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IntegrateWise Testing & Quality Documentation

Testing Strategy, Quality Assurance, and Validation

Version: 1.0
Classification: Internal Engineering
Last Updated: January 2026

Testing Strategy
Unit Testing
Integration Testing
End-to-End Testing
Load & Performance Testing
Security Testing
Regression Testing
UAT Process
Quality Gates

1. Testing Strategy

1.1 Testing Pyramid

┌─────────────────────────────────────────────────────────────────────────────┐
│                         TESTING PYRAMID                                      │
└─────────────────────────────────────────────────────────────────────────────┘

                              ╱╲
                             ╱  ╲
                            ╱ E2E╲         ~10% of tests
                           ╱ Tests╲        Slow, high confidence
                          ╱────────╲
                         ╱          ╲
                        ╱ Integration╲     ~20% of tests
                       ╱    Tests     ╲    Medium speed, medium confidence
                      ╱────────────────╲
                     ╱                  ╲
                    ╱    Unit Tests      ╲  ~70% of tests
                   ╱                      ╲ Fast, focused
                  ╱────────────────────────╲

1.2 Test Coverage Targets

Layer	Target Coverage	Current
Unit Tests	80%	82%
Integration Tests	70%	75%
E2E Tests	Critical paths	100%
Overall	80%	81%

1.3 Test Organization

tests/
├── unit/                    # Unit tests
│   ├── lib/                 # Library function tests
│   ├── services/            # Service layer tests
│   └── utils/               # Utility function tests
├── integration/             # Integration tests
│   ├── api/                 # API endpoint tests
│   ├── database/            # Database integration tests
│   └── services/            # Service integration tests
├── e2e/                     # End-to-end tests
│   ├── flows/               # User flow tests
│   └── smoke/               # Smoke tests
├── load/                    # Load/performance tests
└── fixtures/                # Test fixtures and mocks

2. Unit Testing

2.1 Unit Test Standards

Standard	Requirement
Framework	Vitest
Coverage tool	c8 / Vitest built-in
Mocking	vi.mock(), vi.spyOn()
Assertions	Vitest expect()
Naming	describe → it → expect

2.2 Unit Test Examples

// tests/unit/services/health-score.test.ts

describe("Health Score Service", () => {
  describe("calculateHealthScore", () => {
    it("should return 100 for perfect engagement", async () => {
      const account = {
        id: "acc_123",
        engagement: { loginDays: 30, featureUsage: 100 },
        support: { openTickets: 0, csat: 5 },
        billing: { paymentStatus: "current", daysOverdue: 0 },
      };

      const score = await calculateHealthScore(account);

      expect(score.value).toBe(100);
      expect(score.status).toBe("healthy");
    });

    it("should return at-risk for low engagement", async () => {
      const account = {
        id: "acc_123",
        engagement: { loginDays: 2, featureUsage: 10 },
        support: { openTickets: 5, csat: 2 },
        billing: { paymentStatus: "overdue", daysOverdue: 30 },
      };

      const score = await calculateHealthScore(account);

      expect(score.value).toBeLessThan(40);
      expect(score.status).toBe("at_risk");
      expect(score.riskFactors).toContain("low_engagement");
    });

    it("should handle missing data gracefully", async () => {
      const account = { id: "acc_123" };

      const score = await calculateHealthScore(account);

      expect(score.value).toBe(50); // Default score
      expect(score.status).toBe("needs_attention");
    });
  });
});

2.3 Mocking Patterns

// Mock external services
vi.mock("@/lib/openai", () => ({
  generateCompletion: vi.fn().mockResolvedValue({
    text: "Mocked AI response",
    usage: { tokens: 100 },
  }),
}));

// Mock database
vi.mock("@/lib/db", () => ({
  query: vi.fn(),
  transaction: vi.fn((fn) => fn({ query: vi.fn() })),
}));

// Spy on methods
const logSpy = vi.spyOn(console, "log");
expect(logSpy).toHaveBeenCalledWith("Expected message");

3. Integration Testing

3.1 Integration Test Matrix

Component A	Component B	Test Coverage
API Routes	Database	CRUD operations
API Routes	Authentication	Auth flows
Services	External APIs	API calls
Webhooks	Event handlers	Event processing
Automations	All services	Automation triggers

3.2 API Integration Tests

// tests/integration/api/accounts.test.ts

describe("Accounts API", () => {
  let server: TestServer;
  let authToken: string;

  beforeAll(async () => {
    server = await createTestServer();
    const user = await createTestUser();
    authToken = user.token;
  });

  afterAll(async () => {
    await server.close();
  });

  describe("GET /v1/accounts", () => {
    it("should return paginated accounts", async () => {
      const response = await server.inject({
        method: "GET",
        url: "/v1/accounts?limit=10",
        headers: { Authorization: `Bearer ${authToken}` },
      });

      expect(response.statusCode).toBe(200);
      const body = JSON.parse(response.body);
      expect(body.data).toBeInstanceOf(Array);
      expect(body.meta.limit).toBe(10);
    });

    it("should filter by health score", async () => {
      const response = await server.inject({
        method: "GET",
        url: "/v1/accounts?health_max=50",
        headers: { Authorization: `Bearer ${authToken}` },
      });

      expect(response.statusCode).toBe(200);
      const body = JSON.parse(response.body);
      body.data.forEach((account: any) => {
        expect(account.health_score).toBeLessThanOrEqual(50);
      });
    });

    it("should require authentication", async () => {
      const response = await server.inject({
        method: "GET",
        url: "/v1/accounts",
      });

      expect(response.statusCode).toBe(401);
    });
  });

  describe("POST /v1/accounts", () => {
    it("should create a new account", async () => {
      const response = await server.inject({
        method: "POST",
        url: "/v1/accounts",
        headers: {
          Authorization: `Bearer ${authToken}`,
          "Content-Type": "application/json",
        },
        payload: {
          name: "Test Account",
          domain: "test.com",
          status: "prospect",
        },
      });

      expect(response.statusCode).toBe(201);
      const body = JSON.parse(response.body);
      expect(body.data.name).toBe("Test Account");
      expect(body.data.id).toMatch(/^acc_/);
    });

    it("should validate required fields", async () => {
      const response = await server.inject({
        method: "POST",
        url: "/v1/accounts",
        headers: {
          Authorization: `Bearer ${authToken}`,
          "Content-Type": "application/json",
        },
        payload: {},
      });

      expect(response.statusCode).toBe(400);
      const body = JSON.parse(response.body);
      expect(body.error.code).toBe("VALIDATION_ERROR");
    });
  });
});

3.3 Database Integration Tests

// tests/integration/database/accounts.test.ts

describe("Account Repository", () => {
  let repo: AccountRepository;

  beforeEach(async () => {
    await resetTestDatabase();
    repo = new AccountRepository(db);
  });

  it("should enforce RLS policies", async () => {
    // Create account for org A
    const accountA = await repo.create({
      name: "Account A",
      organization_id: "org_a",
    });

    // Try to access from org B context
    await db.setContext({ organization_id: "org_b" });

    const result = await repo.findById(accountA.id);
    expect(result).toBeNull(); // RLS blocks access
  });

  it("should handle concurrent updates", async () => {
    const account = await repo.create({ name: "Test" });

    // Simulate concurrent updates
    const [result1, result2] = await Promise.all([
      repo.update(account.id, { name: "Update 1" }),
      repo.update(account.id, { name: "Update 2" }),
    ]);

    // Last write wins
    const final = await repo.findById(account.id);
    expect(["Update 1", "Update 2"]).toContain(final.name);
  });
});

4. End-to-End Testing

4.1 E2E Test Framework

Tool	Purpose
Playwright	Browser automation
Test fixtures	Setup/teardown
Page objects	Encapsulate pages
Visual regression	Screenshot comparison

4.2 Critical User Flows

Flow	Priority	Automated
User login	P0	✅
Account creation	P0	✅
Health score view	P0	✅
Integration connect	P0	✅
Automation create	P1	✅
Document generation	P1	✅
Settings update	P2	✅
User invitation	P2	✅

4.3 E2E Test Examples

// tests/e2e/flows/account-management.test.ts

test.describe("Account Management", () => {
  test.beforeEach(async ({ page }) => {
    await page.goto("/login");
    await page.fill('[data-testid="email"]', "test@example.com");
    await page.fill('[data-testid="password"]', "testpassword");
    await page.click('[data-testid="login-button"]');
    await expect(page).toHaveURL("/dashboard");
  });

  test("should create a new account", async ({ page }) => {
    await page.click('[data-testid="new-account-button"]');

    await page.fill('[data-testid="account-name"]', "New Test Account");
    await page.fill('[data-testid="account-domain"]', "newtest.com");
    await page.selectOption('[data-testid="account-status"]', "prospect");

    await page.click('[data-testid="save-button"]');

    await expect(page.locator('[data-testid="success-toast"]')).toBeVisible();
    await expect(page.locator('[data-testid="account-name"]')).toHaveText("New Test Account");
  });

  test("should display health score", async ({ page }) => {
    await page.click('[data-testid="account-row"]:first-child');

    const healthScore = page.locator('[data-testid="health-score"]');
    await expect(healthScore).toBeVisible();

    const scoreValue = await healthScore.textContent();
    expect(parseInt(scoreValue!)).toBeGreaterThanOrEqual(0);
    expect(parseInt(scoreValue!)).toBeLessThanOrEqual(100);
  });

  test("should filter accounts by status", async ({ page }) => {
    await page.selectOption('[data-testid="status-filter"]', "active");

    await page.waitForResponse("**/api/v1/accounts*");

    const statusBadges = page.locator('[data-testid="status-badge"]');
    const count = await statusBadges.count();

    for (let i = 0; i < count; i++) {
      await expect(statusBadges.nth(i)).toHaveText("Active");
    }
  });
});

4.4 Smoke Tests

// tests/e2e/smoke/api-smoke.test.ts

test.describe("API Smoke Tests", () => {
  const API_URL = process.env.API_URL;

  test("health endpoint is responding", async ({ request }) => {
    const response = await request.get(`${API_URL}/health`);
    expect(response.status()).toBe(200);
    const body = await response.json();
    expect(body.status).toBe("healthy");
  });

  test("accounts endpoint requires auth", async ({ request }) => {
    const response = await request.get(`${API_URL}/v1/accounts`);
    expect(response.status()).toBe(401);
  });

  test("accounts endpoint works with auth", async ({ request }) => {
    const response = await request.get(`${API_URL}/v1/accounts`, {
      headers: { Authorization: `Bearer ${process.env.TEST_API_KEY}` },
    });
    expect(response.status()).toBe(200);
  });
});

5. Load & Performance Testing

5.1 Performance Targets

Metric	Target	Acceptable
API Response (p50)	< 100ms	< 200ms
API Response (p95)	< 500ms	< 1000ms
API Response (p99)	< 1000ms	< 2000ms
Concurrent users	1000	500
Requests/second	500	250

5.2 Load Test Scenarios

// tests/load/accounts-load.js (k6)

  stages: [
    { duration: "2m", target: 100 }, // Ramp up
    { duration: "5m", target: 100 }, // Steady state
    { duration: "2m", target: 200 }, // Spike
    { duration: "5m", target: 200 }, // Sustained spike
    { duration: "2m", target: 0 }, // Ramp down
  ],
  thresholds: {
    http_req_duration: ["p(95)<500", "p(99)<1000"],
    http_req_failed: ["rate<0.01"],
  },
};

const API_URL = __ENV.API_URL;
const API_KEY = __ENV.API_KEY;

  // List accounts
  const listResponse = http.get(`${API_URL}/v1/accounts`, {
    headers: { Authorization: `Bearer ${API_KEY}` },
  });

  check(listResponse, {
    "list status is 200": (r) => r.status === 200,
    "list response time OK": (r) => r.timings.duration < 500,
  });

  // Get single account
  const accounts = JSON.parse(listResponse.body).data;
  if (accounts.length > 0) {
    const accountId = accounts[0].id;
    const getResponse = http.get(`${API_URL}/v1/accounts/${accountId}`, {
      headers: { Authorization: `Bearer ${API_KEY}` },
    });

    check(getResponse, {
      "get status is 200": (r) => r.status === 200,
      "get response time OK": (r) => r.timings.duration < 200,
    });
  }

  sleep(1);
}

5.3 Performance Test Report

## Performance Test Report - 2026-01-07

### Test Configuration

- Duration: 16 minutes
- Max VUs: 200
- Target: Production API

### Results Summary

| Metric         | Value  | Target | Status |
| -------------- | ------ | ------ | ------ |
| Total Requests | 45,234 | -      | -      |
| Request Rate   | 47.1/s | 50/s   | ✅     |
| P50 Response   | 85ms   | 100ms  | ✅     |
| P95 Response   | 342ms  | 500ms  | ✅     |
| P99 Response   | 876ms  | 1000ms | ✅     |
| Error Rate     | 0.02%  | <1%    | ✅     |

### Bottlenecks Identified

- Database connection pool saturated at 180 VUs
- Recommendation: Increase pool size from 20 to 50

### Action Items

- [ ] Increase connection pool
- [ ] Add caching for account list endpoint
- [ ] Review slow queries

6. Security Testing

6.1 Security Test Checklist

Category	Test	Status
Authentication	Invalid tokens rejected	✅
Authentication	Expired tokens rejected	✅
Authentication	Rate limiting on login	✅
Authorization	RLS enforcement	✅
Authorization	RBAC enforcement	✅
Input Validation	SQL injection	✅
Input Validation	XSS prevention	✅
Input Validation	Path traversal	✅
Data Protection	PII exposure check	✅
Data Protection	Sensitive data in logs	✅

6.2 Security Test Examples

// tests/security/injection.test.ts

describe("SQL Injection Prevention", () => {
  it("should prevent SQL injection in search", async () => {
    const server = await createTestServer();

    const response = await server.inject({
      method: "GET",
      url: `/v1/accounts?search='; DROP TABLE accounts; --`,
      headers: { Authorization: `Bearer ${validToken}` },
    });

    // Should not error, query should be escaped
    expect(response.statusCode).toBe(200);

    // Verify table still exists
    const verifyResponse = await server.inject({
      method: "GET",
      url: "/v1/accounts",
      headers: { Authorization: `Bearer ${validToken}` },
    });
    expect(verifyResponse.statusCode).toBe(200);
  });

  it("should prevent NoSQL injection", async () => {
    const response = await server.inject({
      method: "POST",
      url: "/v1/accounts",
      headers: {
        Authorization: `Bearer ${validToken}`,
        "Content-Type": "application/json",
      },
      payload: {
        name: { $gt: "" }, // NoSQL injection attempt
      },
    });

    expect(response.statusCode).toBe(400);
    expect(JSON.parse(response.body).error.code).toBe("VALIDATION_ERROR");
  });
});

6.3 Dependency Scanning

# GitHub Actions security scan
- name: Run security scan
  uses: snyk/actions/node@master
  with:
    command: test
    args: --severity-threshold=high
  env:
    SNYK_TOKEN: ${{ secrets.SNYK_TOKEN }}

- name: Check for vulnerabilities
  run: |
    npm audit --audit-level=high
    if [ $? -ne 0 ]; then
      echo "High severity vulnerabilities found!"
      exit 1
    fi

7. Regression Testing

7.1 Regression Test Suite

Category	Tests	Run Frequency
Core API	150	Every PR
Integrations	75	Every PR
UI Critical Paths	50	Every PR
Full Regression	400	Nightly

7.2 Regression Test Strategy

┌─────────────────────────────────────────────────────────────────────────────┐
│                      REGRESSION TEST STRATEGY                                │
└─────────────────────────────────────────────────────────────────────────────┘

     PR Created              PR Approved             Merged to Main
     ──────────              ───────────             ──────────────

     ┌─────────────┐        ┌─────────────┐        ┌─────────────┐
     │   Quick     │        │   Full      │        │   Nightly   │
     │   Tests     │        │   PR Tests  │        │   Full      │
     │   (~5 min)  │        │   (~15 min) │        │   (~45 min) │
     └─────────────┘        └─────────────┘        └─────────────┘
           │                      │                      │
           ▼                      ▼                      ▼
     • Unit tests           • Unit tests           • All unit tests
     • Lint/typecheck       • Integration tests    • All integration
     • Critical E2E         • E2E critical paths   • All E2E tests
                            • Security scan        • Performance tests
                                                   • Visual regression

7.3 Flaky Test Management

// Mark flaky tests for tracking
test.skip("flaky test - tracked in #123", async () => {
  // Test code
});

// Retry flaky tests
test.describe("Network-dependent tests", () => {
  test.describe.configure({ retries: 2 });

  test("external API call", async () => {
    // Test code
  });
});

8. UAT Process

8.1 UAT Workflow

┌─────────────────────────────────────────────────────────────────────────────┐
│                         UAT WORKFLOW                                         │
└─────────────────────────────────────────────────────────────────────────────┘

     PREPARE                  EXECUTE                  COMPLETE
     ───────                  ───────                  ────────

     ┌─────────────┐        ┌─────────────┐        ┌─────────────┐
     │  Deploy to  │───────▶│  Execute    │───────▶│  Review     │
     │  Staging    │        │  Test Cases │        │  Results    │
     └─────────────┘        └─────────────┘        └─────────────┘
           │                      │                      │
           ▼                      ▼                      ▼
     ┌─────────────┐        ┌─────────────┐        ┌─────────────┐
     │  Notify     │        │  Log        │        │  Sign-off   │
     │  Testers    │        │  Results    │        │  or Fix     │
     └─────────────┘        └─────────────┘        └─────────────┘

8.2 UAT Test Case Template

## UAT Test Case: TC-001

**Feature:** Account Creation
**Priority:** High
**Tester:** [Name]
**Date:** [Date]

### Preconditions

- User is logged in
- User has "Member" or higher role

### Test Steps

1. Navigate to Accounts page
2. Click "New Account" button
3. Fill in required fields:
   - Name: "UAT Test Account"
   - Domain: "uattest.com"
   - Status: "Prospect"
4. Click "Save"

### Expected Results

- Account is created successfully
- Success toast is displayed
- User is redirected to account detail page
- Account appears in account list

### Actual Results

[To be filled during testing]

### Status

[ ] Pass
[ ] Fail
[ ] Blocked

### Notes

[Any observations or issues]

8.3 UAT Sign-off

## UAT Sign-off Document

**Release:** v1.5.0
**Date:** 2026-01-07
**Environment:** Staging

### Test Summary

| Category      | Total | Passed | Failed | Blocked |
| ------------- | ----- | ------ | ------ | ------- |
| Core Features | 25    | 24     | 1      | 0       |
| New Features  | 10    | 10     | 0      | 0       |
| Regression    | 30    | 30     | 0      | 0       |

### Critical Issues

- None

### Minor Issues

- TC-015: UI alignment issue on mobile (P3, fix in v1.5.1)

### Sign-off

- [ ] Product Owner: [Name] - [Date]
- [ ] QA Lead: [Name] - [Date]
- [ ] Engineering Lead: [Name] - [Date]

### Approval for Production Release

☑️ Approved for release

9. Quality Gates

9.1 PR Quality Gates

Gate	Threshold	Required
Unit test coverage	> 80%	Yes
All tests passing	100%	Yes
No lint errors	0	Yes
No type errors	0	Yes
Security scan	No high/critical	Yes
Code review	1 approval	Yes
Performance regression	< 10% degradation	Yes

9.2 Release Quality Gates

Gate	Threshold	Required
All PR gates passed	Yes	Yes
E2E tests passing	100%	Yes
Staging smoke tests	100%	Yes
UAT sign-off	Approved	Yes
Security review	Approved	For major releases
Performance benchmarks	Within targets	Yes

9.3 Quality Metrics Dashboard

┌─────────────────────────────────────────────────────────────────────────────┐
│                      QUALITY METRICS DASHBOARD                               │
└─────────────────────────────────────────────────────────────────────────────┘

     Code Coverage          Test Success          Build Health
     ─────────────          ────────────          ────────────

     ████████████ 82%      ████████████ 100%     ████████████ 98%
     Target: 80% ✅        Target: 100% ✅        Target: 95% ✅


     Bug Escape Rate        Mean Time to Fix      Technical Debt
     ───────────────        ───────────────       ──────────────

     ██░░░░░░░░░░ 2%       ████████░░░░ 4h       ████████░░░░ 15%
     Target: <5% ✅         Target: <8h ✅        Target: <20% ✅

IntegrateWise Testing & Quality Documentation
Version 1.0 — January 2026

For questions: qa@integratewise.com

Testing Strategy, Quality Assurance, and Validation

Table of Contents

1. Testing Strategy

1.1 Testing Pyramid

1.2 Test Coverage Targets

1.3 Test Organization

2. Unit Testing

2.1 Unit Test Standards

2.2 Unit Test Examples

2.3 Mocking Patterns

3. Integration Testing

3.1 Integration Test Matrix

3.2 API Integration Tests

3.3 Database Integration Tests

4. End-to-End Testing

4.1 E2E Test Framework

4.2 Critical User Flows

4.3 E2E Test Examples

4.4 Smoke Tests

5. Load & Performance Testing

5.1 Performance Targets

5.2 Load Test Scenarios

5.3 Performance Test Report

6. Security Testing

6.1 Security Test Checklist

6.2 Security Test Examples

6.3 Dependency Scanning

7. Regression Testing

7.1 Regression Test Suite

7.2 Regression Test Strategy

7.3 Flaky Test Management

8. UAT Process

8.1 UAT Workflow

8.2 UAT Test Case Template

8.3 UAT Sign-off

9. Quality Gates

9.1 PR Quality Gates

9.2 Release Quality Gates

9.3 Quality Metrics Dashboard