forked from Wavyzz/dolibarr
New: A customer can also be a prospect.
This commit is contained in:
@@ -4,6 +4,7 @@ English Dolibarr ChangeLog
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***** ChangeLog for 2.8 compared to 2.7 *****
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For users:
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- New: A customer can also be a prospect.
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- New: task #9802 : Can link an action to a project.
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- New: Initial sold can be conciliated.
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- New: task #9935: Can edit accountancy code.
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@@ -152,7 +152,7 @@ print '</td></tr>';
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if ($_GET['type'] == 0 && $conf->global->CATEGORY_ASSIGNED_TO_A_CUSTOMER && !$categorie->id_mere)
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{
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print '<tr><td>'.$langs->trans ("AssignedToCustomer").'</td><td>';
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print $html->select_societes($categorie->socid,'socid','s.client = 1 AND s.fournisseur = 0',1);
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print $html->select_societes($categorie->socid,'socid','s.client IN (1, 3) AND s.fournisseur = 0',1);
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print '</td></tr>';
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print '<input type="hidden" name="catMere" value="-1">';
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print '<input type="hidden" name="visible" value="1">';
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@@ -247,7 +247,7 @@ if ($user->rights->categorie->creer)
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else
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{
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print '<tr><td>'.$langs->trans ("AssignedToCustomer").'</td><td>';
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print $html->select_societes($_REQUEST['socid_id'],'socid','s.client = 1 AND s.fournisseur = 0',1);
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print $html->select_societes($_REQUEST['socid_id'],'socid','s.client IN (1, 3) AND s.fournisseur = 0',1);
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print '</td></tr>';
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print '<input type="hidden" name="catMere" value="-1">';
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print '<input type="hidden" name="visible" value="1">';
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@@ -97,7 +97,7 @@ class Client extends Societe
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$sql.= " WHERE sc.fk_user = " .$user->id;
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$clause = "AND";
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}
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$sql.= " ".$clause." s.client in (1,2)";
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$sql.= " ".$clause." s.client in (1,2,3)";
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$sql.= " AND s.entity = ".$conf->entity;
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$sql.= " GROUP BY s.client";
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@@ -106,8 +106,8 @@ class Client extends Societe
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{
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while ($obj=$this->db->fetch_object($resql))
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{
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if ($obj->client == 1) $this->nb["customers"]=$obj->nb;
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if ($obj->client == 2) $this->nb["prospects"]=$obj->nb;
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if ($obj->client == 1 || $obj->client == 3) $this->nb["customers"]+=$obj->nb;
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if ($obj->client == 2 || $obj->client == 3) $this->nb["prospects"]+=$obj->nb;
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}
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return 1;
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}
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@@ -19,10 +19,10 @@
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*/
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/**
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\file htdocs/comm/clients.php
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\ingroup commercial, societe
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\brief Liste des clients
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\version $Id$
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* \file htdocs/comm/clients.php
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* \ingroup commercial, societe
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* \brief List of customers
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* \version $Id$
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*/
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require("./pre.inc.php");
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@@ -60,7 +60,7 @@ $sql.= " FROM ".MAIN_DB_PREFIX."societe as s";
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$sql.= ", ".MAIN_DB_PREFIX."c_stcomm as st";
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if (!$user->rights->societe->client->voir) $sql.= ", ".MAIN_DB_PREFIX."societe_commerciaux as sc";
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$sql.= " WHERE s.fk_stcomm = st.id";
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$sql.= " AND s.client=1";
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$sql.= " AND s.client IN (1, 3)";
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$sql.= " AND s.entity = ".$conf->entity;
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if (!$user->rights->societe->client->voir) $sql.= " AND s.rowid = sc.fk_soc AND sc.fk_user = " .$user->id;
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if ($socid) $sql.= " AND s.rowid = ".$socid;
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@@ -82,8 +82,8 @@ $sql.= " LEFT JOIN ".MAIN_DB_PREFIX."societe as s ON s.rowid = p.fk_soc";
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$sql.= " WHERE s.fk_stcomm = st.id";
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$sql.= " AND p.entity = ".$conf->entity;
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if (!$user->rights->societe->client->voir && !$socid) $sql.= " AND s.rowid = sc.fk_soc AND sc.fk_user = " .$user->id;
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if ($type == "c") $sql.= " AND s.client = 1";
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if ($type == "p") $sql.= " AND s.client = 2";
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if ($type == "c") $sql.= " AND s.client IN (1, 3)";
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if ($type == "p") $sql.= " AND s.client IN (2, 3)";
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if ($type == "f") $sql.= " AND s.fournisseur = 1";
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if ($socid) $sql.= " AND s.rowid = ".$socid;
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@@ -350,7 +350,7 @@ if ($conf->societe->enabled && $user->rights->societe->lire)
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$sql = "SELECT s.rowid,s.nom,s.client,s.tms";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe as s";
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if (!$user->rights->societe->client->voir && !$socid) $sql.= ", ".MAIN_DB_PREFIX."societe_commerciaux as sc";
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$sql.= " WHERE s.client IN (1,2)";
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$sql.= " WHERE s.client IN (1, 2, 3)";
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$sql.= " AND s.entity = ".$conf->entity;
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if (!$user->rights->societe->client->voir && !$socid) $sql.= " AND s.rowid = sc.fk_soc AND sc.fk_user = " .$user->id;
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if ($socid) $sql.= " AND s.rowid = $socid";
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@@ -366,7 +366,9 @@ if ($conf->societe->enabled && $user->rights->societe->lire)
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print '<table class="noborder" width="100%">';
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print '<tr class="liste_titre">';
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print '<td colspan="3">'.$langs->trans("BoxTitleLastCustomersOrProspects",$max).'</td></tr>';
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print '<td colspan="2">'.$langs->trans("BoxTitleLastCustomersOrProspects",$max).'</td>';
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print '<td align="right">'.$langs->trans("DateModificationShort").'</td>';
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print '</tr>';
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if ($num)
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{
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$company=new Societe($db);
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@@ -379,8 +381,9 @@ if ($conf->societe->enabled && $user->rights->societe->lire)
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print '<tr '.$bc[$var].'>';
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print '<td nowrap="nowrap">'.$company->getNomUrl(1,'customer',48).'</td>';
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print '<td align="right" nowrap>';
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if ($objp->client == 1) print $langs->trans("Customer");
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if ($objp->client == 2) print $langs->trans("Prospect");
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if ($objp->client == 2 || $objp->client == 3) print $langs->trans("Prospect");
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if ($objp->client == 3) print ' / ';
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if ($objp->client == 1 || $objp->client == 3) print $langs->trans("Customer");
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print "</td>";
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print '<td align="right" nowrap>'.dol_print_date($db->jdate($objp->tms),'day')."</td>";
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print '</tr>';
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@@ -19,11 +19,11 @@
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*/
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/**
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\file htdocs/comm/prospect/index.php
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\ingroup commercial
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\brief Page accueil de la zone prospection
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\version $Id$
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*/
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* \file htdocs/comm/prospect/index.php
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* \ingroup commercial
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* \brief Page accueil de la zone prospection
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* \version $Id$
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*/
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require("./pre.inc.php");
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require_once(DOL_DOCUMENT_ROOT."/lib/agenda.lib.php");
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@@ -39,7 +39,7 @@ if ($user->societe_id > 0)
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/*
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* Affichage zone prospect
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* View
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*/
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llxHeader();
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@@ -74,7 +74,7 @@ $sql.= " FROM ".MAIN_DB_PREFIX."societe as s";
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$sql.= ", ".MAIN_DB_PREFIX."c_stcomm as st ";
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if (!$user->rights->societe->client->voir && !$socid) $sql.= ", ".MAIN_DB_PREFIX."societe_commerciaux as sc";
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$sql.= " WHERE s.fk_stcomm = st.id";
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$sql.= " AND s.client = 2";
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$sql.= " AND s.client IN (2, 3)";
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$sql.= " AND s.entity = ".$conf->entity;
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if (!$user->rights->societe->client->voir && !$socid) $sql.= " AND s.rowid = sc.fk_soc AND sc.fk_user = " .$user->id;
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$sql.= " GROUP BY st.id";
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@@ -153,7 +153,7 @@ if ($_GET["action"] == 'cstc')
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/*
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* Affichage liste
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* View
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*/
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$sql = "SELECT s.rowid, s.nom, s.ville, ".$db->pdate("s.datec")." as datec, ".$db->pdate("s.datea")." as datea,";
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@@ -172,7 +172,7 @@ if ($search_categ) $sql.= ", ".MAIN_DB_PREFIX."categorie_societe as cs";
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$sql.= ", ".MAIN_DB_PREFIX."societe as s";
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$sql.= " LEFT JOIN ".MAIN_DB_PREFIX."c_departements as d on (d.rowid = s.fk_departement)";
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$sql.= " WHERE s.fk_stcomm = st.id";
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$sql.= " AND s.client = 2";
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$sql.= " AND s.client in (2, 3)";
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$sql.= " AND s.entity = ".$conf->entity;
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if ($user->societe_id) $sql.= " AND s.rowid = " .$user->societe_id;
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// Join for the needed table to filter by sale
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@@ -2178,7 +2178,7 @@ class Commande extends CommonObject
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$sql = "SELECT rowid";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe";
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$sql.= " WHERE client = 1";
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$sql.= " WHERE client IN (1, 3)";
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$sql.= " AND entity = ".$conf->entity;
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$sql.= " LIMIT 10";
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@@ -471,7 +471,7 @@ if ($conf->societe->enabled && $user->rights->societe->lire)
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$sql = "SELECT s.nom, s.rowid, ".$db->pdate("s.datec")." as dc";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe as s";
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if (!$user->rights->societe->client->voir && !$user->societe_id) $sql.= ", ".MAIN_DB_PREFIX."societe_commerciaux as sc";
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$sql.= " WHERE s.client = 1";
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$sql.= " WHERE s.client IN (1, 3)";
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$sql.= " AND s.entity = ".$conf->entity;
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if (!$user->rights->societe->client->voir && !$user->societe_id) $sql.= " AND s.rowid = sc.fk_soc AND sc.fk_user = " .$user->id;
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if ($socid) $sql.= " AND s.rowid = ".$socid;
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@@ -78,7 +78,7 @@ if ($type == "o") {
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$titre=$langs->trans("ListOfContacts").' ('.$langs->trans("OthersNotLinkedToThirdParty").')';
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$urlfiche="";
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}
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if ($view == 'phone') { $text="( Vue Telephones)"; }
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if ($view == 'phone') { $text=" (Vue Telephones)"; }
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if ($view == 'mail') { $text=" (Vue EMail)"; }
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if ($view == 'recent') { $text=" (Recents)"; }
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$titre = $titre." $text";
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@@ -160,11 +160,11 @@ if ($type == "f") // filtre sur type
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}
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if ($type == "c") // filtre sur type
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{
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$sql .= " AND client = 1";
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$sql .= " AND client IN (1, 3)";
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}
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if ($type == "p") // filtre sur type
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{
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$sql .= " AND client = 2";
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$sql .= " AND client IN (2, 3)";
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}
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if ($sall)
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{
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@@ -150,7 +150,7 @@ class Don extends CommonObject
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$sql = "SELECT rowid";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe";
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$sql.= " WHERE client = 1";
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$sql.= " WHERE client IN (1, 3)";
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$sql.= " AND entity = ".$conf->entity;
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$sql.= " LIMIT 10";
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@@ -733,7 +733,7 @@ class Expedition extends CommonObject
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$sql = "SELECT rowid";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe";
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$sql.= " WHERE client = 1";
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$sql.= " WHERE client IN (1, 3)";
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$sql.= " AND entity = ".$conf->entity;
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$sql.= " LIMIT 10";
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@@ -2676,7 +2676,7 @@ class Facture extends CommonObject
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$sql = "SELECT rowid";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe";
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$sql.= " WHERE client = 1";
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$sql.= " WHERE client IN (1, 3)";
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$sql.= " AND entity = ".$conf->entity;
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$sql.= " LIMIT 10";
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@@ -675,7 +675,7 @@ class Fichinter extends CommonObject
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$socids = array();
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$sql = "SELECT rowid";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe";
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$sql.= " WHERE client = 1";
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$sql.= " WHERE client IN (1, 3)";
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$sql.= " AND entity = ".$conf->entity;
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$sql.= " LIMIT 10";
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$resql = $this->db->query($sql);
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@@ -70,7 +70,7 @@ class box_clients extends ModeleBoxes {
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$sql = "SELECT s.nom, s.rowid as socid, s.tms";
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$sql .= " FROM ".MAIN_DB_PREFIX."societe as s";
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if (!$user->rights->societe->client->voir && !$user->societe_id) $sql.= ", ".MAIN_DB_PREFIX."societe_commerciaux as sc";
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$sql.= " WHERE s.client = 1";
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$sql.= " WHERE s.client IN (1, 3)";
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$sql.= " AND s.entity = ".$conf->entity;
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if (!$user->rights->societe->client->voir && !$user->societe_id) $sql.= " AND s.rowid = sc.fk_soc AND sc.fk_user = " .$user->id;
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if ($user->societe_id) $sql.= " AND s.rowid = $user->societe_id";
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@@ -74,7 +74,7 @@ class box_prospect extends ModeleBoxes {
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$sql = "SELECT s.nom, s.rowid as socid, s.fk_stcomm, s.tms";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe as s";
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if (!$user->rights->societe->client->voir && !$user->societe_id) $sql.= ", ".MAIN_DB_PREFIX."societe_commerciaux as sc";
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$sql.= " WHERE s.client = 2";
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$sql.= " WHERE s.client IN (2, 3)";
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$sql.= " AND s.entity = ".$conf->entity;
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if (!$user->rights->societe->client->voir && !$user->societe_id) $sql.= " AND s.rowid = sc.fk_soc AND sc.fk_user = " .$user->id;
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if ($user->societe_id) $sql.= " AND s.rowid = ".$user->societe_id;
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@@ -65,7 +65,7 @@ class mailing_poire extends MailingTargets
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$statssql[0].= " WHERE s.rowid = c.fk_soc";
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$statssql[0].= " AND s.entity = ".$conf->entity;
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$statssql[0].= " AND c.entity = ".$conf->entity;
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$statssql[0].= " AND s.client = 1";
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$statssql[0].= " AND s.client IN (1, 3)";
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$statssql[0].= " AND c.email != ''";
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return $statssql;
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@@ -720,7 +720,7 @@ class Livraison extends CommonObject
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$sql = "SELECT rowid";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe";
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$sql.= " WHERE client = 1";
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$sql.= " WHERE client IN (1, 3)";
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$sql.= " AND entity = ".$conf->entity;
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$sql.= " LIMIT 10";
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@@ -113,7 +113,7 @@ if (($_GET["action"] == 'import' ) && ( $_GET["custid"] != '' ) && ($user->right
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$societe->siren = '';
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$societe->siret = '';
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$societe->ape = '';
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$societe->client = 1; // mettre 0 si prospect
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$societe->client = 1; // put 0 if prospect
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}
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/* utilisation de la table de transco*/
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@@ -130,29 +130,30 @@ if ($action == '' && !$cancel) {
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$societe->tel = $osc_cust->osc_custtel;
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$societe->fax = $osc_cust->osc_custfax;
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$societe->email = $osc_cust->osc_custmail;
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/* on force */
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/* on force */
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$societe->url = '';
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$societe->siren = '';
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$societe->siret = '';
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$societe->ape = '';
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$societe->client = 1; // mettre 0 si prospect
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$societe->client = 1; // put 0 if prospect
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$cl = $societe->create($user);
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if ($cl == 0)
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{
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$commande->socid = $societe->id;
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print '<p>cr<63>ation r<>ussie nouveau client/prospect : '.$societe->nom;
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print $langs->trans("CustomerCreated",$societe->nom);
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$res = $osc_cust->transcode($osc_cust->osc_custid,$societe->id);
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print ' : Id Dolibarr '.$societe->id.' , Id osc : '.$osc_cust->osc_custid.'</p>';
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}
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else
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{
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print '<p>cr<EFBFBD>ation impossible client : '. $osc_cust->osc_custid .'</p>';
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print 'Failed to create customer : '. $osc_cust->osc_custid ;
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exit;
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}
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}
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}
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// v<>rifier l'existence des produits command<6E>s
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// verifier l'existence des produits commandes
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$osc_product = new Osc_Product($db);
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$err = 0;
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@@ -1874,7 +1874,7 @@ class Propal extends CommonObject
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$socids = array();
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$sql = "SELECT rowid";
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$sql.= " FROM ".MAIN_DB_PREFIX."societe";
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$sql.= " WHERE client = 1";
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$sql.= " WHERE client IN (1, 3)";
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$sql.= " AND entity = ".$conf->entity;
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$sql.= " LIMIT 10";
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$resql = $this->db->query($sql);
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@@ -19,21 +19,19 @@
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*/
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||||
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/**
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\file htdocs/prospect.class.php
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\ingroup societe
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||||
\brief Fichier de la classe des prospects
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||||
\version $Id$
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||||
*/
|
||||
|
||||
|
||||
/**
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||||
\class Prospect
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||||
\brief Classe permettant la gestion des prospects
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||||
* \file htdocs/prospect.class.php
|
||||
* \ingroup societe
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||||
* \brief Fichier de la classe des prospects
|
||||
* \version $Id$
|
||||
*/
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||||
|
||||
include_once(DOL_DOCUMENT_ROOT."/societe.class.php");
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||||
|
||||
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||||
/**
|
||||
* \class Prospect
|
||||
* \brief Classe permettant la gestion des prospects
|
||||
*/
|
||||
class Prospect extends Societe
|
||||
{
|
||||
var $db;
|
||||
@@ -57,7 +55,7 @@ class Prospect extends Societe
|
||||
|
||||
/**
|
||||
* \brief Charge indicateurs this->nb de tableau de bord
|
||||
* \return int <0 si ko, >0 si ok
|
||||
* \return int <0 if KO, >0 if OK
|
||||
*/
|
||||
function load_state_board()
|
||||
{
|
||||
@@ -74,16 +72,17 @@ class Prospect extends Societe
|
||||
$sql.= " WHERE sc.fk_user = " .$user->id;
|
||||
$clause = "AND";
|
||||
}
|
||||
$sql.= " ".$clause." s.client in (1,2)";
|
||||
$sql.= " ".$clause." s.client in (1,2,3)";
|
||||
$sql.= " AND s.entity = ".$conf->entity;
|
||||
$sql.= " GROUP BY s.client";
|
||||
|
||||
$resql=$this->db->query($sql);
|
||||
if ($resql)
|
||||
{
|
||||
while ($obj=$this->db->fetch_object($resql))
|
||||
{
|
||||
if ($obj->client == 1) $this->nb["customers"]=$obj->nb;
|
||||
if ($obj->client == 2) $this->nb["prospects"]=$obj->nb;
|
||||
if ($obj->client == 1 || $obj->client == 3) $this->nb["customers"]+=$obj->nb;
|
||||
if ($obj->client == 2 || $obj->client == 3) $this->nb["prospects"]+=$obj->nb;
|
||||
}
|
||||
return 1;
|
||||
}
|
||||
|
||||
@@ -420,7 +420,7 @@ $_GET["action"] == 'create' || $_POST["action"] == 'create')
|
||||
// Prospect/Customer
|
||||
print '<tr><td width="25%">'.$langs->trans('ProspectCustomer').'</td><td width="25%"><select class="flat" name="client">';
|
||||
print '<option value="2"'.($soc->client==2?' selected="true"':'').'>'.$langs->trans('Prospect').'</option>';
|
||||
if ($conf->global->SOCIETE_PROSPECTANDCUSTOMER) print '<option value="3"'.($soc->client==3?' selected="true"':'').'>'.$langs->trans('ProspectCustomer').'</option>';
|
||||
print '<option value="3"'.($soc->client==3?' selected="true"':'').'>'.$langs->trans('ProspectCustomer').'</option>';
|
||||
print '<option value="1"'.($soc->client==1?' selected="true"':'').'>'.$langs->trans('Customer').'</option>';
|
||||
print '<option value="0"'.($soc->client==0?' selected="true"':'').'>'.$langs->trans('NorProspectNorCustomer').'</option>';
|
||||
print '</select></td>';
|
||||
@@ -751,7 +751,7 @@ elseif ($_GET["action"] == 'edit' || $_POST["action"] == 'edit')
|
||||
// Prospect/Customer
|
||||
print '<tr><td width="25%">'.$langs->trans('ProspectCustomer').'</td><td width="25%"><select class="flat" name="client">';
|
||||
print '<option value="2"'.($soc->client==2?' selected="true"':'').'>'.$langs->trans('Prospect').'</option>';
|
||||
if ($conf->global->SOCIETE_PROSPECTANDCUSTOMER) print '<option value="3"'.($soc->client==3?' selected="true"':'').'>'.$langs->trans('ProspectCustomer').'</option>';
|
||||
print '<option value="3"'.($soc->client==3?' selected="true"':'').'>'.$langs->trans('ProspectCustomer').'</option>';
|
||||
print '<option value="1"'.($soc->client==1?' selected="true"':'').'>'.$langs->trans('Customer').'</option>';
|
||||
print '<option value="0"'.($soc->client==0?' selected="true"':'').'>'.$langs->trans('NorProspectNorCustomer').'</option>';
|
||||
print '</select></td>';
|
||||
|
||||
@@ -998,12 +998,18 @@ class Societe extends CommonObject
|
||||
{
|
||||
if ($this->id)
|
||||
{
|
||||
$newclient=1;
|
||||
if ($this->client == 2 || $this->client == 3) $newclient=3; //If prospect, we keep prospect tag
|
||||
$sql = "UPDATE ".MAIN_DB_PREFIX."societe";
|
||||
$sql.= " SET client = 1";
|
||||
$sql.= " SET client = ".$newclient;
|
||||
$sql.= " WHERE rowid = " . $this->id;
|
||||
|
||||
$resql=$this->db->query($sql);
|
||||
if ($resql) return 1;
|
||||
if ($resql)
|
||||
{
|
||||
$this->client = $newclient;
|
||||
return 1;
|
||||
}
|
||||
else return -1;
|
||||
}
|
||||
return 0;
|
||||
|
||||
Reference in New Issue
Block a user