custom entity type Person as attendee

[item]

Hello,

is possible to have a cutom entity as attendees in Meeting and Call ?

Thanks

[telecastg]

Hello item, here's how I added a custom entity "Service Tech" as a possible meeting attendee (see the attached image)

1) Go to Administration > Entity Manager > Meeting > Relationships and create a new many-to-many relationship between Meeting and Service Tech
With this action Espo will automatically:
a) Create a new database table meeting-service-tech to link both entities in a many to many relationship
b) Create a custom entityDefs metadata file for Meeting and for Service Tech with the new relationship specification
c) Create new language file under your default language for the labels.

2) Create a custom clientDefs metadata file for Meeting, specifying a custom view to be used to render the Meeting's Attendees panel.
custom/Espo/Custom/Resources/metadata/clientDefs/Meeting.json

{
    "sidePanels":{
        "detail":[
            {
                "name":"attendees",
                "label":"Attendees",
[COLOR=#FFA500]              "view":"custom:views/meeting/record/panels/attendees",[/COLOR]
                "options":{
                    "fieldList":[
                        "users",
                        "contacts",
                        "leads"
                    ]
                },
                "sticked": true,
                "isForm": true,
                "notRefreshable": true
            }
        ],
        "detailSmall":[
            {
                "name":"attendees",
                "label":"Attendees",
[COLOR=#FFA500]              "view":"custom:views/meeting/record/panels/attendees",[/COLOR]
                "sticked": true,
                "isForm": true,
                "notRefreshable": true
            }
        ],
        "edit":[
            {
                "name":"attendees",
                "label":"Attendees",
[COLOR=#FFA500]              "view":"custom:views/meeting/record/panels/attendees",[/COLOR]
                "sticked": true,
                "isForm": true,
                "notRefreshable": true
            }
        ],
        "editSmall":[
            {
                "name":"attendees",
                "label":"Attendees",
[COLOR=#FFA500]              "view":"custom:views/meeting/record/panels/attendees",[/COLOR]
                "sticked": true,
                "isForm": true,
                "notRefreshable": true
            }
        ]
    }
}

3) Create the custom view script to render the modified Attendees panel.
client/custom/src/views/meeting/record/panels/attendees.js

Espo.define('[COLOR=#FFA500]custom:views/meeting/record/panels/attendees[/COLOR]', 'crm:views/meeting/record/panels/attendees', function (Dep) {

    return Dep.extend({

        setupFields: function () {
            this.fieldList = [];

            this.fieldList.push('users');

            if (this.getAcl().check('Contact') && !this.getMetadata().get('scopes.Contact.disabled')) {
                this.fieldList.push('contacts');
            }
            if (this.getAcl().check('Lead') && !this.getMetadata().get('scopes.Lead.disabled')) {
                this.fieldList.push('leads');
            }
            if (this.getAcl().check('ServiceTech') && !this.getMetadata().get('scopes.ServiceTech.disabled')) {
                this.fieldList.push('serviceTechs');
            }
        }

    });

});

4) Go to Administration > Rebuild and refresh the page.

To do the same for Call repeat Steps 1 and 2 for Call only, the front-end view client/custom/src/views/meeting/record/panels/attendees is the same for both entities.

Saludos

[item]

telecastg nice wonderfull ..
i have now the front-end .. i think missing back-end (field accept/decline/tentative), loadAdditionalColum.. this i will look core code for see how do. and post my result
Many thanks.

[telecastg]

You're welcome

[item]

Hello telecastg

progress this work, i can change value of "status" and it's reflected in database..

meeting.json

{
"fields": {
"parent": {
"entityList": [
"Account",
"Lead",
"Contact",
"Opportunity",
"Case",
"Patient"
]
},
"patients": {
"type": "linkMultiple",
"layoutDetailDisabled": false,
"layoutMassUpdateDisabled": false,
"importDisabled": false,
"noLoad": false,
"isCustom": true,
"view": "crm:views/meeting/fields/contacts",
"columns": {
"status": "acceptanceStatus"
},
"additionalAttributeList": ["columns"],
"orderBy": "name"
}
},
"links": {
"patients": {
"type": "hasMany",
"foreign": "meetings",
"entity": "Patient",
"audited": false,
"isCustom": true,
"additionalColumns": {
"status": {
"type": "varchar",
"len": "36",
"default": "None"
}
},
"columnAttributeMap": {
"status": "acceptanceStatus"
}
}
}
} 

patient.json

"acceptanceStatus": {
"type": "varchar",
"notStorable": true,
"exportDisabled": true,
"disabled": true
},
"acceptanceStatusMeetings": {
"type": "enum",
"notStorable": true,
"directUpdateDisabled": true,
"layoutAvailabilityList": ["filters"],
"importDisabled": true,
"exportDisabled": true,
"view": "crm:views/lead/fields/acceptance-status",
"link": "meetings",
"column": "status"
}

"meetings": {
"type": "hasMany",
"foreign": "patients",
"entity": "Meeting",
"layoutRelationshipsDisabled": true,
"audited": false,
"isCustom": true,
"columnAttributeMap": {
"status": "acceptanceStatus"
}
} 

[item]

Hello,

https://github.com/espocrm/espocrm/b...ities.php#L404

There and another place in same file, we need to add to "switch" another case with custom entity..

switch ($scope) {
case 'Contact':
$link = 'contacts';
break;
case 'Lead':
$link = 'leads';
break;
case 'User':
$link = 'users';
break;
case 'Patient':
$link = 'patients';
break;
} 

i don't know how upgrade safe. i think with 6.2 and Defs, this can be refactoring and make full compatible with modification.. maybe feature request

[telecastg]

Hello item , I think that the only way to modify the Activities Service class in an "upgrade safe" way is to actually create a custom Service class, extended from the core "Activities.php" Service class and then create a new "program flow" to invoke that class.

These diagrams are my interpretation of Espo's program flow, and how Activities are handled now, so as you can see, to invoke a custom Service class, you would need to implement a custom Back-end Controller class that invokes the custom Service class, and possibly a custom router that directs to the custom Back-end Controller when a user clicks a button.



Unfortunately, I don't have any code samples since we haven't customized Activities but hopefully this might help you with this project.

[item]

Hello @telecastg,

Yes i have do that .. and it's work
i have just copy past activities.php to custom path and make changement in 3 function

but with 6.2, i think this can be more easy to customize out-of-box https://docs.espocrm.com/development/orm/#defs
switch/case can use these new function so no need to do what i have do (hard writed Account/Lead/Contact/...)

Why i do this : because, without that, patients activity is not listed in activities panels on side panel
Need to reproduce to Call and Task.

<?php
/************************************************** **********************
* This file is part of EspoCRM.
*
* EspoCRM - Open Source CRM application.
* Copyright (C) 2014-2021 Yurii Kuznietsov, Taras Machyshyn, Oleksii Avramenko
* Website: https://www.espocrm.com
*
* EspoCRM is free software: you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation, either version 3 of the License, or
* (at your option) any later version.
*
* EspoCRM is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with EspoCRM. If not, see http://www.gnu.org/licenses/.
*
* The interactive user interfaces in modified source and object code versions
* of this program must display Appropriate Legal Notices, as required under
* Section 5 of the GNU General Public License version 3.
*
* In accordance with Section 7(b) of the GNU General Public License version 3,
* these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
************************************************** **********************/

namespace Espo\Custom\Services;

use Espo\Core\Exceptions\Error;
use Espo\Core\Exceptions\NotFound;
use Espo\Core\Exceptions\Forbidden;

use Espo\ORM\{
Entity,
QueryParams\Select,
};


class Activities extends \Espo\Modules\Crm\Services\Activities {



protected function isPerson($scope)
{
return in_array($scope, ['Contact', 'Lead', 'User', 'Patient']) ||
$this->getMetadata()->get(['scopes', $scope, 'type']) === 'Person';
}


protected function getActivitiesMeetingQuery(
Entity $entity, array $statusList = [], $isHistory = false, $additinalSelectParams = null
) {
$scope = $entity->getEntityType();
$id = $entity->id;

$methodName = 'getActivities' . $scope . 'MeetingQuery';

if (method_exists($this, $methodName)) {
return $this->$methodName($entity, $statusList, $isHistory, $additinalSelectParams);
}

$selectManager = $this->getSelectManagerFactory()->create('Meeting');

$baseSelectParams = [
'from' => 'Meeting',
'select' => [
'id',
'name',
['dateStart', 'dateStart'],
['dateEnd', 'dateEnd'],
['dateStartDate', 'dateStartDate'],
['dateEndDate', 'dateEndDate'],
['VALUE:Meeting', '_scope'],
'assignedUserId',
'assignedUserName',
'parentType',
'parentId',
'status',
'createdAt',
['VALUE:', 'hasAttachment'],
],
'whereClause' => [],
];

if (!empty($statusList)) {
$baseSelectParams['whereClause'][] = [
'status' => $statusList
];
}

$selectParams = $baseSelectParams;

if ($scope == 'Account') {
$selectParams['whereClause'][] = [
'OR' => [
[
'parentId' => $id,
'parentType' => 'Account'
],
[
'accountId' => $id
]
]
];
} else if ($scope == 'Lead' && $entity->get('createdAccountId')) {
$selectParams['whereClause'][] = [
'OR' => [
[
'parentId' => $id,
'parentType' => 'Lead'
],
[
'accountId' => $entity->get('createdAccountId')
]
]
];
} else {
$selectParams['whereClause']['parentId'] = $id;
$selectParams['whereClause']['parentType'] = $scope;
}

$selectManager->applyAccess($selectParams);

$selectParams = $selectManager->mergeSelectParams($selectParams, $additinalSelectParams);

$query = Select::fromRaw($selectParams);

if (!$this->isPerson($scope)) {
return $query;
}

$queryList = [$query];

$link = null;

switch ($scope) {
case 'Contact':
$link = 'contacts';
break;
case 'Lead':
$link = 'leads';
break;
case 'User':
$link = 'users';
break;
case 'Patient':
$link = 'patients';
}

//$GLOBALS['log']->warning( 'JE SUIS ICI' );
if (!$link) {
return $queryList;
}

$selectParams = $baseSelectParams;

$selectManager->addJoin($link, $selectParams);

$selectParams['whereClause'][$link .'.id'] = $id;
$selectParams['whereClause'][] = [
'OR' => [
'parentType!=' => $scope,
'parentId!=' => $id,
'parentType' => null,
'parentId' => null,
]
];

$selectManager->applyAccess($selectParams);

$selectParams = $selectManager->mergeSelectParams($selectParams, $additinalSelectParams);

$query = Select::fromRaw($selectParams);

$queryList[] = $query;

return $queryList;
}

protected function getActivitiesCallQuery(
Entity $entity, array $statusList = [], $isHistory = false, $additinalSelectParams = null
) {
$scope = $entity->getEntityType();
$id = $entity->id;

$methodName = 'getActivities' .$scope . 'CallQuery';

if (method_exists($this, $methodName)) {
return $this->$methodName($entity, $statusList, $isHistory, $additinalSelectParams);
}

$selectManager = $this->getSelectManagerFactory()->create('Call');

$baseSelectParams = [
'from' => 'Call',
'select' => [
'id',
'name',
['dateStart', 'dateStart'],
['dateEnd', 'dateEnd'],
['VALUE:', 'dateStartDate'],
['VALUE:', 'dateEndDate'],
['VALUE:Call', '_scope'],
'assignedUserId',
'assignedUserName',
'parentType',
'parentId',
'status',
'createdAt',
['VALUE:', 'hasAttachment'],
],
'whereClause' => [],
];

if (!empty($statusList)) {
$baseSelectParams['whereClause'][] = [
'status' => $statusList
];
}

$selectParams = $baseSelectParams;

if ($scope == 'Account') {
$selectParams['whereClause'][] = [
'OR' => [
[
'parentId' => $id,
'parentType' => 'Account'
],
[
'accountId' => $id
]
]
];
} else if ($scope == 'Lead' && $entity->get('createdAccountId')) {
$selectParams['whereClause'][] = [
'OR' => [
[
'parentId' => $id,
'parentType' => 'Lead'
],
[
'accountId' => $entity->get('createdAccountId')
]
]
];
} else {
$selectParams['whereClause']['parentId'] = $id;
$selectParams['whereClause']['parentType'] = $scope;
}

$selectManager->applyAccess($selectParams);

$selectParams = $selectManager->mergeSelectParams($selectParams, $additinalSelectParams);

$query = Select::fromRaw($selectParams);

if (!$this->isPerson($scope)) {
return $query;
}

$queryList = [$query];

$link = null;

switch ($scope) {
case 'Contact':
$link = 'contacts';
break;
case 'Lead':
$link = 'leads';
break;
case 'User':
$link = 'users';
break;
}

if (!$link) {
return $queryList;
}

$selectParams = $baseSelectParams;
$selectManager->addJoin($link, $selectParams);
$selectParams['whereClause'][$link .'.id'] = $id;
$selectParams['whereClause'][] = [
'OR' => [
'parentType!=' => $scope,
'parentId!=' => $id,
'parentType' => null,
'parentId' => null,
]
];

$selectManager->applyAccess($selectParams);

$selectParams = $selectManager->mergeSelectParams($selectParams, $additinalSelectParams);

$query = Select::fromRaw($selectParams);

$queryList[] = $query;

return $queryList;
}

}

[telecastg]

but with 6.2, i think this can be more easy to customize out-of-box https://docs.espocrm.com/development/orm/#defs
switch/case can use these new function so no need to do what i have do (hard writed Account/Lead/Contact/...)

I couldn't follow the instructions, if you use this new feature, could you please post a code example ?, I wish that the official documentation would have more actual samples when describing features so it would be easier to understand.

[item]

Hello telecastg,

patiente, waiting 6.2 to test

but look this :

<?php
if ($scope == 'Account') {
$selectParams['whereClause'][] = [
'OR' => [
[
'parentId' => $id,
'parentType' => 'Account'
],
[
'accountId' => $id
]
]
];
} else if ($scope == 'Lead' && $entity->get('createdAccountId')) {
$selectParams['whereClause'][] = [
'OR' => [
[
'parentId' => $id,
'parentType' => 'Lead'
],
[
'accountId' => $entity->get('createdAccountId')
]
]
];
} else {
$selectParams['whereClause']['parentId'] = $id;
$selectParams['whereClause']['parentType'] = $scope;
}

this can be rewrite .. so (without big brainstorming ) :

$selectParams['whereClause'][] = [
'OR' => [
[
'parentId' => $id,
'parentType' => $scope
],
[
'accountId' => $id
]
]
]; 

The goal is not have Account, Lead, Contact : hard coded

[telecastg]

Thanks item