In this release, we've added the ability to import and export employees as well as their roles/permissions. This is often useful if you'd like to mass update data on employees or migrate employees from a different system into your Kodaris system.
https://youtu.be/vUxDtXLHfA0?feature=shared
Customer Portal
Customer ticketing system
One of the most exciting features on this release is about the service / ticketing system that you have access to. We have been using the Kodaris service module internally for nearly a year. We began with Jira years ago and found it just could not scale the way we wanted to work. This led us to invest in building what we wanted. Over the last year, we have implemented not only a full-service ticketing system but also time-logging activities, like call logging, automated service order and invoice creation, and more. Kodaris runs more than eighty percent of its business on Kodaris, including contracts and pricing.
This month, we began rolling out the customer-facing component of the ticketing system. This means that your customers can now log into your customer portal on your Kodaris website and not only enter tickets and enhancement requests but also track their requests, add images and comments, etc. This fully connected to your internal team. If you have a need for Customer Service, Field Service, Time Tracking, Activity Tracking, or other service use cases, chat with us. It is fully integrated like every Kodaris module, which means billing, payment, and analytics are one hundred percent built-in. This might be another way to drive further ROI to your bottom line.
https://youtu.be/-AOtYoiM9e4?feature=shared
Tickets
KOD-12854: Kodaris - Commerce Demo Site - Add a few orders with POD images for demo purposes
KOD-13970: Add Generic Endpoint for Checking status of an integration
Case 1
New endpoint to call:
GET {{/api/system/integration/{integrationCode}/status}}
As now this endpoint is only available from swagger, open {{System}} spec, and navigate to {{Integration API}}
KOD-15564: Employees screen - server side export and import
Case 1: Check Employee importing process:
check whether import list exist:
use example csv file to import employee record, test only create, update, create & update =>
Case 2: Check the new Employee /export endpoint: {{/api/system/employee/export}}
KOD-17329: Stocking Notes
Case 1
please check that company and customer lists work as usual
Case 1
please check that for company and customer lists we can:
add/update/see/delete location notes
start order and see locations (that we set on customer portal) in cart
show/hide button ‘toggle locations’ by changing value of setting customerProductListLocationsEnabled
KOD-17702: Add attributes to search product endpoint
Case 1
Go to customer site and check that featured product still working fine.
Case 2
Use the endpoint with one of the setting {{documentDbEnabled}} or
{{productAttributeDocsEnabled}} = false.
And the endpoint should behave as it was working always.
Case 3: check server side api is working:
Case 5:
Look for a product that has related product on main screen
Case 1
Use the endpoint with all of these settings {{documentDbEnabled}} and
{{productAttributeDocsEnabled}} = true. Then set up “attributes”=”true” in the search payload. Then be sure to look for a product which has attributes, then you should be able to see attributes in the responses
KOD-17725: CreditStatusChanges Template
KOD-18043: Public Pricing to Show Qty Breaks
KOD-18045: Create DocumentDb for AccountsPayable Sync
Case 1
Test order create/update /delete document db from UI
You must check that there are not exception in logs related to your create/update/delete action
Case 2
Create and delete any entity which is not a documentDB
and check it is working fine
You must check that there are not exception in logs related to your create/update/delete action
Case 1
this setting should be enabled:
{{documentDbEnabled}}=1
Run SyncPayloadJob and check that it is not breaking trying to add a record into AccountsPayablesDocumentDB table
Case 2
this setting should be enabled:
{{documentDbEnabled}}=1
using swagger try to add a new AccountsPayableDocumentDB record
KOD-18370: Assignee IDs not shown in Vendors/Search Screen
Case 1
On the employee portal go to the vendors screen and verify is this screen work properly.
Case 1
On the employee portal go to the vendors screen. Add assignee related columns to this table and verify is information right. Add assignees and remove them to test this feature.
Warning: updating the information about the assignees may take some time (about 10 seconds). Refresh control to see changes.
All vendor’s assignees that was added before platform fixes may not be visible on the Vendors screen.
KOD-18433: Make Payment Reasons Column Filterable & Sortable
Case 1: Check whether the page: don’t have regression
Case 1: Check whether column: PaymentReason is filterable and sortable on search page
go to page: select some record, update the column: PaymentReason of current record
then go to page: to check wheter current column indexed in current record
go to swagger endpoint:
try to filter by current field: *paymentReason*
KOD-18612: Add new method to sdk
Case 1
If site has guest quote request enabled, a guest should be able to request a quote.
Case 2
If the setting is turned off, the guest user shouldnt be able to checkout with quote request.
Case 3
If site has customer quote request enabled, a customer should be able to request a quote.
Case 4
If the setting is turned off, the user shouldnt be able to checkout with quote request.
KOD-18626: Add an interceptor for cart endpoint
Case 1
Verify the endpoint works correctly, as it is expected - depending on enabled settings
Case 1
Modify interceptor, make sure it affects response
{{cartGetPaymentMethodOptions.js}}
Case 2
{{cartGetPaymentMethodOptions.js}}
Update key of some option.
KOD-18636: Related Products - Add the 'relatedProductTypes' setting to the 'configuration' endpoint
Case 1: Check whether employee portal works well
Case 1: Check whether return *relatedProductTypes* from endpoint: {{/api/user/employee/configuration}}
before call endpoint need to check the setting: *relatedProductTypes* in setting list and put some value(if the setting is empty)
KOD-18659: Disable Unsafe Character Check for Product Codes
Check if error is returned and logged in employee portal
Case 3
BIN Lookup for stored payment method by external token
In employee portal - find CONVERGE payment method. Copy the External Token value for this payment method:
Test by using endpoint {{GET /api/system/paymentMethod/binLookup/byToken}}, use the copied External Token value for {{token}} param:
Case 4
Same initial steps as in Case 3, but copy the Payment Method ID
Test by using endpoint {{GET /api/system/paymentMethod/binLookup/companyMethod/{paymentMethodID}}}, use the copied Payment Method ID value for {{paymentMethodID}} param:
Should get the same response as in Case 3
Case 5
Update of {{cardType}} on stored payment method.
Find CONVERGE payment method in employee portal, open details, and check request/response in console:
PaymentMethod to test should be with {{cardType}} value different from these 2: “DEBIT“, “CREDIT“ (it could be empty, or “CREDITCARD“, but none of those 2).
Run API endpoint with the selected paymentMethodID:
Check the response: it should have value of {{cardType}} fields one of “DEBIT“ or “CREDIT“.
Check the details page again for this payment method: API call should now return updated value of {{cardType}} field
KOD-18699: Test Customer Tickets
KOD-18708: UX for Address 3 Line
Case 1
On the employee portal go to the orders screen. Verify is all tabs are working properly. Open specific order details and verify is everything work.
Case 1
On the employee portal go the the orders screen and select specific order. On the delivery address section find “Address details“ input, write down some piece of information and verify is this data saved.
KOD-18739: UX for Add Card Type Selector and Modify Convenience Fee Process
Case 1
Employee portal => Payment methods screen works fine
Case 2
Customer Portal => Company Account => Payment methods screen works fine
Case 3
Customer Portal => My Account => Payment methods screen works fine
Case 4
Customer Portal => Company Account => Deposit screen works fine
Case 5
Customer Portal => Company Account => Deposit screen => when change the selected payment method - cvv field gets reset
Case 6
Customer Portal => Company Account=> Open Invoices screen => Payment Dialog => when change the selected payment method - cvv field gets reset, it’s possible to add the payment method
Case 1
Check Add Card Payment Method dialog on the screens:
Customer Portal => Company Account => Payment methods
Customer Portal => My Account => Payment methods screen
Customer Portal => Company Account => Deposit screen => Make payment => Add new Payment Method
Customer Portal => Company Account => Open Invoices => Make payment => Add new Payment Method
Expected behaviour:
there is a Card Type field
Required
Values: Debit, Credit
Case 2
Check Edit Card Payment Method dialog on the screens:
Customer Portal => Company Account => Payment methods
Customer Portal => My Account => Payment methods screen
Expected behaviour:
it’s possible to edit a Card Type field
it’s not possible to set it to empty string
Case 3
Customer Portal => Company Account => Deposit screen
Select payment method that has Card Type already set up.
Make a deposit payment
Expected behaviour:
payment was made successfully
Case 4
Customer Portal => Company Account => Deposit screen
Select payment method that has no Card Type already set up
Make a deposit payment
Expected behaviour:
payment was made successfully
the selected payment method got it’s card type updated to the one you’ve just selected(check in Customer Portal => Company Account => Payment methods screen)
Case 5
Employee portal => Payment methods screen
Expected behaviour:
Card Type column is available
It’s editable, freehand
Case 6
Customer Portal => Company Account=> Open Invoices screen
Actions:
Pay selected invoices
Schedule Payment
Select payment method that has Card Type already set up.
Make a payment
Expected behaviour:
payment was made successfully
Case 7
Customer Portal => Company Account=> Open Invoices screen
Actions:
Pay selected invoices
Schedule Payment
Select payment method that has no Card Type already set up.
Make a payment
Expected behaviour:
payment was made successfully
the selected payment method got it’s card type updated to the one you’ve just selected
Case 8
Customer Portal => Company Account => Deposit screen
Input some data in amount, description, cvv and cardType(optional) fields.
Press Cancel
Expected behaviour:
fields were reset
first payment method was selected
it’s possible to pay another deposit right away
Case 9
Customer Portal => Company Account => Deposit screen
Input some data in amount, description, cvv and cardType(optional) fields.
Press Make Payment
Close the confirmation popup
Expected behaviour:
fields were reset
first payment method was selected
it’s possible to pay another deposit right away
KOD-18740: Product pricesByCodes v2 endpoint
Case 1
POST
api/user/product/pricesByCodesV2
KOD-18762: Subtype & Release to Vendor Icon not Automatically Displayed when Splitting Order with Direct Only Items
Case 1
Open employee portal. Create a proper order with only “Shipped Directly“ items.
Go to Orders → Order details.
Click on “Split Direct Order“ button.
Make sure you’re redirected on Back Orders tab
Goto Details tab
Make sure Subtype field has “Direct Order“ value.
KOD-18770: UX Tweak
KOD-18775: Update Kodaris About Footer Image
KOD-18778: Switch Layout to use Search Suggest Endpoint
Layout shouldn’t be changed, you should be able to edit data there.
Case 2
On Tickets => Tickets details check that Customer Ticket types dropdown was added to the Misc section with values you’ve saved in customerTicketTypes setting
KOD-18794: Operations portal - make code field filterable and sortable
Case 1
On the employee portal on the filter categories screen verify is page work properly.
Case 1
On the employee portal on the filter categories screen add all columns to the table and verify is every columns filterable and sortable.
KOD-18800: Configure the payment portal
KOD-18808: Create Our History page
KOD-18807: Customer Tickets - Fix import to add entityID and entityType
Case 1
Import a ticket with option "Create and Update" should work
Case 2
Import a ticket with option "Only Create" should work
Case 3
Import a ticket with option "Only Update" should work
Case 1
Import a new ticket with a valid companyCode:
From employee portal, check that the ticket has populated entityID and entityType on Development tab of imported ticket
From customer portal, check that the ticket is visible in the list of ticket from the ticket menu.
KOD-18809: Create Our Team page
KOD-18810: Create Tools page
KOD-18812: Create Pickup page
KOD-18811: Create Service page
KOD-18813: Create about page
KOD-18815: Create another services page
KOD-18816: Create last services page
KOD-18819: Create Terms page
KOD-18820: Create Privacy Policy page
KOD-18822: Create Careers page
KOD-18821: Delete Deployment screen
Case 1
On the employee portal verify is navigation menu works properly.
Case 1
On the employee protal view Development group. Verify there is no “Deployment” item. Try to reach the endpoint {{/deployment}}
KOD-18830: Create locations page
KOD-18831: Create Contact page
KOD-18832: Create About Us page
KOD-18840: Assigned to Ticket email template not host compatible
Case 1
Test employee receives email after ticket assigned, and has correct host
Email will try to get host from:
Employee warehouse - host code
ticket host code
ticket warehouse → host code
Ticket company → host code
Case 2
Test received email after content page commented uses correct host
Where to set host for Content Page Pages → details → Host code
KOD-18848: RelatedProduct isDeletable flag
Case 1
Check deletable field is added and editable
Case 2
Check deletable field appears on list endpoint
KOD-18862: Customer Tickets - Add reporter to update email
KOD-18899: Set up menus & content on the content site
