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