~savoy/ade

0.11.1 a month ago .tar.gz browse log

v0.11.1

Changes:

- The calendar for June/July/August has been modified.
- supplierInvoiceDateId takes precedence over the default dateId when
  available.

0.11.0 a month ago .tar.gz browse log

v0.11.0

Added:

- User-defined structures in report configuration for pivot outputs.
  Although not required (will default to a sheet named after the table
  and cell B4), allows for more flexibility in data output.

- Pivot table configuration can now choose to be formatted or not.

- Un-needed sheets are removed prior to saving a spreadsheet.

Changed:

- Checking for report templates has become more robust to cover edge
  cases of it not being found.

Fixed:

- Formatting for pivot tables in an Excel sheet will work correctly if
  no subtotals have been specified.

0.10.3 a month ago .tar.gz browse log

v0.10.3

Mostly bug changes regarding adhoc reports and pivot formatting.

Changed:

- The formatting option has been (very quickly) deprecated. It is no
  longer necessary to enable the feature; any file generated without a
  template will be automatically formatted.

Fixed:

- Depending on the type of report, setting pivot options may crash ade
  due to unhandled exceptions not yet updated with the pivot changes.

- Including raw data now works regardless of the query being a
  pre-configured or adhoc report, and whether or not a template exists.

- Pivot table formatting has been set correctly regardless of the number
  of columns included in the table.

0.10.2 a month ago .tar.gz browse log

v0.10.2

Significant bugs and some small features added in this release.

Bugs fixes:

- With the change from directly accessing raw cursors in pyodbc to using
  sqlalchemy, add_hierarchy() was still attempting to pull a DataFrame
  with a raw cursor and .fetchall(). The fix allows new numbers to be
  added to the local database.

- Although lists of PivotArgs were allowed in the report schema, there
  were instances throughout the codebase that hadn't been updated to
  accept those changes. Multiple pivots per query are now possible.

- Automatic adhoc formatting for pivot tables has been updated to
  include compatibility with multiple columns.

New features:

- Included with the updates for PivotArgs is a new attribute `query`.
  With it, slices to the Output DataFrame can be used instead of the
  original DataFrame.

- When sending a compiled report to a file, unused tabs will be deleted
  prior to saving.

- "rolling_twelve" is a new report configuration keyword replacement.
  This keyword will be replaced by the the year-month 12 months prior to
  the most recent close.

0.10.1 a month ago .tar.gz browse log

v0.10.1

When creating spreadsheets for any ade report, duplicate filenames would
automatically create a new file with a version tag (i.e.
client_revenue_v1). Due to the sorting method used, the attempt to find
the most recent version to +1 to it would crash due to using regex on a
Path object instead of a string. This version corrects this behavior and
multiple versioned reports past v1 can now be safely created.

0.10.0 a month ago .tar.gz browse log

adhoc data and pivot table formatting

Any template-less report has the option to enable automatic formatting
based on its type. A "data" report indicated in reports.yaml, a report
without a template with the option "formatting=True", or a true adhoc
report created through the REPL, are all candidates for this feature.

The original Output dataframe, which can also be included now with pivot
tables, will be sent to the spreadsheet formatted as a proper table,
while any pivots created will be formatted as a summary: no gridlines,
subtotal highlighting, frozen panes, and bolded margins.

0.9.3 3 months ago .tar.gz browse log

v0.9.3

This release contains a fix correcting the URL for code documentation.
In the ade window, navigating to Help -> Code documentation will take
you to the correct URL.

0.9.2 3 months ago .tar.gz browse log

v0.9.2 🦠

Bug fixes:

- SQLAlchemy works within PyInstaller executables.

New features:

- util.sql.split_parameter_list() now has a variable chunk size as an
  argument.

- remote.{customer_search,location_search}() have a flag for globs
  to specify "=" vs "LIKE" in SQL query.

0.9.1 4 months ago .tar.gz browse log

v0.9.1 🦠

Bug fixes:

- The makefile now works correctly with PyInstaller expecting a string
  path instead of a Path object.

- The default config.yaml options for `server` and `reference` have been
  changed from None to `~/` and `~/reference`, respectively. This allows
  fresh installations to load `ade` correctly and allow users to edit
  their config with the proper paths before running any report.

0.9.0 4 months ago .tar.gz browse log

v0.9.0 🚀

Breaking changes:

- Massive refactoring across the entire library. lib.data has moved to
  lib.remote, lib.sql has been split between lib.connections, lib.local,
  and lib.util.sql, and lib.util split up into the latter sql as well as
  cleanup and data. The only remaining major refactor is to move
  lib.national into lib.local and set up as a National class.

- Harcoded data has been eliminated from the source code. config.yaml
  should now specify values for file servers and potential backups, a
  path for reference and template files, and SQL server & database
  strings. Additionally, all bin/* scripts that require a configuration
  file should save those files in REPORT_HOME/configs.

New features:

- Cleaning NA columns for Excel output as well as .pivot_table creation
  is now available through lib.util.cleanup.na().

- lib.util.data.subtotal() works for multiple aggregate functions as
  well as allows for pivot table margins.

- Both the GUI and lib.remote.run() implement the filename argument from
  lib.remote.File in order to override auto-generated filename (or the
  configurated one) and automatically versions filenames with the same
  name as opposed to the previous overwrite.

- Both the GUI and lib.remote.run() now implement the open_file argument
  from lib.remote.File in order to automatically open the output Excel
  file instead of running it in the background.

Bug fixes:

- SQLAlchemy use instead of pyodbc in order to consolidate into a
  library fully supported by pandas.

- lib.util.sql.operator() now casts a value passed to it to a string as
  there is no longer a dependence on pydantic.

- An AssertionError is no longer raised when trying to send an email
  with an empty Email struct.

- DataFrame.append calls have been changed to pd.concat as per the
  pandas depreciation warning.

- The makefile path to change into the correct directory before running
  install.bat has been corrected.

Other:

- README has been split and made general, while detailed usage
  information is available in the wiki
  https://man.sr.ht/~savoy/ade-wiki/
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