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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€– Auto-discovered
πŸ“textβ€’6 months ago

ARCH-AEP Tiered Remediation Cycle

Run a scope-locked remediation cycle that normalizes findings, revalidates them in parallel, and clears tiers with verification evidence.

architecture
⭐1
# ARCH-AEP Tiered Remediation Cycle Imported from curated first-party documentation sources. ## What this covers Use this workflow when you need an orchestrated engineering review cycle with strict scope lock, tiered execution, and audit-grade evidence. ## Use this when - Large remediation efforts spanning multiple PRs - Parallel specialist review with shared backlog authority - Tracking verification evidence through closure ## Expected outcomes - Scope changes are controlled instead of creeping mid-cycle - Severity tiers drive remediation order predictably - Verification evidence is treated as part of done ## Source synthesis - CHELATEDAI/docs/ARCH AGENTIC ENGINEERING AND PLANNING/workflow.md (https://github.com/mattmre/CHELATEDAI/blob/main/docs/ARCH%20AGENTIC%20ENGINEERING%20AND%20PLANNING/workflow.md) - CHELATEDAI/docs/ARCH AGENTIC ENGINEERING AND PLANNING/orchestrator-briefing.md (https://github.com/mattmre/CHELATEDAI/blob/main/docs/ARCH%20AGENTIC%20ENGINEERING%20AND%20PLANNING/orchestrator-briefing.md) ## Dedupe notes Condenses the core ARCH-AEP workflow and briefing docs into a single remediation-cycle entry instead of importing both separately. ## Source excerpts ### CHELATEDAI/docs/ARCH AGENTIC ENGINEERING AND PLANNING/workflow.md ## Workflow (ARCH phase) 1. Scope lock - Define PR range and time window. - Freeze inputs (refinement report + framework + PR list). 2. Discovery + normalization - Orchestrator ingests `agentic-review-framework.md` and the latest refinement report. - Normalize all findings into a single backlog with unique IDs. - De-duplicate, merge overlaps, and assign provisional severity. - Record backlog in `docs/ARCH AGENTIC ENGINEERING AND PLANNING/backlog-YYYY-MM-DD.md`. 3. Parallel re-validation - Spawn specialist agents to re-validate findings against current main. - Each agent must attach exact file paths and line ranges. - Propose the smallest safe fix, acceptance criteria, and effort sizing (S/M/L). 4. Architecture and planning synthesis - Orchestrator merges validated findings into a master backlog. - Re-score and re-rank using the sorting model. - Identify dependency chains and blockers. ### CHELATEDAI/docs/ARCH AGENTIC ENGINEERING AND PLANNING/orchestrator-briefing.md Purpose: Quick reference for the ARCH-AEP documentation set, plus the narrative to start a new session. Full file index: `docs/INDEX.md` ## What Exists In This Folder - `README.md`: narrative overview and intent for ARCH-AEP. - `workflow.md`: end-to-end workflow specification with phases, guardrails, and enhancements. - `templates.md`: ID and branch conventions, tracker table format, and status log. - `backlog-template.md`: template for the master backlog file. - `backlog-index.md`: index of backlog files. - `next-session.md`: short handoff checklist for resuming work. - `phase-planning.md`: long-running planning record for the current cycle. - `schedule-and-tracking.md`: cadence, gates, and milestone tracking. - `agent-learning.md`: cross-session learnings and reusable patterns. - `change-log.md`: scope/defer decisions with audit context. - `risk-memo-template.md`: Critical/High risk memo template. - `risk-memos/README.md`: storage location for risk memos. - `phase-summary-template.md`: template for per-PR or per-phase summaries. - `phase-summaries/README.md`: storage location for phase summaries. - `verification-log.md`: test/build evidence mirror for PRs. - `tracker-pointer.md`: pointer to the active tracker file. - `tracker-index.md`: index of tracker files. - `scope-lock-t ...
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docs
πŸ€–system promptβ€’6 months ago

Cross-CLI MCP Config Sync

Keep Claude, Cursor, Gemini, and related CLI integrations aligned with a repeatable dry-run and apply workflow.

productivity
⭐1
# Cross-CLI MCP Config Sync Imported from curated first-party documentation sources. ## What this covers Use this skill when multiple AI clients need the same MCP configuration without drifting out of sync. ## Use this when - Rolling out a shared MCP config to multiple clients - Previewing config changes before applying them - Standardizing developer setup across tools ## Expected outcomes - Cross-client MCP setup becomes easier to repeat - Dry-run and apply modes reduce accidental changes - Environment-specific details stay documented near the workflow ## Source synthesis - EVOKORE-MCP/docs/CLI_INTEGRATION.md (https://github.com/mattmre/EVOKORE-MCP/blob/main/docs/CLI_INTEGRATION.md) ## Dedupe notes Uses the dedicated CLI integration guide as the canonical source for config sync instead of duplicating setup notes elsewhere. ## Source excerpts ### EVOKORE-MCP/docs/CLI_INTEGRATION.md EVOKORE-MCP isn't just an MCP Server-Ò€—it also ships with natively integrated UI hooks designed to make your AI CLI experience (like Gemini CLI or Claude Code) significantly more powerful and transparent. ## 🍨 The Interactive Status Line When you connect EVOKORE-MCP to your AI Assistant, you can optionally enable the **EVOKORE Status Line**. Every time the AI finishes a thought or a tool execution, this hook intercepts the internal JSON payload and renders a beautiful, color-coded ASCII status bar at the bottom of your terminal showing: - **Location**: Your current working directory. - **Model Identity**: The exact LLM model currently loaded. - **Skill Count**: A live count of the MCP Agent Skills currently indexed in your library. - **Context Window Health**: A dynamic, color-coded progress bar showing exactly how many tokens you have consumed. --- ### 💜 Enabling in Gemini CLI Gemini CLI features a robust native hook engine. You can configure it to execute the EVOKORE Status Line immediately after every model response (`AfterModel`). **Step 1:** Locate your global settings file (`~/.gemini/settings.json`). **Step 2:** Ensure hooks are enabled, and add the `AfterModel` event array to the root of the JSON object: ```json { "enableHooks": true, "hooks": { "AfterModel": [ { "type": "command", "command": "node /absolute/path/to/EVOKORE-MCP/scripts/status.js" } ] } } ``` **Step 3:** Restart your Gemini CLI! --- ### 💜 Enabling in Claude Code Claude Code features an undocumented internal hook architecture that natively supports this status line. *(Note: Because this feature is currently undocumented by Anthropic, Claude Code's `doctor` command will display "Found 1 settings issue". This is perfectly normal and the status line will still execute successfully)*. **Step 1:** Locate your Claude settings file (`~/.claude/settings.json`). **Step 2:** Add the `statusLine` block to the root of the JSON object: ```json { "statusLine": { "type": "command", "command": "node /absolute/path/to/EVOKORE-MCP/scripts/status.js" } } ``` **Step 3:** Restart Claude Code. --- ### Òő ï¸ A Note on GitHub Copilot and Codex Microsoft's GitHub Copilot CLI and OpenAI's Codex CLI **do not natively support** these JSON hook configurations. If you want the EVOKORE Status Line to appear after commands in these tools, you must configure a native PowerShell/Bash alias wrapper around the CLI execution. **Example (PowerShell Profile):** ```powershell function copilot-evokore { gh copilot $args node "/absolute/path/to/EV ...
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docs
πŸ€–system promptβ€’7 months ago

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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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

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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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

istio-traffic-management

Configure Istio traffic management including routing, load

architecture
⭐1
# Istio Traffic Management Comprehensive guide to Istio traffic management for production service mesh deployments. ## When to Use This Skill - Configuring service-to-service routing - Implementing canary or blue-green deployments - Setting up circuit breakers and retries - Load balancing configuration - Traffic mirroring for testing - Fault injection for chaos engineering ## Core Concepts ### 1. Traffic Management Resources | Resource | Purpose | Scope | | ------------------- | ----------------------------- | ------------- | | **VirtualService** | Route traffic to destinations | Host-based | | **DestinationRule** | Define policies after routing | Service-based | | **Gateway** | Configure ingress/egress | Cluster edge | | **ServiceEntry** | Add external services | Mesh-wide | ### 2. Traffic Flow ``` Client β†’ Gateway β†’ VirtualService β†’ DestinationRule β†’ Service (routing) (policies) (pods) ``` ## Templates ### Template 1: Basic Routing ```yaml apiVersion: networking.istio.io/v1beta1 kind: VirtualService metadata: name: reviews-route namespace: bookinfo spec: hosts: - reviews http: - match: - headers: end-user: exact: jason route: - destination: host: reviews subset: v2 - route: - destination: host: reviews subset: v1 --- apiVersion: networking.istio.io/v1beta1 kind: DestinationRule metadata: name: reviews-destination namespace: bookinfo spec: host: reviews subsets: - name: v1 labels: version: v1 - name: v2 labels: version: v2 - name: v3 labels: version: v3 ``` ### Template 2: Canary Deployment ```yaml apiVersion: networking.istio.io/v1beta1 kind: VirtualService metadata: name: my-service-canary spec: hosts: - my-service http: - route: - destination: host: my-service subset: stable weight: 90 - destination: host: my-service subset: canary weight: 10 --- apiVersion: networking.istio.io/v1beta1 kind: DestinationRule metadata: name: my-service-dr spec: host: my-service trafficPolicy: connectionPool: tcp: maxConnections: 100 http: h2UpgradePolicy: UPGRADE http1MaxPendingRequests: 100 http2MaxRequests: 1000 subsets: - name: stable labels: version: stable - name: canary labels: version: canary ``` ### Template 3: Circuit Breaker ```yaml apiVersion: networking.istio.io/v1beta1 kind: DestinationRule metadata: name: circuit-breaker spec: host: my-service trafficPolicy: connectionPool: tcp: maxConnections: 100 http: http1MaxPendingRequests: 100 http2MaxRequests: 1000 maxRequestsPerConnection: 10 maxRetries: 3 outlierDetection: consecutive5xxErrors: 5 interval: 30s baseEjectionTime: 30s maxEjectionPercent: 50 minHealthPercent: 30 ``` ### Template 4: Retry and Timeout ```yaml apiVersion: networking.istio.io/v1beta1 kind: VirtualService metadata: name: ratings-retry spec: hosts: - ratings http: - route: - destination: host: ratings timeout: 10s retries: attempts: 3 perTryTimeout: 3s retryOn: connect-failure,refused-stream,unavailable,cancelled,retriable-4xx,503 retryRemoteLocalities: true ``` ### Template 5: Traffic Mirroring ```yaml apiVersion: networking.istio.io/v1beta1 kind: VirtualService metadata: name: mirror-traffic spec: hosts: - my-service http: - route: - destination: host: my-service subset: v1 mirror: host: my-service subset: v2 mirrorPercentage: value: 100.0 ``` ### Template 6: Fault Injection ```yaml apiVersion: networking.istio.io/v1beta1 kind: VirtualService metadata: name: fault-injection spec: hosts: - ratings http: - fault: delay: percentage: value: 10 fixedDelay: 5s abort: percentage: value: 5 httpStatus: 503 route: - destination: host: ratings ``` ### Template 7: Ingress Gateway ```yaml apiVersion: networking.istio.io/v1beta1 kind: Gateway metadata: name: my-gateway spec: selector: istio: ingressgateway servers: - port: number: 443 name: https protocol: HTTPS tls: mode: SIMPLE credentialName: my-tls-secret hosts: - "*.example.com" --- apiVersion: networking.istio.io/v1beta1 kind: VirtualService metadata: name: my-vs spec: hosts: - "api.example.com" gateways: - my-gateway http: - match: - uri: prefix: /api/v1 route: - destination: host: api-service port: number: 8080 ``` ## Load Balancing Strategies ```yaml apiVersion: networking.istio.io/v1beta1 kind: DestinationRule metadata: name: load-balancing spec: host: my-service trafficPolicy: loadBalancer: simple: ROUND_ROBIN # or LEAST_CONN, RANDOM, PASSTHROUGH --- # Consistent hashing for sticky sessions apiVersion: networking.istio.io/v1beta1 kind: DestinationRule metadata: name: sticky-sessions spec: host: my-service trafficPolicy: loadBalancer: consistentHash: httpHeaderName: x-user-id # or: httpCookie, useSourceIp, httpQueryParameterName ``` ## Best Practices ### Do's - **Start simple** - Add complexity incrementally - **Use subsets** - Version your services clearly - **Set timeouts** - Always configure reasonable timeouts - **Enable retries** - But with backoff and limits - **Monitor** - Use Kiali and Jaeger for visibility ### Don'ts - **Don't over-retry** - Can cause cascading failures - **Don't ignore outlier detection** - Enable circuit breakers - **Don't mirror to production** - Mirror to test environments - **Don't skip canary** - Test with small traffic percentage first ## Debugging Commands ```bash # Check VirtualService configuration istioctl analyze # View effective routes istioctl proxy-config routes deploy/my-app -o json # Check endpoint discovery istioctl proxy-config endpoints deploy/my-app # Debug traffic istioctl proxy-config log deploy/my-app --level debug ``` ## Resources - [Istio Traffic Management](https://istio.io/latest/docs/concepts/traffic-management/) - [Virtual Service Reference](https://istio.io/latest/docs/reference/config/networking/virtual-service/) - [Destination Rule Reference](https://istio.io/latest/docs/reference/config/networking/destination-rule/)
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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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terraform-module-library

Build reusable Terraform modules for AWS, Azure, and GCP

architecture
⭐1
# Terraform Module Library Production-ready Terraform module patterns for AWS, Azure, and GCP infrastructure. ## Purpose Create reusable, well-tested Terraform modules for common cloud infrastructure patterns across multiple cloud providers. ## When to Use - Build reusable infrastructure components - Standardize cloud resource provisioning - Implement infrastructure as code best practices - Create multi-cloud compatible modules - Establish organizational Terraform standards ## Module Structure ``` terraform-modules/ β”œβ”€β”€ aws/ β”‚ β”œβ”€β”€ vpc/ β”‚ β”œβ”€β”€ eks/ β”‚ β”œβ”€β”€ rds/ β”‚ └── s3/ β”œβ”€β”€ azure/ β”‚ β”œβ”€β”€ vnet/ β”‚ β”œβ”€β”€ aks/ β”‚ └── storage/ └── gcp/ β”œβ”€β”€ vpc/ β”œβ”€β”€ gke/ └── cloud-sql/ ``` ## Standard Module Pattern ``` module-name/ β”œβ”€β”€ main.tf # Main resources β”œβ”€β”€ variables.tf # Input variables β”œβ”€β”€ outputs.tf # Output values β”œβ”€β”€ versions.tf # Provider versions β”œβ”€β”€ README.md # Documentation β”œβ”€β”€ examples/ # Usage examples β”‚ └── complete/ β”‚ β”œβ”€β”€ main.tf β”‚ └── variables.tf └── tests/ # Terratest files └── module_test.go ``` ## AWS VPC Module Example **main.tf:** ```hcl resource "aws_vpc" "main" { cidr_block = var.cidr_block enable_dns_hostnames = var.enable_dns_hostnames enable_dns_support = var.enable_dns_support tags = merge( { Name = var.name }, var.tags ) } resource "aws_subnet" "private" { count = length(var.private_subnet_cidrs) vpc_id = aws_vpc.main.id cidr_block = var.private_subnet_cidrs[count.index] availability_zone = var.availability_zones[count.index] tags = merge( { Name = "${var.name}-private-${count.index + 1}" Tier = "private" }, var.tags ) } resource "aws_internet_gateway" "main" { count = var.create_internet_gateway ? 1 : 0 vpc_id = aws_vpc.main.id tags = merge( { Name = "${var.name}-igw" }, var.tags ) } ``` **variables.tf:** ```hcl variable "name" { description = "Name of the VPC" type = string } variable "cidr_block" { description = "CIDR block for VPC" type = string validation { condition = can(regex("^([0-9]{1,3}\\.){3}[0-9]{1,3}/[0-9]{1,2}$", var.cidr_block)) error_message = "CIDR block must be valid IPv4 CIDR notation." } } variable "availability_zones" { description = "List of availability zones" type = list(string) } variable "private_subnet_cidrs" { description = "CIDR blocks for private subnets" type = list(string) default = [] } variable "enable_dns_hostnames" { description = "Enable DNS hostnames in VPC" type = bool default = true } variable "tags" { description = "Additional tags" type = map(string) default = {} } ``` **outputs.tf:** ```hcl output "vpc_id" { description = "ID of the VPC" value = aws_vpc.main.id } output "private_subnet_ids" { description = "IDs of private subnets" value = aws_subnet.private[*].id } output "vpc_cidr_block" { description = "CIDR block of VPC" value = aws_vpc.main.cidr_block } ``` ## Best Practices 1. **Use semantic versioning** for modules 2. **Document all variables** with descriptions 3. **Provide examples** in examples/ directory 4. **Use validation blocks** for input validation 5. **Output important attributes** for module composition 6. **Pin provider versions** in versions.tf 7. **Use locals** for computed values 8. **Implement conditional resources** with count/for_each 9. **Test modules** with Terratest 10. **Tag all resources** consistently ## Module Composition ```hcl module "vpc" { source = "../../modules/aws/vpc" name = "production" cidr_block = "10.0.0.0/16" availability_zones = ["us-west-2a", "us-west-2b", "us-west-2c"] private_subnet_cidrs = [ "10.0.1.0/24", "10.0.2.0/24", "10.0.3.0/24" ] tags = { Environment = "production" ManagedBy = "terraform" } } module "rds" { source = "../../modules/aws/rds" identifier = "production-db" engine = "postgres" engine_version = "15.3" instance_class = "db.t3.large" vpc_id = module.vpc.vpc_id subnet_ids = module.vpc.private_subnet_ids tags = { Environment = "production" } } ``` ## Reference Files - `assets/vpc-module/` - Complete VPC module example - `assets/rds-module/` - RDS module example - `references/aws-modules.md` - AWS module patterns - `references/azure-modules.md` - Azure module patterns - `references/gcp-modules.md` - GCP module patterns ## Testing ```go // tests/vpc_test.go package test import ( "testing" "github.com/gruntwork-io/terratest/modules/terraform" "github.com/stretchr/testify/assert" ) func TestVPCModule(t *testing.T) { terraformOptions := &terraform.Options{ TerraformDir: "../examples/complete", } defer terraform.Destroy(t, terraformOptions) terraform.InitAndApply(t, terraformOptions) vpcID := terraform.Output(t, terraformOptions, "vpc_id") assert.NotEmpty(t, vpcID) } ``` ## Related Skills - `multi-cloud-architecture` - For architectural decisions - `cost-optimization` - For cost-effective designs
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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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architecture-decision-records

Write and maintain Architecture Decision Records (ADRs) following

coding
⭐1
# Architecture Decision Records Comprehensive patterns for creating, maintaining, and managing Architecture Decision Records (ADRs) that capture the context and rationale behind significant technical decisions. ## When to Use This Skill - Making significant architectural decisions - Documenting technology choices - Recording design trade-offs - Onboarding new team members - Reviewing historical decisions - Establishing decision-making processes ## Core Concepts ### 1. What is an ADR? An Architecture Decision Record captures: - **Context**: Why we needed to make a decision - **Decision**: What we decided - **Consequences**: What happens as a result ### 2. When to Write an ADR | Write ADR | Skip ADR | | -------------------------- | ---------------------- | | New framework adoption | Minor version upgrades | | Database technology choice | Bug fixes | | API design patterns | Implementation details | | Security architecture | Routine maintenance | | Integration patterns | Configuration changes | ### 3. ADR Lifecycle ``` Proposed β†’ Accepted β†’ Deprecated β†’ Superseded ↓ Rejected ``` ## Templates ### Template 1: Standard ADR (MADR Format) ```markdown # ADR-0001: Use PostgreSQL as Primary Database ## Status Accepted ## Context We need to select a primary database for our new e-commerce platform. The system will handle: - ~10,000 concurrent users - Complex product catalog with hierarchical categories - Transaction processing for orders and payments - Full-text search for products - Geospatial queries for store locator The team has experience with MySQL, PostgreSQL, and MongoDB. We need ACID compliance for financial transactions. ## Decision Drivers - **Must have ACID compliance** for payment processing - **Must support complex queries** for reporting - **Should support full-text search** to reduce infrastructure complexity - **Should have good JSON support** for flexible product attributes - **Team familiarity** reduces onboarding time ## Considered Options ### Option 1: PostgreSQL - **Pros**: ACID compliant, excellent JSON support (JSONB), built-in full-text search, PostGIS for geospatial, team has experience - **Cons**: Slightly more complex replication setup than MySQL ### Option 2: MySQL - **Pros**: Very familiar to team, simple replication, large community - **Cons**: Weaker JSON support, no built-in full-text search (need Elasticsearch), no geospatial without extensions ### Option 3: MongoDB - **Pros**: Flexible schema, native JSON, horizontal scaling - **Cons**: No ACID for multi-document transactions (at decision time), team has limited experience, requires schema design discipline ## Decision We will use **PostgreSQL 15** as our primary database. ## Rationale PostgreSQL provides the best balance of: 1. **ACID compliance** essential for e-commerce transactions 2. **Built-in capabilities** (full-text search, JSONB, PostGIS) reduce infrastructure complexity 3. **Team familiarity** with SQL databases reduces learning curve 4. **Mature ecosystem** with excellent tooling and community support The slight complexity in replication is outweighed by the reduction in additional services (no separate Elasticsearch needed). ## Consequences ### Positive - Single database handles transactions, search, and geospatial queries - Reduced operational complexity (fewer services to manage) - Strong consistency guarantees for financial data - Team can leverage existing SQL expertise ### Negative - Need to learn PostgreSQL-specific features (JSONB, full-text search syntax) - Vertical scaling limits may require read replicas sooner - Some team members need PostgreSQL-specific training ### Risks - Full-text search may not scale as well as dedicated search engines - Mitigation: Design for potential Elasticsearch addition if needed ## Implementation Notes - Use JSONB for flexible product attributes - Implement connection pooling with PgBouncer - Set up streaming replication for read replicas - Use pg_trgm extension for fuzzy search ## Related Decisions - ADR-0002: Caching Strategy (Redis) - complements database choice - ADR-0005: Search Architecture - may supersede if Elasticsearch needed ## References - [PostgreSQL JSON Documentation](https://www.postgresql.org/docs/current/datatype-json.html) - [PostgreSQL Full Text Search](https://www.postgresql.org/docs/current/textsearch.html) - Internal: Performance benchmarks in `/docs/benchmarks/database-comparison.md` ``` ### Template 2: Lightweight ADR ```markdown # ADR-0012: Adopt TypeScript for Frontend Development **Status**: Accepted **Date**: 2024-01-15 **Deciders**: @alice, @bob, @charlie ## Context Our React codebase has grown to 50+ components with increasing bug reports related to prop type mismatches and undefined errors. PropTypes provide runtime-only checking. ## Decision Adopt TypeScript for all new frontend code. Migrate existing code incrementally. ## Consequences **Good**: Catch type errors at compile time, better IDE support, self-documenting code. **Bad**: Learning curve for team, initial slowdown, build complexity increase. **Mitigations**: TypeScript training sessions, allow gradual adoption with `allowJs: true`. ``` ### Template 3: Y-Statement Format ```markdown # ADR-0015: API Gateway Selection In the context of **building a microservices architecture**, facing **the need for centralized API management, authentication, and rate limiting**, we decided for **Kong Gateway** and against **AWS API Gateway and custom Nginx solution**, to achieve **vendor independence, plugin extensibility, and team familiarity with Lua**, accepting that **we need to manage Kong infrastructure ourselves**. ``` ### Template 4: ADR for Deprecation ```markdown # ADR-0020: Deprecate MongoDB in Favor of PostgreSQL ## Status Accepted (Supersedes ADR-0003) ## Context ADR-0003 (2021) chose MongoDB for user profile storage due to schema flexibility needs. Since then: - MongoDB's multi-document transactions remain problematic for our use case - Our schema has stabilized and rarely changes - We now have PostgreSQL expertise from other services - Maintaining two databases increases operational burden ## Decision Deprecate MongoDB and migrate user profiles to PostgreSQL. ## Migration Plan 1. **Phase 1** (Week 1-2): Create PostgreSQL schema, dual-write enabled 2. **Phase 2** (Week 3-4): Backfill historical data, validate consistency 3. **Phase 3** (Week 5): Switch reads to PostgreSQL, monitor 4. **Phase 4** (Week 6): Remove MongoDB writes, decommission ## Consequences ### Positive - Single database technology reduces operational complexity - ACID transactions for user data - Team can focus PostgreSQL expertise ### Negative - Migration effort (~4 weeks) - Risk of data issues during migration - Lose some schema flexibility ## Lessons Learned Document from ADR-0003 experience: - Schema flexibility benefits were overestimated - Operational cost of multiple databases was underestimated - Consider long-term maintenance in technology decisions ``` ### Template 5: Request for Comments (RFC) Style ```markdown # RFC-0025: Adopt Event Sourcing for Order Management ## Summary Propose adopting event sourcing pattern for the order management domain to improve auditability, enable temporal queries, and support business analytics. ## Motivation Current challenges: 1. Audit requirements need complete order history 2. "What was the order state at time X?" queries are impossible 3. Analytics team needs event stream for real-time dashboards 4. Order state reconstruction for customer support is manual ## Detailed Design ### Event Store ``` OrderCreated { orderId, customerId, items[], timestamp } OrderItemAdded { orderId, item, timestamp } OrderItemRemoved { orderId, itemId, timestamp } PaymentReceived { orderId, amount, paymentId, timestamp } OrderShipped { orderId, trackingNumber, timestamp } ``` ### Projections - **CurrentOrderState**: Materialized view for queries - **OrderHistory**: Complete timeline for audit - **DailyOrderMetrics**: Analytics aggregation ### Technology - Event Store: EventStoreDB (purpose-built, handles projections) - Alternative considered: Kafka + custom projection service ## Drawbacks - Learning curve for team - Increased complexity vs. CRUD - Need to design events carefully (immutable once stored) - Storage growth (events never deleted) ## Alternatives 1. **Audit tables**: Simpler but doesn't enable temporal queries 2. **CDC from existing DB**: Complex, doesn't change data model 3. **Hybrid**: Event source only for order state changes ## Unresolved Questions - [ ] Event schema versioning strategy - [ ] Retention policy for events - [ ] Snapshot frequency for performance ## Implementation Plan 1. Prototype with single order type (2 weeks) 2. Team training on event sourcing (1 week) 3. Full implementation and migration (4 weeks) 4. Monitoring and optimization (ongoing) ## References - [Event Sourcing by Martin Fowler](https://martinfowler.com/eaaDev/EventSourcing.html) - [EventStoreDB Documentation](https://www.eventstore.com/docs) ``` ## ADR Management ### Directory Structure ``` docs/ β”œβ”€β”€ adr/ β”‚ β”œβ”€β”€ README.md # Index and guidelines β”‚ β”œβ”€β”€ template.md # Team's ADR template β”‚ β”œβ”€β”€ 0001-use-postgresql.md β”‚ β”œβ”€β”€ 0002-caching-strategy.md β”‚ β”œβ”€β”€ 0003-mongodb-user-profiles.md # [DEPRECATED] β”‚ └── 0020-deprecate-mongodb.md # Supersedes 0003 ``` ### ADR Index (README.md) ```markdown # Architecture Decision Records This directory contains Architecture Decision Records (ADRs) for [Project Name]. ## Index | ADR | Title | Status | Date | | ------------------------------------- | ---------------------------------- | ---------- | ---------- | | [0001](0001-use-postgresql.md) | Use PostgreSQL as Primary Database | Accepted | 2024-01-10 | | [0002](0002-caching-strategy.md) | Caching Strategy with Redis | Accepted | 2024-01-12 | | [0003](0003-mongodb-user-profiles.md) | MongoDB for User Profiles | Deprecated | 2023-06-15 | | [0020](0020-deprecate-mongodb.md) | Deprecate MongoDB | Accepted | 2024-01-15 | ## Creating a New ADR 1. Copy `template.md` to `NNNN-title-with-dashes.md` 2. Fill in the template 3. Submit PR for review 4. Update this index after approval ## ADR Status - **Proposed**: Under discussion - **Accepted**: Decision made, implementing - **Deprecated**: No longer relevant - **Superseded**: Replaced by another ADR - **Rejected**: Considered but not adopted ``` ### Automation (adr-tools) ```bash # Install adr-tools brew install adr-tools # Initialize ADR directory adr init docs/adr # Create new ADR adr new "Use PostgreSQL as Primary Database" # Supersede an ADR adr new -s 3 "Deprecate MongoDB in Favor of PostgreSQL" # Generate table of contents adr generate toc > docs/adr/README.md # Link related ADRs adr link 2 "Complements" 1 "Is complemented by" ``` ## Review Process ```markdown ## ADR Review Checklist ### Before Submission - [ ] Context clearly explains the problem - [ ] All viable options considered - [ ] Pros/cons balanced and honest - [ ] Consequences (positive and negative) documented - [ ] Related ADRs linked ### During Review - [ ] At least 2 senior engineers reviewed - [ ] Affected teams consulted - [ ] Security implications considered - [ ] Cost implications documented - [ ] Reversibility assessed ### After Acceptance - [ ] ADR index updated - [ ] Team notified - [ ] Implementation tickets created - [ ] Related documentation updated ``` ## Best Practices ### Do's - **Write ADRs early** - Before implementation starts - **Keep them short** - 1-2 pages maximum - **Be honest about trade-offs** - Include real cons - **Link related decisions** - Build decision graph - **Update status** - Deprecate when superseded ### Don'ts - **Don't change accepted ADRs** - Write new ones to supersede - **Don't skip context** - Future readers need background - **Don't hide failures** - Rejected decisions are valuable - **Don't be vague** - Specific decisions, specific consequences - **Don't forget implementation** - ADR without action is waste ## Resources - [Documenting Architecture Decisions (Michael Nygard)](https://cognitect.com/blog/2011/11/15/documenting-architecture-decisions) - [MADR Template](https://adr.github.io/madr/) - [ADR GitHub Organization](https://adr.github.io/) - [adr-tools](https://github.com/npryce/adr-tools)
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incident-runbook-templates

Create structured incident response runbooks with step-by-step

coding
⭐1
# Incident Runbook Templates Production-ready templates for incident response runbooks covering detection, triage, mitigation, resolution, and communication. ## When to Use This Skill - Creating incident response procedures - Building service-specific runbooks - Establishing escalation paths - Documenting recovery procedures - Responding to active incidents - Onboarding on-call engineers ## Core Concepts ### 1. Incident Severity Levels | Severity | Impact | Response Time | Example | | -------- | -------------------------- | ----------------- | ----------------------- | | **SEV1** | Complete outage, data loss | 15 min | Production down | | **SEV2** | Major degradation | 30 min | Critical feature broken | | **SEV3** | Minor impact | 2 hours | Non-critical bug | | **SEV4** | Minimal impact | Next business day | Cosmetic issue | ### 2. Runbook Structure ``` 1. Overview & Impact 2. Detection & Alerts 3. Initial Triage 4. Mitigation Steps 5. Root Cause Investigation 6. Resolution Procedures 7. Verification & Rollback 8. Communication Templates 9. Escalation Matrix ``` ## Runbook Templates ### Template 1: Service Outage Runbook ````markdown # [Service Name] Outage Runbook ## Overview **Service**: Payment Processing Service **Owner**: Platform Team **Slack**: #payments-incidents **PagerDuty**: payments-oncall ## Impact Assessment - [ ] Which customers are affected? - [ ] What percentage of traffic is impacted? - [ ] Are there financial implications? - [ ] What's the blast radius? ## Detection ### Alerts - `payment_error_rate > 5%` (PagerDuty) - `payment_latency_p99 > 2s` (Slack) - `payment_success_rate < 95%` (PagerDuty) ### Dashboards - [Payment Service Dashboard](https://grafana/d/payments) - [Error Tracking](https://sentry.io/payments) - [Dependency Status](https://status.stripe.com) ## Initial Triage (First 5 Minutes) ### 1. Assess Scope ```bash # Check service health kubectl get pods -n payments -l app=payment-service # Check recent deployments kubectl rollout history deployment/payment-service -n payments # Check error rates curl -s "http://prometheus:9090/api/v1/query?query=sum(rate(http_requests_total{status=~'5..'}[5m]))" ``` ```` ### 2. Quick Health Checks - [ ] Can you reach the service? `curl -I https://api.company.com/payments/health` - [ ] Database connectivity? Check connection pool metrics - [ ] External dependencies? Check Stripe, bank API status - [ ] Recent changes? Check deploy history ### 3. Initial Classification | Symptom | Likely Cause | Go To Section | | -------------------- | ------------------- | ------------- | | All requests failing | Service down | Section 4.1 | | High latency | Database/dependency | Section 4.2 | | Partial failures | Code bug | Section 4.3 | | Spike in errors | Traffic surge | Section 4.4 | ## Mitigation Procedures ### 4.1 Service Completely Down ```bash # Step 1: Check pod status kubectl get pods -n payments # Step 2: If pods are crash-looping, check logs kubectl logs -n payments -l app=payment-service --tail=100 # Step 3: Check recent deployments kubectl rollout history deployment/payment-service -n payments # Step 4: ROLLBACK if recent deploy is suspect kubectl rollout undo deployment/payment-service -n payments # Step 5: Scale up if resource constrained kubectl scale deployment/payment-service -n payments --replicas=10 # Step 6: Verify recovery kubectl rollout status deployment/payment-service -n payments ``` ### 4.2 High Latency ```bash # Step 1: Check database connections kubectl exec -n payments deploy/payment-service -- \ curl localhost:8080/metrics | grep db_pool # Step 2: Check slow queries (if DB issue) psql -h $DB_HOST -U $DB_USER -c " SELECT pid, now() - query_start AS duration, query FROM pg_stat_activity WHERE state = 'active' AND duration > interval '5 seconds' ORDER BY duration DESC;" # Step 3: Kill long-running queries if needed psql -h $DB_HOST -U $DB_USER -c "SELECT pg_terminate_backend(pid);" # Step 4: Check external dependency latency curl -w "@curl-format.txt" -o /dev/null -s https://api.stripe.com/v1/health # Step 5: Enable circuit breaker if dependency is slow kubectl set env deployment/payment-service \ STRIPE_CIRCUIT_BREAKER_ENABLED=true -n payments ``` ### 4.3 Partial Failures (Specific Errors) ```bash # Step 1: Identify error pattern kubectl logs -n payments -l app=payment-service --tail=500 | \ grep -i error | sort | uniq -c | sort -rn | head -20 # Step 2: Check error tracking # Go to Sentry: https://sentry.io/payments # Step 3: If specific endpoint, enable feature flag to disable curl -X POST https://api.company.com/internal/feature-flags \ -d '{"flag": "DISABLE_PROBLEMATIC_FEATURE", "enabled": true}' # Step 4: If data issue, check recent data changes psql -h $DB_HOST -c " SELECT * FROM audit_log WHERE table_name = 'payment_methods' AND created_at > now() - interval '1 hour';" ``` ### 4.4 Traffic Surge ```bash # Step 1: Check current request rate kubectl top pods -n payments # Step 2: Scale horizontally kubectl scale deployment/payment-service -n payments --replicas=20 # Step 3: Enable rate limiting kubectl set env deployment/payment-service \ RATE_LIMIT_ENABLED=true \ RATE_LIMIT_RPS=1000 -n payments # Step 4: If attack, block suspicious IPs kubectl apply -f - <<EOF apiVersion: networking.k8s.io/v1 kind: NetworkPolicy metadata: name: block-suspicious namespace: payments spec: podSelector: matchLabels: app: payment-service ingress: - from: - ipBlock: cidr: 0.0.0.0/0 except: - 192.168.1.0/24 # Suspicious range EOF ``` ## Verification Steps ```bash # Verify service is healthy curl -s https://api.company.com/payments/health | jq # Verify error rate is back to normal curl -s "http://prometheus:9090/api/v1/query?query=sum(rate(http_requests_total{status=~'5..'}[5m]))" | jq '.data.result[0].value[1]' # Verify latency is acceptable curl -s "http://prometheus:9090/api/v1/query?query=histogram_quantile(0.99,sum(rate(http_request_duration_seconds_bucket[5m]))by(le))" | jq # Smoke test critical flows ./scripts/smoke-test-payments.sh ``` ## Rollback Procedures ```bash # Rollback Kubernetes deployment kubectl rollout undo deployment/payment-service -n payments # Rollback database migration (if applicable) ./scripts/db-rollback.sh $MIGRATION_VERSION # Rollback feature flag curl -X POST https://api.company.com/internal/feature-flags \ -d '{"flag": "NEW_PAYMENT_FLOW", "enabled": false}' ``` ## Escalation Matrix | Condition | Escalate To | Contact | | ----------------------------- | ------------------- | ------------------- | | > 15 min unresolved SEV1 | Engineering Manager | @manager (Slack) | | Data breach suspected | Security Team | #security-incidents | | Financial impact > $10k | Finance + Legal | @finance-oncall | | Customer communication needed | Support Lead | @support-lead | ## Communication Templates ### Initial Notification (Internal) ``` 🚨 INCIDENT: Payment Service Degradation Severity: SEV2 Status: Investigating Impact: ~20% of payment requests failing Start Time: [TIME] Incident Commander: [NAME] Current Actions: - Investigating root cause - Scaling up service - Monitoring dashboards Updates in #payments-incidents ``` ### Status Update ``` πŸ“Š UPDATE: Payment Service Incident Status: Mitigating Impact: Reduced to ~5% failure rate Duration: 25 minutes Actions Taken: - Rolled back deployment v2.3.4 β†’ v2.3.3 - Scaled service from 5 β†’ 10 replicas Next Steps: - Continuing to monitor - Root cause analysis in progress ETA to Resolution: ~15 minutes ``` ### Resolution Notification ``` βœ… RESOLVED: Payment Service Incident Duration: 45 minutes Impact: ~5,000 affected transactions Root Cause: Memory leak in v2.3.4 Resolution: - Rolled back to v2.3.3 - Transactions auto-retried successfully Follow-up: - Postmortem scheduled for [DATE] - Bug fix in progress ``` ```` ### Template 2: Database Incident Runbook ```markdown # Database Incident Runbook ## Quick Reference | Issue | Command | |-------|---------| | Check connections | `SELECT count(*) FROM pg_stat_activity;` | | Kill query | `SELECT pg_terminate_backend(pid);` | | Check replication lag | `SELECT extract(epoch from (now() - pg_last_xact_replay_timestamp()));` | | Check locks | `SELECT * FROM pg_locks WHERE NOT granted;` | ## Connection Pool Exhaustion ```sql -- Check current connections SELECT datname, usename, state, count(*) FROM pg_stat_activity GROUP BY datname, usename, state ORDER BY count(*) DESC; -- Identify long-running connections SELECT pid, usename, datname, state, query_start, query FROM pg_stat_activity WHERE state != 'idle' ORDER BY query_start; -- Terminate idle connections SELECT pg_terminate_backend(pid) FROM pg_stat_activity WHERE state = 'idle' AND query_start < now() - interval '10 minutes'; ```` ## Replication Lag ```sql -- Check lag on replica SELECT CASE WHEN pg_last_wal_receive_lsn() = pg_last_wal_replay_lsn() THEN 0 ELSE extract(epoch from now() - pg_last_xact_replay_timestamp()) END AS lag_seconds; -- If lag > 60s, consider: -- 1. Check network between primary/replica -- 2. Check replica disk I/O -- 3. Consider failover if unrecoverable ``` ## Disk Space Critical ```bash # Check disk usage df -h /var/lib/postgresql/data # Find large tables psql -c "SELECT relname, pg_size_pretty(pg_total_relation_size(relid)) FROM pg_catalog.pg_statio_user_tables ORDER BY pg_total_relation_size(relid) DESC LIMIT 10;" # VACUUM to reclaim space psql -c "VACUUM FULL large_table;" # If emergency, delete old data or expand disk ``` ``` ## Best Practices ### Do's - **Keep runbooks updated** - Review after every incident - **Test runbooks regularly** - Game days, chaos engineering - **Include rollback steps** - Always have an escape hatch - **Document assumptions** - What must be true for steps to work - **Link to dashboards** - Quick access during stress ### Don'ts - **Don't assume knowledge** - Write for 3 AM brain - **Don't skip verification** - Confirm each step worked - **Don't forget communication** - Keep stakeholders informed - **Don't work alone** - Escalate early - **Don't skip postmortems** - Learn from every incident ## Resources - [Google SRE Book - Incident Management](https://sre.google/sre-book/managing-incidents/) - [PagerDuty Incident Response](https://response.pagerduty.com/) - [Atlassian Incident Management](https://www.atlassian.com/incident-management) ```
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on-call-handoff-patterns

Master on-call shift handoffs with context transfer, escalation

coding
⭐1
# On-Call Handoff Patterns Effective patterns for on-call shift transitions, ensuring continuity, context transfer, and reliable incident response across shifts. ## When to Use This Skill - Transitioning on-call responsibilities - Writing shift handoff summaries - Documenting ongoing investigations - Establishing on-call rotation procedures - Improving handoff quality - Onboarding new on-call engineers ## Core Concepts ### 1. Handoff Components | Component | Purpose | | -------------------------- | ----------------------- | | **Active Incidents** | What's currently broken | | **Ongoing Investigations** | Issues being debugged | | **Recent Changes** | Deployments, configs | | **Known Issues** | Workarounds in place | | **Upcoming Events** | Maintenance, releases | ### 2. Handoff Timing ``` Recommended: 30 min overlap between shifts Outgoing: β”œβ”€β”€ 15 min: Write handoff document └── 15 min: Sync call with incoming Incoming: β”œβ”€β”€ 15 min: Review handoff document β”œβ”€β”€ 15 min: Sync call with outgoing └── 5 min: Verify alerting setup ``` ## Templates ### Template 1: Shift Handoff Document ````markdown # On-Call Handoff: Platform Team **Outgoing**: @alice (2024-01-15 to 2024-01-22) **Incoming**: @bob (2024-01-22 to 2024-01-29) **Handoff Time**: 2024-01-22 09:00 UTC --- ## πŸ”΄ Active Incidents ### None currently active No active incidents at handoff time. --- ## 🟑 Ongoing Investigations ### 1. Intermittent API Timeouts (ENG-1234) **Status**: Investigating **Started**: 2024-01-20 **Impact**: ~0.1% of requests timing out **Context**: - Timeouts correlate with database backup window (02:00-03:00 UTC) - Suspect backup process causing lock contention - Added extra logging in PR #567 (deployed 01/21) **Next Steps**: - [ ] Review new logs after tonight's backup - [ ] Consider moving backup window if confirmed **Resources**: - Dashboard: [API Latency](https://grafana/d/api-latency) - Thread: #platform-eng (01/20, 14:32) --- ### 2. Memory Growth in Auth Service (ENG-1235) **Status**: Monitoring **Started**: 2024-01-18 **Impact**: None yet (proactive) **Context**: - Memory usage growing ~5% per day - No memory leak found in profiling - Suspect connection pool not releasing properly **Next Steps**: - [ ] Review heap dump from 01/21 - [ ] Consider restart if usage > 80% **Resources**: - Dashboard: [Auth Service Memory](https://grafana/d/auth-memory) - Analysis doc: [Memory Investigation](https://docs/eng-1235) --- ## 🟒 Resolved This Shift ### Payment Service Outage (2024-01-19) - **Duration**: 23 minutes - **Root Cause**: Database connection exhaustion - **Resolution**: Rolled back v2.3.4, increased pool size - **Postmortem**: [POSTMORTEM-89](https://docs/postmortem-89) - **Follow-up tickets**: ENG-1230, ENG-1231 --- ## πŸ“‹ Recent Changes ### Deployments | Service | Version | Time | Notes | | ------------ | ------- | ----------- | -------------------------- | | api-gateway | v3.2.1 | 01/21 14:00 | Bug fix for header parsing | | user-service | v2.8.0 | 01/20 10:00 | New profile features | | auth-service | v4.1.2 | 01/19 16:00 | Security patch | ### Configuration Changes - 01/21: Increased API rate limit from 1000 to 1500 RPS - 01/20: Updated database connection pool max from 50 to 75 ### Infrastructure - 01/20: Added 2 nodes to Kubernetes cluster - 01/19: Upgraded Redis from 6.2 to 7.0 --- ## ⚠️ Known Issues & Workarounds ### 1. Slow Dashboard Loading **Issue**: Grafana dashboards slow on Monday mornings **Workaround**: Wait 5 min after 08:00 UTC for cache warm-up **Ticket**: OPS-456 (P3) ### 2. Flaky Integration Test **Issue**: `test_payment_flow` fails intermittently in CI **Workaround**: Re-run failed job (usually passes on retry) **Ticket**: ENG-1200 (P2) --- ## πŸ“… Upcoming Events | Date | Event | Impact | Contact | | ----------- | -------------------- | ------------------- | ------------- | | 01/23 02:00 | Database maintenance | 5 min read-only | @dba-team | | 01/24 14:00 | Major release v5.0 | Monitor closely | @release-team | | 01/25 | Marketing campaign | 2x traffic expected | @platform | --- ## πŸ“ž Escalation Reminders | Issue Type | First Escalation | Second Escalation | | --------------- | -------------------- | ----------------- | | Payment issues | @payments-oncall | @payments-manager | | Auth issues | @auth-oncall | @security-team | | Database issues | @dba-team | @infra-manager | | Unknown/severe | @engineering-manager | @vp-engineering | --- ## πŸ”§ Quick Reference ### Common Commands ```bash # Check service health kubectl get pods -A | grep -v Running # Recent deployments kubectl get events --sort-by='.lastTimestamp' | tail -20 # Database connections psql -c "SELECT count(*) FROM pg_stat_activity;" # Clear cache (emergency only) redis-cli FLUSHDB ``` ```` ### Important Links - [Runbooks](https://wiki/runbooks) - [Service Catalog](https://wiki/services) - [Incident Slack](https://slack.com/incidents) - [PagerDuty](https://pagerduty.com/schedules) --- ## Handoff Checklist ### Outgoing Engineer - [x] Document active incidents - [x] Document ongoing investigations - [x] List recent changes - [x] Note known issues - [x] Add upcoming events - [x] Sync with incoming engineer ### Incoming Engineer - [ ] Read this document - [ ] Join sync call - [ ] Verify PagerDuty is routing to you - [ ] Verify Slack notifications working - [ ] Check VPN/access working - [ ] Review critical dashboards ```` ### Template 2: Quick Handoff (Async) ```markdown # Quick Handoff: @alice β†’ @bob ## TL;DR - No active incidents - 1 investigation ongoing (API timeouts, see ENG-1234) - Major release tomorrow (01/24) - be ready for issues ## Watch List 1. API latency around 02:00-03:00 UTC (backup window) 2. Auth service memory (restart if > 80%) ## Recent - Deployed api-gateway v3.2.1 yesterday (stable) - Increased rate limits to 1500 RPS ## Coming Up - 01/23 02:00 - DB maintenance (5 min read-only) - 01/24 14:00 - v5.0 release ## Questions? I'll be available on Slack until 17:00 today. ```` ### Template 3: Incident Handoff (Mid-Incident) ```markdown # INCIDENT HANDOFF: Payment Service Degradation **Incident Start**: 2024-01-22 08:15 UTC **Current Status**: Mitigating **Severity**: SEV2 --- ## Current State - Error rate: 15% (down from 40%) - Mitigation in progress: scaling up pods - ETA to resolution: ~30 min ## What We Know 1. Root cause: Memory pressure on payment-service pods 2. Triggered by: Unusual traffic spike (3x normal) 3. Contributing: Inefficient query in checkout flow ## What We've Done - Scaled payment-service from 5 β†’ 15 pods - Enabled rate limiting on checkout endpoint - Disabled non-critical features ## What Needs to Happen 1. Monitor error rate - should reach <1% in ~15 min 2. If not improving, escalate to @payments-manager 3. Once stable, begin root cause investigation ## Key People - Incident Commander: @alice (handing off) - Comms Lead: @charlie - Technical Lead: @bob (incoming) ## Communication - Status page: Updated at 08:45 - Customer support: Notified - Exec team: Aware ## Resources - Incident channel: #inc-20240122-payment - Dashboard: [Payment Service](https://grafana/d/payments) - Runbook: [Payment Degradation](https://wiki/runbooks/payments) --- **Incoming on-call (@bob) - Please confirm you have:** - [ ] Joined #inc-20240122-payment - [ ] Access to dashboards - [ ] Understand current state - [ ] Know escalation path ``` ## Handoff Sync Meeting ### Agenda (15 minutes) ```markdown ## Handoff Sync: @alice β†’ @bob 1. **Active Issues** (5 min) - Walk through any ongoing incidents - Discuss investigation status - Transfer context and theories 2. **Recent Changes** (3 min) - Deployments to watch - Config changes - Known regressions 3. **Upcoming Events** (3 min) - Maintenance windows - Expected traffic changes - Releases planned 4. **Questions** (4 min) - Clarify anything unclear - Confirm access and alerting - Exchange contact info ``` ## On-Call Best Practices ### Before Your Shift ```markdown ## Pre-Shift Checklist ### Access Verification - [ ] VPN working - [ ] kubectl access to all clusters - [ ] Database read access - [ ] Log aggregator access (Splunk/Datadog) - [ ] PagerDuty app installed and logged in ### Alerting Setup - [ ] PagerDuty schedule shows you as primary - [ ] Phone notifications enabled - [ ] Slack notifications for incident channels - [ ] Test alert received and acknowledged ### Knowledge Refresh - [ ] Review recent incidents (past 2 weeks) - [ ] Check service changelog - [ ] Skim critical runbooks - [ ] Know escalation contacts ### Environment Ready - [ ] Laptop charged and accessible - [ ] Phone charged - [ ] Quiet space available for calls - [ ] Secondary contact identified (if traveling) ``` ### During Your Shift ```markdown ## Daily On-Call Routine ### Morning (start of day) - [ ] Check overnight alerts - [ ] Review dashboards for anomalies - [ ] Check for any P0/P1 tickets created - [ ] Skim incident channels for context ### Throughout Day - [ ] Respond to alerts within SLA - [ ] Document investigation progress - [ ] Update team on significant issues - [ ] Triage incoming pages ### End of Day - [ ] Hand off any active issues - [ ] Update investigation docs - [ ] Note anything for next shift ``` ### After Your Shift ```markdown ## Post-Shift Checklist - [ ] Complete handoff document - [ ] Sync with incoming on-call - [ ] Verify PagerDuty routing changed - [ ] Close/update investigation tickets - [ ] File postmortems for any incidents - [ ] Take time off if shift was stressful ``` ## Escalation Guidelines ### When to Escalate ```markdown ## Escalation Triggers ### Immediate Escalation - SEV1 incident declared - Data breach suspected - Unable to diagnose within 30 min - Customer or legal escalation received ### Consider Escalation - Issue spans multiple teams - Requires expertise you don't have - Business impact exceeds threshold - You're uncertain about next steps ### How to Escalate 1. Page the appropriate escalation path 2. Provide brief context in Slack 3. Stay engaged until escalation acknowledges 4. Hand off cleanly, don't just disappear ``` ## Best Practices ### Do's - **Document everything** - Future you will thank you - **Escalate early** - Better safe than sorry - **Take breaks** - Alert fatigue is real - **Keep handoffs synchronous** - Async loses context - **Test your setup** - Before incidents, not during ### Don'ts - **Don't skip handoffs** - Context loss causes incidents - **Don't hero** - Escalate when needed - **Don't ignore alerts** - Even if they seem minor - **Don't work sick** - Swap shifts instead - **Don't disappear** - Stay reachable during shift ## Resources - [Google SRE - Being On-Call](https://sre.google/sre-book/being-on-call/) - [PagerDuty On-Call Guide](https://www.pagerduty.com/resources/learn/on-call-management/) - [Increment On-Call Issue](https://increment.com/on-call/)
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πŸ€–system promptβ€’7 months ago

postmortem-writing

Write effective blameless postmortems with root cause analysis,

coding
⭐1
# Postmortem Writing Comprehensive guide to writing effective, blameless postmortems that drive organizational learning and prevent incident recurrence. ## When to Use This Skill - Conducting post-incident reviews - Writing postmortem documents - Facilitating blameless postmortem meetings - Identifying root causes and contributing factors - Creating actionable follow-up items - Building organizational learning culture ## Core Concepts ### 1. Blameless Culture | Blame-Focused | Blameless | | ------------------------ | --------------------------------- | | "Who caused this?" | "What conditions allowed this?" | | "Someone made a mistake" | "The system allowed this mistake" | | Punish individuals | Improve systems | | Hide information | Share learnings | | Fear of speaking up | Psychological safety | ### 2. Postmortem Triggers - SEV1 or SEV2 incidents - Customer-facing outages > 15 minutes - Data loss or security incidents - Near-misses that could have been severe - Novel failure modes - Incidents requiring unusual intervention ## Quick Start ### Postmortem Timeline ``` Day 0: Incident occurs Day 1-2: Draft postmortem document Day 3-5: Postmortem meeting Day 5-7: Finalize document, create tickets Week 2+: Action item completion Quarterly: Review patterns across incidents ``` ## Templates ### Template 1: Standard Postmortem ```markdown # Postmortem: [Incident Title] **Date**: 2024-01-15 **Authors**: @alice, @bob **Status**: Draft | In Review | Final **Incident Severity**: SEV2 **Incident Duration**: 47 minutes ## Executive Summary On January 15, 2024, the payment processing service experienced a 47-minute outage affecting approximately 12,000 customers. The root cause was a database connection pool exhaustion triggered by a configuration change in deployment v2.3.4. The incident was resolved by rolling back to v2.3.3 and increasing connection pool limits. **Impact**: - 12,000 customers unable to complete purchases - Estimated revenue loss: $45,000 - 847 support tickets created - No data loss or security implications ## Timeline (All times UTC) | Time | Event | | ----- | ----------------------------------------------- | | 14:23 | Deployment v2.3.4 completed to production | | 14:31 | First alert: `payment_error_rate > 5%` | | 14:33 | On-call engineer @alice acknowledges alert | | 14:35 | Initial investigation begins, error rate at 23% | | 14:41 | Incident declared SEV2, @bob joins | | 14:45 | Database connection exhaustion identified | | 14:52 | Decision to rollback deployment | | 14:58 | Rollback to v2.3.3 initiated | | 15:10 | Rollback complete, error rate dropping | | 15:18 | Service fully recovered, incident resolved | ## Root Cause Analysis ### What Happened The v2.3.4 deployment included a change to the database query pattern that inadvertently removed connection pooling for a frequently-called endpoint. Each request opened a new database connection instead of reusing pooled connections. ### Why It Happened 1. **Proximate Cause**: Code change in `PaymentRepository.java` replaced pooled `DataSource` with direct `DriverManager.getConnection()` calls. 2. **Contributing Factors**: - Code review did not catch the connection handling change - No integration tests specifically for connection pool behavior - Staging environment has lower traffic, masking the issue - Database connection metrics alert threshold was too high (90%) 3. **5 Whys Analysis**: - Why did the service fail? β†’ Database connections exhausted - Why were connections exhausted? β†’ Each request opened new connection - Why did each request open new connection? β†’ Code bypassed connection pool - Why did code bypass connection pool? β†’ Developer unfamiliar with codebase patterns - Why was developer unfamiliar? β†’ No documentation on connection management patterns ### System Diagram ``` [Client] β†’ [Load Balancer] β†’ [Payment Service] β†’ [Database] ↓ Connection Pool (broken) ↓ Direct connections (cause) ``` ## Detection ### What Worked - Error rate alert fired within 8 minutes of deployment - Grafana dashboard clearly showed connection spike - On-call response was swift (2 minute acknowledgment) ### What Didn't Work - Database connection metric alert threshold too high - No deployment-correlated alerting - Canary deployment would have caught this earlier ### Detection Gap The deployment completed at 14:23, but the first alert didn't fire until 14:31 (8 minutes). A deployment-aware alert could have detected the issue faster. ## Response ### What Worked - On-call engineer quickly identified database as the issue - Rollback decision was made decisively - Clear communication in incident channel ### What Could Be Improved - Took 10 minutes to correlate issue with recent deployment - Had to manually check deployment history - Rollback took 12 minutes (could be faster) ## Impact ### Customer Impact - 12,000 unique customers affected - Average impact duration: 35 minutes - 847 support tickets (23% of affected users) - Customer satisfaction score dropped 12 points ### Business Impact - Estimated revenue loss: $45,000 - Support cost: ~$2,500 (agent time) - Engineering time: ~8 person-hours ### Technical Impact - Database primary experienced elevated load - Some replica lag during incident - No permanent damage to systems ## Lessons Learned ### What Went Well 1. Alerting detected the issue before customer reports 2. Team collaborated effectively under pressure 3. Rollback procedure worked smoothly 4. Communication was clear and timely ### What Went Wrong 1. Code review missed critical change 2. Test coverage gap for connection pooling 3. Staging environment doesn't reflect production traffic 4. Alert thresholds were not tuned properly ### Where We Got Lucky 1. Incident occurred during business hours with full team available 2. Database handled the load without failing completely 3. No other incidents occurred simultaneously ## Action Items | Priority | Action | Owner | Due Date | Ticket | |----------|--------|-------|----------|--------| | P0 | Add integration test for connection pool behavior | @alice | 2024-01-22 | ENG-1234 | | P0 | Lower database connection alert threshold to 70% | @bob | 2024-01-17 | OPS-567 | | P1 | Document connection management patterns | @alice | 2024-01-29 | DOC-89 | | P1 | Implement deployment-correlated alerting | @bob | 2024-02-05 | OPS-568 | | P2 | Evaluate canary deployment strategy | @charlie | 2024-02-15 | ENG-1235 | | P2 | Load test staging with production-like traffic | @dave | 2024-02-28 | QA-123 | ## Appendix ### Supporting Data #### Error Rate Graph [Link to Grafana dashboard snapshot] #### Database Connection Graph [Link to metrics] ### Related Incidents - 2023-11-02: Similar connection issue in User Service (POSTMORTEM-42) ### References - [Connection Pool Best Practices](internal-wiki/connection-pools) - [Deployment Runbook](internal-wiki/deployment-runbook) ``` ### Template 2: 5 Whys Analysis ```markdown # 5 Whys Analysis: [Incident] ## Problem Statement Payment service experienced 47-minute outage due to database connection exhaustion. ## Analysis ### Why #1: Why did the service fail? **Answer**: Database connections were exhausted, causing all new requests to fail. **Evidence**: Metrics showed connection count at 100/100 (max), with 500+ pending requests. --- ### Why #2: Why were database connections exhausted? **Answer**: Each incoming request opened a new database connection instead of using the connection pool. **Evidence**: Code diff shows direct `DriverManager.getConnection()` instead of pooled `DataSource`. --- ### Why #3: Why did the code bypass the connection pool? **Answer**: A developer refactored the repository class and inadvertently changed the connection acquisition method. **Evidence**: PR #1234 shows the change, made while fixing a different bug. --- ### Why #4: Why wasn't this caught in code review? **Answer**: The reviewer focused on the functional change (the bug fix) and didn't notice the infrastructure change. **Evidence**: Review comments only discuss business logic. --- ### Why #5: Why isn't there a safety net for this type of change? **Answer**: We lack automated tests that verify connection pool behavior and lack documentation about our connection patterns. **Evidence**: Test suite has no tests for connection handling; wiki has no article on database connections. ## Root Causes Identified 1. **Primary**: Missing automated tests for infrastructure behavior 2. **Secondary**: Insufficient documentation of architectural patterns 3. **Tertiary**: Code review checklist doesn't include infrastructure considerations ## Systemic Improvements | Root Cause | Improvement | Type | | ------------- | --------------------------------- | ---------- | | Missing tests | Add infrastructure behavior tests | Prevention | | Missing docs | Document connection patterns | Prevention | | Review gaps | Update review checklist | Detection | | No canary | Implement canary deployments | Mitigation | ``` ### Template 3: Quick Postmortem (Minor Incidents) ```markdown # Quick Postmortem: [Brief Title] **Date**: 2024-01-15 | **Duration**: 12 min | **Severity**: SEV3 ## What Happened API latency spiked to 5s due to cache miss storm after cache flush. ## Timeline - 10:00 - Cache flush initiated for config update - 10:02 - Latency alerts fire - 10:05 - Identified as cache miss storm - 10:08 - Enabled cache warming - 10:12 - Latency normalized ## Root Cause Full cache flush for minor config update caused thundering herd. ## Fix - Immediate: Enabled cache warming - Long-term: Implement partial cache invalidation (ENG-999) ## Lessons Don't full-flush cache in production; use targeted invalidation. ``` ## Facilitation Guide ### Running a Postmortem Meeting ```markdown ## Meeting Structure (60 minutes) ### 1. Opening (5 min) - Remind everyone of blameless culture - "We're here to learn, not to blame" - Review meeting norms ### 2. Timeline Review (15 min) - Walk through events chronologically - Ask clarifying questions - Identify gaps in timeline ### 3. Analysis Discussion (20 min) - What failed? - Why did it fail? - What conditions allowed this? - What would have prevented it? ### 4. Action Items (15 min) - Brainstorm improvements - Prioritize by impact and effort - Assign owners and due dates ### 5. Closing (5 min) - Summarize key learnings - Confirm action item owners - Schedule follow-up if needed ## Facilitation Tips - Keep discussion on track - Redirect blame to systems - Encourage quiet participants - Document dissenting views - Time-box tangents ``` ## Anti-Patterns to Avoid | Anti-Pattern | Problem | Better Approach | | ----------------------- | -------------------------- | ------------------------------- | | **Blame game** | Shuts down learning | Focus on systems | | **Shallow analysis** | Doesn't prevent recurrence | Ask "why" 5 times | | **No action items** | Waste of time | Always have concrete next steps | | **Unrealistic actions** | Never completed | Scope to achievable tasks | | **No follow-up** | Actions forgotten | Track in ticketing system | ## Best Practices ### Do's - **Start immediately** - Memory fades fast - **Be specific** - Exact times, exact errors - **Include graphs** - Visual evidence - **Assign owners** - No orphan action items - **Share widely** - Organizational learning ### Don'ts - **Don't name and shame** - Ever - **Don't skip small incidents** - They reveal patterns - **Don't make it a blame doc** - That kills learning - **Don't create busywork** - Actions should be meaningful - **Don't skip follow-up** - Verify actions completed ## Resources - [Google SRE - Postmortem Culture](https://sre.google/sre-book/postmortem-culture/) - [Etsy's Blameless Postmortems](https://codeascraft.com/2012/05/22/blameless-postmortems/) - [PagerDuty Postmortem Guide](https://postmortems.pagerduty.com/)
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prompt-engineering-patterns

Master advanced prompt engineering techniques to maximize LLM

coding
⭐1
# Prompt Engineering Patterns Master advanced prompt engineering techniques to maximize LLM performance, reliability, and controllability. ## When to Use This Skill - Designing complex prompts for production LLM applications - Optimizing prompt performance and consistency - Implementing structured reasoning patterns (chain-of-thought, tree-of-thought) - Building few-shot learning systems with dynamic example selection - Creating reusable prompt templates with variable interpolation - Debugging and refining prompts that produce inconsistent outputs - Implementing system prompts for specialized AI assistants - Using structured outputs (JSON mode) for reliable parsing ## Core Capabilities ### 1. Few-Shot Learning - Example selection strategies (semantic similarity, diversity sampling) - Balancing example count with context window constraints - Constructing effective demonstrations with input-output pairs - Dynamic example retrieval from knowledge bases - Handling edge cases through strategic example selection ### 2. Chain-of-Thought Prompting - Step-by-step reasoning elicitation - Zero-shot CoT with "Let's think step by step" - Few-shot CoT with reasoning traces - Self-consistency techniques (sampling multiple reasoning paths) - Verification and validation steps ### 3. Structured Outputs - JSON mode for reliable parsing - Pydantic schema enforcement - Type-safe response handling - Error handling for malformed outputs ### 4. Prompt Optimization - Iterative refinement workflows - A/B testing prompt variations - Measuring prompt performance metrics (accuracy, consistency, latency) - Reducing token usage while maintaining quality - Handling edge cases and failure modes ### 5. Template Systems - Variable interpolation and formatting - Conditional prompt sections - Multi-turn conversation templates - Role-based prompt composition - Modular prompt components ### 6. System Prompt Design - Setting model behavior and constraints - Defining output formats and structure - Establishing role and expertise - Safety guidelines and content policies - Context setting and background information ## Quick Start ```python from langchain_anthropic import ChatAnthropic from langchain_core.prompts import ChatPromptTemplate from pydantic import BaseModel, Field # Define structured output schema class SQLQuery(BaseModel): query: str = Field(description="The SQL query") explanation: str = Field(description="Brief explanation of what the query does") tables_used: list[str] = Field(description="List of tables referenced") # Initialize model with structured output llm = ChatAnthropic(model="claude-sonnet-4-6") structured_llm = llm.with_structured_output(SQLQuery) # Create prompt template prompt = ChatPromptTemplate.from_messages([ ("system", """You are an expert SQL developer. Generate efficient, secure SQL queries. Always use parameterized queries to prevent SQL injection. Explain your reasoning briefly."""), ("user", "Convert this to SQL: {query}") ]) # Create chain chain = prompt | structured_llm # Use result = await chain.ainvoke({ "query": "Find all users who registered in the last 30 days" }) print(result.query) print(result.explanation) ``` ## Key Patterns ### Pattern 1: Structured Output with Pydantic ```python from anthropic import Anthropic from pydantic import BaseModel, Field from typing import Literal import json class SentimentAnalysis(BaseModel): sentiment: Literal["positive", "negative", "neutral"] confidence: float = Field(ge=0, le=1) key_phrases: list[str] reasoning: str async def analyze_sentiment(text: str) -> SentimentAnalysis: """Analyze sentiment with structured output.""" client = Anthropic() message = client.messages.create( model="claude-sonnet-4-6", max_tokens=500, messages=[{ "role": "user", "content": f"""Analyze the sentiment of this text. Text: {text} Respond with JSON matching this schema: {{ "sentiment": "positive" | "negative" | "neutral", "confidence": 0.0-1.0, "key_phrases": ["phrase1", "phrase2"], "reasoning": "brief explanation" }}""" }] ) return SentimentAnalysis(**json.loads(message.content[0].text)) ``` ### Pattern 2: Chain-of-Thought with Self-Verification ```python from langchain_core.prompts import ChatPromptTemplate cot_prompt = ChatPromptTemplate.from_template(""" Solve this problem step by step. Problem: {problem} Instructions: 1. Break down the problem into clear steps 2. Work through each step showing your reasoning 3. State your final answer 4. Verify your answer by checking it against the original problem Format your response as: ## Steps [Your step-by-step reasoning] ## Answer [Your final answer] ## Verification [Check that your answer is correct] """) ``` ### Pattern 3: Few-Shot with Dynamic Example Selection ```python from langchain_voyageai import VoyageAIEmbeddings from langchain_core.example_selectors import SemanticSimilarityExampleSelector from langchain_chroma import Chroma # Create example selector with semantic similarity example_selector = SemanticSimilarityExampleSelector.from_examples( examples=[ {"input": "How do I reset my password?", "output": "Go to Settings > Security > Reset Password"}, {"input": "Where can I see my order history?", "output": "Navigate to Account > Orders"}, {"input": "How do I contact support?", "output": "Click Help > Contact Us or email support@example.com"}, ], embeddings=VoyageAIEmbeddings(model="voyage-3-large"), vectorstore_cls=Chroma, k=2 # Select 2 most similar examples ) async def get_few_shot_prompt(query: str) -> str: """Build prompt with dynamically selected examples.""" examples = await example_selector.aselect_examples({"input": query}) examples_text = "\n".join( f"User: {ex['input']}\nAssistant: {ex['output']}" for ex in examples ) return f"""You are a helpful customer support assistant. Here are some example interactions: {examples_text} Now respond to this query: User: {query} Assistant:""" ``` ### Pattern 4: Progressive Disclosure Start with simple prompts, add complexity only when needed: ```python PROMPT_LEVELS = { # Level 1: Direct instruction "simple": "Summarize this article: {text}", # Level 2: Add constraints "constrained": """Summarize this article in 3 bullet points, focusing on: - Key findings - Main conclusions - Practical implications Article: {text}""", # Level 3: Add reasoning "reasoning": """Read this article carefully. 1. First, identify the main topic and thesis 2. Then, extract the key supporting points 3. Finally, summarize in 3 bullet points Article: {text} Summary:""", # Level 4: Add examples "few_shot": """Read articles and provide concise summaries. Example: Article: "New research shows that regular exercise can reduce anxiety by up to 40%..." Summary: β€’ Regular exercise reduces anxiety by up to 40% β€’ 30 minutes of moderate activity 3x/week is sufficient β€’ Benefits appear within 2 weeks of starting Now summarize this article: Article: {text} Summary:""" } ``` ### Pattern 5: Error Recovery and Fallback ```python from pydantic import BaseModel, ValidationError import json class ResponseWithConfidence(BaseModel): answer: str confidence: float sources: list[str] alternative_interpretations: list[str] = [] ERROR_RECOVERY_PROMPT = """ Answer the question based on the context provided. Context: {context} Question: {question} Instructions: 1. If you can answer confidently (>0.8), provide a direct answer 2. If you're somewhat confident (0.5-0.8), provide your best answer with caveats 3. If you're uncertain (<0.5), explain what information is missing 4. Always provide alternative interpretations if the question is ambiguous Respond in JSON: {{ "answer": "your answer or 'I cannot determine this from the context'", "confidence": 0.0-1.0, "sources": ["relevant context excerpts"], "alternative_interpretations": ["if question is ambiguous"] }} """ async def answer_with_fallback( context: str, question: str, llm ) -> ResponseWithConfidence: """Answer with error recovery and fallback.""" prompt = ERROR_RECOVERY_PROMPT.format(context=context, question=question) try: response = await llm.ainvoke(prompt) return ResponseWithConfidence(**json.loads(response.content)) except (json.JSONDecodeError, ValidationError) as e: # Fallback: try to extract answer without structure simple_prompt = f"Based on: {context}\n\nAnswer: {question}" simple_response = await llm.ainvoke(simple_prompt) return ResponseWithConfidence( answer=simple_response.content, confidence=0.5, sources=["fallback extraction"], alternative_interpretations=[] ) ``` ### Pattern 6: Role-Based System Prompts ```python SYSTEM_PROMPTS = { "analyst": """You are a senior data analyst with expertise in SQL, Python, and business intelligence. Your responsibilities: - Write efficient, well-documented queries - Explain your analysis methodology - Highlight key insights and recommendations - Flag any data quality concerns Communication style: - Be precise and technical when discussing methodology - Translate technical findings into business impact - Use clear visualizations when helpful""", "assistant": """You are a helpful AI assistant focused on accuracy and clarity. Core principles: - Always cite sources when making factual claims - Acknowledge uncertainty rather than guessing - Ask clarifying questions when the request is ambiguous - Provide step-by-step explanations for complex topics Constraints: - Do not provide medical, legal, or financial advice - Redirect harmful requests appropriately - Protect user privacy""", "code_reviewer": """You are a senior software engineer conducting code reviews. Review criteria: - Correctness: Does the code work as intended? - Security: Are there any vulnerabilities? - Performance: Are there efficiency concerns? - Maintainability: Is the code readable and well-structured? - Best practices: Does it follow language idioms? Output format: 1. Summary assessment (approve/request changes) 2. Critical issues (must fix) 3. Suggestions (nice to have) 4. Positive feedback (what's done well)""" } ``` ## Integration Patterns ### With RAG Systems ```python RAG_PROMPT = """You are a knowledgeable assistant that answers questions based on provided context. Context (retrieved from knowledge base): {context} Instructions: 1. Answer ONLY based on the provided context 2. If the context doesn't contain the answer, say "I don't have information about that in my knowledge base" 3. Cite specific passages using [1], [2] notation 4. If the question is ambiguous, ask for clarification Question: {question} Answer:""" ``` ### With Validation and Verification ```python VALIDATED_PROMPT = """Complete the following task: Task: {task} After generating your response, verify it meets ALL these criteria: βœ“ Directly addresses the original request βœ“ Contains no factual errors βœ“ Is appropriately detailed (not too brief, not too verbose) βœ“ Uses proper formatting βœ“ Is safe and appropriate If verification fails on any criterion, revise before responding. Response:""" ``` ## Performance Optimization ### Token Efficiency ```python # Before: Verbose prompt (150+ tokens) verbose_prompt = """ I would like you to please take the following text and provide me with a comprehensive summary of the main points. The summary should capture the key ideas and important details while being concise and easy to understand. """ # After: Concise prompt (30 tokens) concise_prompt = """Summarize the key points concisely: {text} Summary:""" ``` ### Caching Common Prefixes ```python from anthropic import Anthropic client = Anthropic() # Use prompt caching for repeated system prompts response = client.messages.create( model="claude-sonnet-4-6", max_tokens=1000, system=[ { "type": "text", "text": LONG_SYSTEM_PROMPT, "cache_control": {"type": "ephemeral"} } ], messages=[{"role": "user", "content": user_query}] ) ``` ## Best Practices 1. **Be Specific**: Vague prompts produce inconsistent results 2. **Show, Don't Tell**: Examples are more effective than descriptions 3. **Use Structured Outputs**: Enforce schemas with Pydantic for reliability 4. **Test Extensively**: Evaluate on diverse, representative inputs 5. **Iterate Rapidly**: Small changes can have large impacts 6. **Monitor Performance**: Track metrics in production 7. **Version Control**: Treat prompts as code with proper versioning 8. **Document Intent**: Explain why prompts are structured as they are ## Common Pitfalls - **Over-engineering**: Starting with complex prompts before trying simple ones - **Example pollution**: Using examples that don't match the target task - **Context overflow**: Exceeding token limits with excessive examples - **Ambiguous instructions**: Leaving room for multiple interpretations - **Ignoring edge cases**: Not testing on unusual or boundary inputs - **No error handling**: Assuming outputs will always be well-formed - **Hardcoded values**: Not parameterizing prompts for reuse ## Success Metrics Track these KPIs for your prompts: - **Accuracy**: Correctness of outputs - **Consistency**: Reproducibility across similar inputs - **Latency**: Response time (P50, P95, P99) - **Token Usage**: Average tokens per request - **Success Rate**: Percentage of valid, parseable outputs - **User Satisfaction**: Ratings and feedback ## Resources - [Anthropic Prompt Engineering Guide](https://docs.anthropic.com/en/docs/build-with-claude/prompt-engineering) - [Claude Prompt Caching](https://docs.anthropic.com/en/docs/build-with-claude/prompt-caching) - [OpenAI Prompt Engineering](https://platform.openai.com/docs/guides/prompt-engineering) - [LangChain Prompts](https://python.langchain.com/docs/concepts/prompts/)
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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

fastapi-templates

Create production-ready FastAPI projects with async patterns,

coding
⭐1
# FastAPI Project Templates Production-ready FastAPI project structures with async patterns, dependency injection, middleware, and best practices for building high-performance APIs. ## When to Use This Skill - Starting new FastAPI projects from scratch - Implementing async REST APIs with Python - Building high-performance web services and microservices - Creating async applications with PostgreSQL, MongoDB - Setting up API projects with proper structure and testing ## Core Concepts ### 1. Project Structure **Recommended Layout:** ``` app/ β”œβ”€β”€ api/ # API routes β”‚ β”œβ”€β”€ v1/ β”‚ β”‚ β”œβ”€β”€ endpoints/ β”‚ β”‚ β”‚ β”œβ”€β”€ users.py β”‚ β”‚ β”‚ β”œβ”€β”€ auth.py β”‚ β”‚ β”‚ └── items.py β”‚ β”‚ └── router.py β”‚ └── dependencies.py # Shared dependencies β”œβ”€β”€ core/ # Core configuration β”‚ β”œβ”€β”€ config.py β”‚ β”œβ”€β”€ security.py β”‚ └── database.py β”œβ”€β”€ models/ # Database models β”‚ β”œβ”€β”€ user.py β”‚ └── item.py β”œβ”€β”€ schemas/ # Pydantic schemas β”‚ β”œβ”€β”€ user.py β”‚ └── item.py β”œβ”€β”€ services/ # Business logic β”‚ β”œβ”€β”€ user_service.py β”‚ └── auth_service.py β”œβ”€β”€ repositories/ # Data access β”‚ β”œβ”€β”€ user_repository.py β”‚ └── item_repository.py └── main.py # Application entry ``` ### 2. Dependency Injection FastAPI's built-in DI system using `Depends`: - Database session management - Authentication/authorization - Shared business logic - Configuration injection ### 3. Async Patterns Proper async/await usage: - Async route handlers - Async database operations - Async background tasks - Async middleware ## Implementation Patterns ### Pattern 1: Complete FastAPI Application ```python # main.py from fastapi import FastAPI, Depends from fastapi.middleware.cors import CORSMiddleware from contextlib import asynccontextmanager @asynccontextmanager async def lifespan(app: FastAPI): """Application lifespan events.""" # Startup await database.connect() yield # Shutdown await database.disconnect() app = FastAPI( title="API Template", version="1.0.0", lifespan=lifespan ) # CORS middleware app.add_middleware( CORSMiddleware, allow_origins=["*"], allow_credentials=True, allow_methods=["*"], allow_headers=["*"], ) # Include routers from app.api.v1.router import api_router app.include_router(api_router, prefix="/api/v1") # core/config.py from pydantic_settings import BaseSettings from functools import lru_cache class Settings(BaseSettings): """Application settings.""" DATABASE_URL: str SECRET_KEY: str ACCESS_TOKEN_EXPIRE_MINUTES: int = 30 API_V1_STR: str = "/api/v1" class Config: env_file = ".env" @lru_cache() def get_settings() -> Settings: return Settings() # core/database.py from sqlalchemy.ext.asyncio import create_async_engine, AsyncSession from sqlalchemy.ext.declarative import declarative_base from sqlalchemy.orm import sessionmaker from app.core.config import get_settings settings = get_settings() engine = create_async_engine( settings.DATABASE_URL, echo=True, future=True ) AsyncSessionLocal = sessionmaker( engine, class_=AsyncSession, expire_on_commit=False ) Base = declarative_base() async def get_db() -> AsyncSession: """Dependency for database session.""" async with AsyncSessionLocal() as session: try: yield session await session.commit() except Exception: await session.rollback() raise finally: await session.close() ``` ### Pattern 2: CRUD Repository Pattern ```python # repositories/base_repository.py from typing import Generic, TypeVar, Type, Optional, List from sqlalchemy.ext.asyncio import AsyncSession from sqlalchemy import select from pydantic import BaseModel ModelType = TypeVar("ModelType") CreateSchemaType = TypeVar("CreateSchemaType", bound=BaseModel) UpdateSchemaType = TypeVar("UpdateSchemaType", bound=BaseModel) class BaseRepository(Generic[ModelType, CreateSchemaType, UpdateSchemaType]): """Base repository for CRUD operations.""" def __init__(self, model: Type[ModelType]): self.model = model async def get(self, db: AsyncSession, id: int) -> Optional[ModelType]: """Get by ID.""" result = await db.execute( select(self.model).where(self.model.id == id) ) return result.scalars().first() async def get_multi( self, db: AsyncSession, skip: int = 0, limit: int = 100 ) -> List[ModelType]: """Get multiple records.""" result = await db.execute( select(self.model).offset(skip).limit(limit) ) return result.scalars().all() async def create( self, db: AsyncSession, obj_in: CreateSchemaType ) -> ModelType: """Create new record.""" db_obj = self.model(**obj_in.dict()) db.add(db_obj) await db.flush() await db.refresh(db_obj) return db_obj async def update( self, db: AsyncSession, db_obj: ModelType, obj_in: UpdateSchemaType ) -> ModelType: """Update record.""" update_data = obj_in.dict(exclude_unset=True) for field, value in update_data.items(): setattr(db_obj, field, value) await db.flush() await db.refresh(db_obj) return db_obj async def delete(self, db: AsyncSession, id: int) -> bool: """Delete record.""" obj = await self.get(db, id) if obj: await db.delete(obj) return True return False # repositories/user_repository.py from app.repositories.base_repository import BaseRepository from app.models.user import User from app.schemas.user import UserCreate, UserUpdate class UserRepository(BaseRepository[User, UserCreate, UserUpdate]): """User-specific repository.""" async def get_by_email(self, db: AsyncSession, email: str) -> Optional[User]: """Get user by email.""" result = await db.execute( select(User).where(User.email == email) ) return result.scalars().first() async def is_active(self, db: AsyncSession, user_id: int) -> bool: """Check if user is active.""" user = await self.get(db, user_id) return user.is_active if user else False user_repository = UserRepository(User) ``` ### Pattern 3: Service Layer ```python # services/user_service.py from typing import Optional from sqlalchemy.ext.asyncio import AsyncSession from app.repositories.user_repository import user_repository from app.schemas.user import UserCreate, UserUpdate, User from app.core.security import get_password_hash, verify_password class UserService: """Business logic for users.""" def __init__(self): self.repository = user_repository async def create_user( self, db: AsyncSession, user_in: UserCreate ) -> User: """Create new user with hashed password.""" # Check if email exists existing = await self.repository.get_by_email(db, user_in.email) if existing: raise ValueError("Email already registered") # Hash password user_in_dict = user_in.dict() user_in_dict["hashed_password"] = get_password_hash(user_in_dict.pop("password")) # Create user user = await self.repository.create(db, UserCreate(**user_in_dict)) return user async def authenticate( self, db: AsyncSession, email: str, password: str ) -> Optional[User]: """Authenticate user.""" user = await self.repository.get_by_email(db, email) if not user: return None if not verify_password(password, user.hashed_password): return None return user async def update_user( self, db: AsyncSession, user_id: int, user_in: UserUpdate ) -> Optional[User]: """Update user.""" user = await self.repository.get(db, user_id) if not user: return None if user_in.password: user_in_dict = user_in.dict(exclude_unset=True) user_in_dict["hashed_password"] = get_password_hash( user_in_dict.pop("password") ) user_in = UserUpdate(**user_in_dict) return await self.repository.update(db, user, user_in) user_service = UserService() ``` ### Pattern 4: API Endpoints with Dependencies ```python # api/v1/endpoints/users.py from fastapi import APIRouter, Depends, HTTPException, status from sqlalchemy.ext.asyncio import AsyncSession from typing import List from app.core.database import get_db from app.schemas.user import User, UserCreate, UserUpdate from app.services.user_service import user_service from app.api.dependencies import get_current_user router = APIRouter() @router.post("/", response_model=User, status_code=status.HTTP_201_CREATED) async def create_user( user_in: UserCreate, db: AsyncSession = Depends(get_db) ): """Create new user.""" try: user = await user_service.create_user(db, user_in) return user except ValueError as e: raise HTTPException(status_code=400, detail=str(e)) @router.get("/me", response_model=User) async def read_current_user( current_user: User = Depends(get_current_user) ): """Get current user.""" return current_user @router.get("/{user_id}", response_model=User) async def read_user( user_id: int, db: AsyncSession = Depends(get_db), current_user: User = Depends(get_current_user) ): """Get user by ID.""" user = await user_service.repository.get(db, user_id) if not user: raise HTTPException(status_code=404, detail="User not found") return user @router.patch("/{user_id}", response_model=User) async def update_user( user_id: int, user_in: UserUpdate, db: AsyncSession = Depends(get_db), current_user: User = Depends(get_current_user) ): """Update user.""" if current_user.id != user_id: raise HTTPException(status_code=403, detail="Not authorized") user = await user_service.update_user(db, user_id, user_in) if not user: raise HTTPException(status_code=404, detail="User not found") return user @router.delete("/{user_id}", status_code=status.HTTP_204_NO_CONTENT) async def delete_user( user_id: int, db: AsyncSession = Depends(get_db), current_user: User = Depends(get_current_user) ): """Delete user.""" if current_user.id != user_id: raise HTTPException(status_code=403, detail="Not authorized") deleted = await user_service.repository.delete(db, user_id) if not deleted: raise HTTPException(status_code=404, detail="User not found") ``` ### Pattern 5: Authentication & Authorization ```python # core/security.py from datetime import datetime, timedelta from typing import Optional from jose import JWTError, jwt from passlib.context import CryptContext from app.core.config import get_settings settings = get_settings() pwd_context = CryptContext(schemes=["bcrypt"], deprecated="auto") ALGORITHM = "HS256" def create_access_token(data: dict, expires_delta: Optional[timedelta] = None): """Create JWT access token.""" to_encode = data.copy() if expires_delta: expire = datetime.utcnow() + expires_delta else: expire = datetime.utcnow() + timedelta(minutes=15) to_encode.update({"exp": expire}) encoded_jwt = jwt.encode(to_encode, settings.SECRET_KEY, algorithm=ALGORITHM) return encoded_jwt def verify_password(plain_password: str, hashed_password: str) -> bool: """Verify password against hash.""" return pwd_context.verify(plain_password, hashed_password) def get_password_hash(password: str) -> str: """Hash password.""" return pwd_context.hash(password) # api/dependencies.py from fastapi import Depends, HTTPException, status from fastapi.security import OAuth2PasswordBearer from jose import JWTError, jwt from sqlalchemy.ext.asyncio import AsyncSession from app.core.database import get_db from app.core.security import ALGORITHM from app.core.config import get_settings from app.repositories.user_repository import user_repository oauth2_scheme = OAuth2PasswordBearer(tokenUrl=f"{settings.API_V1_STR}/auth/login") async def get_current_user( db: AsyncSession = Depends(get_db), token: str = Depends(oauth2_scheme) ): """Get current authenticated user.""" credentials_exception = HTTPException( status_code=status.HTTP_401_UNAUTHORIZED, detail="Could not validate credentials", headers={"WWW-Authenticate": "Bearer"}, ) try: payload = jwt.decode(token, settings.SECRET_KEY, algorithms=[ALGORITHM]) user_id: int = payload.get("sub") if user_id is None: raise credentials_exception except JWTError: raise credentials_exception user = await user_repository.get(db, user_id) if user is None: raise credentials_exception return user ``` ## Testing ```python # tests/conftest.py import pytest import asyncio from httpx import AsyncClient from sqlalchemy.ext.asyncio import create_async_engine, AsyncSession from sqlalchemy.orm import sessionmaker from app.main import app from app.core.database import get_db, Base TEST_DATABASE_URL = "sqlite+aiosqlite:///:memory:" @pytest.fixture(scope="session") def event_loop(): loop = asyncio.get_event_loop_policy().new_event_loop() yield loop loop.close() @pytest.fixture async def db_session(): engine = create_async_engine(TEST_DATABASE_URL, echo=True) async with engine.begin() as conn: await conn.run_sync(Base.metadata.create_all) AsyncSessionLocal = sessionmaker( engine, class_=AsyncSession, expire_on_commit=False ) async with AsyncSessionLocal() as session: yield session @pytest.fixture async def client(db_session): async def override_get_db(): yield db_session app.dependency_overrides[get_db] = override_get_db async with AsyncClient(app=app, base_url="http://test") as client: yield client # tests/test_users.py import pytest @pytest.mark.asyncio async def test_create_user(client): response = await client.post( "/api/v1/users/", json={ "email": "test@example.com", "password": "testpass123", "name": "Test User" } ) assert response.status_code == 201 data = response.json() assert data["email"] == "test@example.com" assert "id" in data ``` ## Resources - **references/fastapi-architecture.md**: Detailed architecture guide - **references/async-best-practices.md**: Async/await patterns - **references/testing-strategies.md**: Comprehensive testing guide - **assets/project-template/**: Complete FastAPI project - **assets/docker-compose.yml**: Development environment setup ## Best Practices 1. **Async All The Way**: Use async for database, external APIs 2. **Dependency Injection**: Leverage FastAPI's DI system 3. **Repository Pattern**: Separate data access from business logic 4. **Service Layer**: Keep business logic out of routes 5. **Pydantic Schemas**: Strong typing for request/response 6. **Error Handling**: Consistent error responses 7. **Testing**: Test all layers independently ## Common Pitfalls - **Blocking Code in Async**: Using synchronous database drivers - **No Service Layer**: Business logic in route handlers - **Missing Type Hints**: Loses FastAPI's benefits - **Ignoring Sessions**: Not properly managing database sessions - **No Testing**: Skipping integration tests - **Tight Coupling**: Direct database access in routes
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similarity-search-patterns

Implement efficient similarity search with vector databases. Use

coding
⭐1
# Similarity Search Patterns Patterns for implementing efficient similarity search in production systems. ## When to Use This Skill - Building semantic search systems - Implementing RAG retrieval - Creating recommendation engines - Optimizing search latency - Scaling to millions of vectors - Combining semantic and keyword search ## Core Concepts ### 1. Distance Metrics | Metric | Formula | Best For | | ------------------ | ------------------ | --------------------- | --- | -------------- | | **Cosine** | 1 - (AΒ·B)/(β€–Aβ€–β€–Bβ€–) | Normalized embeddings | | **Euclidean (L2)** | √Σ(a-b)Β² | Raw embeddings | | **Dot Product** | AΒ·B | Magnitude matters | | **Manhattan (L1)** | Ξ£ | a-b | | Sparse vectors | ### 2. Index Types ``` 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”‚ Index Types 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”‚ Flat β”‚ HNSW β”‚ IVF+PQ β”‚ β”‚ (Exact) β”‚ (Graph-based) β”‚ (Quantized) β”‚ β”œβ”€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”Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ O(n) search β”‚ O(log n) β”‚ O(√n) β”‚ β”‚ 100% recall β”‚ ~95-99% β”‚ ~90-95% β”‚ β”‚ Small data β”‚ Medium-Large β”‚ Very Large β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ## Templates ### Template 1: Pinecone Implementation ```python from pinecone import Pinecone, ServerlessSpec from typing import List, Dict, Optional import hashlib class PineconeVectorStore: def __init__( self, api_key: str, index_name: str, dimension: int = 1536, metric: str = "cosine" ): self.pc = Pinecone(api_key=api_key) # Create index if not exists if index_name not in self.pc.list_indexes().names(): self.pc.create_index( name=index_name, dimension=dimension, metric=metric, spec=ServerlessSpec(cloud="aws", region="us-east-1") ) self.index = self.pc.Index(index_name) def upsert( self, vectors: List[Dict], namespace: str = "" ) -> int: """ Upsert vectors. vectors: [{"id": str, "values": List[float], "metadata": dict}] """ # Batch upsert batch_size = 100 total = 0 for i in range(0, len(vectors), batch_size): batch = vectors[i:i + batch_size] self.index.upsert(vectors=batch, namespace=namespace) total += len(batch) return total def search( self, query_vector: List[float], top_k: int = 10, namespace: str = "", filter: Optional[Dict] = None, include_metadata: bool = True ) -> List[Dict]: """Search for similar vectors.""" results = self.index.query( vector=query_vector, top_k=top_k, namespace=namespace, filter=filter, include_metadata=include_metadata ) return [ { "id": match.id, "score": match.score, "metadata": match.metadata } for match in results.matches ] def search_with_rerank( self, query: str, query_vector: List[float], top_k: int = 10, rerank_top_n: int = 50, namespace: str = "" ) -> List[Dict]: """Search and rerank results.""" # Over-fetch for reranking initial_results = self.search( query_vector, top_k=rerank_top_n, namespace=namespace ) # Rerank with cross-encoder or LLM reranked = self._rerank(query, initial_results) return reranked[:top_k] def _rerank(self, query: str, results: List[Dict]) -> List[Dict]: """Rerank results using cross-encoder.""" from sentence_transformers import CrossEncoder model = CrossEncoder('cross-encoder/ms-marco-MiniLM-L-6-v2') pairs = [(query, r["metadata"]["text"]) for r in results] scores = model.predict(pairs) for result, score in zip(results, scores): result["rerank_score"] = float(score) return sorted(results, key=lambda x: x["rerank_score"], reverse=True) def delete(self, ids: List[str], namespace: str = ""): """Delete vectors by ID.""" self.index.delete(ids=ids, namespace=namespace) def delete_by_filter(self, filter: Dict, namespace: str = ""): """Delete vectors matching filter.""" self.index.delete(filter=filter, namespace=namespace) ``` ### Template 2: Qdrant Implementation ```python from qdrant_client import QdrantClient from qdrant_client.http import models from typing import List, Dict, Optional class QdrantVectorStore: def __init__( self, url: str = "localhost", port: int = 6333, collection_name: str = "documents", vector_size: int = 1536 ): self.client = QdrantClient(url=url, port=port) self.collection_name = collection_name # Create collection if not exists collections = self.client.get_collections().collections if collection_name not in [c.name for c in collections]: self.client.create_collection( collection_name=collection_name, vectors_config=models.VectorParams( size=vector_size, distance=models.Distance.COSINE ), # Optional: enable quantization for memory efficiency quantization_config=models.ScalarQuantization( scalar=models.ScalarQuantizationConfig( type=models.ScalarType.INT8, quantile=0.99, always_ram=True ) ) ) def upsert(self, points: List[Dict]) -> int: """ Upsert points. points: [{"id": str/int, "vector": List[float], "payload": dict}] """ qdrant_points = [ models.PointStruct( id=p["id"], vector=p["vector"], payload=p.get("payload", {}) ) for p in points ] self.client.upsert( collection_name=self.collection_name, points=qdrant_points ) return len(points) def search( self, query_vector: List[float], limit: int = 10, filter: Optional[models.Filter] = None, score_threshold: Optional[float] = None ) -> List[Dict]: """Search for similar vectors.""" results = self.client.search( collection_name=self.collection_name, query_vector=query_vector, limit=limit, query_filter=filter, score_threshold=score_threshold ) return [ { "id": r.id, "score": r.score, "payload": r.payload } for r in results ] def search_with_filter( self, query_vector: List[float], must_conditions: List[Dict] = None, should_conditions: List[Dict] = None, must_not_conditions: List[Dict] = None, limit: int = 10 ) -> List[Dict]: """Search with complex filters.""" conditions = [] if must_conditions: conditions.extend([ models.FieldCondition( key=c["key"], match=models.MatchValue(value=c["value"]) ) for c in must_conditions ]) filter = models.Filter(must=conditions) if conditions else None return self.search(query_vector, limit=limit, filter=filter) def search_with_sparse( self, dense_vector: List[float], sparse_vector: Dict[int, float], limit: int = 10, dense_weight: float = 0.7 ) -> List[Dict]: """Hybrid search with dense and sparse vectors.""" # Requires collection with named vectors results = self.client.search( collection_name=self.collection_name, query_vector=models.NamedVector( name="dense", vector=dense_vector ), limit=limit ) return [{"id": r.id, "score": r.score, "payload": r.payload} for r in results] ``` ### Template 3: pgvector with PostgreSQL ```python import asyncpg from typing import List, Dict, Optional import numpy as np class PgVectorStore: def __init__(self, connection_string: str): self.connection_string = connection_string async def init(self): """Initialize connection pool and extension.""" self.pool = await asyncpg.create_pool(self.connection_string) async with self.pool.acquire() as conn: # Enable extension await conn.execute("CREATE EXTENSION IF NOT EXISTS vector") # Create table await conn.execute(""" CREATE TABLE IF NOT EXISTS documents ( id TEXT PRIMARY KEY, content TEXT, metadata JSONB, embedding vector(1536) ) """) # Create index (HNSW for better performance) await conn.execute(""" CREATE INDEX IF NOT EXISTS documents_embedding_idx ON documents USING hnsw (embedding vector_cosine_ops) WITH (m = 16, ef_construction = 64) """) async def upsert(self, documents: List[Dict]): """Upsert documents with embeddings.""" async with self.pool.acquire() as conn: await conn.executemany( """ INSERT INTO documents (id, content, metadata, embedding) VALUES ($1, $2, $3, $4) ON CONFLICT (id) DO UPDATE SET content = EXCLUDED.content, metadata = EXCLUDED.metadata, embedding = EXCLUDED.embedding """, [ ( doc["id"], doc["content"], doc.get("metadata", {}), np.array(doc["embedding"]).tolist() ) for doc in documents ] ) async def search( self, query_embedding: List[float], limit: int = 10, filter_metadata: Optional[Dict] = None ) -> List[Dict]: """Search for similar documents.""" query = """ SELECT id, content, metadata, 1 - (embedding <=> $1::vector) as similarity FROM documents """ params = [query_embedding] if filter_metadata: conditions = [] for key, value in filter_metadata.items(): params.append(value) conditions.append(f"metadata->>'{key}' = ${len(params)}") query += " WHERE " + " AND ".join(conditions) query += f" ORDER BY embedding <=> $1::vector LIMIT ${len(params) + 1}" params.append(limit) async with self.pool.acquire() as conn: rows = await conn.fetch(query, *params) return [ { "id": row["id"], "content": row["content"], "metadata": row["metadata"], "score": row["similarity"] } for row in rows ] async def hybrid_search( self, query_embedding: List[float], query_text: str, limit: int = 10, vector_weight: float = 0.5 ) -> List[Dict]: """Hybrid search combining vector and full-text.""" async with self.pool.acquire() as conn: rows = await conn.fetch( """ WITH vector_results AS ( SELECT id, content, metadata, 1 - (embedding <=> $1::vector) as vector_score FROM documents ORDER BY embedding <=> $1::vector LIMIT $3 * 2 ), text_results AS ( SELECT id, content, metadata, ts_rank(to_tsvector('english', content), plainto_tsquery('english', $2)) as text_score FROM documents WHERE to_tsvector('english', content) @@ plainto_tsquery('english', $2) LIMIT $3 * 2 ) SELECT COALESCE(v.id, t.id) as id, COALESCE(v.content, t.content) as content, COALESCE(v.metadata, t.metadata) as metadata, COALESCE(v.vector_score, 0) * $4 + COALESCE(t.text_score, 0) * (1 - $4) as combined_score FROM vector_results v FULL OUTER JOIN text_results t ON v.id = t.id ORDER BY combined_score DESC LIMIT $3 """, query_embedding, query_text, limit, vector_weight ) return [dict(row) for row in rows] ``` ### Template 4: Weaviate Implementation ```python import weaviate from weaviate.util import generate_uuid5 from typing import List, Dict, Optional class WeaviateVectorStore: def __init__( self, url: str = "http://localhost:8080", class_name: str = "Document" ): self.client = weaviate.Client(url=url) self.class_name = class_name self._ensure_schema() def _ensure_schema(self): """Create schema if not exists.""" schema = { "class": self.class_name, "vectorizer": "none", # We provide vectors "properties": [ {"name": "content", "dataType": ["text"]}, {"name": "source", "dataType": ["string"]}, {"name": "chunk_id", "dataType": ["int"]} ] } if not self.client.schema.exists(self.class_name): self.client.schema.create_class(schema) def upsert(self, documents: List[Dict]): """Batch upsert documents.""" with self.client.batch as batch: batch.batch_size = 100 for doc in documents: batch.add_data_object( data_object={ "content": doc["content"], "source": doc.get("source", ""), "chunk_id": doc.get("chunk_id", 0) }, class_name=self.class_name, uuid=generate_uuid5(doc["id"]), vector=doc["embedding"] ) def search( self, query_vector: List[float], limit: int = 10, where_filter: Optional[Dict] = None ) -> List[Dict]: """Vector search.""" query = ( self.client.query .get(self.class_name, ["content", "source", "chunk_id"]) .with_near_vector({"vector": query_vector}) .with_limit(limit) .with_additional(["distance", "id"]) ) if where_filter: query = query.with_where(where_filter) results = query.do() return [ { "id": item["_additional"]["id"], "content": item["content"], "source": item["source"], "score": 1 - item["_additional"]["distance"] } for item in results["data"]["Get"][self.class_name] ] def hybrid_search( self, query: str, query_vector: List[float], limit: int = 10, alpha: float = 0.5 # 0 = keyword, 1 = vector ) -> List[Dict]: """Hybrid search combining BM25 and vector.""" results = ( self.client.query .get(self.class_name, ["content", "source"]) .with_hybrid(query=query, vector=query_vector, alpha=alpha) .with_limit(limit) .with_additional(["score"]) .do() ) return [ { "content": item["content"], "source": item["source"], "score": item["_additional"]["score"] } for item in results["data"]["Get"][self.class_name] ] ``` ## Best Practices ### Do's - **Use appropriate index** - HNSW for most cases - **Tune parameters** - ef_search, nprobe for recall/speed - **Implement hybrid search** - Combine with keyword search - **Monitor recall** - Measure search quality - **Pre-filter when possible** - Reduce search space ### Don'ts - **Don't skip evaluation** - Measure before optimizing - **Don't over-index** - Start with flat, scale up - **Don't ignore latency** - P99 matters for UX - **Don't forget costs** - Vector storage adds up ## Resources - [Pinecone Docs](https://docs.pinecone.io/) - [Qdrant Docs](https://qdrant.tech/documentation/) - [pgvector](https://github.com/pgvector/pgvector) - [Weaviate Docs](https://weaviate.io/developers/weaviate)
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ml-pipeline-workflow

Build end-to-end MLOps pipelines from data preparation through

coding
⭐1
# ML Pipeline Workflow Complete end-to-end MLOps pipeline orchestration from data preparation through model deployment. ## Overview This skill provides comprehensive guidance for building production ML pipelines that handle the full lifecycle: data ingestion β†’ preparation β†’ training β†’ validation β†’ deployment β†’ monitoring. ## When to Use This Skill - Building new ML pipelines from scratch - Designing workflow orchestration for ML systems - Implementing data β†’ model β†’ deployment automation - Setting up reproducible training workflows - Creating DAG-based ML orchestration - Integrating ML components into production systems ## What This Skill Provides ### Core Capabilities 1. **Pipeline Architecture** - End-to-end workflow design - DAG orchestration patterns (Airflow, Dagster, Kubeflow) - Component dependencies and data flow - Error handling and retry strategies 2. **Data Preparation** - Data validation and quality checks - Feature engineering pipelines - Data versioning and lineage - Train/validation/test splitting strategies 3. **Model Training** - Training job orchestration - Hyperparameter management - Experiment tracking integration - Distributed training patterns 4. **Model Validation** - Validation frameworks and metrics - A/B testing infrastructure - Performance regression detection - Model comparison workflows 5. **Deployment Automation** - Model serving patterns - Canary deployments - Blue-green deployment strategies - Rollback mechanisms ### Reference Documentation See the `references/` directory for detailed guides: - **data-preparation.md** - Data cleaning, validation, and feature engineering - **model-training.md** - Training workflows and best practices - **model-validation.md** - Validation strategies and metrics - **model-deployment.md** - Deployment patterns and serving architectures ### Assets and Templates The `assets/` directory contains: - **pipeline-dag.yaml.template** - DAG template for workflow orchestration - **training-config.yaml** - Training configuration template - **validation-checklist.md** - Pre-deployment validation checklist ## Usage Patterns ### Basic Pipeline Setup ```python # 1. Define pipeline stages stages = [ "data_ingestion", "data_validation", "feature_engineering", "model_training", "model_validation", "model_deployment" ] # 2. Configure dependencies # See assets/pipeline-dag.yaml.template for full example ``` ### Production Workflow 1. **Data Preparation Phase** - Ingest raw data from sources - Run data quality checks - Apply feature transformations - Version processed datasets 2. **Training Phase** - Load versioned training data - Execute training jobs - Track experiments and metrics - Save trained models 3. **Validation Phase** - Run validation test suite - Compare against baseline - Generate performance reports - Approve for deployment 4. **Deployment Phase** - Package model artifacts - Deploy to serving infrastructure - Configure monitoring - Validate production traffic ## Best Practices ### Pipeline Design - **Modularity**: Each stage should be independently testable - **Idempotency**: Re-running stages should be safe - **Observability**: Log metrics at every stage - **Versioning**: Track data, code, and model versions - **Failure Handling**: Implement retry logic and alerting ### Data Management - Use data validation libraries (Great Expectations, TFX) - Version datasets with DVC or similar tools - Document feature engineering transformations - Maintain data lineage tracking ### Model Operations - Separate training and serving infrastructure - Use model registries (MLflow, Weights & Biases) - Implement gradual rollouts for new models - Monitor model performance drift - Maintain rollback capabilities ### Deployment Strategies - Start with shadow deployments - Use canary releases for validation - Implement A/B testing infrastructure - Set up automated rollback triggers - Monitor latency and throughput ## Integration Points ### Orchestration Tools - **Apache Airflow**: DAG-based workflow orchestration - **Dagster**: Asset-based pipeline orchestration - **Kubeflow Pipelines**: Kubernetes-native ML workflows - **Prefect**: Modern dataflow automation ### Experiment Tracking - MLflow for experiment tracking and model registry - Weights & Biases for visualization and collaboration - TensorBoard for training metrics ### Deployment Platforms - AWS SageMaker for managed ML infrastructure - Google Vertex AI for GCP deployments - Azure ML for Azure cloud - Kubernetes + KServe for cloud-agnostic serving ## Progressive Disclosure Start with the basics and gradually add complexity: 1. **Level 1**: Simple linear pipeline (data β†’ train β†’ deploy) 2. **Level 2**: Add validation and monitoring stages 3. **Level 3**: Implement hyperparameter tuning 4. **Level 4**: Add A/B testing and gradual rollouts 5. **Level 5**: Multi-model pipelines with ensemble strategies ## Common Patterns ### Batch Training Pipeline ```yaml # See assets/pipeline-dag.yaml.template stages: - name: data_preparation dependencies: [] - name: model_training dependencies: [data_preparation] - name: model_evaluation dependencies: [model_training] - name: model_deployment dependencies: [model_evaluation] ``` ### Real-time Feature Pipeline ```python # Stream processing for real-time features # Combined with batch training # See references/data-preparation.md ``` ### Continuous Training ```python # Automated retraining on schedule # Triggered by data drift detection # See references/model-training.md ``` ## Troubleshooting ### Common Issues - **Pipeline failures**: Check dependencies and data availability - **Training instability**: Review hyperparameters and data quality - **Deployment issues**: Validate model artifacts and serving config - **Performance degradation**: Monitor data drift and model metrics ### Debugging Steps 1. Check pipeline logs for each stage 2. Validate input/output data at boundaries 3. Test components in isolation 4. Review experiment tracking metrics 5. Inspect model artifacts and metadata ## Next Steps After setting up your pipeline: 1. Explore **hyperparameter-tuning** skill for optimization 2. Learn **experiment-tracking-setup** for MLflow/W&B 3. Review **model-deployment-patterns** for serving strategies 4. Implement monitoring with observability tools ## Related Skills - **experiment-tracking-setup**: MLflow and Weights & Biases integration - **hyperparameter-tuning**: Automated hyperparameter optimization - **model-deployment-patterns**: Advanced deployment strategies
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billing-automation

Build automated billing systems for recurring payments, invoicing,

business
⭐1
# Billing Automation Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation. ## When to Use This Skill - Implementing SaaS subscription billing - Automating invoice generation and delivery - Managing failed payment recovery (dunning) - Calculating prorated charges for plan changes - Handling sales tax, VAT, and GST - Processing usage-based billing - Managing billing cycles and renewals ## Core Concepts ### 1. Billing Cycles **Common Intervals:** - Monthly (most common for SaaS) - Annual (discounted long-term) - Quarterly - Weekly - Custom (usage-based, per-seat) ### 2. Subscription States ``` trial β†’ active β†’ past_due β†’ canceled β†’ paused β†’ resumed ``` ### 3. Dunning Management Automated process to recover failed payments through: - Retry schedules - Customer notifications - Grace periods - Account restrictions ### 4. Proration Adjusting charges when: - Upgrading/downgrading mid-cycle - Adding/removing seats - Changing billing frequency ## Quick Start ```python from billing import BillingEngine, Subscription # Initialize billing engine billing = BillingEngine() # Create subscription subscription = billing.create_subscription( customer_id="cus_123", plan_id="plan_pro_monthly", billing_cycle_anchor=datetime.now(), trial_days=14 ) # Process billing cycle billing.process_billing_cycle(subscription.id) ``` ## Subscription Lifecycle Management ```python from datetime import datetime, timedelta from enum import Enum class SubscriptionStatus(Enum): TRIAL = "trial" ACTIVE = "active" PAST_DUE = "past_due" CANCELED = "canceled" PAUSED = "paused" class Subscription: def __init__(self, customer_id, plan, billing_cycle_day=None): self.id = generate_id() self.customer_id = customer_id self.plan = plan self.status = SubscriptionStatus.TRIAL self.current_period_start = datetime.now() self.current_period_end = self.current_period_start + timedelta(days=plan.trial_days or 30) self.billing_cycle_day = billing_cycle_day or self.current_period_start.day self.trial_end = datetime.now() + timedelta(days=plan.trial_days) if plan.trial_days else None def start_trial(self, trial_days): """Start trial period.""" self.status = SubscriptionStatus.TRIAL self.trial_end = datetime.now() + timedelta(days=trial_days) self.current_period_end = self.trial_end def activate(self): """Activate subscription after trial or immediately.""" self.status = SubscriptionStatus.ACTIVE self.current_period_start = datetime.now() self.current_period_end = self.calculate_next_billing_date() def mark_past_due(self): """Mark subscription as past due after failed payment.""" self.status = SubscriptionStatus.PAST_DUE # Trigger dunning workflow def cancel(self, at_period_end=True): """Cancel subscription.""" if at_period_end: self.cancel_at_period_end = True # Will cancel when current period ends else: self.status = SubscriptionStatus.CANCELED self.canceled_at = datetime.now() def calculate_next_billing_date(self): """Calculate next billing date based on interval.""" if self.plan.interval == 'month': return self.current_period_start + timedelta(days=30) elif self.plan.interval == 'year': return self.current_period_start + timedelta(days=365) elif self.plan.interval == 'week': return self.current_period_start + timedelta(days=7) ``` ## Billing Cycle Processing ```python class BillingEngine: def process_billing_cycle(self, subscription_id): """Process billing for a subscription.""" subscription = self.get_subscription(subscription_id) # Check if billing is due if datetime.now() < subscription.current_period_end: return # Generate invoice invoice = self.generate_invoice(subscription) # Attempt payment payment_result = self.charge_customer( subscription.customer_id, invoice.total ) if payment_result.success: # Payment successful invoice.mark_paid() subscription.advance_billing_period() self.send_invoice(invoice) else: # Payment failed subscription.mark_past_due() self.start_dunning_process(subscription, invoice) def generate_invoice(self, subscription): """Generate invoice for billing period.""" invoice = Invoice( customer_id=subscription.customer_id, subscription_id=subscription.id, period_start=subscription.current_period_start, period_end=subscription.current_period_end ) # Add subscription line item invoice.add_line_item( description=subscription.plan.name, amount=subscription.plan.amount, quantity=subscription.quantity or 1 ) # Add usage-based charges if applicable if subscription.has_usage_billing: usage_charges = self.calculate_usage_charges(subscription) invoice.add_line_item( description="Usage charges", amount=usage_charges ) # Calculate tax tax = self.calculate_tax(invoice.subtotal, subscription.customer) invoice.tax = tax invoice.finalize() return invoice def charge_customer(self, customer_id, amount): """Charge customer using saved payment method.""" customer = self.get_customer(customer_id) try: # Charge using payment processor charge = stripe.Charge.create( customer=customer.stripe_id, amount=int(amount * 100), # Convert to cents currency='usd' ) return PaymentResult(success=True, transaction_id=charge.id) except stripe.error.CardError as e: return PaymentResult(success=False, error=str(e)) ``` ## Dunning Management ```python class DunningManager: """Manage failed payment recovery.""" def __init__(self): self.retry_schedule = [ {'days': 3, 'email_template': 'payment_failed_first'}, {'days': 7, 'email_template': 'payment_failed_reminder'}, {'days': 14, 'email_template': 'payment_failed_final'} ] def start_dunning_process(self, subscription, invoice): """Start dunning process for failed payment.""" dunning_attempt = DunningAttempt( subscription_id=subscription.id, invoice_id=invoice.id, attempt_number=1, next_retry=datetime.now() + timedelta(days=3) ) # Send initial failure notification self.send_dunning_email(subscription, 'payment_failed_first') # Schedule retries self.schedule_retries(dunning_attempt) def retry_payment(self, dunning_attempt): """Retry failed payment.""" subscription = self.get_subscription(dunning_attempt.subscription_id) invoice = self.get_invoice(dunning_attempt.invoice_id) # Attempt payment again result = self.charge_customer(subscription.customer_id, invoice.total) if result.success: # Payment succeeded invoice.mark_paid() subscription.status = SubscriptionStatus.ACTIVE self.send_dunning_email(subscription, 'payment_recovered') dunning_attempt.mark_resolved() else: # Still failing dunning_attempt.attempt_number += 1 if dunning_attempt.attempt_number < len(self.retry_schedule): # Schedule next retry next_retry_config = self.retry_schedule[dunning_attempt.attempt_number] dunning_attempt.next_retry = datetime.now() + timedelta(days=next_retry_config['days']) self.send_dunning_email(subscription, next_retry_config['email_template']) else: # Exhausted retries, cancel subscription subscription.cancel(at_period_end=False) self.send_dunning_email(subscription, 'subscription_canceled') def send_dunning_email(self, subscription, template): """Send dunning notification to customer.""" customer = self.get_customer(subscription.customer_id) email_content = self.render_template(template, { 'customer_name': customer.name, 'amount_due': subscription.plan.amount, 'update_payment_url': f"https://app.example.com/billing" }) send_email( to=customer.email, subject=email_content['subject'], body=email_content['body'] ) ``` ## Proration ```python class ProrationCalculator: """Calculate prorated charges for plan changes.""" @staticmethod def calculate_proration(old_plan, new_plan, period_start, period_end, change_date): """Calculate proration for plan change.""" # Days in current period total_days = (period_end - period_start).days # Days used on old plan days_used = (change_date - period_start).days # Days remaining on new plan days_remaining = (period_end - change_date).days # Calculate prorated amounts unused_amount = (old_plan.amount / total_days) * days_remaining new_plan_amount = (new_plan.amount / total_days) * days_remaining # Net charge/credit proration = new_plan_amount - unused_amount return { 'old_plan_credit': -unused_amount, 'new_plan_charge': new_plan_amount, 'net_proration': proration, 'days_used': days_used, 'days_remaining': days_remaining } @staticmethod def calculate_seat_proration(current_seats, new_seats, price_per_seat, period_start, period_end, change_date): """Calculate proration for seat changes.""" total_days = (period_end - period_start).days days_remaining = (period_end - change_date).days # Additional seats charge additional_seats = new_seats - current_seats prorated_amount = (additional_seats * price_per_seat / total_days) * days_remaining return { 'additional_seats': additional_seats, 'prorated_charge': max(0, prorated_amount), # No refund for removing seats mid-cycle 'effective_date': change_date } ``` ## Tax Calculation ```python class TaxCalculator: """Calculate sales tax, VAT, GST.""" def __init__(self): # Tax rates by region self.tax_rates = { 'US_CA': 0.0725, # California sales tax 'US_NY': 0.04, # New York sales tax 'GB': 0.20, # UK VAT 'DE': 0.19, # Germany VAT 'FR': 0.20, # France VAT 'AU': 0.10, # Australia GST } def calculate_tax(self, amount, customer): """Calculate applicable tax.""" # Determine tax jurisdiction jurisdiction = self.get_tax_jurisdiction(customer) if not jurisdiction: return 0 # Get tax rate tax_rate = self.tax_rates.get(jurisdiction, 0) # Calculate tax tax = amount * tax_rate return { 'tax_amount': tax, 'tax_rate': tax_rate, 'jurisdiction': jurisdiction, 'tax_type': self.get_tax_type(jurisdiction) } def get_tax_jurisdiction(self, customer): """Determine tax jurisdiction based on customer location.""" if customer.country == 'US': # US: Tax based on customer state return f"US_{customer.state}" elif customer.country in ['GB', 'DE', 'FR']: # EU: VAT return customer.country elif customer.country == 'AU': # Australia: GST return 'AU' else: return None def get_tax_type(self, jurisdiction): """Get type of tax for jurisdiction.""" if jurisdiction.startswith('US_'): return 'Sales Tax' elif jurisdiction in ['GB', 'DE', 'FR']: return 'VAT' elif jurisdiction == 'AU': return 'GST' return 'Tax' def validate_vat_number(self, vat_number, country): """Validate EU VAT number.""" # Use VIES API for validation # Returns True if valid, False otherwise pass ``` ## Invoice Generation ```python class Invoice: def __init__(self, customer_id, subscription_id=None): self.id = generate_invoice_number() self.customer_id = customer_id self.subscription_id = subscription_id self.status = 'draft' self.line_items = [] self.subtotal = 0 self.tax = 0 self.total = 0 self.created_at = datetime.now() def add_line_item(self, description, amount, quantity=1): """Add line item to invoice.""" line_item = { 'description': description, 'unit_amount': amount, 'quantity': quantity, 'total': amount * quantity } self.line_items.append(line_item) self.subtotal += line_item['total'] def finalize(self): """Finalize invoice and calculate total.""" self.total = self.subtotal + self.tax self.status = 'open' self.finalized_at = datetime.now() def mark_paid(self): """Mark invoice as paid.""" self.status = 'paid' self.paid_at = datetime.now() def to_pdf(self): """Generate PDF invoice.""" from reportlab.pdfgen import canvas # Generate PDF # Include: company info, customer info, line items, tax, total pass def to_html(self): """Generate HTML invoice.""" template = """ <!DOCTYPE html> <html> <head><title>Invoice #{invoice_number}</title></head> <body> <h1>Invoice #{invoice_number}</h1> <p>Date: {date}</p> <h2>Bill To:</h2> <p>{customer_name}<br>{customer_address}</p> <table> <tr><th>Description</th><th>Quantity</th><th>Amount</th></tr> {line_items} </table> <p>Subtotal: ${subtotal}</p> <p>Tax: ${tax}</p> <h3>Total: ${total}</h3> </body> </html> """ return template.format( invoice_number=self.id, date=self.created_at.strftime('%Y-%m-%d'), customer_name=self.customer.name, customer_address=self.customer.address, line_items=self.render_line_items(), subtotal=self.subtotal, tax=self.tax, total=self.total ) ``` ## Usage-Based Billing ```python class UsageBillingEngine: """Track and bill for usage.""" def track_usage(self, customer_id, metric, quantity): """Track usage event.""" UsageRecord.create( customer_id=customer_id, metric=metric, quantity=quantity, timestamp=datetime.now() ) def calculate_usage_charges(self, subscription, period_start, period_end): """Calculate charges for usage in billing period.""" usage_records = UsageRecord.get_for_period( subscription.customer_id, period_start, period_end ) total_usage = sum(record.quantity for record in usage_records) # Tiered pricing if subscription.plan.pricing_model == 'tiered': charge = self.calculate_tiered_pricing(total_usage, subscription.plan.tiers) # Per-unit pricing elif subscription.plan.pricing_model == 'per_unit': charge = total_usage * subscription.plan.unit_price # Volume pricing elif subscription.plan.pricing_model == 'volume': charge = self.calculate_volume_pricing(total_usage, subscription.plan.tiers) return charge def calculate_tiered_pricing(self, total_usage, tiers): """Calculate cost using tiered pricing.""" charge = 0 remaining = total_usage for tier in sorted(tiers, key=lambda x: x['up_to']): tier_usage = min(remaining, tier['up_to'] - tier['from']) charge += tier_usage * tier['unit_price'] remaining -= tier_usage if remaining <= 0: break return charge ``` ## Resources - **references/billing-cycles.md**: Billing cycle management - **references/dunning-management.md**: Failed payment recovery - **references/proration.md**: Prorated charge calculations - **references/tax-calculation.md**: Tax/VAT/GST handling - **references/invoice-lifecycle.md**: Invoice state management - **assets/billing-state-machine.yaml**: Billing workflow - **assets/invoice-template.html**: Invoice templates - **assets/dunning-policy.yaml**: Dunning configuration ## Best Practices 1. **Automate Everything**: Minimize manual intervention 2. **Clear Communication**: Notify customers of billing events 3. **Flexible Retry Logic**: Balance recovery with customer experience 4. **Accurate Proration**: Fair calculation for plan changes 5. **Tax Compliance**: Calculate correct tax for jurisdiction 6. **Audit Trail**: Log all billing events 7. **Graceful Degradation**: Handle edge cases without breaking ## Common Pitfalls - **Incorrect Proration**: Not accounting for partial periods - **Missing Tax**: Forgetting to add tax to invoices - **Aggressive Dunning**: Canceling too quickly - **No Notifications**: Not informing customers of failures - **Hardcoded Cycles**: Not supporting custom billing dates
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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

python-design-patterns

Python design patterns including KISS, Separation of Concerns,

coding
⭐1
# Python Design Patterns Write maintainable Python code using fundamental design principles. These patterns help you build systems that are easy to understand, test, and modify. ## When to Use This Skill - Designing new components or services - Refactoring complex or tangled code - Deciding whether to create an abstraction - Choosing between inheritance and composition - Evaluating code complexity and coupling - Planning modular architectures ## Core Concepts ### 1. KISS (Keep It Simple) Choose the simplest solution that works. Complexity must be justified by concrete requirements. ### 2. Single Responsibility (SRP) Each unit should have one reason to change. Separate concerns into focused components. ### 3. Composition Over Inheritance Build behavior by combining objects, not extending classes. ### 4. Rule of Three Wait until you have three instances before abstracting. Duplication is often better than premature abstraction. ## Quick Start ```python # Simple beats clever # Instead of a factory/registry pattern: FORMATTERS = {"json": JsonFormatter, "csv": CsvFormatter} def get_formatter(name: str) -> Formatter: return FORMATTERS[name]() ``` ## Fundamental Patterns ### Pattern 1: KISS - Keep It Simple Before adding complexity, ask: does a simpler solution work? ```python # Over-engineered: Factory with registration class OutputFormatterFactory: _formatters: dict[str, type[Formatter]] = {} @classmethod def register(cls, name: str): def decorator(formatter_cls): cls._formatters[name] = formatter_cls return formatter_cls return decorator @classmethod def create(cls, name: str) -> Formatter: return cls._formatters[name]() @OutputFormatterFactory.register("json") class JsonFormatter(Formatter): ... # Simple: Just use a dictionary FORMATTERS = { "json": JsonFormatter, "csv": CsvFormatter, "xml": XmlFormatter, } def get_formatter(name: str) -> Formatter: """Get formatter by name.""" if name not in FORMATTERS: raise ValueError(f"Unknown format: {name}") return FORMATTERS[name]() ``` The factory pattern adds code without adding value here. Save patterns for when they solve real problems. ### Pattern 2: Single Responsibility Principle Each class or function should have one reason to change. ```python # BAD: Handler does everything class UserHandler: async def create_user(self, request: Request) -> Response: # HTTP parsing data = await request.json() # Validation if not data.get("email"): return Response({"error": "email required"}, status=400) # Database access user = await db.execute( "INSERT INTO users (email, name) VALUES ($1, $2) RETURNING *", data["email"], data["name"] ) # Response formatting return Response({"id": user.id, "email": user.email}, status=201) # GOOD: Separated concerns class UserService: """Business logic only.""" def __init__(self, repo: UserRepository) -> None: self._repo = repo async def create_user(self, data: CreateUserInput) -> User: # Only business rules here user = User(email=data.email, name=data.name) return await self._repo.save(user) class UserHandler: """HTTP concerns only.""" def __init__(self, service: UserService) -> None: self._service = service async def create_user(self, request: Request) -> Response: data = CreateUserInput(**(await request.json())) user = await self._service.create_user(data) return Response(user.to_dict(), status=201) ``` Now HTTP changes don't affect business logic, and vice versa. ### Pattern 3: Separation of Concerns Organize code into distinct layers with clear responsibilities. ``` 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”‚ API Layer (handlers) β”‚ β”‚ - Parse requests β”‚ β”‚ - Call services β”‚ β”‚ - Format responses β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β–Ό 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”‚ Service Layer (business logic) β”‚ β”‚ - Domain rules and validation β”‚ β”‚ - Orchestrate operations β”‚ β”‚ - Pure functions where possible β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β–Ό 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”‚ Repository Layer (data access) β”‚ β”‚ - SQL queries β”‚ β”‚ - External API calls β”‚ β”‚ - Cache operations β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` Each layer depends only on layers below it: ```python # Repository: Data access class UserRepository: async def get_by_id(self, user_id: str) -> User | None: row = await self._db.fetchrow( "SELECT * FROM users WHERE id = $1", user_id ) return User(**row) if row else None # Service: Business logic class UserService: def __init__(self, repo: UserRepository) -> None: self._repo = repo async def get_user(self, user_id: str) -> User: user = await self._repo.get_by_id(user_id) if user is None: raise UserNotFoundError(user_id) return user # Handler: HTTP concerns @app.get("/users/{user_id}") async def get_user(user_id: str) -> UserResponse: user = await user_service.get_user(user_id) return UserResponse.from_user(user) ``` ### Pattern 4: Composition Over Inheritance Build behavior by combining objects rather than inheriting. ```python # Inheritance: Rigid and hard to test class EmailNotificationService(NotificationService): def __init__(self): super().__init__() self._smtp = SmtpClient() # Hard to mock def notify(self, user: User, message: str) -> None: self._smtp.send(user.email, message) # Composition: Flexible and testable class NotificationService: """Send notifications via multiple channels.""" def __init__( self, email_sender: EmailSender, sms_sender: SmsSender | None = None, push_sender: PushSender | None = None, ) -> None: self._email = email_sender self._sms = sms_sender self._push = push_sender async def notify( self, user: User, message: str, channels: set[str] | None = None, ) -> None: channels = channels or {"email"} if "email" in channels: await self._email.send(user.email, message) if "sms" in channels and self._sms and user.phone: await self._sms.send(user.phone, message) if "push" in channels and self._push and user.device_token: await self._push.send(user.device_token, message) # Easy to test with fakes service = NotificationService( email_sender=FakeEmailSender(), sms_sender=FakeSmsSender(), ) ``` ## Advanced Patterns ### Pattern 5: Rule of Three Wait until you have three instances before abstracting. ```python # Two similar functions? Don't abstract yet def process_orders(orders: list[Order]) -> list[Result]: results = [] for order in orders: validated = validate_order(order) result = process_validated_order(validated) results.append(result) return results def process_returns(returns: list[Return]) -> list[Result]: results = [] for ret in returns: validated = validate_return(ret) result = process_validated_return(validated) results.append(result) return results # These look similar, but wait! Are they actually the same? # Different validation, different processing, different errors... # Duplication is often better than the wrong abstraction # Only after a third case, consider if there's a real pattern # But even then, sometimes explicit is better than abstract ``` ### Pattern 6: Function Size Guidelines Keep functions focused. Extract when a function: - Exceeds 20-50 lines (varies by complexity) - Serves multiple distinct purposes - Has deeply nested logic (3+ levels) ```python # Too long, multiple concerns mixed def process_order(order: Order) -> Result: # 50 lines of validation... # 30 lines of inventory check... # 40 lines of payment processing... # 20 lines of notification... pass # Better: Composed from focused functions def process_order(order: Order) -> Result: """Process a customer order through the complete workflow.""" validate_order(order) reserve_inventory(order) payment_result = charge_payment(order) send_confirmation(order, payment_result) return Result(success=True, order_id=order.id) ``` ### Pattern 7: Dependency Injection Pass dependencies through constructors for testability. ```python from typing import Protocol class Logger(Protocol): def info(self, msg: str, **kwargs) -> None: ... def error(self, msg: str, **kwargs) -> None: ... class Cache(Protocol): async def get(self, key: str) -> str | None: ... async def set(self, key: str, value: str, ttl: int) -> None: ... class UserService: """Service with injected dependencies.""" def __init__( self, repository: UserRepository, cache: Cache, logger: Logger, ) -> None: self._repo = repository self._cache = cache self._logger = logger async def get_user(self, user_id: str) -> User: # Check cache first cached = await self._cache.get(f"user:{user_id}") if cached: self._logger.info("Cache hit", user_id=user_id) return User.from_json(cached) # Fetch from database user = await self._repo.get_by_id(user_id) if user: await self._cache.set(f"user:{user_id}", user.to_json(), ttl=300) return user # Production service = UserService( repository=PostgresUserRepository(db), cache=RedisCache(redis), logger=StructlogLogger(), ) # Testing service = UserService( repository=InMemoryUserRepository(), cache=FakeCache(), logger=NullLogger(), ) ``` ### Pattern 8: Avoiding Common Anti-Patterns **Don't expose internal types:** ```python # BAD: Leaking ORM model to API @app.get("/users/{id}") def get_user(id: str) -> UserModel: # SQLAlchemy model return db.query(UserModel).get(id) # GOOD: Use response schemas @app.get("/users/{id}") def get_user(id: str) -> UserResponse: user = db.query(UserModel).get(id) return UserResponse.from_orm(user) ``` **Don't mix I/O with business logic:** ```python # BAD: SQL embedded in business logic def calculate_discount(user_id: str) -> float: user = db.query("SELECT * FROM users WHERE id = ?", user_id) orders = db.query("SELECT * FROM orders WHERE user_id = ?", user_id) # Business logic mixed with data access # GOOD: Repository pattern def calculate_discount(user: User, order_history: list[Order]) -> float: # Pure business logic, easily testable if len(order_history) > 10: return 0.15 return 0.0 ``` ## Best Practices Summary 1. **Keep it simple** - Choose the simplest solution that works 2. **Single responsibility** - Each unit has one reason to change 3. **Separate concerns** - Distinct layers with clear purposes 4. **Compose, don't inherit** - Combine objects for flexibility 5. **Rule of three** - Wait before abstracting 6. **Keep functions small** - 20-50 lines (varies by complexity), one purpose 7. **Inject dependencies** - Constructor injection for testability 8. **Delete before abstracting** - Remove dead code, then consider patterns 9. **Test each layer** - Isolated tests for each concern 10. **Explicit over clever** - Readable code beats elegant code
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