OFBiz
  1. OFBiz
  2. OFBIZ-1645

Screens to manage Forecast in SFA webapp

    Details

    • Type: New Feature New Feature
    • Status: Closed
    • Priority: Minor Minor
    • Resolution: Later
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: marketing
    • Labels:
      None

      Description

      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)

      1. forecast.patch
        30 kB
        Chirag Manocha
      2. forecast.patch
        36 kB
        Chirag Manocha
      3. forecast.patch
        36 kB
        Chirag Manocha
      4. forecast.patch
        35 kB
        Chirag Manocha
      5. forecast.patch
        35 kB
        Chirag Manocha

        Issue Links

          Activity

          Gavin made changes -
          Link This issue is depended upon by OFBIZ-194 [ OFBIZ-194 ]
          Gavin made changes -
          Link This issue blocks OFBIZ-194 [ OFBIZ-194 ]
          Anil K Patel made changes -
          Status Open [ 1 ] Closed [ 6 ]
          Resolution Later [ 7 ]
          Hide
          Anil K Patel added a comment -

          The solutions in attached patch are not satisfactory. We'll come back to this later as needed.

          Show
          Anil K Patel added a comment - The solutions in attached patch are not satisfactory. We'll come back to this later as needed.
          Hide
          Jacques Le Roux added a comment -

          Hi Jacopo, Chirag,

          What is the status here should we close as propose Pierre (I see a patch...)?

          Show
          Jacques Le Roux added a comment - Hi Jacopo, Chirag, What is the status here should we close as propose Pierre (I see a patch...)?
          Hide
          Pierre Smits added a comment -

          This issue can be set to closed as the forecast functionality is integrated in the marketing/sfa solutions. I propose that the 'nice-to-have's mentioned here are disregarded. If the need for these arise again, we can create new issues.

          Show
          Pierre Smits added a comment - This issue can be set to closed as the forecast functionality is integrated in the marketing/sfa solutions. I propose that the 'nice-to-have's mentioned here are disregarded. If the need for these arise again, we can create new issues.
          Vikas Mayur made changes -
          Assignee Vikas Mayur [ vikasmayur ]
          Gavin made changes -
          Workflow jira [ 12423648 ] OFbiz Workflow [ 12506011 ]
          Marco Risaliti made changes -
          Component/s marketing [ 12311151 ]
          Hide
          Jacopo Cappellato added a comment -

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

          Show
          Jacopo Cappellato added a comment - ... and of course we should add a form to run the service in the Edit Sales Forecast screen
          Hide
          Jacopo Cappellato added a comment -

          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

          Show
          Jacopo Cappellato added a comment - 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
          Chirag Manocha made changes -
          Attachment forecast.patch [ 12383117 ]
          Hide
          Chirag Manocha added a comment -

          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.

          Show
          Chirag Manocha added a comment - 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.
          Hide
          Vikas Mayur added a comment -

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

          Show
          Vikas Mayur added a comment - We can use lookup form in place of Find sales forecast form in a way similar to what has been done in find facility.
          Vikas Mayur made changes -
          Assignee Vikas Mayur [ vikasmayur ]
          Vikas Mayur made changes -
          Link This issue blocks OFBIZ-194 [ OFBIZ-194 ]
          Chirag Manocha made changes -
          Attachment forecast.patch [ 12382913 ]
          Hide
          Chirag Manocha added a comment -

          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.

          Show
          Chirag Manocha added a comment - 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.
          Chirag Manocha made changes -
          Attachment forecast.patch [ 12382782 ]
          Chirag Manocha made changes -
          Attachment forecast.patch [ 12382763 ]
          Chirag Manocha made changes -
          Attachment forecast.patch [ 12382720 ]
          Hide
          Chirag Manocha added a comment -

          Here is the patch for the same.

          Show
          Chirag Manocha added a comment - Here is the patch for the same.
          Hide
          Chirag Manocha added a comment -

          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

          Show
          Chirag Manocha added a comment - 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
          David E. Jones made changes -
          Link This issue blocks OFBIZ-1640 [ OFBIZ-1640 ]
          David E. Jones made changes -
          Link This issue is part of OFBIZ-1640 [ OFBIZ-1640 ]
          Anil K Patel made changes -
          Priority Major [ 3 ] Minor [ 4 ]
          Anil K Patel made changes -
          Field Original Value New Value
          Link This issue blocks OFBIZ-1640 [ OFBIZ-1640 ]
          Anil K Patel created issue -

            People

            • Assignee:
              Unassigned
              Reporter:
              Anil K Patel
            • Votes:
              1 Vote for this issue
              Watchers:
              2 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:

                Development