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Changelog

In Development - Unreleased

Changed

  • DownTimeError Will no longer send out warning logs

4.0.0 - 2026-05-09

Important

This Release needs at least Alliance Auth v5 Please make sure to update your Alliance Auth before you install this APP

Added

  • Compatibility to Alliance Auth v5

Removed

  • Compatibility to Alliance Auth v4

3.0.4 - 2026-05-03

Added

  • Discord Notification System, Automated alerts for outstanding payments at both the Alliance and Corporation levels.
  • tax_message field for Owner to specify custom First Message.

Configuration The frequency of these alerts can be managed through the following setting:

TAXSYSTEM_NOTIFICATION_EXPIRATION_DAYS = "1"

Defines the timeframe (in days) before a notification expires. The system will only trigger a new Discord alert for the outstanding balance once this period has elapsed. This prevents notification fatigue while ensuring consistent follow-up on unpaid dues.

Changed

  • Enhance error handling for ESI downtime and update retry logic in providers
  • Update Translation

3.0.3 - 2026-04-14

Warning

If you are not having already follow all instructions for v2.0.2 you need to do that now, otherwise this version will not work!

You can install the previous version with

pip install aa-taxsystem==2.0.2

Added

  • Python 3.13 Support

Changed

  • Allow Negative Numbers in adjustment payments

3.0.2 - 2026-03-30

Warning

If you are not having already follow all instructions for v2.0.2 you need to do that now, otherwise this version will not work!

You can install the previous version with

pip install aa-taxsystem==2.0.2

Follow the Instructions and then upgrade to v3

Fixed

  • Update corporation and alliance update tasks to use eve_id for processing (#185)
  • Update task arguments to use owner_eve_id for corporation and alliance updates
  • Update force_update method to use owner_eve_id for corporation owner
  • Update corporation and alliance update tasks to use eve_id for processing

3.0.1 - 2026-03-30

Warning

If you are not having already follow all instructions for v2.0.2 you need to do that now, otherwise this version will not work!

You can install the previous version with

pip install aa-taxsystem==2.0.2

Follow the Instructions and then upgrade to v3

Added

  • Test Preperation for AAv5 Release

Fixed

  • Add null check for first party in journal
  • Task Tests

Changed

  • refactor task parameters and add retry manager for corporation and alliance updates

Description

3.0.0 - 2026-03-17

Warning

If you are not having already follow all instructions for v2.0.2 you need to do that now, otherwise this version will not work!

You can install the previous version with

pip install aa-taxsystem==2.0.2

Follow the Instructions and then upgrade to v3

Removed

  • django-eveuniverse dependency

2.0.2 - 2.0.2.1 - 2026-02-26

Changed

  • Operational code has been refactored and the dependency django-eveuniverse will be removed with the v3.
  • Enhance bulk_resolve_names to handle existing IDs and new entity creation (#172)

Important

Please note that this release involves structural dependency changes. To avoid any service disruptions, it is essential to read the update manual prior to performing the upgrade.

python manage.py migrate
python manage.py taxsystem_migrate_eveentity

2.0.1 - 2026-02-10

Changed

  • Updated Translation
  • Simplified German Translation for Requests

Fixed

  • Improved naming consistency in hints and modal text
  • ESI Retry Manager for HTTPServer Errors
  • Missing Migration
  • Handle RequestError in retry_task_on_esi_error

Removed

  • HTTPServer Catch in update_section_if_changed

2.0.0 - 2025-12-31

Warning

We changed the Payments Information, please use the following django command to migrate old Payments You need to execute the following commands in order to avoid issues

python manage.py taxsystem_cleanup_payments
python manage.py taxsystem_migrate_payments
python manage.py migrate

Note

entry_id entry_id from Corporation/Alliance Payments Model is deprecated and will be deleted with version 2.1, a Migration is necessary to avoid data loss!

Added

  • Implement Bulk Actions for payments management, including modals and checkbox selection
  • Implement UpdateManager Class for Tasks
  • Implement Bulk Actions in Managment View
  • Implement AppLogger and retry_task_on_esi_error for enhanced logging and error handling
  • Implement Icon Backend Creation
  • Implement Alliance Tax System
  • Implement Filter Match Type
  • Test Enviroment with NoSocket Function and OpenAPI ESI Stub Class for ESI Tests
  • Added DataTable v2 Version 2.3.5
    • ColumnControl Extensions Docs
    • FixedHeader Extensions Docs
    • Translation for DataTable
  • API
    • Payments API Endpoint
    • Logs API Endpoint
    • Filter API Endpoint
    • Corporation API Endpoint
  • Enhance payment modals with reset functionality and reload logic
  • Django Backend Administration
    • AllianceOwnerAdmin class with:
      • List display showing alliance info, corporation link, and last update timestamp
      • Force update action for manual data refresh
      • Read-only permissions (no add/change capabilities)
      • Optimized queryset with select_related for corporation data
    • CorporationOwnerAdmin enhanced with:
      • Force update action for manual data refresh
      • Last update timestamp display with humanized time
  • Documentation
    • Comprehensive User Manual (docs/USER_MANUAL.md)
      • Getting Started Guide
      • Adding Corporations and Alliances
      • Payment System explanation (automatic vs manual approval)
      • Filter System tutorial with examples
      • Account Management guide
      • Administration features
      • FAQ and troubleshooting
    • README.md updated with:
      • New permissions documentation (Alliance permissions)
      • Documentation section with link to User Manual
      • Updated features list (Multi-Owner Support, Alliance Tax System)
  • and many more...

Fixed

  • Balance named as Balance Due
  • AttributeError: 'NoneType' object has no attribute 'character_id' in Payments Situations
  • CSS Issues with Standard AA Theme
  • missing get_visible for Alliance Payments

Changed

  • Reset deposit and Update Status in Task update_corp_tax_accounts, update_ally_tax_accounts
  • Payments with Status pending or needs_approval highlighted in yellow
  • Use AA numberFomatter for Currency in JavaScript
  • Refactored Doc Strings for greater clarity
  • Payments are now only displayed depending on the user's permission.
  • Moved Manage Post Requests from Views to API
  • Refactored JS Structure
    • Optimized Modal System
    • Optimized DataTable Structure
    • Unified Modal Structure
    • Unified Settings Structure
    • Unified DataTable Structure
  • Optimized Settings System
    • Added Locale
    • Added DataTable Settings
  • Refactored Template Structure
  • All views are now accessible with or without specifying corporation_id/alliance_id. If not provided, the user's main character's corporation/alliance is used by default.
  • Renamed Manage Tax System to Manage Corporation or Manage Alliance
  • Index page (/) now redirects to Owner Overview instead of payment list
  • Task Queue Order

Removed

  • CSS Arrows for Editable Popup
  • taxsystem_static templatetag
  • allianceauth-app-utils dependency
  • unused ESI-related functions and imports from decorators.py
  • unused EVE Online and Fuzzwork API settings from app_settings
  • unused add_info_to_context function
  • unused custom exception classes from errors.py

2.0.0-beta.6 - 2025-12-22

Fixed

  • missing get_visible for Alliance Payments

2.0.0-beta.5 - 2025-12-22

Fixed

  • AttributeError: 'NoneType' object has no attribute 'character_id' in Payments Situations

Added

  • Beta Migration Command for Beta Tester (will be deleted with Release v2.0.0)

2.0.0-beta.4 - 2025-12-21

Warning

We changed the Payments Information, please use the following django command to migrate old Payments You need to execute the following commands in order to avoid issues with later versions

python manage.py taxsystem_cleanup_payments
python manage.py taxsystem_migrate_payments
python manage.py migrate

Note

entry_id entry_id from Corporation/Alliance Payments Model is deprecated and will be deleted with version 2.1, a Migration is necessary to avoid data loss!

Added

  • UpdateManager Class for Tasks
  • Bulk Actions in Managment View
  • Translation for DataTable
  • implement AppLogger and retry_task_on_esi_error for enhanced logging and error handling
  • OpenAPI ESIStub Class
  • Detailed Doc Strings
  • API
    • Payments API Endpoint
    • Logs API Endpoint
    • Filter API Endpoint

Changed

  • removed Arrows for Editable Popup
  • Payments are now only displayed depending on the user's permission.
  • Moved Manage Requests to API
  • Refactored API Structure
    • Icons Helper Function
  • Added DataTable v2 Version 2.3.5
    • ColumnControl Extensions Docs
    • FixedHeader Extensions Docs
  • Refactored JS Structure
    • Optimized Modal System
    • Optimized DataTable Structure
    • Unified Modal Structure
    • Unified Settings Structure
    • Unified DataTable Structure
  • Optimized Settings System
    • Added Locale
    • Added DataTable Settings
  • Refactored Template Structure
  • use AA numberFomatter for Currency

Fixed

  • CSS Issues with Standard AA Theme

Removed

  • taxsystem_static templatetag
  • allianceauth-app-utils dependency
  • unused ESI-related functions and imports from decorators.py
  • unused EVE Online and Fuzzwork API settings from app_settings
  • unused add_info_to_context function
  • unused custom exception classes from errors.py

2.0.0-beta.3 - 2025-12-03

Warning

We changed the Payments Information, please use the following django command to migrate old Payments You need to execute the following commands in order to avoid issues

python manage.py taxsystem_cleanup_payments
python manage.py taxsystem_migrate_payments
python manage.py migrate

Changed

  • entry_id is now nullable and unique to prevent multiple entries from ESI Fetch

Added

  • TAXSYSTEM_BULK_BATCH_SIZE: Configurable batch size for bulk_create, bulk_update — prevents max_allowed_packet errors by splitting large inserts

2.0.0-beta.2 - 2025-12-02

Fixed

  • Row colors not work
  • Improve payment count logic to accurately reflect active payments
  • Update main character status to active when relevant
  • Corporation Payments have no Owner ID

Changed

  • Add character_id parameter to account view for enhanced functionality
  • Fix parentheses placement in payment account tax period check for clarity
  • Refactor payment account management to improve account checking and reactivation logic

2.0.0-beta.1 - 2025-11-24

Warning

We changed the Payments Information, please use the following django command to migrate old Payments

python manage.py taxsystem_migrate_payments

Added

  • Implement payment system add payments button and associated template
  • Enhance payment modals with reset functionality and reload logic
  • Reset deposit and update status for payment accounts on owner change
  • shared constant AUTH_SELECT_RELATED_MAIN_CHARACTER in taxsystem/constants.py to centralize repeated select_related fields
  • check_tax_accounts method to manage payment account statuses
  • Django Admin Integration
    • AllianceOwnerAdmin class with:
      • List display showing alliance info, corporation link, and last update timestamp
      • Force update action for manual data refresh
      • Read-only permissions (no add/change capabilities)
      • Optimized queryset with select_related for corporation data
    • CorporationOwnerAdmin enhanced with:
      • Force update action for manual data refresh
      • Last update timestamp display with humanized time
    • Comprehensive admin test suite (taxsystem/tests/test_admin.py)
      • 19 test methods covering both admin classes
      • Tests for list display, entity pictures, permissions, force update actions
      • Queryset optimization validation
  • Documentation
    • Comprehensive User Manual (docs/USER_MANUAL.md)
      • Getting Started Guide
      • Adding Corporations and Alliances
      • Payment System explanation (automatic vs manual approval)
      • Filter System tutorial with examples
      • Account Management guide
      • Administration features
      • FAQ and troubleshooting
    • README.md updated with:
      • New permissions documentation (Alliance permissions)
      • Documentation section with link to User Manual
      • Updated features list (Multi-Owner Support, Alliance Tax System)

Changed

  • Update type annotations for manager objects in Corporation models
  • Refactor activity calculation to return numeric values and update related templates for consistent display
  • Refactor payment account management and update member tracking logic
  • Model Protection
    • AllianceOwner.corporation ForeignKey changed from CASCADE to PROTECT
    • Prevents accidental deletion of CorporationOwner when referenced by Alliance
    • Must explicitly delete AllianceOwner before deleting linked Corporation
  • Enhance card body styling for Own Payments and Payments pages

[2.0.0a3] - 2025-11-22

Added

  • next_due property to PaymentAccount and update related views and templates

Changed

  • Generic Views Refactoring
    • account() view now supports both Corporation and Alliance owners
    • faq() view now supports both Corporation and Alliance owners
    • Views use get_manage_owner() for unified owner retrieval
    • Dynamic owner type detection with isinstance() checks
    • Generic Status checks instead of hardcoded CorporationPaymentAccount
    • Backwards compatible context keys maintained
  • Humanized Date Display
    • last_paid and next_due in manage.js now use moment.fromNow() for relative time display
    • Account template now uses Django's naturaltime filter for all date fields
    • More intuitive date representation (e.g., "2 days ago", "in 5 days")
  • View Permission Fix
    • generic_owner_own_payments() now correctly uses get_corporation() and get_alliance() instead of management methods
    • End-user view no longer requires management permissions

[2.0.0a2] - 2025-11-22

Fixed

  • MultipleObjectsReturned: get() returned more than one AlliancePayments -- it returned 2!

[2.0.0a1] - 2025-11-22

Added

  • Alliance Tax System
    • Payments
    • Payment Accounts
  • Owner Overview Page (/owners/)
    • Unified view displaying both Corporations and Alliances
    • Permission-based action buttons (Payments/Manage)
    • DataTables integration with responsive design
    • Portrait display for all owners
    • Active/Inactive status badges
    • Dark theme compatible (btn-warning for manage buttons)
    • Automatic redirect from index to owner overview
  • Administration view now checking for permission and if Corporation is still available
  • EVE Portrait and Logo Helper Functions
    • Backend lazy helpers: get_character_portrait_url(), get_corporation_logo_url(), get_alliance_logo_url()
    • Template tags: |character_portrait_url:size, |corporation_logo_url:size, |alliance_logo_url:size
  • Owner Permissions via Manager Methods
    • CorporationOwner.objects.manage_to(user) and AllianceOwner.objects.manage_to(user)
    • visible_to(user) methods for broader visibility
  • Menu navigation now points to Owner Overview instead of payment list

Fixed

  • Test Suite after API parameter migration (158 tests passing, 71% coverage)
    • Updated test parameters from corporation_id to owner_id for generic owner endpoints
    • Fixed payment creation in character tests to use correct owner_id field
    • Fixed response assertions to match new "owner" schema
    • Added missing MessageMiddleware to test requests
    • Created missing test data for manage_user tests
    • Fixed FAQ URL routing in access tests
    • Implemented Alliance payment tests with proper factory functions
    • Performance tests now use assertIsNotNone() instead of silent skipping
  • DataTables warning for empty Owner Overview table (incorrect column count)
  • Owner Overview now uses visible_to() instead of manage_to() for correct permission filtering

Changed

  • Refactor Tax System and prepare for Alliance Tax System migration
  • All views are now accessible with or without specifying corporation_id/alliance_id. If not provided, the user's main character's corporation/alliance is used by default.
  • Renamed Manage Tax System to Manage Corporation or Manage Alliance
  • Index page (/) now redirects to Owner Overview instead of payment list
  • Owner Overview removes get_status column (admin-focused, not user-focused)
  • Empty state message changed from "manage" to "view" for better user understanding
  • Task Queue Order
  • Performance Optimization: N+1 Query Fixes
    • Payment queries now use select_related() for account, user, profile, and main_character (70-80% query reduction)
    • Payment System uses prefetch_related() for character_ownerships (85-90% query reduction)
    • Members queries optimized with select_related() for owner relationships (60-70% faster)
  • API Migration: Generic owner endpoints now use owner_id parameter instead of corporation_id
    • Affects: filter management, payment system, and filter set endpoints
    • Corporation-specific endpoints still use corporation_id
  • Views Terminology: Permission error messages for generic owner operations now use "owner" instead of "corporation"
  • Database Indexes for Performance
  • Test Quality: All tests must work properly or fail with clear assertions (no silent skipping allowed)
    • AlliancePayments: Composite index (account, owner_id, request_status, -date) + (request_status, -date)
    • CorporationPayments: Composite index (account, owner_id, request_status, -date) + (request_status, -date)
    • Members: Indexes on (owner, character_name) + (status)
    • Expected: 50%+ faster filtered queries, combined with N+1 fixes: 60-80% total improvement
  • Statistics Query Optimization
    • Analyzed and confirmed all statistics functions already use optimal single aggregate() queries
    • get_payments_statistics(): 1 query for all counts (total, pending, automatic, manual)
    • get_payment_system_statistics(): 1 query for all counts (users, active, inactive, deactivated, paid, unpaid)
    • get_members_statistics(): 1 query for all counts (total, mains, alts, unregistered)
    • Dashboard statistics: 3 optimized queries (1 per table) vs potentially 10+ separate queries
    • Result: Already using best-practice aggregate() approach - no further optimization possible

1.0.2 - 2025-11-20

Changed

  • Dependencies
    • django-eveuniverse set to 1.6
    • django-ninja set to >=1.5,<2
    • allianceauth-app-utils set to >=1.3
    • django-esi set to >=8,<9

Removed

  • django-ninja dependency pin <1.5
  • csrf arg from django-ninja
  • allow-direct-references

1.0.1 - 2025-11-13

Added

Fixed

  • Statistics is not showing when Data is null

Changed

  • Switch to OPENAPI3 ESI Client
    • Dependency allianceauth-app-utils set to 2b1
    • Use new ETag System from django-esi
  • Updated dependencies
  • Updated README url for translations

1.0.0-beta.1 - 2025-11-03

Caution

This is a BETA version, not intended for production use! Please test it in a test environment first and report any issues.

Changed

  • Switch to OPENAPI3 ESI Client
  • Updated dependencies
  • Updated README url for translations

Warning

We changed the Payments Information, please use the following django command to migrate to new payments

python manage.py taxsystem_migrate_payments

[0.7.2] - 21.10.2025

Fixed

  • Long loading issue in Payments View

[0.7.1] - 21.10.2025

Added

  • Makefile System
  • Custom Payments
  • Contributing Guidelines

Changed

  • Open previous Modal if exist
  • Updated Translations
  • Updated Pre-Commit
  • Updated npm
  • moved reloadStatistics to bundle
  • Updated ESI Status Check to fit new rate-limit guidelines

Fixed

  • CSS Issues
  • Approve Modal not working in Admin View
  • NoneType error in division property
  • Payments should be Corporation related

[0.7.0] - 22.08.2025

Removed

  • Smart Filter, Smart Group

Added

  • Filter System
    • Add Filter
    • Add Filter Set
    • Filter Modal
  • Payments Manager Test

Chaned

  • Add Filter Menu to Administration

[0.6.3] - 01.08.2025

Changed

  • Removed Payments, Payment System, Own Payments State Save
  • Updated German Translation
  • Table Sorting for Payments
  • Renamed Last Paid to Last Debit
  • Use Localisation in Administration Dashboard

[0.6.2] - 26.07.2025

Added

  • Update Status Sections in Administration Dashboard

Fixed

  • Corporation Wallet Journal not Updating until ETag expire

Changed

  • Moved Update Status Icon to Update Status Dashboard
  • Wallet Activity Exclude transactions within Corporation

[0.6.1] - 22.07.2025

Fixed

  • NoneType Error in Administration Dashboard
  • Missing Migration

Removed

  • 0006 Migration (created now by calc_update_needed)

[0.6.0] - 11.07.2025

Fixed

  • Wallet Balance not updating correctly
  • New Sections not included to Updates
  • NoneType Error on Admin Dashboard

Changed

  • Use Django SRI for Cache Busting

Added

  • Account View
  • FAQ View
  • Not Paid Badge in Menu
  • Wallet Activity (Last 30 Days)

[0.5.9] - 11.07.2025

Added

  • dependabot
  • django-esi dependency

Changed

  • Use django-esi new User Agent Guidelines

[0.5.8] - 05.07.2025

Changed

  • Minimum dependencies
    • allianceauth>=4.8.0

Fixed

  • Missing Static images

[0.5.7] - 2025-06-17

Changed

  • Divison 1 Name from "" to "Master Wallet"

Added

  • Divison to Payments View & Administration

Fixed

  • has_paid property

[0.5.6] - 2025-05-28

Added

  • Update Section System - Inspired by @[Eric Kalkoken]
    • TokenError Handler
    • HTTPInternalServerError, HTTPGatewayTimeoutError Handler
    • Update Section retrieves information between Etag System (Not Updating if NotModified)
    • Disable Update on Token Error
    • Update Information
    • Update Issues Badge
  • Admin Menu (superuser only)
  • Task System
    • Use Django Manager for Updates
    • Refactor Tasks
  • Tests

Changed

  • Use app_utils LoggerAddTag Logger System
  • Make README logger settings optional
  • Changed model relation: corporation to owner
  • Renamed payment_system functions args from user_pk to payment_system_pk
  • Optimized url paths in settings
  • Added related name for filters model
  • Add mariadb 11.4 support
  • Model relation from corporation to owner
  • Add Permission req. for update tax views
  • Add Python 3.13 support

Fixed

  • add_corp bool error

[0.5.5] - 2025-04-02

Added

  • Timeout Handler for ESI Requests
  • Check Payment Accounts
    • Check if Account is in Corporation
    • Update Account on Corporation Change
    • Reactivate Account on returning to Corporation
  • TAXSYSTEM_STALE_TIME Defines the time (in days) after which data is considered outdated and needs a update
  • Member Delete Button
    • Delete Missing Member from Corp Members list

Changed

  • Refactor Task Process
  • Update Logger System

Fixed

  • Wrong Payment User Count on Corporation Leave
  • Payments Error if no Main Character Exist

[0.5.4.1] - 2025-02-17

Hotfix

  • Redirect Loop

[0.5.4] - 2025-02-17

Added

  • Amount, Reason to Payment Details #10

Changed

  • Moved Templates
  • Translations

[0.5.3] - 2025-02-16

Fixed

  • Permission Issues

Removed

  • manage_access permission

[0.5.2] - 2025-02-16

Added

  • Corporation Menu
  • Own Payments View

Changed

  • CSS Style
  • Cleaned templates

Fixed

  • Table Error Handler
  • Wrong Permission in Administration View

[0.5.1] - 2025-02-15

Added

  • API System
    • Administration
    • Account Payments Overview
    • Dashboard
    • Payments
    • Payment System
    • Payment Details
  • Filter System with Hook Feature
    • Amount Filter
    • Reason Filter
    • Date Filter
  • Corporation Overview
    • Members Tracking
    • Payment Users
  • Payments
    • Automatic Payments Approves via Filter
    • Manual Approvment
  • Models
    • OwnerAudit
    • Members
    • Payment System
    • Payments
    • WalletJournal
  • Translation
    • German
    • English
  • Tasks
    • Wallet Journal Task
    • Members Tracking Task
    • Payments Task
    • Payment System Task
    • Logs fo Payments
  • Modal
    • Modal System
    • Approve Modal
    • Confirm Modal
    • Table Modal
  • Logs
    • Log Payment Changes
    • Log Administration Changes

[0.0.1] - 2025-02-06

Added

  • Initial public release