5dbeedb0 by Ean Schuessler

Add wiki docs for Party and Product screens

Added MCP screen documentation for:
- FindParty: Quick actions for creating people, orgs, accounts, employees
- EditParty: Party detail management, roles, classifications, user accounts
- PartyMessages/FindMessage: Internal messaging between parties
- FindProduct: Product search and creation, variant workflow overview
- EditProduct: Features, associations, complete variant setup guide

Each doc includes example action calls with parameters.
1 parent 29dfd245
......@@ -357,4 +357,423 @@ Use these screens to monitor system health, manage user access, and troubleshoot
userId="EX_JOHN_DOE"
changeDateTime="2025-01-14 00:00:00.000"/>
<!-- ========================================== -->
<!-- Party Management Screens -->
<!-- ========================================== -->
<!-- FindParty Documentation -->
<moqui.resource.DbResource
resourceId="WIKI_MCP_DOCS_FIND_PARTY"
parentResourceId="WIKI_MCP_SCREEN_DOCS"
filename="PopCommerce/PopCommerceAdmin/Party/FindParty.md"
isFile="Y"/>
<moqui.resource.DbResourceFile
resourceId="WIKI_MCP_DOCS_FIND_PARTY"
mimeType="text/markdown"
versionName="v1">
<fileData><![CDATA[# Find Party
Search and create parties (People, Organizations, Sales Accounts, Employees).
## Quick Actions
### Create Person (Minimal)
```
action: createPerson
parameters: {firstName: "John", lastName: "Doe"}
```
### Create Organization
```
action: createOrganization
parameters: {organizationName: "Acme Corp"}
```
### Create Sales Account
```
action: createAccount
parameters: {organizationName: "New Account Inc"}
```
### Create Employee
```
action: createPersonEmployee
parameters: {firstName: "Jane", lastName: "Smith", emailAddress: "jane@example.com"}
```
### Create Customer (Full)
```
action: createPersonCustomer
parameters: {
firstName: "Bob", lastName: "Customer",
roleTypeId: "Customer",
emailAddress: "bob@example.com",
address1: "123 Main St", city: "Austin",
stateProvinceGeoId: "USA_TX", countryGeoId: "USA", postalCode: "78701"
}
```
## Searching
Pass `anyField` parameter to search across all party fields:
```
parameters: {anyField: "john"}
```
## Results
The PartyListForm grid shows matching parties. Click a party ID link to navigate to EditParty for details.
## Key Fields
- **roleTypeId**: Customer, Supplier, Employee, etc. (140 options)
- **partyClassificationId**: CustConsumer, CustDistributor, etc. (49 options)
- **stateProvinceGeoId**: Depends on countryGeoId - use `moqui_get_screen_details` for dynamic options]]></fileData>
</moqui.resource.DbResourceFile>
<moqui.resource.wiki.WikiPage
wikiPageId="MCP_SCREEN_DOCS/FindParty"
wikiSpaceId="MCP_SCREEN_DOCS"
pagePath="PopCommerce/PopCommerceAdmin/Party/FindParty"
publishedVersionName="v1"
restrictView="N">
</moqui.resource.wiki.WikiPage>
<moqui.resource.wiki.WikiPageHistory
wikiPageId="MCP_SCREEN_DOCS/FindParty"
historySeqId="1"
versionName="v1"
userId="EX_JOHN_DOE"
changeDateTime="2025-01-19 00:00:00.000"/>
<!-- EditParty Documentation -->
<moqui.resource.DbResource
resourceId="WIKI_MCP_DOCS_EDIT_PARTY"
parentResourceId="WIKI_MCP_SCREEN_DOCS"
filename="PopCommerce/PopCommerceAdmin/Party/EditParty.md"
isFile="Y"/>
<moqui.resource.DbResourceFile
resourceId="WIKI_MCP_DOCS_EDIT_PARTY"
mimeType="text/markdown"
versionName="v1">
<fileData><![CDATA[# Edit Party
View and modify party details including contact info, roles, classifications, and user accounts.
## Required Parameter
- **partyId**: The party to edit (e.g., `JohnSales`, `100051`)
## Key Actions
### Update Basic Info
```
action: updateParty
parameters: {partyId: "100051", firstName: "John", lastName: "Updated", comments: "VIP customer"}
```
### Add Role
```
action: createPartyRole
parameters: {partyId: "100051", roleTypeId: "Customer"}
```
### Add Classification
```
action: setPartyClassification
parameters: {partyId: "100051", partyClassificationId: "CustConsumer"}
```
### Create User Account
```
action: createUserAccount
parameters: {partyId: "100051", username: "jdoe", emailAddress: "jdoe@example.com", newPassword: "secret123", newPasswordVerify: "secret123", userGroupId: "POP_COMMERCE_USER"}
```
### Add Contact Info
```
action: storePartyContactMech
parameters: {partyId: "100051", emailAddress: "newemail@example.com"}
```
## Subscreens
- **FindDuplicates**: Find potential duplicate party records
- **UpdateContactInfo**: Manage postal addresses, phone numbers, emails
- **UpdatePaymentMethodInfo**: Manage credit cards and payment methods
## Related Entities
This screen manages: Party, Person/Organization, PartyRole, PartyClassification, PartyContactMech, UserAccount]]></fileData>
</moqui.resource.DbResourceFile>
<moqui.resource.wiki.WikiPage
wikiPageId="MCP_SCREEN_DOCS/EditParty"
wikiSpaceId="MCP_SCREEN_DOCS"
pagePath="PopCommerce/PopCommerceAdmin/Party/EditParty"
publishedVersionName="v1"
restrictView="N">
</moqui.resource.wiki.WikiPage>
<moqui.resource.wiki.WikiPageHistory
wikiPageId="MCP_SCREEN_DOCS/EditParty"
historySeqId="1"
versionName="v1"
userId="EX_JOHN_DOE"
changeDateTime="2025-01-19 00:00:00.000"/>
<!-- PartyMessages/FindMessage Documentation -->
<moqui.resource.DbResource
resourceId="WIKI_MCP_DOCS_PARTY_MESSAGES"
parentResourceId="WIKI_MCP_SCREEN_DOCS"
filename="PopCommerce/PopCommerceAdmin/Party/PartyMessages/FindMessage.md"
isFile="Y"/>
<moqui.resource.DbResourceFile
resourceId="WIKI_MCP_DOCS_PARTY_MESSAGES"
mimeType="text/markdown"
versionName="v1">
<fileData><![CDATA[# Party Messages
Send and view messages to/from parties. Use for internal communications about orders, products, or customers.
## Send a Message
```
action: createMessage
parameters: {
toPartyId: "JohnSales",
subject: "New product available",
body: "The green variant of DEMO_VAR is now in stock."
}
```
## Filter Messages
Pass `partyId` to see messages for a specific party:
```
parameters: {partyId: "JohnSales"}
```
## Message Types
Messages are stored as CommunicationEvent entities with:
- **communicationEventTypeId**: Defaults to internal message type
- **statusId**: Message status (sent, read, etc.)
- **fromPartyId**: Sender (defaults to current user)
- **toPartyId**: Recipient party
## Difference from User/Messages
- **Party/PartyMessages**: Admin screen for messaging any party in the system
- **User/Messages**: User-facing screen for current user's own messages
Use PartyMessages when you need to send messages on behalf of the system or to parties who may not have user accounts.]]></fileData>
</moqui.resource.DbResourceFile>
<moqui.resource.wiki.WikiPage
wikiPageId="MCP_SCREEN_DOCS/PartyMessages"
wikiSpaceId="MCP_SCREEN_DOCS"
pagePath="PopCommerce/PopCommerceAdmin/Party/PartyMessages/FindMessage"
publishedVersionName="v1"
restrictView="N">
</moqui.resource.wiki.WikiPage>
<moqui.resource.wiki.WikiPageHistory
wikiPageId="MCP_SCREEN_DOCS/PartyMessages"
historySeqId="1"
versionName="v1"
userId="EX_JOHN_DOE"
changeDateTime="2025-01-19 00:00:00.000"/>
<!-- ========================================== -->
<!-- Catalog/Product Screens -->
<!-- ========================================== -->
<!-- FindProduct Documentation -->
<moqui.resource.DbResource
resourceId="WIKI_MCP_DOCS_FIND_PRODUCT"
parentResourceId="WIKI_MCP_SCREEN_DOCS"
filename="PopCommerce/PopCommerceAdmin/Catalog/Product/FindProduct.md"
isFile="Y"/>
<moqui.resource.DbResourceFile
resourceId="WIKI_MCP_DOCS_FIND_PRODUCT"
mimeType="text/markdown"
versionName="v1">
<fileData><![CDATA[# Find Product
Search and create products in the catalog.
## Searching Products
### By Name or ID
```
parameters: {productId: "DEMO", anyField: "widget"}
```
### By Category
```
parameters: {productCategoryId: "CATALOG"}
```
### By Feature
```
parameters: {productFeatureId: "ColorBlue"}
```
## Creating Products
### Standard Product
```
action: createProduct
parameters: {
productName: "New Widget",
productTypeEnumId: "PtAsset",
assetTypeEnumId: "AstTpInventory"
}
```
### Virtual Product (for variants)
```
action: createProduct
parameters: {
productName: "Widget with Options",
productTypeEnumId: "PtVirtual"
}
```
## Product Types
- **PtAsset**: Standard inventory product
- **PtVirtual**: Parent product for variants (has selectable features)
- **PtService**: Service or labor product
- **PtDigital**: Downloadable digital product
## Workflow: Creating Variants
1. Create virtual parent: `productTypeEnumId: "PtVirtual"`
2. Navigate to EditProduct, add selectable features (e.g., Color: Red, Blue)
3. Create variant products: `productTypeEnumId: "PtAsset"`
4. On variants, add distinguishing features (e.g., Color: Red)
5. Create ProductAssoc linking parent to variants with `productAssocTypeEnumId: "PatVariant"`
## Results
ProductListForm grid shows matches. Click product link to navigate to EditProduct.]]></fileData>
</moqui.resource.DbResourceFile>
<moqui.resource.wiki.WikiPage
wikiPageId="MCP_SCREEN_DOCS/FindProduct"
wikiSpaceId="MCP_SCREEN_DOCS"
pagePath="PopCommerce/PopCommerceAdmin/Catalog/Product/FindProduct"
publishedVersionName="v1"
restrictView="N">
</moqui.resource.wiki.WikiPage>
<moqui.resource.wiki.WikiPageHistory
wikiPageId="MCP_SCREEN_DOCS/FindProduct"
historySeqId="1"
versionName="v1"
userId="EX_JOHN_DOE"
changeDateTime="2025-01-19 00:00:00.000"/>
<!-- EditProduct Documentation -->
<moqui.resource.DbResource
resourceId="WIKI_MCP_DOCS_EDIT_PRODUCT"
parentResourceId="WIKI_MCP_SCREEN_DOCS"
filename="PopCommerce/PopCommerceAdmin/Catalog/Product/EditProduct.md"
isFile="Y"/>
<moqui.resource.DbResourceFile
resourceId="WIKI_MCP_DOCS_EDIT_PRODUCT"
mimeType="text/markdown"
versionName="v1">
<fileData><![CDATA[# Edit Product
Manage product details, features, prices, categories, and associations.
## Required Parameter
- **productId**: Product to edit (e.g., `DEMO_1`, `100000`)
## Key Subscreens
- **EditProduct** (main): Basic product info
- **EditFeatures**: Product features (selectable/distinguishing)
- **EditAssocs**: Product associations (variants, accessories, etc.)
- **EditPrices**: Price configuration
- **EditCategories**: Category membership
## Managing Features
### Add Selectable Feature (Virtual Products)
```
path: PopCommerce/PopCommerceAdmin/Catalog/Product/EditProduct/EditFeatures
action: createProductFeature
parameters: {
productId: "DEMO_VAR",
productFeatureId: "ColorRed",
applTypeEnumId: "PfatSelectable"
}
```
### Add Distinguishing Feature (Variant Products)
```
action: createProductFeature
parameters: {
productId: "DEMO_VAR_RED",
productFeatureId: "ColorRed",
applTypeEnumId: "PfatDistinguishing"
}
```
## Feature Application Types
- **PfatSelectable**: Customer can choose this feature (on virtual parent)
- **PfatDistinguishing**: Identifies a specific variant
- **PfatStandard**: Always included with product
- **PfatRequired**: Must be selected at purchase
## Managing Associations
### Link Variant to Parent
```
path: PopCommerce/PopCommerceAdmin/Catalog/Product/EditProduct/EditAssocs
action: createProductAssoc
parameters: {
productId: "DEMO_VAR",
toProductId: "DEMO_VAR_RED",
productAssocTypeEnumId: "PatVariant"
}
```
## Association Types
- **PatVariant**: Links virtual parent to variant
- **PatAccessory**: Suggested accessory
- **PatComplement**: Complementary product
- **PatSubstitute**: Equivalent alternative
## Complete Variant Workflow
1. Edit virtual product, go to EditFeatures
2. Add selectable features (PfatSelectable) for each option
3. Create variant products via FindProduct
4. Edit each variant, add distinguishing feature (PfatDistinguishing)
5. Edit parent, go to EditAssocs, create PatVariant associations]]></fileData>
</moqui.resource.DbResourceFile>
<moqui.resource.wiki.WikiPage
wikiPageId="MCP_SCREEN_DOCS/EditProduct"
wikiSpaceId="MCP_SCREEN_DOCS"
pagePath="PopCommerce/PopCommerceAdmin/Catalog/Product/EditProduct"
publishedVersionName="v1"
restrictView="N">
</moqui.resource.wiki.WikiPage>
<moqui.resource.wiki.WikiPageHistory
wikiPageId="MCP_SCREEN_DOCS/EditProduct"
historySeqId="1"
versionName="v1"
userId="EX_JOHN_DOE"
changeDateTime="2025-01-19 00:00:00.000"/>
</entity-facade-xml>
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