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Posted to dev@ofbiz.apache.org by "Anil K Patel (JIRA)" <ji...@apache.org> on 2008/02/15 11:45:07 UTC

[jira] Created: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Screens to manage Forecast in SFA webapp
----------------------------------------

                 Key: OFBIZ-1645
                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
             Project: OFBiz
          Issue Type: New Feature
            Reporter: Anil K Patel


The screens will include:
• Find Forecast
• Will be a fairly simple list showing most recent first and paginated; only those associated
with a sales organization that the current user is associated with will be
shown
• Create/Update Forecast
• Forecast Summary
• Statistics about Forecast based on information in SalesForecast record and associated
SalesOpportunity records (with matching organizationPartyId for the Internal
Sales Organization)

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[jira] Commented: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Vikas Mayur (JIRA)" <ji...@apache.org>.
    [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12601126#action_12601126 ] 

Vikas Mayur commented on OFBIZ-1645:
------------------------------------

We can use lookup form in place of Find sales forecast form in a way similar to what has been done in find facility.

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Assignee: Vikas Mayur
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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[jira] Updated: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Chirag Manocha (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-1645:
----------------------------------

    Attachment: forecast.patch

Did minor changes :-
1). Instead of including controller of Accounting component created two requests for LookupProductId and LookupProductCategoryId.
2). Changes made in SfaMenus.xml, MarketingUiLabels.xml for the conflicts due to update.


> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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[jira] Assigned: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Vikas Mayur (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Vikas Mayur reassigned OFBIZ-1645:
----------------------------------

    Assignee:     (was: Vikas Mayur)

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: marketing
>            Reporter: Anil K Patel
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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[jira] Commented: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Jacopo Cappellato (JIRA)" <ji...@apache.org>.
    [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12601564#action_12601564 ] 

Jacopo Cappellato commented on OFBIZ-1645:
------------------------------------------

... and of course we should add a form to run the service in the Edit Sales Forecast screen

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Assignee: Vikas Mayur
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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You can reply to this email to add a comment to the issue online.


[jira] Updated: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Chirag Manocha (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-1645:
----------------------------------

    Attachment: forecast.patch

Improvements Done:
1). Removed entries for creating entity for SalesForecastDetail Entity as it is committed.
2). FindForecast screen edited, Now its extending LookupFindForecast.
3).Removed EditSalesForecast Menu from from create sales forecast screen.
4).Changes In UiLabels.
5).SalesForecastId is now not shown in SalesForecastDetail page, Its there in screenlet-title-bar.
6).Add Form for Sales Forecast Detail is now kept above List Sales forecast Detail.

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Assignee: Vikas Mayur
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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[jira] Assigned: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Vikas Mayur (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Vikas Mayur reassigned OFBIZ-1645:
----------------------------------

    Assignee: Vikas Mayur

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Assignee: Vikas Mayur
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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[jira] Updated: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Chirag Manocha (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-1645:
----------------------------------

    Attachment: forecast.patch

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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-
You can reply to this email to add a comment to the issue online.


[jira] Updated: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Chirag Manocha (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-1645:
----------------------------------

    Attachment: forecast.patch

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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[jira] Updated: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Anil K Patel (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Anil K Patel updated OFBIZ-1645:
--------------------------------

    Priority: Minor  (was: Major)

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Priority: Minor
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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[jira] Commented: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Jacopo Cappellato (JIRA)" <ji...@apache.org>.
    [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12601562#action_12601562 ] 

Jacopo Cappellato commented on OFBIZ-1645:
------------------------------------------

Another cool feature we could implement to enhance the management of SalesForecasts is the following one:
implement a new service that, accepts as input parameter the salesForecastId and a productCategoryId, and performs the following tasks:
1) selects all the ProductCategoryMember associated to the category
2) iterates thru them and for each record with ProductCategoryMember.quantity set, creates a SalesForecastDetail record

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Assignee: Vikas Mayur
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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You can reply to this email to add a comment to the issue online.


[jira] Updated: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Chirag Manocha (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Chirag Manocha updated OFBIZ-1645:
----------------------------------

    Attachment: forecast.patch

Here is the patch for the same.

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Priority: Minor
>         Attachments: forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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You can reply to this email to add a comment to the issue online.


[jira] Updated: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Marco Risaliti (JIRA)" <ji...@apache.org>.
     [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Marco Risaliti updated OFBIZ-1645:
----------------------------------

    Component/s: marketing

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: marketing
>            Reporter: Anil K Patel
>            Assignee: Vikas Mayur
>            Priority: Minor
>         Attachments: forecast.patch, forecast.patch, forecast.patch, forecast.patch, forecast.patch
>
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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You can reply to this email to add a comment to the issue online.


[jira] Commented: (OFBIZ-1645) Screens to manage Forecast in SFA webapp

Posted by "Chirag Manocha (JIRA)" <ji...@apache.org>.
    [ https://issues.apache.org/jira/browse/OFBIZ-1645?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12599604#action_12599604 ] 

Chirag Manocha commented on OFBIZ-1645:
---------------------------------------

As commented by Jacopo for jira issue https://issues.apache.org/jira/browse/OFBIZ-194 : 

1) modify the entity model
2) create crud services (if not available, I don't remember) and ui (screens) to manage the data in the SalesForecast*

Here i have implemented screen/form to manage "SalesForecast" entity and created a new entity by name "SalesForecastDetail",
screens/forms, crud operations for the same.

--
Chirag Manocha

> Screens to manage Forecast in SFA webapp
> ----------------------------------------
>
>                 Key: OFBIZ-1645
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1645
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Anil K Patel
>            Priority: Minor
>
> The screens will include:
> • Find Forecast
> • Will be a fairly simple list showing most recent first and paginated; only those associated
> with a sales organization that the current user is associated with will be
> shown
> • Create/Update Forecast
> • Forecast Summary
> • Statistics about Forecast based on information in SalesForecast record and associated
> SalesOpportunity records (with matching organizationPartyId for the Internal
> Sales Organization)

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You can reply to this email to add a comment to the issue online.