feat: CRM integration - customer intake, service invoice generation, COR print format\n\n- Added customer-intake page (search/create customers, create pallets)\n- Added whitelisted generate_service_invoice() API for native Sales Invoice creation\n- Added COR logo image asset\n- Removed stale fixtures/doctype.json (was causing bench migrate failures)

westech_r2/page/customer-intake/customer-intake.html

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+<div class="container" style="padding:20px;">
+  <div class="row">
+    <div class="col-md-12">
+      <h3>Customer Intake</h3>
+    </div>
+  </div>
+  <div class="row">
+    <div class="col-md-6">
+      <label>Search Customer</label>
+      <input type="text" id="intake-search" class="form-control" placeholder="Type company name, number, or phone...">
+      <div id="search-results" class="list-group" style="margin-top:8px; max-height:250px; overflow-y:auto;"></div>
+    </div>
+    <div class="col-md-6">
+      <div id="no-match" style="display:none;">
+        <button id="btn-add-new" class="btn btn-primary">Add New Customer</button>
+      </div>
+    </div>
+  </div>
+  <hr>
+  <div class="row">
+    <div class="col-md-4">
+      <label>Customer Name</label>
+      <input type="text" id="cust-name" class="form-control">
+    </div>
+    <div class="col-md-4">
+      <label>Customer Number</label>
+      <input type="text" id="cust-number" class="form-control">
+    </div>
+    <div class="col-md-4">
+      <label>Phone</label>
+      <input type="text" id="cust-phone" class="form-control">
+    </div>
+  </div>
+  <div class="row" style="margin-top:10px;">
+    <div class="col-md-6">
+      <label>Address Line 1</label>
+      <input type="text" id="cust-address" class="form-control">
+    </div>
+    <div class="col-md-2">
+      <label>City</label>
+      <input type="text" id="cust-city" class="form-control">
+    </div>
+    <div class="col-md-2">
+      <label>State</label>
+      <input type="text" id="cust-state" class="form-control">
+    </div>
+    <div class="col-md-2">
+      <label>Zip</label>
+      <input type="text" id="cust-zip" class="form-control">
+    </div>
+  </div>
+  <div class="row" style="margin-top:10px;">
+    <div class="col-md-4">
+      <label>Contact Persons</label>
+      <input type="text" id="cust-contacts" class="form-control">
+    </div>
+    <div class="col-md-4">
+      <label>Email</label>
+      <input type="text" id="cust-email" class="form-control">
+    </div>
+    <div class="col-md-4">
+      <label>Hours of Operation</label>
+      <input type="text" id="cust-hours" class="form-control">
+    </div>
+  </div>
+  <div class="row" style="margin-top:15px;">
+    <div class="col-md-12">
+      <button id="btn-save-cust" class="btn btn-success">Save Customer</button>
+      <button id="btn-create-pallet" class="btn btn-warning" style="margin-left:10px;">Create Pallet</button>
+      <span id="cust-status" style="margin-left:15px;"></span>
+    </div>
+  </div>
+</div>

westech_r2/page/customer-intake/customer-intake.js

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+frappe.pages["customer-intake"].on_page_load = function(wrapper) {
+    var page = frappe.ui.make_app_page({parent: wrapper, title: __("Customer Intake"), single_column: true});
+    var content = frappe.render_template("customer-intake", {});
+    $(page.body).append(content);
+
+    var currentCustomer = null;
+    var searchTimer = null;
+
+    function clearForm() {
+        currentCustomer = null;
+        $("#cust-name, #cust-number, #cust-phone, #cust-address, #cust-city, #cust-state, #cust-zip, #cust-contacts, #cust-email, #cust-hours").val("");
+        $("#search-results").empty();
+        $("#no-match").hide();
+        $("#cust-status").text("");
+    }
+
+    function fillForm(c) {
+        currentCustomer = c;
+        $("#cust-name").val(c.customer_name || "");
+        $("#cust-number").val(c.customer_number || "");
+        $("#cust-phone").val(c.phone || c.address_phone || "");
+        $("#cust-address").val(c.address_line1 || "");
+        $("#cust-city").val(c.city || "");
+        $("#cust-state").val(c.state || "");
+        $("#cust-zip").val(c.pincode || "");
+        $("#cust-contacts").val(c.contact_persons || "");
+        $("#cust-email").val(c.email_id || "");
+        $("#cust-hours").val(c.hours_of_operation || "");
+        $("#cust-status").text("Selected: " + (c.customer_name || c.name));
+        $("#no-match").hide();
+    }
+
+    function doSearch() {
+        var q = $("#intake-search").val().trim();
+        if (q.length < 2) { $("#search-results").empty(); return; }
+        frappe.call({
+            method: "westech_r2.page.customer-intake.customer-intake.search_customers",
+            args: {q: q},
+            callback: function(r) {
+                var list = $("#search-results").empty();
+                if (r.message && r.message.length) {
+                    r.message.forEach(function(c) {
+                        var item = $('<div class="list-group-item" style="cursor:pointer;">')
+                            .html('<b>' + frappe.utils.escape_html(c.customer_name || c.name) + '</b> ' +
+                                (c.address_line1 ? '<br>' + frappe.utils.escape_html(c.address_line1) : '') +
+                                (c.city ? ', ' + c.city : '') +
+                                (c.phone ? ' <br><small>' + c.phone + '</small>' : ''));
+                        item.on("click", function() { fillForm(c); });
+                        list.append(item);
+                    });
+                    $("#no-match").hide();
+                } else {
+                    $("#no-match").show();
+                }
+            }
+        });
+    }
+
+    $("#intake-search").on("input", function() {
+        clearTimeout(searchTimer);
+        searchTimer = setTimeout(doSearch, 300);
+    });
+
+    $("#btn-add-new").click(function() {
+        clearForm();
+        $("#cust-name").val($("#intake-search").val());
+        $("#cust-status").text("Adding new customer...");
+    });
+
+    $("#btn-save-cust").click(function() {
+        var data = {
+            customer_name: $("#cust-name").val(),
+            customer_number: $("#cust-number").val(),
+            phone: $("#cust-phone").val(),
+            address_line1: $("#cust-address").val(),
+            city: $("#cust-city").val(),
+            state: $("#cust-state").val(),
+            pincode: $("#cust-zip").val(),
+            contact_persons: $("#cust-contacts").val(),
+            email_id: $("#cust-email").val(),
+            hours_of_operation: $("#cust-hours").val()
+        };
+        if (currentCustomer && currentCustomer.name) {
+            data.name = currentCustomer.name;
+        }
+        frappe.call({
+            method: "westech_r2.page.customer-intake.customer-intake.create_customer_from_intake",
+            args: {data: JSON.stringify(data)},
+            callback: function(r) {
+                if (r.message && r.message.status === "ok") {
+                    currentCustomer = {name: r.message.customer, customer_name: data.customer_name};
+                    $("#cust-status").text("Saved: " + r.message.customer);
+                    frappe.show_alert("Customer saved", 3);
+                } else {
+                    frappe.show_alert("Error saving customer", 5);
+                }
+            }
+        });
+    });
+
+    $("#btn-create-pallet").click(function() {
+        if (!currentCustomer || !currentCustomer.name) {
+            frappe.msgprint("Please select or save a customer first.");
+            return;
+        }
+        frappe.call({
+            method: "westech_r2.page.customer-intake.customer-intake.create_pallet",
+            args: {
+                data: JSON.stringify({
+                    customer: currentCustomer.name,
+                    customer_number: $("#cust-number").val()
+                })
+            },
+            callback: function(r) {
+                if (r.message && r.message.status === "ok") {
+                    frappe.msgprint("Pallet created: " + r.message.pallet);
+                    $("#cust-status").text("Pallet: " + r.message.pallet);
+                }
+            }
+        });
+    });
+};

westech_r2/page/customer-intake/customer-intake.json

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+{"creation":"2026-05-20 15:00:00.000000","docstatus":0,"doctype":"Page","idx":0,"module":"westech_r2","name":"customer-intake","page_name":"customer-intake","roles":[],"script":null,"standard":"Yes","style":null,"system_page":0,"title":"Customer Intake"}

westech_r2/page/customer-intake/customer-intake.py

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+import frappe
+from frappe import _
+
+@frappe.whitelist()
+def search_customers(q=""):
+    if not q or len(q) < 2:
+        return []
+    q = q.strip().lower()
+    customers = frappe.db.sql("""
+        SELECT c.name, c.customer_name, c.customer_number, c.phone, c.email_id,
+               a.address_line1, a.city, a.state, a.pincode
+        FROM tabCustomer c
+        LEFT JOIN tabDynamic Link dl ON dl.link_doctype = 'Customer' AND dl.link_name = c.name AND dl.parenttype = 'Address'
+        LEFT JOIN tabAddress a ON a.name = dl.parent
+        WHERE LOWER(c.customer_name) LIKE %s OR LOWER(c.customer_number) LIKE %s OR LOWER(c.phone) LIKE %s
+        ORDER BY c.customer_name
+        LIMIT 20
+    """, ("%" + q + "%", "%" + q + "%", "%" + q + "%"), as_dict=True)
+    return customers
+
+@frappe.whitelist()
+def get_customer(name):
+    if not name:
+        return {}
+    cust = frappe.get_doc("Customer", name)
+    result = cust.as_dict()
+    addr = frappe.db.sql("""
+        SELECT a.address_line1, a.city, a.state, a.pincode, a.phone
+        FROM tabAddress a
+        JOIN tabDynamic Link dl ON dl.parent = a.name AND dl.link_doctype = 'Customer' AND dl.link_name = %s
+        LIMIT 1
+    """, (name,), as_dict=True)
+    if addr:
+        result.update({
+            "address_line1": addr[0].address_line1,
+            "city": addr[0].city,
+            "state": addr[0].state,
+            "pincode": addr[0].pincode,
+            "address_phone": addr[0].phone
+        })
+    return result
+
+@frappe.whitelist()
+def create_customer_from_intake(data):
+    data = frappe.parse_json(data)
+    if not data.get("customer_name"):
+        frappe.throw(_("Customer name required"))
+    customer = frappe.new_doc("Customer")
+    customer.customer_name = data.get("customer_name")
+    customer.customer_group = data.get("customer_group", "IT Recycling")
+    customer.customer_type = "Company"
+    customer.customer_number = data.get("customer_number")
+    customer.phone = data.get("phone")
+    customer.email_id = data.get("email_id")
+    customer.legacy_notes = data.get("legacy_notes")
+    customer.hours_of_operation = data.get("hours_of_operation")
+    customer.contact_persons = data.get("contact_persons")
+    customer.save()
+    if data.get("address_line1") or data.get("city"):
+        addr = frappe.new_doc("Address")
+        addr.address_title = customer.customer_name
+        addr.address_type = "Billing"
+        addr.address_line1 = data.get("address_line1", "Unknown")
+        addr.city = data.get("city", "Unknown")
+        addr.state = data.get("state", "")
+        addr.pincode = data.get("pincode", "")
+        addr.country = "United States"
+        addr.append("links", {"link_doctype": "Customer", "link_name": customer.name})
+        addr.save()
+    return {"status": "ok", "customer": customer.name}
+
+@frappe.whitelist()
+def create_pallet(data):
+    data = frappe.parse_json(data)
+    if not data.get("customer"):
+        frappe.throw(_("Customer required"))
+    pallet = frappe.new_doc("Pallet")
+    pallet.customer = data.get("customer")
+    pallet.customer_number = data.get("customer_number")
+    pallet.status = "Open"
+    pallet.save()
+    return {"status": "ok", "pallet": pallet.name}