feature/IO-3357-Reynolds-and-Reynolds-DMS-API-Integration / RRScratch2 / Improve reconnect logic

IO-3446 Kaizen Datapump Extension

Approved-by: Dave Richer

Fortellis Notes.md

@@ -0,0 +1,346 @@
+Fortellis Notes
+
+Subscription ID
+
+- Appears to give us a list of all dealerships we have access to, and `apiDmsInfo` contains the integrations that are enabled for that dealership.
+- Will likely need to filter based on the DMS ID or something?
+- Should store the whole subscription object. Contains department information needed in subsequent calls.
+
+Department ID
+
+- May have multiple departments. Appears that financial stuff goes to Accounting, History will go to Service.
+- TODO: How do we handle the multiple departments that may come up.
+
+###Internal Questions
+
+* Overview of the redis storing mechanism to cache this data. 
+* 
+
+# GL Wip Posting
+
+## Org Helper Return Data
+
+```json
+[
+  {
+    "acctgLgnID": "DEVWB-A",
+    "applCode": "V",
+    "coID": "77",
+    "companyName": "TEST SYS C187092 DEVWB",
+    "lgnDesc": "DEV WRITE BACK VMS",
+    "logon": "DEVWB-V"
+  },
+  {
+    "acctgLgnID": "DEVWB-A",
+    "applCode": "F",
+    "coID": "77",
+    "companyName": "TEST SYS C187092 DEVWB",
+    "lgnDesc": "DEV WRITE BACK F&I SALES",
+    "logon": "DEVWB-FI"
+  },
+  {
+    "acctgLgnID": "DEVWB-A",
+    "applCode": "CS",
+    "coID": "77",
+    "companyName": "TEST SYS C187092 DEVWB",
+    "lgnDesc": "DEV WRITE BACK SERVICE",
+    "logon": "DEVWB-S"
+  },
+  {
+    "acctgLgnID": "DEVWB-A",
+    "applCode": "A",
+    "coID": "77",
+    "companyName": "TEST SYS C187092 DEVWB",
+    "lgnDesc": "DEV WRITE BACK ACCTG",
+    "logon": "DEVWB-A"
+  },
+  {
+    "acctgLgnID": "DEVWB-A",
+    "applCode": "SL",
+    "coID": "77",
+    "companyName": "TEST SYS C187092 DEVWB",
+    "lgnDesc": "DEV WRTIE BACK SLS MGMT",
+    "logon": "DEVWB-SL"
+  },
+  {
+    "acctgLgnID": "DEVWB-A",
+    "applCode": "O",
+    "coID": "77",
+    "companyName": "TEST SYS C187092 DEVWB",
+    "lgnDesc": "DEV WRITE BACK PARTS",
+    "logon": "DEVWB-I"
+  }
+]
+```
+
+## Journal Helper Return Data
+
+```json
+[
+  {
+    "companyNo": "77",
+    "jrnlID": "32",
+    "jrnlName": "PARTS SALES",
+    "jrnlType": "S",
+    "intercoFlag": "0",
+    "defaultDocType": "4",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "92",
+    "jrnlName": "YTD ADJUSTMENTS",
+    "jrnlType": "Y",
+    "intercoFlag": "0",
+    "defaultDocType": "3",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "12",
+    "jrnlName": "FLEET SALES",
+    "jrnlType": "S",
+    "intercoFlag": "0",
+    "defaultDocType": "9",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "57",
+    "jrnlName": "CASH RECEIPTS (OPEN-ITEM)",
+    "jrnlType": "R",
+    "intercoFlag": "0",
+    "defaultDocType": "1",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "93",
+    "jrnlName": "SET UP HISTORY",
+    "jrnlType": "H",
+    "intercoFlag": "0",
+    "defaultDocType": "10",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "88",
+    "jrnlName": "F/S STATISCAL DATA",
+    "jrnlType": "F",
+    "intercoFlag": "0",
+    "defaultDocType": "10",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "58",
+    "jrnlName": "WARRANTY CREDITS",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "3",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "FC",
+    "jrnlName": "FINANCE CHARGE",
+    "jrnlType": "A",
+    "intercoFlag": "0",
+    "defaultDocType": "12",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "94",
+    "jrnlName": "SET UP SCHEDULES",
+    "jrnlType": "C",
+    "intercoFlag": "0",
+    "defaultDocType": "3",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "95",
+    "jrnlName": "SET UP GENERAL LEDGER",
+    "jrnlType": "B",
+    "intercoFlag": "0",
+    "defaultDocType": "3",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "20",
+    "jrnlName": "USED VEHICLE SALES",
+    "jrnlType": "S",
+    "intercoFlag": "0",
+    "defaultDocType": "9",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "60",
+    "jrnlName": "CASH DISBURSEMENTS",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "2",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "30",
+    "jrnlName": "SERVICE SALES",
+    "jrnlType": "S",
+    "intercoFlag": "0",
+    "defaultDocType": "7",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "40",
+    "jrnlName": "PAYROLL",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "11",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "15",
+    "jrnlName": "DEALER TRADES",
+    "jrnlType": "S",
+    "intercoFlag": "0",
+    "defaultDocType": "9",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "70",
+    "jrnlName": "NEW VEHICLE PURCHASES",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "8",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "25",
+    "jrnlName": "USED WHOLESALE",
+    "jrnlType": "S",
+    "intercoFlag": "0",
+    "defaultDocType": "9",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "75",
+    "jrnlName": "GENERAL PURCHASES",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "5",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "10",
+    "jrnlName": "NEW VEHICLE SALES",
+    "jrnlType": "S",
+    "intercoFlag": "0",
+    "defaultDocType": "9",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "80",
+    "jrnlName": "GENERAL JOURNAL",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "3",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "11",
+    "jrnlName": "WORK IN PROGRESS",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "10",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "56",
+    "jrnlName": "CASH RECEIPTS (BALANCE FWD)",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "1",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "81",
+    "jrnlName": "STANDARD ENTRIES",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "6",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "51",
+    "jrnlName": "CASH RECEIPTS JOURNAL - EFT",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "10",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "61",
+    "jrnlName": "CASH DISBURSMENTS -EFT",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "10",
+    "errCode": "",
+    "errMsg": ""
+  },
+  {
+    "companyNo": "77",
+    "jrnlID": "71",
+    "jrnlName": "USED VEHICLE PURCHASES",
+    "jrnlType": "G",
+    "intercoFlag": "0",
+    "defaultDocType": "8",
+    "errCode": "",
+    "errMsg": ""
+  }
+]
+```
+
+# Feedback
+
+- Receiving bad request errors, with no details. API errors page doesn't indicate what's wrong for certain types of error codes.
+- API Error page works on a several minute delay.

client/package.json

@@ -8,41 +8,41 @@
   "private": true,
   "proxy": "http://localhost:4000",
   "dependencies": {
-    "@amplitude/analytics-browser": "^2.25.2",
+    "@amplitude/analytics-browser": "^2.30.1",
     "@ant-design/pro-layout": "^7.22.6",
     "@apollo/client": "^3.13.9",
     "@emotion/is-prop-valid": "^1.4.0",
     "@fingerprintjs/fingerprintjs": "^4.6.1",
-    "@firebase/analytics": "^0.10.17",
-    "@firebase/app": "^0.14.3",
-    "@firebase/auth": "^1.10.8",
+    "@firebase/analytics": "^0.10.19",
+    "@firebase/app": "^0.14.6",
+    "@firebase/auth": "^1.11.1",
     "@firebase/firestore": "^4.9.2",
     "@firebase/messaging": "^0.12.22",
     "@jsreport/browser-client": "^3.1.0",
-    "@reduxjs/toolkit": "^2.9.0",
-    "@sentry/cli": "^2.56.0",
+    "@reduxjs/toolkit": "^2.10.1",
+    "@sentry/cli": "^2.58.2",
     "@sentry/react": "^9.43.0",
-    "@sentry/vite-plugin": "^4.3.0",
-    "@splitsoftware/splitio-react": "^2.5.0",
-    "@tanem/react-nprogress": "^5.0.53",
-    "antd": "^5.27.4",
+    "@sentry/vite-plugin": "^4.6.0",
+    "@splitsoftware/splitio-react": "^2.6.0",
+    "@tanem/react-nprogress": "^5.0.56",
+    "antd": "^5.28.1",
     "apollo-link-logger": "^2.0.1",
     "apollo-link-sentry": "^4.4.0",
     "autosize": "^6.0.1",
-    "axios": "^1.12.2",
+    "axios": "^1.13.2",
     "classnames": "^2.5.1",
     "css-box-model": "^1.2.1",
-    "dayjs": "^1.11.18",
-    "dayjs-business-days2": "^1.3.0",
+    "dayjs": "^1.11.19",
+    "dayjs-business-days2": "^1.3.1",
     "dinero.js": "^1.9.1",
     "dotenv": "^17.2.3",
     "env-cmd": "^10.1.0",
     "exifr": "^7.1.3",
-    "graphql": "^16.11.0",
-    "i18next": "^25.5.3",
+    "graphql": "^16.12.0",
+    "i18next": "^25.6.2",
     "i18next-browser-languagedetector": "^8.2.0",
     "immutability-helper": "^3.1.1",
-    "libphonenumber-js": "^1.12.23",
+    "libphonenumber-js": "^1.12.26",
     "lightningcss": "^1.30.2",
     "logrocket": "^9.0.2",
     "markerjs2": "^2.32.7",
@@ -50,7 +50,7 @@
     "normalize-url": "^8.1.0",
     "object-hash": "^3.0.0",
     "phone": "^3.1.67",
-    "posthog-js": "^1.271.0",
+    "posthog-js": "^1.294.0",
     "prop-types": "^15.8.1",
     "query-string": "^9.3.1",
     "raf-schd": "^4.0.3",
@@ -68,7 +68,7 @@
     "react-markdown": "^10.1.0",
     "react-number-format": "^5.4.3",
     "react-popopo": "^2.1.9",
-    "react-product-fruits": "^2.2.61",
+    "react-product-fruits": "^2.2.62",
     "react-redux": "^9.2.0",
     "react-resizable": "^3.0.5",
     "react-router-dom": "^6.30.0",
@@ -78,10 +78,10 @@
     "redux": "^5.0.1",
     "redux-actions": "^3.0.3",
     "redux-persist": "^6.0.0",
-    "redux-saga": "^1.3.0",
+    "redux-saga": "^1.4.2",
     "redux-state-sync": "^3.1.4",
     "reselect": "^5.1.1",
-    "sass": "^1.93.2",
+    "sass": "^1.94.0",
     "socket.io-client": "^4.8.1",
     "styled-components": "^6.1.19",
     "subscriptions-transport-ws": "^0.11.0",
@@ -135,35 +135,35 @@
   "devDependencies": {
     "@ant-design/icons": "^6.1.0",
     "@babel/plugin-proposal-private-property-in-object": "^7.21.11",
-    "@babel/preset-react": "^7.27.1",
-    "@dotenvx/dotenvx": "^1.51.0",
+    "@babel/preset-react": "^7.28.5",
+    "@dotenvx/dotenvx": "^1.51.1",
     "@emotion/babel-plugin": "^11.13.5",
     "@emotion/react": "^11.14.0",
-    "@eslint/js": "^9.37.0",
-    "@playwright/test": "^1.56.0",
-    "@sentry/webpack-plugin": "^4.3.0",
+    "@eslint/js": "^9.39.1",
+    "@playwright/test": "^1.56.1",
+    "@sentry/webpack-plugin": "^4.6.0",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^6.9.1",
     "@testing-library/react": "^16.3.0",
     "@vitejs/plugin-react": "^4.6.0",
-    "browserslist": "^4.26.3",
+    "browserslist": "^4.28.0",
     "browserslist-to-esbuild": "^2.1.1",
     "chalk": "^5.6.2",
-    "eslint": "^9.37.0",
+    "eslint": "^9.39.1",
     "eslint-plugin-react": "^7.37.5",
     "globals": "^15.15.0",
     "jsdom": "^26.0.0",
-    "memfs": "^4.48.1",
+    "memfs": "^4.51.0",
     "os-browserify": "^0.3.0",
-    "playwright": "^1.56.0",
+    "playwright": "^1.56.1",
     "react-error-overlay": "^6.1.0",
     "redux-logger": "^3.0.6",
     "source-map-explorer": "^2.5.3",
-    "vite": "^7.1.9",
+    "vite": "^7.2.2",
     "vite-plugin-babel": "^1.3.2",
     "vite-plugin-eslint": "^1.8.1",
     "vite-plugin-node-polyfills": "^0.24.0",
-    "vite-plugin-pwa": "^1.0.3",
+    "vite-plugin-pwa": "^1.1.0",
     "vite-plugin-style-import": "^2.0.0",
     "vitest": "^3.2.4",
     "workbox-window": "^7.3.0"

client/src/App/App.styles.scss

@@ -1,3 +1,5 @@
+@use "react-big-calendar/lib/sass/styles" as rbc;
+
 :root {
   --table-stripe-bg: #f4f4f4; /* Light mode table stripe */
   --menu-divider-color: #74695c; /* Light mode menu divider */
@@ -211,9 +213,6 @@
   --svg-background: #FFF; /* Dark mode SVG background */
 }
 
-// Global Styles
-@import "react-big-calendar/lib/sass/styles";
-
 .ant-menu-item-divider {
   border-bottom: 1px solid var(--menu-divider-color) !important;
 }
@@ -426,6 +425,24 @@
   }
 }
 
+.dms-equal-height-col {
+  display: flex; // make the Col a flex container
+}
+
+/* If the direct child is an AntD Card, make it fill the column */
+.dms-equal-height-col > .ant-card {
+  flex: 1 1 auto;
+  display: flex;
+  flex-direction: column;
+}
+
+/* Optional: if you want the card body to fill vertically too */
+.dms-equal-height-col > .ant-card .ant-card-body {
+  flex: 1;
+  display: flex;
+  flex-direction: column;
+}
+
 //.rbc-time-header-gutter {
 //  padding: 0;
-//} 
+//}

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

@@ -180,7 +180,7 @@ export function AccountingReceivablesTableComponent({ bodyshop, loading, jobs, r
     <Card
       extra={
         <Space wrap>
-          {!bodyshop.cdk_dealerid && !bodyshop.pbs_serialnumber && (
+          {!bodyshop.cdk_dealerid && !bodyshop.pbs_serialnumber && !bodyshop.rr_dealerid && (
             <>
               <JobMarkSelectedExported
                 jobIds={selectedJobs}
@@ -198,7 +198,7 @@ export function AccountingReceivablesTableComponent({ bodyshop, loading, jobs, r
               />
             </>
           )}
-          {bodyshop.accountingconfig && bodyshop.accountingconfig.qbo && <QboAuthorizeComponent />}
+          {bodyshop.accountingconfig?.qbo && <QboAuthorizeComponent />}
           <Input.Search
             value={state.search}
             onChange={handleSearch}

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

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

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

@@ -7,6 +7,7 @@ import { createStructuredSelector } from "reselect";
 import { selectBodyshop } from "../../redux/user/user.selectors";
 import CurrencyInput from "../form-items-formatted/currency-form-item.component";
 import CiecaSelect from "../../utils/Ciecaselect";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop
@@ -44,7 +45,7 @@ export function BillFormItemsExtendedFormItem({
                 quantity: record.part_qty || 1,
                 actual_price: record.act_price,
                 cost_center: record.part_type
-                  ? bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid
+                  ? bodyshopHasDmsKey(bodyshop)
                     ? record.part_type
                     : responsibilityCenters.defaults && (responsibilityCenters.defaults.costs[record.part_type] || null)
                   : null
@@ -100,7 +101,7 @@ export function BillFormItemsExtendedFormItem({
       </Form.Item>
       <Form.Item label={t("billlines.fields.cost_center")} name={["billlineskeys", record.id, "cost_center"]}>
         <Select showSearch style={{ minWidth: "3rem" }} disabled={disabled}>
-          {bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber
+          {bodyshopHasDmsKey(bodyshop)
             ? CiecaSelect(true, false)
             : responsibilityCenters.costs.map((item) => <Select.Option key={item.name}>{item.name}</Select.Option>)}
         </Select>

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

@@ -22,6 +22,7 @@ import VendorSearchSelect from "../vendor-search-select/vendor-search-select.com
 import BillFormLines from "./bill-form.lines.component";
 import { CalculateBillTotal } from "./bill-form.totals.utility";
 import DateTimePicker from "../form-date-time-picker/form-date-time-picker.component.jsx";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop
@@ -354,7 +355,7 @@ export function BillFormComponent({
               <Form.Item span={3} label={t("bills.fields.local_tax_rate")} name="local_tax_rate">
                 <CurrencyInput min={0} />
               </Form.Item>
-              {bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid ? (
+              {bodyshopHasDmsKey(bodyshop) ? (
                 <Form.Item span={2} label={t("bills.labels.federal_tax_exempt")} name="federal_tax_exempt">
                   <Switch onChange={handleFederalTaxExemptSwitchToggle} />
                 </Form.Item>

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

@@ -10,6 +10,7 @@ import InstanceRenderManager from "../../utils/instanceRenderMgr";
 import BillLineSearchSelect from "../bill-line-search-select/bill-line-search-select.component";
 import BilllineAddInventory from "../billline-add-inventory/billline-add-inventory.component";
 import CurrencyInput from "../form-items-formatted/currency-form-item.component";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   //currentUser: selectCurrentUser
@@ -90,7 +91,7 @@ export function BillEnterModalLinesComponent({
                       actual_price: opt.cost,
                       original_actual_price: opt.cost,
                       cost_center: opt.part_type
-                        ? bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid
+                        ? bodyshopHasDmsKey(bodyshop)
                           ? opt.part_type !== "PAE"
                             ? opt.part_type
                             : null
@@ -322,7 +323,7 @@ export function BillEnterModalLinesComponent({
         },
         formInput: () => (
           <Select showSearch style={{ minWidth: "3rem" }} disabled={disabled}>
-            {bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber
+            {bodyshopHasDmsKey(bodyshop)
               ? CiecaSelect(true, false)
               : responsibilityCenters.costs.map((item) => <Select.Option key={item.name}>{item.name}</Select.Option>)}
           </Select>

client/src/components/chat-media-selector/chat-media-selector.component.jsx

@@ -40,7 +40,11 @@ export function ChatMediaSelector({ bodyshop, selectedMedia, setSelectedMedia, c
     variables: {
       jobId: conversation.job_conversations[0]?.jobid
     },
-    skip: !open || !conversation.job_conversations || conversation.job_conversations.length === 0
+    skip:
+      !open ||
+      !conversation.job_conversations ||
+      conversation.job_conversations.length === 0 ||
+      bodyshop.uselocalmediaserver
   });
 
   const handleVisibleChange = (change) => {
@@ -48,7 +52,8 @@ export function ChatMediaSelector({ bodyshop, selectedMedia, setSelectedMedia, c
   };
 
   useEffect(() => {
-    setSelectedMedia([]);
+    // Instead of wiping the array (which holds media objects), just clear selection flags
+    setSelectedMedia((prev) => prev.map((m) => ({ ...m, isSelected: false })));
   }, [setSelectedMedia, conversation]);
 
   //Knowingly taking on the technical debt of poor implementation below. Done this way to avoid an edge case where no component may be displayed.
@@ -75,6 +80,7 @@ export function ChatMediaSelector({ bodyshop, selectedMedia, setSelectedMedia, c
             <JobDocumentsLocalGalleryExternal
               externalMediaState={[selectedMedia, setSelectedMedia]}
               jobId={conversation.job_conversations[0]?.jobid}
+              context="chat"
             />
           )}
         </>
@@ -90,6 +96,7 @@ export function ChatMediaSelector({ bodyshop, selectedMedia, setSelectedMedia, c
             <JobDocumentsLocalGalleryExternal
               externalMediaState={[selectedMedia, setSelectedMedia]}
               jobId={conversation.job_conversations[0]?.jobid}
+              context="chat"
             />
           )}
         </>
@@ -110,6 +117,7 @@ export function ChatMediaSelector({ bodyshop, selectedMedia, setSelectedMedia, c
       trigger="click"
       open={open}
       onOpenChange={handleVisibleChange}
+      destroyOnHidden
       classNames={{ root: "media-selector-popover" }}
     >
       <Badge count={selectedMedia.filter((s) => s.isSelected).length}>

client/src/components/dms-allocations-summary-ap/dms-allocations-summary-ap.component.jsx

@@ -55,7 +55,7 @@ export function DmsAllocationsSummaryAp({ socket, bodyshop, billids, title }) {
       });
     }
   }, [socket, socket.connected, billids]);
-  console.log(allocationsSummary);
+
   const columns = [
     {
       title: t("general.labels.status"),
@@ -122,7 +122,7 @@ export function DmsAllocationsSummaryAp({ socket, bodyshop, billids, title }) {
         <Form.Item
           name="journal"
           label={t("jobs.fields.dms.journal")}
-          initialValue={bodyshop.cdk_configuration && bodyshop.cdk_configuration.default_journal}
+          initialValue={bodyshop.cdk_configuration?.default_journal}
           rules={[
             {
               required: true

client/src/components/dms-allocations-summary/dms-allocations-summary.component.jsx

@@ -1,72 +1,97 @@
 import { Alert, Button, Card, Table, Typography } from "antd";
-import { useEffect, useState } from "react";
+import { SyncOutlined } from "@ant-design/icons";
+import { useCallback, useEffect, useState } from "react";
 import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
-import { selectBodyshop } from "../../redux/user/user.selectors";
 import Dinero from "dinero.js";
-import { SyncOutlined } from "@ant-design/icons";
+import { DMS_MAP } from "../../utils/dmsUtils";
+
+import { selectBodyshop } from "../../redux/user/user.selectors";
 import { pageLimit } from "../../utils/config";
 
 const mapStateToProps = createStructuredSelector({
-  //currentUser: selectCurrentUser
   bodyshop: selectBodyshop
 });
-
-const mapDispatchToProps = () => ({
-  //setUserLanguage: language => dispatch(setUserLanguage(language))
-});
+const mapDispatchToProps = () => ({});
 
 export default connect(mapStateToProps, mapDispatchToProps)(DmsAllocationsSummary);
 
-export function DmsAllocationsSummary({ socket, bodyshop, jobId, title }) {
+/**
+ * DMS Allocations Summary component
+ * @param mode
+ * @param socket
+ * @param bodyshop
+ * @param jobId
+ * @param title
+ * @returns {JSX.Element}
+ * @constructor
+ */
+export function DmsAllocationsSummary({ mode, socket, bodyshop, jobId, title }) {
   const { t } = useTranslation();
   const [allocationsSummary, setAllocationsSummary] = useState([]);
 
-  useEffect(() => {
-    if (socket.connected) {
-      socket.emit("cdk-calculate-allocations", jobId, (ack) => {
-        setAllocationsSummary(ack);
-        socket.allocationsSummary = ack;
+  // Resolve event name by mode (PBS reuses the CDK event per existing behavior)
+  const allocationsEvent =
+    mode === DMS_MAP.reynolds
+      ? "rr-calculate-allocations"
+      : mode === DMS_MAP.fortellis
+        ? "fortellis-calculate-allocations"
+        : /* "cdk" | "pbs" (legacy) */ "cdk-calculate-allocations";
+
+  const fetchAllocations = useCallback(() => {
+    if (!socket || !jobId || !mode) return;
+
+    try {
+      socket.emit(allocationsEvent, jobId, (ack) => {
+        const list = Array.isArray(ack) ? ack : [];
+        setAllocationsSummary(list);
+        // Preserve side-channel used by the post form for discrepancy checks
+        socket.allocationsSummary = list;
       });
+    } catch {
+      // Best-effort; leave table empty on error
+      setAllocationsSummary([]);
+      socket && (socket.allocationsSummary = []);
     }
-  }, [socket, socket.connected, jobId]);
+  }, [socket, jobId, mode, allocationsEvent]);
+
+  // Initial + whenever mode/socket/jobId changes
+  useEffect(() => {
+    fetchAllocations();
+  }, [fetchAllocations]);
 
   const columns = [
-    {
-      title: t("jobs.fields.dms.center"),
-      dataIndex: "center",
-      key: "center"
-    },
+    { title: t("jobs.fields.dms.center"), dataIndex: "center", key: "center" },
     {
       title: t("jobs.fields.dms.sale"),
       dataIndex: "sale",
       key: "sale",
-      render: (text, record) => Dinero(record.sale).toFormat()
+      render: (_text, record) => Dinero(record.sale).toFormat()
     },
     {
       title: t("jobs.fields.dms.cost"),
       dataIndex: "cost",
       key: "cost",
-      render: (text, record) => Dinero(record.cost).toFormat()
+      render: (_text, record) => Dinero(record.cost).toFormat()
     },
     {
       title: t("jobs.fields.dms.sale_dms_acctnumber"),
       dataIndex: "sale_dms_acctnumber",
       key: "sale_dms_acctnumber",
-      render: (text, record) => record.profitCenter?.dms_acctnumber
+      render: (_text, record) => record.profitCenter?.dms_acctnumber
     },
     {
       title: t("jobs.fields.dms.cost_dms_acctnumber"),
       dataIndex: "cost_dms_acctnumber",
       key: "cost_dms_acctnumber",
-      render: (text, record) => record.costCenter?.dms_acctnumber
+      render: (_text, record) => record.costCenter?.dms_acctnumber
     },
     {
       title: t("jobs.fields.dms.dms_wip_acctnumber"),
       dataIndex: "dms_wip_acctnumber",
       key: "dms_wip_acctnumber",
-      render: (text, record) => record.costCenter?.dms_wip_acctnumber
+      render: (_text, record) => record.costCenter?.dms_wip_acctnumber
     }
   ];
 
@@ -74,11 +99,7 @@ export function DmsAllocationsSummary({ socket, bodyshop, jobId, title }) {
     <Card
       title={title}
       extra={
-        <Button
-          onClick={() => {
-            socket.emit("cdk-calculate-allocations", jobId, (ack) => setAllocationsSummary(ack));
-          }}
-        >
+        <Button onClick={fetchAllocations} aria-label={t("general.actions.refresh")}>
           <SyncOutlined />
         </Button>
       }
@@ -86,6 +107,7 @@ export function DmsAllocationsSummary({ socket, bodyshop, jobId, title }) {
       {bodyshop.pbs_configuration?.disablebillwip && (
         <Alert type="warning" message={t("jobs.labels.dms.disablebillwip")} />
       )}
+
       <Table
         pagination={{ position: "top", defaultPageSize: pageLimit }}
         columns={columns}
@@ -94,34 +116,25 @@ export function DmsAllocationsSummary({ socket, bodyshop, jobId, title }) {
         locale={{ emptyText: t("dms.labels.refreshallocations") }}
         scroll={{ x: true }}
         summary={() => {
-          const totals =
-            allocationsSummary &&
-            allocationsSummary.reduce(
-              (acc, val) => {
-                return {
-                  totalSale: acc.totalSale.add(Dinero(val.sale)),
-                  totalCost: acc.totalCost.add(Dinero(val.cost))
-                };
-              },
-              {
-                totalSale: Dinero(),
-                totalCost: Dinero()
-              }
-            );
+          const totals = allocationsSummary?.reduce(
+            (acc, val) => ({
+              totalSale: acc.totalSale.add(Dinero(val.sale)),
+              totalCost: acc.totalCost.add(Dinero(val.cost))
+            }),
+            { totalSale: Dinero(), totalCost: Dinero() }
+          ) || { totalSale: Dinero(), totalCost: Dinero() };
+
+          const hasNonZeroSaleTotal = totals.totalSale.getAmount() !== 0;
 
           return (
             <Table.Summary.Row>
               <Table.Summary.Cell>
                 <Typography.Title level={4}>{t("general.labels.totals")}</Typography.Title>
               </Table.Summary.Cell>
-              <Table.Summary.Cell>{totals && totals.totalSale.toFormat()}</Table.Summary.Cell>
-              <Table.Summary.Cell>
-                {
-                  //  totals.totalCost.toFormat()
-                }
-              </Table.Summary.Cell>
-              <Table.Summary.Cell></Table.Summary.Cell>
-              <Table.Summary.Cell></Table.Summary.Cell>
+              <Table.Summary.Cell>{hasNonZeroSaleTotal ? totals.totalSale.toFormat() : null}</Table.Summary.Cell>
+              <Table.Summary.Cell />
+              <Table.Summary.Cell />
+              <Table.Summary.Cell />
             </Table.Summary.Row>
           );
         }}

client/src/components/dms-allocations-summary/rr-dms-allocations-summary.component.jsx

@@ -0,0 +1,300 @@
+import { Alert, Button, Card, Table, Tabs, Typography } from "antd";
+import { SyncOutlined } from "@ant-design/icons";
+import { useCallback, useEffect, useMemo, useState } from "react";
+import { useTranslation } from "react-i18next";
+import { connect } from "react-redux";
+import { createStructuredSelector } from "reselect";
+
+import { selectBodyshop } from "../../redux/user/user.selectors";
+
+const mapStateToProps = createStructuredSelector({
+  bodyshop: selectBodyshop
+});
+const mapDispatchToProps = () => ({});
+
+export default connect(mapStateToProps, mapDispatchToProps)(RrAllocationsSummary);
+
+/**
+ * Normalize job allocations into a flat list for display / preview building.
+ * @param ack
+ * @returns {{center: *, sale, partsSale, laborTaxableSale, laborNonTaxableSale, extrasSale, cost, profitCenter, costCenter}[]|*[]}
+ */
+function normalizeJobAllocations(ack) {
+  if (!ack || !Array.isArray(ack.jobAllocations)) return [];
+
+  return ack.jobAllocations.map((row) => ({
+    center: row.center,
+
+    // legacy "sale" (total) if we ever want to show it again
+    sale: row.sale || row.totalSale || null,
+
+    // bucketed sales used to build split ROGOG/ROLABOR
+    partsSale: row.partsSale || null,
+    laborTaxableSale: row.laborTaxableSale || null,
+    laborNonTaxableSale: row.laborNonTaxableSale || null,
+    extrasSale: row.extrasSale || null,
+
+    cost: row.cost || null,
+    profitCenter: row.profitCenter || null,
+    costCenter: row.costCenter || null
+  }));
+}
+
+/**
+ * RR-specific DMS Allocations Summary
+ * Focused on what we actually send to RR:
+ *  - ROGOG (split by taxable / non-taxable segments)
+ *  - ROLABOR shell
+ *
+ * The heavy lifting (ROGOG/ROLABOR split, cost allocation, tax flags)
+ * is now done on the backend via buildRogogFromAllocations/buildRolaborFromRogog.
+ * This component just renders the preview from `ack.rogg` / `ack.rolabor`.
+ */
+export function RrAllocationsSummary({ socket, bodyshop, jobId, title }) {
+  const { t } = useTranslation();
+  const [roggPreview, setRoggPreview] = useState(null);
+  const [rolaborPreview, setRolaborPreview] = useState(null);
+  const [error, setError] = useState(null);
+
+  const fetchAllocations = useCallback(() => {
+    if (!socket || !jobId) return;
+
+    try {
+      socket.emit("rr-calculate-allocations", jobId, (ack) => {
+        if (ack && ack.ok === false) {
+          setRoggPreview(null);
+          setRolaborPreview(null);
+          setError(ack.error || t("dms.labels.allocations_error"));
+          if (socket) {
+            socket.allocationsSummary = [];
+            socket.rrAllocationsRaw = ack;
+          }
+          return;
+        }
+
+        const jobAllocRows = normalizeJobAllocations(ack);
+
+        setRoggPreview(ack?.rogg || null);
+        setRolaborPreview(ack?.rolabor || null);
+        setError(null);
+
+        if (socket) {
+          socket.allocationsSummary = jobAllocRows;
+          socket.rrAllocationsRaw = ack;
+        }
+      });
+    } catch {
+      setRoggPreview(null);
+      setRolaborPreview(null);
+      setError(t("dms.labels.allocations_error"));
+      if (socket) {
+        socket.allocationsSummary = [];
+      }
+    }
+  }, [socket, jobId, t]);
+
+  useEffect(() => {
+    fetchAllocations();
+  }, [fetchAllocations]);
+
+  const opCode = bodyshop?.rr_configuration?.baseOpCode || "28TOZ";
+
+  const segmentLabelMap = {
+    partsExtras: "Parts/Extras",
+    laborTaxable: "Taxable Labor",
+    laborNonTaxable: "Non-Taxable Labor"
+  };
+
+  const roggRows = useMemo(() => {
+    if (!roggPreview || !Array.isArray(roggPreview.ops)) return [];
+    const rows = [];
+    roggPreview.ops.forEach((op) => {
+      (op.lines || []).forEach((line, idx) => {
+        const baseDesc = line.itemDesc;
+        const segmentKind = op.segmentKind;
+        const segmentCount = op.segmentCount || 0;
+        const segmentLabel = segmentLabelMap[segmentKind] || segmentKind;
+        const displayDesc = segmentCount > 1 && segmentLabel ? `${baseDesc} (${segmentLabel})` : baseDesc;
+
+        rows.push({
+          key: `${op.jobNo}-${idx}`,
+          opCode: op.opCode,
+          jobNo: op.jobNo,
+          breakOut: line.breakOut,
+          itemType: line.itemType,
+          itemDesc: displayDesc,
+          custQty: line.custQty,
+          custPayTypeFlag: line.custPayTypeFlag,
+          custTxblNtxblFlag: line.custTxblNtxblFlag,
+          custPrice: line.amount?.custPrice,
+          dlrCost: line.amount?.dlrCost,
+          // segment metadata for visual styling
+          segmentKind,
+          segmentCount
+        });
+      });
+    });
+    return rows;
+  }, [roggPreview]);
+
+  const rolaborRows = useMemo(() => {
+    if (!rolaborPreview || !Array.isArray(rolaborPreview.ops)) return [];
+    return rolaborPreview.ops.map((op, idx) => ({
+      key: `${op.jobNo}-${idx}`,
+      opCode: op.opCode,
+      jobNo: op.jobNo,
+      custPayTypeFlag: op.custPayTypeFlag,
+      custTxblNtxblFlag: op.custTxblNtxblFlag,
+      payType: op.bill?.payType,
+      amtType: op.amount?.amtType,
+      custPrice: op.amount?.custPrice,
+      totalAmt: op.amount?.totalAmt
+    }));
+  }, [rolaborPreview]);
+
+  // Totals for ROGOG (sum custPrice + dlrCost over all lines)
+  const roggTotals = useMemo(() => {
+    if (!roggPreview || !Array.isArray(roggPreview.ops)) {
+      return { totalCustPrice: "0.00", totalDlrCost: "0.00" };
+    }
+
+    let totalCustCents = 0;
+    let totalCostCents = 0;
+
+    roggPreview.ops.forEach((op) => {
+      (op.lines || []).forEach((line) => {
+        const cp = parseFloat(line.amount?.custPrice || "0");
+        if (!Number.isNaN(cp)) {
+          totalCustCents += Math.round(cp * 100);
+        }
+
+        const dc = parseFloat(line.amount?.dlrCost || "0");
+        if (!Number.isNaN(dc)) {
+          totalCostCents += Math.round(dc * 100);
+        }
+      });
+    });
+
+    return {
+      totalCustPrice: (totalCustCents / 100).toFixed(2),
+      totalDlrCost: (totalCostCents / 100).toFixed(2)
+    };
+  }, [roggPreview]);
+
+  const roggColumns = [
+    { title: "JobNo", dataIndex: "jobNo", key: "jobNo" },
+    { title: "OpCode", dataIndex: "opCode", key: "opCode" },
+    { title: "BreakOut", dataIndex: "breakOut", key: "breakOut" },
+    { title: "ItemType", dataIndex: "itemType", key: "itemType" },
+    { title: "ItemDesc", dataIndex: "itemDesc", key: "itemDesc" },
+    { title: "CustQty", dataIndex: "custQty", key: "custQty" },
+    { title: "CustTxblFlag", dataIndex: "custTxblNtxblFlag", key: "custTxblNtxblFlag" },
+    { title: "CustPrice", dataIndex: "custPrice", key: "custPrice" },
+    { title: "DlrCost", dataIndex: "dlrCost", key: "dlrCost" }
+  ];
+
+  const rolaborColumns = [
+    { title: "JobNo", dataIndex: "jobNo", key: "jobNo" },
+    { title: "OpCode", dataIndex: "opCode", key: "opCode" },
+    { title: "CustPayType", dataIndex: "custPayTypeFlag", key: "custPayTypeFlag" },
+    { title: "CustTxblFlag", dataIndex: "custTxblNtxblFlag", key: "custTxblNtxblFlag" },
+    { title: "PayType", dataIndex: "payType", key: "payType" },
+    { title: "AmtType", dataIndex: "amtType", key: "amtType" },
+    { title: "CustPrice", dataIndex: "custPrice", key: "custPrice" },
+    { title: "TotalAmt", dataIndex: "totalAmt", key: "totalAmt" }
+  ];
+
+  const tabItems = [
+    {
+      key: "rogog",
+      label: "ROGOG Preview",
+      children: (
+        <>
+          <Typography.Paragraph type="secondary" style={{ marginBottom: 8 }}>
+            OpCode: <strong>{opCode}</strong>. Only centers with RR GOG mapping (rr_gogcode &amp; rr_item_type) are
+            included. Totals below reflect exactly what will be sent in ROGOG.
+          </Typography.Paragraph>
+          <Table
+            pagination={false}
+            columns={roggColumns}
+            rowKey="key"
+            dataSource={roggRows}
+            locale={{ emptyText: "No ROGOG lines would be generated." }}
+            scroll={{ x: true }}
+            // 👇 visually highlight splits; especially taxable/non-taxable labor segments
+            rowClassName={(record) => {
+              if (
+                record.segmentCount > 1 &&
+                (record.segmentKind === "laborTaxable" || record.segmentKind === "laborNonTaxable")
+              ) {
+                return "rr-allocations-tax-split-row";
+              }
+              if (record.segmentCount > 1) {
+                return "rr-allocations-split-row";
+              }
+              return "";
+            }}
+            summary={() => {
+              const hasCustTotal = Number(roggTotals.totalCustPrice) !== 0;
+              const hasCostTotal = Number(roggTotals.totalDlrCost) !== 0;
+
+              return (
+                <Table.Summary.Row>
+                  <Table.Summary.Cell index={0}>
+                    <Typography.Title level={5}>{t("general.labels.totals")}</Typography.Title>
+                  </Table.Summary.Cell>
+                  <Table.Summary.Cell index={1} />
+                  <Table.Summary.Cell index={2} />
+                  <Table.Summary.Cell index={3} />
+                  <Table.Summary.Cell index={4} />
+                  <Table.Summary.Cell index={5} />
+                  <Table.Summary.Cell index={6} />
+                  <Table.Summary.Cell index={7}>{hasCustTotal ? roggTotals.totalCustPrice : null}</Table.Summary.Cell>
+                  <Table.Summary.Cell index={8}>{hasCostTotal ? roggTotals.totalDlrCost : null}</Table.Summary.Cell>
+                </Table.Summary.Row>
+              );
+            }}
+          />
+        </>
+      )
+    },
+    {
+      key: "rolabor",
+      label: "ROLABOR Preview",
+      children: (
+        <>
+          <Typography.Paragraph type="secondary" style={{ marginBottom: 8 }}>
+            This mirrors the shell that would be sent for ROLABOR when all financials are carried in GOG.
+          </Typography.Paragraph>
+          <Table
+            pagination={false}
+            columns={rolaborColumns}
+            rowKey="key"
+            dataSource={rolaborRows}
+            locale={{ emptyText: "No ROLABOR lines would be generated." }}
+            scroll={{ x: true }}
+          />
+        </>
+      )
+    }
+  ];
+
+  return (
+    <Card
+      title={title}
+      extra={
+        <Button onClick={fetchAllocations} aria-label={t("general.actions.refresh")}>
+          <SyncOutlined />
+        </Button>
+      }
+    >
+      {bodyshop.pbs_configuration?.disablebillwip && (
+        <Alert type="warning" message={t("jobs.labels.dms.disablebillwip")} />
+      )}
+
+      {error && <Alert type="error" style={{ marginTop: 8, marginBottom: 8 }} message={error} />}
+
+      <Tabs defaultActiveKey="rogog" items={tabItems} />
+    </Card>
+  );
+}

client/src/components/dms-cdk-makes/dms-cdk-makes.refetch.component.jsx

@@ -5,6 +5,7 @@ import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
 import { selectBodyshop, selectCurrentUser } from "../../redux/user/user.selectors";
+import { useSplitTreatments } from "@splitsoftware/splitio-react";
 
 const mapStateToProps = createStructuredSelector({
   currentUser: selectCurrentUser,
@@ -18,15 +19,26 @@ export default connect(mapStateToProps, mapDispatchToProps)(DmsCdkMakesRefetch);
 export function DmsCdkMakesRefetch({ currentUser, bodyshop }) {
   const [loading, setLoading] = useState(false);
   const { t } = useTranslation();
+  const {
+    treatments: { Fortellis }
+  } = useSplitTreatments({
+    attributes: {},
+    names: ["Fortellis"],
+    splitKey: bodyshop.imexshopid
+  });
 
   if (!currentUser.email.includes("@imex.")) return null;
 
   const handleRefetch = async () => {
-    setLoading(true);
-    await axios.post("/cdk/getvehicles", {
-      cdk_dealerid: bodyshop.cdk_dealerid,
-      bodyshopid: bodyshop.id
-    });
+    try {
+      setLoading(true);
+      await axios.post(`cdk${Fortellis.treatment === "on" ? "/fortellis" : ""}/getvehicles`, {
+        cdk_dealerid: bodyshop.cdk_dealerid,
+        bodyshopid: bodyshop.id
+      });
+    } catch (error) {
+      console.error(error);
+    }
 
     setLoading(false);
   };

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

@@ -0,0 +1,102 @@
+import { Button, Checkbox, Col, Table } from "antd";
+import { useEffect, useState } from "react";
+import { useTranslation } from "react-i18next";
+import { alphaSort } from "../../utils/sorters";
+
+export default function CDKCustomerSelector({ bodyshop, socket }) {
+  const { t } = useTranslation();
+  const [open, setOpen] = useState(false);
+  const [customerList, setCustomerList] = useState([]);
+  const [selectedCustomer, setSelectedCustomer] = useState(null);
+
+  useEffect(() => {
+    if (!socket) return;
+    const handleCdkSelectCustomer = (list) => {
+      setOpen(true);
+      setCustomerList(Array.isArray(list) ? list : []);
+      setSelectedCustomer(null);
+    };
+    socket.on("cdk-select-customer", handleCdkSelectCustomer);
+    return () => {
+      socket.off("cdk-select-customer", handleCdkSelectCustomer);
+    };
+  }, [socket]);
+
+  const onUseSelected = () => {
+    if (!selectedCustomer) return;
+    setOpen(false);
+    socket.emit("cdk-selected-customer", selectedCustomer);
+    setSelectedCustomer(null);
+  };
+
+  const onUseGeneric = () => {
+    const generic = bodyshop.cdk_configuration?.generic_customer_number || null;
+    setOpen(false);
+    socket.emit("cdk-selected-customer", generic);
+    setSelectedCustomer(null);
+  };
+
+  const onCreateNew = () => {
+    setOpen(false);
+    socket.emit("cdk-selected-customer", null);
+    setSelectedCustomer(null);
+  };
+
+  if (!open) return null;
+
+  const columns = [
+    { title: t("jobs.fields.dms.id"), dataIndex: ["id", "value"], key: "id" },
+    {
+      title: t("jobs.fields.dms.vinowner"),
+      dataIndex: "vinOwner",
+      key: "vinOwner",
+      render: (_t, r) => <Checkbox disabled checked={r.vinOwner} />
+    },
+    {
+      title: t("jobs.fields.dms.name1"),
+      dataIndex: ["name1", "fullName"],
+      key: "name1",
+      sorter: (a, b) => alphaSort(a.name1?.fullName, b.name1?.fullName)
+    },
+    {
+      title: t("jobs.fields.dms.address"),
+      key: "address",
+      render: (record) =>
+        `${record.address?.addressLine && record.address.addressLine[0]}, ${record.address?.city} ${
+          record.address?.stateOrProvince
+        } ${record.address?.postalCode}`
+    }
+  ];
+
+  const rowKey = (r) => r.id?.value || r.customerId;
+
+  return (
+    <Col span={24}>
+      <Table
+        title={() => (
+          <div style={{ display: "flex", gap: 8, flexWrap: "wrap" }}>
+            <Button onClick={onUseSelected} disabled={!selectedCustomer}>
+              {t("jobs.actions.dms.useselected")}
+            </Button>
+            <Button onClick={onUseGeneric} disabled={!bodyshop.cdk_configuration?.generic_customer_number}>
+              {t("jobs.actions.dms.usegeneric")}
+            </Button>
+            <Button onClick={onCreateNew}>{t("jobs.actions.dms.createnewcustomer")}</Button>
+          </div>
+        )}
+        pagination={{ position: "top" }}
+        columns={columns}
+        rowKey={rowKey}
+        dataSource={customerList}
+        rowSelection={{
+          onSelect: (r) => {
+            const key = r.id?.value || r.customerId;
+            setSelectedCustomer(key ? String(key) : null);
+          },
+          type: "radio",
+          selectedRowKeys: selectedCustomer ? [selectedCustomer] : []
+        }}
+      />
+    </Col>
+  );
+}

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

@@ -1,134 +1,54 @@
-import { Button, Checkbox, Col, Table } from "antd";
-import { useState } from "react";
-import { useTranslation } from "react-i18next";
+import { useMemo } from "react";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
-import { socket } from "../../pages/dms/dms.container";
+
 import { selectBodyshop } from "../../redux/user/user.selectors";
-import { alphaSort } from "../../utils/sorters";
+
+import RRCustomerSelector from "./rr-customer-selector";
+import FortellisCustomerSelector from "./fortellis-customer-selector";
+import CDKCustomerSelector from "./cdk-customer-selector";
+import PBSCustomerSelector from "./pbs-customer-selector";
+import { DMS_MAP } from "../../utils/dmsUtils";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop
 });
-const mapDispatchToProps = () => ({
-  //setUserLanguage: language => dispatch(setUserLanguage(language))
-});
+const mapDispatchToProps = () => ({});
 export default connect(mapStateToProps, mapDispatchToProps)(DmsCustomerSelector);
 
-export function DmsCustomerSelector({ bodyshop }) {
-  const { t } = useTranslation();
-  const [customerList, setcustomerList] = useState([]);
-  const [open, setOpen] = useState(false);
-  const [selectedCustomer, setSelectedCustomer] = useState(null);
-  const [dmsType, setDmsType] = useState("cdk");
+/**
+ * DMS Customer Selector component that renders the appropriate customer selector
+ * @param props
+ * @returns {JSX.Element|null}
+ * @constructor
+ */
+export function DmsCustomerSelector(props) {
+  const { bodyshop, jobid, socket, rrOptions = {} } = props;
 
-  socket.on("cdk-select-customer", (customerList) => {
-    setOpen(true);
-    setDmsType("cdk");
-    setcustomerList(customerList);
-  });
-  socket.on("pbs-select-customer", (customerList) => {
-    setOpen(true);
-    setDmsType("pbs");
-    setcustomerList(customerList);
-  });
+  // Centralized "mode" (provider + transport)
+  const mode = props.mode;
 
-  const onUseSelected = () => {
-    setOpen(false);
-    socket.emit(`${dmsType}-selected-customer`, selectedCustomer);
-    setSelectedCustomer(null);
-  };
+  // Stable base props for children
+  const base = useMemo(() => ({ bodyshop, jobid, socket }), [bodyshop, jobid, socket]);
 
-  const onUseGeneric = () => {
-    setOpen(false);
-    socket.emit(`${dmsType}-selected-customer`, bodyshop.cdk_configuration.generic_customer_number);
-    setSelectedCustomer(null);
-  };
-
-  const onCreateNew = () => {
-    setOpen(false);
-    socket.emit(`${dmsType}-selected-customer`, null);
-    setSelectedCustomer(null);
-  };
-
-  const cdkColumns = [
-    {
-      title: t("jobs.fields.dms.id"),
-      dataIndex: ["id", "value"],
-      key: "id"
-    },
-    {
-      title: t("jobs.fields.dms.vinowner"),
-      dataIndex: "vinOwner",
-      key: "vinOwner",
-      render: (text, record) => <Checkbox disabled checked={record.vinOwner} />
-    },
-    {
-      title: t("jobs.fields.dms.name1"),
-      dataIndex: ["name1", "fullName"],
-      key: "name1",
-      sorter: (a, b) => alphaSort(a.name1?.fullName, b.name1?.fullName)
-    },
-
-    {
-      title: t("jobs.fields.dms.address"),
-      //dataIndex: ["name2", "fullName"],
-      key: "address",
-      render: (record) =>
-        `${record.address?.addressLine && record.address.addressLine[0]}, ${record.address?.city} ${
-          record.address?.stateOrProvince
-        } ${record.address?.postalCode}`
+  switch (mode) {
+    case DMS_MAP.reynolds: {
+      // Map rrOptions to current RR prop shape (you can also just pass rrOptions through and unpack in RR)
+      const rrProps = {
+        rrOpenRoLimit: rrOptions.openRoLimit,
+        onRrOpenRoFinished: rrOptions.onOpenRoFinished,
+        rrValidationPending: rrOptions.validationPending,
+        onValidationFinished: rrOptions.onValidationFinished
+      };
+      return <RRCustomerSelector {...base} {...rrProps} />;
     }
-  ];
-
-  const pbsColumns = [
-    {
-      title: t("jobs.fields.dms.id"),
-      dataIndex: "ContactId",
-      key: "ContactId"
-    },
-    {
-      title: t("jobs.fields.dms.name1"),
-      key: "name1",
-      sorter: (a, b) => alphaSort(a.LastName, b.LastName),
-      render: (text, record) => `${record.FirstName || ""} ${record.LastName || ""}`
-    },
-
-    {
-      title: t("jobs.fields.dms.address"),
-      key: "address",
-      render: (record) => `${record.Address}, ${record.City} ${record.State} ${record.ZipCode}`
-    }
-  ];
-
-  if (!open) return null;
-  return (
-    <Col span={24}>
-      <Table
-        title={() => (
-          <div>
-            <Button onClick={onUseSelected} disabled={!selectedCustomer}>
-              {t("jobs.actions.dms.useselected")}
-            </Button>
-            <Button onClick={onUseGeneric} disabled={!bodyshop.cdk_configuration?.generic_customer_number}>
-              {t("jobs.actions.dms.usegeneric")}
-            </Button>
-            <Button onClick={onCreateNew}>{t("jobs.actions.dms.createnewcustomer")}</Button>
-          </div>
-        )}
-        pagination={{ position: "top" }}
-        columns={dmsType === "cdk" ? cdkColumns : pbsColumns}
-        rowKey={(record) => (dmsType === "cdk" ? record.id.value : record.ContactId)}
-        dataSource={customerList}
-        //onChange={handleTableChange}
-        rowSelection={{
-          onSelect: (record) => {
-            setSelectedCustomer(dmsType === "cdk" ? record.id.value : record.ContactId);
-          },
-          type: "radio",
-          selectedRowKeys: [selectedCustomer]
-        }}
-      />
-    </Col>
-  );
+    case DMS_MAP.fortellis:
+      return <FortellisCustomerSelector {...base} />;
+    case DMS_MAP.cdk:
+      return <CDKCustomerSelector {...base} />;
+    case DMS_MAP.pbs:
+      return <PBSCustomerSelector {...base} />;
+    default:
+      return null;
+  }
 }

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

@@ -0,0 +1,105 @@
+import { Button, Checkbox, Col, Table } from "antd";
+import { useEffect, useState } from "react";
+import { useTranslation } from "react-i18next";
+import { alphaSort } from "../../utils/sorters";
+
+export default function FortellisCustomerSelector({ bodyshop, jobid, socket }) {
+  const { t } = useTranslation();
+  const [open, setOpen] = useState(false);
+  const [customerList, setCustomerList] = useState([]);
+  const [selectedCustomer, setSelectedCustomer] = useState(null);
+
+  useEffect(() => {
+    if (!socket) return;
+    const handleFortellisSelectCustomer = (list) => {
+      setOpen(true);
+      setCustomerList(Array.isArray(list) ? list : []);
+      setSelectedCustomer(null);
+    };
+    socket.on("fortellis-select-customer", handleFortellisSelectCustomer);
+    return () => {
+      socket.off("fortellis-select-customer", handleFortellisSelectCustomer);
+    };
+  }, [socket]);
+
+  const onUseSelected = () => {
+    if (!selectedCustomer) return;
+    setOpen(false);
+    socket.emit("fortellis-selected-customer", { selectedCustomerId: selectedCustomer, jobid });
+    setSelectedCustomer(null);
+  };
+
+  const onUseGeneric = () => {
+    const generic = bodyshop.cdk_configuration?.generic_customer_number || null;
+    setOpen(false);
+    socket.emit("fortellis-selected-customer", { selectedCustomerId: generic, jobid });
+    setSelectedCustomer(null);
+  };
+
+  const onCreateNew = () => {
+    setOpen(false);
+    socket.emit("fortellis-selected-customer", { selectedCustomerId: null, jobid });
+    setSelectedCustomer(null);
+  };
+
+  if (!open) return null;
+
+  const columns = [
+    { title: t("jobs.fields.dms.id"), dataIndex: "customerId", key: "id" },
+    {
+      title: t("jobs.fields.dms.vinowner"),
+      dataIndex: "vinOwner",
+      key: "vinOwner",
+      render: (_t, r) => <Checkbox disabled checked={r.vinOwner} />
+    },
+    {
+      title: t("jobs.fields.dms.name1"),
+      dataIndex: ["customerName", "firstName"],
+      key: "firstName",
+      sorter: (a, b) => alphaSort(a.customerName?.firstName, b.customerName?.firstName)
+    },
+    {
+      title: t("jobs.fields.dms.name1"),
+      dataIndex: ["customerName", "lastName"],
+      key: "lastName",
+      sorter: (a, b) => alphaSort(a.customerName?.lastName, b.customerName?.lastName)
+    },
+    {
+      title: t("jobs.fields.dms.address"),
+      key: "address",
+      render: (record) =>
+        `${record.postalAddress?.addressLine1 || ""}${
+          record.postalAddress?.addressLine2 ? `, ${record.postalAddress.addressLine2}` : ""
+        }, ${record.postalAddress?.city || ""} ${record.postalAddress?.state || ""} ${
+          record.postalAddress?.postalCode || ""
+        } ${record.postalAddress?.country || ""}`
+    }
+  ];
+
+  return (
+    <Col span={24}>
+      <Table
+        title={() => (
+          <div style={{ display: "flex", gap: 8, flexWrap: "wrap" }}>
+            <Button onClick={onUseSelected} disabled={!selectedCustomer}>
+              {t("jobs.actions.dms.useselected")}
+            </Button>
+            <Button onClick={onUseGeneric} disabled={!bodyshop.cdk_configuration?.generic_customer_number}>
+              {t("jobs.actions.dms.usegeneric")}
+            </Button>
+            <Button onClick={onCreateNew}>{t("jobs.actions.dms.createnewcustomer")}</Button>
+          </div>
+        )}
+        pagination={{ position: "top" }}
+        columns={columns}
+        rowKey={(r) => r.customerId}
+        dataSource={customerList}
+        rowSelection={{
+          onSelect: (r) => setSelectedCustomer(r?.customerId ? String(r.customerId) : null),
+          type: "radio",
+          selectedRowKeys: selectedCustomer ? [selectedCustomer] : []
+        }}
+      />
+    </Col>
+  );
+}

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

@@ -0,0 +1,93 @@
+import { Button, Col, Table } from "antd";
+import { useEffect, useState } from "react";
+import { useTranslation } from "react-i18next";
+import { alphaSort } from "../../utils/sorters";
+
+export default function PBSCustomerSelector({ bodyshop, socket }) {
+  const { t } = useTranslation();
+  const [open, setOpen] = useState(false);
+  const [customerList, setCustomerList] = useState([]);
+  const [selectedCustomer, setSelectedCustomer] = useState(null);
+
+  useEffect(() => {
+    if (!socket) return;
+    const handlePbsSelectCustomer = (list) => {
+      setOpen(true);
+      setCustomerList(Array.isArray(list) ? list : []);
+      setSelectedCustomer(null);
+    };
+    socket.on("pbs-select-customer", handlePbsSelectCustomer);
+    return () => {
+      socket.off("pbs-select-customer", handlePbsSelectCustomer);
+    };
+  }, [socket]);
+
+  const onUseSelected = () => {
+    if (!selectedCustomer) return;
+    setOpen(false);
+    socket.emit("pbs-selected-customer", selectedCustomer);
+    setSelectedCustomer(null);
+  };
+
+  // Restores old behavior: reuse the CDK-named generic number for PBS too,
+  // matching the previous single-component implementation.
+  const onUseGeneric = () => {
+    const generic = bodyshop?.cdk_configuration?.generic_customer_number || null;
+    if (!generic) return;
+    setOpen(false);
+    socket.emit("pbs-selected-customer", generic);
+    setSelectedCustomer(null);
+  };
+
+  const onCreateNew = () => {
+    setOpen(false);
+    socket.emit("pbs-selected-customer", null);
+    setSelectedCustomer(null);
+  };
+
+  if (!open) return null;
+
+  const columns = [
+    { title: t("jobs.fields.dms.id"), dataIndex: "ContactId", key: "ContactId" },
+    {
+      title: t("jobs.fields.dms.name1"),
+      key: "name1",
+      sorter: (a, b) => alphaSort(a.LastName, b.LastName),
+      render: (_t, r) => `${r.FirstName || ""} ${r.LastName || ""}`
+    },
+    {
+      title: t("jobs.fields.dms.address"),
+      key: "address",
+      render: (r) => `${r.Address}, ${r.City} ${r.State} ${r.ZipCode}`
+    }
+  ];
+
+  const hasGeneric = !!bodyshop?.cdk_configuration?.generic_customer_number;
+
+  return (
+    <Col span={24}>
+      <Table
+        title={() => (
+          <div style={{ display: "flex", gap: 8, flexWrap: "wrap" }}>
+            <Button onClick={onUseSelected} disabled={!selectedCustomer}>
+              {t("jobs.actions.dms.useselected")}
+            </Button>
+            <Button onClick={onUseGeneric} disabled={!hasGeneric}>
+              {t("jobs.actions.dms.usegeneric")}
+            </Button>
+            <Button onClick={onCreateNew}>{t("jobs.actions.dms.createnewcustomer")}</Button>
+          </div>
+        )}
+        pagination={{ position: "top" }}
+        columns={columns}
+        rowKey={(r) => r.ContactId}
+        dataSource={customerList}
+        rowSelection={{
+          onSelect: (r) => setSelectedCustomer(r?.ContactId ? String(r.ContactId) : null),
+          type: "radio",
+          selectedRowKeys: selectedCustomer ? [selectedCustomer] : []
+        }}
+      />
+    </Col>
+  );
+}

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

@@ -0,0 +1,267 @@
+import { Alert, Button, Checkbox, Col, message, Space, Table } from "antd";
+import { useEffect, useMemo, useState } from "react";
+import { useTranslation } from "react-i18next";
+import { alphaSort } from "../../utils/sorters";
+
+const normalizeRrList = (list) => {
+  if (!Array.isArray(list)) return [];
+  return list
+    .map((row) => {
+      const custNo = row.custNo || row.CustomerId || row.customerId || null;
+      const name =
+        row.name ||
+        [row.CustomerName?.FirstName, row.CustomerName?.LastName].filter(Boolean).join(" ").trim() ||
+        (custNo ? String(custNo) : "");
+      if (!custNo) return null;
+      const vinOwner = !!(row.vinOwner ?? row.isVehicleOwner);
+
+      const address =
+        row.address && typeof row.address === "object"
+          ? {
+              line1: row.address.line1 ?? row.address.addr1 ?? row.address.Address1 ?? undefined,
+              line2: row.address.line2 ?? row.address.addr2 ?? row.address.Address2 ?? undefined,
+              city: row.address.city ?? undefined,
+              state: row.address.state ?? row.address.stateOrProvince ?? undefined,
+              postalCode: row.address.postalCode ?? row.address.zip ?? undefined,
+              country: row.address.country ?? row.address.countryCode ?? undefined
+            }
+          : undefined;
+
+      return { custNo: String(custNo), name, vinOwner, address };
+    })
+    .filter(Boolean);
+};
+
+const rrAddressToString = (addr) => {
+  if (!addr) return "";
+  const parts = [
+    addr.line1,
+    addr.line2,
+    [addr.city, addr.state].filter(Boolean).join(" "),
+    addr.postalCode,
+    addr.country
+  ].filter(Boolean);
+  return parts.join(", ");
+};
+
+export default function RRCustomerSelector({
+  jobid,
+  socket,
+  rrOpenRoLimit = false,
+  onRrOpenRoFinished,
+  rrValidationPending = false,
+  onValidationFinished
+}) {
+  const { t } = useTranslation();
+  const [open, setOpen] = useState(false);
+  const [customerList, setCustomerList] = useState([]);
+  const [selectedCustomer, setSelectedCustomer] = useState(null);
+  const [refreshing, setRefreshing] = useState(false);
+
+  // Show dialog automatically when validation is pending
+  useEffect(() => {
+    if (rrValidationPending) setOpen(true);
+  }, [rrValidationPending]);
+
+  // Listen for RR customer selection list
+  useEffect(() => {
+    if (!socket) return;
+    const handleRrSelectCustomer = (list) => {
+      const normalized = normalizeRrList(list);
+      setOpen(true);
+      setCustomerList(normalized);
+      const firstOwner = normalized.find((r) => r.vinOwner)?.custNo;
+      setSelectedCustomer(firstOwner ? String(firstOwner) : null);
+      setRefreshing(false);
+    };
+    socket.on("rr-select-customer", handleRrSelectCustomer);
+    return () => {
+      socket.off("rr-select-customer", handleRrSelectCustomer);
+    };
+  }, [socket]);
+
+  // VIN owner set
+  const rrOwnerSet = useMemo(() => {
+    return new Set(customerList.filter((c) => c?.vinOwner || c?.isVehicleOwner).map((c) => String(c.custNo)));
+  }, [customerList]);
+  const rrHasVinOwner = rrOwnerSet.size > 0;
+
+  // Enforce VIN owner stays selected if present
+  useEffect(() => {
+    if (!rrHasVinOwner) return;
+    const firstOwner = (customerList.find((c) => c.vinOwner) || {}).custNo;
+    if (firstOwner && String(selectedCustomer) !== String(firstOwner)) {
+      setSelectedCustomer(String(firstOwner));
+    }
+  }, [rrHasVinOwner, customerList, selectedCustomer]);
+
+  const onUseSelected = () => {
+    if (!selectedCustomer) {
+      message.warning(t("general.actions.select"));
+      return;
+    }
+    if (rrHasVinOwner && !rrOwnerSet.has(String(selectedCustomer))) {
+      message.warning(
+        "This VIN is already assigned in Reynolds. Only the VIN owner can be selected. To choose a different customer, change ownership in Reynolds first."
+      );
+      return;
+    }
+    socket.emit("rr-selected-customer", { jobId: jobid, custNo: String(selectedCustomer) }, (ack) => {
+      if (ack?.ok) {
+        message.success(t("dms.messages.customerSelected"));
+      } else if (ack?.error) {
+        message.error(ack.error);
+      }
+    });
+  };
+
+  const onCreateNew = () => {
+    if (rrHasVinOwner) return;
+    socket.emit("rr-selected-customer", { jobId: jobid, create: true }, (ack) => {
+      if (ack?.ok) {
+        if (ack.custNo) setSelectedCustomer(String(ack.custNo));
+        message.success(t("dms.messages.customerCreated"));
+      } else if (ack?.error) {
+        message.error(ack.error);
+      }
+    });
+  };
+
+  const refreshRrSearch = () => {
+    setRefreshing(true);
+    const to = setTimeout(() => setRefreshing(false), 12000);
+    const stop = () => {
+      clearTimeout(to);
+      setRefreshing(false);
+      socket.off("export-failed", stop);
+      socket.off("rr-select-customer", stop);
+    };
+    socket.once("rr-select-customer", stop);
+    socket.once("export-failed", stop);
+    socket.emit("rr-export-job", { jobId: jobid });
+  };
+
+  if (!open) return null;
+
+  const columns = [
+    { title: t("jobs.fields.dms.id"), dataIndex: "custNo", key: "custNo" },
+    {
+      title: t("jobs.fields.dms.vinowner"),
+      dataIndex: "vinOwner",
+      key: "vinOwner",
+      render: (_t, r) => <Checkbox disabled checked={!!(r.vinOwner ?? r.isVehicleOwner)} />
+    },
+    {
+      title: t("jobs.fields.dms.name1"),
+      dataIndex: "name",
+      key: "name",
+      sorter: (a, b) => alphaSort(a?.name, b?.name)
+    },
+    {
+      title: t("jobs.fields.dms.address"),
+      key: "address",
+      render: (record) => rrAddressToString(record.address)
+    }
+  ];
+
+  const rrDisableRow = (record) => {
+    if (!rrHasVinOwner) return false;
+    return !rrOwnerSet.has(String(record.custNo));
+  };
+
+  return (
+    <Col span={24}>
+      <Table
+        title={() => (
+          <div style={{ display: "flex", flexDirection: "column", gap: 8 }}>
+            {/* Open RO limit banner */}
+            {rrOpenRoLimit && (
+              <Alert
+                type="error"
+                showIcon
+                message="Open RO limit reached in Reynolds"
+                description={
+                  <div style={{ display: "flex", flexDirection: "column", gap: 8 }}>
+                    <div>
+                      Reynolds has reached the maximum number of open Repair Orders for this Customer. Close or finalize
+                      an RO in Reynolds, then click <strong>Finished</strong> to continue.
+                    </div>
+                    <div>
+                      <Button type="primary" danger onClick={onRrOpenRoFinished}>
+                        Finished
+                      </Button>
+                    </div>
+                  </div>
+                }
+              />
+            )}
+
+            {/* Validation step banner */}
+            {rrValidationPending && (
+              <Alert
+                type="info"
+                showIcon
+                message="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 style={{ display: "flex", gap: 8, flexWrap: "wrap" }}>
+              <Button onClick={onUseSelected} disabled={!selectedCustomer || rrOpenRoLimit}>
+                {t("jobs.actions.dms.useselected")}
+              </Button>
+              {/* No generic in RR */}
+              <Button onClick={onCreateNew} disabled={rrHasVinOwner}>
+                {t("jobs.actions.dms.createnewcustomer")}
+              </Button>
+            </div>
+
+            {rrHasVinOwner && (
+              <Alert
+                type="warning"
+                showIcon
+                message="VIN ownership enforced"
+                description={
+                  <div style={{ display: "flex", justifyContent: "space-between", alignItems: "center", gap: 12 }}>
+                    <div>
+                      This VIN is already assigned in Reynolds. Only the VIN owner is selectable here. To use a
+                      different customer, please change the vehicle ownership in Reynolds first, then return to complete
+                      the export.
+                    </div>
+                    <Button onClick={refreshRrSearch} loading={refreshing}>
+                      Refresh
+                    </Button>
+                  </div>
+                }
+              />
+            )}
+          </div>
+        )}
+        pagination={{ position: "top" }}
+        columns={columns}
+        rowKey={(r) => r.custNo}
+        dataSource={customerList}
+        rowSelection={{
+          onSelect: (record) => setSelectedCustomer(record?.custNo ? String(record.custNo) : null),
+          type: "radio",
+          selectedRowKeys: selectedCustomer ? [selectedCustomer] : [],
+          getCheckboxProps: (record) => ({ disabled: rrDisableRow(record) })
+        }}
+      />
+    </Col>
+  );
+}

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

@@ -1,50 +1,234 @@
 import { Divider, Space, Tag, Timeline } from "antd";
+import { useEffect, useMemo, useState } from "react";
 import dayjs from "../../utils/day";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
-import { setBreadcrumbs, setSelectedHeader } from "../../redux/application/application.actions";
+import { selectDarkMode } from "../../redux/application/application.selectors.js";
 
-const mapStateToProps = createStructuredSelector({});
-
-const mapDispatchToProps = (dispatch) => ({
-  setBreadcrumbs: (breadcrumbs) => dispatch(setBreadcrumbs(breadcrumbs)),
-  setSelectedHeader: (key) => dispatch(setSelectedHeader(key))
+const mapStateToProps = createStructuredSelector({
+  isDarkMode: selectDarkMode
 });
 
+const mapDispatchToProps = () => ({});
+
 export default connect(mapStateToProps, mapDispatchToProps)(DmsLogEvents);
 
-export function DmsLogEvents({ logs }) {
-  return (
-    <Timeline
-      pending
-      reverse={true}
-      items={logs.map((log, idx) => ({
-        key: idx,
-        color: LogLevelHierarchy(log.level),
-        children: (
-          <Space wrap align="start" style={{}}>
-            <Tag color={LogLevelHierarchy(log.level)}>{log.level}</Tag>
-            <span>{dayjs(log.timestamp).format("MM/DD/YYYY HH:mm:ss")}</span>
-            <Divider type="vertical" />
-            <span>{log.message}</span>
-          </Space>
-        )
-      }))}
-    />
+export function DmsLogEvents({
+  logs,
+  detailsOpen,
+  detailsNonce,
+  isDarkMode,
+  colorizeJson = false,
+  showDetails = true
+}) {
+  const [openSet, setOpenSet] = useState(() => new Set());
+
+  // Inject JSON highlight styles once (only when colorize is enabled)
+  useEffect(() => {
+    if (!colorizeJson) return;
+    if (typeof document === "undefined") return;
+    if (document.getElementById("json-highlight-styles")) return;
+    const style = document.createElement("style");
+    style.id = "json-highlight-styles";
+    style.textContent = `
+      .json-key { color: #fa8c16; }
+      .json-string { color: #52c41a; }
+      .json-number { color: #722ed1; }
+      .json-boolean { color: #1890ff; }
+      .json-null { color: #faad14; }
+    `;
+    document.head.appendChild(style);
+  }, [colorizeJson]);
+
+  // Trim openSet if logs shrink
+  useEffect(() => {
+    const len = (logs || []).length;
+    setOpenSet((prev) => {
+      const next = new Set();
+      for (let i = 0; i < len; i++) if (prev.has(i)) next.add(i);
+      return next;
+    });
+  }, [logs?.length]);
+
+  // Respond to global toggle button
+  useEffect(() => {
+    if (detailsNonce == null) return;
+    const len = (logs || []).length;
+    setOpenSet(detailsOpen ? new Set(Array.from({ length: len }, (_, i) => i)) : new Set());
+  }, [detailsNonce, detailsOpen, logs?.length]);
+
+  const items = useMemo(
+    () =>
+      (logs || []).map((raw, idx) => {
+        const { level, message, timestamp, meta } = normalizeLog(raw);
+
+        // Only treat meta as "present" when we are allowed to show details
+        const hasMeta = !isEmpty(meta) && showDetails;
+        const isOpen = hasMeta && openSet.has(idx);
+
+        return {
+          key: idx,
+          color: logLevelColor(level),
+          children: (
+            <Space direction="vertical" size={4} style={{ display: "flex" }}>
+              {/* Row 1: summary + inline "Details" toggle */}
+              <Space wrap align="start">
+                <Tag color={logLevelColor(level)}>{level}</Tag>
+                <Divider type="vertical" />
+                <span>{dayjs(timestamp).format("MM/DD/YYYY HH:mm:ss")}</span>
+                <Divider type="vertical" />
+                <span>{message}</span>
+                {hasMeta && (
+                  <>
+                    <Divider type="vertical" />
+                    <a
+                      role="button"
+                      aria-expanded={isOpen}
+                      onClick={() =>
+                        setOpenSet((prev) => {
+                          const next = new Set(prev);
+                          if (isOpen) next.delete(idx);
+                          else next.add(idx);
+                          return next;
+                        })
+                      }
+                      style={{ cursor: "pointer", userSelect: "none" }}
+                    >
+                      {isOpen ? "Hide details" : "Details"}
+                    </a>
+                  </>
+                )}
+              </Space>
+
+              {/* Row 2: details body (only when open) */}
+              {hasMeta && isOpen && (
+                <div style={{ marginLeft: 6 }}>
+                  <JsonBlock isDarkMode={isDarkMode} data={meta} colorize={colorizeJson} />
+                </div>
+              )}
+            </Space>
+          )
+        };
+      }),
+    [logs, openSet, colorizeJson, isDarkMode, showDetails]
   );
+
+  return <Timeline pending reverse items={items} />;
 }
 
-function LogLevelHierarchy(level) {
-  switch (level) {
+/**
+ * Normalize various log input formats into a standard structure.
+ * @param input
+ * @returns {{level: string, message: *|string, timestamp: Date, meta: *}}
+ */
+const normalizeLog = (input) => {
+  const n = input?.normalized || input || {};
+  const level = (n.level || input?.level || "INFO").toString().toUpperCase();
+  const message = n.message ?? input?.message ?? "";
+  const meta = input?.meta != null ? input.meta : n.meta != null ? n.meta : undefined;
+  const tsRaw = input?.timestamp ?? n.timestamp ?? input?.ts ?? Date.now();
+  const timestamp = typeof tsRaw === "number" ? new Date(tsRaw) : new Date(tsRaw);
+  return { level, message, timestamp, meta };
+};
+
+/**
+ * Map log level to tag color.
+ * @param level
+ * @returns {string}
+ */
+const logLevelColor = (level) => {
+  switch ((level || "").toUpperCase()) {
+    case "SILLY":
+      return "purple";
     case "DEBUG":
       return "orange";
     case "INFO":
       return "blue";
     case "WARN":
+    case "WARNING":
       return "yellow";
     case "ERROR":
       return "red";
     default:
-      return 0;
+      return "default";
   }
-}
+};
+
+/**
+ * Check if a value is "empty" (null/undefined, empty array, or empty object).
+ * @param v
+ */
+const isEmpty = (v) => {
+  if (v == null) return true;
+  if (Array.isArray(v)) return v.length === 0;
+  if (typeof v === "object") return Object.keys(v).length === 0;
+  return false;
+};
+
+/**
+ * Safely stringify an object to JSON, falling back to String() on failure.
+ * @param obj
+ * @param spaces
+ * @returns {string}
+ */
+const safeStringify = (obj, spaces = 2) => {
+  try {
+    return JSON.stringify(obj, null, spaces);
+  } catch {
+    return String(obj);
+  }
+};
+
+/**
+ * JSON display block with optional syntax highlighting.
+ * @param data
+ * @param colorize
+ * @param isDarkMode
+ * @returns {JSX.Element}
+ * @constructor
+ */
+const JsonBlock = ({ data, colorize, isDarkMode }) => {
+  const jsonText = safeStringify(data, 2);
+  const preStyle = {
+    margin: "6px 0 0",
+    maxWidth: 720,
+    overflowX: "auto",
+    fontFamily: 'ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, "Liberation Mono", "Courier New", monospace',
+    fontSize: 12,
+    lineHeight: 1.45,
+    padding: 8,
+    borderRadius: 6,
+    background: isDarkMode ? "rgba(255,255,255,0.1)" : "rgba(0,0,0,0.04)",
+    border: isDarkMode ? "1px solid rgba(255,255,255,0.12)" : "1px solid rgba(0,0,0,0.08)",
+    color: isDarkMode ? "var(--card-text-fallback)" : "#141414"
+  };
+
+  if (colorize) {
+    const html = syntaxHighlight(jsonText);
+    return <pre style={preStyle} dangerouslySetInnerHTML={{ __html: html }} />;
+  }
+  return <pre style={preStyle}>{jsonText}</pre>;
+};
+
+/**
+ * Syntax highlight JSON text for HTML display.
+ * @param jsonText
+ * @returns {*}
+ */
+const syntaxHighlight = (jsonText) => {
+  const esc = jsonText.replace(/&/g, "&amp;").replace(/</g, "&lt;").replace(/>/g, "&gt;");
+  return esc.replace(
+    /("(?:\\u[\da-fA-F]{4}|\\[^u]|[^\\"])*"(\s*:)?|\b(?:true|false|null)\b|-?\d+(?:\.\d+)?(?:[eE][+-]?\d+)?)/g,
+    (match) => {
+      let cls = "json-number";
+      if (match.startsWith('"')) {
+        cls = match.endsWith(":") ? "json-key" : "json-string";
+      } else if (match === "true" || match === "false") {
+        cls = "json-boolean";
+      } else if (match === "null") {
+        cls = "json-null";
+      }
+      return `<span class="${cls}">${match}</span>`;
+    }
+  );
+};

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

@@ -0,0 +1,403 @@
+import { DeleteFilled, DownOutlined } from "@ant-design/icons";
+import {
+  Button,
+  Card,
+  Col,
+  Divider,
+  Dropdown,
+  Form,
+  Input,
+  InputNumber,
+  Row,
+  Select,
+  Space,
+  Statistic,
+  Switch,
+  Tooltip,
+  Typography
+} from "antd";
+import Dinero from "dinero.js";
+import { useTranslation } from "react-i18next";
+import { useMemo, useState } from "react";
+import i18n from "../../translations/i18n";
+import dayjs from "../../utils/day";
+import DmsCdkMakes from "../dms-cdk-makes/dms-cdk-makes.component";
+import DmsCdkMakesRefetch from "../dms-cdk-makes/dms-cdk-makes.refetch.component";
+import DateTimePicker from "../form-date-time-picker/form-date-time-picker.component.jsx";
+import CurrencyInput from "../form-items-formatted/currency-form-item.component";
+import { DMS_MAP } from "../../utils/dmsUtils";
+
+/**
+ * CDK-like DMS post form:
+ *  - CDK / Fortellis / PBS
+ *  - CDK vehicle details + make/model selection
+ *  - Payer list with discrepancy gating
+ *  - Submit: "{mode}-export-job"
+ * @param bodyshop
+ * @param socket
+ * @param job
+ * @param logsRef
+ * @param mode
+ * @returns {JSX.Element}
+ * @constructor
+ */
+export default function CdkLikePostForm({ bodyshop, socket, job, logsRef, mode }) {
+  const [form] = Form.useForm();
+  const { t } = useTranslation();
+  const [, /*unused*/ setTick] = useState(0); // handy if you need a forceUpdate later
+
+  const initialValues = useMemo(
+    () => ({
+      story: `${t("jobs.labels.dms.defaultstory", {
+        ro_number: job.ro_number,
+        ownr_nm: `${job.ownr_fn || ""} ${job.ownr_ln || ""} ${job.ownr_co_nm || ""}`.trim(),
+        ins_co_nm: job.ins_co_nm || "N/A",
+        clm_po: `${job.clm_no ? `${job.clm_no} ` : ""}${job.po_number || ""}`
+      }).trim()}.${
+        job.area_of_damage?.impact1
+          ? " " +
+            t("jobs.labels.dms.damageto", {
+              area_of_damage: (job.area_of_damage && job.area_of_damage.impact1.padStart(2, "0")) || "UNKNOWN"
+            })
+          : ""
+      }`.slice(0, 239),
+      inservicedate: dayjs(
+        `${
+          (job.v_model_yr &&
+            (job.v_model_yr < 100
+              ? job.v_model_yr >= (dayjs().year() + 1) % 100
+                ? 1900 + parseInt(job.v_model_yr, 10)
+                : 2000 + parseInt(job.v_model_yr, 10)
+              : job.v_model_yr)) ||
+          2019
+        }-01-01`
+      ),
+      journal: bodyshop.cdk_configuration?.default_journal
+    }),
+    [job, bodyshop, t]
+  );
+
+  // Payers helpers
+  const handlePayerSelect = (value, index) => {
+    form.setFieldsValue({
+      payers: (form.getFieldValue("payers") || []).map((payer, mapIndex) => {
+        if (index !== mapIndex) return payer;
+        const cdkPayer =
+          bodyshop.cdk_configuration.payers && bodyshop.cdk_configuration.payers.find((i) => i.name === value);
+        if (!cdkPayer) return payer;
+        return {
+          ...cdkPayer,
+          dms_acctnumber: cdkPayer.dms_acctnumber,
+          controlnumber: job?.[cdkPayer.control_type]
+        };
+      })
+    });
+    setTick((n) => n + 1);
+  };
+
+  const handleFinish = (values) => {
+    if (!socket) return;
+
+    if (mode === DMS_MAP.fortellis) {
+      socket.emit("fortellis-export-job", {
+        jobid: job.id,
+        txEnvelope: { ...values, SubscriptionID: bodyshop.cdk_dealerid }
+      });
+    } else {
+      socket.emit(`${mode}-export-job`, { jobid: job.id, txEnvelope: values });
+    }
+
+    logsRef?.current?.scrollIntoView({ behavior: "smooth" });
+  };
+
+  // Totals & discrepancy
+  const totals = socket?.allocationsSummary
+    ? socket.allocationsSummary.reduce(
+        (acc, val) => ({
+          totalSale: acc.totalSale.add(Dinero(val.sale)),
+          totalCost: acc.totalCost.add(Dinero(val.cost))
+        }),
+        { totalSale: Dinero(), totalCost: Dinero() }
+      )
+    : { totalSale: Dinero(), totalCost: Dinero() };
+
+  return (
+    <Card title={t("jobs.labels.dms.postingform")}>
+      <Form
+        form={form}
+        layout="vertical"
+        onFinish={handleFinish}
+        style={{ width: "100%" }}
+        initialValues={initialValues}
+      >
+        {/* TOP ROW */}
+        <Row gutter={[16, 12]} align="bottom">
+          <Col xs={24} sm={12} md={8} lg={6}>
+            <Form.Item name="journal" label={t("jobs.fields.dms.journal")} rules={[{ required: true }]}>
+              <Input />
+            </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 }]}>
+              <InputNumber style={{ width: "100%" }} disabled />
+            </Form.Item>
+          </Col>
+
+          <Col xs={12} sm={8} md={6} lg={4}>
+            <Form.Item
+              name="kmout"
+              label={t("jobs.fields.kmout")}
+              initialValue={job?.kmout}
+              rules={[{ required: true }]}
+            >
+              <InputNumber style={{ width: "100%" }} disabled />
+            </Form.Item>
+          </Col>
+        </Row>
+
+        {/* CDK vehicle details (kept for CDK/Fortellis paths when dealer id exists) */}
+        {bodyshop.cdk_dealerid && (
+          <>
+            <Row gutter={[16, 12]}>
+              <Col xs={24} sm={12} md={8}>
+                <Form.Item name="dms_make" label={t("jobs.fields.dms.dms_make")} rules={[{ required: true }]}>
+                  <Input disabled />
+                </Form.Item>
+              </Col>
+              <Col xs={24} sm={12} md={8}>
+                <Form.Item name="dms_model" label={t("jobs.fields.dms.dms_model")} rules={[{ required: true }]}>
+                  <Input disabled />
+                </Form.Item>
+              </Col>
+              <Col xs={24} sm={12} md={8}>
+                <Form.Item name="inservicedate" label={t("jobs.fields.dms.inservicedate")}>
+                  <DateTimePicker isDateOnly />
+                </Form.Item>
+              </Col>
+            </Row>
+
+            <Row gutter={[16, 12]} align="middle">
+              <Col>
+                <DmsCdkMakes form={form} job={job} />
+              </Col>
+              <Col>
+                <DmsCdkMakesRefetch />
+              </Col>
+              <Col>
+                <Form.Item name="dms_unsold" label={t("jobs.fields.dms.dms_unsold")} initialValue={false}>
+                  <Switch />
+                </Form.Item>
+              </Col>
+              <Col>
+                <Form.Item
+                  name="dms_model_override"
+                  label={t("jobs.fields.dms.dms_model_override")}
+                  initialValue={false}
+                >
+                  <Switch />
+                </Form.Item>
+              </Col>
+            </Row>
+          </>
+        )}
+
+        <Row gutter={[16, 12]}>
+          <Col span={24}>
+            <Form.Item name="story" label={t("jobs.fields.dms.story")} rules={[{ required: true }]}>
+              <Input.TextArea maxLength={240} />
+            </Form.Item>
+          </Col>
+        </Row>
+
+        <Divider />
+
+        {/* Totals */}
+        <Space size="large" wrap align="center" style={{ marginBottom: 16 }}>
+          <Statistic
+            title={t("jobs.fields.ded_amt")}
+            value={Dinero(job.job_totals.totals.custPayable.deductible).toFormat()}
+          />
+          <Statistic
+            title={t("jobs.labels.total_cust_payable")}
+            value={Dinero(job.job_totals.totals.custPayable.total).toFormat()}
+          />
+          <Statistic
+            title={t("jobs.labels.net_repairs")}
+            value={Dinero(job.job_totals.totals.net_repairs).toFormat()}
+          />
+        </Space>
+
+        {/* Payers list */}
+        <Divider />
+        <Form.List name={["payers"]}>
+          {(fields, { add, remove }) => (
+            <div>
+              {fields.map((field, index) => (
+                <Card
+                  key={field.key}
+                  size="small"
+                  style={{ marginBottom: 12 }}
+                  title={`${t("jobs.fields.dms.payer.payer_type")} #${index + 1}`}
+                  extra={
+                    <Tooltip title={t("general.actions.remove", "Remove")}>
+                      <Button
+                        type="text"
+                        danger
+                        icon={<DeleteFilled />}
+                        aria-label={t("general.actions.remove", "Remove")}
+                        onClick={() => remove(field.name)}
+                      />
+                    </Tooltip>
+                  }
+                >
+                  <Row gutter={[16, 8]} align="middle">
+                    <Col xs={24} sm={12} md={8} lg={6}>
+                      <Form.Item
+                        label={t("jobs.fields.dms.payer.name")}
+                        name={[field.name, "name"]}
+                        rules={[{ required: true }]}
+                      >
+                        <Select style={{ minWidth: "15rem" }} onSelect={(value) => handlePayerSelect(value, index)}>
+                          {bodyshop.cdk_configuration?.payers?.map((payer) => (
+                            <Select.Option key={payer.name}>{payer.name}</Select.Option>
+                          ))}
+                        </Select>
+                      </Form.Item>
+                    </Col>
+
+                    <Col xs={24} sm={12} md={8} lg={6}>
+                      <Form.Item
+                        label={t("jobs.fields.dms.payer.dms_acctnumber")}
+                        name={[field.name, "dms_acctnumber"]}
+                        rules={[{ required: true }]}
+                      >
+                        <Input disabled />
+                      </Form.Item>
+                    </Col>
+
+                    <Col xs={24} sm={12} md={8} lg={5}>
+                      <Form.Item
+                        label={t("jobs.fields.dms.payer.amount")}
+                        name={[field.name, "amount"]}
+                        rules={[{ required: true }]}
+                      >
+                        <CurrencyInput min={0} />
+                      </Form.Item>
+                    </Col>
+
+                    <Col xs={24} sm={12} md={10} lg={7}>
+                      <Form.Item
+                        label={
+                          <div>
+                            {t("jobs.fields.dms.payer.controlnumber")}{" "}
+                            <Dropdown
+                              trigger={["click"]}
+                              menu={{
+                                items:
+                                  bodyshop.cdk_configuration.controllist?.map((key, idx) => ({
+                                    key: idx,
+                                    label: key.name,
+                                    onClick: () => {
+                                      form.setFieldsValue({
+                                        payers: (form.getFieldValue("payers") || []).map((row, mapIndex) => {
+                                          if (index !== mapIndex) return row;
+                                          return { ...row, controlnumber: key.controlnumber };
+                                        })
+                                      });
+                                    }
+                                  })) ?? []
+                              }}
+                            >
+                              <a href="#" onClick={(e) => e.preventDefault()}>
+                                <DownOutlined />
+                              </a>
+                            </Dropdown>
+                          </div>
+                        }
+                        name={[field.name, "controlnumber"]}
+                        rules={[{ required: true }]}
+                      >
+                        <Input />
+                      </Form.Item>
+                    </Col>
+
+                    <Col xs={24}>
+                      <Form.Item shouldUpdate noStyle>
+                        {() => {
+                          const payers = form.getFieldValue("payers");
+                          const row = payers?.[index];
+                          const cdkPayer =
+                            bodyshop.cdk_configuration.payers &&
+                            bodyshop.cdk_configuration.payers.find((i) => i && row && i.name === row.name);
+                          if (i18n.exists(`jobs.fields.${cdkPayer?.control_type}`))
+                            return <div>{cdkPayer && t(`jobs.fields.${cdkPayer?.control_type}`)}</div>;
+                          else if (i18n.exists(`jobs.fields.dms.control_type.${cdkPayer?.control_type}`)) {
+                            return <div>{cdkPayer && t(`jobs.fields.dms.control_type.${cdkPayer?.control_type}`)}</div>;
+                          } else {
+                            return null;
+                          }
+                        }}
+                      </Form.Item>
+                    </Col>
+                  </Row>
+                </Card>
+              ))}
+              <Form.Item>
+                <Button
+                  disabled={!(fields.length < 3)}
+                  onClick={() => {
+                    if (fields.length < 3) add();
+                  }}
+                  style={{ width: "100%" }}
+                >
+                  {t("jobs.actions.dms.addpayer")}
+                </Button>
+              </Form.Item>
+            </div>
+          )}
+        </Form.List>
+
+        {/* Validation gates & summary */}
+        <Form.Item shouldUpdate>
+          {() => {
+            let totalAllocated = Dinero();
+            const payers = form.getFieldValue("payers") || [];
+            payers.forEach((payer) => {
+              totalAllocated = totalAllocated.add(Dinero({ amount: Math.round((payer?.amount || 0) * 100) }));
+            });
+
+            const discrep = totals ? totals.totalSale.subtract(totalAllocated) : Dinero();
+
+            // gate: must have payers filled + zero discrepancy when we have a summary
+            const payersOk =
+              payers.length > 0 &&
+              payers.every((p) => p?.name && p.dms_acctnumber && (p.amount ?? "") !== "" && p.controlnumber);
+            const nonRrDiscrepancyGate = socket?.allocationsSummary ? discrep.getAmount() !== 0 : true;
+            const disablePost = !payersOk || nonRrDiscrepancyGate;
+
+            return (
+              <Space size="large" wrap align="center">
+                <Statistic
+                  title={t("jobs.labels.subtotal")}
+                  value={(totals ? totals.totalSale : Dinero()).toFormat()}
+                />
+                <Typography.Title>-</Typography.Title>
+                <Statistic title={t("jobs.labels.dms.totalallocated")} value={totalAllocated.toFormat()} />
+                <Typography.Title>=</Typography.Title>
+                <Statistic
+                  title={t("jobs.labels.dms.notallocated")}
+                  valueStyle={{ color: discrep.getAmount() === 0 ? "green" : "red" }}
+                  value={discrep.toFormat()}
+                />
+                <Button disabled={disablePost} htmlType="submit">
+                  {t("jobs.actions.dms.post")}
+                </Button>
+              </Space>
+            );
+          }}
+        </Form.Item>
+      </Form>
+    </Card>
+  );
+}

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

@@ -1,396 +1,40 @@
-import { DeleteFilled, DownOutlined } from "@ant-design/icons";
-import {
-  Button,
-  Card,
-  Divider,
-  Dropdown,
-  Form,
-  Input,
-  InputNumber,
-  Select,
-  Space,
-  Statistic,
-  Switch,
-  Typography
-} from "antd";
-import Dinero from "dinero.js";
-import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
-import { determineDmsType } from "../../pages/dms/dms.container";
 import { selectBodyshop } from "../../redux/user/user.selectors";
-import i18n from "../../translations/i18n";
-import dayjs from "../../utils/day";
-import DmsCdkMakes from "../dms-cdk-makes/dms-cdk-makes.component";
-import DmsCdkMakesRefetch from "../dms-cdk-makes/dms-cdk-makes.refetch.component";
-import DateTimePicker from "../form-date-time-picker/form-date-time-picker.component.jsx";
-import CurrencyInput from "../form-items-formatted/currency-form-item.component";
-import LayoutFormRow from "../layout-form-row/layout-form-row.component";
+import { DMS_MAP } from "../../utils/dmsUtils";
+import RRPostForm from "./rr-dms-post-form";
+import CdkLikePostForm from "./cdklike-dms-post-form";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop
 });
-const mapDispatchToProps = () => ({
-  //setUserLanguage: language => dispatch(setUserLanguage(language))
-});
+const mapDispatchToProps = () => ({});
+
 export default connect(mapStateToProps, mapDispatchToProps)(DmsPostForm);
 
-export function DmsPostForm({ bodyshop, socket, job, logsRef }) {
-  const [form] = Form.useForm();
-  const { t } = useTranslation();
+/**
+ * DMS Post Form component that renders the appropriate post form
+ * @param mode
+ * @param bodyshop
+ * @param socket
+ * @param job
+ * @param logsRef
+ * @returns {JSX.Element|null}
+ * @constructor
+ */
+export function DmsPostForm({ mode, bodyshop, socket, job, logsRef }) {
+  switch (mode) {
+    case DMS_MAP.reynolds:
+      return <RRPostForm bodyshop={bodyshop} socket={socket} job={job} logsRef={logsRef} />;
 
-  const handlePayerSelect = (value, index) => {
-    form.setFieldsValue({
-      payers: form.getFieldValue("payers").map((payer, mapIndex) => {
-        if (index !== mapIndex) return payer;
-        const cdkPayer =
-          bodyshop.cdk_configuration.payers && bodyshop.cdk_configuration.payers.find((i) => i.name === value);
+    // CDK (legacy /ws), Fortellis (CDK-over-WSS), and PBS share the same UI;
+    // we pass mode down so the child can choose the correct event name.
+    case DMS_MAP.fortellis:
+    case DMS_MAP.cdk:
+    case DMS_MAP.pbs:
+      return <CdkLikePostForm mode={mode} bodyshop={bodyshop} socket={socket} job={job} logsRef={logsRef} />;
 
-        if (!cdkPayer) return payer;
-
-        return {
-          ...cdkPayer,
-          dms_acctnumber: cdkPayer.dms_acctnumber,
-          controlnumber: job && job[cdkPayer.control_type]
-        };
-      })
-    });
-  };
-
-  const handleFinish = (values) => {
-    socket.emit(`${determineDmsType(bodyshop)}-export-job`, {
-      jobid: job.id,
-      txEnvelope: values
-    });
-    console.log(logsRef);
-    if (logsRef) {
-      console.log("executing", logsRef);
-      logsRef.curent &&
-        logsRef.current.scrollIntoView({
-          behavior: "smooth"
-        });
-    }
-  };
-
-  return (
-    <Card title={t("jobs.labels.dms.postingform")}>
-      <Form
-        form={form}
-        layout="vertical"
-        onFinish={handleFinish}
-        initialValues={{
-          story: `${t("jobs.labels.dms.defaultstory", {
-            ro_number: job.ro_number,
-            ownr_nm: `${job.ownr_fn || ""} ${job.ownr_ln || ""} ${job.ownr_co_nm || ""}`.trim(),
-            ins_co_nm: job.ins_co_nm || "N/A",
-            clm_po: `${job.clm_no ? `${job.clm_no} ` : ""}${job.po_number || ""}`
-          }).trim()}.${
-            job.area_of_damage && job.area_of_damage.impact1
-              ? " " +
-                t("jobs.labels.dms.damageto", {
-                  area_of_damage: (job.area_of_damage && job.area_of_damage.impact1.padStart(2, "0")) || "UNKNOWN"
-                })
-              : ""
-          }`.slice(0, 239),
-          inservicedate: dayjs(
-            `${(job.v_model_yr && (job.v_model_yr < 100 ? (job.v_model_yr >= (dayjs().year() + 1) % 100 ? 1900 + parseInt(job.v_model_yr) : 2000 + parseInt(job.v_model_yr)) : job.v_model_yr)) || 2019}-01-01`
-          )
-        }}
-      >
-        <LayoutFormRow grow>
-          <Form.Item
-            name="journal"
-            label={t("jobs.fields.dms.journal")}
-            initialValue={bodyshop.cdk_configuration && bodyshop.cdk_configuration.default_journal}
-            rules={[
-              {
-                required: true
-                //message: t("general.validation.required"),
-              }
-            ]}
-          >
-            <Input />
-          </Form.Item>
-          <Form.Item
-            name="kmin"
-            label={t("jobs.fields.kmin")}
-            initialValue={job && job.kmin}
-            rules={[
-              {
-                required: true
-                //message: t("general.validation.required"),
-              }
-            ]}
-          >
-            <InputNumber disabled />
-          </Form.Item>
-          <Form.Item
-            name="kmout"
-            label={t("jobs.fields.kmout")}
-            initialValue={job && job.kmout}
-            rules={[
-              {
-                required: true
-                //message: t("general.validation.required"),
-              }
-            ]}
-          >
-            <InputNumber disabled />
-          </Form.Item>
-        </LayoutFormRow>
-
-        {bodyshop.cdk_dealerid && (
-          <div>
-            <LayoutFormRow style={{ justifyContent: "center" }} grow>
-              <Form.Item
-                name="dms_make"
-                label={t("jobs.fields.dms.dms_make")}
-                rules={[
-                  {
-                    required: true
-                  }
-                ]}
-              >
-                <Input disabled />
-              </Form.Item>
-              <Form.Item
-                name="dms_model"
-                label={t("jobs.fields.dms.dms_model")}
-                rules={[
-                  {
-                    required: true
-                  }
-                ]}
-              >
-                <Input disabled />
-              </Form.Item>
-              <Form.Item name="inservicedate" label={t("jobs.fields.dms.inservicedate")}>
-                <DateTimePicker isDateOnly />
-              </Form.Item>
-            </LayoutFormRow>
-            <Space>
-              <DmsCdkMakes form={form} socket={socket} job={job} />
-              <DmsCdkMakesRefetch />
-              <Form.Item name="dms_unsold" label={t("jobs.fields.dms.dms_unsold")} initialValue={false}>
-                <Switch />
-              </Form.Item>
-              <Form.Item name="dms_model_override" label={t("jobs.fields.dms.dms_model_override")} initialValue={false}>
-                <Switch />
-              </Form.Item>
-            </Space>
-          </div>
-        )}
-        <Form.Item
-          name="story"
-          label={t("jobs.fields.dms.story")}
-          rules={[
-            {
-              required: true
-            }
-          ]}
-        >
-          <Input.TextArea maxLength={240} />
-        </Form.Item>
-
-        <Divider />
-        <Space size="large" wrap align="center">
-          <Statistic
-            title={t("jobs.fields.ded_amt")}
-            value={Dinero(job.job_totals.totals.custPayable.deductible).toFormat()}
-          />
-          <Statistic
-            title={t("jobs.labels.total_cust_payable")}
-            value={Dinero(job.job_totals.totals.custPayable.total).toFormat()}
-          />
-          <Statistic
-            title={t("jobs.labels.net_repairs")}
-            value={Dinero(job.job_totals.totals.net_repairs).toFormat()}
-          />
-        </Space>
-        <Form.List name={["payers"]}>
-          {(fields, { add, remove }) => {
-            return (
-              <div>
-                {fields.map((field, index) => (
-                  <Form.Item key={field.key}>
-                    <Space wrap>
-                      <Form.Item
-                        label={t("jobs.fields.dms.payer.name")}
-                        key={`${index}name`}
-                        name={[field.name, "name"]}
-                        rules={[
-                          {
-                            required: true
-                          }
-                        ]}
-                      >
-                        <Select style={{ minWidth: "15rem" }} onSelect={(value) => handlePayerSelect(value, index)}>
-                          {bodyshop.cdk_configuration &&
-                            bodyshop.cdk_configuration.payers &&
-                            bodyshop.cdk_configuration.payers.map((payer) => (
-                              <Select.Option key={payer.name}>{payer.name}</Select.Option>
-                            ))}
-                        </Select>
-                      </Form.Item>
-
-                      <Form.Item
-                        label={t("jobs.fields.dms.payer.dms_acctnumber")}
-                        key={`${index}dms_acctnumber`}
-                        name={[field.name, "dms_acctnumber"]}
-                        rules={[
-                          {
-                            required: true
-                          }
-                        ]}
-                      >
-                        <Input disabled />
-                      </Form.Item>
-
-                      <Form.Item
-                        label={t("jobs.fields.dms.payer.amount")}
-                        key={`${index}amount`}
-                        name={[field.name, "amount"]}
-                        rules={[
-                          {
-                            required: true
-                          }
-                        ]}
-                      >
-                        <CurrencyInput min={0} />
-                      </Form.Item>
-
-                      <Form.Item
-                        label={
-                          <div>
-                            {t("jobs.fields.dms.payer.controlnumber")}{" "}
-                            <Dropdown
-                              menu={{
-                                items: bodyshop.cdk_configuration.controllist?.map((key, idx) => ({
-                                  key: idx,
-                                  label: key.name,
-                                  onClick: () => {
-                                    form.setFieldsValue({
-                                      payers: form.getFieldValue("payers").map((row, mapIndex) => {
-                                        if (index !== mapIndex) return row;
-                                        return {
-                                          ...row,
-                                          controlnumber: key.controlnumber
-                                        };
-                                      })
-                                    });
-                                  }
-                                }))
-                              }}
-                            >
-                              <a href=" #" onClick={(e) => e.preventDefault()}>
-                                <DownOutlined />
-                              </a>
-                            </Dropdown>
-                          </div>
-                        }
-                        key={`${index}controlnumber`}
-                        name={[field.name, "controlnumber"]}
-                        rules={[
-                          {
-                            required: true
-                          }
-                        ]}
-                      >
-                        <Input />
-                      </Form.Item>
-
-                      <Form.Item shouldUpdate>
-                        {() => {
-                          const payers = form.getFieldValue("payers");
-
-                          const row = payers && payers[index];
-
-                          const cdkPayer =
-                            bodyshop.cdk_configuration.payers &&
-                            bodyshop.cdk_configuration.payers.find((i) => i && row && i.name === row.name);
-                          if (i18n.exists(`jobs.fields.${cdkPayer?.control_type}`))
-                            return <div>{cdkPayer && t(`jobs.fields.${cdkPayer?.control_type}`)}</div>;
-                          else if (i18n.exists(`jobs.fields.dms.control_type.${cdkPayer?.control_type}`)) {
-                            return <div>{cdkPayer && t(`jobs.fields.dms.control_type.${cdkPayer?.control_type}`)}</div>;
-                          } else {
-                            return null;
-                          }
-                        }}
-                      </Form.Item>
-
-                      <DeleteFilled
-                        onClick={() => {
-                          remove(field.name);
-                        }}
-                      />
-                    </Space>
-                  </Form.Item>
-                ))}
-                <Form.Item>
-                  <Button
-                    disabled={!(fields.length < 3)}
-                    onClick={() => {
-                      if (fields.length < 3) add();
-                    }}
-                    style={{ width: "100%" }}
-                  >
-                    {t("jobs.actions.dms.addpayer")}
-                  </Button>
-                </Form.Item>
-              </div>
-            );
-          }}
-        </Form.List>
-        <Form.Item shouldUpdate>
-          {() => {
-            //Perform Calculation to determine discrepancy.
-            let totalAllocated = Dinero();
-
-            const payers = form.getFieldValue("payers");
-            payers &&
-              payers.forEach((payer) => {
-                totalAllocated = totalAllocated.add(Dinero({ amount: Math.round((payer?.amount || 0) * 100) }));
-              });
-
-            const totals =
-              socket.allocationsSummary &&
-              socket.allocationsSummary.reduce(
-                (acc, val) => {
-                  return {
-                    totalSale: acc.totalSale.add(Dinero(val.sale)),
-                    totalCost: acc.totalCost.add(Dinero(val.cost))
-                  };
-                },
-                {
-                  totalSale: Dinero(),
-                  totalCost: Dinero()
-                }
-              );
-            const discrep = totals ? totals.totalSale.subtract(totalAllocated) : Dinero();
-            return (
-              <Space size="large" wrap align="center">
-                <Statistic
-                  title={t("jobs.labels.subtotal")}
-                  value={(totals ? totals.totalSale : Dinero()).toFormat()}
-                />
-                <Typography.Title>-</Typography.Title>
-                <Statistic title={t("jobs.labels.dms.totalallocated")} value={totalAllocated.toFormat()} />
-                <Typography.Title>=</Typography.Title>
-                <Statistic
-                  title={t("jobs.labels.dms.notallocated")}
-                  valueStyle={{
-                    color: discrep.getAmount() === 0 ? "green" : "red"
-                  }}
-                  value={discrep.toFormat()}
-                />
-                <Button disabled={!socket.allocationsSummary || discrep.getAmount() !== 0} htmlType="submit">
-                  {t("jobs.actions.dms.post")}
-                </Button>
-              </Space>
-            );
-          }}
-        </Form.Item>
-      </Form>
-    </Card>
-  );
+    default:
+      return null;
+  }
 }

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

@@ -0,0 +1,242 @@
+import { ReloadOutlined } from "@ant-design/icons";
+import {
+  Button,
+  Card,
+  Col,
+  Divider,
+  Form,
+  Input,
+  InputNumber,
+  Row,
+  Select,
+  Space,
+  Statistic,
+  Tooltip,
+  Typography
+} from "antd";
+import Dinero from "dinero.js";
+import { useTranslation } from "react-i18next";
+import { useEffect, useMemo, useState } from "react";
+import dayjs from "../../utils/day";
+
+/**
+ * RR DMS Post Form component
+ * Submit: "rr-export-job"
+ * @param bodyshop
+ * @param socket
+ * @param job
+ * @param logsRef
+ * @returns {JSX.Element}
+ * @constructor
+ */
+export default function RRPostForm({ bodyshop, socket, job, logsRef }) {
+  const [form] = Form.useForm();
+  const { t } = useTranslation();
+
+  // Advisors
+  const [advisors, setAdvisors] = useState([]);
+  const [advLoading, setAdvLoading] = useState(false);
+
+  const getAdvisorNumber = (a) => a?.advisorId;
+
+  const getAdvisorLabel = (a) => `${a?.firstName || ""} ${a?.lastName || ""}`.trim();
+
+  const fetchRrAdvisors = (refresh = false) => {
+    if (!socket) return;
+    setAdvLoading(true);
+
+    const onResult = (payload) => {
+      try {
+        const list = payload?.result ?? payload ?? [];
+        setAdvisors(Array.isArray(list) ? list : []);
+      } finally {
+        setAdvLoading(false);
+        socket.off("rr-get-advisors:result", onResult);
+      }
+    };
+
+    socket.once("rr-get-advisors:result", onResult);
+    socket.emit("rr-get-advisors", { departmentType: "B", refresh }, (ack) => {
+      if (ack?.ok) {
+        const list = ack.result ?? [];
+        setAdvisors(Array.isArray(list) ? list : []);
+      } else if (ack) {
+        console.error("Something went wrong fetching DMS Advisors");
+      }
+      setAdvLoading(false);
+      socket.off("rr-get-advisors:result", onResult);
+    });
+  };
+
+  useEffect(() => {
+    fetchRrAdvisors(false);
+  }, [bodyshop?.id, socket]);
+
+  const initialValues = useMemo(
+    () => ({
+      story: `${t("jobs.labels.dms.defaultstory", {
+        ro_number: job.ro_number,
+        ownr_nm: `${job.ownr_fn || ""} ${job.ownr_ln || ""} ${job.ownr_co_nm || ""}`.trim(),
+        ins_co_nm: job.ins_co_nm || "N/A",
+        clm_po: `${job.clm_no ? `${job.clm_no} ` : ""}${job.po_number || ""}`
+      }).trim()}.${
+        job.area_of_damage?.impact1
+          ? " " +
+            t("jobs.labels.dms.damageto", {
+              area_of_damage: (job.area_of_damage && job.area_of_damage.impact1.padStart(2, "0")) || "UNKNOWN"
+            })
+          : ""
+      }`.slice(0, 239),
+      inservicedate: dayjs(
+        `${
+          (job.v_model_yr &&
+            (job.v_model_yr < 100
+              ? job.v_model_yr >= (dayjs().year() + 1) % 100
+                ? 1900 + parseInt(job.v_model_yr, 10)
+                : 2000 + parseInt(job.v_model_yr, 10)
+              : job.v_model_yr)) ||
+          2019
+        }-01-01`
+      )
+    }),
+    [job, t]
+  );
+
+  const handleFinish = (values) => {
+    if (!socket) return;
+    socket.emit("rr-export-job", {
+      bodyshopId: bodyshop?.id,
+      jobId: job.id,
+      job,
+      txEnvelope: values
+    });
+    logsRef?.current?.scrollIntoView({ behavior: "smooth" });
+  };
+
+  // Discrepancy is ignored for RR; we still show totals for operator context
+  const totals = socket?.allocationsSummary
+    ? socket.allocationsSummary.reduce(
+        (acc, val) => ({
+          totalSale: acc.totalSale.add(Dinero(val.sale)),
+          totalCost: acc.totalCost.add(Dinero(val.cost))
+        }),
+        { totalSale: Dinero(), totalCost: Dinero() }
+      )
+    : { totalSale: Dinero(), totalCost: Dinero() };
+
+  return (
+    <Card title={t("jobs.labels.dms.postingform")}>
+      <Form
+        form={form}
+        layout="vertical"
+        onFinish={handleFinish}
+        style={{ width: "100%" }}
+        initialValues={initialValues}
+      >
+        <Row gutter={[16, 12]} align="bottom">
+          {/* Advisor + inline Refresh */}
+          <Col xs={24} sm={24} md={12} lg={8}>
+            <Form.Item label={t("jobs.fields.dms.advisor")} required>
+              <Space.Compact block>
+                <Form.Item
+                  name="advisorNo"
+                  noStyle
+                  rules={[{ required: true, message: t("general.validation.required") }]}
+                >
+                  <Select
+                    style={{ flex: 1 }}
+                    loading={advLoading}
+                    allowClear
+                    placeholder={t("general.actions.select", "Select...")}
+                    popupMatchSelectWidth
+                    options={advisors
+                      .map((a) => {
+                        const value = getAdvisorNumber(a);
+                        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")}
+                  />
+                </Form.Item>
+                <Tooltip title={t("general.actions.refresh")}>
+                  <Button
+                    aria-label={t("general.actions.refresh")}
+                    icon={<ReloadOutlined />}
+                    onClick={() => fetchRrAdvisors(true)}
+                    loading={advLoading}
+                  />
+                </Tooltip>
+              </Space.Compact>
+            </Form.Item>
+          </Col>
+
+          {/* Make Override */}
+          <Col xs={24} sm={12} md={12} lg={8}>
+            <Form.Item name="makeOverride" label={t("jobs.fields.dms.make_override")}>
+              <Input allowClear placeholder={t("general.actions.optional")} />
+            </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 }]}>
+              <InputNumber style={{ width: "100%" }} disabled />
+            </Form.Item>
+          </Col>
+
+          <Col xs={12} sm={8} md={6} lg={4}>
+            <Form.Item
+              name="kmout"
+              label={t("jobs.fields.kmout")}
+              initialValue={job?.kmout}
+              rules={[{ required: true }]}
+            >
+              <InputNumber style={{ width: "100%" }} disabled />
+            </Form.Item>
+          </Col>
+        </Row>
+
+        <Row gutter={[16, 12]}>
+          <Col span={24}>
+            <Form.Item name="story" label={t("jobs.fields.dms.story")} rules={[{ required: true }]}>
+              <Input.TextArea maxLength={240} />
+            </Form.Item>
+          </Col>
+        </Row>
+
+        <Divider />
+
+        <Space size="large" wrap align="center" style={{ marginBottom: 16 }}>
+          <Statistic
+            title={t("jobs.fields.ded_amt")}
+            value={Dinero(job.job_totals.totals.custPayable.deductible).toFormat()}
+          />
+          <Statistic
+            title={t("jobs.labels.total_cust_payable")}
+            value={Dinero(job.job_totals.totals.custPayable.total).toFormat()}
+          />
+          <Statistic
+            title={t("jobs.labels.net_repairs")}
+            value={Dinero(job.job_totals.totals.net_repairs).toFormat()}
+          />
+        </Space>
+
+        {/* Validation  */}
+        <Form.Item shouldUpdate>
+          {() => {
+            const advisorOk = !!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">
+                  {t("jobs.actions.dms.post")}
+                </Button>
+              </Space>
+            );
+          }}
+        </Form.Item>
+      </Form>
+    </Card>
+  );
+}

client/src/components/email-documents/email-documents.component.jsx

@@ -67,6 +67,7 @@ export function EmailDocumentsComponent({ emailConfig, form, selectedMediaState,
             <JobsDocumentsLocalGalleryExternalComponent
               externalMediaState={[selectedMedia, setSelectedMedia]}
               jobId={emailConfig.jobid}
+              context="email"
             />
           )}
         </>
@@ -82,6 +83,7 @@ export function EmailDocumentsComponent({ emailConfig, form, selectedMediaState,
             <JobsDocumentsLocalGalleryExternalComponent
               externalMediaState={[selectedMedia, setSelectedMedia]}
               jobId={emailConfig.jobid}
+              context="email"
             />
           )}
         </>

client/src/components/header/buildAccountingChildren.jsx

@@ -141,7 +141,7 @@ const buildAccountingChildren = ({
           </Link>
         )
       },
-      ...(!((bodyshop && bodyshop.cdk_dealerid) || (bodyshop && bodyshop.pbs_serialnumber)) || DmsAp.treatment === "on"
+      ...(!(bodyshop?.cdk_dealerid || bodyshop?.pbs_serialnumber || bodyshop?.rr_dealerid) || DmsAp.treatment === "on"
         ? [
             {
               key: "payables",
@@ -156,7 +156,7 @@ const buildAccountingChildren = ({
             }
           ]
         : []),
-      ...(!((bodyshop && bodyshop.cdk_dealerid) || (bodyshop && bodyshop.pbs_serialnumber))
+      ...(!(bodyshop?.cdk_dealerid || bodyshop?.pbs_serialnumber || bodyshop?.rr_dealerid) || DmsAp.treatment === "on"
         ? [
             {
               key: "payments",

client/src/components/jobs-close-auto-allocate/jobs-close-auto-allocate.component.jsx

@@ -6,6 +6,7 @@ import { createStructuredSelector } from "reselect";
 import { logImEXEvent } from "../../firebase/firebase.utils";
 import { selectBodyshop } from "../../redux/user/user.selectors";
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop
@@ -14,6 +15,8 @@ const mapStateToProps = createStructuredSelector({
 export function JobsCloseAutoAllocate({ bodyshop, joblines, form, disabled }) {
   const { t } = useTranslation();
 
+  const hasDmsKey = bodyshopHasDmsKey(bodyshop);
+
   const handleAllocate = (defaults) => {
     form.setFieldsValue({
       joblines: joblines.map((jl) => {
@@ -64,21 +67,20 @@ export function JobsCloseAutoAllocate({ bodyshop, joblines, form, disabled }) {
     handleAllocate(bodyshop.md_responsibility_centers.dms_defaults.find((x) => x.name === key));
   };
 
-  const menu =
-    bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber
-      ? {
-          items: bodyshop.md_responsibility_centers.dms_defaults.map((mapping) => ({
-            key: mapping.name,
-            label: mapping.name,
-            disabled: disabled
-          })),
-          onClick: handleMenuClick
-        }
-      : {
-          items: []
-        };
+  const menu = hasDmsKey
+    ? {
+        items: bodyshop.md_responsibility_centers.dms_defaults.map((mapping) => ({
+          key: mapping.name,
+          label: mapping.name,
+          disabled: disabled
+        })),
+        onClick: handleMenuClick
+      }
+    : {
+        items: []
+      };
 
-  return bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber ? (
+  return hasDmsKey ? (
     <Dropdown menu={menu}>
       <Button disabled={disabled}>{t("jobs.actions.dmsautoallocate")}</Button>
     </Dropdown>

client/src/components/jobs-close-export-button/jobs-close-export-button.component.jsx

@@ -10,6 +10,7 @@ import { auth, logImEXEvent } from "../../firebase/firebase.utils";
 import { INSERT_EXPORT_LOG } from "../../graphql/accounting.queries";
 import { UPDATE_JOB } from "../../graphql/jobs.queries";
 import { insertAuditTrail } from "../../redux/application/application.actions";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 import { selectBodyshop, selectCurrentUser } from "../../redux/user/user.selectors";
 import AuditTrailMapping from "../../utils/AuditTrailMappings";
 import client from "../../utils/GraphQLClient";
@@ -45,7 +46,7 @@ export function JobsCloseExportButton({ bodyshop, currentUser, jobId, disabled,
 
   const handleQbxml = async () => {
     //Check if it's a CDK setup.
-    if (bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) {
+    if (bodyshopHasDmsKey(bodyshop)) {
       history(`/manage/dms?jobId=${jobId}`);
       return;
     }

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

@@ -29,6 +29,7 @@ import ProductionListColumnProductionNote from "../production-list-columns/produ
 import VehicleVinDisplay from "../vehicle-vin-display/vehicle-vin-display.component";
 import "./jobs-detail-header.styles.scss";
 import getPartsBasePath from "../../utils/getPartsBasePath.js";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   jobRO: selectJobReadOnly,
@@ -77,6 +78,8 @@ export function JobsDetailHeader({ job, bodyshop, disabled, insertAuditTrail, is
     .reduce((acc, val) => acc + val.mod_lb_hrs, 0);
   const ownerTitle = OwnerNameDisplayFunction(job).trim();
 
+  const employeeData = bodyshop.associations.find((a) => a.useremail === job.admin_clerk)?.user?.employee ?? null;
+
   // Handle checkbox changes
   const handleCheckboxChange = async (field, checked) => {
     const value = checked ? dayjs().toISOString() : null;
@@ -162,7 +165,7 @@ export function JobsDetailHeader({ job, bodyshop, disabled, insertAuditTrail, is
                       {job.cccontracts.map((c, index) => (
                         <Space key={c.id} wrap>
                           <Link to={`/manage/courtesycars/contracts/${c.id}`}>
-                            {`${c.agreementnumber} - ${c.courtesycar.fleetnumber} ${c.courtesycar.year} ${c.courtesycar.make} ${c.courtesycar.model}`}
+                            {`${c.agreementnumber} - ${c.courtesycar.fleetnumber} ${c.courtesycar.year} ${c.courtesycar.make} ${c.courtesycar.model} ${c.courtesycar.plate} - ${t(c.status)}`}
                             {index !== job.cccontracts.length - 1 ? "," : null}
                           </Link>
                         </Space>
@@ -307,7 +310,7 @@ export function JobsDetailHeader({ job, bodyshop, disabled, insertAuditTrail, is
               </DataLabel>
               <DataLabel key="4" label={t("vehicles.fields.v_vin")}>
                 <VehicleVinDisplay>{`${job.v_vin || t("general.labels.na")}`}</VehicleVinDisplay>
-                {bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid ? (
+                {bodyshopHasDmsKey(bodyshop) ? (
                   job.v_vin?.length !== 17 ? (
                     <WarningFilled style={{ color: "tomato", marginLeft: ".3rem" }} />
                   ) : null
@@ -355,6 +358,14 @@ export function JobsDetailHeader({ job, bodyshop, disabled, insertAuditTrail, is
             >
               <div>
                 <JobEmployeeAssignments job={job} />
+                {job.admin_clerk && (
+                  <>
+                    <Divider style={{ margin: ".5rem" }} />
+                    <DataLabel label={t("jobs.fields.admin_clerk")}>
+                      {employeeData?.displayName ?? job.admin_clerk}
+                    </DataLabel>
+                  </>
+                )}
                 <Divider style={{ margin: ".5rem" }} />
                 <DataLabel label={t("jobs.labels.labor_hrs")}>
                   {bodyHrs.toFixed(1)} / {refinishHrs.toFixed(1)} / {(bodyHrs + refinishHrs).toFixed(1)}

client/src/components/jobs-documents-local-gallery/jobs-documents-local-gallery.external.component.jsx

@@ -1,11 +1,12 @@
-import { useEffect } from "react";
-import { Gallery } from "react-grid-gallery";
+import { useEffect, useMemo, useState, useCallback } from "react";
+import LocalMediaGrid from "./local-media-grid.component";
 import { useTranslation } from "react-i18next";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
 import { getJobMedia } from "../../redux/media/media.actions";
 import { selectAllMedia } from "../../redux/media/media.selectors";
 import { selectBodyshop } from "../../redux/user/user.selectors";
+import LoadingSpinner from "../loading-spinner/loading-spinner.component";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -18,41 +19,127 @@ const mapDispatchToProps = (dispatch) => ({
 
 export default connect(mapStateToProps, mapDispatchToProps)(JobDocumentsLocalGalleryExternal);
 
-function JobDocumentsLocalGalleryExternal({ jobId, externalMediaState, getJobMedia, allMedia }) {
+/**
+ * JobDocumentsLocalGalleryExternal
+ * Fetches and displays job-related image media using the custom LocalMediaGrid.
+ *
+ * Props:
+ *  - jobId: string | number (required to fetch media)
+ *  - externalMediaState: [imagesArray, setImagesFn] (state lifted to parent for shared selection)
+ *  - getJobMedia: dispatching function to retrieve media for a job
+ *  - allMedia: redux slice keyed by jobId containing raw media records
+ *  - context: "chat" | "email" | other string used to drive grid behavior
+ *
+ * Notes:
+ *  - The previous third-party gallery required a remount key (openVersion); custom grid no longer does.
+ *  - Selection flags are preserved when media refreshes.
+ *  - Loading state ends after transformation regardless of whether any images were found.
+ */
+function JobDocumentsLocalGalleryExternal({ jobId, externalMediaState, getJobMedia, allMedia, context = "chat" }) {
   const [galleryImages, setgalleryImages] = externalMediaState;
-  const { t } = useTranslation();
+  const [isLoading, setIsLoading] = useState(false);
+  const { t } = useTranslation(); // i18n hook retained if future translations are added
+  const DEBUG_LOCAL_GALLERY = false; // flip to true for verbose console logging
 
+  // Transform raw media record into a normalized image object consumed by the grid.
+  const transformMediaToImages = useCallback((raw) => {
+    return raw
+      .filter((m) => m.type?.mime?.startsWith("image"))
+      .map((m) => ({
+        ...m,
+        src: m.thumbnail,
+        thumbnail: m.thumbnail,
+        fullsize: m.src,
+        width: 225,
+        height: 225,
+        thumbnailWidth: 225,
+        thumbnailHeight: 225,
+        caption: m.filename || m.key
+      }));
+  }, []);
+
+  // Fetch media when jobId changes (network request triggers Redux update -> documents memo recalculates).
   useEffect(() => {
-    if (jobId) {
-      getJobMedia(jobId);
-    }
+    if (!jobId) return;
+    setIsLoading(true);
+    getJobMedia(jobId);
   }, [jobId, getJobMedia]);
 
-  useEffect(() => {
-    let documents = allMedia?.[jobId]
-      ? allMedia[jobId].reduce((acc, val) => {
-          if (val.type?.mime && val.type.mime.startsWith("image")) {
-            acc.push({ ...val, src: val.thumbnail, fullsize: val.src });
-          }
-          return acc;
-        }, [])
-      : [];
-    console.log(
-      "🚀 ~ file: jobs-documents-local-gallery.external.component.jsx:48 ~ useEffect ~ documents:",
-      documents
-    );
+  // Memo: transform raw redux media into gallery documents.
+  const documents = useMemo(
+    () => transformMediaToImages(allMedia?.[jobId] || []),
+    [allMedia, jobId, transformMediaToImages]
+  );
 
-    setgalleryImages(documents);
-  }, [allMedia, jobId, setgalleryImages, t]);
+  // Sync transformed documents into external state while preserving selection flags.
+  useEffect(() => {
+    const prevSelection = new Map(galleryImages.map((p) => [p.filename, p.isSelected]));
+    const nextImages = documents.map((d) => ({ ...d, isSelected: prevSelection.get(d.filename) || false }));
+    // Micro-optimization: if array length and each filename + selection flag match, skip creating a new array.
+    if (galleryImages.length === nextImages.length) {
+      let identical = true;
+      for (let i = 0; i < nextImages.length; i++) {
+        if (
+          galleryImages[i].filename !== nextImages[i].filename ||
+          galleryImages[i].isSelected !== nextImages[i].isSelected
+        ) {
+          identical = false;
+          break;
+        }
+      }
+      if (identical) {
+        setIsLoading(false); // ensure loading stops even on no-change
+        if (DEBUG_LOCAL_GALLERY) {
+          console.log("[LocalGallery] documents unchanged", { jobId, count: documents.length });
+        }
+        return;
+      }
+    }
+    setgalleryImages(nextImages);
+    setIsLoading(false); // stop loading after transform regardless of emptiness
+    if (DEBUG_LOCAL_GALLERY) {
+      console.log("[LocalGallery] documents transformed", { jobId, count: documents.length });
+    }
+  }, [documents, setgalleryImages, galleryImages, jobId, DEBUG_LOCAL_GALLERY]);
+
+  // Toggle handler (stable reference)
+  const handleToggle = useCallback(
+    (idx) => {
+      setgalleryImages((imgs) => imgs.map((g, gIdx) => (gIdx === idx ? { ...g, isSelected: !g.isSelected } : g)));
+    },
+    [setgalleryImages]
+  );
+
+  const messageStyle = { textAlign: "center", padding: "1rem" }; // retained for potential future states
+
+  if (!jobId) {
+    return (
+      <div aria-label="media gallery unavailable" style={{ position: "relative", minHeight: 80 }}>
+        <div style={messageStyle}>No job selected.</div>
+      </div>
+    );
+  }
 
   return (
-    <div className="clearfix">
-      <Gallery
-        images={galleryImages}
-        onSelect={(index) => {
-          setgalleryImages(galleryImages.map((g, idx) => (index === idx ? { ...g, isSelected: !g.isSelected } : g)));
-        }}
-      />
+    <div
+      className="clearfix"
+      style={{ position: "relative", minHeight: 80 }}
+      data-jobid={jobId}
+      aria-label={`media gallery for job ${jobId}`}
+    >
+      {isLoading && galleryImages.length === 0 && (
+        <div className="local-gallery-loading" style={messageStyle} role="status" aria-live="polite">
+          <LoadingSpinner />
+        </div>
+      )}
+      {galleryImages.length > 0 && (
+        <LocalMediaGrid images={galleryImages} minColumns={4} context={context} onToggle={handleToggle} />
+      )}
+      {galleryImages.length > 0 && (
+        <div style={{ fontSize: 10, color: "#888", marginTop: 4 }} aria-live="off">
+          {`${t("general.labels.media")}: ${galleryImages.length}`}
+        </div>
+      )}
     </div>
   );
 }

client/src/components/jobs-documents-local-gallery/local-media-grid.component.jsx

@@ -0,0 +1,207 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+
+/**
+ * LocalMediaGrid
+ * Lightweight replacement for react-grid-gallery inside the chat popover.
+ * Props:
+ *  - images: Array<{ src, fullsize, filename?, isSelected? }>
+ *  - onToggle(index)
+ */
+export function LocalMediaGrid({
+  images,
+  onToggle,
+  thumbSize = 100,
+  gap = 8,
+  minColumns = 3,
+  maxColumns = 12,
+  context = "default"
+}) {
+  const containerRef = useRef(null);
+  const [cols, setCols] = useState(() => {
+    // Pre-calc initial columns to stabilize layout before images render
+    const count = images.length;
+    if (count === 0) return minColumns; // reserve minimal structure
+    if (count === 1 && context === "chat") return 1;
+    return Math.min(maxColumns, Math.max(minColumns, count));
+  });
+  const [justifyMode, setJustifyMode] = useState("start");
+  const [distributeExtra, setDistributeExtra] = useState(false);
+  const [loadedMap, setLoadedMap] = useState(() => new Map()); // filename -> boolean loaded
+
+  const handleImageLoad = useCallback((key) => {
+    setLoadedMap((prev) => {
+      if (prev.get(key)) return prev; // already loaded
+      const next = new Map(prev);
+      next.set(key, true);
+      return next;
+    });
+  }, []);
+
+  // Dynamically compute columns for all contexts to avoid auto-fit stretching gaps in email overlay
+  useEffect(() => {
+    const el = containerRef.current;
+    if (!el) return;
+    const compute = () => {
+      // For non-chat (email / default) we rely on CSS auto-fill; only chat needs explicit column calc & distribution logic.
+      if (context !== "chat") {
+        setCols(images.length || 0); // retain count for ARIA semantics; not used for template when non-chat.
+        setDistributeExtra(false);
+        return;
+      }
+      const width = el.clientWidth;
+      if (!width) return;
+      const perCol = thumbSize + gap; // track + gap space
+      const fitCols = Math.max(1, Math.floor((width + gap) / perCol));
+      // base desired columns: up to how many images we have and how many fit
+      let finalCols = Math.min(images.length || 1, fitCols, maxColumns);
+      // enforce minimum columns to reserve layout skeleton (except when fewer images)
+      if (finalCols < minColumns && images.length >= minColumns) {
+        finalCols = Math.min(fitCols, minColumns);
+      }
+      // chat-specific clamp
+      if (context === "chat") {
+        finalCols = Math.min(finalCols, 4);
+      }
+      if (finalCols < 1) finalCols = 1;
+      setCols(finalCols);
+      setJustifyMode("start");
+
+      // Determine if there is leftover horizontal space that can't fit another column.
+      // Only distribute when we're at the maximum allowed columns for the context and images exceed or meet that count.
+      const contextMax = context === "chat" ? 4 : maxColumns;
+      const baseWidthNeeded = finalCols * thumbSize + (finalCols - 1) * gap;
+      const leftover = width - baseWidthNeeded;
+      const atMaxColumns = finalCols === contextMax && images.length >= finalCols;
+      // leftover must be positive but less than space needed for an additional column (perCol)
+      if (atMaxColumns && leftover > 0 && leftover < perCol) {
+        setDistributeExtra(true);
+      } else {
+        setDistributeExtra(false);
+      }
+    };
+    compute();
+    const ro = new ResizeObserver(() => compute());
+    ro.observe(el);
+    return () => ro.disconnect();
+  }, [images.length, thumbSize, gap, minColumns, maxColumns, context]);
+
+  const gridTemplateColumns = useMemo(() => {
+    if (context === "chat") {
+      if (distributeExtra) {
+        return `repeat(${cols}, minmax(${thumbSize}px, 1fr))`;
+      }
+      return `repeat(${cols}, ${thumbSize}px)`;
+    }
+    // Non-chat contexts: allow browser to auto-fill columns; fixed min (thumbSize) ensures squares; tracks expand to distribute remaining space.
+    return `repeat(auto-fill, minmax(${thumbSize}px, 1fr))`;
+  }, [cols, thumbSize, distributeExtra, context]);
+  const stableWidth = undefined; // no fixed width
+
+  const handleKeyDown = useCallback(
+    (e, idx) => {
+      if (e.key === "Enter" || e.key === " ") {
+        e.preventDefault();
+        onToggle(idx);
+      }
+    },
+    [onToggle]
+  );
+
+  return (
+    <div
+      className="local-media-grid"
+      style={{
+        display: "grid",
+        gridTemplateColumns,
+        gap,
+        maxHeight: 420,
+        overflowY: "auto",
+        overflowX: "hidden",
+        padding: 4,
+        justifyContent: justifyMode,
+        width: stableWidth
+      }}
+      ref={containerRef}
+      role="list"
+      aria-label="media thumbnails"
+    >
+      {images.map((img, idx) => (
+        <div
+          key={img.filename || idx}
+          role="listitem"
+          tabIndex={0}
+          aria-label={img.filename || `image ${idx + 1}`}
+          onClick={() => onToggle(idx)}
+          onKeyDown={(e) => handleKeyDown(e, idx)}
+          style={{
+            position: "relative",
+            border: img.isSelected ? "2px solid #1890ff" : "1px solid #ccc",
+            outline: "none",
+            borderRadius: 4,
+            cursor: "pointer",
+            background: "#fafafa",
+            width: thumbSize,
+            height: thumbSize,
+            overflow: "hidden",
+            boxSizing: "border-box"
+          }}
+        >
+          {(() => {
+            const key = img.filename || idx;
+            const loaded = loadedMap.get(key) === true;
+            return (
+              <>
+                {!loaded && (
+                  <div
+                    aria-hidden="true"
+                    style={{
+                      position: "absolute",
+                      inset: 0,
+                      background: "#f0f0f0",
+                      display: "flex",
+                      alignItems: "center",
+                      justifyContent: "center",
+                      fontSize: 10,
+                      color: "#bbb"
+                    }}
+                  >
+                    {/* simple skeleton; no shimmer to reduce cost */}…
+                  </div>
+                )}
+                <img
+                  src={img.src}
+                  alt={img.filename || img.caption || "thumbnail"}
+                  loading="lazy"
+                  onLoad={() => handleImageLoad(key)}
+                  style={{
+                    width: thumbSize,
+                    height: thumbSize,
+                    objectFit: "cover",
+                    display: "block",
+                    borderRadius: 4,
+                    opacity: loaded ? 1 : 0,
+                    transition: "opacity .25s ease"
+                  }}
+                />
+              </>
+            );
+          })()}
+          {img.isSelected && (
+            <div
+              aria-hidden="true"
+              style={{
+                position: "absolute",
+                inset: 0,
+                background: "rgba(24,144,255,0.45)",
+                borderRadius: 4
+              }}
+            />
+          )}
+        </div>
+      ))}
+      {/* No placeholders needed; layout uses auto-fit for non-chat or fixed columns for chat */}
+    </div>
+  );
+}
+
+export default LocalMediaGrid;

client/src/components/labor-allocations-table/labor-allocations-table.utility.js

@@ -1,4 +1,5 @@
 import i18next from "i18next";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 export const CalculateAllocationsTotals = (bodyshop, joblines, timetickets, adjustments = []) => {
   const responsibilitycenters = bodyshop.md_responsibility_centers;
@@ -14,10 +15,9 @@ export const CalculateAllocationsTotals = (bodyshop, joblines, timetickets, adju
   const r = allCodes.reduce((acc, value) => {
     const r = {
       opcode: value,
-      cost_center:
-        bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber
-          ? i18next.t(`joblines.fields.lbr_types.${value && value.toUpperCase()}`)
-          : responsibilitycenters.defaults.costs[value],
+      cost_center: bodyshopHasDmsKey(bodyshop)
+        ? i18next.t(`joblines.fields.lbr_types.${value && value.toUpperCase()}`)
+        : responsibilitycenters.defaults.costs[value],
       mod_lbr_ty: value,
       total: joblines.reduce((acc2, val2) => {
         return val2.mod_lbr_ty === value ? acc2 + val2.mod_lb_hrs : acc2;

client/src/components/partner-ping/partner-ping.component.jsx

@@ -44,6 +44,7 @@ export async function checkPartnerStatus(bodyshop) {
     //     bodyshop &&
     //     (bodyshop.cdk_dealerid ||
     //       bodyshop.pbs_serialnumber ||
+    //       bodyshop.rr_dealerid ||
     //       bodyshop.accountingconfig.qbo)
     //   )
     // ) {

client/src/components/parts-order-list-table/parts-order-list-table-drawer.component.jsx

@@ -28,6 +28,7 @@ import PartsOrderDeleteLine from "../parts-order-delete-line/parts-order-delete-
 import PartsOrderLineBackorderButton from "../parts-order-line-backorder-button/parts-order-line-backorder-button.component";
 import PartsReceiveModalContainer from "../parts-receive-modal/parts-receive-modal.container";
 import PrintWrapper from "../print-wrapper/print-wrapper.component";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   jobRO: selectJobReadOnly,
@@ -196,7 +197,7 @@ export function PartsOrderListTableDrawerComponent({
                     quantity: pol.quantity,
                     actual_price: pol.act_price,
                     cost_center: pol.jobline?.part_type
-                      ? bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid
+                      ? bodyshopHasDmsKey(bodyshop)
                         ? pol.jobline.part_type !== "PAE"
                           ? pol.jobline.part_type
                           : null

client/src/components/parts-order-list-table/parts-order-list-table.component.jsx

@@ -20,6 +20,7 @@ import PartsReceiveModalContainer from "../parts-receive-modal/parts-receive-mod
 import PrintWrapper from "../print-wrapper/print-wrapper.component";
 import PartsOrderDrawer from "./parts-order-list-table-drawer.component";
 import ShareToTeamsButton from "../share-to-teams/share-to-teams.component.jsx";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   jobRO: selectJobReadOnly,
@@ -69,6 +70,7 @@ export function PartsOrderListTableComponent({
 
   const parts_orders = billsQuery.data ? billsQuery.data.parts_orders : [];
   const { refetch } = billsQuery;
+
   const recordActions = (record, showView = false) => (
     <Space direction="horizontal" wrap>
       <ShareToTeamsButton
@@ -172,7 +174,7 @@ export function PartsOrderListTableComponent({
                       actual_price: pol.act_price,
 
                       cost_center: pol.jobline?.part_type
-                        ? bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid
+                        ? bodyshopHasDmsKey(bodyshop)
                           ? pol.jobline.part_type !== "PAE"
                             ? pol.jobline.part_type
                             : null

client/src/components/shop-employees/shop-employees-form.component.jsx

@@ -331,7 +331,10 @@ export function ShopEmployeesFormComponent({ bodyshop }) {
                             {t("timetickets.labels.shift")}
                           </Select.Option>
 
-                          {bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || Enhanced_Payroll.treatment === "on"
+                          {bodyshop.cdk_dealerid ||
+                          bodyshop.pbs_serialnumber ||
+                          bodyshop.rr_dealerid ||
+                          Enhanced_Payroll.treatment === "on"
                             ? CiecaSelect(false, true)
                             : bodyshop.md_responsibility_centers.costs.map((c) => (
                                 <Select.Option key={c.name} value={c.name}>

client/src/components/shop-info/shop-info.responsibilitycenters.taxes.component.jsx

@@ -5,6 +5,7 @@ import { createStructuredSelector } from "reselect";
 import { selectBodyshop } from "../../redux/user/user.selectors";
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
 import LayoutFormRow from "../layout-form-row/layout-form-row.component";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   //currentUser: selectCurrentUser
@@ -2126,7 +2127,7 @@ function TaxFormItems({ typeNum, typeNumIterator, rootElements, bodyshop }) {
         >
           <Input />
         </Form.Item>
-        {(bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) && (
+        {bodyshopHasDmsKey(bodyshop) && (
           <Form.Item
             label={t("bodyshop.fields.dms.dms_acctnumber")}
             rules={[

client/src/components/shop-info/shop-info.speedprint.component.jsx

@@ -4,10 +4,18 @@ import { useTranslation } from "react-i18next";
 import { TemplateList } from "../../utils/TemplateConstants";
 import FormListMoveArrows from "../form-list-move-arrows/form-list-move-arrows.component";
 import LayoutFormRow from "../layout-form-row/layout-form-row.component";
+import InstanceRenderManager from "../../utils/instanceRenderMgr";
 
 export default function ShopInfoSpeedPrint() {
   const { t } = useTranslation();
-  const TemplateListGenerated = TemplateList("job");
+  const allTemplates = TemplateList("job");
+  const TemplateListGenerated = InstanceRenderManager({
+    imex: Object.fromEntries(
+      Object.entries(allTemplates).filter(([, { enhanced_payroll }]) => !enhanced_payroll)
+    ),
+    rome: allTemplates
+  });
+
   return (
     <Form.List name={["speedprint"]}>
       {(fields, { add, remove, move }) => {

client/src/components/tech-job-clock-in-form/tech-job-clock-in-form.component.jsx

@@ -63,7 +63,10 @@ export function TechClockInComponent({ form, bodyshop, technician }) {
                 <Select.Option key={item.cost_center} value={item.cost_center}>
                   {item.cost_center === "timetickets.labels.shift"
                     ? t(item.cost_center)
-                    : bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || Enhanced_Payroll.treatment === "on"
+                    : bodyshop.cdk_dealerid ||
+                        bodyshop.pbs_serialnumber ||
+                        bodyshop.rr_dealerid ||
+                        Enhanced_Payroll.treatment === "on"
                       ? t(`joblines.fields.lbr_types.${item.cost_center.toUpperCase()}`)
                       : item.cost_center}
                 </Select.Option>

client/src/components/tech-job-clock-in-form/tech-job-clock-in-form.container.jsx

@@ -75,7 +75,10 @@ export function TechClockInContainer({ setTimeTicketContext, technician, bodysho
             jobid: values.jobid,
             cost_center: values.cost_center,
             ciecacode:
-              bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || Enhanced_Payroll.treatment === "on"
+              bodyshop.cdk_dealerid ||
+              bodyshop.pbs_serialnumber ||
+              bodyshop.rr_dealerid ||
+              Enhanced_Payroll.treatment === "on"
                 ? values.cost_center
                 : Object.keys(bodyshop.md_responsibility_centers.defaults.costs).find((key) => {
                     return bodyshop.md_responsibility_centers.defaults.costs[key] === values.cost_center;

client/src/components/tech-job-clock-out-button/tech-job-clock-out-button.component.jsx

@@ -16,6 +16,7 @@ import TechJobClockoutDelete from "../tech-job-clock-out-delete/tech-job-clock-o
 import { LaborAllocationContainer } from "../time-ticket-modal/time-ticket-modal.component";
 import { useSplitTreatments } from "@splitsoftware/splitio-react";
 import { useNotification } from "../../contexts/Notifications/notificationContext.jsx";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -53,7 +54,9 @@ export function TechClockOffButton({
     nextFetchPolicy: "network-only"
   });
   const { t } = useTranslation();
-  const emps = bodyshop.employees.filter((e) => e.id === (technician && technician.id))[0];
+
+  const emps = bodyshop.employees.filter((e) => e.id === technician?.id)[0];
+  const hasDmsKey = bodyshopHasDmsKey(bodyshop);
 
   const handleFinish = async (values) => {
     logImEXEvent("tech_clock_out_job");
@@ -69,7 +72,10 @@ export function TechClockOffButton({
           rate: emps && emps.rates.filter((r) => r.cost_center === values.cost_center)[0]?.rate,
           flat_rate: emps && emps.flat_rate,
           ciecacode:
-            bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || Enhanced_Payroll.treatment === "on"
+            bodyshop.cdk_dealerid ||
+            bodyshop.pbs_serialnumber ||
+            bodyshop.rr_dealerid ||
+            Enhanced_Payroll.treatment === "on"
               ? values.cost_center
               : Object.keys(bodyshop.md_responsibility_centers.defaults.costs).find((key) => {
                   return bodyshop.md_responsibility_centers.defaults.costs[key] === values.cost_center;
@@ -164,8 +170,7 @@ export function TechClockOffButton({
                             lineTicketData.jobs_by_pk.lbr_adjustments
                           );
 
-                          const fieldTypeToCheck =
-                            bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber ? "mod_lbr_ty" : "cost_center";
+                          const fieldTypeToCheck = hasDmsKey ? "mod_lbr_ty" : "cost_center";
 
                           const costCenterDiff =
                             Math.round(
@@ -205,7 +210,7 @@ export function TechClockOffButton({
                       <Select.Option key={item.cost_center}>
                         {item.cost_center === "timetickets.labels.shift"
                           ? t(item.cost_center)
-                          : bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber
+                          : hasDmsKey
                             ? t(`joblines.fields.lbr_types.${item.cost_center.toUpperCase()}`)
                             : item.cost_center}
                       </Select.Option>

client/src/components/time-ticket-modal/time-ticket-modal.component.jsx

@@ -14,6 +14,7 @@ import {
 import JobSearchSelect from "../job-search-select/job-search-select.component";
 import LaborAllocationsTable from "../labor-allocations-table/labor-allocations-table.component";
 import { CalculateAllocationsTotals } from "../labor-allocations-table/labor-allocations-table.utility";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 import LayoutFormRow from "../layout-form-row/layout-form-row.component";
 import LoadingSkeleton from "../loading-skeleton/loading-skeleton.component";
 import { HasRbacAccess } from "../rbac-wrapper/rbac-wrapper.component";
@@ -60,7 +61,10 @@ export function TimeTicketModalComponent({
             <Select.Option key={item.cost_center} value={item.cost_center}>
               {item.cost_center === "timetickets.labels.shift"
                 ? t(item.cost_center)
-                : bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || Enhanced_Payroll.treatment === "on"
+                : bodyshop.cdk_dealerid ||
+                    bodyshop.pbs_serialnumber ||
+                    bodyshop.rr_dealerid ||
+                    Enhanced_Payroll.treatment === "on"
                   ? t(`joblines.fields.lbr_types.${item.cost_center.toUpperCase()}`)
                   : item.cost_center}
             </Select.Option>
@@ -124,7 +128,7 @@ export function TimeTicketModalComponent({
             onSelect={(value) => {
               const emps = employeeAutoCompleteOptions && employeeAutoCompleteOptions.filter((e) => e.id === value)[0];
 
-              form.setFieldsValue({ flat_rate: emps && emps.flat_rate });
+              form.setFieldsValue({ flat_rate: emps?.flat_rate });
             }}
           />
         </Form.Item>
@@ -186,8 +190,7 @@ export function TimeTicketModalComponent({
                         lineTicketData.jobs_by_pk.lbr_adjustments
                       );
 
-                      const fieldTypeToCheck =
-                        bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber ? "mod_lbr_ty" : "cost_center";
+                      const fieldTypeToCheck = bodyshopHasDmsKey(bodyshop) ? "mod_lbr_ty" : "cost_center";
 
                       const costCenterDiff =
                         Math.round(
@@ -261,7 +264,7 @@ export function TimeTicketModalComponent({
                     if (!value) return Promise.resolve();
                     if (!clockon && value) return Promise.reject(t("timetickets.validation.clockoffwithoutclockon"));
                     // TODO - Verify this exists
-                    if (value && value.isSameOrAfter && !value.isSameOrAfter(clockon))
+                    if (value?.isSameOrAfter && !value.isSameOrAfter(clockon))
                       return Promise.reject(t("timetickets.validation.clockoffmustbeafterclockon"));
 
                     return Promise.resolve();

client/src/components/time-ticket-modal/time-ticket-modal.container.jsx

@@ -137,7 +137,10 @@ export function TimeTicketModalContainer({ timeTicketModal, toggleModalVisible,
     if (!!changedFields.cost_center && !!EmployeeAutoCompleteData) {
       form.setFieldsValue({
         ciecacode:
-          bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || Enhanced_Payroll.treatment === "on"
+          bodyshop.cdk_dealerid ||
+          bodyshop.pbs_serialnumber ||
+          bodyshop.rr_dealerid ||
+          Enhanced_Payroll.treatment === "on"
             ? changedFields.cost_center
             : Object.keys(bodyshop.md_responsibility_centers.defaults.costs).find(
                 (key) => bodyshop.md_responsibility_centers.defaults.costs[key] === changedFields.cost_center

client/src/contexts/SocketIO/socketProvider.jsx

@@ -149,7 +149,7 @@ const SocketProvider = ({ children, bodyshop, navigate, currentUser }) => {
 
   useEffect(() => {
     const initializeSocket = async (token) => {
-      if (!bodyshop || !bodyshop.id || socketRef.current) return;
+      if (!bodyshop?.id || socketRef.current) return;
 
       const endpoint = import.meta.env.PROD ? import.meta.env.VITE_APP_AXIOS_BASE_API_URL : "";
       const socketInstance = SocketIO(endpoint, {

client/src/graphql/bodyshop.queries.js

@@ -111,6 +111,7 @@ export const QUERY_BODYSHOP = gql`
       jc_hourly_rates
       md_jobline_presets
       cdk_dealerid
+      rr_dealerid
       features
       attach_pdf_to_email
       tt_allow_post_to_invoiced
@@ -123,6 +124,7 @@ export const QUERY_BODYSHOP = gql`
       md_email_cc
       timezone
       ss_configuration
+      rr_configuration
       md_from_emails
       last_name_first
       md_parts_order_comment
@@ -245,6 +247,7 @@ export const UPDATE_SHOP = gql`
         jc_hourly_rates
         md_jobline_presets
         cdk_dealerid
+        rr_dealerid
         attach_pdf_to_email
         tt_allow_post_to_invoiced
         cdk_configuration
@@ -256,6 +259,7 @@ export const UPDATE_SHOP = gql`
         md_email_cc
         timezone
         ss_configuration
+        rr_configuration
         md_from_emails
         last_name_first
         md_parts_order_comment

client/src/graphql/jobs.queries.js

@@ -424,6 +424,7 @@ export const GET_JOB_BY_PK = gql`
       actual_delivery
       actual_in
       acv_amount
+      admin_clerk
       adjustment_bottom_line
       alt_transport
       area_of_damage
@@ -713,7 +714,7 @@ export const GET_JOB_BY_PK = gql`
       v_model_yr
       v_model_desc
       v_vin
-      notes(where:{pinned: {_eq: true}}, order_by: {updated_at: desc}) {
+      notes(where: { pinned: { _eq: true } }, order_by: { updated_at: desc }) {
         created_at
         created_by
         critical
@@ -999,7 +1000,6 @@ export const QUERY_JOB_CARD_DETAILS = gql`
         key
         type
       }
-
     }
   }
 `;
@@ -2171,6 +2171,8 @@ export const QUERY_JOB_EXPORT_DMS = gql`
       ownr_fn
       ownr_ln
       ownr_co_nm
+      ownr_ph1
+      ownr_ph2
       ins_co_nm
       kmin
       kmout
@@ -2179,6 +2181,10 @@ export const QUERY_JOB_EXPORT_DMS = gql`
       v_model_desc
       area_of_damage
       date_exported
+      v_vin
+      plate_no
+      plate_st
+      ownr_co_nm
     }
   }
 `;
@@ -2347,12 +2353,13 @@ export const MARK_JOB_AS_UNINVOICED = gql`
   mutation MARK_JOB_AS_UNINVOICED($jobId: uuid!, $default_delivered: String!) {
     update_jobs_by_pk(
       pk_columns: { id: $jobId }
-      _set: { date_exported: null, date_invoiced: null, status: $default_delivered }
+      _set: { date_exported: null, date_invoiced: null, status: $default_delivered, admin_clerk: null }
     ) {
       id
       date_exported
       date_invoiced
       status
+      admin_clerk
     }
   }
 `;
@@ -2413,7 +2420,7 @@ export const QUERY_PARTS_QUEUE_CARD_DETAILS = gql`
         start
         status
       }
-      notes(where:{pinned: {_eq: true}}, order_by: {updated_at: desc}) {
+      notes(where: { pinned: { _eq: true } }, order_by: { updated_at: desc }) {
         created_at
         created_by
         critical

client/src/pages/accounting-payables/accounting-payables.container.jsx

@@ -15,6 +15,7 @@ import FeatureWrapperComponent from "../../components/feature-wrapper/feature-wr
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
 import UpsellComponent, { upsellEnum } from "../../components/upsell/upsell.component";
 import { Card } from "antd";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -54,8 +55,7 @@ export function AccountingPayablesContainer({ bodyshop, setBreadcrumbs, setSelec
   if (error) return <AlertComponent message={error.message} type="error" />;
 
   const noPath =
-    !partnerVersion?.qbpath &&
-    !(bodyshop && (bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || bodyshop.accountingconfig.qbo));
+    !partnerVersion?.qbpath && !(bodyshop && (bodyshopHasDmsKey(bodyshop) || bodyshop?.accountingconfig?.qbo));
 
   return (
     <div>

client/src/pages/accounting-payments/accounting-payments.container.jsx

@@ -15,6 +15,7 @@ import FeatureWrapperComponent from "../../components/feature-wrapper/feature-wr
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
 import UpsellComponent, { upsellEnum } from "../../components/upsell/upsell.component";
 import { Card } from "antd";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -52,9 +53,10 @@ export function AccountingPaymentsContainer({ bodyshop, setBreadcrumbs, setSelec
   });
 
   if (error) return <AlertComponent message={error.message} type="error" />;
+
   const noPath =
-    !partnerVersion?.qbpath &&
-    !(bodyshop && (bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || bodyshop.accountingconfig.qbo));
+    !partnerVersion?.qbpath && !(bodyshop && (bodyshopHasDmsKey(bodyshop) || bodyshop?.accountingconfig?.qbo));
+
   return (
     <div>
       <FeatureWrapperComponent

client/src/pages/accounting-receivables/accounting-receivables.container.jsx

@@ -15,6 +15,7 @@ import FeatureWrapperComponent from "../../components/feature-wrapper/feature-wr
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
 import { Card } from "antd";
 import UpsellComponent, { upsellEnum } from "../../components/upsell/upsell.component";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -57,8 +58,7 @@ export function AccountingReceivablesContainer({ bodyshop, setBreadcrumbs, setSe
   if (error) return <AlertComponent message={error.message} type="error" />;
 
   const noPath =
-    !partnerVersion?.qbpath &&
-    !(bodyshop && (bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || bodyshop.accountingconfig.qbo));
+    !partnerVersion?.qbpath && !(bodyshop && (bodyshopHasDmsKey(bodyshop) || bodyshop?.accountingconfig?.qbo));
 
   return (
     <div>

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

@@ -90,6 +90,7 @@ export function DmsContainer({ setBreadcrumbs, setSelectedHeader }) {
     });
 
     if (socket.disconnected) socket.connect();
+
     return () => {
       socket.removeAllListeners();
       socket.disconnect();
@@ -139,17 +140,10 @@ export function DmsContainer({ setBreadcrumbs, setSelectedHeader }) {
               </Space>
             }
           >
-            <DmsLogEvents socket={socket} logs={logs} />
+            <DmsLogEvents logs={logs} />
           </Card>
         </div>
       </Col>
     </Row>
   );
 }
-
-export const determineDmsType = (bodyshop) => {
-  if (bodyshop.cdk_dealerid) return "cdk";
-  else {
-    return "pbs";
-  }
-};

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

@@ -1,26 +1,32 @@
-import { useQuery } from "@apollo/client";
-import { Button, Card, Col, Result, Row, Select, Space } from "antd";
-import queryString from "query-string";
-import { useEffect, useRef, useState } from "react";
-import { useTranslation } from "react-i18next";
-import { connect } from "react-redux";
+import { useEffect, useMemo, useRef, useState } from "react";
 import { Link, useLocation, useNavigate } from "react-router-dom";
+import { connect } from "react-redux";
+import { useTranslation } from "react-i18next";
 import { createStructuredSelector } from "reselect";
-import SocketIO from "socket.io-client";
-import AlertComponent from "../../components/alert/alert.component";
-import DmsAllocationsSummary from "../../components/dms-allocations-summary/dms-allocations-summary.component";
-import DmsCustomerSelector from "../../components/dms-customer-selector/dms-customer-selector.component";
-import DmsLogEvents from "../../components/dms-log-events/dms-log-events.component";
-import DmsPostForm from "../../components/dms-post-form/dms-post-form.component";
-import LoadingSpinner from "../../components/loading-spinner/loading-spinner.component";
-import { OwnerNameDisplayFunction } from "../../components/owner-name-display/owner-name-display.component";
-import { auth } from "../../firebase/firebase.utils";
+import queryString from "query-string";
+import { useQuery } from "@apollo/client";
+import { Button, Card, Col, Result, Row, Select, Space, Switch } from "antd";
+import { useSplitTreatments } from "@splitsoftware/splitio-react";
+import { useSocket } from "../../contexts/SocketIO/useSocket.js";
+import { useNotification } from "../../contexts/Notifications/notificationContext.jsx";
+
 import { QUERY_JOB_EXPORT_DMS } from "../../graphql/jobs.queries";
-import { insertAuditTrail, setBreadcrumbs, setSelectedHeader } from "../../redux/application/application.actions";
 import { selectBodyshop } from "../../redux/user/user.selectors";
+import { insertAuditTrail, setBreadcrumbs, setSelectedHeader } from "../../redux/application/application.actions";
+
 import InstanceRenderManager from "../../utils/instanceRenderMgr";
 import AuditTrailMapping from "../../utils/AuditTrailMappings";
-import { useNotification } from "../../contexts/Notifications/notificationContext.jsx";
+import { bodyshopHasDmsKey, DMS_MAP, getDmsMode, isWssMode } from "../../utils/dmsUtils.js";
+import legacySocket from "../../utils/legacySocket";
+
+import { OwnerNameDisplayFunction } from "../../components/owner-name-display/owner-name-display.component";
+import AlertComponent from "../../components/alert/alert.component";
+import LoadingSpinner from "../../components/loading-spinner/loading-spinner.component";
+import DmsPostForm from "../../components/dms-post-form/dms-post-form.component";
+import DmsLogEvents from "../../components/dms-log-events/dms-log-events.component";
+import DmsCustomerSelector from "../../components/dms-customer-selector/dms-customer-selector.component";
+import DmsAllocationsSummary from "../../components/dms-allocations-summary/dms-allocations-summary.component";
+import RrAllocationsSummary from "../../components/dms-allocations-summary/rr-dms-allocations-summary.component";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop
@@ -34,130 +40,413 @@ const mapDispatchToProps = (dispatch) => ({
 
 export default connect(mapStateToProps, mapDispatchToProps)(DmsContainer);
 
-export const socket = SocketIO(
-  import.meta.env.PROD ? import.meta.env.VITE_APP_AXIOS_BASE_API_URL : "", // for dev testing,
-  {
-    path: "/ws",
-    withCredentials: true,
-    auth: async (callback) => {
-      const token = auth.currentUser && (await auth.currentUser.getIdToken());
-      callback({ token });
-    }
+const DMS_SOCKET_EVENTS = {
+  [DMS_MAP.reynolds]: {
+    log: "rr-log-event",
+    partialResult: "rr-export-job:result",
+    validationNeeded: "rr-validation-required",
+    exportSuccess: "export-success",
+    exportFailed: "export-failed"
+  },
+  [DMS_MAP.fortellis]: {
+    log: "fortellis-log-event",
+    exportSuccess: "export-success",
+    exportFailed: "export-failed"
+  },
+  [DMS_MAP.cdk]: {
+    log: "log-event",
+    exportSuccess: "export-success",
+    exportFailed: "export-failed"
+  },
+  [DMS_MAP.pbs]: {
+    log: "log-event",
+    exportSuccess: "export-success",
+    exportFailed: "export-failed"
   }
-);
+};
 
 export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, insertAuditTrail }) {
   const { t } = useTranslation();
-  const [logLevel, setLogLevel] = useState(determineDmsType(bodyshop) === "pbs" ? "INFO" : "DEBUG");
+  const [resetAfterReconnect, setResetAfterReconnect] = useState(false);
+
   const history = useNavigate();
-  const [logs, setLogs] = useState([]);
   const search = queryString.parse(useLocation().search);
   const { jobId } = search;
+
   const notification = useNotification();
 
+  const {
+    treatments: { Fortellis }
+  } = useSplitTreatments({
+    attributes: {},
+    names: ["Fortellis"],
+    splitKey: bodyshop.imexshopid
+  });
+
+  // Compute a single normalized mode and pick the proper socket
+  const mode = getDmsMode(bodyshop, Fortellis.treatment); // "rr" | "fortellis" | "cdk" | "pbs" | "none"
+  const isRrMode = mode === DMS_MAP.reynolds;
+
+  const { socket: wsssocket } = useSocket();
+  const activeSocket = useMemo(() => (isWssMode(mode) ? wsssocket : legacySocket), [mode, wsssocket]);
+
+  const [isConnected, setIsConnected] = useState(!!activeSocket?.connected);
+
+  // One place to set log level
+  const [logLevel, setLogLevel] = useState(mode === DMS_MAP.pbs ? "INFO" : "DEBUG");
+
+  const setActiveLogLevel = (level) => {
+    if (!activeSocket) return;
+    activeSocket.emit("set-log-level", level);
+  };
+
+  const [logs, setLogs] = useState([]);
+  const [detailsOpen, setDetailsOpen] = useState(false);
+  const [detailsNonce, setDetailsNonce] = useState(0);
+  const [colorizeJson, setColorizeJson] = useState(false);
+
+  const [rrOpenRoLimit, setRrOpenRoLimit] = useState(false);
+  const clearRrOpenRoLimit = () => setRrOpenRoLimit(false);
+
+  const [rrValidationPending, setrrValidationPending] = useState(false);
+
   const { loading, error, data } = useQuery(QUERY_JOB_EXPORT_DMS, {
     variables: { id: jobId },
     skip: !jobId,
     fetchPolicy: "network-only",
     nextFetchPolicy: "network-only"
   });
+
   const logsRef = useRef(null);
 
+  const toggleDetailsAll = () => {
+    setDetailsOpen((v) => !v);
+    setDetailsNonce((n) => n + 1);
+  };
+
+  // Channel names per mode to avoid branching everywhere
+  const channels = useMemo(() => DMS_SOCKET_EVENTS[mode] || {}, [mode]);
+
+  const providerLabel = useMemo(
+    () =>
+      ({
+        [DMS_MAP.reynolds]: "Reynolds",
+        [DMS_MAP.fortellis]: "Fortellis",
+        [DMS_MAP.cdk]: "CDK",
+        [DMS_MAP.pbs]: "PBS"
+      })[mode] || "DMS",
+    [mode]
+  );
+
+  const transportLabel = isWssMode(mode) ? "(WSS)" : "(WS)";
+
+  const bannerMessage = `Posting to ${providerLabel} | ${transportLabel} | ${
+    isConnected ? "Connected" : "Disconnected"
+  }`;
+
+  const resetKey = useMemo(() => `${mode || "none"}-${jobId || "none"}`, [mode, jobId]);
+
+  // 🔄 Hard reset of local + server-side DMS context when the page/job loads
+  useEffect(() => {
+    // Clear any local ephemeral state that might be stale
+    setLogs([]);
+    setRrOpenRoLimit(false);
+    setrrValidationPending(false);
+
+    if (!activeSocket) return;
+
+    const emitReset = () => {
+      // Generic reset; server can branch on `mode` if needed
+      activeSocket.emit("dms-reset-context", { jobId, mode });
+    };
+
+    if (activeSocket.connected) {
+      // WSS usually lands here
+      emitReset();
+      return;
+    }
+
+    // Legacy WS: wait for the connect before emitting reset
+    const handleConnectOnce = () => {
+      emitReset();
+      activeSocket.off("connect", handleConnectOnce);
+    };
+
+    activeSocket.on("connect", handleConnectOnce);
+
+    return () => {
+      activeSocket.off("connect", handleConnectOnce);
+    };
+  }, [jobId, mode, activeSocket]);
+
+  const handleExportFailed = (payload = {}) => {
+    const { title, friendlyMessage, error: errText, severity, errorCode, vendorStatusCode } = payload;
+
+    const msg =
+      friendlyMessage ||
+      errText ||
+      t("dms.errors.exportfailedgeneric", "We couldn't complete the export. Please try again.");
+
+    const vendorTitle = title || (isRrMode ? "Reynolds" : "DMS");
+
+    const isRrOpenRoLimit =
+      isRrMode &&
+      (vendorStatusCode === 507 ||
+        /MAX_OPEN_ROS/i.test(String(errorCode || "")) ||
+        /maximum number of open repair orders/i.test(String(msg || "").toLowerCase()));
+
+    const sev = severity || (isRrOpenRoLimit ? "warning" : "error");
+
+    if (!isRrOpenRoLimit) {
+      const notifyKind = sev === "warning" && typeof notification.warning === "function" ? "warning" : "error";
+      notification[notifyKind]({ message: vendorTitle, description: msg, duration: 10 });
+    } else {
+      setRrOpenRoLimit(true);
+    }
+
+    setLogs((prev) => [
+      ...prev,
+      {
+        timestamp: new Date(),
+        level: (sev || "error").toUpperCase(),
+        message: `${vendorTitle}: ${msg}`,
+        meta: { errorCode, vendorStatusCode, raw: payload, blockedByOpenRoLimit: !!isRrOpenRoLimit }
+      }
+    ]);
+  };
+
+  // keep this in sync if mode/socket flips
+  useEffect(() => {
+    setIsConnected(!!activeSocket?.connected);
+  }, [activeSocket]);
+
   useEffect(() => {
     document.title = t("titles.dms", {
-      app: InstanceRenderManager({
-        imex: "$t(titles.imexonline)",
-        rome: "$t(titles.romeonline)"
-      })
+      app: InstanceRenderManager({ imex: "$t(titles.imexonline)", rome: "$t(titles.romeonline)" })
     });
     setSelectedHeader("dms");
     setBreadcrumbs([
-      {
-        link: "/manage/accounting/receivables",
-        label: t("titles.bc.accounting-receivables")
-      },
-      {
-        link: "/manage/dms",
-        label: t("titles.bc.dms")
-      }
+      { link: "/manage/accounting/receivables", label: t("titles.bc.accounting-receivables") }
+      // { link: "/manage/dms", label: t("titles.bc.dms") }
     ]);
   }, [t, setBreadcrumbs, setSelectedHeader]);
 
+  // Socket wiring (mode-aware)
   useEffect(() => {
-    socket.on("connect", () => socket.emit("set-log-level", logLevel));
-    socket.on("reconnect", () => {
-      setLogs((logs) => {
-        return [
-          ...logs,
-          {
-            timestamp: new Date(),
-            level: "warn",
-            message: "Reconnected to CDK Export Service"
-          }
-        ];
-      });
-    });
-    socket.on("connect_error", (err) => {
+    if (!activeSocket) return;
+
+    // Connect legacy socket if needed
+    if (!isWssMode(mode)) {
+      if (activeSocket.disconnected) activeSocket.connect();
+    }
+
+    // Set log level now and on connect/reconnect
+    setActiveLogLevel(logLevel);
+
+    const onConnect = () => {
+      setIsConnected(true);
+      setActiveLogLevel(logLevel);
+
+      if (resetAfterReconnect) {
+        activeSocket.emit("dms-reset-context", { jobId, mode });
+        setResetAfterReconnect(false);
+      }
+    };
+
+    const onDisconnect = () => setIsConnected(false);
+
+    const onReconnect = () => {
+      setIsConnected(true);
+      setLogs((prev) => [
+        ...prev,
+        {
+          timestamp: new Date(),
+          level: "warn",
+          message: `Reconnected to ${isRrMode ? "RR" : mode === DMS_MAP.fortellis ? "Fortellis" : "DMS"} Export Service`
+        }
+      ]);
+    };
+
+    const onConnectError = (err) => {
+      // Legacy and WSS both emit this
       console.log(`connect_error due to ${err}`, err);
       notification.error({ message: err.message });
-    });
-    socket.on("log-event", (payload) => {
-      setLogs((logs) => {
-        return [...logs, payload];
-      });
-    });
-    socket.on("export-success", (payload) => {
-      notification.success({
-        message: t("jobs.successes.exported")
-      });
+    };
+
+    activeSocket.on("disconnect", onDisconnect);
+    activeSocket.on("connect", onConnect);
+    activeSocket.on("reconnect", onReconnect);
+    activeSocket.on("connect_error", onConnectError);
+
+    // Logs
+    const onLog = isRrMode
+      ? (payload = {}) => {
+          const normalized = {
+            timestamp: payload.timestamp ? new Date(payload.timestamp) : payload.ts ? new Date(payload.ts) : new Date(),
+            level: (payload.level || "INFO").toUpperCase(),
+            message: payload.message || payload.msg || "",
+            meta: payload.meta ?? payload.ctx ?? payload.details ?? null
+          };
+          setLogs((prev) => [...prev, normalized]);
+        }
+      : (payload) => setLogs((prev) => [...prev, payload]);
+
+    if (channels.log) activeSocket.on(channels.log, onLog);
+
+    // Success / Failed
+    const onExportSuccess = (payload) => {
+      const jobIdResolved = payload?.jobId ?? payload;
+      notification.success({ message: t("jobs.successes.exported") });
+
+      // Clear RR Validation flag if any
+      setrrValidationPending(false);
+
       insertAuditTrail({
-        jobid: payload,
+        jobid: jobIdResolved,
         operation: AuditTrailMapping.jobexported(),
         type: "jobexported"
       });
       history("/manage/accounting/receivables");
-    });
-
-    if (socket.disconnected) socket.connect();
-    return () => {
-      socket.removeAllListeners();
-      socket.disconnect();
     };
-  }, []);
+
+    if (channels.exportSuccess) activeSocket.on(channels.exportSuccess, onExportSuccess);
+    if (channels.exportFailed) activeSocket.on(channels.exportFailed, handleExportFailed);
+
+    // RR-only extras
+
+    const onPartialResult = () => {
+      setrrValidationPending(true);
+      setLogs((prev) => [
+        ...prev,
+        {
+          timestamp: new Date(),
+          level: "INFO",
+          message:
+            "Repair Order created in Reynolds. Complete validation in Reynolds, then click Finished/Close to finalize."
+        }
+      ]);
+      notification.info({
+        message: "Reynolds RO created",
+        description:
+          "Complete validation in Reynolds, then click Finished/Close to finalize and mark this export complete.",
+        duration: 8
+      });
+    };
+
+    const onValidationRequired = (payload) => {
+      setrrValidationPending(true);
+      setLogs((prev) => [
+        ...prev,
+        {
+          timestamp: new Date(),
+          level: "INFO",
+          message:
+            "Repair Order created in Reynolds. Complete validation in Reynolds, then click Finished/Close to finalize.",
+          meta: { payload }
+        }
+      ]);
+    };
+
+    if (isRrMode && channels.partialResult) activeSocket.on(channels.partialResult, onPartialResult);
+    if (isRrMode && channels.validationNeeded) activeSocket.on(channels.validationNeeded, onValidationRequired);
+
+    return () => {
+      activeSocket.off("connect", onConnect);
+      activeSocket.off("reconnect", onReconnect);
+      activeSocket.off("connect_error", onConnectError);
+      activeSocket.off("disconnect", onDisconnect);
+
+      if (channels.log) activeSocket.off(channels.log, onLog);
+      if (channels.exportSuccess) activeSocket.off(channels.exportSuccess, onExportSuccess);
+      if (channels.exportFailed) activeSocket.off(channels.exportFailed, handleExportFailed);
+
+      if (isRrMode && channels.partialResult) activeSocket.off(channels.partialResult, onPartialResult);
+      if (isRrMode && channels.validationNeeded) activeSocket.off(channels.validationNeeded, onValidationRequired);
+
+      // Only tear down legacy socket listeners; don't disconnect WSS from here
+      if (!isWssMode(mode)) {
+        activeSocket.removeAllListeners();
+        activeSocket.disconnect();
+      }
+    };
+  }, [mode, activeSocket, channels, logLevel, notification, t, insertAuditTrail, history]);
+
+  // RR finalize callback (unchanged public behavior)
+  const handleRrValidationFinished = () => {
+    if (!jobId) return;
+    if (!isWssMode(mode)) return; // RR is WSS-only
+    activeSocket.emit("rr-finalize-repair-order", { jobId }, (ack) => {
+      if (ack?.ok) return;
+      if (ack?.error) notification.error({ message: ack.error });
+    });
+  };
 
   if (loading) return <LoadingSpinner />;
   if (error) return <AlertComponent message={error.message} type="error" />;
 
-  if (!jobId || !(bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) || !(data && data.jobs_by_pk))
+  if (!jobId || !bodyshopHasDmsKey(bodyshop) || !data?.jobs_by_pk)
     return <Result status="404" title={t("general.errors.notfound")} />;
 
-  if (data.jobs_by_pk && data.jobs_by_pk.date_exported)
-    return <Result status="warning" title={t("dms.errors.alreadyexported")} />;
+  if (data.jobs_by_pk?.date_exported) return <Result status="warning" title={t("dms.errors.alreadyexported")} />;
 
   return (
     <div>
+      <AlertComponent style={{ marginBottom: 10 }} message={bannerMessage} type="warning" showIcon closable />
+
       <Row gutter={[16, 16]}>
-        <Col md={24} lg={10}>
-          <DmsAllocationsSummary
-            title={
-              <span>
-                <Link to={`/manage/jobs/${data && data.jobs_by_pk.id}`}>{`${
-                  data && data.jobs_by_pk && data.jobs_by_pk.ro_number
-                }`}</Link>
-                {` | ${OwnerNameDisplayFunction(data.jobs_by_pk)} | ${
-                  data.jobs_by_pk.v_model_yr || ""
-                } ${data.jobs_by_pk.v_make_desc || ""} ${data.jobs_by_pk.v_model_desc || ""}`}
-              </span>
-            }
-            socket={socket}
-            jobId={jobId}
-          />
-        </Col>
-        <Col md={24} lg={14}>
-          <DmsPostForm socket={socket} jobId={jobId} job={data && data.jobs_by_pk} logsRef={logsRef} />
+        <Col md={24} lg={10} className="dms-equal-height-col">
+          {!isRrMode ? (
+            <DmsAllocationsSummary
+              key={resetKey}
+              title={
+                <span>
+                  <Link
+                    to={`/manage/jobs/${data && data.jobs_by_pk.id}`}
+                  >{`${data?.jobs_by_pk && data.jobs_by_pk.ro_number}`}</Link>
+                  {` | ${OwnerNameDisplayFunction(data.jobs_by_pk)} | ${data.jobs_by_pk.v_model_yr || ""} ${
+                    data.jobs_by_pk.v_make_desc || ""
+                  } ${data.jobs_by_pk.v_model_desc || ""}`}
+                </span>
+              }
+              socket={activeSocket}
+              jobId={jobId}
+              mode={mode}
+            />
+          ) : (
+            <RrAllocationsSummary
+              key={resetKey}
+              title={
+                <span>
+                  <Link to={`/manage/jobs/${data && data.jobs_by_pk.id}`}>
+                    {data?.jobs_by_pk && data.jobs_by_pk.ro_number}
+                  </Link>
+                  {` | ${OwnerNameDisplayFunction(data.jobs_by_pk)} | ${
+                    data.jobs_by_pk.v_model_yr || ""
+                  } ${data.jobs_by_pk.v_make_desc || ""} ${data.jobs_by_pk.v_model_desc || ""}`}
+                </span>
+              }
+              socket={activeSocket}
+              jobId={jobId}
+            />
+          )}
         </Col>
 
-        <DmsCustomerSelector />
+        <Col md={24} lg={14} className="dms-equal-height-col">
+          <DmsPostForm key={resetKey} socket={activeSocket} job={data?.jobs_by_pk} logsRef={logsRef} mode={mode} />
+        </Col>
+
+        <DmsCustomerSelector
+          jobid={jobId}
+          bodyshop={bodyshop}
+          socket={activeSocket}
+          mode={mode}
+          rrOptions={{
+            openRoLimit: rrOpenRoLimit,
+            onOpenRoFinished: clearRrOpenRoLimit,
+            validationPending: rrValidationPending,
+            onValidationFinished: handleRrValidationFinished
+          }}
+        />
 
         <Col span={24}>
           <div ref={logsRef}>
@@ -165,14 +454,27 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
               title={t("jobs.labels.dms.logs")}
               extra={
                 <Space wrap>
+                  {isRrMode && (
+                    <>
+                      <Switch
+                        checked={colorizeJson}
+                        onChange={setColorizeJson}
+                        checkedChildren="Color JSON"
+                        unCheckedChildren="Plain JSON"
+                      />
+                      <Button onClick={toggleDetailsAll}>{detailsOpen ? "Collapse All" : "Expand All"}</Button>
+                    </>
+                  )}
+
                   <Select
                     placeholder="Log Level"
                     value={logLevel}
                     onChange={(value) => {
                       setLogLevel(value);
-                      socket.emit("set-log-level", value);
+                      setActiveLogLevel(value);
                     }}
                   >
+                    <Select.Option key="SILLY">SILLY</Select.Option>
                     <Select.Option key="DEBUG">DEBUG</Select.Option>
                     <Select.Option key="INFO">INFO</Select.Option>
                     <Select.Option key="WARN">WARN</Select.Option>
@@ -182,8 +484,14 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
                   <Button
                     onClick={() => {
                       setLogs([]);
-                      socket.disconnect();
-                      socket.connect();
+                      setResetAfterReconnect(true);
+                      if (isWssMode(mode)) {
+                        setActiveLogLevel(logLevel);
+                      }
+                      if (activeSocket) {
+                        activeSocket.disconnect();
+                        setTimeout(() => activeSocket.connect(), 100);
+                      }
                     }}
                   >
                     Reconnect
@@ -191,7 +499,15 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
                 </Space>
               }
             >
-              <DmsLogEvents socket={socket} logs={logs} />
+              <DmsLogEvents
+                logs={logs}
+                // Only honour details/colorized JSON in RR mode;
+                // in other modes DmsLogEvents can render a simple, flat list.
+                detailsOpen={isRrMode ? detailsOpen : false}
+                detailsNonce={detailsNonce}
+                colorizeJson={isRrMode ? colorizeJson : false}
+                showDetails={isRrMode}
+              />
             </Card>
           </div>
         </Col>
@@ -199,10 +515,3 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
     </div>
   );
 }
-
-export const determineDmsType = (bodyshop) => {
-  if (bodyshop.cdk_dealerid) return "cdk";
-  else {
-    return "pbs";
-  }
-};

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

@@ -39,13 +39,15 @@ import { UPDATE_JOB } from "../../graphql/jobs.queries";
 import { insertAuditTrail } from "../../redux/application/application.actions";
 import { selectJobReadOnly } from "../../redux/application/application.selectors";
 import { setModalContext } from "../../redux/modals/modals.actions.js";
-import { selectBodyshop } from "../../redux/user/user.selectors";
+import { selectBodyshop, selectCurrentUser } from "../../redux/user/user.selectors";
 import AuditTrailMapping from "../../utils/AuditTrailMappings";
 import dayjs from "../../utils/day";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
-  jobRO: selectJobReadOnly
+  jobRO: selectJobReadOnly,
+  currentUser: selectCurrentUser
 });
 
 const mapDispatchToProps = (dispatch) => ({
@@ -59,7 +61,7 @@ const mapDispatchToProps = (dispatch) => ({
     )
 });
 
-export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, setPrintCenterContext }) {
+export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, setPrintCenterContext, currentUser }) {
   const { t } = useTranslation();
   const [form] = Form.useForm();
   const client = useApolloClient();
@@ -68,6 +70,8 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
   const [loading, setLoading] = useState(false);
   const notification = useNotification();
 
+  const hasDMSKey = bodyshopHasDmsKey(bodyshop);
+
   const {
     treatments: { Qb_Multi_Ar, ClosingPeriod }
   } = useSplitTreatments({
@@ -97,6 +101,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
           kmin: values.kmin,
           kmout: values.kmout,
           dms_allocation: values.dms_allocation,
+          admin_clerk: currentUser.email,
           ...(removefromproduction ? { inproduction: false } : {}),
           ...(values.qb_multiple_payers ? { qb_multiple_payers: values.qb_multiple_payers } : {})
         }
@@ -189,7 +194,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
                   {t("general.actions.close")}
                 </Button>
               </Popconfirm>
-              {(bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid) && (
+              {bodyshopHasDmsKey(bodyshop) && (
                 <Link to={`/manage/dms?jobId=${job.id}`}>
                   <Button disabled={job.date_exported || !jobRO}>{t("jobs.actions.sendtodms")}</Button>
                 </Link>
@@ -309,7 +314,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
               <Switch />
             </Form.Item>
           )}
-          {(bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) && (
+          {hasDMSKey && (
             <Form.Item
               label={t("jobs.fields.kmin")}
               name="kmin"
@@ -322,7 +327,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
               <InputNumber precision={0} disabled={jobRO} />
             </Form.Item>
           )}
-          {(bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) && (
+          {hasDMSKey && (
             <Form.Item
               label={t("jobs.fields.kmout")}
               name="kmout"
@@ -346,7 +351,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
               <InputNumber precision={0} disabled={jobRO} />
             </Form.Item>
           )}
-          {(bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) && (
+          {hasDMSKey && (
             <Form.Item
               label={t("jobs.fields.dms_allocation")}
               name="dms_allocation"

client/src/redux/media/media.reducer.js

@@ -19,29 +19,19 @@ const mediaReducer = (state = INITIAL_STATE, action) => {
     case MediaActionTypes.TOGGLE_MEDIA_SELECTED:
       return {
         ...state,
-        [action.payload.jobid]: state[action.payload.jobid].map((p) => {
-          if (p.filename === action.payload.filename) {
-            p.isSelected = !p.isSelected;
-          }
-          return p;
-        })
+        [action.payload.jobid]: state[action.payload.jobid].map((p) =>
+          p.filename === action.payload.filename ? { ...p, isSelected: !p.isSelected } : p
+        )
       };
     case MediaActionTypes.SELECT_ALL_MEDIA_FOR_JOB:
       return {
         ...state,
-        [action.payload.jobid]: state[action.payload.jobid].map((p) => {
-          p.isSelected = true;
-
-          return p;
-        })
+        [action.payload.jobid]: state[action.payload.jobid].map((p) => ({ ...p, isSelected: true }))
       };
     case MediaActionTypes.DESELECT_ALL_MEDIA_FOR_JOB:
       return {
         ...state,
-        [action.payload.jobid]: state[action.payload.jobid].map((p) => {
-          p.isSelected = false;
-          return p;
-        })
+        [action.payload.jobid]: state[action.payload.jobid].map((p) => ({ ...p, isSelected: false }))
       };
     default:
       return state;

client/src/redux/media/media.sagas.js

@@ -17,9 +17,10 @@ export function* getJobMedia({ payload: jobid }) {
       const imagesFetch = yield cleanAxios.post(
         `${localmediaserverhttp}/jobs/list`,
         {
-          jobid
+          jobid,
+
         },
-        { headers: { ims_token: bodyshop.localmediatoken } }
+        { headers: { ims_token: bodyshop.localmediatoken, bodyshopid: bodyshop.id } }
       );
       const documentsFetch = yield cleanAxios.post(
         `${localmediaserverhttp}/bills/list`,

client/src/redux/media/media.selectors.js

@@ -2,4 +2,5 @@ import { createSelector } from "reselect";
 
 const selectMedia = (state) => state.media;
 
-export const selectAllMedia = createSelector([selectMedia], (media) => media);
+// Return a shallow copy to avoid identity selector warning and allow memoization to detect actual changes.
+export const selectAllMedia = createSelector([selectMedia], (media) => ({ ...media }));

client/src/translations/en_us/common.json

@@ -558,6 +558,14 @@
         "responsibilitycenter_tax_tier": "Tax {{typeNum}} Tier {{typeNumIterator}}",
         "responsibilitycenter_tax_type": "Tax {{typeNum}} Type",
         "responsibilitycenters": {
+          "gogcode": "GOG Code (BreakOut)",
+          "item_type": "Item Type",
+          "item_type_gog": "GOG",
+          "item_type_paint": "Paint Materials",
+          "item_type_freight": "Freight",
+          "taxable_flag": "Taxable?",
+          "taxable": "Taxable",
+          "nontaxable": "Non-taxable",
           "ap": "Accounts Payable",
           "ar": "Accounts Receivable",
           "ats": "ATS",
@@ -688,6 +696,7 @@
             "payers": "Payers"
           },
           "cdk_dealerid": "CDK Dealer ID",
+          "rr_dealerid": "Reynolds Store Number",
           "costsmapping": "Costs Mapping",
           "dms_allocations": "DMS Allocations",
           "pbs_serialnumber": "PBS Serial Number",
@@ -1035,7 +1044,7 @@
         "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."
       },
       "labels": {
-        "refreshallocations": "Refresh to see DMS Allocataions."
+        "refreshallocations": "Refresh to see DMS Allocations."
       }
     },
     "documents": {
@@ -1212,6 +1221,8 @@
     },
     "general": {
       "actions": {
+        "select": "Select",
+        "optional": "Optional",
         "add": "Add",
         "autoupdate": "{{app}} will automatically update in {{time}} seconds. Please save all changes.",
         "calculate": "Calculate",
@@ -1678,6 +1689,7 @@
         "actual_delivery": "Actual Delivery",
         "actual_in": "Actual In",
         "acv_amount": "ACV Amount",
+        "admin_clerk": "Admin Clerk",
         "adjustment_bottom_line": "Adjustments",
         "adjustmenthours": "Adjustment Hours",
         "alt_transport": "Alt. Trans.",
@@ -1776,6 +1788,8 @@
           "id": "DMS ID",
           "inservicedate": "In Service Date",
           "journal": "Journal #",
+          "make_override": "Make Override",
+          "advisor": "Advisor #",
           "lines": "Posting Lines",
           "name1": "Customer Name",
           "payer": {
@@ -1783,7 +1797,8 @@
             "control_type": "Control Type",
             "controlnumber": "Control Number",
             "dms_acctnumber": "DMS Account #",
-            "name": "Payer Name"
+            "name": "Payer Name",
+            "payer_type": "Payer"
           },
           "sale": "Sale",
           "sale_dms_acctnumber": "Sale DMS Acct #",
@@ -1850,7 +1865,7 @@
         "loss_of_use": "Loss of Use",
         "lost_sale_reason": "Lost Sale Reason",
         "ma2s": "2 Stage Paint",
-        "ma3s": "3 Stage Pain",
+        "ma3s": "3 Stage Paint",
         "mabl": "MABL?",
         "macs": "MACS?",
         "mahw": "Hazardous Waste",
@@ -3208,6 +3223,7 @@
         "parts_not_recieved_vendor": "Parts Not Received by Vendor",
         "parts_received_not_scheduled": "Parts Received for Jobs Not Scheduled",
         "payments_by_date": "Payments by Date",
+        "payments_by_date_excel": "Payments by Date - Excel",
         "payments_by_date_payment": "Payments by Date and Payment Type",
         "payments_by_date_type": "Payments by Date and Customer Type",
         "production_by_category": "Production by Category",

client/src/translations/es/common.json

@@ -558,6 +558,14 @@
         "responsibilitycenter_tax_tier": "",
         "responsibilitycenter_tax_type": "",
         "responsibilitycenters": {
+          "gogcode": "",
+          "item_type": "Item Type",
+          "item_type_gog": "",
+          "item_type_paint": "",
+          "item_type_freight": "",
+          "taxable_flag": "",
+          "taxable": "",
+          "nontaxable": "",
           "ap": "",
           "ar": "",
           "ats": "",
@@ -688,6 +696,7 @@
             "payers": ""
           },
           "cdk_dealerid": "",
+          "rr_dealerid": "",
           "costsmapping": "",
           "dms_allocations": "",
           "pbs_serialnumber": "",
@@ -1679,6 +1688,7 @@
         "actual_in": "Real en",
         "acv_amount": "",
         "adjustment_bottom_line": "Ajustes",
+        "admin_clerk": "",
         "adjustmenthours": "",
         "alt_transport": "",
         "area_of_damage_impact": {
@@ -1771,6 +1781,8 @@
           "dms_make": "",
           "dms_model": "",
           "dms_model_override": "",
+          "make_override": "",
+          "advisor": "",
           "dms_unsold": "",
           "dms_wip_acctnumber": "",
           "id": "",
@@ -3208,6 +3220,7 @@
         "parts_not_recieved_vendor": "",
         "parts_received_not_scheduled": "",
         "payments_by_date": "",
+        "payments_by_date_excel": "",
         "payments_by_date_payment": "",
         "payments_by_date_type": "",
         "production_by_category": "",

client/src/translations/fr/common.json

@@ -558,6 +558,14 @@
         "responsibilitycenter_tax_tier": "",
         "responsibilitycenter_tax_type": "",
         "responsibilitycenters": {
+          "gogcode": "",
+          "item_type": "Item Type",
+          "item_type_gog": "",
+          "item_type_paint": "",
+          "item_type_freight": "",
+          "taxable_flag": "",
+          "taxable": "",
+          "nontaxable": "",
           "ap": "",
           "ar": "",
           "ats": "",
@@ -688,6 +696,7 @@
             "payers": ""
           },
           "cdk_dealerid": "",
+          "rr_dealerid": "",
           "costsmapping": "",
           "dms_allocations": "",
           "pbs_serialnumber": "",
@@ -1678,6 +1687,7 @@
         "actual_delivery": "Livraison réelle",
         "actual_in": "En réel",
         "acv_amount": "",
+        "admin_clerk": "",
         "adjustment_bottom_line": "Ajustements",
         "adjustmenthours": "",
         "alt_transport": "",
@@ -1771,6 +1781,8 @@
           "dms_make": "",
           "dms_model": "",
           "dms_model_override": "",
+          "make_override": "",
+          "advisor": "",
           "dms_unsold": "",
           "dms_wip_acctnumber": "",
           "id": "",
@@ -3208,6 +3220,7 @@
         "parts_not_recieved_vendor": "",
         "parts_received_not_scheduled": "",
         "payments_by_date": "",
+        "payments_by_date_excel": "",
         "payments_by_date_payment": "",
         "payments_by_date_type": "",
         "production_by_category": "",

client/src/utils/TemplateConstants.js

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

client/src/utils/dmsUtils.js

@@ -0,0 +1,72 @@
+/**
+ * DMS type mapping constants.
+ * CAREFUL: the values here are used as canonical "mode" strings elsewhere in the app.
+ * @type {{reynolds: string, cdk: string, pbs: string, fortellis: string}}
+ */
+export const DMS_MAP = {
+  reynolds: "rr",
+  cdk: "cdk",
+  pbs: "pbs",
+  fortellis: "fortellis"
+};
+
+/**
+ * Determines the DMS type for a given bodyshop object.
+ * @param bodyshop
+ * @returns {*|string}
+ */
+export const determineDMSTypeByBodyshop = (bodyshop) => {
+  const dmsMapping = {
+    cdk_dealerid: DMS_MAP.cdk,
+    pbs_serialnumber: DMS_MAP.pbs,
+    rr_dealerid: DMS_MAP.reynolds
+  };
+
+  return Object.keys(dmsMapping).find((key) => bodyshop[key])
+    ? dmsMapping[Object.keys(dmsMapping).find((key) => bodyshop[key])]
+    : DMS_MAP.pbs;
+};
+
+/**
+ * Determines the translation key for a given DMS type.
+ * @param dmsType
+ * @returns {*|string}
+ */
+export const determineDmsTypeTranslationKey = (dmsType) => {
+  const dmsTypeMapping = {
+    [DMS_MAP.cdk]: "bodyshop.labels.dms.cdk",
+    [DMS_MAP.pbs]: "bodyshop.labels.dms.pbs",
+    [DMS_MAP.reynolds]: "bodyshop.labels.dms.rr"
+  };
+
+  return dmsTypeMapping[dmsType] || dmsTypeMapping[DMS_MAP.pbs];
+};
+
+/**
+ * Returns a normalized "mode" we can switch on:
+ * @param bodyshop
+ * @param fortellisTreatment
+ * @returns {*|string|string}
+ */
+export const getDmsMode = (bodyshop, fortellisTreatment) => {
+  const base = determineDMSTypeByBodyshop(bodyshop); // "rr" | "cdk" | "pbs" | undefined
+  if (base === DMS_MAP.cdk && fortellisTreatment === "on") return DMS_MAP.fortellis;
+  return base ?? "none";
+};
+
+/**
+ * Checks if the DMS mode uses WSS.
+ * @param mode
+ * @returns {boolean}
+ */
+export const isWssMode = (mode) => {
+  return mode === DMS_MAP.reynolds || mode === DMS_MAP.fortellis;
+};
+
+/**
+ * Checks if the bodyshop has any DMS key configured.
+ * @param bodyshop
+ * @returns {*|string}
+ */
+export const bodyshopHasDmsKey = (bodyshop) =>
+  bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || bodyshop.rr_dealerid;

client/src/utils/legacySocket.js

@@ -0,0 +1,16 @@
+// client/src/utils/legacySocket.js
+import SocketIO from "socket.io-client";
+import { auth } from "../firebase/firebase.utils";
+
+// Create once, reuse everywhere.
+const legacySocket = SocketIO(import.meta.env.PROD ? import.meta.env.VITE_APP_AXIOS_BASE_API_URL : "", {
+  path: "/ws",
+  withCredentials: true,
+  autoConnect: false,
+  auth: async (callback) => {
+    const token = auth.currentUser && (await auth.currentUser.getIdToken());
+    callback({ token });
+  }
+});
+
+export default legacySocket;

hasura/metadata/tables.yaml

@@ -3615,6 +3615,7 @@
           - adj_strdis
           - adj_towdis
           - adjustment_bottom_line
+          - admin_clerk
           - agt_addr1
           - agt_addr2
           - agt_city
@@ -3890,6 +3891,7 @@
           - adj_strdis
           - adj_towdis
           - adjustment_bottom_line
+          - admin_clerk
           - agt_addr1
           - agt_addr2
           - agt_city
@@ -4178,6 +4180,7 @@
           - adj_strdis
           - adj_towdis
           - adjustment_bottom_line
+          - admin_clerk
           - agt_addr1
           - agt_addr2
           - agt_city
@@ -4705,6 +4708,34 @@
           - key
           - value
         filter: {}
+- table:
+    name: media_analytics
+    schema: public
+  object_relationships:
+    - name: bodyshop
+      using:
+        foreign_key_constraint_on: bodyshopid
+  array_relationships:
+    - name: media_analytics_details
+      using:
+        foreign_key_constraint_on:
+          column: media_analytics_id
+          table:
+            name: media_analytics_detail
+            schema: public
+- table:
+    name: media_analytics_detail
+    schema: public
+  object_relationships:
+    - name: bodyshop
+      using:
+        foreign_key_constraint_on: bodyshopid
+    - name: job
+      using:
+        foreign_key_constraint_on: jobid
+    - name: media_analytic
+      using:
+        foreign_key_constraint_on: media_analytics_id
 - table:
     name: messages
     schema: public

hasura/migrations/1762378985244_create_table_public_media_analytics/down.sql

@@ -0,0 +1 @@
+DROP TABLE "public"."media_analytics";

hasura/migrations/1762378985244_create_table_public_media_analytics/up.sql

@@ -0,0 +1,18 @@
+CREATE TABLE "public"."media_analytics" ("id" uuid NOT NULL DEFAULT gen_random_uuid(), "created_at" timestamptz NOT NULL DEFAULT now(), "updated_at" timestamptz NOT NULL DEFAULT now(), "bodyshopid" uuid NOT NULL, "total_jobs" integer NOT NULL DEFAULT 0, "total_documents" integer NOT NULL DEFAULT 0, "file_type_stats" jsonb NOT NULL DEFAULT jsonb_build_object(), PRIMARY KEY ("id") , FOREIGN KEY ("bodyshopid") REFERENCES "public"."bodyshops"("id") ON UPDATE restrict ON DELETE restrict);COMMENT ON TABLE "public"."media_analytics" IS E'LMS Media Analytics';
+CREATE OR REPLACE FUNCTION "public"."set_current_timestamp_updated_at"()
+RETURNS TRIGGER AS $$
+DECLARE
+  _new record;
+BEGIN
+  _new := NEW;
+  _new."updated_at" = NOW();
+  RETURN _new;
+END;
+$$ LANGUAGE plpgsql;
+CREATE TRIGGER "set_public_media_analytics_updated_at"
+BEFORE UPDATE ON "public"."media_analytics"
+FOR EACH ROW
+EXECUTE PROCEDURE "public"."set_current_timestamp_updated_at"();
+COMMENT ON TRIGGER "set_public_media_analytics_updated_at" ON "public"."media_analytics"
+IS 'trigger to set value of column "updated_at" to current timestamp on row update';
+CREATE EXTENSION IF NOT EXISTS pgcrypto;

hasura/migrations/1762380389542_create_table_public_media_analytics_detail/down.sql

@@ -0,0 +1 @@
+DROP TABLE "public"."media_analytics_detail";

hasura/migrations/1762380389542_create_table_public_media_analytics_detail/up.sql

@@ -0,0 +1,2 @@
+CREATE TABLE "public"."media_analytics_detail" ("id" uuid NOT NULL DEFAULT gen_random_uuid(), "created_at" timestamptz NOT NULL DEFAULT now(), "media_analytics_id" uuid NOT NULL, "jobid" uuid NOT NULL, "bodyshopid" uuid NOT NULL, "document_count" integer NOT NULL, "total_size_bytes" integer NOT NULL, "file_type_stats" jsonb NOT NULL DEFAULT jsonb_build_object(), PRIMARY KEY ("id") , FOREIGN KEY ("media_analytics_id") REFERENCES "public"."media_analytics"("id") ON UPDATE restrict ON DELETE restrict, FOREIGN KEY ("jobid") REFERENCES "public"."jobs"("id") ON UPDATE restrict ON DELETE restrict, FOREIGN KEY ("bodyshopid") REFERENCES "public"."bodyshops"("id") ON UPDATE restrict ON DELETE restrict);
+CREATE EXTENSION IF NOT EXISTS pgcrypto;

hasura/migrations/1762393769918_alter_table_public_jobs_add_column_admin_clerk/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 "admin_clerk" text
+--  null;

hasura/migrations/1762393769918_alter_table_public_jobs_add_column_admin_clerk/up.sql

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

hasura/migrations/1762461945311_alter_table_public_media_analytics_add_column_total_size_bytes/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."media_analytics" add column "total_size_bytes" integer
+--  null;

hasura/migrations/1762461945311_alter_table_public_media_analytics_add_column_total_size_bytes/up.sql

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

hasura/migrations/1762461962953_alter_table_public_media_analytics_add_column_total_size_mb/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."media_analytics" add column "total_size_mb" numeric
+--  null;

hasura/migrations/1762461962953_alter_table_public_media_analytics_add_column_total_size_mb/up.sql

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

hasura/migrations/1762464155142_alter_table_public_media_analytics_detail_add_column_total_size_mb/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."media_analytics_detail" add column "total_size_mb" numeric
+--  null;

hasura/migrations/1762464155142_alter_table_public_media_analytics_detail_add_column_total_size_mb/up.sql

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

hasura/migrations/1762464955745_alter_table_public_media_analytics_detail_alter_column_jobid/down.sql

@@ -0,0 +1 @@
+alter table "public"."media_analytics_detail" alter column "jobid" set not null;

hasura/migrations/1762464955745_alter_table_public_media_analytics_detail_alter_column_jobid/up.sql

@@ -0,0 +1 @@
+alter table "public"."media_analytics_detail" alter column "jobid" drop not null;

hasura/migrations/1762546299465_alter_table_public_media_analytics_alter_column_total_size_bytes/down.sql

@@ -0,0 +1 @@
+ALTER TABLE "public"."media_analytics" ALTER COLUMN "total_size_bytes" TYPE integer;

hasura/migrations/1762546299465_alter_table_public_media_analytics_alter_column_total_size_bytes/up.sql

@@ -0,0 +1 @@
+ALTER TABLE "public"."media_analytics" ALTER COLUMN "total_size_bytes" TYPE numeric;

hasura/migrations/1762546323722_alter_table_public_media_analytics_detail_alter_column_total_size_bytes/down.sql

@@ -0,0 +1 @@
+ALTER TABLE "public"."media_analytics_detail" ALTER COLUMN "total_size_bytes" TYPE integer;

hasura/migrations/1762546323722_alter_table_public_media_analytics_detail_alter_column_total_size_bytes/up.sql

@@ -0,0 +1 @@
+ALTER TABLE "public"."media_analytics_detail" ALTER COLUMN "total_size_bytes" TYPE numeric;

hasura/migrations/1762815418708_set_fk_public_media_analytics_detail_jobid/down.sql

@@ -0,0 +1,5 @@
+alter table "public"."media_analytics_detail" drop constraint "media_analytics_detail_jobid_fkey",
+  add constraint "media_analytics_detail_jobid_fkey"
+  foreign key ("jobid")
+  references "public"."jobs"
+  ("id") on update restrict on delete restrict;

hasura/migrations/1762815418708_set_fk_public_media_analytics_detail_jobid/up.sql

@@ -0,0 +1,5 @@
+alter table "public"."media_analytics_detail" drop constraint "media_analytics_detail_jobid_fkey",
+  add constraint "media_analytics_detail_jobid_fkey"
+  foreign key ("jobid")
+  references "public"."jobs"
+  ("id") on update set null on delete set null;

hasura/migrations/1762816491980_media_analytics_fk_trigger/down.sql

@@ -0,0 +1,23 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- CREATE OR REPLACE FUNCTION set_fk_to_null_if_invalid_media_analytics()
+-- RETURNS TRIGGER AS $$
+-- BEGIN
+--     -- Check if the foreign key value is not NULL
+--     IF NEW.jobid IS NOT NULL THEN
+--         -- Check if the corresponding record exists in the parent table
+--         IF NOT EXISTS (SELECT 1 FROM jobs WHERE id = NEW.jobid) THEN
+--             -- If it doesn't exist, set the foreign key to NULL
+--             NEW.jobid = NULL;
+--         END IF;
+--     END IF;
+--
+--     -- Return the (potentially modified) record to be inserted/updated
+--     RETURN NEW;
+-- END;
+-- $$ LANGUAGE plpgsql;
+--
+-- CREATE TRIGGER media_analytics_fk_null
+-- BEFORE INSERT OR UPDATE ON media_analytics_detail
+-- FOR EACH ROW
+-- EXECUTE FUNCTION set_fk_to_null_if_invalid_media_analytics();

hasura/migrations/1762816491980_media_analytics_fk_trigger/up.sql

@@ -0,0 +1,21 @@
+CREATE OR REPLACE FUNCTION set_fk_to_null_if_invalid_media_analytics()
+RETURNS TRIGGER AS $$
+BEGIN
+    -- Check if the foreign key value is not NULL
+    IF NEW.jobid IS NOT NULL THEN
+        -- Check if the corresponding record exists in the parent table
+        IF NOT EXISTS (SELECT 1 FROM jobs WHERE id = NEW.jobid) THEN
+            -- If it doesn't exist, set the foreign key to NULL
+            NEW.jobid = NULL;
+        END IF;
+    END IF;
+    
+    -- Return the (potentially modified) record to be inserted/updated
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE TRIGGER media_analytics_fk_null
+BEFORE INSERT OR UPDATE ON media_analytics_detail
+FOR EACH ROW
+EXECUTE FUNCTION set_fk_to_null_if_invalid_media_analytics();

hasura/migrations/1762823244230_create_index_media_analytics_detail_bodyshopid/down.sql

@@ -0,0 +1 @@
+DROP INDEX IF EXISTS "public"."media_analytics_detail_bodyshopid";

hasura/migrations/1762823244230_create_index_media_analytics_detail_bodyshopid/up.sql

@@ -0,0 +1,2 @@
+CREATE  INDEX "media_analytics_detail_bodyshopid" on
+  "public"."media_analytics_detail" using btree ("bodyshopid");

hasura/migrations/1762823258200_create_index_media_analytics_detail_jobid/down.sql

@@ -0,0 +1 @@
+DROP INDEX IF EXISTS "public"."media_analytics_detail_jobid";

hasura/migrations/1762823258200_create_index_media_analytics_detail_jobid/up.sql

@@ -0,0 +1,2 @@
+CREATE  INDEX "media_analytics_detail_jobid" on
+  "public"."media_analytics_detail" using btree ("jobid");

hasura/migrations/1762823298618_create_index_media_analytics_detail_media_analytics/down.sql

@@ -0,0 +1 @@
+DROP INDEX IF EXISTS "public"."media_analytics_detail_media_analytics";

hasura/migrations/1762823298618_create_index_media_analytics_detail_media_analytics/up.sql

@@ -0,0 +1,2 @@
+CREATE  INDEX "media_analytics_detail_media_analytics" on
+  "public"."media_analytics_detail" using btree ("media_analytics_id");

hasura/migrations/1763425916748_alter_table_public_media_analytics_add_column_unique_documents/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."media_analytics" add column "unique_documents" numeric
+--  null;

hasura/migrations/1763425916748_alter_table_public_media_analytics_add_column_unique_documents/up.sql

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

hasura/migrations/1763425927136_alter_table_public_media_analytics_add_column_duplicate_documents/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."media_analytics" add column "duplicate_documents" numeric
+--  null;

hasura/migrations/1763425927136_alter_table_public_media_analytics_add_column_duplicate_documents/up.sql

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

hasura/migrations/1763425947348_alter_table_public_media_analytics_detail_add_column_unique_documents/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."media_analytics_detail" add column "unique_documents" numeric
+--  null;

hasura/migrations/1763425947348_alter_table_public_media_analytics_detail_add_column_unique_documents/up.sql

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

hasura/migrations/1763425960252_alter_table_public_media_analytics_detail_add_column_duplicate_documents/down.sql

@@ -0,0 +1,4 @@
+-- Could not auto-generate a down migration.
+-- Please write an appropriate down migration for the SQL below:
+-- alter table "public"."media_analytics_detail" add column "duplicate_documents" numeric
+--  null;

hasura/migrations/1763425960252_alter_table_public_media_analytics_detail_add_column_duplicate_documents/up.sql

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

hasura/migrations/1763426307543_alter_table_public_media_analytics_detail_alter_column_unique_documents/down.sql

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

hasura/migrations/1763426307543_alter_table_public_media_analytics_detail_alter_column_unique_documents/up.sql

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