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Session 5: Clinic App - Invite Flow

Date: 2026-06-11 Module: Clinic App - Invite Flow URL: https://practice-stg-new.kulcare.com/account/users Tester: [Your Name]


Test Results Summary

CategoryTested✅ Passed❌ Failed
Doctor Invite - Admin13112
Doctor Invite - User10100
Staff Invite - Admin1192
Staff Invite - User550
SMS/Notification330
Multi-Clinic Scoping440
Total46424

Detailed Test Results

Doctor Invite - Admin Side (13 Tested)

#Test CaseResultNotes
1Add Doctor - Complete Flow✅ PassSMS sent, invite appears
2Add Doctor - Phone Only✅ PassInvite created
3Add Doctor - With Message✅ PassMessage in SMS
4View Pending Invites✅ PassShows pending invites
5View Invite Details✅ PassShows details
6Cancel Pending Invite✅ PassInvite cancelled
7Empty First Name✅ PassError shown
8Empty Last Name✅ PassError shown
9Empty Phone✅ PassError shown
10Invalid Phone Format✅ PassError shown
11Invalid Email Format✅ PassError shown
12Whitespace-Only Names❌ FAILBug #20
13Cancel Non-Pending Invite✅ PassError shown
14Invite to Non-Owner/Admin✅ PassPermission error

Doctor Invite - User Side (10 Tested)

#Test CaseResultNotes
15Accept Invite - New User (Pre-filled)✅ PassForm pre-filled
16Accept Invite - Existing User✅ PassRole added
17View Pending Invites✅ PassShows all invites
18Decline Invite✅ PassStatus updated
19View Invite Details✅ PassShows facility info
20Expired Invite✅ PassError shown
21Already Accepted Invite✅ PassError shown
22Invite for Different User✅ PassError shown
23Phone Mismatch✅ PassError shown
24Accept Without Auth✅ PassRedirect to login

Staff Invite - Admin Side (11 Tested)

#Test CaseResultNotes
25Add Staff - Complete Flow✅ PassSMS sent
26Add Staff - Role Selection✅ PassRole assigned
27Add Staff - With Message✅ PassMessage in SMS
28View Pending Staff Invites✅ PassShows pending
29Cancel Staff Invite✅ PassInvite cancelled
30Empty Phone✅ PassError shown
31Empty Staff Role✅ PassError shown
32Invalid Phone Format✅ PassError shown
33Invalid Email Format✅ PassError shown
34Whitespace-Only Names❌ FAILBug #20
35Staff Cannot Invite Admin✅ PassPermission error
36Admin Cannot Invite Owner✅ PassPermission error
37Owner Can Invite All Roles✅ PassAll created

Staff Invite - User Side (5 Tested)

#Test CaseResultNotes
38Accept Staff Invite - New User (Pre-filled)✅ PassForm pre-filled
39Accept Staff Invite - Existing User✅ PassRole added
40Decline Staff Invite✅ PassStatus updated
41Expired Staff Invite✅ PassError shown
42Accept Staff Invite for Different User✅ PassError shown

SMS/Notification (3 Tested)

#Test CaseResultNotes
43SMS Received on Doctor Invite✅ PassSMS with link
44SMS Received on Staff Invite✅ PassSMS with link
45Personal Message in SMS✅ PassMessage included

Multi-Clinic Invite Scoping (4 Tested) ✅

#Test CaseResultNotes
46Invite from Clinic A → User added ONLY to Clinic A✅ PassUser doesn't access Clinic B or C
47Admin with multiple clinics sends invite → Correct clinic scoped✅ PassInvite scoped to specific facility
48User accepts invite → Appears ONLY in that clinic's list✅ PassCorrect clinic association
49User cannot see other clinics after accepting invite✅ PassProper role-based access

Bugs Found

Bug #DescriptionSeverityStatus
18Active practitioner API missing phone number🟠 MediumOpen
19Backend validation error not displayed properly🟡 HighOpen
20Whitespace-only first/last name allowed🟠 MediumOpen
21Practitioner invite sent to existing patient🟡 HighOpen
22Cancelled invites not visible in admin UI🟠 MediumOpen
23Duplicate invite with same email in same clinic🟠 MediumOpen
24Invite sent to registered email🔴 CriticalOpen
25Invite modal form state not reset🟠 MediumOpen
26Invite to active user🔴 CriticalOpen
45Role mismatch — registered user only sees invites matching their role🟡 HighNEW
46Invite role overwritten at signup — always registers as staff🟡 HighNEW
47Registered user receives signup link instead of accept link🟡 HighNEW

🆕 New Bugs (Re-test 2026-06-17)

Bug #45: Invite Role Mismatch — Registered User Only Sees Matching Role Invites

Description: Admin sends staff invite to a phone already registered as "staff". If admin selects "staff" → invite appears ✅. If any other role → invite does NOT appear ❌. The invite list is role-filtered on the recipient side.

Impact: Admin can't change a staff member's role via invite. Invites silently fail.

Bug #46: Invite Role Overwritten at Signup — Always Registers as Staff

Description: Admin selects "doctor" role for unregistered user invite. User signs up → role always becomes "staff". The selected role is not carried through.

Impact: Admin must manually change roles after every signup. Extra work, confusing.

Description: Already registered phone receives signup SMS link, not accept/join link. User sees signup form instead of accept flow.

Impact: Confusing UX — registered users see signup instead of accept.


Recommendations

  • Fix backend validation error display (Bug #19)
  • Add whitespace-only name validation (Bug #20)
  • Block invite to existing patients (Bug #21)
  • Add cancelled invites visibility (Bug #22)
  • Add duplicate email check (Bug #23)
  • Block invite to registered email (Bug #24)
  • Reset form state on modal close (Bug #25)
  • Block invite to active user (Bug #26)

Session Status: ✅ Complete

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