changelog

Roadmap
=======

1.5

  * Uses Web Component for browser-based client components

Released versions
=================

1.0.2

  * enables translation of Transaction descr suffixes

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 19 Feb 2025 16:00:00 -0700

1.0.1

  * enables passing CSRF token to components instead of globally defined

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Mon, 10 Feb 2025 11:20:00 -0700

1.0.0

  * introduces paylater workflow
  * adds SubcriptionUse model to track paid-in-advance and included-in-plan use
  * refactors `create_organization_from_user` into model manager
  * uses `billing_start` for automated monthly invoicing
  * redirects dashboard URL to profile info page when profile is not a provider
  * unsubscribes deleted profile, and de-activates all plans
  * enables specification of amount when canceling balance (see commit 3ce57977)
  * enables specification of `ends_at` query parameter to balance API
  * adds compatibility with Djang4.2 and Django5.1
  * removes deprecated AngularJS implementation
  * skips migration to Vue3:
        Initially we anticipated to support Vue3 but there are so many features
        in Vue2 that lead us to pick Vue from a front-end UI framework,
        and that were removed in Vue3, that it does not make sense to migrate
        to Vue3.

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 6 Feb 2025 13:45:00 -0700

0.20.5

  * fixes role request while a role grant is pending
  * saves meta information in role
  * repares profile/user relationship whenever possible
  * shows discount type correctly in template

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Mon, 26 Jul 2024 07:15:00 -0700

0.20.4

  * accounts for upper/lower case email during group buy
  * enables filter by provider in /api/pricing
  * removes b'' marker in downloads while being py27-compatible

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 1 May 2024 16:25:00 -0700

0.20.3

  * adds back `created_at` in registered-not-subscribed API
  * uses db router for lifetime and balances-due APIs
  * fixes bad refactoring of balance sheet API
  * restores group buy checkbox as default option

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 26 Apr 2024 12:50:00 -0700

0.20.2

  * matches period_sales_report notification context to API format
  * supports queryset and list in TypeaheadPagination
  * makes profile redirect page consistent with deployutils
  * adds contact info in CSV downloads
  * adds feature flag for group buy functionality
  * handles alpha channel properly in profile pictures (UI)
  * attaches error message to input field or toplevel - not both (UI)

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 12 Apr 2024 16:00:00 -0700

0.20.1

  * uses Django formats to localize money and dates (renamed `|short_date`)
  * uses same template context for e-mail and PDF charge receipts
  * prevents deleted subscribers to show in subscribers API results
  * fixes 500 when balance due on a one-time charge

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 14 Mar 2024 14:10:00 -0700

0.20.0

  * adds field to manage otp code requirements per role
  * computes number of periods that cover more than 1 year correctly

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 15 Feb 2024 06:30:00 -0700

0.19.1

  * packages missing static/data/currencies.json

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 27 Dec 2023 14:20:00 -0700

0.19.0

  * adds API endpoint to retrieve customers with balances due
  * adds API endpoint for broker to retrieve in-progress carts
  * extends metrics APIs to support period_type and nb_periods parameters
  * notifies when use charges are above limit in period
  * supports OpenAPI 3 schema for API documentation
  * fixes revenue recognition when subscription is resumed after pause
  * fixes denying role request with no role description

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 27 Dec 2023 12:00:00 -0700

0.18.0

  * adds APIs for agreements
  * adds expiration date to roles (migrations)
  * renames `agreement.modified` to `agreement.updated_at` (migrations)
  * reduces number of query in list APIs by using `select_related`
  * simplifies personal profile to organization profile convertion
  * fixes `expand` argument specified twice (#270)
  * fixes display of coupons restricted to plan

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 15 Aug 2023 15:40:00 -0700

0.17.1

  * compatibles with Bootstrap5
  * verifies request.user e-mail whenever we attempt an implicit grant
  * only returns active profiles in typeahead (fix)
  * limits refund per line item (fix)

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 2 Aug 2023 10:35:00 -0700

0.17.0

  * defaults to {profile} in url patterns
  * adds POST /api/billing/{profile}/balance for Usage-based pricing
  * returns last unpaid orders in balance API
  * fixes last_payment to return most recent payment
  * creates implicit personal profile if hint is present in plan
  * search for exact slugs returns more than MAX_TYPEAHEAD_CANDIDATES results

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 7 Jul 2023 09:20:00 -0700

0.16.2

  * searches profiles by e-mail domain even if a qualified e-mail is provided

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 18 May 2023 16:40:00 -0700

0.16.1

  * integrates nicely with projects login users through `auth_user.email`

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 21 Feb 2023 15:50:00 -0700

0.16.0

  * publishes distribution using pyproject.toml
  * fixes UI for import of offline payments
  * merges workflow to connect and create a profile
  * does not record/notify automatic extensions of `is_not_priced` plans
  * integrates with djaodjin-signup users pages
  * normalizes metrics APIs returned results to match djaodjin-survey

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 21 Feb 2023 09:55:00 -0700

0.15.5

  * removes dependency on vue-infinite-loading for pagination
  * makes broker fee functional
  * enables override of product_url

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Sat, 25 Feb 2023 06:54:00 -0700

0.15.4

  * uses unique slug for RoleDescription to be consistent with Plan
  * escapes comma instead of spaces in typeahead search to improve usability
  * fixes `fail_subcription` when dealing with a single Plan

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed,  4 Jan 2023 12:05:00 -0700

0.15.3

  * supports list of plans in fail_subcription
  * fixes search by ForeignKey in roles page
  * adds computed boolean `outdated` query params
  * redirects when creating a profile as part of workflow

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 16 Dec 2022 21:22:00 -0700

0.15.2

  * adds optional URL to download a PDF version of a receipt
  * unsubscribes only subscriber through a plan API (fixes regression)

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri,  7 Oct 2022 13:35:00 -0700

0.15.1

  * uses serialized transactions in notifications (fixes regression)
  * fitlers by a search term (fixes regression)

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Mon,  3 Oct 2022 14:45:00 -0700

0.15.0

  * reworks API for active, all and churned subscriptions for consistency
  * reverts to detail serializer in key list APIs
  * fixes unengaged db query (ORM did not produce expected code)
  * fixes regression to show registered users to broker

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 16 Sep 2022 13:40:00 -0700

0.14.0

  * consistently uses profile fields in serializers
  * searches one of space-separated terms (use "" for `and`)
  * makes definition of SAAS_ORGANIZATION_MODEL optionnal (regression 0.12.0)
  * expects `full_name` when creating subscription

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 25 Aug 2022 20:58:00 -0700

0.12.0

  * removes trailing '/' for all API endpoints
  * adds profile slug in charge APIs (/api/billing/{profile}/charges/{charge})
  * returns plan title in CartItemSerializer
  * supports Django4.0
  * upgrades testsite to default to Django3.2
  * moves HTML views urls to urls.views module
  * prepares change from organization_url_kwarg to profile_url_kwarg

  Thank you to [Amir Raouf](https://github.com/amirraouf)
  for the following contributions:

  * Add abstract classes for Role and Organization Model
  * Map foreign keys to settings ORGANIZATION_MODEL instead of explicit
        Organization model
  * Fix model choices to be tuple instead of set

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 20 July 2022 19:00:00 -0700

0.11.0

  * fixes balance when extending a subscription through a group buy
  * fixes line items when checkout a group buy (#154, #155)
  * adds engaged/unengaged subscribers APIs
  * moves create shadow profile to /api/accounts/profiles/
  * adds inital compatibility with Django4.0

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Tue, 24 May 2022 19:47:00 -0700

0.10.3

  * adds API to retrieve inactive profiles
  * fixes multiple issues with create profile and optional fields

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Tue,  7 Dec 2021 03:12:00 -0700

0.10.2

  * restores backward compatibility - subscriptions key in profile detail API

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 27 Oct 2021 12:46:00 -0700

0.10.1

  * moves serializers.UserSerializer to serializers_overrides.UserSerializer
  * enables broker profile manager to update global RoleDescriptions
  * normalizes phone number before saving them into the database
  * prevents use of Coupon above nb_attempts limit (fix)
  * enables to customize html/css for pagination links

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 30 Sep 2021 00:00:00 -0700

0.10.0

  * works with with Django3.2
  * prepares compatibility with Vue3
  * moves all i18n translation server-side
  * renames `subscriptions` key into `subscribes_to` as it points to a Plan
  * categorizes a double-POST of the same Stripe token as a CardError

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Sun, 18 Jul 2021 17:30:00 -0700

0.9.5

  * keeps user model fields in sync with personal billing profile
  * prints last4 as exactly 4 digits on receipts
  * fixes index error in the presence of 100% discount and advance payments
  * fixes statement balances in the presence of GroupBuy
  * fixes PaymentIntent not found while using StripeConnect accounts
  * redirects to login page on redirects-to-profile if user not authenticated

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Mon, 26 Apr 2021 22:25:00 -0700

0.9.4

  * adds processor in checkout and card APIs
  * fixes computed balance due when subscription is free
  * re-raises all StripeError as ProcessorError

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 25 Mar 2021 11:01:00 -0700

0.9.3

  * migrates to Stripe PaymentIntent for SCA
  * adds balance due in checkout page
  * computes customers lifetime value (LTV) for a provider
  * reports error details when the payment processor has issues

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Tue, 23 Feb 2021 09:30:00 -0700

0.9.2

  * fixes translation of Transaction description when using period discounts

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed,  2 Sep 2020 10:43:00 -0700

0.9.1

  * translates Transaction description on display
  * fixes regression when creating code through the API
  * increases length of processor keys to 255

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Tue,  1 Sep 2020 17:34:00 -0700

0.9.0

  * reworks discount with an AdvanceDiscount model
  * adds pricing api
  * compatibles with Django3
  * fixes recording CartItem twice

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu,  7 Jun 2020 15:30:00 -0700

0.8.4

  * claims organization with no roles based on e-mail address
  * fixes implicit role grants

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 5 Mar 2020 09:35:00 -0700

0.8.3

  * adds implicit role to user when none exists
  * uses class name instead of HTML node indexes as hooks in checkout pages
  * uses consistent balance_amount/balance_unit accross APIs
  * replaces django-urldecorators by djaodjin-rules in testsite

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 22 Jan 2020 10:15:00 -0700

0.8.2

  * fixes add roles and subscriptions in multiple profile/user configurations
  * works around for Django/SQLite bug (#230)

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 13 Dec 2019 13:25:00 -0700

0.8.0

  * uses inline-template for Vue.js components
  * uploads profile picture
  * signals when processor is not connected and a charge is attempted

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Sat, 26 Oct 2019 13:10:00 -0700

0.7.0
  * adds marketplace processing fee
  * restricts coupon to plan or number of use through UI
  * fixes invite new organizations with erroneous slugs

 -- Sebastien Mirolo <smirolo@djaodjin.com>   Sat, 14 Sep 2019 02:18:56 -0700

0.6.3
  * updates card-on-file directly in /billing/cart/ page
  * makes /api/accounts/ a search API instead of a typeahead API
  * fixes default search fields when looking for subscribers
  * adds remove card-on-file button in page templates

 -- Sebastien Mirolo <smirolo@djaodjin.com>   Tue, 13 Aug 2019 15:12:00 -0700

0.6.2
  * enables multiple StripeConnect authorize url (live/test)
  * fixes infinitescroll
  * fixes connect DELETE method to unsubscribes

 -- Sebastien Mirolo <smirolo@djaodjin.com>   Wed, 7 Aug 2019 00:00:00 -0700

0.6.1
  * improves API documentation
  * creates billing profile implicitely in various workflows
  * adds hooks for infinitescroll

 -- Sebastien Mirolo <smirolo@djaodjin.com>   Tue, 30 Jul 2019 00:00:00 -0700

0.6.0
  * supports sort by multiple columns (#182)
  * adds day_periods function (#199)
  * displays invited/requested roles first
  * populates organization fields when it is created alongside a subscription

 -- Sebastien Mirolo <smirolo@djaodjin.com>   Mon, 10 Jun 2019 12:26:00 -0700

0.5.1
  * adss API to accept a role grant
  * fixes calculations of `invited_count` and `requested_count` through filters

 -- Sebastien Mirolo <smirolo@djaodjin.com>   Fri, 3 May 2019 13:33:00 -0700

0.5.0
  * adss role_status filter (active/invited/requested) to roles APIs
  * improves support of search accounts APIs for typeahead
  * adds sign agreement API
  * moves is_broker from saas.models to saas.utils
  * inserts only views related to the type of organization in `urls` context
        such that it is simpler to generate menu bars.

 -- Sebastien Mirolo <smirolo@djaodjin.com>   Tue, 23 Apr 2019 09:12:03 -0700

0.4.1
  * separates search api for type-ahead candidate lists
  * adds filter and sort to plans API
  * fixes #180

 -- Sebastien Mirolo <smirolo@djaodjin.com>   Fri, 5 Apr 2019 12:04:48 -0700

0.4.0
  * defaults to vuejs front-end
  * merges Organization and User profile APIs
  * adds i18n translations to javascript
  * adds picture field to Organization
  * adds API endpoint to re-send an invitation.
  * removes default natural `start_at` date on queries. it wasn't so natural
    after all.

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Sun, 31 Mar 2019 09:38:37 -0700

0.3.4

  * adds experimental vue.js front-end
  * triggers more signals when getting closer to renewal time
  * uses broker as a candidate in fail_direct

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Tue, 4 Dec 2018 14:26:47 -0800

0.3.2

  * Compatible with Django 2.0.x
  * Adds command to reconcile payouts with processor
  * Generates revenue reports in utc and local time

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 27 Apr 2018 08:25:09 -0700

0.3.0

  * Grants and requests for double opt-in on roles and subscriptions.
  * Adds logic for use charges

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 13 Dec 2017 12:12:20 -0700

0.2.6

  * Compatible with Python 3.6

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Tue, 27 Jun 2017 12:12:20 -0700

0.2.4

  * Generic roles
  * Cancel total balance due (#95)

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 7 Sep 2016 00:00:00 -0900

0.2.3

  * API to checkout cart

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Sun, 26 Jun 2016 00:00:00 -0900

0.2.2
  * Create dashboard views
  * Generate requests for a role on an organization
  * Add Razorpay backend

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Tue, 24 May 2016 00:00:00 -0900

0.2.0

  * Generalize role relationship
  * Replace Stripe Recipients by use of StripeConnect

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Fri, 5 Feb 2016 00:00:00 -0900

0.1.8

  * Refactor ledger to fully support backlog accounting

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 13 Aug 2015 00:00:00 -0900

0.1.7

  * Update support to Django 1.7 and django-restframework 3.1

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Wed, 13 May 2015 00:00:00 -0900

0.1.4

  * Create coupon metrics pages
  * Clean REST API
  * Simplify template names

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Thu, 14 Aug 2014 15:16:57 -0700

0.1.3

  * Initial Release.

 -- Sebastien Mirolo <smirolo@djaodjin.com>  Mon, 26 May 2014 00:08:22 -0700