URS-061 · LOT policy defined per product with dropdown

Title: LOT policy defined per product with dropdown Date: 2026-08-03T23:04:39.719Z Duration: 142.1s Overall Status: ✅ PASS

User Requirement

The system shall support product‑specific LOT selection in accordance with defined LOT policies.

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

Environment

• Inbox URL: http://localhost:34015
• Database: localhost:40731/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: Open Products list — ✅ PASS

What this step proves:

A Vantis admin logs in and opens the Products settings page. This confirms that the product management interface is accessible and that the products list renders for an admin user.

Screenshots:

Video recording:

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2. Step 2: Open Product A — ✅ PASS

What this step proves:

The admin navigates to the NovaPatch product settings page and confirms the Tracking Policy field is visible and set to “Any Lot” by default. This establishes the initial state before any policy change.

Screenshots:

Video recording:

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3. Step 3: All policy options visible — ✅ PASS

What this step proves:

The admin opens the Tracking Policy dropdown and confirms all four policy options are available: “Any Lot”, “Approved Lots Only”, “No Lot”, and “Use Serial Numbers”. This demonstrates that the system supports multiple per-product tracking policies.

Screenshots:

Video recording:

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4. Step 4a: Approved Lots Only selected — ✅ PASS

What this step proves:

The “Approved Lots Only” policy is selected for Product A (NovaPatch), changing the lot tracking mode from free-text entry to a managed dropdown of pre-approved lot values.

Screenshots:

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5. Step 4b: Approved policy saved — ✅ PASS

What this step proves:

The product form is saved and the page reloads, confirming that the “Approved Lots Only” policy is persisted for Product A. A Configured Lots section now appears so approved lot values can be added.

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
2026-08-03 23:05:43Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	—
2026-08-03 23:06:23Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	—
2026-08-03 23:06:42Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	—
2026-08-03 23:07:01Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	—

Screenshots:

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6. Step 5: Add approved lots — ✅ PASS

What this step proves:

Two approved lot values (URS061-BATCH-2025-Q1 and URS061-BATCH-2025-Q2) are added to Product A. Only these values will be available in the lot dropdown when creating an order for this product.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:05:52.534Z → 2026-08-03T23:05:53.951Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:05:53Z	decision	product.allowed_lot.add	alex.admin@vantismedical.com	Vantis	yes

Screenshots:

Video recording:

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7. Step 6: Product B default policy — ✅ PASS

What this step proves:

Product B (LiraLock) is confirmed to still have the default “Any Lot” policy, providing a contrast that demonstrates policies are tracked per product independently.

Screenshots:

Video recording:

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8. Step 7: LOT enforcement — ✅ PASS

What this step proves:

A sales rep starts a bill-only order and adds both products. NovaPatch (Approved Lots Only) renders a dropdown restricted to the two configured lot values, while LiraLock (Any Lot) renders a free-text input. This confirms the per-product LOT policy drives the downstream UI.

Screenshots:

Video recording:

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9. Step 8: No Lot policy suppresses lot input — ✅ PASS

What this step proves:

Product A is switched to the “No Lot” policy. When a sales rep adds NovaPatch to a bill-only order, no lot or serial field is rendered on the NovaPatch row. LiraLock (still “Any Lot”) continues to render its free-text lot input, confirming each product’s policy is evaluated independently at order-entry time.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:06:24.042Z → 2026-08-03T23:06:33.709Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:06:25Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—

Screenshots:

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10. Step 9: Serial Numbers policy shows serial input — ✅ PASS

What this step proves:

Product A is switched to the “Use Serial Numbers” policy. When the sales rep adds NovaPatch to a bill-only order, the lot input is replaced with a serial-number input (placeholder “Enter serial number…”). After the evidence is captured, Product A is restored to “Approved Lots Only” so the final database validation phase matches the persisted state established in Steps 4–5.

Audit events generated by this step:

(Evidence scoped to step execution window: 2026-08-03T23:06:42.891Z → 2026-08-03T23:07:01.612Z)

Time	Type	Action	User	Org	Performed
2026-08-03 23:06:44Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—
2026-08-03 23:06:55Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—
2026-08-03 23:07:01Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	—

Screenshots:

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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 A (NovaPatch) lot_policy = “approved” — ✅ PASS

Assertion: Row for SKU NP019N1A should have lot_policy = ‘approved’

SELECT id, sku, title, lot_policy, updated_at
      FROM org_products
      WHERE organization_id = $1 AND sku = $2

id	sku	title	lot_policy	updated_at
01989ca2-6a54-7834-8376-06a0251bacd8	NP019N1A	NovaPatch® PET	approved	2026-08-03T23:07:01.351Z

Product B (LiraLock) lot_policy = “any” — ✅ PASS

Assertion: Row for SKU LL516SNA should have lot_policy = ‘any’

SELECT id, sku, title, lot_policy, updated_at
      FROM org_products
      WHERE organization_id = $1 AND sku = $2

id	sku	title	lot_policy	updated_at
01989ca1-f2f8-7ab7-8269-7179342797cc	LL516SNA	LiraLock® Instrument SN	any	2026-08-03T23:04:39.741Z

Approved lots saved for Product A — ✅ PASS

Assertion: URS061-prefixed allowed-lot rows for NovaPatch should be exactly URS061-BATCH-2025Q1, URS061-BATCH-2025Q2

SELECT pal.lot_value, pal.comment, pal.expiration
      FROM org_product_allowed_lots pal
      JOIN org_products p ON p.id = pal.org_product_id
      WHERE p.organization_id = $1 AND p.sku = $2 AND pal.lot_value LIKE 'URS061-%'
      ORDER BY pal.lot_value

lot_value	comment	expiration
URS061-BATCH-2025Q1	NULL	NULL
URS061-BATCH-2025Q2	NULL	NULL

Product B has no URS061- allowed lots — ✅ PASS

Assertion: LiraLock should have no test-prefixed allowed-lot rows (contrast case)

SELECT pal.lot_value
      FROM org_product_allowed_lots pal
      JOIN org_products p ON p.id = pal.org_product_id
      WHERE p.organization_id = $1 AND p.sku = $2 AND pal.lot_value LIKE 'URS061-%'

No rows returned

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 4b: Approved policy saved	product_settings:product.settings.update	✅
Step 5: Add approved lots	decision:product.allowed_lot.add	✅
Step 8: No Lot policy suppresses lot input	product_settings:product.settings.update	✅
Step 9: Serial Numbers policy shows serial input	product_settings:product.settings.update	✅

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: 2026-08-03T23:04:37.796Z

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
2026-08-03 23:04:43Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:04:49Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:05:28Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:05:36Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:05:43Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	01989ca2-6a54-7834-8376-06a0251bacd8	—
2026-08-03 23:05:47Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:05:52Z	decision	product.allowed_lot.add	alex.admin@vantismedical.com	Vantis	01989ca2-6a54-7834-8376-06a0251bacd8	yes	Approved lot value added to product
2026-08-03 23:05:53Z	decision	product.allowed_lot.add	alex.admin@vantismedical.com	Vantis	01989ca2-6a54-7834-8376-06a0251bacd8	yes	Approved lot value added to product
2026-08-03 23:05:56Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:06:02Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:06:17Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:06:23Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	01989ca2-6a54-7834-8376-06a0251bacd8	—
2026-08-03 23:06:25Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:06:36Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:06:42Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	01989ca2-6a54-7834-8376-06a0251bacd8	—
2026-08-03 23:06:44Z	user_log	user:login	blair.bennett@corvetasurgical.com	Corveta Surgical Group	—	—
2026-08-03 23:06:55Z	user_log	user:login	alex.admin@vantismedical.com	Vantis	—	—
2026-08-03 23:07:01Z	product_settings	product.settings.update	alex.admin@vantismedical.com	Vantis	01989ca2-6a54-7834-8376-06a0251bacd8	—

Additional Video Evidence

The following screencast recordings were captured but could not be matched to a specific test step. Step-matched recordings appear inline in their respective step sections above.

Downloads

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

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