# Validation Report: URS-076

**Title:** Cycle count lifecycle: request, perform, finish — inventory updated
**Date:** 2026-09-29T02:30:59.033Z
**Duration:** 75.6s
**Overall Status:** ✅ PASS

## User Requirement

> The system shall support cycle counts: an administrator can request a cycle count of distributor locations, targeting only sales accounts that hold consignment stock, a representative can perform the count by recording the items physically present, and finishing the count updates inventory to match the counted quantities with full traceability.

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

## Environment

- **Inbox URL:** http://localhost:44379
- **Database:** localhost:40655/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: Admin requests a cycle count of distributor trunk and account locations — ✅ PASS

**What this step proves:**

Alex Admin (Vantis manufacturer) opens the Cycle Counts request list and creates a new request through the two-step wizard: the Corveta distributorship is selected with the Both scope (trunks and sales accounts), then a due date and a URS-076 marker note are set on the review step. The review lists four resolved locations: the three trunk-like locations (both rep trunks and the team shared-inventory location) and the shipping location of ROSS Surgical, the only Corveta account that holds consignment stock. Corveta's two other accounts (Cedar Crest, Lakeside) do not hold consignment stock, so their locations are absent from the review even though the whole distributorship was selected. Submitting creates the request at status active, links the four locations, pre-opens a cycle count at each (origin admin_request), and assigns rep checklist tasks. The create path logs a create_cycle_count_request audit event and a create_cycle_count_request_item decision per opened count. This verifies an administrator controls which locations are counted and that only consignment accounts receive a cycle count request.

**Audit events generated by this step:**

*(Evidence scoped to step execution window: 2026-09-29T02:31:12.382Z → 2026-09-29T02:31:17.000Z)*

| Time | Type | Action | User | Org | Performed |
|------|------|--------|------|-----|-----------|
| 2026-09-29 02:31:16Z | decision | create_cycle_count_request_item | alex.admin@vantismedical.com | Corveta Surgical Group | yes |
| 2026-09-29 02:31:16Z | decision | create_cycle_count_request_item | alex.admin@vantismedical.com | Corveta Surgical Group | yes |
| 2026-09-29 02:31:16Z | decision | create_cycle_count_request_item | alex.admin@vantismedical.com | Corveta Surgical Group | yes |
| 2026-09-29 02:31:16Z | decision | assign_unassigned_cycle_counts_review_recipients | alex.admin@vantismedical.com | Corveta Surgical Group | yes |
| 2026-09-29 02:31:16Z | checklist | checklists.create | alex.admin@vantismedical.com | Corveta Surgical Group | — |
| 2026-09-29 02:31:16Z | decision | refresh_unassigned_cycle_counts_review_item | alex.admin@vantismedical.com | Corveta Surgical Group | yes |
| 2026-09-29 02:31:16Z | checklist | checklists.create | alex.admin@vantismedical.com | Corveta Surgical Group | — |
| 2026-09-29 02:31:16Z | decision | create_cycle_count_request_item | alex.admin@vantismedical.com | Corveta Surgical Group | yes |
| 2026-09-29 02:31:16Z | decision | auto_complete_cycle_count_request | alex.admin@vantismedical.com | Vantis | no |
| 2026-09-29 02:31:16Z | cycle_count_request | create_cycle_count_request | alex.admin@vantismedical.com | Vantis | — |

**Screenshots:**

![step 01 wizard scope](screenshots/step-01-wizard-scope.png)

![step 01 review](screenshots/step-01-review.png)

![step 01 submitted](screenshots/step-01-submitted.png)

**Video recording:**

[▶ Watch step recording](videos/step-01-request.webm)

---

### 2. Step 2: Admin narrows the request to a single trunk location — ✅ PASS

**What this step proves:**

Alex opens the request detail — every location shows Not started — and cancels Rana's TRUNK-26, the shared-inventory location, and the ROSS account location via Select locations → Cancel selected locations. Each cancellation removes the request-location link, closes that location's pre-opened count without applying it (cancelledReason request_location_cancelled), and logs a cancel_cycle_count_request_locations audit event plus per-location decisions. The request now tracks only Blair's TRUNK-36. This verifies the request's scope stays under admin control after creation.

**Audit events generated by this step:**

*(Evidence scoped to step execution window: 2026-09-29T02:31:23.354Z → 2026-09-29T02:31:28.235Z)*

| Time | Type | Action | User | Org | Performed |
|------|------|--------|------|-----|-----------|
| 2026-09-29 02:31:27Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | no |
| 2026-09-29 02:31:27Z | decision | refresh_unassigned_cycle_counts_review_item | alex.admin@vantismedical.com | Corveta Surgical Group | no |
| 2026-09-29 02:31:27Z | decision | cancel_cycle_count_request_location | alex.admin@vantismedical.com | Vantis | yes |
| 2026-09-29 02:31:27Z | decision | cancel_cycle_count_request_location | alex.admin@vantismedical.com | Vantis | yes |
| 2026-09-29 02:31:27Z | decision | cancel_cycle_count_request_location | alex.admin@vantismedical.com | Vantis | yes |
| 2026-09-29 02:31:27Z | decision | auto_complete_cycle_count_request | alex.admin@vantismedical.com | Vantis | no |
| 2026-09-29 02:31:27Z | cycle_count_request | cancel_cycle_count_request_locations | alex.admin@vantismedical.com | Vantis | — |
| 2026-09-29 02:31:27Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | no |
| 2026-09-29 02:31:27Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | no |
| 2026-09-29 02:31:27Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | no |

**Screenshots:**

![step 02 detail not started](screenshots/step-02-detail-not-started.png)

![step 02 narrowed](screenshots/step-02-narrowed.png)

**Video recording:**

[▶ Watch step recording](videos/step-02-narrow.webm)

---

### 3. Step 3: Rep opens the requested cycle count — ✅ PASS

**What this step proves:**

Blair Bennett (Corveta rep) opens his trunk's location page, which offers the request-created count as a continue link into its count screen ("Add items"). No separate count needs to be started — the request pre-opened it, and the partial unique index guarantees at most one open count per location and inventory. This verifies the requested count reaches the rep who performs it.

**Screenshots:**

![step 03 location page](screenshots/step-03-location-page.png)

![step 03 scan page](screenshots/step-03-scan-page.png)

**Video recording:**

[▶ Watch step recording](videos/step-03-open.webm)

---

### 4. Step 4: Rep records the counted items with manual entries — ✅ PASS

**What this step proves:**

Blair records what is physically on the shelf through the Add items card's Form mode: 3 NovaPatch PET (of 5 expected — an under-count), 3 LiraLock SN (matching the expected quantity), and 2 Kestrel Footswitches that inventory did not list (a found item). Each entry is a product + lot + quantity row in the count's scan batch. Choosing these three cases exercises every reconciliation direction — removal, no-op, and addition — when the count is finished.

**Screenshots:**

![step 04 counted items](screenshots/step-04-counted-items.png)

**Video recording:**

[▶ Watch step recording](videos/step-04-count.webm)

---

### 5. Step 5: Rep finishes the cycle count — ✅ PASS

**What this step proves:**

Blair presses Finish cycle count on the count screen and confirms in the finish dialog, which shows the counted total and pins the request-locked inventory. finishCycleCount closes the scan batches, reconciles inventory to the counted quantities (one cycle_count_reconcile inventory transaction with add/remove inventory_history rows), closes the count as applied, and auto-completes the request since its only remaining location is now counted, which also emails the requester. The close is recorded as a cycle_count:close user event and the auto-completion as an auto_complete_cycle_count_request audit event and decision. This is the primary URS-076 evidence that finishing a cycle count updates inventory.

**Audit events generated by this step:**

*(Evidence scoped to step execution window: 2026-09-29T02:32:05.187Z → 2026-09-29T02:32:06.246Z)*

| Time | Type | Action | User | Org | Performed |
|------|------|--------|------|-----|-----------|
| 2026-09-29 02:32:05Z | decision | finish_cycle_count | blair.bennett@corvetasurgical.com | Corveta Surgical Group | yes |
| 2026-09-29 02:32:05Z | decision | refresh_unassigned_cycle_counts_review_item | blair.bennett@corvetasurgical.com | Corveta Surgical Group | no |
| 2026-09-29 02:32:05Z | decision | ensure_lot_expiration_cycle_counter_assignment | — | Corveta Surgical Group | no |
| 2026-09-29 02:32:05Z | decision | upgrade_lot_expiration_checklist_priority | — | Corveta Surgical Group | no |
| 2026-09-29 02:32:05Z | decision | ensure_lot_expiration_checklist | — | Corveta Surgical Group | no |
| 2026-09-29 02:32:05Z | decision | send_cycle_count_request_completed_notification | — | Vantis | yes |
| 2026-09-29 02:32:05Z | cycle_count_request | auto_complete_cycle_count_request | blair.bennett@corvetasurgical.com | Vantis | — |
| 2026-09-29 02:32:05Z | decision | auto_complete_cycle_count_request | blair.bennett@corvetasurgical.com | Vantis | yes |
| 2026-09-29 02:32:05Z | decision | cycleCount.excludeSequesteredReturnUnits | blair.bennett@corvetasurgical.com | Corveta Surgical Group | no |
| 2026-09-29 02:32:05Z | decision | inventory.gate_cycle_count_evidence_photos | blair.bennett@corvetasurgical.com | Corveta Surgical Group | no |
| 2026-09-29 02:32:05Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | no |
| 2026-09-29 02:32:05Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | no |
| 2026-09-29 02:32:06Z | user_log | cycle_count:close | blair.bennett@corvetasurgical.com | Corveta Surgical Group | — |
| 2026-09-29 02:32:06Z | transactional_email | cycle_count_request_completed | — | Vantis | — |

**Emails triggered by this step:**

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

**Email 1: Cycle Count Request 100% Complete - Cycle count request - Sep 29, 2026, 2:31 AM**

Template: `Cycle_Count_Request_100%_Complete_-_Cycle_count_request_-_Sep_29,_2026,_2_31_AM`

![Cycle Count Request 100% Complete - Cycle count request - Sep 29, 2026, 2:31 AM](screenshots/emails/2026-09-29T02-32-06-133Z-Cycle_Count_Request_100%_Complete_-_Cycle_count_request_-_Sep_29,_2026,_2_31_AM.png)

**Screenshots:**

![step 05 finish summary](screenshots/step-05-finish-summary.png)

![step 05 finished](screenshots/step-05-finished.png)

**Video recording:**

[▶ Watch step recording](videos/step-05-finish.webm)

---

### 6. Step 6: Completion is reflected for the rep and the admin — ✅ PASS

**What this step proves:**

Both sides observe the completed lifecycle: the trunk's cycle count list shows the count as Completed for Blair, and Alex's request detail shows 1 / 1 locations counted with the location row Completed. This verifies the monitoring rollup reflects the finished count to the requesting administrator.

**Audit events generated by this step:**

*(Evidence scoped to step execution window: 2026-09-29T02:32:10.678Z → 2026-09-29T02:32:13.673Z)*

| Time | Type | Action | User | Org | Performed |
|------|------|--------|------|-----|-----------|
| 2026-09-29 02:32:12Z | user_log | user:login | alex.admin@vantismedical.com | Vantis | — |

**Screenshots:**

![step 06 location completed](screenshots/step-06-location-completed.png)

![step 06 request completed](screenshots/step-06-request-completed.png)

**Video recording:**

[▶ Watch step recording](videos/step-06-completed.webm)

---

## 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.

### Cycle count request completed — ✅ PASS

**Assertion:** Exactly one URS-076 request exists for this run, created by Alex Admin, with status 'completed' and a non-null completed_at

```sql
SELECT id, status, name, total_location_count, completed_at, created_by_user_id
      FROM cycle_count_requests
      WHERE organization_id = $1
        AND note LIKE '%' || $2 || '%'
        AND created_at >= $3
      ORDER BY created_at DESC
```

| id | status | name | total_location_count | completed_at | created_by_user_id |
| --- | --- | --- | --- | --- | --- |
| 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | completed | Cycle count request - Sep 29, 2026, 2:31 AM | 1 | 2026-09-29T02:32:06.028Z | f6a7b8c9-d0e1-2345-f123-456789012345 |

### Non-consignment accounts excluded from request — ✅ PASS

**Assertion:** No request-location row and no request-opened cycle count exists for the shipping locations of the non-consignment accounts (Cedar Crest Hospital - Shipping, Lakeside Ortho - Shipping)

```sql
SELECT 'request_location' AS kind, location_id
      FROM cycle_count_request_locations
      WHERE request_id = $1 AND location_id = ANY($2)
      UNION ALL
      SELECT 'cycle_count' AS kind, location_id
      FROM cycle_counts
      WHERE organization_id = $3
        AND metadata->>'requestId' = $1::text
        AND location_id = ANY($2)
```

*No rows returned*

### Cancelled location removed from request — ✅ PASS

**Assertion:** Exactly one request-location row remains and it is Blair's trunk (the rest were cancelled)

```sql
SELECT location_id, inventory_id FROM cycle_count_request_locations
      WHERE request_id = $1
```

| location_id | inventory_id |
| --- | --- |
| a6e7f8a9-b0c1-2345-0123-456789012345 | fa000001-0000-4000-8000-000000000001 |

### Cycle count closed and applied — ✅ PASS

**Assertion:** The request-opened count at Blair's trunk is closed by Blair Bennett with applied = true

```sql
SELECT id, closed_at, closed_by_user_id, applied,
        metadata->>'origin' AS origin, metadata->>'requestId' AS request_id
      FROM cycle_counts
      WHERE organization_id = $1
        AND location_id = $2
        AND metadata->>'requestId' = $3::text
```

| id | closed_at | closed_by_user_id | applied | origin | request_id |
| --- | --- | --- | --- | --- | --- |
| 01a0eb00-8ba0-70c8-ba3d-9f948b086b2f | 2026-09-29T02:32:05.989Z | 17b8c9d0-e1f2-3456-1234-567890123456 | true | admin_request | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a |

### Cancelled locations' counts closed without applying — ✅ PASS

**Assertion:** All three cancelled locations' pre-opened counts are closed with applied = false and cancelledReason = 'request_location_cancelled'

```sql
SELECT id, location_id, closed_at, applied,
        metadata->>'cancelledReason' AS cancelled_reason
      FROM cycle_counts
      WHERE organization_id = $1
        AND location_id <> $2
        AND metadata->>'requestId' = $3::text
```

| id | location_id | closed_at | applied | cancelled_reason |
| --- | --- | --- | --- | --- |
| 01a0eb00-8ba5-73f4-95b8-9897230d339e | 01a0eb00-2756-7326-9f28-1f36ddd62ab3 | 2026-09-29T02:31:27.433Z | false | request_location_cancelled |
| 01a0eb00-8bab-77cf-af35-f769c506becf | 6ea3b4c5-d6e7-8901-6789-012345678901 | 2026-09-29T02:31:27.437Z | false | request_location_cancelled |
| 01a0eb00-8b97-7d4d-b2fa-854ef67e6f59 | b7f8a9b0-c1d2-3456-1234-567890123456 | 2026-09-29T02:31:27.442Z | false | request_location_cancelled |

### Inventory updated to counted quantities — ✅ PASS

**Assertion:** On-hand quantity per lot matches the count: URS076-NP-001 = 3 (was 5), URS076-LL-001 = 3 (was 3), URS076-KF-001 = 2 (was absent)

```sql
SELECT ii.lot, SUM(ii.quantity_ready)::int AS quantity_ready
      FROM inventory_items ii
      WHERE ii.real_world_location_id = $1
        AND ii.lot IN ($2, $3, $4)
      GROUP BY ii.lot
      ORDER BY ii.lot
```

| lot | quantity_ready |
| --- | --- |
| URS076-KF-001 | 2 |
| URS076-LL-001 | 3 |
| URS076-NP-001 | 3 |

### Reconciliation transaction recorded — ✅ PASS

**Assertion:** Exactly one inventory transaction with source_type 'cycle_count_reconcile' references the finished count, created by Blair Bennett

```sql
SELECT id, source_type, source_id, created_by
      FROM inventory_transactions
      WHERE source_type = 'cycle_count_reconcile'
        AND source_id = $1
```

| id | source_type | source_id | created_by |
| --- | --- | --- | --- |
| 01a0eb01-4c51-7ab5-a279-aa3c5ef62742 | cycle_count_reconcile | 01a0eb00-8ba0-70c8-ba3d-9f948b086b2f | 17b8c9d0-e1f2-3456-1234-567890123456 |

### Inventory history traces the reconciliation — ✅ PASS

**Assertion:** History records the reconcile per lot: URS076-NP-001 removed 5 / added 3, URS076-LL-001 removed 3 / added 3, URS076-KF-001 added 2 — all with reason 'cycle_count'

```sql
SELECT ih.info->>'action' AS action, ih.quantity, ii.lot
      FROM inventory_history ih
      JOIN inventory_items ii ON ii.id = ih.item_id
      WHERE ih.info->>'cycleCountId' = $1::text
        AND ih.info->>'reason' = 'cycle_count'
      ORDER BY ii.lot, action
```

| action | quantity | lot |
| --- | --- | --- |
| added | 2 | URS076-KF-001 |
| added | 3 | URS076-LL-001 |
| removed | 3 | URS076-LL-001 |
| added | 3 | URS076-NP-001 |
| removed | 5 | URS076-NP-001 |
| removed | 5 | VM-PMX-2402 |
| removed | 10 | VM-PMX-2440 |
| removed | 4 | VM-SHV-2401 |
| removed | 6 | VM-SHV-2415 |
| removed | 3 | VM-SHV-FT01 |
| removed | 2 | VM-SHV-FT02 |
| removed | 4 | VM-SHV-FT03 |

### Scan batches closed — ✅ PASS

**Assertion:** At least one scan batch exists for the count and all have closed_at set

```sql
SELECT id, closed_at FROM scan_batches WHERE cycle_count_id = $1
```

| id | closed_at |
| --- | --- |
| 01a0eb01-02a9-7f8f-97a5-00e5198b2ede | 2026-09-29T02:32:05.952Z |

### No negative inventory quantities — ✅ PASS

**Assertion:** Reconciliation never drives quantity_ready below zero

```sql
SELECT id, lot, quantity_ready FROM inventory_items
      WHERE real_world_location_id = $1 AND quantity_ready < 0
```

*No rows returned*

### Audit log covers the lifecycle — ✅ PASS

**Assertion:** Audit events since the run started include: create_cycle_count_request, cancel_cycle_count_request_locations, cycle_count:close, auto_complete_cycle_count_request

```sql
SELECT DISTINCT action FROM audit_events
      WHERE created_at >= $1
        AND action = ANY($2)
        AND organization_id IN ($3, $4)
```

| action |
| --- |
| auto_complete_cycle_count_request |
| cancel_cycle_count_request_locations |
| create_cycle_count_request |
| cycle_count:close |

## 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: Admin requests a cycle count of distributor trunk and account locations | `cycle_count_request:create_cycle_count_request` | ✅ |
| Step 1: Admin requests a cycle count of distributor trunk and account locations | `decision:create_cycle_count_request_item` | ✅ |
| Step 2: Admin narrows the request to a single trunk location | `cycle_count_request:cancel_cycle_count_request_locations` | ✅ |
| Step 2: Admin narrows the request to a single trunk location | `decision:cancel_cycle_count_request_location` | ✅ |
| Step 5: Rep finishes the cycle count | `user_log:cycle_count:close` | ✅ |
| Step 5: Rep finishes the cycle count | `cycle_count_request:auto_complete_cycle_count_request` | ✅ |
| Step 5: Rep finishes the cycle count | `decision:auto_complete_cycle_count_request` | ✅ |

### Email Template Assertions

Each row asserts that a declared `expectedEmailTemplates` entry was matched (case-insensitive substring) by a captured email subject or template. A ❌ flips overall status to FAIL.

| Step | Expected Template | Found |
|------|-------------------|-------|
| Step 5: Rep finishes the cycle count | `Cycle Count Request 100% Complete` | ✅ |

## 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:** 2026-09-29T02:30:57.308Z

<details><summary>Query used to capture events</summary>

```sql
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
```
</details>

41 event(s) captured:

| Time | Type | Action | User | Org | Object ID | Performed | Reason |
|------|------|--------|------|-----|-----------|-----------|--------|
| 2026-09-29 02:31:04Z | user_log | user:login | alex.admin@vantismedical.com | Vantis | — | — |  |
| 2026-09-29 02:31:16Z | decision | create_cycle_count_request_item | alex.admin@vantismedical.com | Corveta Surgical Group | 01a0eb00-8bd0-7c9d-a52c-b1ec529af620 | yes | assigned_trunk_owner |
| 2026-09-29 02:31:16Z | decision | create_cycle_count_request_item | alex.admin@vantismedical.com | Corveta Surgical Group | 01a0eb00-8bd2-7b84-ae6f-01c592865e0d | yes | assigned_shared_inventory_team |
| 2026-09-29 02:31:16Z | decision | create_cycle_count_request_item | alex.admin@vantismedical.com | Corveta Surgical Group | 01a0eb00-8bd4-7182-86c3-a1b58354cfc8 | yes | created_unassigned |
| 2026-09-29 02:31:16Z | decision | assign_unassigned_cycle_counts_review_recipients | alex.admin@vantismedical.com | Corveta Surgical Group | b2c3d4e5-f6a7-8901-bcde-f12345678901 | yes | distributor_admin_roles_assigned |
| 2026-09-29 02:31:16Z | checklist | checklists.create | alex.admin@vantismedical.com | Corveta Surgical Group | 01a0eb00-8c6c-7808-ac93-6e099659a994 | — |  |
| 2026-09-29 02:31:16Z | decision | refresh_unassigned_cycle_counts_review_item | alex.admin@vantismedical.com | Corveta Surgical Group | b2c3d4e5-f6a7-8901-bcde-f12345678901 | yes | created |
| 2026-09-29 02:31:16Z | checklist | checklists.create | alex.admin@vantismedical.com | Corveta Surgical Group | 01a0eb00-8bc3-7d0b-8eb6-e381e8a4828c | — |  |
| 2026-09-29 02:31:16Z | decision | create_cycle_count_request_item | alex.admin@vantismedical.com | Corveta Surgical Group | 01a0eb00-8bcd-798c-849a-7f8fdc060dec | yes | assigned_trunk_owner |
| 2026-09-29 02:31:16Z | decision | auto_complete_cycle_count_request | alex.admin@vantismedical.com | Vantis | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | no | request_has_incomplete_cycle_counts |
| 2026-09-29 02:31:16Z | cycle_count_request | create_cycle_count_request | alex.admin@vantismedical.com | Vantis | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | — |  |
| 2026-09-29 02:31:19Z | user_log | user:login | alex.admin@vantismedical.com | Vantis | — | — |  |
| 2026-09-29 02:31:27Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | 01a0eb00-8bd2-7b84-ae6f-01c592865e0d | no | Checklist item is not linked to any ticket. |
| 2026-09-29 02:31:27Z | decision | refresh_unassigned_cycle_counts_review_item | alex.admin@vantismedical.com | Corveta Surgical Group | b2c3d4e5-f6a7-8901-bcde-f12345678901 | no | no_unassigned_locations |
| 2026-09-29 02:31:27Z | decision | cancel_cycle_count_request_location | alex.admin@vantismedical.com | Vantis | 01a0eb00-2756-7326-9f28-1f36ddd62ab3 | yes | request_location_cancelled |
| 2026-09-29 02:31:27Z | decision | cancel_cycle_count_request_location | alex.admin@vantismedical.com | Vantis | 6ea3b4c5-d6e7-8901-6789-012345678901 | yes | request_location_cancelled |
| 2026-09-29 02:31:27Z | decision | cancel_cycle_count_request_location | alex.admin@vantismedical.com | Vantis | b7f8a9b0-c1d2-3456-1234-567890123456 | yes | request_location_cancelled |
| 2026-09-29 02:31:27Z | decision | auto_complete_cycle_count_request | alex.admin@vantismedical.com | Vantis | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | no | request_has_incomplete_cycle_counts |
| 2026-09-29 02:31:27Z | cycle_count_request | cancel_cycle_count_request_locations | alex.admin@vantismedical.com | Vantis | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | — |  |
| 2026-09-29 02:31:27Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | 01a0eb00-8c74-7d65-b0d4-81dbb5013c17 | no | Checklist item is not linked to any ticket. |
| 2026-09-29 02:31:27Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | 01a0eb00-8bcd-798c-849a-7f8fdc060dec | no | Checklist item is not linked to any ticket. |
| 2026-09-29 02:31:27Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | 01a0eb00-8bd4-7182-86c3-a1b58354cfc8 | no | Checklist item is not linked to any ticket. |
| 2026-09-29 02:31:30Z | user_log | user:login | blair.bennett@corvetasurgical.com | Corveta Surgical Group | — | — |  |
| 2026-09-29 02:31:38Z | user_log | user:login | blair.bennett@corvetasurgical.com | Corveta Surgical Group | — | — |  |
| 2026-09-29 02:32:01Z | user_log | user:login | blair.bennett@corvetasurgical.com | Corveta Surgical Group | — | — |  |
| 2026-09-29 02:32:05Z | decision | finish_cycle_count | blair.bennett@corvetasurgical.com | Corveta Surgical Group | 01a0eb00-8ba0-70c8-ba3d-9f948b086b2f | yes | count_open |
| 2026-09-29 02:32:05Z | decision | refresh_unassigned_cycle_counts_review_item | blair.bennett@corvetasurgical.com | Corveta Surgical Group | b2c3d4e5-f6a7-8901-bcde-f12345678901 | no | no_unassigned_locations |
| 2026-09-29 02:32:05Z | decision | ensure_lot_expiration_cycle_counter_assignment | — | Corveta Surgical Group | b7f8a9b0-c1d2-3456-1234-567890123456 | no | no_latest_cycle_counter |
| 2026-09-29 02:32:05Z | decision | upgrade_lot_expiration_checklist_priority | — | Corveta Surgical Group | b2c3d4e5-f6a7-8901-bcde-f12345678901 | no | no_open_checklists_below_high |
| 2026-09-29 02:32:05Z | decision | ensure_lot_expiration_checklist | — | Corveta Surgical Group | b2c3d4e5-f6a7-8901-bcde-f12345678901 | no | all_locations_already_open |
| 2026-09-29 02:32:05Z | decision | send_cycle_count_request_completed_notification | — | Vantis | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | yes | creator_available |
| 2026-09-29 02:32:05Z | cycle_count_request | auto_complete_cycle_count_request | blair.bennett@corvetasurgical.com | Vantis | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | — |  |
| 2026-09-29 02:32:05Z | decision | auto_complete_cycle_count_request | blair.bennett@corvetasurgical.com | Vantis | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | yes | request_auto_completed |
| 2026-09-29 02:32:05Z | decision | cycleCount.excludeSequesteredReturnUnits | blair.bennett@corvetasurgical.com | Corveta Surgical Group | 01a0eb00-8ba0-70c8-ba3d-9f948b086b2f | no | No open return movement holds units at the location |
| 2026-09-29 02:32:05Z | decision | inventory.gate_cycle_count_evidence_photos | blair.bennett@corvetasurgical.com | Corveta Surgical Group | 01a0eb00-8ba0-70c8-ba3d-9f948b086b2f | no | requirement_not_active |
| 2026-09-29 02:32:05Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | fa000009-0000-4000-8000-000000000009 | no | Checklist item is not linked to any ticket. |
| 2026-09-29 02:32:05Z | decision | tickets.checklist_item_resolve.auto_resolve_ticket | — | Corveta Surgical Group | 01a0eb00-8bd0-7c9d-a52c-b1ec529af620 | no | Checklist item is not linked to any ticket. |
| 2026-09-29 02:32:06Z | user_log | cycle_count:close | blair.bennett@corvetasurgical.com | Corveta Surgical Group | 01a0eb00-8ba0-70c8-ba3d-9f948b086b2f | — |  |
| 2026-09-29 02:32:06Z | transactional_email | cycle_count_request_completed | — | Vantis | 01a0eb00-8b7a-7d9c-9e6d-f17f5a9b576a | — |  |
| 2026-09-29 02:32:07Z | user_log | user:login | blair.bennett@corvetasurgical.com | Corveta Surgical Group | — | — |  |
| 2026-09-29 02:32:12Z | user_log | user:login | alex.admin@vantismedical.com | Vantis | — | — |  |

## Email Evidence

1 notification email(s) were captured during this test run. Each email is rendered as a screenshot for compliance review.

### 1. Cycle Count Request 100% Complete - Cycle count request - Sep 29, 2026, 2:31 AM

**Template:** `Cycle_Count_Request_100%_Complete_-_Cycle_count_request_-_Sep_29,_2026,_2_31_AM`

![Cycle Count Request 100% Complete - Cycle count request - Sep 29, 2026, 2:31 AM](screenshots/emails/2026-09-29T02-32-06-133Z-Cycle_Count_Request_100%_Complete_-_Cycle_count_request_-_Sep_29,_2026,_2_31_AM.png)