think-bigger/docs/plans/checklists/testing-checklist.md

# 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.</content>
<parameter name="filePath">docs/plans/checklists/testing-checklist.md