(c) 2022, 2023 RENware Software Systems
cosana
Comprehensive Sales Analysis & Review
[PDF VERSION](/download{{ request.path }})
- Version: 0.12.0
- Last update: 230330
[TOC]
With (F) are marked those entries that are FEATURES so should be highlighted on Release Note documents.
With (B) are marked those entries that are BUG FIXES so should be highlighted on Release Note documents.
- wip... --- [ ASAP ACTION PLAN: ]-------------------------------------------------------------
- tbd... ARE generating charts route - get real data directly from history table
ads_general_data_version
(plssee are_main.py
comment ref object name and check WHAT detail object is accessed or is enough main object as it could have all score history inscore
property by accessing corresponding historical records from details) - tbd... all bss domains data models make property for historical score
- tbd... in
base_keys_data_models.py
add field_useless_to_keep_history: bool, optional no default
just usable to set and keep history at ADS level tables - usage: at each detail change, set it asset _useless_to_keep_history = not _useless_to_keep_history
to force versioning component to save history
- 230330piu_b ARE UI interface close summary zone for all business domains. Made following:
- ---(already done in
073.alpha 230327piu_d
)--- General data - ---(already done in
230329piu_a
)--- Evaluation - ---(already done in
230330piu_a
)--- Organization map - ---(already done in
230329piu_a
)--- Revenue - ---(already done in
230329piu_a
)--- Relationship approach - Solution
- Decision criteria
- ---(already done in
- 230330piu_a ARE UI interface close summary zone for all business domains. Made following:
- ---(already done in
073.alpha 230327piu_d
)--- General data - ---(already done in
230329piu_a
)--- Evaluation - Organization map
- ---(already done in
230329piu_a
)--- Revenue - Relationship approach
- Solution
- Decision criteria
- ---(already done in
- 230329piu_b refactored
ads_revenue_get(...)
fromads_revenue_api_models
api function toads_revenue_api_get(...)
keeping signature (reason: consistency naming convention) - 230329piu_a ARE UI interface close summary zone for all business domains. Made following:
- ---(already done in
073.alpha 230327piu_d
)--- General data - Evaluation
- Organization map
- Revenue
- Relationship approach
- Solution
- Decision criteria
- ---(already done in
- 230328piu_b ARE route for generating charts
are_chart(...)
- list of allowed domains ans chart types, parameters validation
- return a sample chart just for test - test PASSED
- 230328piu_a ARE initialized charts area:
- created HTML zone and tags for accommodate the 3 charts, "titled" them accordingly: Last 10 days chart, Last 30 days chart, All project activity chart
- route for generating charts
are_main.py
initialized, commented specs - updated ARE README specs with written helper functions and charts generating function (URL:
/are_chart/...business_domain.../...chart_type...
, view function:are_chart(...)
)
- 230327piu_d ARE convert last update date to local time by using a small button next to corresponding displayed info
- 230327piu_c ARE
general_data
bss domain - summary zone preserved_updated_at
field and send formatted date infmt_updated_at
, both as UTC time zone - 230327piu_b ARE
general_data
bss domain - summary zone convert last updated date to a more readable humanized format - 230327piu_a ARE
general_data
bss domain - get summary zone data: last updated date and score info - 230326piu_c updated skeleton for
are_general_data.html
page with charts data placeholders; made actions plan as comments inare_main.py
- 230326piu_b made skeleton for
are_general_data.html
page with summary data and charts data - need to be populated - 230326piu_a cleaned ADS start page for fixed "FIXME sections"
- 230325piu_d skeleton for route to return file with
send_from_directory(..., file=...)
:- location
are\are_main.py
- view function code-name:
are_chart
- route name:
/are_chart/<busines_domain>/<chart_type>
where chart type is one of those specified in ads README specs - update ads README specs
- location
- 230325piu_c create empty templates for all
are_bss...dom.html
- 230325piu_b
are_start_page
organize and base layout of ARE start page - 230325piu_a archived 0.10.0 pre-release version
- 230324piu_c defined specs for ARE start page
- 230324piu_b init component ARE - Account Review and Evaluation, published on top menu bar and in Sales Projects administration page (ARE button)
- 230324piu_a review and update ROADMAP
- 230323piu_b Data history feature:
- 1. prepare project environment with required packages (SQLAlchemy Continuum) ==>
requirements.txt
and810_DSGN/820.90_Toolstack_notes.md
updated - 2. activate in system init chain (
sys_core/init_system.py
) history objects creation - 3. use history in following objects: ads_general_data_data_models, ads_decision_criteria_data_models, ads_evaluation_data_models, ads_org_map_data_models, ads_relationships_data_models, ads_revenue_data_models, ads_solution_data_models; update & generate a fresh database
- 4. close OPISS.004, test and release feature
- 1. prepare project environment with required packages (SQLAlchemy Continuum) ==>
- (B) 230323piu_a fixed
ads_revenue.html
business domain UI to displayUpdated by... at...
field (corrected_updated_by
&_updated_at
fields id) - 230322piu_a
crud_data_admin_main
component: review and updated roadmap RMAP.001, RMAP.002, cleaned obsolete objectives code and comments - 230321piu_b archived version 0.9.0
- 230321piu_a publish 01.10.0-070.re-release on test-development server
- 0.9.0
ads
ADS Decision criteria business domain - 0.8.0
ads
ADS Solution business domain - 0.7.0
ads
ADS Relationships Approach business domain - 0.6.0
ads
Revenue business domain - 0.5.1
ads
Organization map business domain (bug fixes) - 0.5.0
ads
Organization map business domain - 0.4.0
ads
Evaluation business domain - 0.3.0
ads
Evaluation business domain - DB level - 0.2.0
ads
General data business domain
- Older versions are available in
/versions_history
- versions suffixed by
(PRS)
in list are pre-release versions
--- ooo ---