URS-010 · Submit different order types (Bill-Only, Trunk Stock, Direct, Drop-ship)

Title: Submit different order types (Bill-Only, Trunk Stock, Direct, Drop-ship) Date: 2026-09-29T02:31:02.000Z Duration: 112.6s Overall Status: ✅ PASS

User Requirement

The system shall allow reps to submit different order types (Bill‑Only, Trunk Stock, Direct, Drop‑ship).

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

Environment

• Inbox URL: http://localhost:42897
• Database: localhost:40549/cc_repinbox_dev

Setup

Status: ✅ PASS

Test Steps

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

1. Step 1: Login and navigate — ✅ PASS

What this step proves:

Proves that Blair Bennett (Corveta sales rep) can authenticate and reach the order creation form. Establishes the user context used for every subsequent submission.

Screenshots:

Video recording:

---

2. Step 2: Bill-Only order — ✅ PASS

What this step proves:

A Bill-Only order is created and submitted end-to-end via the /billing/new flow. The rep selects ROSS Surgical as the sales account, uses their own trunk (TRUNK-36) as the inventory source, and adds NovaPatch with the seeded lot. The success screen confirms the bill-only submission landed as a billing_orders row. A “New Bill-Only Order” notification email is dispatched to the rep confirming the submission.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:31:30.231Z → 2026-09-29T02:31:44.960Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:31:40Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:40Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:31:40Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:31:40Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:40Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:40Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	yes
2026-09-29 02:31:40Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:40Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:40Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:40Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:40Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:41Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	no
2026-09-29 02:31:42Z	transactional_email	new_bill_only	—	Corveta Surgical Group	—

Emails triggered by this step:

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

Email 1: New Bill-Only Order - 9/29/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_9_29_2026_-_Vantis_BO-1

Screenshots:

Video recording:

---

3. Step 3: Consignment order — ✅ PASS

What this step proves:

A consignment order is created and submitted end-to-end via /orders/requests/new. The rep selects ROSS Surgical as the delivery location and picks the Consignment order type. The success screen confirms the order_requests row was accepted with order type “Consignment”.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:31:56.427Z → 2026-09-29T02:32:02.355Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:32:02Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:02Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:32:02Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	yes

Screenshots:

Video recording:

---

4. Step 4: Direct order — ✅ PASS

What this step proves:

A direct sales order is created and submitted end-to-end via /orders/requests/new. The rep selects Cedar Crest Hospital as the delivery location and switches the order type to Direct Order. The success screen confirms the order_requests row was accepted with order type “Direct”.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:32:14.340Z → 2026-09-29T02:32:20.103Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:32:19Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:19Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	yes
2026-09-29 02:32:19Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no

Screenshots:

Video recording:

---

5. Step 5: Drop-ship order — ✅ PASS

What this step proves:

A drop-ship order is created and submitted end-to-end via /orders/requests/new. The rep selects Lakeside Orthopaedic Surgery Center as the delivery location and switches the order type to Drop-ship, which reveals the Receiving Rep selector. The success screen confirms the order_requests row was accepted with order type “Drop-ship”.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:32:32.004Z → 2026-09-29T02:32:37.818Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:32:37Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:37Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:32:37Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	yes

Screenshots:

Video recording:

---

6. Step 6: Orders summary — ✅ PASS

What this step proves:

Both the /orders/requests and /billing lists are opened after all submissions. Evidence screenshots show that the consignment, direct, drop-ship, and bill-only orders all persisted and are visible in their respective list views.

Screenshots:

Video recording:

---

Database Validations

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

Bill-Only order created — ✅ PASS

Assertion: A billing_orders row tagged URS-010 should exist for Blair

SELECT bo.id, bo.order_number, bo.status, bo.sales_account_id,
        bo.notes, bo.created_at
      FROM billing_orders bo
      WHERE bo.created_by_user_id = $1
        AND bo.notes LIKE '%URS-010%'
      ORDER BY bo.created_at DESC
      LIMIT 5

id	order_number	status	sales_account_id	notes	created_at
01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	BO-1	submitted	fea7b8c9-d0e1-2345-0123-456789012345	URS-010 validation: bill-only	2026-09-29T02:31:40.613Z

Bill-Only item pulls from Blair’s trunk with the seeded lot — ✅ PASS

Assertion: A billing_order_items row should reference TRUNK-36 and lot URS010-SP-001

SELECT boi.id, boi.billing_order_id, boi.location_id,
        boi.lot_number, op.title AS product_name,
        rwl.name AS location_name, rwl.type AS location_type
      FROM billing_order_items boi
      JOIN billing_orders bo ON boi.billing_order_id = bo.id
      LEFT JOIN org_products op ON boi.product_id = op.id
      LEFT JOIN real_world_locations rwl ON boi.location_id = rwl.id
      WHERE bo.created_by_user_id = $1
        AND bo.notes LIKE '%URS-010%'
        AND boi.lot_number = $2
      ORDER BY bo.created_at DESC
      LIMIT 10

id	billing_order_id	location_id	lot_number	product_name	location_name	location_type
01a0eb00-e99f-7ff6-b24e-a8bd98379e48	01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	a6e7f8a9-b0c1-2345-0123-456789012345	URS010-SP-001	NovaPatch® PET	TRUNK-36	trunk_stock

Consignment order submitted — ✅ PASS

Assertion: A consignment order_request tagged URS-010 should exist

SELECT id, request_number, order_type, status, sales_account_id, notes
      FROM order_requests
      WHERE requested_by_user_id = $1
        AND order_type = 'consignment'
        AND notes LIKE '%URS-010%'
      ORDER BY created_at DESC
      LIMIT 1

id	request_number	order_type	status	sales_account_id	notes
01a0eb01-3dac-778f-86c3-e32b89f7b6c0	OR-2	consignment	submitted	fea7b8c9-d0e1-2345-0123-456789012345	URS-010 validation: consignment

Direct order submitted — ✅ PASS

Assertion: A direct order_request tagged URS-010 should exist

SELECT id, request_number, order_type, status, sales_account_id, notes
      FROM order_requests
      WHERE requested_by_user_id = $1
        AND order_type = 'direct'
        AND notes LIKE '%URS-010%'
      ORDER BY created_at DESC
      LIMIT 1

id	request_number	order_type	status	sales_account_id	notes
01a0eb01-8300-7186-ae36-e9979465d600	OR-3	direct	submitted	1fb8c9d0-e1f2-3456-1234-567890123456	URS-010 validation: direct

Drop-ship order submitted — ✅ PASS

Assertion: A dropship order_request tagged URS-010 should exist

SELECT id, request_number, order_type, status, sales_account_id, notes
      FROM order_requests
      WHERE requested_by_user_id = $1
        AND order_type = 'dropship'
        AND notes LIKE '%URS-010%'
      ORDER BY created_at DESC
      LIMIT 1

id	request_number	order_type	status	sales_account_id	notes
01a0eb01-c824-71cb-9e1f-e6ba1b282445	OR-4	dropship	submitted	2ac9d0e1-f2a3-4567-2345-678901234567	URS-010 validation: dropship

All four order types submitted — ✅ PASS

Assertion: All four order types should be present: consignment, direct, dropship (order_requests) plus at least one billing_orders row (Bill-Only)

SELECT
        (SELECT COUNT(DISTINCT order_type)::int
           FROM order_requests
           WHERE requested_by_user_id = $1
             AND notes LIKE '%URS-010%'
             AND order_type IN ('consignment', 'direct', 'dropship')) AS request_type_count,
        (SELECT COUNT(*)::int
           FROM billing_orders
           WHERE created_by_user_id = $1
             AND notes LIKE '%URS-010%') AS billing_order_count

request_type_count	billing_order_count
3	1

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 2: Bill-Only order	decision:bill_only_order.inventory_items_decrement	✅
Step 2: Bill-Only order	billing_order:status_change	✅

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 2: Bill-Only order	bill-only	✅

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: 2026-09-29T02:31:00.186Z

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

30 event(s) captured:

Time	Type	Action	User	Org	Object ID	Performed	Reason
2026-09-29 02:31:06Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:31:16Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:31:28Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	fea7b8c9-d0e1-2345-0123-456789012345	no	no_same_day_candidates
2026-09-29 02:31:28Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:40Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	no	flag_disabled
2026-09-29 02:31:40Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	fea7b8c9-d0e1-2345-0123-456789012345	no	no_same_day_candidates
2026-09-29 02:31:40Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	no	no_purchase_order_selected
2026-09-29 02:31:40Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:40Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:40Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	yes	inventory_items_decremented
2026-09-29 02:31:40Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	no	No uploaded PO documents
2026-09-29 02:31:40Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	—
2026-09-29 02:31:40Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-ea02-7e64-995e-2397f7648dbf	—
2026-09-29 02:31:40Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-ea0a-7214-8302-f22eb487cc91	—
2026-09-29 02:31:40Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-ea14-7e0d-961b-fec9ce1b5988	—
2026-09-29 02:31:41Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	no	order has no no-charge item with an incident reason
2026-09-29 02:31:42Z	transactional_email	new_bill_only	—	Corveta Surgical Group	01a0eb00-e9b6-79b6-907f-ab8dc5fa847f	—
2026-09-29 02:31:47Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:32:02Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-3dbd-7d7c-8f6f-e408ff276acc	—
2026-09-29 02:32:02Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:02Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-3dac-778f-86c3-e32b89f7b6c0	yes	Order request OR-2 created (importSource=manual)
2026-09-29 02:32:05Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:32:19Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-830c-7932-85f5-699b531664a6	—
2026-09-29 02:32:19Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-8300-7186-ae36-e9979465d600	yes	Order request OR-3 created (importSource=manual)
2026-09-29 02:32:19Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:23Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:32:37Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c830-7088-a873-65fcd7e6885c	—
2026-09-29 02:32:37Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:37Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c824-71cb-9e1f-e6ba1b282445	yes	Order request OR-4 created (importSource=manual)
2026-09-29 02:32:40Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—

Email Evidence

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

1. New Bill-Only Order - 9/29/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_9_29_2026_-_Vantis_BO-1

Downloads

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

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