Test Scenario: Verify CRM topology for the holding company party

Table of Contents

This page documents a test scenario verifying Publish CRM topology for the holding company party in Holding company treasury functionality: FX/CRM visibility, Group Treasury book, consolidated reporting. 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.

Before you start

  • The database must be freshly provisioned via --source acme: compass db recreate -y -k then compass shell -f projects/ores.shell/scripts/library/provisioning/how_do_i_provision_the_system_with_acme_corporation_holding_group.ores. Confirm the run completes with no failed steps (acme_group.crm_topology: ... completed should appear for the holding company alongside acme_uk/acme_us/acme_hk) before starting.

Scenario Info

Field Value
Verifies task Publish CRM topology for the holding company party
Parent story Holding company treasury functionality: FX/CRM visibility, Group Treasury book, consolidated reporting
Target dialog CrmCrossRatesMatrixMdiWindow
Clients  
State PENDING

Steps

Each step is its own heading — the title should be five to seven words so it fits on one line in the QA Validation Runner's step list without wrapping or truncating (e.g. "Edit and save the record", not a full sentence describing the whole operation). The body below the title is a bullet-point checklist, not a prose paragraph: give the tester every piece of context needed to execute that one step without looking anything up elsewhere — what UI state must already exist, exactly what to click or type, and exactly what confirms the step passed. The panel writes each step's PASS/FAIL/PENDING outcome and notes back as a *** Result child heading directly under it.

Log in as tenant_admin@acme_corporation

  • Login dialog: username tenant_admin@acme_corporation, password Secure-Password-123.
  • On the party picker, confirm the default/quick-login party is "Acme Corporation Plc" (the holding company) — this scenario specifically tests that party, not one of the offices. If quick-login selects a different party, use the party switcher to select "Acme Corporation Plc" before continuing.

Result

Field Value
Status PASS

Open the Cross-Rates Matrix picker

  • Menu: Market Data > Cross-Rates Matrix (or the equivalent toolbar action).
  • Confirm the picker dialog shows three named options — majors, exotics, scandies — plus "All", not a "no CRM configured" message and not just "All" alone.
  • This is the main regression check: before the fix, the holding company party had zero topology configs of its own, so this picker either showed nothing or (pre the party-scoping fix from PR #1834) misleadingly showed names sourced from other parties.

Result

Field Value
Status PASS

Open the majors matrix and check the footer

  • Pick majors and click Open.
  • Confirm the matrix window opens without an error dialog.
  • Confirm the footer shows CONNECTED | N Currencies (not the red DISCONNECTED indicator) — currencies present should include at least EUR/GBP/USD/AUD/NZD/CAD/CHF/JPY/SEK, matching the majors topology's driver + derived pairs.
  • Rows may show dashes/no live rate if no synthetic feed is currently running — that's expected and not part of this scenario; only the topology/connectivity is under test here, not live ticking.

Result

Field Value
Status PASS

Repeat for exotics and scandies

  • Close the majors window, reopen the picker, select exotics, Open. Confirm footer shows CONNECTED with USD/ZAR/MXN/INR present.
  • Repeat once more for scandies. Confirm footer shows CONNECTED with EUR/USD/SEK/NOK/DKK present.

Result

Field Value
Status PASS

Results

Field Value
Status PASSED
Completed at 2026-08-05T15:32:19Z
Branch feature/publish-crm-topology-for-holding-company
Commit f45a1b983
Worktree solid_dirac

Notes

Emacs 29.3 (Org mode 9.6.15)