Add custom subpanel in Accounts module

There comes the time when sales rep finds it irritating to view opportunities Closed Won and Closed Lost under same subpanel.

Lets make custom subpanels separating Closed Won and Closed Lost.

In this blog post, we will add those subpanels under Accounts module.

Step 1 : Create custom/Extension/modules/Accounts/Ext/Layoutdefs/<any_name>.php and write the following code into it.

<?php 
$layout_defs['Accounts']['subpanel_setup']['opp_closed_lost'] =
        array('order' => 49,
            'module' => 'Opportunities',
            'subpanel_name' => 'ForAccounts',
            'get_subpanel_data' => 'function:get_closed_lost_closed_won_opportunities',
            'generate_select' => true,
            'title_key' => 'LBL_OPPORTUNITIES_WITH_CLOSED_LOST',
            'top_buttons' => array(),
            'function_parameters' => array(
                'import_function_file' => 'custom/modules/Accounts/customOpportunitiesSubpanel.php',
                'sales_stage' => 'Closed Lost',
                'account_id' => $this->_focus->id,
                'return_as_array' => 'true'
            ),
);
$layout_defs['Accounts']['subpanel_setup']['opp_closed_won'] =
        array('order' => 50,
            'module' => 'Opportunities',
            'subpanel_name' => 'ForAccounts',
            'get_subpanel_data' => 'function:get_closed_lost_closed_won_opportunities',
            'generate_select' => true,
            'title_key' => 'LBL_OPPORTUNITIES_WITH_CLOSED_WON',
            'top_buttons' => array(),
            'function_parameters' => array(
                'import_function_file' => 'custom/modules/Accounts/customOpportunitiesSubpanel.php',
                'sales_stage' => 'Closed Won',
                'account_id' => $this->_focus->id,
                'return_as_array' => 'true'
            ),
);

Step 2 : Create custom/modules/Accounts/customOpportunitiesSubpanel.php and write following code into it.

<?php 
function get_closed_lost_closed_won_opportunities($params) {
    $args = func_get_args();
    $opportunitiesSalesStage = $args[0]['sales_stage'];
    $accountId = $args[0]['account_id'];
    $return_array['select'] = " SELECT opportunities.*";
    $return_array['from'] = " FROM opportunities ";
    $return_array['where'] = " WHERE opportunities.deleted = '0' AND opportunities.sales_stage = '" . $opportunitiesSalesStage . "'";
    $return_array['join'] = " INNER JOIN accounts_opportunities ON accounts_opportunities.opportunity_id = opportunities.id AND accounts_opportunities.deleted = '0' INNER JOIN accounts ON accounts.id = accounts_opportunities.account_id AND accounts.deleted = '0' AND accounts.id = '" . $accountId . "'";
    $return_array['join_tables'] = '';
    return $return_array;
}

Step 3 : Create custom/Extension/modules/Accounts/Ext/Language/en_us.<any_name>.php and write the following custom label into it.

<?php 
$mod_strings['LBL_OPPORTUNITIES_WITH_CLOSED_LOST'] = "Opportunities With Closed Lost";
$mod_strings['LBL_OPPORTUNITIES_WITH_CLOSED_WON'] = "Opportunities With Closed Won";

Step 4 : Do Quick Repair and Rebuild from Admin panel.