QC Checklist

1. Installation & Launch

0/8

Installation Process

Installer downloads successfully from website

Verify S3 download link works and file is complete

Windows SmartScreen warning can be bypassed

Click "More info" → "Run anyway" works

Installation completes without errors

No crash during install, all files extracted properly

Desktop shortcut created (if applicable)

Shortcut appears and has correct icon

Application Launch

Application launches without crash

Main window appears, no error dialogs

Splash screen displays correctly

Logo and loading indicator visible

Main sidebar navigation loads all categories

All module categories visible in sidebar

Window resizing works properly

UI elements scale correctly, no clipping

Section Notes & Issues Found:

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2. Authentication & Licensing

0/10

License Validation

License key input field accepts valid format

XXXX-XXXX-XXXX-XXXX format validation

Valid license key activates successfully

API returns success, app unlocks features

Invalid license key shows appropriate error

Clear error message, no crash

License persists after application restart

No need to re-enter license on subsequent launches

Machine ID binding works correctly

License tied to hardware ID

User Authentication

Login with valid credentials succeeds

API authentication works, user info displayed

Login with invalid credentials shows error

Appropriate error message displayed

Two-factor authentication works (if enabled)

TOTP code entry and validation

Logout clears session properly

All user data cleared, login screen shown

Offline mode works when no internet

Cached license allows offline operation

Section Notes & Issues Found:

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3. HVAC Load Calculations

0/12

Room Load Calculator

Room load calculator opens without error

All input fields and tabs visible

Wall/roof/floor heat gain calculates correctly

Compare with manual ASHRAE calculation

Window solar heat gain calculates correctly

SHGC and orientation factors applied

Internal loads (people, lighting, equipment) calculate correctly

Sensible and latent loads separated properly

Ventilation loads calculate correctly

ASHRAE 62.1 outdoor air requirements

Total cooling/heating loads sum correctly

BTU/hr totals match component sum

Weather Data

Weather location selector works (523 locations)

Dropdown populates, search works

Design temperatures load correctly for location

99.6% heating, 0.4% cooling DB/WB

Psychrometric Calculations

Psychrometric chart displays correctly

Saturation curve, RH lines, WB lines visible

State point calculations match ASHRAE tables

DB, WB, DP, RH, W, h, v within 0.1% accuracy

Multiple input methods work (DB+RH, DB+WB, etc.)

All calculation paths produce consistent results

Altitude correction applies correctly

Barometric pressure adjusts with elevation

Section Notes & Issues Found:

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4. Duct & Pipe Sizing

0/10

Duct Sizing

Duct sizer module opens correctly

All input fields visible and responsive

Round duct sizing calculates correctly

Diameter based on CFM and velocity/friction

Rectangular equivalent sizing works

Correct aspect ratio options provided

Friction loss calculation matches ASHRAE charts

in. w.g./100ft values accurate

Fitting pressure drops calculate correctly

Elbows, tees, transitions per ASHRAE tables

Pipe Sizing

Pipe sizer module opens correctly

All pipe materials and systems available

Pipe sizing respects velocity limits

CHW, HW, CW velocity limits enforced

Head loss calculation (Hazen-Williams) accurate

ft/100ft values match reference tables

Multiple pipe materials supported

Copper, steel, PVC with correct IDs

Pump head calculation works

Total system head includes fittings and equipment

Section Notes & Issues Found:

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5. Energy Compliance

0/10

Title 24 Compliance

Title 24-2025 compliance module loads

All climate zones and building types available

NRCC-MCH form generates correctly

All required fields populated

LMCC form generates correctly

Lighting power density calculations accurate

Mandatory measures checklist complete

All mandatory requirements listed

ASHRAE 90.1 Compliance

ASHRAE 90.1-2022 module loads

All climate zones available

Envelope requirements check correctly

U-factors, SHGC limits per climate zone

HVAC efficiency requirements applied

Minimum efficiency tables per equipment type

Lighting power density limits enforced

Space-by-space and building area methods

ECB (Energy Cost Budget) comparison works

Proposed vs baseline building comparison

Compliance report exports to PDF

Complete, formatted report generated

Section Notes & Issues Found:

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6. Equipment Selection

0/8

Equipment Modules

Chiller selection module works

Load input, type selection, manufacturer data

Boiler selection module works

Capacity sizing, efficiency ratings

AHU/RTU selection works

CFM, static pressure, coil selection

Fan selection with performance curves

Operating point on fan curve displayed

Pump selection with curves

GPM, head, efficiency displayed

VAV box selection works

CFM range, reheat coil sizing

Coil selection (heating/cooling) works

Entering/leaving conditions, capacity

Equipment schedules export correctly

Excel/PDF export with all equipment data

Section Notes & Issues Found:

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7. Revit Integration (3 Add-ins)

0/8

Revit Add-in

Revit add-in installs correctly

Appears in Revit ribbon after install

Room data imports from Revit model

Room names, areas, volumes imported

Calculation results export to Revit parameters

Load values written to room parameters

gbXML export/import works

Building geometry transfers correctly

JAS Clash Detection Add-in

Clash detection runs on selected elements

Detects MEP clashes with clearance tolerance

Clash browser highlights conflicts

Navigate to each clash location in model

Model health check runs correctly

QA/QC audit detects disconnected systems

Coordination section images export

Section views exported for coordination review

Section Notes & Issues Found:

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8. AI Features

0/8

Ollama Integration

Ollama auto-installer works

Downloads and installs Ollama if not present

Model download and management works

Can download/delete LLM models

AI chat assistant responds correctly

Context-aware HVAC responses

Proactive AI Features

Auto equipment schedule generation works

AI generates schedules from project data

Sequence of operations auto-generation

AI creates SOO from system configuration

Design validation suggestions work

AI identifies potential issues

RAG (document retrieval) works

AI answers questions from uploaded docs

Multiple AI providers work (if configured)

OpenAI, Anthropic, local Ollama options

Section Notes & Issues Found:

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9. Project Management

0/8

File Operations

New project creation works

Project info dialog, initial setup

Project saves correctly (.mep file)

All project data persisted

Project opens correctly from file

All saved data restored properly

Recent files list works

Recent projects accessible from menu

Export Functions

PDF export works for reports

Clean, formatted PDF output

Excel export works for schedules

Proper formatting, all data included

IFC export works

Valid IFC file generated

gbXML export works

Valid gbXML for energy modeling

Section Notes & Issues Found:

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10. UI/UX & General

0/10

User Interface

All sidebar categories expand/collapse

Smooth animation, no visual glitches

All modules launch from sidebar

Every link opens correct module

Tab navigation works in all modules

Tabs switch content correctly

Scroll bars visible on all scrollable areas

No hidden content due to missing scrollbars

Form validation shows clear errors

Invalid input highlighted with message

Performance & Stability

Application responsive during calculations

UI doesn't freeze during heavy computation

Memory usage stays reasonable

No memory leaks over extended use

No crashes during normal operation

Stable through typical workflows

Error handling graceful (no unhandled exceptions)

Errors show friendly message, app continues

Application closes cleanly

No zombie processes, prompts to save unsaved work

Section Notes & Issues Found:

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Overall Progress

1. Installation & Launch

Installation Process

Application Launch

2. Authentication & Licensing

License Validation

User Authentication

3. HVAC Load Calculations

Room Load Calculator

Weather Data

Psychrometric Calculations

4. Duct & Pipe Sizing

Duct Sizing

Pipe Sizing

5. Energy Compliance

Title 24 Compliance

ASHRAE 90.1 Compliance

6. Equipment Selection

Equipment Modules

7. Revit Integration (3 Add-ins)

Revit Add-in

JAS Clash Detection Add-in

8. AI Features

Ollama Integration

Proactive AI Features

9. Project Management

File Operations

Export Functions

10. UI/UX & General

User Interface

Performance & Stability

Test Summary