URS-020 · Duplicate Delivered Order Form (DOF / Bill-Only) Detection

Title: Duplicate Delivered Order Form (DOF / Bill-Only) Detection Date: 2026-09-29T02:31:02.531Z Duration: 119.1s Overall Status: ✅ PASS

User Requirement

The system shall detect potential duplicate DOFs using account, PO, patient ID, and procedure date.

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

Known Deviations

The run below validates what the merged implementation actually does. The following bullets call out every place where the implementation differs from the URS wording so a reviewer reading them side-by-side does not mistake the spec text for the system behaviour.

• PO number is not a duplicate-detection input. (see DF-2598) URS-020 lists PO number as a detection signal, but the implementation ignores it. findDuplicateBillingOrderMatches (in modules/bill_only/src/services/duplicate_billing_orders.ts), which both the client warning and the submission gate call, selects candidates on sales_account_id + procedure_date scoped to the user’s organization, then flags a candidate when patient MRN, patient last name, or surgeon name also matches. PO number takes no part in either stage. This is intentional: sales reps typically submit bill-onlies before the PO has arrived, so requiring PO in the match would silently disable detection for the common case. The test below exercises the implemented behaviour rather than the URS wording.

Environment

• Inbox URL: http://localhost:35057
• Database: localhost:43693/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 open bill-only form — ✅ PASS

What this step proves:

Blair Bennett (Corveta admin, has billing:create) signs in and opens the bill-only creation wizard. Establishes the user + permission context for every subsequent step.

Screenshots:

Video recording:

---

2. Step 2: Submit reference order — ✅ PASS

What this step proves:

Submits a bill-only order with the canonical reference values — ROSS Surgical account, procedure date 2026-04-15, patient PAT-URS020-001 / URS020TestLastName. No warning appears because no prior duplicate exists. This order becomes the match target for Step 3–5 and is persisted with the “URS-020 validation test” notes marker.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:31:23.746Z → 2026-09-29T02:31:35.100Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:31:24Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:31:24Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:31:32Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:32Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:31:32Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:31:32Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:31:32Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:32Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:32Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:31:32Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:32Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	yes
2026-09-29 02:31:32Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:32Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:32Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:34Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	no

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 - 7/31/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-1

Email 2: New Bill-Only Order - 7/31/2026 - Vantis BO-2

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-2

Email 3: New Bill-Only Order - 7/31/2026 - Vantis BO-3

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-3

Email 4: New Bill-Only Order - 7/26/2026 - Vantis BO-4

Template: New_Bill-Only_Order_-_7_26_2026_-_Vantis_BO-4

Screenshots:

Video recording:

---

3. Step 3: Duplicate warning with both badges — ✅ PASS

What this step proves:

Re-entering the reference account + procedure date + patient ID + last name triggers “Possible Duplicate Submission”. Both “(Same patient ID)” and “(Same last name)” badges render because the match row shares those annotation fields. Clicking “This is not a duplicate — continue” unlocks step advancement and the submission then completes end-to-end — proving duplicate detection is a soft block the user can acknowledge and override, and giving the DB a second row that shares the full (account, date, patient ID, last name) key with the reference order.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:31:45.775Z → 2026-09-29T02:31:56.781Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:31:49Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:31:49Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:31:56Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:31:56Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:31:56Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:56Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:56Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:56Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:56Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:31:56Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:56Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	yes
2026-09-29 02:31:56Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:31:56Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:31:56Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no

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 - 7/31/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-1

Email 2: New Bill-Only Order - 7/31/2026 - Vantis BO-2

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-2

Email 3: New Bill-Only Order - 7/31/2026 - Vantis BO-3

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-3

Email 4: New Bill-Only Order - 7/26/2026 - Vantis BO-4

Template: New_Bill-Only_Order_-_7_26_2026_-_Vantis_BO-4

Screenshots:

Video recording:

---

4. Step 4: Change date — warning hides — ✅ PASS

What this step proves:

Switching procedure date from 2026-04-15 to 2026-04-10 dismisses the warning because the primary match key (sales_account_id, procedure_date) no longer matches. Reverting the date brings the warning back — confirms the check is live-driven by form state, not cached server-side.

Screenshots:

Video recording:

---

5. Step 5: Clear patient ID — badge hides, warning remains — ✅ PASS

What this step proves:

Clearing the patient ID field while leaving account + procedure date intact keeps the “Possible Duplicate Submission” warning (primary key still hits) but drops the “(Same patient ID)” badge — proving patient_id is only an annotation, not part of the primary match, while last-name match still annotates.

Screenshots:

Video recording:

---

6. Step 6: Different account, same date — no warning — ✅ PASS

What this step proves:

Submits a bill-only for a DIFFERENT sales account (“Cedar Crest Hospital Account Request”) on the reference procedure date (2026-04-15) with the same patient ID + last name as the reference. No warning appears and the order submits cleanly — proving that changing sales_account_id alone is sufficient to escape detection, even when every other field matches the reference row. This is the symmetric negative counterpart to Step 4: Step 4 proves date-variation escapes detection; Step 6 proves account-variation does too.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:32:30.237Z → 2026-09-29T02:32:39.145Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:32:30Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:32:30Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:32:37Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:32:37Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:32:37Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:32:37Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:32:37Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:32:37Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	yes
2026-09-29 02:32:37Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:37Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:32:37Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:32:37Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:37Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:37Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:38Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	no

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 - 7/31/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-1

Email 2: New Bill-Only Order - 7/31/2026 - Vantis BO-2

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-2

Email 3: New Bill-Only Order - 7/31/2026 - Vantis BO-3

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-3

Email 4: New Bill-Only Order - 7/26/2026 - Vantis BO-4

Template: New_Bill-Only_Order_-_7_26_2026_-_Vantis_BO-4

Screenshots:

Video recording:

---

7. Step 7: Non-duplicate and verify billing list — ✅ PASS

What this step proves:

Creates a fourth order with the SAME account + patient but the alternate procedure date (2026-04-10). No warning appears and the order submits without any acknowledgement. The billing list is then asserted to display every URS-020 PO number (reference, acknowledged duplicate, different-account negative, alternate-date non-duplicate) — proving every submission from this run landed in the shared view the next operator would see. (The list itself does not render a row-level duplicate indicator — the warning is a creation-time UX only; see README “Known Deviations”.)

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:32:47.253Z → 2026-09-29T02:32:57.560Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:32:47Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:32:47Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:32:54Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:54Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:32:54Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:32:54Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	yes
2026-09-29 02:32:54Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:32:54Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	no
2026-09-29 02:32:54Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:54Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:32:54Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:54Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	no
2026-09-29 02:32:54Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:32:54Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-09-29 02:32:55Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	no
2026-09-29 02:32:56Z	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 - 7/31/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-1

Email 2: New Bill-Only Order - 7/31/2026 - Vantis BO-2

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-2

Email 3: New Bill-Only Order - 7/31/2026 - Vantis BO-3

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-3

Email 4: New Bill-Only Order - 7/26/2026 - Vantis BO-4

Template: New_Bill-Only_Order_-_7_26_2026_-_Vantis_BO-4

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.

Four URS-020 billing orders created — ✅ PASS

Assertion: Playwright submitted four bill-only orders — reference, acknowledged duplicate, different-account negative case, and alternate-date non-duplicate — all tagged with the URS-020 marker.

SELECT id, order_number, sales_account_id, procedure_date,
                        patient_id, patient_last_name, po_number, status, notes, created_at
                 FROM billing_orders
                 WHERE created_by_user_id = $1
                   AND notes LIKE $2
                 ORDER BY created_at ASC

id	order_number	sales_account_id	procedure_date	patient_id	patient_last_name	po_number	status	notes	created_at
01a0eb00-cc18-7893-a8a0-38472e67afff	BO-1	fea7b8c9-d0e1-2345-0123-456789012345	2026-07-31T00:00:00.000Z	PAT-URS020-001	URS020TestLastName	PO-URS020-REF	submitted	URS-020 validation test — reference order	2026-09-29T02:31:32.959Z
01a0eb01-2728-758e-a18a-663efc7745f3	BO-2	fea7b8c9-d0e1-2345-0123-456789012345	2026-07-31T00:00:00.000Z	PAT-URS020-001	URS020TestLastName	PO-URS020-DUP	submitted	URS-020 validation test — acknowledged duplicate	2026-09-29T02:31:56.379Z
01a0eb01-c7b3-7ae5-a049-f521d5195975	BO-3	1fb8c9d0-e1f2-3456-1234-567890123456	2026-07-31T00:00:00.000Z	PAT-URS020-001	URS020TestLastName	PO-URS020-ALTACCT	submitted	URS-020 validation test — different account negative case	2026-09-29T02:32:37.492Z
01a0eb02-09fb-7756-828a-eec0475bf73f	BO-4	fea7b8c9-d0e1-2345-0123-456789012345	2026-07-26T00:00:00.000Z	PAT-URS020-001	URS020TestLastName	PO-URS020-NONE	submitted	URS-020 validation test — non-duplicate (alternate procedure date)	2026-09-29T02:32:54.472Z

Duplicate pair shares account + procedure date — ✅ PASS

Assertion: Two URS-020 orders must share the reference sales account and procedure date; that is exactly what checkDuplicateBillingOrders uses as its primary key.

SELECT id, order_number, po_number, patient_id, patient_last_name, created_at
                 FROM billing_orders
                 WHERE created_by_user_id = $1
                   AND notes LIKE $2
                   AND sales_account_id = $3
                   AND procedure_date = $4
                 ORDER BY created_at ASC

id	order_number	po_number	patient_id	patient_last_name	created_at
01a0eb00-cc18-7893-a8a0-38472e67afff	BO-1	PO-URS020-REF	PAT-URS020-001	URS020TestLastName	2026-09-29T02:31:32.959Z
01a0eb01-2728-758e-a18a-663efc7745f3	BO-2	PO-URS020-DUP	PAT-URS020-001	URS020TestLastName	2026-09-29T02:31:56.379Z

Alternate-date order: same account, different date (no warning) — ✅ PASS

Assertion: A URS-020 order must exist with the reference sales account but the alternate procedure date. The UI rendered no warning at submission time — evidence that changing procedure_date alone is sufficient to escape duplicate detection.

SELECT id, order_number, po_number, sales_account_id, procedure_date
                 FROM billing_orders
                 WHERE created_by_user_id = $1
                   AND notes LIKE $2
                   AND sales_account_id = $3
                   AND procedure_date = $4

id	order_number	po_number	sales_account_id	procedure_date
01a0eb02-09fb-7756-828a-eec0475bf73f	BO-4	PO-URS020-NONE	fea7b8c9-d0e1-2345-0123-456789012345	2026-07-26T00:00:00.000Z

Different-account order: other account, same date (no warning) — ✅ PASS

Assertion: A URS-020 order must exist with the alternate sales account (Cedar) on the reference procedure date. The UI rendered no warning at submission time — evidence that changing sales_account_id alone is sufficient to escape duplicate detection, proving account is a primary-key element and the detection key is symmetric in account and date.

SELECT id, order_number, po_number, sales_account_id, procedure_date
                 FROM billing_orders
                 WHERE created_by_user_id = $1
                   AND notes LIKE $2
                   AND sales_account_id = $3
                   AND procedure_date = $4

id	order_number	po_number	sales_account_id	procedure_date
01a0eb01-c7b3-7ae5-a049-f521d5195975	BO-3	PO-URS020-ALTACCT	1fb8c9d0-e1f2-3456-1234-567890123456	2026-07-31T00:00:00.000Z

Duplicate pair also matches patient ID and last name — ✅ PASS

Assertion: Both duplicate-pair orders carry the reference patient ID and patient last name so the warning surfaced both “(Same patient ID)” and “(Same last name)” badges.

SELECT COUNT(*) AS n
                 FROM billing_orders
                 WHERE created_by_user_id = $1
                   AND notes LIKE $2
                   AND sales_account_id = $3
                   AND procedure_date = $4
                   AND patient_id = $5
                   AND patient_last_name = $6

n
2

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: Submit reference order	decision:bill_only_order.inventory_items_decrement	✅
Step 3: Duplicate warning with both badges	decision:bill_only_order.inventory_items_decrement	✅
Step 6: Different account, same date — no warning	decision:bill_only_order.inventory_items_decrement	✅
Step 7: Non-duplicate and verify billing list	decision:bill_only_order.inventory_items_decrement	✅

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: Submit reference order	bill-only	✅
Step 3: Duplicate warning with both badges	bill-only	✅
Step 6: Different account, same date — no warning	bill-only	✅
Step 7: Non-duplicate and verify billing list	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: 2026-09-29T02:31:00.676Z

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

71 event(s) captured:

Time	Type	Action	User	Org	Object ID	Performed	Reason
2026-09-29 02:31:07Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:31:15Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:31:24Z	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 02:31:24Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:32Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-cc81-7bdf-8af4-055e78eda870	—
2026-09-29 02:31:32Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:32Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:32Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	01a0eb00-cc18-7893-a8a0-38472e67afff	no	no_purchase_order_selected
2026-09-29 02:31:32Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-cc64-7136-87cb-fc4c80c0ce2c	—
2026-09-29 02:31:32Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-cc8a-7bf3-9173-9af6c5f1ac0b	—
2026-09-29 02:31:32Z	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 02:31:32Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:32Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-cc18-7893-a8a0-38472e67afff	yes	inventory_items_decremented
2026-09-29 02:31:32Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-cc18-7893-a8a0-38472e67afff	no	No uploaded PO documents
2026-09-29 02:31:32Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-cc18-7893-a8a0-38472e67afff	—
2026-09-29 02:31:32Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	01a0eb00-cc18-7893-a8a0-38472e67afff	no	flag_disabled
2026-09-29 02:31:34Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	01a0eb00-cc18-7893-a8a0-38472e67afff	no	order has no no-charge item with an incident reason
2026-09-29 02:31:35Z	transactional_email	new_bill_only	—	Corveta Surgical Group	01a0eb00-cc18-7893-a8a0-38472e67afff	—
2026-09-29 02:31:37Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:31:49Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:49Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	fea7b8c9-d0e1-2345-0123-456789012345	no	acknowledged_not_duplicate
2026-09-29 02:31:56Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	fea7b8c9-d0e1-2345-0123-456789012345	no	acknowledged_not_duplicate
2026-09-29 02:31:56Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	01a0eb01-2728-758e-a18a-663efc7745f3	no	no_purchase_order_selected
2026-09-29 02:31:56Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-275e-79b0-90dd-bf1b5a84a7b0	—
2026-09-29 02:31:56Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-275b-76d4-9bbf-8e4470334561	—
2026-09-29 02:31:56Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-2756-7089-80a7-48ef460f53a5	—
2026-09-29 02:31:56Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-2728-758e-a18a-663efc7745f3	no	flag_disabled
2026-09-29 02:31:56Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-2728-758e-a18a-663efc7745f3	—
2026-09-29 02:31:56Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-2728-758e-a18a-663efc7745f3	no	No uploaded PO documents
2026-09-29 02:31:56Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-2728-758e-a18a-663efc7745f3	yes	inventory_items_decremented
2026-09-29 02:31:56Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:56Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:56Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:31:57Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	01a0eb01-2728-758e-a18a-663efc7745f3	no	order has no no-charge item with an incident reason
2026-09-29 02:31:58Z	transactional_email	new_bill_only	—	Corveta Surgical Group	01a0eb01-2728-758e-a18a-663efc7745f3	—
2026-09-29 02:31:58Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:32:10Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:32:22Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:32:30Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	1fb8c9d0-e1f2-3456-1234-567890123456	no	no_same_day_candidates
2026-09-29 02:32:30Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:37Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	01a0eb01-c7b3-7ae5-a049-f521d5195975	no	no_purchase_order_selected
2026-09-29 02:32:37Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:37Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:37Z	decision	bill_only_order.duplicate_submission_block	blair.bennett@corvetasurgical.com	Corveta Surgical Group	1fb8c9d0-e1f2-3456-1234-567890123456	no	no_same_day_candidates
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	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c7b3-7ae5-a049-f521d5195975	yes	inventory_items_decremented
2026-09-29 02:32:37Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c7b3-7ae5-a049-f521d5195975	—
2026-09-29 02:32:37Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c7b3-7ae5-a049-f521d5195975	no	No uploaded PO documents
2026-09-29 02:32:37Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c7b3-7ae5-a049-f521d5195975	no	flag_disabled
2026-09-29 02:32:37Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c7cd-7833-9321-0c25454df4e6	—
2026-09-29 02:32:37Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c7d1-710f-b73b-bcb1ea12923d	—
2026-09-29 02:32:37Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb01-c7d4-741f-9fa7-22c7a5bc8af1	—
2026-09-29 02:32:38Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	01a0eb01-c7b3-7ae5-a049-f521d5195975	no	order has no no-charge item with an incident reason
2026-09-29 02:32:39Z	transactional_email	new_bill_only	—	Corveta Surgical Group	01a0eb01-c7b3-7ae5-a049-f521d5195975	—
2026-09-29 02:32:40Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:32:47Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:47Z	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 02:32:54Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb02-0a1c-7003-8b7e-71c6a6a75c5b	—
2026-09-29 02:32:54Z	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 02:32:54Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:54Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	01a0eb02-09fb-7756-828a-eec0475bf73f	yes	inventory_items_decremented
2026-09-29 02:32:54Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:54Z	decision	representatives.gate_rep_action	rana.reyes@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:32:54Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb02-0a1e-7d5c-bf45-dffcb93726ad	—
2026-09-29 02:32:54Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	01a0eb02-09fb-7756-828a-eec0475bf73f	no	No uploaded PO documents
2026-09-29 02:32:54Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	01a0eb02-09fb-7756-828a-eec0475bf73f	—
2026-09-29 02:32:54Z	decision	basicErp.deriveSalesOrder	blair.bennett@corvetasurgical.com	Vantis	01a0eb02-09fb-7756-828a-eec0475bf73f	no	flag_disabled
2026-09-29 02:32:54Z	scheduled_task	scheduled_task.scheduled	blair.bennett@corvetasurgical.com	Vantis	01a0eb02-0a18-7c44-98b7-8359808fd9d5	—
2026-09-29 02:32:54Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	01a0eb02-09fb-7756-828a-eec0475bf73f	no	no_purchase_order_selected
2026-09-29 02:32:55Z	decision	bill_only.notifications.cc_incident_recipients	—	Vantis	01a0eb02-09fb-7756-828a-eec0475bf73f	no	order has no no-charge item with an incident reason
2026-09-29 02:32:56Z	transactional_email	new_bill_only	—	Corveta Surgical Group	01a0eb02-09fb-7756-828a-eec0475bf73f	—

Email Evidence

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

1. New Bill-Only Order - 7/31/2026 - Vantis BO-1

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-1

2. New Bill-Only Order - 7/31/2026 - Vantis BO-2

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-2

3. New Bill-Only Order - 7/31/2026 - Vantis BO-3

Template: New_Bill-Only_Order_-_7_31_2026_-_Vantis_BO-3

4. New Bill-Only Order - 7/26/2026 - Vantis BO-4

Template: New_Bill-Only_Order_-_7_26_2026_-_Vantis_BO-4

Downloads

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

Feedback