@spaceinvoices/react-ui 0.4.12 → 0.4.31

package/src/generated/schemas/startpdfexport_body.ts

@@ -14,53 +14,13 @@ const PdfExportByDocumentIds = z
     document_ids: z.array(z.string()).min(1),
     locale: z
       .union([
-        z.enum([
-          "en-US",
-          "de-DE",
-          "it-IT",
-          "fr-FR",
-          "es-ES",
-          "sl-SI",
-          "pt-PT",
-          "nl-NL",
-          "pl-PL",
-          "hr-HR",
-          "sv-SE",
-          "fi-FI",
-          "et-EE",
-          "bg-BG",
-          "cs-CZ",
-          "sk-SK",
-          "nb-NO",
-          "is-IS",
-          null,
-        ]),
+        z.union([z.enum(["en-US", "de-DE", "it-IT", "fr-FR", "es-ES", "sl-SI", "pt-PT", "nl-NL", "pl-PL", "hr-HR", "sv-SE", "fi-FI", "et-EE", "bg-BG", "cs-CZ", "sk-SK", "nb-NO", "is-IS"]), z.null()]),
         z.null(),
       ])
       .optional(),
     language: z
       .union([
-        z.enum([
-          "en",
-          "de",
-          "sl",
-          "it",
-          "fr",
-          "es",
-          "pt",
-          "nl",
-          "pl",
-          "hr",
-          "sv",
-          "fi",
-          "et",
-          "bg",
-          "cs",
-          "sk",
-          "nb",
-          "is",
-          null,
-        ]),
+        z.union([z.enum(["en", "de", "sl", "it", "fr", "es", "pt", "nl", "pl", "hr", "sv", "fi", "et", "bg", "cs", "sk", "nb", "is"]), z.null()]),
         z.null(),
       ])
       .optional(),
@@ -86,53 +46,13 @@ const PdfExportByDateRange = z
     date_to: z.union([z.string(), z.null()]).optional(),
     locale: z
       .union([
-        z.enum([
-          "en-US",
-          "de-DE",
-          "it-IT",
-          "fr-FR",
-          "es-ES",
-          "sl-SI",
-          "pt-PT",
-          "nl-NL",
-          "pl-PL",
-          "hr-HR",
-          "sv-SE",
-          "fi-FI",
-          "et-EE",
-          "bg-BG",
-          "cs-CZ",
-          "sk-SK",
-          "nb-NO",
-          "is-IS",
-          null,
-        ]),
+        z.union([z.enum(["en-US", "de-DE", "it-IT", "fr-FR", "es-ES", "sl-SI", "pt-PT", "nl-NL", "pl-PL", "hr-HR", "sv-SE", "fi-FI", "et-EE", "bg-BG", "cs-CZ", "sk-SK", "nb-NO", "is-IS"]), z.null()]),
         z.null(),
       ])
       .optional(),
     language: z
       .union([
-        z.enum([
-          "en",
-          "de",
-          "sl",
-          "it",
-          "fr",
-          "es",
-          "pt",
-          "nl",
-          "pl",
-          "hr",
-          "sv",
-          "fi",
-          "et",
-          "bg",
-          "cs",
-          "sk",
-          "nb",
-          "is",
-          null,
-        ]),
+        z.union([z.enum(["en", "de", "sl", "it", "fr", "es", "pt", "nl", "pl", "hr", "sv", "fi", "et", "bg", "cs", "sk", "nb", "is"]), z.null()]),
         z.null(),
       ])
       .optional(),
@@ -140,10 +60,11 @@ const PdfExportByDateRange = z
   .passthrough();
 
 
-// Dependency schema for startpdfexport_body
-const startPdfExport_Body = z.union([
+// Schema for startPdfExport operation
+const startPdfExportSchemaDefinition = z.union([
   PdfExportByDocumentIds,
   PdfExportByDateRange,
 ]);
 
-
+export type StartPdfExportSchema = z.infer<typeof startPdfExportSchemaDefinition>;
+export const startPdfExportSchema = startPdfExportSchemaDefinition;

package/src/generated/schemas/stripeappconnect_body.ts

@@ -8,11 +8,12 @@ import { z } from 'zod';
 
 // Schemas for stripeappconnect_body endpoints
 
-// Dependency schema for stripeappconnect_body
-const stripeAppConnect_Body = z.object({
+// Schema for stripeAppConnect operation
+const stripeAppConnectSchemaDefinition = z.object({
   state: z.string().min(1),
   entity_id: z.string().min(1),
   force: z.boolean().optional(),
 });
 
-
+export type StripeAppConnectSchema = z.infer<typeof stripeAppConnectSchemaDefinition>;
+export const stripeAppConnectSchema = stripeAppConnectSchemaDefinition;

package/src/generated/schemas/stripeappcreateinvoice_body.ts

@@ -8,13 +8,11 @@ import { z } from 'zod';
 
 // Schemas for stripeappcreateinvoice_body endpoints
 
-// Schema for create appcreateinvoice operation
-const createAppCreateInvoiceSchemaDefinition = z.object({
+// Schema for stripeAppCreateInvoice operation
+const stripeAppCreateInvoiceSchemaDefinition = z.object({
   stripe_object_id: z.string().min(1),
   note: z.string().max(2000).optional(),
 });
 
-// Type for create appcreateinvoice operation
-export type CreateAppCreateInvoiceSchema = z.infer<typeof createAppCreateInvoiceSchemaDefinition>;
-
-export const createAppCreateInvoiceSchema = createAppCreateInvoiceSchemaDefinition;
+export type StripeAppCreateInvoiceSchema = z.infer<typeof stripeAppCreateInvoiceSchemaDefinition>;
+export const stripeAppCreateInvoiceSchema = stripeAppCreateInvoiceSchemaDefinition;

package/src/generated/schemas/stripeappmarketplaceauthorize.ts

@@ -0,0 +1,15 @@
+/**
+ * This file was automatically generated using 'bun generate-schemas'.
+ * Do not edit this file manually. To update, run the generator again.
+ * @generated
+ */
+
+import { z } from 'zod';
+
+// Schemas for stripeappmarketplaceauthorize endpoints
+
+// Schema for stripeAppMarketplaceAuthorize operation
+const stripeAppMarketplaceAuthorizeSchemaDefinition = z.object({ code: z.string(), message: z.string() }).passthrough();
+
+export type StripeAppMarketplaceAuthorizeSchema = z.infer<typeof stripeAppMarketplaceAuthorizeSchemaDefinition>;
+export const stripeAppMarketplaceAuthorizeSchema = stripeAppMarketplaceAuthorizeSchemaDefinition;

package/src/generated/schemas/stripeappupdatesettings_body.ts

@@ -8,8 +8,8 @@ import { z } from 'zod';
 
 // Schemas for stripeappupdatesettings_body endpoints
 
-// Schema for update appupdatesettings operation
-const updateAppUpdateSettingsSchemaDefinition = z
+// Schema for stripeAppEntityUpdateSettings operation
+const stripeAppEntityUpdateSettingsSchemaDefinition = z
   .object({
     auto_invoice_enabled: z.boolean(),
     auto_invoice_events: z.array(
@@ -20,7 +20,7 @@ const updateAppUpdateSettingsSchemaDefinition = z
   })
   .partial();
 
-// Type for update appupdatesettings operation
-export type UpdateAppUpdateSettingsSchema = z.infer<typeof updateAppUpdateSettingsSchemaDefinition>;
-
-export const updateAppUpdateSettingsSchema = updateAppUpdateSettingsSchemaDefinition;
+export type StripeAppEntityUpdateSettingsSchema = z.infer<typeof stripeAppEntityUpdateSettingsSchemaDefinition>;
+export const stripeAppEntityUpdateSettingsSchema = stripeAppEntityUpdateSettingsSchemaDefinition;
+export type StripeAppUpdateSettingsSchema = z.infer<typeof stripeAppEntityUpdateSettingsSchemaDefinition>;
+export const stripeAppUpdateSettingsSchema = stripeAppEntityUpdateSettingsSchemaDefinition;

package/src/generated/schemas/supplier.ts

@@ -8,7 +8,7 @@ import { z } from 'zod';
 
 // Schemas for supplier endpoints
 
-// Schema for create supplier operation
+// Schema for createSupplier operation
 const createSupplierSchemaDefinition = z.object({
   name: z.string().min(1),
   address: z.union([z.string(), z.null()]).optional(),
@@ -27,11 +27,8 @@ const createSupplierSchemaDefinition = z.object({
   metadata: z.union([z.record(z.string(), z.any()), z.null()]).optional(),
 });
 
-// Type for create supplier operation
-export type CreateSupplierSchema = z.infer<typeof createSupplierSchemaDefinition>;
-
 
-// Schema for update supplier operation
+// Schema for updateSupplier operation
 const updateSupplierSchemaDefinition = z
   .object({
     name: z.string().min(1),
@@ -52,8 +49,7 @@ const updateSupplierSchemaDefinition = z
   })
   .partial();
 
-// Type for update supplier operation
-export type UpdateSupplierSchema = z.infer<typeof updateSupplierSchemaDefinition>;
-
+export type CreateSupplierSchema = z.infer<typeof createSupplierSchemaDefinition>;
 export const createSupplierSchema = createSupplierSchemaDefinition;
+export type UpdateSupplierSchema = z.infer<typeof updateSupplierSchemaDefinition>;
 export const updateSupplierSchema = updateSupplierSchemaDefinition;

package/src/generated/schemas/syncshopifyorders_body.ts

@@ -8,8 +8,8 @@ import { z } from 'zod';
 
 // Schemas for syncshopifyorders_body endpoints
 
-// Dependency schema for syncshopifyorders_body
-const syncShopifyOrders_Body = z
+// Schema for syncShopifyOrders operation
+const syncShopifyOrdersSchemaDefinition = z
   .object({
     updated_since: z.string().datetime({ offset: true }),
     updated_until: z.string().datetime({ offset: true }),
@@ -17,4 +17,5 @@ const syncShopifyOrders_Body = z
   })
   .partial();
 
-
+export type SyncShopifyOrdersSchema = z.infer<typeof syncShopifyOrdersSchemaDefinition>;
+export const syncShopifyOrdersSchema = syncShopifyOrdersSchemaDefinition;

package/src/generated/schemas/tax.ts

@@ -8,7 +8,7 @@ import { z } from 'zod';
 
 // Schemas for tax endpoints
 
-// Schema for create tax operation
+// Schema for createTax operation
 const createTaxSchemaDefinition = z.object({
   name: z.string().max(100).optional(),
   tax_rates: z
@@ -26,11 +26,8 @@ const createTaxSchemaDefinition = z.object({
   metadata: z.union([z.record(z.string(), z.any()), z.null()]).optional(),
 });
 
-// Type for create tax operation
-export type CreateTaxSchema = z.infer<typeof createTaxSchemaDefinition>;
-
 
-// Schema for update tax operation
+// Schema for updateTax operation
 const updateTaxSchemaDefinition = z.object({
   tax_rates: z
     .array(
@@ -43,8 +40,9 @@ const updateTaxSchemaDefinition = z.object({
   is_default: z.boolean().optional(),
 });
 
-// Type for update tax operation
-export type UpdateTaxSchema = z.infer<typeof updateTaxSchemaDefinition>;
-
+export type CreateTaxSchema = z.infer<typeof createTaxSchemaDefinition>;
 export const createTaxSchema = createTaxSchemaDefinition;
+export type UpdateTaxSchema = z.infer<typeof updateTaxSchemaDefinition>;
 export const updateTaxSchema = updateTaxSchemaDefinition;
+export type ReplaceTaxSchema = z.infer<typeof createTaxSchemaDefinition>;
+export const replaceTaxSchema = createTaxSchemaDefinition;

package/src/generated/schemas/uploadfile_body.ts

@@ -8,7 +8,7 @@ import { z } from 'zod';
 
 // Schemas for uploadfile_body endpoints
 
-// Schema for upload file operation
+// Schema for uploadFile operation
 const uploadFileSchemaDefinition = z
   .object({
     file: z.instanceof(File).optional(),
@@ -18,7 +18,5 @@ const uploadFileSchemaDefinition = z
   })
   .passthrough();
 
-// Type for upload file operation
 export type UploadFileSchema = z.infer<typeof uploadFileSchemaDefinition>;
-
 export const uploadFileSchema = uploadFileSchemaDefinition;

package/src/generated/schemas/uploadfurscertificate_body.ts

@@ -8,13 +8,13 @@ import { z } from 'zod';
 
 // Schemas for uploadfurscertificate_body endpoints
 
-// Schema for upload furscertificate operation
-const uploadFursCertificateSchemaDefinition = z
+// Schema for uploadFinaCertificate operation
+const uploadFinaCertificateSchemaDefinition = z
   .object({ file: z.instanceof(File), passphrase: z.string() })
   .partial()
   .passthrough();
 
-// Type for upload furscertificate operation
-export type UploadFursCertificateSchema = z.infer<typeof uploadFursCertificateSchemaDefinition>;
-
-export const uploadFursCertificateSchema = uploadFursCertificateSchemaDefinition;
+export type UploadFinaCertificateSchema = z.infer<typeof uploadFinaCertificateSchemaDefinition>;
+export const uploadFinaCertificateSchema = uploadFinaCertificateSchemaDefinition;
+export type UploadFursCertificateSchema = z.infer<typeof uploadFinaCertificateSchemaDefinition>;
+export const uploadFursCertificateSchema = uploadFinaCertificateSchemaDefinition;

package/src/generated/schemas/userfinasettings.ts

@@ -8,12 +8,10 @@ import { z } from 'zod';
 
 // Schemas for userfinasettings endpoints
 
-// Schema for update userfinasettings operation
+// Schema for updateUserFinaSettings operation
 const updateUserFinaSettingsSchemaDefinition = z
   .object({ operator_oib: z.string(), operator_label: z.string() })
   .partial();
 
-// Type for update userfinasettings operation
 export type UpdateUserFinaSettingsSchema = z.infer<typeof updateUserFinaSettingsSchemaDefinition>;
-
 export const updateUserFinaSettingsSchema = updateUserFinaSettingsSchemaDefinition;

package/src/generated/schemas/userfurssettings.ts

@@ -8,12 +8,10 @@ import { z } from 'zod';
 
 // Schemas for userfurssettings endpoints
 
-// Schema for update userfurssettings operation
+// Schema for updateUserFursSettings operation
 const updateUserFursSettingsSchemaDefinition = z
   .object({ operator_tax_number: z.string(), operator_label: z.string() })
   .partial();
 
-// Type for update userfurssettings operation
 export type UpdateUserFursSettingsSchema = z.infer<typeof updateUserFursSettingsSchemaDefinition>;
-
 export const updateUserFursSettingsSchema = updateUserFursSettingsSchemaDefinition;

package/src/generated/schemas/userptsettings.ts

@@ -8,7 +8,7 @@ import { z } from 'zod';
 
 // Schemas for userptsettings endpoints
 
-// Schema for update userptsettings operation
+// Schema for updateUserPtSettings operation
 const updateUserPtSettingsSchemaDefinition = z
   .object({
     operator_first_name: z.string(),
@@ -20,7 +20,5 @@ const updateUserPtSettingsSchemaDefinition = z
   })
   .partial();
 
-// Type for update userptsettings operation
 export type UpdateUserPtSettingsSchema = z.infer<typeof updateUserPtSettingsSchemaDefinition>;
-
 export const updateUserPtSettingsSchema = updateUserPtSettingsSchemaDefinition;

package/src/generated/schemas/voidinvoice_body.ts

@@ -8,8 +8,8 @@ import { z } from 'zod';
 
 // Schemas for voidinvoice_body endpoints
 
-// Dependency schema for voidinvoice_body
-const voidInvoice_Body = z
+// Schema for voidAdvanceInvoice operation
+const voidAdvanceInvoiceSchemaDefinition = z
   .object({
     reason: z.string().min(1),
     has_original_document: z.union([z.boolean(), z.null()]),
@@ -17,4 +17,9 @@ const voidInvoice_Body = z
   .partial()
   .passthrough();
 
-
+export type VoidAdvanceInvoiceSchema = z.infer<typeof voidAdvanceInvoiceSchemaDefinition>;
+export const voidAdvanceInvoiceSchema = voidAdvanceInvoiceSchemaDefinition;
+export type VoidCreditNoteSchema = z.infer<typeof voidAdvanceInvoiceSchemaDefinition>;
+export const voidCreditNoteSchema = voidAdvanceInvoiceSchemaDefinition;
+export type VoidInvoiceSchema = z.infer<typeof voidAdvanceInvoiceSchemaDefinition>;
+export const voidInvoiceSchema = voidAdvanceInvoiceSchemaDefinition;

package/src/generated/schemas/webhook.ts

@@ -8,7 +8,7 @@ import { z } from 'zod';
 
 // Schemas for webhook endpoints
 
-// Schema for create webhook operation
+// Schema for createWebhook operation
 const createWebhookSchemaDefinition = z.object({
   url: z.string().max(2048).url(),
   description: z.string().max(500).optional(),
@@ -104,11 +104,8 @@ const createWebhookSchemaDefinition = z.object({
   metadata: z.union([z.record(z.string(), z.any()), z.null()]).optional(),
 });
 
-// Type for create webhook operation
-export type CreateWebhookSchema = z.infer<typeof createWebhookSchemaDefinition>;
-
 
-// Schema for update webhook operation
+// Schema for updateWebhook operation
 const updateWebhookSchemaDefinition = z
   .object({
     url: z.string().max(2048).url(),
@@ -206,8 +203,7 @@ const updateWebhookSchemaDefinition = z
   })
   .partial();
 
-// Type for update webhook operation
-export type UpdateWebhookSchema = z.infer<typeof updateWebhookSchemaDefinition>;
-
+export type CreateWebhookSchema = z.infer<typeof createWebhookSchemaDefinition>;
 export const createWebhookSchema = createWebhookSchemaDefinition;
+export type UpdateWebhookSchema = z.infer<typeof updateWebhookSchemaDefinition>;
 export const updateWebhookSchema = updateWebhookSchemaDefinition;

package/src/generated/schemas/wlsubscriptionbillingemail.ts

@@ -0,0 +1,17 @@
+/**
+ * This file was automatically generated using 'bun generate-schemas'.
+ * Do not edit this file manually. To update, run the generator again.
+ * @generated
+ */
+
+import { z } from 'zod';
+
+// Schemas for wlsubscriptionbillingemail endpoints
+
+// Schema for updateWLSubscriptionBillingEmail operation
+const updateWLSubscriptionBillingEmailSchemaDefinition = z.object({
+  billing_email: z.union([z.string(), z.null()]),
+});
+
+export type UpdateWLSubscriptionBillingEmailSchema = z.infer<typeof updateWLSubscriptionBillingEmailSchemaDefinition>;
+export const updateWLSubscriptionBillingEmailSchema = updateWLSubscriptionBillingEmailSchemaDefinition;

package/src/hooks/use-duplicate-document.ts

@@ -1,5 +1,6 @@
 import type {
   AdvanceInvoice,
+  CalculateDocumentPreview,
   CreateAdvanceInvoiceRequest,
   CreateCreditNoteRequest,
   CreateDeliveryNoteRequest,
@@ -11,10 +12,14 @@ import type {
   Invoice,
 } from "@spaceinvoices/js-sdk";
 import { useQuery } from "@tanstack/react-query";
+import { buildCustomCreateTemplateFromDocument } from "@/ui/components/documents/create/custom-create-template";
+import { toDocumentFormItem } from "@/ui/components/documents/create/document-form-item";
+import { totalsDifferByCents } from "@/ui/components/documents/create/preserved-expected-total";
 import { useEntities } from "@/ui/providers/entities-context";
 import { advanceInvoices } from "../../../js-sdk/src/sdk/advance-invoices";
 import { creditNotes } from "../../../js-sdk/src/sdk/credit-notes";
 import { deliveryNotes } from "../../../js-sdk/src/sdk/delivery-notes";
+import { documents } from "../../../js-sdk/src/sdk/documents";
 import { estimates } from "../../../js-sdk/src/sdk/estimates";
 import { invoices } from "../../../js-sdk/src/sdk/invoices";
 
@@ -34,13 +39,32 @@ type CreateRequest =
   | CreateAdvanceInvoiceRequest
   | CreateDeliveryNoteRequest;
 
+function shouldCheckForPreservedTotal(document: any): boolean {
+  return document?.creation_source === "custom" || Math.abs(document?.rounding_correction ?? 0) > 0;
+}
+
+function buildCalculatePayload(values: Partial<CreateRequest>): CalculateDocumentPreview | null {
+  if (!values.items?.length) {
+    return null;
+  }
+
+  return {
+    items: values.items,
+    customer_id: (values as any).customer_id,
+    customer: (values as any).customer,
+    currency_code: (values as any).currency_code,
+    date: (values as any).date,
+    calculation_mode: (values as any).calculation_mode,
+  };
+}
+
 /**
  * Get document type from ID prefix
  */
 export function getDocumentTypeFromId(id: string): DocumentType | null {
   if (id.startsWith("inv_")) return "invoice";
   if (id.startsWith("est_")) return "estimate";
-  if (id.startsWith("cn_")) return "credit_note";
+  if (id.startsWith("cre_") || id.startsWith("cn_")) return "credit_note";
   if (id.startsWith("adv_")) return "advance_invoice";
   if (id.startsWith("del_")) return "delivery_note";
   return null;
@@ -71,34 +95,7 @@ export function getAllowedDuplicateTargets(sourceType: DocumentType): DocumentTy
  * Copies relevant fields and resets computed/generated ones
  */
 function transformDocumentForDuplication(source: Document, targetType: DocumentType): Partial<CreateRequest> {
-  // Transform items - copy only the fields needed for creation
-  // Use type assertion for items since all document item types share the same shape
-  const sourceItems = source.items as Array<{
-    type?: string | null;
-    name: string;
-    description: string | null;
-    quantity: number;
-    price: number;
-    gross_price?: number | null;
-    taxes: Array<{ tax_id?: string }>;
-  }>;
-  const items = sourceItems?.map((item) => ({
-    type: item.type ?? undefined,
-    name: item.name,
-    description: item.description,
-    // Separator items skip financial fields
-    ...(item.type !== "separator"
-      ? {
-          quantity: item.quantity,
-          // Use gross_price if set, otherwise use price. The form uses is_gross_price as a UI toggle.
-          price: item.gross_price ?? item.price,
-          // Copy tax references (tax_id), not computed tax data
-          taxes: item.taxes?.map((tax) => ({ tax_id: tax.tax_id })),
-          // Derive is_gross_price from whether gross_price is set
-          gross_price: item.gross_price ?? undefined,
-        }
-      : {}),
-  }));
+  const items = source.items?.map((item) => toDocumentFormItem(item as any));
 
   // Build customer data - always copy if available (form needs this for display)
   const customerData = source.customer
@@ -129,9 +126,14 @@ function transformDocumentForDuplication(source: Document, targetType: DocumentT
     items: items as any,
     // Currency
     currency_code: source.currency_code,
+    calculation_mode: (source as any).calculation_mode ?? undefined,
     // Notes
     note: source.note,
     payment_terms: source.payment_terms,
+    reference: (source as any).reference,
+    signature: (source as any).signature,
+    tax_clause: (source as any).tax_clause,
+    footer: (source as any).footer,
     // Date - use today's date as ISO string
     date: new Date().toISOString(),
     // Number - leave empty for auto-generation
@@ -140,7 +142,6 @@ function transformDocumentForDuplication(source: Document, targetType: DocumentT
     // Skip linking if source is a draft (drafts have no number/fiscalization)
     ...(isConversion && !(source as any).is_draft ? { linked_documents: [source.id] } : {}),
   };
-
   // Copy service dates when source is an invoice (available on invoices and credit notes)
   if (sourceType === "invoice" || sourceType === "credit_note") {
     const sourceDoc = source as any;
@@ -152,6 +153,20 @@ function transformDocumentForDuplication(source: Document, targetType: DocumentT
     }
   }
 
+  if (sourceType === "estimate") {
+    const sourceDoc = source as Estimate & { title_type?: "estimate" | "proforma_invoice" | null };
+    if (sourceDoc.title_type) {
+      (baseData as CreateEstimateRequest).title_type = sourceDoc.title_type;
+    }
+  }
+
+  if (sourceType === "delivery_note") {
+    const sourceDoc = source as DeliveryNote & { hide_prices?: boolean | null };
+    if (sourceDoc.hide_prices !== undefined && sourceDoc.hide_prices !== null) {
+      (baseData as CreateDeliveryNoteRequest).hide_prices = sourceDoc.hide_prices;
+    }
+  }
+
   return baseData;
 }
 
@@ -240,6 +255,22 @@ export function useDuplicateDocument({
       }
 
       const initialValues = transformDocumentForDuplication(source, targetType);
+      if ((source as any).creation_source === "custom") {
+        (initialValues as any)._custom_create_template = buildCustomCreateTemplateFromDocument(source);
+      }
+      if (shouldCheckForPreservedTotal(source)) {
+        const calculatePayload = buildCalculatePayload(initialValues);
+        if (calculatePayload) {
+          const calculated = await documents.calculateDocumentPreview(
+            calculatePayload,
+            { type: targetType },
+            { entity_id: activeEntity.id },
+          );
+          if (totalsDifferByCents(calculated.total_with_tax, (source as any).total_with_tax)) {
+            (initialValues as any)._preserved_expected_total_with_tax = (source as any).total_with_tax;
+          }
+        }
+      }
 
       // Build source document summaries for conversions (different source → target type)
       const isConversion = sourceType !== targetType;

package/src/lib/date-only.ts

@@ -0,0 +1,58 @@
+const DATE_ONLY_PATTERN = /^\d{4}-\d{2}-\d{2}$/;
+const LEADING_DATE_ONLY_PATTERN = /^(\d{4}-\d{2}-\d{2})(?:$|T)/;
+
+export function toLocalDateOnlyString(date: Date): string {
+  const year = date.getFullYear();
+  const month = String(date.getMonth() + 1).padStart(2, "0");
+  const day = String(date.getDate()).padStart(2, "0");
+  return `${year}-${month}-${day}`;
+}
+
+export function normalizeDateOnlyInput(value: string | undefined): string | undefined {
+  if (!value) return undefined;
+  if (DATE_ONLY_PATTERN.test(value)) return value;
+
+  const utcMidnightMatch = value.match(/^(\d{4}-\d{2}-\d{2})T00:00:00(?:\.000)?Z$/);
+  if (utcMidnightMatch) {
+    return utcMidnightMatch[1];
+  }
+
+  const date = new Date(value);
+  if (Number.isNaN(date.getTime())) {
+    return value;
+  }
+
+  return toLocalDateOnlyString(date);
+}
+
+export function toUtcMidnightIsoString(value: string | undefined): string | undefined {
+  const dateOnly = normalizeDateOnlyInput(value);
+  return dateOnly ? `${dateOnly}T00:00:00.000Z` : undefined;
+}
+
+export function extractDateOnlyToken(value: string | undefined): string | undefined {
+  return value?.match(LEADING_DATE_ONLY_PATTERN)?.[1];
+}
+
+export function formatDateOnlyForDisplay(
+  value: Date | string | null | undefined,
+  locale: string,
+  options: Intl.DateTimeFormatOptions = {
+    year: "numeric",
+    month: "short",
+    day: "numeric",
+  },
+): string {
+  if (!value) return "-";
+
+  const normalized = typeof value === "string" ? normalizeDateOnlyInput(value) ?? extractDateOnlyToken(value) : undefined;
+  const dateOnly = normalized ?? (value instanceof Date ? toLocalDateOnlyString(value) : undefined);
+
+  if (!dateOnly) {
+    return typeof value === "string" ? value : "-";
+  }
+
+  return new Intl.DateTimeFormat(locale, { ...options, timeZone: "UTC" }).format(
+    new Date(`${dateOnly}T00:00:00.000Z`),
+  );
+}