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IO-3722 Disable contact API calls for Fortellis.

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This commit is contained in:
Patrick FIc
2026-05-27 10:31:33 -07:00
parent ebde2f1581
commit 345a470731
5 changed files with 125 additions and 97 deletions
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59
client/src/components/shop-info/shop-info.responsibilitycenters.component.jsx
View File

@@ -157,36 +157,36 @@ export function ShopInfoResponsibilityCenterComponent({ bodyshop, form }) {
</Col>
{HasFeatureAccess({ featureName: "export", bodyshop }) &&
ClosingPeriod.treatment === "on" && (
<Col xs={24} sm={12} xl={8}>
<Form.Item
key="ClosingPeriod"
name={["accountingconfig", "ClosingPeriod"]}
label={t("bodyshop.fields.closingperiod")}
>
<DatePicker.RangePicker format="MM/DD/YYYY" presets={DatePickerRanges} />
</Form.Item>
</Col>
)}
<Col xs={24} sm={12} xl={8}>
<Form.Item
key="ClosingPeriod"
name={["accountingconfig", "ClosingPeriod"]}
label={t("bodyshop.fields.closingperiod")}
>
<DatePicker.RangePicker format="MM/DD/YYYY" presets={DatePickerRanges} />
</Form.Item>
</Col>
)}
{HasFeatureAccess({ featureName: "export", bodyshop }) &&
ADPPayroll.treatment === "on" && (
<Col xs={24} sm={12} xl={8}>
<Form.Item
key="companyCode"
name={["accountingconfig", "companyCode"]}
label={t("bodyshop.fields.companycode")}
>
<Input />
</Form.Item>
</Col>
)}
<Col xs={24} sm={12} xl={8}>
<Form.Item
key="companyCode"
name={["accountingconfig", "companyCode"]}
label={t("bodyshop.fields.companycode")}
>
<Input />
</Form.Item>
</Col>
)}
{HasFeatureAccess({ featureName: "export", bodyshop }) &&
ADPPayroll.treatment === "on" && (
<Col xs={24} sm={12} xl={8}>
<Col xs={24} sm={12} xl={8}>
<Form.Item key="batchID" name={["accountingconfig", "batchID"]} label={t("bodyshop.fields.batchid")}>
<Input />
</Form.Item>
</Col>
)}
<Input />
</Form.Item>
</Col>
)}
{HasFeatureAccess({ featureName: "export", bodyshop }) && !hasDMSKey && (
<>
<Col xs={24} sm={12} xl={8}>
@@ -512,6 +512,15 @@ export function ShopInfoResponsibilityCenterComponent({ bodyshop, form }) {
>
<InputNumber min={0} max={100} suffix="%" />
</Form.Item>
{bodyshop.cdk_dealerid && (
<Form.Item
label={t("bodyshop.fields.dms.disablecontact")}
valuePropName="checked"
name={["cdk_configuration", "disablecontact"]}
>
<Switch />
</Form.Item>
)}
{bodyshop.pbs_serialnumber && (
<Form.Item
label={t("bodyshop.fields.dms.disablecontactvehiclecreation")}

1
client/src/translations/en_us/common.json
View File

@@ -370,6 +370,7 @@
"cashierid": "Cashier ID",
"default_journal": "Default Journal",
"disablebillwip": "Disable bill WIP for A/P Posting",
"disablecontact": "Disable Contact Updates/Creation",
"disablecontactvehiclecreation": "Disable Contact & Vehicle Updates/Creation",
"dms_acctnumber": "DMS Account #",
"dms_control_override": "Static Control # Override",

1
client/src/translations/es/common.json
View File

@@ -370,6 +370,7 @@
"cashierid": "",
"default_journal": "",
"disablebillwip": "",
"disablecontact": "",
"disablecontactvehiclecreation": "",
"dms_acctnumber": "",
"dms_control_override": "",

1
client/src/translations/fr/common.json
View File

@@ -370,6 +370,7 @@
"cashierid": "",
"default_journal": "",
"disablebillwip": "",
"disablecontact": "",
"disablecontactvehiclecreation": "",
"dms_acctnumber": "",
"dms_control_override": "",

160
server/fortellis/fortellis.js
View File

@@ -15,7 +15,7 @@ const _ = require("lodash");
const moment = require("moment-timezone");
const replaceSpecialRegex = /[^a-zA-Z0-9 ]+/g;
const bypassCustomerId = "bypass";
// Helper function to handle FortellisApiError logging
function handleFortellisApiError(socket, error, functionName, additionalDetails = {}) {
if (error instanceof FortellisApiError) {
@@ -107,45 +107,52 @@ async function FortellisJobExport({ socket, redisHelpers, txEnvelope, jobid }) {
defaultFortellisTTL
);
const DMSVehCustomerFromVehicle =
DMSVeh?.owners && DMSVeh.owners.find((o) => o.id.assigningPartyId === "CURRENT");
//Add in contact bypass for Fortellis.
if (!JobData.bodyshop.cdk_configuration.disablecontact) {
const DMSVehCustomerFromVehicle =
DMSVeh?.owners && DMSVeh.owners.find((o) => o.id.assigningPartyId === "CURRENT");
if (DMSVehCustomerFromVehicle?.id && DMSVehCustomerFromVehicle.id.value) {
CreateFortellisLogEvent(
socket,
"DEBUG",
`{2.2} Querying the Customer using the ID from DMSVeh: ${DMSVehCustomerFromVehicle.id.value}`
);
DMSVehCustomer = await QueryDmsCustomerById({
socket,
redisHelpers,
JobData,
CustomerId: DMSVehCustomerFromVehicle.id.value
});
await setSessionTransactionData(
socket.id,
getTransactionType(jobid),
FortellisCacheEnums.DMSVehCustomer,
DMSVehCustomer,
defaultFortellisTTL
);
if (DMSVehCustomerFromVehicle?.id && DMSVehCustomerFromVehicle.id.value) {
CreateFortellisLogEvent(
socket,
"DEBUG",
`{2.2} Querying the Customer using the ID from DMSVeh: ${DMSVehCustomerFromVehicle.id.value}`
);
DMSVehCustomer = await QueryDmsCustomerById({
socket,
redisHelpers,
JobData,
CustomerId: DMSVehCustomerFromVehicle.id.value
});
await setSessionTransactionData(
socket.id,
getTransactionType(jobid),
FortellisCacheEnums.DMSVehCustomer,
DMSVehCustomer,
defaultFortellisTTL
);
}
}
}
CreateFortellisLogEvent(socket, "DEBUG", `{2.3} Querying the Customer using the name.`);
if (!JobData.bodyshop.cdk_configuration.disablecontact) {
//Just go straight to posting.
FortellisSelectedCustomer({ socket, redisHelpers, selectedCustomerId: bypassCustomerId, jobid });
} else {
const DMSCustList = await QueryDmsCustomerByName({ socket, redisHelpers, JobData });
await setSessionTransactionData(
socket.id,
getTransactionType(jobid),
FortellisCacheEnums.DMSCustList,
DMSCustList,
defaultFortellisTTL
);
const DMSCustList = await QueryDmsCustomerByName({ socket, redisHelpers, JobData });
await setSessionTransactionData(
socket.id,
getTransactionType(jobid),
FortellisCacheEnums.DMSCustList,
DMSCustList,
defaultFortellisTTL
);
socket.emit("fortellis-select-customer", [
...(DMSVehCustomer ? [{ ...DMSVehCustomer, vinOwner: true }] : []),
...DMSCustList
]);
socket.emit("fortellis-select-customer", [
...(DMSVehCustomer ? [{ ...DMSVehCustomer, vinOwner: true }] : []),
...DMSCustList
]);
}
} catch (error) {
CreateFortellisLogEvent(socket, "ERROR", `Error in FortellisJobExport - ${error} `, {
error: error.message,
@@ -218,36 +225,38 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
});
return;
}
//Bypass only the customer creation. We still need to create the vehicle and update it to post the service history later on.
if (!JobData.bodyshop.cdk_configuration.disablecontact) {
let DMSCust;
if (selectedCustomerId) {
CreateFortellisLogEvent(socket, "DEBUG", `{3.1} Querying the Customer using Customer ID: ${selectedCustomerId}`);
let DMSCust;
if (selectedCustomerId) {
CreateFortellisLogEvent(socket, "DEBUG", `{3.1} Querying the Customer using Customer ID: ${selectedCustomerId}`);
//Get cust list from Redis. Return the item
const DMSCustList =
(await getSessionTransactionData(socket.id, getTransactionType(jobid), FortellisCacheEnums.DMSCustList)) || [];
const existingCustomerInDMSCustList = DMSCustList.find((c) => c.customerId === selectedCustomerId);
DMSCust = existingCustomerInDMSCustList || {
customerId: selectedCustomerId //This is the fall back in case it is the generic customer.
};
await setSessionTransactionData(
socket.id,
getTransactionType(jobid),
FortellisCacheEnums.DMSCust,
DMSCust,
defaultFortellisTTL
);
} else {
CreateFortellisLogEvent(socket, "DEBUG", `{3.2} Creating new customer.`);
const DMSCustomerInsertResponse = await InsertDmsCustomer({ socket, redisHelpers, JobData });
DMSCust = { customerId: DMSCustomerInsertResponse.data };
await setSessionTransactionData(
socket.id,
getTransactionType(jobid),
FortellisCacheEnums.DMSCust,
DMSCust,
defaultFortellisTTL
);
//Get cust list from Redis. Return the item
const DMSCustList =
(await getSessionTransactionData(socket.id, getTransactionType(jobid), FortellisCacheEnums.DMSCustList)) || [];
const existingCustomerInDMSCustList = DMSCustList.find((c) => c.customerId === selectedCustomerId);
DMSCust = existingCustomerInDMSCustList || {
customerId: selectedCustomerId //This is the fall back in case it is the generic customer.
};
await setSessionTransactionData(
socket.id,
getTransactionType(jobid),
FortellisCacheEnums.DMSCust,
DMSCust,
defaultFortellisTTL
);
} else {
CreateFortellisLogEvent(socket, "DEBUG", `{3.2} Creating new customer.`);
const DMSCustomerInsertResponse = await InsertDmsCustomer({ socket, redisHelpers, JobData });
DMSCust = { customerId: DMSCustomerInsertResponse.data };
await setSessionTransactionData(
socket.id,
getTransactionType(jobid),
FortellisCacheEnums.DMSCust,
DMSCust,
defaultFortellisTTL
);
}
}
let DMSVeh;
@@ -258,8 +267,12 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
DMSVeh = await getSessionTransactionData(socket.id, getTransactionType(jobid), FortellisCacheEnums.DMSVeh);
CreateFortellisLogEvent(socket, "DEBUG", `{4.3} Updating Existing Vehicle to associate to owner.`);
//If it's a bypass scenario, skip this all.
//Check to see if the vehicle needs to be updated - i.e. the owner is not the selected customer.
if (!DMSVeh?.owners.find((o) => o.id.value === DMSCust.customerId && o.id.assigningPartyId === "CURRENT")) {
if (
selectedCustomerId !== bypassCustomerId &&
!DMSVeh?.owners.find((o) => o.id.value === DMSCust.customerId && o.id.assigningPartyId === "CURRENT")
) {
DMSVeh = await UpdateDmsVehicle({
socket,
redisHelpers,
@@ -902,14 +915,17 @@ async function InsertDmsVehicle({ socket, redisHelpers, JobData, txEnvelope, DMS
// "warrantyExpDate": "2015-01-12",
// "wheelbase": ""
},
owners: [
{
id: {
assigningPartyId: "CURRENT",
value: DMSCust.customerId
// Owners is not required. Exclude it if we are bypassing.
...(selectedCustomerId !== bypassCustomerId && {
owners: [
{
id: {
assigningPartyId: "CURRENT",
value: DMSCust.customerId
}
}
}
]
]
})
//"inventoryAccount": "237"
}
});