sf-agent-framework/sf-core/checklists/omniscript-testing-checklist.md

AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction

# OmniScript Testing Checklist

## Functional Testing

### Navigation Testing

- [ ] Forward navigation works correctly
- [ ] Back navigation maintains data
- [ ] Jump to specific steps functions
- [ ] Cancel action works properly
- [ ] Save and resume functionality tested
- [ ] Progress indicator accurate
- [ ] Step validation prevents invalid navigation
- [ ] Conditional navigation paths work

### Data Flow Testing

- [ ] Input data correctly captured
- [ ] Data persists between steps
- [ ] Merge fields populate correctly
- [ ] Formulas calculate accurately
- [ ] Data transformations work
- [ ] Prefill data loads correctly
- [ ] Context variables pass properly
- [ ] Output data saves correctly

### Element Testing

- [ ] All input types function correctly
- [ ] Required field validation works
- [ ] Custom validation rules apply
- [ ] Picklists populate correctly
- [ ] Date pickers work properly
- [ ] File uploads function
- [ ] Radio/checkbox groups work
- [ ] Display elements render correctly

### Business Logic Testing

- [ ] Conditional visibility works
- [ ] Decision matrices evaluate correctly
- [ ] Calculation formulas accurate
- [ ] Business rules apply properly
- [ ] Integration callouts succeed
- [ ] Error scenarios handled
- [ ] Edge cases covered
- [ ] Boundary conditions tested

## Integration Testing

### Data Integration

- [ ] DataRaptor extracts work
- [ ] DataRaptor transforms apply
- [ ] DataRaptor loads save correctly
- [ ] Integration Procedures execute
- [ ] External API calls succeed
- [ ] Error responses handled
- [ ] Timeout scenarios tested
- [ ] Retry logic functions

### Platform Integration

- [ ] Salesforce object creation works
- [ ] Record updates apply correctly
- [ ] Related records link properly
- [ ] Platform events fire
- [ ] Email notifications send
- [ ] Document generation works
- [ ] Approval processes trigger
- [ ] Workflow rules execute

## Performance Testing

### Load Time Testing

- [ ] Initial load time acceptable
- [ ] Step transition time reasonable
- [ ] Data fetch time optimized
- [ ] Large data sets handled
- [ ] Image loading optimized
- [ ] Script execution efficient
- [ ] Memory usage reasonable
- [ ] Network calls minimized

### Stress Testing

- [ ] Concurrent user testing completed
- [ ] Large form submissions work
- [ ] Multiple file uploads handled
- [ ] Extended session testing done
- [ ] Browser memory limits respected
- [ ] Server load testing performed
- [ ] Database limits considered
- [ ] API rate limits tested

## User Experience Testing

### Usability Testing

- [ ] Instructions clear and helpful
- [ ] Error messages user-friendly
- [ ] Help text informative
- [ ] Labels descriptive
- [ ] Navigation intuitive
- [ ] Visual feedback provided
- [ ] Loading indicators present
- [ ] Success messages clear

### Accessibility Testing

- [ ] Keyboard navigation complete
- [ ] Screen reader compatible
- [ ] ARIA labels present
- [ ] Focus management correct
- [ ] Color contrast sufficient
- [ ] Font sizes readable
- [ ] Touch targets adequate
- [ ] Alternative text provided

### Cross-Platform Testing

- [ ] Desktop browsers tested
- [ ] Mobile browsers verified
- [ ] Tablet experience validated
- [ ] Different OS tested
- [ ] Browser versions checked
- [ ] Resolution testing done
- [ ] Orientation changes handled
- [ ] Touch gestures work

## Security Testing

### Authentication & Authorization

- [ ] Login required where needed
- [ ] User permissions enforced
- [ ] Profile access verified
- [ ] Record access validated
- [ ] Field-level security applied
- [ ] Guest user access restricted
- [ ] Session management secure
- [ ] Token handling proper

### Data Security

- [ ] Sensitive data encrypted
- [ ] Input validation prevents injection
- [ ] XSS prevention implemented
- [ ] CSRF protection active
- [ ] File upload restrictions enforced
- [ ] Data masking applied
- [ ] Audit trail maintained
- [ ] Privacy compliance verified

## Error Handling Testing

### Validation Errors

- [ ] Required field errors display
- [ ] Format validation messages clear
- [ ] Business rule violations shown
- [ ] Duplicate prevention works
- [ ] Range validation applies
- [ ] Custom error messages display
- [ ] Multiple errors handled
- [ ] Error recovery possible

### System Errors

- [ ] Network failure handled
- [ ] Server errors managed
- [ ] Database errors caught
- [ ] API failures graceful
- [ ] Timeout errors handled
- [ ] Session expiry managed
- [ ] Browser errors caught
- [ ] Memory errors prevented

## Regression Testing

### Core Functionality

- [ ] Basic flow unchanged
- [ ] Existing features work
- [ ] Data integrity maintained
- [ ] Performance not degraded
- [ ] Security still enforced
- [ ] Integrations functioning
- [ ] Error handling intact
- [ ] User experience consistent

### Edge Cases

- [ ] Boundary values tested
- [ ] Null/empty data handled
- [ ] Special characters work
- [ ] Maximum lengths enforced
- [ ] Minimum values validated
- [ ] Date edge cases covered
- [ ] Timezone handling correct
- [ ] Language variations tested

## Deployment Testing

### Pre-Deployment

- [ ] All tests passed
- [ ] Code review completed
- [ ] Documentation updated
- [ ] Dependencies verified
- [ ] Version control current
- [ ] Rollback plan ready
- [ ] Stakeholder approval obtained
- [ ] Training materials prepared

### Post-Deployment

- [ ] Smoke tests passed
- [ ] Core functions verified
- [ ] Integrations connected
- [ ] Performance acceptable
- [ ] Error logging active
- [ ] Monitoring configured
- [ ] User access verified
- [ ] Support team ready

## Documentation Verification

- [ ] Test cases documented
- [ ] Test results recorded
- [ ] Defects logged and tracked
- [ ] Test coverage measured
- [ ] Performance benchmarks noted
- [ ] Security scan results saved
- [ ] User feedback collected
- [ ] Lessons learned captured