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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)

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Westech Admin
2026-05-20 22:57:53 +00:00
parent 6a5f2a3ebb
commit 4f4717463e
17 changed files with 469 additions and 916895 deletions
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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>