URS-007 · Account Creation with Required Fields

Title: Account Creation with Required Fields Date: 2026-09-29T02:24:40.649Z Duration: 181.1s Overall Status: ✅ PASS

User Requirement

The system shall allow creation of new accounts with required fields (facility name, contacts, addresses).

Source: User_Requirement_Specifications_Vantis_DeviceFlow.xlsx — the run below proves the system meets this requirement.

Environment

• Inbox URL: http://localhost:39195
• Database: localhost:34729/cc_repinbox_dev

Setup

Status: ✅ PASS

Test Steps

Each step below corresponds to one Playwright test that ran sequentially. Screenshots and video recordings provide visual evidence of the UI behaviour.

1. Step 1: Login as distributor admin — ✅ PASS

What this step proves:

Establishes that a distributor admin can authenticate and reach the authenticated application. This user holds the sales_accounts:create permission required to access the account creation form. Verifying successful login confirms the entry-point prerequisite for the creation flow.

Audit events generated by this step:

(Evidence matched by declared name — step timing not available or no events fell in window)

Time	Type	Action	User	Org	Performed
2026-09-29 02:25:15Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—
2026-09-29 02:25:25Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—
2026-09-29 02:25:37Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—
2026-09-29 02:25:49Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—
2026-09-29 02:26:42Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—
2026-09-29 02:27:01Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—
2026-09-29 02:27:29Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—
2026-09-29 02:27:36Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—

Screenshots:

Video recording:

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2. Step 2: Navigate to account creation form — ✅ PASS

What this step proves:

Confirms the “New Account” entry point on the Sales Accounts list is functional and navigates to the multi-step creation wizard. The list page and the creation form header are both captured as evidence that the routing from list to wizard is working correctly.

Screenshots:

Video recording:

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3. Step 3: Validation error when facility name is missing — ✅ PASS

What this step proves:

Proves the system enforces the facility name and sales representative as required fields on Step 2 of the account creation wizard. Clicking Next without filling either field triggers two distinct validation errors, and the form does not advance to the next step.

Screenshots:

Video recording:

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4. Step 4: Validation error when shipping address is missing — ✅ PASS

What this step proves:

Proves the system enforces shipping address as a required field on Step 3. After filling the facility name and assigning a sales rep, advancing without providing street, city, state, and zip triggers a “Shipping address is required” validation error.

Screenshots:

Video recording:

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5. Step 5: Validation error when primary contact is missing — ✅ PASS

What this step proves:

Proves the system enforces the billing contact fields (name, email, phone) as required on Step 4. After providing a valid shipping address, attempting to advance with an empty billing contact section triggers three separate validation errors — one for each required field.

Screenshots:

Video recording:

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6. Step 6: Fill all required fields and submit — ✅ PASS

What this step proves:

Demonstrates the complete happy-path account creation flow. All required fields are provided across the six-step wizard (facility name, sales rep, shipping address, shipping contact, billing contact, and pricing). Submission completes with a success confirmation, proving that the system accepts and persists a fully completed account.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:27:06.744Z → 2026-09-29T02:27:24.816Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:27:23Z	decision	representatives.gate_rep_action	dan.distributor@corvetasurgical.com	Vantis	no
2026-09-29 02:27:23Z	decision	refresh_unassigned_cycle_counts_review_item	dan.distributor@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:27:23Z	decision	auto_approve_sales_account	dan.distributor@corvetasurgical.com	Vantis	no
2026-09-29 02:27:23Z	decision	sync_cycle_count_item_assignment_for_sales_account_rep	dan.distributor@corvetasurgical.com	Vantis	no
2026-09-29 02:27:23Z	checklist	checklists.create	dan.distributor@corvetasurgical.com	Vantis	—
2026-09-29 02:27:23Z	decision	sync_location_fan_out_item_assignment_for_sales_account_rep	dan.distributor@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:27:23Z	user_log	sales_account:created	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—

Screenshots:

Video recording:

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7. Step 7: Verify account appears in the accounts list — ✅ PASS

What this step proves:

Confirms the newly created account is persisted and visible in the Sales Accounts list. Searching for the facility name and finding the matching row demonstrates that the form submission created a real database record that is queryable and displayed in the UI.

Screenshots:

Video recording:

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8. Step 8: Verify account detail page shows all fields — ✅ PASS

What this step proves:

Confirms the facility name and shipping address entered during creation are correctly stored and rendered on the account detail page. Opening the account and verifying the heading and address text proves end-to-end persistence of the required fields through the creation wizard.

Screenshots:

Video recording:

---

Database Validations

The following SQL queries ran against the application database after the Playwright scenarios completed. Each query asserts a specific condition that proves the feature under test persisted its data correctly.

Account created with required facility name — ✅ PASS

Assertion: sales_accounts row with name “Vantis Test Facility (URS-007)” should exist and be linked to Vantis (manufacturer) and Corveta (distributor)

SELECT id, name, status,
                             manufacturer_organization_id, distributor_organization_id,
                             shipping_location_id, billing_contact_id, shipping_contact_id,
                             created_at
                        FROM sales_accounts
                       WHERE name = $1
                         AND manufacturer_organization_id = $2
                         AND distributor_organization_id = $3

id	name	status	manufacturer_organization_id	distributor_organization_id	shipping_location_id	billing_contact_id	shipping_contact_id	created_at
01a0eafc-fc5a-7334-b69a-9c5fdc252eef	Vantis Test Facility (URS-007)	proposed	a1b2c3d4-e5f6-7890-abcd-ef1234567890	b2c3d4e5-f6a7-8901-bcde-f12345678901	01a0eafc-fc50-75cf-be60-1fc397c62b22	01a0eafc-fc56-78dc-9149-18fecbe24ea3	01a0eafc-fc53-72fa-bd71-71712f513a8c	2026-09-29T02:27:23.320Z

Shipping address persisted with required fields — ✅ PASS

Assertion: real_world_locations row referenced by shipping_location_id should contain street “123 Medical Drive”, city “Springfield”, state “IL”, zip “62701”

SELECT id, name, street_address, city, state, zip, country, active
                         FROM real_world_locations
                        WHERE id = $1

id	name	street_address	city	state	zip	country	active
01a0eafc-fc50-75cf-be60-1fc397c62b22	Vantis Test Facility (URS-007)	123 Medical Drive	Springfield	IL	62701	US	true

Primary contact persisted with required name — ✅ PASS

Assertion: contacts row referenced by billing_contact_id should have name “John Smith”

SELECT id, name, organization_id, active
                        FROM contacts
                       WHERE id = $1

id	name	organization_id	active
01a0eafc-fc56-78dc-9149-18fecbe24ea3	John Smith	a1b2c3d4-e5f6-7890-abcd-ef1234567890	true

Primary contact email saved — ✅ PASS

Assertion: contact_items row with type=‘email’ should exist for the billing contact, value=john.smith@vantis-test-facility.example.com

SELECT id, contact_id, type, value
                      FROM contact_items
                     WHERE contact_id = $1
                       AND type = 'email'

id	contact_id	type	value
01a0eafc-fc57-742b-90e3-6443aef1a251	01a0eafc-fc56-78dc-9149-18fecbe24ea3	email	john.smith@vantis-test-facility.example.com

Primary contact phone saved — ✅ PASS

Assertion: contact_items row with type=‘phone’ should exist for the billing contact (standardized to +15551234567)

SELECT id, contact_id, type, value
                      FROM contact_items
                     WHERE contact_id = $1
                       AND type = 'phone'

id	contact_id	type	value
01a0eafc-fc58-74dc-bd17-46b375c8f832	01a0eafc-fc56-78dc-9149-18fecbe24ea3	phone	+15551234567

Shipping contact persisted with required name — ✅ PASS

Assertion: contacts row referenced by shipping_contact_id should have name “John Smith”

SELECT id, name, organization_id, active
                                FROM contacts
                               WHERE id = $1

id	name	organization_id	active
01a0eafc-fc53-72fa-bd71-71712f513a8c	John Smith	a1b2c3d4-e5f6-7890-abcd-ef1234567890	true

Shipping contact email saved — ✅ PASS

Assertion: contact_items row with type=‘email’ should exist for the shipping contact, value=john.smith@vantis-test-facility.example.com

SELECT id, contact_id, type, value
                              FROM contact_items
                             WHERE contact_id = $1
                               AND type = 'email'

id	contact_id	type	value
01a0eafc-fc55-7d2a-820b-6325f45b0b05	01a0eafc-fc53-72fa-bd71-71712f513a8c	email	john.smith@vantis-test-facility.example.com

Sales rep assigned to the new account — ✅ PASS

Assertion: sales_account_user_assignments should have an active row linking Blair Bennett to the new account

SELECT sales_account_id, user_id, active, representative_type
                           FROM sales_account_user_assignments
                          WHERE sales_account_id = $1
                            AND user_id = $2
                            AND active = true

sales_account_id	user_id	active	representative_type
01a0eafc-fc5a-7334-b69a-9c5fdc252eef	17b8c9d0-e1f2-3456-1234-567890123456	true	salesperson

Audit & Email Assertion Ledger

Per-declaration outcome of every expectedAuditActions and expectedEmailTemplates entry written into the orchestrator. Missing evidence here is a real test failure, not a soft warning.

Audit Action Assertions

Each row asserts that a declared expectedAuditActions entry produced a matching row in audit_events. A ❌ flips overall status to FAIL — the declaration is real proof, not just an annotation.

Step	Expected Audit Action	Found
Step 1: Login as distributor admin	user_log:user:login	✅
Step 6: Fill all required fields and submit	user_log:sales_account:created	✅

Audit Log Events

Every row written to audit_events while this test was running (scoped to the demo organizations). Provides compliance evidence that user actions are traced end-to-end (URS-003).

Capture window start: 2026-09-29T02:24:39.055Z

SELECT
    ae.created_at,
    ae.event_type,
    ae.action,
    ae.user_id,
    u.email AS user_email,
    ae.organization_id,
    o.name AS organization_name,
    ae.object_id,
    ae.secondary_object_id,
    ae.payload,
    ae.route,
    ae.trace_id
  FROM audit_events ae
  LEFT JOIN users u ON u.id = ae.user_id
  LEFT JOIN organizations o ON o.id = ae.organization_id
  WHERE ae.created_at >= $1
    AND ae.organization_id = ANY($2::uuid[])
  ORDER BY ae.created_at ASC

17 event(s) captured:

Time	Type	Action	User	Org	Object ID	Performed	Reason
2026-09-29 02:24:39Z	decision	upgrade_lot_expiration_checklist_priority	—	Corveta Surgical Group	b2c3d4e5-f6a7-8901-bcde-f12345678901	no	no_open_checklists_below_high
2026-09-29 02:24:40Z	decision	ensure_lot_expiration_checklist	—	Corveta Surgical Group	b2c3d4e5-f6a7-8901-bcde-f12345678901	yes	created_1_reopened_0_already_open_1_refreshed_1
2026-09-29 02:25:15Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:25:25Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:25:37Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:25:49Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:26:42Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:27:01Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:27:23Z	decision	representatives.gate_rep_action	dan.distributor@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:27:23Z	decision	refresh_unassigned_cycle_counts_review_item	dan.distributor@corvetasurgical.com	Corveta Surgical Group	b2c3d4e5-f6a7-8901-bcde-f12345678901	no	no_unassigned_locations
2026-09-29 02:27:23Z	decision	auto_approve_sales_account	dan.distributor@corvetasurgical.com	Vantis	01a0eafc-fc5a-7334-b69a-9c5fdc252eef	no	Auto-approval suppressed because an account number is required before activation
2026-09-29 02:27:23Z	decision	sync_cycle_count_item_assignment_for_sales_account_rep	dan.distributor@corvetasurgical.com	Vantis	01a0eafc-fc5a-7334-b69a-9c5fdc252eef	no	no_active_cycle_count_items_for_shipping_location
2026-09-29 02:27:23Z	checklist	checklists.create	dan.distributor@corvetasurgical.com	Vantis	01a0eafc-fc78-7ad9-8af0-063cb25d9a95	—
2026-09-29 02:27:23Z	decision	sync_location_fan_out_item_assignment_for_sales_account_rep	dan.distributor@corvetasurgical.com	Corveta Surgical Group	01a0eafc-fc5a-7334-b69a-9c5fdc252eef	no	no_active_fan_out_items_for_shipping_location
2026-09-29 02:27:23Z	user_log	sales_account:created	dan.distributor@corvetasurgical.com	Corveta Surgical Group	01a0eafc-fc5a-7334-b69a-9c5fdc252eef	—
2026-09-29 02:27:29Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:27:36Z	user_log	user:login	dan.distributor@corvetasurgical.com	Corveta Surgical Group	—	—

Downloads

• audit-events.json
• report.md
• result.json
• screenshots-index.json
• step-timings.json

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