Release 2023.08.1 · digitalfox/pydici

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 :

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