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think-bigger/docs/plans/milestones/validation-criteria.md
Kade Heyborne 48c6ddc066
Add comprehensive project documentation 
- 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
2025-12-03 16:54:37 -07:00

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Validation Criteria and Success Metrics

This document defines measurable criteria for validating the success of each project phase and the overall Advanced Second Brain PKM system.

Validation Framework

Validation Types

  • Technical Validation: Code quality, performance, security
  • Functional Validation: Features work as specified
  • User Validation: Real users can accomplish tasks
  • Business Validation: Value delivered meets objectives

Validation Methods

  • Automated Testing: Unit, integration, and end-to-end tests
  • Manual Testing: User acceptance testing and exploratory testing
  • Performance Testing: Load, stress, and scalability testing
  • User Research: Surveys, interviews, and usability testing
  • Analytics: Usage metrics and behavioral data

Phase 1: Foundation Validation

Technical Validation

  • API Availability: All documented endpoints respond correctly

    • Measure: 100% of endpoints return 200-299 status codes
    • Method: Automated API tests
    • Success Threshold: 100% pass rate

  • Service Integration: All services communicate properly

    • Measure: Cross-service API calls succeed
    • Method: Integration test suite
    • Success Threshold: >95% pass rate

  • Data Persistence: Database operations maintain integrity

    • Measure: CRUD operations work without data corruption
    • Method: Database integration tests
    • Success Threshold: 100% data integrity

Performance Validation

  • Response Times: API endpoints meet latency requirements

    • Measure: P95 response time <500ms for all endpoints
    • Method: Load testing with 50 concurrent users
    • Success Threshold: <500ms P95, <2s P99

  • Resource Usage: System operates within resource limits

    • Measure: Memory usage <2GB, CPU <50% under normal load
    • Method: Performance monitoring during testing
    • Success Threshold: Within defined limits

Security Validation

  • Sandboxing: Dana execution is properly isolated

    • Measure: Malicious code cannot access host system
    • Method: Security testing with known exploits
    • Success Threshold: 100% isolation maintained

  • Data Sovereignty: No data leaks to external services

    • Measure: Network traffic analysis shows no unauthorized data transmission
    • Method: Network monitoring and traffic analysis
    • Success Threshold: Zero unauthorized data transmission

Phase 2: Knowledge Browser Validation

Functional Validation

  • File Navigation: Users can browse domain directories

    • Measure: File tree loads and navigation works
    • Method: Manual testing with 10+ domain structures
    • Success Threshold: 100% navigation success rate

  • Document Rendering: Various file types display correctly

    • Measure: PDF, Markdown, text files render properly
    • Method: Test with diverse document types and sizes
    • Success Threshold: >95% rendering success rate

  • UI Responsiveness: Interface works across devices

    • Measure: Layout adapts to screen sizes 1024px to 3840px
    • Method: Cross-device testing (desktop, tablet, mobile)
    • Success Threshold: No layout breaks, all interactions work

User Validation

  • Task Completion: Users can complete primary workflows

    • Measure: Time to complete "browse and read document" task
    • Method: User testing with 10 participants
    • Success Threshold: >80% complete task in <5 minutes

  • Intuitive Navigation: Users understand interface without training

    • Measure: Navigation success rate without hints
    • Method: Usability testing with first-time users
    • Success Threshold: >70% successful navigation

Phase 3: Content Processing Validation

Functional Validation

  • Media Processing: Files are automatically detected and processed

    • Measure: Processing success rate for supported formats
    • Method: Test with 20+ media files of various types
    • Success Threshold: >90% processing success rate

  • Transcript Quality: Generated transcripts are accurate

    • Measure: Word error rate (WER) for transcriptions
    • Method: Compare against human-transcribed samples
    • Success Threshold: <10% WER for clear audio

  • Analysis Accuracy: Fabric patterns produce useful results

    • Measure: User-rated usefulness of analysis outputs
    • Method: User evaluation of 50+ analysis results
    • Success Threshold: >75% rated as "useful" or "very useful"

Performance Validation

  • Processing Speed: Content processing meets time requirements
    • Measure: Processing time relative to content duration
    • Method: Benchmark with various content lengths
    • Success Threshold: <15% of content duration for processing

Phase 4: Agent Studio Validation

Functional Validation

  • Code Editing: Dana code editor works correctly

    • Measure: Syntax highlighting, error detection, auto-completion
    • Method: Test with complex Dana code examples
    • Success Threshold: All editor features functional

  • Agent Testing: Users can test agent modifications

    • Measure: REPL execution success rate
    • Method: Test with various agent configurations
    • Success Threshold: >90% execution success rate

  • Graph Visualization: Knowledge graph displays correctly

    • Measure: Node/edge rendering, interaction, performance
    • Method: Test with graphs of varying complexity (10-1000 nodes)
    • Success Threshold: Smooth interaction with <2s load times

User Validation

  • Customization Success: Power users can modify agents effectively
    • Measure: Percentage of users who successfully customize agents
    • Method: Testing with 20 technical users
    • Success Threshold: >60% successful customizations

Phase 5: Orchestration Validation

Functional Validation

  • Query Routing: Queries are routed to appropriate agents

    • Measure: Correct agent selection for various query types
    • Method: Test with 100+ diverse queries
    • Success Threshold: >85% correct routing

  • Response Synthesis: Multi-agent responses are coherent

    • Measure: User-rated coherence of synthesized responses
    • Method: User evaluation of 50+ multi-agent responses
    • Success Threshold: >70% rated as "coherent" or "very coherent"

  • Performance: Cross-domain queries meet latency requirements

    • Measure: Response time for complex queries
    • Method: Load testing with concurrent queries
    • Success Threshold: <5s P95 response time

Overall System Validation

User Experience Validation

  • Onboarding Success: New users can get started independently

    • Measure: Task completion rate for "first hour experience"
    • Method: User testing with 20 first-time users
    • Success Threshold: >70% complete core onboarding tasks

  • Daily Usage: System supports regular knowledge work

    • Measure: Daily active usage, session length, feature usage
    • Method: Beta testing with 50+ users over 2 weeks
    • Success Threshold: >30 min daily usage, >50% feature utilization

Technical Validation

  • System Reliability: Uptime and error rates meet requirements

    • Measure: Service uptime, error rates, incident response time
    • Method: Production monitoring over 30 days
    • Success Threshold: >99.5% uptime, <1% error rate

  • Scalability: System handles growth in users and data

    • Measure: Performance under increased load
    • Method: Scalability testing with simulated growth
    • Success Threshold: Maintains performance with 10x user growth

Business Validation

  • User Satisfaction: Users find value in the system

    • Measure: Net Promoter Score, user satisfaction surveys
    • Method: Post-MVP surveys with 100+ users
    • Success Threshold: >50 NPS, >4/5 satisfaction rating

  • Feature Usage: Core features are used regularly

    • Measure: Feature adoption rates, usage frequency
    • Method: Analytics tracking over 60 days
    • Success Threshold: >70% users use core features weekly

Validation Timeline

Weekly Validation (During Development)

  • Unit Test Coverage: >80% maintained
  • Integration Tests: Run daily, >95% pass rate
  • Performance Benchmarks: No regression >10%
  • Security Scans: Clean results weekly

Milestone Validation (End of Each Phase)

  • Functional Completeness: All phase features implemented
  • Quality Standards: All tests pass, no critical bugs
  • User Testing: Representative users validate workflows
  • Performance Requirements: All SLAs met

MVP Validation (End of Phase 2+)

  • User Acceptance: Beta users can use system productively
  • Technical Stability: No critical issues in production-like environment
  • Performance: Meets all user-facing requirements
  • Documentation: Complete user and technical documentation

Validation Tools and Infrastructure

Automated Validation

  • CI/CD Pipeline: Runs all tests on every commit
  • Performance Monitoring: Automated performance regression detection
  • Security Scanning: Integrated vulnerability scanning
  • Accessibility Testing: Automated WCAG compliance checking

Manual Validation

  • User Testing Lab: Dedicated environment for user research
  • Bug Tracking: Comprehensive issue tracking and management
  • Analytics Dashboard: Real-time usage and performance metrics
  • Feedback Collection: Multiple channels for user input

Quality Gates

  • Code Review: Required for all changes
  • Testing: Must pass before merge
  • Security Review: For sensitive changes
  • Performance Review: For performance-impacting changes

Success Criteria Summary

Minimum Success Criteria (Must Meet)

  • All critical user journeys work end-to-end
  • System is secure and respects data sovereignty
  • Performance meets user expectations
  • Code quality meets professional standards

Target Success Criteria (Should Meet)

  • Advanced features work reliably
  • User experience is exceptional
  • System scales to realistic usage levels
  • Documentation is comprehensive and helpful

Stretch Success Criteria (Nice to Meet)

  • Innovative features delight users
  • System becomes a platform for extensions
  • Community adoption and contributions
  • Industry recognition and awards

This validation framework ensures the Advanced Second Brain PKM system delivers real value to users while maintaining high technical and quality standards throughout development. docs/plans/milestones/validation-criteria.md