2 if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
3 /*********************************************************************************
4 * SugarCRM Community Edition is a customer relationship management program developed by
5 * SugarCRM, Inc. Copyright (C) 2004-2011 SugarCRM Inc.
7 * This program is free software; you can redistribute it and/or modify it under
8 * the terms of the GNU Affero General Public License version 3 as published by the
9 * Free Software Foundation with the addition of the following permission added
10 * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
11 * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
12 * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
14 * This program is distributed in the hope that it will be useful, but WITHOUT
15 * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
16 * FOR A PARTICULAR PURPOSE. See the GNU Affero General Public License for more
19 * You should have received a copy of the GNU Affero General Public License along with
20 * this program; if not, see http://www.gnu.org/licenses or write to the Free
21 * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
24 * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
25 * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
27 * The interactive user interfaces in modified source and object code versions
28 * of this program must display Appropriate Legal Notices, as required under
29 * Section 5 of the GNU Affero General Public License version 3.
31 * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
32 * these Appropriate Legal Notices must retain the display of the "Powered by
33 * SugarCRM" logo. If the display of the logo is not reasonably feasible for
34 * technical reasons, the Appropriate Legal Notices must display the words
35 * "Powered by SugarCRM".
36 ********************************************************************************/
38 $dictionary['Lead'] = array('table' => 'leads','audited'=>true, 'unified_search' => true, 'unified_search_default_enabled' => true, 'duplicate_merge'=>true,
39 'comment' => 'Leads are persons of interest early in a sales cycle', 'fields' => array (
44 'name' => 'converted',
45 'vname' => 'LBL_CONVERTED',
48 'comment' => 'Has Lead been converted to a Contact (and other Sugar objects)'
52 'name' => 'refered_by',
53 'vname' => 'LBL_REFERED_BY',
56 'comment' => 'Identifies who refered the lead',
57 'merge_filter' => 'enabled',
61 'name' => 'lead_source',
62 'vname' => 'LBL_LEAD_SOURCE',
64 'options'=> 'lead_source_dom',
67 'comment' => 'Lead source (ex: Web, print)',
68 'merge_filter' => 'enabled',
70 'lead_source_description' =>
72 'name' => 'lead_source_description',
73 'vname' => 'LBL_LEAD_SOURCE_DESCRIPTION',
75 'group'=>'lead_source',
76 'comment' => 'Description of the lead source'
81 'vname' => 'LBL_STATUS',
84 'options' => 'lead_status_dom',
86 'comment' => 'Status of the lead',
87 'merge_filter' => 'enabled',
89 'status_description' =>
91 'name' => 'status_description',
92 'vname' => 'LBL_STATUS_DESCRIPTION',
95 'comment' => 'Description of the status of the lead'
99 'name' => 'department',
100 'vname' => 'LBL_DEPARTMENT',
103 'comment' => 'Department the lead belongs to',
104 'merge_filter' => 'enabled',
108 'name' => 'reports_to_id',
109 'vname' => 'LBL_REPORTS_TO_ID',
112 'comment' => 'ID of Contact the Lead reports to'
116 'name' => 'report_to_name',
118 'id_name' => 'reports_to_id',
119 'vname' => 'LBL_REPORTS_TO',
121 // 'link'=>'reports_to_link',
122 'table' => 'contacts',
124 'module' => 'Contacts',
125 'dbType' => 'varchar',
129 'massupdate' => false,
131 'reports_to_link' => array (
132 'name' => 'reports_to_link',
134 'relationship' => 'lead_direct_reports',
138 'vname'=>'LBL_REPORTS_TO',
140 'reportees' => array (
141 'name' => 'reportees',
143 'relationship' => 'lead_direct_reports',
147 'vname'=>'LBL_REPORTS_TO',
150 'name' => 'contacts',
152 'relationship' => 'contact_leads',
153 'module' => "Contacts",
154 'source' => 'non-db',
155 'vname' => 'LBL_CONTACTS',
157 /*'acc_name_from_accounts' =>
159 'name' => 'acc_name_from_accounts',
161 'id_name' => 'account_id',
162 'vname' => 'LBL_ACCOUNT_NAME_1',
164 'link' => 'accounts',
165 'table' => 'accounts',
166 'join_name'=>'accounts',
168 'module' => 'Accounts',
169 'dbType' => 'varchar',
171 'source' => 'non-db',
172 'unified_search' => false,
173 'massupdate' => false,
179 'name' => 'account_name',
180 'vname' => 'LBL_ACCOUNT_NAME',
183 'unified_search' => true,
184 'comment' => 'Account name for lead',
190 'name' => 'accounts',
192 'relationship' => 'account_leads',
193 'link_type' => 'one',
194 'source' => 'non-db',
195 'vname' => 'LBL_ACCOUNT',
196 'duplicate_merge'=> 'disabled',
199 'account_description' =>
201 'name' => 'account_description',
202 'vname' => 'LBL_ACCOUNT_DESCRIPTION',
204 'group'=>'account_name',
205 'unified_search' => true,
206 'comment' => 'Description of lead account'
210 'name' => 'contact_id',
213 'vname'=>'LBL_CONTACT_ID',
214 'comment' => 'If converted, Contact ID resulting from the conversion'
219 'link_type' => 'one',
220 'relationship' => 'contact_leads',
221 'source' => 'non-db',
222 'vname' => 'LBL_LEADS',
223 'reportable' => false,
227 'name' => 'account_id',
230 'vname'=>'LBL_ACCOUNT_ID',
231 'comment' => 'If converted, Account ID resulting from the conversion'
235 'name' => 'opportunity_id',
238 'vname'=>'LBL_OPPORTUNITY_ID',
239 'comment' => 'If converted, Opportunity ID resulting from the conversion'
241 'opportunity' => array (
242 'name' => 'opportunity',
244 'link_type' => 'one',
245 'relationship' => 'opportunity_leads',
246 'source' => 'non-db',
247 'vname' => 'LBL_OPPORTUNITIES',
249 'opportunity_name' =>
251 'name' => 'opportunity_name',
252 'vname' => 'LBL_OPPORTUNITY_NAME',
255 'comment' => 'Opportunity name associated with lead'
257 'opportunity_amount' =>
259 'name' => 'opportunity_amount',
260 'vname' => 'LBL_OPPORTUNITY_AMOUNT',
262 'group'=>'opportunity_name',
264 'comment' => 'Amount of the opportunity'
268 'name' => 'campaign_id',
271 'vname'=>'LBL_CAMPAIGN_ID',
272 'comment' => 'Campaign that generated lead'
277 'name' => 'campaign_name',
279 'id_name' => 'campaign_id',
280 'vname' => 'LBL_CAMPAIGN',
282 'link' => 'campaign_leads',
283 'table' => 'campaigns',
285 'module' => 'Campaigns',
286 'source' => 'non-db',
290 'name' => 'campaign_leads',
292 'vname' => 'LBL_CAMPAIGN_LEAD',
293 'relationship' => 'campaign_leads',
294 'source' => 'non-db',
296 'c_accept_status_fields' =>
298 'name' => 'c_accept_status_fields',
300 'relationship_fields'=>array('id' => 'accept_status_id', 'accept_status' => 'accept_status_name'),
301 'vname' => 'LBL_LIST_ACCEPT_STATUS',
304 'link_type' => 'relationship_info',
305 'source' => 'non-db',
306 'importable' => 'false',
307 'duplicate_merge'=> 'disabled',
308 'studio' => array('listview' => false),
310 'm_accept_status_fields' =>
312 'name' => 'm_accept_status_fields',
314 'relationship_fields'=>array('id' => 'accept_status_id', 'accept_status' => 'accept_status_name'),
315 'vname' => 'LBL_LIST_ACCEPT_STATUS',
317 'link' => 'meetings',
318 'link_type' => 'relationship_info',
319 'source' => 'non-db',
320 'importable' => 'false',
322 'duplicate_merge'=> 'disabled',
323 'studio' => array('listview' => false),
325 'accept_status_id' =>
327 'name' => 'accept_status_id',
329 'source' => 'non-db',
330 'vname' => 'LBL_LIST_ACCEPT_STATUS',
331 'studio' => array('listview' => false),
333 'accept_status_name' =>
335 'massupdate' => false,
336 'name' => 'accept_status_name',
338 'source' => 'non-db',
339 'vname' => 'LBL_LIST_ACCEPT_STATUS',
340 'options' => 'dom_meeting_accept_status',
341 'importable' => 'false',
347 'query_type' => 'default',
348 'source' => 'non-db',
349 'operator' => 'subquery',
350 'subquery' => 'SELECT eabr.bean_id FROM email_addr_bean_rel eabr JOIN email_addresses ea ON (ea.id = eabr.email_address_id) WHERE eabr.deleted=0 AND ea.email_address LIKE',
354 'vname' =>'LBL_ANY_EMAIL',
355 'studio' => array('visible'=>false, 'searchview'=>true),
357 'webtolead_email1' =>
359 'name' => 'webtolead_email1',
360 'vname' => 'LBL_EMAIL_ADDRESS',
363 'source' => 'non-db',
364 'comment' => 'Main email address of lead',
365 'importable' => 'false',
368 'webtolead_email2' =>
370 'name' => 'webtolead_email2',
371 'vname' => 'LBL_OTHER_EMAIL_ADDRESS',
374 'source' => 'non-db',
375 'comment' => 'Secondary email address of lead',
376 'importable' => 'false',
379 'webtolead_email_opt_out' =>
381 'name' => 'webtolead_email_opt_out',
382 'vname' => 'LBL_EMAIL_OPT_OUT',
384 'source' => 'non-db',
385 'comment' => 'Indicator signaling if lead elects to opt out of email campaigns',
386 'importable' => 'false',
387 'massupdate' => false,
390 'webtolead_invalid_email' =>
392 'name' => 'webtolead_invalid_email',
393 'vname' => 'LBL_INVALID_EMAIL',
395 'source' => 'non-db',
396 'comment' => 'Indicator that email address for lead is invalid',
397 'importable' => 'false',
398 'massupdate' => false,
403 'name' => 'birthdate',
404 'vname' => 'LBL_BIRTHDATE',
405 'massupdate' => false,
407 'comment' => 'The birthdate of the contact'
412 'name' => 'portal_name',
413 'vname' => 'LBL_PORTAL_NAME',
417 'comment' => 'Portal user name when lead created via lead portal',
418 //BEGIN SUGARCRM flav!=ent
424 'name' => 'portal_app',
425 'vname' => 'LBL_PORTAL_APP',
429 'comment' => 'Portal application that resulted in created of lead',
430 //BEGIN SUGARCRM flav!=ent
436 'vname' => 'LBL_WEBSITE',
438 'dbType' => 'varchar',
440 'comment' => 'URL of website for the company',
447 'relationship' => 'lead_tasks',
449 'vname'=>'LBL_TASKS',
455 'relationship' => 'lead_notes',
457 'vname'=>'LBL_NOTES',
461 'name' => 'meetings',
463 'relationship' => 'meetings_leads',
465 'vname'=>'LBL_MEETINGS',
471 'relationship' => 'calls_leads',
473 'vname'=>'LBL_CALLS',
477 'name' => 'oldmeetings',
479 'relationship' => 'lead_meetings',
481 'vname'=>'LBL_MEETINGS',
485 'name' => 'oldcalls',
487 'relationship' => 'lead_calls',
489 'vname'=>'LBL_CALLS',
495 'relationship' => 'emails_leads_rel',
497 'unified_search'=>true,
498 'vname'=>'LBL_EMAILS',
502 'name' => 'email_addresses',
504 'relationship' => 'leads_email_addresses',
505 'source' => 'non-db',
506 'vname' => 'LBL_EMAIL_ADDRESSES',
508 'rel_fields' => array('primary_address' => array('type'=>'bool')),
510 'email_addresses_primary' =>
512 'name' => 'email_addresses_primary',
514 'relationship' => 'leads_email_addresses_primary',
515 'source' => 'non-db',
516 'vname' => 'LBL_EMAIL_ADDRESS_PRIMARY',
517 'duplicate_merge'=> 'disabled',
521 'name' => 'campaigns',
523 'relationship' => 'lead_campaign_log',
524 'module'=>'CampaignLog',
525 'bean_name'=>'CampaignLog',
527 'vname'=>'LBL_CAMPAIGNLOG',
531 'name' => 'prospect_lists',
533 'relationship' => 'prospect_list_leads',
534 'module'=>'ProspectLists',
536 'vname'=>'LBL_PROSPECT_LIST',
540 , 'indices' => array (
541 array('name' =>'idx_lead_acct_name_first', 'type'=>'index', 'fields'=>array('account_name','deleted')),
542 array('name' =>'idx_lead_last_first', 'type'=>'index', 'fields'=>array('last_name','first_name','deleted')),
543 array('name' =>'idx_lead_del_stat', 'type'=>'index', 'fields'=>array('last_name','status','deleted','first_name')),
544 array('name' =>'idx_lead_opp_del', 'type'=>'index', 'fields'=>array('opportunity_id','deleted',)),
545 array('name' =>'idx_leads_acct_del', 'type'=>'index', 'fields'=>array('account_id','deleted',)),
546 array('name' => 'idx_del_user', 'type' => 'index', 'fields'=> array('deleted', 'assigned_user_id')),
547 array('name' =>'idx_lead_assigned', 'type'=>'index', 'fields'=>array('assigned_user_id')),
548 array('name' =>'idx_lead_contact', 'type'=>'index', 'fields'=>array('contact_id')),
549 array('name' =>'idx_reports_to', 'type'=>'index', 'fields'=>array('reports_to_id')),
550 array('name' =>'idx_lead_phone_work', 'type'=>'index', 'fields'=>array('phone_work')),
551 array('name' =>'idx_leads_id_del', 'type'=>'index', 'fields'=>array('id','deleted',)),
554 , 'relationships' => array (
555 'lead_direct_reports' => array('lhs_module'=> 'Leads', 'lhs_table'=> 'leads', 'lhs_key' => 'id',
556 'rhs_module'=> 'Leads', 'rhs_table'=> 'leads', 'rhs_key' => 'reports_to_id',
557 'relationship_type'=>'one-to-many'),
558 'lead_tasks' => array('lhs_module'=> 'Leads', 'lhs_table'=> 'leads', 'lhs_key' => 'id',
559 'rhs_module'=> 'Tasks', 'rhs_table'=> 'tasks', 'rhs_key' => 'parent_id',
560 'relationship_type'=>'one-to-many', 'relationship_role_column'=>'parent_type',
561 'relationship_role_column_value'=>'Leads')
562 ,'lead_notes' => array('lhs_module'=> 'Leads', 'lhs_table'=> 'leads', 'lhs_key' => 'id',
563 'rhs_module'=> 'Notes', 'rhs_table'=> 'notes', 'rhs_key' => 'parent_id',
564 'relationship_type'=>'one-to-many', 'relationship_role_column'=>'parent_type',
565 'relationship_role_column_value'=>'Leads')
567 ,'lead_meetings' => array('lhs_module'=> 'Leads', 'lhs_table'=> 'leads', 'lhs_key' => 'id',
568 'rhs_module'=> 'Meetings', 'rhs_table'=> 'meetings', 'rhs_key' => 'parent_id',
569 'relationship_type'=>'one-to-many', 'relationship_role_column'=>'parent_type',
570 'relationship_role_column_value'=>'Leads')
572 ,'lead_calls' => array('lhs_module'=> 'Leads', 'lhs_table'=> 'leads', 'lhs_key' => 'id',
573 'rhs_module'=> 'Calls', 'rhs_table'=> 'calls', 'rhs_key' => 'parent_id',
574 'relationship_type'=>'one-to-many', 'relationship_role_column'=>'parent_type',
575 'relationship_role_column_value'=>'Leads')
577 ,'lead_emails' => array('lhs_module'=> 'Leads', 'lhs_table'=> 'leads', 'lhs_key' => 'id',
578 'rhs_module'=> 'Emails', 'rhs_table'=> 'emails', 'rhs_key' => 'parent_id',
579 'relationship_type'=>'one-to-many', 'relationship_role_column'=>'parent_type',
580 'relationship_role_column_value'=>'Leads'),
581 'lead_campaign_log' => array(
582 'lhs_module' => 'Leads',
583 'lhs_table' => 'leads',
585 'rhs_module' => 'CampaignLog',
586 'rhs_table' => 'campaign_log',
587 'rhs_key' => 'target_id',
588 'relationship_type' =>'one-to-many'
592 //This enables optimistic locking for Saves From EditView
593 ,'optimistic_locking'=>true,
596 VardefManager::createVardef('Leads','Lead', array('default', 'assignable',