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February 22, 2024 release notes

Tickets

KOD-16830: Public Comments Option
- Note: Please test with {{allowNotLoggedUserPostCommentOnContentPage}} setting turned off
- Case 1
  - Go to a page in the site.
  - For logged out users: user should be able to see comments in the site if there are any but not be able to comment. The page should have no issues
  - For logged in users: user should be able to see comments in the site and be able to comment as well. Add a comment to make sure there are no issues
- Case 1
  - Both Logged in and Logged out users should be able to see the comments and be able to comment on the page in the site
  - Logged out users will need to be able to input their name.
  - Logged in users will have the name field automatically filled with their username/email.
KOD-17039: Send Level III Data for Corporate Card CenPOS
- Case 1
  - Checkout with card payment
- Case 2
  - Pay open invoices from customer portal
- Case 3
  - Make a deposit in customer portal
- Case 1
  - Turn on level 3 data for CenPOS:
  - if CenPos is configured as an Integration: set {{User 6}} = 1
  - if CenPos is configured via global settings (it is when {{cenposUseGlobalSettingByDefault}} setting is on): set setting {{cenposIsLevel3}} = 1
  - Checkout with card.
  - Check if request logged in payment attempts contains {{Products}} information
KOD-17288: Subcategories not showing up
- Case 1
  - Check if category page can be generated without any exceptions.
  - UI → Customer Portal → Endpoint: {{/category/{categoryCode}}}
- Case 2
  - Check a new parameter named {{searchString}} on UI -> Customer Portal -> Endpoint: {{/category/{categoryCode}?searchString={code}}}
- Case 1
  - Go to setting, look for the setting {{limitProductCategoryNamesFacet}} and set the value “{{regex}}”
  - Repeat regression cases and check that now you can see all categories which has at least one product.
- Case 2
  - Go to setting, look for the setting {{limitProductCategoryNamesFacet}} and set the value “{{contains}}”
  - Repeat regression cases and check that now you can see all categories which has at least one product.
- Case 3
  - Go to setting, look for the setting {{limitProductCategoryNamesFacet}} and set the value “{{fullPath}}”
  - Repeat regression cases and check that now you can see all categories which has at least one product.
KOD-17473 drop ship feature
KOD-17546: Commerce - Multilingual
KOD-17621: Getting error when a date is entered under the Invoice Date filter
- Case 1
  - On AR search screen checn Invoice Date column. Check that the date filtering is available on this column.
- Case 1
  - On AR search screen checn Invoice Date column. Check that this column is a *date* column. It should have *datepicker* and all options to filter the Payment Date column has.
KOD-17765: Substitution Product
- Case 1
  - try new endpoint on swagger:
  - [POST]{{/api/user/product/substitute}}
  - Check that it should work for logged and not logged user
  - Check that it works for csdInfor ERPLogicIntegrator
  - Check that we return a product associated with crossReference entity using altProductCode and Type =”S”
KOD-18042: Guest Users will only have the option for pickup only on locally stocked products
- Case 1
  - Select Store in the header.
  - Goto any category and add some product with “Ships Direct“ label into shopping cart.
  - Goto Shopping cart → Payment tab.
  - Make sure that cant see any label.
- Case 2
  - Select Store in the header.
  - Goto any category and add some without “Ships Direct“ label product into shopping cart.
  - Goto Shopping cart → Payment tab.
  - Make sure that cant see any label.
- Case 3
  - Goto employee portal and set {{showInventoryPublic }}setting as true.
  - Goto store-web.
  - Go to any category.
  - Make sure UX is correct and ‘Add to Cart' button is presented and you can’t see “{{This product is not available in selected store.}}“ label.
- Case 1
  - Goto any category and add some product with “Ships Direct“ into shopping cart.
  - Goto Shopping cart → Payment tab.
  - Make sure that can see label - {{Please choose the store you’d like to pick up your items at. Note: any direct ship items will be shipped to the delivery address you entered on the previous tab.'}}.
- Case 2
  - Goto any category and add some product without “Ships Direct“ into shopping cart.
  - Goto Shopping cart → Payment tab.
  - Make sure that can see label - {{Please choose the store you’d like to pick up your items at}}.
- Case 3
  - Select Store in the header.
  - Add some products into shopping cart.
  - Goto Shopping cart
  - Make sure pickup Location has changed.
- Case 4
  - Goto employee portal and set {{showInventoryPublic }}setting as true.
  - Goto store-web.
  - Go to any category.
  - Make sure that for products that has amount < 0 you cant see 'Add to Cart' button.
  - Make sure instead of 'Add to Cart' button you can see “{{This product is not available in selected store.}}“ label.
- Case 5
  - Goto employee portal and set {{showInventoryPublic }}setting as true.
  - Goto store-web.
  - Go to any product that has amount < 0 for current store you cant see 'Add to Cart' button.
  - Make sure instead of 'Add to Cart' button you can see “{{This product is not available in selected store.}}“ label.
- Case 5
  - Goto employee portal and set {{showInventoryPublic }}setting as true.
  - Goto store-web.
  - Go to any product that has amount > 0 for current store you cant see 'Add to Cart' button.
  - Make sure you can’t see “{{This product is not available in selected store.}}“ label.
KOD-18099: [UX] Sync Tracking Information from ERP
- Case 1
  - On Employee Portal => Orders => Detail Email Order => Order email.
  - On Employee Portal => Orders => Internal Files Generate Internal PDF.
  - On Customer Portal => Orders => Order Details
  - Check table layout for above 3 places, all data should be displayed there properly.
- Case 2
  - On Employee Portal => Orders => Detail Email Order => Order email. It should contain table row Tracking Info.
  - It should contain Tracking Numbers that you’ve created on Order Shipments for your order.
  - If tracking number has tracking link in it, it should appear as a link and lead to the carrier website.
- Case 3
  - On Employee Portal => Orders => Internal Files Generate Internal PDF.
  - In this Internal PDF check table row Tracking Info.
  - It should contain Tracking Numbers that you’ve previously created on Order Shipments for your order.
  - If tracking number has tracking link in it, it should appear as a link and lead to the carrier website.
- Case 4
  - On Customer Portal => Orders => Order Details. It should contain table row Tracking Info: numbers and links as for cases 2, 3.
KOD-18220: Add valid data for 'revision author' and 'version' fields in the response
- Case 1
  - Make sure both create and update of content page works fine
KOD-18276: Add warning popup to new delete option in portal grids
- In operations portal tables, test clicking “Delete unselected rows”. A confirmation popup should show to confirm the deletion. Clicking Cancel will not continue deleting. Clicking Delete will delete the unselected rows
KOD-18324: Scheduled Payment Attempts on ACH.com
- Case 1
  - Run ACH payment from customer portal, e.g. Deposit payment with bank account
- Case 2
  - Schedule payment with ACH/BankAccount payment method.
  - Wait until it run and check if it paid successfully. Or find the scheduled payment record (transactionType=95) in employee portal “Accounts Receivable”, edit dates: set {{scheduledDate}}, {{paymentDate}}, {{dueDate}} to today’s date. Run {{DailyIntervalJob}} (Employee portal > Scheduler)
KOD-18373: Relabeling Pay with PO
KOD-18422: Set up PO and request a quote
KOD-18441: Create content-only layout
KOD-18474: Issue With Bid Date Filtering on Job Screen
- Case 1
  - Check filtering and sorting columns on any table in the operations portal to make sure there are no issues
- Case 1
  - Filter by bidDate exists, it should return actual results.
KOD-18478: Add importer and export for Employee global screen - UI
- 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 1
  - Check if export works good on Employees screen → Search tab
- Case 2
  - Check if export works good on Employees screen → Data tab
KOD-18550: Show more text in Ticket Type
- Case 1
  - Check filters in the grid, the filters should have no issues and should work as usual
- Case 1
  - Check facet filters in the grid (such as Ticket Type), the user should be able to see more of the text in the filter menu. The menu would have a max-width of 310px so super long text would still be truncated.
  - Other filters with shorter text should not be affected.
  - The filters should have no issues and should work as usual
KOD-18582: Shipvia Table
- Case 1
  - From the customer portal, create a new order or quote selection a delivery method
- Case 2
- From employee portal, Go to delivery method menu and check that you can:
  - List delivery methods
  - Create a new delivery method.
  - Modify an existent and new delivery method.
  - Delete a new/existent delivery method
  - Order and filter delivery methods.
  - Export Delivery methods
  - Import with create/update
  - Add/Update/Delete Rates
  - Export rates
  - Import rates with create/update
- Case 1
  - using swagger create a new deliveryMethod using new fields:
  - POST:{{api/system/shippingMethod}}
- Case 2
  - Modify an existent delivery method using new fields listed in the previous test, using PATCH and PUT endpoints:
  - /api/system/shippingMethod/{shippingMethodID}
KOD-18586: Issue Copying Over Orders
- Case 1
  - Test copy order feature is working as expected , with no errors and order is copied with all needed data:
- Case 2
  - Test “copy quote” feature is working as expected , with no errors and quote is copied with all specified data:
- Case 3
  - Test copying order from server-side controller using user script:
- Case 4
  - Test back orders.
- Case 1
  - Test if “Copy order” feature is working without any errors and order is actually copied when setting {{repriceOrderItemsInParallel}} is turned of:
- Case 2
  - Test if “Copy quote” feature is working without any errors and quote is actually copied when setting {{repriceOrderItemsInParallel}} is turned of:
KOD-18603: Configure Inventory
- Case 1
  - please check that everything works fine for logged in user:
  - inventory on product list page
  - inventory on product page
- Case 1
  - please check that guest user can see only ‘in stock’ or ‘out of stock
KOD-18606: UX for reorder feature in customer portal
KOD-18608: Configure Shipping Methods
KOD-18620: Internal Rules
- Case 1: Check new endpoints
KOD-18652: Search shows incorrect page data in response
KOD-18656: Separate lockbox
KOD-18674: PriorityPayments Credit Card Surcharging
- Case 1
  - Card BIN Lookup via PriorityPayments/MxMerchant payment provider.
- Case 2
  - Same as in Case 1, but try with
  - non-existent card number
  - not full card number, e.g. only first 4 digits of card number
  - Should get “Payment error“ error in response
KOD-18704: Customer App - Browse category feature
- Case 1
  - Go to some category
  - press view all if screen with subcategories appears
  - Test filtering
  - It should work normally
- Case 2
  - Go to general search
  - Test filtering, especially category filter
  - It should work normally
- Case 1
  - go to some category without subcategories
  - you should not see any subcategories
- Case 2
  - go to category search
  - Get to the list of subcategories and press {{View All *your category*}}
  - You should see list of subcategories on product screen above search field
  - Press on any subcategory
  - new screen should open
  - If this subcategory had it’s own subcategories, then you should see list of subcategories on product screen above search field. Go to step 4 and repeat till there is no list of sub-sub-…-categories
- Case 3
  - After you got to the last subcategory in step 6 of case 2 and step 5 of case 3, try to press {{back}} button on your phone or {{return}} arrow on the top. You should be returned to the previous category
- Case 4
  - go to category search
  - go to filters
  - you should not see {{Categories}} in filtering
  - (optional) if you see this filtering option, then try to select it. If it works as expected, then it is fine
- Case 5
  - Filtering in each subcategory should work as expected
KOD-18715: Endpoint should return the category value to filter
- Case 1
  - Make sure the Category filters are still working correctly.
KOD-18719: Show inventory for guest users
- Case 1
  - Check /pricesByCodes endpoint still working as expected(show inventory) without any issues when customer is logged in:
- Case 2
  - Check /pricesByCodes endpoint still working as expected(show public inventory) without any issues for guest user when showInventoryPublic setting is on
- Case 3
  - Check /pricesByCodes endpoint still working as expected(does NOT show public inventory) and without any issues for guest user when showInventoryPublic setting is OFF
- Case 1
  - Testing flag “inStock“ is returned as expected on skuData and level when customer is logged in (setting hideInventoryPublicNumbers is ON/OFF)
- Case 2
  - Testing flag “inStock“ level for guest user when showInventoryPublic setting if OFF :
- Case 3
  - Testing flag “inStock“ is returned as expected
KOD-18720:Make tracking page mobile responsive
KOD-18731: Template Option to Only Show Shipped Lines
- Case 1
  - Please test when company setting {{showShippedLinesOnly}} is off
  - Line items with {{shipped}} = 0 should show up in the order, order email and order pdf layouts
  - Line items with {{shipped}} > 0 should show up in the order, order email and order pdf layouts
- Case 1
  - Please test when company setting {{showShippedLinesOnly}} is on
  - Line items with {{shipped}} = 0 should *not* show up in the order, order email and order pdf layouts
  - Line items with {{shipped}} > 0 should show up in the order, order email and order pdf layouts
KOD-18736: Update the description editor
- Case 1
  - Goto employee portal
  - Goto Services → Tickets → Ticket Details
  - Make sure Details page has new text editor for description field.
  - Update description or add new.
  - Updated description styles.
  - Reload page.
  - Make sure updated info successfuly saved.
- Case 2
  - Goto employee portal
  - Goto Services → Tickets → Customer Comments
  - Make sure Customer Comments tab has new text editor for comments adding.
  - Add new comment.
  - Update styles.
  - Click on Save Button.
  - Reload page.
  - Make sure new comment successfuly saved.
- Case 3
  - Goto employee portal
  - Goto Services → Tickets → Internal Comments
  - Make sure Internal Comments tab has new text editor for comments adding.
  - Add new comment.
  - Update styles.
  - Click on Save Button.
  - Reload page.
  - Make sure new comment successfuly saved.
KOD-18741: Punchout
KOD-18753: Payment Portal - add COD payments
- Case 1
  - Make sure the orderEmail looks fine and generates successfully
- Case 1
  - Go through the COD payment flow:
  - Go to order in operations portal
  - Send email w/ payment link
  - Open up the payment link (can’t be logged in as admin at same time)
  - After paying, you should be taken to thank-you page and it should look fine.
KOD-18754: Add COD payments
- Case 1
  - Test generating an orderEmail and make sure it works fine.
- Case 1
- Go through the COD payment flow and make sure the orderEmail, COD pages, and payment works fine.
KOD-18765: English to French translation
KOD-18767: Order Form
KOD-18768: Help Page
KOD-18772: Make a web number clickable, like erp#
- Case 1
  - On the customer portal go to the orders screen. Verify is #erp is clickable and open proper order.
- Case 1
  - On the customer portal go to the orders screen. Verify is #web is clickable and open proper order.
KOD-18774: Improvements to working with files in Kodaris
KOD-18776: Customer Tickets - Selecting text to add text decoration issue
- Case 1
  - Go to Customer Portal:
  - Open a test ticket
  - Check the Description field that it is properly working.
  - Input bold, italic, underlined texts. It should work as expected and the button’s active status be working as well.
  - Key in ordered and unordered list and a code block. These blocks should work as expected.
  - The changes should be saved when unfocusing the description field.
  - Refresh page to confirm changes.
- Case 2
  - Go to Customer Portal
  - Open a test ticket
  - Check the save functionality of the comment section.
  - Key in a comment with just a normal text and save. It should save properly. The comment field should clear afterwards.
  - Input a comment with all of the formatting available and save. This should work as expected.
  - Refresh the page to confirm changes.
- Case 1
  - Go to Customer Portal:
  - Open a test ticket
  - Input a comment and test these editor toolbar buttons: *Bold, Italic and Underline*
  - When you highlight and click the buttons, it should properly function and change the highlighted text right away.
- Case 2
  - Go to Customer Portal:
  - Open a test ticket
  - Input a comment and put all the available options from the toolbar: Bold, Italic, Underlined texts; Ordered list, Unordered list and a code block.
  - When you change where the cursor points, the toolbar button should change status.
  - Mix it with unordered and ordered list and check the status on the toolbar. It should work as expected.
- Case 3
  - Go to Customer Portal:
  - Open a test ticket
  - Input a comment with normal text first.
  - Click on the bold button and then start typing again. The next letters should be in bold.
  - Do steps 2 and 3 again for *Italic and Underlined.*
- Case 4
  - Go to Customer Portal:
  - Open a test ticket
  - Insert a code block on the comment field.
  - The buttons: bold, italicize, and underline should be disabled.
  - Enter a normal text below the code block, the three buttons (bold, italicize and underline) should be enabled.
  - This behavior should also apply to the Description field.
KOD-18781: Kodaris - Add customer tickettype dropdown
- Case 1
  - On Tickets => Tickets details check Misc section.
  - 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-18783: Slight Adjustment to Angular App for Smaller Screens
- Case 1
  - Customer Portal
  - Deposit screen
  - Open Invoices screen
  - Expected behaviour:
  - Payment methods work fine
  - all fields are accessible on desktop version
  - it’s possible to pay a deposit
  - it’s possible to pay an open invoice
  - it’s possible to schedule a payment
- Case 1
  - Customer Portal
  - Deposit screen
  - Open Invoices screen
  - Expected behaviour:
  - All fields should be accessible on mobile screens, nothing is overlapping
KOD-18793: Operations portal - make code field filterable and sortable
KOD-18798: Create server side export for tickets in operations portal tickets screen
- Case 1
  - On the employee portal go to the Tickets screen. On the search tab export tickets information. Open date tab to verify is it still accessible.
- Case 1
  - On the employee portal go to the tickets screen and select data page. After that verify is downloaded csv file fits data in the Grid.
KOD-18800: Configure the payment portal
- Case 1
  - go to customer portal and check if you can redirect to profile page or log out from customer portal
KOD-18803: Add global setting for Team field on Ticket detail screen
- Case 1
  - On the employee portal go to the Tickets screen, then select specific ticket and try to modify some information of this ticket.
- Case 1
  - On the employee portal, go to the Settings screen. Find in the list ticketTeams setting and somehow modify it. Press save button and go to the Tickets screen, find Team select menu and verify is your setting’s change has applied. Save ticket and verify are changes made.
KOD-18805: Pay with PO
KOD-18817: Configure notifications in customer portal
KOD-18827: Use Avalara for Address Validation
KOD-18849: Make configuration endpoint host compatible
- Case 1
  - Test customer configuration endpoint takes global settings when no present in Host or host is not present
- Case 2
  - Make sure it’s possible to log in in customer portal and everything works fine
KOD-18853: Custom parser
KOD-18858: disable editing billing address
KOD-18887: Kodaris - Record multilingual setting up video
KOD-18890: Kodaris - Record categories translation video
KOD-18891: Kodaris - Record cms pages translation video
KOD-18892: Configure multilingual
KOD-18898: Redirect to login page
- Case 1
  - Please check that you can add products from details page, product list(list, grid and catalog view) and quick order to cart when you login as a customer
- Case 2
  - Check if you can add items to the cart and you not redirected to login page when you login as a customer from next page
- Case 3
  - Check when you click on cart, you redirected to the cart when you login in as a customer
- Case 4
  - check if cart page looks good when there are some items(you should be login in as a customer)
- Case 5
  - check if cart page looks good when there are no items(you should be login in as a customer)
- Case 1
  - Please check that you can’t add products from details page, product list(list, grid and catalog view) and quick order to cart when you not login as a customer
  - You should be redirected to login page
- Case 2
  - Check when you click on 'My cart' or on icon cart, you redirected to the login page when you not login in as a customer
- Case 3
  - Check if you can not add items to the cart and you redirected to login page when you not login as a customer from next page
- Case 4
  - You should be login as a customer.
  - Go to cart page( do not add products to the cart)
  - You should see only one button “continue shopping”
  - You shouldn’t see button “*Request Custom Item*”
- Case 5
  - You should be login as a customer.
  - Go to cart page(add some products to the cart)
  - You shouldn’t see button “*Request Custom Item*”
KOD-18901: UX to Make Payment Reason Column Filterable & Sortable
- Case 1
  - On the employee portal on the accounts receivable screen check is sorting and filtering for columns work.
- Case 1
  - On the employee portal on the accounts receivable screen add “paymentReason“ column and test is it sortable and filterable.
KOD-18903: Mark Card Type As Required
- Case 1
  - Customer Portal
  - Deposit screen
  - Open Invoices screen
  - Expected behaviour:
  - Payment methods work fine
  - it’s possible to pay an open invoice
  - it’s possible to schedule a payment
- Case 2
  - Customer Portal => Company/Customer Payment methods screen => Add Payment Method
  - Expected behaviour:
  - It’s possible to add an Ach payment method.
- Case 1
  - Customer Portal => Open Invoices screen
  - Expected behaviour:
  - both Card Type and CVV are highlighted
- Case 2
  - Customer Portal => Company/Customer Payment methods screen => Add Payment Method
  - Expected behaviour:
  - Both Ach and Card methods
  - all required fields are marked as highlighted when Add button is pressed
KOD-18904: Fix Overlap from Card Payment Type
- Case 1
  - Customer Portal
  - Deposit screen
  - Open Invoices screen
  - Expected behaviour:
  - Payment methods work fine
  - it’s possible to pay an open invoice
  - it’s possible to schedule a payment
- Case 1
  - Customer Portal
  - Deposit screen
  - Open Invoices screen
  - Expected behaviour:
  - there is no overlapping in payment method row
KOD-18908: Style Choose File button
KOD-18918: ACH Terms PDF Error
KOD-18925: Configure Countries
KOD-18930: ERP Setting Mapped Sync needs to support PATCH
KOD-18931: Updating Kodaris Payment portal
KOD-18932: Add new tax engine for taxEngine setting
- Case 1
  - Check that the tax calculation still working fine for taxEngine different than InforCSD
- Case 1
  - To configure the new taxEngine you must go to setting and modify the value for setting taxEngine = *InforCSD*
  - This tax engine is going to behave equal than Trend. (taxEngine={{Trend}})
  - So, we can verify that the same results for both
KOD-18933: Convert serverside endpoints
- Case 1
  - POST /api/system/app
  - POST /api/system/app/list
  - PATCH /api/system/app/{appCode}
  - GET /api/system/app/{appCode}
KOD-18935: Quantity Conversion Not Pulled when Adding Item
- Case 1
  - Check related product is added as expected to order/quote with parent product
- Case 1
  - Check quantity conversion factor is applied to child line item quantity when adding related product to order/quote
  - Qty conversion works when Qty changeable is turned on, but when it is turned off, its still multiplying the child item qty with the qty conversion.
KOD-18944: Add server side API for product category assignments for pulling in BI dataset
KOD-18947: Add SCompanyAddress to list company addresses for BI data feed
KOD-18949: Kodaris payment portal - up to date
KOD-18951: CompanyAddress Summary Budget calculation updates
KOD-18953: Demo Site - Browser back button pagination fix
KOD-18955: Update icon
KOD-18965: Enter vendor code on SKU record when direct ship SKUs are created
- Case 1
  - {{/api/system/sku/byProduct}}
KOD-18967: Add a utility
KOD-18978: Employee portal: UX for cardType selection
- Case 1
  - Employee Portal => Company Details => Open Invoices screen
  - Expected behaviour:
  - screen works fine
  - payment methods work fine
  - it’s possible to add new payment method
  - card
  - ach
  - it’s possible to make a payment
- Case 1
  - Employee Portal => Company Details => Open Invoices screen => Make Payment dialog
  - Expected behaviour:
  - convenience fee is shown if available
  - card type dropdown is shown for cards where it’s missing
  - card type and cvv fields are highlighted as required properly
- Case 2
  - Employee Portal => Company Details => Open Invoices screen => Make Payment dialog => Add new Card/Ach method
  - Expected behaviour:
  - when press Add - required fields are highlighted
KOD-18986: Setup Invoices on Demo site for demo
KOD-18987: cms page styling
KOD-18989: Add image fields to operation portal
- Case 1
  - On the operations portal navigate to the products screen, verify is columns are sortable and filterable.
- Case 1
  - On the operations portal go to the products screen. On the search tab add columns: “Small Image”, “Medium Image” and “Large Image”. Verify are they sortable.
- Case 2
  - On the operations portal go to the products screen. On the search tab add columns: “Small Image”, “Medium Image” and “Large Image”. Verify are they filterable.
KOD-18990: Adding orders function