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: 2026-08-03T23:09:29.620Z Duration: 103.2s 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:39415
• Database: localhost:46401/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: 2026-08-03T23:09:51.201Z → 2026-08-03T23:10:04.600Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:10:00Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	no
2026-08-03 23:10:00Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-08-03 23:10:00Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	yes
2026-08-03 23:10:00Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	—
2026-08-03 23:10:02Z	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 - 8/3/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_8_3_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: 2026-08-03T23:10:15.135Z → 2026-08-03T23:10:20.995Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:10:20Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	yes
2026-08-03 23:10:20Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	—

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: 2026-08-03T23:10:32.818Z → 2026-08-03T23:10:38.528Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:10:38Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	—
2026-08-03 23:10:38Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	yes

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: 2026-08-03T23:10:50.332Z → 2026-08-03T23:10:56.098Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:10:55Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	yes
2026-08-03 23:10:55Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	—

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
019fc9e4-2917-795c-8670-24befcaaa8a4	BO-1	submitted	fea7b8c9-d0e1-2345-0123-456789012345	URS-010 validation: bill-only	2026-08-03T23:10:00.936Z

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
019fc9e4-2913-769c-9bf5-5bbc00f2be7b	019fc9e4-2917-795c-8670-24befcaaa8a4	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
019fc9e4-76a7-71ff-9b67-610af63506e7	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
019fc9e4-bb55-7013-8c67-eb52c8776325	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
019fc9e5-0002-7a82-a62c-d8b47b28da1c	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: 2026-08-03T23:09:27.690Z

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

17 event(s) captured:

Time	Type	Action	User	Org	Object ID	Performed	Reason
2026-08-03 23:09:32Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:09:39Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:10:00Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	019fc9e4-2917-795c-8670-24befcaaa8a4	no	No uploaded PO documents
2026-08-03 23:10:00Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	019fc9e4-2917-795c-8670-24befcaaa8a4	no	no_purchase_order_selected
2026-08-03 23:10:00Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	019fc9e4-2917-795c-8670-24befcaaa8a4	yes	inventory_items_decremented
2026-08-03 23:10:00Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	019fc9e4-2917-795c-8670-24befcaaa8a4	—
2026-08-03 23:10:02Z	transactional_email	new_bill_only	—	Corveta Surgical Group	019fc9e4-2917-795c-8670-24befcaaa8a4	—
2026-08-03 23:10:06Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:10:20Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	019fc9e4-76a7-71ff-9b67-610af63506e7	yes	Order request OR-2 created (importSource=manual)
2026-08-03 23:10:20Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	019fc9e4-76b4-7895-ab85-f37e54d8ef22	—
2026-08-03 23:10:23Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:10:38Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	019fc9e4-bb5f-7081-a20f-86f4da626ed6	—
2026-08-03 23:10:38Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	019fc9e4-bb55-7013-8c67-eb52c8776325	yes	Order request OR-3 created (importSource=manual)
2026-08-03 23:10:41Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:10:55Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	019fc9e5-0002-7a82-a62c-d8b47b28da1c	yes	Order request OR-4 created (importSource=manual)
2026-08-03 23:10:55Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	019fc9e5-000a-7b2c-be63-582da0f508b7	—
2026-08-03 23:10:58Z	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 - 8/3/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_8_3_2026_-_Vantis_BO-1

Downloads

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

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