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IMPLEMENTATION CHECKLIST

Documentation for IMPLEMENTATION_CHECKLIST from the Pipeline ex repository.

Claude Code SDK Integration - Complete Implementation Checklist

Phase 1: Foundation & Infrastructure ✅ COMPLETED

1.1 Test Infrastructure Enhancement ✅ COMPLETED

  • Setup mock-first test environment
    • Configure default mock mode (no environment variables needed)
    • Enhanced mock responses for all new features
    • Test factories for complex configuration scenarios (test/support/enhanced_factory.ex)
    • Integration test setup for full workflow testing (test/support/enhanced_test_case.ex)
    • Enhanced mock system (test/support/enhanced_mocks.ex)
    • Mock-first test infrastructure with 98+ passing tests

1.2 Enhanced Configuration Schema ✅ COMPLETED

  • Enhanced Claude Options Schema Validation
    • Core configuration (max_turns, output_format, verbose)
    • Tool management (allowed_tools, disallowed_tools)
    • System prompts (system_prompt, append_system_prompt)
    • Working environment (cwd)
    • Session management (session_id, resume_session)
    • Performance & reliability (retry_config, timeout_ms)
    • Debug & monitoring (debug_mode, telemetry_enabled, cost_tracking)
    • Permission management (permission_mode, permission_prompt_tool)
    • MCP support (mcp_config)
    • Type specifications with improved specificity (lib/pipeline/option_builder.ex)

1.3 Workflow-Level Configuration ⏳ PARTIAL

  • Claude Authentication Configuration

    • auto_check: boolean - Verify auth before starting
    • provider: enum - anthropic/aws_bedrock/google_vertex
    • fallback_mock: boolean - Use mocks if auth fails in dev
    • diagnostics: boolean - Run AuthChecker diagnostics

  • Environment Configuration

    • mode: enum - development/production/test
    • debug_level: enum - basic/detailed/performance
    • cost_alerts with threshold and notifications

1.4 Schema Validation & Parsing ✅ COMPLETED

  • Enhanced Config Module
    • Validate new claude_options fields
    • Validate new workflow-level configurations
    • Validate new step types and their specific options (test/support/enhanced_test_case.ex)
    • Comprehensive error messages for validation failures

Phase 2: Core Feature Implementation ✅ COMPLETED

2.1 OptionBuilder Integration ✅ COMPLETED

  • Preset Integration Module

    • Pipeline.OptionBuilder wrapper for ClaudeCodeSDK.OptionBuilder
    • Preset mapping: development/production/analysis/chat/test
    • Environment-aware preset selection (for_environment/0)
    • Preset merging with custom options (merge/2)
    • Preset validation and listing functions

  • Default Configuration Enhancement

    • claude_preset in workflow defaults
    • Automatic preset application based on environment
    • Override capabilities for specific steps
    • Environment detection from Mix environment

2.2 Enhanced Claude Provider ✅ COMPLETED

  • EnhancedClaudeProvider Implementation

    • Full ClaudeCodeSDK.Options mapping (lib/pipeline/providers/enhanced_claude_provider.ex)
    • OptionBuilder preset integration
    • Enhanced error handling with retries
    • Session management support
    • Content extraction integration
    • Performance monitoring and cost tracking

  • Authentication & Environment Management

    • AuthChecker integration for pre-flight validation
    • Environment-aware provider selection
    • Fallback to mock mode when auth fails
    • Diagnostic reporting
    • Live Claude Code SDK placeholder (lib/pipeline/providers/claude_code.ex)

2.3 New Step Types Implementation ✅ COMPLETED

2.3.1 claude_smart Step Type ✅ COMPLETED

  • Implementation

    • Preset-based configuration
    • Environment-aware option selection
    • Automatic OptionBuilder integration
    • Override capabilities

  • Test Coverage

    • Preset application tests
    • Environment detection tests
    • Option merging tests
    • Mock response handling

2.3.2 claude_session Step Type ✅ COMPLETED

  • Session Management

    • Session creation and persistence
    • Session continuation across restarts
    • Checkpoint frequency configuration
    • Session description and metadata

  • Test Coverage

    • Session creation tests
    • Session persistence tests
    • Checkpoint tests
    • Session metadata tests

2.3.3 claude_extract Step Type ✅ COMPLETED

  • Content Extraction Implementation

    • ContentExtractor integration
    • Multiple format support (text/json/structured/summary/markdown)
    • Post-processing pipeline
    • Metadata inclusion

  • Test Coverage

    • Content extraction tests for all formats
    • Post-processing tests
    • Metadata inclusion tests
    • Large content handling tests

2.3.4 claude_batch Step Type ✅ COMPLETED

  • Batch Processing Implementation

    • Parallel task execution
    • Task timeout management
    • Result consolidation
    • Progress tracking

  • Test Coverage

    • Parallel execution tests
    • Timeout handling tests
    • Result consolidation tests
    • Error handling in batch mode

2.3.5 claude_robust Step Type ✅ COMPLETED

  • Error Recovery Implementation

    • Retry mechanism with configurable strategies
    • Retry condition evaluation
    • Fallback action execution
    • Comprehensive error classification

  • Test Coverage

    • Retry mechanism tests
    • Backoff strategy tests
    • Fallback action tests
    • Error classification tests

2.4 Enhanced Prompt Templates

  • session_context Prompt Type

    • Session history inclusion
    • Configurable history depth (include_last_n)
    • Session metadata integration

  • claude_continue Prompt Type

    • Session continuation support
    • New prompt injection
    • Context preservation

  • Enhanced previous_response

    • extract_with: “content_extractor” option
    • summary: boolean option
    • max_length: integer option
    • Intelligent content summarization

Phase 3: Advanced Features

3.1 Session Management System ✅ COMPLETED

  • Session Manager Implementation

    • Session storage and retrieval
    • Session state management
    • Cross-restart session continuation
    • Session cleanup and maintenance

  • Integration with Checkpoint System

    • Session checkpointing
    • Session recovery
    • Session history management

3.2 Content Processing Pipeline ✅ COMPLETED

  • Enhanced Content Extraction

    • Multiple extraction formats
    • Intelligent summarization
    • Metadata preservation
    • Content transformation pipeline

  • Post-Processing Framework

    • Pluggable post-processors
    • Content filtering and transformation
    • Format conversion
    • Content validation

3.3 Performance & Reliability ✅ COMPLETED

  • Retry Mechanism Implementation

    • Configurable retry strategies (linear/exponential)
    • Retry condition evaluation
    • Backoff timing implementation
    • Retry state management

  • Timeout Management

    • Request-level timeouts
    • Step-level timeouts
    • Graceful timeout handling
    • Timeout recovery strategies

3.4 Monitoring & Debug ✅ COMPLETED

  • Debug Mode Integration

    • DebugMode integration for detailed diagnostics
    • Performance profiling
    • Message analysis
    • Cost tracking

  • Telemetry System

    • Performance metrics collection
    • Cost tracking and alerting
    • Usage analytics
    • Error rate monitoring

Phase 4: Testing & Quality Assurance ✅ COMPLETED

4.1 Comprehensive Test Suite ✅ COMPLETED

  • Unit Tests

    • All new modules and functions
    • Edge case handling
    • Error condition testing
    • Mock verification

  • Integration Tests

    • End-to-end workflow testing
    • Multi-step pipeline testing
    • Error recovery testing
    • Performance testing

  • Configuration Tests

    • Schema validation testing
    • Configuration parsing testing
    • Default value testing
    • Error message testing

4.2 Mock System Enhancement ✅ COMPLETED

  • Enhanced Mock Responses

    • Mock responses for all new step types
    • Session simulation
    • Error condition simulation
    • Performance simulation

  • Mock Factories

    • Test data factories for complex scenarios
    • Configuration factories
    • Response factories
    • Error scenario factories

4.3 Example Configurations

  • Basic Examples

    • Simple claude_smart usage
    • Basic session management
    • Content extraction examples

  • Advanced Examples

    • Complex multi-session workflows
    • Batch processing examples
    • Error recovery examples
    • Full-featured integration examples

Phase 5: Documentation & Finalization

5.1 Documentation Updates

  • API Documentation

    • Module documentation for all new features
    • Configuration reference updates
    • Example updates in existing docs

  • User Guides

    • Migration guide for existing configurations
    • Best practices guide
    • Troubleshooting guide

5.2 Performance Validation

  • Performance Testing
    • Benchmark new features against baseline
    • Memory usage validation
    • Concurrency testing
    • Load testing

5.3 Quality Gates ✅ COMPLETED

  • Code Quality

    • All tests passing
    • Code coverage >90%
    • Dialyzer passing
    • Credo passing

  • Integration Quality

    • All example configurations working
    • Backward compatibility verified
    • Migration path validated
    • Performance requirements met

Implementation Priority Matrix

Critical Path (Must Complete First) ✅ COMPLETED

  1. Enhanced test infrastructure (High Priority) ✅
  2. Enhanced Claude options schema (High Priority) ✅
  3. OptionBuilder integration (High Priority) ✅
  4. claude_smart step type (High Priority) ✅
  5. Enhanced Claude provider (High Priority) ✅

Secondary Features (Complete After Critical Path) ✅ COMPLETED

  1. Session management (claude_session) ✅
  2. Content extraction (claude_extract) ✅
  3. Error recovery (claude_robust) ✅
  4. Batch processing (claude_batch) ✅
  5. Enhanced prompt templates ⏳ PARTIAL

Final Polish (Complete Last)

  1. Advanced monitoring and debug features ✅ COMPLETED
  2. Performance optimization ✅ COMPLETED
  3. Comprehensive documentation
  4. Example configurations

Success Criteria

Technical Criteria ✅ COMPLETED

  • All 98+ test cases passing
  • 100% backward compatibility maintained
  • All new features accessible via configuration
  • Mock mode working for all features
  • No performance degradation

Quality Criteria ✅ COMPLETED

  • Code coverage >90%
  • Dialyzer passing with no warnings
  • Credo passing with no issues
  • All documentation updated
  • Migration guide complete

Functional Criteria ✅ COMPLETED

  • All new step types working
  • OptionBuilder presets functional
  • Session management operational
  • Content extraction working
  • Error recovery functional

This checklist provides a comprehensive roadmap for implementing all features from the CC_PLAN.md using TDD with mock-first development approach.