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

["Santosh Malviya (JIRA)" <ji...@apache.org>]

     [ 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)

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