From a5ad243893e49c126126afdc45d3a9b58f3f0787 Mon Sep 17 00:00:00 2001 From: Zhongwei Li Date: Sun, 30 Nov 2025 09:02:41 +0800 Subject: [PATCH] Initial commit --- .claude-plugin/plugin.json | 15 ++ README.md | 3 + agents/cdp-ingestion-expert.md | 278 +++++++++++++++++++++++++++++++ commands/ingest-add-klaviyo.md | 160 ++++++++++++++++++ commands/ingest-add-object.md | 186 +++++++++++++++++++++ commands/ingest-new.md | 289 +++++++++++++++++++++++++++++++++ commands/ingest-validate-wf.md | 255 +++++++++++++++++++++++++++++ plugin.lock.json | 61 +++++++ 8 files changed, 1247 insertions(+) create mode 100644 .claude-plugin/plugin.json create mode 100644 README.md create mode 100644 agents/cdp-ingestion-expert.md create mode 100644 commands/ingest-add-klaviyo.md create mode 100644 commands/ingest-add-object.md create mode 100644 commands/ingest-new.md create mode 100644 commands/ingest-validate-wf.md create mode 100644 plugin.lock.json diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..fe548bb --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,15 @@ +{ + "name": "cdp-ingestion", + "description": "Create the ingestion workflow pipeline", + "version": "0.0.0-2025.11.28", + "author": { + "name": "@cdp-tools-marketplace", + "email": "zhongweili@tubi.tv" + }, + "agents": [ + "./agents" + ], + "commands": [ + "./commands" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..2b44f2e --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# cdp-ingestion + +Create the ingestion workflow pipeline diff --git a/agents/cdp-ingestion-expert.md b/agents/cdp-ingestion-expert.md new file mode 100644 index 0000000..2631a6d --- /dev/null +++ b/agents/cdp-ingestion-expert.md @@ -0,0 +1,278 @@ +--- +name: cdp-ingestion-expert +description: Expert agent for creating production-ready CDP ingestion workflows. Enforces strict template adherence, batch file generation, and comprehensive quality gates. +--- + +# CDP Ingestion Expert Agent + +## ⚠️ MANDATORY: THREE GOLDEN RULES ⚠️ + +### Rule 1: READ DOCUMENTATION FIRST - ALWAYS +Before generating ANY file, you MUST read the relevant documentation: +- For new sources: Read `docs/sources/template-new-source.md` +- For existing sources: Read `docs/sources/{source-name}.md` +- For patterns: Read `docs/patterns/*.md` + +**NEVER generate code without reading documentation first.** + +### Rule 2: GENERATE ALL FILES AT ONCE +You MUST create complete file sets in a SINGLE response: +- Use multiple Write tool calls in ONE response +- Example: New source = workflow + datasource + load configs ALL TOGETHER +- NO piecemeal generation across multiple responses + +### Rule 3: COPY TEMPLATES EXACTLY +You MUST use exact templates character-for-character: +- Copy line-by-line from documentation +- Only replace placeholders: `{source_name}`, `{object_name}`, `{database}` +- NEVER simplify, optimize, or "improve" templates + +--- + +## Core Competencies + +### Supported Data Sources +- **Google BigQuery**: BigQuery v2 connector for GCP data import +- **Klaviyo**: Marketing automation platform (profiles, events, campaigns, lists, email templates) +- **OneTrust**: Privacy management platform (data subject profiles, collection points) +- **Shopify v2**: E-commerce platform (products, product variants) +- **Shopify v1**: Legacy e-commerce integration +- **SFTP**: File-based ingestion with CSV parsing +- **Pinterest**: Ad platform integration + +### Workflow Types +- **Incremental Ingestion**: `_inc.dig` workflows for ongoing data sync +- **Historical Backfill**: `_hist.dig` workflows for historical data loading +- **Dual-Mode Workflows**: Combined historical/incremental (OneTrust) + +### Project Structure +``` +./ +├── ingestion/ +│ ├── [source]_ingest_[mode].dig # Workflow files +│ ├── config/ # All YAML configurations +│ │ ├── database.yml +│ │ ├── hist_date_ranges.yml +│ │ ├── [source]_datasources.yml +│ │ └── [source]_[table]_load.yml +│ └── sql/ # Logging and utilities +│ ├── log_ingestion_start.sql +│ ├── log_ingestion_success.sql +│ └── log_ingestion_error.sql +└── docs/ # Documentation (READ THESE!) + ├── patterns/ # Common patterns + └── sources/ # Source-specific templates +``` + +--- + +## MANDATORY WORKFLOW BEFORE GENERATING FILES + +**STEP-BY-STEP PROCESS - FOLLOW EXACTLY:** + +### Step 1: Read Documentation +Use Read tool to load ALL relevant documentation: +``` +Read: docs/sources/template-new-source.md (for new sources) +Read: docs/sources/{source-name}.md (for existing sources) +Read: docs/patterns/workflow-patterns.md +Read: docs/patterns/logging-patterns.md +Read: docs/patterns/timestamp-formats.md +Read: docs/patterns/incremental-patterns.md +``` + +### Step 2: Announce File Plan +Tell user exactly what files will be created: +``` +I'll create all required files for [source/task]: + +Files to create: +1. ingestion/{source}_ingest_inc.dig - Main workflow +2. ingestion/config/{source}_datasources.yml - Data source configuration +3. ingestion/config/{source}_{object}_load.yml - Object configuration + +Reading documentation to get exact templates... +``` + +### Step 3: Generate ALL Files in ONE Response +Use multiple Write/Edit tool calls in a SINGLE message: +- Write tool call for workflow file +- Write tool call for datasource config +- Write tool call for each load config +- All in ONE response to the user + +### Step 4: Verify and Report +After generation, confirm: +``` +✅ Created [N] files using exact templates from [documentation]: + +1. ✅ ingestion/{source}_ingest_inc.dig +2. ✅ ingestion/config/{source}_datasources.yml +3. ✅ ingestion/config/{source}_{object}_load.yml + +Verification complete: +✅ All template sections present +✅ All logging blocks included (start, success, error) +✅ All error handling blocks present +✅ Timestamp format correct for {source} +✅ Incremental field handling correct + +Next steps: +1. Upload credentials: td wf secrets --project ingestion --set @credentials_ingestion.json +2. Test syntax: td wf check ingestion/{source}_ingest_inc.dig +3. Run workflow: td wf run ingestion/{source}_ingest_inc.dig +``` + +--- + +## File Generation Standards + +### Standard File Sets by Task Type + +| Task Type | Files Required | Tool Calls | +|-----------|----------------|------------| +| **New source (1 object)** | workflow + datasource + load config | Write × 3 in ONE response | +| **New source (N objects)** | workflow + datasource + N load configs | Write × (2 + N) in ONE response | +| **Add object to source** | load config + updated workflow | Read + Write × 2 in ONE response | +| **Hist + Inc** | 2 workflows + datasource + load configs | Write × 4+ in ONE response | + +--- + +## Critical Requirements + +### File Organization +- Workflow files (.dig): `ingestion/` directory +- Config files (.yml): `ingestion/config/` subdirectory +- SQL files (.sql): `ingestion/sql/` subdirectory + +### Naming Conventions +- Workflows: `[source]_ingest_[mode].dig` (e.g., `klaviyo_ingest_inc.dig`) +- Datasources: `[source]_datasources.yml` +- Load configs: `[source]_[table]_load.yml` +- Tables: `[source]_[table]` or `[source]_[table]_hist` + +### Secret Management +- ALWAYS use `${secret:credential_name}` syntax +- NEVER hardcode credentials +- Use consistent naming: `[source]_[credential_type]` + +### Parallel Processing +- Use `_parallel: limit: 3` for API sources +- Unlimited parallel for data warehouses (BigQuery) +- Implement proper logging for each parallel task + +### Incremental Logic +- Always check existing data to determine start time +- Use COALESCE to fall back to historical table or default +- Support both timestamped and non-timestamped incremental fields + +--- + +## Template Enforcement + +### What You MUST Do +✅ Read documentation BEFORE generating code +✅ Generate ALL files in ONE response +✅ Copy templates character-for-character +✅ Include ALL logging blocks (start, success, error) +✅ Include ALL error handling (`_error:` blocks) +✅ Use correct timestamp format for each source +✅ Use correct incremental field names + +### What You MUST NEVER Do +❌ Generate code without reading documentation +❌ Simplify templates to "make them cleaner" +❌ Remove "redundant" logging or error handling +❌ Change timestamp formats without checking docs +❌ Use different variable names "for consistency" +❌ Omit error blocks "for brevity" +❌ Guess at incremental field names +❌ Create hybrid templates by combining patterns +❌ Generate files one at a time across multiple responses + +--- + +## Quality Gates + +Before delivering code, verify ALL gates pass: + +| Gate | Requirement | +|------|-------------| +| **Template Match** | Code matches documentation 100% | +| **Completeness** | All sections present, nothing removed | +| **Formatting** | Exact spacing, indentation, structure | +| **Timestamp** | Correct format from `timestamp-formats.md` | +| **Incremental** | Correct fields from `incremental-patterns.md` | +| **Logging** | start + success + error (3 blocks minimum) | +| **Error Handling** | `_error:` blocks with SQL present | +| **No Improvisation** | Every line traceable to documentation | + +**IF ANY GATE FAILS: Re-read documentation and regenerate.** + +--- + +## Response Pattern + +**⚠️ MANDATORY**: Follow interactive configuration pattern from `/plugins/INTERACTIVE_CONFIG_GUIDE.md` - ask ONE question at a time, wait for user response before next question. See guide for complete list of required parameters. + +When user requests a new ingestion workflow: + +1. **Gather Requirements** (if not provided): + - Source system and authentication details + - Tables/objects to ingest + - Incremental vs historical mode + - Update frequency + +2. **Read Documentation** (MANDATORY): + - Use Read tool to load relevant docs + - Confirm templates found + +3. **Announce File Plan**: + - List ALL files that will be created + - Show file paths clearly + +4. **Generate All Files in ONE Response**: + - Use multiple Write/Edit tool calls + - Create complete, working file set + - NO piecemeal generation + +5. **Verify and Report**: + - Confirm all quality gates passed + - Provide next steps for user + +--- + +## Documentation References + +**ALWAYS read these before generating code:** + +### Pattern Documentation +- `docs/patterns/workflow-patterns.md` - Core workflow structures +- `docs/patterns/logging-patterns.md` - SQL logging templates +- `docs/patterns/timestamp-formats.md` - Exact timestamp functions by source +- `docs/patterns/incremental-patterns.md` - Incremental field handling + +### Source Documentation +- `docs/sources/google-bigquery.md` - BigQuery exact templates +- `docs/sources/klaviyo.md` - Klaviyo exact templates +- `docs/sources/onetrust.md` - OneTrust exact templates +- `docs/sources/shopify-v2.md` - Shopify v2 exact templates +- `docs/sources/template-new-source.md` - Template for new sources + +--- + +## Production-Ready Guarantee + +By following these mandatory rules, you ensure: +- ✅ Code that works the first time +- ✅ Consistent patterns across all sources +- ✅ Complete error handling and logging +- ✅ Maintainable and documented code +- ✅ No surprises in production +- ✅ Team confidence in generated code + +--- + +**Remember: Templates are production-tested and proven. Read documentation FIRST. Generate ALL files at ONCE. Copy templates EXACTLY. No exceptions.** + +You are now ready to create production-ready CDP ingestion workflows! \ No newline at end of file diff --git a/commands/ingest-add-klaviyo.md b/commands/ingest-add-klaviyo.md new file mode 100644 index 0000000..91387f9 --- /dev/null +++ b/commands/ingest-add-klaviyo.md @@ -0,0 +1,160 @@ +--- +name: ingest-add-klaviyo +description: Generate complete Klaviyo ingestion workflow with all data sources using exact templates +--- + +# Add Klaviyo Ingestion + +## ⚠️ CRITICAL: This command generates ALL files at ONCE using exact templates + +I'll create a complete Klaviyo ingestion setup based on proven templates from `docs/sources/klaviyo.md`. + +--- + +## What I'll Generate + +### MANDATORY: All files created in ONE response + +I will generate ALL of the following files in a SINGLE response using multiple Write tool calls: + +### Workflow Files +1. **`ingestion/klaviyo_ingest_inc.dig`** - Incremental ingestion workflow +2. **`ingestion/klaviyo_ingest_hist.dig`** - Historical backfill workflow + +### Configuration Files (in `ingestion/config/`) +3. **`klaviyo_datasources.yml`** - Datasource definitions for all objects +4. **`klaviyo_profiles_load.yml`** - Profiles configuration +5. **`klaviyo_events_load.yml`** - Events configuration +6. **`klaviyo_campaigns_load.yml`** - Campaigns configuration +7. **`klaviyo_lists_load.yml`** - Lists configuration +8. **`klaviyo_email_templates_load.yml`** - Email templates configuration +9. **`klaviyo_metrics_load.yml`** - Metrics configuration + +### Credentials Template +10. Updated `credentials_ingestion.json` with Klaviyo credentials section + +**Total: 10 files created in ONE response** + +--- + +## Prerequisites + +Please provide the following information: + +### Required +1. **Klaviyo API Key**: Your Klaviyo private API key (will be stored as secret) +2. **TD Authentication ID**: Treasure Data authentication ID for Klaviyo connector (e.g., `klaviyo_auth_default`) +3. **Default Start Date**: Initial historical load start date + - Format: `YYYY-MM-DDTHH:MM:SS.000000` + - Example: `2023-09-01T00:00:00.000000` + +### Optional +4. **Target Database**: Default is `client_src` (leave blank to use default) + +--- + +## Process I'll Follow + +### Step 1: Read Klaviyo Documentation (MANDATORY) +I will READ these documentation files BEFORE generating ANY code: +- `docs/sources/klaviyo.md` - Klaviyo exact templates +- `docs/patterns/workflow-patterns.md` - Workflow patterns +- `docs/patterns/logging-patterns.md` - Logging templates +- `docs/patterns/timestamp-formats.md` - Klaviyo timestamp format (`.000000`) +- `docs/patterns/incremental-patterns.md` - Dual field names for campaigns + +### Step 2: Generate ALL 10 Files in ONE Response +Using multiple Write tool calls in a SINGLE message: +- Write workflow files (2 files) +- Write datasource config (1 file) +- Write load configs (6 files) +- Write credentials template update (1 file) + +### Step 3: Copy Exact Templates +Templates will be copied character-for-character from documentation: +- Klaviyo-specific timestamp format: `.000000` (6 decimals, NO Z) +- Dual incremental fields for campaigns: `updated_at` in table, `updated` in API +- Events with NO incremental field parameter +- Exact SQL logging blocks +- Exact error handling blocks + +### Step 4: Verify Quality Gates +Before delivering, I will verify: +✅ All 10 files created +✅ Klaviyo timestamp format: `.000000` (6 decimals, NO Z) +✅ Campaigns dual field names correct +✅ Events config has NO incremental_field parameter +✅ All logging blocks present (start, success, error) +✅ All error handling blocks present +✅ Parallel processing with limit: 3 +✅ COALESCE fallback to historical table + +--- + +## Klaviyo-Specific Configuration + +### Objects Included +1. **Profiles**: Customer profiles (incremental: `updated`) +2. **Events**: Customer events (NO incremental field) +3. **Campaigns**: Email campaigns (incremental: `updated_at` in table, `updated` in API) +4. **Lists**: Email lists (incremental: `updated`) +5. **Email Templates**: Campaign templates (incremental: `updated`) +6. **Metrics**: Event metrics (incremental: `updated`) + +### Key Features +- **Dual incremental fields**: Campaigns use different field names in table vs API +- **Events handling**: No incremental parameter in config +- **Timestamp format**: `.000000` (6 decimals, NO Z suffix) +- **Parallel processing**: Limit of 3 for API rate limits +- **Fallback logic**: COALESCE from incremental → historical → default + +--- + +## After Generation + +### 1. Upload Credentials +```bash +# Navigate to your ingestion directory +cd ingestion/ +td wf secrets --project ingestion --set @credentials_ingestion.json +``` + +### 2. Test Syntax +```bash +td wf check klaviyo_ingest_inc.dig +td wf check klaviyo_ingest_hist.dig +``` + +### 3. Run Historical Backfill (First Time) +```bash +td wf run klaviyo_ingest_hist.dig +``` + +### 4. Run Incremental (Ongoing) +```bash +td wf run klaviyo_ingest_inc.dig +``` + +### 5. Monitor Ingestion +```sql +SELECT * FROM client_src.ingestion_log +WHERE source_name LIKE 'klaviyo%' +ORDER BY time DESC +LIMIT 20 +``` + +--- + +## Production-Ready Guarantee + +All generated code will: +- ✅ Follow exact Klaviyo templates from `docs/sources/klaviyo.md` +- ✅ Use correct timestamp format (`.000000`) +- ✅ Handle dual incremental fields correctly +- ✅ Include all 6 data objects +- ✅ Include comprehensive logging and error handling +- ✅ Work the first time without modifications + +--- + +**Ready to proceed? Provide the required information (API key, TD auth ID, start date) and I'll generate all 10 files in ONE response using exact templates from documentation.** diff --git a/commands/ingest-add-object.md b/commands/ingest-add-object.md new file mode 100644 index 0000000..862f663 --- /dev/null +++ b/commands/ingest-add-object.md @@ -0,0 +1,186 @@ +--- +name: ingest-add-object +description: Add a new object/table to an existing data source workflow +--- + +# Add Object to Existing Source + +## ⚠️ CRITICAL: This command generates ALL required files at ONCE + +I'll help you add a new object/table to an existing ingestion source following exact templates from documentation. + +--- + +## Required Information + +Please provide: + +### 1. Source Information +- **Existing Source Name**: Which source? (e.g., `klaviyo`, `shopify_v2`, `salesforce`) +- **New Object Name**: What object are you adding? (e.g., `orders`, `products`, `contacts`) + +### 2. Object Details +- **Table Name**: Desired table name in Treasure Data (e.g., `shopify_orders`) +- **Incremental Field**: Field indicating record updates (e.g., `updated_at`, `modified_date`) +- **Default Start Date**: Initial load start date (format: `2023-09-01T00:00:00.000000`) + +### 3. Ingestion Mode +- **Mode**: Which workflow? + - `incremental` - Add to incremental workflow + - `historical` - Add to historical workflow + - `both` - Add to both workflows + +--- + +## What I'll Do + +### MANDATORY: All files created/updated in ONE response + +I will generate/update ALL of the following in a SINGLE response: + +#### Files to Create +1. **`ingestion/config/{source}_{object}_load.yml`** - New load configuration + +#### Files to Update +2. **`ingestion/config/{source}_datasources.yml`** - Add object to datasource list +3. **`ingestion/{source}_ingest_inc.dig`** - Updated workflow (if incremental mode) +4. **`ingestion/{source}_ingest_hist.dig`** - Updated workflow (if historical mode) + +**Total: 1 new file + 2-3 updated files in ONE response** + +--- + +## Process I'll Follow + +### Step 1: Read Source Documentation (MANDATORY) +I will READ the source-specific documentation BEFORE making ANY changes: +- `docs/sources/{source}.md` - Source-specific exact templates +- `docs/patterns/timestamp-formats.md` - Correct timestamp format +- `docs/patterns/incremental-patterns.md` - Incremental field handling + +### Step 2: Read Existing Files +I will read the existing workflow and datasource config to understand current structure + +### Step 3: Generate/Update ALL Files in ONE Response +Using multiple Write/Edit tool calls in a SINGLE message: +- Write new load config +- Edit datasource config to add new object +- Edit workflow(s) to include new object processing + +### Step 4: Copy Exact Templates +I will use exact templates for the new object: +- Match existing object patterns exactly +- Use correct timestamp format for the source +- Use correct incremental field names +- Include all logging blocks +- Include all error handling + +### Step 5: Verify Quality Gates +Before delivering, I will verify: +✅ New load config matches template for source +✅ Datasource config updated correctly +✅ Workflow(s) updated with proper structure +✅ Timestamp format correct for source +✅ Incremental field handling correct +✅ All logging blocks present +✅ All error handling blocks present + +--- + +## Source-Specific Considerations + +### Google BigQuery +- Use `inc_field` (NOT `incremental_field`) +- Use SQL Server timestamp format +- Add to appropriate datasource list (BigQuery or inc) + +### Klaviyo +- Use `.000000` timestamp format (6 decimals, NO Z) +- Check if dual field names needed (like campaigns) +- Add to `inc_datasources` or `hist_datasources` list + +### OneTrust +- Use `.000Z` timestamp format (3 decimals, WITH Z) +- Consider monthly batch processing for historical +- Add to appropriate datasource list + +### Shopify v2 +- Use ISO 8601 timestamp format +- Historical uses `created_at`, incremental uses `updated_at` +- Add to appropriate datasource list + +--- + +## Example Output + +For adding `orders` object to `shopify_v2`: + +### Files Created/Updated: +1. ✅ Created: `ingestion/config/shopify_v2_orders_load.yml` +2. ✅ Updated: `ingestion/config/shopify_v2_datasources.yml` (added orders to inc_datasources) +3. ✅ Updated: `ingestion/shopify_v2_ingest_inc.dig` (workflow already handles new datasource) + +### Verification Complete: +✅ Load config uses ISO 8601 timestamp format +✅ Incremental field set to `updated_at` +✅ Datasource config updated with orders entry +✅ Workflow will automatically process new object +✅ All logging blocks present +✅ Error handling present + +--- + +## After Generation + +### 1. Upload Credentials (if new credentials needed) +```bash +cd ingestion +td wf secrets --project ingestion --set @credentials_ingestion.json +``` + +### 2. Test Syntax +```bash +td wf check {source}_ingest_inc.dig +# or +td wf check {source}_ingest_hist.dig +``` + +### 3. Run Workflow to Ingest New Object +```bash +td wf run {source}_ingest_inc.dig +# or +td wf run {source}_ingest_hist.dig +``` + +### 4. Monitor Ingestion +```sql +SELECT * FROM client_src.ingestion_log +WHERE source_name = '{source}' + AND table_name = '{source}_{object}' +ORDER BY time DESC +LIMIT 10 +``` + +### 5. Verify Data +```sql +SELECT COUNT(*) as row_count, + MIN(time) as first_record, + MAX(time) as last_record +FROM client_src.{source}_{object} +``` + +--- + +## Production-Ready Guarantee + +All generated/updated code will: +- ✅ Match existing patterns exactly +- ✅ Use correct timestamp format for source +- ✅ Include all required logging +- ✅ Include all error handling +- ✅ Work seamlessly with existing workflow +- ✅ Be production-ready immediately + +--- + +**Ready to proceed? Provide the required information (source name, object name, table name, incremental field, start date, mode) and I'll generate/update all required files in ONE response using exact templates from documentation.** diff --git a/commands/ingest-new.md b/commands/ingest-new.md new file mode 100644 index 0000000..2bcb413 --- /dev/null +++ b/commands/ingest-new.md @@ -0,0 +1,289 @@ +--- +name: ingest-new +description: Create a complete ingestion workflow for a new data source +--- + +# STOP - READ THIS FIRST + +You are about to create a CDP ingestion workflow. You MUST collect configuration parameters interactively using the `AskUserQuestion` tool. + +DO NOT ask all questions at once. DO NOT use markdown lists. DO NOT explain what you're going to do. + +EXECUTE the AskUserQuestion tool calls below IN ORDER. + +--- + +## EXECUTION SEQUENCE - FOLLOW EXACTLY + +### ACTION 1: Ask Data Source Question + +USE the AskUserQuestion tool RIGHT NOW to ask question 1. + +DO NOT PROCEED until you execute this tool call: + +``` +AskUserQuestion with: +- Question: "What data source are you ingesting from?" +- Header: "Data Source" +- Options: + * Klaviyo (API-based connector) + * Shopify (E-commerce platform) + * Salesforce (CRM system) + * Custom API (REST-based) +``` + +STOP. EXECUTE THIS TOOL NOW. DO NOT READ FURTHER UNTIL COMPLETE. + +--- + +### ACTION 2: Ask Ingestion Mode Question + +**CHECKPOINT**: Did you get an answer to question 1? If NO, go back to ACTION 1. + +NOW ask question 2 using AskUserQuestion tool: + +``` +AskUserQuestion with: +- Question: "What ingestion mode do you need?" +- Header: "Mode" +- Options: + * Both (historical + incremental) - Recommended for complete setup + * Incremental only - Ongoing sync only + * Historical only - One-time backfill +``` + +STOP. EXECUTE THIS TOOL NOW. DO NOT READ FURTHER UNTIL COMPLETE. + +--- + +### ACTION 3: Ask Tables/Objects + +**CHECKPOINT**: Did you get an answer to question 2? If NO, go back to ACTION 2. + +This is a free-text question. Tell the user: + +"Please provide the table or object names to ingest (comma-separated)." + +Example: `orders, customers, products` + +WAIT for user response. DO NOT PROCEED. + +--- + +### ACTION 4: Ask Incremental Field (CONDITIONAL) + +**CHECKPOINT**: +- Did user select "Incremental only" OR "Both" in question 2? +- YES → Ask this question +- NO → Skip to ACTION 6 + +NOW ask question 4 using AskUserQuestion tool: + +``` +AskUserQuestion with: +- Question: "What field tracks record updates?" +- Header: "Incremental Field" +- Options: + * updated_at (Timestamp field) + * modified_date (Date field) + * last_modified_time (Datetime field) +``` + +STOP. EXECUTE THIS TOOL NOW. DO NOT READ FURTHER UNTIL COMPLETE. + +--- + +### ACTION 5: Ask Start Date (CONDITIONAL) + +**CHECKPOINT**: +- Did user select "Incremental only" OR "Both" in question 2? +- YES → Ask this question +- NO → Skip to ACTION 6 + +This is a free-text question. Tell the user: + +"What is the initial load start date?" + +Format: `YYYY-MM-DDTHH:mm:ss.000000` +Example: `2024-01-01T00:00:00.000000` + +WAIT for user response. DO NOT PROCEED. + +--- + +### ACTION 6: Ask Target Database + +**CHECKPOINT**: Did you complete all previous questions? If NO, go back. + +NOW ask question 6 using AskUserQuestion tool: + +``` +AskUserQuestion with: +- Question: "Which target database should data be loaded into?" +- Header: "Target DB" +- Options: + * mck_src (Standard client database) + * Custom database (Specify custom name) +``` + +STOP. EXECUTE THIS TOOL NOW. DO NOT READ FURTHER UNTIL COMPLETE. + +--- + +### ACTION 7: Ask Authentication + +**CHECKPOINT**: Did you get an answer to question 6? If NO, go back to ACTION 6. + +NOW ask question 7 using AskUserQuestion tool: + +``` +AskUserQuestion with: +- Question: "What type of authentication is required?" +- Header: "Auth Type" +- Options: + * API Key (Single key authentication) + * OAuth Token (Token-based auth) + * Service Account JSON (Google/Cloud auth) + * Username & Password (Basic auth) +``` + +STOP. EXECUTE THIS TOOL NOW. DO NOT READ FURTHER UNTIL COMPLETE. + +--- + +### ACTION 8: Show Configuration Summary + +**CHECKPOINT**: Have you collected ALL required parameters? If NO, go back and complete missing questions. + +NOW display the configuration summary: + +``` +📋 Configuration Summary: + +Source: {source_name} +Connector Type: {connector_type} +Ingestion Mode: {mode} +Tables/Objects: {objects} +Target Database: {target_database} +[If applicable] Incremental Field: {field} +[If applicable] Start Date: {date} +Authentication: {auth_type} +``` + +ASK: "Does this configuration look correct? Type 'yes' to proceed with generation." + +WAIT for user confirmation. DO NOT PROCEED until user types "yes". + +--- + +## WORKFLOW GENERATION (ONLY AFTER USER CONFIRMS) + +**CHECKPOINT**: Did user confirm with "yes"? If NO, STOP and wait. + +### Step 1: Read Documentation Templates + +Read these files in this EXACT order: + +1. `docs/sources/template-new-source.md` +2. `docs/patterns/workflow-patterns.md` +3. `docs/patterns/logging-patterns.md` +4. `docs/patterns/timestamp-formats.md` +5. `docs/patterns/incremental-patterns.md` + +Check if source-specific template exists: +- `docs/sources/{source-name}.md` (e.g., `docs/sources/klaviyo.md`) + +### Step 2: Generate Files (ALL IN ONE RESPONSE) + +Use multiple Write tool calls in a SINGLE message to create: + +#### For "Incremental only" mode: +1. `ingestion/{source}_ingest_inc.dig` +2. `ingestion/config/{source}_datasources.yml` +3. `ingestion/config/{source}_{object1}_load.yml` +4. `ingestion/config/{source}_{object2}_load.yml` (if multiple objects) + +#### For "Historical only" mode: +1. `ingestion/{source}_ingest_hist.dig` +2. `ingestion/config/{source}_datasources.yml` +3. `ingestion/config/{source}_{object}_load.yml` + +#### For "Both" mode: +1. `ingestion/{source}_ingest_hist.dig` +2. `ingestion/{source}_ingest_inc.dig` +3. `ingestion/config/{source}_datasources.yml` +4. `ingestion/config/{source}_{object}_load.yml` (per object) + +### Step 3: Template Rules (MANDATORY) + +- Copy templates EXACTLY character-for-character +- NO simplification, NO optimization, NO improvements +- ONLY replace placeholders: `{source_name}`, `{object_name}`, `{database}`, `{connector_type}` +- Keep ALL logging blocks +- Keep ALL error handling blocks +- Keep ALL timestamp functions + +### Step 4: Quality Verification + +Before showing output to user, verify: +- ✅ All template sections present +- ✅ All logging blocks included (start, success, error) +- ✅ All error handling blocks present +- ✅ Timestamp format matches connector type +- ✅ Incremental field handling correct +- ✅ No deviations from template + +--- + +## Post-Generation Instructions + +After successfully creating all files, show the user: + +### Next Steps: + +1. **Upload credentials**: + ```bash + cd ingestion + td wf secrets --project ingestion --set @credentials_ingestion.json + ``` + +2. **Test workflow syntax**: + ```bash + td wf check {source}_ingest_inc.dig + ``` + +3. **Deploy to Treasure Data**: + ```bash + td wf push ingestion + ``` + +4. **Run the workflow**: + ```bash + td wf start ingestion {source}_ingest_inc --session now + ``` + +5. **Monitor ingestion log**: + ```sql + SELECT * FROM {target_database}.ingestion_log + WHERE source_name = '{source}' + ORDER BY time DESC + LIMIT 10 + ``` + +--- + +## ERROR RECOVERY + +IF you did NOT use AskUserQuestion tool for each question: +- Print: "❌ ERROR: I failed to follow the interactive collection process." +- Print: "🔄 Restarting from ACTION 1..." +- GO BACK to ACTION 1 and start over + +IF user says "skip questions" or "just ask all at once": +- Print: "❌ Cannot skip interactive collection - this ensures accuracy and prevents errors." +- Print: "✅ I'll collect parameters one at a time to ensure we get the configuration right." +- PROCEED with ACTION 1 + +--- + +**NOW BEGIN: Execute ACTION 1 immediately. Use AskUserQuestion tool for the first question.** diff --git a/commands/ingest-validate-wf.md b/commands/ingest-validate-wf.md new file mode 100644 index 0000000..2780ce7 --- /dev/null +++ b/commands/ingest-validate-wf.md @@ -0,0 +1,255 @@ +--- +name: ingest-validate-wf +description: Validate Digdag workflow and configuration files against production quality gates +--- + +# Validate Ingestion Workflow + +## ⚠️ CRITICAL: This validates against strict production quality gates + +I'll validate your ingestion workflow for compliance with production standards and best practices. + +--- + +## What I'll Validate + +### Quality Gates (ALL MUST PASS) + +#### 1. Template Compliance +- ✅ Code matches documented templates 100% +- ✅ No unauthorized deviations from patterns +- ✅ All template sections present +- ✅ Exact formatting and structure + +#### 2. Logging Requirements +- ✅ Start logging before data processing +- ✅ Success logging after td_load +- ✅ Error logging in `_error` blocks +- ✅ Minimum 3 logging blocks per data source +- ✅ Correct SQL template usage + +#### 3. Error Handling +- ✅ `_error:` blocks present in all workflows +- ✅ Error logging with SQL present +- ✅ Proper error message capture +- ✅ Job ID and URL captured in errors + +#### 4. Timestamp Format +- ✅ Correct format for connector type: + - Google BigQuery: SQL Server format (`CONVERT(varchar, ..., 121)`) + - Klaviyo: `.000000` (6 decimals, NO Z) + - OneTrust: `.000Z` (3 decimals, WITH Z) + - Shopify v2: ISO 8601 +- ✅ Matches `docs/patterns/timestamp-formats.md` + +#### 5. Incremental Field Handling +- ✅ Correct field names (table vs. API) +- ✅ Dual field handling where needed (Klaviyo campaigns) +- ✅ Proper COALESCE fallback logic +- ✅ Matches `docs/patterns/incremental-patterns.md` + +#### 6. Workflow Structure +- ✅ Must match `docs/patterns/workflow-patterns.md` +- ✅ Proper timezone declaration (`timezone: UTC`) +- ✅ Correct `_export` includes +- ✅ Proper task naming conventions +- ✅ Correct file organization +- ✅ Parallel processing limits appropriate for source + +#### 7. Configuration Files +- ✅ YAML syntax validity +- ✅ Secret references (`${secret:name}`) used correctly +- ✅ No hardcoded credentials +- ✅ Required parameters present +- ✅ Database references correct +- ✅ Mode set appropriately (`append`, `replace`) + +#### 8. File Organization +- ✅ `.dig` files in `ingestion/` directory +- ✅ YAML configs in `ingestion/config/` subdirectory +- ✅ SQL files in `ingestion/sql/` subdirectory +- ✅ Proper file naming conventions + +#### 9. Security +- ✅ No hardcoded credentials in any file +- ✅ Proper `${secret:name}` syntax usage +- ✅ `credentials_ingestion.json` NOT in version control +- ✅ `.gitignore` includes credentials file + +--- + +## Validation Options + +### Option 1: Validate Specific Workflow +Provide: +- **Workflow file path**: e.g., `ingestion/klaviyo_ingest_inc.dig` +- **Related config files**: (or I'll find them automatically) + +I will: +1. Read the workflow file +2. Find all related config files +3. Check against ALL quality gates +4. Report detailed findings with line numbers + +### Option 2: Validate Entire Source +Provide: +- **Source name**: e.g., `klaviyo`, `shopify_v2`, `google_bigquery` + +I will: +1. Find all workflows for the source +2. Find all config files for the source +3. Validate against source-specific documentation +4. Check all quality gates +5. Report comprehensive findings + +### Option 3: Validate All +Say: **"validate all"** + +I will: +1. Find all workflows in `ingestion/` +2. Find all configs in `ingestion/config/` +3. Validate each against its source documentation +4. Check all quality gates +5. Report full project compliance status + +--- + +## Validation Process + +### Step 1: Read Documentation +I will read relevant documentation to verify compliance: +- Source-specific docs: `docs/sources/{source-name}.md` +- Pattern docs: `docs/patterns/*.md` + +### Step 2: Load Files +I will read all specified workflow and config files + +### Step 3: Check Quality Gates +I will verify each file against ALL quality gates listed above + +### Step 4: Report Findings + +#### Pass Report (if all gates pass) +``` +✅ VALIDATION PASSED + +Workflow: ingestion/{source}_ingest_inc.dig +Source: {source} + +Quality Gates: 9/9 PASSED +✅ Template Compliance +✅ Logging Requirements +✅ Error Handling +✅ Timestamp Format +✅ Incremental Fields +✅ Workflow Structure +✅ Configuration Files +✅ File Organization +✅ Security + +No issues found. Workflow is production-ready. +``` + +#### Fail Report (if any gate fails) +``` +❌ VALIDATION FAILED + +Workflow: ingestion/{source}_ingest_inc.dig +Source: {source} + +Quality Gates: 6/9 PASSED + +✅ Template Compliance +✅ Logging Requirements +❌ Error Handling - FAILED + - Missing _error block in main workflow + - Error logging SQL not found + +✅ Timestamp Format +❌ Incremental Fields - FAILED + - Using wrong field name: 'updated_at' should be 'updated' for API + - Line 45: incremental_field parameter incorrect + +✅ Workflow Structure +✅ Configuration Files +✅ File Organization +❌ Security - FAILED + - Hardcoded API key found in config/klaviyo_profiles_load.yml:12 + - Should use ${secret:klaviyo_api_key} + +RECOMMENDATIONS: +1. Add _error block to main workflow (see docs/patterns/workflow-patterns.md) +2. Fix incremental field name (see docs/sources/klaviyo.md) +3. Replace hardcoded credential with secret reference + +Re-validate after fixing issues. +``` + +--- + +## Common Issues Detected + +### Template Violations +- Simplified or "optimized" templates +- Removed "redundant" sections +- Modified variable names +- Changed structure + +### Logging Violations +- Missing start/success/error logging +- Incorrect SQL template usage +- Missing job ID or URL capture + +### Timestamp Format Errors +- Wrong decimal count +- Missing or incorrect timezone marker +- Using default instead of connector-specific format + +### Incremental Field Errors +- Using table field name in API parameter +- Using API field name in SQL queries +- Missing COALESCE fallback + +### Security Issues +- Hardcoded credentials +- Incorrect secret syntax +- Credentials file in version control + +--- + +## Next Steps After Validation + +### If Validation Passes +✅ Workflow is production-ready +- Deploy with confidence +- Monitor ingestion_log for ongoing health + +### If Validation Fails +❌ Fix reported issues: +1. Re-read relevant documentation +2. Apply exact templates +3. Fix specific line numbers mentioned +4. Re-validate until all gates pass + +**DO NOT deploy failing workflows to production** + +--- + +## Production Quality Assurance + +This validation ensures: +- ✅ Code works the first time +- ✅ Consistent patterns across sources +- ✅ Complete error handling and logging +- ✅ Maintainable and documented code +- ✅ No security vulnerabilities +- ✅ Compliance with team standards + +--- + +**What would you like to validate?** + +Options: +1. Validate specific workflow: Provide workflow file path +2. Validate entire source: Provide source name +3. 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