“Access denied” error messages now explain required roles
When you receive an error message in the Operations Portal informing you that your access is denied, the error message will now indicate the roles that are required for access. This gives the account Superuser the insight they need to modify the proper account permissions for users when their access is denied.
Watch the video to see the feature in action:
https://youtu.be/HOz68obMhXc
“Host Code” field added to Accounts Receivable screen
In this release, we’ve added a new field titled “Host Code” to the Accounts Receivable screen. By including this field in your view, you can filter and sort the screen by payments from a particular site if you are using multi-site mode. This feature will allow you to easily view AR records for specific sites, enabling a faster, more straight-forward workflow.
Using this capability, you could even set up and save public filters specific to each site that include the new “Host Code” field so that your team can quickly gather the information they need per site, time and time again.
See how you can access this feature in the video below:
https://youtu.be/Va5mFHdrc7I
Ability to merge tickets
You can now merge or combine tickets when using the Tickets feature in the Operations Portal. For example, if you have duplicate tickets or if multiple tickets relate to a single ticket, you can merge them together so that there is only one ticket. This will help further organize your tickets and avoid duplication.
Watch the video below to learn how to merge tickets:
https://youtu.be/MhJ2aQhNaT0
Export and download emails
Using the Emails feature in the Operations Portal, you can now export and download emails the Kodaris system has sent out as a csv file. After you choose to export, the files will be downloaded to your computer.
Refer to the video below to learn how to export emails:
https://youtu.be/5tORU8xCtQM
Customer Portal
“Documents” feature added to “My Account” section
A “Documents” screen has been added to the Customer Portal under the “My Account” section. Once enabled, your customers can use this feature to securely upload, store, and access files. Uploaded files can be previewed and downloaded directly from the Portal.
Watch the video to see how your customers can access and view the new Documents section:
https://youtu.be/-Q98317TlgE
Mobile App
Profile information added to Settings screen in Customer Mobile App
First name, last name, and phone number fields have been added to the Settings page in the Customer Mobile App. Users can now access, edit, and save this information via the app at any time.
Check it out in the image below, and see the updates for yourself in your Customer Mobile App!
Tickets
KOD-9453: Customer App - Add profile info to settings screen, allow updating this info
KOD-18137: Turn the specific notifications setting
KOD-18589: Extracted reprice of each order item
Regression Tests
Case 1
Test endpoint "api/system/order/{orderID}/recalculate" works as before and recalculate order as expected.
KOD-18842: Update serverside Ticket api
KOD-19354: Parent Code & Parent Name Column Added to Grid
Regression Tests
Case 1
Go to the Operations Portal - CMS - Pages.
Can also use the endpoint /api/system/contentPage/list
Select the “Data” view (default is Search).
Make sure that the response have the appropriate fields added along with the added fields.
KOD-20702: Save EFT Bank Transaction Document to Customer Files
Regression Tests
Case 1
Confirm that the customer portal loads without errors.
Tests
Case 1
Confirm that there is a "Your Documents" page on the left-hand sidebar menu. Click on it and confirm that the "Your Documents" screen loads without errors and displays a table with your documents.
Case 2
Confirm that there is an "Attach File" button on the "Your Documents" page. Try adding a file through this button and confirm that the file appears in the table without errors.
Case 3
Confirm that there is an eye icon next to each row in the table on the "Your Documents" page. Clicking on this icon should show a preview of the file.
Case 4
Confirm that there is a download icon next to each row in the table on the "Your Documents" page. Clicking on this icon should download the file to your computer.
Case 5
Confirm that if the setting customerCustomerFilesEnabled == 0, then the "Your Documents" screen should be hidden, and if it is == 1, it should be visible.
KOD-20865: ORS Nasco Parts PIM
KOD-21237: Design - Content Search
KOD-21260: Merging the tickets together
KOD-21407: Pricing modifiers
KOD-21422: Fix on Demo Site to allow different languages
KOD-21578: Issues Copying Orders - Two Duplicate Companies Showing
KOD-21589: Sync Supplier Codes & Part #'s from CSD
KOD-21667: Parser Updates
KOD-21688: Provide Employee Group Template Docs & Help Set Up Initial Employee Groups
Regression Tests
Case 1
Make sure that Employee who does not have any crmCompanyView, crmCompanyEdit role (i.e. is superuser / administrator / companyEdit / companyView) can access Companies (any Company) and everything under Company details (according to it’s roles: edit or view only).
Case 2
Make sure that Employee who does not have any crmCompanyOrderView, crmCompanyOrderEdit role (i.e. is {{superuser}} / administrator / orderEdit / orderView) can access Orders (any Order) and everything under Order details (according to it’s roles: edit or view only).
Tests
Case 1
Employee who has crmCompanyView and/or crmCompanyEdit role(s) should be able to see (search on) Companies on which this Employee is assigned on, and Company details only if employee is assigned on this Company when Company API (/api/system/company/*) is used. This is not yet implemented on UX, UX currently uses special CRM API (/api/system/crm/*) when logged in Employee has crmCompanyView and/or crmCompanyEdit roles.
See the full list of CRM API to Company API endpoints mapping in the table below.
Note about CRM Employee-to-Company assignment logic: the special CRM API and the Company API access is restricted by the need of employee to be assigned in a Company.
Next rules are applied here:
If Employee has externalID on it - Companies are filtered by insideSalesRepCode == employee.externalID.
If no externalID on Employee - Companies are filtered by assignment via Employee > Companies (an old way assignment):
The other (new) way of Company-to-Employee assignment is assignment via Company details screen (it uses a different relation), see Assignees in the right bar:
Case 2
Employee who has crmCompanyOrderView and/or crmCompanyOrderEdit role(s) should be able to see (have access to) Order only if Employee is assigned on Order’s Company when Order API (/api/system/order/*) is used. This is not yet implemented on UX, UX currently uses special CRM API (/api/system/crm/*) when logged in Employee has crmCompanyOrderView and/or crmCompanyOrderEdit roles.
This employee should not be able access all orders in the system, only orders from a given assigned Company.
KOD-21690: AD Sync / Testing
KOD-21786: Requested Privacy Policy Updates
Tests
Case 1
Make sure that the privacy-policy page in the operations portal is inactive.
For this test we are going to the privacy policy page. We are going to test every link we can find in the screen for outside websites, phone numbers, emails and to the ccpa webform.
Also make sure the content matches exactly to the privacy policy docs in the ticket description.
KOD-21794: Issue w/ Warehouse Defaulting on Host
KOD-21798: High Speed Price List Exports
Tests
Case 1
Test new exporting endpoint : POST /api/system/product/exportPrices . Try to export product prices as csv and ndjson. Specify companyCode in SearchParams to calculate prices.
KOD-21814: Generate a new account in real time - Create a video
KOD-21815: Investigate Sku Number Issue
KOD-21883: Website
KOD-21887: Go Live List
KOD-21888: Add endpoint to add an addon/discount to an order
Tests
Case 1
Check new endpoint: /api/system/order/{orderID}/discount/{discountID}
Create some discount records to apply.
Then create some orders and apply discount to order via swagger endpoint:
/api/system/order/{orderID}/discount/{discountID}
Click the button: calculate order after applying order.
KOD-21909: Set Email Sending
KOD-21912: Issue w/ Surcharging
KOD-21914: Implementation - Create Apps
KOD-21950: Add multilingual elements to order summary panel
Regression Tests
Case 1
Confirm that the cart page loads without errors.
Case 2
Confirm that the translation mode on the cart page is working without errors.
Case 3
Confirm that the third step of the cart page loads without errors.
Case 4
Open the third step of the cart page.
Translate the text into a certain language → switch to another language → confirm that the text has been updated → switch back to the language in which the text was changed → confirm that the text is the same as after the translation.
Tests
Case 1
Copy the name of the text itself, check if this text is in the table (that I added above). If it is, copy the message code (that will be in another column). If not, then the text itself will be your code → open the "messages" window in the Operations Portal → create or update the field for our message with the code → reload the cart page and confirm that the text has been updated and changed to what we modified in Operations.
KOD-21960: DDA Updates
KOD-22010: Mobile App - Surcharge fee showing for non-surcharge state (ME)
Regression Tests
Case 1
Confirm you are able to make payment for invoices.
Tests
Case 1
Go to invoices, select available invoice. Select press “Pay invoices”.
Press on card selector.
You should see convenience fee for each payment method shown.
Additionally, it should be named in the same way, as on the website (like surcharge, etc.).
When you select card you should see the same text in card selector and under Make Payment button.
KOD-22050:updates
KOD-22056: Determine why Discounting Cross References are not in Kodaris
KOD-22069: Wrong convenience fee on invoice
KOD-22077: Make Gifs Play
Regression Tests
Case 1
Open any product in the operations portal -> go to the public files screen -> click on "additional image" and select a photo -> confirm that this photo appeared in the list and on the product page.
Tests
Case 1
Open any product in the operations portal -> go to the public files screen -> click on "additional image" and select a GIF -> confirm that this GIF appeared in the list and on the product page.
KOD-22081: Spin up System
KOD-22080: Spin up System
KOD-22082: Spin up System
KOD-22083: Spin up System
KOD-22084: Spin up System
KOD-22110: Check Unit Calculation on Price Debug Screen
KOD-22123: Implementation - ERP sync
KOD-22128: Translations for the Customer Portal
KOD-22133: Implementation - Add warehouses
KOD-22135: Add document uploaded status button to the vendor invoice search screen
Regression Tests
Case 1
On the operations portal navigate to AR / AP → AP Vendor Invoices page.
Search an Data pages should be loaded with no issues.
All existent functionality should persist and be loaded with no issues.
Tests
Case 1
On the operations portal navigate to AR / AP → AP Vendor Invoices page.
Click on the Document upload icon in grey or red color.
Make sure that the uploadDocument request worked and was successful.
Case 2
On the operations portal navigate to AR / AP → AP Vendor Invoices page.
Make sure that the uploadDocument icon in green color is not clickable.
Case 3
1On the operations portal navigate to AR / AP → AP Vendor Invoices page → Data tab.
Select several cells.
Make sure that the 'Upload documents' button appears.
Click on the button. Make sure that the documents have been sent and a successful completion tooltip has appeared.
KOD-22138: Multilingual issues fix
KOD-22146: Change registration flow
Tests
Case 1
Test that customer can register account on host1 and login to host2 if setting customerRegistrationHostRestricted is OFF.
Case 2
Test customer can register account on host1 and can not login on host2 if setting customerRegistrationHostRestricted is ON.
KOD-22164: SendAlert function investigations
KOD-22170: Add catalogs feature
Regression Tests
Case 1
Please test that product list/grid/table pages work as usual.
Case 2
Please test that product detail page works as usual.
Case 3
Please test that cart page works as usual.
Tests
Case 1
Guest user: Can see ‘catalogs’ at the top right corner of header and after clicking on it should be redirected to sign in page.
Case 2
Logged in user: can see catalogs link on top right corned of header and after clicking will see catalogs page.
Case 4
On catalogs page should be customer and company catalogs and you should be able to ADD new one, VIEW, DELETE, EDIT.
Case 5
Some of catalogs already have product inside, please note that you can delete them BUT you CANNOT add products from commerce, this is disabled for now.
KOD-22171: Shop by Store tweak
Tests
Case 1
For this test, we will block the location and clear the cookies.
The first warehouse in the list will now be automatically selected, without the user needing to refresh to see the changes.
KOD-22179: Kodaris and Datamatx Invoices not including product notes
KOD-22183: Create serverside export for Emails
KOD-22188: Fix parsers
KOD-22189: Update Code Generation in System
KOD-22193: Show when Quote Line Items are Hand-Priced
Tests
Case 1
In the Operations portal → Quotes → Quote → Items.
Check if you can display Hand Price on grid-
Check if you can enable/disable this column.
KOD-22198: Start Vendor Invoice from Internal File - Platform
KOD-22204: Add ability to facet on the workStatus field on Tickets grid screen
Tests
Case 1
For this test we should go to Tickets > Search tab.
We will display the Work status column. It should be facetable now.
We will use it to filter different tickets with the options provided.
KOD-22208: Start Vendor Invoice from Internal File - UX
Regression Tests
Case 1
AP Invoice Emails => Internal Files screen works as expected.
Case 2
Every Internal Files screen work as expected
(e.g. cash-quote, category, purchase order..)
Case 3
Every Emails screen work as expected (order, ticket, global..)
Tests
Case 1
AP Invoice Emails => Internal Files screen.
There is a Start invoice button in every row.
Invoice was already started - green color, leads to Vendor Invoice details.
Invoice was not started - grey color, starts the invoice, button changes to green.
KOD-22209: Parse invoice dates
KOD-22215: Create serverside export for Emails - UX
Tests
Case 1
For this test, we need to go to the Emails screen.
We will click on File > Export.
If you check the Network tab, you will see that the correct endpoint is being called /api/system/email/export.
All of the emails should be downloaded and the columns in the CSV file should match what you had in the grid.
KOD-22216: Add ability to facet on hostCode field in Accounts Receivable grid screen
Tests
Case 1
In the operations portal → Accounts Receivable → search screen.
Display Host Code column in the grid.
Check if it’s facetable.
KOD-22236: Issue When Merging Emails
KOD-22238: Terms of Use page updates
KOD-22239: Top Products Section
Regression Tests
Case 1
Confirm that the welcome page loads without errors.
Case 2
Confirm that the category slider works without errors.
Tests
Case 1
Confirm that if there is only 1 slide in the slider, the arrows will not appear, and if there are more slides, they will be visible on the screen and will switch the slides.
Case 2
Confirm that if we see the slider on the screen without arrows, then the number of elements in the slider will match the number in the DOM tree (see the video for how to test this).
Case 3
Make sure that if there are only 4 elements in the slider and the arrows are not present, then on mobile they will appear, but the number of elements will not change.
KOD-22240: Pull List of products without images
KOD-22243: Company Addresses - Fix sorting problem
KOD-22245: Update IDM Call
KOD-22247: Fix host page translations
Tests
Note : be sure your content pages are active and your host-specific page is assigned to proper host (e.g. page with code US1_video-resources has hostCode US1).
Case 1
Test content page is translated according to user’s host in multiTenantMode.
KOD-22251: Cannot add recently ordered item to cart
Regression Tests
Case 1
For this test, we will log in and then open a few product pages.
Then we will go to the product list page and check that Recently Viewed Products section is being displayed correctly.
We will also check it on a product page.
We should check it’s being displayed correctly in both Desktop and Mobile.
Tests
Case 1
For this test, we will log in.
We need to view several products for the Recently Viewed section to appear.
After viewing multiple products, we will navigate to a product page.
Previously, attempting to add an item to the cart that wasn’t the first or last item in the swiper would cause the slide to move to position 1. The quantity field and buttons would exhibit the same behavior.
That’s no longer the case. Now, you should be able to add any product in any position within the slider to the cart and successfully change the quantity.
KOD-22252: Update quote format
KOD-22257: Implementation - Spin up system
KOD-22261: Add 'Add to Catalog' Dropdown Option
Regression Tests
Case 1
Please test that product, product list, product grid pages and cart page works as usual.
Tests
Case 1
Please test that we can add item to catalog from product, product list, product grid pages.
Case 2
Please test that we can add item to catalog from cart page.
KOD-22265: Return required roles in access denied error message
