Version History : Trialto Employee Portal

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