feature/IO-3255-simplified-parts-management - Checkpoint / Meeting changes

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

@@ -345,13 +345,13 @@ export function* SetAuthLevelFromShopDetails({ payload }) {
       payload.features?.allAccess === true
         ? window.$crisp.push(["set", "session:segments", [["allAccess"]]])
         : (() => {
-          const featureKeys = Object.keys(payload.features).filter(
+            const featureKeys = Object.keys(payload.features).filter(
-            (key) =>
+              (key) =>
-              payload.features[key] === true ||
+                payload.features[key] === true ||
-              (typeof payload.features[key] === "string" && !isNaN(Date.parse(payload.features[key])))
+                (typeof payload.features[key] === "string" && !isNaN(Date.parse(payload.features[key])))
-          );
+            );
-          window.$crisp.push(["set", "session:segments", [["basic", ...featureKeys]]]);
+            window.$crisp.push(["set", "session:segments", [["basic", ...featureKeys]]]);
-        })();
+          })();
 
       InstanceRenderManager({
         executeFunction: true,
@@ -363,6 +363,7 @@ export function* SetAuthLevelFromShopDetails({ payload }) {
 
       //Set whether it is for parts management only.
 
+      // TODO: This is a temp fix we do not want to do a check on true
       yield put(setPartsManagementOnly(true || payload.features.partsManagementOnly));
     } catch (error) {
       console.warn("Couldnt find $crisp.", error.message);

server/integrations/partsManagement/partsManagementProvisioning.js

@@ -32,12 +32,17 @@ const ensureEmailNotRegistered = async (email) => {
 };
 
 /**
- * Creates a new Firebase user with the provided email.
+ * Creates a new Firebase user with the provided email and optional password.
  * @param email
+ * @param password
  * @returns {Promise<UserRecord>}
  */
-const createFirebaseUser = async (email) => {
+const createFirebaseUser = async (email, password = null) => {
-  return admin.auth().createUser({ email });
+  const userData = { email };
+  if (password) {
+    userData.password = password;
+  }
+  return admin.auth().createUser(userData);
 };
 
 /**
@@ -158,7 +163,7 @@ const partsManagementProvisioning = async (req, res) => {
   const p = { ...req.body, userEmail: req.body.userEmail?.toLowerCase() };
 
   try {
-    //  Validate inputs
+    // Validate inputs
     await ensureEmailNotRegistered(p.userEmail);
     requireFields(p, [
       "external_shop_id",
@@ -179,7 +184,7 @@ const partsManagementProvisioning = async (req, res) => {
       ioadmin: true
     });
 
-    //  Create shop
+    // Create shop
     const shopInput = {
       shopname: p.shopname,
       address1: p.address1,
@@ -198,6 +203,9 @@ const partsManagementProvisioning = async (req, res) => {
         height: "",
         headerMargin: DefaultNewShop.logo_img_path.headerMargin
       },
+      features: {
+        partsManagementOnly: true // This is a parts management only shop
+      },
       md_ro_statuses: DefaultNewShop.md_ro_statuses,
       vendors: {
         data: p.vendors.map((v) => ({
@@ -221,9 +229,12 @@ const partsManagementProvisioning = async (req, res) => {
     };
     const newShopId = await insertBodyshop(shopInput);
 
-    //  Create user + association
+    // Create user + association
-    const userRecord = await createFirebaseUser(p.userEmail);
+    const userRecord = await createFirebaseUser(p.userEmail, p.userPassword);
-    const resetLink = await generateResetLink(p.userEmail);
+    let resetLink = null;
+    if (!p.userPassword) {
+      resetLink = await generateResetLink(p.userEmail);
+    }
     const createdUser = await insertUserAssociation(userRecord.uid, p.userEmail, newShopId);
 
     return res.status(200).json({
@@ -231,7 +242,7 @@ const partsManagementProvisioning = async (req, res) => {
       user: {
         id: createdUser.id,
         email: createdUser.email,
-        resetLink
+        resetLink: resetLink || undefined // Only include resetLink if it exists
       }
     });
   } catch (err) {

server/integrations/partsManagement/partsManagementVehicleDamageEstimateAddRq.js

@@ -9,11 +9,7 @@ const {
   GET_BODYSHOP_STATUS,
   GET_VEHICLE_BY_SHOP_VIN,
   INSERT_OWNER,
-  INSERT_JOB_WITH_LINES,
+  INSERT_JOB_WITH_LINES
-  GET_JOB_BY_CLAIM,
-  UPDATE_JOB_BY_ID,
-  INSERT_JOBLINES,
-  DELETE_JOBLINES_BY_JOBID
 } = require("./partsManagement.queries");
 
 // Defaults
@@ -177,12 +173,28 @@ const extractJobData = (rq) => {
     asgn_no: asgn.AssignmentNumber || null,
     asgn_type: asgn.AssignmentType || null,
     asgn_date: asgn.AssignmentDate || null,
+    // asgn_created: asgn.CreateDateTime || null,
     scheduled_in: ev.RepairEvent?.RequestedPickUpDateTime || null,
     scheduled_completion: ev.RepairEvent?.TargetCompletionDateTime || null,
     clm_no: ci.ClaimNum || null,
     status: ci.ClaimStatus || null,
     policy_no: ci.PolicyInfo?.PolicyNum || null,
     ded_amt: parseFloat(ci.PolicyInfo?.CoverageInfo?.Coverage?.DeductibleInfo?.DeductibleAmt || 0)
+    // document_id: doc.DocumentID || null,
+    // bms_version: doc.BMSVer || null,
+    // reference_info:
+    //   doc.ReferenceInfo?.OtherReferenceInfo?.map((ref) => ({
+    //     name: ref.OtherReferenceName,
+    //     number: ref.OtherRefNum
+    //   })) || [],
+    // currency_info: doc.CurrencyInfo
+    //   ? {
+    //       code: doc.CurrencyInfo.CurCode,
+    //       base_code: doc.CurrencyInfo.BaseCurCode,
+    //       rate: parseFloat(doc.CurrencyInfo.CurRate || 0),
+    //       rule: doc.CurrencyInfo.CurConvertRule
+    //     }
+    //   : null
   };
 };
 
@@ -200,14 +212,12 @@ const extractJobData = (rq) => {
  * @returns {object} Owner data for insertion and inline use.
  */
 const extractOwnerData = (rq, shopId) => {
-  // Prefer Owner, fallback to Claimant
   const ownerOrClaimant = rq.AdminInfo?.Owner?.Party || rq.AdminInfo?.Claimant?.Party || {};
-
   const personInfo = ownerOrClaimant.PersonInfo || {};
   const personName = personInfo.PersonName || {};
   const address = personInfo.Communications?.Address || {};
 
-  let ownr_ph1, ownr_ph2, ownr_ea;
+  let ownr_ph1, ownr_ph2, ownr_ea, ownr_alt_ph;
 
   const comms = Array.isArray(ownerOrClaimant.ContactInfo?.Communications)
     ? ownerOrClaimant.ContactInfo.Communications
@@ -217,6 +227,7 @@ const extractOwnerData = (rq, shopId) => {
     if (c.CommQualifier === "CP") ownr_ph1 = c.CommPhone;
     if (c.CommQualifier === "WP") ownr_ph2 = c.CommPhone;
     if (c.CommQualifier === "EM") ownr_ea = c.CommEmail;
+    if (c.CommQualifier === "AL") ownr_alt_ph = c.CommPhone;
   }
 
   return {
@@ -232,7 +243,11 @@ const extractOwnerData = (rq, shopId) => {
     ownr_ctry: address.Country || null,
     ownr_ph1,
     ownr_ph2,
-    ownr_ea
+    ownr_ea,
+    ownr_alt_ph
+    // ownr_id_qualifier: ownerOrClaimant.IDInfo?.IDQualifierCode || null // New
+    // ownr_id_num: ownerOrClaimant.IDInfo?.IDNum || null, // New
+    // ownr_preferred_contact: ownerOrClaimant.PreferredContactMethod || null // New
   };
 };
 
@@ -304,13 +319,19 @@ const extractLossInfo = (rq) => {
     loss_date: loss.LossDateTime || null,
     loss_type: custom.LossTypeCode || null,
     loss_desc: custom.LossTypeDesc || null
+    // primary_poi: loss.PrimaryPOI?.POICode || null,
+    // secondary_poi: loss.SecondaryPOI?.POICode || null,
+    // damage_memo: loss.DamageMemo || null, //(maybe ins_memo)
+    // total_loss_ind: rq.ClaimInfo?.LossInfo?.TotalLossInd || null // New
   };
 };
 
 /**
  * Extracts insurance data from the XML request.
  * @param rq
- * @returns {{insd_ln: (*|null), insd_fn: (string|null), insd_title: (*|null), insd_co_nm: (*|string|null), insd_addr1: (*|null), insd_addr2: (*|null), insd_city: (*|null), insd_st: (*|null), insd_zip: (*|null), insd_ctry: (*|null), insd_ph1, insd_ph1x, insd_ph2, insd_ph2x, insd_fax, insd_faxx, insd_ea}}
+ * @returns {{insd_ln: (*|null), insd_fn: (string|null), insd_title: (*|null), insd_co_nm: (*|string|null), insd_addr1:
+ * (*|null), insd_addr2: (*|null), insd_city: (*|null), insd_st: (*|null), insd_zip: (*|null), insd_ctry: (*|null),
+ * insd_ph1, insd_ph1x, insd_ph2, insd_ph2x, insd_fax, insd_faxx, insd_ea}}
  */
 const extractInsuranceData = (rq) => {
   const insuredParty = rq.AdminInfo?.Insured?.Party || {};
@@ -424,7 +445,10 @@ const extractJobLines = (rq) => {
       mod_lb_hrs: parseFloat(line.LaborInfo?.LaborHours || 0),
       lbr_op: line.LaborInfo?.LaborOperation || null,
       lbr_amt: parseFloat(line.LaborInfo?.LaborAmt || 0),
-      notes: line.LineMemo || null
+      notes: line.LineMemo || null,
+      manual_line: line.ManualLineInd || null
+      // taxable_ind: line.PartInfo?.TaxableInd || null,
+      // automated_entry: line.AutomatedEntry || null
     };
 
     // TODO: Commented out as not clear if needed for version 1, this only applies to Imex and not rome on the front
@@ -440,18 +464,6 @@ const extractJobLines = (rq) => {
   });
 };
 
-/**
- * Checks if the request is a supplement or a document portion delta.
- * TODO: This is a temporary check, should be replaced with a proper field in the XML.
- * @param rq
- * @returns {boolean}
- */
-const isSupplement = (rq) => {
-  const docStatus = rq.DocumentInfo?.DocumentStatus;
-  const historyType = rq.RepairTotalsHistory?.HistoryTotalType;
-  return docStatus === "S" || historyType === "DocumentPortionDelta";
-};
-
 /**
  * Finds an existing vehicle by shopId and VIN.
  * @param {string} shopId - The bodyshop UUID.
@@ -474,26 +486,6 @@ const findExistingVehicle = async (shopId, v_vin, logger) => {
   return null;
 };
 
-/**
- * Finds an existing job by shopid and claim number.
- * @param shopid
- * @param clm_no
- * @param logger
- * @returns {Promise<*|null>}
- */
-const findExistingJob = async (shopid, clm_no, logger) => {
-  try {
-    const { jobs } = await client.request(GET_JOB_BY_CLAIM, {
-      shopid,
-      clm_no
-    });
-    return jobs?.[0] || null;
-  } catch (err) {
-    logger.log("parts-job-fetch-failed", "warn", null, null, { error: err });
-    return null;
-  }
-};
-
 /**
  * Inserts an owner and returns the owner ID.
  * @param {object} ownerInput - The owner data to insert.
@@ -568,21 +560,6 @@ const partsManagementVehicleDamageEstimateAddRq = async (req, res) => {
     const joblinesData = extractJobLines(rq);
     const insuranceData = extractInsuranceData(rq);
 
-    // Uncomment for debugging
-    // console.dir(
-    //   {
-    //     joblinesData,
-    //     lossInfo,
-    //     insuranceData,
-    //     vehicleData,
-    //     ownerData,
-    //     adjusterData,
-    //     repairFacilityData,
-    //     estimatorData
-    //   },
-    //   { depth: null }
-    // );
-
     // Find or create relationships
     const ownerid = await insertOwner(ownerData, logger);
     const vehicleid = await findExistingVehicle(shopId, vehicleData.v_vin, logger);
@@ -628,36 +605,6 @@ const partsManagementVehicleDamageEstimateAddRq = async (req, res) => {
       joblines: { data: joblinesData }
     };
 
-    // Check if this is a supplement or document portion delta.
-    if (isSupplement(rq)) {
-      console.log("----------------------IS SUPPLEMENT----------------------");
-      const existingJob = await findExistingJob(shopId, clm_no, logger);
-      if (existingJob) {
-        const { joblines, ...jobWithoutLines } = jobInput;
-
-        await client.request(UPDATE_JOB_BY_ID, {
-          id: existingJob.id,
-          job: jobWithoutLines
-        });
-
-        await client.request(DELETE_JOBLINES_BY_JOBID, {
-          jobid: existingJob.id
-        });
-
-        if (joblines?.data?.length) {
-          const joblinesWithJobId = joblines.data.map((line) => ({
-            ...line,
-            jobid: existingJob.id
-          }));
-
-          await client.request(INSERT_JOBLINES, { joblines: joblinesWithJobId });
-        }
-
-        logger.log("parts-job-updated", "info", existingJob.id);
-        return res.status(200).json({ success: true, jobId: existingJob.id });
-      }
-    }
-
     // Insert job
     const { insert_jobs_one: newJob } = await client.request(INSERT_JOB_WITH_LINES, { job: jobInput });
     logger.log("parts-job-created", "info", newJob.id, null);

server/integrations/partsManagement/swagger.yaml

@@ -54,6 +54,10 @@ paths:
                 userEmail:
                   type: string
                   format: email
+                userPassword:
+                  type: string
+                  description: Optional password for the new user. If provided, the password is set directly, and no password reset link is sent. Must be at least 6 characters.
+                  nullable: true
                 logoUrl:
                   type: string
                   format: uri
@@ -140,6 +144,8 @@ paths:
                       resetLink:
                         type: string
                         format: uri
+                        nullable: true
+                        description: Password reset link for the user. Only included if userPassword is not provided in the request.
         '400':
           description: Bad request (missing or invalid fields)
           content: