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šŸ“text•6 months ago

Evaluation and Regression Gate

Create evaluation runs, submit results, compute metrics, save baselines, and triage regressions before shipping changes.

analysis
⭐1
# Evaluation and Regression Gate Imported from curated first-party documentation sources. ## What this covers Use this workflow to formalize benchmarking, regression detection, and baseline management around agent or product changes. ## Use this when - Validating changes against prior baselines - Making regressions visible before rollout - Capturing repeatable evaluation evidence ## Expected outcomes - Evaluation runs produce comparable metrics - Baselines are stored after successful validation - Regression triage becomes a workflow instead of an afterthought ## Source synthesis - AGENT33/docs/functionality-and-workflows.md (https://github.com/mattmre/AGENT33/blob/main/docs/functionality-and-workflows.md) - AGENT33/docs/use-cases.md (https://github.com/mattmre/AGENT33/blob/main/docs/use-cases.md) ## Dedupe notes Combines AGENT33 evaluation lifecycle definitions with evaluation and regression use-case framing. ## Source excerpts ### AGENT33/docs/functionality-and-workflows.md ### 4.3 Evaluation Lifecycle Flow: 1. Create run (`/v1/evaluations/runs`) 2. Submit task results (`/runs/{id}/results`) 3. Compute metrics + gate report 4. Save baseline (`/runs/{id}/baseline`) 5. Triage/resolve regressions ### AGENT33/docs/use-cases.md ## 4. Evaluation and Regression Gates Goal: - Quantify quality and block regressions across PR/merge/release gates. Use these modules: - `api/routes/evaluations.py` - `evaluation/service.py` - `evaluation/gates.py` - `evaluation/regression.py` Typical flow: 1. Create run for gate type (`G-PR`, `G-MRG`, `G-REL`, `G-MON`). 2. Submit task results and quality metadata. 3. Compute metrics and gate verdict. 4. Save baseline for future comparison. 5. Triage/resolve regression records. Best fit: - Teams with golden-task style quality gates.
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docs
šŸ¤–system prompt•7 months ago

workflow-patterns

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

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

debugging-strategies

Master systematic debugging techniques, profiling tools, and root

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

e2e-testing-patterns

Master end-to-end testing with Playwright and Cypress to build

coding
⭐1
# E2E Testing Patterns Build reliable, fast, and maintainable end-to-end test suites that provide confidence to ship code quickly and catch regressions before users do. ## When to Use This Skill - Implementing end-to-end test automation - Debugging flaky or unreliable tests - Testing critical user workflows - Setting up CI/CD test pipelines - Testing across multiple browsers - Validating accessibility requirements - Testing responsive designs - Establishing E2E testing standards ## Core Concepts ### 1. E2E Testing Fundamentals **What to Test with E2E:** - Critical user journeys (login, checkout, signup) - Complex interactions (drag-and-drop, multi-step forms) - Cross-browser compatibility - Real API integration - Authentication flows **What NOT to Test with E2E:** - Unit-level logic (use unit tests) - API contracts (use integration tests) - Edge cases (too slow) - Internal implementation details ### 2. Test Philosophy **The Testing Pyramid:** ``` /\ /E2E\ ← Few, focused on critical paths /─────\ /Integr\ ← More, test component interactions /────────\ /Unit Tests\ ← Many, fast, isolated /────────────\ ``` **Best Practices:** - Test user behavior, not implementation - Keep tests independent - Make tests deterministic - Optimize for speed - Use data-testid, not CSS selectors ## Playwright Patterns ### Setup and Configuration ```typescript // playwright.config.ts import { defineConfig, devices } from "@playwright/test"; export default defineConfig({ testDir: "./e2e", timeout: 30000, expect: { timeout: 5000, }, fullyParallel: true, forbidOnly: !!process.env.CI, retries: process.env.CI ? 2 : 0, workers: process.env.CI ? 1 : undefined, reporter: [["html"], ["junit", { outputFile: "results.xml" }]], use: { baseURL: "http://localhost:3000", trace: "on-first-retry", screenshot: "only-on-failure", video: "retain-on-failure", }, projects: [ { name: "chromium", use: { ...devices["Desktop Chrome"] } }, { name: "firefox", use: { ...devices["Desktop Firefox"] } }, { name: "webkit", use: { ...devices["Desktop Safari"] } }, { name: "mobile", use: { ...devices["iPhone 13"] } }, ], }); ``` ### Pattern 1: Page Object Model ```typescript // pages/LoginPage.ts import { Page, Locator } from "@playwright/test"; export class LoginPage { readonly page: Page; readonly emailInput: Locator; readonly passwordInput: Locator; readonly loginButton: Locator; readonly errorMessage: Locator; constructor(page: Page) { this.page = page; this.emailInput = page.getByLabel("Email"); this.passwordInput = page.getByLabel("Password"); this.loginButton = page.getByRole("button", { name: "Login" }); this.errorMessage = page.getByRole("alert"); } async goto() { await this.page.goto("/login"); } async login(email: string, password: string) { await this.emailInput.fill(email); await this.passwordInput.fill(password); await this.loginButton.click(); } async getErrorMessage(): Promise<string> { return (await this.errorMessage.textContent()) ?? ""; } } // Test using Page Object import { test, expect } from "@playwright/test"; import { LoginPage } from "./pages/LoginPage"; test("successful login", async ({ page }) => { const loginPage = new LoginPage(page); await loginPage.goto(); await loginPage.login("user@example.com", "password123"); await expect(page).toHaveURL("/dashboard"); await expect(page.getByRole("heading", { name: "Dashboard" })).toBeVisible(); }); test("failed login shows error", async ({ page }) => { const loginPage = new LoginPage(page); await loginPage.goto(); await loginPage.login("invalid@example.com", "wrong"); const error = await loginPage.getErrorMessage(); expect(error).toContain("Invalid credentials"); }); ``` ### Pattern 2: Fixtures for Test Data ```typescript // fixtures/test-data.ts import { test as base } from "@playwright/test"; type TestData = { testUser: { email: string; password: string; name: string; }; adminUser: { email: string; password: string; }; }; export const test = base.extend<TestData>({ testUser: async ({}, use) => { const user = { email: `test-${Date.now()}@example.com`, password: "Test123!@#", name: "Test User", }; // Setup: Create user in database await createTestUser(user); await use(user); // Teardown: Clean up user await deleteTestUser(user.email); }, adminUser: async ({}, use) => { await use({ email: "admin@example.com", password: process.env.ADMIN_PASSWORD!, }); }, }); // Usage in tests import { test } from "./fixtures/test-data"; test("user can update profile", async ({ page, testUser }) => { await page.goto("/login"); await page.getByLabel("Email").fill(testUser.email); await page.getByLabel("Password").fill(testUser.password); await page.getByRole("button", { name: "Login" }).click(); await page.goto("/profile"); await page.getByLabel("Name").fill("Updated Name"); await page.getByRole("button", { name: "Save" }).click(); await expect(page.getByText("Profile updated")).toBeVisible(); }); ``` ### Pattern 3: Waiting Strategies ```typescript // āŒ Bad: Fixed timeouts await page.waitForTimeout(3000); // Flaky! // āœ… Good: Wait for specific conditions await page.waitForLoadState("networkidle"); await page.waitForURL("/dashboard"); await page.waitForSelector('[data-testid="user-profile"]'); // āœ… Better: Auto-waiting with assertions await expect(page.getByText("Welcome")).toBeVisible(); await expect(page.getByRole("button", { name: "Submit" })).toBeEnabled(); // Wait for API response const responsePromise = page.waitForResponse( (response) => response.url().includes("/api/users") && response.status() === 200, ); await page.getByRole("button", { name: "Load Users" }).click(); const response = await responsePromise; const data = await response.json(); expect(data.users).toHaveLength(10); // Wait for multiple conditions await Promise.all([ page.waitForURL("/success"), page.waitForLoadState("networkidle"), expect(page.getByText("Payment successful")).toBeVisible(), ]); ``` ### Pattern 4: Network Mocking and Interception ```typescript // Mock API responses test("displays error when API fails", async ({ page }) => { await page.route("**/api/users", (route) => { route.fulfill({ status: 500, contentType: "application/json", body: JSON.stringify({ error: "Internal Server Error" }), }); }); await page.goto("/users"); await expect(page.getByText("Failed to load users")).toBeVisible(); }); // Intercept and modify requests test("can modify API request", async ({ page }) => { await page.route("**/api/users", async (route) => { const request = route.request(); const postData = JSON.parse(request.postData() || "{}"); // Modify request postData.role = "admin"; await route.continue({ postData: JSON.stringify(postData), }); }); // Test continues... }); // Mock third-party services test("payment flow with mocked Stripe", async ({ page }) => { await page.route("**/api/stripe/**", (route) => { route.fulfill({ status: 200, body: JSON.stringify({ id: "mock_payment_id", status: "succeeded", }), }); }); // Test payment flow with mocked response }); ``` ## Cypress Patterns ### Setup and Configuration ```typescript // cypress.config.ts import { defineConfig } from "cypress"; export default defineConfig({ e2e: { baseUrl: "http://localhost:3000", viewportWidth: 1280, viewportHeight: 720, video: false, screenshotOnRunFailure: true, defaultCommandTimeout: 10000, requestTimeout: 10000, setupNodeEvents(on, config) { // Implement node event listeners }, }, }); ``` ### Pattern 1: Custom Commands ```typescript // cypress/support/commands.ts declare global { namespace Cypress { interface Chainable { login(email: string, password: string): Chainable<void>; createUser(userData: UserData): Chainable<User>; dataCy(value: string): Chainable<JQuery<HTMLElement>>; } } } Cypress.Commands.add("login", (email: string, password: string) => { cy.visit("/login"); cy.get('[data-testid="email"]').type(email); cy.get('[data-testid="password"]').type(password); cy.get('[data-testid="login-button"]').click(); cy.url().should("include", "/dashboard"); }); Cypress.Commands.add("createUser", (userData: UserData) => { return cy.request("POST", "/api/users", userData).its("body"); }); Cypress.Commands.add("dataCy", (value: string) => { return cy.get(`[data-cy="${value}"]`); }); // Usage cy.login("user@example.com", "password"); cy.dataCy("submit-button").click(); ``` ### Pattern 2: Cypress Intercept ```typescript // Mock API calls cy.intercept("GET", "/api/users", { statusCode: 200, body: [ { id: 1, name: "John" }, { id: 2, name: "Jane" }, ], }).as("getUsers"); cy.visit("/users"); cy.wait("@getUsers"); cy.get('[data-testid="user-list"]').children().should("have.length", 2); // Modify responses cy.intercept("GET", "/api/users", (req) => { req.reply((res) => { // Modify response res.body.users = res.body.users.slice(0, 5); res.send(); }); }); // Simulate slow network cy.intercept("GET", "/api/data", (req) => { req.reply((res) => { res.delay(3000); // 3 second delay res.send(); }); }); ``` ## Advanced Patterns ### Pattern 1: Visual Regression Testing ```typescript // With Playwright import { test, expect } from "@playwright/test"; test("homepage looks correct", async ({ page }) => { await page.goto("/"); await expect(page).toHaveScreenshot("homepage.png", { fullPage: true, maxDiffPixels: 100, }); }); test("button in all states", async ({ page }) => { await page.goto("/components"); const button = page.getByRole("button", { name: "Submit" }); // Default state await expect(button).toHaveScreenshot("button-default.png"); // Hover state await button.hover(); await expect(button).toHaveScreenshot("button-hover.png"); // Disabled state await button.evaluate((el) => el.setAttribute("disabled", "true")); await expect(button).toHaveScreenshot("button-disabled.png"); }); ``` ### Pattern 2: Parallel Testing with Sharding ```typescript // playwright.config.ts export default defineConfig({ projects: [ { name: "shard-1", use: { ...devices["Desktop Chrome"] }, grepInvert: /@slow/, shard: { current: 1, total: 4 }, }, { name: "shard-2", use: { ...devices["Desktop Chrome"] }, shard: { current: 2, total: 4 }, }, // ... more shards ], }); // Run in CI // npx playwright test --shard=1/4 // npx playwright test --shard=2/4 ``` ### Pattern 3: Accessibility Testing ```typescript // Install: npm install @axe-core/playwright import { test, expect } from "@playwright/test"; import AxeBuilder from "@axe-core/playwright"; test("page should not have accessibility violations", async ({ page }) => { await page.goto("/"); const accessibilityScanResults = await new AxeBuilder({ page }) .exclude("#third-party-widget") .analyze(); expect(accessibilityScanResults.violations).toEqual([]); }); test("form is accessible", async ({ page }) => { await page.goto("/signup"); const results = await new AxeBuilder({ page }).include("form").analyze(); expect(results.violations).toEqual([]); }); ``` ## Best Practices 1. **Use Data Attributes**: `data-testid` or `data-cy` for stable selectors 2. **Avoid Brittle Selectors**: Don't rely on CSS classes or DOM structure 3. **Test User Behavior**: Click, type, see - not implementation details 4. **Keep Tests Independent**: Each test should run in isolation 5. **Clean Up Test Data**: Create and destroy test data in each test 6. **Use Page Objects**: Encapsulate page logic 7. **Meaningful Assertions**: Check actual user-visible behavior 8. **Optimize for Speed**: Mock when possible, parallel execution ```typescript // āŒ Bad selectors cy.get(".btn.btn-primary.submit-button").click(); cy.get("div > form > div:nth-child(2) > input").type("text"); // āœ… Good selectors cy.getByRole("button", { name: "Submit" }).click(); cy.getByLabel("Email address").type("user@example.com"); cy.get('[data-testid="email-input"]').type("user@example.com"); ``` ## Common Pitfalls - **Flaky Tests**: Use proper waits, not fixed timeouts - **Slow Tests**: Mock external APIs, use parallel execution - **Over-Testing**: Don't test every edge case with E2E - **Coupled Tests**: Tests should not depend on each other - **Poor Selectors**: Avoid CSS classes and nth-child - **No Cleanup**: Clean up test data after each test - **Testing Implementation**: Test user behavior, not internals ## Debugging Failing Tests ```typescript // Playwright debugging // 1. Run in headed mode npx playwright test --headed // 2. Run in debug mode npx playwright test --debug // 3. Use trace viewer await page.screenshot({ path: 'screenshot.png' }); await page.video()?.saveAs('video.webm'); // 4. Add test.step for better reporting test('checkout flow', async ({ page }) => { await test.step('Add item to cart', async () => { await page.goto('/products'); await page.getByRole('button', { name: 'Add to Cart' }).click(); }); await test.step('Proceed to checkout', async () => { await page.goto('/cart'); await page.getByRole('button', { name: 'Checkout' }).click(); }); }); // 5. Inspect page state await page.pause(); // Pauses execution, opens inspector ``` ## Resources - **references/playwright-best-practices.md**: Playwright-specific patterns - **references/cypress-best-practices.md**: Cypress-specific patterns - **references/flaky-test-debugging.md**: Debugging unreliable tests - **assets/e2e-testing-checklist.md**: What to test with E2E - **assets/selector-strategies.md**: Finding reliable selectors - **scripts/test-analyzer.ts**: Analyze test flakiness and duration
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šŸ¤– Auto-discovered
šŸ¤–system prompt•7 months ago

dependency-upgrade

Manage major dependency version upgrades with compatibility

coding
⭐1
# Dependency Upgrade Master major dependency version upgrades, compatibility analysis, staged upgrade strategies, and comprehensive testing approaches. ## When to Use This Skill - Upgrading major framework versions - Updating security-vulnerable dependencies - Modernizing legacy dependencies - Resolving dependency conflicts - Planning incremental upgrade paths - Testing compatibility matrices - Automating dependency updates ## Semantic Versioning Review ``` MAJOR.MINOR.PATCH (e.g., 2.3.1) MAJOR: Breaking changes MINOR: New features, backward compatible PATCH: Bug fixes, backward compatible ^2.3.1 = >=2.3.1 <3.0.0 (minor updates) ~2.3.1 = >=2.3.1 <2.4.0 (patch updates) 2.3.1 = exact version ``` ## Dependency Analysis ### Audit Dependencies ```bash # npm npm outdated npm audit npm audit fix # yarn yarn outdated yarn audit # Check for major updates npx npm-check-updates npx npm-check-updates -u # Update package.json ``` ### Analyze Dependency Tree ```bash # See why a package is installed npm ls package-name yarn why package-name # Find duplicate packages npm dedupe yarn dedupe # Visualize dependencies npx madge --image graph.png src/ ``` ## Compatibility Matrix ```javascript // compatibility-matrix.js const compatibilityMatrix = { react: { "16.x": { "react-dom": "^16.0.0", "react-router-dom": "^5.0.0", "@testing-library/react": "^11.0.0", }, "17.x": { "react-dom": "^17.0.0", "react-router-dom": "^5.0.0 || ^6.0.0", "@testing-library/react": "^12.0.0", }, "18.x": { "react-dom": "^18.0.0", "react-router-dom": "^6.0.0", "@testing-library/react": "^13.0.0", }, }, }; function checkCompatibility(packages) { // Validate package versions against matrix } ``` ## Staged Upgrade Strategy ### Phase 1: Planning ```bash # 1. Identify current versions npm list --depth=0 # 2. Check for breaking changes # Read CHANGELOG.md and MIGRATION.md # 3. Create upgrade plan echo "Upgrade order: 1. TypeScript 2. React 3. React Router 4. Testing libraries 5. Build tools" > UPGRADE_PLAN.md ``` ### Phase 2: Incremental Updates ```bash # Don't upgrade everything at once! # Step 1: Update TypeScript npm install typescript@latest # Test npm run test npm run build # Step 2: Update React (one major version at a time) npm install react@17 react-dom@17 # Test again npm run test # Step 3: Continue with other packages npm install react-router-dom@6 # And so on... ``` ### Phase 3: Validation ```javascript // tests/compatibility.test.js describe("Dependency Compatibility", () => { it("should have compatible React versions", () => { const reactVersion = require("react/package.json").version; const reactDomVersion = require("react-dom/package.json").version; expect(reactVersion).toBe(reactDomVersion); }); it("should not have peer dependency warnings", () => { // Run npm ls and check for warnings }); }); ``` ## Breaking Change Handling ### Identifying Breaking Changes ```bash # Check the changelog directly curl https://raw.githubusercontent.com/facebook/react/master/CHANGELOG.md ``` ### Codemod for Automated Fixes ```bash # Run jscodeshift with transform URL npx jscodeshift -t <transform-url> <path> # Example: Rename unsafe lifecycle methods npx jscodeshift -t https://raw.githubusercontent.com/reactjs/react-codemod/master/transforms/rename-unsafe-lifecycles.js src/ # For TypeScript files npx jscodeshift -t https://raw.githubusercontent.com/reactjs/react-codemod/master/transforms/rename-unsafe-lifecycles.js --parser=tsx src/ # Dry run to preview changes npx jscodeshift -t https://raw.githubusercontent.com/reactjs/react-codemod/master/transforms/rename-unsafe-lifecycles.js --dry src/ ``` ### Custom Migration Script ```javascript // migration-script.js const fs = require("fs"); const glob = require("glob"); glob("src/**/*.tsx", (err, files) => { files.forEach((file) => { let content = fs.readFileSync(file, "utf8"); // Replace old API with new API content = content.replace( /componentWillMount/g, "UNSAFE_componentWillMount", ); // Update imports content = content.replace( /import { Component } from 'react'/g, "import React, { Component } from 'react'", ); fs.writeFileSync(file, content); }); }); ``` ## Testing Strategy ### Unit Tests ```javascript // Ensure tests pass before and after upgrade npm run test // Update test utilities if needed npm install @testing-library/react@latest ``` ### Integration Tests ```javascript // tests/integration/app.test.js describe("App Integration", () => { it("should render without crashing", () => { render(<App />); }); it("should handle navigation", () => { const { getByText } = render(<App />); fireEvent.click(getByText("Navigate")); expect(screen.getByText("New Page")).toBeInTheDocument(); }); }); ``` ### Visual Regression Tests ```javascript // visual-regression.test.js describe("Visual Regression", () => { it("should match snapshot", () => { const { container } = render(<App />); expect(container.firstChild).toMatchSnapshot(); }); }); ``` ### E2E Tests ```javascript // cypress/e2e/app.cy.js describe("E2E Tests", () => { it("should complete user flow", () => { cy.visit("/"); cy.get('[data-testid="login"]').click(); cy.get('input[name="email"]').type("user@example.com"); cy.get('button[type="submit"]').click(); cy.url().should("include", "/dashboard"); }); }); ``` ## Automated Dependency Updates ### Renovate Configuration ```json // renovate.json { "extends": ["config:base"], "packageRules": [ { "matchUpdateTypes": ["minor", "patch"], "automerge": true }, { "matchUpdateTypes": ["major"], "automerge": false, "labels": ["major-update"] } ], "schedule": ["before 3am on Monday"], "timezone": "America/New_York" } ``` ### Dependabot Configuration ```yaml # .github/dependabot.yml version: 2 updates: - package-ecosystem: "npm" directory: "/" schedule: interval: "weekly" open-pull-requests-limit: 5 reviewers: - "team-leads" commit-message: prefix: "chore" include: "scope" ``` ## Rollback Plan ```javascript // rollback.sh #!/bin/bash # Save current state git stash git checkout -b upgrade-branch # Attempt upgrade npm install package@latest # Run tests if npm run test; then echo "Upgrade successful" git add package.json package-lock.json git commit -m "chore: upgrade package" else echo "Upgrade failed, rolling back" git checkout main git branch -D upgrade-branch npm install # Restore from package-lock.json fi ``` ## Common Upgrade Patterns ### Lock File Management ```bash # npm npm install --package-lock-only # Update lock file only npm ci # Clean install from lock file # yarn yarn install --frozen-lockfile # CI mode yarn upgrade-interactive # Interactive upgrades ``` ### Peer Dependency Resolution ```bash # npm 7+: strict peer dependencies npm install --legacy-peer-deps # Ignore peer deps # npm 8+: override peer dependencies npm install --force ``` ### Workspace Upgrades ```bash # Update all workspace packages npm install --workspaces # Update specific workspace npm install package@latest --workspace=packages/app ``` ## Resources - **references/semver.md**: Semantic versioning guide - **references/compatibility-matrix.md**: Common compatibility issues - **references/staged-upgrades.md**: Incremental upgrade strategies - **references/testing-strategy.md**: Comprehensive testing approaches - **assets/upgrade-checklist.md**: Step-by-step checklist - **assets/compatibility-matrix.csv**: Version compatibility table - **scripts/audit-dependencies.sh**: Dependency audit script ## Best Practices 1. **Read Changelogs**: Understand what changed 2. **Upgrade Incrementally**: One major version at a time 3. **Test Thoroughly**: Unit, integration, E2E tests 4. **Check Peer Dependencies**: Resolve conflicts early 5. **Use Lock Files**: Ensure reproducible installs 6. **Automate Updates**: Use Renovate or Dependabot 7. **Monitor**: Watch for runtime errors post-upgrade 8. **Document**: Keep upgrade notes ## Upgrade Checklist ```markdown Pre-Upgrade: - [ ] Review current dependency versions - [ ] Read changelogs for breaking changes - [ ] Create feature branch - [ ] Backup current state (git tag) - [ ] Run full test suite (baseline) During Upgrade: - [ ] Upgrade one dependency at a time - [ ] Update peer dependencies - [ ] Fix TypeScript errors - [ ] Update tests if needed - [ ] Run test suite after each upgrade - [ ] Check bundle size impact Post-Upgrade: - [ ] Full regression testing - [ ] Performance testing - [ ] Update documentation - [ ] Deploy to staging - [ ] Monitor for errors - [ ] Deploy to production ``` ## Common Pitfalls - Upgrading all dependencies at once - Not testing after each upgrade - Ignoring peer dependency warnings - Forgetting to update lock file - Not reading breaking change notes - Skipping major versions - Not having rollback plan
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šŸ¤– Auto-discovered
šŸ¤–system prompt•7 months ago

track-management

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

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

llm-evaluation

Implement comprehensive evaluation strategies for LLM applications

coding
⭐1
# LLM Evaluation Master comprehensive evaluation strategies for LLM applications, from automated metrics to human evaluation and A/B testing. ## When to Use This Skill - Measuring LLM application performance systematically - Comparing different models or prompts - Detecting performance regressions before deployment - Validating improvements from prompt changes - Building confidence in production systems - Establishing baselines and tracking progress over time - Debugging unexpected model behavior ## Core Evaluation Types ### 1. Automated Metrics Fast, repeatable, scalable evaluation using computed scores. **Text Generation:** - **BLEU**: N-gram overlap (translation) - **ROUGE**: Recall-oriented (summarization) - **METEOR**: Semantic similarity - **BERTScore**: Embedding-based similarity - **Perplexity**: Language model confidence **Classification:** - **Accuracy**: Percentage correct - **Precision/Recall/F1**: Class-specific performance - **Confusion Matrix**: Error patterns - **AUC-ROC**: Ranking quality **Retrieval (RAG):** - **MRR**: Mean Reciprocal Rank - **NDCG**: Normalized Discounted Cumulative Gain - **Precision@K**: Relevant in top K - **Recall@K**: Coverage in top K ### 2. Human Evaluation Manual assessment for quality aspects difficult to automate. **Dimensions:** - **Accuracy**: Factual correctness - **Coherence**: Logical flow - **Relevance**: Answers the question - **Fluency**: Natural language quality - **Safety**: No harmful content - **Helpfulness**: Useful to the user ### 3. LLM-as-Judge Use stronger LLMs to evaluate weaker model outputs. **Approaches:** - **Pointwise**: Score individual responses - **Pairwise**: Compare two responses - **Reference-based**: Compare to gold standard - **Reference-free**: Judge without ground truth ## Quick Start ```python from dataclasses import dataclass from typing import Callable import numpy as np @dataclass class Metric: name: str fn: Callable @staticmethod def accuracy(): return Metric("accuracy", calculate_accuracy) @staticmethod def bleu(): return Metric("bleu", calculate_bleu) @staticmethod def bertscore(): return Metric("bertscore", calculate_bertscore) @staticmethod def custom(name: str, fn: Callable): return Metric(name, fn) class EvaluationSuite: def __init__(self, metrics: list[Metric]): self.metrics = metrics async def evaluate(self, model, test_cases: list[dict]) -> dict: results = {m.name: [] for m in self.metrics} for test in test_cases: prediction = await model.predict(test["input"]) for metric in self.metrics: score = metric.fn( prediction=prediction, reference=test.get("expected"), context=test.get("context") ) results[metric.name].append(score) return { "metrics": {k: np.mean(v) for k, v in results.items()}, "raw_scores": results } # Usage suite = EvaluationSuite([ Metric.accuracy(), Metric.bleu(), Metric.bertscore(), Metric.custom("groundedness", check_groundedness) ]) test_cases = [ { "input": "What is the capital of France?", "expected": "Paris", "context": "France is a country in Europe. Paris is its capital." }, ] results = await suite.evaluate(model=your_model, test_cases=test_cases) ``` ## Automated Metrics Implementation ### BLEU Score ```python from nltk.translate.bleu_score import sentence_bleu, SmoothingFunction def calculate_bleu(reference: str, hypothesis: str, **kwargs) -> float: """Calculate BLEU score between reference and hypothesis.""" smoothie = SmoothingFunction().method4 return sentence_bleu( [reference.split()], hypothesis.split(), smoothing_function=smoothie ) ``` ### ROUGE Score ```python from rouge_score import rouge_scorer def calculate_rouge(reference: str, hypothesis: str, **kwargs) -> dict: """Calculate ROUGE scores.""" scorer = rouge_scorer.RougeScorer( ['rouge1', 'rouge2', 'rougeL'], use_stemmer=True ) scores = scorer.score(reference, hypothesis) return { 'rouge1': scores['rouge1'].fmeasure, 'rouge2': scores['rouge2'].fmeasure, 'rougeL': scores['rougeL'].fmeasure } ``` ### BERTScore ```python from bert_score import score def calculate_bertscore( references: list[str], hypotheses: list[str], **kwargs ) -> dict: """Calculate BERTScore using pre-trained model.""" P, R, F1 = score( hypotheses, references, lang='en', model_type='microsoft/deberta-xlarge-mnli' ) return { 'precision': P.mean().item(), 'recall': R.mean().item(), 'f1': F1.mean().item() } ``` ### Custom Metrics ```python def calculate_groundedness(response: str, context: str, **kwargs) -> float: """Check if response is grounded in provided context.""" from transformers import pipeline nli = pipeline( "text-classification", model="microsoft/deberta-large-mnli" ) result = nli(f"{context} [SEP] {response}")[0] # Return confidence that response is entailed by context return result['score'] if result['label'] == 'ENTAILMENT' else 0.0 def calculate_toxicity(text: str, **kwargs) -> float: """Measure toxicity in generated text.""" from detoxify import Detoxify results = Detoxify('original').predict(text) return max(results.values()) # Return highest toxicity score def calculate_factuality(claim: str, sources: list[str], **kwargs) -> float: """Verify factual claims against sources.""" from transformers import pipeline nli = pipeline("text-classification", model="facebook/bart-large-mnli") scores = [] for source in sources: result = nli(f"{source}</s></s>{claim}")[0] if result['label'] == 'entailment': scores.append(result['score']) return max(scores) if scores else 0.0 ``` ## LLM-as-Judge Patterns ### Single Output Evaluation ```python from anthropic import Anthropic from pydantic import BaseModel, Field import json class QualityRating(BaseModel): accuracy: int = Field(ge=1, le=10, description="Factual correctness") helpfulness: int = Field(ge=1, le=10, description="Answers the question") clarity: int = Field(ge=1, le=10, description="Well-written and understandable") reasoning: str = Field(description="Brief explanation") async def llm_judge_quality( response: str, question: str, context: str = None ) -> QualityRating: """Use Claude to judge response quality.""" client = Anthropic() system = """You are an expert evaluator of AI responses. Rate responses on accuracy, helpfulness, and clarity (1-10 scale). Provide brief reasoning for your ratings.""" prompt = f"""Rate the following response: Question: {question} {f'Context: {context}' if context else ''} Response: {response} Provide ratings in JSON format: {{ "accuracy": <1-10>, "helpfulness": <1-10>, "clarity": <1-10>, "reasoning": "<brief explanation>" }}""" message = client.messages.create( model="claude-sonnet-4-6", max_tokens=500, system=system, messages=[{"role": "user", "content": prompt}] ) return QualityRating(**json.loads(message.content[0].text)) ``` ### Pairwise Comparison ```python from pydantic import BaseModel, Field from typing import Literal class ComparisonResult(BaseModel): winner: Literal["A", "B", "tie"] reasoning: str confidence: int = Field(ge=1, le=10) async def compare_responses( question: str, response_a: str, response_b: str ) -> ComparisonResult: """Compare two responses using LLM judge.""" client = Anthropic() prompt = f"""Compare these two responses and determine which is better. Question: {question} Response A: {response_a} Response B: {response_b} Consider accuracy, helpfulness, and clarity. Answer with JSON: {{ "winner": "A" or "B" or "tie", "reasoning": "<explanation>", "confidence": <1-10> }}""" message = client.messages.create( model="claude-sonnet-4-6", max_tokens=500, messages=[{"role": "user", "content": prompt}] ) return ComparisonResult(**json.loads(message.content[0].text)) ``` ### Reference-Based Evaluation ```python class ReferenceEvaluation(BaseModel): semantic_similarity: float = Field(ge=0, le=1) factual_accuracy: float = Field(ge=0, le=1) completeness: float = Field(ge=0, le=1) issues: list[str] async def evaluate_against_reference( response: str, reference: str, question: str ) -> ReferenceEvaluation: """Evaluate response against gold standard reference.""" client = Anthropic() prompt = f"""Compare the response to the reference answer. Question: {question} Reference Answer: {reference} Response to Evaluate: {response} Evaluate: 1. Semantic similarity (0-1): How similar is the meaning? 2. Factual accuracy (0-1): Are all facts correct? 3. Completeness (0-1): Does it cover all key points? 4. List any specific issues or errors. Respond in JSON: {{ "semantic_similarity": <0-1>, "factual_accuracy": <0-1>, "completeness": <0-1>, "issues": ["issue1", "issue2"] }}""" message = client.messages.create( model="claude-sonnet-4-6", max_tokens=500, messages=[{"role": "user", "content": prompt}] ) return ReferenceEvaluation(**json.loads(message.content[0].text)) ``` ## Human Evaluation Frameworks ### Annotation Guidelines ```python from dataclasses import dataclass, field from typing import Optional @dataclass class AnnotationTask: """Structure for human annotation task.""" response: str question: str context: Optional[str] = None def get_annotation_form(self) -> dict: return { "question": self.question, "context": self.context, "response": self.response, "ratings": { "accuracy": { "scale": "1-5", "description": "Is the response factually correct?" }, "relevance": { "scale": "1-5", "description": "Does it answer the question?" }, "coherence": { "scale": "1-5", "description": "Is it logically consistent?" } }, "issues": { "factual_error": False, "hallucination": False, "off_topic": False, "unsafe_content": False }, "feedback": "" } ``` ### Inter-Rater Agreement ```python from sklearn.metrics import cohen_kappa_score def calculate_agreement( rater1_scores: list[int], rater2_scores: list[int] ) -> dict: """Calculate inter-rater agreement.""" kappa = cohen_kappa_score(rater1_scores, rater2_scores) if kappa < 0: interpretation = "Poor" elif kappa < 0.2: interpretation = "Slight" elif kappa < 0.4: interpretation = "Fair" elif kappa < 0.6: interpretation = "Moderate" elif kappa < 0.8: interpretation = "Substantial" else: interpretation = "Almost Perfect" return { "kappa": kappa, "interpretation": interpretation } ``` ## A/B Testing ### Statistical Testing Framework ```python from scipy import stats import numpy as np from dataclasses import dataclass, field @dataclass class ABTest: variant_a_name: str = "A" variant_b_name: str = "B" variant_a_scores: list[float] = field(default_factory=list) variant_b_scores: list[float] = field(default_factory=list) def add_result(self, variant: str, score: float): """Add evaluation result for a variant.""" if variant == "A": self.variant_a_scores.append(score) else: self.variant_b_scores.append(score) def analyze(self, alpha: float = 0.05) -> dict: """Perform statistical analysis.""" a_scores = np.array(self.variant_a_scores) b_scores = np.array(self.variant_b_scores) # T-test t_stat, p_value = stats.ttest_ind(a_scores, b_scores) # Effect size (Cohen's d) pooled_std = np.sqrt((np.std(a_scores)**2 + np.std(b_scores)**2) / 2) cohens_d = (np.mean(b_scores) - np.mean(a_scores)) / pooled_std return { "variant_a_mean": np.mean(a_scores), "variant_b_mean": np.mean(b_scores), "difference": np.mean(b_scores) - np.mean(a_scores), "relative_improvement": (np.mean(b_scores) - np.mean(a_scores)) / np.mean(a_scores), "p_value": p_value, "statistically_significant": p_value < alpha, "cohens_d": cohens_d, "effect_size": self._interpret_cohens_d(cohens_d), "winner": self.variant_b_name if np.mean(b_scores) > np.mean(a_scores) else self.variant_a_name } @staticmethod def _interpret_cohens_d(d: float) -> str: """Interpret Cohen's d effect size.""" abs_d = abs(d) if abs_d < 0.2: return "negligible" elif abs_d < 0.5: return "small" elif abs_d < 0.8: return "medium" else: return "large" ``` ## Regression Testing ### Regression Detection ```python from dataclasses import dataclass @dataclass class RegressionResult: metric: str baseline: float current: float change: float is_regression: bool class RegressionDetector: def __init__(self, baseline_results: dict, threshold: float = 0.05): self.baseline = baseline_results self.threshold = threshold def check_for_regression(self, new_results: dict) -> dict: """Detect if new results show regression.""" regressions = [] for metric in self.baseline.keys(): baseline_score = self.baseline[metric] new_score = new_results.get(metric) if new_score is None: continue # Calculate relative change relative_change = (new_score - baseline_score) / baseline_score # Flag if significant decrease is_regression = relative_change < -self.threshold if is_regression: regressions.append(RegressionResult( metric=metric, baseline=baseline_score, current=new_score, change=relative_change, is_regression=True )) return { "has_regression": len(regressions) > 0, "regressions": regressions, "summary": f"{len(regressions)} metric(s) regressed" } ``` ## LangSmith Evaluation Integration ```python from langsmith import Client from langsmith.evaluation import evaluate, LangChainStringEvaluator # Initialize LangSmith client client = Client() # Create dataset dataset = client.create_dataset("qa_test_cases") client.create_examples( inputs=[{"question": q} for q in questions], outputs=[{"answer": a} for a in expected_answers], dataset_id=dataset.id ) # Define evaluators evaluators = [ LangChainStringEvaluator("qa"), # QA correctness LangChainStringEvaluator("context_qa"), # Context-grounded QA LangChainStringEvaluator("cot_qa"), # Chain-of-thought QA ] # Run evaluation async def target_function(inputs: dict) -> dict: result = await your_chain.ainvoke(inputs) return {"answer": result} experiment_results = await evaluate( target_function, data=dataset.name, evaluators=evaluators, experiment_prefix="v1.0.0", metadata={"model": "claude-sonnet-4-6", "version": "1.0.0"} ) print(f"Mean score: {experiment_results.aggregate_metrics['qa']['mean']}") ``` ## Benchmarking ### Running Benchmarks ```python from dataclasses import dataclass import numpy as np @dataclass class BenchmarkResult: metric: str mean: float std: float min: float max: float class BenchmarkRunner: def __init__(self, benchmark_dataset: list[dict]): self.dataset = benchmark_dataset async def run_benchmark( self, model, metrics: list[Metric] ) -> dict[str, BenchmarkResult]: """Run model on benchmark and calculate metrics.""" results = {metric.name: [] for metric in metrics} for example in self.dataset: # Generate prediction prediction = await model.predict(example["input"]) # Calculate each metric for metric in metrics: score = metric.fn( prediction=prediction, reference=example["reference"], context=example.get("context") ) results[metric.name].append(score) # Aggregate results return { metric: BenchmarkResult( metric=metric, mean=np.mean(scores), std=np.std(scores), min=min(scores), max=max(scores) ) for metric, scores in results.items() } ``` ## Resources - [LangSmith Evaluation Guide](https://docs.smith.langchain.com/evaluation) - [RAGAS Framework](https://docs.ragas.io/) - [DeepEval Library](https://docs.deepeval.com/) - [Arize Phoenix](https://docs.arize.com/phoenix/) - [HELM Benchmark](https://crfm.stanford.edu/helm/) ## Best Practices 1. **Multiple Metrics**: Use diverse metrics for comprehensive view 2. **Representative Data**: Test on real-world, diverse examples 3. **Baselines**: Always compare against baseline performance 4. **Statistical Rigor**: Use proper statistical tests for comparisons 5. **Continuous Evaluation**: Integrate into CI/CD pipeline 6. **Human Validation**: Combine automated metrics with human judgment 7. **Error Analysis**: Investigate failures to understand weaknesses 8. **Version Control**: Track evaluation results over time ## Common Pitfalls - **Single Metric Obsession**: Optimizing for one metric at the expense of others - **Small Sample Size**: Drawing conclusions from too few examples - **Data Contamination**: Testing on training data - **Ignoring Variance**: Not accounting for statistical uncertainty - **Metric Mismatch**: Using metrics not aligned with business goals - **Position Bias**: In pairwise evals, randomize order - **Overfitting Prompts**: Optimizing for test set instead of real use
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šŸ¤– Auto-discovered
šŸ¤–system prompt•7 months ago

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 → preparation → training → validation → deployment → monitoring. ## When to Use This Skill - Building new ML pipelines from scratch - Designing workflow orchestration for ML systems - Implementing data → model → 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 → train → 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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šŸ¤– Auto-discovered
šŸ¤–system prompt•7 months ago

bats-testing-patterns

Master Bash Automated Testing System (Bats) for comprehensive shell

coding
⭐1
# Bats Testing Patterns Comprehensive guidance for writing comprehensive unit tests for shell scripts using Bats (Bash Automated Testing System), including test patterns, fixtures, and best practices for production-grade shell testing. ## When to Use This Skill - Writing unit tests for shell scripts - Implementing test-driven development (TDD) for scripts - Setting up automated testing in CI/CD pipelines - Testing edge cases and error conditions - Validating behavior across different shell environments - Building maintainable test suites for scripts - Creating fixtures for complex test scenarios - Testing multiple shell dialects (bash, sh, dash) ## Bats Fundamentals ### What is Bats? Bats (Bash Automated Testing System) is a TAP (Test Anything Protocol) compliant testing framework for shell scripts that provides: - Simple, natural test syntax - TAP output format compatible with CI systems - Fixtures and setup/teardown support - Assertion helpers - Parallel test execution ### Installation ```bash # macOS with Homebrew brew install bats-core # Ubuntu/Debian git clone https://github.com/bats-core/bats-core.git cd bats-core ./install.sh /usr/local # From npm (Node.js) npm install --global bats # Verify installation bats --version ``` ### File Structure ``` project/ ā”œā”€ā”€ bin/ │ ā”œā”€ā”€ script.sh │ └── helper.sh ā”œā”€ā”€ tests/ │ ā”œā”€ā”€ test_script.bats │ ā”œā”€ā”€ test_helper.sh │ ā”œā”€ā”€ fixtures/ │ │ ā”œā”€ā”€ input.txt │ │ └── expected_output.txt │ └── helpers/ │ └── mocks.bash └── README.md ``` ## Basic Test Structure ### Simple Test File ```bash #!/usr/bin/env bats # Load test helper if present load test_helper # Setup runs before each test setup() { export TMPDIR=$(mktemp -d) } # Teardown runs after each test teardown() { rm -rf "$TMPDIR" } # Test: simple assertion @test "Function returns 0 on success" { run my_function "input" [ "$status" -eq 0 ] } # Test: output verification @test "Function outputs correct result" { run my_function "test" [ "$output" = "expected output" ] } # Test: error handling @test "Function returns 1 on missing argument" { run my_function [ "$status" -eq 1 ] } ``` ## Assertion Patterns ### Exit Code Assertions ```bash #!/usr/bin/env bats @test "Command succeeds" { run true [ "$status" -eq 0 ] } @test "Command fails as expected" { run false [ "$status" -ne 0 ] } @test "Command returns specific exit code" { run my_function --invalid [ "$status" -eq 127 ] } @test "Can capture command result" { run echo "hello" [ $status -eq 0 ] [ "$output" = "hello" ] } ``` ### Output Assertions ```bash #!/usr/bin/env bats @test "Output matches string" { result=$(echo "hello world") [ "$result" = "hello world" ] } @test "Output contains substring" { result=$(echo "hello world") [[ "$result" == *"world"* ]] } @test "Output matches pattern" { result=$(date +%Y) [[ "$result" =~ ^[0-9]{4}$ ]] } @test "Multi-line output" { run printf "line1\nline2\nline3" [ "$output" = "line1 line2 line3" ] } @test "Lines variable contains output" { run printf "line1\nline2\nline3" [ "${lines[0]}" = "line1" ] [ "${lines[1]}" = "line2" ] [ "${lines[2]}" = "line3" ] } ``` ### File Assertions ```bash #!/usr/bin/env bats @test "File is created" { [ ! -f "$TMPDIR/output.txt" ] my_function > "$TMPDIR/output.txt" [ -f "$TMPDIR/output.txt" ] } @test "File contents match expected" { my_function > "$TMPDIR/output.txt" [ "$(cat "$TMPDIR/output.txt")" = "expected content" ] } @test "File is readable" { touch "$TMPDIR/test.txt" [ -r "$TMPDIR/test.txt" ] } @test "File has correct permissions" { touch "$TMPDIR/test.txt" chmod 644 "$TMPDIR/test.txt" [ "$(stat -f %OLp "$TMPDIR/test.txt")" = "644" ] } @test "File size is correct" { echo -n "12345" > "$TMPDIR/test.txt" [ "$(wc -c < "$TMPDIR/test.txt")" -eq 5 ] } ``` ## Setup and Teardown Patterns ### Basic Setup and Teardown ```bash #!/usr/bin/env bats setup() { # Create test directory TEST_DIR=$(mktemp -d) export TEST_DIR # Source script under test source "${BATS_TEST_DIRNAME}/../bin/script.sh" } teardown() { # Clean up temporary directory rm -rf "$TEST_DIR" } @test "Test using TEST_DIR" { touch "$TEST_DIR/file.txt" [ -f "$TEST_DIR/file.txt" ] } ``` ### Setup with Resources ```bash #!/usr/bin/env bats setup() { # Create directory structure mkdir -p "$TMPDIR/data/input" mkdir -p "$TMPDIR/data/output" # Create test fixtures echo "line1" > "$TMPDIR/data/input/file1.txt" echo "line2" > "$TMPDIR/data/input/file2.txt" # Initialize environment export DATA_DIR="$TMPDIR/data" export INPUT_DIR="$DATA_DIR/input" export OUTPUT_DIR="$DATA_DIR/output" } teardown() { rm -rf "$TMPDIR/data" } @test "Processes input files" { run my_process_script "$INPUT_DIR" "$OUTPUT_DIR" [ "$status" -eq 0 ] [ -f "$OUTPUT_DIR/file1.txt" ] } ``` ### Global Setup/Teardown ```bash #!/usr/bin/env bats # Load shared setup from test_helper.sh load test_helper # setup_file runs once before all tests setup_file() { export SHARED_RESOURCE=$(mktemp -d) echo "Expensive setup" > "$SHARED_RESOURCE/data.txt" } # teardown_file runs once after all tests teardown_file() { rm -rf "$SHARED_RESOURCE" } @test "First test uses shared resource" { [ -f "$SHARED_RESOURCE/data.txt" ] } @test "Second test uses shared resource" { [ -d "$SHARED_RESOURCE" ] } ``` ## Mocking and Stubbing Patterns ### Function Mocking ```bash #!/usr/bin/env bats # Mock external command my_external_tool() { echo "mocked output" return 0 } @test "Function uses mocked tool" { export -f my_external_tool run my_function [[ "$output" == *"mocked output"* ]] } ``` ### Command Stubbing ```bash #!/usr/bin/env bats setup() { # Create stub directory STUBS_DIR="$TMPDIR/stubs" mkdir -p "$STUBS_DIR" # Add to PATH export PATH="$STUBS_DIR:$PATH" } create_stub() { local cmd="$1" local output="$2" local code="${3:-0}" cat > "$STUBS_DIR/$cmd" <<EOF #!/bin/bash echo "$output" exit $code EOF chmod +x "$STUBS_DIR/$cmd" } @test "Function works with stubbed curl" { create_stub curl "{ \"status\": \"ok\" }" 0 run my_api_function [ "$status" -eq 0 ] } ``` ### Variable Stubbing ```bash #!/usr/bin/env bats @test "Function handles environment override" { export MY_SETTING="override_value" run my_function [ "$status" -eq 0 ] [[ "$output" == *"override_value"* ]] } @test "Function uses default when var unset" { unset MY_SETTING run my_function [ "$status" -eq 0 ] [[ "$output" == *"default"* ]] } ``` ## Fixture Management ### Using Fixture Files ```bash #!/usr/bin/env bats # Fixture directory: tests/fixtures/ setup() { FIXTURES_DIR="${BATS_TEST_DIRNAME}/fixtures" WORK_DIR=$(mktemp -d) export WORK_DIR } teardown() { rm -rf "$WORK_DIR" } @test "Process fixture file" { # Copy fixture to work directory cp "$FIXTURES_DIR/input.txt" "$WORK_DIR/input.txt" # Run function run my_process_function "$WORK_DIR/input.txt" # Compare output diff "$WORK_DIR/output.txt" "$FIXTURES_DIR/expected_output.txt" } ``` ### Dynamic Fixture Generation ```bash #!/usr/bin/env bats generate_fixture() { local lines="$1" local file="$2" for i in $(seq 1 "$lines"); do echo "Line $i content" >> "$file" done } @test "Handle large input file" { generate_fixture 1000 "$TMPDIR/large.txt" run my_function "$TMPDIR/large.txt" [ "$status" -eq 0 ] [ "$(wc -l < "$TMPDIR/large.txt")" -eq 1000 ] } ``` ## Advanced Patterns ### Testing Error Conditions ```bash #!/usr/bin/env bats @test "Function fails with missing file" { run my_function "/nonexistent/file.txt" [ "$status" -ne 0 ] [[ "$output" == *"not found"* ]] } @test "Function fails with invalid input" { run my_function "" [ "$status" -ne 0 ] } @test "Function fails with permission denied" { touch "$TMPDIR/readonly.txt" chmod 000 "$TMPDIR/readonly.txt" run my_function "$TMPDIR/readonly.txt" [ "$status" -ne 0 ] chmod 644 "$TMPDIR/readonly.txt" # Cleanup } @test "Function provides helpful error message" { run my_function --invalid-option [ "$status" -ne 0 ] [[ "$output" == *"Usage:"* ]] } ``` ### Testing with Dependencies ```bash #!/usr/bin/env bats setup() { # Check for required tools if ! command -v jq &>/dev/null; then skip "jq is not installed" fi export SCRIPT="${BATS_TEST_DIRNAME}/../bin/script.sh" } @test "JSON parsing works" { skip_if ! command -v jq &>/dev/null run my_json_parser '{"key": "value"}' [ "$status" -eq 0 ] } ``` ### Testing Shell Compatibility ```bash #!/usr/bin/env bats @test "Script works in bash" { bash "${BATS_TEST_DIRNAME}/../bin/script.sh" arg1 } @test "Script works in sh (POSIX)" { sh "${BATS_TEST_DIRNAME}/../bin/script.sh" arg1 } @test "Script works in dash" { if command -v dash &>/dev/null; then dash "${BATS_TEST_DIRNAME}/../bin/script.sh" arg1 else skip "dash not installed" fi } ``` ### Parallel Execution ```bash #!/usr/bin/env bats @test "Multiple independent operations" { run bash -c 'for i in {1..10}; do my_operation "$i" & done wait' [ "$status" -eq 0 ] } @test "Concurrent file operations" { for i in {1..5}; do my_function "$TMPDIR/file$i" & done wait [ -f "$TMPDIR/file1" ] [ -f "$TMPDIR/file5" ] } ``` ## Test Helper Pattern ### test_helper.sh ```bash #!/usr/bin/env bash # Source script under test export SCRIPT_DIR="${BATS_TEST_DIRNAME%/*}/bin" # Common test utilities assert_file_exists() { if [ ! -f "$1" ]; then echo "Expected file to exist: $1" return 1 fi } assert_file_equals() { local file="$1" local expected="$2" if [ ! -f "$file" ]; then echo "File does not exist: $file" return 1 fi local actual=$(cat "$file") if [ "$actual" != "$expected" ]; then echo "File contents do not match" echo "Expected: $expected" echo "Actual: $actual" return 1 fi } # Create temporary test directory setup_test_dir() { export TEST_DIR=$(mktemp -d) } cleanup_test_dir() { rm -rf "$TEST_DIR" } ``` ## Integration with CI/CD ### GitHub Actions Workflow ```yaml name: Tests on: [push, pull_request] jobs: test: runs-on: ubuntu-latest steps: - uses: actions/checkout@v3 - name: Install Bats run: | npm install --global bats - name: Run Tests run: | bats tests/*.bats - name: Run Tests with Tap Reporter run: | bats tests/*.bats --tap | tee test_output.tap ``` ### Makefile Integration ```makefile .PHONY: test test-verbose test-tap test: bats tests/*.bats test-verbose: bats tests/*.bats --verbose test-tap: bats tests/*.bats --tap test-parallel: bats tests/*.bats --parallel 4 coverage: test # Optional: Generate coverage reports ``` ## Best Practices 1. **Test one thing per test** - Single responsibility principle 2. **Use descriptive test names** - Clearly states what is being tested 3. **Clean up after tests** - Always remove temporary files in teardown 4. **Test both success and failure paths** - Don't just test happy path 5. **Mock external dependencies** - Isolate unit under test 6. **Use fixtures for complex data** - Makes tests more readable 7. **Run tests in CI/CD** - Catch regressions early 8. **Test across shell dialects** - Ensure portability 9. **Keep tests fast** - Run in parallel when possible 10. **Document complex test setup** - Explain unusual patterns ## Resources - **Bats GitHub**: https://github.com/bats-core/bats-core - **Bats Documentation**: https://bats-core.readthedocs.io/ - **TAP Protocol**: https://testanything.org/ - **Test-Driven Development**: https://en.wikipedia.org/wiki/Test-driven_development
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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: ā”œā”€ā”€ 15 min: Write handoff document └── 15 min: Sync call with incoming Incoming: ā”œā”€ā”€ 15 min: Review handoff document ā”œā”€ā”€ 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 --- ## šŸ”“ 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 --- ## šŸ“‹ 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 --- ## āš ļø 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) --- ## šŸ“… 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 | --- ## šŸ“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 | --- ## šŸ”§ 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 → @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 → 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 → @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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