Release 12

Here's a summary of the work the development teams have completed, broken down into categories. This explains the changes and improvements made to the system in plain language.

1. Gateway & File Management (Focus: How Files are Received & Processed)

  • Removed Publishing Option: The system no longer offers "Publishing" as a choice when files are initially sent in. This simplifies the process for sending files.

  • Direct File Uploads for Owners: Owners (like manufacturers) can now upload files directly, even with changes to location settings.

  • Special Spaces Access: A new way to provide access to special spaces has been implemented for integration with another system called MRL.

2. User Interface (UI) & User Experience (UX) (Focus: How the System Looks and Feels)

  • General Appearance Refresh: The entire system has received visual updates to make it more modern and appealing. This includes updated content and a more pleasing look and feel.

  • Brand Page Title Update: The title on the Brand page has been changed to align with the current branding.

  • Circular Logos: Product logos now appear as circles, giving a more polished look.

  • Footer Changes: Certain links (sitemaps and landing pages) have been removed from the footer.

  • Hide "Request a Quote": The "Request a Quote" button has been hidden to simplify the interface.

  • Font Consistency: Issues with fonts have been corrected across the system, so text is easier to read.

  • Board Image Fix: Images on boards now display correctly.

  • Board Contents Updates: The information displayed on the boards has been updated.

3. Data & Analytics (Focus: Viewing and Understanding Information)

  • Location-Based Analytics (Frontend & Backend): Users can now see data broken down by location. This means they can see information specific to different areas.

  • Incentive Program Data in CRM: Incentive program details (conditions, dealers, and thresholds) are now visible within the CRM (Customer Relationship Management) system, making it easier to manage these programs.

  • Indeal Data Visualization in CRM: Sales data (incentives, purchases, rebatable amounts) for companies involved in the Indeal program is now displayed in charts within the CRM.

  • Complete Sales History: Administrators can now view the full sales history of companies that previously participated in the Indeal program.

  • Rebatable Sales Data: Administrators can see how much money companies have received back in rebates as part of the Indeal program.

  • Total Purchases Data: Administrators can view how much companies have purchased as part of the Indeal program.

  • Incentive Analytics - Indeal Account Numbers: A way to view and filter incentive data by Indeal account numbers has been implemented, both for viewing the information and for the data itself.

  • Brand Discovery Filters: Users can now use filters to quickly find brands they's are looking for on the Brand Discovery page.

  • Indeal-Used Brands Visibility: Brands that have used the Indeal program are now clearly identified on the Brand Discovery page.

  • Product Associations: When viewing a product, users can now see a list of the spaces that product is associated with.

  • "Indeal Dashboard" Link: A quick access link to the Indeal Dashboard has been added to the user profile dropdown.

4. CRM and User Management (Focus: How User Accounts and Data are Managed)

  • Role Assignment for Dealers & Brands: Dealers can now assign users to the "dealer" role, and brands can assign users to the "brand" role.

  • Duplicate Company Reporting: A process is in place to report and address duplicate company entries.

5. Technical Improvements & Bug Fixes (Focus: Behind-the-Scenes Corrections)

  • Brand Page Crash Prevention: A problem that was causing the Brand page to crash has been fixed.

  • Missing Brands in Filters: The list of brands visible in the filters on the Product Discovery site has been corrected.

  • Image Issue in MRL Link: A problem with the image in the MRL link has been fixed.

  • Shaded Box Fix: A specific colored box with text that appeared when certain files were uploaded has been updated to be less confusing.

  • Product Dimensions Hidden: The product dimensions are now hidden from view for a more streamlined product view.

  • Brand Page Navigation: A link to the brand page has been added for easier navigation.

  • Restructured Space Page: The layout of the Space page has been reorganized.

  • Error Prevention on Brand Page: A fix prevents errors and improves the user experience on the brand page.

This summary covers all the work completed. If you have any questions about a specific area, please ask!

Tickets

  • (KAN-409) - As a user and admin, I want to remove Publishing from Enable as an option in the inbound gateway

  • (KAN-413) - As a user, I would like to see analytics by location(s) in portal. (backend)

  • (KAN-412) - As an owner or manufacturer, I want to upload files directly to the inbound gateway and have it work under the new conditions of location

  • (KAN-405) - As COI, I would like to track my site using hubspot

  • (KAN-406) - As a user, I would like to see analytics by location(s) in portal. (frontend)

  • (KAN-340) - As an owner, I would like to have all the fields from the CRM in the portal experience so we can work with the data

  • (KAN-411) - As an admin, I want to access the location and companies directly within my portal

  • (KAN-410) - As a dealer, manufacutrer, or admin, I should have access to all my locations under one dashboard

  • (KAN-402) - As Natasha, I want to clone incentives. (frontend)

  • (KAN-401) - As a dealers, I want to have all my users assigned at the role of dealer

  • (KAN-399) - As a brands, I want to have all my users assigned at the role of brand

  • (KAN-344) - As an end user, I want to have a better looking UI and updated content

  • (KAN-404) - As an owner, I want to upload spaces for Global Canada.

  • (KAN-403) - As a COI, I want to be able to create hubspot forms on my webpage

  • (KAN-389) - As a Developer, I want to hide the dimensions for products in the product view.

  • (KAN-387) - As a Developer, I want to add an "Indeal Dashboard" link in the profile dropdown for quick access.

  • (KAN-346) - As Jen, I am reporting multiple companies that are duplicates

  • (KAN-217) - As Jen, I need to be able to enable special spaces access for MRL integration

  • (KAN-385) - As a Developer, I want to restructure the Space page layout.

  • (KAN-376) - As a User, I want to see the list of Spaces that a product appears in when viewing the product detail page to understand its associations.

  • (KAN-377) - As a Developer, I want to add a link to the brand page for easier navigation and better user experience.

  • (KAN-379) - As a Developer, I want to hide the "Request a Quote" option to simplify the interface as per the business requirements.

  • (KAN-380) - As a Developer, I want to change the title of the brand site to reflect updated branding and consistency.

  • (KAN-386) - As a Developer, I want to fix the shaded box color to match the surrounding "Published/Last Updated" section and change its text to black, unbold. It should only appear if a CMFAV or SIF file is uploaded to avoid confusion.

  • (KAN-378) - As a Developer, I want to fix the image issue in the MRL link.

  • (KAN-375) - As a Developer, I want to make the logos in product cards circular for a more polished and consistent design.

  • (KAN-373) - As a Developer, I want to hide the sitemap and landing pages from the footer.

  • (KAN-382) - As a Developer, I want to fix the error on the brand page to prevent page crashes and improve user experience.

  • (KAN-390) - As a Developer, I want to update the board contents to reflect the latest changes and improvements.

  • (KAN-397) - I would like to search by indeal account numbers in incentive analytics.

  • (KAN-396) - I would like to update incentive program dialog in CRM so that I can see conditions, dealers, and thresholds from incentive.

  • (KAN-395) - I would like to see the list of indeal account numbers in collapsible within incentive analytics. (backend)

  • (KAN-367) - As an Admin, I want to visualize the sales data (incentives, total purchase, rebatable) of companies that have been part of the Indeal program in a graphical chart format within the CRM.

  • (KAN-400) - I want to add an option to whether make incentives stackable at program level.

  • (KAN-381) - As a User, I want to be able to use filters in the Brand Discovery site to quickly find the brands I am looking for.

  • (KAN-370) - I would like to see the list of indeal account numbers in collapsible within incentive analytics. (frontend)

  • (KAN-383) - As a User, I want to see Indeal-used brands clearly listed on the Brand Discovery page to identify trusted partners.

  • (KAN-362) - As an Admin, I want to view the complete sales history of companies that have previously participated in the Indeal program.

  • (KAN-384) - As a Developer, I want to fix the missing brands in the filter options on the Product Discovery site so that all brands are visible.

  • (KAN-363) - As an Admin, I want to view the rebatable sales data of companies that have been part of the Indeal program.

  • (KAN-388) - As a Developer, I want to fix font issues across the platform for consistent readability.

  • (KAN-391) - As a Developer, I want to fix the issue where image contents are not showing correctly on the boards for better user experience.

  • (KAN-365) - As an Admin, I want to view the total purchases of companies that have previously participated in the Indeal program.

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