feat: enhance invoice creation and editing experience

- Added a new `isCreate` prop to manage the invoice creation state in the invoice top fields component.
- Implemented a conditional invoice type selection for the export operation in the invoice top fields.
- Updated sidebar module links to simplify URL parameters for invoice exports.
- Refactored invoice type handling in the dashboard to improve dynamic title generation based on operation type and invoice type.
- Adjusted server-side logic to enforce required parameters for invoice creation based on operation type.
- Cleaned up unused filters in the invoice page to streamline the user interface.

frontend/src/lib/components/dashboard/invoices/edit/invoice-top-fields.svelte

@@ -18,6 +18,7 @@
 		defaultInvoiceType = undefined,
 		invoiceType = undefined,
 		isSettings = false,
+		isCreate = false,
 		highlightFieldId = null,
 		onDismissHighlightForField = undefined
 	}: {
@@ -29,6 +30,7 @@
 		defaultInvoiceType?: string | null;
 		invoiceType?: string;
 		isSettings?: boolean;
+		isCreate?: boolean;
 		highlightFieldId?: string | null;
 		onDismissHighlightForField?: (fieldKey: string) => void;
 	} = $props();
@@ -233,16 +235,38 @@
 			id="invoice-field-invoice_type"
 			tabindex="-1"
 			class={cn(
-				'min-w-[100px] flex-1 space-y-1 rounded-md outline-none',
+				'min-w-[140px] flex-[1.2] space-y-1 rounded-md outline-none',
 				hl('invoice_type')
 			)}
 		>
 			<Label class="text-xs text-muted-foreground"
 				>{m.invoice_edit_form_invoice_type_label()}</Label
 			>
-			<p class="flex h-8 items-center text-sm font-medium">
-				{formData.invoice_type ? `${formData.invoice_type}` : '...'}
-			</p>
+			{#if isCreate && !isSettings && formData.operation_type === 'exp'}
+				<Select.Root
+					type="single"
+					value={formData.invoice_type || ''}
+					onValueChange={(v) => {
+						formData.invoice_type = v || '';
+					}}
+				>
+					<Select.Trigger class={cn('h-8 w-full text-sm', hl('invoice_type'))}>
+						<span class="truncate">
+							{filteredInvoiceTypes.find((t) => t.key === formData.invoice_type)?.description ||
+								m.invoice_edit_form_invoice_type_placeholder()}
+						</span>
+					</Select.Trigger>
+					<Select.Content class="max-h-[min(60vh,320px)]">
+						{#each filteredInvoiceTypes as t}
+							<Select.Item value={t.key}>{t.description}</Select.Item>
+						{/each}
+					</Select.Content>
+				</Select.Root>
+			{:else}
+				<p class="flex h-8 items-center text-sm font-medium">
+					{formData.invoice_type ? `${formData.invoice_type}` : '...'}
+				</p>
+			{/if}
 		</div>
 	{/if}
 

frontend/src/lib/components/sidebar/modules.ts

@@ -447,7 +447,7 @@ export function getSidebarData(): SidebarData {
 				items: [
 					{
 						title: m["sidebar.export_invoices.exportation"](),
-						url: "/dashboard/invoices?operation_type=exp&invoice_type=EXDEF",
+						url: "/dashboard/invoices?operation_type=exp",
 						permission: "invoice.exp.view"
 					},
 					{

frontend/src/lib/components/sidebar/team-switcher.svelte

@@ -73,32 +73,9 @@
 		}
 	}
 
-	function normalizeIdentity(value: string | undefined | null): string {
-		return (value ?? '').trim().toLowerCase();
-	}
-
-	let tenantIdentitySet = $derived.by(() => {
-		const set = new Set<string>();
-		for (const tenant of userTenants) {
-			set.add(normalizeIdentity(tenant.name));
-			set.add(normalizeIdentity(tenant.slug));
-		}
-		set.delete('');
-		return set;
-	});
-
-	// Excluir del listado de companias cualquier registro que realmente represente al tenant.
-	let myCompanies = $derived(
-		companyStore.companies.filter((company) => !tenantIdentitySet.has(normalizeIdentity(company.name)))
-	);
-
-	$effect(() => {
-		const active = companyStore.activeCompany;
-		if (!active) return;
-		if (!tenantIdentitySet.has(normalizeIdentity(active.name))) return;
-		if (myCompanies.length === 0) return;
-		void companyStore.setActiveCompany(myCompanies[0], true);
-	});
+	// Misma lista que devuelve my-companies; no filtrar por tenant (nombre/slug equivalentes
+	// ocultaban la empresa creada al primer login).
+	let myCompanies = $derived(companyStore.companies);
 </script>
 
 <Sidebar.Menu>

frontend/src/routes/dashboard/invoices/+page.svelte

@@ -275,26 +275,39 @@
 		}
 	});
 
-	// Título dinámico según el tipo de operación y factura
+	// Título dinámico según el tipo de operación y tipo de factura (i18n para casos clásicos; catálogo API para el resto)
 	const viewTitle = $derived.by(() => {
 		const op = filters.operation_type;
-		const type = filters.invoice_type;
-		
+		const type = (filters.invoice_type || '').trim();
+
 		const base = m['invoice_list.titles.base']();
-		
+
+		const titleFromInvoiceTypesCatalog = (): string | null => {
+			if (!type || !data.invoiceTypes?.length) return null;
+			const hit = data.invoiceTypes.find((t: { key: string }) => t.key === type);
+			if (!hit?.description) return null;
+			return `${base} DE ${String(hit.description).trim().toUpperCase()}`;
+		};
+
 		if (op === 'imp') {
 			if (type === 'TEM') return `${base} ${m['invoice_list.titles.import_temporal']()}`;
 			if (type === 'DEF') return `${base} ${m['invoice_list.titles.import_definitive']()}`;
 			if (type === 'MEX') return `${base} ${m['invoice_list.titles.import_mexican']()}`;
 			if (type === 'CR') return `${base} ${m['invoice_list.titles.import_regime_change']()}`;
 			if (type === 'REP') return `${base} ${m['invoice_list.titles.import_repair']()}`;
+			const catalogTitle = titleFromInvoiceTypesCatalog();
+			if (catalogTitle) return catalogTitle;
 			return `${base} ${m['invoice_list.titles.import']()}`;
-		} else if (op === 'exp') {
+		}
+
+		if (op === 'exp') {
 			if (type === 'EXDEF') return `${base} ${m['invoice_list.titles.export_definitive']()}`;
 			if (type === 'REPAR') return `${base} ${m['invoice_list.titles.export_repair']()}`;
+			const catalogTitle = titleFromInvoiceTypesCatalog();
+			if (catalogTitle) return catalogTitle;
 			return `${base} ${m['invoice_list.titles.export']()}`;
 		}
-		
+
 		return m['invoice_list.header.title']();
 	});
 
@@ -1355,13 +1368,6 @@
 		}
 	}
 
-	// Opciones de tipo de operación para el filtro
-	const operationTypeOptions = $derived.by(() => [
-		{ value: '', label: m.invoice_list_operation_types_all() },
-		{ value: 'imp', label: m.invoice_list_operation_types_import() },
-		{ value: 'exp', label: m.invoice_list_operation_types_export() }
-	]);
-
 	// Todas las opciones de tipo de factura con su operación correspondiente
 	const allInvoiceTypeOptions = $derived(() => {
 		const options = [{ value: '', label: m.invoice_list_operation_types_all(), operation: 'both' }];
@@ -1445,35 +1451,6 @@
 			<p class="text-muted-foreground">{m.invoice_list_header_description()}</p>
 		</div>
 		<div class="flex flex-wrap items-center gap-2">
-			<!-- Filtros ocultos por requerimiento -->
-			<div class="hidden">
-				<select
-					id="filter-operation-type"
-					bind:value={filters.operation_type}
-					class="flex h-9 w-[180px] rounded-md border border-input bg-card px-3 py-1 text-sm shadow-sm ring-offset-background focus-visible:ring-2 focus-visible:ring-ring focus-visible:outline-none"
-					title={m.invoice_list_filters_operation_label()}
-				>
-					{#each operationTypeOptions as option}
-						<option value={option.value}>
-							{option.value === '' ? m.invoice_list_filters_operation_all_option() : option.label}
-						</option>
-					{/each}
-				</select>
-				
-				<select
-					id="filter-invoice-type"
-					bind:value={filters.invoice_type}
-					class="flex h-9 w-[220px] rounded-md border border-input bg-card px-3 py-1 text-sm shadow-sm ring-offset-background focus-visible:ring-2 focus-visible:ring-ring focus-visible:outline-none"
-					title={m.invoice_list_filters_invoice_type_label()}
-				>
-					{#each invoiceTypeOptions() as option}
-						<option value={option.value}>
-							{option.value === '' ? m.invoice_list_filters_invoice_type_all_option() : option.label}
-						</option>
-					{/each}
-				</select>
-			</div>
-
 			<Button variant="outline" class="h-9" onclick={() => goto('/dashboard/invoices/settings')}>
 				<Settings class="mr-2" size={16} />
 				{m.invoice_list_actions_parameters()}
@@ -1503,6 +1480,20 @@
 					<Card.Title>{m.invoice_list_card_invoice_list_title()}</Card.Title>
 				</div>
 				<div class="flex flex-wrap items-center gap-2">
+					{#if filters.operation_type === 'exp'}
+						<select
+							id="filter-invoice-type"
+							bind:value={filters.invoice_type}
+							class="flex h-9 w-[min(100%,260px)] shrink-0 rounded-md border border-input bg-card px-3 py-1 text-sm shadow-sm ring-offset-background focus-visible:ring-2 focus-visible:ring-ring focus-visible:outline-none"
+							title={m.invoice_list_filters_invoice_type_label()}
+						>
+							{#each invoiceTypeOptions() as option}
+								<option value={option.value}>
+									{option.value === '' ? m.invoice_list_filters_invoice_type_all_option() : option.label}
+								</option>
+							{/each}
+						</select>
+					{/if}
 					<Input
 						bind:value={filters.invoice_number}
 						placeholder={m.invoice_list_filters_invoice_number_placeholder()}

frontend/src/routes/dashboard/invoices/edit/[id]/+page.server.ts

@@ -26,8 +26,11 @@ export const load: PageServerLoad = async ({ params, cookies, fetch, url }) => {
 		parsedOperationType = operationTypeParam;
 	}
 
-	// Para creación ('new'), es obligatorio tener operation_type e invoice_type
-	if (params.id === 'new' && (!parsedOperationType || !invoiceTypeParam)) {
+	// Para creación ('new'): siempre operation_type; invoice_type obligatorio solo en importación.
+	if (params.id === 'new' && !parsedOperationType) {
+		throw redirect(302, '/dashboard');
+	}
+	if (params.id === 'new' && parsedOperationType === 'imp' && !invoiceTypeParam) {
 		throw redirect(302, '/dashboard');
 	}
 

frontend/src/routes/dashboard/invoices/edit/[id]/+page.svelte

@@ -498,14 +498,20 @@
 	let lastFetchedDate = $state('');
 	let originalInvoiceDate = $state(data.invoice?.invoice_date || '');
 
-	// Derivados reactivos para el tipo de factura y operación
+	// Tipo de factura efectivo (cabecera + tabs): prioridad campos superiores, luego URL/factura.
+	// En importación sin tipo aún, se asume TEM como antes; en exportación sin tipo, cadena vacía (sin forzar TEM).
 	let invoiceType = $derived.by(() => {
-		return (
-			InvoiceTopFieldsFormData?.invoice_type ||
-			data.filters?.invoice_type ||
-			data.invoice?.invoice_type ||
-			'TEM'
-		); // Default to TEM if not found
+		const top = InvoiceTopFieldsFormData?.invoice_type;
+		if (top !== undefined && top !== null && String(top).trim() !== '') {
+			return String(top).trim();
+		}
+		if (data.filters?.invoice_type) return String(data.filters.invoice_type).trim();
+		if (data.invoice?.invoice_type) return String(data.invoice.invoice_type).trim();
+		const op =
+			InvoiceTopFieldsFormData?.operation_type ||
+			data.invoice?.operation_type ||
+			data.filters?.operation_type;
+		return op === 'imp' ? 'TEM' : '';
 	});
 
 	let operationTypeText = $derived.by(() => {
@@ -1044,19 +1050,18 @@
 				</Button>
 				<h1 class="text-3xl font-bold tracking-tight">
 					{#if data.isCreate}
-						{@const invoiceType = generalFormData?.invoice_type || data.filters?.invoice_type}
-						{@const invoiceTypeInfo = invoiceType
-							? data.invoiceTypes?.find((t) => t.key === invoiceType)
-							: null}
 						{m.invoice_edit_new_title()}
-						{#if invoiceTypeInfo}
-							<span class="text-2xl font-normal text-muted-foreground">
-								- {invoiceTypeInfo.description}
-							</span>
-						{/if}
 					{:else}
 						{m.invoice_edit_page_invoice_prefix()}{data.invoice.id}
 					{/if}
+					{#if invoiceType}
+						{@const headerInvoiceTypeInfo = data.invoiceTypes?.find((t) => t.key === invoiceType)}
+						{#if headerInvoiceTypeInfo}
+							<span class="text-2xl font-normal text-muted-foreground">
+								- {headerInvoiceTypeInfo.description}
+							</span>
+						{/if}
+					{/if}
 				</h1>
 				<Badge variant="outline" class="px-3 py-1 text-sm font-bold {operationColorClass}">
 					{operationTypeText}
@@ -1088,6 +1093,7 @@
 				defaultOperationType={data.filters?.operation_type ?? undefined}
 				defaultInvoiceType={data.filters?.invoice_type ?? undefined}
 				{invoiceType}
+				isCreate={data.isCreate === true}
 				highlightFieldId={validationHighlightField}
 				onDismissHighlightForField={dismissValidationHighlight}
 			/>