Kade Heyborne
48c6ddc066
- Complete planning documentation for 5-phase development - UI design specifications and integration - Domain architecture and directory templates - Technical specifications and requirements - Knowledge incorporation strategies - Dana language reference and integration notes
251 lines
10 KiB
Markdown
251 lines
10 KiB
Markdown
# Validation Criteria and Success Metrics
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This document defines measurable criteria for validating the success of each project phase and the overall Advanced Second Brain PKM system.
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## Validation Framework
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### Validation Types
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- **Technical Validation**: Code quality, performance, security
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- **Functional Validation**: Features work as specified
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- **User Validation**: Real users can accomplish tasks
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- **Business Validation**: Value delivered meets objectives
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### Validation Methods
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- **Automated Testing**: Unit, integration, and end-to-end tests
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- **Manual Testing**: User acceptance testing and exploratory testing
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- **Performance Testing**: Load, stress, and scalability testing
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- **User Research**: Surveys, interviews, and usability testing
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- **Analytics**: Usage metrics and behavioral data
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## Phase 1: Foundation Validation
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### Technical Validation
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- [ ] **API Availability**: All documented endpoints respond correctly
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- *Measure*: 100% of endpoints return 200-299 status codes
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- *Method*: Automated API tests
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- *Success Threshold*: 100% pass rate
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- [ ] **Service Integration**: All services communicate properly
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- *Measure*: Cross-service API calls succeed
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- *Method*: Integration test suite
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- *Success Threshold*: >95% pass rate
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- [ ] **Data Persistence**: Database operations maintain integrity
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- *Measure*: CRUD operations work without data corruption
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- *Method*: Database integration tests
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- *Success Threshold*: 100% data integrity
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### Performance Validation
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- [ ] **Response Times**: API endpoints meet latency requirements
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- *Measure*: P95 response time <500ms for all endpoints
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- *Method*: Load testing with 50 concurrent users
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- *Success Threshold*: <500ms P95, <2s P99
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- [ ] **Resource Usage**: System operates within resource limits
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- *Measure*: Memory usage <2GB, CPU <50% under normal load
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- *Method*: Performance monitoring during testing
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- *Success Threshold*: Within defined limits
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### Security Validation
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- [ ] **Sandboxing**: Dana execution is properly isolated
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- *Measure*: Malicious code cannot access host system
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- *Method*: Security testing with known exploits
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- *Success Threshold*: 100% isolation maintained
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- [ ] **Data Sovereignty**: No data leaks to external services
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- *Measure*: Network traffic analysis shows no unauthorized data transmission
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- *Method*: Network monitoring and traffic analysis
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- *Success Threshold*: Zero unauthorized data transmission
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## Phase 2: Knowledge Browser Validation
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### Functional Validation
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- [ ] **File Navigation**: Users can browse domain directories
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- *Measure*: File tree loads and navigation works
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- *Method*: Manual testing with 10+ domain structures
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- *Success Threshold*: 100% navigation success rate
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- [ ] **Document Rendering**: Various file types display correctly
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- *Measure*: PDF, Markdown, text files render properly
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- *Method*: Test with diverse document types and sizes
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- *Success Threshold*: >95% rendering success rate
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- [ ] **UI Responsiveness**: Interface works across devices
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- *Measure*: Layout adapts to screen sizes 1024px to 3840px
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- *Method*: Cross-device testing (desktop, tablet, mobile)
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- *Success Threshold*: No layout breaks, all interactions work
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### User Validation
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- [ ] **Task Completion**: Users can complete primary workflows
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- *Measure*: Time to complete "browse and read document" task
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- *Method*: User testing with 10 participants
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- *Success Threshold*: >80% complete task in <5 minutes
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- [ ] **Intuitive Navigation**: Users understand interface without training
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- *Measure*: Navigation success rate without hints
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- *Method*: Usability testing with first-time users
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- *Success Threshold*: >70% successful navigation
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## Phase 3: Content Processing Validation
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### Functional Validation
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- [ ] **Media Processing**: Files are automatically detected and processed
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- *Measure*: Processing success rate for supported formats
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- *Method*: Test with 20+ media files of various types
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- *Success Threshold*: >90% processing success rate
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- [ ] **Transcript Quality**: Generated transcripts are accurate
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- *Measure*: Word error rate (WER) for transcriptions
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- *Method*: Compare against human-transcribed samples
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- *Success Threshold*: <10% WER for clear audio
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- [ ] **Analysis Accuracy**: Fabric patterns produce useful results
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- *Measure*: User-rated usefulness of analysis outputs
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- *Method*: User evaluation of 50+ analysis results
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- *Success Threshold*: >75% rated as "useful" or "very useful"
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### Performance Validation
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- [ ] **Processing Speed**: Content processing meets time requirements
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- *Measure*: Processing time relative to content duration
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- *Method*: Benchmark with various content lengths
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- *Success Threshold*: <15% of content duration for processing
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## Phase 4: Agent Studio Validation
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### Functional Validation
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- [ ] **Code Editing**: Dana code editor works correctly
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- *Measure*: Syntax highlighting, error detection, auto-completion
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- *Method*: Test with complex Dana code examples
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- *Success Threshold*: All editor features functional
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- [ ] **Agent Testing**: Users can test agent modifications
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- *Measure*: REPL execution success rate
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- *Method*: Test with various agent configurations
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- *Success Threshold*: >90% execution success rate
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- [ ] **Graph Visualization**: Knowledge graph displays correctly
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- *Measure*: Node/edge rendering, interaction, performance
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- *Method*: Test with graphs of varying complexity (10-1000 nodes)
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- *Success Threshold*: Smooth interaction with <2s load times
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### User Validation
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- [ ] **Customization Success**: Power users can modify agents effectively
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- *Measure*: Percentage of users who successfully customize agents
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- *Method*: Testing with 20 technical users
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- *Success Threshold*: >60% successful customizations
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## Phase 5: Orchestration Validation
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### Functional Validation
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- [ ] **Query Routing**: Queries are routed to appropriate agents
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- *Measure*: Correct agent selection for various query types
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- *Method*: Test with 100+ diverse queries
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- *Success Threshold*: >85% correct routing
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- [ ] **Response Synthesis**: Multi-agent responses are coherent
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- *Measure*: User-rated coherence of synthesized responses
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- *Method*: User evaluation of 50+ multi-agent responses
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- *Success Threshold*: >70% rated as "coherent" or "very coherent"
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- [ ] **Performance**: Cross-domain queries meet latency requirements
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- *Measure*: Response time for complex queries
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- *Method*: Load testing with concurrent queries
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- *Success Threshold*: <5s P95 response time
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## Overall System Validation
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### User Experience Validation
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- [ ] **Onboarding Success**: New users can get started independently
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- *Measure*: Task completion rate for "first hour experience"
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- *Method*: User testing with 20 first-time users
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- *Success Threshold*: >70% complete core onboarding tasks
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- [ ] **Daily Usage**: System supports regular knowledge work
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- *Measure*: Daily active usage, session length, feature usage
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- *Method*: Beta testing with 50+ users over 2 weeks
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- *Success Threshold*: >30 min daily usage, >50% feature utilization
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### Technical Validation
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- [ ] **System Reliability**: Uptime and error rates meet requirements
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- *Measure*: Service uptime, error rates, incident response time
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- *Method*: Production monitoring over 30 days
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- *Success Threshold*: >99.5% uptime, <1% error rate
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- [ ] **Scalability**: System handles growth in users and data
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- *Measure*: Performance under increased load
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- *Method*: Scalability testing with simulated growth
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- *Success Threshold*: Maintains performance with 10x user growth
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### Business Validation
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- [ ] **User Satisfaction**: Users find value in the system
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- *Measure*: Net Promoter Score, user satisfaction surveys
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- *Method*: Post-MVP surveys with 100+ users
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- *Success Threshold*: >50 NPS, >4/5 satisfaction rating
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- [ ] **Feature Usage**: Core features are used regularly
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- *Measure*: Feature adoption rates, usage frequency
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- *Method*: Analytics tracking over 60 days
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- *Success Threshold*: >70% users use core features weekly
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## Validation Timeline
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### Weekly Validation (During Development)
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- **Unit Test Coverage**: >80% maintained
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- **Integration Tests**: Run daily, >95% pass rate
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- **Performance Benchmarks**: No regression >10%
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- **Security Scans**: Clean results weekly
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### Milestone Validation (End of Each Phase)
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- **Functional Completeness**: All phase features implemented
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- **Quality Standards**: All tests pass, no critical bugs
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- **User Testing**: Representative users validate workflows
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- **Performance Requirements**: All SLAs met
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### MVP Validation (End of Phase 2+)
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- **User Acceptance**: Beta users can use system productively
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- **Technical Stability**: No critical issues in production-like environment
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- **Performance**: Meets all user-facing requirements
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- **Documentation**: Complete user and technical documentation
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## Validation Tools and Infrastructure
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### Automated Validation
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- **CI/CD Pipeline**: Runs all tests on every commit
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- **Performance Monitoring**: Automated performance regression detection
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- **Security Scanning**: Integrated vulnerability scanning
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- **Accessibility Testing**: Automated WCAG compliance checking
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### Manual Validation
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- **User Testing Lab**: Dedicated environment for user research
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- **Bug Tracking**: Comprehensive issue tracking and management
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- **Analytics Dashboard**: Real-time usage and performance metrics
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- **Feedback Collection**: Multiple channels for user input
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### Quality Gates
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- **Code Review**: Required for all changes
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- **Testing**: Must pass before merge
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- **Security Review**: For sensitive changes
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- **Performance Review**: For performance-impacting changes
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## Success Criteria Summary
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### Minimum Success Criteria (Must Meet)
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- [ ] All critical user journeys work end-to-end
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- [ ] System is secure and respects data sovereignty
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- [ ] Performance meets user expectations
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- [ ] Code quality meets professional standards
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### Target Success Criteria (Should Meet)
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- [ ] Advanced features work reliably
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- [ ] User experience is exceptional
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- [ ] System scales to realistic usage levels
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- [ ] Documentation is comprehensive and helpful
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### Stretch Success Criteria (Nice to Meet)
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- [ ] Innovative features delight users
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- [ ] System becomes a platform for extensions
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- [ ] Community adoption and contributions
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- [ ] Industry recognition and awards
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This validation framework ensures the Advanced Second Brain PKM system delivers real value to users while maintaining high technical and quality standards throughout development.</content>
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<parameter name="filePath">docs/plans/milestones/validation-criteria.md |