RrScratch3 - Tax / Extras Improvements

feature/IO-3457-Job-Lifecycle-Tags

_reference/partsManagement/PATCH_parts-management-provision.md

@@ -30,7 +30,7 @@ Send a JSON object with one or more of the following fields to update:
 - `email` (string, shop's email, not user email)
 - `timezone` (string)
 - `phone` (string)
-- `logo_img_path` (object, e.g. `{ src, width, height, headerMargin }`)
+- `logo_img_path` (string)
 
 Any fields not included in the request body will remain unchanged.
 
@@ -50,12 +50,7 @@ Content-Type: application/json
   "email": "shop@example.com",
   "timezone": "America/Chicago",
   "phone": "555-123-4567",
-  "logo_img_path": {
-    "src": "https://example.com/logo.png",
-    "width": "200",
-    "height": "100",
-    "headerMargin": 10
-  }
+  "logo_img_path": "https://example.com/logo.png"
 }
 ```
 

client/package.json

@@ -8,7 +8,7 @@
   "private": true,
   "proxy": "http://localhost:4000",
   "dependencies": {
-    "@amplitude/analytics-browser": "^2.30.1",
+    "@amplitude/analytics-browser": "^2.31.3",
     "@ant-design/pro-layout": "^7.22.6",
     "@apollo/client": "^3.13.9",
     "@emotion/is-prop-valid": "^1.4.0",
@@ -19,11 +19,11 @@
     "@firebase/firestore": "^4.9.2",
     "@firebase/messaging": "^0.12.22",
     "@jsreport/browser-client": "^3.1.0",
-    "@reduxjs/toolkit": "^2.10.1",
+    "@reduxjs/toolkit": "^2.11.0",
     "@sentry/cli": "^2.58.2",
     "@sentry/react": "^9.43.0",
-    "@sentry/vite-plugin": "^4.6.0",
-    "@splitsoftware/splitio-react": "^2.6.0",
+    "@sentry/vite-plugin": "^4.6.1",
+    "@splitsoftware/splitio-react": "^2.6.1",
     "@tanem/react-nprogress": "^5.0.56",
     "antd": "^5.28.1",
     "apollo-link-logger": "^2.0.1",
@@ -33,16 +33,16 @@
     "classnames": "^2.5.1",
     "css-box-model": "^1.2.1",
     "dayjs": "^1.11.19",
-    "dayjs-business-days2": "^1.3.1",
+    "dayjs-business-days2": "^1.3.2",
     "dinero.js": "^1.9.1",
     "dotenv": "^17.2.3",
     "env-cmd": "^10.1.0",
     "exifr": "^7.1.3",
     "graphql": "^16.12.0",
-    "i18next": "^25.6.2",
+    "i18next": "^25.7.1",
     "i18next-browser-languagedetector": "^8.2.0",
     "immutability-helper": "^3.1.1",
-    "libphonenumber-js": "^1.12.26",
+    "libphonenumber-js": "^1.12.31",
     "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": "^1.294.0",
+    "posthog-js": "^1.299.0",
     "prop-types": "^15.8.1",
     "query-string": "^9.3.1",
     "raf-schd": "^4.0.3",
@@ -73,7 +73,7 @@
     "react-resizable": "^3.0.5",
     "react-router-dom": "^6.30.0",
     "react-sticky": "^6.0.3",
-    "react-virtuoso": "^4.14.1",
+    "react-virtuoso": "^4.16.1",
     "recharts": "^2.15.2",
     "redux": "^5.0.1",
     "redux-actions": "^3.0.3",
@@ -81,7 +81,7 @@
     "redux-saga": "^1.4.2",
     "redux-state-sync": "^3.1.4",
     "reselect": "^5.1.1",
-    "sass": "^1.94.0",
+    "sass": "^1.94.2",
     "socket.io-client": "^4.8.1",
     "styled-components": "^6.1.19",
     "subscriptions-transport-ws": "^0.11.0",
@@ -140,8 +140,8 @@
     "@emotion/babel-plugin": "^11.13.5",
     "@emotion/react": "^11.14.0",
     "@eslint/js": "^9.39.1",
-    "@playwright/test": "^1.56.1",
-    "@sentry/webpack-plugin": "^4.6.0",
+    "@playwright/test": "^1.57.0",
+    "@sentry/webpack-plugin": "^4.6.1",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^6.9.1",
     "@testing-library/react": "^16.3.0",
@@ -153,19 +153,19 @@
     "eslint-plugin-react": "^7.37.5",
     "globals": "^15.15.0",
     "jsdom": "^26.0.0",
-    "memfs": "^4.51.0",
+    "memfs": "^4.51.1",
     "os-browserify": "^0.3.0",
-    "playwright": "^1.56.1",
+    "playwright": "^1.57.0",
     "react-error-overlay": "^6.1.0",
     "redux-logger": "^3.0.6",
     "source-map-explorer": "^2.5.3",
-    "vite": "^7.2.2",
+    "vite": "^7.2.6",
     "vite-plugin-babel": "^1.3.2",
     "vite-plugin-eslint": "^1.8.1",
     "vite-plugin-node-polyfills": "^0.24.0",
-    "vite-plugin-pwa": "^1.1.0",
+    "vite-plugin-pwa": "^1.2.0",
     "vite-plugin-style-import": "^2.0.0",
     "vitest": "^3.2.4",
-    "workbox-window": "^7.3.0"
+    "workbox-window": "^7.4.0"
   }
 }

client/src/App/App.styles.scss

@@ -425,6 +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/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/dashboard-components/job-lifecycle/job-lifecycle-dashboard.component.jsx

@@ -142,17 +142,37 @@ export default function JobLifecycleDashboardComponent({ data, bodyshop, ...card
             title={t("job_lifecycle.content.legend_title")}
             style={{ marginTop: "10px" }}
           >
-            <div>
+            <div
+              style={{
+                display: "flex",
+                flexWrap: "wrap",
+                gap: 8
+              }}
+            >
               {lifecycleData.summations.map((key) => (
-                <Tag key={key.status} color={key.color} style={{ width: "13vh", padding: "4px", margin: "4px" }}>
+                <Tag
+                  key={key.status}
+                  color={key.color}
+                  style={{
+                    // IMPORTANT: let the tag grow with its content
+                    width: "auto",
+                    padding: 0,
+                    margin: 0,
+                    display: "inline-flex",
+                    alignItems: "center",
+                    justifyContent: "center",
+                    boxSizing: "border-box"
+                  }}
+                >
                   <div
                     aria-label={`${key.status} | ${key.roundedPercentage} | ${key.humanReadable}`}
                     title={`${key.status} | ${key.roundedPercentage} | ${key.humanReadable}`}
                     style={{
                       backgroundColor: "var(--tag-wrapper-bg)",
                       color: "var(--tag-wrapper-text)",
-                      padding: "4px",
-                      textAlign: "center"
+                      padding: "4px 8px",
+                      textAlign: "center",
+                      whiteSpace: "nowrap" // keep it on one line while letting the pill expand
                     }}
                   >
                     {key.status} [{lifecycleData.statusCounts[key.status]}] ({key.roundedPercentage})

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

@@ -24,10 +24,11 @@ export default connect(mapStateToProps, mapDispatchToProps)(DmsAllocationsSummar
  * @param bodyshop
  * @param jobId
  * @param title
+ * @param onAllocationsChange
  * @returns {JSX.Element}
  * @constructor
  */
-export function DmsAllocationsSummary({ mode, socket, bodyshop, jobId, title }) {
+export function DmsAllocationsSummary({ mode, socket, bodyshop, jobId, title, onAllocationsChange }) {
   const { t } = useTranslation();
   const [allocationsSummary, setAllocationsSummary] = useState([]);
 
@@ -48,11 +49,17 @@ export function DmsAllocationsSummary({ mode, socket, bodyshop, jobId, title })
         setAllocationsSummary(list);
         // Preserve side-channel used by the post form for discrepancy checks
         socket.allocationsSummary = list;
+        if (onAllocationsChange) onAllocationsChange(list);
       });
     } catch {
       // Best-effort; leave table empty on error
       setAllocationsSummary([]);
-      socket && (socket.allocationsSummary = []);
+      if (socket) {
+        socket.allocationsSummary = [];
+      }
+      if (onAllocationsChange) {
+        onAllocationsChange([]);
+      }
     }
   }, [socket, jobId, mode, allocationsEvent]);
 
@@ -124,12 +131,14 @@ export function DmsAllocationsSummary({ mode, socket, bodyshop, jobId, title })
             { 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.totalSale.toFormat()}</Table.Summary.Cell>
+              <Table.Summary.Cell>{hasNonZeroSaleTotal ? totals.totalSale.toFormat() : null}</Table.Summary.Cell>
               <Table.Summary.Cell />
               <Table.Summary.Cell />
               <Table.Summary.Cell />

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

@@ -0,0 +1,342 @@
+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 { resolveRROpCodeFromBodyshop } from "../../utils/dmsUtils.js";
+
+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: *,
+ *   partsTaxableSale: *,
+ *   partsNonTaxableSale: *,
+ *   laborTaxableSale: *,
+ *   laborNonTaxableSale: *,
+ *   extrasSale: *,
+ *   extrasTaxableSale: *,
+ *   extrasNonTaxableSale: *,
+ *   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,
+    partsTaxableSale: row.partsTaxableSale || null,
+    partsNonTaxableSale: row.partsNonTaxableSale || null,
+    laborTaxableSale: row.laborTaxableSale || null,
+    laborNonTaxableSale: row.laborNonTaxableSale || null,
+    extrasSale: row.extrasSale || null,
+    extrasTaxableSale: row.extrasTaxableSale || null,
+    extrasNonTaxableSale: row.extrasNonTaxableSale || 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, onAllocationsChange, opCode }) {
+  const { t } = useTranslation();
+  const [roggPreview, setRoggPreview] = useState(null);
+  const [rolaborPreview, setRolaborPreview] = useState(null);
+  const [error, setError] = useState(null);
+
+  // Prefer the user-selected OpCode (from DmsContainer), fall back to config default
+  const effectiveOpCode = useMemo(() => opCode || resolveRROpCodeFromBodyshop(bodyshop), [opCode, bodyshop]);
+
+  const fetchAllocations = useCallback(() => {
+    if (!socket || !jobId) return;
+
+    try {
+      socket.emit("rr-calculate-allocations", { jobId, opCode: effectiveOpCode }, (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;
+          }
+          if (onAllocationsChange) {
+            onAllocationsChange([]);
+          }
+          return;
+        }
+
+        const jobAllocRows = normalizeJobAllocations(ack);
+
+        setRoggPreview(ack?.rogg || null);
+        setRolaborPreview(ack?.rolabor || null);
+        setError(null);
+
+        if (socket) {
+          socket.allocationsSummary = jobAllocRows;
+          socket.rrAllocationsRaw = ack;
+        }
+        if (onAllocationsChange) {
+          onAllocationsChange(jobAllocRows);
+        }
+      });
+    } catch {
+      setRoggPreview(null);
+      setRolaborPreview(null);
+      setError(t("dms.labels.allocations_error"));
+      if (socket) {
+        socket.allocationsSummary = [];
+      }
+      if (onAllocationsChange) {
+        onAllocationsChange([]);
+      }
+    }
+  }, [socket, jobId, t, onAllocationsChange, effectiveOpCode]);
+
+  useEffect(() => {
+    fetchAllocations();
+  }, [fetchAllocations]);
+
+  const segmentLabelMap = {
+    partsTaxable: "Parts Taxable",
+    partsNonTaxable: "Parts Non-Taxable",
+    extrasTaxable: "Extras Taxable",
+    extrasNonTaxable: "Extras Non-Taxable",
+    laborTaxable: "Labor Taxable",
+    laborNonTaxable: "Labor Non-Taxable"
+  };
+
+  const roggRows = useMemo(() => {
+    if (!roggPreview || !Array.isArray(roggPreview.ops)) return [];
+
+    const rows = [];
+    roggPreview.ops.forEach((op) => {
+      const rowOpCode = opCode || op.opCode;
+
+      (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: rowOpCode,
+          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, opCode, segmentLabelMap]);
+
+  const rolaborRows = useMemo(() => {
+    if (!rolaborPreview || !Array.isArray(rolaborPreview.ops)) return [];
+
+    return rolaborPreview.ops.map((op, idx) => {
+      const rowOpCode = opCode || op.opCode;
+
+      return {
+        key: `${op.jobNo}-${idx}`,
+        opCode: rowOpCode,
+        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, opCode]);
+
+  // 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>{effectiveOpCode}</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, with parts, extras, and labor split
+            into taxable / non-taxable segments.
+          </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-log-events/dms-log-events.component.jsx

@@ -13,7 +13,14 @@ const mapDispatchToProps = () => ({});
 
 export default connect(mapStateToProps, mapDispatchToProps)(DmsLogEvents);
 
-export function DmsLogEvents({ logs, detailsOpen, detailsNonce, isDarkMode, colorizeJson = false }) {
+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)
@@ -54,8 +61,10 @@ export function DmsLogEvents({ logs, detailsOpen, detailsNonce, isDarkMode, colo
     () =>
       (logs || []).map((raw, idx) => {
         const { level, message, timestamp, meta } = normalizeLog(raw);
-        const hasMeta = !isEmpty(meta);
-        const isOpen = openSet.has(idx);
+
+        // 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,
@@ -101,7 +110,7 @@ export function DmsLogEvents({ logs, detailsOpen, detailsNonce, isDarkMode, colo
           )
         };
       }),
-    [logs, openSet, colorizeJson]
+    [logs, openSet, colorizeJson, isDarkMode, showDetails]
   );
 
   return <Timeline pending reverse items={items} />;

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

@@ -26,6 +26,7 @@ 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";
+import { useSplitTreatments } from "@splitsoftware/splitio-react";
 
 /**
  * CDK-like DMS post form:
@@ -38,14 +39,23 @@ import { DMS_MAP } from "../../utils/dmsUtils";
  * @param job
  * @param logsRef
  * @param mode
+ * @param allocationsSummary
  * @returns {JSX.Element}
  * @constructor
  */
-export default function CdkLikePostForm({ bodyshop, socket, job, logsRef, mode }) {
+export default function CdkLikePostForm({ bodyshop, socket, job, logsRef, mode, allocationsSummary }) {
   const [form] = Form.useForm();
   const { t } = useTranslation();
   const [, /*unused*/ setTick] = useState(0); // handy if you need a forceUpdate later
 
+  const {
+    treatments: { Fortellis }
+  } = useSplitTreatments({
+    attributes: {},
+    names: ["Fortellis"],
+    splitKey: bodyshop.imexshopid
+  });
+
   const initialValues = useMemo(
     () => ({
       story: `${t("jobs.labels.dms.defaultstory", {
@@ -111,15 +121,19 @@ export default function CdkLikePostForm({ bodyshop, socket, job, logsRef, mode }
   };
 
   // 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() };
+  const totals = useMemo(() => {
+    if (!allocationsSummary || allocationsSummary.length === 0) {
+      return { totalSale: Dinero(), totalCost: Dinero() };
+    }
+
+    return allocationsSummary.reduce(
+      (acc, val) => ({
+        totalSale: acc.totalSale.add(Dinero(val.sale)),
+        totalCost: acc.totalCost.add(Dinero(val.cost))
+      }),
+      { totalSale: Dinero(), totalCost: Dinero() }
+    );
+  }, [allocationsSummary]);
 
   return (
     <Card title={t("jobs.labels.dms.postingform")}>
@@ -205,7 +219,7 @@ export default function CdkLikePostForm({ bodyshop, socket, job, logsRef, mode }
         <Row gutter={[16, 12]}>
           <Col span={24}>
             <Form.Item name="story" label={t("jobs.fields.dms.story")} rules={[{ required: true }]}>
-              <Input.TextArea maxLength={240} />
+              <Input.TextArea maxLength={Fortellis.treatment === "on" ? 40 : 240} showCount />
             </Form.Item>
           </Col>
         </Row>
@@ -373,7 +387,10 @@ export default function CdkLikePostForm({ bodyshop, socket, job, logsRef, mode }
             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 hasAllocations = allocationsSummary && allocationsSummary.length > 0;
+            const nonRrDiscrepancyGate = hasAllocations ? discrep.getAmount() !== 0 : true;
+
             const disablePost = !payersOk || nonRrDiscrepancyGate;
 
             return (

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

@@ -19,20 +19,55 @@ export default connect(mapStateToProps, mapDispatchToProps)(DmsPostForm);
  * @param socket
  * @param job
  * @param logsRef
+ * @param key
+ * @param allocationsSummary
+ * @param rrOpCodeParts
+ * @param onChangeRrOpCodeParts
  * @returns {JSX.Element|null}
  * @constructor
  */
-export function DmsPostForm({ mode, bodyshop, socket, job, logsRef }) {
+export function DmsPostForm({
+  mode,
+  bodyshop,
+  socket,
+  job,
+  logsRef,
+  key,
+  allocationsSummary,
+  rrOpCodeParts,
+  onChangeRrOpCodeParts
+}) {
   switch (mode) {
     case DMS_MAP.reynolds:
-      return <RRPostForm bodyshop={bodyshop} socket={socket} job={job} logsRef={logsRef} />;
+      return (
+        <RRPostForm
+          bodyshop={bodyshop}
+          socket={socket}
+          job={job}
+          logsRef={logsRef}
+          key={key}
+          allocationsSummary={allocationsSummary}
+          opCodeParts={rrOpCodeParts}
+          onChangeOpCodeParts={onChangeRrOpCodeParts}
+        />
+      );
 
     // 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} />;
+      return (
+        <CdkLikePostForm
+          mode={mode}
+          bodyshop={bodyshop}
+          socket={socket}
+          job={job}
+          logsRef={logsRef}
+          key={key}
+          allocationsSummary={allocationsSummary}
+        />
+      );
 
     default:
       return null;

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

@@ -1,4 +1,4 @@
-import { ReloadOutlined } from "@ant-design/icons";
+import { ReloadOutlined, RollbackOutlined } from "@ant-design/icons";
 import {
   Button,
   Card,
@@ -26,19 +26,36 @@ import dayjs from "../../utils/day";
  * @param socket
  * @param job
  * @param logsRef
+ * @param allocationsSummary
+ * @param opCodeParts          // { prefix, base, suffix } from container
+ * @param onChangeOpCodeParts  // (partsWithFlags) => void
  * @returns {JSX.Element}
  * @constructor
  */
-export default function RRPostForm({ bodyshop, socket, job, logsRef }) {
+export default function RRPostForm({
+  bodyshop,
+  socket,
+  job,
+  logsRef,
+  allocationsSummary,
+  opCodeParts,
+  onChangeOpCodeParts
+}) {
   const [form] = Form.useForm();
   const { t } = useTranslation();
 
+  // Capture the baseline/default OpCode parts ONCE per mount (tied to resetKey in container)
+  const [baselineOpCodeParts] = useState(() => ({
+    prefix: opCodeParts?.prefix ?? "",
+    base: opCodeParts?.base ?? "",
+    suffix: opCodeParts?.suffix ?? ""
+  }));
+
   // 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) => {
@@ -97,32 +114,99 @@ export default function RRPostForm({ bodyshop, socket, job, logsRef }) {
               : job.v_model_yr)) ||
           2019
         }-01-01`
-      )
+      ),
+      opPrefix: opCodeParts?.prefix ?? "",
+      opBase: opCodeParts?.base ?? "",
+      opSuffix: opCodeParts?.suffix ?? ""
     }),
-    [job, t]
+    [job, t, opCodeParts]
   );
 
+  // Keep the RR OpCode parts in sync with DmsContainer state
+  const opPrefixWatch = Form.useWatch("opPrefix", form);
+  const opBaseWatch = Form.useWatch("opBase", form);
+  const opSuffixWatch = Form.useWatch("opSuffix", form);
+
+  // Detect if current form values differ from baseline defaults
+  const isCustomOpCode = useMemo(() => {
+    const current = {
+      prefix: opPrefixWatch !== undefined ? opPrefixWatch : (baselineOpCodeParts.prefix ?? ""),
+      base: opBaseWatch !== undefined ? opBaseWatch : (baselineOpCodeParts.base ?? ""),
+      suffix: opSuffixWatch !== undefined ? opSuffixWatch : (baselineOpCodeParts.suffix ?? "")
+    };
+
+    return (
+      current.prefix !== (baselineOpCodeParts.prefix ?? "") ||
+      current.base !== (baselineOpCodeParts.base ?? "") ||
+      current.suffix !== (baselineOpCodeParts.suffix ?? "")
+    );
+  }, [opPrefixWatch, opBaseWatch, opSuffixWatch, baselineOpCodeParts]);
+
+  // Push changes up to container with some metadata
+  useEffect(() => {
+    if (!onChangeOpCodeParts) return;
+
+    const parts = {
+      prefix: opPrefixWatch || "",
+      base: opBaseWatch || "",
+      suffix: opSuffixWatch || "",
+      isCustom: isCustomOpCode
+    };
+
+    onChangeOpCodeParts(parts);
+  }, [opPrefixWatch, opBaseWatch, opSuffixWatch, isCustomOpCode, onChangeOpCodeParts]);
+
   const handleFinish = (values) => {
     if (!socket) return;
+
+    const { opPrefix, opBase, opSuffix, ...rest } = values;
+
+    const combinedOpCode = `${opPrefix || ""}${opBase || ""}${opSuffix || ""}`.trim();
+
+    const txEnvelope = {
+      ...rest,
+      opPrefix,
+      opBase,
+      opSuffix
+    };
+
+    if (combinedOpCode) {
+      txEnvelope.opCode = combinedOpCode;
+    }
+
     socket.emit("rr-export-job", {
       bodyshopId: bodyshop?.id,
       jobId: job.id,
       job,
-      txEnvelope: values
+      txEnvelope
     });
+
     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() };
+  // Discrepancy is ignored for RR; we still show totals for operator context.
+  // Use the lifted allocationsSummary from the container instead of reading from the socket.
+  const totals = useMemo(() => {
+    if (!allocationsSummary || allocationsSummary.length === 0) {
+      return { totalSale: Dinero(), totalCost: Dinero() };
+    }
+
+    return allocationsSummary.reduce(
+      (acc, val) => ({
+        totalSale: acc.totalSale.add(Dinero(val.sale)),
+        totalCost: acc.totalCost.add(Dinero(val.cost))
+      }),
+      { totalSale: Dinero(), totalCost: Dinero() }
+    );
+  }, [allocationsSummary]);
+
+  const handleResetOpCode = () => {
+    form.setFieldsValue({
+      opPrefix: baselineOpCodeParts.prefix,
+      opBase: baselineOpCodeParts.base,
+      opSuffix: baselineOpCodeParts.suffix
+    });
+  };
 
   return (
     <Card title={t("jobs.labels.dms.postingform")}>
@@ -171,10 +255,57 @@ export default function RRPostForm({ bodyshop, socket, job, logsRef }) {
             </Form.Item>
           </Col>
 
-          {/* Make Override */}
+          {/* RR OpCode (prefix / base / suffix) */}
           <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
+              required
+              label={
+                <Space size="small" align="center">
+                  {t("jobs.fields.dms.rr_opcode", "RR OpCode")}
+                  {isCustomOpCode && (
+                    <Button
+                      type="link"
+                      size="small"
+                      icon={<RollbackOutlined />}
+                      onClick={handleResetOpCode}
+                      style={{ padding: 0 }}
+                    >
+                      {t("jobs.fields.dms.rr_opcode_reset", "Reset")}
+                    </Button>
+                  )}
+                </Space>
+              }
+            >
+              <Space.Compact block>
+                <Form.Item name="opPrefix" noStyle>
+                  <Input
+                    allowClear
+                    maxLength={4}
+                    style={{ width: "30%" }}
+                    placeholder={t("jobs.fields.dms.rr_opcode_prefix", "Prefix")}
+                  />
+                </Form.Item>
+                <Form.Item
+                  name="opBase"
+                  noStyle
+                  rules={[{ required: true, message: t("general.validation.required") }]}
+                >
+                  <Input
+                    allowClear
+                    maxLength={10}
+                    style={{ width: "40%" }}
+                    placeholder={t("jobs.fields.dms.rr_opcode_base", "Base")}
+                  />
+                </Form.Item>
+                <Form.Item name="opSuffix" noStyle>
+                  <Input
+                    allowClear
+                    maxLength={4}
+                    style={{ width: "30%" }}
+                    placeholder={t("jobs.fields.dms.rr_opcode_suffix", "Suffix")}
+                  />
+                </Form.Item>
+              </Space.Compact>
             </Form.Item>
           </Col>
 

client/src/components/job-lifecycle/job-lifecycle.component.jsx

@@ -222,17 +222,37 @@ export function JobLifecycleComponent({ bodyshop, job, statuses }) {
                 </div>
               </BlurWrapperComponent>
               <Card type="inner" title={t("job_lifecycle.content.legend_title")} style={{ marginTop: "10px" }}>
-                <div>
+                <div
+                  style={{
+                    display: "flex",
+                    flexWrap: "wrap",
+                    gap: 8
+                  }}
+                >
                   {lifecycleData.durations.summations.map((key) => (
-                    <Tag key={key.status} color={key.color} style={{ width: "13vh", padding: "4px", margin: "4px" }}>
+                    <Tag
+                      key={key.status}
+                      color={key.color}
+                      style={{
+                        // let the tag grow with its content
+                        width: "auto",
+                        padding: 0,
+                        margin: 0,
+                        display: "inline-flex",
+                        alignItems: "center",
+                        justifyContent: "center",
+                        boxSizing: "border-box"
+                      }}
+                    >
                       <div
                         aria-label={`${key.status} | ${key.roundedPercentage} | ${key.humanReadable}`}
                         title={`${key.status} | ${key.roundedPercentage} | ${key.humanReadable}`}
                         style={{
                           backgroundColor: "var(--tag-wrapper-bg)",
                           color: "var(--tag-wrapper-text)",
-                          padding: "4px",
-                          textAlign: "center"
+                          padding: "4px 8px",
+                          textAlign: "center",
+                          whiteSpace: "nowrap" // single line; tag gets wider instead of text escaping
                         }}
                       >
                         {key.status} (

client/src/components/jobs-documents-imgproxy-gallery/jobs-document-imgproxy-gallery.download.component.jsx

@@ -35,16 +35,14 @@ export function JobsDocumentsImgproxyDownloadButton({ galleryImages, identifier,
     ...galleryImages.other.filter((image) => image.isSelected)
   ];
 
-  function downloadProgress(progressEvent) {
-    setDownload((currentDownloadState) => {
-      return {
-        downloaded: progressEvent.loaded || 0,
-        speed: (progressEvent.loaded || 0) - ((currentDownloadState && currentDownloadState.downloaded) || 0)
-      };
-    });
-  }
+  const downloadProgress = ({ loaded }) => {
+    setDownload((currentDownloadState) => ({
+      downloaded: loaded ?? 0,
+      speed: (loaded ?? 0) - (currentDownloadState?.downloaded ?? 0)
+    }));
+  };
 
-  function standardMediaDownload(bufferData) {
+  const standardMediaDownload = (bufferData) => {
     try {
       const a = document.createElement("a");
       const url = window.URL.createObjectURL(new Blob([bufferData]));
@@ -55,29 +53,26 @@ export function JobsDocumentsImgproxyDownloadButton({ galleryImages, identifier,
       setLoading(false);
       setDownload(null);
     }
-  }
+  };
 
   const handleDownload = async () => {
     logImEXEvent("jobs_documents_download");
     setLoading(true);
     try {
-      const response = await axios({
+      const { data } = await axios({
         url: "/media/imgproxy/download",
         method: "POST",
         responseType: "blob",
         data: { jobId, documentids: imagesToDownload.map((_) => _.id) },
         onDownloadProgress: downloadProgress
       });
-
-      setLoading(false);
-      setDownload(null);
-
       // Use the response data (Blob) to trigger download
-      standardMediaDownload(response.data);
+      standardMediaDownload(data);
     } catch {
+      // handle error (optional)
+    } finally {
       setLoading(false);
       setDownload(null);
-      // handle error (optional)
     }
   };
 

client/src/components/jobs-documents-imgproxy-gallery/jobs-documents-imgproxy-gallery.component.jsx

@@ -76,14 +76,14 @@ function JobsDocumentsImgproxyComponent({
               <SyncOutlined />
             </Button>
             <JobsDocumentsGallerySelectAllComponent galleryImages={galleryImages} setGalleryImages={setGalleryImages} />
+            {!billId && (
+              <JobsDocumentsGalleryReassign galleryImages={galleryImages} callback={fetchThumbnails || refetch} />
+            )}
             <JobsDocumentsDownloadButton galleryImages={galleryImages} identifier={downloadIdentifier} jobId={jobId} />
             <JobsDocumentsDeleteButton
               galleryImages={galleryImages}
               deletionCallback={billsCallback || fetchThumbnails || refetch}
             />
-            {!billId && (
-              <JobsDocumentsGalleryReassign galleryImages={galleryImages} callback={fetchThumbnails || refetch} />
-            )}
           </Space>
         </Col>
         {!hasMediaAccess && (

client/src/components/jobs-documents-imgproxy-gallery/jobs-documents-imgproxy-gallery.delete.component.jsx

@@ -67,7 +67,7 @@ export default function JobsDocumentsImgproxyDeleteButton({ galleryImages, delet
       okButtonProps={{ danger: true }}
       cancelText={t("general.actions.cancel")}
     >
-      <Button disabled={imagesToDelete.length < 1} loading={loading}>
+      <Button danger disabled={imagesToDelete.length < 1} loading={loading}>
         {t("documents.actions.delete")}
       </Button>
     </Popconfirm>

client/src/components/jobs-documents-local-gallery/jobs-documents-local-gallery.container.jsx

@@ -107,8 +107,8 @@ export function JobsDocumentsLocalGallery({
             <a href={CreateExplorerLinkForJob({ jobid: job.id })}>
               <Button>{t("documents.labels.openinexplorer")}</Button>
             </a>
-            <JobsDocumentsLocalGalleryReassign jobid={job.id} />
             <JobsDocumentsLocalGallerySelectAllComponent jobid={job.id} />
+            <JobsDocumentsLocalGalleryReassign jobid={job.id} />
             <JobsLocalGalleryDownloadButton job={job} />
             <JobsDocumentsLocalDeleteButton jobid={job.id} />
           </Space>

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

@@ -28,6 +28,8 @@ export function JobsDocumentsLocalDeleteButton({ bodyshop, getJobMedia, allMedia
 
   const [loading, setLoading] = useState(false);
 
+  const imagesToDelete = (allMedia?.[jobid] || []).filter((i) => i.isSelected);
+
   const handleDelete = async () => {
     logImEXEvent("job_documents_delete");
     setLoading(true);
@@ -36,7 +38,7 @@ export function JobsDocumentsLocalDeleteButton({ bodyshop, getJobMedia, allMedia
       `${bodyshop.localmediaserverhttp}/jobs/delete`,
       {
         jobid: jobid,
-        files: (allMedia?.[jobid] || []).filter((i) => i.isSelected).map((i) => i.filename)
+        files: imagesToDelete.map((i) => i.filename)
       },
       { headers: { ims_token: bodyshop.localmediatoken } }
     );
@@ -60,14 +62,17 @@ export function JobsDocumentsLocalDeleteButton({ bodyshop, getJobMedia, allMedia
 
   return (
     <Popconfirm
+      disabled={imagesToDelete.length < 1}
       icon={<QuestionCircleOutlined style={{ color: "red" }} />}
       onConfirm={handleDelete}
       title={t("documents.labels.confirmdelete")}
       okText={t("general.actions.delete")}
-      okButtonProps={{ type: "danger" }}
+      okButtonProps={{ danger: true }}
       cancelText={t("general.actions.cancel")}
     >
-      <Button loading={loading}>{t("documents.actions.delete")}</Button>
+      <Button danger disabled={imagesToDelete.length < 1} loading={loading}>
+        {t("documents.actions.delete")}
+      </Button>
     </Popconfirm>
   );
 }

client/src/components/jobs-documents-local-gallery/jobs-documents-local-gallery.download.jsx

@@ -1,8 +1,8 @@
-import { Button } from "antd";
+import { Button, Space } from "antd";
 import { useState } from "react";
 import { useTranslation } from "react-i18next";
 import cleanAxios from "../../utils/CleanAxios";
-
+import formatBytes from "../../utils/formatbytes";
 import { connect } from "react-redux";
 import { createStructuredSelector } from "reselect";
 import { selectAllMedia } from "../../redux/media/media.selectors";
@@ -19,45 +19,63 @@ export default connect(mapStateToProps, mapDispatchToProps)(JobsLocalGalleryDown
 
 export function JobsLocalGalleryDownloadButton({ bodyshop, allMedia, job }) {
   const { t } = useTranslation();
-  const [download, setDownload] = useState(null);
+  const [loading, setLoading] = useState(false);
+  const [download, setDownload] = useState(false);
 
-  function downloadProgress(progressEvent) {
-    setDownload((currentDownloadState) => {
-      return {
-        downloaded: progressEvent.loaded || 0,
-        speed: (progressEvent.loaded || 0) - (currentDownloadState?.downloaded || 0)
-      };
-    });
-  }
+  const imagesToDownload = (allMedia?.[job.id] || []).filter((i) => i.isSelected);
+
+  const downloadProgress = ({ loaded }) => {
+    setDownload((currentDownloadState) => ({
+      downloaded: loaded || 0,
+      speed: (loaded || 0) - (currentDownloadState?.downloaded || 0)
+    }));
+  };
+
+  const standardMediaDownload = (bufferData, filename) => {
+    try {
+      const a = document.createElement("a");
+      const url = window.URL.createObjectURL(new Blob([bufferData]));
+      a.href = url;
+      a.download = `${filename}.zip`;
+      a.click();
+    } catch {
+      setLoading(false);
+      setDownload(null);
+    }
+  };
 
   const handleDownload = async () => {
-    const theDownloadedZip = await cleanAxios.post(
-      `${bodyshop.localmediaserverhttp}/jobs/download`,
-      {
-        jobid: job.id,
-        files: (allMedia?.[job.id] || []).filter((i) => i.isSelected).map((i) => i.filename)
-      },
-      {
-        headers: { ims_token: bodyshop.localmediatoken },
-        responseType: "arraybuffer",
-        onDownloadProgress: downloadProgress
-      }
-    );
-    setDownload(null);
-    standardMediaDownload(theDownloadedZip.data, job.ro_number);
+    const { localmediaserverhttp, localmediatoken } = bodyshop;
+    const { id, ro_number } = job;
+    setLoading(true);
+    try {
+      const response = await cleanAxios.post(
+        `${localmediaserverhttp}/jobs/download`,
+        {
+          jobid: id,
+          files: imagesToDownload.map((i) => i.filename)
+        },
+        {
+          headers: { ims_token: localmediatoken },
+          responseType: "arraybuffer",
+          onDownloadProgress: downloadProgress
+        }
+      );
+      standardMediaDownload(response.data, ro_number);
+    } catch {
+      // handle error (optional)
+    } finally {
+      setLoading(false);
+      setDownload(null);
+    }
   };
 
   return (
-    <Button loading={!!download} onClick={handleDownload}>
-      {t("documents.actions.download")}
+    <Button disabled={imagesToDownload < 1} loading={download || loading} onClick={handleDownload}>
+      <Space>
+        <span>{t("documents.actions.download")}</span>
+        {download && <span>{`(${formatBytes(download.downloaded)} @ ${formatBytes(download.speed)} / second)`}</span>}
+      </Space>
     </Button>
   );
 }
-
-function standardMediaDownload(bufferData, filename) {
-  const a = document.createElement("a");
-  const url = window.URL.createObjectURL(new Blob([bufferData]));
-  a.href = url;
-  a.download = `${filename}.zip`;
-  a.click();
-}

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

@@ -322,7 +322,7 @@ export function ShopInfoResponsibilityCenterComponent({ bodyshop, form }) {
                               <Input onBlur={handleBlur} />
                             </Form.Item>
 
-                            {hasDMSKey && (
+                            {hasDMSKey && !bodyshop.rr_dealerid && (
                               <>
                                 <Form.Item
                                   label={t("bodyshop.fields.dms.dms_acctnumber")}
@@ -408,23 +408,25 @@ export function ShopInfoResponsibilityCenterComponent({ bodyshop, form }) {
                             >
                               <Input onBlur={handleBlur} />
                             </Form.Item>
-                            <Form.Item
-                              label={t("bodyshop.fields.responsibilitycenter_accountitem")}
-                              key={`${index}accountitem`}
-                              name={[field.name, "accountitem"]}
-                              rules={[{ required: true }]}
-                            >
-                              <Input onBlur={handleBlur} />
-                            </Form.Item>
-                            {hasDMSKey && (
-                              <Form.Item
-                                label={t("bodyshop.fields.dms.dms_acctnumber")}
-                                key={`${index}dms_acctnumber`}
-                                name={[field.name, "dms_acctnumber"]}
-                                rules={[{ required: true }]}
-                              >
-                                <Input onBlur={handleBlur} />
-                              </Form.Item>
+                            {hasDMSKey && !bodyshop.rr_dealerid && (
+                              <>
+                                <Form.Item
+                                  label={t("bodyshop.fields.responsibilitycenter_accountitem")}
+                                  key={`${index}accountitem`}
+                                  name={[field.name, "accountitem"]}
+                                  rules={[{ required: true }]}
+                                >
+                                  <Input onBlur={handleBlur} />
+                                </Form.Item>
+                                <Form.Item
+                                  label={t("bodyshop.fields.dms.dms_acctnumber")}
+                                  key={`${index}dms_acctnumber`}
+                                  name={[field.name, "dms_acctnumber"]}
+                                  rules={[{ required: true }]}
+                                >
+                                  <Input onBlur={handleBlur} />
+                                </Form.Item>
+                              </>
                             )}
                             {bodyshop.cdk_dealerid && (
                               <Form.Item

client/src/components/tech-header/tech-header.component.jsx

@@ -16,7 +16,7 @@ const mapDispatchToProps = () => ({
 export function TechHeader({ technician }) {
   const { t } = useTranslation();
   return (
-    <Header style={{ textAlign: "center" }}>
+    <Header style={{ textAlign: "center", height: "auto", overflow: "visible" }}>
       <Typography.Title style={{ color: "#fff" }}>
         {technician
           ? t("tech.labels.loggedin", {

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

@@ -1,5 +1,5 @@
 import { useMutation, useQuery } from "@apollo/client";
-import { Button, Card, Col, Form, InputNumber, Popover, Row, Select } from "antd";
+import { Button, Card, Form, InputNumber, Popover, Select, Space } from "antd";
 import axios from "axios";
 import { useState } from "react";
 import { useTranslation } from "react-i18next";
@@ -130,102 +130,12 @@ export function TechClockOffButton({
             cost_center: isShiftTicket ? "timetickets.labels.shift" : technician ? technician.cost_center : null
           }}
         >
-          <Row gutter={[16, 16]}>
-            <Col span={!isShiftTicket ? 8 : 24}>
-              {!isShiftTicket ? (
-                <div>
-                  <Form.Item
-                    label={t("timetickets.fields.actualhrs")}
-                    name="actualhrs"
-                    rules={[
-                      {
-                        required: true
-                        //message: t("general.validation.required"),
-                      }
-                    ]}
-                  >
-                    <InputNumber min={0} precision={1} />
-                  </Form.Item>
-                  <Form.Item
-                    label={t("timetickets.fields.productivehrs")}
-                    name="productivehrs"
-                    rules={[
-                      {
-                        required: true
-                        //message: t("general.validation.required"),
-                      },
-                      ({ getFieldValue }) => ({
-                        validator(rule, value) {
-                          if (!bodyshop.tt_enforce_hours_for_tech_console) {
-                            return Promise.resolve();
-                          }
-                          if (!value || getFieldValue("cost_center") === null || !lineTicketData)
-                            return Promise.resolve();
-
-                          //Check the cost center,
-                          const totals = CalculateAllocationsTotals(
-                            bodyshop,
-                            lineTicketData.joblines,
-                            lineTicketData.timetickets,
-                            lineTicketData.jobs_by_pk.lbr_adjustments
-                          );
-
-                          const fieldTypeToCheck = hasDmsKey ? "mod_lbr_ty" : "cost_center";
-
-                          const costCenterDiff =
-                            Math.round(
-                              totals.find((total) => total[fieldTypeToCheck] === getFieldValue("cost_center"))
-                                ?.difference * 10
-                            ) / 10;
-
-                          if (value > costCenterDiff)
-                            return Promise.reject(t("timetickets.validation.hoursenteredmorethanavailable"));
-                          else {
-                            return Promise.resolve();
-                          }
-                        }
-                      })
-                    ]}
-                  >
-                    <InputNumber min={0} precision={1} />
-                  </Form.Item>
-                </div>
-              ) : null}
-              <Form.Item
-                name="cost_center"
-                label={t("timetickets.fields.cost_center")}
-                rules={[
-                  {
-                    required: true
-                    //message: t("general.validation.required"),
-                  }
-                ]}
-              >
-                <Select disabled={isShiftTicket}>
-                  {isShiftTicket ? (
-                    <Select.Option value="timetickets.labels.shift">{t("timetickets.labels.shift")}</Select.Option>
-                  ) : (
-                    emps &&
-                    emps.rates.map((item) => (
-                      <Select.Option key={item.cost_center}>
-                        {item.cost_center === "timetickets.labels.shift"
-                          ? t(item.cost_center)
-                          : hasDmsKey
-                            ? t(`joblines.fields.lbr_types.${item.cost_center.toUpperCase()}`)
-                            : item.cost_center}
-                      </Select.Option>
-                    ))
-                  )}
-                </Select>
-              </Form.Item>
-
-              {isShiftTicket ? (
-                <div></div>
-              ) : (
+          <Space direction="vertical">
+            {!isShiftTicket ? (
+              <div>
                 <Form.Item
-                  name="status"
-                  label={t("jobs.fields.status")}
-                  initialValue={lineTicketData && lineTicketData.jobs_by_pk.status}
+                  label={t("timetickets.fields.actualhrs")}
+                  name="actualhrs"
                   rules={[
                     {
                       required: true
@@ -233,35 +143,121 @@ export function TechClockOffButton({
                     }
                   ]}
                 >
-                  <Select>
-                    {bodyshop.md_ro_statuses.production_statuses.map((item) => (
-                      <Select.Option key={item}></Select.Option>
-                    ))}
-                  </Select>
+                  <InputNumber min={0} precision={1} />
                 </Form.Item>
-              )}
-              <Button type="primary" htmlType="submit" loading={loading}>
-                {t("general.actions.save")}
-              </Button>
-              <TechJobClockoutDelete completedCallback={completedCallback} timeTicketId={timeTicketId} />
-            </Col>
-            {!isShiftTicket && (
-              <Col span={16}>
-                <LaborAllocationContainer
-                  jobid={jobId || null}
-                  loading={queryLoading}
-                  lineTicketData={lineTicketData}
-                />
-              </Col>
+                <Form.Item
+                  label={t("timetickets.fields.productivehrs")}
+                  name="productivehrs"
+                  rules={[
+                    {
+                      required: true
+                      //message: t("general.validation.required"),
+                    },
+                    ({ getFieldValue }) => ({
+                      validator(rule, value) {
+                        if (!bodyshop.tt_enforce_hours_for_tech_console) {
+                          return Promise.resolve();
+                        }
+                        if (!value || getFieldValue("cost_center") === null || !lineTicketData)
+                          return Promise.resolve();
+
+                        //Check the cost center,
+                        const totals = CalculateAllocationsTotals(
+                          bodyshop,
+                          lineTicketData.joblines,
+                          lineTicketData.timetickets,
+                          lineTicketData.jobs_by_pk.lbr_adjustments
+                        );
+
+                        const fieldTypeToCheck = hasDmsKey ? "mod_lbr_ty" : "cost_center";
+
+                        const costCenterDiff =
+                          Math.round(
+                            totals.find((total) => total[fieldTypeToCheck] === getFieldValue("cost_center"))
+                              ?.difference * 10
+                          ) / 10;
+
+                        if (value > costCenterDiff)
+                          return Promise.reject(t("timetickets.validation.hoursenteredmorethanavailable"));
+                        else {
+                          return Promise.resolve();
+                        }
+                      }
+                    })
+                  ]}
+                >
+                  <InputNumber min={0} precision={1} />
+                </Form.Item>
+              </div>
+            ) : null}
+            <Form.Item
+              name="cost_center"
+              label={t("timetickets.fields.cost_center")}
+              rules={[
+                {
+                  required: true
+                  //message: t("general.validation.required"),
+                }
+              ]}
+            >
+              <Select disabled={isShiftTicket}>
+                {isShiftTicket ? (
+                  <Select.Option value="timetickets.labels.shift">{t("timetickets.labels.shift")}</Select.Option>
+                ) : (
+                  emps &&
+                  emps.rates.map((item) => (
+                    <Select.Option key={item.cost_center}>
+                      {item.cost_center === "timetickets.labels.shift"
+                        ? t(item.cost_center)
+                        : hasDmsKey
+                          ? t(`joblines.fields.lbr_types.${item.cost_center.toUpperCase()}`)
+                          : item.cost_center}
+                    </Select.Option>
+                  ))
+                )}
+              </Select>
+            </Form.Item>
+
+            {isShiftTicket ? (
+              <div></div>
+            ) : (
+              <Form.Item
+                name="status"
+                label={t("jobs.fields.status")}
+                initialValue={lineTicketData && lineTicketData.jobs_by_pk.status}
+                rules={[
+                  {
+                    required: true
+                    //message: t("general.validation.required"),
+                  }
+                ]}
+              >
+                <Select>
+                  {bodyshop.md_ro_statuses.production_statuses.map((item) => (
+                    <Select.Option key={item}></Select.Option>
+                  ))}
+                </Select>
+              </Form.Item>
             )}
-          </Row>
+            <Button type="primary" htmlType="submit" loading={loading}>
+              {t("general.actions.save")}
+            </Button>
+            <TechJobClockoutDelete completedCallback={completedCallback} timeTicketId={timeTicketId} />
+            {!isShiftTicket && (
+              <LaborAllocationContainer jobid={jobId || null} loading={queryLoading} lineTicketData={lineTicketData} />
+            )}
+          </Space>
         </Form>
       </div>
     </Card>
   );
 
   return (
-    <Popover content={overlay} trigger="click">
+    <Popover
+      content={<div style={{ maxHeight: "75vh", overflowY: "auto" }}>{overlay}</div>}
+      trigger="click"
+      getPopupContainer={() => document.querySelector("#time-ticket-modal")}
+    >
       <Button loading={loading} {...otherBtnProps}>
         {t("timetickets.actions.clockout")}
       </Button>

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

@@ -26,6 +26,7 @@ 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
@@ -65,13 +66,6 @@ const DMS_SOCKET_EVENTS = {
 };
 
 export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, insertAuditTrail }) {
-  const { t } = useTranslation();
-  const history = useNavigate();
-  const search = queryString.parse(useLocation().search);
-  const { jobId } = search;
-
-  const notification = useNotification();
-
   const {
     treatments: { Fortellis }
   } = useSplitTreatments({
@@ -80,9 +74,46 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
     splitKey: bodyshop.imexshopid
   });
 
+  const { t } = useTranslation();
+  const [resetAfterReconnect, setResetAfterReconnect] = useState(false);
+  const [allocationsSummary, setAllocationsSummary] = useState(null);
+
   // Compute a single normalized mode and pick the proper socket
   const mode = getDmsMode(bodyshop, Fortellis.treatment); // "rr" | "fortellis" | "cdk" | "pbs" | "none"
 
+  // RR-only: derive default OpCode parts from bodyshop RR configuration
+  const isRrMode = mode === DMS_MAP.reynolds;
+
+  const deriveDefaultRrOpCodeParts = () => {
+    if (!isRrMode) return null;
+
+    const cfg = bodyshop?.rr_configuration || {};
+
+    // Adjust these paths to match your real schema.
+    const defaults =
+      cfg.opCodeDefault ||
+      cfg.op_code_default ||
+      cfg.op_codes?.default ||
+      cfg.defaults?.opCode ||
+      cfg.defaults ||
+      cfg.default ||
+      {};
+
+    const prefix = defaults.prefix ?? defaults.opCodePrefix ?? "";
+    const base = defaults.base ?? defaults.opCodeBase ?? "";
+    const suffix = defaults.suffix ?? defaults.opCodeSuffix ?? "";
+
+    return { prefix, base, suffix };
+  };
+
+  const [rrOpCodeParts, setRrOpCodeParts] = useState(() => deriveDefaultRrOpCodeParts());
+
+  const history = useNavigate();
+  const search = queryString.parse(useLocation().search);
+  const { jobId } = search;
+
+  const notification = useNotification();
+
   const { socket: wsssocket } = useSocket();
   const activeSocket = useMemo(() => (isWssMode(mode) ? wsssocket : legacySocket), [mode, wsssocket]);
 
@@ -91,6 +122,12 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
   // One place to set log level
   const [logLevel, setLogLevel] = useState(mode === DMS_MAP.pbs ? "INFO" : "DEBUG");
 
+  const rrOpCodeCombined = useMemo(() => {
+    if (!rrOpCodeParts || !rrOpCodeParts.base) return "";
+    const { prefix, base, suffix } = rrOpCodeParts;
+    return `${prefix || ""}${base}${suffix || ""}`;
+  }, [rrOpCodeParts]);
+
   const setActiveLogLevel = (level) => {
     if (!activeSocket) return;
     activeSocket.emit("set-log-level", level);
@@ -134,12 +171,51 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
     [mode]
   );
 
-  const transportLabel = isWssMode(mode) ? "App Socket (WSS)" : "Legacy Socket (WS)";
+  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);
+    setAllocationsSummary(null);
+
+    // RR OpCode parts: reset to config defaults when job/mode changes
+    setRrOpCodeParts(deriveDefaultRrOpCodeParts());
+
+    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;
 
@@ -148,10 +224,10 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
       errText ||
       t("dms.errors.exportfailedgeneric", "We couldn't complete the export. Please try again.");
 
-    const vendorTitle = title || (mode === DMS_MAP.reynolds ? "Reynolds" : "DMS");
+    const vendorTitle = title || (isRrMode ? "Reynolds" : "DMS");
 
     const isRrOpenRoLimit =
-      mode === DMS_MAP.reynolds &&
+      isRrMode &&
       (vendorStatusCode === 507 ||
         /MAX_OPEN_ROS/i.test(String(errorCode || "")) ||
         /maximum number of open repair orders/i.test(String(msg || "").toLowerCase()));
@@ -187,8 +263,8 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
     });
     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]);
 
@@ -207,6 +283,11 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
     const onConnect = () => {
       setIsConnected(true);
       setActiveLogLevel(logLevel);
+
+      if (resetAfterReconnect) {
+        activeSocket.emit("dms-reset-context", { jobId, mode });
+        setResetAfterReconnect(false);
+      }
     };
 
     const onDisconnect = () => setIsConnected(false);
@@ -218,7 +299,7 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
         {
           timestamp: new Date(),
           level: "warn",
-          message: `Reconnected to ${mode === DMS_MAP.reynolds ? "RR" : mode === DMS_MAP.fortellis ? "Fortellis" : "DMS"} Export Service`
+          message: `Reconnected to ${isRrMode ? "RR" : mode === DMS_MAP.fortellis ? "Fortellis" : "DMS"} Export Service`
         }
       ]);
     };
@@ -235,22 +316,17 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
     activeSocket.on("connect_error", onConnectError);
 
     // Logs
-    const onLog =
-      mode === DMS_MAP.reynolds
-        ? (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]);
+    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);
 
@@ -308,9 +384,8 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
       ]);
     };
 
-    if (mode === DMS_MAP.reynolds && channels.partialResult) activeSocket.on(channels.partialResult, onPartialResult);
-    if (mode === DMS_MAP.reynolds && channels.validationNeeded)
-      activeSocket.on(channels.validationNeeded, onValidationRequired);
+    if (isRrMode && channels.partialResult) activeSocket.on(channels.partialResult, onPartialResult);
+    if (isRrMode && channels.validationNeeded) activeSocket.on(channels.validationNeeded, onValidationRequired);
 
     return () => {
       activeSocket.off("connect", onConnect);
@@ -322,10 +397,8 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
       if (channels.exportSuccess) activeSocket.off(channels.exportSuccess, onExportSuccess);
       if (channels.exportFailed) activeSocket.off(channels.exportFailed, handleExportFailed);
 
-      if (mode === DMS_MAP.reynolds && channels.partialResult)
-        activeSocket.off(channels.partialResult, onPartialResult);
-      if (mode === DMS_MAP.reynolds && channels.validationNeeded)
-        activeSocket.off(channels.validationNeeded, onValidationRequired);
+      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)) {
@@ -358,24 +431,57 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
       <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?.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 || ""} ${data.jobs_by_pk.v_model_desc || ""}`}
-              </span>
-            }
-            socket={activeSocket}
-            jobId={jobId}
-            mode={mode}
-          />
+        <Col md={24} lg={10} className="dms-equal-height-col">
+          {!isRrMode ? (
+            <DmsAllocationsSummary
+              key={resetKey}
+              onAllocationsChange={setAllocationsSummary}
+              title={
+                <span>
+                  <Link
+                    to={`/manage/jobs/${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 || ""
+                  } ${data.jobs_by_pk.v_model_desc || ""}`}
+                </span>
+              }
+              socket={activeSocket}
+              jobId={jobId}
+              mode={mode}
+            />
+          ) : (
+            <RrAllocationsSummary
+              key={resetKey}
+              onAllocationsChange={setAllocationsSummary}
+              title={
+                <span>
+                  <Link to={`/manage/jobs/${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}
+              opCode={rrOpCodeCombined}
+            />
+          )}
         </Col>
 
-        <Col md={24} lg={14}>
-          <DmsPostForm socket={activeSocket} job={data?.jobs_by_pk} logsRef={logsRef} mode={mode} />
+        <Col md={24} lg={14} className="dms-equal-height-col">
+          <DmsPostForm
+            key={resetKey}
+            socket={activeSocket}
+            job={data?.jobs_by_pk}
+            logsRef={logsRef}
+            mode={mode}
+            allocationsSummary={allocationsSummary}
+            rrOpCodeParts={rrOpCodeParts}
+            onChangeRrOpCodeParts={setRrOpCodeParts}
+          />
         </Col>
 
         <DmsCustomerSelector
@@ -397,13 +503,18 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
               title={t("jobs.labels.dms.logs")}
               extra={
                 <Space wrap>
-                  <Switch
-                    checked={colorizeJson}
-                    onChange={setColorizeJson}
-                    checkedChildren="Color JSON"
-                    unCheckedChildren="Plain JSON"
-                  />
-                  <Button onClick={toggleDetailsAll}>{detailsOpen ? "Collapse All" : "Expand All"}</Button>
+                  {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}
@@ -422,11 +533,14 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
                   <Button
                     onClick={() => {
                       setLogs([]);
+                      setResetAfterReconnect(true);
                       if (isWssMode(mode)) {
                         setActiveLogLevel(logLevel);
                       }
-                      activeSocket.disconnect();
-                      activeSocket.connect();
+                      if (activeSocket) {
+                        activeSocket.disconnect();
+                        setTimeout(() => activeSocket.connect(), 100);
+                      }
                     }}
                   >
                     Reconnect
@@ -436,9 +550,12 @@ export function DmsContainer({ bodyshop, setBreadcrumbs, setSelectedHeader, inse
             >
               <DmsLogEvents
                 logs={logs}
-                detailsOpen={detailsOpen}
+                // 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={colorizeJson}
+                colorizeJson={isRrMode ? colorizeJson : false}
+                showDetails={isRrMode}
               />
             </Card>
           </div>

client/src/redux/user/user.sagas.js

@@ -49,8 +49,8 @@ import {
   validatePasswordResetSuccess
 } from "./user.actions";
 import UserActionTypes from "./user.types";
-//import * as amplitude from '@amplitude/analytics-browser';
-import posthog from 'posthog-js';
+import posthog from "posthog-js";
+import { bodyshopHasDmsKey, determineDMSTypeByBodyshop, DMS_MAP } from "../../utils/dmsUtils";
 
 const fpPromise = FingerprintJS.load();
 
@@ -269,11 +269,11 @@ export function* signInSuccessSaga({ payload }) {
         instanceSeg,
         ...(isParts
           ? [
-            InstanceRenderManager({
-              imex: "ImexPartsManagement",
-              rome: "RomePartsManagement"
-            })
-          ]
+              InstanceRenderManager({
+                imex: "ImexPartsManagement",
+                rome: "RomePartsManagement"
+              })
+            ]
           : [])
       ];
       window.$crisp.push(["set", "session:segments", [segs]]);
@@ -375,17 +375,30 @@ export function* SetAuthLevelFromShopDetails({ payload }) {
       const isParts = yield select((state) => state.application.isPartsEntry === true);
       const instanceSeg = InstanceRenderManager({ imex: "imex", rome: "rome" });
 
-      let featureSegments;
-      if (payload.features?.allAccess === true) {
-        featureSegments = ["allAccess"];
-      } else {
-        const featureKeys = Object.keys(payload.features).filter(
-          (key) =>
-            payload.features[key] === true ||
-            (typeof payload.features[key] === "string" && !isNaN(Date.parse(payload.features[key])))
-        );
-        featureSegments = ["basic", ...featureKeys];
-      }
+      const featureSegments =
+        payload.features?.allAccess === true
+          ? ["allAccess"]
+          : [
+              "basic",
+              ...Object.keys(payload.features).filter(
+                (key) =>
+                  payload.features[key] === true ||
+                  (typeof payload.features[key] === "string" && !isNaN(Date.parse(payload.features[key])))
+              )
+            ];
+
+      const hasDmsKey = bodyshopHasDmsKey(payload);
+      const dmsType = hasDmsKey ? determineDMSTypeByBodyshop(payload) : null;
+
+      const additionalSegments = [
+        dmsType === DMS_MAP.cdk && DMS_MAP.cdk.toUpperCase(),
+        dmsType === DMS_MAP.pbs && DMS_MAP.pbs.toUpperCase(),
+        dmsType === DMS_MAP.reynolds && DMS_MAP.reynolds.toUpperCase(),
+        payload.accountingconfig?.qbo === true && "QBO",
+        payload.accountingconfig?.qbo === false && !hasDmsKey && "QBD"
+      ].filter(Boolean);
+
+      featureSegments.push(...additionalSegments);
 
       const regionSeg = payload.region_config ? `region:${payload.region_config}` : null;
       const segments = [instanceSeg, ...(regionSeg ? [regionSeg] : []), ...featureSegments];

client/src/translations/en_us/common.json

@@ -3223,6 +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

@@ -3220,6 +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

@@ -3220,6 +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_excel",
+            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

@@ -70,3 +70,26 @@ export const isWssMode = (mode) => {
  */
 export const bodyshopHasDmsKey = (bodyshop) =>
   bodyshop.cdk_dealerid || bodyshop.pbs_serialnumber || bodyshop.rr_dealerid;
+
+/**
+ * Resolve RR OpCode from bodyshop.rr_configuration.defaults
+ * Is Duplicated on server/rr/rr-utils.js
+ * @param bodyshop
+ * @returns {`${string}${string}${string}`}
+ */
+export const resolveRROpCodeFromBodyshop = (bodyshop) => {
+  if (!bodyshop) throw new Error("bodyshop is required");
+
+  const cfg = bodyshop?.rr_configuration || {};
+  const defaults = cfg?.defaults || {};
+
+  const prefix = (defaults.prefix ?? "").toString().trim();
+  const base = (defaults.base ?? "").toString().trim();
+  const suffix = (defaults.suffix ?? "").toString().trim();
+
+  if (!prefix && !base && !suffix) {
+    throw new Error("No RR OpCode parts found in bodyshop configuration");
+  }
+
+  return `${prefix}${base}${suffix}`;
+};

hasura/metadata/tables.yaml

@@ -3698,6 +3698,7 @@
           - deliverchecklist
           - depreciation_taxes
           - dms_allocation
+          - dms_id
           - driveable
           - employee_body
           - employee_csr
@@ -3975,6 +3976,7 @@
           - deliverchecklist
           - depreciation_taxes
           - dms_allocation
+          - dms_id
           - driveable
           - employee_body
           - employee_csr
@@ -4264,6 +4266,7 @@
           - deliverchecklist
           - depreciation_taxes
           - dms_allocation
+          - dms_id
           - driveable
           - employee_body
           - employee_csr

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";

hasura/migrations/1764704225560_alter_table_public_jobs_add_column_dms_id/down.sql

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

hasura/migrations/1764704225560_alter_table_public_jobs_add_column_dms_id/up.sql

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

package.json

@@ -18,14 +18,14 @@
     "job-totals-fixtures:local": "docker exec node-app /usr/bin/node /app/download-job-totals-fixtures.js"
   },
   "dependencies": {
-    "@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",
+    "@aws-sdk/client-cloudwatch-logs": "^3.943.0",
+    "@aws-sdk/client-elasticache": "^3.943.0",
+    "@aws-sdk/client-s3": "^3.943.0",
+    "@aws-sdk/client-secrets-manager": "^3.943.0",
+    "@aws-sdk/client-ses": "^3.943.0",
+    "@aws-sdk/credential-provider-node": "^3.943.0",
+    "@aws-sdk/lib-storage": "^3.943.0",
+    "@aws-sdk/s3-request-presigner": "^3.943.0",
     "@opensearch-project/opensearch": "^2.13.0",
     "@socket.io/admin-ui": "^0.5.1",
     "@socket.io/redis-adapter": "^8.3.0",
@@ -34,7 +34,7 @@
     "axios": "^1.13.2",
     "axios-curlirize": "^2.0.0",
     "better-queue": "^3.8.12",
-    "bullmq": "^5.63.2",
+    "bullmq": "^5.65.1",
     "chart.js": "^4.5.1",
     "cloudinary": "^2.8.0",
     "compression": "^1.8.1",
@@ -63,19 +63,19 @@
     "phone": "^3.1.67",
     "query-string": "7.1.3",
     "recursive-diff": "^1.0.9",
-    "rimraf": "^6.1.0",
+    "rimraf": "^6.1.2",
     "skia-canvas": "^3.0.8",
     "soap": "^1.6.0",
     "socket.io": "^4.8.1",
     "socket.io-adapter": "^2.5.5",
     "ssh2-sftp-client": "^11.0.0",
-    "twilio": "^5.10.5",
+    "twilio": "^5.10.6",
     "uuid": "^11.1.0",
     "winston": "^3.18.3",
     "winston-cloudwatch": "^6.3.0",
     "xml-formatter": "^3.6.7",
     "xml2js": "^0.6.2",
-    "xmlbuilder2": "^4.0.0",
+    "xmlbuilder2": "^4.0.3",
     "yazl": "^3.3.1"
   },
   "devDependencies": {
@@ -85,7 +85,7 @@
     "globals": "^15.15.0",
     "mock-require": "^3.0.3",
     "p-limit": "^3.1.0",
-    "prettier": "^3.6.2",
+    "prettier": "^3.7.3",
     "supertest": "^7.1.4",
     "vitest": "^3.2.4"
   }

server/cdk/cdk-get-makes.js

@@ -136,11 +136,7 @@ async function GetFortellisMakes(req, cdk_dealerid) {
       }
     });
 
-    logger.log("fortellis-replace-makes-models-response", "ERROR", req.user.email, null, {
-      cdk_dealerid,
-      xml: result
-    });
-    return result.data;
+    return result.data?.data;
   } catch (error) {
     logger.log("fortellis-replace-makes-models-error", "ERROR", req.user.email, null, {
       cdk_dealerid,
@@ -166,14 +162,17 @@ exports.fortellis = async function ReloadFortellisMakes(req, res) {
 
     //Insert the new ones.
 
+
     const insertResult = await client.setHeaders({ Authorization: BearerToken }).request(queries.INSERT_DMS_VEHICLES, {
-      vehicles: newList.map((i) => {
+      //Below filtering is requried due to schema requirements. 
+      //Does not make sense for there to be empty entries, but leaving in to prevent prod issues.
+      vehicles: newList.filter(i => i.make && i.model && i.make !== '' && i.model !== '' && i.fullMakeName && i.fullModelName && i.fullMakeName !== '' && i.fullModelName !== '').map((i) => {
         return {
           bodyshopid,
-          makecode: i.makeCode,
-          modelcode: i.modelCode,
-          make: i.makeFullName,
-          model: i.modelFullName
+          makecode: i.make,
+          modelcode: i.model,
+          make: i.fullMakeName,
+          model: i.fullModelName
         };
       })
     });

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),
@@ -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/data/usageReport.js

@@ -55,7 +55,9 @@ exports.default = async (req, res) => {
           "patrick.fic@convenient-brands.com",
           "bradley.rhoades@convenient-brands.com",
           "jrome@rometech.com",
-          "ivana@imexsystems.ca"
+          "ivana@imexsystems.ca",
+          "support@imexsystems.ca",
+          "sarah@rometech.com"
         ],
         subject: `RO Usage Report - ${moment().format("MM/DD/YYYY")}`,
         text: `

server/fortellis/fortellis-helpers.js

@@ -249,14 +249,14 @@ async function MakeFortellisCall({
       socket?.recordid,
       {
         wsmessage: "",//message,
-        curl: error.config.curl.curlCommand,
-        reqid: error.request.headers["Request-Id"] || null,
-        subscriptionId: error.request.headers["Subscription-Id"] || null,
+        curl: error?.config.curlCommand,
+        reqid: error.config?.headers["Request-Id"] || null,
+        subscriptionId: error.config?.headers["Subscription-Id"] || null,
       },
       true
     );
 
-    throw new FortellisApiError(`Fortellis API call failed for ${apiName}: ${error.message}`, errorDetails);
+    throw new FortellisApiError(`Fortellis API call failed for ${apiName}: ${error.message} | ${errorDetails?.errorData?.message}`, errorDetails);
   }
 }
 
@@ -318,7 +318,7 @@ const FortellisActions = {
   GetMakeModel: {
     url: isProduction
       ? "https://api.fortellis.io/cdk/drive/makemodel/v2/bulk"
-      : "https://api.fortellis.io/cdk-test/drive/makemodel/v2",
+      : "https://api.fortellis.io/cdk-test/drive/makemodel/v2/bulk",
     type: "get",
     apiName: "CDK Drive Get Make Model Lite"
   },
@@ -384,13 +384,13 @@ const FortellisActions = {
     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"
-  },
+  // 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"

server/fortellis/fortellis.js

@@ -968,9 +968,9 @@ async function InsertServiceVehicleHistory({ socket, redisHelpers, JobData }) {
           openTime: moment(JobData.actual_in).tz(JobData.bodyshop.timezone).format("HH:mm:ss"),
           closeDate: moment(JobData.invoice_date).tz(JobData.bodyshop.timezone).format("YYYY-MM-DD"),
           closeTime: moment(JobData.invoice_date).tz(JobData.bodyshop.timezone).format("HH:mm:ss"),
-          comments: txEnvelope.story, // has to be between 0 and 40.
+          comments: txEnvelope.story?.slice(0, 40), // has to be between 0 and 40.
           cashierId: JobData.bodyshop.cdk_configuration.cashierid,
-          referenceNumber: JobData.bodyshop.cdk_configuration.cashierid
+          referenceNumber: JobData.ro_number.match(/\d+/g)[0]
         }
       }
     });

server/graphql-client/queries.js

@@ -1221,7 +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: $bodyshopid) {
     id
     shopname
     address1
@@ -1249,15 +1249,24 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
     bills {
       billlines {
         actual_cost
+        actual_price
         cost_center
+        deductedfromlbr
         id
+        line_desc
         quantity
       }
+      date
       federal_tax_rate
       id
       is_credit_memo
+      invoice_number
+      isinhouse
       local_tax_rate
       state_tax_rate
+      vendor {
+        name
+      }
     }
     created_at
     clm_no
@@ -1299,7 +1308,7 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
     joblines(where: {removed: {_eq: false}}) {
       act_price
       alt_partno
-      billlines(order_by: {bill: {date: desc_nulls_last}} limit: 1) {
+      billlines(order_by: {bill: {date: desc_nulls_last}}, limit: 1) {
         actual_cost
         actual_price
         quantity
@@ -1322,8 +1331,8 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
       mod_lbr_ty
       oem_partno
       op_code_desc
-      parts_order_lines(order_by: {parts_order: {order_date: desc_nulls_last}} limit: 1){
-        parts_order{
+      parts_order_lines(order_by: {parts_order: {order_date: desc_nulls_last}}, limit: 1) {
+        parts_order {
           id
           order_date
         }
@@ -1342,6 +1351,14 @@ exports.KAIZEN_QUERY = `query KAIZEN_EXPORT($start: timestamptz, $bodyshopid: uu
       jobid
       totalliquidcost
     }
+    notes {
+      created_at
+      created_by
+      critical
+      private
+      text
+      type
+    }
     ownr_addr1
     ownr_addr2
     ownr_city
@@ -2178,8 +2195,6 @@ mutation UPDATE_BILLS($billids: [uuid!]!, $bill: bills_set_input!, $logs: [expor
   }
 }`;
 
-
-
 exports.UPDATE_OLD_TRANSITION = `mutation UPDATE_OLD_TRANSITION($jobid: uuid!, $existingTransition: transitions_set_input!){
   update_transitions(where:{jobid:{_eq:$jobid}, end:{_is_null:true
   }}, _set:$existingTransition){
@@ -3149,11 +3164,17 @@ exports.DELETE_PHONE_NUMBER_OPT_OUT = `
   }
 `;
 
-
 exports.INSERT_MEDIA_ANALYTICS = `
 mutation INSERT_MEDIA_ANALYTICS($mediaObject: media_analytics_insert_input!) {
   insert_media_analytics_one(object: $mediaObject) {
     id
   }
 }
-`
+`;
+
+exports.SET_JOB_DMS_ID = `mutation SetJobDmsId($id: uuid!, $dms_id: String!) {
+    update_jobs_by_pk(pk_columns: { id: $id }, _set: { dms_id: $dms_id }) {
+      id
+      dms_id
+    }
+  }`;

server/integrations/partsManagement/endpoints/partsManagementProvisioning.js

@@ -134,13 +134,16 @@ const insertUserAssociation = async (uid, email, shopId) => {
 
 /**
  * PATCH handler for updating bodyshop fields.
- * Allows patching: shopname, address1, address2, city, state, zip_post, country, email, timezone, phone, logo_img_path
+ * Allows patching: shopname, address1, address2, city, state, zip_post, country, email, timezone, phone
+ * Also allows updating logo_img_path via a simple logoUrl string, which is expanded to the full object.
  * @param req
  * @param res
  * @returns {Promise<void>}
  */
 const patchPartsManagementProvisioning = async (req, res) => {
   const { id } = req.params;
+
+  // Fields that can be directly patched 1:1
   const allowedFields = [
     "shopname",
     "address1",
@@ -151,31 +154,58 @@ const patchPartsManagementProvisioning = async (req, res) => {
     "country",
     "email",
     "timezone",
-    "phone",
-    "logo_img_path"
+    "phone"
+    // NOTE: logo_img_path is handled separately via logoUrl
   ];
+
   const updateFields = {};
+
+  // Copy over simple scalar fields if present
   for (const field of allowedFields) {
     if (req.body[field] !== undefined) {
       updateFields[field] = req.body[field];
     }
   }
+
+  // Handle logo update via a simple href string, same behavior as provision route
+  if (typeof req.body.logo_img_path === "string") {
+    const trimmed = req.body.logo_img_path.trim();
+    if (trimmed) {
+      updateFields.logo_img_path = {
+        src: trimmed,
+        width: "",
+        height: "",
+        headerMargin: DefaultNewShop.logo_img_path.headerMargin
+      };
+    }
+  }
+
   if (Object.keys(updateFields).length === 0) {
     return res.status(400).json({ error: "No valid fields provided for update." });
   }
+
   // Check that the bodyshop has an external_shop_id before allowing patch
   try {
-    // Fetch the bodyshop by id
     const shopResp = await client.request(
-      `query GetBodyshop($id: uuid!) { bodyshops_by_pk(id: $id) { id external_shop_id } }`,
+      `query GetBodyshop($id: uuid!) {
+        bodyshops_by_pk(id: $id) {
+          id
+          external_shop_id
+        }
+      }`,
       { id }
     );
+
     if (!shopResp.bodyshops_by_pk?.external_shop_id) {
       return res.status(400).json({ error: "Cannot patch: bodyshop does not have an external_shop_id." });
     }
   } catch (err) {
-    return res.status(500).json({ error: "Failed to validate bodyshop external_shop_id.", detail: err });
+    return res.status(500).json({
+      error: "Failed to validate bodyshop external_shop_id.",
+      detail: err
+    });
   }
+
   try {
     const resp = await client.request(UPDATE_BODYSHOP_BY_ID, { id, fields: updateFields });
     if (!resp.update_bodyshops_by_pk) {

server/notifications/scenarioBuilders.js

@@ -81,8 +81,8 @@ const alternateTransportChangedBuilder = (data) => {
  * @returns {{app: {jobId, jobRoNumber: *, bodyShopId: *, key: string, body: string, variables: Object, recipients: *[]}, email: {jobId, jobRoNumber: *, bodyShopName: *, body: string, recipients: *[]}, fcm: {recipients: *[]}}}
  */
 const billPostedBuilder = (data) => {
-  const facing = data?.data?.isinhouse ? "in-house" : "vendor";
-  const body = `An ${facing} ${data?.data?.is_credit_memo ? "credit memo" : "bill"} has been posted.`.trim();
+  const facing = data?.data?.isinhouse ? "An In House" : "A Vendor";
+  const body = `${facing} ${data?.data?.is_credit_memo ? "credit memo" : "bill"} has been posted.`.trim();
 
   return buildNotification(data, "notifications.job.billPosted", body, {
     isInHouse: data?.data?.isinhouse,

server/rr/rr-job-export.js

@@ -2,7 +2,8 @@ const { buildRRRepairOrderPayload } = require("./rr-job-helpers");
 const { buildClientAndOpts } = require("./rr-lookup");
 const CreateRRLogEvent = require("./rr-logger-event");
 const { extractRrResponsibilityCenters } = require("./rr-responsibility-centers");
-const CdkCalculateAllocations = require("../cdk/cdk-calculate-allocations").default;
+const CdkCalculateAllocations = require("./rr-calculate-allocations").default;
+const { resolveRROpCodeFromBodyshop } = require("./rr-utils");
 
 /**
  * Derive RR status information from response object.
@@ -90,11 +91,15 @@ const exportJobToRR = async (args) => {
   const story = txEnvelope?.story ? String(txEnvelope.story).trim() : null;
   const makeOverride = txEnvelope?.makeOverride ? String(txEnvelope.makeOverride).trim() : null;
 
+  // Optional RR OpCode segments coming from the FE (RRPostForm)
+  const opPrefix = txEnvelope?.opPrefix ?? txEnvelope?.op_prefix ?? null;
+  const opBase = txEnvelope?.opBase ?? txEnvelope?.op_base ?? null;
+  const opSuffix = txEnvelope?.opSuffix ?? txEnvelope?.op_suffix ?? null;
+
   // RR-only extras
   let rrCentersConfig = null;
   let allocations = null;
   let opCode = null;
-  // let taxCode = null;
 
   // 1) Responsibility center config (for visibility / debugging)
   try {
@@ -116,33 +121,49 @@ const exportJobToRR = async (args) => {
 
   // 2) Allocations (sales + cost by center, with rr_* metadata already attached)
   try {
-    allocations = await CdkCalculateAllocations(socket, job.id);
+    const allocResult = await CdkCalculateAllocations(socket, job.id);
+
+    // We only need the per-center job allocations for RO.GOG / ROLABOR.
+    allocations = Array.isArray(allocResult?.jobAllocations) ? allocResult.jobAllocations : [];
 
     CreateRRLogEvent(socket, "SILLY", "RR allocations resolved", {
-      hasAllocations: Array.isArray(allocations),
-      count: Array.isArray(allocations) ? allocations.length : 0
+      hasAllocations: allocations.length > 0,
+      count: allocations.length,
+      taxAllocCount: Array.isArray(allocResult?.taxAllocArray) ? allocResult.taxAllocArray.length : 0,
+      ttlAdjCount: Array.isArray(allocResult?.ttlAdjArray) ? allocResult.ttlAdjArray.length : 0,
+      ttlTaxAdjCount: Array.isArray(allocResult?.ttlTaxAdjArray) ? allocResult.ttlTaxAdjArray.length : 0
     });
   } catch (e) {
     CreateRRLogEvent(socket, "ERROR", "Failed to calculate RR allocations", {
       message: e?.message,
       stack: e?.stack
     });
-    allocations = null; // We still proceed with a header-only RO if this fails.
+    // Proceed with a header-only RO if allocations fail.
+    allocations = [];
   }
 
-  // 3) OpCode (global, but overridable)
-  //    - baseOpCode can come from bodyshop or rrCentersConfig (you'll map it in onboarding)
-  //    - txEnvelope can carry an explicit override field (opCode/opcode/op_code)
-  const baseOpCode = bodyshop?.rr_configuration?.baseOpCode || "28TOZ"; // TODO Change / implement default handling policy
+  const resolvedBaseOpCode = resolveRROpCodeFromBodyshop(bodyshop);
 
-  const opCodeOverride = txEnvelope?.opCode || txEnvelope?.opcode || txEnvelope?.op_code || null;
+  let opCodeOverride = txEnvelope?.opCode || txEnvelope?.opcode || txEnvelope?.op_code || null;
 
-  if (opCodeOverride || baseOpCode) {
-    opCode = String(opCodeOverride || baseOpCode).trim() || null;
+  // If the FE only sends segments, combine them here.
+  if (!opCodeOverride && (opPrefix || opBase || opSuffix)) {
+    const combined = `${opPrefix || ""}${opBase || ""}${opSuffix || ""}`.trim();
+    if (combined) {
+      opCodeOverride = combined;
+    }
+  }
+
+  if (opCodeOverride || resolvedBaseOpCode) {
+    opCode = String(opCodeOverride || resolvedBaseOpCode).trim() || null;
   }
 
   CreateRRLogEvent(socket, "SILLY", "RR OP config resolved", {
-    opCode
+    opCode,
+    baseFromConfig: resolvedBaseOpCode,
+    opPrefix,
+    opBase,
+    opSuffix
   });
 
   // Build RO payload for create.

server/rr/rr-job-helpers.js

@@ -54,7 +54,43 @@ const asN2 = (dineroLike) => {
 
 /**
  * Build RO.GOG structure for the reynolds-rome-client `createRepairOrder` payload
- * from CDK allocations.
+ * from allocations.
+ *
+ * Supports the allocation shape:
+ *   {
+ *     center,
+ *     partsSale,
+ *     partsTaxableSale,
+ *     partsNonTaxableSale,
+ *     laborTaxableSale,
+ *     laborNonTaxableSale,
+ *     extrasSale,
+ *     extrasTaxableSale,
+ *     extrasNonTaxableSale,
+ *     totalSale,
+ *     cost,
+ *     profitCenter,
+ *     costCenter
+ *   }
+ *
+ * For each center, we can emit up to 6 GOG *segments*:
+ *   - taxable parts          (CustTxblNTxblFlag="T")
+ *   - non-taxable parts      (CustTxblNTxblFlag="N")
+ *   - taxable extras         (CustTxblNTxblFlag="T")
+ *   - non-taxable extras     (CustTxblNTxblFlag="N")
+ *   - taxable labor          (CustTxblNTxblFlag="T")
+ *   - non-taxable labor      (CustTxblNTxblFlag="N")
+ *
+ * IMPORTANT:
+ *   Each segment becomes its OWN JobNo / AllGogOpCodeInfo, with exactly one
+ *   AllGogLineItmInfo inside. This keeps a clean 1:1 mapping between:
+ *     - <AllGogOpCodeInfo> (ROGOG)
+ *     - <OpCodeLaborInfo>  (ROLABOR)
+ *   and ensures taxable/non-taxable flags line up by JobNo.
+ *
+ *   We attach segmentKind/segmentIndex/segmentCount metadata on each op
+ *   for UI/debug purposes. The XML templates can safely ignore these.
+ *
  * @param {Array} allocations
  * @param {Object} opts
  * @param {string} opts.opCode - RR OpCode for the job (global, overridable)
@@ -67,45 +103,176 @@ const buildRogogFromAllocations = (allocations, { opCode, payType = "Cust", roNo
 
   const ops = [];
 
+  /**
+   * Normalize various "money-like" shapes to integer cents.
+   * Supports:
+   *  - Dinero instances (getAmount / toUnit)
+   *  - { cents }
+   *  - { amount, precision }
+   *  - plain numbers (treated as units, e.g. dollars)
+   */
+  const toCents = (value) => {
+    if (!value) return 0;
+
+    if (typeof value.getAmount === "function") {
+      return value.getAmount();
+    }
+
+    if (typeof value.toUnit === "function") {
+      const unit = value.toUnit();
+      return Number.isFinite(unit) ? Math.round(unit * 100) : 0;
+    }
+
+    if (typeof value.cents === "number") {
+      return value.cents;
+    }
+
+    if (typeof value.amount === "number") {
+      const precision = typeof value.precision === "number" ? value.precision : 2;
+      if (precision === 2) return value.amount;
+      const factor = Math.pow(10, 2 - precision);
+      return Math.round(value.amount * factor);
+    }
+
+    if (typeof value === "number") {
+      return Math.round(value * 100);
+    }
+
+    return 0;
+  };
+
+  const asMoneyLike = (amountCents) => ({
+    amount: amountCents || 0,
+    precision: 2
+  });
+
   for (const alloc of allocations) {
     const pc = alloc?.profitCenter || {};
     const breakOut = pc.rr_gogcode;
     const itemType = pc.rr_item_type;
 
-    // Only centers that have been configured for RR GOG are included
+    // Only centers configured for RR GOG are included
     if (!breakOut || !itemType) continue;
 
-    const saleN2 = asN2(alloc.sale);
-    const costN2 = asN2(alloc.cost);
+    const partsTaxableCents = toCents(alloc.partsTaxableSale);
+    const partsNonTaxableCents = toCents(alloc.partsNonTaxableSale);
+    const extrasTaxableCents = toCents(alloc.extrasTaxableSale);
+    const extrasNonTaxableCents = toCents(alloc.extrasNonTaxableSale);
+    const laborTaxableCents = toCents(alloc.laborTaxableSale);
+    const laborNonTaxableCents = toCents(alloc.laborNonTaxableSale);
+    const costCents = toCents(alloc.cost);
 
-    const itemDesc = pc.accountdesc || pc.accountname || alloc.center || "";
-    const jobNo = String(ops.length + 1); // 1-based JobNo
+    const segments = [];
 
-    ops.push({
-      opCode,
-      jobNo,
-      lines: [
-        {
-          breakOut,
-          itemType,
-          itemDesc,
-          custQty: "1.0",
-          // warrQty: "0.0",
-          // intrQty: "0.0",
-          custPayTypeFlag: "C",
-          // warrPayTypeFlag: "W",
-          // intrPayTypeFlag: "I",
-          custTxblNtxblFlag: pc.rr_cust_txbl_flag || "T",
-          // warrTxblNtxblFlag: "N",
-          // intrTxblNtxblFlag: "N",
-          amount: {
-            payType,
-            amtType: "Unit",
-            custPrice: saleN2,
-            dlrCost: costN2
-          }
+    // 1) Taxable parts segment -> "T"
+    if (partsTaxableCents !== 0) {
+      segments.push({
+        kind: "partsTaxable",
+        saleCents: partsTaxableCents,
+        txFlag: "T"
+      });
+    }
+
+    // 2) Non-taxable parts segment -> "N"
+    if (partsNonTaxableCents !== 0) {
+      segments.push({
+        kind: "partsNonTaxable",
+        saleCents: partsNonTaxableCents,
+        txFlag: "N"
+      });
+    }
+
+    // 3) Taxable extras -> "T"
+    if (extrasTaxableCents !== 0) {
+      segments.push({
+        kind: "extrasTaxable",
+        saleCents: extrasTaxableCents,
+        txFlag: "T"
+      });
+    }
+
+    // 4) Non-taxable extras -> "N"
+    if (extrasNonTaxableCents !== 0) {
+      segments.push({
+        kind: "extrasNonTaxable",
+        saleCents: extrasNonTaxableCents,
+        txFlag: "N"
+      });
+    }
+
+    // 5) Taxable labor segment -> "T"
+    if (laborTaxableCents !== 0) {
+      segments.push({
+        kind: "laborTaxable",
+        saleCents: laborTaxableCents,
+        txFlag: "T"
+      });
+    }
+
+    // 6) Non-tax labor segment -> "N"
+    if (laborNonTaxableCents !== 0) {
+      segments.push({
+        kind: "laborNonTaxable",
+        saleCents: laborNonTaxableCents,
+        txFlag: "N"
+      });
+    }
+
+    if (!segments.length) continue;
+
+    // Proportionally split cost across segments based on their sale amounts
+    const totalCostCents = costCents;
+    const totalSaleCents = segments.reduce((sum, seg) => sum + seg.saleCents, 0);
+
+    let remainingCostCents = totalCostCents;
+
+    segments.forEach((seg, idx) => {
+      let segCost = 0;
+
+      if (totalCostCents > 0 && totalSaleCents > 0) {
+        if (idx === segments.length - 1) {
+          // Last segment gets the remainder to avoid rounding drift
+          segCost = remainingCostCents;
+        } else {
+          segCost = Math.round((seg.saleCents / totalSaleCents) * totalCostCents);
+          remainingCostCents -= segCost;
         }
-      ]
+      }
+
+      seg.costCents = segCost;
+    });
+
+    const itemDescBase = pc.accountdesc || pc.accountname || alloc.center || "";
+    const segmentCount = segments.length;
+
+    // Each segment becomes its own op / JobNo with a single line
+    segments.forEach((seg, idx) => {
+      const jobNo = String(ops.length + 1); // global, 1-based JobNo across all centers/segments
+
+      const line = {
+        breakOut,
+        itemType,
+        itemDesc: itemDescBase,
+        custQty: "1.0",
+        custPayTypeFlag: "C",
+        custTxblNtxblFlag: seg.txFlag || "N",
+        amount: {
+          payType,
+          amtType: "Unit",
+          custPrice: asN2(asMoneyLike(seg.saleCents)),
+          dlrCost: asN2(asMoneyLike(seg.costCents))
+        }
+      };
+
+      ops.push({
+        opCode,
+        jobNo,
+        lines: [line], // exactly one AllGogLineItmInfo per AllGogOpCodeInfo
+        // Extra metadata for UI / debugging
+        segmentKind: seg.kind,
+        segmentIndex: idx,
+        segmentCount
+      });
     });
   }
 
@@ -120,6 +287,12 @@ const buildRogogFromAllocations = (allocations, { opCode, payType = "Cust", roNo
 /**
  * Build RO.ROLABOR structure for the reynolds-rome-client `createRepairOrder` payload
  * from an already-built RO.GOG structure.
+ *
+ * We still keep a 1:1 mapping with GOG ops: each op gets a corresponding
+ * OpCodeLaborInfo entry using the same JobNo and the same tax flag as its
+ * GOG line. Labor-specific details (hrs/rate) remain zeroed out, and the
+ * DMS can ignore non-labor ops by virtue of the zero hours/amounts.
+ *
  * @param {Object} rogg - result of buildRogogFromAllocations
  * @param {Object} opts
  * @param {string} [opts.payType="Cust"]
@@ -131,16 +304,18 @@ const buildRolaborFromRogog = (rogg, { payType = "Cust" } = {}) => {
   const ops = rogg.ops.map((op) => {
     const firstLine = op.lines?.[0] || {};
 
+    // Pull tax flag from the GOG line.
+    // Prefer the property we set in buildRogogFromAllocations (custTxblNTxblFlag),
+    // but also accept custTxblNtxblFlag in case we ever change naming.
+    const txFlag = firstLine.custTxblNtxblFlag ?? "N";
+
+    const linePayType = firstLine.custPayTypeFlag || "C";
+
     return {
       opCode: op.opCode,
       jobNo: op.jobNo,
-      custPayTypeFlag: firstLine.custPayTypeFlag || "C",
-      // warrPayTypeFlag: firstLine.warrPayTypeFlag || "W",
-      // intrPayTypeFlag: firstLine.intrPayTypeFlag || "I",
-      custTxblNtxblFlag: firstLine.custTxblNtxblFlag || "N",
-      // warrTxblNtxblFlag: firstLine.warrTxblNtxblFlag || "N",
-      // intrTxblNtxblFlag: firstLine.intrTxblNtxblFlag || "N",
-      // vlrCode: undefined,
+      custPayTypeFlag: linePayType,
+      custTxblNtxblFlag: txFlag,
       bill: {
         payType,
         jobTotalHrs: "0",
@@ -194,10 +369,8 @@ const QueryJobData = async (ctx = {}, jobId) => {
  * @param advisorNo
  * @param story
  * @param makeOverride
- * @param bodyshop
  * @param allocations
  * @param {string} [opCode]   - RR OpCode for this RO (global default / override)
- * @param {string} [taxCode]  - RR tax code for header tax (e.g. state/prov code)
  * @returns {Object}
  */
 const buildRRRepairOrderPayload = ({
@@ -208,7 +381,6 @@ const buildRRRepairOrderPayload = ({
   makeOverride,
   allocations,
   opCode
-  // taxCode
 } = {}) => {
   const customerNo = selectedCustomer?.customerNo
     ? String(selectedCustomer.customerNo).trim()
@@ -259,7 +431,6 @@ const buildRRRepairOrderPayload = ({
 
   if (haveAllocations) {
     const effectiveOpCode = (opCode && String(opCode).trim()) || null;
-    // const effectiveTaxCode = (taxCode && String(taxCode).trim()) || null;
 
     if (effectiveOpCode) {
       // Build RO.GOG and RO.LABOR in the new normalized shape
@@ -277,24 +448,6 @@ const buildRRRepairOrderPayload = ({
         }
       }
     }
-
-    // --- TAX HEADER TEMPORARILY DISABLED ---
-    // We intentionally do NOT attach payload.tax right now so that the Mustache
-    // section that renders <TaxCodeInfo> stays false and no TaxCodeInfo is sent.
-    //
-    // Keeping this commented-out for future enablement once RR confirms header
-    // tax handling behaviour.
-    //
-    // if (effectiveTaxCode) {
-    //   const taxInfo = buildTaxFromAllocations(allocations, {
-    //     taxCode: effectiveTaxCode,
-    //     payType: "Cust"
-    //   });
-    //
-    //   if (taxInfo) {
-    //     payload.tax = taxInfo;
-    //   }
-    // }
   }
 
   return payload;
@@ -400,23 +553,49 @@ const normalizeVehicleCandidates = (res) => {
 };
 
 /**
- * Build a minimal Rolabor structure in the new normalized shape.
- *
- * Useful for tests or for scenarios where you want a single zero-dollar
- * Rolabor op but don't have GOG data. Shape matches payload.rolabor for the
- * reynolds-rome-client builders.
- *
- * @param {Object} opts
- * @param {string} opts.opCode
- * @param {number|string} [opts.jobNo=1]
- * @param {string} [opts.payType="Cust"]
- * @returns {null|{ops: Array}}
+ * Build split labor lines from job allocations.
+ * @param jobAllocations
+ * @returns {*[]}
  */
+const buildSplitLaborLinesFromAllocations = (jobAllocations) => {
+  const lines = [];
+
+  for (const alloc of jobAllocations || []) {
+    const { center, laborTaxableSale, laborNonTaxableSale, profitCenter, costCenter } = alloc;
+
+    // Taxable labor
+    if (laborTaxableSale && !laborTaxableSale.isZero()) {
+      lines.push({
+        centerName: center,
+        profitCenter,
+        costCenter,
+        amount: laborTaxableSale,
+        isTaxable: true,
+        source: "labor"
+      });
+    }
+
+    // Non-taxable labor
+    if (laborNonTaxableSale && !laborNonTaxableSale.isZero()) {
+      lines.push({
+        centerName: center,
+        profitCenter,
+        costCenter,
+        amount: laborNonTaxableSale,
+        isTaxable: false,
+        source: "labor"
+      });
+    }
+  }
+
+  return lines;
+};
 
 module.exports = {
   QueryJobData,
   buildRRRepairOrderPayload,
   makeCustomerSearchPayloadFromJob,
+  buildSplitLaborLinesFromAllocations,
   makeVehicleSearchPayloadFromJob,
   normalizeCustomerCandidates,
   normalizeVehicleCandidates,

server/rr/rr-logger-event.js

@@ -45,6 +45,7 @@ const safeMeta = (meta) => {
 const CreateRRLogEvent = (socket, level = "INFO", message = "", meta = null) => {
   const ts = Date.now();
   const lvl = String(level || "INFO").toUpperCase();
+  const normLevel = lvl.toLowerCase();
   const msg = typeof message === "string" ? message : (message?.toString?.() ?? JSON.stringify(message));
 
   const payload = {
@@ -54,12 +55,13 @@ const CreateRRLogEvent = (socket, level = "INFO", message = "", meta = null) =>
     meta: safeMeta(meta)
   };
 
-  // Console
+  // Central logger (Winston + CloudWatch + S3)
   try {
-    const fn = logger?.logger?.[lvl.toLowerCase()] ?? logger?.logger?.info ?? console.log;
-    fn(`[RR] ${new Date(ts).toISOString()} | ${lvl} | ${msg}`, payload.meta);
+    // user = "RR", record = null, meta = payload.meta
+    logger.log(`[RR]  ${msg}`, normLevel, "RR", null, payload.meta);
   } catch {
-    // ignore console failures
+    // Fallback console
+    console.log(`[RR] ${new Date(ts).toISOString()} | ${lvl} | ${msg}`, payload.meta);
   }
 
   // Socket

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

@@ -1,8 +1,8 @@
 const CreateRRLogEvent = require("./rr-logger-event");
 const { rrCombinedSearch, rrGetAdvisors, buildClientAndOpts } = require("./rr-lookup");
-const { QueryJobData } = require("./rr-job-helpers");
+const { QueryJobData, buildRogogFromAllocations, buildRolaborFromRogog } = require("./rr-job-helpers");
 const { exportJobToRR, finalizeRRRepairOrder } = require("./rr-job-export");
-const CdkCalculateAllocations = require("../cdk/cdk-calculate-allocations").default;
+const RRCalculateAllocations = require("./rr-calculate-allocations").default;
 const { createRRCustomer } = require("./rr-customers");
 const { ensureRRServiceVehicle } = require("./rr-service-vehicles");
 const { classifyRRVendorError } = require("./rr-errors");
@@ -16,6 +16,7 @@ const {
   defaultRRTTL,
   RRCacheEnums
 } = require("./rr-utils");
+const { resolveRROpCodeFromBodyshop } = require("./rr-utils");
 const { GraphQLClient } = require("graphql-request");
 const queries = require("../graphql-client/queries");
 
@@ -122,6 +123,47 @@ const getBodyshopForSocket = async ({ bodyshopId, socket }) => {
   return bodyshop;
 };
 
+/**
+ * GraphQL mutation to set job.dms_id
+ * @param socket
+ * @param jobId
+ * @param dmsId
+ * @returns {Promise<void>}
+ */
+const setJobDmsIdForSocket = async ({ socket, jobId, dmsId }) => {
+  if (!jobId || !dmsId) {
+    CreateRRLogEvent(socket, "WARN", "setJobDmsIdForSocket called without jobId or dmsId", {
+      jobId,
+      dmsId
+    });
+    return;
+  }
+
+  try {
+    const endpoint = process.env.GRAPHQL_ENDPOINT;
+    if (!endpoint) throw new Error("GRAPHQL_ENDPOINT not configured");
+
+    const token = (socket?.data && socket.data.authToken) || (socket?.handshake?.auth && socket.handshake.auth.token);
+    if (!token) throw new Error("Missing auth token for setJobDmsIdForSocket");
+
+    const client = new GraphQLClient(endpoint, {});
+    await client
+      .setHeaders({ Authorization: `Bearer ${token}` })
+      .request(queries.SET_JOB_DMS_ID, { id: jobId, dms_id: String(dmsId) });
+
+    CreateRRLogEvent(socket, "INFO", "Linked job.dms_id to RR RO", {
+      jobId,
+      dmsId: String(dmsId)
+    });
+  } catch (err) {
+    CreateRRLogEvent(socket, "ERROR", "Failed to set job.dms_id after RR create/update", {
+      jobId,
+      dmsId,
+      message: err?.message || String(err),
+      stack: err?.stack
+    });
+  }
+};
 /**
  * Build advisors cache namespace and field
  * @param bodyshopId
@@ -607,6 +649,22 @@ const registerRREvents = ({ socket, redisHelpers }) => {
 
         const outsdRoNo = data?.outsdRoNo ?? job?.ro_number ?? job?.id ?? null;
 
+        // ✅ Persist DMS RO number on the job (jobs.dms_id)
+        if (dmsRoNo) {
+          await setJobDmsIdForSocket({ socket, jobId: rid, dmsId: dmsRoNo });
+        } else {
+          CreateRRLogEvent(socket, "WARN", "RR export succeeded but no DMS RO number was returned", {
+            jobId: rid,
+            resultPreview: {
+              roNo: result?.roNo,
+              data: {
+                dmsRoNo: data?.dmsRoNo,
+                outsdRoNo: data?.outsdRoNo
+              }
+            }
+          });
+        }
+
         await redisHelpers.setSessionTransactionData(
           socket.id,
           ns,
@@ -895,13 +953,101 @@ const registerRREvents = ({ socket, redisHelpers }) => {
     }
   });
 
-  socket.on("rr-calculate-allocations", async (jobid, cb) => {
+  // RR allocations preview (RR-only)
+  // Accepts either:
+  //  - legacy: (jobid, cb)
+  //  - new: ({ jobId, opCode, opPrefix, opBase, opSuffix }, cb)
+  socket.on("rr-calculate-allocations", async (payload, cb) => {
+    // Normalize arguments
+    const isObjectPayload = payload && typeof payload === "object";
+    const jobid = isObjectPayload ? payload.jobId || payload.jobid || payload.id : payload;
+
+    const opCodeFromClient =
+      isObjectPayload &&
+      (payload.opCode ||
+        payload.opcode ||
+        payload.op_code ||
+        (payload.opPrefix || payload.opBase || payload.opSuffix
+          ? `${payload.opPrefix || ""}${payload.opBase || ""}${payload.opSuffix || ""}`.trim()
+          : null));
+
     try {
-      CreateRRLogEvent(socket, "DEBUG", "rr-calculate-allocations: begin", { jobid });
-      const allocations = await CdkCalculateAllocations(socket, jobid);
-      cb?.(allocations);
-      socket.emit("rr-calculate-allocations:result", allocations);
-      CreateRRLogEvent(socket, "DEBUG", "rr-calculate-allocations: success", { items: allocations?.length });
+      CreateRRLogEvent(socket, "DEBUG", "rr-calculate-allocations: begin", { jobid, opCodeFromClient });
+
+      const raw = await RRCalculateAllocations(socket, jobid);
+
+      // If the helper returns an explicit error shape, just pass it through.
+      if (raw && raw.ok === false) {
+        cb?.(raw);
+        socket.emit("rr-calculate-allocations:result", raw);
+        CreateRRLogEvent(socket, "DEBUG", "rr-calculate-allocations: helper returned error", {
+          jobid,
+          error: raw.error
+        });
+        return;
+      }
+
+      let ack;
+      let jobAllocations;
+
+      if (Array.isArray(raw)) {
+        // Legacy shape: plain allocations array
+        jobAllocations = raw;
+        ack = { jobAllocations: raw };
+      } else {
+        ack = raw || {};
+        jobAllocations = Array.isArray(ack.jobAllocations) ? ack.jobAllocations : [];
+      }
+
+      // Start with client-supplied OpCode (if any); fall back to defaults.
+      let opCode = opCodeFromClient || null;
+
+      try {
+        const { bodyshopId } = await getSessionOrSocket(redisHelpers, socket);
+        const bodyshop = await getBodyshopForSocket({ bodyshopId, socket });
+
+        // resolveRROpCodeFromBodyshop(bodyshop, existingOverride?)
+        opCode = resolveRROpCodeFromBodyshop(bodyshop, opCode);
+
+        CreateRRLogEvent(socket, "DEBUG", "rr-calculate-allocations: resolved OpCode", {
+          opCode,
+          opCodeFromClient
+        });
+      } catch (e) {
+        CreateRRLogEvent(socket, "WARN", "rr-calculate-allocations: bodyshop lookup failed, using existing OpCode", {
+          error: e.message,
+          opCodeFromClient
+        });
+      }
+
+      let rogg = null;
+      let rolabor = null;
+
+      try {
+        rogg = buildRogogFromAllocations(jobAllocations, { opCode, payType: "Cust" });
+        if (rogg) {
+          rolabor = buildRolaborFromRogog(rogg, { payType: "Cust" });
+        }
+      } catch (e) {
+        CreateRRLogEvent(socket, "WARN", "rr-calculate-allocations: failed to build ROGOG/ROLABOR preview", {
+          error: e.message
+        });
+      }
+
+      const enriched = {
+        ...ack,
+        rogg,
+        rolabor
+      };
+
+      cb?.(enriched);
+      socket.emit("rr-calculate-allocations:result", enriched);
+      CreateRRLogEvent(socket, "DEBUG", "rr-calculate-allocations: success", {
+        jobid,
+        jobAllocations: jobAllocations.length,
+        hasRogg: !!rogg,
+        hasRolabor: !!rolabor
+      });
     } catch (e) {
       CreateRRLogEvent(socket, "ERROR", "rr-calculate-allocations: failed", { error: e.message, jobid });
       cb?.({ ok: false, error: e.message });

server/rr/rr-service-vehicles.js

@@ -1,6 +1,5 @@
 const { buildClientAndOpts, rrCombinedSearch } = require("./rr-lookup");
 const CreateRRLogEvent = require("./rr-logger-event");
-
 /**
  * Pick and normalize VIN from inputs
  * @param vin
@@ -29,6 +28,20 @@ const pickCustNo = ({ selectedCustomerNo, custNo, customerNo }) => {
   return c != null ? String(c).trim() : "";
 };
 
+/**
+ * Simple length sanitizer for outbound strings
+ * Returns undefined if value is null/undefined/empty after trim.
+ */
+const sanitizeLength = (value, maxLen) => {
+  if (value == null) return undefined;
+  let s = String(value).trim();
+  if (!s) return undefined;
+  if (maxLen && s.length > maxLen) {
+    s = s.slice(0, maxLen);
+  }
+  return s;
+};
+
 /**
  * Extract owner customer numbers from combined search results
  * @param res
@@ -181,65 +194,57 @@ const ensureRRServiceVehicle = async (args = {}) => {
     }
   } catch (e) {
     // Preflight shouldn't be fatal; log and continue to insert (idempotency will still be handled)
-    CreateRRLogEvent(socket, "WARN", "{SV} VIN preflight lookup failed; continuing to insert", {
+    CreateRRLogEvent(socket, "warn", "{SV} VIN preflight lookup failed; continuing to insert", {
       vin: vinStr,
       error: e?.message
     });
   }
 
-  // --- Attempt insert (idempotent) ---
-  // IMPORTANT: The current RR lib build validates `vehicleServInfo.customerNo`.
-  // To be future-proof, we also include top-level `customerNo`.
+  // Vendor says: MODEL DESCRIPTION HAS MAXIMUM LENGTH OF 20
+  const rawModelDesc = job?.v_model_desc;
+  const safeModelDesc = sanitizeLength(rawModelDesc, 20);
+  if (rawModelDesc && safeModelDesc && rawModelDesc.trim() !== safeModelDesc) {
+    CreateRRLogEvent(socket, "warn", "{SV} Truncated model description to 20 chars", {
+      original: rawModelDesc,
+      truncated: safeModelDesc
+    });
+  }
+
   const insertPayload = {
-    // === Core Vehicle Identity (MANDATORY for success) ===
     vin: vinStr.toUpperCase(), // "1FDWX34Y28EB01395"
 
-    // Required: 2-character make code (from v_make_desc → known mapping)
-    vehicleMake: deriveMakeCode(job.v_make_desc), // → "FR" for Ford
-
-    // Required: 2-digit year (last 2 digits of v_model_yr)
+    // 2-character make code (from v_make_desc → known mapping)
+    vehicleMake: deriveMakeCode(job?.v_make_desc), // → "FR" for Ford
     year: job?.v_model_yr || undefined,
 
-    // Required: Model number — fallback strategy per ERA behavior
-    // Most Ford trucks use "T" = Truck. Some systems accept actual code.
-    // CAN BE (P)assenger , (T)ruck, (O)ther
+    // Model description (RR: max length 20)
+    modelDesc: safeModelDesc,
+
+    // Model number / carline / other optional fields
     mdlNo: undefined,
-
-    // === Descriptive Fields (highly recommended) ===
-    modelDesc: job?.v_model_desc?.trim() || undefined, // "F-350 SD"
-    carline: job?.v_model_desc?.trim() || undefined, // Series line
-    extClrDesc: job?.v_color?.trim() || undefined, // "Red"
-
-    // Optional but helpful
+    carline: undefined,
+    extClrDesc: sanitizeLength(job?.v_color, 30), // safe, configurable if vendor complains
     accentClr: undefined,
-
-    // === VehicleDetail Flags (CRITICAL — cause silent fails or error 303 if missing) ===
-    aircond: undefined, // "Y", // Nearly all modern vehicles have A/C
-    pwrstr: undefined, // "Y", // Power steering = yes on 99% of vehicles post-1990
-    transm: undefined, // "A", // Default to Automatic — change to "M" only if known manual
-    turbo: undefined, //"N", // 2008 F-350 6.4L Power Stroke has turbo, but field is optional
-    engineConfig: undefined, //"V8", // or "6.4L Diesel" — optional but nice
-    trim: undefined, //"XLT", // You don't have this — safe to omit or guess
+    aircond: undefined,
+    pwrstr: undefined,
+    transm: undefined,
+    turbo: undefined,
+    engineConfig: undefined,
+    trim: undefined,
 
     // License plate
-    licNo: license ? String(license).trim() : undefined,
-
-    // === VehicleServInfo (attributes on the element) ===
-    customerNo: custNoStr, // fallback (some builds read this)
-    stockId: job.ro_number || undefined, // Use RO as stock# — common pattern
+    licNo: sanitizeLength(license ? String(license) : undefined, 20),
 
+    customerNo: custNoStr,
+    stockId: sanitizeLength(job?.ro_number, 20), // RO as stock#, truncated for safety
     vehicleServInfo: {
       customerNo: custNoStr, // REQUIRED — this is what toServiceVehicleView() validates
-      // Optional but increases success rate
-      salesmanNo: undefined, // You don't have advisor yet — omit
+      salesmanNo: undefined,
       inServiceDate: undefined,
-      // Optional — safe to include if you want
       productionDate: undefined,
       modelMaintCode: undefined,
       teamCode: undefined,
-      // Extended warranty — omit unless you sell contracts
       vehExtWarranty: undefined,
-      // Advisor — omit unless you know who the service advisor is
       advisor: undefined
     }
   };

server/rr/rr-utils.js

@@ -182,6 +182,29 @@ const getTransactionType = (jobid) => `rr:${jobid}`;
  */
 const defaultRRTTL = 60 * 60;
 
+/**
+ * Resolve RR OpCode from bodyshop.rr_configuration.defaults
+ * Is Duplicated on client/src/utils/dmsUtils.js
+ * @param bodyshop
+ * @returns {string}
+ */
+const resolveRROpCodeFromBodyshop = (bodyshop) => {
+  if (!bodyshop) throw new Error("bodyshop is required");
+
+  const cfg = bodyshop?.rr_configuration || {};
+  const defaults = cfg?.defaults || {};
+
+  const prefix = (defaults.prefix ?? "").toString().trim();
+  const base = (defaults.base ?? "").toString().trim();
+  const suffix = (defaults.suffix ?? "").toString().trim();
+
+  if (!prefix && !base && !suffix) {
+    throw new Error("No RR OpCode parts found in bodyshop configuration");
+  }
+
+  return `${prefix}${base}${suffix}`;
+};
+
 module.exports = {
   RRCacheEnums,
   defaultRRTTL,
@@ -189,5 +212,6 @@ module.exports = {
   ownersFromVinBlocks,
   makeVehicleSearchPayloadFromJob,
   normalizeCustomerCandidates,
-  readAdvisorNo
+  readAdvisorNo,
+  resolveRROpCodeFromBodyshop
 };

server/web-sockets/redisSocketEvents.js

@@ -67,6 +67,34 @@ const redisSocketEvents = ({ io, redisHelpers, ioHelpers, logger }) => {
 
   // Register Socket Events
   const registerSocketEvents = (socket) => {
+    // DMS reset events (clear per-socket DMS transactional cache)
+    const registerDmsResetEvents = (socket) => {
+      socket.on("dms-reset-context", async ({ jobId, mode } = {}, ack) => {
+        try {
+          // This clears all transactional session data for this socket
+          // (RR txEnvelope/JobData/SelectedCustomer/PendingRO/etc, Fortellis, etc.)
+          await clearSessionTransactionData(socket.id);
+
+          createLogEvent(
+            socket,
+            "debug",
+            `DMS reset-context: cleared transactional session data` +
+              (jobId ? ` (jobId=${jobId})` : "") +
+              (mode ? ` (mode=${mode})` : "")
+          );
+
+          if (typeof ack === "function") {
+            ack({ ok: true });
+          }
+        } catch (error) {
+          createLogEvent(socket, "error", `DMS reset-context failed: ${error.message}`);
+          if (typeof ack === "function") {
+            ack({ ok: false, error: error.message });
+          }
+        }
+      });
+    };
+
     // Token Update Events
     const registerUpdateEvents = (socket) => {
       let latestTokenTimestamp = 0;
@@ -164,7 +192,9 @@ const redisSocketEvents = ({ io, redisHelpers, ioHelpers, logger }) => {
         // Optional: clear transactional session
         try {
           await clearSessionTransactionData(socket.id);
-        } catch {}
+        } catch {
+          //
+        }
         // Leave all rooms except the default room (socket.id)
         const rooms = Array.from(socket.rooms).filter((room) => room !== socket.id);
         for (const room of rooms) {
@@ -363,6 +393,7 @@ const redisSocketEvents = ({ io, redisHelpers, ioHelpers, logger }) => {
     };
 
     // Call Handlers
+    registerDmsResetEvents(socket);
     registerRoomAndBroadcastEvents(socket);
     registerUpdateEvents(socket);
     registerMessagingEvents(socket);

server/web-sockets/web-socket.js

@@ -115,6 +115,33 @@ function SetLegacyWebsocketHandlers(io) {
     socket.on("disconnect", () => {
       createLogEvent(socket, "DEBUG", `User disconnected.`);
     });
+
+    // DMS reset for legacy WS (CDK / PBS)
+    socket.on("dms-reset-context", ({ jobId, mode } = {}, ack) => {
+      try {
+        // Clear any per-socket DMS state that can leak across jobs
+        socket.selectedCustomerId = null; // CDK / PBS AR
+        socket.txEnvelope = null; // PBS AP export
+        socket.apAllocations = null; // PBS AP allocations
+
+        createLogEvent(
+          socket,
+          "DEBUG",
+          `DMS reset-context (legacy WS): cleared per-socket state` +
+            (jobId ? ` (jobId=${jobId})` : "") +
+            (mode ? ` (mode=${mode})` : "")
+        );
+
+        if (typeof ack === "function") {
+          ack({ ok: true });
+        }
+      } catch (error) {
+        createLogEvent(socket, "ERROR", `DMS reset-context (legacy WS) failed: ${error.message}`);
+        if (typeof ack === "function") {
+          ack({ ok: false, error: error.message });
+        }
+      }
+    });
   });
 }