feat(workshop): add new customer from new order modal

- Added POST /pos/api/service-orders/customers endpoint for workshop.edit users. - Added 'Nuevo cliente' modal reachable from the new service order form. - After creation the customer is automatically selected in the order.
2026-06-30 19:45:41 +00:00
parent 603046cb09
commit 5c700e98c3
3 changed files with 152 additions and 3 deletions
--- a/pos/blueprints/service_order_bp.py
+++ b/pos/blueprints/service_order_bp.py
@@ -3,6 +3,8 @@
 Prefix: /pos/api/service-orders
 """

+import json
+
 from flask import Blueprint, g, jsonify, request
 from middleware import require_auth
 from services.service_order_engine import (
@@ -374,6 +376,40 @@ def assign_mechanic_endpoint(so_id):
        conn.close()


+@service_order_bp.route('/customers', methods=['POST'])
+@require_auth('workshop.edit')
+def create_customer_for_workshop():
+    """Create a customer directly from the workshop flow."""
+    data = request.get_json() or {}
+    if not data.get('name'):
+        return jsonify({'error': 'El nombre es obligatorio'}), 400
+
+    conn = get_tenant_conn(g.tenant_id)
+    cur = conn.cursor()
+    try:
+        cur.execute("""
+            INSERT INTO customers
+                (branch_id, name, rfc, razon_social, regimen_fiscal, uso_cfdi,
+                 cp, email, phone, address, price_tier, credit_limit, max_discount_pct, vehicle_info)
+            VALUES (%s,%s,%s,%s,%s,%s,%s,%s,%s,%s,%s,%s,%s,%s)
+            RETURNING id
+        """, (
+            data.get('branch_id', g.branch_id), data['name'], data.get('rfc'),
+            data.get('razon_social'), data.get('regimen_fiscal'), data.get('uso_cfdi', 'G03'),
+            data.get('cp'), data.get('email'), data.get('phone'), data.get('address'),
+            data.get('price_tier', 1), data.get('credit_limit', 0), data.get('max_discount_pct', 0),
+            json.dumps(data['vehicle_info']) if data.get('vehicle_info') else None
+        ))
+        customer_id = cur.fetchone()[0]
+        conn.commit()
+        cur.close(); conn.close()
+        return jsonify({'id': customer_id, 'message': 'Cliente creado'}), 201
+    except Exception as e:
+        conn.rollback()
+        cur.close(); conn.close()
+        return jsonify({'error': str(e)}), 500
+
+
@service_order_bp.route('/vehicles', methods=['POST'])
@require_auth('workshop.edit')
 def create_vehicle_for_workshop():
--- a/pos/static/js/workshop.js
+++ b/pos/static/js/workshop.js
@@ -23,6 +23,7 @@ var Workshop = (function() {
    var vehicleSearchTimer = null;
    var selectedEditVehicle = null;
    var newVehicleContext = null;
+    var newCustomerContext = null;
    var currentView = 'list';
    var currentPage = 1;
    var perPage = 25;
@@ -768,6 +769,65 @@ var Workshop = (function() {
        }
    }

+    function openNewCustomerModal(context) {
+        newCustomerContext = context || 'new';
+        document.getElementById('newCustomerModal').classList.add('is-open');
+        document.getElementById('ncName').value = '';
+        document.getElementById('ncPhone').value = '';
+        document.getElementById('ncEmail').value = '';
+        document.getElementById('ncRfc').value = '';
+        document.getElementById('ncPriceTier').value = '1';
+        document.getElementById('ncAddress').value = '';
+    }
+
+    function openNewCustomerModalFromNewOrder() {
+        openNewCustomerModal('new');
+    }
+
+    function closeNewCustomerModal() {
+        document.getElementById('newCustomerModal').classList.remove('is-open');
+    }
+
+    async function saveNewCustomer() {
+        var name = document.getElementById('ncName').value.trim();
+        if (!name) {
+            alert('El nombre es obligatorio');
+            return;
+        }
+        var payload = {
+            name: name,
+            phone: document.getElementById('ncPhone').value.trim() || null,
+            email: document.getElementById('ncEmail').value.trim() || null,
+            rfc: document.getElementById('ncRfc').value.trim() || null,
+            price_tier: parseInt(document.getElementById('ncPriceTier').value, 10) || 1,
+            address: document.getElementById('ncAddress').value.trim() || null,
+            branch_id: (currentOrder ? currentOrder.branch_id : null) || (window.POS_USER ? window.POS_USER.branch_id : null)
+        };
+        try {
+            var res = await api('POST', '/customers', payload);
+            var label = name + (payload.phone ? ' (' + payload.phone + ')' : '');
+            if (newCustomerContext === 'new') {
+                var sel = document.getElementById('noCustomer');
+                var opt = document.createElement('option');
+                opt.value = res.id;
+                opt.textContent = label.trim();
+                sel.appendChild(opt);
+                sel.value = res.id;
+                if (typeof customers !== 'undefined') {
+                    customers.push({id: res.id, name: name, phone: payload.phone, rfc: payload.rfc});
+                }
+            } else {
+                selectedEditCustomer = {id: res.id, name: name};
+                document.getElementById('eoCustomerSearch').value = name;
+                document.getElementById('eoCustomerId').value = res.id;
+            }
+            toast('Cliente creado');
+            closeNewCustomerModal();
+        } catch (e) {
+            alert('Error: ' + e.message);
+        }
+    }
+
    // ─── Actions ───

    function changeStatus() {
@@ -1181,6 +1241,10 @@ var Workshop = (function() {
        openNewVehicleModalFromNewOrder: openNewVehicleModalFromNewOrder,
        closeNewVehicleModal: closeNewVehicleModal,
        saveNewVehicle: saveNewVehicle,
+        openNewCustomerModal: openNewCustomerModal,
+        openNewCustomerModalFromNewOrder: openNewCustomerModalFromNewOrder,
+        closeNewCustomerModal: closeNewCustomerModal,
+        saveNewCustomer: saveNewCustomer,
    };
 })();

--- a/pos/templates/workshop.html
+++ b/pos/templates/workshop.html
@@ -15,7 +15,7 @@
  <meta name="theme-color" content="#F5A623" />
  <link rel="shortcut icon" type="image/png" href="/pos/static/pwa/icon-192.png" />

-  <link rel="stylesheet" href="/pos/static/css/workshop.css?v=38">
+  <link rel="stylesheet" href="/pos/static/css/workshop.css?v=39">
  <style>
    .so-notes-grid { display: grid; grid-template-columns: 120px 1fr; gap: var(--space-2); align-items: start; }
    .so-notes-grid .form-label { margin: 0; padding-top: var(--space-2); }
@@ -186,7 +186,10 @@
      <form id="newOrderForm" class="form-grid">
        <div class="form-field">
          <label class="form-label" for="noCustomer">Cliente</label>
-          <select class="form-input" id="noCustomer" required></select>
+          <div style="display:flex;gap:var(--space-2);">
+            <select class="form-input" id="noCustomer" required style="flex:1;"></select>
+            <button class="btn btn--secondary" type="button" onclick="Workshop.openNewCustomerModalFromNewOrder()">+ Nuevo</button>
+          </div>
        </div>
        <div class="form-field">
          <label class="form-label" for="noVehicle">Veh&iacute;culo</label>
@@ -376,6 +379,52 @@
  </div>
 </div>

+<!-- New customer modal -->
+<div class="modal-overlay" id="newCustomerModal">
+  <div class="modal modal--sm">
+    <div class="modal__header">
+      <h2 class="modal__title">Nuevo cliente</h2>
+      <button class="modal__close" onclick="Workshop.closeNewCustomerModal()">&times;</button>
+    </div>
+    <div class="modal__body">
+      <form class="form-grid" id="newCustomerForm" onsubmit="return false;">
+        <div class="form-field form-field--span2">
+          <label class="form-label" for="ncName">Nombre *</label>
+          <input class="form-input" id="ncName" placeholder="Nombre completo" />
+        </div>
+        <div class="form-field">
+          <label class="form-label" for="ncPhone">Tel&eacute;fono</label>
+          <input class="form-input" id="ncPhone" placeholder="3312345678" />
+        </div>
+        <div class="form-field">
+          <label class="form-label" for="ncEmail">Correo</label>
+          <input class="form-input" id="ncEmail" placeholder="cliente@ejemplo.com" />
+        </div>
+        <div class="form-field">
+          <label class="form-label" for="ncRfc">RFC</label>
+          <input class="form-input" id="ncRfc" placeholder="XAXX010101000" />
+        </div>
+        <div class="form-field">
+          <label class="form-label" for="ncPriceTier">Lista de precios</label>
+          <select class="form-input" id="ncPriceTier">
+            <option value="1">Mostrador</option>
+            <option value="2">Taller</option>
+            <option value="3">Mayoreo</option>
+          </select>
+        </div>
+        <div class="form-field form-field--span2">
+          <label class="form-label" for="ncAddress">Direcci&oacute;n</label>
+          <input class="form-input" id="ncAddress" placeholder="Calle, n&uacute;mero, colonia" />
+        </div>
+      </form>
+    </div>
+    <div class="modal__footer">
+      <button class="btn btn--ghost" onclick="Workshop.closeNewCustomerModal()">Cancelar</button>
+      <button class="btn btn--primary" onclick="Workshop.saveNewCustomer()">Guardar cliente</button>
+    </div>
+  </div>
+</div>
+
 <!-- Catalog modal -->
 <div class="modal-overlay" id="catalogModal">
  <div class="modal modal--lg">
@@ -432,7 +481,7 @@
 <script src="/pos/static/js/pos-utils.js?v=33" defer></script>
 <script src="/pos/static/js/sidebar.js?v=36" defer></script>
 <script src="/pos/static/js/offline-banner.js" defer></script>
-<script src="/pos/static/js/workshop.js?v=38" defer></script>
+<script src="/pos/static/js/workshop.js?v=39" defer></script>
 <script>if('serviceWorker' in navigator){navigator.serviceWorker.register('/pos/sw.js',{scope:'/pos/'});}</script>
 <script src="/pos/static/js/pwa-install.js" defer></script>
 <script src="/pos/static/js/chat.js" defer></script>