CHANGELOG_0.10.0.md

(c) 2022, 2023 RENware Software Systems

cosana
Comprehensive Sales Analysis & Review

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[TOC]

CHANGELOG v0.10.0 ADS scoring

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.

0.10.0 - ADS scoring (roadmap RMAP.003)

070.pre-release (230320 22:00)

• 230320piu_c review and cleanup code
• 230320piu_b set "real" SCORE (in /data_models/ads_bss...domain_data_models.py, property - function score(self) set all things locally and updated maximum calculation where exists LOV data in corresponding code-file) for following business domains:
  • --(already done in 230312piu_b) General data - code-files: ads_general_data_data_models
  • --(already done in 230318piu_d) Evaluation - code-files: ads_evaluation_data_models, ads_evaluation_lov_models
  • --(already done in 230315piu_c) Organization map - code-files: ads_org_map_data_models
  • --(already done in 230312piu_b) Revenue - code-files: ads_revenue_data_models
  • --(already done in 220317piu_b & 220317piu_c) Relationship approach - code-files: ads_relationships_data_models, ads_relationships_lov_models
  • --(already done in 230318piu_c) Solution - code-files: ads_solution_data_models, ads_solution_lov_models
  • Decision criteria - code-files: ads_decision_criteria_data_models, ads_decision_criteria_lov_models
• 230320piu_a defined 8Decision criteria* business domain specs in ADS README specs
• 230319piu_b crud_data_admin component. updated to HIDE columns like ads_* because they decreases visibility of relevant data; they still sre "instructed" to show an * where respective business domain contains information until displayed name will be solved / fixed when potentially could be used
• 230319piu_a data_models\ads_evaluation_lov_models.py calculate max achievable score from structure, closed all FIXME(s), updated data_models README specs
• 230318piu_d set "real" SCORE (in /data_models/ads_bss...domain_data_models.py, property - function score(self) set all things locally and updated maximum calculation where exists LOV data in corresponding code-file) for following business domains:
  • --(already done in 230312piu_b) General data - code-files: ads_general_data_data_models
  • Evaluation - code-files: ads_evaluation_data_models, ads_evaluation_lov_models
  • --(already done in 230315piu_c) Organization map - code-files: ads_org_map_data_models
  • --(already done in 230312piu_b) Revenue - code-files: ads_revenue_data_models
  • --(already done in 220317piu_b & 220317piu_c) Relationship approach - code-files: ads_relationships_data_models, ads_relationships_lov_models
  • --(already done in 230318piu_c) Solution - code-files: ads_solution_data_models, ads_solution_lov_models
  • Decision criteria - code-files: ads_decision_criteria_data_models, ads_decision_criteria_lov_models

069.alpha (230318 05:00)

• 230318piu_c set "real" SCORE (in /data_models/ads_bss...domain_data_models.py, property - function score(self) set all things locally and updated maximum calculation where exists LOV data in corresponding code-file) for following business domains:
  • --(already done in 230312piu_b) General data - code-files: ads_general_data_data_models
  • Evaluation - code-files: ads_evaluation_data_models, ads_evaluation_lov_models
  • --(already done in 230315piu_c) Organization map - code-files: ads_org_map_data_models
  • --(already done in 230312piu_b) Revenue - code-files: ads_revenue_data_models
  • --(already done in 220317piu_b & 220317piu_c) Relationship approach - code-files: ads_relationships_data_models, ads_relationships_lov_models
  • Solution - code-files: ads_solution_data_models, ads_solution_lov_models
  • Decision criteria - code-files: ads_decision_criteria_data_models, ads_decision_criteria_lov_models
• 230318piu_b ADS Review UI updated default values for score (progress) for domains where no data entered exist yet to current score = 0 and max score = 'n/a'
• 230318piu_a defined Solution scoring model and specifications in ADS README specs
• (F) 2203piu_17_c FIXED Relationship approach score calculation and closed OPISS.007 - ADS scoring for Relationships approach
• (B) 220317piu_b set "real" SCORE (in /data_models/ads_bss...domain_data_models.py, property - function score(self) set all things locally and updated maximum calculation where exists LOV data in corresponding code-file) for following business domains:
  • --(already done in 230312piu_b) General data - code-files: ads_general_data_data_models
  • Evaluation - code-files: ads_evaluation_data_models, ads_evaluation_lov_models
  • --(already done in 230315piu_c) Organization map - code-files: ads_org_map_data_models
  • --(already done in 230312piu_b) Revenue - code-files: ads_revenue_data_models
  • Relationship approach - code-files: ads_relationships_data_models, ads_relationships_lov_models (with issues - see also OPISS.007 - ADS scoring for Relationships approach)
  • Solution - code-files: ads_solution_data_models, ads_solution_lov_models
  • Decision criteria - code-files: ads_decision_criteria_data_models, ads_decision_criteria_lov_models
• 230317piu_a defined Relationship approach scoring model and specifications in ADS README specs

068.alpha (230315 14:00)

• 230315piu_c set "real" SCORE (in /data_models/ads_bss...domain_data_models.py, property - function score(self) set all things locally and updated maximum calculation where exists LOV data in corresponding code-file) for following business domains:
  • --(already done in 230312piu_b) General data - code-files: ads_general_data_data_models
  • Evaluation - code-files: ads_evaluation_data_models, ads_evaluation_lov_models
  • Organization map - code-files: ads_org_map_data_models
  • --(already done in 230312piu_b) Revenue - code-files: ads_revenue_data_models
  • Relationship approach - code-files: ads_relationships_data_models, ads_relationships_lov_models
  • Solution - code-files: ads_solution_data_models, ads_solution_lov_models
  • Decision criteria - code-files: ads_decision_criteria_data_models, ads_decision_criteria_lov_models
• 230315piu_b defined data_models/ads_org_map_lov_models.py to accommodate in some scoring elements (MAX limits for each qualifier)
• 230315piu_a defined an EMPTY function to load system configurable data models at run time: /sys_core/load_system_configurable_elements.py (basically load / reload LOV components) - intention is for RMAP.008 - System configuration functionality
• 230314piu_b updated ads README specs ref maximum limits and calculation algorithm *SCORE calculation for Organization map business domain; updated code with detailed max limits (in data ads_org_map_data_models)
• 230314piu_a updated ads README specs ref *SCORE calculation for Organization map business domain
• 230313piu_a updated ads README specs ref SCORE calculation and primary locations where is generated for all business domain
• 230312piu_b set "real" SCORE (in /data_models/ads_bss...domain_data_models.py, property - function score(self) set all things locally and updated maximum calculation where exists LOV data in corresponding code-file) for following business domains:
  • General data - code-files: ads_general_data_data_models
  • Evaluation - code-files: ads_evaluation_data_models, ads_evaluation_lov_models
  • Organization map - code-files: ads_org_map_data_models
  • Revenue - code-files: ads_revenue_data_models
  • Relationship approach - code-files: ads_relationships_data_models, ads_relationships_lov_models
  • Solution - code-files: ads_solution_data_models, ads_solution_lov_models
  • Decision criteria - code-files: ads_decision_criteria_data_models, ads_decision_criteria_lov_models
• 230312piu_a ads_start_page.html load score from database at the end of each domain loading functions get_ads_...bss domain...(sales_project_pk)
• 230311piu_b review all ads_* data models and update property score(self) to return 2 numbers: current score and max possible score update ads and data models README specs. New score structure will be as follows (here are default / not calculated values):

  "score" = {
      "crt_score": 111111,
      "max_score": 999999,
  }
  

• 230311piu_a prepare as draft the SCORE zones, layout and id(s) coding conventions in ads_start_page.html;updated ads/README_ads.md specs doc ref section dedicated to Scoring process
• 230310piu_d update code for "TODO" places to color differentiate them of "FIXME" ones (TODO set in orange), archived version 0.8.0

--- ooo ---