Merged in release/2026-02-13 (pull request #2999)

Release/2026 02 13 into master-AIO - IO-3503, IO-3510, IO-3521, IO-3533, IO-3551, IO-3556, IO-3557, IO-3558

.ebignore

@@ -13,4 +13,5 @@
 .env.development.local
 .env.test.local
 .env.production.local
-bodyshop_translations.babel
+.env.localstack.docker
+bodyshop_translations.babel

client/src/components/accounting-payables-table/accounting-payables-table.component.jsx

@@ -182,7 +182,7 @@ export function AccountingPayablesTableComponent({ bodyshop, loading, bills, ref
       <Table
         loading={loading}
         dataSource={dataSource}
-        pagination={{ placement: "top", pageSize: exportPageLimit }}
+        pagination={{ placement: "top", pageSize: exportPageLimit, showSizeChanger: false }}
         columns={columns}
         rowKey="id"
         onChange={handleTableChange}

client/src/components/accounting-payments-table/accounting-payments-table.component.jsx

@@ -195,7 +195,7 @@ export function AccountingPayablesTableComponent({ bodyshop, loading, payments,
       <Table
         loading={loading}
         dataSource={dataSource}
-        pagination={{ placement: "top", pageSize: exportPageLimit }}
+        pagination={{ placement: "top", pageSize: exportPageLimit, showSizeChanger: false }}
         columns={columns}
         rowKey="id"
         onChange={handleTableChange}

client/src/components/accounting-receivables-table/accounting-receivables-table.component.jsx

@@ -212,7 +212,7 @@ export function AccountingReceivablesTableComponent({ bodyshop, loading, jobs, r
       <Table
         loading={loading}
         dataSource={dataSource}
-        pagination={{ placement: "top", pageSize: exportPageLimit }}
+        pagination={{ placement: "top", pageSize: exportPageLimit, showSizeChanger: false }}
         columns={columns}
         rowKey="id"
         onChange={handleTableChange}

client/src/components/bill-form/bill-form.lines.component.jsx

@@ -336,7 +336,7 @@ export function BillEnterModalLinesComponent({
                     controls={false}
                     tabIndex={0}
                     style={{ width: "100%", height: CONTROL_HEIGHT }}
-                    // NOTE: No auto-fill on focus/blur; only triggered from Retail on Tab
+                    onFocus={() => autofillActualCost(index)}
                   />
                 </Form.Item>
               </div>

client/src/components/dms-customer-selector/dms-customer-selector.component.jsx

@@ -23,13 +23,13 @@ export default connect(mapStateToProps, mapDispatchToProps)(DmsCustomerSelector)
  * @constructor
  */
 export function DmsCustomerSelector(props) {
-  const { bodyshop, jobid, socket, rrOptions = {} } = props;
+  const { bodyshop, jobid, job, socket, rrOptions = {} } = props;
 
   // Centralized "mode" (provider + transport)
   const mode = props.mode;
 
   // Stable base props for children
-  const base = useMemo(() => ({ bodyshop, jobid, socket }), [bodyshop, jobid, socket]);
+  const base = useMemo(() => ({ bodyshop, jobid, job, socket }), [bodyshop, jobid, job, socket]);
 
   switch (mode) {
     case DMS_MAP.reynolds: {

client/src/components/dms-customer-selector/rr-customer-selector.jsx

@@ -1,4 +1,4 @@
-import { Alert, Button, Checkbox, Col, message, Space, Table } from "antd";
+import { Alert, Button, Checkbox, message, Modal, Space, Table } from "antd";
 import { useEffect, useMemo, useState } from "react";
 import { useTranslation } from "react-i18next";
 import { alphaSort } from "../../utils/sorters";
@@ -47,6 +47,7 @@ const rrAddressToString = (addr) => {
 export default function RRCustomerSelector({
   jobid,
   socket,
+  job,
   rrOpenRoLimit = false,
   onRrOpenRoFinished,
   rrValidationPending = false,
@@ -59,15 +60,26 @@ export default function RRCustomerSelector({
   const [refreshing, setRefreshing] = useState(false);
 
   // Show dialog automatically when validation is pending
+  // BUT: skip this for early RO flow (job already has dms_id)
   useEffect(() => {
-    if (rrValidationPending) setOpen(true);
+    if (rrValidationPending && !job?.dms_id) {
-  }, [rrValidationPending]);
+      setOpen(true);
+    }
+  }, [rrValidationPending, job?.dms_id]);
 
   // Listen for RR customer selection list
   useEffect(() => {
     if (!socket) return;
     const handleRrSelectCustomer = (list) => {
       const normalized = normalizeRrList(list);
+      
+      // If list is empty, it means early RO exists and customer selection should be skipped
+      // Don't open the modal in this case
+      if (normalized.length === 0) {
+        setRefreshing(false);
+        return;
+      }
+      
       setOpen(true);
       setCustomerList(normalized);
       const firstOwner = normalized.find((r) => r.vinOwner)?.custNo;
@@ -127,6 +139,10 @@ export default function RRCustomerSelector({
     });
   };
 
+  const handleClose = () => {
+    setOpen(false);
+  };
+
   const refreshRrSearch = () => {
     setRefreshing(true);
     const to = setTimeout(() => setRefreshing(false), 12000);
@@ -141,8 +157,6 @@ export default function RRCustomerSelector({
     socket.emit("rr-export-job", { jobId: jobid });
   };
 
-  if (!open) return null;
-
   const columns = [
     { title: t("jobs.fields.dms.id"), dataIndex: "custNo", key: "custNo" },
     {
@@ -169,8 +183,45 @@ export default function RRCustomerSelector({
     return !rrOwnerSet.has(String(record.custNo));
   };
 
+  // For early RO flow: show validation banner even when modal is closed
+  if (!open) {
+    if (rrValidationPending && job?.dms_id) {
+      return (
+        <div style={{ marginBottom: 16 }}>
+          <Alert
+            type="info"
+            showIcon
+            title="Complete Validation in Reynolds"
+            description={
+              <div style={{ display: "flex", flexDirection: "column", gap: 8 }}>
+                <div>
+                  We created the Repair Order. Please validate the totals and taxes in the DMS system. When done,
+                  click <strong>Finished</strong> to finalize and mark this export as complete.
+                </div>
+                <div>
+                  <Space>
+                    <Button type="primary" onClick={onValidationFinished}>
+                      Finished
+                    </Button>
+                  </Space>
+                </div>
+              </div>
+            }
+          />
+        </div>
+      );
+    }
+    return null;
+  }
+
   return (
-    <Col span={24}>
+    <Modal
+      open={open}
+      onCancel={handleClose}
+      footer={null}
+      width={800}
+      title={t("dms.selectCustomer")}
+    >
       <Table
         title={() => (
           <div style={{ display: "flex", flexDirection: "column", gap: 8 }}>
@@ -196,8 +247,8 @@ export default function RRCustomerSelector({
               />
             )}
 
-            {/* Validation step banner */}
+            {/* Validation step banner - only show for NON-early RO flow (legacy) */}
-            {rrValidationPending && (
+            {rrValidationPending && !job?.dms_id && (
               <Alert
                 type="info"
                 showIcon
@@ -262,6 +313,6 @@ export default function RRCustomerSelector({
           getCheckboxProps: (record) => ({ disabled: rrDisableRow(record) })
         }}
       />
-    </Col>
+    </Modal>
   );
 }

client/src/components/dms-log-events/dms-log-events.component.jsx

@@ -69,7 +69,7 @@ export function DmsLogEvents({
         return {
           key: idx,
           color: logLevelColor(level),
-          children: (
+          content: (
             <Space orientation="vertical" size={4} style={{ display: "flex" }}>
               {/* Row 1: summary + inline "Details" toggle */}
               <Space wrap align="start">
@@ -113,7 +113,7 @@ export function DmsLogEvents({
     [logs, openSet, colorizeJson, isDarkMode, showDetails]
   );
 
-  return <Timeline pending reverse items={items} />;
+  return <Timeline reverse items={items} />;
 }
 
 /**

client/src/components/dms-post-form/rr-dms-post-form.jsx

@@ -208,8 +208,18 @@ export default function RRPostForm({
     });
   };
 
+  // Check if early RO was created (job has all early RO fields)
+  const hasEarlyRO = !!(job?.dms_id && job?.dms_customer_id && job?.dms_advisor_id);
+
   return (
     <Card title={t("jobs.labels.dms.postingform")}>
+      {hasEarlyRO && (
+        <Typography.Paragraph type="success" strong style={{ marginBottom: 16 }}>
+          ✅ {t("jobs.labels.dms.earlyro.created")} {job.dms_id}
+          <br />
+          <Typography.Text type="secondary">{t("jobs.labels.dms.earlyro.willupdate")}</Typography.Text>
+        </Typography.Paragraph>
+      )}
       <Form
         form={form}
         layout="vertical"
@@ -218,96 +228,96 @@ export default function RRPostForm({
         initialValues={initialValues}
       >
         <Row gutter={[16, 12]} align="bottom">
-          {/* Advisor + inline Refresh */}
+          {/* Advisor + inline Refresh - Only show if no early RO */}
-          <Col xs={24} sm={24} md={12} lg={8}>
+          {!hasEarlyRO && (
-            <Form.Item label={t("jobs.fields.dms.advisor")} required>
+            <Col xs={24} sm={24} md={12} lg={8}>
-              <Space.Compact block>
+              <Form.Item label={t("jobs.fields.dms.advisor")} required>
-                <Form.Item
+                <Space.Compact block>
-                  name="advisorNo"
+                  <Form.Item
-                  noStyle
+                    name="advisorNo"
-                  rules={[{ required: true, message: t("general.validation.required") }]}
+                    noStyle
-                >
+                    rules={[{ required: true, message: t("general.validation.required") }]}
-                  <Select
+                  >
-                    style={{ flex: 1 }}
+                    <Select
-                    loading={advLoading}
+                      style={{ flex: 1 }}
-                    allowClear
+                      loading={advLoading}
-                    placeholder={t("general.actions.select", "Select...")}
+                      allowClear
-                    popupMatchSelectWidth
+                      placeholder={t("general.actions.select", "Select...")}
-                    options={advisors
+                      popupMatchSelectWidth
-                      .map((a) => {
+                      options={advisors
-                        const value = getAdvisorNumber(a);
+                        .map((a) => {
-                        if (value == null) return null;
+                          const value = getAdvisorNumber(a);
-                        return { value: String(value), label: getAdvisorLabel(a) || String(value) };
+                          if (value == null) return null;
-                      })
+                          return { value: String(value), label: getAdvisorLabel(a) || String(value) };
-                      .filter(Boolean)}
+                        })
-                    notFoundContent={advLoading ? t("general.labels.loading") : t("general.labels.none")}
+                        .filter(Boolean)}
-                  />
+                      notFoundContent={advLoading ? t("general.labels.loading") : t("general.labels.none")}
-                </Form.Item>
+                    />
-                <Tooltip title={t("general.actions.refresh")}>
+                  </Form.Item>
-                  <Button
+                  <Tooltip title={t("general.actions.refresh")}>
-                    aria-label={t("general.actions.refresh")}
-                    icon={<ReloadOutlined />}
-                    onClick={() => fetchRrAdvisors(true)}
-                    loading={advLoading}
-                  />
-                </Tooltip>
-              </Space.Compact>
-            </Form.Item>
-          </Col>
-
-          {/* RR OpCode (prefix / base / suffix) */}
-          <Col xs={24} sm={12} md={12} lg={8}>
-            <Form.Item
-              required
-              label={
-                <Space size="small" align="center">
-                  {t("jobs.fields.dms.rr_opcode", "RR OpCode")}
-                  {isCustomOpCode && (
                     <Button
-                      type="link"
+                      aria-label={t("general.actions.refresh")}
-                      size="small"
+                      icon={<ReloadOutlined />}
-                      icon={<RollbackOutlined />}
+                      onClick={() => fetchRrAdvisors(true)}
-                      onClick={handleResetOpCode}
+                      loading={advLoading}
-                      style={{ padding: 0 }}
+                    />
-                    >
+                  </Tooltip>
-                      {t("jobs.fields.dms.rr_opcode_reset", "Reset")}
+                </Space.Compact>
-                    </Button>
+              </Form.Item>
-                  )}
+            </Col>
-                </Space>
+          )}
-              }
+
-            >
+          {/* RR OpCode (prefix / base / suffix) - Only show if no early RO */}
-              <Space.Compact block>
+          {!hasEarlyRO && (
-                <Form.Item name="opPrefix" noStyle>
+            <Col xs={24} sm={12} md={12} lg={8}>
-                  <Input
+              <Form.Item
-                    allowClear
+                required
-                    maxLength={4}
+                label={
-                    style={{ width: "30%" }}
+                  <Space size="small" align="center">
-                    placeholder={t("jobs.fields.dms.rr_opcode_prefix", "Prefix")}
+                    {t("jobs.fields.dms.rr_opcode", "RR OpCode")}
-                  />
+                    {isCustomOpCode && (
-                </Form.Item>
+                      <Button
-                <Form.Item
+                        type="link"
-                  name="opBase"
+                        size="small"
-                  noStyle
+                        icon={<RollbackOutlined />}
-                  rules={[{ required: true, message: t("general.validation.required") }]}
+                        onClick={handleResetOpCode}
-                >
+                        style={{ padding: 0 }}
-                  <Input
+                      >
-                    allowClear
+                        {t("jobs.fields.dms.rr_opcode_reset", "Reset")}
-                    maxLength={10}
+                      </Button>
-                    style={{ width: "40%" }}
+                    )}
-                    placeholder={t("jobs.fields.dms.rr_opcode_base", "Base")}
+                  </Space>
-                  />
+                }
-                </Form.Item>
+              >
-                <Form.Item name="opSuffix" noStyle>
+                <Space.Compact block>
-                  <Input
+                  <Form.Item name="opPrefix" noStyle>
-                    allowClear
+                    <Input
-                    maxLength={4}
+                      allowClear
-                    style={{ width: "30%" }}
+                      maxLength={4}
-                    placeholder={t("jobs.fields.dms.rr_opcode_suffix", "Suffix")}
+                      style={{ width: "30%" }}
-                  />
+                      placeholder={t("jobs.fields.dms.rr_opcode_prefix", "Prefix")}
-                </Form.Item>
+                    />
-              </Space.Compact>
+                  </Form.Item>
-            </Form.Item>
+                  <Form.Item name="opBase" noStyle rules={[{ required: true }]}>
-          </Col>
+                    <Input
+                      allowClear
+                      maxLength={10}
+                      style={{ width: "40%" }}
+                      placeholder={t("jobs.fields.dms.rr_opcode_base", "Base")}
+                    />
+                  </Form.Item>
+                  <Form.Item name="opSuffix" noStyle>
+                    <Input
+                      allowClear
+                      maxLength={4}
+                      style={{ width: "30%" }}
+                      placeholder={t("jobs.fields.dms.rr_opcode_suffix", "Suffix")}
+                    />
+                  </Form.Item>
+                </Space.Compact>
+              </Form.Item>
+            </Col>
+          )}
 
           <Col xs={12} sm={8} md={6} lg={4}>
             <Form.Item name="kmin" label={t("jobs.fields.kmin")} initialValue={job?.kmin} rules={[{ required: true }]}>
@@ -355,13 +365,14 @@ export default function RRPostForm({
         {/* Validation  */}
         <Form.Item shouldUpdate>
           {() => {
-            const advisorOk = !!form.getFieldValue("advisorNo");
+            // When early RO exists, advisor is already set, so we don't need to validate it
+            const advisorOk = hasEarlyRO ? true : !!form.getFieldValue("advisorNo");
             return (
               <Space size="large" wrap align="center">
                 <Statistic title={t("jobs.labels.subtotal")} value={totals.totalSale.toFormat()} />
                 <Typography.Title>=</Typography.Title>
-                <Button disabled={!advisorOk} htmlType="submit">
+                <Button disabled={!advisorOk} htmlType="submit" type={hasEarlyRO ? "default" : "primary"}>
-                  {t("jobs.actions.dms.post")}
+                  {hasEarlyRO ? t("jobs.actions.dms.update_ro") : t("jobs.actions.dms.post")}
                 </Button>
               </Space>
             );

client/src/components/dms-post-form/rr-early-ro-form.jsx

@@ -0,0 +1,367 @@
+import { ReloadOutlined } from "@ant-design/icons";
+import { Alert, Button, Form, Input, InputNumber, Modal, Radio, Select, Space, Table, Typography } from "antd";
+import { useEffect, useMemo, useState } from "react";
+
+// Simple customer selector table
+function CustomerSelectorTable({ customers, onSelect, isSubmitting }) {
+  const [selectedCustNo, setSelectedCustNo] = useState(null);
+
+  const columns = [
+    {
+      title: "Select",
+      key: "select",
+      width: 80,
+      render: (_, record) => (
+        <Radio checked={selectedCustNo === record.custNo} onChange={() => setSelectedCustNo(record.custNo)} />
+      )
+    },
+    { title: "Customer ID", dataIndex: "custNo", key: "custNo" },
+    { title: "Name", dataIndex: "name", key: "name" },
+    {
+      title: "VIN Owner",
+      key: "vinOwner",
+      render: (_, record) => (record.vinOwner || record.isVehicleOwner ? "Yes" : "No")
+    }
+  ];
+
+  return (
+    <div>
+      <Table columns={columns} dataSource={customers} rowKey="custNo" pagination={false} size="small" />
+      <div style={{ marginTop: 16, display: "flex", gap: 8 }}>
+        <Button
+          type="primary"
+          onClick={() => onSelect(selectedCustNo, false)}
+          disabled={!selectedCustNo || isSubmitting}
+          loading={isSubmitting}
+        >
+          Use Selected Customer
+        </Button>
+        <Button onClick={() => onSelect(null, true)} disabled={isSubmitting} loading={isSubmitting}>
+          Create New Customer
+        </Button>
+      </div>
+    </div>
+  );
+}
+
+/**
+ * RR Early RO Creation Form
+ * Used from convert button or admin page to create minimal RO before full export
+ * @param bodyshop
+ * @param socket
+ * @param job
+ * @param onSuccess - callback when RO is created successfully
+ * @param onCancel - callback to close modal
+ * @param showCancelButton - whether to show cancel button
+ * @returns {JSX.Element}
+ * @constructor
+ */
+export default function RREarlyROForm({ bodyshop, socket, job, onSuccess, onCancel, showCancelButton = true }) {
+  const [form] = Form.useForm();
+
+  // Advisors
+  const [advisors, setAdvisors] = useState([]);
+  const [advLoading, setAdvLoading] = useState(false);
+
+  // Customer selection
+  const [customerCandidates, setCustomerCandidates] = useState([]);
+  const [showCustomerSelector, setShowCustomerSelector] = useState(false);
+
+  // Loading and success states
+  const [isSubmitting, setIsSubmitting] = useState(false);
+  const [earlyRoCreated, setEarlyRoCreated] = useState(!!job?.dms_id);
+  const [createdRoNumber, setCreatedRoNumber] = useState(job?.dms_id || null);
+
+  // Derive default OpCode parts from bodyshop config (matching dms.container.jsx logic)
+  const initialValues = useMemo(() => {
+    const cfg = bodyshop?.rr_configuration || {};
+    const defaults =
+      cfg.opCodeDefault ||
+      cfg.op_code_default ||
+      cfg.op_codes?.default ||
+      cfg.defaults?.opCode ||
+      cfg.defaults ||
+      cfg.default ||
+      {};
+
+    const prefix = defaults.prefix ?? defaults.opCodePrefix ?? "";
+    const base = defaults.base ?? defaults.opCodeBase ?? "";
+    const suffix = defaults.suffix ?? defaults.opCodeSuffix ?? "";
+
+    return {
+      kmin: job?.kmin || 0,
+      opPrefix: prefix,
+      opBase: base,
+      opSuffix: suffix
+    };
+  }, [bodyshop, job]);
+
+  const getAdvisorNumber = (a) => a?.advisorId;
+  const getAdvisorLabel = (a) => `${a?.firstName || ""} ${a?.lastName || ""}`.trim();
+
+  const fetchRrAdvisors = (refresh = false) => {
+    if (!socket) return;
+    setAdvLoading(true);
+
+    const onResult = (payload) => {
+      try {
+        const list = payload?.result ?? payload ?? [];
+        setAdvisors(Array.isArray(list) ? list : []);
+      } finally {
+        setAdvLoading(false);
+        socket.off("rr-get-advisors:result", onResult);
+      }
+    };
+
+    socket.once("rr-get-advisors:result", onResult);
+    socket.emit("rr-get-advisors", { departmentType: "B", refresh }, (ack) => {
+      if (ack?.ok) {
+        const list = ack.result ?? [];
+        setAdvisors(Array.isArray(list) ? list : []);
+      } else if (ack) {
+        console.error("Error fetching RR Advisors:", ack.error);
+      }
+      setAdvLoading(false);
+      socket.off("rr-get-advisors:result", onResult);
+    });
+  };
+
+  useEffect(() => {
+    fetchRrAdvisors(false);
+  }, [bodyshop?.id, socket]);
+
+  const handleStartEarlyRO = async (values) => {
+    if (!socket) {
+      console.error("Socket not available");
+      return;
+    }
+
+    setIsSubmitting(true);
+
+    const txEnvelope = {
+      advisorNo: values.advisorNo,
+      story: values.story || "",
+      kmin: values.kmin || job?.kmin || 0,
+      opPrefix: values.opPrefix || "",
+      opBase: values.opBase || "",
+      opSuffix: values.opSuffix || ""
+    };
+
+    // Emit the early RO creation request
+    socket.emit("rr-create-early-ro", {
+      jobId: job.id,
+      txEnvelope
+    });
+
+    // Wait for customer selection
+    const customerListener = (candidates) => {
+      console.log("Received rr-select-customer event with candidates:", candidates);
+      setCustomerCandidates(candidates || []);
+      setShowCustomerSelector(true);
+      setIsSubmitting(false);
+      socket.off("rr-select-customer", customerListener);
+    };
+
+    socket.once("rr-select-customer", customerListener);
+
+    // Handle failures
+    const failureListener = (payload) => {
+      if (payload?.jobId === job.id) {
+        console.error("Early RO creation failed:", payload.error);
+        alert(`Failed to create early RO: ${payload.error}`);
+        setIsSubmitting(false);
+        setShowCustomerSelector(false);
+        socket.off("export-failed", failureListener);
+        socket.off("rr-select-customer", customerListener);
+      }
+    };
+
+    socket.once("export-failed", failureListener);
+  };
+
+  const handleCustomerSelected = (custNo, createNew = false) => {
+    if (!socket) return;
+
+    console.log("handleCustomerSelected called:", { custNo, createNew, custNoType: typeof custNo });
+
+    setIsSubmitting(true);
+    setShowCustomerSelector(false);
+
+    const payload = {
+      jobId: job.id,
+      custNo: createNew ? null : custNo,
+      create: createNew
+    };
+
+    console.log("Emitting rr-early-customer-selected:", payload);
+
+    // Emit customer selection
+    socket.emit("rr-early-customer-selected", payload, (ack) => {
+      console.log("Received ack from rr-early-customer-selected:", ack);
+      setIsSubmitting(false);
+
+      if (ack?.ok) {
+        const roNumber = ack.dmsRoNo || ack.outsdRoNo;
+        setEarlyRoCreated(true);
+        setCreatedRoNumber(roNumber);
+        onSuccess?.({ roNumber, ...ack });
+      } else {
+        alert(`Failed to create early RO: ${ack?.error || "Unknown error"}`);
+      }
+    });
+
+    // Also listen for socket events
+    const successListener = (payload) => {
+      if (payload?.jobId === job.id) {
+        const roNumber = payload.dmsRoNo || payload.outsdRoNo;
+        console.log("Early RO created:", roNumber);
+        socket.off("rr-early-ro-created", successListener);
+        socket.off("export-failed", failureListener);
+      }
+    };
+
+    const failureListener = (payload) => {
+      if (payload?.jobId === job.id) {
+        console.error("Early RO creation failed:", payload.error);
+        setIsSubmitting(false);
+        setEarlyRoCreated(false);
+        socket.off("rr-early-ro-created", successListener);
+        socket.off("export-failed", failureListener);
+      }
+    };
+
+    socket.once("rr-early-ro-created", successListener);
+    socket.once("export-failed", failureListener);
+  };
+
+  // If early RO already created, show success message
+  if (earlyRoCreated) {
+    return (
+      <Alert
+        title="Early Reynolds RO Created"
+        description={`RO Number: ${createdRoNumber || "N/A"} - You can now convert the job.`}
+        type="success"
+        showIcon
+        style={{ marginBottom: 16 }}
+      />
+    );
+  }
+
+  // If showing customer selector, render modal
+  if (showCustomerSelector) {
+    return (
+      <>
+        <Typography.Title level={5}>Create Early Reynolds RO</Typography.Title>
+        <Typography.Paragraph type="secondary">Waiting for customer selection...</Typography.Paragraph>
+
+        <Modal
+          title="Select Customer for Early RO"
+          open={true}
+          width={800}
+          footer={null}
+          onCancel={() => {
+            setShowCustomerSelector(false);
+            setIsSubmitting(false);
+          }}
+        >
+          <CustomerSelectorTable
+            customers={customerCandidates}
+            onSelect={handleCustomerSelected}
+            isSubmitting={isSubmitting}
+          />
+        </Modal>
+      </>
+    );
+  }
+
+  // Handle manual submit (since we can't nest forms)
+  const handleManualSubmit = async () => {
+    try {
+      const values = await form.validateFields();
+      handleStartEarlyRO(values);
+    } catch (error) {
+      console.error("Validation failed:", error);
+    }
+  };
+
+  // Show the form
+  return (
+    <div style={{ marginTop: 16 }}>
+      <Typography.Title level={5}>Create Early Reynolds RO</Typography.Title>
+      <Typography.Paragraph type="secondary" style={{ fontSize: "12px" }}>
+        Complete this section to create a minimal RO in Reynolds before converting the job.
+      </Typography.Paragraph>
+
+      <Form form={form} layout="vertical" component={false} initialValues={initialValues}>
+        <Form.Item name="advisorNo" label="Advisor" rules={[{ required: true, message: "Please select an advisor" }]}>
+          <Select
+            showSearch={{
+              optionFilterProp: "children",
+              filterOption: (input, option) => (option?.children?.toLowerCase() ?? "").includes(input.toLowerCase())
+            }}
+            loading={advLoading}
+            placeholder="Select advisor..."
+            popupRender={(menu) => (
+              <>
+                {menu}
+                <Button
+                  type="link"
+                  icon={<ReloadOutlined />}
+                  onClick={() => fetchRrAdvisors(true)}
+                  style={{ width: "100%", textAlign: "left" }}
+                >
+                  Refresh Advisors
+                </Button>
+              </>
+            )}
+          >
+            {advisors.map((adv) => (
+              <Select.Option key={getAdvisorNumber(adv)} value={getAdvisorNumber(adv)}>
+                {getAdvisorLabel(adv)}
+              </Select.Option>
+            ))}
+          </Select>
+        </Form.Item>
+
+        <Form.Item
+          name="kmin"
+          label="Mileage In"
+          rules={[
+            { required: true, message: "Please enter initial mileage" },
+            { type: "number", min: 1, message: "Mileage must be greater than 0" }
+          ]}
+        >
+          <InputNumber min={1} style={{ width: "100%" }} />
+        </Form.Item>
+
+        {/* RR OpCode (prefix / base / suffix) */}
+        <Form.Item required label="RR OpCode">
+          <Space.Compact block>
+            <Form.Item name="opPrefix" noStyle>
+              <Input allowClear maxLength={4} style={{ width: "30%" }} placeholder="Prefix" />
+            </Form.Item>
+            <Form.Item name="opBase" noStyle rules={[{ required: true, message: "Base Required" }]}>
+              <Input allowClear maxLength={10} style={{ width: "40%" }} placeholder="Base" />
+            </Form.Item>
+            <Form.Item name="opSuffix" noStyle>
+              <Input allowClear maxLength={4} style={{ width: "30%" }} placeholder="Suffix" />
+            </Form.Item>
+          </Space.Compact>
+        </Form.Item>
+
+        <Form.Item name="story" label="Comments / Story (Optional)">
+          <Input.TextArea rows={2} maxLength={240} showCount placeholder="Enter comments or story..." />
+        </Form.Item>
+
+        <div style={{ marginTop: 16 }}>
+          <Space>
+            <Button type="primary" onClick={handleManualSubmit} loading={isSubmitting} disabled={advLoading}>
+              Create Early RO
+            </Button>
+            {showCancelButton && <Button onClick={onCancel}>Cancel</Button>}
+          </Space>
+        </div>
+      </Form>
+    </div>
+  );
+}

client/src/components/dms-post-form/rr-early-ro-modal.jsx

@@ -0,0 +1,33 @@
+import { Modal } from "antd";
+import RREarlyROForm from "./rr-early-ro-form";
+
+/**
+ * Modal wrapper for RR Early RO Creation Form
+ * @param open - boolean to control modal visibility
+ * @param onClose - callback when modal is closed
+ * @param onSuccess - callback when RO is created successfully
+ * @param bodyshop - bodyshop object
+ * @param socket - socket.io connection
+ * @param job - job object
+ * @returns {JSX.Element}
+ * @constructor
+ */
+export default function RREarlyROModal({ open, onClose, onSuccess, bodyshop, socket, job }) {
+  const handleSuccess = (result) => {
+    onSuccess?.(result);
+    onClose?.();
+  };
+
+  return (
+    <Modal
+      open={open}
+      onCancel={onClose}
+      footer={null}
+      width={700}
+      destroyOnHidden
+      title="Create Reynolds Repair Order"
+    >
+      <RREarlyROForm bodyshop={bodyshop} socket={socket} job={job} onSuccess={handleSuccess} onCancel={onClose} />
+    </Modal>
+  );
+}

client/src/components/jobs-close-lines/jobs-close-lines.component.jsx

@@ -42,11 +42,11 @@ export function JobsCloseLines({ bodyshop, job, jobRO }) {
               <tbody>
                 {fields.map((field, index) => (
                   <tr key={field.key}>
-                    {/* Hidden field to preserve jobline ID */}
-                    <Form.Item hidden name={[field.name, "id"]}>
-                      <input />
-                    </Form.Item>
                     <td>
+                      {/* Hidden field to preserve jobline ID without injecting a div under <tr> */}
+                      <Form.Item noStyle name={[field.name, "id"]}>
+                        <input type="hidden" />
+                      </Form.Item>
                       <Form.Item
                         //   label={t("joblines.fields.line_desc")}
                         key={`${index}line_desc`}

client/src/components/jobs-convert-button/jobs-convert-button.component.jsx

@@ -1,18 +1,22 @@
 import { useMutation } from "@apollo/client/react";
-import { Button, Form, Input, Popover, Select, Space, Switch } from "antd";
+import { Button, Divider, Form, Input, Modal, Select, Space, Switch } from "antd";
 import axios from "axios";
 import { some } from "lodash";
 import { useCallback, useState } from "react";
 import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
+import { useTreatmentsWithConfig } from "@splitsoftware/splitio-react";
 import { CONVERT_JOB_TO_RO } from "../../graphql/jobs.queries";
 import { insertAuditTrail } from "../../redux/application/application.actions";
 import { selectJobReadOnly } from "../../redux/application/application.selectors";
 import { selectBodyshop } from "../../redux/user/user.selectors";
 import AuditTrailMapping from "../../utils/AuditTrailMappings";
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
+import { DMS_MAP, getDmsMode } from "../../utils/dmsUtils";
 import { useNotification } from "../../contexts/Notifications/notificationContext.jsx";
+import { useSocket } from "../../contexts/SocketIO/useSocket.js";
+import RREarlyROForm from "../dms-post-form/rr-early-ro-form";
 
 const mapStateToProps = createStructuredSelector({
   //currentUser: selectCurrentUser
@@ -33,11 +37,27 @@ const mapDispatchToProps = (dispatch) => ({
 export function JobsConvertButton({ bodyshop, job, refetch, jobRO, insertAuditTrail, parentFormIsFieldsTouched }) {
   const [open, setOpen] = useState(false);
   const [loading, setLoading] = useState(false);
+  const [earlyRoCreated, setEarlyRoCreated] = useState(!!job?.dms_id); // Track early RO creation state
+  const [earlyRoCreatedThisSession, setEarlyRoCreatedThisSession] = useState(false); // Track if created in THIS modal session
   const [mutationConvertJob] = useMutation(CONVERT_JOB_TO_RO);
   const { t } = useTranslation();
   const [form] = Form.useForm();
   const notification = useNotification();
   const allFormValues = Form.useWatch([], form);
+  const { socket } = useSocket(); // Extract socket from context
+
+  // Get Fortellis treatment for proper DMS mode detection
+  const {
+    treatments: { Fortellis }
+  } = useTreatmentsWithConfig({
+    attributes: {},
+    names: ["Fortellis"],
+    splitKey: bodyshop?.imexshopid
+  });
+
+  // Check if bodyshop has Reynolds integration using the proper getDmsMode function
+  const dmsMode = getDmsMode(bodyshop, Fortellis.treatment);
+  const isReynoldsMode = dmsMode === DMS_MAP.reynolds;
 
   const handleConvert = async ({ employee_csr, category, ...values }) => {
     if (parentFormIsFieldsTouched()) {
@@ -82,177 +102,227 @@ export function JobsConvertButton({ bodyshop, job, refetch, jobRO, insertAuditTr
 
   const submitDisabled = useCallback(() => some(allFormValues, (v) => v === undefined), [allFormValues]);
 
-  const popMenu = (
+  const handleEarlyROSuccess = (result) => {
-    <div>
+    setEarlyRoCreated(true); // Mark early RO as created
-      <Form
+    setEarlyRoCreatedThisSession(true); // Mark as created in this session
-        layout="vertical"
+    notification.success({
-        form={form}
+      title: t("jobs.successes.early_ro_created"),
-        onFinish={handleConvert}
+      description: `RO Number: ${result.roNumber || "N/A"}`
-        initialValues={{
+    });
-          driveable: true,
+    // Delay refetch to keep success message visible for 2 seconds
-          towin: job.towin,
+    setTimeout(() => {
-          ca_gst_registrant: job.ca_gst_registrant,
+      refetch?.();
-          employee_csr: job.employee_csr,
+    }, 2000);
-          category: job.category,
+  };
-          referral_source: job.referral_source,
+
-          referral_source_extra: job.referral_source_extra ?? ""
+  const handleModalClose = () => {
+    setOpen(false);
+  };
+
+  if (job.converted) return <></>;
+
+  return (
+    <>
+      <Button
+        key="convert"
+        type="primary"
+        danger
+        disabled={job.converted || jobRO}
+        loading={loading}
+        onClick={() => {
+          setEarlyRoCreated(!!job?.dms_id); // Initialize state based on current job
+          setEarlyRoCreatedThisSession(false); // Reset session state when opening modal
+          setOpen(true);
         }}
       >
-        <Form.Item
+        {t("jobs.actions.convert")}
-          name={["ins_co_nm"]}
+      </Button>
-          label={t("jobs.fields.ins_co_nm")}
+
-          rules={[
+      {/* Convert Job Modal */}
-            {
+      <Modal
-              required: true
+        open={open}
-              //message: t("general.validation.required"),
+        onCancel={handleModalClose}
-            }
+        closable={!(earlyRoCreatedThisSession && !job.converted)} // Only restrict if created in THIS session
-          ]}
+        maskClosable={!(earlyRoCreatedThisSession && !job.converted)} // Only restrict if created in THIS session
+        title={t("jobs.actions.convert")}
+        footer={null}
+        width={700}
+        destroyOnHidden
+      >
+        {/* Standard Convert Form */}
+        <Form
+          layout="vertical"
+          form={form}
+          onFinish={handleConvert}
+          initialValues={{
+            driveable: true,
+            towin: job.towin,
+            ca_gst_registrant: job.ca_gst_registrant,
+            employee_csr: job.employee_csr,
+            category: job.category,
+            referral_source: job.referral_source,
+            referral_source_extra: job.referral_source_extra ?? ""
+          }}
         >
-          <Select showSearch>
+          {/* Show Reynolds Early RO section at the top if applicable */}
-            {bodyshop.md_ins_cos.map((s, i) => (
+          {isReynoldsMode && !job.dms_id && !earlyRoCreated && (
-              <Select.Option key={i} value={s.name}>
+            <>
-                {s.name}
+              <RREarlyROForm
-              </Select.Option>
+                bodyshop={bodyshop}
-            ))}
+                socket={socket}
-          </Select>
+                job={job}
-        </Form.Item>
+                onSuccess={handleEarlyROSuccess}
-        {bodyshop.enforce_class && (
+                showCancelButton={false}
+              />
+              <Divider />
+            </>
+          )}
+
           <Form.Item
-            name={"class"}
+            name={["ins_co_nm"]}
-            label={t("jobs.fields.class")}
+            label={t("jobs.fields.ins_co_nm")}
             rules={[
               {
-                required: bodyshop.enforce_class
+                required: true
                 //message: t("general.validation.required"),
               }
             ]}
           >
-            <Select>
+            <Select showSearch>
-              {bodyshop.md_classes.map((s) => (
+              {bodyshop.md_ins_cos.map((s, i) => (
-                <Select.Option key={s} value={s}>
+                <Select.Option key={i} value={s.name}>
-                  {s}
+                  {s.name}
                 </Select.Option>
               ))}
             </Select>
           </Form.Item>
-        )}
+          {bodyshop.enforce_class && (
-        {bodyshop.enforce_referral && (
-          <>
             <Form.Item
-              name={"referral_source"}
+              name={"class"}
-              label={t("jobs.fields.referralsource")}
+              label={t("jobs.fields.class")}
               rules={[
                 {
-                  required: bodyshop.enforce_referral
+                  required: bodyshop.enforce_class
                   //message: t("general.validation.required"),
                 }
               ]}
             >
               <Select>
-                {bodyshop.md_referral_sources.map((s) => (
+                {bodyshop.md_classes.map((s) => (
                   <Select.Option key={s} value={s}>
                     {s}
                   </Select.Option>
                 ))}
               </Select>
             </Form.Item>
-            <Form.Item label={t("jobs.fields.referral_source_extra")} name="referral_source_extra">
+          )}
-              <Input />
+          {bodyshop.enforce_referral && (
-            </Form.Item>
+            <>
-          </>
+              <Form.Item
-        )}
+                name={"referral_source"}
-        {bodyshop.enforce_conversion_csr && (
+                label={t("jobs.fields.referralsource")}
-          <Form.Item
+                rules={[
-            name={"employee_csr"}
+                  {
-            label={t(
+                    required: bodyshop.enforce_referral
-              InstanceRenderManager({
+                    //message: t("general.validation.required"),
-                imex: "jobs.fields.employee_csr",
+                  }
-                rome: "jobs.fields.employee_csr_writer"
+                ]}
-              })
+              >
-            )}
+                <Select>
-            rules={[
+                  {bodyshop.md_referral_sources.map((s) => (
-              {
+                    <Select.Option key={s} value={s}>
-                required: bodyshop.enforce_conversion_csr
+                      {s}
-                //message: t("general.validation.required"),
+                    </Select.Option>
-              }
+                  ))}
-            ]}
+                </Select>
-          >
+              </Form.Item>
-            <Select
+              <Form.Item label={t("jobs.fields.referral_source_extra")} name="referral_source_extra">
-              showSearch={{
+                <Input />
-                optionFilterProp: "children",
+              </Form.Item>
-                filterOption: (input, option) => option.props.children.toLowerCase().indexOf(input.toLowerCase()) >= 0
+            </>
-              }}
+          )}
-              style={{ width: 200 }}
+          {bodyshop.enforce_conversion_csr && (
+            <Form.Item
+              name={"employee_csr"}
+              label={t(
+                InstanceRenderManager({
+                  imex: "jobs.fields.employee_csr",
+                  rome: "jobs.fields.employee_csr_writer"
+                })
+              )}
+              rules={[
+                {
+                  required: bodyshop.enforce_conversion_csr
+                  //message: t("general.validation.required"),
+                }
+              ]}
             >
-              {bodyshop.employees
+              <Select
-                .filter((emp) => emp.active)
+                showSearch={{
-                .map((emp) => (
+                  optionFilterProp: "children",
-                  <Select.Option value={emp.id} key={emp.id} name={`${emp.first_name} ${emp.last_name}`}>
+                  filterOption: (input, option) => option.props.children.toLowerCase().indexOf(input.toLowerCase()) >= 0
-                    {`${emp.first_name} ${emp.last_name}`}
+                }}
+                style={{ width: 200 }}
+              >
+                {bodyshop.employees
+                  .filter((emp) => emp.active)
+                  .map((emp) => (
+                    <Select.Option value={emp.id} key={emp.id} name={`${emp.first_name} ${emp.last_name}`}>
+                      {`${emp.first_name} ${emp.last_name}`}
+                    </Select.Option>
+                  ))}
+              </Select>
+            </Form.Item>
+          )}
+          {bodyshop.enforce_conversion_category && (
+            <Form.Item
+              name={"category"}
+              label={t("jobs.fields.category")}
+              rules={[
+                {
+                  required: bodyshop.enforce_conversion_category
+                  //message: t("general.validation.required"),
+                }
+              ]}
+            >
+              <Select allowClear>
+                {bodyshop.md_categories.map((s) => (
+                  <Select.Option key={s} value={s}>
+                    {s}
                   </Select.Option>
                 ))}
-            </Select>
+              </Select>
-          </Form.Item>
+            </Form.Item>
-        )}
+          )}
-        {bodyshop.enforce_conversion_category && (
+          {bodyshop.region_config.toLowerCase().startsWith("ca") && (
-          <Form.Item
+            <Form.Item label={t("jobs.fields.ca_gst_registrant")} name="ca_gst_registrant" valuePropName="checked">
-            name={"category"}
+              <Switch />
-            label={t("jobs.fields.category")}
+            </Form.Item>
-            rules={[
+          )}
-              {
+          <Form.Item label={t("jobs.fields.driveable")} name="driveable" valuePropName="checked">
-                required: bodyshop.enforce_conversion_category
+            <Switch />
-                //message: t("general.validation.required"),
+          </Form.Item>
-              }
+          <Form.Item label={t("jobs.fields.towin")} name="towin" valuePropName="checked">
-            ]}
-          >
-            <Select allowClear>
-              {bodyshop.md_categories.map((s) => (
-                <Select.Option key={s} value={s}>
-                  {s}
-                </Select.Option>
-              ))}
-            </Select>
-          </Form.Item>
-        )}
-        {bodyshop.region_config.toLowerCase().startsWith("ca") && (
-          <Form.Item label={t("jobs.fields.ca_gst_registrant")} name="ca_gst_registrant" valuePropName="checked">
             <Switch />
           </Form.Item>
-        )}
-        <Form.Item label={t("jobs.fields.driveable")} name="driveable" valuePropName="checked">
-          <Switch />
-        </Form.Item>
-        <Form.Item label={t("jobs.fields.towin")} name="towin" valuePropName="checked">
-          <Switch />
-        </Form.Item>
-        <Space wrap>
-          <Button disabled={submitDisabled()} type="primary" danger onClick={() => form.submit()} loading={loading}>
-            {t("jobs.actions.convert")}
-          </Button>
-          <Button onClick={() => setOpen(false)}>{t("general.actions.close")}</Button>
-        </Space>
-      </Form>
-    </div>
-  );
 
-  if (job.converted) return <></>;
+          <Space wrap style={{ marginTop: 16 }}>
-
+            <Button
-  return (
+              disabled={submitDisabled() || (isReynoldsMode && !job.dms_id && !earlyRoCreated)}
-    <Popover open={open} content={popMenu}>
+              type="primary"
-      <Button
+              danger
-        key="convert"
+              onClick={() => form.submit()}
-        type="primary"
+              loading={loading}
-        danger
+            >
-        // style={{ display: job.converted ? "none" : "" }}
+              {t("jobs.actions.convert")}
-        disabled={job.converted || jobRO}
+            </Button>
-        loading={loading}
+            <Button onClick={handleModalClose} disabled={earlyRoCreatedThisSession && !job.converted}>
-        onClick={() => {
+              {t("general.actions.close")}
-          setOpen(true);
+            </Button>
-        }}
+          </Space>
-      >
+        </Form>
-        {t("jobs.actions.convert")}
+      </Modal>
-      </Button>
+    </>
-    </Popover>
   );
 }
 

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

@@ -251,7 +251,6 @@ export function JobsDetailGeneral({ bodyshop, jobRO, job, form }) {
             ))}
           </Select>
         </Form.Item>
-
         <Form.Item label={t("jobs.fields.selling_dealer")} name="selling_dealer">
           <Input disabled={jobRO} />
         </Form.Item>
@@ -267,6 +266,21 @@ export function JobsDetailGeneral({ bodyshop, jobRO, job, form }) {
         <Form.Item label={t("jobs.fields.lost_sale_reason")} name="lost_sale_reason">
           <Input disabled={jobRO} allowClear />
         </Form.Item>
+        {bodyshop.rr_dealerid && (
+          <Form.Item label={t("jobs.fields.dms.id")} name="dms_id">
+            <Input disabled />
+          </Form.Item>
+        )}
+        {bodyshop.rr_dealerid && (
+          <Form.Item label={t("jobs.fields.dms.advisor")} name="dms_advisor_id">
+            <Input disabled />
+          </Form.Item>
+        )}
+        {bodyshop.rr_dealerid && (
+          <Form.Item label={t("jobs.fields.dms.customer")} name="dms_customer_id">
+            <Input disabled />
+          </Form.Item>
+        )}
       </FormRow>
     </Card>
   );

client/src/graphql/jobs.queries.js

@@ -470,6 +470,9 @@ export const GET_JOB_BY_PK = gql`
       clm_total
       comment
       converted
+      dms_id
+      dms_customer_id
+      dms_advisor_id
       csiinvites {
         completedon
         id
@@ -491,6 +494,9 @@ export const GET_JOB_BY_PK = gql`
       ded_status
       deliverchecklist
       depreciation_taxes
+      dms_id
+      dms_advisor_id
+      dms_customer_id
       driveable
       employee_body
       employee_body_rel {
@@ -1995,6 +2001,9 @@ export const QUERY_JOB_CLOSE_DETAILS = gql`
       qb_multiple_payers
       lbr_adjustments
       ownr_ea
+      dms_id
+      dms_customer_id
+      dms_advisor_id
       payments {
         amount
         created_at
@@ -2216,6 +2225,9 @@ export const QUERY_JOB_EXPORT_DMS = gql`
       plate_no
       plate_st
       ownr_co_nm
+      dms_id
+      dms_customer_id
+      dms_advisor_id
     }
   }
 `;

client/src/pages/dms/dms.container.jsx

@@ -426,6 +426,24 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
 
   if (data.jobs_by_pk?.date_exported) return <Result status="warning" title={t("dms.errors.alreadyexported")} />;
 
+  // Check if Reynolds mode requires early RO
+  const hasEarlyRO = !!(data.jobs_by_pk?.dms_id && data.jobs_by_pk?.dms_customer_id && data.jobs_by_pk?.dms_advisor_id);
+  
+  if (isRrMode && !hasEarlyRO) {
+    return (
+      <Result
+        status="warning"
+        title={t("dms.errors.earlyrorequired")}
+        subTitle={t("dms.errors.earlyrorequired.message")}
+        extra={
+          <Link to={`/manage/jobs/${jobId}/admin`}>
+            <Button type="primary">{t("general.actions.gotoadmin")}</Button>
+          </Link>
+        }
+      />
+    );
+  }
+
   return (
     <div>
       <AlertComponent style={{ marginBottom: 10 }} title={bannerMessage} type="warning" showIcon closable />
@@ -486,6 +504,7 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
 
         <DmsCustomerSelector
           jobid={jobId}
+          job={data?.jobs_by_pk}
           bodyshop={bodyshop}
           socket={activeSocket}
           mode={mode}

client/src/pages/jobs-admin/jobs-admin.page.jsx

@@ -1,9 +1,12 @@
-import { useQuery } from "@apollo/client/react";
+import { useMutation, useQuery } from "@apollo/client/react";
-import { Card, Col, Result, Row, Space, Typography } from "antd";
+import { Button, Card, Col, Form, Input, Modal, Result, Row, Select, Space, Switch, Typography } from "antd";
-import { useEffect } from "react";
+import { useEffect, useState, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 import { useParams } from "react-router-dom";
+import { useTreatmentsWithConfig } from "@splitsoftware/splitio-react";
+import { some } from "lodash";
+import axios from "axios";
 import AlertComponent from "../../components/alert/alert.component";
 import JobCalculateTotals from "../../components/job-calculate-totals/job-calculate-totals.component";
 import ScoreboardAddButton from "../../components/job-scoreboard-add-button/job-scoreboard-add-button.component";
@@ -19,13 +22,26 @@ import JobsAdminRemoveAR from "../../components/jobs-admin-remove-ar/jobs-admin-
 import LoadingSpinner from "../../components/loading-spinner/loading-spinner.component";
 import NotFound from "../../components/not-found/not-found.component";
 import RbacWrapper from "../../components/rbac-wrapper/rbac-wrapper.component";
-import { GET_JOB_BY_PK } from "../../graphql/jobs.queries";
+import RREarlyROModal from "../../components/dms-post-form/rr-early-ro-modal";
+import { GET_JOB_BY_PK, CONVERT_JOB_TO_RO } from "../../graphql/jobs.queries";
 import { setBreadcrumbs, setSelectedHeader } from "../../redux/application/application.actions";
+import { insertAuditTrail } from "../../redux/application/application.actions";
+import { selectBodyshop } from "../../redux/user/user.selectors";
+import { createStructuredSelector } from "reselect";
+import { useSocket } from "../../contexts/SocketIO/useSocket";
+import { useNotification } from "../../contexts/Notifications/notificationContext";
+import { DMS_MAP, getDmsMode } from "../../utils/dmsUtils";
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
+import AuditTrailMapping from "../../utils/AuditTrailMappings";
+
+const mapStateToProps = createStructuredSelector({
+  bodyshop: selectBodyshop
+});
 
 const mapDispatchToProps = (dispatch) => ({
   setBreadcrumbs: (breadcrumbs) => dispatch(setBreadcrumbs(breadcrumbs)),
-  setSelectedHeader: (key) => dispatch(setSelectedHeader(key))
+  setSelectedHeader: (key) => dispatch(setSelectedHeader(key)),
+  insertAuditTrail: ({ jobid, operation, type }) => dispatch(insertAuditTrail({ jobid, operation, type }))
 });
 
 const colSpan = {
@@ -39,14 +55,36 @@ const cardStyle = {
   height: "100%"
 };
 
-export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader }) {
+export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader, bodyshop, insertAuditTrail }) {
   const { jobId } = useParams();
-  const { loading, error, data } = useQuery(GET_JOB_BY_PK, {
+  const { loading, error, data, refetch } = useQuery(GET_JOB_BY_PK, {
     variables: { id: jobId },
     fetchPolicy: "network-only",
     nextFetchPolicy: "network-only"
   });
   const { t } = useTranslation();
+  const { socket } = useSocket(); // Extract socket from context
+  const notification = useNotification();
+  const [showEarlyROModal, setShowEarlyROModal] = useState(false);
+  const [showConvertModal, setShowConvertModal] = useState(false);
+  const [convertLoading, setConvertLoading] = useState(false);
+  const [form] = Form.useForm();
+  const [mutationConvertJob] = useMutation(CONVERT_JOB_TO_RO);
+  const allFormValues = Form.useWatch([], form);
+
+  // Get Fortellis treatment for proper DMS mode detection
+  const {
+    treatments: { Fortellis }
+  } = useTreatmentsWithConfig({
+    attributes: {},
+    names: ["Fortellis"],
+    splitKey: bodyshop?.imexshopid
+  });
+
+  // Check if bodyshop has Reynolds integration using the proper getDmsMode function
+  const dmsMode = getDmsMode(bodyshop, Fortellis.treatment);
+  const isReynoldsMode = dmsMode === DMS_MAP.reynolds;
+  const job = data?.jobs_by_pk;
   useEffect(() => {
     setSelectedHeader("activejobs");
     document.title = t("titles.jobs-admin", {
@@ -75,6 +113,55 @@ export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader }) {
     ]);
   }, [setBreadcrumbs, t, jobId, data, setSelectedHeader]);
 
+  const handleEarlyROSuccess = (result) => {
+    notification.success({
+      title: t("jobs.successes.early_ro_created"),
+      description: `RO Number: ${result.roNumber || "N/A"}`
+    });
+    setShowEarlyROModal(false);
+    refetch?.();
+  };
+
+  const handleConvert = async ({ employee_csr, category, ...values }) => {
+    if (!job?.id) return;
+    setConvertLoading(true);
+    const res = await mutationConvertJob({
+      variables: {
+        jobId: job.id,
+        job: {
+          converted: true,
+          ...(bodyshop?.enforce_conversion_csr ? { employee_csr } : {}),
+          ...(bodyshop?.enforce_conversion_category ? { category } : {}),
+          ...values
+        }
+      }
+    });
+
+    if (values.ca_gst_registrant) {
+      await axios.post("/job/totalsssu", {
+        id: job.id
+      });
+    }
+
+    if (!res.errors) {
+      refetch();
+      notification.success({
+        title: t("jobs.successes.converted")
+      });
+
+      insertAuditTrail({
+        jobid: job.id,
+        operation: AuditTrailMapping.jobconverted(res.data.update_jobs.returning[0].ro_number),
+        type: "jobconverted"
+      });
+
+      setShowConvertModal(false);
+    }
+    setConvertLoading(false);
+  };
+
+  const submitDisabled = useCallback(() => some(allFormValues, (v) => v === undefined), [allFormValues]);
+
   if (loading) return <LoadingSpinner />;
   if (error) return <AlertComponent title={error.message} type="error" />;
   if (!data.jobs_by_pk) return <NotFound />;
@@ -99,6 +186,16 @@ export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader }) {
               <JobsAdminUnvoid job={data ? data.jobs_by_pk : {}} />
               <JobsAdminStatus job={data ? data.jobs_by_pk : {}} />
               <JobsAdminRemoveAR job={data ? data.jobs_by_pk : {}} />
+              {isReynoldsMode && job?.converted && !job?.dms_id && !job?.dms_customer_id && !job?.dms_advisor_id && (
+                <Button className="ant-btn ant-btn-default" onClick={() => setShowEarlyROModal(true)}>
+                  {t("jobs.actions.dms.createearlyro", "Create RR RO")}
+                </Button>
+              )}
+              {isReynoldsMode && !job?.converted && !job?.dms_id && (
+                <Button type="primary" danger onClick={() => setShowConvertModal(true)}>
+                  {t("jobs.actions.convertwithoutearlyro", "Convert without Early RO")}
+                </Button>
+              )}
             </Space>
           </Card>
         </Col>
@@ -124,8 +221,173 @@ export function JobsCloseContainer({ setBreadcrumbs, setSelectedHeader }) {
           </Card>
         </Col>
       </Row>
+
+      {/* Early RO Modal */}
+      <RREarlyROModal
+        open={showEarlyROModal}
+        onClose={() => setShowEarlyROModal(false)}
+        onSuccess={handleEarlyROSuccess}
+        bodyshop={bodyshop}
+        socket={socket}
+        job={job}
+      />
+
+      {/* Convert without Early RO Modal */}
+      <Modal
+        open={showConvertModal}
+        onCancel={() => setShowConvertModal(false)}
+        title={t("jobs.actions.convertwithoutearlyro", "Convert without Early RO")}
+        footer={null}
+        width={700}
+        destroyOnHidden
+      >
+        <Form
+          layout="vertical"
+          form={form}
+          onFinish={handleConvert}
+          initialValues={{
+            driveable: true,
+            towin: job?.towin,
+            ca_gst_registrant: job?.ca_gst_registrant,
+            employee_csr: job?.employee_csr,
+            category: job?.category,
+            referral_source: job?.referral_source,
+            referral_source_extra: job?.referral_source_extra ?? ""
+          }}
+        >
+          <Form.Item
+            name={["ins_co_nm"]}
+            label={t("jobs.fields.ins_co_nm")}
+            rules={[
+              {
+                required: true
+              }
+            ]}
+          >
+            <Select showSearch>
+              {bodyshop?.md_ins_cos?.map((s, i) => (
+                <Select.Option key={i} value={s.name}>
+                  {s.name}
+                </Select.Option>
+              ))}
+            </Select>
+          </Form.Item>
+          {bodyshop?.enforce_class && (
+            <Form.Item
+              name={"class"}
+              label={t("jobs.fields.class")}
+              rules={[
+                {
+                  required: bodyshop.enforce_class
+                }
+              ]}
+            >
+              <Select>
+                {bodyshop?.md_classes?.map((s) => (
+                  <Select.Option key={s} value={s}>
+                    {s}
+                  </Select.Option>
+                ))}
+              </Select>
+            </Form.Item>
+          )}
+          {bodyshop?.enforce_referral && (
+            <>
+              <Form.Item
+                name={"referral_source"}
+                label={t("jobs.fields.referralsource")}
+                rules={[
+                  {
+                    required: bodyshop.enforce_referral
+                  }
+                ]}
+              >
+                <Select>
+                  {bodyshop?.md_referral_sources?.map((s) => (
+                    <Select.Option key={s} value={s}>
+                      {s}
+                    </Select.Option>
+                  ))}
+                </Select>
+              </Form.Item>
+              <Form.Item label={t("jobs.fields.referral_source_extra")} name="referral_source_extra">
+                <Input />
+              </Form.Item>
+            </>
+          )}
+          {bodyshop?.enforce_conversion_csr && (
+            <Form.Item
+              name={"employee_csr"}
+              label={t(
+                InstanceRenderManager({
+                  imex: "jobs.fields.employee_csr",
+                  rome: "jobs.fields.employee_csr_writer"
+                })
+              )}
+              rules={[
+                {
+                  required: bodyshop.enforce_conversion_csr
+                }
+              ]}
+            >
+              <Select
+                showSearch={{
+                  optionFilterProp: "children",
+                  filterOption: (input, option) => option.props.children.toLowerCase().indexOf(input.toLowerCase()) >= 0
+                }}
+                style={{ width: 200 }}
+              >
+                {bodyshop?.employees
+                  ?.filter((emp) => emp.active)
+                  ?.map((emp) => (
+                    <Select.Option value={emp.id} key={emp.id} name={`${emp.first_name} ${emp.last_name}`}>
+                      {`${emp.first_name} ${emp.last_name}`}
+                    </Select.Option>
+                  ))}
+              </Select>
+            </Form.Item>
+          )}
+          {bodyshop?.enforce_conversion_category && (
+            <Form.Item
+              name={"category"}
+              label={t("jobs.fields.category")}
+              rules={[
+                {
+                  required: bodyshop.enforce_conversion_category
+                }
+              ]}
+            >
+              <Select allowClear>
+                {bodyshop?.md_categories?.map((s) => (
+                  <Select.Option key={s} value={s}>
+                    {s}
+                  </Select.Option>
+                ))}
+              </Select>
+            </Form.Item>
+          )}
+          {bodyshop?.region_config?.toLowerCase().startsWith("ca") && (
+            <Form.Item label={t("jobs.fields.ca_gst_registrant")} name="ca_gst_registrant" valuePropName="checked">
+              <Switch />
+            </Form.Item>
+          )}
+          <Form.Item label={t("jobs.fields.driveable")} name="driveable" valuePropName="checked">
+            <Switch />
+          </Form.Item>
+          <Form.Item label={t("jobs.fields.towin")} name="towin" valuePropName="checked">
+            <Switch />
+          </Form.Item>
+
+          <Space wrap style={{ marginTop: 16 }}>
+            <Button disabled={submitDisabled()} type="primary" danger onClick={() => form.submit()} loading={convertLoading}>
+              {t("jobs.actions.convert")}
+            </Button>
+            <Button onClick={() => setShowConvertModal(false)}>{t("general.actions.close")}</Button>
+          </Space>
+        </Form>
+      </Modal>
     </RbacWrapper>
   );
 }
 
-export default connect(null, mapDispatchToProps)(JobsCloseContainer);
+export default connect(mapStateToProps, mapDispatchToProps)(JobsCloseContainer);

client/src/pages/jobs-close/jobs-close.component.jsx

@@ -9,6 +9,7 @@ import {
   Form,
   Input,
   InputNumber,
+  Modal,
   Popconfirm,
   Row,
   Select,
@@ -42,7 +43,7 @@ import { setModalContext } from "../../redux/modals/modals.actions.js";
 import { selectBodyshop, selectCurrentUser } from "../../redux/user/user.selectors";
 import AuditTrailMapping from "../../utils/AuditTrailMappings";
 import dayjs from "../../utils/day";
-import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
+import { bodyshopHasDmsKey, DMS_MAP, getDmsMode } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -71,6 +72,11 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
   const notification = useNotification();
 
   const hasDMSKey = bodyshopHasDmsKey(bodyshop);
+  const dmsMode = getDmsMode(bodyshop, "off");
+  const isReynoldsMode = dmsMode === DMS_MAP.reynolds;
+  const hasEarlyRO = !!(job?.dms_id && job?.dms_customer_id && job?.dms_advisor_id);
+  const canSendToDMS = !isReynoldsMode || hasEarlyRO;
+  const [showEarlyROModal, setShowEarlyROModal] = useState(false);
 
   const {
     treatments: { Qb_Multi_Ar, ClosingPeriod }
@@ -82,18 +88,18 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
 
   const handleFinish = async ({ removefromproduction, ...values }) => {
     setLoading(true);
-    
+
     // Validate that all joblines have valid IDs
-    const joblinesWithIds = values.joblines.filter(jl => jl && jl.id);
+    const joblinesWithIds = values.joblines.filter((jl) => jl && jl.id);
     if (joblinesWithIds.length !== values.joblines.length) {
       notification.error({
         title: t("jobs.errors.invalidjoblines"),
-        message: t("jobs.errors.missingjoblineids")
+        description: t("jobs.errors.missingjoblineids")
       });
       setLoading(false);
       return;
     }
-    
+
     const result = await client.mutate({
       mutation: generateJobLinesUpdatesForInvoicing(values.joblines)
     });
@@ -208,9 +214,17 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
                 </Button>
               </Popconfirm>
               {bodyshopHasDmsKey(bodyshop) && (
-                <Link to={`/manage/dms?jobId=${job.id}`}>
+                <>
-                  <Button disabled={job.date_exported || !jobRO}>{t("jobs.actions.sendtodms")}</Button>
+                  {canSendToDMS ? (
-                </Link>
+                    <Link to={`/manage/dms?jobId=${job.id}`}>
+                      <Button disabled={job.date_exported || !jobRO}>{t("jobs.actions.sendtodms")}</Button>
+                    </Link>
+                  ) : (
+                    <Button disabled={job.date_exported || !jobRO} onClick={() => setShowEarlyROModal(true)}>
+                      {t("jobs.actions.sendtodms")}
+                    </Button>
+                  )}
+                </>
               )}
               <Button
                 onClick={() => {
@@ -527,6 +541,30 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
         <Divider />
         <JobsCloseLines job={job} />
       </Form>
+
+      {/* Early RO Required Modal */}
+      <Modal
+        open={showEarlyROModal}
+        onCancel={() => setShowEarlyROModal(false)}
+        footer={null}
+        title={
+          <Space>
+            <Typography.Text type="warning" style={{ fontSize: "1.2em" }}>
+              ⚠️
+            </Typography.Text>
+            <span>{t("dms.errors.earlyrorequired")}</span>
+          </Space>
+        }
+      >
+        <Space orientation="vertical" size="large" style={{ width: "100%" }}>
+          <Typography.Paragraph>{t("dms.errors.earlyrorequired.message")}</Typography.Paragraph>
+          <Link to={`/manage/jobs/${job.id}/admin`}>
+            <Button type="primary" block onClick={() => setShowEarlyROModal(false)}>
+              {t("general.actions.gotoadmin")}
+            </Button>
+          </Link>
+        </Space>
+      </Modal>
     </div>
   );
 }

client/src/translations/en_us/common.json

@@ -1047,7 +1047,9 @@
     },
     "dms": {
       "errors": {
-        "alreadyexported": "This job has already been sent to the DMS. If you need to resend it, please use admin permissions to mark the job for re-export."
+        "alreadyexported": "This job has already been sent to the DMS. If you need to resend it, please use admin permissions to mark the job for re-export.",
+        "earlyrorequired": "Early RO Required",
+        "earlyrorequired.message": "This job requires an early Repair Order to be created before posting to Reynolds. Please use the admin panel to create the early RO first."
       },
       "labels": {
         "refreshallocations": "Refresh to see DMS Allocations."
@@ -1244,6 +1246,7 @@
         "deselectall": "Deselect All",
         "download": "Download",
         "edit": "Edit",
+        "gotoadmin": "Go to Admin Panel",
         "login": "Login",
         "next": "Next",
         "ok": "Ok",
@@ -1622,11 +1625,13 @@
         "changestatus": "Change Status",
         "changestimator": "Change Estimator",
         "convert": "Convert",
+        "convertwithoutearlyro": "Convert without Early RO",
         "createiou": "Create IOU",
         "deliver": "Deliver",
         "deliver_quick": "Quick Deliver",
         "dms": {
           "addpayer": "Add Payer",
+          "createearlyro": "Create RR RO",
           "createnewcustomer": "Create New Customer",
           "findmakemodelcode": "Find Make/Model Code",
           "getmakes": "Get Makes",
@@ -1635,6 +1640,7 @@
           },
           "post": "Post",
           "refetchmakesmodels": "Refetch Make and Model Codes",
+          "update_ro": "Update RO",
           "usegeneric": "Use Generic Customer",
           "useselected": "Use Selected Customer"
         },
@@ -1794,6 +1800,7 @@
           },
           "cost": "Cost",
           "cost_dms_acctnumber": "Cost DMS Acct #",
+          "customer": "Customer #",
           "dms_make": "DMS Make",
           "dms_model": "DMS Model",
           "dms_model_override": "Override DMS Make/Model",
@@ -1818,7 +1825,11 @@
           "sale": "Sale",
           "sale_dms_acctnumber": "Sale DMS Acct #",
           "story": "Story",
-          "vinowner": "VIN Owner"
+          "vinowner": "VIN Owner",
+          "rr_opcode": "RR OpCode",
+          "rr_opcode_prefix": "Prefix",
+          "rr_opcode_suffix": "Suffix",
+          "rr_opcode_base": "Base"
         },
         "dms_allocation": "DMS Allocation",
         "driveable": "Driveable",
@@ -2103,6 +2114,11 @@
           "damageto": "Damage to $t(jobs.fields.area_of_damage_impact.{{area_of_damage}}).",
           "defaultstory": "B/S RO: {{ro_number}}. Owner: {{ownr_nm}}. Insurance Co: {{ins_co_nm}}. Claim/PO #: {{clm_po}}",
           "disablebillwip": "Cost and WIP for bills has been ignored per shop configuration.",
+          "earlyro": {
+            "created": "Early RO Created:",
+            "fields": "Required fields:",
+            "willupdate": "This will update the existing RO with full job data."
+          },
           "invoicedatefuture": "Invoice date must be today or in the future for CDK posting.",
           "kmoutnotgreaterthankmin": "Mileage out must be greater than mileage in.",
           "logs": "Logs",
@@ -2260,6 +2276,7 @@
         "delete": "Job deleted successfully.",
         "deleted": "Job deleted successfully.",
         "duplicated": "Job duplicated successfully. ",
+        "early_ro_created": "Early RO Created",
         "exported": "Job(s) exported successfully. ",
         "invoiced": "Job closed and invoiced successfully.",
         "ioucreated": "IOU created successfully.  Click to see.",

client/src/translations/es/common.json

@@ -1047,7 +1047,9 @@
     },
     "dms": {
       "errors": {
-        "alreadyexported": ""
+        "alreadyexported": "",
+        "earlyrorequired": "",
+        "earlyrorequired.message": ""
       },
       "labels": {
         "refreshallocations": ""
@@ -1244,6 +1246,7 @@
         "deselectall": "",
         "download": "",
         "edit": "Editar",
+        "gotoadmin": "",
         "login": "",
         "next": "",
         "ok": "",
@@ -1622,11 +1625,13 @@
         "changestatus": "Cambiar Estado",
         "changestimator": "",
         "convert": "Convertir",
+        "convertwithoutearlyro": "",
         "createiou": "",
         "deliver": "",
         "deliver_quick": "",
         "dms": {
           "addpayer": "",
+          "createearlyro": "",
           "createnewcustomer": "",
           "findmakemodelcode": "",
           "getmakes": "",
@@ -1635,6 +1640,7 @@
           },
           "post": "",
           "refetchmakesmodels": "",
+          "update_ro": "",
           "usegeneric": "",
           "useselected": ""
         },
@@ -1794,6 +1800,7 @@
           },
           "cost": "",
           "cost_dms_acctnumber": "",
+          "customer": "",
           "dms_make": "",
           "dms_model": "",
           "dms_model_override": "",
@@ -1818,7 +1825,11 @@
           "sale": "",
           "sale_dms_acctnumber": "",
           "story": "",
-          "vinowner": ""
+          "vinowner": "",
+          "rr_opcode": "",
+          "rr_opcode_prefix": "",
+          "rr_opcode_suffix": "",
+          "rr_opcode_base": ""
         },
         "dms_allocation": "",
         "driveable": "",
@@ -2103,6 +2114,11 @@
           "damageto": "",
           "defaultstory": "",
           "disablebillwip": "",
+          "earlyro": {
+            "created": "",
+            "fields": "",
+            "willupdate": ""
+          },
           "invoicedatefuture": "",
           "kmoutnotgreaterthankmin": "",
           "logs": "",
@@ -2260,6 +2276,7 @@
         "delete": "",
         "deleted": "Trabajo eliminado con éxito.",
         "duplicated": "",
+        "early_ro_created": "",
         "exported": "",
         "invoiced": "",
         "ioucreated": "",

client/src/translations/fr/common.json

@@ -1047,7 +1047,9 @@
     },
     "dms": {
       "errors": {
-        "alreadyexported": ""
+        "alreadyexported": "",
+        "earlyrorequired": "",
+        "earlyrorequired.message": ""
       },
       "labels": {
         "refreshallocations": ""
@@ -1244,6 +1246,7 @@
         "deselectall": "",
         "download": "",
         "edit": "modifier",
+        "gotoadmin": "",
         "login": "",
         "next": "",
         "ok": "",
@@ -1622,11 +1625,13 @@
         "changestatus": "Changer le statut",
         "changestimator": "",
         "convert": "Convertir",
+        "convertwithoutearlyro": "",
         "createiou": "",
         "deliver": "",
         "deliver_quick": "",
         "dms": {
           "addpayer": "",
+          "createearlyro": "",
           "createnewcustomer": "",
           "findmakemodelcode": "",
           "getmakes": "",
@@ -1635,6 +1640,7 @@
           },
           "post": "",
           "refetchmakesmodels": "",
+          "update_ro": "",
           "usegeneric": "",
           "useselected": ""
         },
@@ -1794,6 +1800,7 @@
           },
           "cost": "",
           "cost_dms_acctnumber": "",
+          "customer": "",
           "dms_make": "",
           "dms_model": "",
           "dms_model_override": "",
@@ -1818,7 +1825,11 @@
           "sale": "",
           "sale_dms_acctnumber": "",
           "story": "",
-          "vinowner": ""
+          "vinowner": "",
+          "rr_opcode": "",
+          "rr_opcode_prefix": "",
+          "rr_opcode_suffix": "",
+          "rr_opcode_base": ""
         },
         "dms_allocation": "",
         "driveable": "",
@@ -2103,6 +2114,11 @@
           "damageto": "",
           "defaultstory": "",
           "disablebillwip": "",
+          "earlyro": {
+            "created": "",
+            "fields": "",
+            "willupdate": ""
+          },
           "invoicedatefuture": "",
           "kmoutnotgreaterthankmin": "",
           "logs": "",
@@ -2260,6 +2276,7 @@
         "delete": "",
         "deleted": "Le travail a bien été supprimé.",
         "duplicated": "",
+        "early_ro_created": "",
         "exported": "",
         "invoiced": "",
         "ioucreated": "",

client/src/utils/graphQLmodifier.js

@@ -146,7 +146,8 @@ export async function generateTemplate(
   if (templateQueryToExecute) {
     const { data } = await client.query({
       query: gql(finalQuery),
-      variables: { ...templateObject.variables }
+      variables: { ...templateObject.variables },
+      fetchPolicy: "no-cache"
     });
     contextData = data;
   }

docker-compose-cluster.yml

@@ -38,8 +38,6 @@ services:
         condition: service_healthy
       localstack:
         condition: service_healthy
-      aws-cli:
-        condition: service_completed_successfully
     ports:
       - "4001:4000"  # Different external port for local access
     volumes:
@@ -65,8 +63,6 @@ services:
         condition: service_healthy
       localstack:
         condition: service_healthy
-      aws-cli:
-        condition: service_completed_successfully
     ports:
       - "4002:4000"  # Different external port for local access
     volumes:
@@ -92,8 +88,6 @@ services:
         condition: service_healthy
       localstack:
         condition: service_healthy
-      aws-cli:
-        condition: service_completed_successfully
     ports:
       - "4003:4000"  # Different external port for local access
     volumes:
@@ -156,23 +150,18 @@ services:
 
   # LocalStack
   localstack:
-    image: localstack/localstack
+    image: localstack/localstack:4.13.1
     container_name: localstack
     hostname: localstack
     networks:
       - redis-cluster-net
     restart: unless-stopped
     volumes:
+      - ./certs:/tmp/certs:ro   # only if your script reads /tmp/certs/...
+      - ./localstack/init:/etc/localstack/init/ready.d:ro
       - /var/run/docker.sock:/var/run/docker.sock
-    environment:
+    env_file:
-      - SERVICES=s3,ses,secretsmanager,cloudwatch,logs
+      - .env.localstack.docker
-      - DEBUG=0
-      - AWS_ACCESS_KEY_ID=test
-      - AWS_SECRET_ACCESS_KEY=test
-      - AWS_DEFAULT_REGION=ca-central-1
-      - EXTRA_CORS_ALLOWED_HEADERS=Authorization,Content-Type
-      - EXTRA_CORS_ALLOWED_ORIGINS=*
-      - EXTRA_CORS_EXPOSE_HEADERS=Authorization,Content-Type
     ports:
       - "4566:4566"
     healthcheck:
@@ -182,36 +171,6 @@ services:
       retries: 5
       start_period: 20s
 
-  # AWS-CLI
-  aws-cli:
-    image: amazon/aws-cli
-    container_name: aws-cli
-    hostname: aws-cli
-    networks:
-      - redis-cluster-net
-    depends_on:
-      localstack:
-        condition: service_healthy
-    volumes:
-      - './localstack:/tmp/localstack'
-      - './certs:/tmp/certs'
-    environment:
-      - AWS_ACCESS_KEY_ID=test
-      - AWS_SECRET_ACCESS_KEY=test
-      - AWS_DEFAULT_REGION=ca-central-1
-    entrypoint: /bin/sh -c
-    command: >
-      "
-        aws --endpoint-url=http://localstack:4566 ses verify-domain-identity --domain imex.online --region ca-central-1
-        aws --endpoint-url=http://localstack:4566 ses verify-email-identity --email-address noreply@imex.online --region ca-central-1
-        aws --endpoint-url=http://localstack:4566 secretsmanager create-secret --name CHATTER_PRIVATE_KEY --secret-string file:///tmp/certs/io-ftp-test.key
-        aws --endpoint-url=http://localstack:4566 logs create-log-group --log-group-name development --region ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket imex-large-log --create-bucket-configuration LocationConstraint=ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket imex-carfax-uploads --create-bucket-configuration LocationConstraint=ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket rome-carfax-uploads --create-bucket-configuration LocationConstraint=ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket rps-carfax-uploads --create-bucket-configuration LocationConstraint=ca-central-1
-      "
-
 networks:
   redis-cluster-net:
     driver: bridge

docker-compose.yml

@@ -68,23 +68,18 @@ services:
   # LocalStack: Used to emulate AWS services locally, currently setup for SES
   # Notes: Set the ENV Debug to 1 for additional logging
   localstack:
-    image: localstack/localstack
+    image: localstack/localstack:4.13.1
     container_name: localstack
     hostname: localstack
     networks:
       - redis-cluster-net
     restart: unless-stopped
     volumes:
+      - ./certs:/tmp/certs:ro   # only if your script reads /tmp/certs/...
+      - ./localstack/init:/etc/localstack/init/ready.d:ro
       - /var/run/docker.sock:/var/run/docker.sock
-    environment:
+    env_file:
-      - SERVICES=s3,ses,secretsmanager,cloudwatch,logs
+      - .env.localstack.docker
-      - DEBUG=0
-      - AWS_ACCESS_KEY_ID=test
-      - AWS_SECRET_ACCESS_KEY=test
-      - AWS_DEFAULT_REGION=ca-central-1
-      - EXTRA_CORS_ALLOWED_HEADERS=Authorization,Content-Type
-      - EXTRA_CORS_ALLOWED_ORIGINS=*
-      - EXTRA_CORS_EXPOSE_HEADERS=Authorization,Content-Type
     ports:
       - "4566:4566"
     healthcheck:
@@ -94,38 +89,6 @@ services:
       retries: 5
       start_period: 20s
 
-  # AWS-CLI - Used in conjunction with LocalStack to set required permission to send emails
-  aws-cli:
-    image: amazon/aws-cli
-    container_name: aws-cli
-    hostname: aws-cli
-    networks:
-      - redis-cluster-net
-    depends_on:
-      localstack:
-        condition: service_healthy
-    volumes:
-      - './localstack:/tmp/localstack'
-      - './certs:/tmp/certs'
-
-    environment:
-      - AWS_ACCESS_KEY_ID=test
-      - AWS_SECRET_ACCESS_KEY=test
-      - AWS_DEFAULT_REGION=ca-central-1
-    entrypoint: /bin/sh -c
-    command: >
-      "
-        aws --endpoint-url=http://localstack:4566 ses verify-domain-identity --domain imex.online --region ca-central-1
-        aws --endpoint-url=http://localstack:4566 ses verify-email-identity --email-address noreply@imex.online --region ca-central-1
-        aws --endpoint-url=http://localstack:4566 secretsmanager create-secret --name CHATTER_PRIVATE_KEY --secret-string file:///tmp/certs/io-ftp-test.key
-        aws --endpoint-url=http://localstack:4566 logs create-log-group --log-group-name development --region ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket imex-large-log --create-bucket-configuration LocationConstraint=ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket imex-job-totals --create-bucket-configuration LocationConstraint=ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket parts-estimates --create-bucket-configuration LocationConstraint=ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket imex-carfax-uploads --create-bucket-configuration LocationConstraint=ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket rome-carfax-uploads --create-bucket-configuration LocationConstraint=ca-central-1
-        aws --endpoint-url=http://localstack:4566 s3api create-bucket --bucket rps-carfax-uploads --create-bucket-configuration LocationConstraint=ca-central-1
-      "
   # Node App: The Main IMEX API
   node-app:
     build:
@@ -145,8 +108,7 @@ services:
         condition: service_healthy
       localstack:
         condition: service_healthy
-      aws-cli:
+
-        condition: service_completed_successfully
     ports:
       - "4000:4000"
       - "9229:9229"

hasura/metadata/tables.yaml

@@ -3704,7 +3704,9 @@
           - ded_status
           - deliverchecklist
           - depreciation_taxes
+          - dms_advisor_id
           - dms_allocation
+          - dms_customer_id
           - dms_id
           - driveable
           - employee_body
@@ -3985,7 +3987,9 @@
           - ded_status
           - deliverchecklist
           - depreciation_taxes
+          - dms_advisor_id
           - dms_allocation
+          - dms_customer_id
           - dms_id
           - driveable
           - employee_body
@@ -4278,7 +4282,9 @@
           - ded_status
           - deliverchecklist
           - depreciation_taxes
+          - dms_advisor_id
           - dms_allocation
+          - dms_customer_id
           - dms_id
           - driveable
           - employee_body

hasura/migrations/1770837989352_alter_table_public_jobs_add_column_dms_customer_id/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 "dms_customer_id" text
+--  null;

hasura/migrations/1770837989352_alter_table_public_jobs_add_column_dms_customer_id/up.sql

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

hasura/migrations/1770838205706_alter_table_public_jobs_add_column_dms_advisor_id/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 "dms_advisor_id" text
+--  null;

hasura/migrations/1770838205706_alter_table_public_jobs_add_column_dms_advisor_id/up.sql

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

localstack/init/10-bootstrap.sh

@@ -0,0 +1,65 @@
+#!/usr/bin/env bash
+echo "Running LocalStack bootstrap script: 10-bootstrap.sh"
+
+set -euo pipefail
+
+REGION="${AWS_DEFAULT_REGION:-ca-central-1}"
+
+# awslocal is the LocalStack wrapper so you don't need --endpoint-url
+# (it targets the LocalStack gateway automatically)
+# Docs: https://docs.localstack.cloud/.../aws-cli/
+ensure_bucket() {
+  local b="$1"
+  if ! awslocal s3api head-bucket --bucket "$b" >/dev/null 2>&1; then
+    awslocal s3api create-bucket \
+      --bucket "$b" \
+      --create-bucket-configuration LocationConstraint="$REGION" \
+      --region "$REGION" >/dev/null
+  fi
+}
+
+ensure_log_group() {
+  local lg="$1"
+  awslocal logs create-log-group --log-group-name "$lg" --region "$REGION" >/dev/null 2>&1 || true
+}
+
+ensure_secret_string() {
+  local name="$1"
+  local value="$2"
+
+  if awslocal secretsmanager describe-secret --secret-id "$name" >/dev/null 2>&1; then
+    awslocal secretsmanager update-secret --secret-id "$name" --secret-string "$value" >/dev/null
+  else
+    awslocal secretsmanager create-secret --name "$name" --secret-string "$value" >/dev/null
+  fi
+}
+
+ensure_secret_file() {
+  local name="$1"
+  local filepath="$2"
+
+  if awslocal secretsmanager describe-secret --secret-id "$name" >/dev/null 2>&1; then
+    awslocal secretsmanager update-secret --secret-id "$name" --secret-string "file://$filepath" >/dev/null
+  else
+    awslocal secretsmanager create-secret --name "$name" --secret-string "file://$filepath" >/dev/null
+  fi
+}
+
+# SES identities (idempotent-ish; ignoring if it already exists)
+awslocal ses verify-domain-identity --domain imex.online --region "$REGION" >/dev/null || true
+awslocal ses verify-email-identity --email-address noreply@imex.online --region "$REGION" >/dev/null || true
+
+# Secrets
+ensure_secret_file "CHATTER_PRIVATE_KEY" "/tmp/certs/io-ftp-test.key"
+ensure_secret_string "CHATTER_COMPANY_KEY_6713" "${CHATTER_COMPANY_KEY_6713:-REPLACE_ME}"
+
+# Logs
+ensure_log_group "development"
+
+# Buckets
+ensure_bucket "imex-job-totals"
+ensure_bucket "parts-estimate"
+ensure_bucket "imex-large-log"
+ensure_bucket "imex-carfax-uploads"
+ensure_bucket "rome-carfax-uploads"
+ensure_bucket "rps-carfax-uploads"

server.js

@@ -40,6 +40,8 @@ const { loadEmailQueue } = require("./server/notifications/queues/emailQueue");
 const { loadAppQueue } = require("./server/notifications/queues/appQueue");
 const { SetLegacyWebsocketHandlers } = require("./server/web-sockets/web-socket");
 const { loadFcmQueue } = require("./server/notifications/queues/fcmQueue");
+const { loadChatterApiQueue } = require("./server/data/queues/chatterApiQueue");
+const { processChatterApiJob } = require("./server/data/chatter-api");
 
 const CLUSTER_RETRY_BASE_DELAY = 100;
 const CLUSTER_RETRY_MAX_DELAY = 5000;
@@ -125,6 +127,7 @@ const applyRoutes = ({ app }) => {
   app.use("/payroll", require("./server/routes/payrollRoutes"));
   app.use("/sso", require("./server/routes/ssoRoutes"));
   app.use("/integrations", require("./server/routes/intergrationRoutes"));
+  app.use("/chatter", require("./server/routes/chatterRoutes"));
 
   // Default route for forbidden access
   app.get("/", (req, res) => {
@@ -390,6 +393,15 @@ const applySocketIO = async ({ server, app }) => {
 const loadQueues = async ({ pubClient, logger, redisHelpers, ioRedis }) => {
   const queueSettings = { pubClient, logger, redisHelpers, ioRedis };
 
+  // Load chatterApi queue with processJob function and redis helpers
+  const chatterApiQueue = await loadChatterApiQueue({
+    pubClient,
+    logger,
+    processJob: processChatterApiJob,
+    getChatterToken: redisHelpers.getChatterToken,
+    setChatterToken: redisHelpers.setChatterToken
+  });
+
   // Assuming loadEmailQueue and loadAppQueue return Promises
   const [notificationsEmailsQueue, notificationsAppQueue, notificationsFcmQueue] = await Promise.all([
     loadEmailQueue(queueSettings),
@@ -409,6 +421,10 @@ const loadQueues = async ({ pubClient, logger, redisHelpers, ioRedis }) => {
   notificationsFcmQueue.on("error", (error) => {
     logger.log(`Error in notificationsFCMQueue: ${error}`, "ERROR", "queue", "api", null, { error: error?.message });
   });
+
+  chatterApiQueue.on("error", (error) => {
+    logger.log(`Error in chatterApiQueue: ${error}`, "ERROR", "queue", "api", null, { error: error?.message });
+  });
 };
 
 /**

server/chatter/chatter-client.js

@@ -0,0 +1,139 @@
+const { SecretsManagerClient, GetSecretValueCommand } = require("@aws-sdk/client-secrets-manager");
+const { defaultProvider } = require("@aws-sdk/credential-provider-node");
+const { isString, isEmpty } = require("lodash");
+
+const CHATTER_BASE_URL = process.env.CHATTER_API_BASE_URL || "https://api.chatterresearch.com";
+const AWS_REGION = process.env.AWS_REGION || "ca-central-1";
+
+// Configure SecretsManager client with localstack support
+const secretsClientOptions = {
+  region: AWS_REGION,
+  credentials: defaultProvider()
+};
+
+const isLocal = isString(process.env?.LOCALSTACK_HOSTNAME) && !isEmpty(process.env?.LOCALSTACK_HOSTNAME);
+
+if (isLocal) {
+  secretsClientOptions.endpoint = `http://${process.env.LOCALSTACK_HOSTNAME}:4566`;
+}
+
+const secretsClient = new SecretsManagerClient(secretsClientOptions);
+
+/**
+ * Chatter API Client for making requests to the Chatter API
+ */
+class ChatterApiClient {
+  constructor({ baseUrl, apiToken }) {
+    if (!apiToken) throw new Error("ChatterApiClient requires apiToken");
+    this.baseUrl = String(baseUrl || "").replace(/\/+$/, "");
+    this.apiToken = apiToken;
+  }
+
+  async createLocation(companyId, payload) {
+    return this.request(`/api/v1/companies/${companyId}/locations`, {
+      method: "POST",
+      body: payload
+    });
+  }
+
+  async postInteraction(companyId, payload) {
+    return this.request(`/api/v1/companies/${companyId}/solicitation/interaction`, {
+      method: "POST",
+      body: payload
+    });
+  }
+
+  async request(path, { method = "GET", body } = {}) {
+    const res = await fetch(this.baseUrl + path, {
+      method,
+      headers: {
+        "Api-Token": this.apiToken,
+        Accept: "application/json",
+        ...(body ? { "Content-Type": "application/json" } : {})
+      },
+      body: body ? JSON.stringify(body) : undefined
+    });
+
+    const text = await res.text();
+    const data = text ? safeJson(text) : null;
+
+    if (!res.ok) {
+      const err = new Error(`Chatter API error ${res.status} | ${data?.message}`);
+      err.status = res.status;
+      err.data = data;
+      const retryAfterMs = parseRetryAfterMs(res.headers.get("retry-after"));
+      if (retryAfterMs != null) err.retryAfterMs = retryAfterMs;
+      throw err;
+    }
+    return data;
+  }
+}
+
+/**
+ * Safely parse JSON, returning original text if parsing fails
+ */
+function safeJson(text) {
+  try {
+    return JSON.parse(text);
+  } catch {
+    return text;
+  }
+}
+
+function parseRetryAfterMs(value) {
+  if (!value) return null;
+
+  const sec = Number(value);
+  if (Number.isFinite(sec) && sec >= 0) return Math.ceil(sec * 1000);
+
+  const dateMs = Date.parse(value);
+  if (!Number.isFinite(dateMs)) return null;
+  return Math.max(0, dateMs - Date.now());
+}
+
+/**
+ * Fetches Chatter API token from AWS Secrets Manager
+ * SecretId format: CHATTER_COMPANY_KEY_<companyId>
+ *
+ * @param {string|number} companyId - The company ID
+ * @returns {Promise<string>} The API token
+ */
+async function getChatterApiToken(companyId) {
+  const key = String(companyId ?? "").trim();
+  if (!key) throw new Error("getChatterApiToken: companyId is required");
+
+  // Optional override for development/testing
+  if (process.env.CHATTER_API_TOKEN) return process.env.CHATTER_API_TOKEN;
+
+  const secretId = `CHATTER_COMPANY_KEY_${key}`;
+  const command = new GetSecretValueCommand({ SecretId: secretId });
+  const { SecretString, SecretBinary } = await secretsClient.send(command);
+
+  const token =
+    (SecretString && SecretString.trim()) ||
+    (SecretBinary && Buffer.from(SecretBinary, "base64").toString("ascii").trim()) ||
+    "";
+
+  if (!token) throw new Error(`Chatter API token secret is empty: ${secretId}`);
+  return token;
+}
+
+/**
+ * Creates a Chatter API client instance
+ *
+ * @param {string|number} companyId - The company ID
+ * @param {string} [baseUrl] - Optional base URL override
+ * @returns {Promise<ChatterApiClient>} Configured API client
+ */
+async function createChatterClient(companyId, baseUrl = CHATTER_BASE_URL) {
+  const apiToken = await getChatterApiToken(companyId);
+  return new ChatterApiClient({ baseUrl, apiToken });
+}
+
+module.exports = {
+  ChatterApiClient,
+  getChatterApiToken,
+  createChatterClient,
+  safeJson,
+  CHATTER_BASE_URL
+};

server/chatter/createLocation.js

@@ -0,0 +1,123 @@
+const DEFAULT_COMPANY_ID = process.env.CHATTER_DEFAULT_COMPANY_ID;
+const client = require("../graphql-client/graphql-client").client;
+const { createChatterClient } = require("./chatter-client");
+const InstanceManager = require("../utils/instanceMgr").default;
+
+const GET_BODYSHOP_FOR_CHATTER = `
+  query GET_BODYSHOP_FOR_CHATTER($id: uuid!) {
+    bodyshops_by_pk(id: $id) {
+      id
+      shopname
+      address1
+      city
+      state
+      zip_post
+      imexshopid
+      chatterid
+      chatter_company_id
+    }
+  }
+`;
+
+const UPDATE_BODYSHOP_CHATTER_FIELDS = `
+  mutation UPDATE_BODYSHOP_CHATTER_FIELDS($id: uuid!, $chatter_company_id: String!, $chatterid: String!) {
+    update_bodyshops_by_pk(pk_columns: {id: $id}, _set: {chatter_company_id: $chatter_company_id, chatterid: $chatterid}) {
+      id
+      chatter_company_id
+      chatterid
+    }
+  }
+`;
+
+const createLocation = async (req, res) => {
+  const { logger } = req;
+  const { bodyshopID, googlePlaceID } = req.body;
+
+  console.dir({ body: req.body });
+
+  if (!DEFAULT_COMPANY_ID) {
+    logger.log("chatter-create-location-no-default-company", "warn", null, null, { bodyshopID });
+    return res.json({ success: false, message: "No default company set" });
+  }
+
+  if (!googlePlaceID) {
+    logger.log("chatter-create-location-no-google-place-id", "warn", null, null, { bodyshopID });
+    return res.json({ success: false, message: "No google place id provided" });
+  }
+
+  if (!bodyshopID) {
+    logger.log("chatter-create-location-invalid-bodyshop", "warn", null, null, { bodyshopID });
+    return res.json({ success: false, message: "No bodyshop id" });
+  }
+
+  try {
+    const { bodyshops_by_pk: bodyshop } = await client.request(GET_BODYSHOP_FOR_CHATTER, { id: bodyshopID });
+
+    if (!bodyshop) {
+      logger.log("chatter-create-location-bodyshop-not-found", "warn", null, null, { bodyshopID });
+      return res.json({ success: false, message: "Bodyshop not found" });
+    }
+
+    if (bodyshop.chatter_company_id && bodyshop.chatterid) {
+      logger.log("chatter-create-location-already-exists", "warn", null, null, {
+        bodyshopID
+      });
+      return res.json({ success: false, message: "This Bodyshop already has a location associated with it" });
+    }
+
+    const chatterApi = await createChatterClient(DEFAULT_COMPANY_ID);
+
+    const locationIdentifier = `${DEFAULT_COMPANY_ID}-${bodyshop.id}`;
+
+    const locationPayload = {
+      name: bodyshop.shopname,
+      locationIdentifier: locationIdentifier,
+      address: bodyshop.address1,
+      postalCode: bodyshop.zip_post,
+      state: bodyshop.state,
+      city: bodyshop.city,
+      country: InstanceManager({ imex: "Canada", rome: "US" }),
+      googlePlaceId: googlePlaceID,
+      status: "active"
+    };
+
+    logger.log("chatter-create-location-calling-api", "info", null, null, { bodyshopID, locationIdentifier });
+
+    const response = await chatterApi.createLocation(DEFAULT_COMPANY_ID, locationPayload);
+
+    if (!response.location?.id) {
+      logger.log("chatter-create-location-no-location-id", "error", null, null, { bodyshopID, response });
+      return res.json({ success: false, message: "No location ID in response", data: response });
+    }
+
+    await client.request(UPDATE_BODYSHOP_CHATTER_FIELDS, {
+      id: bodyshopID,
+      chatter_company_id: DEFAULT_COMPANY_ID,
+      chatterid: String(response.location.id)
+    });
+
+    logger.log("chatter-create-location-success", "info", null, null, {
+      bodyshopID,
+      chatter_company_id: DEFAULT_COMPANY_ID,
+      chatterid: response.location.id,
+      locationIdentifier
+    });
+
+    return res.json({ success: true, data: response });
+  } catch (error) {
+    logger.log("chatter-create-location-error", "error", null, null, {
+      bodyshopID,
+      error: error.message,
+      status: error.status,
+      data: error.data
+    });
+
+    return res.json({
+      success: false,
+      message: error.message || "Failed to create location",
+      error: error.data
+    });
+  }
+};
+
+module.exports = createLocation;

server/data/autohouse.js

@@ -221,6 +221,8 @@ const CreateRepairOrderTag = (job, errorCallback) => {
 
   const repairCosts = CreateCosts(job);
 
+  const LaborDetailLines = generateLaborLines(job.timetickets);
+
   //Calculate detail only lines.
   const detailAdjustments = job.joblines
     .filter((jl) => jl.ah_detail_line && jl.mod_lbr_ty)
@@ -606,12 +608,14 @@ const CreateRepairOrderTag = (job, errorCallback) => {
         // CSIID: null,
         InsGroupCode: null
       },
-
       DetailLines: {
         DetailLine:
           job.joblines.length > 0
             ? job.joblines.map((jl) => GenerateDetailLines(job, jl, job.bodyshop.md_order_statuses))
             : [generateNullDetailLine()]
+      },
+      LaborDetailLines: {
+        LaborDetailLine: LaborDetailLines
       }
     };
     return ret;
@@ -787,6 +791,76 @@ const CreateCosts = (job) => {
   };
 };
 
+const generateLaborLines = (timetickets) => {
+  if (!timetickets || timetickets.length === 0) return [];
+
+  const codeToProps = {
+    LAB: { actual: "LaborBodyActualHours", flag: "LaborBodyFlagHours", cost: "LaborBodyCost" },
+    LAM: { actual: "LaborMechanicalActualHours", flag: "LaborMechanicalFlagHours", cost: "LaborMechanicalCost" },
+    LAG: { actual: "LaborGlassActualHours", flag: "LaborGlassFlagHours", cost: "LaborGlassCost" },
+    LAS: { actual: "LaborStructuralActualHours", flag: "LaborStructuralFlagHours", cost: "LaborStructuralCost" },
+    LAE: { actual: "LaborElectricalActualHours", flag: "LaborElectricalFlagHours", cost: "LaborElectricalCost" },
+    LAA: { actual: "LaborAluminumActualHours", flag: "LaborAluminumFlagHours", cost: "LaborAluminumCost" },
+    LAR: { actual: "LaborRefinishActualHours", flag: "LaborRefinishFlagHours", cost: "LaborRefinishCost" },
+    LAU: { actual: "LaborDetailActualHours", flag: "LaborDetailFlagHours", cost: "LaborDetailCost" },
+    LA1: { actual: "LaborOtherActualHours", flag: "LaborOtherFlagHours", cost: "LaborOtherCost" },
+    LA2: { actual: "LaborOtherActualHours", flag: "LaborOtherFlagHours", cost: "LaborOtherCost" },
+    LA3: { actual: "LaborOtherActualHours", flag: "LaborOtherFlagHours", cost: "LaborOtherCost" },
+    LA4: { actual: "LaborOtherActualHours", flag: "LaborOtherFlagHours", cost: "LaborOtherCost" }
+  };
+
+  return timetickets.map((ticket, idx) => {
+    const { ciecacode, employee, actualhrs = 0, productivehrs = 0, rate = 0 } = ticket;
+    const isFlatRate = employee?.flat_rate;
+    const hours = isFlatRate ? productivehrs : actualhrs;
+    const cost = rate * hours;
+
+    const laborDetail = {
+      LaborDetailLineNumber: idx + 1,
+      TechnicianNameFirst: employee?.first_name || "",
+      TechnicianNameLast: employee?.last_name || "",
+      LaborBodyActualHours: 0,
+      LaborMechanicalActualHours: 0,
+      LaborGlassActualHours: 0,
+      LaborStructuralActualHours: 0,
+      LaborElectricalActualHours: 0,
+      LaborAluminumActualHours: 0,
+      LaborRefinishActualHours: 0,
+      LaborDetailActualHours: 0,
+      LaborOtherActualHours: 0,
+      LaborBodyFlagHours: 0,
+      LaborMechanicalFlagHours: 0,
+      LaborGlassFlagHours: 0,
+      LaborStructuralFlagHours: 0,
+      LaborElectricalFlagHours: 0,
+      LaborAluminumFlagHours: 0,
+      LaborRefinishFlagHours: 0,
+      LaborDetailFlagHours: 0,
+      LaborOtherFlagHours: 0,
+      LaborBodyCost: 0,
+      LaborMechanicalCost: 0,
+      LaborGlassCost: 0,
+      LaborStructuralCost: 0,
+      LaborElectricalCost: 0,
+      LaborAluminumCost: 0,
+      LaborRefinishCost: 0,
+      LaborDetailCost: 0,
+      LaborOtherCost: 0
+    };
+
+    const effectiveCiecacode = ciecacode || "LA4";
+
+    if (codeToProps[effectiveCiecacode]) {
+      const { actual, flag, cost: costProp } = codeToProps[effectiveCiecacode];
+      laborDetail[actual] = actualhrs;
+      laborDetail[flag] = productivehrs;
+      laborDetail[costProp] = cost;
+    }
+
+    return laborDetail;
+  });
+};
+
 const StatusMapping = (status, md_ro_statuses) => {
   //Possible return statuses EST, SCH, ARR, IPR, RDY, DEL, CLO, CAN, UNDEFINED.
   const {

server/data/chatter-api.js

@@ -0,0 +1,554 @@
+/**
+ * Environment variables used by this file
+ * Chatter integration
+ * - CHATTER_API_CONCURRENCY
+ *   - Maximum number of jobs/interactions posted concurrently *per shop* (within a single shop's batch).
+ *   - Default: 5
+ *   - Used by: createConcurrencyLimit(MAX_CONCURRENCY)
+ *
+ * - CHATTER_API_REQUESTS_PER_SECOND
+ *   - Per-company outbound request rate (token bucket refill rate).
+ *   - Default: 3
+ *   - Must be a positive number; otherwise falls back to default.
+ *   - Used by: createTokenBucketRateLimiter({ refillPerSecond })
+ *
+ * - CHATTER_API_BURST_CAPACITY
+ *   - Per-company token bucket capacity (maximum burst size).
+ *   - Default: equals CHATTER_API_REQUESTS_PER_SECOND (i.e., 3 unless overridden)
+ *   - Must be a positive number; otherwise falls back to default.
+ *   - Used by: createTokenBucketRateLimiter({ capacity })
+ *
+ * - CHATTER_API_MAX_RETRIES
+ *   - Maximum number of attempts for posting an interaction before giving up.
+ *   - Default: 6
+ *   - Must be a positive integer; otherwise falls back to default.
+ *   - Used by: postInteractionWithPolicy()
+ *
+ * - CHATTER_API_TOKEN
+ *   - Optional override token for emergency/dev scenarios.
+ *   - If set, bypasses Secrets Manager/Redis token retrieval and uses this value for all companies.
+ *   - Used by: getChatterApiTokenCached()
+ *
+ * Notes
+ * - Per-company API tokens are otherwise fetched via getChatterApiToken(companyId) (Secrets Manager)
+ *   and may be cached via `sessionUtils.getChatterToken/setChatterToken` (Redis-backed).
+ */
+
+const queries = require("../graphql-client/queries");
+const moment = require("moment-timezone");
+const logger = require("../utils/logger");
+const { ChatterApiClient, getChatterApiToken, CHATTER_BASE_URL } = require("../chatter/chatter-client");
+
+const client = require("../graphql-client/graphql-client").client;
+
+const CHATTER_EVENT = process.env.NODE_ENV === "production" ? "delivery" : "TEST_INTEGRATION";
+const MAX_CONCURRENCY = Number(process.env.CHATTER_API_CONCURRENCY || 5);
+const CHATTER_REQUESTS_PER_SECOND = getPositiveNumber(process.env.CHATTER_API_REQUESTS_PER_SECOND, 3);
+const CHATTER_BURST_CAPACITY = getPositiveNumber(process.env.CHATTER_API_BURST_CAPACITY, CHATTER_REQUESTS_PER_SECOND);
+const CHATTER_MAX_RETRIES = getPositiveInteger(process.env.CHATTER_API_MAX_RETRIES, 6);
+
+// Client caching (in-memory) - tokens are now cached in Redis
+const clientCache = new Map(); // companyId -> ChatterApiClient
+const tokenInFlight = new Map(); // companyId -> Promise<string> (for in-flight deduplication)
+const companyRateLimiters = new Map(); // companyId -> rate limiter
+
+/**
+ * Core processing function for Chatter API jobs.
+ * This can be called by the HTTP handler or the BullMQ worker.
+ *
+ * @param {Object} options - Processing options
+ * @param {string} options.start - Start date for the delivery window
+ * @param {string} options.end - End date for the delivery window
+ * @param {Array<string>} options.bodyshopIds - Optional specific shops to process
+ * @param {boolean} options.skipUpload - Dry-run flag
+ * @param {Object} options.sessionUtils - Optional session utils for token caching
+ * @returns {Promise<Object>} Result with totals, allShopSummaries, and allErrors
+ */
+async function processChatterApiJob({ start, end, bodyshopIds, skipUpload, sessionUtils }) {
+  logger.log("chatter-api-start", "DEBUG", "api", null, null);
+
+  const allErrors = [];
+  const allShopSummaries = [];
+
+  // Shops that DO have chatter_company_id
+  const { bodyshops } = await client.request(queries.GET_CHATTER_SHOPS_WITH_COMPANY);
+
+  const shopsToProcess =
+    bodyshopIds?.length > 0 ? bodyshops.filter((shop) => bodyshopIds.includes(shop.id)) : bodyshops;
+
+  logger.log("chatter-api-shopsToProcess-generated", "DEBUG", "api", null, { count: shopsToProcess.length });
+
+  if (shopsToProcess.length === 0) {
+    logger.log("chatter-api-shopsToProcess-empty", "DEBUG", "api", null, null);
+    return {
+      totals: { shops: 0, jobs: 0, sent: 0, duplicates: 0, failed: 0 },
+      allShopSummaries: [],
+      allErrors: []
+    };
+  }
+
+  await processBatchApi({
+    shopsToProcess,
+    start,
+    end,
+    skipUpload,
+    allShopSummaries,
+    allErrors,
+    sessionUtils
+  });
+
+  const totals = allShopSummaries.reduce(
+    (acc, s) => {
+      acc.shops += 1;
+      acc.jobs += s.jobs || 0;
+      acc.sent += s.sent || 0;
+      acc.duplicates += s.duplicates || 0;
+      acc.failed += s.failed || 0;
+      return acc;
+    },
+    { shops: 0, jobs: 0, sent: 0, duplicates: 0, failed: 0 }
+  );
+
+  logger.log("chatter-api-end", "DEBUG", "api", null, totals);
+
+  return { totals, allShopSummaries, allErrors };
+}
+
+exports.default = async (req, res) => {
+  if (process.env.NODE_ENV !== "production") return res.sendStatus(403);
+  if (req.headers["x-imex-auth"] !== process.env.AUTOHOUSE_AUTH_TOKEN) return res.sendStatus(401);
+
+  res.status(202).json({
+    success: true,
+    message: "Chatter API job queued for processing",
+    timestamp: new Date().toISOString()
+  });
+
+  try {
+    const { dispatchChatterApiJob } = require("./queues/chatterApiQueue");
+    const { start, end, bodyshopIds, skipUpload } = req.body;
+
+    await dispatchChatterApiJob({
+      start,
+      end,
+      bodyshopIds,
+      skipUpload
+    });
+  } catch (error) {
+    logger.log("chatter-api-queue-dispatch-error", "ERROR", "api", null, {
+      error: error.message,
+      stack: error.stack
+    });
+  }
+};
+
+exports.processChatterApiJob = processChatterApiJob;
+
+async function processBatchApi({ shopsToProcess, start, end, skipUpload, allShopSummaries, allErrors, sessionUtils }) {
+  for (const bodyshop of shopsToProcess) {
+    const summary = {
+      bodyshopid: bodyshop.id,
+      imexshopid: bodyshop.imexshopid,
+      shopname: bodyshop.shopname,
+      chatter_company_id: bodyshop.chatter_company_id,
+      chatterid: bodyshop.chatterid,
+      jobs: 0,
+      sent: 0,
+      duplicates: 0,
+      failed: 0,
+      ok: true
+    };
+
+    try {
+      logger.log("chatter-api-start-shop", "DEBUG", "api", bodyshop.id, { shopname: bodyshop.shopname });
+
+      const companyId = parseCompanyId(bodyshop.chatter_company_id);
+      if (!companyId) {
+        summary.ok = false;
+        summary.failed = 0;
+        allErrors.push({
+          ...pickShop(bodyshop),
+          fatal: true,
+          errors: [`Invalid chatter_company_id: "${bodyshop.chatter_company_id}"`]
+        });
+        allShopSummaries.push(summary);
+        continue;
+      }
+
+      const chatterApi = await getChatterApiClient(companyId, sessionUtils);
+
+      const { jobs } = await client.request(queries.CHATTER_QUERY, {
+        bodyshopid: bodyshop.id,
+        start: start ? moment(start).startOf("day") : moment().subtract(1, "days").startOf("day"),
+        ...(end && { end: moment(end).endOf("day") })
+      });
+
+      summary.jobs = jobs.length;
+
+      // concurrency-limited posting
+      const limit = createConcurrencyLimit(MAX_CONCURRENCY);
+      const results = await Promise.all(
+        jobs.map((j) =>
+          limit(async () => {
+            const payload = buildInteractionPayload(bodyshop, j);
+
+            // keep legacy flag name: skipUpload == dry-run
+            if (skipUpload) return { ok: true, dryRun: true };
+
+            const r = await postInteractionWithPolicy(chatterApi, companyId, payload);
+            return r;
+          })
+        )
+      );
+
+      for (const r of results) {
+        if (r?.dryRun) continue;
+        if (r?.ok && r?.duplicate) summary.duplicates += 1;
+        else if (r?.ok) summary.sent += 1;
+        else summary.failed += 1;
+      }
+
+      // record failures with some detail (cap to avoid huge emails)
+      const failures = results
+        .filter((r) => r && r.ok === false)
+        .slice(0, 25)
+        .map((r) => ({
+          status: r.status,
+          error: r.error,
+          context: r.context
+        }));
+
+      if (failures.length) {
+        summary.ok = false;
+        allErrors.push({
+          ...pickShop(bodyshop),
+          fatal: false,
+          errors: failures
+        });
+      }
+
+      logger.log("chatter-api-end-shop", "DEBUG", "api", bodyshop.id, summary);
+    } catch (error) {
+      summary.ok = false;
+
+      logger.log("chatter-api-error-shop", "ERROR", "api", bodyshop.id, {
+        error: error.message,
+        stack: error.stack
+      });
+
+      allErrors.push({
+        ...pickShop(bodyshop),
+        fatal: true,
+        errors: [error.toString()]
+      });
+    } finally {
+      allShopSummaries.push(summary);
+    }
+  }
+}
+
+function buildInteractionPayload(bodyshop, j) {
+  const isCompany = Boolean(j.ownr_co_nm);
+
+  const locationIdentifier = `${bodyshop.chatter_company_id}-${bodyshop.id}`;
+  const timestamp = formatChatterTimestamp(j.actual_delivery, bodyshop.timezone);
+
+  if (j.actual_delivery && !timestamp) {
+    logger.log("chatter-api-invalid-delivery-timestamp", "WARN", "api", bodyshop.id, {
+      bodyshopId: bodyshop.id,
+      jobId: j.id,
+      timezone: bodyshop.timezone,
+      actualDelivery: j.actual_delivery
+    });
+  }
+
+  return {
+    locationIdentifier: locationIdentifier,
+    event: CHATTER_EVENT,
+    consent: "true",
+    transactionId: j.ro_number != null ? String(j.ro_number) : undefined,
+    timestamp,
+    firstName: isCompany ? null : j.ownr_fn || null,
+    lastName: isCompany ? j.ownr_co_nm : j.ownr_ln || null,
+    emailAddress: j.ownr_ea || undefined,
+    phoneNumber: j.ownr_ph1 || undefined,
+    metadata: {
+      imexShopId: bodyshop.imexshopid,
+      bodyshopId: bodyshop.id,
+      jobId: j.id
+    }
+  };
+}
+
+async function postInteractionWithPolicy(chatterApi, companyId, payload) {
+  const limiter = getCompanyRateLimiter(companyId);
+  const requestContext = {
+    companyId,
+    locationIdentifier: payload?.locationIdentifier,
+    transactionId: payload?.transactionId,
+    timestamp: payload?.timestamp ?? null,
+    bodyshopId: payload?.metadata?.bodyshopId ?? null,
+    jobId: payload?.metadata?.jobId ?? null
+  };
+
+  for (let attempt = 0; attempt < CHATTER_MAX_RETRIES; attempt++) {
+    await limiter.acquire();
+
+    try {
+      await chatterApi.postInteraction(companyId, payload);
+      return { ok: true };
+    } catch (e) {
+      // duplicate -> treat as successful idempotency outcome
+      if (e.status === 409) return { ok: true, duplicate: true, error: e.data };
+
+      // rate limited -> backoff + retry
+      if (e.status === 429) {
+        const retryDelayMs = retryDelayMsForError(e, attempt);
+        limiter.pause(retryDelayMs);
+        logger.log("chatter-api-request-rate-limited", "WARN", "api", requestContext.bodyshopId, {
+          ...requestContext,
+          attempt: attempt + 1,
+          maxAttempts: CHATTER_MAX_RETRIES,
+          status: e.status,
+          retryAfterMs: e.retryAfterMs,
+          retryDelayMs,
+          error: e.data ?? e.message
+        });
+        await sleep(retryDelayMs);
+        continue;
+      }
+
+      logger.log("chatter-api-request-failed", "ERROR", "api", requestContext.bodyshopId, {
+        ...requestContext,
+        attempt: attempt + 1,
+        maxAttempts: CHATTER_MAX_RETRIES,
+        status: e.status,
+        error: e.data ?? e.message
+      });
+      return { ok: false, status: e.status, error: e.data ?? e.message, context: requestContext };
+    }
+  }
+
+  logger.log("chatter-api-request-failed", "ERROR", "api", requestContext.bodyshopId, {
+    ...requestContext,
+    maxAttempts: CHATTER_MAX_RETRIES,
+    status: 429,
+    error: "rate limit retry exhausted"
+  });
+
+  return { ok: false, status: 429, error: "rate limit retry exhausted", context: requestContext };
+}
+
+function parseCompanyId(val) {
+  const s = String(val ?? "").trim();
+  if (!s) return null;
+  const n = Number(s);
+  if (!Number.isFinite(n) || !Number.isInteger(n) || n <= 0) return null;
+  return n;
+}
+
+function pickShop(bodyshop) {
+  return {
+    bodyshopid: bodyshop.id,
+    imexshopid: bodyshop.imexshopid,
+    shopname: bodyshop.shopname,
+    chatter_company_id: bodyshop.chatter_company_id,
+    chatterid: bodyshop.chatterid
+  };
+}
+
+function sleep(ms) {
+  return new Promise((r) => setTimeout(r, ms));
+}
+
+function backoffMs(attempt) {
+  const base = Math.min(30_000, 500 * 2 ** attempt);
+  const jitter = Math.floor(Math.random() * 250);
+  return base + jitter;
+}
+
+function retryDelayMsForError(error, attempt) {
+  const retryAfterMs = Number(error?.retryAfterMs);
+  if (Number.isFinite(retryAfterMs) && retryAfterMs > 0) {
+    const jitter = Math.floor(Math.random() * 250);
+    return Math.min(60_000, retryAfterMs + jitter);
+  }
+  return backoffMs(attempt);
+}
+
+function formatChatterTimestamp(value, timezone) {
+  if (!value) return undefined;
+
+  const hasValidTimezone = Boolean(timezone && moment.tz.zone(timezone));
+  const parsed = hasValidTimezone ? moment(value).tz(timezone) : moment(value);
+  if (!parsed.isValid()) return undefined;
+
+  // Keep a strict, Chatter-friendly timestamp without fractional seconds.
+  return parsed.utc().format("YYYY-MM-DD HH:mm:ss[Z]");
+}
+
+function createConcurrencyLimit(max) {
+  let active = 0;
+  const queue = [];
+
+  const next = () => {
+    if (active >= max) return;
+    const fn = queue.shift();
+    if (!fn) return;
+    active++;
+    fn()
+      .catch(() => {})
+      .finally(() => {
+        active--;
+        next();
+      });
+  };
+
+  return (fn) =>
+    new Promise((resolve, reject) => {
+      queue.push(async () => {
+        try {
+          resolve(await fn());
+        } catch (e) {
+          reject(e);
+        }
+      });
+      next();
+    });
+}
+
+function getCompanyRateLimiter(companyId) {
+  const key = String(companyId);
+  const existing = companyRateLimiters.get(key);
+  if (existing) return existing;
+
+  const limiter = createTokenBucketRateLimiter({
+    refillPerSecond: CHATTER_REQUESTS_PER_SECOND,
+    capacity: CHATTER_BURST_CAPACITY
+  });
+
+  companyRateLimiters.set(key, limiter);
+  return limiter;
+}
+
+function createTokenBucketRateLimiter({ refillPerSecond, capacity }) {
+  let tokens = capacity;
+  let lastRefillAt = Date.now();
+  let pauseUntil = 0;
+  let chain = Promise.resolve();
+
+  const refill = () => {
+    const now = Date.now();
+    const elapsedSec = (now - lastRefillAt) / 1000;
+    if (elapsedSec <= 0) return;
+    tokens = Math.min(capacity, tokens + elapsedSec * refillPerSecond);
+    lastRefillAt = now;
+  };
+
+  const waitForPermit = async () => {
+    for (;;) {
+      const now = Date.now();
+      if (pauseUntil > now) {
+        await sleep(pauseUntil - now);
+        continue;
+      }
+
+      refill();
+      if (tokens >= 1) {
+        tokens -= 1;
+        return;
+      }
+
+      const missing = 1 - tokens;
+      const waitMs = Math.max(25, Math.ceil((missing / refillPerSecond) * 1000));
+      await sleep(waitMs);
+    }
+  };
+
+  return {
+    acquire() {
+      chain = chain.then(waitForPermit, waitForPermit);
+      return chain;
+    },
+    pause(ms) {
+      const n = Number(ms);
+      if (!Number.isFinite(n) || n <= 0) return;
+      pauseUntil = Math.max(pauseUntil, Date.now() + n);
+    }
+  };
+}
+
+function getPositiveNumber(value, fallback) {
+  const n = Number(value);
+  return Number.isFinite(n) && n > 0 ? n : fallback;
+}
+
+function getPositiveInteger(value, fallback) {
+  const n = Number(value);
+  return Number.isInteger(n) && n > 0 ? n : fallback;
+}
+
+/**
+ * Returns a per-company Chatter API client, caching both the token and the client.
+ */
+async function getChatterApiClient(companyId, sessionUtils) {
+  const key = String(companyId);
+
+  const existing = clientCache.get(key);
+  if (existing) return existing;
+
+  const apiToken = await getChatterApiTokenCached(companyId, sessionUtils);
+  const chatterApi = new ChatterApiClient({ baseUrl: CHATTER_BASE_URL, apiToken });
+
+  clientCache.set(key, chatterApi);
+  return chatterApi;
+}
+
+/**
+ * Fetches the per-company token from AWS Secrets Manager with Redis caching
+ * SecretId: CHATTER_COMPANY_KEY_<companyId>
+ *
+ * Uses Redis caching + in-flight dedupe to avoid hammering Secrets Manager.
+ */
+async function getChatterApiTokenCached(companyId, sessionUtils) {
+  const key = String(companyId ?? "").trim();
+  if (!key) throw new Error("getChatterApiToken: companyId is required");
+
+  // Optional override for emergency/dev
+  if (process.env.CHATTER_API_TOKEN) return process.env.CHATTER_API_TOKEN;
+
+  // Check Redis cache if sessionUtils is available
+  if (sessionUtils?.getChatterToken) {
+    const cachedToken = await sessionUtils.getChatterToken(key);
+    if (cachedToken) {
+      logger.log("chatter-api-get-token-cache-hit", "DEBUG", "api", null, { companyId: key });
+      return cachedToken;
+    }
+  }
+
+  // Check for in-flight requests
+  const inflight = tokenInFlight.get(key);
+  if (inflight) return inflight;
+
+  const p = (async () => {
+    logger.log("chatter-api-get-token-cache-miss", "DEBUG", "api", null, { companyId: key });
+
+    // Fetch token from Secrets Manager using shared function
+    const token = await getChatterApiToken(companyId);
+
+    // Store in Redis cache if sessionUtils is available
+    if (sessionUtils?.setChatterToken) {
+      await sessionUtils.setChatterToken(key, token);
+    }
+
+    return token;
+  })();
+
+  tokenInFlight.set(key, p);
+
+  try {
+    return await p;
+  } finally {
+    tokenInFlight.delete(key);
+  }
+}

server/data/chatter.js

@@ -4,6 +4,8 @@ const converter = require("json-2-csv");
 const logger = require("../utils/logger");
 const fs = require("fs");
 const { SecretsManagerClient, GetSecretValueCommand } = require("@aws-sdk/client-secrets-manager");
+const { defaultProvider } = require("@aws-sdk/credential-provider-node");
+const { isString, isEmpty } = require("lodash");
 let Client = require("ssh2-sftp-client");
 
 const client = require("../graphql-client/graphql-client").client;
@@ -144,7 +146,18 @@ async function processBatch(shopsToProcess, start, end, allChatterObjects, allEr
 
 async function getPrivateKey() {
   // Connect to AWS Secrets Manager
-  const client = new SecretsManagerClient({ region: "ca-central-1" });
+  const secretsClientOptions = {
+    region: "ca-central-1",
+    credentials: defaultProvider()
+  };
+
+  const isLocal = isString(process.env?.LOCALSTACK_HOSTNAME) && !isEmpty(process.env?.LOCALSTACK_HOSTNAME);
+
+  if (isLocal) {
+    secretsClientOptions.endpoint = `http://${process.env.LOCALSTACK_HOSTNAME}:4566`;
+  }
+
+  const client = new SecretsManagerClient(secretsClientOptions);
   const command = new GetSecretValueCommand({ SecretId: "CHATTER_PRIVATE_KEY" });
 
   logger.log("chatter-get-private-key", "DEBUG", "api", null, null);

server/data/data.js

@@ -9,4 +9,5 @@ exports.emsUpload = require("./emsUpload").default;
 exports.carfax = require("./carfax").default;
 exports.carfaxRps = require("./carfax-rps").default;
 exports.vehicletype = require("./vehicletype/vehicletype").default;
-exports.documentAnalytics = require("./analytics/documents").default;
+exports.documentAnalytics = require("./analytics/documents").default;
+exports.chatterApi = require("./chatter-api").default;

server/data/queues/chatterApiQueue.js

@@ -0,0 +1,178 @@
+const { Queue, Worker } = require("bullmq");
+const { registerCleanupTask } = require("../../utils/cleanupManager");
+const getBullMQPrefix = require("../../utils/getBullMQPrefix");
+const devDebugLogger = require("../../utils/devDebugLogger");
+const moment = require("moment-timezone");
+const { sendServerEmail } = require("../../email/sendemail");
+
+let chatterApiQueue;
+let chatterApiWorker;
+
+/**
+ * Initializes the Chatter API queue and worker.
+ *
+ * @param {Object} options - Configuration options for queue initialization.
+ * @param {Object} options.pubClient - Redis client instance for queue communication.
+ * @param {Object} options.logger - Logger instance for logging events and debugging.
+ * @param {Function} options.processJob - Function to process the Chatter API job.
+ * @param {Function} options.getChatterToken - Function to get Chatter token from Redis.
+ * @param {Function} options.setChatterToken - Function to set Chatter token in Redis.
+ * @returns {Queue} The initialized `chatterApiQueue` instance.
+ */
+const loadChatterApiQueue = async ({ pubClient, logger, processJob, getChatterToken, setChatterToken }) => {
+  if (!chatterApiQueue) {
+    const prefix = getBullMQPrefix();
+
+    devDebugLogger(`Initializing Chatter API Queue with prefix: ${prefix}`);
+
+    chatterApiQueue = new Queue("chatterApi", {
+      prefix,
+      connection: pubClient,
+      defaultJobOptions: {
+        removeOnComplete: true,
+        removeOnFail: false,
+        attempts: 3,
+        backoff: {
+          type: "exponential",
+          delay: 60000 // 1 minute base delay
+        }
+      }
+    });
+
+    chatterApiWorker = new Worker(
+      "chatterApi",
+      async (job) => {
+        const { start, end, bodyshopIds, skipUpload } = job.data;
+
+        logger.log("chatter-api-queue-job-start", "INFO", "api", null, {
+          jobId: job.id,
+          start,
+          end,
+          bodyshopIds,
+          skipUpload
+        });
+
+        try {
+          // Provide sessionUtils-like object with token caching functions
+          const sessionUtils = {
+            getChatterToken,
+            setChatterToken
+          };
+
+          const result = await processJob({
+            start,
+            end,
+            bodyshopIds,
+            skipUpload,
+            sessionUtils
+          });
+
+          logger.log("chatter-api-queue-job-complete", "INFO", "api", null, {
+            jobId: job.id,
+            totals: result.totals
+          });
+
+          // Send email summary
+          await sendServerEmail({
+            subject: `Chatter API Report ${moment().format("MM-DD-YY")}`,
+            text:
+              `Totals:\n${JSON.stringify(result.totals, null, 2)}\n\n` +
+              `Shop summaries:\n${JSON.stringify(result.allShopSummaries, null, 2)}\n\n` +
+              `Errors:\n${JSON.stringify(result.allErrors, null, 2)}\n`
+          });
+
+          return result;
+        } catch (error) {
+          logger.log("chatter-api-queue-job-error", "ERROR", "api", null, {
+            jobId: job.id,
+            error: error.message,
+            stack: error.stack
+          });
+
+          // Send error email
+          await sendServerEmail({
+            subject: `Chatter API Error ${moment().format("MM-DD-YY")}`,
+            text: `Job failed:\n${error.message}\n\n${error.stack}`
+          });
+
+          throw error;
+        }
+      },
+      {
+        prefix,
+        connection: pubClient,
+        concurrency: 1, // Process one job at a time
+        lockDuration: 14400000 // 4 hours - allow long-running jobs
+      }
+    );
+
+    // Event handlers
+    chatterApiWorker.on("completed", (job) => {
+      devDebugLogger(`Chatter API job ${job.id} completed`);
+    });
+
+    chatterApiWorker.on("failed", (job, err) => {
+      logger.log("chatter-api-queue-job-failed", "ERROR", "api", null, {
+        jobId: job?.id,
+        message: err?.message,
+        stack: err?.stack
+      });
+    });
+
+    chatterApiWorker.on("progress", (job, progress) => {
+      devDebugLogger(`Chatter API job ${job.id} progress: ${progress}%`);
+    });
+
+    // Register cleanup task
+    const shutdown = async () => {
+      devDebugLogger("Closing Chatter API queue worker...");
+      await chatterApiWorker.close();
+      devDebugLogger("Chatter API queue worker closed");
+    };
+    registerCleanupTask(shutdown);
+  }
+
+  return chatterApiQueue;
+};
+
+/**
+ * Retrieves the initialized `chatterApiQueue` instance.
+ *
+ * @returns {Queue} The `chatterApiQueue` instance.
+ * @throws {Error} If `chatterApiQueue` is not initialized.
+ */
+const getQueue = () => {
+  if (!chatterApiQueue) {
+    throw new Error("Chatter API queue not initialized. Ensure loadChatterApiQueue is called during bootstrap.");
+  }
+  return chatterApiQueue;
+};
+
+/**
+ * Dispatches a Chatter API job to the queue.
+ *
+ * @param {Object} options - Options for the job.
+ * @param {string} options.start - Start date for the delivery window.
+ * @param {string} options.end - End date for the delivery window.
+ * @param {Array<string>} options.bodyshopIds - Optional specific shops to process.
+ * @param {boolean} options.skipUpload - Dry-run flag.
+ * @returns {Promise<void>} Resolves when the job is added to the queue.
+ */
+const dispatchChatterApiJob = async ({ start, end, bodyshopIds, skipUpload }) => {
+  const queue = getQueue();
+
+  const jobData = {
+    start: start || moment().subtract(1, "days").startOf("day").toISOString(),
+    end: end || moment().endOf("day").toISOString(),
+    bodyshopIds: bodyshopIds || [],
+    skipUpload: skipUpload || false
+  };
+
+  await queue.add("process-chatter-api", jobData, {
+    jobId: `chatter-api-${moment().format("YYYY-MM-DD-HHmmss")}`
+  });
+
+  devDebugLogger(`Added Chatter API job to queue: ${JSON.stringify(jobData)}`);
+};
+
+module.exports = { loadChatterApiQueue, getQueue, dispatchChatterApiJob };

server/graphql-client/queries.js

@@ -827,13 +827,21 @@ exports.AUTOHOUSE_QUERY = `query AUTOHOUSE_EXPORT($start: timestamptz, $bodyshop
         quantity
       }
     }
-    timetickets {
+    timetickets(where: {cost_center: {_neq: "timetickets.labels.shift"}}) {
       id
       rate
+      ciecacode
       cost_center
       actualhrs
       productivehrs
       flat_rate
+      employeeid
+      employee {
+        employee_number
+        flat_rate
+        first_name
+        last_name
+      }
     }
     area_of_damage
     employee_prep_rel {
@@ -1612,6 +1620,9 @@ exports.GET_JOB_BY_PK = `query GET_JOB_BY_PK($id: uuid!) {
       rate_ats
       flat_rate_ats
       rate_ats_flat
+      dms_id
+      dms_customer_id
+      dms_advisor_id
       joblines(where: { removed: { _eq: false } }){
         id
         line_no
@@ -1911,10 +1922,35 @@ exports.GET_AUTOHOUSE_SHOPS = `query GET_AUTOHOUSE_SHOPS {
 }`;
 
 exports.GET_CHATTER_SHOPS = `query GET_CHATTER_SHOPS {
-  bodyshops(where: {chatterid: {_is_null: false}, _or: {chatterid: {_neq: ""}}}){
+  bodyshops(
+    where: {
+      chatterid: { _is_null: false, _neq: "" }
+      _or: [
+        { chatter_company_id: { _is_null: true } }
+        { chatter_company_id: { _eq: "" } }
+      ]
+    }
+  ) {
     id
     shopname
     chatterid
+    chatter_company_id
+    imexshopid
+    timezone
+  }
+}`;
+
+exports.GET_CHATTER_SHOPS_WITH_COMPANY = `query GET_CHATTER_SHOPS_WITH_COMPANY {
+  bodyshops(
+    where: {
+      chatterid: { _is_null: false, _neq: "" }
+      chatter_company_id: { _is_null: false, _neq: "" }
+    }
+  ) {
+    id
+    shopname
+    chatterid
+    chatter_company_id
     imexshopid
     timezone
   }
@@ -3203,9 +3239,12 @@ exports.UPDATE_USER_FCM_TOKENS_BY_EMAIL = /* GraphQL */ `
   }
 `;
 
-exports.SET_JOB_DMS_ID = `mutation SetJobDmsId($id: uuid!, $dms_id: String!) {
+exports.SET_JOB_DMS_ID = `mutation SetJobDmsId($id: uuid!, $dms_id: String!, $dms_customer_id: String, $dms_advisor_id: String, $kmin: Int) {
-    update_jobs_by_pk(pk_columns: { id: $id }, _set: { dms_id: $dms_id }) {
+    update_jobs_by_pk(pk_columns: { id: $id }, _set: { dms_id: $dms_id, dms_customer_id: $dms_customer_id, dms_advisor_id: $dms_advisor_id, kmin: $kmin }) {
       id
       dms_id
+      dms_customer_id
+      dms_advisor_id
+      kmin
     }
   }`;

server/job/job-costing.js

@@ -13,6 +13,9 @@ const { DiscountNotAlreadyCounted } = InstanceManager({
 // Dinero.globalLocale = "en-CA";
 Dinero.globalRoundingMode = "HALF_EVEN";
 
+const isImEX = InstanceManager({ imex: true, rome: false });
+const isRome = InstanceManager({ imex: false, rome: true });
+
 async function JobCosting(req, res) {
   const { jobid } = req.body;
 
@@ -266,9 +269,7 @@ function GenerateCostingData(job) {
   );
 
   const materialsHours = { mapaHrs: 0, mashHrs: 0 };
-  let mashOpCodes = InstanceManager({
+  let mashOpCodes = isRome && ParseCalopCode(job.materials["MASH"]?.cal_opcode);
-    rome: ParseCalopCode(job.materials["MASH"]?.cal_opcode)
-  });
   let hasMapaLine = false;
   let hasMashLine = false;
 
@@ -355,7 +356,7 @@ function GenerateCostingData(job) {
           if (val.mod_lbr_ty === "LAR") {
             materialsHours.mapaHrs += val.mod_lb_hrs || 0;
           }
-          if (InstanceManager({ imex: true, rome: false })) {
+          if (isImEX) {
             if (val.mod_lbr_ty !== "LAR") {
               materialsHours.mashHrs += val.mod_lb_hrs || 0;
             }
@@ -363,7 +364,7 @@ function GenerateCostingData(job) {
             if (val.mod_lbr_ty !== "LAR" && mashOpCodes.includes(val.lbr_op)) {
               materialsHours.mashHrs += val.mod_lb_hrs || 0;
             }
-            if (val.manual_line === true && !mashOpCodes.includes(val.lbr_op) && val.mod_lbr_ty !== "LAR" ) {
+            if (val.manual_line === true && !mashOpCodes.includes(val.lbr_op) && val.mod_lbr_ty !== "LAR") {
               materialsHours.mashHrs += val.mod_lb_hrs || 0;
             }
           }
@@ -525,14 +526,15 @@ function GenerateCostingData(job) {
       }
     }
 
-    if (InstanceManager({ rome: true })) {
+    if (isRome) {
       if (convertedKey) {
         const correspondingCiecaStlTotalLine = job.cieca_stl?.data.find(
           (c) => c.ttl_typecd === convertedKey.toUpperCase()
         );
         if (
           correspondingCiecaStlTotalLine &&
-          Math.abs(jobLineTotalsByProfitCenter.parts[key].getAmount() - correspondingCiecaStlTotalLine.ttl_amt * 100) > 1
+          Math.abs(jobLineTotalsByProfitCenter.parts[key].getAmount() - correspondingCiecaStlTotalLine.ttl_amt * 100) >
+            1
         ) {
           jobLineTotalsByProfitCenter.parts[key] = jobLineTotalsByProfitCenter.parts[key].add(disc).add(markup);
         }
@@ -545,7 +547,7 @@ function GenerateCostingData(job) {
     if (
       job.materials["MAPA"] &&
       job.materials["MAPA"].cal_maxdlr !== undefined &&
-      job.materials["MAPA"].cal_maxdlr >= 0
+      (isRome ? job.materials["MAPA"].cal_maxdlr >= 0 : job.materials["MAPA"].cal_maxdlr > 0)
     ) {
       //It has an upper threshhold.
       threshold = Dinero({
@@ -595,7 +597,7 @@ function GenerateCostingData(job) {
     if (
       job.materials["MASH"] &&
       job.materials["MASH"].cal_maxdlr !== undefined &&
-      job.materials["MASH"].cal_maxdlr >= 0
+      (isRome ? job.materials["MASH"].cal_maxdlr >= 0 : job.materials["MASH"].cal_maxdlr > 0)
     ) {
       //It has an upper threshhold.
       threshold = Dinero({
@@ -641,7 +643,7 @@ function GenerateCostingData(job) {
     }
   }
 
-  if (InstanceManager({ imex: false, rome: true })) {
+  if (isRome) {
     const stlTowing = job.cieca_stl?.data.find((c) => c.ttl_type === "OTTW");
     const stlStorage = job.cieca_stl?.data.find((c) => c.ttl_type === "OTST");
 

server/routes/chatterRoutes.js

@@ -0,0 +1,12 @@
+const express = require("express");
+const createLocation = require("../chatter/createLocation");
+const router = express.Router();
+const validateFirebaseIdTokenMiddleware = require("../middleware/validateFirebaseIdTokenMiddleware");
+const validateAdminMiddleware = require("../middleware/validateAdminMiddleware");
+
+router.use(validateFirebaseIdTokenMiddleware);
+router.use(validateAdminMiddleware);
+
+router.post("/create-location", createLocation);
+
+module.exports = router;

server/routes/dataRoutes.js

@@ -1,10 +1,21 @@
 const express = require("express");
 const router = express.Router();
-const { autohouse, claimscorp, chatter, kaizen, usageReport, podium, carfax, carfaxRps } = require("../data/data");
+const {
+  autohouse,
+  claimscorp,
+  chatter,
+  kaizen,
+  usageReport,
+  podium,
+  carfax,
+  carfaxRps,
+  chatterApi
+} = require("../data/data");
 
 router.post("/ah", autohouse);
 router.post("/cc", claimscorp);
 router.post("/chatter", chatter);
+router.post("/chatter-api", chatterApi);
 router.post("/kaizen", kaizen);
 router.post("/usagereport", usageReport);
 router.post("/podium", podium);

server/rr/rr-export-logs.js

@@ -86,8 +86,9 @@ const buildMessageJSONString = ({ error, classification, result, fallback }) =>
 /**
  * Success: mark job exported + (optionally) insert a success log.
  * Uses queries.MARK_JOB_EXPORTED (same shape as Fortellis/PBS).
+ * @param {boolean} isEarlyRo - If true, only logs success but does NOT change job status (for early RO creation)
  */
-const markRRExportSuccess = async ({ socket, jobId, job, bodyshop, result, metaExtra = {} }) => {
+const markRRExportSuccess = async ({ socket, jobId, job, bodyshop, result, metaExtra = {}, isEarlyRo = false }) => {
   const endpoint = process.env.GRAPHQL_ENDPOINT;
   if (!endpoint) throw new Error("GRAPHQL_ENDPOINT not configured");
   const token = getAuthToken(socket);
@@ -96,11 +97,40 @@ const markRRExportSuccess = async ({ socket, jobId, job, bodyshop, result, metaE
   const client = new GraphQLClient(endpoint, {});
   client.setHeaders({ Authorization: `Bearer ${token}` });
 
+  const meta = buildRRExportMeta({ result, extra: metaExtra });
+
+  // For early RO, we only insert a log but do NOT change job status or mark as exported
+  if (isEarlyRo) {
+    try {
+      await client.request(queries.INSERT_EXPORT_LOG, {
+        logs: [
+          {
+            bodyshopid: bodyshop?.id || job?.bodyshop?.id,
+            jobid: jobId,
+            successful: true,
+            useremail: socket?.user?.email || null,
+            metadata: meta,
+            message: buildMessageJSONString({ result, fallback: "RR early RO created" })
+          }
+        ]
+      });
+
+      CreateRRLogEvent(socket, "INFO", "RR early RO: success log inserted (job status unchanged)", {
+        jobId
+      });
+    } catch (e) {
+      CreateRRLogEvent(socket, "ERROR", "RR early RO: failed to insert success log", {
+        jobId,
+        error: e?.message
+      });
+    }
+    return;
+  }
+
+  // Full export: mark job as exported and insert success log
   const exportedStatus =
     job?.bodyshop?.md_ro_statuses?.default_exported || bodyshop?.md_ro_statuses?.default_exported || "Exported*";
 
-  const meta = buildRRExportMeta({ result, extra: metaExtra });
-
   try {
     await client.request(queries.MARK_JOB_EXPORTED, {
       jobId,

server/rr/rr-job-export.js

@@ -56,7 +56,319 @@ const deriveRRStatus = (rrRes = {}) => {
 };
 
 /**
- * Step 1: Export a job to RR as a new Repair Order.
+ * Early RO Creation: Create a minimal RR Repair Order with basic info (customer, advisor, mileage, story).
+ * Used when creating RO from convert button or admin page before full job export.
+ * @param args
+ * @returns {Promise<{success: boolean, data: *, roStatus: {status: *, statusCode: *|undefined, message}, statusBlocks: *|{}, customerNo: string, svId: *, roNo: *, xml: *}>}
+ */
+const createMinimalRRRepairOrder = async (args) => {
+  const { bodyshop, job, advisorNo, selectedCustomer, txEnvelope, socket, svId } = args || {};
+
+  if (!bodyshop) throw new Error("createMinimalRRRepairOrder: bodyshop is required");
+  if (!job) throw new Error("createMinimalRRRepairOrder: job is required");
+  if (advisorNo == null || String(advisorNo).trim() === "") {
+    throw new Error("createMinimalRRRepairOrder: advisorNo is required for RR");
+  }
+
+  // Resolve customer number (accept multiple shapes)
+  const selected = selectedCustomer?.customerNo || selectedCustomer?.custNo;
+  if (!selected) throw new Error("createMinimalRRRepairOrder: selectedCustomer.custNo/customerNo is required");
+
+  const { client, opts } = buildClientAndOpts(bodyshop);
+
+  // For early RO creation we always "Insert" (create minimal RO)
+  const finalOpts = {
+    ...opts,
+    envelope: {
+      ...(opts?.envelope || {}),
+      sender: {
+        ...(opts?.envelope?.sender || {}),
+        task: "BSMRO",
+        referenceId: "Insert"
+      }
+    }
+  };
+
+  const story = txEnvelope?.story ? String(txEnvelope.story).trim() : null;
+  const makeOverride = txEnvelope?.makeOverride ? String(txEnvelope.makeOverride).trim() : null;
+
+  // Build minimal RO payload - just header, no allocations/parts/labor
+  const cleanVin =
+    (job?.v_vin || "")
+      .toString()
+      .replace(/[^A-Za-z0-9]/g, "")
+      .toUpperCase()
+      .slice(0, 17) || undefined;
+
+  // Resolve mileage - must be a positive number
+  let mileageIn = txEnvelope?.kmin ?? job?.kmin ?? null;
+  if (mileageIn != null) {
+    mileageIn = parseInt(mileageIn, 10);
+    if (isNaN(mileageIn) || mileageIn < 0) {
+      mileageIn = null;
+    }
+  }
+
+  CreateRRLogEvent(socket, "DEBUG", "Resolved mileage for early RO", {
+    txEnvelopeKmin: txEnvelope?.kmin,
+    jobKmin: job?.kmin,
+    resolvedMileageIn: mileageIn
+  });
+
+  const payload = {
+    customerNo: String(selected),
+    advisorNo: String(advisorNo),
+    vin: cleanVin,
+    departmentType: "B",
+    outsdRoNo: job?.ro_number || job?.id || undefined
+  };
+
+  // Only add mileageIn if we have a valid value
+  if (mileageIn != null && mileageIn >= 0) {
+    payload.mileageIn = mileageIn;
+  }
+
+  // Add optional fields if present
+  if (story) {
+    payload.roComment = story;
+  }
+  if (makeOverride) {
+    payload.makeOverride = makeOverride;
+  }
+
+  CreateRRLogEvent(socket, "INFO", "Creating minimal RR Repair Order (early creation)", {
+    payload
+  });
+
+  const response = await client.createRepairOrder(payload, finalOpts);
+
+  CreateRRLogEvent(socket, "INFO", "RR minimal Repair Order created", {
+    payload,
+    response
+  });
+
+  const data = response?.data || null;
+  const statusBlocks = response?.statusBlocks || {};
+  const roStatus = deriveRRStatus(response);
+
+  const statusUpper = roStatus?.status ? String(roStatus.status).toUpperCase() : null;
+
+  let success = false;
+
+  if (statusUpper) {
+    // Treat explicit FAILURE / ERROR as hard failures
+    success = !["FAILURE", "ERROR"].includes(statusUpper);
+  } else if (typeof response?.success === "boolean") {
+    // Fallback to library boolean if no explicit status
+    success = response.success;
+  } else if (roStatus?.status) {
+    success = String(roStatus.status).toUpperCase() === "SUCCESS";
+  }
+
+  // Extract canonical roNo for later updates
+  const roNo = data?.dmsRoNo ?? data?.outsdRoNo ?? roStatus?.dmsRoNo ?? null;
+
+  return {
+    success,
+    data,
+    roStatus,
+    statusBlocks,
+    customerNo: String(selected),
+    svId,
+    roNo,
+    xml: response?.xml // expose XML for logging/diagnostics
+  };
+};
+
+/**
+ * Full Data Update: Update an existing RR Repair Order with complete job data (allocations, parts, labor).
+ * Used during DMS post form when an early RO was already created.
+ * @param args
+ * @returns {Promise<{success: boolean, data: *, roStatus: {status: *, statusCode: *|undefined, message}, statusBlocks: *|{}, customerNo: string, svId: *, roNo: *, xml: *}>}
+ */
+const updateRRRepairOrderWithFullData = async (args) => {
+  const { bodyshop, job, advisorNo, selectedCustomer, txEnvelope, socket, svId, roNo } = args || {};
+
+  if (!bodyshop) throw new Error("updateRRRepairOrderWithFullData: bodyshop is required");
+  if (!job) throw new Error("updateRRRepairOrderWithFullData: job is required");
+  if (advisorNo == null || String(advisorNo).trim() === "") {
+    throw new Error("updateRRRepairOrderWithFullData: advisorNo is required for RR");
+  }
+  if (!roNo) throw new Error("updateRRRepairOrderWithFullData: roNo is required for update");
+
+  // Resolve customer number (accept multiple shapes)
+  const selected = selectedCustomer?.customerNo || selectedCustomer?.custNo;
+  if (!selected) throw new Error("updateRRRepairOrderWithFullData: selectedCustomer.custNo/customerNo is required");
+
+  const { client, opts } = buildClientAndOpts(bodyshop);
+
+  // For full data update after early RO, we still use "Insert" referenceId
+  // because we're inserting the job operations for the first time
+  const finalOpts = {
+    ...opts,
+    envelope: {
+      ...(opts?.envelope || {}),
+      sender: {
+        ...(opts?.envelope?.sender || {}),
+        task: "BSMRO",
+        referenceId: "Insert"
+      }
+    }
+  };
+
+  const story = txEnvelope?.story ? String(txEnvelope.story).trim() : null;
+  const makeOverride = txEnvelope?.makeOverride ? String(txEnvelope.makeOverride).trim() : null;
+
+  // Optional RR OpCode segments coming from the FE (RRPostForm)
+  const opPrefix = txEnvelope?.opPrefix ?? txEnvelope?.op_prefix ?? null;
+  const opBase = txEnvelope?.opBase ?? txEnvelope?.op_base ?? null;
+  const opSuffix = txEnvelope?.opSuffix ?? txEnvelope?.op_suffix ?? null;
+
+  // RR-only extras
+  let rrCentersConfig = null;
+  let allocations = null;
+  let opCode = null;
+
+  // 1) Responsibility center config (for visibility / debugging)
+  try {
+    rrCentersConfig = extractRrResponsibilityCenters(bodyshop);
+
+    CreateRRLogEvent(socket, "SILLY", "RR responsibility centers resolved", {
+      hasCenters: !!bodyshop.md_responsibility_centers,
+      profitCenters: Object.keys(rrCentersConfig?.profitsByName || {}),
+      costCenters: Object.keys(rrCentersConfig?.costsByName || {}),
+      dmsCostDefaults: rrCentersConfig?.dmsCostDefaults || {},
+      dmsProfitDefaults: rrCentersConfig?.dmsProfitDefaults || {}
+    });
+  } catch (e) {
+    CreateRRLogEvent(socket, "ERROR", "Failed to resolve RR responsibility centers", {
+      message: e?.message,
+      stack: e?.stack
+    });
+  }
+
+  // 2) Allocations (sales + cost by center, with rr_* metadata already attached)
+  try {
+    const allocResult = await CdkCalculateAllocations(socket, job.id);
+
+    // We only need the per-center job allocations for RO.GOG / ROLABOR.
+    allocations = Array.isArray(allocResult?.jobAllocations) ? allocResult.jobAllocations : [];
+
+    CreateRRLogEvent(socket, "INFO", "RR allocations resolved for update", {
+      hasAllocations: allocations.length > 0,
+      count: allocations.length,
+      allocationsPreview: allocations.slice(0, 2).map(a => ({
+        type: a?.type,
+        code: a?.code,
+        laborSale: a?.laborSale,
+        laborCost: a?.laborCost,
+        partsSale: a?.partsSale,
+        partsCost: a?.partsCost
+      })),
+      taxAllocCount: Array.isArray(allocResult?.taxAllocArray) ? allocResult.taxAllocArray.length : 0,
+      ttlAdjCount: Array.isArray(allocResult?.ttlAdjArray) ? allocResult.ttlAdjArray.length : 0,
+      ttlTaxAdjCount: Array.isArray(allocResult?.ttlTaxAdjArray) ? allocResult.ttlTaxAdjArray.length : 0
+    });
+  } catch (e) {
+    CreateRRLogEvent(socket, "ERROR", "Failed to calculate RR allocations", {
+      message: e?.message,
+      stack: e?.stack
+    });
+    // Proceed with a header-only update if allocations fail.
+    allocations = [];
+  }
+
+  const resolvedBaseOpCode = resolveRROpCodeFromBodyshop(bodyshop);
+
+  let opCodeOverride = txEnvelope?.opCode || txEnvelope?.opcode || txEnvelope?.op_code || null;
+
+  // If the FE only sends segments, combine them here.
+  if (!opCodeOverride && (opPrefix || opBase || opSuffix)) {
+    const combined = `${opPrefix || ""}${opBase || ""}${opSuffix || ""}`.trim();
+    if (combined) {
+      opCodeOverride = combined;
+    }
+  }
+
+  if (opCodeOverride || resolvedBaseOpCode) {
+    opCode = String(opCodeOverride || resolvedBaseOpCode).trim() || null;
+  }
+
+  CreateRRLogEvent(socket, "SILLY", "RR OP config resolved", {
+    opCode,
+    baseFromConfig: resolvedBaseOpCode,
+    opPrefix,
+    opBase,
+    opSuffix
+  });
+
+  // Build full RO payload for update with allocations
+  const payload = buildRRRepairOrderPayload({
+    bodyshop,
+    job,
+    selectedCustomer: { customerNo: String(selected), custNo: String(selected) },
+    advisorNo: String(advisorNo),
+    story,
+    makeOverride,
+    allocations,
+    opCode
+  });
+
+  // Add roNo for linking to existing RO
+  payload.roNo = String(roNo);
+  payload.outsdRoNo = job?.ro_number || job?.id || undefined;
+  
+  // Keep rolabor - it's needed to register the job/OpCode accounts in Reynolds
+  // Without this, Reynolds won't recognize the OpCode when we send rogg operations
+  // The rolabor section tells Reynolds "these jobs exist" even with minimal data
+  
+  CreateRRLogEvent(socket, "INFO", "Sending full data for early RO (using create with roNo)", {
+    roNo: String(roNo),
+    hasRolabor: !!payload.rolabor,
+    hasRogg: !!payload.rogg,
+    payload
+  });
+
+  // Use createRepairOrder (not update) with the roNo to link to the existing early RO
+  // Reynolds will merge this with the existing RO header
+  const response = await client.createRepairOrder(payload, finalOpts);
+
+  CreateRRLogEvent(socket, "INFO", "RR Repair Order full data sent", {
+    payload,
+    response
+  });
+
+  const data = response?.data || null;
+  const statusBlocks = response?.statusBlocks || {};
+  const roStatus = deriveRRStatus(response);
+
+  const statusUpper = roStatus?.status ? String(roStatus.status).toUpperCase() : null;
+
+  let success = false;
+
+  if (statusUpper) {
+    success = !["FAILURE", "ERROR"].includes(statusUpper);
+  } else if (typeof response?.success === "boolean") {
+    success = response.success;
+  } else if (roStatus?.status) {
+    success = String(roStatus.status).toUpperCase() === "SUCCESS";
+  }
+
+  return {
+    success,
+    data,
+    roStatus,
+    statusBlocks,
+    customerNo: String(selected),
+    svId,
+    roNo: String(roNo),
+    xml: response?.xml
+  };
+};
+
+/**
+ * LEGACY: Step 1: Export a job to RR as a new Repair Order with full data.
+ * This is the original function - kept for backward compatibility if shops don't use early RO creation.
  * @param args
  * @returns {Promise<{success: boolean, data: *, roStatus: {status: *, statusCode: *|undefined, message}, statusBlocks: *|{}, customerNo: string, svId: *, roNo: *, xml: *}>}
  */
@@ -315,4 +627,10 @@ const finalizeRRRepairOrder = async (args) => {
   };
 };
 
-module.exports = { exportJobToRR, finalizeRRRepairOrder, deriveRRStatus };
+module.exports = {
+  exportJobToRR,
+  createMinimalRRRepairOrder,
+  updateRRRepairOrderWithFullData,
+  finalizeRRRepairOrder,
+  deriveRRStatus
+};

server/rr/rr-register-socket-events.js

@@ -1,7 +1,12 @@
 const CreateRRLogEvent = require("./rr-logger-event");
 const { rrCombinedSearch, rrGetAdvisors, buildClientAndOpts } = require("./rr-lookup");
 const { QueryJobData, buildRogogFromAllocations, buildRolaborFromRogog } = require("./rr-job-helpers");
-const { exportJobToRR, finalizeRRRepairOrder } = require("./rr-job-export");
+const {
+  exportJobToRR,
+  createMinimalRRRepairOrder,
+  updateRRRepairOrderWithFullData,
+  finalizeRRRepairOrder
+} = require("./rr-job-export");
 const RRCalculateAllocations = require("./rr-calculate-allocations").default;
 const { createRRCustomer } = require("./rr-customers");
 const { ensureRRServiceVehicle } = require("./rr-service-vehicles");
@@ -124,13 +129,15 @@ const getBodyshopForSocket = async ({ bodyshopId, socket }) => {
 };
 
 /**
- * GraphQL mutation to set job.dms_id
+ * GraphQL mutation to set job.dms_id, dms_customer_id, and dms_advisor_id
  * @param socket
  * @param jobId
  * @param dmsId
+ * @param dmsCustomerId
+ * @param dmsAdvisorId
  * @returns {Promise<void>}
  */
-const setJobDmsIdForSocket = async ({ socket, jobId, dmsId }) => {
+const setJobDmsIdForSocket = async ({ socket, jobId, dmsId, dmsCustomerId, dmsAdvisorId, mileageIn }) => {
   if (!jobId || !dmsId) {
     CreateRRLogEvent(socket, "WARN", "setJobDmsIdForSocket called without jobId or dmsId", {
       jobId,
@@ -149,16 +156,28 @@ const setJobDmsIdForSocket = async ({ socket, jobId, dmsId }) => {
     const client = new GraphQLClient(endpoint, {});
     await client
       .setHeaders({ Authorization: `Bearer ${token}` })
-      .request(queries.SET_JOB_DMS_ID, { id: jobId, dms_id: String(dmsId) });
+      .request(queries.SET_JOB_DMS_ID, { 
+        id: jobId, 
+        dms_id: String(dmsId),
+        dms_customer_id: dmsCustomerId ? String(dmsCustomerId) : null,
+        dms_advisor_id: dmsAdvisorId ? String(dmsAdvisorId) : null,
+        kmin: mileageIn != null && mileageIn > 0 ? parseInt(mileageIn, 10) : null
+      });
 
     CreateRRLogEvent(socket, "INFO", "Linked job.dms_id to RR RO", {
       jobId,
-      dmsId: String(dmsId)
+      dmsId: String(dmsId),
+      dmsCustomerId,
+      dmsAdvisorId,
+      mileageIn
     });
   } catch (err) {
     CreateRRLogEvent(socket, "ERROR", "Failed to set job.dms_id after RR create/update", {
       jobId,
       dmsId,
+      dmsCustomerId,
+      dmsAdvisorId,
+      mileageIn,
       message: err?.message || String(err),
       stack: err?.stack
     });
@@ -373,7 +392,504 @@ const registerRREvents = ({ socket, redisHelpers }) => {
     }
   });
 
-  socket.on("rr-export-job", async ({ jobid, jobId, txEnvelope } = {}) => {
+  /**
+   * NEW: Early RO Creation Event
+   * Creates a minimal RO from convert button or admin page with customer selection,
+   * advisor, mileage, and optional story/overrides.
+   */
+  socket.on("rr-create-early-ro", async ({ jobid, jobId, txEnvelope } = {}) => {
+    const rid = resolveJobId(jobid || jobId, { jobId, jobid }, null);
+
+    try {
+      if (!rid) throw new Error("RR early create: jobid required");
+
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-1} Received RR early RO creation request`, { jobid: rid });
+
+      // Cache txEnvelope (contains advisor, mileage, story, overrides)
+      await redisHelpers.setSessionTransactionData(
+        socket.id,
+        getTransactionType(rid),
+        RRCacheEnums.txEnvelope,
+        txEnvelope || {},
+        defaultRRTTL
+      );
+
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-1.1} Cached txEnvelope`, { hasTxEnvelope: !!txEnvelope });
+
+      const job = await QueryJobData({ redisHelpers }, rid);
+      await redisHelpers.setSessionTransactionData(
+        socket.id,
+        getTransactionType(rid),
+        RRCacheEnums.JobData,
+        job,
+        defaultRRTTL
+      );
+
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-1.2} Cached JobData`, { vin: job?.v_vin, ro: job?.ro_number });
+
+      const adv = readAdvisorNo(
+        { txEnvelope },
+        await redisHelpers.getSessionTransactionData(socket.id, getTransactionType(rid), RRCacheEnums.AdvisorNo)
+      );
+
+      if (adv) {
+        await redisHelpers.setSessionTransactionData(
+          socket.id,
+          getTransactionType(rid),
+          RRCacheEnums.AdvisorNo,
+          String(adv),
+          defaultRRTTL
+        );
+
+        CreateRRLogEvent(socket, "DEBUG", `{EARLY-1.3} Cached advisorNo`, { advisorNo: String(adv) });
+      }
+
+      const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
+      const bodyshop = await getBodyshopForSocket({ bodyshopId, socket });
+
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-2} Running multi-search (Full Name + VIN)`);
+
+      const candidates = await rrMultiCustomerSearch({ bodyshop, job, socket, redisHelpers });
+      const decorated = candidates.map((c) => (c.vinOwner != null ? c : { ...c, vinOwner: !!c.isVehicleOwner }));
+
+      socket.emit("rr-select-customer", decorated);
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-2.1} Emitted rr-select-customer for early RO`, {
+        count: decorated.length,
+        anyOwner: decorated.some((c) => c.vinOwner || c.isVehicleOwner)
+      });
+    } catch (error) {
+      CreateRRLogEvent(socket, "ERROR", `Error during RR early RO creation (prepare)`, {
+        error: error.message,
+        stack: error.stack,
+        jobid: rid
+      });
+
+      try {
+        socket.emit("export-failed", { vendor: "rr", jobId: rid, error: error.message });
+      } catch {
+        //
+      }
+    }
+  });
+
+  /**
+   * NEW: Early RO Customer Selected Event
+   * Handles customer selection for early RO creation and creates minimal RO.
+   */
+  socket.on("rr-early-customer-selected", async ({ jobid, jobId, selectedCustomerId, custNo, create } = {}, ack) => {
+    const rid = resolveJobId(jobid || jobId, { jobid, jobId }, null);
+    let bodyshop = null;
+    let job = null;
+    let createdCustomer = false;
+
+    try {
+      if (!rid) throw new Error("jobid required");
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-3} rr-early-customer-selected`, {
+        jobid: rid,
+        custNo,
+        selectedCustomerId,
+        create: !!create
+      });
+
+      const ns = getTransactionType(rid);
+
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-3.0a} Raw parameters received`, {
+        custNo: custNo,
+        custNoType: typeof custNo,
+        selectedCustomerId: selectedCustomerId,
+        create: create
+      });
+
+      let selectedCustNo =
+        (custNo && String(custNo)) ||
+        (selectedCustomerId && String(selectedCustomerId)) ||
+        (await redisHelpers.getSessionTransactionData(socket.id, ns, RRCacheEnums.SelectedCustomer));
+
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-3.0b} After initial resolution`, {
+        selectedCustNo,
+        selectedCustNoType: typeof selectedCustNo
+      });
+
+      // Filter out invalid values
+      if (selectedCustNo === "undefined" || selectedCustNo === "null" || (selectedCustNo && selectedCustNo.trim() === "")) {
+        selectedCustNo = null;
+      }
+
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-3.0} Resolved customer selection`, {
+        selectedCustNo,
+        willCreateNew: create === true || !selectedCustNo
+      });
+
+      job = await redisHelpers.getSessionTransactionData(socket.id, ns, RRCacheEnums.JobData);
+
+      const txEnvelope = (await redisHelpers.getSessionTransactionData(socket.id, ns, RRCacheEnums.txEnvelope)) || {};
+
+      if (!job) throw new Error("Staged JobData not found (run rr-create-early-ro first).");
+
+      const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
+
+      bodyshop = await getBodyshopForSocket({ bodyshopId, socket });
+
+      // Create customer (if requested or none chosen)
+      if (create === true || !selectedCustNo) {
+        CreateRRLogEvent(socket, "DEBUG", `{EARLY-3.1} Creating RR customer`);
+
+        const created = await createRRCustomer({ bodyshop, job, socket });
+        selectedCustNo = String(created?.customerNo || "");
+
+        CreateRRLogEvent(socket, "DEBUG", `{EARLY-3.2} Created customer`, {
+          custNo: selectedCustNo,
+          createdCustomerNo: created?.customerNo
+        });
+
+        if (!selectedCustNo || selectedCustNo === "undefined" || selectedCustNo.trim() === "") {
+          throw new Error("RR create customer returned no valid custNo");
+        }
+
+        createdCustomer = true;
+      }
+
+      // VIN owner pre-check
+      try {
+        const vehQ = makeVehicleSearchPayloadFromJob(job);
+        if (vehQ && vehQ.kind === "vin" && job?.v_vin) {
+          const vinResponse = await rrCombinedSearch(bodyshop, vehQ);
+
+          CreateRRLogEvent(socket, "SILLY", `VIN owner pre-check response (early RO)`, { response: vinResponse });
+
+          const vinBlocks = Array.isArray(vinResponse?.data) ? vinResponse.data : [];
+
+          try {
+            await redisHelpers.setSessionTransactionData(
+              socket.id,
+              ns,
+              RRCacheEnums.VINCandidates,
+              vinBlocks,
+              defaultRRTTL
+            );
+          } catch {
+            //
+          }
+
+          const ownersSet = ownersFromVinBlocks(vinBlocks, job.v_vin);
+
+          if (ownersSet?.size) {
+            const sel = String(selectedCustNo);
+
+            if (!ownersSet.has(sel)) {
+              const [existingOwner] = Array.from(ownersSet).map(String);
+              CreateRRLogEvent(socket, "DEBUG", `{EARLY-3.2a} VIN exists; switching to VIN owner`, {
+                vin: job.v_vin,
+                selected: sel,
+                existingOwner
+              });
+              selectedCustNo = existingOwner;
+            }
+          }
+        }
+      } catch (e) {
+        CreateRRLogEvent(socket, "WARN", `VIN owner pre-check failed; continuing with selected customer (early RO)`, {
+          error: e?.message
+        });
+      }
+
+      // Cache final/effective customer selection
+      const effectiveCustNo = String(selectedCustNo);
+
+      await redisHelpers.setSessionTransactionData(
+        socket.id,
+        ns,
+        RRCacheEnums.SelectedCustomer,
+        effectiveCustNo,
+        defaultRRTTL
+      );
+
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-3.3} Cached selected customer`, { custNo: effectiveCustNo });
+
+      // Build client & routing
+      const { client, opts } = await buildClientAndOpts(bodyshop);
+      const routing = opts?.routing || client?.opts?.routing || null;
+      if (!routing?.dealerNumber) throw new Error("ensureRRServiceVehicle: routing.dealerNumber required");
+
+      // Reconstruct a lightweight tx object
+      const tx = {
+        jobData: {
+          ...job,
+          vin: job?.v_vin
+        },
+        txEnvelope
+      };
+
+      const vin = resolveVin({ tx, job });
+
+      if (!vin) {
+        CreateRRLogEvent(socket, "ERROR", "{EARLY-3.x} No VIN found for ensureRRServiceVehicle", { jobid: rid });
+        throw new Error("ensureRRServiceVehicle: vin required");
+      }
+
+      CreateRRLogEvent(socket, "DEBUG", "{EARLY-3.4} ensureRRServiceVehicle: starting", {
+        jobid: rid,
+        selectedCustomerNo: effectiveCustNo,
+        vin,
+        dealerNumber: routing.dealerNumber,
+        storeNumber: routing.storeNumber,
+        areaNumber: routing.areaNumber
+      });
+
+      const ensured = await ensureRRServiceVehicle({
+        client,
+        routing,
+        bodyshop,
+        selectedCustomerNo: effectiveCustNo,
+        custNo: effectiveCustNo,
+        customerNo: effectiveCustNo,
+        vin,
+        job,
+        socket,
+        redisHelpers
+      });
+
+      CreateRRLogEvent(socket, "DEBUG", "{EARLY-3.5} ensureRRServiceVehicle: done", ensured);
+
+      const cachedAdvisor = await redisHelpers.getSessionTransactionData(socket.id, ns, RRCacheEnums.AdvisorNo);
+      const advisorNo = readAdvisorNo({ txEnvelope }, cachedAdvisor);
+
+      if (!advisorNo) {
+        CreateRRLogEvent(socket, "ERROR", `Advisor is required (advisorNo) for early RO`);
+        await insertRRFailedExportLog({
+          socket,
+          jobId: rid,
+          job,
+          bodyshop,
+          error: new Error("Advisor is required (advisorNo)."),
+          classification: { errorCode: "RR_MISSING_ADVISOR", friendlyMessage: "Advisor is required." }
+        });
+        socket.emit("export-failed", { vendor: "rr", jobId: rid, error: "Advisor is required (advisorNo)." });
+        return ack?.({ ok: false, error: "Advisor is required (advisorNo)." });
+      }
+
+      await redisHelpers.setSessionTransactionData(
+        socket.id,
+        ns,
+        RRCacheEnums.AdvisorNo,
+        String(advisorNo),
+        defaultRRTTL
+      );
+
+      // CREATE MINIMAL RO (early creation)
+      CreateRRLogEvent(socket, "DEBUG", `{EARLY-4} Creating minimal RR RO`);
+      const result = await createMinimalRRRepairOrder({
+        bodyshop,
+        job,
+        selectedCustomer: { customerNo: effectiveCustNo, custNo: effectiveCustNo },
+        advisorNo: String(advisorNo),
+        txEnvelope,
+        socket,
+        svId: ensured?.svId || null
+      });
+
+      // Cache raw export result + pending RO number
+      await redisHelpers.setSessionTransactionData(
+        socket.id,
+        ns,
+        RRCacheEnums.ExportResult,
+        result || {},
+        defaultRRTTL
+      );
+
+      if (result?.success) {
+        const data = result?.data || {};
+
+        // Prefer explicit return from export function; then fall back to fields
+        const dmsRoNo = result?.roNo ?? data?.dmsRoNo ?? null;
+
+        const outsdRoNo = data?.outsdRoNo ?? job?.ro_number ?? job?.id ?? null;
+
+        CreateRRLogEvent(socket, "DEBUG", "Early RO created - checking dmsRoNo", {
+          dmsRoNo,
+          resultRoNo: result?.roNo,
+          dataRoNo: data?.dmsRoNo,
+          jobId: rid
+        });
+
+        // ✅ Persist DMS RO number, customer ID, advisor ID, and mileage on the job
+        if (dmsRoNo) {
+          const mileageIn = txEnvelope?.kmin ?? null;
+          CreateRRLogEvent(socket, "DEBUG", "Calling setJobDmsIdForSocket", { 
+            jobId: rid, 
+            dmsId: dmsRoNo,
+            customerId: effectiveCustNo,
+            advisorId: String(advisorNo),
+            mileageIn
+          });
+          await setJobDmsIdForSocket({ 
+            socket, 
+            jobId: rid, 
+            dmsId: dmsRoNo,
+            dmsCustomerId: effectiveCustNo,
+            dmsAdvisorId: String(advisorNo),
+            mileageIn
+          });
+        } else {
+          CreateRRLogEvent(socket, "WARN", "RR early RO creation succeeded but no DMS RO number was returned", {
+            jobId: rid,
+            resultPreview: {
+              roNo: result?.roNo,
+              data: {
+                dmsRoNo: data?.dmsRoNo,
+                outsdRoNo: data?.outsdRoNo
+              }
+            }
+          });
+        }
+
+        await redisHelpers.setSessionTransactionData(
+          socket.id,
+          ns,
+          RRCacheEnums.PendingRO,
+          {
+            outsdRoNo,
+            dmsRoNo,
+            customerNo: String(effectiveCustNo),
+            advisorNo: String(advisorNo),
+            vin: job?.v_vin || null,
+            earlyRoCreated: true // Flag to indicate this was an early RO
+          },
+          defaultRRTTL
+        );
+
+        CreateRRLogEvent(socket, "INFO", `{EARLY-5} Minimal RO created successfully`, {
+          dmsRoNo: dmsRoNo || null,
+          outsdRoNo: outsdRoNo || null
+        });
+
+        // Mark success in export logs
+        await markRRExportSuccess({
+          socket,
+          jobId: rid,
+          job,
+          bodyshop,
+          result,
+          isEarlyRo: true
+        });
+
+        // Tell FE that early RO was created
+        socket.emit("rr-early-ro-created", { jobId: rid, dmsRoNo, outsdRoNo });
+
+        // Emit result
+        socket.emit("rr-create-early-ro:result", { jobId: rid, bodyshopId: bodyshop?.id, result });
+
+        // ACK with RO details
+        ack?.({
+          ok: true,
+          dmsRoNo,
+          outsdRoNo,
+          result,
+          custNo: String(effectiveCustNo),
+          createdCustomer,
+          earlyRoCreated: true
+        });
+      } else {
+        // classify & fail
+        const tx = result?.statusBlocks?.transaction;
+
+        const vendorStatusCode = Number(
+          result?.roStatus?.statusCode ?? result?.roStatus?.StatusCode ?? tx?.statusCode ?? tx?.StatusCode
+        );
+
+        const vendorMessage =
+          result?.roStatus?.message ??
+          result?.roStatus?.Message ??
+          tx?.message ??
+          tx?.Message ??
+          result?.error ??
+          "RR early RO creation failed";
+
+        const cls = classifyRRVendorError({
+          code: vendorStatusCode,
+          message: vendorMessage
+        });
+
+        CreateRRLogEvent(socket, "ERROR", `Early RO creation failed`, {
+          roStatus: result?.roStatus,
+          statusBlocks: result?.statusBlocks,
+          classification: cls
+        });
+
+        await insertRRFailedExportLog({
+          socket,
+          jobId: rid,
+          job,
+          bodyshop,
+          error: new Error(cls.friendlyMessage || result?.error || "RR early RO creation failed"),
+          classification: cls,
+          result
+        });
+
+        socket.emit("export-failed", {
+          vendor: "rr",
+          jobId: rid,
+          error: cls?.friendlyMessage || result?.error || "RR early RO creation failed",
+          ...cls
+        });
+
+        ack?.({
+          ok: false,
+          error: cls.friendlyMessage || result?.error || "RR early RO creation failed",
+          result,
+          classification: cls
+        });
+      }
+    } catch (error) {
+      const cls = classifyRRVendorError(error);
+
+      CreateRRLogEvent(socket, "ERROR", `Error during RR early RO creation (customer-selected)`, {
+        error: error.message,
+        vendorStatusCode: cls.vendorStatusCode,
+        code: cls.errorCode,
+        friendly: cls.friendlyMessage,
+        stack: error.stack,
+        jobid: rid
+      });
+
+      try {
+        if (!bodyshop || !job) {
+          const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
+          bodyshop = bodyshop || (await getBodyshopForSocket({ bodyshopId, socket }));
+          job =
+            job ||
+            (await redisHelpers.getSessionTransactionData(socket.id, getTransactionType(rid), RRCacheEnums.JobData));
+        }
+      } catch {
+        //
+      }
+
+      await insertRRFailedExportLog({
+        socket,
+        jobId: rid,
+        job,
+        bodyshop,
+        error,
+        classification: cls
+      });
+
+      try {
+        socket.emit("export-failed", {
+          vendor: "rr",
+          jobId: rid,
+          error: error.message,
+          ...cls
+        });
+        socket.emit("rr-user-notice", { jobId: rid, ...cls });
+      } catch {
+        //
+      }
+
+      ack?.({ ok: false, error: cls.friendlyMessage || error.message, classification: cls });
+    }
+  });
+
+  socket.on("rr-export-job", async ({ jobid, jobId, txEnvelope } = {}, ack) => {
     const rid = resolveJobId(jobid || jobId, { jobId, jobid }, null);
 
     try {
@@ -422,6 +938,139 @@ const registerRREvents = ({ socket, redisHelpers }) => {
       const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
       const bodyshop = await getBodyshopForSocket({ bodyshopId, socket });
 
+      // Check if this job already has an early RO - if so, use stored IDs and skip customer search
+      const hasEarlyRO = !!job?.dms_id;
+      
+      if (hasEarlyRO) {
+        CreateRRLogEvent(socket, "DEBUG", `{2} Early RO exists - using stored customer/advisor`, {
+          dms_id: job.dms_id,
+          dms_customer_id: job.dms_customer_id,
+          dms_advisor_id: job.dms_advisor_id
+        });
+        
+        // Cache the stored customer/advisor IDs for the next step
+        if (job.dms_customer_id) {
+          await redisHelpers.setSessionTransactionData(
+            socket.id,
+            getTransactionType(rid),
+            RRCacheEnums.SelectedCustomer,
+            String(job.dms_customer_id),
+            defaultRRTTL
+          );
+        }
+        if (job.dms_advisor_id) {
+          await redisHelpers.setSessionTransactionData(
+            socket.id,
+            getTransactionType(rid),
+            RRCacheEnums.AdvisorNo,
+            String(job.dms_advisor_id),
+            defaultRRTTL
+          );
+        }
+        
+        // Emit empty customer list to frontend (won't show modal)
+        socket.emit("rr-select-customer", []);
+        
+        // Continue directly with the export by calling the selected customer handler logic inline
+        // This is essentially the same as if user selected the stored customer
+        const selectedCustNo = job.dms_customer_id;
+        
+        if (!selectedCustNo) {
+          throw new Error("Early RO exists but no customer ID stored");
+        }
+        
+        // Continue with ensureRRServiceVehicle and export (same as rr-selected-customer handler)
+        const { client, opts } = await buildClientAndOpts(bodyshop);
+        const routing = opts?.routing || client?.opts?.routing || null;
+        if (!routing?.dealerNumber) throw new Error("ensureRRServiceVehicle: routing.dealerNumber required");
+
+        const tx = {
+          jobData: {
+            ...job,
+            vin: job?.v_vin
+          },
+          txEnvelope
+        };
+
+        const vin = resolveVin({ tx, job });
+        if (!vin) {
+          CreateRRLogEvent(socket, "ERROR", "{3.x} No VIN found for ensureRRServiceVehicle", { jobid: rid });
+          throw new Error("ensureRRServiceVehicle: vin required");
+        }
+
+        const ensured = await ensureRRServiceVehicle({
+          client,
+          routing,
+          bodyshop,
+          selectedCustomerNo: String(selectedCustNo),
+          custNo: String(selectedCustNo),
+          customerNo: String(selectedCustNo),
+          vin,
+          job,
+          socket,
+          redisHelpers
+        });
+
+        const advisorNo = job.dms_advisor_id || readAdvisorNo({ txEnvelope }, await redisHelpers.getSessionTransactionData(socket.id, getTransactionType(rid), RRCacheEnums.AdvisorNo));
+
+        if (!advisorNo) {
+          throw new Error("Advisor is required (advisorNo).");
+        }
+
+        // UPDATE existing RO with full data
+        CreateRRLogEvent(socket, "DEBUG", `{4} Updating existing RR RO with full data`, { dmsRoNo: job.dms_id });
+        const result = await updateRRRepairOrderWithFullData({
+          bodyshop,
+          job,
+          selectedCustomer: { customerNo: String(selectedCustNo), custNo: String(selectedCustNo) },
+          advisorNo: String(advisorNo),
+          txEnvelope,
+          socket,
+          svId: ensured?.svId || null,
+          roNo: job.dms_id
+        });
+
+        if (!result?.success) {
+          throw new Error(result?.roStatus?.message || "Failed to update RR Repair Order");
+        }
+
+        const dmsRoNo = result?.roNo ?? result?.data?.dmsRoNo ?? job.dms_id;
+
+        await redisHelpers.setSessionTransactionData(
+          socket.id,
+          getTransactionType(rid),
+          RRCacheEnums.ExportResult,
+          result || {},
+          defaultRRTTL
+        );
+
+        await redisHelpers.setSessionTransactionData(
+          socket.id,
+          getTransactionType(rid),
+          RRCacheEnums.PendingRO,
+          {
+            outsdRoNo: result?.data?.outsdRoNo ?? job?.ro_number ?? job?.id ?? null,
+            dmsRoNo,
+            customerNo: String(selectedCustNo),
+            advisorNo: String(advisorNo),
+            vin: job?.v_vin || null,
+            isUpdate: true
+          },
+          defaultRRTTL
+        );
+
+        CreateRRLogEvent(socket, "INFO", `RR Repair Order updated successfully`, {
+          dmsRoNo,
+          jobId: rid
+        });
+
+        // For early RO flow, only emit validation-required (not export-job:result)
+        // since the export is not complete yet - we're just waiting for validation
+        socket.emit("rr-validation-required", { dmsRoNo, jobId: rid });
+        
+        return ack?.({ ok: true, skipCustomerSelection: true, dmsRoNo });
+      }
+
       CreateRRLogEvent(socket, "DEBUG", `{2} Running multi-search (Full Name + VIN)`);
 
       const candidates = await rrMultiCustomerSearch({ bodyshop, job, socket, redisHelpers });
@@ -620,17 +1269,59 @@ const registerRREvents = ({ socket, redisHelpers }) => {
         defaultRRTTL
       );
 
-      // CREATE/UPDATE (first step only)
+      // Check if this job already has an early RO created (check job.dms_id)
-      CreateRRLogEvent(socket, "DEBUG", `{4} Performing RR create/update (step 1)`);
+      // If so, we'll use stored customer/advisor IDs and do a full data UPDATE instead of CREATE
-      const result = await exportJobToRR({
+      const existingDmsId = job?.dms_id || null;
-        bodyshop,
+      const shouldUpdate = !!existingDmsId;
-        job,
+
-        selectedCustomer: { customerNo: effectiveCustNo, custNo: effectiveCustNo },
+      // When updating an early RO, use stored customer/advisor IDs
-        advisorNo: String(advisorNo),
+      let finalEffectiveCustNo = effectiveCustNo;
-        txEnvelope,
+      let finalAdvisorNo = advisorNo;
-        socket,
+      
-        svId: ensured?.svId || null
+      if (shouldUpdate && job?.dms_customer_id) {
-      });
+        CreateRRLogEvent(socket, "DEBUG", `Using stored customer ID from early RO`, { 
+          storedCustomerId: job.dms_customer_id,
+          originalCustomerId: effectiveCustNo  
+        });
+        finalEffectiveCustNo = String(job.dms_customer_id);
+      }
+      
+      if (shouldUpdate && job?.dms_advisor_id) {
+        CreateRRLogEvent(socket, "DEBUG", `Using stored advisor ID from early RO`, { 
+          storedAdvisorId: job.dms_advisor_id,
+          originalAdvisorId: advisorNo  
+        });
+        finalAdvisorNo = String(job.dms_advisor_id);
+      }
+
+      let result;
+      
+      if (shouldUpdate) {
+        // UPDATE existing RO with full data
+        CreateRRLogEvent(socket, "DEBUG", `{4} Updating existing RR RO with full data`, { dmsRoNo: existingDmsId });
+        result = await updateRRRepairOrderWithFullData({
+          bodyshop,
+          job,
+          selectedCustomer: { customerNo: finalEffectiveCustNo, custNo: finalEffectiveCustNo },
+          advisorNo: String(finalAdvisorNo),
+          txEnvelope,
+          socket,
+          svId: ensured?.svId || null,
+          roNo: existingDmsId
+        });
+      } else {
+        // CREATE new RO (legacy flow - full data on first create)
+        CreateRRLogEvent(socket, "DEBUG", `{4} Performing RR create (step 1 - full data)`);
+        result = await exportJobToRR({
+          bodyshop,
+          job,
+          selectedCustomer: { customerNo: finalEffectiveCustNo, custNo: finalEffectiveCustNo },
+          advisorNo: String(finalAdvisorNo),
+          txEnvelope,
+          socket,
+          svId: ensured?.svId || null
+        });
+      }
 
       // Cache raw export result + pending RO number for finalize
       await redisHelpers.setSessionTransactionData(

server/utils/redisHelpers.js

@@ -8,6 +8,12 @@ const client = require("../graphql-client/graphql-client").client;
  */
 const BODYSHOP_CACHE_TTL = 3600; // 1 hour
 
+/**
+ * Chatter API token cache TTL in seconds
+ * @type {number}
+ */
+const CHATTER_TOKEN_CACHE_TTL = 3600; // 1 hour
+
 /**
  * Generate a cache key for a bodyshop
  * @param bodyshopId
@@ -15,6 +21,13 @@ const BODYSHOP_CACHE_TTL = 3600; // 1 hour
  */
 const getBodyshopCacheKey = (bodyshopId) => `bodyshop-cache:${bodyshopId}`;
 
+/**
+ * Generate a cache key for a Chatter API token
+ * @param companyId
+ * @returns {`chatter-token:${string}`}
+ */
+const getChatterTokenCacheKey = (companyId) => `chatter-token:${companyId}`;
+
 /**
  * Generate a cache key for a user socket mapping
  * @param email
@@ -373,9 +386,53 @@ const applyRedisHelpers = ({ pubClient, app, logger }) => {
    */
   const getProviderCache = (ns, field) => getSessionData(`${ns}:provider`, field);
 
+  /**
+   * Get Chatter API token from Redis cache
+   * @param companyId
+   * @returns {Promise<string|null>}
+   */
+  const getChatterToken = async (companyId) => {
+    const key = getChatterTokenCacheKey(companyId);
+    try {
+      const token = await pubClient.get(key);
+      return token;
+    } catch (error) {
+      logger.log("get-chatter-token-from-redis", "ERROR", "redis", null, {
+        companyId,
+        error: error.message
+      });
+      return null;
+    }
+  };
+
+  /**
+   * Set Chatter API token in Redis cache
+   * @param companyId
+   * @param token
+   * @returns {Promise<void>}
+   */
+  const setChatterToken = async (companyId, token) => {
+    const key = getChatterTokenCacheKey(companyId);
+    try {
+      await pubClient.set(key, token);
+      await pubClient.expire(key, CHATTER_TOKEN_CACHE_TTL);
+      devDebugLogger("chatter-token-cache-set", {
+        companyId,
+        action: "Token cached"
+      });
+    } catch (error) {
+      logger.log("set-chatter-token-in-redis", "ERROR", "redis", null, {
+        companyId,
+        error: error.message
+      });
+      throw error;
+    }
+  };
+
   const api = {
     getUserSocketMappingKey,
     getBodyshopCacheKey,
+    getChatterTokenCacheKey,
     setSessionData,
     getSessionData,
     clearSessionData,
@@ -390,7 +447,9 @@ const applyRedisHelpers = ({ pubClient, app, logger }) => {
     getSessionTransactionData,
     clearSessionTransactionData,
     setProviderCache,
-    getProviderCache
+    getProviderCache,
+    getChatterToken,
+    setChatterToken
   };
 
   Object.assign(module.exports, api);