Tekion — Scope Parts-on-Appointments to specific opcodes (recalls-only pattern)

Origin: Joe/Glade request 2026-07-20 (SCT 876) — "parts appointments for recalls only".
Greenlit as Option A. KB sources: KB0012918 (config), KB0012911 (order/hold/fulfill flow),
KB0021854 (No-Parts filter), KB0025115 (available appointment filters).

The mechanism (the key fact)

There is NO recall/opcode filter on the Parts RO Sales → Appointments tab. The real
control is per-opcode: Opcode Management → open opcode → Parts section →
"Consider for Parts preparation on Appointment" checkbox. It is ON for ALL opcodes
by default. Unchecked = that opcode never notifies Parts / never lands in the
Appointments prep queue. Mass changes via Bulk Update button on the opcode list
(/ro/opcode, top of results toolbar).

Supporting knobs (Scheduling Settings → General, see tekion-scheduling):

• "Notify Parts department of appointment part request" — immediately vs N days before.
• "Hold Parts on Missed & In-Progress appointments for few days".
  Parts-side notifications: Profile Settings → Notification Settings → Service → Appointments.

What the Appointments tab CAN filter (Option B, view-only)

Funnel icon → Add Filter. Fields: Appointment Date/Time, Appointment Status,
Part Status, Counter Person. Best available: Part Status | Not In | No Parts
(KB0021854). NOT a recall filter — don't promise one.

Recalls-only recipe

1. Derive the keep-list (per store — never reuse another store's):
   • /ro/opcode has SERVICE-TYPE TABS on the left (SCT has a dedicated "Recalls"
     tab = its own service type; 106 opcodes there).
   • Only ACTIVE opcodes matter — Inactive/Archived can't be added to appointments.
     SCT split was 3 ACTIVE / 50 Inactive / 53 Archived.
   • Also search for generic opcodes: SCT has RECALL (Active, DIAGNOSTICS,
     "PERFORM RECALL. VERIFIED OPEN RECALL:") — Joe explicitly wanted it kept.
   • SCT keep-list (2026-07-20): RECALL, 23TA13, 23TC01, 23TC05 (+ leave the whole
     Recalls service type checked — harmless for dead ones).
2. Present keep-list to Joe for confirm before touching anything (he asked to review it).
3. Bulk Update: uncheck "Consider for Parts preparation on Appointment" on all
   ACTIVE non-recall opcodes (~2K total at SCT incl. inactive; scope actives first
   via Status filter). Leave keep-list checked.
4. Verify: spot-check one unchecked opcode's Parts section; book/inspect the
   Parts RO Sales → Appointments queue thins to recall appointments.

Caveats to state to Joe

• New opcodes default to checked ON — future recall campaigns auto-flow (good),
  but new non-recall opcodes will also default ON (needs periodic re-scrub).
• This is store-wide: Parts stops getting prep notifications for tires/menus/everything
  non-recall — confirm the whole parts team understands, not just the requester.

Browser mechanics / pitfalls (:9223, hard-won this session)

• :9223 /eval body key is {"js": ...} NOT expression. /screenshot is GET
  (returns {"screenshot": base64}), not POST.
• curl -d with JS containing quotes/plus-concat breaks body-parser — for any
  non-trivial js payload, POST via python urllib + json.dumps instead of inline curl.
• Opcode search box = input[searchfield="ALL"]. After native-value-setter typing,
  a single keydown Enter sometimes does NOT refire the search (row count stays stale,
  e.g. "2,066") — fire the full keydown+keypress+keyup Enter sequence.
• The Reset button (filters) also WIPES the search box text — retype after Reset.
• XHR-hook capture of /api/service-module/u/opcode/search: parse responseText
  INSIDE the hook and accumulate hits by id into window.__hits (raw responseText

  200KB truncates and breaks JSON.parse later). Response shape data.count + data.hits[]
  with {opcode,status,opcodeType,category,description,id}.

• Virtualized list pagination can stall (stuck 100/106 despite scroll jiggling) —
  use the Status dropdown filter (Select... next to "Status:") to slice the set
  instead of fighting the scroller.
• KB SSO drops between sessions: re-bootstrap by navigating :9223 to
  https://app.tekioncloud.com/core/knowledge-base/search (see tekion-kb-search-scrape).
• Verify localStorage.currentActiveDealerId BEFORE reading — browser drifts dealers
  (was on BC 1251 when this SCT task started; switched via dealer pill → row click).

Status / next step

As of 2026-07-20: keep-list presented to Joe, bulk update NOT yet executed —
awaiting his confirm on the list + caveat #2. Execute step 3–4 on go.

Related skills

• tekion-scheduling (notify-parts toggles), tekion-kb-search-scrape,
  tekion-sitemap, persistent-browser-server, tekion-opcode-api.