues queda congelado en `document_series_id`, `proforma_number` y `proforma_reference`
+
+## Retirada futura de `series`
+
+- `series` era ambiguo porque mezclaba dos conceptos distintos
+- el contrato correcto usa `proforma_series_code` y `target_invoice_series_code`
+- `series` debe retirarse por completo cuando ya no queden consumidores legacy de responses

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

@@ -1,7 +1,7 @@
 # Split Proformas / Issued Invoices
 
-Estado: diseno tecnico / fases 1A-1D  
-Estado del backend: persistencia V2 activada; SQL de desarrollo preparado; sin ejecucion confirmada de migracion DB
+Estado: diseno tecnico / fases 1A-1D + 2A-2B  
+Estado del backend: persistencia V2 activada; integracion con `document-series` activa para numeracion nueva; sin ejecucion confirmada de migracion DB
 
 ## Objetivo
 
@@ -19,6 +19,11 @@ Preparar el esquema fisico para separar:
 
 - `proforma_reference` es el identificador visible canonico de proforma.
 - `target_invoice_series_code` sustituye la semantica legacy de `series` en proformas.
+- `document_series_id` identifica la serie documental usada para numerar la proforma.
+- `proforma_number` guarda el numero propio asignado a la proforma.
+- `target_invoice_series_code` es opcional y solo puede apuntar a una serie de `issued_invoice`.
+- una serie `PF` o cualquier otra serie de `document_type = proforma` nunca debe persistirse en `target_invoice_series_code`.
+- si `target_invoice_series_code` queda `NULL`, la emision de la factura usara la serie default activa de `issued_invoice`.
 - `issued_invoices` usa `invoice_series_code`, `invoice_number`, `invoice_date` y `source_proforma_id`.
 - `proformas` no guarda `issued_invoice_id`; la relacion se resuelve con `issued_invoices.source_proforma_id`.
 - Los impuestos del esquema actual son por documento, no por linea: `proforma_taxes` y `issued_invoice_taxes`.
@@ -78,7 +83,7 @@ Preparar el esquema fisico para separar:
 - contratos de Application (`IProformaRepository`, `IIssuedInvoiceRepository`)
 - use cases, servicios de dominio y assemblers
 - `TransactionManager`
-- `InvoiceSeriesNumberAssigner` para `IssuedInvoice`
+- adaptadores legacy de `InvoiceSeriesNumberAssigner` para `IssuedInvoice`
 - resolvers de catalogos
 - servicios de documentos PDF/preview
 
@@ -87,14 +92,66 @@ Preparar el esquema fisico para separar:
 - `CustomerInvoiceModel` como storage real de Proforma e IssuedInvoice
 - numerador de proformas sobre `customer_invoices.invoice_number` con `is_proforma = true`
 - repositorios Sequelize legacy de `customer_invoices`
+- `CustomerInvoiceSeriesModel` y `SequelizeInvoiceSeriesRepository` como wiring transicional no prioritario
 
 ### Exclusivas de V2
 
 - tablas `proformas`, `proforma_items`, `proforma_taxes`
 - tablas `issued_invoices`, `issued_invoice_items`, `issued_invoice_taxes`
-- numerador V2 de proformas sobre `proformas.proforma_reference`
+- numerador V2 de proformas sobre `document-series`, con snapshot en `proformas.document_series_id`, `proforma_number` y `proforma_reference`
 - mappers y repositorios Sequelize V2
 
+## Regla operativa actual de series en proformas
+
+- al crear una proforma, `document-series` se invoca con `document_type = proforma` para resolver la numeracion visible de la proforma
+- ese resultado solo alimenta `document_series_id`, `proforma_number` y `proforma_reference`
+- `target_invoice_series_code` no se rellena automaticamente con la serie documental de proforma
+- si el usuario no selecciona serie futura de factura, `target_invoice_series_code` se persiste en `NULL`
+- si el usuario informa `target_invoice_series_code`, el backend lo conserva solo si corresponde a una serie activa de `issued_invoice`
+- al emitir una proforma, la factura definitiva se numera con `document_type = issued_invoice`
+- si la proforma trae `target_invoice_series_code`, se usa como `seriesCode`
+- si `target_invoice_series_code` es `NULL`, `document-series` resuelve la serie default activa de `issued_invoice`
+- `proforma_series_code` es un input de create para `document_type = proforma` y no vuelve a ser editable despues
+
+## Estado Fase 2B
+
+- `customer-invoices` ya no usa `customer_invoice_series` como fuente primaria para listar series activas ni para asignar numeracion nueva en `issued_invoice` y `proforma`
+- `/catalogs/invoice-series` fue transicional y queda eliminado antes de produccion
+- `document-series` queda como API canonica para listar series activas y asignar numeracion
+- la DDL de `proformas` y la migracion/validacion SQL quedan documentadas, no ejecutadas
+- la propagacion de `branchId` sigue pendiente porque el contexto de sucursal no llega todavia a los casos de uso activos
+
+## Estado Fase 2C
+
+- se detecto un entorno de desarrollo en `apps/server/.env.development`
+- produccion quedo descartada para ejecucion en esta fase
+- no se ejecuto SQL real desde esta terminal por bloqueo operativo del cliente de BD local
+- la DDL de proformas se endurecio para compatibilidad MariaDB/MySQL mediante `information_schema` y SQL dinamico
+- la validacion funcional y la prueba de concurrencia quedaron documentadas para ejecucion manual sobre la BD de desarrollo segura
+
+## Estado Fase 2D
+
+- el contrato publico de proformas ya soporta `target_invoice_series_code` en create y update
+- `series` se mantiene como alias legacy temporal en requests
+- si `series` y `target_invoice_series_code` llegan a la vez con distinto valor, el request falla por validacion
+- las responses de proforma prefieren `target_invoice_series_code`
+- `series` se mantiene temporalmente en responses como alias legacy con el mismo valor
+- el cliente interno del modulo ya emite `target_invoice_series_code` en requests nuevos
+
+## Estado Fase 2E
+
+- create separa `proforma_series_code` de `target_invoice_series_code`
+- `proforma_series_code` solo se usa para numerar la proforma
+- update ya no usa `series` en el flujo nuevo ni permite cambiar la serie propia de proforma
+- `target_invoice_series_code` sigue siendo el unico concepto de serie futura de factura emitida
+- la UI nueva de proformas ya envia `proforma_series_code` y `target_invoice_series_code`
+
+## Rollback recomendado
+
+- no aplicar nada en produccion en esta fase
+- si en desarrollo se ejecuta la DDL/migracion y hay que revertir, hacerlo con backup previo o clon de desarrollo, nunca con borrado destructivo improvisado
+- conservar `customer_invoice_series` solo como legado historico hasta ejecutar la limpieza operativa documentada
+
 ## Tablas nuevas previstas
 
 ### proformas
@@ -795,3 +852,20 @@ SELECT SUM(total_amount_value) FROM issued_invoices;
 - levantar el backend contra esa BD y validar `create`, `update`, `get`, `list` e `issue proforma`
 - validar numeracion de proformas V2 y asignacion de serie/numero de factura emitida
 - revisar la ruta `VerifactuRecord -> issued_invoice_id` ya con persistencia V2 activa
+
+## Nota document-series
+
+`customer-invoices` debe migrar progresivamente desde `CustomerInvoiceSeriesModel` hacia `document-series`. Desde la Fase 2A:
+
+- `issued_invoice` ya asigna numeración nueva mediante `document-series`
+- `proforma` ya asigna referencia nueva mediante `document-series`
+- la UI debe consumir `GET /document-series` filtrando por `document_type`
+- `CustomerInvoiceSeriesModel` deja de existir como modelo runtime activo
+
+## Fase 2B no incluida
+
+- no ejecucion de SQL en una BD real
+- no borrado de tablas/modelos/repositorios legacy
+- no propagacion completa de `branchId`
+- no cambios de frontend salvo compatibilidad ya existente
+- no nueva infraestructura de tests automatizados para estos modulos

docs/customer-invoices/sql/add-proforma-document-series-columns.sql

@@ -0,0 +1,103 @@
+-- DDL conservador e idempotente para preparar proformas con document-series.
+-- Compatible con MariaDB/MySQL sin depender de ALTER ... IF NOT EXISTS.
+-- Ejecutar solo en una BD de desarrollo segura.
+-- No ejecutar automaticamente en produccion.
+
+SET @target_schema = DATABASE();
+
+SET
+    @ddl = (
+        SELECT IF(
+                EXISTS (
+                    SELECT 1
+                    FROM information_schema.columns
+                    WHERE
+                        table_schema = @target_schema
+                        AND table_name = 'proformas'
+                        AND column_name = 'document_series_id'
+                ), 'SELECT ''document_series_id already exists''', 'ALTER TABLE proformas ADD COLUMN document_series_id CHAR(36) NULL AFTER company_id'
+            )
+    );
+
+PREPARE stmt FROM @ddl;
+
+EXECUTE stmt;
+
+DEALLOCATE PREPARE stmt;
+
+SET
+    @ddl = (
+        SELECT IF(
+                EXISTS (
+                    SELECT 1
+                    FROM information_schema.columns
+                    WHERE
+                        table_schema = @target_schema
+                        AND table_name = 'proformas'
+                        AND column_name = 'proforma_number'
+                ), 'SELECT ''proforma_number already exists''', 'ALTER TABLE proformas ADD COLUMN proforma_number VARCHAR(64) NULL AFTER proforma_reference'
+            )
+    );
+
+PREPARE stmt FROM @ddl;
+
+EXECUTE stmt;
+
+DEALLOCATE PREPARE stmt;
+
+SET
+    @ddl = (
+        SELECT IF(
+                EXISTS (
+                    SELECT 1
+                    FROM information_schema.statistics
+                    WHERE
+                        table_schema = @target_schema
+                        AND table_name = 'proformas'
+                        AND index_name = 'idx_proformas_company_document_series'
+                ), 'SELECT ''idx_proformas_company_document_series already exists''', 'ALTER TABLE proformas ADD INDEX idx_proformas_company_document_series (company_id, document_series_id)'
+            )
+    );
+
+PREPARE stmt FROM @ddl;
+
+EXECUTE stmt;
+
+DEALLOCATE PREPARE stmt;
+
+SET
+    @ddl = (
+        SELECT IF(
+                EXISTS (
+                    SELECT 1
+                    FROM information_schema.statistics
+                    WHERE
+                        table_schema = @target_schema
+                        AND table_name = 'proformas'
+                        AND index_name = 'idx_proformas_company_proforma_reference'
+                ), 'SELECT ''idx_proformas_company_proforma_reference already exists''', 'ALTER TABLE proformas ADD INDEX idx_proformas_company_proforma_reference (company_id, proforma_reference)'
+            )
+    );
+
+PREPARE stmt FROM @ddl;
+
+EXECUTE stmt;
+
+DEALLOCATE PREPARE stmt;
+
+-- Validacion minima posterior a la DDL.
+-- SELECT column_name
+-- FROM information_schema.columns
+-- WHERE table_schema = DATABASE()
+--   AND table_name = 'proformas'
+--   AND column_name IN ('document_series_id', 'proforma_number');
+--
+-- SELECT index_name, GROUP_CONCAT(column_name ORDER BY seq_in_index) AS indexed_columns
+-- FROM information_schema.statistics
+-- WHERE table_schema = DATABASE()
+--   AND table_name = 'proformas'
+--   AND index_name IN (
+--     'idx_proformas_company_document_series',
+--     'idx_proformas_company_proforma_reference'
+--   )
+-- GROUP BY index_name;

docs/customer-invoices/sql/fix-proforma-series-semantics.sql

@@ -0,0 +1,15 @@
+UPDATE proformas AS p
+JOIN document_series AS ds
+  ON ds.company_id = p.company_id
+ AND ds.code = p.target_invoice_series_code
+SET
+  p.target_invoice_series_code = NULL,
+  p.updated_at = NOW()
+WHERE ds.document_type = 'proforma';
+
+SELECT p.id, p.proforma_reference, p.target_invoice_series_code
+FROM proformas AS p
+JOIN document_series AS ds
+  ON ds.company_id = p.company_id
+ AND ds.code = p.target_invoice_series_code
+WHERE ds.document_type = 'proforma';

docs/customer-invoices/sql/fix-proforma-target-invoice-series-code.sql

@@ -0,0 +1,15 @@
+UPDATE proformas AS p
+JOIN document_series AS ds
+  ON ds.code = p.target_invoice_series_code
+ AND ds.document_type = 'proforma'
+SET
+  p.target_invoice_series_code = NULL,
+  p.updated_at = NOW()
+WHERE p.target_invoice_series_code IS NOT NULL;
+
+SELECT p.id, p.proforma_reference, p.target_invoice_series_code
+FROM proformas AS p
+JOIN document_series AS ds
+  ON ds.company_id = p.company_id
+ AND ds.code = p.target_invoice_series_code
+WHERE ds.document_type = 'proforma';

docs/document-series/README.md

@@ -0,0 +1,74 @@
+# document-series
+
+Centraliza la gestion de series documentales y su numeracion transaccional para documentos ERP. A fecha de cierre V1, es la API canonica y la tabla canonica para series de `customer-invoices` en `issued_invoice` y `proforma`.
+
+## Estructura
+
+- `modules/document-series/src/api/domain`: agregado `DocumentSeries` y VOs
+- `modules/document-series/src/api/application`: use cases, servicios y repositorio
+- `modules/document-series/src/api/infrastructure`: Sequelize, Express, DI y servicios públicos
+- `modules/document-series/src/common/dto`: contratos HTTP y de transporte con Zod
+
+## Servicios disponibles
+
+- `GET /document-series`
+- `GET /document-series/:id`
+- `POST /document-series`
+- `PUT /document-series/:id`
+- `PATCH /document-series/:id/disable`
+- `POST /document-series/assign-next`
+
+## Consumo desde otros módulos
+
+`document-series:general` expone:
+
+- `assignNextNumber(params)`
+- `listActiveSeries(params)`
+
+## Estado de integración
+
+- `issued-invoices` ya asigna numeracion nueva mediante `document-series`
+- `proformas` ya asigna referencia nueva mediante `document-series`
+- las proformas V2 persisten snapshot explicito de serie con `document_series_id`, `proforma_number` y `proforma_reference`
+- en create de proformas, `proforma_series_code` permite seleccionar la serie de `document_type = proforma`
+- en emision de proformas, `target_invoice_series_code` apunta solo a `document_type = issued_invoice`
+- el endpoint transicional `/catalogs/invoice-series` queda eliminado antes de produccion
+- la UI debe consultar `GET /document-series` filtrando por `document_type`
+- la UI no debe consumir `POST /document-series/assign-next` para previsualizar numeros
+- `customer_invoice_series` queda como legado historico a retirar mediante limpieza operativa controlada, no como runtime activo
+
+## SQL de soporte V1
+
+- `docs/document-series/sql/migrate-customer-invoice-series-to-document-series.sql`
+- `docs/document-series/sql/validate-document-series-migration.sql`
+- `docs/document-series/sql/drop-customer-invoice-series-legacy.sql`
+- `docs/customer-invoices/sql/add-proforma-document-series-columns.sql`
+
+Estos scripts son conservadores e idempotentes. No se han ejecutado automaticamente en este workspace ni sustituyen una migracion productiva formal.
+
+## Estado Fase 2C
+
+- el entorno detectado para desarrollo es `apps/server/.env.development`
+- el acceso apunta a `localhost` con `NODE_ENV=development`
+- en esta terminal no se pudo ejecutar SQL real porque:
+  - no existe cliente `mysql` disponible
+  - la dependencia `mysql2` del workspace no resuelve una dependencia transitiva (`sql-escaper`), por lo que tampoco fue posible abrir conexion desde Node
+- por tanto, la Fase 2C queda preparada y documentada, pero no ejecutada desde este workspace
+
+## Pendientes conocidos
+
+- propagacion real de `branchId` desde el contexto de negocio hasta `assignNextNumber(...)`
+- validacion funcional contra una BD de desarrollo migrada
+
+Ejemplo conceptual:
+
+```ts
+const documentSeries = getService<DocumentSeriesPublicServicesType>("document-series:general");
+
+const result = await documentSeries.assignNextNumber({
+  companyId,
+  documentType: "issued_invoice",
+  seriesCode: "F",
+  transaction,
+});
+```

docs/document-series/document-series-design.md

@@ -0,0 +1,91 @@
+# Document Series Design
+
+## Objetivo del módulo
+
+`document-series` es un módulo propio porque la serie documental no es un catálogo estático: mantiene reglas de vigencia, flags de activación, defaults y estado transaccional de numeración.
+
+## Por qué no vive en catalogs
+
+Los catálogos del ERP resuelven valores de referencia. Aquí hay concurrencia, bloqueo de fila y mutación transaccional de `next_number`, así que el comportamiento es operativo y no meramente descriptivo.
+
+## Por qué numeración y serie viven juntas
+
+La numeración depende del estado de la serie:
+
+- si está activa
+- si está vigente
+- si es la serie por defecto
+- cuál es su prefijo, sufijo y padding
+
+Separarlo introduciría doble escritura o lecturas no atómicas.
+
+## Modelo conceptual
+
+- `DocumentType`: tipo documental cerrado en V1
+- `DocumentSeries`: agregado con configuración y contador
+- `AssignedDocumentNumber`: resultado de asignación atómica
+
+## Campos principales
+
+- `companyId`, `branchId`
+- `documentType`
+- `code`, `name`, `description`
+- `prefix`, `suffix`
+- `nextNumber`, `padding`
+- `validFrom`, `validTo`
+- `isDefault`, `isActive`
+
+## Reglas V1
+
+- tipos soportados: `proforma`, `issued_invoice`
+- no asigna si la serie está inactiva
+- no asigna si la serie está fuera de vigencia
+- default por empresa + tipo, con prioridad de `branch_id` cuando aplica
+- formato de referencia: `prefix + padded(next_number) + suffix`
+
+## Concurrencia
+
+La asignación usa transacción obligatoria y bloqueo de fila con `LOCK.UPDATE` sobre `document_series`. El incremento de `next_number` se persiste dentro de la misma transacción y con comprobación optimista del valor previo para evitar dobles consumos.
+
+## Integracion con customer-invoices
+
+En V1:
+
+- `issued-invoices` delega la asignacion de numero en `document-series`
+- `proformas` delega la asignacion de referencia en `document-series`
+- `proformas` persiste `document_series_id` y `proforma_number` como snapshot tecnico adicional a `proforma_reference`
+- `proformas.document_series_id` identifica la serie documental usada para numerar la proforma
+- `proformas.proforma_number` guarda el numero propio de la proforma
+- `proformas.proforma_reference` guarda la referencia visible de la proforma
+- `proforma_series_code` es el input funcional de create para elegir la serie de `document_type = proforma`
+- `proformas.target_invoice_series_code` es opcional y, cuando existe, apunta a una serie de `issued_invoice`, nunca a una serie de `proforma`
+- si `proformas.target_invoice_series_code` es `NULL`, la emision resuelve la serie default activa de `issued_invoice`
+- en Fase 2E, `series` deja de ser el contrato nuevo para create/update de proformas
+- la UI consulta `GET /document-series` con filtro por `document_type` e idealmente `is_active = true`
+- `/catalogs/invoice-series` deja de existir como endpoint runtime
+- `customer_invoice_series` no participa ya en flujos activos de lectura o numeracion
+
+## Migracion conservadora
+
+- la migracion historica de `issued_invoice` parte de `customer_invoice_series`
+- la creacion de series default de `proforma` usa `companies` como fuente
+- las validaciones SQL se mantienen separadas del script de migracion
+- no hay ejecucion automatica ni cutover productivo en esta fase
+- la DDL de `proformas` usa `information_schema` + SQL dinamico para mantener compatibilidad MariaDB/MySQL sin depender de `IF NOT EXISTS` en `ALTER TABLE`
+
+## Branch scope pendiente
+
+El modelo ya contempla `branchId`, y la resolucion default da prioridad a `branch_id` cuando existe. Aun asi, `customer-invoices` no propaga un contexto real de sucursal hasta `assignNextNumber(...)`, asi que en esta fase toda la integracion sigue operando con alcance de empresa.
+
+## Límites V1
+
+- sin `format_pattern`
+- sin reseteos anuales automáticos
+- sin reservas de numeración
+- sin huecos justificados
+- sin migración productiva automática de legacy
+
+## Extensiones futuras
+
+- nuevos `DocumentType`
+- seeds/migraciones controladas de series heredadas

docs/document-series/manual-concurrency-validation.md

@@ -0,0 +1,87 @@
+# Manual concurrency validation
+
+Validacion manual de concurrencia para `document-series` sin introducir framework nuevo.
+
+## Objetivo
+
+Comprobar que varias asignaciones simultaneas sobre la misma serie:
+
+- no generan duplicados
+- consumen numeros consecutivos
+- avanzan `next_number` exactamente `N` posiciones
+
+## Precondiciones
+
+- BD de desarrollo segura
+- serie de `proforma` activa y conocida
+- backend arrancado contra esa BD
+- capacidad de lanzar varias peticiones HTTP casi simultaneas
+
+## Caso base recomendado
+
+Serie inicial:
+
+- `document_type = 'proforma'`
+- `code = 'PF'`
+- `next_number = 100`
+
+Numero de asignaciones concurrentes:
+
+- `N = 10`
+
+Esperado:
+
+- referencias unicas `PF-000100` a `PF-000109`
+- `document_series.next_number = 110`
+- cero duplicados
+
+## Preparacion SQL
+
+```sql
+SELECT id, company_id, document_type, code, prefix, suffix, next_number, padding
+FROM document_series
+WHERE document_type = 'proforma'
+  AND code = 'PF';
+```
+
+Si hace falta preparar la serie manualmente en desarrollo, hacerlo de forma conservadora y reversible.
+
+## Ejecucion HTTP manual
+
+1. Preparar 10 peticiones de creacion de proforma para la misma empresa y misma serie destino.
+2. Lanzarlas en paralelo desde el cliente HTTP disponible.
+3. Registrar `proforma_reference`, `proforma_number` y `document_series_id` devueltos.
+
+## Verificaciones SQL
+
+```sql
+SELECT proforma_reference, proforma_number, document_series_id
+FROM proformas
+WHERE document_series_id = '<document_series_id>'
+ORDER BY created_at DESC
+LIMIT 20;
+```
+
+```sql
+SELECT proforma_reference, COUNT(*) AS duplicates
+FROM proformas
+WHERE document_series_id = '<document_series_id>'
+GROUP BY proforma_reference
+HAVING COUNT(*) > 1;
+```
+
+```sql
+SELECT id, next_number
+FROM document_series
+WHERE id = '<document_series_id>';
+```
+
+## Criterio de aceptacion
+
+- no hay filas en la query de duplicados
+- aparecen `N` nuevas referencias distintas
+- `next_number_final = next_number_inicial + N`
+
+## Bloqueo actual en este workspace
+
+En este workspace no se pudo ejecutar la prueba porque la terminal no pudo abrir conexion operativa a la BD de desarrollo. La configuracion detectada es de desarrollo, pero falta cliente `mysql` y el conector `mysql2` local no resuelve todas sus dependencias transitivas.

docs/document-series/manual-validation.md

@@ -0,0 +1,57 @@
+# Manual validation
+
+Guia minima de validacion manual para el cierre V1 de `document-series`. No requiere nueva infraestructura de tests automatizados.
+
+## Objetivo
+
+Confirmar que `document-series` es la fuente operativa unica para series y numeracion nueva de `customer-invoices` y que las restricciones funcionales V1 siguen activas.
+
+## Precondiciones
+
+- BD de desarrollo con tablas `document_series`, `proformas` e `issued_invoices`
+- DDL de `docs/customer-invoices/sql/add-proforma-document-series-columns.sql` aplicada si `proformas` aun no tiene las columnas nuevas
+- seed o migracion conservadora de `docs/document-series/sql/migrate-customer-invoice-series-to-document-series.sql` aplicada de forma manual si procede
+- backend arrancado con `apps/server/.env.development` o equivalente seguro de desarrollo
+
+## Casos recomendados
+
+1. Asignacion de `issued_invoice` desde `document-series`
+   - crear o dejar activa una serie `issued_invoice`
+   - emitir una factura desde el flujo normal
+   - comprobar que la referencia/numero resultante coincide con `prefix + padded(next_number) + suffix`
+   - comprobar que `document_series.next_number` se incrementa exactamente en 1
+
+2. Asignacion de `proforma` desde `document-series`
+   - crear o dejar activa una serie `proforma`
+   - crear una proforma desde el flujo normal
+   - comprobar que `proformas.document_series_id`, `proformas.proforma_number` y `proformas.proforma_reference` quedan informados
+   - comprobar que `proforma_reference` usa el formato de la serie asignada
+
+3. Serie inactiva
+   - desactivar una serie
+   - intentar asignar numeracion con esa serie
+   - comprobar que el caso falla y no incrementa `next_number`
+
+4. Vigencia invalida
+   - configurar una serie con ventana fuera de fecha
+   - intentar asignar numeracion
+   - comprobar que el caso falla y no incrementa `next_number`
+
+5. API canonica de series documentales
+   - llamar a `/document-series` filtrando `document_type = proforma`
+   - llamar a `/document-series` filtrando `document_type = issued_invoice`
+   - comprobar que la respuesta refleja filas activas de `document_series`
+
+6. Endpoint legacy retirado
+   - llamar a `/catalogs/invoice-series`
+   - comprobar `404` o endpoint no registrado
+
+## Pendiente conocido
+
+`branchId` aun no se propaga desde `customer-invoices` hasta `assignNextNumber(...)`. Toda la validacion de esta fase debe asumirse en alcance de empresa.
+
+## Estado Fase 2C en este workspace
+
+- configuracion de desarrollo detectada: si
+- ejecucion real de SQL desde Codex: no
+- motivo: falta cliente `mysql` en la terminal y la dependencia `mysql2` del workspace no pudo abrirse por una dependencia transitiva ausente

docs/document-series/migration-from-customer-invoice-series.md

@@ -0,0 +1,105 @@
+# Migration from customer_invoice_series
+
+## Equivalencia conceptual
+
+- `customer_invoice_series.code` -> `document_series.code`
+- `customer_invoice_series.company_id` -> `document_series.company_id`
+- `customer_invoice_series.next_number` -> `document_series.next_number`
+- `customer_invoice_series.padding_length` -> `document_series.padding`
+- `customer_invoice_series.is_default` -> `document_series.is_default`
+- `customer_invoice_series.is_active` -> `document_series.is_active`
+- `document_series.document_type` para legacy de facturas emitidas será `issued_invoice`
+
+## Migración conservadora de issued invoices
+
+```sql
+INSERT INTO document_series (
+  id,
+  company_id,
+  branch_id,
+  document_type,
+  code,
+  name,
+  description,
+  prefix,
+  suffix,
+  next_number,
+  padding,
+  valid_from,
+  valid_to,
+  is_default,
+  is_active,
+  created_at,
+  updated_at
+)
+SELECT
+  cis.id,
+  cis.company_id,
+  NULL,
+  'issued_invoice',
+  cis.code,
+  cis.code,
+  NULL,
+  CONCAT(cis.code, '-'),
+  NULL,
+  cis.next_number,
+  cis.padding_length,
+  NULL,
+  NULL,
+  cis.is_default,
+  cis.is_active,
+  cis.created_at,
+  cis.updated_at
+FROM customer_invoice_series cis
+WHERE NOT EXISTS (
+  SELECT 1
+  FROM document_series ds
+  WHERE ds.company_id = cis.company_id
+    AND ds.document_type = 'issued_invoice'
+    AND ds.code = cis.code
+);
+```
+
+## Series de proformas
+
+Crear una serie por defecto por empresa con:
+
+- `document_type = 'proforma'`
+- `code = 'PF'`
+- `prefix = 'PF-'`
+- `next_number = 1`
+- `padding = 6`
+
+En Fase 2B la fuente preferida para este seed pasa a ser `companies`, no `customer_invoice_series`, para cubrir empresas activas sin series legacy previas.
+
+## Cambio de assigner
+
+- antes: `InvoiceSeriesNumberAssigner`
+- después: `DocumentSeriesNumberAssigner` o `document-series:general.assignNextNumber`
+
+## Estado actual
+
+- `document_series` es la tabla canonica
+- `GET /document-series` es la API canonica
+- `/catalogs/invoice-series` ha sido retirado del runtime
+- `CustomerInvoiceSeriesModel` y su repositorio legacy ya no participan en runtime
+
+## Pendiente
+
+- migración controlada de otros tipos documentales
+- ejecucion manual y controlada del SQL conservador de migracion
+- DDL previa de `proformas.document_series_id` y `proformas.proforma_number`
+- propagacion real de `branchId` desde `customer-invoices`
+
+## Validacion recomendada
+
+- ejecutar `docs/document-series/sql/validate-document-series-migration.sql`
+- revisar que no existan duplicados logicos por `company_id + document_type + code`
+- revisar que cada empresa activa tenga una default de `proforma`
+- revisar que ninguna proforma quede sin `proforma_reference`
+
+## Estado de ejecucion Fase 2C
+
+- se detecto una configuracion de desarrollo en `apps/server/.env.development`
+- no se ejecuto SQL real desde esta terminal por bloqueo operativo del cliente/conector local
+- produccion no se considero objetivo de ejecucion

docs/document-series/sql/drop-customer-invoice-series-legacy.sql

@@ -0,0 +1,9 @@
+-- Limpieza operativa V1.
+-- NO ejecutar automaticamente desde codigo ni pipelines.
+-- Ejecutar solo cuando:
+-- 1) document_series contiene las series migradas necesarias
+-- 2) /document-series funciona como API canonica
+-- 3) no queda codigo runtime leyendo customer_invoice_series
+-- 4) se ha validado create proforma e issue proforma
+
+DROP TABLE customer_invoice_series;

docs/document-series/sql/migrate-customer-invoice-series-to-document-series.sql

@@ -0,0 +1,112 @@
+-- Migracion conservadora e idempotente de customer_invoice_series a document_series.
+-- No ejecutar automaticamente en produccion.
+-- Revisar primero nombres de columnas y existencia de tabla document_series en el entorno destino.
+
+-- 1. Migrar series legacy de facturas emitidas si no existen ya en document_series.
+INSERT INTO document_series (
+  id,
+  company_id,
+  branch_id,
+  document_type,
+  code,
+  name,
+  description,
+  prefix,
+  suffix,
+  next_number,
+  padding,
+  valid_from,
+  valid_to,
+  is_default,
+  is_active,
+  created_at,
+  updated_at,
+  deleted_at
+)
+SELECT
+  cis.id,
+  cis.company_id,
+  NULL,
+  'issued_invoice',
+  cis.code,
+  cis.code,
+  NULL,
+  CONCAT(cis.code, '-'),
+  NULL,
+  cis.next_number,
+  cis.padding_length,
+  NULL,
+  NULL,
+  cis.is_default,
+  cis.is_active,
+  cis.created_at,
+  cis.updated_at,
+  NULL
+FROM customer_invoice_series cis
+WHERE NOT EXISTS (
+  SELECT 1
+  FROM document_series ds
+  WHERE ds.company_id = cis.company_id
+    AND ds.document_type = 'issued_invoice'
+    AND ds.code = cis.code
+);
+
+-- 2. Crear una serie por defecto de proformas por empresa solo si no existe ninguna.
+-- Fuente preferida: companies. Esto evita depender de que exista customer_invoice_series
+-- para empresas nuevas o para empresas sin series legacy de facturas emitidas.
+INSERT INTO document_series (
+  id,
+  company_id,
+  branch_id,
+  document_type,
+  code,
+  name,
+  description,
+  prefix,
+  suffix,
+  next_number,
+  padding,
+  valid_from,
+  valid_to,
+  is_default,
+  is_active,
+  created_at,
+  updated_at,
+  deleted_at
+)
+SELECT
+  UUID(),
+  source.id,
+  NULL,
+  'proforma',
+  'PF',
+  'Proformas',
+  NULL,
+  'PF-',
+  NULL,
+  1,
+  6,
+  NULL,
+  NULL,
+  TRUE,
+  TRUE,
+  NOW(),
+  NOW(),
+  NULL
+FROM (
+  SELECT c.id
+  FROM companies c
+  WHERE c.status = 'active'
+) AS source
+WHERE NOT EXISTS (
+  SELECT 1
+  FROM document_series ds
+  WHERE ds.company_id = source.id
+    AND ds.document_type = 'proforma'
+    AND ds.code = 'PF'
+);
+
+-- 3. Validaciones manuales recomendadas.
+-- SELECT company_id, document_type, code, next_number, padding, is_default, is_active
+-- FROM document_series
+-- ORDER BY company_id, document_type, code;

docs/document-series/sql/validate-document-series-migration.sql

@@ -0,0 +1,72 @@
+-- Validaciones manuales para la migracion conservadora a document_series.
+-- No modifica datos.
+
+-- 1. Series duplicadas de issued_invoice tras la migracion legacy.
+SELECT
+  company_id,
+  document_type,
+  code,
+  COUNT(*) AS duplicated_rows
+FROM document_series
+WHERE document_type = 'issued_invoice'
+GROUP BY company_id, document_type, code
+HAVING COUNT(*) > 1;
+
+-- 2. Empresas activas sin serie default de proforma.
+SELECT c.id AS company_id
+FROM companies c
+LEFT JOIN document_series ds
+  ON ds.company_id = c.id
+ AND ds.document_type = 'proforma'
+ AND ds.is_default = TRUE
+ AND ds.deleted_at IS NULL
+WHERE c.status = 'active'
+GROUP BY c.id
+HAVING COUNT(ds.id) = 0;
+
+-- 3. Duplicados logicos por company/type/code.
+SELECT
+  company_id,
+  document_type,
+  code,
+  COUNT(*) AS duplicated_rows
+FROM document_series
+WHERE deleted_at IS NULL
+GROUP BY company_id, document_type, code
+HAVING COUNT(*) > 1;
+
+-- 4. Contadores invalidos.
+SELECT
+  id,
+  company_id,
+  document_type,
+  code,
+  next_number,
+  padding
+FROM document_series
+WHERE next_number < 1
+   OR padding < 1;
+
+-- 5. Ventanas de vigencia incoherentes.
+SELECT
+  id,
+  company_id,
+  document_type,
+  code,
+  valid_from,
+  valid_to
+FROM document_series
+WHERE valid_from IS NOT NULL
+  AND valid_to IS NOT NULL
+  AND valid_from > valid_to;
+
+-- 6. Proformas sin referencia visible.
+SELECT
+  id,
+  company_id,
+  document_series_id,
+  proforma_number,
+  proforma_reference
+FROM proformas
+WHERE proforma_reference IS NULL
+   OR TRIM(proforma_reference) = '';

modules/customer-invoices/package.json

@@ -43,6 +43,7 @@
     "@erp/core": "workspace:*",
     "@erp/catalogs": "workspace:*",
     "@erp/customers": "workspace:*",
+    "@erp/document-series": "workspace:*",
     "@erp/identity": "workspace:*",
     "@hookform/resolvers": "^5.2.2",
     "@lglab/react-qr-code": "^1.4.10",
@@ -68,4 +69,4 @@
     "sequelize": "^6.37.8",
     "zod": "^4.3.6"
   }
-}
+}

modules/customer-invoices/src/api/application/invoice-series/di/index.ts

@@ -1,4 +0,0 @@
-export * from "./invoice-series-finder.di";
-export * from "./invoice-series-number-assigner.di";
-export * from "./invoice-series-snapshot-builders.di";
-export * from "./invoice-series-use-cases.di";

modules/customer-invoices/src/api/application/invoice-series/di/invoice-series-finder.di.ts

@@ -1,8 +0,0 @@
-import type { IInvoiceSeriesRepository } from "../repositories";
-import { type IInvoiceSeriesFinder, InvoiceSeriesFinder } from "../services";
-
-export function buildInvoiceSeriesFinder(
-  repository: IInvoiceSeriesRepository
-): IInvoiceSeriesFinder {
-  return new InvoiceSeriesFinder(repository);
-}

modules/customer-invoices/src/api/application/invoice-series/di/invoice-series-number-assigner.di.ts

@@ -1,9 +0,0 @@
-import type { IInvoiceSeriesRepository } from "../repositories";
-import {
-  type IInvoiceSeriesNumberAssigner,
-  InvoiceSeriesNumberAssigner,
-} from "../services";
-
-export const buildInvoiceSeriesNumberAssigner = (
-  repository: IInvoiceSeriesRepository
-): IInvoiceSeriesNumberAssigner => new InvoiceSeriesNumberAssigner(repository);

modules/customer-invoices/src/api/application/invoice-series/di/invoice-series-snapshot-builders.di.ts

@@ -1,7 +0,0 @@
-import { InvoiceSeriesSummarySnapshotBuilder } from "../snapshot-builders";
-
-export function buildInvoiceSeriesSnapshotBuilders() {
-  return {
-    summary: new InvoiceSeriesSummarySnapshotBuilder(),
-  };
-}

modules/customer-invoices/src/api/application/invoice-series/di/invoice-series-use-cases.di.ts

@@ -1,17 +0,0 @@
-import type { ITransactionManager } from "@erp/core/api";
-
-import type { IInvoiceSeriesFinder } from "../services";
-import type { IInvoiceSeriesSummarySnapshotBuilder } from "../snapshot-builders";
-import { ListInvoiceSeriesUseCase } from "../use-cases";
-
-export function buildListInvoiceSeriesUseCase(deps: {
-  finder: IInvoiceSeriesFinder;
-  summarySnapshotBuilder: IInvoiceSeriesSummarySnapshotBuilder;
-  transactionManager: ITransactionManager;
-}) {
-  return new ListInvoiceSeriesUseCase(
-    deps.finder,
-    deps.summarySnapshotBuilder,
-    deps.transactionManager
-  );
-}

modules/customer-invoices/src/api/application/invoice-series/index.ts

@@ -1,6 +1,2 @@
-export * from "./di";
 export * from "./errors";
-export * from "./repositories";
 export * from "./services";
-export * from "./snapshot-builders";
-export * from "./use-cases";

modules/customer-invoices/src/api/application/invoice-series/repositories/index.ts

@@ -1 +0,0 @@
-export * from "./invoice-series-repository.interface";

modules/customer-invoices/src/api/application/invoice-series/repositories/invoice-series-repository.interface.ts

@@ -1,25 +0,0 @@
-import type { UniqueID } from "@repo/rdx-ddd";
-import type { Collection, Maybe, Result } from "@repo/rdx-utils";
-
-import type { InvoiceSeries, InvoiceSeriesCode } from "../../../domain";
-
-export interface IInvoiceSeriesRepository {
-  findActiveByCompany(params: {
-    companyId: UniqueID;
-    transaction?: unknown;
-  }): Promise<Result<Collection<InvoiceSeries>, Error>>;
-
-  findByCodeInCompany(params: {
-    companyId: UniqueID;
-    invoiceSeriesCode: InvoiceSeriesCode;
-    transaction?: unknown;
-  }): Promise<Result<Maybe<InvoiceSeries>, Error>>;
-
-  findByCodeInCompanyForUpdate(params: {
-    companyId: UniqueID;
-    invoiceSeriesCode: InvoiceSeriesCode;
-    transaction: unknown;
-  }): Promise<Result<Maybe<InvoiceSeries>, Error>>;
-
-  update(invoiceSeries: InvoiceSeries, transaction?: unknown): Promise<Result<void, Error>>;
-}

modules/customer-invoices/src/api/application/invoice-series/services/index.ts

@@ -1,2 +1 @@
-export * from "./invoice-series-finder";
 export * from "./invoice-series-number-assigner";

modules/customer-invoices/src/api/application/invoice-series/services/invoice-series-finder.ts

@@ -1,23 +0,0 @@
-import type { UniqueID } from "@repo/rdx-ddd";
-import type { Collection, Result } from "@repo/rdx-utils";
-
-import type { InvoiceSeries } from "../../../domain";
-import type { IInvoiceSeriesRepository } from "../repositories";
-
-export interface IInvoiceSeriesFinder {
-  findActiveByCompany(
-    companyId: UniqueID,
-    transaction?: unknown
-  ): Promise<Result<Collection<InvoiceSeries>, Error>>;
-}
-
-export class InvoiceSeriesFinder implements IInvoiceSeriesFinder {
-  public constructor(private readonly repository: IInvoiceSeriesRepository) {}
-
-  public findActiveByCompany(companyId: UniqueID, transaction?: unknown) {
-    return this.repository.findActiveByCompany({
-      companyId,
-      transaction,
-    });
-  }
-}

modules/customer-invoices/src/api/application/invoice-series/services/invoice-series-number-assigner.ts

@@ -1,24 +1,18 @@
 import type { UniqueID } from "@repo/rdx-ddd";
-import { Result } from "@repo/rdx-utils";
+import { type Maybe, Result } from "@repo/rdx-utils";
 
-import { type InvoiceNumber, type InvoiceSeriesCode } from "../../../domain";
-import {
-  InvoiceSeriesInactiveError,
-  InvoiceSeriesNotFoundError,
-  InvoiceSeriesTransactionRequiredError,
-} from "../errors";
-import type { IInvoiceSeriesRepository } from "../repositories";
+import type { InvoiceNumber, InvoiceSerie } from "../../../domain";
 
 export interface InvoiceSeriesAssignment {
   invoiceNumber: InvoiceNumber;
   formattedNumber: string;
   invoiceSeriesId: string;
-  invoiceSeriesCode: string;
+  invoiceSeriesCode: InvoiceSerie;
 }
 
 export interface InvoiceSeriesNumberAssignerParams {
   companyId: UniqueID;
-  invoiceSeriesCode: InvoiceSeriesCode;
+  invoiceSeriesCode: Maybe<InvoiceSerie>;
   transaction: unknown;
 }
 
@@ -27,50 +21,3 @@ export interface IInvoiceSeriesNumberAssigner {
     params: InvoiceSeriesNumberAssignerParams
   ): Promise<Result<InvoiceSeriesAssignment, Error>>;
 }
-
-export class InvoiceSeriesNumberAssigner implements IInvoiceSeriesNumberAssigner {
-  public constructor(private readonly repository: IInvoiceSeriesRepository) {}
-
-  public async assignNextNumber(
-    params: InvoiceSeriesNumberAssignerParams
-  ): Promise<Result<InvoiceSeriesAssignment, Error>> {
-    if (!params.transaction) {
-      return Result.fail(new InvoiceSeriesTransactionRequiredError());
-    }
-
-    const invoiceSeriesResult = await this.repository.findByCodeInCompanyForUpdate(params);
-
-    if (invoiceSeriesResult.isFailure) {
-      return Result.fail(invoiceSeriesResult.error);
-    }
-
-    if (invoiceSeriesResult.data.isNone()) {
-      return Result.fail(new InvoiceSeriesNotFoundError());
-    }
-
-    const invoiceSeries = invoiceSeriesResult.data.unwrap();
-
-    if (!invoiceSeries.isActive) {
-      return Result.fail(new InvoiceSeriesInactiveError(invoiceSeries.code.toPrimitive()));
-    }
-
-    const invoiceNumberResult = invoiceSeries.assignNextInvoiceNumber();
-
-    if (invoiceNumberResult.isFailure) {
-      return Result.fail(invoiceNumberResult.error);
-    }
-
-    const updateResult = await this.repository.update(invoiceSeries, params.transaction);
-
-    if (updateResult.isFailure) {
-      return Result.fail(updateResult.error);
-    }
-
-    return Result.ok({
-      invoiceNumber: invoiceNumberResult.data,
-      formattedNumber: invoiceSeries.formatInvoiceNumber(invoiceNumberResult.data),
-      invoiceSeriesId: invoiceSeries.id.toString(),
-      invoiceSeriesCode: invoiceSeries.code.toPrimitive(),
-    });
-  }
-}

modules/customer-invoices/src/api/application/invoice-series/snapshot-builders/index.ts

@@ -1 +0,0 @@
-export * from "./summary";

modules/customer-invoices/src/api/application/invoice-series/snapshot-builders/summary/index.ts

@@ -1 +0,0 @@
-export * from "./invoice-series-summary.snapshot-builder";

modules/customer-invoices/src/api/application/invoice-series/snapshot-builders/summary/invoice-series-summary.snapshot-builder.ts

@@ -1,21 +0,0 @@
-import type { ISnapshotBuilder } from "@erp/core/api";
-
-import type { InvoiceSeriesSummaryDTO } from "../../../../../common";
-import type { InvoiceSeries } from "../../../../domain";
-
-export interface IInvoiceSeriesSummarySnapshotBuilder
-  extends ISnapshotBuilder<InvoiceSeries, InvoiceSeriesSummaryDTO> {}
-
-export class InvoiceSeriesSummarySnapshotBuilder
-  implements IInvoiceSeriesSummarySnapshotBuilder
-{
-  public toOutput(invoiceSeries: InvoiceSeries): InvoiceSeriesSummaryDTO {
-    return {
-      id: invoiceSeries.id.toString(),
-      code: invoiceSeries.code.toPrimitive(),
-      next_number: invoiceSeries.nextNumber.toPrimitive(),
-      padding_length: invoiceSeries.paddingLength.toPrimitive(),
-      is_default: invoiceSeries.isDefault,
-    };
-  }
-}

modules/customer-invoices/src/api/application/invoice-series/use-cases/index.ts

@@ -1 +0,0 @@
-export * from "./list-invoice-series.use-case";

modules/customer-invoices/src/api/application/invoice-series/use-cases/list-invoice-series.use-case.ts

@@ -1,40 +0,0 @@
-import type { ITransactionManager } from "@erp/core/api";
-import type { UniqueID } from "@repo/rdx-ddd";
-import { Result } from "@repo/rdx-utils";
-
-import type { IInvoiceSeriesFinder } from "../services";
-import type { IInvoiceSeriesSummarySnapshotBuilder } from "../snapshot-builders";
-
-type ListInvoiceSeriesUseCaseInput = {
-  companyId: UniqueID;
-};
-
-export class ListInvoiceSeriesUseCase {
-  public constructor(
-    private readonly finder: IInvoiceSeriesFinder,
-    private readonly summarySnapshotBuilder: IInvoiceSeriesSummarySnapshotBuilder,
-    private readonly transactionManager: ITransactionManager
-  ) {}
-
-  public execute(params: ListInvoiceSeriesUseCaseInput) {
-    const { companyId } = params;
-
-    return this.transactionManager.complete(async (transaction: unknown) => {
-      try {
-        const result = await this.finder.findActiveByCompany(companyId, transaction);
-
-        if (result.isFailure) {
-          return Result.fail(result.error);
-        }
-
-        const items = result.data.map((invoiceSeries) =>
-          this.summarySnapshotBuilder.toOutput(invoiceSeries)
-        );
-
-        return Result.ok({ items });
-      } catch (error: unknown) {
-        return Result.fail(error as Error);
-      }
-    });
-  }
-}

modules/customer-invoices/src/api/application/issued-invoices/services/issued-invoice-creator.ts

@@ -2,17 +2,16 @@ import type { UniqueID } from "@repo/rdx-ddd";
 import { Result } from "@repo/rdx-utils";
 
 import {
-  type IIssuedInvoiceCreateProps,
-  InvoiceSeriesCode,
   IssuedInvoice,
 } from "../../../domain";
 import type { IInvoiceSeriesNumberAssigner } from "../../invoice-series";
 import type { IIssuedInvoiceRepository } from "../repositories";
+import type { ProformaToIssuedInvoiceCreateProps } from "./proforma-to-issued-invoice-props-converter";
 
 export interface IIssuedInvoiceCreatorParams {
   companyId: UniqueID;
   id: UniqueID;
-  props: Omit<IIssuedInvoiceCreateProps, "invoiceNumber">;
+  props: ProformaToIssuedInvoiceCreateProps;
   transaction: unknown;
 }
 
@@ -37,15 +36,9 @@ export class IssuedInvoiceCreator implements IIssuedInvoiceCreator {
   async create(params: IIssuedInvoiceCreatorParams): Promise<Result<IssuedInvoice, Error>> {
     const { companyId, id, props, transaction } = params;
 
-    const invoiceSeriesCodeResult = InvoiceSeriesCode.create(props.series.toPrimitive());
-
-    if (invoiceSeriesCodeResult.isFailure) {
-      return Result.fail(invoiceSeriesCodeResult.error);
-    }
-
     const numberResult = await this.invoiceSeriesNumberAssigner.assignNextNumber({
       companyId,
-      invoiceSeriesCode: invoiceSeriesCodeResult.data,
+      invoiceSeriesCode: props.series,
       transaction,
     });
 
@@ -55,7 +48,15 @@ export class IssuedInvoiceCreator implements IIssuedInvoiceCreator {
 
     const invoiceNumber = numberResult.data.invoiceNumber;
 
-    const invoiceResult = IssuedInvoice.create({ ...props, invoiceNumber, companyId }, id);
+    const invoiceResult = IssuedInvoice.create(
+      {
+        ...props,
+        series: numberResult.data.invoiceSeriesCode,
+        invoiceNumber,
+        companyId,
+      },
+      id
+    );
 
     if (invoiceResult.isFailure) {
       return Result.fail(invoiceResult.error);

modules/customer-invoices/src/api/application/issued-invoices/services/proforma-to-issued-invoice-props-converter.ts

@@ -6,6 +6,7 @@ import { Maybe, Result } from "@repo/rdx-utils";
 import {
   type IIssuedInvoiceCreateProps,
   InvoicePaymentMethod,
+  type InvoiceSerie,
   InvoiceStatus,
   InvoiceTaxRegime,
   IssuedInvoiceItem,
@@ -16,7 +17,12 @@ import {
 } from "../../../domain";
 import type { ProformaIssueReadModel } from "../models";
 
-export type ProformaToIssuedInvoiceCreateProps = Omit<IIssuedInvoiceCreateProps, "invoiceNumber">;
+export type ProformaToIssuedInvoiceCreateProps = Omit<
+  IIssuedInvoiceCreateProps,
+  "invoiceNumber" | "series"
+> & {
+  series: Maybe<InvoiceSerie>;
+};
 
 export interface IProformaToIssuedInvoiceConverter {
   toCreateProps(source: ProformaIssueReadModel): Result<ProformaToIssuedInvoiceCreateProps, Error>;
@@ -70,7 +76,7 @@ export class ProformaToIssuedInvoiceConverter implements IProformaToIssuedInvoic
       companyId: proforma.companyId,
       status: InvoiceStatus.issued(),
 
-      series: proforma.series.getOrUndefined()!,
+      series: proforma.series,
       linkedProformaId: proforma.id,
 
       // La fecha de factura debe reflejar la emisión, no la fecha original de la proforma.

modules/customer-invoices/src/api/application/proformas/di/proforma-creator.di.ts

@@ -4,6 +4,8 @@ import {
   type IProformaCreator,
   type IProformaNumberGenerator,
   ProformaCreator,
+  type ProformaSeriesValidator,
+  type ProformaTargetInvoiceSeriesValidator,
   type ProformaTaxResolver,
 } from "../services";
 
@@ -12,6 +14,8 @@ export const buildProformaCreator = (params: {
   paymentResolver: ProformaPaymentResolver;
   numberService: IProformaNumberGenerator;
   repository: IProformaRepository;
+  proformaSeriesValidator: ProformaSeriesValidator;
+  targetInvoiceSeriesValidator: ProformaTargetInvoiceSeriesValidator;
 }): IProformaCreator => {
   return new ProformaCreator(params);
 };

modules/customer-invoices/src/api/application/proformas/di/proforma-updater.di.ts

@@ -1,12 +1,18 @@
 // modules/customer-invoices/src/api/application/proformas/di/proforma-updater.di.ts
 import type { IProformaRepository } from "../repositories";
 import type { ProformaPaymentResolver } from "../services";
-import { type IProformaUpdater, type ProformaTaxResolver, ProformaUpdater } from "../services";
+import {
+  type IProformaUpdater,
+  type ProformaTargetInvoiceSeriesValidator,
+  type ProformaTaxResolver,
+  ProformaUpdater,
+} from "../services";
 
 export const buildProformaUpdater = (params: {
   repository: IProformaRepository;
   taxResolver: ProformaTaxResolver;
   paymentResolver: ProformaPaymentResolver;
+  targetInvoiceSeriesValidator: ProformaTargetInvoiceSeriesValidator;
 }): IProformaUpdater => {
   return new ProformaUpdater(params);
 };

modules/customer-invoices/src/api/application/proformas/mappers/create-proforma-input.mapper.ts

@@ -58,9 +58,15 @@ export class CreateProformaInputMapper implements ICreateProformaInputMapper {
         errors
       );
 
-      const series = extractOrPushError(
-        maybeFromNullableResult(dto.series, (value) => InvoiceSerie.create(value)),
-        "series",
+      const proformaSeriesCode = extractOrPushError(
+        maybeFromNullableResult(dto.proforma_series_code, (value) => InvoiceSerie.create(value)),
+        "proforma_series_code",
+        errors
+      );
+
+      const targetInvoiceSeriesCode = extractOrPushError(
+        maybeFromNullableResult(dto.target_invoice_series_code, (value) => InvoiceSerie.create(value)),
+        "target_invoice_series_code",
         errors
       );
 
@@ -126,7 +132,7 @@ export class CreateProformaInputMapper implements ICreateProformaInputMapper {
         errors
       );
 
-      const items = this.mapItemsProps(dto.items, {
+      const items = this.mapItemsProps(dto.items ?? [], {
         languageCode: languageCode!,
         currencyCode: currencyCode!,
         globalDiscountPercentage: globalDiscountPercentage!,
@@ -139,8 +145,8 @@ export class CreateProformaInputMapper implements ICreateProformaInputMapper {
         companyId: params.companyId,
         status: InvoiceStatus.draft(),
 
-        //invoiceNumber: invoiceNumber!,
-        series: series!,
+        proformaSeriesCode: proformaSeriesCode!,
+        targetInvoiceSeriesCode: targetInvoiceSeriesCode!,
 
         proformaDate: proformaDate!,
         operationDate: operationDate!,
@@ -283,4 +289,5 @@ export class CreateProformaInputMapper implements ICreateProformaInputMapper {
       throw new ValidationErrorCollection("Proforma props mapping failed", errors);
     }
   }
+
 }

modules/customer-invoices/src/api/application/proformas/mappers/update-proforma-input.mapper.ts

@@ -55,10 +55,10 @@ export class UpdateProformaInputMapper implements IUpdateProformaInputMapper {
       const errors: ValidationErrorDetail[] = [];
       const proformaPatchProps: ProformaPatchInputProps = {};
 
-      toPatchField(dto.series).ifSet((series) => {
-        proformaPatchProps.series = extractOrPushError(
-          maybeFromNullableResult(series, (value) => InvoiceSerie.create(value)),
-          "series",
+      toPatchField(dto.target_invoice_series_code).ifSet((targetInvoiceSeriesCode) => {
+        proformaPatchProps.targetInvoiceSeriesCode = extractOrPushError(
+          maybeFromNullableResult(targetInvoiceSeriesCode, (value) => InvoiceSerie.create(value)),
+          "target_invoice_series_code",
           errors
         );
       });
@@ -262,4 +262,5 @@ export class UpdateProformaInputMapper implements IUpdateProformaInputMapper {
       throw new ValidationErrorCollection("Proforma props mapping failed", errors);
     }
   }
+
 }

modules/customer-invoices/src/api/application/proformas/models/proforma-create-input.model.ts

@@ -1,4 +1,6 @@
 import type { IProformaCreateProps, IProformaItemCreateProps } from "../../../domain";
+import type { Maybe } from "@repo/rdx-utils";
+import type { InvoiceSerie } from "../../../domain";
 
 import type { ProformaItemTaxCodesInput } from "./proforma-item-tax-codes-input.model";
 
@@ -12,7 +14,12 @@ import type { ProformaItemTaxCodesInput } from "./proforma-item-tax-codes-input.
  * - Se encargan de validar y convertir los datos recibidos en formatos adecuados para el dominio.
  */
 
-export type ProformaCreateInputProps = Omit<IProformaCreateProps, "items" | "proformaReference"> & {
+export type ProformaCreateInputProps = Omit<
+  IProformaCreateProps,
+  "items" | "proformaReference" | "proformaNumber" | "documentSeriesId" | "series"
+> & {
+  proformaSeriesCode: Maybe<InvoiceSerie>;
+  targetInvoiceSeriesCode: Maybe<InvoiceSerie>;
   items: ProformaItemCreateInputProps[];
 };
 

modules/customer-invoices/src/api/application/proformas/models/proforma-update-input.model.ts

@@ -1,4 +1,6 @@
 import type { ProformaItemPatchProps, ProformaPatchProps } from "../../../domain";
+import type { Maybe } from "@repo/rdx-utils";
+import type { InvoiceSerie } from "../../../domain";
 
 import type { ProformaItemTaxCodesInput } from "./proforma-item-tax-codes-input.model";
 
@@ -12,7 +14,8 @@ import type { ProformaItemTaxCodesInput } from "./proforma-item-tax-codes-input.
  * - Se encargan de validar y convertir los datos recibidos en formatos adecuados para el dominio.
  */
 
-export type ProformaPatchInputProps = Omit<ProformaPatchProps, "items"> & {
+export type ProformaPatchInputProps = Omit<ProformaPatchProps, "items" | "series"> & {
+  targetInvoiceSeriesCode?: Maybe<InvoiceSerie>;
   items?: ProformaItemPatchInputProps[];
 };
 

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

@@ -8,5 +8,7 @@ export * from "./proforma-finder";
 export * from "./proforma-issuer";
 export * from "./proforma-number-generator.interface";
 export * from "./proforma-public-services.interface";
+export * from "./proforma-series-validator.interface";
 export * from "./proforma-status-changer";
+export * from "./proforma-target-invoice-series-validator.interface";
 export * from "./proforma-updater";

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

@@ -4,12 +4,15 @@ import { Maybe, Result } from "@repo/rdx-utils";
 import {
   type IProformaCreateProps,
   type IProformaItemCreateProps,
+  InvoiceNumber,
   Proforma,
 } from "../../../domain";
 import type { ProformaCreateInputProps } from "../models";
 import type { IProformaRepository } from "../repositories";
 
 import type { ProformaPaymentResolver } from "./catalog-resolver/proforma-payment-resolver";
+import type { ProformaSeriesValidator } from "./proforma-series-validator.interface";
+import type { ProformaTargetInvoiceSeriesValidator } from "./proforma-target-invoice-series-validator.interface";
 import type { ProformaTaxResolver } from "./catalog-resolver/proforma-tax-resolver";
 import type { IProformaNumberGenerator } from "./proforma-number-generator.interface";
 
@@ -31,6 +34,8 @@ export class ProformaCreator implements IProformaCreator {
       numberService: IProformaNumberGenerator;
       taxResolver: ProformaTaxResolver;
       paymentResolver: ProformaPaymentResolver;
+      proformaSeriesValidator: ProformaSeriesValidator;
+      targetInvoiceSeriesValidator: ProformaTargetInvoiceSeriesValidator;
     }
   ) {}
 
@@ -43,11 +48,21 @@ export class ProformaCreator implements IProformaCreator {
       return Result.fail(resolvedProps.error);
     }
 
+    const proformaSeriesValidationResult =
+      await this.deps.proformaSeriesValidator.ensureValidProformaSeries({
+        companyId,
+        proformaSeriesCode: resolvedProps.data.proformaSeriesCode,
+        transaction,
+      });
+
+    if (proformaSeriesValidationResult.isFailure) {
+      return Result.fail(proformaSeriesValidationResult.error);
+    }
+
     // 1. Obtener siguiente número
-    const { series } = props;
     const numberResult = await this.deps.numberService.getNextForCompany(
       companyId,
-      series,
+      resolvedProps.data.proformaSeriesCode,
       transaction
     );
 
@@ -55,11 +70,41 @@ export class ProformaCreator implements IProformaCreator {
       return Result.fail(numberResult.error);
     }
 
-    const proformaReference = numberResult.data;
+    const targetInvoiceSeriesValidationResult =
+      await this.deps.targetInvoiceSeriesValidator.ensureValidIssuedInvoiceSeries({
+        companyId,
+        targetInvoiceSeriesCode: resolvedProps.data.targetInvoiceSeriesCode,
+        transaction,
+      });
+
+    if (targetInvoiceSeriesValidationResult.isFailure) {
+      return Result.fail(targetInvoiceSeriesValidationResult.error);
+    }
+
+    const proformaReferenceResult = InvoiceNumber.create(numberResult.data.reference);
+
+    if (proformaReferenceResult.isFailure) {
+      return Result.fail(proformaReferenceResult.error);
+    }
+
+    const proformaNumberResult = InvoiceNumber.create(numberResult.data.number);
+
+    if (proformaNumberResult.isFailure) {
+      return Result.fail(proformaNumberResult.error);
+    }
+
+    const proformaReference = proformaReferenceResult.data;
 
     // 2. Crear agregado
     const proformaResult = Proforma.create(
-      { ...resolvedProps.data, proformaReference, companyId },
+      {
+        ...resolvedProps.data,
+        companyId,
+        documentSeriesId: Maybe.some(numberResult.data.documentSeriesId),
+        proformaNumber: Maybe.some(proformaNumberResult.data),
+        proformaReference,
+        series: resolvedProps.data.targetInvoiceSeriesCode,
+      },
       id
     );
 
@@ -88,7 +133,9 @@ export class ProformaCreator implements IProformaCreator {
 
   private async resolveCreateProps(
     props: ProformaCreateInputProps
-  ): Promise<Result<Omit<IProformaCreateProps, "proformaReference">, Error>> {
+  ): Promise<
+    Result<Omit<IProformaCreateProps, "proformaReference" | "proformaNumber" | "documentSeriesId">, Error>
+  > {
     // TODO: Esto hay que cambiarlo en el futuro para buscar valores por defecto, desde la empresa o desde el cliente
     const _newProps = {
       ...props,

modules/customer-invoices/src/api/application/proformas/services/proforma-number-generator.interface.ts

@@ -1,7 +1,14 @@
-import type { InvoiceNumber, InvoiceSerie } from "@erp/customer-invoices/api/domain";
+import type { InvoiceSerie } from "@erp/customer-invoices/api/domain";
 import type { UniqueID } from "@repo/rdx-ddd";
 import type { Maybe, Result } from "@repo/rdx-utils";
 
+export type ProformaNumberAssignment = {
+  documentSeriesId: string;
+  documentSeriesCode: string;
+  number: string;
+  reference: string;
+};
+
 /**
  * Servicio de dominio que define cómo se genera el siguiente número de factura.
  */
@@ -15,7 +22,7 @@ export interface IProformaNumberGenerator {
    */
   getNextForCompany(
     companyId: UniqueID,
-    series: Maybe<InvoiceSerie>,
+    proformaSeriesCode: Maybe<InvoiceSerie>,
     transaction: any
-  ): Promise<Result<InvoiceNumber, Error>>;
+  ): Promise<Result<ProformaNumberAssignment, Error>>;
 }

modules/customer-invoices/src/api/application/proformas/services/proforma-series-validator.interface.ts

@@ -0,0 +1,14 @@
+import type { UniqueID } from "@repo/rdx-ddd";
+import type { Maybe, Result } from "@repo/rdx-utils";
+
+import type { InvoiceSerie } from "../../../domain";
+
+export interface EnsureValidProformaSeriesParams {
+  companyId: UniqueID;
+  proformaSeriesCode: Maybe<InvoiceSerie>;
+  transaction?: unknown;
+}
+
+export interface ProformaSeriesValidator {
+  ensureValidProformaSeries(params: EnsureValidProformaSeriesParams): Promise<Result<void, Error>>;
+}

modules/customer-invoices/src/api/application/proformas/services/proforma-target-invoice-series-validator.interface.ts

@@ -0,0 +1,16 @@
+import type { UniqueID } from "@repo/rdx-ddd";
+import type { Maybe, Result } from "@repo/rdx-utils";
+
+import type { InvoiceSerie } from "../../../domain";
+
+export interface EnsureValidIssuedInvoiceSeriesParams {
+  companyId: UniqueID;
+  targetInvoiceSeriesCode: Maybe<InvoiceSerie>;
+  transaction?: unknown;
+}
+
+export interface ProformaTargetInvoiceSeriesValidator {
+  ensureValidIssuedInvoiceSeries(
+    params: EnsureValidIssuedInvoiceSeriesParams
+  ): Promise<Result<void, Error>>;
+}

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

@@ -1,4 +1,4 @@
-import type { UniqueID, UtcDate } from "@repo/rdx-ddd";
+import { DomainValidationError, type UniqueID, type UtcDate } from "@repo/rdx-ddd";
 import { Result } from "@repo/rdx-utils";
 
 import type { Proforma, ProformaItemPatchProps, ProformaPatchProps } from "../../../domain";
@@ -7,6 +7,7 @@ import type { IProformaRepository } from "../repositories";
 
 import type { ProformaPaymentResolver } from "./catalog-resolver/proforma-payment-resolver";
 import type { ProformaTaxResolver } from "./catalog-resolver/proforma-tax-resolver";
+import type { ProformaTargetInvoiceSeriesValidator } from "./proforma-target-invoice-series-validator.interface";
 
 export interface IProformaUpdater {
   update(params: {
@@ -23,6 +24,7 @@ export class ProformaUpdater implements IProformaUpdater {
       repository: IProformaRepository;
       taxResolver: ProformaTaxResolver;
       paymentResolver: ProformaPaymentResolver;
+      targetInvoiceSeriesValidator: ProformaTargetInvoiceSeriesValidator;
     }
   ) {}
 
@@ -43,10 +45,35 @@ export class ProformaUpdater implements IProformaUpdater {
 
     const proforma = existingResult.data;
 
+    if (proforma.status.isIssued()) {
+      return Result.fail(
+        new DomainValidationError(
+          "PROFORMA_ALREADY_ISSUED",
+          "status",
+          "Issued proformas cannot be edited"
+        )
+      );
+    }
+
+    if (proforma.status.isApproved()) {
+      const allowedApprovedPatch = this.isApprovedPatchAllowed(patchProps);
+
+      if (!allowedApprovedPatch) {
+        return Result.fail(
+          new DomainValidationError(
+            "APPROVED_PROFORMA_RESTRICTED_UPDATE",
+            "status",
+            "Approved proformas only allow target invoice series changes before issuing"
+          )
+        );
+      }
+    }
+
     const resolvedPatch = await this.resolvePatchProps({
       companyId,
       currentInvoiceDate: proforma.invoiceDate,
       patch: patchProps,
+      transaction,
     });
 
     if (resolvedPatch.isFailure) {
@@ -81,8 +108,9 @@ export class ProformaUpdater implements IProformaUpdater {
     companyId: UniqueID;
     currentInvoiceDate: UtcDate;
     patch: ProformaPatchInputProps;
+    transaction: unknown;
   }): Promise<Result<ProformaPatchProps, Error>> {
-    const { patch, companyId, currentInvoiceDate } = params;
+    const { patch, companyId, currentInvoiceDate, transaction } = params;
 
     if (patch.taxRegimeCode !== undefined) {
       const taxRegimeResult = await this.deps.taxResolver.ensureTaxRegimeByCode({
@@ -106,8 +134,24 @@ export class ProformaUpdater implements IProformaUpdater {
       }
     }
 
+    if (patch.targetInvoiceSeriesCode !== undefined) {
+      const targetInvoiceSeriesValidationResult =
+        await this.deps.targetInvoiceSeriesValidator.ensureValidIssuedInvoiceSeries({
+          companyId,
+          targetInvoiceSeriesCode: patch.targetInvoiceSeriesCode,
+          transaction,
+        });
+
+      if (targetInvoiceSeriesValidationResult.isFailure) {
+        return Result.fail(targetInvoiceSeriesValidationResult.error);
+      }
+    }
+
     if (patch.items === undefined) {
-      return Result.ok(patch as ProformaPatchProps);
+      return Result.ok({
+        ...patch,
+        series: patch.targetInvoiceSeriesCode,
+      } as ProformaPatchProps);
     }
 
     const effectiveInvoiceDate = patch.proformaDate ?? currentInvoiceDate;
@@ -132,7 +176,14 @@ export class ProformaUpdater implements IProformaUpdater {
 
     return Result.ok({
       ...patch,
+      series: patch.targetInvoiceSeriesCode,
       items: resolvedItems,
     });
   }
+
+  private isApprovedPatchAllowed(patch: ProformaPatchInputProps): boolean {
+    const allowedKeys = new Set(["targetInvoiceSeriesCode"]);
+
+    return Object.keys(patch).every((key) => allowedKeys.has(key));
+  }
 }

modules/customer-invoices/src/api/application/proformas/snapshot-builders/full/proforma-full-snapshot-builder.ts

@@ -36,11 +36,13 @@ export class ProformaFullSnapshotBuilder implements IProformaFullSnapshotBuilder
     const allTotals = proforma.totals();
 
     return {
+      // `series` se mantiene como alias legacy temporal del contrato publico.
       id: proforma.id.toString(),
       company_id: proforma.companyId.toString(),
 
       proforma_reference: proforma.proformaReference.toString(),
       status: proforma.status.toPrimitive() as ProformaFullSnapshot["status"],
+      target_invoice_series_code: maybeToNullable(proforma.series, (value) => value.toString()),
       series: maybeToNullable(proforma.series, (value) => value.toString()),
 
       proforma_date: proforma.invoiceDate.toDateString(),

modules/customer-invoices/src/api/application/proformas/snapshot-builders/summary/proforma-summary-snapshot-builder.ts

@@ -17,6 +17,7 @@ export class ProformaSummarySnapshotBuilder implements IProformaSummarySnapshotB
 
       proforma_reference: proforma.proformaReference.toString(),
       status: proforma.status.toPrimitive() as ProformaSummaryDTO["status"],
+      target_invoice_series_code: maybeToNullable(proforma.series, (value) => value.toString()),
       series: maybeToNullable(proforma.series, (value) => value.toString()),
 
       proforma_date: proforma.proformaDate.toDateString(),

modules/customer-invoices/src/api/domain/proformas/aggregates/proforma.aggregate.ts

@@ -19,7 +19,6 @@ import {
   InvoiceStatus,
   type ItemAmount,
 } from "../../common/value-objects";
-import { InvalidInvoiceSeriesCodeError } from "../../invoice-series";
 import {
   type IProformaItemCreateProps,
   type IProformaItems,
@@ -36,6 +35,8 @@ export interface IProformaCreateProps {
   companyId: UniqueID;
   status: InvoiceStatus;
 
+  documentSeriesId: Maybe<string>;
+  proformaNumber: Maybe<InvoiceNumber>;
   proformaReference: InvoiceNumber;
   series: Maybe<InvoiceSerie>;
 
@@ -86,6 +87,8 @@ export interface IProforma {
   companyId: UniqueID;
   status: InvoiceStatus;
 
+  documentSeriesId: Maybe<string>;
+  proformaNumber: Maybe<InvoiceNumber>;
   series: Maybe<InvoiceSerie>;
   proformaReference: InvoiceNumber;
 
@@ -234,6 +237,14 @@ export class Proforma extends AggregateRoot<ProformaInternalProps> implements IP
     return this.props.series;
   }
 
+  public get documentSeriesId(): Maybe<string> {
+    return this.props.documentSeriesId;
+  }
+
+  public get proformaNumber(): Maybe<InvoiceNumber> {
+    return this.props.proformaNumber;
+  }
+
   public get proformaReference() {
     return this.props.proformaReference;
   }
@@ -363,10 +374,6 @@ export class Proforma extends AggregateRoot<ProformaInternalProps> implements IP
   }
 
   private validateCanBeIssued(): Result<void, Error> {
-    if (this.series.isNone()) {
-      return Result.fail(InvalidInvoiceSeriesCodeError.required());
-    }
-
     if (this.description.isNone()) {
       return Result.fail(
         new DomainValidationError(

modules/customer-invoices/src/api/index.ts

@@ -1,12 +1,10 @@
 import type { IModuleServer } from "@erp/core/api";
 
 import {
-  buildInvoiceSeriesDependencies,
   buildIssuedInvoicePublicServices,
   buildIssuedInvoicesDependencies,
   buildProformaPublicServices,
   buildProformasDependencies,
-  invoiceSeriesRouter,
   issuedInvoicesRouter,
   models,
   proformasRouter,
@@ -17,7 +15,7 @@ export type { IProformaPublicServices } from "./application";
 export const customerInvoicesAPIModule: IModuleServer = {
   name: "customer-invoices",
   version: "1.0.0",
-  dependencies: ["catalogs", "customers", "identity", "companies"],
+  dependencies: ["catalogs", "customers", "identity", "companies", "document-series"],
 
   /**
    * Fase de SETUP
@@ -27,10 +25,9 @@ export const customerInvoicesAPIModule: IModuleServer = {
    * - NO conecta infraestructura
    */
   async setup(params) {
-    const { env: ENV, app, database, baseRoutePath: API_BASE_PATH, logger } = params;
+    const { logger } = params;
 
     // 1) Dominio interno
-    const invoiceSeriesInternal = buildInvoiceSeriesDependencies(params);
     const issuedInvoicesInternal = buildIssuedInvoicesDependencies(params);
     const proformasInternal = buildProformasDependencies(params);
 
@@ -52,7 +49,6 @@ export const customerInvoicesAPIModule: IModuleServer = {
 
       // Implementación privada del módulo
       internal: {
-        invoiceSeries: invoiceSeriesInternal,
         issuedInvoices: issuedInvoicesInternal,
         proformas: proformasInternal,
       },
@@ -67,10 +63,9 @@ export const customerInvoicesAPIModule: IModuleServer = {
    * - NO construye dominio
    */
   async start(params) {
-    const { app, baseRoutePath, logger, getInternal, getService } = params;
+    const { logger } = params;
 
     // Registro de rutas HTTP
-    invoiceSeriesRouter(params);
     issuedInvoicesRouter(params);
     proformasRouter(params);
 

modules/customer-invoices/src/api/infrastructure/common/persistence/sequelize/index.ts

@@ -1,6 +1,5 @@
 import customerInvoiceModelInit from "./models/customer-invoice.model";
 import customerInvoiceItemModelInit from "./models/customer-invoice-item.model";
-import customerInvoiceSeriesModelInit from "./models/customer-invoice-series.model";
 import customerInvoiceTaxesModelInit from "./models/customer-invoice-tax.model";
 import issuedInvoiceModelInit from "./models/sequelize-issued-invoice.model";
 import issuedInvoiceItemModelInit from "./models/sequelize-issued-invoice-item.model";
@@ -12,12 +11,10 @@ import verifactuRecordModelInit from "./models/verifactu-record.model";
 
 export * from "./models";
 
-// Array de inicializadores para que registerModels() lo use
+// Array de inicializadores para que registerModels() lo use.
 export const models = [
   customerInvoiceModelInit,
   customerInvoiceItemModelInit,
-  customerInvoiceSeriesModelInit,
-
   customerInvoiceTaxesModelInit,
   proformaModelInit,
   proformaItemModelInit,

modules/customer-invoices/src/api/infrastructure/common/persistence/sequelize/models/customer-invoice-series.model.ts

@@ -1,112 +0,0 @@
-import {
-  type CreationOptional,
-  DataTypes,
-  type InferAttributes,
-  type InferCreationAttributes,
-  Model,
-  type Sequelize,
-} from "sequelize";
-
-export class CustomerInvoiceSeriesModel extends Model<
-  InferAttributes<CustomerInvoiceSeriesModel>,
-  InferCreationAttributes<CustomerInvoiceSeriesModel>
-> {
-  declare id: string;
-  declare company_id: string;
-  declare code: string;
-  declare next_number: number;
-  declare padding_length: number;
-  declare is_default: CreationOptional<boolean>;
-  declare is_active: CreationOptional<boolean>;
-  declare created_at: CreationOptional<Date>;
-  declare updated_at: CreationOptional<Date>;
-}
-
-export default (database: Sequelize) => {
-  CustomerInvoiceSeriesModel.init(
-    {
-      id: {
-        type: DataTypes.UUID,
-        primaryKey: true,
-        charset: "utf8mb4",
-        collate: "utf8mb4_bin",
-      } as any,
-
-      company_id: {
-        type: DataTypes.UUID,
-        allowNull: false,
-        charset: "utf8mb4",
-        collate: "utf8mb4_bin",
-      } as any,
-
-      code: {
-        type: DataTypes.STRING(10),
-        allowNull: false,
-      },
-      next_number: {
-        type: DataTypes.INTEGER.UNSIGNED,
-        allowNull: false,
-      },
-      padding_length: {
-        type: DataTypes.SMALLINT.UNSIGNED,
-        allowNull: false,
-      },
-      is_default: {
-        type: DataTypes.BOOLEAN,
-        allowNull: false,
-        defaultValue: false,
-      },
-      is_active: {
-        type: DataTypes.BOOLEAN,
-        allowNull: false,
-        defaultValue: true,
-      },
-      created_at: {
-        type: DataTypes.DATE,
-        allowNull: false,
-      },
-      updated_at: {
-        type: DataTypes.DATE,
-        allowNull: false,
-      },
-    },
-    {
-      sequelize: database,
-      modelName: "CustomerInvoiceSeriesModel",
-      tableName: "customer_invoice_series",
-
-      charset: "utf8mb4",
-      collate: "utf8mb4_unicode_ci",
-      underscored: true,
-      paranoid: false,
-      timestamps: true,
-
-      createdAt: "created_at",
-      updatedAt: "updated_at",
-
-      indexes: [
-        {
-          name: "idx_customer_invoice_series_company_id",
-          fields: ["company_id"],
-        },
-        {
-          name: "idx_customer_invoice_series_company_active",
-          fields: ["company_id", "is_active"],
-        },
-        {
-          name: "uq_customer_invoice_series_company_code",
-          fields: ["company_id", "code"],
-          unique: true,
-        },
-      ],
-
-      whereMergeStrategy: "and", // <- cómo tratar el merge de un scope
-
-      defaultScope: {},
-
-      scopes: {},
-    }
-  );
-
-  return CustomerInvoiceSeriesModel;
-};

modules/customer-invoices/src/api/infrastructure/common/persistence/sequelize/models/index.ts

@@ -1,6 +1,5 @@
 export * from "./customer-invoice.model";
 export * from "./customer-invoice-item.model";
-export * from "./customer-invoice-series.model";
 export * from "./customer-invoice-tax.model";
 export * from "./sequelize-proforma.model";
 export * from "./sequelize-proforma-item.model";

modules/customer-invoices/src/api/infrastructure/common/persistence/sequelize/models/sequelize-proforma.model.ts

@@ -35,6 +35,8 @@ export class ProformaModel extends Model<
   declare company_id: string;
   declare status: string;
 
+  declare document_series_id: CreationOptional<string | null>;
+  declare proforma_number: CreationOptional<string | null>;
   declare proforma_reference: string;
   declare proforma_date: string;
   declare operation_date: CreationOptional<string | null>;
@@ -171,6 +173,18 @@ export default (database: Sequelize) => {
         allowNull: false,
         defaultValue: "draft",
       },
+      document_series_id: {
+        type: DataTypes.UUID,
+        allowNull: true,
+        defaultValue: null,
+        charset: "utf8mb4",
+        collate: "utf8mb4_bin",
+      } as any,
+      proforma_number: {
+        type: new DataTypes.STRING(32),
+        allowNull: true,
+        defaultValue: null,
+      },
       proforma_reference: {
         type: new DataTypes.STRING(32),
         allowNull: false,
@@ -414,6 +428,10 @@ export default (database: Sequelize) => {
           name: "idx_proformas_company",
           fields: ["company_id"],
         },
+        {
+          name: "idx_proformas_company_document_series",
+          fields: ["company_id", "document_series_id"],
+        },
         {
           name: "uq_proformas_company_reference",
           fields: ["company_id", "proforma_reference"],

modules/customer-invoices/src/api/infrastructure/index.ts

@@ -1,4 +1,3 @@
 export * from "./common";
-export * from "./invoice-series";
 export * from "./issued-invoices";
 export * from "./proformas";

modules/customer-invoices/src/api/infrastructure/invoice-series/di/index.ts

@@ -1,2 +0,0 @@
-export * from "./invoice-series.di";
-export * from "./invoice-series-repository.di";

modules/customer-invoices/src/api/infrastructure/invoice-series/di/invoice-series-repository.di.ts

@@ -1,7 +0,0 @@
-import type { Sequelize } from "sequelize";
-
-import { SequelizeInvoiceSeriesRepository } from "../persistence";
-import { InvoiceSeriesDomainMapper } from "../persistence/sequelize/mappers";
-
-export const buildInvoiceSeriesRepository = (database: Sequelize) =>
-  new SequelizeInvoiceSeriesRepository(new InvoiceSeriesDomainMapper(), database);

modules/customer-invoices/src/api/infrastructure/invoice-series/di/invoice-series.di.ts

@@ -1,36 +0,0 @@
-import { type ModuleParams, buildTransactionManager } from "@erp/core/api";
-
-import {
-  type ListInvoiceSeriesUseCase,
-  buildInvoiceSeriesFinder,
-  buildInvoiceSeriesSnapshotBuilders,
-  buildListInvoiceSeriesUseCase,
-} from "../../../application";
-
-import { buildInvoiceSeriesRepository } from "./invoice-series-repository.di";
-
-export type InvoiceSeriesInternalDeps = {
-  useCases: {
-    listInvoiceSeries: () => ListInvoiceSeriesUseCase;
-  };
-};
-
-export function buildInvoiceSeriesDependencies(params: ModuleParams): InvoiceSeriesInternalDeps {
-  const { database } = params;
-
-  const transactionManager = buildTransactionManager(database);
-  const repository = buildInvoiceSeriesRepository(database);
-  const finder = buildInvoiceSeriesFinder(repository);
-  const snapshotBuilders = buildInvoiceSeriesSnapshotBuilders();
-
-  return {
-    useCases: {
-      listInvoiceSeries: () =>
-        buildListInvoiceSeriesUseCase({
-          finder,
-          summarySnapshotBuilder: snapshotBuilders.summary,
-          transactionManager,
-        }),
-    },
-  };
-}

modules/customer-invoices/src/api/infrastructure/invoice-series/express/controllers/index.ts

@@ -1 +0,0 @@
-export * from "./list-invoice-series.controller";

modules/customer-invoices/src/api/infrastructure/invoice-series/express/controllers/list-invoice-series.controller.ts

@@ -1,41 +0,0 @@
-import {
-  ExpressController,
-  forbidQueryFieldGuard,
-  requireAuthenticatedGuard,
-  requireCompanyContextGuard,
-} from "@erp/core/api";
-
-import { ListInvoiceSeriesResponseSchema } from "../../../../../common";
-import type { ListInvoiceSeriesUseCase } from "../../../../application";
-import { invoiceSeriesApiErrorMapper } from "../invoice-series-api-error-mapper";
-
-export class ListInvoiceSeriesController extends ExpressController {
-  public constructor(private readonly useCase: ListInvoiceSeriesUseCase) {
-    super();
-    this.errorMapper = invoiceSeriesApiErrorMapper;
-
-    this.registerGuards(
-      requireAuthenticatedGuard(),
-      requireCompanyContextGuard(),
-      forbidQueryFieldGuard("companyId"),
-      forbidQueryFieldGuard("company_id")
-    );
-  }
-
-  protected async executeImpl() {
-    const companyId = this.getTenantId();
-    if (!companyId) {
-      return this.forbiddenError("Tenant ID not found");
-    }
-
-    const result = await this.useCase.execute({ companyId });
-
-    return result.match(
-      (data) => {
-        const dto = ListInvoiceSeriesResponseSchema.parse(data);
-        return this.ok(dto);
-      },
-      (error) => this.handleError(error)
-    );
-  }
-}

modules/customer-invoices/src/api/infrastructure/invoice-series/express/index.ts

@@ -1,3 +0,0 @@
-export * from "./controllers";
-export * from "./invoice-series-api-error-mapper";
-export * from "./invoice-series.routes";

modules/customer-invoices/src/api/infrastructure/invoice-series/express/invoice-series-api-error-mapper.ts

@@ -1,87 +0,0 @@
-import {
-  ApiErrorMapper,
-  type ErrorToApiRule,
-  InternalApiError,
-  ValidationApiError,
-} from "@erp/core/api";
-
-import {
-  InvoiceSeriesConcurrencyError,
-  InvoiceSeriesLockRequiredError,
-  InvoiceSeriesTransactionRequiredError,
-} from "../../../application";
-import {
-  type InvalidInvoiceSeriesCodeError,
-  type InvalidInvoiceSeriesNextNumberError,
-  type InvalidInvoiceSeriesPaddingLengthError,
-  isInvalidInvoiceSeriesCodeError,
-  isInvalidInvoiceSeriesNextNumberError,
-  isInvalidInvoiceSeriesPaddingLengthError,
-} from "../../../domain";
-
-const invalidInvoiceSeriesCodeRule: ErrorToApiRule = {
-  priority: 130,
-  matches: (error) => isInvalidInvoiceSeriesCodeError(error),
-  build: (error) =>
-    new ValidationApiError(
-      (error as InvalidInvoiceSeriesCodeError).message || "Invoice series code is invalid."
-    ),
-};
-
-const invalidInvoiceSeriesNextNumberRule: ErrorToApiRule = {
-  priority: 130,
-  matches: (error) => isInvalidInvoiceSeriesNextNumberError(error),
-  build: (error) =>
-    new ValidationApiError(
-      (error as InvalidInvoiceSeriesNextNumberError).message ||
-        "Invoice series next number is invalid."
-    ),
-};
-
-const invalidInvoiceSeriesPaddingLengthRule: ErrorToApiRule = {
-  priority: 130,
-  matches: (error) => isInvalidInvoiceSeriesPaddingLengthError(error),
-  build: (error) =>
-    new ValidationApiError(
-      (error as InvalidInvoiceSeriesPaddingLengthError).message ||
-        "Invoice series padding length is invalid."
-    ),
-};
-
-const invoiceSeriesTransactionRequiredRule: ErrorToApiRule = {
-  priority: 130,
-  matches: (error) => error instanceof InvoiceSeriesTransactionRequiredError,
-  build: (error) =>
-    new InternalApiError(
-      (error as InvoiceSeriesTransactionRequiredError).message ||
-        "Invoice series operations require an active transaction."
-    ),
-};
-
-const invoiceSeriesLockRequiredRule: ErrorToApiRule = {
-  priority: 130,
-  matches: (error) => error instanceof InvoiceSeriesLockRequiredError,
-  build: (error) =>
-    new InternalApiError(
-      (error as InvoiceSeriesLockRequiredError).message ||
-        "Invoice series row lock requires an active transaction."
-    ),
-};
-
-const invoiceSeriesConcurrencyRule: ErrorToApiRule = {
-  priority: 130,
-  matches: (error) => error instanceof InvoiceSeriesConcurrencyError,
-  build: (error) =>
-    new InternalApiError(
-      (error as InvoiceSeriesConcurrencyError).message ||
-        "Invoice series persistence ended in an unexpected concurrency state."
-    ),
-};
-
-export const invoiceSeriesApiErrorMapper: ApiErrorMapper = ApiErrorMapper.default()
-  .register(invoiceSeriesConcurrencyRule)
-  .register(invoiceSeriesLockRequiredRule)
-  .register(invoiceSeriesTransactionRequiredRule)
-  .register(invalidInvoiceSeriesPaddingLengthRule)
-  .register(invalidInvoiceSeriesNextNumberRule)
-  .register(invalidInvoiceSeriesCodeRule);

modules/customer-invoices/src/api/infrastructure/invoice-series/express/invoice-series.routes.ts

@@ -1,25 +0,0 @@
-import type { StartParams } from "@erp/core/api";
-import { requireIdentityTenant } from "@erp/identity/api";
-import { type NextFunction, type Request, type Response, Router } from "express";
-
-import type { InvoiceSeriesInternalDeps } from "../di/invoice-series.di";
-
-import { ListInvoiceSeriesController } from "./controllers";
-
-export const invoiceSeriesRouter = (params: StartParams) => {
-  const { app, config, getInternal } = params;
-
-  const deps = getInternal<InvoiceSeriesInternalDeps>("customer-invoices", "invoiceSeries");
-
-  const router: Router = Router({ mergeParams: true });
-
-  router.use(...requireIdentityTenant(params));
-
-  router.get("/", (req: Request, res: Response, next: NextFunction) => {
-    const useCase = deps.useCases.listInvoiceSeries();
-    const controller = new ListInvoiceSeriesController(useCase);
-    return controller.execute(req, res, next);
-  });
-
-  app.use(`${config.server.apiBasePath}/catalogs/invoice-series`, router);
-};

modules/customer-invoices/src/api/infrastructure/invoice-series/persistence/sequelize/mappers/index.ts

@@ -1 +0,0 @@
-export * from "./invoice-series-domain.mapper";

modules/customer-invoices/src/api/infrastructure/invoice-series/persistence/sequelize/mappers/invoice-series-domain.mapper.ts

@@ -1,82 +0,0 @@
-import {
-  UniqueID,
-  ValidationErrorCollection,
-  type ValidationErrorDetail,
-  extractOrPushError,
-} from "@repo/rdx-ddd";
-import { Maybe, Result } from "@repo/rdx-utils";
-
-import {
-  type InvalidInvoiceSeriesCodeError,
-  type InvalidInvoiceSeriesNextNumberError,
-  type InvalidInvoiceSeriesPaddingLengthError,
-  InvoiceSeries,
-  InvoiceSeriesCode,
-  type InvoiceSeriesInternalProps,
-  InvoiceSeriesNextNumber,
-  InvoiceSeriesPaddingLength,
-} from "../../../../../domain";
-import type { CustomerInvoiceSeriesModel } from "../../../../common";
-
-export class InvoiceSeriesDomainMapper {
-  public mapToDomain(raw: CustomerInvoiceSeriesModel): Result<InvoiceSeries, Error> {
-    const errors: ValidationErrorDetail[] = [];
-
-    const id = extractOrPushError(UniqueID.create(raw.id), "id", errors);
-    const companyId = extractOrPushError(UniqueID.create(raw.company_id), "company_id", errors);
-
-    const codeResult = InvoiceSeriesCode.create(raw.code);
-    if (codeResult.isFailure) {
-      return Result.fail(codeResult.error as InvalidInvoiceSeriesCodeError);
-    }
-
-    const nextNumberResult = InvoiceSeriesNextNumber.create(raw.next_number);
-    if (nextNumberResult.isFailure) {
-      return Result.fail(nextNumberResult.error as InvalidInvoiceSeriesNextNumberError);
-    }
-
-    const paddingLengthResult = InvoiceSeriesPaddingLength.create(raw.padding_length);
-    if (paddingLengthResult.isFailure) {
-      return Result.fail(paddingLengthResult.error as InvalidInvoiceSeriesPaddingLengthError);
-    }
-
-    if (errors.length > 0) {
-      return Result.fail(
-        new ValidationErrorCollection("Invoice series mapping failed [mapToDomain]", errors)
-      );
-    }
-
-    const props: InvoiceSeriesInternalProps = {
-      companyId: companyId!,
-      code: codeResult.data,
-      nextNumber: nextNumberResult.data,
-      paddingLength: paddingLengthResult.data,
-      isDefault: raw.is_default,
-      isActive: raw.is_active,
-    };
-
-    return Result.ok(InvoiceSeries.rehydrate(props, id!));
-  }
-
-  public mapToPersistence(source: InvoiceSeries) {
-    return Result.ok({
-      id: source.id.toString(),
-      company_id: source.companyId.toString(),
-      code: source.code.toPrimitive(),
-      next_number: source.nextNumber.toPrimitive(),
-      padding_length: source.paddingLength.toPrimitive(),
-      is_default: source.isDefault,
-      is_active: source.isActive,
-    });
-  }
-
-  public mapOptionalToDomain(
-    raw: CustomerInvoiceSeriesModel | null
-  ): Result<Maybe<InvoiceSeries>, Error> {
-    if (!raw) {
-      return Result.ok(Maybe.none<InvoiceSeries>());
-    }
-
-    return this.mapToDomain(raw).map((invoiceSeries) => Maybe.some(invoiceSeries));
-  }
-}

modules/customer-invoices/src/api/infrastructure/invoice-series/persistence/sequelize/repositories/index.ts

@@ -1 +0,0 @@
-export * from "./invoice-series.repository";

modules/customer-invoices/src/api/infrastructure/invoice-series/persistence/sequelize/repositories/invoice-series.repository.ts

@@ -1,136 +0,0 @@
-import { SequelizeRepository, translateSequelizeError } from "@erp/core/api";
-import type { UniqueID } from "@repo/rdx-ddd";
-import { Collection, Result } from "@repo/rdx-utils";
-import type { Sequelize, Transaction } from "sequelize";
-
-import type { IInvoiceSeriesRepository } from "../../../../../application";
-import {
-  InvoiceSeriesConcurrencyError,
-  InvoiceSeriesLockRequiredError,
-  InvoiceSeriesTransactionRequiredError,
-} from "../../../../../application";
-import type { InvoiceSeries, InvoiceSeriesCode } from "../../../../../domain";
-import { CustomerInvoiceSeriesModel } from "../../../../common";
-import type { InvoiceSeriesDomainMapper } from "../mappers";
-
-export class SequelizeInvoiceSeriesRepository
-  extends SequelizeRepository<InvoiceSeries>
-  implements IInvoiceSeriesRepository
-{
-  public constructor(
-    private readonly domainMapper: InvoiceSeriesDomainMapper,
-    database: Sequelize
-  ) {
-    super({ database });
-  }
-
-  public async findActiveByCompany(params: { companyId: UniqueID; transaction?: unknown }) {
-    try {
-      const rows = await CustomerInvoiceSeriesModel.findAll({
-        where: {
-          company_id: params.companyId.toString(),
-          is_active: true,
-        },
-        order: [
-          ["is_default", "DESC"],
-          ["code", "ASC"],
-        ],
-        transaction: params.transaction as Transaction | undefined,
-      });
-
-      const invoiceSeriesRows: InvoiceSeries[] = [];
-
-      for (const row of rows) {
-        const invoiceSeriesResult = this.domainMapper.mapToDomain(row);
-
-        if (invoiceSeriesResult.isFailure) {
-          return Result.fail(invoiceSeriesResult.error);
-        }
-
-        invoiceSeriesRows.push(invoiceSeriesResult.data);
-      }
-
-      return Result.ok(new Collection(invoiceSeriesRows));
-    } catch (error: unknown) {
-      return Result.fail(translateSequelizeError(error));
-    }
-  }
-
-  public async findByCodeInCompany(params: {
-    companyId: UniqueID;
-    invoiceSeriesCode: InvoiceSeriesCode;
-    transaction?: unknown;
-  }) {
-    try {
-      const row = await CustomerInvoiceSeriesModel.findOne({
-        where: {
-          company_id: params.companyId.toString(),
-          code: params.invoiceSeriesCode.toPrimitive(),
-        },
-        transaction: params.transaction as Transaction | undefined,
-      });
-
-      return this.domainMapper.mapOptionalToDomain(row);
-    } catch (error: unknown) {
-      return Result.fail(translateSequelizeError(error));
-    }
-  }
-
-  public async findByCodeInCompanyForUpdate(params: {
-    companyId: UniqueID;
-    invoiceSeriesCode: InvoiceSeriesCode;
-    transaction: unknown;
-  }) {
-    try {
-      const transaction = params.transaction as Transaction;
-
-      if (!transaction) {
-        return Result.fail(new InvoiceSeriesLockRequiredError());
-      }
-
-      const row = await CustomerInvoiceSeriesModel.findOne({
-        where: {
-          company_id: params.companyId.toString(),
-          code: params.invoiceSeriesCode.toPrimitive(),
-        },
-        transaction,
-        lock: transaction.LOCK.UPDATE,
-      });
-
-      return this.domainMapper.mapOptionalToDomain(row);
-    } catch (error: unknown) {
-      return Result.fail(translateSequelizeError(error));
-    }
-  }
-
-  public async update(
-    invoiceSeries: InvoiceSeries,
-    transaction?: unknown
-  ): Promise<Result<void, Error>> {
-    try {
-      if (!transaction) {
-        return Result.fail(new InvoiceSeriesTransactionRequiredError());
-      }
-
-      const dtoResult = this.domainMapper.mapToPersistence(invoiceSeries);
-
-      if (dtoResult.isFailure) {
-        return Result.fail(dtoResult.error);
-      }
-
-      const { id, ...payload } = dtoResult.data;
-      const [affectedRows] = await CustomerInvoiceSeriesModel.update(payload, {
-        where: { id },
-        transaction: transaction as Transaction | undefined,
-      });
-
-      if (affectedRows !== 1) {
-        return Result.fail(new InvoiceSeriesConcurrencyError());
-      }
-
-      return Result.ok();
-    } catch (error: unknown) {
-      return Result.fail(translateSequelizeError(error));
-    }
-  }
-}

modules/customer-invoices/src/api/infrastructure/issued-invoices/di/issued-invoice-public-services.ts

@@ -1,5 +1,6 @@
 import type { SetupParams } from "@erp/core/api";
 import { buildCatalogs } from "@erp/core/api";
+import type { DocumentSeriesPublicServicesType } from "@erp/document-series/api";
 import type { UniqueID } from "@repo/rdx-ddd";
 import { Result } from "@repo/rdx-utils";
 
@@ -9,9 +10,9 @@ import {
   type IIssuedInvoiceServicesContext,
   buildIssuedInvoiceCreator,
 } from "../../../application/issued-invoices";
-import { buildInvoiceSeriesNumberAssigner } from "../../../application/invoice-series";
+import type { IInvoiceSeriesNumberAssigner } from "../../../application/invoice-series";
+import { InvoiceNumber, InvoiceSerie } from "../../../domain";
 
-import { buildInvoiceSeriesRepository } from "../../invoice-series";
 import { buildV2IssuedInvoicePersistence } from "./issued-invoice-persistence.di";
 import type { IssuedInvoicesInternalDeps } from "./issued-invoices.di";
 
@@ -23,11 +24,46 @@ export function buildIssuedInvoicePublicServices(
 
   // Infrastructure
   const catalogs = buildCatalogs();
+  const documentSeriesServices =
+    params.getService<DocumentSeriesPublicServicesType>("document-series:general");
   // Fase 1C: la emision ya persiste en `issued_invoices` y relaciona Verifactu por `issued_invoice_id`.
   const persistence = buildV2IssuedInvoicePersistence({ catalogs, database });
   const { repository } = persistence;
-  const invoiceSeriesRepository = buildInvoiceSeriesRepository(database);
-  const invoiceSeriesNumberAssigner = buildInvoiceSeriesNumberAssigner(invoiceSeriesRepository);
+  const invoiceSeriesNumberAssigner: IInvoiceSeriesNumberAssigner = {
+    assignNextNumber: async ({ companyId, invoiceSeriesCode, transaction }) => {
+      const requestedSeriesCode = invoiceSeriesCode
+        .map((series) => series.toPrimitive())
+        .unwrapOr(null);
+
+      const assignResult = await documentSeriesServices.assignNextNumber({
+        companyId: companyId.toString(),
+        documentType: "issued_invoice",
+        seriesCode: requestedSeriesCode,
+        transaction,
+      });
+
+      if (assignResult.isFailure) {
+        return Result.fail(assignResult.error);
+      }
+
+      const invoiceNumberResult = InvoiceNumber.create(assignResult.data.number);
+      if (invoiceNumberResult.isFailure) {
+        return Result.fail(invoiceNumberResult.error);
+      }
+
+      const assignedSeriesResult = InvoiceSerie.create(assignResult.data.series_code);
+      if (assignedSeriesResult.isFailure) {
+        return Result.fail(assignedSeriesResult.error);
+      }
+
+        return Result.ok({
+          invoiceNumber: invoiceNumberResult.data,
+          formattedNumber: assignResult.data.reference,
+          invoiceSeriesId: assignResult.data.series_id,
+          invoiceSeriesCode: assignedSeriesResult.data,
+        });
+    },
+  };
 
   // Application helpers
   const creator = buildIssuedInvoiceCreator({ invoiceSeriesNumberAssigner, repository });

modules/customer-invoices/src/api/infrastructure/proformas/di/proforma-number-generator-v2.di.ts

@@ -1,5 +1,8 @@
+import type { DocumentSeriesPublicServicesType } from "@erp/document-series/api";
+
 import type { IProformaNumberGenerator } from "../../../application";
 import { SequelizeProformaV2NumberGenerator } from "../persistence";
 
-export const buildV2ProformaNumberGenerator = (): IProformaNumberGenerator =>
-  new SequelizeProformaV2NumberGenerator();
+export const buildV2ProformaNumberGenerator = (
+  documentSeriesServices: DocumentSeriesPublicServicesType
+): IProformaNumberGenerator => new SequelizeProformaV2NumberGenerator(documentSeriesServices);

modules/customer-invoices/src/api/infrastructure/proformas/di/proforma-persistence.di.ts

@@ -1,3 +1,4 @@
+import type { DocumentSeriesPublicServicesType } from "@erp/document-series/api";
 import type { Sequelize } from "sequelize";
 
 import { buildV2ProformaNumberGenerator } from "./proforma-number-generator-v2.di";
@@ -9,6 +10,7 @@ import { buildProformaRepositoryV2 } from "./proforma-repositories-v2.di";
 
 type BuildProformaPersistenceParams = {
   database: Sequelize;
+  documentSeriesServices: DocumentSeriesPublicServicesType;
 };
 
 /*export type LegacyProformaPersistence = {
@@ -53,6 +55,6 @@ export const buildV2ProformaPersistence = (
       database: params.database,
       mappers,
     }),
-    numberGenerator: buildV2ProformaNumberGenerator(),
+    numberGenerator: buildV2ProformaNumberGenerator(params.documentSeriesServices),
   };
 };

modules/customer-invoices/src/api/infrastructure/proformas/di/proforma-public-services.ts

@@ -1,4 +1,5 @@
 import type { SetupParams } from "@erp/core/api";
+import type { DocumentSeriesPublicServicesType } from "@erp/document-series/api";
 import type { UniqueID } from "@repo/rdx-ddd";
 import { Result } from "@repo/rdx-utils";
 import type { Transaction } from "sequelize";
@@ -17,6 +18,8 @@ import type { Proforma } from "../../../domain";
 import { buildV2ProformaPersistence } from "./proforma-persistence.di";
 import type { ProformasInternalDeps } from "./proformas.di";
 import { resolveProformaCatalogsDeps } from "./proforrma-catalog-deps.di";
+import { DocumentSeriesProformaSeriesValidator } from "../services/document-series-proforma-series-validator";
+import { DocumentSeriesProformaTargetInvoiceSeriesValidator } from "../services/document-series-proforma-target-invoice-series-validator";
 
 type ProformaServicesContext = {
   transaction: Transaction;
@@ -48,6 +51,8 @@ export function buildProformaPublicServices(
   const { database } = params;
 
   const catalogs = resolveProformaCatalogsDeps(params);
+  const documentSeriesServices =
+    params.getService<DocumentSeriesPublicServicesType>("document-series:general");
 
   /**
    * Fase 1C: los servicios publicos ya consumen Proforma V2.
@@ -55,6 +60,7 @@ export function buildProformaPublicServices(
    */
   const persistence = buildV2ProformaPersistence({
     database,
+    documentSeriesServices,
   });
   const { repository, numberGenerator: numberService } = persistence;
   const finder = buildProformaFinder(repository);
@@ -72,12 +78,20 @@ export function buildProformaPublicServices(
   });
 
   const snapshotBuilders = buildProformaSnapshotBuilders();
+  const proformaSeriesValidator = new DocumentSeriesProformaSeriesValidator(
+    documentSeriesServices
+  );
+  const targetInvoiceSeriesValidator = new DocumentSeriesProformaTargetInvoiceSeriesValidator(
+    documentSeriesServices
+  );
 
   const creator = buildProformaCreator({
     repository,
     numberService,
     taxResolver: catalogResolvers.taxResolver,
     paymentResolver: catalogResolvers.paymentResolver,
+    proformaSeriesValidator,
+    targetInvoiceSeriesValidator,
   });
 
   return {

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 { DocumentSeriesPublicServicesType } from "@erp/document-series/api";
 
 import type { ICompanyPublicServices } from "../../../../../../companies/src/api";
 import {
@@ -32,6 +33,8 @@ import {
   buildUpdateProformaUseCase,
 } from "../../../application";
 import { CompanyReportProfileFinder } from "../adapters/company-report-profile-finder";
+import { DocumentSeriesProformaSeriesValidator } from "../services/document-series-proforma-series-validator";
+import { DocumentSeriesProformaTargetInvoiceSeriesValidator } from "../services/document-series-proforma-target-invoice-series-validator";
 
 import { buildProformaDocumentServices } from "./proforma-documents.di";
 import { buildV2ProformaPersistence } from "./proforma-persistence.di";
@@ -62,6 +65,8 @@ export function buildProformasDependencies(params: ModuleParams): ProformasInter
 
   const catalogs = resolveProformaCatalogsDeps(params);
   const companiesServices = params.getService<ICompanyPublicServices>("companies:general");
+  const documentSeriesServices =
+    params.getService<DocumentSeriesPublicServicesType>("document-series:general");
 
   const transactionManager = buildTransactionManager(database);
   /**
@@ -70,6 +75,7 @@ export function buildProformasDependencies(params: ModuleParams): ProformasInter
    */
   const persistence = buildV2ProformaPersistence({
     database,
+    documentSeriesServices,
   });
   const { repository, numberGenerator: proformaNumberService } = persistence;
 
@@ -89,18 +95,27 @@ export function buildProformasDependencies(params: ModuleParams): ProformasInter
   });
 
   const finder = buildProformaFinder(repository);
+  const proformaSeriesValidator = new DocumentSeriesProformaSeriesValidator(
+    documentSeriesServices
+  );
+  const targetInvoiceSeriesValidator = new DocumentSeriesProformaTargetInvoiceSeriesValidator(
+    documentSeriesServices
+  );
 
   const creator = buildProformaCreator({
     taxResolver: catalogResolvers.taxResolver,
     paymentResolver: catalogResolvers.paymentResolver,
     numberService: proformaNumberService,
     repository,
+    proformaSeriesValidator,
+    targetInvoiceSeriesValidator,
   });
 
   const updater = buildProformaUpdater({
     repository,
     taxResolver: catalogResolvers.taxResolver,
     paymentResolver: catalogResolvers.paymentResolver,
+    targetInvoiceSeriesValidator,
   });
 
   const statusChanger = buildProformaStatusChanger({

modules/customer-invoices/src/api/infrastructure/proformas/persistence/sequelize/mappers/domain/sequelize-proforma-domain.mapper.ts

@@ -11,7 +11,7 @@ import {
   maybeFromNullableResult,
   maybeToNullable,
 } from "@repo/rdx-ddd";
-import { Result } from "@repo/rdx-utils";
+import { Maybe, Result } from "@repo/rdx-utils";
 
 import {
   InvoiceNumber,
@@ -244,6 +244,8 @@ export class SequelizeProformaDomainMapper extends SequelizeDomainMapper<
         companyId: attributes.companyId!,
 
         status: attributes.status!,
+        documentSeriesId: Maybe.none(),
+        proformaNumber: Maybe.some(attributes.invoiceNumber!),
         series: attributes.series!,
         proformaReference: attributes.invoiceNumber!,
         proformaDate: attributes.invoiceDate!,

modules/customer-invoices/src/api/infrastructure/proformas/persistence/sequelize/mappers/domain/sequelize-proforma-v2-domain.mapper.ts

@@ -50,6 +50,11 @@ export class SequelizeProformaV2DomainMapper extends SequelizeDomainMapper<
     const companyId = extractOrPushError(UniqueID.create(raw.company_id), "company_id", errors);
     const customerId = extractOrPushError(UniqueID.create(raw.customer_id), "customer_id", errors);
     const status = extractOrPushError(InvoiceStatus.create(raw.status), "status", errors);
+    const documentSeriesId = extractOrPushError(
+      maybeFromNullableResult(raw.document_series_id, (value) => Result.ok(String(value))),
+      "document_series_id",
+      errors
+    );
     const series = extractOrPushError(
       maybeFromNullableResult(raw.target_invoice_series_code, (value) =>
         InvoiceSerie.create(value)
@@ -57,6 +62,11 @@ export class SequelizeProformaV2DomainMapper extends SequelizeDomainMapper<
       "target_invoice_series_code",
       errors
     );
+    const proformaNumber = extractOrPushError(
+      maybeFromNullableResult(raw.proforma_number, (value) => InvoiceNumber.create(value)),
+      "proforma_number",
+      errors
+    );
     const invoiceNumber = extractOrPushError(
       InvoiceNumber.create(raw.proforma_reference),
       "proforma_reference",
@@ -125,6 +135,8 @@ export class SequelizeProformaV2DomainMapper extends SequelizeDomainMapper<
       companyId,
       customerId,
       status,
+      documentSeriesId,
+      proformaNumber,
       series,
       invoiceNumber,
       invoiceDate,
@@ -173,6 +185,8 @@ export class SequelizeProformaV2DomainMapper extends SequelizeDomainMapper<
       const invoiceProps: ProformaInternalProps = {
         companyId: attributes.companyId!,
         status: attributes.status!,
+        documentSeriesId: attributes.documentSeriesId!,
+        proformaNumber: attributes.proformaNumber!,
         series: attributes.series!,
         proformaReference: attributes.invoiceNumber!,
         proformaDate: attributes.invoiceDate!,
@@ -235,6 +249,8 @@ export class SequelizeProformaV2DomainMapper extends SequelizeDomainMapper<
 
       // Flags / estado / serie / número
       status: source.status.toPrimitive(),
+      document_series_id: maybeToNullable(source.documentSeriesId, (value) => value),
+      proforma_number: maybeToNullable(source.proformaNumber, (value) => value.toPrimitive()),
       proforma_reference: source.proformaReference.toPrimitive(),
       proforma_date: source.invoiceDate.toPrimitive(),
       operation_date: maybeToNullable(source.operationDate, (v) => v.toPrimitive()),

modules/customer-invoices/src/api/infrastructure/proformas/persistence/sequelize/services/sequelize-proforma-v2-number-generator.service.ts

@@ -1,74 +1,40 @@
+import type { DocumentSeriesPublicServicesType } from "@erp/document-series/api";
 import type { UniqueID } from "@repo/rdx-ddd";
 import { type Maybe, Result } from "@repo/rdx-utils";
-import type { Transaction, WhereOptions } from "sequelize";
+import type { Transaction } from "sequelize";
 
 import type { IProformaNumberGenerator } from "../../../../../application/proformas";
-import { InvoiceNumber, type InvoiceSerie } from "../../../../../domain";
-import { ProformaModel } from "../../../../common/persistence";
+import type { InvoiceSerie } from "../../../../../domain";
 
 /**
- * Numeracion V2 basada en la tabla fisica `proformas`.
- * Queda preparada para el cutover, pero no debe activarse mientras legacy siga en produccion.
+ * Adapter V2 para delegar la numeracion de proformas en document-series.
  */
 export class SequelizeProformaV2NumberGenerator implements IProformaNumberGenerator {
-  private static readonly PREFIX = "PF-";
-  private static readonly DIGITS = 4;
+  public constructor(
+    private readonly documentSeriesServices: DocumentSeriesPublicServicesType
+  ) {}
 
   public async getNextForCompany(
     companyId: UniqueID,
-    _series: Maybe<InvoiceSerie>,
+    proformaSeriesCode: Maybe<InvoiceSerie>,
     transaction: Transaction
-  ): Promise<Result<InvoiceNumber, Error>> {
-    const where: WhereOptions = {
-      company_id: companyId.toString(),
-    };
-
-    try {
-      const existingInvoices = await ProformaModel.findAll({
-        attributes: ["proforma_reference"],
-        where,
-        transaction,
-        raw: true,
-        lock: transaction.LOCK.UPDATE,
-      });
-
-      const maxSequence = existingInvoices.reduce((max, currentInvoice) => {
-        const currentSequence = this.extractSequence(currentInvoice.proforma_reference);
-        return Math.max(max, currentSequence);
-      }, 0);
-
-      const nextValue = this.formatSequence(maxSequence + 1);
-
-      const numberResult = InvoiceNumber.create(nextValue);
-      if (numberResult.isFailure) {
-        return Result.fail(numberResult.error);
+  ) {
+    return this.documentSeriesServices.assignNextNumber({
+      companyId: companyId.toString(),
+      documentType: "proforma",
+      seriesCode: proformaSeriesCode.getOrUndefined()?.toPrimitive() ?? null,
+      transaction,
+    }).then((assignmentResult) => {
+      if (assignmentResult.isFailure) {
+        return Result.fail(assignmentResult.error);
       }
 
-      return Result.ok(numberResult.data);
-    } catch (error) {
-      return Result.fail(
-        new Error(
-          `Error generating proforma number for company ${companyId}: ${(error as Error).message}`
-        )
-      );
-    }
-  }
-
-  private extractSequence(invoiceNumber: string): number {
-    const normalized = invoiceNumber.trim().toUpperCase();
-
-    if (normalized.startsWith(SequelizeProformaV2NumberGenerator.PREFIX)) {
-      const suffix = normalized.slice(SequelizeProformaV2NumberGenerator.PREFIX.length);
-      const parsed = Number(suffix);
-      return Number.isFinite(parsed) && parsed > 0 ? parsed : 0;
-    }
-
-    const parsed = Number(normalized);
-    return Number.isFinite(parsed) && parsed > 0 ? parsed : 0;
-  }
-
-  private formatSequence(sequence: number): string {
-    const padded = String(sequence).padStart(SequelizeProformaV2NumberGenerator.DIGITS, "0");
-    return `${SequelizeProformaV2NumberGenerator.PREFIX}${padded}`;
+      return Result.ok({
+        documentSeriesId: assignmentResult.data.series_id,
+        documentSeriesCode: assignmentResult.data.series_code,
+        number: assignmentResult.data.number,
+        reference: assignmentResult.data.reference,
+      });
+    });
   }
 }

modules/customer-invoices/src/api/infrastructure/proformas/services/document-series-proforma-series-validator.ts

@@ -0,0 +1,51 @@
+import type { DocumentSeriesPublicServicesType } from "@erp/document-series/api";
+import { DomainValidationError } from "@repo/rdx-ddd";
+import { type Maybe, Result } from "@repo/rdx-utils";
+
+import type {
+  EnsureValidProformaSeriesParams,
+  ProformaSeriesValidator,
+} from "../../../application";
+import type { InvoiceSerie } from "../../../domain";
+
+export class DocumentSeriesProformaSeriesValidator implements ProformaSeriesValidator {
+  public constructor(private readonly documentSeriesServices: DocumentSeriesPublicServicesType) {}
+
+  public async ensureValidProformaSeries(
+    params: EnsureValidProformaSeriesParams
+  ): Promise<Result<void, Error>> {
+    const proformaSeriesCode = this.normalize(params.proformaSeriesCode);
+
+    if (proformaSeriesCode === null) {
+      return Result.ok();
+    }
+
+    const listResult = await this.documentSeriesServices.listActiveSeries({
+      companyId: params.companyId.toString(),
+      documentType: "proforma",
+      transaction: params.transaction,
+    });
+
+    if (listResult.isFailure) {
+      return Result.fail(listResult.error);
+    }
+
+    const exists = listResult.data.some((series) => series.code === proformaSeriesCode);
+
+    if (!exists) {
+      return Result.fail(
+        new DomainValidationError(
+          "INVALID_PROFORMA_SERIES_CODE",
+          "proforma_series_code",
+          "Proforma series code must reference an active proforma series"
+        )
+      );
+    }
+
+    return Result.ok();
+  }
+
+  private normalize(proformaSeriesCode: Maybe<InvoiceSerie>): string | null {
+    return proformaSeriesCode.isSome() ? proformaSeriesCode.unwrap().toPrimitive() : null;
+  }
+}

modules/customer-invoices/src/api/infrastructure/proformas/services/document-series-proforma-target-invoice-series-validator.ts

@@ -0,0 +1,53 @@
+import type { DocumentSeriesPublicServicesType } from "@erp/document-series/api";
+import { DomainValidationError } from "@repo/rdx-ddd";
+import { type Maybe, Result } from "@repo/rdx-utils";
+
+import type {
+  EnsureValidIssuedInvoiceSeriesParams,
+  ProformaTargetInvoiceSeriesValidator,
+} from "../../../application";
+import type { InvoiceSerie } from "../../../domain";
+
+export class DocumentSeriesProformaTargetInvoiceSeriesValidator
+  implements ProformaTargetInvoiceSeriesValidator
+{
+  public constructor(private readonly documentSeriesServices: DocumentSeriesPublicServicesType) {}
+
+  public async ensureValidIssuedInvoiceSeries(
+    params: EnsureValidIssuedInvoiceSeriesParams
+  ): Promise<Result<void, Error>> {
+    const targetInvoiceSeriesCode = this.normalize(params.targetInvoiceSeriesCode);
+
+    if (targetInvoiceSeriesCode === null) {
+      return Result.ok();
+    }
+
+    const listResult = await this.documentSeriesServices.listActiveSeries({
+      companyId: params.companyId.toString(),
+      documentType: "issued_invoice",
+      transaction: params.transaction,
+    });
+
+    if (listResult.isFailure) {
+      return Result.fail(listResult.error);
+    }
+
+    const exists = listResult.data.some((series) => series.code === targetInvoiceSeriesCode);
+
+    if (!exists) {
+      return Result.fail(
+        new DomainValidationError(
+          "INVALID_TARGET_INVOICE_SERIES_CODE",
+          "target_invoice_series_code",
+          "Target invoice series code must reference an active issued_invoice series"
+        )
+      );
+    }
+
+    return Result.ok();
+  }
+
+  private normalize(targetInvoiceSeriesCode: Maybe<InvoiceSerie>): string | null {
+    return targetInvoiceSeriesCode.isSome() ? targetInvoiceSeriesCode.unwrap().toPrimitive() : null;
+  }
+}

modules/customer-invoices/src/common/dto/request/proformas/create-proforma.request.dto.ts

@@ -29,7 +29,8 @@ export const CreateProformaRequestSchema = z.object({
   id: z.uuid(),
 
   proforma_reference: z.string().nullable().optional(),
-  series: z.string().nullable(),
+  proforma_series_code: z.string().nullable().optional(),
+  target_invoice_series_code: z.string().nullable().optional(),
 
   proforma_date: IsoDateSchema,
   operation_date: IsoDateSchema.nullable().optional(),
@@ -49,7 +50,7 @@ export const CreateProformaRequestSchema = z.object({
   payment_term_id: z.uuid().nullable().optional(),
   tax_regime_code: z.string().nullable().optional(),
 
-  items: z.array(CreateProformaItemRequestSchema),
+  items: z.array(CreateProformaItemRequestSchema).optional(),
 });
 
 export type CreateProformaRequestDTO = z.infer<typeof CreateProformaRequestSchema>;

modules/customer-invoices/src/common/dto/request/proformas/update-proforma-by-id.request.dto.ts

@@ -35,7 +35,7 @@ export const UpdateProformaByIdParamsRequestSchema = z.object({
 });
 
 export const UpdateProformaByIdRequestSchema = z.object({
-  series: z.string().nullable().optional(),
+  target_invoice_series_code: z.string().nullable().optional(),
 
   proforma_date: IsoDateSchema.optional(),
   operation_date: IsoDateSchema.nullable().optional(),

modules/customer-invoices/src/common/dto/response/index.ts

@@ -1,3 +1,2 @@
-export * from "./invoice-series";
 export * from "./issued-invoices";
 export * from "./proformas";

modules/customer-invoices/src/common/dto/response/invoice-series/index.ts

@@ -1 +0,0 @@
-export * from "./list-invoice-series.response.dto";

modules/customer-invoices/src/common/dto/response/invoice-series/list-invoice-series.response.dto.ts

@@ -1,9 +0,0 @@
-import { z } from "zod/v4";
-
-import { InvoiceSeriesSummarySchema } from "../../shared/invoice-series";
-
-export const ListInvoiceSeriesResponseSchema = z.object({
-  items: z.array(InvoiceSeriesSummarySchema),
-});
-
-export type ListInvoiceSeriesResponseDTO = z.infer<typeof ListInvoiceSeriesResponseSchema>;

modules/customer-invoices/src/common/dto/response/proformas/get-proforma-by-id.response.dto.ts

@@ -26,6 +26,7 @@ export const GetProformaByIdResponseSchema = z.object({
 
   proforma_reference: z.string(),
   status: ProformaStatusSchema,
+  target_invoice_series_code: z.string().nullable(),
   series: z.string().nullable(),
 
   proforma_date: IsoDateSchema,

modules/customer-invoices/src/common/dto/shared/index.ts

@@ -1,5 +1,4 @@
 export * from "./issued-invoices";
-export * from "./invoice-series";
 export * from "./item-position.dto";
 export * from "./payment-method-ref.dto";
 export * from "./payment-term-ref.dto";

modules/customer-invoices/src/common/dto/shared/invoice-series/index.ts

@@ -1 +0,0 @@
-export * from "./invoice-series-summary.dto";

modules/customer-invoices/src/common/dto/shared/invoice-series/invoice-series-summary.dto.ts

@@ -1,11 +0,0 @@
-import { z } from "zod/v4";
-
-export const InvoiceSeriesSummarySchema = z.object({
-  id: z.uuid(),
-  code: z.string(),
-  next_number: z.number().int().nonnegative(),
-  padding_length: z.number().int().nonnegative(),
-  is_default: z.boolean(),
-});
-
-export type InvoiceSeriesSummaryDTO = z.infer<typeof InvoiceSeriesSummarySchema>;

modules/customer-invoices/src/common/dto/shared/proforma/proforma-summary.dto.ts

@@ -10,6 +10,7 @@ export const ProformaSummarySchema = z.object({
 
   proforma_reference: z.string(),
   status: ProformaStatusSchema,
+  target_invoice_series_code: z.string().nullable(),
   series: z.string().nullable(),
 
   proforma_date: IsoDateSchema,

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

@@ -267,7 +267,7 @@
         "placeholder": "",
         "description": ""
       },
-      "invoice_date": {
+      "proforma_date": {
         "label": "Proforma date",
         "placeholder": "Select a date",
         "description": "Proforma date"

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

@@ -259,8 +259,8 @@
         "placeholder": "",
         "description": ""
       },
-      "invoice_date": {
-        "label": "Fecha",
+      "proforma_date": {
+        "label": "Fecha de la proforma",
         "placeholder": "Selecciona una fecha",
         "description": "Fecha de emisión de la proforma"
       },

modules/customer-invoices/src/web/proformas/create/adapters/build-create-proforma-params.ts

@@ -12,7 +12,8 @@ export const buildCreateProformaParams = (
     data: {
       id: proformaId,
       proforma_reference: "",
-      series: formData.series.trim() || null,
+      proforma_series_code: formData.proformaSeriesCode.trim() || null,
+      target_invoice_series_code: formData.targetInvoiceSeriesCode.trim() || null,
       proforma_date: formData.proformaDate,
       customer_id: formData.customerId,
       language_code: formData.languageCode,
@@ -21,7 +22,6 @@ export const buildCreateProformaParams = (
       payment_method_id: null,
       payment_term_id: null,
       tax_regime_code: null,
-      items: [],
     },
   };
 };

modules/customer-invoices/src/web/proformas/create/controllers/use-create-proforma-controller.ts

@@ -19,8 +19,8 @@ import type { FieldErrors } from "react-hook-form";
 import { useTranslation } from "../../../i18n";
 import type { Proforma } from "../../shared";
 import {
-  buildInvoiceSeriesSelectItems,
-  useInvoiceSeriesQuery,
+  buildDocumentSeriesSelectItems,
+  useDocumentSeriesQuery,
   useProformaCreateMutation,
 } from "../../shared";
 import { buildCreateProformaParams } from "../adapters";
@@ -55,7 +55,8 @@ export const useCreateProformaController = (options?: UseCreateProformaControlle
     error: createError,
   } = useProformaCreateMutation();
 
-  const seriesQuery = useInvoiceSeriesQuery();
+  const proformaSeriesQuery = useDocumentSeriesQuery("proforma");
+  const targetInvoiceSeriesQuery = useDocumentSeriesQuery("issued_invoice");
 
   const initialValues = useMemo<ProformaCreateForm>(() => buildProformaCreateDefault(), []);
 
@@ -65,27 +66,35 @@ export const useCreateProformaController = (options?: UseCreateProformaControlle
     disabled: isCreating,
   });
 
-  const seriesOptions = useMemo(
-    () => buildInvoiceSeriesSelectItems(seriesQuery.data ?? []),
-    [seriesQuery.data]
+  const proformaSeriesOptions = useMemo(
+    () => buildDocumentSeriesSelectItems(proformaSeriesQuery.data ?? []),
+    [proformaSeriesQuery.data]
   );
 
-  const defaultSeries = useMemo(() => {
-    const invoiceSeries = seriesQuery.data ?? [];
+  const targetInvoiceSeriesOptions = useMemo(
+    () => [
+      { value: "", label: "Automática" },
+      ...buildDocumentSeriesSelectItems(targetInvoiceSeriesQuery.data ?? []),
+    ],
+    [targetInvoiceSeriesQuery.data]
+  );
+
+  const defaultProformaSeries = useMemo(() => {
+    const invoiceSeries = proformaSeriesQuery.data ?? [];
 
     return invoiceSeries.find((series) => series.isDefault)?.code ?? invoiceSeries[0]?.code ?? "";
-  }, [seriesQuery.data]);
+  }, [proformaSeriesQuery.data]);
 
   useEffect(() => {
-    if (form.getValues("series")) return;
-    if (!defaultSeries) return;
+    if (form.getValues("proformaSeriesCode")) return;
+    if (!defaultProformaSeries) return;
 
-    form.setValue("series", defaultSeries, {
+    form.setValue("proformaSeriesCode", defaultProformaSeries, {
       shouldDirty: false,
       shouldTouch: false,
       shouldValidate: true,
     });
-  }, [defaultSeries, form]);
+  }, [defaultProformaSeries, form]);
 
   const setCustomer = (customer: CustomerSelectionOption) => {
     setSelectedCustomer(customer);
@@ -128,7 +137,7 @@ export const useCreateProformaController = (options?: UseCreateProformaControlle
         form.reset(
           {
             ...buildProformaCreateDefault(),
-            series: formData.series,
+            proformaSeriesCode: formData.proformaSeriesCode,
           },
           { keepDirty: false }
         );
@@ -179,9 +188,11 @@ export const useCreateProformaController = (options?: UseCreateProformaControlle
     selectedCustomer,
     setCustomer,
     clearCustomer,
-    seriesOptions,
-    isSeriesLoading: seriesQuery.isLoading,
-    isSeriesLoadError: seriesQuery.isError,
-    seriesLoadError: seriesQuery.error,
+    proformaSeriesOptions,
+    targetInvoiceSeriesOptions,
+    isProformaSeriesLoading: proformaSeriesQuery.isLoading,
+    isTargetInvoiceSeriesLoading: targetInvoiceSeriesQuery.isLoading,
+    isSeriesLoadError: proformaSeriesQuery.isError || targetInvoiceSeriesQuery.isError,
+    seriesLoadError: proformaSeriesQuery.error ?? targetInvoiceSeriesQuery.error,
   };
 };

modules/customer-invoices/src/web/proformas/create/entities/proforma-create-form.entity.ts

@@ -1,7 +1,8 @@
 export interface ProformaCreateForm {
   customerId: string;
   proformaDate: string;
-  series: string;
+  proformaSeriesCode: string;
+  targetInvoiceSeriesCode: string;
   languageCode: string;
   currencyCode: string;
 }

modules/customer-invoices/src/web/proformas/create/entities/proforma-create-form.schema.ts

@@ -8,7 +8,8 @@ export const ProformaCreateFormSchema = z.object({
     .string()
     .min(1, "Introduce una fecha válida.")
     .regex(ISO_DATE_PATTERN, "Introduce una fecha válida."),
-  series: z.string(),
+  proformaSeriesCode: z.string(),
+  targetInvoiceSeriesCode: z.string(),
   languageCode: z.string().min(1),
   currencyCode: z.string().min(1),
 });

modules/customer-invoices/src/web/proformas/create/ui/blocks/proforma-create-auto-applied-info.tsx

@@ -7,10 +7,10 @@ export const ProformaCreateAutoAppliedInfo = () => {
         <AlertCircleIcon className="mt-0.5 size-5 text-blue-600" />
         <div className="space-y-2">
           <div>
-            <h2 className="text-lg font-semibold">Se aplicará automáticamente</h2>
+            <h2 className="text-lg font-semibold">Se preparará automáticamente</h2>
             <p className="text-sm text-slate-600">
-              Los siguientes datos se tomarán del cliente o de la configuración de empresa y
-              podrás modificarlos después en la edición.
+              Estos valores iniciales se tomarán del cliente o de la configuración de empresa.
+              Podrás revisarlos y modificarlos después en la edición.
             </p>
           </div>
 
@@ -45,8 +45,8 @@ export const ProformaCreateAutoAppliedInfo = () => {
             <div>
               <p className="font-medium">Fiscalidad inicial</p>
               <p className="text-sm text-slate-600">
-                La fiscalidad se tomará del cliente o de la configuración de empresa y podrás
-                modificarla después en la edición.
+                Se tomará del cliente o de la configuración de empresa. Los impuestos no se
+                calcularán hasta que añadas líneas a la proforma.
               </p>
             </div>
           </div>

modules/customer-invoices/src/web/proformas/create/ui/blocks/proforma-create-customer-field.tsx

@@ -8,6 +8,7 @@ import type { ProformaCreateForm } from "../../entities";
 
 interface ProformaCreateCustomerFieldProps {
   disabled?: boolean;
+  className?: string;
   selectedCustomer?: CustomerSelectionOption | null;
   onSelectCustomer: () => void;
   onClearCustomer: () => void;
@@ -15,6 +16,7 @@ interface ProformaCreateCustomerFieldProps {
 
 export const ProformaCreateCustomerField = ({
   disabled = false,
+  className,
   selectedCustomer,
   onSelectCustomer,
   onClearCustomer,
@@ -28,7 +30,7 @@ export const ProformaCreateCustomerField = ({
       control={control}
       name="customerId"
       render={({ fieldState }) => (
-        <Field className="gap-1" data-invalid={fieldState.invalid}>
+        <Field className={cn("gap-1", className)} data-invalid={fieldState.invalid}>
           <label className="text-sm font-medium leading-none" htmlFor={triggerId}>
             Cliente <span className="text-destructive">*</span>
           </label>
@@ -46,7 +48,9 @@ export const ProformaCreateCustomerField = ({
               variant="outline"
             >
               <span className="truncate">
-                {selectedCustomer?.name || selectedCustomer?.tradeName || "Buscar o seleccionar cliente..."}
+                {selectedCustomer?.name ||
+                  selectedCustomer?.tradeName ||
+                  "Buscar o seleccionar cliente..."}
               </span>
               <ChevronsUpDownIcon className="ml-2 size-4 shrink-0 opacity-60" />
             </Button>

modules/customer-invoices/src/web/proformas/create/ui/blocks/proforma-create-form.tsx

@@ -9,24 +9,28 @@ import { ProformaCreateInitialInfoCard } from "./proforma-create-initial-info-ca
 interface ProformaCreateFormProps {
   formId: string;
   isSubmitting: boolean;
-  isSeriesLoading?: boolean;
+  isProformaSeriesLoading?: boolean;
+  isTargetInvoiceSeriesLoading?: boolean;
   onSubmit: React.SubmitEventHandler<HTMLFormElement>;
   selectedCustomer?: CustomerSelectionOption | null;
   onSelectCustomer: () => void;
   onClearCustomer: () => void;
-  seriesOptions: { value: string; label: string }[];
+  proformaSeriesOptions: { value: string; label: string }[];
+  targetInvoiceSeriesOptions: { value: string; label: string }[];
   className?: string;
 }
 
 export const ProformaCreateForm = ({
   formId,
   isSubmitting,
-  isSeriesLoading = false,
+  isProformaSeriesLoading = false,
+  isTargetInvoiceSeriesLoading = false,
   onSubmit,
   selectedCustomer,
   onSelectCustomer,
   onClearCustomer,
-  seriesOptions,
+  proformaSeriesOptions,
+  targetInvoiceSeriesOptions,
   className,
 }: ProformaCreateFormProps) => {
   return (
@@ -35,11 +39,13 @@ export const ProformaCreateForm = ({
         <div className="space-y-6">
           <ProformaCreateInitialInfoCard
             disabled={isSubmitting}
-            isSeriesLoading={isSeriesLoading}
+            isProformaSeriesLoading={isProformaSeriesLoading}
+            isTargetInvoiceSeriesLoading={isTargetInvoiceSeriesLoading}
             onClearCustomer={onClearCustomer}
             onSelectCustomer={onSelectCustomer}
+            proformaSeriesOptions={proformaSeriesOptions}
             selectedCustomer={selectedCustomer}
-            seriesOptions={seriesOptions}
+            targetInvoiceSeriesOptions={targetInvoiceSeriesOptions}
           />
 
           <ProformaCreateAutoAppliedInfo />

modules/customer-invoices/src/web/proformas/create/ui/blocks/proforma-create-initial-info-card.tsx

@@ -14,35 +14,38 @@ import { ProformaCreateCustomerField } from "./proforma-create-customer-field";
 
 interface ProformaCreateInitialInfoCardProps {
   disabled?: boolean;
-  isSeriesLoading?: boolean;
+  isProformaSeriesLoading?: boolean;
+  isTargetInvoiceSeriesLoading?: boolean;
   selectedCustomer?: CustomerSelectionOption | null;
   onSelectCustomer: () => void;
   onClearCustomer: () => void;
-  seriesOptions: SelectFieldItem[];
+  proformaSeriesOptions: SelectFieldItem[];
+  targetInvoiceSeriesOptions: SelectFieldItem[];
 }
 
 export const ProformaCreateInitialInfoCard = ({
   disabled = false,
-  isSeriesLoading = false,
+  isProformaSeriesLoading = false,
+  isTargetInvoiceSeriesLoading = false,
   selectedCustomer,
   onSelectCustomer,
   onClearCustomer,
-  seriesOptions,
+  proformaSeriesOptions,
+  targetInvoiceSeriesOptions,
 }: ProformaCreateInitialInfoCardProps) => {
   return (
     <FormSectionCard icon={<FileTextIcon className="size-5" />} title="Información inicial">
-      <FormSectionGrid>
-        <div className="md:col-span-5">
-          <ProformaCreateCustomerField
-            disabled={disabled}
-            onClearCustomer={onClearCustomer}
-            onSelectCustomer={onSelectCustomer}
-            selectedCustomer={selectedCustomer}
-          />
-        </div>
+      <FormSectionGrid className="md:grid-cols-6 2xl:grid-cols-12">
+        <ProformaCreateCustomerField
+          className="md:col-span-4"
+          disabled={disabled}
+          onClearCustomer={onClearCustomer}
+          onSelectCustomer={onSelectCustomer}
+          selectedCustomer={selectedCustomer}
+        />
 
         <DatePickerField<ProformaCreateForm>
-          className="md:col-span-3"
+          className="md:col-span-2"
           disabled={disabled}
           label="Fecha"
           name="proformaDate"
@@ -51,19 +54,28 @@ export const ProformaCreateInitialInfoCard = ({
         />
 
         <SelectField<ProformaCreateForm>
-          className="md:col-span-4"
-          disabled={disabled || isSeriesLoading}
-          items={seriesOptions}
-          label="Serie"
-          name="series"
+          className="md:col-span-2"
+          disabled={disabled || isProformaSeriesLoading}
+          items={proformaSeriesOptions}
+          label="Serie de esta proforma"
+          name="proformaSeriesCode"
           placeholder={
-            isSeriesLoading
+            isProformaSeriesLoading
               ? "Cargando series..."
-              : seriesOptions.length > 0
+              : proformaSeriesOptions.length > 0
                 ? "Selecciona una serie"
                 : "Sin serie"
           }
         />
+
+        <SelectField<ProformaCreateForm>
+          className="md:col-span-2"
+          disabled={disabled || isTargetInvoiceSeriesLoading}
+          items={targetInvoiceSeriesOptions}
+          label="Serie de la factura"
+          name="targetInvoiceSeriesCode"
+          placeholder={isTargetInvoiceSeriesLoading ? "Cargando series..." : "Automática"}
+        />
       </FormSectionGrid>
     </FormSectionCard>
   );

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

@@ -54,13 +54,15 @@ export const ProformaCreatePage = () => {
           <div className="flex-1 overflow-y-auto">
             <ProformaCreateForm
               formId={createCtrl.formId}
-              isSeriesLoading={createCtrl.isSeriesLoading}
+              isProformaSeriesLoading={createCtrl.isProformaSeriesLoading}
               isSubmitting={createCtrl.isCreating}
+              isTargetInvoiceSeriesLoading={createCtrl.isTargetInvoiceSeriesLoading}
               onClearCustomer={createCtrl.clearCustomer}
               onSelectCustomer={selectCustomerCtrl.selectCtrl.openDialog}
               onSubmit={createCtrl.onSubmit}
+              proformaSeriesOptions={createCtrl.proformaSeriesOptions}
               selectedCustomer={createCtrl.selectedCustomer}
-              seriesOptions={createCtrl.seriesOptions}
+              targetInvoiceSeriesOptions={createCtrl.targetInvoiceSeriesOptions}
             />
           </div>