Linked Fields in n:n Relationships

[agri]

Hi Tanja,
this is an old post, I know. Still, I have the same task and try to understand the procedure. I get the part
"Opportunity > links > contacts has "additionalColumns" option - here you need to define your additional fields for data base",
but I dont understand what is meant by
"in Contact fields defined opportunityRole field,
in Opportunity > contactRole and contacts with columns."
Could you explain this again in a few words?
Thank you
Uli
p.s.: Does this apply to EspoCRM v. 8.x?

[pathfinder]

Thanks rabii, i will try this!

[rabii]

I am not sure why would you need to do that because you can create a report that does this for you instead of creating new entities. However if this what you need then, follow these steps: (all of this can be done using Entity Manager through UI and using formula).

1 - You create a relationship between "monthly opportunities" and "opportunity" entities (one-to-many) meaning one (monthly opportunity) has many (opportunities).
2 - Add a currency field call it (totalValue) on the monthly opportunities entity
3 - Add this formula to your monthly opportunities entity to calculate the totals of related opportunities (amount)

totalValue = entity\sumRelated('opportunities', 'amountConverted');

Don't forget to place the fields/list on the UI once you created the relationships.

Hope this helps

[pathfinder]

Hi, for example:

I've created several opportunities, so I would like to summarize the total value of all the opportunities for a specific month. I created a separate entity "monthly opportunities", so would like to link the opportunities (that I choose) to this entity, to create a record.

I have NO programming skills. So I cant do it in code.

[rabii]

what do you mean by linking fields in different entities ? do you linking two different entities ?

[pathfinder]

Hi, is there any way of linking fields in different entities? Non coding way. I'm not a programmer. Don't know how to access the code.
Thanks!

[saled]

ok...

then I have this in my Company.json file :

        "accounts": {
            "type": "linkMultiple",
            "layoutDetailDisabled": false,
            "layoutListDisabled": true,
            "layoutMassUpdateDisabled": false,
            "importDisabled": false,
            "noLoad": false,
            "isCustom": true,
            "view": "custom:views/company/fields/accounts",
            "columns": {
                "shares": "companyShares",
                "isInactive": "CompanyLinkIsInactive"
            }
       }    
    },

and the file /client/custom/src/views/company/fields/accounts.js :

It's a copy of the client/modules/crm/src/views/contact/fields/accounts.js file, except the first line (Espo.define) and the replacement of "role" by "shares".

Espo.define('custom:views/company/fields/accounts', 'views/fields/link-multiple-with-columns', function (Dep) {

    return Dep.extend({
 
        roleType: 'varchar',

        events: {
            'click [data-action="switchPrimary"]': function (e) {
                $target = $(e.currentTarget);
                var id = $target.data('id');

                if (!$target.hasClass('active')) {
                    this.$el.find('button[data-action="switchPrimary"]').removeClass('active').children().addClass('text-muted');
                    $target.addClass('active').children().removeClass('text-muted');
                    this.setPrimaryId(id);
                }
            }
        },

        getAttributeList: function () {
            var list = Dep.prototype.getAttributeList.call(this);
            list.push('accountId');
            list.push('accountName');
            list.push('shares');
            return list;
        },

        setup: function () {
            Dep.prototype.setup.call(this);

            this.primaryIdFieldName = 'accountId';
            this.primaryNameFieldName = 'accountName';
            this.primarySharesFieldName = 'shares';

            this.primaryId = this.model.get(this.primaryIdFieldName);
            this.primaryName = this.model.get(this.primaryNameFieldName);

            this.listenTo(this.model, 'change:' + this.primaryIdFieldName, function () {
                this.primaryId = this.model.get(this.primaryIdFieldName);
                this.primaryName = this.model.get(this.primaryNameFieldName);
            }, this);


            if (this.mode === 'edit' || this.mode === 'detail') {
                this.events['click a[data-action="setPrimary"]'] = function (e) {
                    var id = $(e.currentTarget).data('id');
                    this.setPrimaryId(id);
                    this.reRender();
                }
            }
        },

        setPrimaryId: function (id) {
            this.primaryId = id;
            if (id) {
                this.primaryName = this.nameHash[id];
            } else {
                this.primaryName = null;
            }

            this.trigger('change');
        },

        renderLinks: function () {
            if (this.primaryId) {
                this.addLinkHtml(this.primaryId, this.primaryName);
            }
            this.ids.forEach(function (id) {
                if (id != this.primaryId) {
                    this.addLinkHtml(id, this.nameHash[id]);
                }
            }, this);
        },

        getValueForDisplay: function () {
            if (this.mode == 'detail' || this.mode == 'list') {
                var names = [];
                if (this.primaryId) {
                    names.push(this.getDetailLinkHtml(this.primaryId, this.primaryName));
                }
                this.ids.forEach(function (id) {
                    if (id != this.primaryId) {
                        names.push(this.getDetailLinkHtml(id));
                    }
                }, this);
                return names.join('');
            }
        },

        getDetailLinkHtml: function (id, name) {
            var html = Dep.prototype.getDetailLinkHtml.call(this, id, name);
            if (this.getColumnValue(id, 'isInactive')) {
                var $el = $(html);
                $el.find('a').css('text-decoration', 'line-through');
                return $el.prop('outerHTML');
            }
            return html;
        },

        afterAddLink: function (id) {
            if (this.ids.length === 1) {
                this.primaryId = id;
                this.primaryName = this.nameHash[id];
            }
            this.controlPrimaryAppearance();
        },

        afterDeleteLink: function (id) {
            if (this.ids.length === 0) {
                this.primaryId = null;
                this.primaryName = null;
                return;
            }
            if (id === this.primaryId) {
                this.primaryId = this.ids[0];
                this.primaryName = this.nameHash[this.primaryId];
            }
            this.controlPrimaryAppearance();
        },

        controlPrimaryAppearance: function () {
            this.$el.find('li.set-primary-list-item').removeClass('hidden');
            if (this.primaryId) {
                this.$el.find('li.set-primary-list-item[data-id="'+this.primaryId+'"]').addClass('hidden');
            }
        },

        addLinkHtml: function (id, name) {
            if (this.mode == 'search') {
                return Dep.prototype.addLinkHtml.call(this, id, name);
            }

            var $el = Dep.prototype.addLinkHtml.call(this, id, name);

            var isPrimary = (id == this.primaryId);

            var $a = $(
                '<a href="javascript:" data-action="setPrimary" data-id="' + id+ '"</a>' +
                this.translate('Set Primary', 'labels', 'Account') +
                '</a>'
            );

            var $li = $('<li class="set-primary-list-item" data-id="'+id+'">').append($a);

            if (isPrimary || this.ids.length === 1) {
                $li.addClass('hidden');
            }

            $el.find('ul.dropdown-menu').append($li);


            if (this.getColumnValue(id, 'isInactive')) {
                $el.find('div.link-item-name').css('text-decoration', 'line-through');
            }
        },

        afterRender: function () {
            Dep.prototype.afterRender.call(this);
        },

        fetch: function () {
            var data = Dep.prototype.fetch.call(this);

            data[this.primaryIdFieldName] = this.primaryId;
            data[this.primaryNameFieldName] = this.primaryName;
            data[this.primarySharesFieldName] = (this.columns[this.primaryId] || {}).shares || null;

            data.accountIsInactive = (this.columns[this.primaryId] || {}).isInactive || false;

            return data;
        }

    });

});

... But nothing on the interface. the field "shares" and companyLinkIsactive appears nowhere...

[saled]

Thanks! You're used to read this code!!
I'm not...

[tanya]

yeah, right (about the view name and the path)
but
as I see, you define the view in links accounts, but you need to do it in fields section
check the example again

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Contact.json#L116

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Contact.json#L317

[saled]

so...

for the view, the accounts.js file must be created in the client/custom/src/views/company/fields folder?

and defined in my Company.json file as bellow ?
"accounts": { "type": "hasMany", "relationName": "accountCompany", "foreign": "companies", "entity": "Account", "audited": true, "isCustom": true, "view": "custom:views/company/fields/accounts", "additionalColumns": { "shares": { "type": "int" }, "isInactive": { "type": "bool", "default": false } }, "layoutRelationshipsDisabled": true } ?

[saled]

Thanks!

[tanya]

only in custom/Espo/Custom/Resources/metadata/entityDefs/
Account.json and Company.json (or other name)

In this case the modification is upgrade safe.

[saled]

I want to modify a n:n link between the entity Account a a new entity type "comptany". the company.json file to modify is in "custom/Espo/Custom/Resources/metadata/entityDefs/" and not in "application/Espo/Modules/Crm/Resources/metadata/entityDefs/", is it correct?

[tanya]

https://www.espocrm.com/documentation/development/custom-views/#user-content-field-views

Example:

application/Espo/Modules/Crm/Resources/metadata/entityDefs/Contact.json > fields > accounts > view
client/modules/crm/src/views/contact/fields/accounts.js

[saled]

Hi,
How to create a view for the linkMultiple field ?