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 -kthencompass 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: ... completedshould 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, passwordSecure-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
majorsand click Open. - Confirm the matrix window opens without an error dialog.
- Confirm the footer shows
CONNECTED | N Currencies(not the redDISCONNECTEDindicator) — 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 |