dev/core#2313 SearchKit - Default join conditions

CRM/Activity/DAO/ActivityContact.php

@@ -6,7 +6,7 @@
  *
  * Generated from xml/schema/CRM/Activity/ActivityContact.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:3f147b2507b1e11a7df971be191161d1)
+ * (GenCodeChecksum:1263921d2a6832e26c5a7e34c684e35b)
  */
 
 /**
@@ -52,7 +52,7 @@ class CRM_Activity_DAO_ActivityContact extends CRM_Core_DAO {
   public $contact_id;
 
   /**
-   * Nature of this contact's role in the activity: 1 assignee, 2 creator, 3 focus or target.
+   * Determines the contact's role in the activity (source, target, or assignee).
    *
    * @var int
    */
@@ -146,15 +146,16 @@ public static function &fields() {
         'record_type_id' => [
           'name' => 'record_type_id',
           'type' => CRM_Utils_Type::T_INT,
-          'title' => ts('Record Type ID'),
-          'description' => ts('Nature of this contact\'s role in the activity: 1 assignee, 2 creator, 3 focus or target.'),
+          'title' => ts('Activity Contact Type'),
+          'description' => ts('Determines the contact\'s role in the activity (source, target, or assignee).'),
           'where' => 'civicrm_activity_contact.record_type_id',
           'table_name' => 'civicrm_activity_contact',
           'entity' => 'ActivityContact',
           'bao' => 'CRM_Activity_BAO_ActivityContact',
           'localizable' => 0,
           'html' => [
             'type' => 'Select',
+            'label' => ts("Contact Role"),
           ],
           'pseudoconstant' => [
             'optionGroupName' => 'activity_contacts',

CRM/Contact/DAO/RelationshipCache.php

@@ -6,7 +6,7 @@
  *
  * Generated from xml/schema/CRM/Contact/RelationshipCache.xml
  * DO NOT EDIT.  Generated by CRM_Core_CodeGen
- * (GenCodeChecksum:ba039fcadc13e48749f965343301ec1d)
+ * (GenCodeChecksum:ec899f1ccb7f617701d7108dc4282691)
  */
 
 /**
@@ -246,6 +246,9 @@ public static function &fields() {
           'entity' => 'RelationshipCache',
           'bao' => 'CRM_Contact_BAO_RelationshipCache',
           'localizable' => 0,
+          'html' => [
+            'label' => ts("Relationship to contact"),
+          ],
           'pseudoconstant' => [
             'callback' => 'CRM_Core_PseudoConstant::relationshipTypeOptions',
           ],
@@ -280,6 +283,9 @@ public static function &fields() {
           'entity' => 'RelationshipCache',
           'bao' => 'CRM_Contact_BAO_RelationshipCache',
           'localizable' => 0,
+          'html' => [
+            'label' => ts("Relationship from contact"),
+          ],
           'pseudoconstant' => [
             'callback' => 'CRM_Core_PseudoConstant::relationshipTypeOptions',
           ],

Civi/Api4/ActivityContact.php

@@ -20,11 +20,12 @@
 namespace Civi\Api4;
 
 /**
- * ActivityContact Entity.
+ * ActivityContact BridgeEntity.
  *
- * This entity adds a record which relate a contact to activity.
+ * This connects a contact to an activity.
  *
- * Creating a new ActivityContact requires at minimum a contact_id and activity_id.
+ * The record_type_id field determines the contact's role in the activity (source, target, or assignee).
+ * @ui_join_filters record_type_id
  *
  * @see \Civi\Api4\Activity
  * @package Civi\Api4

Civi/Api4/Address.php

@@ -28,6 +28,8 @@
  * Creating a new address requires at minimum a contact's ID and location type ID
  *  and other attributes (although optional) like street address, city, country etc.
  *
+ * @ui_join_filters location_type_id
+ *
  * @package Civi\Api4
  */
 class Address extends Generic\DAOEntity {

Civi/Api4/Entity.php

@@ -103,6 +103,11 @@ public static function getFields($checkPermissions = TRUE) {
           'data_type' => 'Array',
           'description' => 'Connecting fields for EntityBridge types',
         ],
+        [
+          'name' => 'ui_join_filters',
+          'data_type' => 'Array',
+          'description' => 'When joining entities in the UI, which fields should be presented by default in the ON clause',
+        ],
       ];
     }))->setCheckPermissions($checkPermissions);
   }

Civi/Api4/RelationshipCache.php

@@ -24,6 +24,7 @@
  *
  * @see \Civi\Api4\Relationship
  * @bridge near_contact_id far_contact_id
+ * @ui_join_filters near_relation
  * @package Civi\Api4
  */
 class RelationshipCache extends Generic\AbstractEntity {

Civi/Api4/Utils/ReflectionUtils.php

@@ -88,9 +88,9 @@ public static function parseDocBlock($comment) {
         elseif ($key == 'return') {
           $info['return'] = explode('|', $words[0]);
         }
-        elseif ($key == 'options') {
+        elseif ($key == 'options' || $key == 'ui_join_filters') {
           $val = str_replace(', ', ',', implode(' ', $words));
-          $info['options'] = explode(',', $val);
+          $info[$key] = explode(',', $val);
         }
         elseif ($key == 'throws' || $key == 'see') {
           $info[$key][] = implode(' ', $words);

ext/search/Civi/Search/Admin.php

@@ -61,7 +61,7 @@ public static function getOperators():array {
   public static function getSchema() {
     $schema = [];
     $entities = \Civi\Api4\Entity::get()
-      ->addSelect('name', 'title', 'type', 'title_plural', 'description', 'icon', 'paths', 'dao', 'bridge')
+      ->addSelect('name', 'title', 'type', 'title_plural', 'description', 'icon', 'paths', 'dao', 'bridge', 'ui_join_filters')
       ->addWhere('searchable', '=', TRUE)
       ->addOrderBy('title_plural')
       ->setChain([
@@ -142,6 +142,7 @@ public static function getJoins(array $allowedEntities) {
           ) {
             continue;
           }
+          // For dynamic references getTargetEntities will return multiple targets; for normal joins this loop will only run once
           foreach ($reference->getTargetEntities() as $targetTable => $targetEntityName) {
             if (!isset($allowedEntities[$targetEntityName]) || $targetEntityName === $entity['name']) {
               continue;
@@ -158,6 +159,7 @@ public static function getJoins(array $allowedEntities) {
                 'description' => $dynamicCol ? '' : $keyField['label'],
                 'entity' => $targetEntityName,
                 'conditions' => self::getJoinConditions($keyField['name'], $alias . '.' . $reference->getTargetKey(), $targetTable, $dynamicCol),
+                'defaults' => self::getJoinDefaults($alias, $targetEntity),
                 'alias' => $alias,
                 'multi' => FALSE,
               ];
@@ -168,6 +170,7 @@ public static function getJoins(array $allowedEntities) {
                 'description' => $dynamicCol ? '' : $keyField['label'],
                 'entity' => $entity['name'],
                 'conditions' => self::getJoinConditions($reference->getTargetKey(), $alias . '.' . $keyField['name'], $targetTable, $dynamicCol ? $alias . '.' . $dynamicCol : NULL),
+                'defaults' => self::getJoinDefaults($alias, $entity),
                 'alias' => $alias,
                 'multi' => TRUE,
               ];
@@ -192,6 +195,7 @@ public static function getJoins(array $allowedEntities) {
                   [$bridge],
                   self::getJoinConditions('id', $alias . '.' . $baseKey, NULL, NULL)
                 ),
+                'defaults' => self::getJoinDefaults($alias, $targetEntity, $entity),
                 'bridge' => $bridge,
                 'alias' => $alias,
                 'multi' => TRUE,
@@ -206,6 +210,7 @@ public static function getJoins(array $allowedEntities) {
                     [$bridge],
                     self::getJoinConditions($reference->getTargetKey(), $alias . '.' . $keyField['name'], $targetTable, $dynamicCol ? $alias . '.' . $dynamicCol : NULL)
                   ),
+                  'defaults' => self::getJoinDefaults($alias, $baseEntity, $entity),
                   'bridge' => $bridge,
                   'alias' => $alias,
                   'multi' => TRUE,
@@ -246,4 +251,29 @@ private static function getJoinConditions($nearCol, $farCol, $targetTable, $dyna
     return $conditions;
   }
 
+  /**
+   * @param $alias
+   * @param array ...$entities
+   * @return array
+   */
+  private static function getJoinDefaults($alias, ...$entities):array {
+    $conditions = [];
+    foreach ($entities as $entity) {
+      foreach ($entity['ui_join_filters'] ?? [] as $fieldName) {
+        $field = civicrm_api4($entity['name'], 'getFields', [
+          'select' => ['options'],
+          'where' => [['name', '=', $fieldName]],
+          'loadOptions' => ['name'],
+        ])->first();
+        $value = isset($field['options'][0]) ? json_encode($field['options'][0]['name']) : '';
+        $conditions[] = [
+          $alias . '.' . $fieldName . ($value ? ':name' : ''),
+          '=',
+          $value,
+        ];
+      }
+    }
+    return $conditions;
+  }
+
 }

ext/search/ang/crmSearchAdmin.module.js

@@ -116,17 +116,21 @@
         // Add the numbered suffix to the join conditions
         // If this is a deep join, also add the base entity prefix
         var prefix = alias.replace(new RegExp('_?' + join.alias + '_?\\d?\\d?$'), '');
-        _.each(result.conditions, function(condition) {
+        function replaceRefs(condition) {
           if (_.isArray(condition)) {
             _.each(condition, function(ref, side) {
-              if (side !== 1 && _.includes(ref, '.')) {
-                condition[side] = ref.replace(join.alias + '.', alias + '.');
-              } else if (side !== 1 && prefix.length && !_.includes(ref, '"') && !_.includes(ref, "'")) {
-                condition[side] = prefix + '.' + ref;
+              if (side !== 1 && typeof ref === 'string') {
+                if (_.includes(ref, '.')) {
+                  condition[side] = ref.replace(join.alias + '.', alias + '.');
+                } else if (prefix.length && !_.includes(ref, '"') && !_.includes(ref, "'")) {
+                  condition[side] = prefix + '.' + ref;
+                }
               }
             });
           }
-        });
+        }
+        _.each(result.conditions, replaceRefs);
+        _.each(result.defaults, replaceRefs);
         return result;
       }
       function getFieldAndJoin(fieldName, entityName) {

ext/search/ang/crmSearchAdmin/compose/criteria.html

@@ -4,8 +4,11 @@
       <fieldset ng-repeat="join in $ctrl.savedSearch.api_params.join">
         <div class="form-inline">
           <label for="crm-search-join-{{ $index }}">{{:: ts('With') }}</label>
-          <input id="crm-search-join-{{ $index }}" class="form-control huge" ng-model="join[0]" crm-ui-select="{placeholder: ' ', data: getJoinEntities}" ng-change="changeJoin($index)" />
+          <input id="crm-search-join-{{ $index }}" class="form-control huge" ng-model="join[0]" crm-ui-select="{placeholder: ' ', data: getJoinEntities}" disabled >
           <select class="form-control" ng-model="join[1]" ng-options="o.k as o.v for o in ::joinTypes" ></select>
+          <button class="btn btn-xs btn-danger-outline" ng-click="$ctrl.clearParam('join', $index)" title="{{:: ts('Remove join') }}">
+            <i class="crm-i fa-trash" aria-hidden="true"></i>
+          </button>
         </div>
         <fieldset class="api4-clause-fieldset">
           <crm-search-clause clauses="join" format="json" skip="2 + getJoin(join[0]).conditions.length" op="AND" label="{{ ts('If') }}" fields="fieldsForWhere" ></crm-search-clause>

ext/search/ang/crmSearchAdmin/crmSearchAdmin.component.js

@@ -245,22 +245,16 @@
             _.each(_.cloneDeep(join.conditions), function(condition) {
               params.push(condition);
             });
+            _.each(_.cloneDeep(join.defaults), function(condition) {
+              params.push(condition);
+            });
             ctrl.savedSearch.api_params.join.push(params);
             loadFieldOptions();
           }
           $scope.controls.join = '';
         });
       };
 
-      $scope.changeJoin = function(idx) {
-        if (ctrl.savedSearch.api_params.join[idx][0]) {
-          ctrl.savedSearch.api_params.join[idx].length = 2;
-          loadFieldOptions();
-        } else {
-          ctrl.clearParam('join', idx);
-        }
-      };
-
       $scope.changeGroupBy = function(idx) {
         if (!ctrl.savedSearch.api_params.groupBy[idx]) {
           ctrl.clearParam('groupBy', idx);

ext/search/css/search.css

@@ -69,9 +69,6 @@
   right: 0;
   top: 0;
 }
-#bootstrap-theme.crm-search crm-search-clause > .btn-group .btn {
-  border: 0 none;
-}
 
 #bootstrap-theme.crm-search fieldset div.api4-input {
   margin-bottom: 10px;

xml/schema/Activity/ActivityContact.xml

@@ -53,13 +53,14 @@
   <field>
     <name>record_type_id</name>
     <type>int unsigned</type>
-    <title>Record Type ID</title>
-    <comment>Nature of this contact's role in the activity: 1 assignee, 2 creator, 3 focus or target.</comment>
+    <title>Activity Contact Type</title>
+    <comment>Determines the contact's role in the activity (source, target, or assignee).</comment>
     <pseudoconstant>
       <optionGroupName>activity_contacts</optionGroupName>
     </pseudoconstant>
     <html>
       <type>Select</type>
+      <label>Contact Role</label>
     </html>
     <add>4.4</add>
   </field>

xml/schema/Contact/RelationshipCache.xml

@@ -93,6 +93,9 @@
     <length>64</length>
     <comment>name for relationship of near_contact to far_contact.</comment>
     <add>5.29</add>
+    <html>
+      <label>Relationship to contact</label>
+    </html>
     <pseudoconstant>
       <callback>CRM_Core_PseudoConstant::relationshipTypeOptions</callback>
     </pseudoconstant>
@@ -124,6 +127,9 @@
     <length>64</length>
     <comment>name for relationship of far_contact to near_contact.</comment>
     <add>5.29</add>
+    <html>
+      <label>Relationship from contact</label>
+    </html>
     <pseudoconstant>
       <callback>CRM_Core_PseudoConstant::relationshipTypeOptions</callback>
     </pseudoconstant>