[VtigerCRM][修改] Vtiger 5.4.0 相關問題總整理

這裡開始集結使用過程當中的Vtiger v5.4.0 Code修改方式，根據我所碰到的問題做總整理。如果你有類似的問題可參考參考...如果有問題想請教不會改，可以在這裡留言發問，我有空會來研究一下 ^3^

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報價單的稅率類型更改為Gruop預設
大部分的報價都是最後再乘%數，很少國內有人會個別算%在總結。為了簡化報價單的步驟，直接調整Tax原本單一預設成群組

修改 /Smarty/templates/Inventory/ProductDetails.tpl

      <td class="dvInnerHeader" align="center" colspan="2">  
           <b>{$APP.LBL_TAX_MODE}</b>&nbsp;&nbsp;  
           <select id="taxtype" name="taxtype" onchange="decideTaxDiv(); calcTotal();">  
                <OPTION value="individual" selected>{$APP.LBL_INDIVIDUAL}</OPTION>  
                <OPTION value="group">{$APP.LBL_GROUP}</OPTION>  
           </select>  
      </td>  

變更為

      <td class="dvInnerHeader" align="center" colspan="2">  
           <b>{$APP.LBL_TAX_MODE}</b>&nbsp;&nbsp;  
           <select id="taxtype" name="taxtype" onchange="decideTaxDiv(); calcTotal();">  
                <OPTION value="individual">{$APP.LBL_INDIVIDUAL}</OPTION>  
                <OPTION value="group" selected>{$APP.LBL_GROUP}</OPTION>  
           </select>  
      </td>  

同時文件底部追加

 <script>   
 decideTaxDiv();   
 </script>   

為什麼追加我也不清楚，只是強迫decideTaxDiv()再執行一次才能正確預設化，少這一步驟會沒辦法自動預設。

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調整Vtiger的小數點問題
本篇主要講解如何調整Vtiger的小數點問題，在台灣地區的NTD貨幣值屬於整數(沒有小數點)，而Vtiger是美國所開發出來的。根據歷史到現在一直是預設有.00的數值存在。之前使用的Vtiger 5.0.4也是這樣的困擾，老闆也曾跟我反映.00在報價單上很討厭...

Vtiger在很多國家被使用，相對每個國家的貨幣不全都是.00的屬性，上官網查一下原來這個問題已經被解決到付費版的Vtiger裡去，由於我們使用免錢的Open Source版本，自然得自己想辦法 (免費版的壞處就是自己開發改Code...)

以下是根據Vtiger 5.4.0所實驗出來的，舊版本可參考泡製。這一段可以改善所有的.00，包含報價單上的所有數據以及介面上的價格。而還不包含介面上的數量跟庫存的小數點調整(其實到這裡已經不影響到客戶觀感了)

做法很簡單，在include內的php檔案當中，找出所有跟number_format有關的函數，將後面的數據2改成0，這樣就不會出現所謂的小數點。如果您使用的國家需要.000就改成3即可。

透過文字編輯器(Notepad++)會更方便，如果不太會使用編輯器，就參考下列慢慢找，將後面()當中的2改成0

譬如$value = number_format($value, 2,'.',''); 變成 $value = number_format($value, 0,'.','');

include\ListView\ListViewController.php (1 hits)

  Line 332:    $value = number_format($value, 2,'.','');  

include\utils\DetailViewUtils.php (15 hits)

  Line 1253:  $qty = number_format($qty, 2,'.',''); //Convert to 2 decimals  
  Line 1257:  $listprice = number_format($listprice, 2,'.',''); //Convert to 2 decimals  
  Line 1267:  $productDiscount = number_format($productDiscount, 2,'.','');  
  Line 1275:  $productDiscount = number_format($productDiscount, 2,'.','');  
  Line 1283:  $totalAfterDiscount = number_format($totalAfterDiscount, 2,'.',''); //Convert to 2 decimals  
  Line 1296:   $individual_taxamount = number_format($individual_taxamount, 2,'.',''); //Convert to 2 decimals  
  Line 1298:   $taxtotal = number_format($taxtotal, 2,'.',''); //Convert to 2 decimals  
  Line 1305:  $netprice = number_format($netprice, 2,'.',''); //Convert to 2 decimals  
  Line 1375: $netTotal = number_format($netTotal, 2,'.',''); //Convert to 2 decimals  
  Line 1390:  $finalDiscount = number_format($finalDiscount, 2,'.','');  
  Line 1395:  $finalDiscount = number_format($finalDiscount, 2,'.','');  
  Line 1436: $shAmount = number_format($shAmount, 2,'.',''); //Convert to 2 decimals  
  Line 1453:  $shtaxamount = number_format($shtaxamount, 2,'.','');  
  Line 1465: $adjustment = number_format($adjustment, 2,'.',''); //Convert to 2 decimals  
  Line 1472: $grandTotal = number_format($grandTotal, 2,'.',''); //Convert to 2 decimals  

 include\utils\EditViewUtils.php (10 hits)

  Line 1652:  $qty = number_format($qty, 2,'.',''); //Convert to 2 decimals  
  Line 1653:  $listprice = number_format($listprice, 2,'.',''); //Convert to 2 decimals  
  Line 1662:  $discount_amount = number_format($discount_amount, 2,'.',''); //Convert to 2 decimals  
  Line 1749: $subTotal = number_format($subTotal, 2,'.',''); //Convert to 2 decimals  
  Line 1754: $discountAmount = number_format($discountAmount, 2,'.',''); //Convert to 2 decimals  
  Line 1778: $finalDiscount = number_format($finalDiscount, 2,'.',''); //Convert to 2 decimals  
  Line 1804:  $taxamount = number_format($taxamount, 2,'.',''); //Convert to 2 decimals  
  Line 1815: $shCharge = number_format($shCharge, 2,'.',''); //Convert to 2 decimals  
  Line 1846: $adjustment = number_format($adjustment, 2,'.',''); //Convert to 2 decimals  
  Line 1851: $grandTotal = number_format($grandTotal, 2,'.',''); //Convert to 2 decimals  

 include\InventoryPDFController.php (6 hits)

  Line 113:  $taxable_total = number_format($taxable_total, 2,'.',''); //Convert to 2 decimals  
  Line 124:  $producttotal_taxes = number_format($producttotal_taxes, 2,'.',''); //Convert to 2 decimals  
  Line 126:  $producttotal = number_format($producttotal, 2,'.',''); //Convert to 2 decimals  
  Line 129:  $totaltaxes = number_format($totaltaxes, 2,'.',''); //Convert to 2 decimals  
  Line 183:  $netTotal = number_format(($netTotal + $this->totaltaxes), 2,'.', '');  
  Line 404:  return number_format($value);  

根據以上調整，在報價單上與介面進行數字輸入時都將不影響貨幣上的單位問題。如果您跟我一樣賭爛小數點，可以直接對資料庫的結構型態做調整，一但這樣做，連顯示都沒有小數點的困擾

請修改以下的DB Table
vtiger_products -> qtyinstock -> decimal(25,0)
vtiger_products -> qty_per_unit -> decimal(11,0)

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調整列表的顯示筆數
預設顯示資料列表為20，在檢視與批次調整時不太方便，可以自行更改欲顯示的筆數量。數字別太高小心掛掉，建議100以下

修改根目錄下的config.inc.php

 // list_max_entries_per_page default value = 20  
 $list_max_entries_per_page = '100';  

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關閉內建的PDF功能顯示
由於使用外掛的PDF Marker的彈性與便利性夠滿足，為了避免使用者誤觸原內建的PDF，可以調整顯示為關閉

修改/Smarty/templates/Inventory/InventoryActions.tpl，將下列Code做為隱藏

 <!-- Following condition is added to avoid the Tools section in Products and Vendors because we are not providing the Print and Email Now links throughout all the modules. when we provide these links we will remove this if condition -->  
 {if $MODULE neq 'Products' && $MODULE neq 'Services' && $MODULE neq 'Vendors' && $MODULE neq 'PriceBooks'}  
   <tr>  
      <td align="left">  
           <span class="genHeaderSmall">{$APP.Tools}</span><br />   
      </td>  
   </tr>  
 <!-- To display the Export To PDF link for PO, SO, Quotes and Invoice - starts -->  
 {if $MODULE eq 'PurchaseOrder' || $MODULE eq 'SalesOrder' || $MODULE eq 'Quotes' || $MODULE eq 'Invoice'}  
      {if $MODULE eq 'SalesOrder'}  
           {assign var=export_pdf_action value="CreateSOPDF"}  
      {else}  
           {assign var=export_pdf_action value="CreatePDF"}  
      {/if}  
   <tr>  
      <td align="left" style="padding-left:10px;">  
           <a href="index.php?module={$MODULE}&action={$export_pdf_action}&return_module={$MODULE}&return_action=DetailView&record={$ID}&return_id={$ID}" class="webMnu"><img src="{'actionGeneratePDF.gif'|@vtiger_imageurl:$THEME}" hspace="5" align="absmiddle" border="0"/></a>  
         <a href="index.php?module={$MODULE}&action={$export_pdf_action}&return_module={$MODULE}&return_action=DetailView&record={$ID}&return_id={$ID}" class="webMnu">{$APP.LBL_EXPORT_TO_PDF}</a>  
      </td>  
   </tr>  
 {if $MODULE eq 'PurchaseOrder' || $MODULE eq 'SalesOrder' || $MODULE eq 'Quotes' || $MODULE eq 'Invoice'}  
 <!-- Added to give link to send Invoice PDF through mail -->  
  <tr>  
      <td align="left" style="padding-left:10px;">  
           <a href="javascript: document.DetailView.return_module.value='{$MODULE}'; document.DetailView.return_action.value='DetailView'; document.DetailView.module.value='{$MODULE}'; document.DetailView.action.value='SendPDFMail'; document.DetailView.record.value='{$ID}'; document.DetailView.return_id.value='{$ID}'; sendpdf_submit();" class="webMnu"><img src="{'PDFMail.gif'|@vtiger_imageurl:$THEME}" hspace="5" align="absmiddle" border="0"/></a>  
           <a href="javascript: document.DetailView.return_module.value='{$MODULE}'; document.DetailView.return_action.value='DetailView'; document.DetailView.module.value='{$MODULE}'; document.DetailView.action.value='SendPDFMail'; document.DetailView.record.value='{$ID}'; document.DetailView.return_id.value='{$ID}'; sendpdf_submit();" class="webMnu">{$APP.LBL_SEND_EMAIL_PDF}</a>   
      </td>  
   </tr>  
 {/if}  
 {/if}  
 <!-- Above if condition is added to avoid the Tools section in Products and Vendors because we are not providing the Print and Email Now links throughout all the modules. when we provide these links we will remove this if condition -->  

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調整統計圖的亂碼問題
統計圖的亂碼問題，跟以前一樣。不過參考以前的修改方式卻無法成功。主要是因為v5.4.0的版本雞婆的對中文的繁體與簡體做差異，所以修改地方有出落

1. 先下載喜歡的字型(推薦)，放置到/Image/Canvas/Fonts/內
2. 修改Image/Canvas/Fonts/fontmap.txt，清單表內追加新的字型選擇fireflysung,fireflysung.ttf
3. 修改include/utils/GraphUtils.php

 DEFINE("FF_DEJAVUSAN",'fireflysung');  <-繁體中文修改這裡
 // Chinese font  
 DEFINE("FF_SIMSUN",'Simsun');  
 DEFINE("FF_CHINESE",'Chinese');  
 DEFINE("FF_BIG5",'Big5');  
 DEFINE("FF_FONT1",'Vera');  <- 簡體中文修改這裡

另外，滑鼠疑過去在圖案上還是會亂碼，還得調整三個地方，將字串換掉

圖表為垂直：modules\Dashboard\vertical_bargraph.php 中的第 46 行。

圖表為水平：modules\Dashboard\horizontal_bargraph.php 中的第 43 行。

圖表為圓形：modules\Dashboard\pie_graph.php 中的第 42 行。

將　$alts[]=htmlentities($name)."=%d";

改為$alts[]=htmlentities($name,ENT_QUOTES,'UTF-8')."=%d";

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調整報表轉Excel的亂碼問題

跟舊版差不多，差異有變。修改modules\Reports\ReportRun.php，調整兩處寫法

foreach($arr_val[0] as $key=>$value) {
 //$worksheet->write(0, $count, $key , $header); <--調整為下方寫法
 $worksheet->write(0, $count, iconv("UTF-8", "Big5", $key) , $header); 
 $count = $count + 1;
}
$rowcount=1;
foreach($arr_val as $key=>$array_value) {
 $dcount = 0;
 foreach($array_value as $hdr=>$value) {
  //$worksheet->write($key+1, $dcount, iconv("UTF-8", "ISO-8859-1", $value)); <--取消隱藏，調整為下方寫法
  $worksheet->write($key+1, $dcount, iconv("UTF-8", "Big5", $value));
  //$value = decode_html($value);<--隱藏
  //$worksheet->write($key+1, $dcount, utf8_decode($value));<--隱藏
  $dcount = $dcount + 1;
 }

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客戶欄位與聯絡人欄位的映射問題

使用一段時間，老闆一直靠北說PDF都沒有把電話印出來...解釋很多次PDF是抓聯絡人Phone和分機而不是抓客戶phone，所以請老闆要詳細的寫聯絡人資料。老闆抱怨太麻煩每次都要打.....(汗)

這時候解釋Vtiger很聰明。如果你是從客戶資料裡去新增聯絡人，那麼連絡人會繼承並映射一些相通欄位(譬如傳真、地址那些)根本不需要每次都打，老闆反應偏偏沒有電話繼承過去...我看了一下，的確Vtiger預設是將Account的phone給Mapping為Contact的other phone，而我PDF撈取的是office phone....

怎麼解決？嗯....思考方向一下應該可有兩個，一個是用Workflow硬把Account_phone=Cantact_phone，但是要找參數很麻煩(=3=)，另一個就是改Code讓原本的映射對到正確的office phone，上官方論壇查古人相同問題而沒人回應....好吧自己查Code慢慢找

就在modules\Contacts\EditView.php  大約67行

 if (isset($_REQUEST['account_id']) && $_REQUEST['account_id'] != '' && $_REQUEST['record'] == '') {  
     require_once('modules/Accounts/Accounts.php');  
     $focus->column_fields['account_id'] = $_REQUEST['account_id'];  
     $acct_focus = new Accounts();  
      $acct_focus->retrieve_entity_info($_REQUEST['account_id'], "Accounts");  
      $focus->column_fields['fax'] = $acct_focus->column_fields['fax'];  
      $focus->column_fields['phone'] = $acct_focus->column_fields['phone'];  <<變成這行
      //$focus->column_fields['otherphone'] = $acct_focus->column_fields['phone'];  <<修改這行
      $focus->column_fields['mailingcity'] = $acct_focus->column_fields['bill_city'];  
      $focus->column_fields['othercity'] = $acct_focus->column_fields['ship_city'];  
      $focus->column_fields['mailingstreet'] = $acct_focus->column_fields['bill_street'];  
      $focus->column_fields['otherstreet'] = $acct_focus->column_fields['ship_street'];  
      $focus->column_fields['mailingstate'] = $acct_focus->column_fields['bill_state'];  
      $focus->column_fields['otherstate'] = $acct_focus->column_fields['ship_state'];  
      $focus->column_fields['mailingzip'] = $acct_focus->column_fields['bill_code'];  
      $focus->column_fields['otherzip'] = $acct_focus->column_fields['ship_code'];  
      $focus->column_fields['mailingcountry'] = $acct_focus->column_fields['bill_country'];  
      $focus->column_fields['othercountry'] = $acct_focus->column_fields['ship_country'];  
      $focus->column_fields['mailingpobox'] = $acct_focus->column_fields['bill_pobox'];  
      $focus->column_fields['otherpobox'] = $acct_focus->column_fields['ship_pobox'];  

這個函式專門處理編輯聯絡人時，將Account的資料映射給Contacts。我只是將otherphone(其他電話)改回phone(辦公室電話)，前提是要從Account那裡去產生Contact才有效！有其他想調整可以泡製。

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系統設置的[屬性(Profile)]編輯功能異常

有人來反應但是說得不太清楚，剛好因為中文化處理到這裡自己才發現這個狀況。在編輯當中保存後會出現無法預料的異狀結果。因為php的緩存陣列不夠用所以沒有回存好。通常發生於php版本5.3以上(?)

碰到此現象，只要在php.ini當中添加或修改以下這行

max_input_vars = 1500

就能正常的對[屬性]進行編輯設定無誤。這個現象也能解決[字段權限]的問題，保存時會花比較久時間需等待。


待續增加中...