@spaceinvoices/react-ui 0.4.11 → 0.4.31

package/src/components/credit-notes/create/create-credit-note-form.tsx

@@ -1,22 +1,34 @@
 import { zodResolver } from "@hookform/resolvers/zod";
-import type { CreateCreditNoteRequest, CreditNote } from "@spaceinvoices/js-sdk";
+import type { CreateCreditNoteRequest, CreditNote, UpdateCreditNote } from "@spaceinvoices/js-sdk";
 import { useQueryClient } from "@tanstack/react-query";
+import { Check, X } from "lucide-react";
+import type { ReactNode } from "react";
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import type { Resolver } from "react-hook-form";
 import { useForm, useWatch } from "react-hook-form";
 import type { z } from "zod";
+import { Button } from "@/ui/components/ui/button";
 import { Form } from "@/ui/components/ui/form";
 import { Skeleton } from "@/ui/components/ui/skeleton";
+import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from "@/ui/components/ui/tooltip";
 import { createCreditNoteSchema } from "@/ui/generated/schemas";
 import { useNextDocumentNumber } from "@/ui/hooks/use-next-document-number";
 import { usePremiseSelection } from "@/ui/hooks/use-premise-selection";
 import { useTransactionTypeCheck } from "@/ui/hooks/use-transaction-type-check";
-import { buildFinaOptions, buildFursOptions } from "@/ui/lib/fiscalization-options";
+import { buildFinaOptions, buildFursOptions, type FiscalizationOperatorOverride } from "@/ui/lib/fiscalization-options";
+import {
+  normalizePtDocumentInput,
+  type PtDocumentInputForm,
+  ptDocumentInputFormSchema,
+} from "@/ui/lib/pt-document-input";
+import { normalizeLineItemDiscountsForForm } from "@/ui/lib/schemas/shared";
 import type { ComponentTranslationProps } from "@/ui/lib/translation";
 import { createTranslation } from "@/ui/lib/translation";
+import { cn } from "@/ui/lib/utils";
 import { useEntities } from "@/ui/providers/entities-context";
 import { useFormFooterRegistration } from "@/ui/providers/form-footer-context";
 import { CUSTOMERS_CACHE_KEY } from "../../customers/customers.hooks";
+import { withCreditNoteIssueDateValidation } from "../../documents/create/document-date-validation";
 import {
   DocumentDetailsSection,
   DocumentFooterField,
@@ -25,13 +37,34 @@ import {
   DocumentSignatureField,
   DocumentTaxClauseField,
 } from "../../documents/create/document-details-section";
+import { withRequiredDocumentItemFields } from "../../documents/create/document-item-validation";
 import { DocumentItemsSection, type PriceModesMap } from "../../documents/create/document-items-section";
 import { DocumentRecipientSection } from "../../documents/create/document-recipient-section";
 import { MarkAsPaidSection } from "../../documents/create/mark-as-paid-section";
-import { prepareDocumentSubmission } from "../../documents/create/prepare-document-submission";
+import {
+  calculateDocumentTotal,
+  coercePaymentRowsToType,
+  createEmptyPaymentRow,
+  type DraftPaymentRow,
+  getFirstValidPaymentType,
+  serializePaymentRows,
+  validatePaymentRows,
+} from "../../documents/create/payment-rows";
+import { prepareDocumentItems } from "../../documents/create/prepare-document-submission";
+import { applyCustomCreateTemplate } from "../../documents/create/custom-create-template";
+import { financialInputsMatchInitial, resolvePreservedExpectedTotal } from "../../documents/create/preserved-expected-total";
 import { useDocumentCustomerForm } from "../../documents/create/use-document-customer-form";
 import type { DocumentTypes } from "../../documents/types";
-import { useCreateCreditNote } from "../credit-notes.hooks";
+import invoiceDe from "../../invoices/create/locales/de";
+import invoiceEs from "../../invoices/create/locales/es";
+import invoiceFr from "../../invoices/create/locales/fr";
+import invoiceHr from "../../invoices/create/locales/hr";
+import invoiceIt from "../../invoices/create/locales/it";
+import invoiceNl from "../../invoices/create/locales/nl";
+import invoicePl from "../../invoices/create/locales/pl";
+import invoicePt from "../../invoices/create/locales/pt";
+import invoiceSl from "../../invoices/create/locales/sl";
+import { useCreateCreditNote, useCreateCustomCreditNote, useUpdateCreditNote } from "../credit-notes.hooks";
 import de from "./locales/de";
 import es from "./locales/es";
 import fr from "./locales/fr";
@@ -41,26 +74,47 @@ import nl from "./locales/nl";
 import pl from "./locales/pl";
 import pt from "./locales/pt";
 import sl from "./locales/sl";
+import { prepareCreditNoteSubmission, prepareCreditNoteUpdateSubmission } from "./prepare-credit-note-submission";
 
 const translations = {
-  sl,
-  de,
-  it,
-  fr,
-  es,
-  pt,
-  nl,
-  pl,
-  hr,
+  sl: { ...invoiceSl, ...sl },
+  de: { ...invoiceDe, ...de },
+  it: { ...invoiceIt, ...it },
+  fr: { ...invoiceFr, ...fr },
+  es: { ...invoiceEs, ...es },
+  pt: { ...invoicePt, ...pt },
+  nl: { ...invoiceNl, ...nl },
+  pl: { ...invoicePl, ...pl },
+  hr: { ...invoiceHr, ...hr },
 } as const;
+const createCreditNoteFormSchema = withCreditNoteIssueDateValidation(
+  withRequiredDocumentItemFields(
+    createCreditNoteSchema.extend({
+      pt: ptDocumentInputFormSchema.optional(),
+    }),
+  ),
+);
+
+function isSameCalendarDate(left: string | Date | undefined, right: string | Date): boolean {
+  if (!left) return false;
+
+  const leftDate = new Date(left);
+  const rightDate = new Date(right);
+
+  return (
+    leftDate.getFullYear() === rightDate.getFullYear() &&
+    leftDate.getMonth() === rightDate.getMonth() &&
+    leftDate.getDate() === rightDate.getDate()
+  );
+}
 
 // Form values: extend schema with local-only fields (number is for display, not sent to API)
-type CreateCreditNoteFormValues = z.infer<typeof createCreditNoteSchema> & {
+type CreateCreditNoteFormValues = z.infer<typeof createCreditNoteFormSchema> & {
   number?: string;
 };
 
 /** Preview payload extends request with display-only fields */
-type CreditNotePreviewPayload = Partial<CreateCreditNoteRequest> & { number?: string };
+type CreditNotePreviewPayload = Partial<CreateCreditNoteRequest> & { number?: string; pt?: PtDocumentInputForm };
 
 type CreateCreditNoteFormProps = {
   type: DocumentTypes;
@@ -69,8 +123,18 @@ type CreateCreditNoteFormProps = {
   onError?: (error: unknown) => void;
   onChange?: (data: CreditNotePreviewPayload) => void;
   onAddNewTax?: () => void;
+  onHeaderActionChange?: (action: ReactNode | null) => void;
   /** Initial values for form fields (used for document duplication) */
   initialValues?: Partial<CreateCreditNoteRequest>;
+  /** Whether draft actions should be available in the UI */
+  allowDrafts?: boolean;
+  mode?: "create" | "edit";
+  documentId?: string;
+  /** Optional app-level content rendered inside the details section. */
+  detailsExtras?: ReactNode;
+  /** Request-scoped operator override for embed fiscalization flows. */
+  operatorPrefill?: FiscalizationOperatorOverride;
+  translationLocale?: string;
 } & ComponentTranslationProps;
 
 export default function CreateCreditNoteForm({
@@ -80,7 +144,14 @@ export default function CreateCreditNoteForm({
   onError,
   onChange,
   onAddNewTax,
+  onHeaderActionChange,
   initialValues,
+  allowDrafts = true,
+  mode = "create",
+  documentId,
+  detailsExtras,
+  operatorPrefill,
+  translationLocale,
   t: translateProp,
   namespace,
   locale,
@@ -89,21 +160,25 @@ export default function CreateCreditNoteForm({
     t: translateProp,
     namespace,
     locale,
+    translationLocale,
     translations,
   });
 
   const { activeEntity } = useEntities();
   const queryClient = useQueryClient();
+  const isEditMode = mode === "edit";
 
   // ============================================================================
   // FURS & FINA Premise Selection (shared hook)
   // ============================================================================
   const furs = usePremiseSelection({ entityId, type: "furs" });
   const fina = usePremiseSelection({ entityId, type: "fina" });
+  const [skipFiscalization, setSkipFiscalization] = useState(false);
 
   // UI-only state (not part of API schema)
   const [markAsPaid, setMarkAsPaid] = useState(false);
-  const [paymentTypes, setPaymentTypes] = useState<string[]>(["bank_transfer"]);
+  const [paymentRows, setPaymentRows] = useState<DraftPaymentRow[]>([createEmptyPaymentRow()]);
+  const [paymentValidationMessage, setPaymentValidationMessage] = useState<string | undefined>();
   const [isDraftPending, setIsDraftPending] = useState(false);
 
   // Service date type state (single date or range)
@@ -120,31 +195,67 @@ export default function CreateCreditNoteForm({
     }, {} as PriceModesMap);
   }, [initialValues?.items]);
   const priceModesRef = useRef<PriceModesMap>(initialPriceModes);
+  const customCreateTemplate = (initialValues as any)?._custom_create_template;
+  const financialInputsMatchSource = useCallback(
+    (values: { items?: any[]; currency_code?: string; calculation_mode?: string | null }) =>
+      financialInputsMatchInitial({
+        initialItems: initialValues?.items,
+        currentItems: values.items,
+        initialCurrencyCode: initialValues?.currency_code,
+        currentCurrencyCode: values.currency_code,
+        initialCalculationMode: (initialValues as any)?.calculation_mode ?? null,
+        currentCalculationMode: values.calculation_mode ?? null,
+        initialPriceModes,
+        currentPriceModes: priceModesRef.current,
+      }),
+    [initialPriceModes, initialValues],
+  );
+  const getPreservedExpectedTotalWithTax = useCallback(
+    (values: { items?: any[]; currency_code?: string; calculation_mode?: string | null }) =>
+      resolvePreservedExpectedTotal({
+        initialExpectedTotalWithTax: (initialValues as any)?._preserved_expected_total_with_tax,
+        initialItems: initialValues?.items,
+        currentItems: values.items,
+        initialCurrencyCode: initialValues?.currency_code,
+        currentCurrencyCode: values.currency_code,
+        initialCalculationMode: (initialValues as any)?.calculation_mode ?? null,
+        currentCalculationMode: values.calculation_mode ?? null,
+        initialPriceModes,
+        currentPriceModes: priceModesRef.current,
+      }),
+    [initialPriceModes, initialValues],
+  );
 
   // Get default payment terms and footer from entity settings
   const defaultPaymentTerms = (activeEntity?.settings as any)?.default_credit_note_payment_terms || "";
   const defaultFooter = (activeEntity?.settings as any)?.document_footer || "";
+  const defaultSignature = (activeEntity?.settings as any)?.default_document_signature || "";
 
   const form = useForm<CreateCreditNoteFormValues>({
     // Cast resolver to accept extended form type (includes UI-only fields)
-    resolver: zodResolver(createCreditNoteSchema) as Resolver<CreateCreditNoteFormValues>,
+    resolver: zodResolver(createCreditNoteFormSchema) as Resolver<CreateCreditNoteFormValues>,
     defaultValues: {
-      number: "",
+      number: (initialValues as any)?.number ?? "",
+      calculation_mode: (initialValues as any)?.calculation_mode ?? undefined,
       date: initialValues?.date || new Date().toISOString(),
       customer_id: initialValues?.customer_id ?? undefined,
       // Cast customer to form schema type (API type may have additional fields)
       customer: (initialValues?.customer as CreateCreditNoteFormValues["customer"]) ?? undefined,
       items: initialValues?.items?.length
         ? initialValues.items.map((item: any) => ({
-            type: item.type,
+            type: item.type ?? undefined,
             name: item.name || "",
             description: item.description || "",
             ...(item.type !== "separator"
               ? {
+                  item_id: item.item_id ?? undefined,
                   quantity: item.quantity ?? 1,
-                  // Use gross_price if set, otherwise use price
                   price: item.gross_price ?? item.price,
+                  gross_price: item.gross_price ?? undefined,
+                  unit: item.unit ?? undefined,
+                  classification: item.classification ?? undefined,
                   taxes: item.taxes || [],
+                  discounts: normalizeLineItemDiscountsForForm(item.discounts),
                 }
               : {}),
           }))
@@ -157,19 +268,34 @@ export default function CreateCreditNoteForm({
               taxes: [],
             },
           ],
-      date_service: (initialValues as any)?.date_service || new Date().toISOString(),
+      date_service:
+        (initialValues as any)?.date_service ??
+        (isEditMode ? undefined : (initialValues?.date ?? new Date().toISOString())),
+      date_service_to: (initialValues as any)?.date_service_to ?? undefined,
       currency_code: initialValues?.currency_code || activeEntity?.currency_code || "EUR",
       reference: (initialValues as any)?.reference ?? "",
-      note: initialValues?.note ?? "",
+      note: initialValues?.note ?? (isEditMode ? "" : ""),
       tax_clause: (initialValues as any)?.tax_clause ?? "",
-      payment_terms: initialValues?.payment_terms ?? defaultPaymentTerms,
-      footer: (initialValues as any)?.footer ?? defaultFooter,
+      payment_terms: initialValues?.payment_terms ?? (isEditMode ? "" : defaultPaymentTerms),
+      footer: (initialValues as any)?.footer ?? (isEditMode ? "" : defaultFooter),
+      signature: (initialValues as any)?.signature ?? (isEditMode ? "" : defaultSignature),
+      pt: ((initialValues as any)?.pt as PtDocumentInputForm | undefined) ?? undefined,
     },
   });
 
   const formValues = useWatch({
     control: form.control,
   });
+  const paymentDocumentTotal = useMemo(
+    () => calculateDocumentTotal((formValues as any)?.items ?? [], priceModesRef.current),
+    [formValues],
+  );
+  const hasExplicitNonBankTransferPayment =
+    markAsPaid && paymentRows.some((row) => row.type != null && row.type !== "bank_transfer");
+  const skipPreferenceInitializedRef = useRef(false);
+  const skipPaymentCoercionPendingRef = useRef(false);
+  const previousSkipFiscalizationRef = useRef(skipFiscalization);
+  const previousMarkAsPaidRef = useRef(markAsPaid);
   const onChangeRef = useRef(onChange);
   onChangeRef.current = onChange;
   const prevPayloadRef = useRef("");
@@ -197,17 +323,65 @@ export default function CreateCreditNoteForm({
   const useFinaNumbering =
     !!fina.isActive && (finaUnifiedNumbering || transactionType == null || transactionType === "domestic");
   const isFinaNonDomestic = !!fina.isActive && !useFinaNumbering;
+  const isFursActive = furs.isActive && !skipFiscalization;
+  const isFiscalizationDateLocked = isFursActive || useFinaNumbering;
+  const fiscalizationDateLockReason = useFinaNumbering
+    ? t("FINA fiscalized invoices always use the current date")
+    : t("FURS fiscalized invoices always use the current date");
+
+  useEffect(() => {
+    if (skipPreferenceInitializedRef.current || furs.isLoading || isEditMode) return;
+
+    skipPreferenceInitializedRef.current = true;
+    if (furs.settings?.default_skip_fiscalization === true) {
+      setSkipFiscalization(true);
+    }
+  }, [furs.isLoading, furs.settings?.default_skip_fiscalization, isEditMode]);
+
+  useEffect(() => {
+    const skipJustEnabled = skipFiscalization && !previousSkipFiscalizationRef.current;
+    const paidJustEnabled = markAsPaid && !previousMarkAsPaidRef.current;
+
+    if (skipFiscalization && markAsPaid && (skipJustEnabled || paidJustEnabled)) {
+      const nextPaymentRows = coercePaymentRowsToType(paymentRows, "bank_transfer");
+      const hasChanged = nextPaymentRows.some((row, index) => row.type !== paymentRows[index]?.type);
+
+      if (hasChanged) {
+        skipPaymentCoercionPendingRef.current = true;
+        setPaymentRows(nextPaymentRows);
+      }
+    }
+
+    previousSkipFiscalizationRef.current = skipFiscalization;
+    previousMarkAsPaidRef.current = markAsPaid;
+  }, [markAsPaid, paymentRows, skipFiscalization]);
+
+  useEffect(() => {
+    if (skipPaymentCoercionPendingRef.current) return;
+
+    if (hasExplicitNonBankTransferPayment && skipFiscalization) {
+      setSkipFiscalization(false);
+    }
+  }, [hasExplicitNonBankTransferPayment, skipFiscalization]);
+
+  useEffect(() => {
+    if (!skipPaymentCoercionPendingRef.current) return;
+
+    if (!markAsPaid || paymentRows.every((row) => row.type === "bank_transfer")) {
+      skipPaymentCoercionPendingRef.current = false;
+    }
+  }, [markAsPaid, paymentRows]);
 
   // ============================================================================
   // Next Credit Note Number Preview
   // ============================================================================
   // Use same premise/device params for both FURS and FINA (entity is either one, never both)
-  const activePremiseNameForNumber = furs.isActive
+  const activePremiseNameForNumber = isFursActive
     ? furs.selectedPremiseName
     : useFinaNumbering
       ? fina.selectedPremiseName
       : undefined;
-  const activeDeviceNameForNumber = furs.isActive
+  const activeDeviceNameForNumber = isFursActive
     ? furs.selectedDeviceName
     : useFinaNumbering
       ? fina.selectedDeviceName
@@ -216,12 +390,75 @@ export default function CreateCreditNoteForm({
   const { data: nextNumberData, isLoading: isNextNumberLoading } = useNextDocumentNumber(entityId, "credit_note", {
     businessPremiseName: activePremiseNameForNumber,
     electronicDeviceName: activeDeviceNameForNumber,
-    enabled: !!entityId && !furs.isLoading && furs.isSelectionReady && !fina.isLoading && fina.isSelectionReady,
+    enabled:
+      !!entityId && !furs.isLoading && furs.isSelectionReady && !fina.isLoading && fina.isSelectionReady && !isEditMode,
   });
 
   // Overall loading state
-  const isFormDataLoading =
-    furs.isLoading || !furs.isSelectionReady || fina.isLoading || !fina.isSelectionReady || isNextNumberLoading;
+  const isFormDataLoading = isEditMode
+    ? false
+    : furs.isLoading || !furs.isSelectionReady || fina.isLoading || !fina.isSelectionReady || isNextNumberLoading;
+
+  useEffect(() => {
+    if (!onHeaderActionChange) return;
+    if (isEditMode) {
+      onHeaderActionChange(null);
+      return;
+    }
+
+    if (furs.isLoading || fina.isLoading) {
+      onHeaderActionChange(null);
+      return;
+    }
+
+    const showFursToggle = furs.isEnabled && furs.hasPremises;
+    if (!showFursToggle) {
+      onHeaderActionChange(null);
+      return;
+    }
+
+    const isFursChecked = !skipFiscalization;
+
+    onHeaderActionChange(
+      <TooltipProvider>
+        <Tooltip>
+          <TooltipTrigger asChild>
+            <Button
+              type="button"
+              variant={isFursChecked ? "outline" : "ghost"}
+              size="sm"
+              className={cn("h-8 cursor-pointer gap-2", !isFursChecked && "text-destructive hover:text-destructive")}
+              onClick={() => setSkipFiscalization(!skipFiscalization)}
+            >
+              <div
+                className={cn(
+                  "flex size-4 items-center justify-center rounded border",
+                  isFursChecked
+                    ? "border-primary bg-primary text-primary-foreground"
+                    : "border-destructive bg-destructive text-destructive-foreground",
+                )}
+              >
+                {isFursChecked ? <Check className="size-3" /> : <X className="size-3" />}
+              </div>
+              <span>{t("Fiscally verify")}</span>
+            </Button>
+          </TooltipTrigger>
+          <TooltipContent side="bottom" className="max-w-xs">
+            {isFursChecked ? t("Click to skip fiscalization for this credit note") : t("Click to enable fiscalization")}
+          </TooltipContent>
+        </Tooltip>
+      </TooltipProvider>,
+    );
+  }, [
+    fina.isLoading,
+    furs.hasPremises,
+    furs.isEnabled,
+    furs.isLoading,
+    isEditMode,
+    onHeaderActionChange,
+    skipFiscalization,
+    t,
+  ]);
 
   // Auto-populate tax_clause from entity settings when transaction type changes
   const effectiveTransactionType = transactionType ?? "domestic";
@@ -229,13 +466,14 @@ export default function CreateCreditNoteForm({
   useEffect(() => {
     if (effectiveTransactionType === prevTransactionTypeRef.current) return;
     prevTransactionTypeRef.current = effectiveTransactionType;
+    if (isEditMode) return;
 
     const taxClauseDefaults = (activeEntity?.settings as any)?.tax_clause_defaults;
     if (!taxClauseDefaults) return;
 
     const clause = taxClauseDefaults[effectiveTransactionType] ?? "";
     form.setValue("tax_clause", clause);
-  }, [effectiveTransactionType, activeEntity, form]);
+  }, [effectiveTransactionType, activeEntity, form, isEditMode]);
 
   // Clear date_service_to when switching from range to single
   useEffect(() => {
@@ -257,10 +495,25 @@ export default function CreateCreditNoteForm({
 
   // Pre-fill credit note number from preview
   useEffect(() => {
+    if (isEditMode) return;
     if (nextNumberData?.number) {
       form.setValue("number", nextNumberData.number);
     }
-  }, [nextNumberData?.number, form]);
+  }, [nextNumberData?.number, form, isEditMode]);
+
+  useEffect(() => {
+    if (isEditMode) return;
+    if (!isFiscalizationDateLocked) return;
+
+    const today = new Date();
+    if (isSameCalendarDate(form.getValues("date"), today)) return;
+
+    form.setValue("date", today.toISOString(), {
+      shouldDirty: true,
+      shouldTouch: false,
+      shouldValidate: true,
+    });
+  }, [form, isEditMode, isFiscalizationDateLocked]);
 
   const { mutate: createCreditNote, isPending } = useCreateCreditNote({
     entityId,
@@ -276,16 +529,50 @@ export default function CreateCreditNoteForm({
     },
     onError,
   });
+  const { mutate: createCustomCreditNote, isPending: isCreateCustomPending } = useCreateCustomCreditNote({
+    entityId,
+    onSuccess: (data) => {
+      furs.saveCombo();
+      fina.saveCombo();
+      if (data.customer_id) {
+        queryClient.invalidateQueries({ queryKey: [CUSTOMERS_CACHE_KEY] });
+      }
+      onSuccess?.(data);
+    },
+    onError,
+  });
+  const { mutate: updateCreditNote, isPending: isUpdatePending } = useUpdateCreditNote({
+    entityId,
+    onSuccess,
+    onError,
+  });
 
   // Shared submit logic for both regular save and save as draft
   const submitCreditNote = useCallback(
     (values: CreateCreditNoteFormValues, isDraft: boolean) => {
-      // Build FURS options (skip for drafts; no skip toggle for credit notes)
+      if (isEditMode) {
+        if (!documentId) {
+          throw new Error("Credit note edit mode requires a documentId");
+        }
+
+        const updatePayload = prepareCreditNoteUpdateSubmission(values as any, {
+          originalCustomer,
+          wasCustomerFormShown: showCustomerForm,
+          priceModes: priceModesRef.current,
+        }) as UpdateCreditNote;
+
+        updateCreditNote({ id: documentId, data: updatePayload });
+        return;
+      }
+
+      // Build FURS options (skip for drafts; user can also skip fiscalization explicitly)
       const fursOptions = buildFursOptions({
         isDraft,
         isEnabled: furs.isEnabled,
+        skipFiscalization,
         premiseName: furs.selectedPremiseName,
         deviceName: furs.selectedDeviceName,
+        operator: operatorPrefill,
       });
 
       // Build FINA options (skip for drafts; FINA can't be skipped)
@@ -294,18 +581,35 @@ export default function CreateCreditNoteForm({
         useFinaNumbering,
         premiseName: fina.selectedPremiseName,
         deviceName: fina.selectedDeviceName,
-        paymentType: paymentTypes[0],
+        paymentType: getFirstValidPaymentType(paymentRows),
+        operator: operatorPrefill,
       });
 
-      const payload = prepareDocumentSubmission(values, {
+      if (!isDraft && markAsPaid) {
+        const paymentValidation = validatePaymentRows(paymentRows, paymentDocumentTotal, "partial_allowed");
+        const paymentMessage =
+          paymentValidation.typeError ?? paymentValidation.amountError ?? paymentValidation.totalError;
+
+        if (paymentMessage) {
+          setPaymentValidationMessage(paymentMessage);
+          return;
+        }
+      }
+
+      const payload = prepareCreditNoteSubmission(values, {
         originalCustomer,
         wasCustomerFormShown: showCustomerForm,
         markAsPaid: isDraft ? false : markAsPaid,
-        paymentTypes,
-        documentType: "credit_note",
+        payments: serializePaymentRows(paymentRows, paymentDocumentTotal),
         priceModes: priceModesRef.current,
         isDraft,
       });
+      const preservedExpectedTotalWithTax = getPreservedExpectedTotalWithTax(values);
+      if (preservedExpectedTotalWithTax !== undefined) {
+        (payload as any).expected_total_with_tax = preservedExpectedTotalWithTax;
+      } else {
+        delete (payload as any).expected_total_with_tax;
+      }
 
       // Add FURS data to payload
       if (fursOptions) {
@@ -317,9 +621,33 @@ export default function CreateCreditNoteForm({
         (payload as any).fina = finaOptions;
       }
 
-      createCreditNote(payload as CreateCreditNoteRequest);
+      if (customCreateTemplate && financialInputsMatchSource(values)) {
+        delete (payload as any).expected_total_with_tax;
+        createCustomCreditNote(applyCustomCreateTemplate(payload as any, customCreateTemplate));
+      } else {
+        createCreditNote(payload as CreateCreditNoteRequest);
+      }
     },
-    [createCreditNote, furs, fina, useFinaNumbering, markAsPaid, originalCustomer, paymentTypes, showCustomerForm],
+    [
+      createCreditNote,
+      createCustomCreditNote,
+      documentId,
+      fina,
+      furs,
+      isEditMode,
+      markAsPaid,
+      originalCustomer,
+      paymentDocumentTotal,
+      paymentRows,
+      showCustomerForm,
+      skipFiscalization,
+      operatorPrefill,
+      customCreateTemplate,
+      financialInputsMatchSource,
+      getPreservedExpectedTotalWithTax,
+      updateCreditNote,
+      useFinaNumbering,
+    ],
   );
 
   // Handle save as draft
@@ -338,18 +666,22 @@ export default function CreateCreditNoteForm({
 
   useFormFooterRegistration({
     formId: "create-credit-note-form",
-    isPending,
+    isPending: isPending || isCreateCustomPending || isUpdatePending,
     isDirty: form.formState.isDirty || !!initialValues,
-    label: t("Save"),
-    secondaryAction: {
-      label: t("Save as Draft"),
-      onClick: handleSaveAsDraft,
-      isPending: isDraftPending,
-    },
+    label: isEditMode ? t("Update") : t("Save"),
+    secondaryAction:
+      allowDrafts && !isEditMode
+        ? {
+            label: t("Save as Draft"),
+            onClick: handleSaveAsDraft,
+            isPending: isDraftPending,
+          }
+        : undefined,
   });
 
   // Set default note and payment terms from entity settings when entity data is available
   useEffect(() => {
+    if (isEditMode) return;
     const entityDefaultNote = (activeEntity?.settings as any)?.default_credit_note_note;
     if (entityDefaultNote && !form.getValues("note")) {
       form.setValue("note", entityDefaultNote);
@@ -366,7 +698,7 @@ export default function CreateCreditNoteForm({
     if (entityDefaultSignature && !form.getValues("signature")) {
       form.setValue("signature", entityDefaultSignature);
     }
-  }, [activeEntity, form]);
+  }, [activeEntity, form, isEditMode]);
 
   // Auto-add tax field for tax subject entities
   useEffect(() => {
@@ -378,30 +710,32 @@ export default function CreateCreditNoteForm({
     }
   }, [activeEntity?.is_tax_subject, form]);
 
-  const buildPreviewPayload = useCallback((values: CreateCreditNoteFormValues): CreditNotePreviewPayload => {
-    const currentItems = values.items || [];
-
-    const transformedItems = currentItems.map((item: any, index: number) => {
-      const { price, ...rest } = item;
-      const isGross = priceModesRef.current[index] ?? false;
-      return isGross ? { ...rest, gross_price: price } : { ...rest, price };
-    });
-
-    return {
-      number: values.number,
-      date: values.date,
-      date_service: (values as any).date_service,
-      date_service_to: (values as any).date_service_to,
-      customer_id: values.customer_id,
-      customer: values.customer,
-      items: transformedItems,
-      currency_code: values.currency_code,
-      reference: values.reference,
-      note: values.note,
-      payment_terms: values.payment_terms,
-      signature: values.signature,
-    };
-  }, []);
+  const buildPreviewPayload = useCallback(
+    (values: CreateCreditNoteFormValues): CreditNotePreviewPayload => {
+      const preservedExpectedTotalWithTax = getPreservedExpectedTotalWithTax(values);
+      return {
+        number: values.number,
+        date: values.date,
+        date_service: (values as any).date_service,
+        date_service_to: (values as any).date_service_to,
+        customer_id: values.customer_id,
+        customer: values.customer,
+        items: prepareDocumentItems(values.items, priceModesRef.current),
+        currency_code: values.currency_code,
+        reference: values.reference,
+        note: values.note,
+        tax_clause: values.tax_clause,
+        payment_terms: values.payment_terms,
+        signature: values.signature,
+        footer: values.footer,
+        ...(preservedExpectedTotalWithTax !== undefined
+          ? { expected_total_with_tax: preservedExpectedTotalWithTax }
+          : {}),
+        ...(normalizePtDocumentInput(values.pt) ? { pt: normalizePtDocumentInput(values.pt) } : {}),
+      };
+    },
+    [getPreservedExpectedTotalWithTax],
+  );
 
   const emitPreviewPayload = useCallback((payload: CreditNotePreviewPayload) => {
     const callback = onChangeRef.current;
@@ -490,13 +824,15 @@ export default function CreateCreditNoteForm({
             selectedCustomerId={selectedCustomerId}
             initialCustomerName={initialCustomerName}
             t={t}
+            locale={locale}
           />
           <DocumentDetailsSection
             control={form.control}
             documentType={_type}
             t={t}
+            locale={locale}
             fursInline={
-              furs.isEnabled && furs.hasPremises
+              !isEditMode && furs.isEnabled && furs.hasPremises
                 ? {
                     premises: furs.activePremises.map((p) => ({
                       id: p.id,
@@ -510,6 +846,7 @@ export default function CreateCreditNoteForm({
                     selectedDevice: furs.selectedDeviceName,
                     onPremiseChange: furs.setSelectedPremiseName,
                     onDeviceChange: furs.setSelectedDeviceName,
+                    isSkipped: skipFiscalization,
                   }
                 : undefined
             }
@@ -518,7 +855,7 @@ export default function CreateCreditNoteForm({
               onDateTypeChange: setServiceDateType,
             }}
             finaInline={
-              useFinaNumbering
+              !isEditMode && useFinaNumbering
                 ? {
                     premises: fina.activePremises.map((p: any) => ({
                       id: p.id,
@@ -535,28 +872,48 @@ export default function CreateCreditNoteForm({
                   }
                 : undefined
             }
+            dateLock={{
+              isLocked: !isEditMode && isFiscalizationDateLocked,
+              reason: !isEditMode ? fiscalizationDateLockReason : "",
+            }}
           >
             {/* Credit note specific: Mark as paid section (UI-only state, not in form schema) */}
-            <MarkAsPaidSection
-              checked={markAsPaid}
-              onCheckedChange={setMarkAsPaid}
-              paymentTypes={paymentTypes}
-              onPaymentTypesChange={setPaymentTypes}
-              t={t}
-              alwaysShowPaymentType={!!fina.isActive}
-            />
+            {!isEditMode && (
+              <MarkAsPaidSection
+                checked={markAsPaid}
+                onCheckedChange={(checked) => {
+                  setMarkAsPaid(checked);
+                  setPaymentValidationMessage(undefined);
+                }}
+                paymentRows={paymentRows}
+                onPaymentRowsChange={(rows) => {
+                  setPaymentRows(rows);
+                  setPaymentValidationMessage(undefined);
+                }}
+                documentTotal={paymentDocumentTotal}
+                t={t}
+                alwaysShowPaymentType={!!fina.isActive}
+                validationMessage={paymentValidationMessage}
+              />
+            )}
+            {detailsExtras}
           </DocumentDetailsSection>
         </div>
 
         <DocumentItemsSection
           control={form.control}
+          documentType={_type}
           watch={form.watch}
           setValue={form.setValue}
+          clearErrors={form.clearErrors}
+          trigger={form.trigger}
+          isSubmitted={form.formState.isSubmitted}
           getValues={form.getValues}
           entityId={entityId}
           currencyCode={activeEntity?.currency_code ?? undefined}
           onAddNewTax={onAddNewTax}
           t={t}
+          locale={locale}
           maxTaxesPerItem={activeEntity?.country_rules?.max_taxes_per_item}
           priceModesRef={priceModesRef}
           initialPriceModes={initialPriceModes}