The Operations Portal has been updated with a ticket linking capability, allowing users to establish relationships between relevant tickets. This feature is accessed through a new "Linked Tickets" tab at the top of any ticket details page, where users can manage connections between related issues.
To link tickets, users can select "Link Ticket" from the Actions dropdown menu and search by either ticket code or title. The system provides suggestions as you type, making it easy to find the appropriate ticket. Once linked, tickets appear in a grid showing their code and title, with options to navigate directly to linked ticket details or remove links when no longer needed.
The ticket linking feature is now available to all Operations Portal users. A tutorial video demonstrating this functionality has been published for reference.
https://youtu.be/ykoEaEbAq6c
Search and Filter Vendor Invoices by Assignee
The Operations Portal now includes two new columns in the Vendor Invoices screen: Assignee IDs and Assignee Names. These additions allow users to quickly search and filter invoice records based on who they're assigned to, streamlining invoice management.
Users can enable these columns through the column visibility menu in the top-right corner of the grid. Once activated, filtering can be performed by clicking the arrow icon next to either column header and selecting from the available assignee names or IDs. Multiple selections are supported, with the grid updating immediately to display only the invoices matching the selected criteria.
This feature is now available to all Operations Portal users. For a visual walkthrough of how to use the new filtering capabilities, please refer to our demonstration video.
https://youtu.be/0iSTrgkHCdk
Set Unit Conversion When Replacing Nonstock Codes
Users can now specify unit conversions when training nonstock codes in the Operations Portal. This enhancement builds upon the existing ability to update nonstock codes with system product codes by adding unit conversion information in the same workflow.
To use this feature, click the three-dot menu on any line item and select "Change Product." In the dialog that appears, enter the required product code and optional unit conversion value. After submission, the system updates the nonstock code and creates a cross reference entry that includes your specified unit conversion in the "Unit Standard" field.
Available now in the Operations Portal. For a complete walkthrough of this functionality, see our demonstration video.
https://youtu.be/mblZvNz6wxQ
Tickets
KOD-22672: Updating the release linked tickets screen
Regression Tests
Case 1
Please check that the functionality of the tickets is working correctly, they are displayed. Switching between tabs works. There are no new errors in the console.
Tests
Case 1
Open Tickets page on the operations portal.
Go to separate ticket and select the Linked tickets tab.
Tap the actions button and click `Link Ticket`.
Make sure that a modal window appears with the ability to find the desired ticket by code or title.
Try linking a ticket.
Case 2
Make sure that the list of linked tickets displays correctly.
Try to Unlink ticket (Unlink -red button-) - it was changed to Close icon after review.
Make sure that ticket was unlinked.
Case 3
Make sure that the search and navigation to a separate page of the linked ticket are working correctly.
KOD-24740: Core credit DDA feature
Tests
Case 1
Login into the app.
Open trip.
Open any delivery.
Press {{+ Add Delivery Note}} under details.
Write a note.
Tap anywhere out of the note area to save it.
Make sure it is saved on the BE by going back to list of trips and returning to the note. Force push queues if they are not yet pushed.
Case 2
Test editing delivery note.
Complete case 1.
On saved note press edit.
Edit the note.
Tap anywhere out of the note area to save it.
Make sure it is saved on the BE by going back to the list of trips and returning to the note. Force push queues if they are not yet pushed.
Case 3
Test deleting delivery note.
Complete case 1.
On saved note press edit.
Remove the note by any of two ways:
Press delete sign on the right when editing with confirmed dialogue.
Leave the note field empty (no confirm dialogue).
Once deleted, you should see "+ Add Delivery Note" under details.
Make sure it is saved on the BE by going back to the list of trips and returning to the note. Force push queues if they are not yet pushed.
KOD-24914: email for login
KOD-24964: Search on Web
KOD-25006: Product resources file help
Regression Tests
Case 1
Confirm that products not included in this list will not have such a link in the Resource tab.
Tests
Case 1
Confirm that the products from the Excel file have a "Technical documentation" link in the Resource tab, and that the linked file matches the corresponding product in the Excel table.
KOD-25138: Tracking for Customers
KOD-25168: Enable Sitemap by Host
KOD-25253: Make slow Event endpoint faster - UX
Regression Tests
Case 1
Navigate to any other data grid with a list in the Operations Portal, and verify that by default the slice parameter is set to false when calling the endpoint for fetching the list.
Case 2
In this task I’ve updated the pagination component for table view. This pagination includes Prev/Next buttons and items counter. If there are several pages, then there will be text "of many".
Tests
Case 1
Navigate to the Events page on the operations portal, and verify that the request body includes the parameter slice: true. This applies to the Events list.
KOD-25351: Update survey to pop up only once for guest user
Regression Tests
Case 1
Check survey for customer if it pop up only once.
Tests
Case 1
Place an order as a guest user.
Check if survey pop up after placing first order.
Place a second order and check if the survey pop up again.
Case 2
Remove setting from customer custom field about survey.
Log in and place an order when information about the survey is in local storage.
Check if survey pop up for logged in customer only once.
KOD-25430: Error when Adding Payment Method on Child Account
KOD-25474: Impl - Order / Invoice Documents Created From Ticket 12259
Regression Tests
Case 1
Make sure you are able to generate order email, order PDF and check order HTML template in customer portal or on checkout with no issues.
Those templates in those places should be loaded with no issues.
Tests
Case 1
In the operations portal generate order Email. Make sure it looks good and generated with no issues.
Case 2
In the operations portal generate order PDF. Make sure it looks good and generated with no issues.
Case 3
In the Customer Portal Check any order details. Or you can place the order and check this template on order checkout.
Make sure it was generated with no issues.
Make sure it is responsive and looks good in different dimensions.
KOD-25513: Be Able to Add an Image to a Filter Category
KOD-25660: Add an index to the contract # field to improve search
KOD-25680: Add Unit Conversion to the Cross Reference when Training Codes (UX)
KOD-25686: Tendered Credits are doubling the totals on invoices Created From Ticket 23099
KOD-25749: Products not syncing from ERP
KOD-25752: Handling Fees Should not be Applied to Returns
KOD-25783: Re: Metrics reporting Created From Ticket 23532
KOD-25804: Order Invoice Templates
KOD-25837: Regional Inventory: Display on Site
KOD-25861: Customer Parser Set up Created From Ticket 22512 - 2nd update
KOD-25883: Search Issue
KOD-25920: Invoice Created From Ticket 24098
KOD-25939: Setup Product Configurator
KOD-25958: Spin up a system
KOD-26000: Product Configurator Beta
KOD-26004: Add warehouse dropdown to checkout
Regression Tests
Case 1
On the first checkout Tab:
Make sure it is loaded with no issues.
Make sure you are able to update order item quantity, check customer product codes (if available), delete order items from a cart.
Case 2
3rd checkout tab:
Make sure it is loaded with no issues.
Make sure you are able to check all order info related to the payment.
Make sure you can place an order.
Select shipping option section:
Make sure by default no shipping option is selected.
Make sure when you select any shipping option - this option is properly saved in the "shippingMethod" field on the order.
Case 3
Add to a cart item with customer product code.
Make sure it looks good on the cart items page.
Tests
Case 1
On the 1st checkout tab make sure below code (if there is no customer product code) or customer product code (if available) In Stock or Out of Stock line is displayed per each product.
Open Network Tab. Check api/user/product/pricesByCodes request response. If the product "inStock" field is set to true - In Stock should be shown. If "inStock" is set to false - Out of Stock should be shown on the order item display.
Case 2
On the 3rd checkout tab in the "Select shipping option section" select Customer Pickup.
Make sure below the available shipping options you can see.
Select a store dropdown with available warehouses. Select any warehouse from the dropdown. Make sure your selection result was saved properly.
Case 3
On the 3rd checkout tab in the "Select shipping option section" select Customer Pickup.
In the warehouse selector select any other warehouse from the dropdown.
After selection make sure you can see message at the top of the section:
Please note, some of your products may not be in stock at this store.
Here should be displayed as a link and be clickable (link should lead to the 1st checkout tab).
After the 1st checkout tab navigate back to the 3rd checkout tab.
Make sure by default no shipping option is selected and you don’t see warehouse selector or message.
Case 4
On the 3rd checkout tab in the "Select shipping option section" select Customer Pickup.
Make sure the warehouse selector described in Case 2 is shown.
Select another warehouse. Make sure the message is shown.
Select any option other than Customer Pickup. Make sure the message and warehouse selector are hidden when Customer Pickup is not selected.
KOD-26008: Make shipping taxable
KOD-26029: Select invoices that span across multiple pages in open invoice Screen in Operations Portal
KOD-26051: Request Quote Created From Ticket 24226
KOD-26069: Page Change Error
KOD-26070: Remember Me Automatically Checked
Regression Tests
Case 1
Check that the Welcome back! window looks correct.
Check that the Welcome back window functionality works correctly (authorization, registration, password recovery).
Tests
Case 1
Check that the remember me option is automatically checked.
Check that the user data is actually saved when logging into the account again.
KOD-26071: Ticket #164
Regression Tests
Case 1
Check that the home page still loads well.
Case 2
Check that the first slider on the home page still loads well.
Tests
Case 1
Check that the sliders are still look good on different sizes on mobile.
KOD-26083: Order Survey Issue
KOD-26090: Check Customer Part # mappings
KOD-26091: CMS Issues
KOD-26095: pimAttributeStatus field not populating on create but will on update
KOD-26101: Discount Pricing Showing Not Correctly
Regression Tests
Case 1
Make sure the order emails still load properly.
Tests
Case 1
For an order email that has not been synced back from the ERP and has item quantity > 0, make sure the items that have discounts show the correct number in the unit price as well as the total price
Can see that the order items price has not been updated yet and the email shows the correct total per item.
KOD-26111: Display whole Unit Price in the Cart
Regression Tests
Case 1
Make sure that cart page works as usual, without any errors.
Tests
Case 1
The same pricing logic that we use for a product detail page should now be implemented for cart items.
KOD-26136: T&C and Privacy Policy
KOD-26159: CSD Connection Testing
KOD-26161: Quote Parser Request Created From Ticket 23178
KOD-26164: Spin Up System
KOD-26165: Install Applications
KOD-26175: Company CRM Fields
KOD-26178: Install Applications
KOD-26180: Adding link within user account mgmt screen
KOD-26184: Orders Being Automatically Released
KOD-26189: At Thank You page do not show label that indicate Order or Invoice
KOD-26194: Tracking code Created From Ticket 25870
KOD-26196: Add Consumer as a default in companyCustomerTypes setting
KOD-26200: Kodaris - Make company development fields editable
Regression Tests
Case 1
On the operations portal navigate to the Companies screen.
Select any company and navigate to its detail page.
Open “Development” Tab.
Confirm page is loaded properly.
Confirm field could be modified.
Tests
Case 1
On the operations portal navigate to the Companies screen.
Select any company and navigate to its detail page.
Open “Development” Tab.
Look for the fields:
priceIDCode
discountIDCode
Confirm those fields could be edited with the number values.
KOD-26205: Customer Part numbers not on invoices Created From Ticket 25792
KOD-26211: Driver App SMS notifications
KOD-26214: Use List Price as fallback for logged in users
KOD-26218: Add employeeStatus and employeeStatusDetails fields to the operations portal on the Delivery screen
Regression Tests
Case 1
On the global Deliveries screen:
Make sure it was loaded with no issues.
Make sure you are able to:
Update delivery record, delete delivery record.
Create a new delivery record from the grid.
Click the details button and go to the delivery detail screen from the grid.
Case 2
On the delivery details screen:
Make sure the screen is loaded with no issues.
Make sure data is displayed with no issues.
Make sure you are able to update the delivery record.
Tests
Case 1
On the global Deliveries screen:
Make sure 2 new columns were added to the column list on the grid: Employee Status and Employee Status Details.
Add them to the grid.
Make sure both columns are not sortable.
Make sure that the Employee Status column is filterable.
Make sure the Employee Status Details column is not sortable.
Case 2
On the delivery details screen:
Make sure in the General Info section Employee Status and Employee Status Details text input fields were added.
Edit values in those columns. Make sure updated values for those 2 columns were saved with no issues.
KOD-26220: Add Commerce Homepage Widget Blocks to Homepage Created From Ticket 25991
KOD-26221: Populate assignment information when searching Vendor Invoices
Regression Tests
Case 1
Validate that the orderAssigneesUserNames and orderAssigneesUserIds are populated from order setting for those orders whose type is not vendor invoice.
Steps:
From Kodaris operations platform, go to an order (or a quote) and add a user in Assignees field.
Go to custom fields and there should see field salesReps (or quoteAssignee for quotes) with the user name and its id.
Go to tab development and fields orderAssigneesUserNames and orderAssigneesUserIds must be populated with the value in values set in the custom fields mentioned in the previous step.
Tests
Case 1
Validate that the orderAssigneesUserNames and orderAssigneesUserIds are populated from order setting for those orders whose type is vendor invoice.
From Kodaris operations platform, go to a vendor invoice and add a user in the Assignees field.
Go to custom fields and there should see neither salesReps nor quoteAssignee field.
Go to tab development and fields orderAssigneesUserNames and orderAssigneesUserIds must be populated with the assigned employee’s user name and id
KOD-26227: Westside Construct Parser
KOD-26260: Remove supplier # and supplier part #
KOD-26281: Add assigneeIds and Assignee Names to Vendor Invoice Search Grid
