Test Scenario: Capture screenshots for the Portfolios manual chapter

Table of Contents

This page documents a test scenario verifying Add portfolio entity chapter to the user manual in Commission: portfolio. Captures the four [SCREENSHOT NEEDED] placeholders in chapter_portfolios.org — the Portfolios list window, the Portfolio Details General tab, the Status combo open, and the Portfolio History dialog comparing two versions — then confirms the wired-in chapter reads correctly in both the Qt client's help viewer and the built PDF. 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 Add portfolio entity chapter to the user manual
Parent story Commission: portfolio
Target dialog PortfolioMdiWindow / PortfolioDetailDialog — Menu: Reference Data > Portfolios
Clients  
State PASSED

Steps

Connect to tenant Barclays Plc

Log in against the prime_origin environment as tenant_admin@barclays_plc / Secure-Password-123 and select BARCLAYS PLC.

Result

Field Value
Status PASS

Capture portfolios_main_dialog.png

  • Open Reference Data > Portfolios.
  • Confirm the list shows several rows with a mix of purpose types, statuses (as colour-coded badges), and aggregation currencies (with flag icons) — if the seeded data doesn't already vary enough, edit a couple of rows first so at least three different Status values and two different Purpose Type values are visible.
  • Click the QA Validation Runner's Screenshot button with the full Portfolios list window in frame, then Pass.

Result

Field Value
Status PASS
Notes scenario_portfolios-manual-screenshots_step2_20260718_115130.png

Capture portfolio_details_general.png

  • Double-click any portfolio row to open its Details dialog.
  • On the General tab, ensure every field is populated — if Description is empty, type a sentence into it and leave the dialog in edit mode (do not save yet).
  • Click Screenshot with the General tab showing Id, Name, Purpose Type, Status, Aggregation Currency, Virtual, and Description all filled in, then Pass.

Result

Field Value
Status PASS
Notes scenario_portfolios-manual-screenshots_step3_20260718_115151.png

Capture portfolio_status_combo.png

  • Still in the Portfolio Details General tab from the previous step, click the Status combo box to open its drop-down.
  • Click Screenshot with the open combo showing all five values (Active, Inactive, Closed, Frozen, Pending), then Pass.
  • Close the combo and cancel out of the dialog without saving (or save if you'd rather keep the edited description — either is fine for the next step).

Result

Field Value
Status PASS
Notes Captured via manual desktop screenshot (raw file since deleted); cropped and wired in as portfolio_status_combo.png. A second capture of the Purpose Type combo (raw codes, not labels) informed Purpose Type combo shows raw codes, not display labels.

Capture portfolio_history_dialog.png

  • Open a portfolio's Details dialog, change its Status or Purpose Type, and Save — enter a change reason when prompted.
  • Open History on that same portfolio (history icon in the dialog's title bar, or right-click the row and choose History).
  • Select the two most recent versions in the Compare drop-downs and toggle Only Changes on, so the field list narrows to just the one field that differs.
  • Click Screenshot with the History dialog in this state, then Pass.

Result

Field Value
Status PASS
Notes scenario_portfolios-manual-screenshots_step5_20260718_132044.png

Read the manual in the Qt client

  • Rebuild the Qt-embedded help (compass build --direct help then compass build deploy_help_qch --preset <preset>) and restart the client so it picks up the new chapter.
  • Open the Portfolios chapter in the client's own manual viewer (Help → User Manual) and read it top to bottom.
  • Confirm the prose reads correctly, the segues between sections work, and every screenshot appears where expected and actually shows what its caption claims.

Result

Field Value
Status PASS
Notes Confirmed after rebuilding ores.qt.exe to embed the fresh .qch (deploy_help_qch alone doesn't take effect until the exe recompiles).

Check the built PDF

  • Rebuild the manual (compass build --direct manual) and open the rebuilt user_manual.pdf at the Portfolios chapter's pages (e.g. via zathura or evince).
  • Confirm layout, figure numbering, and captions look correct in the PDF's own rendering, and that all four new figures appear in the List of Figures.

Result

Field Value
Status PASS
Notes Confirmed in Chrome after rebuild – layout, figures, and captions all correct.

Results

Field Value
Status PASSED
Completed at 2026-07-18T14:41:00Z
Branch feature/portfolio-manual-chapter
Commit 046725658
Worktree prime_origin

Notes

Emacs 29.3 (Org mode 9.6.15)