{ "ursId": "URS-019", "title": "Bill-Only without PO for Approved Accounts", "timestamp": "2026-04-23T03:37:40.853Z", "durationMs": 61978, "config": { "inboxUrl": "http://localhost:63054", "dbHost": "localhost", "dbPort": 63055, "dbName": "cc_repinbox_dev" }, "setup": { "status": "pass" }, "scenarios": [ { "name": "Step 1: Login", "status": "pass", "description": "Step 1: Login", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-01-logged-in.png" ], "explanation": "Proves that Bob Kauffman (StellarTech Sales Rep) can authenticate and reach the application. Establishes the user context for all subsequent steps.", "expectedAuditActions": [ "user_log:user:login" ], "startedAt": "2026-04-23T03:37:49.440Z", "finishedAt": "2026-04-23T03:37:49.440Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/videos/step-01-login.webm" }, { "name": "Step 2: Billing form", "status": "pass", "description": "Step 2: Billing form", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-02-account-selection-page.png" ], "explanation": "Confirms Bob can navigate to the new bill-only order creation form and reach the account selection step (Step 2). Verifies the billing feature is accessible to the sales rep role.", "startedAt": "2026-04-23T03:37:56.004Z", "finishedAt": "2026-04-23T03:37:56.004Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/videos/step-02-billing-form.webm" }, { "name": "Step 3: Unapproved account hidden", "status": "pass", "description": "Step 3: Unapproved account hidden", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-03-account-dropdown-open.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-03-search-copley-no-results.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-03-search-boss-found.png" ], "explanation": "The system enforces the approval gate at the UI level: the account selector only shows accounts with status=\"active\" (approved by ZuriMED). Copley Hospital Account Request, which is set to status=\"proposed\" (unapproved) by the test setup, does not appear as a selectable option. BOSS Surgical Account Request (active/approved) is visible, confirming the selector works correctly. This is the negative test — it proves the approval gate is enforced.", "startedAt": "2026-04-23T03:38:02.560Z", "finishedAt": "2026-04-23T03:38:08.000Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/videos/step-03-unapproved-account.webm" }, { "name": "Step 4: Create order", "status": "pass", "description": "Step 4: Create order", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-04-boss-account-selected.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-04-products-added.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-04-no-po-entered.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-04-review-before-submit.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-04-order-submitted.png" ], "explanation": "An approved account (BOSS Surgical Account Request, status=\"active\") can successfully complete the full bill-only order submission flow — including leaving the PO field empty. The order is accepted and a BO-XXXX order number is assigned. This is the positive test proving that approved accounts can submit Bill-Only without PO.", "expectedEmailTemplates": [ "bill-only" ], "expectedAuditActions": [ "decision:bill_only_order.enqueue_upload_classification" ], "startedAt": "2026-04-23T03:38:17.304Z", "finishedAt": "2026-04-23T03:38:30.412Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/videos/step-04-create-order.webm" }, { "name": "Step 5: Verify order", "status": "pass", "description": "Step 5: Verify order", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-05-billing-list.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/step-05-new-order-found.png" ], "explanation": "The newly created bill-only order appears on the billing list, confirming it was persisted correctly. The specific order number captured in Step 4 is visible, providing end-to-end traceability from form submission to database record.", "startedAt": "2026-04-23T03:38:39.512Z", "finishedAt": "2026-04-23T03:38:39.568Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/videos/step-05-verify-order.webm" } ], "dbValidations": [ { "name": "Approved account has active status", "query": "SELECT id, name, status FROM sales_accounts WHERE id = ANY($1) ORDER BY name", "status": "pass", "rows": [ { "id": "fea7b8c9-d0e1-2345-0123-456789012345", "name": "BOSS Surgical Account Request", "status": "active" }, { "id": "1fb8c9d0-e1f2-3456-1234-567890123456", "name": "Copley Hospital Account Request", "status": "proposed" } ], "assertion": "BOSS Hospital should have status='active' (approved)" }, { "name": "Unapproved account has proposed status", "query": "SELECT id, name, status FROM sales_accounts WHERE id = ANY($1) ORDER BY name", "status": "pass", "rows": [ { "id": "fea7b8c9-d0e1-2345-0123-456789012345", "name": "BOSS Surgical Account Request", "status": "active" }, { "id": "1fb8c9d0-e1f2-3456-1234-567890123456", "name": "Copley Hospital Account Request", "status": "proposed" } ], "assertion": "Copley Healthcare should have status='proposed' (unapproved)" }, { "name": "New billing order BO-1 exists for approved account", "query": "SELECT id, order_number, status, sales_account_id, created_at\n FROM billing_orders\n WHERE sales_account_id = 'fea7b8c9-d0e1-2345-0123-456789012345' AND order_number = 'BO-1'", "status": "pass", "rows": [ { "id": "019db86a-f348-7b04-a15e-1d1c3d78889a", "order_number": "BO-1", "status": "submitted", "sales_account_id": "fea7b8c9-d0e1-2345-0123-456789012345", "created_at": "2026-04-23T03:38:30.026Z" } ], "assertion": "Order BO-1 should exist for BOSS Hospital (approved account)" }, { "name": "No new billing orders for unapproved account", "query": "SELECT id, order_number, status, created_at\n FROM billing_orders\n WHERE sales_account_id = '1fb8c9d0-e1f2-3456-1234-567890123456' AND created_at > NOW() - INTERVAL '10 minutes'\n ORDER BY created_at DESC", "status": "pass", "rows": [], "assertion": "No billing orders should have been created for Copley Healthcare (unapproved account) during the test" } ], "overallStatus": "pass", "outputDir": "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z", "auditStartTime": "2026-04-23T03:37:38.919Z", "emailEvidence": [ { "subject": "New Bill-Only Order - 1/15/2025 - ZuriMED BO-1", "template": "New_Bill-Only_Order_-_1_15_2025_-_ZuriMED_BO-1", "screenshotPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-019-bill-only-without-po/2026-04-23T03-37-40-851Z/screenshots/emails/2026-04-23T03-38-32-186Z-New_Bill-Only_Order_-_1_15_2025_-_ZuriMED_BO-1.png" } ], "auditEventEvidence": [ { "createdAt": "2026-04-23T03:37:47.449Z", "eventType": "user_log", "action": "user:login", "userEmail": "bob.kauffman@stellartech.com", "userId": "17b8c9d0-e1f2-3456-1234-567890123456", "organizationName": "StellarTech Medical Solutions", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "bob.kauffman@stellartech.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-04-23T03:37:52.324Z", "eventType": "user_log", "action": "user:login", "userEmail": "bob.kauffman@stellartech.com", "userId": "17b8c9d0-e1f2-3456-1234-567890123456", "organizationName": "StellarTech Medical Solutions", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "bob.kauffman@stellartech.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-04-23T03:37:58.730Z", "eventType": "user_log", "action": "user:login", "userEmail": "bob.kauffman@stellartech.com", "userId": "17b8c9d0-e1f2-3456-1234-567890123456", "organizationName": "StellarTech Medical Solutions", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "bob.kauffman@stellartech.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-04-23T03:38:10.836Z", "eventType": "user_log", "action": "user:login", "userEmail": "bob.kauffman@stellartech.com", "userId": "17b8c9d0-e1f2-3456-1234-567890123456", "organizationName": "StellarTech Medical Solutions", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "bob.kauffman@stellartech.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-04-23T03:38:30.026Z", "eventType": "decision", "action": "bill_only_order.enqueue_upload_classification", "userEmail": "bob.kauffman@stellartech.com", "userId": "17b8c9d0-e1f2-3456-1234-567890123456", "organizationName": "ZuriMED", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "019db86a-f348-7b04-a15e-1d1c3d78889a", "secondaryObjectId": null, "payload": { "reason": "No uploaded PO documents", "performed": false, "entityType": "billing_order", "fileSourceOrganizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "hasSelectedPurchaseOrderId": false, "purchaseOrderDocumentCount": 0 }, "route": null, "traceId": null }, { "createdAt": "2026-04-23T03:38:32.251Z", "eventType": "transactional_email", "action": "new_bill_only", "userEmail": null, "userId": null, "organizationName": "StellarTech Medical Solutions", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": "019db86a-f348-7b04-a15e-1d1c3d78889a", "secondaryObjectId": null, "payload": { "to": [ "bob.kauffman@stellartech.com" ], "s3Path": "email-audit/b2c3d4e5-f6a7-8901-bcde-f12345678901/019db86a-fb8d-7f44-a69c-7c7d7e667855/", "subject": "New Bill-Only Order - 1/15/2025 - ZuriMED BO-1", "messageId": "dev-console-log", "relatedEntityType": "billing_order" }, "route": null, "traceId": null }, { "createdAt": "2026-04-23T03:38:33.197Z", "eventType": "user_log", "action": "user:login", "userEmail": "bob.kauffman@stellartech.com", "userId": "17b8c9d0-e1f2-3456-1234-567890123456", "organizationName": "StellarTech Medical Solutions", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "bob.kauffman@stellartech.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" } ], "auditQuery": "SELECT\n ae.created_at,\n ae.event_type,\n ae.action,\n ae.user_id,\n u.email AS user_email,\n ae.organization_id,\n o.name AS organization_name,\n ae.object_id,\n ae.secondary_object_id,\n ae.payload,\n ae.route,\n ae.trace_id\n FROM audit_events ae\n LEFT JOIN users u ON u.id = ae.user_id\n LEFT JOIN organizations o ON o.id = ae.organization_id\n WHERE ae.created_at >= $1\n AND ae.organization_id = ANY($2::uuid[])\n ORDER BY ae.created_at ASC", "auditAssertions": [ { "stepName": "Step 1: Login", "expectedAction": "user_log:user:login", "found": true }, { "stepName": "Step 4: Create order", "expectedAction": "decision:bill_only_order.enqueue_upload_classification", "found": true } ], "emailAssertions": [ { "stepName": "Step 4: Create order", "expectedTemplate": "bill-only", "found": true } ] }