v3.3
New Features
- added new, improved user admin page that includes permissions, etc.
- added beta version of saq competitive reports and new view definitions
- added new code to manage additional flat tables used by the SAQ reports
- added sales report by period for QC and ON
- updated, fixed, and improved the manage region code
- added new admin reports for programmer and admin use
- added automated SAQ file download, upload, and processing for weekly full sales data, products file, and other data
- started adding Ontario private order module
- updated to latest claerolib_3 code
- added generic help code for site and upgraded existing help code, and added some new help content
- added generic site map to all top level menu items
- automated the SAQ B2B file uploads
- started work on the Ontario order form
Bug Fixes
- fixed problem in QC private order inventory that was clearing the 'quantity remaining' when the inventory record was edited after receiving it
- various minor bug fixes in admin section
- various bug fixes and improved performance of third-party batch uploads and upload processing
- fixed problems with saq dates in file uploads
v3.2
New Features
- added label and bottle shot image code indicators on main portfolio management screen listing
- improved formatting on portfolio management screen
- re-factored manage region code to work independently for each company
- improved log reporting of Ontario master sales updates in file uploads
- added new, improved user admin page that includes permissions, etc.
- added saq reports and new view definitions
- added sales report by period for QC and ON
Bug Fixes
- various minor bug fixes in admin section
v3.1
Version 3.0 involved rebulding the site to work with a new set of libraries (Claerolib_3 (object oriented) from Claerolib_2 (procedural))
and refactoring a lot of code. Several smaller projects were integrated in to this project and so it became v3.1.
Many of the features and fixes have not yet been recorded here.
In addition to refactoring and revising most of the code, the following new items were also completed
New Features
- added basic supplier reporting features
- added new portal user account management sections for investors, employees, and suppliers
- improved admin pages so that inactive person and company accounts are hidden by default (but can be displayed if needed)
- added Order Management section
- added AB new products report on dashboard
- uploading new inventory information for AB and BC also updates the online portfolio information, see the wiki for more information on this
- overall interface optimization for speed and real estate (screen space) use
- reduce page reloads for filters, etc. by using "live" cascading menus, etc. that do not require page reloads
- improved and added background processing option for export raw data page
- added 'waiting' indicators on many pages that can take extra time loading
- implemented new permissions system that uses pages, permissions, and groups
Bug Fixes
- QC private order form: fixed bug where if you used the checkbox button and then clicked on 'previous' or 'next' extra checkmarks were added / removed
- QC private order form: fixed the search so it works now
- fixed resetting of filter options in sales reports (province would always reset when company was changed, etc.)
v2.5
- CN adding background job processing to file upload code and improving error checking/logging/monitoring, etc.
- CN adding background job processing to export code and improving error checking/logging/monitoring, etc.
- DU refactoring AB allocation code
v2.4
- CN fixed several bugs in the portfolio admin module, added new features as per Calibrium, and added help, pagination
- CN fixed several errors where the incorrect prime was being looked up - or not looked up at all in sales data/reporting
- CN added pagination to admin screen
- CN in private order inventory page: fixed search, added export feature (some or all records), added 'max rows per page' drop-down
v2.3
- CN fixed logout not redirecting properly on certain pages (those using the new libraries, like the qc private order form)
- CN added code to ignore the date in the 'products.txt' file in the daily LIIS archive because it is now showing the day before the archive date for some reason.
- CN added metadata to handle the import of LCBO option 1a, option 1b, option 7a files
- CN modify batch master update code to handle LCBO data translation to master sales table
- CN modify import code to handle Ontario data
- CN modify the sales summary report to handle new LCBO options for sales report filtering (store, licensee, brand, private order, consignment; and if by store, then also all, regular, licensee, or agent/other sales filtering
- CN implement 'Manage Master Sales Data' feature in admin menu
- CN improved QC private order form: added validation, checkmarks to track status, print link after save, fix new window problem, etc.
- CN numerous minor bug fixes, clean up formatting on some pages, etc.
- CN added more 'memorize settings' features on some pages
v2.2
- CN implemented SAQ prime snapshot customization (to include additional columns) of import code
- CN created a library to manage the SAQ period/week date convention / conversion
- CN added code to migrate the SAQ sales data in to the master sales table used for reporting
- CN create a 'SAQ Periods' report that displays the SAQ periods, weeks, and conversion to normal dates and also displays what sales data is available and which weeks are in which months (some have 4 and some have 5 based on an algorithm that Gary came up with,because SAQ data is only provided on a weekly basis, but all of our sales reporting is done on a monthly basis)
- CN modify upload code to prepare and run the sales table migration when new SAQ data is uploaded, or new QC prime files are added / deleted / replaced
- CN modify batch jobs to check, clean up, and run the sales table migration
- CN modify sales reports to handle Quebec data
- CN enhance error reporting and log detail in file upload and batch job code, added duplicate cspc check, added mail notification in delete portion of upload.php
- CN expanded features of new online portfolio code to include add and delete links, etc.
- CN re-enabled and improved cleanup of master sales data code during file upload / delete so that the master data is kept up-to-date when files change
- CN added personal 'profile' code to remember settings across sessions and pages (like report selections, sorting, etc.) - not fully implemented everywhere yet
- CN create new inventory snapshot table and code to update it from prime and inventory data (used by new Joomla inventory module on laf site)
- CN added code to batch jobs and upload code that will keep the inventory snapshot up-to-date automatically
- CN disabled permissions checking so that all users currently have acces to all data - as per request by Rob Bevis
- CN added new batch job which performs a wide range of MySQL optimization and error checking code to dev and prod databases every night and emails a status
- DH refactored QC Private Order Form
August 2008
- CN created online inventory Joomla module for www.liquidart.ca that interfaces with the employee portal
v2.1
- CN recoded "brand" filter to work with manual sales data -> so it does not rely on upload history id for prime
- CN fixing problems with sales report and manual data, other minor tweaks like separating javascript to separate file for sales report, etc.
- CN re-implemented the portfolio nav menu, changed the manage suppliers, agents, brokers, etc to include producers separately, etc
- CN fix logout button and name display in wiki header,/li>
- CN delete phpbb code, tweaking admin sections, removed some debugging
- CN implemneted a new permissions mechanism which allows for per user type, per page, per action permissions with a live add feature, etc.
- CN Changed the allocation form to use sendmail instead of SMTP.
- CN Addition of the ability to set the "from" for the allocation form.
- CN Updated the 3rd party import to use the new claerolib libraries
- CN Addition of the premise_number field to allow filters by region on the sales summary report.
- CN added optimize tables script
- DH created new portfolio code
February 2008
- CN created online portfolio Joomla module for www.calibrium.com that interfaces with the employee portal
v2.0
October 2007
- AS-CN moved employee portal to new dedicated, hosted server at Stargate data centre
September 2007
- AS add Radius server authentication code
- AS add manual sales entry form for all provinces
- AS add QC private order form (not in production)
August 2007
- AS SAQ file import code
- AS optimize database and related code
July 2007
- AS added broker/agent code and pages
- AS add AB allocation form
- AS optimize database and related code
- AS enhance new sales table code
May 2007
- RH prepare system documentation
- RH refactor and create flat monthly master sales table
- RH change affected reports to use the new table
- RH change import code to update the new table
Previous Versions
Here is a general outline.
- CN-GO December 2005 moved sales database on to dedicated OpenBSD server at Trialto office
- RH-CN October to November 2005 performance tuning and optimization, implemented claerolib_2
- FE-RH August 2005 implemented enhanced sales reporting features
- DH November 2005 added wine description module
- FE-RH May 2005 added portal rep / region assignment feature
- DM June 2005 added PHP BB bulletin board software
- RH January to March 2005 - phase 3 of sales database completed (performance improvements, minor new features, debugging, etc.)
- RH September 2003 to July 2004 - phase 2 of sales database completed (reporting)
- RH July to September 2003 - phase 1 of sales database completed (data import and warehousing) with claerolib_1