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bootstrap/guides/QA-TESTING.md
2026-02-21 09:55:34 -06:00

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# QA & Testing Guide
## Before Starting
1. Check assigned issue: `~/.config/mosaic/rails/git/issue-list.sh -a @me`
2. Create scratchpad: `docs/scratchpads/{issue-number}-{short-name}.md`
3. Review `docs/PRD.md` or `docs/PRD.json` as the requirements source.
4. Review acceptance criteria and affected change surfaces.
## Testing Policy (Hard Rules)
1. Situational testing is the PRIMARY validation gate.
2. Baseline testing is REQUIRED for all software changes.
3. TDD is risk-based and REQUIRED only for defined high-risk change types.
4. Tests MUST validate requirements and behavior, not only internal implementation details.
## Priority Order
1. Situational tests: prove requirements and real behavior on changed surfaces.
2. Baseline tests: lint/type/unit/integration safety checks.
3. TDD discipline: applied where risk justifies test-first workflow.
## Risk-Based TDD Requirement
| Change Type | TDD Requirement | Required Action |
|---|---|---|
| Bug fix | REQUIRED | Write a failing reproducer test first, then fix. |
| Security/auth/permission logic | REQUIRED | Write failing security/permission-path test first. |
| Critical business logic or data mutation rules | REQUIRED | Write failing rule/invariant test first. |
| API behavior regression | REQUIRED | Write failing contract/behavior test first. |
| Low-risk UI copy/style/layout | OPTIONAL | Add verification tests as appropriate; TDD recommended, not mandatory. |
| Mechanical refactor with unchanged behavior | OPTIONAL | Ensure regression/smoke coverage and situational evidence. |
If TDD is not required and skipped, record rationale in scratchpad.
If TDD is required and skipped, task is NOT complete.
## Baseline Test Requirements
For all software changes, run baseline checks applicable to the repo:
1. lint/static checks
2. type checks
3. unit tests for changed logic
4. integration tests for changed boundaries
## Situational Testing Matrix (Primary Gate)
| Change Surface | Required Situational Tests |
|---|---|
| Authentication/authorization | auth failure-path tests, permission boundary tests, token/session validation |
| Database schema/migrations | migration up/down validation, rollback safety, data integrity checks |
| API contract changes | backward compatibility checks, consumer-impact tests, contract tests |
| Frontend/UI workflow changes | end-to-end flow tests, accessibility sanity checks, state transition checks |
| CI/CD or deployment changes | pipeline execution validation, artifact integrity checks, rollback path check |
| Security-sensitive logic | abuse-case tests, input validation fuzzing/sanitization checks |
| Performance-critical path | baseline comparison, regression threshold checks |
## Coverage Requirements
### Minimum Standards
- Overall Coverage: 85% minimum
- Critical Paths: 95% minimum (auth, payments, data mutations)
- New Code: 90% minimum
Coverage is necessary but NOT sufficient. Passing coverage does not replace situational verification.
## Requirements-to-Evidence Mapping (Mandatory)
Before completion, map each acceptance criterion to concrete evidence.
Acceptance criteria MUST come from the active PRD.
Template:
```markdown
| Acceptance Criterion | Verification Method | Evidence |
|---|---|---|
| AC-1: ... | Situational test / baseline test / manual verification | command + result |
| AC-2: ... | ... | ... |
```
## Test Quality Rules
1. Test behavior and outcomes, not private implementation details.
2. Include failure-path and edge-case assertions for changed behavior.
3. Keep tests deterministic; no new flaky tests.
4. Keep tests isolated; no dependency on execution order.
## Anti-Gaming Rules
1. Do NOT stop at "tests pass" if acceptance criteria are not verified.
2. Do NOT write narrow tests that only satisfy assertions while missing real workflow behavior.
3. Do NOT claim completion without situational evidence for impacted surfaces.
## Reporting
QA report MUST include:
1. baseline tests run and outcomes
2. situational tests run and outcomes
3. TDD usage decision (required/applied or optional/skipped with rationale)
4. acceptance-criteria-to-evidence mapping
5. coverage results
6. residual risk notes
## Before Completing
1. Baseline tests pass.
2. Required situational tests pass.
3. TDD obligations met for required change types.
4. Acceptance criteria mapped to evidence.
5. No flaky tests introduced.
6. CI pipeline passes (if available).
7. Scratchpad updated with results.