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

Release/2026 02 13

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

@@ -208,16 +208,16 @@ export default function RRPostForm({
     });
   };
 
-  // Check if early RO was created (job has dms_id)
+  // Check if early RO was created (job has all early RO fields)
-  const hasEarlyRO = !!job?.dms_id;
+  const hasEarlyRO = !!(job?.dms_id && job?.dms_customer_id && job?.dms_advisor_id);
 
   return (
     <Card title={t("jobs.labels.dms.postingform")}>
       {hasEarlyRO && (
         <Typography.Paragraph type="success" strong style={{ marginBottom: 16 }}>
-          ✅ Early RO Created: {job.dms_id}
+          ✅ {t("jobs.labels.dms.earlyro.created")} {job.dms_id}
           <br />
-          <Typography.Text type="secondary">This will update the existing RO with full job data.</Typography.Text>
+          <Typography.Text type="secondary">{t("jobs.labels.dms.earlyro.willupdate")}</Typography.Text>
         </Typography.Paragraph>
       )}
       <Form
@@ -372,7 +372,7 @@ export default function RRPostForm({
                 <Statistic title={t("jobs.labels.subtotal")} value={totals.totalSale.toFormat()} />
                 <Typography.Title>=</Typography.Title>
                 <Button disabled={!advisorOk} htmlType="submit" type={hasEarlyRO ? "default" : "primary"}>
-                  {hasEarlyRO ? t("jobs.actions.dms.update_ro", "Update RO") : t("jobs.actions.dms.post")}
+                  {hasEarlyRO ? t("jobs.actions.dms.update_ro") : t("jobs.actions.dms.post")}
                 </Button>
               </Space>
             );

client/src/components/jobs-convert-button/jobs-convert-button.component.jsx

@@ -154,8 +154,8 @@ export function JobsConvertButton({ bodyshop, job, refetch, jobRO, insertAuditTr
     setEarlyRoCreated(true);
     setEarlyRoCreatedThisSession(true);
     notification.success({
-      title: t("jobs.successes.early_ro_created", "Early RO Created"),
+      title: t("jobs.successes.early_ro_created"),
-      message: `RO Number: ${result.roNumber || "N/A"}`
+      description: `RO Number: ${result.roNumber || "N/A"}`
     });
 
     setTimeout(() => {

client/src/components/jobs-detail-general/jobs-detail-general.component.jsx

@@ -238,7 +238,6 @@ export function JobsDetailGeneral({ bodyshop, jobRO, job, form }) {
             label: s
           }))} />
         </Form.Item>
-
         <Form.Item label={t("jobs.fields.selling_dealer")} name="selling_dealer">
           <Input disabled={jobRO} />
         </Form.Item>
@@ -254,6 +253,21 @@ export function JobsDetailGeneral({ bodyshop, jobRO, job, form }) {
         <Form.Item label={t("jobs.fields.lost_sale_reason")} name="lost_sale_reason">
           <Input disabled={jobRO} allowClear />
         </Form.Item>
+        {bodyshop.rr_dealerid && (
+          <Form.Item label={t("jobs.fields.dms.id")} name="dms_id">
+            <Input disabled />
+          </Form.Item>
+        )}
+        {bodyshop.rr_dealerid && (
+          <Form.Item label={t("jobs.fields.dms.advisor")} name="dms_advisor_id">
+            <Input disabled />
+          </Form.Item>
+        )}
+        {bodyshop.rr_dealerid && (
+          <Form.Item label={t("jobs.fields.dms.customer")} name="dms_customer_id">
+            <Input disabled />
+          </Form.Item>
+        )}
       </FormRow>
     </Card>
   );

client/src/graphql/jobs.queries.js

@@ -494,6 +494,9 @@ export const GET_JOB_BY_PK = gql`
       ded_status
       deliverchecklist
       depreciation_taxes
+      dms_id
+      dms_advisor_id
+      dms_customer_id
       driveable
       employee_body
       employee_body_rel {
@@ -1998,6 +2001,9 @@ export const QUERY_JOB_CLOSE_DETAILS = gql`
       qb_multiple_payers
       lbr_adjustments
       ownr_ea
+      dms_id
+      dms_customer_id
+      dms_advisor_id
       payments {
         amount
         created_at

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 { useMutation, useQuery } from "@apollo/client/react";
-import { Button, Card, Col, Result, Row, Space, Typography } from "antd";
+import { Button, Card, Col, Form, Input, Modal, Result, Row, Select, Space, Switch, Typography } from "antd";
-import { useEffect, useState } from "react";
+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"),
+      title: t("jobs.successes.early_ro_created"),
-      message: `RO Number: ${result.roNumber || "N/A"}`
+      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 }
@@ -84,11 +90,11 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
     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;
@@ -208,9 +214,17 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
                 </Button>
               </Popconfirm>
               {bodyshopHasDmsKey(bodyshop) && (
-                <Link to={`/manage/dms?jobId=${job.id}`}>
+                <>
-                  <Button disabled={job.date_exported || !jobRO}>{t("jobs.actions.sendtodms")}</Button>
+                  {canSendToDMS ? (
-                </Link>
+                    <Link to={`/manage/dms?jobId=${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>
   );
 }

client/src/translations/en_us/common.json

@@ -1047,7 +1047,9 @@
     },
     "dms": {
       "errors": {
-        "alreadyexported": "This job has already been sent to the DMS. If you need to resend it, please use admin permissions to mark the job for re-export."
+        "alreadyexported": "This job has already been sent to the DMS. If you need to resend it, please use admin permissions to mark the job for re-export.",
+        "earlyrorequired": "Early RO Required",
+        "earlyrorequired.message": "This job requires an early Repair Order to be created before posting to Reynolds. Please use the admin panel to create the early RO first."
       },
       "labels": {
         "refreshallocations": "Refresh to see DMS Allocations."
@@ -1244,6 +1246,7 @@
         "deselectall": "Deselect All",
         "download": "Download",
         "edit": "Edit",
+        "gotoadmin": "Go to Admin Panel",
         "login": "Login",
         "next": "Next",
         "ok": "Ok",
@@ -1622,11 +1625,13 @@
         "changestatus": "Change Status",
         "changestimator": "Change Estimator",
         "convert": "Convert",
+        "convertwithoutearlyro": "Convert without Early RO",
         "createiou": "Create IOU",
         "deliver": "Deliver",
         "deliver_quick": "Quick Deliver",
         "dms": {
           "addpayer": "Add Payer",
+          "createearlyro": "Create RR RO",
           "createnewcustomer": "Create New Customer",
           "findmakemodelcode": "Find Make/Model Code",
           "getmakes": "Get Makes",
@@ -1635,6 +1640,7 @@
           },
           "post": "Post",
           "refetchmakesmodels": "Refetch Make and Model Codes",
+          "update_ro": "Update RO",
           "usegeneric": "Use Generic Customer",
           "useselected": "Use Selected Customer"
         },
@@ -1794,6 +1800,7 @@
           },
           "cost": "Cost",
           "cost_dms_acctnumber": "Cost DMS Acct #",
+          "customer": "Customer #",
           "dms_make": "DMS Make",
           "dms_model": "DMS Model",
           "dms_model_override": "Override DMS Make/Model",
@@ -2107,6 +2114,11 @@
           "damageto": "Damage to $t(jobs.fields.area_of_damage_impact.{{area_of_damage}}).",
           "defaultstory": "B/S RO: {{ro_number}}. Owner: {{ownr_nm}}. Insurance Co: {{ins_co_nm}}. Claim/PO #: {{clm_po}}",
           "disablebillwip": "Cost and WIP for bills has been ignored per shop configuration.",
+          "earlyro": {
+            "created": "Early RO Created:",
+            "fields": "Required fields:",
+            "willupdate": "This will update the existing RO with full job data."
+          },
           "invoicedatefuture": "Invoice date must be today or in the future for CDK posting.",
           "kmoutnotgreaterthankmin": "Mileage out must be greater than mileage in.",
           "logs": "Logs",
@@ -2264,6 +2276,7 @@
         "delete": "Job deleted successfully.",
         "deleted": "Job deleted successfully.",
         "duplicated": "Job duplicated successfully. ",
+        "early_ro_created": "Early RO Created",
         "exported": "Job(s) exported successfully. ",
         "invoiced": "Job closed and invoiced successfully.",
         "ioucreated": "IOU created successfully.  Click to see.",

client/src/translations/es/common.json

@@ -1047,7 +1047,9 @@
     },
     "dms": {
       "errors": {
-        "alreadyexported": ""
+        "alreadyexported": "",
+        "earlyrorequired": "",
+        "earlyrorequired.message": ""
       },
       "labels": {
         "refreshallocations": ""
@@ -1244,6 +1246,7 @@
         "deselectall": "",
         "download": "",
         "edit": "Editar",
+        "gotoadmin": "",
         "login": "",
         "next": "",
         "ok": "",
@@ -1622,11 +1625,13 @@
         "changestatus": "Cambiar Estado",
         "changestimator": "",
         "convert": "Convertir",
+        "convertwithoutearlyro": "",
         "createiou": "",
         "deliver": "",
         "deliver_quick": "",
         "dms": {
           "addpayer": "",
+          "createearlyro": "",
           "createnewcustomer": "",
           "findmakemodelcode": "",
           "getmakes": "",
@@ -1635,6 +1640,7 @@
           },
           "post": "",
           "refetchmakesmodels": "",
+          "update_ro": "",
           "usegeneric": "",
           "useselected": ""
         },
@@ -1794,6 +1800,7 @@
           },
           "cost": "",
           "cost_dms_acctnumber": "",
+          "customer": "",
           "dms_make": "",
           "dms_model": "",
           "dms_model_override": "",
@@ -2107,6 +2114,11 @@
           "damageto": "",
           "defaultstory": "",
           "disablebillwip": "",
+          "earlyro": {
+            "created": "",
+            "fields": "",
+            "willupdate": ""
+          },
           "invoicedatefuture": "",
           "kmoutnotgreaterthankmin": "",
           "logs": "",
@@ -2264,6 +2276,7 @@
         "delete": "",
         "deleted": "Trabajo eliminado con éxito.",
         "duplicated": "",
+        "early_ro_created": "",
         "exported": "",
         "invoiced": "",
         "ioucreated": "",

client/src/translations/fr/common.json

@@ -1047,7 +1047,9 @@
     },
     "dms": {
       "errors": {
-        "alreadyexported": ""
+        "alreadyexported": "",
+        "earlyrorequired": "",
+        "earlyrorequired.message": ""
       },
       "labels": {
         "refreshallocations": ""
@@ -1244,6 +1246,7 @@
         "deselectall": "",
         "download": "",
         "edit": "modifier",
+        "gotoadmin": "",
         "login": "",
         "next": "",
         "ok": "",
@@ -1622,11 +1625,13 @@
         "changestatus": "Changer le statut",
         "changestimator": "",
         "convert": "Convertir",
+        "convertwithoutearlyro": "",
         "createiou": "",
         "deliver": "",
         "deliver_quick": "",
         "dms": {
           "addpayer": "",
+          "createearlyro": "",
           "createnewcustomer": "",
           "findmakemodelcode": "",
           "getmakes": "",
@@ -1635,6 +1640,7 @@
           },
           "post": "",
           "refetchmakesmodels": "",
+          "update_ro": "",
           "usegeneric": "",
           "useselected": ""
         },
@@ -1794,6 +1800,7 @@
           },
           "cost": "",
           "cost_dms_acctnumber": "",
+          "customer": "",
           "dms_make": "",
           "dms_model": "",
           "dms_model_override": "",
@@ -2107,6 +2114,11 @@
           "damageto": "",
           "defaultstory": "",
           "disablebillwip": "",
+          "earlyro": {
+            "created": "",
+            "fields": "",
+            "willupdate": ""
+          },
           "invoicedatefuture": "",
           "kmoutnotgreaterthankmin": "",
           "logs": "",
@@ -2264,6 +2276,7 @@
         "delete": "",
         "deleted": "Le travail a bien été supprimé.",
         "duplicated": "",
+        "early_ro_created": "",
         "exported": "",
         "invoiced": "",
         "ioucreated": "",

server.js

@@ -40,6 +40,8 @@ const { loadEmailQueue } = require("./server/notifications/queues/emailQueue");
 const { loadAppQueue } = require("./server/notifications/queues/appQueue");
 const { SetLegacyWebsocketHandlers } = require("./server/web-sockets/web-socket");
 const { loadFcmQueue } = require("./server/notifications/queues/fcmQueue");
+const { loadChatterApiQueue } = require("./server/data/queues/chatterApiQueue");
+const { processChatterApiJob } = require("./server/data/chatter-api");
 
 const CLUSTER_RETRY_BASE_DELAY = 100;
 const CLUSTER_RETRY_MAX_DELAY = 5000;
@@ -391,6 +393,15 @@ const applySocketIO = async ({ server, app }) => {
 const loadQueues = async ({ pubClient, logger, redisHelpers, ioRedis }) => {
   const queueSettings = { pubClient, logger, redisHelpers, ioRedis };
 
+  // Load chatterApi queue with processJob function and redis helpers
+  const chatterApiQueue = await loadChatterApiQueue({
+    pubClient,
+    logger,
+    processJob: processChatterApiJob,
+    getChatterToken: redisHelpers.getChatterToken,
+    setChatterToken: redisHelpers.setChatterToken
+  });
+
   // Assuming loadEmailQueue and loadAppQueue return Promises
   const [notificationsEmailsQueue, notificationsAppQueue, notificationsFcmQueue] = await Promise.all([
     loadEmailQueue(queueSettings),
@@ -410,6 +421,10 @@ const loadQueues = async ({ pubClient, logger, redisHelpers, ioRedis }) => {
   notificationsFcmQueue.on("error", (error) => {
     logger.log(`Error in notificationsFCMQueue: ${error}`, "ERROR", "queue", "api", null, { error: error?.message });
   });
+
+  chatterApiQueue.on("error", (error) => {
+    logger.log(`Error in chatterApiQueue: ${error}`, "ERROR", "queue", "api", null, { error: error?.message });
+  });
 };
 
 /**

server/data/chatter-api.js

@@ -40,7 +40,6 @@ const logger = require("../utils/logger");
 const { ChatterApiClient, getChatterApiToken, CHATTER_BASE_URL } = require("../chatter/chatter-client");
 
 const client = require("../graphql-client/graphql-client").client;
-const { sendServerEmail } = require("../email/sendemail");
 
 const CHATTER_EVENT = process.env.NODE_ENV === "production" ? "delivery" : "TEST_INTEGRATION";
 const MAX_CONCURRENCY = Number(process.env.CHATTER_API_CONCURRENCY || 5);
@@ -53,74 +52,98 @@ const clientCache = new Map(); // companyId -> ChatterApiClient
 const tokenInFlight = new Map(); // companyId -> Promise<string> (for in-flight deduplication)
 const companyRateLimiters = new Map(); // companyId -> rate limiter
 
+/**
+ * Core processing function for Chatter API jobs.
+ * This can be called by the HTTP handler or the BullMQ worker.
+ *
+ * @param {Object} options - Processing options
+ * @param {string} options.start - Start date for the delivery window
+ * @param {string} options.end - End date for the delivery window
+ * @param {Array<string>} options.bodyshopIds - Optional specific shops to process
+ * @param {boolean} options.skipUpload - Dry-run flag
+ * @param {Object} options.sessionUtils - Optional session utils for token caching
+ * @returns {Promise<Object>} Result with totals, allShopSummaries, and allErrors
+ */
+async function processChatterApiJob({ start, end, bodyshopIds, skipUpload, sessionUtils }) {
+  logger.log("chatter-api-start", "DEBUG", "api", null, null);
+
+  const allErrors = [];
+  const allShopSummaries = [];
+
+  // Shops that DO have chatter_company_id
+  const { bodyshops } = await client.request(queries.GET_CHATTER_SHOPS_WITH_COMPANY);
+
+  const shopsToProcess =
+    bodyshopIds?.length > 0 ? bodyshops.filter((shop) => bodyshopIds.includes(shop.id)) : bodyshops;
+
+  logger.log("chatter-api-shopsToProcess-generated", "DEBUG", "api", null, { count: shopsToProcess.length });
+
+  if (shopsToProcess.length === 0) {
+    logger.log("chatter-api-shopsToProcess-empty", "DEBUG", "api", null, null);
+    return {
+      totals: { shops: 0, jobs: 0, sent: 0, duplicates: 0, failed: 0 },
+      allShopSummaries: [],
+      allErrors: []
+    };
+  }
+
+  await processBatchApi({
+    shopsToProcess,
+    start,
+    end,
+    skipUpload,
+    allShopSummaries,
+    allErrors,
+    sessionUtils
+  });
+
+  const totals = allShopSummaries.reduce(
+    (acc, s) => {
+      acc.shops += 1;
+      acc.jobs += s.jobs || 0;
+      acc.sent += s.sent || 0;
+      acc.duplicates += s.duplicates || 0;
+      acc.failed += s.failed || 0;
+      return acc;
+    },
+    { shops: 0, jobs: 0, sent: 0, duplicates: 0, failed: 0 }
+  );
+
+  logger.log("chatter-api-end", "DEBUG", "api", null, totals);
+
+  return { totals, allShopSummaries, allErrors };
+}
+
 exports.default = async (req, res) => {
   if (process.env.NODE_ENV !== "production") return res.sendStatus(403);
   if (req.headers["x-imex-auth"] !== process.env.AUTOHOUSE_AUTH_TOKEN) return res.sendStatus(401);
 
   res.status(202).json({
     success: true,
-    message: "Processing Chatter-API Cron request ...",
+    message: "Chatter API job queued for processing",
     timestamp: new Date().toISOString()
   });
 
   try {
-    logger.log("chatter-api-start", "DEBUG", "api", null, null);
+    const { dispatchChatterApiJob } = require("./queues/chatterApiQueue");
+    const { start, end, bodyshopIds, skipUpload } = req.body;
 
-    const allErrors = [];
+    await dispatchChatterApiJob({
-    const allShopSummaries = [];
-
-    // Shops that DO have chatter_company_id
-    const { bodyshops } = await client.request(queries.GET_CHATTER_SHOPS_WITH_COMPANY);
-
-    const specificShopIds = req.body.bodyshopIds;
-    const { start, end, skipUpload } = req.body; // keep same flag; now acts like "dry run"
-
-    const shopsToProcess =
-      specificShopIds?.length > 0 ? bodyshops.filter((shop) => specificShopIds.includes(shop.id)) : bodyshops;
-
-    logger.log("chatter-api-shopsToProcess-generated", "DEBUG", "api", null, { count: shopsToProcess.length });
-
-    if (shopsToProcess.length === 0) {
-      logger.log("chatter-api-shopsToProcess-empty", "DEBUG", "api", null, null);
-      return;
-    }
-
-    await processBatchApi({
-      shopsToProcess,
       start,
       end,
-      skipUpload,
+      bodyshopIds,
-      allShopSummaries,
+      skipUpload
-      allErrors,
-      sessionUtils: req.sessionUtils
     });
-
-    const totals = allShopSummaries.reduce(
-      (acc, s) => {
-        acc.shops += 1;
-        acc.jobs += s.jobs || 0;
-        acc.sent += s.sent || 0;
-        acc.duplicates += s.duplicates || 0;
-        acc.failed += s.failed || 0;
-        return acc;
-      },
-      { shops: 0, jobs: 0, sent: 0, duplicates: 0, failed: 0 }
-    );
-
-    await sendServerEmail({
-      subject: `Chatter API Report ${moment().format("MM-DD-YY")}`,
-      text:
-        `Totals:\n${JSON.stringify(totals, null, 2)}\n\n` +
-        `Shop summaries:\n${JSON.stringify(allShopSummaries, null, 2)}\n\n` +
-        `Errors:\n${JSON.stringify(allErrors, null, 2)}\n`
-    });
-
-    logger.log("chatter-api-end", "DEBUG", "api", null, totals);
   } catch (error) {
-    logger.log("chatter-api-error", "ERROR", "api", null, { error: error.message, stack: error.stack });
+    logger.log("chatter-api-queue-dispatch-error", "ERROR", "api", null, {
+      error: error.message,
+      stack: error.stack
+    });
   }
 };
 
+exports.processChatterApiJob = processChatterApiJob;
+
 async function processBatchApi({ shopsToProcess, start, end, skipUpload, allShopSummaries, allErrors, sessionUtils }) {
   for (const bodyshop of shopsToProcess) {
     const summary = {

server/data/queues/chatterApiQueue.js

@@ -0,0 +1,178 @@
+const { Queue, Worker } = require("bullmq");
+const { registerCleanupTask } = require("../../utils/cleanupManager");
+const getBullMQPrefix = require("../../utils/getBullMQPrefix");
+const devDebugLogger = require("../../utils/devDebugLogger");
+const moment = require("moment-timezone");
+const { sendServerEmail } = require("../../email/sendemail");
+
+let chatterApiQueue;
+let chatterApiWorker;
+
+/**
+ * Initializes the Chatter API queue and worker.
+ *
+ * @param {Object} options - Configuration options for queue initialization.
+ * @param {Object} options.pubClient - Redis client instance for queue communication.
+ * @param {Object} options.logger - Logger instance for logging events and debugging.
+ * @param {Function} options.processJob - Function to process the Chatter API job.
+ * @param {Function} options.getChatterToken - Function to get Chatter token from Redis.
+ * @param {Function} options.setChatterToken - Function to set Chatter token in Redis.
+ * @returns {Queue} The initialized `chatterApiQueue` instance.
+ */
+const loadChatterApiQueue = async ({ pubClient, logger, processJob, getChatterToken, setChatterToken }) => {
+  if (!chatterApiQueue) {
+    const prefix = getBullMQPrefix();
+
+    devDebugLogger(`Initializing Chatter API Queue with prefix: ${prefix}`);
+
+    chatterApiQueue = new Queue("chatterApi", {
+      prefix,
+      connection: pubClient,
+      defaultJobOptions: {
+        removeOnComplete: true,
+        removeOnFail: false,
+        attempts: 3,
+        backoff: {
+          type: "exponential",
+          delay: 60000 // 1 minute base delay
+        }
+      }
+    });
+
+    chatterApiWorker = new Worker(
+      "chatterApi",
+      async (job) => {
+        const { start, end, bodyshopIds, skipUpload } = job.data;
+
+        logger.log("chatter-api-queue-job-start", "INFO", "api", null, {
+          jobId: job.id,
+          start,
+          end,
+          bodyshopIds,
+          skipUpload
+        });
+
+        try {
+          // Provide sessionUtils-like object with token caching functions
+          const sessionUtils = {
+            getChatterToken,
+            setChatterToken
+          };
+
+          const result = await processJob({
+            start,
+            end,
+            bodyshopIds,
+            skipUpload,
+            sessionUtils
+          });
+
+          logger.log("chatter-api-queue-job-complete", "INFO", "api", null, {
+            jobId: job.id,
+            totals: result.totals
+          });
+
+          // Send email summary
+          await sendServerEmail({
+            subject: `Chatter API Report ${moment().format("MM-DD-YY")}`,
+            text:
+              `Totals:\n${JSON.stringify(result.totals, null, 2)}\n\n` +
+              `Shop summaries:\n${JSON.stringify(result.allShopSummaries, null, 2)}\n\n` +
+              `Errors:\n${JSON.stringify(result.allErrors, null, 2)}\n`
+          });
+
+          return result;
+        } catch (error) {
+          logger.log("chatter-api-queue-job-error", "ERROR", "api", null, {
+            jobId: job.id,
+            error: error.message,
+            stack: error.stack
+          });
+
+          // Send error email
+          await sendServerEmail({
+            subject: `Chatter API Error ${moment().format("MM-DD-YY")}`,
+            text: `Job failed:\n${error.message}\n\n${error.stack}`
+          });
+
+          throw error;
+        }
+      },
+      {
+        prefix,
+        connection: pubClient,
+        concurrency: 1, // Process one job at a time
+        lockDuration: 14400000 // 4 hours - allow long-running jobs
+      }
+    );
+
+    // Event handlers
+    chatterApiWorker.on("completed", (job) => {
+      devDebugLogger(`Chatter API job ${job.id} completed`);
+    });
+
+    chatterApiWorker.on("failed", (job, err) => {
+      logger.log("chatter-api-queue-job-failed", "ERROR", "api", null, {
+        jobId: job?.id,
+        message: err?.message,
+        stack: err?.stack
+      });
+    });
+
+    chatterApiWorker.on("progress", (job, progress) => {
+      devDebugLogger(`Chatter API job ${job.id} progress: ${progress}%`);
+    });
+
+    // Register cleanup task
+    const shutdown = async () => {
+      devDebugLogger("Closing Chatter API queue worker...");
+      await chatterApiWorker.close();
+      devDebugLogger("Chatter API queue worker closed");
+    };
+    registerCleanupTask(shutdown);
+  }
+
+  return chatterApiQueue;
+};
+
+/**
+ * Retrieves the initialized `chatterApiQueue` instance.
+ *
+ * @returns {Queue} The `chatterApiQueue` instance.
+ * @throws {Error} If `chatterApiQueue` is not initialized.
+ */
+const getQueue = () => {
+  if (!chatterApiQueue) {
+    throw new Error("Chatter API queue not initialized. Ensure loadChatterApiQueue is called during bootstrap.");
+  }
+  return chatterApiQueue;
+};
+
+/**
+ * Dispatches a Chatter API job to the queue.
+ *
+ * @param {Object} options - Options for the job.
+ * @param {string} options.start - Start date for the delivery window.
+ * @param {string} options.end - End date for the delivery window.
+ * @param {Array<string>} options.bodyshopIds - Optional specific shops to process.
+ * @param {boolean} options.skipUpload - Dry-run flag.
+ * @returns {Promise<void>} Resolves when the job is added to the queue.
+ */
+const dispatchChatterApiJob = async ({ start, end, bodyshopIds, skipUpload }) => {
+  const queue = getQueue();
+
+  const jobData = {
+    start: start || moment().subtract(1, "days").startOf("day").toISOString(),
+    end: end || moment().endOf("day").toISOString(),
+    bodyshopIds: bodyshopIds || [],
+    skipUpload: skipUpload || false
+  };
+
+  await queue.add("process-chatter-api", jobData, {
+    jobId: `chatter-api-${moment().format("YYYY-MM-DD-HHmmss")}`
+  });
+
+  devDebugLogger(`Added Chatter API job to queue: ${JSON.stringify(jobData)}`);
+};
+
+module.exports = { loadChatterApiQueue, getQueue, dispatchChatterApiJob };