When using the Data grids in the Operations Portal, any field that allows filtering by a date now offers a date picker. This will allow you to easily select a date from a calendar, or date picker, instead of manually typing the date.
Check out the new feature by watching the video below:
https://youtu.be/xjqOnRYjFAs
“In” filter added to Search and Data grids
When filtering by specific columns on the Search and Data grids found in the Operations Portal, you can now filter by the “In” operation. This will allow you to search for specific data, terms, or results under a specific column or multiple columns.
See how you can use the new filter operation by watching the video:
https://youtu.be/uR-IyMVvUEA
Data tab added to the Cash Quotes screen
A data tab has been added to the Cash Quotes screen in the Operations Portal. The search grid is still available; however, the data grid has been added for convenience. With this tab, you can perform specific tasks like exporting data and deleting cash quotes.
Learn more about the data tab in this video:
https://youtu.be/U1s-RdUPUOs
Updates to product search capabilities on Orders, Cash Quotes, and Quotes screens
When searching for products to add to orders, cash quotes, and quotes, you can now switch between various types of product searches. For example, you can search across fields and between code, legacy, and/or vendor products.
Learn more about the new search capabilities by watching this video:
https://youtu.be/Y1tOqecDGxw
Mobile App
“Time Logs” tab added to Tickets in the Employee Mobile App
A new tab titled “Time Logs” has been added to the Tickets details screen in the Employee Mobile App. Users can now view the time logs for the ticket they are under, as well as add and track time.
Check out the images below, or download the app to see for yourself! If you haven’t downloaded the mobile app yet, head to the App Store or Google Play, search “Kodaris Employee Portal”, and download the app with the Kodaris logo. To log in, enter your company’s domain/URL, your username, and your password. Your credentials will be the same as what you use to log into the desktop version.
KOD-20600: Fix error when sending emails with kd.intl.getMessage
KOD-20751: Create limited permission to set billing company on a content ticket in kodaris
Tests
Case 1
Check new swagger endpoint: api/system/company/searchWithLimitedFields
KOD-21434: Add datepickers for date filters on Data screens
Regression Tests
Case 1
Open any screen that contains various column types (e.g., text, number, boolean).
Check each column type for functionality.
Ensure the user can filter the data on the screen as before.
Expected Result:
All columns should function as expected, and filtering should work without any issues after the recent code changes.
Tests
Case 1
Open the screen that contains a column with the "date" type.
Check all available date filters in the date picker.
Ensure that the column displays the correct data according to the selected filter.
Case 2
Open the screen that contains a column with the "date" type.
Try to manually enter a date in the input field and press Enter.
Check all available date filters to ensure the user can filter the column without using the date picker.
Expected Result:
The column should be correctly filtered based on the manually entered date, confirming that the filters work without the date picker.
Case 3
Open Pricing Screen.
Apply Date Filter via Date Picker (startDate and endDate columns).
Verify that the correct data is displayed based on the selected date.
Verify manual input in In the startDate and endDate columns.
Verify manual input in other date columns as well.
KOD-22028: Add data tab to cash quotes screen
Regression Tests
Case 1
In the operations portal check if cash quotes search screen is working correctly.
Tests
Case 1
In the operations portal go to cash quotes.
Check if search / data grid is working correctly.
Check if routing for cash quotes is working correctly.
KOD-22068: Operations Portal - "In" Operation on the Data grid
KOD-22206: Create content-only layout for host
KOD-22757: Port Content from Old Websites to Kodaris Websites
KOD-22782: Kodaris Platform Page Template Updates
KOD-22909: Additional search rules
KOD-22955: Implementation - Incorrect Balances
KOD-22964: Implementation- Inventory
Regression Tests
Case 1
Check that products list and product details page still looks good both for guest and logged in user.
Tests
Case 1
For guest you should not see any inventory or in stock/out of stock for products list and product details page.
Case 2
For logged in user you should see any inventory or in stock/out of stock for products list and product details page.
KOD-22967: Update endpoint: /api/system/product/portal/search to exclude vendor products at the platform level.
Regression Tests
Case 1
Make sure pages that are using add item are loaded with no issues. (For example Order Items Page).
Case 2
Make sure you’re able to use autocomplete (Add item) to search for different products using Search by Code/Name successfully.
Case 3
Make sure you’re able to add searched product in any quantity to your (Order) items.
Case 4
Check product autocomplete on Vendor Invoice Items, Vendor Quote Items, etc.
Make sure product autocomplete works with no issues.
Tests
Case 5
On the Order Items tab at the footer section Add Item make sure icon to toggle search by Name/Code is removed.
Make sure Search By dropdown appears with following options: All, Code, Legacy, Vendor Products.
Case 6
Make sure Code, Legacy options have the same functionality as they had previously with toggle search icon.
Code should be searching by code and excluding vendor products using this endpoint:
api/system/product/search
Legacy should search by Name and use endpoint:
api/system/product/portal/search
Case 7
Make sure All option is selected by default.
Make sure when “All” option is selected this endpoint for search is being used:
api/system/product/search
When you start typing characters 4 queryParameters should be added and sort should happen by the score.
Case 8
Select Vendor Products option. Make sure search is using this endpoint:
api/system/product/search
All returned suggested products should have isVendorProduct field set to true.
Case 9
Make sure Search by dropdown look was updated.
KOD-22992: Kodaris.com - Updates to Blog
Regression Tests
Case 1
Confirm that the insights page loads without any errors and displays a list of insights. Verify that clicking on any insight opens its detailed page, correctly navigating to the corresponding detailed information.
Confirm that the information displayed on the insight card on the insights page matches the details on the corresponding detailed insight page.
Case 2
Create a Gutenberg page and add some content. Fill in the Name, Title, and Subtitle fields, and make sure to select "Insights" in the Parent Category dropdown.
Click on Save.
Confirm that a new insight (the one we just created) appears on the Insights page, displaying the same Name, Title, and Subtitle as entered.
Confirm that the content we added to the insight page in the CMS will appear the same on the actual page.
Case 3
I confirm that the insight page opens without errors, and we can see the detailed information about the insight.
I confirm that when clicking on an insight, we are redirected to the insight's detailed page.
Tests
Case 1
Confirm that on the insights page, the most recent insight we created will be displayed at the top, and in the list. When clicking "Read More," it should redirect us to the detail page for that insight.
Also, make sure that the information displayed on the card on the insights page matches the information on the actual insight detail page.
Case 2
Confirm that when clicking the "Read More" button in the post list, the button disappears.
Also, ensure that additional posts, which were previously hidden, will appear after the button is clicked.
Case 3
Confirm that you can enter an email in the "Subscribe to updates" input on the "Insight" and "Insights" pages and receive the response "Thank You! You are subscribed" after clicking the button.
Case 4
Confirm that if the subtitle is not provided, the insight page will display "Written by Kodaris team." If a subtitle is provided, it will display "Written by {value of the subtitle input}."
Confirm that if the title is not provided, the insight page will display the category tag "Other." If a title is provided, the category tag will reflect the provided title.
Confirm that if a featured image is not added, a default image will be shown. If an image is selected, the selected image will be displayed on the site.
Case 5
Confirm that the Insights and Insight pages look the same on Firefox, Edge, Safari, and Chrome. Also, confirm that the mobile version looks identical as well.
KOD-23025: Add One Time ACH Payment Just like COD Link to kodarisdemo
KOD-23027: Adding Quote Request Option
Regression Tests
Case 1
Log in as a customer.
Add items to the cart.
Check if it is possible to select a "One-Time Only" shipping address.
Proceed to the next step and confirm if the "Request a Quote" option is available.
Verify in the operations portal → Quote Request, that the quote has been successfully requested.
Tests
Case 1
Log in as a customer.
Add items to the cart.
Check if it is possible to select a any shipping address.
Proceed to the next step and confirm if the "Request a Quote" option is available.
Verify in the operations portal → Quote Request, that the quote has been successfully requested.
KOD-23036: Payments
KOD-23053: Kodaris - CSD - Pricing records updates
KOD-23065: Implementation
KOD-23095: Employee App - Add time log tab to the ticket details screen
KOD-23097: Show addons on the vendor invoice and purchase order detail pages
KOD-23100: Header Design changes
Tests
Case 1
Verify that the text “Shop by Category” does not appear anywhere on the site.
Ensure that the menu contains the text “Shop by Application”.
Check that the spacing (padding/margins) for the header matches the spacing for the banner.
KOD-23104: Zoom Functionality on Product Information Page
Regression Tests
Case 1
Open the webpage on different screen types.
Verify that images are displayed correctly without distortion, cropping, or errors.
Tests
Case 1
Select any product displayed on the page.
Hover over the product image with the mouse pointer.
The image should zoom in within its boundaries.
Case 2
Select any product displayed on the page in mobile view.
Tap on the product image to activate zoom functionality.
The image should zoom in within its boundaries, maintaining clarity and responsiveness.
KOD-23130: Fix autocomplete dropdown width in the employee portal
Regression Tests
Case 1
Please check the autocomplete dropdowns in different places in the app to make sure nothing is broken.
Tests
Case 1
Go to the Company page (Catalog tab).
Add or use the current categories.
Add the Warehouse ID field to the table and click on it to make autocomplete dropdown appear.
Make sure that the content in this dropdown is available.
Add a few more fields to the table and test them in different scroll positions.
KOD-23134: Kodaris.com - Update typography styles
Regression Tests
Case 1
Confirm that the pages load without issues and their content is visible.
Confirm that the regular body text uses the Inter font.
Tests
Case 1
Confirm that the footer on all pages has the background color #10172A.
Case 2
Confirm that the headings on the pages of the site use the Exo font.
Case 3
Open the Gutenberg page and add a “custom text” section. Then change the tag type to h1, h2, h3, h4, and h5. Confirm that all of them, both on the page and in the preview, are using the Exo font.
KOD-23147: Implementation- Parser Updates
KOD-23148: Fix the date pattern on the companyProductCategoryProduct
Regression Tests
Case 1
For this regression test, we will go to Company Addresses - Select a company address - Catalog tab.
If there is no category created for the item you selected, you will need to create one first.
We will test the create and delete functionality of the grid by adding and removing a product.
Once added, we will use the grid to edit the information of the item added.
We will use the Show / Hide columns button to display the following columns that you were able to edit prior to this update:
Active,
Catalog Product Order,
Cost,
External ID,
Last Order Number,
Last Quantity Order,
Max Quantity Stocked,
Min Quantity Stocked,
Price,
Product markup,
Saved Quantity to Order,
Warehouse ID.
You are also able to edit the End Date and Start Date fields but we won’t do it on this regression test since they’re part of the new functionality added. We will test them later on.
All of the information should be edited successfully.
Case 2
We will repeat the steps of case 1 but on the following screen:
Company Categories - Select a company category - Items tab.
Case 3
We will repeat the steps of case 1 but on the following screen:
Companies - Select a company - Catalog tab.
Case 4
We will repeat the steps of case 1 but on the following screen:
Companies - Select a company - Customers tab - Select a customer - Catalog tab.
Case 5
We will repeat the steps of case 1 but on the following screen:
Company Groups - Select a company group - Catalog tab.
Tests
Case 1
To test the new functionality, we will go to Company Addresses - Select a company address - Catalog tab.
We will use the Show / Hide columns button to display Start Date and End Date columns.
We will double click on the field. A date picker should appear.
We can open the network tab to verify how the data is being sent.
We will select a date and click away. The date string should be sent like requested on the ticket description:
yyyy-MM-dd HH:mm:ss.SSS
That should be the case for both fields.
The format the date is displayed in the field should look like this: yyyy-mm-dd .
We will also test the Active and Warehouse ID fields.
The Active column should be a select with Yes and No options. The Warehouse ID column should be an autocomplete field with the warehouses information.
We will edit the values of those fields.
We can reload to make sure the data is being saved properly.
Case 2
We will repeat the steps of case 1 but on the following screen:
Company Categories - Select a company category - Items tab.
Case 3
We will repeat the steps of case 1 but on the following screen:
Companies - Select a company - Catalog tab.
Case 4
We will repeat the steps of case 1 but on the following screen:
Companies - Select a company - Customers tab - Select a customer - Catalog tab.
Case 5
We will repeat the steps of case 1 but on the following screen:
Company Groups - Select a company group - Catalog tab.
KOD-23157: Implementation - Mobile app
KOD-23160: AP - Add purchaseOrderNumber and externalPurchaseOrderNumber to sscOrderItem
Regression Tests
Case 1
Go to order item screen (Operations portal > Order > Items) and verify you can see everything without errors.
Also go into the orderItem details and check no error appears.
Tests
Case 1
Go to Order → Items and add a new Item (Or edit an existing one).
Then, edit the orderItem from development tab and confirm purchaseOrderNumber and externalPurchaseOrderNumber can be edited.
Also check you can see the new fields purchaseOrderNumber and externalPurchaseOrderNumber in the response api/system/order/{orderID}/orderItem/{orderItemID} when clicking on ‘items’ tab.
KOD-23172: Check on Parsing Quote PDF
KOD-23204: Parser
KOD-23212: Contact Form Submission Email Updates
KOD-23220: Invoices Failing
KOD-23228: ACH Return email error
KOD-23231: Add Contact Info to Invoice & Statement Emails
KOD-23232: Webform Fixes Three
Regression Tests
Case 1
Navigate to: /s/content/ccpa.
Complete all required fields in the form.
Click the “Submit” button.
Confirm that the form has been submitted.
Tests
Case 1
Navigate to /s/content/ccpa.
Check in the “Request to access personal information” and “Request to correct personal information” “Please confirm your identity” section.
Verify that the following texts are present:
If we require additional information to verify your identity, and you do not have a web-access account with us, we will contact you by email or phone to collect the necessary information.
If we are unable to verify your identity as part of your request, we may be prohibited from fulfilling your request.
KOD-23235: Add registration link to Sign In page
Regression Tests
Case 1
Make sure the sign in page loads/works as normal.
Tests
Case 1
Check that there is a new registration link on the login page, and it redirects to the correct page.
KOD-23236: Implementation - Only Sell by the Box
KOD-23240: Implementation - Update email for store website
KOD-23245: Implementation - Sync Unit Conversion
KOD-23247: Add the catalog screen to company addresses
Regression Tests
Case 1
Check if screens on companies → company → addresses → company are displaying correctly.
Tests
Case 1
Check if catalog screen on companies → company → addresses → company is loaded correctly.
Check if data is loaded correctly on that screen.
Check if you can provide data on that screen.
KOD-23248: Add category description to Manage Category modal
Regression Tests
Case 1
Check if category page is displayed/ working correctly.
Tests
Case 1
Log in as an employee to the operations portal.
Go to the website and display category page.
Manage Category → set description for category.
Check if data is displayed correctly by redirect/refresh page.
Check if data is displayed if you log out from the operations portal.
KOD-23251: Default category search rule
KOD-23253: Implementation - Checkout - Thank You
KOD-23254: Warehouse Select Issues & Updates
KOD-23264: Create a video on how to set the product order on products into the catalog
KOD-23265: Add fix to color palette on company ticket description
