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skills/context-management/reference/workflow-best-practices.md
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skills/context-management/reference/workflow-best-practices.md
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# Workflow Best Practices
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Production-ready patterns and practices for multi-agent workflows.
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**Quick Navigation:**
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- [Context Design](#context-design)
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- [Handoff Patterns](#handoff-patterns)
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- [Error Handling](#error-handling)
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- [Performance](#performance)
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- [Security](#security)
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- [Testing](#testing)
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---
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## Context Design
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### Principle 1: Minimal Context Size
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**Why:** Smaller contexts = faster operations, lower memory, easier debugging.
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**Practice:**
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```javascript
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// ❌ BAD: Include everything
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const context = {
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workflow_id: 'feature-123',
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// ... required fields ...
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all_git_commits: gitLog(), // Huge!
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full_codebase: readAllFiles(), // Unnecessary!
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raw_logs: getSystemLogs() // Too much!
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};
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// ✅ GOOD: Only essential information
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const context = {
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workflow_id: 'feature-123',
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version: '1.0',
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timestamp: new Date().toISOString(),
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current_agent: 'backend-architect',
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phase: 'design-complete',
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// Only modified files
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files_modified: ['src/api/users.ts', 'tests/api.test.ts'],
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// Only key decisions
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decisions: [
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'Use PostgreSQL for user data',
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'Implement JWT authentication',
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'Rate limit: 100 req/min per user'
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],
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// Only next actions
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pending_actions: [
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'Implement user endpoints',
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'Add authentication middleware',
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'Write integration tests'
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]
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};
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```
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**Guidelines:**
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- Target <100KB for 80% of workflows
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- Include only information next agent needs
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- Reference external data instead of embedding
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- Prune completed actions regularly
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---
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### Principle 2: Explicit Over Implicit
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**Why:** Clear intent prevents misunderstandings and errors.
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**Practice:**
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```javascript
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// ❌ BAD: Implicit assumptions
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const context = {
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files_modified: ['api.ts'],
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next_agent: 'test-generator'
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// Unclear: What should test-generator do?
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// Unclear: Are there constraints?
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};
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// ✅ GOOD: Explicit requirements
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const context = {
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files_modified: ['src/api/users.ts'],
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next_agent: 'test-generator',
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pending_actions: [
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{
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action: 'generate_integration_tests',
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target: 'src/api/users.ts',
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requirements: [
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'Test all CRUD operations',
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'Test authentication',
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'Test error cases (401, 403, 404, 500)',
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'Test rate limiting'
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],
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constraints: [
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'Use Vitest framework',
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'Coverage must be >90%',
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'Tests must be idempotent'
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]
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}
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],
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context_summary: 'User API implemented with JWT auth. Need comprehensive tests before deployment.'
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};
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```
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**Checklist:**
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- [ ] Next agent explicitly stated
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- [ ] Actions clearly described
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- [ ] Requirements enumerated
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- [ ] Constraints documented
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- [ ] Success criteria defined
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---
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### Principle 3: Versioned Evolution
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**Why:** Workflows evolve. Version tracking enables migration and compatibility.
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**Practice:**
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```json
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{
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"version": "2.1",
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"schema_version": "2.1.0",
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"version_history": [
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{
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"version": "1.0",
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"timestamp": "2025-01-10T10:00:00Z",
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"changes": "Initial context structure"
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},
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{
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"version": "2.0",
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"timestamp": "2025-01-12T14:30:00Z",
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"changes": "Added metadata and constraints fields"
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},
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{
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"version": "2.1",
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"timestamp": "2025-01-15T09:00:00Z",
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"changes": "Added parallel task support"
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}
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],
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"migration_path": {
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"1.0_to_2.0": "Add metadata and constraints with defaults",
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"2.0_to_2.1": "Add parallel_tasks array if missing"
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}
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}
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```
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**Guidelines:**
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- Increment major version for breaking changes
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- Increment minor version for new fields
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- Document migration path
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- Maintain backward compatibility for 2 versions
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---
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## Handoff Patterns
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### Pattern 1: Clean Handoff
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**When:** Sequential workflow where each agent completes fully before handoff.
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**Implementation:**
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```javascript
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class WorkflowOrchestrator {
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async executeCleanHandoff(agents) {
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let context = this.initializeContext();
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for (const agent of agents) {
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console.log(`Starting agent: ${agent.name}`);
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// Load previous context
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const agentContext = {
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...context,
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current_agent: agent.name,
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next_agent: agents[agents.indexOf(agent) + 1]?.name || null
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};
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// Execute agent
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const result = await agent.execute(agentContext);
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// Validate completion
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if (result.status !== 'completed') {
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throw new Error(`Agent ${agent.name} did not complete successfully`);
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}
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// Update context with results
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context = {
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...context,
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phase: result.phase,
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files_modified: [
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...context.files_modified,
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...result.files_modified
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],
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decisions: [
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...context.decisions,
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...result.decisions
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],
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pending_actions: result.pending_actions
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};
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// Save checkpoint
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await this.saveContext(context);
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console.log(`✅ Completed agent: ${agent.name}`);
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}
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return context;
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}
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}
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```
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**Best Practices:**
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- Save context after each agent
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- Validate agent completion
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- Accumulate decisions and files
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- Clear completed actions
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---
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### Pattern 2: Conditional Handoff
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**When:** Next agent depends on results or conditions.
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**Implementation:**
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```javascript
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class ConditionalRouter {
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async routeBasedOnResults(context, analysisResults) {
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// Define routing rules
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const rules = [
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{
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condition: () => analysisResults.security_score < 70,
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next_agent: 'security-analyzer',
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priority: 1,
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reason: 'Security vulnerabilities detected'
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},
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{
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condition: () => analysisResults.performance_score < 80,
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next_agent: 'performance-optimizer',
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priority: 2,
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reason: 'Performance issues detected'
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},
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{
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condition: () => analysisResults.test_coverage < 85,
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next_agent: 'test-generator',
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priority: 3,
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reason: 'Insufficient test coverage'
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}
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];
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// Find highest priority match
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const match = rules
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.filter(rule => rule.condition())
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.sort((a, b) => a.priority - b.priority)[0];
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if (match) {
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// Update context for routing
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return {
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...context,
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next_agent: match.next_agent,
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routing_reason: match.reason,
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routing_data: analysisResults
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};
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}
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// No issues - proceed to deployment
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return {
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...context,
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next_agent: 'deployment-agent',
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routing_reason: 'All checks passed'
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};
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}
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}
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```
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---
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### Pattern 3: Parallel Handoff with Merge
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**When:** Multiple agents can work concurrently, then merge results.
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**Implementation:**
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```javascript
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class ParallelOrchestrator {
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async executeParallel(parentContext, tasks) {
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// Spawn parallel contexts
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const parallelContexts = tasks.map(task => ({
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...parentContext,
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workflow_id: `${parentContext.workflow_id}-${task.id}`,
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current_agent: task.agent,
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task_id: task.id,
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task_scope: task.scope
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}));
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// Execute all tasks in parallel
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const results = await Promise.allSettled(
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parallelContexts.map((ctx, i) =>
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this.executeTask(tasks[i], ctx)
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)
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);
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// Check for failures
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const failures = results.filter(r => r.status === 'rejected');
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if (failures.length > 0) {
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throw new Error(
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`${failures.length} parallel tasks failed:\n` +
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failures.map(f => f.reason).join('\n')
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);
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}
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// Merge successful results
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return this.mergeResults(
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parentContext,
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results.map(r => r.value)
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);
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}
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mergeResults(parent, childContexts) {
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return {
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...parent,
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phase: 'parallel-complete',
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// Union of all modified files
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files_modified: [
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...new Set(
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childContexts.flatMap(ctx => ctx.files_modified)
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)
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],
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// Concatenate all decisions
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decisions: childContexts.flatMap(ctx => ctx.decisions),
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// Merge pending actions
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pending_actions: childContexts.flatMap(ctx =>
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ctx.pending_actions
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),
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// Collect errors from all tasks
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error_log: childContexts.flatMap(ctx =>
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ctx.error_log || []
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),
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// Track parallel execution
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parallel_execution: {
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tasks: childContexts.map(ctx => ({
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task_id: ctx.task_id,
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agent: ctx.current_agent,
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duration_ms: ctx.execution_time,
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status: 'completed'
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}))
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}
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};
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}
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}
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```
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---
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## Error Handling
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### Pattern 1: Graceful Degradation
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**Practice:**
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```javascript
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async function executeWithGracefulDegradation(agent, context) {
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try {
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// Attempt full execution
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return await agent.execute(context);
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} catch (error) {
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console.error(`Agent ${agent.name} failed:`, error);
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// Try to save partial progress
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const partialContext = {
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...context,
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phase: `${context.phase}-failed`,
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error_log: [
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...(context.error_log || []),
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{
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timestamp: new Date().toISOString(),
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agent: agent.name,
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error: error.message,
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stack: error.stack,
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context_at_failure: {
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phase: context.phase,
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files_modified: context.files_modified
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}
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}
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]
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};
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// Save failure context
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await saveContext(partialContext);
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// Determine if recoverable
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if (error.code === 'RECOVERABLE') {
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// Suggest recovery action
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partialContext.pending_actions.unshift({
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action: 'recover_from_error',
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error_id: partialContext.error_log.length - 1,
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recovery_strategy: error.recoveryStrategy
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});
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return partialContext;
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}
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// Unrecoverable - rethrow
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throw error;
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}
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}
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```
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---
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### Pattern 2: Checkpoint-Based Rollback
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**Practice:**
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```javascript
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class CheckpointManager {
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async createCheckpoint(context, label) {
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const checkpoint = {
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id: `checkpoint-${Date.now()}`,
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label: label,
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timestamp: new Date().toISOString(),
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context_snapshot: JSON.parse(JSON.stringify(context)),
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git_commit: execSync('git rev-parse HEAD').toString().trim()
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};
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// Save checkpoint
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const checkpointPath = `.claude/context/checkpoints/${context.workflow_id}/${checkpoint.id}.json`;
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await fs.promises.mkdir(path.dirname(checkpointPath), { recursive: true });
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await fs.promises.writeFile(
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checkpointPath,
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JSON.stringify(checkpoint, null, 2)
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);
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// Add to context
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context.checkpoints = context.checkpoints || [];
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context.checkpoints.push({
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id: checkpoint.id,
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label: label,
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timestamp: checkpoint.timestamp
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});
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return checkpoint.id;
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}
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async rollbackToCheckpoint(context, checkpointId) {
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// Load checkpoint
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const checkpointPath = `.claude/context/checkpoints/${context.workflow_id}/${checkpointId}.json`;
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const checkpoint = JSON.parse(
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await fs.promises.readFile(checkpointPath, 'utf-8')
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);
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// Restore code state
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if (checkpoint.git_commit) {
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execSync(`git reset --hard ${checkpoint.git_commit}`);
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console.log(`✅ Rolled back code to ${checkpoint.git_commit}`);
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}
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// Restore context state
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const restoredContext = checkpoint.context_snapshot;
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// Add rollback metadata
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restoredContext.rollback_history = restoredContext.rollback_history || [];
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restoredContext.rollback_history.push({
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timestamp: new Date().toISOString(),
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from_phase: context.phase,
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to_checkpoint: checkpointId,
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reason: 'manual_rollback'
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});
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return restoredContext;
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}
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}
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// Usage
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const checkpointMgr = new CheckpointManager();
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// Before risky operation
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const checkpointId = await checkpointMgr.createCheckpoint(
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context,
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'before-database-migration'
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);
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try {
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await performDatabaseMigration();
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} catch (error) {
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// Rollback on failure
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context = await checkpointMgr.rollbackToCheckpoint(context, checkpointId);
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}
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```
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||||
---
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||||
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## Performance
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||||
|
||||
### Optimization 1: Lazy Context Loading
|
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|
||||
**Practice:**
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||||
```typescript
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interface ContextMetadata {
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version: string;
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workflow_id: string;
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phase: string;
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timestamp: string;
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current_agent: string;
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}
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class LazyWorkflowContext {
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private _metadata: ContextMetadata | null = null;
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private _fullContext: any = null;
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constructor(private contextPath: string) {}
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// Fast metadata access (doesn't load full context)
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async getMetadata(): Promise<ContextMetadata> {
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if (!this._metadata) {
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const json = await fs.promises.readFile(this.contextPath, 'utf-8');
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const context = JSON.parse(json);
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this._metadata = {
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version: context.version,
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workflow_id: context.workflow_id,
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phase: context.phase,
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timestamp: context.timestamp,
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||||
current_agent: context.current_agent
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||||
};
|
||||
}
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||||
|
||||
return this._metadata;
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||||
}
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||||
|
||||
// Load full context only when needed
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||||
async getFullContext() {
|
||||
if (!this._fullContext) {
|
||||
const json = await fs.promises.readFile(this.contextPath, 'utf-8');
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||||
this._fullContext = JSON.parse(json);
|
||||
}
|
||||
|
||||
return this._fullContext;
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||||
}
|
||||
|
||||
// Access specific fields without full load
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||||
async getField<T>(fieldName: string): Promise<T> {
|
||||
const metadata = await this.getMetadata();
|
||||
if (fieldName in metadata) {
|
||||
return (metadata as any)[fieldName];
|
||||
}
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||||
|
||||
// Need full context for this field
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||||
const full = await this.getFullContext();
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||||
return full[fieldName];
|
||||
}
|
||||
}
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||||
|
||||
// Usage - very fast for metadata-only operations
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||||
const ctx = new LazyWorkflowContext('.claude/context/workflow-123.json');
|
||||
const phase = await ctx.getMetadata(); // Fast - only loads 5 fields
|
||||
console.log(phase.phase); // 'implementation-complete'
|
||||
|
||||
// Only load full context when actually needed
|
||||
if (needFullHistory) {
|
||||
const full = await ctx.getFullContext(); // Slower
|
||||
processHistory(full.conversation_history);
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Optimization 2: Incremental Updates
|
||||
|
||||
**Practice:**
|
||||
```javascript
|
||||
class IncrementalContextManager {
|
||||
async updateContextField(workflowId, fieldName, value) {
|
||||
const contextPath = `.claude/context/${workflowId}.json`;
|
||||
|
||||
// Read current context
|
||||
const json = await fs.promises.readFile(contextPath, 'utf-8');
|
||||
const context = JSON.parse(json);
|
||||
|
||||
// Update only changed field
|
||||
context[fieldName] = value;
|
||||
context.timestamp = new Date().toISOString();
|
||||
|
||||
// Atomic write
|
||||
const tempPath = `${contextPath}.tmp`;
|
||||
await fs.promises.writeFile(tempPath, JSON.stringify(context, null, 2));
|
||||
await fs.promises.rename(tempPath, contextPath);
|
||||
}
|
||||
|
||||
async appendToArrayField(workflowId, fieldName, item) {
|
||||
const contextPath = `.claude/context/${workflowId}.json`;
|
||||
const json = await fs.promises.readFile(contextPath, 'utf-8');
|
||||
const context = JSON.parse(json);
|
||||
|
||||
// Append to array
|
||||
if (!Array.isArray(context[fieldName])) {
|
||||
context[fieldName] = [];
|
||||
}
|
||||
context[fieldName].push(item);
|
||||
context.timestamp = new Date().toISOString();
|
||||
|
||||
// Save
|
||||
const tempPath = `${contextPath}.tmp`;
|
||||
await fs.promises.writeFile(tempPath, JSON.stringify(context, null, 2));
|
||||
await fs.promises.rename(tempPath, contextPath);
|
||||
}
|
||||
}
|
||||
|
||||
// Usage - faster than loading/saving entire context
|
||||
const mgr = new IncrementalContextManager();
|
||||
|
||||
await mgr.updateContextField('workflow-123', 'phase', 'testing-complete');
|
||||
|
||||
await mgr.appendToArrayField('workflow-123', 'decisions',
|
||||
'Use Playwright for E2E tests'
|
||||
);
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Security
|
||||
|
||||
### Practice 1: No Secrets in Context
|
||||
|
||||
**Rule:** Never save API keys, passwords, tokens, or sensitive data in context.
|
||||
|
||||
**Implementation:**
|
||||
```javascript
|
||||
// ❌ BAD: Secrets in context
|
||||
const context = {
|
||||
workflow_id: 'deploy-prod',
|
||||
database_url: 'postgresql://user:password@host:5432/db', // LEAKED!
|
||||
api_key: 'sk_live_abc123...', // LEAKED!
|
||||
aws_secret: 'wJalrXUtnFEMI/K7MDENG...' // LEAKED!
|
||||
};
|
||||
|
||||
// ✅ GOOD: Reference secrets by ID
|
||||
const context = {
|
||||
workflow_id: 'deploy-prod',
|
||||
secrets: {
|
||||
database_url: { ref: 'env:DATABASE_URL' },
|
||||
api_key: { ref: 'doppler:STRIPE_API_KEY' },
|
||||
aws_secret: { ref: 'vault:aws/secret_key' }
|
||||
}
|
||||
};
|
||||
|
||||
// Agent resolves secrets at runtime
|
||||
function resolveSecrets(context) {
|
||||
return Object.entries(context.secrets || {}).reduce((acc, [key, value]) => {
|
||||
const [provider, secretId] = value.ref.split(':');
|
||||
|
||||
switch (provider) {
|
||||
case 'env':
|
||||
acc[key] = process.env[secretId];
|
||||
break;
|
||||
case 'doppler':
|
||||
acc[key] = fetchFromDoppler(secretId);
|
||||
break;
|
||||
case 'vault':
|
||||
acc[key] = fetchFromVault(secretId);
|
||||
break;
|
||||
}
|
||||
|
||||
return acc;
|
||||
}, {});
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Practice 2: Context Access Control
|
||||
|
||||
**Implementation:**
|
||||
```javascript
|
||||
class SecureContextManager {
|
||||
constructor(workflowId, userId) {
|
||||
this.workflowId = workflowId;
|
||||
this.userId = userId;
|
||||
}
|
||||
|
||||
async saveContext(context) {
|
||||
// Check write permission
|
||||
if (!await this.canWrite(this.userId, this.workflowId)) {
|
||||
throw new Error('Permission denied: cannot save context');
|
||||
}
|
||||
|
||||
// Sanitize before saving
|
||||
const sanitized = this.sanitizeContext(context);
|
||||
|
||||
// Save with restricted permissions
|
||||
const contextPath = this.getContextPath();
|
||||
await fs.promises.writeFile(
|
||||
contextPath,
|
||||
JSON.stringify(sanitized, null, 2),
|
||||
{ mode: 0o600 } // Owner read/write only
|
||||
);
|
||||
|
||||
// Log access
|
||||
await this.logAccess('write', contextPath);
|
||||
}
|
||||
|
||||
async loadContext() {
|
||||
// Check read permission
|
||||
if (!await this.canRead(this.userId, this.workflowId)) {
|
||||
throw new Error('Permission denied: cannot read context');
|
||||
}
|
||||
|
||||
const contextPath = this.getContextPath();
|
||||
const json = await fs.promises.readFile(contextPath, 'utf-8');
|
||||
|
||||
// Log access
|
||||
await this.logAccess('read', contextPath);
|
||||
|
||||
return JSON.parse(json);
|
||||
}
|
||||
|
||||
sanitizeContext(context) {
|
||||
// Remove sensitive fields
|
||||
const { password, token, secret, ...safe } = context;
|
||||
|
||||
// Redact sensitive patterns
|
||||
const sanitized = JSON.stringify(safe);
|
||||
const redacted = sanitized
|
||||
.replace(/sk_live_[a-zA-Z0-9]+/g, 'sk_live_REDACTED')
|
||||
.replace(/password":\s*"[^"]+"/g, 'password": "REDACTED"');
|
||||
|
||||
return JSON.parse(redacted);
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Testing
|
||||
|
||||
### Practice 1: Context Validation Tests
|
||||
|
||||
**Implementation:**
|
||||
```typescript
|
||||
import { describe, test, expect } from 'vitest';
|
||||
|
||||
describe('Context Validation', () => {
|
||||
test('should have all required fields', () => {
|
||||
const context = createTestContext();
|
||||
|
||||
expect(context).toHaveProperty('version');
|
||||
expect(context).toHaveProperty('workflow_id');
|
||||
expect(context).toHaveProperty('timestamp');
|
||||
expect(context).toHaveProperty('current_agent');
|
||||
expect(context).toHaveProperty('phase');
|
||||
});
|
||||
|
||||
test('should have valid timestamp format', () => {
|
||||
const context = createTestContext();
|
||||
|
||||
// Should be ISO 8601
|
||||
expect(() => {
|
||||
new Date(context.timestamp);
|
||||
}).not.toThrow();
|
||||
|
||||
// Should be recent (within 1 hour)
|
||||
const timestamp = new Date(context.timestamp);
|
||||
const now = new Date();
|
||||
const diffMs = now.getTime() - timestamp.getTime();
|
||||
expect(diffMs).toBeLessThan(3600000); // 1 hour
|
||||
});
|
||||
|
||||
test('should not contain secrets', () => {
|
||||
const context = createTestContext();
|
||||
const json = JSON.stringify(context);
|
||||
|
||||
// Check for common secret patterns
|
||||
expect(json).not.toMatch(/sk_live_[a-zA-Z0-9]+/); // Stripe
|
||||
expect(json).not.toMatch(/password/i);
|
||||
expect(json).not.toMatch(/api[_-]?key/i);
|
||||
});
|
||||
|
||||
test('should be under size limit', () => {
|
||||
const context = createTestContext();
|
||||
const size = JSON.stringify(context).length;
|
||||
|
||||
expect(size).toBeLessThan(500 * 1024); // 500KB
|
||||
});
|
||||
});
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Practice 2: Workflow Integration Tests
|
||||
|
||||
**Implementation:**
|
||||
```typescript
|
||||
describe('Workflow Integration', () => {
|
||||
test('should complete sequential workflow', async () => {
|
||||
const workflow = new WorkflowOrchestrator();
|
||||
|
||||
const agents = [
|
||||
new DesignAgent(),
|
||||
new ImplementAgent(),
|
||||
new TestAgent(),
|
||||
new DeployAgent()
|
||||
];
|
||||
|
||||
const result = await workflow.executeSequential(agents);
|
||||
|
||||
expect(result.phase).toBe('deployed');
|
||||
expect(result.files_modified.length).toBeGreaterThan(0);
|
||||
expect(result.decisions.length).toBeGreaterThan(0);
|
||||
});
|
||||
|
||||
test('should handle agent failure gracefully', async () => {
|
||||
const workflow = new WorkflowOrchestrator();
|
||||
|
||||
const agents = [
|
||||
new DesignAgent(),
|
||||
new FailingAgent(), // Will throw error
|
||||
new TestAgent()
|
||||
];
|
||||
|
||||
await expect(
|
||||
workflow.executeSequential(agents)
|
||||
).rejects.toThrow();
|
||||
|
||||
// Context should be saved up to failure point
|
||||
const context = await loadContext(workflow.workflowId);
|
||||
expect(context.phase).toBe('design-complete');
|
||||
expect(context.error_log).toHaveLength(1);
|
||||
});
|
||||
});
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Quick Reference
|
||||
|
||||
**Context Design:**
|
||||
- ✅ Keep contexts <100KB
|
||||
- ✅ Be explicit, avoid assumptions
|
||||
- ✅ Version your schema
|
||||
- ❌ Don't embed large files
|
||||
- ❌ Don't include secrets
|
||||
|
||||
**Handoff Patterns:**
|
||||
- Sequential: Clean, linear progression
|
||||
- Parallel: Concurrent tasks with merge
|
||||
- Conditional: Route based on results
|
||||
|
||||
**Error Handling:**
|
||||
- Save partial progress
|
||||
- Create checkpoints before risky operations
|
||||
- Implement rollback strategies
|
||||
|
||||
**Performance:**
|
||||
- Use lazy loading for metadata
|
||||
- Implement incremental updates
|
||||
- Cache frequently accessed contexts
|
||||
|
||||
**Security:**
|
||||
- Never save secrets in context
|
||||
- Use secret references instead
|
||||
- Implement access control
|
||||
- Sanitize before saving
|
||||
|
||||
**Testing:**
|
||||
- Validate required fields
|
||||
- Check for secrets
|
||||
- Verify size limits
|
||||
- Test workflow integration
|
||||
|
||||
---
|
||||
|
||||
**Best Practices Version**: 1.0
|
||||
**Last Updated**: 2025-01-15
|
||||
Reference in New Issue
Block a user