Merged in release/2026-02-13 (pull request #3000)

Release/2026 02 13

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

@@ -426,6 +426,24 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
 
   if (data.jobs_by_pk?.date_exported) return <Result status="warning" title={t("dms.errors.alreadyexported")} />;
 
+  // Check if Reynolds mode requires early RO
+  const hasEarlyRO = !!(data.jobs_by_pk?.dms_id && data.jobs_by_pk?.dms_customer_id && data.jobs_by_pk?.dms_advisor_id);
+  
+  if (isRrMode && !hasEarlyRO) {
+    return (
+      <Result
+        status="warning"
+        title={t("dms.errors.earlyrorequired")}
+        subTitle={t("dms.errors.earlyrorequired.message")}
+        extra={
+          <Link to={`/manage/jobs/${jobId}/admin`}>
+            <Button type="primary">{t("general.actions.gotoadmin")}</Button>
+          </Link>
+        }
+      />
+    );
+  }
+
   return (
     <div>
       <AlertComponent style={{ marginBottom: 10 }} title={bannerMessage} type="warning" showIcon closable />

client/src/pages/jobs-admin/jobs-admin.page.jsx

@@ -1,10 +1,12 @@
-import { useQuery } from "@apollo/client/react";
-import { Button, Card, Col, Result, Row, Space, Typography } from "antd";
-import { useEffect, useState } from "react";
+import { useMutation, useQuery } from "@apollo/client/react";
+import { Button, Card, Col, Form, Input, Modal, Result, Row, Select, Space, Switch, Typography } from "antd";
+import { useEffect, useState, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 import { useParams } from "react-router-dom";
 import { useTreatmentsWithConfig } from "@splitsoftware/splitio-react";
+import { some } from "lodash";
+import axios from "axios";
 import AlertComponent from "../../components/alert/alert.component";
 import JobCalculateTotals from "../../components/job-calculate-totals/job-calculate-totals.component";
 import ScoreboardAddButton from "../../components/job-scoreboard-add-button/job-scoreboard-add-button.component";
@@ -21,14 +23,16 @@ import LoadingSpinner from "../../components/loading-spinner/loading-spinner.com
 import NotFound from "../../components/not-found/not-found.component";
 import RbacWrapper from "../../components/rbac-wrapper/rbac-wrapper.component";
 import RREarlyROModal from "../../components/dms-post-form/rr-early-ro-modal";
-import { GET_JOB_BY_PK } from "../../graphql/jobs.queries";
+import { GET_JOB_BY_PK, CONVERT_JOB_TO_RO } from "../../graphql/jobs.queries";
 import { setBreadcrumbs, setSelectedHeader } from "../../redux/application/application.actions";
+import { insertAuditTrail } from "../../redux/application/application.actions";
 import { selectBodyshop } from "../../redux/user/user.selectors";
 import { createStructuredSelector } from "reselect";
 import { useSocket } from "../../contexts/SocketIO/useSocket";
 import { useNotification } from "../../contexts/Notifications/notificationContext";
 import { DMS_MAP, getDmsMode } from "../../utils/dmsUtils";
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
+import AuditTrailMapping from "../../utils/AuditTrailMappings";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop
@@ -36,7 +40,8 @@ const mapStateToProps = createStructuredSelector({
 
 const mapDispatchToProps = (dispatch) => ({
   setBreadcrumbs: (breadcrumbs) => dispatch(setBreadcrumbs(breadcrumbs)),
-  setSelectedHeader: (key) => dispatch(setSelectedHeader(key))
+  setSelectedHeader: (key) => dispatch(setSelectedHeader(key)),
+  insertAuditTrail: ({ jobid, operation, type }) => dispatch(insertAuditTrail({ jobid, operation, type }))
 });
 
 const colSpan = {
@@ -50,7 +55,7 @@ const cardStyle = {
   height: "100%"
 };
 
-export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader, bodyshop }) {
+export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader, bodyshop, insertAuditTrail }) {
   const { jobId } = useParams();
   const { loading, error, data, refetch } = useQuery(GET_JOB_BY_PK, {
     variables: { id: jobId },
@@ -61,6 +66,11 @@ export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader, bodyshop
   const { socket } = useSocket(); // Extract socket from context
   const notification = useNotification();
   const [showEarlyROModal, setShowEarlyROModal] = useState(false);
+  const [showConvertModal, setShowConvertModal] = useState(false);
+  const [convertLoading, setConvertLoading] = useState(false);
+  const [form] = Form.useForm();
+  const [mutationConvertJob] = useMutation(CONVERT_JOB_TO_RO);
+  const allFormValues = Form.useWatch([], form);
 
   // Get Fortellis treatment for proper DMS mode detection
   const {
@@ -105,13 +115,53 @@ export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader, bodyshop
 
   const handleEarlyROSuccess = (result) => {
     notification.success({
-      title: t("jobs.successes.early_ro_created", "Early RO Created"),
-      message: `RO Number: ${result.roNumber || "N/A"}`
+      title: t("jobs.successes.early_ro_created"),
+      description: `RO Number: ${result.roNumber || "N/A"}`
     });
     setShowEarlyROModal(false);
     refetch?.();
   };
 
+  const handleConvert = async ({ employee_csr, category, ...values }) => {
+    if (!job?.id) return;
+    setConvertLoading(true);
+    const res = await mutationConvertJob({
+      variables: {
+        jobId: job.id,
+        job: {
+          converted: true,
+          ...(bodyshop?.enforce_conversion_csr ? { employee_csr } : {}),
+          ...(bodyshop?.enforce_conversion_category ? { category } : {}),
+          ...values
+        }
+      }
+    });
+
+    if (values.ca_gst_registrant) {
+      await axios.post("/job/totalsssu", {
+        id: job.id
+      });
+    }
+
+    if (!res.errors) {
+      refetch();
+      notification.success({
+        title: t("jobs.successes.converted")
+      });
+
+      insertAuditTrail({
+        jobid: job.id,
+        operation: AuditTrailMapping.jobconverted(res.data.update_jobs.returning[0].ro_number),
+        type: "jobconverted"
+      });
+
+      setShowConvertModal(false);
+    }
+    setConvertLoading(false);
+  };
+
+  const submitDisabled = useCallback(() => some(allFormValues, (v) => v === undefined), [allFormValues]);
+
   if (loading) return <LoadingSpinner />;
   if (error) return <AlertComponent title={error.message} type="error" />;
   if (!data.jobs_by_pk) return <NotFound />;
@@ -138,7 +188,12 @@ export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader, bodyshop
               <JobsAdminRemoveAR job={data ? data.jobs_by_pk : {}} />
               {isReynoldsMode && job?.converted && !job?.dms_id && !job?.dms_customer_id && !job?.dms_advisor_id && (
                 <Button className="ant-btn ant-btn-default" onClick={() => setShowEarlyROModal(true)}>
-                  Create RR RO
+                  {t("jobs.actions.dms.createearlyro", "Create RR RO")}
+                </Button>
+              )}
+              {isReynoldsMode && !job?.converted && !job?.dms_id && (
+                <Button type="primary" danger onClick={() => setShowConvertModal(true)}>
+                  {t("jobs.actions.convertwithoutearlyro", "Convert without Early RO")}
                 </Button>
               )}
             </Space>
@@ -176,6 +231,161 @@ export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader, bodyshop
         socket={socket}
         job={job}
       />
+
+      {/* Convert without Early RO Modal */}
+      <Modal
+        open={showConvertModal}
+        onCancel={() => setShowConvertModal(false)}
+        title={t("jobs.actions.convertwithoutearlyro", "Convert without Early RO")}
+        footer={null}
+        width={700}
+        destroyOnHidden
+      >
+        <Form
+          layout="vertical"
+          form={form}
+          onFinish={handleConvert}
+          initialValues={{
+            driveable: true,
+            towin: job?.towin,
+            ca_gst_registrant: job?.ca_gst_registrant,
+            employee_csr: job?.employee_csr,
+            category: job?.category,
+            referral_source: job?.referral_source,
+            referral_source_extra: job?.referral_source_extra ?? ""
+          }}
+        >
+          <Form.Item
+            name={["ins_co_nm"]}
+            label={t("jobs.fields.ins_co_nm")}
+            rules={[
+              {
+                required: true
+              }
+            ]}
+          >
+            <Select showSearch>
+              {bodyshop?.md_ins_cos?.map((s, i) => (
+                <Select.Option key={i} value={s.name}>
+                  {s.name}
+                </Select.Option>
+              ))}
+            </Select>
+          </Form.Item>
+          {bodyshop?.enforce_class && (
+            <Form.Item
+              name={"class"}
+              label={t("jobs.fields.class")}
+              rules={[
+                {
+                  required: bodyshop.enforce_class
+                }
+              ]}
+            >
+              <Select>
+                {bodyshop?.md_classes?.map((s) => (
+                  <Select.Option key={s} value={s}>
+                    {s}
+                  </Select.Option>
+                ))}
+              </Select>
+            </Form.Item>
+          )}
+          {bodyshop?.enforce_referral && (
+            <>
+              <Form.Item
+                name={"referral_source"}
+                label={t("jobs.fields.referralsource")}
+                rules={[
+                  {
+                    required: bodyshop.enforce_referral
+                  }
+                ]}
+              >
+                <Select>
+                  {bodyshop?.md_referral_sources?.map((s) => (
+                    <Select.Option key={s} value={s}>
+                      {s}
+                    </Select.Option>
+                  ))}
+                </Select>
+              </Form.Item>
+              <Form.Item label={t("jobs.fields.referral_source_extra")} name="referral_source_extra">
+                <Input />
+              </Form.Item>
+            </>
+          )}
+          {bodyshop?.enforce_conversion_csr && (
+            <Form.Item
+              name={"employee_csr"}
+              label={t(
+                InstanceRenderManager({
+                  imex: "jobs.fields.employee_csr",
+                  rome: "jobs.fields.employee_csr_writer"
+                })
+              )}
+              rules={[
+                {
+                  required: bodyshop.enforce_conversion_csr
+                }
+              ]}
+            >
+              <Select
+                showSearch={{
+                  optionFilterProp: "children",
+                  filterOption: (input, option) => option.props.children.toLowerCase().indexOf(input.toLowerCase()) >= 0
+                }}
+                style={{ width: 200 }}
+              >
+                {bodyshop?.employees
+                  ?.filter((emp) => emp.active)
+                  ?.map((emp) => (
+                    <Select.Option value={emp.id} key={emp.id} name={`${emp.first_name} ${emp.last_name}`}>
+                      {`${emp.first_name} ${emp.last_name}`}
+                    </Select.Option>
+                  ))}
+              </Select>
+            </Form.Item>
+          )}
+          {bodyshop?.enforce_conversion_category && (
+            <Form.Item
+              name={"category"}
+              label={t("jobs.fields.category")}
+              rules={[
+                {
+                  required: bodyshop.enforce_conversion_category
+                }
+              ]}
+            >
+              <Select allowClear>
+                {bodyshop?.md_categories?.map((s) => (
+                  <Select.Option key={s} value={s}>
+                    {s}
+                  </Select.Option>
+                ))}
+              </Select>
+            </Form.Item>
+          )}
+          {bodyshop?.region_config?.toLowerCase().startsWith("ca") && (
+            <Form.Item label={t("jobs.fields.ca_gst_registrant")} name="ca_gst_registrant" valuePropName="checked">
+              <Switch />
+            </Form.Item>
+          )}
+          <Form.Item label={t("jobs.fields.driveable")} name="driveable" valuePropName="checked">
+            <Switch />
+          </Form.Item>
+          <Form.Item label={t("jobs.fields.towin")} name="towin" valuePropName="checked">
+            <Switch />
+          </Form.Item>
+
+          <Space wrap style={{ marginTop: 16 }}>
+            <Button disabled={submitDisabled()} type="primary" danger onClick={() => form.submit()} loading={convertLoading}>
+              {t("jobs.actions.convert")}
+            </Button>
+            <Button onClick={() => setShowConvertModal(false)}>{t("general.actions.close")}</Button>
+          </Space>
+        </Form>
+      </Modal>
     </RbacWrapper>
   );
 }

client/src/pages/jobs-close/jobs-close.component.jsx

@@ -9,6 +9,7 @@ import {
   Form,
   Input,
   InputNumber,
+  Modal,
   Popconfirm,
   Row,
   Select,
@@ -42,7 +43,7 @@ import { setModalContext } from "../../redux/modals/modals.actions.js";
 import { selectBodyshop, selectCurrentUser } from "../../redux/user/user.selectors";
 import AuditTrailMapping from "../../utils/AuditTrailMappings";
 import dayjs from "../../utils/day";
-import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
+import { bodyshopHasDmsKey, DMS_MAP, getDmsMode } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -71,6 +72,11 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
   const notification = useNotification();
 
   const hasDMSKey = bodyshopHasDmsKey(bodyshop);
+  const dmsMode = getDmsMode(bodyshop, "off");
+  const isReynoldsMode = dmsMode === DMS_MAP.reynolds;
+  const hasEarlyRO = !!(job?.dms_id && job?.dms_customer_id && job?.dms_advisor_id);
+  const canSendToDMS = !isReynoldsMode || hasEarlyRO;
+  const [showEarlyROModal, setShowEarlyROModal] = useState(false);
 
   const {
     treatments: { Qb_Multi_Ar, ClosingPeriod }
@@ -82,18 +88,18 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
 
   const handleFinish = async ({ removefromproduction, ...values }) => {
     setLoading(true);
-    
+
     // Validate that all joblines have valid IDs
-    const joblinesWithIds = values.joblines.filter(jl => jl && jl.id);
+    const joblinesWithIds = values.joblines.filter((jl) => jl && jl.id);
     if (joblinesWithIds.length !== values.joblines.length) {
       notification.error({
         title: t("jobs.errors.invalidjoblines"),
-        message: t("jobs.errors.missingjoblineids")
+        description: t("jobs.errors.missingjoblineids")
       });
       setLoading(false);
       return;
     }
-    
+
     const result = await client.mutate({
       mutation: generateJobLinesUpdatesForInvoicing(values.joblines)
     });
@@ -208,9 +214,17 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
                 </Button>
               </Popconfirm>
               {bodyshopHasDmsKey(bodyshop) && (
-                <Link to={`/manage/dms?jobId=${job.id}`}>
-                  <Button disabled={job.date_exported || !jobRO}>{t("jobs.actions.sendtodms")}</Button>
-                </Link>
+                <>
+                  {canSendToDMS ? (
+                    <Link to={`/manage/dms?jobId=${job.id}`}>
+                      <Button disabled={job.date_exported || !jobRO}>{t("jobs.actions.sendtodms")}</Button>
+                    </Link>
+                  ) : (
+                    <Button disabled={job.date_exported || !jobRO} onClick={() => setShowEarlyROModal(true)}>
+                      {t("jobs.actions.sendtodms")}
+                    </Button>
+                  )}
+                </>
               )}
               <Button
                 onClick={() => {
@@ -529,6 +543,30 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
         <Divider />
         <JobsCloseLines job={job} />
       </Form>
+
+      {/* Early RO Required Modal */}
+      <Modal
+        open={showEarlyROModal}
+        onCancel={() => setShowEarlyROModal(false)}
+        footer={null}
+        title={
+          <Space>
+            <Typography.Text type="warning" style={{ fontSize: "1.2em" }}>
+              ⚠️
+            </Typography.Text>
+            <span>{t("dms.errors.earlyrorequired")}</span>
+          </Space>
+        }
+      >
+        <Space orientation="vertical" size="large" style={{ width: "100%" }}>
+          <Typography.Paragraph>{t("dms.errors.earlyrorequired.message")}</Typography.Paragraph>
+          <Link to={`/manage/jobs/${job.id}/admin`}>
+            <Button type="primary" block onClick={() => setShowEarlyROModal(false)}>
+              {t("general.actions.gotoadmin")}
+            </Button>
+          </Link>
+        </Space>
+      </Modal>
     </div>
   );
 }