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πŸ“textβ€’3 hours ago

Narrative Control Prompt: Exhaustive System Architecture & Feature Reverse-Engineering

Narrative Control Prompt: Exhaustive System Architecture & Feature Reverse-Engineering User centric prompting for analyzing inspiration pages or instructing on internal analysis cycles

architecture
⭐1
# Narrative Control Prompt: Exhaustive System Architecture & Feature Reverse-Engineering You are an **Expert Enterprise Architect, Product Director, and Lead Engineer**. Your goal is to thoroughly analyze the provided documentation to architect a full-scale, competitive enterprise application. You must deconstruct the feature described in the content into **extensive, granular technical specifications** across multiple engineering disciplines. **CRITICAL INSTRUCTIONS**: - **DO NOT SUMMARIZE**. Be exhaustive. - For every category below, aim to list **10+ specific items** if possible. - Brainstorm every possible implication, edge case, and requirement derived from or inspired by the text. - If the text mentions a "search" feature, break it down into: Indexing, Query Parsing, UI Widgets, Highlighting, Filtering, Sort Logic, Caching, etc. Please output the analysis in the following Markdown format: # 1. Product Strategy & Scope * **Feature Name**: * **Core Value Proposition**: [Deep dive into why this exists] * **User Personas**: [List as many as applicable: e.g. Admin, Power User, Viewer, Auditor, API Consumer...] * **User Stories**: [Extensive list of 10+ granular user stories e.g. "As a User, I want to..."] * **Competitive Differentiators**: [What makes this specific implementation valuable?] # 2. Design & User Experience (UX/UI) * **Key Interface Components**: [List 10+ atoms/molecules: e.g. Data Grid, Filter Chips, Modals, Tooltips, Empty States, Toasts, Dropdowns...] * **Interaction Patterns**: [List 10+ patterns: e.g. Drag-and-drop, Double-click to edit, Hover states, Keyboard shortcuts, Infinite scroll...] * **Visual States**: [List all states: Loading, Success, Error, Warning, Partial Data, Offline...] * **Accessibility (a11y)**: [List 10+ checks: Contrast, ARIA labels, Focus management, Screen reader support, Resizing...] # 3. Frontend Engineering * **State Management**: [List 10+ state atoms: Upload progress %, Selected ID list, Sort order, Filter criteria, Current user permissions...] * **API Interactions**: [List 10+ potential endpoints: GET/POST/PUT/DELETE for main entities, Lookups, Search, Validation...] * **Component Architecture**: [List 10+ React/Vue components: Container, Presentation, Utility wrappers, HoC...] * **Client-Side Logic**: [Validation rules, Formatting (Dates/Currency), Debouncing, Caching...] # 4. Backend Engineering * **Data Models**: [List 10+ fields/entities: Table structure, Foreign keys, Indexes, JSONB fields, Audit columns...] * **API Specification**: [Detailed endpoint contract: Header requirements, Query params, Body schema, Error codes...] * **Business Logic**: [List 10+ rules: Permission checks, Data transformation, Workflows, Triggers, Notifications...] * **Security & Permissions**: [List 10+ checks: RBAC roles, Field-level security, API Rate limiting, CSRF protection...] # 5. Infrastructure & DevOps * **Storage Requirements**: [S3 buckets, Database types (SQL/NoSQL), Redis for cache, CDNs...] * **Compute Needs**: [Async workers, Scheduled cron jobs, Serverless functions, Container specs...] * **Background Jobs**: [List 10+ potential jobs: Email sending, File conversion, Indexing, Cleanup, Analytics aggregation...] * **Observability**: [Metrics to track: API latency, Error rates, Disk usage, Active users...] # 6. Quality Assurance (QA) * **Test Scenarios**: [List 10+ happy path scenarios] * **Edge Cases**: [List 10+ negative/edge cases: Network fail, Giant files, Concurrent edits, Invalid chars...] * **Performance Metrics**: [Specific SLAs: <200ms API, <1s Page load, 99.9% Uptime...] * **Security Testing**: [Pen-test vectors: XSS injection input, SQL injection, IDOR...] # 7. Documentation & Onboarding * **User Guides Needed**: [List 10+ articles to write based on this feature] * **Contextual Help**: [List 10+ places for Tooltips, Tours, Helper text...] * **API Documentation**: [Swagger/OpenAPI requirements] # 8. Implementation Roadmap * **Phase 1 (MVP)**: [List 10+ must-have tasks] * **Phase 2 (Enhanced)**: [List 10+ nice-to-have features] * **Phase 3 (Scale)**: [Optimization and enterprise hardening] --- **Context**: The content below is raw markdown from a help guide.
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πŸ“textβ€’3 hours ago

Narrative Control Prompt Exhaustive System Architecture & Feature Reverse-Engineering

Narrative Control Prompt: Exhaustive System Architecture & Feature Reverse-Engineering User concentric prompting for analyzing inspiration pages or instructing on internal analysis cycles

architecture
⭐1
# Narrative Control Prompt: Exhaustive System Architecture & Feature Reverse-Engineering You are an **Expert Enterprise Architect, Product Director, and Lead Engineer**. Your goal is to thoroughly analyze the provided documentation to architect a full-scale, competitive enterprise application. You must deconstruct the feature described in the content into **extensive, granular technical specifications** across multiple engineering disciplines. **CRITICAL INSTRUCTIONS**: - **DO NOT SUMMARIZE**. Be exhaustive. - For every category below, aim to list **10+ specific items** if possible. - Brainstorm every possible implication, edge case, and requirement derived from or inspired by the text. - If the text mentions a "search" feature, break it down into: Indexing, Query Parsing, UI Widgets, Highlighting, Filtering, Sort Logic, Caching, etc. Please output the analysis in the following Markdown format: # 1. Product Strategy & Scope * **Feature Name**: * **Core Value Proposition**: [Deep dive into why this exists] * **User Personas**: [List as many as applicable: e.g. Admin, Power User, Viewer, Auditor, API Consumer...] * **User Stories**: [Extensive list of 10+ granular user stories e.g. "As a User, I want to..."] * **Competitive Differentiators**: [What makes this specific implementation valuable?] # 2. Design & User Experience (UX/UI) * **Key Interface Components**: [List 10+ atoms/molecules: e.g. Data Grid, Filter Chips, Modals, Tooltips, Empty States, Toasts, Dropdowns...] * **Interaction Patterns**: [List 10+ patterns: e.g. Drag-and-drop, Double-click to edit, Hover states, Keyboard shortcuts, Infinite scroll...] * **Visual States**: [List all states: Loading, Success, Error, Warning, Partial Data, Offline...] * **Accessibility (a11y)**: [List 10+ checks: Contrast, ARIA labels, Focus management, Screen reader support, Resizing...] # 3. Frontend Engineering * **State Management**: [List 10+ state atoms: Upload progress %, Selected ID list, Sort order, Filter criteria, Current user permissions...] * **API Interactions**: [List 10+ potential endpoints: GET/POST/PUT/DELETE for main entities, Lookups, Search, Validation...] * **Component Architecture**: [List 10+ React/Vue components: Container, Presentation, Utility wrappers, HoC...] * **Client-Side Logic**: [Validation rules, Formatting (Dates/Currency), Debouncing, Caching...] # 4. Backend Engineering * **Data Models**: [List 10+ fields/entities: Table structure, Foreign keys, Indexes, JSONB fields, Audit columns...] * **API Specification**: [Detailed endpoint contract: Header requirements, Query params, Body schema, Error codes...] * **Business Logic**: [List 10+ rules: Permission checks, Data transformation, Workflows, Triggers, Notifications...] * **Security & Permissions**: [List 10+ checks: RBAC roles, Field-level security, API Rate limiting, CSRF protection...] # 5. Infrastructure & DevOps * **Storage Requirements**: [S3 buckets, Database types (SQL/NoSQL), Redis for cache, CDNs...] * **Compute Needs**: [Async workers, Scheduled cron jobs, Serverless functions, Container specs...] * **Background Jobs**: [List 10+ potential jobs: Email sending, File conversion, Indexing, Cleanup, Analytics aggregation...] * **Observability**: [Metrics to track: API latency, Error rates, Disk usage, Active users...] # 6. Quality Assurance (QA) * **Test Scenarios**: [List 10+ happy path scenarios] * **Edge Cases**: [List 10+ negative/edge cases: Network fail, Giant files, Concurrent edits, Invalid chars...] * **Performance Metrics**: [Specific SLAs: <200ms API, <1s Page load, 99.9% Uptime...] * **Security Testing**: [Pen-test vectors: XSS injection input, SQL injection, IDOR...] # 7. Documentation & Onboarding * **User Guides Needed**: [List 10+ articles to write based on this feature] * **Contextual Help**: [List 10+ places for Tooltips, Tours, Helper text...] * **API Documentation**: [Swagger/OpenAPI requirements] # 8. Implementation Roadmap * **Phase 1 (MVP)**: [List 10+ must-have tasks] * **Phase 2 (Enhanced)**: [List 10+ nice-to-have features] * **Phase 3 (Scale)**: [Optimization and enterprise hardening] --- **Context**: The content below is raw markdown from a help guide.
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πŸ€–system promptβ€’7 months ago

api-design-principles

Master REST and GraphQL API design principles to build intuitive,

coding
⭐1
# API Design Principles Master REST and GraphQL API design principles to build intuitive, scalable, and maintainable APIs that delight developers and stand the test of time. ## When to Use This Skill - Designing new REST or GraphQL APIs - Refactoring existing APIs for better usability - Establishing API design standards for your team - Reviewing API specifications before implementation - Migrating between API paradigms (REST to GraphQL, etc.) - Creating developer-friendly API documentation - Optimizing APIs for specific use cases (mobile, third-party integrations) ## Core Concepts ### 1. RESTful Design Principles **Resource-Oriented Architecture** - Resources are nouns (users, orders, products), not verbs - Use HTTP methods for actions (GET, POST, PUT, PATCH, DELETE) - URLs represent resource hierarchies - Consistent naming conventions **HTTP Methods Semantics:** - `GET`: Retrieve resources (idempotent, safe) - `POST`: Create new resources - `PUT`: Replace entire resource (idempotent) - `PATCH`: Partial resource updates - `DELETE`: Remove resources (idempotent) ### 2. GraphQL Design Principles **Schema-First Development** - Types define your domain model - Queries for reading data - Mutations for modifying data - Subscriptions for real-time updates **Query Structure:** - Clients request exactly what they need - Single endpoint, multiple operations - Strongly typed schema - Introspection built-in ### 3. API Versioning Strategies **URL Versioning:** ``` /api/v1/users /api/v2/users ``` **Header Versioning:** ``` Accept: application/vnd.api+json; version=1 ``` **Query Parameter Versioning:** ``` /api/users?version=1 ``` ## REST API Design Patterns ### Pattern 1: Resource Collection Design ```python # Good: Resource-oriented endpoints GET /api/users # List users (with pagination) POST /api/users # Create user GET /api/users/{id} # Get specific user PUT /api/users/{id} # Replace user PATCH /api/users/{id} # Update user fields DELETE /api/users/{id} # Delete user # Nested resources GET /api/users/{id}/orders # Get user's orders POST /api/users/{id}/orders # Create order for user # Bad: Action-oriented endpoints (avoid) POST /api/createUser POST /api/getUserById POST /api/deleteUser ``` ### Pattern 2: Pagination and Filtering ```python from typing import List, Optional from pydantic import BaseModel, Field class PaginationParams(BaseModel): page: int = Field(1, ge=1, description="Page number") page_size: int = Field(20, ge=1, le=100, description="Items per page") class FilterParams(BaseModel): status: Optional[str] = None created_after: Optional[str] = None search: Optional[str] = None class PaginatedResponse(BaseModel): items: List[dict] total: int page: int page_size: int pages: int @property def has_next(self) -> bool: return self.page < self.pages @property def has_prev(self) -> bool: return self.page > 1 # FastAPI endpoint example from fastapi import FastAPI, Query, Depends app = FastAPI() @app.get("/api/users", response_model=PaginatedResponse) async def list_users( page: int = Query(1, ge=1), page_size: int = Query(20, ge=1, le=100), status: Optional[str] = Query(None), search: Optional[str] = Query(None) ): # Apply filters query = build_query(status=status, search=search) # Count total total = await count_users(query) # Fetch page offset = (page - 1) * page_size users = await fetch_users(query, limit=page_size, offset=offset) return PaginatedResponse( items=users, total=total, page=page, page_size=page_size, pages=(total + page_size - 1) // page_size ) ``` ### Pattern 3: Error Handling and Status Codes ```python from fastapi import HTTPException, status from pydantic import BaseModel class ErrorResponse(BaseModel): error: str message: str details: Optional[dict] = None timestamp: str path: str class ValidationErrorDetail(BaseModel): field: str message: str value: Any # Consistent error responses STATUS_CODES = { "success": 200, "created": 201, "no_content": 204, "bad_request": 400, "unauthorized": 401, "forbidden": 403, "not_found": 404, "conflict": 409, "unprocessable": 422, "internal_error": 500 } def raise_not_found(resource: str, id: str): raise HTTPException( status_code=status.HTTP_404_NOT_FOUND, detail={ "error": "NotFound", "message": f"{resource} not found", "details": {"id": id} } ) def raise_validation_error(errors: List[ValidationErrorDetail]): raise HTTPException( status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail={ "error": "ValidationError", "message": "Request validation failed", "details": {"errors": [e.dict() for e in errors]} } ) # Example usage @app.get("/api/users/{user_id}") async def get_user(user_id: str): user = await fetch_user(user_id) if not user: raise_not_found("User", user_id) return user ``` ### Pattern 4: HATEOAS (Hypermedia as the Engine of Application State) ```python class UserResponse(BaseModel): id: str name: str email: str _links: dict @classmethod def from_user(cls, user: User, base_url: str): return cls( id=user.id, name=user.name, email=user.email, _links={ "self": {"href": f"{base_url}/api/users/{user.id}"}, "orders": {"href": f"{base_url}/api/users/{user.id}/orders"}, "update": { "href": f"{base_url}/api/users/{user.id}", "method": "PATCH" }, "delete": { "href": f"{base_url}/api/users/{user.id}", "method": "DELETE" } } ) ``` ## GraphQL Design Patterns ### Pattern 1: Schema Design ```graphql # schema.graphql # Clear type definitions type User { id: ID! email: String! name: String! createdAt: DateTime! # Relationships orders(first: Int = 20, after: String, status: OrderStatus): OrderConnection! profile: UserProfile } type Order { id: ID! status: OrderStatus! total: Money! items: [OrderItem!]! createdAt: DateTime! # Back-reference user: User! } # Pagination pattern (Relay-style) type OrderConnection { edges: [OrderEdge!]! pageInfo: PageInfo! totalCount: Int! } type OrderEdge { node: Order! cursor: String! } type PageInfo { hasNextPage: Boolean! hasPreviousPage: Boolean! startCursor: String endCursor: String } # Enums for type safety enum OrderStatus { PENDING CONFIRMED SHIPPED DELIVERED CANCELLED } # Custom scalars scalar DateTime scalar Money # Query root type Query { user(id: ID!): User users(first: Int = 20, after: String, search: String): UserConnection! order(id: ID!): Order } # Mutation root type Mutation { createUser(input: CreateUserInput!): CreateUserPayload! updateUser(input: UpdateUserInput!): UpdateUserPayload! deleteUser(id: ID!): DeleteUserPayload! createOrder(input: CreateOrderInput!): CreateOrderPayload! } # Input types for mutations input CreateUserInput { email: String! name: String! password: String! } # Payload types for mutations type CreateUserPayload { user: User errors: [Error!] } type Error { field: String message: String! } ``` ### Pattern 2: Resolver Design ```python from typing import Optional, List from ariadne import QueryType, MutationType, ObjectType from dataclasses import dataclass query = QueryType() mutation = MutationType() user_type = ObjectType("User") @query.field("user") async def resolve_user(obj, info, id: str) -> Optional[dict]: """Resolve single user by ID.""" return await fetch_user_by_id(id) @query.field("users") async def resolve_users( obj, info, first: int = 20, after: Optional[str] = None, search: Optional[str] = None ) -> dict: """Resolve paginated user list.""" # Decode cursor offset = decode_cursor(after) if after else 0 # Fetch users users = await fetch_users( limit=first + 1, # Fetch one extra to check hasNextPage offset=offset, search=search ) # Pagination has_next = len(users) > first if has_next: users = users[:first] edges = [ { "node": user, "cursor": encode_cursor(offset + i) } for i, user in enumerate(users) ] return { "edges": edges, "pageInfo": { "hasNextPage": has_next, "hasPreviousPage": offset > 0, "startCursor": edges[0]["cursor"] if edges else None, "endCursor": edges[-1]["cursor"] if edges else None }, "totalCount": await count_users(search=search) } @user_type.field("orders") async def resolve_user_orders(user: dict, info, first: int = 20) -> dict: """Resolve user's orders (N+1 prevention with DataLoader).""" # Use DataLoader to batch requests loader = info.context["loaders"]["orders_by_user"] orders = await loader.load(user["id"]) return paginate_orders(orders, first) @mutation.field("createUser") async def resolve_create_user(obj, info, input: dict) -> dict: """Create new user.""" try: # Validate input validate_user_input(input) # Create user user = await create_user( email=input["email"], name=input["name"], password=hash_password(input["password"]) ) return { "user": user, "errors": [] } except ValidationError as e: return { "user": None, "errors": [{"field": e.field, "message": e.message}] } ``` ### Pattern 3: DataLoader (N+1 Problem Prevention) ```python from aiodataloader import DataLoader from typing import List, Optional class UserLoader(DataLoader): """Batch load users by ID.""" async def batch_load_fn(self, user_ids: List[str]) -> List[Optional[dict]]: """Load multiple users in single query.""" users = await fetch_users_by_ids(user_ids) # Map results back to input order user_map = {user["id"]: user for user in users} return [user_map.get(user_id) for user_id in user_ids] class OrdersByUserLoader(DataLoader): """Batch load orders by user ID.""" async def batch_load_fn(self, user_ids: List[str]) -> List[List[dict]]: """Load orders for multiple users in single query.""" orders = await fetch_orders_by_user_ids(user_ids) # Group orders by user_id orders_by_user = {} for order in orders: user_id = order["user_id"] if user_id not in orders_by_user: orders_by_user[user_id] = [] orders_by_user[user_id].append(order) # Return in input order return [orders_by_user.get(user_id, []) for user_id in user_ids] # Context setup def create_context(): return { "loaders": { "user": UserLoader(), "orders_by_user": OrdersByUserLoader() } } ``` ## Best Practices ### REST APIs 1. **Consistent Naming**: Use plural nouns for collections (`/users`, not `/user`) 2. **Stateless**: Each request contains all necessary information 3. **Use HTTP Status Codes Correctly**: 2xx success, 4xx client errors, 5xx server errors 4. **Version Your API**: Plan for breaking changes from day one 5. **Pagination**: Always paginate large collections 6. **Rate Limiting**: Protect your API with rate limits 7. **Documentation**: Use OpenAPI/Swagger for interactive docs ### GraphQL APIs 1. **Schema First**: Design schema before writing resolvers 2. **Avoid N+1**: Use DataLoaders for efficient data fetching 3. **Input Validation**: Validate at schema and resolver levels 4. **Error Handling**: Return structured errors in mutation payloads 5. **Pagination**: Use cursor-based pagination (Relay spec) 6. **Deprecation**: Use `@deprecated` directive for gradual migration 7. **Monitoring**: Track query complexity and execution time ## Common Pitfalls - **Over-fetching/Under-fetching (REST)**: Fixed in GraphQL but requires DataLoaders - **Breaking Changes**: Version APIs or use deprecation strategies - **Inconsistent Error Formats**: Standardize error responses - **Missing Rate Limits**: APIs without limits are vulnerable to abuse - **Poor Documentation**: Undocumented APIs frustrate developers - **Ignoring HTTP Semantics**: POST for idempotent operations breaks expectations - **Tight Coupling**: API structure shouldn't mirror database schema ## Resources - **references/rest-best-practices.md**: Comprehensive REST API design guide - **references/graphql-schema-design.md**: GraphQL schema patterns and anti-patterns - **references/api-versioning-strategies.md**: Versioning approaches and migration paths - **assets/rest-api-template.py**: FastAPI REST API template - **assets/graphql-schema-template.graphql**: Complete GraphQL schema example - **assets/api-design-checklist.md**: Pre-implementation review checklist - **scripts/openapi-generator.py**: Generate OpenAPI specs from code
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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

microservices-patterns

Design microservices architectures with service boundaries,

coding
⭐1
# Microservices Patterns Master microservices architecture patterns including service boundaries, inter-service communication, data management, and resilience patterns for building distributed systems. ## When to Use This Skill - Decomposing monoliths into microservices - Designing service boundaries and contracts - Implementing inter-service communication - Managing distributed data and transactions - Building resilient distributed systems - Implementing service discovery and load balancing - Designing event-driven architectures ## Core Concepts ### 1. Service Decomposition Strategies **By Business Capability** - Organize services around business functions - Each service owns its domain - Example: OrderService, PaymentService, InventoryService **By Subdomain (DDD)** - Core domain, supporting subdomains - Bounded contexts map to services - Clear ownership and responsibility **Strangler Fig Pattern** - Gradually extract from monolith - New functionality as microservices - Proxy routes to old/new systems ### 2. Communication Patterns **Synchronous (Request/Response)** - REST APIs - gRPC - GraphQL **Asynchronous (Events/Messages)** - Event streaming (Kafka) - Message queues (RabbitMQ, SQS) - Pub/Sub patterns ### 3. Data Management **Database Per Service** - Each service owns its data - No shared databases - Loose coupling **Saga Pattern** - Distributed transactions - Compensating actions - Eventual consistency ### 4. Resilience Patterns **Circuit Breaker** - Fail fast on repeated errors - Prevent cascade failures **Retry with Backoff** - Transient fault handling - Exponential backoff **Bulkhead** - Isolate resources - Limit impact of failures ## Service Decomposition Patterns ### Pattern 1: By Business Capability ```python # E-commerce example # Order Service class OrderService: """Handles order lifecycle.""" async def create_order(self, order_data: dict) -> Order: order = Order.create(order_data) # Publish event for other services await self.event_bus.publish( OrderCreatedEvent( order_id=order.id, customer_id=order.customer_id, items=order.items, total=order.total ) ) return order # Payment Service (separate service) class PaymentService: """Handles payment processing.""" async def process_payment(self, payment_request: PaymentRequest) -> PaymentResult: # Process payment result = await self.payment_gateway.charge( amount=payment_request.amount, customer=payment_request.customer_id ) if result.success: await self.event_bus.publish( PaymentCompletedEvent( order_id=payment_request.order_id, transaction_id=result.transaction_id ) ) return result # Inventory Service (separate service) class InventoryService: """Handles inventory management.""" async def reserve_items(self, order_id: str, items: List[OrderItem]) -> ReservationResult: # Check availability for item in items: available = await self.inventory_repo.get_available(item.product_id) if available < item.quantity: return ReservationResult( success=False, error=f"Insufficient inventory for {item.product_id}" ) # Reserve items reservation = await self.create_reservation(order_id, items) await self.event_bus.publish( InventoryReservedEvent( order_id=order_id, reservation_id=reservation.id ) ) return ReservationResult(success=True, reservation=reservation) ``` ### Pattern 2: API Gateway ```python from fastapi import FastAPI, HTTPException, Depends import httpx from circuitbreaker import circuit app = FastAPI() class APIGateway: """Central entry point for all client requests.""" def __init__(self): self.order_service_url = "http://order-service:8000" self.payment_service_url = "http://payment-service:8001" self.inventory_service_url = "http://inventory-service:8002" self.http_client = httpx.AsyncClient(timeout=5.0) @circuit(failure_threshold=5, recovery_timeout=30) async def call_order_service(self, path: str, method: str = "GET", **kwargs): """Call order service with circuit breaker.""" response = await self.http_client.request( method, f"{self.order_service_url}{path}", **kwargs ) response.raise_for_status() return response.json() async def create_order_aggregate(self, order_id: str) -> dict: """Aggregate data from multiple services.""" # Parallel requests order, payment, inventory = await asyncio.gather( self.call_order_service(f"/orders/{order_id}"), self.call_payment_service(f"/payments/order/{order_id}"), self.call_inventory_service(f"/reservations/order/{order_id}"), return_exceptions=True ) # Handle partial failures result = {"order": order} if not isinstance(payment, Exception): result["payment"] = payment if not isinstance(inventory, Exception): result["inventory"] = inventory return result @app.post("/api/orders") async def create_order( order_data: dict, gateway: APIGateway = Depends() ): """API Gateway endpoint.""" try: # Route to order service order = await gateway.call_order_service( "/orders", method="POST", json=order_data ) return {"order": order} except httpx.HTTPError as e: raise HTTPException(status_code=503, detail="Order service unavailable") ``` ## Communication Patterns ### Pattern 1: Synchronous REST Communication ```python # Service A calls Service B import httpx from tenacity import retry, stop_after_attempt, wait_exponential class ServiceClient: """HTTP client with retries and timeout.""" def __init__(self, base_url: str): self.base_url = base_url self.client = httpx.AsyncClient( timeout=httpx.Timeout(5.0, connect=2.0), limits=httpx.Limits(max_keepalive_connections=20) ) @retry( stop=stop_after_attempt(3), wait=wait_exponential(multiplier=1, min=2, max=10) ) async def get(self, path: str, **kwargs): """GET with automatic retries.""" response = await self.client.get(f"{self.base_url}{path}", **kwargs) response.raise_for_status() return response.json() async def post(self, path: str, **kwargs): """POST request.""" response = await self.client.post(f"{self.base_url}{path}", **kwargs) response.raise_for_status() return response.json() # Usage payment_client = ServiceClient("http://payment-service:8001") result = await payment_client.post("/payments", json=payment_data) ``` ### Pattern 2: Asynchronous Event-Driven ```python # Event-driven communication with Kafka from aiokafka import AIOKafkaProducer, AIOKafkaConsumer import json from dataclasses import dataclass, asdict from datetime import datetime @dataclass class DomainEvent: event_id: str event_type: str aggregate_id: str occurred_at: datetime data: dict class EventBus: """Event publishing and subscription.""" def __init__(self, bootstrap_servers: List[str]): self.bootstrap_servers = bootstrap_servers self.producer = None async def start(self): self.producer = AIOKafkaProducer( bootstrap_servers=self.bootstrap_servers, value_serializer=lambda v: json.dumps(v).encode() ) await self.producer.start() async def publish(self, event: DomainEvent): """Publish event to Kafka topic.""" topic = event.event_type await self.producer.send_and_wait( topic, value=asdict(event), key=event.aggregate_id.encode() ) async def subscribe(self, topic: str, handler: callable): """Subscribe to events.""" consumer = AIOKafkaConsumer( topic, bootstrap_servers=self.bootstrap_servers, value_deserializer=lambda v: json.loads(v.decode()), group_id="my-service" ) await consumer.start() try: async for message in consumer: event_data = message.value await handler(event_data) finally: await consumer.stop() # Order Service publishes event async def create_order(order_data: dict): order = await save_order(order_data) event = DomainEvent( event_id=str(uuid.uuid4()), event_type="OrderCreated", aggregate_id=order.id, occurred_at=datetime.now(), data={ "order_id": order.id, "customer_id": order.customer_id, "total": order.total } ) await event_bus.publish(event) # Inventory Service listens for OrderCreated async def handle_order_created(event_data: dict): """React to order creation.""" order_id = event_data["data"]["order_id"] items = event_data["data"]["items"] # Reserve inventory await reserve_inventory(order_id, items) ``` ### Pattern 3: Saga Pattern (Distributed Transactions) ```python # Saga orchestration for order fulfillment from enum import Enum from typing import List, Callable class SagaStep: """Single step in saga.""" def __init__( self, name: str, action: Callable, compensation: Callable ): self.name = name self.action = action self.compensation = compensation class SagaStatus(Enum): PENDING = "pending" COMPLETED = "completed" COMPENSATING = "compensating" FAILED = "failed" class OrderFulfillmentSaga: """Orchestrated saga for order fulfillment.""" def __init__(self): self.steps: List[SagaStep] = [ SagaStep( "create_order", action=self.create_order, compensation=self.cancel_order ), SagaStep( "reserve_inventory", action=self.reserve_inventory, compensation=self.release_inventory ), SagaStep( "process_payment", action=self.process_payment, compensation=self.refund_payment ), SagaStep( "confirm_order", action=self.confirm_order, compensation=self.cancel_order_confirmation ) ] async def execute(self, order_data: dict) -> SagaResult: """Execute saga steps.""" completed_steps = [] context = {"order_data": order_data} try: for step in self.steps: # Execute step result = await step.action(context) if not result.success: # Compensate await self.compensate(completed_steps, context) return SagaResult( status=SagaStatus.FAILED, error=result.error ) completed_steps.append(step) context.update(result.data) return SagaResult(status=SagaStatus.COMPLETED, data=context) except Exception as e: # Compensate on error await self.compensate(completed_steps, context) return SagaResult(status=SagaStatus.FAILED, error=str(e)) async def compensate(self, completed_steps: List[SagaStep], context: dict): """Execute compensating actions in reverse order.""" for step in reversed(completed_steps): try: await step.compensation(context) except Exception as e: # Log compensation failure print(f"Compensation failed for {step.name}: {e}") # Step implementations async def create_order(self, context: dict) -> StepResult: order = await order_service.create(context["order_data"]) return StepResult(success=True, data={"order_id": order.id}) async def cancel_order(self, context: dict): await order_service.cancel(context["order_id"]) async def reserve_inventory(self, context: dict) -> StepResult: result = await inventory_service.reserve( context["order_id"], context["order_data"]["items"] ) return StepResult( success=result.success, data={"reservation_id": result.reservation_id} ) async def release_inventory(self, context: dict): await inventory_service.release(context["reservation_id"]) async def process_payment(self, context: dict) -> StepResult: result = await payment_service.charge( context["order_id"], context["order_data"]["total"] ) return StepResult( success=result.success, data={"transaction_id": result.transaction_id}, error=result.error ) async def refund_payment(self, context: dict): await payment_service.refund(context["transaction_id"]) ``` ## Resilience Patterns ### Circuit Breaker Pattern ```python from enum import Enum from datetime import datetime, timedelta from typing import Callable, Any class CircuitState(Enum): CLOSED = "closed" # Normal operation OPEN = "open" # Failing, reject requests HALF_OPEN = "half_open" # Testing if recovered class CircuitBreaker: """Circuit breaker for service calls.""" def __init__( self, failure_threshold: int = 5, recovery_timeout: int = 30, success_threshold: int = 2 ): self.failure_threshold = failure_threshold self.recovery_timeout = recovery_timeout self.success_threshold = success_threshold self.failure_count = 0 self.success_count = 0 self.state = CircuitState.CLOSED self.opened_at = None async def call(self, func: Callable, *args, **kwargs) -> Any: """Execute function with circuit breaker.""" if self.state == CircuitState.OPEN: if self._should_attempt_reset(): self.state = CircuitState.HALF_OPEN else: raise CircuitBreakerOpenError("Circuit breaker is open") try: result = await func(*args, **kwargs) self._on_success() return result except Exception as e: self._on_failure() raise def _on_success(self): """Handle successful call.""" self.failure_count = 0 if self.state == CircuitState.HALF_OPEN: self.success_count += 1 if self.success_count >= self.success_threshold: self.state = CircuitState.CLOSED self.success_count = 0 def _on_failure(self): """Handle failed call.""" self.failure_count += 1 if self.failure_count >= self.failure_threshold: self.state = CircuitState.OPEN self.opened_at = datetime.now() if self.state == CircuitState.HALF_OPEN: self.state = CircuitState.OPEN self.opened_at = datetime.now() def _should_attempt_reset(self) -> bool: """Check if enough time passed to try again.""" return ( datetime.now() - self.opened_at > timedelta(seconds=self.recovery_timeout) ) # Usage breaker = CircuitBreaker(failure_threshold=5, recovery_timeout=30) async def call_payment_service(payment_data: dict): return await breaker.call( payment_client.process_payment, payment_data ) ``` ## Resources - **references/service-decomposition-guide.md**: Breaking down monoliths - **references/communication-patterns.md**: Sync vs async patterns - **references/saga-implementation.md**: Distributed transactions - **assets/circuit-breaker.py**: Production circuit breaker - **assets/event-bus-template.py**: Kafka event bus implementation - **assets/api-gateway-template.py**: Complete API gateway ## Best Practices 1. **Service Boundaries**: Align with business capabilities 2. **Database Per Service**: No shared databases 3. **API Contracts**: Versioned, backward compatible 4. **Async When Possible**: Events over direct calls 5. **Circuit Breakers**: Fail fast on service failures 6. **Distributed Tracing**: Track requests across services 7. **Service Registry**: Dynamic service discovery 8. **Health Checks**: Liveness and readiness probes ## Common Pitfalls - **Distributed Monolith**: Tightly coupled services - **Chatty Services**: Too many inter-service calls - **Shared Databases**: Tight coupling through data - **No Circuit Breakers**: Cascade failures - **Synchronous Everything**: Tight coupling, poor resilience - **Premature Microservices**: Starting with microservices - **Ignoring Network Failures**: Assuming reliable network - **No Compensation Logic**: Can't undo failed transactions
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projection-patterns

Build read models and projections from event streams. Use when

coding
⭐1
# Projection Patterns Comprehensive guide to building projections and read models for event-sourced systems. ## When to Use This Skill - Building CQRS read models - Creating materialized views from events - Optimizing query performance - Implementing real-time dashboards - Building search indexes from events - Aggregating data across streams ## Core Concepts ### 1. Projection Architecture ``` β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Event Store │────►│ Projector │────►│ Read Model β”‚ β”‚ β”‚ β”‚ β”‚ β”‚ (Database) β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”‚ Events β”‚ β”‚ β”‚ β”‚ Handler β”‚ β”‚ β”‚ β”‚ Tables β”‚ β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β”‚ Logic β”‚ β”‚ β”‚ β”‚ Views β”‚ β”‚ β”‚ β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β”‚ Cache β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ### 2. Projection Types | Type | Description | Use Case | | -------------- | --------------------------- | ---------------------- | | **Live** | Real-time from subscription | Current state queries | | **Catchup** | Process historical events | Rebuilding read models | | **Persistent** | Stores checkpoint | Resume after restart | | **Inline** | Same transaction as write | Strong consistency | ## Templates ### Template 1: Basic Projector ```python from abc import ABC, abstractmethod from dataclasses import dataclass from typing import Dict, Any, Callable, List import asyncpg @dataclass class Event: stream_id: str event_type: str data: dict version: int global_position: int class Projection(ABC): """Base class for projections.""" @property @abstractmethod def name(self) -> str: """Unique projection name for checkpointing.""" pass @abstractmethod def handles(self) -> List[str]: """List of event types this projection handles.""" pass @abstractmethod async def apply(self, event: Event) -> None: """Apply event to the read model.""" pass class Projector: """Runs projections from event store.""" def __init__(self, event_store, checkpoint_store): self.event_store = event_store self.checkpoint_store = checkpoint_store self.projections: List[Projection] = [] def register(self, projection: Projection): self.projections.append(projection) async def run(self, batch_size: int = 100): """Run all projections continuously.""" while True: for projection in self.projections: await self._run_projection(projection, batch_size) await asyncio.sleep(0.1) async def _run_projection(self, projection: Projection, batch_size: int): checkpoint = await self.checkpoint_store.get(projection.name) position = checkpoint or 0 events = await self.event_store.read_all(position, batch_size) for event in events: if event.event_type in projection.handles(): await projection.apply(event) await self.checkpoint_store.save( projection.name, event.global_position ) async def rebuild(self, projection: Projection): """Rebuild a projection from scratch.""" await self.checkpoint_store.delete(projection.name) # Optionally clear read model tables await self._run_projection(projection, batch_size=1000) ``` ### Template 2: Order Summary Projection ```python class OrderSummaryProjection(Projection): """Projects order events to a summary read model.""" def __init__(self, db_pool: asyncpg.Pool): self.pool = db_pool @property def name(self) -> str: return "order_summary" def handles(self) -> List[str]: return [ "OrderCreated", "OrderItemAdded", "OrderItemRemoved", "OrderShipped", "OrderCompleted", "OrderCancelled" ] async def apply(self, event: Event) -> None: handlers = { "OrderCreated": self._handle_created, "OrderItemAdded": self._handle_item_added, "OrderItemRemoved": self._handle_item_removed, "OrderShipped": self._handle_shipped, "OrderCompleted": self._handle_completed, "OrderCancelled": self._handle_cancelled, } handler = handlers.get(event.event_type) if handler: await handler(event) async def _handle_created(self, event: Event): async with self.pool.acquire() as conn: await conn.execute( """ INSERT INTO order_summaries (order_id, customer_id, status, total_amount, item_count, created_at) VALUES ($1, $2, $3, $4, $5, $6) """, event.data['order_id'], event.data['customer_id'], 'pending', 0, 0, event.data['created_at'] ) async def _handle_item_added(self, event: Event): async with self.pool.acquire() as conn: await conn.execute( """ UPDATE order_summaries SET total_amount = total_amount + $2, item_count = item_count + 1, updated_at = NOW() WHERE order_id = $1 """, event.data['order_id'], event.data['price'] * event.data['quantity'] ) async def _handle_item_removed(self, event: Event): async with self.pool.acquire() as conn: await conn.execute( """ UPDATE order_summaries SET total_amount = total_amount - $2, item_count = item_count - 1, updated_at = NOW() WHERE order_id = $1 """, event.data['order_id'], event.data['price'] * event.data['quantity'] ) async def _handle_shipped(self, event: Event): async with self.pool.acquire() as conn: await conn.execute( """ UPDATE order_summaries SET status = 'shipped', shipped_at = $2, updated_at = NOW() WHERE order_id = $1 """, event.data['order_id'], event.data['shipped_at'] ) async def _handle_completed(self, event: Event): async with self.pool.acquire() as conn: await conn.execute( """ UPDATE order_summaries SET status = 'completed', completed_at = $2, updated_at = NOW() WHERE order_id = $1 """, event.data['order_id'], event.data['completed_at'] ) async def _handle_cancelled(self, event: Event): async with self.pool.acquire() as conn: await conn.execute( """ UPDATE order_summaries SET status = 'cancelled', cancelled_at = $2, cancellation_reason = $3, updated_at = NOW() WHERE order_id = $1 """, event.data['order_id'], event.data['cancelled_at'], event.data.get('reason') ) ``` ### Template 3: Elasticsearch Search Projection ```python from elasticsearch import AsyncElasticsearch class ProductSearchProjection(Projection): """Projects product events to Elasticsearch for full-text search.""" def __init__(self, es_client: AsyncElasticsearch): self.es = es_client self.index = "products" @property def name(self) -> str: return "product_search" def handles(self) -> List[str]: return [ "ProductCreated", "ProductUpdated", "ProductPriceChanged", "ProductDeleted" ] async def apply(self, event: Event) -> None: if event.event_type == "ProductCreated": await self.es.index( index=self.index, id=event.data['product_id'], document={ 'name': event.data['name'], 'description': event.data['description'], 'category': event.data['category'], 'price': event.data['price'], 'tags': event.data.get('tags', []), 'created_at': event.data['created_at'] } ) elif event.event_type == "ProductUpdated": await self.es.update( index=self.index, id=event.data['product_id'], doc={ 'name': event.data['name'], 'description': event.data['description'], 'category': event.data['category'], 'tags': event.data.get('tags', []), 'updated_at': event.data['updated_at'] } ) elif event.event_type == "ProductPriceChanged": await self.es.update( index=self.index, id=event.data['product_id'], doc={ 'price': event.data['new_price'], 'price_updated_at': event.data['changed_at'] } ) elif event.event_type == "ProductDeleted": await self.es.delete( index=self.index, id=event.data['product_id'] ) ``` ### Template 4: Aggregating Projection ```python class DailySalesProjection(Projection): """Aggregates sales data by day for reporting.""" def __init__(self, db_pool: asyncpg.Pool): self.pool = db_pool @property def name(self) -> str: return "daily_sales" def handles(self) -> List[str]: return ["OrderCompleted", "OrderRefunded"] async def apply(self, event: Event) -> None: if event.event_type == "OrderCompleted": await self._increment_sales(event) elif event.event_type == "OrderRefunded": await self._decrement_sales(event) async def _increment_sales(self, event: Event): date = event.data['completed_at'][:10] # YYYY-MM-DD async with self.pool.acquire() as conn: await conn.execute( """ INSERT INTO daily_sales (date, total_orders, total_revenue, total_items) VALUES ($1, 1, $2, $3) ON CONFLICT (date) DO UPDATE SET total_orders = daily_sales.total_orders + 1, total_revenue = daily_sales.total_revenue + $2, total_items = daily_sales.total_items + $3, updated_at = NOW() """, date, event.data['total_amount'], event.data['item_count'] ) async def _decrement_sales(self, event: Event): date = event.data['original_completed_at'][:10] async with self.pool.acquire() as conn: await conn.execute( """ UPDATE daily_sales SET total_orders = total_orders - 1, total_revenue = total_revenue - $2, total_refunds = total_refunds + $2, updated_at = NOW() WHERE date = $1 """, date, event.data['refund_amount'] ) ``` ### Template 5: Multi-Table Projection ```python class CustomerActivityProjection(Projection): """Projects customer activity across multiple tables.""" def __init__(self, db_pool: asyncpg.Pool): self.pool = db_pool @property def name(self) -> str: return "customer_activity" def handles(self) -> List[str]: return [ "CustomerCreated", "OrderCompleted", "ReviewSubmitted", "CustomerTierChanged" ] async def apply(self, event: Event) -> None: async with self.pool.acquire() as conn: async with conn.transaction(): if event.event_type == "CustomerCreated": # Insert into customers table await conn.execute( """ INSERT INTO customers (customer_id, email, name, tier, created_at) VALUES ($1, $2, $3, 'bronze', $4) """, event.data['customer_id'], event.data['email'], event.data['name'], event.data['created_at'] ) # Initialize activity summary await conn.execute( """ INSERT INTO customer_activity_summary (customer_id, total_orders, total_spent, total_reviews) VALUES ($1, 0, 0, 0) """, event.data['customer_id'] ) elif event.event_type == "OrderCompleted": # Update activity summary await conn.execute( """ UPDATE customer_activity_summary SET total_orders = total_orders + 1, total_spent = total_spent + $2, last_order_at = $3 WHERE customer_id = $1 """, event.data['customer_id'], event.data['total_amount'], event.data['completed_at'] ) # Insert into order history await conn.execute( """ INSERT INTO customer_order_history (customer_id, order_id, amount, completed_at) VALUES ($1, $2, $3, $4) """, event.data['customer_id'], event.data['order_id'], event.data['total_amount'], event.data['completed_at'] ) elif event.event_type == "ReviewSubmitted": await conn.execute( """ UPDATE customer_activity_summary SET total_reviews = total_reviews + 1, last_review_at = $2 WHERE customer_id = $1 """, event.data['customer_id'], event.data['submitted_at'] ) elif event.event_type == "CustomerTierChanged": await conn.execute( """ UPDATE customers SET tier = $2, updated_at = NOW() WHERE customer_id = $1 """, event.data['customer_id'], event.data['new_tier'] ) ``` ## Best Practices ### Do's - **Make projections idempotent** - Safe to replay - **Use transactions** - For multi-table updates - **Store checkpoints** - Resume after failures - **Monitor lag** - Alert on projection delays - **Plan for rebuilds** - Design for reconstruction ### Don'ts - **Don't couple projections** - Each is independent - **Don't skip error handling** - Log and alert on failures - **Don't ignore ordering** - Events must be processed in order - **Don't over-normalize** - Denormalize for query patterns ## Resources - [CQRS Pattern](https://docs.microsoft.com/en-us/azure/architecture/patterns/cqrs) - [Projection Building Blocks](https://zimarev.com/blog/event-sourcing/projections/)
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πŸ€–system promptβ€’7 months ago

workflow-orchestration-patterns

Design durable workflows with Temporal for distributed systems.

coding
⭐1
# Workflow Orchestration Patterns Master workflow orchestration architecture with Temporal, covering fundamental design decisions, resilience patterns, and best practices for building reliable distributed systems. ## When to Use Workflow Orchestration ### Ideal Use Cases (Source: docs.temporal.io) - **Multi-step processes** spanning machines/services/databases - **Distributed transactions** requiring all-or-nothing semantics - **Long-running workflows** (hours to years) with automatic state persistence - **Failure recovery** that must resume from last successful step - **Business processes**: bookings, orders, campaigns, approvals - **Entity lifecycle management**: inventory tracking, account management, cart workflows - **Infrastructure automation**: CI/CD pipelines, provisioning, deployments - **Human-in-the-loop** systems requiring timeouts and escalations ### When NOT to Use - Simple CRUD operations (use direct API calls) - Pure data processing pipelines (use Airflow, batch processing) - Stateless request/response (use standard APIs) - Real-time streaming (use Kafka, event processors) ## Critical Design Decision: Workflows vs Activities **The Fundamental Rule** (Source: temporal.io/blog/workflow-engine-principles): - **Workflows** = Orchestration logic and decision-making - **Activities** = External interactions (APIs, databases, network calls) ### Workflows (Orchestration) **Characteristics:** - Contain business logic and coordination - **MUST be deterministic** (same inputs β†’ same outputs) - **Cannot** perform direct external calls - State automatically preserved across failures - Can run for years despite infrastructure failures **Example workflow tasks:** - Decide which steps to execute - Handle compensation logic - Manage timeouts and retries - Coordinate child workflows ### Activities (External Interactions) **Characteristics:** - Handle all external system interactions - Can be non-deterministic (API calls, DB writes) - Include built-in timeouts and retry logic - **Must be idempotent** (calling N times = calling once) - Short-lived (seconds to minutes typically) **Example activity tasks:** - Call payment gateway API - Write to database - Send emails or notifications - Query external services ### Design Decision Framework ``` Does it touch external systems? β†’ Activity Is it orchestration/decision logic? β†’ Workflow ``` ## Core Workflow Patterns ### 1. Saga Pattern with Compensation **Purpose**: Implement distributed transactions with rollback capability **Pattern** (Source: temporal.io/blog/compensating-actions-part-of-a-complete-breakfast-with-sagas): ``` For each step: 1. Register compensation BEFORE executing 2. Execute the step (via activity) 3. On failure, run all compensations in reverse order (LIFO) ``` **Example: Payment Workflow** 1. Reserve inventory (compensation: release inventory) 2. Charge payment (compensation: refund payment) 3. Fulfill order (compensation: cancel fulfillment) **Critical Requirements:** - Compensations must be idempotent - Register compensation BEFORE executing step - Run compensations in reverse order - Handle partial failures gracefully ### 2. Entity Workflows (Actor Model) **Purpose**: Long-lived workflow representing single entity instance **Pattern** (Source: docs.temporal.io/evaluate/use-cases-design-patterns): - One workflow execution = one entity (cart, account, inventory item) - Workflow persists for entity lifetime - Receives signals for state changes - Supports queries for current state **Example Use Cases:** - Shopping cart (add items, checkout, expiration) - Bank account (deposits, withdrawals, balance checks) - Product inventory (stock updates, reservations) **Benefits:** - Encapsulates entity behavior - Guarantees consistency per entity - Natural event sourcing ### 3. Fan-Out/Fan-In (Parallel Execution) **Purpose**: Execute multiple tasks in parallel, aggregate results **Pattern:** - Spawn child workflows or parallel activities - Wait for all to complete - Aggregate results - Handle partial failures **Scaling Rule** (Source: temporal.io/blog/workflow-engine-principles): - Don't scale individual workflows - For 1M tasks: spawn 1K child workflows Γ— 1K tasks each - Keep each workflow bounded ### 4. Async Callback Pattern **Purpose**: Wait for external event or human approval **Pattern:** - Workflow sends request and waits for signal - External system processes asynchronously - Sends signal to resume workflow - Workflow continues with response **Use Cases:** - Human approval workflows - Webhook callbacks - Long-running external processes ## State Management and Determinism ### Automatic State Preservation **How Temporal Works** (Source: docs.temporal.io/workflows): - Complete program state preserved automatically - Event History records every command and event - Seamless recovery from crashes - Applications restore pre-failure state ### Determinism Constraints **Workflows Execute as State Machines**: - Replay behavior must be consistent - Same inputs β†’ identical outputs every time **Prohibited in Workflows** (Source: docs.temporal.io/workflows): - ❌ Threading, locks, synchronization primitives - ❌ Random number generation (`random()`) - ❌ Global state or static variables - ❌ System time (`datetime.now()`) - ❌ Direct file I/O or network calls - ❌ Non-deterministic libraries **Allowed in Workflows**: - βœ… `workflow.now()` (deterministic time) - βœ… `workflow.random()` (deterministic random) - βœ… Pure functions and calculations - βœ… Calling activities (non-deterministic operations) ### Versioning Strategies **Challenge**: Changing workflow code while old executions still running **Solutions**: 1. **Versioning API**: Use `workflow.get_version()` for safe changes 2. **New Workflow Type**: Create new workflow, route new executions to it 3. **Backward Compatibility**: Ensure old events replay correctly ## Resilience and Error Handling ### Retry Policies **Default Behavior**: Temporal retries activities forever **Configure Retry**: - Initial retry interval - Backoff coefficient (exponential backoff) - Maximum interval (cap retry delay) - Maximum attempts (eventually fail) **Non-Retryable Errors**: - Invalid input (validation failures) - Business rule violations - Permanent failures (resource not found) ### Idempotency Requirements **Why Critical** (Source: docs.temporal.io/activities): - Activities may execute multiple times - Network failures trigger retries - Duplicate execution must be safe **Implementation Strategies**: - Idempotency keys (deduplication) - Check-then-act with unique constraints - Upsert operations instead of insert - Track processed request IDs ### Activity Heartbeats **Purpose**: Detect stalled long-running activities **Pattern**: - Activity sends periodic heartbeat - Includes progress information - Timeout if no heartbeat received - Enables progress-based retry ## Best Practices ### Workflow Design 1. **Keep workflows focused** - Single responsibility per workflow 2. **Small workflows** - Use child workflows for scalability 3. **Clear boundaries** - Workflow orchestrates, activities execute 4. **Test locally** - Use time-skipping test environment ### Activity Design 1. **Idempotent operations** - Safe to retry 2. **Short-lived** - Seconds to minutes, not hours 3. **Timeout configuration** - Always set timeouts 4. **Heartbeat for long tasks** - Report progress 5. **Error handling** - Distinguish retryable vs non-retryable ### Common Pitfalls **Workflow Violations**: - Using `datetime.now()` instead of `workflow.now()` - Threading or async operations in workflow code - Calling external APIs directly from workflow - Non-deterministic logic in workflows **Activity Mistakes**: - Non-idempotent operations (can't handle retries) - Missing timeouts (activities run forever) - No error classification (retry validation errors) - Ignoring payload limits (2MB per argument) ### Operational Considerations **Monitoring**: - Workflow execution duration - Activity failure rates - Retry attempts and backoff - Pending workflow counts **Scalability**: - Horizontal scaling with workers - Task queue partitioning - Child workflow decomposition - Activity batching when appropriate ## Additional Resources **Official Documentation**: - Temporal Core Concepts: docs.temporal.io/workflows - Workflow Patterns: docs.temporal.io/evaluate/use-cases-design-patterns - Best Practices: docs.temporal.io/develop/best-practices - Saga Pattern: temporal.io/blog/saga-pattern-made-easy **Key Principles**: 1. Workflows = orchestration, Activities = external calls 2. Determinism is non-negotiable for workflows 3. Idempotency is critical for activities 4. State preservation is automatic 5. Design for failure and recovery
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secrets-management

Implement secure secrets management for CI/CD pipelines using

coding
⭐1
# Secrets Management Secure secrets management practices for CI/CD pipelines using Vault, AWS Secrets Manager, and other tools. ## Purpose Implement secure secrets management in CI/CD pipelines without hardcoding sensitive information. ## When to Use - Store API keys and credentials - Manage database passwords - Handle TLS certificates - Rotate secrets automatically - Implement least-privilege access ## Secrets Management Tools ### HashiCorp Vault - Centralized secrets management - Dynamic secrets generation - Secret rotation - Audit logging - Fine-grained access control ### AWS Secrets Manager - AWS-native solution - Automatic rotation - Integration with RDS - CloudFormation support ### Azure Key Vault - Azure-native solution - HSM-backed keys - Certificate management - RBAC integration ### Google Secret Manager - GCP-native solution - Versioning - IAM integration ## HashiCorp Vault Integration ### Setup Vault ```bash # Start Vault dev server vault server -dev # Set environment export VAULT_ADDR='http://127.0.0.1:8200' export VAULT_TOKEN='root' # Enable secrets engine vault secrets enable -path=secret kv-v2 # Store secret vault kv put secret/database/config username=admin password=secret ``` ### GitHub Actions with Vault ```yaml name: Deploy with Vault Secrets on: [push] jobs: deploy: runs-on: ubuntu-latest steps: - uses: actions/checkout@v4 - name: Import Secrets from Vault uses: hashicorp/vault-action@v2 with: url: https://vault.example.com:8200 token: ${{ secrets.VAULT_TOKEN }} secrets: | secret/data/database username | DB_USERNAME ; secret/data/database password | DB_PASSWORD ; secret/data/api key | API_KEY - name: Use secrets run: | echo "Connecting to database as $DB_USERNAME" # Use $DB_PASSWORD, $API_KEY ``` ### GitLab CI with Vault ```yaml deploy: image: vault:latest before_script: - export VAULT_ADDR=https://vault.example.com:8200 - export VAULT_TOKEN=$VAULT_TOKEN - apk add curl jq script: - | DB_PASSWORD=$(vault kv get -field=password secret/database/config) API_KEY=$(vault kv get -field=key secret/api/credentials) echo "Deploying with secrets..." # Use $DB_PASSWORD, $API_KEY ``` **Reference:** See `references/vault-setup.md` ## AWS Secrets Manager ### Store Secret ```bash aws secretsmanager create-secret \ --name production/database/password \ --secret-string "super-secret-password" ``` ### Retrieve in GitHub Actions ```yaml - name: Configure AWS credentials uses: aws-actions/configure-aws-credentials@v4 with: aws-access-key-id: ${{ secrets.AWS_ACCESS_KEY_ID }} aws-secret-access-key: ${{ secrets.AWS_SECRET_ACCESS_KEY }} aws-region: us-west-2 - name: Get secret from AWS run: | SECRET=$(aws secretsmanager get-secret-value \ --secret-id production/database/password \ --query SecretString \ --output text) echo "::add-mask::$SECRET" echo "DB_PASSWORD=$SECRET" >> $GITHUB_ENV - name: Use secret run: | # Use $DB_PASSWORD ./deploy.sh ``` ### Terraform with AWS Secrets Manager ```hcl data "aws_secretsmanager_secret_version" "db_password" { secret_id = "production/database/password" } resource "aws_db_instance" "main" { allocated_storage = 100 engine = "postgres" instance_class = "db.t3.large" username = "admin" password = jsondecode(data.aws_secretsmanager_secret_version.db_password.secret_string)["password"] } ``` ## GitHub Secrets ### Organization/Repository Secrets ```yaml - name: Use GitHub secret run: | echo "API Key: ${{ secrets.API_KEY }}" echo "Database URL: ${{ secrets.DATABASE_URL }}" ``` ### Environment Secrets ```yaml deploy: runs-on: ubuntu-latest environment: production steps: - name: Deploy run: | echo "Deploying with ${{ secrets.PROD_API_KEY }}" ``` **Reference:** See `references/github-secrets.md` ## GitLab CI/CD Variables ### Project Variables ```yaml deploy: script: - echo "Deploying with $API_KEY" - echo "Database: $DATABASE_URL" ``` ### Protected and Masked Variables - Protected: Only available in protected branches - Masked: Hidden in job logs - File type: Stored as file ## Best Practices 1. **Never commit secrets** to Git 2. **Use different secrets** per environment 3. **Rotate secrets regularly** 4. **Implement least-privilege access** 5. **Enable audit logging** 6. **Use secret scanning** (GitGuardian, TruffleHog) 7. **Mask secrets in logs** 8. **Encrypt secrets at rest** 9. **Use short-lived tokens** when possible 10. **Document secret requirements** ## Secret Rotation ### Automated Rotation with AWS ```python import boto3 import json def lambda_handler(event, context): client = boto3.client('secretsmanager') # Get current secret response = client.get_secret_value(SecretId='my-secret') current_secret = json.loads(response['SecretString']) # Generate new password new_password = generate_strong_password() # Update database password update_database_password(new_password) # Update secret client.put_secret_value( SecretId='my-secret', SecretString=json.dumps({ 'username': current_secret['username'], 'password': new_password }) ) return {'statusCode': 200} ``` ### Manual Rotation Process 1. Generate new secret 2. Update secret in secret store 3. Update applications to use new secret 4. Verify functionality 5. Revoke old secret ## External Secrets Operator ### Kubernetes Integration ```yaml apiVersion: external-secrets.io/v1beta1 kind: SecretStore metadata: name: vault-backend namespace: production spec: provider: vault: server: "https://vault.example.com:8200" path: "secret" version: "v2" auth: kubernetes: mountPath: "kubernetes" role: "production" --- apiVersion: external-secrets.io/v1beta1 kind: ExternalSecret metadata: name: database-credentials namespace: production spec: refreshInterval: 1h secretStoreRef: name: vault-backend kind: SecretStore target: name: database-credentials creationPolicy: Owner data: - secretKey: username remoteRef: key: database/config property: username - secretKey: password remoteRef: key: database/config property: password ``` ## Secret Scanning ### Pre-commit Hook ```bash #!/bin/bash # .git/hooks/pre-commit # Check for secrets with TruffleHog docker run --rm -v "$(pwd):/repo" \ trufflesecurity/trufflehog:latest \ filesystem --directory=/repo if [ $? -ne 0 ]; then echo "❌ Secret detected! Commit blocked." exit 1 fi ``` ### CI/CD Secret Scanning ```yaml secret-scan: stage: security image: trufflesecurity/trufflehog:latest script: - trufflehog filesystem . allow_failure: false ``` ## Reference Files - `references/vault-setup.md` - HashiCorp Vault configuration - `references/github-secrets.md` - GitHub Secrets best practices ## Related Skills - `github-actions-templates` - For GitHub Actions integration - `gitlab-ci-patterns` - For GitLab CI integration - `deployment-pipeline-design` - For pipeline architecture
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dbt-transformation-patterns

Master dbt (data build tool) for analytics engineering with model

data
⭐1
# dbt Transformation Patterns Production-ready patterns for dbt (data build tool) including model organization, testing strategies, documentation, and incremental processing. ## When to Use This Skill - Building data transformation pipelines with dbt - Organizing models into staging, intermediate, and marts layers - Implementing data quality tests - Creating incremental models for large datasets - Documenting data models and lineage - Setting up dbt project structure ## Core Concepts ### 1. Model Layers (Medallion Architecture) ``` sources/ Raw data definitions ↓ staging/ 1:1 with source, light cleaning ↓ intermediate/ Business logic, joins, aggregations ↓ marts/ Final analytics tables ``` ### 2. Naming Conventions | Layer | Prefix | Example | | ------------ | -------------- | ----------------------------- | | Staging | `stg_` | `stg_stripe__payments` | | Intermediate | `int_` | `int_payments_pivoted` | | Marts | `dim_`, `fct_` | `dim_customers`, `fct_orders` | ## Quick Start ```yaml # dbt_project.yml name: "analytics" version: "1.0.0" profile: "analytics" model-paths: ["models"] analysis-paths: ["analyses"] test-paths: ["tests"] seed-paths: ["seeds"] macro-paths: ["macros"] vars: start_date: "2020-01-01" models: analytics: staging: +materialized: view +schema: staging intermediate: +materialized: ephemeral marts: +materialized: table +schema: analytics ``` ``` # Project structure models/ β”œβ”€β”€ staging/ β”‚ β”œβ”€β”€ stripe/ β”‚ β”‚ β”œβ”€β”€ _stripe__sources.yml β”‚ β”‚ β”œβ”€β”€ _stripe__models.yml β”‚ β”‚ β”œβ”€β”€ stg_stripe__customers.sql β”‚ β”‚ └── stg_stripe__payments.sql β”‚ └── shopify/ β”‚ β”œβ”€β”€ _shopify__sources.yml β”‚ └── stg_shopify__orders.sql β”œβ”€β”€ intermediate/ β”‚ └── finance/ β”‚ └── int_payments_pivoted.sql └── marts/ β”œβ”€β”€ core/ β”‚ β”œβ”€β”€ _core__models.yml β”‚ β”œβ”€β”€ dim_customers.sql β”‚ └── fct_orders.sql └── finance/ └── fct_revenue.sql ``` ## Patterns ### Pattern 1: Source Definitions ```yaml # models/staging/stripe/_stripe__sources.yml version: 2 sources: - name: stripe description: Raw Stripe data loaded via Fivetran database: raw schema: stripe loader: fivetran loaded_at_field: _fivetran_synced freshness: warn_after: { count: 12, period: hour } error_after: { count: 24, period: hour } tables: - name: customers description: Stripe customer records columns: - name: id description: Primary key tests: - unique - not_null - name: email description: Customer email - name: created description: Account creation timestamp - name: payments description: Stripe payment transactions columns: - name: id tests: - unique - not_null - name: customer_id tests: - not_null - relationships: to: source('stripe', 'customers') field: id ``` ### Pattern 2: Staging Models ```sql -- models/staging/stripe/stg_stripe__customers.sql with source as ( select * from {{ source('stripe', 'customers') }} ), renamed as ( select -- ids id as customer_id, -- strings lower(email) as email, name as customer_name, -- timestamps created as created_at, -- metadata _fivetran_synced as _loaded_at from source ) select * from renamed ``` ```sql -- models/staging/stripe/stg_stripe__payments.sql {{ config( materialized='incremental', unique_key='payment_id', on_schema_change='append_new_columns' ) }} with source as ( select * from {{ source('stripe', 'payments') }} {% if is_incremental() %} where _fivetran_synced > (select max(_loaded_at) from {{ this }}) {% endif %} ), renamed as ( select -- ids id as payment_id, customer_id, invoice_id, -- amounts (convert cents to dollars) amount / 100.0 as amount, amount_refunded / 100.0 as amount_refunded, -- status status as payment_status, -- timestamps created as created_at, -- metadata _fivetran_synced as _loaded_at from source ) select * from renamed ``` ### Pattern 3: Intermediate Models ```sql -- models/intermediate/finance/int_payments_pivoted_to_customer.sql with payments as ( select * from {{ ref('stg_stripe__payments') }} ), customers as ( select * from {{ ref('stg_stripe__customers') }} ), payment_summary as ( select customer_id, count(*) as total_payments, count(case when payment_status = 'succeeded' then 1 end) as successful_payments, sum(case when payment_status = 'succeeded' then amount else 0 end) as total_amount_paid, min(created_at) as first_payment_at, max(created_at) as last_payment_at from payments group by customer_id ) select customers.customer_id, customers.email, customers.created_at as customer_created_at, coalesce(payment_summary.total_payments, 0) as total_payments, coalesce(payment_summary.successful_payments, 0) as successful_payments, coalesce(payment_summary.total_amount_paid, 0) as lifetime_value, payment_summary.first_payment_at, payment_summary.last_payment_at from customers left join payment_summary using (customer_id) ``` ### Pattern 4: Mart Models (Dimensions and Facts) ```sql -- models/marts/core/dim_customers.sql {{ config( materialized='table', unique_key='customer_id' ) }} with customers as ( select * from {{ ref('int_payments_pivoted_to_customer') }} ), orders as ( select * from {{ ref('stg_shopify__orders') }} ), order_summary as ( select customer_id, count(*) as total_orders, sum(total_price) as total_order_value, min(created_at) as first_order_at, max(created_at) as last_order_at from orders group by customer_id ), final as ( select -- surrogate key {{ dbt_utils.generate_surrogate_key(['customers.customer_id']) }} as customer_key, -- natural key customers.customer_id, -- attributes customers.email, customers.customer_created_at, -- payment metrics customers.total_payments, customers.successful_payments, customers.lifetime_value, customers.first_payment_at, customers.last_payment_at, -- order metrics coalesce(order_summary.total_orders, 0) as total_orders, coalesce(order_summary.total_order_value, 0) as total_order_value, order_summary.first_order_at, order_summary.last_order_at, -- calculated fields case when customers.lifetime_value >= 1000 then 'high' when customers.lifetime_value >= 100 then 'medium' else 'low' end as customer_tier, -- timestamps current_timestamp as _loaded_at from customers left join order_summary using (customer_id) ) select * from final ``` ```sql -- models/marts/core/fct_orders.sql {{ config( materialized='incremental', unique_key='order_id', incremental_strategy='merge' ) }} with orders as ( select * from {{ ref('stg_shopify__orders') }} {% if is_incremental() %} where updated_at > (select max(updated_at) from {{ this }}) {% endif %} ), customers as ( select * from {{ ref('dim_customers') }} ), final as ( select -- keys orders.order_id, customers.customer_key, orders.customer_id, -- dimensions orders.order_status, orders.fulfillment_status, orders.payment_status, -- measures orders.subtotal, orders.tax, orders.shipping, orders.total_price, orders.total_discount, orders.item_count, -- timestamps orders.created_at, orders.updated_at, orders.fulfilled_at, -- metadata current_timestamp as _loaded_at from orders left join customers on orders.customer_id = customers.customer_id ) select * from final ``` ### Pattern 5: Testing and Documentation ```yaml # models/marts/core/_core__models.yml version: 2 models: - name: dim_customers description: Customer dimension with payment and order metrics columns: - name: customer_key description: Surrogate key for the customer dimension tests: - unique - not_null - name: customer_id description: Natural key from source system tests: - unique - not_null - name: email description: Customer email address tests: - not_null - name: customer_tier description: Customer value tier based on lifetime value tests: - accepted_values: values: ["high", "medium", "low"] - name: lifetime_value description: Total amount paid by customer tests: - dbt_utils.expression_is_true: expression: ">= 0" - name: fct_orders description: Order fact table with all order transactions tests: - dbt_utils.recency: datepart: day field: created_at interval: 1 columns: - name: order_id tests: - unique - not_null - name: customer_key tests: - not_null - relationships: to: ref('dim_customers') field: customer_key ``` ### Pattern 6: Macros and DRY Code ```sql -- macros/cents_to_dollars.sql {% macro cents_to_dollars(column_name, precision=2) %} round({{ column_name }} / 100.0, {{ precision }}) {% endmacro %} -- macros/generate_schema_name.sql {% macro generate_schema_name(custom_schema_name, node) %} {%- set default_schema = target.schema -%} {%- if custom_schema_name is none -%} {{ default_schema }} {%- else -%} {{ default_schema }}_{{ custom_schema_name }} {%- endif -%} {% endmacro %} -- macros/limit_data_in_dev.sql {% macro limit_data_in_dev(column_name, days=3) %} {% if target.name == 'dev' %} where {{ column_name }} >= dateadd(day, -{{ days }}, current_date) {% endif %} {% endmacro %} -- Usage in model select * from {{ ref('stg_orders') }} {{ limit_data_in_dev('created_at') }} ``` ### Pattern 7: Incremental Strategies ```sql -- Delete+Insert (default for most warehouses) {{ config( materialized='incremental', unique_key='id', incremental_strategy='delete+insert' ) }} -- Merge (best for late-arriving data) {{ config( materialized='incremental', unique_key='id', incremental_strategy='merge', merge_update_columns=['status', 'amount', 'updated_at'] ) }} -- Insert Overwrite (partition-based) {{ config( materialized='incremental', incremental_strategy='insert_overwrite', partition_by={ "field": "created_date", "data_type": "date", "granularity": "day" } ) }} select *, date(created_at) as created_date from {{ ref('stg_events') }} {% if is_incremental() %} where created_date >= dateadd(day, -3, current_date) {% endif %} ``` ## dbt Commands ```bash # Development dbt run # Run all models dbt run --select staging # Run staging models only dbt run --select +fct_orders # Run fct_orders and its upstream dbt run --select fct_orders+ # Run fct_orders and its downstream dbt run --full-refresh # Rebuild incremental models # Testing dbt test # Run all tests dbt test --select stg_stripe # Test specific models dbt build # Run + test in DAG order # Documentation dbt docs generate # Generate docs dbt docs serve # Serve docs locally # Debugging dbt compile # Compile SQL without running dbt debug # Test connection dbt ls --select tag:critical # List models by tag ``` ## Best Practices ### Do's - **Use staging layer** - Clean data once, use everywhere - **Test aggressively** - Not null, unique, relationships - **Document everything** - Column descriptions, model descriptions - **Use incremental** - For tables > 1M rows - **Version control** - dbt project in Git ### Don'ts - **Don't skip staging** - Raw β†’ mart is tech debt - **Don't hardcode dates** - Use `{{ var('start_date') }}` - **Don't repeat logic** - Extract to macros - **Don't test in prod** - Use dev target - **Don't ignore freshness** - Monitor source data ## Resources - [dbt Documentation](https://docs.getdbt.com/) - [dbt Best Practices](https://docs.getdbt.com/guides/best-practices) - [dbt-utils Package](https://hub.getdbt.com/dbt-labs/dbt_utils/latest/) - [dbt Discourse](https://discourse.getdbt.com/)
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cost-optimization

Optimize cloud costs through resource rightsizing, tagging

architecture
⭐1
# Cloud Cost Optimization Strategies and patterns for optimizing cloud costs across AWS, Azure, and GCP. ## Purpose Implement systematic cost optimization strategies to reduce cloud spending while maintaining performance and reliability. ## When to Use - Reduce cloud spending - Right-size resources - Implement cost governance - Optimize multi-cloud costs - Meet budget constraints ## Cost Optimization Framework ### 1. Visibility - Implement cost allocation tags - Use cloud cost management tools - Set up budget alerts - Create cost dashboards ### 2. Right-Sizing - Analyze resource utilization - Downsize over-provisioned resources - Use auto-scaling - Remove idle resources ### 3. Pricing Models - Use reserved capacity - Leverage spot/preemptible instances - Implement savings plans - Use committed use discounts ### 4. Architecture Optimization - Use managed services - Implement caching - Optimize data transfer - Use lifecycle policies ## AWS Cost Optimization ### Reserved Instances ``` Savings: 30-72% vs On-Demand Term: 1 or 3 years Payment: All/Partial/No upfront Flexibility: Standard or Convertible ``` ### Savings Plans ``` Compute Savings Plans: 66% savings EC2 Instance Savings Plans: 72% savings Applies to: EC2, Fargate, Lambda Flexible across: Instance families, regions, OS ``` ### Spot Instances ``` Savings: Up to 90% vs On-Demand Best for: Batch jobs, CI/CD, stateless workloads Risk: 2-minute interruption notice Strategy: Mix with On-Demand for resilience ``` ### S3 Cost Optimization ```hcl resource "aws_s3_bucket_lifecycle_configuration" "example" { bucket = aws_s3_bucket.example.id rule { id = "transition-to-ia" status = "Enabled" transition { days = 30 storage_class = "STANDARD_IA" } transition { days = 90 storage_class = "GLACIER" } expiration { days = 365 } } } ``` ## Azure Cost Optimization ### Reserved VM Instances - 1 or 3 year terms - Up to 72% savings - Flexible sizing - Exchangeable ### Azure Hybrid Benefit - Use existing Windows Server licenses - Up to 80% savings with RI - Available for Windows and SQL Server ### Azure Advisor Recommendations - Right-size VMs - Delete unused resources - Use reserved capacity - Optimize storage ## GCP Cost Optimization ### Committed Use Discounts - 1 or 3 year commitment - Up to 57% savings - Applies to vCPUs and memory - Resource-based or spend-based ### Sustained Use Discounts - Automatic discounts - Up to 30% for running instances - No commitment required - Applies to Compute Engine, GKE ### Preemptible VMs - Up to 80% savings - 24-hour maximum runtime - Best for batch workloads ## Tagging Strategy ### AWS Tagging ```hcl locals { common_tags = { Environment = "production" Project = "my-project" CostCenter = "engineering" Owner = "team@example.com" ManagedBy = "terraform" } } resource "aws_instance" "example" { ami = "ami-12345678" instance_type = "t3.medium" tags = merge( local.common_tags, { Name = "web-server" } ) } ``` **Reference:** See `references/tagging-standards.md` ## Cost Monitoring ### Budget Alerts ```hcl # AWS Budget resource "aws_budgets_budget" "monthly" { name = "monthly-budget" budget_type = "COST" limit_amount = "1000" limit_unit = "USD" time_period_start = "2024-01-01_00:00" time_unit = "MONTHLY" notification { comparison_operator = "GREATER_THAN" threshold = 80 threshold_type = "PERCENTAGE" notification_type = "ACTUAL" subscriber_email_addresses = ["team@example.com"] } } ``` ### Cost Anomaly Detection - AWS Cost Anomaly Detection - Azure Cost Management alerts - GCP Budget alerts ## Architecture Patterns ### Pattern 1: Serverless First - Use Lambda/Functions for event-driven - Pay only for execution time - Auto-scaling included - No idle costs ### Pattern 2: Right-Sized Databases ``` Development: t3.small RDS Staging: t3.large RDS Production: r6g.2xlarge RDS with read replicas ``` ### Pattern 3: Multi-Tier Storage ``` Hot data: S3 Standard Warm data: S3 Standard-IA (30 days) Cold data: S3 Glacier (90 days) Archive: S3 Deep Archive (365 days) ``` ### Pattern 4: Auto-Scaling ```hcl resource "aws_autoscaling_policy" "scale_up" { name = "scale-up" scaling_adjustment = 2 adjustment_type = "ChangeInCapacity" cooldown = 300 autoscaling_group_name = aws_autoscaling_group.main.name } resource "aws_cloudwatch_metric_alarm" "cpu_high" { alarm_name = "cpu-high" comparison_operator = "GreaterThanThreshold" evaluation_periods = "2" metric_name = "CPUUtilization" namespace = "AWS/EC2" period = "60" statistic = "Average" threshold = "80" alarm_actions = [aws_autoscaling_policy.scale_up.arn] } ``` ## Cost Optimization Checklist - [ ] Implement cost allocation tags - [ ] Delete unused resources (EBS, EIPs, snapshots) - [ ] Right-size instances based on utilization - [ ] Use reserved capacity for steady workloads - [ ] Implement auto-scaling - [ ] Optimize storage classes - [ ] Use lifecycle policies - [ ] Enable cost anomaly detection - [ ] Set budget alerts - [ ] Review costs weekly - [ ] Use spot/preemptible instances - [ ] Optimize data transfer costs - [ ] Implement caching layers - [ ] Use managed services - [ ] Monitor and optimize continuously ## Tools - **AWS:** Cost Explorer, Cost Anomaly Detection, Compute Optimizer - **Azure:** Cost Management, Advisor - **GCP:** Cost Management, Recommender - **Multi-cloud:** CloudHealth, Cloudability, Kubecost ## Reference Files - `references/tagging-standards.md` - Tagging conventions - `assets/cost-analysis-template.xlsx` - Cost analysis spreadsheet ## Related Skills - `terraform-module-library` - For resource provisioning - `multi-cloud-architecture` - For cloud selection
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mtls-configuration

Configure mutual TLS (mTLS) for zero-trust service-to-service

architecture
⭐1
# mTLS Configuration Comprehensive guide to implementing mutual TLS for zero-trust service mesh communication. ## When to Use This Skill - Implementing zero-trust networking - Securing service-to-service communication - Certificate rotation and management - Debugging TLS handshake issues - Compliance requirements (PCI-DSS, HIPAA) - Multi-cluster secure communication ## Core Concepts ### 1. mTLS Flow ``` β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Service β”‚ β”‚ Service β”‚ β”‚ A β”‚ β”‚ B β”‚ β””β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”˜ β”‚ β”‚ β”Œβ”€β”€β”€β”€β”΄β”€β”€β”€β”€β” TLS Handshake β”Œβ”€β”€β”€β”€β”΄β”€β”€β”€β”€β” β”‚ Proxy │◄───────────────────────────►│ Proxy β”‚ β”‚(Sidecar)β”‚ 1. ClientHello β”‚(Sidecar)β”‚ β”‚ β”‚ 2. ServerHello + Cert β”‚ β”‚ β”‚ β”‚ 3. Client Cert β”‚ β”‚ β”‚ β”‚ 4. Verify Both Certs β”‚ β”‚ β”‚ β”‚ 5. Encrypted Channel β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ### 2. Certificate Hierarchy ``` Root CA (Self-signed, long-lived) β”‚ β”œβ”€β”€ Intermediate CA (Cluster-level) β”‚ β”‚ β”‚ β”œβ”€β”€ Workload Cert (Service A) β”‚ └── Workload Cert (Service B) β”‚ └── Intermediate CA (Multi-cluster) β”‚ └── Cross-cluster certs ``` ## Templates ### Template 1: Istio mTLS (Strict Mode) ```yaml # Enable strict mTLS mesh-wide apiVersion: security.istio.io/v1beta1 kind: PeerAuthentication metadata: name: default namespace: istio-system spec: mtls: mode: STRICT --- # Namespace-level override (permissive for migration) apiVersion: security.istio.io/v1beta1 kind: PeerAuthentication metadata: name: default namespace: legacy-namespace spec: mtls: mode: PERMISSIVE --- # Workload-specific policy apiVersion: security.istio.io/v1beta1 kind: PeerAuthentication metadata: name: payment-service namespace: production spec: selector: matchLabels: app: payment-service mtls: mode: STRICT portLevelMtls: 8080: mode: STRICT 9090: mode: DISABLE # Metrics port, no mTLS ``` ### Template 2: Istio Destination Rule for mTLS ```yaml apiVersion: networking.istio.io/v1beta1 kind: DestinationRule metadata: name: default namespace: istio-system spec: host: "*.local" trafficPolicy: tls: mode: ISTIO_MUTUAL --- # TLS to external service apiVersion: networking.istio.io/v1beta1 kind: DestinationRule metadata: name: external-api spec: host: api.external.com trafficPolicy: tls: mode: SIMPLE caCertificates: /etc/certs/external-ca.pem --- # Mutual TLS to external service apiVersion: networking.istio.io/v1beta1 kind: DestinationRule metadata: name: partner-api spec: host: api.partner.com trafficPolicy: tls: mode: MUTUAL clientCertificate: /etc/certs/client.pem privateKey: /etc/certs/client-key.pem caCertificates: /etc/certs/partner-ca.pem ``` ### Template 3: Cert-Manager with Istio ```yaml # Install cert-manager issuer for Istio apiVersion: cert-manager.io/v1 kind: ClusterIssuer metadata: name: istio-ca spec: ca: secretName: istio-ca-secret --- # Create Istio CA secret apiVersion: v1 kind: Secret metadata: name: istio-ca-secret namespace: cert-manager type: kubernetes.io/tls data: tls.crt: <base64-encoded-ca-cert> tls.key: <base64-encoded-ca-key> --- # Certificate for workload apiVersion: cert-manager.io/v1 kind: Certificate metadata: name: my-service-cert namespace: my-namespace spec: secretName: my-service-tls duration: 24h renewBefore: 8h issuerRef: name: istio-ca kind: ClusterIssuer commonName: my-service.my-namespace.svc.cluster.local dnsNames: - my-service - my-service.my-namespace - my-service.my-namespace.svc - my-service.my-namespace.svc.cluster.local usages: - server auth - client auth ``` ### Template 4: SPIFFE/SPIRE Integration ```yaml # SPIRE Server configuration apiVersion: v1 kind: ConfigMap metadata: name: spire-server namespace: spire data: server.conf: | server { bind_address = "0.0.0.0" bind_port = "8081" trust_domain = "example.org" data_dir = "/run/spire/data" log_level = "INFO" ca_ttl = "168h" default_x509_svid_ttl = "1h" } plugins { DataStore "sql" { plugin_data { database_type = "sqlite3" connection_string = "/run/spire/data/datastore.sqlite3" } } NodeAttestor "k8s_psat" { plugin_data { clusters = { "demo-cluster" = { service_account_allow_list = ["spire:spire-agent"] } } } } KeyManager "memory" { plugin_data {} } UpstreamAuthority "disk" { plugin_data { key_file_path = "/run/spire/secrets/bootstrap.key" cert_file_path = "/run/spire/secrets/bootstrap.crt" } } } --- # SPIRE Agent DaemonSet (abbreviated) apiVersion: apps/v1 kind: DaemonSet metadata: name: spire-agent namespace: spire spec: selector: matchLabels: app: spire-agent template: spec: containers: - name: spire-agent image: ghcr.io/spiffe/spire-agent:1.8.0 volumeMounts: - name: spire-agent-socket mountPath: /run/spire/sockets volumes: - name: spire-agent-socket hostPath: path: /run/spire/sockets type: DirectoryOrCreate ``` ### Template 5: Linkerd mTLS (Automatic) ```yaml # Linkerd enables mTLS automatically # Verify with: # linkerd viz edges deployment -n my-namespace # For external services without mTLS apiVersion: policy.linkerd.io/v1beta1 kind: Server metadata: name: external-api namespace: my-namespace spec: podSelector: matchLabels: app: my-app port: external-api proxyProtocol: HTTP/1 # or TLS for passthrough --- # Skip TLS for specific port apiVersion: v1 kind: Service metadata: name: my-service annotations: config.linkerd.io/skip-outbound-ports: "3306" # MySQL ``` ## Certificate Rotation ```bash # Istio - Check certificate expiry istioctl proxy-config secret deploy/my-app -o json | \ jq '.dynamicActiveSecrets[0].secret.tlsCertificate.certificateChain.inlineBytes' | \ tr -d '"' | base64 -d | openssl x509 -text -noout # Force certificate rotation kubectl rollout restart deployment/my-app # Check Linkerd identity linkerd identity -n my-namespace ``` ## Debugging mTLS Issues ```bash # Istio - Check if mTLS is enabled istioctl authn tls-check my-service.my-namespace.svc.cluster.local # Verify peer authentication kubectl get peerauthentication --all-namespaces # Check destination rules kubectl get destinationrule --all-namespaces # Debug TLS handshake istioctl proxy-config log deploy/my-app --level debug kubectl logs deploy/my-app -c istio-proxy | grep -i tls # Linkerd - Check mTLS status linkerd viz edges deployment -n my-namespace linkerd viz tap deploy/my-app --to deploy/my-backend ``` ## Best Practices ### Do's - **Start with PERMISSIVE** - Migrate gradually to STRICT - **Monitor certificate expiry** - Set up alerts - **Use short-lived certs** - 24h or less for workloads - **Rotate CA periodically** - Plan for CA rotation - **Log TLS errors** - For debugging and audit ### Don'ts - **Don't disable mTLS** - For convenience in production - **Don't ignore cert expiry** - Automate rotation - **Don't use self-signed certs** - Use proper CA hierarchy - **Don't skip verification** - Verify the full chain ## Resources - [Istio Security](https://istio.io/latest/docs/concepts/security/) - [SPIFFE/SPIRE](https://spiffe.io/) - [cert-manager](https://cert-manager.io/) - [Zero Trust Architecture (NIST)](https://www.nist.gov/publications/zero-trust-architecture)
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πŸ‘οΈ0
πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

multi-reviewer-patterns

Coordinate parallel code reviews across multiple quality dimensions

coding
⭐1
# Multi-Reviewer Patterns Patterns for coordinating parallel code reviews across multiple quality dimensions, deduplicating findings, calibrating severity, and producing consolidated reports. ## When to Use This Skill - Organizing a multi-dimensional code review - Deciding which review dimensions to assign - Deduplicating findings from multiple reviewers - Calibrating severity ratings consistently - Producing a consolidated review report ## Review Dimension Allocation ### Available Dimensions | Dimension | Focus | When to Include | | ----------------- | --------------------------------------- | ------------------------------------------- | | **Security** | Vulnerabilities, auth, input validation | Always for code handling user input or auth | | **Performance** | Query efficiency, memory, caching | When changing data access or hot paths | | **Architecture** | SOLID, coupling, patterns | For structural changes or new modules | | **Testing** | Coverage, quality, edge cases | When adding new functionality | | **Accessibility** | WCAG, ARIA, keyboard nav | For UI/frontend changes | ### Recommended Combinations | Scenario | Dimensions | | ---------------------- | -------------------------------------------- | | API endpoint changes | Security, Performance, Architecture | | Frontend component | Architecture, Testing, Accessibility | | Database migration | Performance, Architecture | | Authentication changes | Security, Testing | | Full feature review | Security, Performance, Architecture, Testing | ## Finding Deduplication When multiple reviewers report issues at the same location: ### Merge Rules 1. **Same file:line, same issue** β€” Merge into one finding, credit all reviewers 2. **Same file:line, different issues** β€” Keep as separate findings 3. **Same issue, different locations** β€” Keep separate but cross-reference 4. **Conflicting severity** β€” Use the higher severity rating 5. **Conflicting recommendations** β€” Include both with reviewer attribution ### Deduplication Process ``` For each finding in all reviewer reports: 1. Check if another finding references the same file:line 2. If yes, check if they describe the same issue 3. If same issue: merge, keeping the more detailed description 4. If different issue: keep both, tag as "co-located" 5. Use highest severity among merged findings ``` ## Severity Calibration ### Severity Criteria | Severity | Impact | Likelihood | Examples | | ------------ | --------------------------------------------- | ---------------------- | -------------------------------------------- | | **Critical** | Data loss, security breach, complete failure | Certain or very likely | SQL injection, auth bypass, data corruption | | **High** | Significant functionality impact, degradation | Likely | Memory leak, missing validation, broken flow | | **Medium** | Partial impact, workaround exists | Possible | N+1 query, missing edge case, unclear error | | **Low** | Minimal impact, cosmetic | Unlikely | Style issue, minor optimization, naming | ### Calibration Rules - Security vulnerabilities exploitable by external users: always Critical or High - Performance issues in hot paths: at least Medium - Missing tests for critical paths: at least Medium - Accessibility violations for core functionality: at least Medium - Code style issues with no functional impact: Low ## Consolidated Report Template ```markdown ## Code Review Report **Target**: {files/PR/directory} **Reviewers**: {dimension-1}, {dimension-2}, {dimension-3} **Date**: {date} **Files Reviewed**: {count} ### Critical Findings ({count}) #### [CR-001] {Title} **Location**: `{file}:{line}` **Dimension**: {Security/Performance/etc.} **Description**: {what was found} **Impact**: {what could happen} **Fix**: {recommended remediation} ### High Findings ({count}) ... ### Medium Findings ({count}) ... ### Low Findings ({count}) ... ### Summary | Dimension | Critical | High | Medium | Low | Total | | ------------ | -------- | ----- | ------ | ----- | ------ | | Security | 1 | 2 | 3 | 0 | 6 | | Performance | 0 | 1 | 4 | 2 | 7 | | Architecture | 0 | 0 | 2 | 3 | 5 | | **Total** | **1** | **3** | **9** | **5** | **18** | ### Recommendation {Overall assessment and prioritized action items} ```
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πŸ‘οΈ1
πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

multi-cloud-architecture

Design multi-cloud architectures using a decision framework to

architecture
⭐1
# Multi-Cloud Architecture Decision framework and patterns for architecting applications across AWS, Azure, and GCP. ## Purpose Design cloud-agnostic architectures and make informed decisions about service selection across cloud providers. ## When to Use - Design multi-cloud strategies - Migrate between cloud providers - Select cloud services for specific workloads - Implement cloud-agnostic architectures - Optimize costs across providers ## Cloud Service Comparison ### Compute Services | AWS | Azure | GCP | Use Case | | ------- | ------------------- | --------------- | ------------------ | | EC2 | Virtual Machines | Compute Engine | IaaS VMs | | ECS | Container Instances | Cloud Run | Containers | | EKS | AKS | GKE | Kubernetes | | Lambda | Functions | Cloud Functions | Serverless | | Fargate | Container Apps | Cloud Run | Managed containers | ### Storage Services | AWS | Azure | GCP | Use Case | | ------- | --------------- | --------------- | -------------- | | S3 | Blob Storage | Cloud Storage | Object storage | | EBS | Managed Disks | Persistent Disk | Block storage | | EFS | Azure Files | Filestore | File storage | | Glacier | Archive Storage | Archive Storage | Cold storage | ### Database Services | AWS | Azure | GCP | Use Case | | ----------- | ---------------- | ------------- | --------------- | | RDS | SQL Database | Cloud SQL | Managed SQL | | DynamoDB | Cosmos DB | Firestore | NoSQL | | Aurora | PostgreSQL/MySQL | Cloud Spanner | Distributed SQL | | ElastiCache | Cache for Redis | Memorystore | Caching | **Reference:** See `references/service-comparison.md` for complete comparison ## Multi-Cloud Patterns ### Pattern 1: Single Provider with DR - Primary workload in one cloud - Disaster recovery in another - Database replication across clouds - Automated failover ### Pattern 2: Best-of-Breed - Use best service from each provider - AI/ML on GCP - Enterprise apps on Azure - General compute on AWS ### Pattern 3: Geographic Distribution - Serve users from nearest cloud region - Data sovereignty compliance - Global load balancing - Regional failover ### Pattern 4: Cloud-Agnostic Abstraction - Kubernetes for compute - PostgreSQL for database - S3-compatible storage (MinIO) - Open source tools ## Cloud-Agnostic Architecture ### Use Cloud-Native Alternatives - **Compute:** Kubernetes (EKS/AKS/GKE) - **Database:** PostgreSQL/MySQL (RDS/SQL Database/Cloud SQL) - **Message Queue:** Apache Kafka (MSK/Event Hubs/Confluent) - **Cache:** Redis (ElastiCache/Azure Cache/Memorystore) - **Object Storage:** S3-compatible API - **Monitoring:** Prometheus/Grafana - **Service Mesh:** Istio/Linkerd ### Abstraction Layers ``` Application Layer ↓ Infrastructure Abstraction (Terraform) ↓ Cloud Provider APIs ↓ AWS / Azure / GCP ``` ## Cost Comparison ### Compute Pricing Factors - **AWS:** On-demand, Reserved, Spot, Savings Plans - **Azure:** Pay-as-you-go, Reserved, Spot - **GCP:** On-demand, Committed use, Preemptible ### Cost Optimization Strategies 1. Use reserved/committed capacity (30-70% savings) 2. Leverage spot/preemptible instances 3. Right-size resources 4. Use serverless for variable workloads 5. Optimize data transfer costs 6. Implement lifecycle policies 7. Use cost allocation tags 8. Monitor with cloud cost tools **Reference:** See `references/multi-cloud-patterns.md` ## Migration Strategy ### Phase 1: Assessment - Inventory current infrastructure - Identify dependencies - Assess cloud compatibility - Estimate costs ### Phase 2: Pilot - Select pilot workload - Implement in target cloud - Test thoroughly - Document learnings ### Phase 3: Migration - Migrate workloads incrementally - Maintain dual-run period - Monitor performance - Validate functionality ### Phase 4: Optimization - Right-size resources - Implement cloud-native services - Optimize costs - Enhance security ## Best Practices 1. **Use infrastructure as code** (Terraform/OpenTofu) 2. **Implement CI/CD pipelines** for deployments 3. **Design for failure** across clouds 4. **Use managed services** when possible 5. **Implement comprehensive monitoring** 6. **Automate cost optimization** 7. **Follow security best practices** 8. **Document cloud-specific configurations** 9. **Test disaster recovery** procedures 10. **Train teams** on multiple clouds ## Reference Files - `references/service-comparison.md` - Complete service comparison - `references/multi-cloud-patterns.md` - Architecture patterns ## Related Skills - `terraform-module-library` - For IaC implementation - `cost-optimization` - For cost management - `hybrid-cloud-networking` - For connectivity
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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

track-management

Use this skill when creating, managing, or working with Conductor

coding
⭐1
# Track Management Guide for creating, managing, and completing Conductor tracks - the logical work units that organize features, bugs, and refactors through specification, planning, and implementation phases. ## When to Use This Skill - Creating new feature, bug, or refactor tracks - Writing or reviewing spec.md files - Creating or updating plan.md files - Managing track lifecycle from creation to completion - Understanding track status markers and conventions - Working with the tracks.md registry - Interpreting or updating track metadata ## Track Concept A track is a logical work unit that encapsulates a complete piece of work. Each track has: - A unique identifier - A specification defining requirements - A phased plan breaking work into tasks - Metadata tracking status and progress Tracks provide semantic organization for work, enabling: - Clear scope boundaries - Progress tracking - Git-aware operations (revert by track) - Team coordination ## Track Types ### feature New functionality or capabilities. Use for: - New user-facing features - New API endpoints - New integrations - Significant enhancements ### bug Defect fixes. Use for: - Incorrect behavior - Error conditions - Performance regressions - Security vulnerabilities ### chore Maintenance and housekeeping. Use for: - Dependency updates - Configuration changes - Documentation updates - Cleanup tasks ### refactor Code improvement without behavior change. Use for: - Code restructuring - Pattern adoption - Technical debt reduction - Performance optimization (same behavior, better performance) ## Track ID Format Track IDs follow the pattern: `{shortname}_{YYYYMMDD}` - **shortname**: 2-4 word kebab-case description (e.g., `user-auth`, `api-rate-limit`) - **YYYYMMDD**: Creation date in ISO format Examples: - `user-auth_20250115` - `fix-login-error_20250115` - `upgrade-deps_20250115` - `refactor-api-client_20250115` ## Track Lifecycle ### 1. Creation (newTrack) **Define Requirements** 1. Gather requirements through interactive Q&A 2. Identify acceptance criteria 3. Determine scope boundaries 4. Identify dependencies **Generate Specification** 1. Create `spec.md` with structured requirements 2. Document functional and non-functional requirements 3. Define acceptance criteria 4. List dependencies and constraints **Generate Plan** 1. Create `plan.md` with phased task breakdown 2. Organize tasks into logical phases 3. Add verification tasks after phases 4. Estimate effort and complexity **Register Track** 1. Add entry to `tracks.md` registry 2. Create track directory structure 3. Generate `metadata.json` 4. Create track `index.md` ### 2. Implementation **Execute Tasks** 1. Select next pending task from plan 2. Mark task as in-progress 3. Implement following workflow (TDD) 4. Mark task complete with commit SHA **Update Status** 1. Update task markers in plan.md 2. Record commit SHAs for traceability 3. Update phase progress 4. Update track status in tracks.md **Verify Progress** 1. Complete verification tasks 2. Wait for checkpoint approval 3. Record checkpoint commits ### 3. Completion **Sync Documentation** 1. Update product.md if features added 2. Update tech-stack.md if dependencies changed 3. Verify all acceptance criteria met **Archive or Delete** 1. Mark track as completed in tracks.md 2. Record completion date 3. Archive or retain track directory ## Specification (spec.md) Structure ```markdown # {Track Title} ## Overview Brief description of what this track accomplishes and why. ## Functional Requirements ### FR-1: {Requirement Name} Description of the functional requirement. - Acceptance: How to verify this requirement is met ### FR-2: {Requirement Name} ... ## Non-Functional Requirements ### NFR-1: {Requirement Name} Description of the non-functional requirement (performance, security, etc.) - Target: Specific measurable target - Verification: How to test ## Acceptance Criteria - [ ] Criterion 1: Specific, testable condition - [ ] Criterion 2: Specific, testable condition - [ ] Criterion 3: Specific, testable condition ## Scope ### In Scope - Explicitly included items - Features to implement - Components to modify ### Out of Scope - Explicitly excluded items - Future considerations - Related but separate work ## Dependencies ### Internal - Other tracks or components this depends on - Required context artifacts ### External - Third-party services or APIs - External dependencies ## Risks and Mitigations | Risk | Impact | Mitigation | | ---------------- | --------------- | ------------------- | | Risk description | High/Medium/Low | Mitigation strategy | ## Open Questions - [ ] Question that needs resolution - [x] Resolved question - Answer ``` ## Plan (plan.md) Structure ```markdown # Implementation Plan: {Track Title} Track ID: `{track-id}` Created: YYYY-MM-DD Status: pending | in-progress | completed ## Overview Brief description of implementation approach. ## Phase 1: {Phase Name} ### Tasks - [ ] **Task 1.1**: Task description - Sub-task or detail - Sub-task or detail - [ ] **Task 1.2**: Task description - [ ] **Task 1.3**: Task description ### Verification - [ ] **Verify 1.1**: Verification step for phase ## Phase 2: {Phase Name} ### Tasks - [ ] **Task 2.1**: Task description - [ ] **Task 2.2**: Task description ### Verification - [ ] **Verify 2.1**: Verification step for phase ## Phase 3: Finalization ### Tasks - [ ] **Task 3.1**: Update documentation - [ ] **Task 3.2**: Final integration test ### Verification - [ ] **Verify 3.1**: All acceptance criteria met ## Checkpoints | Phase | Checkpoint SHA | Date | Status | | ------- | -------------- | ---- | ------- | | Phase 1 | | | pending | | Phase 2 | | | pending | | Phase 3 | | | pending | ``` ## Status Marker Conventions Use consistent markers in plan.md: | Marker | Meaning | Usage | | ------ | ----------- | --------------------------- | | `[ ]` | Pending | Task not started | | `[~]` | In Progress | Currently being worked | | `[x]` | Complete | Task finished (include SHA) | | `[-]` | Skipped | Intentionally not done | | `[!]` | Blocked | Waiting on dependency | Example: ```markdown - [x] **Task 1.1**: Set up database schema `abc1234` - [~] **Task 1.2**: Implement user model - [ ] **Task 1.3**: Add validation logic - [!] **Task 1.4**: Integrate auth service (blocked: waiting for API key) - [-] **Task 1.5**: Legacy migration (skipped: not needed) ``` ## Track Registry (tracks.md) Format ```markdown # Track Registry ## Active Tracks | Track ID | Type | Status | Phase | Started | Assignee | | ------------------------------------------------ | ------- | ----------- | ----- | ---------- | ---------- | | [user-auth_20250115](tracks/user-auth_20250115/) | feature | in-progress | 2/3 | 2025-01-15 | @developer | | [fix-login_20250114](tracks/fix-login_20250114/) | bug | pending | 0/2 | 2025-01-14 | - | ## Completed Tracks | Track ID | Type | Completed | Duration | | ---------------------------------------------- | ----- | ---------- | -------- | | [setup-ci_20250110](tracks/setup-ci_20250110/) | chore | 2025-01-12 | 2 days | ## Archived Tracks | Track ID | Reason | Archived | | ---------------------------------------------------- | ---------- | ---------- | | [old-feature_20241201](tracks/old-feature_20241201/) | Superseded | 2025-01-05 | ``` ## Metadata (metadata.json) Fields ```json { "id": "user-auth_20250115", "title": "User Authentication System", "type": "feature", "status": "in-progress", "priority": "high", "created": "2025-01-15T10:30:00Z", "updated": "2025-01-15T14:45:00Z", "started": "2025-01-15T11:00:00Z", "completed": null, "assignee": "@developer", "phases": { "total": 3, "current": 2, "completed": 1 }, "tasks": { "total": 12, "completed": 5, "in_progress": 1, "pending": 6 }, "checkpoints": [ { "phase": 1, "sha": "abc1234", "date": "2025-01-15T13:00:00Z" } ], "dependencies": [], "tags": ["auth", "security"] } ``` ## Track Operations ### Creating a Track 1. Run `/conductor:new-track` 2. Answer interactive questions 3. Review generated spec.md 4. Review generated plan.md 5. Confirm track creation ### Starting Implementation 1. Read spec.md and plan.md 2. Verify context artifacts are current 3. Mark first task as `[~]` 4. Begin TDD workflow ### Completing a Phase 1. Ensure all phase tasks are `[x]` 2. Complete verification tasks 3. Wait for checkpoint approval 4. Record checkpoint SHA 5. Proceed to next phase ### Completing a Track 1. Verify all phases complete 2. Verify all acceptance criteria met 3. Update product.md if needed 4. Mark track completed in tracks.md 5. Update metadata.json ### Reverting a Track 1. Run `/conductor:revert` 2. Select track to revert 3. Choose granularity (track/phase/task) 4. Confirm revert operation 5. Update status markers ## Handling Track Dependencies ### Identifying Dependencies During track creation, identify: - **Hard dependencies**: Must complete before this track can start - **Soft dependencies**: Can proceed in parallel but may affect integration - **External dependencies**: Third-party services, APIs, or team decisions ### Documenting Dependencies In spec.md, list dependencies with: - Dependency type (hard/soft/external) - Current status (available/pending/blocked) - Resolution path (what needs to happen) ### Managing Blocked Tracks When a track is blocked: 1. Mark blocked tasks with `[!]` and reason 2. Update tracks.md status 3. Document blocker in metadata.json 4. Consider creating dependency track if needed ## Track Sizing Guidelines ### Right-Sized Tracks Aim for tracks that: - Complete in 1-5 days of work - Have 2-4 phases - Contain 8-20 tasks total - Deliver a coherent, testable unit ### Too Large Signs a track is too large: - More than 5 phases - More than 25 tasks - Multiple unrelated features - Estimated duration > 1 week Solution: Split into multiple tracks with clear boundaries. ### Too Small Signs a track is too small: - Single phase with 1-2 tasks - No meaningful verification needed - Could be a sub-task of another track - Less than a few hours of work Solution: Combine with related work or handle as part of existing track. ## Specification Quality Checklist Before finalizing spec.md, verify: ### Requirements Quality - [ ] Each requirement has clear acceptance criteria - [ ] Requirements are testable - [ ] Requirements are independent (can verify separately) - [ ] No ambiguous language ("should be fast" β†’ "response < 200ms") ### Scope Clarity - [ ] In-scope items are specific - [ ] Out-of-scope items prevent scope creep - [ ] Boundaries are clear to implementer ### Dependencies Identified - [ ] All internal dependencies listed - [ ] External dependencies have owners/contacts - [ ] Dependency status is current ### Risks Addressed - [ ] Major risks identified - [ ] Impact assessment realistic - [ ] Mitigations are actionable ## Plan Quality Checklist Before starting implementation, verify plan.md: ### Task Quality - [ ] Tasks are atomic (one logical action) - [ ] Tasks are independently verifiable - [ ] Task descriptions are clear - [ ] Sub-tasks provide helpful detail ### Phase Organization - [ ] Phases group related tasks - [ ] Each phase delivers something testable - [ ] Verification tasks after each phase - [ ] Phases build on each other logically ### Completeness - [ ] All spec requirements have corresponding tasks - [ ] Documentation tasks included - [ ] Testing tasks included - [ ] Integration tasks included ## Common Track Patterns ### Feature Track Pattern ``` Phase 1: Foundation - Data models - Database migrations - Basic API structure Phase 2: Core Logic - Business logic implementation - Input validation - Error handling Phase 3: Integration - UI integration - API documentation - End-to-end tests ``` ### Bug Fix Track Pattern ``` Phase 1: Reproduction - Write failing test capturing bug - Document reproduction steps Phase 2: Fix - Implement fix - Verify test passes - Check for regressions Phase 3: Verification - Manual verification - Update documentation if needed ``` ### Refactor Track Pattern ``` Phase 1: Preparation - Add characterization tests - Document current behavior Phase 2: Refactoring - Apply changes incrementally - Maintain green tests throughout Phase 3: Cleanup - Remove dead code - Update documentation ``` ## Best Practices 1. **One track, one concern**: Keep tracks focused on a single logical change 2. **Small phases**: Break work into phases of 3-5 tasks maximum 3. **Verification after phases**: Always include verification tasks 4. **Update markers immediately**: Mark task status as you work 5. **Record SHAs**: Always note commit SHAs for completed tasks 6. **Review specs before planning**: Ensure spec is complete before creating plan 7. **Link dependencies**: Explicitly note track dependencies 8. **Archive, don't delete**: Preserve completed tracks for reference 9. **Size appropriately**: Keep tracks between 1-5 days of work 10. **Clear acceptance criteria**: Every requirement must be testable
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πŸ‘οΈ0
πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

workflow-patterns

Use this skill when implementing tasks according to Conductor's TDD

coding
⭐1
# Workflow Patterns Guide for implementing tasks using Conductor's TDD workflow, managing phase checkpoints, handling git commits, and executing the verification protocol that ensures quality throughout implementation. ## When to Use This Skill - Implementing tasks from a track's plan.md - Following TDD red-green-refactor cycle - Completing phase checkpoints - Managing git commits and notes - Understanding quality assurance gates - Handling verification protocols - Recording progress in plan files ## TDD Task Lifecycle Follow these 11 steps for each task: ### Step 1: Select Next Task Read plan.md and identify the next pending `[ ]` task. Select tasks in order within the current phase. Do not skip ahead to later phases. ### Step 2: Mark as In Progress Update plan.md to mark the task as `[~]`: ```markdown - [~] **Task 2.1**: Implement user validation ``` Commit this status change separately from implementation. ### Step 3: RED - Write Failing Tests Write tests that define the expected behavior before writing implementation: - Create test file if needed - Write test cases covering happy path - Write test cases covering edge cases - Write test cases covering error conditions - Run tests - they should FAIL Example: ```python def test_validate_user_email_valid(): user = User(email="test@example.com") assert user.validate_email() is True def test_validate_user_email_invalid(): user = User(email="invalid") assert user.validate_email() is False ``` ### Step 4: GREEN - Implement Minimum Code Write the minimum code necessary to make tests pass: - Focus on making tests green, not perfection - Avoid premature optimization - Keep implementation simple - Run tests - they should PASS ### Step 5: REFACTOR - Improve Clarity With green tests, improve the code: - Extract common patterns - Improve naming - Remove duplication - Simplify logic - Run tests after each change - they should remain GREEN ### Step 6: Verify Coverage Check test coverage meets the 80% target: ```bash pytest --cov=module --cov-report=term-missing ``` If coverage is below 80%: - Identify uncovered lines - Add tests for missing paths - Re-run coverage check ### Step 7: Document Deviations If implementation deviated from plan or introduced new dependencies: - Update tech-stack.md with new dependencies - Note deviations in plan.md task comments - Update spec.md if requirements changed ### Step 8: Commit Implementation Create a focused commit for the task: ```bash git add -A git commit -m "feat(user): implement email validation - Add validate_email method to User class - Handle empty and malformed emails - Add comprehensive test coverage Task: 2.1 Track: user-auth_20250115" ``` Commit message format: - Type: feat, fix, refactor, test, docs, chore - Scope: affected module or component - Summary: imperative, present tense - Body: bullet points of changes - Footer: task and track references ### Step 9: Attach Git Notes Add rich task summary as git note: ```bash git notes add -m "Task 2.1: Implement user validation Summary: - Added email validation using regex pattern - Handles edge cases: empty, no @, no domain - Coverage: 94% on validation module Files changed: - src/models/user.py (modified) - tests/test_user.py (modified) Decisions: - Used simple regex over email-validator library - Reason: No external dependency for basic validation" ``` ### Step 10: Update Plan with SHA Update plan.md to mark task complete with commit SHA: ```markdown - [x] **Task 2.1**: Implement user validation `abc1234` ``` ### Step 11: Commit Plan Update Commit the plan status update: ```bash git add conductor/tracks/*/plan.md git commit -m "docs: update plan - task 2.1 complete Track: user-auth_20250115" ``` ## Phase Completion Protocol When all tasks in a phase are complete, execute the verification protocol: ### Identify Changed Files List all files modified since the last checkpoint: ```bash git diff --name-only <last-checkpoint-sha>..HEAD ``` ### Ensure Test Coverage For each modified file: 1. Identify corresponding test file 2. Verify tests exist for new/changed code 3. Run coverage for modified modules 4. Add tests if coverage < 80% ### Run Full Test Suite Execute complete test suite: ```bash pytest -v --tb=short ``` All tests must pass before proceeding. ### Generate Manual Verification Steps Create checklist of manual verifications: ```markdown ## Phase 1 Verification Checklist - [ ] User can register with valid email - [ ] Invalid email shows appropriate error - [ ] Database stores user correctly - [ ] API returns expected response codes ``` ### WAIT for User Approval Present verification checklist to user: ``` Phase 1 complete. Please verify: 1. [ ] Test suite passes (automated) 2. [ ] Coverage meets target (automated) 3. [ ] Manual verification items (requires human) Respond with 'approved' to continue, or note issues. ``` Do NOT proceed without explicit approval. ### Create Checkpoint Commit After approval, create checkpoint commit: ```bash git add -A git commit -m "checkpoint: phase 1 complete - user-auth_20250115 Verified: - All tests passing - Coverage: 87% - Manual verification approved Phase 1 tasks: - [x] Task 1.1: Setup database schema - [x] Task 1.2: Implement user model - [x] Task 1.3: Add validation logic" ``` ### Record Checkpoint SHA Update plan.md checkpoints table: ```markdown ## Checkpoints | Phase | Checkpoint SHA | Date | Status | | ------- | -------------- | ---------- | -------- | | Phase 1 | def5678 | 2025-01-15 | verified | | Phase 2 | | | pending | ``` ## Quality Assurance Gates Before marking any task complete, verify these gates: ### Passing Tests - All existing tests pass - New tests pass - No test regressions ### Coverage >= 80% - New code has 80%+ coverage - Overall project coverage maintained - Critical paths fully covered ### Style Compliance - Code follows style guides - Linting passes - Formatting correct ### Documentation - Public APIs documented - Complex logic explained - README updated if needed ### Type Safety - Type hints present (if applicable) - Type checker passes - No type: ignore without reason ### No Linting Errors - Zero linter errors - Warnings addressed or justified - Static analysis clean ### Mobile Compatibility If applicable: - Responsive design verified - Touch interactions work - Performance acceptable ### Security Audit - No secrets in code - Input validation present - Authentication/authorization correct - Dependencies vulnerability-free ## Git Integration ### Commit Message Format ``` <type>(<scope>): <subject> <body> <footer> ``` Types: - `feat`: New feature - `fix`: Bug fix - `refactor`: Code change without feature/fix - `test`: Adding tests - `docs`: Documentation - `chore`: Maintenance ### Git Notes for Rich Summaries Attach detailed notes to commits: ```bash git notes add -m "<detailed summary>" ``` View notes: ```bash git log --show-notes ``` Benefits: - Preserves context without cluttering commit message - Enables semantic queries across commits - Supports track-based operations ### SHA Recording in plan.md Always record the commit SHA when completing tasks: ```markdown - [x] **Task 1.1**: Setup schema `abc1234` - [x] **Task 1.2**: Add model `def5678` ``` This enables: - Traceability from plan to code - Semantic revert operations - Progress auditing ## Verification Checkpoints ### Why Checkpoints Matter Checkpoints create restore points for semantic reversion: - Revert to end of any phase - Maintain logical code state - Enable safe experimentation ### When to Create Checkpoints Create checkpoint after: - All phase tasks complete - All phase verifications pass - User approval received ### Checkpoint Commit Content Include in checkpoint commit: - All uncommitted changes - Updated plan.md - Updated metadata.json - Any documentation updates ### How to Use Checkpoints For reverting: ```bash # Revert to end of Phase 1 git revert --no-commit <phase-2-commits>... git commit -m "revert: rollback to phase 1 checkpoint" ``` For review: ```bash # See what changed in Phase 2 git diff <phase-1-sha>..<phase-2-sha> ``` ## Handling Deviations During implementation, deviations from the plan may occur. Handle them systematically: ### Types of Deviations **Scope Addition** Discovered requirement not in original spec. - Document in spec.md as new requirement - Add tasks to plan.md - Note addition in task comments **Scope Reduction** Feature deemed unnecessary during implementation. - Mark tasks as `[-]` (skipped) with reason - Update spec.md scope section - Document decision rationale **Technical Deviation** Different implementation approach than planned. - Note deviation in task completion comment - Update tech-stack.md if dependencies changed - Document why original approach was unsuitable **Requirement Change** Understanding of requirement changes during work. - Update spec.md with corrected requirement - Adjust plan.md tasks if needed - Re-verify acceptance criteria ### Deviation Documentation Format When completing a task with deviation: ```markdown - [x] **Task 2.1**: Implement validation `abc1234` - DEVIATION: Used library instead of custom code - Reason: Better edge case handling - Impact: Added email-validator to dependencies ``` ## Error Recovery ### Failed Tests After GREEN If tests fail after reaching GREEN: 1. Do NOT proceed to REFACTOR 2. Identify which test started failing 3. Check if refactoring broke something 4. Revert to last known GREEN state 5. Re-approach the implementation ### Checkpoint Rejection If user rejects a checkpoint: 1. Note rejection reason in plan.md 2. Create tasks to address issues 3. Complete remediation tasks 4. Request checkpoint approval again ### Blocked by Dependency If task cannot proceed: 1. Mark task as `[!]` with blocker description 2. Check if other tasks can proceed 3. Document expected resolution timeline 4. Consider creating dependency resolution track ## TDD Variations by Task Type ### Data Model Tasks ``` RED: Write test for model creation and validation GREEN: Implement model class with fields REFACTOR: Add computed properties, improve types ``` ### API Endpoint Tasks ``` RED: Write test for request/response contract GREEN: Implement endpoint handler REFACTOR: Extract validation, improve error handling ``` ### Integration Tasks ``` RED: Write test for component interaction GREEN: Wire components together REFACTOR: Improve error propagation, add logging ``` ### Refactoring Tasks ``` RED: Add characterization tests for current behavior GREEN: Apply refactoring (tests should stay green) REFACTOR: Clean up any introduced complexity ``` ## Working with Existing Tests When modifying code with existing tests: ### Extend, Don't Replace - Keep existing tests passing - Add new tests for new behavior - Update tests only when requirements change ### Test Migration When refactoring changes test structure: 1. Run existing tests (should pass) 2. Add new tests for refactored code 3. Migrate test cases to new structure 4. Remove old tests only after new tests pass ### Regression Prevention After any change: 1. Run full test suite 2. Check for unexpected failures 3. Investigate any new failures 4. Fix regressions before proceeding ## Checkpoint Verification Details ### Automated Verification Run before requesting approval: ```bash # Test suite pytest -v --tb=short # Coverage pytest --cov=src --cov-report=term-missing # Linting ruff check src/ tests/ # Type checking (if applicable) mypy src/ ``` ### Manual Verification Guidance For manual items, provide specific instructions: ```markdown ## Manual Verification Steps ### User Registration 1. Navigate to /register 2. Enter valid email: test@example.com 3. Enter password meeting requirements 4. Click Submit 5. Verify success message appears 6. Verify user appears in database ### Error Handling 1. Enter invalid email: "notanemail" 2. Verify error message shows 3. Verify form retains other entered data ``` ## Performance Considerations ### Test Suite Performance Keep test suite fast: - Use fixtures to avoid redundant setup - Mock slow external calls - Run subset during development, full suite at checkpoints ### Commit Performance Keep commits atomic: - One logical change per commit - Complete thought, not work-in-progress - Tests should pass after every commit ## Best Practices 1. **Never skip RED**: Always write failing tests first 2. **Small commits**: One logical change per commit 3. **Immediate updates**: Update plan.md right after task completion 4. **Wait for approval**: Never skip checkpoint verification 5. **Rich git notes**: Include context that helps future understanding 6. **Coverage discipline**: Don't accept coverage below target 7. **Quality gates**: Check all gates before marking complete 8. **Sequential phases**: Complete phases in order 9. **Document deviations**: Note any changes from original plan 10. **Clean state**: Each commit should leave code in working state 11. **Fast feedback**: Run relevant tests frequently during development 12. **Clear blockers**: Address blockers promptly, don't work around them
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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

data-quality-frameworks

Implement data quality validation with Great Expectations, dbt

data
⭐1
# Data Quality Frameworks Production patterns for implementing data quality with Great Expectations, dbt tests, and data contracts to ensure reliable data pipelines. ## When to Use This Skill - Implementing data quality checks in pipelines - Setting up Great Expectations validation - Building comprehensive dbt test suites - Establishing data contracts between teams - Monitoring data quality metrics - Automating data validation in CI/CD ## Core Concepts ### 1. Data Quality Dimensions | Dimension | Description | Example Check | | ---------------- | ------------------------ | -------------------------------------------------- | | **Completeness** | No missing values | `expect_column_values_to_not_be_null` | | **Uniqueness** | No duplicates | `expect_column_values_to_be_unique` | | **Validity** | Values in expected range | `expect_column_values_to_be_in_set` | | **Accuracy** | Data matches reality | Cross-reference validation | | **Consistency** | No contradictions | `expect_column_pair_values_A_to_be_greater_than_B` | | **Timeliness** | Data is recent | `expect_column_max_to_be_between` | ### 2. Testing Pyramid for Data ``` /\ / \ Integration Tests (cross-table) /────\ / \ Unit Tests (single column) /────────\ / \ Schema Tests (structure) /────────────\ ``` ## Quick Start ### Great Expectations Setup ```bash # Install pip install great_expectations # Initialize project great_expectations init # Create datasource great_expectations datasource new ``` ```python # great_expectations/checkpoints/daily_validation.yml import great_expectations as gx # Create context context = gx.get_context() # Create expectation suite suite = context.add_expectation_suite("orders_suite") # Add expectations suite.add_expectation( gx.expectations.ExpectColumnValuesToNotBeNull(column="order_id") ) suite.add_expectation( gx.expectations.ExpectColumnValuesToBeUnique(column="order_id") ) # Validate results = context.run_checkpoint(checkpoint_name="daily_orders") ``` ## Patterns ### Pattern 1: Great Expectations Suite ```python # expectations/orders_suite.py import great_expectations as gx from great_expectations.core import ExpectationSuite from great_expectations.core.expectation_configuration import ExpectationConfiguration def build_orders_suite() -> ExpectationSuite: """Build comprehensive orders expectation suite""" suite = ExpectationSuite(expectation_suite_name="orders_suite") # Schema expectations suite.add_expectation(ExpectationConfiguration( expectation_type="expect_table_columns_to_match_set", kwargs={ "column_set": ["order_id", "customer_id", "amount", "status", "created_at"], "exact_match": False # Allow additional columns } )) # Primary key suite.add_expectation(ExpectationConfiguration( expectation_type="expect_column_values_to_not_be_null", kwargs={"column": "order_id"} )) suite.add_expectation(ExpectationConfiguration( expectation_type="expect_column_values_to_be_unique", kwargs={"column": "order_id"} )) # Foreign key suite.add_expectation(ExpectationConfiguration( expectation_type="expect_column_values_to_not_be_null", kwargs={"column": "customer_id"} )) # Categorical values suite.add_expectation(ExpectationConfiguration( expectation_type="expect_column_values_to_be_in_set", kwargs={ "column": "status", "value_set": ["pending", "processing", "shipped", "delivered", "cancelled"] } )) # Numeric ranges suite.add_expectation(ExpectationConfiguration( expectation_type="expect_column_values_to_be_between", kwargs={ "column": "amount", "min_value": 0, "max_value": 100000, "strict_min": True # amount > 0 } )) # Date validity suite.add_expectation(ExpectationConfiguration( expectation_type="expect_column_values_to_be_dateutil_parseable", kwargs={"column": "created_at"} )) # Freshness - data should be recent suite.add_expectation(ExpectationConfiguration( expectation_type="expect_column_max_to_be_between", kwargs={ "column": "created_at", "min_value": {"$PARAMETER": "now - timedelta(days=1)"}, "max_value": {"$PARAMETER": "now"} } )) # Row count sanity suite.add_expectation(ExpectationConfiguration( expectation_type="expect_table_row_count_to_be_between", kwargs={ "min_value": 1000, # Expect at least 1000 rows "max_value": 10000000 } )) # Statistical expectations suite.add_expectation(ExpectationConfiguration( expectation_type="expect_column_mean_to_be_between", kwargs={ "column": "amount", "min_value": 50, "max_value": 500 } )) return suite ``` ### Pattern 2: Great Expectations Checkpoint ```yaml # great_expectations/checkpoints/orders_checkpoint.yml name: orders_checkpoint config_version: 1.0 class_name: Checkpoint run_name_template: "%Y%m%d-%H%M%S-orders-validation" validations: - batch_request: datasource_name: warehouse data_connector_name: default_inferred_data_connector_name data_asset_name: orders data_connector_query: index: -1 # Latest batch expectation_suite_name: orders_suite action_list: - name: store_validation_result action: class_name: StoreValidationResultAction - name: store_evaluation_parameters action: class_name: StoreEvaluationParametersAction - name: update_data_docs action: class_name: UpdateDataDocsAction # Slack notification on failure - name: send_slack_notification action: class_name: SlackNotificationAction slack_webhook: ${SLACK_WEBHOOK} notify_on: failure renderer: module_name: great_expectations.render.renderer.slack_renderer class_name: SlackRenderer ``` ```python # Run checkpoint import great_expectations as gx context = gx.get_context() result = context.run_checkpoint(checkpoint_name="orders_checkpoint") if not result.success: failed_expectations = [ r for r in result.run_results.values() if not r.success ] raise ValueError(f"Data quality check failed: {failed_expectations}") ``` ### Pattern 3: dbt Data Tests ```yaml # models/marts/core/_core__models.yml version: 2 models: - name: fct_orders description: Order fact table tests: # Table-level tests - dbt_utils.recency: datepart: day field: created_at interval: 1 - dbt_utils.at_least_one - dbt_utils.expression_is_true: expression: "total_amount >= 0" columns: - name: order_id description: Primary key tests: - unique - not_null - name: customer_id description: Foreign key to dim_customers tests: - not_null - relationships: to: ref('dim_customers') field: customer_id - name: order_status tests: - accepted_values: values: ["pending", "processing", "shipped", "delivered", "cancelled"] - name: total_amount tests: - not_null - dbt_utils.expression_is_true: expression: ">= 0" - name: created_at tests: - not_null - dbt_utils.expression_is_true: expression: "<= current_timestamp" - name: dim_customers columns: - name: customer_id tests: - unique - not_null - name: email tests: - unique - not_null # Custom regex test - dbt_utils.expression_is_true: expression: "email ~ '^[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\\.[A-Za-z]{2,}$'" ``` ### Pattern 4: Custom dbt Tests ```sql -- tests/generic/test_row_count_in_range.sql {% test row_count_in_range(model, min_count, max_count) %} with row_count as ( select count(*) as cnt from {{ model }} ) select cnt from row_count where cnt < {{ min_count }} or cnt > {{ max_count }} {% endtest %} -- Usage in schema.yml: -- tests: -- - row_count_in_range: -- min_count: 1000 -- max_count: 10000000 ``` ```sql -- tests/generic/test_sequential_values.sql {% test sequential_values(model, column_name, interval=1) %} with lagged as ( select {{ column_name }}, lag({{ column_name }}) over (order by {{ column_name }}) as prev_value from {{ model }} ) select * from lagged where {{ column_name }} - prev_value != {{ interval }} and prev_value is not null {% endtest %} ``` ```sql -- tests/singular/assert_orders_customers_match.sql -- Singular test: specific business rule with orders_customers as ( select distinct customer_id from {{ ref('fct_orders') }} ), dim_customers as ( select customer_id from {{ ref('dim_customers') }} ), orphaned_orders as ( select o.customer_id from orders_customers o left join dim_customers c using (customer_id) where c.customer_id is null ) select * from orphaned_orders -- Test passes if this returns 0 rows ``` ### Pattern 5: Data Contracts ```yaml # contracts/orders_contract.yaml apiVersion: datacontract.com/v1.0.0 kind: DataContract metadata: name: orders version: 1.0.0 owner: data-platform-team contact: data-team@company.com info: title: Orders Data Contract description: Contract for order event data from the ecommerce platform purpose: Analytics, reporting, and ML features servers: production: type: snowflake account: company.us-east-1 database: ANALYTICS schema: CORE terms: usage: Internal analytics only limitations: PII must not be exposed in downstream marts billing: Charged per query TB scanned schema: type: object properties: order_id: type: string format: uuid description: Unique order identifier required: true unique: true pii: false customer_id: type: string format: uuid description: Customer identifier required: true pii: true piiClassification: indirect total_amount: type: number minimum: 0 maximum: 100000 description: Order total in USD created_at: type: string format: date-time description: Order creation timestamp required: true status: type: string enum: [pending, processing, shipped, delivered, cancelled] description: Current order status quality: type: SodaCL specification: checks for orders: - row_count > 0 - missing_count(order_id) = 0 - duplicate_count(order_id) = 0 - invalid_count(status) = 0: valid values: [pending, processing, shipped, delivered, cancelled] - freshness(created_at) < 24h sla: availability: 99.9% freshness: 1 hour latency: 5 minutes ``` ### Pattern 6: Automated Quality Pipeline ```python # quality_pipeline.py from dataclasses import dataclass from typing import List, Dict, Any import great_expectations as gx from datetime import datetime @dataclass class QualityResult: table: str passed: bool total_expectations: int failed_expectations: int details: List[Dict[str, Any]] timestamp: datetime class DataQualityPipeline: """Orchestrate data quality checks across tables""" def __init__(self, context: gx.DataContext): self.context = context self.results: List[QualityResult] = [] def validate_table(self, table: str, suite: str) -> QualityResult: """Validate a single table against expectation suite""" checkpoint_config = { "name": f"{table}_validation", "config_version": 1.0, "class_name": "Checkpoint", "validations": [{ "batch_request": { "datasource_name": "warehouse", "data_asset_name": table, }, "expectation_suite_name": suite, }], } result = self.context.run_checkpoint(**checkpoint_config) # Parse results validation_result = list(result.run_results.values())[0] results = validation_result.results failed = [r for r in results if not r.success] return QualityResult( table=table, passed=result.success, total_expectations=len(results), failed_expectations=len(failed), details=[{ "expectation": r.expectation_config.expectation_type, "success": r.success, "observed_value": r.result.get("observed_value"), } for r in results], timestamp=datetime.now() ) def run_all(self, tables: Dict[str, str]) -> Dict[str, QualityResult]: """Run validation for all tables""" results = {} for table, suite in tables.items(): print(f"Validating {table}...") results[table] = self.validate_table(table, suite) return results def generate_report(self, results: Dict[str, QualityResult]) -> str: """Generate quality report""" report = ["# Data Quality Report", f"Generated: {datetime.now()}", ""] total_passed = sum(1 for r in results.values() if r.passed) total_tables = len(results) report.append(f"## Summary: {total_passed}/{total_tables} tables passed") report.append("") for table, result in results.items(): status = "βœ…" if result.passed else "❌" report.append(f"### {status} {table}") report.append(f"- Expectations: {result.total_expectations}") report.append(f"- Failed: {result.failed_expectations}") if not result.passed: report.append("- Failed checks:") for detail in result.details: if not detail["success"]: report.append(f" - {detail['expectation']}: {detail['observed_value']}") report.append("") return "\n".join(report) # Usage context = gx.get_context() pipeline = DataQualityPipeline(context) tables_to_validate = { "orders": "orders_suite", "customers": "customers_suite", "products": "products_suite", } results = pipeline.run_all(tables_to_validate) report = pipeline.generate_report(results) # Fail pipeline if any table failed if not all(r.passed for r in results.values()): print(report) raise ValueError("Data quality checks failed!") ``` ## Best Practices ### Do's - **Test early** - Validate source data before transformations - **Test incrementally** - Add tests as you find issues - **Document expectations** - Clear descriptions for each test - **Alert on failures** - Integrate with monitoring - **Version contracts** - Track schema changes ### Don'ts - **Don't test everything** - Focus on critical columns - **Don't ignore warnings** - They often precede failures - **Don't skip freshness** - Stale data is bad data - **Don't hardcode thresholds** - Use dynamic baselines - **Don't test in isolation** - Test relationships too ## Resources - [Great Expectations Documentation](https://docs.greatexpectations.io/) - [dbt Testing Documentation](https://docs.getdbt.com/docs/build/tests) - [Data Contract Specification](https://datacontract.com/) - [Soda Core](https://docs.soda.io/soda-core/overview.html)
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πŸ‘οΈ0
πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

kpi-dashboard-design

Design effective KPI dashboards with metrics selection,

coding
⭐1
# KPI Dashboard Design Comprehensive patterns for designing effective Key Performance Indicator (KPI) dashboards that drive business decisions. ## When to Use This Skill - Designing executive dashboards - Selecting meaningful KPIs - Building real-time monitoring displays - Creating department-specific metrics views - Improving existing dashboard layouts - Establishing metric governance ## Core Concepts ### 1. KPI Framework | Level | Focus | Update Frequency | Audience | | --------------- | ---------------- | ----------------- | ---------- | | **Strategic** | Long-term goals | Monthly/Quarterly | Executives | | **Tactical** | Department goals | Weekly/Monthly | Managers | | **Operational** | Day-to-day | Real-time/Daily | Teams | ### 2. SMART KPIs ``` Specific: Clear definition Measurable: Quantifiable Achievable: Realistic targets Relevant: Aligned to goals Time-bound: Defined period ``` ### 3. Dashboard Hierarchy ``` β”œβ”€β”€ Executive Summary (1 page) β”‚ β”œβ”€β”€ 4-6 headline KPIs β”‚ β”œβ”€β”€ Trend indicators β”‚ └── Key alerts β”œβ”€β”€ Department Views β”‚ β”œβ”€β”€ Sales Dashboard β”‚ β”œβ”€β”€ Marketing Dashboard β”‚ β”œβ”€β”€ Operations Dashboard β”‚ └── Finance Dashboard └── Detailed Drilldowns β”œβ”€β”€ Individual metrics └── Root cause analysis ``` ## Common KPIs by Department ### Sales KPIs ```yaml Revenue Metrics: - Monthly Recurring Revenue (MRR) - Annual Recurring Revenue (ARR) - Average Revenue Per User (ARPU) - Revenue Growth Rate Pipeline Metrics: - Sales Pipeline Value - Win Rate - Average Deal Size - Sales Cycle Length Activity Metrics: - Calls/Emails per Rep - Demos Scheduled - Proposals Sent - Close Rate ``` ### Marketing KPIs ```yaml Acquisition: - Cost Per Acquisition (CPA) - Customer Acquisition Cost (CAC) - Lead Volume - Marketing Qualified Leads (MQL) Engagement: - Website Traffic - Conversion Rate - Email Open/Click Rate - Social Engagement ROI: - Marketing ROI - Campaign Performance - Channel Attribution - CAC Payback Period ``` ### Product KPIs ```yaml Usage: - Daily/Monthly Active Users (DAU/MAU) - Session Duration - Feature Adoption Rate - Stickiness (DAU/MAU) Quality: - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) - Bug/Issue Count - Time to Resolution Growth: - User Growth Rate - Activation Rate - Retention Rate - Churn Rate ``` ### Finance KPIs ```yaml Profitability: - Gross Margin - Net Profit Margin - EBITDA - Operating Margin Liquidity: - Current Ratio - Quick Ratio - Cash Flow - Working Capital Efficiency: - Revenue per Employee - Operating Expense Ratio - Days Sales Outstanding - Inventory Turnover ``` ## Dashboard Layout Patterns ### Pattern 1: Executive Summary ``` β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ EXECUTIVE DASHBOARD [Date Range β–Ό] β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ REVENUE β”‚ PROFIT β”‚ CUSTOMERS β”‚ NPS SCORE β”‚ β”‚ $2.4M β”‚ $450K β”‚ 12,450 β”‚ 72 β”‚ β”‚ β–² 12% β”‚ β–² 8% β”‚ β–² 15% β”‚ β–² 5pts β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ β”‚ β”‚ Revenue Trend β”‚ Revenue by Product β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”‚ /\ /\ β”‚ β”‚ β”‚ β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆ 45% β”‚ β”‚ β”‚ β”‚ / \ / \ /\ β”‚ β”‚ β”‚ β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆ 32% β”‚ β”‚ β”‚ β”‚ / \/ \ / \ β”‚ β”‚ β”‚ β–ˆβ–ˆβ–ˆβ–ˆ 18% β”‚ β”‚ β”‚ β”‚ / \/ \ β”‚ β”‚ β”‚ β–ˆβ–ˆ 5% β”‚ β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ πŸ”΄ Alert: Churn rate exceeded threshold (>5%) β”‚ β”‚ 🟑 Warning: Support ticket volume 20% above average β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ### Pattern 2: SaaS Metrics Dashboard ``` β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ SAAS METRICS Jan 2024 [Monthly β–Ό] β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ MRR GROWTH β”‚ β”‚ β”‚ MRR β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”‚ $125,000 β”‚ β”‚ β”‚ /── β”‚ β”‚ β”‚ β”‚ β–² 8% β”‚ β”‚ β”‚ /────/ β”‚ β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ /────/ β”‚ β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ /────/ β”‚ β”‚ β”‚ β”‚ ARR β”‚ β”‚ β”‚ /────/ β”‚ β”‚ β”‚ β”‚ $1,500,000 β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β”‚ β–² 15% β”‚ β”‚ J F M A M J J A S O N D β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ UNIT ECONOMICS β”‚ COHORT RETENTION β”‚ β”‚ β”‚ β”‚ β”‚ CAC: $450 β”‚ Month 1: β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆ 100% β”‚ β”‚ LTV: $2,700 β”‚ Month 3: β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆ 85% β”‚ β”‚ LTV/CAC: 6.0x β”‚ Month 6: β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆ 80% β”‚ β”‚ β”‚ Month 12: β–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆβ–ˆ 72% β”‚ β”‚ Payback: 4 months β”‚ β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ CHURN ANALYSIS β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”‚ Gross β”‚ Net β”‚ Logo β”‚ Expansion β”‚ β”‚ β”‚ β”‚ 4.2% β”‚ 1.8% β”‚ 3.1% β”‚ 2.4% β”‚ β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ### Pattern 3: Real-time Operations ``` β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ OPERATIONS CENTER Live ● Last: 10:42:15 β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ SYSTEM HEALTH β”‚ SERVICE STATUS β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”‚ β”‚ CPU MEM DISK β”‚ β”‚ ● API Gateway Healthy β”‚ β”‚ β”‚ 45% 72% 58% β”‚ β”‚ ● User Service Healthy β”‚ β”‚ β”‚ β–ˆβ–ˆβ–ˆ β–ˆβ–ˆβ–ˆβ–ˆ β–ˆβ–ˆβ–ˆ β”‚ β”‚ ● Payment Service Degraded β”‚ β”‚ β”‚ β–ˆβ–ˆβ–ˆ β–ˆβ–ˆβ–ˆβ–ˆ β–ˆβ–ˆβ–ˆ β”‚ β”‚ ● Database Healthy β”‚ β”‚ β”‚ β–ˆβ–ˆβ–ˆ β–ˆβ–ˆβ–ˆβ–ˆ β–ˆβ–ˆβ–ˆ β”‚ β”‚ ● Cache Healthy β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ REQUEST THROUGHPUT β”‚ ERROR RATE β”‚ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”‚ β–β–‚β–ƒβ–„β–…β–†β–‡β–ˆβ–‡β–†β–…β–„β–ƒβ–‚β–β–‚β–ƒβ–„β–… β”‚ β”‚ β”‚ ▁▁▁▁▁▂▁▁▁▁▁▁▁▁▁▁▁▁▁▁ β”‚ β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ Current: 12,450 req/s β”‚ Current: 0.02% β”‚ β”‚ Peak: 18,200 req/s β”‚ Threshold: 1.0% β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ RECENT ALERTS β”‚ β”‚ 10:40 🟑 High latency on payment-service (p99 > 500ms) β”‚ β”‚ 10:35 🟒 Resolved: Database connection pool recovered β”‚ β”‚ 10:22 πŸ”΄ Payment service circuit breaker tripped β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ## Implementation Patterns ### SQL for KPI Calculations ```sql -- Monthly Recurring Revenue (MRR) WITH mrr_calculation AS ( SELECT DATE_TRUNC('month', billing_date) AS month, SUM( CASE subscription_interval WHEN 'monthly' THEN amount WHEN 'yearly' THEN amount / 12 WHEN 'quarterly' THEN amount / 3 END ) AS mrr FROM subscriptions WHERE status = 'active' GROUP BY DATE_TRUNC('month', billing_date) ) SELECT month, mrr, LAG(mrr) OVER (ORDER BY month) AS prev_mrr, (mrr - LAG(mrr) OVER (ORDER BY month)) / LAG(mrr) OVER (ORDER BY month) * 100 AS growth_pct FROM mrr_calculation; -- Cohort Retention WITH cohorts AS ( SELECT user_id, DATE_TRUNC('month', created_at) AS cohort_month FROM users ), activity AS ( SELECT user_id, DATE_TRUNC('month', event_date) AS activity_month FROM user_events WHERE event_type = 'active_session' ) SELECT c.cohort_month, EXTRACT(MONTH FROM age(a.activity_month, c.cohort_month)) AS months_since_signup, COUNT(DISTINCT a.user_id) AS active_users, COUNT(DISTINCT a.user_id)::FLOAT / COUNT(DISTINCT c.user_id) * 100 AS retention_rate FROM cohorts c LEFT JOIN activity a ON c.user_id = a.user_id AND a.activity_month >= c.cohort_month GROUP BY c.cohort_month, EXTRACT(MONTH FROM age(a.activity_month, c.cohort_month)) ORDER BY c.cohort_month, months_since_signup; -- Customer Acquisition Cost (CAC) SELECT DATE_TRUNC('month', acquired_date) AS month, SUM(marketing_spend) / NULLIF(COUNT(new_customers), 0) AS cac, SUM(marketing_spend) AS total_spend, COUNT(new_customers) AS customers_acquired FROM ( SELECT DATE_TRUNC('month', u.created_at) AS acquired_date, u.id AS new_customers, m.spend AS marketing_spend FROM users u JOIN marketing_spend m ON DATE_TRUNC('month', u.created_at) = m.month WHERE u.source = 'marketing' ) acquisition GROUP BY DATE_TRUNC('month', acquired_date); ``` ### Python Dashboard Code (Streamlit) ```python import streamlit as st import pandas as pd import plotly.express as px import plotly.graph_objects as go st.set_page_config(page_title="KPI Dashboard", layout="wide") # Header with date filter col1, col2 = st.columns([3, 1]) with col1: st.title("Executive Dashboard") with col2: date_range = st.selectbox( "Period", ["Last 7 Days", "Last 30 Days", "Last Quarter", "YTD"] ) # KPI Cards def metric_card(label, value, delta, prefix="", suffix=""): delta_color = "green" if delta >= 0 else "red" delta_arrow = "β–²" if delta >= 0 else "β–Ό" st.metric( label=label, value=f"{prefix}{value:,.0f}{suffix}", delta=f"{delta_arrow} {abs(delta):.1f}%" ) col1, col2, col3, col4 = st.columns(4) with col1: metric_card("Revenue", 2400000, 12.5, prefix="$") with col2: metric_card("Customers", 12450, 15.2) with col3: metric_card("NPS Score", 72, 5.0) with col4: metric_card("Churn Rate", 4.2, -0.8, suffix="%") # Charts col1, col2 = st.columns(2) with col1: st.subheader("Revenue Trend") revenue_data = pd.DataFrame({ 'Month': pd.date_range('2024-01-01', periods=12, freq='M'), 'Revenue': [180000, 195000, 210000, 225000, 240000, 255000, 270000, 285000, 300000, 315000, 330000, 345000] }) fig = px.line(revenue_data, x='Month', y='Revenue', line_shape='spline', markers=True) fig.update_layout(height=300) st.plotly_chart(fig, use_container_width=True) with col2: st.subheader("Revenue by Product") product_data = pd.DataFrame({ 'Product': ['Enterprise', 'Professional', 'Starter', 'Other'], 'Revenue': [45, 32, 18, 5] }) fig = px.pie(product_data, values='Revenue', names='Product', hole=0.4) fig.update_layout(height=300) st.plotly_chart(fig, use_container_width=True) # Cohort Heatmap st.subheader("Cohort Retention") cohort_data = pd.DataFrame({ 'Cohort': ['Jan', 'Feb', 'Mar', 'Apr', 'May'], 'M0': [100, 100, 100, 100, 100], 'M1': [85, 87, 84, 86, 88], 'M2': [78, 80, 76, 79, None], 'M3': [72, 74, 70, None, None], 'M4': [68, 70, None, None, None], }) fig = go.Figure(data=go.Heatmap( z=cohort_data.iloc[:, 1:].values, x=['M0', 'M1', 'M2', 'M3', 'M4'], y=cohort_data['Cohort'], colorscale='Blues', text=cohort_data.iloc[:, 1:].values, texttemplate='%{text}%', textfont={"size": 12}, )) fig.update_layout(height=250) st.plotly_chart(fig, use_container_width=True) # Alerts Section st.subheader("Alerts") alerts = [ {"level": "error", "message": "Churn rate exceeded threshold (>5%)"}, {"level": "warning", "message": "Support ticket volume 20% above average"}, ] for alert in alerts: if alert["level"] == "error": st.error(f"πŸ”΄ {alert['message']}") elif alert["level"] == "warning": st.warning(f"🟑 {alert['message']}") ``` ## Best Practices ### Do's - **Limit to 5-7 KPIs** - Focus on what matters - **Show context** - Comparisons, trends, targets - **Use consistent colors** - Red=bad, green=good - **Enable drilldown** - From summary to detail - **Update appropriately** - Match metric frequency ### Don'ts - **Don't show vanity metrics** - Focus on actionable data - **Don't overcrowd** - White space aids comprehension - **Don't use 3D charts** - They distort perception - **Don't hide methodology** - Document calculations - **Don't ignore mobile** - Ensure responsive design ## Resources - [Stephen Few's Dashboard Design](https://www.perceptualedge.com/articles/visual_business_intelligence/rules_for_using_color.pdf) - [Edward Tufte's Principles](https://www.edwardtufte.com/tufte/) - [Google Data Studio Gallery](https://datastudio.google.com/gallery)
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πŸ€– Auto-discovered
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postgresql-table-design

Design a PostgreSQL-specific schema. Covers best-practices, data

data
⭐1
# PostgreSQL Table Design ## Core Rules - Define a **PRIMARY KEY** for reference tables (users, orders, etc.). Not always needed for time-series/event/log data. When used, prefer `BIGINT GENERATED ALWAYS AS IDENTITY`; use `UUID` only when global uniqueness/opacity is needed. - **Normalize first (to 3NF)** to eliminate data redundancy and update anomalies; denormalize **only** for measured, high-ROI reads where join performance is proven problematic. Premature denormalization creates maintenance burden. - Add **NOT NULL** everywhere it’s semantically required; use **DEFAULT**s for common values. - Create **indexes for access paths you actually query**: PK/unique (auto), **FK columns (manual!)**, frequent filters/sorts, and join keys. - Prefer **TIMESTAMPTZ** for event time; **NUMERIC** for money; **TEXT** for strings; **BIGINT** for integer values, **DOUBLE PRECISION** for floats (or `NUMERIC` for exact decimal arithmetic). ## PostgreSQL β€œGotchas” - **Identifiers**: unquoted β†’ lowercased. Avoid quoted/mixed-case names. Convention: use `snake_case` for table/column names. - **Unique + NULLs**: UNIQUE allows multiple NULLs. Use `UNIQUE (...) NULLS NOT DISTINCT` (PG15+) to restrict to one NULL. - **FK indexes**: PostgreSQL **does not** auto-index FK columns. Add them. - **No silent coercions**: length/precision overflows error out (no truncation). Example: inserting 999 into `NUMERIC(2,0)` fails with error, unlike some databases that silently truncate or round. - **Sequences/identity have gaps** (normal; don't "fix"). Rollbacks, crashes, and concurrent transactions create gaps in ID sequences (1, 2, 5, 6...). This is expected behaviorβ€”don't try to make IDs consecutive. - **Heap storage**: no clustered PK by default (unlike SQL Server/MySQL InnoDB); `CLUSTER` is one-off reorganization, not maintained on subsequent inserts. Row order on disk is insertion order unless explicitly clustered. - **MVCC**: updates/deletes leave dead tuples; vacuum handles themβ€”design to avoid hot wide-row churn. ## Data Types - **IDs**: `BIGINT GENERATED ALWAYS AS IDENTITY` preferred (`GENERATED BY DEFAULT` also fine); `UUID` when merging/federating/used in a distributed system or for opaque IDs. Generate with `uuidv7()` (preferred if using PG18+) or `gen_random_uuid()` (if using an older PG version). - **Integers**: prefer `BIGINT` unless storage space is critical; `INTEGER` for smaller ranges; avoid `SMALLINT` unless constrained. - **Floats**: prefer `DOUBLE PRECISION` over `REAL` unless storage space is critical. Use `NUMERIC` for exact decimal arithmetic. - **Strings**: prefer `TEXT`; if length limits needed, use `CHECK (LENGTH(col) <= n)` instead of `VARCHAR(n)`; avoid `CHAR(n)`. Use `BYTEA` for binary data. Large strings/binary (>2KB default threshold) automatically stored in TOAST with compression. TOAST storage: `PLAIN` (no TOAST), `EXTENDED` (compress + out-of-line), `EXTERNAL` (out-of-line, no compress), `MAIN` (compress, keep in-line if possible). Default `EXTENDED` usually optimal. Control with `ALTER TABLE tbl ALTER COLUMN col SET STORAGE strategy` and `ALTER TABLE tbl SET (toast_tuple_target = 4096)` for threshold. Case-insensitive: for locale/accent handling use non-deterministic collations; for plain ASCII use expression indexes on `LOWER(col)` (preferred unless column needs case-insensitive PK/FK/UNIQUE) or `CITEXT`. - **Money**: `NUMERIC(p,s)` (never float). - **Time**: `TIMESTAMPTZ` for timestamps; `DATE` for date-only; `INTERVAL` for durations. Avoid `TIMESTAMP` (without timezone). Use `now()` for transaction start time, `clock_timestamp()` for current wall-clock time. - **Booleans**: `BOOLEAN` with `NOT NULL` constraint unless tri-state values are required. - **Enums**: `CREATE TYPE ... AS ENUM` for small, stable sets (e.g. US states, days of week). For business-logic-driven and evolving values (e.g. order statuses) β†’ use TEXT (or INT) + CHECK or lookup table. - **Arrays**: `TEXT[]`, `INTEGER[]`, etc. Use for ordered lists where you query elements. Index with **GIN** for containment (`@>`, `<@`) and overlap (`&&`) queries. Access: `arr[1]` (1-indexed), `arr[1:3]` (slicing). Good for tags, categories; avoid for relationsβ€”use junction tables instead. Literal syntax: `'{val1,val2}'` or `ARRAY[val1,val2]`. - **Range types**: `daterange`, `numrange`, `tstzrange` for intervals. Support overlap (`&&`), containment (`@>`), operators. Index with **GiST**. Good for scheduling, versioning, numeric ranges. Pick a bounds scheme and use it consistently; prefer `[)` (inclusive/exclusive) by default. - **Network types**: `INET` for IP addresses, `CIDR` for network ranges, `MACADDR` for MAC addresses. Support network operators (`<<`, `>>`, `&&`). - **Geometric types**: `POINT`, `LINE`, `POLYGON`, `CIRCLE` for 2D spatial data. Index with **GiST**. Consider **PostGIS** for advanced spatial features. - **Text search**: `TSVECTOR` for full-text search documents, `TSQUERY` for search queries. Index `tsvector` with **GIN**. Always specify language: `to_tsvector('english', col)` and `to_tsquery('english', 'query')`. Never use single-argument versions. This applies to both index expressions and queries. - **Domain types**: `CREATE DOMAIN email AS TEXT CHECK (VALUE ~ '^[^@]+@[^@]+$')` for reusable custom types with validation. Enforces constraints across tables. - **Composite types**: `CREATE TYPE address AS (street TEXT, city TEXT, zip TEXT)` for structured data within columns. Access with `(col).field` syntax. - **JSONB**: preferred over JSON; index with **GIN**. Use only for optional/semi-structured attrs. ONLY use JSON if the original ordering of the contents MUST be preserved. - **Vector types**: `vector` type by `pgvector` for vector similarity search for embeddings. ### Do not use the following data types - DO NOT use `timestamp` (without time zone); DO use `timestamptz` instead. - DO NOT use `char(n)` or `varchar(n)`; DO use `text` instead. - DO NOT use `money` type; DO use `numeric` instead. - DO NOT use `timetz` type; DO use `timestamptz` instead. - DO NOT use `timestamptz(0)` or any other precision specification; DO use `timestamptz` instead - DO NOT use `serial` type; DO use `generated always as identity` instead. ## Table Types - **Regular**: default; fully durable, logged. - **TEMPORARY**: session-scoped, auto-dropped, not logged. Faster for scratch work. - **UNLOGGED**: persistent but not crash-safe. Faster writes; good for caches/staging. ## Row-Level Security Enable with `ALTER TABLE tbl ENABLE ROW LEVEL SECURITY`. Create policies: `CREATE POLICY user_access ON orders FOR SELECT TO app_users USING (user_id = current_user_id())`. Built-in user-based access control at the row level. ## Constraints - **PK**: implicit UNIQUE + NOT NULL; creates a B-tree index. - **FK**: specify `ON DELETE/UPDATE` action (`CASCADE`, `RESTRICT`, `SET NULL`, `SET DEFAULT`). Add explicit index on referencing columnβ€”speeds up joins and prevents locking issues on parent deletes/updates. Use `DEFERRABLE INITIALLY DEFERRED` for circular FK dependencies checked at transaction end. - **UNIQUE**: creates a B-tree index; allows multiple NULLs unless `NULLS NOT DISTINCT` (PG15+). Standard behavior: `(1, NULL)` and `(1, NULL)` are allowed. With `NULLS NOT DISTINCT`: only one `(1, NULL)` allowed. Prefer `NULLS NOT DISTINCT` unless you specifically need duplicate NULLs. - **CHECK**: row-local constraints; NULL values pass the check (three-valued logic). Example: `CHECK (price > 0)` allows NULL prices. Combine with `NOT NULL` to enforce: `price NUMERIC NOT NULL CHECK (price > 0)`. - **EXCLUDE**: prevents overlapping values using operators. `EXCLUDE USING gist (room_id WITH =, booking_period WITH &&)` prevents double-booking rooms. Requires appropriate index type (often GiST). ## Indexing - **B-tree**: default for equality/range queries (`=`, `<`, `>`, `BETWEEN`, `ORDER BY`) - **Composite**: order mattersβ€”index used if equality on leftmost prefix (`WHERE a = ? AND b > ?` uses index on `(a,b)`, but `WHERE b = ?` does not). Put most selective/frequently filtered columns first. - **Covering**: `CREATE INDEX ON tbl (id) INCLUDE (name, email)` - includes non-key columns for index-only scans without visiting table. - **Partial**: for hot subsets (`WHERE status = 'active'` β†’ `CREATE INDEX ON tbl (user_id) WHERE status = 'active'`). Any query with `status = 'active'` can use this index. - **Expression**: for computed search keys (`CREATE INDEX ON tbl (LOWER(email))`). Expression must match exactly in WHERE clause: `WHERE LOWER(email) = 'user@example.com'`. - **GIN**: JSONB containment/existence, arrays (`@>`, `?`), full-text search (`@@`) - **GiST**: ranges, geometry, exclusion constraints - **BRIN**: very large, naturally ordered data (time-series)β€”minimal storage overhead. Effective when row order on disk correlates with indexed column (insertion order or after `CLUSTER`). ## Partitioning - Use for very large tables (>100M rows) where queries consistently filter on partition key (often time/date). - Alternate use: use for tables where data maintenance tasks dictates e.g. data pruned or bulk replaced periodically - **RANGE**: common for time-series (`PARTITION BY RANGE (created_at)`). Create partitions: `CREATE TABLE logs_2024_01 PARTITION OF logs FOR VALUES FROM ('2024-01-01') TO ('2024-02-01')`. **TimescaleDB** automates time-based or ID-based partitioning with retention policies and compression. - **LIST**: for discrete values (`PARTITION BY LIST (region)`). Example: `FOR VALUES IN ('us-east', 'us-west')`. - **HASH**: for even distribution when no natural key (`PARTITION BY HASH (user_id)`). Creates N partitions with modulus. - **Constraint exclusion**: requires `CHECK` constraints on partitions for query planner to prune. Auto-created for declarative partitioning (PG10+). - Prefer declarative partitioning or hypertables. Do NOT use table inheritance. - **Limitations**: no global UNIQUE constraintsβ€”include partition key in PK/UNIQUE. FKs from partitioned tables not supported; use triggers. ## Special Considerations ### Update-Heavy Tables - **Separate hot/cold columns**β€”put frequently updated columns in separate table to minimize bloat. - **Use `fillfactor=90`** to leave space for HOT updates that avoid index maintenance. - **Avoid updating indexed columns**β€”prevents beneficial HOT updates. - **Partition by update patterns**β€”separate frequently updated rows in a different partition from stable data. ### Insert-Heavy Workloads - **Minimize indexes**β€”only create what you query; every index slows inserts. - **Use `COPY` or multi-row `INSERT`** instead of single-row inserts. - **UNLOGGED tables** for rebuildable staging dataβ€”much faster writes. - **Defer index creation** for bulk loadsβ€”>drop index, load data, recreate indexes. - **Partition by time/hash** to distribute load. **TimescaleDB** automates partitioning and compression of insert-heavy data. - **Use a natural key for primary key** such as a (timestamp, device_id) if enforcing global uniqueness is important many insert-heavy tables don't need a primary key at all. - If you do need a surrogate key, **Prefer `BIGINT GENERATED ALWAYS AS IDENTITY` over `UUID`**. ### Upsert-Friendly Design - **Requires UNIQUE index** on conflict target columnsβ€”`ON CONFLICT (col1, col2)` needs exact matching unique index (partial indexes don't work). - **Use `EXCLUDED.column`** to reference would-be-inserted values; only update columns that actually changed to reduce write overhead. - **`DO NOTHING` faster** than `DO UPDATE` when no actual update needed. ### Safe Schema Evolution - **Transactional DDL**: most DDL operations can run in transactions and be rolled backβ€”`BEGIN; ALTER TABLE...; ROLLBACK;` for safe testing. - **Concurrent index creation**: `CREATE INDEX CONCURRENTLY` avoids blocking writes but can't run in transactions. - **Volatile defaults cause rewrites**: adding `NOT NULL` columns with volatile defaults (e.g., `now()`, `gen_random_uuid()`) rewrites entire table. Non-volatile defaults are fast. - **Drop constraints before columns**: `ALTER TABLE DROP CONSTRAINT` then `DROP COLUMN` to avoid dependency issues. - **Function signature changes**: `CREATE OR REPLACE` with different arguments creates overloads, not replacements. DROP old version if no overload desired. ## Generated Columns - `... GENERATED ALWAYS AS (<expr>) STORED` for computed, indexable fields. PG18+ adds `VIRTUAL` columns (computed on read, not stored). ## Extensions - **`pgcrypto`**: `crypt()` for password hashing. - **`uuid-ossp`**: alternative UUID functions; prefer `pgcrypto` for new projects. - **`pg_trgm`**: fuzzy text search with `%` operator, `similarity()` function. Index with GIN for `LIKE '%pattern%'` acceleration. - **`citext`**: case-insensitive text type. Prefer expression indexes on `LOWER(col)` unless you need case-insensitive constraints. - **`btree_gin`/`btree_gist`**: enable mixed-type indexes (e.g., GIN index on both JSONB and text columns). - **`hstore`**: key-value pairs; mostly superseded by JSONB but useful for simple string mappings. - **`timescaledb`**: essential for time-seriesβ€”automated partitioning, retention, compression, continuous aggregates. - **`postgis`**: comprehensive geospatial support beyond basic geometric typesβ€”essential for location-based applications. - **`pgvector`**: vector similarity search for embeddings. - **`pgaudit`**: audit logging for all database activity. ## JSONB Guidance - Prefer `JSONB` with **GIN** index. - Default: `CREATE INDEX ON tbl USING GIN (jsonb_col);` β†’ accelerates: - **Containment** `jsonb_col @> '{"k":"v"}'` - **Key existence** `jsonb_col ? 'k'`, **any/all keys** `?\|`, `?&` - **Path containment** on nested docs - **Disjunction** `jsonb_col @> ANY(ARRAY['{"status":"active"}', '{"status":"pending"}'])` - Heavy `@>` workloads: consider opclass `jsonb_path_ops` for smaller/faster containment-only indexes: - `CREATE INDEX ON tbl USING GIN (jsonb_col jsonb_path_ops);` - **Trade-off**: loses support for key existence (`?`, `?|`, `?&`) queriesβ€”only supports containment (`@>`) - Equality/range on a specific scalar field: extract and index with B-tree (generated column or expression): - `ALTER TABLE tbl ADD COLUMN price INT GENERATED ALWAYS AS ((jsonb_col->>'price')::INT) STORED;` - `CREATE INDEX ON tbl (price);` - Prefer queries like `WHERE price BETWEEN 100 AND 500` (uses B-tree) over `WHERE (jsonb_col->>'price')::INT BETWEEN 100 AND 500` without index. - Arrays inside JSONB: use GIN + `@>` for containment (e.g., tags). Consider `jsonb_path_ops` if only doing containment. - Keep core relations in tables; use JSONB for optional/variable attributes. - Use constraints to limit allowed JSONB values in a column e.g. `config JSONB NOT NULL CHECK(jsonb_typeof(config) = 'object')` ## Examples ### Users ```sql CREATE TABLE users ( user_id BIGINT GENERATED ALWAYS AS IDENTITY PRIMARY KEY, email TEXT NOT NULL UNIQUE, name TEXT NOT NULL, created_at TIMESTAMPTZ NOT NULL DEFAULT now() ); CREATE UNIQUE INDEX ON users (LOWER(email)); CREATE INDEX ON users (created_at); ``` ### Orders ```sql CREATE TABLE orders ( order_id BIGINT GENERATED ALWAYS AS IDENTITY PRIMARY KEY, user_id BIGINT NOT NULL REFERENCES users(user_id), status TEXT NOT NULL DEFAULT 'PENDING' CHECK (status IN ('PENDING','PAID','CANCELED')), total NUMERIC(10,2) NOT NULL CHECK (total > 0), created_at TIMESTAMPTZ NOT NULL DEFAULT now() ); CREATE INDEX ON orders (user_id); CREATE INDEX ON orders (created_at); ``` ### JSONB ```sql CREATE TABLE profiles ( user_id BIGINT PRIMARY KEY REFERENCES users(user_id), attrs JSONB NOT NULL DEFAULT '{}', theme TEXT GENERATED ALWAYS AS (attrs->>'theme') STORED ); CREATE INDEX profiles_attrs_gin ON profiles USING GIN (attrs); ```
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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

auth-implementation-patterns

Master authentication and authorization patterns including JWT,

coding
⭐1
# Authentication & Authorization Implementation Patterns Build secure, scalable authentication and authorization systems using industry-standard patterns and modern best practices. ## When to Use This Skill - Implementing user authentication systems - Securing REST or GraphQL APIs - Adding OAuth2/social login - Implementing role-based access control (RBAC) - Designing session management - Migrating authentication systems - Debugging auth issues - Implementing SSO or multi-tenancy ## Core Concepts ### 1. Authentication vs Authorization **Authentication (AuthN)**: Who are you? - Verifying identity (username/password, OAuth, biometrics) - Issuing credentials (sessions, tokens) - Managing login/logout **Authorization (AuthZ)**: What can you do? - Permission checking - Role-based access control (RBAC) - Resource ownership validation - Policy enforcement ### 2. Authentication Strategies **Session-Based:** - Server stores session state - Session ID in cookie - Traditional, simple, stateful **Token-Based (JWT):** - Stateless, self-contained - Scales horizontally - Can store claims **OAuth2/OpenID Connect:** - Delegate authentication - Social login (Google, GitHub) - Enterprise SSO ## JWT Authentication ### Pattern 1: JWT Implementation ```typescript // JWT structure: header.payload.signature import jwt from "jsonwebtoken"; import { Request, Response, NextFunction } from "express"; interface JWTPayload { userId: string; email: string; role: string; iat: number; exp: number; } // Generate JWT function generateTokens(userId: string, email: string, role: string) { const accessToken = jwt.sign( { userId, email, role }, process.env.JWT_SECRET!, { expiresIn: "15m" }, // Short-lived ); const refreshToken = jwt.sign( { userId }, process.env.JWT_REFRESH_SECRET!, { expiresIn: "7d" }, // Long-lived ); return { accessToken, refreshToken }; } // Verify JWT function verifyToken(token: string): JWTPayload { try { return jwt.verify(token, process.env.JWT_SECRET!) as JWTPayload; } catch (error) { if (error instanceof jwt.TokenExpiredError) { throw new Error("Token expired"); } if (error instanceof jwt.JsonWebTokenError) { throw new Error("Invalid token"); } throw error; } } // Middleware function authenticate(req: Request, res: Response, next: NextFunction) { const authHeader = req.headers.authorization; if (!authHeader?.startsWith("Bearer ")) { return res.status(401).json({ error: "No token provided" }); } const token = authHeader.substring(7); try { const payload = verifyToken(token); req.user = payload; // Attach user to request next(); } catch (error) { return res.status(401).json({ error: "Invalid token" }); } } // Usage app.get("/api/profile", authenticate, (req, res) => { res.json({ user: req.user }); }); ``` ### Pattern 2: Refresh Token Flow ```typescript interface StoredRefreshToken { token: string; userId: string; expiresAt: Date; createdAt: Date; } class RefreshTokenService { // Store refresh token in database async storeRefreshToken(userId: string, refreshToken: string) { const expiresAt = new Date(Date.now() + 7 * 24 * 60 * 60 * 1000); await db.refreshTokens.create({ token: await hash(refreshToken), // Hash before storing userId, expiresAt, }); } // Refresh access token async refreshAccessToken(refreshToken: string) { // Verify refresh token let payload; try { payload = jwt.verify(refreshToken, process.env.JWT_REFRESH_SECRET!) as { userId: string; }; } catch { throw new Error("Invalid refresh token"); } // Check if token exists in database const storedToken = await db.refreshTokens.findOne({ where: { token: await hash(refreshToken), userId: payload.userId, expiresAt: { $gt: new Date() }, }, }); if (!storedToken) { throw new Error("Refresh token not found or expired"); } // Get user const user = await db.users.findById(payload.userId); if (!user) { throw new Error("User not found"); } // Generate new access token const accessToken = jwt.sign( { userId: user.id, email: user.email, role: user.role }, process.env.JWT_SECRET!, { expiresIn: "15m" }, ); return { accessToken }; } // Revoke refresh token (logout) async revokeRefreshToken(refreshToken: string) { await db.refreshTokens.deleteOne({ token: await hash(refreshToken), }); } // Revoke all user tokens (logout all devices) async revokeAllUserTokens(userId: string) { await db.refreshTokens.deleteMany({ userId }); } } // API endpoints app.post("/api/auth/refresh", async (req, res) => { const { refreshToken } = req.body; try { const { accessToken } = await refreshTokenService.refreshAccessToken(refreshToken); res.json({ accessToken }); } catch (error) { res.status(401).json({ error: "Invalid refresh token" }); } }); app.post("/api/auth/logout", authenticate, async (req, res) => { const { refreshToken } = req.body; await refreshTokenService.revokeRefreshToken(refreshToken); res.json({ message: "Logged out successfully" }); }); ``` ## Session-Based Authentication ### Pattern 1: Express Session ```typescript import session from "express-session"; import RedisStore from "connect-redis"; import { createClient } from "redis"; // Setup Redis for session storage const redisClient = createClient({ url: process.env.REDIS_URL, }); await redisClient.connect(); app.use( session({ store: new RedisStore({ client: redisClient }), secret: process.env.SESSION_SECRET!, resave: false, saveUninitialized: false, cookie: { secure: process.env.NODE_ENV === "production", // HTTPS only httpOnly: true, // No JavaScript access maxAge: 24 * 60 * 60 * 1000, // 24 hours sameSite: "strict", // CSRF protection }, }), ); // Login app.post("/api/auth/login", async (req, res) => { const { email, password } = req.body; const user = await db.users.findOne({ email }); if (!user || !(await verifyPassword(password, user.passwordHash))) { return res.status(401).json({ error: "Invalid credentials" }); } // Store user in session req.session.userId = user.id; req.session.role = user.role; res.json({ user: { id: user.id, email: user.email, role: user.role } }); }); // Session middleware function requireAuth(req: Request, res: Response, next: NextFunction) { if (!req.session.userId) { return res.status(401).json({ error: "Not authenticated" }); } next(); } // Protected route app.get("/api/profile", requireAuth, async (req, res) => { const user = await db.users.findById(req.session.userId); res.json({ user }); }); // Logout app.post("/api/auth/logout", (req, res) => { req.session.destroy((err) => { if (err) { return res.status(500).json({ error: "Logout failed" }); } res.clearCookie("connect.sid"); res.json({ message: "Logged out successfully" }); }); }); ``` ## OAuth2 / Social Login ### Pattern 1: OAuth2 with Passport.js ```typescript import passport from "passport"; import { Strategy as GoogleStrategy } from "passport-google-oauth20"; import { Strategy as GitHubStrategy } from "passport-github2"; // Google OAuth passport.use( new GoogleStrategy( { clientID: process.env.GOOGLE_CLIENT_ID!, clientSecret: process.env.GOOGLE_CLIENT_SECRET!, callbackURL: "/api/auth/google/callback", }, async (accessToken, refreshToken, profile, done) => { try { // Find or create user let user = await db.users.findOne({ googleId: profile.id, }); if (!user) { user = await db.users.create({ googleId: profile.id, email: profile.emails?.[0]?.value, name: profile.displayName, avatar: profile.photos?.[0]?.value, }); } return done(null, user); } catch (error) { return done(error, undefined); } }, ), ); // Routes app.get( "/api/auth/google", passport.authenticate("google", { scope: ["profile", "email"], }), ); app.get( "/api/auth/google/callback", passport.authenticate("google", { session: false }), (req, res) => { // Generate JWT const tokens = generateTokens(req.user.id, req.user.email, req.user.role); // Redirect to frontend with token res.redirect( `${process.env.FRONTEND_URL}/auth/callback?token=${tokens.accessToken}`, ); }, ); ``` ## Authorization Patterns ### Pattern 1: Role-Based Access Control (RBAC) ```typescript enum Role { USER = "user", MODERATOR = "moderator", ADMIN = "admin", } const roleHierarchy: Record<Role, Role[]> = { [Role.ADMIN]: [Role.ADMIN, Role.MODERATOR, Role.USER], [Role.MODERATOR]: [Role.MODERATOR, Role.USER], [Role.USER]: [Role.USER], }; function hasRole(userRole: Role, requiredRole: Role): boolean { return roleHierarchy[userRole].includes(requiredRole); } // Middleware function requireRole(...roles: Role[]) { return (req: Request, res: Response, next: NextFunction) => { if (!req.user) { return res.status(401).json({ error: "Not authenticated" }); } if (!roles.some((role) => hasRole(req.user.role, role))) { return res.status(403).json({ error: "Insufficient permissions" }); } next(); }; } // Usage app.delete( "/api/users/:id", authenticate, requireRole(Role.ADMIN), async (req, res) => { // Only admins can delete users await db.users.delete(req.params.id); res.json({ message: "User deleted" }); }, ); ``` ### Pattern 2: Permission-Based Access Control ```typescript enum Permission { READ_USERS = "read:users", WRITE_USERS = "write:users", DELETE_USERS = "delete:users", READ_POSTS = "read:posts", WRITE_POSTS = "write:posts", } const rolePermissions: Record<Role, Permission[]> = { [Role.USER]: [Permission.READ_POSTS, Permission.WRITE_POSTS], [Role.MODERATOR]: [ Permission.READ_POSTS, Permission.WRITE_POSTS, Permission.READ_USERS, ], [Role.ADMIN]: Object.values(Permission), }; function hasPermission(userRole: Role, permission: Permission): boolean { return rolePermissions[userRole]?.includes(permission) ?? false; } function requirePermission(...permissions: Permission[]) { return (req: Request, res: Response, next: NextFunction) => { if (!req.user) { return res.status(401).json({ error: "Not authenticated" }); } const hasAllPermissions = permissions.every((permission) => hasPermission(req.user.role, permission), ); if (!hasAllPermissions) { return res.status(403).json({ error: "Insufficient permissions" }); } next(); }; } // Usage app.get( "/api/users", authenticate, requirePermission(Permission.READ_USERS), async (req, res) => { const users = await db.users.findAll(); res.json({ users }); }, ); ``` ### Pattern 3: Resource Ownership ```typescript // Check if user owns resource async function requireOwnership( resourceType: "post" | "comment", resourceIdParam: string = "id", ) { return async (req: Request, res: Response, next: NextFunction) => { if (!req.user) { return res.status(401).json({ error: "Not authenticated" }); } const resourceId = req.params[resourceIdParam]; // Admins can access anything if (req.user.role === Role.ADMIN) { return next(); } // Check ownership let resource; if (resourceType === "post") { resource = await db.posts.findById(resourceId); } else if (resourceType === "comment") { resource = await db.comments.findById(resourceId); } if (!resource) { return res.status(404).json({ error: "Resource not found" }); } if (resource.userId !== req.user.userId) { return res.status(403).json({ error: "Not authorized" }); } next(); }; } // Usage app.put( "/api/posts/:id", authenticate, requireOwnership("post"), async (req, res) => { // User can only update their own posts const post = await db.posts.update(req.params.id, req.body); res.json({ post }); }, ); ``` ## Security Best Practices ### Pattern 1: Password Security ```typescript import bcrypt from "bcrypt"; import { z } from "zod"; // Password validation schema const passwordSchema = z .string() .min(12, "Password must be at least 12 characters") .regex(/[A-Z]/, "Password must contain uppercase letter") .regex(/[a-z]/, "Password must contain lowercase letter") .regex(/[0-9]/, "Password must contain number") .regex(/[^A-Za-z0-9]/, "Password must contain special character"); // Hash password async function hashPassword(password: string): Promise<string> { const saltRounds = 12; // 2^12 iterations return bcrypt.hash(password, saltRounds); } // Verify password async function verifyPassword( password: string, hash: string, ): Promise<boolean> { return bcrypt.compare(password, hash); } // Registration with password validation app.post("/api/auth/register", async (req, res) => { try { const { email, password } = req.body; // Validate password passwordSchema.parse(password); // Check if user exists const existingUser = await db.users.findOne({ email }); if (existingUser) { return res.status(400).json({ error: "Email already registered" }); } // Hash password const passwordHash = await hashPassword(password); // Create user const user = await db.users.create({ email, passwordHash, }); // Generate tokens const tokens = generateTokens(user.id, user.email, user.role); res.status(201).json({ user: { id: user.id, email: user.email }, ...tokens, }); } catch (error) { if (error instanceof z.ZodError) { return res.status(400).json({ error: error.errors[0].message }); } res.status(500).json({ error: "Registration failed" }); } }); ``` ### Pattern 2: Rate Limiting ```typescript import rateLimit from "express-rate-limit"; import RedisStore from "rate-limit-redis"; // Login rate limiter const loginLimiter = rateLimit({ store: new RedisStore({ client: redisClient }), windowMs: 15 * 60 * 1000, // 15 minutes max: 5, // 5 attempts message: "Too many login attempts, please try again later", standardHeaders: true, legacyHeaders: false, }); // API rate limiter const apiLimiter = rateLimit({ windowMs: 60 * 1000, // 1 minute max: 100, // 100 requests per minute standardHeaders: true, }); // Apply to routes app.post("/api/auth/login", loginLimiter, async (req, res) => { // Login logic }); app.use("/api/", apiLimiter); ``` ## Best Practices 1. **Never Store Plain Passwords**: Always hash with bcrypt/argon2 2. **Use HTTPS**: Encrypt data in transit 3. **Short-Lived Access Tokens**: 15-30 minutes max 4. **Secure Cookies**: httpOnly, secure, sameSite flags 5. **Validate All Input**: Email format, password strength 6. **Rate Limit Auth Endpoints**: Prevent brute force attacks 7. **Implement CSRF Protection**: For session-based auth 8. **Rotate Secrets Regularly**: JWT secrets, session secrets 9. **Log Security Events**: Login attempts, failed auth 10. **Use MFA When Possible**: Extra security layer ## Common Pitfalls - **Weak Passwords**: Enforce strong password policies - **JWT in localStorage**: Vulnerable to XSS, use httpOnly cookies - **No Token Expiration**: Tokens should expire - **Client-Side Auth Checks Only**: Always validate server-side - **Insecure Password Reset**: Use secure tokens with expiration - **No Rate Limiting**: Vulnerable to brute force - **Trusting Client Data**: Always validate on server ## Resources - **references/jwt-best-practices.md**: JWT implementation guide - **references/oauth2-flows.md**: OAuth2 flow diagrams and examples - **references/session-security.md**: Secure session management - **assets/auth-security-checklist.md**: Security review checklist - **assets/password-policy-template.md**: Password requirements template - **scripts/token-validator.ts**: JWT validation utility
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debugging-strategies

Master systematic debugging techniques, profiling tools, and root

coding
⭐1
# Debugging Strategies Transform debugging from frustrating guesswork into systematic problem-solving with proven strategies, powerful tools, and methodical approaches. ## When to Use This Skill - Tracking down elusive bugs - Investigating performance issues - Understanding unfamiliar codebases - Debugging production issues - Analyzing crash dumps and stack traces - Profiling application performance - Investigating memory leaks - Debugging distributed systems ## Core Principles ### 1. The Scientific Method **1. Observe**: What's the actual behavior? **2. Hypothesize**: What could be causing it? **3. Experiment**: Test your hypothesis **4. Analyze**: Did it prove/disprove your theory? **5. Repeat**: Until you find the root cause ### 2. Debugging Mindset **Don't Assume:** - "It can't be X" - Yes it can - "I didn't change Y" - Check anyway - "It works on my machine" - Find out why **Do:** - Reproduce consistently - Isolate the problem - Keep detailed notes - Question everything - Take breaks when stuck ### 3. Rubber Duck Debugging Explain your code and problem out loud (to a rubber duck, colleague, or yourself). Often reveals the issue. ## Systematic Debugging Process ### Phase 1: Reproduce ```markdown ## Reproduction Checklist 1. **Can you reproduce it?** - Always? Sometimes? Randomly? - Specific conditions needed? - Can others reproduce it? 2. **Create minimal reproduction** - Simplify to smallest example - Remove unrelated code - Isolate the problem 3. **Document steps** - Write down exact steps - Note environment details - Capture error messages ``` ### Phase 2: Gather Information ```markdown ## Information Collection 1. **Error Messages** - Full stack trace - Error codes - Console/log output 2. **Environment** - OS version - Language/runtime version - Dependencies versions - Environment variables 3. **Recent Changes** - Git history - Deployment timeline - Configuration changes 4. **Scope** - Affects all users or specific ones? - All browsers or specific ones? - Production only or also dev? ``` ### Phase 3: Form Hypothesis ```markdown ## Hypothesis Formation Based on gathered info, ask: 1. **What changed?** - Recent code changes - Dependency updates - Infrastructure changes 2. **What's different?** - Working vs broken environment - Working vs broken user - Before vs after 3. **Where could this fail?** - Input validation - Business logic - Data layer - External services ``` ### Phase 4: Test & Verify ```markdown ## Testing Strategies 1. **Binary Search** - Comment out half the code - Narrow down problematic section - Repeat until found 2. **Add Logging** - Strategic console.log/print - Track variable values - Trace execution flow 3. **Isolate Components** - Test each piece separately - Mock dependencies - Remove complexity 4. **Compare Working vs Broken** - Diff configurations - Diff environments - Diff data ``` ## Debugging Tools ### JavaScript/TypeScript Debugging ```typescript // Chrome DevTools Debugger function processOrder(order: Order) { debugger; // Execution pauses here const total = calculateTotal(order); console.log("Total:", total); // Conditional breakpoint if (order.items.length > 10) { debugger; // Only breaks if condition true } return total; } // Console debugging techniques console.log("Value:", value); // Basic console.table(arrayOfObjects); // Table format console.time("operation"); /* code */ console.timeEnd("operation"); // Timing console.trace(); // Stack trace console.assert(value > 0, "Value must be positive"); // Assertion // Performance profiling performance.mark("start-operation"); // ... operation code performance.mark("end-operation"); performance.measure("operation", "start-operation", "end-operation"); console.log(performance.getEntriesByType("measure")); ``` **VS Code Debugger Configuration:** ```json // .vscode/launch.json { "version": "0.2.0", "configurations": [ { "type": "node", "request": "launch", "name": "Debug Program", "program": "${workspaceFolder}/src/index.ts", "preLaunchTask": "tsc: build - tsconfig.json", "outFiles": ["${workspaceFolder}/dist/**/*.js"], "skipFiles": ["<node_internals>/**"] }, { "type": "node", "request": "launch", "name": "Debug Tests", "program": "${workspaceFolder}/node_modules/jest/bin/jest", "args": ["--runInBand", "--no-cache"], "console": "integratedTerminal" } ] } ``` ### Python Debugging ```python # Built-in debugger (pdb) import pdb def calculate_total(items): total = 0 pdb.set_trace() # Debugger starts here for item in items: total += item.price * item.quantity return total # Breakpoint (Python 3.7+) def process_order(order): breakpoint() # More convenient than pdb.set_trace() # ... code # Post-mortem debugging try: risky_operation() except Exception: import pdb pdb.post_mortem() # Debug at exception point # IPython debugging (ipdb) from ipdb import set_trace set_trace() # Better interface than pdb # Logging for debugging import logging logging.basicConfig(level=logging.DEBUG) logger = logging.getLogger(__name__) def fetch_user(user_id): logger.debug(f'Fetching user: {user_id}') user = db.query(User).get(user_id) logger.debug(f'Found user: {user}') return user # Profile performance import cProfile import pstats cProfile.run('slow_function()', 'profile_stats') stats = pstats.Stats('profile_stats') stats.sort_stats('cumulative') stats.print_stats(10) # Top 10 slowest ``` ### Go Debugging ```go // Delve debugger // Install: go install github.com/go-delve/delve/cmd/dlv@latest // Run: dlv debug main.go import ( "fmt" "runtime" "runtime/debug" ) // Print stack trace func debugStack() { debug.PrintStack() } // Panic recovery with debugging func processRequest() { defer func() { if r := recover(); r != nil { fmt.Println("Panic:", r) debug.PrintStack() } }() // ... code that might panic } // Memory profiling import _ "net/http/pprof" // Visit http://localhost:6060/debug/pprof/ // CPU profiling import ( "os" "runtime/pprof" ) f, _ := os.Create("cpu.prof") pprof.StartCPUProfile(f) defer pprof.StopCPUProfile() // ... code to profile ``` ## Advanced Debugging Techniques ### Technique 1: Binary Search Debugging ```bash # Git bisect for finding regression git bisect start git bisect bad # Current commit is bad git bisect good v1.0.0 # v1.0.0 was good # Git checks out middle commit # Test it, then: git bisect good # if it works git bisect bad # if it's broken # Continue until bug found git bisect reset # when done ``` ### Technique 2: Differential Debugging Compare working vs broken: ```markdown ## What's Different? | Aspect | Working | Broken | | ------------ | ----------- | -------------- | | Environment | Development | Production | | Node version | 18.16.0 | 18.15.0 | | Data | Empty DB | 1M records | | User | Admin | Regular user | | Browser | Chrome | Safari | | Time | During day | After midnight | Hypothesis: Time-based issue? Check timezone handling. ``` ### Technique 3: Trace Debugging ```typescript // Function call tracing function trace( target: any, propertyKey: string, descriptor: PropertyDescriptor, ) { const originalMethod = descriptor.value; descriptor.value = function (...args: any[]) { console.log(`Calling ${propertyKey} with args:`, args); const result = originalMethod.apply(this, args); console.log(`${propertyKey} returned:`, result); return result; }; return descriptor; } class OrderService { @trace calculateTotal(items: Item[]): number { return items.reduce((sum, item) => sum + item.price, 0); } } ``` ### Technique 4: Memory Leak Detection ```typescript // Chrome DevTools Memory Profiler // 1. Take heap snapshot // 2. Perform action // 3. Take another snapshot // 4. Compare snapshots // Node.js memory debugging if (process.memoryUsage().heapUsed > 500 * 1024 * 1024) { console.warn("High memory usage:", process.memoryUsage()); // Generate heap dump require("v8").writeHeapSnapshot(); } // Find memory leaks in tests let beforeMemory: number; beforeEach(() => { beforeMemory = process.memoryUsage().heapUsed; }); afterEach(() => { const afterMemory = process.memoryUsage().heapUsed; const diff = afterMemory - beforeMemory; if (diff > 10 * 1024 * 1024) { // 10MB threshold console.warn(`Possible memory leak: ${diff / 1024 / 1024}MB`); } }); ``` ## Debugging Patterns by Issue Type ### Pattern 1: Intermittent Bugs ```markdown ## Strategies for Flaky Bugs 1. **Add extensive logging** - Log timing information - Log all state transitions - Log external interactions 2. **Look for race conditions** - Concurrent access to shared state - Async operations completing out of order - Missing synchronization 3. **Check timing dependencies** - setTimeout/setInterval - Promise resolution order - Animation frame timing 4. **Stress test** - Run many times - Vary timing - Simulate load ``` ### Pattern 2: Performance Issues ```markdown ## Performance Debugging 1. **Profile first** - Don't optimize blindly - Measure before and after - Find bottlenecks 2. **Common culprits** - N+1 queries - Unnecessary re-renders - Large data processing - Synchronous I/O 3. **Tools** - Browser DevTools Performance tab - Lighthouse - Python: cProfile, line_profiler - Node: clinic.js, 0x ``` ### Pattern 3: Production Bugs ```markdown ## Production Debugging 1. **Gather evidence** - Error tracking (Sentry, Bugsnag) - Application logs - User reports - Metrics/monitoring 2. **Reproduce locally** - Use production data (anonymized) - Match environment - Follow exact steps 3. **Safe investigation** - Don't change production - Use feature flags - Add monitoring/logging - Test fixes in staging ``` ## Best Practices 1. **Reproduce First**: Can't fix what you can't reproduce 2. **Isolate the Problem**: Remove complexity until minimal case 3. **Read Error Messages**: They're usually helpful 4. **Check Recent Changes**: Most bugs are recent 5. **Use Version Control**: Git bisect, blame, history 6. **Take Breaks**: Fresh eyes see better 7. **Document Findings**: Help future you 8. **Fix Root Cause**: Not just symptoms ## Common Debugging Mistakes - **Making Multiple Changes**: Change one thing at a time - **Not Reading Error Messages**: Read the full stack trace - **Assuming It's Complex**: Often it's simple - **Debug Logging in Prod**: Remove before shipping - **Not Using Debugger**: console.log isn't always best - **Giving Up Too Soon**: Persistence pays off - **Not Testing the Fix**: Verify it actually works ## Quick Debugging Checklist ```markdown ## When Stuck, Check: - [ ] Spelling errors (typos in variable names) - [ ] Case sensitivity (fileName vs filename) - [ ] Null/undefined values - [ ] Array index off-by-one - [ ] Async timing (race conditions) - [ ] Scope issues (closure, hoisting) - [ ] Type mismatches - [ ] Missing dependencies - [ ] Environment variables - [ ] File paths (absolute vs relative) - [ ] Cache issues (clear cache) - [ ] Stale data (refresh database) ``` ## Resources - **references/debugging-tools-guide.md**: Comprehensive tool documentation - **references/performance-profiling.md**: Performance debugging guide - **references/production-debugging.md**: Debugging live systems - **assets/debugging-checklist.md**: Quick reference checklist - **assets/common-bugs.md**: Common bug patterns - **scripts/debug-helper.ts**: Debugging utility functions
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πŸ€–system promptβ€’7 months ago

architecture-patterns

Implement proven backend architecture patterns including Clean

coding
⭐1
# Architecture Patterns Master proven backend architecture patterns including Clean Architecture, Hexagonal Architecture, and Domain-Driven Design to build maintainable, testable, and scalable systems. ## When to Use This Skill - Designing new backend systems from scratch - Refactoring monolithic applications for better maintainability - Establishing architecture standards for your team - Migrating from tightly coupled to loosely coupled architectures - Implementing domain-driven design principles - Creating testable and mockable codebases - Planning microservices decomposition ## Core Concepts ### 1. Clean Architecture (Uncle Bob) **Layers (dependency flows inward):** - **Entities**: Core business models - **Use Cases**: Application business rules - **Interface Adapters**: Controllers, presenters, gateways - **Frameworks & Drivers**: UI, database, external services **Key Principles:** - Dependencies point inward - Inner layers know nothing about outer layers - Business logic independent of frameworks - Testable without UI, database, or external services ### 2. Hexagonal Architecture (Ports and Adapters) **Components:** - **Domain Core**: Business logic - **Ports**: Interfaces defining interactions - **Adapters**: Implementations of ports (database, REST, message queue) **Benefits:** - Swap implementations easily (mock for testing) - Technology-agnostic core - Clear separation of concerns ### 3. Domain-Driven Design (DDD) **Strategic Patterns:** - **Bounded Contexts**: Separate models for different domains - **Context Mapping**: How contexts relate - **Ubiquitous Language**: Shared terminology **Tactical Patterns:** - **Entities**: Objects with identity - **Value Objects**: Immutable objects defined by attributes - **Aggregates**: Consistency boundaries - **Repositories**: Data access abstraction - **Domain Events**: Things that happened ## Clean Architecture Pattern ### Directory Structure ``` app/ β”œβ”€β”€ domain/ # Entities & business rules β”‚ β”œβ”€β”€ entities/ β”‚ β”‚ β”œβ”€β”€ user.py β”‚ β”‚ └── order.py β”‚ β”œβ”€β”€ value_objects/ β”‚ β”‚ β”œβ”€β”€ email.py β”‚ β”‚ └── money.py β”‚ └── interfaces/ # Abstract interfaces β”‚ β”œβ”€β”€ user_repository.py β”‚ └── payment_gateway.py β”œβ”€β”€ use_cases/ # Application business rules β”‚ β”œβ”€β”€ create_user.py β”‚ β”œβ”€β”€ process_order.py β”‚ └── send_notification.py β”œβ”€β”€ adapters/ # Interface implementations β”‚ β”œβ”€β”€ repositories/ β”‚ β”‚ β”œβ”€β”€ postgres_user_repository.py β”‚ β”‚ └── redis_cache_repository.py β”‚ β”œβ”€β”€ controllers/ β”‚ β”‚ └── user_controller.py β”‚ └── gateways/ β”‚ β”œβ”€β”€ stripe_payment_gateway.py β”‚ └── sendgrid_email_gateway.py └── infrastructure/ # Framework & external concerns β”œβ”€β”€ database.py β”œβ”€β”€ config.py └── logging.py ``` ### Implementation Example ```python # domain/entities/user.py from dataclasses import dataclass from datetime import datetime from typing import Optional @dataclass class User: """Core user entity - no framework dependencies.""" id: str email: str name: str created_at: datetime is_active: bool = True def deactivate(self): """Business rule: deactivating user.""" self.is_active = False def can_place_order(self) -> bool: """Business rule: active users can order.""" return self.is_active # domain/interfaces/user_repository.py from abc import ABC, abstractmethod from typing import Optional, List from domain.entities.user import User class IUserRepository(ABC): """Port: defines contract, no implementation.""" @abstractmethod async def find_by_id(self, user_id: str) -> Optional[User]: pass @abstractmethod async def find_by_email(self, email: str) -> Optional[User]: pass @abstractmethod async def save(self, user: User) -> User: pass @abstractmethod async def delete(self, user_id: str) -> bool: pass # use_cases/create_user.py from domain.entities.user import User from domain.interfaces.user_repository import IUserRepository from dataclasses import dataclass from datetime import datetime import uuid @dataclass class CreateUserRequest: email: str name: str @dataclass class CreateUserResponse: user: User success: bool error: Optional[str] = None class CreateUserUseCase: """Use case: orchestrates business logic.""" def __init__(self, user_repository: IUserRepository): self.user_repository = user_repository async def execute(self, request: CreateUserRequest) -> CreateUserResponse: # Business validation existing = await self.user_repository.find_by_email(request.email) if existing: return CreateUserResponse( user=None, success=False, error="Email already exists" ) # Create entity user = User( id=str(uuid.uuid4()), email=request.email, name=request.name, created_at=datetime.now(), is_active=True ) # Persist saved_user = await self.user_repository.save(user) return CreateUserResponse( user=saved_user, success=True ) # adapters/repositories/postgres_user_repository.py from domain.interfaces.user_repository import IUserRepository from domain.entities.user import User from typing import Optional import asyncpg class PostgresUserRepository(IUserRepository): """Adapter: PostgreSQL implementation.""" def __init__(self, pool: asyncpg.Pool): self.pool = pool async def find_by_id(self, user_id: str) -> Optional[User]: async with self.pool.acquire() as conn: row = await conn.fetchrow( "SELECT * FROM users WHERE id = $1", user_id ) return self._to_entity(row) if row else None async def find_by_email(self, email: str) -> Optional[User]: async with self.pool.acquire() as conn: row = await conn.fetchrow( "SELECT * FROM users WHERE email = $1", email ) return self._to_entity(row) if row else None async def save(self, user: User) -> User: async with self.pool.acquire() as conn: await conn.execute( """ INSERT INTO users (id, email, name, created_at, is_active) VALUES ($1, $2, $3, $4, $5) ON CONFLICT (id) DO UPDATE SET email = $2, name = $3, is_active = $5 """, user.id, user.email, user.name, user.created_at, user.is_active ) return user async def delete(self, user_id: str) -> bool: async with self.pool.acquire() as conn: result = await conn.execute( "DELETE FROM users WHERE id = $1", user_id ) return result == "DELETE 1" def _to_entity(self, row) -> User: """Map database row to entity.""" return User( id=row["id"], email=row["email"], name=row["name"], created_at=row["created_at"], is_active=row["is_active"] ) # adapters/controllers/user_controller.py from fastapi import APIRouter, Depends, HTTPException from use_cases.create_user import CreateUserUseCase, CreateUserRequest from pydantic import BaseModel router = APIRouter() class CreateUserDTO(BaseModel): email: str name: str @router.post("/users") async def create_user( dto: CreateUserDTO, use_case: CreateUserUseCase = Depends(get_create_user_use_case) ): """Controller: handles HTTP concerns only.""" request = CreateUserRequest(email=dto.email, name=dto.name) response = await use_case.execute(request) if not response.success: raise HTTPException(status_code=400, detail=response.error) return {"user": response.user} ``` ## Hexagonal Architecture Pattern ```python # Core domain (hexagon center) class OrderService: """Domain service - no infrastructure dependencies.""" def __init__( self, order_repository: OrderRepositoryPort, payment_gateway: PaymentGatewayPort, notification_service: NotificationPort ): self.orders = order_repository self.payments = payment_gateway self.notifications = notification_service async def place_order(self, order: Order) -> OrderResult: # Business logic if not order.is_valid(): return OrderResult(success=False, error="Invalid order") # Use ports (interfaces) payment = await self.payments.charge( amount=order.total, customer=order.customer_id ) if not payment.success: return OrderResult(success=False, error="Payment failed") order.mark_as_paid() saved_order = await self.orders.save(order) await self.notifications.send( to=order.customer_email, subject="Order confirmed", body=f"Order {order.id} confirmed" ) return OrderResult(success=True, order=saved_order) # Ports (interfaces) class OrderRepositoryPort(ABC): @abstractmethod async def save(self, order: Order) -> Order: pass class PaymentGatewayPort(ABC): @abstractmethod async def charge(self, amount: Money, customer: str) -> PaymentResult: pass class NotificationPort(ABC): @abstractmethod async def send(self, to: str, subject: str, body: str): pass # Adapters (implementations) class StripePaymentAdapter(PaymentGatewayPort): """Primary adapter: connects to Stripe API.""" def __init__(self, api_key: str): self.stripe = stripe self.stripe.api_key = api_key async def charge(self, amount: Money, customer: str) -> PaymentResult: try: charge = self.stripe.Charge.create( amount=amount.cents, currency=amount.currency, customer=customer ) return PaymentResult(success=True, transaction_id=charge.id) except stripe.error.CardError as e: return PaymentResult(success=False, error=str(e)) class MockPaymentAdapter(PaymentGatewayPort): """Test adapter: no external dependencies.""" async def charge(self, amount: Money, customer: str) -> PaymentResult: return PaymentResult(success=True, transaction_id="mock-123") ``` ## Domain-Driven Design Pattern ```python # Value Objects (immutable) from dataclasses import dataclass from typing import Optional @dataclass(frozen=True) class Email: """Value object: validated email.""" value: str def __post_init__(self): if "@" not in self.value: raise ValueError("Invalid email") @dataclass(frozen=True) class Money: """Value object: amount with currency.""" amount: int # cents currency: str def add(self, other: "Money") -> "Money": if self.currency != other.currency: raise ValueError("Currency mismatch") return Money(self.amount + other.amount, self.currency) # Entities (with identity) class Order: """Entity: has identity, mutable state.""" def __init__(self, id: str, customer: Customer): self.id = id self.customer = customer self.items: List[OrderItem] = [] self.status = OrderStatus.PENDING self._events: List[DomainEvent] = [] def add_item(self, product: Product, quantity: int): """Business logic in entity.""" item = OrderItem(product, quantity) self.items.append(item) self._events.append(ItemAddedEvent(self.id, item)) def total(self) -> Money: """Calculated property.""" return sum(item.subtotal() for item in self.items) def submit(self): """State transition with business rules.""" if not self.items: raise ValueError("Cannot submit empty order") if self.status != OrderStatus.PENDING: raise ValueError("Order already submitted") self.status = OrderStatus.SUBMITTED self._events.append(OrderSubmittedEvent(self.id)) # Aggregates (consistency boundary) class Customer: """Aggregate root: controls access to entities.""" def __init__(self, id: str, email: Email): self.id = id self.email = email self._addresses: List[Address] = [] self._orders: List[str] = [] # Order IDs, not full objects def add_address(self, address: Address): """Aggregate enforces invariants.""" if len(self._addresses) >= 5: raise ValueError("Maximum 5 addresses allowed") self._addresses.append(address) @property def primary_address(self) -> Optional[Address]: return next((a for a in self._addresses if a.is_primary), None) # Domain Events @dataclass class OrderSubmittedEvent: order_id: str occurred_at: datetime = field(default_factory=datetime.now) # Repository (aggregate persistence) class OrderRepository: """Repository: persist/retrieve aggregates.""" async def find_by_id(self, order_id: str) -> Optional[Order]: """Reconstitute aggregate from storage.""" pass async def save(self, order: Order): """Persist aggregate and publish events.""" await self._persist(order) await self._publish_events(order._events) order._events.clear() ``` ## Resources - **references/clean-architecture-guide.md**: Detailed layer breakdown - **references/hexagonal-architecture-guide.md**: Ports and adapters patterns - **references/ddd-tactical-patterns.md**: Entities, value objects, aggregates - **assets/clean-architecture-template/**: Complete project structure - **assets/ddd-examples/**: Domain modeling examples ## Best Practices 1. **Dependency Rule**: Dependencies always point inward 2. **Interface Segregation**: Small, focused interfaces 3. **Business Logic in Domain**: Keep frameworks out of core 4. **Test Independence**: Core testable without infrastructure 5. **Bounded Contexts**: Clear domain boundaries 6. **Ubiquitous Language**: Consistent terminology 7. **Thin Controllers**: Delegate to use cases 8. **Rich Domain Models**: Behavior with data ## Common Pitfalls - **Anemic Domain**: Entities with only data, no behavior - **Framework Coupling**: Business logic depends on frameworks - **Fat Controllers**: Business logic in controllers - **Repository Leakage**: Exposing ORM objects - **Missing Abstractions**: Concrete dependencies in core - **Over-Engineering**: Clean architecture for simple CRUD
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