Sure. I will take up https://issues.apache.org/jira/browse/OFBIZ-2427
Thanks. Aswath On Wed, May 6, 2009 at 2:00 PM, Parimal Gain <parimal.g...@hotwaxmedia.com>wrote: > Hello Aswath, > > we are working on Accounts, Lead, Contacts & Competitor & Partner. We will > be done by this in next two days or so. But if you could contribute on > Events (Which is WorkEffort in OFBiz) or cases (Which is CustRequest in > OFBiz) - https://issues.apache.org/jira/browse/OFBIZ-2427 then I would be > thankful to you. > > Regards > -- > Parimal Gain > > Aswath Satrasala (JIRA) wrote: > > [ > https://issues.apache.org/jira/browse/OFBIZ-2371?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12706330#action_12706330 > ] > > Aswath Satrasala commented on OFBIZ-2371: > ----------------------------------------- > > I am working on section 1 of the above requirements 'Modification to Create > Account' screen. > > > > > Improvements in "Account" Screens > --------------------------------- > > Key: OFBIZ-2371 > URL: https://issues.apache.org/jira/browse/OFBIZ-2371 > Project: OFBiz > Issue Type: Sub-task > Components: marketing > Affects Versions: SVN trunk > Reporter: Ashish Vijaywargiya > Priority: Minor > Fix For: SVN trunk > > > Account should be treated as a PartyGroup. This group can be associated with > any type of party. Party can be either other Party Group or Person. > Each account will be in Account role. The Parties (more then one party) can > be associated with Party Group through Party Relationship by > partyRelationshipTypeId being "Parent_Account". > Left Navigation Section : There will be following link / section present in > left side. There will be two block in the left section similar to catalog. > 1) Shortcuts > 2) Quick Add Account > Shorcuts block contains following link : > - Create Account - Exists, modification required. > - Find Accounts - Exists, Modification required. > - Clone Account - It will navigate to the Party Group lookup form and from > there we should select the existing Account and lets clone it. > Quick Add Account : This block will be similar to that of the Quick Add form > for Lead and Contacts. > Lets keep only two fields in this block : Group Name (use "Account Name" on > GUI), Office Site Name (Use "Website" on GUI). > Right side will be the content area (body section). > 1) Modification in Create Account : > a) Add Few more fields.The sequence of the fields will be (R - Required) : > Fields from Party Group Entity : Group Name(R) (Use "Company Name") , Office > Site Name (Use "Website" on GUI), Annual Revenue, Number of Employees, Ticker > Symbol. > b) Modification in General Correspondence address : Remove the field Address > Field 2 from the form. Instead of this use Separate Block to have "Other > Correspondence Address" block and provide all the fields there. (Similar > thing that we do in Ecommerce application for Billing & Shipping Address). > 2) Modification in Find Account Screen : > a) Search the records that has partyTypeId ="Party_Group" and has > roleTypeId="Account" > b) Remove the Party Id field from the find form. > c) Rename the Party Group Name to Account Name on GUI. > d) The search result form will contain one more field titled "Email Address". > e) For providing easy navigation to the user change Party Id field link to > Edit button. Also remove the Party ID label from the top. As we have changed > it to Edit link. > f) Remove the "Type" column from the Search Result area. All the Account name > will be in role "Party_Group". > 3) Modification on Summary Section : > a) Add the screenlet section that will contain the contacts associated with > this Party Group (i.e Account). Also Provide small form at the bottom of > party list to add the other contacts on the existing list. For this provide > one lookup to search contacts (Person in the role of Contact) and then submit > button. If we do this through Ajax(Using Prototype Library) then it would be > good. The Contacts (more then one contact) can be associated with Party Group > through Party Relationship by partyRelationshipTypeId being "Parent_Account". > b) Remove the Party Attribute block for now. It won't make any sense to me > for now. > c) The list of all the Work Efforts(Activities/ Event & Tasks) associated > with the Party Group.Provide option to associate the existing work effort > record with the party. Create/Update & Delete form. > 4) After editing any account (Party Group) we come to the Summary screen. > Provide another tab adjacent to it by name "Clone Account". Navigate to a > form where we could clone this record. > Rest of the functionality in the Accounts header should be tested properly. > > >
