Option to limit case roles to certain groups

CRM/Case/BAO/CaseType.php

@@ -167,7 +167,7 @@ class CRM_Case_BAO_CaseType extends CRM_Case_DAO_CaseType {
       foreach ($definition['caseRoles'] as $values) {
         $xmlFile .= "<RelationshipType>\n";
         foreach ($values as $key => $value) {
-          $xmlFile .= "<{$key}>" . self::encodeXmlString($value) . "</{$key}>\n";
+          $xmlFile .= "<{$key}>" . (is_array($value) ? implode(',', array_map(['\CRM_Case_BAO_CaseType', 'encodeXmlString'], $value)) : self::encodeXmlString($value)) . "</{$key}>\n";
         }
         $xmlFile .= "</RelationshipType>\n";
       }
@@ -284,7 +284,11 @@ class CRM_Case_BAO_CaseType extends CRM_Case_DAO_CaseType {
     if (isset($xml->CaseRoles)) {
       $definition['caseRoles'] = [];
       foreach ($xml->CaseRoles->RelationshipType as $caseRoleXml) {
-        $definition['caseRoles'][] = json_decode(json_encode($caseRoleXml), TRUE);
+        $caseRole = json_decode(json_encode($caseRoleXml), TRUE);
+        if (!empty($caseRole['groups'])) {
+          $caseRole['groups'] = explode(',', $caseRole['groups']);
+        }
+        $definition['caseRoles'][] = $caseRole;
       }
     }
 

CRM/Case/Form/CaseView.php

@@ -168,11 +168,31 @@ class CRM_Case_Form_CaseView extends CRM_Core_Form {
     }
 
     $allowedRelationshipTypes = CRM_Contact_BAO_Relationship::getContactRelationshipType($this->_contactID);
+    $relationshipTypeMetadata = CRM_Contact_Form_Relationship::getRelationshipTypeMetadata($allowedRelationshipTypes);
+
+    $caseTypeDefinition = civicrm_api3('CaseType', 'getsingle', ['name' => $this->_caseType])['definition'];
+
+    foreach ($caseTypeDefinition['caseRoles'] as $role) {
+      if (!empty($role['groups'])) {
+        $relationshipType = civicrm_api3('RelationshipType', 'get', [
+          'sequential' => 1,
+          'name_a_b' => $role['name'],
+          'name_b_a' => $role['name'],
+          'options' => ['limit' => 1, 'or' => [["name_a_b", "name_b_a"]]],
+        ]);
+        if (($relationshipType['values'][0]['name_a_b'] ?? NULL) === $role['name']) {
+          $relationshipTypeMetadata[$relationshipType['id']]['group_a'] = $role['groups'];
+        }
+        if (($relationshipType['values'][0]['name_b_a'] ?? NULL) === $role['name']) {
+          $relationshipTypeMetadata[$relationshipType['id']]['group_b'] = $role['groups'];
+        }
+      }
+    }
 
     CRM_Core_Resources::singleton()
       ->addScriptFile('civicrm', 'js/crm.livePage.js', 1, 'html-header')
       ->addScriptFile('civicrm', 'templates/CRM/Case/Form/CaseView.js', 2, 'html-header')
-      ->addVars('relationshipTypes', CRM_Contact_Form_Relationship::getRelationshipTypeMetadata($allowedRelationshipTypes));
+      ->addVars('relationshipTypes', $relationshipTypeMetadata);
 
     $xmlProcessor = new CRM_Case_XMLProcessor_Process();
     $caseRoles = $xmlProcessor->get($this->_caseType, 'CaseRoles');

ang/crmCaseType/rolesTable.html

@@ -8,6 +8,7 @@ Required vars: caseType
 	    <th>{{ts('Display Label')}}</th>
 	    <th>{{ts('Assign to Creator')}}</th>
 	    <th>{{ts('Is Manager')}}</th>
+	    <th>{{ts('Restrict to Groups')}}</th>
 	    <th></th>
 	  </tr>
   </thead>
@@ -17,6 +18,10 @@ Required vars: caseType
 	    <td>{{relType.displayLabel}}</td>
 	    <td><input type="checkbox" ng-model="relType.creator" ng-true-value="'1'" ng-false-value="'0'"></td>
 	    <td><input type="radio" ng-model="relType.manager" value="1" ng-change="onManagerChange(relType)"></td>
+	    <td><input ng-list class="big"
+				crm-entityref="{entity: 'Group', api: {id_field: 'name', params: {is_hidden: 0, is_active: 1}}, select: {allowClear: true, multiple: true, placeholder: ts('Select Group')}}"
+				ng-model="relType.groups"
+			/></td>
 	    <td>
 	      <a crm-icon="fa-trash" class="crm-hover-button" ng-click="removeItem(caseType.definition.caseRoles,relType)" title="{{ts('Remove')}}"></a>
 	    </td>

templates/CRM/Case/Form/CaseView.js

@@ -73,29 +73,12 @@
             var val = $(this).val();
             $contactField.val('').change().prop('disabled', !val);
             if (val) {
-              var
-                pieces = val.split('_'),
-                rType = pieces[0],
-                target = pieces[2], // b or a
-                contact_type = CRM.vars.relationshipTypes[rType]['contact_type_' + target],
-                contact_sub_type = CRM.vars.relationshipTypes[rType]['contact_sub_type_' + target],
-                api = {params: {}};
-              if (contact_type) {
-                api.params.contact_type = contact_type;
-              }
-              if (contact_sub_type) {
-                api.params.contact_sub_type = contact_sub_type;
-              }
-              $contactField
-                .data('api-params', api)
-                .data('user-filter', {})
-                .attr('placeholder', CRM.vars.relationshipTypes[rType]['placeholder_' + target])
-                .change();
+              prepareRelationshipField(val, $contactField);
             }
           })
           .val('')
           .change();
-        $contactField.val('').crmEntityRef({create: true, api: {params: {contact_type: 'Individual'}}});
+        $contactField.val('').crmEntityRef();
       },
       post: function(data) {
         var contactID = $('[name=add_role_contact_id]', this).val(),
@@ -114,11 +97,7 @@
     },
     '#editCaseRoleDialog': {
       pre: function(data) {
-        var params = {create: true};
-        if (data.contact_type) {
-          params.api = {params: {contact_type: data.contact_type}};
-        }
-        $('[name=edit_role_contact_id]', this).val('').crmEntityRef(params);
+        prepareRelationshipField(data.rel_type, $('[name=edit_role_contact_id]', this));
       },
       post: function(data) {
         data.rel_contact = $('[name=edit_role_contact_id]', this).val();
@@ -164,6 +143,31 @@
   },
     detached = {};
 
+  function prepareRelationshipField(relType, $contactField) {
+    var
+      pieces = relType.split('_'),
+      rType = pieces[0],
+      target = pieces[2], // b or a
+      relationshipType = CRM.vars.relationshipTypes[rType],
+      api = {params: {}};
+    if (relationshipType['contact_type_' + target]) {
+      api.params.contact_type = relationshipType['contact_type_' + target];
+    }
+    if (relationshipType['contact_sub_type_' + target]) {
+      api.params.contact_sub_type = relationshipType['contact_sub_type_' + target];
+    }
+    if (relationshipType['group_' + target]) {
+      api.params.group = {IN: relationshipType['group_' + target]};
+    }
+    $contactField
+      .data('create-links', !relationshipType['group_' + target])
+      .data('api-params', api)
+      .data('user-filter', {})
+      .attr('placeholder', relationshipType['placeholder_' + target])
+      .change()
+      .crmEntityRef();
+  }
+
   function detachMiniForms() {
     detached = {};
     $.each(miniForms, function(selector) {