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https://issues.apache.org/jira/browse/OFBIZ-2372?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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awdesh singh parihar updated OFBIZ-2372:
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Attachment: SfaContact.patch
-- Implemented all functionality given in requirement except 1.b requirement
-- For requirement 3.a i didn't use ajax i used simple process to implement
this functionality.
Thanks
--Awdesh Parihar
> Improvements in "Contact" Screens
> ---------------------------------
>
> Key: OFBIZ-2372
> URL: https://issues.apache.org/jira/browse/OFBIZ-2372
> Project: OFBiz
> Issue Type: Sub-task
> Components: marketing
> Affects Versions: SVN trunk
> Reporter: Ashish Vijaywargiya
> Priority: Minor
> Fix For: SVN trunk
>
> Attachments: SfaContact.patch
>
>
> Contact should be treated as a Person. Each contact will be in Contact role.
> Each contact should be associated with the Party_Group in the "Account" role
> throught a PartyRelationShip record 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 Contact
> Shorcuts block contains following link :
> - Create Contact - Exists, modification required.
> - Create Contact from vCard.
> - Find Contacts - Exists, Modification required.
> Quick Add Contact : This block will be used as it is.
> Right side will be the content area (body section).
> 1) Modification in Create Contact :
> a) Add Few more fields.The sequence of the fields will be (R - Required) :
> Fields from Person Entity : First Name (R), Last Name (R), Gender, Birth
> Date, Social Security Number, Occupation.
> 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 Contact Screen :
> a) Search the records that has partyTypeId ="Person" and has
> roleTypeId="Contact"
> b) Remove the Party Id field from the find form.
> c) The search result form will contain one more field titled "Email Address".
> d) 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.
> 3) Modification on Summary Section :
> a) Add the screenlet section that will contain the Accounts associated with
> this contact. Also Provide small form at the bottom of account list to add
> the other accounts on the existing list. For this provide one lookup to
> search contacts (Account i.e "Party_Group" in the role of "Account") and then
> submit button. If we do this through Ajax(Using Prototype Library) then it
> would be good. The Contact should 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.
> Rest of the functionality in the Contacts header should be tested properly.
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