bmad-studio 0.1.0

package/_bmad/tea/testarch/knowledge/test-levels-framework.md

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+<!-- Powered by BMAD-CORE™ -->
+
+# Test Levels Framework
+
+Comprehensive guide for determining appropriate test levels (unit, integration, E2E) for different scenarios.
+
+## Test Level Decision Matrix
+
+### Unit Tests
+
+**When to use:**
+
+- Testing pure functions and business logic
+- Algorithm correctness
+- Input validation and data transformation
+- Error handling in isolated components
+- Complex calculations or state machines
+
+**Characteristics:**
+
+- Fast execution (immediate feedback)
+- No external dependencies (DB, API, file system)
+- Highly maintainable and stable
+- Easy to debug failures
+
+**Example scenarios:**
+
+```yaml
+unit_test:
+  component: 'PriceCalculator'
+  scenario: 'Calculate discount with multiple rules'
+  justification: 'Complex business logic with multiple branches'
+  mock_requirements: 'None - pure function'
+```
+
+### Integration Tests
+
+**When to use:**
+
+- Component interaction verification
+- Database operations and transactions
+- API endpoint contracts
+- Service-to-service communication
+- Middleware and interceptor behavior
+
+**Characteristics:**
+
+- Moderate execution time
+- Tests component boundaries
+- May use test databases or containers
+- Validates system integration points
+
+**Example scenarios:**
+
+```yaml
+integration_test:
+  components: ['UserService', 'AuthRepository']
+  scenario: 'Create user with role assignment'
+  justification: 'Critical data flow between service and persistence'
+  test_environment: 'In-memory database'
+```
+
+### End-to-End Tests
+
+**When to use:**
+
+- Critical user journeys
+- Cross-system workflows
+- Visual regression testing
+- Compliance and regulatory requirements
+- Final validation before release
+
+**Characteristics:**
+
+- Slower execution
+- Tests complete workflows
+- Requires full environment setup
+- Most realistic but most brittle
+
+**Example scenarios:**
+
+```yaml
+e2e_test:
+  journey: 'Complete checkout process'
+  scenario: 'User purchases with saved payment method'
+  justification: 'Revenue-critical path requiring full validation'
+  environment: 'Staging with test payment gateway'
+```
+
+## Test Level Selection Rules
+
+### Favor Unit Tests When:
+
+- Logic can be isolated
+- No side effects involved
+- Fast feedback needed
+- High cyclomatic complexity
+
+### Favor Integration Tests When:
+
+- Testing persistence layer
+- Validating service contracts
+- Testing middleware/interceptors
+- Component boundaries critical
+
+### Favor E2E Tests When:
+
+- User-facing critical paths
+- Multi-system interactions
+- Regulatory compliance scenarios
+- Visual regression important
+
+## Anti-patterns to Avoid
+
+- E2E testing for business logic validation
+- Unit testing framework behavior
+- Integration testing third-party libraries
+- Duplicate coverage across levels
+
+## Duplicate Coverage Guard
+
+**Before adding any test, check:**
+
+1. Is this already tested at a lower level?
+2. Can a unit test cover this instead of integration?
+3. Can an integration test cover this instead of E2E?
+
+**Coverage overlap is only acceptable when:**
+
+- Testing different aspects (unit: logic, integration: interaction, e2e: user experience)
+- Critical paths requiring defense in depth
+- Regression prevention for previously broken functionality
+
+## Test Naming Conventions
+
+- Unit: `test_{component}_{scenario}`
+- Integration: `test_{flow}_{interaction}`
+- E2E: `test_{journey}_{outcome}`
+
+## Test ID Format
+
+`{EPIC}.{STORY}-{LEVEL}-{SEQ}`
+
+Examples:
+
+- `1.3-UNIT-001`
+- `1.3-INT-002`
+- `1.3-E2E-001`
+
+## Real Code Examples
+
+### Example 1: E2E Test (Full User Journey)
+
+**Scenario**: User logs in, navigates to dashboard, and places an order.
+
+```typescript
+// tests/e2e/checkout-flow.spec.ts
+import { test, expect } from '@playwright/test';
+import { createUser, createProduct } from '../test-utils/factories';
+
+test.describe('Checkout Flow', () => {
+  test('user can complete purchase with saved payment method', async ({ page, apiRequest }) => {
+    // Setup: Seed data via API (fast!)
+    const user = createUser({ email: 'buyer@example.com', hasSavedCard: true });
+    const product = createProduct({ name: 'Widget', price: 29.99, stock: 10 });
+
+    await apiRequest.post('/api/users', { data: user });
+    await apiRequest.post('/api/products', { data: product });
+
+    // Network-first: Intercept BEFORE action
+    const loginPromise = page.waitForResponse('**/api/auth/login');
+    const cartPromise = page.waitForResponse('**/api/cart');
+    const orderPromise = page.waitForResponse('**/api/orders');
+
+    // Step 1: Login
+    await page.goto('/login');
+    await page.fill('[data-testid="email"]', user.email);
+    await page.fill('[data-testid="password"]', 'password123');
+    await page.click('[data-testid="login-button"]');
+    await loginPromise;
+
+    // Assert: Dashboard visible
+    await expect(page).toHaveURL('/dashboard');
+    await expect(page.getByText(`Welcome, ${user.name}`)).toBeVisible();
+
+    // Step 2: Add product to cart
+    await page.goto(`/products/${product.id}`);
+    await page.click('[data-testid="add-to-cart"]');
+    await cartPromise;
+    await expect(page.getByText('Added to cart')).toBeVisible();
+
+    // Step 3: Checkout with saved payment
+    await page.goto('/checkout');
+    await expect(page.getByText('Visa ending in 1234')).toBeVisible(); // Saved card
+    await page.click('[data-testid="use-saved-card"]');
+    await page.click('[data-testid="place-order"]');
+    await orderPromise;
+
+    // Assert: Order confirmation
+    await expect(page.getByText('Order Confirmed')).toBeVisible();
+    await expect(page.getByText(/Order #\d+/)).toBeVisible();
+    await expect(page.getByText('$29.99')).toBeVisible();
+  });
+});
+```
+
+**Key Points (E2E)**:
+
+- Tests complete user journey across multiple pages
+- API setup for data (fast), UI for assertions (user-centric)
+- Network-first interception to prevent flakiness
+- Validates critical revenue path end-to-end
+
+### Example 2: Integration Test (API/Service Layer)
+
+**Scenario**: UserService creates user and assigns role via AuthRepository.
+
+```typescript
+// tests/integration/user-service.spec.ts
+import { test, expect } from '@playwright/test';
+import { createUser } from '../test-utils/factories';
+
+test.describe('UserService Integration', () => {
+  test('should create user with admin role via API', async ({ request }) => {
+    const userData = createUser({ role: 'admin' });
+
+    // Direct API call (no UI)
+    const response = await request.post('/api/users', {
+      data: userData,
+    });
+
+    expect(response.status()).toBe(201);
+
+    const createdUser = await response.json();
+    expect(createdUser.id).toBeTruthy();
+    expect(createdUser.email).toBe(userData.email);
+    expect(createdUser.role).toBe('admin');
+
+    // Verify database state
+    const getResponse = await request.get(`/api/users/${createdUser.id}`);
+    expect(getResponse.status()).toBe(200);
+
+    const fetchedUser = await getResponse.json();
+    expect(fetchedUser.role).toBe('admin');
+    expect(fetchedUser.permissions).toContain('user:delete');
+    expect(fetchedUser.permissions).toContain('user:update');
+
+    // Cleanup
+    await request.delete(`/api/users/${createdUser.id}`);
+  });
+
+  test('should validate email uniqueness constraint', async ({ request }) => {
+    const userData = createUser({ email: 'duplicate@example.com' });
+
+    // Create first user
+    const response1 = await request.post('/api/users', { data: userData });
+    expect(response1.status()).toBe(201);
+
+    const user1 = await response1.json();
+
+    // Attempt duplicate email
+    const response2 = await request.post('/api/users', { data: userData });
+    expect(response2.status()).toBe(409); // Conflict
+    const error = await response2.json();
+    expect(error.message).toContain('Email already exists');
+
+    // Cleanup
+    await request.delete(`/api/users/${user1.id}`);
+  });
+});
+```
+
+**Key Points (Integration)**:
+
+- Tests service layer + database interaction
+- No UI involved—pure API validation
+- Business logic focus (role assignment, constraints)
+- Faster than E2E, more realistic than unit tests
+
+### Example 3: Component Test (Isolated UI Component)
+
+**Scenario**: Test button component in isolation with props and user interactions.
+
+```typescript
+// src/components/Button.cy.tsx (Cypress Component Test)
+import { Button } from './Button';
+
+describe('Button Component', () => {
+  it('should render with correct label', () => {
+    cy.mount(<Button label="Click Me" />);
+    cy.contains('Click Me').should('be.visible');
+  });
+
+  it('should call onClick handler when clicked', () => {
+    const onClickSpy = cy.stub().as('onClick');
+    cy.mount(<Button label="Submit" onClick={onClickSpy} />);
+
+    cy.get('button').click();
+    cy.get('@onClick').should('have.been.calledOnce');
+  });
+
+  it('should be disabled when disabled prop is true', () => {
+    cy.mount(<Button label="Disabled" disabled={true} />);
+    cy.get('button').should('be.disabled');
+    cy.get('button').should('have.attr', 'aria-disabled', 'true');
+  });
+
+  it('should show loading spinner when loading', () => {
+    cy.mount(<Button label="Loading" loading={true} />);
+    cy.get('[data-testid="spinner"]').should('be.visible');
+    cy.get('button').should('be.disabled');
+  });
+
+  it('should apply variant styles correctly', () => {
+    cy.mount(<Button label="Primary" variant="primary" />);
+    cy.get('button').should('have.class', 'btn-primary');
+
+    cy.mount(<Button label="Secondary" variant="secondary" />);
+    cy.get('button').should('have.class', 'btn-secondary');
+  });
+});
+
+// Playwright Component Test equivalent
+import { test, expect } from '@playwright/experimental-ct-react';
+import { Button } from './Button';
+
+test.describe('Button Component', () => {
+  test('should call onClick handler when clicked', async ({ mount }) => {
+    let clicked = false;
+    const component = await mount(
+      <Button label="Submit" onClick={() => { clicked = true; }} />
+    );
+
+    await component.getByRole('button').click();
+    expect(clicked).toBe(true);
+  });
+
+  test('should be disabled when loading', async ({ mount }) => {
+    const component = await mount(<Button label="Loading" loading={true} />);
+    await expect(component.getByRole('button')).toBeDisabled();
+    await expect(component.getByTestId('spinner')).toBeVisible();
+  });
+});
+```
+
+**Key Points (Component)**:
+
+- Tests UI component in isolation (no full app)
+- Props + user interactions + visual states
+- Faster than E2E, more realistic than unit tests for UI
+- Great for design system components
+
+### Example 4: Unit Test (Pure Function)
+
+**Scenario**: Test pure business logic function without framework dependencies.
+
+```typescript
+// src/utils/price-calculator.test.ts (Jest/Vitest)
+import { calculateDiscount, applyTaxes, calculateTotal } from './price-calculator';
+
+describe('PriceCalculator', () => {
+  describe('calculateDiscount', () => {
+    it('should apply percentage discount correctly', () => {
+      const result = calculateDiscount(100, { type: 'percentage', value: 20 });
+      expect(result).toBe(80);
+    });
+
+    it('should apply fixed amount discount correctly', () => {
+      const result = calculateDiscount(100, { type: 'fixed', value: 15 });
+      expect(result).toBe(85);
+    });
+
+    it('should not apply discount below zero', () => {
+      const result = calculateDiscount(10, { type: 'fixed', value: 20 });
+      expect(result).toBe(0);
+    });
+
+    it('should handle no discount', () => {
+      const result = calculateDiscount(100, { type: 'none', value: 0 });
+      expect(result).toBe(100);
+    });
+  });
+
+  describe('applyTaxes', () => {
+    it('should calculate tax correctly for US', () => {
+      const result = applyTaxes(100, { country: 'US', rate: 0.08 });
+      expect(result).toBe(108);
+    });
+
+    it('should calculate tax correctly for EU (VAT)', () => {
+      const result = applyTaxes(100, { country: 'DE', rate: 0.19 });
+      expect(result).toBe(119);
+    });
+
+    it('should handle zero tax rate', () => {
+      const result = applyTaxes(100, { country: 'US', rate: 0 });
+      expect(result).toBe(100);
+    });
+  });
+
+  describe('calculateTotal', () => {
+    it('should calculate total with discount and taxes', () => {
+      const items = [
+        { price: 50, quantity: 2 }, // 100
+        { price: 30, quantity: 1 }, // 30
+      ];
+      const discount = { type: 'percentage', value: 10 }; // -13
+      const tax = { country: 'US', rate: 0.08 }; // +9.36
+
+      const result = calculateTotal(items, discount, tax);
+      expect(result).toBeCloseTo(126.36, 2);
+    });
+
+    it('should handle empty items array', () => {
+      const result = calculateTotal([], { type: 'none', value: 0 }, { country: 'US', rate: 0 });
+      expect(result).toBe(0);
+    });
+
+    it('should calculate correctly without discount or tax', () => {
+      const items = [{ price: 25, quantity: 4 }];
+      const result = calculateTotal(items, { type: 'none', value: 0 }, { country: 'US', rate: 0 });
+      expect(result).toBe(100);
+    });
+  });
+});
+```
+
+**Key Points (Unit)**:
+
+- Pure function testing—no framework dependencies
+- Fast execution (milliseconds)
+- Edge case coverage (zero, negative, empty inputs)
+- High cyclomatic complexity handled at unit level
+
+## When to Use Which Level
+
+| Scenario               | Unit          | Integration       | E2E           |
+| ---------------------- | ------------- | ----------------- | ------------- |
+| Pure business logic    | ✅ Primary    | ❌ Overkill       | ❌ Overkill   |
+| Database operations    | ❌ Can't test | ✅ Primary        | ❌ Overkill   |
+| API contracts          | ❌ Can't test | ✅ Primary        | ⚠️ Supplement |
+| User journeys          | ❌ Can't test | ❌ Can't test     | ✅ Primary    |
+| Component props/events | ✅ Partial    | ⚠️ Component test | ❌ Overkill   |
+| Visual regression      | ❌ Can't test | ⚠️ Component test | ✅ Primary    |
+| Error handling (logic) | ✅ Primary    | ⚠️ Integration    | ❌ Overkill   |
+| Error handling (UI)    | ❌ Partial    | ⚠️ Component test | ✅ Primary    |
+
+## Anti-Pattern Examples
+
+**❌ BAD: E2E test for business logic**
+
+```typescript
+// DON'T DO THIS
+test('calculate discount via UI', async ({ page }) => {
+  await page.goto('/calculator');
+  await page.fill('[data-testid="price"]', '100');
+  await page.fill('[data-testid="discount"]', '20');
+  await page.click('[data-testid="calculate"]');
+  await expect(page.getByText('$80')).toBeVisible();
+});
+// Problem: Slow, brittle, tests logic that should be unit tested
+```
+
+**✅ GOOD: Unit test for business logic**
+
+```typescript
+test('calculate discount', () => {
+  expect(calculateDiscount(100, 20)).toBe(80);
+});
+// Fast, reliable, isolated
+```
+
+_Source: Murat Testing Philosophy (test pyramid), existing test-levels-framework.md structure._