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January 9, 2025 release notes

Highlights

Operations Portal

“Required Attribute Assignment” screen added to Categories

A new screen titled “Required Attribute Assignment” has been added to Categories in the Operations Portal. The purpose of this screen is to display products within a category that are missing required attributes. For example, if a product belongs to a category titled “Windows”, and that category has “Length”, “Width”, and “Depth” set as the required attributes, any product that is missing one or more of the required attributes will appear on this screen. This will make it easier to identify products that do not meet the required attribute criteria.

Watch the video to learn more about this new screen:

https://youtu.be/BqFJtoR_92c

Cloning functionality added to Activities and Tickets

When you are viewing an existing Activity or Ticket in the Operations Portal, you can now create a copy of it so that the information is carried over into a new Activity or Ticket. If you enter similar Activity entries or Tickets often, you can use the cloning functionality to save time and manual effort from having to re-enter repeating information.

Watch the video below to learn how to clone an Activity and Ticket:

https://youtu.be/RxDNCLo5IWU

Add additional charges to quotes

In previous releases, we added the ability to add additional charges and/or discounts to orders as separate line items on the Orders and Cash Quotes screens in the Operations Portal. Now, this same functionality is also available for Quotes.

Similar to the Details screen of a Cash Quote, on the Details screen of a Quote, you’ll see a new section on the right-hand panel titled “Add’l Charges” where you will be able to select additional charges from a list of preloaded options. The price for an additional charge will be automatically populated once it’s selected, but you can also manually edit the price on this screen if needed.

Check out the new feature in the video below:

https://youtu.be/NTspe6vkEjw

New fields added to the Items tab under Orders

Two new fields titled “Purchase Order Number” and “External Purchase Order Number” have been added to the Items tab under an Order. These new fields are sortable and filterable, and you can update them directly in the spreadsheet available on the Items tab.

Watch the video below to see how you can add these new fields to your view:

https://youtu.be/v7zBv2hXSWI

Tickets

  1. KOD-19787: Kodaris - Terminal UX field updates
  2. KOD-20218: Mark Company Addresses Web Active & Inactive
    • Regression Tests
    • Case 1
      • Check that the Details tab on the Company Addresses page looks correct.
      • Check that there are no errors in the console.
    • Tests
    • Case 1
      • Check that the Extra1 field is editable on the Details and Development page.
      • Check that after selecting a value, it is correctly saved in the field.
  3. KOD-21517: Create a video about importing company group
  4. KOD-21797: Characters entered to search still remain after making a selection
    • Regression Tests
    • Case 1
      • Check that the functionality for searching, applying and deleting Roles on the page for adding a customer works correctly.
      • Check that the functionality for searching, applying and deleting Group Roles on the page for adding a customer works correctly.
      • Check that there are no errors in the console.
    • Tests
    • Case 1
      • Check that when searching and selecting a role, the words that were entered for the search are deleted.
  5. KOD-22266: Add SSO button to the login popup
    • Regression Tests
    • Case 1
      • The old login functionality should continue to work without any changes.
    • Tests
    • Case 1
      • The user can now log in using Google via the session expired popup. There is also an option to navigate to the forgot-password page through the "Forgot password?" link.
  6. KOD-22307: Update notification descriptions to nice versions
  7. KOD-22397: Embed emails on Сompanies > Company > Tickets > Ticket > Emails screen
    • Regression Tests
    • Case 1
      • Check that the data is displayed correctly on the Сompanies > Company > Tickets > Ticket > Emails screen.
      • Check that the added Emails for a specific ticket are added to Сompanies > Company > Tickets > Ticket > Emails screen and to the table of all Emails.
      • Check that breadcrumbs are working correctly.
    • Tests
    • Case 1
      • Check that when you go to the Email data page, you are not redirected to the Сompany > Tickets > Ticket Details screen.
      • Check that Email data is displayed correctly.
  8. KOD-22404: Set up Invoice Template
  9. KOD-22551: Implementation Mobile App
  10. KOD-22593: Company Address Budgets - Surface Total for Current Spend Amount
  11. KOD-22648: Add Add-ons Option to Quotes
    • Regression Tests
    • Case 1
      • Check if updating discount value on quote is working correctly.
      • Check if data is updated on discount screen after your changes.
    • Tests
    • Case 1
      • In the operations portal go to Quotes → open some quote.
      • Add some charges via dropdown.
      • Check if discount on discounts is updated after your changes.
  12. KOD-22696: Credit Approval Process
  13. KOD-22702: Direct Order AP Automation
  14. KOD-22710: Add gutenbergFileEdit employee role
    • Tests
    • Case 1
      • Check new role: gutenbergFileEdit for employee user.
  15. KOD-22792: Add tooltip for restricted products showing TBD pricing
    • Regression Tests
    • Case 1
      • As a guest user on:
      • category, search pages (grid/list) and product details pages:
      • Make sure all those pages are not broken.
      • Make sure instead of pricing there is shown “Login to see price“.
    • Case 2
      • In the operations portal open company details screen of the company on which you have customer account.
      • In the Restrict Catalog dropdown field select “Yes“.
      • Go to Catalog screen on your company. Add several items to the catalog.
      • Log in as a customer on the store front.
      • Make sure that Add to Cart functionality is shown only for items which were added to the catalog.
      • Make sure pages are not broken.
      • Make sure when you hover over TBD pricing you cannot see any tooltips.
    • Case 3
      • In the operations portal on Company Details screen In the Restrict Catalog dropdown field select “No“.
      • Log in as a customer on the store front.
      • Make sure that Add to Cart functionality is shown for all products.
      • Make sure pages are not broken.
      • Make sure when you hover over TBD pricing you cannot see any tooltips.
    • Tests
    • Case 1
      • In the operations portal on Company Details screen In the Restrict Catalog dropdown field select “Yes“.
      • Log in as a customer on the store front.
      • Make sure for products which are showing TBD pricing and are not on catalog (can Purchase should be equal to false) when you hover your cursor over “TBD“ - you can see tooltip with following wording:
      • Item not on your restricted order guide. Please reach out to Customer Care or your sales rep to get this item added.
  16. KOD-22889: Restrict API access to certain domains
  17. KOD-22987: Customer Feedback Survey - Web Experience
    • Regression Tests
    • Case 1
      • Please make sure that the checkout process is working as expected, as well as there are no additional errors.
    • Tests
    • Case 1
      • Add any Item to the cart.
      • Follow the checkout procedure.
      • Make sure that after the purchase you are on the spcu/checkout-thank-you page.
      • Make sure that a modal window with the feedback described in the task appears on this page.
    • Case 2
      • Fill in the fields and submit the form.
      • Make sure that the necessary request with the correct data has appeared in the Network
      • processForm?formName=postOrderSurvey
    • Case 3
      • Make sure that the modal window matches the design.
      • Check that all the elements and buttons are clickable and match the design.
    • Case 4
      • Make sure that the required ticket was created on the /operations portal after the form was submitted correctly.
  18. KOD-23000: Make COD payment flow with ACH compatible with nachaID setting
    • Regression Tests
    • Case 1
      • Test payments with ACH provider still work as expected for COD flow and regular payment from customer portal.
    • Tests
    • Case 1
      • Test if COD payment flow (ACH payment provider) is compatible with nachaID setting.
  19. KOD-23019: Implementation - Order/Invoice templates
  20. KOD-23092: Delete settingsEdit and settingsView permissions
    • Tests
    • Case 1
      • Check whether we don’t have roles: settingsEdit and settingsView in the employee roles screen list on employee side.
  21. KOD-23101: Implementation - Taxes issue
  22. KOD-23103: Resources Tab on PIP to be continuation of description.
    • Regression Tests
    • Case 1
      • Navigate to the customer Portal. Go to any product. Check if page displayed as expected.
    • Tests
    • Case 1
      • Navigate to the Customer portal. Go to any Product. Check if you can see in section “About this item“ block with product description and product resources.
  23. KOD-23110: Template for Resources Section
    • Regression Tests
    • Case 1
      • Confirm that all page templates function without errors.
      • Create a Gutenberg page and verify that all templates are working correctly.
    • Tests
    • Case 1
      • Confirm the following for the "Resources Section" template:
      • You can select the new "Resources Section" template for the created page.
      • You can add content to a page with this template, and it displays correctly on the site without any errors.
    • Case 2
      • Confirm parent-child page relationships.
      • If you create a new page and inherit it from a parent page, opening the parent page will display a link to the child page in the left navigation.
      • Select the "Resources Section" template for the child page and confirm that the content remains intact, and the nav drawer appearing on the left side.
      • Verify that when the child page is open, its link in the nav drawer is underlined.
    • Case 3
      • Add several subpages to the child page and confirm:
      • They appear in the nav drawer when you open the accordion of the child page.
      • You can open a subpage by simply clicking on its text in the nav drawer.
    • Case 4
      • Confirm that when you open a subpage of a Resources page:
      • The accordion for its section is always expanded by default.
    • Case 5
      • Confirm the following for the mobile version:
      • The "nav drawer" disappears by default but can be opened by clicking the "Menu" button and closed by clicking "Back".
      • The "nav drawer" functions identically on mobile and desktop versions.
  24. KOD-23144: Implementation - Warehouses
  25. KOD-23161: CMS - Parent Category Search not working
    • Regression Tests
    • Case 1
      • Confirm that the page-editor page loads and works without errors.
    • Case 2
      • Confirm that there is a dropdown for the parent category in the "Page" tab.
    • Case 3
      • Confirm the following:
      • Clicking on the input triggers a request for pages, and you see them as an array of options in the dropdown.
      • You can select an option by clicking on it.
      • You can filter the options array by entering data, and the list filters correctly.
    • Case 4
      • Confirm that if you reload the page, the selected option remains as the value of the input.
    • Tests
    • Case 1
      • Confirm that when typing quickly into the input field, a request is not sent for every letter but instead triggers with a 0.4-second delay.
  26. KOD-23179: Geocode Addresses on Leads
  27. KOD-23182: Performance issue on the Attributes screen
  28. KOD-23190: Issue with Last Purchased Date
  29. KOD-23214: Kodaris Docs - Additional style tweaks
    • Regression Tests
    • Case 1
      • Check that the sidebar toggles on both desktop and mobile still work fine and looks good.
    • Case 2
      • On desktop, try refreshing the page with the navbar closed and open, and make sure the browser keeps your preference.
    • Tests
    • Case 1
      • Check that breadcrumbs on the search screen look fine on mobile.
    • Case 2
      • On desktop, check that page content doesn’t slide open on initial page load.
    • Case 3
      • On mobile, check that opening the navbar no longer scrunches the page content.
  30. KOD-23218: Back order column issue
  31. KOD-23224: Update Customer files export endpoint
    • Regression Tests
    • Case 1
      • Check that the export functionality on the Customer Files page works correctly.
      • Check that there are no errors in the console.
    • Tests
    • Case 1
      • Check that when exporting, all rows from the table are unloaded.
  32. KOD-23233: Search Configuration Screen and Menu Updates
    • Regression Tests
    • Case 1
      • Check if routes inside Search Tab are working correctly.
      • Check if you can no longer enter indexing screen via URL search /operations/indexing.
    • Tests
    • Case 1
      • In the operations portal go to Search Configuration Tab.
      • Check if you can update inputs with negative values or text values if numbers are required.
      • Check if select fields is working correctly.
      • Check if Text Search select inputs are working correctly.
      • Check if your updates are reflected in global setting view.
  33. KOD-23244: Resolve CPU line item and DEL on order
  34. KOD-23256: Swap out Logo for Quote Headers
  35. KOD-23258: Add Campaign Item entity
  36. KOD-23260: Implementation - Setup Pricing
  37. KOD-23263: Add Tax information and Payment Terms to the Vendor Invoice Details Page
    • Regression Tests
    • Case 1
      • For this regression test, we will go to AP Vendor Invoices - Select a vendor invoice - Details screen.
      • If “canEdit” equals true on this vendor invoice, you should be able to edit every field on this screen.
      • You should also test Switch Vendor, Copy Vendor Invoice and Email Vendor Invoice buttons.
      • They should all work properly.
    • Case 2
      • For this regression test, we will go to AP Vendor Invoices - Data tab.
      • We will test the editing of the fields. You should be able to edit the fields by double clicking on the columns.
      • You should also test clearing the columns values by pressing the Delete and the Backspace keys.
      • This should work normally.
    • Tests
    • Case 1
      • For this test, we will go to AP Vendor Invoices - Select a vendor invoice.
      • We need to check if the item we selected has values in the taxesByJurisdiction attribute.
      • If it doesn’t, you should see a Tax value being displayed inside the “Totals” section in the sidebar.
      • If “canEdit” equals true on this vendor invoice, you should be able to edit the Tax value just like in Orders. We will add a value and then remove it, it should be updated successfully.
      • If “canEdit” equals false you won’t be able to edit the Tax value.
    • Case 2
      • For this test, we will go to AP Vendor Invoices - Select a vendor invoice.
      • We will select a vendor invoice item that doesn’t have a taxesByJurisdiction value. We will add one in this test.
      • To do this, we will go to Custom Fields. We will fill the fields. You can use this for the Value field:
      • [{"jurisdictionName":"HST","jurisdictionCode":"HST","tax":"66.31"},{"jurisdictionName":"PST","jurisdictionCode":"PST","tax":"66.31"}]
      • We will add that item to the Custom Fields grid.
      • We also have to make sure that the setting displayTaxesByJurisdiction is turned on.
      • After we followed those steps, we can reload the vendor invoice details screen.
      • If we check the Network tab, now you will see the values you added in the taxesByJurisdiction attribute.
      • Those values should also be displayed inside the Totals section now.
    • Case 3
      • For this test, we will go to AP Vendor Invoices - Select a vendor invoice.
      • On the sidebar, you should see a new section called Payment Terms.
      • We will use the autocomplete field to select one of the terms type options.
      • If we open the Network tab, we will see that selecting an option assigns that value to the termsType and termsTypeDescription properties.
      • That value is now displayed below the autocomplete field too.
      • Deleting that value removes it from the screen as well.
      • When you delete the terms type value, it should also set termsTypeDescription to null as well.
    • Case 4
      • For this test, we will go to AP Vendor Invoices - Data tab.
      • We will use the Show / Hide Columns button to display the Payment Terms and the Payment Terms Description columns.
      • Payment Terms is an autocomplete field. In every option, you should see the termsType codeval and the description.
      • We will use it to select one of the options.
      • This should update the item information, both the termsType and the termsDescription values of that item.
      • termsTypeDescription should be a readonly field.
      • Clearing the termsType field, or pressing the Delete or the Backspace keys should set the values for both fields to null as well.
    • Case 5
      • For this test, we will go to Orders - Select an order - Details tab.
      • The order you select should be editable for this test.
      • We will go to the Payment Terms section on the sidebar.
      • We will select an option from the autocomplete field. This should assign values to termsType and termsTypeDescription fields.
      • Clearing the field should set the values for both fields to null as well.
  38. KOD-23268: Implementation - Update the permissions
    • Regression Tests
    • Case 1
      • For this regression test, we will play a lot with the Roles.
      • We will create a test employee. First, we will give that employee only the following permissions: companyView.
      • Then, we will log in with that employee and try to access the Companies screen.
      • You should be able to access the grid and even the details screen, but you shouldn’t be able to edit any of the fields.
      • You should also be able to go to the Emails, Child Companies, Comments, Tickets and Activities tabs.
      • Some screens will allow you to go to the Details page with some alerts depending on the permissions the employee has. This is the current behavior before this update.
    • Case 2
      • After we followed the steps of case 1, we will add some other permissions to our employee.
      • Our employee should have the following permissions now:
      • companyView, companyEdit, companyAddressView, companyAddressEdit.
      • We will go again to the Companies screen. Select a company.
      • On the details page, you should be able to edit the fields.
      • You should have access to the same tabs as in case 1 but with one addition, the Addresses tab.
      • Now you should see the Addresses grid. You will select one address and go to the details page. You should be able to edit those fields as well.
      • You should be able to access the Comments, Customer Files, Internal Files, Assigned Customers and Assigned Employees tabs.
    • Tests
    • Case 1
      • For this test, you need to log in as an employee that has the following roles:
      • companyWishListView, crmCompanyAddressEdit, crmCompanyCustomerEdit, crmCompanyEdit, crmCompanyOrderEdit, crmCompanyWishListEdit, customerRoleView, productView, templateView.
      • We will navigate to Companies - Select a company - Addresses tab.
      • If you don’t see any companies, remember to assign some to your employee on Employee - Your Employee - Companies tab.
      • Now, you should be able to access the Company Address details tab by clicking on the right arrow on the grid.
      • Inside this screen, you should also be able to edit the fields.
      • Everything should work properly.
    • Case 2
      • Logged in with the same user as in Case 1, we will navigate to Companies - Select a company - Addresses tab - Select an address.
      • We will try to navigate to the Customer Files and Internal Files tabs.
      • You should get an error message saying that you need to contact support to access this page.
    • Case 3
      • Logged in with the same user as in Case 1, we will navigate to Companies - Select a company.
      • We will navigate to the Customers tab.
      • You should see the Customers there but you shouldn’t be able to access the Details screen.
      • When you try to do that, you should get an error message saying that you need to contact support to access this page.
  39. KOD-23287: Blog and Section listings convert to 3 column layout
  40. KOD-23302: Add purchaseOrderNumber and externalPurchaseOrderNumber to the Line Items screen
    • Regression Tests
    • Case 1
      • Make sure that Items tab under Order loads good. You can still add/hide each columns, sort and filter, update the values and can add/delete new items.
    • Tests
    • Case 1
      • Check that you can add/hide the new columns Purchase Order # and External Purchase Order #.
      • You should see them on the Orders screen->Order->Items tab.
    • Case 2
      • Make sure you can add and update the values in these fields and these fields are sortable and filterable.
  41. KOD-23311: Implementation - Color standards
  42. KOD-23314: Automatic refreshing Company Groups screen
    • Regression Tests
    • Case 1
      • Deleting any node (child or parent) should work correctly and without any errors in the console.
    • Tests
    • Case 1
      • On the company-groups page -> company group -> catalog tab, when creating the first category in the list, the user should immediately see it in the list after closing the popup window. Additionally, there should be no console errors when there are no categories.
  43. KOD-23325: Update Inventory Display
    • Regression Tests
    • Case 1
      • Product list page and product detail page should still load properly.
    • Tests
    • Case 1
      • View any product list page → on the tile when a product is in stock, you should see the main warehouse first along with the availability, then below you should see the rest of the warehouses in alphabetical order with their availability.
    • Case 2
      • Click into a product → you should see the same thing as listed in case 1 with the warehouses and availability.
    • Case 3
      • If your main warehouse is not one of the skus on the product, you should see the main warehouse listed and the quantity and then the other skus in alphabetical order with quantity (these products should not pop up in the lists. in order to find this case, click into a product, notice the locations, then select a warehouse that is not one of those locations. product should refresh)
  44. KOD-23345: AP Automation Global Config Screen
    • Regression Tests
    • Case 1
      • Open the Operations Portal.
      • Navigate to and verify the following menu categories:
      • Accounts Receivable
      • Accounts Payable
      • Check that all pages within these categories open without errors.
    • Tests
    • Case 1
      • Open the Operations Portal.
      • Navigate to the AP Automation Global Config Screen.
      • Verify the configuration setting “Enable AP Automation”:
      • Ensure the user can change the value of this setting using the dropdown menu.
      • Verify the configuration setting “Process Documents Without a PO”:
      • Ensure the user can change the value of this setting using the dropdown menu.
      • Change the values of the configuration settings and click the “Save” button.
      • Reload the page and confirm that the changes have been applied correctly.
  45. KOD-23347: Kodaris - Add toolbar in docs for page editing
  46. KOD-23348: Round Line Item Qty up when Unit Standard Applied
  47. KOD-23355: Create Accordion widget
    • Regression Tests
    • Case 1
      • Confirm that the custom paragraph section is functioning without any errors.
    • Tests
    • Case 1
      • Confirm that you can add an accordion section and that a block appears where you can input a title.
      • Verify that clicking on the accordion header reveals a content area where any elements can be added, and they display correctly.
      • Confirm that clicking on the accordion header causes the arrow icon to rotate.
      • Ensure that clicking on the accordion header makes the content appear and disappear with an animation effect.
    • Case 2
      • Confirm that we can change the section's color and background through its settings, and also ensure that the text color of the content can be set to stand out.
      • Verify that its padding and margins can be adjusted.
      • Confirm that we can customize the section's line-height and font-weight.
      • Ensure that a border can be added to specific sides.
      • Confirm that toggling the Should be Open by default option to true makes the accordion section appear open on the page by default.
    • Case 3
      • Confirm that the accordion on the website functions the same way as it does in Gutenberg.
    • Case 4
      • Confirm that we can change the color and font weight of the custom paragraph section through the settings.
    • Case 5
      • Confirm that if the accordion content exceeds 1000 pixels in height, a scroll bar appears.
    • Case 6
      • Also, confirm that we can change the value of max content height through settings to limit the maximum height of the content in order to add a scrollbar.
  48. KOD-23358: Order Automation Check Line Item Descriptions
  49. KOD-23362: Display the unit next to the price
    • Regression Tests
    • Case 1
      • Check Category and Product pages.
      • We need to make sure that price is still present and pages look good.
    • Tests
    • Case 1
      • Check that you can see unit sale per item next to the price through the slash. (Top price line).
      • It should be on the Product and Category page for the logged in user.
    • Case 2
      • Check that you can see slash between the pricing and unit sell (Bottom line price).
      • It should be on the Product and Category page for the logged in user.
    • Case 3
      • If you don’t see any unit sell check the response for the PricesByCodes endpoint. UnitSell field should return nothing in that case.
  50. KOD-23364: Change Order Shipped Subject to use ERP Order Number
  51. KOD-23365: Implementation - Header changes
    • Regression Tests
    • Case 1
      • Check that header looks good for guest user.
    • Case 2
      • Check that header looks good for logged in user.
    • Case 3
      • Check that you can still redirect between tabs in header without any errors (both for guest and logged in user).
    • Case 4
      • Check that catalog page still looks good and you can add/edit/delete catalogs.
    • Case 5
      • Check that product lists and product details page are still looks good (both for guest and logged in user).
    • Tests
    • Case 1
      • Check that you can see new bar in the header. And you can navigate between different tabs without any problems (both for guest and logged in user).
    • Case 2
      • Check that tab for catalogs was renamed to “My Lists” in header.
    • Case 3
      • As log in user navigate to “My Lists” screen.
      • Check that there is no mentions about catalog and everything renamed to lists or my lists.
      • Try to edit or delete catalog. Also there are no word “Catalog”, only “List”.
    • Case 4
      • Navigate to product list. You should see “Add to list” button instead of “Add to Catalog” button (for list and grid view).
      • Test that you can still can add products to catalogs from two different views.
    • Case 5
      • Navigate to product details page.
      • You should see “Add to list” button instead of “Add to Catalog” button.
      • Test that you can still add products to catalogs.
    • Case 6
      • Test that in header was added notifications tab. Check that you can redirect to notifications screen in customer portal if you are log in as a customer. If not, you will be redirected to login page.
  52. KOD-23369: Implementation - system
  53. KOD-23370: Add surcharge and convenience fee settings to customer portal config endpoint
    • Tests
    • Case 1
      • Confirm that endpoints api/account/customer/configuration and /api/user/customer/configuration are retrieving the settings.
      • Settings you need to see:
      • percentageCreditCardFee and dollarCreditCardFee
  54. KOD-23373: Timeline widget style updates
  55. KOD-23376: Add a "Clone" button to all activity and ticket screens in the operations portal
    • Regression Tests
    • Case 1
      • In the operations portal go to activities → activity detail. Make sure that everything is working fine and there are no errors.
    • Tests
    • Case 1
      • In the operations portal go to activities → activity detail. At the top there should be a new dropdown called “Actions“ with only clone option. Test if the clone functionality works. Also need to check for company → activities.
  56. KOD-23377: Implementation - Console bug
  57. KOD-23379: Adding logo to Partners Page and homepage
  58. KOD-23381: Shop By Store City Sort
    • Regression Tests
    • Case 1
      • Make sure warehouse selector button is clickable and when you click on it warehouse selector panel is opened.
    • Case 2
      • Click warehouse selector button. Make sure within that panel there are available warehouse options displayed with no issues.
      • Make sure you’re able to select warehouse and press save button. After that this warehouse should be selected and displayed at the top.
    • Tests
    • Case 1
      • Click on warehouse selector button. In the panel:
      • Make sure all warehouse options are sorted by city.
  59. KOD-23383: Create limited permission to set billing company on a ticket - UX
  60. KOD-23385: Webform issue with multiple conflicting required fields
  61. KOD-23386: Employee App - Fix issues for inventory and pricing screen
  62. KOD-23389: Deal with slashes in product codes when adding/deleting/updating products in catalogs Part 2
  63. KOD-23390: Differentiate Between Payment Records
  64. KOD-23392: Kodaris - Add drag and drop page tree
    • Tests
    • Case 1
      • There should be a new item added to the sidebar, ‘Edit Navbar’.
      • When clicked, you should be changed to edit mode → icon background is blue.
      • And if you refresh or navigate to a different page, you should still be in edit mode.
      • Then you can also click the icon again to get out of edit mode.
    • Case 2
      • Once in edit mode and only in edit mode, you should be able to do drag-n-drop the side menu items and re-arrange them.
      • Test out the following:
      • Change the sort order.
      • Create submenus (drag item over another and drop it).
      • Open a submenu by dragging an item over it and holding for a second.
      • Adding items to submenus.
      • Move items from submenus back to the highest level.
  65. KOD-23399: Still seeing vendor referenced in the URL structure
  66. KOD-23401: Surface the new transactionType label filed
    • Tests
    • Case 1
      • In the operations portal - check the following screens for a new column called “Transaction Type Label“:
        • Companies → company → Open Invoices.
        • Orders → filter by column “Payments Received“ = yes → order → Payments.
        • Accounts Receivable.
  67. KOD-23403: Add General Contractor Fields on the Quote endpoints
  68. KOD-23406: Update endpoint for the draft user
    • Regression Tests
    • Case 1
      • Confirm that the page-editor page loads and works without errors.
    • Case 2
      • Confirm that there is a dropdown for the Template in the "Page" tab.
    • Case 3
      • Confirm that when changing the template, the page reloads and the template updates to the one selected.
    • Tests
    • Case 1
      • Confirm that when changing the template, the endpoint /api/system/contentPage/ is called.
      • If we are on a draft page, the endpoint /api/system/contentPage/draft/ is called instead.
  69. KOD-23410: Add external id lookup and autogenerate the code for discounts
  70. KOD-23413: Employee App - Fix Text Issues on Pricing Screen
  71. KOD-23414: Search product by product setting
  72. KOD-23416: Implementation - Install applications
  73. KOD-23420: Move "Frauds" Tab Placement to Left
    • Regression Tests
    • Case 1
      • Open the Operations Portal.
      • Navigate to the Orders screen.
      • Test navigation between all tabs to ensure functionality remains consistent and works as expected.
    • Tests
    • Case 1
      • Verify the position of the Frauds tab in the Orders screen.
      • Open the Operations Portal.
      • Navigate to the Orders screen.
      • Verify the position of the Frauds tab and click on it to ensure it opens successfully.
  74. KOD-23421: Display More Information Around High Fraud Score
  75. KOD-23429: Add AssignSalesRepsToCompaniesJob-assignOutsideRepsInsideOrBoth setting by default
  76. KOD-23434: Employee App - Ticket description bug
  77. KOD-23436: Consumer Registration
  78. KOD-23439: Include Discount on Invoices Printed from Open Invoices Screen
    • Tests
    • Case 1
      • In the customer portal > Open Invoices > Preview, the printed version should be the correct template now (match the normal order print version) and also have the discount line.
  79. KOD-23441: Display the unit next to the price
    • Regression Tests
    • Case 1
      • Check Category and Product pages.
      • We need to make sure that price is still present and pages look good.
    • Tests
    • Case 1
      • Check that you can see unit sale per item next to the price through the slash. (Top price line).
      • It should be on the Product and Category page for the logged in user.
    • Case 2
      • Check that you can see slash between the pricing and unit sell (Bottom line price).
      • It should be on the Product and Category page for the logged in user.
    • Case 3
      • If you don’t see any unit sell check the response for the PricesByCodes endpoint. UnitSell field should return nothing in that case.
  80. KOD-23442: Parser not picking up line items
  81. KOD-23443: Remove null address from shop by store
    • Regression Tests
    • Case 1
      • Test that shop by store is displayed and is working as usual.
    • Tests
    • Case 1
      • Test that we do not have any null values in shops under shop by store.
  82. KOD-23446: Add Endpoint to the Server side API
  83. KOD-23448: Remove settings for the Activities screen
    • Tests
    • Case 1
      • Check whether settings: projectTicketValues, teamTicketValues, departmentTicketValues has already removed on setting list page.
    • Case 2
      • Check whether settings: projectTicketValues, teamTicketValues, departmentTicketValues don’t return on employee /config endpoint.
  84. KOD-23459: Remove setting dropdowns for Activities
    • Regression Tests
    • Case 1
      • Make sure that Activity Details screen is not broken.
    • Tests
    • Case 1
      • On Activity Detail screen make sure that following fields: Project, Team and Department are displayed as regular text input fields instead of dropdowns.
  85. KOD-23461: Rule API - make administratorID not required for rule creation