Task: Verify counterparty Qt UI end-to-end post-NATS

Table of Contents

This page documents a task in the Commission: party, counterparty, and party_status story. It captures the goal, current status, acceptance, and any notes or results.

Goal

Re-verify the counterparty Qt list window, detail dialog, history dialog, delete, and cross-session eventing against a live environment now that counterparty is fully under codegen with the composite child-entity table/hierarchy facet in place; fix regressions found.

Status

Field Value
State DONE
Parent story Commission: party, counterparty, and party_status
Now Nothing.
Waiting on Nothing.
Next Nothing.
Last touched 2026-07-15

Acceptance

  • List, Read, Update, Delete, Identifiers tab, Contact Information tab, Hierarchy tab, and History all verified live against BARCLAYS PLC's counterparties.
  • All regressions found during the shared verification pass (see the party task for full detail) fixed or filed: pagination reporting page size as total, missing changeReasonCache wiring blocking every LEI/contact-information save, the is_auto_generated_key codegen bug locking short_code permanently read-only, and stale ores.refdata.core.tests signatures/generators. All 113 cases pass.

Plan

(Implementation strategy. Written when work starts; key decisions are distilled into the parent story's * Decisions at close, but the plan itself stays — it is the historical record of what we did.)

Notes

Test Scenarios

Manual QA scenarios (scaffolded via compass add test_scenario, run through the QA Validation Runner panel) that verify this task. Link new ones here as they're created; the scenario doc itself links back via its "Verifies task" field.

Scenario State Notes
Verify counterparty Qt UI end-to-end post-NATS PENDING Covers list/create/read/identifiers/contacts/hierarchy/update/delete/history plus cross-client eventing (blue/red).

PRs

PR Title
1581 [refdata,qt,codegen] Commission party, counterparty, and party_status

Review

Review comments for PR #1581 covered both party and counterparty symmetrically; see the full decision table on the sibling Verify party Qt UI end-to-end post-NATS task.

Result

Verified live against BARCLAYS PLC's counterparties in the same session as the party verification: list, read, update, delete, identifiers tab, contact information tab, hierarchy tab, generic history dialog, and cross-client eventing all PASS. All fixes found during the shared verification pass (pagination reporting page size as total, missing changeReasonCache wiring, the is_auto_generated_key codegen bug locking short_code, stale repository tests/generators) apply symmetrically and were verified against both entities – see the sibling party task for full detail. Create against a second counterparty remains blocked on the same separately-tracked parent_party_id gap. Merged via PR #1581.

Emacs 29.3 (Org mode 9.6.15)