Three importer options have been added to the Subscriptions screen in the Operations Portal: Create, Create only, and Update only. You can use these importers to mass subscribe customers and employees to notifications and update existing subscriptions.
Add and edit pages for a ticket
A pages tab has been added to the ticket detail screen where you can add and manage pages for a ticket. Kodaris is using this as part of our release process to track and publish release highlights and release notes.
Track customers by web warehouse
A new Web Warehouse column has been added to the Customers screen. It displays the web warehouse that the customer's company is assigned to and can be used to generate customer reports by warehouse.
Data view for External Orders
A new data view has been added to the External Orders screen. You can use this view to bulk edit and import external orders.
Commerce
Sort product attributes in alphabetical order
By default, product attributes are sorted by how many products are in each attribute from highest to lowest. A new option has been added to sort these attributes by name in alphabetical order.
Payment
Issue a credit to a company via ACH account
You can now issue a general credit to a company's ACH account. This is accessible on the Company Details screen by clicking on the “Issue a Credit” icon. Select Bank Account as the payment method, enter the account details and click Issue. Once initiated, a success message saying “The credit has been issued” is displayed. The credit can be found on the Accounts Receivable screen with a transaction type WebRefund and is associated with the company it was applied to.
Vault ACH payment method when issuing a charge
When issuing a charge to a company, you now have the option to save an ACH account as a payment method on the company's account. Once you've saved the payment method, you can select it the next time you issue a charge to the company. This feature offers a secure way to store the payment method so you don't have to request it multiple times from the customer. To comply with payment regulations, an agreement signed by the customer stating their account can be debited must be kept on file and can be attached to the company in the Operations Portal.
Tickets
KOD-13291: Subscriptions - UX to Add Import
KOD-13268: Setting the oeeh.pmfl field when creating orders with the API
Customer is testing.
KOD-13250: Needed Updates JiraServiceImpl.java File and Process
Need to test on swagger side, updated api endpoint /api/system/integration/jira/syncJiraToKodaris, added ability to send the array of project keys instead string, also need to update front-side
KOD-13236: Convictional - Update Order Status when Change in Convictional Status
- Make sure that Convictional errors can now be accessible in the Portal
- Make sure that vendor order data is saved as an Order Setting now and that it can by updated by using /syncOrderFromVendorToKodaris endpoint
KOD-13229: System Customer Files - Server-side Export
POST /api/system/customerFile/product/export to export product Customer Files, file should also be valid for import feature using POST /api/system/mapped/any/file/mapping-basicProductUploadUpdateOnly/direct/csv.
If UX part is ready then export file using server-side export in System > Customer Files section.
KOD-13223: Customer Portal Embed CSS Issue
KOD-13207: Employee Portal - Add Option to Issue a Credit for ACH
Case 1:
1. Open Issue credit dialog?
2. Make sure it contains two options - Credit card and Bank account.
Case 2:
1. Open Issue credit dialog.
2. Select Bank account as a payment method.
3. Provide all necessary data.
4. Make sure credit was issued.
Regression
1. Make sure that issue credit with credit card works as expected.
KOD-13199: Content Page Tree
Test that category cache eviction still works as intended.
KOD-13090: Handle Solr Indexing Latency on Open Invoices / Payments Screen
Try to use /api/account/payment/searchOpenInvoicesWithPeriods
And see if payment have actual DB data. (you can use Payment API to get and check single payment from DB)
KOD-13046: Taxes in System don't Match what's on Order when Pushed to Trend
On a system that is set up to use Avalara for taxes, create an order, add items to it, and click Calculate. Check that the tax is added to the order. Beyond this to really replicate the issue, it would take a lot more set up.
KOD-13037: Add Option to Vault Payment Method when Issuing a Charge
Case 1:
1. Go to some company and open Issue Charge dialog.
2. Make sure it contains amount field and payment method selector.
Case 2:
1. Go to some company and open Issue Charge dialog.
2. Select payment method from the list.
3. Issue a charge.
4. Make sure that:
4.1 The charge was issued.
4.2 Blue info message will appear in the bottom left corner, text: ‘The charge has been issued’
Case 3:
1. Go to some company and open Issue Charge dialog.
1. Go to some company and open Issue Charge dialog.
2. Select just added ach account
3. Issue charge
4. Make sure that:
4.1 Charge was not issued.
4.2 The error’ is shown, text: Three days should pass since accepting ACH terms.’
KOD-12967: Add Data Tab to External Orders Screen
There should be a Data screen on External orders, there should be a list of external orders only. User can go to detail page of each order.
Make sure only external orders show on both the search and data screens.
Make sure the same number of external orders show as there was before the deploy
KOD-12946: Change Basic Tax Rates Label in Operations Portal
There is a label "Tax Rates" in the navigation panel of the employee portal instead of "Basic Tax Rates"
KOD-12866: Add the rest of the vendor endpoints to the script service controller
Server Side API - No Tests
KOD-12844: Add delete by query to SearchToolsController endpoint
No tests needed
KOD-12843: Add inline product editor
KOD-12723: Updates to requested lien release function
Go to Customer Portal on a system where lien releases are enabled.
Ensure that the drop down for which lien releases to select are the same as before the update
Select some orders to request a lien release
Request a line release and ensure there are not any errors
POST /api/account/order/lienRelease to make lien release request for selected orders and verify that endpoint still working as expected when passing an invalid lien request type (return bad request error) and when passing valid values( now stored in global setting - lienRequestTypes).
KOD-12712: Some inconsistencies on Sorting Attributes by "Name as Number"
The fix to be tested on both cloud and non-cloud sites.
Case 1:
1 Go to the product list.
2 Find the category with measurement filters(e.g. Length).
3 Make sure that filter attributes are sorted from smallest one to largest one.
Regression:
Case 1:
1. Go to the product list.
2. find the category with non-measurement filters(e.g. Brands).
3. Make sure filter attributes are sorted alphabetically.
Test on cloud sites. Test both search and category pages.
KOD-11713: Customer Portal - Update Angular App to Only Affect Itself with its styles
Case 1:
1. Go to any site that has Customer portal embedded.
2. Make sure that site's styles are not affected with Customer portal styles.
Regression:
1. Make sure that Customer portal styles are not affected by site external styles.
Also test the customer portal on cloud sites to make sure it looks and works fine
KOD-13337: UX to Set Up Cloud Mode Templates for New Server
KOD-13347: Add CompanyDocument Table
KOD-13348: Add CompanyAddressDocument Table
KOD-13359: Add endpoints to create and list content pages attached to a ticket
These are new endpoints, need to add it on UI side, at the moment we can test by swagger
KOD-13364: Include Order Number in COD Payment Notifications
This is to be tested on both cloud and non-cloud sites.
Case 1:
1 Open order details.
1.1 Make sure it has ERP# and no Web#.
2 Request payment on an order.
3 Make COD payment.
4 Check the email and make sure that ERP# is displayed right after the Payment Details title, text is ‘ERP Order #:’.
Case 2:
1 Open order details.
1.1 Make sure it has Web# and no ERP#.
2 Request payment on an order.
3 Make COD payment.
4 Check the email and make sure that Web# is displayed right after the Payment Details title, text is ‘Web Order #:’
Case 3:
1. Open order details.
1.1 Make sure it has both Web# and ERP#.
2 Request payment on an order.
3 Make COD payment.
4 Check the email and make sure that ERP# is displayed right after the Payment Details title.
KOD-13367: M3/InforCSDE Insert Order API
Smoke test only
KOD-13368: UX to Tag Customer with Web Warehouse
There should be a new filed Web Warehouse on Customers=> Search tab. It should be sortable and filterable.
KOD-13369: Update message cache on adding a message
Test doing translations on a v2 website.
Make sure adding/updating/deleting messages works fine and appears correctly on the website in real time.
