Test Scenario: Run a report and read its rows

Table of Contents

This page documents a test scenario verifying Run a report from its page and read its rows in Prove the report grid run end to end — the remaining work. It is filled in with the target screen and checklist of steps before testing starts; record the outcome by hand in * Results.

1. Before you start

  • The database is the environment's own, provisioned with Acme Corporation holding group: compass db status answers, and the fleet is up with compass services status showing every unit running, including the five ores.compute.wrapper nodes.
  • The report the scenario runs has market data for the date it prices at. A fresh environment carries no currency curve quotes, so seed them first with How do I seed currency quotes for a local report run?. Without them the run reaches the grid and the engine refuses every curve.
  • The result rows table answers the reporting service: grant select, insert, update, delete, truncate on ores_reporting_report_result_rows_tbl to ores_swift_curie_reporting_service is applied, which a freshly recreated database grants through its prefix grant function.
  • Open http://127.0.0.1:20202 and sign in as tenant_admin@acme_corporation / Secure-Password-123, then choose the party ACME Corporation HK Ltd in the party picker.

2. Scenario Info

Field Value
Verifies task Run a report from its page and read its rows
Parent story Prove the report grid run end to end — the remaining work
Target screen Reporting > Reports > a report, and that run's Results tab
Environment swift_curie, at http://127.0.0.1:20202
Clients  
State PASSED

3. Steps

3.1. Log in as the tenant administrator

  • Sign in at http://127.0.0.1:20202 as tenant_admin@acme_corporation with the password Secure-Password-123.
  • Choose the party ACME Corporation HK Ltd in the party picker at the top.
  • Confirm the Reporting area appears in the main navigation.

3.1.1. Result

Field Value
Status PASS

3.2. Open the NPV report definition

  • Go to Reporting then Reports.
  • Open the report named NPV.
  • Confirm the page states the definition first, with the tabs Definition and Runs, and that Run and Refresh sit at the top right.

3.2.1. Result

Field Value
Status PASS

3.3. Start the run from the definition

  • Press Run.
  • Confirm the page moves to a new run's page, with the tabs Run and Results.
  • Confirm the run's state moves from queued or running without the page being reloaded by hand.

3.3.1. Result

Field Value
Status PASS

3.4. Follow the run to the grid

  • On the run's Run tab, confirm the run names its compute batch and that the state moves through the pipeline rather than resting in one state.
  • Open Operations then the compute area, and confirm the batch and its jobs are listed for this run, and that the jobs reach Done.
  • Return to the run's page and confirm its state is completed.

3.4.1. Result

Field Value
Status PASS

3.5. Read the run's results

  • Open the run's Results tab.
  • Confirm the header states the number of trades and the priced date, and that one row per trade is drawn.
  • Confirm the note says the rows are the ones the post-processor loaded, not the engine's file.
  • Change Aggregate by to Book and confirm the books roll up under their portfolios, then to Counterparty and confirm the rows roll up by counterparty.

3.5.1. Result

Field Value
Status PASS

3.6. Check the rows in the store

  • In a shell, run compass sql -- -c "set row_security=off; select measure, count(*) from ores_reporting_report_result_rows_tbl group by 1;".
  • Confirm the run's rows are there with the measures the report produced, and that the count matches the trades on the screen times the measures.
  • Confirm select count(*) from ores_reporting_report_result_rows_tbl equals the rows the screens draw and not a row more.

3.6.1. Result

Field Value
Status PASS

4. Results

Field Value
Status PASSED
Completed at 2026-10-27T20:17:57Z
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5. Notes

Emacs 29.3 (Org mode 9.6.15)