pydici

CRM, billing and staffing management web tool for consulting company

AGPL-3.0 License

Stars
129
Committers
18
pydici - v2024.4.2 Latest Release

Published by digitalfox 6 months ago

  • client margin report enhancement (new presets, better perf, add cache, fix right bound time detection)
  • make client billing control report resistant to weird data (bill outside timesheet range and bill with wrong consultant)
  • filter self lead client billing control at computation time to boost up performance
pydici - v2024.4.1

Published by digitalfox 7 months ago

  • mass staffing: try to guess smarter default parameters
  • pre-billing: clean scope filter to avoid conflict with date range. Ensure date range is always 1 month at least
  • add a new graph with daily rates for given client company
  • rates pivot table: fix aggregator operator and default active preset
  • fix pivotable css version and menu position
pydici - v2024.3.3

Published by digitalfox 8 months ago

  • ensure forecast is not lower than done for limited individual mode mission
  • better message position for forecast date boundaries violation
  • add a link from mission staffing to open mass staffing form pre-filled with mission and consultant
  • allow to easily shift mission forecast staffing by 1 mont
pydici -

Published by digitalfox 8 months ago

fix CVE-2024-28184

pydici - v2024.3.1

Published by digitalfox 8 months ago

  • fix nextcloud path
  • fix internal billing computation for subcontractor
  • better integrity error handling when creating duplicate forecast data
  • remove RSS/ATOM feeds. Most people don't even remember it exists
  • fix mission staffing consultant popover
  • upgrade weasyprint
  • add billing tests
pydici -

Published by digitalfox 10 months ago

  • upgrade selenium to fix driver retrieving crash
  • fix select2 double loading
  • switch telegram sticker and message order to ease reading on mobile device
  • fix corner case in lag creation when bill has been sent considering a fixed price mission but with no billing mode defined at mission level
  • ensure mission billing mode is defined when saving client bills
  • upgrade pypdf
  • fix rate reports consultant selection date range
pydici - 2023.12.1

Published by digitalfox 10 months ago

  • Add test/demo data set creation to ease development and software demo
  • Provisioning API enhancement : trainees and subcontractors management
  • Add user export simple script
pydici - 2023.10.1

Published by digitalfox about 1 year ago

  • fix droplist selection in inline client creation modal
  • fix subcontractor menu styling
  • remove one letter words from search
pydici -

Published by digitalfox about 1 year ago

  • Fix team forecast popover
  • upgrade to bootstrap 5.3
pydici - v2023.08.2

Published by digitalfox about 1 year ago

features

  • add internal contact points on customer contact list

fix

  • fix non-prod report that was crashing because of incorrect date truncation
pydici - 2023.08.1

Published by digitalfox about 1 year ago

New features and enhancements:

  • add client deal id at mission level
  • reorganize mission edit form
  • better forecast optim default parameters when optimizing just one people forecast
  • better layout for mission label in forecast optimizer page
  • rate report is now available by years and by months
  • add category to consultant tasks.
  • allow to search expense history by ID
  • group company graph activity by year instead of month to ease readability. Simplify code and increase perf.
  • use country name in address instead of country code

Fixes:

  • ensure lead exists before trying to inherit client deal id
  • fix corner case when expense is removed from a payment. Ensure it return to controlled state and in workflow state
  • fix model save call (missing args) and avoid create() on ClientBill that enforce force_insert and failed with duplicate PK
  • restore missing colors in forecast optim results page
  • fix broken return link that crash create view when no contact is given to business broker or supplier
  • only set mission proba to 100 and tell user if it was not the case. Don't enforce active status, it reactivate archived mission by mistake when lead is updated
  • handle incomplete lead/mission data in billing control table
  • better input check of bill expense detail in manual mode that could crash on save
  • fix turnover report end boundary
  • increase month window range by 1 on rate report
  • restrict alerts about missing mktg product and finanical conditions on productive missions

Technical changes :

  • migration to django 4
  • pypdf3 upgrade
  • ortools update
  • machine learning stack update (scikitlearn, scipy, numpy)
  • crisipy upgrade
  • django-tables2 update
  • django-select update
  • django-extension update
  • jquery update - yes it's alive and kicking ;-)
  • boostratp 5.2 update
  • pymemcache 4 update