QA Release — 2026-07-20

Tag qa-2026-07-20 · Created: 2026-07-20 · Last Updated: 2026-07-24

What shipped to QA in this release (changes since 2026-07-07), grouped by area. The Ref column is stable — cite it when reporting. Rows marked → How to test are expanded at the bottom.

✨ Highlights

Device registration in Admin

activate, view, and deactivate POS terminals; find it in Admin portal.

Initialize a location from a template

a new location copies a template store's settings; find it in Merchant portal.

Active sessions page

see every device signed into your account and sign them out; find it in Merchant portal.

Bulk actions on grids

select several rows and act on them at once; find it in Across both portals.

Purchase Order reorder proposal

suggests reorder quantities while building a PO; find it in Merchant portal.

🖥️ Admin portal 11

Type	What changed	Where to check	Ref
New	Register a POS terminal from the Devices tab — the button used to be a stub that only showed a toast. → How to test	Admin › Merchants › detail › Devices	#844
New	Filter invitations by pending / accepted / expired.	Admin › Users › Invitations	#819
New	Edit a merchant's country, which also sets how phone numbers typed elsewhere are interpreted.	Admin › Merchants › detail › edit	#759
Fixed	The Devices tab shows each terminal's real status — every device used to read "No connection", including live ones — and a failed register now shows the reason instead of closing silently. → How to test	Admin › Merchants › detail › Devices	#868
Fixed	Deactivating a device in the global registry works — it used to show a success message and leave the device active.	Admin › Platform › Devices › Deactivate	#878
Fixed	A merchant's Modules tab lists its module toggles — the grid used to come up empty for every merchant.	Admin › Merchants › detail › Modules	#897
Fixed	Inviting a partner user from a partner's page works — it used to fail with a generic error.	Admin › Partners › detail › invite user	#895
Fixed	The AI logs and AI prompts detail pages open — the links were broken and led nowhere.	Admin › Platform › AI logs / AI prompts	#848
Fixed	Notification template pages open — the links were broken and led nowhere.	Admin › Platform › Notification templates	#877
Fixed	Revoking an invitation works — the button used to fail silently and leave the invitation active.	Admin › Users › Invitations › Revoke	#831
Fixed	User filters reset when you switch tabs, so a role picked on one tab no longer sticks on another and returns 0 results. → How to test	Admin › Users › Platform / Partner / Merchant tabs	#719

🏪 Merchant portal 14

Type	What changed	Where to check	Ref
New	Initialize a new location from a template store — it copies the template's price, cost, and tax-group overrides. → How to test	Portal › Locations › New › Initialize	#839
New	An Active sessions page lists every device signed into your account and lets you sign them out. → How to test	Portal › Settings › Sessions	#748
New	While building a purchase order you can pull in the products that are below their reorder point. → How to test	Portal › Purchase Orders	#884
New	Set a product's reorder point and restock level per location — these are what the reorder proposal and the low-stock lists read. → How to test	Portal › Products › detail › Inventory	#777
New	Filter the Purchase Orders and Receipts lists by location and supplier; the receipt search also matches the linked PO number now.	Portal › Purchase Orders / Receipts › filters	#749
New	Record a supplier's minimum order quantity per product — leave it empty for no minimum.	Portal › Products › detail › Suppliers	#776
Improved	A customer certificate's issued date can no longer be set in the future — the expiry date is still unrestricted.	Portal › Customers › Certificate	#862
Improved	A product's Pricing, Inventory, and Taxes tabs list every active location — a store selling at the base price used to be missing from them entirely.	Portal › Products › detail › Pricing / Inventory / Taxes	#849
Improved	Completing a receipt links any product received off-supplier to that supplier and records the cost you paid. → How to test	Portal › Purchase Receipts › Complete	#906
Improved	The Movement log lost its "Reset to last 7 days" button — the date picker's own preset and Clear filters already do it.	Portal › Inventory › Movement log › filters	#860
Fixed	Applying a price change now actually updates the prices, instead of reporting "Applied" while changing nothing. → How to test	Portal › Pricing › apply a price change	#886 #866 #864 #873
Fixed	Clearing a variant's barcode sticks — blanking the field and saving used to be silently ignored (setting or changing one always worked). → How to test	Portal › Products › Variants	#816
Fixed	Your unsaved edits in a create drawer survive a background session refresh. → How to test	Portal › any create drawer	#755
Fixed	Opening a location or supplier with a Puerto Rico phone number no longer flips its Country to Puerto Rico and marks the form changed. → How to test	Portal › Locations / Suppliers › edit	#750

🧩 Across both portals 7

Type	What changed	Where to check	Ref
New	Click anywhere on a table row to open its detail — the whole row is the link.	Any list page	#720 #769
New	Select several rows on a document grid and act on them in one go. → How to test	Document grids with checkboxes	#829
Improved	Summary cards show the total across the whole filtered list, not just the page you are on. → How to test	Dashboard & list pages › summary cards	#756
Improved	Date fields are full width with a clearer calendar affordance.	Any date picker	#859 #814
Improved	Notifications use a distinct on-brand icon per type.	Any pop-up notification	#802 #725
Improved	Table typography and spacing match the design system across every grid.	Any data grid	#815 #757 #746 #735
Fixed	Filter chips clear reliably when removed.	Any filtered list	#718

🔑 Sign-in & behind the scenes 2

Type	What changed	Where to check	Ref
New	Support access asks for a reason before entering a merchant, and the access is time-capped. → How to test	Support access › pick a merchant	#736
Fixed	If support access fails while the reason dialog is open, the dialog now shows the error — it used to just sit there with no feedback.	Support access › reason dialog	#782

🧪 How to test 15

Only the items that need more than a glance. Click to expand.

#844 — Register a POS terminal from the Devices tab

Before: the register button was a stub — it showed a toast and registered nothing.
Now: it opens a Register device drawer, and on success reveals a one-time activation token.
Steps:
1. Admin → Merchants → open a merchant → Devices tab → Register device.
2. Fill device code, location, optional name and device type → submit.
3. An activation modal shows the activation token. It is shown once — copy it before closing; reopening the device will not show it again.
4. Register a second device reusing the same device code → the drawer shows a field-level error on the device code, not a generic failure.
Note: the button only appears for a user allowed to register devices.

#868 — Device status and register errors

Before: the tab only recognised two status values the API never sends, so every device rendered as "No connection" — a live, active terminal included. A failed register closed the drawer with nothing shown.
Now: each of the four real statuses renders its own badge, and a failed register surfaces the reason.
Steps:
1. Needs devices in different states. Admin → Merchants → a merchant with devices → Devices tab.
2. Check the badges against the real state: a just-registered device reads Pending, an activated one Active, then Disabled and Revoked after those actions. None of them should read "No connection".
3. Trigger a failing register (e.g. a duplicate device code) → the drawer stays open and shows the reason.

#719 — User filters reset per tab

Before: the three tabs reused one table instance, so a filter set on one tab leaked to the next — and a role that does not exist on that tab could not be cleared from its own dropdown, leaving a permanent 0 results.
Now: each tab keeps its own filter, search, page, and sort.
Steps:
1. Admin → Users → Merchant tab → filter by a merchant-only role (e.g. Manager).
2. Switch to the Partner tab → the filter must be empty and the list populated, not 0 results with a stuck role.
3. Go back to Merchant → your filter is still there. Same check for the search box and the page number.

#839 — Initialize a location from a template store

Before: a new location started empty; per-location price, cost, and tax-group overrides had to be redone by hand.
Now: an explicit Initialize action copies those overrides from a template location, once.
Steps:
1. Needs a template location that has per-location overrides (products priced differently from base).
2. Portal → Locations → create a new location → run Initialize and pick the template.
3. Check the target location: only the products that deviate from base get their own rows — base-priced products keep inheriting the product price, so the full catalog is not copied.
4. Try to Initialize the same location again → the action is gone (a second run is rejected).
Note: the template's tax group is copied verbatim only when both locations share the same default tax group; otherwise the target resolves its own.

#748 — Active sessions page

Before: the merchant portal had no way to see or end other sessions (admin already had one).
Now: a Sessions page lists them, flags the one you are on, and revokes the others.
Steps:
1. Needs two sessions. Sign in to the portal, then sign in again from a second browser or a private window.
2. Portal → Settings → Sessions → both appear; the one you are on is badged as current and offers no Revoke (it points you to Sign Out).
3. Revoke the other session → it disappears from the list, and that browser is signed out on its next action.

#884 — Pull below-reorder-point products into a purchase order

Before: reorder quantities had to be worked out by hand while building the PO.
Now: the products below their reorder point can be proposed and appended for you.
Steps:
1. Needs stock below the reorder point — set one first with #777 if nothing qualifies. Pick a location with such products, and make sure those products have a supplier.
2. Portal → Purchase Orders → open or create a Draft PO for that supplier → use the reorder fill action.
3. Only that supplier's below-point products are appended, with a proposed quantity; products already on the PO are skipped, not duplicated.
4. Try the same on a PO that is not a Draft → it is rejected.
Note: the proposal only computes and appends — it never changes stock on its own.

#777 — Reorder point and restock level per location

Before: these two numbers existed in the data but only the dev seed could write them, so nothing in the portal could set them.
Now: you can set them per product variant per location, and they drive the reorder proposal, the low-stock lists, and the dashboard card.
Steps:
1. Portal → Products → open a product → Inventory tab → pick a location.
2. Set the reorder point (Min) and restock level (Max) and save; reopen to confirm they stuck.
3. Drop that location's on-hand below the reorder point → the product shows up in the low-stock list and in the reorder proposal (#884).
Note: the values are per variant and per location — setting one location does not set the others.

#906 — Receiving links off-supplier products and records the cost

Before: receiving a product from a supplier that did not list it left no link between the two, and the cost you actually paid was not kept on that relationship.
Now: completing the receipt creates the missing product↔supplier link and stores the last cost.
Steps:
1. Needs a product that is not on the supplier's list. Portal → Purchase Receipts → build a receipt for supplier A that includes a product only linked to supplier B (or to none).
2. Complete the receipt.
3. Open that product's Suppliers section → supplier A is now listed, carrying the cost from the receipt.
Note: this happens on Complete only — a draft receipt changes nothing.

#886 #866 #864 #873 — Applying a price change really applies it

Before: several cases returned a green "Applied" while updating zero rows — the operator saw success and no price moved.
Now: each of those cases either applies for real or fails with a reason.
Steps:
1. Needs a location where the product has no per-location row yet. Create a price change targeting that location for an Active product, approve it, and apply → the price must actually change there (the per-location row is created for you).
2. Repeat targeting a location that is inactive → same expectation: it applies, or tells you why not.
3. Create a non-global price change with no target location and apply → it must be rejected, not reported as "Applied".
4. After each apply, reopen the product at that location and confirm the new price is really stored.
Note: this is data-heavy to set up. If you cannot build the preconditions, say so rather than passing it on the happy path alone — the happy path was never the broken case.

#816 — Clearing a variant barcode sticks

Before: blanking a barcode and saving was silently ignored; the old barcode came back on reload. Setting or changing a barcode always worked — only clearing failed.
Now: an emptied barcode is saved as empty.
Steps:
1. Portal → Products → a product with a variant that has a barcode.
2. Clear the barcode in the Variants grid (inline cell) → save → reload the page → it must stay empty.
3. Repeat in the single-variant edit drawer — it is a separate path and was broken too.

#755 — Unsaved drawer edits survive a background refresh

Before: a background session refresh while a create drawer was open re-ran the form reset and wiped everything typed.
Now: the reset no longer fires on that refresh.
Steps:
1. Portal → open a create drawer (Location or Address) and type into several fields — do not save.
2. Leave it open long enough for the session token to refresh in the background (this is the trigger; it is not a button).
3. Come back → your typed values must still be there.
Note: the trigger is a background event, so this is a wait-and-check, not a click-through. If you can get the merchant's country changed from elsewhere while the drawer is open, that reproduces it immediately.

#750 — A Puerto Rico phone no longer rewrites the Country

Before: opening a location or supplier whose phone starts +1 787 silently switched the Country field to Puerto Rico — even on a record stored as US — and marked the form changed, so an untouched edit saved US → PR.
Now: the stored country stays, and simply opening the record leaves the form clean.
Steps:
1. Needs a record with a +1 787… phone and Country = United States. Portal → Locations (or Suppliers) → open it for edit.
2. On load, Country must still read United States, not Puerto Rico.
3. Without touching anything, confirm the form is not marked as changed; close and reopen → the country is unchanged.

#829 — Bulk actions on document grids

Before: rows had to be actioned one at a time.
Now: grids that support it show checkboxes, a select-all, and a bar with the actions for the current selection.
Steps:
1. Portal → a document grid with line items (e.g. a Purchase Order or a Transfer).
2. Tick two or three lines → a selection bar appears with the count and the available actions.
3. Run the bulk action → it applies to exactly the selected lines and the selection clears.
4. Use select-all, then untick one → the count follows, and the action skips the unticked row.
Note: this rolled out to four grids, not every grid — a grid with no checkboxes is out of scope, not a bug.

#756 — Summary cards total the whole filtered list

Before: cards labelled as totals were computed from the rows on screen, so the numbers changed as you paged.
Now: they are computed over the full filtered set, server-side.
Steps:
1. Needs a multi-page list. Open any list page whose results run past one page.
2. Note the summary card values, then page forward → the values must not change.
3. Apply a filter → the cards drop to the filtered totals, and stay stable across that filter's pages.
Note: this landed across ~20 list pages in both portals, so it is worth spot-checking more than one.

#736 — Support access asks for a reason

Before: support access to a merchant had no reason prompt and no clear separation from real memberships.
Now: the picker separates merchants you belong to from merchants you can reach as support; the support ones require a typed reason and are time-capped.
Steps:
1. Sign in as a user with support access and open the merchant picker.
2. Your own memberships enter directly, with no prompt.
3. Pick a support merchant → a reason is required; submitting without one is blocked.
4. Enter a reason → you enter the merchant, and the access is capped rather than open-ended.
Note: a merchant you both belong to and can support appears once, as a membership.

🔧 Technical — not QA-testable 6

Referenced in development but with nothing to verify through the normal portal flow — listed so a referenced number never dead-ends.

Ref	What	Why not testable
#792	Client-IP handling behind the proxy, so rate limiting and audit key off the real caller.	Backend hardening. The real IP already resolved correctly on the current hosting — this closes a header-spoofing gap, reachable only by forging request headers, not through the portal.
#789 #737	Merchant business attributes (country, currency, timezone) moved to a dedicated endpoint.	No visible change — the same values arrive by a different route. Verified by API/integration tests.
#824	The device registration service and its platform endpoints.	Backend half of the Devices tab work above (#844); on its own there is no screen to open.
#833	Internal AI-log identifiers promoted to public ids.	Data-layer change behind the AI logs pages (#848); nothing in the UI shows it.
#785	Device activation returns the merchant id.	API-only, and its consumer is the POS terminal at first boot — nothing in either portal shows it.
#801	A purchase order can only have one open draft receipt.	The portal already blocked this in the normal flow; the gap was on direct API calls, so it needs a non-UI path to reproduce.