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(c) 2022, 2023 RENware Software Systems

cosana
Comprehensive Sales Analysis & Review

[PDF VERSION](/download{{ request.path }})

  • Version: 0.12.0
  • Last update: 230330

[TOC]

CHANGELOG

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.

0.12.0 - ARE details and charts

075.wip

  • wip... --- [ ASAP ACTION PLAN: ]-------------------------------------------------------------
  • tbd... ARE generating charts route - get real data directly from history table ads_general_data_version (pls see 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 in score 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 as set _useless_to_keep_history = not _useless_to_keep_history to force versioning component to save history

0.11.0 - Data history features & ARE summary zone

074.beta (230330 06:00)

  • 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
  • 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
  • 230329piu_b refactored ads_revenue_get(...) from ads_revenue_api_models api function to ads_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
  • 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(...))

073.alpha (230327 19:40)

  • 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 in fmt_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 in are_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"

072.alpha (230326 05:30)

  • 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
  • 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

071.alpha (230324 0730)

  • 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 and 810_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
  • (B) 230323piu_a fixed ads_revenue.html business domain UI to display Updated 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

Older versions

0.10 releases

0.2 to 0.9 releases (only beta)

0.0 to 0.1 releases (only beta)

Notes

  • Older versions are available in /versions_history
  • versions suffixed by (PRS) in list are pre-release versions

--- ooo ---