IO-3576 Fortellis Refetch Make Model

Signed-off-by: Allan Carr <allan@imexsystems.ca>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -208,8 +208,18 @@ export default function RRPostForm({
     });
   };
 
+  // Check if early RO was created (job has all early RO fields)
+  const hasEarlyRO = !!(job?.dms_id && job?.dms_customer_id && job?.dms_advisor_id);
+
   return (
     <Card title={t("jobs.labels.dms.postingform")}>
+      {hasEarlyRO && (
+        <Typography.Paragraph type="success" strong style={{ marginBottom: 16 }}>
+          ✅ {t("jobs.labels.dms.earlyro.created")} {job.dms_id}
+          <br />
+          <Typography.Text type="secondary">{t("jobs.labels.dms.earlyro.willupdate")}</Typography.Text>
+        </Typography.Paragraph>
+      )}
       <Form
         form={form}
         layout="vertical"
@@ -218,96 +228,96 @@ export default function RRPostForm({
         initialValues={initialValues}
       >
         <Row gutter={[16, 12]} align="bottom">
-          {/* Advisor + inline Refresh */}
-          <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>
-
-          {/* RR OpCode (prefix / base / suffix) */}
-          <Col xs={24} sm={12} md={12} lg={8}>
-            <Form.Item
-              required
-              label={
-                <Space size="small" align="center">
-                  {t("jobs.fields.dms.rr_opcode", "RR OpCode")}
-                  {isCustomOpCode && (
+          {/* Advisor + inline Refresh - Only show if no early RO */}
+          {!hasEarlyRO && (
+            <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
-                      type="link"
-                      size="small"
-                      icon={<RollbackOutlined />}
-                      onClick={handleResetOpCode}
-                      style={{ padding: 0 }}
-                    >
-                      {t("jobs.fields.dms.rr_opcode_reset", "Reset")}
-                    </Button>
-                  )}
-                </Space>
-              }
-            >
-              <Space.Compact block>
-                <Form.Item name="opPrefix" noStyle>
-                  <Input
-                    allowClear
-                    maxLength={4}
-                    style={{ width: "30%" }}
-                    placeholder={t("jobs.fields.dms.rr_opcode_prefix", "Prefix")}
-                  />
-                </Form.Item>
-                <Form.Item
-                  name="opBase"
-                  noStyle
-                  rules={[{ required: true, message: t("general.validation.required") }]}
-                >
-                  <Input
-                    allowClear
-                    maxLength={10}
-                    style={{ width: "40%" }}
-                    placeholder={t("jobs.fields.dms.rr_opcode_base", "Base")}
-                  />
-                </Form.Item>
-                <Form.Item name="opSuffix" noStyle>
-                  <Input
-                    allowClear
-                    maxLength={4}
-                    style={{ width: "30%" }}
-                    placeholder={t("jobs.fields.dms.rr_opcode_suffix", "Suffix")}
-                  />
-                </Form.Item>
-              </Space.Compact>
-            </Form.Item>
-          </Col>
+                      aria-label={t("general.actions.refresh")}
+                      icon={<ReloadOutlined />}
+                      onClick={() => fetchRrAdvisors(true)}
+                      loading={advLoading}
+                    />
+                  </Tooltip>
+                </Space.Compact>
+              </Form.Item>
+            </Col>
+          )}
+
+          {/* RR OpCode (prefix / base / suffix) - Only show if no early RO */}
+          {!hasEarlyRO && (
+            <Col xs={24} sm={12} md={12} lg={8}>
+              <Form.Item
+                required
+                label={
+                  <Space size="small" align="center">
+                    {t("jobs.fields.dms.rr_opcode", "RR OpCode")}
+                    {isCustomOpCode && (
+                      <Button
+                        type="link"
+                        size="small"
+                        icon={<RollbackOutlined />}
+                        onClick={handleResetOpCode}
+                        style={{ padding: 0 }}
+                      >
+                        {t("jobs.fields.dms.rr_opcode_reset", "Reset")}
+                      </Button>
+                    )}
+                  </Space>
+                }
+              >
+                <Space.Compact block>
+                  <Form.Item name="opPrefix" noStyle>
+                    <Input
+                      allowClear
+                      maxLength={4}
+                      style={{ width: "30%" }}
+                      placeholder={t("jobs.fields.dms.rr_opcode_prefix", "Prefix")}
+                    />
+                  </Form.Item>
+                  <Form.Item name="opBase" noStyle rules={[{ required: true }]}>
+                    <Input
+                      allowClear
+                      maxLength={10}
+                      style={{ width: "40%" }}
+                      placeholder={t("jobs.fields.dms.rr_opcode_base", "Base")}
+                    />
+                  </Form.Item>
+                  <Form.Item name="opSuffix" noStyle>
+                    <Input
+                      allowClear
+                      maxLength={4}
+                      style={{ width: "30%" }}
+                      placeholder={t("jobs.fields.dms.rr_opcode_suffix", "Suffix")}
+                    />
+                  </Form.Item>
+                </Space.Compact>
+              </Form.Item>
+            </Col>
+          )}
 
           <Col xs={12} sm={8} md={6} lg={4}>
             <Form.Item name="kmin" label={t("jobs.fields.kmin")} initialValue={job?.kmin} rules={[{ required: true }]}>
@@ -355,13 +365,14 @@ export default function RRPostForm({
         {/* Validation  */}
         <Form.Item shouldUpdate>
           {() => {
-            const advisorOk = !!form.getFieldValue("advisorNo");
+            // When early RO exists, advisor is already set, so we don't need to validate it
+            const advisorOk = hasEarlyRO ? true : !!form.getFieldValue("advisorNo");
             return (
               <Space size="large" wrap align="center">
                 <Statistic title={t("jobs.labels.subtotal")} value={totals.totalSale.toFormat()} />
                 <Typography.Title>=</Typography.Title>
-                <Button disabled={!advisorOk} htmlType="submit">
-                  {t("jobs.actions.dms.post")}
+                <Button disabled={!advisorOk} htmlType="submit" type={hasEarlyRO ? "default" : "primary"}>
+                  {hasEarlyRO ? t("jobs.actions.dms.update_ro") : t("jobs.actions.dms.post")}
                 </Button>
               </Space>
             );

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

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

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

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

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

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

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

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

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

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

client/src/graphql/jobs.queries.js

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

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

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

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

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

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

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

client/src/translations/en_us/common.json

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

client/src/translations/es/common.json

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

client/src/translations/fr/common.json

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

client/src/utils/graphQLmodifier.js

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

hasura/metadata/tables.yaml

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

hasura/migrations/1770837989352_alter_table_public_jobs_add_column_dms_customer_id/down.sql

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

hasura/migrations/1770837989352_alter_table_public_jobs_add_column_dms_customer_id/up.sql

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

hasura/migrations/1770838205706_alter_table_public_jobs_add_column_dms_advisor_id/down.sql

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

hasura/migrations/1770838205706_alter_table_public_jobs_add_column_dms_advisor_id/up.sql

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

server/data/autohouse.js

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

server/data/kaizen.js

@@ -264,29 +264,30 @@ const CreateRepairOrderTag = (job, errorCallback) => {
         }${job.est_ct_fn ? job.est_ct_fn : ""}`
       },
       Dates: {
-        DateEstimated: (job.date_estimated && moment(job.date_estimated).format(DateFormat)) || "",
-        DateOpened: (job.date_opened && moment(job.date_opened).format(DateFormat)) || "",
-        DateScheduled:
-          (job.scheduled_in && moment(job.scheduled_in).tz(job.bodyshop.timezone).format(DateFormat)) || "",
-        DateArrived: (job.actual_in && moment(job.actual_in).tz(job.bodyshop.timezone).format(DateFormat)) || "",
+        DateEstimated: job.date_estimated ? moment(job.date_estimated).format(DateFormat) : "",
+        DateOpened: job.date_open ? moment(job.date_open).tz(job.bodyshop.timezone).format(DateFormat) : "",
+        DateScheduled: job.scheduled_in ? moment(job.scheduled_in).tz(job.bodyshop.timezone).format(DateFormat) : "",
+        DateArrived: job.actual_in ? moment(job.actual_in).tz(job.bodyshop.timezone).format(DateFormat) : "",
         DateStart: job.date_repairstarted
-          ? (job.date_repairstarted && moment(job.date_repairstarted).tz(job.bodyshop.timezone).format(DateFormat)) ||
-            ""
-          : (job.actual_in && moment(job.actual_in).tz(job.bodyshop.timezone).format(DateFormat)) || "",
-        DateScheduledCompletion:
-          (job.scheduled_completion && moment(job.scheduled_completion).tz(job.bodyshop.timezone).format(DateFormat)) ||
-          "",
-        DateCompleted:
-          (job.actual_completion && moment(job.actual_completion).tz(job.bodyshop.timezone).format(DateFormat)) || "",
-        DateScheduledDelivery:
-          (job.scheduled_delivery && moment(job.scheduled_delivery).tz(job.bodyshop.timezone).format(DateFormat)) || "",
-        DateDelivered:
-          (job.actual_delivery && moment(job.actual_delivery).tz(job.bodyshop.timezone).format(DateFormat)) || "",
-        DateInvoiced:
-          (job.date_invoiced && moment(job.date_invoiced).tz(job.bodyshop.timezone).format(DateFormat)) || "",
-        DateExported:
-          (job.date_exported && moment(job.date_exported).tz(job.bodyshop.timezone).format(DateFormat)) || "",
-        DateVoid: (job.date_void && moment(job.date_void).tz(job.bodyshop.timezone).format(DateFormat)) || ""
+          ? moment(job.date_repairstarted).tz(job.bodyshop.timezone).format(DateFormat)
+          : job.actual_in
+            ? moment(job.actual_in).tz(job.bodyshop.timezone).format(DateFormat)
+            : "",
+        DateScheduledCompletion: job.scheduled_completion
+          ? moment(job.scheduled_completion).tz(job.bodyshop.timezone).format(DateFormat)
+          : "",
+        DateCompleted: job.actual_completion
+          ? moment(job.actual_completion).tz(job.bodyshop.timezone).format(DateFormat)
+          : "",
+        DateScheduledDelivery: job.scheduled_delivery
+          ? moment(job.scheduled_delivery).tz(job.bodyshop.timezone).format(DateFormat)
+          : "",
+        DateDelivered: job.actual_delivery
+          ? moment(job.actual_delivery).tz(job.bodyshop.timezone).format(DateFormat)
+          : "",
+        DateInvoiced: job.date_invoiced ? moment(job.date_invoiced).tz(job.bodyshop.timezone).format(DateFormat) : "",
+        DateExported: job.date_exported ? moment(job.date_exported).tz(job.bodyshop.timezone).format(DateFormat) : "",
+        DateVoid: job.date_void ? moment(job.date_void).tz(job.bodyshop.timezone).format(DateFormat) : ""
       },
       JobLineDetails: (function () {
         const joblineSource = Array.isArray(job.joblines) ? job.joblines : job.joblines ? [job.joblines] : [];

server/fortellis/fortellis-helpers.js

@@ -235,18 +235,6 @@ async function MakeFortellisCall({
     //   jobid: socket?.recordid
     // });
 
-    if (result.data.checkStatusAfterSeconds) {
-      return DelayedCallback({
-        delayMeta: result.data,
-        access_token,
-        SubscriptionID: SubscriptionMeta.subscriptionId,
-        ReqId,
-        departmentIds: DepartmentId
-      });
-    }
-
-
-
     logger.log(
       "fortellis-log-event-json",
       "DEBUG",
@@ -261,6 +249,18 @@ async function MakeFortellisCall({
       },
     );
 
+    if (result.data.checkStatusAfterSeconds) {
+      return DelayedCallback({
+        delayMeta: result.data,
+        access_token,
+        SubscriptionID: SubscriptionMeta.subscriptionId,
+        ReqId,
+        departmentIds: DepartmentId,
+        jobid,
+        socket
+      });
+    }
+
     return result.data;
   } catch (error) {
     const errorDetails = {
@@ -310,7 +310,7 @@ async function MakeFortellisCall({
 //Some Fortellis calls return a batch result that isn't ready immediately.
 //This function will check the status of the call and wait until it is ready.
 //It will try 5 times before giving up.
-async function DelayedCallback({ delayMeta, access_token, SubscriptionID, ReqId, departmentIds }) {
+async function DelayedCallback({ delayMeta, access_token, SubscriptionID, ReqId, departmentIds, jobid, socket }) {
   for (let index = 0; index < 5; index++) {
     await sleep(delayMeta.checkStatusAfterSeconds * 1000);
     //Check to see if the call is ready.
@@ -334,6 +334,19 @@ async function DelayedCallback({ delayMeta, access_token, SubscriptionID, ReqId,
           //"Department-Id": departmentIds[0].id
         }
       });
+      logger.log(
+      "fortellis-log-event-json-DelayedCallback",
+      "DEBUG",
+      socket?.user?.email,
+      jobid,
+      {
+        requestcurl: batchResult.config.curlCommand,
+        reqid: batchResult.config.headers["Request-Id"] || null,
+        subscriptionId: batchResult.config.headers["Subscription-Id"] || null,
+        resultdata: batchResult.data,
+        resultStatus: batchResult.status
+      },
+    );
       // await writeFortellisLogToFile({
       //   timestamp: new Date().toISOString(),
       //   reqId: ReqId,

server/fortellis/fortellis.js

@@ -198,7 +198,7 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
       );
       const existingCustomerInDMSCustList = DMSCustList.find((c) => c.customerId === selectedCustomerId);
       DMSCust = existingCustomerInDMSCustList || {
-        customerId: selectedCustomerId //This is the fall back in case it is the generic customer. 
+        customerId: selectedCustomerId //This is the fall back in case it is the generic customer.
       };
       await setSessionTransactionData(
         socket.id,
@@ -207,8 +207,6 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
         DMSCust,
         defaultFortellisTTL
       );
-
-
     } else {
       CreateFortellisLogEvent(socket, "DEBUG", `{3.2} Creating new customer.`);
       const DMSCustomerInsertResponse = await InsertDmsCustomer({ socket, redisHelpers, JobData });
@@ -227,14 +225,10 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
       CreateFortellisLogEvent(socket, "DEBUG", `{4.1} Inserting new vehicle with ID: ID ${DMSVid.vehiclesVehId}`);
       DMSVeh = await InsertDmsVehicle({ socket, redisHelpers, JobData, txEnvelope, DMSVid, DMSCust });
     } else {
-      DMSVeh = await getSessionTransactionData(
-        socket.id,
-        getTransactionType(jobid),
-        FortellisCacheEnums.DMSVeh
-      )
+      DMSVeh = await getSessionTransactionData(socket.id, getTransactionType(jobid), FortellisCacheEnums.DMSVeh);
       CreateFortellisLogEvent(socket, "DEBUG", `{4.3} Updating Existing Vehicle to associate to owner.`);
 
-      //Check to see if the vehicle needs to be updated - i.e. the owner is not the selected customer. 
+      //Check to see if the vehicle needs to be updated - i.e. the owner is not the selected customer.
       if (!DMSVeh?.owners.find((o) => o.id.value === DMSCust.customerId && o.id.assigningPartyId === "CURRENT")) {
         DMSVeh = await UpdateDmsVehicle({
           socket,
@@ -271,7 +265,11 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
 
     if (DMSTransHeader.rtnCode === "0") {
       try {
-        CreateFortellisLogEvent(socket, "DEBUG", `{6} Attempting to post Transaction with ID ${DMSTransHeader.transID}`);
+        CreateFortellisLogEvent(
+          socket,
+          "DEBUG",
+          `{6} Attempting to post Transaction with ID ${DMSTransHeader.transID}`
+        );
 
         const DmsBatchTxnPost = await PostDmsBatchWip({ socket, redisHelpers, JobData }); // 2 in 1 call that includes a post and the transactions.
         await setSessionTransactionData(
@@ -282,16 +280,14 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
           defaultFortellisTTL
         );
 
-
         if (DmsBatchTxnPost.rtnCode === "0") {
           //TODO: Validate this is a string and not #
           //something
           CreateFortellisLogEvent(socket, "DEBUG", `{6} Successfully posted transaction to DMS.`);
 
-          await MarkJobExported({ socket, jobid: JobData.id, JobData });
+          await MarkJobExported({ socket, jobid: JobData.id, JobData, redisHelpers });
 
           try {
-
             CreateFortellisLogEvent(socket, "DEBUG", `{7} Updating Service Vehicle History.`);
             const DMSVehHistory = await InsertServiceVehicleHistory({ socket, redisHelpers, JobData });
             await setSessionTransactionData(
@@ -302,24 +298,19 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
               defaultFortellisTTL
             );
           } catch (error) {
-
             CreateFortellisLogEvent(socket, "ERROR", `{7.1} Error posting vehicle service history. ${error.message}`);
           }
 
           socket.emit("export-success", JobData.id);
         } else {
-          //There was something wrong. Throw an error to trigger clean up. 
+          //There was something wrong. Throw an error to trigger clean up.
           //throw new Error("Error posting DMS Batch Transaction");
-
         }
-
-
       } catch (error) {
         //Clean up the transaction and insert a faild error code
         // //Get the error code
         CreateFortellisLogEvent(socket, "DEBUG", `{6.1} Getting errors for Transaction ID ${DMSTransHeader.transID}`);
 
-
         const DmsError = await QueryDmsErrWip({ socket, redisHelpers, JobData });
         //   //Delete the transaction
         CreateFortellisLogEvent(socket, "DEBUG", `{6.2} Deleting Transaction ID ${DMSTransHeader.transID}`);
@@ -345,7 +336,11 @@ async function FortellisSelectedCustomer({ socket, redisHelpers, selectedCustome
       stack: error.stack,
       data: error.errorData
     });
-    await InsertFailedExportLog({ socket, JobData, error: error.errorData?.issues || [JSON.stringify(error.errorData)] });
+    await InsertFailedExportLog({
+      socket,
+      JobData,
+      error: error.errorData?.issues || [JSON.stringify(error.errorData)]
+    });
   } finally {
     //Ensure we always insert logEvents
     //GQL to insert logevents.
@@ -374,7 +369,7 @@ async function CalculateDmsVid({ socket, JobData, redisHelpers }) {
       jobid: JobData.id,
       body: {}
     });
-    return result;
+    return Array.isArray(result) ? result.filter((v) => v.vehiclesVehId !== null && v.vehiclesVehId !== "") : [];
   } catch (error) {
     handleFortellisApiError(socket, error, "CalculateDmsVid", {
       vin: JobData.v_vin,
@@ -429,12 +424,12 @@ async function QueryDmsCustomerById({ socket, redisHelpers, JobData, CustomerId
 async function QueryDmsCustomerByName({ socket, redisHelpers, JobData }) {
   const ownerName =
     JobData.ownr_co_nm && JobData.ownr_co_nm.trim() !== ""
-      //? [["firstName", JobData.ownr_co_nm.replace(replaceSpecialRegex, "").toUpperCase()]] // Commented out until we receive direction. 
-      ? [["phone", JobData.ownr_ph1?.replace(replaceSpecialRegex, "")]]
+      ? //? [["firstName", JobData.ownr_co_nm.replace(replaceSpecialRegex, "").toUpperCase()]] // Commented out until we receive direction.
+        [["phone", JobData.ownr_ph1?.replace(/[^0-9]/g, "")]]
       : [
-        ["firstName", JobData.ownr_fn?.replace(replaceSpecialRegex, "").toUpperCase()],
-        ["lastName", JobData.ownr_ln?.replace(replaceSpecialRegex, "").toUpperCase()]
-      ];
+          ["firstName", JobData.ownr_fn?.replace(/[^a-zA-Z0-9]/g, "").toUpperCase()],
+          ["lastName", JobData.ownr_ln?.replace(/[^a-zA-Z0-9]/g, "").toUpperCase()]
+        ];
   try {
     const result = await MakeFortellisCall({
       ...FortellisActions.QueryCustomerByName,
@@ -457,7 +452,7 @@ async function QueryDmsCustomerByName({ socket, redisHelpers, JobData }) {
 
 async function InsertDmsCustomer({ socket, redisHelpers, JobData }) {
   try {
-    const isBusiness = (JobData.ownr_co_nm && JobData.ownr_co_nm.replace(replaceSpecialRegex, "").trim() !== "")
+    const isBusiness = JobData.ownr_co_nm && JobData.ownr_co_nm.replace(replaceSpecialRegex, "").trim() !== "";
     const result = await MakeFortellisCall({
       ...FortellisActions.CreateCustomer,
       headers: {},
@@ -466,21 +461,23 @@ async function InsertDmsCustomer({ socket, redisHelpers, JobData }) {
       jobid: JobData.id,
       body: {
         customerType: isBusiness ? "BUSINESS" : "INDIVIDUAL",
-        ...isBusiness ? {
-          companyName: JobData.ownr_co_nm && JobData.ownr_co_nm.replace(replaceSpecialRegex, "").toUpperCase(),
-          secondaryCustomerName: {
-            //lastName: JobData.ownr_co_nm && JobData.ownr_co_nm.replace(replaceSpecialRegex, "").toUpperCase()
-          }
-        } : {
-          customerName: {
-            //"suffix": "Mr.",
-            firstName: JobData.ownr_fn && JobData.ownr_fn.replace(replaceSpecialRegex, "").toUpperCase(),
-            //"middleName": "",
-            lastName: JobData.ownr_ln && JobData.ownr_ln.replace(replaceSpecialRegex, "").toUpperCase()
-            //"title": "",
-            //"nickName": ""
-          }
-        },
+        ...(isBusiness
+          ? {
+              companyName: JobData.ownr_co_nm && JobData.ownr_co_nm.replace(replaceSpecialRegex, "").toUpperCase(),
+              secondaryCustomerName: {
+                //lastName: JobData.ownr_co_nm && JobData.ownr_co_nm.replace(replaceSpecialRegex, "").toUpperCase()
+              }
+            }
+          : {
+              customerName: {
+                //"suffix": "Mr.",
+                firstName: JobData.ownr_fn && JobData.ownr_fn.replace(/[^a-zA-Z0-9]/g, "").toUpperCase(),
+                //"middleName": "",
+                lastName: JobData.ownr_ln && JobData.ownr_ln.replace(/[^a-zA-Z0-9]/g, "").toUpperCase()
+                //"title": "",
+                //"nickName": ""
+              }
+            }),
         postalAddress: {
           addressLine1: JobData.ownr_addr1?.replace(replaceSpecialRegex, "").trim().toUpperCase(),
           addressLine2: JobData.ownr_addr2?.replace(replaceSpecialRegex, "").trim().toUpperCase(),
@@ -490,7 +487,7 @@ async function InsertDmsCustomer({ socket, redisHelpers, JobData }) {
             rome: JobData.ownr_zip
           }),
           state: JobData.ownr_st?.replace(replaceSpecialRegex, "").trim().toUpperCase(),
-          country: JobData.ownr_ctry?.replace(replaceSpecialRegex, "").trim().toUpperCase(),
+          country: JobData.ownr_ctry?.replace(replaceSpecialRegex, "").trim().toUpperCase()
           //"territory": ""
         },
         // "birthDate": {
@@ -504,7 +501,7 @@ async function InsertDmsCustomer({ socket, redisHelpers, JobData }) {
           phones: [
             {
               //"uuid": "",
-              number: JobData.ownr_ph1?.replace(replaceSpecialRegex, ""),
+              number: JobData.ownr_ph1?.replace(/[^0-9]/g, ""),
               type: "HOME"
               // "doNotCallIndicator": true,
               // "doNotCallIndicatorDate": `null,
@@ -540,18 +537,18 @@ async function InsertDmsCustomer({ socket, redisHelpers, JobData }) {
           emailAddresses: [
             ...(!_.isEmpty(JobData.ownr_ea)
               ? [
-                {
-                  //"uuid": "",
-                  address: JobData.ownr_ea.toUpperCase(),
-                  type: "PERSONAL"
-                  // "doNotEmailSource": "",
-                  // "doNotEmail": false,
-                  // "isPreferred": true,
-                  // "transactionEmailNotificationOptIn": false,
-                  // "optInRequestDate": null,
-                  // "optInDate": null
-                }
-              ]
+                  {
+                    //"uuid": "",
+                    address: JobData.ownr_ea.toUpperCase(),
+                    type: "PERSONAL"
+                    // "doNotEmailSource": "",
+                    // "doNotEmail": false,
+                    // "isPreferred": true,
+                    // "transactionEmailNotificationOptIn": false,
+                    // "optInRequestDate": null,
+                    // "optInDate": null
+                  }
+                ]
               : [])
             // {
             //   "uuid": "",
@@ -691,9 +688,9 @@ async function InsertDmsVehicle({ socket, redisHelpers, JobData, txEnvelope, DMS
               txEnvelope.dms_unsold === true
                 ? ""
                 : moment(txEnvelope.inservicedate)
-                  //.tz(JobData.bodyshop.timezone)
-                  .startOf("day")
-                  .toISOString()
+                    //.tz(JobData.bodyshop.timezone)
+                    .startOf("day")
+                    .toISOString()
           }),
           //"lastServiceDate": "2011-11-23",
           vehicleId: DMSVid.vehiclesVehId
@@ -735,8 +732,8 @@ async function InsertDmsVehicle({ socket, redisHelpers, JobData, txEnvelope, DMS
             txEnvelope.dms_unsold === true
               ? ""
               : moment()
-                // .tz(JobData.bodyshop.timezone)
-                .format("YYYY-MM-DD"),
+                  // .tz(JobData.bodyshop.timezone)
+                  .format("YYYY-MM-DD"),
           // "deliveryMileage": 4,
           // "doorsQuantity": 4,
           // "engineNumber": "",
@@ -753,8 +750,8 @@ async function InsertDmsVehicle({ socket, redisHelpers, JobData, txEnvelope, DMS
               : String(JobData.plate_no).replace(/([^\w]|_)/g, "").length === 0
                 ? null
                 : String(JobData.plate_no)
-                  .replace(/([^\w]|_)/g, "")
-                  .toUpperCase(),
+                    .replace(/([^\w]|_)/g, "")
+                    .toUpperCase(),
           make: txEnvelope.dms_make,
           // "model": "CC10753",
           modelAbrev: txEnvelope.dms_model,
@@ -900,13 +897,13 @@ async function UpdateDmsVehicle({ socket, redisHelpers, JobData, DMSVeh, DMSCust
           },
           ...(oldOwner
             ? [
-              {
-                id: {
-                  assigningPartyId: "PREVIOUS",
-                  value: oldOwner.id.value
+                {
+                  id: {
+                    assigningPartyId: "PREVIOUS",
+                    value: oldOwner.id.value
+                  }
                 }
-              }
-            ]
+              ]
             : [])
         ];
       }
@@ -936,24 +933,24 @@ async function UpdateDmsVehicle({ socket, redisHelpers, JobData, DMSVeh, DMSCust
               txEnvelope.dms_unsold === true
                 ? ""
                 : moment(DMSVehToSend.dealer.inServiceDate || txEnvelope.inservicedate)
-                  // .tz(JobData.bodyshop.timezone)
-                  .toISOString()
+                    // .tz(JobData.bodyshop.timezone)
+                    .toISOString()
           })
         },
         vehicle: {
           ...DMSVehToSend.vehicle,
           ...(txEnvelope.dms_model_override
             ? {
-              make: txEnvelope.dms_make,
-              modelAbrev: txEnvelope.dms_model
-            }
+                make: txEnvelope.dms_make,
+                modelAbrev: txEnvelope.dms_model
+              }
             : {}),
           deliveryDate:
             txEnvelope.dms_unsold === true
               ? ""
               : moment(DMSVehToSend.vehicle.deliveryDate)
-                //.tz(JobData.bodyshop.timezone)
-                .toISOString()
+                  //.tz(JobData.bodyshop.timezone)
+                  .toISOString()
         },
         owners: ids
       }
@@ -1061,7 +1058,7 @@ async function InsertDmsStartWip({ socket, redisHelpers, JobData }) {
         // transID: "",
         // userID: "partprgm",
         // userName: "PROGRAM, PARTNER"
-      },
+      }
     });
     return result;
   } catch (error) {
@@ -1091,9 +1088,9 @@ async function GenerateTransWips({ socket, redisHelpers, JobData }) {
         acct: alloc.profitCenter.dms_acctnumber,
         cntl:
           alloc.profitCenter.dms_control_override &&
-            alloc.profitCenter.dms_control_override !== null &&
-            alloc.profitCenter.dms_control_override !== undefined &&
-            alloc.profitCenter.dms_control_override?.trim() !== ""
+          alloc.profitCenter.dms_control_override !== null &&
+          alloc.profitCenter.dms_control_override !== undefined &&
+          alloc.profitCenter.dms_control_override?.trim() !== ""
             ? alloc.profitCenter.dms_control_override
             : JobData.ro_number,
         cntl2: null,
@@ -1114,9 +1111,9 @@ async function GenerateTransWips({ socket, redisHelpers, JobData }) {
         acct: alloc.costCenter.dms_acctnumber,
         cntl:
           alloc.costCenter.dms_control_override &&
-            alloc.costCenter.dms_control_override !== null &&
-            alloc.costCenter.dms_control_override !== undefined &&
-            alloc.costCenter.dms_control_override?.trim() !== ""
+          alloc.costCenter.dms_control_override !== null &&
+          alloc.costCenter.dms_control_override !== undefined &&
+          alloc.costCenter.dms_control_override?.trim() !== ""
             ? alloc.costCenter.dms_control_override
             : JobData.ro_number,
         cntl2: null,
@@ -1134,9 +1131,9 @@ async function GenerateTransWips({ socket, redisHelpers, JobData }) {
         acct: alloc.costCenter.dms_wip_acctnumber,
         cntl:
           alloc.costCenter.dms_control_override &&
-            alloc.costCenter.dms_control_override !== null &&
-            alloc.costCenter.dms_control_override !== undefined &&
-            alloc.costCenter.dms_control_override?.trim() !== ""
+          alloc.costCenter.dms_control_override !== null &&
+          alloc.costCenter.dms_control_override !== undefined &&
+          alloc.costCenter.dms_control_override?.trim() !== ""
             ? alloc.costCenter.dms_control_override
             : JobData.ro_number,
         cntl2: null,
@@ -1158,9 +1155,9 @@ async function GenerateTransWips({ socket, redisHelpers, JobData }) {
           acct: alloc.profitCenter.dms_acctnumber,
           cntl:
             alloc.profitCenter.dms_control_override &&
-              alloc.profitCenter.dms_control_override !== null &&
-              alloc.profitCenter.dms_control_override !== undefined &&
-              alloc.profitCenter.dms_control_override?.trim() !== ""
+            alloc.profitCenter.dms_control_override !== null &&
+            alloc.profitCenter.dms_control_override !== undefined &&
+            alloc.profitCenter.dms_control_override?.trim() !== ""
               ? alloc.profitCenter.dms_control_override
               : JobData.ro_number,
           cntl2: null,
@@ -1228,7 +1225,7 @@ async function PostDmsBatchWip({ socket, redisHelpers, JobData }) {
         opCode: "P",
         transID: DMSTransHeader.transID,
         transWipReqList: await GenerateTransWips({ socket, redisHelpers, JobData })
-      },
+      }
     });
     return result;
   } catch (error) {
@@ -1256,7 +1253,7 @@ async function QueryDmsErrWip({ socket, redisHelpers, JobData }) {
       socket,
       jobid: JobData.id,
       requestPathParams: DMSTransHeader.transID,
-      body: {},
+      body: {}
     });
     return result;
   } catch (error) {
@@ -1286,7 +1283,7 @@ async function DeleteDmsWip({ socket, redisHelpers, JobData }) {
       body: {
         opCode: "D",
         transID: DMSTransHeader.transID
-      },
+      }
     });
     return result;
   } catch (error) {
@@ -1298,9 +1295,15 @@ async function DeleteDmsWip({ socket, redisHelpers, JobData }) {
   }
 }
 
-async function MarkJobExported({ socket, jobid, JobData }) {
+async function MarkJobExported({ socket, jobid, JobData, redisHelpers }) {
   CreateFortellisLogEvent(socket, "DEBUG", `Marking job as exported for id ${jobid}`);
 
+  const transwips = await redisHelpers.getSessionTransactionData(
+    socket.id,
+    getTransactionType(JobData.id),
+    FortellisCacheEnums.transWips
+  );
+
   const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
   const currentToken =
     (socket?.data && socket.data.authToken) || (socket?.handshake?.auth && socket.handshake.auth.token);
@@ -1318,7 +1321,7 @@ async function MarkJobExported({ socket, jobid, JobData }) {
         jobid: jobid,
         successful: true,
         useremail: socket.user.email,
-        metadata: socket.transWips
+        metadata: transwips
       },
       bill: {
         exported: true,
@@ -1338,13 +1341,15 @@ async function InsertFailedExportLog({ socket, JobData, error }) {
     const result = await client
       .setHeaders({ Authorization: `Bearer ${currentToken}` })
       .request(queries.INSERT_EXPORT_LOG, {
-        logs: [{
-          bodyshopid: JobData.bodyshop.id,
-          jobid: JobData.id,
-          successful: false,
-          message: JSON.stringify(error),
-          useremail: socket.user.email
-        }]
+        logs: [
+          {
+            bodyshopid: JobData.bodyshop.id,
+            jobid: JobData.id,
+            successful: false,
+            message: JSON.stringify(error),
+            useremail: socket.user.email
+          }
+        ]
       });
 
     return result;

server/graphql-client/queries.js

@@ -827,13 +827,21 @@ exports.AUTOHOUSE_QUERY = `query AUTOHOUSE_EXPORT($start: timestamptz, $bodyshop
         quantity
       }
     }
-    timetickets {
+    timetickets(where: {cost_center: {_neq: "timetickets.labels.shift"}}) {
       id
       rate
+      ciecacode
       cost_center
       actualhrs
       productivehrs
       flat_rate
+      employeeid
+      employee {
+        employee_number
+        flat_rate
+        first_name
+        last_name
+      }
     }
     area_of_damage
     employee_prep_rel {
@@ -1612,6 +1620,9 @@ exports.GET_JOB_BY_PK = `query GET_JOB_BY_PK($id: uuid!) {
       rate_ats
       flat_rate_ats
       rate_ats_flat
+      dms_id
+      dms_customer_id
+      dms_advisor_id
       joblines(where: { removed: { _eq: false } }){
         id
         line_no
@@ -3228,9 +3239,12 @@ exports.UPDATE_USER_FCM_TOKENS_BY_EMAIL = /* GraphQL */ `
   }
 `;
 
-exports.SET_JOB_DMS_ID = `mutation SetJobDmsId($id: uuid!, $dms_id: String!) {
-    update_jobs_by_pk(pk_columns: { id: $id }, _set: { dms_id: $dms_id }) {
+exports.SET_JOB_DMS_ID = `mutation SetJobDmsId($id: uuid!, $dms_id: String!, $dms_customer_id: String, $dms_advisor_id: String, $kmin: Int) {
+    update_jobs_by_pk(pk_columns: { id: $id }, _set: { dms_id: $dms_id, dms_customer_id: $dms_customer_id, dms_advisor_id: $dms_advisor_id, kmin: $kmin }) {
       id
       dms_id
+      dms_customer_id
+      dms_advisor_id
+      kmin
     }
   }`;

server/job/job-costing.js

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

server/rr/rr-export-logs.js

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

server/rr/rr-job-export.js

@@ -56,7 +56,324 @@ const deriveRRStatus = (rrRes = {}) => {
 };
 
 /**
- * Step 1: Export a job to RR as a new Repair Order.
+ * Early RO Creation: Create a minimal RR Repair Order with basic info (customer, advisor, mileage, story).
+ * Used when creating RO from convert button or admin page before full job export.
+ * @param args
+ * @returns {Promise<{success: boolean, data: *, roStatus: {status: *, statusCode: *|undefined, message}, statusBlocks: *|{}, customerNo: string, svId: *, roNo: *, xml: *}>}
+ */
+const createMinimalRRRepairOrder = async (args) => {
+  const { bodyshop, job, advisorNo, selectedCustomer, txEnvelope, socket, svId } = args || {};
+
+  if (!bodyshop) throw new Error("createMinimalRRRepairOrder: bodyshop is required");
+  if (!job) throw new Error("createMinimalRRRepairOrder: job is required");
+  if (advisorNo == null || String(advisorNo).trim() === "") {
+    throw new Error("createMinimalRRRepairOrder: advisorNo is required for RR");
+  }
+
+  // Resolve customer number (accept multiple shapes)
+  const selected = selectedCustomer?.customerNo || selectedCustomer?.custNo;
+  if (!selected) throw new Error("createMinimalRRRepairOrder: selectedCustomer.custNo/customerNo is required");
+
+  const { client, opts } = buildClientAndOpts(bodyshop);
+
+  // For early RO creation we always "Insert" (create minimal RO)
+  const finalOpts = {
+    ...opts,
+    envelope: {
+      ...(opts?.envelope || {}),
+      sender: {
+        ...(opts?.envelope?.sender || {}),
+        task: "BSMRO",
+        referenceId: "Insert"
+      }
+    }
+  };
+
+  const story = txEnvelope?.story ? String(txEnvelope.story).trim() : null;
+  const makeOverride = txEnvelope?.makeOverride ? String(txEnvelope.makeOverride).trim() : null;
+
+  // Build minimal RO payload - just header, no allocations/parts/labor
+  const cleanVin =
+    (job?.v_vin || "")
+      .toString()
+      .replace(/[^A-Za-z0-9]/g, "")
+      .toUpperCase()
+      .slice(0, 17) || undefined;
+
+  // Resolve mileage - must be a positive number
+  let mileageIn = txEnvelope?.kmin ?? job?.kmin ?? null;
+  if (mileageIn != null) {
+    mileageIn = parseInt(mileageIn, 10);
+    if (isNaN(mileageIn) || mileageIn < 0) {
+      mileageIn = null;
+    }
+  }
+
+  CreateRRLogEvent(socket, "DEBUG", "Resolved mileage for early RO", {
+    txEnvelopeKmin: txEnvelope?.kmin,
+    jobKmin: job?.kmin,
+    resolvedMileageIn: mileageIn
+  });
+
+  const payload = {
+    customerNo: String(selected),
+    advisorNo: String(advisorNo),
+    vin: cleanVin,
+    departmentType: "B",
+    outsdRoNo: job?.ro_number || job?.id || undefined,
+    estimate: {
+      parts: "0",
+      labor: "0",
+      total: "0.00"
+    }
+  };
+
+  // Only add mileageIn if we have a valid value
+  if (mileageIn != null && mileageIn >= 0) {
+    payload.mileageIn = mileageIn;
+  }
+
+  // Add optional fields if present
+  if (story) {
+    payload.roComment = story;
+  }
+  if (makeOverride) {
+    payload.makeOverride = makeOverride;
+  }
+
+  CreateRRLogEvent(socket, "INFO", "Creating minimal RR Repair Order (early creation)", {
+    payload
+  });
+
+  const response = await client.createRepairOrder(payload, finalOpts);
+
+  CreateRRLogEvent(socket, "INFO", "RR minimal Repair Order created", {
+    payload,
+    response
+  });
+
+  const data = response?.data || null;
+  const statusBlocks = response?.statusBlocks || {};
+  const roStatus = deriveRRStatus(response);
+
+  const statusUpper = roStatus?.status ? String(roStatus.status).toUpperCase() : null;
+
+  let success = false;
+
+  if (statusUpper) {
+    // Treat explicit FAILURE / ERROR as hard failures
+    success = !["FAILURE", "ERROR"].includes(statusUpper);
+  } else if (typeof response?.success === "boolean") {
+    // Fallback to library boolean if no explicit status
+    success = response.success;
+  } else if (roStatus?.status) {
+    success = String(roStatus.status).toUpperCase() === "SUCCESS";
+  }
+
+  // Extract canonical roNo for later updates
+  const roNo = data?.dmsRoNo ?? data?.outsdRoNo ?? roStatus?.dmsRoNo ?? null;
+
+  return {
+    success,
+    data,
+    roStatus,
+    statusBlocks,
+    customerNo: String(selected),
+    svId,
+    roNo,
+    xml: response?.xml // expose XML for logging/diagnostics
+  };
+};
+
+/**
+ * Full Data Update: Update an existing RR Repair Order with complete job data (allocations, parts, labor).
+ * Used during DMS post form when an early RO was already created.
+ * @param args
+ * @returns {Promise<{success: boolean, data: *, roStatus: {status: *, statusCode: *|undefined, message}, statusBlocks: *|{}, customerNo: string, svId: *, roNo: *, xml: *}>}
+ */
+const updateRRRepairOrderWithFullData = async (args) => {
+  const { bodyshop, job, advisorNo, selectedCustomer, txEnvelope, socket, svId, roNo } = args || {};
+
+  if (!bodyshop) throw new Error("updateRRRepairOrderWithFullData: bodyshop is required");
+  if (!job) throw new Error("updateRRRepairOrderWithFullData: job is required");
+  if (advisorNo == null || String(advisorNo).trim() === "") {
+    throw new Error("updateRRRepairOrderWithFullData: advisorNo is required for RR");
+  }
+  if (!roNo) throw new Error("updateRRRepairOrderWithFullData: roNo is required for update");
+
+  // Resolve customer number (accept multiple shapes)
+  const selected = selectedCustomer?.customerNo || selectedCustomer?.custNo;
+  if (!selected) throw new Error("updateRRRepairOrderWithFullData: selectedCustomer.custNo/customerNo is required");
+
+  const { client, opts } = buildClientAndOpts(bodyshop);
+
+  // For full data update after early RO, we still use "Insert" referenceId
+  // because we're inserting the job operations for the first time
+  const finalOpts = {
+    ...opts,
+    envelope: {
+      ...(opts?.envelope || {}),
+      sender: {
+        ...(opts?.envelope?.sender || {}),
+        task: "BSMRO",
+        referenceId: "Insert"
+      }
+    }
+  };
+
+  const story = txEnvelope?.story ? String(txEnvelope.story).trim() : null;
+  const makeOverride = txEnvelope?.makeOverride ? String(txEnvelope.makeOverride).trim() : null;
+
+  // Optional RR OpCode segments coming from the FE (RRPostForm)
+  const opPrefix = txEnvelope?.opPrefix ?? txEnvelope?.op_prefix ?? null;
+  const opBase = txEnvelope?.opBase ?? txEnvelope?.op_base ?? null;
+  const opSuffix = txEnvelope?.opSuffix ?? txEnvelope?.op_suffix ?? null;
+
+  // RR-only extras
+  let rrCentersConfig = null;
+  let allocations = null;
+  let opCode = null;
+
+  // 1) Responsibility center config (for visibility / debugging)
+  try {
+    rrCentersConfig = extractRrResponsibilityCenters(bodyshop);
+
+    CreateRRLogEvent(socket, "SILLY", "RR responsibility centers resolved", {
+      hasCenters: !!bodyshop.md_responsibility_centers,
+      profitCenters: Object.keys(rrCentersConfig?.profitsByName || {}),
+      costCenters: Object.keys(rrCentersConfig?.costsByName || {}),
+      dmsCostDefaults: rrCentersConfig?.dmsCostDefaults || {},
+      dmsProfitDefaults: rrCentersConfig?.dmsProfitDefaults || {}
+    });
+  } catch (e) {
+    CreateRRLogEvent(socket, "ERROR", "Failed to resolve RR responsibility centers", {
+      message: e?.message,
+      stack: e?.stack
+    });
+  }
+
+  // 2) Allocations (sales + cost by center, with rr_* metadata already attached)
+  try {
+    const allocResult = await CdkCalculateAllocations(socket, job.id);
+
+    // We only need the per-center job allocations for RO.GOG / ROLABOR.
+    allocations = Array.isArray(allocResult?.jobAllocations) ? allocResult.jobAllocations : [];
+
+    CreateRRLogEvent(socket, "INFO", "RR allocations resolved for update", {
+      hasAllocations: allocations.length > 0,
+      count: allocations.length,
+      allocationsPreview: allocations.slice(0, 2).map(a => ({
+        type: a?.type,
+        code: a?.code,
+        laborSale: a?.laborSale,
+        laborCost: a?.laborCost,
+        partsSale: a?.partsSale,
+        partsCost: a?.partsCost
+      })),
+      taxAllocCount: Array.isArray(allocResult?.taxAllocArray) ? allocResult.taxAllocArray.length : 0,
+      ttlAdjCount: Array.isArray(allocResult?.ttlAdjArray) ? allocResult.ttlAdjArray.length : 0,
+      ttlTaxAdjCount: Array.isArray(allocResult?.ttlTaxAdjArray) ? allocResult.ttlTaxAdjArray.length : 0
+    });
+  } catch (e) {
+    CreateRRLogEvent(socket, "ERROR", "Failed to calculate RR allocations", {
+      message: e?.message,
+      stack: e?.stack
+    });
+    // Proceed with a header-only update if allocations fail.
+    allocations = [];
+  }
+
+  const resolvedBaseOpCode = resolveRROpCodeFromBodyshop(bodyshop);
+
+  let opCodeOverride = txEnvelope?.opCode || txEnvelope?.opcode || txEnvelope?.op_code || null;
+
+  // If the FE only sends segments, combine them here.
+  if (!opCodeOverride && (opPrefix || opBase || opSuffix)) {
+    const combined = `${opPrefix || ""}${opBase || ""}${opSuffix || ""}`.trim();
+    if (combined) {
+      opCodeOverride = combined;
+    }
+  }
+
+  if (opCodeOverride || resolvedBaseOpCode) {
+    opCode = String(opCodeOverride || resolvedBaseOpCode).trim() || null;
+  }
+
+  CreateRRLogEvent(socket, "SILLY", "RR OP config resolved", {
+    opCode,
+    baseFromConfig: resolvedBaseOpCode,
+    opPrefix,
+    opBase,
+    opSuffix
+  });
+
+  // Build full RO payload for update with allocations
+  const payload = buildRRRepairOrderPayload({
+    bodyshop,
+    job,
+    selectedCustomer: { customerNo: String(selected), custNo: String(selected) },
+    advisorNo: String(advisorNo),
+    story,
+    makeOverride,
+    allocations,
+    opCode
+  });
+
+  // Add roNo for linking to existing RO
+  payload.roNo = String(roNo);
+  payload.outsdRoNo = job?.ro_number || job?.id || undefined;
+  
+  // Keep rolabor - it's needed to register the job/OpCode accounts in Reynolds
+  // Without this, Reynolds won't recognize the OpCode when we send rogg operations
+  // The rolabor section tells Reynolds "these jobs exist" even with minimal data
+  
+  CreateRRLogEvent(socket, "INFO", "Sending full data for early RO (using create with roNo)", {
+    roNo: String(roNo),
+    hasRolabor: !!payload.rolabor,
+    hasRogg: !!payload.rogg,
+    payload
+  });
+
+  // Use createRepairOrder (not update) with the roNo to link to the existing early RO
+  // Reynolds will merge this with the existing RO header
+  const response = await client.createRepairOrder(payload, finalOpts);
+
+  CreateRRLogEvent(socket, "INFO", "RR Repair Order full data sent", {
+    payload,
+    response
+  });
+
+  const data = response?.data || null;
+  const statusBlocks = response?.statusBlocks || {};
+  const roStatus = deriveRRStatus(response);
+
+  const statusUpper = roStatus?.status ? String(roStatus.status).toUpperCase() : null;
+
+  let success = false;
+
+  if (statusUpper) {
+    success = !["FAILURE", "ERROR"].includes(statusUpper);
+  } else if (typeof response?.success === "boolean") {
+    success = response.success;
+  } else if (roStatus?.status) {
+    success = String(roStatus.status).toUpperCase() === "SUCCESS";
+  }
+
+  return {
+    success,
+    data,
+    roStatus,
+    statusBlocks,
+    customerNo: String(selected),
+    svId,
+    roNo: String(roNo),
+    xml: response?.xml
+  };
+};
+
+/**
+ * LEGACY: Step 1: Export a job to RR as a new Repair Order with full data.
+ * This is the original function - kept for backward compatibility if shops don't use early RO creation.
  * @param args
  * @returns {Promise<{success: boolean, data: *, roStatus: {status: *, statusCode: *|undefined, message}, statusBlocks: *|{}, customerNo: string, svId: *, roNo: *, xml: *}>}
  */
@@ -315,4 +632,10 @@ const finalizeRRRepairOrder = async (args) => {
   };
 };
 
-module.exports = { exportJobToRR, finalizeRRRepairOrder, deriveRRStatus };
+module.exports = {
+  exportJobToRR,
+  createMinimalRRRepairOrder,
+  updateRRRepairOrderWithFullData,
+  finalizeRRRepairOrder,
+  deriveRRStatus
+};

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

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