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

* [ ] Use a clean database
* [ ] Check server requirements
* [ ] Complete the installer
* [ ] Create the admin account
* [ ] Log in
* [ ] Confirm that the homepage loads

## 2\. Setup Wizard \(Can be skipped for now\)

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

## 3\. Profiles \(Can be skipped for now\)

* [ ] 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