Test Scenario: Capture counterparty manual chapter screenshots
Table of Contents
- Scenario Info
- Steps
- Capture counterparties_main_dialog.png
- Capture counterparty_details_general.png
- Capture counterparty_parent_counterparty_combo.png
- Capture counterparty_details_identifiers.png
- Capture counterparty_details_contact_information.png
- Capture counterparty_details_hierarchy.png
- Capture counterparty_history_dialog.png
- Results
- Notes
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 | ![]() |
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 | ![]() |
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 | ![]() |
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 | ![]() |
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 | ![]() |
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 | ![]() |
Results
| Field | Value |
|---|---|
| Status | PASSED |
| Completed at | 2026-07-16T14:07:12Z |
| Branch | feature/write-counterparty-manual-chapter |
| Commit | 47487a0eb |
| Worktree | prime_origin |





