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πŸ“textβ€’3 hours ago

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

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

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

Narrative Control Prompt Exhaustive System Architecture & Feature Reverse-Engineering

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

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

Hook Observability and Session Replay

Instrument hooks with replayable logs, task-state visibility, and non-blocking observability around agent sessions.

devops
⭐1
# Hook Observability and Session Replay Imported from curated first-party documentation sources. ## What this covers Use this skill when you need to understand what hooks fired, what they emitted, and how a session can be replayed after the fact. ## Use this when - Debugging hook-driven automation - Replaying session events after failures - Adding observability without blocking interactive work ## Expected outcomes - Hook activity becomes inspectable and replayable - Operational state survives beyond a single terminal session - Observability stays useful without overwhelming operators ## Source synthesis - EVOKORE-MCP/docs/VOICE_AND_HOOKS.md (https://github.com/mattmre/EVOKORE-MCP/blob/main/docs/VOICE_AND_HOOKS.md) - EVOKORE-MCP/docs/USE_CASES_AND_WALKTHROUGHS.md (https://github.com/mattmre/EVOKORE-MCP/blob/main/docs/USE_CASES_AND_WALKTHROUGHS.md) ## Dedupe notes Focuses on replay and observability instead of importing the broader voice-sidecar guide verbatim. ## Source excerpts ### EVOKORE-MCP/docs/VOICE_AND_HOOKS.md EVOKORE currently has three separate voice-related systems plus a set of hook and observability utilities. They overlap in operator workflows, but they are not the same runtime. ## The three voice-related systems ### 1. ElevenLabs MCP proxy This is the optional `elevenlabs` child server configured in `mcp.config.json`. What it is: - proxied through the EVOKORE router - exposed as prefixed MCP tools - available to any EVOKORE-connected MCP client when configured successfully What it is for: - text-to-speech and other ElevenLabs MCP operations as tools - routing voice-related actions through the standard EVOKORE proxy/security stack Requirements: - `uvx` available on PATH - `ELEVENLABS_API_KEY` set ### 2. VoiceMode VoiceMode is a separate voice-conversation system for Claude Code. What it is: - registered separately from EVOKORE - not routed through EVOKOREÒ€ℒs stdio server - used for bidirectional voice conversation in Claude Code What it is for: - speaking to Claude and hearing spoken responses - using `OPENAI_API_KEY` and VoiceModeÒ€ℒs own runtime Windows note: - VoiceMode relies on `uvx` being directly available - set `OPENAI_API_KEY` in the shell that launches Claude Code ### 3. VoiceSidecar VoiceSidecar is a standalone WebSocket server implemented in `src/Voice ... ### EVOKORE-MCP/docs/USE_CASES_AND_WALKTHROUGHS.md This guide turns the runtime contracts into practical operator flows. ## Walkthrough 1: Adopt a workflow from the skill library Use this when you want EVOKORE to retrieve process guidance before the model starts acting. ### Goal Find and adopt an existing workflow such as `session-wrap`. ### Steps 1. Ask the client to search skills: ```text Search the MCP for a workflow about session wrap-up and continuity. ``` 2. EVOKORE uses `search_skills` and returns matching skills. 3. Ask for a specific skill: ```text Show me help for the session-wrap skill. ``` 4. EVOKORE uses `get_skill_help` and returns the skillÒ€ℒs internal instructions. 5. For broader task matching, ask: ```text Resolve a workflow for wrapping this session, documenting open risks, and preparing the next handoff. ``` 6. EVOKORE uses `resolve_workflow` and injects the top 1-3 relevant workflows directly into the tool response. ### Why this matters - keeps the model grounded in repo-specific process - reduces prompt drift - makes handoff and governance behavior repeatable ## Walkthrough 2: Use a proxied tool that requires HITL approval Use this when the tool is configured as `require_approval` in `permissions.yml`. ### Goal Allow a protected proxied tool call such as `fs_write_f ...
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πŸ‘οΈ0
docs
πŸ€–system promptβ€’7 months ago

fastapi-templates

Create production-ready FastAPI projects with async patterns,

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

event-store-design

Design and implement event stores for event-sourced systems. Use

coding
⭐1
# Event Store Design Comprehensive guide to designing event stores for event-sourced applications. ## When to Use This Skill - Designing event sourcing infrastructure - Choosing between event store technologies - Implementing custom event stores - Optimizing event storage and retrieval - Setting up event store schemas - Planning for event store scaling ## Core Concepts ### 1. Event Store Architecture ``` β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Event Store β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β”‚ Stream 1 β”‚ β”‚ Stream 2 β”‚ β”‚ Stream 3 β”‚ β”‚ β”‚ β”‚ (Aggregate) β”‚ β”‚ (Aggregate) β”‚ β”‚ (Aggregate) β”‚ β”‚ β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ β”‚ β”‚ Event 1 β”‚ β”‚ Event 1 β”‚ β”‚ Event 1 β”‚ β”‚ β”‚ β”‚ Event 2 β”‚ β”‚ Event 2 β”‚ β”‚ Event 2 β”‚ β”‚ β”‚ β”‚ Event 3 β”‚ β”‚ ... β”‚ β”‚ Event 3 β”‚ β”‚ β”‚ β”‚ ... β”‚ β”‚ β”‚ β”‚ Event 4 β”‚ β”‚ β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ Global Position: 1 β†’ 2 β†’ 3 β†’ 4 β†’ 5 β†’ 6 β†’ ... β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ### 2. Event Store Requirements | Requirement | Description | | ----------------- | ---------------------------------- | | **Append-only** | Events are immutable, only appends | | **Ordered** | Per-stream and global ordering | | **Versioned** | Optimistic concurrency control | | **Subscriptions** | Real-time event notifications | | **Idempotent** | Handle duplicate writes safely | ## Technology Comparison | Technology | Best For | Limitations | | ---------------- | ------------------------- | -------------------------------- | | **EventStoreDB** | Pure event sourcing | Single-purpose | | **PostgreSQL** | Existing Postgres stack | Manual implementation | | **Kafka** | High-throughput streaming | Not ideal for per-stream queries | | **DynamoDB** | Serverless, AWS-native | Query limitations | | **Marten** | .NET ecosystems | .NET specific | ## Templates ### Template 1: PostgreSQL Event Store Schema ```sql -- Events table CREATE TABLE events ( id UUID PRIMARY KEY DEFAULT gen_random_uuid(), stream_id VARCHAR(255) NOT NULL, stream_type VARCHAR(255) NOT NULL, event_type VARCHAR(255) NOT NULL, event_data JSONB NOT NULL, metadata JSONB DEFAULT '{}', version BIGINT NOT NULL, global_position BIGSERIAL, created_at TIMESTAMPTZ DEFAULT NOW(), CONSTRAINT unique_stream_version UNIQUE (stream_id, version) ); -- Index for stream queries CREATE INDEX idx_events_stream_id ON events(stream_id, version); -- Index for global subscription CREATE INDEX idx_events_global_position ON events(global_position); -- Index for event type queries CREATE INDEX idx_events_event_type ON events(event_type); -- Index for time-based queries CREATE INDEX idx_events_created_at ON events(created_at); -- Snapshots table CREATE TABLE snapshots ( stream_id VARCHAR(255) PRIMARY KEY, stream_type VARCHAR(255) NOT NULL, snapshot_data JSONB NOT NULL, version BIGINT NOT NULL, created_at TIMESTAMPTZ DEFAULT NOW() ); -- Subscriptions checkpoint table CREATE TABLE subscription_checkpoints ( subscription_id VARCHAR(255) PRIMARY KEY, last_position BIGINT NOT NULL DEFAULT 0, updated_at TIMESTAMPTZ DEFAULT NOW() ); ``` ### Template 2: Python Event Store Implementation ```python from dataclasses import dataclass, field from datetime import datetime from typing import Any, Optional, List from uuid import UUID, uuid4 import json import asyncpg @dataclass class Event: stream_id: str event_type: str data: dict metadata: dict = field(default_factory=dict) event_id: UUID = field(default_factory=uuid4) version: Optional[int] = None global_position: Optional[int] = None created_at: datetime = field(default_factory=datetime.utcnow) class EventStore: def __init__(self, pool: asyncpg.Pool): self.pool = pool async def append_events( self, stream_id: str, stream_type: str, events: List[Event], expected_version: Optional[int] = None ) -> List[Event]: """Append events to a stream with optimistic concurrency.""" async with self.pool.acquire() as conn: async with conn.transaction(): # Check expected version if expected_version is not None: current = await conn.fetchval( "SELECT MAX(version) FROM events WHERE stream_id = $1", stream_id ) current = current or 0 if current != expected_version: raise ConcurrencyError( f"Expected version {expected_version}, got {current}" ) # Get starting version start_version = await conn.fetchval( "SELECT COALESCE(MAX(version), 0) + 1 FROM events WHERE stream_id = $1", stream_id ) # Insert events saved_events = [] for i, event in enumerate(events): event.version = start_version + i row = await conn.fetchrow( """ INSERT INTO events (id, stream_id, stream_type, event_type, event_data, metadata, version, created_at) VALUES ($1, $2, $3, $4, $5, $6, $7, $8) RETURNING global_position """, event.event_id, stream_id, stream_type, event.event_type, json.dumps(event.data), json.dumps(event.metadata), event.version, event.created_at ) event.global_position = row['global_position'] saved_events.append(event) return saved_events async def read_stream( self, stream_id: str, from_version: int = 0, limit: int = 1000 ) -> List[Event]: """Read events from a stream.""" async with self.pool.acquire() as conn: rows = await conn.fetch( """ SELECT id, stream_id, event_type, event_data, metadata, version, global_position, created_at FROM events WHERE stream_id = $1 AND version >= $2 ORDER BY version LIMIT $3 """, stream_id, from_version, limit ) return [self._row_to_event(row) for row in rows] async def read_all( self, from_position: int = 0, limit: int = 1000 ) -> List[Event]: """Read all events globally.""" async with self.pool.acquire() as conn: rows = await conn.fetch( """ SELECT id, stream_id, event_type, event_data, metadata, version, global_position, created_at FROM events WHERE global_position > $1 ORDER BY global_position LIMIT $2 """, from_position, limit ) return [self._row_to_event(row) for row in rows] async def subscribe( self, subscription_id: str, handler, from_position: int = 0, batch_size: int = 100 ): """Subscribe to all events from a position.""" # Get checkpoint async with self.pool.acquire() as conn: checkpoint = await conn.fetchval( """ SELECT last_position FROM subscription_checkpoints WHERE subscription_id = $1 """, subscription_id ) position = checkpoint or from_position while True: events = await self.read_all(position, batch_size) if not events: await asyncio.sleep(1) # Poll interval continue for event in events: await handler(event) position = event.global_position # Save checkpoint async with self.pool.acquire() as conn: await conn.execute( """ INSERT INTO subscription_checkpoints (subscription_id, last_position) VALUES ($1, $2) ON CONFLICT (subscription_id) DO UPDATE SET last_position = $2, updated_at = NOW() """, subscription_id, position ) def _row_to_event(self, row) -> Event: return Event( event_id=row['id'], stream_id=row['stream_id'], event_type=row['event_type'], data=json.loads(row['event_data']), metadata=json.loads(row['metadata']), version=row['version'], global_position=row['global_position'], created_at=row['created_at'] ) class ConcurrencyError(Exception): """Raised when optimistic concurrency check fails.""" pass ``` ### Template 3: EventStoreDB Usage ```python from esdbclient import EventStoreDBClient, NewEvent, StreamState import json # Connect client = EventStoreDBClient(uri="esdb://localhost:2113?tls=false") # Append events def append_events(stream_name: str, events: list, expected_revision=None): new_events = [ NewEvent( type=event['type'], data=json.dumps(event['data']).encode(), metadata=json.dumps(event.get('metadata', {})).encode() ) for event in events ] if expected_revision is None: state = StreamState.ANY elif expected_revision == -1: state = StreamState.NO_STREAM else: state = expected_revision return client.append_to_stream( stream_name=stream_name, events=new_events, current_version=state ) # Read stream def read_stream(stream_name: str, from_revision: int = 0): events = client.get_stream( stream_name=stream_name, stream_position=from_revision ) return [ { 'type': event.type, 'data': json.loads(event.data), 'metadata': json.loads(event.metadata) if event.metadata else {}, 'stream_position': event.stream_position, 'commit_position': event.commit_position } for event in events ] # Subscribe to all async def subscribe_to_all(handler, from_position: int = 0): subscription = client.subscribe_to_all(commit_position=from_position) async for event in subscription: await handler({ 'type': event.type, 'data': json.loads(event.data), 'stream_id': event.stream_name, 'position': event.commit_position }) # Category projection ($ce-Category) def read_category(category: str): """Read all events for a category using system projection.""" return read_stream(f"$ce-{category}") ``` ### Template 4: DynamoDB Event Store ```python import boto3 from boto3.dynamodb.conditions import Key from datetime import datetime import json import uuid class DynamoEventStore: def __init__(self, table_name: str): self.dynamodb = boto3.resource('dynamodb') self.table = self.dynamodb.Table(table_name) def append_events(self, stream_id: str, events: list, expected_version: int = None): """Append events with conditional write for concurrency.""" with self.table.batch_writer() as batch: for i, event in enumerate(events): version = (expected_version or 0) + i + 1 item = { 'PK': f"STREAM#{stream_id}", 'SK': f"VERSION#{version:020d}", 'GSI1PK': 'EVENTS', 'GSI1SK': datetime.utcnow().isoformat(), 'event_id': str(uuid.uuid4()), 'stream_id': stream_id, 'event_type': event['type'], 'event_data': json.dumps(event['data']), 'version': version, 'created_at': datetime.utcnow().isoformat() } batch.put_item(Item=item) return events def read_stream(self, stream_id: str, from_version: int = 0): """Read events from a stream.""" response = self.table.query( KeyConditionExpression=Key('PK').eq(f"STREAM#{stream_id}") & Key('SK').gte(f"VERSION#{from_version:020d}") ) return [ { 'event_type': item['event_type'], 'data': json.loads(item['event_data']), 'version': item['version'] } for item in response['Items'] ] # Table definition (CloudFormation/Terraform) """ DynamoDB Table: - PK (Partition Key): String - SK (Sort Key): String - GSI1PK, GSI1SK for global ordering Capacity: On-demand or provisioned based on throughput needs """ ``` ## Best Practices ### Do's - **Use stream IDs that include aggregate type** - `Order-{uuid}` - **Include correlation/causation IDs** - For tracing - **Version events from day one** - Plan for schema evolution - **Implement idempotency** - Use event IDs for deduplication - **Index appropriately** - For your query patterns ### Don'ts - **Don't update or delete events** - They're immutable facts - **Don't store large payloads** - Keep events small - **Don't skip optimistic concurrency** - Prevents data corruption - **Don't ignore backpressure** - Handle slow consumers ## Resources - [EventStoreDB](https://www.eventstore.com/) - [Marten Events](https://martendb.io/events/) - [Event Sourcing Pattern](https://docs.microsoft.com/en-us/azure/architecture/patterns/event-sourcing)
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microservices-patterns

Design microservices architectures with service boundaries,

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

cqrs-implementation

Implement Command Query Responsibility Segregation for scalable

coding
⭐1
# CQRS Implementation Comprehensive guide to implementing CQRS (Command Query Responsibility Segregation) patterns. ## When to Use This Skill - Separating read and write concerns - Scaling reads independently from writes - Building event-sourced systems - Optimizing complex query scenarios - Different read/write data models needed - High-performance reporting requirements ## Core Concepts ### 1. CQRS Architecture ``` β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Client β”‚ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ β”‚ β–Ό β–Ό β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Commands β”‚ β”‚ Queries β”‚ β”‚ API β”‚ β”‚ API β”‚ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β–Ό β–Ό β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Command β”‚ β”‚ Query β”‚ β”‚ Handlers β”‚ β”‚ Handlers β”‚ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β–Ό β–Ό β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Write │─────────►│ Read β”‚ β”‚ Model β”‚ Events β”‚ Model β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ### 2. Key Components | Component | Responsibility | | ------------------- | ------------------------------- | | **Command** | Intent to change state | | **Command Handler** | Validates and executes commands | | **Event** | Record of state change | | **Query** | Request for data | | **Query Handler** | Retrieves data from read model | | **Projector** | Updates read model from events | ## Templates ### Template 1: Command Infrastructure ```python from abc import ABC, abstractmethod from dataclasses import dataclass from typing import TypeVar, Generic, Dict, Any, Type from datetime import datetime import uuid # Command base @dataclass class Command: command_id: str = None timestamp: datetime = None def __post_init__(self): self.command_id = self.command_id or str(uuid.uuid4()) self.timestamp = self.timestamp or datetime.utcnow() # Concrete commands @dataclass class CreateOrder(Command): customer_id: str items: list shipping_address: dict @dataclass class AddOrderItem(Command): order_id: str product_id: str quantity: int price: float @dataclass class CancelOrder(Command): order_id: str reason: str # Command handler base T = TypeVar('T', bound=Command) class CommandHandler(ABC, Generic[T]): @abstractmethod async def handle(self, command: T) -> Any: pass # Command bus class CommandBus: def __init__(self): self._handlers: Dict[Type[Command], CommandHandler] = {} def register(self, command_type: Type[Command], handler: CommandHandler): self._handlers[command_type] = handler async def dispatch(self, command: Command) -> Any: handler = self._handlers.get(type(command)) if not handler: raise ValueError(f"No handler for {type(command).__name__}") return await handler.handle(command) # Command handler implementation class CreateOrderHandler(CommandHandler[CreateOrder]): def __init__(self, order_repository, event_store): self.order_repository = order_repository self.event_store = event_store async def handle(self, command: CreateOrder) -> str: # Validate if not command.items: raise ValueError("Order must have at least one item") # Create aggregate order = Order.create( customer_id=command.customer_id, items=command.items, shipping_address=command.shipping_address ) # Persist events await self.event_store.append_events( stream_id=f"Order-{order.id}", stream_type="Order", events=order.uncommitted_events ) return order.id ``` ### Template 2: Query Infrastructure ```python from abc import ABC, abstractmethod from dataclasses import dataclass from typing import TypeVar, Generic, List, Optional # Query base @dataclass class Query: pass # Concrete queries @dataclass class GetOrderById(Query): order_id: str @dataclass class GetCustomerOrders(Query): customer_id: str status: Optional[str] = None page: int = 1 page_size: int = 20 @dataclass class SearchOrders(Query): query: str filters: dict = None sort_by: str = "created_at" sort_order: str = "desc" # Query result types @dataclass class OrderView: order_id: str customer_id: str status: str total_amount: float item_count: int created_at: datetime shipped_at: Optional[datetime] = None @dataclass class PaginatedResult(Generic[T]): items: List[T] total: int page: int page_size: int @property def total_pages(self) -> int: return (self.total + self.page_size - 1) // self.page_size # Query handler base T = TypeVar('T', bound=Query) R = TypeVar('R') class QueryHandler(ABC, Generic[T, R]): @abstractmethod async def handle(self, query: T) -> R: pass # Query bus class QueryBus: def __init__(self): self._handlers: Dict[Type[Query], QueryHandler] = {} def register(self, query_type: Type[Query], handler: QueryHandler): self._handlers[query_type] = handler async def dispatch(self, query: Query) -> Any: handler = self._handlers.get(type(query)) if not handler: raise ValueError(f"No handler for {type(query).__name__}") return await handler.handle(query) # Query handler implementation class GetOrderByIdHandler(QueryHandler[GetOrderById, Optional[OrderView]]): def __init__(self, read_db): self.read_db = read_db async def handle(self, query: GetOrderById) -> Optional[OrderView]: async with self.read_db.acquire() as conn: row = await conn.fetchrow( """ SELECT order_id, customer_id, status, total_amount, item_count, created_at, shipped_at FROM order_views WHERE order_id = $1 """, query.order_id ) if row: return OrderView(**dict(row)) return None class GetCustomerOrdersHandler(QueryHandler[GetCustomerOrders, PaginatedResult[OrderView]]): def __init__(self, read_db): self.read_db = read_db async def handle(self, query: GetCustomerOrders) -> PaginatedResult[OrderView]: async with self.read_db.acquire() as conn: # Build query with optional status filter where_clause = "customer_id = $1" params = [query.customer_id] if query.status: where_clause += " AND status = $2" params.append(query.status) # Get total count total = await conn.fetchval( f"SELECT COUNT(*) FROM order_views WHERE {where_clause}", *params ) # Get paginated results offset = (query.page - 1) * query.page_size rows = await conn.fetch( f""" SELECT order_id, customer_id, status, total_amount, item_count, created_at, shipped_at FROM order_views WHERE {where_clause} ORDER BY created_at DESC LIMIT ${len(params) + 1} OFFSET ${len(params) + 2} """, *params, query.page_size, offset ) return PaginatedResult( items=[OrderView(**dict(row)) for row in rows], total=total, page=query.page, page_size=query.page_size ) ``` ### Template 3: FastAPI CQRS Application ```python from fastapi import FastAPI, HTTPException, Depends from pydantic import BaseModel from typing import List, Optional app = FastAPI() # Request/Response models class CreateOrderRequest(BaseModel): customer_id: str items: List[dict] shipping_address: dict class OrderResponse(BaseModel): order_id: str customer_id: str status: str total_amount: float item_count: int created_at: datetime # Dependency injection def get_command_bus() -> CommandBus: return app.state.command_bus def get_query_bus() -> QueryBus: return app.state.query_bus # Command endpoints (POST, PUT, DELETE) @app.post("/orders", response_model=dict) async def create_order( request: CreateOrderRequest, command_bus: CommandBus = Depends(get_command_bus) ): command = CreateOrder( customer_id=request.customer_id, items=request.items, shipping_address=request.shipping_address ) order_id = await command_bus.dispatch(command) return {"order_id": order_id} @app.post("/orders/{order_id}/items") async def add_item( order_id: str, product_id: str, quantity: int, price: float, command_bus: CommandBus = Depends(get_command_bus) ): command = AddOrderItem( order_id=order_id, product_id=product_id, quantity=quantity, price=price ) await command_bus.dispatch(command) return {"status": "item_added"} @app.delete("/orders/{order_id}") async def cancel_order( order_id: str, reason: str, command_bus: CommandBus = Depends(get_command_bus) ): command = CancelOrder(order_id=order_id, reason=reason) await command_bus.dispatch(command) return {"status": "cancelled"} # Query endpoints (GET) @app.get("/orders/{order_id}", response_model=OrderResponse) async def get_order( order_id: str, query_bus: QueryBus = Depends(get_query_bus) ): query = GetOrderById(order_id=order_id) result = await query_bus.dispatch(query) if not result: raise HTTPException(status_code=404, detail="Order not found") return result @app.get("/customers/{customer_id}/orders") async def get_customer_orders( customer_id: str, status: Optional[str] = None, page: int = 1, page_size: int = 20, query_bus: QueryBus = Depends(get_query_bus) ): query = GetCustomerOrders( customer_id=customer_id, status=status, page=page, page_size=page_size ) return await query_bus.dispatch(query) @app.get("/orders/search") async def search_orders( q: str, sort_by: str = "created_at", query_bus: QueryBus = Depends(get_query_bus) ): query = SearchOrders(query=q, sort_by=sort_by) return await query_bus.dispatch(query) ``` ### Template 4: Read Model Synchronization ```python class ReadModelSynchronizer: """Keeps read models in sync with events.""" def __init__(self, event_store, read_db, projections: List[Projection]): self.event_store = event_store self.read_db = read_db self.projections = {p.name: p for p in projections} async def run(self): """Continuously sync read models.""" while True: for name, projection in self.projections.items(): await self._sync_projection(projection) await asyncio.sleep(0.1) async def _sync_projection(self, projection: Projection): checkpoint = await self._get_checkpoint(projection.name) events = await self.event_store.read_all( from_position=checkpoint, limit=100 ) for event in events: if event.event_type in projection.handles(): try: await projection.apply(event) except Exception as e: # Log error, possibly retry or skip logger.error(f"Projection error: {e}") continue await self._save_checkpoint(projection.name, event.global_position) async def rebuild_projection(self, projection_name: str): """Rebuild a projection from scratch.""" projection = self.projections[projection_name] # Clear existing data await projection.clear() # Reset checkpoint await self._save_checkpoint(projection_name, 0) # Rebuild while True: checkpoint = await self._get_checkpoint(projection_name) events = await self.event_store.read_all(checkpoint, 1000) if not events: break for event in events: if event.event_type in projection.handles(): await projection.apply(event) await self._save_checkpoint( projection_name, events[-1].global_position ) ``` ### Template 5: Eventual Consistency Handling ```python class ConsistentQueryHandler: """Query handler that can wait for consistency.""" def __init__(self, read_db, event_store): self.read_db = read_db self.event_store = event_store async def query_after_command( self, query: Query, expected_version: int, stream_id: str, timeout: float = 5.0 ): """ Execute query, ensuring read model is at expected version. Used for read-your-writes consistency. """ start_time = time.time() while time.time() - start_time < timeout: # Check if read model is caught up projection_version = await self._get_projection_version(stream_id) if projection_version >= expected_version: return await self.execute_query(query) # Wait a bit and retry await asyncio.sleep(0.1) # Timeout - return stale data with warning return { "data": await self.execute_query(query), "_warning": "Data may be stale" } async def _get_projection_version(self, stream_id: str) -> int: """Get the last processed event version for a stream.""" async with self.read_db.acquire() as conn: return await conn.fetchval( "SELECT last_event_version FROM projection_state WHERE stream_id = $1", stream_id ) or 0 ``` ## Best Practices ### Do's - **Separate command and query models** - Different needs - **Use eventual consistency** - Accept propagation delay - **Validate in command handlers** - Before state change - **Denormalize read models** - Optimize for queries - **Version your events** - For schema evolution ### Don'ts - **Don't query in commands** - Use only for writes - **Don't couple read/write schemas** - Independent evolution - **Don't over-engineer** - Start simple - **Don't ignore consistency SLAs** - Define acceptable lag ## Resources - [CQRS Pattern](https://martinfowler.com/bliki/CQRS.html) - [Microsoft CQRS Guidance](https://docs.microsoft.com/en-us/azure/architecture/patterns/cqrs)
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saga-orchestration

Implement saga patterns for distributed transactions and

coding
⭐1
# Saga Orchestration Patterns for managing distributed transactions and long-running business processes. ## When to Use This Skill - Coordinating multi-service transactions - Implementing compensating transactions - Managing long-running business workflows - Handling failures in distributed systems - Building order fulfillment processes - Implementing approval workflows ## Core Concepts ### 1. Saga Types ``` Choreography Orchestration β”Œβ”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β” β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚Svc A│─►│Svc B│─►│Svc Cβ”‚ β”‚ Orchestratorβ”‚ β””β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”˜ β””β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”˜ β”‚ β”‚ β”‚ β”‚ β–Ό β–Ό β–Ό β”Œβ”€β”€β”€β”€β”€β”Όβ”€β”€β”€β”€β”€β” Event Event Event β–Ό β–Ό β–Ό β”Œβ”€β”€β”€β”€β”β”Œβ”€β”€β”€β”€β”β”Œβ”€β”€β”€β”€β” β”‚Svc1β”‚β”‚Svc2β”‚β”‚Svc3β”‚ β””β”€β”€β”€β”€β”˜β””β”€β”€β”€β”€β”˜β””β”€β”€β”€β”€β”˜ ``` ### 2. Saga Execution States | State | Description | | ---------------- | ------------------------------ | | **Started** | Saga initiated | | **Pending** | Waiting for step completion | | **Compensating** | Rolling back due to failure | | **Completed** | All steps succeeded | | **Failed** | Saga failed after compensation | ## Templates ### Template 1: Saga Orchestrator Base ```python from abc import ABC, abstractmethod from dataclasses import dataclass, field from enum import Enum from typing import List, Dict, Any, Optional from datetime import datetime import uuid class SagaState(Enum): STARTED = "started" PENDING = "pending" COMPENSATING = "compensating" COMPLETED = "completed" FAILED = "failed" @dataclass class SagaStep: name: str action: str compensation: str status: str = "pending" result: Optional[Dict] = None error: Optional[str] = None executed_at: Optional[datetime] = None compensated_at: Optional[datetime] = None @dataclass class Saga: saga_id: str saga_type: str state: SagaState data: Dict[str, Any] steps: List[SagaStep] current_step: int = 0 created_at: datetime = field(default_factory=datetime.utcnow) updated_at: datetime = field(default_factory=datetime.utcnow) class SagaOrchestrator(ABC): """Base class for saga orchestrators.""" def __init__(self, saga_store, event_publisher): self.saga_store = saga_store self.event_publisher = event_publisher @abstractmethod def define_steps(self, data: Dict) -> List[SagaStep]: """Define the saga steps.""" pass @property @abstractmethod def saga_type(self) -> str: """Unique saga type identifier.""" pass async def start(self, data: Dict) -> Saga: """Start a new saga.""" saga = Saga( saga_id=str(uuid.uuid4()), saga_type=self.saga_type, state=SagaState.STARTED, data=data, steps=self.define_steps(data) ) await self.saga_store.save(saga) await self._execute_next_step(saga) return saga async def handle_step_completed(self, saga_id: str, step_name: str, result: Dict): """Handle successful step completion.""" saga = await self.saga_store.get(saga_id) # Update step for step in saga.steps: if step.name == step_name: step.status = "completed" step.result = result step.executed_at = datetime.utcnow() break saga.current_step += 1 saga.updated_at = datetime.utcnow() # Check if saga is complete if saga.current_step >= len(saga.steps): saga.state = SagaState.COMPLETED await self.saga_store.save(saga) await self._on_saga_completed(saga) else: saga.state = SagaState.PENDING await self.saga_store.save(saga) await self._execute_next_step(saga) async def handle_step_failed(self, saga_id: str, step_name: str, error: str): """Handle step failure - start compensation.""" saga = await self.saga_store.get(saga_id) # Mark step as failed for step in saga.steps: if step.name == step_name: step.status = "failed" step.error = error break saga.state = SagaState.COMPENSATING saga.updated_at = datetime.utcnow() await self.saga_store.save(saga) # Start compensation from current step backwards await self._compensate(saga) async def _execute_next_step(self, saga: Saga): """Execute the next step in the saga.""" if saga.current_step >= len(saga.steps): return step = saga.steps[saga.current_step] step.status = "executing" await self.saga_store.save(saga) # Publish command to execute step await self.event_publisher.publish( step.action, { "saga_id": saga.saga_id, "step_name": step.name, **saga.data } ) async def _compensate(self, saga: Saga): """Execute compensation for completed steps.""" # Compensate in reverse order for i in range(saga.current_step - 1, -1, -1): step = saga.steps[i] if step.status == "completed": step.status = "compensating" await self.saga_store.save(saga) await self.event_publisher.publish( step.compensation, { "saga_id": saga.saga_id, "step_name": step.name, "original_result": step.result, **saga.data } ) async def handle_compensation_completed(self, saga_id: str, step_name: str): """Handle compensation completion.""" saga = await self.saga_store.get(saga_id) for step in saga.steps: if step.name == step_name: step.status = "compensated" step.compensated_at = datetime.utcnow() break # Check if all compensations complete all_compensated = all( s.status in ("compensated", "pending", "failed") for s in saga.steps ) if all_compensated: saga.state = SagaState.FAILED await self._on_saga_failed(saga) await self.saga_store.save(saga) async def _on_saga_completed(self, saga: Saga): """Called when saga completes successfully.""" await self.event_publisher.publish( f"{self.saga_type}Completed", {"saga_id": saga.saga_id, **saga.data} ) async def _on_saga_failed(self, saga: Saga): """Called when saga fails after compensation.""" await self.event_publisher.publish( f"{self.saga_type}Failed", {"saga_id": saga.saga_id, "error": "Saga failed", **saga.data} ) ``` ### Template 2: Order Fulfillment Saga ```python class OrderFulfillmentSaga(SagaOrchestrator): """Orchestrates order fulfillment across services.""" @property def saga_type(self) -> str: return "OrderFulfillment" def define_steps(self, data: Dict) -> List[SagaStep]: return [ SagaStep( name="reserve_inventory", action="InventoryService.ReserveItems", compensation="InventoryService.ReleaseReservation" ), SagaStep( name="process_payment", action="PaymentService.ProcessPayment", compensation="PaymentService.RefundPayment" ), SagaStep( name="create_shipment", action="ShippingService.CreateShipment", compensation="ShippingService.CancelShipment" ), SagaStep( name="send_confirmation", action="NotificationService.SendOrderConfirmation", compensation="NotificationService.SendCancellationNotice" ) ] # Usage async def create_order(order_data: Dict): saga = OrderFulfillmentSaga(saga_store, event_publisher) return await saga.start({ "order_id": order_data["order_id"], "customer_id": order_data["customer_id"], "items": order_data["items"], "payment_method": order_data["payment_method"], "shipping_address": order_data["shipping_address"] }) # Event handlers in each service class InventoryService: async def handle_reserve_items(self, command: Dict): try: # Reserve inventory reservation = await self.reserve( command["items"], command["order_id"] ) # Report success await self.event_publisher.publish( "SagaStepCompleted", { "saga_id": command["saga_id"], "step_name": "reserve_inventory", "result": {"reservation_id": reservation.id} } ) except InsufficientInventoryError as e: await self.event_publisher.publish( "SagaStepFailed", { "saga_id": command["saga_id"], "step_name": "reserve_inventory", "error": str(e) } ) async def handle_release_reservation(self, command: Dict): # Compensating action await self.release_reservation( command["original_result"]["reservation_id"] ) await self.event_publisher.publish( "SagaCompensationCompleted", { "saga_id": command["saga_id"], "step_name": "reserve_inventory" } ) ``` ### Template 3: Choreography-Based Saga ```python from dataclasses import dataclass from typing import Dict, Any import asyncio @dataclass class SagaContext: """Passed through choreographed saga events.""" saga_id: str step: int data: Dict[str, Any] completed_steps: list class OrderChoreographySaga: """Choreography-based saga using events.""" def __init__(self, event_bus): self.event_bus = event_bus self._register_handlers() def _register_handlers(self): self.event_bus.subscribe("OrderCreated", self._on_order_created) self.event_bus.subscribe("InventoryReserved", self._on_inventory_reserved) self.event_bus.subscribe("PaymentProcessed", self._on_payment_processed) self.event_bus.subscribe("ShipmentCreated", self._on_shipment_created) # Compensation handlers self.event_bus.subscribe("PaymentFailed", self._on_payment_failed) self.event_bus.subscribe("ShipmentFailed", self._on_shipment_failed) async def _on_order_created(self, event: Dict): """Step 1: Order created, reserve inventory.""" await self.event_bus.publish("ReserveInventory", { "saga_id": event["order_id"], "order_id": event["order_id"], "items": event["items"] }) async def _on_inventory_reserved(self, event: Dict): """Step 2: Inventory reserved, process payment.""" await self.event_bus.publish("ProcessPayment", { "saga_id": event["saga_id"], "order_id": event["order_id"], "amount": event["total_amount"], "reservation_id": event["reservation_id"] }) async def _on_payment_processed(self, event: Dict): """Step 3: Payment done, create shipment.""" await self.event_bus.publish("CreateShipment", { "saga_id": event["saga_id"], "order_id": event["order_id"], "payment_id": event["payment_id"] }) async def _on_shipment_created(self, event: Dict): """Step 4: Complete - send confirmation.""" await self.event_bus.publish("OrderFulfilled", { "saga_id": event["saga_id"], "order_id": event["order_id"], "tracking_number": event["tracking_number"] }) # Compensation handlers async def _on_payment_failed(self, event: Dict): """Payment failed - release inventory.""" await self.event_bus.publish("ReleaseInventory", { "saga_id": event["saga_id"], "reservation_id": event["reservation_id"] }) await self.event_bus.publish("OrderFailed", { "order_id": event["order_id"], "reason": "Payment failed" }) async def _on_shipment_failed(self, event: Dict): """Shipment failed - refund payment and release inventory.""" await self.event_bus.publish("RefundPayment", { "saga_id": event["saga_id"], "payment_id": event["payment_id"] }) await self.event_bus.publish("ReleaseInventory", { "saga_id": event["saga_id"], "reservation_id": event["reservation_id"] }) ``` ### Template 4: Saga with Timeouts ```python class TimeoutSagaOrchestrator(SagaOrchestrator): """Saga orchestrator with step timeouts.""" def __init__(self, saga_store, event_publisher, scheduler): super().__init__(saga_store, event_publisher) self.scheduler = scheduler async def _execute_next_step(self, saga: Saga): if saga.current_step >= len(saga.steps): return step = saga.steps[saga.current_step] step.status = "executing" step.timeout_at = datetime.utcnow() + timedelta(minutes=5) await self.saga_store.save(saga) # Schedule timeout check await self.scheduler.schedule( f"saga_timeout_{saga.saga_id}_{step.name}", self._check_timeout, {"saga_id": saga.saga_id, "step_name": step.name}, run_at=step.timeout_at ) await self.event_publisher.publish( step.action, {"saga_id": saga.saga_id, "step_name": step.name, **saga.data} ) async def _check_timeout(self, data: Dict): """Check if step has timed out.""" saga = await self.saga_store.get(data["saga_id"]) step = next(s for s in saga.steps if s.name == data["step_name"]) if step.status == "executing": # Step timed out - fail it await self.handle_step_failed( data["saga_id"], data["step_name"], "Step timed out" ) ``` ## Best Practices ### Do's - **Make steps idempotent** - Safe to retry - **Design compensations carefully** - They must work - **Use correlation IDs** - For tracing across services - **Implement timeouts** - Don't wait forever - **Log everything** - For debugging failures ### Don'ts - **Don't assume instant completion** - Sagas take time - **Don't skip compensation testing** - Most critical part - **Don't couple services** - Use async messaging - **Don't ignore partial failures** - Handle gracefully ## Resources - [Saga Pattern](https://microservices.io/patterns/data/saga.html) - [Designing Data-Intensive Applications](https://dataintensive.net/)
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workflow-orchestration-patterns

Design durable workflows with Temporal for distributed systems.

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

Implement DeFi protocols with production-ready templates for

coding
⭐1
# DeFi Protocol Templates Production-ready templates for common DeFi protocols including staking, AMMs, governance, lending, and flash loans. ## When to Use This Skill - Building staking platforms with reward distribution - Implementing AMM (Automated Market Maker) protocols - Creating governance token systems - Developing lending/borrowing protocols - Integrating flash loan functionality - Launching yield farming platforms ## Staking Contract ```solidity // SPDX-License-Identifier: MIT pragma solidity ^0.8.0; import "@openzeppelin/contracts/token/ERC20/IERC20.sol"; import "@openzeppelin/contracts/security/ReentrancyGuard.sol"; import "@openzeppelin/contracts/access/Ownable.sol"; contract StakingRewards is ReentrancyGuard, Ownable { IERC20 public stakingToken; IERC20 public rewardsToken; uint256 public rewardRate = 100; // Rewards per second uint256 public lastUpdateTime; uint256 public rewardPerTokenStored; mapping(address => uint256) public userRewardPerTokenPaid; mapping(address => uint256) public rewards; mapping(address => uint256) public balances; uint256 private _totalSupply; event Staked(address indexed user, uint256 amount); event Withdrawn(address indexed user, uint256 amount); event RewardPaid(address indexed user, uint256 reward); constructor(address _stakingToken, address _rewardsToken) { stakingToken = IERC20(_stakingToken); rewardsToken = IERC20(_rewardsToken); } modifier updateReward(address account) { rewardPerTokenStored = rewardPerToken(); lastUpdateTime = block.timestamp; if (account != address(0)) { rewards[account] = earned(account); userRewardPerTokenPaid[account] = rewardPerTokenStored; } _; } function rewardPerToken() public view returns (uint256) { if (_totalSupply == 0) { return rewardPerTokenStored; } return rewardPerTokenStored + ((block.timestamp - lastUpdateTime) * rewardRate * 1e18) / _totalSupply; } function earned(address account) public view returns (uint256) { return (balances[account] * (rewardPerToken() - userRewardPerTokenPaid[account])) / 1e18 + rewards[account]; } function stake(uint256 amount) external nonReentrant updateReward(msg.sender) { require(amount > 0, "Cannot stake 0"); _totalSupply += amount; balances[msg.sender] += amount; stakingToken.transferFrom(msg.sender, address(this), amount); emit Staked(msg.sender, amount); } function withdraw(uint256 amount) public nonReentrant updateReward(msg.sender) { require(amount > 0, "Cannot withdraw 0"); _totalSupply -= amount; balances[msg.sender] -= amount; stakingToken.transfer(msg.sender, amount); emit Withdrawn(msg.sender, amount); } function getReward() public nonReentrant updateReward(msg.sender) { uint256 reward = rewards[msg.sender]; if (reward > 0) { rewards[msg.sender] = 0; rewardsToken.transfer(msg.sender, reward); emit RewardPaid(msg.sender, reward); } } function exit() external { withdraw(balances[msg.sender]); getReward(); } } ``` ## AMM (Automated Market Maker) ```solidity // SPDX-License-Identifier: MIT pragma solidity ^0.8.0; import "@openzeppelin/contracts/token/ERC20/IERC20.sol"; contract SimpleAMM { IERC20 public token0; IERC20 public token1; uint256 public reserve0; uint256 public reserve1; uint256 public totalSupply; mapping(address => uint256) public balanceOf; event Mint(address indexed to, uint256 amount); event Burn(address indexed from, uint256 amount); event Swap(address indexed trader, uint256 amount0In, uint256 amount1In, uint256 amount0Out, uint256 amount1Out); constructor(address _token0, address _token1) { token0 = IERC20(_token0); token1 = IERC20(_token1); } function addLiquidity(uint256 amount0, uint256 amount1) external returns (uint256 shares) { token0.transferFrom(msg.sender, address(this), amount0); token1.transferFrom(msg.sender, address(this), amount1); if (totalSupply == 0) { shares = sqrt(amount0 * amount1); } else { shares = min( (amount0 * totalSupply) / reserve0, (amount1 * totalSupply) / reserve1 ); } require(shares > 0, "Shares = 0"); _mint(msg.sender, shares); _update( token0.balanceOf(address(this)), token1.balanceOf(address(this)) ); emit Mint(msg.sender, shares); } function removeLiquidity(uint256 shares) external returns (uint256 amount0, uint256 amount1) { uint256 bal0 = token0.balanceOf(address(this)); uint256 bal1 = token1.balanceOf(address(this)); amount0 = (shares * bal0) / totalSupply; amount1 = (shares * bal1) / totalSupply; require(amount0 > 0 && amount1 > 0, "Amount0 or amount1 = 0"); _burn(msg.sender, shares); _update(bal0 - amount0, bal1 - amount1); token0.transfer(msg.sender, amount0); token1.transfer(msg.sender, amount1); emit Burn(msg.sender, shares); } function swap(address tokenIn, uint256 amountIn) external returns (uint256 amountOut) { require(tokenIn == address(token0) || tokenIn == address(token1), "Invalid token"); bool isToken0 = tokenIn == address(token0); (IERC20 tokenIn_, IERC20 tokenOut, uint256 resIn, uint256 resOut) = isToken0 ? (token0, token1, reserve0, reserve1) : (token1, token0, reserve1, reserve0); tokenIn_.transferFrom(msg.sender, address(this), amountIn); // 0.3% fee uint256 amountInWithFee = (amountIn * 997) / 1000; amountOut = (resOut * amountInWithFee) / (resIn + amountInWithFee); tokenOut.transfer(msg.sender, amountOut); _update( token0.balanceOf(address(this)), token1.balanceOf(address(this)) ); emit Swap(msg.sender, isToken0 ? amountIn : 0, isToken0 ? 0 : amountIn, isToken0 ? 0 : amountOut, isToken0 ? amountOut : 0); } function _mint(address to, uint256 amount) private { balanceOf[to] += amount; totalSupply += amount; } function _burn(address from, uint256 amount) private { balanceOf[from] -= amount; totalSupply -= amount; } function _update(uint256 res0, uint256 res1) private { reserve0 = res0; reserve1 = res1; } function sqrt(uint256 y) private pure returns (uint256 z) { if (y > 3) { z = y; uint256 x = y / 2 + 1; while (x < z) { z = x; x = (y / x + x) / 2; } } else if (y != 0) { z = 1; } } function min(uint256 x, uint256 y) private pure returns (uint256) { return x <= y ? x : y; } } ``` ## Governance Token ```solidity // SPDX-License-Identifier: MIT pragma solidity ^0.8.0; import "@openzeppelin/contracts/token/ERC20/extensions/ERC20Votes.sol"; import "@openzeppelin/contracts/access/Ownable.sol"; contract GovernanceToken is ERC20Votes, Ownable { constructor() ERC20("Governance Token", "GOV") ERC20Permit("Governance Token") { _mint(msg.sender, 1000000 * 10**decimals()); } function _afterTokenTransfer( address from, address to, uint256 amount ) internal override(ERC20Votes) { super._afterTokenTransfer(from, to, amount); } function _mint(address to, uint256 amount) internal override(ERC20Votes) { super._mint(to, amount); } function _burn(address account, uint256 amount) internal override(ERC20Votes) { super._burn(account, amount); } } contract Governor is Ownable { GovernanceToken public governanceToken; struct Proposal { uint256 id; address proposer; string description; uint256 forVotes; uint256 againstVotes; uint256 startBlock; uint256 endBlock; bool executed; mapping(address => bool) hasVoted; } uint256 public proposalCount; mapping(uint256 => Proposal) public proposals; uint256 public votingPeriod = 17280; // ~3 days in blocks uint256 public proposalThreshold = 100000 * 10**18; event ProposalCreated(uint256 indexed proposalId, address proposer, string description); event VoteCast(address indexed voter, uint256 indexed proposalId, bool support, uint256 weight); event ProposalExecuted(uint256 indexed proposalId); constructor(address _governanceToken) { governanceToken = GovernanceToken(_governanceToken); } function propose(string memory description) external returns (uint256) { require( governanceToken.getPastVotes(msg.sender, block.number - 1) >= proposalThreshold, "Proposer votes below threshold" ); proposalCount++; Proposal storage newProposal = proposals[proposalCount]; newProposal.id = proposalCount; newProposal.proposer = msg.sender; newProposal.description = description; newProposal.startBlock = block.number; newProposal.endBlock = block.number + votingPeriod; emit ProposalCreated(proposalCount, msg.sender, description); return proposalCount; } function vote(uint256 proposalId, bool support) external { Proposal storage proposal = proposals[proposalId]; require(block.number >= proposal.startBlock, "Voting not started"); require(block.number <= proposal.endBlock, "Voting ended"); require(!proposal.hasVoted[msg.sender], "Already voted"); uint256 weight = governanceToken.getPastVotes(msg.sender, proposal.startBlock); require(weight > 0, "No voting power"); proposal.hasVoted[msg.sender] = true; if (support) { proposal.forVotes += weight; } else { proposal.againstVotes += weight; } emit VoteCast(msg.sender, proposalId, support, weight); } function execute(uint256 proposalId) external { Proposal storage proposal = proposals[proposalId]; require(block.number > proposal.endBlock, "Voting not ended"); require(!proposal.executed, "Already executed"); require(proposal.forVotes > proposal.againstVotes, "Proposal failed"); proposal.executed = true; // Execute proposal logic here emit ProposalExecuted(proposalId); } } ``` ## Flash Loan ```solidity // SPDX-License-Identifier: MIT pragma solidity ^0.8.0; import "@openzeppelin/contracts/token/ERC20/IERC20.sol"; interface IFlashLoanReceiver { function executeOperation( address asset, uint256 amount, uint256 fee, bytes calldata params ) external returns (bool); } contract FlashLoanProvider { IERC20 public token; uint256 public feePercentage = 9; // 0.09% fee event FlashLoan(address indexed borrower, uint256 amount, uint256 fee); constructor(address _token) { token = IERC20(_token); } function flashLoan( address receiver, uint256 amount, bytes calldata params ) external { uint256 balanceBefore = token.balanceOf(address(this)); require(balanceBefore >= amount, "Insufficient liquidity"); uint256 fee = (amount * feePercentage) / 10000; // Send tokens to receiver token.transfer(receiver, amount); // Execute callback require( IFlashLoanReceiver(receiver).executeOperation( address(token), amount, fee, params ), "Flash loan failed" ); // Verify repayment uint256 balanceAfter = token.balanceOf(address(this)); require(balanceAfter >= balanceBefore + fee, "Flash loan not repaid"); emit FlashLoan(receiver, amount, fee); } } // Example flash loan receiver contract FlashLoanReceiver is IFlashLoanReceiver { function executeOperation( address asset, uint256 amount, uint256 fee, bytes calldata params ) external override returns (bool) { // Decode params and execute arbitrage, liquidation, etc. // ... // Approve repayment IERC20(asset).approve(msg.sender, amount + fee); return true; } } ``` ## Resources - **references/staking.md**: Staking mechanics and reward distribution - **references/liquidity-pools.md**: AMM mathematics and pricing - **references/governance-tokens.md**: Governance and voting systems - **references/lending-protocols.md**: Lending/borrowing implementation - **references/flash-loans.md**: Flash loan security and use cases - **assets/staking-contract.sol**: Production staking template - **assets/amm-contract.sol**: Full AMM implementation - **assets/governance-token.sol**: Governance system - **assets/lending-protocol.sol**: Lending platform template ## Best Practices 1. **Use Established Libraries**: OpenZeppelin, Solmate 2. **Test Thoroughly**: Unit tests, integration tests, fuzzing 3. **Audit Before Launch**: Professional security audits 4. **Start Simple**: MVP first, add features incrementally 5. **Monitor**: Track contract health and user activity 6. **Upgradability**: Consider proxy patterns for upgrades 7. **Emergency Controls**: Pause mechanisms for critical issues ## Common DeFi Patterns - **Time-Weighted Average Price (TWAP)**: Price oracle resistance - **Liquidity Mining**: Incentivize liquidity provision - **Vesting**: Lock tokens with gradual release - **Multisig**: Require multiple signatures for critical operations - **Timelocks**: Delay execution of governance decisions
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πŸ€– Auto-discovered
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kpi-dashboard-design

Design effective KPI dashboards with metrics selection,

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

cost-optimization

Optimize cloud costs through resource rightsizing, tagging

architecture
⭐1
# Cloud Cost Optimization Strategies and patterns for optimizing cloud costs across AWS, Azure, and GCP. ## Purpose Implement systematic cost optimization strategies to reduce cloud spending while maintaining performance and reliability. ## When to Use - Reduce cloud spending - Right-size resources - Implement cost governance - Optimize multi-cloud costs - Meet budget constraints ## Cost Optimization Framework ### 1. Visibility - Implement cost allocation tags - Use cloud cost management tools - Set up budget alerts - Create cost dashboards ### 2. Right-Sizing - Analyze resource utilization - Downsize over-provisioned resources - Use auto-scaling - Remove idle resources ### 3. Pricing Models - Use reserved capacity - Leverage spot/preemptible instances - Implement savings plans - Use committed use discounts ### 4. Architecture Optimization - Use managed services - Implement caching - Optimize data transfer - Use lifecycle policies ## AWS Cost Optimization ### Reserved Instances ``` Savings: 30-72% vs On-Demand Term: 1 or 3 years Payment: All/Partial/No upfront Flexibility: Standard or Convertible ``` ### Savings Plans ``` Compute Savings Plans: 66% savings EC2 Instance Savings Plans: 72% savings Applies to: EC2, Fargate, Lambda Flexible across: Instance families, regions, OS ``` ### Spot Instances ``` Savings: Up to 90% vs On-Demand Best for: Batch jobs, CI/CD, stateless workloads Risk: 2-minute interruption notice Strategy: Mix with On-Demand for resilience ``` ### S3 Cost Optimization ```hcl resource "aws_s3_bucket_lifecycle_configuration" "example" { bucket = aws_s3_bucket.example.id rule { id = "transition-to-ia" status = "Enabled" transition { days = 30 storage_class = "STANDARD_IA" } transition { days = 90 storage_class = "GLACIER" } expiration { days = 365 } } } ``` ## Azure Cost Optimization ### Reserved VM Instances - 1 or 3 year terms - Up to 72% savings - Flexible sizing - Exchangeable ### Azure Hybrid Benefit - Use existing Windows Server licenses - Up to 80% savings with RI - Available for Windows and SQL Server ### Azure Advisor Recommendations - Right-size VMs - Delete unused resources - Use reserved capacity - Optimize storage ## GCP Cost Optimization ### Committed Use Discounts - 1 or 3 year commitment - Up to 57% savings - Applies to vCPUs and memory - Resource-based or spend-based ### Sustained Use Discounts - Automatic discounts - Up to 30% for running instances - No commitment required - Applies to Compute Engine, GKE ### Preemptible VMs - Up to 80% savings - 24-hour maximum runtime - Best for batch workloads ## Tagging Strategy ### AWS Tagging ```hcl locals { common_tags = { Environment = "production" Project = "my-project" CostCenter = "engineering" Owner = "team@example.com" ManagedBy = "terraform" } } resource "aws_instance" "example" { ami = "ami-12345678" instance_type = "t3.medium" tags = merge( local.common_tags, { Name = "web-server" } ) } ``` **Reference:** See `references/tagging-standards.md` ## Cost Monitoring ### Budget Alerts ```hcl # AWS Budget resource "aws_budgets_budget" "monthly" { name = "monthly-budget" budget_type = "COST" limit_amount = "1000" limit_unit = "USD" time_period_start = "2024-01-01_00:00" time_unit = "MONTHLY" notification { comparison_operator = "GREATER_THAN" threshold = 80 threshold_type = "PERCENTAGE" notification_type = "ACTUAL" subscriber_email_addresses = ["team@example.com"] } } ``` ### Cost Anomaly Detection - AWS Cost Anomaly Detection - Azure Cost Management alerts - GCP Budget alerts ## Architecture Patterns ### Pattern 1: Serverless First - Use Lambda/Functions for event-driven - Pay only for execution time - Auto-scaling included - No idle costs ### Pattern 2: Right-Sized Databases ``` Development: t3.small RDS Staging: t3.large RDS Production: r6g.2xlarge RDS with read replicas ``` ### Pattern 3: Multi-Tier Storage ``` Hot data: S3 Standard Warm data: S3 Standard-IA (30 days) Cold data: S3 Glacier (90 days) Archive: S3 Deep Archive (365 days) ``` ### Pattern 4: Auto-Scaling ```hcl resource "aws_autoscaling_policy" "scale_up" { name = "scale-up" scaling_adjustment = 2 adjustment_type = "ChangeInCapacity" cooldown = 300 autoscaling_group_name = aws_autoscaling_group.main.name } resource "aws_cloudwatch_metric_alarm" "cpu_high" { alarm_name = "cpu-high" comparison_operator = "GreaterThanThreshold" evaluation_periods = "2" metric_name = "CPUUtilization" namespace = "AWS/EC2" period = "60" statistic = "Average" threshold = "80" alarm_actions = [aws_autoscaling_policy.scale_up.arn] } ``` ## Cost Optimization Checklist - [ ] Implement cost allocation tags - [ ] Delete unused resources (EBS, EIPs, snapshots) - [ ] Right-size instances based on utilization - [ ] Use reserved capacity for steady workloads - [ ] Implement auto-scaling - [ ] Optimize storage classes - [ ] Use lifecycle policies - [ ] Enable cost anomaly detection - [ ] Set budget alerts - [ ] Review costs weekly - [ ] Use spot/preemptible instances - [ ] Optimize data transfer costs - [ ] Implement caching layers - [ ] Use managed services - [ ] Monitor and optimize continuously ## Tools - **AWS:** Cost Explorer, Cost Anomaly Detection, Compute Optimizer - **Azure:** Cost Management, Advisor - **GCP:** Cost Management, Recommender - **Multi-cloud:** CloudHealth, Cloudability, Kubecost ## Reference Files - `references/tagging-standards.md` - Tagging conventions - `assets/cost-analysis-template.xlsx` - Cost analysis spreadsheet ## Related Skills - `terraform-module-library` - For resource provisioning - `multi-cloud-architecture` - For cloud selection
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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

mtls-configuration

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

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

screen-reader-testing

Test web applications with screen readers including VoiceOver,

coding
⭐1
# Screen Reader Testing Practical guide to testing web applications with screen readers for comprehensive accessibility validation. ## When to Use This Skill - Validating screen reader compatibility - Testing ARIA implementations - Debugging assistive technology issues - Verifying form accessibility - Testing dynamic content announcements - Ensuring navigation accessibility ## Core Concepts ### 1. Major Screen Readers | Screen Reader | Platform | Browser | Usage | | ------------- | --------- | -------------- | ----- | | **VoiceOver** | macOS/iOS | Safari | ~15% | | **NVDA** | Windows | Firefox/Chrome | ~31% | | **JAWS** | Windows | Chrome/IE | ~40% | | **TalkBack** | Android | Chrome | ~10% | | **Narrator** | Windows | Edge | ~4% | ### 2. Testing Priority ``` Minimum Coverage: 1. NVDA + Firefox (Windows) 2. VoiceOver + Safari (macOS) 3. VoiceOver + Safari (iOS) Comprehensive Coverage: + JAWS + Chrome (Windows) + TalkBack + Chrome (Android) + Narrator + Edge (Windows) ``` ### 3. Screen Reader Modes | Mode | Purpose | When Used | | ------------------ | ---------------------- | ----------------- | | **Browse/Virtual** | Read content | Default reading | | **Focus/Forms** | Interact with controls | Filling forms | | **Application** | Custom widgets | ARIA applications | ## VoiceOver (macOS) ### Setup ``` Enable: System Preferences β†’ Accessibility β†’ VoiceOver Toggle: Cmd + F5 Quick Toggle: Triple-press Touch ID ``` ### Essential Commands ``` Navigation: VO = Ctrl + Option (VoiceOver modifier) VO + Right Arrow Next element VO + Left Arrow Previous element VO + Shift + Down Enter group VO + Shift + Up Exit group Reading: VO + A Read all from cursor Ctrl Stop speaking VO + B Read current paragraph Interaction: VO + Space Activate element VO + Shift + M Open menu Tab Next focusable element Shift + Tab Previous focusable element Rotor (VO + U): Navigate by: Headings, Links, Forms, Landmarks Left/Right Arrow Change rotor category Up/Down Arrow Navigate within category Enter Go to item Web Specific: VO + Cmd + H Next heading VO + Cmd + J Next form control VO + Cmd + L Next link VO + Cmd + T Next table ``` ### Testing Checklist ```markdown ## VoiceOver Testing Checklist ### Page Load - [ ] Page title announced - [ ] Main landmark found - [ ] Skip link works ### Navigation - [ ] All headings discoverable via rotor - [ ] Heading levels logical (H1 β†’ H2 β†’ H3) - [ ] Landmarks properly labeled - [ ] Skip links functional ### Links & Buttons - [ ] Link purpose clear - [ ] Button actions described - [ ] New window/tab announced ### Forms - [ ] All labels read with inputs - [ ] Required fields announced - [ ] Error messages read - [ ] Instructions available - [ ] Focus moves to errors ### Dynamic Content - [ ] Alerts announced immediately - [ ] Loading states communicated - [ ] Content updates announced - [ ] Modals trap focus correctly ### Tables - [ ] Headers associated with cells - [ ] Table navigation works - [ ] Complex tables have captions ``` ### Common Issues & Fixes ```html <!-- Issue: Button not announcing purpose --> <button><svg>...</svg></button> <!-- Fix --> <button aria-label="Close dialog"><svg aria-hidden="true">...</svg></button> <!-- Issue: Dynamic content not announced --> <div id="results">New results loaded</div> <!-- Fix --> <div id="results" role="status" aria-live="polite">New results loaded</div> <!-- Issue: Form error not read --> <input type="email" /> <span class="error">Invalid email</span> <!-- Fix --> <input type="email" aria-invalid="true" aria-describedby="email-error" /> <span id="email-error" role="alert">Invalid email</span> ``` ## NVDA (Windows) ### Setup ``` Download: nvaccess.org Start: Ctrl + Alt + N Stop: Insert + Q ``` ### Essential Commands ``` Navigation: Insert = NVDA modifier Down Arrow Next line Up Arrow Previous line Tab Next focusable Shift + Tab Previous focusable Reading: NVDA + Down Arrow Say all Ctrl Stop speech NVDA + Up Arrow Current line Headings: H Next heading Shift + H Previous heading 1-6 Heading level 1-6 Forms: F Next form field B Next button E Next edit field X Next checkbox C Next combo box Links: K Next link U Next unvisited link V Next visited link Landmarks: D Next landmark Shift + D Previous landmark Tables: T Next table Ctrl + Alt + Arrows Navigate cells Elements List (NVDA + F7): Shows all links, headings, form fields, landmarks ``` ### Browse vs Focus Mode ``` NVDA automatically switches modes: - Browse Mode: Arrow keys navigate content - Focus Mode: Arrow keys control interactive elements Manual switch: NVDA + Space Watch for: - "Browse mode" announcement when navigating - "Focus mode" when entering form fields - Application role forces forms mode ``` ### Testing Script ```markdown ## NVDA Test Script ### Initial Load 1. Navigate to page 2. Let page finish loading 3. Press Insert + Down to read all 4. Note: Page title, main content identified? ### Landmark Navigation 1. Press D repeatedly 2. Check: All main areas reachable? 3. Check: Landmarks properly labeled? ### Heading Navigation 1. Press Insert + F7 β†’ Headings 2. Check: Logical heading structure? 3. Press H to navigate headings 4. Check: All sections discoverable? ### Form Testing 1. Press F to find first form field 2. Check: Label read? 3. Fill in invalid data 4. Submit form 5. Check: Errors announced? 6. Check: Focus moved to error? ### Interactive Elements 1. Tab through all interactive elements 2. Check: Each announces role and state 3. Activate buttons with Enter/Space 4. Check: Result announced? ### Dynamic Content 1. Trigger content update 2. Check: Change announced? 3. Open modal 4. Check: Focus trapped? 5. Close modal 6. Check: Focus returns? ``` ## JAWS (Windows) ### Essential Commands ``` Start: Desktop shortcut or Ctrl + Alt + J Virtual Cursor: Auto-enabled in browsers Navigation: Arrow keys Navigate content Tab Next focusable Insert + Down Read all Ctrl Stop speech Quick Keys: H Next heading T Next table F Next form field B Next button G Next graphic L Next list ; Next landmark Forms Mode: Enter Enter forms mode Numpad + Exit forms mode F5 List form fields Lists: Insert + F7 Link list Insert + F6 Heading list Insert + F5 Form field list Tables: Ctrl + Alt + Arrows Table navigation ``` ## TalkBack (Android) ### Setup ``` Enable: Settings β†’ Accessibility β†’ TalkBack Toggle: Hold both volume buttons 3 seconds ``` ### Gestures ``` Explore: Drag finger across screen Next: Swipe right Previous: Swipe left Activate: Double tap Scroll: Two finger swipe Reading Controls (swipe up then right): - Headings - Links - Controls - Characters - Words - Lines - Paragraphs ``` ## Common Test Scenarios ### 1. Modal Dialog ```html <!-- Accessible modal structure --> <div role="dialog" aria-modal="true" aria-labelledby="dialog-title" aria-describedby="dialog-desc" > <h2 id="dialog-title">Confirm Delete</h2> <p id="dialog-desc">This action cannot be undone.</p> <button>Cancel</button> <button>Delete</button> </div> ``` ```javascript // Focus management function openModal(modal) { // Store last focused element lastFocus = document.activeElement; // Move focus to modal modal.querySelector("h2").focus(); // Trap focus modal.addEventListener("keydown", trapFocus); } function closeModal(modal) { // Return focus lastFocus.focus(); } function trapFocus(e) { if (e.key === "Tab") { const focusable = modal.querySelectorAll( 'button, [href], input, select, textarea, [tabindex]:not([tabindex="-1"])', ); const first = focusable[0]; const last = focusable[focusable.length - 1]; if (e.shiftKey && document.activeElement === first) { last.focus(); e.preventDefault(); } else if (!e.shiftKey && document.activeElement === last) { first.focus(); e.preventDefault(); } } if (e.key === "Escape") { closeModal(modal); } } ``` ### 2. Live Regions ```html <!-- Status messages (polite) --> <div role="status" aria-live="polite" aria-atomic="true"> <!-- Content updates will be announced after current speech --> </div> <!-- Alerts (assertive) --> <div role="alert" aria-live="assertive"> <!-- Content updates interrupt current speech --> </div> <!-- Progress updates --> <div role="progressbar" aria-valuenow="75" aria-valuemin="0" aria-valuemax="100" aria-label="Upload progress" ></div> <!-- Log (additions only) --> <div role="log" aria-live="polite" aria-relevant="additions"> <!-- New messages announced, removals not --> </div> ``` ### 3. Tab Interface ```html <div role="tablist" aria-label="Product information"> <button role="tab" id="tab-1" aria-selected="true" aria-controls="panel-1"> Description </button> <button role="tab" id="tab-2" aria-selected="false" aria-controls="panel-2" tabindex="-1" > Reviews </button> </div> <div role="tabpanel" id="panel-1" aria-labelledby="tab-1"> Product description content... </div> <div role="tabpanel" id="panel-2" aria-labelledby="tab-2" hidden> Reviews content... </div> ``` ```javascript // Tab keyboard navigation tablist.addEventListener("keydown", (e) => { const tabs = [...tablist.querySelectorAll('[role="tab"]')]; const index = tabs.indexOf(document.activeElement); let newIndex; switch (e.key) { case "ArrowRight": newIndex = (index + 1) % tabs.length; break; case "ArrowLeft": newIndex = (index - 1 + tabs.length) % tabs.length; break; case "Home": newIndex = 0; break; case "End": newIndex = tabs.length - 1; break; default: return; } tabs[newIndex].focus(); activateTab(tabs[newIndex]); e.preventDefault(); }); ``` ## Debugging Tips ```javascript // Log what screen reader sees function logAccessibleName(element) { const computed = window.getComputedStyle(element); console.log({ role: element.getAttribute("role") || element.tagName, name: element.getAttribute("aria-label") || element.getAttribute("aria-labelledby") || element.textContent, state: { expanded: element.getAttribute("aria-expanded"), selected: element.getAttribute("aria-selected"), checked: element.getAttribute("aria-checked"), disabled: element.disabled, }, visible: computed.display !== "none" && computed.visibility !== "hidden", }); } ``` ## Best Practices ### Do's - **Test with actual screen readers** - Not just simulators - **Use semantic HTML first** - ARIA is supplemental - **Test in browse and focus modes** - Different experiences - **Verify focus management** - Especially for SPAs - **Test keyboard only first** - Foundation for SR testing ### Don'ts - **Don't assume one SR is enough** - Test multiple - **Don't ignore mobile** - Growing user base - **Don't test only happy path** - Test error states - **Don't skip dynamic content** - Most common issues - **Don't rely on visual testing** - Different experience ## Resources - [VoiceOver User Guide](https://support.apple.com/guide/voiceover/welcome/mac) - [NVDA User Guide](https://www.nvaccess.org/files/nvda/documentation/userGuide.html) - [JAWS Documentation](https://support.freedomscientific.com/Products/Blindness/JAWS) - [WebAIM Screen Reader Survey](https://webaim.org/projects/screenreadersurvey/)
πŸ‘1
πŸ‘οΈ1
πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

context-driven-development

Creates and maintains project context artifacts (product.md,

coding
⭐1
# Context-Driven Development Guide for implementing and maintaining context as a managed artifact alongside code, enabling consistent AI interactions and team alignment through structured project documentation. ## When to Use This Skill - Setting up new projects with Conductor - Understanding the relationship between context artifacts - Maintaining consistency across AI-assisted development sessions - Onboarding team members to an existing Conductor project - Deciding when to update context documents - Managing greenfield vs brownfield project contexts ## Core Philosophy Context-Driven Development treats project context as a first-class artifact managed alongside code. Instead of relying on ad-hoc prompts or scattered documentation, establish a persistent, structured foundation that informs all AI interactions. Key principles: 1. **Context precedes code**: Define what you're building and how before implementation 2. **Living documentation**: Context artifacts evolve with the project 3. **Single source of truth**: One canonical location for each type of information 4. **AI alignment**: Consistent context produces consistent AI behavior ## The Workflow Follow the **Context β†’ Spec & Plan β†’ Implement** workflow: 1. **Context Phase**: Establish or verify project context artifacts exist and are current 2. **Specification Phase**: Define requirements and acceptance criteria for work units 3. **Planning Phase**: Break specifications into phased, actionable tasks 4. **Implementation Phase**: Execute tasks following established workflow patterns ## Artifact Relationships ### product.md - Defines WHAT and WHY Purpose: Captures product vision, goals, target users, and business context. Contents: - Product name and one-line description - Problem statement and solution approach - Target user personas - Core features and capabilities - Success metrics and KPIs - Product roadmap (high-level) Update when: - Product vision or goals change - New major features are planned - Target audience shifts - Business priorities evolve ### product-guidelines.md - Defines HOW to Communicate Purpose: Establishes brand voice, messaging standards, and communication patterns. Contents: - Brand voice and tone guidelines - Terminology and glossary - Error message conventions - User-facing copy standards - Documentation style Update when: - Brand guidelines change - New terminology is introduced - Communication patterns need refinement ### tech-stack.md - Defines WITH WHAT Purpose: Documents technology choices, dependencies, and architectural decisions. Contents: - Primary languages and frameworks - Key dependencies with versions - Infrastructure and deployment targets - Development tools and environment - Testing frameworks - Code quality tools Update when: - Adding new dependencies - Upgrading major versions - Changing infrastructure - Adopting new tools or patterns ### workflow.md - Defines HOW to Work Purpose: Establishes development practices, quality gates, and team workflows. Contents: - Development methodology (TDD, etc.) - Git workflow and commit conventions - Code review requirements - Testing requirements and coverage targets - Quality assurance gates - Deployment procedures Update when: - Team practices evolve - Quality standards change - New workflow patterns are adopted ### tracks.md - Tracks WHAT'S HAPPENING Purpose: Registry of all work units with status and metadata. Contents: - Active tracks with current status - Completed tracks with completion dates - Track metadata (type, priority, assignee) - Links to individual track directories Update when: - New tracks are created - Track status changes - Tracks are completed or archived See [references/artifact-templates.md](references/artifact-templates.md) for copy-paste starter templates. ## Context Maintenance Principles ### Keep Artifacts Synchronized Ensure changes in one artifact reflect in related documents: - New feature in product.md β†’ Update tech-stack.md if new dependencies needed - Completed track β†’ Update product.md to reflect new capabilities - Workflow change β†’ Update all affected track plans ### Update tech-stack.md When Adding Dependencies Before adding any new dependency: 1. Check if existing dependencies solve the need 2. Document the rationale for new dependencies 3. Add version constraints 4. Note any configuration requirements ### Update product.md When Features Complete After completing a feature track: 1. Move feature from "planned" to "implemented" in product.md 2. Update any affected success metrics 3. Document any scope changes from original plan ### Verify Context Before Implementation Before starting any track: 1. Read all context artifacts 2. Flag any outdated information 3. Propose updates before proceeding 4. Confirm context accuracy with stakeholders ## Greenfield vs Brownfield Handling ### Greenfield Projects (New) For new projects: 1. Run `/conductor:setup` to create all artifacts interactively 2. Answer questions about product vision, tech preferences, and workflow 3. Generate initial style guides for chosen languages 4. Create empty tracks registry Characteristics: - Full control over context structure - Define standards before code exists - Establish patterns early ### Brownfield Projects (Existing) For existing codebases: 1. Run `/conductor:setup` with existing codebase detection 2. System analyzes existing code, configs, and documentation 3. Pre-populate artifacts based on discovered patterns 4. Review and refine generated context Characteristics: - Extract implicit context from existing code - Reconcile existing patterns with desired patterns - Document technical debt and modernization plans - Preserve working patterns while establishing standards ## Benefits ### Team Alignment - New team members onboard faster with explicit context - Consistent terminology and conventions across the team - Shared understanding of product goals and technical decisions ### AI Consistency - AI assistants produce aligned outputs across sessions - Reduced need to re-explain context in each interaction - Predictable behavior based on documented standards ### Institutional Memory - Decisions and rationale are preserved - Context survives team changes - Historical context informs future decisions ### Quality Assurance - Standards are explicit and verifiable - Deviations from context are detectable - Quality gates are documented and enforceable ## Directory Structure ``` conductor/ β”œβ”€β”€ index.md # Navigation hub linking all artifacts β”œβ”€β”€ product.md # Product vision and goals β”œβ”€β”€ product-guidelines.md # Communication standards β”œβ”€β”€ tech-stack.md # Technology preferences β”œβ”€β”€ workflow.md # Development practices β”œβ”€β”€ tracks.md # Work unit registry β”œβ”€β”€ setup_state.json # Resumable setup state β”œβ”€β”€ code_styleguides/ # Language-specific conventions β”‚ β”œβ”€β”€ python.md β”‚ β”œβ”€β”€ typescript.md β”‚ └── ... └── tracks/ └── <track-id>/ β”œβ”€β”€ spec.md β”œβ”€β”€ plan.md β”œβ”€β”€ metadata.json └── index.md ``` ## Context Lifecycle 1. **Creation**: Initial setup via `/conductor:setup` 2. **Validation**: Verify before each track 3. **Evolution**: Update as project grows 4. **Synchronization**: Keep artifacts aligned 5. **Archival**: Document historical decisions ## Context Validation Checklist Before starting implementation on any track, validate context: ### Product Context - [ ] product.md reflects current product vision - [ ] Target users are accurately described - [ ] Feature list is up to date - [ ] Success metrics are defined ### Technical Context - [ ] tech-stack.md lists all current dependencies - [ ] Version numbers are accurate - [ ] Infrastructure targets are correct - [ ] Development tools are documented ### Workflow Context - [ ] workflow.md describes current practices - [ ] Quality gates are defined - [ ] Coverage targets are specified - [ ] Commit conventions are documented ### Track Context - [ ] tracks.md shows all active work - [ ] No stale or abandoned tracks - [ ] Dependencies between tracks are noted ## Common Anti-Patterns Avoid these context management mistakes: ### Stale Context Problem: Context documents become outdated and misleading. Solution: Update context as part of each track's completion process. ### Context Sprawl Problem: Information scattered across multiple locations. Solution: Use the defined artifact structure; resist creating new document types. ### Implicit Context Problem: Relying on knowledge not captured in artifacts. Solution: If you reference something repeatedly, add it to the appropriate artifact. ### Context Hoarding Problem: One person maintains context without team input. Solution: Review context artifacts in pull requests; make updates collaborative. ### Over-Specification Problem: Context becomes so detailed it's impossible to maintain. Solution: Keep artifacts focused on decisions that affect AI behavior and team alignment. ## Integration with Development Tools ### IDE Integration Configure your IDE to display context files prominently: - Pin conductor/product.md for quick reference - Add tech-stack.md to project notes - Create snippets for common patterns from style guides ### Git Hooks Consider pre-commit hooks that: - Warn when dependencies change without tech-stack.md update - Remind to update product.md when feature branches merge - Validate context artifact syntax ### CI/CD Integration Include context validation in pipelines: - Check tech-stack.md matches actual dependencies - Verify links in context documents resolve - Ensure tracks.md status matches git branch state ## Session Continuity Conductor supports multi-session development through context persistence: ### Starting a New Session 1. Read index.md to orient yourself 2. Check tracks.md for active work 3. Review relevant track's plan.md for current task 4. Verify context artifacts are current ### Ending a Session 1. Update plan.md with current progress 2. Note any blockers or decisions made 3. Commit in-progress work with clear status 4. Update tracks.md if status changed ### Handling Interruptions If interrupted mid-task: 1. Mark task as `[~]` with note about stopping point 2. Commit work-in-progress to feature branch 3. Document any uncommitted decisions in plan.md ## Best Practices 1. **Read context first**: Always read relevant artifacts before starting work 2. **Small updates**: Make incremental context changes, not massive rewrites 3. **Link decisions**: Reference context when making implementation choices 4. **Version context**: Commit context changes alongside code changes 5. **Review context**: Include context artifact reviews in code reviews 6. **Validate regularly**: Run context validation checklist before major work 7. **Communicate changes**: Notify team when context artifacts change significantly 8. **Preserve history**: Use git to track context evolution over time 9. **Question staleness**: If context feels wrong, investigate and update 10. **Keep it actionable**: Every context item should inform a decision or behavior
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πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

service-mesh-observability

Implement comprehensive observability for service meshes including

architecture
⭐1
# Service Mesh Observability Complete guide to observability patterns for Istio, Linkerd, and service mesh deployments. ## When to Use This Skill - Setting up distributed tracing across services - Implementing service mesh metrics and dashboards - Debugging latency and error issues - Defining SLOs for service communication - Visualizing service dependencies - Troubleshooting mesh connectivity ## Core Concepts ### 1. Three Pillars of Observability ``` β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Observability β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ Metrics β”‚ Traces β”‚ Logs β”‚ β”‚ β”‚ β”‚ β”‚ β”‚ β€’ Request rate β”‚ β€’ Span context β”‚ β€’ Access logs β”‚ β”‚ β€’ Error rate β”‚ β€’ Latency β”‚ β€’ Error details β”‚ β”‚ β€’ Latency P50 β”‚ β€’ Dependencies β”‚ β€’ Debug info β”‚ β”‚ β€’ Saturation β”‚ β€’ Bottlenecks β”‚ β€’ Audit trail β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ ``` ### 2. Golden Signals for Mesh | Signal | Description | Alert Threshold | | -------------- | ------------------------- | ----------------- | | **Latency** | Request duration P50, P99 | P99 > 500ms | | **Traffic** | Requests per second | Anomaly detection | | **Errors** | 5xx error rate | > 1% | | **Saturation** | Resource utilization | > 80% | ## Templates ### Template 1: Istio with Prometheus & Grafana ```yaml # Install Prometheus apiVersion: v1 kind: ConfigMap metadata: name: prometheus namespace: istio-system data: prometheus.yml: | global: scrape_interval: 15s scrape_configs: - job_name: 'istio-mesh' kubernetes_sd_configs: - role: endpoints namespaces: names: - istio-system relabel_configs: - source_labels: [__meta_kubernetes_service_name] action: keep regex: istio-telemetry --- # ServiceMonitor for Prometheus Operator apiVersion: monitoring.coreos.com/v1 kind: ServiceMonitor metadata: name: istio-mesh namespace: istio-system spec: selector: matchLabels: app: istiod endpoints: - port: http-monitoring interval: 15s ``` ### Template 2: Key Istio Metrics Queries ```promql # Request rate by service sum(rate(istio_requests_total{reporter="destination"}[5m])) by (destination_service_name) # Error rate (5xx) sum(rate(istio_requests_total{reporter="destination", response_code=~"5.."}[5m])) / sum(rate(istio_requests_total{reporter="destination"}[5m])) * 100 # P99 latency histogram_quantile(0.99, sum(rate(istio_request_duration_milliseconds_bucket{reporter="destination"}[5m])) by (le, destination_service_name)) # TCP connections sum(istio_tcp_connections_opened_total{reporter="destination"}) by (destination_service_name) # Request size histogram_quantile(0.99, sum(rate(istio_request_bytes_bucket{reporter="destination"}[5m])) by (le, destination_service_name)) ``` ### Template 3: Jaeger Distributed Tracing ```yaml # Jaeger installation for Istio apiVersion: install.istio.io/v1alpha1 kind: IstioOperator spec: meshConfig: enableTracing: true defaultConfig: tracing: sampling: 100.0 # 100% in dev, lower in prod zipkin: address: jaeger-collector.istio-system:9411 --- # Jaeger deployment apiVersion: apps/v1 kind: Deployment metadata: name: jaeger namespace: istio-system spec: selector: matchLabels: app: jaeger template: metadata: labels: app: jaeger spec: containers: - name: jaeger image: jaegertracing/all-in-one:1.50 ports: - containerPort: 5775 # UDP - containerPort: 6831 # Thrift - containerPort: 6832 # Thrift - containerPort: 5778 # Config - containerPort: 16686 # UI - containerPort: 14268 # HTTP - containerPort: 14250 # gRPC - containerPort: 9411 # Zipkin env: - name: COLLECTOR_ZIPKIN_HOST_PORT value: ":9411" ``` ### Template 4: Linkerd Viz Dashboard ```bash # Install Linkerd viz extension linkerd viz install | kubectl apply -f - # Access dashboard linkerd viz dashboard # CLI commands for observability # Top requests linkerd viz top deploy/my-app # Per-route metrics linkerd viz routes deploy/my-app --to deploy/backend # Live traffic inspection linkerd viz tap deploy/my-app --to deploy/backend # Service edges (dependencies) linkerd viz edges deployment -n my-namespace ``` ### Template 5: Grafana Dashboard JSON ```json { "dashboard": { "title": "Service Mesh Overview", "panels": [ { "title": "Request Rate", "type": "graph", "targets": [ { "expr": "sum(rate(istio_requests_total{reporter=\"destination\"}[5m])) by (destination_service_name)", "legendFormat": "{{destination_service_name}}" } ] }, { "title": "Error Rate", "type": "gauge", "targets": [ { "expr": "sum(rate(istio_requests_total{response_code=~\"5..\"}[5m])) / sum(rate(istio_requests_total[5m])) * 100" } ], "fieldConfig": { "defaults": { "thresholds": { "steps": [ { "value": 0, "color": "green" }, { "value": 1, "color": "yellow" }, { "value": 5, "color": "red" } ] } } } }, { "title": "P99 Latency", "type": "graph", "targets": [ { "expr": "histogram_quantile(0.99, sum(rate(istio_request_duration_milliseconds_bucket{reporter=\"destination\"}[5m])) by (le, destination_service_name))", "legendFormat": "{{destination_service_name}}" } ] }, { "title": "Service Topology", "type": "nodeGraph", "targets": [ { "expr": "sum(rate(istio_requests_total{reporter=\"destination\"}[5m])) by (source_workload, destination_service_name)" } ] } ] } } ``` ### Template 6: Kiali Service Mesh Visualization ```yaml # Kiali installation apiVersion: kiali.io/v1alpha1 kind: Kiali metadata: name: kiali namespace: istio-system spec: auth: strategy: anonymous # or openid, token deployment: accessible_namespaces: - "**" external_services: prometheus: url: http://prometheus.istio-system:9090 tracing: url: http://jaeger-query.istio-system:16686 grafana: url: http://grafana.istio-system:3000 ``` ### Template 7: OpenTelemetry Integration ```yaml # OpenTelemetry Collector for mesh apiVersion: v1 kind: ConfigMap metadata: name: otel-collector-config data: config.yaml: | receivers: otlp: protocols: grpc: endpoint: 0.0.0.0:4317 http: endpoint: 0.0.0.0:4318 zipkin: endpoint: 0.0.0.0:9411 processors: batch: timeout: 10s exporters: jaeger: endpoint: jaeger-collector:14250 tls: insecure: true prometheus: endpoint: 0.0.0.0:8889 service: pipelines: traces: receivers: [otlp, zipkin] processors: [batch] exporters: [jaeger] metrics: receivers: [otlp] processors: [batch] exporters: [prometheus] --- # Istio Telemetry v2 with OTel apiVersion: telemetry.istio.io/v1alpha1 kind: Telemetry metadata: name: mesh-default namespace: istio-system spec: tracing: - providers: - name: otel randomSamplingPercentage: 10 ``` ## Alerting Rules ```yaml apiVersion: monitoring.coreos.com/v1 kind: PrometheusRule metadata: name: mesh-alerts namespace: istio-system spec: groups: - name: mesh.rules rules: - alert: HighErrorRate expr: | sum(rate(istio_requests_total{response_code=~"5.."}[5m])) by (destination_service_name) / sum(rate(istio_requests_total[5m])) by (destination_service_name) > 0.05 for: 5m labels: severity: critical annotations: summary: "High error rate for {{ $labels.destination_service_name }}" - alert: HighLatency expr: | histogram_quantile(0.99, sum(rate(istio_request_duration_milliseconds_bucket[5m])) by (le, destination_service_name)) > 1000 for: 5m labels: severity: warning annotations: summary: "High P99 latency for {{ $labels.destination_service_name }}" - alert: MeshCertExpiring expr: | (certmanager_certificate_expiration_timestamp_seconds - time()) / 86400 < 7 labels: severity: warning annotations: summary: "Mesh certificate expiring in less than 7 days" ``` ## Best Practices ### Do's - **Sample appropriately** - 100% in dev, 1-10% in prod - **Use trace context** - Propagate headers consistently - **Set up alerts** - For golden signals - **Correlate metrics/traces** - Use exemplars - **Retain strategically** - Hot/cold storage tiers ### Don'ts - **Don't over-sample** - Storage costs add up - **Don't ignore cardinality** - Limit label values - **Don't skip dashboards** - Visualize dependencies - **Don't forget costs** - Monitor observability costs ## Resources - [Istio Observability](https://istio.io/latest/docs/tasks/observability/) - [Linkerd Observability](https://linkerd.io/2.14/features/dashboard/) - [OpenTelemetry](https://opentelemetry.io/) - [Kiali](https://kiali.io/)
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πŸ‘οΈ0
πŸ€– Auto-discovered
πŸ€–system promptβ€’7 months ago

track-management

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

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

workflow-patterns

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

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

dbt-transformation-patterns

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

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

projection-patterns

Build read models and projections from event streams. Use when

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