Sub-Tasks for Project Tasks

[y2chuck]

I'm trying to think of a way to track sub-tasks of a certain project task.

For example, say I had a "Develop CRM system" project and one of the tasks was "create document module". I'd like to break the "create document module" into a bunch of sub-tasks. So the project tree would look like:

Project: Develop CRM system
Project Task: Create Document Module
Sub task1: file upload tool
Sub task2: categorization
Sub task3: auto-experation of docs

etc etc

I was going to just create a custom field and create the sub-tasks as actual Project Tasks and then use the custom field to define what part of the project those tasks belong to. So in this case, I'd have 1 project, 3 Project tasks with "task type" of "create document module"

I could then write some custom reports to pull the info out.

Any suggestions or should I just try and add a "task" subpanel to the Project Task module?

[lvangool]

You should create a parent_id field in the tasks table in the database. This is easy by editing vardefs.php and repairing the db from the Sugar admin. If you want to display the subtasks in a subpanel you should look at layout_defs.php.

Also, the Sugar Wiki can ben useful to you. http://www.sugarcrm.com/wiki/

[y2chuck]

yeah, I've read the sub-panel how to a couple times, just not quite sure how to get it done as I'm not a REAL developer. I see there already is a parent_id in that table so I just added the "create task" (array('widget_class' => 'SubPanelTopCreateTaskButton'),) button on the Project task layout_defs file.

Now I just need to figure out how to make the task show up on the Project Task screen. Think I'm on the right track tho. Thanks for the tip.

[cywolf]

Actually, I think the parent_id that's already defined is a reference to the Project it belongs to. You probably want a new field for a parent Project Task.

[Edit] I thought you were adding a field to Project Tasks - reusing the parent_id field on a Task would be appropriate.

[y2chuck]

Actually, I think the parent_id that's already defined is a reference to the Project it belongs to. You probably want a new field for a parent Project Task.

right.......that's probably why I get ALL tasks when I view a project task.

I followed the instructions in Ken's sub-panel tutorial and this is the relationship I defined in project_relationMetaData.php:

'projects_tasks' => array('lhs_module'=> 'ProjectTask', 'lhs_table'=> 'project_task', 'lhs_key' => 'id',
'rhs_module'=> 'Tasks', 'rhs_table'=> 'tasks', 'rhs_key' => 'parent_id',
'relationship_type'=>'many-to-many',
'join_table'=> 'project_relation', 'join_key_lhs'=>'project_id', 'join_key_rhs'=>'relation_id',
'relationship_role_column'=>'relation_type','relat ionship_role_column_value'=>'task'),

I still get all tasks showing up even though when I create the task, it shows as being associated with the project task. I did a rebuild relationships from the admin panel, but I don't see a record in the project_relation table that associates project tasks with tasks.

I have this error in the log:

Error fetching relationship from cache project_tasks

[cywolf]

I think you're just trying to add a Tasks subpanel to Project Tasks, right? If so, you need to define a relationship like this in ProjectTask/vardefs.php. The definition is based on the existing relationships which are defined there, for linking to other Activity types. This uses the existing parent_type and parent_id fields on the Task to create the link.

,'project_task_tasks' => array('lhs_module'=> 'ProjectTask', 'lhs_table'=> 'project_task', 'lhs_key' => 'id',
		'rhs_module'=> 'Tasks', 'rhs_table'=> 'tasks', 'rhs_key' => 'parent_id',
		'relationship_type'=>'one-to-many', 'relationship_role_column'=>'parent_type',
		'relationship_role_column_value'=>'ProjectTask')

You would then add a virtual field definition like this, which uses the relationship definition to define the list of related objects for the subpanel.

'tasks' => array (
  		'name' => 'tasks',
    		'type' => 'link',
    		'relationship' => 'project_task_tasks',
    		'source'=>'non-db',
		'vname'=>'LBL_TASKS',
 ),

Hope this helps.

[y2chuck]

This is what I did:

1) added the following code to /metadata/project_relationMetaData.php:

'projects_tasks' => array('lhs_module'=> 'ProjectTask', 'lhs_table'=> 'project_task', 'lhs_key' => 'id',
'rhs_module'=> 'Tasks', 'rhs_table'=> 'tasks', 'rhs_key' => 'parent_id',
'relationship_type'=>'one-to-many',
'join_table'=> 'project_relation', 'join_key_lhs'=>'project_id', 'join_key_rhs'=>'relation_id',
'relationship_role_column'=>'relation_type','relat ionship_role_column_value'=>'ProjectTask'),

2) added the following code to /modules/projecttask/vardefs.php:

'tasks' =>array (
'name' => 'tasks',
'type' => 'link',
'relationship' => 'project_tasks',
'module' => 'Tasks',
'source'=> 'non-db',
'ignore_role' =>true,
'vname'=> 'LBL_Tasks',
),

3) added the following code to /modules/projecttask/layout_defs.php:

array('widget_class' => 'SubPanelTopCreateTaskButton'), \\so I get the "create task" button under activities

4) added LBL_Tasks in the language file

5) rebuilt relationships in the admin panel.

I just get all tasks showing up under every project task. I did try creating a meeting under project task and it only shows up under the proper project task so I think my relationship info is not correct. Isn't there supposed to be an entry in the project_relation table since that's what I specified

[y2chuck]

aha!!!!!! got it. Thanks cywolf. When I added the relationship info to the vardefs.php page, it worked. I guess the metadata file I edited wasn't the right one to use.

[realrene]

I tried Posting #6 from cywolf but nothing happend.

I inserted

,'project_task_tasks' => array('lhs_module'=> 'ProjectTask', 'lhs_table'=> 'project_task', 'lhs_key' => 'id',
'rhs_module'=> 'Tasks', 'rhs_table'=> 'tasks', 'rhs_key' => 'parent_id',
'relationship_type'=>'one-to-many', 'relationship_role_column'=>'parent_type',
'relationship_role_column_value'=>'ProjectTask')

and

'tasks' => array (
'name' => 'tasks',
'type' => 'link',
'relationship' => 'project_task_tasks',
'source'=>'non-db',
'vname'=>'LBL_TASKS',
),

in modules/ProjektTask/vardefs.php.

After that, I rebuilded the relationship. But as I say, nothing happend. Whats to do now?

I use Sugar 4.2.1a with german language pack.

Thanks for help!

[y2chuck]

are there any errors in the log files?