feature/IO-3255-simplified-parts-management - Beef Up Change Request Parser, add Change Request documentation data
This commit is contained in:
Dave
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server/integrations/partsManagement/sampleData/schemaDataAdd.md
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431
server/integrations/partsManagement/sampleData/schemaDataAdd.md
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Awesome — thanks for the dumps. I pulled the structures directly from the XSDs you uploaded and
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focused on **`VehicleDamageEstimateAddRq`** and the graph of types it depends on. Below is a
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developer-grade map you can hand to a coding agent.
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---
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# What it is & where it lives
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* **Global element**: `VehicleDamageEstimateAddRq`
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* **Namespace**: `http://www.cieca.com/BMS` (default ns in your files)
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* **Defined in**: `BMSEstimateMessages_2024R1_V6.9.0.xsd`
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* **Type**: `EstimateRqType` (from `BMSEstimateCommonTypes_2024R1_V6.9.0.xsd`)
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* **Service group** (where this message is accepted): `EstimateService` in
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`BMSEstimateService_2024R1_V6.9.0.xsd`
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Includes: `PropertyDamageEstimateAddRq/Rs`, `VehicleDamageEstimateAddRq/Rs`,
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`VehicleDamageEstimateChgRq/Rs`, `VehicleDamagePhotoEstimateAddRq/Rs`.
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---
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# Top-level schema (for `VehicleDamageEstimateAddRq` → `EstimateRqType`)
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`EstimateRqType` **extends** `MessageHeaderType` (from `BMSCommonGlobalTypes_2024R1_V6.9.0.xsd`) and
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then adds the following sequence. I’ve marked **required** vs *optional* and multiplicity:
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**Header (inherited from `MessageHeaderType`):**
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* **`RqUID`** (UUID) — **required**
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* `AsyncRqUID` (UUID) — *optional*
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* `PartnerKey` (Identifier) — *optional*
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**Body (from `EstimateRqType`):**
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* `SvcProviderName` (Identifier) — *optional*
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* `RefClaimNum` (Char\_50) — *optional*
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* **`DocumentInfo`** (`DocumentInfoType`) — **required, 1**
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* **`ApplicationInfo`** (`ApplicationInfoType`) — **required, 1..**\*
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* `EventInfo` (`EventInfoType`) — *optional*
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* **`AdminInfo`** (`AdminInfoType`) — **required**
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* **`EstimatorIDs`** (`EstimatorIDsTypeType`) — **required**
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* `ClaimInfo` (`ClaimInfoType`) — *optional*
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* **`VehicleInfo`** (`VehicleInfoType`) **OR** `PropertyInfo` (`PropertyInfoType`) — **choice** →
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for vehicle, use **`VehicleInfo`**
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* **`ProfileInfo`** (`ProfileInfoType`) — **required**
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* **`DamageLineInfo`** (`DamageLineInfoType`) — **required, 1..**\* (line items)
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* `CalibrationInfo` (`CalibrationInfoType`) — *optional, 0..*
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* `ScanInfo` (`ScanInfoType`) — *optional, 0..*
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* `FileAttachment` (`FileAttachmentType`) — *optional*
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* `NonNewOEMPartInd` (Boolean) — *optional*
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* `StorageDuration` (Integer\_Range\_0-999) — *optional*
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* **`RepairTotalsInfo`** (`RepairTotalsInfoType`) — **required, 1..**\*
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* `RepairTotalsHistory` (`RepairTotalsHistoryType`) — *optional, 0..*
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* `PaymentInfo` (`PaymentInfoType`) — *optional*
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* `EstimateMemo` (C) — *optional*
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* `AdministrativeMemo` (C) — *optional*
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* `Disclaimers` (C) — *optional*
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* `CustomMemo` (C) — *optional*
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* `CustomPrintImage` (C) — *optional*
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* `OtherMemos` (`OtherMemosType`) — *optional, 0..*
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**Files involved:**
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`BMSEstimateMessages_2024R1_V6.9.0.xsd`, `BMSEstimateCommonTypes_2024R1_V6.9.0.xsd`,
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`BMSCommonGlobalTypes_2024R1_V6.9.0.xsd`, `BMSSimpleTypes_2024R1_V6.9.0.xsd` + code lists XSDs for
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enums.
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---
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# Key dependent types (immediate children you’ll actually populate)
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Below are the **first-level** structures you’ll typically use. I’ve trimmed to the practical fields;
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each type has many optional parties and details you can ignore for a minimal AddRq.
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## `DocumentInfoType` (BMSCommonGlobalTypes)
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Typical header metadata:
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* **`BMSVer`** (`BMSVersionClosedEnumType`) — e.g. **`6.9.0`**
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* **`DocumentType`** (`DocumentTypeClosedEnumType`) — code for message family (e.g. `E` for
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estimate; codelists provide the letter codes)
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* `DocumentSubType` (`DocumentSubTypeClosedEnumType`) — e.g. “Original Estimate”, “Copy”, etc.
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* `DocumentID` (Char\_50) — your ID
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* `VendorCode` (VendorCodeOpenEnumType) — optional
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* `DocumentVer` (`DocumentVerType`) — versioning container (0..\*)
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* **`CreateDateTime`** (DateTime)
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* `TransmitDateTime` (DateTime)
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* `ReferenceInfo` (`RefInfoType`) — links to prior docs
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* `CountryCode`, `CurrencyInfo`, `CultureCode` — optional locale bits
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## `ApplicationInfoType` (BMSCommonGlobalTypes) **(1..\*)**
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* **`ApplicationType`** (`ApplicationTypeClosedEnumType`) — e.g., Estimator, Shop Mgmt, etc.
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* **`ApplicationName`** (Char\_30)
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* **`ApplicationVer`** (Char\_12)
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* `DatabaseVer` (Char\_12)
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* `DatabaseDateTime` (DateTime)
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## `AdminInfoType` (BMSCommonGlobalTypes)
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Large party/role roster; **all child elements are optional**, but the container itself is required.
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Common ones:
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* `InsuranceCompany` (`InsuranceCompanyType`)
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* `PolicyHolder` (`PolicyHolderType`)
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* `Insured` / `Owner` / `Customer` (`GenericPartyType`)
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* `Claimant` (`ClaimantType`)
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* `Estimator` (0..\*) (`EstimatorType`)
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* `RepairFacility` (`RepairFacilityType`)
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* `RentalProvider`, `TowCompany`, `Lender`, `Lienholder` (0..\*), etc.
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(You can send `<AdminInfo/>` if you don’t need parties; it validates.)
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## `EstimatorIDsTypeType` (BMSEstimateCommonTypes)
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* `OriginalEstimatorID` (Char\_40) — optional
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* `EstimatorHistory` (0..\*) → `EstimatorHistoryType` ⇒ (`DocumentVerCode`, `DocumentVerNum`)
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## `ClaimInfoType` (BMSCommonGlobalTypes) *(optional)*
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* `ClaimNum` (Char\_50)
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* `PolicyInfo` (0..\*) (`PolicyInfoType`)
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* `LossInfo` (`LossInfoType`) — details on loss/time/location/coverage
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* `AdditionalIDInfo` (0..\*) (`IDInfoType`)
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* `ClaimStatus`, `PreviousPaymentAmt`, `ClaimMemo`, etc.
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## `VehicleInfoType` (BMSCommonGlobalTypes) *(choose this over PropertyInfo)*
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* `VINInfo` (0..\*) (`VINInfoType`) → **choice** of `VINAvailabilityCode` or one or more `VIN` (
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`VINType`)
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* `License` (`LicenseType`)
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* `VehicleDesc` (`VehicleDescType`) — **ModelYear**, **MakeDesc/MakeCode**, **ModelName/ModelNum**,
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`VehicleType`, etc.
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* `Paint`, `Body`, `Powertrain`, `Condition`, `Valuation`, `VehicleMemo`
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* `PolicyVehicleNum`, `LossVehicleNum`
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* `FileAttachment` (`FileAttachmentType`)
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* `CustomElement` (0..\*)
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* `UnitNum` (Char\_20)
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> Note: `VINType` is referenced but its concrete restriction is provided elsewhere in BMS; you can
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> treat it as a VIN string (17-char typical) and your validator will enforce the real facet.
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## `ProfileInfoType` (BMSEstimateCommonTypes) **required**
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Controls rates, tax, and rules used to compute totals:
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* `ProfileName` (Char\_40)
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* **`RateInfo`** (1..\*) (`RateInfoType`)
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* `RateType` (`RateTypeClosedEnumType`) — e.g., BODY\_LABOR, PAINT\_LABOR, MECHANICAL\_LABOR,
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MATERIAL, etc.
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* `RateTierInfo` / `RateTierHistory` (0..\*)
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* `TaxableInd`, `TaxRate`, `AdjustmentInfo` (0..*), `TaxInfo` (0..*)
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* `MaterialCalcSettings` (optional)
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* `AlternatePartInfo` (0..*), `PartCertification` (0..*), `RefinishCalcSettings`,
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`PreTaxDiscountRate`, `TaxExemptInfo` (0..\*), `CanadianTax` (for CA specifics)
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## `DamageLineInfoType` (BMSEstimateCommonTypes) **1..**\*
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One per estimate line. Core children:
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* `LineNum`, `UniqueSequenceNum`, `ParentLineNum` (hierarchy)
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* `ManualLineInd`, `AutomatedEntry`, `LineStatusCode`
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* `LineDesc`, `LineDescCode`
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* `SubletInfo` (`SubletInfoType`)
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* `PartInfo` (0..\*) (`PartInfoType`)
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* `LaborInfo` (`LaborInfoType`)
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* `RefinishLaborInfo` (`LaborInfoType`)
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* `MaterialType`, `OtherChargesInfo`, `WhoPays`
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* `LineAdjustment`, `AppliedAdjustment`
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* `PDRInfo`, `LineType`, `LineMemo`, `VendorRefNum` (0..\*)
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**`PartInfoType`** highlights:
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* `PartMaterialCode`, `PartType`, `LineItemCategoryCode`
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* `PartDesc`, `PartNum`, `OEMPartNum`
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* `NonOEM` (0..\*) (`NonOEMType`) — alternate sources/quality
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* `ListPrice`, `PartPrice`, `UnitPartPrice`, `TotalPartPrice`, `OEMPartPrice`
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* `PriceAdjustment` (0..\*) (`PriceAdjustmentType`)
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* `TaxableInd`, `AppliedTaxes`
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* `CertificationType` (0..\*), `AlternatePartInd`, `GlassPartInd`
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* `Quantity`, `PartStatus`, `Dimensions`, `Glass*`, `QuotedPartList` …
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**`LaborInfoType`** highlights:
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* **`LaborType`** (`LaborTypeClosedEnumType`) — **required**
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* `LaborOperation`, `LaborHours`, `LaborHourlyRate`, `LaborAmt`
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* `DatabaseLaborType/Hours/Amt`
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* `LaborAdjustment` (0..\*)
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* Judgment/flags (e.g., `LaborAmtJudgmentInd`, `OverlapInd`)
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* Paint-specific fields (`PaintStagesNum`, `PaintTonesNum`)
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* `AssemblyLaborCode`
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## `CalibrationInfoType` / `ScanInfoType` (BMSEstimateCommonTypes)
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* **`ScanInfoType`**: `ScanDetailsList` (optional), `FileAttachment` (optional), `ScanTool`,
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`ScanDateTime` (**required**), flags `CleanScanInd`, `FollowUpInd`, plus `Technician`.
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* **`CalibrationInfoType`**: optional lists for details & technicians, plus process flags (
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`PrerequisitesMetInd`, `ProceduresFollowedInd`, `ADASReviewedWithOwnerInd`).
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## `FileAttachmentType` (BMSCommonGlobalTypes)
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* `DocAttachment` (0..\*) (`DocAttachmentType`)
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* `AttachmentType` (open enum)
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* `AttachmentTitle` **or** `AttachmentMemo`
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* `AttachmentFileType`, `AttachmentFileName`, `AttachmentLength`
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* **One of:** `AttachmentURI` **or** `EmbeddedAttachmentType`
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* `EmbeddedAttachmentType` → **choice**: `EmbeddedAttachment` (Binary) **or**
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`EmbeddedAttachmentText` (C)
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* `AttachmentIntegrity` (0..\*) (optionally includes Binary integrity blobs)
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* `AttachmentStatusCode` (open enum)
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## `RepairTotalsInfoType` (BMSEstimateCommonTypes) **1..**\*
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* `LaborTotalsInfo` (0..\*) (`TotalsInfoType`)
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* `PartsTotalsInfo` (0..\*) (`TotalsInfoType`)
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* `OtherChargesTotalsInfo` (0..\*) (`TotalsInfoType`)
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* `NumOfDamageLines` (optional)
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* **`SummaryTotalsInfo`** (1..\*) (`TotalsInfoType`) — your rolled-up totals
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* `RepairTotalsType` (`LineTypeClosedEnumType`) — optional (e.g., gross vs. customer-pay segments)
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**`TotalsInfoType`** (BMSCommonGlobalTypes) highlights:
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* **`TotalType`** (`TotalTypeOpenEnumType`) — category (e.g., LABOR, PARTS, TAX, GRAND\_TOTAL,…)
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* `TotalSubType` (open enum)
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* **`TotalTypeDesc`** (Char\_30)
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* Hours quantities & units, item quantity, unit price
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* Detailed `TotalTaxInfo` / `TotalAdjustmentInfo` (0..\*)
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* Amounts: `NonTaxableAmt`, `TaxableAmt`, `TaxTotalAmt`, `OtherCharges*`, **`TotalAmt`**,
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`TotalPct`, `TotalCost`
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* `AmtDueInfo` (0..\*)
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## `RepairTotalsHistoryType` (BMSEstimateCommonTypes)
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* Version stamp and one or more `HistoryTotalsInfo` entries.
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## `PaymentInfoType` (BMSCommonGlobalTypes) *(optional)*
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* `PayerType`, `PaymentType`
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* `Payee`/`PayerInfo`/`PayeeInfo`
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* `PaymentDateTime`, **`PaymentAmt`**
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* `PaymentID`, `PaymentMemo`, `PaymentAmtType`
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## `OtherMemosType` (BMSCommonGlobalTypes)
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* `OtherMemoRef` (open enum), `OtherMemo` (C)
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---
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# Minimal, schema-valid XML skeleton (vehicle path)
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> Uses only **required** containers/fields; values shown as **PLACEHOLDER**.
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> You must add at least one **DamageLineInfo** and one **SummaryTotalsInfo** item, and at least one
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**RateInfo** inside **ProfileInfo**.
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> Enumerations are *code lists*; use valid codes from your system.
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```xml
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<VehicleDamageEstimateAddRq xmlns="http://www.cieca.com/BMS">
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<!-- MessageHeaderType -->
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<RqUID>00000000-0000-0000-0000-000000000000</RqUID>
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<!-- EstimateRqType sequence -->
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<DocumentInfo>
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<BMSVer>6.9.0</BMSVer>
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<DocumentType>E</DocumentType>
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<CreateDateTime>2025-08-14T12:00:00Z</CreateDateTime>
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</DocumentInfo>
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<ApplicationInfo>
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<ApplicationType>INSERT_APP_TYPE</ApplicationType>
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<ApplicationName>INSERT_APP_NAME</ApplicationName>
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<ApplicationVer>INSERT_APP_VER</ApplicationVer>
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</ApplicationInfo>
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<AdminInfo/> <!-- container required; children optional -->
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<EstimatorIDs/> <!-- container required; children optional -->
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<!-- choice: VehicleInfo OR PropertyInfo -->
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<VehicleInfo>
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<!-- minimally empty is allowed; typical payload would include VIN and Year/Make/Model -->
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<!-- Example:
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<VINInfo>
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<VIN>1HGBH41JXMN109186</VIN>
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</VINInfo>
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<VehicleDesc>
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<ModelYear>2020</ModelYear>
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<MakeDesc>Honda</MakeDesc>
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<ModelName>Civic</ModelName>
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</VehicleDesc>
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-->
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</VehicleInfo>
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<ProfileInfo>
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<!-- at least one RateInfo required -->
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<RateInfo>
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<RateType>INSERT_RATE_TYPE</RateType>
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<!-- optional: <RateDesc>Body Labor</RateDesc> <TaxRate>13.00</TaxRate> etc. -->
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</RateInfo>
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</ProfileInfo>
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<!-- at least one DamageLineInfo -->
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<DamageLineInfo>
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<!-- minimal: include a LaborInfo with required LaborType -->
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<LaborInfo>
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<LaborType>INSERT_LABOR_TYPE</LaborType>
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<!-- optional: <LaborHours>1.0</LaborHours> <LaborHourlyRate>85.00</LaborHourlyRate> -->
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</LaborInfo>
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</DamageLineInfo>
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<!-- at least one RepairTotalsInfo with at least one SummaryTotalsInfo -->
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<RepairTotalsInfo>
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<SummaryTotalsInfo>
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<TotalType>INSERT_TOTAL_TYPE</TotalType>
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<TotalTypeDesc>Grand Total</TotalTypeDesc>
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<TotalAmt>0.00</TotalAmt>
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</SummaryTotalsInfo>
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</RepairTotalsInfo>
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</VehicleDamageEstimateAddRq>
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```
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---
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# Implementation notes & gotchas (important)
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1. **Required containers vs. required content**
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* `AdminInfo` and `EstimatorIDs` are **required containers** but their **children are optional**.
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Empty elements validate.
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* `ProfileInfo` is required and must include **≥1 `RateInfo`** with a `RateType`.
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* You must include the **choice** of **`VehicleInfo`** (for this message) instead of `PropertyInfo`.
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* Include **≥1 `DamageLineInfo`** and **≥1 `RepairTotalsInfo`** each containing *
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*≥1 `SummaryTotalsInfo`**.
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2. **Header**
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* `RqUID` is required; use a real UUID.
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3. **Enumerations / code lists**
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* Many fields are `ClosedEnumType`/`OpenEnumType` and validated against the BMS code list XSDs you
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included (e.g., `BMSCodeLists_*.xsd`). Use the exact code values your trading partner expects (
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e.g., `DocumentType` = `E` for estimates).
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* `BMSVer` supports `6.9.0`.
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4. **Line hierarchy**
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* For nested kits/assemblies, use `ParentLineNum`; `UniqueSequenceNum` helps ordering. `LineType`
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can label grouping (e.g., Sublet, Labor, Part, etc.).
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5. **Attachments**
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* You can embed binary (`EmbeddedAttachmentType/EmbeddedAttachment`) **or** provide a URI (
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`AttachmentURI`). Provide `AttachmentFileType` and `AttachmentFileName` either way.
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6. **Scans & calibrations**
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* If you include `ScanInfo`, it **requires** `ScanTool` and `ScanDateTime`. Calibrations are
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optional but provide strong ADAS traceability.
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7. **Totals integrity**
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* `RepairTotalsInfo/SummaryTotalsInfo` acts as your roll-up. Ensure it reconciles with the sum of
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`DamageLineInfo` components and the profile’s rates/taxes so consumers don’t reject on mismatches.
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8. **Currency / numeric facets**
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* Monetary fields use `Currency`. Hours/rates/quantities have explicit facets (e.g.,
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`Decimal_Range_-999.9-999.9`). Stay within ranges.
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9. **Canada specifics**
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* `DocumentInfo/CountryCode` = `CA`, and `ProfileInfo/CanadianTax` is available for PST/HST/GST
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modeling if you need to encode tax policy explicitly.
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---
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# Quick field checklist for a typical *valid* “vehicle add” you’ll generate
|
||||
|
||||
* **Header**
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||||
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||||
* `RqUID` ✅
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||||
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||||
* **Doc header**
|
||||
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||||
* `DocumentInfo/BMSVer` = `6.9.0` ✅
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||||
* `DocumentInfo/DocumentType` = `E` ✅
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||||
* `DocumentInfo/CreateDateTime` ✅
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||||
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||||
* **App**
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||||
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||||
* `ApplicationInfo[1..*]/(ApplicationType, ApplicationName, ApplicationVer)` ✅
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||||
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||||
* **Admin**
|
||||
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||||
* `<AdminInfo/>` (or populate parties) ✅
|
||||
|
||||
* **EstimatorIDs**
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||||
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||||
* `<EstimatorIDs/>` (or add contents) ✅
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||||
|
||||
* **Vehicle**
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||||
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||||
* `VehicleInfo` (VIN + YMM recommended) ✅
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||||
|
||||
* **Profile & rates**
|
||||
|
||||
* `ProfileInfo/RateInfo[1..*]/RateType` ✅
|
||||
|
||||
* **Lines**
|
||||
|
||||
* `DamageLineInfo[1..*]` with at least one `LaborInfo/LaborType` or `PartInfo` ✅
|
||||
|
||||
* **Totals**
|
||||
|
||||
* `RepairTotalsInfo[1..*]/SummaryTotalsInfo[1..*]/(TotalType, TotalTypeDesc, TotalAmt)` ✅
|
||||
|
||||
---
|
||||
|
||||
# Pointers to definitions in your bundle (for traceability)
|
||||
|
||||
* `VehicleDamageEstimateAddRq` element → `BMSEstimateMessages_2024R1_V6.9.0.xsd`
|
||||
* `EstimateRqType` → `BMSEstimateCommonTypes_2024R1_V6.9.0.xsd`
|
||||
* `MessageHeaderType`, `DocumentInfoType`, `VehicleInfoType`, `FileAttachmentType`,
|
||||
`PaymentInfoType`, etc. → `BMSCommonGlobalTypes_2024R1_V6.9.0.xsd`
|
||||
* Rates/lines/totals/calibration/scan subtypes → mostly `BMSEstimateCommonTypes_2024R1_V6.9.0.xsd`
|
||||
* Enums/code lists → `BMSCodeLists_ClassicCode_2024R1_V6.9.0.xsd`,
|
||||
`BMSCodeLists_CodeExt_2024R1_V6.9.0.xsd`
|
||||
* Service wrapper (which messages are valid to send/receive) →
|
||||
`BMSEstimateService_2024R1_V6.9.0.xsd`
|
||||
|
||||
---
|
||||
Reference in New Issue
Block a user