sales pipeline: team filter

application/Espo/Modules/Crm/Controllers/Opportunity.php

@@ -89,8 +89,9 @@ class Opportunity extends \Espo\Core\Controllers\Record
         $dateTo = $request->get('dateTo');
         $dateFilter = $request->get('dateFilter');
         $useLastStage = $request->get('useLastStage') === 'true';
+        $teamId = $request->get('teamId') ?? null;
 
-        return $this->getService('Opportunity')->reportSalesPipeline($dateFilter, $dateFrom, $dateTo, $useLastStage);
+        return $this->getService('Opportunity')->reportSalesPipeline($dateFilter, $dateFrom, $dateTo, $useLastStage, $teamId);
     }
 
     public function getActionEmailAddressList($params, $data, $request)

application/Espo/Modules/Crm/Resources/i18n/en_US/DashletOptions.json

@@ -1,5 +1,6 @@
 {
     "fields": {
+        "team": "Team",
         "futureDays": "Next X Days",
         "useLastStage": "Group by last reached stage"
     }

application/Espo/Modules/Crm/Resources/metadata/dashlets/SalesPipeline.json

@@ -2,7 +2,7 @@
     "view":"crm:views/dashlets/sales-pipeline",
     "aclScope": "Opportunity",
     "options": {
-        "view": "crm:views/dashlets/options/chart",
+        "view": "crm:views/dashlets/options/sales-pipeline",
         "fields": {
             "title": {
                 "type": "varchar",
@@ -24,6 +24,11 @@
             },
             "useLastStage": {
                 "type": "bool"
+            },
+            "team": {
+                "type": "link",
+                "entity": "Team",
+                "view": "crm:views/dashlets/options/sales-pipeline/fields/team"
             }
         },
         "layout": [
@@ -39,12 +44,18 @@
                     [
                         {"name": "dateFrom"},
                         {"name": "dateTo"}
+                    ],
+                    [
+                        {"name": "team"},
+                        false
                     ]
                 ]
             }
         ],
         "defaults": {
-            "dateFilter": "currentYear"
+            "dateFilter": "currentYear",
+            "teamId": null,
+            "teamName": null
         }
     }
 }

application/Espo/Modules/Crm/Services/Opportunity.php

@@ -41,7 +41,7 @@ class Opportunity extends \Espo\Services\Record
         'accountName'
     ];
 
-    public function reportSalesPipeline($dateFilter, $dateFrom = null, $dateTo = null, $useLastStage = false)
+    public function reportSalesPipeline($dateFilter, $dateFrom = null, $dateTo = null, $useLastStage = false, $teamId = null)
     {
         if (in_array('amount', $this->getAcl()->getScopeForbiddenAttributeList('Opportunity'))) {
             throw new Forbidden();
@@ -76,13 +76,23 @@ class Opportunity extends \Espo\Services\Record
             ];
         }
 
+        if ($teamId) {
+            $whereClause[] = [
+                'teamsFilter.id' => $teamId,
+            ];
+        }
+
         $selectParams = [
             'select' => [$stageField, ['SUM:amountConverted', 'amount']],
             'whereClause' => $whereClause,
             'orderBy' => 'LIST:'.$stageField.':' . implode(',', $options),
-            'groupBy' => [$stageField]
+            'groupBy' => [$stageField],
         ];
 
+        if ($teamId) {
+            $selectManager->addJoin(['teams', 'teamsFilter'], $selectParams);
+        }
+
         $selectManager->applyAccess($selectParams);
 
         $this->handleDistinctReportSelectParams($selectParams, $whereClause);

client/modules/crm/src/views/dashlets/options/sales-pipeline.js

@@ -0,0 +1,42 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM - Open Source CRM application.
+ * Copyright (C) 2014-2020 Yuri Kuznetsov, Taras Machyshyn, Oleksiy 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.
+ ************************************************************************/
+
+define('crm:views/dashlets/options/sales-pipeline', 'crm:views/dashlets/options/chart', function (Dep) {
+
+    return Dep.extend({
+
+        setup: function () {
+            Dep.prototype.setup.call(this);
+
+            if (this.getAcl().getLevel('Opportunity', 'read') === 'own') {
+                this.hideField('team');
+            }
+        },
+
+    });
+});

client/modules/crm/src/views/dashlets/options/sales-pipeline/fields/team.js

@@ -0,0 +1,40 @@
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM - Open Source CRM application.
+ * Copyright (C) 2014-2020 Yuri Kuznetsov, Taras Machyshyn, Oleksiy 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.
+ ************************************************************************/
+
+define('crm:views/dashlets/options/sales-pipeline/fields/team', 'views/fields/link', function (Dep) {
+
+    return Dep.extend({
+
+        getSelectBoolFilterList: function () {
+            if (this.getAcl().getLevel('Opportunity', 'read') === 'team') {
+                return ['onlyMy'];
+            }
+        },
+    });
+
+});

client/modules/crm/src/views/dashlets/sales-pipeline.js

@@ -47,6 +47,10 @@ define('crm:views/dashlets/sales-pipeline', ['crm:views/dashlets/abstract/chart'
             if (this.getOption('useLastStage')) {
                 url += '&useLastStage=true';
             }
+
+            if (this.getOption('teamId')) {
+                url += '&teamId=' + this.getOption('teamId');
+            }
             return url;
         },