URS-023 · Generate Shipping Documentation Linked to Orders

Title: Generate Shipping Documentation Linked to Orders Date: 2026-09-29T02:24:52.200Z Duration: 190.3s Overall Status: ✅ PASS

User Requirement

The system shall generate orders and link shipments to the corresponding order.

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

Environment

• Inbox URL: http://localhost:38451
• Database: localhost:43249/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: Create order — ✅ PASS

What this step proves:

A sales rep creates a new order in the system. This establishes the source document that shipping documentation will later be linked to, verifying the order initiation flow.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:25:33.647Z → 2026-09-29T02:25:49.567Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:25:44Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	—
2026-09-29 02:25:44Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	yes
2026-09-29 02:25:44Z	decision	representatives.gate_rep_action	blair.bennett@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: Drop-Ship Order Created - OR-1-FO-1

Template: Drop-Ship_Order_Created_-_OR-1-FO-1

Screenshots:

Video recording:

---

2. Step 2: Approve and find fulfillment — ✅ PASS

What this step proves:

A manufacturer user approves the submitted order and locates the associated fulfillment record. This verifies the order transitions to an approvable state and that the system correctly resolves the fulfillment entry for the order.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-09-29T02:26:37.272Z → 2026-09-29T02:27:03.793Z)

Time	Type	Action	User	Org	Performed
2026-09-29 02:26:44Z	decision	basicErp.deriveSalesOrder	mark.manufacturer@vantismedical.com	Vantis	no
2026-09-29 02:26:44Z	decision	extensiv_order_push.skipped	—	Vantis	no
2026-09-29 02:26:44Z	fulfillment_order	status_change	mark.manufacturer@vantismedical.com	Vantis	—
2026-09-29 02:26:44Z	fulfillment_order	status_change	mark.manufacturer@vantismedical.com	Vantis	—
2026-09-29 02:26:44Z	decision	tickets.checklist_item_resolve.auto_resolve_ticket	—	Vantis	no
2026-09-29 02:26:45Z	transactional_email	order_created	—	Corveta Surgical Group	—

Screenshots:

Video recording:

---

3. Step 3: Create shipment — ✅ PASS

What this step proves:

A shipping-notice CSV manifest is generated for the fulfillment order, uploaded to S3, and imported via the production Restate Import.runImportJob handler — the same path the UI /packages/upload form uses. This creates the shipping_package + items, links the package to the fulfillment order, and advances the fulfillment-order status.

Audit events generated by this step:

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

Time	Type	Action	User	Org	Performed
2026-09-29 02:26:44Z	fulfillment_order	status_change	mark.manufacturer@vantismedical.com	Vantis	—
2026-09-29 02:26:44Z	fulfillment_order	status_change	mark.manufacturer@vantismedical.com	Vantis	—
2026-09-29 02:27:39Z	fulfillment_order	status_change	—	Vantis	—

Screenshots:

Video recording:

---

4. Step 4: Verify package — ✅ PASS

What this step proves:

The shipment package record is verified to be linked to the originating order. This confirms that shipping documentation is correctly associated with the source order, satisfying the traceability requirement.

Screenshots:

Video recording:

---

5. Step 5: Verify linkage — ✅ PASS

What this step proves:

This step proves the shipment is correctly linked to the order in the database. It provides direct evidence that the shipping record references the originating order, confirming the required order-to-shipment traceability.

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.

Order request created — ✅ PASS

Assertion: At least one order request should have been created by Blair Bennett recently

SELECT orq.id, orq.request_number, orq.status, orq.shipping_status,
        orq.created_at, orq.requested_by_user_id
      FROM order_requests orq
      WHERE orq.requested_by_user_id = $1
        AND orq.created_at > NOW() - INTERVAL '30 minutes'
      ORDER BY orq.created_at DESC
      LIMIT 5

id	request_number	status	shipping_status	created_at	requested_by_user_id
01a0eafb-7b2b-7bf6-947d-5f414aa0099a	OR-1	approved	shipped	2026-09-29T02:25:44.542Z	17b8c9d0-e1f2-3456-1234-567890123456

Fulfillment order created and linked to order request — ✅ PASS

Assertion: A fulfillment order should exist linked to the order request

SELECT fo.id, fo.order_number, fo.status, fo.order_request_id,
        fo.fulfilling_organization_id, fo.requesting_organization_id,
        fo.shipping_street_address, fo.shipping_city, fo.shipping_state, fo.shipping_zip,
        fo.created_at
      FROM fulfillment_orders fo
      JOIN order_requests orq ON fo.order_request_id = orq.id
      WHERE orq.requested_by_user_id = $1
        AND orq.created_at > NOW() - INTERVAL '30 minutes'
      ORDER BY fo.created_at DESC
      LIMIT 5

id	order_number	status	order_request_id	fulfilling_organization_id	requesting_organization_id	shipping_street_address	shipping_city	shipping_state	shipping_zip	created_at
01a0eafc-66fe-765f-bd8d-1387f3061e43	OR-1-FO-1	shipped	01a0eafb-7b2b-7bf6-947d-5f414aa0099a	a1b2c3d4-e5f6-7890-abcd-ef1234567890	b2c3d4e5-f6a7-8901-bcde-f12345678901	100 Charles River Plaza, Suite 300	Boston	MA	02114	2026-09-29T02:26:44.994Z

Fulfillment order items match ordered products — ✅ PASS

Assertion: Fulfillment order should contain both NovaPatch and LiraLock products

SELECT foi.id, foi.fulfillment_order_id, foi.product_id, foi.description, foi.quantity,
        op.title as product_name, op.sku
      FROM fulfillment_order_items foi
      JOIN org_products op ON foi.product_id = op.id
      JOIN fulfillment_orders fo ON foi.fulfillment_order_id = fo.id
      JOIN order_requests orq ON fo.order_request_id = orq.id
      WHERE orq.requested_by_user_id = $1
        AND orq.created_at > NOW() - INTERVAL '30 minutes'
      ORDER BY op.title

id	fulfillment_order_id	product_id	description	quantity	product_name	sku
01a0eafc-6700-7636-98be-aa88f347fcad	01a0eafc-66fe-765f-bd8d-1387f3061e43	fc000001-0000-4000-8000-000000000001	LiraLock® Implant Kit	2	LiraLock® Implant Kit	IK2025LL
01a0eafc-6701-7dae-aeab-c3e18459b215	01a0eafc-66fe-765f-bd8d-1387f3061e43	01989ca2-6a54-7834-8376-06a0251bacd8	NovaPatch® PET	3	NovaPatch® PET	NP019N1A

Shipping package created with correct tracking — ✅ PASS

Assertion: Shipping package should exist with tracking prefix URS023-TEST- and carrier UPS

SELECT sp.id, sp.tracking_number, sp.carrier, sp.status,
        sp.organization_id, sp.created_at
      FROM shipping_packages sp
      WHERE sp.tracking_number LIKE $1
        AND sp.organization_id IN ($2, $3)
        AND sp.created_at > NOW() - INTERVAL '30 minutes'
      ORDER BY sp.created_at DESC
      LIMIT 1

id	tracking_number	carrier	status	organization_id	created_at
01a0eafd-398b-75b9-810b-495b8d9693b5	URS023-TEST-1790648699343	ups	unknown	a1b2c3d4-e5f6-7890-abcd-ef1234567890	2026-09-29T02:27:39.024Z

Shipping package linked to fulfillment order — ✅ PASS

Assertion: The shipping_package_fulfillment_orders join table should link the package to the fulfillment order

SELECT spfo.id, spfo.shipping_package_id, spfo.fulfillment_order_id,
        sp.tracking_number, fo.order_number
      FROM shipping_package_fulfillment_orders spfo
      JOIN shipping_packages sp ON spfo.shipping_package_id = sp.id
      JOIN fulfillment_orders fo ON spfo.fulfillment_order_id = fo.id
      WHERE sp.tracking_number LIKE $1
        AND sp.organization_id IN ($2, $3)
        AND sp.created_at > NOW() - INTERVAL '30 minutes'

id	shipping_package_id	fulfillment_order_id	tracking_number	order_number
01a0eafd-3995-78e2-a41a-4b70d011cfe9	01a0eafd-398b-75b9-810b-495b8d9693b5	01a0eafc-66fe-765f-bd8d-1387f3061e43	URS023-TEST-1790648699343	OR-1-FO-1

Shipping package items contain correct products with order linkage — ✅ PASS

Assertion: Shipping package items should reference the ordered products with correct quantities AND populate order_number + order_line_number for traceability

SELECT spi.id, spi.package_id, spi.quantity, spi.order_number, spi.order_line_number,
        spi.info->>'sku' as sku, spi.info->>'productId' as product_id
      FROM shipping_package_items spi
      JOIN shipping_packages sp ON spi.package_id = sp.id
      WHERE sp.tracking_number LIKE $1
        AND sp.organization_id IN ($2, $3)
        AND sp.created_at > NOW() - INTERVAL '30 minutes'
      ORDER BY spi.id

id	package_id	quantity	order_number	order_line_number	sku	product_id
01a0eafd-3993-7997-b457-4fe938581194	01a0eafd-398b-75b9-810b-495b8d9693b5	3	OR-1-FO-1	1	NP019N1A	NULL
01a0eafd-3993-7997-b457-4fea2b5284c0	01a0eafd-398b-75b9-810b-495b8d9693b5	2	OR-1-FO-1	2	LL516SNA	NULL

Fulfillment order status advanced after shipment creation — ✅ PASS

Assertion: Fulfillment order status should be one of [partially_fulfilled, fulfilled, partially_shipped, shipped, delivered, partially_delivered, completed] once a shipment exists

SELECT fo.id, fo.order_number, fo.status
      FROM fulfillment_orders fo
      JOIN order_requests orq ON fo.order_request_id = orq.id
      WHERE orq.requested_by_user_id = $1
        AND orq.created_at > NOW() - INTERVAL '30 minutes'
      ORDER BY fo.created_at DESC
      LIMIT 1

id	order_number	status
01a0eafc-66fe-765f-bd8d-1387f3061e43	OR-1-FO-1	shipped

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: Create order	user_log:user:login	✅
Step 2: Approve and find fulfillment	user_log:user:login	✅
Step 3: Create shipment	fulfillment_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 1: Create order	Drop-Ship Order Created	✅

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: 2026-09-29T02:24:51.280Z

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

18 event(s) captured:

Time	Type	Action	User	Org	Object ID	Performed	Reason
2026-09-29 02:24:53Z	decision	upgrade_lot_expiration_checklist_priority	—	Corveta Surgical Group	b2c3d4e5-f6a7-8901-bcde-f12345678901	no	no_open_checklists_below_high
2026-09-29 02:24:53Z	decision	ensure_lot_expiration_checklist	—	Corveta Surgical Group	b2c3d4e5-f6a7-8901-bcde-f12345678901	yes	created_1_reopened_0_already_open_1_refreshed_1
2026-09-29 02:25:21Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-09-29 02:25:44Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	01a0eafb-7b75-7659-9b1a-434bc4b7072c	—
2026-09-29 02:25:44Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	01a0eafb-7b2b-7bf6-947d-5f414aa0099a	yes	Order request OR-1 created (importSource=manual)
2026-09-29 02:25:44Z	decision	representatives.gate_rep_action	blair.bennett@corvetasurgical.com	Vantis	a1b2c3d4-e5f6-7890-abcd-ef1234567890	no	no_blocking_relationship
2026-09-29 02:25:53Z	user_log	user:login	mark.manufacturer@vantismedical.com	Vantis	—	—
2026-09-29 02:26:44Z	decision	basicErp.deriveSalesOrder	mark.manufacturer@vantismedical.com	Vantis	01a0eafb-7b2b-7bf6-947d-5f414aa0099a	no	flag_disabled
2026-09-29 02:26:44Z	decision	extensiv_order_push.skipped	—	Vantis	01a0eafc-66fe-765f-bd8d-1387f3061e43	no	wms_feature_flag_disabled
2026-09-29 02:26:44Z	fulfillment_order	status_change	mark.manufacturer@vantismedical.com	Vantis	01a0eafc-66fe-765f-bd8d-1387f3061e43	—	Order automatically submitted for fulfillment
2026-09-29 02:26:44Z	fulfillment_order	status_change	mark.manufacturer@vantismedical.com	Vantis	01a0eafc-66fe-765f-bd8d-1387f3061e43	—	Fulfillment order created from approved items
2026-09-29 02:26:44Z	decision	tickets.checklist_item_resolve.auto_resolve_ticket	—	Vantis	01a0eafb-7b89-71ec-89af-1b62abb6b868	no	Checklist item is not linked to any ticket.
2026-09-29 02:26:45Z	transactional_email	order_created	—	Corveta Surgical Group	01a0eafc-66fe-765f-bd8d-1387f3061e43	—
2026-09-29 02:27:37Z	user_log	user:login	mark.manufacturer@vantismedical.com	Vantis	—	—
2026-09-29 02:27:39Z	decision	recalculate_order_status	—	Vantis	01a0eafb-7b2b-7bf6-947d-5f414aa0099a	yes	Shipping status updated from null to shipped
2026-09-29 02:27:39Z	fulfillment_order	status_change	—	Vantis	01a0eafc-66fe-765f-bd8d-1387f3061e43	—	All items shipped
2026-09-29 02:27:46Z	user_log	user:login	mark.manufacturer@vantismedical.com	Vantis	—	—
2026-09-29 02:27:55Z	user_log	user:login	mark.manufacturer@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. Drop-Ship Order Created - OR-1-FO-1

Template: Drop-Ship_Order_Created_-_OR-1-FO-1

Downloads

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

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