feature/IO-3357-Reynolds-and-Reynolds-DMS-API-Integration - Checkpoint

client/src/components/dms-allocations-summary/dms-allocations-summary.component.jsx

@@ -40,6 +40,7 @@ export function DmsAllocationsSummary({ socket, bodyshop, jobId, title }) {
     // ✅ RR  takes precedence over Fortellis
     if (dms === "rr") {
       wsssocket.emit("rr-calculate-allocations", jobId, (ack) => {
+        console.dir({ ack });
         setAllocationsSummary(ack);
         socket.allocationsSummary = ack;
       });

client/src/components/dms-customer-selector/dms-customer-selector.component.jsx

@@ -83,7 +83,7 @@ export function DmsCustomerSelector({ bodyshop, jobid }) {
   const onUseSelected = () => {
     setOpen(false);
     if (dmsType === "rr") {
-      wsssocket.emit("rr-selected-customer", { bodyshopId, selectedCustomerId: selectedCustomer, jobid });
+      wsssocket.emit("rr-selected-customer", { bodyshopId, custNo: selectedCustomer, jobId: jobid });
     } else if (Fortellis.treatment === "on") {
       wsssocket.emit("fortellis-selected-customer", { selectedCustomerId: selectedCustomer, jobid });
     } else {
@@ -95,9 +95,11 @@ export function DmsCustomerSelector({ bodyshop, jobid }) {
   const onUseGeneric = () => {
     setOpen(false);
     const generic = bodyshop.cdk_configuration?.generic_customer_number || null;
-
+    console.dir({ bodyshop, generic });
     if (dmsType === "rr") {
-      wsssocket.emit("rr-selected-customer", { bodyshopId, selectedCustomerId: generic, jobid });
+      if (generic) {
+        wsssocket.emit("rr-selected-customer", { bodyshopId, custNo: generic, jobId: jobid });
+      }
     } else if (Fortellis.treatment === "on") {
       wsssocket.emit("fortellis-selected-customer", { selectedCustomerId: generic, jobid });
     } else {
@@ -109,7 +111,8 @@ export function DmsCustomerSelector({ bodyshop, jobid }) {
   const onCreateNew = () => {
     setOpen(false);
     if (dmsType === "rr") {
-      wsssocket.emit("rr-selected-customer", { bodyshopId, selectedCustomerId: null, jobid });
+      // RR equivalent: signal create intent explicitly
+      wsssocket.emit("rr-selected-customer", { bodyshopId, create: true, jobId: jobid });
     } else if (Fortellis.treatment === "on") {
       wsssocket.emit("fortellis-selected-customer", { selectedCustomerId: null, jobid });
     } else {
@@ -201,36 +204,13 @@ export function DmsCustomerSelector({ bodyshop, jobid }) {
     }
   ];
 
-  // NEW: RR columns (aligned with RR CombinedSearch-style payloads; falls back gracefully)
   const rrColumns = [
-    {
+    { title: t("jobs.fields.dms.id"), dataIndex: "custNo", key: "custNo" },
-      title: t("jobs.fields.dms.id"),
-      dataIndex: "CustomerId",
-      key: "CustomerId"
-    },
     {
       title: t("jobs.fields.dms.name1"),
-      key: "CustomerName",
+      dataIndex: "name",
-      sorter: (a, b) =>
+      key: "name",
-        alphaSort(
+      sorter: (a, b) => alphaSort(a?.name, b?.name)
-          (a.CustomerName?.FirstName || "") + " " + (a.CustomerName?.LastName || ""),
-          (b.CustomerName?.FirstName || "") + " " + (b.CustomerName?.LastName || "")
-        ),
-      render: (record) => `${record.CustomerName?.FirstName || ""} ${record.CustomerName?.LastName || ""}`.trim()
-    },
-    {
-      title: t("jobs.fields.dms.address"),
-      key: "Address",
-      render: (record) => {
-        const a = record.PostalAddress || record.Address || {};
-        const l1 = a.AddressLine1 || a.Line1 || "";
-        const l2 = a.AddressLine2 || a.Line2 || "";
-        const city = a.City || "";
-        const st = a.State || a.StateProvince || "";
-        const pc = a.PostalCode || "";
-        const ctry = a.Country || "";
-        return `${l1}${l2 ? `, ${l2}` : ""}, ${city} ${st} ${pc} ${ctry}`.trim();
-      }
     }
   ];
 
@@ -247,7 +227,7 @@ export function DmsCustomerSelector({ bodyshop, jobid }) {
 
   const rowKeyFn =
     dmsType === "rr"
-      ? (record) => record.CustomerId || record.customerId
+      ? (record) => record.custNo
       : dmsType === "cdk"
         ? (record) => record.id?.value || record.customerId
         : (record) => record.ContactId;
@@ -274,7 +254,7 @@ export function DmsCustomerSelector({ bodyshop, jobid }) {
           onSelect: (record) => {
             const key =
               dmsType === "rr"
-                ? record.CustomerId || record.customerId
+                ? record.custNo
                 : dmsType === "cdk"
                   ? record.id?.value || record.customerId
                   : record.ContactId;

client/src/components/dms-post-form/dms-post-form.component.jsx

@@ -75,7 +75,7 @@ export function DmsPostForm({ bodyshop, socket, job, logsRef }) {
     if (dms === "rr") {
       wsssocket.emit("rr-export-job", {
         bodyshopId: bodyshop?.id || bodyshop?.bodyshopid || bodyshop?.uuid,
-        jobid: job.id,
+        jobId: job.id,
         job,
         txEnvelope: values
       });

client/src/pages/dms/dms.container.jsx

@@ -111,10 +111,11 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
       };
 
       const handleLogEvent = (payload) => setLogs((prev) => [...prev, payload]);
+
       const handleExportSuccess = (payload) => {
-        notification.success({ message: t("jobs.successes.exported") });
+        const jobId = payload?.jobId ?? payload; // RR sends object; legacy sends raw id        notification.success({ message: t("jobs.successes.exported") });
         insertAuditTrail({
-          jobid: payload,
+          jobid: jobId,
           operation: AuditTrailMapping.jobexported(),
           type: "jobexported"
         });
@@ -128,6 +129,7 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
 
       // RR channels (over wss)
       wsssocket.on("rr-log-event", handleLogEvent);
+      wsssocket.on("RR:LOG", handleLogEvent);
       wsssocket.on("export-success", handleExportSuccess);
       wsssocket.on("rr-export-job:result", handleRrExportResult);
 

server.js

@@ -123,7 +123,6 @@ const applyRoutes = ({ app }) => {
   app.use("/payroll", require("./server/routes/payrollRoutes"));
   app.use("/sso", require("./server/routes/ssoRoutes"));
   app.use("/integrations", require("./server/routes/intergrationRoutes"));
-  app.use("/rr", require("./server/rr"));
 
   // Default route for forbidden access
   app.get("/", (req, res) => {

server/graphql-client/queries.js

@@ -2209,16 +2209,18 @@ exports.UPDATE_OLD_TRANSITION = `mutation UPDATE_OLD_TRANSITION($jobid: uuid!, $
 
 exports.INSERT_NEW_TRANSITION = (
   includeOldTransition
-) => `mutation INSERT_NEW_TRANSITION($newTransition: transitions_insert_input!, ${includeOldTransition ? `$oldTransitionId: uuid!, $duration: numeric` : ""
+) => `mutation INSERT_NEW_TRANSITION($newTransition: transitions_insert_input!, ${
-  }) {
+  includeOldTransition ? `$oldTransitionId: uuid!, $duration: numeric` : ""
+}) {
   insert_transitions_one(object: $newTransition) {
     id
   }
-  ${includeOldTransition
+  ${
-    ? `update_transitions(where: {id: {_eq: $oldTransitionId}}, _set: {duration: $duration}) {
+    includeOldTransition
+      ? `update_transitions(where: {id: {_eq: $oldTransitionId}}, _set: {duration: $duration}) {
     affected_rows
   }`
-    : ""
+      : ""
   }
 }`;
 
@@ -2908,6 +2910,8 @@ exports.GET_BODYSHOP_BY_ID = `
       state
       notification_followers
       timezone
+      rr_dealerid
+      rr_configuration
     }
   }
 `;

server/rr/index.js

@@ -1 +0,0 @@
-module.exports = require("./rrRoutes");

server/rr/resolveRRConfigHttp.js

@@ -1,32 +0,0 @@
-const { getRRConfigForBodyshop } = require("./rr-config");
-const { RrApiError } = require("./rr-error");
-
-/**
- * Extracts bodyshopId from body, job, or header and loads RR config.
- * @returns {Promise<{ bodyshopId: string, config: any }>}
- */
-async function resolveRRConfigHttp(req) {
-  const body = req?.body || {};
-
-  const fromBody = body.bodyshopId;
-  const fromJob = body.job && (body.job.shopid || body.job.bodyshopId);
-  const fromHeader = typeof req.get === "function" ? req.get("x-bodyshop-id") : undefined;
-
-  const bodyshopId = fromBody || fromJob || fromHeader;
-
-  if (!bodyshopId) {
-    throw new RrApiError(
-      "Missing bodyshopId (expected in body.bodyshopId, body.job.shopid/bodyshopId, or x-bodyshop-id header)",
-      "BAD_REQUEST"
-    );
-  }
-
-  const config = await getRRConfigForBodyshop(bodyshopId);
-  if (!config?.dealerNumber) {
-    throw new RrApiError(`RR config not found for bodyshopId=${bodyshopId} (missing dealerNumber)`, "NOT_CONFIGURED");
-  }
-
-  return { bodyshopId, config };
-}
-
-module.exports = { resolveRRConfigHttp };

server/rr/rr-client.js

@@ -1,25 +0,0 @@
-const { RRClient } = require("./lib/index.cjs");
-
-/**
- * Build an RR client using env credentials.
- * @param {{logger?: {debug?:Function,info?:Function,warn?:Function,error?:Function}}} opts
- */
-function makeRRClient({ logger } = {}) {
-  const baseUrl = process.env.RR_BASE_URL;
-  const username = process.env.RR_USERNAME;
-  const password = process.env.RR_PASSWORD;
-
-  if (!baseUrl || !username || !password) {
-    throw new Error("RR creds missing (RR_BASE_URL, RR_USERNAME, RR_PASSWORD).");
-  }
-
-  return new RRClient({
-    baseUrl,
-    username,
-    password,
-    logger
-    // retries: { max: 3 }, // optional: override retry policy
-  });
-}
-
-module.exports = { makeRRClient };

server/rr/rr-config.js

@@ -1,63 +1,59 @@
+// server/rr/rr-config.js
+// Build RR client configuration from bodyshop settings or env
+
+function requireString(v, name) {
+  const s = (v ?? "").toString().trim();
+  if (!s || s.toLowerCase() === "undefined" || s.toLowerCase() === "null") {
+    throw new Error(`RR config missing: ${name}`);
+  }
+  return s;
+}
+
 /**
- * Loads per-bodyshop RR routing from Hasura.
+ * Extract RR connection + routing from a bodyshop record (preferred)
- * Expected table fields (adapt if your schema differs):
+ * Falls back to process.env for any missing bits.
- *   - bodyshops.id = $bodyshopId
- *   - bodyshops.rr_dealerid (string)
- *   - bodyshops.rr_configuration JSON { storeNumber?, branchNumber? }
  *
- * Requires env:
+ * Bodyshop fields expected:
- *   HASURA_GRAPHQL_ENDPOINT, HASURA_ADMIN_SECRET
+ *   - rr_dealerid  -> dealerNumber
+ *   - rr_configuration: { storeNumber, branchNumber } -> storeNumber, areaNumber
+ *
+ * Env fallbacks:
+ *   RR_BASE_URL, RR_USERNAME, RR_PASSWORD,
+ *   RR_DEALER_NUMBER, RR_STORE_NUMBER, RR_BRANCH_NUMBER
  */
-const { GraphQLClient, gql } = require("graphql-request");
+function getRRConfigFromBodyshop(bodyshop) {
+  const baseUrl = process.env.RR_BASE_URL;
+  const username = process.env.RR_USERNAME;
+  const password = process.env.RR_PASSWORD;
 
-const HASURA_URL = process.env.HASURA_GRAPHQL_ENDPOINT || process.env.HASURA_URL;
+  // NOTE: your schema uses rr_dealerid and rr_configuration JSON
-const HASURA_SECRET = process.env.HASURA_ADMIN_SECRET || process.env.HASURA_GRAPHQL_ADMIN_SECRET;
+  const dealerNumber = bodyshop?.rr_dealerid ?? process.env.RR_DEALER_NUMBER;
 
-if (!HASURA_URL || !HASURA_SECRET) {
+  const bsCfg = bodyshop?.rr_configuration || {};
-  // Warn loudly at startup; you can hard fail if you prefer
+  const storeNumber =
-  console.warn("[RR] HASURA env not set (HASURA_GRAPHQL_ENDPOINT / HASURA_ADMIN_SECRET).");
+    bsCfg?.storeNumber ??
+    bodyshop?.rr_store_number ?? // legacy fallback if present
+    process.env.RR_STORE_NUMBER;
+
+  const areaNumber =
+    bsCfg?.branchNumber ??
+    bsCfg?.areaNumber ?? // accept either key
+    bodyshop?.rr_branch_number ?? // legacy fallback if present
+    process.env.RR_BRANCH_NUMBER;
+
+  return {
+    baseUrl: requireString(baseUrl, "baseUrl"),
+    username: requireString(username, "username"),
+    password: requireString(password, "password"),
+    routing: {
+      dealerNumber: requireString(String(dealerNumber), "routing.dealerNumber"),
+      storeNumber: requireString(String(storeNumber), "routing.storeNumber"),
+      areaNumber: requireString(String(areaNumber), "routing.areaNumber")
+    },
+    // timeouts / retries can be adjusted here
+    timeoutMs: Number(process.env.RR_TIMEOUT_MS || 30000),
+    retries: { max: Number(process.env.RR_RETRIES_MAX || 2) }
+  };
 }
 
-const client = HASURA_URL
+module.exports = { getRRConfigFromBodyshop };
-  ? new GraphQLClient(HASURA_URL, {
-      headers: { "x-hasura-admin-secret": HASURA_SECRET }
-    })
-  : null;
-
-const Q_BODYSHOP_RR = gql`
-  query RR_Config($id: uuid!) {
-    bodyshops_by_pk(id: $id) {
-      id
-      rr_dealerid
-      rr_configuration
-    }
-  }
-`;
-
-/**
- * @param {string} bodyshopId
- * @returns {Promise<{dealerNumber:string, storeNumber?:string, areaNumber?:string}>}
- */
-async function getRRConfigForBodyshop(bodyshopId) {
-  if (!client) throw new Error("Hasura client not configured.");
-
-  const data = await client.request(Q_BODYSHOP_RR, { id: bodyshopId });
-  const row = data?.bodyshops_by_pk;
-  if (!row) throw new Error(`Bodyshop not found: ${bodyshopId}`);
-
-  const dealerNumber = row.rr_dealerid;
-
-  const cfg = row.rr_configuration || {};
-
-  if (!dealerNumber) {
-    throw new Error(`RR not configured for bodyshop ${bodyshopId} (missing rr_dealerid).`);
-  }
-
-  // The RR client expects "areaNumber" (Rome "branch")
-  const storeNumber = cfg.storeNumber || cfg.store_no || cfg.store || null;
-  const areaNumber = cfg.branchNumber || cfg.branch_no || cfg.branch || null;
-
-  return { dealerNumber, storeNumber, areaNumber };
-}
-
-module.exports = { getRRConfigForBodyshop };

server/rr/rr-customer.js

@@ -1,17 +0,0 @@
-const { withClient } = require("../rr/withClient");
-
-async function insertCustomer({ bodyshopId, payload }) {
-  return withClient(bodyshopId, async (client, routing) => {
-    const res = await client.insertCustomer(payload, { routing });
-    return res;
-  });
-}
-
-async function updateCustomer({ bodyshopId, payload }) {
-  return withClient(bodyshopId, async (client, routing) => {
-    const res = await client.updateCustomer(payload, { routing });
-    return res;
-  });
-}
-
-module.exports = { insertCustomer, updateCustomer };

server/rr/rr-customers.js

@@ -0,0 +1,112 @@
+// server/rr/rr-customers.js
+// Minimal RR customer create helper
+
+const { RRClient } = require("./lib/index.cjs");
+const { getRRConfigFromBodyshop } = require("./rr-config");
+const RRLogger = require("./rr-logger");
+
+// Build client + opts from bodyshop
+function buildClientAndOpts(bodyshop) {
+  const cfg = getRRConfigFromBodyshop(bodyshop);
+  const client = new RRClient({
+    baseUrl: cfg.baseUrl,
+    username: cfg.username,
+    password: cfg.password,
+    timeoutMs: cfg.timeoutMs,
+    retries: cfg.retries
+  });
+  const opts = {
+    routing: cfg.routing,
+    envelope: {
+      sender: {
+        component: "Rome",
+        task: "CVC",
+        referenceId: "CreateCustomer",
+        creator: "RCI",
+        senderName: "RCI"
+      }
+    }
+  };
+  return { client, opts };
+}
+
+// minimal field extraction
+function digitsOnly(s) {
+  return String(s || "").replace(/[^\d]/g, "");
+}
+
+function buildCustomerPayloadFromJob(job, overrides = {}) {
+  const firstName = overrides.firstName ?? job?.ownr_fn ?? job?.customer?.first_name ?? "";
+  const lastName = overrides.lastName ?? job?.ownr_ln ?? job?.customer?.last_name ?? "";
+  const company = overrides.company ?? job?.ownr_co_nm ?? job?.customer?.company_name ?? "";
+
+  // Prefer owner phone; fall back to customer phones
+  const phone =
+    overrides.phone ??
+    job?.ownr_ph1 ??
+    job?.customer?.mobile ??
+    job?.customer?.home_phone ??
+    job?.customer?.phone ??
+    "";
+
+  const payload = {
+    // These keys follow the RR client’s customers op conventions (the lib normalizes case)
+    firstName: firstName || undefined,
+    lastName: lastName || undefined,
+    companyName: company || undefined,
+    phone: digitsOnly(phone) || undefined,
+    email: overrides.email || job?.ownr_ea || job?.customer?.email || undefined,
+    address: {
+      line1: overrides.addressLine1 ?? job?.ownr_addr1 ?? job?.customer?.address_line1 ?? undefined,
+      line2: overrides.addressLine2 ?? job?.ownr_addr2 ?? job?.customer?.address_line2 ?? undefined,
+      city: overrides.city ?? job?.ownr_city ?? job?.customer?.city ?? undefined,
+      state: overrides.state ?? job?.ownr_st ?? job?.customer?.state ?? job?.customer?.province ?? undefined,
+      postalCode: overrides.postalCode ?? job?.ownr_zip ?? job?.customer?.postal_code ?? undefined,
+      country: overrides.country ?? job?.ownr_ctry ?? job?.customer?.country ?? "CA"
+    }
+  };
+
+  return payload;
+}
+
+/**
+ * Create a customer in RR and return { custNo, raw }.
+ * Tries common op names to stay compatible with the generated client.
+ */
+async function createRRCustomer({ bodyshop, job, overrides = {}, socket }) {
+  const log = RRLogger(socket, { ns: "rr" });
+  const { client, opts } = buildClientAndOpts(bodyshop);
+  const payload = buildCustomerPayloadFromJob(job, overrides);
+
+  let res;
+  // Try common method names; your lib exposes one of these.
+  if (typeof client.createCustomer === "function") {
+    res = await client.createCustomer(payload, opts);
+  } else if (typeof client.insertCustomer === "function") {
+    res = await client.insertCustomer(payload, opts);
+  } else if (client.customers && typeof client.customers.create === "function") {
+    res = await client.customers.create(payload, opts);
+  } else {
+    throw new Error("RR customer create operation not found in client");
+  }
+
+  const data = res?.data ?? res;
+  const custNo =
+    data?.custNo ??
+    data?.CustNo ??
+    data?.customerNo ??
+    data?.CustomerNo ??
+    data?.customer?.custNo ??
+    data?.Customer?.CustNo;
+
+  if (!custNo) {
+    log("error", "RR create customer returned no custNo", { data });
+    throw new Error("RR create customer returned no custNo");
+  }
+
+  return { custNo, raw: data };
+}
+
+module.exports = {
+  createRRCustomer
+};

server/rr/rr-error.js

@@ -1,11 +0,0 @@
-class RrApiError extends Error {
-  constructor(message, code, meta) {
-    super(message);
-    this.name = "RrApiError";
-    this.code = code || "RR_API_ERROR";
-    if (meta) this.meta = meta;
-    Error.captureStackTrace?.(this, RrApiError);
-  }
-}
-
-module.exports = { RrApiError };

server/rr/rr-job-export.js

@@ -1,67 +1,28 @@
-const { withClient } = require("./withClient");
+const { buildRRRepairOrderPayload } = require("./rr-job-helpers");
+const { buildClientAndOpts } = require("./rr-lookup");
 
-async function exportJobToRR({ bodyshopId, job, logger }) {
+async function exportJobToRR(args) {
-  return withClient(bodyshopId, logger, async (client, routing) => {
+  const { bodyshop, job, selectedCustomer, advisorNo, existing } = args;
-    // 1) Upsert Customer
-    const custPayload = mapJobToCustomer(job);
-    const custRes = job.customer?.nameRecId
-      ? await client.updateCustomer(custPayload, { routing })
-      : await client.insertCustomer(custPayload, { routing });
 
-    const customerNo = custRes?.data?.dmsRecKey || job.customer?.customerNo;
+  // Build client + opts (opts carries routing)
-    if (!customerNo) throw new Error("Failed to resolve customerNo from RR response.");
+  const { client, opts } = buildClientAndOpts(bodyshop);
 
-    // 2) Ensure Service Vehicle (optional, if VIN present)
+  const payload = buildRRRepairOrderPayload({ job, selectedCustomer, advisorNo });
-    if (job?.vehicle?.vin) {
-      await client.insertServiceVehicle(
-        {
-          vin: job.vehicle.vin,
-          vehicleServInfo: { customerNo }
-        },
-        { routing }
-      );
-    }
 
-    // 3) Create RO
+  let rrRes;
-    const roHeader = {
+  if (existing?.dmsRepairOrderId) {
-      customerNo,
+    rrRes = await client.updateRepairOrder({ ...payload, dmsRepairOrderId: existing.dmsRepairOrderId }, opts);
-      departmentType: "B",
+  } else {
-      vin: job?.vehicle?.vin,
+    rrRes = await client.createRepairOrder(payload, opts);
-      outsdRoNo: job?.roExternal || job?.id,
+  }
-      advisorNo: job?.advisorNo,
-      mileageIn: job?.mileageIn
-    };
 
-    const roBody = mapJobToRO(job); // extend if you want lines/tax/etc
-    const roRes = await client.createRepairOrder({ ...roHeader, ...roBody }, { routing });
-    return roRes?.data;
-  });
-}
-
-function mapJobToCustomer(job) {
-  const c = job?.customer || {};
   return {
-    nameRecId: c.nameRecId,
+    success: rrRes?.success === true,
-    firstName: c.firstName || c.given_name,
+    data: rrRes?.data || null,
-    lastName: c.lastName || c.family_name,
+    roStatus: rrRes?.data?.roStatus || null,
-    phone: c.phone || c.mobile,
+    statusBlocks: rrRes?.statusBlocks || [],
-    email: c.email,
+    xml: rrRes?.xml,
-    address: {
+    parsed: rrRes?.parsed
-      line1: c.address1,
-      line2: c.address2,
-      city: c.city,
-      state: c.province || c.state,
-      postalCode: c.postal || c.zip
-    }
-  };
-}
-
-function mapJobToRO(job) {
-  return {
-    // rolabor: [...],
-    // roparts: [...],
-    // estimate: {...},
-    // tax: {...}
   };
 }
 

server/rr/rr-job-helpers.js

@@ -1,54 +1,76 @@
-// server/rr/rr-job-helpers.js
 const { GraphQLClient } = require("graphql-request");
 const queries = require("../graphql-client/queries");
-const { combinedSearch } = require("./rr-lookup");
-
-/** Namespace the job transaction data for RR */
-const getTransactionType = (jobid) => `rr:${jobid}`;
 
 /**
- * QueryJobData — mirrors your Fortellis/CDK helpers; fetches job with all export details.
+ * Query job + related entities.
- * Requires the caller's token (we read from the socket handshake).
+ * Supports { socket } (GraphQL) and/or { redisHelpers } (cache/fetch).
  */
-async function QueryJobData({ socket, jobid }) {
+async function QueryJobData(ctx = {}, jobId) {
-  const endpoint = process.env.GRAPHQL_ENDPOINT || process.env.HASURA_GRAPHQL_ENDPOINT || process.env.HASURA_URL;
+  if (!jobId) throw new Error("jobId required");
-  if (!endpoint) throw new Error("GRAPHQL endpoint not configured");
 
-  const client = new GraphQLClient(endpoint, {});
+  const { redisHelpers, socket } = ctx;
-  const token = (socket?.data && socket.data.authToken) || (socket?.handshake?.auth && socket.handshake.auth.token);
-  if (!token) throw new Error("Missing auth token for QueryJobData");
 
-  const res = await client
+  if (redisHelpers) {
-    .setHeaders({ Authorization: `Bearer ${token}` })
+    if (typeof redisHelpers.getJobFromCache === "function") {
-    .request(queries.QUERY_JOBS_FOR_CDK_EXPORT, { id: jobid });
+      try {
+        const hit = await redisHelpers.getJobFromCache(jobId);
+        if (hit) return hit;
+      } catch {}
+    }
+    if (typeof redisHelpers.fetchJobById === "function") {
+      const full = await redisHelpers.fetchJobById(jobId);
+      if (full) return full;
+    }
+  }
 
-  return res?.jobs_by_pk || null;
+  if (socket) {
+    const endpoint = process.env.GRAPHQL_ENDPOINT;
+    if (!endpoint) throw new Error("GRAPHQL_ENDPOINT not configured");
+
+    const token = (socket?.data && socket.data.authToken) || (socket?.handshake?.auth && socket.handshake.auth.token);
+
+    if (!token) throw new Error("Missing bearer token on socket for GraphQL fetch");
+
+    const client = new GraphQLClient(endpoint, {});
+    const resp = await client
+      .setHeaders({ Authorization: `Bearer ${token}` })
+      .request(queries.QUERY_JOBS_FOR_CDK_EXPORT, { id: jobId });
+
+    const job = resp?.jobs_by_pk;
+    if (job) return job;
+    throw new Error("QueryJobData: job not found via GraphQL");
+  }
+
+  throw new Error("QueryJobData: no available method to load job (need socket or redisHelpers)");
 }
 
 /**
- * QueryDMSVehicleById — for RR we don't have a direct "vehicle by id" read,
+ * Build RR create/update RO payload.
- * so we approximate with CombinedSearch by VIN and return the first hit.
+ * Prefers selectedVehicle.vin (if present) over job VIN.
  */
-async function QueryDMSVehicleById({ bodyshopId, vin }) {
+function buildRRRepairOrderPayload({ job, selectedCustomer, selectedVehicle, advisorNo }) {
-  if (!vin) return null;
+  const custNo =
-  const res = await combinedSearch({ bodyshopId, kind: "vin", vin });
+    selectedCustomer?.custNo ||
-  // RR lib returns { success, data: CombinedSearchBlock[] }
+    selectedCustomer?.customerNo ||
-  const blocks = res?.data || res || [];
+    selectedCustomer?.CustNo ||
-  const first = Array.isArray(blocks) && blocks.length ? blocks[0] : null;
+    selectedCustomer?.CustomerNo;
-  if (!first) return null;
 
-  const vehicle = first?.Vehicle || first?.vehicle || first?.Veh || null;
+  if (!custNo) throw new Error("No RR customer selected (custNo missing)");
-  const customer = first?.Customer || first?.customer || first?.Cust || null;
+
+  const vin = selectedVehicle?.vin || job?.vehicle?.vin || job?.v_vin || job?.vehicle_vin;
+
+  if (!vin) throw new Error("No VIN available (select or create a vehicle)");
 
   return {
+    repairOrderNumber: String(job?.job_number || job?.id),
+    deptType: "B",
     vin,
-    vehicle,
+    custNo,
-    customer
+    advNo: advisorNo || undefined
   };
 }
 
 module.exports = {
   QueryJobData,
-  QueryDMSVehicleById,
+  buildRRRepairOrderPayload
-  getTransactionType
 };

server/rr/rr-logger.js

@@ -1,14 +1,70 @@
-const logger = require("../utils/logger");
+// server/rr/rr-logger.js
+// Robust socket + server logger for RR flows (no more [object Object] in UI)
 
-function RRLogger(socket) {
+"use strict";
-  return function log(level = "info", message = "", ctx = {}) {
+
-    // Console
+const util = require("util");
-    const fn = logger.logger[level] || logger.log;
+const appLogger = require("../utils/logger");
-    fn(`[RR] ${new Date().toISOString()} [${level.toUpperCase()}] ${message}`, ctx);
+
+function RRLogger(socket, baseCtx = {}) {
+  const levels = new Set(["error", "warn", "info", "http", "verbose", "debug", "silly"]);
+
+  const safeString = (v) => {
+    if (v instanceof Error) return v.message;
+    if (typeof v === "string") return v;
     try {
-      socket?.emit?.("RR:LOG", { level, message, ctx, ts: Date.now() });
+      return JSON.stringify(v);
     } catch {
-      /* ignore */
+      return util.inspect(v, { depth: 2, maxArrayLength: 50 });
+    }
+  };
+
+  return function log(levelOrMsg, msgOrCtx, ctx) {
+    let level = "info";
+    let message = undefined;
+    let meta = {};
+
+    if (typeof levelOrMsg === "string" && levels.has(levelOrMsg)) {
+      level = levelOrMsg;
+      message = msgOrCtx;
+      meta = ctx || {};
+    } else {
+      message = levelOrMsg;
+      meta = msgOrCtx || {};
+    }
+
+    // Prepare console line + metadata
+    const emitError = message instanceof Error;
+    if (emitError) {
+      meta.err = {
+        name: message.name,
+        message: message.message,
+        stack: message.stack
+      };
+      message = message.message;
+      if (level === "info") level = "error";
+    }
+
+    const messageString = safeString(message);
+    const line = `[RR] ${new Date().toISOString()} [${String(level).toUpperCase()}] ${messageString}`;
+    const loggerFn = appLogger?.logger?.[level] || appLogger?.logger?.info || ((...args) => console.log(...args));
+
+    loggerFn(line, { ...baseCtx, ...meta });
+
+    // Always emit a STRING for `message` to sockets to avoid React crashes
+    // If the original message was an object, include it in `details`
+    const details = message && typeof message !== "string" && !emitError ? message : undefined;
+
+    try {
+      socket?.emit?.("rr-log-event", {
+        level,
+        message: messageString, // <-- normalized string for UI
+        ctx: { ...baseCtx, ...meta },
+        ...(details ? { details } : {}),
+        ts: Date.now()
+      });
+    } catch {
+      /* ignore socket emission errors */
     }
   };
 }

server/rr/rr-lookup.js

@@ -1,24 +1,145 @@
-const { withClient } = require("./withClient");
+// server/rr/rr-lookup.js
+// Reynolds & Reynolds lookup helpers that adapt our bodyshop record to the RR client
 
-async function getAdvisors({ bodyshopId, ...criteria }) {
+const { RRClient } = require("./lib/index.cjs");
-  return withClient(bodyshopId, async (client, routing) => {
+const { getRRConfigFromBodyshop } = require("./rr-config");
-    const res = await client.getAdvisors(criteria, { routing });
+
-    return res;
+/**
+ * Build an RR client + common opts from a bodyshop row
+ */
+function buildClientAndOpts(bodyshop) {
+  const cfg = getRRConfigFromBodyshop(bodyshop);
+
+  const client = new RRClient({
+    baseUrl: cfg.baseUrl,
+    username: cfg.username,
+    password: cfg.password,
+    timeoutMs: cfg.timeoutMs,
+    retries: cfg.retries
+    // optional debug logger already inside lib; leave defaults
   });
+
+  // Common CallOptions for all ops; routing is CRITICAL for Destination block
+  const opts = {
+    routing: cfg.routing,
+    envelope: {
+      // You can override these per-call if needed
+      sender: {
+        component: "Rome",
+        task: "CVC",
+        referenceId: "Query",
+        creator: "RCI",
+        senderName: "RCI"
+      }
+      // bodId/creationDateTime auto-filled by the client if omitted
+    }
+  };
+
+  return { client, opts };
 }
 
-async function getParts({ bodyshopId, ...criteria }) {
+/**
-  return withClient(bodyshopId, async (client, routing) => {
+ * Normalize the combined-search arguments into the RR shape.
-    const res = await client.getParts(criteria, { routing });
+ * We infer `kind` if not provided, based on the first detectable field.
-    return res;
+ */
-  });
+function toCombinedSearchPayload(args = {}) {
+  const q = { ...args };
+  let kind = (q.kind || "").toString().trim().toLowerCase();
+
+  if (!kind) {
+    if (q.phone) kind = "phone";
+    else if (q.license) kind = "license";
+    else if (q.vin) kind = "vin";
+    else if (q.nameRecId || q.custId) kind = "nameRecId";
+    else if (q.name && (q.name.fname || q.name.lname || q.name.mname || q.name.name)) kind = "name";
+    else if (q.stkNo || q.stock) kind = "stkNo";
+  }
+
+  // Map loose aliases into the RR builder’s expected fields
+  const payload = { maxResults: q.maxResults || q.maxRecs || 50, kind };
+
+  switch (kind) {
+    case "phone":
+      payload.phone = q.phone;
+      break;
+    case "license":
+      payload.license = q.license;
+      break;
+    case "vin":
+      payload.vin = q.vin;
+      break;
+    case "namerecid":
+      payload.nameRecId = q.nameRecId || q.custId;
+      break;
+    case "name":
+      payload.name = q.name; // { fname, lname, mname } or { name }
+      break;
+    case "stkno":
+      payload.stkNo = q.stkNo || q.stock;
+      break;
+    default:
+      // Let the RR builder throw the canonical “Unsupported CombinedSearch kind”
+      payload.kind = q.kind; // may be undefined; RR lib will validate
+  }
+
+  // Optional vehicle narrowing; the RR builder defaults to ANY/ANY/ANY if omitted
+  if (q.make || q.model || q.year) {
+    payload.make = q.make;
+    payload.model = q.model;
+    payload.year = q.year;
+  }
+
+  return payload;
 }
 
-async function combinedSearch({ bodyshopId, ...query }) {
+/**
-  return withClient(bodyshopId, async (client, routing) => {
+ * Combined customer/service/vehicle search
-    const res = await client.combinedSearch(query, { routing });
+ * @param bodyshop - bodyshop row (must include rr_dealerid & rr_configuration with store/branch)
-    return res;
+ * @param args - search inputs (phone | license | vin | nameRecId | name | stkNo)
-  });
+ */
+async function rrCombinedSearch(bodyshop, args = {}) {
+  const { client, opts } = buildClientAndOpts(bodyshop);
+  const payload = toCombinedSearchPayload(args);
+  const res = await client.combinedSearch(payload, opts);
+  return res?.data ?? res; // lib returns { success, data, ... }
 }
 
-module.exports = { getAdvisors, getParts, combinedSearch };
+/**
+ * Advisors lookup
+ * @param bodyshop
+ * @param args - { department: 'B'|'S'|'P'|string, advisorNumber?: string }
+ */
+async function rrGetAdvisors(bodyshop, args = {}) {
+  const { client, opts } = buildClientAndOpts(bodyshop);
+  // Allow friendly department values
+  const dep = (args.department || "").toString().toUpperCase();
+  const department =
+    dep === "BODY" || dep === "BODYSHOP" ? "B" : dep === "SERVICE" ? "S" : dep === "PARTS" ? "P" : dep || "B";
+
+  const payload = {
+    department,
+    advisorNumber: args.advisorNumber ? String(args.advisorNumber) : undefined
+  };
+
+  const res = await client.getAdvisors(payload, opts);
+  return res?.data ?? res;
+}
+
+/**
+ * Parts on an internal RO
+ * @param bodyshop
+ * @param args - { roNumber: string } (ERA/DMS internal RO number)
+ */
+async function rrGetParts(bodyshop, args = {}) {
+  const { client, opts } = buildClientAndOpts(bodyshop);
+  const payload = { roNumber: String(args.roNumber || "").trim() };
+  const res = await client.getParts(payload, opts);
+  return res?.data ?? res;
+}
+
+module.exports = {
+  rrCombinedSearch,
+  rrGetAdvisors,
+  rrGetParts,
+  buildClientAndOpts
+};

server/rr/rr-repair-orders.js

@@ -1,17 +0,0 @@
-const { withClient } = require("./withClient");
-
-async function createRepairOrder({ bodyshopId, payload }) {
-  return withClient(bodyshopId, async (client, routing) => {
-    const res = await client.createRepairOrder(payload, { routing });
-    return res;
-  });
-}
-
-async function updateRepairOrder({ bodyshopId, payload }) {
-  return withClient(bodyshopId, async (client, routing) => {
-    const res = await client.updateRepairOrder(payload, { routing });
-    return res;
-  });
-}
-
-module.exports = { createRepairOrder, updateRepairOrder };

server/rr/rr-selected-customer.js

@@ -1,100 +0,0 @@
-// server/rr/rr-selected-customer.js
-const RRLogger = require("./rr-logger");
-const { insertCustomer, updateCustomer } = require("./rr-customer");
-const { withClient } = require("./withClient");
-const { QueryJobData, getTransactionType } = require("./rr-job-helpers");
-
-/**
- * Selects/creates/updates the RR customer for a job and persists the choice in the session tx.
- * - If selectedCustomerId is given: cache and return.
- * - Else: upsert from the job's current customer data, cache resulting dmsRecKey.
- */
-async function SelectedCustomer({ socket, jobid, bodyshopId, selectedCustomerId, redisHelpers }) {
-  const log = RRLogger(socket);
-
-  // 1) Load JobData (we'll also use it for bodyshopId if missing)
-  const JobData = await QueryJobData({ socket, jobid });
-  const resolvedBodyshopId = bodyshopId || JobData?.bodyshop?.id;
-  if (!resolvedBodyshopId) throw new Error("Unable to resolve bodyshopId for RR SelectedCustomer");
-
-  const txKey = getTransactionType(jobid);
-  const { setSessionTransactionData, getSessionTransactionData } = redisHelpers || {};
-  const current = (await getSessionTransactionData?.(txKey)) || {};
-
-  // 2) If the UI already chose a DMS customer, just persist it
-  if (selectedCustomerId) {
-    await setSessionTransactionData?.(txKey, {
-      ...current,
-      selectedCustomerId
-    });
-    log("info", "RR SelectedCustomer: using provided selectedCustomerId", { selectedCustomerId, jobid });
-    return { selectedCustomerId };
-  }
-
-  // 3) Otherwise, upsert based on job's customer info (fallback), and cache the new id.
-  const j = JobData || {};
-  const c = j.customer || {};
-
-  if (!c && !j?.vehicle?.vin) {
-    log("warn", "RR SelectedCustomer: no customer on job and no VIN; nothing to do", { jobid });
-    return { selectedCustomerId: null };
-  }
-
-  // Upsert customer: prefer update if we have a NameRecId; else insert.
-  const customerPayload = mapJobCustomerToRR(c);
-  const upsert = c?.nameRecId
-    ? await updateCustomer({ bodyshopId: resolvedBodyshopId, payload: customerPayload })
-    : await insertCustomer({ bodyshopId: resolvedBodyshopId, payload: customerPayload });
-
-  const dmsRecKey =
-    upsert?.data?.dmsRecKey ||
-    upsert?.data?.DMSRecKey ||
-    upsert?.data?.dmsRecKeyId ||
-    c?.customerNo ||
-    c?.nameRecId ||
-    null;
-
-  // Optionally ensure a ServiceVehicle record exists when VIN present (best effort).
-  if (j?.vehicle?.vin) {
-    try {
-      await withClient(resolvedBodyshopId, async (client, routing) => {
-        await client.insertServiceVehicle(
-          { vin: j.vehicle.vin, vehicleServInfo: { customerNo: dmsRecKey } },
-          { routing }
-        );
-      });
-      log("info", "RR SelectedCustomer: ensured ServiceVehicle for VIN", { vin: j.vehicle.vin, dmsRecKey });
-    } catch (e) {
-      log("warn", `RR SelectedCustomer: insertServiceVehicle skipped (${e.message})`, { vin: j?.vehicle?.vin });
-    }
-  }
-
-  // Save in session tx
-  await setSessionTransactionData?.(txKey, {
-    ...current,
-    selectedCustomerId: dmsRecKey
-  });
-
-  log("info", "RR SelectedCustomer: upsert complete", { dmsRecKey, jobid });
-  return { selectedCustomerId: dmsRecKey };
-}
-
-function mapJobCustomerToRR(c = {}) {
-  // Mirrors the mapping used by rr-job-export (kept local to avoid cross-module exports)
-  return {
-    nameRecId: c.nameRecId, // for update path
-    firstName: c.firstName || c.given_name,
-    lastName: c.lastName || c.family_name || c.last_name,
-    phone: c.phone || c.mobile,
-    email: c.email,
-    address: {
-      line1: c.address1 || c.address || c.street,
-      line2: c.address2 || "",
-      city: c.city,
-      state: c.province || c.state,
-      postalCode: c.postal || c.zip
-    }
-  };
-}
-
-module.exports = { SelectedCustomer };

server/rr/rrRoutes.js

@@ -1,173 +0,0 @@
-// server/rr/rrRoutes.js
-const express = require("express");
-const router = express.Router();
-
-const RRLogger = require("./rr-logger");
-const { RrApiError } = require("./rr-error");
-const { getRRConfigForBodyshop } = require("./rr-config");
-const lookupApi = require("./rr-lookup");
-const { insertCustomer, updateCustomer } = require("./rr-customer");
-const { exportJobToRR } = require("./rr-job-export");
-const { SelectedCustomer } = require("./rr-selected-customer");
-const { QueryJobData } = require("./rr-job-helpers");
-
-// --- helpers & middleware (kept local for this router) ---
-function socketOf(req) {
-  // attach a minimal "socket-like" emitter for logger compatibility
-  return {
-    emit: () => {
-      //
-    },
-    handshake: { auth: { token: req?.headers?.authorization?.replace(/^Bearer\s+/i, "") } },
-    user: req?.user
-  };
-}
-
-function ok(res, payload) {
-  return res.status(200).json(payload || { ok: true });
-}
-function fail(res, e) {
-  const code = e?.code === "BAD_REQUEST" ? 400 : e?.code === "NOT_CONFIGURED" ? 412 : 500;
-  return res.status(code).json({ error: e?.message || String(e), code: e?.code || "RR_API_ERROR" });
-}
-
-function requireBodyshopId(req) {
-  const body = req?.body || {};
-  const fromBody = body.bodyshopId;
-  const fromJob = body.job && (body.job.shopid || body.job.bodyshopId);
-  const fromHeader = typeof req.get === "function" ? req.get("x-bodyshop-id") : undefined;
-  const bodyshopId = fromBody || fromJob || fromHeader;
-  if (!bodyshopId) {
-    throw new RrApiError(
-      "Missing bodyshopId (expected in body.bodyshopId, body.job.shopid/bodyshopId, or x-bodyshop-id header)",
-      "BAD_REQUEST"
-    );
-  }
-  return bodyshopId;
-}
-
-// --- sanity/config checks ---
-router.get("/rr/config", async (req, res) => {
-  try {
-    const bodyshopId = requireBodyshopId(req);
-    const cfg = await getRRConfigForBodyshop(bodyshopId);
-    return ok(res, { data: cfg });
-  } catch (e) {
-    return fail(res, e);
-  }
-});
-
-// --- lookups ---
-router.post("/rr/lookup/advisors", async (req, res) => {
-  try {
-    const bodyshopId = requireBodyshopId(req);
-    const data = await lookupApi.getAdvisors({ bodyshopId, ...(req.body || {}) });
-    return ok(res, { data });
-  } catch (e) {
-    return fail(res, e);
-  }
-});
-
-router.post("/rr/lookup/parts", async (req, res) => {
-  try {
-    const bodyshopId = requireBodyshopId(req);
-    const data = await lookupApi.getParts({ bodyshopId, ...(req.body || {}) });
-    return ok(res, { data });
-  } catch (e) {
-    return fail(res, e);
-  }
-});
-
-router.post("/rr/combined-search", async (req, res) => {
-  try {
-    const bodyshopId = requireBodyshopId(req);
-    const data = await lookupApi.combinedSearch({ bodyshopId, ...(req.body || {}) });
-    return ok(res, { data });
-  } catch (e) {
-    return fail(res, e);
-  }
-});
-
-// --- customers (basic insert/update) ---
-router.post("/rr/customer/insert", async (req, res) => {
-  try {
-    const bodyshopId = requireBodyshopId(req);
-    const data = await insertCustomer({ bodyshopId, payload: req.body });
-    return ok(res, { data });
-  } catch (e) {
-    return fail(res, e);
-  }
-});
-
-router.post("/rr/customer/update", async (req, res) => {
-  try {
-    const bodyshopId = requireBodyshopId(req);
-    const data = await updateCustomer({ bodyshopId, payload: req.body });
-    return ok(res, { data });
-  } catch (e) {
-    return fail(res, e);
-  }
-});
-
-/**
- * NEW: set or create the selected RR customer for a given job
- * body: { jobid: uuid, selectedCustomerId?: string, bodyshopId?: uuid }
- */
-router.post("/rr/customer/selected", async (req, res) => {
-  const socket = socketOf(req);
-  const logger = (level, message, ctx) => RRLogger(socket)(level, message, ctx);
-  try {
-    const { jobid, selectedCustomerId } = req.body || {};
-    if (!jobid) throw new RrApiError("Missing 'jobid' in body", "BAD_REQUEST");
-
-    // We allow bodyshopId in the body, but will resolve from JobData if not present.
-    const bodyshopId = req.body?.bodyshopId || null;
-
-    const result = await SelectedCustomer({
-      socket,
-      jobid,
-      bodyshopId,
-      selectedCustomerId,
-      redisHelpers: req.redisHelpers
-    });
-
-    logger("info", "RR /rr/customer/selected success", { jobid, selectedCustomerId: result.selectedCustomerId });
-    return ok(res, { data: result });
-  } catch (e) {
-    RRLogger(socket)("error", "RR /rr/customer/selected failed", { error: e.message });
-    return fail(res, e);
-  }
-});
-
-/**
- * NEW: fetch canonical JobData used for DMS exports (mirrors Fortellis/CDK QueryJobData)
- * body: { jobid: uuid }
- */
-router.post("/rr/job/query", async (req, res) => {
-  try {
-    const { jobid } = req.body || {};
-    if (!jobid) throw new RrApiError("Missing 'jobid' in body", "BAD_REQUEST");
-    const data = await QueryJobData({ socket: socketOf(req), jobid });
-    return ok(res, { data });
-  } catch (e) {
-    return fail(res, e);
-  }
-});
-
-// --- export orchestrator ---
-router.post("/rr/export/job", async (req, res) => {
-  const socket = socketOf(req);
-  const logger = (level, message, ctx) => RRLogger(socket)(level, message, ctx);
-  try {
-    const bodyshopId = requireBodyshopId(req);
-    const { job, options = {} } = req.body || {};
-    if (!job) throw new RrApiError("Missing 'job' in request body", "BAD_REQUEST");
-    const data = await exportJobToRR({ bodyshopId, job, logger, ...options });
-    return ok(res, { data });
-  } catch (e) {
-    RRLogger(socket)("error", "RR /rr/export/job failed", { error: e.message });
-    return fail(res, e);
-  }
-});
-
-module.exports = router;

server/rr/withClient.js

@@ -1,11 +0,0 @@
-const { getRRConfigForBodyshop } = require("./rr-config");
-const { makeRRClient } = require("./rr-client");
-const logger = require("../utils/logger");
-
-async function withClient(bodyshopId, fn) {
-  const routing = await getRRConfigForBodyshop(bodyshopId);
-  const client = makeRRClient({ logger });
-  return fn(client, routing);
-}
-
-module.exports = { withClient };

server/web-sockets/redisSocketEvents.js

@@ -1,16 +1,12 @@
 const { admin } = require("../firebase/firebase-handler");
 const FortellisLogger = require("../fortellis/fortellis-logger");
-const RRLogger = require("../rr/rr-logger");
 const { FortellisJobExport, FortellisSelectedCustomer } = require("../fortellis/fortellis");
 const CdkCalculateAllocations = require("../cdk/cdk-calculate-allocations").default;
+const registerRREvents = require("./rr-register-socket-events");
 
-const lookupApi = require("../rr/rr-lookup");
+const redisSocketEvents = ({ io, redisHelpers, ioHelpers, logger }) => {
-const { SelectedCustomer } = require("../rr/rr-selected-customer");
+  // Destructure helpers locally, but keep full objects available for downstream modules
-const { QueryJobData } = require("../rr/rr-job-helpers");
+  const {
-
-const redisSocketEvents = ({
-  io,
-  redisHelpers: {
     setSessionData,
     getSessionData,
     addUserSocketMapping,
@@ -20,10 +16,10 @@ const redisSocketEvents = ({
     setSessionTransactionData,
     getSessionTransactionData,
     clearSessionTransactionData
-  },
+  } = redisHelpers;
-  ioHelpers: { getBodyshopRoom, getBodyshopConversationRoom },
+
-  logger
+  const { getBodyshopRoom, getBodyshopConversationRoom } = ioHelpers;
-}) => {
+
   // Logging helper functions
   const createLogEvent = (socket, level, message) => {
     logger.log("ioredis-log-event", level, socket?.user?.email, null, { wsmessage: message });
@@ -53,6 +49,15 @@ const redisSocketEvents = ({
         socket.handshake.auth.token = token;
         socket.handshake.auth.bodyshopId = bodyshopId;
       }
+
+      // NEW: seed a base session for this socket so downstream handlers can read it
+      await setSessionData(socket.id, {
+        bodyshopId,
+        email: user.email,
+        uid: user.user_id || user.uid,
+        seededAt: Date.now()
+      });
+
       await addUserSocketMapping(user.email, socket.id, bodyshopId);
       next();
     } catch (error) {
@@ -91,6 +96,15 @@ const redisSocketEvents = ({
             socket.handshake.auth.token = token;
             socket.handshake.auth.bodyshopId = bodyshopId;
           }
+
+          // NEW: refresh (or create) the base session with the latest info
+          await setSessionData(socket.id, {
+            bodyshopId,
+            email: user.email,
+            uid: user.user_id || user.uid,
+            refreshedAt: Date.now()
+          });
+
           await refreshUserSocketTTL(user.email, bodyshopId);
           socket.emit("token-updated", { success: true });
         } catch (error) {
@@ -147,6 +161,10 @@ const redisSocketEvents = ({
         if (socket.user?.email) {
           await removeUserSocketMapping(socket.user.email, socket.id);
         }
+        // Optional: clear transactional session
+        try {
+          await clearSessionTransactionData(socket.id);
+        } catch {}
         // Leave all rooms except the default room (socket.id)
         const rooms = Array.from(socket.rooms).filter((room) => room !== socket.id);
         for (const room of rooms) {
@@ -251,7 +269,7 @@ const redisSocketEvents = ({
       });
     };
 
-    //Fortellis/CDK Handlers
+    // Fortellis/CDK Handlers
     const registerFortellisEvents = (socket) => {
       socket.on("fortellis-export-job", async ({ jobid, txEnvelope }) => {
         try {
@@ -280,6 +298,7 @@ const redisSocketEvents = ({
           });
         }
       });
+
       socket.on("fortellis-selected-customer", async ({ jobid, selectedCustomerId }) => {
         try {
           await FortellisSelectedCustomer({
@@ -307,6 +326,7 @@ const redisSocketEvents = ({
           });
         }
       });
+
       socket.on("fortellis-calculate-allocations", async (jobid, callback) => {
         try {
           const allocations = await CdkCalculateAllocations(socket, jobid);
@@ -342,94 +362,6 @@ const redisSocketEvents = ({
       });
     };
 
-    // Reynolds & Reynolds socket events (uses new client-backed ops)
-    function registerRREvents(socket) {
-      const logger = require("../utils/logger");
-      const log = RRLogger(socket);
-      const {
-        redisHelpers // { setSessionData, getSessionData, ... setSessionTransactionData, getSessionTransactionData }
-      } = require("../utils/ioHelpers").getHelpers?.() || { redisHelpers: {} };
-
-      const resolveJobId = (maybeId, packet, fallback) => maybeId || packet?.jobid || fallback;
-
-      // Lookups
-      socket.on("rr-get-advisors", async (params = {}, cb) => {
-        try {
-          const bodyshopId = params.bodyshopId || socket?.user?.bodyshopid;
-          const res = await lookupApi.getAdvisors({ bodyshopId, ...(params || {}) });
-          cb?.({ data: res?.data ?? res });
-        } catch (e) {
-          log("error", `RR get advisors error: ${e.message}`);
-          cb?.({ error: e.message });
-        }
-      });
-
-      socket.on("rr-get-parts", async (params = {}, cb) => {
-        try {
-          const bodyshopId = params.bodyshopId || socket?.user?.bodyshopid;
-          const res = await lookupApi.getParts({ bodyshopId, ...(params || {}) });
-          cb?.({ data: res?.data ?? res });
-        } catch (e) {
-          log("error", `RR get parts error: ${e.message}`);
-          cb?.({ error: e.message });
-        }
-      });
-
-      /**
-       * NEW: QueryJobData — return the canonical job payload used for DMS exports
-       * payload: { jobid }
-       */
-      socket.on("rr-query-job-data", async ({ jobid } = {}, cb) => {
-        try {
-          const resolvedJobId = resolveJobId(jobid, { jobid }, null);
-          const job = await QueryJobData({ socket, jobid: resolvedJobId });
-          cb?.({ jobid: resolvedJobId, job });
-        } catch (e) {
-          log("error", `RR query job data error: ${e.message}`, { jobid });
-          cb?.({ jobid, error: e.message });
-        }
-      });
-
-      /**
-       * NEW: Selected Customer — cache the chosen DMS customer (or upsert from job if not provided)
-       * payload: { jobid, selectedCustomerId?, bodyshopId? }
-       */
-      socket.on("rr-selected-customer", async ({ jobid, selectedCustomerId, bodyshopId } = {}, cb) => {
-        try {
-          const resolvedJobId = resolveJobId(jobid, { jobid }, null);
-          const result = await SelectedCustomer({
-            socket,
-            jobid: resolvedJobId,
-            bodyshopId,
-            selectedCustomerId,
-            redisHelpers
-          });
-          cb?.({ jobid: resolvedJobId, selectedCustomerId: result.selectedCustomerId });
-        } catch (e) {
-          log("error", `RR selected customer error: ${e.message}`, { jobid });
-          cb?.({ jobid, error: e.message });
-        }
-      });
-
-      // Calculate allocations (unchanged)
-      socket.on("rr-calculate-allocations", async (jobid, callback) => {
-        try {
-          const resolvedJobId = resolveJobId(jobid, { jobid }, null);
-          const allocations = await CdkCalculateAllocations(socket, resolvedJobId);
-          callback?.({ jobid: resolvedJobId, allocations });
-        } catch (error) {
-          log("error", `Error during RR calculate allocations: ${error.message}`, { jobid, stack: error.stack });
-          logger.log("rr-calc-allocations-error", "error", null, null, {
-            jobid,
-            message: error.message,
-            stack: error.stack
-          });
-          callback?.({ jobid, error: error.message });
-        }
-      });
-    }
-
-    module.exports = { registerRREvents };
     // Call Handlers
     registerRoomAndBroadcastEvents(socket);
     registerUpdateEvents(socket);
@@ -438,7 +370,14 @@ const redisSocketEvents = ({
     registerSyncEvents(socket);
     registerTaskEvents(socket);
     registerFortellisEvents(socket);
-    registerRREvents(socket);
+
+    // Reynolds & Reynolds socket handlers
+    registerRREvents({
+      socket,
+      redisHelpers,
+      ioHelpers,
+      logger
+    });
   };
 
   // Associate Middleware and Handlers

server/web-sockets/rr-register-socket-events.js

@@ -0,0 +1,305 @@
+// server/rr/rr-register-socket-events.js
+
+const RRLogger = require("../rr/rr-logger");
+const { rrCombinedSearch, rrGetAdvisors, rrGetParts } = require("../rr/rr-lookup");
+const { QueryJobData } = require("../rr/rr-job-helpers");
+const { exportJobToRR } = require("../rr/rr-job-export");
+const CdkCalculateAllocations = require("../cdk/cdk-calculate-allocations").default;
+const { createRRCustomer } = require("../rr/rr-customers");
+
+const { GraphQLClient } = require("graphql-request");
+const queries = require("../graphql-client/queries");
+
+// ---------------- utils ----------------
+
+function resolveJobId(explicit, payload, job) {
+  return explicit || payload?.jobId || payload?.jobid || job?.id || job?.jobId || job?.jobid || null;
+}
+
+async function getSessionOrSocket(redisHelpers, socket) {
+  let sess = null;
+  try {
+    sess = await redisHelpers.getSessionData(socket.id);
+  } catch {
+    /* ignore */
+  }
+  const bodyshopId = sess?.bodyshopId ?? socket.bodyshopId;
+  const email = sess?.email ?? socket.user?.email;
+  if (!bodyshopId) throw new Error("No bodyshopId (session/socket)");
+  return { bodyshopId, email, sess };
+}
+
+async function getBodyshopForSocket({ bodyshopId, socket }) {
+  const endpoint = process.env.GRAPHQL_ENDPOINT;
+  if (!endpoint) throw new Error("GRAPHQL_ENDPOINT not configured");
+
+  const token = (socket?.data && socket.data.authToken) || (socket?.handshake?.auth && socket.handshake.auth.token);
+
+  const client = new GraphQLClient(endpoint, {});
+  const res = await client
+    .setHeaders({ Authorization: `Bearer ${token}` })
+    .request(queries.GET_BODYSHOP_BY_ID, { id: bodyshopId });
+
+  const bodyshop = res?.bodyshops_by_pk;
+  if (!bodyshop) throw new Error(`Bodyshop not found: ${bodyshopId}`);
+  return bodyshop;
+}
+
+// ---------------- register handlers ----------------
+
+function registerRREvents({ socket, redisHelpers }) {
+  // RRLogger returns a log(level, message, ctx) function
+  const log = RRLogger(socket);
+
+  // Lookups (mirrors Fortellis shape/flow)
+  socket.on("rr-lookup-combined", async ({ jobid, params } = {}, cb) => {
+    try {
+      const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
+      const bodyshop = await getBodyshopForSocket({ bodyshopId, socket });
+
+      const res = await rrCombinedSearch(bodyshop, params || {});
+      const data = res?.data ?? res;
+
+      cb?.({ jobid: resolveJobId(jobid, { jobid }, null), data });
+
+      // Push to FE to open the table; keep payload as the raw array (FE maps columns itself)
+      socket.emit("rr-select-customer", Array.isArray(data) ? data : data?.customers || []);
+    } catch (e) {
+      log("error", `RR combined lookup error: ${e.message}`, { jobid });
+      cb?.({ jobid, error: e.message });
+    }
+  });
+
+  // Advisors
+  socket.on("rr-get-advisors", async (args = {}, ack) => {
+    try {
+      const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
+      const bodyshop = await getBodyshopForSocket({ bodyshopId, socket });
+      const res = await rrGetAdvisors(bodyshop, args);
+      ack?.({ ok: true, result: res });
+      socket.emit("rr-get-advisors:result", res);
+    } catch (err) {
+      log("error", err?.message || "get advisors failed", { err });
+      ack?.({ ok: false, error: err?.message || "get advisors failed" });
+    }
+  });
+
+  // Parts
+  socket.on("rr-get-parts", async (args = {}, ack) => {
+    try {
+      const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
+      const bodyshop = await getBodyshopForSocket({ bodyshopId, socket });
+      const res = await rrGetParts(bodyshop, args);
+      ack?.({ ok: true, result: res });
+      socket.emit("rr-get-parts:result", res);
+    } catch (err) {
+      log("error", err?.message || "get parts failed", { err });
+      ack?.({ ok: false, error: err?.message || "get parts failed" });
+    }
+  });
+
+  // Persist customer selection (or flag create-new)
+  socket.on("rr-selected-customer", async (selected, ack) => {
+    try {
+      await getSessionOrSocket(redisHelpers, socket);
+      const tx = (await redisHelpers.getSessionTransactionData(socket.id)) || {};
+
+      // Signal create-new intent
+      if (!selected || selected?.create === true || selected?.__new === true) {
+        await redisHelpers.setSessionTransactionData(socket.id, { ...tx, rrCreateCustomer: true });
+        log("info", "rr-selected-customer:new-customer-intent");
+        socket.emit("rr-customer-create-required");
+        return ack?.({ ok: true, action: "create" });
+      }
+
+      await redisHelpers.setSessionTransactionData(socket.id, { ...tx, rrSelectedCustomer: selected });
+      log("info", "rr-selected-customer", { selected });
+      ack?.({ ok: true });
+    } catch (err) {
+      log("error", err?.message || "select customer failed", { err });
+      ack?.({ ok: false, error: err?.message || "select customer failed" });
+    }
+  });
+
+  // Optional explicit create-customer from UI form
+  socket.on("rr-create-customer", async ({ jobId, fields } = {}, ack) => {
+    try {
+      const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
+      const bodyshop = await getBodyshopForSocket({ bodyshopId, socket });
+
+      if (!jobId) throw new Error("jobId required");
+      const job = await QueryJobData({ redisHelpers }, jobId);
+
+      const { custNo } = await createRRCustomer({ bodyshop, job, overrides: fields || {}, socket });
+
+      const tx = (await redisHelpers.getSessionTransactionData(socket.id)) || {};
+      await redisHelpers.setSessionTransactionData(socket.id, {
+        ...tx,
+        rrSelectedCustomer: { custNo },
+        rrCreateCustomer: false
+      });
+
+      log("info", "rr-create-customer:success", { custNo });
+      socket.emit("rr-customer-created", { custNo });
+      ack?.({ ok: true, custNo });
+    } catch (err) {
+      log("error", err?.message || "create customer failed", { err });
+      ack?.({ ok: false, error: err?.message || "create customer failed" });
+    }
+  });
+
+  // Vehicle selection helpers
+  socket.on("rr-selected-vehicle", async (selected, ack) => {
+    try {
+      await getSessionOrSocket(redisHelpers, socket);
+      if (!selected?.vin) throw new Error("selected vehicle must include vin");
+      const tx = (await redisHelpers.getSessionTransactionData(socket.id)) || {};
+      await redisHelpers.setSessionTransactionData(socket.id, { ...tx, rrSelectedVehicle: selected });
+      log("info", "rr-selected-vehicle", { vin: selected.vin });
+      ack?.({ ok: true });
+    } catch (err) {
+      log("error", err?.message || "select vehicle failed", { err });
+      ack?.({ ok: false, error: err?.message || "select vehicle failed" });
+    }
+  });
+
+  socket.on("rr-create-vehicle", async (vehicle, ack) => {
+    try {
+      await getSessionOrSocket(redisHelpers, socket);
+      if (!vehicle?.vin) throw new Error("vehicle.vin required");
+      const tx = (await redisHelpers.getSessionTransactionData(socket.id)) || {};
+      await redisHelpers.setSessionTransactionData(socket.id, { ...tx, rrSelectedVehicle: vehicle });
+      log("info", "rr-create-vehicle", { vin: vehicle.vin });
+      ack?.({ ok: true });
+    } catch (err) {
+      log("error", err?.message || "create vehicle failed", { err });
+      ack?.({ ok: false, error: err?.message || "create vehicle failed" });
+    }
+  });
+
+  // Export flow
+  // Export flow
+  socket.on("rr-export-job", async (payload = {}) => {
+    try {
+      // Extract job / ids
+      let job = payload.job || payload.txEnvelope?.job;
+      const jobId = payload.jobId || payload.jobid || payload.txEnvelope?.jobId || job?.id;
+
+      if (!job) {
+        if (!jobId) throw new Error("RR export: job or jobId required");
+        // Fetch full job when only jobId is provided
+        job = await QueryJobData({ redisHelpers }, jobId);
+      }
+
+      // Resolve bodyshop id
+      let bodyshopId = payload.bodyshopId || payload.bodyshopid || payload.bodyshopUUID || job?.bodyshop?.id;
+
+      if (!bodyshopId) {
+        const { bodyshopId: sid } = await getSessionOrSocket(redisHelpers, socket);
+        bodyshopId = sid;
+      }
+      if (!bodyshopId) throw new Error("RR export: bodyshopId required");
+
+      // Load authoritative bodyshop row (so rr-config can read routing)
+      let bodyshop = job?.bodyshop || (await getBodyshopForSocket({ bodyshopId, socket })) || { id: bodyshopId };
+
+      // Optional FE routing override (safe: routing only)
+      const feRouting = payload.rrRouting;
+      if (feRouting) {
+        const cfg = bodyshop.rr_configuration || {};
+        bodyshop = {
+          ...bodyshop,
+          rr_dealerid: feRouting.dealerNumber ?? bodyshop.rr_dealerid,
+          rr_configuration: {
+            ...cfg,
+            storeNumber: feRouting.storeNumber ?? cfg.storeNumber,
+            branchNumber: feRouting.areaNumber ?? cfg.branchNumber,
+            areaNumber: feRouting.areaNumber ?? cfg.areaNumber
+          }
+        };
+      }
+
+      // Selected customer resolution (tx → payload → create)
+      const tx = (await redisHelpers.getSessionTransactionData(socket.id)) || {};
+      let selectedCustomer = null;
+
+      // from payload
+      if (payload.selectedCustomer) {
+        if (typeof payload.selectedCustomer === "object" && payload.selectedCustomer.custNo) {
+          selectedCustomer = { custNo: payload.selectedCustomer.custNo };
+        } else if (typeof payload.selectedCustomer === "string") {
+          selectedCustomer = { custNo: payload.selectedCustomer };
+        }
+      }
+
+      // from tx if still not set
+      if (!selectedCustomer && tx.rrSelectedCustomer) {
+        if (typeof tx.rrSelectedCustomer === "object" && tx.rrSelectedCustomer.custNo) {
+          selectedCustomer = { custNo: tx.rrSelectedCustomer.custNo };
+        } else {
+          selectedCustomer = { custNo: tx.rrSelectedCustomer };
+        }
+      }
+
+      // create on demand (flagged or missing)
+      if (!selectedCustomer || tx.rrCreateCustomer === true) {
+        const created = await createRRCustomer({ bodyshop, job, socket });
+        selectedCustomer = { custNo: created.custNo };
+        await redisHelpers.setSessionTransactionData(socket.id, {
+          ...tx,
+          rrSelectedCustomer: created.custNo,
+          rrCreateCustomer: false
+        });
+        log("info", "rr-export-job:customer-created", { jobId, custNo: created.custNo });
+      }
+
+      const advisorNo = payload.advisorNo || payload.advNo || tx.rrAdvisorNo;
+      const options = payload.options || payload.txEnvelope?.options || {};
+
+      const result = await exportJobToRR({
+        bodyshop,
+        job,
+        selectedCustomer,
+        advisorNo,
+        existing: payload.existing,
+        logger: log,
+        ...options
+      });
+
+      if (result?.success) {
+        socket.emit("export-success", { vendor: "rr", jobId, roStatus: result.roStatus });
+      } else {
+        socket.emit("export-failed", {
+          vendor: "rr",
+          jobId,
+          roStatus: result?.roStatus,
+          error: result?.error || "RR export failed"
+        });
+      }
+
+      socket.emit("rr-export-job:result", { jobId, bodyshopId, result });
+    } catch (error) {
+      const jobId = payload.jobId || payload.jobid || payload.txEnvelope?.jobId || payload?.job?.id;
+      log("error", `Error during RR export: ${error.message}`, { jobId, stack: error.stack });
+      try {
+        socket.emit("export-failed", { vendor: "rr", jobId, error: error.message });
+      } catch {
+        // ignore
+      }
+    }
+  });
+
+  // Allocations (RR reuses CDK calculator)
+  socket.on("rr-calculate-allocations", async (jobid, cb) => {
+    try {
+      const allocations = await CdkCalculateAllocations(socket, jobid);
+      cb?.(allocations);
+      socket.emit("rr-calculate-allocations:result", allocations);
+    } catch (e) {
+      log("error", `RR allocations error: ${e.message}`, { jobid });
+      cb?.({ ok: false, error: e.message });
+    }
+  });
+}
+
+module.exports = registerRREvents;