Test Scenario: Capture counterparty manual chapter screenshots

Table of Contents

This page documents a test scenario verifying Write counterparty manual chapter in Commission: party, counterparty, and party_status. It is filled in with the target dialog and checklist of steps before testing starts; the QA Validation Runner panel rewrites * Results in place on save.

Scenario Info

Field Value
Verifies task Write counterparty manual chapter
Parent story Commission: party, counterparty, and party_status
Target dialog CounterpartyDetailDialog
Clients  
State PENDING

Steps

Log in against prime_origin as tenant_admin@barclays_plc / Secure-Password-123 and select BARCLAYS PLC before the first capture step. Save every capture into the repo-root assets/images/ (not doc/manual/user_guide/assets/images/ — the proj: link type resolves against the repo root), overwriting any existing file.

Capture counterparties_main_dialog.png

Open the Counterparties window from the Reference Data menu, with at least two different Party Type values and two different Status values visible. Screenshot the full window including the toolbar and status bar. Save as counterparties_main_dialog.png.

Result

Field Value
Status PASS
Notes scenario_counterparty-manual-chapter-screenshots_step1_20260716_145843.png

Capture counterparty_details_general.png

Double-click any counterparty to open Counterparty Details. On the General tab, make sure Party Type, Status, Business Center, and Parent Counterparty all show real, non-blank values. Screenshot the General tab in full. Save as counterparty_details_general.png.

Result

Field Value
Status PASS
Notes scenario_counterparty-manual-chapter-screenshots_step2_20260716_145907.png

Capture counterparty_parent_counterparty_combo.png

Still on the General tab, click the Parent Counterparty combo to open its dropdown, showing the list of candidate parent counterparties by full name. Screenshot it open. Save as counterparty_parent_counterparty_combo.png.

Result

Field Value
Status PASS
Notes ./tmp/Screenshot from 2026-07-16 15-04-28.png

Capture counterparty_details_identifiers.png

Switch to the Identifiers tab. If the selected counterparty has no identifier rows yet, add one or two (e.g. an LEI and a BIC) via the row toolbar first, so the table isn't empty. Screenshot the tab. Save as counterparty_details_identifiers.png. Discard any rows added purely for the screenshot afterwards if you don't want to keep them.

Result

Field Value
Status PASS
Notes scenario_counterparty-manual-chapter-screenshots_step4_20260716_150506.png

Capture counterparty_details_contact_information.png

Switch to the Contact Information tab. If empty, add a row (e.g. contact type Legal, with city, country, and phone filled in) via the row toolbar. Screenshot the tab. Save as counterparty_details_contact_information.png.

Result

Field Value
Status PASS
Notes scenario_counterparty-manual-chapter-screenshots_step5_20260716_150542.png

Capture counterparty_details_hierarchy.png

Switch to the Hierarchy tab. Pick a counterparty (or navigate to one) that has both a parent and at least one child, so both directions of the tree are visible — note that unlike a party, this is not guaranteed for every counterparty (see the chapter's explanation of why). Screenshot the tab. Save as counterparty_details_hierarchy.png.

Result

Field Value
Status PASS
Notes scenario_counterparty-manual-chapter-screenshots_step6_20260716_150552.png

Capture counterparty_history_dialog.png

Close the detail dialog, right-click a counterparty row with more than one version (or edit-and-save one first to create a second version), and choose History. Select a version so the All Fields/Only Changes toggle shows a real diff against its predecessor. Screenshot the History dialog. Save as counterparty_history_dialog.png.

Result

Field Value
Status PASS
Notes scenario_counterparty-manual-chapter-screenshots_step7_20260716_150710.png

Results

Field Value
Status PASSED
Completed at 2026-07-16T14:07:12Z
Branch feature/write-counterparty-manual-chapter
Commit 47487a0eb
Worktree prime_origin

Notes

Emacs 29.3 (Org mode 9.6.15)