Extend CRM supplier support

1 files changed, 54 insertions, 7 deletions

diff --git a/config.org b/config.org
index cd804b0..b0081c1 100644
--- a/config.org
+++ b/config.org
@@ -297,8 +297,10 @@ overview mode, direct visits reset back to overview mode, and exiting card view
 means widening the buffer and restoring that overview. Keep =CURRENT_FOCUS=
 short and phrase-like so summaries and completion annotations stay readable.
 Person cards use a flat property model in this order: =ROLE=, =TEAM=,
-=MANAGER=, =ENGAGEMENT=, =LOCATION=, and =CURRENT_FOCUS=. =ABBREV= and
-=ALIASES= remain optional helpers for lookup and insertion.
+=MANAGER=, =ENGAGEMENT=, =SUPPLIER=, =LOCATION=, and =CURRENT_FOCUS=.
+=ENGAGEMENT= and =SUPPLIER= both use fixed lookup lists in =ss/crm-add= so
+reports stay consistent. =ABBREV= and =ALIASES= remain optional helpers for
+lookup and insertion.
 
 #+begin_src emacs-lisp
   (require 'seq)
@@ -309,9 +311,17 @@ Person cards use a flat property model in this order: =ROLE=, =TEAM=,
     (expand-file-name "areas/people/people.org" "~/org/")
     "Single source of truth for the people CRM.")
 
-  (defconst ss/crm-engagement-values
-    '("permanent" "contractor" "other")
-    "Allowed engagement values for people cards.")
+  (defconst ss/crm-engagement-options
+    '("Perm" "SOW" "SOW Fixed Outcome" "NCS India")
+    "Canonical engagement values for people cards.")
+
+  (defconst ss/crm-supplier-options
+    '("Accenture Song"
+      "INFOSYS TECHNOLOGIES LIMITED"
+      "MAKK Integrations Pty Ltd"
+      "NCSI Technologies India Private Limited"
+      "TECH MAHINDRA LTD")
+    "Canonical supplier values for people cards.")
 
   (defvar ss/crm--cache nil
     "Cached CRM entries loaded from `ss/crm-file'.")
@@ -343,6 +353,10 @@ Person cards use a flat property model in this order: =ROLE=, =TEAM=,
     "Return the engagement in ENTRY."
     (plist-get entry :engagement))
 
+  (defun ss/crm--entry-supplier (entry)
+    "Return the supplier in ENTRY."
+    (plist-get entry :supplier))
+
   (defun ss/crm--entry-manager (entry)
     "Return the manager in ENTRY."
     (plist-get entry :manager))
@@ -429,6 +443,7 @@ Person cards use a flat property model in this order: =ROLE=, =TEAM=,
                                      :team (org-entry-get nil "TEAM")
                                      :manager (org-entry-get nil "MANAGER")
                                      :engagement (org-entry-get nil "ENGAGEMENT")
+                                     :supplier (org-entry-get nil "SUPPLIER")
                                      :location (org-entry-get nil "LOCATION")
                                      :current-focus (org-entry-get nil "CURRENT_FOCUS")
                                      )
@@ -620,6 +635,35 @@ Person cards use a flat property model in this order: =ROLE=, =TEAM=,
      "People by engagement"
      #'ss/crm--entry-engagement))
 
+  (defun ss/crm-report-by-supplier ()
+    "Show non-empty suppliers grouped by supplier."
+    (interactive)
+    (let ((groups
+           (sort (seq-group-by
+                  #'ss/crm--entry-supplier
+                  (seq-filter
+                   (lambda (entry)
+                     (not (string-empty-p (or (ss/crm--entry-supplier entry) ""))))
+                   (ss/crm-entries)))
+                 (lambda (left right)
+                   (string< (car left) (car right))))))
+      (with-current-buffer (get-buffer-create "*People Report*")
+        (let ((inhibit-read-only t))
+          (erase-buffer)
+          (org-mode)
+          (insert "#+title: People by supplier\n\n")
+          (dolist (group groups)
+            (insert "* " (car group) "\n")
+            (dolist (entry (sort (copy-sequence (cdr group))
+                                 (lambda (left right)
+                                   (string< (ss/crm--entry-name left)
+                                            (ss/crm--entry-name right)))))
+              (insert "- " (ss/crm--display entry) "\n")))
+          (goto-char (point-min))
+          (read-only-mode 1)
+          (view-mode 1))
+        (pop-to-buffer (current-buffer)))))
+
   (defun ss/crm-report-by-role ()
     "Show people grouped by role."
     (interactive)
@@ -661,8 +705,9 @@ Person cards use a flat property model in this order: =ROLE=, =TEAM=,
            (team (ss/crm-read-required-string "Team: "))
            (manager (ss/crm-read-required-string "Manager: "))
            (engagement (completing-read "Engagement: "
-                                        ss/crm-engagement-values nil t nil nil
-                                        "permanent"))
+                                        ss/crm-engagement-options nil t))
+           (supplier (completing-read "Supplier: "
+                                      ss/crm-supplier-options nil t))
            (location (ss/crm-read-required-string "Location: "))
            (current-focus (ss/crm-read-required-string "Current focus: "))
            )
@@ -685,6 +730,7 @@ Person cards use a flat property model in this order: =ROLE=, =TEAM=,
               (ss/crm--property-line "TEAM" team)
               (ss/crm--property-line "MANAGER" manager)
               (ss/crm--property-line "ENGAGEMENT" engagement)
+              (ss/crm--property-line "SUPPLIER" supplier)
               (ss/crm--property-line "LOCATION" location)
               (ss/crm--property-line "CURRENT_FOCUS" current-focus)
               ":END:\n\n"
@@ -1005,6 +1051,7 @@ When CREATE is non-nil, create the datetree entry when missing."
            ("C-c n p" . ss/crm-open)
            ("C-c n P" . ss/crm-add)
            ("C-c n R" . ss/crm-report-by-manager)
+           ("C-c n S" . ss/crm-report-by-supplier)
            ("C-c n T" . ss/crm-report-by-team))
     :config
     (setq org-directory ss/org-directory