feat(clientes): alta de cliente in one screen, opening balance as a payment
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The 2026-10-08 ask: open an account without four screens — cliente,
propiedad, servicios and the saldo inicial, taken as the first payment.

POST /customers/onboard writes it all in one Prisma transaction; a bad
service or a taken folder number leaves nothing behind (rolled back on dev).
A cash opening balance goes through the EFE receipt book inside that same
transaction, so it gets its folio and its C<folio> credit; a check posts a
CHECK DEPOSIT against the number given. /clientes/alta pre-fills the next
free folder number and links the receipt for printing. The old
customer-only form stays as "Solo cliente".

Built without the screen sketch from the meeting (it never arrived); the
fields are the legacy ones.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
rmancinasandClaude Opus 5.5 committed 2026-10-12 19:27:00 -07:00
1 parent ca76f4d57a
commit 6468811955
11 files changed
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@@ -1,8 +1,15 @@
import { ConflictException, Injectable, NotFoundException } from "@nestjs/common";
import {
BadRequestException,
ConflictException,
Injectable,
NotFoundException,
} from "@nestjs/common";
import { Prisma } from "@jorgecuadros/database";
import { PrismaService } from "../prisma/prisma.service";
import { CreateCustomerDto } from "./create-customer.dto";
import { UpdateCustomerDto } from "./update-customer.dto";
import type { OnboardCustomerDto } from "./onboard-customer.dto";
import { CashReceiptsService } from "../cash-receipts/cash-receipts.service";
import {
BALANCE_FORWARD_TYPE,
notCashJournal,
@@ -51,7 +58,10 @@ function toDate(v?: string): Date | null | undefined {
@Injectable()
export class CustomersService {
constructor(private readonly prisma: PrismaService) {}
constructor(
private readonly prisma: PrismaService,
private readonly cashReceipts: CashReceiptsService,
) {}
/** Unified customer list with search + business-line filter, paginated. */
async list({ query, page, pageSize, line, includeArchived }: ListParams) {
@@ -259,6 +269,81 @@ export class CustomersService {
});
}
/**
* Open an account from one screen: customer, property, services and the
* opening balance taken as the first payment. One database transaction — a
* half-created account (a customer with no property, a payment with no
* customer) is worse than none, because the office would key it again.
*/
async onboard(dto: OnboardCustomerDto, userId: string) {
const pay = dto.openingPayment;
if (pay) {
if (!(pay.amount > 0)) throw new BadRequestException("El saldo inicial debe ser mayor a cero.");
if (pay.method === "CHECK" && !pay.checkNumber?.trim()) {
throw new BadRequestException("Falta el número de cheque del saldo inicial.");
}
}
if (dto.services?.length && !dto.property) {
throw new BadRequestException("Los servicios necesitan una propiedad.");
}
await this.assertFolderFree(dto.customer.folderNumber);
return this.prisma.$transaction(async (tx) => {
const customer = await tx.customer.create({
data: { ...this.toData(dto.customer), name: dto.customer.name, nameMissing: false },
});
const property = dto.property
? await tx.property.create({ data: { ...dto.property, customerId: customer.id } })
: null;
if (property && dto.services?.length) {
await tx.propertyService.createMany({
data: dto.services.map((s) => ({ ...s, propertyId: property.id })),
});
}
const concept = pay?.concept?.trim() || "SALDO INICIAL";
let receipt = null;
let payment = null;
if (pay?.method === "CASH") {
receipt = await this.cashReceipts.create(
{
customerId: customer.id,
receivedAt: pay.receivedAt,
amount: pay.amount,
currency: pay.currency,
exchangeRate: pay.exchangeRate,
concept,
},
userId,
tx,
);
} else if (pay?.method === "CHECK") {
const date = new Date(pay.receivedAt);
if (isNaN(date.getTime())) throw new BadRequestException("Fecha del saldo inicial inválida.");
const type = await tx.typeTransaction.findFirst({
where: { nameEn: "CHECK DEPOSIT" },
select: { id: true },
});
payment = await tx.transaction.create({
data: {
customerId: customer.id,
domain: "UTILITY",
typeId: type?.id,
transactionDate: date,
amount: new Prisma.Decimal(pay.amount.toFixed(2)),
currency: pay.currency,
checkNumber: pay.checkNumber!.trim(),
message: concept,
captureSource: "MANUAL",
},
});
}
return { customer, property, receipt, payment };
});
}
async update(id: string, dto: UpdateCustomerDto) {
const current = await this.ensureExists(id);
// An archived customer's number is history, not a claim on the shelf.