rmancinasandClaude Opus 5.5 6468811955 feat(clientes): alta de cliente in one screen, opening balance as a payment ...

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>

2026-10-12 19:27:00 -07:00

..

auth

feat(customers): allocate portal NUMids, with an audit for reusable ones

2026-08-06 20:04:13 -07:00

bank

feat(bank): multi-bank chequera — required bankAccountId, per-account scoping

2026-07-27 23:54:16 -07:00

billing

fix(reports): balances the statement agrees with, NUMid on every report

2026-10-11 23:20:44 -07:00

cash-receipts

feat(efectivo): the EFE cash receipt book, folio and posting in one step

2026-10-12 19:24:43 -07:00

common

feat(policies): full CRUD + child editors + insurance lookups (plan phase 3)

2026-07-23 12:22:02 -07:00

customers

feat(clientes): alta de cliente in one screen, opening balance as a payment

2026-10-12 19:27:00 -07:00

mail

fix(notificaciones): merge renewals into one screen, fix MailModule DI

2026-08-02 02:21:51 -07:00

notifications

feat(notificaciones): global send flags + editable schedules

2026-08-02 12:23:19 -07:00

ocr

feat(polizas): OCR capture for insurance policy PDFs

2026-08-01 14:07:29 -07:00

ops

feat(migration): import prior periods so a closed year can be shown on its own

2026-08-19 15:26:58 -07:00

policies

feat(policies): capture the full premium breakdown

2026-08-18 00:24:22 -07:00

policy-ocr

feat(policy-ocr): store the IVA A.N.A. already prints

2026-08-18 07:38:23 -07:00

prisma

Initial scaffold: unified customer/insurance/utilities platform

2026-07-22 01:29:56 -07:00

properties

feat(storage): wire MinIO/S3 document upload & download into the API + web

2026-07-23 19:19:57 -07:00

renewals

feat(notificaciones): sweep one aseguradora at a time, and stop the robot quoting a premium

2026-08-20 07:24:28 -07:00

reports

feat(efectivo): the EFE cash receipt book, folio and posting in one step

2026-10-12 19:24:43 -07:00

settings

feat(customers): allocate portal NUMids, with an audit for reusable ones

2026-08-06 20:04:13 -07:00

statements

feat(recibos): split a receipt, sin fondos per receipt, keep a batch open

2026-10-12 19:20:20 -07:00

storage

feat(captura): fold recibo OCR into Captura as an automatic mode

2026-08-01 01:04:09 -07:00

users

feat(web,api): scale spacing with text size, persist preference per account

2026-07-27 22:30:06 -07:00

app.controller.ts

feat(deploy): prisma migration history, /version, galactus standalone deploy

2026-07-30 11:41:12 -07:00

app.module.ts

feat(efectivo): the EFE cash receipt book, folio and posting in one step

2026-10-12 19:24:43 -07:00

main.ts

feat(deploy): derive the API origin from the page, not from a pinned env var

2026-08-11 12:55:32 -07:00