openelis-test-catalog-qa

name

openelis-test-catalog-qa

description

Automated QA testing skill for OpenELIS Global — drives a live instance to execute test suites and produce a maturity-rated pass/fail report with Jira tickets. Broad coverage (100+ suites across Orders, Validation, Results, Patient, Dashboard, Admin pages, all Reports, Referrals, Workplan, FHIR, i18n, Accessibility, Pathology, Analyzers, EQA, Alerts, Storage, Batch Entry, Barcode) plus DEEP interaction suites, cross-module Chains, role Personas, dashboard reconciliation, security (CSRF/XSS/SQLi), and WCAG checks. Runs interactively via Claude in Chrome and/or via a Playwright harness. Use whenever the user wants to QA-test, regression-test, smoke-test, or audit an OpenELIS Global instance, or file QA bug tickets.

OpenELIS Global QA Skill

You are a QA automation agent for OpenELIS Global. Navigate a live instance, execute the requested suites, log every action with screenshots/captures, produce a structured, maturity-rated report, and file Jira tickets for revalidated new failures.

This file is evergreen methodology. Time-varying state lives in references or Jira: bug status → Jira (references/bug-triage.md), run history → references/validation-history.md, version notes → CHANGELOG.md. Don't paste bug tables, dated findings, or per-version counts back into this file — that's what rots.

Two execution substrates — pick per task

• Claude in Chrome — interactive/exploratory runs, manual DEEP phases, anything needing a real rendered SPA and screenshots. The default for ad-hoc QA.
• Playwright harness — repeatable Chains, Personas, and data seeding (specs + helpers live in the QA automation repo; see references/playwright-harness.md). Use for deterministic, re-runnable coverage and CI.

Most full runs use both: Chrome for interactive suites, the harness for chains/personas/seed. State which substrate a given result came from.

Run tiers

• Smoke — login + Data Census + Chain A (Order Lifecycle) + Y-RECON. Fast health check.
• Standard — a chosen suite subset + all Chains + Y-RECON (personas optional).
• Full — all suites + all Chains + all Personas + Y-RECON + (quarterly) Partial-Feature Audit.

"Mandatory every run" items (Chains, Y-RECON) scale by tier per references/workflows.md.

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Step 0 — Setup

Ask the user: (1) which OpenELIS URL to test (BASE_URL); (2) what target is this — main global release, a project distro, a branch/PR build, or a rapid version (+ which project/deployment); (3) which suites/tier; (4) Jira project key (optional).

Capture the target identity (see references/test-targets.md) and record it in the report header: target type + project, app version/build (UI footer or /actuator/info), Default vs custom/distro catalog, and any feature flags that gate suites. The target decides which suites apply and what "expected" means — a distro has its own catalog and deployment-only suites; a rapid version drifts between builds (re-verify routes, don't trust last run).

• Credentials: admin / adminADMIN! (widely-published default; override if the user gives others).
• Test-data prefix: QA_AUTO_<MMDD> for anything you create — eases cleanup, avoids collisions.
• CSRF: token is in localStorage['CSRF']; send as X-CSRF-Token on all POSTs. If Formik submit fails, POST directly with URLSearchParams({loginName, password}).
• EQA prerequisite: EQA features are hidden until eqaEnabled=true (Admin → /MasterListsPage/SampleEntryConfigurationMenu → General Configurations → Order Entry Configuration → set eqaEnabled=true). Run this before any EQA suite/chain.
• Don't trust baked-in fixtures. Discover real data per instance via Step 0.6 — instance-specific patients/accessions/analyzers drift and differ across instances.

Step 0.5 — Calibration (before any new test phase)

Re-verify the current state of the top open issues you'll touch, using non-destructive evidence only (API probe, DOM/React-prop inspection, live-capture vs signature). Never re-trigger a known browser-hanging/pool-exhausting action just to "confirm" (see hazards in references/playwright-harness.md). Record STILL PRESENT / RESOLVED / CHANGED. New failures route through references/bug-triage.md. Skip only if the last run was ≤24h ago on the same instance. Calibration is what prevents status drift.

Step 0.6 — Data Census (before any E2E/persona/chain)

One-call census: patient count (lastName=A), busiest-unit Logbook count, Dashboard KPIs (GET /rest/home-dashboard/metrics), recent accession range. If patients=0 AND logbook=0 AND KPIs zero → the instance was reset: halt E2E/persona work and either re-seed (Playwright --project=seed-data, see references/playwright-harness.md) or mark the report "instance empty — render-only." Re-census after seeding. This prevents reporting PASS on an empty database.

Step 1 — Read the suites

The catalog is layered (see references/test-case-authoring.md for how it fits together):

• master-test-cases.md (repo root) — the detailed master catalog (all suites/DEEP suites, full steps). Source of truth for case detail.
• references/test-cases.md — the Test Catalog module subset (TC-01…TC-11).
• references/suite-catalog.md — the suite index + run phases + non-admin route discovery.
• madagascar-uat-test-suite.md — deployment UAT (LO-xx/DU-xx); run on the Madagascar deployment.
• Admin routes: use the canonical admin-ia-inventory.md in the openelis-design skill, not a frozen copy.

Scan the repo for prior qa-report-* and validation-report-* outputs. When authoring or extending cases, follow references/test-case-authoring.md (deep chained cases + surfacing uncovered/uncertain workflows).

Step 2 — Login

Navigate to BASE_URL; log in (admin/adminADMIN!); verify the Dashboard KPI cards render. If login fails, stop. ChangePasswordLogin redirect (the env periodically forces a change): find the form's Formik context via the React fiber tree, ctx.setValues({loginName, password, newPassword, confirmPassword}), wait ~1s, ctx.handleSubmit(); fall back to the original password if the server rejects the change.

Step 3 — Run the suites

Execute per references/suite-catalog.md and the run tier. For each TC: follow steps exactly, screenshot after each meaningful action, record PASS/FAIL/BLOCKED/GAP + a one-line note + its acceptance criterion (below). On failure: screenshot, note the exact step, continue. Run the mandatory Chains/Personas/Y-RECON per references/workflows.md.

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Grading language (use on every run)

Acceptance criterion — every TC declares one (Section 7.6): RENDER (page/elements exist — lowest) < FUNCTION (action completes, 200/nav) < PERSIST (write reads back on same endpoint) < ROUND-TRIP (reads back on a different endpoint/screen) < CROSS-LINK (module A affects module B) < REPORTABLE (compliant output: branded PDF, validated FHIR, audit entry). A higher tier must carry its evidence (read-back diff, cross-module check, PDF excerpt) or it's downgraded to RENDER.

Maturity rubric — rate every module (Section 5.5): M0 stub · M1 form-only · M2 saves (same-endpoint read-back) · M3 round-trips (different endpoint/screen) · M4 cross-links · M5 reportable. A module is rated at the lowest level any sub-feature hits. A phase reporting only RENDER criteria is capped at M1, regardless of pass count. Reports summarize by maturity, not pass count.

Round-trip write verification (MANDATORY for writes, Section 7.5): Every write TC pairs the write with a read-back through a different surface, and diffs every field (arrays/nested included — a 3-condition rule returning 2 is FAIL, not "minor"). Prefer the screen the user visits next (Modify Order after Add; Patient Search after Create; Admin list after Admin Create).

Error handling:

Situation	Action
Element not found	scroll, wait 2s, retry once; still missing → FAIL
URL 404/403	try discovery alternates; all fail → GAP
Page load >10s	FAIL "page load timeout"
Error banner/modal	screenshot → FAIL with the text
Session "Still There?"	dismiss, re-auth, resume
Silent save (form resets, no error)	verify via navigate-away-and-back → FAIL
Browser-hanging/pool-exhausting action	do NOT retry; mark BLOCKED, note the cause, continue (see Blocking-Bug Etiquette)
Blank page after nav	SPA routing — try sidebar nav instead of direct URL

Blocking-Bug Etiquette (Section 11.5): "Mandatory" = must be attempted and reported, not must succeed. A genuine feature failure is a real FAIL and must be reported (don't hide it as BLOCKED). BLOCKED is reserved for steps that would damage the session (hang the tab, exhaust the 6-connection pool); mark BLOCKED, log the cause, continue. A destructive UI step with a non-destructive API equivalent may be API-substituted (tag it; the chain still PASSes if the round-trip read-back matches, and the UI gap stays visible). Current hazards: see references/playwright-harness.md (verify each via Step 0.5 — don't assume a past hazard still applies).

Step 4 — Cleanup

Deactivate any QA_AUTO_ data you created (LIMS rule: deactivate/reactivate, never hard-delete). Restore any admin toggles you changed (branding, eqaEnabled) — the Playwright personas do this in afterAll.

Step 5 — Report

Produce the report per references/report-template.md (maturity- and acceptance-criterion driven; includes Chains/Personas/Y-RECON sections). Save as qa-report-[instance]-[YYYYMMDD-HHMM].md. Append the run to references/validation-history.md.

Step 6 — File Jira tickets (revalidated failures only)

Follow references/bug-triage.md: a new FAIL becomes a ticket only after it passes both gates — (1) the openelis-bug-revalidation 2-of-3 protocol (fresh tab / re-login / 3× API), and (2) a Jira search confirming no existing/closed-but-regressed ticket. This is where false positives are stopped — never file a single transient FAIL.

Step 7 — Update the QA Tracker

Create-if-missing or update the openelis-qa-tracker Cowork artifact so the living status board reflects this run (see references/qa-tracker.md). Refresh: the run snapshot + the target's matrix column from the report JSON, and the Open questions panel from references/open-questions.md. The open QA bugs panel is live (Jira). The tracker's top section is "Needs your attention" — open bugs + the questions awaiting Casey. Mention in the report that the tracker was refreshed.

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Harmonization with sibling skills (single-source these — don't duplicate)

• Admin routes / IA → openelis-design references/admin-ia-inventory.md (canonical; verified).
• What's built vs not / feature maturity facts → openelis-design references/current-state-gotchas.md and spec-registry.md.
• Carbon component root-causes → openelis-design references/carbon-anti-patterns.md (this skill keeps only the operational "how to drive it in a test" form, in playwright-harness.md).
• Bug state → Jira (references/bug-triage.md). New-failure gating → openelis-bug-revalidation skill.
• Accessibility depth → hand off to the accessibility-review skill for full WCAG audits; this skill runs a recurring a11y smoke pass (contrast, keyboard, labels) so regressions surface every full run.

When NOT to use / out of scope

• Designing features or writing specs → openelis-design. Protocol/analyzer mapping → analyzer-mapping-spec.
• Deciding whether a single new FAIL is a real bug → openelis-bug-revalidation (this skill calls it, doesn't reimplement it).
• Real hardware/sensor (Modbus/BACnet) cold-chain integration → out of scope (synthetic events only).

Reference files

File	When to read
references/suite-catalog.md	Step 1/3 — the suite inventory, phases, and non-admin route discovery
references/workflows.md	Chains, Personas, Y-RECON, Partial-Feature Audit (mandatory, tiered)
references/report-template.md	Step 5 — the maturity/acceptance-driven report structure
references/bug-triage.md	Step 0.5 / Step 6 — Jira-as-source-of-truth + the revalidation gate
references/playwright-harness.md	When using the Playwright harness or Carbon component workarounds; operational hazards. The harness lives in this repo (OpenELIS-QA): playwright.config.ts, *.setup.ts, helpers/, pages/, tests/, gap-suites-*.spec.ts
references/test-case-authoring.md	When writing or extending the catalog — deep chained cases + surfacing uncovered/uncertain workflows
references/test-targets.md	Step 0 — target taxonomy (release/distro/branch/rapid), known instances, operational quirks
references/open-questions.md	The standing NEEDS-GUIDANCE ledger — append workflow questions for Casey; promote answered ones to cases
references/qa-tracker.md	Step 7 — create/update the openelis-qa-tracker Cowork artifact (attention board: live open bugs + open questions)
references/validation-history.md	Historical run log (append after each run)
master-test-cases.md (repo root)	Detailed master catalog (all suites)
evals/evals.json	Skill self-tests — run/extend after editing the skill to catch regressions in the skill itself
CHANGELOG.md	Skill version history

Maintaining this skill

After editing the skill, sanity-check it against evals/evals.json (the skill's own eval set) so a change doesn't regress its behavior; add an eval when you add a capability. The monthly maintenance task also refreshes state (validation-history, route re-verification, the coverage-gap/open-questions pass).