Your Kodaris platform includes a simple and easy way to track issues, requests, project todos, customer service requests, and more with the Tickets section of the Services module. As part of this feature, we have released a new enhancement that allows you to copy a ticket to a new one. This is particularly helpful if you are creating a multi-step issue or request.
To copy a ticket, under the Services > Tickets screen navigate to the ticket you would like to clone, click the "Clone Ticket" button and an exact copy of that ticket will be created.
Filter and sort on Location fields
As a new enhancement in this release, we've added the capability to filter and sort on all fields in the operations portal Locations screen. This is handy if you are searching for a specific location or piece of data, or want to filter down on results.
Sort country order
As part of the filtering and sorting updates, we have also made the Order column on the Countries screen in the operations portal sortable. With this update, you can now sort the countries to determine what order they are in, and make updates if needed.
View parent companies
As part of the Kodaris Customer feature set, we provide the capability to link customer accounts together in a parent/child relationship. In this release, we've added the ability to view the parent company name and code for linked accounts on the Companies > Search screen.
KOD-15235: Wrong Screen Shown When Navigating to Company > Tickets > Activity Templates
Regression Tests
Case 1
Tickets in Companies screen should link to tickets detail template
Login to Operations portal > Companies
Select a company and go to Ticket tab
Click on a ticket and check that it is showing ticket detail template
Tests
Case 1
Tickets with {{ticketType =}} {{ActivityTemplate}} should not show in Company tickets page
Login to Operations portal > Companies
Select a company and go to Ticket tab
Show ticketType in the grid
The grid should not be showing tickets with ticketType ActivityTemplate.
ActivityTemplate ticket would only be shown in the global tickets screen
KOD-15236: Company Field Not Alerted As Required for Activity
Regression Tests
Case 1
You should be able to submit the form if title and company fields are filled up
Log in to operations portal and go to Activities screen
Click on add activity
Try to submit the form without a company. The field should show red border and red text styling
Tests
Case 1
Company field is indicated as required when entering an activity.
Log in to operations portal and go to Activities screen
Click on add activity
Try to submit the form without a company. The field should show red border and red text styling.
KOD-15708: CMS - parent category select within page editor issue
In gutenberg editor check that parent category block width is the same as other blocks in the editor and it is not changing its width by clicking on it.
Verify that in the gutenberg editor parent category suggests and behaves the same way as the parent category list in the operations portal
Check that the height of the suggestions list for parent category fits the length of the list and there is no need to scroll.
Regression Tests:
Check that the select parent behavior hadn’t changed and if you select the parent page - these changes will be saved and will reflect in the operations portal and vice versa.
KOD-15746: Add Copy Ticket button to ticket details screen
Tests
Case 1
Operations Portal → Services → Tickets
Choose a ticket from the table to display the ticket’s details
Click on the new icon (Clone Ticket) just to the right of the {{Log Time}} button.
That click should clone the ticket and redirect to the cloned ticket detail page.
The cloned ticket should have all the same information as the original one and the title should be “CLONE - _original title_”
KOD-15845: Update kd.cartService.getCart to store result
KOD-16309: Alphabetical Sticky Filters
Regression Tests
Case 1
In all the portal tables, test that custom filters can be listed without any issues.
Add custom filters in case you need
This example is just for Tickets page table:
Tests
Case 1
Go to any table in the employee portal (this case Tickets table).
Open *Filters* options -> You should see all your custom filters sorted alphabetically by name.
Add new filters and they should be placed in alphabetical order
KOD-16453: Post Careers Form Submission Directly Into Kodaris
Tests
Case 1
Testing if new employee is created and if it has restriction fields (active=no and status=candidate) and attached resume.
Case 2
Testing if script can handle error when it occurs. Error for creating employee can be only when we set username(email) with non-unique value.
KOD-16639: Fix Expiring Job Template
KOD-16794: Update view of addresse's customer and internal files screens
Regression Tests
Go to Operations Portal and login:
Go to a Company Address page, either by going to a company or company address page
Navigate to Customer or Internal Files tab
Click the Attach File button and attach appropriate file.
The file should be added in the grid. Refresh to confirm addition.
Go ahead and do this to the other tab and pages included in this feature change.
Tests
Go to Operations Portal:
Go to a test company, open one company address in Addresses tab
On a Company Address, go to Customer Files tab.
Check the grid functionality
Continuing from the previous test:
Go to the Internal Files tab.
Upload some files if it’s empty
Check grid functionality
Go to Operations Portal and login:
Go to Company Addresses page
Navigate to Customer Files tab
Check grid functionality
Continuing from the previous test:
Navigate to the Internal Files tab
Check grid functionality
Go to Operations Portal and login:
Open any company address page
Navigate to either Customer or Internal Files tab
Test one-by-one deletion and bulk delete.
Go ahead and do this to the other tabs and pages included in this feature.
KOD-16970: Make all fields in Locations sortable/filterable
Regression Tests
Case 1
Please check if location page is displayed as expected with correct data
Tests
Case 1
Please check if each column except header, footer, description, productsDescription, servicesDescription is sortable and filterable
KOD-16985: PriorityPayments - Fix Issue When Vaulting Card and Checking-out
Regression Tests
Go to Operations Portal:
Open a test company
Click Issue a Charge button, a dialog should pop up.
Fill out the form.
*DON’T* check the {{Vault Bank Account}} checkbox.
The request should push through without vaulting the bank account.
You can further confirm this by opening developer tools and go to the Network tab and check if the Issue button only called one endpoint.
Tests
Case 1
Go operations portal → CRM → Companies → select your company → change payment system and card payment system to MX_MERCHANT → click issue a Charge, fill all form and select Vault Bank Account → make sure that our requests runs sequentially
KOD-17112: Fix scheduled jobs to enable editing while job is running
KOD-17133: Make Order column sortable
Tests
Case 1
Please check that order column on countries screen is sortable
KOD-17263: Product History Functionality
KOD-17278: UX - Enable Shop By Store
Tests
Note: The shop by store dropdown will only show if the setting {{enableShopByWarehouse}} is turned on.
Case 1
Logged out customer.
Check Shop by Store dropdown in header
Initial state is that there is no warehouse selected
Click on the dropdown and select from the warehouses in the list. Picking one would select a warehouse. Please check for any errors
Check the layout in tablet and mobile to make sure it is not broken
Case 2
Logged in customer.
Check Shop by Store dropdown in header
Initial state is that there is no warehouse selected
Click on the dropdown and select from the warehouses in the list. Picking one would select a warehouse. Please check for any errors
Check the layout in tablet and mobile to make sure it is not broken
KOD-17358: CSD API Call to Insert Vendor Invoice V2 BOD
KOD-17361: Can't Edit Escalation on a Quote
Regression Tests
Case 1
Start a quote. Make sure it is created, all required settings are present
Tests
Case 1
Start a quote. Make sure productPriceID value for escalatorSchedule value is 2^31-1
KOD-17368: Change the error message when calling endpoint /api/system/sku/byProduct
Regression Tests
Case 1
We should be able to add new sku by product code and warehouse code
Case 2
We should be able to add new sku by product id and warehouse id
Case 3
We should be able to edit an existent SKU
Tests
Case 1
Try to add a SKU that already exists using product code and warehouse code
Case 2
Try to add a SKU that already exists using product id and warehouse id
KOD-17383: Add new fields to deliveries detail screen - UX
Regression Tests
Case 1
From operation portal -> Logistics → Deliveries.
Pick one from the table.
You should be able to modify and update any field without any problem.
Case 2
From operation portal -> Logistics → Deliveries.
You should be able to modify and update any field without any problem. Also sort and filter all field that is available to do that
Tests
Case 1
From operation portal → Logistics → Deliveries.
Pick one from the table.
You should see these 3 new fields *First Name*, *Last Name*, and *Status*.
You should be able to modify and update those fields without any problem.
Case 2
From operation portal → Logistics → Deliveries.
You can see new fields *First Name*, *Last Name*, and *Status* in grid.
You should be able to modify this fields, but can not sort and filter
KOD-17402: Add AI Search
Regression Tests
Case 1
Please check that we still can search from search bar and it works as usual
Case 2
Please check that header is displayed as usual
Case 3
Do an ordinary search and please test that filtering and sorting work as usual
Tests
Case 1
Login as employee (enable vector indexing and vector searching settings)
You should see dropdown button on search bar
Please test if it works properly for ordinary search and ai search
Case 2
Click ordinary search then ai search and we should see in url aiSearch:true
Click ai search then ordinary search and we should see in url aiSearch:false
Case 3
Please check if user pick some option it will stay after user click search button
KOD-17406: Add importers for Journals and Accounts global screens - UI
Regression Tests
Case 1
Check Accounts export works
Case 2
Check Journals export works
Case 3
Check Journals and Accounts pages looks good
Tests
Case 1
Check Accounts import works
Case 2
Check Journals Import works
KOD-17435: Catalog View - Add filter group columns to product table
Regression Tests
Case 1
Go to a product list page and make sure the list, grid, and table views look fine and nothing is broken.
Case 2
In the above pages, check that filtering, sorting, and pagination works correctly.
Case 3
ProductList grid and list view:
Make sure that in a smaller screen size, the table view does not appear at the bottom of the page.
Tests
Case 1
Product list - table view
If there are no filter categories with productDisplay = true, just the standard columns are shown (code, name, price).
You can edit the filter category → productDisplay in the operations portal.
Case 2
Product list - table view
If there are filter categories with productDisplay = true, check:
Make sure that the page doesn't break
Each productDisplay = true category shows as a column in the table.
Make sure the product values show up in their respective columns
If product is not in category, make sure that nothing is shown in the respective column.
Case 3
If there are a lot of filter categories, make sure the table is scrollable instead of extending across the page.
KOD-17472: Ticket CustomerWishList APIs
Tests
Case 1
Test POST Company Wish List for Ticket API
Case 2
Test Read Company Wish List for Ticket API
Case 3
Test PATCH Company Wish List for Ticket API
Case 4
Test Delete Company Wish List for Ticket API
Case 5
Test List Company Wish Lists for Ticket API
Case 6
Test Add Product to Company Wish List for Ticket API
Case 7
Test Delete Product to Company Wish List for Ticket API
Case 8
Test List Products to Company Wish List for Ticket API
KOD-17603: Cash Quote Price Types
Regression Tests
Case 1
Check that table layout, filtering functionality remain the same
Tests
Case 1
Check adjusting price. Test increasing/decreasing & percent/dollar values.
Case 2
Check that quote price groups and quote price levels were added at the top of the table. You should be able to select them.
KOD-17610: Scheduled payments - remove system check that stops the payment when totals don't match
Regression Tests
Case 1
Try to make a payment when totals are different. Make sure it fails
KOD-17620: Search by customer part #
Regression Tests
Case 1
Search a product with setting {{useSearchPreprocessing}}=0
Should perform a normal search without searchRules.
Case 2
Search a product with searchRule with
setting
{{useSearchPreprocessing}}=1
and searchRules with values:
{noformat}pattern = matchSearchText
searchType = product
minimumMatch = 1
ruleType= prePRocessing
action = categoryRedirect
active = 1
ruleOrder = 1
actionData= {noformat}
should redirect the search by category.
Tests
Case 1
Create a searchRule with next values:
*disable* other searchRules and be sure to have this new rule:
{noformat}pattern = customerProductCode
searchType = product
ruleType= prePRocessing
action = productRedirect
active = 1
ruleOrder = 1
minimumMatch = 1
actionData = something
query = something
qboostFieldBoost=1
{noformat}
you must have a logged customer user.
you must have a crossReference record with
{noformat}companyCode = userLogged.CompanyCode
type = web_customer
productCode =
altProductCode = alternative product code to be used in the search
lenguageCode = userLogged.lenguageCode{noformat}
_searchString should not have spaces_
it should bring as result a product which match the altProductCode from crossReference record and code in product record.
Case 2
Create a searchRule with next values:
*disable* other searchRules and be sure to have this new rule:
{noformat}pattern = customerProductCode
searchType = product
ruleType= prePRocessing
action = categoryRedirect
active = 1
ruleOrder = 1
{noformat}
* you must have a logged customer user.
you must have a crossReference record with
{noformat}companyCode = userLogged.CompanyCode
type = web_customer
productCode =
altProductCode = alternative product code to be used in the search
lenguageCode = userLogged.lenguageCode{noformat}
_searchString should not have spaces_
it should bring as result a product which match the altProductCode from crossReference + the search string in the search box of the screen.
Case 3
Repeat test case 1 of 2 using a search string that contains a space, for example:
searchString='the code'
it should behave as 1st regression test.
Case 4
Repeat test case 1 of 2 but with a not logged user:
it should behave as 1st regression test.
KOD-17674: Force text-wrap on long lines in CMS pages
Tests
Case 1
Long text without spaces should not break the CMS page
Long test will just break to another line if it is past the width of the content section
KOD-17692: Billable Time Is Still Showing as Seconds
Regression Tests
Case 1
Make sure that the tickets screen is still working and fields are populating correctly.
Tests
Case 1
Go to the tickets screen
In both data and search grids view the Billable Time column
The values should show up as formatted (00h 14m 48s)
Case 2
Repeat the steps for Case 1 in the following pages:
Company Address Tickets
Lead Tickets
Order Tickets
Quote Tickets
KOD-17695: Research into why we applied add-on to an order
Regression Tests
Case 1
Verify that discount from company level is still can be applied to order.
Tests
Case 1
Verify that company level discounts(addons) can be overriden by company address level dicounts.
Case 2
Verify that company address level discounts(addons) are not overriden by company level dicounts.
KOD-17709: Companies - Columns
Tests
Case 1
Operations Portal → CRM → Companies
Verify that the "Parent Company Code" column is not visible in the table.
Click the "Show/Hide Columns" button and select "Parent Company Code" from the list.
Confirm that the "Parent Company Code" column is now visible in the table.
Note: Parent company code is not filterable.
_To see the parent company code you should assign a parent company to a company in the table and wait until this new info is indexed_
Case 2
Operations Portal → CRM → Companies
Verify that the "Parent Company Name" column is not visible in the table.
Click the "Show/Hide Columns" button and select "Parent Company Name" from the list.
Confirm that the "Parent Company Name" column is now visible in the table.
Note: Parent company name is not filterable
_To see the parent company name you should assign a parent company to a company in the table and wait until this new info is indexed_
KOD-17711: Update Default Assignee Type on Tickets
Regression Tests
Case 1
Check if you can add ticket and add assignee without any exception.
Check how it’s displayed on UI on the Search tab.
Tests
Case 1
Check if you have an assignee without assignee type → then the default {{[None]}} has to be added
Check if you have an assignee with assignee type → then the default {{[None]}} has *not* to be added
KOD-17731: Replace "Top Vendors" for "Top Brands"
Regression Tests
Case 1
For when there are no brands in the slider, check the homepage to make sure the slider isn't showing
Check Top vendors slider
Login to operations portal and go to CMS -> Menus
Click on Top Vendors link
Add/Edit/Delete slides from the customizer. There should be no errors.
The slider should show up in the homepage.
Please also check in mobile and tablet to make sure nothing is broken
Case 2
When the title isn't set in the customizer, the slider title should fall back to Top Brands
Tests
Case 1
Edit Top Vendors slider title
Login to operations portal and go to CMS -> Menus
Click on Top Vendors link
Edit the title input content and click publish
Check the title in the website if it has been updated
KOD-17733: Сorrect date for scheduled payment record
Regression Tests
Case 1
Setting jobPayScheduledPayments should be turned on.
Check that all payments with non-empty paymentDate where populated with scheduledDate field.
Go to your scheduled payment "Development" tab in the Employee portal and change scheduledDate for today.
Go to Scheduler screen and run daily interval job.
Verify that your payment(which was active and with future paymentDate/scheduleDate) successfully processed by the job.
Case 2
Setting jobPayScheduledPayments should be turned on.
Tests
Case 1
*Setting jobPayScheduledPayments should be turned on.
Test if we can pass scheduledDate with specified time and schedule payment.
KOD-17735: Order # is populated with a date
Regression Tests
Case 1
Please check that we still can print pdf file and it can be opened
Tests
Case 1
Please check that we see order num in pdf instead of date
KOD-17738: Calculate Payment Periods Using Last Day of Month As Start Date
Regression Tests
Case 1
Make sure that search for Open invoices works as usual
Tests
Case 1
Verify that we can see Open invoices by period correctly according to the config
KOD-17767: Display price above inventory for all products
Regression Tests
Case 1
Go to any category
Check if page looks good for both grid and list views
Tests
Case 1
Go to any category
On grid view check if price is above the inventory
KOD-17770: Clicking on filters' names should open/collapse options
Regression Tests
Case 1
Go to any category
Check if page looks good for both grid and list views
Tests
Case 1
Go to any category
Click on any filter's name and it should open/close
KOD-17776: Updating checkout to Vault
Regression Tests
Case 1
Login to customer side
Add any product to your shopping cart.
Go to My cart
Go to delivery and payment tab.
Select already existing payment card from dropdown.
Place order.
Make sure you’re successfully paid for your order.
Case 2
Login to customer side
Add any product to your shopping cart.
Go to My cart
Go to delivery and payment tab.
Enter information of your payment card.
Place order.
Make sure you’re successfully paid for your order.
KOD-17794: Add an Exclusion Setting for Unit Conversions
Regression Tests
Case 1
Verify that setting value is empty (by default), and all unit conversions are returned, product(s) return, everything works as expected
Tests
Case 1
Update setting value, add some units to excluded. Verify these units are not present in the response
KOD-17795: Email notifications - Comments on a content page
Regression Tests
Case 1: Check whether email notification comes about submitting comments on page from logged in customer.
Go to employee side, go to page list, click “add page”
Add block “post comment“ on page, click “update“
Log in as customer and go to created new page for leaving the comment, write comment and submit it.
Check that layout and functionality of the top bar buttons on the Cash Quote details hasn’t changed.
Tests
Case 2
On the Cash Quote details page try clicking *Ship Order* and *Unship Order. You could ship or unship order which has ERP InforCSD*
On success you’ll see:
{{Shipping has been started successfully}}
or {{Unshipping has been started successfully}}
Depending on what button you would click
KOD-17829: Add customer group catalogs
Regression Tests
Case 1
Check that the view all categories screen loads as expected and company categories appear.
Tests
Case 1
Check that both company categories and company group categories are visible in the company catalog section of the view all catalogs page.
Make sure the links for each work as well.
Case 2
Make sure that the company group catalogs are not editable at all.
KOD-17852: Fix Verbiage in CMS from Template to Layout
Tests
Login to your account:
Go to Pages page
Create a Gutenberg page
A pop up should show
Title and subtitle of the dialog should be changed.
KOD-17854: Fix Broken Link In Customer Portal > Employees Screen
Regression Tests
Case 1
Make sure the following pages are not broken:
Location detail page
Company payment methods page
Customer payment methods page
Profile page
Employee detail page
Tests
Case 1
Make sure the Learn more links in the following pages are removed:
Location detail page
Company payment methods page
Customer payment methods page
Profile page
Employee detail page
KOD-17863: Fix credit application link to go to correct page
Regression Tests
Case 1
Check if the credit page render without any exception
Tests
Case 1
Check if page will be redirected
KOD-17885: Make it possible to add settings everywhere
Tests
Case 1
Just check if a new setting has been added with a default value 0
KOD-17909: Drop templates/default from include paths
KOD-17911: Inventory for Non-Setup Products
Regression Tests
Case 1
Make sure product list and product detail pages are working correctly.
Also make sure that inventory and pricing is showing.
Tests
Case 1
On the product list page, make sure that the inventory warehouse doesnt change on reload and it matches the warehouse shown on the product detail page.
Case 2
Test changing shiptos and make sure the corresponding warehouse shows on the product list and detail pages.
KOD-17950: Cart Purchase Order Issue
Regression Tests
Case 1
The checkout pages should work as expected with no errors.
Case 2
If a default po is set on the company:
It should auto populate on the last checkout tab
Case 3
If there is not a default po set:
The checkout pages should work as expected
The PO # input should be empty
Case 4
For both case 2 & 3:
If you change the po number
Go back to the second checkout tab
Change the shipping address
The po number should stay the same
KOD-17961: Product List filters not sorted alphabetically
Regression Tests
Case 1
Check that the product list page still works fine, same with the filters.
Tests
Case 1
Check that the filters are now sorted alphabetically.
KOD-17976: Scheduled Payment Errored Out
Regression Tests
Case 1
In customer portal - select open invoices and pay.
Should go through
Tests
Case 1
Schedule payment for invoice with discount, schedule at the date after the date when discount is expiring. At the date of processing scheduled payment amount will be recalculated and it will be greater that at the date of scheduling, but this now should not fail scheduled payment processing - it should be processed with calculated total at the date of payment
KOD-17999: Make Qty Changeable & Required Editable
Regression Tests
Case 1
Please test that qty changeable and required columns are present and we can see data there
Tests
Case 1
Please check that qty changeable and required columns have dropdown where user can set yes or no value
KOD-18012: ScriptTemplateUtils.getSetting
Regression Tests
Case 1
Check features that uses templates with getSetting method (check method working as before)
Case 2
Repeat the user story when the Quote Acceptance emails are sent out
And check the email
KOD-18023: Add the ability to create search rules with different Action - UX
Regression Tests
Case 1
Test adding/updating/deleting record on Search Rules page
