1. Campaign Planning & Management
The core planning engine has been built from the ground up to handle complex media scheduling, version control, and team collaboration.
- Campaign Blocks & Workflows: Introduced comprehensive campaign blocks with strict state transitions (New, Planning, Approved, Rejected, Done).
- Interactive Row Management: Campaign rows are now fully interactive, featuring drag-and-drop ordering, period validation clamped to block bounds, and quantity tracking.
- Versioning & Re-planning: Implemented block versioning. Approved blocks create committed versions, and un-approving rotates versions to maintain a strict audit trail.
- Supplier & Activity Linking: Activities can now be explicitly mapped to suppliers and target groups, with distinct filtering for external planning and specific media types (like BTL and RTB).
- Granular Validation: Enforced strict validations across the board, from campaign deadlines requiring future dates to overlapping period checks and mandatory client agreement bounds.
2. Financial Engine & Invoicing
A robust financial suite to bridge the gap between media plans and actual accounting, complete with 1C synchronization.
- Dynamic Invoice Builder: Launched a completely new invoice builder and linker UI. Users can visually compose income and expense invoices, track bound sums, and manage partial payments or remaining balances.
- Automated PDF Generation: Invoices are now rendered directly to PDF, complete with company logos, localized templates (EN, LV, EE, LT), amount-in-words translation, and dynamic formatting.
- Advanced Accounting Features: * Support for credit invoices with automated negative sum validation.
- Real-time VAT resolution and deal-type reverse reference checks.
- Tracking for external sums, consumed rows, and overspent budgets.
- 1C Integration: Core sync commands established for 1C accounting software, mapping incomes, expenses, bank details, and booking states.
3. Client Agreements & Guarantees
New primitives to handle complex agency-client relationships and rate structures.
- Agreement Tracking: Planners and managers can now track primary client agreements, configure payment days, enforce credit limits, and set up flat rates that automatically map to campaign fees.
- Guarantee System: Developed a comprehensive guarantee execution tracking system, splitting guarantees by provider and type, complete with external sums and detailed progress lists.
- Rate Management: Initial implementation of the Provider Rates UI (including AVB/CVB rates), allowing for complex discounting and agency pricing structures directly tied to departments and activities.
4. Access Control & Workspaces
A highly compartmentalized permissions system to ensure data security across multiple enterprises and roles.
- Enterprise Context: Users can seamlessly switch between different enterprise workspaces. Data is strictly scoped so that planners and managers only see what they are assigned to.
- Role-Based Access Control (RBAC): Distinct permission boundaries established for System Admins, Primary Managers, Planners, and Heads of Departments.
- Impersonation: Added secure user impersonation capabilities to assist with internal support and workflow debugging.
5. UI, Notifications & Workflow
- Dashboard & Reporting: Added a central dashboard for quick overviews of managed campaigns and financial summaries, alongside a new raw data export feature for deep-dive reporting.
- Automated Alerts: Integrated an SMTP-backed notification engine to alert users of block rejections, approaching deadlines, and status changes.
- File Management: Full support for file attachments across campaigns, expenses, and client agreements, complete with secure download links.
- Form Primitives: Standardized UI components using a custom React SDK, including debounced async selects, date range pickers, and dynamic data tables driven by URL query strings.
6. Core Infrastructure
- Database & API: Established a strict PostgreSQL foundation utilizing Django middleware, serializers, and customized form validation for data integrity.
- Reliability: Integrated Sentry for robust error tracking across both the frontend boundary and background task queues.
- CI/CD: Set up automated testing pipelines and environment configurations for staging and production deployments.