[Vtigercrm-developers] [FEATURE REQUEST] Support Multiple SalesOffices

Jens Hamisch jens at Strawberry.COM
Wed Nov 15 03:40:42 PST 2006 


Hi Dennis,
hi *,


it took a while to check everything out and finally to upload
my changes to the SVN, but now I finally managed to do it.
The feature branch 5.1_jens now contains a copy of 5.0.2 plus
the following changes:

    FCR 2035 - Multi Organization and Organization Units support
    Postgres 8.1 support (5.0.2 does not contain all required
	patches)
    FormLetter support (Campaign reports may utilize the contacts
	as secondry table to generate a list of addresses to be
	used as form letter database in openoffice/staroffice/etc)
    Some bugfixes regarding vtiger 5.0.2 
    Account-Contacts filter on SalesOrder-, PurchaseOrder-, Quote-
	and Invoice-Popups): If an account is specified, the popup
	shows only tho contacts related to that account. May be over-
	ridden in the popup).

This version is based on vtiger 5.0.2.
It is almost a snapshot of my working vtiger copy.
It runs stable in the following environment:

    Solaris 10 (Sparc 64 bit)
    Apache 2.2.2
    PHP 5.1.4
    Postgres 8.1.2 (with perl 5.8.7 backend)

It is currently available on SVN only

    svn checkout http://vtiger.fosslabs.com/svn/vtiger/vtigercrm/branches/5.1_jens


The branch also consists of a SQL-Script to migrate an existing database
from 5.0.2 to 5.1_jens:  schema/502To51Jens.sql
This script offers the opportunity to use 5.1_jens on an existing database.
However, I strongly advise to produce and save a backup before doing so.

You may also start on an empty database using the usual installation
prodcedure.

If you start from scratch and populate the database with your entities
(e.g. using a SQL dump from your productive database), you'll have to
adjust the organization assignment before using the database as follows:

    INSERT INTO vtiger_entity2org
	SELECT 'vtiger', crmid, '1' FROM vtiger_crmentity;

Replace 'vtiger' by your organizationname in this case.


I'd appreciate any comments on my addons.

Kind regards,
Jens




On Fri, Aug 25, 2006 at 11:20:17PM +0200, Jens Hamisch wrote:
> 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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> 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.

> _______________________________________________
> 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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