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transcription/docs/production-runbook.md
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Jim LancasterandCopilot App 5566f48fc0
Quality Gate / gate (push) Failing after 11s
Align python-code-reviewer skill with repo ground truth
Update the reviewer skill so its procedure matches how this repo actually works:

- Route review reports to docs/reviews/ and mark them non-canonical, resolving the conflict where reports landed in the same docs/ tree they resolve findings against.
- Pin verification commands to uv (uv run ruff check / ty check / pytest -m 'not external').
- Record the pytest contract: strict markers, strict asyncio mode, and the never-awaited-coroutine warning promoted to an error.
- Convert the deterministic checks to a table with an Enforced by column; three checks are unenforced and one only partial, which are now findings by construction.
- Add a consequence-based severity rubric and a Direction column for bidirectional drift.
- Escalate test-suite concerns to test-effectiveness-auditor.

Also fix tests/test_db.py, which was missing 'from sqlalchemy import text' while using it in 14 places. Three tests were failing with NameError. Wrapped the pre-existing long lines in the same file so it lints clean.

Document the deliberate nicegui==3.13.0 pin in pyproject.toml, a new runbook dependency upgrade policy, and the reviewer skill, so the pin is not flagged as a defect or widened as incidental cleanup.

Co-authored-by: Copilot App <[email protected]>
2026-08-23 16:27:44 -05:00

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Markdown

# Production Runbook
This runbook is the operational checklist for releasing and monitoring the transcription system.
## 1. Pre-release gate checklist
1. Run the full suite: `uv run pytest`
2. Confirm contract guardrails are green:
- `uv run pytest tests/test_meta_contract_guards.py`
3. Confirm health endpoint includes worker liveness payload (`/healthz` returns `worker.state`).
4. Confirm required runtime settings are present in deployment environment:
- `OPENROUTER_API_KEY`
- `DATABASE__*`
- filesystem paths for data/logs/backups.
5. Confirm schema contract alignment is current:
- `src/transcription/db/models.py`
- `docs/schema.md`
## 2. Release execution steps
1. Deploy artifact/config to target environment.
2. Validate service startup:
- `/healthz` responds `200`
- `worker.state` is `running`
3. Execute one smoke workflow:
- create a document/job with at least one source
- verify terminal job outcome updates
- verify execution evidence row appended
4. Verify log flow:
- stdout aggregation receives events
- file logs are written under `./data/logs`
## 3. Rollback triggers and actions
### Trigger conditions
1. `/healthz` reports `worker.state=failed`
2. Repeated provider timeout/error spikes beyond normal baseline
3. Evidence write failures or DB persistence failures
### Actions
1. Roll back app artifact and config to previous release.
2. Restart service and re-check `/healthz`.
3. Re-run smoke workflow and confirm worker returns to `running`.
4. Preserve incident evidence:
- `./data/logs`
- relevant DB rows (`job`, `job_source`, `execution_attempt`)
## 4. Post-release monitoring checklist
## First 24 hours
1. Monitor `/healthz` periodically for `worker.state`.
2. Track job terminal distribution (`transcribed`, `partial_success`, `failed`).
3. Sample timeout/error categories for abnormal increase.
4. Spot-check new `execution_attempt` records for append-only growth and timing metadata.
## First 72 hours
1. Re-check error/timeout trend versus 24h baseline.
2. Verify no recurring worker-failed states.
3. Verify storage growth and rotation behavior under `./data/logs`.
4. Confirm incident response notes are captured for any production anomalies.
## 5. Operator playbook for common incidents
### Worker failed
1. Check `/healthz` payload (`error_id`, `error_category`).
2. Locate matching error in logs.
3. If non-transient defect persists, roll back.
### Provider timeout spike
1. Confirm provider reachability and rate limits.
2. Review timeout frequency and impacted job volume.
3. If sustained, execute rollback criteria and notify stakeholders.
### Partial-success increase
1. Inspect affected `job_source` and `execution_attempt` records.
2. Confirm failures are category-aligned (`external`/`timeout`/`internal`).
3. Triage whether issue is source quality, provider, or runtime regression.
## 6. Dependency upgrade policy
Dependencies are declared in `pyproject.toml` and resolved through the committed
`uv.lock`. The lockfile guarantees reproducible installs; the version specifiers
control what a deliberate `uv lock --upgrade` is allowed to move.
### NiceGUI is pinned exactly (`nicegui==3.13.0`)
1. **Rationale.** NiceGUI bundles Quasar and Vue. Minor releases change component
props, slots, and styling, which surfaces as visual and interaction regressions
rather than import or type errors. The UI suite under `tests/ui/` asserts
structure and behavior, not rendered appearance, so a NiceGUI bump can pass the
full test suite and still degrade the interface.
2. **Scope of risk.** All NiceGUI usage is confined to `src/transcription/ui/` and
uses only the public `nicegui.ui` and `nicegui.events` surfaces. The coupling is
shallow, so the pin is about release stability, not about unpicking deep
framework entanglement.
3. **Current stance.** Hold the exact pin through release stabilization. Do not
widen it as incidental cleanup, and do not let automated dependency updates move
it. This includes forgoing patch releases, which is the accepted cost.
4. **Revisiting.** Treat a NiceGUI upgrade as scheduled work with its own change
window: bump the pin deliberately, run `uv run pytest -m "not external"`, then
manually verify each page contract in `docs/ui/pages/` before accepting.
### All other dependencies
Declared with `>=` floors and moved by explicit `uv lock --upgrade`. Verify with
`uv run ruff check .`, `uv run ty check`, and `uv run pytest -q -m "not external"`
before committing a changed lockfile.