Test Scenario: Verify holding company CRM ticks live

Table of Contents

This page documents a test scenario verifying Resolve feed-binding party-scoping so holding company CRM can consume FX ticks 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 – each office's acme_uk.synthetic_feeds: ... completed (and the equivalent for us/hk) confirms live feeds actually started, which this scenario depends on.

Scenario Info

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.
  • Confirm the default/quick-login party is "Acme Corporation Plc" (the holding company) – this scenario specifically tests that party, not one of the offices. Switch party explicitly if not.

Result

Field Value
Status PASS

Open majors CRM and confirm live ticking

  • Menu: Market Data > Cross-Rates Matrix.
  • Pick majors, click Open.
  • Watch the grid for at least 10 seconds. Confirm at least one cell's rate visibly changes (not just present, but actually updating) – this is the real regression check: before the fix, rates for the holding company stayed static/unavailable forever because ticks from the offices' feeds never reached its engines.
  • Footer should read CONNECTED throughout, not DISCONNECTED.

Result

Field Value
Status PASS

Confirm exotics and scandies also tick

  • Repeat for exotics and scandies: open each, watch for at least one visibly-changing cell within 10 seconds.

Result

Field Value
Status PASS

Confirm an office's CRM still ticks too

  • Switch party to "ACME Corporation UK plc" (or US/HK).
  • Open majors again. Confirm it also ticks live – the tenant-wide fix must not have broken the offices' own (already-working) CRM ticking as a side effect.

Result

Field Value
Status PASS

Results

Field Value
Status PASSED
Completed at 2026-08-05T23:22:16Z
Branch feature/resolve-crm-feed-binding-party-scoping
Commit 8029b1116
Worktree solid_dirac

Notes

Emacs 29.3 (Org mode 9.6.15)