How to Create a sub-panel and build relationships on the modules Oqc-Contract, oqc-Offering, oqc_products.

Attention: Every time you need to make a change like this it's smart to backup the files to be modified and a backup the database. It must not be done when there are users on-line on the system. The module of OpenQuotesandContracts, can be downloaded at the site of sugarforge in projects, the modules were developed to work with mozzila. This manual will explainain how to create relationship with other modules, also create the sub-panels of these relationships. All customizations are not Upgrade-SAFE, or if made some customization the set up files, should be kept to verify the possibility of having integration with other future versions of sugarCRM. Many to many relationships on sugar CRM are made with some steps. - Define the link of relationship on the vardefs of both modules on the relationship - Create a metadata file with the fields of DB and definition of the relationship - Set up the database table - Create Subpanels

VARDEFS
On vardefs file of the modules is necessary to create some lines to define the link field of the relationship many-to-many. In oqc_X modules is used in the file OpenQuotesandContracts.php on the path: /sugarcrm/custom/Extension/modules/oqc_Contract/Ext/Vardefs/ On this file is necessary to specify the field of their relationship, by adding the following lines. For example with the Project s module: //Contracts and Project's relationship test <?php // created: 2008-09-01 16:00:01 $dictionary["oqc_Contract"]["fields"]["project"] = array ( // It must be project and not Project 'name' => 'project', 'type' => 'link', 'relationship' => 'oqc_Contract_project', 'source' => 'non-db', ); ?> //Contracts and Project's relationship test

In the original modules of sugarCRM this file doesn't exists, so it is necessary to create a file with same name: OpenQuotesandContracts.php on the path: /sugarcrm/custom/Extension/modules/Project/Ext/Vardefs/ (if doesn't exist this path you need to create it) In the file it must be specified the link field of the relationship with the contracts. Example With module projects: //Relationship test <?php // created: 2008-09-01 16:09:01 $dictionary["Project"]["fields"]["oqc_contract"] = array (// it must be oqc_contract lower case 'name' => 'oqc_contract', 'type' => 'link', 'relationship' => 'oqc_Contract_project', 'source' => 'non-db', ); ?> //Relationship test

METADATA
In the metadata file must be defined the relationship between the modules, Fields of the database are also defined in this file. There is a file for each relationship, since it is a Manyto-Many relationship. You must creathe the file oqc_ <oqcmodulename>_<mod.original> MetaData.php on the path: /sugarcrm/metadata/ It is recommended to copy a file that already exists in that model with similar relationship. Example with Project's module: file: /sugarcrm/metadata/oqc_Contract_projectMetaData.php: ( note that the project module is in lower case) $dictionary["oqc_Contract_project"] = array ( 'table' => 'oqc_contract_project', 'fields' => array ( 0 =>

array ( 'name' => 'id', 'type' => 'varchar', 'len' => 36, ), 1 => array ( 'name' => 'date_modified', 'type' => 'datetime', ), 2 => array ( 'name' => 'deleted', 'type' => 'bool', 'len' => '1', 'default' => '0', 'required' => true, ), 3 => array ( 'name' => 'oqc_contract_ida', 'type' => 'varchar', 'len' => 36, ), 4 => array ( 'name' => 'project_idb', 'type' => 'varchar', 'len' => 36, ), ), 'indices' => array ( 0 => array ( 'name' => 'oqc_contract_projectpk', 'type' => 'primary', 'fields' => array ( 0 => 'id', ), ), 1 => array ( 'name' => 'oqc_contract_project_ida1', 'type' => 'index', 'fields' => array (

0 => 'oqc_contract_ida', ), ), 2 => array ( 'name' => 'oqc_contract_project_idb2', 'type' => 'index', 'fields' => array ( 0 => 'project_idb', ), ), 3 => array ( 'name' => 'oqc_contract_project_idc3', 'type' => 'index', 'fields' => array ( 0 => 'oqc_contract_ida', 1 => 'project_idb', ), ), ), 'relationships' => array ( 'oqc_Contract_project' => array ( 'lhs_module' => 'oqc_Contract', 'lhs_table' => 'oqc_contract', 'lhs_key' => 'id', 'rhs_module' => 'Project', 'rhs_table' => 'project', 'rhs_key' => 'id', 'relationship_type' => 'many-to-many', 'join_table' => 'oqc_contract_project', 'join_key_lhs' => 'oqc_contract_ida', 'join_key_rhs' => 'project_idb', ), ), ); ?>

Table files
So that sugar can repair and build the table you must create a line to refer the metadata file. On the files: OpenQuotesandContracts.php and tabledictionary.ext.php, respectively, on the paths:

/sugarcrm/custom/Extension/application/Ext/TableDictionary/ /sugarcrm/custom/application/Ext/TableDictionary/

you must insert a line before ?>. Example with Project's module: include('metadata/oqc_Contract_projectMetaData.php');

REBUILDING TABLES AND RELATIONSHIPS

After modifing and creating all these files is necessary to enter in sugarcrm on the browser, go into admin> repair and repair relationships,quick repair and repair DB (database). When repaired the database is repared sugar will create the table with the fields defined in your metadata file.

Creating a Sub-panel
In order to create a subpanel on the oqc_something modules it must be created some definitions on the file: OpenQuotesandContracts.php on the path: /sugarcrm/custom/Extension/modules/oqc_Contract/Ext/Layoutdefs/ On this file must be created lines to define the sub-panel of the original sugarCRM module, in my case, project. Example with Project's module. //Teste subpainel de projetos em contratos <?php // created: 2008-09-01 16:52:15 $layout_defs["oqc_Contract"]["subpanel_setup"]["project"] = array ( 'order' => 100, 'module' => 'Project', 'subpanel_name' => 'default', 'get_subpanel_data' => 'project', 'add_subpanel_data' => 'project_idb', 'title_key' => 'lbl_project', //this key must be translated on the en_us.lang file ); ?> //teste subpainel de projetos em contratos To set up the title of the sub-panel is necessary to put a line on the language file, in my case was made with Portuguese pt_br.lang.php for English must be done to file en_us.lang.php on the path: /sugarcrm/modules/oqc_Contract/language/

This must be done on the language cache file( pt_br.lang.php) as well, on the path: sugarcrm/cache/modules/oqc_Contract/language/pt_br.lang.php The key on the previous step must be used: Example with lbl_project: $mod_strings = array ( 'lbl_project'=> 'Projetos', than Repair extensions and Quick repair. To set up a oqc Sub-panel on the Original Module (in my case Project), since the relationship and table are already defined, you just need to define the sub-panel on the original module on the path: (is it doesn't exists than create it, create the file as well) sugarcrm/custom/Extension/modules/Project/Ext/Layoutdefs/OpenQuotesAndContracts.php Example with projectsXoqc_contract: <?php $layout_defs["Project"]["subpanel_setup"]["oqc_contract"] = array ( //-> note oqc_contract in lower case 'order' => 100, 'module' => 'oqc_Contract', 'subpanel_name' => 'default', 'get_subpanel_data' => 'oqc_contract', 'add_subpanel_data' => 'oqc_Contract_ida', 'title_key' => 'LBL_OQC_CONTRACT_SUBPANEL_TITLE', ); ?> Quick repair it, and it should be ready to use! Any questions, sugestions fell free to comunicate: priscila.joranhezon@nct.com.br