[Vtigercrm-developers] [FEATURE REQUEST] Support Multiple SalesOffices
Jens Hamisch
jens at Strawberry.COM
Fri Aug 25 14:20:17 PDT 2006
Hi Dennis,
hi *,
I've opened a feature change request in trac on this: #2035.
Attached please find a proposal describing the required database
and GUI changes.
I'm on vacation for the next 2 weeks, so IMHO I could start
working on this enhancement based on the GA aftar my return.
Kind regards
Jens
On Fri, Aug 18, 2006 at 09:14:39AM +0200, Jens Hamisch wrote:
>
> Hi Dennis,
> hi *,
>
>
> I'd like to post a proposal for an implementation of this feature.
> In advance there's one item unclear to me:
>
> What is the "official" procedure to add items to the
> vtiger_tab and vtiger_field tables?
>
> As I'd suggest the introduction of new tables, there should be a
> new table identifier on those. I'd like to ensure not to get into
> conflict with other addons and the ongoing process from RC to GA.
> So how do I "reserve" unique table ids? And is there a space for
> private tables (if someone adds private stuff)?
>
>
> Jens
> On Thu, Aug 17, 2006 at 04:56:59PM +0200, Jens Hamisch wrote:
> > Hi,
> >
> > > I also agree that there may be a default sales office for
> > > sub-organizations, but I don't thing that sub-organizations is a
> > > prerequisite for having multiple sales offices.
> >
> > yes ...
> >
> > The problem I have, that I need support for more than one entire
> > organization. So my point of introducing organizational units was
> > to split this off the organization table. The wording doesn't matter
> > at a first glance. A 'sales office' or 'location' would just be
> > some abstract part of an organization.
> >
> > > Jens, are you going to work on this?
> >
> > Yeah.
> >
> > > I'm going to be offline for a week (military exercise) so I won't be
> > > able to work on it for a little bit.
> >
> > Have fun!
> > I hope to able to present something to you ehen you'll be online again.
> >
> > -- Jens
> >
> > --------------------------------------------------------------------------------
> > /
> > +##+|##+ STRAWBERRY Jens Hamisch
> > +v#+v v##+ EDV-Systeme GmbH Managing director
> > / v v\v
> > | . . . | Waldeckstr. 9a Car (Voice): (+49 172) 81 04 162
> > | . | D-82515 Wolfratshausen Voice: (+49 8171) 41805-0
> > | . | Fax: (+49 8171) 41805-59
> > \ . / Tel.: (+49 8171) 41805-0 Email: jens at Strawberry.COM
> > \____/ Strawberry at Strawberry.COM
> >
> > _______________________________________________
> > Get started with creating presentations online - http://zohoshow.com?vt
>
> --
>
> --------------------------------------------------------------------------------
> /
> +##+|##+ STRAWBERRY Jens Hamisch
> +v#+v v##+ EDV-Systeme GmbH Managing director
> / v v\v
> | . . . | Waldeckstr. 9a Car (Voice): (+49 172) 81 04 162
> | . | D-82515 Wolfratshausen Voice: (+49 8171) 41805-0
> | . | Fax: (+49 8171) 41805-59
> \ . / Tel.: (+49 8171) 41805-0 Email: jens at Strawberry.COM
> \____/ Strawberry at Strawberry.COM
>
> _______________________________________________
> Get started with creating presentations online - http://zohoshow.com?vt
--
--------------------------------------------------------------------------------
/
+##+|##+ STRAWBERRY Jens Hamisch
+v#+v v##+ EDV-Systeme GmbH Managing director
/ v v\v
| . . . | Waldeckstr. 9a Car (Voice): (+49 172) 81 04 162
| . | D-82515 Wolfratshausen Voice: (+49 8171) 41805-0
| . | Fax: (+49 8171) 41805-59
\ . / Tel.: (+49 8171) 41805-0 Email: jens at Strawberry.COM
\____/ Strawberry at Strawberry.COM
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%%EOF
-------------- next part --------------
Database Tables
===============
New tables
----------
vtiger_orgunit
Description:
Defines a oranizational unit
Columns
orgunitid serial NOT NULL
orgid integer NOT NULL DEFAULT 0
type character varying(30)
name character varying(60) NOT NULL
address character varying(150)
city character varying(100)
state character varying(100)
country character varying(100)
code character varying(30)
phone character varying(30)
fax character varying(30)
website character varying(100)
Constraints:
vtiger_orgunit_pkey
PRIMARY KEY (orgunitid)
fk_1_vtiger_orgunit
FOREIGN KEY (orgid)
REFERENCES vtiger_organizationdetails(orgid)
ON DELETE CASCADE
Indices:
vtiger_orgunit_name_idx
ON vtiger_orgunit
USING btree (orgid, name)
vtiger_orgunit_type_idx
ON vtiger_orgunit
USING btree (orgid, type)
vtiger_orgunittype
Description:
Defines the values to be entered into vtiger_orgunit.type
Columns:
orgunittypeid serial NOT NULL
orgunittype character varying(30)
sortorderid integer DEFAULT 0 NOT NULL
presence integer DEFAULT 1 NOT NULL
Constraints:
vtiger_orgunittype_pkey
PRIMARY KEY (orgunittypeid)
Indices:
vtiger_orgunittype_type_idx
ON vtiger_orgunittype
USING btree (type)
vtiger_user2org
Description:
Defines a list of organizations a user may work for
Columns:
orgid integer NOT NULL DEFAULT 0
userid integer NOT NULL DEFAULT 0
primary boolean DEFAULT 0
Constraints:
fk_1_vtiger_user2org
FOREIGN KEY (orgid)
REFERENCES vtiger_organizationdetails(orgid)
ON DELETE CASCADE
fk_2_vtiger_user2org
FOREIGN KEY (userid)
REFERENCES vtiger_users(userid)
ON DELETE CASCADE
Indices:
vtiger_user2org_orgid_idx
ON vtiger_user2org
USING btree (orgid)
vtiger_user2org_userid_idx
ON vtiger_user2org
USING btree (userid)
vtiger_user2orgunit
Description:
Defines a list of organizational units a user is
assigned to
Columns:
orgunitid integer NOT NULL DEFAULT 0
userid integer NOT NULL DEFAULT 0
primary boolean DEFAULT 0
Constraints:
fk_1_vtiger_user2orgunit
FOREIGN KEY (orgunitid)
REFERENCES vtiger_orgunit(orgunitid)
ON DELETE CASCADE
fk_2_vtiger_user2orgunit
FOREIGN KEY (userid)
REFERENCES vtiger_users(userid)
ON DELETE CASCADE
Indices:
vtiger_user2orgunit_orgid_idx
ON vtiger_user2orgunit
USING btree (orgunitid)
vtiger_user2orgunit_userid_idx
ON vtiger_user2orgunit
USING btree (userid)
vtiger_entity2org
Description:
Assignes entities to particular organizations
Columns:
orgid integer NOT NULL DEFAULT 0
crmid integer NOT NULL DEFAULT 0
Constraints:
fk_1_vtiger_entity2org
FOREIGN KEY (orgid)
REFERENCES vtiger_organizationdetails(orgid)
ON DELETE CASCADE
fk_2_vtiger_entity2org
FOREIGN KEY (crmid)
REFERENCES vtiger_crmentity(crmid)
ON DELETE CASCADE
Indices:
vtiger_entity2org_crmid_idx
ON vtiger_entity2org
USING btree (crmid)
vtiger_entity2org_userid_idx
ON vtiger_entity2org
USING btree (userid)
Changes
-------
1. vtiger_campaing should be a vtiger_crmentity
-> Add the following constraint to the database
fk_r_vtiger_campaign
FOREIGN KEY (campaignid)
REFERENCES vtiger_crmentity(crmid)
ON DELETE CASCADE
-> Provide a migration script for already stored campaigns
PHP changes
===========
Administrators Role
-------------------
1. Settings -> Company Details
- ListView
- Add
- Delete
- Change
2. Settings -> Users
- User is a member of one or more companies
(implement like the group membership assignement)
- Assign one main company to the user (out of the
membership list).
CEO Role
--------
1. Settings -> Company Details
- Change deatils only for the companies, the user has a
CEO role for
2. Settings -> Company Unit
- ListView
- Add
- Delete
- Change
3. Settings -> Users
- User is a member of one or more organization units
(take care to provide only those units of organizations/
companies to which the user already is assigned).
- Assign one main orgunit to the user (out of the
membership list).
Standard user role
------------------
1. login scheme
After the login the authenticated user gets another
window which lets him select the organization/company
he's going to act for in the new session.
Open item: Skip this second login step if there's only
one organization assigned to that user?
My proposal:
For the time being: yes.
This would be subject of further FCRs (like book-
keeping - booking date selection on login).
Open item: Display the organization selection somewhere
during the entire session?
My proposal: yes, upper right corner with the user name
2. Assignment of entities to exactly one company/organization
This affects:
- Quotes
- Sales orders
- Invoices
- Price Books
The company assignement is taken from the selection, the
user did during login.
3. Assignment of entities to more than one company/organization
This affects
- Leads
- Accounts
- Contacts
- Potentials
- Products
- Campaigns
To the modification/add forms another list entity is to
be added. This list fills the crmentity2org table. Users
may add/delete entries to/from this table.
Open item: May this table be empty?
4. Assignment of entities to orgunits
This affects:
- Quotes
- Sales orders
- Invoices
- Price Books
The company assignement is taken from the selection, the
user did during login.
5. PDF generation
Addresses to be takenout of the organization table according
to the organization reference of the affected entity.
Addresses may be overridden by orgunit references.
General
-------
1. The role assignments shown above results in permissions
to be maintained.
2. Do we use the term 'company' as in the GUI or 'organization'
as in the database? (No preferences from my side ... only
that there should be a common understanding).
3. Should there be a more sophisticated relationship between
entities and organizations (also orgunits)? May like
If a product is assigned to company A and B:
May both companies change product details or should
there still be an ownership assigned to one of the
companies?
This could be done using flags in the entity2org table
but would result in more sophisticated GUI operations.
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