[jira] Created: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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[jira] Created: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
 
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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 Reporter: Anil K Patel Priority: Minor 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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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[ https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Hans Bakker updated OFBIZ-1641: ------------------------------- Component/s: marketing Fix Version/s: SVN trunk Assignee: Hans Bakker Affects Version/s: SVN trunk > 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: Hans Bakker > Priority: Minor > Fix For: SVN trunk > > > 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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 ] Sumit Pandit updated OFBIZ-1641: -------------------------------- Attachment: sfa_createAccount.patch Hello All Here is patch for event to create account in SFA. Kindly have a look on it and post comments, if find some modification. The work is done by Awdesh Parihar and Ravindra Mandre. > 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: Hans Bakker > Priority: Minor > Fix For: SVN trunk > > Attachments: sfa_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Issue Comment Edited: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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=12578042#action_12578042 ] sumitp edited comment on OFBIZ-1641 at 3/12/08 3:07 PM: -------------------------------------------------------------- Hello All Here is patch for event to create account in SFA. Kindly have a look on it and post comments, if find some modification. The work is done by Awdesh Parihar and Ravindra Mandre. The find screen is not working. was (Author: sumitp): Hello All Here is patch for event to create account in SFA. Kindly have a look on it and post comments, if find some modification. The work is done by Awdesh Parihar and Ravindra Mandre. > 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: Hans Bakker > Priority: Minor > Fix For: SVN trunk > > Attachments: sfa_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 ] awdesh parihar updated OFBIZ-1641: ---------------------------------- Attachment: sfa_find_createAccount.patch Hello all Please go through this issue and suggest any improvement if needed. In this we made a Create form and Find form and Perform update operation related to Account tab. There is a problem in search criteria that the search can not be made by using "first name and last name". We are performing search by the following fields : 1.PartyId 2.First Name 3. Last Name 4. Address1 5. Address2 6.City 7.State Province GeoId 8.Postal Code 9.Info String 10. Country Code 11. Area Code 12. Contact Number Thanks and Regards Developed by : Awdesh Parihar Ravindra Mandre Supported by : Sumit Pandit Brajesh Patel 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: Hans Bakker > Priority: Minor > Fix For: SVN trunk > > Attachments: sfa_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 ] awdesh parihar updated OFBIZ-1641: ---------------------------------- Attachment: sfa_find_createAccount.patch Hello all Please go through this issue and suggest any improvement if needed. In this we made a Create form and Find form and Perform update operation related to Account tab but there is need to add sfaevents.xml(Which is common among Lead and Account tab) we gave paath in SfaUserEvent.xml file. There is a problem in search criteria that the search can not be made by using "first name and last name". We are performing search by the following fields : 1.PartyId 2.First Name 3. Last Name 4. Address1 5. Address2 6.City 7.State Province GeoId 8.Postal Code 9.Info String 10. Country Code 11. Area Code 12. Contact Number Thanks and Regards Developed by : Awdesh Parihar Ravindra Mandre Supported by : Sumit Pandit Brajesh Patel 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: Hans Bakker > Priority: Minor > Fix For: SVN trunk > > Attachments: 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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Assigned: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 ] Hans Bakker reassigned OFBIZ-1641: ---------------------------------- Assignee: Anil K Patel (was: Hans Bakker) aparently Anil is working on this issue. > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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=12579312#action_12579312 ] Hans Bakker commented on OFBIZ-1641: ------------------------------------ in the last patch the sfaevents.xml file is missing.....can you please add... > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 ] awdesh parihar updated OFBIZ-1641: ---------------------------------- Attachment: sfa_createAccount.patch Hello all Please go through this issue and suggest any improvement if needed. In this i made a Create form ,Using common map processor (Which is common among all Tab of SFA application) Thanks and Regards Developed by : Awdesh Parihar Supported by : Sumit Pandit Brajesh Patel 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 ] awdesh parihar updated OFBIZ-1641: ---------------------------------- Attachment: (was: sfa_createAccount.patch ) > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 ] awdesh parihar updated OFBIZ-1641: ---------------------------------- Attachment: sfa_createAccount.patch Hello all Please go through this issue and suggest any improvement if needed. In this i made a Create form ,Using common map processor (Which is common among all Tab of SFA application) > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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=12592431#action_12592431 ] awdesh parihar commented on OFBIZ-1641: --------------------------------------- The code for this issue has been checked in (rev. 651500) but no information is yet posted on the issue. > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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=12593174#action_12593174 ] Anil K Patel commented on OFBIZ-1641: ------------------------------------- Hans, Mridul and Jyotsna have worked on other jira issues of SFA. In the process they have suggestions for few cleanups in the code that you committed few days ago in rev#651500. Is it ok if they post the patch here and I commit it? Santosh Malviya has that patch ready. Regards Anil Patel > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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=12593180#action_12593180 ] Hans Bakker commented on OFBIZ-1641: ------------------------------------ As you know we are currently working on this and of course appreciate any improvements you have. Please attach the patch and we will incorporate it in the next commit. > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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=12593195#action_12593195 ] Anil K Patel commented on OFBIZ-1641: ------------------------------------- Hans, thanks. Santosh, Can you please attach your patch when its ready. Sooner the better. Regards Anil > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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, This is modified patch for the issue. The attached patch could not be made after taking update because server was down so If someone applies the patch, may come across conflicts.I will upload the patch as soon as possible when server will be good. Regard 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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, Here is the latest patch for the issue afer taking update. Following are the modifications which I have done in this patch - (1) In controller.xml "sfaUserEvents" is replaced by service "createAccount". (2) In accountScreens.xml "findParty" service is called and an ftl and a form is added. Location of "NewAccount" form is changed and "ViewAccount" screen is removed. (3)In AccountForms.xml , "ListAccounts" form is added for partyTypeId="PARTY_GROUP" for listing all the party groups and "NewAccount" form for creating new party group. (4) In services.xml a new service "createAccount" is added for "PARTY_GROUP". (5)In "AccountServices.xml" "createAccount" service is implemented. (6) "findSfaParty.ftl" modified accordingly to reflect changes for Accont. > 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 > 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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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 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_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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-1641) Screens to manage Accounts in SFA webapp
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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: (was: sfa_createAccount.patch) > 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) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
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