From 5f2093d63b321716766535a0ff3e7420882a8888 Mon Sep 17 00:00:00 2001 From: Ivan Kohler Date: Sat, 17 Aug 2013 23:19:19 -0700 Subject: [PATCH] continue sales person work: customer and package selection, commissions, reporting. RT#23402 --- FS/FS/Sales_Mixin.pm | 43 +++++++++++++++++++ FS/FS/cust_main.pm | 2 +- httemplate/edit/cust_main/top_misc.html | 5 +++ httemplate/elements/select-sales.html | 19 +++++++++ httemplate/elements/tr-select-sales.html | 72 ++++++++++++++++++++++++++++++++ httemplate/view/cust_main/misc.html | 7 ++++ 6 files changed, 147 insertions(+), 1 deletion(-) create mode 100644 FS/FS/Sales_Mixin.pm create mode 100644 httemplate/elements/select-sales.html create mode 100644 httemplate/elements/tr-select-sales.html diff --git a/FS/FS/Sales_Mixin.pm b/FS/FS/Sales_Mixin.pm new file mode 100644 index 000000000..3b30ac978 --- /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) 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 8e7c3e713..ef6628ffd 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 b7e86ba78..bceb5e15f 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 000000000..555799ead --- /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'}; + + diff --git a/httemplate/elements/tr-select-sales.html b/httemplate/elements/tr-select-sales.html new file mode 100644 index 000000000..f77ef50b7 --- /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, + + &> + + +% if ( scalar(@sales) == 0 || $opt{'fixed'} ) { + + + +% if ( scalar(@sales) > 0 ) { + + <% $opt{'label'} || emt('Sales Person') %> + > +% my $sales = qsearchs('sales', { 'salesnum' => $salesnum }); + <% $sales ? $sales->salesperson : '(none)' |h %> + + + +% } else { # YUCK. empty row so we don't throw g_row in edit.html off :/ + + +% } +% +% } else { + + + <% $opt{'label'} || emt('Sales Person') %> + > + <& /elements/select-sales.html, + 'curr_value' => $salesnum, + 'sales' => \@sales, + %opt, + &> + + + +% } + +<%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'}.'"' : ''; + + diff --git a/httemplate/view/cust_main/misc.html b/httemplate/view/cust_main/misc.html index 263c266e7..5311aa5ae 100644 --- a/httemplate/view/cust_main/misc.html +++ b/httemplate/view/cust_main/misc.html @@ -52,6 +52,13 @@ % #} +% if ( $cust_main->salesnum ) { + + <% mt('Sales Person') |h %> + <% $cust_main->salesperson |h %> + +% } + % unless ( FS::part_referral->num_part_referral == 1 ) { % my $referral = qsearchs('part_referral', { % 'refnum' => $cust_main->refnum -- 2.11.0