Test Scenario: Verify second batch of migrated refdata history dialogs

Table of Contents

This page documents a test scenario verifying Migrate ores.qt.refdata's history dialogs to the generic HistoryDialog in Migrate all entities onto the generic HistoryDialog. 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 Migrate ores.qt.refdata's history dialogs to the generic HistoryDialog
Parent story Migrate all entities onto the generic HistoryDialog
Target dialog HistoryDialog (asset_class_code, currency_market_tier, rounding_type, monetary_nature, tenor_kind)
Clients  
State PENDING

Steps

Log in and select the Barclays Plc party

Log in as tenant_admin@barclays_plc / Secure-Password-123 and select "BARCLAYS PLC" as the active party if prompted. If the database has been recreated since this was last provisioned, first run ./compass.sh shell -f projects/ores.shell/scripts/library/provisioning/barclays_system_provision.ores to reprovision it.

Result

Field Value
Status PASS

Check asset class code history

Reference Data > Classifications > Asset Class Codes. Open an existing code's history. Confirm the History Timeline shows its versions and the diff pane renders without a "No history provider registered" error — this entity never had a history field mapper generated before this batch.

Result

Field Value
Status PASS

Check currency market tier history, list, save, and delete

Reference Data > Currency Codes > Currency Market Tiers. Confirm the list loads (this entity's protocol was significantly stale and just regenerated). Create or edit an entry providing a change reason, confirm it saves, then open its history and confirm it loads. Delete an entry and confirm it disappears from the list.

Result

Field Value
Status PASS

Check rounding type history, list, save, and delete

Reference Data > Currency Codes > Rounding Types (or wherever wired). Same checks as currency market tier above — list loads, save with change reason succeeds, history loads, delete works.

Result

Field Value
Status PASS
Notes no eventing on save. everything else worked correctly.

Check monetary nature history, list, save, and delete

Same checks as currency market tier above, for Monetary Natures.

Result

Field Value
Status PASS

Check tenor kind history

Reference Data > Tenors > Tenor Kinds. Open an existing kind's history. Confirm it loads correctly — this entity never had a history field mapper generated before this batch.

Result

Field Value
Status PASS

Check Open and Revert still work on one entity

Pick any one of the five entities above. With a single version selected in its History Timeline, click Open — confirm the read-only detail view opens correctly. Close it, select an older version, and click Revert — confirm the confirmation dialog appears and (on confirming) the editable revert dialog opens pre-populated.

Result

Field Value
Status PASS

Results

Field Value
Status PASSED
Completed at 2026-07-15T23:09:25Z
Branch feature/migrate-refdata-history-dialogs
Commit ca73b6f7e
Worktree brave_hopper

Notes

Emacs 29.3 (Org mode 9.6.15)