sync: refresh existing client's contact info from the order before invoicing (update client first, then invoice)

c4dc44015021e6be9f7093831448b74520490157 · 2026-06-29 12:23:21 -0700 · Steve

Files touched

M lib/sync-core.js

Diff

commit c4dc44015021e6be9f7093831448b74520490157
Author: Steve <steve@designerwallcoverings.com>
Date:   Mon Jun 29 12:23:21 2026 -0700

    sync: refresh existing client's contact info from the order before invoicing (update client first, then invoice)
---
 lib/sync-core.js | 10 +++++++++-
 1 file changed, 9 insertions(+), 1 deletion(-)

diff --git a/lib/sync-core.js b/lib/sync-core.js
index dca414c..8f6889a 100644
--- a/lib/sync-core.js
+++ b/lib/sync-core.js
@@ -72,8 +72,16 @@ export async function syncOrder(order, { commit = true } = {}) {
   let clientAction, accountNumber;
   const dupes = await findDuplicates(mapped);
   if (dupes.length) {
-    clientAction = 'existing';
     accountNumber = dupes[0].acct;
+    clientAction = 'existing';
+    // refresh the existing client's contact info from this order BEFORE invoicing
+    if (commit && dupes[0].recordId) {
+      const refresh = {};
+      for (const k of ['Address', 'City', 'State', 'Zip', 'Phone', 'Email address']) {
+        if (mapped.fields[k]) refresh[k] = mapped.fields[k];
+      }
+      try { await fm.updateRecord('Clients', LAYOUT, dupes[0].recordId, refresh, { dryRun: false }); clientAction = 'updated'; } catch {}
+    }
   } else if (commit) {
     const res = await fm.createRecord('Clients', LAYOUT, mapped.fields, { dryRun: false });
     try { accountNumber = (await fm.getRecord('Clients', LAYOUT, res.recordId))?.fieldData?.['Account Number']; } catch {}

← e2e050f sync: every new order now auto-creates client + full invoice · back to Filemaker Mcp · auto-save: 2026-06-29T12:49:09 (2 files) — lib/invoice.js sr 1894d57 →