{ "roles": [ { "id": "public-bi-connector", "title": "Public BI OAuth credential for inspection cases", "oauth": { "grantType": "authorization_code", "loginRole": "admin", "clientId": "5M-Jie12V1h65_qvE499b09PGMHH1yCXF_YvGnJ3N88", "redirectUri": "http://127.0.0.1:1717/callback", "scope": "external.records.read" }, "modules": [] }, { "id": "admin", "title": "Admin baseline inspection", "credentials": { "usernameEnv": "STAGING_INSPECTION_ADMIN_USERNAME", "passwordEnv": "STAGING_INSPECTION_ADMIN_PASSWORD" }, "modules": [ { "id": "global", "title": "Global baseline", "functions": [ { "id": "frontend-health", "title": "Frontend and health endpoints respond", "kind": "http_probe", "requests": [ { "path": "/", "expectStatus": 200 }, { "path": "/health", "expectStatus": 200, "retry": { "attempts": 5, "intervalMs": 2000 } } ] }, { "id": "admin-login-dashboard", "title": "Admin can log in and reach dashboard", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "/" }, { "action": 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}, { "action": "forbidAnyText", "values": [ "Search is temporarily unavailable", "Error Loading Object", "Request failed with status 504" ] } ] } ] }, { "id": "crm-core", "title": "Core CRM objects", "functions": [ { "id": "account-create-api", "title": "Account create API succeeds and record is readable", "kind": "api_create", "requiredFixtures": [ "payloads.accountCreate" ], "request": { "method": "POST", "path": "/services/data/v63.0/sobjects/Account", "body": { "__template": "{{payloads.accountCreate}}" }, "expectStatusRange": [ 200, 299 ], "readback": { "path": "/services/data/v63.0/sobjects/Account/{{__createdId}}", "expectStatus": 200 } } }, { "id": "account-create-ai-api", "title": "AI Account create API succeeds and record is readable", "kind": "api_create", "requiredFixtures": [ "payloads.accountCreateAI" ], "request": { "method": "POST", "path": "/services/data/v63.0/sobjects/Account", "body": { "__template": "{{payloads.accountCreateAI}}" }, "expectStatusRange": [ 200, 299 ], "readback": { "path": "/services/data/v63.0/sobjects/Account/{{__createdId}}", "expectStatus": 200 } } }, { "id": "lead-create-api", "title": "Lead create API succeeds and record is readable", "kind": "api_create", "requiredFixtures": [ "payloads.leadCreate" ], "request": { "method": "POST", "path": "/services/data/v63.0/sobjects/Lead", "body": { "__template": "{{payloads.leadCreate}}" }, "expectStatusRange": [ 200, 299 ], "readback": { "path": "/services/data/v63.0/sobjects/Lead/{{__createdId}}", "expectStatus": 200 } } }, { "id": "contact-create-api", "title": "Contact create API succeeds and record is readable", "kind": "api_create", "requiredFixtures": [ "payloads.contactCreate" ], "request": { "method": "POST", "path": "/services/data/v63.0/sobjects/Contact", "body": { "__template": "{{payloads.contactCreate}}" }, "expectStatusRange": [ 200, 299 ], "readback": { "path": "/services/data/v63.0/sobjects/Contact/{{__createdId}}", "expectStatus": 200 } } }, { "id": 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"cases/r22-product/legacy-guard/legacy-line-tables-stay-empty-api.json", "cases/r22-product/legacy-guard/legacy-order-product-retired-api.json", "cases/r22-product/contract/contract-upload-effective-transition-api.json", "cases/r22-product/contract/contract-status-transition-api.json", "cases/r22-product/contract/contract-migrated-files-present-api.json", "cases/r22-product/contract/contract-migrated-file-download-api.json", "cases/r22-product/order/order-create-clones-quote-line-items-api.json", "cases/r22-product/order/order-create-copies-quote-line-money-api.json", "cases/r22-product/order/order-create-field-inheritance-api.json", "cases/r22-product/order/order-upload-activated-transition-api.json", "cases/r22-product/order/order-migrated-files-present-api.json", "cases/r22-product/order/order-migrated-file-download-api.json", "cases/flow-regression/order/order-revrec-entity-default-api.json", "cases/flow-regression/order/activated-order-revrec-never-null-api.json" ], "functions": [ { "id": "order-create-api", "title": "Order create API succeeds and record is readable", "kind": "api_create", "requiredFixtures": [ "payloads.orderCreate" ], "request": { "method": "POST", "path": "/services/data/v63.0/sobjects/Order", "body": { "__template": "{{payloads.orderCreate}}" }, "expectStatusRange": [ 200, 299 ], "readback": { "path": "/services/data/v63.0/sobjects/Order/{{__createdId}}", "expectStatus": 200 } } }, { "id": "order-list", "title": "Order list route opens", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "{{routes.orderListPath || '/object/Order'}}" }, { "action": "expectAnyText", "values": [ "New Order", "Create Order", "No records found" ] }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504" ] } ] }, { "id": "quote-list", "title": "Quote list route opens", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "{{routes.quoteListPath || '/object/Quote'}}" }, { "action": "expectAnyText", "values": [ "New Quote", "Create Quote", "No records found" ] }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504" ] } ] }, { "id": "order-detail", "title": "Fixture order detail opens", "kind": "browser_flow", "requiredFixtures": [ "records.orderId" ], "steps": [ { "action": "goto", "path": "/object/Order/{{records.orderId}}" }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504", "An internal server error occurred" ] } ] }, { "id": "quote-detail", "title": "Fixture quote detail opens", "kind": "browser_flow", "requiredFixtures": [ "records.quoteId" ], "steps": [ { "action": "goto", "path": "/object/Quote/{{records.quoteId}}" }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504", "Permission denied: Cannot Edit Quote" ] } ] } ] }, { "id": "rollup-maintenance", "title": "Rollup maintenance", "functionFiles": [ "cases/rollup-maintenance/quote-recalculate-all-api.json" ] }, { "id": "campaign-product-org", "title": "Campaign, product, org", "functions": [ { "id": "campaign-list", "title": "Campaign list route opens", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "{{routes.campaignListPath || '/object/Campaign'}}" }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504" ] } ] }, { "id": "product-list", "title": "Product list route opens", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "{{routes.productListPath || '/object/Product2'}}" }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504" ] } ] }, { "id": "org-list", "title": "Org list route opens", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "{{routes.orgListPath || '/object/Org__c'}}" }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504" ] } ] }, { "id": "org-search-results", "title": "Org search results open for a known org keyword", "kind": "browser_flow", "requiredFixtures": [ "search.orgQuery" ], "steps": [ { "action": "goto", "path": "/search?q={{search.orgQuery}}" }, { "action": "expectText", "value": "Search Results" }, { "action": "forbidAnyText", "values": [ "Search is temporarily unavailable", "Error Loading Object", "Request failed with status 504" ] } ] }, { "id": "org-detail", "title": "Fixture org detail opens", "kind": "browser_flow", "requiredFixtures": [ "records.orgId" ], "steps": [ { "action": "goto", "path": "/object/Org__c/{{records.orgId}}" }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504", "An internal server error occurred" ] } ] } ], "functionFiles": [ "cases/ph2-ph3/campaign/rollup-summary-numeric-scale-api.json", "cases/ph2-ph3/campaign/campaign-create-edit-form-omits-system-information-ui.json" ] }, { "id": "lead-management-regression", "title": "Lead management regression", "functionFiles": [ "cases/flow-regression/lead/phase3-flow-active-preflight-api.json", "cases/flow-regression/lead/lead-before-save-field-matrix-api.json", "cases/flow-regression/lead/lead-countrycode-derives-with-region-prepopulated-api.json", "cases/flow-regression/lead/lead-assignment-fixture-readiness-api.json", "cases/flow-regression/lead/lead-assignment-account-owner-branch-api.json", "cases/flow-regression/lead/lead-assignment-onboarded-account-direct-sales-api.json", "cases/ph2-ph3/lead-management/lead-management-api-regression.json", "cases/ph2-ph3/lead-management/lead-lookup-search-api.json", "cases/ph2-ph3/lead-management/lead-layout-describe-api.json", "cases/flow-regression/lead/lead-assignment-japan-mkt-pool-api.json", "cases/flow-regression/lead/lead-assignment-apac-india-no-account-api.json", "cases/flow-regression/lead/lead-assignment-apac-other-no-account-api.json", "cases/flow-regression/lead/lead-assignment-emea-sdr-no-account-api.json", "cases/flow-regression/lead/lead-assignment-na-sdr-no-account-api.json", "cases/flow-regression/lead/lead-assignment-latam-no-account-api.json", "cases/flow-regression/lead/lead-assignment-latam-mexico-no-account-api.json", "cases/flow-regression/lead/lead-assignment-latam-brazil-no-account-api.json", "cases/flow-regression/lead/lead-assignment-orgid-plg-pool-api.json", "cases/flow-regression/lead/lead-assignment-apac-india-has-account-api.json", "cases/flow-regression/lead/lead-assignment-apac-other-has-account-api.json", "cases/flow-regression/lead/lead-assignment-emea-has-account-ae-api.json", "cases/flow-regression/lead/lead-assignment-na-has-account-ae-api.json", "cases/flow-regression/lead/lead-assignment-latam-has-account-api.json", "cases/flow-regression/lead/lead-assignment-latam-mexico-has-account-api.json", "cases/flow-regression/lead/lead-assignment-latam-brazil-has-account-api.json", "cases/flow-regression/lead/lead-assignment-gate-googleformid-skip-api.json", "cases/flow-regression/lead/lead-assignment-gate-apn-crmid-skip-api.json", "cases/ph2-ph3/lead-management/lead-vertical-filtered-by-industry-dependency-api.json", "cases/ph2-ph3/lead-management/lead-create-form-omits-system-information-ui.json" ] }, { "id": "lead-lookup-ui-regression", "title": "Lead lookup UI regression", "functionFiles": [ "cases/ph2-ph3/lead-management/lead-lookup-campaignmember-ui-setup-api.json", "cases/ph2-ph3/lead-management/lead-lookup-campaignmember-ui.json" ] }, { "id": "campaign-member-regression", "title": "Campaign member regression", "functionFiles": [ "cases/ph2-ph3/campaign-member/campaign-member-lifecycle-api.json", "cases/ph2-ph3/campaign-member/campaign-member-status-lifecycle-api.json", "cases/ph2-ph3/campaign-member/campaign-update-api.json", "cases/ph2-ph3/campaign-member/contact-campaignmember-first-last-api.json", "cases/ph2-ph3/campaign-member/campaign-rollup-fields-api.json", "cases/ph2-ph3/campaign-member/campaignmember-contact-lookup-api.json", "cases/ph2-ph3/campaign-member/campaign-delete-cascade-api.json", "cases/ph2-ph3/campaign-member/campaignmember-status-picklist-type-api.json", "cases/ph2-ph3/campaign-member/campaign-member-status-sortorder-sibling-max-default-api.json", "cases/ph2-ph3/campaign-member/campaignmember-status-campaign-scoped-options-ui.json", "cases/ph2-ph3/campaign-member/campaignmember-relationship-keys-not-updateable-api.json", "cases/ph2-ph3/campaign-member/campaignmember-edit-form-keeps-lookup-fields-ui.json" ] }, { "id": "opportunity-flow-regression", "title": "Opportunity flow regression", "functionFiles": [ "cases/flow-regression/opportunity/task-opportunity-key-deal-sync-api.json", "cases/flow-regression/opportunity/mysql-family-capture-matrix-api.json", "cases/flow-regression/opportunity/opportunity-last-stage-change-date-api.json" ] }, { "id": "collections-credits", "title": "Collections and credits", "functions": [ { "id": "credits-field-contract-api", "title": "Credits field contract keeps Account_Name__c non-createable", "kind": "api_script", "accessMode": "read", "steps": [ { "id": "describe-credits", "method": "GET", "path": "/services/data/v63.0/sobjects/Credits__c/describe", "expectStatus": 200, "assertions": [ { "path": "response.body.fields", "arrayContainsObject": { "name": "Account_Name__c", "createable": false } } ] } ] }, { "id": "credits-create-api", "title": "Credits create API succeeds and record is readable", "kind": "api_create", "requiredFixtures": [ "payloads.creditsCreate" ], "request": { "method": "POST", "path": "/services/data/v63.0/sobjects/Credits__c", "body": { "__template": "{{payloads.creditsCreate}}" }, "expectStatusRange": [ 200, 299 ], "readback": { "path": "/services/data/v63.0/sobjects/Credits__c/{{__createdId}}", "expectStatus": 200 } } }, { "id": "credits-topup-create-api", "title": "Credits top-up create succeeds and created record is readable", "kind": "api_script", "requiredFixtures": [ "payloads.creditsTopupCreate" ], "steps": [ { "id": "create-topup", "method": "POST", "path": "/services/data/v63.0/sobjects/Credits_Topup__c", "body": { "__template": "{{payloads.creditsTopupCreate}}" }, "expectStatusRange": [ 200, 299 ], "assertions": [ { "path": "response.body.id", "exists": true } ] }, { "id": "readback-topup", "method": "GET", "path": "/services/data/v63.0/sobjects/Credits_Topup__c/{{steps.create-topup.response.body.id}}", "expectStatus": 200, "assertions": [ { "path": "response.body.Id", "equals": "{{steps.create-topup.response.body.id}}" }, { "path": "response.body.Credits__c", "equals": "{{payloads.creditsTopupCreate.Credits__c}}" }, { "path": "response.body.Topup_Sequence__c", "exists": true }, { "path": "response.body.Name", "exists": true }, { "path": "response.body.Cumulative_Disbursed__c", "exists": true, "matches": "^-?[0-9]+(\\.[0-9]+)?$" } ] } ], "linkedIssues": [ 2471, 5509 ] }, { "id": "credits-topup-approval-api", "title": "Credits top-up submit creates a pending presales approval workitem", "kind": "api_script", "requiredFixtures": [ "records.creditsId" ], "steps": [ { "id": "assert-retired-topup-name-flow-inactive", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20ActiveVersionId%20FROM%20FlowDefinition%20WHERE%20DeveloperName%20%3D%20'Credits_Topup_Stamp_Name'%20AND%20ActiveVersionId%20%21%3D%20null", "expectStatus": 200, "assertions": [ { "path": "response.body.totalSize", "equals": 0 } ] }, { "id": "create-topup-for-approval", "authRole": "admin", "method": "POST", "path": "/services/data/v63.0/sobjects/Credits_Topup__c", "body": { "Credits__c": "{{records.creditsId}}", "Topup_Amount__c": 100.25, "Effective_Date__c": "2026-06-07", "Expiration_Date__c": "2026-12-31", "Reason__c": "Staging inspection approval path validation" }, "expectStatusRange": [ 200, 299 ], "assertions": [ { "path": "response.body.id", "exists": true } ] }, { "id": "query-topup-before-submit", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/sobjects/Credits_Topup__c/{{steps.create-topup-for-approval.response.body.id}}", "expectStatus": 200, "assertions": [ { "path": "response.body.Topup_Sequence__c", "exists": true }, { "path": "response.body.Name", "equals": "Top-up #{{steps.query-topup-before-submit.response.body.Topup_Sequence__c}}" } ] }, { "id": "submit-topup-approval", "authRole": "admin", "method": "POST", "path": "/services/data/v63.0/process/approvals", "body": { "requests": [ { "actionType": "Submit", "contextId": "{{steps.create-topup-for-approval.response.body.id}}", "comments": "Staging inspection top-up submit" } ] }, "expectStatus": 200, "assertions": [ { "path": "response.body[0].success", "equals": true }, { "path": "response.body[0].instanceStatus", "equals": "Pending" }, { "path": "response.body[0].instanceId", "exists": true }, { "path": "response.body[0].actorIds", "lengthAtLeast": 1 } ] }, { "id": "query-topup-after-submit", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/sobjects/Credits_Topup__c/{{steps.create-topup-for-approval.response.body.id}}", "expectStatus": 200, "assertions": [ { "path": "response.body.Approval_Status__c", "equals": "Pending" } ] }, { "id": "query-topup-pending-workitem", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20ActorId%20FROM%20ProcessInstanceWorkitem%20WHERE%20ProcessInstanceId%20%3D%20'{{steps.submit-topup-approval.response.body[0].instanceId}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 } ] } ] }, { "id": "credits-record-detail-renders", "title": "Credits detail page renders record content in the browser", "kind": "browser_flow", "accessMode": "read", "requiredFixtures": [ "records.creditsId" ], "steps": [ { "action": "goto", "path": "/object/Credits__c/{{records.creditsId}}" }, { "action": "expectAnyText", "values": [ "Totals (incl. Top-ups)", "Total Disbursed (USD)", "Approved Top-ups (USD)", "Initial Grant", "Initial Credits (USD)", "Snapshot (auto-filled on save)" ] }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504", "An internal server error occurred" ] } ], "linkedIssues": [ 5508, 5509 ] } ] }, { "id": "r17-regression", "title": "R17 regression breadth", "functions": [ { "id": "lead-default-recordtype-api", "title": "Lead describe exposes exactly one default record type mapping", "kind": "api_script", "accessMode": "read", "steps": [ { "id": "describe-lead", "method": "GET", "path": "/services/data/v63.0/sobjects/Lead/describe", "expectStatus": 200, "assertions": [ { "path": "response.body.recordTypeInfos", "countWhere": { "where": { "defaultRecordTypeMapping": true }, "equals": 1 } } ] } ] }, { "id": "account-layouts-describe-api", "title": "Account describe layouts responds with record type mappings", "kind": "api_script", "accessMode": "read", "steps": [ { "id": "describe-account-layouts", "method": "GET", "path": "/services/data/v63.0/sobjects/Account/describe/layouts", "expectStatus": 200, "assertions": [ { "path": "response.body.recordTypeMappings", "lengthAtLeast": 1 } ] } ] }, { "id": "opportunity-schema-layout-happy-path", "title": "Opportunity metadata exposes record types and stage picklist on a live detail path", "kind": "api_script", "requiredFixtures": [ "records.opportunityId" ], "steps": [ { "id": "describe-opportunity", "method": "GET", "path": "/services/data/v63.0/sobjects/Opportunity/describe", "expectStatus": 200, "assertions": [ { "path": "response.body.recordTypeInfos", "countWhere": { "where": { "defaultRecordTypeMapping": true }, "equals": 1 } }, { "path": "response.body.fields", "arrayContainsObject": { "name": "StageName", "type": "picklist" } } ] }, { "id": "read-opportunity", "method": "GET", "path": "/services/data/v63.0/sobjects/Opportunity/{{records.opportunityId}}", "expectStatus": 200, "assertions": [ { "path": "response.body.Id", "equals": "{{records.opportunityId}}" }, { "path": "response.body.RecordTypeId", "exists": true }, { "path": "response.body.StageName", "exists": true } ] } ] }, { "id": "group-nested-membership-api", "title": "Group and nested GroupMember writes succeed", "kind": "api_script", "requiredFixtures": [ "search.accountQuery", "search.userIdQuery" ], "steps": [ { "id": "query-existing-parent-group", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%20FROM%20Group%20WHERE%20Name%20%3D%20'Staging%20Inspection%20Parent%20Group%20{{search.userIdQuery}}%20{{__runId}}'%20LIMIT%201", "expectStatus": 200 }, { "id": "delete-existing-parent-group", "whenPathExists": "steps.query-existing-parent-group.response.body.records[0].Id", "method": "DELETE", "path": "/services/data/v63.0/sobjects/Group/{{steps.query-existing-parent-group.response.body.records[0].Id}}", "expectStatus": 204 }, { "id": "query-existing-child-group", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%20FROM%20Group%20WHERE%20Name%20%3D%20'Staging%20Inspection%20Child%20Group%20{{search.accountQuery}}%20{{__runId}}'%20LIMIT%201", "expectStatus": 200 }, { "id": "query-existing-nested-member", "whenPathExists": "steps.query-existing-parent-group.response.body.records[0].Id", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%20FROM%20GroupMember%20WHERE%20GroupId%20%3D%20'{{steps.query-existing-parent-group.response.body.records[0].Id}}'%20AND%20UserOrGroupId%20%3D%20'{{steps.query-existing-child-group.response.body.records[0].Id}}'%20LIMIT%201", "expectStatus": 200 }, { "id": "delete-existing-nested-member", "whenPathExists": "steps.query-existing-nested-member.response.body.records[0].Id", "method": "DELETE", "path": "/services/data/v63.0/sobjects/GroupMember/{{steps.query-existing-nested-member.response.body.records[0].Id}}", "expectStatus": 204 }, { "id": "delete-existing-child-group", "whenPathExists": "steps.query-existing-child-group.response.body.records[0].Id", "method": "DELETE", "path": "/services/data/v63.0/sobjects/Group/{{steps.query-existing-child-group.response.body.records[0].Id}}", "expectStatus": 204 }, { "id": "create-parent-group", "method": "POST", "path": "/services/data/v63.0/sobjects/Group", "body": { "Name": "Staging Inspection Parent Group {{search.userIdQuery}} {{__runId}}", "Label": "Staging Inspection Parent Group {{search.userIdQuery}} {{__runId}}", "Type": "Regular" }, "expectStatusRange": [ 200, 299 ], "assertions": [ { "path": "response.body.id", "exists": true } ] }, { "id": "create-child-group", "method": "POST", "path": "/services/data/v63.0/sobjects/Group", "body": { "Name": "Staging Inspection Child Group {{search.accountQuery}} {{__runId}}", "Label": "Staging Inspection Child Group {{search.accountQuery}} {{__runId}}", "Type": "Regular" }, "expectStatusRange": [ 200, 299 ], "assertions": [ { "path": "response.body.id", "exists": true } ] }, { "id": "create-nested-member", "method": "POST", "path": "/services/data/v63.0/sobjects/GroupMember", "body": { "GroupId": "{{steps.create-parent-group.response.body.id}}", "UserOrGroupId": "{{steps.create-child-group.response.body.id}}" }, "expectStatusRange": [ 200, 299 ], "assertions": [ { "path": "response.body.id", "exists": true } ] }, { "id": "query-nested-member", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20GroupId%2C%20UserOrGroupId%20FROM%20GroupMember%20WHERE%20GroupId%20%3D%20'{{steps.create-parent-group.response.body.id}}'%20AND%20UserOrGroupId%20%3D%20'{{steps.create-child-group.response.body.id}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 } ] } ] } ] }, { "id": "setup-security", "title": "Setup and security surfaces", "functionFiles": [ "cases/setup-security/connected-app/public-oauth-authorize-guard-api.json", "cases/setup-security/connected-app/public-bi-external-records-read-api.json", "cases/setup-security/approval-email/approval-email-template-catalog-api.json", "cases/setup-security/approval-email/approval-email-delivery-smtp-api.json", "cases/setup-security/approval-process/process-action-public-mutation-guards-api.json", "cases/setup-security/approval-process/process-node-public-mutation-guards-api.json" ], "functions": [ { "id": "permission-sets-setup-surface", "title": "Permission Sets setup page opens and exposes the primary action surface", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "/setup/permission-sets" }, { "action": "expectAnyText", "values": [ "Permission Sets", "New Permission Set" ] }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504", "An internal server error occurred" ] } ] }, { "id": "sharing-rules-setup-surface", "title": "Sharing Rules setup page opens and exposes the primary action surface", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "/setup/sharing-rules" }, { "action": "expectAnyText", "values": [ "Sharing Rules", "New Sharing Rule" ] }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504", "An internal server error occurred" ] } ] }, { "id": "approval-process-edit-hydration-surface", "title": "Approval process edit page opens the primary edit surface", "kind": "browser_flow", "requiredFixtures": [ "records.approvalProcessQuoteTeamAId" ], "steps": [ { "action": "goto", "path": "/setup/approval-processes/{{records.approvalProcessQuoteTeamAId}}/edit" }, { "action": "expectText", "value": "Edit Approval Process" }, { "action": "expectText", "value": "Save Changes" }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504", "An internal server error occurred" ] } ], "linkedIssues": [ 2538 ] }, { "id": "sharing-rule-owner-create-api", "title": "Owner-based SharingRule create API accepts role-to-role rules", "kind": "api_script", "requiredFixtures": [ "security.salesUsername", "security.existingPresalesUsername" ], "steps": [ { "id": "query-sales-role-user", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20UserRoleId%20FROM%20User%20WHERE%20Username%20%3D%20'{{security.salesUsername}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 }, { "path": "response.body.records[0].UserRoleId", "exists": true } ] }, { "id": "query-existing-presales-role-user", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20UserRoleId%20FROM%20User%20WHERE%20Username%20%3D%20'{{security.existingPresalesUsername}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 }, { "path": "response.body.records[0].UserRoleId", "exists": true } ] }, { "id": "query-existing-owner-rule", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%20FROM%20SharingRule%20WHERE%20Name%20%3D%20'StagingInspectionOwnerShareRule'%20LIMIT%201", "expectStatus": 200 }, { "id": "delete-existing-owner-rule", "authRole": "admin", "whenPathExists": "steps.query-existing-owner-rule.response.body.records[0].Id", "method": "DELETE", "path": "/services/data/v63.0/sobjects/SharingRule/{{steps.query-existing-owner-rule.response.body.records[0].Id}}", "expectStatus": 204 }, { "id": "create-owner-rule", "authRole": "admin", "method": "POST", "path": "/services/data/v63.0/sobjects/SharingRule", "body": { "Name": "StagingInspectionOwnerShareRule", "ObjectApiName": "Account", "AccessLevel": "Read", "SharedFromRoleId": "{{steps.query-sales-role-user.response.body.records[0].UserRoleId}}", "ShareWithRoleId": "{{steps.query-existing-presales-role-user.response.body.records[0].UserRoleId}}" }, "expectStatusRange": [ 200, 299 ], "assertions": [ { "path": "response.body.id", "exists": true } ] }, { "id": "readback-owner-rule", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/sobjects/SharingRule/{{steps.create-owner-rule.response.body.id}}", "expectStatus": 200, "assertions": [ { "path": "response.body.Name", "equals": "StagingInspectionOwnerShareRule" }, { "path": "response.body.ObjectApiName", "equals": "Account" }, { "path": "response.body.SharedFromRoleId", "equals": "{{steps.query-sales-role-user.response.body.records[0].UserRoleId}}" }, { "path": "response.body.ShareWithRoleId", "equals": "{{steps.query-existing-presales-role-user.response.body.records[0].UserRoleId}}" } ] } ] } ] }, { "id": "perf-baseline", "title": "Performance baseline (latency observation)", "functions": [ { "id": "metadata-fanout-latency", "title": "Per-page metadata fan-out latency: actions/standard + permissions/effective + describe + object-info", "kind": "api_script", "accessMode": "read", "linkedIssues": [ 2284 ], "steps": [ { "id": "actions-standard", "method": "GET", "path": "/services/data/v63.0/actions/standard", "expectStatus": 200, "performanceSamples": { "count": 10, "statistic": "p90", "minSuccess": 9, "intervalMs": 500 }, "assertions": [ { "path": "responseMeta.durationMs", "atMost": 4000 } ] }, { "id": "permissions-effective", "method": "GET", "path": "/services/data/v63.0/permissions/effective", "expectStatus": 200, "assertions": [ { "path": "responseMeta.durationMs", "atMost": 3000 } ] }, { "id": "account-describe", "method": "GET", "path": "/services/data/v63.0/sobjects/Account/describe", "expectStatus": 200, "assertions": [ { "path": "responseMeta.durationMs", "atMost": 3000 } ] }, { "id": "account-object-info", "method": "GET", "path": "/services/data/v63.0/ui-api/object-info/Account", "expectStatus": 200, "assertions": [ { "path": "responseMeta.durationMs", "atMost": 3000 } ] } ] } ] }, { "id": "lead-conversion", "title": "Lead conversion workflow", "functions": [ { "id": "lead-convert-create-contact-scope-api", "title": "Sales can convert a Lead and create Contact through the standard-action internal scope", "kind": "api_script", "requiredFixtures": [ "security.salesUsername", "records.approvedAccountId" ], "linkedIssues": [ 2653, 2659 ], "steps": [ { "id": "query-sales-user-for-lead-owner", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%20FROM%20User%20WHERE%20Username%20%3D%20'{{security.salesUsername}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.totalSize", "equals": 1 }, { "path": "response.body.records[0].Id", "exists": true } ] }, { "id": "create-lead-for-convert-contact", "authRole": "admin", "method": "POST", "path": "/services/data/v63.0/sobjects/Lead", "body": { "LastName": "Staging Inspection Convert Contact {{__runToken}}", "Company": "Staging Inspection Convert Contact", "Email": "convert-contact-{{__runId}}@staging-inspection.pingcap.com", "Status": "OPEN", "HubSpot_Sync_Enabled__c": false, "OwnerId": "{{steps.query-sales-user-for-lead-owner.response.body.records[0].Id}}" }, "expectStatusRange": [ 200, 299 ], "assertions": [ { "path": "response.body.id", "exists": true } ] }, { "id": "convert-lead-create-contact", "method": "POST", "path": "/services/data/v63.0/actions/standard/convertLead", "body": { "inputs": [ { "leadId": "{{steps.create-lead-for-convert-contact.response.body.id}}", "accountId": "{{records.approvedAccountId}}", "convertedStatus": "Customer", "opportunityName": "Staging Inspection Converted Opportunity {{__runId}}" } ] }, "expectStatus": 200, "assertions": [ { "path": "response.body[0].isSuccess", "equals": true }, { "path": "response.body[0].outputValues.contactId", "exists": true } ] }, { "id": "query-converted-lead-contact", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20IsConverted%2C%20ConvertedContactId%20FROM%20Lead%20WHERE%20Id%20%3D%20'{{steps.create-lead-for-convert-contact.response.body.id}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.totalSize", "equals": 1 }, { "path": "response.body.records[0].IsConverted", "equals": true }, { "path": "response.body.records[0].ConvertedContactId", "equals": "{{steps.convert-lead-create-contact.response.body[0].outputValues.contactId}}" } ] }, { "id": "query-opportunity-contact-role", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20ContactId%2C%20OpportunityId%2C%20IsPrimary%20FROM%20OpportunityContactRole%20WHERE%20ContactId%20%3D%20'{{steps.convert-lead-create-contact.response.body[0].outputValues.contactId}}'%20AND%20OpportunityId%20%3D%20'{{steps.convert-lead-create-contact.response.body[0].outputValues.opportunityId}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.totalSize", "equals": 1 }, { "path": "response.body.records[0].IsPrimary", "equals": true }, { "path": "response.body.records[0].ContactId", "equals": "{{steps.convert-lead-create-contact.response.body[0].outputValues.contactId}}" } ] } ] } ], "functionFiles": [ "cases/ph2-ph3/lead-campaign/lead-convert-rollback-owner-ocr-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-converted-state-api.json", "cases/flow-regression/lead/lead-convert-before-save-field-set-api.json", "cases/ph2-ph3/lead-campaign/convertleads-profile-permission-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-campaignmember-relink-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-campaignmember-lifecycle-exclusion-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-no-campaign-source-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-create-new-contact-ocr-api.json", "cases/flow-regression/lead/lead-convert-immediate-backfills-linked-org-account-api.json", "cases/flow-regression/lead/lead-convert-backfills-linked-org-account-api.json", "cases/ph2-ph3/lead-campaign/convert-lead-preview-banner-ui-setup-api.json", "cases/ph2-ph3/lead-campaign/convert-lead-preview-banner-ui.json", "cases/ph2-ph3/lead-campaign/converted-lead-recordaccess-locked-api.json" ] }, { "id": "org-dml-regression", "title": "Org__c DML regression", "functionFiles": [ "cases/flow-regression/org/org-sfdc-sync-record-edit-api.json" ] }, { "id": "org-search-regression", "title": "Org__c search regression", "functionFiles": [ "cases/flow-regression/org/org-search-by-id-api.json" ] }, { "id": "latency", "title": "Runtime latency (admin/System Administrator identity \u2014 prod 500 repro: Lead search full-table scan)", "functionFiles": [ "cases/ph2-ph3/latency/lead-multifield-like-search-latency-api.json" ] } ] }, { "id": "sales", "title": "Sales role inspection", "credentials": { "usernameEnv": "STAGING_INSPECTION_SALES_USERNAME", "passwordEnv": "STAGING_INSPECTION_SALES_PASSWORD" }, "modules": [ { "id": "activities", "title": "Activity workflows", "functionFiles": [ "cases/uat-sales-workflows/activities/contact-activity-standard-action-api.json", "cases/uat-sales-workflows/activities/contact-activity-timeline-surface.json", "cases/uat-sales-workflows/activities/opportunity-activity-timeline-surface.json", "cases/uat-sales-workflows/activities/opportunity-weekly-update-entry-surface.json", "cases/uat-sales-workflows/activities/task-detail-open-surface.json", "cases/uat-sales-workflows/activities/task-review-comments-edit-api.json", "cases/uat-sales-workflows/activities/task-subject-picklist-contract-api.json", "cases/uat-sales-workflows/activities/weekly-update-mandatory-fields-negative-api.json", "cases/uat-sales-workflows/activities/record-header-no-activity-actions-surface.json", "cases/uat-sales-workflows/activities/email-timeline-opens-emailmessage-api.json", "cases/uat-sales-workflows/activities/task-controlled-by-parent-whoid-visibility-api.json", "cases/uat-sales-workflows/activities/contact-email-send-guards-api.json", "cases/uat-sales-workflows/activities/contact-email-send-and-log-api.json", "cases/uat-sales-workflows/activities/lead-email-action-discoverable-non-sdr-api.json" ], "functions": [ { "id": "weekly-update-standard-action-api", "title": "Sales can create a Weekly Update through the standard action API", "kind": "api_script", "requiredFixtures": [ "records.opportunityId", "payloads.salesWeeklyUpdate" ], "steps": [ { "id": "create-weekly-update", "method": "POST", "path": "/services/data/v63.0/actions/standard/taskWeeklyUpdate", "body": { "inputs": [ { "recordId": "{{records.opportunityId}}", "WhatId": "{{records.opportunityId}}", "Subject": "{{payloads.salesWeeklyUpdate.Subject}}", "Progress": "{{payloads.salesWeeklyUpdate.Progress}}", "Risk_and_Next_Step": "{{payloads.salesWeeklyUpdate.Risk_and_Next_Step}}" } ] }, "expectStatus": 200, "assertions": [ { "path": "response.body[0].outputValues.taskId", "exists": true } ] }, { "id": "query-created-weekly-update", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20WhatId%2C%20Type%2C%20Status%2C%20Progress__c%2C%20Risk_and_Next_Step__c%20FROM%20Task%20WHERE%20Id%20%3D%20'{{steps.create-weekly-update.response.body[0].outputValues.taskId}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 }, { "path": "response.body.records[0].WhatId", "equals": "{{records.opportunityId}}" }, { "path": "response.body.records[0].Type", "equals": "Weekly Update" }, { "path": "response.body.records[0].Status", "equals": "Completed" }, { "path": "response.body.records[0].Progress__c", "equals": "{{payloads.salesWeeklyUpdate.Progress}}" }, { "path": "response.body.records[0].Risk_and_Next_Step__c", "equals": "{{payloads.salesWeeklyUpdate.Risk_and_Next_Step}}" } ] } ] }, { "id": "log-call-standard-action-api", "title": "Sales can create Log a Call through the standard action API without Weekly Update-only fields", "kind": "api_script", "requiredFixtures": [ "records.opportunityId", "payloads.salesLogCall" ], "steps": [ { "id": "create-log-call", "method": "POST", "path": "/services/data/v63.0/actions/standard/taskCall", "body": { "inputs": [ { "recordId": "{{records.opportunityId}}", "WhatId": "{{records.opportunityId}}", "Subject": "{{payloads.salesLogCall.Subject}}", "Description": "{{payloads.salesLogCall.Description}}" } ] }, "expectStatus": 200, "assertions": [ { "path": "response.body[0].outputValues.taskId", "exists": true } ] }, { "id": "query-created-log-call", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20WhatId%2C%20Type%2C%20Status%2C%20CallType%2C%20Progress__c%20FROM%20Task%20WHERE%20Id%20%3D%20'{{steps.create-log-call.response.body[0].outputValues.taskId}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 }, { "path": "response.body.records[0].WhatId", "equals": "{{records.opportunityId}}" }, { "path": "response.body.records[0].Type", "equals": "Call" }, { "path": "response.body.records[0].Status", "equals": "Completed" }, { "path": "response.body.records[0].CallType", "equals": "Outbound" } ] } ] }, { "id": "email-standard-action-api", "title": "Sales can create Email activity through the standard action API without Weekly Update-only fields", "kind": "api_script", "requiredFixtures": [ "records.opportunityId", "payloads.salesEmailActivity" ], "steps": [ { "id": "create-email-activity", "method": "POST", "path": "/services/data/v63.0/actions/standard/taskEmail", "body": { "inputs": [ { "recordId": "{{records.opportunityId}}", "WhatId": "{{records.opportunityId}}", "Subject": "{{payloads.salesEmailActivity.Subject}}", "Description": "{{payloads.salesEmailActivity.Description}}" } ] }, "expectStatus": 200, "assertions": [ { "path": "response.body[0].outputValues.taskId", "exists": true } ] }, { "id": "query-created-email-activity", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20WhatId%2C%20Type%2C%20TaskSubtype%2C%20Status%2C%20Progress__c%20FROM%20Task%20WHERE%20Id%20%3D%20'{{steps.create-email-activity.response.body[0].outputValues.taskId}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 }, { "path": "response.body.records[0].WhatId", "equals": "{{records.opportunityId}}" }, { "path": "response.body.records[0].Type", "equals": "Email" }, { "path": "response.body.records[0].TaskSubtype", "equals": "Email" }, { "path": "response.body.records[0].Status", "equals": "Completed" } ] } ] } ] }, { "id": "search", "title": "Search access", "functions": [ { "id": "sales-login-dashboard", "title": "Sales can log in", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "/" }, { "action": "expectAnyText", "values": [ "My Dashboards", "Create New Dashboard", "Search: All", "Accounts", "Setup" ] } ] }, { "id": "search-account", "title": "Sales can open account search results", "kind": "browser_flow", "requiredFixtures": [ "search.accountQuery" ], "steps": [ { "action": "goto", "path": "/search?q={{search.accountQuery}}" }, { "action": "expectText", "value": "Search Results" }, { "action": "forbidAnyText", "values": [ "Search is temporarily unavailable", "Error Loading Object", "Request failed with status 504" ] } ] } ] }, { "id": "account-approval", "title": "Account approval workflow", "functionFiles": [ "cases/flow-regression/account-approval/account-explicit-submit-approval-api.json", "cases/flow-regression/account-approval/account-approval-email-notify-api.json", "cases/flow-regression/account-approval/opportunity-account-approval-gate-covers-reparent-api.json" ] }, { "id": "account-field-defaults", "title": "Account field defaults", "functionFiles": [ "cases/flow-regression/account/account-contracting-entity-default-api.json" ] }, { "id": "opportunity", "title": "Opportunity workflow", "functionFiles": [ "cases/r22-product/quote/quote-create-line-item-clone-count-api.json", "cases/r22-product/quote/quote-rollup-dates-from-standard-lines-api.json", "cases/r22-product/quote/quote-rollup-deepest-discount-api.json", "cases/r22-product/quote/quote-rollup-money-from-standard-lines-api.json", "cases/r22-product/quote/quote-average-discount-noncloud-api.json", "cases/r22-product/quote/quote-average-discount-cloud-native-inputs-api.json", "cases/r22-product/quote/quote-average-discount-cloud-value-arms-api.json", "cases/r22-product/quote/quote-create-does-not-clone-legacy-product-rows-api.json", "cases/r22-product/order/order-create-does-not-clone-legacy-product-rows-api.json", "cases/r22-product/order/order-rollup-money-from-standard-lines-api.json", "cases/r22-product/quote-approval/quote-approval-submit-recall-api.json", "cases/r22-product/quote-approval/quote-approval-state-propagation-api.json", "cases/r22-product/quote-approval/quote-approval-entry-criteria-routing-api.json", "cases/r22-product/quote-approval/quote-approval-discount-step-routing-api.json", "cases/uat-sales-workflows/opportunity/opportunity-add-product-entry-surface.json", "cases/uat-sales-workflows/opportunity/opportunity-arr-section-fields-api.json", "cases/uat-sales-workflows/opportunity/opportunity-clone-action-surface.json", "cases/uat-sales-workflows/opportunity/opportunity-clone-route-prefill-ui.json", "cases/uat-sales-workflows/opportunity/opportunity-core-field-edit-api.json", "cases/uat-sales-workflows/opportunity/opportunity-delete-api.json", "cases/uat-sales-workflows/opportunity/opportunity-detail-field-surface.json", "cases/uat-sales-workflows/opportunity/opportunity-detail-subtab-surface.json", "cases/uat-sales-workflows/opportunity/opportunity-layout-section-tabs-api.json", "cases/uat-sales-workflows/opportunity/opportunity-edit-products-action-surface.json", "cases/uat-sales-workflows/opportunity/opportunity-email-action-surface.json", "cases/uat-sales-workflows/opportunity/opportunity-forecast-fields-update-api.json", "cases/uat-sales-workflows/opportunity/opportunity-log-call-action-surface.json", "cases/uat-sales-workflows/opportunity/opportunity-meddpicc-fields-update-api.json", "cases/uat-sales-workflows/opportunity/opportunity-primary-campaign-source-api.json", "cases/uat-sales-workflows/opportunity/opportunity-quotes-children-queryable-api.json", "cases/uat-sales-workflows/opportunity/opportunity-record-type-picker-contract-api.json", "cases/uat-sales-workflows/opportunity/opportunity-related-list-surface.json", "cases/uat-sales-workflows/opportunity/opportunity-stage-advance-api.json", "cases/uat-sales-workflows/opportunity/opportunity-stage-jump-api.json", "cases/uat-sales-workflows/opportunity/opportunity-stage-path-render-surface.json" ], "functions": [ { "id": "opportunity-detail", "title": "Sales can open fixture opportunity", "kind": "browser_flow", "requiredFixtures": [ "records.opportunityId" ], "steps": [ { "action": "goto", "path": "/object/Opportunity/{{records.opportunityId}}" }, { "action": "forbidAnyText", "values": [ "Error Loading Object", "Request failed with status 504", "Could not update status" ] } ] }, { "id": "quote-create-tidb-cloud-standard-action-api", "title": "Sales can create a Quote from a TiDB Cloud Opportunity through the standard action API", "kind": "api_script", "requiredFixtures": [ "payloads.opportunityCreate" ], "steps": [ { "id": "query-tidb-cloud-pricebook-entry", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20Product2Id%2C%20Pricebook2Id%20FROM%20PricebookEntry%20WHERE%20Product2Id%20!%3D%20null%20AND%20Pricebook2Id%20!%3D%20null%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 } ] }, { "id": "create-tidb-cloud-source-opportunity", "authRole": "admin", "method": "POST", "path": "/services/data/v63.0/sobjects/Opportunity", "body": { "Launch_Date__c": "2027-03-31", "ARR_Amount_USD__c": 50000, "Name": "Staging Inspection TiDB Cloud Quote Source {{__runId}}", "AccountId": "{{payloads.opportunityCreate.AccountId}}", "StageName": "{{payloads.opportunityCreate.StageName}}", "CloseDate": "{{payloads.opportunityCreate.CloseDate}}", "RecordTypeId": "{{payloads.opportunityCreate.RecordTypeId}}", "Pricebook2Id": "{{steps.query-tidb-cloud-pricebook-entry.response.body.records[0].Pricebook2Id}}", "Product_Family__c": "TiDB Cloud" }, "expectStatus": 201, "assertions": [ { "path": "response.body.id", "exists": true } ] }, { "id": "read-tidb-cloud-source-opportunity", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/sobjects/Opportunity/{{steps.create-tidb-cloud-source-opportunity.response.body.id}}?fields=Id,Product_Family__c", "expectStatus": 200, "assertions": [ { "path": "response.body.Product_Family__c", "equals": "TiDB Cloud" } ] }, { "id": "create-quote-from-tidb-cloud-opportunity", "authRole": "admin", "method": "POST", "path": "/services/data/v63.0/actions/standard/createQuote", "body": { "inputs": [ { "opportunityId": "{{steps.create-tidb-cloud-source-opportunity.response.body.id}}" } ] }, "expectStatus": 200, "assertions": [ { "path": "response.body[0].isSuccess", "equals": true }, { "path": "response.body[0].outputValues.quoteId", "exists": true } ] }, { "id": "read-created-tidb-cloud-quote", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/sobjects/Quote/{{steps.create-quote-from-tidb-cloud-opportunity.response.body[0].outputValues.quoteId}}", "expectStatus": 200, "assertions": [ { "path": "response.body.OpportunityId", "equals": "{{steps.create-tidb-cloud-source-opportunity.response.body.id}}" }, { "path": "response.body.Product_Family__c", "equals": "TiDB Cloud" }, { "path": "response.body.IsConvertQuote__c", "equals": true } ] } ], "linkedIssues": [ 2552 ] }, { "id": "multipicklist-legacy-artifact-audit-api", "title": "Visible Opportunity multipicklist fields do not contain quoted values", "kind": "api_script", "optional": true, "optionalReason": "known staging production-mirror data cleanup: Opportunity multipicklist values still contain legacy double-quote artifacts", "steps": [ { "id": "query-legacy-multipicklist-artifacts", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20Existing_Database_Deployment__c%2C%20Replacing_Database__c%20FROM%20Opportunity%20WHERE%20Existing_Database_Deployment__c%20LIKE%20'%25%22%25'%20OR%20Replacing_Database__c%20LIKE%20'%25%22%25'%20LIMIT%2020", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "equals": [] } ] } ] }, { "id": "opportunity-line-item-quantity-contract-api", "title": "OpportunityLineItem Quantity should stay required in the edit layout contract", "kind": "api_script", "accessMode": "read", "steps": [ { "id": "describe-opportunity-line-item-layouts", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/sobjects/OpportunityLineItem/describe/layouts", "expectStatus": 200, "assertions": [ { "path": "response.body.layouts[0].editLayoutSections[1].layoutRows[0].layoutItems[0].field", "equals": "Quantity" }, { "path": "response.body.layouts[0].editLayoutSections[1].layoutRows[0].layoutItems[0].required", "equals": true } ] } ] }, { "id": "salesops-psa-visibility-api", "title": "Staging fixture includes an active Credits_Sales_Ops user assignment", "kind": "api_script", "accessMode": "read", "requiredFixtures": [ "security.salesOpsUsername", "security.salesOpsPermissionSetName" ], "steps": [ { "id": "query-salesops-user", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20IsActive%20FROM%20User%20WHERE%20Username%20%3D%20'{{security.salesOpsUsername}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 }, { "path": "response.body.records[0].IsActive", "equals": true } ] }, { "id": "query-salesops-permset", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%20FROM%20PermissionSet%20WHERE%20Name%20%3D%20'{{security.salesOpsPermissionSetName}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 } ] }, { "id": "query-existing-psa", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%20FROM%20PermissionSetAssignment%20WHERE%20AssigneeId%20%3D%20'{{steps.query-salesops-user.response.body.records[0].Id}}'%20AND%20PermissionSetId%20%3D%20'{{steps.query-salesops-permset.response.body.records[0].Id}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 } ] } ] }, { "id": "credits-fls-update-denied-api", "title": "Sales role cannot update denied Credits fields", "kind": "api_script", "requiredFixtures": [ "records.creditsId" ], "steps": [ { "id": "patch-denied-field", "method": "PATCH", "path": "/services/data/v63.0/sobjects/Credits__c/{{records.creditsId}}", "body": { "Requires_Finance_Approval__c": true }, "expectStatusRange": [ 400, 499 ] } ] }, { "id": "credits-record-access-denied-api", "title": "Sales role cannot delete Credits records outside its allowed surface", "kind": "api_script", "requiredFixtures": [ "records.creditsId" ], "steps": [ { "id": "delete-credits-denied", "method": "DELETE", "path": "/services/data/v63.0/sobjects/Credits__c/{{records.creditsId}}", "expectStatusRange": [ 400, 499 ] } ] }, { "id": "credits-topup-create-sales-api", "title": "Sales role without Credits_AE permission set is blocked from creating Credits top-ups", "kind": "api_script", "requiredFixtures": [ "payloads.creditsTopupCreate" ], "steps": [ { "id": "create-topup-sales", "method": "POST", "path": "/services/data/v63.0/sobjects/Credits_Topup__c", "body": { "__template": "{{payloads.creditsTopupCreate}}" }, "expectStatus": 403, "assertions": [ { "path": "response.body[0].errorCode", "equals": "FORBIDDEN" }, { "path": "response.body[0].message", "includes": "cannot Create Credits_Topup__c" } ] } ] } ] }, { "id": "field-history", "title": "Field history and reports", "functionFiles": [ "cases/uat-sales-workflows/account/account-field-history-own-record-api.json", "cases/uat-sales-workflows/account/account-history-report-api.json", "cases/uat-sales-workflows/opportunity/opportunity-field-history-report-api.json", "cases/uat-sales-workflows/opportunity/opportunity-history-report-api.json" ] }, { "id": "performance", "title": "Performance monitors", "functionFiles": [ "cases/performance/lead-convert-no-campaign-latency-api.json", "cases/performance/lead-convert-campaignmember-latency-api.json", "cases/performance/search-default-scope-latency-api.json", "cases/performance/query-all-latency-api.json" ], "functions": [ { "id": "sobjects-latency-api", "title": "Sales role sobjects metadata completes within 30 seconds", "kind": "api_script", "accessMode": "read", "steps": [ { "id": "fetch-sobjects", "method": "GET", "path": "/services/data/v63.0/sobjects", "timeoutMs": 30000, "expectStatus": 200, "assertions": [ { "path": "responseMeta.durationMs", "atMost": 30000 } ] } ] }, { "id": "lead-count-latency-api", "title": "Sales role Lead count completes within 30 seconds", "kind": "api_script", "accessMode": "read", "steps": [ { "id": "count-lead", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20COUNT()%20FROM%20Lead", "timeoutMs": 30000, "expectStatus": 200, "assertions": [ { "path": "responseMeta.durationMs", "atMost": 30000 } ] } ] }, { "id": "lead-list-latency-api", "title": "Sales role Lead list query completes within 30 seconds", "kind": "api_script", "accessMode": "read", "steps": [ { "id": "query-lead-list", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Name%2C%20Company%2C%20Phone%2C%20Email%2C%20Status%2C%20OwnerId%2C%20Owner.Name%2C%20Id%20FROM%20Lead%20ORDER%20BY%20CreatedDate%20DESC%20LIMIT%2050", "timeoutMs": 30000, "expectStatus": 200, "assertions": [ { "path": "responseMeta.durationMs", "atMost": 30000 } ] } ] } ] }, { "id": "account", "title": "Account workflows", "functionFiles": [ "cases/uat-sales-workflows/account/account-contacts-children-queryable-api.json", "cases/uat-sales-workflows/account/account-core-field-edit-api.json", "cases/uat-sales-workflows/account/account-detail-field-surface.json", "cases/uat-sales-workflows/account/account-new-contact-action-surface.json", "cases/uat-sales-workflows/account/account-opportunities-children-queryable-api.json", "cases/uat-sales-workflows/account/account-orgs-related-surface.json", "cases/uat-sales-workflows/account/account-related-list-surface.json", "cases/uat-sales-workflows/account/account-related-list-count-parity-api.json", "cases/uat-sales-workflows/account/account-billing-country-code-api.json", "cases/uat-sales-workflows/account/account-quicklink-scroll-to-related-surface.json" ] }, { "id": "contact", "title": "Contact workflows", "functionFiles": [ "cases/uat-sales-workflows/contact/contact-create-under-account-api.json", "cases/uat-sales-workflows/contact/contact-detail-field-surface.json", "cases/uat-sales-workflows/contact/contact-related-list-surface.json" ] }, { "id": "navigation", "title": "Primary navigation", "functionFiles": [ "cases/uat-sales-workflows/navigation/primary-navigation-core-tabs-surface.json", "cases/uat-sales-workflows/navigation/primary-navigation-extended-tabs-surface.json" ] }, { "id": "listview", "title": "List Views (per-user views + UI regressions \u2014 #3309, #3550)", "functionFiles": [ "cases/uat-sales-workflows/listview/listview-private-view-owner-scoped-api.json", "cases/uat-sales-workflows/listview/listview-filter-logic-or-applies-api.json", "cases/uat-sales-workflows/listview/listview-filter-popover-within-viewport-surface.json", "cases/uat-sales-workflows/listview/listview-my-lead-owner-token-resolves-api.json" ] }, { "id": "latency", "title": "Runtime latency standard (SFDC-comparable)", "functionFiles": [ "cases/uat-sales-workflows/latency/record-detail-load-opportunity-latency.json", "cases/uat-sales-workflows/latency/record-detail-load-account-latency.json", "cases/uat-sales-workflows/latency/record-detail-load-contact-latency.json", "cases/uat-sales-workflows/latency/stage-path-update-latency-api.json", "cases/uat-sales-workflows/latency/opportunity-edit-save-latency-api.json", "cases/uat-sales-workflows/latency/opportunity-forecast-save-latency-api.json", "cases/uat-sales-workflows/latency/account-edit-save-latency-api.json", "cases/uat-sales-workflows/latency/opportunity-add-product-latency-api.json", "cases/uat-sales-workflows/latency/weekly-update-log-latency-api.json", "cases/uat-sales-workflows/latency/create-quote-from-opportunity-latency-api.json", "cases/uat-sales-workflows/latency/submit-for-approval-latency-api.json", "cases/uat-sales-workflows/latency/record-read-latency-api.json", "cases/uat-sales-workflows/latency/soql-list-query-latency-api.json", "cases/uat-sales-workflows/latency/list-view-load-account-latency-api.json", "cases/uat-sales-workflows/latency/global-search-latency-api.json", "cases/uat-sales-workflows/latency/describe-latency-api.json", "cases/uat-sales-workflows/latency/opportunity-stage-advance-latency-api.json" ] } ] }, { "id": "presales", "title": "Pre-sales role inspection", "credentials": { "usernameEnv": "STAGING_INSPECTION_PRESALES_USERNAME", "passwordEnv": "STAGING_INSPECTION_PRESALES_PASSWORD" }, "modules": [ { "id": "access", "title": "Pre-sales access", "functions": [ { "id": "presales-login-dashboard", "title": "Pre-sales can log in", "kind": "browser_flow", "steps": [ { "action": "goto", "path": "/" }, { "action": "expectAnyText", "values": [ "My Dashboards", "Create New Dashboard", "Search: All", "Accounts", "Setup" ] } ] } ] }, { "id": "credits", "title": "Credits workflow", "functions": [ { "id": "credits-topup-approval-surface", "title": "Configured existing pre-sales user is stamped as top-up approver on staging data", "kind": "api_script", "accessMode": "read", "requiredFixtures": [ "security.existingPresalesUsername" ], "steps": [ { "id": "query-presales-user", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%20FROM%20User%20WHERE%20Username%20%3D%20'{{security.existingPresalesUsername}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 } ] }, { "id": "query-presales-topup-assignment", "authRole": "admin", "method": "GET", "path": "/services/data/v63.0/query?q=SELECT%20Id%2C%20Approval_Status__c%20FROM%20Credits_Topup__c%20WHERE%20Presales_Manager_User__c%20%3D%20'{{steps.query-presales-user.response.body.records[0].Id}}'%20LIMIT%201", "expectStatus": 200, "assertions": [ { "path": "response.body.records", "lengthAtLeast": 1 }, { "path": "response.body.records[0].Approval_Status__c", "exists": true } ] } ] } ], "functionFiles": [ "cases/flow-regression/credits/credits-poc-explicit-submit-api.json", "cases/flow-regression/credits/credits-formula-view-single-record-read-api.json", "cases/flow-regression/credits/credits-presales-record-share-access-api.json", "cases/flow-regression/credits/credits-topup-two-step-approval-commits-in-one-attempt-api.json", "cases/flow-regression/credits/credits-topup-terminal-cascade-lands-api.json" ] }, { "id": "latency", "title": "Pre-sales list-view load latency (LATAM PreSales)", "functionFiles": [ "cases/performance/lead-metadata-bootstrap-latency-api.json" ] } ] }, { "id": "sales-apac", "title": "Sales APAC role inspection (non-top-level role hierarchy)", "credentials": { "usernameEnv": "STAGING_INSPECTION_SALES_APAC_USERNAME", "passwordEnv": "STAGING_INSPECTION_SALES_APAC_PASSWORD" }, "modules": [ { "id": "lead-conversion", "title": "Lead conversion workflow (APAC Sales Team B)", "functionFiles": [ "cases/ph2-ph3/lead-campaign/lead-convert-create-contact-apac-sales-api.json" ] }, { "id": "lead-transfer", "title": "Lead transfer permission (APAC Sales Team B)", "functionFiles": [ "cases/ph2-ph3/lead-campaign/lead-transfer-transfer-leads-permission-api.json", "cases/ph2-ph3/lead-campaign/lead-bulk-transfer-leads-permission-api.json" ] }, { "id": "latency", "title": "Record detail load latency (APAC Sales Team B)", "functionFiles": [ "cases/ph2-ph3/lead-campaign/record-detail-load-lead-apac-sales-latency-api.json" ] } ] }, { "id": "sdr", "title": "SDR role inspection (Lead handling + convert, re-run under SDR identity)", "credentials": { "usernameEnv": "STAGING_INSPECTION_SDR_USERNAME", "passwordEnv": "STAGING_INSPECTION_SDR_PASSWORD" }, "modules": [ { "id": "lead-management", "title": "Lead management (SDR perspective)", "functionFiles": [ "cases/ph2-ph3/lead-management/lead-management-api-regression.json", "cases/ph2-ph3/lead-management/lead-lookup-search-api.json", "cases/ph2-ph3/lead-management/lead-layout-describe-api.json", "cases/ph2-ph3/lead-management/lead-bulk-change-owner-api.json" ] }, { "id": "lead-lookup-ui", "title": "Lead lookup UI (SDR perspective)", "functionFiles": [ "cases/ph2-ph3/lead-management/lead-lookup-campaignmember-ui-setup-api.json", "cases/ph2-ph3/lead-management/lead-lookup-campaignmember-ui.json" ] }, { "id": "lead-conversion", "title": "Lead conversion (SDR perspective)", "functionFiles": [ "cases/ph2-ph3/lead-campaign/lead-convert-rollback-owner-ocr-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-converted-state-api.json", "cases/flow-regression/lead/lead-convert-before-save-field-set-api.json", "cases/ph2-ph3/lead-campaign/convertleads-profile-permission-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-campaignmember-relink-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-campaignmember-lifecycle-exclusion-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-no-campaign-source-api.json", "cases/ph2-ph3/lead-campaign/lead-convert-create-new-contact-ocr-api.json" ] }, { "id": "latency", "title": "Runtime latency (SDR identity \u2014 prod high-latency repro)", "functionFiles": [ "cases/ph2-ph3/latency/parameterized-search-lookup-latency-api.json" ] }, { "id": "search", "title": "Parameterized search performance by input type (SDR identity)", "functionFiles": [ "cases/search/parameterized-search-text-latency-api.json", "cases/search/parameterized-search-cjk-latency-api.json", "cases/search/parameterized-search-email-latency-api.json", "cases/search/parameterized-search-number-latency-api.json" ] } ] }, { "id": "marketing", "title": "Marketing role inspection (Campaign attribution, re-run under Marketing identity)", "credentials": { "usernameEnv": "STAGING_INSPECTION_MARKETING_USERNAME", "passwordEnv": "STAGING_INSPECTION_MARKETING_PASSWORD" }, "modules": [ { "id": "campaign-member", "title": "Campaign member (Marketing perspective)", "functionFiles": [ "cases/ph2-ph3/campaign-member/campaign-member-lifecycle-api.json", "cases/ph2-ph3/campaign-member/campaign-member-status-lifecycle-api.json", "cases/ph2-ph3/campaign-member/campaign-update-api.json", "cases/ph2-ph3/campaign-member/campaign-delete-cascade-api.json" ] }, { "id": "lead-performance", "title": "Lead performance (tiered latency, Marketing perspective)", "functionFiles": [ "cases/performance/lead-create-latency-api.json", "cases/performance/lead-list-load-latency-api.json", "cases/performance/lead-list-pagination-latency-api.json" ] }, { "id": "lead-robustness", "title": "Lead robustness (dedupe + validation rules, Marketing perspective)", "functionFiles": [ "cases/ph2-ph3/lead-management/lead-duplicate-email-dedupe-api.json", "cases/ph2-ph3/lead-management/lead-validation-rule-enforced-api.json", "cases/ph2-ph3/lead-management/lead-status-validation-rule-api.json", "cases/ph2-ph3/lead-management/lead-status-progress-refresh-api.json", "cases/ph2-ph3/lead-management/lead-iqm-completed-field-anchored-api.json" ] }, { "id": "lead-flows", "title": "Lead AfterSave flows (Marketing perspective)", "functionFiles": [ "cases/flow-regression/lead/lead-auto-create-org-flow-api.json" ] }, { "id": "campaign-member-extended", "title": "Campaign member extended (Contact path + dedupe, Marketing perspective)", "functionFiles": [ "cases/ph2-ph3/campaign-member/campaignmember-contact-company-from-account-api.json", "cases/ph2-ph3/campaign-member/campaignmember-duplicate-prevented-api.json" ] }, { "id": "campaign-form", "title": "Campaign form (required fields, Marketing perspective)", "functionFiles": [ "cases/ph2-ph3/campaign-member/campaign-required-name-enforced-api.json" ] }, { "id": "campaign-performance", "title": "Campaign performance (tiered latency, Marketing perspective)", "functionFiles": [ "cases/performance/campaign-create-latency-api.json" ] } ] } ] }