History: Testing Checklist

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# Tiki Common Features Release Checklist

## Scope

Prioritize features that are:

* Enabled by default
* Used by most Tiki installations
* Frequently modified
* Required by other features

Features marked **Critical** or **High** should be tested for every release. More specialized features can be covered by separate test plans.

## Feature Priority

## Feature Priority

| Feature | Typical usage | Regression priority |
| ------- | ------------- | ------------------- |
| Wiki | Documentation and knowledge base | Critical |
| Trackers | Forms, CRM, issue tracking and databases | Critical |
| File Galleries | File upload and download | Critical |
| Search | Global search | Critical |
| Permissions | Security and access control | Critical |
| Categories | Organizing content | Critical |
| Users and Groups | Authentication and access | Critical |
| Articles | News publishing | High |
| Forums | Discussions | High |
| Calendar | Events | High |
| Menus | Navigation | High |
| Structures | Wiki hierarchy | High |
| Modules | Sidebars and dashboard blocks | High |
| Blogs | Personal blogs | Medium |
| Comments | Discussions | Medium |
| Tags | Metadata | Medium |
| Notifications | Watches and email notifications | Medium |
| Scheduler | Background jobs | Medium |
| Webmail | IMAP integration | Medium |
| Newsletters | Email campaigns | Low |
| Surveys and Quizzes | Education | Low |
| Polls | Voting | Low |

# Release Checklist

## 1\. Fresh Install

* Download the official release package from SourceForge
* Use a clean database
* Check server requirements
* Complete the installer
* Create the admin account
* Log in
* Confirm that the homepage loads
* Check for PHP errors
* Check for JavaScript errors

## 2\. Setup Wizard

* Open the Setup Wizard
* Complete the wizard
* Save the settings
* Confirm that the settings are applied

## 3\. Profiles

* Open the Profiles page
* Apply one standard profile
* Confirm that the profile installs
* Confirm that expected pages are created
* Confirm that expected menus are created
* Confirm that expected features are enabled

## 4\. General Setup

* Change the browser title
* Save and verify the browser title
* Set the admin email
* Save and verify the admin email
* Change the Tiki title
* Save and verify the Tiki title
* Upload a logo
* Save and verify the logo
* Change the theme
* Save and verify the theme

## 5\. Layouts

* Test Single layout
* Test Classic layout
* Test Bootstrap layout
* Check desktop display
* Check mobile display

## 6\. Menus

* Create a menu
* Add a wiki page link
* Add an external link
* Add a submenu
* Reorder menu items
* Edit a menu item
* Delete a menu item
* Display the menu on the site
* Check the menu as admin
* Check the menu as anonymous
* Check the menu on mobile

## 7\. Wiki

* Create a page
* Edit a page
* Test Wiki syntax
* Test the WYSIWYG editor
* Add a link
* Add an image
* Attach a file
* Check page history
* Restore a revision
* Rename a page
* Remove a page
* Add a comment
* Watch a page
* Test page permissions
* Test page aliases
* Test print view
* Test PDF export
* Search for the page
* Test page locking

## 8\. Trackers

* Create a tracker
* Add fields
* Create an item
* Edit an item
* Delete an item
* Import CSV
* Export CSV
* Test tracker permissions
* Assign tracker categories
* Upload a file
* Test image fields
* Test date fields
* Add item comments
* Check item history
* Test inline editing
* Test tracker reports
* Search tracker items
* Test relations
* Change item status

## 9\. File Galleries

* Create a gallery
* Upload a file
* Download a file
* Replace a file
* Preview an image
* Check thumbnail generation
* Rename a file
* Move a file
* Delete a file
* Test file versioning
* Lock and unlock a file
* Search for a file
* Test file permissions

## 10\. Users and Groups

* Register a user
* Log in
* Log out
* Reset the password
* Change the password
* Edit the user profile
* Change user preferences
* Create a group
* Add a user to a group
* Test admin permissions
* Test user watches

## 11\. Permissions

* Test as admin
* Test as registered user
* Test as anonymous user
* Test a custom group
* Test category permissions
* Test object permissions
* Test tracker permissions
* Test wiki permissions
* Test file permissions

## 12\. Search

* Rebuild the search index
* Search wiki pages
* Search tracker items
* Search files
* Search articles
* Test global search
* Test filters
* Test facets
* Test result highlighting
* Confirm that new content appears
* Confirm that edited content is updated
* Confirm that deleted content disappears

## 13\. Categories

* Create a category
* Assign content to a category
* Assign content to multiple categories
* Remove a category assignment
* Test category permissions
* Browse category content

## 14\. Articles

* Create a draft
* Publish an article
* Set an expiration date
* Assign categories
* Add an image
* Add a comment
* Test article permissions
* Search for the article

## 15\. Forums

* Create a forum
* Create a topic
* Reply to a topic
* Edit a post
* Delete a post
* Add an attachment
* Test moderation
* Watch a forum
* Test forum permissions

## 16\. Calendar

* Create a calendar
* Add an event
* Edit an event
* Create a recurring event
* Delete an event
* Test calendar permissions
* Test invitations

## 17\. Structures

* Create a structure
* Add wiki pages
* Reorder pages
* Move a page
* Remove a page
* Navigate through the structure

## 18\. Modules

* Add a module
* Change the module position
* Change the module order
* Configure module visibility
* Remove a module
* Check modules on mobile

# Cross-feature Tests

* Wiki page with File Gallery attachment
* Wiki page assigned to a category
* Wiki page linked to a tracker
* Wiki page visible in search
* Wiki page with comments
* Tracker item assigned to a category
* Tracker item with file upload
* Tracker item linked to a calendar event
* Tracker item visible in search
* Article assigned to a category
* Article visible in search
* Forum topic visible in search
* File visible in search
* Permissions applied across different objects
* Watches and notifications
* Search updated after content changes

# High-value Smoke Test

Run this after every merge request or before every release:

* Log in
* Create a wiki page
* Edit the wiki page
* Upload a file
* Download the file
* Create a tracker item
* Edit the tracker item
* Search for the new page
* Create an article
* Create a forum topic
* Create a calendar event
* Assign a category
* Verify permissions with another user
* Delete the created content
* Check scheduler or queued tasks when affected