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June 6, 2024 release notes

Highlights

Operations Portal

New features added when downloading order documents in bulk

When downloading and/or printing order documents in bulk or more than one order at a time, a pop-up box will now appear. The pop-up box will prompt you to choose a template, if you want to display order totals, and if you want to sort by “Line” or “Product Group”. The process for downloading multiple order documents now mirrors the process for downloading a single order document.

Watch the video below to see this feature in use.

https://youtu.be/ulllKZshWpo

Test button added to the InforCSD credentials screen

To easily test if your credentials are correct and if Kodaris is properly connected to InforCSD, we’ve added a “Test” button to the top of the InforCSD Setup page. If the credentials are valid, you will receive a message that lets you know you’re successfully connected. If your credentials are invalid, you’ll receive an error message.

Refer to the image below to see the newly added button and an example of a successful connection message.

1009_image.png

Tickets

  1. KOD-13339: Kodaris - Quiet Logging
  2. KOD-17268: Add possibility to select the unit when adding to cart
    • Regression Tests
    • Case 1
      • Verify that the grid and list views on category pages are displaying correctly and that their layout appears as expected.
    • Case 2
      • Verify that the product pages are displaying correctly and that their layout appears as expected.
    • Case 3
      • Check loading states for category grid, list views and product pages.
    • Case 4
      • As not logged-in customer and logged-in customer check product pages: with and without unitConversions. For each case, dropdowns shouldn’t be shown at all.
    • Case 5
      • As not logged-in customer and logged-in customer check product, category and cart pages. Check minimum, maximum and interval order quantity.
    • Case 6
      • Test different color pallets on multiple hosts.
      • Log into operations portal.
      • Pull up category page & product page.
      • Update the color palette.
      • Verify that the new color palette is applied
    • Tests
    • Case 1
      • In the Operations Portal Settings, set the value of the setting orderByProductUnitEnabled to 1 and Save.
      • As a logged-in customer: Check the product pages for products that have unit conversions. Add these products to the cart and check if price with the unitSell fields are shown.
  3. KOD-17847: Video on CMS Page Templates vs. Page Layouts
  4. KOD-18421: Scope Unsubscribe Option in the Customer Portal
  5. KOD-18894: Kodaris - Record categories filters translation video
  6. KOD-18917: Implementation - Order Templates
  7. KOD-19194: Load List Requested Enhancements
    • Regression Tests
    • Case 1
      • For loadingListPDF-TEST template please verify that all data in the generated PDF remains relevant, all fields are included.
    • Tests
    • Case 2
      • On a quote from the comments please generate internal PDF using this template: loadingListPDF-TEST.
      • Added Manufacturer lines in the items table. Added Ship To info block.
  8. KOD-19209: Update Parser
  9. KOD-19489: URL Rewrites - create a doc
  10. KOD-19504: Create video on how to translate filters
  11. KOD-19505: Implementation - Search tune
  12. KOD-19529: New URLs in the address bar/site map
  13. KOD-19532: Employee Automated Email templates - UX
  14. KOD-19607: Add new field in purchase order and vendor invoice
    • Regression Tests
    • Case 1
      • For regression testing, we should cover the functionality of adding new items to the VendorInvoice. Navigate to the 'Items' tab, and ensure that you can get and edit data without encountering any errors.
    • Tests
    • Case 1
      • Verify under ‘items’ tab in Purchase Order and Vendor Invoice screens that you get the new added field: "quantityReceived".
  15. KOD-19621: Add tracking code link to the order prints
  16. KOD-19775: vendor integration
    • Tests
    • Case 1
      • You need to check the new Lindstrom settings, which will be used to call the Lindstrom API and populate the Lindstrom request.
    • Case 2
      • Check new endpoints in swagger.
    • Case 3
      • Check new interceptors exists.
    • Case 4:
      • Verify the functionality of the new endpoints.
  17. KOD-19777: Home menu not responsive
  18. KOD-19862: Make the dynamic filter categories sortable
  19. KOD-19874: Create a youtube video on catalogs
  20. KOD-19919: Quick order page generating invalid product code needs better messaging to user
  21. KOD-19925: PIM Images not stacking
    • Regression Tests
    • Case 1
      • Go to any product detail page and make sure everything still works/looks the same.
    • Tests
    • Case 1
      • View any product that has a lot of product images → notice all product images and now below the primary image and wraps to a new row if applicable.
  22. KOD-19945: Implementation - Order/Invoice Documents
    • Regression Tests
    • Case 1
      • Verify that order prints are visible.
  23. KOD-19946: Implementation - Barcodes
  24. KOD-19947: Implementation- Install commerce
  25. KOD-19993: Convert shipto creation to webui / csd flow
    • Regression Tests
    • Case 1
      • Check swagger inforCSD endpoints:
        • /api/system/integration/infor/syncSku/{skuNumber}
        • /api/system/integration/infor/addProductPrice/{productPriceID}
        • /api/system/integration/infor/updateProductPrice/{productPriceID}
        • {/api/system/integration/infor/addProduct
        • /api/system/integration/infor/updateProduct
    • Tests
    • Case 1
      • Check new swagger inforCSD endpoints:
        • /api/system/integration/infor/addCompanyAddress
        • /api/system/integration/infor/updateCompanyAddress
        • /api/system/integration/infor/addCompany
        • /api/system/integration/infor/updateCompany
  26. KOD-20017: Taxable Customers Not Getting Taxed
  27. KOD-20028: Set up new URL
  28. KOD-20029: Add the fudge factor line item
    • Regression Tests
    • Case 1
      • Verify that the "Calculate" button in the details screen continues to function properly for all orders, including both regular orders and quotes.
    • Tests
    • Case 1
      • Preconditions:
        • Update the following settings to 'Trend': priceEngine, taxEngine, and erpLogicEngine.
        • Create a Cash Quote and add some items to it.
        • Calculate totals on the Details screen (click the 'Calculate' button).
        • Change the status to 'Quote Won'.
        • This action should update the order.user10 with the order.total.
      • Test steps:
        • Modify the order items so that the total of all order items is less than before. You can decrease the quantity, modify the sell price, or delete some items. However, the total should not be greater than the order.user10.
        • Run the calculateTotals again by clicking the 'Calculate' button.
        • Refresh the screen and go to the 'Items' tab.
      • Verify:
        • Order.total should be the same tan order.user10.
        • Add a new OrderItem with code 'Labor', and the value should be the difference between user10 and the total.
        • hen, make another change in the OrderItems (without modifying the Fudge factor line) and calculate the totals.
        • The FudgeFactor item should be updated to match order.user10 = order.total.
        • The goal is to ensure that the new order.total is less than order.user10, prompting the creation of a new item to force matching the total to user10.
    • Case 2
      • In this case we are going to cover the scenario when the user modifies the OrderItem but the new orderTotal is greater than user10.
      • Create a Cash Quote.
      • Add Items and calculate the totals.
      • Move the Cash Quote to ‘Won’.
      • Add a new OrderItem and make sure the total of all orderItems are greater than User10.
      • Calculate the totals again clicking the button ‘Calculate’ in Details screen.
      • Verify:
        • There should be a new OrderItem with code ‘Labor’ and total in negative.
        • The total should the difference between order.user10 and order.total
        • (So, if order.total is greater than order.user10, then the result of order.user10 - order.total should be negative).
        • Add/modify/delete as many items as needed to corroborate appropiate behavior as I showed in video.
  29. KOD-20037: Add test credentials button
    • Regression Tests
    • Case 1
      • The page is fully functional with all components working as expected, and there are no errors present in the console.
    • Tests
    • Case 1
      • On the InforCSD page, you'll find a new feature allowing you to test your credentials using the "test" button. Upon clicking, if the credentials are correct, the server responds with a status of 200, and a success pop-up window appears. However, if the credentials are incorrect, a 500 response is received, triggering a red error pop-up window.
  30. KOD-20047: Make App Available on Android
  31. KOD-20050: Implementation - Order templates
  32. KOD-20061: Direct Ship UX updates next steps
    • Regression Tests
    • Case 1
      • In the website, navigate to the product list and product pages. Verify that the pages are loading correctly and without encountering any issues.
    • Tests
    • Case 1
      • In the website, as a guest user with "no selected store":
      • Go to the product list page:
        • In stock filter should not be showing.
        • There should be no “call for availability" messages. These are replaced with "select store to view availability”. Check in both list and grid view, mobile view.
        • “Warehouse” filter should be renamed to “Store”.
      • Go to a product page
        • There should be no “call for availability" messages. These are replaced with "select store to view availability.
      • In both cases, clicking on the “select store to view availability” link will open the store selection panel, the exact same way as it does when clicking on “Select store to view pricing”.
    • Case 2
      • In the website, as a guest user with "a selected store":
        • Go to the product list page.
        • Store (renamed Warehouse) filter should not be showing but the products that are showing should be filtered by the store selected in the shop by store panel.
        • Make sure In stock filter is showing and working.
    • Case 3
      • In the website, as a logged in user:
        • “Warehouse” filter should be renamed to “Store”.
        • It should be possible to filter by all available filters.
  33. KOD-20063: URL Setup
  34. KOD-20071: Mass Download Files Prints PDFs that don't have Totals
    • Regression Tests
    • Case 1
      • The page remains intact, with all components functioning as expected. No third-party errors are detected in the console. The functionality to generate PDFs for both internal and customer orders persists without any issues.
    • Tests
    • Case 1
      • On the Orders page, select orders with the status Invoiced and Paid orders. Download them using the "download selection as internal/customer PDF files" option. After this, a dialog window opens where we can choose whether to print the totals or not. The information should be included in the PDF if we selected “yes“, and not included if we selected “no“. The same applies for Customer.
      • Testing with different templates and sorting methods.
  35. KOD-20114: Add UX for recently ordered and qty ordered data
    • Regression Tests
    • Case 1
      • Navigate to any product list page or any catalog page → nothing should have been changed (prices should still be present, as well as the add to cart, add to catalog, pack size, and inventory).
    • Case 2
      • While on the product list page, you should still be able to add an item to your cart and/or add to a catalog.
    • Case 3
      • Don’t log in → navigate to any product list page → notice page still renders and you see log in to see price as well as the add to cart and catalog buttons.
    • Tests
    • Case 1
      • Navigate to the recently ordered catalog → notice on all the items there is a recently ordered date and quantity under the add to catalog button (in grid view).
    • Case 2
      • Navigate to any category page → notice the items that are in the recently ordered catalog should have recently ordered date and quantity under the add to catalog button (in grid view) while the other items don’t have anything under.
    • Case 3
      • Follow case 1 or case 2 but change to list view → notice the recently ordered date and quantity is under add to cart for list view.
  36. KOD-20123: Multi-host category tree
  37. KOD-20141: Finish up catalogs feature
    • Regression Tests
    • Case 1
      • Verify if the setting customerProductListsEnabled is set to 0. If it is, ensure that the catalogs functionality operates correctly.
    • Tests
    • Case 1
      • If the setting customerProductListsEnabled is set to 0, we expect to see catalogs instead of lists. Conversely, if it is set to 1, the catalogs functionality should be hidden, and the list should be displayed instead.
  38. KOD-20146: In stock/out of stock filter
    • Regression Tests
    • Case 1
      • In website, go to search, category, company catalog pages. As a guest user, the In stock filter and Warehouse filter should not be visible.
    • Tests
    • Case 1
      • When setting pimWarehouseFiltersEnabled is enabled:
        • On the website, navigate to the category page.
        • Login as a customer user.
        • You should be able to see the In stock filter.
        • Click on the "Yes" option and the page should display only in-stock products.
      • If the setting pimWarehouseFiltersEnabled is disabled:
        • The In stock filter shouldn't be visible.
    • Case 2
      • When setting pimWarehouseFiltersEnabled is enabled:
        • On the website, navigate to the category page.
        • Login as a customer user.
        • You should be able to see the Warehouse filter.
        • Сhoose a warehouse from the filter list.
        • The page should display products only from this warehouse, resulting in a decrease in the number of products.
      • If the setting pimWarehouseFiltersEnabled is disabled:
        • The Warehouse filter shouldn't be visible.
  39. KOD-20170: Day by day functionality
    • Regression Tests
    • Case 1
      • Navigate to the locations page.
      • Confirm that the page is loaded properly.
      • Verify that warehouses are displayed as expected.
      • Open the developer tab and apply the mobile view tool.
      • Confirm that the warehouses information fits the screen size appropriately.
    • Tests
    • Case 1
      • Log in t
      • Log in to the operations portal.
      • Navigate to the locations page.
      • Select any location and change weekday hours and Saturday hours.
      • Navigate to the location page on the commerce site.
      • Confirm that the days from Monday to Friday are set to the value set on weekday hours in step 3.
      • Confirm that Sunday working hours are set to the value from step 3.
      • Remove values from the weekdayHours and SaturdayHours.
      • Confirm that all days, except Sunday, are not displayed.
    • Case 2
      • On the operations portal navigate to the locations screen.
      • Select any location and navigate to it’s details page.
      • Navigate to the Custom fields tab.
      • Add custom field mondayWorkingHours as a text value.
      • Confirm that the value of this property is displayed on the locations page.
      • Repeat these steps for other days of the week, except Saturday.
  40. KOD-20174: Order templates phase 2
  41. KOD-20183: Frequently ordered items slider on homepage
  42. KOD-20196: Update SEO filter for products
    • Regression Tests
    • Case 1
      • If the "useV2SEOFilterUrls" setting is disabled, it should maintain its previous functionality.
      • Navigate to the customer portal, select items, and attempt to use any filter.
    • Tests
    • Case 1
      • we want to enable nested URLs, so any pattern like /{seoProductMarker}/A/B/C/{myProduct} should be converted to /api/user/product/{myProduct}, and the product should be visible in the portal with the entire URL.
      • "seoProductMarker" is a setting that can be changed based on the site. In my uploaded videos, it's set to 'product', so whenever /product/ is used, it should be converted to /api/user/product, which is the actual available endpoint in Spring.
      • Updates: This functionality should also work if /product/ is used in the URL, even if your seoProductMarker is different.
      • After changing the seoProductMarker to another value, verify that accessing /product/A/B/C/{myProduct} correctly redirects to /api/user/product/{myProduct}.
  43. KOD-20197: Update SEO sitemap to reflect new changes to site urls
    • Regression Tests
    • Case 1
      • Generate a sitemap from Operations portal by navigating to SEO → Generate sitemap button.
      • Verify that the URLs generated for products are correct and do not contain any errors after generating the file.
      • If the setting useV2SEOFilterUrls is disabled, ensure that you receive responses without nested URLs. Only the root name and the categoryCode should be present at the end.
      • The root names by default are 'category' or 'content' or 's/content'.
      • Confirm that the old behavior is not affected by the logic regarding the use of seoContentMarker and seoCategoryMarker.
    • Tests
    • Case 1
      • Enable the useV2SEOFilterUrls setting.
      • Verify that changes for nested URLs are reflected in the sitemap file.
      • Go to Operations portal → SEO → Generate sitemap and use the links in the response to ensure that the new URLs have their parent codes for the category and content page.
      • Use seoContentMarker and seoCategoryMarker settings to observe different results. If there are no values on those settings, the default should be 'category' for categories and 'content' for content pages.
      • Confirm that the top parent category ('product-catalog') is not added in the URLs for the categories, so it should only appear once.
  44. KOD-20199: Timeout on login attempt to operations portal
    • Tests
    • Case 1
      • Log in as an employee with incorrect credentials.
      • Verify that you receive an error message and the request is not timed out.
      • Check the "System Event Information" to ensure that the failed employee login attempt is logged there.
    • Case 2
      • Log in as a customer with incorrect credentials.
      • Verify that you receive an error message and the request is not timed out.
      • Check the "System Event Information" to ensure that the failed customer login attempt is logged there.
  45. KOD-20200: "SALE TAG" - still showing online after the expired range
  46. KOD-20201: Check why 2ship shipping method is always 0
  47. KOD-20202: Set up Cash on Delivery payment
    • Regression Tests
    • Case 1
      • Ensure that the order email functionality remains intact and operational, without any issues or malfunctions.
    • Tests
    • Case 1
      • Go through the COD payment flow.
      • Access an order in the operations portal.
      • Click on the option to email the order.
      • Select 'Display payment link' as 'Yes'.
      • Open the payment link received in the email in an incognito window.
      • Proceed through the steps and complete the payment for the order.
      • Upon successful payment, the system should redirect you to a thank you page.
  48. KOD-20207: LinkedIn Video
  49. KOD-20216: Support SEO Markers and SEO URLs - next steps
  50. KOD-20284: Update breadcrumbs code for new v2 URL structure
  51. KOD-20286: Change order # in the subject line in email
    • Regression Tests
    • Case 1
      • Go to the operations portal.
      • Navigate to the orders screen.
      • Choose one order.
      • Click on the Request Payment button.
      • Verify that the email and subject look accurate and appropriate.
    • Tests
    • Case 1
      • Navigate to the orders screen within the Operations Portal, select a specific order, and click on the "Request Payment" button. If the "erp#" field is empty, ensure that the order # value is displayed in the subject line of the email.
    • Case 2
      • Access the orders screen in the Operations Portal, select a specific order, and click on the "Request Payment" button. If the "erp#" field is not empty, verify that the erp# value is included in the subject line of the email.
  52. KOD-20288: URL Rewrites - create a doc
  53. KOD-20289: Connect PowerBI to build dashboards
  54. KOD-20305: Issue when requesting an account
  55. KOD-20306: Parser
  56. KOD-20316: Importing an Excel list into the shopping cart
  57. KOD-20323: Implementation - Customer Portal
  58. KOD-20334: Default view for certain categories - fix an issue
    • Regression Tests
    • Case 1
      • Log in to the Operations Portal.
      • Navigate to the category page on the commerce site.
      • Confirm page is loaded properly and Manage Category button is displayed.
      • Click on the "Manage Category" button and confirm that the dialog opens.
      • Make changes to some values within the dialog.
      • Click on the "Save" button.
      • Confirm that the changes are successfully applied to the category.
    • Tests
    • Case 1
      • Log in to the Operations Portal.
      • Navigate to the category page on the commerce site.
      • Click on the Manage Category button.
      • In the dialog, change the default view layout value.
      • Open developer tools and go to the Network tab.
      • After clicking on Save button requests should be run sequentially: all setting request first and then patch request.
      • Confirm that after the page refreshes, the selected category default view layout is applied.
      • Repeat the process of changing the default category view layout.
      • Confirm that this value is always set correctly after each change.
  59. KOD-20343: Rename supplier to manufacturer
  60. KOD-20350: Implementation - Request Custom Item
    • Regression Tests
    • Case 1
      • Ensure that all three steps of the checkout process function properly without encountering any issues.
    • Tests
    • Case 1
      • Verify that the "request custom item" option is not visible in the cart when there are products, as well as when there are no products.
  61. KOD-20357: Update company address search endpoint