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(c) 2022, 2023 RENware Software Systems

cosana
Comprehensive Sales Analysis & Review

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

[TOC]

CHANGELOG v0.3.0 ads Evaluation business domain - DB level

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.

0.3.0 ads Evaluation business domain - DB level

042.beta (230127 06:00)

  • (F) 230127piu_b ads_evaluation review documentation (all undocumented functions from data model and lov model)
  • 230127piu_a ads_evaluation_data_models rename attribute record_score to score in order to assure a standard between all ADS Evaluation detail objects
  • (F) 230126piu_i ads_evaluation_data_models finalize and close data model (to start UI coding ... will come updates there from)
      1. record_day property for help in assuring daily uniqueness of the record (will be assured through client-side - DB will implement the property)
      1. update as_dict() method to contain all fields and properties necessary in UI
      1. review data model code of object ADS Evaluation; fix and update
  • 230126piu_h ads_evaluation_lov_models.py helper function that return total points of a level (total structure, group or selector): get_level_total_score(item_group=None, evaluation_selector=None)
  • 230126piu_g preparations for v0.3.0 review and release

041.alpha (230126 12:00) - (F) group win_worth

  • 230126piu_f ads_evaluation group win_worth selector strategical_value + updated db_scripts
  • 230126piu_e ads_evaluation group win_worth selector profitability + updated db_scripts
  • 230126piu_d ads_evaluation group win_worth selector risk + updated db_scripts
  • 230126piu_c ads_evaluation group win_worth selector long_term_revenue + updated db_scripts
  • 230126piu_b ads_evaluation group win_worth selector short_term_revenue + updated db_scripts
  • 230126piu_a start level 1 of ads_evaluation group win_worth
      1. prepare database data model: ads_evaluation_data_models.py; format code with Black formatter
      1. open new level for ads_evaluation, prepare placeholders for its selectors
      1. make one selector as template and update group name in it as win_capability

040.alpha (230125 20:20) - (F) group win_capability

  • 230125piu_i finalize ads_evaluation group win_capability
  • 230125piu_h archived old DB scripts
  • 230125piu_g ads_evaluation group win_capability selector political_aspects + updated db_scripts
  • 230125piu_f ads_evaluation group win_capability selector approach_decision_making_criteria + updated db_scripts
  • 230125piu_e ads_evaluation group win_capability selector cultural_compatibility + updated db_scripts
  • 230125piu_d ads_evaluation group win_capability selector credibility + updated db_scripts
  • 230125piu_c ads_evaluation group win_capability selector internal_support + updated db_scripts
  • 230125piu_b start level 1 of ads_evaluation group win_capability
      1. prepare database data model: ads_evaluation_data_models.py
      1. open new level for compete_capability, prepare placeholders for its selectors
      1. make one selector as template and update group name in it as win_capability

039.alpha (230125 04:00) - (F) group compete_capability

  • 230125piu_a finalize ads_evaluation group compete_capability
  • 230124piu_h ads_evaluation group compete_capability selector value_of_business_proposal + updated db_scripts
  • 230124piu_g ads_evaluation group compete_capability selector current_relation_with_customer + updated db_scripts
  • 230124piu_f ads_evaluation group compete_capability selector resources_required_to_sell + updated db_scripts
  • 230124piu_e ads_evaluation group compete_capability selector solution_matching + updated db_scripts
  • 230124piu_d ads_evaluation group compete_capability selector formal_decision_making_criteria + updated db_scripts
  • 230124piu_c start level 1 of ads_evaluation group compete_capability
      1. prepare database data model: ads_evaluation_data_models.py
      1. open new level for compete_capability, prepare placeholders for its selectors

038.alpha (230124 15:45) - (F) group opportunity_realism

  • 230124piu_b finish level 1 of ads_evaluation group opportunity_realism
      1. ads_evaluation make field properties for TOTAL score and label
      1. ads_evaluation_lov_models.py introduced "label" key for level 1 - group (usable for UI)
      1. ads_evaluation cleanup code
  • 220124piu_a ads_evaluation add evaluation selector decisive_event to data model (ref ads_evaluation_lov_models.py); updated db_scripts
  • 220123piu_h ads_evaluation add evaluation selector access_to_funds to data model (ref ads_evaluation_lov_models.py); updated db_scripts
  • 220123piu_g ads_evaluation add evaluation selector _customer_financials to data model (ref ads_evaluation_lov_models.py); updated db_scripts
  • 220123piu_f ads_evaluation add evaluation selector _customer_business to data model (ref ads_evaluation_lov_models.py); updated db_scripts
  • (F) 230123piu_e data_models update README documentation ref ads_evaluation_lov_models (helper functions)
  • 210123piu_d ads_evaluation_lov_models.py set code (selector[0]) like analysis code documentation + seq number for ordering (A.n.x, B.n.x, C.n.x, D.n.x)

037.alpha (230123 17:30)

  • 210123piu_c cleanup code, migrate DB schema & update db_script
  • 220123piu_b ads_evaluation add evaluation selector final_applicability to data model (ads_evaluation_lov_models.py)
      1. pilot model for current evaluation selector
      1. test pilot model (DB copy, DB generate, inspect columns), cleanup code & generalize up to here, update db_script
      1. generalized current selector evaluation selector after pilot for
      1. made get_lov_list_of_tuples(item_group, evaluation_selector) (ads_evaluation_lov_models.py) that returns all possible tuples (usable mainly in UI)
  • 220123piu_a ads_evaluation_lov_models.py created helper function get_lov_list_of_codes(item_group, evaluation_item)
  • 230122piu_c ads_evaluation generate draft physical data_model and updated db_scripts ref new DB schema

036.alpha (230121 19:00)

  • 230122piu_b ads_evaluation create data_model, documentation, LOVs:
      1. auxiliary attributes: documentation, data model
      1. opportunity_realism: documentation, data model
      1. compete_capability: documentation, data model
      1. opportunity_realism: LOV (ref analysis from /100_ANA/ADS_account_data_sheet/fisa_account_2.jpg)
      1. compete_capability: LOV (ref analysis from /100_ANA/ADS_account_data_sheet/fisa_account_2.jpg)
      1. win_capability: documentation, data model
      1. win_worth: documentation, data model
      1. win_capability LOV (ref analysis from /100_ANA/ADS_account_data_sheet/fisa_account_2.jpg)
      1. win_worth LOV (ref analysis from /100_ANA/ADS_account_data_sheet/fisa_account_2.jpg)
  • 230122piu_a ads introduced in data models the property / attribute score for scoring implementation (see RMAP.003 - ADS scoring)
  • (F) 230121piu_e adsupdated technical specs (README_ads.md file)
  • (F) 230121piu_d ads put a score badge on ADS business domains title (see RMAP.003 - ADS scoring)
  • 230121piu_c ads_evaluation update 810.03_system_Data - data specifications:
    • object code-name: ads_evaluation
    • each evaluation criteria is an ATTRIBUTE
    • relationship 1 SalesProject : 1 ads_evaluation

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