{ "ursId": "URS-050", "title": "Select Another Rep's Trunk Stock for Bill-Only Orders", "timestamp": "2026-04-23T03:43:21.310Z", "durationMs": 71606, "config": { "inboxUrl": "http://localhost:64931", "dbHost": "localhost", "dbPort": 64932, "dbName": "cc_repinbox_dev" }, "setup": { "status": "pass" }, "scenarios": [ { "name": "Step 1: Login and own trunk", "status": "pass", "description": "Step 1: Login and own trunk", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-01-logged-in.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-01-own-trunk-inventory.png" ], "explanation": "A sales rep logs in and navigates to their trunk stock. This establishes the baseline inventory context and confirms that a rep can view their own trunk before attempting to use another rep's trunk.", "startedAt": "2026-04-23T03:43:26.097Z", "finishedAt": "2026-04-23T03:43:29.464Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/videos/step-01-own-trunk.webm" }, { "name": "Step 2: Bill-only form start", "status": "pass", "description": "Step 2: Bill-only form start", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-02-bill-only-form.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-02-account-selected.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-02-devices-step.png" ], "explanation": "The sales rep begins a new bill-only order by selecting the manufacturer and a sales account. This step navigates through the first two stages of the bill-only form to reach the inventory source selection screen.", "startedAt": "2026-04-23T03:43:44.442Z", "finishedAt": "2026-04-23T03:43:46.306Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/videos/step-02-bill-only-start.webm" }, { "name": "Step 3: Other rep trunk selection", "status": "pass", "description": "Step 3: Other rep trunk selection", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-03-other-button-clicked.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-03-rep-trunk-dropdown.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-03-ryan-trunk-selected.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-03-product-from-ryan.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-03-review-other-rep-source.png", "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-03-order-submitted.png" ], "explanation": "The rep selects \"Other Rep Trunk\" as the inventory source and chooses a specific colleague's trunk from the dropdown. The order is completed and submitted, demonstrating that the system correctly allows a rep to draw from another rep's trunk stock when creating a bill-only order.", "expectedEmailTemplates": [ "New Bill-Only Order" ], "expectedAuditActions": [ "decision:bill_only_order.enqueue_upload_classification" ], "startedAt": "2026-04-23T03:43:59.897Z", "finishedAt": "2026-04-23T03:44:23.150Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/videos/step-03-other-rep-trunk.webm" }, { "name": "Step 4: Database verification", "status": "pass", "description": "Step 4: Database verification", "screenshots": [ "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/step-04-billing-list.png" ], "explanation": "The billing list is opened to confirm the submitted order appears. This step provides screenshot evidence that the bill-only order is visible in the system after submission using another rep's trunk.", "startedAt": "2026-04-23T03:44:29.619Z", "finishedAt": "2026-04-23T03:44:29.619Z", "videoPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/videos/step-04-db-verification.webm" } ], "dbValidations": [ { "name": "Bill-only order created by Bob", "query": "SELECT bo.id, bo.order_number, bo.status, bo.sales_account_id,\n bo.created_at, bo.created_by_user_id\n FROM billing_orders bo\n WHERE bo.created_by_user_id = $1\n AND bo.created_at > NOW() - INTERVAL '30 minutes'\n ORDER BY bo.created_at DESC\n LIMIT 5", "status": "pass", "rows": [ { "id": "019db870-44f4-7496-a32e-e56d5f34dad2", "order_number": "BO-1", "status": "submitted", "sales_account_id": "fea7b8c9-d0e1-2345-0123-456789012345", "created_at": "2026-04-23T03:44:18.654Z", "created_by_user_id": "17b8c9d0-e1f2-3456-1234-567890123456" } ], "assertion": "At least one billing order should have been created by Bob Kauffman in the last 30 minutes" }, { "name": "Order items reference other rep's trunk", "query": "SELECT boi.id, boi.billing_order_id, boi.location_id,\n boi.lot_number, boi.product_id, op.title as product_name,\n rwl.name as location_name, rwl.type as location_type\n FROM billing_order_items boi\n JOIN billing_orders bo ON boi.billing_order_id = bo.id\n LEFT JOIN org_products op ON boi.product_id = op.id\n LEFT JOIN real_world_locations rwl ON boi.location_id = rwl.id\n WHERE bo.created_by_user_id = $1\n AND bo.created_at > NOW() - INTERVAL '30 minutes'\n ORDER BY bo.created_at DESC\n LIMIT 10", "status": "pass", "rows": [ { "id": "019db870-44f2-7c67-ade0-33faa1e7b3d4", "billing_order_id": "019db870-44f4-7496-a32e-e56d5f34dad2", "location_id": "b7f8a9b0-c1d2-3456-1234-567890123456", "lot_number": "URS050-SP-001", "product_id": "01989ca1-f2f8-7ab7-8269-7179342797cc", "product_name": "FiberLocker® Instrument SN", "location_name": "TRUNK-26", "location_type": "trunk_stock" } ], "assertion": "At least one billing order item should have location_id = b7f8a9b0-c1d2-3456-1234-567890123456 (Ryan's TRUNK-26)" }, { "name": "Lot number matches test data", "query": "SELECT boi.lot_number, boi.location_id, rwl.name as location_name\n FROM billing_order_items boi\n JOIN billing_orders bo ON boi.billing_order_id = bo.id\n LEFT JOIN real_world_locations rwl ON boi.location_id = rwl.id\n WHERE bo.created_by_user_id = $1\n AND bo.created_at > NOW() - INTERVAL '30 minutes'\n AND boi.lot_number = $2\n LIMIT 5", "status": "pass", "rows": [ { "lot_number": "URS050-SP-001", "location_id": "b7f8a9b0-c1d2-3456-1234-567890123456", "location_name": "TRUNK-26" } ], "assertion": "Billing order item should have lot_number = URS050-SP-001" }, { "name": "Order linked to correct sales account", "query": "SELECT bo.id, bo.sales_account_id, sa.name as account_name\n FROM billing_orders bo\n JOIN sales_accounts sa ON bo.sales_account_id = sa.id\n WHERE bo.created_by_user_id = $1\n AND bo.created_at > NOW() - INTERVAL '30 minutes'\n AND bo.sales_account_id = $2\n ORDER BY bo.created_at DESC\n LIMIT 5", "status": "pass", "rows": [ { "id": "019db870-44f4-7496-a32e-e56d5f34dad2", "sales_account_id": "fea7b8c9-d0e1-2345-0123-456789012345", "account_name": "BOSS Surgical Account Request" } ], "assertion": "The billing order should be linked to BOSS Surgical Account" }, { "name": "Inventory history records removal from other rep's trunk", "query": "SELECT ih.id, ih.item_id, ih.quantity, ih.status, ih.info,\n ih.created_at, ii.lot, ii.real_world_location_id, rwl.name as location_name\n FROM inventory_history ih\n JOIN inventory_items ii ON ih.item_id = ii.id\n LEFT JOIN real_world_locations rwl ON ii.real_world_location_id = rwl.id\n WHERE ii.lot = $1\n AND ii.organization_id = $2\n AND ih.created_at > NOW() - INTERVAL '30 minutes'\n AND ih.info->>'action' = 'removed'\n AND ih.info->>'reason' = 'bill_only_order'\n ORDER BY ih.created_at DESC\n LIMIT 10", "status": "pass", "rows": [ { "id": "019db870-44fb-7db8-9438-86f6fc04fa09", "item_id": "019db870-44fb-7db8-9438-86f55bc9d50b", "quantity": 1, "status": "ready", "info": { "action": "removed", "reason": "bill_only_order", "bestEffort": true, "billingOrderId": "019db870-44f4-7496-a32e-e56d5f34dad2", "shortageQuantity": 1, "requestedQuantity": 1 }, "created_at": "2026-04-23T03:44:18.654Z", "lot": "URS050-SP-001", "real_world_location_id": "b7f8a9b0-c1d2-3456-1234-567890123456", "location_name": "TRUNK-26" } ], "assertion": "Inventory history should show a removal with reason=bill_only_order from TRUNK-26 (Ryan)" }, { "name": "Bob's own trunk was NOT decremented", "query": "SELECT ih.id, ih.item_id, ih.info, ih.created_at, ii.lot\n FROM inventory_history ih\n JOIN inventory_items ii ON ih.item_id = ii.id\n WHERE ii.lot = $1\n AND ii.organization_id = $2\n AND ih.created_at > NOW() - INTERVAL '30 minutes'\n AND ih.info->>'action' = 'removed'\n AND ih.info->>'reason' = 'bill_only_order'\n LIMIT 5", "status": "pass", "rows": [], "assertion": "Bob's trunk (TRUNK-36) should not have any bill_only_order removals for the test lot" } ], "overallStatus": "pass", "outputDir": "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z", "auditStartTime": "2026-04-23T03:43:19.403Z", "emailEvidence": [ { "subject": "New Bill-Only Order - 4/22/2026 - ZuriMED BO-1", "template": "New_Bill-Only_Order_-_4_22_2026_-_ZuriMED_BO-1", "screenshotPath": "/Users/jason/projects/casecohort/code/validation_test_results/urs-050-other-rep-trunk-stock/2026-04-23T03-43-21-308Z/screenshots/emails/2026-04-23T03-44-19-116Z-New_Bill-Only_Order_-_4_22_2026_-_ZuriMED_BO-1.png" } ], "auditEventEvidence": [ { "createdAt": "2026-04-23T03:43:23.483Z", "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": "2026-04-23T03:43:32.892Z", "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": "2026-04-23T03:43:47.513Z", "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": "2026-04-23T03:44:18.654Z", "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": "019db870-44f4-7496-a32e-e56d5f34dad2", "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": "2026-04-23T03:44:19.130Z", "eventType": "transactional_email", "action": "new_bill_only", "userEmail": null, "userId": null, "organizationName": "StellarTech Medical Solutions", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": "019db870-44f4-7496-a32e-e56d5f34dad2", "secondaryObjectId": null, "payload": { "to": [ "bob.kauffman@stellartech.com" ], "s3Path": "email-audit/b2c3d4e5-f6a7-8901-bcde-f12345678901/019db870-46b0-7e84-bfa8-16f2cb31a79d/", "subject": "New Bill-Only Order - 4/22/2026 - ZuriMED BO-1", "messageId": "dev-console-log", "relatedEntityType": "billing_order" }, "route": null, "traceId": null }, { "createdAt": "2026-04-23T03:44:24.305Z", "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 3: Other rep trunk selection", "expectedAction": "decision:bill_only_order.enqueue_upload_classification", "found": true } ], "emailAssertions": [ { "stepName": "Step 3: Other rep trunk selection", "expectedTemplate": "New Bill-Only Order", "found": true } ] }