gt-ai-os-community/apps/tenant-app/.testing/export-formats/TEST-CHECKLIST.md

Export Functionality Test Checklist

Date Created: 2025-10-08 Purpose: Manual validation of enhanced PDF/DOCX exports

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Test Environment Setup

Required Software

• Adobe Acrobat Reader (or Preview.app on macOS)
• Microsoft Word (or LibreOffice Writer)
• Web browser (for exports)

Test Fixtures

• baseline-current.md - Complete test conversation
• Export from actual chat conversation with real content

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PDF Export Tests

Links

• Test 1: Links are clickable (not plain text)

  • Open exported PDF in Adobe Reader
  • Click on links in the document
  • Verify links open in browser/external app
  • Expected: Links work, styled in blue

• Test 2: Multiple links on same line

  • Export content with 2+ links in one paragraph
  • Verify all links are clickable
  • Expected: All links function correctly

• Test 3: Relative vs absolute links

  • Test both /docs/guide and https://example.com
  • Expected: Both types preserved correctly

Formatting

• Test 4: Headers hierarchy preserved

  • Export content with H1-H6 headers
  • Verify font sizes decrease appropriately
  • Expected: H1=16pt, H2=14pt, H3=12pt, etc.

• Test 5: Text wrapping

  • Export long paragraphs
  • Verify text wraps within margins
  • Expected: No text overflow, proper line breaks

• Test 6: Multi-page pagination

  • Export conversation >1 page
  • Verify page breaks occur properly
  • Expected: Text doesn't get cut off at page boundaries

Mermaid Diagrams

• Test 7: Simple flowchart renders

  • Export conversation with basic Mermaid diagram
  • Verify diagram appears as image
  • Expected: Diagram visible, not code text

• Test 8: Complex diagram scales correctly

  • Export large sequence diagram
  • Verify image scales to fit page width
  • Expected: Diagram readable, aspect ratio preserved

• Test 9: Multiple diagrams

  • Export conversation with 3+ Mermaid diagrams
  • Verify all diagrams render
  • Expected: All diagrams present in correct order

• Test 10: Diagram failure handling

  • Export conversation with malformed Mermaid syntax
  • Verify error placeholder appears (red text)
  • Expected: [Diagram rendering failed: ...] message shown

• Test 11: Oversized diagram handling

  • If possible, create diagram >32000px
  • Verify graceful failure with error message
  • Expected: Placeholder text, no PDF corruption

Edge Cases

• Test 12: Empty conversation

  • Export empty or very short content
  • Expected: Valid PDF created without errors

• Test 13: Special characters

  • Export content with ™ © € symbols
  • Expected: Symbols render or gracefully degrade

• Test 14: Emoji handling

  • Export content with emoji 😀 🚀
  • Check console for warning message
  • Expected: Warning logged, emoji may not render (acceptable)

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DOCX Export Tests

Links

• Test 15: Links are clickable in Word

  • Open exported DOCX in MS Word
  • Ctrl+Click (or Cmd+Click) on links
  • Verify links open correctly
  • Expected: Links work as hyperlinks

• Test 16: Link styling

  • Verify links appear in blue, underlined
  • Expected: Standard hyperlink formatting

• Test 17: Link editing

  • Right-click link → Edit Hyperlink
  • Verify URL is correct
  • Expected: Links are real hyperlinks, not styled text

Formatting

• Test 18: Headers use Word styles

  • Open DOCX in Word
  • Click on headers, check style dropdown
  • Expected: Headers use "Heading 1-6" styles (editable)

• Test 19: Text formatting preserved

  • Export content with bold, italic, inline code
  • Verify formatting intact
  • Expected: All formatting preserved

• Test 20: Document structure

  • Check Document Map / Navigation Pane
  • Expected: Headers appear in document outline

Mermaid Diagrams

• Test 21: Diagrams embedded as images

  • Open DOCX, click on diagram
  • Verify it's an embedded image (not linked)
  • Expected: Image embedded in document

• Test 22: Image resizing

  • Click diagram, drag corner to resize
  • Verify aspect ratio maintained
  • Expected: Image resizes proportionally

• Test 23: Diagram quality

  • Export diagram, zoom in MS Word
  • Verify image is clear/sharp
  • Expected: PNG quality good at 100%+ zoom

• Test 24: Multiple diagrams in DOCX

  • Export conversation with 3+ diagrams
  • Verify all appear correctly
  • Expected: All diagrams embedded properly

Compatibility

• Test 25: LibreOffice Writer

  • Open exported DOCX in LibreOffice Writer
  • Verify links, formatting, diagrams work
  • Expected: Compatible with open-source tools

• Test 26: Google Docs

  • Upload DOCX to Google Docs
  • Verify rendering is acceptable
  • Expected: Reasonably compatible

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Cross-Format Consistency Tests

• Test 27: Same content, different formats

  • Export same conversation as PDF and DOCX
  • Compare link placement, diagram order
  • Expected: Content identical across formats

• Test 28: Baseline comparison

  • Export baseline-current.md as PDF/DOCX
  • Compare to original markdown
  • Expected: All features from markdown present

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Stress Tests

Performance

• Test 29: Large conversation (50 messages)

  • Export realistic 50-message conversation
  • Time the export process
  • Expected: Completes in <10 seconds

• Test 30: Many diagrams (10+ Mermaid)

  • Export conversation with 10 diagrams
  • Verify all render, no memory issues
  • Expected: Completes in <30 seconds, all diagrams present

Error Recovery

• Test 31: Partial diagram failure

  • Export conversation with 3 diagrams, 1 malformed
  • Verify export completes with placeholder
  • Expected: Export succeeds, placeholder for failed diagram

• Test 32: All diagrams fail

  • Export conversation where all Mermaid is invalid
  • Verify export completes with placeholders
  • Expected: PDF/DOCX created with error placeholders

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Regression Tests

Legacy Formats (Should Still Work)

• Test 33: TXT export unchanged

  • Export as TXT
  • Verify plain text output (no formatting)
  • Expected: Same behavior as before

• Test 34: MD export unchanged

  • Export as MD
  • Verify raw markdown preserved
  • Expected: Identical to source markdown

• Test 35: JSON export unchanged

  • Export as JSON
  • Verify structure intact
  • Expected: Valid JSON with expected fields

• Test 36: CSV/XLSX for tables

  • Export conversation with markdown table
  • Verify CSV/XLSX options appear
  • Expected: Table data exported correctly

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User Experience Tests

Loading States

• Test 37: Download button shows status

  • Click PDF export, watch button text
  • Expected: Changes from "Download" to "Exporting..."

• Test 38: Button disabled during export

  • Click export, try clicking again immediately
  • Expected: Button disabled until export completes

Error Messages

• Test 39: Meaningful error on failure
  • Force error (if possible)
  • Check error message displayed
  • Expected: Clear, actionable error message

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Summary Report

PDF Export

• Total Tests: 14
• Passed: ___
• Failed: ___
• Blocked: ___

DOCX Export

• Total Tests: 12
• Passed: ___
• Failed: ___
• Blocked: ___

Other

• Total Tests: 13
• Passed: ___
• Failed: ___
• Blocked: ___

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Notes

Issues Found

(Record any bugs, unexpected behavior, or areas for improvement)

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Recommendations

(Suggest improvements based on test results)

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Test Completed By: _______________ Date: _______________ Build/Commit: _______________