ref

application/Espo/Modules/Crm/Entities/Contact.php

@@ -37,6 +37,9 @@ class Contact extends Person
 {
     public const ENTITY_TYPE = 'Contact';
 
+    /**
+     * An assigned user.
+     */
     public function getAssignedUser(): ?Link
     {
         /** @var ?Link */
@@ -52,15 +55,29 @@ class Contact extends Person
         return $this->getValueObject('account');
     }
 
+    /**
+     * Accounts.
+     */
     public function getAccounts(): LinkMultiple
     {
         /** @var LinkMultiple */
         return $this->getValueObject('accounts');
     }
 
+    /**
+     * Teams.
+     */
     public function getTeams(): LinkMultiple
     {
         /** @var LinkMultiple */
         return $this->getValueObject('teams');
     }
+
+    /**
+     * A title (for a primary account).
+     */
+    public function getTitle(): ?string
+    {
+        return $this->get('title');
+    }
 }

application/Espo/Modules/Crm/Entities/Lead.php

@@ -29,6 +29,7 @@
 
 namespace Espo\Modules\Crm\Entities;
 
+use Espo\Core\Field\DateTime;
 use Espo\Core\Field\Link;
 use Espo\Core\Field\LinkMultiple;
 
@@ -129,4 +130,10 @@ class Lead extends \Espo\Core\Entities\Person
         /** @var ?Link */
         return $this->getValueObject('createdOpportunity');
     }
+
+    public function getConvertedAt(): ?DateTime
+    {
+        /** @var ?DateTime */
+        return $this->getValueObject('convertedAt');
+    }
 }

application/Espo/Modules/Crm/Hooks/Account/TargetList.php

@@ -0,0 +1,63 @@
+<?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\Account;
+
+use Espo\Core\Hook\Hook\AfterSave;
+use Espo\Core\ORM\Repository\Option\SaveOption;
+use Espo\Modules\Crm\Entities\Account;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Repository\Option\SaveOptions;
+
+/**
+ * @implements AfterSave<Account>
+ */
+class TargetList implements AfterSave
+{
+    public function __construct(private EntityManager $entityManager) {}
+
+    public function afterSave(Entity $entity, SaveOptions $options): void
+    {
+        if (!$options->get(SaveOption::IMPORT)) {
+            return;
+        }
+
+        $targetListId = $entity->get('targetListId');
+
+        if (!$targetListId) {
+            return;
+        }
+
+        $this->entityManager
+            ->getRDBRepositoryByClass(Account::class)
+            ->getRelation($entity, 'targetLists')
+            ->relateById($targetListId);
+    }
+}

application/Espo/Modules/Crm/Hooks/Contact/Accounts.php

@@ -0,0 +1,96 @@
+<?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\Contact;
+
+use Espo\Core\Hook\Hook\AfterSave;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Repository\Option\SaveOptions;
+
+/**
+ * @implements AfterSave<Contact>
+ */
+class Accounts implements AfterSave
+{
+    public function __construct(private EntityManager $entityManager) {}
+
+    /**
+     * @param Contact $entity
+     */
+    public function afterSave(Entity $entity, SaveOptions $options): void
+    {
+        $accountIdChanged = $entity->isAttributeChanged('accountId');
+        $titleChanged = $entity->isAttributeChanged('title');
+
+        /** @var ?string $fetchedAccountId */
+        $fetchedAccountId = $entity->getFetched('accountId');
+        $accountId = $entity->getAccount()?->getId();
+        $title = $entity->getTitle();
+
+        $relation = $this->entityManager
+            ->getRDBRepositoryByClass(Contact::class)
+            ->getRelation($entity, 'accounts');
+
+        if (!$accountId && $fetchedAccountId) {
+            $relation->unrelateById($fetchedAccountId);
+
+            return;
+        }
+
+        if (!$accountIdChanged && !$titleChanged) {
+            return;
+        }
+
+        if (!$accountId) {
+            return;
+        }
+
+        $accountContact = $this->entityManager
+            ->getRDBRepository('AccountContact')
+            ->select(['role'])
+            ->where([
+                'accountId' => $accountId,
+                'contactId' => $entity->getId(),
+                'deleted' => false,
+            ])
+            ->findOne();
+
+        if (!$accountContact && $accountIdChanged) {
+            $relation->relateById($accountId, ['role' => $title]);
+
+            return;
+        }
+
+        if ($titleChanged && $accountContact && $title !== $accountContact->get('role')) {
+            $relation->updateColumnsById($accountId, ['role' => $title]);
+        }
+    }
+}

application/Espo/Modules/Crm/Hooks/Contact/TargetList.php

@@ -0,0 +1,63 @@
+<?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\Contact;
+
+use Espo\Core\Hook\Hook\AfterSave;
+use Espo\Core\ORM\Repository\Option\SaveOption;
+use Espo\Modules\Crm\Entities\Contact;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Repository\Option\SaveOptions;
+
+/**
+ * @implements AfterSave<Contact>
+ */
+class TargetList implements AfterSave
+{
+    public function __construct(private EntityManager $entityManager) {}
+
+    public function afterSave(Entity $entity, SaveOptions $options): void
+    {
+        if (!$options->get(SaveOption::IMPORT)) {
+            return;
+        }
+
+        $targetListId = $entity->get('targetListId');
+
+        if (!$targetListId) {
+            return;
+        }
+
+        $this->entityManager
+            ->getRDBRepositoryByClass(Contact::class)
+            ->getRelation($entity, 'targetLists')
+            ->relateById($targetListId);
+    }
+}

application/Espo/Modules/Crm/Hooks/Lead/ConvertedAt.php

@@ -0,0 +1,62 @@
+<?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\Lead;
+
+use Espo\Core\Field\DateTime;
+use Espo\Core\Hook\Hook\BeforeSave;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\Entity;
+use Espo\ORM\Repository\Option\SaveOptions;
+
+/**
+ * @implements BeforeSave<Lead>
+ */
+class ConvertedAt implements BeforeSave
+{
+    /**
+     * @param Lead $entity
+     */
+    public function beforeSave(Entity $entity, SaveOptions $options): void
+    {
+        if (!$entity->isAttributeChanged('status')) {
+            return;
+        }
+
+        if ($entity->getConvertedAt() ) {
+            return;
+        }
+
+        if ($entity->getStatus() !== Lead::STATUS_CONVERTED) {
+            return;
+        }
+
+        $entity->setValueObject('convertedAt', DateTime::createNow());
+    }
+}

application/Espo/Modules/Crm/Hooks/Lead/TargetList.php

@@ -0,0 +1,63 @@
+<?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\Lead;
+
+use Espo\Core\Hook\Hook\AfterSave;
+use Espo\Core\ORM\Repository\Option\SaveOption;
+use Espo\Modules\Crm\Entities\Lead;
+use Espo\ORM\Entity;
+use Espo\ORM\EntityManager;
+use Espo\ORM\Repository\Option\SaveOptions;
+
+/**
+ * @implements AfterSave<Lead>
+ */
+class TargetList implements AfterSave
+{
+    public function __construct(private EntityManager $entityManager) {}
+
+    public function afterSave(Entity $entity, SaveOptions $options): void
+    {
+        if (!$options->get(SaveOption::IMPORT)) {
+            return;
+        }
+
+        $targetListId = $entity->get('targetListId');
+
+        if (!$targetListId) {
+            return;
+        }
+
+        $this->entityManager
+            ->getRDBRepositoryByClass(Lead::class)
+            ->getRelation($entity, 'targetLists')
+            ->relateById($targetListId);
+    }
+}

application/Espo/Modules/Crm/Repositories/Account.php

@@ -29,19 +29,11 @@
 
 namespace Espo\Modules\Crm\Repositories;
 
-use Espo\ORM\Entity;
+use Espo\Core\Repositories\Database;
+use Espo\Modules\Crm\Entities\Account as AccountEntity;
 
 /**
- * @extends \Espo\Core\Repositories\Database<\Espo\Modules\Crm\Entities\Account>
+ * @extends Database<AccountEntity>
  */
-class Account extends \Espo\Core\Repositories\Database
-{
-    public function afterSave(Entity $entity, array $options = [])
-    {
-        parent::afterSave($entity, $options);
-
-        if ($entity->has('targetListId')) {
-        	$this->relate($entity, 'targetLists', $entity->get('targetListId'));
-        }
-    }
-}
+class Account extends Database
+{}

application/Espo/Modules/Crm/Repositories/Contact.php

@@ -29,79 +29,10 @@
 
 namespace Espo\Modules\Crm\Repositories;
 
-use Espo\ORM\Entity;
+use Espo\Core\Repositories\Database;
 
 /**
- * @extends \Espo\Core\Repositories\Database<\Espo\Modules\Crm\Entities\Lead>
+ * @extends Database<\Espo\Modules\Crm\Entities\Contact>
  */
-class Contact extends \Espo\Core\Repositories\Database
-{
-    public function afterSave(Entity $entity, array $options = [])
-    {
-        parent::afterSave($entity, $options);
-
-        $this->handleAfterSaveAccounts($entity);
-
-        if ($entity->has('targetListId')) {
-            $this->relate($entity, 'targetLists', $entity->get('targetListId'));
-        }
-    }
-
-    protected function handleAfterSaveAccounts(Entity $entity): void
-    {
-        $accountIdChanged = $entity->has('accountId') &&
-            $entity->get('accountId') != $entity->getFetched('accountId');
-
-        $accountId = null;
-
-        $titleChanged = $entity->has('title') && $entity->get('title') != $entity->getFetched('title');
-
-        if ($accountIdChanged) {
-            $accountId = $entity->get('accountId');
-
-            if (empty($accountId)) {
-                $this->unrelate($entity, 'accounts', $entity->getFetched('accountId'));
-
-                return;
-            }
-        }
-
-        if ($titleChanged) {
-            if (empty($accountId)) {
-                $accountId = $entity->getFetched('accountId');
-
-                if (empty($accountId)) {
-                    return;
-                }
-            }
-        }
-
-        if ($accountIdChanged || $titleChanged) {
-            $accountContact = $this->entityManager
-                ->getRDBRepository('AccountContact')
-                ->select(['role'])
-                ->where([
-                    'accountId' => $accountId,
-                    'contactId' => $entity->getId(),
-                    'deleted' => false,
-                ])
-                ->findOne();
-
-            if (!$accountContact) {
-                if ($accountIdChanged) {
-                    $this->relate($entity, 'accounts', $accountId, [
-                        'role' => $entity->get('title')
-                    ]);
-                }
-
-                return;
-            }
-
-            if ($titleChanged && $entity->get('title') != $accountContact->get('role')) {
-                $this->updateRelation($entity, 'accounts', $accountId, [
-                    'role' => $entity->get('title'),
-                ]);
-            }
-        }
-    }
-}
+class Contact extends Database
+{}

application/Espo/Modules/Crm/Repositories/Lead.php

@@ -29,34 +29,10 @@
 
 namespace Espo\Modules\Crm\Repositories;
 
-use Espo\ORM\Entity;
+use Espo\Core\Repositories\Database;
 
 /**
- * @extends \Espo\Core\Repositories\Database<\Espo\Modules\Crm\Entities\Lead>
+ * @extends Database<\Espo\Modules\Crm\Entities\Lead>
  */
-class Lead extends \Espo\Core\Repositories\Database
-{
-    public function beforeSave(Entity $entity, array $options = [])
-    {
-        if (
-            !$entity->get('convertedAt') &&
-            $entity->get('status') === 'Converted' &&
-            $entity->isAttributeChanged('status')
-        ) {
-            $convertedAt = date('Y-m-d H:i:s');
-
-            $entity->set('convertedAt', $convertedAt);
-        }
-
-        parent::beforeSave($entity, $options);
-    }
-
-    public function afterSave(Entity $entity, array $options = [])
-    {
-        parent::afterSave($entity, $options);
-
-        if ($entity->has('targetListId')) {
-            $this->relate($entity, 'targetLists', $entity->get('targetListId'));
-        }
-    }
-}
+class Lead extends Database
+{}