Test Scenario: Verify parent party/counterparty picker on Create
Table of Contents
- Scenario Info
- Steps
- Results
- Notes
This page documents a test scenario verifying Party/counterparty Create dialog cannot set parent_party_id 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 | Party/counterparty Create dialog cannot set parent_party_id |
| Parent story | Commission: party, counterparty, and party_status |
| Target dialog | PartyDetailDialog / CounterpartyDetailDialog — Menu: Reference Data > Parties*/*Counterparties |
| Clients | |
| State | PENDING |
Steps
Each step is its own heading — the title should be short (it's shown
as a single list entry in the QA Validation Runner); put any longer
instructions in the body below the title. The panel writes each
step's PASS/FAIL/PENDING outcome and notes back as a *** Result
child heading directly under it.
Connect and log in
Log in as tenant_admin@barclays_plc / Secure-Password-123. Select
the Barclays Plc / BARCLAYS PLC party.
Result
| Field | Value |
|---|---|
| Status | PASS |
Party Create shows a required Parent Party combo
Menu: Reference Data > Parties, click Add. Confirm a new Parent Party combo is present, populated with existing parties (e.g. BARCLAYS PLC and its GLEIF-imported subsidiaries). Leave it unset and try to Save – confirm Save stays disabled (no error dialog, matching the existing required-field pattern for Short Code/Full Name).
Result
| Field | Value |
|---|---|
| Status | PASS |
Create a second party succeeds with a parent selected
Fill in Short Code TESTPTY2, Full Name Test Party Co 2, pick a
Parent Party (e.g. BARCLAYS PLC), and fill the other required
fields. Save. Confirm the new row appears in the Parties list –
this is the case that previously always failed with a duplicate-key
error on parties_root_party_uniq_idx.
Result
| Field | Value |
|---|---|
| Status | PASS |
Edit round-trips the selected parent
Double-click TESTPTY2 to reopen it. Confirm the Parent Party combo
shows the previously-selected parent (not blank).
Result
| Field | Value |
|---|---|
| Status | PASS |
Counterparty Create shows a required Parent Counterparty combo
Menu: Reference Data > Counterparties, click Add. Confirm a new Parent Counterparty combo is present and populated, and that Save stays disabled while it's unset.
Result
| Field | Value |
|---|---|
| Status | PASS |
Create a second counterparty succeeds with a parent selected
Fill in Short Code TESTCPTY2, Full Name Test Counterparty Co 2,
pick a Parent Counterparty, and fill the other required fields.
Save. Confirm the new row appears in the Counterparties list.
Result
| Field | Value |
|---|---|
| Status | PASS |
Cleanup
Delete TESTPTY2 and TESTCPTY2 if created, to leave the tenant
clean for subsequent scenario runs.
Result
| Field | Value |
|---|---|
| Status | PASS |
Results
| Field | Value |
|---|---|
| Status | PASSED |
| Completed at | 2026-07-15T22:43:00Z |
| Branch | feature/party-create-needs-parent-picker |
| Commit | 234bdb7d4 |
| Worktree | prime_origin |