🧪 TESTING CHECKLIST - FinSentiment Pro

Use this checklist to verify all features are working correctly.

Pre-Installation Tests

✅ Environment Check

Python 3.8+ installed: python --version
Node.js 18+ installed: node --version
npm installed: npm --version
pip installed: pip --version

Installation Tests

✅ Frontend Installation

npm install

No errors during installation
node_modules folder created
All dependencies installed successfully

✅ Backend Installation

cd backend
pip install -r requirements.txt

No errors during installation
All Python packages installed
FinBERT model downloads successfully (first run)

Startup Tests

✅ Backend Server

cd backend
python app.py

Server starts without errors
Shows "Running on http://127.0.0.1:5000"
FinBERT model loads successfully
No import errors

✅ Frontend Server

npm run dev

Vite dev server starts
Shows "http://localhost:3000"
No compilation errors
Opens browser automatically (or manually navigate)

Feature Tests

✅ Page Load & Layout

Page loads without errors
Header displays with logo and nav
Hero section shows with animations
Footer displays correctly
No console errors in browser

✅ Theme System

Light theme is default or loads from localStorage
Click sun/moon button toggles theme
Press 'D' key toggles theme
Theme persists after page reload
All elements adapt to theme change

✅ Search Functionality

Search input accepts text
Popular tickers display as buttons
Recent searches appear after first search
Date range selector works (24h, 7d, 30d)
Clear button (X) clears input

✅ Voice Input

Click microphone button
Browser requests microphone permission
"Listening..." indicator shows
Speak a ticker (e.g., "Apple")
Ticker is recognized and displayed
Confirmation message appears
Voice input works in Chrome/Edge/Safari

✅ Analysis - AAPL Test

Enter ticker: AAPL, Click Analyze

✅ Overall Sentiment Gauge

Large circular gauge displays
Sentiment score animates from 0
Score color matches sentiment (green/yellow/red)
Confidence percentage shows
Article count displays
Ticker and company name show
Date range displays

✅ Timeline Chart

Chart renders successfully
Blue line shows sentiment over time
Green line shows stock price
Toggle buttons work (Sentiment/Price)
Hover shows tooltips with exact values
Dates format correctly
Both Y-axes display (left=sentiment, right=price)

✅ Radar Chart

✅ Source Comparison

Horizontal bar chart displays
Shows different news sources
Bars colored by sentiment (green/yellow/red)
Article counts shown
Sources listed below chart
Bloomberg, Reuters, CNBC, etc. appear

✅ Headlines Feed

✅ Calendar Heatmap

✅ AI Insights Panel

Purple/indigo gradient border shows
Sparkles icon displays
5-6 insight bullet points show
Text is readable and makes sense
Refresh button present
Click refresh triggers animation

✅ Correlation Scatter

Scatter plot displays
Correlation coefficient shows (r = X.XX)
Strength label correct (Strong/Moderate/Weak)
Points colored by quadrant
Reference lines at 0,0
Hover shows exact values
Legend explains colors

✅ Export Panel

Four action buttons display
Each has colored icon
Clicking each shows alert (not implemented)
Pro tip box displays at bottom

✅ Error Handling

Test with invalid ticker: INVALIDTICKER

Error message displays
Message is user-friendly
Loading stops
Can try again with different ticker

Test with empty input:

Error message appears
Asks to enter ticker

✅ Responsive Design

Resize browser window or test on different devices:

Desktop (>1280px):

3-column grid layout
All features visible
Charts readable

Tablet (768-1280px):

2-column grid layout
Content stacks appropriately
Charts resize

Mobile (<768px):

✅ Keyboard Shortcuts

Press / - Focus moves to search input
Press D - Theme toggles
Press Esc - (Modals would close if implemented)

✅ Accessibility

Tab key navigates through interactive elements
Focus indicators visible
ARIA labels present on buttons
Alt text on images/icons
Color contrast sufficient
Text readable at different zoom levels

✅ Performance

✅ Additional Ticker Tests

Test with different tickers to verify robustness:

TSLA (Tesla):

Analysis completes successfully
Different sentiment than AAPL
Charts update with new data

GOOGL (Google):

Analysis completes successfully
Recent searches updates

MSFT (Microsoft):

Analysis completes successfully
Calendar shows different pattern

Browser Compatibility

✅ Chrome

All features work
Voice input works
Charts render correctly
No console errors

✅ Edge

All features work
Voice input works
Charts render correctly

✅ Firefox

All features work
Voice input may not work (expected)
Charts render correctly

✅ Safari

All features work
Voice input works
Charts render correctly

API Tests

✅ Backend Health Check

Open: http://localhost:5000/api/health

Returns: {"status": "healthy", "model": "FinBERT loaded"}

✅ Backend API

Test POST to: http://localhost:5000/api/analyze

{
  "ticker": "AAPL",
  "days": 7
}

Returns complete JSON response
Contains: ticker, companyName, overallScore, etc.
No errors in response

Bug Checks

✅ Common Issues

No memory leaks during extended use
Theme toggle doesn't break layout
Multiple searches work correctly
Back button works (if routing added)
Refresh preserves theme preference
Recent searches limited to 5
Voice input doesn't break on error

Final Verification

✅ Complete User Flow

Success Criteria

✅ PASS if:

All core features work
No critical errors
Voice input works (in supported browsers)
Charts display correctly
Theme toggle works
Responsive on mobile/tablet/desktop
API returns data successfully
Performance is acceptable

⚠️ REVIEW if:

Minor visual issues
Some features slow but functional
Voice input unreliable (browser limitation)
Some charts need adjustment

❌ FAIL if:

Server won't start
Critical errors on page load
API always fails
Charts don't render
Major layout issues

Notes Section

Issues Found: Record any problems encountered during testing

Performance Observations: Note any slow operations or lag

Browser-Specific Issues: Note issues that only appear in certain browsers

Suggestions for Improvement: Ideas for enhancements

✅ FINAL CHECKLIST

Tester Name: _______________ Date: _______________ Overall Result: [ ] PASS [ ] REVIEW [ ] FAIL

CONGRATULATIONS! If you've checked all boxes, FinSentiment Pro is working perfectly! 🎉

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