IO-2214 Lost Sale Date

Add date_lost_sale to track date sale was lost, add in Audit Trail for both cancel and insertion of schedule, standardize date format on output.

client/src/components/job-at-change/schedule-event.container.jsx

@@ -2,12 +2,16 @@ import { useMutation } from "@apollo/client";
 import { notification } from "antd";
 import React from "react";
 import { useTranslation } from "react-i18next";
+import { useDispatch } from "react-redux";
 import { logImEXEvent } from "../../firebase/firebase.utils";
 import { CANCEL_APPOINTMENT_BY_ID } from "../../graphql/appointments.queries";
 import { UPDATE_JOB } from "../../graphql/jobs.queries";
+import { insertAuditTrail } from "../../redux/application/application.actions";
+import AuditTrailMapping from "../../utils/AuditTrailMappings";
 import ScheduleEventComponent from "./schedule-event.component";
 
 export default function ScheduleEventContainer({ bodyshop, event, refetch }) {
+  const dispatch = useDispatch();
   const { t } = useTranslation();
   const [cancelAppointment] = useMutation(CANCEL_APPOINTMENT_BY_ID);
   const [updateJob] = useMutation(UPDATE_JOB);
@@ -34,16 +38,24 @@ export default function ScheduleEventContainer({ bodyshop, event, refetch }) {
       const jobUpdate = await updateJob({
         variables: {
           jobId: event.job.id,
-
           job: {
             date_scheduled: null,
             scheduled_in: null,
             scheduled_completion: null,
             lost_sale_reason,
+            date_lost_sale: new Date(),
             status: bodyshop.md_ro_statuses.default_imported,
           },
         },
       });
+      if (!jobUpdate.errors) {
+        dispatch(
+          insertAuditTrail({
+            jobid: event.job.id,
+            operation: AuditTrailMapping.appointmentcancel(lost_sale_reason),
+          })
+        );
+      }
       if (!!jobUpdate.errors) {
         notification["error"]({
           message: t("jobs.errors.updating", {

client/src/components/jobs-admin-dates/jobs-admin-dates.component.jsx

@@ -13,6 +13,7 @@ import LayoutFormRow from "../layout-form-row/layout-form-row.component";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
 import { insertAuditTrail } from "../../redux/application/application.actions";
+import { DateTimeFormat } from "./../../utils/DateFormatter";
 
 const mapStateToProps = createStructuredSelector({
   //currentUser: selectCurrentUser
@@ -53,7 +54,7 @@ export function JobsAdminDatesChange({ insertAuditTrail, job }) {
         operation: AuditTrailMapping.admin_jobfieldchange(
           key,
           changedAuditFields[key] instanceof moment
-            ? moment(changedAuditFields[key]).format("MM/DD/YYYY hh:mm a")
+            ? DateTimeFormat(changedAuditFields[key])
             : changedAuditFields[key]
         ),
       });
@@ -179,6 +180,12 @@ export function JobsAdminDatesChange({ insertAuditTrail, job }) {
           <Form.Item label={t("jobs.fields.date_void")} name="date_void">
             <DateTimePicker />
           </Form.Item>
+          <Form.Item
+            label={t("jobs.fields.date_lost_sale")}
+            name="date_lost_sale"
+          >
+            <DateTimePicker />
+          </Form.Item>
         </LayoutFormRow>
       </Form>
 

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

@@ -145,6 +145,13 @@ export function JobsDetailDatesComponent({ jobRO, job, bodyshop }) {
         <Form.Item label={t("jobs.fields.date_void")} name="date_void">
           <DateTimePicker disabled={true || jobRO} />
         </Form.Item>
+
+        <Form.Item
+          label={t("jobs.fields.date_lost_sale")}
+          name="date_lost_sale"
+        >
+          <DateTimePicker disabled={true || jobRO} />
+        </Form.Item>
       </FormRow>
     </div>
   );

client/src/components/jobs-detail-header-actions/jobs-detail-header-actions.component.jsx

@@ -18,12 +18,14 @@ import { createStructuredSelector } from "reselect";
 import { logImEXEvent } from "../../firebase/firebase.utils";
 import { CANCEL_APPOINTMENTS_BY_JOB_ID } from "../../graphql/appointments.queries";
 import { DELETE_JOB, UPDATE_JOB, VOID_JOB } from "../../graphql/jobs.queries";
+import { insertAuditTrail } from "../../redux/application/application.actions";
 import { selectJobReadOnly } from "../../redux/application/application.selectors";
 import { setModalContext } from "../../redux/modals/modals.actions";
 import {
   selectBodyshop,
   selectCurrentUser,
 } from "../../redux/user/user.selectors";
+import AuditTrailMapping from "../../utils/AuditTrailMappings";
 import RbacWrapper from "../rbac-wrapper/rbac-wrapper.component";
 import JobsDetailHeaderActionsAddevent from "./jobs-detail-header-actions.addevent";
 import AddToProduction from "./jobs-detail-header-actions.addtoproduction.util";
@@ -50,6 +52,8 @@ const mapDispatchToProps = (dispatch) => ({
     dispatch(setModalContext({ context: context, modal: "timeTicket" })),
   setCardPaymentContext: (context) =>
     dispatch(setModalContext({ context: context, modal: "cardPayment" })),
+  insertAuditTrail: ({ jobid, operation }) =>
+    dispatch(insertAuditTrail({ jobid, operation })),
 });
 
 export function JobsDetailHeaderActions({
@@ -64,6 +68,7 @@ export function JobsDetailHeaderActions({
   jobRO,
   setTimeTicketContext,
   setCardPaymentContext,
+  insertAuditTrail,
 }) {
   const { t } = useTranslation();
   const client = useApolloClient();
@@ -158,6 +163,7 @@ export function JobsDetailHeaderActions({
                         scheduled_in: null,
                         scheduled_completion: null,
                         lost_sale_reason,
+                        date_lost_sale: new Date(),
                         status: bodyshop.md_ro_statuses.default_imported,
                       },
                     },
@@ -166,6 +172,11 @@ export function JobsDetailHeaderActions({
                     notification["success"]({
                       message: t("appointments.successes.canceled"),
                     });
+                    insertAuditTrail({
+                      jobid: job.id,
+                      operation:
+                        AuditTrailMapping.appointmentcancel(lost_sale_reason),
+                    });
                     return;
                   }
                 }}

client/src/components/schedule-job-modal/schedule-job-modal.container.jsx

@@ -13,6 +13,7 @@ import {
   QUERY_APPOINTMENTS_BY_JOBID,
 } from "../../graphql/appointments.queries";
 import { QUERY_LBR_HRS_BY_PK, UPDATE_JOBS } from "../../graphql/jobs.queries";
+import { insertAuditTrail } from "../../redux/application/application.actions";
 import { setEmailOptions } from "../../redux/email/email.actions";
 import { toggleModalVisible } from "../../redux/modals/modals.actions";
 import { selectSchedule } from "../../redux/modals/modals.selectors";
@@ -20,6 +21,8 @@ import {
   selectBodyshop,
   selectCurrentUser,
 } from "../../redux/user/user.selectors";
+import AuditTrailMapping from "../../utils/AuditTrailMappings";
+import { DateTimeFormat } from "../../utils/DateFormatter";
 import { TemplateList } from "../../utils/TemplateConstants";
 import ScheduleJobModalComponent from "./schedule-job-modal.component";
 
@@ -31,6 +34,8 @@ const mapStateToProps = createStructuredSelector({
 const mapDispatchToProps = (dispatch) => ({
   toggleModalVisible: () => dispatch(toggleModalVisible("schedule")),
   setEmailOptions: (e) => dispatch(setEmailOptions(e)),
+  insertAuditTrail: ({ jobid, operation }) =>
+    dispatch(insertAuditTrail({ jobid, operation })),
 });
 
 export function ScheduleJobModalContainer({
@@ -39,6 +44,7 @@ export function ScheduleJobModalContainer({
   toggleModalVisible,
   setEmailOptions,
   currentUser,
+  insertAuditTrail,
 }) {
   const { visible, context, actions } = scheduleModal;
   const { jobId, job, previousEvent } = context;
@@ -134,6 +140,15 @@ export function ScheduleJobModalContainer({
       },
     });
 
+    if (!appt.errors) {
+      insertAuditTrail({
+        jobid: job.id,
+        operation: AuditTrailMapping.appointmentinsert(
+          DateTimeFormat(values.start)
+        ),
+      });
+    }
+
     if (!!appt.errors) {
       notification["error"]({
         message: t("appointments.errors.saving", {
@@ -155,6 +170,7 @@ export function ScheduleJobModalContainer({
             scheduled_in: values.start,
             scheduled_completion: values.scheduled_completion,
             lost_sale_reason: null,
+            date_lost_sale: null,
           },
         },
       });

client/src/graphql/appointments.queries.js

@@ -271,6 +271,7 @@ export const CANCEL_APPOINTMENTS_BY_JOB_ID = gql`
       scheduled_completion
       status
       lost_sale_reason
+      date_lost_sale
     }
   }
 `;

client/src/graphql/jobs.queries.js

@@ -675,6 +675,7 @@ export const GET_JOB_BY_PK = gql`
       date_scheduled
       date_invoiced
       date_last_contacted
+      date_lost_sale
       date_next_contact
       date_towin
       date_rentalresp
@@ -1077,6 +1078,7 @@ export const UPDATE_JOB = gql`
         actual_in
         date_repairstarted
         date_void
+        date_lost_sale
       }
     }
   }

client/src/pages/jobs-detail/jobs-detail.page.component.jsx

@@ -3,19 +3,19 @@ import Icon, {
   CalendarFilled,
   DollarCircleOutlined,
   FileImageFilled,
-  PrinterFilled,
-  ToolFilled,
   HistoryOutlined,
+  PrinterFilled,
   SyncOutlined,
+  ToolFilled,
 } from "@ant-design/icons";
 import {
   Button,
   Divider,
   Form,
-  notification,
   PageHeader,
   Space,
   Tabs,
+  notification,
 } from "antd";
 import Axios from "axios";
 import moment from "moment";
@@ -27,6 +27,7 @@ import { connect } from "react-redux";
 import { useHistory, useLocation } from "react-router-dom";
 import { createStructuredSelector } from "reselect";
 import FormFieldsChanged from "../../components/form-fields-changed-alert/form-fields-changed-alert.component";
+import JobAuditTrail from "../../components/job-audit-trail/job-audit-trail.component";
 import JobsLinesContainer from "../../components/job-detail-lines/job-lines.container";
 import JobLineUpsertModalContainer from "../../components/job-lines-upsert-modal/job-lines-upsert-modal.container";
 import JobReconciliationModal from "../../components/job-reconciliation-modal/job-reconciliation.modal.container";
@@ -42,17 +43,17 @@ import JobsDetailPliContainer from "../../components/jobs-detail-pli/jobs-detail
 import JobsDetailRates from "../../components/jobs-detail-rates/jobs-detail-rates.component";
 import JobsDetailTotals from "../../components/jobs-detail-totals/jobs-detail-totals.component";
 import JobsDocumentsGalleryContainer from "../../components/jobs-documents-gallery/jobs-documents-gallery.container";
+import JobsDocumentsLocalGallery from "../../components/jobs-documents-local-gallery/jobs-documents-local-gallery.container";
 import JobNotesContainer from "../../components/jobs-notes/jobs-notes.container";
+import NoteUpsertModalComponent from "../../components/note-upsert-modal/note-upsert-modal.container";
 import ScheduleJobModalContainer from "../../components/schedule-job-modal/schedule-job-modal.container";
+import { insertAuditTrail } from "../../redux/application/application.actions";
 import { selectJobReadOnly } from "../../redux/application/application.selectors";
 import { setModalContext } from "../../redux/modals/modals.actions";
 import { selectBodyshop } from "../../redux/user/user.selectors";
-import JobAuditTrail from "../../components/job-audit-trail/job-audit-trail.component";
 import AuditTrailMapping from "../../utils/AuditTrailMappings";
-import { insertAuditTrail } from "../../redux/application/application.actions";
-import JobsDocumentsLocalGallery from "../../components/jobs-documents-local-gallery/jobs-documents-local-gallery.container";
 import UndefinedToNull from "../../utils/undefinedtonull";
-import NoteUpsertModalComponent from "../../components/note-upsert-modal/note-upsert-modal.container";
+import { DateTimeFormat } from "./../../utils/DateFormatter";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -172,7 +173,7 @@ export function JobsDetailPage({
           operation: AuditTrailMapping.jobfieldchange(
             key,
             changedAuditFields[key] instanceof moment
-              ? moment(changedAuditFields[key]).format("MM/DD/YYYY hh:mm a")
+              ? DateTimeFormat(changedAuditFields[key])
               : changedAuditFields[key]
           ),
         });

client/src/translations/en_us/common.json

@@ -103,6 +103,8 @@
 				"admin_jobmarkforreexport": "ADMIN: Job marked for re-export.",
 				"admin_jobuninvoice": "ADMIN: Job has been uninvoiced.",
 				"admin_jobunvoid": "ADMIN: Job has been unvoided.",
+				"appointmentcancel": "Appointment canceled. Lost Reason: {{lost_sale_reason}}.",
+				"appointmentinsert": "Appointment created. Appointment Date: {{start}}.",
 				"billposted": "Bill with invoice number {{invoice_number}} posted.",
 				"billupdated": "Bill with invoice number {{invoice_number}} updated.",
 				"failedpayment": "Failed payment",
@@ -1442,6 +1444,7 @@
 				"date_exported": "Exported",
 				"date_invoiced": "Invoiced",
 				"date_last_contacted": "Last Contacted Date",
+				"date_lost_sale": "Lost Sale Date",
 				"date_next_contact": "Next Contact Date",
 				"date_open": "Open",
 				"date_rentalresp": "Shop Rental Responsibility Start",

client/src/translations/es/common.json

@@ -103,6 +103,8 @@
 				"admin_jobmarkforreexport": "",
 				"admin_jobuninvoice": "",
 				"admin_jobunvoid": "",
+				"appointmentcancel": "",
+				"appointmentinsert": "",
 				"billposted": "",
 				"billupdated": "",
 				"failedpayment": "",
@@ -1442,6 +1444,7 @@
 				"date_exported": "Exportado",
 				"date_invoiced": "Facturado",
 				"date_last_contacted": "",
+				"date_lost_sale": "",
 				"date_next_contact": "",
 				"date_open": "Abierto",
 				"date_rentalresp": "",

client/src/translations/fr/common.json

@@ -103,6 +103,8 @@
 				"admin_jobmarkforreexport": "",
 				"admin_jobuninvoice": "",
 				"admin_jobunvoid": "",
+				"appointmentcancel": "",
+				"appointmentinsert": "",
 				"billposted": "",
 				"billupdated": "",
 				"failedpayment": "",
@@ -1442,6 +1444,7 @@
 				"date_exported": "Exportés",
 				"date_invoiced": "Facturé",
 				"date_last_contacted": "",
+				"date_lost_sale": "",
 				"date_next_contact": "",
 				"date_open": "Ouvrir",
 				"date_rentalresp": "",

client/src/utils/AuditTrailMappings.js

@@ -1,6 +1,10 @@
 import i18n from "i18next";
 
 const AuditTrailMapping = {
+  appointmentcancel: (lost_sale_reason) =>
+    i18n.t("audit_trail.messages.appointmentcancel", { lost_sale_reason }),
+  appointmentinsert: (start) =>
+    i18n.t("audit_trail.messages.appointmentinsert", { start }),
   jobstatuschange: (status) =>
     i18n.t("audit_trail.messages.jobstatuschange", { status }),
   admin_jobstatuschange: (status) =>

client/src/utils/DateFormatter.jsx

@@ -31,3 +31,7 @@ export function TimeAgoFormatter(props) {
     </Tooltip>
   ) : null;
 }
+
+export function DateTimeFormat(value) {
+  return moment(value).format("MM/DD/YYYY hh:mm A");
+}

hasura/metadata/tables.yaml

@@ -890,11 +890,13 @@
           - appt_colors
           - appt_length
           - attach_pdf_to_email
+          - autohouseid
           - bill_allow_post_to_closed
           - bill_tax_rates
           - cdk_configuration
           - cdk_dealerid
           - city
+          - claimscorpid
           - country
           - created_at
           - default_adjustment_rate
@@ -928,6 +930,7 @@
           - md_estimators
           - md_filehandlers
           - md_from_emails
+          - md_functionality_toggles
           - md_hour_split
           - md_ins_cos
           - md_jobline_presets
@@ -1026,6 +1029,7 @@
           - md_estimators
           - md_filehandlers
           - md_from_emails
+          - md_functionality_toggles
           - md_hour_split
           - md_ins_cos
           - md_jobline_presets
@@ -3583,6 +3587,7 @@
           - date_exported
           - date_invoiced
           - date_last_contacted
+          - date_lost_sale
           - date_next_contact
           - date_open
           - date_rentalresp
@@ -3863,6 +3868,7 @@
           - date_exported
           - date_invoiced
           - date_last_contacted
+          - date_lost_sale
           - date_next_contact
           - date_open
           - date_rentalresp

hasura/migrations/1700680020194_alter_table_public_jobs_add_column_date_lost_sale/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."jobs" add column "date_lost_sale" timestamp with time zone
+--  null;

hasura/migrations/1700680020194_alter_table_public_jobs_add_column_date_lost_sale/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."jobs" add column "date_lost_sale" timestamp with time zone
+ null;

hasura/migrations/1700682617632_alter_table_public_jobs_alter_column_date_lost_sale/down.sql

@@ -0,0 +1 @@
+ALTER TABLE "public"."jobs" ALTER COLUMN "date_lost_sale" TYPE timestamp with time zone;

hasura/migrations/1700682617632_alter_table_public_jobs_alter_column_date_lost_sale/up.sql

@@ -0,0 +1 @@
+ALTER TABLE "public"."jobs" ALTER COLUMN "date_lost_sale" TYPE timestamp with time zone;