Skip to content

Documentation Coverage Matrix

This file tracks which features have documentation, screenshots, and E2E test coverage.

Legend

Status Meaning
:white_check_mark: Documented with screenshots
:construction: Partial documentation
:x: Missing documentation

E2E column: number of @allure.story test classes covering that task.


Feature Coverage

QC-026 Open & Navigate Project

ID Story Doc Page Screenshots E2E Status
QC-026.01 Open Existing Project - - 2 :x:
QC-026.02 Create New Project - - 3 :x:
QC-026.03 View Source List - - 1 :x:
QC-026.04 Switch Between Screens - - 2 :x:
QC-026.05 Get Project Context mcp-api.md - 1 :construction:
QC-026.06 Navigate to Source sources.md, mcp-api.md - 1 :construction:
QC-026.07 Agent Open/Close Project mcp-setup.md, mcp-api.md - 2 :construction:

QC-027 Manage Sources

ID Story Doc Page Screenshots E2E Status
QC-027.01 Import Text Document sources.md file-manager-empty.png, file-manager-with-folders.png 1 :white_check_mark:
QC-027.02 Import PDF Document sources.md - 1 :construction:
QC-027.03 Import Image sources.md image-viewer.png 1 :white_check_mark:
QC-027.04 Import Audio/Video sources.md media-player.png 1 :white_check_mark:
QC-027.05 Organize Sources sources.md file-manager-with-folders.png 6 :white_check_mark:
QC-027.06 View Source Metadata - - 1 :x:
QC-027.07 Delete Source - - 1 :x:
QC-027.08 Agent List Sources sources.md, mcp-api.md - 1 :construction:
QC-027.09 Agent Read Source Content sources.md, mcp-api.md - 1 :construction:
QC-027.10 Agent Extract Source Metadata sources.md, mcp-api.md - 1 :construction:
QC-027.11 Import Folder (Bulk) - - 1 :x:
QC-027.12 Agent Add Text Source sources.md, mcp-api.md - 1 :construction:
QC-027.13 Agent Manage Folders sources.md, mcp-api.md - 1 :construction:
QC-027.14 Agent Remove Source sources.md, mcp-api.md - 1 :construction:
QC-027.15 Agent Import File Source sources.md, mcp-api.md - 3 :construction:

QC-027.05 Organize Sources (Folder Management)

ID Story Doc Page Screenshots E2E Status
QC-027.05 Create Folder sources.md, mcp-api.md file-manager-with-folders.png 6 :white_check_mark:
QC-027.05 Rename Folder sources.md, mcp-api.md file-manager-with-folders.png 6 :white_check_mark:
QC-027.05 Delete Folder sources.md, mcp-api.md file-manager-with-folders.png 6 :white_check_mark:
QC-027.05 Move Source to Folder sources.md, mcp-api.md file-manager-with-folders.png 6 :white_check_mark:
QC-027.05 Folder Policies sources.md, mcp-api.md - 6 :construction:

QC-028 Manage Codes

ID Story Doc Page Screenshots E2E Status
QC-028.01 Create New Code codes.md create-code-dialog.png 3 :white_check_mark:
QC-028.02 Create Code Category codes.md create-category-initial.png, create-category-name.png, create-category-parent.png, create-category-filled.png 1 :white_check_mark:
QC-028.03 Edit Code Properties codes.md color-picker-presets.png, color-picker-custom-hex.png, color-picker-selected.png 2 :white_check_mark:
QC-028.04 Merge Codes codes.md duplicate-codes-empty.png, duplicate-codes-list.png, duplicate-codes-similarity.png 1 :white_check_mark:
QC-028.05 Delete Code codes.md delete-code-simple.png, delete-code-warning.png, delete-code-segments-checked.png 1 :white_check_mark:

QC-050 Agent Code Management MCP Tools

ID Story Doc Page Screenshots E2E Status
QC-050.01 rename_code MCP tool ai-features.md, mcp-api.md - 1 :construction:
QC-050.02 update_code_memo MCP tool ai-features.md, mcp-api.md - 1 :construction:
QC-050.03 create_category MCP tool ai-features.md, mcp-api.md - 1 :construction:
QC-050.04 move_code_to_category MCP tool ai-features.md, mcp-api.md - 1 :construction:
QC-050.05 merge_codes MCP tool ai-features.md, mcp-api.md - 1 :construction:
QC-050.06 delete_code MCP tool ai-features.md, mcp-api.md - 1 :construction:
QC-050.07 list_categories MCP tool ai-features.md, mcp-api.md - 1 :construction:
QC-050.08 Tool registration and response format mcp-api.md - 2 :construction:

QC-029 Apply Codes to Text

ID Story Doc Page Screenshots E2E Status
QC-029.01 Select Text and Apply Code coding.md coding-screen-with-codes.png 2 :white_check_mark:
QC-029.02 Apply Multiple Codes coding.md coding-multiple-codes.png 1 :white_check_mark:
QC-029.03 View Coded Segments coding.md coding-screen-selected.png 1 :white_check_mark:
QC-029.04 View Segments for Code coding.md - 1 :construction:
QC-029.05 Remove Coding coding.md - 1 :construction:
QC-029.06 Add Segment Memo coding.md memos-panel.png 2 :white_check_mark:
QC-029.09 List Coded Segments - - 0 :x:

QC-028 Manage Codes (Agent Stories)

ID Story Doc Page Screenshots E2E Status
QC-028.06 List All Codes mcp-api.md - 1 :construction:
QC-028.07 Suggest New Code ai-features.md, mcp-api.md code-suggestions.png 2 :white_check_mark:
QC-028.08 Detect Duplicate Codes ai-features.md, mcp-api.md duplicate-codes.png 2 :white_check_mark:

QC-029 Apply Codes to Text (Agent Stories)

ID Story Doc Page Screenshots E2E Status
QC-029.07 Apply Code to Text Range mcp-api.md - 1 :construction:
QC-029.08 Suggest Codes for Text ai-features.md, mcp-api.md - 1 :construction:

QC-030 AI Features (Researcher Stories)

ID Story Doc Page Screenshots E2E Status
QC-030.01 Code Suggestions ai-features.md code-suggestions-empty.png, code-suggestions-list.png, code-suggestions-details.png 0 :white_check_mark:
QC-030.02 Semantic Search ai-features.md - 0 :x:
QC-030.03 Auto-coding ai-features.md auto-code-pattern.png, auto-code-preview.png 0 :white_check_mark:

QC-031 Apply Codes to AV

ID Story Doc Page Screenshots E2E Status
QC-031.03 Apply Code to Time Range coding.md, mcp-api.md media-player.png 7 :construction:
QC-031.05 Transcribe Media coding.md, mcp-api.md - 2 :construction:
QC-031.06 Detect Speakers coding.md, mcp-api.md - 1 :construction:
QC-031.07 Suggest Codes from Transcript coding.md, mcp-api.md - 1 :construction:

QC-032 Auto-Code

ID Story Doc Page Screenshots E2E Status
QC-032.01 Search Text Pattern - - 1 :x:
QC-032.02 Preview Matches - - 1 :x:
QC-032.03 Apply Code to All Matches - - 1 :x:
QC-032.04 Undo Batch Coding - - 1 :x:
QC-032.05 Auto-Code by Speaker - - 1 :x:
QC-032.06 Find Similar Passages - - 1 :x:

QC-034 Manage Cases

ID Story Doc Page Screenshots E2E Status
QC-034.01 Create Case user-manual - 1 :construction:
QC-034.02 Link Source to Case user-manual - 1 :construction:
QC-034.03 Add Case Attributes user-manual - 1 :construction:
QC-034.04 View Case Data user-manual case-manager-empty.png, case-manager-list.png 1 :white_check_mark:
QC-034.05 List All Cases mcp-api.md - 3 :construction:
QC-034.06 Suggest Case Groupings mcp-api.md - 1 :construction:
QC-034.07 Compare Across Cases mcp-api.md - 0 :construction:
QC-034.08 Case Attribute Detail Panel cases.md case-attribute-detail-expanded.png, case-attribute-typed-badges.png, case-attribute-multiple-expanded.png, case-attribute-filtered.png 5 :white_check_mark:

QC-039 Import Export Formats

ID Story Doc Page Screenshots E2E Status
QC-039.01 Export REFI-QDA Project exchange.md, mcp-api.md exchange-export-menu.png 2 :white_check_mark:
QC-039.02 Import REFI-QDA Project exchange.md, mcp-api.md exchange-import-menu.png 2 :white_check_mark:
QC-039.03 Import RQDA Project exchange.md, mcp-api.md exchange-import-menu.png 2 :white_check_mark:
QC-039.04 Export Codebook exchange.md, mcp-api.md exchange-export-menu.png 1 :white_check_mark:
QC-039.05 Export Coded Text as HTML exchange.md, mcp-api.md exchange-export-menu.png 1 :white_check_mark:
QC-039.06 Import Survey Data exchange.md, mcp-api.md exchange-import-menu.png 2 :white_check_mark:
QC-039.07 Import Code List exchange.md, mcp-api.md exchange-import-menu.png 1 :white_check_mark:

QC-038 Settings

ID Story Doc Page Screenshots E2E Status
QC-038.01 Configure Backups settings.md settings-default-theme.png, settings-dark-theme.png 1 :white_check_mark:
QC-038.02 Change UI Theme settings.md settings-navigation.png 1 :white_check_mark:
QC-038.03 Configure Fonts settings.md settings-full.png 1 :white_check_mark:
QC-038.04 Select Language mcp-setup.md - 1 :construction:
QC-038.05 Configure Timestamp Format - - 1 :x:

QC-049 Observability

ID Story Doc Page Screenshots E2E Status
QC-049.03 Configurable Logging Levels observability.md - 6 :construction:
QC-049.05 User Documentation observability.md - 6 :white_check_mark:

QC-047 S3 Data Store

ID Story Doc Page Screenshots E2E Status
QC-047.01 Store Repository Persistence data-store.md, storage-tools.md settings-data-store.png 1 :white_check_mark:
QC-047.06 MCP Storage Tools storage-tools.md - 1 :white_check_mark:
QC-047.07 Settings Data Store Configuration data-store.md - 2 :white_check_mark:
QC-047.08 Import from S3 Dialog data-store.md import-from-s3-dialog.png 2 :white_check_mark:
QC-047.10 E2E Storage Workflow data-store.md - 1 :construction:
QC-047.11 AppContext Storage Wiring data-store.md - 1 :construction:

QC-048 Version Control

ID Story Doc Page Screenshots E2E Status
QC-048.01 Initialize VCS version-control.md, mcp-api.md - 5 :white_check_mark:
QC-048.02 Auto-commit on Changes version-control.md - 5 :white_check_mark:
QC-048.03 View History version-control.md, mcp-api.md version-history-screen.png 5 :white_check_mark:
QC-048.04 Restore Snapshot version-control.md, mcp-api.md version-history-screen.png 5 :white_check_mark:
QC-048.05 View Diff version-control.md, mcp-api.md version-history-screen.png 5 :white_check_mark:
QC-048.06 Diff Highlighting colors.md - 0 :white_check_mark:

QC-051 Firebase Analytics Import Pipeline

ID Story Doc Page Screenshots E2E Status
QC-051.01 Thematic Analysis Replication firebase-import.md, mcp-api.md - 5 :construction:
QC-051.02 Sheffield / CSV Import firebase-import.md, mcp-api.md - 6 :construction:
QC-051.03 ICPC Replication firebase-import.md, mcp-api.md - 4 :construction:
QC-051.04 Configurable ID Column firebase-import.md, mcp-api.md - 1 :construction:
QC-051.05 Case Merge Behavior firebase-import.md - 1 :construction:
QC-051.07 MCP Tool import_firebase firebase-import.md, mcp-api.md - 1 :construction:

QC-054 Thread-Safe Infrastructure

ID Story Doc Page Screenshots E2E Status
QC-054.01 SingletonThreadPool Connection Factory - - 1 :x:
QC-054.02 Repo Worker Thread Access - - 1 :x:
QC-054.03 Concurrent Repo Access Stress Test - - 1 :x:
QC-054.04 MCP asyncio.to_thread Integration - - 1 :x:
QC-054.05 Pool Cleanup on Project Close - - 1 :x:

Image Inventory

All images in docs/user-manual/images/:

File Manager

  • [x] file-manager-empty.png
  • [x] file-manager-with-folders.png

Coding Screen

  • [x] coding-screen-with-codes.png
  • [x] coding-screen-selected.png

Create Code Dialog

  • [x] create-code-dialog.png

Delete Code

  • [x] delete-code-simple.png
  • [x] delete-code-warning.png
  • [x] delete-code-segments-checked.png

Color Picker

  • [x] color-picker-presets.png
  • [x] color-picker-custom-hex.png
  • [x] color-picker-selected.png

Categories

  • [x] create-category-initial.png
  • [x] create-category-name.png
  • [x] create-category-parent.png
  • [x] create-category-filled.png

Duplicate Codes

  • [x] duplicate-codes-empty.png
  • [x] duplicate-codes-list.png
  • [x] duplicate-codes-similarity.png

AI Features

  • [x] code-suggestions-empty.png
  • [x] code-suggestions-list.png
  • [x] code-suggestions-details.png
  • [x] auto-code-pattern.png
  • [x] auto-code-preview.png

Settings

  • [x] settings-default-theme.png
  • [x] settings-dark-theme.png
  • [x] settings-navigation.png
  • [x] settings-full.png

Cases

  • [x] case-manager-empty.png
  • [x] case-manager-list.png

Media Viewers

  • [x] image-viewer.png
  • [x] media-player.png

Main Window

  • [x] main-window-startup.png

Memos

  • [x] memos-panel.png

Additional Coding

  • [x] coding-multiple-codes.png

Version Control

  • [x] version-history-screen.png (includes inline diff viewer)

Exchange (Import/Export)

  • [x] exchange-import-menu.png
  • [x] exchange-export-menu.png

Backlog Dependencies (ASCII)

Legend: [x] Done  [~] In Progress  [ ] To Do  ──> depends on

═══════════════════════════════════════════════════════════════════════════════
                        QualCoder v2 Backlog Dependencies
═══════════════════════════════════════════════════════════════════════════════

QC-026 [ ] Open & Navigate Project
├── .01 [ ] Open Existing Project
├── .02 [ ] Create New Project
├── .03 [ ] View Source List
├── .04 [ ] Switch Between Screens
├── .05 [ ] Get Project Context
├── .06 [ ] Navigate to Source
└── .07 [x] Agent Open/Close Project

QC-027 [ ] Manage Sources
├── .01 [ ] Import Text Document
├── .02 [ ] Import PDF Document
├── .03 [ ] Import Image Files ·······················╮
├── .04 [ ] Import Audio Video Files ··········╮      │
├── .05 [ ] Organize Sources                   │      │
├── .06 [ ] View Source Metadata               │      │
├── .07 [ ] Delete Source                      │      │
├── .08 [ ] List Sources                       │      │
├── .09 [ ] Read Source Content                │      │
├── .10 [ ] Extract Source Metadata            │      │
├── .11 [ ] Import Folder (Bulk Import)        │      │
├── .12 [x] Agent Add Text Source              │      │
├── .13 [x] Agent Manage Folders               │      │
├── .14 [x] Agent Remove Source                │      │
└── .15 [x] Agent Import File Source           │      │
                                               │      │
QC-028 [~] Manage Codes                        │      │
├── .01 [x] Create New Code ···········╮       │      │
├── .02 [x] Create Code Category ······│──╮    │      │
├── .03 [x] Edit Code Properties ······│──│─╮  │      │
├── .04 [x] Merge Codes ···············│──│─│  │      │
├── .05 [x] Delete Code                │  │ │  │      │
├── .06 [x] List All Codes            │  │ │  │      │
├── .07 [ ] Suggest New Code           │  │ │  │      │
└── .08 [ ] Detect Duplicate Codes     │  │ │  │      │
                                       │  │ │  │      │
QC-029 [~] Apply Codes to Text ·······─│──│─│──│──────│──╮
├── .01 [x] Select Text & Apply Code   │  │ │  │      │  │
├── .02 [x] Apply Multiple Codes       │  │ │  │      │  │
├── .03 [x] View Coded Segments        │  │ │  │      │  │
├── .04 [x] View Segments for Code     │  │ │  │      │  │
├── .05 [x] Remove Coding              │  │ │  │      │  │
├── .06 [x] Add Segment Memo           │  │ │  │      │  │
├── .07 [ ] Apply Code to Text Range   │  │ │  │      │  │
├── .08 [ ] Suggest Codes for Text     │  │ │  │      │  │
└── .09 [x] List Coded Segments        │  │ │  │      │  │
                                       │  │ │  │      │  │
QC-045 [ ] Complete Coding Context     │  │ │  │      │  │
├── .01 [ ] Image Coding Controller ···│──│─│──│──────│──│──╮
├── .02 [ ] Image Coding Screen ·······│──│─│──│──────│──│──│──╮
├── .03 [ ] AV Coding Controller ······│──│─│──│──╮   │  │  │  │
└── .04 [ ] AV Coding Screen ··········│──│─│──│──│─╮ │  │  │  │
                                       │  │ │  │  │ │ │  │  │  │
QC-030 [ ] Apply Codes to Images ◄─────│──│─│──│──│─│─╯──│──╯──╯
├── .01 [ ] Draw Region on Image       │  │ │  │  │ │    │
├── .02 [ ] Apply Code to Image Region │  │ │  │  │ │    │
├── .03 [ ] View Coded Image Regions   │  │ │  │  │ │    │
├── .04 [ ] Remove Image Region Coding │  │ │  │  │ │    │
├── .05 [ ] Detect Image Regions       │  │ │  │  │ │    │
└── .06 [ ] Suggest Codes for Image    │  │ │  │  │ │    │
      depends on: QC-045.01, .02, 027.03  │ │  │  │ │    │
                                       │  │ │  │  │ │    │
QC-031 [ ] Apply Codes to AV ◄────────│──│─│──│──╯─╯    │
├── .01 [ ] Play Media w/ Transcript   │  │ │  │         │
├── .02 [ ] Mark Time Range            │  │ │  │         │
├── .03 [ ] Apply Code to Time Range   │  │ │  │         │
├── .04 [ ] View Coded Timeline        │  │ │  │         │
├── .05 [ ] Transcribe Media           │  │ │  │         │
├── .06 [ ] Detect Speakers            │  │ │  │         │
└── .07 [ ] Suggest Codes from Trans.  │  │ │  │         │
      depends on: QC-045.03, .04, 027.04  │ │  │         │
                                       │  │ │  │         │
                              ╭────────│──│─│──│─────────╯
                              │        │  │ │  │
                              ▼        │  │ │  │
QC-033 [ ] Search & Find               │  │ │  │
├── .01 [ ] Full-Text Search           │  │ │  │
├── .02 [ ] Filter by Code             │  │ │  │
├── .03 [ ] Filter by Source           │  │ │  │
├── .04 [ ] Navigate to Result         │  │ │  │
├── .05 [ ] Save Search                │  │ │  │
├── .06 [ ] Semantic Search            │  │ │  │
├── .07 [ ] Find Related Segments      │  │ │  │
└── .08 [ ] Answer Data Questions      │  │ │  │
      depends on: QC-029, 030, 031     │  │ │  │
                                       │  │ │  │
QC-034 [~] Manage Cases                │  │ │  │
├── .01 [~] Create Case                │  │ │  │
├── .02 [~] Link Source to Case        │  │ │  │
├── .03 [~] Add Case Attributes ·······│──│─│──│─╮
├── .04 [~] View Case Data             │  │ │  │ │
├── .05 [x] List All Cases             │  │ │  │ │
├── .06 [~] Suggest Case Groupings     │  │ │  │ │
├── .07 [~] Compare Across Cases       │  │ │  │ │
└── .08 [x] Case Attribute Detail Panel│  │ │  │ │
      depends on: QC-034.03 ◄──────────│──│─│──│─╯
                                       │  │ │  │
QC-035 [ ] Generate Reports            │  │ │  │
├── .01 [ ] Code Frequencies ··········│──│─│──│──╮
├── .02 [ ] Co-occurrence Matrix       │  │ │  │  │
├── .03 [ ] Export to Spreadsheet      │  │ │  │  │
├── .04 [ ] Visualize Code Distrib.    │  │ │  │  │
├── .05 [ ] Summarize Findings         │  │ │  │  │
├── .06 [ ] Identify Themes            │  │ │  │  │
├── .07 [ ] Generate Insight Report    │  │ │  │  │
└── .08 [ ] Code × Attr Cross-Tab ◄────│──│─│──│──╯
      depends on: QC-029, 030, 031     │  │ │  │
      .08 depends on: 034.03, 035.01   │  │ │  │
                                       │  │ │  │
QC-036 [ ] Collaborate                 │  │ │  │
├── .01 [ ] Switch Coder Identity      │  │ │  │
├── .02 [ ] View Coding by Coder       │  │ │  │
├── .03 [ ] Compare Coders             │  │ │  │
├── .04 [ ] Merge Coding               │  │ │  │
├── .05 [ ] Calculate Reliability      │  │ │  │
├── .06 [ ] Detect Coding Conflicts    │  │ │  │
└── .07 [ ] Suggest Conflict Resoln.   │  │ │  │
      depends on: QC-029, 030, 031     │  │ │  │
                                       │  │ │  │
QC-044 [ ] Visualizations              │  │ │  │
├── .01 [ ] Code Network Graph         │  │ │  │
├── .02 [ ] Code Hierarchy Tree        │  │ │  │
├── .03 [ ] Generate Charts            │  │ │  │
├── .04 [ ] Generate Word Cloud        │  │ │  │
├── .05 [ ] Customize Visualizations   │  │ │  │
├── .06 [ ] Export Visualizations      │  │ │  │
└── .07 [ ] Agent Generate Viz         │  │ │  │
      depends on: QC-029, 030, 031     │  │ │  │
                                       │  │ │  │
QC-037 [ ] Chat with Agent             │  │ │  │
├── .01 [ ] Ask Questions About Data   │  │ │  │
├── .02 [ ] Give Coding Instructions   │  │ │  │
├── .03 [ ] Review Pending Suggestions │  │ │  │
├── .04 [ ] Approve Agent Action       │  │ │  │
├── .05 [ ] Reject Agent Action        │  │ │  │
├── .06 [ ] Execute Multi-Step Task    │  │ │  │
├── .07 [ ] Present Findings Clearly   │  │ │  │
└── .08 [ ] Learn from Feedback        │  │ │  │
      depends on: QC-033, 035, 036     │  │ │  │
                                       │  │ │  │
QC-050 [x] Agent Code Mgmt MCP Tools ◄╯──╯─╯  │
      depends on: QC-028.01, .02, .03          │
QC-051 [x] Replication Tests                   │
      depends on: QC-027, 028, 029, 050        │
═══ STANDALONE (no cross-deps) ════════════════│═════
QC-032 [x] Auto-Code                           │
├── .01-.05 [x] (all done)                     │
├── .06 [ ] Find Similar Passages              │
└── .07 [ ] Batch Apply to Similar             │
QC-038 [x] Settings and Preferences            │
├── .01-.05 [ ] (subtasks pending)             │
QC-039 [x] Import/Export Formats               │
├── .01-.07 [x] (all done)                     │
QC-040 [ ] Data Privacy                        │
├── .01-.05 [ ] (all pending)                  │
QC-041 [ ] References & Bibliography           │
├── .01-.04 [ ] (all pending)                  │
QC-042 [ ] Apply Codes to PDF                  │
├── .01-.05 [ ] (all pending)                  │
QC-043 [ ] Journals and Memos                  │
├── .01-.07 [ ] (all pending)                  │
QC-046 [x] Remove v1→v2 Migration Code         │
QC-048 [x] SQLite DB Version Control           │
QC-049 [x] Observability (Logging/OTEL)        │
QC-054 [x] Thread-Safe AI/Human Collab         │
═══ INFRA PIPELINE ════════════════════════════╯═════

QC-050 [x] Remove Convex Sync
QC-047 [x] S3 Data Store + DVC
QC-051 [x] Firebase Analytics Import Pipeline


═══ CRITICAL PATH (longest chain) ═══════════════════

QC-045 ──> QC-030/031 ──> QC-033 ──╮
                          QC-035 ──┤──> QC-037 Chat with Agent
                          QC-036 ──╯

How to Update This File

  1. After E2E tests pass, check which @allure.story tags were tested
  2. Update the corresponding row in the coverage matrix
  3. Add new screenshots to the Image Inventory section
  4. Change status emoji as appropriate

Adding a New Feature

| QC-XXX.YY | Feature Name | [page.md](user-manual/page.md) | screenshot-name.png | :white_check_mark: |

Marking as Complete

Change :x: or :construction: to :white_check_mark: when: - [ ] Feature is tested with @allure.story - [ ] Documentation page exists and is accurate - [ ] Screenshots are captured and referenced - [ ] All image files exist in docs/user-manual/images/