continue sales person work: customer and package selection, commissions, reporting. RT#23402

6 files changed, 147 insertions, 1 deletions

diff --git a/FS/FS/Sales_Mixin.pm b/FS/FS/Sales_Mixin.pm
new file mode 100644
index 0000000..3b30ac9
--- /dev/null
+++ b/FS/FS/Sales_Mixin.pm
@@ -0,0 +1,43 @@
+package FS::Sales_Mixin;
+
+use strict;
+use FS::Record qw( qsearchs );
+use FS::sales;
+
+=head1 NAME
+
+FS::Agent_Mixin - Mixin class for objects that have an sales person.
+
+=over 4
+
+=item sales
+
+Returns the sales person (see L<FS::sales>) for this object.
+
+=cut
+
+sub sales {
+  my $self = shift;
+  qsearchs( 'sales', { 'salesnum' => $self->salesnum } );
+}
+
+=item salesperson
+
+Returns the sales person name for this object, if any.
+
+=cut
+
+sub salesperson {
+  my $self = shift;
+  my $sales = $self->sales or return '';
+  $sales->salesperson;
+}
+
+=back
+
+=head1 BUGS
+
+=cut
+
+1;
+
diff --git a/FS/FS/cust_main.pm b/FS/FS/cust_main.pm
index 8e7c3e7..ef6628f 100644
--- a/FS/FS/cust_main.pm
+++ b/FS/FS/cust_main.pm
@@ -9,7 +9,7 @@ use base qw( FS::cust_main::Packages FS::cust_main::Status
              FS::cust_main::Billing_ThirdParty
              FS::cust_main::Location
              FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
-             FS::geocode_Mixin FS::Quotable_Mixin
+             FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
              FS::o2m_Common
              FS::Record
            );
diff --git a/httemplate/edit/cust_main/top_misc.html b/httemplate/edit/cust_main/top_misc.html
index b7e86ba..bceb5e1 100644
--- a/httemplate/edit/cust_main/top_misc.html
+++ b/httemplate/edit/cust_main/top_misc.html
@@ -129,6 +129,11 @@
              'label'       => emt("Class"),
 &>
 
+%#sales person
+<& /elements/tr-select-sales.html,
+     'curr_value' => $cust_main->salesnum,
+&>
+
 %# referral (advertising source)
 %my $refnum = $cust_main->refnum || $conf->config('referraldefault') || 0;
 %if ( $custnum && ! $conf->exists('editreferrals') ) {
diff --git a/httemplate/elements/select-sales.html b/httemplate/elements/select-sales.html
new file mode 100644
index 0000000..555799e
--- /dev/null
+++ b/httemplate/elements/select-sales.html
@@ -0,0 +1,19 @@
+<& /elements/select-table.html,
+                 'table'         => 'sales',
+                 'name_col'      => 'salesperson',
+                 'value'         => $salesnum || '',
+                 'agent_virt'    => 1,
+                 'empty_label'   => emt('(none)'),
+                 'hashref'       => { 'disabled' => '' },
+                 'order_by'      => ' ORDER BY salesperson',
+                 %opt,
+&>
+<%init>
+
+my %opt = @_;
+my $salesnum = $opt{'curr_value'} || $opt{'value'};
+
+$opt{'records'} = delete $opt{'sales'}
+  if $opt{'sales'};
+
+</%init>
diff --git a/httemplate/elements/tr-select-sales.html b/httemplate/elements/tr-select-sales.html
new file mode 100644
index 0000000..f77ef50
--- /dev/null
+++ b/httemplate/elements/tr-select-sales.html
@@ -0,0 +1,72 @@
+<%doc>
+
+Example:
+
+  <& /elements/tr-select-sales.html',
+
+    #recommended to keep things "sticky" on errors
+    'curr_value'    => $curr_value,
+
+    ##
+    # optional
+    ##
+
+    'label'         => 'Sales Person',
+    'empty_label'   => 'Select sales person', #override default 
+    #on already# 'disable_empty' => 1,
+
+  &>
+
+</%doc>
+% if ( scalar(@sales) == 0 || $opt{'fixed'} ) { 
+
+  <INPUT TYPE  = "hidden"
+         NAME  = "<% $opt{'field'} || 'salesnum' %>"
+         ID    = "<% $opt{'field'} || 'salesnum' %>"
+         VALUE = "<% $salesnum %>"
+  >
+
+%   if ( scalar(@sales) > 0 ) {
+      <TR>
+        <TD ALIGN="right"><% $opt{'label'} || emt('Sales Person') %></TD>
+        <TD BGCOLOR="#dddddd" <% $colspan %>>
+%         my $sales = qsearchs('sales', { 'salesnum' => $salesnum });
+          <% $sales ? $sales->salesperson : '(none)' |h %>
+        </TD>
+      </TR>
+
+%   } else { # YUCK.  empty row so we don't throw g_row in edit.html off :/
+      <TR>
+      </TR>
+%   }
+%
+% } else { 
+
+  <TR>
+    <TD ALIGN="right"><% $opt{'label'} || emt('Sales Person') %></TD>
+    <TD <% $colspan %>>
+      <& /elements/select-sales.html,
+                     'curr_value' => $salesnum,
+                     'sales'     => \@sales,
+                     %opt,
+      &>
+    </TD>
+  </TR>
+
+% } 
+
+<%init>
+
+my $curuser = $FS::CurrentUser::CurrentUser;
+
+my %opt = @_;
+my $salesnum = $opt{'curr_value'} || $opt{'value'};
+
+my @sales = qsearch({ 'table'   => 'sales',
+                      'hashref' => { 'disabled' => '' },
+                      'extra_sql' => ' AND '. $curuser->agentnums_sql,
+                   });
+warn scalar(@sales);
+my $colspan = $opt{'colspan'} ? 'COLSPAN="'.$opt{'colspan'}.'"' : '';
+
+</%init>
diff --git a/httemplate/view/cust_main/misc.html b/httemplate/view/cust_main/misc.html
index 263c266..5311aa5 100644
--- a/httemplate/view/cust_main/misc.html
+++ b/httemplate/view/cust_main/misc.html
@@ -52,6 +52,13 @@
      </TR>
 %  #}
 
+% if ( $cust_main->salesnum ) {
+    <TR>
+      <TD ALIGN="right"><% mt('Sales Person') |h %></TD>
+      <TD BGCOLOR="#ffffff"><% $cust_main->salesperson |h %></TD>
+    </TR>
+% }
+
 %  unless ( FS::part_referral->num_part_referral == 1 ) {
 %    my $referral = qsearchs('part_referral', {
 %      'refnum' => $cust_main->refnum