CHANGELOG_0.7.0.md

(c) 2022, 2023 RENware Software Systems

cosana
Comprehensive Sales Analysis & Review

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

---

[TOC]

CHANGELOG v0.7.0 ads ADS Relationships Approach business domain

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.

0.7.0 - ads ADS Relationships Approach business domain

059.beta (220222 07:00)

• 230222piu_c cleanup all ADS Relationships code and update README_ads tech specs
• 230222piu_b client-side DETAILS JavaScript section - New, Del, Sav functionality
• 230222piu_a client-side DETAILS HTML section - New functionality
• 230221piu_g client-side DETAILS script section - detect changes in selectors and activate Sav button

058.alpha (230221 17:30)

• 230221piu_f client-side ads_start_page.html update to accommodate new business domain (part 2 MASTER Save, functions get_new_ads_relationships(), save_ads_all_data(sales_project_pk), API POST route /api/ads_relationships_post/<sales_project_pk> view function ads_relationships_post(sales_project_pk))
• 230221piu_e client-side ads_start_page.html update to accommodate new business domain (part 1 without MASTER Save, not done marked with text ASAP tbd in 0.7.0)
• 230221piu_d updated ads_relationships.html - SELECTOR: position - selector data is bring through Jinja data (ads_main.py) and comes from ads_org_map_details object (from its API); reviewed & updated ads_org_map,html ref improvements and cleanups in ads_relationships.html
• 230221piu_c updated ads_org_map.html - get actual data and complete values set for SELECTORS: change_adaptability, contact_status, our_status_in_relation / selectors data comes from lov_ads_relationships Jinja variable
• 230221piu_b client-side design ads_relationships.html
  • 1. update ads_main.py to send lov_ads_relationships full structure at rendering and load from server-side; preserve this data as javascript global variable in ads_relationships.html page script section
  • 2. reviewed & updated ads_org_map.html - dropped details table fields commented as "to check" if needed (test usage did not reveald their neccesity)
  • 3. update ads_main.py to get, render and send actual data as Jinja variables; in ads_relationships.html saved also as global javascript date in variable _relationships_details_data; fixed various bugs at ads_relationships ORM data level
  • 4. first draft / raw design: layout and zones (by copying from ads_org_map.html); need to refine selectors
• 230221piu_a reviewed and updated ads_evaluation HTML pag and alligned to current "presentation style" (fonts, backgroud, organization, etc)
• 230220piu_e ads_relationships make some useful comments on client HTML code and on API code (marked #FIXME ------------------- these should be updated to ads_relationships (230220piu_d))
• 230220piu_d ads_org_map change new ads_org_map_details entry form to modal

057.alpha (230220 11:30)

• 230220piu_c made API GET for ads_relationships ad API POST for ads_relationships_details
  • 1. updated all tech documentation (data_models README & system design 810.03_System_data)
  • 2. brute change ads_org_map... with ads_relationships...in new copied file; publish in system init chain (sys_core\init_system.py); tested (what can be tested) = PASS - left markers in file for future ref
• 230220piu_b finalize properties: change_adaptability_info, our_status_in_relation_info, contact_status_info
• 230220piu_a prep LOV with helper definition for getting text, score, color as dictionary (get_selector_info(selector, code)
• (B) 230219piu_c fixed ads_org_map at "Cancel-ing" new data entry form - if entered some data will save it even if Cancel button pressed
• 230219piu_b design ORM & LOV models for ADS Relationships Approach
  • 1. first model with rdy ads_relationships and draft of ads_relationships_details; included in sys init chain (sys_core/init_system.py) generate a DB script
  • 2. LOV model for ads_relationships_details object fields; updated requirements.txt with colors library
  • 3. ORM skeleton and all helpers model for ads_relationships_details object fields
  • 4. intermediary ORM model (without position / role), physical database, data script
  • 5. ORM model (position / role with corresponding info from related object), physical database, data script
  • 6. (re) sample test data

056.alpha (230219 05:30)

• 230219piu_a review tech doc System Data, prep for ORM design (data_models/ads_relationships_data_models,py)
• (B) 230218piu_b ADS Revenue fixed UI TAB fields ref section "Potential client point of view..." displaying an ...> at end of fields
• 230218piu_b updated main README ref team members
• (B) 230218piU_a ADS Organization Map client-side @ ads_org_map refactored DETAILS Sav button id from sav_button_of_ to sav_button_org_map_
• 230217piu_e update tech doc System Data ref ADS Relationships Approach
  • 1. prepared document corresponding section
  • 2. update DETAIL section ref attributes and described the entries in LOV for ADS Relationships Approach: ads_relationship_lov_models (steps 3 and 4 from analysis sheet)
  • 3. update DETAIL section ref attributes and described the entries in LOV for ADS Relationships Approach: ads_relationship_lov_models (steps 5 from analysis sheet)
• 230217piu_d refactored ads_relationships_approach to ads_relationships (a shorter name but still clear will help to code visibility)
• 230217piu_c prepared to start ADS Relationships approach business domain (code-name: ads_relationships_approach)
• 230217piu_b archived versions 0.5.0 & 0.5.1
• (B) 230217piu_a fixed bug at SalesProject master data admin screen
  • Symptom: does report error on New Project > Save without any "reason"
  • Cause detected as: form does not validate_on_submit
  • Remedy: reactivated form form.csrf_token which deny form validation as not trusted domain in all cases

--- ooo ---