Smoke test matrix

Run after pulls that touch research, Knowledge Library, proxy, V2 memory, or Document Intelligence. Check off each row; note environment (local / Docker / SearXNG / proxy).

Automated (offline) subset — industry CI:

pwsh -File scripts/industry_smoke.ps1

Runs readiness, re-index skip, session cancel, proxy helpers, golden memory eval, and docs presence. Live network / LLM rows below still need a human.

Prerequisites (manual live rows)

App up (uvicorn / usual serve)
At least one LLM configured
Optional: SearXNG, Proxy Provider (anyIP), Neo4j
Preflight: GET /api/research/ready (add ?live=1 for a tiny live search)

1. Research

#	Action	Expect	Pass
R1	Open `/research` → Start deep research (short topic, brief, 3 sources)	Live panel stage log updates; session card appears	☐
R2	Let run finish	Status `done`; report path; MD open works	☐
R3	Start another run → Cancel mid-flight	Status `cancelled`; no hang; list refresh	☐
R4	Chat or `/research deep <topic>` (gateway)	Progress messages or summary with report	☐
R5	Settings: force thin network if needed	Fail closed deep shows clear error (not silent empty)	☐

2. Knowledge Library

#	Action	Expect	Pass
K1	Create lib + crawl a small public docs root	Job shows discovered/fetched/ingested	☐
K2	Refresh same lib immediately	`unchanged` / skipped rise; few or zero new embeds	☐
K3	Remove a page from scope, then refresh	The page is kept (a refresh never deletes indexed pages); delete the library to remove it	☐
K4	Enable auto_inject on lib; ask in chat about a doc fact	Answer cites KB / footer	☐
K5	Settings → Memory → Smart Knowledge search on; technical Q without auto_inject	Still injects from active libs with chunks	☐

3. Proxy Provider

#	Action	Expect	Pass
P1	Settings → System → Proxy = none → Test	Direct mode OK	☐
P2	Configure anyIP (or stub) → Test	Exit IP shown when valid	☐
P3	With proxy on: `read_url` hard page	httpx path may use proxy; Playwright recovery still works	☐
P4	KB crawl with proxy on	Discover + fetch succeed (or clear failures)	☐

4. Memory + chat explain

#	Action	Expect	Pass
M1	Chat: “Remember my favorite color is teal.” then “What color do I like?”	Recalls teal	☐
M2	Settings → Memory → Explain recall ON	Next chat turn that uses memory shows a Memory used row, with channels, and a reload still shows it	☐
M3	Panel chips	Beliefs/episodes show `fts5` / `dense` / `belief_ppr` / `session_boost` as applicable	☐
M4	With KB inject: technical doc question	Panel also lists KB rows with `kb_rrf`	☐
M5	Dashboard probe	Same channel chips; Run golden eval returns pass rate	☐
M6	Multi-hop beliefs (works_at → located_in)	Probe/chat can surface multi-hop object	☐
M7	Open `/memory` after restart	Previously payload-object concepts (literal objects) sit on a hub `related_to` edge, not a disconnected island	☐
M8	Inspect a grouped node → Ungroup	Grouping gone; beliefs unchanged	☐
M9	Truncation banner (graph > 200 nodes)	Banner names nodes and connections hidden by slicing	☐

5. Document Intelligence

#	Action	Expect	Pass
D1	Open `/documents` → upload a small `.txt` / PDF	Document appears; state progresses to `ready` (or clear fail code)	☐
D2	Open detail → content preview	Fenced/readable text; BiDi OK for Arabic if used (`dir=auto`)	☐
D3	Index into a library_id → search	Hits return with citations inside untrusted fence	☐
D4	Ops panel: capacity + readiness	Snapshot loads; multi-replica honesty if applicable	☐
D5	Gateway: `/documents list` (or `/docs list`)	Opaque ids + titles	☐
D6	Agent tool `document_import` on workspace file	Returns document_id; not a path escape	☐
D7	`python scripts/certify_documents.py`	`overall_status` not `FAIL`; canary_ready when core parsers ready	☐
D8	Settings → Documents → change a limit → save → re-read	Live ConfigStore update without restart (worker concurrency, leases, retry timing, storage root and the tenant quota wait for a restart: readiness `policy.pending_restart`)	☐
D9	(Optional) ClamAV installed → malware_scan `on` → upload clean file	Accept; readiness `malware.available` true	☐
D10	(Optional) PG + `KAZMA_DOCUMENTS_METADATA_BACKEND=postgres` (or `auto`/unset on a Postgres install)	`ops/readiness` `metadata_multi_replica` true when pool up	☐
D11	(Optional, container profile) `ops/readiness` → `worker_isolation`, then upload a PDF	`ready` and `image_code_matches` true; the broker log shows the job with `cleanup=verified`	☐
D12	(Optional) Verify the newest document backup (`scripts/document_pg_backup.py verify <dir>` on Postgres; `document-store-*` `manifest.json` `verification.ok` on SQLite)	Verified; no required object missing	☐

Guide: Document Intelligence · Phase map · Ops.

6. Regression quick hits

#	Action	Expect	Pass
X1	HITL danger tool still prompts	Approve/deny works	☐
X2	Model switch in UI	Next turn uses selected model	☐
X3	Long turn	Heartbeats / synthesizing; no false “Done 0s” empty bubble	☐

Sign-off

Field	Value
Date
Build / commit
Tester
Notes