@beyondwork/docx-react-component 1.0.0 → 1.0.2

package/docs/research/docx-react-component/document_compatibility_and_testing_spec.md

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-# Document Compatibility and Testing Specification
-
-## 1. Purpose
-
-This specification defines the compatibility contract, validation rules, and testing program for a React-based Word-compatible document component that imports `.docx`, edits supported content, exports `.docx`, and must reopen in recent Microsoft Word versions without damage.
-
-This document is intentionally limited to **document compatibility and compatibility testing**. It does not define broader product UX, editor architecture, theming, or feature-roadmap concerns except where they directly affect compatibility.
-
----
-
-## 2. Goal
-
-The system must be able to:
-
-- open `.docx` documents produced by recent Microsoft Word versions
-- preserve supported content semantics during import
-- edit supported content safely
-- export valid `.docx` packages
-- reopen exported files in recent Microsoft Word environments without repair prompts, corruption, or silent loss of supported data
-- preserve unsupported but preservable content wherever possible
-
----
-
-## 3. Scope
-
-### 3.1 In scope
-
-- `.docx` import compatibility
-- `.docx` export compatibility
-- round-trip safety
-- OOXML package correctness
-- supported feature preservation
-- unsupported feature preservation policy
-- validation layers
-- compatibility fixture corpus
-- automated and manual compatibility testing
-- release gates for compatibility
-
-### 3.2 Out of scope
-
-- general editor UX
-- toolbar behavior except where needed for compatibility testing
-- collaboration features
-- offline sync
-- business workflows unrelated to document fidelity
-
----
-
-## 4. Normative alignment target
-
-The compatibility layer must align with:
-
-- **Office Open XML WordprocessingML**
-- **Open Packaging Conventions (OPC)**
-- **ECMA-376**
-- **ISO/IEC 29500**
-
-The target file format is `.docx`.
-
-The system must behave as an OOXML **consumer and producer**.
-
----
-
-## 5. Compatibility philosophy
-
-Compatibility must be evaluated at two levels:
-
-### 5.1 Spec-level correctness
-
-The exported file is structurally valid and internally consistent as an OOXML/OPC package.
-
-### 5.2 Application-level correctness
-
-The exported file opens and behaves correctly in recent Microsoft Word environments.
-
-Application-level correctness is the final standard. Spec-level validation is necessary but not sufficient.
-
----
-
-## 6. Compatibility contract
-
-A document export is considered **compatible** only when all of the following are true:
-
-1. The exported file is a valid `.docx` ZIP package.
-2. Required OOXML parts and relationships are present and internally consistent.
-3. The file opens in recent Word desktop without a repair prompt.
-4. The file opens in recent Word on the web without fatal failure.
-5. Supported content remains semantically correct after import, edit, export, and reopen.
-6. Comments remain present and correctly anchored when supported.
-7. Tracked insertions and deletions remain reviewable and behave correctly when supported.
-8. Lists, numbering, tables, images, hyperlinks, and styles remain structurally coherent when supported.
-9. Unsupported but preservable content is not silently dropped.
-10. Re-save from Word does not produce catastrophic structural drift.
-
----
-
-## 7. Compatibility classes
-
-Every feature must be classified into one of these categories:
-
-- `supported-roundtrip`
-- `supported-import-only`
-- `supported-export-only`
-- `preserve-only`
-- `unsupported-fatal`
-
-The classification must exist at minimum for:
-
-- paragraphs
-- headings
-- inline formatting
-- lists
-- numbering
-- tables
-- images
-- hyperlinks
-- comments
-- tracked insertions
-- tracked deletions
-- formatting revisions
-- section breaks
-- headers/footers
-- footnotes/endnotes
-- fields
-- content controls
-- embedded objects
-
----
-
-## 8. Supported compatibility behaviors
-
-## 8.1 Supported-roundtrip
-
-For features in this class, the system must:
-
-- import them semantically
-- preserve them during edits
-- export them correctly
-- reopen in Word with the same effective meaning
-
-## 8.2 Preserve-only
-
-For features in this class, the system may not fully understand or expose editing UI for them, but must:
-
-- retain them during import
-- avoid destructive rewriting
-- reattach or preserve them on export where possible
-- warn when edits may endanger preservation
-
-## 8.3 Unsupported-fatal
-
-For features in this class, the system must:
-
-- fail safely or block the destructive workflow
-- emit a clear warning or error
-- avoid silently producing a damaged document
-
----
-
-## 9. Required package integrity rules
-
-Every exported file must satisfy the following:
-
-### 9.1 ZIP/package integrity
-
-- valid ZIP structure
-- readable package entries
-- no duplicate conflicting entries
-
-### 9.2 Required OOXML package parts
-
-At minimum where applicable:
-
-- `[Content_Types].xml`
-- `_rels/.rels`
-- `word/document.xml`
-- `word/_rels/document.xml.rels`
-- styles part if referenced
-- numbering part if referenced
-- comments part if referenced
-- media parts if referenced
-
-### 9.3 Relationship integrity
-
-- every relationship target resolves correctly
-- no dangling relationship ids
-- no broken internal part links
-- no orphaned referenced media in supported flows
-
-### 9.4 Identifier integrity
-
-No invalid collisions in required id domains, including where applicable:
-
-- comment ids
-- relationship ids
-- numbering ids
-- media rel ids
-- revision ids if internally materialized into export structures
-
----
-
-## 10. Required semantic integrity rules
-
-For all supported-roundtrip features:
-
-### 10.1 Text and structure
-
-- paragraph order preserved
-- run content preserved
-- supported inline formatting preserved
-- heading levels preserved
-
-### 10.2 Lists and numbering
-
-- nesting preserved
-- numbering hierarchy preserved
-- bullet/ordered semantics preserved
-- restart behavior preserved where supported
-
-### 10.3 Tables
-
-- row/column structure preserved
-- supported merged-cell semantics preserved
-- table content preserved
-
-### 10.4 Images and links
-
-- images remain addressable and visible
-- dimensions/placement preserved within declared support boundaries
-- hyperlink targets preserved
-
-### 10.5 Comments
-
-- comment text preserved
-- anchor range preserved or explicitly degraded
-- comment ordering/thread coherence preserved where supported
-
-### 10.6 Revisions
-
-- insertion/deletion semantics preserved
-- accept/reject remains possible in Word when supported
-- revision boundaries remain valid
-
----
-
-## 11. Unsupported content preservation policy
-
-When the system encounters content outside supported-roundtrip coverage, it must apply the following priority order:
-
-1. preserve unchanged
-2. preserve with edit restrictions
-3. preserve with warning
-4. block destructive editing
-5. fail safely
-
-The system must never silently discard unsupported content that is technically preservable.
-
-Examples of likely preserve-only features include:
-
-- complex fields
-- content controls
-- advanced section metadata
-- embedded objects
-- custom XML data bindings
-- unsupported revision classes
-
----
-
-## 12. Compatibility environments
-
-## 12.1 Required environments
-
-Every compatibility release must be tested against:
-
-1. recent Microsoft Word desktop on Windows
-2. recent Microsoft Word on the web
-
-## 12.2 Recommended environments
-
-- recent Microsoft Word on macOS
-
-## 12.3 Host variance handling
-
-If behavior differs across hosts, the issue must be categorized as one of:
-
-- import variance
-- export variance
-- rendering variance
-- review-behavior variance
-- unsupported host-specific behavior
-
----
-
-## 13. Validation model
-
-Compatibility validation must occur at four layers.
-
-## 13.1 Layer 1 — Package validation
-
-Validate:
-
-- ZIP integrity
-- package entry inventory
-- required part presence
-- content type declarations
-- relationship graph integrity
-
-## 13.2 Layer 2 — XML structural validation
-
-Validate:
-
-- generated XML is parseable
-- namespaces are correct
-- required attributes/elements exist for supported structures
-- references are internally consistent
-- comments, numbering, and style references resolve correctly
-
-## 13.3 Layer 3 — Semantic validation
-
-Validate:
-
-- no impossible supported document structures
-- no invalid comment anchors
-- no invalid revision boundaries
-- no stale preserve-only bindings
-- no unsupported destructive rewrites were introduced
-
-## 13.4 Layer 4 — Real-Word validation
-
-Validate by opening in real Word environments and checking:
-
-- open success
-- absence of repair prompt
-- comments still function
-- revisions still function
-- continued editing is possible
-- re-save remains stable
-
----
-
-## 14. End-to-end compatibility scenarios
-
-These scenarios are mandatory.
-
-## 14.1 Open-save-unchanged
-
-Flow:
-1. import `.docx`
-2. make no content edits
-3. export `.docx`
-4. open in Word
-
-Pass criteria:
-- no repair prompt
-- no content loss
-- no broken comments or revisions
-- no package integrity failure
-
-## 14.2 Open-edit-save-reopen
-
-Flow:
-1. import `.docx`
-2. edit supported content
-3. export `.docx`
-4. reopen in Word
-
-Pass criteria:
-- edits are present
-- surrounding content remains intact
-- supported semantics remain valid
-
-## 14.3 Comment round trip
-
-Flow:
-1. import `.docx` with comments or add comments in component
-2. export `.docx`
-3. reopen in Word
-
-Pass criteria:
-- comments remain present
-- anchors are correct
-- comment text remains intact
-- thread structure remains coherent where supported
-
-## 14.4 Track-changes round trip
-
-Flow:
-1. import or create tracked insertions/deletions
-2. export `.docx`
-3. reopen in Word
-4. accept or reject changes in Word
-
-Pass criteria:
-- revisions remain recognized as revisions
-- final accepted/rejected content is correct
-- no corruption occurs during review actions
-
-## 14.5 Word re-save stability
-
-Flow:
-1. export `.docx` from component
-2. open in Word
-3. save from Word
-4. compare semantic structure
-
-Pass criteria:
-- no catastrophic drift
-- no repair prompt
-- no unexpected loss of supported content
-
-## 14.6 Unsupported-content survival
-
-Flow:
-1. import fixture containing preserve-only content
-2. edit unrelated supported content
-3. export `.docx`
-4. reopen in Word
-
-Pass criteria:
-- preserve-only content still exists
-- unrelated edits are applied correctly
-- no repair prompt appears
-
----
-
-## 15. Feature-specific compatibility tests
-
-## 15.1 Paragraphs and runs
-
-Required tests:
-- plain paragraphs
-- mixed formatting within runs
-- multiple adjacent marks
-- long-form prose documents
-
-Pass criteria:
-- text preserved
-- formatting preserved within declared support
-- paragraph segmentation unchanged except by intended edit
-
-## 15.2 Lists and numbering
-
-Required tests:
-- ordered lists
-- bullet lists
-- nested lists
-- restart cases where supported
-- list edits adjacent to comments/revisions
-
-Pass criteria:
-- numbering remains coherent
-- nesting remains correct
-- no accidental flattening or renumbering beyond accepted normalization
-
-## 15.3 Tables
-
-Required tests:
-- simple tables
-- merged cells
-- content edits inside cells
-- comments/revisions in tables where supported
-
-Pass criteria:
-- no structural corruption
-- cell content preserved
-- supported merges preserved
-
-## 15.4 Images and hyperlinks
-
-Required tests:
-- inline and block images where supported
-- linked text
-- image-heavy fixtures
-
-Pass criteria:
-- media relationships remain valid
-- images display after reopen
-- links still resolve correctly
-
-## 15.5 Comments
-
-Required tests:
-- import existing comments
-- add new comment
-- edit comment text
-- reply/thread cases where supported
-- resolve/unresolve where represented
-- delete anchor edge cases
-
-Pass criteria:
-- no orphaned references without explicit degraded-state handling
-- anchors remain stable
-- authorship/order remain coherent where supported
-
-## 15.6 Tracked insertions/deletions
-
-Required tests:
-- insert text with track changes on
-- delete text with track changes on
-- mixed editing around existing revisions
-- accept/reject in Word
-- accept/reject in component and reopen in Word
-
-Pass criteria:
-- no invalid overlapping boundaries
-- revisions remain reviewable in Word
-- final content after accept/reject is correct
-
-## 15.7 Preserve-only features
-
-Required tests for each preserve-only class:
-- import original fixture
-- edit unrelated supported content
-- export
-- reopen in Word
-
-Pass criteria:
-- preserve-only feature survives within declared tolerance
-- no destructive rewrite is introduced
-
----
-
-## 16. Golden compatibility corpus
-
-A permanent fixture corpus is required.
-
-## 16.1 Minimum corpus categories
-
-The corpus must include:
-
-1. simple prose docs
-2. heading-rich docs
-3. deeply nested lists
-4. merged and complex tables
-5. image-heavy docs
-6. hyperlink-rich docs
-7. comment-heavy docs
-8. heavy redline legal/contract docs
-9. section-break docs
-10. header/footer docs
-11. footnote/endnote docs
-12. Word-web-authored docs
-13. Google Docs exported to Word then edited in Word
-14. LibreOffice exported to Word then edited in Word
-15. preserve-only unsupported-content docs
-16. very large docs for compatibility-under-load testing
-
-## 16.2 Fixture metadata
-
-Every fixture must have metadata recording:
-
-- fixture id
-- origin
-- feature tags
-- expected support class
-- expected preserve-only behavior
-- known limitations
-- baseline pass/fail status
-
-## 16.3 Regression policy
-
-Any reproducible compatibility bug from production must add a regression fixture whenever legally and operationally possible.
-
----
-
-## 17. Comparison and diff strategy
-
-Document compatibility must be checked using multiple comparison layers.
-
-## 17.1 Package diff
-
-Compare:
-- part inventory
-- relationships
-- content types
-- media inventory
-
-## 17.2 Normalized XML diff
-
-Compare XML after normalization that ignores benign noise such as:
-- attribute order
-- insignificant whitespace
-- equivalent producer-specific normalization
-
-## 17.3 Semantic diff
-
-Compare effective meaning for:
-- text flow
-- paragraph structure
-- list structure
-- table structure
-- comments and anchors
-- revisions
-- styles references where supported
-
-## 17.4 Behavioral diff
-
-Check behavior in Word:
-- opens cleanly
-- comments function
-- revisions function
-- continued editing works
-- re-save remains stable
-
----
-
-## 18. Acceptable and unacceptable drift
-
-## 18.1 Acceptable drift
-
-Examples:
-- benign XML normalization by Word
-- reordered non-semantic package internals
-- equivalent serialization differences with no semantic effect
-
-## 18.2 Unacceptable drift
-
-Examples:
-- Word repair prompt
-- silent supported-content loss
-- broken comment anchors
-- revisions flattened unexpectedly
-- numbering corruption
-- table corruption
-- preserve-only content dropped
-- broken relationships
-- inability to continue editing in Word
-
----
-
-## 19. Automated compatibility testing requirements
-
-The automated test suite must include:
-
-1. package integrity tests
-2. XML parse/structure tests
-3. feature-matrix coverage tests
-4. comment anchor tests
-5. revision-boundary tests
-6. list/numbering round-trip tests
-7. table round-trip tests
-8. preserve-only survival tests
-9. Word re-save semantic drift tests where automatable
-10. large-document compatibility-safe mode tests
-
-Automated tests must fail the build for any regression affecting `supported-roundtrip` features or preserve-only guarantees.
-
----
-
-## 20. Manual certification requirements
-
-For every release candidate:
-
-1. run automated compatibility suite
-2. open representative exported fixtures in recent Word desktop
-3. verify no repair prompt
-4. inspect comments and revisions
-5. save from Word
-6. reopen and compare semantics
-7. test representative fixtures in Word on the web
-8. record host-specific issues
-
-Manual certification is mandatory for:
-
-- comments
-- tracked insertions/deletions
-- complex tables
-- preserve-only fixtures
-- large documents
-
----
-
-## 21. Release gates
-
-A release may ship only if all of the following are true:
-
-1. no P0 compatibility defect is open
-2. no newly introduced repair-prompt regression exists
-3. supported-roundtrip fixtures pass mandatory scenarios
-4. comments certification passes
-5. tracked-changes certification passes
-6. preserve-only fixtures survive within declared tolerance
-7. required Word environments pass release certification
-
----
-
-## 22. Compatibility defect severity
-
-### P0
-- Word repair prompt
-- unreadable/corrupted export
-- major silent content loss
-
-### P1
-- comments or revisions broken in supported flows
-- numbering or tables structurally broken
-- preserve-only content dropped
-
-### P2
-- non-fatal semantic drift
-- host-specific behavior mismatch
-- significant but non-catastrophic formatting/structure issue
-
-### P3
-- benign serialization variance
-- low-impact metadata mismatch
-- minor normalization noise
-
----
-
-## 23. Compatibility reporting
-
-In development and test modes, the system should emit a structured compatibility report for each export containing:
-
-- package validation result
-- XML validation result
-- support-class summary
-- preserve-only warnings
-- unsupported-fatal detections
-- round-trip risk flags
-- fixture/test references where relevant
-
----
-
-## 24. Long-term compatibility policy
-
-The compatibility program must assume Word behavior evolves over time.
-
-Therefore the team must:
-
-- continuously refresh the fixture corpus with newly created Word files
-- regularly certify against recent Word environments
-- preserve unknown markup whenever safe
-- avoid destructive rewriting of unsupported structures
-- revise support classifications when evidence changes
-
----
-
-## 25. Exit criteria
-
-This compatibility program is considered operational only when all of the following exist:
-
-- documented compatibility classes
-- fixture corpus with metadata
-- automated package/XML/semantic validation
-- mandatory end-to-end round-trip tests
-- manual Word certification procedure
-- release gates tied to compatibility severity
-
-Until then, the product cannot claim reliable Word round-trip compatibility.
-