# Testing Checklist and Quality Assurance This comprehensive testing checklist ensures the Advanced Second Brain PKM system meets quality standards across all development phases. ## Testing Strategy Overview ### Testing Pyramid ``` End-to-End Tests (10%) Integration Tests (20%) Unit Tests (70%) ``` ### Testing Types - **Unit Tests**: Individual functions and methods - **Integration Tests**: Component interactions and API contracts - **End-to-End Tests**: Complete user workflows - **Performance Tests**: Load, stress, and scalability testing - **Security Tests**: Vulnerability assessment and penetration testing - **Accessibility Tests**: WCAG compliance and usability testing ## Development Setup Testing ### Environment Validation - [ ] Python version compatibility (3.10+) - [ ] Node.js version compatibility (18+) - [ ] Docker and Docker Compose installation - [ ] Database connectivity (Neo4j/Dgraph) - [ ] API key configuration validation - [ ] Virtual environment isolation - [ ] Dependency version conflicts resolution ### Build System Testing - [ ] Backend build process (`pip install -r requirements.txt`) - [ ] Frontend build process (`npm install && npm run build`) - [ ] Docker image building without errors - [ ] Development server startup - [ ] Hot reload functionality - [ ] Production build optimization ## Unit Testing Requirements ### Backend Unit Tests - [ ] All service classes have >80% coverage - [ ] File system operations (read, write, watch) - [ ] Dana runtime execution and validation - [ ] Knowledge graph CRUD operations - [ ] Embedding generation and search - [ ] API endpoint request/response handling - [ ] Error handling and edge cases - [ ] Configuration loading and validation ### Frontend Unit Tests - [ ] React component rendering - [ ] State management (if applicable) - [ ] Utility functions and helpers - [ ] API client functions - [ ] Form validation logic - [ ] UI interaction handlers ### Test Quality Standards - [ ] Tests are isolated (no external dependencies) - [ ] Tests use descriptive names and follow AAA pattern - [ ] Mock external services appropriately - [ ] Test both success and failure scenarios - [ ] Include edge cases and boundary conditions ## Integration Testing ### API Integration Tests - [ ] All REST endpoints return correct status codes - [ ] Request/response schemas match OpenAPI spec - [ ] Authentication and authorization work correctly - [ ] Error responses follow consistent format - [ ] CORS headers configured properly - [ ] Rate limiting functions as expected ### Database Integration Tests - [ ] Connection pooling works correctly - [ ] Migrations run without errors - [ ] CRUD operations maintain data integrity - [ ] Concurrent access doesn't cause race conditions - [ ] Backup and recovery procedures work - [ ] Query performance meets requirements ### Service Integration Tests - [ ] File system service integrates with document processing - [ ] Dana runtime integrates with agent management - [ ] Knowledge graph integrates with embedding service - [ ] All services handle service failures gracefully - [ ] Message queues and background jobs work correctly ## End-to-End Testing ### Critical User Journeys - [ ] User creates new domain and adds documents - [ ] User browses knowledge in Knowledge Browser - [ ] User processes media file with transcription - [ ] User runs Fabric analysis patterns - [ ] User customizes agent in Agent Studio - [ ] User performs cross-domain queries ### Data Flow Testing - [ ] File upload → processing → storage → retrieval - [ ] Document chunking → embedding → indexing → search - [ ] Agent code editing → validation → execution → results - [ ] Graph updates → visualization → query results ### Cross-Browser Testing - [ ] Chrome/Chromium (primary target) - [ ] Firefox (secondary target) - [ ] Safari (macOS users) - [ ] Edge (Windows users) - [ ] Mobile browsers (iOS Safari, Chrome Mobile) ## Performance Testing ### Load Testing - [ ] API endpoints handle 100 concurrent users - [ ] File processing scales to 10 simultaneous uploads - [ ] Search queries return results in <500ms - [ ] Page loads complete in <2 seconds - [ ] Memory usage stays within limits ### Stress Testing - [ ] System handles sudden traffic spikes - [ ] Large file uploads (1GB+) don't crash system - [ ] Database handles 10,000+ nodes/edges - [ ] Long-running processes can be cancelled - [ ] System recovers from service failures ### Scalability Testing - [ ] Horizontal scaling with multiple instances - [ ] Database read replicas work correctly - [ ] CDN integration for static assets - [ ] Background job queues scale appropriately ## Security Testing ### Authentication & Authorization - [ ] API keys are validated correctly - [ ] File access respects user permissions - [ ] Agent execution is sandboxed - [ ] No privilege escalation possible ### Data Protection - [ ] Local data sovereignty maintained - [ ] No data sent to external servers without consent - [ ] Encryption at rest for sensitive data - [ ] Secure deletion of temporary files ### Vulnerability Assessment - [ ] OWASP Top 10 vulnerabilities checked - [ ] Dependency vulnerability scanning - [ ] Input validation prevents injection attacks - [ ] HTTPS everywhere in production ## Accessibility Testing ### WCAG Compliance - [ ] Keyboard navigation works throughout application - [ ] Screen reader compatibility - [ ] Color contrast meets WCAG AA standards - [ ] Focus indicators are visible - [ ] Semantic HTML structure ### Usability Testing - [ ] User interface is intuitive for target users - [ ] Error messages are helpful and actionable - [ ] Loading states provide appropriate feedback - [ ] Responsive design works on mobile devices ## Automated Testing Infrastructure ### CI/CD Pipeline Testing - [ ] All tests run on every commit - [ ] Test failures block deployment - [ ] Code coverage reports generated - [ ] Performance regression detection - [ ] Security scanning integrated ### Test Data Management - [ ] Test databases reset between test runs - [ ] Realistic test data fixtures available - [ ] Sensitive data masked in test environments - [ ] Test data doesn't leak into production ## Manual Testing Checklists ### Pre-Release Testing - [ ] All automated tests pass - [ ] Critical user journeys tested manually - [ ] Cross-browser compatibility verified - [ ] Performance benchmarks met - [ ] Security scan clean - [ ] Accessibility audit passed ### User Acceptance Testing - [ ] Representative users can complete primary tasks - [ ] User feedback incorporated into fixes - [ ] Edge cases identified and handled - [ ] Documentation reviewed by users - [ ] Beta testing period completed successfully ## Bug Tracking and Management ### Bug Classification - **Critical**: System crashes, data loss, security issues - **High**: Major functionality broken, poor performance - **Medium**: Minor functionality issues, UI problems - **Low**: Cosmetic issues, minor annoyances ### Bug Fix Process - [ ] Bug reported with reproduction steps - [ ] Bug triaged and prioritized - [ ] Test case added to prevent regression - [ ] Fix implemented and tested - [ ] Code review completed - [ ] Fix deployed and verified ## Quality Gates ### Code Quality Gates - [ ] Code coverage >80% for new code - [ ] No critical security vulnerabilities - [ ] Code style checks pass - [ ] Type checking passes (mypy, TypeScript) - [ ] Documentation updated for API changes ### Release Quality Gates - [ ] All critical and high-priority bugs fixed - [ ] Performance requirements met - [ ] Security review completed - [ ] User acceptance testing passed - [ ] Rollback plan documented ## Monitoring and Maintenance ### Production Monitoring - [ ] Error tracking and alerting configured - [ ] Performance monitoring dashboards - [ ] User analytics and usage tracking - [ ] Automated health checks - [ ] Log aggregation and analysis ### Test Maintenance - [ ] Tests updated when code changes - [ ] Flaky tests identified and fixed - [ ] Test data kept current - [ ] Test infrastructure maintained - [ ] Test coverage monitored over time ## Success Metrics ### Test Quality Metrics - **Coverage**: >80% code coverage maintained - **Reliability**: >95% of tests pass consistently - **Speed**: Test suite runs in <5 minutes - **Maintenance**: <5% of tests require regular updates ### Quality Metrics - **Defect Density**: <0.5 bugs per 1000 lines of code - **Mean Time to Resolution**: <24 hours for critical bugs - **User Satisfaction**: >90% user acceptance testing success - **Performance**: All SLAs met in production This comprehensive testing strategy ensures the Advanced Second Brain PKM system delivers high-quality, reliable functionality that meets user needs and maintains security and performance standards. docs/plans/checklists/testing-checklist.md