โ† All releases
v1 July 16, 2021

Core Architecture

v0.1 establishes the platform's core architecture, delivering interactive campaign planning, enterprise-grade access control, and robust client agreement tracking. Furthermore, it introduces a comprehensive financial engine featuring dynamic invoice generation and automated 1C accounting synchronization.

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.

All releases in this series

v1.7.1 August 10, 2021 Auto

๐Ÿ› Bug Fixes

  • Update sdk
  • Report col mutation. Closes #556
v1.7.0 August 6, 2021 Auto

๐Ÿš€ Features

  • Guarantee: Move external sums to global(group) level. #552
  • Guarantee: External sums are available only in global scope. #552
  • Improve direct activity search

๐Ÿ› Bug Fixes

  • Campaing and invoice row DnD.
v1.6.1 August 5, 2021 Auto

๐Ÿ› Bug Fixes

  • Reporting: Hide bonus cols for raw local managed. #527
  • Move form to new sdk
v1.6.0 August 2, 2021 Auto

๐Ÿš€ Features

  • Campaign: Block history view. #549
  • Campaign: Choices for cancelation motivation. #549
  • Campaign: Prompt choices for price update. #549

๐Ÿ› Bug Fixes

  • Row re-ordering bug. #551
v1.5.3 July 22, 2021 Auto

๐Ÿ› Bug Fixes

  • Ignore errors when fetching notifications fails
v1.5.2 July 22, 2021 Auto

๐Ÿ› Bug Fixes

  • User Interface: ui: Style topnav selects, adjust breadcrumb
v1.5.1 July 22, 2021 Auto

๐Ÿ› Bug Fixes

  • Navbar-brand css
  • Move breadcrumbs to top nav. Adjust css.
v1.5.0 July 22, 2021 Auto

๐Ÿš€ Features

  • User Interface: ui: Collapsible sidebar. #546
  • *(income, expense)* Use comment field in list search. #545
v1.4.0 July 20, 2021 Auto

๐Ÿš€ Features

  • Income: Crediting invoice has initial sum of linking reminder. Closes #538
  • Linker: Filter by activity type in campaign linker. Closes #418

๐Ÿ› Bug Fixes

  • Update sdk, select component
v1.3.0 July 19, 2021 Auto

๐Ÿš€ Features

  • Expense: State filters, closes #543
v1.2.0 July 19, 2021 Auto

๐Ÿš€ Features

  • Reporting: Local managed scop for raw report

๐Ÿšœ Refactor

  • Squashed migrations for client, core, crm, notifications, onec, reporting, supplier, support
  • Get rid of .scene-nested, Closes #523
v1.1.1 July 19, 2021 Auto

๐Ÿ› Bug Fixes

  • Income: Fix draft pdf link
  • Reporting: Typo in raw report. #449
v1.1.0 July 16, 2021 Auto

๐Ÿš€ Features

  • Campaign: Row import from code blocks. #534

๐Ÿ› Bug Fixes

  • Fix isSimple and isMulti