Document Lifecycle

Each document type in Storno.ro has a defined set of statuses and allowed transitions.

Invoice Lifecycle

                                    ┌──────────┐
                              ┌────►│ cancelled │
                              │     └──────────┘
                              │          │
                              │          │ restore
                              │          ▼
┌───────┐  issue  ┌────────┐  │     ┌───────┐  submit  ┌─────────────┐
│ draft │────────►│ issued │──┘     │ draft │         │sent_to_provider│
│       │         │        │────────────────────────►│             │
└───────┘         └────────┘                         └──────┬──────┘
                                                            │
                                              ┌─────────────┼─────────────┐
                                              ▼             ▼             ▼
                                        ┌───────────┐ ┌──────────┐ ┌──────────┐
                                        │ validated  │ │ rejected │ │  error   │
                                        └─────┬─────┘ └──────────┘ └──────────┘
                                              │
                                    ┌─────────┼──────────┐
                                    ▼         ▼          ▼
                              ┌──────┐ ┌──────────────┐ ┌─────────┐
                              │ paid │ │partially_paid│ │ overdue │
                              └──────┘ └──────────────┘ └─────────┘

Invoice Statuses

Status	Description
`draft`	Initial state. Invoice can be edited and deleted.
`issued`	Invoice has been validated and XML/PDF generated. Cannot be edited.
`sent_to_provider`	XML uploaded to e-invoice provider. Awaiting processing.
`validated`	E-invoice provider accepted the invoice.
`rejected`	E-invoice provider rejected the invoice. Needs correction.
`cancelled`	Invoice was cancelled. Can be restored to draft.
`paid`	Full payment recorded (`amountPaid >= total`).
`partially_paid`	Partial payment recorded (`0 < amountPaid < total`).
`overdue`	Past due date with outstanding balance.
`synced`	Incoming invoice synced from e-invoice provider (not created locally).

Key Rules

Only draft invoices can be edited or deleted
Issuing an invoice is irreversible (but it can be cancelled)
Cancelled invoices can be restored back to draft
Payment statuses (paid, partially_paid, overdue) are computed from payment records
Credit notes should be used to correct validated invoices

Proforma Invoice Lifecycle

┌───────┐  send   ┌──────┐  accept  ┌──────────┐  convert  ┌───────────┐
│ draft │────────►│ sent │─────────►│ accepted │──────────►│ converted │
│       │         │      │          │          │           │(→ invoice)│
└───┬───┘         └──┬───┘          └──────────┘           └───────────┘
    │                │
    │                │  reject
    │                ▼
    │           ┌──────────┐
    │           │ rejected │
    │           └──────────┘
    │
    │  cancel
    ▼
┌───────────┐
│ cancelled │
└───────────┘

Proforma Statuses

Status	Description
`draft`	Initial state. Can be edited and deleted.
`sent`	Proforma sent to client. Awaiting response.
`accepted`	Client accepted the proforma.
`rejected`	Client rejected the proforma.
`converted`	Proforma converted to a real invoice.
`cancelled`	Proforma cancelled.

Key Rules

Only draft proformas can be edited
Converting creates a new invoice with the same data
The convertedInvoice field links to the created invoice

Delivery Note Lifecycle

┌───────┐  issue  ┌────────┐  convert  ┌───────────┐
│ draft │────────►│ issued │──────────►│ converted │
│       │         │        │           │(→ invoice)│
└───┬───┘         └────┬───┘           └───────────┘
    │                   │
    │  cancel           │  cancel
    ▼                   ▼
┌───────────┐     ┌───────────┐
│ cancelled │     │ cancelled │
└───────────┘     └───────────┘

Delivery Note Statuses

Status	Description
`draft`	Initial state. Can be edited and deleted.
`issued`	Delivery note issued. Cannot be edited.
`converted`	Converted to an invoice.
`cancelled`	Delivery note cancelled.

Credit Notes

Credit notes use the Invoice entity with isCreditNote: true. They follow the same lifecycle as invoices but are specifically used to:

Correct errors in validated invoices
Issue partial or full refunds
Adjust quantities or prices

Credit notes reference the original invoice via parentDocumentId.

Payment Tracking

Payments are tracked separately from invoice status:

# Record a payment
POST /api/v1/invoices/{uuid}/payments
{
  "amount": 1000.00,
  "paymentDate": "2026-02-15",
  "paymentMethod": "bank_transfer"
}

When amountPaid == total → status becomes paid
When 0 < amountPaid < total → status becomes partially_paid
When dueDate < today && amountPaid < total → status becomes overdue
Deleting a payment recalculates the status

Status Transitions Summary

Action	From	To
Issue invoice	`draft`	`issued`
Submit to provider	`issued`	`sent_to_provider`
Provider validates	`sent_to_provider`	`validated`
Provider rejects	`sent_to_provider`	`rejected`
Cancel	`draft`, `issued`	`cancelled`
Restore	`cancelled`	`draft`
Full payment	any active	`paid`
Partial payment	any active	`partially_paid`
Past due date	any unpaid	`overdue`