Merge remote-tracking branch 'origin/release/2025-11-21' into feature/IO-3357-Reynolds-and-Reynolds-DMS-API-Integration

client/src/components/bill-enter-modal/bill-enter-modal.container.jsx

@@ -26,6 +26,7 @@ import { CalculateBillTotal } from "../bill-form/bill-form.totals.utility";
 import { handleUpload as handleLocalUpload } from "../documents-local-upload/documents-local-upload.utility";
 import { handleUpload } from "../documents-upload/documents-upload.utility";
 import { handleUpload as handleUploadToImageProxy } from "../documents-upload-imgproxy/documents-upload-imgproxy.utility";
+import RbacWrapper from "../../components/rbac-wrapper/rbac-wrapper.component";
 
 const mapStateToProps = createStructuredSelector({
   billEnterModal: selectBillEnterModal,
@@ -450,7 +451,9 @@ function BillEnterModalContainer({ billEnterModal, toggleModalVisible, bodyshop,
           setEnterAgain(false);
         }}
       >
-        <BillFormContainer form={form} disableInvNumber={billEnterModal.context.disableInvNumber} />
+        <RbacWrapper action="bills:enter">
+          <BillFormContainer form={form} disableInvNumber={billEnterModal.context.disableInvNumber} />
+        </RbacWrapper>
       </Form>
     </Modal>
   );

client/src/translations/en_us/common.json

@@ -3223,6 +3223,7 @@
         "parts_not_recieved_vendor": "Parts Not Received by Vendor",
         "parts_received_not_scheduled": "Parts Received for Jobs Not Scheduled",
         "payments_by_date": "Payments by Date",
+        "payments_by_date_excel": "Payments by Date - Excel",
         "payments_by_date_payment": "Payments by Date and Payment Type",
         "payments_by_date_type": "Payments by Date and Customer Type",
         "production_by_category": "Production by Category",

client/src/translations/es/common.json

@@ -3220,6 +3220,7 @@
         "parts_not_recieved_vendor": "",
         "parts_received_not_scheduled": "",
         "payments_by_date": "",
+        "payments_by_date_excel": "",
         "payments_by_date_payment": "",
         "payments_by_date_type": "",
         "production_by_category": "",

client/src/translations/fr/common.json

@@ -3220,6 +3220,7 @@
         "parts_not_recieved_vendor": "",
         "parts_received_not_scheduled": "",
         "payments_by_date": "",
+        "payments_by_date_excel": "",
         "payments_by_date_payment": "",
         "payments_by_date_type": "",
         "production_by_category": "",

client/src/utils/TemplateConstants.js

@@ -1218,6 +1218,18 @@ export const TemplateList = (type, context) => {
             },
             group: "customers"
           },
+          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",
+            reporttype: "excel",
+            disabled: false,
+            rangeFilter: {
+              object: i18n.t("reportcenter.labels.objects.payments"),
+              field: i18n.t("payments.fields.date")
+            },
+            group: "customers"
+          },
           schedule: {
             title: i18n.t("reportcenter.templates.schedule"),
             subject: i18n.t("reportcenter.templates.schedule"),

hasura/migrations/1763425916748_alter_table_public_media_analytics_add_column_unique_documents/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"."media_analytics" add column "unique_documents" numeric
+--  null;

hasura/migrations/1763425916748_alter_table_public_media_analytics_add_column_unique_documents/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."media_analytics" add column "unique_documents" numeric
+ null;

hasura/migrations/1763425927136_alter_table_public_media_analytics_add_column_duplicate_documents/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"."media_analytics" add column "duplicate_documents" numeric
+--  null;

hasura/migrations/1763425927136_alter_table_public_media_analytics_add_column_duplicate_documents/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."media_analytics" add column "duplicate_documents" numeric
+ null;

hasura/migrations/1763425947348_alter_table_public_media_analytics_detail_add_column_unique_documents/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"."media_analytics_detail" add column "unique_documents" numeric
+--  null;

hasura/migrations/1763425947348_alter_table_public_media_analytics_detail_add_column_unique_documents/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."media_analytics_detail" add column "unique_documents" numeric
+ null;

hasura/migrations/1763425960252_alter_table_public_media_analytics_detail_add_column_duplicate_documents/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"."media_analytics_detail" add column "duplicate_documents" numeric
+--  null;

hasura/migrations/1763425960252_alter_table_public_media_analytics_detail_add_column_duplicate_documents/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."media_analytics_detail" add column "duplicate_documents" numeric
+ null;

hasura/migrations/1763426307543_alter_table_public_media_analytics_detail_alter_column_unique_documents/down.sql

@@ -0,0 +1 @@
+alter table "public"."media_analytics_detail" rename column "unique_document_count" to "unique_documents";

hasura/migrations/1763426307543_alter_table_public_media_analytics_detail_alter_column_unique_documents/up.sql

@@ -0,0 +1 @@
+alter table "public"."media_analytics_detail" rename column "unique_documents" to "unique_document_count";

hasura/migrations/1763426323408_alter_table_public_media_analytics_detail_alter_column_duplicate_documents/down.sql

@@ -0,0 +1 @@
+alter table "public"."media_analytics_detail" rename column "duplicate_count" to "duplicate_documents";

hasura/migrations/1763426323408_alter_table_public_media_analytics_detail_alter_column_duplicate_documents/up.sql

@@ -0,0 +1 @@
+alter table "public"."media_analytics_detail" rename column "duplicate_documents" to "duplicate_count";

server/data/kaizen.js

@@ -219,8 +219,6 @@ const CreateRepairOrderTag = (job, errorCallback) => {
   }
 
   const repairCosts = CreateCosts(job);
-  const jobline = CreateJobLines(job.joblines);
-  const timeticket = CreateTimeTickets(job.timetickets);
 
   try {
     const ret = {
@@ -290,8 +288,100 @@ const CreateRepairOrderTag = (job, errorCallback) => {
           (job.date_exported && moment(job.date_exported).tz(job.bodyshop.timezone).format(DateFormat)) || "",
         DateVoid: (job.date_void && moment(job.date_void).tz(job.bodyshop.timezone).format(DateFormat)) || ""
       },
-      JobLineDetails: { jobline },
+      JobLineDetails: (function () {
-      TimeTicketDetails: { timeticket },
+        const joblineSource = Array.isArray(job.joblines) ? job.joblines : job.joblines ? [job.joblines] : [];
+        if (joblineSource.length === 0) return { jobline: [] };
+        return {
+          jobline: joblineSource.map((jl = {}) => ({
+            line_description: jl.line_desc || jl.line_description || "",
+            oem_part_no: jl.oem_partno || jl.oem_part_no || "",
+            alt_part_no: jl.alt_partno || jl.alt_part_no || "",
+            op_code_desc: jl.op_code_desc || "",
+            part_type: jl.part_type || "",
+            part_qty: jl.part_qty ?? jl.quantity ?? 0,
+            part_price: jl.act_price ?? jl.part_price ?? 0,
+            labor_type: jl.mod_lbr_ty || jl.labor_type || "",
+            labor_hours: jl.mod_lb_hrs ?? jl.labor_hours ?? 0,
+            labor_sale: jl.lbr_amt ?? jl.labor_sale ?? 0
+          }))
+        };
+      })(),
+      BillsDetails: (function () {
+        const billsSource = Array.isArray(job.bills) ? job.bills : job.bills ? [job.bills] : [];
+        if (billsSource.length === 0) return { BillDetails: [] };
+        return {
+          BillDetails: billsSource.map(
+            ({
+              billlines = [],
+              date = "",
+              is_credit_memo = false,
+              invoice_number = "",
+              isinhouse = false,
+              vendor = {}
+            } = {}) => ({
+              BillLines: {
+                BillLine: billlines.map((bl = {}) => ({
+                  line_description: bl.line_desc || bl.line_description || "",
+                  part_price: bl.actual_price ?? bl.part_price ?? bl.act_price ?? 0,
+                  actual_cost: bl.actual_cost ?? 0,
+                  cost_center: bl.cost_center || "",
+                  deductedfromlbr: bl.deductedfromlbr || false,
+                  part_qty: bl.quantity ?? bl.part_qty ?? 0,
+                  oem_part_no: bl.oem_partno || bl.oem_part_no || "",
+                  alt_part_no: bl.alt_partno || bl.alt_part_no || ""
+                }))
+              },
+              date,
+              is_credit_memo,
+              invoice_number,
+              isinhouse,
+              vendorName: vendor.name || ""
+            })
+          )
+        };
+      })(),
+      JobNotes: (function () {
+        const notesSource = Array.isArray(job.notes) ? job.notes : job.notes ? [job.notes] : [];
+        if (notesSource.length === 0) return { JobNote: [] };
+        return {
+          JobNote: notesSource.map((note = {}) => ({
+            created_at: note.created_at || "",
+            created_by: note.created_by || "",
+            critical: note.critical || false,
+            private: note.private || false,
+            text: note.text || "",
+            type: note.type || ""
+          }))
+        };
+      })(),
+      TimeTicketDetails: (function () {
+        const ticketSource = Array.isArray(job.timetickets)
+          ? job.timetickets
+          : job.timetickets
+            ? [job.timetickets]
+            : [];
+        if (ticketSource.length === 0) return { timeticket: [] };
+        return {
+          timeticket: ticketSource.map((ticket = {}) => ({
+            date: ticket.date || "",
+            employee:
+              ticket.employee && ticket.employee.employee_number
+                ? ticket.employee.employee_number
+                    .trim()
+                    .concat(" - ", ticket.employee.first_name.trim(), " ", ticket.employee.last_name.trim())
+                    .trim()
+                : "",
+            productive_hrs: ticket.productivehrs ?? 0,
+            actual_hrs: ticket.actualhrs ?? 0,
+            cost_center: ticket.cost_center || "",
+            flat_rate: ticket.flat_rate || false,
+            rate: ticket.rate ?? 0,
+            ticket_cost: ticket.flat_rate
+              ? ticket.rate * (ticket.productivehrs || 0)
+              : ticket.rate * (ticket.actualhrs || 0)
+          }))
+        };
+      })(),
       Sales: {
         Labour: {
           Aluminum: Dinero(job.job_totals.rates.laa.total).toFormat(DineroFormat),
@@ -636,42 +726,3 @@ const CreateCosts = (job) => {
     }, 0)
   };
 };
-
-const CreateJobLines = (joblines) => {
-  const repairLines = [];
-  joblines.forEach((jobline) => {
-    repairLines.push({
-      line_description: jobline.line_desc,
-      oem_part_no: jobline.oem_partno,
-      alt_part_no: jobline.alt_partno,
-      op_code_desc: jobline.op_code_desc,
-      part_type: jobline.part_type,
-      part_qty: jobline.part_qty,
-      part_price: jobline.act_price,
-      labor_type: jobline.mod_lbr_ty,
-      labor_hours: jobline.mod_lb_hrs,
-      labor_sale: jobline.lbr_amt
-    });
-  });
-  return repairLines;
-};
-
-const CreateTimeTickets = (timetickets) => {
-  const timeTickets = [];
-  timetickets.forEach((ticket) => {
-    timeTickets.push({
-      date: ticket.date,
-      employee: ticket.employee.employee_number
-        .trim()
-        .concat(" - ", ticket.employee.first_name.trim(), " ", ticket.employee.last_name.trim())
-        .trim(),
-      productive_hrs: ticket.productivehrs,
-      actual_hrs: ticket.actualhrs,
-      cost_center: ticket.cost_center,
-      flat_rate: ticket.flat_rate,
-      rate: ticket.rate,
-      ticket_cost: ticket.flat_rate ? ticket.rate * ticket.productive_hrs : ticket.rate * ticket.actual_hrs
-    });
-  });
-  return timeTickets;
-};

server/graphql-client/queries.js

@@ -1221,7 +1221,7 @@ query ENTEGRAL_EXPORT($bodyshopid: uuid!) {
 }`;
 
 exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uuid!, $end: timestamptz) {
-  bodyshops_by_pk(id: $bodyshopid){
+  bodyshops_by_pk(id: $bodyshopid) {
     id
     shopname
     address1
@@ -1249,15 +1249,24 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
     bills {
       billlines {
         actual_cost
+        actual_price
         cost_center
+        deductedfromlbr
         id
+        line_desc
         quantity
       }
+      date
       federal_tax_rate
       id
       is_credit_memo
+      invoice_number
+      isinhouse
       local_tax_rate
       state_tax_rate
+      vendor {
+        name
+      }
     }
     created_at
     clm_no
@@ -1299,7 +1308,7 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
     joblines(where: {removed: {_eq: false}}) {
       act_price
       alt_partno
-      billlines(order_by: {bill: {date: desc_nulls_last}} limit: 1) {
+      billlines(order_by: {bill: {date: desc_nulls_last}}, limit: 1) {
         actual_cost
         actual_price
         quantity
@@ -1322,8 +1331,8 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
       mod_lbr_ty
       oem_partno
       op_code_desc
-      parts_order_lines(order_by: {parts_order: {order_date: desc_nulls_last}} limit: 1){
+      parts_order_lines(order_by: {parts_order: {order_date: desc_nulls_last}}, limit: 1) {
-        parts_order{
+        parts_order {
           id
           order_date
         }
@@ -1342,6 +1351,14 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
       jobid
       totalliquidcost
     }
+    notes {
+      created_at
+      created_by
+      critical
+      private
+      text
+      type
+    }
     ownr_addr1
     ownr_addr2
     ownr_city
@@ -3149,11 +3166,10 @@ exports.DELETE_PHONE_NUMBER_OPT_OUT = `
   }
 `;
 
-
 exports.INSERT_MEDIA_ANALYTICS = `
 mutation INSERT_MEDIA_ANALYTICS($mediaObject: media_analytics_insert_input!) {
   insert_media_analytics_one(object: $mediaObject) {
     id
   }
 }
-`
+`;