Initial work for claims clerk.

electron/claims-clerk/claims-clerk.js

@@ -0,0 +1,192 @@
+const { DBFFile } = require("dbffile");
+const path = require("path");
+const _ = require("lodash");
+const log = require("electron-log");
+const { store } = require("../electron-store");
+const { BrowserWindow } = require("electron");
+const ipcTypes = require("../../src/ipc.types.commonjs");
+
+//Return the jobline. Modification happens in place.
+exports.claimsClerk = ({ jobline, joblines }) => {
+  const alerts = rules
+    .map((rule) => rule({ jobline, joblines })) //If it should be ignored, skip it.
+    .filter((rule) => rule !== null);
+  return alerts;
+};
+
+const rules = [
+  ({ jobline, joblines }) => {
+    //Upgrade 1
+    if (
+      jobline.db_ref === "900500" &&
+      jobline.db_price === 0 &&
+      jobline.db_hrs === 0 &&
+      jobline.mod_lb_hrs !== jobline.db_hrs
+    ) {
+      return {
+        key: "Manual Line",
+        alert: `<div>
+            Manually entered line detected.
+            <ul>
+              <li>This part will NOT count towards your RPS.</li>
+              <li>You will need to supply an invoice to MPI for this part.</li>
+              <li>Always ensure part is not in CEG before creating a manual entry line.</li>
+            </ul>
+          </div>`
+      };
+    }
+
+    return null;
+  },
+  ({ jobline, joblines }) => {
+    //Upgrade 2
+    if (joblines.db_hrs !== 0 && jobline.mod_lb_hrs !== jobline.db_hrs) {
+      return {
+        key: "Manual labor Time Change",
+        alert: `<div>
+            Labor time manually changed from original CEG time.
+            <ul>
+              <li>This could possibly be denied by MPI.</li>
+              <li> Ensure labor time is accurate & justified.</li>
+              <li>Add an explanation line if needed.</li>
+            </ul>
+          </div>`
+      };
+    }
+
+    return null;
+  },
+  ({ jobline, joblines }) => {
+    //Upgrade 3
+    if (jobline.db_ref === "900500" && jobline.mod_lb_hrs !== jobline.db_hrs) {
+      return {
+        key: "Manual Labor Line",
+        alert: `<div>
+            Manually entered labor line detected.
+            <ul>
+              <li>Always ensure the labor operation you manually entered was not available in CEG.</li>
+              <li>Make sure there are no overlaps with other labor lines to consider.</li>
+            </ul>
+          </div>`
+      };
+    }
+
+    return null;
+  },
+  ({ jobline, joblines }) => {
+    //Upgrade 4
+    if (
+      jobline.db_ref !== "900500" &&
+      jobline.part_type &&
+      jobline.oem_partno &&
+      jobline.price_j //TODO Requires verification per Norm's email.
+    ) {
+      if (jobline.act_price < jobline.db_price) {
+        //TODO: Verify what should happen here when the two values are the same?
+        return {
+          key: "Modified part price",
+          alert: `<div>
+              Modified part price detected.
+              <ul>
+                <li>
+                  You will need to supply MPI with an invoice for this part showing the retail price you manually
+                  entered.
+                </li>
+                <li>
+                  Your manually entered price is <strong>LOWER</strong> than the database price, consider reverting back to database
+                  price.
+                </li>
+                <li>If you chose to leave the manually entered price, you will need to:</li>
+                <li>Supply MPI with an invoice for this part showing the retail price you manually entered</li>
+                <li>NOTE: You do not need to show MPI your cost on this part, only retail.</li>
+              </ul>
+            </div>`
+        };
+      } else {
+        return {
+          key: "Modified part price",
+          alert: `<div>
+              Modified part price detected.
+              <ul>
+                <li>
+                  You will need to supply MPI with an invoice for this part showing the retail price you manually
+                  entered.
+                </li>
+                <li>NOTE: You do not need to show MPI your cost on this part, only retail.</li>
+              </ul>
+            </div>`
+        };
+      }
+    }
+
+    return null;
+  },
+  ({ jobline, joblines }) => {
+    // In this update we want to identify OEM part lines where the part # and price have been changed.
+    if (
+      (jobline.part_type === "PAA" || jobline.part_type === "PAL") &&
+      jobline.alt_partno &&
+      jobline.act_price < jobline.db_price //TODO: Verify the equals than case.
+    ) {
+      //Need to find a 900501 line that is right after it indicating it has the words pricematch
+      const lineIndex = joblines.findIndex((line) => line.line_no === jobline.line_no);
+      const nextLine = joblines[lineIndex + 1];
+      console.log("*** ~ nextLine:", nextLine);
+
+      if (!nextLine?.line_desc.includes("price")) {
+        return {
+          key: "Missing pricematch explanation",
+          alert: `<div>In that explanation line (900501) we are looking for the words “pricematch” or “price” & “match”.</div>`
+        };
+      }
+    }
+
+    return null;
+  },
+
+  ({ jobline, joblines }) => {
+    //Upgrade 5
+    //TODO: LIN Files did not seem accurate for this. Perhaps one was created and it doesn't work right.
+    if (false) {
+      return {
+        key: "Modified part # & price",
+        alert: `<div>
+            Modified part # and Price detected
+            <ul>
+              <li>
+                Try searching that part # in CEG to find the correct lines rather than modifying a different part line.
+              </li>
+              <li>If that part # does not exist in CEG, create a manual entry line and erase the one you modified.</li>
+              <li>Since this part is not ins CEG, it will not be considered for RPS.</li>
+            </ul>
+          </div>`
+      };
+    }
+
+    return null;
+  },
+  ({ jobline, joblines }) => {
+    //Upgrade 6
+    if (jobline.part_type && jobline.part_qty !== 1) {
+      return {
+        key: "Quantity changed",
+        alert: `<div>
+            Quantity manual change detected.
+            <ul>
+              <li>
+                MPI Estimating Standard outline that every part should have 1 line rather than manually changing the
+                quantity.
+              </li>
+              <li>Leaving the quantity modified <strong>MAY</strong> affect your RPS score.</li>
+              <li>
+                Consider creating manual entry lines for each part which will also disqualify those parts from your RPS
+                calculation.
+              </li>
+            </ul>
+          </div>`
+      };
+    }
+
+    return null;
+  }
+];

electron/decoder/decoder.js

@@ -7,6 +7,7 @@ const { BrowserWindow } = require("electron");
 const ipcTypes = require("../../src/ipc.types.commonjs");
 const { NewNotification } = require("../notification-wrapper/notification-wrapper");
 const { WhichRulesetToApply } = require("./constants");
+const { claimsClerk } = require("../claims-clerk/claims-clerk");
 //const Nucleus = require("nucleus-nodejs");
 
 async function ImportJob(filepath) {
@@ -326,7 +327,7 @@ async function DecodeLinFile(extensionlessFilePath, close_date) {
         "PRT_DSMK_P",
 
         "MOD_LBR_TY",
-        // "DB_HRS",
+        "DB_HRS",
         "MOD_LB_HRS",
         // "LBR_INC",
         // "LBR_OP",
@@ -379,6 +380,8 @@ async function DecodeLinFile(extensionlessFilePath, close_date) {
         break;
     }
 
+    jobline.alerts = claimsClerk({ jobline, joblines });
+
     //Moved from V1 function as they may be needed later.
     delete jobline.prt_dsmk_m; //Delete price markup for wheel repair
     delete jobline.prt_dsmk_p;
@@ -448,7 +451,9 @@ function V1Ruleset(jobline, joblines) {
     jobline.line_desc.toLowerCase().startsWith("urethane") ||
     jobline.line_desc.toLowerCase().startsWith("w/shield adhesive") ||
     //jobline.line_desc.toLowerCase().includes("wheel") || Removed as a part of RPS-41
-    (jobline.line_desc.toLowerCase().includes("tire") && !jobline.line_desc.toLowerCase().includes("sensor")&& !jobline.line_desc.toLowerCase().includes("label")) ||
+    (jobline.line_desc.toLowerCase().includes("tire") &&
+      !jobline.line_desc.toLowerCase().includes("sensor") &&
+      !jobline.line_desc.toLowerCase().includes("label")) ||
     jobline.line_desc.toLowerCase().startsWith("hazardous") ||
     jobline.line_desc.toLowerCase().startsWith("detail") ||
     jobline.line_desc.toLowerCase().startsWith("clean") ||

hasura/metadata/databases/default/tables/public_joblines.yaml

@@ -17,7 +17,9 @@ insert_permissions:
                   _eq: X-Hasura-User-Id
       columns:
         - act_price
+        - alerts
         - created_at
+        - db_hrs
         - db_price
         - db_ref
         - id
@@ -42,15 +44,21 @@ select_permissions:
     permission:
       columns:
         - act_price
+        - alerts
         - created_at
+        - db_hrs
         - db_price
         - db_ref
         - id
         - ignore
         - jobid
+        - lbr_amt
         - line_desc
         - line_ind
         - line_no
+        - misc_amt
+        - mod_lb_hrs
+        - mod_lbr_ty
         - oem_partno
         - part_qty
         - part_type
@@ -70,7 +78,9 @@ update_permissions:
     permission:
       columns:
         - act_price
+        - alerts
         - created_at
+        - db_hrs
         - db_price
         - db_ref
         - id

hasura/migrations/default/1739917379114_alter_table_public_joblines_add_column_alerts/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"."joblines" add column "alerts" jsonb
+--  null default jsonb_build_array();

hasura/migrations/default/1739917379114_alter_table_public_joblines_add_column_alerts/up.sql

@@ -0,0 +1,2 @@
+alter table "public"."joblines" add column "alerts" jsonb
+ null default jsonb_build_array();

hasura/migrations/default/1739985660715_alter_table_public_joblines_add_column_db_hrs/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"."joblines" add column "db_hrs" numeric
+--  null;

hasura/migrations/default/1739985660715_alter_table_public_joblines_add_column_db_hrs/up.sql

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

package.json

@@ -3,7 +3,7 @@
   "productName": "ImEX RPS",
   "author": "ImEX Systems Inc. <support@thinkimex.com>",
   "description": "ImEX RPS",
-  "version": "1.3.5",
+  "version": "1.4.0-alpha.1",
   "main": "electron/main.js",
   "homepage": "./",
   "dependencies": {

src/components/molecules/jobs-claims-clerk/jobs-claims-clerk.molecule.jsx

@@ -0,0 +1,47 @@
+import { Badge, Card, Collapse, Skeleton, Space } from "antd";
+
+import React from "react";
+import { connect } from "react-redux";
+import { createStructuredSelector } from "reselect";
+import ErrorResultAtom from "../../atoms/error-result/error-result.atom";
+
+const mapStateToProps = createStructuredSelector({});
+const mapDispatchToProps = (dispatch) => ({
+  //setUserLanguage: language => dispatch(setUserLanguage(language))
+});
+export default connect(mapStateToProps, mapDispatchToProps)(JobsClaimClerk);
+
+export function JobsClaimClerk({ loading, job }) {
+  // const { token } = theme.useToken();
+
+  if (loading) return <Skeleton active />;
+  if (!job)
+    return <ErrorResultAtom title="Error displaying job." errorMessage="It looks like this job doesn't exist." />;
+
+  const alertData = job.joblines
+    .map((jobline) =>
+      jobline.alerts?.map((alert, idx) => ({
+        key: `${jobline.line_no}-${alert.key}-${idx}`,
+        label: `Line ${jobline.line_no}: ${alert.key}`,
+        children: <div dangerouslySetInnerHTML={{ __html: alert.alert }} />
+
+        // style: {
+        //   backgroundColor: token.colorErrorBgHover
+        //
+      }))
+    )
+    .flat();
+
+  return (
+    <Card
+      title={
+        <Space>
+          Claims Clerk AI <Badge count={alertData.length}></Badge>
+        </Space>
+      }
+      bordered={false}
+    >
+      <Collapse items={alertData} bordered={false} />
+    </Card>
+  );
+}

src/components/molecules/jobs-lines-table/jobs-lines-table.molecule.jsx

@@ -1,5 +1,5 @@
 import { CalculatorOutlined } from "@ant-design/icons";
-import { Input, Table } from "antd";
+import { Input, Space, Table, Tag } from "antd";
 import React, { useState } from "react";
 import ipcTypes from "../../../ipc.types";
 import { alphaSort } from "../../../util/sorters";
@@ -8,6 +8,7 @@ import ErrorResultAtom from "../../atoms/error-result/error-result.atom";
 import IgnoreJobLine from "../../atoms/ignore-job-line/ignore-job-line.atom";
 import partTypeConverterAtom from "../../atoms/part-type-converter/part-type-converter.atom";
 import PriceDiffPcFormatterAtom from "../../atoms/price-diff-pc-formatter/price-diff-pc-formatter.atom";
+import { render } from "sass";
 const { ipcRenderer } = window;
 
 export default function JobLinesTableMolecule({ loading, job }) {
@@ -15,12 +16,7 @@ export default function JobLinesTableMolecule({ loading, job }) {
   const [filters, setFilters] = useState({ ignore: ["false"] });
 
   if (!job) {
-    return (
-      <ErrorResultAtom
-        title="Error Displaying Job Lines"
-        errorMessage="It looks like this job doesn't exist."
-      />
-    );
+    return <ErrorResultAtom title="Error Displaying Job Lines" errorMessage="It looks like this job doesn't exist." />;
   }
   const { joblines } = job;
   const columns = [
@@ -29,14 +25,14 @@ export default function JobLinesTableMolecule({ loading, job }) {
       dataIndex: "line_no",
       key: "line_no",
       sorter: (a, b) => a.line_no - b.line_no,
-      width: "5%",
+      width: "5%"
     },
     {
       title: "S#",
       dataIndex: "line_ind",
       key: "line_ind",
       width: "5%",
-      sorter: (a, b) => alphaSort(a.line_ind, b.line_ind),
+      sorter: (a, b) => alphaSort(a.line_ind, b.line_ind)
     },
     {
       title: "Line Description",
@@ -44,6 +40,14 @@ export default function JobLinesTableMolecule({ loading, job }) {
       key: "line_desc",
       width: "25%",
       sorter: (a, b) => alphaSort(a.line_desc, b.line_desc),
+      render: (text, record) => (
+        <Space wrap size={"small"}>
+          {record.line_desc}
+          {record.alerts &&
+            record.alerts.length > 0 &&
+            record.alerts.map((alert) => <Tag color="red">{alert.key}</Tag>)}
+        </Space>
+      )
     },
     {
       title: "Part Type",
@@ -51,21 +55,21 @@ export default function JobLinesTableMolecule({ loading, job }) {
       key: "part_type",
       width: "5%",
       sorter: (a, b) => alphaSort(a.part_type, b.part_type),
-      render: (text, record) => partTypeConverterAtom(text),
+      render: (text, record) => partTypeConverterAtom(text)
     },
     {
       title: "Part Number",
       dataIndex: "oem_partno",
       key: "oem_partno",
       width: "15%",
-      sorter: (a, b) => alphaSort(a.oem_partno, b.oem_partno),
+      sorter: (a, b) => alphaSort(a.oem_partno, b.oem_partno)
     },
     {
       title: "Qty.",
       dataIndex: "part_qty",
       key: "part_qty",
       width: "5%",
-      sorter: (a, b) => a.part_qty - b.part_qty,
+      sorter: (a, b) => a.part_qty - b.part_qty
     },
     {
       title: "Database Price",
@@ -73,9 +77,7 @@ export default function JobLinesTableMolecule({ loading, job }) {
       key: "db_price",
       width: "10%",
       sorter: (a, b) => a.db_price - b.db_price,
-      render: (text, record) => (
-        <CurrencyFormatterAtom>{record.db_price}</CurrencyFormatterAtom>
-      ),
+      render: (text, record) => <CurrencyFormatterAtom>{record.db_price}</CurrencyFormatterAtom>
     },
     {
       title: "Actual Price",
@@ -83,9 +85,7 @@ export default function JobLinesTableMolecule({ loading, job }) {
       key: "act_price",
       width: "10%",
       sorter: (a, b) => a.act_price - b.act_price,
-      render: (text, record) => (
-        <CurrencyFormatterAtom>{record.act_price}</CurrencyFormatterAtom>
-      ),
+      render: (text, record) => <CurrencyFormatterAtom>{record.act_price}</CurrencyFormatterAtom>
     },
     {
       title: "Price Diff.",
@@ -93,9 +93,7 @@ export default function JobLinesTableMolecule({ loading, job }) {
       key: "price_diff",
       width: "10%",
       sorter: (a, b) => a.price_diff - b.price_diff,
-      render: (text, record) => (
-        <CurrencyFormatterAtom>{record.price_diff}</CurrencyFormatterAtom>
-      ),
+      render: (text, record) => <CurrencyFormatterAtom>{record.price_diff}</CurrencyFormatterAtom>
     },
     {
       title: "Price Diff. %",
@@ -104,12 +102,8 @@ export default function JobLinesTableMolecule({ loading, job }) {
       width: "10%",
       sorter: (a, b) => a.price_diff_pc - b.price_diff_pc,
       render: (text, record) => (
-        <PriceDiffPcFormatterAtom
-          price_diff_pc={record.price_diff_pc}
-          v_age={job.v_age}
-          group={job.group}
-        />
-      ),
+        <PriceDiffPcFormatterAtom price_diff_pc={record.price_diff_pc} v_age={job.v_age} group={job.group} />
+      )
     },
     {
       title: <CalculatorOutlined />,
@@ -117,27 +111,17 @@ export default function JobLinesTableMolecule({ loading, job }) {
       key: "ignore",
       filters: [
         { text: "Eligible for RPS Calculation", value: false },
-        { text: "Ineligible for RPS Calculation", value: true },
+        { text: "Ineligible for RPS Calculation", value: true }
       ],
       width: "5%",
       filteredValue: filters.ignore || null,
       onFilter: (value, record) => value === record.ignore,
-      render: (text, record) => (
-        <IgnoreJobLine
-          lineId={record.id}
-          ignore={record.ignore}
-          line_desc={record.line_desc}
-        />
-      ),
-    },
+      render: (text, record) => <IgnoreJobLine lineId={record.id} ignore={record.ignore} line_desc={record.line_desc} />
+    }
   ];
 
   const data =
-    searchText !== ""
-      ? joblines.filter((j) =>
-          j.line_desc.toLowerCase().includes(searchText.toLowerCase())
-        )
-      : joblines;
+    searchText !== "" ? joblines.filter((j) => j.line_desc.toLowerCase().includes(searchText.toLowerCase())) : joblines;
 
   const handleChange = (pagination, filters, sorter) => {
     setFilters(filters);
@@ -150,7 +134,7 @@ export default function JobLinesTableMolecule({ loading, job }) {
         onSearch={(val) => {
           ipcRenderer.send(ipcTypes.app.toMain.track, {
             event: "JOB_LINES_SEARCH",
-            query: val,
+            query: val
           });
           setSearchText(val);
         }}
@@ -167,7 +151,7 @@ export default function JobLinesTableMolecule({ loading, job }) {
         onChange={handleChange}
         scroll={{
           x: true,
-          y: "20rem",
+          y: "20rem"
         }}
       />
     </div>

src/components/molecules/reporting-jobs-list/reporting-jobs-list.molecule.jsx

@@ -1,5 +1,5 @@
-import { CloudUploadOutlined } from "@ant-design/icons";
-import { Alert, Input, Space, Table } from "antd";
+import { ExclamationCircleOutlined } from "@ant-design/icons";
+import { Alert, Badge, Input, Space, Table, Tooltip } from "antd";
 import React, { useMemo, useState } from "react";
 import { connect } from "react-redux";
 import { Link } from "react-router-dom";
@@ -9,9 +9,10 @@ import { setSelectedJobId } from "../../../redux/application/application.actions
 import { selectReportData, selectReportLoading, selectScorecard } from "../../../redux/reporting/reporting.selectors";
 import dayjs from "../../../util/day.js";
 import { alphaSort } from "../../../util/sorters";
+import RequiresReimportDisplay from "../../atoms/requires-reimport/requires-reimport.atom.jsx";
 import VehicleGroupAlertAtom from "../../atoms/vehicle-group-alert/vehicle-group-alert.atom";
 import GroupVerifySwitch from "../group-verify-switch/group-verify-switch.component";
-import RequiresReimportDisplay from "../../atoms/requires-reimport/requires-reimport.atom.jsx";
+import JobsClaimsClerkMolecule from "../jobs-claims-clerk/jobs-claims-clerk.molecule.jsx";
 
 const { ipcRenderer } = window;
 
@@ -36,6 +37,12 @@ export function ReportingJobsListMolecule({ scoreCard, reportingLoading, reportD
         <Link onClick={() => setSelectedJobId(record.id)} to={"/"}>
           <Space>
             {text}
+
+            {record.alerts && record.alerts.length > 0 && (
+              <Tooltip title="Claims Clerk AI has detected possible issues with this estimate. Review the estimate to ensure you are following MPI guidelines.">
+                <Badge count={record.alerts.length} size="small" />
+              </Tooltip>
+            )}
             <RequiresReimportDisplay job={record} />
           </Space>
         </Link>
@@ -174,6 +181,10 @@ export function ReportingJobsListMolecule({ scoreCard, reportingLoading, reportD
         size="small"
         pagination={false}
         dataSource={data}
+        expandable={{
+          expandedRowRender: (record) => <JobsClaimsClerkMolecule job={record} />,
+          rowExpandable: (record) => record.alerts && record.alerts.length > 0
+        }}
         scroll={{
           x: true
         }}

src/components/organisms/jobs-detail/jobs-detail.organism.jsx

@@ -12,6 +12,7 @@ import JobsDetailDescriptionMolecule from "../../molecules/jobs-detail-descripti
 import JobsLinesTableMolecule from "../../molecules/jobs-lines-table/jobs-lines-table.molecule";
 import JobsTargetsStatsMolecule from "../../molecules/jobs-targets-stats/jobs-targets-stats.molecule";
 import "./jobs-detail.organism.styles.scss";
+import JobsClaimClerk from "../../molecules/jobs-claims-clerk/jobs-claims-clerk.molecule";
 
 const mapStateToProps = createStructuredSelector({
   //currentUser: selectCurrentUser
@@ -62,6 +63,9 @@ export function JobsDetailOrganism({ selectedJobId, setSelectedJobTargetPc }) {
       <Card>
         <JobsLinesTableMolecule loading={loading} job={data ? data.jobs_by_pk : {}} />
       </Card>
+      <Card>
+        <JobsClaimClerk loading={loading} job={data ? data.jobs_by_pk : null} />
+      </Card>
       <Card>
         <JobsTargetsStatsMolecule loading={loading} job={data ? data.jobs_by_pk : null} />
         <div

src/graphql/jobs.queries.js

@@ -117,6 +117,7 @@ export const QUERY_JOB_BY_PK = gql`
         price_diff_pc
         ignore
         db_ref
+        alerts
       }
     }
   }

src/graphql/reporting.queries.js

@@ -47,6 +47,7 @@ export const REPORTING_GET_JOBS = gql`
         id
         db_ref
         unq_seq
+        alerts
       }
     }
   }

src/ipc/suvs.json

@@ -12,12 +12,6 @@
   "EXCURSION",
   "EXPLORER LIMITED",
   "EXPLORER PLATINUM ECOBOOST",
-  "EXPLORER SPORT TRAC",
-  "EXPLORER SPORT TRAC ADRENAL V8",
-  "EXPLORER SPORT TRAC LIMITED",
-  "EXPLORER SPORT TRAC LIMITED V8",
-  "EXPLORER SPORT TRAC XLT",
-  "EXPLORER SPORT TRAC XLT V8",
   "EXPLORER XLT",
   "FLEX",
   "FLEX SE",

src/redux/reporting/reporting.sagas.js

@@ -168,9 +168,23 @@ export function* handleCalculateScoreCard({ payload: jobs }) {
         jobRpsPc: isNaN(jobRpsPc) ? -1 : jobRpsPc
       });
 
+      const jobAlerts = job.joblines
+        .map((jobline) =>
+          jobline.alerts?.map((alert, idx) => ({
+            key: idx,
+            label: `Line ${jobline.line_no}: ${alert.key}`,
+            children: alert.alert
+            // style: {
+            //   backgroundColor: token.colorErrorBgHover
+            // }
+          }))
+        )
+        .flat();
+
       //sum db price * percentage expected.
       return {
         ...job,
+        alerts: jobAlerts,
         actPriceSum,
         jobRpsDollars,
         dbPriceSum,