Improvements in "Account" Screens
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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.
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