{ "ursId": "URS-055", "title": "Restrict uncertified reps from actions until approved", "timestamp": "2026-09-29T02:25:14.883Z", "durationMs": 194524, "config": { "inboxUrl": "http://localhost:44137", "dbHost": "localhost", "dbPort": 32891, "dbName": "cc_repinbox_dev" }, "setup": { "status": "pass" }, "scenarios": [ { "name": "Step 1: Bill-only blocked", "status": "pass", "description": "Step 1: Bill-only blocked", "screenshots": [ "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-01-ryan-dashboard.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-01-billing-blocked.png" ], "explanation": "A sales rep who has not completed the manufacturer's required certification attempts to create a bill-only order. The form shows a \"Certification required\" notice linking to the certification checklist, and the gated manufacturer is absent from the manufacturer picker — confirming that the certification requirement is enforced before any order can be submitted.", "startedAt": "2026-09-29T02:25:25.835Z", "finishedAt": "2026-09-29T02:25:31.808Z", "videoPath": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/videos/step-01-billing-blocked.webm" }, { "name": "Step 2: Order request trunk allowed", "status": "pass", "description": "Step 2: Order request trunk allowed", "screenshots": [ "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-02-order-request-trunk-allowed.png" ], "startedAt": "2026-09-29T02:25:43.472Z", "finishedAt": "2026-09-29T02:25:43.472Z", "videoPath": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/videos/step-02-order-request-trunk-allowed.webm" }, { "name": "Step 3: Certified rep control", "status": "pass", "description": "Step 3: Certified rep control", "screenshots": [ "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-03-bob-billing-form.png" ], "explanation": "A certified sales rep navigates through the bill-only form without being blocked. The form heading and step indicator both render, and the certification-required notice is absent — confirming the restriction is applied only to uncertified reps.\n\nBlair's relationship row has `active = true` in the fixtures, which is the column the gating logic (`getAvailableFulfillingOrganizations`) consults. The `status` column in the demo data may read `proposed_pending_onboarding` rather than `active` because the seed set preserves the original onboarding history — but the boolean `active` flag is authoritative for whether the rep may place orders, which is why the DB assertion in this run checks `active = true` for the control case rather than the `status` string.", "startedAt": "2026-09-29T02:25:54.588Z", "finishedAt": "2026-09-29T02:25:54.588Z", "videoPath": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/videos/step-03-certified-control.webm" }, { "name": "Step 4: Rep completes certification", "status": "pass", "description": "Step 4: Rep completes certification", "screenshots": [ "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-04-identity-verified.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-04-doc-acknowledged.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-04-quiz-answers.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-04-signature.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-04-completed.png" ], "explanation": "The gated rep opens the manufacturer's required certification and completes it in the UI: opens and acknowledges the training document (timestamped server-side), passes the knowledge check (graded server-side), and signs. Completion activates the representation relationship (status='active', reason_code='certification_completed') — this is what lifts both order gates.", "expectedAuditActions": [ "certification:completed" ], "startedAt": "2026-09-29T02:26:47.210Z", "finishedAt": "2026-09-29T02:26:58.286Z", "videoPath": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/videos/step-04-rep-certification.webm" }, { "name": "Step 5: Bill-only after certification", "status": "pass", "description": "Step 5: Bill-only after certification", "screenshots": [ "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-05-billing-form-accessible.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-05-devices-selected.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-05-review.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-05-order-submitted.png" ], "explanation": "The newly certified rep navigates to the bill-only form and is no longer blocked. The form is accessible and the order is submitted successfully, confirming that certification takes immediate effect.", "startedAt": "2026-09-29T02:27:05.940Z", "finishedAt": "2026-09-29T02:27:29.775Z", "videoPath": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/videos/step-05-billing-submitted.webm" }, { "name": "Step 6: Order request after certification", "status": "pass", "description": "Step 6: Order request after certification", "screenshots": [ "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-06-order-request-form-accessible.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-06-order-request-product.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-06-order-request-review.png", "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/step-06-order-request-submitted.png" ], "explanation": "The certified rep navigates to the standard order request form without the approval warning, then submits a consignment order end-to-end. A DB assertion subsequently confirms that a row was persisted to the `order_requests` table — proving the post-certification path is unlocked at the database level, not just the UI level.", "startedAt": "2026-09-29T02:28:07.880Z", "finishedAt": "2026-09-29T02:28:26.526Z", "videoPath": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/videos/step-06-order-request-submitted.webm" } ], "dbValidations": [ { "name": "Rana relationship now active", "query": "SELECT id, status, active, responded_at, responded_by_user_id\n FROM organization_representation_relationships\n WHERE id = $1", "status": "pass", "rows": [ { "id": "95d6e7f8-a9b0-1234-9012-345678901234", "status": "active", "active": true, "responded_at": null, "responded_by_user_id": null } ], "assertion": "Rana's representation relationship should be active after certification completion" }, { "name": "Blair relationship still active (control)", "query": "SELECT id, status, active\n FROM organization_representation_relationships\n WHERE id = $1", "status": "pass", "rows": [ { "id": "84c5d6e7-f8a9-0123-8901-234567890123", "status": "proposed_pending_onboarding", "active": true } ], "assertion": "Blair's relationship should remain `active = true` (the column the certification gate actually reads) and be unaffected by Rana's approval. The `status` string in this row is informational only and may read `proposed_pending_onboarding` from the seed data." }, { "name": "Certification completion status change recorded", "query": "SELECT id, to_status, from_status, reason_code, changed_by_user_id, created_at\n FROM organization_representation_request_status_changes\n WHERE relationship_id = $1\n AND created_at > NOW() - INTERVAL '30 minutes'\n ORDER BY created_at DESC\n LIMIT 5", "status": "pass", "rows": [ { "id": "01a0eafc-9a1a-7ced-b964-aee406836e38", "to_status": "active", "from_status": "pending_certification", "reason_code": "certification_completed", "changed_by_user_id": "28c9d0e1-f2a3-4567-2345-678901234567", "created_at": "2026-09-29T02:26:58.172Z" } ], "assertion": "A status change to 'active' with reason_code 'certification_completed' should be recorded in the history table" }, { "name": "Rana's certification record created on completion", "query": "SELECT rep_user_id, certification_id, certification_version_id,\n completed_at, signature_ref\n FROM certification_records\n WHERE rep_user_id = $1 AND certification_id = $2", "status": "pass", "rows": [ { "rep_user_id": "28c9d0e1-f2a3-4567-2345-678901234567", "certification_id": "ce000100-0000-4000-8000-000000000001", "certification_version_id": "ce000200-0000-4000-8000-000000000002", "completed_at": "2026-09-29T02:26:58.181Z", "signature_ref": "01a0eafc-9a05-76de-8074-2067c5092048" } ], "assertion": "Exactly one certification record should exist for Rana, on the current version, with a completion timestamp and a signature reference" }, { "name": "Bill-only order created by Rana after certification", "query": "SELECT bo.id, bo.order_number, bo.status, 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": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "order_number": "BO-1", "status": "submitted", "created_at": "2026-09-29T02:27:27.320Z", "created_by_user_id": "28c9d0e1-f2a3-4567-2345-678901234567" } ], "assertion": "At least one bill-only order should have been created by Rana after being certified" }, { "name": "Order request created by Rana after certification", "query": "SELECT id, request_number, order_type, status, sales_account_id, notes, created_at\n FROM order_requests\n WHERE requested_by_user_id = $1\n AND notes LIKE $2\n AND created_at > NOW() - INTERVAL '30 minutes'\n ORDER BY created_at DESC\n LIMIT 5", "status": "pass", "rows": [ { "id": "01a0eafd-eacb-7a28-b19c-2d5dd0fa2596", "request_number": "OR-2", "order_type": "dropship", "status": "submitted", "sales_account_id": "fea7b8c9-d0e1-2345-0123-456789012345", "notes": "URS-055: post-certification order request", "created_at": "2026-09-29T02:28:24.367Z" } ], "assertion": "A standard order request should have been persisted by Rana after certification (Step 6) — tagged with the URS-055 notes marker" }, { "name": "Audit trail for certification completion", "query": "SELECT ae.id, ae.event_type, ae.action, ae.created_at, ae.user_id, ae.object_id,\n substring(ae.payload::text, 1, 500) as payload_preview\n FROM audit_events ae\n WHERE ae.created_at > NOW() - INTERVAL '30 minutes'\n AND (ae.object_id = $1 OR ae.object_id = $2)\n ORDER BY ae.created_at DESC\n LIMIT 10", "status": "pass", "rows": [ { "id": "01a0eafc-9a1e-7c54-919b-96deb2953d4d", "event_type": "organization_representation", "action": "status_change", "created_at": "2026-09-29T02:26:58.172Z", "user_id": "28c9d0e1-f2a3-4567-2345-678901234567", "object_id": "95d6e7f8-a9b0-1234-9012-345678901234", "payload_preview": "{\"reason\": \"Certification completed\", \"toStatus\": \"active\", \"fromStatus\": \"pending_certification\", \"reasonCode\": \"certification_completed\", \"requestingOrganizationId\": \"b2c3d4e5-f6a7-8901-bcde-f12345678901\"}" }, { "id": "01a0eafc-9a24-7566-a684-5c2d868c37d7", "event_type": "decision", "action": "certifications.complete_certification.mark_relationship_certified", "created_at": "2026-09-29T02:26:58.172Z", "user_id": "28c9d0e1-f2a3-4567-2345-678901234567", "object_id": "95d6e7f8-a9b0-1234-9012-345678901234", "payload_preview": "{\"reason\": \"relationship_pending_certification\", \"performed\": true, \"entityType\": \"organization_representation_relationship\"}" } ], "assertion": "Audit/decision events should exist referencing Rana or his relationship after the certification completion" } ], "overallStatus": "pass", "outputDir": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z", "auditStartTime": "2026-09-29T02:25:13.558Z", "emailEvidence": [ { "subject": "Your signing code for LiraLock Implant System Certification", "template": "Your_signing_code_for_LiraLock_Implant_System_Certification", "screenshotPath": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/emails/2026-09-29T02-26-45-021Z-Your_signing_code_for_LiraLock_Implant_System_Certification.png" }, { "subject": "New Bill-Only Order - 9/28/2026 - Vantis BO-1", "template": "New_Bill-Only_Order_-_9_28_2026_-_Vantis_BO-1", "screenshotPath": "/home/runner/_work/code/code/validation_test_results/urs-055-uncertified-rep-restrictions/2026-09-29T02-25-14-883Z/screenshots/emails/2026-09-29T02-27-28-658Z-New_Bill-Only_Order_-_9_28_2026_-_Vantis_BO-1.png" } ], "auditEventEvidence": [ { "createdAt": "2026-09-29T02:25:23.451Z", "eventType": "user_log", "action": "user:login", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "rana.reyes@corvetasurgical.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-09-29T02:25:37.015Z", "eventType": "user_log", "action": "user:login", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "rana.reyes@corvetasurgical.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-09-29T02:25:48.707Z", "eventType": "user_log", "action": "user:login", "userEmail": "blair.bennett@corvetasurgical.com", "userId": "17b8c9d0-e1f2-3456-1234-567890123456", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "blair.bennett@corvetasurgical.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-09-29T02:26:39.848Z", "eventType": "user_log", "action": "user:login", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "rana.reyes@corvetasurgical.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-09-29T02:26:43.775Z", "eventType": "certification", "action": "signing_code_issued", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "ce000100-0000-4000-8000-000000000001", "secondaryObjectId": "01a0eafc-6225-7d53-8233-cb1833f8f9cd", "payload": { "expiresAt": "2026-10-13T02:26:43.877Z" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:43.775Z", "eventType": "decision", "action": "certifications.signing_challenge.send_sms", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafc-6225-7d53-8233-cb1833f8f9cd", "secondaryObjectId": null, "payload": { "reason": "no_phone_channel", "performed": false, "entityType": "certification_signing_challenge" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:45.072Z", "eventType": "transactional_email", "action": "certification_signing_code", "userEmail": null, "userId": null, "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafc-6225-7d53-8233-cb1833f8f9cd", "secondaryObjectId": null, "payload": { "to": "rana.reyes@corvetasurgical.com", "s3Path": "email-audit/a1b2c3d4-e5f6-7890-abcd-ef1234567890/01a0eafc-66ab-7433-8bdd-f7769030622c/", "subject": "Your signing code for LiraLock Implant System Certification", "messageId": "dev-console-log", "relatedEntityType": "certification_signing_challenge" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:47.159Z", "eventType": "certification", "action": "signing_code_verified", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "ce000100-0000-4000-8000-000000000001", "secondaryObjectId": "01a0eafc-6225-7d53-8233-cb1833f8f9cd", "payload": { "signingWindowExpiresAt": "2026-09-29T06:26:47.162Z" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:54.167Z", "eventType": "decision", "action": "forms.grade_submission", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "ce000300-0000-4000-8000-000000000002", "secondaryObjectId": null, "payload": { "reason": "all_answers_correct", "stepId": "final", "performed": true, "entityType": "form_definition", "gradedCount": 3, "incorrectCount": 0 }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:58.172Z", "eventType": "certification", "action": "signing_code_consumed", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "ce000100-0000-4000-8000-000000000001", "secondaryObjectId": "01a0eafc-6225-7d53-8233-cb1833f8f9cd", "payload": { "signatureId": "01a0eafc-9a05-76de-8074-2067c5092048" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:58.172Z", "eventType": "decision", "action": "certifications.complete_certification.issue_certificate", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafc-9a05-76de-8074-2066a386833d", "secondaryObjectId": "01a0eafc-9a28-78a1-b912-357c24cfdb65", "payload": { "reason": "quiz_backed_completion", "performed": true, "entityType": "certification_record" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:58.172Z", "eventType": "decision", "action": "certifications.complete_certification.mark_relationship_certified", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "95d6e7f8-a9b0-1234-9012-345678901234", "secondaryObjectId": "01a0eafc-9a05-76de-8074-2066a386833d", "payload": { "reason": "relationship_pending_certification", "performed": true, "entityType": "organization_representation_relationship" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:58.172Z", "eventType": "organization_representation", "action": "status_change", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "95d6e7f8-a9b0-1234-9012-345678901234", "secondaryObjectId": null, "payload": { "reason": "Certification completed", "toStatus": "active", "fromStatus": "pending_certification", "reasonCode": "certification_completed", "requestingOrganizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:58.172Z", "eventType": "certification", "action": "completed", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafc-9a05-76de-8074-2066a386833d", "secondaryObjectId": "ce000100-0000-4000-8000-000000000001", "payload": { "repUserId": "28c9d0e1-f2a3-4567-2345-678901234567", "versionNumber": 2 }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:58.218Z", "eventType": "user_log", "action": "rep_relationship_certified", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": null, "secondaryObjectId": null, "payload": { "reason": "Certification completed", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "userName": "Rana Reyes", "userEmail": "rana.reyes@corvetasurgical.com", "relationshipId": "95d6e7f8-a9b0-1234-9012-345678901234", "distributorOrganizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "manufacturerOrganizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890" }, "route": "/onboarding/[orgshortname]/certification", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-09-29T02:26:59.728Z", "eventType": "certification_certificate", "action": "issued", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafc-9a28-78a1-b912-357c24cfdb65", "secondaryObjectId": "95d6e7f8-a9b0-1234-9012-345678901234", "payload": null, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:26:59.919Z", "eventType": "certification_completion_record", "action": "issued", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafc-9a2b-708c-9bd8-16e676557758", "secondaryObjectId": "01a0eafc-9a05-76de-8074-2066a386833d", "payload": { "relationshipId": "95d6e7f8-a9b0-1234-9012-345678901234" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:01.248Z", "eventType": "user_log", "action": "user:login", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "rana.reyes@corvetasurgical.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-09-29T02:27:13.176Z", "eventType": "decision", "action": "bill_only_order.duplicate_submission_block", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": "fea7b8c9-d0e1-2345-0123-456789012345", "secondaryObjectId": null, "payload": { "step": "surgery", "reason": "no_same_day_candidates", "performed": false, "entityType": "sales_account", "vetoedCount": 0, "flaggedCount": 0, "candidateCount": 0, "matchedSignals": { "patientId": false, "surgeonName": false, "patientLastName": false }, "unmatchedCount": 0 }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "decision", "action": "representatives.gate_rep_action", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "secondaryObjectId": null, "payload": { "reason": "no_blocking_relationship", "orderType": null, "performed": false, "entityType": "organization", "gatedAction": "bill_only", "isOwnTrunkDestination": null, "requestingOrganizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "decision", "action": "bill_only_order.inventory_items_decrement", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "secondaryObjectId": null, "payload": { "reason": "inventory_items_decremented", "itemCount": 1, "performed": true, "entityType": "billing_order", "hasCaseToteItems": false }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "decision", "action": "bill_only_order.direct_po_import_on_create", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "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": "2026-09-29T02:27:27.320Z", "eventType": "billing_order", "action": "status_change", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "secondaryObjectId": null, "payload": { "reason": null, "toStatus": "submitted", "fromStatus": null, "automatedAction": false }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "decision", "action": "basicErp.deriveSalesOrder", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "secondaryObjectId": null, "payload": { "reason": "flag_disabled", "performed": false, "entityType": "billing_order" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "scheduled_task", "action": "scheduled_task.scheduled", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-0c46-7466-8402-7d347ba2f96e", "secondaryObjectId": null, "payload": { "entityId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "revision": 0, "taskKind": "bill_only_po_missing_followup", "entityType": "billing_order", "scheduledAt": "2026-10-06T02:27:27.428Z" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "scheduled_task", "action": "scheduled_task.scheduled", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-0c4a-7714-b545-9bcd8ac33a5f", "secondaryObjectId": null, "payload": { "entityId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "revision": 0, "taskKind": "bill_only_po_missing_followup", "entityType": "billing_order", "scheduledAt": "2026-10-13T02:27:27.428Z" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "scheduled_task", "action": "scheduled_task.scheduled", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-0c4d-745e-a2e6-2d9ad2b546b9", "secondaryObjectId": null, "payload": { "entityId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "revision": 0, "taskKind": "bill_only_po_missing_followup", "entityType": "billing_order", "scheduledAt": "2026-10-20T02:27:27.428Z" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "decision", "action": "bill_only.link_purchase_order", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "secondaryObjectId": null, "payload": { "reason": "no_purchase_order_selected", "performed": false, "entityType": "billing_order", "salesOrganizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "manufacturerOrganizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "decision", "action": "bill_only_order.duplicate_submission_block", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": "fea7b8c9-d0e1-2345-0123-456789012345", "secondaryObjectId": null, "payload": { "step": "review", "reason": "no_same_day_candidates", "performed": false, "entityType": "sales_account", "vetoedCount": 0, "flaggedCount": 0, "candidateCount": 0, "matchedSignals": { "patientId": false, "surgeonName": false, "patientLastName": false }, "unmatchedCount": 0 }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:27.320Z", "eventType": "decision", "action": "representatives.gate_rep_action", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "secondaryObjectId": null, "payload": { "reason": "no_blocking_relationship", "orderType": null, "performed": false, "entityType": "organization", "gatedAction": "bill_only", "isOwnTrunkDestination": null, "requestingOrganizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:28.178Z", "eventType": "decision", "action": "bill_only.notifications.cc_incident_recipients", "userEmail": null, "userId": null, "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "secondaryObjectId": null, "payload": { "reason": "order has no no-charge item with an incident reason", "performed": false, "entityType": "billing_order" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:27:28.678Z", "eventType": "transactional_email", "action": "new_bill_only", "userEmail": null, "userId": null, "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": "01a0eafd-0c1b-770f-8f1c-80b4c85d3fb2", "secondaryObjectId": null, "payload": { "to": [ "rana.reyes@corvetasurgical.com" ], "s3Path": "email-audit/b2c3d4e5-f6a7-8901-bcde-f12345678901/01a0eafd-111a-7b72-92dd-474c0ab1a5d9/", "subject": "New Bill-Only Order - 9/28/2026 - Vantis BO-1", "messageId": "dev-console-log", "relatedEntityType": "billing_order" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:28:03.320Z", "eventType": "user_log", "action": "user:login", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Corveta Surgical Group", "organizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901", "objectId": null, "secondaryObjectId": null, "payload": { "email": "rana.reyes@corvetasurgical.com" }, "route": "/login", "traceId": "00000000000000000000000000000000" }, { "createdAt": "2026-09-29T02:28:24.367Z", "eventType": "decision", "action": "order_request_created", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-eacb-7a28-b19c-2d5dd0fa2596", "secondaryObjectId": null, "payload": { "reason": "Order request OR-2 created (importSource=manual)", "priority": "normal", "itemCount": 1, "orderType": "dropship", "performed": true, "entityType": "order_request", "importSource": "manual", "requestNumber": "OR-2", "selfFulfilled": false, "resolvedLocationId": "6ea3b4c5-d6e7-8901-6789-012345678901", "resolvedSalesAccountId": "fea7b8c9-d0e1-2345-0123-456789012345", "fulfillingOrganizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "requestingOrganizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901" }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:28:24.367Z", "eventType": "checklist", "action": "checklists.create", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "01a0eafd-ead8-7ebf-ad80-4d4ed7ee4bfc", "secondaryObjectId": null, "payload": { "title": "Order OR-2", "source": { "type": "order_request", "orderRequestId": "01a0eafd-eacb-7a28-b19c-2d5dd0fa2596" } }, "route": null, "traceId": null }, { "createdAt": "2026-09-29T02:28:24.367Z", "eventType": "decision", "action": "representatives.gate_rep_action", "userEmail": "rana.reyes@corvetasurgical.com", "userId": "28c9d0e1-f2a3-4567-2345-678901234567", "organizationName": "Vantis", "organizationId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "objectId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890", "secondaryObjectId": null, "payload": { "reason": "no_blocking_relationship", "orderType": "dropship", "performed": false, "entityType": "organization", "gatedAction": "order_request", "isOwnTrunkDestination": false, "requestingOrganizationId": "b2c3d4e5-f6a7-8901-bcde-f12345678901" }, "route": null, "traceId": null } ], "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 4: Rep completes certification", "expectedAction": "certification:completed", "found": true } ], "emailAssertions": [] }