feature/Reynolds-and-Reynolds-DMS-API-Integration -Expand

server/rr/rr-helpers.js

@@ -328,7 +328,6 @@ const RRActions = {
     url: isProduction ? "https://rr.example.com/customer/v1/search" : "https://rr-uat.example.com/customer/v1/search",
     type: "get"
   },
-
   // Combined search (customer + vehicle)
   CombinedSearch: {
     apiName: "RR Combined Search (Customer + Vehicle)",
@@ -337,14 +336,12 @@ const RRActions = {
       : "https://rr-uat.example.com/search/v1/customer-vehicle",
     type: "get"
   },
-
   // Advisors
   GetAdvisors: {
     apiName: "RR Get Advisors",
     url: isProduction ? "https://rr.example.com/advisors/v1" : "https://rr-uat.example.com/advisors/v1",
     type: "get"
   },
-
   // Parts
   GetParts: {
     apiName: "RR Get Parts",

server/rr/rr-mappers.js

@@ -0,0 +1,249 @@
+// server/rr/rr-mappers.js
+// Centralized mapping & normalization for Reynolds & Reynolds (RR)
+//
+// NOTE: This is scaffolding intended to be completed against the RR XML/JSON
+// schemas in the Rome RR specs you dropped (Customer Insert/Update, Repair Order,
+// Service Vehicle, etc.). Field names below are placeholders where noted.
+// Fill the TODOs with the exact RR element/attribute names.
+//
+// Usage expectation from calling code (example you gave):
+//   const { mapCustomerInsert, mapCustomerUpdate } = require("./rr-mappers");
+//   const body = mapCustomerInsert(JobData);
+//   const body = mapCustomerUpdate(existingCustomer, patch);
+
+const _ = require("lodash");
+const InstanceMgr = require("../utils/instanceMgr").default;
+
+// Keep this consistent with other providers
+const replaceSpecialRegex = /[^a-zA-Z0-9 .,\n #]+/g;
+
+function sanitize(value) {
+  if (value === null || value === undefined) return value;
+  return String(value).replace(replaceSpecialRegex, "").trim();
+}
+
+function normalizePostal(raw) {
+  // Match Fortellis/CDK behavior for CA vs US formatting
+  // (Use InstanceMgr profile detection already present in your codebase)
+  return InstanceMgr({
+    imex: raw && String(raw).toUpperCase().replace(/\W/g, "").replace(/(...)/, "$1 "),
+    rome: raw
+  });
+}
+
+function asStringOrNull(value) {
+  const s = sanitize(value);
+  return s && s.length > 0 ? s : null;
+}
+
+function mapPhones({ ph1, ph2, mobile }) {
+  // TODO: Update to RR’s final phone structure and codes/types when wiring
+  const out = [];
+  if (ph1) out.push({ number: sanitize(ph1), type: "HOME" });
+  if (ph2) out.push({ number: sanitize(ph2), type: "WORK" });
+  if (mobile) out.push({ number: sanitize(mobile), type: "MOBILE" });
+  return out;
+}
+
+function mapEmails({ email }) {
+  // RR often supports multiple emails; start with one.
+  // TODO: Update per RR schema (email flags, preferred, etc.)
+  if (!email) return [];
+  return [{ address: sanitize(email), type: "PERSONAL" }];
+}
+
+function mapPostalAddressFromJob(job) {
+  // Rome job-level owner fields (aligning to prior provider scaffolds)
+  return {
+    addressLine1: asStringOrNull(job.ownr_addr1),
+    addressLine2: asStringOrNull(job.ownr_addr2),
+    city: asStringOrNull(job.ownr_city),
+    state: asStringOrNull(job.ownr_st || job.ownr_state),
+    postalCode: normalizePostal(job.ownr_zip),
+    country: asStringOrNull(job.ownr_ctry) || "USA", // default, adjust as needed
+    province: asStringOrNull(job.ownr_st) // keep both state/province fields for CA cases
+  };
+}
+
+function mapPhonesFromJob(job) {
+  return mapPhones({
+    ph1: job.ownr_ph1,
+    ph2: job.ownr_ph2,
+    mobile: job.ownr_mobile
+  });
+}
+
+function mapEmailsFromJob(job) {
+  return mapEmails({ email: job.ownr_ea });
+}
+
+/**
+ * Customer Insert
+ * Matches your call site:
+ *   const body = mapCustomerInsert(JobData)
+ *
+ * Return shape intentionally mirrors Fortellis scaffolding so the same
+ * MakeRRCall pipeline can be reused. Replace placeholders with the RR spec’s
+ * request envelope/element names (e.g., CustomerInsertRq, CustomerRq, etc.).
+ */
+function mapCustomerInsert(job) {
+  const isCompany = Boolean(job.ownr_co_nm && job.ownr_co_nm.trim() !== "");
+
+  // Skeleton payload — replace keys under CustomerInsertRq with the actual RR names
+  return {
+    CustomerInsertRq: {
+      // TODO: Confirm RR element/attribute names from spec PDFs
+      customerType: isCompany ? "ORGANIZATION" : "INDIVIDUAL",
+      customerName: {
+        companyName: asStringOrNull(job.ownr_co_nm)?.toUpperCase() || null,
+        firstName: isCompany ? null : asStringOrNull(job.ownr_fn)?.toUpperCase(),
+        lastName: isCompany ? null : asStringOrNull(job.ownr_ln)?.toUpperCase()
+      },
+      postalAddress: mapPostalAddressFromJob(job),
+      contactMethods: {
+        phones: mapPhonesFromJob(job),
+        emailAddresses: mapEmailsFromJob(job)
+      }
+      // Optional / placeholders for future fields in RR spec
+      // taxCode: null,
+      // groupCode: null,
+      // dealerFields: []
+    }
+  };
+}
+
+/**
+ * Customer Update
+ * Matches your call site:
+ *   const body = mapCustomerUpdate(existingCustomer, patch)
+ *
+ * - existingCustomer: prior RR customer payload/shape (from RR Read/Query)
+ * - patch: minimal delta from UI/Job selections to overlay onto the RR model
+ *
+ * We return a merged/normalized payload for RR Update.
+ */
+function mapCustomerUpdate(existingCustomer, patch = {}) {
+  // NOTE:
+  // 1) We assume existingCustomer already resembles RR’s stored shape.
+  // 2) We overlay patch fields into that shape, then project to the
+  //    RR Update request envelope.
+  // 3) Replace inner keys with exact RR Update schema element names.
+
+  const merged = _.merge({}, existingCustomer || {}, patch || {});
+  const id = merged?.customerId || merged?.id || merged?.CustomerId || merged?.customer?.id || null;
+
+  // Derive a normalized name object from merged data (handles org/person)
+  const isCompany = Boolean(merged?.customerName?.companyName) || Boolean(merged?.companyName) || false;
+
+  const normalizedName = {
+    companyName: asStringOrNull(merged?.customerName?.companyName) || asStringOrNull(merged?.companyName),
+    firstName: isCompany ? null : asStringOrNull(merged?.customerName?.firstName) || asStringOrNull(merged?.firstName),
+    lastName: isCompany ? null : asStringOrNull(merged?.customerName?.lastName) || asStringOrNull(merged?.lastName)
+  };
+
+  const normalizedAddress = {
+    addressLine1: asStringOrNull(merged?.postalAddress?.addressLine1) || asStringOrNull(merged?.addressLine1),
+    addressLine2: asStringOrNull(merged?.postalAddress?.addressLine2) || asStringOrNull(merged?.addressLine2),
+    city: asStringOrNull(merged?.postalAddress?.city) || asStringOrNull(merged?.city),
+    state:
+      asStringOrNull(merged?.postalAddress?.state) ||
+      asStringOrNull(merged?.state) ||
+      asStringOrNull(merged?.stateOrProvince) ||
+      asStringOrNull(merged?.province),
+    postalCode: normalizePostal(merged?.postalAddress?.postalCode || merged?.postalCode),
+    country: asStringOrNull(merged?.postalAddress?.country) || asStringOrNull(merged?.country) || "USA",
+    province: asStringOrNull(merged?.postalAddress?.province) || asStringOrNull(merged?.province)
+  };
+
+  // Phones
+  const normalizedPhones = merged?.contactMethods?.phones || merged?.phones || [];
+
+  // Emails
+  const normalizedEmails = merged?.contactMethods?.emailAddresses || merged?.emailAddresses || [];
+
+  return {
+    CustomerUpdateRq: {
+      // TODO: Confirm exact RR element/attribute names for update
+      customerId: id,
+      customerType: normalizedName.companyName ? "ORGANIZATION" : "INDIVIDUAL",
+      customerName: normalizedName,
+      postalAddress: normalizedAddress,
+      contactMethods: {
+        phones: normalizedPhones,
+        emailAddresses: normalizedEmails
+      }
+      // Optional change tracking fields, timestamps, etc., per RR spec can go here
+    }
+  };
+}
+
+/* ===== Additional mappers (scaffolding for upcoming work) ===== */
+
+function mapVehicleInsertFromJob(job, txEnvelope = {}) {
+  // TODO: Replace with RR Service Vehicle Insert schema
+  return {
+    ServiceVehicleInsertRq: {
+      vin: asStringOrNull(job.v_vin),
+      year: job.v_model_yr || null,
+      make: txEnvelope.dms_make || asStringOrNull(job.v_make),
+      model: txEnvelope.dms_model || asStringOrNull(job.v_model),
+      odometer: txEnvelope.kmout || null,
+      licensePlate: job.plate_no && /\w/.test(job.plate_no) ? asStringOrNull(job.plate_no).toUpperCase() : null
+    }
+  };
+}
+
+function mapRepairOrderAddFromJob(job) {
+  // TODO: Replace with RR RepairOrder Add schema (headers, lines, taxes)
+  return {
+    RepairOrderAddRq: {
+      customerId: job.customer?.id || null,
+      vehicleId: job.vehicle?.id || null,
+      referenceNumber: asStringOrNull(job.ro_number),
+      openedAt: job.actual_in || null,
+      closedAt: job.invoice_date || null
+      // lines: job.joblines?.map(mapJobLineToRRLine),
+      // taxes: mapTaxes(job),
+      // payments: mapPayments(job)
+    }
+  };
+}
+
+function mapRepairOrderChangeFromJob(job) {
+  // TODO: Replace with RR RepairOrder Update schema
+  return {
+    RepairOrderChgRq: {
+      repairOrderId: job.id,
+      referenceNumber: asStringOrNull(job.ro_number)
+      // delta lines, amounts, status, etc.
+    }
+  };
+}
+
+/* Example line mapper (placeholder) */
+function mapJobLineToRRLine(line) {
+  return {
+    // TODO: set RR fields
+    seq: line.sequence || null,
+    opCode: line.opCode || null,
+    description: asStringOrNull(line.description),
+    qty: line.part_qty || null,
+    price: line.price || null
+  };
+}
+
+module.exports = {
+  // Required by your current calling code:
+  mapCustomerInsert,
+  mapCustomerUpdate,
+
+  // Extra scaffolds we’ll likely use right after:
+  mapVehicleInsertFromJob,
+  mapRepairOrderAddFromJob,
+  mapRepairOrderChangeFromJob,
+  mapJobLineToRRLine,
+
+  // low-level utils (export if you want to reuse in tests)
+  _sanitize: sanitize,
+  _normalizePostal: normalizePostal
+};