lajeesh k
lajeesh k

Reputation: 335

vtiger : create new module or add blocks to account module

Please have a look on to the specification given below. I have a doubt that whether I need to create a new module named "callout" or add blocks to existing module account. The reason for the doubt is the line "The following new blocks should be associated with the Accounts Module" in specification . What is it mean ?. Do i need to create a callout module and make the account module as a related module or add all the given blocks to the existing account module ?.

Callout Add-on Module

Introduction

The purpose of the Callout Add-on Module is to provide an interface where callout incidents can be tracked through their entire lifecycle, from callout incident creation through to invoice. The reason for the doubt is the line "The following new blocks should be associated with the Accounts Module;" in the given specification. What is mean by that ?. do i need to create a callout module and make the account module as related module ? or add all the given blocks in account module itself. Please help its very urgent

Table Schema

The following new blocks should be associated with the Accounts Module;

New block title: Response Service Providers RSP Name – drop-down – taken from vTiger Vendors RSP Phone - Lookup

Notes: Require the ability to create multiple Response Service Providers

New block title: General Keyholding Information Key Location – drop down – taken from vTiger Vendors Nearest Tube, Parking – text 50 chars External patrol –

New block title: Premises Entry Instructions – text 500 chars (include the following notation; including doors to open, lights, light switch location, cautions and gotchas) Fire Exits

New block title: Alarm Details Keypad Location – text 50 chars Alarm Code – text 50 chars Un-setting Procedure – text 50 chars Password – text 50 chars Reset Procedure – text 50 chars Alarm Response Company – dropdown – taken from vTiger Vendors Service Telephone Number – text 50 chars Alarm Company Reference – text 50 chars ARC Telephone Numbers – text 50 chars ARC Reference – text 50 chars Alarm Reset – text 50 chars Zone Chart – text 50 chars Main Alarm Control Location – text 50 chars

New block title: Health and Safety Interior Risks - text 50 chars Exterior Risks - text 50 chars Other risks – text 50 chars

New block title: Utilities Cleaning Company – text 50 chars Cleaning Company Hours – text 50 chars Location of gas – text 50 chars Location of water – text 50 chars Location of electricity – text 50 chars Authorisation for temporary repairs – text 50 chars

New block title: Fire Alarm Fire alarm instructions – text 50 chars

New Callout Add-on Module – Phase 1

Written in PHP & MySQL

Initial logon screen to include: company code, username and password. Username and passwords are those created and maintained in vTiger. Notes: Company code logon required to differentiate client vTiger databases, i.e. CKH London, CKH Manchester, CKH Bristol etc. 5 logon attempts only and then lockout for 30 mins

On successful logon, secondary screen is Control Desk summary view of active callouts. Only show one line per callout record with the following column titles; CKH No Account Name Response Service Provider Name Response Service Phone Status Include ability to sort active callouts by all column titles by clicking on column title Note: May want colour coding of active callouts – tbd

Include New Callout button Provide a search box where any detail of the vTiger account can be entered, i.e. CKH No, address, postcode etc. Once located, then provide the ability to enter the following information; Alarm Activation Received - date & time ARC Name - lookup ARC Operators Reference Job Accepted – date & time Job Accepted By – text 50 chars RSP Name – dropdown RSP Accepted – date and time RSP Accepted By – text 50 chars RSP Acceptance Ref – text 50 chars Keyguard Name – text 50 chars Keyguard Mobile Number – text 50 chars All information above to be provided by the Controller

When the new callout is saved, a unique callout ref is generated and also a callout password.

Include Text To… button to text the information to the Keyguard (specific text information to be provided)

Include ability to edit active callouts by clicking on any item of one line callout summary. Edit screen to include the following additional information; Callout Ref Callout Password

New Android application: Keyguard logon screen (using Callout Ref and password obtained verbally from Controller or from text message).

Alarm Activation Received - date & time ARC Name - lookup ARC Operators Reference Job Accepted – date & time Job Accepted By – text 50 chars RSP Name – dropdown RSP Accepted – date and time RSP Accepted By – text 50 chars RSP Acceptance Ref – text 50 chars Keyguard Name – text 50 chars (can be edited by the Keyguard) Keyguard Mobile Number – text 50 chars (can be edited by the Keyguard) All information above to be available to the Keyguard but read-only

Additional information that can be edited by the Keyguard; Time on Site – date & time Alarm System Display – text 50 chars Cause of Activation – text 250 chars Persons on Site – text 50 chars Persons Called to Site – text 50 chars Method of Alarm Reset – text 50 chars Time of Alarm Reset – date & time Notes – text 250 chars Time Leaving Site – date & time Controller confirmation of alarm armed – date & time

New Callout Add-on Module – Phase 2 Overview Once the Keyguard has left the site and the controller has confirmed that the alarm has been armed the Controller changes the callout status to “Ready for Validation”. This triggers the Callout Validation process. A member of CKH must validate the callout incident. An automated e-Mail then goes to the Account Contact with the details of the callout and an Invoice is generated.

Upvotes: 0

Views: 2424

Answers (1)

pratik
pratik

Reputation: 983

To add the block or add the fields in exiting module

$Vtiger_Utils_Log = true;

include_once('vtlib/Vtiger/Menu.php');

include_once('vtlib/Vtiger/Module.php');

$module = new Vtiger_Module();

$module->name = 'Accounts';

$module = $module->getInstance('Accounts');

// Add the basic module block

$block1 = new Vtiger_Block();

$block1->label = 'LBL_ACCOUNT_INFORMATION';

$block1 = $block1->getInstance($block1->label,$module);

$field3 = new Vtiger_Field();

$field3->name = 'orgtype';

$field3->table = $module->basetable;

$field3->label = 'Account Type';

$field3->column = 'orgtype';

$field3->columntype = 'VARCHAR(255)';

$field3->uitype = 2;

$field3->typeofdata = 'V~M';

$block1->addField($field3);

Upvotes: 2

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