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

IO-3446 Kaizen Datapump Extension

Approved-by: Dave Richer

Fortellis Notes.md

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

client/package.json

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

client/src/App/App.styles.scss

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -0,0 +1,242 @@
+import { ReloadOutlined } from "@ant-design/icons";
+import {
+  Button,
+  Card,
+  Col,
+  Divider,
+  Form,
+  Input,
+  InputNumber,
+  Row,
+  Select,
+  Space,
+  Statistic,
+  Tooltip,
+  Typography
+} from "antd";
+import Dinero from "dinero.js";
+import { useTranslation } from "react-i18next";
+import { useEffect, useMemo, useState } from "react";
+import dayjs from "../../utils/day";
+
+/**
+ * RR DMS Post Form component
+ * Submit: "rr-export-job"
+ * @param bodyshop
+ * @param socket
+ * @param job
+ * @param logsRef
+ * @returns {JSX.Element}
+ * @constructor
+ */
+export default function RRPostForm({ bodyshop, socket, job, logsRef }) {
+  const [form] = Form.useForm();
+  const { t } = useTranslation();
+
+  // Advisors
+  const [advisors, setAdvisors] = useState([]);
+  const [advLoading, setAdvLoading] = useState(false);
+
+  const getAdvisorNumber = (a) => a?.advisorId;
+
+  const getAdvisorLabel = (a) => `${a?.firstName || ""} ${a?.lastName || ""}`.trim();
+
+  const fetchRrAdvisors = (refresh = false) => {
+    if (!socket) return;
+    setAdvLoading(true);
+
+    const onResult = (payload) => {
+      try {
+        const list = payload?.result ?? payload ?? [];
+        setAdvisors(Array.isArray(list) ? list : []);
+      } finally {
+        setAdvLoading(false);
+        socket.off("rr-get-advisors:result", onResult);
+      }
+    };
+
+    socket.once("rr-get-advisors:result", onResult);
+    socket.emit("rr-get-advisors", { departmentType: "B", refresh }, (ack) => {
+      if (ack?.ok) {
+        const list = ack.result ?? [];
+        setAdvisors(Array.isArray(list) ? list : []);
+      } else if (ack) {
+        console.error("Something went wrong fetching DMS Advisors");
+      }
+      setAdvLoading(false);
+      socket.off("rr-get-advisors:result", onResult);
+    });
+  };
+
+  useEffect(() => {
+    fetchRrAdvisors(false);
+  }, [bodyshop?.id, socket]);
+
+  const initialValues = useMemo(
+    () => ({
+      story: `${t("jobs.labels.dms.defaultstory", {
+        ro_number: job.ro_number,
+        ownr_nm: `${job.ownr_fn || ""} ${job.ownr_ln || ""} ${job.ownr_co_nm || ""}`.trim(),
+        ins_co_nm: job.ins_co_nm || "N/A",
+        clm_po: `${job.clm_no ? `${job.clm_no} ` : ""}${job.po_number || ""}`
+      }).trim()}.${
+        job.area_of_damage?.impact1
+          ? " " +
+            t("jobs.labels.dms.damageto", {
+              area_of_damage: (job.area_of_damage && job.area_of_damage.impact1.padStart(2, "0")) || "UNKNOWN"
+            })
+          : ""
+      }`.slice(0, 239),
+      inservicedate: dayjs(
+        `${
+          (job.v_model_yr &&
+            (job.v_model_yr < 100
+              ? job.v_model_yr >= (dayjs().year() + 1) % 100
+                ? 1900 + parseInt(job.v_model_yr, 10)
+                : 2000 + parseInt(job.v_model_yr, 10)
+              : job.v_model_yr)) ||
+          2019
+        }-01-01`
+      )
+    }),
+    [job, t]
+  );
+
+  const handleFinish = (values) => {
+    if (!socket) return;
+    socket.emit("rr-export-job", {
+      bodyshopId: bodyshop?.id,
+      jobId: job.id,
+      job,
+      txEnvelope: values
+    });
+    logsRef?.current?.scrollIntoView({ behavior: "smooth" });
+  };
+
+  // Discrepancy is ignored for RR; we still show totals for operator context
+  const totals = socket?.allocationsSummary
+    ? socket.allocationsSummary.reduce(
+        (acc, val) => ({
+          totalSale: acc.totalSale.add(Dinero(val.sale)),
+          totalCost: acc.totalCost.add(Dinero(val.cost))
+        }),
+        { totalSale: Dinero(), totalCost: Dinero() }
+      )
+    : { totalSale: Dinero(), totalCost: Dinero() };
+
+  return (
+    <Card title={t("jobs.labels.dms.postingform")}>
+      <Form
+        form={form}
+        layout="vertical"
+        onFinish={handleFinish}
+        style={{ width: "100%" }}
+        initialValues={initialValues}
+      >
+        <Row gutter={[16, 12]} align="bottom">
+          {/* Advisor + inline Refresh */}
+          <Col xs={24} sm={24} md={12} lg={8}>
+            <Form.Item label={t("jobs.fields.dms.advisor")} required>
+              <Space.Compact block>
+                <Form.Item
+                  name="advisorNo"
+                  noStyle
+                  rules={[{ required: true, message: t("general.validation.required") }]}
+                >
+                  <Select
+                    style={{ flex: 1 }}
+                    loading={advLoading}
+                    allowClear
+                    placeholder={t("general.actions.select", "Select...")}
+                    popupMatchSelectWidth
+                    options={advisors
+                      .map((a) => {
+                        const value = getAdvisorNumber(a);
+                        if (value == null) return null;
+                        return { value: String(value), label: getAdvisorLabel(a) || String(value) };
+                      })
+                      .filter(Boolean)}
+                    notFoundContent={advLoading ? t("general.labels.loading") : t("general.labels.none")}
+                  />
+                </Form.Item>
+                <Tooltip title={t("general.actions.refresh")}>
+                  <Button
+                    aria-label={t("general.actions.refresh")}
+                    icon={<ReloadOutlined />}
+                    onClick={() => fetchRrAdvisors(true)}
+                    loading={advLoading}
+                  />
+                </Tooltip>
+              </Space.Compact>
+            </Form.Item>
+          </Col>
+
+          {/* Make Override */}
+          <Col xs={24} sm={12} md={12} lg={8}>
+            <Form.Item name="makeOverride" label={t("jobs.fields.dms.make_override")}>
+              <Input allowClear placeholder={t("general.actions.optional")} />
+            </Form.Item>
+          </Col>
+
+          <Col xs={12} sm={8} md={6} lg={4}>
+            <Form.Item name="kmin" label={t("jobs.fields.kmin")} initialValue={job?.kmin} rules={[{ required: true }]}>
+              <InputNumber style={{ width: "100%" }} disabled />
+            </Form.Item>
+          </Col>
+
+          <Col xs={12} sm={8} md={6} lg={4}>
+            <Form.Item
+              name="kmout"
+              label={t("jobs.fields.kmout")}
+              initialValue={job?.kmout}
+              rules={[{ required: true }]}
+            >
+              <InputNumber style={{ width: "100%" }} disabled />
+            </Form.Item>
+          </Col>
+        </Row>
+
+        <Row gutter={[16, 12]}>
+          <Col span={24}>
+            <Form.Item name="story" label={t("jobs.fields.dms.story")} rules={[{ required: true }]}>
+              <Input.TextArea maxLength={240} />
+            </Form.Item>
+          </Col>
+        </Row>
+
+        <Divider />
+
+        <Space size="large" wrap align="center" style={{ marginBottom: 16 }}>
+          <Statistic
+            title={t("jobs.fields.ded_amt")}
+            value={Dinero(job.job_totals.totals.custPayable.deductible).toFormat()}
+          />
+          <Statistic
+            title={t("jobs.labels.total_cust_payable")}
+            value={Dinero(job.job_totals.totals.custPayable.total).toFormat()}
+          />
+          <Statistic
+            title={t("jobs.labels.net_repairs")}
+            value={Dinero(job.job_totals.totals.net_repairs).toFormat()}
+          />
+        </Space>
+
+        {/* Validation  */}
+        <Form.Item shouldUpdate>
+          {() => {
+            const advisorOk = !!form.getFieldValue("advisorNo");
+            return (
+              <Space size="large" wrap align="center">
+                <Statistic title={t("jobs.labels.subtotal")} value={totals.totalSale.toFormat()} />
+                <Typography.Title>=</Typography.Title>
+                <Button disabled={!advisorOk} htmlType="submit">
+                  {t("jobs.actions.dms.post")}
+                </Button>
+              </Space>
+            );
+          }}
+        </Form.Item>
+      </Form>
+    </Card>
+  );
+}

client/src/components/header/buildAccountingChildren.jsx

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

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

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

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

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

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

@@ -29,6 +29,7 @@ import ProductionListColumnProductionNote from "../production-list-columns/produ
 import VehicleVinDisplay from "../vehicle-vin-display/vehicle-vin-display.component";
 import "./jobs-detail-header.styles.scss";
 import getPartsBasePath from "../../utils/getPartsBasePath.js";
+import { bodyshopHasDmsKey } from "../../utils/dmsUtils.js";
 
 const mapStateToProps = createStructuredSelector({
   jobRO: selectJobReadOnly,
@@ -309,7 +310,7 @@ export function JobsDetailHeader({ job, bodyshop, disabled, insertAuditTrail, is
               </DataLabel>
               <DataLabel key="4" label={t("vehicles.fields.v_vin")}>
                 <VehicleVinDisplay>{`${job.v_vin || t("general.labels.na")}`}</VehicleVinDisplay>
-                {bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid ? (
+                {bodyshopHasDmsKey(bodyshop) ? (
                   job.v_vin?.length !== 17 ? (
                     <WarningFilled style={{ color: "tomato", marginLeft: ".3rem" }} />
                   ) : null

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

client/src/contexts/SocketIO/socketProvider.jsx

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

client/src/graphql/bodyshop.queries.js

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

client/src/graphql/jobs.queries.js

@@ -714,7 +714,7 @@ export const GET_JOB_BY_PK = gql`
       v_model_yr
       v_model_desc
       v_vin
-      notes(where:{pinned: {_eq: true}}, order_by: {updated_at: desc}) {
+      notes(where: { pinned: { _eq: true } }, order_by: { updated_at: desc }) {
         created_at
         created_by
         critical
@@ -1000,7 +1000,6 @@ export const QUERY_JOB_CARD_DETAILS = gql`
         key
         type
       }
-
     }
   }
 `;
@@ -2172,6 +2171,8 @@ export const QUERY_JOB_EXPORT_DMS = gql`
       ownr_fn
       ownr_ln
       ownr_co_nm
+      ownr_ph1
+      ownr_ph2
       ins_co_nm
       kmin
       kmout
@@ -2180,6 +2181,10 @@ export const QUERY_JOB_EXPORT_DMS = gql`
       v_model_desc
       area_of_damage
       date_exported
+      v_vin
+      plate_no
+      plate_st
+      ownr_co_nm
     }
   }
 `;
@@ -2415,7 +2420,7 @@ export const QUERY_PARTS_QUEUE_CARD_DETAILS = gql`
         start
         status
       }
-      notes(where:{pinned: {_eq: true}}, order_by: {updated_at: desc}) {
+      notes(where: { pinned: { _eq: true } }, order_by: { updated_at: desc }) {
         created_at
         created_by
         critical

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

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

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

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

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

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

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

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

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

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

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

@@ -42,6 +42,7 @@ 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";
 
 const mapStateToProps = createStructuredSelector({
   bodyshop: selectBodyshop,
@@ -69,6 +70,8 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
   const [loading, setLoading] = useState(false);
   const notification = useNotification();
 
+  const hasDMSKey = bodyshopHasDmsKey(bodyshop);
+
   const {
     treatments: { Qb_Multi_Ar, ClosingPeriod }
   } = useSplitTreatments({
@@ -191,7 +194,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
                   {t("general.actions.close")}
                 </Button>
               </Popconfirm>
-              {(bodyshop.pbs_serialnumber || bodyshop.cdk_dealerid) && (
+              {bodyshopHasDmsKey(bodyshop) && (
                 <Link to={`/manage/dms?jobId=${job.id}`}>
                   <Button disabled={job.date_exported || !jobRO}>{t("jobs.actions.sendtodms")}</Button>
                 </Link>
@@ -311,7 +314,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
               <Switch />
             </Form.Item>
           )}
-          {(bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) && (
+          {hasDMSKey && (
             <Form.Item
               label={t("jobs.fields.kmin")}
               name="kmin"
@@ -324,7 +327,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
               <InputNumber precision={0} disabled={jobRO} />
             </Form.Item>
           )}
-          {(bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) && (
+          {hasDMSKey && (
             <Form.Item
               label={t("jobs.fields.kmout")}
               name="kmout"
@@ -348,7 +351,7 @@ export function JobsCloseComponent({ job, bodyshop, jobRO, insertAuditTrail, set
               <InputNumber precision={0} disabled={jobRO} />
             </Form.Item>
           )}
-          {(bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber) && (
+          {hasDMSKey && (
             <Form.Item
               label={t("jobs.fields.dms_allocation")}
               name="dms_allocation"

client/src/translations/en_us/common.json

@@ -558,6 +558,14 @@
         "responsibilitycenter_tax_tier": "Tax {{typeNum}} Tier {{typeNumIterator}}",
         "responsibilitycenter_tax_type": "Tax {{typeNum}} Type",
         "responsibilitycenters": {
+          "gogcode": "GOG Code (BreakOut)",
+          "item_type": "Item Type",
+          "item_type_gog": "GOG",
+          "item_type_paint": "Paint Materials",
+          "item_type_freight": "Freight",
+          "taxable_flag": "Taxable?",
+          "taxable": "Taxable",
+          "nontaxable": "Non-taxable",
           "ap": "Accounts Payable",
           "ar": "Accounts Receivable",
           "ats": "ATS",
@@ -688,6 +696,7 @@
             "payers": "Payers"
           },
           "cdk_dealerid": "CDK Dealer ID",
+          "rr_dealerid": "Reynolds Store Number",
           "costsmapping": "Costs Mapping",
           "dms_allocations": "DMS Allocations",
           "pbs_serialnumber": "PBS Serial Number",
@@ -1035,7 +1044,7 @@
         "alreadyexported": "This job has already been sent to the DMS. If you need to resend it, please use admin permissions to mark the job for re-export."
       },
       "labels": {
-        "refreshallocations": "Refresh to see DMS Allocataions."
+        "refreshallocations": "Refresh to see DMS Allocations."
       }
     },
     "documents": {
@@ -1212,6 +1221,8 @@
     },
     "general": {
       "actions": {
+        "select": "Select",
+        "optional": "Optional",
         "add": "Add",
         "autoupdate": "{{app}} will automatically update in {{time}} seconds. Please save all changes.",
         "calculate": "Calculate",
@@ -1777,6 +1788,8 @@
           "id": "DMS ID",
           "inservicedate": "In Service Date",
           "journal": "Journal #",
+          "make_override": "Make Override",
+          "advisor": "Advisor #",
           "lines": "Posting Lines",
           "name1": "Customer Name",
           "payer": {
@@ -1784,7 +1797,8 @@
             "control_type": "Control Type",
             "controlnumber": "Control Number",
             "dms_acctnumber": "DMS Account #",
-            "name": "Payer Name"
+            "name": "Payer Name",
+            "payer_type": "Payer"
           },
           "sale": "Sale",
           "sale_dms_acctnumber": "Sale DMS Acct #",
@@ -1851,7 +1865,7 @@
         "loss_of_use": "Loss of Use",
         "lost_sale_reason": "Lost Sale Reason",
         "ma2s": "2 Stage Paint",
-        "ma3s": "3 Stage Pain",
+        "ma3s": "3 Stage Paint",
         "mabl": "MABL?",
         "macs": "MACS?",
         "mahw": "Hazardous Waste",
@@ -3209,6 +3223,7 @@
         "parts_not_recieved_vendor": "Parts Not Received by Vendor",
         "parts_received_not_scheduled": "Parts Received for Jobs Not Scheduled",
         "payments_by_date": "Payments by Date",
+        "payments_by_date_excel": "Payments by Date - Excel",
         "payments_by_date_payment": "Payments by Date and Payment Type",
         "payments_by_date_type": "Payments by Date and Customer Type",
         "production_by_category": "Production by Category",

client/src/translations/es/common.json

@@ -558,6 +558,14 @@
         "responsibilitycenter_tax_tier": "",
         "responsibilitycenter_tax_type": "",
         "responsibilitycenters": {
+          "gogcode": "",
+          "item_type": "Item Type",
+          "item_type_gog": "",
+          "item_type_paint": "",
+          "item_type_freight": "",
+          "taxable_flag": "",
+          "taxable": "",
+          "nontaxable": "",
           "ap": "",
           "ar": "",
           "ats": "",
@@ -688,6 +696,7 @@
             "payers": ""
           },
           "cdk_dealerid": "",
+          "rr_dealerid": "",
           "costsmapping": "",
           "dms_allocations": "",
           "pbs_serialnumber": "",
@@ -1772,6 +1781,8 @@
           "dms_make": "",
           "dms_model": "",
           "dms_model_override": "",
+          "make_override": "",
+          "advisor": "",
           "dms_unsold": "",
           "dms_wip_acctnumber": "",
           "id": "",
@@ -3209,6 +3220,7 @@
         "parts_not_recieved_vendor": "",
         "parts_received_not_scheduled": "",
         "payments_by_date": "",
+        "payments_by_date_excel": "",
         "payments_by_date_payment": "",
         "payments_by_date_type": "",
         "production_by_category": "",

client/src/translations/fr/common.json

@@ -558,6 +558,14 @@
         "responsibilitycenter_tax_tier": "",
         "responsibilitycenter_tax_type": "",
         "responsibilitycenters": {
+          "gogcode": "",
+          "item_type": "Item Type",
+          "item_type_gog": "",
+          "item_type_paint": "",
+          "item_type_freight": "",
+          "taxable_flag": "",
+          "taxable": "",
+          "nontaxable": "",
           "ap": "",
           "ar": "",
           "ats": "",
@@ -688,6 +696,7 @@
             "payers": ""
           },
           "cdk_dealerid": "",
+          "rr_dealerid": "",
           "costsmapping": "",
           "dms_allocations": "",
           "pbs_serialnumber": "",
@@ -1772,6 +1781,8 @@
           "dms_make": "",
           "dms_model": "",
           "dms_model_override": "",
+          "make_override": "",
+          "advisor": "",
           "dms_unsold": "",
           "dms_wip_acctnumber": "",
           "id": "",
@@ -3209,6 +3220,7 @@
         "parts_not_recieved_vendor": "",
         "parts_received_not_scheduled": "",
         "payments_by_date": "",
+        "payments_by_date_excel": "",
         "payments_by_date_payment": "",
         "payments_by_date_type": "",
         "production_by_category": "",

client/src/utils/TemplateConstants.js

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

client/src/utils/dmsUtils.js

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

client/src/utils/legacySocket.js

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

hasura/migrations/1762815418708_set_fk_public_media_analytics_detail_jobid/down.sql

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

hasura/migrations/1762815418708_set_fk_public_media_analytics_detail_jobid/up.sql

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

hasura/migrations/1762816491980_media_analytics_fk_trigger/down.sql

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

hasura/migrations/1762816491980_media_analytics_fk_trigger/up.sql

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

hasura/migrations/1762823244230_create_index_media_analytics_detail_bodyshopid/down.sql

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

hasura/migrations/1762823244230_create_index_media_analytics_detail_bodyshopid/up.sql

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

hasura/migrations/1762823258200_create_index_media_analytics_detail_jobid/down.sql

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

hasura/migrations/1762823258200_create_index_media_analytics_detail_jobid/up.sql

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

hasura/migrations/1762823298618_create_index_media_analytics_detail_media_analytics/down.sql

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

hasura/migrations/1762823298618_create_index_media_analytics_detail_media_analytics/up.sql

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

hasura/migrations/1763425916748_alter_table_public_media_analytics_add_column_unique_documents/down.sql

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

hasura/migrations/1763425916748_alter_table_public_media_analytics_add_column_unique_documents/up.sql

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

hasura/migrations/1763425927136_alter_table_public_media_analytics_add_column_duplicate_documents/down.sql

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

hasura/migrations/1763425927136_alter_table_public_media_analytics_add_column_duplicate_documents/up.sql

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

hasura/migrations/1763425947348_alter_table_public_media_analytics_detail_add_column_unique_documents/down.sql

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

hasura/migrations/1763425947348_alter_table_public_media_analytics_detail_add_column_unique_documents/up.sql

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

hasura/migrations/1763425960252_alter_table_public_media_analytics_detail_add_column_duplicate_documents/down.sql

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

hasura/migrations/1763425960252_alter_table_public_media_analytics_detail_add_column_duplicate_documents/up.sql

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

hasura/migrations/1763426307543_alter_table_public_media_analytics_detail_alter_column_unique_documents/down.sql

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

hasura/migrations/1763426307543_alter_table_public_media_analytics_detail_alter_column_unique_documents/up.sql

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

hasura/migrations/1763426323408_alter_table_public_media_analytics_detail_alter_column_duplicate_documents/down.sql

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

hasura/migrations/1763426323408_alter_table_public_media_analytics_detail_alter_column_duplicate_documents/up.sql

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

package.json

@@ -18,24 +18,25 @@
     "job-totals-fixtures:local": "docker exec node-app /usr/bin/node /app/download-job-totals-fixtures.js"
   },
   "dependencies": {
-    "@aws-sdk/client-cloudwatch-logs": "^3.901.0",
-    "@aws-sdk/client-elasticache": "^3.901.0",
-    "@aws-sdk/client-s3": "^3.901.0",
-    "@aws-sdk/client-secrets-manager": "^3.901.0",
-    "@aws-sdk/client-ses": "^3.901.0",
-    "@aws-sdk/credential-provider-node": "^3.901.0",
-    "@aws-sdk/lib-storage": "^3.903.0",
-    "@aws-sdk/s3-request-presigner": "^3.901.0",
+    "@aws-sdk/client-cloudwatch-logs": "^3.932.0",
+    "@aws-sdk/client-elasticache": "^3.932.0",
+    "@aws-sdk/client-s3": "^3.932.0",
+    "@aws-sdk/client-secrets-manager": "^3.932.0",
+    "@aws-sdk/client-ses": "^3.932.0",
+    "@aws-sdk/credential-provider-node": "^3.932.0",
+    "@aws-sdk/lib-storage": "^3.932.0",
+    "@aws-sdk/s3-request-presigner": "^3.932.0",
     "@opensearch-project/opensearch": "^2.13.0",
     "@socket.io/admin-ui": "^0.5.1",
     "@socket.io/redis-adapter": "^8.3.0",
     "archiver": "^7.0.1",
     "aws4": "^1.13.2",
-    "axios": "^1.12.2",
+    "axios": "^1.13.2",
+    "axios-curlirize": "^2.0.0",
     "better-queue": "^3.8.12",
-    "bullmq": "^5.61.0",
-    "chart.js": "^4.5.0",
-    "cloudinary": "^2.7.0",
+    "bullmq": "^5.63.2",
+    "chart.js": "^4.5.1",
+    "cloudinary": "^2.8.0",
     "compression": "^1.8.1",
     "cookie-parser": "^1.4.7",
     "cors": "^2.8.5",
@@ -43,40 +44,43 @@
     "dinero.js": "^1.9.1",
     "dotenv": "^17.2.3",
     "express": "^4.21.1",
-    "firebase-admin": "^13.5.0",
-    "graphql": "^16.11.0",
+    "fast-xml-parser": "^5.3.2",
+    "firebase-admin": "^13.6.0",
+    "graphql": "^16.12.0",
     "graphql-request": "^6.1.0",
-    "intuit-oauth": "^4.2.0",
-    "ioredis": "^5.8.1",
-    "json-2-csv": "^5.5.9",
+    "intuit-oauth": "^4.2.2",
+    "ioredis": "^5.8.2",
+    "json-2-csv": "^5.5.10",
     "jsonwebtoken": "^9.0.2",
     "juice": "^11.0.3",
     "lodash": "^4.17.21",
     "moment": "^2.30.1",
     "moment-timezone": "^0.6.0",
-    "multer": "^1.4.5-lts.1",
+    "multer": "^2.0.2",
+    "mustache": "^4.2.0",
     "node-persist": "^4.0.4",
     "nodemailer": "^6.10.0",
     "phone": "^3.1.67",
     "query-string": "7.1.3",
     "recursive-diff": "^1.0.9",
-    "rimraf": "^6.0.1",
+    "rimraf": "^6.1.0",
     "skia-canvas": "^3.0.8",
-    "soap": "^1.5.0",
+    "soap": "^1.6.0",
     "socket.io": "^4.8.1",
     "socket.io-adapter": "^2.5.5",
     "ssh2-sftp-client": "^11.0.0",
-    "twilio": "^5.10.2",
+    "twilio": "^5.10.5",
     "uuid": "^11.1.0",
     "winston": "^3.18.3",
     "winston-cloudwatch": "^6.3.0",
+    "xml-formatter": "^3.6.7",
     "xml2js": "^0.6.2",
-    "xmlbuilder2": "^3.1.1",
+    "xmlbuilder2": "^4.0.0",
     "yazl": "^3.3.1"
   },
   "devDependencies": {
-    "@eslint/js": "^9.37.0",
-    "eslint": "^9.37.0",
+    "@eslint/js": "^9.39.1",
+    "eslint": "^9.39.1",
     "eslint-plugin-react": "^7.37.5",
     "globals": "^15.15.0",
     "mock-require": "^3.0.3",

server.js

@@ -38,7 +38,7 @@ const { registerCleanupTask, initializeCleanupManager } = require("./server/util
 
 const { loadEmailQueue } = require("./server/notifications/queues/emailQueue");
 const { loadAppQueue } = require("./server/notifications/queues/appQueue");
-
+const { SetLegacyWebsocketHandlers } = require("./server/web-sockets/web-socket");
 const CLUSTER_RETRY_BASE_DELAY = 100;
 const CLUSTER_RETRY_MAX_DELAY = 5000;
 const CLUSTER_RETRY_JITTER = 100;
@@ -247,6 +247,29 @@ const connectToRedisCluster = async () => {
       });
       reject(err);
     });
+
+    redisCluster.on("+node", (node) => {
+      logger.log(`Redis cluster node added`, "INFO", "redis", "api", {
+        host: node.options.host,
+        port: node.options.port
+      });
+    });
+
+    redisCluster.on("-node", (node) => {
+      logger.log(`Redis cluster node removed`, "WARN", "redis", "api", {
+        host: node.options.host,
+        port: node.options.port
+      });
+    });
+
+    redisCluster.on("node error", (error, node) => {
+      console.dir(error);
+      logger.log(`Redis node error`, "ERROR", "redis", "api", {
+        host: node.options.host,
+        port: node.options.port,
+        message: error.message
+      });
+    });
   });
 };
 
@@ -324,6 +347,9 @@ const applySocketIO = async ({ server, app }) => {
     }
   });
 
+  // Legacy Socket Events
+  SetLegacyWebsocketHandlers(io);
+
   const api = {
     pubClient,
     io,
@@ -387,9 +413,6 @@ const main = async () => {
   const redisHelpers = applyRedisHelpers({ pubClient, app, logger });
   const ioHelpers = applyIOHelpers({ app, redisHelpers, ioRedis, logger });
 
-  // Legacy Socket Events
-  require("./server/web-sockets/web-socket");
-
   // Initialize Queues
   await loadQueues({ pubClient: pubClient, logger, redisHelpers, ioRedis });
 

server/accounting/pbs/pbs-ap-allocations.js

@@ -1,7 +1,7 @@
 const GraphQLClient = require("graphql-request").GraphQLClient;
 
 const queries = require("../../graphql-client/queries");
-const CdkBase = require("../../web-sockets/web-socket");
+const WsLogger = require("../../web-sockets/createLogEvent");
 const moment = require("moment");
 const Dinero = require("dinero.js");
 const AxiosLib = require("axios").default;
@@ -23,7 +23,7 @@ axios.interceptors.request.use((x) => {
   } | ${JSON.stringify(x.data)} | ${JSON.stringify(headers)}`;
   //console.log(printable);
 
-  CdkBase.createJsonEvent(socket, "SILLY", `Raw Request: ${printable}`, x.data);
+  WsLogger.createJsonEvent(socket, "SILLY", `Raw Request: ${printable}`, x.data);
 
   return x;
 });
@@ -33,14 +33,14 @@ axios.interceptors.response.use((x) => {
 
   const printable = `${new Date()} | Response: ${x.status} | ${JSON.stringify(x.data)}`;
   //console.log(printable);
-  CdkBase.createJsonEvent(socket, "SILLY", `Raw Response: ${printable}`, x.data);
+  WsLogger.createJsonEvent(socket, "SILLY", `Raw Response: ${printable}`, x.data);
 
   return x;
 });
 
 async function PbsCalculateAllocationsAp(socket, billids) {
   try {
-    CdkBase.createLogEvent(socket, "DEBUG", `Received request to calculate allocations for ${billids}`);
+    WsLogger.createLogEvent(socket, "DEBUG", `Received request to calculate allocations for ${billids}`);
     const { bills, bodyshops } = await QueryBillData(socket, billids);
     const bodyshop = bodyshops[0];
     socket.bodyshop = bodyshop;
@@ -50,7 +50,7 @@ async function PbsCalculateAllocationsAp(socket, billids) {
 
     const transactionlist = [];
     if (bills.length === 0) {
-      CdkBase.createLogEvent(
+      WsLogger.createLogEvent(
         socket,
         "ERROR",
         `No bills found for export. Ensure they have not already been exported and try again.`
@@ -147,7 +147,9 @@ async function PbsCalculateAllocationsAp(socket, billids) {
             ...billHash[key],
             Amount: billHash[key].Amount.toFormat("0.00")
           });
-          APAmount = APAmount.add(billHash[key].Amount); //Calculate the total expense for the bill iteratively to create the corresponding credit to AP.
+          //Calculate the total expense for the bill iteratively to
+          // create the corresponding credit to AP.
+          APAmount = APAmount.add(billHash[key].Amount);
         }
       });
 
@@ -166,19 +168,21 @@ async function PbsCalculateAllocationsAp(socket, billids) {
 
     return transactionlist;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error encountered in PbsCalculateAllocationsAp. ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error encountered in PbsCalculateAllocationsAp. ${error}`);
   }
 }
 
 exports.PbsCalculateAllocationsAp = PbsCalculateAllocationsAp;
 
 async function QueryBillData(socket, billids) {
-  CdkBase.createLogEvent(socket, "DEBUG", `Querying bill data for id(s) ${billids}`);
+  WsLogger.createLogEvent(socket, "DEBUG", `Querying bill data for id(s) ${billids}`);
   const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
+
   const result = await client
     .setHeaders({ Authorization: `Bearer ${socket.handshake.auth.token}` })
     .request(queries.GET_PBS_AP_ALLOCATIONS, { billids: billids });
-  CdkBase.createLogEvent(socket, "SILLY", `Bill data query result ${JSON.stringify(result, null, 2)}`);
+
+  WsLogger.createLogEvent(socket, "SILLY", `Bill data query result ${JSON.stringify(result, null, 2)}`);
 
   return result;
 }
@@ -192,40 +196,10 @@ function getCostAccount(billline, respcenters) {
   return respcenters.costs.find((c) => c.name === acctName);
 }
 
-exports.PbsExportAp = async function (socket, { billids, txEnvelope }) {
-  CdkBase.createLogEvent(socket, "DEBUG", `Exporting selected AP.`);
-
-  //apAllocations has the same shap as the lines key for the accounting posting to PBS.
-  socket.apAllocations = await PbsCalculateAllocationsAp(socket, billids);
-  socket.txEnvelope = txEnvelope;
-  for (const allocation of socket.apAllocations) {
-    const { billid, ...restAllocation } = allocation;
-    const { data: AccountPostingChange } = await axios.post(PBS_ENDPOINTS.AccountingPostingChange, restAllocation, {
-      auth: PBS_CREDENTIALS,
-      socket
-    });
-
-    CheckForErrors(socket, AccountPostingChange);
-
-    if (AccountPostingChange.WasSuccessful) {
-      CdkBase.createLogEvent(socket, "DEBUG", `Marking bill as exported.`);
-      await MarkApExported(socket, [billid]);
-
-      socket.emit("ap-export-success", billid);
-    } else {
-      CdkBase.createLogEvent(socket, "ERROR", `Export was not successful.`);
-      socket.emit("ap-export-failure", {
-        billid,
-        error: AccountPostingChange.Message
-      });
-    }
-  }
-  socket.emit("ap-export-complete");
-};
-
 async function MarkApExported(socket, billids) {
-  CdkBase.createLogEvent(socket, "DEBUG", `Marking bills as exported for id ${billids}`);
+  WsLogger.createLogEvent(socket, "DEBUG", `Marking bills as exported for id ${billids}`);
   const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
+
   const result = await client
     .setHeaders({ Authorization: `Bearer ${socket.handshake.auth.token}` })
     .request(queries.MARK_BILLS_EXPORTED, {
@@ -244,3 +218,36 @@ async function MarkApExported(socket, billids) {
 
   return result;
 }
+
+const defaultHandler = async (socket, { billids, txEnvelope }) => {
+  WsLogger.createLogEvent(socket, "DEBUG", `Exporting selected AP.`);
+
+  //apAllocations has the same shap as the lines key for the accounting posting to PBS.
+  socket.apAllocations = await PbsCalculateAllocationsAp(socket, billids);
+  socket.txEnvelope = txEnvelope;
+  for (const allocation of socket.apAllocations) {
+    const { billid, ...restAllocation } = allocation;
+    const { data: AccountPostingChange } = await axios.post(PBS_ENDPOINTS.AccountingPostingChange, restAllocation, {
+      auth: PBS_CREDENTIALS,
+      socket
+    });
+
+    CheckForErrors(socket, AccountPostingChange);
+
+    if (AccountPostingChange.WasSuccessful) {
+      WsLogger.createLogEvent(socket, "DEBUG", `Marking bill as exported.`);
+      await MarkApExported(socket, [billid]);
+
+      socket.emit("ap-export-success", billid);
+    } else {
+      WsLogger.createLogEvent(socket, "ERROR", `Export was not successful.`);
+      socket.emit("ap-export-failure", {
+        billid,
+        error: AccountPostingChange.Message
+      });
+    }
+  }
+  socket.emit("ap-export-complete");
+};
+
+exports.PbsExportAp = defaultHandler;

server/accounting/pbs/pbs-job-export.js

@@ -2,10 +2,12 @@ const GraphQLClient = require("graphql-request").GraphQLClient;
 const AxiosLib = require("axios").default;
 const queries = require("../../graphql-client/queries");
 const { PBS_ENDPOINTS, PBS_CREDENTIALS } = require("./pbs-constants");
+const WsLogger = require("../../web-sockets/createLogEvent");
+const fs = require("fs");
+const path = require("path");
 
 //const { CDK_CREDENTIALS, CheckCdkResponseForError } = require("./cdk-wsdl");
 const CalculateAllocations = require("../../cdk/cdk-calculate-allocations").default;
-const CdkBase = require("../../web-sockets/web-socket");
 const moment = require("moment-timezone");
 const Dinero = require("dinero.js");
 const InstanceManager = require("../../utils/instanceMgr").default;
@@ -19,11 +21,12 @@ axios.interceptors.request.use((x) => {
     ...x.headers[x.method],
     ...x.headers
   };
-  const printable = `${new Date()} | Request: ${x.method.toUpperCase()} | ${x.url
-    } | ${JSON.stringify(x.data)} | ${JSON.stringify(headers)}`;
+  const printable = `${new Date()} | Request: ${x.method.toUpperCase()} | ${
+    x.url
+  } | ${JSON.stringify(x.data)} | ${JSON.stringify(headers)}`;
   //logRequestToFile(printable);
 
-  CdkBase.createJsonEvent(socket, "DEBUG", `Raw Request: ${printable}`, x.data);
+  WsLogger.createJsonEvent(socket, "DEBUG", `Raw Request: ${printable}`, x.data);
 
   return x;
 });
@@ -33,13 +36,11 @@ axios.interceptors.response.use((x) => {
 
   const printable = `${new Date()} | Response: ${x.status} ${x.statusText} |${JSON.stringify(x.data)}`;
   //logRequestToFile(printable);
-  CdkBase.createJsonEvent(socket, "DEBUG", `Raw Response: ${printable}`, x.data);
+  WsLogger.createJsonEvent(socket, "DEBUG", `Raw Response: ${printable}`, x.data);
 
   return x;
 });
 
-const fs = require('fs');
-const path = require("path");
 function logRequestToFile(printable) {
   try {
     const logDir = path.join(process.cwd(), "logs");
@@ -53,21 +54,20 @@ function logRequestToFile(printable) {
   }
 }
 
-
-exports.default = async function (socket, { txEnvelope, jobid }) {
+const defaultHandler = async (socket, { txEnvelope, jobid }) => {
   socket.logEvents = [];
   socket.recordid = jobid;
   socket.txEnvelope = txEnvelope;
   try {
-    CdkBase.createLogEvent(socket, "INFO", `Received Job export request for id ${jobid}`);
+    WsLogger.createLogEvent(socket, "INFO", `Received Job export request for id ${jobid}`);
 
     const JobData = await QueryJobData(socket, jobid);
     socket.JobData = JobData;
-    CdkBase.createLogEvent(socket, "INFO", `Querying the DMS for the Vehicle Record.`);
+    WsLogger.createLogEvent(socket, "INFO", `Querying the DMS for the Vehicle Record.`);
     //Query for the Vehicle record to get the associated customer.
     socket.DmsVeh = await QueryVehicleFromDms(socket);
     //Todo: Need to validate the lines and methods below.
-    if (socket.DmsVeh && socket.DmsVeh.CustomerRef) {
+    if (socket.DmsVeh?.CustomerRef) {
       //Get the associated customer from the Vehicle Record.
       socket.DMSVehCustomer = await QueryCustomerBycodeFromDms(socket, socket.DmsVeh.CustomerRef);
     }
@@ -78,35 +78,39 @@ exports.default = async function (socket, { txEnvelope, jobid }) {
       ...socket.DMSCustList
     ]);
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error encountered in PbsJobExport. ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error encountered in PbsJobExport. ${error}`);
   }
 };
 
+exports.default = defaultHandler;
+
 exports.PbsSelectedCustomer = async function PbsSelectedCustomer(socket, selectedCustomerId) {
   try {
     socket.selectedCustomerId = selectedCustomerId;
     if (socket.JobData.bodyshop.pbs_configuration.disablecontactvehicle !== true) {
-      CdkBase.createLogEvent(socket, "INFO", `User selected customer ${selectedCustomerId || "NEW"}`);
+      WsLogger.createLogEvent(socket, "INFO", `User selected customer ${selectedCustomerId || "NEW"}`);
 
       //Upsert the contact information as per Wafaa's Email.
-      CdkBase.createLogEvent(
+      WsLogger.createLogEvent(
         socket,
         "INFO",
-        `Upserting contact information to DMS for ${socket.JobData.ownr_fn || ""
+        `Upserting contact information to DMS for ${
+          socket.JobData.ownr_fn || ""
         } ${socket.JobData.ownr_ln || ""} ${socket.JobData.ownr_co_nm || ""}`
       );
       const ownerRef = await UpsertContactData(socket, selectedCustomerId);
       socket.ownerRef = ownerRef;
-      CdkBase.createLogEvent(socket, "INFO", `Upserting vehicle information to DMS for ${socket.JobData.v_vin}`);
+
+      WsLogger.createLogEvent(socket, "INFO", `Upserting vehicle information to DMS for ${socket.JobData.v_vin}`);
       const vehicleRef = await UpsertVehicleData(socket, ownerRef.ReferenceId);
       socket.vehicleRef = vehicleRef;
     } else {
-      CdkBase.createLogEvent(
+      WsLogger.createLogEvent(
         socket,
         "INFO",
         `Contact and Vehicle updates disabled. Querying data and skipping to accounting data insert.`
       );
-      //Must query for records to insert $0 RO. 
+      //Must query for records to insert $0 RO.
       if (!socket.ownerRef) {
         const ownerRef = (await QueryCustomerBycodeFromDms(socket, selectedCustomerId))?.[0];
         socket.ownerRef = ownerRef;
@@ -114,22 +118,21 @@ exports.PbsSelectedCustomer = async function PbsSelectedCustomer(socket, selecte
       const vehicleRef = await GetVehicleData(socket, socket.ownerRef?.ReferenceId || socket.selectedCustomerId);
       socket.vehicleRef = vehicleRef;
     }
-    CdkBase.createLogEvent(socket, "INFO", `Inserting accounting posting data..`);
+    WsLogger.createLogEvent(socket, "INFO", `Inserting account posting data...`);
     const insertResponse = await InsertAccountPostingData(socket);
 
     if (insertResponse.WasSuccessful) {
       if (socket.JobData.bodyshop.pbs_configuration.ro_posting) {
-
-        await CreateRepairOrderInPBS(socket, socket.ownerRef, socket.vehicleRef)
+        await CreateRepairOrderInPBS(socket, socket.ownerRef, socket.vehicleRef);
       }
-      CdkBase.createLogEvent(socket, "INFO", `Marking job as exported.`);
+      WsLogger.createLogEvent(socket, "INFO", `Marking job as exported.`);
       await MarkJobExported(socket, socket.JobData.id);
       socket.emit("export-success", socket.JobData.id);
     } else {
-      CdkBase.createLogEvent(socket, "ERROR", `Export was not successful.`);
+      WsLogger.createLogEvent(socket, "ERROR", `Export was not successful.`);
     }
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error encountered in PbsSelectedCustomer. ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error encountered in PbsSelectedCustomer. ${error}`);
     await InsertFailedExportLog(socket, error);
   }
 };
@@ -137,22 +140,24 @@ exports.PbsSelectedCustomer = async function PbsSelectedCustomer(socket, selecte
 // Was Successful
 async function CheckForErrors(socket, response) {
   if (response.WasSuccessful === undefined || response.WasSuccessful === true) {
-    CdkBase.createLogEvent(socket, "INFO", `Successful response from DMS. ${response.Message || ""}`);
+    WsLogger.createLogEvent(socket, "INFO", `Successful response from DMS. ${response.Message || ""}`);
   } else {
-    CdkBase.createLogEvent(socket, "ERROR", `Error received from DMS: ${response.Message}`);
-    CdkBase.createLogEvent(socket, "DEBUG", `Error received from DMS: ${JSON.stringify(response)}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error received from DMS: ${response.Message}`);
+    WsLogger.createLogEvent(socket, "DEBUG", `Error received from DMS: ${JSON.stringify(response)}`);
   }
 }
 
 exports.CheckForErrors = CheckForErrors;
 
 async function QueryJobData(socket, jobid) {
-  CdkBase.createLogEvent(socket, "INFO", `Querying job data for id ${jobid}`);
+  WsLogger.createLogEvent(socket, "INFO", `Querying job data for id ${jobid}`);
   const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
+
   const result = await client
     .setHeaders({ Authorization: `Bearer ${socket.handshake.auth.token}` })
     .request(queries.QUERY_JOBS_FOR_PBS_EXPORT, { id: jobid });
-  CdkBase.createLogEvent(socket, "DEBUG", `Job data query result ${JSON.stringify(result, null, 2)}`);
+
+  //WsLogger.createLogEvent(socket, "DEBUG", `Job data query result ${JSON.stringify(result, null, 2)}`);
   return result.jobs_by_pk;
 }
 
@@ -191,7 +196,7 @@ async function QueryVehicleFromDms(socket) {
     CheckForErrors(socket, VehicleGetResponse);
     return VehicleGetResponse;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in QueryVehicleFromDms - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in QueryVehicleFromDms - ${error}`);
     throw new Error(error);
   }
 }
@@ -220,9 +225,9 @@ async function QueryCustomersFromDms(socket) {
       { auth: PBS_CREDENTIALS, socket }
     );
     CheckForErrors(socket, CustomerGetResponse);
-    return CustomerGetResponse && CustomerGetResponse.Contacts;
+    return CustomerGetResponse?.Contacts;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in QueryCustomersFromDms - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in QueryCustomersFromDms - ${error}`);
     throw new Error(error);
   }
 }
@@ -253,9 +258,9 @@ async function QueryCustomerBycodeFromDms(socket, CustomerRef) {
       { auth: PBS_CREDENTIALS, socket }
     );
     CheckForErrors(socket, CustomerGetResponse);
-    return CustomerGetResponse && CustomerGetResponse.Contacts;
+    return CustomerGetResponse?.Contacts;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in QueryCustomersFromDms - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in QueryCustomersFromDms - ${error}`);
     throw new Error(error);
   }
 }
@@ -272,15 +277,15 @@ async function UpsertContactData(socket, selectedCustomerId) {
           Code: socket.JobData.owner.accountingid,
           ...(socket.JobData.ownr_co_nm
             ? {
-              //LastName: socket.JobData.ownr_ln,
-              FirstName: socket.JobData.ownr_co_nm,
-              IsBusiness: true
-            }
+                //LastName: socket.JobData.ownr_ln,
+                FirstName: socket.JobData.ownr_co_nm,
+                IsBusiness: true
+              }
             : {
-              LastName: socket.JobData.ownr_ln,
-              FirstName: socket.JobData.ownr_fn,
-              IsBusiness: false
-            }),
+                LastName: socket.JobData.ownr_ln,
+                FirstName: socket.JobData.ownr_fn,
+                IsBusiness: false
+              }),
 
           //Salutation: "String",
           //MiddleName: "String",
@@ -337,7 +342,7 @@ async function UpsertContactData(socket, selectedCustomerId) {
     CheckForErrors(socket, ContactChangeResponse);
     return ContactChangeResponse;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in UpsertContactData - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in UpsertContactData - ${error}`);
     throw new Error(error);
   }
 }
@@ -357,10 +362,10 @@ async function UpsertVehicleData(socket, ownerRef) {
           //FleetNumber: "String",
           //Status: "String",
           OwnerRef: ownerRef, // "00000000000000000000000000000000",
-          // ModelNumber: socket.JobData.vehicle && socket.JobData.vehicle.v_makecode,
+          // ModelNumber: socket.JobData.vehicle?.v_makecode,
           Make: socket.JobData.v_make_desc,
           Model: socket.JobData.v_model_desc,
-          Trim: socket.JobData.vehicle && socket.JobData.vehicle.v_trimcode,
+          Trim: socket.JobData.vehicle?.v_trimcode,
           //VehicleType: "String",
           Year: socket.JobData.v_model_yr,
           Odometer: socket.JobData.kmout,
@@ -490,14 +495,16 @@ async function UpsertVehicleData(socket, ownerRef) {
     CheckForErrors(socket, VehicleChangeResponse);
     return VehicleChangeResponse;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in UpsertVehicleData - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in UpsertVehicleData - ${error}`);
     throw new Error(error);
   }
 }
 
 async function GetVehicleData(socket, ownerRef) {
   try {
-    const { data: { Vehicles } } = await axios.post(
+    const {
+      data: { Vehicles }
+    } = await axios.post(
       PBS_ENDPOINTS.VehicleGet,
       {
         SerialNumber: socket.JobData.bodyshop.pbs_serialnumber,
@@ -510,7 +517,7 @@ async function GetVehicleData(socket, ownerRef) {
         // "Trim": "String",
         // "ModelNumber": "String",
         // "StockNumber": "String",
-        VIN: socket.JobData.v_vin,
+        VIN: socket.JobData.v_vin
         // "LicenseNumber": "String",
         // "Lot": "String",
         // "Status": "String",
@@ -528,24 +535,21 @@ async function GetVehicleData(socket, ownerRef) {
         // "LotAccessDivisions": [0],
         // "OdometerTo": 0,
         // "OdometerFrom": 0
-      }
-      ,
+      },
       { auth: PBS_CREDENTIALS, socket }
     );
     CheckForErrors(socket, Vehicles);
     if (Vehicles.length === 1) {
       return Vehicles[0];
-
     } else {
-      CdkBase.createLogEvent(socket, "ERROR", `Error in Getting Vehicle Data - ${Vehicles.length} vehicle(s) found`);
+      WsLogger.createLogEvent(socket, "ERROR", `Error in Getting Vehicle Data - ${Vehicles.length} vehicle(s) found`);
     }
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in UpsertVehicleData - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in UpsertVehicleData - ${error}`);
     throw new Error(error);
   }
 }
 
-
 async function InsertAccountPostingData(socket) {
   try {
     const allocations = await CalculateAllocations(socket, socket.JobData.id);
@@ -629,7 +633,8 @@ async function InsertAccountPostingData(socket) {
         Posting: {
           Reference: socket.JobData.ro_number,
           JournalCode: socket.txEnvelope.journal,
-          TransactionDate: moment(socket.JobData.date_invoiced).tz(socket.JobData.bodyshop.timezone).toISOString(), //"0001-01-01T00:00:00.0000000Z",
+          //Sample TransactionDate: "0001-01-01T00:00:00.0000000Z",
+          TransactionDate: moment(socket.JobData.date_invoiced).tz(socket.JobData.bodyshop.timezone).toISOString(),
           Description: socket.txEnvelope.story,
           //AdditionalInfo: "String",
           Source: InstanceManager({ imex: "ImEX Online", rome: "Rome Online" }),
@@ -642,14 +647,15 @@ async function InsertAccountPostingData(socket) {
     CheckForErrors(socket, AccountPostingChange);
     return AccountPostingChange;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in InsertAccountPostingData - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in InsertAccountPostingData - ${error}`);
     throw new Error(error);
   }
 }
 
 async function MarkJobExported(socket, jobid) {
-  CdkBase.createLogEvent(socket, "INFO", `Marking job as exported for id ${jobid}`);
+  WsLogger.createLogEvent(socket, "INFO", `Marking job as exported for id ${jobid}`);
   const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
+
   const result = await client
     .setHeaders({ Authorization: `Bearer ${socket.handshake.auth.token}` })
     .request(queries.MARK_JOB_EXPORTED, {
@@ -677,47 +683,52 @@ async function MarkJobExported(socket, jobid) {
 async function InsertFailedExportLog(socket, error) {
   try {
     const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
+
     const result = await client
       .setHeaders({ Authorization: `Bearer ${socket.handshake.auth.token}` })
       .request(queries.INSERT_EXPORT_LOG, {
-        log: {
+        logs: [{
           bodyshopid: socket.JobData.bodyshop.id,
           jobid: socket.JobData.id,
           successful: false,
           message: JSON.stringify(error),
           useremail: socket.user.email
-        }
+        }]
       });
 
     return result;
   } catch (error2) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in InsertFailedExportLog - ${error} - ${JSON.stringify(error2)}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in InsertFailedExportLog - ${error} - ${JSON.stringify(error2)}`);
   }
 }
 
-
 async function CreateRepairOrderInPBS(socket) {
   try {
     const { RepairOrders } = await RepairOrderGet(socket);
     if (RepairOrders.length === 0) {
-      const InsertedRepairOrder = await RepairOrderChange(socket)
+      const InsertedRepairOrder = await RepairOrderChange(socket);
       socket.InsertedRepairOrder = InsertedRepairOrder;
-      CdkBase.createLogEvent(socket, "INFO", `No repair orders found for vehicle. Inserting record.`);
-
+      WsLogger.createLogEvent(socket, "INFO", `No repair orders found for vehicle. Inserting record.`);
     } else if (RepairOrders.length > 0) {
-      //Find out if it's a matching RO. 
-      //This logic is used because the integration will simply add another line to an open RO if it exists. 
-      const matchingRo = RepairOrders.find(ro => ro.Memo?.toLowerCase()?.includes(socket.JobData.ro_number.toLowerCase()))
+      //Find out if it's a matching RO.
+      //This logic is used because the integration will simply add another line to an open RO if it exists.
+      const matchingRo = RepairOrders.find((ro) =>
+        ro.Memo?.toLowerCase()?.includes(socket.JobData.ro_number.toLowerCase())
+      );
       if (!matchingRo) {
-        CdkBase.createLogEvent(socket, "INFO", `ROs found for vehicle, but none match. Inserting record.`);
-        const InsertedRepairOrder = await RepairOrderChange(socket)
+        WsLogger.createLogEvent(socket, "INFO", `ROs found for vehicle, but none match. Inserting record.`);
+        const InsertedRepairOrder = await RepairOrderChange(socket);
         socket.InsertedRepairOrder = InsertedRepairOrder;
       } else {
-        CdkBase.createLogEvent(socket, "WARN", `Repair order appears to already exist in PBS. ${matchingRo.RepairOrderNumber}`);
+        WsLogger.createLogEvent(
+          socket,
+          "WARN",
+          `Repair order appears to already exist in PBS. ${matchingRo.RepairOrderNumber}`
+        );
       }
     }
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in CreateRepairOrderInPBS - ${error} - ${JSON.stringify(error)}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in CreateRepairOrderInPBS - ${error} - ${JSON.stringify(error)}`);
   }
 }
 
@@ -733,7 +744,7 @@ async function RepairOrderGet(socket) {
         // "Tag": "String",
         //"ContactRef": socket.contactRef,
         // "ContactRefList": ["00000000000000000000000000000000"],
-        "VehicleRef": socket.vehicleRef?.ReferenceId || socket.vehicleRef?.VehicleId,
+        VehicleRef: socket.vehicleRef?.ReferenceId || socket.vehicleRef?.VehicleId
         // "VehicleRefList": ["00000000000000000000000000000000"],
         // "Status": "String",
         // "CashieredSince": "0001-01-01T00:00:00.0000000Z",
@@ -749,7 +760,7 @@ async function RepairOrderGet(socket) {
     CheckForErrors(socket, RepairOrderGet);
     return RepairOrderGet;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in RepairOrderChange - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in RepairOrderChange - ${error}`);
     throw new Error(error);
   }
 }
@@ -758,31 +769,32 @@ async function RepairOrderChange(socket) {
   try {
     const { data: RepairOrderChangeResponse } = await axios.post(
       PBS_ENDPOINTS.RepairOrderChange,
-      { //Additional details at https://partnerhub.pbsdealers.com/json/metadata?op=RepairOrderChange
-        "RepairOrderInfo": {
+      {
+        //Additional details at https://partnerhub.pbsdealers.com/json/metadata?op=RepairOrderChange
+        RepairOrderInfo: {
           //"Id": "string/00000000-0000-0000-0000-000000000000",
           //"RepairOrderId": "00000000000000000000000000000000",
           SerialNumber: socket.JobData.bodyshop.pbs_serialnumber,
-          "RepairOrderNumber": "00000000000000000000000000000000", //This helps force a new RO. 
-          "RawRepairOrderNumber": "00000000000000000000000000000000",
+          RepairOrderNumber: "00000000000000000000000000000000", //This helps force a new RO.
+          RawRepairOrderNumber: "00000000000000000000000000000000",
           // "RepairOrderNumber": socket.JobData.ro_number, //These 2 values are ignored as confirmed by PBS.
           // "RawRepairOrderNumber": socket.JobData.ro_number,
-          "DateOpened": moment(),
+          DateOpened: moment(),
           // "DateOpenedUTC": "0001-01-01T00:00:00.0000000Z",
           // "DateCashiered": "0001-01-01T00:00:00.0000000Z",
           // "DateCashieredUTC": "0001-01-01T00:00:00.0000000Z",
-          "DatePromised": socket.JobData.scheduled_completion,
+          DatePromised: socket.JobData.scheduled_completion,
           // "DatePromisedUTC": "0001-01-01T00:00:00.0000000Z",
-          "DateVehicleCompleted": socket.JobData.actual_completion,
+          DateVehicleCompleted: socket.JobData.actual_completion,
           // "DateCustomerNotified": "0001-01-01T00:00:00.0000000Z",
           // "CSR": "String",
           // "CSRRef": "00000000000000000000000000000000",
           // "BookingUser": "String",
           // "BookingUserRef": "00000000000000000000000000000000",
-          "ContactRef": socket.ownerRef?.ReferenceId || socket.ownerRef?.ContactId,
-          "VehicleRef": socket.vehicleRef?.ReferenceId || socket.vehicleRef?.VehicleId,
-          "MileageIn": socket.JobData.km_in,
-          "Tag": "BODYSHOP",
+          ContactRef: socket.ownerRef?.ReferenceId || socket.ownerRef?.ContactId,
+          VehicleRef: socket.vehicleRef?.ReferenceId || socket.vehicleRef?.VehicleId,
+          MileageIn: socket.JobData.km_in,
+          Tag: "BODYSHOP",
           //"Status": "CLOSED", //Values here do not impact the status. Confirmed by PBS support.
           Requests: [
             {
@@ -791,61 +803,59 @@ async function RepairOrderChange(socket) {
               // "CSR": "PBS",
               // "CSRRef": "1ce12ac692564e94bda955d529ee911a",
               // "Skill": "GEN",
-              "RequestCode": "MISC",
-              "RequestDescription": `VEHICLE REPAIRED AT BODYSHOP. PLEASE REFERENCE IMEX SHOP MANAGEMENT SYSTEM. ${socket.txEnvelope.story}`,
-              "Status": "Completed",
+              RequestCode: "MISC",
+              RequestDescription: `VEHICLE REPAIRED AT BODYSHOP. PLEASE REFERENCE IMEX SHOP MANAGEMENT SYSTEM. ${socket.txEnvelope.story}`,
+              Status: "Completed",
               // "TechRef": "00000000000000000000000000000000",
-              "AllowedHours": 0,
-              "EstimateLabour": 0,
-              "EstimateParts": 0,
-              "ComeBack": false,
-              "AddedOperation": true,
-              "PartLines": [],
-              "PartRequestLines": [],
-              "LabourLines": [],
-              "SubletLines": [],
-              "TimePunches": [],
-              "Summary": {
-                "Labour": 0,
-                "Parts": 0,
-                "OilGas": 0,
-                "SubletTow": 0,
-                "Misc": 0,
-                "Environment": 0,
-                "ShopSupplies": 0,
-                "Freight": 0,
-                "WarrantyDeductible": 0,
-                "Discount": 0,
-                "SubTotal": 0,
-                "Tax1": 0,
-                "Tax2": 0,
-                "InvoiceTotal": 0,
-                "CustomerDeductible": 0,
-                "GrandTotal": 0,
-                "LabourDiscount": 0,
-                "PartDiscount": 0,
-                "ServiceFeeTotal": 0,
-                "OEMDiscount": 0
+              AllowedHours: 0,
+              EstimateLabour: 0,
+              EstimateParts: 0,
+              ComeBack: false,
+              AddedOperation: true,
+              PartLines: [],
+              PartRequestLines: [],
+              LabourLines: [],
+              SubletLines: [],
+              TimePunches: [],
+              Summary: {
+                Labour: 0,
+                Parts: 0,
+                OilGas: 0,
+                SubletTow: 0,
+                Misc: 0,
+                Environment: 0,
+                ShopSupplies: 0,
+                Freight: 0,
+                WarrantyDeductible: 0,
+                Discount: 0,
+                SubTotal: 0,
+                Tax1: 0,
+                Tax2: 0,
+                InvoiceTotal: 0,
+                CustomerDeductible: 0,
+                GrandTotal: 0,
+                LabourDiscount: 0,
+                PartDiscount: 0,
+                ServiceFeeTotal: 0,
+                OEMDiscount: 0
               },
-              "LineType": "RequestLine",
-            },
+              LineType: "RequestLine"
+            }
           ],
 
-          "Memo": socket.txEnvelope.story,
-
+          Memo: socket.txEnvelope.story
         },
-        "IsAsynchronous": false,
+        IsAsynchronous: false
         // "UserRequest": "String",
         // "UserRef": "00000000000000000000000000000000"
-      }
+      },
 
-      ,
       { auth: PBS_CREDENTIALS, socket }
     );
     CheckForErrors(socket, RepairOrderChangeResponse);
     return RepairOrderChangeResponse;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in RepairOrderChange - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in RepairOrderChange - ${error}`);
     throw new Error(error);
   }
-}
+}

server/cdk/cdk-calculate-allocations.js

@@ -1,10 +1,11 @@
 const GraphQLClient = require("graphql-request").GraphQLClient;
 
 const queries = require("../graphql-client/queries");
-const CdkBase = require("../web-sockets/web-socket");
-
+const CreateFortellisLogEvent = require("../fortellis/fortellis-logger");
 const Dinero = require("dinero.js");
 const _ = require("lodash");
+const WsLogger = require("../web-sockets/createLogEvent");
+
 const InstanceManager = require("../utils/instanceMgr").default;
 const { DiscountNotAlreadyCounted } = InstanceManager({
   imex: require("../job/job-totals"),
@@ -13,37 +14,40 @@ const { DiscountNotAlreadyCounted } = InstanceManager({
 
 exports.defaultRoute = async function (req, res) {
   try {
-    CdkBase.createLogEvent(req, "DEBUG", `Received request to calculate allocations for ${req.body.jobid}`);
+    WsLogger.createLogEvent(req, "DEBUG", `Received request to calculate allocations for ${req.body.jobid}`);
     const jobData = await QueryJobData(req, req.BearerToken, req.body.jobid);
     return res.status(200).json({ data: calculateAllocations(req, jobData) });
   } catch (error) {
-    ////console.log(error);
-    CdkBase.createLogEvent(req, "ERROR", `Error encountered in CdkCalculateAllocations. ${error}`);
+    WsLogger.createLogEvent(req, "ERROR", `Error encountered in CdkCalculateAllocations. ${error}`);
+    WsLogger.createLogEvent(req, "ERROR", `Error encountered in CdkCalculateAllocations. ${error.stack}`);
     res.status(500).json({ error: `Error encountered in CdkCalculateAllocations. ${error}` });
   }
 };
 
-exports.default = async function (socket, jobid) {
+exports.default = async function (socket, jobid, isFortellis = false) {
   try {
-    const jobData = await QueryJobData(socket, "Bearer " + socket.handshake.auth.token, jobid);
-    return calculateAllocations(socket, jobData);
+    const jobData = await QueryJobData(socket, "Bearer " + socket.handshake.auth.token, jobid, isFortellis);
+    return calculateAllocations(socket, jobData, isFortellis);
   } catch (error) {
-    ////console.log(error);
-    CdkBase.createLogEvent(socket, "ERROR", `Error encountered in CdkCalculateAllocations. ${error}`);
+    const loggingFunction = isFortellis ? CreateFortellisLogEvent : WsLogger.createLogEvent;
+    loggingFunction(socket, "ERROR", `Error encountered in CdkCalculateAllocations. ${error}`);
+    loggingFunction(socket, "ERROR", `Error encountered in CdkCalculateAllocations. ${error.stack}`);
   }
 };
 
-async function QueryJobData(connectionData, token, jobid) {
-  CdkBase.createLogEvent(connectionData, "DEBUG", `Querying job data for id ${jobid}`);
+async function QueryJobData(connectionData, token, jobid, isFortellis) {
+  const loggingFunction = isFortellis ? CreateFortellisLogEvent : WsLogger.createLogEvent;
+
+  loggingFunction(connectionData, "DEBUG", `Querying job data for id ${jobid}`);
   const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
   const result = await client.setHeaders({ Authorization: token }).request(queries.GET_CDK_ALLOCATIONS, { id: jobid });
-  CdkBase.createLogEvent(connectionData, "SILLY", `Job data query result ${JSON.stringify(result, null, 2)}`);
+  //loggingFunction(connectionData, "DEBUG", `Job data query result ${JSON.stringify(result, null, 2)}`);
   return result.jobs_by_pk;
 }
 
-function calculateAllocations(connectionData, job) {
+function calculateAllocations(connectionData, job, isFortellis) {
   const { bodyshop } = job;
-
+  const loggingFunction = isFortellis ? CreateFortellisLogEvent : WsLogger.createLogEvent;
   const taxAllocations = InstanceManager({
     executeFunction: true,
     deubg: true,
@@ -159,7 +163,7 @@ function calculateAllocations(connectionData, job) {
   const selectedDmsAllocationConfig = bodyshop.md_responsibility_centers.dms_defaults.find(
     (d) => d.name === job.dms_allocation
   );
-  CdkBase.createLogEvent(
+  loggingFunction(
     connectionData,
     "DEBUG",
     `Using DMS Allocation ${selectedDmsAllocationConfig && selectedDmsAllocationConfig.name} for cost export.`
@@ -360,10 +364,10 @@ function calculateAllocations(connectionData, job) {
           Dinero(job.job_totals.parts.adjustments[key])
         );
       } else {
-        CdkBase.createLogEvent(
+        loggingFunction(
           connectionData,
           "ERROR",
-          `Error encountered in CdkCalculateAllocations. Unable to find adjustment account. ${error}`
+          `Error encountered in CdkCalculateAllocations. Unable to find adjustment account: ${accountName}`
         );
       }
     });
@@ -383,10 +387,10 @@ function calculateAllocations(connectionData, job) {
             Dinero(job.job_totals.rates[key].adjustments)
           );
         } else {
-          CdkBase.createLogEvent(
+          loggingFunction(
             connectionData,
             "ERROR",
-            `Error encountered in CdkCalculateAllocations. Unable to find adjustment account. ${error}`
+            `Error encountered in CdkCalculateAllocations. Unable to find adjustment account: ${accountName}`
           );
         }
       }

server/cdk/cdk-get-makes.js

@@ -5,6 +5,12 @@ const CdkWsdl = require("./cdk-wsdl").default;
 const logger = require("../utils/logger");
 
 const { CDK_CREDENTIALS, CheckCdkResponseForError } = require("./cdk-wsdl");
+const {
+  MakeFortellisCall,
+  FortellisActions,
+  GetAuthToken,
+  GetDepartmentId
+} = require("../fortellis/fortellis-helpers");
 
 // exports.default = async function (socket, cdk_dealerid) {
 //   try {
@@ -105,3 +111,85 @@ async function GetCdkMakes(req, cdk_dealerid) {
     throw new Error(error);
   }
 }
+
+async function GetFortellisMakes(req, cdk_dealerid) {
+  logger.log("fortellis-replace-makes-models", "DEBUG", req.user.email, null, {
+    cdk_dealerid
+  });
+  try {
+    const result = await MakeFortellisCall({
+      ...FortellisActions.GetMakeModel,
+      headers: {},
+      redisHelpers: {
+        setSessionTransactionData: () => {
+          return null;
+        },
+        getSessionTransactionData: () => {
+          return null;
+        }
+      },
+      socket: { emit: () => null },
+      jobid: null,
+      body: {},
+      SubscriptionObject: {
+        SubscriptionID: cdk_dealerid
+      }
+    });
+
+    logger.log("fortellis-replace-makes-models-response", "ERROR", req.user.email, null, {
+      cdk_dealerid,
+      xml: result
+    });
+    return result.data;
+  } catch (error) {
+    logger.log("fortellis-replace-makes-models-error", "ERROR", req.user.email, null, {
+      cdk_dealerid,
+      error
+    });
+
+    throw new Error(error);
+  }
+}
+
+exports.fortellis = async function ReloadFortellisMakes(req, res) {
+  const { bodyshopid, cdk_dealerid } = req.body;
+  try {
+    //Query all CDK Models
+    const newList = await GetFortellisMakes(req, cdk_dealerid);
+
+    const BearerToken = req.BearerToken;
+    const client = req.userGraphQLClient;
+
+    const deleteResult = await client
+      .setHeaders({ Authorization: BearerToken })
+      .request(queries.DELETE_ALL_DMS_VEHICLES, {});
+
+    //Insert the new ones.
+
+    const insertResult = await client.setHeaders({ Authorization: BearerToken }).request(queries.INSERT_DMS_VEHICLES, {
+      vehicles: newList.map((i) => {
+        return {
+          bodyshopid,
+          makecode: i.makeCode,
+          modelcode: i.modelCode,
+          make: i.makeFullName,
+          model: i.modelFullName
+        };
+      })
+    });
+
+    logger.log("fortellis-replace-makes-models-success", "DEBUG", req.user.email, null, {
+      cdk_dealerid,
+      count: newList.length
+    });
+
+    res.sendStatus(200);
+  } catch (error) {
+    logger.log("fortellis-replace-makes-models-error", "ERROR", req.user.email, null, {
+      cdk_dealerid,
+      error: error.message,
+      stack: error.stack
+    });
+    res.status(500).json(error);
+  }
+};

server/cdk/cdk-job-export.js

@@ -1,33 +1,36 @@
 const GraphQLClient = require("graphql-request").GraphQLClient;
 const soap = require("soap");
 const queries = require("../graphql-client/queries");
-const CdkBase = require("../web-sockets/web-socket");
 const CdkWsdl = require("./cdk-wsdl").default;
 const { CDK_CREDENTIALS, CheckCdkResponseForError } = require("./cdk-wsdl");
 const CalcualteAllocations = require("./cdk-calculate-allocations").default;
 const InstanceMgr = require("../utils/instanceMgr").default;
+const WsLogger = require("../web-sockets/createLogEvent");
 
 const moment = require("moment-timezone");
 
 const replaceSpecialRegex = /[^a-zA-Z0-9 .,\n #]+/g;
 
-exports.default = async function (socket, { txEnvelope, jobid }) {
+const defaultHandler = async (socket, { txEnvelope, jobid }) => {
+  ////Store the following information into the redis store for this transaction.
   socket.logEvents = [];
   socket.recordid = jobid;
   socket.txEnvelope = txEnvelope;
+  ////
+
   try {
-    CdkBase.createLogEvent(socket, "DEBUG", `Received Job export request for id ${jobid}`);
+    WsLogger.createLogEvent(socket, "DEBUG", `Received Job export request for id ${jobid}`);
 
     const JobData = await QueryJobData(socket, jobid);
     socket.JobData = JobData;
     const DealerId = JobData.bodyshop.cdk_dealerid;
-    CdkBase.createLogEvent(socket, "DEBUG", `Dealer ID detected: ${JSON.stringify(DealerId)}`);
+    WsLogger.createLogEvent(socket, "DEBUG", `Dealer ID detected: ${JSON.stringify(DealerId)}`);
 
-    CdkBase.createLogEvent(socket, "DEBUG", `{1} Begin Calculate DMS Vehicle ID using VIN: ${JobData.v_vin}`);
+    WsLogger.createLogEvent(socket, "DEBUG", `{1} Begin Calculate DMS Vehicle ID using VIN: ${JobData.v_vin}`);
     socket.DMSVid = await CalculateDmsVid(socket, JobData);
 
     if (socket.DMSVid.newId === "N") {
-      CdkBase.createLogEvent(
+      WsLogger.createLogEvent(
         socket,
         "DEBUG",
         `{2.1} Querying the Vehicle using the DMSVid: ${socket.DMSVid.vehiclesVehId}`
@@ -35,10 +38,10 @@ exports.default = async function (socket, { txEnvelope, jobid }) {
       socket.DMSVeh = await QueryDmsVehicleById(socket, JobData, socket.DMSVid);
 
       const DMSVehCustomer =
-        socket.DMSVeh && socket.DMSVeh.owners && socket.DMSVeh.owners.find((o) => o.id.assigningPartyId === "CURRENT");
+        socket.DMSVeh?.owners && socket.DMSVeh.owners.find((o) => o.id.assigningPartyId === "CURRENT");
 
-      if (DMSVehCustomer && DMSVehCustomer.id && DMSVehCustomer.id.value) {
-        CdkBase.createLogEvent(
+      if (DMSVehCustomer?.id && DMSVehCustomer.id.value) {
+        WsLogger.createLogEvent(
           socket,
           "DEBUG",
           `{2.2} Querying the Customer using the ID from DMSVeh: ${DMSVehCustomer.id.value}`
@@ -47,7 +50,7 @@ exports.default = async function (socket, { txEnvelope, jobid }) {
       }
     }
 
-    CdkBase.createLogEvent(socket, "DEBUG", `{2.3} Querying the Customer using the name.`);
+    WsLogger.createLogEvent(socket, "DEBUG", `{2.3} Querying the Customer using the name.`);
 
     socket.DMSCustList = await QueryDmsCustomerByName(socket, JobData);
 
@@ -56,43 +59,48 @@ exports.default = async function (socket, { txEnvelope, jobid }) {
       ...socket.DMSCustList
     ]);
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error encountered in CdkJobExport. ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error encountered in CdkJobExport. ${error}`);
   }
 };
+exports.default = defaultHandler;
 
 async function CdkSelectedCustomer(socket, selectedCustomerId) {
   try {
     socket.selectedCustomerId = selectedCustomerId;
     if (selectedCustomerId) {
-      CdkBase.createLogEvent(socket, "DEBUG", `{3.1} Querying the Customer using Customer ID: ${selectedCustomerId}`);
+      WsLogger.createLogEvent(socket, "DEBUG", `{3.1} Querying the Customer using Customer ID: ${selectedCustomerId}`);
       socket.DMSCust = await QueryDmsCustomerById(socket, socket.JobData, selectedCustomerId);
     } else {
-      CdkBase.createLogEvent(socket, "DEBUG", `{3.2} Generating a new customer ID.`);
+      WsLogger.createLogEvent(socket, "DEBUG", `{3.2} Generating a new customer ID.`);
       const newCustomerId = await GenerateDmsCustomerNumber(socket);
-      CdkBase.createLogEvent(socket, "DEBUG", `{3.3} Inserting new customer with ID: ${newCustomerId}`);
+      WsLogger.createLogEvent(socket, "DEBUG", `{3.3} Inserting new customer with ID: ${newCustomerId}`);
       socket.DMSCust = await InsertDmsCustomer(socket, newCustomerId);
     }
 
     if (socket.DMSVid.newId === "Y") {
-      CdkBase.createLogEvent(socket, "DEBUG", `{4.1} Inserting new vehicle with ID: ID ${socket.DMSVid.vehiclesVehId}`);
+      WsLogger.createLogEvent(
+        socket,
+        "DEBUG",
+        `{4.1} Inserting new vehicle with ID: ID ${socket.DMSVid.vehiclesVehId}`
+      );
       socket.DMSVeh = await InsertDmsVehicle(socket);
     } else {
-      CdkBase.createLogEvent(
+      WsLogger.createLogEvent(
         socket,
         "DEBUG",
         `{4.2} Querying Existing Vehicle using ID ${socket.DMSVid.vehiclesVehId}`
       );
       socket.DMSVeh = await QueryDmsVehicleById(socket, socket.JobData, socket.DMSVid);
-      CdkBase.createLogEvent(socket, "DEBUG", `{4.3} Updating Existing Vehicle to associate to owner.`);
+      WsLogger.createLogEvent(socket, "DEBUG", `{4.3} Updating Existing Vehicle to associate to owner.`);
       socket.DMSVeh = await UpdateDmsVehicle(socket);
     }
 
-    CdkBase.createLogEvent(socket, "DEBUG", `{5} Creating Transaction header with Dms Start WIP`);
+    WsLogger.createLogEvent(socket, "DEBUG", `{5} Creating Transaction header with Dms Start WIP`);
     socket.DMSTransHeader = await InsertDmsStartWip(socket);
-    CdkBase.createLogEvent(socket, "DEBUG", `{5.1} Creating Transaction with ID ${socket.DMSTransHeader.transID}`);
+    WsLogger.createLogEvent(socket, "DEBUG", `{5.1} Creating Transaction with ID ${socket.DMSTransHeader.transID}`);
 
     socket.DMSBatchTxn = await InsertDmsBatchWip(socket);
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "DEBUG",
       `{6} Attempting to post Transaction with ID ${socket.DMSTransHeader.transID}`
@@ -100,23 +108,23 @@ async function CdkSelectedCustomer(socket, selectedCustomerId) {
     socket.DmsBatchTxnPost = await PostDmsBatchWip(socket);
     if (socket.DmsBatchTxnPost.code === "success") {
       //something
-      CdkBase.createLogEvent(socket, "DEBUG", `{6} Successfully posted sransaction to DMS.`);
+      WsLogger.createLogEvent(socket, "DEBUG", `{6} Successfully posted sransaction to DMS.`);
 
       await MarkJobExported(socket, socket.JobData.id);
 
-      CdkBase.createLogEvent(socket, "DEBUG", `{5} Updating Service Vehicle History.`);
+      WsLogger.createLogEvent(socket, "DEBUG", `{5} Updating Service Vehicle History.`);
       socket.DMSVehHistory = await InsertServiceVehicleHistory(socket);
       socket.emit("export-success", socket.JobData.id);
     } else {
       //Get the error code
-      CdkBase.createLogEvent(
+      WsLogger.createLogEvent(
         socket,
         "DEBUG",
         `{6.1} Getting errors for Transaction ID ${socket.DMSTransHeader.transID}`
       );
       socket.DmsError = await QueryDmsErrWip(socket);
       //Delete the transaction
-      CdkBase.createLogEvent(socket, "DEBUG", `{6.2} Deleting Transaction ID ${socket.DMSTransHeader.transID}`);
+      WsLogger.createLogEvent(socket, "DEBUG", `{6.2} Deleting Transaction ID ${socket.DMSTransHeader.transID}`);
       socket.DmsBatchTxnPost = await DeleteDmsWip(socket);
 
       socket.DmsError.errMsg
@@ -125,29 +133,33 @@ async function CdkSelectedCustomer(socket, selectedCustomerId) {
           (e) =>
             e !== null &&
             e !== "" &&
-            CdkBase.createLogEvent(socket, "ERROR", `Error(s) encountered in posting transaction. ${e}`)
+            WsLogger.createLogEvent(socket, "ERROR", `Error(s) encountered in posting transaction. ${e}`)
         );
     }
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error encountered in CdkSelectedCustomer. ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error encountered in CdkSelectedCustomer. ${error}`);
     await InsertFailedExportLog(socket, error);
   } finally {
     //Ensure we always insert logEvents
     //GQL to insert logevents.
 
-    CdkBase.createLogEvent(socket, "DEBUG", `Capturing log events to database.`);
+    WsLogger.createLogEvent(socket, "DEBUG", `Capturing log events to database.`);
   }
 }
 
 exports.CdkSelectedCustomer = CdkSelectedCustomer;
 
 async function QueryJobData(socket, jobid) {
-  CdkBase.createLogEvent(socket, "DEBUG", `Querying job data for id ${jobid}`);
+  WsLogger.createLogEvent(socket, "DEBUG", `Querying job data for id ${jobid}`);
   const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
+  const currentToken =
+    (socket?.data && socket.data.authToken) || (socket?.handshake?.auth && socket.handshake.auth.token);
+
   const result = await client
-    .setHeaders({ Authorization: `Bearer ${socket.handshake.auth.token}` })
+    .setHeaders({ Authorization: `Bearer ${currentToken}` })
     .request(queries.QUERY_JOBS_FOR_CDK_EXPORT, { id: jobid });
-  CdkBase.createLogEvent(socket, "SILLY", `Job data query result ${JSON.stringify(result, null, 2)}`);
+
+  //WsLogger.createLogEvent(socket, "SILLY", `Job data query result ${JSON.stringify(result, null, 2)}`);
   return result.jobs_by_pk;
 }
 
@@ -161,11 +173,11 @@ async function CalculateDmsVid(socket, JobData) {
     });
 
     const [result, rawResponse, , rawRequest] = soapResponseVehicleInsertUpdate;
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientVehicleInsertUpdate.getVehIdsAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientVehicleInsertUpdate.getVehIdsAsync request.`);
 
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientVehicleInsertUpdate.getVehIdsAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientVehicleInsertUpdate.getVehIdsAsync response.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientVehicleInsertUpdate.getVehIdsAsync Result ${JSON.stringify(result, null, 2)}`
@@ -178,15 +190,15 @@ async function CalculateDmsVid(socket, JobData) {
 
     //return result && result.return && result.return[0];
   } catch (error) {
-    CdkBase.createXmlEvent(socket, error.request, `soapClientVehicleInsertUpdate.getVehIdsAsync request.`, true);
+    WsLogger.createXmlEvent(socket, error.request, `soapClientVehicleInsertUpdate.getVehIdsAsync request.`, true);
 
-    CdkBase.createXmlEvent(
+    WsLogger.createXmlEvent(
       socket,
-      error.response && error.response.data,
+      error.response?.data,
       `soapClientVehicleInsertUpdate.getVehIdsAsync response.`,
       true
     );
-    CdkBase.createLogEvent(socket, "ERROR", `{1} Error in CalculateDmsVid - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `{1} Error in CalculateDmsVid - ${error}`);
     throw new Error(error);
   }
 }
@@ -206,19 +218,19 @@ async function QueryDmsVehicleById(socket, JobData, DMSVid) {
 
     const [result, rawResponse, , rawRequest] = soapResponseVehicleInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientVehicleInsertUpdate.readAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientVehicleInsertUpdate.readAsync request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientVehicleInsertUpdate.readAsync Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientVehicleInsertUpdate.readAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientVehicleInsertUpdate.readAsync response.`);
     CheckCdkResponseForError(socket, soapResponseVehicleInsertUpdate);
-    const VehicleFromDMS = result && result.return && result.return.vehicle;
+    const VehicleFromDMS = result?.return && result.return.vehicle;
     return VehicleFromDMS;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in QueryDmsVehicleById - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in QueryDmsVehicleById - ${error}`);
     throw new Error(error);
   }
 }
@@ -237,28 +249,23 @@ async function QueryDmsCustomerById(socket, JobData, CustomerId) {
 
     const [result, rawResponse, , rawRequest] = soapResponseCustomerInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientCustomerInsertUpdate.readAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientCustomerInsertUpdate.readAsync request.`);
 
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientCustomerInsertUpdate.readAsync response.`);
-    CdkBase.createLogEvent(
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientCustomerInsertUpdate.readAsync response.`);
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientCustomerInsertUpdate.readAsync Result ${JSON.stringify(result, null, 2)}`
     );
     CheckCdkResponseForError(socket, soapResponseCustomerInsertUpdate);
-    const CustomersFromDms = result && result.return && result.return.customerParty;
+    const CustomersFromDms = result?.return && result.return.customerParty;
     return CustomersFromDms;
   } catch (error) {
-    CdkBase.createXmlEvent(socket, error.request, `soapClientCustomerInsertUpdate.readAsync request.`, true);
+    WsLogger.createXmlEvent(socket, error.request, `soapClientCustomerInsertUpdate.readAsync request.`, true);
 
-    CdkBase.createXmlEvent(
-      socket,
-      error.response && error.response.data,
-      `soapClientCustomerInsertUpdate.readAsync response.`,
-      true
-    );
+    WsLogger.createXmlEvent(socket, error.response?.data, `soapClientCustomerInsertUpdate.readAsync response.`, true);
 
-    CdkBase.createLogEvent(socket, "ERROR", `Error in QueryDmsCustomerById - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in QueryDmsCustomerById - ${error}`);
     throw new Error(error);
   }
 }
@@ -270,7 +277,7 @@ async function QueryDmsCustomerByName(socket, JobData) {
       : `${JobData.ownr_ln},${JobData.ownr_fn}`
   ).replace(replaceSpecialRegex, "");
 
-  CdkBase.createLogEvent(socket, "DEBUG", `Begin Query DMS Customer by Name using: ${ownerName}`);
+  WsLogger.createLogEvent(socket, "DEBUG", `Begin Query DMS Customer by Name using: ${ownerName}`);
 
   try {
     const soapClientCustomerSearch = await soap.createClientAsync(CdkWsdl.CustomerSearch);
@@ -285,29 +292,29 @@ async function QueryDmsCustomerByName(socket, JobData) {
 
     const [result, rawResponse, , rawRequest] = soapResponseCustomerSearch;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientCustomerSearch.executeSearchBulkAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientCustomerSearch.executeSearchBulkAsync request.`);
 
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientCustomerSearch.executeSearchBulkAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientCustomerSearch.executeSearchBulkAsync response.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientCustomerSearch.executeSearchBulkAsync Result ${JSON.stringify(result, null, 2)}`
     );
     CheckCdkResponseForError(socket, soapResponseCustomerSearch);
-    const CustomersFromDms = (result && result.return) || [];
+    const CustomersFromDms = result?.return || [];
     return CustomersFromDms;
   } catch (error) {
-    CdkBase.createXmlEvent(socket, error.request, `soapClientCustomerSearch.executeSearchBulkAsync request.`, true);
+    WsLogger.createXmlEvent(socket, error.request, `soapClientCustomerSearch.executeSearchBulkAsync request.`, true);
 
-    CdkBase.createXmlEvent(
+    WsLogger.createXmlEvent(
       socket,
-      error.response && error.response.data,
+      error.response?.data,
       `soapClientCustomerSearch.executeSearchBulkAsync response.`,
       true
     );
 
-    CdkBase.createLogEvent(socket, "ERROR", `Error in QueryDmsCustomerByName - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in QueryDmsCustomerByName - ${error}`);
     throw new Error(error);
   }
 }
@@ -318,7 +325,8 @@ async function GenerateDmsCustomerNumber(socket) {
     const soapResponseCustomerInsertUpdate = await soapClientCustomerInsertUpdate.getCustomerNumberAsync(
       {
         arg0: CDK_CREDENTIALS,
-        arg1: { dealerId: socket.JobData.bodyshop.cdk_dealerid }, //TODO: Verify why this does not follow the other standards.
+        //TODO: Verify why this does not follow the other standards.
+        arg1: { dealerId: socket.JobData.bodyshop.cdk_dealerid },
         arg2: { userId: null }
       },
 
@@ -327,33 +335,33 @@ async function GenerateDmsCustomerNumber(socket) {
 
     const [result, rawResponse, , rawRequest] = soapResponseCustomerInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientCustomerInsertUpdate.getCustomerNumberAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientCustomerInsertUpdate.getCustomerNumberAsync request.`);
 
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientCustomerInsertUpdate.getCustomerNumberAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientCustomerInsertUpdate.getCustomerNumberAsync response.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientCustomerInsertUpdate.getCustomerNumberAsync Result ${JSON.stringify(result, null, 2)}`
     );
     CheckCdkResponseForError(socket, soapResponseCustomerInsertUpdate);
-    const customerNumber = result && result.return && result.return.customerNumber;
+    const customerNumber = result?.return && result.return.customerNumber;
     return customerNumber;
   } catch (error) {
-    CdkBase.createXmlEvent(
+    WsLogger.createXmlEvent(
       socket,
       error.request,
       `soapClientCustomerInsertUpdate.getCustomerNumberAsync request.`,
       true
     );
 
-    CdkBase.createXmlEvent(
+    WsLogger.createXmlEvent(
       socket,
-      error.response && error.response.data,
+      error.response?.data,
       `soapClientCustomerInsertUpdate.getCustomerNumberAsync response.`,
       true
     );
-    CdkBase.createLogEvent(socket, "ERROR", `Error in GenerateDmsCustomerNumber - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in GenerateDmsCustomerNumber - ${error}`);
     throw new Error(error);
   }
 }
@@ -416,27 +424,22 @@ async function InsertDmsCustomer(socket, newCustomerNumber) {
     );
 
     const [result, rawResponse, , rawRequest] = soapResponseCustomerInsertUpdate;
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientCustomerInsertUpdate.insertAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientCustomerInsertUpdate.insertAsync request.`);
 
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientCustomerInsertUpdate.insertAsync response.`);
-    CdkBase.createLogEvent(
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientCustomerInsertUpdate.insertAsync response.`);
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientCustomerInsertUpdate.insertAsync Result ${JSON.stringify(result, null, 2)}`
     );
     CheckCdkResponseForError(socket, soapResponseCustomerInsertUpdate);
-    const customer = result && result.return && result.return.customerParty;
+    const customer = result?.return && result.return.customerParty;
     return customer;
   } catch (error) {
-    CdkBase.createXmlEvent(socket, error.request, `soapClientCustomerInsertUpdate.insertAsync request.`, true);
+    WsLogger.createXmlEvent(socket, error.request, `soapClientCustomerInsertUpdate.insertAsync request.`, true);
 
-    CdkBase.createXmlEvent(
-      socket,
-      error.response && error.response.data,
-      `soapClientCustomerInsertUpdate.insertAsync response.`,
-      true
-    );
-    CdkBase.createLogEvent(socket, "ERROR", `Error in InsertDmsCustomer - ${error}`);
+    WsLogger.createXmlEvent(socket, error.response?.data, `soapClientCustomerInsertUpdate.insertAsync response.`, true);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in InsertDmsCustomer - ${error}`);
     throw new Error(error);
   }
 }
@@ -497,19 +500,19 @@ async function InsertDmsVehicle(socket) {
 
     const [result, rawResponse, , rawRequest] = soapResponseVehicleInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientVehicleInsertUpdate.insertAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientVehicleInsertUpdate.insertAsync request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientVehicleInsertUpdate.insertAsync Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientVehicleInsertUpdate.insertAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientVehicleInsertUpdate.insertAsync response.`);
     CheckCdkResponseForError(socket, soapResponseVehicleInsertUpdate);
-    const VehicleFromDMS = result && result.return && result.return.vehicle;
+    const VehicleFromDMS = result?.return && result.return.vehicle;
     return VehicleFromDMS;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in InsertDmsVehicle - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in InsertDmsVehicle - ${error}`);
     throw new Error(error);
   }
 }
@@ -523,12 +526,10 @@ async function UpdateDmsVehicle(socket) {
     //if it's a generic customer, don't update the vehicle owners.
 
     if (socket.selectedCustomerId === socket.JobData.bodyshop.cdk_configuration.generic_customer_number) {
-      ids = socket.DMSVeh && socket.DMSVeh.owners && socket.DMSVeh.owners;
+      ids = socket.DMSVeh?.owners && socket.DMSVeh.owners;
     } else {
       const existingOwnerinVeh =
-        socket.DMSVeh &&
-        socket.DMSVeh.owners &&
-        socket.DMSVeh.owners.find((o) => o.id.value === socket.DMSCust.id.value);
+        socket.DMSVeh?.owners && socket.DMSVeh.owners.find((o) => o.id.value === socket.DMSCust.id.value);
 
       if (existingOwnerinVeh) {
         ids = socket.DMSVeh.owners.map((o) => {
@@ -540,10 +541,7 @@ async function UpdateDmsVehicle(socket) {
           };
         });
       } else {
-        const oldOwner =
-          socket.DMSVeh &&
-          socket.DMSVeh.owners &&
-          socket.DMSVeh.owners.find((o) => o.id.assigningPartyId === "CURRENT");
+        const oldOwner = socket.DMSVeh?.owners && socket.DMSVeh.owners.find((o) => o.id.assigningPartyId === "CURRENT");
 
         ids = [
           {
@@ -603,19 +601,19 @@ async function UpdateDmsVehicle(socket) {
     });
     const [result, rawResponse, , rawRequest] = soapResponseVehicleInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientVehicleInsertUpdate.updateAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientVehicleInsertUpdate.updateAsync request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "DEBUG",
       `soapClientVehicleInsertUpdate.updateAsync Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientVehicleInsertUpdate.updateAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientVehicleInsertUpdate.updateAsync response.`);
     CheckCdkResponseForError(socket, soapResponseVehicleInsertUpdate);
-    const VehicleFromDMS = result && result.return && result.return.vehicle;
+    const VehicleFromDMS = result?.return && result.return.vehicle;
     return VehicleFromDMS;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in UpdateDmsVehicle - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in UpdateDmsVehicle - ${error}`);
     throw new Error(error);
   }
 }
@@ -642,18 +640,18 @@ async function InsertServiceVehicleHistory(socket) {
 
     const [result, rawResponse, , rawRequest] = soapResponseServiceHistoryInsert;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientServiceHistoryInsert.serviceHistoryHeaderInsert request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientServiceHistoryInsert.serviceHistoryHeaderInsert request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientServiceHistoryInsert.serviceHistoryHeaderInsert Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientServiceHistoryInsert.serviceHistoryHeaderInsert response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientServiceHistoryInsert.serviceHistoryHeaderInsert response.`);
     CheckCdkResponseForError(socket, soapResponseServiceHistoryInsert);
-    return result && result.return;
+    return result?.return;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in InsertServiceVehicleHistory - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in InsertServiceVehicleHistory - ${error}`);
     throw new Error(error);
   }
 }
@@ -669,8 +667,10 @@ async function InsertDmsStartWip(socket) {
         acctgDate: moment().tz(socket.JobData.bodyshop.timezone).format("YYYY-MM-DD"),
         //socket.JobData.invoice_date
         desc: socket.txEnvelope.story && socket.txEnvelope.story.replace(replaceSpecialRegex, ""),
-        docType: 10 || 7, //Need to check what this usually would be? Apparently it is almost always 10 or 7.
-        //1 Cash Receipt , 2 Check, 3 Journal Voucher, 4 Parts invoice, 5 Payable Invoice, 6 Recurring Entry, 7 Repair Order Invoice, 8 Vehicle Purchase Invoice, 9 Vehicle Sale Invoice, 10 Other, 11 Payroll, 12 Finance Charge, 13 FMLR Invoice, 14 Parts Credit Memo, 15 Manufacturer Document, 16 FMLR Credit Memo
+        docType: 10, // Need to check what this usually would be? Apparently it is almost always 10 or 7.
+        //1 Cash Receipt , 2 Check, 3 Journal Voucher, 4 Parts invoice, 5 Payable Invoice, 6 Recurring Entry, 7 Repair
+        // Order Invoice, 8 Vehicle Purchase Invoice, 9 Vehicle Sale Invoice, 10 Other, 11 Payroll, 12 Finance Charge,
+        // 13 FMLR Invoice, 14 Parts Credit Memo, 15 Manufacturer Document, 16 FMLR Credit Memo
         m13Flag: 0,
         refer: socket.JobData.ro_number,
         srcCo: socket.JobData.bodyshop.cdk_configuration.srcco,
@@ -682,19 +682,19 @@ async function InsertDmsStartWip(socket) {
 
     const [result, rawResponse, , rawRequest] = soapResponseAccountingGLInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doStartWIPAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doStartWIPAsync request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientAccountingGLInsertUpdate.doStartWIPAsync Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doStartWIPAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doStartWIPAsync response.`);
     CheckCdkResponseForError(socket, soapResponseAccountingGLInsertUpdate);
-    const TransactionHeader = result && result.return;
+    const TransactionHeader = result?.return;
     return TransactionHeader;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in InsertDmsStartWip - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in InsertDmsStartWip - ${error}`);
     throw new Error(error);
   }
 }
@@ -713,19 +713,19 @@ async function InsertDmsBatchWip(socket) {
 
     const [result, rawResponse, , rawRequest] = soapResponseAccountingGLInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doTransBatchWIPAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doTransBatchWIPAsync request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientAccountingGLInsertUpdate.doTransBatchWIPAsync Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doTransBatchWIPAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doTransBatchWIPAsync response.`);
     CheckCdkResponseForError(socket, soapResponseAccountingGLInsertUpdate);
-    const BatchWipResult = result && result.return;
+    const BatchWipResult = result?.return;
     return BatchWipResult;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in InsertDmsBatchWip - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in InsertDmsBatchWip - ${error}`);
     throw new Error(error);
   }
 }
@@ -877,19 +877,19 @@ async function PostDmsBatchWip(socket) {
 
     const [result, rawResponse, , rawRequest] = soapResponseAccountingGLInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync response.`);
     // CheckCdkResponseForError(socket, soapResponseAccountingGLInsertUpdate);
-    const PostResult = result && result.return;
+    const PostResult = result?.return;
     return PostResult;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in PostDmsBatchWip - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in PostDmsBatchWip - ${error}`);
     throw new Error(error);
   }
 }
@@ -906,19 +906,19 @@ async function QueryDmsErrWip(socket) {
 
     const [result, rawResponse, , rawRequest] = soapResponseAccountingGLInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doErrWIPAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doErrWIPAsync request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "DEBUG",
       `soapClientAccountingGLInsertUpdate.doErrWIPAsync Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doErrWIPAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doErrWIPAsync response.`);
     CheckCdkResponseForError(socket, soapResponseAccountingGLInsertUpdate);
-    const PostResult = result && result.return;
+    const PostResult = result?.return;
     return PostResult;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in QueryDmsErrWip - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in QueryDmsErrWip - ${error}`);
     throw new Error(error);
   }
 }
@@ -937,28 +937,31 @@ async function DeleteDmsWip(socket) {
 
     const [result, rawResponse, , rawRequest] = soapResponseAccountingGLInsertUpdate;
 
-    CdkBase.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync request.`);
+    WsLogger.createXmlEvent(socket, rawRequest, `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync request.`);
 
-    CdkBase.createLogEvent(
+    WsLogger.createLogEvent(
       socket,
       "SILLY",
       `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync Result ${JSON.stringify(result, null, 2)}`
     );
-    CdkBase.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync response.`);
+    WsLogger.createXmlEvent(socket, rawResponse, `soapClientAccountingGLInsertUpdate.doPostBatchWIPAsync response.`);
     CheckCdkResponseForError(socket, soapResponseAccountingGLInsertUpdate);
-    const PostResult = result && result.return;
+    const PostResult = result?.return;
     return PostResult;
   } catch (error) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in PostDmsBatchWip - ${error}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in PostDmsBatchWip - ${error}`);
     throw new Error(error);
   }
 }
 
 async function MarkJobExported(socket, jobid) {
-  CdkBase.createLogEvent(socket, "DEBUG", `Marking job as exported for id ${jobid}`);
+  WsLogger.createLogEvent(socket, "DEBUG", `Marking job as exported for id ${jobid}`);
   const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
+  const currentToken =
+    (socket?.data && socket.data.authToken) || (socket?.handshake?.auth && socket.handshake.auth.token);
+
   const result = await client
-    .setHeaders({ Authorization: `Bearer ${socket.handshake.auth.token}` })
+    .setHeaders({ Authorization: `Bearer ${currentToken}` })
     .request(queries.MARK_JOB_EXPORTED, {
       jobId: jobid,
       job: {
@@ -984,20 +987,23 @@ async function MarkJobExported(socket, jobid) {
 async function InsertFailedExportLog(socket, error) {
   try {
     const client = new GraphQLClient(process.env.GRAPHQL_ENDPOINT, {});
+    const currentToken =
+      (socket?.data && socket.data.authToken) || (socket?.handshake?.auth && socket.handshake.auth.token);
+
     const result = await client
-      .setHeaders({ Authorization: `Bearer ${socket.handshake.auth.token}` })
+      .setHeaders({ Authorization: `Bearer ${currentToken}` })
       .request(queries.INSERT_EXPORT_LOG, {
-        log: {
+        logs: [{
           bodyshopid: socket.JobData.bodyshop.id,
           jobid: socket.JobData.id,
           successful: false,
           message: JSON.stringify(error),
           useremail: socket.user.email
-        }
+        }]
       });
 
     return result;
   } catch (error2) {
-    CdkBase.createLogEvent(socket, "ERROR", `Error in InsertFailedExportLog - ${error} - ${JSON.stringify(error2)}`);
+    WsLogger.createLogEvent(socket, "ERROR", `Error in InsertFailedExportLog - ${error} - ${JSON.stringify(error2)}`);
   }
 }

server/data/autohouse.js

@@ -736,7 +736,7 @@ const CreateCosts = (job) => {
     PASL: "PASL"
   };
   const defaultCosts =
-    job.bodyshop.cdk_dealerid || job.bodyshop.pbs_serialnumber
+    job.bodyshop.cdk_dealerid || job.bodyshop.pbs_serialnumber || job.bodyshop.rr_dealerid
       ? ciecaObj
       : job.bodyshop.md_responsibility_centers.defaults.costs;
 

server/data/claimscorp.js

@@ -591,7 +591,7 @@ const CreateCosts = (job) => {
     PASL: "PASL"
   };
   const defaultCosts =
-    job.bodyshop.cdk_dealerid || job.bodyshop.pbs_serialnumber
+    job.bodyshop.cdk_dealerid || job.bodyshop.pbs_serialnumber || job.bodyshop.rr_dealerid
       ? ciecaObj
       : job.bodyshop.md_responsibility_centers.defaults.costs;
 

server/data/kaizen.js

@@ -219,8 +219,6 @@ const CreateRepairOrderTag = (job, errorCallback) => {
   }
 
   const repairCosts = CreateCosts(job);
-  const jobline = CreateJobLines(job.joblines);
-  const timeticket = CreateTimeTickets(job.timetickets);
 
   try {
     const ret = {
@@ -290,8 +288,100 @@ const CreateRepairOrderTag = (job, errorCallback) => {
           (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: { jobline },
-      TimeTicketDetails: { timeticket },
+      JobLineDetails: (function () {
+        const joblineSource = Array.isArray(job.joblines) ? job.joblines : job.joblines ? [job.joblines] : [];
+        if (joblineSource.length === 0) return { jobline: [] };
+        return {
+          jobline: joblineSource.map((jl = {}) => ({
+            line_description: jl.line_desc || jl.line_description || "",
+            oem_part_no: jl.oem_partno || jl.oem_part_no || "",
+            alt_part_no: jl.alt_partno || jl.alt_part_no || "",
+            op_code_desc: jl.op_code_desc || "",
+            part_type: jl.part_type || "",
+            part_qty: jl.part_qty ?? jl.quantity ?? 0,
+            part_price: jl.act_price ?? jl.part_price ?? 0,
+            labor_type: jl.mod_lbr_ty || jl.labor_type || "",
+            labor_hours: jl.mod_lb_hrs ?? jl.labor_hours ?? 0,
+            labor_sale: jl.lbr_amt ?? jl.labor_sale ?? 0
+          }))
+        };
+      })(),
+      BillsDetails: (function () {
+        const billsSource = Array.isArray(job.bills) ? job.bills : job.bills ? [job.bills] : [];
+        if (billsSource.length === 0) return { BillDetails: [] };
+        return {
+          BillDetails: billsSource.map(
+            ({
+              billlines = [],
+              date = "",
+              is_credit_memo = false,
+              invoice_number = "",
+              isinhouse = false,
+              vendor = {}
+            } = {}) => ({
+              BillLines: {
+                BillLine: billlines.map((bl = {}) => ({
+                  line_description: bl.line_desc || bl.line_description || "",
+                  part_price: bl.actual_price ?? bl.part_price ?? bl.act_price ?? 0,
+                  actual_cost: bl.actual_cost ?? 0,
+                  cost_center: bl.cost_center || "",
+                  deductedfromlbr: bl.deductedfromlbr || false,
+                  part_qty: bl.quantity ?? bl.part_qty ?? 0,
+                  oem_part_no: bl.oem_partno || bl.oem_part_no || "",
+                  alt_part_no: bl.alt_partno || bl.alt_part_no || ""
+                }))
+              },
+              date,
+              is_credit_memo,
+              invoice_number,
+              isinhouse,
+              vendorName: vendor.name || ""
+            })
+          )
+        };
+      })(),
+      JobNotes: (function () {
+        const notesSource = Array.isArray(job.notes) ? job.notes : job.notes ? [job.notes] : [];
+        if (notesSource.length === 0) return { JobNote: [] };
+        return {
+          JobNote: notesSource.map((note = {}) => ({
+            created_at: note.created_at || "",
+            created_by: note.created_by || "",
+            critical: note.critical || false,
+            private: note.private || false,
+            text: note.text || "",
+            type: note.type || ""
+          }))
+        };
+      })(),
+      TimeTicketDetails: (function () {
+        const ticketSource = Array.isArray(job.timetickets)
+          ? job.timetickets
+          : job.timetickets
+            ? [job.timetickets]
+            : [];
+        if (ticketSource.length === 0) return { timeticket: [] };
+        return {
+          timeticket: ticketSource.map((ticket = {}) => ({
+            date: ticket.date || "",
+            employee:
+              ticket.employee && ticket.employee.employee_number
+                ? ticket.employee.employee_number
+                    .trim()
+                    .concat(" - ", ticket.employee.first_name.trim(), " ", ticket.employee.last_name.trim())
+                    .trim()
+                : "",
+            productive_hrs: ticket.productivehrs ?? 0,
+            actual_hrs: ticket.actualhrs ?? 0,
+            cost_center: ticket.cost_center || "",
+            flat_rate: ticket.flat_rate || false,
+            rate: ticket.rate ?? 0,
+            ticket_cost: ticket.flat_rate
+              ? ticket.rate * (ticket.productivehrs || 0)
+              : ticket.rate * (ticket.actualhrs || 0)
+          }))
+        };
+      })(),
       Sales: {
         Labour: {
           Aluminum: Dinero(job.job_totals.rates.laa.total).toFormat(DineroFormat),
@@ -557,7 +647,7 @@ const CreateCosts = (job) => {
     PASL: "PASL"
   };
   const defaultCosts =
-    job.bodyshop.cdk_dealerid || job.bodyshop.pbs_serialnumber
+    job.bodyshop.cdk_dealerid || job.bodyshop.pbs_serialnumber || job.bodyshop.rr_dealerid
       ? ciecaObj
       : job.bodyshop.md_responsibility_centers.defaults.costs;
 
@@ -636,42 +726,3 @@ const CreateCosts = (job) => {
     }, 0)
   };
 };
-
-const CreateJobLines = (joblines) => {
-  const repairLines = [];
-  joblines.forEach((jobline) => {
-    repairLines.push({
-      line_description: jobline.line_desc,
-      oem_part_no: jobline.oem_partno,
-      alt_part_no: jobline.alt_partno,
-      op_code_desc: jobline.op_code_desc,
-      part_type: jobline.part_type,
-      part_qty: jobline.part_qty,
-      part_price: jobline.act_price,
-      labor_type: jobline.mod_lbr_ty,
-      labor_hours: jobline.mod_lb_hrs,
-      labor_sale: jobline.lbr_amt
-    });
-  });
-  return repairLines;
-};
-
-const CreateTimeTickets = (timetickets) => {
-  const timeTickets = [];
-  timetickets.forEach((ticket) => {
-    timeTickets.push({
-      date: ticket.date,
-      employee: ticket.employee.employee_number
-        .trim()
-        .concat(" - ", ticket.employee.first_name.trim(), " ", ticket.employee.last_name.trim())
-        .trim(),
-      productive_hrs: ticket.productivehrs,
-      actual_hrs: ticket.actualhrs,
-      cost_center: ticket.cost_center,
-      flat_rate: ticket.flat_rate,
-      rate: ticket.rate,
-      ticket_cost: ticket.flat_rate ? ticket.rate * ticket.productive_hrs : ticket.rate * ticket.actual_hrs
-    });
-  });
-  return timeTickets;
-};

server/fortellis/fortellis-helpers.js

@@ -0,0 +1,460 @@
+const path = require("path");
+require("dotenv").config({
+  path: path.resolve(process.cwd(), `.env.${process.env.NODE_ENV || "development"}`)
+});
+
+// const CalcualteAllocations = require("../cdk/cdk-calculate-allocations").default;
+const CreateFortellisLogEvent = require("./fortellis-logger");
+const logger = require("../utils/logger");
+const uuid = require("uuid").v4;
+const AxiosLib = require("axios").default;
+const axios = AxiosLib.create();
+const axiosCurlirize = require("axios-curlirize").default;
+
+// Custom error class for Fortellis API errors
+class FortellisApiError extends Error {
+  constructor(message, details) {
+    super(message);
+    this.name = "FortellisApiError";
+    this.reqId = details.reqId;
+    this.url = details.url;
+    this.apiName = details.apiName;
+    this.errorData = details.errorData;
+    this.errorStatus = details.errorStatus;
+    this.errorStatusText = details.errorStatusText;
+    this.originalError = details.originalError;
+  }
+}
+
+axiosCurlirize(axios, (_result, _err) => {
+  //Left intentionally blank. We don't want to console.log. We handle logging the cURL in MakeFortellisCall once completed. 
+});
+
+const getTransactionType = (jobid) => `fortellis:${jobid}`;
+const defaultFortellisTTL = 60 * 60;
+
+async function GetAuthToken() {
+  //Done with Authorization Code Flow
+  //https://docs.fortellis.io/docs/tutorials/solution-integration/authorization-code-flow/
+
+  //TODO: This should get stored in the redis cache and only be refreshed when it expires.
+  const {
+    data: { access_token, expires_in, token_type }
+  } = await axios.post(
+    process.env.FORTELLIS_AUTH_URL,
+    {},
+    {
+      auth: {
+        username: process.env.FORTELLIS_KEY,
+        password: process.env.FORTELLIS_SECRET
+      },
+      params: {
+        grant_type: "client_credentials",
+        scope: "anonymous"
+      }
+    }
+  );
+  return access_token;
+}
+
+async function FetchSubscriptions({ redisHelpers, socket, jobid, SubscriptionObject }) {
+  try {
+    const { setSessionTransactionData, getSessionTransactionData } = redisHelpers;
+
+    //Get Subscription ID from Transaction Envelope
+    const { SubscriptionID } = SubscriptionObject
+      ? SubscriptionObject
+      : await getSessionTransactionData(socket.id, getTransactionType(jobid), `txEnvelope`);
+    if (!SubscriptionID) {
+      throw new Error("Subscription ID not found in transaction envelope.");
+    }
+
+    //Check to See if the subscription meta is in the Redis Cache.
+    const SubscriptionMetaFromCache = await getSessionTransactionData(
+      socket.id,
+      getTransactionType(jobid),
+      FortellisCacheEnums.SubscriptionMeta
+    );
+
+    // If it is, return it.
+    if (SubscriptionMetaFromCache) {
+      return SubscriptionMetaFromCache;
+    } else {
+      const access_token = await GetAuthToken();
+      const subscriptions = await axios.get(FortellisActions.GetSubscription.url, {
+        headers: { Authorization: `Bearer ${access_token}` },
+        logRequest: false
+      });
+      const SubscriptionMeta = subscriptions.data.subscriptions.find((s) => s.subscriptionId === SubscriptionID);
+      if (setSessionTransactionData) {
+        await setSessionTransactionData(
+          socket.id,
+          getTransactionType(jobid),
+          FortellisCacheEnums.SubscriptionMeta,
+          SubscriptionMeta,
+          defaultFortellisTTL
+        );
+      }
+      return SubscriptionMeta;
+    }
+  } catch (error) {
+    CreateFortellisLogEvent(socket, "ERROR", `Error fetching subscription metadata.`, {
+      error: error.message,
+      stack: error.stack
+    });
+  }
+}
+
+async function GetDepartmentId({ apiName, debug = false, SubscriptionMeta, overrideDepartmentId }) {
+  if (!apiName) throw new Error("apiName not provided. Unable to get department without apiName.");
+  if (debug) {
+    console.log("API Names & Departments ");
+    console.log("===========");
+    console.log(JSON.stringify(SubscriptionMeta.apiDmsInfo, null, 4));
+    console.log("===========");
+  }
+
+  const departmentIds = SubscriptionMeta.apiDmsInfo //Get the subscription object.
+    .find((info) => info.name === apiName)?.departments; //Departments are categorized by API name and have an array of departments.
+
+  if (overrideDepartmentId) {
+    return departmentIds && departmentIds.find(d => d.id === overrideDepartmentId)?.id
+  } else {
+
+    return departmentIds && departmentIds[0] && departmentIds[0].id; //TODO: This makes the assumption that there is only 1 department.
+  }
+}
+
+//Highest level function call to make a call to fortellis. This should be the only call required, and it will handle all the logic for making the call.
+async function MakeFortellisCall({
+  apiName,
+  url,
+  headers = {},
+  body = {},
+  type = "post",
+  debug = false,
+  requestPathParams,
+  requestSearchParams = [], //Array of key/value strings like [["key", "value"]]
+  jobid,
+  redisHelpers,
+  socket,
+  SubscriptionObject, //This is used because of the get make models to bypass all of the redis calls.
+  overrideDepartmentId
+}) {
+  //const { setSessionTransactionData, getSessionTransactionData } = redisHelpers;
+
+  const fullUrl = constructFullUrl({ url, pathParams: requestPathParams, requestSearchParams });
+  if (debug) console.log(`Executing ${type} to ${fullUrl}`);
+  const ReqId = uuid();
+  const access_token = await GetAuthToken();
+  const SubscriptionMeta = await FetchSubscriptions({ redisHelpers, socket, jobid, SubscriptionObject });
+  const DepartmentId = await GetDepartmentId({ apiName, debug, SubscriptionMeta, overrideDepartmentId });
+
+  if (debug) {
+    console.log(
+      `ReqID: ${ReqId}  |  SubscriptionID: ${SubscriptionMeta.subscriptionId}  |  DepartmentId: ${DepartmentId}`
+    );
+    console.log(`Body Contents: ${JSON.stringify(body, null, 4)}`);
+  }
+
+  try {
+    let result;
+    switch (type) {
+      case "post":
+      default:
+        result = await axios.post(fullUrl, body, {
+          headers: {
+            Authorization: `Bearer ${access_token}`,
+            "Subscription-Id": SubscriptionMeta.subscriptionId,
+            "Request-Id": ReqId,
+            "Content-Type": "application/json",
+            Accept: "application/json",
+            ...(DepartmentId && { "Department-Id": DepartmentId }),
+            ...headers
+          }
+        });
+        break;
+      case "get":
+        result = await axios.get(fullUrl, {
+          headers: {
+            Authorization: `Bearer ${access_token}`,
+            "Subscription-Id": SubscriptionMeta.subscriptionId,
+            "Request-Id": ReqId,
+            Accept: "application/json",
+            "Department-Id": DepartmentId,
+            ...headers
+          }
+        });
+        break;
+      case "put":
+        result = await axios.put(fullUrl, body, {
+          headers: {
+            Authorization: `Bearer ${access_token}`,
+            "Subscription-Id": SubscriptionMeta.subscriptionId,
+            "Request-Id": ReqId,
+            Accept: "application/json",
+            "Content-Type": "application/json",
+            "Department-Id": DepartmentId,
+            ...headers
+          }
+        });
+        break;
+    }
+
+    if (debug) {
+      console.log(`ReqID: ${ReqId} Data`);
+      console.log(JSON.stringify(result.data, null, 4));
+    }
+
+    if (result.data.checkStatusAfterSeconds) {
+      return DelayedCallback({
+        delayMeta: result.data,
+        access_token,
+        SubscriptionID: SubscriptionMeta.subscriptionId,
+        ReqId,
+        departmentIds: DepartmentId
+      });
+    }
+
+    logger.log(
+      "fortellis-log-event-json",
+      "DEBUG",
+      socket?.user?.email,
+      jobid,
+      {
+        requestcurl: result.config.curlCommand,
+        reqid: result.config.headers["Request-Id"] || null,
+        subscriptionId: result.config.headers["Subscription-Id"] || null,
+        resultdata: result.data,
+        resultStatus: result.status
+      },
+    );
+
+    return result.data;
+  } catch (error) {
+    const errorDetails = {
+      reqId: ReqId,
+      url: fullUrl,
+      apiName,
+      errorData: error.response?.data,
+      errorStatus: error.response?.status,
+      errorStatusText: error.response?.statusText,
+      originalError: error
+    };
+
+    logger.log(
+      "fortellis-log-event-error",
+      "ERROR",
+      socket?.user?.email,
+      socket?.recordid,
+      {
+        wsmessage: "",//message,
+        curl: error.config.curl.curlCommand,
+        reqid: error.request.headers["Request-Id"] || null,
+        subscriptionId: error.request.headers["Subscription-Id"] || null,
+      },
+      true
+    );
+
+    throw new FortellisApiError(`Fortellis API call failed for ${apiName}: ${error.message}`, errorDetails);
+  }
+}
+
+//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 }) {
+  for (let index = 0; index < 5; index++) {
+    await sleep(delayMeta.checkStatusAfterSeconds * 1000);
+    //Check to see if the call is ready.
+    const statusResult = await axios.get(delayMeta._links.status.href, {
+      headers: {
+        Authorization: `Bearer ${access_token}`,
+        "Subscription-Id": SubscriptionID,
+        "Request-Id": ReqId,
+        "Department-Id": departmentIds[0].id
+      }
+    });
+
+    //TODO:  Add a check if the status result is not ready, to try again.
+    if (statusResult.data.status === "complete") {
+      //This may have to check again if it isn't ready.
+      const batchResult = await axios.get(statusResult.data._links.result.href, {
+        headers: {
+          Authorization: `Bearer ${access_token}`,
+          "Subscription-Id": SubscriptionID,
+          "Request-Id": ReqId
+          //"Department-Id": departmentIds[0].id
+        }
+      });
+      return batchResult;
+    } else {
+      return "Error!!! Still need to implement batch waiting.";
+    }
+  }
+}
+function sleep(ms) {
+  return new Promise((resolve) => setTimeout(resolve, ms));
+}
+
+const isProduction = process.env.NODE_ENV === "production";
+
+//Get requests should have the trailing slash as they are used that way in the calls. 
+const FortellisActions = {
+  GetSubscription: {
+    url: isProduction
+      ? "https://subscriptions.fortellis.io/v1/solution/subscriptions"
+      : "https://subscriptions.fortellis.io/v1/solution/subscriptions",
+    type: "get",
+    apiName: "Fortellis Get Subscriptions"
+  },
+  QueryVehicles: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdkdrive/service/v1/vehicles/"
+      : "https://api.fortellis.io/cdk-test/cdkdrive/service/v1/vehicles/",
+    type: "get",
+    apiName: "Service Vehicle - Query Vehicles"
+  },
+  GetMakeModel: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/makemodel/v2/bulk"
+      : "https://api.fortellis.io/cdk-test/drive/makemodel/v2",
+    type: "get",
+    apiName: "CDK Drive Get Make Model Lite"
+  },
+  GetVehicleId: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/service-vehicle-mgmt/v2/vehicle-ids/" //Request path params of vins
+      : "https://api.fortellis.io/cdk-test/drive/service-vehicle-mgmt/v2/vehicle-ids/",
+    type: "get",
+    apiName: "CDK Drive Post Service Vehicle"
+  },
+  GetVehicleById: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/service-vehicle-mgmt/v2/" //Request path params of vehicleId
+      : "https://api.fortellis.io/cdk-test/drive/service-vehicle-mgmt/v2/",
+    type: "get",
+    apiName: "CDK Drive Post Service Vehicle"
+  },
+  QueryCustomerByName: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/customerpost/v1/search"
+      : "https://api.fortellis.io/cdk-test/drive/customerpost/v1/search",
+    type: "get",
+    apiName: "CDK Drive Post Customer"
+  },
+  ReadCustomer: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/customerpost/v1/" //Customer ID is request param.
+      : "https://api.fortellis.io/cdk-test/drive/customerpost/v1/",
+    type: "get",
+    apiName: "CDK Drive Post Customer"
+  },
+  CreateCustomer: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/customerpost/v1/"
+      : "https://api.fortellis.io/cdk-test/drive/customerpost/v1/",
+    type: "post",
+    apiName: "CDK Drive Post Customer"
+  },
+  InsertVehicle: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/service-vehicle-mgmt/v2/"
+      : "https://api.fortellis.io/cdk-test/drive/service-vehicle-mgmt/v2/",
+    type: "post",
+    apiName: "CDK Drive Post Service Vehicle"
+  },
+  UpdateVehicle: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/service-vehicle-mgmt/v2/"
+      : "https://api.fortellis.io/cdk-test/drive/service-vehicle-mgmt/v2/",
+    type: "put",
+    apiName: "CDK Drive Post Service Vehicle"
+  },
+  GetCOA: {
+    type: "get",
+    apiName: "CDK Drive Post Accounts GL WIP",
+    url: `https://api.fortellis.io/cdk-test/drive/chartofaccounts/v2/bulk/`,
+    waitForResult: true
+  },
+  StartWip: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/glpost/startWIP"
+      : "https://api.fortellis.io/cdk-test/drive/glpost/startWIP",
+    type: "post",
+    apiName: "CDK Drive Post Accounts GL"
+  },
+  TranBatchWip: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/glpost/transBatchWIP"
+      : "https://api.fortellis.io/cdk-test/drive/glpost/transBatchWIP",
+    type: "post",
+    apiName: "CDK Drive Post Accounts GL"
+  },
+  PostBatchWip: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/glpost/postBatchWIP"
+      : "https://api.fortellis.io/cdk-test/drive/glpost/postBatchWIP",
+    type: "post",
+    apiName: "CDK Drive Post Accounts GL"
+  },
+  DeleteTranWip: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/glpost/postWIP"
+      : "https://api.fortellis.io/cdk-test/drive/glpost/postWIP",
+    type: "post",
+    apiName: "CDK Drive Post Accounts GL"
+  },
+  QueryErrorWip: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/glpost/errWIP/"
+      : "https://api.fortellis.io/cdk-test/drive/glpost/errWIP/",
+    type: "get",
+    apiName: "CDK Drive Post Accounts GL"
+  },
+  ServiceHistoryInsert: {
+    url: isProduction
+      ? "https://api.fortellis.io/cdk/drive/post/service-vehicle-history-mgmt/v2/"
+      : "https://api.fortellis.io/cdk-test/drive/post/service-vehicle-history-mgmt/v2/",
+    type: "post",
+    apiName: "CDK Drive Post Service Vehicle History"
+  }
+};
+
+const FortellisCacheEnums = {
+  txEnvelope: "txEnvelope",
+  DMSBatchTxn: "DMSBatchTxn",
+  SubscriptionMeta: "SubscriptionMeta",
+  DepartmentId: "DepartmentId",
+  JobData: "JobData",
+  DMSVid: "DMSVid",
+  DMSVeh: "DMSVeh",
+  DMSVehCustomer: "DMSVehCustomer",
+  DMSCustList: "DMSCustList",
+  DMSCust: "DMSCust",
+  selectedCustomerId: "selectedCustomerId",
+  DMSTransHeader: "DMSTransHeader",
+  transWips: "transWips",
+  DmsBatchTxnPost: "DmsBatchTxnPost",
+  DMSVehHistory: "DMSVehHistory"
+};
+
+function constructFullUrl({ url, pathParams = "", requestSearchParams = [] }) {
+  // Ensure the base URL ends with a single "/"
+  url = url.replace(/\/+$/, "/");
+  const fullPath = pathParams ? `${url}${pathParams}` : url;
+  const searchParams = new URLSearchParams(requestSearchParams).toString();
+  const fullUrl = searchParams ? `${fullPath}?${searchParams}` : fullPath;
+  return fullUrl;
+}
+
+module.exports = {
+  GetAuthToken,
+  FortellisCacheEnums,
+  MakeFortellisCall,
+  FortellisActions,
+  getTransactionType,
+  defaultFortellisTTL,
+  FortellisApiError,
+  GetDepartmentId
+};

server/fortellis/fortellis-logger.js

@@ -0,0 +1,8 @@
+const logger = require("../utils/logger");
+
+const CreateFortellisLogEvent = (socket, level, message, txnDetails) => {
+  logger.log("fortellis-log-event", level, socket?.user?.email, null, { wsmessage: message, txnDetails });
+  socket.emit("fortellis-log-event", { level, message, txnDetails });
+};
+
+module.exports = CreateFortellisLogEvent;

server/graphql-client/queries.js

@@ -697,6 +697,7 @@ exports.AUTOHOUSE_QUERY = `query AUTOHOUSE_EXPORT($start: timestamptz, $bodyshop
       jc_hourly_rates
       cdk_dealerid
       pbs_serialnumber
+      rr_dealerid
       use_paint_scale_data
     timezone
   }
@@ -974,6 +975,7 @@ exports.CLAIMSCORP_QUERY = `query CLAIMSCORP_EXPORT($start: timestamptz, $bodysh
     jc_hourly_rates
     cdk_dealerid
     pbs_serialnumber
+    rr_dealerid
     use_paint_scale_data
     timezone
   }
@@ -1219,7 +1221,7 @@ query ENTEGRAL_EXPORT($bodyshopid: uuid!) {
 }`;
 
 exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uuid!, $end: timestamptz) {
-  bodyshops_by_pk(id: $bodyshopid){
+  bodyshops_by_pk(id: $bodyshopid) {
     id
     shopname
     address1
@@ -1235,6 +1237,7 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
     jc_hourly_rates
     cdk_dealerid
     pbs_serialnumber
+    rr_dealerid
     use_paint_scale_data
     timezone
   }
@@ -1246,15 +1249,24 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
     bills {
       billlines {
         actual_cost
+        actual_price
         cost_center
+        deductedfromlbr
         id
+        line_desc
         quantity
       }
+      date
       federal_tax_rate
       id
       is_credit_memo
+      invoice_number
+      isinhouse
       local_tax_rate
       state_tax_rate
+      vendor {
+        name
+      }
     }
     created_at
     clm_no
@@ -1296,7 +1308,7 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
     joblines(where: {removed: {_eq: false}}) {
       act_price
       alt_partno
-      billlines(order_by: {bill: {date: desc_nulls_last}} limit: 1) {
+      billlines(order_by: {bill: {date: desc_nulls_last}}, limit: 1) {
         actual_cost
         actual_price
         quantity
@@ -1319,8 +1331,8 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
       mod_lbr_ty
       oem_partno
       op_code_desc
-      parts_order_lines(order_by: {parts_order: {order_date: desc_nulls_last}} limit: 1){
-        parts_order{
+      parts_order_lines(order_by: {parts_order: {order_date: desc_nulls_last}}, limit: 1) {
+        parts_order {
           id
           order_date
         }
@@ -1339,6 +1351,14 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
       jobid
       totalliquidcost
     }
+    notes {
+      created_at
+      created_by
+      critical
+      private
+      text
+      type
+    }
     ownr_addr1
     ownr_addr2
     ownr_city
@@ -1737,6 +1757,7 @@ query QUERY_JOB_COSTING_DETAILS($id: uuid!) {
         jc_hourly_rates
         cdk_dealerid
         pbs_serialnumber
+        rr_dealerid
         use_paint_scale_data
       }
     }
@@ -1853,6 +1874,7 @@ exports.QUERY_JOB_COSTING_DETAILS_MULTI = ` query QUERY_JOB_COSTING_DETAILS_MULT
       jc_hourly_rates
       cdk_dealerid
       pbs_serialnumber
+      rr_dealerid
       use_paint_scale_data
     }
   }
@@ -2173,19 +2195,7 @@ mutation UPDATE_BILLS($billids: [uuid!]!, $bill: bills_set_input!, $logs: [expor
   }
 }`;
 
-exports.INSERT_EXPORT_LOG = `
-mutation INSERT_EXPORT_LOG($log: exportlog_insert_input!) {
-  insert_exportlog_one(object: $log) {
-    id
-  }
-}`;
 
-exports.QUERY_EXISTING_TRANSITION = `
-mutation INSERT_EXPORT_LOG($log: exportlog_insert_input!) {
-  insert_exportlog_one(object: $log) {
-    id
-  }
-}`;
 
 exports.UPDATE_OLD_TRANSITION = `mutation UPDATE_OLD_TRANSITION($jobid: uuid!, $existingTransition: transitions_set_input!){
   update_transitions(where:{jobid:{_eq:$jobid}, end:{_is_null:true
@@ -2204,16 +2214,18 @@ exports.UPDATE_OLD_TRANSITION = `mutation UPDATE_OLD_TRANSITION($jobid: uuid!, $
 
 exports.INSERT_NEW_TRANSITION = (
   includeOldTransition
-) => `mutation INSERT_NEW_TRANSITION($newTransition: transitions_insert_input!, ${includeOldTransition ? `$oldTransitionId: uuid!, $duration: numeric` : ""
-  }) {
+) => `mutation INSERT_NEW_TRANSITION($newTransition: transitions_insert_input!, ${
+  includeOldTransition ? `$oldTransitionId: uuid!, $duration: numeric` : ""
+}) {
   insert_transitions_one(object: $newTransition) {
     id
   }
-  ${includeOldTransition
-    ? `update_transitions(where: {id: {_eq: $oldTransitionId}}, _set: {duration: $duration}) {
+  ${
+    includeOldTransition
+      ? `update_transitions(where: {id: {_eq: $oldTransitionId}}, _set: {duration: $duration}) {
     affected_rows
   }`
-    : ""
+      : ""
   }
 }`;
 
@@ -2903,6 +2915,8 @@ exports.GET_BODYSHOP_BY_ID = `
       state
       notification_followers
       timezone
+      rr_dealerid
+      rr_configuration
     }
   }
 `;
@@ -3152,11 +3166,10 @@ exports.DELETE_PHONE_NUMBER_OPT_OUT = `
   }
 `;
 
-
 exports.INSERT_MEDIA_ANALYTICS = `
 mutation INSERT_MEDIA_ANALYTICS($mediaObject: media_analytics_insert_input!) {
   insert_media_analytics_one(object: $mediaObject) {
     id
   }
 }
-`
+`;

server/integrations/partsManagement/defaultNewShop.json

@@ -1224,6 +1224,7 @@
     }
   ],
   "cdk_dealerid": null,
+  "rr_dealerid": null,
   "features": {
     "allAccess": true,
     "singleDeviceOnly": false

server/job/job-costing.js

@@ -601,7 +601,7 @@ function GenerateCostingData(job) {
       //At the bill level.
       bill_val.billlines.map((line_val) => {
         //At the bill line level.
-        if (job.bodyshop.pbs_serialnumber || job.bodyshop.cdk_dealerid) {
+        if (job.bodyshop.pbs_serialnumber || job.bodyshop.cdk_dealerid || job.bodyshop.rr_dealerid) {
           if (!bill_acc[selectedDmsAllocationConfig.costs[line_val.cost_center]])
             bill_acc[selectedDmsAllocationConfig.costs[line_val.cost_center]] = Dinero();
 
@@ -716,7 +716,7 @@ function GenerateCostingData(job) {
   const ticketTotalsByCostCenter = job.timetickets.reduce((ticket_acc, ticket_val) => {
     //At the invoice level.
 
-    if (job.bodyshop.pbs_serialnumber || job.bodyshop.cdk_dealerid) {
+    if (job.bodyshop.pbs_serialnumber || job.bodyshop.cdk_dealerid || job.bodyshop.rr_dealerid) {
       if (!ticket_acc[selectedDmsAllocationConfig.costs[ticket_val.ciecacode]])
         ticket_acc[selectedDmsAllocationConfig.costs[ticket_val.ciecacode]] = Dinero();
 

server/routes/cdkRoutes.js

@@ -8,6 +8,7 @@ const withUserGraphQLClientMiddleware = require("../middleware/withUserGraphQLCl
 router.use(validateFirebaseIdTokenMiddleware);
 
 router.post("/getvehicles", withUserGraphQLClientMiddleware, cdkGetMake.default);
+router.post("/fortellis/getvehicles", withUserGraphQLClientMiddleware, cdkGetMake.fortellis);
 router.post("/calculate-allocations", withUserGraphQLClientMiddleware, cdkCalculateAllocations.defaultRoute);
 
 module.exports = router;

server/rr/lib/README.md

@@ -0,0 +1,658 @@
+# rr-rome-client
+
+A minimal Node.js wrapper for Reynolds & Reynolds (Rome/RIH) STAR `ProcessMessage` over SOAP, with WS-Security UsernameToken.
+
+## Contents
+- Overview
+- Install
+- Supported Node Version
+- Peer / External Dependencies
+- Quick Start
+- Configuration & Environment Variables
+- Client API Methods
+- RRResult Structure
+- Types & IntelliSense
+- Errors & Validation
+- Retry Strategy
+- Debug / Dump Flags
+- Live Test Runner (`scripts/run-live.mjs`)
+- Bundling & Upload Helper (`scripts/bundle-for-upload.mjs`)
+- XML Templates & XSDs
+- Logging
+- Build & Development
+- Design Notes / Non-goals
+- License
+
+## Overview
+`rr-rome-client` builds and sends STAR XML payloads (Customer, Service Vehicle, Combined Search, Advisors, Parts, BSM Repair Orders) inside a SOAP envelope using the STAR Transport `ProcessMessage` operation. It applies a WS-Security UsernameToken header and provides:
+- High-level `RRClient` methods for each supported Rome operation.
+- JSDoc typedefs for all payloads and response shapes (usable in JS and TS).
+- Structured parsing of response status blocks and operation-specific data.
+- Automatic BODId & CreationDateTime generation, with ability to override.
+- Basic input validation and error classification.
+- Exponential backoff + jitter for retryable transport/vendor lock scenarios.
+
+## Install
+```bash
+npm i rr-rome-client
+```
+(You may also need peer dependencies; see below.)
+
+## Supported Node Version
+`package.json` declares `"engines": { "node": ">=22.0.0" }`. The build targets modern Node 22 features (native ESM, improved performance). Earlier Node versions are not officially supported/tested.
+
+## Peer / External Dependencies
+Rollup externalizes runtime libraries (they are listed in `dependencies` but not bundled). Ensure these are available in your environment:
+Required:
+- axios – HTTP transport
+- fast-xml-parser – STAR XML parsing
+- mustache – XML templating
+- uuid – BODId generation
+Optional (only if you use env loader helpers or live scripts):
+- dotenv
+- dotenv-expand
+
+Install (versions per `package.json`):
+```bash
+npm install axios@^1.7.7 fast-xml-parser@^4.5.0 mustache@^4.2.0 uuid@^9.0.1
+# Optional env loader
+npm install dotenv@^17.2.3 dotenv-expand@^12.0.3
+```
+TypeScript users (optional):
+```bash
+npm install -D @types/node
+```
+Browser bundling is not officially supported; you would need polyfills for core modules if attempting.
+
+## Quick Start
+```js
+import { RRClient } from 'rr-rome-client';
+import { loadEnv } from 'rr-rome-client/src/util/config.js'; // optional helper
+
+// Load routing & credentials from environment variables (see below)
+const { baseUrl, username, password, routing } = loadEnv();
+
+const client = new RRClient({ baseUrl, username, password });
+
+// Minimal createRepairOrder example
+const result = await client.createRepairOrder({
+  customerNo: '12345',
+  departmentType: 'S', // DeptType
+  vin: '1ABCDEF2GHIJ34567',
+  outsdRoNo: 'EXT-RO-99'
+}, { routing });
+
+if (result.success) {
+  console.log('RO status:', result.data); // {status, date, time, outsdRoNo, dmsRoNo, errorMessage}
+} else {
+  console.error('Failure:', result.statusBlocks?.transaction);
+}
+```
+
+## Configuration & Environment Variables
+You can manually provide configuration or use the helper `loadEnv(env)` in `src/util/config.js`.
+
+Recognized environment variables:
+- RR_BASE_URL – SOAP endpoint URL (required)
+- RR_USERNAME – WS-Security UsernameToken username (required)
+- RR_PASSWORD – WS-Security UsernameToken password (required)
+- RR_DEALER_NUMBER – DealerNumber for Destination (required per call)
+- RR_STORE_NUMBER – StoreNumber (optional)
+- RR_AREANUMBER – AreaNumber (optional)
+
+Example `.env`:
+```
+RR_BASE_URL=https://rome.example.com/soap
+RR_USERNAME=integratorUser
+RR_PASSWORD=superSecret
+RR_DEALER_NUMBER=1234
+RR_STORE_NUMBER=01
+RR_AREANUMBER=1
+```
+`loadEnv()` returns `{ baseUrl, username, password, routing: { dealerNumber, storeNumber, areaNumber } }`.
+
+Per-call options object shape (`CallOptions`):
+```js
+{
+  routing: { dealerNumber: '1234', storeNumber?: '01', areaNumber?: '1' },
+  envelope?: { bodId?, creationDateTime?, sender?: { component?, task?, referenceId? } }
+}
+```
+If omitted, `RRClient` auto-generates `bodId` (UUID) and `creationDateTime` when sending.
+
+## Client API Methods
+Each method returns a `Promise<RRResult<T>>` where `T` is operation-specific data (or array). `success` is true for vendor SUCCESS and NO_MATCH results; FAIL triggers an `RRVendorStatusError` exception before a `RRResult` is returned.
+
+All methods require `opts.routing.dealerNumber`.
+
+### combinedSearch(payload: CombinedSearchQuery, opts)
+Search customer + service vehicle combinations by exactly one criterion: `phone | license | vin | name | nameRecId | stkNo` plus optional `make`, `model`, `year`, `maxResults` (capped at 50).
+Minimal:
+```js
+const res = await client.combinedSearch({ kind: 'vin', vin: '12345' }, { routing });
+res.data; // Array<CombinedSearchBlock>
+```
+Errors: Throws `RRValidationError` if missing or multiple criteria.
+
+### insertCustomer(payload: InsertCustomerPayload, opts)
+Insert a customer record. Required: `lastName` (or `customerName`). If individual (`ibFlag='I'` or inferred by presence of `firstName`), then `firstName` required.
+```js
+const res = await client.insertCustomer({ firstName: 'Jane', lastName: 'Doe', phones:[{number:'5551234567'}] }, { routing });
+res.data; // { dmsRecKey, status, statusCode }
+```
+
+### updateCustomer(payload: UpdateCustomerPayload, opts)
+Update existing customer by `nameRecId` plus required `ibFlag`. Other fields optional.
+```js
+const res = await client.updateCustomer({ nameRecId:'998877', ibFlag:'I', lastName:'Doe' }, { routing });
+```
+
+### insertServiceVehicle(payload: InsertServiceVehiclePayload, opts)
+Insert a service vehicle linked to a customer. Required: `vin`, `vehicleServInfo.customerNo`.
+```js
+const res = await client.insertServiceVehicle({
+  vin:'1HGCM82633A004352',
+  vehicleServInfo:{ customerNo:'12345' }
+}, { routing });
+res.data; // { status, statusCode }
+```
+
+### getAdvisors(payload: GetAdvisorsParams, opts)
+Fetch advisors for a department. Department values normalized: S/P/B or long names.
+```js
+const res = await client.getAdvisors({ department:'SERVICE' }, { routing });
+res.data; // AdvisorRow[]
+```
+
+### createRepairOrder(payload: CreateRepairOrderPayload, opts)
+Required: `customerNo`, `departmentType`, `vin`, `outsdRoNo`. Advisor optional. Complex nested labor/parts/misc blocks supported via payload.
+```js
+const res = await client.createRepairOrder({
+  customerNo:'12345', departmentType:'S', vin:'1ABCDEF2GHIJ34567', outsdRoNo:'EXT-RO-99'
+}, { routing });
+res.data; // { status, date, time, outsdRoNo, dmsRoNo, errorMessage }
+```
+
+### updateRepairOrder(payload: UpdateRepairOrderPayload, opts)
+Required: `finalUpdate ('Y'|'N')`, `outsdRoNo`. May include `roNo` and nested sections.
+```js
+const res = await client.updateRepairOrder({ finalUpdate:'N', outsdRoNo:'EXT-RO-99' }, { routing });
+```
+
+### getParts(payload: GetPartsParams, opts)
+Required: `roNumber` (internal ERA RO number).
+```js
+const res = await client.getParts({ roNumber:'938275' }, { routing });
+res.data; // PartRow[]
+```
+
+## Payload Schema Reference
+Comprehensive field-level summary sourced from `src/types.js`, operation builders, and validation logic. Types reflect accepted JS types (string|number where applicable). Constraints list enumerations, inference rules, and validation notes. Required = must be supplied by caller (or inferred automatically). Optional fields omitted become absent in generated XML.
+
+### CombinedSearchQuery
+Only one criterion permitted; `maxResults` capped at 50.
+
+| Field | Type | Required | Constraints / Notes |
+|-------|------|----------|----------------------|
+| kind | 'phone'|'license'|'vin'|'name'|'nameRecId'|'stkNo' | Yes | Determines which single criterion block is emitted |
+| phone | string\|number\|{phone:string} | Conditionally (if kind==='phone') | Value mapped to `<Phone Num="..."/>` |
+| license | string\|number\|{license:string} | Conditionally (kind==='license') | Value mapped to `<LicenseNum LicNo="..."/>` |
+| vin | string\|number\|{vin:string} | Conditionally (kind==='vin') | Value mapped to `<PartVIN Vin="..."/>` (partial VIN allowed) |
+| name | {fname,lname,mname} or {name} | Conditionally (kind==='name') | Either FullName triple or LName only; must supply all three for FullName |
+| nameRecId | string\|number\|{custId:string}|{nameRecId:string} | Conditionally (kind==='nameRecId') | Emits `<NameRecId CustIdStart="..."/>` |
+| stkNo | string\|number\|{stkNo:string} | Conditionally (kind==='stkNo') | Emits `<StkNo VehId="..."/>` |
+| maxResults | number | No | Capped at 50 (default 50) -> `MaxRecs` attribute |
+| make | string | No | Defaults 'ANY' -> `VehData MakePfx` |
+| model | string\|number | No | Defaults 'ANY' -> `VehData Model` |
+| year | string\|number | No | Defaults 'ANY' -> `VehData Year` |
+
+### InsertCustomerPayload
+`ibFlag` inferred as 'I' if `firstName` present, else 'B'. Business requires `lastName` / `customerName`; individual requires `firstName` + last name.
+
+| Field | Type | Required | Constraints / Notes |
+|-------|------|----------|----------------------|
+| ibFlag | 'I'|'B' | Auto / For update must supply | Inferred if omitted (firstName present => 'I') |
+| customerType | 'R'|'W'|'I'|'Retail'|'Wholesale'|'Internal' | No | Normalized to 'R','W','I'; must be one of listed |
+| createdBy | string | No | Optional CreatedBy attribute |
+| customerName | string | Conditional | Alias for `lastName` when business |
+| lastName | string | Yes (unless `customerName` provided) | Required base name; sanitized to A-Z0-9 space |
+| firstName | string | Required when ibFlag='I' | Sanitized; required for individuals |
+| midName | string | No | Sanitized |
+| salut | string | No | Sanitized |
+| suffix | string | No | Sanitized |
+| addresses | CustomerAddress[] | No | Each entry requires `line1`; Type defaults 'P' |
+| phones | CustomerPhone[] | No | Each entry requires `number`; Type defaults 'H' |
+| emails | CustomerEmail[] | No | First entry used -> `<Email MailTo="..."/>` |
+| personal.gender | 'M'|'F'|'U' | No | Optional |
+| personal.otherName | string | No | Sanitized alnum/space |
+| personal.anniversaryDate | string | No | Included if non-empty |
+| personal.employerName | string | No | Sanitized |
+| personal.employerPhone | string | No | Raw string |
+| personal.occupation | string | No | Sanitized |
+| personal.optOut | string | No | Pass-through |
+| personal.optOutUse | string | No | Pass-through |
+| personal.birthDates[].type | 'P'|'S' | No | Defaults 'P'; entry must have `date` |
+| personal.birthDates[].date | string | Conditional | Included only if non-empty |
+| personal.ssns[].type | 'P'|'S' | No | Defaults 'P'; entry must have `ssn` |
+| personal.ssns[].ssn | string | Conditional | Included only if non-empty |
+| personal.driver.type | 'P'|'S' | No | Defaults 'P' |
+| personal.driver.licenseNumber | string | Conditional | Required to emit DriverInfo |
+| personal.driver.licenseState | string | No | Optional |
+| personal.driver.licenseExpDate | string | No | Optional |
+| personal.children[].name | string | No | Sanitized; optional list |
+| dms.taxExemptNum | string | No | Optional |
+| dms.salesTerritory | string | No | Optional |
+| dms.deliveryRoute | string | No | Optional |
+| dms.salesmanNum | string | No | Optional |
+| dms.lastContactMethod | string | No | Optional |
+| dms.followups[].type | string | Conditional | Must have both type & value |
+| dms.followups[].value | string | Conditional | Must have both type & value |
+
+### UpdateCustomerPayload
+Extends InsertCustomerPayload plus:
+
+| Field | Type | Required | Constraints |
+|-------|------|----------|-------------|
+| nameRecId | string\|number | Yes | Required identifier |
+| ibFlag | 'I'|'B' | Yes | Must be explicitly provided on update |
+
+### InsertServiceVehiclePayload
+
+| Field | Type | Required | Constraints / Notes |
+|-------|------|----------|----------------------|
+| vin | string | Yes | Must be provided |
+| modelDesc | string | No | Optional attribute |
+| carline | string | No | Optional attribute |
+| extClrDesc | string | No | Optional attribute |
+| intClrDesc | string | No | Optional attribute |
+| trimDesc | string | No | Optional attribute |
+| bodyStyle | string | No | Optional attribute |
+| engineDesc | string | No | Optional attribute |
+| transDesc | string | No | Optional attribute |
+| year | string\|number | No | Emits `<Year>` element if present |
+| odometer | string\|number | No | Emits `<Odometer>` |
+| odometerUnits | string | No | Emits `<OdometerUnits>` |
+| vehicleDetail.licNo | string | No | Emits `<VehicleDetail LicNo="..."/>` |
+| vehicleServInfo.customerNo | string\|number | Yes | Required; becomes `CustomerNo` attribute |
+| vehicleServInfo.salesmanNo | string\|number | No | Optional element |
+| vehicleServInfo.inServiceDate | string\|number | No | Optional element |
+| vehicleServInfo.mileage | string\|number | No | Optional element |
+| vehicleServInfo.teamCode | string | No | Optional element |
+| vehicleServInfo.vehExtWarranty.contractNumber | string | Conditional | Included if any warranty field present |
+| vehicleServInfo.vehExtWarranty.expirationDate | string | Conditional | "" excluded |
+| vehicleServInfo.vehExtWarranty.expirationMileage | string\|number | Conditional | "" excluded |
+| vehicleServInfo.advisor.contactInfo.nameRecId | string\|number | No | Advisor block included only if provided |
+
+### CreateRepairOrderPayload
+
+| Field | Type | Required | Constraints / Notes |
+|-------|------|----------|----------------------|
+| customerNo | string\|number | Yes | CustNo |
+| departmentType | string\|number | Yes | DeptType |
+| vin | string | Yes | Vin |
+| outsdRoNo | string\|number | Yes | External RO identifier |
+| advisorNo | string\|number | No | AdvNo |
+| tagNo | string\|number | No | TagNo |
+| mileageIn | string\|number | No | MileageIn |
+| roComment | string | No | `<RoCommentInfo RoComment="..."/>` |
+| estimate.parts | string\|number | No | EstPartsAmt |
+| estimate.labor | string\|number | No | EstLaborAmt |
+| estimate.total | string\|number | No | EstTotalAmt |
+| tax.payType | 'All'|'Cust'|'Intr'|'Warr' | No | Enumeration validated |
+| tax.taxCode | string | No | TaxCode |
+| tax.txblGrossAmt | string\|number | No | TxblGrossAmt |
+| tax.grossTaxAmt | string\|number | No | GrossTaxAmt |
+| rolabor.ops[].opCode | string | No | Optional |
+| rolabor.ops[].jobNo | string\|number | No | Optional |
+| rolabor.ops[].custPayTypeFlag | string | No | Freeform (not validated) |
+| rolabor.ops[].warrPayTypeFlag | string | No | Freeform |
+| rolabor.ops[].intrPayTypeFlag | string | No | Freeform |
+| rolabor.ops[].custTxblNtxblFlag | 'T'|'N' | No | Enumerated & validated |
+| rolabor.ops[].warrTxblNtxblFlag | 'T'|'N' | No | Enumerated & validated |
+| rolabor.ops[].intrTxblNtxblFlag | 'T'|'N' | No | Enumerated & validated |
+| rolabor.ops[].vlrCode | string | No | Optional |
+| rolabor.ops[].bill.payType | 'All'|'Cust'|'Intr'|'Warr' | No | Enumeration |
+| rolabor.ops[].bill.jobTotalHrs | string\|number | No | Optional |
+| rolabor.ops[].bill.billTime | string\|number | No | Optional |
+| rolabor.ops[].bill.billRate | string\|number | No | Optional |
+| rolabor.ops[].ccc.cause | string | No | Optional |
+| rolabor.ops[].ccc.complaint | string | No | Optional |
+| rolabor.ops[].ccc.correction | string | No | Optional |
+| rolabor.ops[].amount.payType | 'All'|'Cust'|'Intr'|'Warr' | No | Enumeration |
+| rolabor.ops[].amount.amtType | string | No | Optional |
+| rolabor.ops[].amount.custPrice | string\|number | No | Optional |
+| rolabor.ops[].amount.totalAmt | string\|number | No | Optional |
+| ropart.jobs[].opCode | string | No | Optional |
+| ropart.jobs[].jobNo | string\|number | No | Optional |
+| ropart.jobs[].lines[].partNo | string | No | Optional |
+| ropart.jobs[].lines[].partNoDesc | string | No | Optional |
+| ropart.jobs[].lines[].partQty | string\|number | No | Emits QtyOrd |
+| ropart.jobs[].lines[].sale | string\|number | No | Sale |
+| ropart.jobs[].lines[].cost | string\|number | No | Cost |
+| ropart.jobs[].lines[].addDeleteFlag | string | No | AddDeleteFlag |
+| rogg.ops[].lines[].breakOut | string | No | Optional |
+| rogg.ops[].lines[].itemType | 'G'|'P'|'S'|'F' | No | Enumerated & validated |
+| rogg.ops[].lines[].itemDesc | string | No | Optional |
+| rogg.ops[].lines[].custQty | string\|number | No | Optional |
+| rogg.ops[].lines[].warrQty | string\|number | No | Optional |
+| rogg.ops[].lines[].intrQty | string\|number | No | Optional |
+| rogg.ops[].lines[].custPayTypeFlag | string | No | Optional |
+| rogg.ops[].lines[].warrPayTypeFlag | string | No | Optional |
+| rogg.ops[].lines[].intrPayTypeFlag | string | No | Optional |
+| rogg.ops[].lines[].custTxblNtxblFlag | 'T'|'N' | No | Enumerated |
+| rogg.ops[].lines[].warrTxblNtxblFlag | 'T'|'N' | No | Enumerated |
+| rogg.ops[].lines[].intrTxblNtxblFlag | 'T'|'N' | No | Enumerated |
+| rogg.ops[].lines[].amount.payType | 'All'|'Cust'|'Intr'|'Warr' | No | Enumeration |
+| rogg.ops[].lines[].amount.amtType | string | No | Optional |
+| rogg.ops[].lines[].amount.custPrice | string\|number | No | Optional |
+| rogg.ops[].lines[].amount.dlrCost | string\|number | No | Optional |
+| romisc.ops[].lines[].miscCode | string | No | Optional |
+| romisc.ops[].lines[].custPayTypeFlag | string | No | Optional |
+| romisc.ops[].lines[].warrPayTypeFlag | string | No | Optional |
+| romisc.ops[].lines[].intrPayTypeFlag | string | No | Optional |
+| romisc.ops[].lines[].custTxblNtxblFlag | 'T'|'N' | No | Enumerated |
+| romisc.ops[].lines[].warrTxblNtxblFlag | 'T'|'N' | No | Enumerated |
+| romisc.ops[].lines[].intrTxblNtxblFlag | 'T'|'N' | No | Enumerated |
+| romisc.ops[].lines[].codeAmt | string\|number | No | Optional |
+
+### UpdateRepairOrderPayload
+Adds required `finalUpdate` and supports most Create fields + mileageOut.
+
+| Field | Type | Required | Constraints / Notes |
+|-------|------|----------|----------------------|
+| finalUpdate | 'Y'|'N' | Yes | Must be 'Y' or 'N' (validated) |
+| outsdRoNo | string\|number | Yes | External RO identifier (validation requires present) |
+| roNo | string\|number | No | Optional internal RoNo |
+| mileageOut | string\|number | No | MileageOut |
+| (other fields) | see CreateRepairOrderPayload | Conditional | Same validations apply |
+
+### GetAdvisorsParams
+
+| Field | Type | Required | Constraints / Notes |
+|-------|------|----------|----------------------|
+| department | 'S'|'P'|'B'|'SERVICE'|'PARTS'|'BODY'|'BODYSHOP'|'BODY SHOP' | Yes | Normalized to S/P/B |
+| advisorNumber | string\|number | No | Optional filter |
+| maxResults | number | Ignored | Not in XSD (builder ignores) |
+
+### GetPartsParams
+
+| Field | Type | Required | Constraints / Notes |
+|-------|------|----------|----------------------|
+| roNumber | string\|number | Yes | Required; becomes `<RoInfo RoNumber="..."/>` |
+
+### Common Routing & Envelope Fields
+
+| Field | Type | Required | Constraints / Notes |
+|-------|------|----------|----------------------|
+| routing.dealerNumber | string | Yes | Required for all requests (Destination) |
+| routing.storeNumber | string | No | Optional Destination StoreNumber |
+| routing.areaNumber | string | No | Optional Destination AreaNumber |
+| envelope.bodId | string | Auto | UUID generated if omitted |
+| envelope.creationDateTime | Date\|string | Auto | Uses current time; formatted without milliseconds |
+| envelope.sender.component | string | No | Defaults 'Rome' if omitted |
+| envelope.sender.task | string | No | Op-specific defaults (e.g. 'CU','SV','BSMRO','CVC','RCT') |
+| envelope.sender.referenceId | string | No | Op-specific defaults ('Insert','Update','Query') |
+
+### AdvisorRow (response convenience)
+
+| Field | Type | Notes |
+|-------|------|-------|
+| advisorId | string\|number\|undefined | AdvisorNumber attribute |
+| firstName | string\|undefined | FirstName attribute |
+| lastName | string\|undefined | LastName attribute |
+| department | 'S'|'P'|'B'|undefined | Normalized department passed through |
+
+### PartRow (response convenience)
+
+| Field | Type | Notes |
+|-------|------|-------|
+| partNumber | string\|undefined | PartNumber |
+| partDescription | string\|undefined | PartDescription |
+| quantityOrdered | string\|number\|undefined | QuantityOrdered |
+| quantityShipped | string\|number\|undefined | QuantityShipped |
+| price | string\|number\|undefined | Price |
+| cost | string\|number\|undefined | Cost |
+| processedFlag | string\|undefined | ProcessedFlag |
+| addOrDelete | string\|undefined | AddOrDelete |
+
+### CombinedSearch Response Shapes
+Hierarchical breakdown of the parsed array returned under `RRResult.data` for `combinedSearch` (each entry is a `CombinedSearchBlock`). Attribute-centric; absent fields are simply omitted.
+
+#### CombinedSearchBlock
+| Field | Type | Notes |
+|-------|------|-------|
+| NameContactId | CombinedSearchNameContactId | Customer name/contact composite |
+| ServVehicle | CombinedSearchServVehicle[] | Zero or more service vehicle blocks |
+| Message | CombinedSearchMessage[] | Optional informational messages |
+
+#### NameContactId
+| Field | Type | Notes |
+|-------|------|-------|
+| NameId | CombinedSearchNameId | Includes identifiers & individual/business name choice |
+| Address | Object[] | Each has address-related attributes (lines, city, state, zip, etc.) |
+| ContactOptions | Object[] | Arbitrary contact option attributes as present |
+| Phone | Object[] | Each phone entry carries attributes like Type, Num, Ext |
+| Email | Object[] | Each email entry carries attributes (MailTo, etc.) |
+
+#### NameId
+| Field | Type | Notes |
+|-------|------|-------|
+| NameRecId | string\|number | Identifier used for subsequent operations |
+| IBFlag | 'I'|'B' | Individual or Business flag |
+| IndName | Object | Present for individual: attributes like FName, LName, MName |
+| BusName | Object | Present for business: attributes like Name (business name) |
+
+#### ServVehicle (CombinedSearchServVehicle)
+| Field | Type | Notes |
+|-------|------|-------|
+| Vehicle | CombinedSearchVehicle | VIN + descriptive attributes |
+| VehicleServInfo | CombinedSearchVehicleServInfo | Service info attributes & nested warranty/advisor/comments |
+
+#### Vehicle (CombinedSearchVehicle)
+| Attribute | Type | Notes |
+|-----------|------|-------|
+| Vin | string | Vehicle identification number (may be partial in search results) |
+| VehicleMake | string | Make code / description |
+| VehicleYr | string\|number | Year |
+| MdlNo | string | Model code |
+| ModelDesc | string | Model description |
+| Carline | string | Carline description |
+| ExtClrDesc | string | Exterior color |
+| IntClrDesc | string | Interior color |
+| MakeName | string | Full make name |
+| VehicleDetail.LicNo | string | License plate (if present) |
+
+#### VehicleServInfo (CombinedSearchVehicleServInfo)
+| Attribute | Type | Notes |
+|-----------|------|-------|
+| CustomerNo | string\|number | Linked customer number |
+| SalesmanNo | string\|number | Optional salesman number |
+| InServiceDate | string\|number | Date vehicle placed in service |
+| Mileage | string\|number | Current mileage |
+| TeamCode | string | Team/department code |
+| VehExtWarranty.ContractNumber | string | Extended warranty contract number |
+| VehExtWarranty.ExpirationDate | string | Warranty expiration date |
+| VehExtWarranty.ExpirationMileage | string\|number | Warranty mileage limit |
+| Advisor.ContactInfo.NameRecId | string\|number | Advisor reference (if present) |
+| VehServComments[] | string[] | Freeform service comments (array of raw text) |
+
+#### Message (CombinedSearchMessage)
+| Field | Type | Notes |
+|-------|------|-------|
+| MessageNo | string\|number | Optional message number (if provided) |
+| Text | string | Message text content |
+
+### CustomerResponseData
+Returned as `result.data` for `insertCustomer` / `updateCustomer`.
+| Field | Type | Notes |
+|-------|------|-------|
+| dmsRecKey | string\|undefined | DMS record key identifier (if provided in TransStatus) |
+| status | string\|undefined | Vendor status string |
+| statusCode | string\|undefined | Vendor status code |
+
+### ServiceVehicleResponseData
+Returned as `result.data` for `insertServiceVehicle`.
+| Field | Type | Notes |
+|-------|------|-------|
+| status | string\|undefined | GenTransStatus Status |
+| statusCode | string\|undefined | GenTransStatus StatusCode |
+
+### RepairOrderData
+Returned as `result.data` for `createRepairOrder` / `updateRepairOrder` (parsed from RoRecordStatus).
+| Field | Type | Notes |
+|-------|------|-------|
+| status | string\|undefined | RoRecordStatus Status |
+| date | string\|undefined | Date attribute/text |
+| time | string\|undefined | Time attribute/text |
+| outsdRoNo | string\|undefined | External RO number (OutsdRoNo) |
+| dmsRoNo | string\|undefined | Internal DMS RO number (DMSRoNo) |
+| errorMessage | string\|undefined | ErrorMessage if provided |
+
+## RRResult Structure
+Each successful call resolves to:
+```ts
+interface RRResult<T> {
+  success: boolean; // SUCCESS or NO_MATCH
+  data?: T;         // op-specific parsed convenience data
+  parsed: any;      // entire parsed STAR payload root
+  xml: { request: string; response: string }; // raw SOAP envelopes
+  statusBlocks?: { transaction?: {status,statusCode,message}; roRecord?: {status,date,time,outsdRoNo,dmsRoNo,errorMessage} };
+  applicationArea?: any; // raw ApplicationArea node
+}
+```
+Use `statusBlocks.transaction` for generic status; `data` for normalized op output.
+
+`Convenience data` refers to the distilled, operation-specific subset placed on `RRResult.data` by a dedicated `postParse` function (e.g., extracting only RoRecordStatus identifiers or customer DMS keys). It is intentionally smaller and flatter than `RRResult.parsed`, which contains the entire parsed STAR payload tree. Use `data` for common identifiers/status checks; fall back to `parsed` when you need full raw XML-derived detail.
+
+## Types & IntelliSense
+Rich JSDoc typedefs ship with the package.
+- ESM: `import { RRClient } from 'rr-rome-client';` optionally import `'rr-rome-client/types'` to prompt editor indexing.
+- CJS: `const { RRClient } = require('rr-rome-client'); require('rr-rome-client/types');`
+
+Selected typedef categories (see `src/types.js`):
+- Routing / Envelope / CallOptions
+- Customer / Service Vehicle / Repair Order payload blocks
+- Combined Search structures
+- Advisor and Parts row shapes
+- `RRResult<T>` generic helper
+
+The build also emits a TypeScript declaration bundle (`dist/types/index.d.ts`) generated via `tsconfig.types.json` (processing only `src/types.js`).
+
+## Errors & Validation
+Three custom error classes (`src/errors.js`):
+- `RRTransportError` – Non-2xx HTTP status or network failure; `meta.status` / `meta.body` may be attached.
+- `RRVendorStatusError` – Vendor FAIL status (non-success & not NO_MATCH). Includes `meta.status` (raw status object) and full response XML. `retryable` may be set (currently determined by vendor message lock wording or explicit flag).
+- `RRValidationError` – Input validation failures (missing required fields, invalid enumeration values, etc.).
+
+Enumerated validations (examples):
+- Customer: `ibFlag`, required `firstName` if individual, allowed `customerType` values.
+- Service Vehicle: mandatory `vin` and `vehicleServInfo.customerNo`.
+- Repair Orders: required header fields; enumerations for tax pay type (`All|Cust|Intr|Warr`), taxable flags (`T|N`), item types (`G|P|S|F`).
+
+Error Handling Example:
+```js
+try {
+  await client.createRepairOrder(/* ... */);
+} catch (e) {
+  if (e instanceof RRVendorStatusError) {
+    console.error('Vendor fail', e.meta.status);
+  } else if (e instanceof RRValidationError) {
+    console.error('Bad input', e.message);
+  } else if (e instanceof RRTransportError) {
+    console.error('HTTP/Network', e.message, e.meta.status);
+  } else {
+    console.error('Unexpected', e);
+  }
+}
+```
+
+## Retry Strategy
+`withBackoff(fn, {max, logger})` (used internally) retries on:
+- Transport/network errors (`RRTransportError`).
+- Vendor status errors indicating record lock/in use (message matching `/lock|in use|record.*busy/i`) or explicit `retryable` flag.
+Backoff: exponential starting at 400ms, capped at 10s, plus up to 250ms jitter.
+Configure via `new RRClient({ retries: { max: 5 }, ... })`.
+
+## Debug / Dump Flags
+Set these environment variables to inspect request/response internals:
+- `RR_DEBUG` – Enables debug logging (`defaultLogger.debug`).
+- `RR_DUMP_ENVELOPE=1` – Prints outgoing SOAP envelope.
+- `RR_DUMP_XML=1` – Prints full response XML.
+- `RR_DUMP_STATUS=1` – Logs parsed status blocks.
+- `RR_DUMP_APPLICATION=1` – Logs raw ApplicationArea block.
+- `RR_DUMP_DATA=1` – Logs `result.data` (postParse convenience output).
+
+## Live Test Runner (`scripts/run-live.mjs`)
+Provides curated integration tests against a live Rome system using Vitest. Loads `.env` then `.env.local` (override). Usage:
+```
+node scripts/run-live.mjs <test> [flags] [-- ...vitestArgs]
+```
+Available tests (see script for full list & flags):
+- `combinedSearch` – VIN or phone search.
+- `insertCustomer`, `updateCustomer` – Customer record operations (use `--write` to enable live writes).
+- `insertServiceVehicle` – Add vehicle (requires or discovers customer).
+- `getAdvisors` – Advisor listing by department.
+- `createRepairOrder`, `updateRepairOrder` – BSM RO operations.
+- `getParts` – Retrieve RO parts lines.
+- `all` – Run all sequentially.
+
+Common flags:
+- `--dump` → `RR_DUMP_ENVELOPE`
+- `--write` → `RR_LIVE_WRITES` (enables writes)
+- Operation-specific flags map to `RR_TEST_*` env variables (see script comments for details).
+- Arbitrary env: `--set=KEY=VALUE`.
+
+Example:
+```
+node scripts/run-live.mjs createRepairOrder --write --dump --customerNo=1134485 --vin=1ABCDEF2GHIJ34567 --ro=BSM123
+```
+
+## Bundling & Upload Helper (`scripts/bundle-for-upload.mjs`)
+Creates text bundles of project files for transport/support purposes.
+- Includes key directories (`src/`, `test/`, `schemas/`) and specific root files.
+- Excludes large/irrelevant directories (`node_modules`, `dist`, etc.).
+- Options: `--max-bytes`, `--pattern=globish`, `--with-env` (include `.env` – caution), `--list-only`.
+Generates `bundles/bundle-<uuid>-N.txt` with file boundary markers.
+
+## XML Templates & XSDs
+Templates reside in `src/templates/templateMap.js` using Mustache. Each operation builder renders a STAR root element plus `ApplicationArea`. XSD files (under `schemas/`) accompany operations:
+- Customer Insert/Update: `rey_RomeCustomerInsertReq.xsd`, `rey_RomeCustomerUpdateReq.xsd`
+- Service Vehicle Insert: `rey_RomeServVehicleInsertReq.xsd`
+- Combined Search: `rey_RomeCustServVehCombReq.xsd`
+- Advisors: `rey_RomeGetAdvisorsReq.xsd`
+- Parts: `rey_RomeGetPartsReq.xsd`
+- Repair Orders Create/Update: `rey_RomeCreateBSMRepairOrderReq.xsd`, `rey_RomeUpdateBSMRepairOrderReq.xsd`
+Response XSDs also present for repair orders and others.
+
+Builders attach an `xsdFilename` hint and `elementName`; no runtime XSD validation is performed (the project does not contain a validation module beyond these references).
+
+## Logging
+Default logger (`src/logger.js`): logs to console via `info`, `warn`, `error`; `debug` gated by `RR_DEBUG`.
+Provide a custom logger with matching method names in `RRClientConfig`:
+```js
+const logger = { info:()=>{}, warn:()=>{}, error:console.error, debug:()=>{} };
+const client = new RRClient({ baseUrl, username, password, logger });
+```
+
+## Build & Development
+Scripts:
+- `npm run build` – Rollup builds `dist/index.cjs` & `dist/index.mjs`, copies JSDoc types (`scripts/postbuild-copy-types.mjs`), emits `.d.ts` (via `tsc -p tsconfig.types.json`).
+- `npm test` – Runs unit tests (`vitest` with `vitest.config.unit.mjs`).
+- `npm run bundle` – Invoke bundle creation (see above).
+- `npm run live:<op>` – Convenience commands mapping to `scripts/run-live.mjs` (e.g. `npm run live:getParts`).
+
+Rollup configuration (`rollup.config.mjs`):
+- Externalizes Node core modules and listed dependencies.
+- Applies terser minification (2 passes, hoisting) for compact output.
+- Generates both CJS and ESM entrypoints.
+
+Tree-shaking is enabled (`treeshake.moduleSideEffects = false`). `sideEffects: false` in `package.json` allows downstream bundlers to drop unused exports.
+
+## Design Notes / Non-goals
+- WS-Security: Implements only UsernameToken with password type Text or Digest (configurable via `wssePasswordType`). No nonce or timestamp included.
+- Idempotency: `bodId` generated per request unless provided; `ensureBodAndDates` centralizes creation.
+- Parsing: Focused on extracting status and op-specific identifiers; raw parsed STAR tree still accessible via `result.parsed`.
+- Status Handling: Treats `NO_MATCH` (codes like 2 or 213) as non-error with `success=true` so callers can differentiate empty results from failures.
+- Validation: Enforces only practical minimum & enumerations; does not attempt full schema compliance.
+- No automatic `fetch` transport fallback yet (axios chosen for reliability). You can replace `postSoap` if providing a compatible function returning raw response text and error semantics.
+- No built-in XSD validator; XSDs present for reference only.

server/rr/lib/types.cjs

@@ -0,0 +1,3 @@
+'use strict';
+// CJS access point for JSDoc typedefs
+module.exports = require('./types.js');

server/rr/lib/types.js

@@ -0,0 +1,144 @@
+/**
+ * @typedef {Object} RRClientConfig
+ * @property {string} baseUrl Base URL of the Rome endpoint
+ * @property {string} username WS-Security username
+ * @property {string} password WS-Security password
+ * @property {'Text'|'Digest'} [wssePasswordType] Password type (defaults to Text)
+ * @property {number} [timeoutMs] Request timeout in milliseconds
+ * @property {{max?: number}} [retries] Retry configuration
+ * @property {{ info:Function, warn:Function, error:Function, debug:Function }} [logger] Custom logger implementation
+ */
+
+/** Dealer/store routing (required each call). */
+export const _routingDoc = null;
+/**
+ * @typedef {Object} Routing
+ * @property {string} dealerNumber
+ * @property {string} [storeNumber]
+ * @property {string} [areaNumber]
+ */
+
+/** Optional envelope overrides; BODId/CreationDateTime auto-generated if omitted. */
+export const _envelopeDoc = null;
+/**
+ * @typedef {Object} EnvelopeOptions
+ * @property {string} [bodId]
+ * @property {string|Date} [creationDateTime]
+ * @property {{ component?: string, task?: string, referenceId?: string }} [sender]
+ */
+
+/** Per-call options */
+export const _callOptionsDoc = null;
+/**
+ * @typedef {Object} CallOptions
+ * @property {Routing} routing
+ * @property {EnvelopeOptions} [envelope]
+ */
+
+/** @template T @typedef {Object} RRResult { @property {boolean} success @property {T} [data] @property {any} parsed @property {{request:string,response:string}} xml @property {{transaction?:any,roRecord?:any}} [statusBlocks] @property {any} [applicationArea] } */
+
+/** @typedef {Object} CombinedSearchName { @property {string} [fname] @property {string} [lname] @property {string} [mname] @property {string} [name] } */
+/** @typedef {Object} CombinedSearchQuery
+ * @property {'phone'|'license'|'vin'|'name'|'nameRecId'|'stkNo'} kind Search kind (only one criterion allowed)
+ * @property {string|number|{phone:string}} [phone] Phone number criterion
+ * @property {string|number|{license:string}} [license] License plate criterion
+ * @property {string|number|{vin:string}} [vin] VIN criterion
+ * @property {CombinedSearchName} [name] Customer name criterion
+ * @property {string|number|{custId:string}|{nameRecId:string}} [nameRecId] Name record ID criterion
+ * @property {string|number|{stkNo:string}} [stkNo] Stock number criterion
+ * @property {number} [maxResults] Max results (capped at 50)
+ * @property {string} [make] Vehicle make filter
+ * @property {string|number} [model] Vehicle model filter
+ * @property {string|number} [year] Vehicle year filter
+} */
+/** @typedef {Object} CombinedSearchVehicleDetail { @property {string} [LicNo] } */
+/** @typedef {Object} CombinedSearchVehicle { @property {string} [Vin] @property {string} [VehicleMake] @property {string|number} [VehicleYr] @property {string} [MdlNo] @property {string} [ModelDesc] @property {string} [Carline] @property {string} [ExtClrDesc] @property {string} [IntClrDesc] @property {string} [MakeName] @property {CombinedSearchVehicleDetail} [VehicleDetail] } */
+/** @typedef {Object} CombinedSearchVehicleWarranty { @property {string} [ContractNumber] @property {string} [ExpirationDate] @property {string|number} [ExpirationMileage] } */
+/** @typedef {Object} CombinedSearchAdvisorContactInfo { @property {string|number} [NameRecId] } */
+/** @typedef {Object} CombinedSearchAdvisor { @property {CombinedSearchAdvisorContactInfo} [ContactInfo] } */
+/** @typedef {Object} CombinedSearchVehicleServInfo { @property {string|number} [CustomerNo] @property {string|number} [SalesmanNo] @property {string|number} [InServiceDate] @property {string|number} [Mileage] @property {string} [TeamCode] @property {CombinedSearchVehicleWarranty} [VehExtWarranty] @property {CombinedSearchAdvisor} [Advisor] @property {string[]} [VehServComments] } */
+/** @typedef {Object} CombinedSearchServVehicle { @property {CombinedSearchVehicle} [Vehicle] @property {CombinedSearchVehicleServInfo} [VehicleServInfo] } */
+/** @typedef {Object} CombinedSearchNameId { @property {string|number} [NameRecId] @property {'I'|'B'} [IBFlag] @property {Object} [IndName] @property {Object} [BusName] } */
+/** @typedef {Object} CombinedSearchNameContactId { @property {CombinedSearchNameId} [NameId] @property {Object[]} [Address] @property {Object[]} [ContactOptions] @property {Object[]} [Phone] @property {Object[]} [Email] } */
+/** @typedef {Object} CombinedSearchMessage { @property {string|number} [MessageNo] @property {string} [Text] } */
+/** @typedef {Object} CombinedSearchBlock { @property {CombinedSearchNameContactId} [NameContactId] @property {CombinedSearchServVehicle[]} [ServVehicle] @property {CombinedSearchMessage[]} [Message] } */
+
+/** @typedef {Object} CustomerAddress { @property {'P'|'B'|'M'|'S'|'D'} [type] @property {string} line1 @property {string} [line2] @property {string} [city] @property {string} [state] @property {string} [postalCode] @property {string} [county] @property {string} [country] } */
+/** @typedef {Object} CustomerPhone { @property {'H'|'W'|'M'|'C'|'F'} [type] @property {string|number} number @property {string|number} [extension] } */
+/** @typedef {Object} CustomerEmail { @property {string} address } */
+/** @typedef {Object} CustomerBirthDate { @property {'P'|'S'} [type] @property {string} date } */
+/** @typedef {Object} CustomerSSN { @property {'P'|'S'} [type] @property {string} ssn } */
+/** @typedef {Object} CustomerDriver { @property {'P'|'S'} [type] @property {string} licenseNumber @property {string} [licenseState] @property {string} [licenseExpDate] } */
+/** @typedef {Object} CustomerChild { @property {string} name } */
+/** @typedef {Object} CustomerPersonal { @property {'M'|'F'|'U'} [gender] @property {string} [otherName] @property {string} [anniversaryDate] @property {string} [employerName] @property {string} [employerPhone] @property {string} [occupation] @property {string} [optOut] @property {string} [optOutUse] @property {CustomerBirthDate[]} [birthDates] @property {CustomerSSN[]} [ssns] @property {CustomerDriver} [driver] @property {CustomerChild[]} [children] } */
+/** @typedef {Object} CustomerDmsFollowup { @property {string} type @property {string} value } */
+/** @typedef {Object} CustomerDmsInfo { @property {string} [taxExemptNum] @property {string} [salesTerritory] @property {string} [deliveryRoute] @property {string} [salesmanNum] @property {string} [lastContactMethod] @property {CustomerDmsFollowup[]} [followups] } */
+/** @typedef {Object} InsertCustomerPayload
+ * @property {'I'|'B'} [ibFlag] Individual/Business flag (auto-inferred if omitted)
+ * @property {'R'|'W'|'I'|'Retail'|'Wholesale'|'Internal'} [customerType] Customer type
+ * @property {string} [createdBy] Username or identifier creating the record
+ * @property {string} [customerName] Business name (alias for lastName when business)
+ * @property {string} [lastName] Last name or business name
+ * @property {string} [firstName] First name (required for individuals)
+ * @property {string} [midName] Middle name
+ * @property {string} [salut] Salutation
+ * @property {string} [suffix] Suffix
+ * @property {CustomerAddress[]} [addresses] Addresses list (line1 required per address)
+ * @property {CustomerPhone[]} [phones] Phone numbers list (number required per phone)
+ * @property {CustomerEmail[]} [emails] Email list (first entry used)
+ * @property {CustomerPersonal} [personal] Personal details
+ * @property {CustomerDmsInfo} [dms] DMS-specific supplemental info
+ */
+/** @typedef {InsertCustomerPayload & { nameRecId: string|number }} UpdateCustomerPayload */
+/** @typedef {Object} CustomerResponseData { @property {string|undefined} dmsRecKey @property {string|undefined} status @property {string|undefined} statusCode } */
+
+/** @typedef {Object} ServiceVehicleDetail { @property {string} [licNo] } */
+/** @typedef {Object} ServiceVehicleWarranty { @property {string} [contractNumber] @property {string} [expirationDate] @property {string|number} [expirationMileage] } */
+/** @typedef {Object} ServiceVehicleAdvisorContactInfo { @property {string|number} nameRecId } */
+/** @typedef {Object} ServiceVehicleServInfo { @property {string|number} customerNo @property {string|number} [salesmanNo] @property {string|number} [inServiceDate] @property {string|number} [mileage] @property {string} [teamCode] @property {ServiceVehicleWarranty} [vehExtWarranty] @property {{contactInfo?: ServiceVehicleAdvisorContactInfo}} [advisor] } */
+/** @typedef {Object} InsertServiceVehiclePayload { @property {string} vin @property {string} [modelDesc] @property {string} [carline] @property {string} [extClrDesc] @property {string} [intClrDesc] @property {string} [trimDesc] @property {string} [bodyStyle] @property {string} [engineDesc] @property {string} [transDesc] @property {string|number} [year] @property {string|number} [odometer] @property {string} [odometerUnits] @property {ServiceVehicleDetail} [vehicleDetail] @property {ServiceVehicleServInfo} vehicleServInfo } */
+/** @typedef {Object} ServiceVehicleResponseData { @property {string|undefined} status @property {string|undefined} statusCode } */
+
+/** @typedef {Object} RepairOrderEstimate { @property {string|number} [parts] @property {string|number} [labor] @property {string|number} [total] @property {string} [estimateType] } */
+/** @typedef {Object} RepairOrderTax { @property {'All'|'Cust'|'Intr'|'Warr'} [payType] @property {string} [taxCode] @property {string|number} [txblGrossAmt] @property {string|number} [grossTaxAmt] } */
+/** @typedef {Object} RepairOrderLaborBill { @property {'All'|'Cust'|'Intr'|'Warr'} [payType] @property {string|number} [jobTotalHrs] @property {string|number} [billTime] @property {string|number} [billRate] } */
+/** @typedef {Object} RepairOrderLaborCCC { @property {string} [cause] @property {string} [complaint] @property {string} [correction] } */
+/** @typedef {Object} RepairOrderLaborAmount { @property {'All'|'Cust'|'Intr'|'Warr'} [payType] @property {string} [amtType] @property {string|number} [custPrice] @property {string|number} [totalAmt] } */
+/** @typedef {Object} RepairOrderLaborOp { @property {string} [opCode] @property {string|number} [jobNo] @property {'T'|'N'} [custTxblNtxblFlag] @property {'T'|'N'} [warrTxblNtxblFlag] @property {'T'|'N'} [intrTxblNtxblFlag] @property {string} [custPayTypeFlag] @property {string} [warrPayTypeFlag] @property {string} [intrPayTypeFlag] @property {string} [vlrCode] @property {RepairOrderLaborBill} [bill] @property {RepairOrderLaborCCC} [ccc] @property {RepairOrderLaborAmount} [amount] } */
+/** @typedef {Object} RepairOrderLabor { @property {RepairOrderLaborOp[]} [ops] } */
+/** @typedef {Object} RepairOrderPartLine { @property {string} [partNo] @property {string} [partNoDesc] @property {string|number} [partQty] @property {string|number} [sale] @property {string|number} [cost] @property {string} [addDeleteFlag] } */
+/** @typedef {Object} RepairOrderPartJob { @property {string} [opCode] @property {string|number} [jobNo] @property {RepairOrderPartLine[]} [lines] } */
+/** @typedef {Object} RepairOrderPart { @property {RepairOrderPartJob[]} [jobs] } */
+/** @typedef {Object} RepairOrderGGLineAmount { @property {'All'|'Cust'|'Intr'|'Warr'} [payType] @property {string} [amtType] @property {string|number} [custPrice] @property {string|number} [dlrCost] } */
+/** @typedef {Object} RepairOrderGGLine { @property {string} [breakOut] @property {'G'|'P'|'S'|'F'} [itemType] @property {string} [itemDesc] @property {string|number} [custQty] @property {string|number} [warrQty] @property {string|number} [intrQty] @property {'T'|'N'} [custTxblNtxblFlag] @property {'T'|'N'} [warrTxblNtxblFlag] @property {'T'|'N'} [intrTxblNtxblFlag] @property {string} [custPayTypeFlag] @property {string} [warrPayTypeFlag] @property {string} [intrPayTypeFlag] @property {RepairOrderGGLineAmount} [amount] } */
+/** @typedef {Object} RepairOrderGGOp { @property {string} [opCode] @property {string|number} [jobNo] @property {RepairOrderGGLine[]} [lines] } */
+/** @typedef {Object} RepairOrderGG { @property {string|number} [roNo] @property {RepairOrderGGOp[]} [ops] } */
+/** @typedef {Object} RepairOrderMiscLine { @property {string} [miscCode] @property {'T'|'N'} [custTxblNtxblFlag] @property {'T'|'N'} [warrTxblNtxblFlag] @property {'T'|'N'} [intrTxblNtxblFlag] @property {string} [custPayTypeFlag] @property {string} [warrPayTypeFlag] @property {string} [intrPayTypeFlag] @property {string|number} [codeAmt] } */
+/** @typedef {Object} RepairOrderMiscOp { @property {string} [opCode] @property {string|number} [jobNo] @property {RepairOrderMiscLine[]} [lines] } */
+/** @typedef {Object} RepairOrderMisc { @property {string|number} [roNo] @property {RepairOrderMiscOp[]} [ops] } */
+/** @typedef {Object} CreateRepairOrderPayload
+ * @property {string|number} customerNo Customer number (CustNo)
+ * @property {string|number} departmentType Department type (DeptType)
+ * @property {string} vin Vehicle VIN (Vin)
+ * @property {string|number} outsdRoNo External RO identifier
+ * @property {string|number} [advisorNo] Advisor number
+ * @property {string|number} [tagNo] Tag number
+ * @property {string|number} [mileageIn] Mileage in value
+ * @property {string} [roComment] Repair order comment
+ * @property {RepairOrderEstimate} [estimate] Repair order estimate block
+ * @property {RepairOrderTax} [tax] Tax block
+ * @property {RepairOrderLabor} [rolabor] Labor operations
+ * @property {RepairOrderPart} [ropart] Parts jobs/lines
+ * @property {RepairOrderGG} [rogg] General goods lines
+ * @property {RepairOrderMisc} [romisc] Miscellaneous charges
+ */
+/** @typedef {Object} UpdateRepairOrderPayload { @property {'Y'|'N'} finalUpdate @property {string|number} outsdRoNo @property {string|number} [roNo] @property {string|number} [customerNo] @property {string|number} [tagNo] @property {string|number} [departmentType] @property {string} [vin] @property {string|number} [mileageIn] @property {string|number} [mileageOut] @property {string} [roComment] @property {RepairOrderEstimate} [estimate] @property {RepairOrderTax} [tax] @property {RepairOrderLabor} [rolabor] @property {RepairOrderPart} [ropart] @property {RepairOrderGG} [rogg] @property {RepairOrderMisc} [romisc] } */
+/** @typedef {Object} RepairOrderData { @property {string|undefined} status @property {string|undefined} date @property {string|undefined} time @property {string|undefined} outsdRoNo @property {string|undefined} dmsRoNo @property {string|undefined} errorMessage } */
+
+/** @typedef {Object} GetAdvisorsParams { @property {'S'|'P'|'B'|'SERVICE'|'PARTS'|'BODY'|'BODYSHOP'|'BODY SHOP'} department @property {string|number} [advisorNumber] @property {number} [maxResults] } */
+/** @typedef {Object} AdvisorRow { @property {string|number|undefined} advisorId @property {string|undefined} firstName @property {string|undefined} lastName @property {'S'|'P'|'B'|undefined} department } */
+/** @typedef {Object} GetPartsParams { @property {string|number} roNumber } */
+/** @typedef {Object} PartRow { @property {string|undefined} partNumber @property {string|undefined} partDescription @property {string|number|undefined} quantityOrdered @property {string|number|undefined} quantityShipped @property {string|number|undefined} price @property {string|number|undefined} cost @property {string|undefined} processedFlag @property {string|undefined} addOrDelete } */
+
+// Marker exports (no runtime impact)
+export const _extendedTypesDoc = null;