Merged in release/2023-11-03 (pull request #1039)

Release/2023 11 03

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

@@ -16,13 +16,17 @@ import { QUERY_LBR_HRS_BY_PK, UPDATE_JOBS } from "../../graphql/jobs.queries";
 import { setEmailOptions } from "../../redux/email/email.actions";
 import { toggleModalVisible } from "../../redux/modals/modals.actions";
 import { selectSchedule } from "../../redux/modals/modals.selectors";
-import { selectBodyshop } from "../../redux/user/user.selectors";
+import {
+  selectBodyshop,
+  selectCurrentUser,
+} from "../../redux/user/user.selectors";
 import { TemplateList } from "../../utils/TemplateConstants";
 import ScheduleJobModalComponent from "./schedule-job-modal.component";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
   scheduleModal: selectSchedule,
+  currentUser: selectCurrentUser,
 });
 const mapDispatchToProps = (dispatch) => ({
   toggleModalVisible: () => dispatch(toggleModalVisible("schedule")),
@@ -34,6 +38,7 @@ export function ScheduleJobModalContainer({
   bodyshop,
   toggleModalVisible,
   setEmailOptions,
+  currentUser,
 }) {
   const { visible, context, actions } = scheduleModal;
   const { jobId, job, previousEvent } = context;
@@ -122,6 +127,7 @@ export function ScheduleJobModalContainer({
           end: moment(values.start).add(bodyshop.appt_length || 60, "minutes"),
           color: values.color,
           note: values.note,
+          created_by: currentUser.email,
         },
         jobId: jobId,
         altTransport: values.alt_transport,

client/src/translations/en_us/common.json

@@ -2597,6 +2597,7 @@
 				"open_orders_csr": "Open Orders by CSR",
 				"open_orders_estimator": "Open Orders by Estimator",
 				"open_orders_ins_co": "Open Orders by Insurance Company",
+				"open_orders_referral": "Open Orders by Referral Source",
 				"open_orders_specific_csr": "Open Orders filtered by CSR",
 				"open_orders_status": "Open Orders by Status",
 				"parts_backorder": "IOU Parts List",

client/src/translations/es/common.json

@@ -2597,6 +2597,7 @@
 				"open_orders_csr": "",
 				"open_orders_estimator": "",
 				"open_orders_ins_co": "",
+				"open_orders_referral": "",
 				"open_orders_specific_csr": "",
 				"open_orders_status": "",
 				"parts_backorder": "",

client/src/translations/fr/common.json

@@ -2597,6 +2597,7 @@
 				"open_orders_csr": "",
 				"open_orders_estimator": "",
 				"open_orders_ins_co": "",
+				"open_orders_referral": "",
 				"open_orders_specific_csr": "",
 				"open_orders_status": "",
 				"parts_backorder": "",

client/src/utils/TemplateConstants.js

@@ -1502,6 +1502,19 @@ export const TemplateList = (type, context) => {
             },
             group: "jobs",
           },
+          open_orders_specific_csr: {
+            title: i18n.t("reportcenter.templates.open_orders_specific_csr"),
+            description: "",
+            subject: i18n.t("reportcenter.templates.open_orders_specific_csr"),
+            key: "open_orders_specific_csr",
+            idtype: "employee",
+            disabled: false,
+            rangeFilter: {
+              object: i18n.t("reportcenter.labels.objects.jobs"),
+              field: i18n.t("jobs.fields.date_open"),
+            },
+            group: "jobs",
+          },
           open_orders_estimator: {
             title: i18n.t("reportcenter.templates.open_orders_estimator"),
             description: "",
@@ -1528,12 +1541,12 @@ export const TemplateList = (type, context) => {
             },
             group: "jobs",
           },
-          open_orders_specific_csr: {
-            title: i18n.t("reportcenter.templates.open_orders_specific_csr"),
+          open_orders_referral: {
+            title: i18n.t("reportcenter.templates.open_orders_referral"),
             description: "",
-            subject: i18n.t("reportcenter.templates.open_orders_specific_csr"),
-            key: "open_orders_specific_csr",
-            idtype: "employee",
+            subject: i18n.t("reportcenter.templates.open_orders_referral"),
+            key: "open_orders_referral",
+            //idtype: "vendor",
             disabled: false,
             rangeFilter: {
               object: i18n.t("reportcenter.labels.objects.jobs"),

hasura/metadata/tables.yaml

@@ -110,6 +110,7 @@
           - canceled
           - color
           - created_at
+          - created_by
           - end
           - id
           - isintake
@@ -128,6 +129,7 @@
           - canceled
           - color
           - created_at
+          - created_by
           - end
           - id
           - isintake
@@ -156,6 +158,7 @@
           - canceled
           - color
           - created_at
+          - created_by
           - end
           - id
           - isintake

hasura/migrations/1698709322872_alter_table_public_appointments_add_column_created_by/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"."appointments" add column "created_by" text
+--  null;

hasura/migrations/1698709322872_alter_table_public_appointments_add_column_created_by/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."appointments" add column "created_by" text
+ null;

server/data/claimscorp.js

@@ -17,7 +17,7 @@ let Client = require("ssh2-sftp-client");
 const client = require("../graphql-client/graphql-client").client;
 const { sendServerEmail } = require("../email/sendemail");
 const CCDineroFormat = "0,0.00";
-const AhDateFormat = "MMDDYYYY";
+const AhDateFormat = "MM/DD/YYYY";
 
 const repairOpCodes = ["OP4", "OP9", "OP10"];
 const replaceOpCodes = ["OP2", "OP5", "OP11", "OP12"];
@@ -104,7 +104,7 @@ exports.default = async (req, res) => {
         allxmlsToUpload.push({
           count: claimsCorpObject.DataFeed.ShopInfo.RO.length,
           xml: ret,
-          filename: `${bodyshop.claimscorpid}-MIS-${moment().format(
+          filename: `${bodyshop.claimscorpid}-${moment().format(
             "YYYYMMDDTHHMMss"
           )}.xml`,
         });
@@ -245,7 +245,7 @@ const CreateRepairOrderTag = (job, errorCallback) => {
 
   try {
     const ret = {
-      RONumber: job.ro_number,
+      RoNumber: job.ro_number,
       Customer: {
         CustomerZip: (job.ownr_zip && job.ownr_zip.substring(0, 3)) || "",
         CustomerState: job.ownr_st || "",
@@ -312,7 +312,7 @@ const CreateRepairOrderTag = (job, errorCallback) => {
           (job.date_estimated &&
             moment(job.date_estimated).format(AhDateFormat)) ||
           "",
-        DateofLoss:
+        DateLoss:
           (job.loss_date && moment(job.loss_date).format(AhDateFormat)) || "",
         DateFNOL: "",
         DateContact: "",
@@ -384,7 +384,7 @@ const CreateRepairOrderTag = (job, errorCallback) => {
           "",
         BilledDate: "",
         PaidInFullDate: "",
-        RoStatus: job.tlos_ind
+        ROStatus: job.tlos_ind
           ? "TOT"
           : StatusMapping(job.status, job.bodyshop.md_ro_statuses),
       },
@@ -397,9 +397,7 @@ const CreateRepairOrderTag = (job, errorCallback) => {
         Paint: Dinero(job.job_totals.rates.lar.total).toFormat(CCDineroFormat),
         Prep: Dinero().toFormat(CCDineroFormat),
         Frame: Dinero(job.job_totals.rates.laf.total).toFormat(CCDineroFormat),
-        Mechanical: Dinero(job.job_totals.rates.lam.total).toFormat(
-          CCDineroFormat
-        ),
+        Mech: Dinero(job.job_totals.rates.lam.total).toFormat(CCDineroFormat),
         Glass: Dinero(job.job_totals.rates.lag.total).toFormat(CCDineroFormat),
         Elec: Dinero(job.job_totals.rates.lae.total).toFormat(CCDineroFormat),
         Detail: detailAdjustments.amount.toFormat(CCDineroFormat),
@@ -481,7 +479,7 @@ const CreateRepairOrderTag = (job, errorCallback) => {
           .filter((line) => repairOpCodes.includes(line.lbr_op))
           .reduce((acc, val) => acc + val.mod_lb_hrs, 0)
           .toFixed(2),
-        BodyReplaceHours: job.joblines
+        BodyReplacehours: job.joblines
           .filter((line) => replaceOpCodes.includes(line.lbr_op))
           .reduce((acc, val) => acc + val.mod_lb_hrs, 0)
           .toFixed(2),
@@ -523,7 +521,7 @@ const CreateRepairOrderTag = (job, errorCallback) => {
         AM: repairCosts.PartsAMCost.toFormat(CCDineroFormat),
         MechParts: Dinero().toFormat(CCDineroFormat),
         OtherParts: Dinero().toFormat(CCDineroFormat), //Check Synergy
-        OtherCosts: repairCosts.PartsOtherCost.toFormat(CCDineroFormat),
+        OtherCost: repairCosts.PartsOtherCost.toFormat(CCDineroFormat),
         Sublet: repairCosts.SubletTotalCost.toFormat(CCDineroFormat),
         Towing: repairCosts.TowingTotalCost.toFormat(CCDineroFormat),
         Storage: repairCosts.StorageTotalCost.toFormat(CCDineroFormat),