[jira] Updated: (OFBIZ-1642) Screens to manage Contacts in SFA webapp

["Anil K Patel (JIRA)" <ji...@apache.org>]

     [ https://issues.apache.org/jira/browse/OFBIZ-1642?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Anil K Patel updated OFBIZ-1642:
--------------------------------

    Description: 
In OFBiz a Contact is a Person, which is a type of Party (the other main type being Party Group, which would correspond to an Account). For a more general description of the Party structure see the Accounts section above. Each contact will be in the Contact role. The following are screens and details for them related to a contact. 
These may be best as separate screens or as desired certain ones can be combined.

Find Contact
• Accessed from the application/header level "Contacts" tab
• Includes a search fields entry form and a search results display form
• All search results will be filtered by Contacts 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
or PERSON and include a PartyRole record for the "CONTACT" roleTypeId.
• Includes a link to the Create/Edit Contact page with no "partyId" to identify the account for the purpose of creating a new Contact; note that for Edit Contact the partyId can correspond to either the Group or Person. After a contact is created, it should be setup in Relationship of type CONTACT_REL with logged in user. 
• Contact Home (Summary)
• This page will include summary information for the account including basic Contact
fields plus other related information (to be defined....)
• Will have link to and information about Account associated with contact; since this
is modeled as a PartyRelationship can theoretically have multiple Accounts but the
UI will limit the setup of a single Account per Contact.
• Create/Edit Contact
• If a "partyId" parameter is passed in this page will act as an Edit Contact page (the
partyId can for the Group

  was:
In OFBiz a Contact is a Person, which is a type of Party (the other main type being Party Group, which would correspond to an Account). For a more general description of the Party structure see the Accounts section above. Each contact will be in the Contact role. The following are screens and details for them related to a contact. 
These may be best as separate screens or as desired certain ones can be combined.

Find Contact
• Accessed from the application/header level "Contacts" tab
• Includes a search fields entry form and a search results display form
• All search results will be filtered by Contacts 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
or PERSON and include a PartyRole record for the "CONTACT" roleTypeId.
• Includes a link to the Create/Edit Contact page with no "partyId" to identify the account
for the purpose of creating a new Contact; note that for Edit Contact the
partyId can correspond to either the Group or Person
• Contact Home (Summary)
• This page will include summary information for the account including basic Contact
fields plus other related information (to be defined....)
• Will have link to and information about Account associated with contact; since this
is modeled as a PartyRelationship can theoretically have multiple Accounts but the
UI will limit the setup of a single Account per Contact.
• Create/Edit Contact
• If a "partyId" parameter is passed in this page will act as an Edit Contact page (the
partyId can for the Group


> Screens to manage Contacts in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1642
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1642
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Priority: Minor
>
> In OFBiz a Contact is a Person, which is a type of Party (the other main type being Party Group, which would correspond to an Account). For a more general description of the Party structure see the Accounts section above. Each contact will be in the Contact role. The following are screens and details for them related to a contact. 
> These may be best as separate screens or as desired certain ones can be combined.
> Find Contact
> • Accessed from the application/header level "Contacts" tab
> • Includes a search fields entry form and a search results display form
> • All search results will be filtered by Contacts 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
> or PERSON and include a PartyRole record for the "CONTACT" roleTypeId.
> • Includes a link to the Create/Edit Contact page with no "partyId" to identify the account for the purpose of creating a new Contact; note that for Edit Contact the partyId can correspond to either the Group or Person. After a contact is created, it should be setup in Relationship of type CONTACT_REL with logged in user. 
> • Contact Home (Summary)
> • This page will include summary information for the account including basic Contact
> fields plus other related information (to be defined....)
> • Will have link to and information about Account associated with contact; since this
> is modeled as a PartyRelationship can theoretically have multiple Accounts but the
> UI will limit the setup of a single Account per Contact.
> • Create/Edit Contact
> • If a "partyId" parameter is passed in this page will act as an Edit Contact page (the
> partyId can for the Group

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