Story: Advanced counterparty dialog
Table of Contents
This page documents a story in Sprint 12. It captures the goal, current status, acceptance criteria, and the tasks that compose it.
Goal
Reshape the counterparty dialog into a five-tab layout and refactor party + counterparty dialogs behind a strategy pattern.
Status
| Field | Value |
|---|---|
| State | DONE |
| Parent sprint | Sprint 12 |
| Now | Completed 2026-02-19. |
| Waiting on | None. |
| Next | None. |
| Last touched | 2026-02-19 |
Acceptance
- Five-tab counterparty dialog (General / Identifiers / Contacts / Hierarchy / Metadata).
- Inline identifier + contact management.
- Change-reason dialog on amendment.
- Eventing for counterparty + identifier + contact info.
- Strategy-pattern refactor collapses party + counterparty dialogs into one class with two strategies.
Tasks
| Task | State | Start | End | Description |
|---|---|---|---|---|
| Counterparty dialog: 5-tab layout | DONE | 2026-05-19 | 2026-02-18 | Tabs: General Info / Identifiers / Contacts / Hierarchy / Metadata. Inline sub-entity management; counterparty hierarchy tree; change-reason dialog on amend; eventing for counterparty + identifier + contact info; tenant_id fix on save handlers; reconnect crash fix. |
| Refactor party + counterparty dialogs | DONE | 2026-05-19 | 2026-02-19 | Strategy pattern: entity_detail_operations abstract interface; unified generic EntityDetailDialog; PartyDetailDialog deleted; PartyController + CounterpartyController instantiate the generic dialog with appropriate strategy. |
Decisions
- Five tabs from Gemini analysis + metadata
- matches industry pattern.
- Strategy pattern
- 80% of the two dialogs was identical; one class with two strategies kills the duplication.
Out of scope
- Trading-limit + SSI tabs as functional surfaces (sketched only).
See also
None.