Phase 4: Engineering & Standards

Status: Not Started Duration: 3-4 weeks (parallel with Phase 3) Team Size: 2-3 engineers Prerequisites: Phase 2 complete Start Date: TBD Target Completion: TBD

Overview

Phase 4 establishes comprehensive engineering standards, testing infrastructure, documentation generation systems, and developer workflows to ensure code quality, maintainability, and contributor productivity.

Key Deliverables:

Code Quality Standards - Python (Black, Ruff, mypy) and Rust (rustfmt, clippy)
Testing Infrastructure - pytest, cargo test, coverage targets
Documentation Generation - API docs, component diagrams, runbooks
Developer Workflows - PR templates, code review automation, release process
Performance Benchmarking - Profiling tools and regression detection

Success Criteria:

✅ Code quality standards enforced in CI
✅ Test coverage targets met (85% Python, 80% Rust)
✅ Documentation auto-generated
✅ Release process automated
✅ All team members following standards

Reference: docs/doc_phases/PHASE-4-COMPLETE-SPECIFICATIONS.md (10,700+ lines)

Sprint 4.1: Code Quality Standards [Week 17-18]

Duration: 1-2 weeks Team: 2 engineers Prerequisites: Phase 2 complete Priority: HIGH

Sprint Goals

Configure and enforce Python code quality tools (Black, Ruff, mypy)
Configure and enforce Rust code quality tools (rustfmt, clippy)
Set up pre-commit hooks for all standards
Document coding standards and best practices
Enforce standards in CI pipeline

Tasks

Python Standards Configuration (6 hours)

Configure Black Formatter (1 hour)

Create pyproject.toml configuration
Line length: 88 characters
Target Python 3.11+

Code example:

# pyproject.toml
[tool.black]
line-length = 88
target-version = ['py311']
include = '\.pyi?$'
exclude = '''
/(
    \.git
  | \.venv
  | build
  | dist
)/
'''

Files to update: pyproject.toml

Configure Ruff Linter (2 hours)

Import sorting (isort compatibility)
Code complexity checks
Security checks (Bandit rules)

Code example:

# pyproject.toml
[tool.ruff]
line-length = 88
target-version = "py311"

select = [
    "E",   # pycodestyle errors
    "W",   # pycodestyle warnings
    "F",   # pyflakes
    "I",   # isort
    "C",   # flake8-comprehensions
    "B",   # flake8-bugbear
    "UP",  # pyupgrade
    "S",   # flake8-bandit
]

ignore = [
    "E501",  # line too long (handled by Black)
    "B008",  # function calls in argument defaults
]

[tool.ruff.per-file-ignores]
"tests/*" = ["S101"]  # Allow assert in tests

Files to update: pyproject.toml

Configure mypy Type Checker (2 hours)

Strict mode for all code
Ignore missing imports (third-party)

Code example:

# pyproject.toml
[tool.mypy]
python_version = "3.11"
strict = true
warn_return_any = true
warn_unused_configs = true
disallow_untyped_defs = true
disallow_any_generics = true
check_untyped_defs = true
no_implicit_optional = true
warn_redundant_casts = true
warn_unused_ignores = true

[[tool.mypy.overrides]]
module = [
    "qdrant_client.*",
    "sentence_transformers.*",
]
ignore_missing_imports = true

Files to update: pyproject.toml

Create Pre-Commit Configuration (1 hour)

Hook for Black, Ruff, mypy
Run on all Python files

Code example:

# .pre-commit-config.yaml (Python section)
repos:
  - repo: https://github.com/psf/black
    rev: 23.11.0
    hooks:
      - id: black
        language_version: python3.11

  - repo: https://github.com/astral-sh/ruff-pre-commit
    rev: v0.1.5
    hooks:
      - id: ruff
        args: [--fix, --exit-non-zero-on-fix]

  - repo: https://github.com/pre-commit/mirrors-mypy
    rev: v1.7.0
    hooks:
      - id: mypy
        additional_dependencies: [pydantic, fastapi, types-redis]

Files to update: .pre-commit-config.yaml

Rust Standards Configuration (4 hours)

Configure rustfmt (1 hour)

Create rustfmt.toml
Edition 2021, max line width 100

Code example:

# rustfmt.toml
edition = "2021"
max_width = 100
use_small_heuristics = "Default"
reorder_imports = true
reorder_modules = true
remove_nested_parens = true

Files to create: rustfmt.toml

Configure Clippy (2 hours)

Deny warnings in CI
Enable pedantic lints

Code example:

# Cargo.toml
[workspace.lints.clippy]
all = "warn"
pedantic = "warn"
nursery = "warn"
cargo = "warn"

# Allow some pedantic lints
module_name_repetitions = "allow"
missing_errors_doc = "allow"

Files to update: Cargo.toml

Add Pre-Commit Hooks for Rust (1 hour)
- rustfmt check
- clippy check
- Files to update: .pre-commit-config.yaml

Documentation Standards (4 hours)

Define Function Documentation Requirements (2 hours)

Google-style docstrings for Python
Rustdoc comments for Rust
Type hints required for all public APIs

Examples:

# Python example
def calculate_score(
    results: List[Dict[str, Any]],
    weights: Dict[str, float]
) -> float:
    """Calculate weighted score from results.

    Args:
        results: List of result dictionaries with scores
        weights: Weight for each scoring dimension

    Returns:
        Weighted average score (0-100)

    Raises:
        ValueError: If weights don't sum to 1.0

    Example:
        >>> results = [{"dimension": "quality", "score": 90}]
        >>> weights = {"quality": 1.0}
        >>> calculate_score(results, weights)
        90.0
    """
    ...

// Rust example
/// Calculate weighted score from results.
///
/// # Arguments
///
/// * `results` - Vector of result scores
/// * `weights` - Dimension weights (must sum to 1.0)
///
/// # Returns
///
/// Weighted average score (0-100)
///
/// # Errors
///
/// Returns `ScoreError` if weights don't sum to 1.0
///
/// # Example
///
/// ```
/// let results = vec![90.0, 80.0];
/// let weights = vec![0.6, 0.4];
/// let score = calculate_score(&results, &weights)?;
/// assert_eq!(score, 86.0);
/// ```
pub fn calculate_score(
    results: &[f64],
    weights: &[f64]
) -> Result<f64, ScoreError> {
    ...
}

Files to create: docs/engineering/documentation-style.md

Create README Templates (1 hour)
- Component README template
- Service README template
- Files to create: docs/templates/README-component.md, docs/templates/README-service.md
Set Up API Documentation Generation (1 hour)
- FastAPI auto-generates OpenAPI at /docs
- Configure Swagger UI theme
- Add API versioning strategy
- Files to update: All main.py files

Success Criteria

Pre-commit hooks prevent non-compliant code
CI enforces standards on all PRs
All existing code passes linters
Documentation standards documented
Team trained on standards

Estimated Effort

Development: 14 hours
Testing: 2 hours
Documentation: 2 hours
Total: 18 hours (~1 week for 2 engineers)

Sprint 4.2: Testing Infrastructure [Week 18-19]

Duration: 1-2 weeks Team: 2 engineers Prerequisites: Sprint 4.1 complete Priority: HIGH

Sprint Goals

Set up pytest infrastructure with fixtures and plugins
Configure cargo test for Rust
Implement mocking strategies (LLMs, databases, external APIs)
Achieve coverage targets (85% Python, 80% Rust)
Create testing best practices guide

Tasks

Python Testing Setup (8 hours)

Configure pytest (2 hours)

pytest.ini configuration
Fixtures for database, Redis, Qdrant
Markers for test categories (unit, integration, e2e)

Code example:

# pytest.ini
[pytest]
minversion = 7.0
testpaths = tests
python_files = test_*.py
python_classes = Test*
python_functions = test_*
addopts =
    --strict-markers
    --verbose
    --cov=orchestrator
    --cov=arms
    --cov-report=html
    --cov-report=term-missing
    --cov-fail-under=85
markers =
    unit: Unit tests (no external dependencies)
    integration: Integration tests (require services)
    e2e: End-to-end tests (full system)
    slow: Slow tests (>1 second)

Files to create: pytest.ini

Create Test Fixtures (3 hours)

Database fixtures (clean state per test)
Redis fixtures (isolated namespaces)
Qdrant fixtures (test collections)
LLM mock fixtures

Code example:

# tests/conftest.py
import pytest
import asyncio
from sqlalchemy.ext.asyncio import create_async_engine, AsyncSession
from redis.asyncio import Redis
from qdrant_client import QdrantClient

@pytest.fixture(scope="session")
def event_loop():
    """Create event loop for async tests."""
    loop = asyncio.get_event_loop_policy().new_event_loop()
    yield loop
    loop.close()

@pytest.fixture
async def db_session():
    """Provide clean database session for each test."""
    engine = create_async_engine("postgresql+asyncpg://octollm:test@localhost/test_octollm")

    async with engine.begin() as conn:
        await conn.run_sync(Base.metadata.drop_all)
        await conn.run_sync(Base.metadata.create_all)

    async with AsyncSession(engine) as session:
        yield session

    await engine.dispose()

@pytest.fixture
async def redis_client():
    """Provide Redis client with test namespace."""
    client = Redis.from_url("redis://localhost:6379/15")  # Test DB 15
    yield client
    await client.flushdb()  # Clean up after test
    await client.close()

@pytest.fixture
def mock_llm(monkeypatch):
    """Mock LLM API calls."""
    async def mock_completion(*args, **kwargs):
        return {
            "choices": [{"message": {"content": "Mocked response"}}],
            "usage": {"total_tokens": 100}
        }

    monkeypatch.setattr("openai.AsyncOpenAI.chat.completions.create", mock_completion)

Files to create: tests/conftest.py

Implement Mocking Strategies (2 hours)
- httpx-mock for external API calls
- pytest-mock for function mocking
- unittest.mock for class mocking
- Files to create: tests/utils/mocks.py
Set Up Coverage Reporting (1 hour)
- pytest-cov configuration
- HTML reports
- Codecov integration
- Files to update: pytest.ini, .github/workflows/test.yml

Rust Testing Setup (4 hours)

Configure cargo test (1 hour)
- Test organization (unit tests inline, integration tests in tests/)
- Doctest examples
- Code example:
```
# Cargo.toml
[dev-dependencies]
tokio-test = "0.4"
mockall = "0.12"
proptest = "1.4"
```

Create Test Utilities (2 hours)

Mock Redis client
Test fixtures

Code example:

// reflex-layer/tests/common/mod.rs
use redis::{Client, Connection};
use mockall::predicate::*;
use mockall::mock;

mock! {
    pub RedisClient {}

    impl redis::ConnectionLike for RedisClient {
        fn req_command(&mut self, cmd: &redis::Cmd) -> redis::RedisResult<redis::Value>;
    }
}

pub fn setup_test_redis() -> MockRedisClient {
    let mut mock = MockRedisClient::new();
    mock.expect_req_command()
        .returning(|_| Ok(redis::Value::Okay));
    mock
}

Files to create: reflex-layer/tests/common/mod.rs

Add Integration Tests (1 hour)
- Test full request processing pipeline
- Test PII detection accuracy
- Files to create: reflex-layer/tests/integration_test.rs

Success Criteria

All test suites run in CI
Coverage targets met (85% Python, 80% Rust)
Mocking strategies documented
Test fixtures reusable across projects
Testing best practices documented

Estimated Effort

Development: 12 hours
Testing: 2 hours
Documentation: 2 hours
Total: 16 hours (~1 week for 2 engineers)

Sprint 4.3: Documentation Generation [Week 19-20]

(Abbreviated for space - full version would be 800-1,000 lines)

Sprint Goals

Auto-generate API documentation (OpenAPI for FastAPI)
Generate Rust documentation (cargo doc)
Create architecture diagrams (Mermaid in markdown)
Generate component READMEs from templates
Create runbook templates

Key Tasks (Summary)

OpenAPI Documentation (Swagger UI, ReDoc)
Rust Documentation (cargo doc, doc comments)
Architecture Diagrams (Mermaid.js integration)
Component README Generation
Runbook Templates

Estimated Effort: 12 hours

Sprint 4.4: Developer Workflows [Week 20-21]

(Abbreviated for space - full version would be 800-1,000 lines)

Sprint Goals

Create PR templates with comprehensive checklists
Set up code review automation (danger.js, reviewdog)
Enforce branching strategy
Automate release process (semantic versioning, changelog)
Create developer onboarding guide

Key Tasks (Summary)

PR Templates (checklist: testing, docs, changelog)
Code Review Automation (automated checks, review comments)
Branching Strategy Enforcement
Release Automation (semantic-release, changelog generation)
Developer Onboarding Guide

Estimated Effort: 14 hours

Sprint 4.5: Performance Benchmarking [Week 21-22]

(Abbreviated for space - full version would be 600-800 lines)

Sprint Goals

Set up benchmark suite (criterion for Rust, pytest-benchmark for Python)
Integrate profiling tools (py-spy, perf, flamegraph)
Implement performance regression detection
Document critical performance paths
Create performance optimization guide

Key Tasks (Summary)

Benchmark Suite (criterion, pytest-benchmark)
Profiling Tools Integration (py-spy, cargo flamegraph)
Performance Regression Detection (track over time)
Critical Path Documentation
Optimization Guide

Estimated Effort: 10 hours

Phase 4 Summary

Total Tasks: 30+ engineering tasks across 5 sprints Estimated Duration: 3-4 weeks with 2-3 engineers Total Estimated Hours: ~70 hours development + ~10 hours testing + ~10 hours documentation = 90 hours

Deliverables:

Code quality standards enforced (Python + Rust)
Comprehensive testing infrastructure
Auto-generated documentation
Streamlined developer workflows
Performance benchmarking suite

Completion Checklist:

Code quality standards enforced in CI
Test coverage targets met (85% Python, 80% Rust)
Documentation auto-generated
Release process automated
Performance benchmarks established
All team members trained on workflows

Next Phase: Phase 5 (Security Hardening)

Document Version: 1.0 Last Updated: 2025-11-10 Maintained By: OctoLLM Project Management Team

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