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This commit is contained in:
Yuri Kuznetsov
2023-02-23 16:11:11 +02:00
parent 68b12ff848
commit c52fedcf07
5 changed files with 373 additions and 170 deletions
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application/Espo/Modules/Crm/Hooks/Opportunity/AmountWeightedConverted.php
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<?php
/************************************************************************
* This file is part of EspoCRM.
*
* EspoCRM - Open Source CRM application.
* Copyright (C) 2014-2023 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\Modules\Crm\Hooks\Opportunity;
use Espo\Core\Hook\Hook\AfterSave;
use Espo\Modules\Crm\Entities\Opportunity;
use Espo\ORM\Entity;
use Espo\ORM\Repository\Option\SaveOptions;
/**
* @implements AfterSave<Opportunity>
*/
class AmountWeightedConverted implements AfterSave
{
/**
* @param Opportunity $entity
*/
public function afterSave(Entity $entity, SaveOptions $options): void
{
if (
!$entity->isAttributeChanged('amount') &&
!$entity->isAttributeChanged('probability')
) {
return;
}
$amountConverted = $entity->get('amountConverted');
$probability = $entity->get('probability');
$amountWeightedConverted = round($amountConverted * $probability / 100, 2);
$entity->set('amountWeightedConverted', $amountWeightedConverted);
}
}
application/Espo/Modules/Crm/Hooks/Opportunity/Contacts.php
+90
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<?php
/************************************************************************
* This file is part of EspoCRM.
*
* EspoCRM - Open Source CRM application.
* Copyright (C) 2014-2023 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\Modules\Crm\Hooks\Opportunity;
use Espo\Core\Hook\Hook\AfterSave;
use Espo\Modules\Crm\Entities\Contact;
use Espo\Modules\Crm\Entities\Opportunity;
use Espo\ORM\Entity;
use Espo\ORM\EntityManager;
use Espo\ORM\Repository\Option\SaveOptions;
/**
* @implements AfterSave<Opportunity>
*/
class Contacts implements AfterSave
{
public function __construct(private EntityManager $entityManager) {}
/**
* @param Opportunity $entity
*/
public function afterSave(Entity $entity, SaveOptions $options): void
{
if (!$entity->isAttributeChanged('contactId')) {
return;
}
/** @var ?string $contactId */
$contactId = $entity->get('contactId');
$contactIdList = $entity->get('contactsIds') ?? [];
$fetchedContactId = $entity->getFetched('contactId');
$relation = $this->entityManager
->getRDBRepositoryByClass(Opportunity::class)
->getRelation($entity, 'contacts');
if (!$contactId) {
if ($fetchedContactId) {
$relation->unrelateById($fetchedContactId);
}
return;
}
if (in_array($contactId, $contactIdList)) {
return;
}
$contact = $this->entityManager
->getRDBRepositoryByClass(Contact::class)
->getById($contactId);
if (!$contact) {
return;
}
if ($relation->isRelated($contact)) {
return;
}
$relation->relateById($contactId);
}
}
application/Espo/Modules/Crm/Hooks/Opportunity/LastStage.php
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<?php
/************************************************************************
* This file is part of EspoCRM.
*
* EspoCRM - Open Source CRM application.
* Copyright (C) 2014-2023 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\Modules\Crm\Hooks\Opportunity;
use Espo\Core\Hook\Hook\BeforeSave;
use Espo\Core\Utils\Metadata;
use Espo\Modules\Crm\Entities\Opportunity;
use Espo\ORM\Entity;
use Espo\ORM\Repository\Option\SaveOptions;
/**
* @implements BeforeSave<Opportunity>
*/
class LastStage implements BeforeSave
{
public static int $order = 8;
public function __construct(private Metadata $metadata) {}
/**
* @param Opportunity $entity
*/
public function beforeSave(Entity $entity, SaveOptions $options): void
{
if (
$entity->isAttributeChanged('lastStage') ||
!$entity->isAttributeChanged('stage')
) {
return;
}
$probability = $this->metadata
->get(['entityDefs', 'Opportunity', 'fields', 'stage', 'probabilityMap', $entity->getStage() ?? '']) ?? 0;
if ($probability) {
$entity->set('lastStage', $entity->getStage());
return;
}
$probabilityMap = $this->metadata
->get(['entityDefs', 'Opportunity', 'fields', 'stage', 'probabilityMap']) ?? [];
$stageList = $this->metadata->get(['entityDefs', 'Opportunity', 'fields', 'stage', 'options']) ?? [];
if (!count($stageList)) {
return;
}
if ($entity->isNew()) {
// Created as Lost.
$min = 100;
$minStage = null;
foreach ($stageList as $stage) {
$itemProbability = $probabilityMap[$stage] ?? null;
if (
$itemProbability === null ||
$itemProbability === 100 ||
$itemProbability === 0 ||
$itemProbability >= $min
) {
continue;
}
$min = $itemProbability;
$minStage = $stage;
}
if (!$minStage) {
return;
}
$entity->set('lastStage', $minStage);
return;
}
// Won changed to Lost.
if (!$entity->getLastStage()) {
return;
}
$lastStageProbability = $this->metadata
->get(['entityDefs', 'Opportunity', 'fields', 'stage', 'probabilityMap', $entity->getLastStage()]) ?? 0;
if ($lastStageProbability !== 100) {
return;
}
$max = 0;
$maxStage = null;
foreach ($stageList as $stage) {
$itemProbability = $probabilityMap[$stage] ?? null;
if (
$itemProbability === null ||
$itemProbability === 100 ||
$itemProbability === 0 ||
$itemProbability <= $max
) {
continue;
}
$max = $itemProbability;
$maxStage = $stage;
}
if (!$maxStage) {
return;
}
$entity->set('lastStage', $maxStage);
}
}
application/Espo/Modules/Crm/Hooks/Opportunity/Probability.php
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<?php
/************************************************************************
* This file is part of EspoCRM.
*
* EspoCRM - Open Source CRM application.
* Copyright (C) 2014-2023 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\Modules\Crm\Hooks\Opportunity;
use Espo\Core\Hook\Hook\BeforeSave;
use Espo\Core\Utils\Metadata;
use Espo\Modules\Crm\Entities\Opportunity;
use Espo\ORM\Entity;
use Espo\ORM\Repository\Option\SaveOptions;
/**
* @implements BeforeSave<Opportunity>
*/
class Probability implements BeforeSave
{
public static int $order = 7;
public function __construct(private Metadata $metadata) {}
/**
* @param Opportunity $entity
*/
public function beforeSave(Entity $entity, SaveOptions $options): void
{
if (!$entity->isNew()) {
return;
}
if ($entity->has('probability')) {
return;
}
$stage = $entity->getStage();
if (!$stage) {
return;
}
$probability = $this->metadata
->get('entityDefs.Opportunity.fields.stage.probabilityMap.' . $stage) ?? 0;
if ($probability === null) {
return;
}
$entity->setProbability($probability);
}
}
application/Espo/Modules/Crm/Repositories/Opportunity.php
+1 -170
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@@ -30,179 +30,10 @@
namespace Espo\Modules\Crm\Repositories;
use Espo\Modules\Crm\Entities\Opportunity as OpportunityEntity;
use Espo\ORM\Entity;
use Espo\Core\Repositories\Database;
/**
* @extends Database<OpportunityEntity>
*/
class Opportunity extends Database
{
public function beforeSave(Entity $entity, array $options = [])
{
$this->processProbability($entity);
$this->processLastStage($entity);
parent::beforeSave($entity, $options);
}
public function afterSave(Entity $entity, array $options = [])
{
parent::afterSave($entity, $options);
if ($entity->isAttributeChanged('amount') || $entity->isAttributeChanged('probability')) {
$amountConverted = $entity->get('amountConverted');
$probability = $entity->get('probability');
$amountWeightedConverted = round($amountConverted * $probability / 100, 2);
$entity->set('amountWeightedConverted', $amountWeightedConverted);
}
$this->handleAfterSaveContacts($entity);
}
protected function handleAfterSaveContacts(OpportunityEntity $entity): void
{
if (!$entity->isAttributeChanged('contactId')) {
return;
}
$contactId = $entity->get('contactId');
$contactIdList = $entity->get('contactsIds') ?? [];
$fetchedContactId = $entity->getFetched('contactId');
if (!$contactId) {
if ($fetchedContactId) {
$this->unrelate($entity, 'contacts', $fetchedContactId);
}
return;
}
if (!in_array($contactId, $contactIdList) && !$this->isRelated($entity, 'contacts', $contactId)) {
$this->relate($entity, 'contacts', $contactId);
}
}
private function processProbability(OpportunityEntity $entity): void
{
if (!$entity->isNew()) {
return;
}
if ($entity->has('probability')) {
return;
}
if (!$entity->getStage()) {
return;
}
$probability = $this->metadata
->get('entityDefs.Opportunity.fields.stage.probabilityMap.' . $entity->getStage()) ?? 0;
if ($probability === null) {
return;
}
$entity->setProbability($probability);
}
private function processLastStage(OpportunityEntity $entity): void
{
if (
$entity->isAttributeChanged('lastStage') ||
!$entity->isAttributeChanged('stage')
) {
return;
}
$probability = $this->metadata
->get(['entityDefs', 'Opportunity', 'fields', 'stage', 'probabilityMap', $entity->getStage() ?? '']) ?? 0;
if ($probability) {
$entity->set('lastStage', $entity->getStage());
return;
}
$probabilityMap = $this->metadata
->get(['entityDefs', 'Opportunity', 'fields', 'stage', 'probabilityMap']) ?? [];
$stageList = $this->metadata->get(['entityDefs', 'Opportunity', 'fields', 'stage', 'options']) ?? [];
if (!count($stageList)) {
return;
}
if ($entity->isNew()) {
// Created as Lost.
$min = 100;
$minStage = null;
foreach ($stageList as $stage) {
$itemProbability = $probabilityMap[$stage] ?? null;
if (
$itemProbability === null ||
$itemProbability === 100 ||
$itemProbability === 0 ||
$itemProbability >= $min
) {
continue;
}
$min = $itemProbability;
$minStage = $stage;
}
if (!$minStage) {
return;
}
$entity->set('lastStage', $minStage);
return;
}
// Won changed to Lost.
if (!$entity->getLastStage()) {
return;
}
$lastStageProbability = $this->metadata
->get(['entityDefs', 'Opportunity', 'fields', 'stage', 'probabilityMap', $entity->getLastStage()]) ?? 0;
if ($lastStageProbability !== 100) {
return;
}
$max = 0;
$maxStage = null;
foreach ($stageList as $stage) {
$itemProbability = $probabilityMap[$stage] ?? null;
if (
$itemProbability === null ||
$itemProbability === 100 ||
$itemProbability === 0 ||
$itemProbability <= $max
) {
continue;
}
$max = $itemProbability;
$maxStage = $stage;
}
if (!$maxStage) {
return;
}
$entity->set('lastStage', $maxStage);
}
}
{}