[jira] Created: (OFBIZ-1641) Screens to manage Accounts in SFA webapp

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[jira] Issue Comment Edited: (OFBIZ-1641) Screens to manage Accounts in SFA webapp

Nicolas Malin (Jira)

    [ https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12593995#action_12593995 ]

santosh.malviya edited comment on OFBIZ-1641 at 5/3/08 6:36 AM:
----------------------------------------------------------------

Hello
Latest patch is uploaded according to new changes into Lead and Contact like  find result form is now same as both Contact and Lead also removed "viewAccount" from controller and "CommonAccountDecorator" from commonScreens and "AccountTabBar" from SfaMenus.

Regards
Santosh Malviya


      was (Author: santosh.malviya):
    Hello
Latest patch is uploaded according to new changes into Lead and Contact also removed "viewAccount" from controller and "CommonAccountDecorator" from commonScreens and "AccountTabBar" from SfaMenus.

Regards
Santosh Malviya

 

> Screens to manage Accounts in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1641
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1641
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Anil K Patel
>            Assignee: Anil K Patel
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_find_createAccount.patch, sfa_find_createAccount.patch
>
>
> The following are screens and details for them related to an account. These may be
> best as separate screens or as desired certain ones can be combined.
> • Find Account
> • Accessed from the application/header level "Accounts" tab
> • Includes a search fields entry form and a search results display form
> • All search results will be filtered by accounts the current user is associated with unless
> the user has permission to view all
> • Like the normal Party Search except with a filter on partyTypeId=PARTY_GROUP
> and include a PartyRole record for the "ACCOUNT" roleTypeId
> • Includes a link to the Create/Edit Account page with no "partyId" to identify the account
> for the purpose of creating a new account
> • Account and Contact Hierarchy View/Browse
> • Account Home (Summary)
> • This page will include summary information for the account including basic account
> fields, contact mechanisms (addresses, phone numbers, etc) activities, opportunities,
> contacts, cases, partners, contracts, account teams, and notes.
> • Create/Edit Account
> • If a "partyId" parameter is passed in this page will act as an Edit Account page, if
> not it will act as a Create Account page (both being very similar)

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[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)

     [ https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Santosh Malviya updated OFBIZ-1641:
-----------------------------------

    Attachment: sfa_createAccount.patch

Hello
Mistakenly I forgot to remove form "AccountForms.xml" so this is latest patch.

Regards
Santosh Malviya

> Screens to manage Accounts in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1641
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1641
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Anil K Patel
>            Assignee: Anil K Patel
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_find_createAccount.patch, sfa_find_createAccount.patch
>
>
> The following are screens and details for them related to an account. These may be
> best as separate screens or as desired certain ones can be combined.
> • Find Account
> • Accessed from the application/header level "Accounts" tab
> • Includes a search fields entry form and a search results display form
> • All search results will be filtered by accounts the current user is associated with unless
> the user has permission to view all
> • Like the normal Party Search except with a filter on partyTypeId=PARTY_GROUP
> and include a PartyRole record for the "ACCOUNT" roleTypeId
> • Includes a link to the Create/Edit Account page with no "partyId" to identify the account
> for the purpose of creating a new account
> • Account and Contact Hierarchy View/Browse
> • Account Home (Summary)
> • This page will include summary information for the account including basic account
> fields, contact mechanisms (addresses, phone numbers, etc) activities, opportunities,
> contacts, cases, partners, contracts, account teams, and notes.
> • Create/Edit Account
> • If a "partyId" parameter is passed in this page will act as an Edit Account page, if
> not it will act as a Create Account page (both being very similar)

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[jira] Issue Comment Edited: (OFBIZ-1641) Screens to manage Accounts in SFA webapp

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)

    [ https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12594147#action_12594147 ]

santosh.malviya edited comment on OFBIZ-1641 at 5/5/08 9:20 PM:
----------------------------------------------------------------

Hello
Mistakenly I forgot to remove form "AccountForms.xml" since new form is added and location is also changed,so this is latest patch.

Regards
Santosh Malviya

      was (Author: santosh.malviya):
    Hello
Mistakenly I forgot to remove form "AccountForms.xml" so this is latest patch.

Regards
Santosh Malviya
 

> Screens to manage Accounts in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1641
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1641
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Anil K Patel
>            Assignee: Anil K Patel
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_find_createAccount.patch, sfa_find_createAccount.patch
>
>
> The following are screens and details for them related to an account. These may be
> best as separate screens or as desired certain ones can be combined.
> • Find Account
> • Accessed from the application/header level "Accounts" tab
> • Includes a search fields entry form and a search results display form
> • All search results will be filtered by accounts the current user is associated with unless
> the user has permission to view all
> • Like the normal Party Search except with a filter on partyTypeId=PARTY_GROUP
> and include a PartyRole record for the "ACCOUNT" roleTypeId
> • Includes a link to the Create/Edit Account page with no "partyId" to identify the account
> for the purpose of creating a new account
> • Account and Contact Hierarchy View/Browse
> • Account Home (Summary)
> • This page will include summary information for the account including basic account
> fields, contact mechanisms (addresses, phone numbers, etc) activities, opportunities,
> contacts, cases, partners, contracts, account teams, and notes.
> • Create/Edit Account
> • If a "partyId" parameter is passed in this page will act as an Edit Account page, if
> not it will act as a Create Account page (both being very similar)

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[jira] Commented: (OFBIZ-1641) Screens to manage Accounts in SFA webapp

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)

    [ https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12595503#action_12595503 ]

Hans Bakker commented on OFBIZ-1641:
------------------------------------

latest patch committed.

> Screens to manage Accounts in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1641
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1641
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Anil K Patel
>            Assignee: Anil K Patel
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_find_createAccount.patch, sfa_find_createAccount.patch
>
>
> The following are screens and details for them related to an account. These may be
> best as separate screens or as desired certain ones can be combined.
> • Find Account
> • Accessed from the application/header level "Accounts" tab
> • Includes a search fields entry form and a search results display form
> • All search results will be filtered by accounts the current user is associated with unless
> the user has permission to view all
> • Like the normal Party Search except with a filter on partyTypeId=PARTY_GROUP
> and include a PartyRole record for the "ACCOUNT" roleTypeId
> • Includes a link to the Create/Edit Account page with no "partyId" to identify the account
> for the purpose of creating a new account
> • Account and Contact Hierarchy View/Browse
> • Account Home (Summary)
> • This page will include summary information for the account including basic account
> fields, contact mechanisms (addresses, phone numbers, etc) activities, opportunities,
> contacts, cases, partners, contracts, account teams, and notes.
> • Create/Edit Account
> • If a "partyId" parameter is passed in this page will act as an Edit Account page, if
> not it will act as a Create Account page (both being very similar)

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[jira] Closed: (OFBIZ-1641) Screens to manage Accounts in SFA webapp

Nicolas Malin (Jira)
In reply to this post by Nicolas Malin (Jira)

     [ https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Vikas Mayur closed OFBIZ-1641.
------------------------------

    Resolution: Fixed

All remaining issues can be added as a sub-task under https://issues.apache.org/jira/browse/OFBIZ-2363

> Screens to manage Accounts in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1641
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1641
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Anil K Patel
>            Assignee: Anil K Patel
>            Priority: Minor
>             Fix For: SVN trunk
>
>         Attachments: sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, sfa_find_createAccount.patch, sfa_find_createAccount.patch
>
>
> The following are screens and details for them related to an account. These may be
> best as separate screens or as desired certain ones can be combined.
> • Find Account
> • Accessed from the application/header level "Accounts" tab
> • Includes a search fields entry form and a search results display form
> • All search results will be filtered by accounts the current user is associated with unless
> the user has permission to view all
> • Like the normal Party Search except with a filter on partyTypeId=PARTY_GROUP
> and include a PartyRole record for the "ACCOUNT" roleTypeId
> • Includes a link to the Create/Edit Account page with no "partyId" to identify the account
> for the purpose of creating a new account
> • Account and Contact Hierarchy View/Browse
> • Account Home (Summary)
> • This page will include summary information for the account including basic account
> fields, contact mechanisms (addresses, phone numbers, etc) activities, opportunities,
> contacts, cases, partners, contracts, account teams, and notes.
> • Create/Edit Account
> • If a "partyId" parameter is passed in this page will act as an Edit Account page, if
> not it will act as a Create Account page (both being very similar)

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