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# qa_improve # qa_improve
QA workflow improvement project for the Yara724 insurance claim management platform.
## Knowledge Documents
- [Domain Glossary](docs/glossary.md) — Case, Blame, Claim, Policy, roles
- [State Machines](docs/state-machines.md) — Case, Blame, and Claim status lifecycle
- [Workflow Steps](docs/workflow-steps.md) — Sequential Blame and Claim steps
- [QA Profile](docs/qa-profile.md) — Engineer background, role, responsibilities
- [Current Workflows](docs/current-workflows.md) — Daily workflow, Jira creation, bug investigation
- [Pain Points](docs/pain-points.md) — Bottlenecks, time breakdown, challenges
- [Improvement Goals](docs/improvement-goals.md) — Priorities, opportunities, open questions
## Source Files
- `raw/001-raw.txt` — Original working document
- `raw/002-session-with-gpt.txt` — GPT session assessment
- `CONTEXT.md` — Polished context from grilling session
## Repos (reference)
- `repos/api/` — Backend API
- `repos/ui-user/` — User Frontend
- `repos/ui-expert/` — Expert Frontend

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---
last_updated: 2025-07-15
tags: [workflow, qa-process, jira, yara724]
source: import-knowledge
---
# Current QA Workflows — Yara724
## Daily Workflow
```
CEO Request
Requirement Analysis
Convert Requirement into Jira Task
Write Documentation
Create Mockups / Annotated Screenshots
Describe Backend Changes
Developers Implement
QA Testing
Bug Investigation
Frontend / Backend Root Cause Analysis
Retest
```
## Requirement Intake
Requirements do not follow a standardized process. Typical characteristics:
- Received from different stakeholders.
- Usually communicated verbally or as short informal messages.
- Often consist of only one sentence or a rough idea.
- Frequently marked as urgent.
- Sometimes conflict with existing business workflows.
- Require additional clarification before implementation.
## Requirement Analysis — Clear Requirements
```
Receive Request
Open Jira
Navigate the current flow
Capture screenshots
Document the requirement
Use ChatGPT with a predefined Jira template
Review
Publish Jira Task
```
## Requirement Analysis — Ambiguous / Larger Requirements
```
Receive Request
Analyze current workflow
Discuss with Frontend / Backend
Reach verbal agreement
Create Jira Task
```
## Jira Ticket Creation Process
A significant portion of working time is spent creating high-quality Jira tasks:
- Writing a meaningful title
- Writing a detailed description
- Explaining the business requirement
- Specifying affected URLs and pages
- Attaching and annotating screenshots (using Paint)
- Highlighting UI elements
- Explaining expected behavior
- Writing backend expectations
- Specifying API modifications
- Explaining request body / response model changes
- Describing validation rules
Sometimes also specifying:
- Which API should be used
- Which fields are missing
- Which response properties should be added
- Which endpoint should be modified
- How the frontend expects the backend response
## Bug Investigation Workflow
```
UI
Browser DevTools
Network Request
Swagger
Backend Response
Compare with Frontend Expectations
Determine Root Cause
```
Possible outcomes:
- Frontend bug
- Backend bug
- Wrong API called
- Missing request parameter
- Incorrect request body
- Missing response field
- Validation issue
- Business logic issue
For some bugs, QA reads frontend/backend code to explain why a condition or logic is wrong.
## AI-Assisted Workflow (Current)
```
Raw Requirement
ChatGPT
Structured Jira Ticket
Manual Review
Publish to Jira
```
ChatGPT is used to convert raw requirements into structured Jira tickets. Improvement on ticket quality noted. Also used for wording and organizing documentation.
## Investigation Workflow (with MongoDB)
```
UI
Browser DevTools
Network Requests
Swagger
MongoDB
Root Cause Analysis
```

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---
last_updated: 2025-07-15
tags: [domain-language, insurance, yara724]
source: import-knowledge
---
# Domain Glossary — Yara724 Insurance Platform
## Core Entities
**Case**
The top-level container for an insurance event. A Case is made up of two subsets: Blame and Claim.
_Avoid_: Incident, Event
**Blame**
The fault/culpability determination within a Case — determining who is at fault in an accident.
_Avoid_: Liability, Fault, Culpability
**Claim**
The financial compensation request within a Case — the policyholder requesting payment for damages. A Claim can only be filed after the Blame determination is complete.
_Avoid_: Request, Payment, Demand
**Policy**
An insurance contract between the insurer and the insured, covering specific vehicles and risks.
## People & Roles
**Expert**
A professional (surveyor/assessor) who reviews Cases — evaluates damage, determines blame, and approves claims. Uses the Expert UI.
**Insured / Customer**
The person or entity holding the policy who files a Claim. Uses the User UI.
**Insurer**
The insurance company that underwrites the Policy and pays out Claims.
**Super Admin**
A role with full system access — can toggle features (queries) on and off, and configure system-wide settings.
**Roles**
Multiple roles with varying access levels. All roles ultimately review the Case file in some capacity — the difference is what actions they can take and what data they see.

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---
last_updated: 2025-07-15
tags: [improvement, goals, priorities, yara724]
source: import-knowledge
---
# Improvement Goals — Yara724 QA Workflow
## Primary Goal
Automate repetitive work — addresses the two biggest time sinks (bug diagnosis at 40% and API investigation at 25%).
## Secondary Goal
Free time for other projects, improve technical understanding.
## Long-Term Objective
Build an AI-assisted QA workflow that combines product knowledge, API analysis, documentation, testing, and bug investigation into a streamlined process. The goal is to reduce manual effort, improve consistency, and allow focus more on high-value engineering work rather than repetitive documentation.
---
## Priority 1: State Preparation Automation (FIRST)
A tool that chains API calls to bring a Case to any target state, supporting:
- Fresh Case creation each time (default)
- Reuse of existing Cases from MongoDB (optional)
- All target states: ready for Expert review, ready for Claim submission, ready for Insurer review, etc.
- Target states cover the full Blame → Claim lifecycle
- Interface TBD — options: Bruno collection, standalone script, CLI tool
- [ ] Define success metrics for Priority 1
## Priority 2: Bug Diagnosis Assistance (SECOND)
AI that takes a network request/response (from DevTools) and suggests likely root cause, reducing the 40% bug investigation bucket.
**Current bug reporting format**: QA pastes a URL + screenshot into Jira. Does not paste full request/response body or expected vs actual comparison — this is the gap AI can fill.
- [ ] Define success metrics for Priority 2
---
## Improvement Opportunities (from workflow assessment)
1. Standardized Bruno/Postman collections organized by business flows
2. Better use of environments and variables to reduce repetitive authentication work
3. Documentation of business flow → API mappings
4. Reusable test data and state preparation procedures
5. AI-assisted API discovery and workflow navigation
6. AI-assisted root cause analysis support
7. A centralized QA knowledge base to preserve project knowledge across time and projects
---
## Open Questions (from original working doc)
### Process Understanding
- What percentage of time is spent on each activity?
- Which activities are repetitive?
- Which activities require human judgment?
- Which activities can be automated?
- Which activities can be standardized using templates?
### Documentation
- Can screenshots be automatically annotated?
- Can UI differences be detected automatically?
- Can Jira tickets be generated directly from screenshots?
- Can API changes be inferred automatically from Swagger?
### Backend Analysis
- Can request/response differences be detected automatically?
- Can API regressions be detected before manual testing?
- Can Swagger documentation be compared automatically between versions?
### Testing
- Which regression tests should be automated?
- Which tests should remain manual?
- Can Bruno/Postman collections generate parts of Jira tickets automatically?
### AI Integration
- Can AI generate the first draft of every Jira task?
- Can AI determine whether a bug belongs to the frontend or backend?
- Can AI summarize long Jira tickets?
- Can AI analyze DevTools network traffic?
- Can AI explain unfamiliar code sections?

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---
last_updated: 2025-07-15
tags: [pain-points, bottlenecks, qa-process, yara724]
source: import-knowledge
---
# Pain Points — Yara724 QA Workflow
## Time Breakdown (estimated)
| Activity | % of Day |
|---|---|
| Bug investigation (diagnosis) | 40% |
| API investigation / test setup | 25% |
| Creating Jira tickets | 15% |
| Context switching (tool switching) | 10% |
| Taking requirements | 5% |
| Other | 5% |
- [ ] Validate time percentages with actual measurement
## 1. API Investigation (25%)
The biggest time consumer. Reasons:
- 1020 API calls to prepare a test case from scratch
- Cases cannot be reused due to backend constraints — must create fresh each time
- Large number of APIs; difficulty remembering rarely used APIs
- Finding the correct endpoint
- Understanding API sequences within a business flow
- Preparing request bodies
- Switching between multiple tools
## 2. Authentication Overhead
Many test sessions require repeating the authentication process. Typical sequence:
```
Open Swagger
Captcha API
Login API
Receive Token
Authorize
Start Testing
```
Repeated ~10 times/day, ~2 minutes each = ~20 min/day pure waste.
## 3. Bug Diagnosis (40%)
Most time-consuming activity. Root cause analysis done via:
- Visual inspection (comparing UI behavior with expected behavior)
- Swagger doc comparison (sometimes)
- Reading frontend/backend code (for some bugs)
## 4. Context Switching (10%)
Knowledge is fragmented across multiple systems:
- Jira
- Swagger
- DevTools
- MongoDB
- Bruno
- Backend code
- Frontend code
- Product knowledge
A single investigation often requires moving repeatedly between these tools.
## 5. Documentation Overhead (15%)
Jira ticket creation takes ~15 min each. Bottleneck is analysis/thinking, not formatting.
## 6. Weak Jira ↔ Code Traceability
- Commit messages rarely reference Jira ticket IDs
- Folders are disorganized
## 7. Stateful Business Flows
The application is heavily state-driven. Many APIs cannot be tested independently because business entities must first reach a specific state:
```
Create Case
Upload Documents
Expert Review
Approval
Payment
```
This creates dependencies between APIs and significantly increases investigation time.
## 8. Test Data Preparation
MongoDB is frequently used to:
- Inspect business entities
- Verify system state
- Modify test data when necessary
## 9. Technical Learning Curve
Background is Mechanical Engineering, not CS. Often uses development tools without fully understanding their best practices:
- Swagger, MongoDB, Postman, Bruno, Browser DevTools, JMeter
Knows how to accomplish tasks, but not always the most efficient or standard way.
## 10. Requirement Quality
Some Jira tickets are created by the CTO using AI. Since the CTO is relatively new to the product, some generated titles and descriptions lack sufficient product context:
- Requirements can become ambiguous
- Reading and understanding them takes extra effort
- Additional clarification is often required before implementation
## Primary Bottlenecks (Summary)
The main bottlenecks are NOT writing Jira tickets. Instead:
1. Reconstructing business context
2. Finding the correct APIs
3. Navigating complex API chains
4. Preparing valid test data
5. Repeating authentication and setup tasks
6. Frequent context switching across tools

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---
last_updated: 2025-07-15
tags: [qa-engineer, profile, role, yara724]
source: import-knowledge
---
# QA Engineer Profile — Yara724
## Background
- **Education**: Mechanical Engineering (Solid Mechanics) — CS/SE fundamentals are limited compared to software engineers.
- **Experience**: ~1 year as QA Engineer.
- **Code-reading level**: Beginner — reads Backend, User Frontend, Expert Frontend repos when necessary.
## Official Title vs Actual Role
Although the official title is QA Engineer, the role combines responsibilities from multiple disciplines:
- QA Engineer
- Requirement Analyst
- Product Analyst
- Technical Writer
- Bug Investigator
- API Tester
- Database Inspector
## Responsibilities
- Functional Testing
- Regression Testing
- Exploratory Testing
- Creating Jira Stories and Tasks
- Bug Reporting
- Product Analysis
- Requirement Analysis
- Documentation
- UI/UX Improvement Suggestions
- Backend API Validation
- Communication with Frontend and Backend Developers
- Supporting Product Design Decisions
## Projects
- **Yara** (main project) — insurance claim management platform
- **TamasLink** (Call Center)
- Other projects (Balan, Beno, Karjo, etc.) on a periodic basis
## Reporting
Work requests come directly from both the CEO and CTO.

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---
last_updated: 2025-07-15
tags: [state-machines, domain-model, yara724]
source: import-knowledge
---
# State Machines — Yara724 Case Lifecycle
A Case has three independent state machines that run sequentially (Blame first, then Claim).
## Case Status
The top-level lifecycle of the entire Case.
_Avoid_: Case State, Case Phase
| Status | Description |
|---|---|
| OPEN | Initial state. Persists from creation through inviting the second party. |
| WAITING_FOR_SECOND_PARTY | Second party has been invited, awaiting their response. |
| WAITING_FOR_EXPERT | Blame resulted in disagreement; case escalated to Expert. |
| WAITING_FOR_DOCUMENT_RESEND | Expert or system requests additional documents from user. |
| WAITING_FOR_SIGNATURES | Awaiting signatures from relevant parties. |
| COMPLETED | Case fully resolved (Blame decided + Claim processed if applicable). |
| CANCELLED | Case voluntarily cancelled by a party. |
| AUTO_CLOSED | Case closed automatically (e.g., timeout, policy expired). |
## Blame Status
Determines whether the case proceeds between the parties or requires Expert intervention.
_Avoid_: Blame State, Fault Status
| Status | Description |
|---|---|
| UNKNOWN | Initial state. Awaiting first party's fault attribution. |
| AGREED | Parties agree on fault attribution. Case proceeds directly to Claim without Expert. |
| DISAGREEMENT | Parties disagree on fault. Case escalates to Expert for determination. |
## Claim Status
The financial compensation track — only active after Blame is resolved and a Claim is filed.
_Avoid_: Claim State
| Status | Description |
|---|---|
| PENDING | Claim filed, awaiting initial review. |
| UNDER_REVIEW | Expert or Insurer actively reviewing the Claim. |
| APPROVED | Claim approved for payout. |
| REJECTED | Claim denied. |
| NEEDS_REVISION | Claim returned to user for corrections or additional information. |

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---
last_updated: 2025-07-15
tags: [workflow, steps, blame, claim, yara724]
source: import-knowledge
---
# Workflow Steps — Yara724 Case Lifecycle
Granular progression within each phase. Steps are ordered — a Case moves through them sequentially.
## Relationships
- **Case** is the top-level entity — contains one Blame and one Claim.
- **Blame** determines whether the Case proceeds to **Claim** (via Expert) or resolves directly (parties agree).
- **Claim** is only active when Blame results in DISAGREEMENT and Expert is involved.
- A Case can end at any point via CANCELLED or AUTO_CLOSED.
## Blame Steps
1. CREATED
2. FIRST_BLAME_CONFESSION
3. FIRST_VIDEO
4. FIRST_INITIAL_FORM
5. FIRST_LOCATION
6. FIRST_VOICE
7. FIRST_DESCRIPTION
8. FIRST_INVITE_SECOND
9. SECOND_INITIAL_FORM
10. SECOND_LOCATION
11. SECOND_VOICE
12. SECOND_DESCRIPTION
## Claim Workflow Steps
1. CLAIM_CREATED
2. SELECT_OUTER_PARTS
3. SELECT_OTHER_PARTS
4. CAPTURE_PART_DAMAGES
5. UPLOAD_REQUIRED_DOCUMENTS
6. USER_SUBMISSION_COMPLETE
7. USER_EXPERT_RESEND (user fulfills Expert's request for more documents/photos)
8. EXPERT_DAMAGE_ASSESSMENT
9. EXPERT_FINAL_REPLY (after user objection — Expert's last priced reply)
10. EXPERT_COST_EVALUATION
11. INSURER_REVIEW
12. CLAIM_COMPLETED

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Working Document
Background
I have an educational background in Mechanical Engineering (Solid Mechanics), so my knowledge of Computer Science and Software Engineering fundamentals is limited compared to software engineers.
Currently, I work as a QA Engineer in a software company that develops insurance-related systems. One of the primary products is an insurance claim management platform used for Third-Party Vehicle Insurance and Comprehensive Vehicle Insurance.
Although my official title is QA Engineer, my day-to-day responsibilities extend well beyond software testing.
Current Responsibilities
My responsibilities include, but are not limited to:
Functional Testing
Regression Testing
Exploratory Testing
Creating Jira Stories and Tasks
Bug Reporting
Product Analysis
Requirement Analysis
Documentation
UI/UX Improvement Suggestions
Backend API Validation
Communication with Frontend and Backend Developers
Supporting Product Design Decisions
Daily Workflow
The overall workflow currently looks like this:
CEO Request
Requirement Analysis
Convert Requirement into Jira Task
Write Documentation
Create Mockups / Annotated Screenshots
Describe Backend Changes
Developers Implement
QA Testing
Bug Investigation
Frontend / Backend Root Cause Analysis
Retest
My Jira Responsibilities
A significant portion of my working time is spent creating high-quality Jira tasks.
This process typically includes:
Writing a meaningful title
Writing a detailed description
Explaining the business requirement
Specifying affected URLs
Specifying affected pages
Attaching screenshots
Annotating screenshots (using Paint)
Highlighting UI elements
Explaining expected behavior
Writing backend expectations
Specifying API modifications
Explaining request body changes
Explaining response model changes
Describing validation rules
Sometimes I also need to specify:
Which API should be used
Which fields are missing
Which response properties should be added
Which endpoint should be modified
How the frontend expects the backend response
Bug Investigation Workflow
When I discover a bug, I usually follow a workflow similar to this:
UI
Browser DevTools
Network Request
Swagger
Backend Response
Compare with Frontend Expectations
Determine Root Cause
Possible outcomes:
Frontend bug
Backend bug
Wrong API called
Missing request parameter
Incorrect request body
Missing response field
Validation issue
Business logic issue
Tools I Use
I regularly work with the following tools:
Jira
Swagger
MongoDB
Browser DevTools
Bruno
Postman
JMeter
Paint (for UI annotations)
I also occasionally read code from several repositories:
Backend
User Frontend
Expert Frontend
My code-reading ability is still at a beginner level.
AI-Assisted Workflow
To improve consistency, I already use ChatGPT as part of my workflow.
The process is:
Raw Requirement
ChatGPT
Structured Jira Ticket
Manual Review
Publish to Jira
This has significantly improved the quality of my Jira tickets.
Current Challenges
Several challenges consume a considerable amount of my time.
1. Documentation Overhead
Creating complete Jira tickets requires significant manual effort.
This includes:
Writing descriptions
Organizing requirements
Creating screenshots
Highlighting UI changes
Explaining backend changes
2. Context Switching
Multiple projects are active simultaneously.
Because I spend most of my time supporting the Yara project, I rarely have enough time to review other projects.
3. Technical Learning Curve
Since my background is Mechanical Engineering rather than Computer Science, I often use development tools without fully understanding their best practices.
For example:
Swagger
MongoDB
Postman
Bruno
Browser DevTools
JMeter
I know how to accomplish tasks, but not always the most efficient or standard way.
4. Requirement Quality
Some Jira tickets are created by our CTO using AI.
Since the CTO is relatively new to the product, some generated titles and descriptions lack sufficient product context.
As a result:
Requirements can become ambiguous.
Reading and understanding them takes extra effort.
Additional clarification is often required before implementation.
My Main Goal
I want to redesign my workflow so that I can:
Spend less time on repetitive documentation.
Produce higher-quality Jira tickets.
Automate repetitive work wherever possible.
Better utilize AI throughout the workflow.
Free enough time to contribute to other projects.
Improve my technical understanding of the software ecosystem.
Questions for Further Analysis
To optimize this workflow, I'd like to answer the following questions step by step.
Process Understanding
What percentage of my time is spent on each activity?
Which activities are repetitive?
Which activities require human judgment?
Which activities can be automated?
Which activities can be standardized using templates?
Documentation
Can screenshots be automatically annotated?
Can UI differences be detected automatically?
Can Jira tickets be generated directly from screenshots?
Can API changes be inferred automatically from Swagger?
Backend Analysis
Can request/response differences be detected automatically?
Can API regressions be detected before manual testing?
Can Swagger documentation be compared automatically between versions?
Testing
Which regression tests should be automated?
Which tests should remain manual?
Can Bruno/Postman collections generate parts of Jira tickets automatically?
AI Integration
Can AI generate the first draft of every Jira task?
Can AI determine whether a bug belongs to the frontend or backend?
Can AI summarize long Jira tickets?
Can AI analyze DevTools network traffic?
Can AI explain unfamiliar code sections?
Long-Term Objective
My long-term objective is to build an AI-assisted QA workflow that combines product knowledge, API analysis, documentation, testing, and bug investigation into a streamlined process. The goal is to reduce manual effort, improve consistency, and allow me to focus more on high-value engineering work rather than repetitive documentation.

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QA Workflow Assessment (Version 0.1)
1. Profile
Official Job Title
QA Engineer
Experience
Approximately 1 year
Primary Projects
Yara (main project)
TamasLink (Call Center)
Other projects (Balan, Beno, Karjo, etc.) on a periodic basis
Reporting
Work requests come directly from both the CEO and CTO.
2. Nature of the Role
Although the official title is QA Engineer, the actual responsibilities extend far beyond traditional software testing.
The role combines responsibilities from multiple disciplines:
QA Engineer
Requirement Analyst
Product Analyst
Technical Writer
Bug Investigator
API Tester
Database Inspector
3. Requirement Intake
Requirements do not follow a standardized process.
Typical characteristics:
Received from different stakeholders.
Usually communicated verbally or as short informal messages.
Often consist of only one sentence or a rough idea.
Frequently marked as urgent.
Sometimes conflict with existing business workflows.
Require additional clarification before implementation.
4. Requirement Analysis Process
For clear requirements:
Receive Request
Open Jira
Navigate the current flow
Capture screenshots
Document the requirement
Use ChatGPT with a predefined Jira template
Review
Publish Jira Task
For ambiguous or larger requirements:
Receive Request
Analyze current workflow
Discuss with Frontend / Backend
Reach verbal agreement
Create Jira Task
5. Investigation Workflow
When validating features or investigating bugs, the workflow typically involves several tools.
UI
Browser DevTools
Network Requests
Swagger
MongoDB
Root Cause Analysis
6. Current Toolset
Daily tools include:
Jira
Swagger
MongoDB
Browser DevTools
Bruno
Postman
JMeter
Paint (UI annotation)
The repositories of the backend and frontend applications are also consulted when necessary, although code-reading skills are still at a beginner level.
7. Current Pain Points
A. API Complexity
The biggest time consumer is API investigation.
Reasons include:
Large number of APIs
Difficulty remembering rarely used APIs
Finding the correct endpoint
Understanding API sequences within a business flow
Authentication before testing
Preparing request bodies
Switching between multiple tools
B. Authentication Overhead
Many test sessions require repeating the authentication process.
Typical sequence:
Open Swagger
Captcha API
Login API
Receive Token
Authorize
Start Testing
This workflow may be repeated multiple times every day.
C. Stateful Business Flows
The application is heavily state-driven.
Many APIs cannot be tested independently because business entities must first reach a specific state.
Example:
Create Case
Upload Documents
Expert Review
Approval
Payment
This creates dependencies between APIs and significantly increases investigation time.
D. Test Data Preparation
MongoDB is frequently used to:
Inspect business entities
Verify system state
Modify test data when necessary
E. Context Switching
Knowledge is fragmented across multiple systems:
Jira
Swagger
DevTools
MongoDB
Bruno
Backend code
Frontend code
Product knowledge
A single investigation often requires moving repeatedly between these tools.
8. Current AI Usage
ChatGPT is already integrated into the workflow.
Current use cases include:
Converting raw requirements into structured Jira tickets
Improving wording
Organizing documentation
9. Observations
Based on the current information, the main bottlenecks do not appear to be writing Jira tickets.
Instead, the primary bottlenecks are:
Reconstructing business context.
Finding the correct APIs.
Navigating complex API chains.
Preparing valid test data.
Repeating authentication and setup tasks.
Frequent context switching across tools.
10. Initial Improvement Opportunities
Without changing the product itself, several areas appear promising for future optimization:
Standardized Bruno/Postman collections organized by business flows.
Better use of environments and variables to reduce repetitive authentication work.
Documentation of business flow → API mappings.
Reusable test data and state preparation procedures.
AI-assisted API discovery and workflow navigation.
AI-assisted root cause analysis support.
A centralized QA knowledge base to preserve project knowledge across time and projects.