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February 1, 2024 release notes

Highlights

Customer Mobile App

Attach files to orders

Built in to the Kodaris platform is a native mobile app which your customers can use to browse your website, view order history, make payments, etc. In this latest release, we've added the ability for your customers to attach images and files to orders via the mobile app. Your internal team can also view these files from the operations portal.

888_release_highlight_mobile_order_file.jpg

Schedule payments

Previously, we released scheduled payments where your customers can choose to schedule a payment for open invoices at a later date instead of paying instantly. This functionality is now available in your native customer mobile app as well. If you enable scheduled payments for your customers, they can schedule from either the customer portal on the web or from their mobile app on the go.

Please reach out to your account manager if you are interested in enabling scheduled payments for your customers!

888_release_highlight_mobile_scheduled_payments.jpg

Tickets

  1. KOD-15244: Display Message to Customers on Hold when Placing an Order
    • Regression Tests
    • Case 1
      • Test order thank you page where either {{orderBalance, futureBalance}} or {{creditLimit}} is null/empty. The hold text should not show and the page should have no issues
      • Test the order layout page in the customer portal where. The hold text should not show AT ALL even when {{orderBalance + futureBalance > creditLimit}}, and the page should have no issues
    • Case 2
      • Test order confirmation email where either {{orderBalance, futureBalance}} or {{creditLimit}} is null/empty. The hold text should not show and the email should have no issues
    • Tests
    • Case 1
      • Test order thank you page where {{orderBalance + futureBalance > creditLimit}}. The hold text should show and the page should have no issues
    • Case 2
      • Test order confirmation email where {{orderBalance + futureBalance > creditLimit}} and the order status is “Received”.
      • The hold text should show and the email should have no issues
    • Case 3
      • Test order confirmation email where {{orderBalance + futureBalance > creditLimit}} and the order status is *not* “Received”.
      • The hold text should not show and the email should have no issues
    • Case 4
      • Test order thank you page where {{orderBalance + futureBalance < creditLimit}}. The hold text should not show and the page should have no issues
    • Case 4
      • Test order confirmation email where {{orderBalance + futureBalance < creditLimit}}. The hold text should not show and the email should have no issues
  2. KOD-17904: Cleanup Top Categories Widget
    • Regression Tests
    • Case 1
      • Check that the homepage & top categories widget still displays correctly.
    • Case 2
      • In the CMS editor, check that you can still add/update/delete top categories and everything works fine.
    • Case 3
      • Update the slider title and make sure that works fine. If the title is blank, the slider title on the page should default to “Top Categories”
  3. KOD-17918: Customer App - Schedule Payments
    • Regression Tests
    • Case 1
      • Login to app
      • Go to “Payments”
      • Select 1-2 payments (this should not be scheduled payments)
      • Press “CALCULATE TOTALS“
      • All data should load correctly
      • Select cart
      • Enter CVV
      • *Do not* select date
      • Press “MAKE PAYMENT”
      • Payment should work as intended
        • *_*note:_* _if you select todays date, it should work without changes. It is just regular payment_
    • Case 2
      • Login to app
      • Go to “Payments”
      • Test searching for invoices by search query
      • Test selecting different “SORT BY” options in “REFINE RESULTS” and pressing apply – it should work as expected
      • Test specifying different “FILTERS” in “REFINE RESULTS” – it should work as expected
    • Case 3
      • Select some periods
      • Invoices for periods should be selected correctly.
      • In case, if there are no invoices to select, you should see massage about it
    • Tests
    • Pre-requirements:
      • Login to app
      • Go to “Payments”
      • Working payment methods on web
      • Working periods on web
    • Case 1
      • Select 1-2 invoices (not scheduled)
      • Press “CALCULATE TOTAL”
      • Select your card if it was not selected earlier
      • Enter CVV
      • Press on date-picker
      • Test *case 2*
      • If you can’t see “SCHEDULE PAYMENT” button – return to *case 2*
      • Press on “SCHEDULE PAYMENT”
      • You should see message “{{Processing Schedule Payment...}}“
      • You should see screen with “Thank You!”
    • Case 2
      • Confirm that you can’t select previous dates
      • Select future date and press “Save”
      • Confirm that you are seeing correct date selected near with date-picker
      • Confirm that button changed to “SCHEDULE PAYMENT”
      • Return to date-picker and select today’s date
      • Press “Save”
      • Confirm that date changed to the default value “At this moment”
      • Return to date-picker, select date in future (not today)
      • Continue with testing case 1, step 7
    • Case 3
      • Select 1-2 invoices (not scheduled)
      • Press “CALCULATE TOTAL”
      • You should see “convenience fee” under button
      • It should the same as on web
    • Case 4
      • Select 1-2 invoices (not scheduled)
      • Press “CALCULATE TOTAL”
      • You should see updated view of “totals”
      • It should include “Total Amount” line with amount of invoice
    • Case 5
      • Complete *case 1* until screen with “Thank You!” (step 10 in case 1)
      • Press “Return to Invoices”
      • You should not be able to select invoice you scheduled before
      • Your selected invoices should be unselected after payment
      • Wait some time (might be 10s, might be 1 min) for scheduled invoice to be created on BE or repeat step 5 multiple times
      • Update the list of invoices by swiping down full page
      • Eventually, you should see “Scheduled Payment”
    • Case 6
      • Complete case 5 until you see scheduled payment
      • Select this scheduled payment (you may select multiple at the same time if they are exist)
      • Press on “CANCEL SCHEDULED” button
      • You should see message about cancelling
      • After successful cancellation, view should be updated and canceled schedule payment should be deleted
      • Invoice, that was unselectable in case 5 step 3 should be selectable again
    • Case 7
      • Select both scheduled Payment and regular invoice
      • They are should be treated separately
      • You should see 2 buttons with 2 labels and separate counter of chosen invoices / scheduled payments
      • After pressing “Calculate total”, the “total” should include invoices only
    • Case 8
      • You should see updated mini-icons for each invoice type
  4. KOD-17937: Customer App - Cannot remove filter and cart issues
    • Tests
    • Case 1
      • Log in to the customer app
      • Search for an item and add to cart. The badge on the cart is updated to the number of items added
      • Logout and skip sign in
      • Cart must be empty and the cart badge disappears
  5. KOD-18264: Customer app - improvements to faceting/filtering experience
    • Tests
    • Pre-requirements:
      • You should test filters under both main and category search
      • Login or skip login to any app with filters
      • Press on any category or make a search in search bar on the top of the main screen
      • You should see result screen with products
    • Case 1
      • Open filters
      • You should see a number of options under each possible variant
      • When you have selected filters it should highlight this number and show how many filters you’ve selected out of all filters
    • Case 2
      • Open filters
      • Select any facet (tick checkbox)
      • Search should start for this filters
      • While searching, user should not be able to tick other checkboxes
      • After the search, list of filters should be updated with new filters, which are suitable for picked filter
      • After the search, this filter should be shown at the bottom as well
    • Case 3
      • Complete case 2 before this case
      • Deselect each filter one by one
      • Search should start on deselection of the filters
      • While searching, user should not be able to deselect other filters
      • After the search, list of filters should be updated with new filters, which are suitable for currently picked filters
      • After the search, this filter should be deselected in both list and at the bottom chip section
    • Case 4
      • Select some filters
      • Press show results
      • Results should be shown for selected filters
    • Case 5
      • Complete case 4 before this case
      • You should see selected chips at the search screen
      • When you deselect them, results should be updated
      • If you return to filters after deselection, you should see correct amount of filters selected that left after deletion
    • Case 6
      • Complete case 4 before this case
      • Scroll down to the end of search results. If you don’t see “View More” button, select other category with bigger amount of results
      • Press “View More” button. Next elements should be loaded successfully
    • Case 7
      • Chips on search result screen should be scrollable
    • Case 8
      • Enter some text into search-bar
      • Go to filters
      • You should see updated filters for this search
    • Case 9
      • Complete case 8 and continue with this case
      • Select filter, remember number of results expected in ()
      • Press “Show results”
      • You should see same number of results, as was previously in ()
    • Case 10
      • Select filter
      • Press “Show results”
      • Enter text to find different products. Filters should not be cleared if no results are found
      • You should not be able to access filters at this point
      • Clear existing filters and confirm results are shown correctly after filter is removed
    • Case 11
      • Go to filters
      • Search for “Width”
      • Select any Width with a symbol “ in the name
      • Results should be loaded
    • Case 12
      • Open category search
      • Go to filters
      • Select any filter
      • Search some text inside of this filter
      • Result should be found
      • Check if filters got updated to results that was shown
      • Clear search request (press X on the right from a search bar)
      • Your search inside of the filtering should be negated and only filters should be present
      • Check if filters got updated to the initial state (without search request)
    • Case 13
      • Press on the search on the top of the main screen
      • Perform search request to see “add to cart” buttons etc. for each product
      • You should not see “X” button on the right of the search bar
    • Case 14
      • Color of checkboxes in filtering should be the same as color of the app
  6. KOD-18375: Customer app - new feature to attach a file to an order
    • Regression Tests
      • Should be no regressions
    • Tests
      • note: should be tested on IOS and Android
      • Test uploading from gallery
    • Case 1
      • Login into the app
      • Go to My Orders
      • Select one order
      • Press {{three dots}} on the top right
      • Press {{upload picture from gallery}}
      • Select picture
      • It should be uploaded successfully (if failed, then try again)
      • You should see message on the bottom about success in upload
      • Go to files, your photo should appear in files
    • Case 2
      • Login into the app
      • Go to My Orders
      • Select one order
      • Press {{three dots}} on the top right
      • Press {{take and upload picture}}
      • Take Picture
      • Press confirm
      • It should be uploaded successfully (if failed, then try again)
      • You should see message on the bottom about success in upload
      • Go to files, your photo should appear in files
    • Case 3
      • Login into the app
      • Go to My Orders
      • Go to Files
      • Add a lot of files (so they don’t fit on screen)
      • Files should be scrollable
    • Case 4
      • Try to upload HEIC photo from gallery
        • (optional) if your camera is using HEIC format, then from camera as well
  7. KOD-18407: Reconfigure Periods in Payment Portal
    • Regression Tests
    • Case 1
      • For {{InforCSD}} ERP logic (global setting {{erpLogicEngine}}) - in Customer Portal “Open Invoices“ check if filtering by periods works with no errors
    • Tests
    • Case 1
      • For {{InforCSD}} ERP logic (global setting {{erpLogicEngine}}) update the {{arBalancesInforCSD.js}} interceptor (Employee portal > Interceptors) - past interceptor code and Save:
  8. KOD-18558: Coupon Generator
    • Regression Tests
    • Case 1
      • Make sure adding a discount manually still works
    • Tests
    • Case 1
      • Try using Coupon Generator feature. Check if the data you entered in form is displayed correctly on discounts screen. Also check for Ranges, there should be 1 range created for each discount, with floor = miOrderValue, ceiling = ceiling, reward = reward, reward on the discounts screen will be 0, that is ok. (startDate and endDate are optional, also if ceiling is not specified it would be set to 1 billion)
    • Case 2
      • Try applying those coupons on the checkout. To successfully apply coupons your Order total should be greater than minOrderValue that was selected on creation. To check those you can go to Discount → Ranges. Try applying the coupon, if the order total is greater than minOrderValue - discount should be applied, otherwise it should not be applied. After placing an order check if totalUsage field was incremented. If total usage is greater that max use - you should not be able to apply this discount again.
  9. KOD-18596: Add warehouseCode to user company endpoint
    • Regression Tests
    • Case 1
      • General regression test, verify ui is working as expected
    • Tests
    • Case 1
      • Check that /api/user/customer/selectedCompany has warehouseCode of company
  10. KOD-18613: UX - add new column countryCode on Tax Rates
    • Regression Tests
    • Case 1
      • Go to operations portal → Tax Rates
      • Check if page looks good
    • Case 2
      • Go to operations portal → Tax Rates → Details page
      • Check if page looks good
    • Case 3
      • Go to operations portal → Tax Rates → Details page
      • Check if you can edit information
    • Tests
    • Case 1
      • Go to operations portal → Tax Rates
      • Check if you can see countryCode column
      • Not filterable and sortable
      • Check if countryCode has dropdown list
    • Case 2
      • Go to operations portal → Tax Rates
      • Check if {{Trend State Code}} field has dropdown list
    • Case 3
      • Go to operations portal → Tax Rates → Details page
      • Check if you can see countryCode field
    • Case 4
      • Go to operations portal → Tax Rates → Details page
      • Check if countryCode field has dropdown list
    • Case 5
      • Go to operations portal → Tax Rates → Details page
      • Check if {{Trend State Code}} field has dropdown list
  11. KOD-18621: Remove script from web repos
    • Regression Tests
    • Case 1
      • Make sure that the website loads and when you surf around, nothing is broken:
    • Case 2
      • Check the previous test but also check the cart page. Test going to all three tabs and that you can put items in your cart:
  12. KOD-18624: Enable sending account activation email
  13. KOD-18646: Trip APIs for DDAv3 app
    • Regression Tests
    • Case 1
      • Make sure trips page is working as expected for non driverDeliveryApp user
    • Tests
    • Case 1
      • /api/system/order/driverDelivery/getSingleTripDetails endpoint
    • Case 2
      • shipDate sortable and filterable
    • Case 3
      • login as logistic user (with driverDeliveryApp role), setting {{allowLogisticUsersToViewAllTrips}} is disabled - endpoint should return forbidden error; enable setting, call this endpoint once again - it should return data
      • same for {{/api/system/trip/list}} endpoint
  14. KOD-18648: Fix issue in CSD shipto insert script
  15. KOD-18662: Shop by Category - Customer Catalog broken links
    • Regression Tests
    • Case 1
      • Make sure that all the links in the shop by category dropdown still work and take you to the correct links.
    • Case 2
      • Check that a customer catalog link takes you to the customer catalog and not a broken page.