Wizard for setting up a party after it has been created by tenant provisioning. More...
#include <PartyProvisioningWizard.hpp>
Inherits QWizard.
Collaboration diagram for PartyProvisioningWizard:
Classes | |
| struct | ReportSpec |
| Specification for an initial report definition to create during provisioning. More... | |
Public Types | |
| enum | PageId { Page_Welcome , Page_CounterpartySetup , Page_OrganisationSetup , Page_ReportSetup , Page_ReportInstall , Page_Summary } |
Signals | |
| void | provisioningCompleted () |
Public Member Functions | |
| PartyProvisioningWizard (ClientManager *clientManager, QWidget *parent=nullptr) | |
| ClientManager * | clientManager () const |
| QString | selectedBundleCode () const |
| void | setSelectedBundleCode (const QString &code) |
| QString | leiDatasetSize () const |
| void | setLeiDatasetSize (const QString &size) |
| bool | organisationPublished () const |
| void | setOrganisationPublished (bool v) |
| std::vector< ReportSpec > | selectedReports () const |
| void | setSelectedReports (std::vector< ReportSpec > r) |
| bool | markPartyActive () |
| Sets the current party's status to 'Active' via save_party_request. | |
Detailed Description
Wizard for setting up a party after it has been created by tenant provisioning.
Assumes the party hierarchy already exists. Guides the party admin through:
- Welcome - explains the setup process
- Counterparty Setup - select dataset size and import GLEIF counterparties
- Organisation Setup - publish business units, portfolios, and trading books
- Report Setup - select initial report definitions to create
- Report Install - create the selected report definitions
- Summary - set party status to 'Active' and show results
This wizard appears automatically on first login when the selected party's status is 'Inactive'. It sets the party status to 'Active' on completion.
Member Function Documentation
◆ markPartyActive()
| bool markPartyActive | ( | ) |
Sets the current party's status to 'Active' via save_party_request.
Called from the summary page on successful completion of the wizard. Returns false (and logs a warning) if the party cannot be activated.
