URS-032 · Traceability for product lots, shipments, and inventory movements

Title: Traceability for product lots, shipments, and inventory movements Date: 2026-08-03T23:03:22.458Z Duration: 231.0s Overall Status: ✅ PASS

User Requirement

The system shall maintain traceability for product lots, shipments, and inventory movements.

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

Environment

• Inbox URL: http://localhost:34967
• Database: localhost:46337/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: Lot traceability details — ✅ PASS

What this step proves:

The lot-controlled product NEURO-DEVICE-001 (an implantable device) carries lot policy “approved” with a controlled allowed-lot list (LOT-2025-001234 for the warehouse, LOT-2025-005678 for the trunk), establishing that lots are first-class, controlled data on the product.

Screenshots:

Video recording:

---

2. Step 2: Catalog & account — ✅ PASS

What this step proves:

The product-catalog entry has billing and ordering enabled, and the ROSS sales account carries effective approved pricing plus the “holds owned stock” setting that makes it eligible for direct orders and hospital-stock bill-only orders.

Screenshots:

Video recording:

---

3. Step 3: Baseline inventory — ✅ PASS

What this step proves:

The warehouse lot LOT-2025-001234 is on hand at the Main Warehouse (ROSS-001) before any order activity — the baseline that makes the later increase and decrease conclusively attributable to the order flows.

Screenshots:

Video recording:

---

4. Step 4: Create direct order — ✅ PASS

What this step proves:

A Corveta sales rep orders the product for the ROSS account. Because the account holds owned stock, the order is created as a DIRECT order.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:03:58.697Z → 2026-08-03T23:04:05.598Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:04:05Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	—
2026-08-03 23:04:05Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	yes

Screenshots:

Video recording:

---

5. Step 5: Approve order — ✅ PASS

What this step proves:

The manufacturer approves the order, creating the fulfillment order. The order detail lists the product but shows no lot yet — lots are stamped by the warehouse at shipment time. The “Direct Order Created” notification email names the product being fulfilled.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:04:15.220Z → 2026-08-03T23:04:22.551Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:04:15Z	fulfillment_order	status_change	alex.admin@vantismedical.com	Vantis	—
2026-08-03 23:04:15Z	fulfillment_order	status_change	alex.admin@vantismedical.com	Vantis	—
2026-08-03 23:04:15Z	decision	extensiv_order_push.skipped	—	Vantis	no
2026-08-03 23:04:15Z	decision	tickets.checklist_item_resolve.auto_resolve_ticket	—	Vantis	no
2026-08-03 23:04:17Z	transactional_email	direct_order_created	—	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: Direct Order Created - OR-1-FO-1

Template: Direct_Order_Created_-_OR-1-FO-1

Screenshots:

Video recording:

---

6. Step 6: Import shipping notice — ✅ PASS

What this step proves:

The warehouse ASN is imported through the real /packages/upload pipeline: the notice lists the product SKU with its lot (LOT-2025-001234) against the fulfillment order number, with carrier “demo” and a magic DFX tracking number that simulates the carrier feed.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:05:06.034Z → 2026-08-03T23:05:11.073Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:05:08Z	decision	recalculate_order_status	—	Vantis	yes
2026-08-03 23:05:08Z	fulfillment_order	status_change	—	Vantis	—

Screenshots:

Video recording:

---

7. Step 7: Lot pages — ✅ PASS

What this step proves:

The imported lot is now traceable across the chain: the shipping package detail (the lot on the shipped item, against the fulfillment order number) and the fulfillment order detail (the SKU with its shipped lot, “NEURO-DEVICE-001: LOT LOT-2025-001234”), for the same order request.

Screenshots:

Video recording:

---

8. Step 8: Delivery & inventory increase — ✅ PASS

What this step proves:

The demo tracking sequence delivers the package through the same handler a real carrier webhook uses, firing the auto-add-inventory hook: the warehouse lot rises by exactly the shipped quantity, proving received direct-order stock increases inventory with the correct lot.

Screenshots:

Video recording:

---

9. Step 9: Bill-only lot entry — ✅ PASS

What this step proves:

The bill-only form asks for a lot for the tracked product and validates it: continuing without a lot is rejected, and the dropdown offers only the product’s approved lots. The order is submitted with LOT-2025-001234 sourced from the ROSS (Hospital Stock) inventory.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:05:51.958Z → 2026-08-03T23:06:02.829Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:06:00Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	—
2026-08-03 23:06:00Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-08-03 23:06:00Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	yes
2026-08-03 23:06:00Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	no
2026-08-03 23:06:01Z	transactional_email	new_bill_only	—	Corveta Surgical Group	—

Screenshots:

Video recording:

---

10. Step 10: Bill-only lots & decrement — ✅ PASS

What this step proves:

The submitted bill-only order shows the product line with its lot, and the same lot decrements at the same location — consuming the exact unit the direct order delivered, which closes the warehouse traceability loop.

Screenshots:

Video recording:

---

11. Step 11: Trunk bill-only — ✅ PASS

What this step proves:

A second bill-only order sources the product from Blair’s trunk using the OTHER approved lot (LOT-2025-005678). Unlike hospital stock, trunk-sourced orders bill the facility, so this order produces the notification emails that evidence the lot, and the trunk lot decrements at TRUNK-36.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:06:31.237Z → 2026-08-03T23:06:37.050Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:06:33Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	yes
2026-08-03 23:06:33Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	no
2026-08-03 23:06:33Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	—
2026-08-03 23:06:33Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	no
2026-08-03 23:06:34Z	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-2

Template: New_Bill-Only_Order_-_8_3_2026_-_Vantis_BO-2

Email 2: New Bill-Only Order - 8/3/2026 - Vantis BO-3

Template: New_Bill-Only_Order_-_8_3_2026_-_Vantis_BO-3

Screenshots:

Video recording:

---

12. Step 12: DOF notification email — ✅ PASS

What this step proves:

The manufacturer sends the Delivered Order Form notification from the bill-only detail page. The DOF email renders the product line with its lot number, proving the lot flows into outbound notifications.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:06:46.372Z → 2026-08-03T23:06:57.923Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:06:48Z	transactional_email	bill_only_dof_generated	—	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: Delivered Order - 8/3/2026 - Vantis BO-3

Template: Delivered_Order_-_8_3_2026_-_Vantis_BO-3

Screenshots:

Video recording:

---

13. Step 13: Inventory movement history — ✅ PASS

What this step proves:

The movements are recorded as a first-class audit trail: inventory-transaction and inventory-history rows for the product — the ASN receipt (+1) and the two bill-only decrements (−1 each) — each with a quantity, a timestamp, a location, and the user who caused it, rendered here directly from the database rows.

Screenshots:

Video recording:

---

14. Step 14: Comprehensive lot traceability — ✅ PASS

What this step proves:

A single consolidated view ties the pillars together for the product: the direct order that received the lot, the shipment that carried it, current inventory by lot/location, and every recorded inventory movement — the end-to-end traceability the requirement demands.

Screenshots:

Video recording:

---

15. Step 15: Cross-user visibility — ✅ PASS

What this step proves:

An admin user (full visibility) opens the same warehouse inventory and sees the identical lot, quantity, and movement — confirming the traceability data is consistent across users.

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.

Product is lot-controlled (policy approved) with a controlled allowed-lot list — ✅ PASS

Assertion: NEURO-DEVICE-001 has lot_policy ‘approved’ and allows exactly LOT-2025-001234, LOT-2025-005678

SELECT p.sku, p.lot_policy, array_agg(al.lot_value ORDER BY al.lot_value) AS lots
     FROM org_products p
     JOIN org_product_allowed_lots al ON al.org_product_id = p.id
     WHERE p.id = $1 GROUP BY p.id, p.sku, p.lot_policy

sku	lot_policy	lots
NEURO-DEVICE-001	approved	["LOT-2025-001234","LOT-2025-005678"]

Direct order for the product is approved and produced a fulfillment order — ✅ PASS

Assertion: A direct-type order request for the product is approved with a fulfillment order

SELECT orq.request_number, orq.order_type, orq.status, fo.order_number
     FROM order_requests orq
     JOIN order_request_items ori ON ori.order_request_id = orq.id AND ori.product_id = $1
     LEFT JOIN fulfillment_orders fo ON fo.order_request_id = orq.id
     WHERE orq.notes LIKE $2

request_number	order_type	status	order_number
OR-1	direct	approved	OR-1-FO-1

Delivered ASN package carries the SKU + warehouse lot, linked to the fulfillment order — ✅ PASS

Assertion: Package item = NEURO-DEVICE-001/LOT-2025-001234, carrier demo, status delivered

SELECT sp.status, sp.carrier, spi.info->>'sku' AS sku, spi.info->>'lot' AS lot, spi.quantity
     FROM shipping_packages sp
     JOIN shipping_package_items spi ON spi.package_id = sp.id
     JOIN shipping_package_fulfillment_orders spfo ON spfo.shipping_package_id = sp.id
     JOIN fulfillment_orders fo ON fo.id = spfo.fulfillment_order_id
     JOIN order_requests orq ON orq.id = fo.order_request_id
     WHERE orq.notes LIKE $1

status	carrier	sku	lot	quantity
delivered	demo	NEURO-DEVICE-001	LOT-2025-001234	1

Warehouse lot returned to baseline after +1 (ASN delivery) and −1 (bill-only) — ✅ PASS

Assertion: Warehouse lot LOT-2025-001234 ends at 10

SELECT SUM(quantity_ready)::int AS on_hand
     FROM inventory_items
     WHERE real_world_location_id = $1 AND product_id = $2 AND lot = $3

on_hand
10

Trunk lot decremented for the billable trunk-sourced bill-only order — ✅ PASS

Assertion: Trunk lot LOT-2025-005678 ends at 4

SELECT SUM(quantity_ready)::int AS on_hand
     FROM inventory_items
     WHERE real_world_location_id = $1 AND product_id = $2 AND lot = $3

on_hand
4

Bill-only orders carry the product line with the warehouse and trunk lots — ✅ PASS

Assertion: Bill-only line items exist for lots LOT-2025-001234 and LOT-2025-005678

SELECT boi.lot_number
     FROM billing_order_items boi
     WHERE boi.product_id = $1 AND boi.lot_number = ANY($2)
     ORDER BY boi.lot_number

lot_number
LOT-2025-001234
LOT-2025-005678

Both bill-only orders recorded inventory transactions (source_type bill_only_order) — ✅ PASS

Assertion: Each bill-only order has a bill_only_order inventory transaction

SELECT it.source_type, it.source_id
     FROM inventory_transactions it
     WHERE it.source_type = 'bill_only_order' AND it.source_id IN (
       SELECT DISTINCT boi.billing_order_id FROM billing_order_items boi
       WHERE boi.product_id = $1)

source_type	source_id
bill_only_order	019fc9e0-7d9b-700e-a987-5842236007ee
bill_only_order	019fc9e0-fdf3-7125-9dbb-00e622c7a90f

Inventory-history rows record the movements with user + timestamp — ✅ PASS

Assertion: At least two movement rows exist (receipt + decrements), each with a timestamp; movements are attributed to users

SELECT ih.quantity, ih.status, ih.changed_by, ih.created_at, ii.lot
     FROM inventory_history ih
     JOIN inventory_items ii ON ii.id = ih.item_id
     WHERE ii.product_id = $1
     ORDER BY ih.created_at ASC

quantity	status	changed_by	created_at	lot
1	ready	NULL	2026-08-03T23:05:28.132Z	LOT-2025-001234
1	ready	17b8c9d0-e1f2-3456-1234-567890123456	2026-08-03T23:06:00.432Z	LOT-2025-001234
1	ready	17b8c9d0-e1f2-3456-1234-567890123456	2026-08-03T23:06:33.296Z	LOT-2025-005678

Direct Order Created email names the product — ✅ PASS

Assertion: Captured email contains: NEURO-DEVICE-001

Email HTML inspection: a /Direct_Order_Created/ capture must contain NEURO-DEVICE-001

file	matched
2026-08-03T23-04-17-378Z-Direct_Order_Created_-_OR-1-FO-1.html	true

New Bill-Only email carries the trunk lot — ✅ PASS

Assertion: Captured email contains: NEURO-DEVICE-001, LOT-2025-005678

Email HTML inspection: a /New_Bill-Only_Order/ capture must contain NEURO-DEVICE-001, LOT-2025-005678

file	matched
2026-08-03T23-06-01-191Z-New_Bill-Only_Order_-8_3_2026-_Vantis_BO-2.html	false
2026-08-03T23-06-34-265Z-New_Bill-Only_Order_-8_3_2026-_Vantis_BO-3.html	true

Delivered Order (DOF) email carries the trunk lot — ✅ PASS

Assertion: Captured email contains: NEURO-DEVICE-001, LOT-2025-005678

Email HTML inspection: a /Delivered_Order/ capture must contain NEURO-DEVICE-001, LOT-2025-005678

file	matched
2026-08-03T23-06-48-805Z-Delivered_Order_-8_3_2026-_Vantis_BO-3.html	true

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.

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: Approve order	Direct Order Created	✅
Step 11: Trunk bill-only	New Bill-Only Order	✅
Step 12: DOF notification email	Delivered Order	✅

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: 2026-08-03T23:03:20.604Z

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

38 event(s) captured:

Time	Type	Action	User	Org	Object ID	Performed	Reason
2026-08-03 23:03:21Z	checklist	checklists.create	—	Corveta Surgical Group	019fc9de-0f5a-79f9-bb52-3da308353ec2	—
2026-08-03 23:03:21Z	decision	ensure_lot_expiration_checklist	—	Corveta Surgical Group	b2c3d4e5-f6a7-8901-bcde-f12345678901	yes	created_1_reopened_0_already_open_1
2026-08-03 23:03:25Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:03:32Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:03:41Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:03:46Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:04:05Z	checklist	checklists.create	blair.bennett@corvetasurgical.com	Vantis	019fc9de-bc29-7bc7-8afa-9bded8e697bb	—
2026-08-03 23:04:05Z	decision	order_request_created	blair.bennett@corvetasurgical.com	Vantis	019fc9de-bc12-7d0a-991b-2593c7949fd0	yes	Order request OR-1 created (importSource=manual)
2026-08-03 23:04:07Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:04:15Z	fulfillment_order	status_change	alex.admin@vantismedical.com	Vantis	019fc9de-e52f-7b70-9db0-117fd0f4efa0	—	Order automatically submitted for fulfillment
2026-08-03 23:04:15Z	fulfillment_order	status_change	alex.admin@vantismedical.com	Vantis	019fc9de-e52f-7b70-9db0-117fd0f4efa0	—	Fulfillment order created from approved items
2026-08-03 23:04:15Z	decision	extensiv_order_push.skipped	—	Vantis	019fc9de-e52f-7b70-9db0-117fd0f4efa0	no	wms_feature_flag_disabled
2026-08-03 23:04:15Z	decision	tickets.checklist_item_resolve.auto_resolve_ticket	—	Vantis	019fc9de-bc2d-7695-b80f-d9478374b639	no	Checklist item is not linked to any ticket.
2026-08-03 23:04:17Z	transactional_email	direct_order_created	—	Corveta Surgical Group	019fc9de-e52f-7b70-9db0-117fd0f4efa0	—
2026-08-03 23:04:56Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:05:08Z	decision	recalculate_order_status	—	Vantis	019fc9de-bc12-7d0a-991b-2593c7949fd0	yes	Shipping status updated from null to shipped
2026-08-03 23:05:08Z	fulfillment_order	status_change	—	Vantis	019fc9de-e52f-7b70-9db0-117fd0f4efa0	—	All items shipped
2026-08-03 23:05:13Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:05:22Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:05:28Z	decision	enable_team_tracked_inventory_routing	—	Corveta Surgical Group	019fc9df-b0f3-771b-81d5-2be99534c24f	no	Package linked to direct order
2026-08-03 23:05:28Z	decision	recalculate_order_status	—	Vantis	019fc9de-bc12-7d0a-991b-2593c7949fd0	yes	Shipping status updated from shipped to delivered
2026-08-03 23:05:28Z	fulfillment_order	status_change	—	Vantis	019fc9de-e52f-7b70-9db0-117fd0f4efa0	—	All items delivered
2026-08-03 23:05:35Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:06:00Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	019fc9e0-7d9b-700e-a987-5842236007ee	—
2026-08-03 23:06:00Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	019fc9e0-7d9b-700e-a987-5842236007ee	no	no_purchase_order_selected
2026-08-03 23:06:00Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	019fc9e0-7d9b-700e-a987-5842236007ee	yes	inventory_items_decremented
2026-08-03 23:06:00Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	019fc9e0-7d9b-700e-a987-5842236007ee	no	No uploaded PO documents
2026-08-03 23:06:01Z	transactional_email	new_bill_only	—	Corveta Surgical Group	019fc9e0-7d9b-700e-a987-5842236007ee	—
2026-08-03 23:06:04Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:06:11Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:06:33Z	decision	bill_only_order.inventory_items_decrement	blair.bennett@corvetasurgical.com	Vantis	019fc9e0-fdf3-7125-9dbb-00e622c7a90f	yes	inventory_items_decremented
2026-08-03 23:06:33Z	decision	bill_only_order.direct_po_import_on_create	blair.bennett@corvetasurgical.com	Vantis	019fc9e0-fdf3-7125-9dbb-00e622c7a90f	no	No uploaded PO documents
2026-08-03 23:06:33Z	billing_order	status_change	blair.bennett@corvetasurgical.com	Vantis	019fc9e0-fdf3-7125-9dbb-00e622c7a90f	—
2026-08-03 23:06:33Z	decision	bill_only.link_purchase_order	blair.bennett@corvetasurgical.com	Corveta Surgical Group	019fc9e0-fdf3-7125-9dbb-00e622c7a90f	no	no_purchase_order_selected
2026-08-03 23:06:34Z	transactional_email	new_bill_only	—	Corveta Surgical Group	019fc9e0-fdf3-7125-9dbb-00e622c7a90f	—
2026-08-03 23:06:39Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:06:48Z	transactional_email	bill_only_dof_generated	—	Corveta Surgical Group	019fc9e0-fdf3-7125-9dbb-00e622c7a90f	—
2026-08-03 23:07:06Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—

Email Evidence

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

1. Direct Order Created - OR-1-FO-1

Template: Direct_Order_Created_-_OR-1-FO-1

2. New Bill-Only Order - 8/3/2026 - Vantis BO-2

Template: New_Bill-Only_Order_-_8_3_2026_-_Vantis_BO-2

3. New Bill-Only Order - 8/3/2026 - Vantis BO-3

Template: New_Bill-Only_Order_-_8_3_2026_-_Vantis_BO-3

4. Delivered Order - 8/3/2026 - Vantis BO-3

Template: Delivered_Order_-_8_3_2026_-_Vantis_BO-3

Downloads

• audit-events.json
• inventory-movement-history.html
• lot-traceability.html
• report.md
• result.json
• screenshots-index.json
• shipping-notice.csv
• step-timings.json

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