Test Scenario: Capture party manual chapter screenshots

Table of Contents

This page documents a test scenario verifying Write party 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 party manual chapter
Parent story Commission: party, counterparty, and party_status
Target dialog PartyDetailDialog
Clients  
State PENDING

Steps

Each step captures one screenshot referenced by doc/manual/user_guide/chapter_8_parties.org. Save every capture into doc/manual/user_guide/assets/images/ under the exact filename given, overwriting any placeholder that may already exist. Use the Barclays Plc (GLEIF) environment so the parties list has real, varied data — several rows with distinct Party Type and Status badges, and at least one party several levels deep in the hierarchy for the Hierarchy tab.

Connect and open the Parties window

Start the client, log in against the prime_origin environment, and open the Parties window from the Reference Data menu. Let it load a full page of parties with at least two different Party Type values and two different Status values visible, so both badge colours show.

Result

Field Value
Status PASS
Notes scenario_party-manual-chapter-screenshots_step1_20260716_023435.png

Capture parties_main_dialog.png

With the Parties window populated as above, screenshot the full window including the toolbar and status bar (page controls, total record count). Save as parties_main_dialog.png.

Result

Field Value
Status PASS
Notes scenario_party-manual-chapter-screenshots_step2_20260716_020138.png

Capture party_details_general.png

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

Result

Field Value
Status PASS
Notes scenario_party-manual-chapter-screenshots_step2_20260716_020050.png

Capture party_parent_party_combo.png

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

Result

Field Value
Status PASS
Notes ./tmp/Screenshot from 2026-07-16 02-02-44.png

Capture party_details_identifiers.png

Switch to the Identifiers tab. If the selected party 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 party_details_identifiers.png. If you added rows purely for the screenshot, you may discard them afterwards (Close without Save, or delete the rows and save) rather than leaving test data behind.

Result

Field Value
Status PASS
Notes scenario_party-manual-chapter-screenshots_step5_20260716_020450.png

Capture party_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 so the flagged Country combo is visible with a flag rendered. Screenshot the tab. Save as party_details_contact_information.png. As above, feel free to discard any rows added only for the capture.

Result

Field Value
Status PASS
Notes scenario_party-manual-chapter-screenshots_step6_20260716_020617.png

Capture party_details_hierarchy.png

Switch to the Hierarchy tab. Pick a party (or navigate to one) that has both a chain of ancestors up to the tenant's root and at least one child, so both directions of the tree are visible. Screenshot the tab. Save as party_details_hierarchy.png.

Result

Field Value
Status PASS
Notes scenario_party-manual-chapter-screenshots_step7_20260716_020633.png

Capture party_history_dialog.png

Close the detail dialog, right-click a party row with more than one version (or edit-and-save a party first to create a second version), and choose History. Select a version so the Changes tab shows a field-level diff against its predecessor. Screenshot the History dialog. Save as party_history_dialog.png.

Result

Field Value
Status PASS
Notes scenario_party-manual-chapter-screenshots_step8_20260716_023511.png

Update the manual chapter with the captured images

Edit doc/manual/user_guide/chapter_8_parties.org and confirm each [[proj:assets/images/...png]] link matches a file that now exists; the filenames above were chosen to match exactly, so no text changes should be needed — just verify.

Result

Field Value
Status PASS

Results

Field Value
Status PASSED
Completed at 2026-07-16T01:35:14Z
Branch feature/write-party-manual-chapter
Commit 5e1d85f8a
Worktree prime_origin

Notes

Emacs 29.3 (Org mode 9.6.15)