Milestones

Comprehensive reference for milestone tracking and quality gate management in Qualflare.

Overview

Milestones represent significant testing checkpoints such as releases, sprint completions, or quality gates. They provide visibility into testing progress, defect resolution, and release readiness.

Milestone List View

The milestones list provides an overview of all milestones in the current project.

Columns

Column	Description
Name	Milestone identifier (e.g., "v2.0 Release", "Sprint 24")
Target Date	Planned completion date
Status	Current milestone state with color indicator
Test Progress	Pass rate percentage (passed / total tests)
Defect Count	Open defects by severity
Completion	Overall progress percentage

Status Indicators

Status	Color	Icon	Description
Planned	Gray	📋	Future milestone, not yet started
Active	Blue	🔄	Currently being tracked
Completed	Green	✅	All quality gates met
Overdue	Red	⚠️	Target date passed, not complete

Filters

Filter milestones by:

• Status: Planned, Active, Completed, Overdue
• Date Range: Target date within range
• Tags: Custom labels (e.g., "release", "sprint", "quarterly")
• Created Date: When milestone was created

Sorting

Sort by any column:

• Target Date: See upcoming milestones first
• Status: Group by milestone state
• Completion: Most or least complete first
• Name: Alphabetical order

Quick Actions

Hover over any milestone row to reveal:

• View: Open milestone detail page
• Edit: Quick edit name, target date, status
• Mark Complete: Change status to Completed
• Clone: Create copy with same tests and gates
• Delete: Remove milestone (requires confirmation)

Milestone Detail View

The milestone detail page displays comprehensive progress tracking for a single milestone.

Header Section

Field	Description
Name	Milestone identifier
Status Badge	Current state with color indicator
Target Date	Planned completion date
Days Remaining	Countdown to target date (or days overdue)
Creator	User who created the milestone
Created Date	When milestone was created

Progress Summary

Key metrics displayed prominently:

Metric	Description
Overall Progress	Combined score of test coverage, pass rate, and defect resolution
Test Coverage	Percentage of required tests that have been executed
Pass Rate	Percentage of executed tests that passed
Open Defects	Count by severity (critical, high, medium, low)
Quality Gates	Number of gates passed / total gates

Progress Visualizations

Trend Chart

Line chart showing progress over time:

• X-axis: Timeline from milestone creation to target date
• Y-axis: Pass rate percentage (0-100%)
• Line colors:
  • Blue: Actual pass rate
  • Gray: Target pass rate (if quality gate configured)
• Data points: Daily snapshots of test execution

Defect Burndown

Bar chart showing defect counts over time:

• X-axis: Timeline
• Y-axis: Open defect count
• Stacked bars: Critical (red), High (orange), Medium (yellow), Low (green)
• Trend line: Shows overall defect reduction

Coverage Pie Chart

Visual breakdown of test execution status:

• Green: Passed tests
• Red: Failed tests
• Gray: Not executed
• Yellow: Skipped

Included Tests Section

Lists all tests associated with the milestone.

Test List Columns

Column	Description
Test Case	Name of the test
Suite	Parent test suite (if any)
Last Run	Most recent execution date
Last Result	Pass/Fail status of last run
Environment	Test environment used
Linked Defects	Count of defects from this test

Test Actions

• Add Tests: Add more tests to the milestone
• Remove Tests: Unlink tests from milestone
• Run All: Execute all included tests
• Run Failed: Re-run only failed tests
• View Details: Open test case detail page

Linked Defects Section

Shows all defects associated with the milestone.

Defect List Columns

Column	Description
Defect ID	Unique identifier (e.g., DEF-123)
Title	Summary of the issue
Severity	Impact level with color coding
Status	Current lifecycle state
Assignee	User responsible for fix
Linked Tests	Which test failures discovered this bug

Defect Actions

• Filter by Severity: Show only critical/high defects
• Filter by Status: Show only open defects
• Add Defects: Link existing defects to milestone
• Unlink Defects: Remove defect from milestone
• Export: Export defect list as CSV

Quality Gates Section

Configured quality thresholds that must be met for milestone completion.

Gate Display

Each gate shows:

Field	Description
Gate Name	Identifier (e.g., "Minimum Pass Rate")
Threshold	Required value (e.g., "95%")
Current Value	Actual value (e.g., "92%")
Status	✔ Met or ✘ Not Met
Trend	Improving (↑), Stable (→), Declining (↓)

Gate Types

Gate Type	Description	Example Threshold
Pass Rate	Minimum percentage of passing tests	95%
Coverage	Minimum percentage of tests executed	100%
Critical Defects	Maximum count of open critical defects	0
High Defects	Maximum count of open high-severity defects	5
Defect Resolution	Minimum percentage of resolved defects	80%

Execution History

Timeline of test launches related to the milestone.

Column	Description
Launch Name	Name of test execution
Date	When the launch was run
Environment	Test environment
Tests Run	Number of tests executed
Pass Rate	Percentage of passing tests
Duration	How long the launch took

Click any launch to view detailed results.

Create/Edit Milestone UI

Creating a New Milestone

Access from: Milestones list → Click "New Milestone" button

Required Fields:

• Name: Clear milestone identifier

Optional Fields:

• Description: Purpose and context
• Target Date: Planned completion date
• Tags: Labels for organization
• Quality Gates: Configured thresholds

Field Descriptions

Name

• Maximum Length: 100 characters
• Examples: "v2.0 Release", "Sprint 24", "Q1 GA", "Production Readiness"
• Best Practice: Include version or sprint number

Description

• Format: Multi-line text
• Purpose: Explain milestone goals, scope, and context
• No length limit

Target Date

• Format: Date picker
• Validation: Must be future date for new milestones
• Timezone: Uses workspace timezone setting

Tags

• Free-text labels for organization
• Separate multiple tags with commas
• Common uses: release, sprint, quarterly, hotfix
• No predefined tags - create as needed

Test Selection

After creating the milestone, add tests:

Add Individual Tests

1. Click "Add Tests" button
2. Search and select test cases
3. Filter by suite, tags, or custom criteria
4. Click "Add Selected Tests"

Add from Test Suites

1. Click "Add Tests" → "From Suite"
2. Select test suite(s)
3. Choose to add:
   • All tests in suite
   • Specific tests within suite
4. Click "Add"

Add from Test Plans

1. Click "Add Tests" → "From Test Plan"
2. Select test plan
3. All tests in plan are added to milestone
4. Click "Add"

Bulk Add

Select multiple items across suites and plans:

• Use filters to narrow down
• Select checkboxes
• Add all at once

Quality Gate Configuration

Configure thresholds that must be met for completion.

Adding Quality Gates

1. Click "Add Quality Gate" button
2. Select gate type from dropdown
3. Set threshold value
4. Configure additional options (if applicable)
5. Click "Save Gate"

Gate Configuration Options

Gate Type	Configuration Options
Pass Rate	Minimum percentage (0-100%), include/exclude skipped
Coverage	Minimum percentage (0-100%)
Critical Defects	Maximum count (0 or higher)
High Defects	Maximum count (0 or higher)
Defect Resolution	Minimum percentage (0-100%)

Gate Severity

Each gate can be marked as:

• Blocking: Milestone cannot complete if gate not met
• Warning: Display warning but allow completion
• Informational: For tracking only, no impact on completion

Editing an Existing Milestone

Access: Click "Edit" button on milestone detail page

All fields are editable except:

• Creator: Read-only
• Created Date: Read-only

Auto-Save: Drafts are saved automatically every 30 seconds

Milestone Actions

Available actions depend on milestone status and user permissions.

Mark Complete

When: All quality gates are met (or warning gates acknowledged)

Steps:

1. Click "Mark Complete" button
2. Review quality gate status
3. For unmet warning gates, acknowledge with reason
4. Optional: Add completion notes
5. Click "Complete Milestone"

Result:

• Status changes to Completed
• Completion date recorded
• Progress snapshot saved
• Notification sent to stakeholders

Validation:

• All blocking gates must be met
• Target date may be in the past (overdue allowed)
• Requires milestone edit permission

Reopen

When: Completed milestone needs to be active again

Steps:

1. Click "Reopen" button (available on Completed milestones)
2. Optional: Add new target date
3. Required: Add explanation
4. Click "Reopen Milestone"

Result:

• Status changes to Active
• Previous completion date archived
• Quality gates re-evaluated
• Activity logged

Common Reasons:

• New defects found after completion
• Additional testing required
• Release postponed

Clone

When: Creating similar milestone with same configuration

Steps:

1. Click "Clone" button
2. Edit cloned milestone details:
   • Name (auto-prefixed with "Copy of")
   • Target date
   • Tests (same as original)
   • Quality gates (same as original)
3. Click "Create Milestone"

Result:

• New milestone created with identical configuration
• Original milestone unchanged
• Tests and gates copied (not linked)

Use Cases:

• Recurring sprint milestones
• Similar release criteria
• Template for future milestones

Archive

When: Milestone is old and no longer relevant

Steps:

1. Click "Archive" button
2. Confirm archival
3. Optional: Add reason

Result:

• Milestone hidden from default views
• Still accessible via "Show Archived" filter
• No longer counts in active metrics
• Data preserved for historical reporting

Best For:

• Old releases
• Completed sprints
• Historical milestones

Delete

When: Milestone was created in error or is no longer needed

Steps:

1. Click "Delete" button
2. Confirm deletion
3. Type milestone name to confirm
4. Click "Delete Permanently"

Result:

• Milestone and all data permanently removed
• Tests remain (not deleted)
• Defects remain (not deleted)
• Cannot be undone

Restrictions:

• Cannot delete Active milestones
• Cannot delete Completed milestones less than 30 days old
• Requires milestone delete permission

Generate Report

When: Creating stakeholder communication or archival documentation

Steps:

1. Click "Generate Report" button
2. Select report type:
   • Executive Summary (1 page)
   • Detailed Report (all metrics and trends)
   • Slide Deck (PowerPoint/PDF with charts)
3. Choose format: PDF or HTML
4. Click "Generate"

Result:

• Report generated with current milestone data
• Includes all charts and visualizations
• Available for download or sharing
• Generated report does not auto-update

Report Contents:

• Milestone overview and goals
• Progress metrics and trends
• Quality gate status
• Test coverage breakdown
• Defect summary by severity
• Execution history timeline

Progress Tracking UI

Real-Time Updates

Milestone progress updates automatically as tests execute:

• Live Pass Rate: Updates as case runs complete
• Defect Counts: Refresh when defects change
• Gate Status: Recalculated on each data change
• Trend Charts: New data points added daily

Progress Calculation Methods

Overall Progress

Combined score of three factors:

Overall Progress = (Coverage Score × 0.3) + (Pass Rate Score × 0.4) + (Defect Score × 0.3)

Component Scores:

• Coverage Score: Tests executed / Total tests
• Pass Rate Score: Tests passed / Tests executed
• Defect Score: Weighted defect resolution (critical defects have higher impact)

Test Coverage

Coverage = (Executed Tests / Total Included Tests) × 100

• Executed: Tests with at least one case run
• Total: All tests added to milestone
• Minimum: 0%, Maximum: 100%

Pass Rate

Pass Rate = (Passed Tests / Executed Tests) × 100

• Passed: Most recent case run result
• Executed: Tests with at least one case run
• Minimum: 0%, Maximum: 100%
• Skipped Tests: Excluded from calculation by default

Defect Progress

Defect resolution score based on severity weights:

Severity	Weight
Critical	4 points
High	3 points
Medium	2 points
Low	1 point

Defect Score = 1 - (Current Weighted Count / Initial Weighted Count)

• Initial Count: Snapshot when milestone created
• Current Count: Open defects at time of calculation
• Higher Score: Better (more defects resolved)

Trend Visualization

Pass Rate Trend

Line chart showing test success over time:

• Data Points: Daily snapshots at midnight
• Interpolation: Lines connect daily points
• Projection: Dotted line shows trend to target date

Defect Trend

Stacked bar chart showing defect counts:

• Daily Snapshots: Open defects at end of each day
• Stacked by Severity: Critical on top, low on bottom
• Trend Line: Shows total defect count over time

Velocity Metrics

Track how quickly progress is made:

Metric	Description
Tests per Day	Average tests executed (last 7 days)
Defects per Day	Average defects resolved (last 7 days)
Days to Target	Estimated days until completion (based on current velocity)
On Track?	Yes/No based on velocity comparison to required rate

Quality Gates

Gate Status Indicators

Each gate displays its current status:

Status	Icon	Color	Meaning
Met	✔	Green	Current value meets or exceeds threshold
Not Met	✘	Red	Current value below threshold
Pending	⏳	Gray	Insufficient data to evaluate
Warning	⚠	Yellow	Gate not met but marked as warning only

Gate Evaluation

Gates are evaluated when:

• A test case run completes
• A defect status changes
• A defect is linked/unlinked
• Manually triggered (Refresh button)

Evaluation Logic:

If Gate Type == Pass Rate:
    If (PassedTests / ExecutedTests) >= Threshold:
        Status = Met
    Else:
        Status = Not Met

Gate Configuration Examples

Release Readiness Gates

Gate	Threshold	Severity
Pass Rate	95%	Blocking
Coverage	100%	Blocking
Critical Defects	0	Blocking
High Defects	3	Warning

Sprint Completion Gates

Gate	Threshold	Severity
Pass Rate	90%	Blocking
Coverage	90%	Warning
Critical Defects	0	Blocking
High Defects	5	Warning

Quality Gates for Staging

Gate	Threshold	Severity
Pass Rate	98%	Blocking
Coverage	100%	Blocking
Critical Defects	0	Blocking
High Defects	0	Blocking
Medium Defects	2	Warning

Gate Trend Analysis

Each gate shows trend direction:

Trend	Icon	Meaning
Improving	↑	Value moving toward threshold
Stable	→	Value consistent (within 2% variance)
Declining	↓	Value moving away from threshold
Unknown	?	Insufficient data for trend calculation

Trend Calculation:

• Compares current value to value 7 days ago
• Requires at least 3 data points
• Updates daily

Charts and Visualizations

Chart Types

Trend Line Chart

Purpose: Show progress over time

Used For:

• Pass rate trend
• Defect count trend
• Coverage growth

Features:

• X-axis: Timeline
• Y-axis: Percentage or count
• Hover for exact values
• Click to zoom in on time period

Pie Chart

Purpose: Show distribution at a point in time

Used For:

• Test execution status (passed/failed/skipped/not run)
• Defect severity distribution

Features:

• Color-coded segments
• Percentage labels
• Click segment to filter list

Bar Chart

Purpose: Compare values across categories

Used For:

• Defects by component
• Test results by suite
• Execution history by launch

Features:

• Horizontal or vertical orientation
• Stacked bars for subcategories
• Color coding by status

Progress Bar

Purpose: Quick visual indicator of completion

Used For:

• Overall milestone progress
• Individual gate progress
• Test coverage

Features:

• Color: Green (on track), Yellow (at risk), Red (behind)
• Percentage label
• Animated on updates

Chart Interactions

Common Interactions:

• Hover: Show exact values and timestamps
• Click: Drill down to detailed data
• Zoom: Expand time range (line charts)
• Filter: Click legend items to show/hide (pie/bar charts)
• Export: Download as PNG or SVG

Milestone Status Indicators

Status Flow

Planned → Active → Completed
          ↓
       Overdue

Planned Status

Description: Future milestone, not yet started

Automatically transitions to Active:

• Target date arrives, OR
• First test is executed

Available Actions:

• Edit all fields
• Add/remove tests
• Configure quality gates
• Delete (if no test executions)

Active Status

Description: Currently being tracked, tests executing

Automatically transitions to:

• Completed: When manually marked complete
• Overdue: When target date passes (if not complete)

Available Actions:

• Execute tests
• Link defects
• Update quality gates
• Mark complete
• Edit most fields

Completed Status

Description: All quality gates met, milestone finished

Available Actions:

• View all data (read-only)
• Reopen (makes Active again)
• Generate reports
• Archive (after 30 days)

Overdue Status

Description: Target date passed, not yet complete

Automatically transitions to:

• Active: If tests are still executing
• Completed: When marked complete

Visual Indicators:

• Red status badge
• Days overdue shown (negative number)
• Warning icon in milestone list

Available Actions:

• All Active actions available
• Update target date (removes overdue status)

Test and Defect Association

Test Association

Adding Tests to Milestones:

Methods:

1. Manual Selection: Add individual test cases
2. From Suite: Add all or selected tests from a suite
3. From Plan: Add all tests from a test plan
4. Clone: Copy tests from another milestone

Test Display in Milestone:

• Test name and suite
• Last execution result
• Last execution date
• Linked defect count

Removing Tests from Milestones:

• Click "Remove" on test row
• Confirm removal
• Test remains in system (not deleted)
• Historical test results preserved

Defect Association

Linking Defects to Milestones:

Methods:

1. From Defect: Select milestone in defect edit form
2. From Milestone: Add existing defects via "Link Defects"
3. Auto-link: Defects created from failed tests in milestone launches

Defect Display in Milestone:

• Defect ID and title
• Severity with color coding
• Current status
• Assignee
• Source test (if created from failure)

Unlinking Defects from Milestones:

• Click "Unlink" on defect row
• Confirm unlink
• Defect remains in system (not deleted)
• Historical data preserved

Association Behavior

Test Execution Impact:

• When a test linked to milestone executes, milestone progress updates
• Pass rate recalculated
• Coverage increases
• New defects linked to milestone if created from failures

Defect Status Impact:

• When linked defect status changes, defect score recalculates
• Resolved defects improve defect score
• New defects decrease defect score
• Critical defects have highest impact

Double Association:

• A test can be in multiple milestones
• A defect can be linked to multiple milestones
• Each milestone tracks independently

Related Features

• Milestones Concept - Understanding milestone structure and use cases
• Defects Reference - Tracking defects toward milestone completion
• Track Defects Guide - Linking defects to milestones
• Test Plans - Tests contributing to milestones
• Launches - Test runs tracking toward milestones