Merge remote-tracking branch 'origin/release/2025-12-05' into feature/IO-3357-Reynolds-and-Reynolds-DMS-API-Integration

client/src/redux/user/user.sagas.js

@@ -50,7 +50,7 @@ import {
 } from "./user.actions";
 import UserActionTypes from "./user.types";
 //import * as amplitude from '@amplitude/analytics-browser';
-import posthog from 'posthog-js';
+import posthog from "posthog-js";
 
 const fpPromise = FingerprintJS.load();
 
@@ -269,11 +269,11 @@ export function* signInSuccessSaga({ payload }) {
         instanceSeg,
         ...(isParts
           ? [
-            InstanceRenderManager({
-              imex: "ImexPartsManagement",
-              rome: "RomePartsManagement"
-            })
-          ]
+              InstanceRenderManager({
+                imex: "ImexPartsManagement",
+                rome: "RomePartsManagement"
+              })
+            ]
           : [])
       ];
       window.$crisp.push(["set", "session:segments", [segs]]);
@@ -375,17 +375,31 @@ export function* SetAuthLevelFromShopDetails({ payload }) {
       const isParts = yield select((state) => state.application.isPartsEntry === true);
       const instanceSeg = InstanceRenderManager({ imex: "imex", rome: "rome" });
 
-      let featureSegments;
-      if (payload.features?.allAccess === true) {
-        featureSegments = ["allAccess"];
-      } else {
-        const featureKeys = Object.keys(payload.features).filter(
-          (key) =>
-            payload.features[key] === true ||
-            (typeof payload.features[key] === "string" && !isNaN(Date.parse(payload.features[key])))
-        );
-        featureSegments = ["basic", ...featureKeys];
-      }
+      const featureSegments =
+        payload.features?.allAccess === true
+          ? ["allAccess"]
+          : [
+              "basic",
+              ...Object.keys(payload.features).filter(
+                (key) =>
+                  payload.features[key] === true ||
+                  (typeof payload.features[key] === "string" && !isNaN(Date.parse(payload.features[key])))
+              )
+            ];
+
+      const additionalSegments = [
+        payload.cdk_dealerid && "CDK",
+        payload.pbs_serialnumber && "PBS",
+        // payload.rr_dealerid && "Reynolds",
+        payload.accountingconfig.qbo === true && "QBO",
+        payload.accountingconfig.qbo === false &&
+          !payload.cdk_dealerid &&
+          !payload.pbs_serialnumber &&
+          // !payload.rr_dealerid &&
+          "QBD"
+      ].filter(Boolean);
+
+      featureSegments.push(...additionalSegments);
 
       const regionSeg = payload.region_config ? `region:${payload.region_config}` : null;
       const segments = [instanceSeg, ...(regionSeg ? [regionSeg] : []), ...featureSegments];

client/src/utils/TemplateConstants.js

@@ -1221,7 +1221,7 @@ export const TemplateList = (type, context) => {
           payments_by_date_excel: {
             title: i18n.t("reportcenter.templates.payments_by_date_excel"),
             subject: i18n.t("reportcenter.templates.payments_by_date_excel"),
-            key: "payments_by_date",
+            key: "payments_by_date_excel",
             reporttype: "excel",
             disabled: false,
             rangeFilter: {

server/notifications/scenarioBuilders.js

@@ -81,8 +81,8 @@ const alternateTransportChangedBuilder = (data) => {
  * @returns {{app: {jobId, jobRoNumber: *, bodyShopId: *, key: string, body: string, variables: Object, recipients: *[]}, email: {jobId, jobRoNumber: *, bodyShopName: *, body: string, recipients: *[]}, fcm: {recipients: *[]}}}
  */
 const billPostedBuilder = (data) => {
-  const facing = data?.data?.isinhouse ? "in-house" : "vendor";
-  const body = `An ${facing} ${data?.data?.is_credit_memo ? "credit memo" : "bill"} has been posted.`.trim();
+  const facing = data?.data?.isinhouse ? "An In House" : "A Vendor";
+  const body = `${facing} ${data?.data?.is_credit_memo ? "credit memo" : "bill"} has been posted.`.trim();
 
   return buildNotification(data, "notifications.job.billPosted", body, {
     isInHouse: data?.data?.isinhouse,