refactor(skills): remove 5 unused skills and clean references (#634)
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This commit is contained in:
Trevin Chow
2026-04-21 16:52:29 -07:00
committed by GitHub
parent ff0eee391e
commit 271b1a4458
23 changed files with 14 additions and 6027 deletions

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@@ -55,7 +55,6 @@ For `/ce-optimize`, see [`skills/ce-optimize/README.md`](./skills/ce-optimize/RE
| Skill | Description |
|-------|-------------|
| `/ce-demo-reel` | Capture a visual demo reel (GIF demos, terminal recordings, screenshots) for PRs with project-type-aware tier selection |
| `/ce-changelog` | Create engaging changelogs for recent merges |
| `/ce-report-bug` | Report a bug in the compound-engineering plugin |
| `/ce-resolve-pr-feedback` | Resolve PR review feedback in parallel |
| `/ce-test-browser` | Run browser tests on PR-affected pages |
@@ -72,9 +71,7 @@ For `/ce-optimize`, see [`skills/ce-optimize/README.md`](./skills/ce-optimize/RE
| Skill | Description |
|-------|-------------|
| `ce-agent-native-architecture` | Build AI agents using prompt-native architecture |
| `ce-andrew-kane-gem-writer` | Write Ruby gems following Andrew Kane's patterns |
| `ce-dhh-rails-style` | Write Ruby/Rails code in DHH's 37signals style |
| `ce-dspy-ruby` | Build type-safe LLM applications with DSPy.rb |
| `ce-frontend-design` | Create production-grade frontend interfaces |
### Review & Quality
@@ -87,7 +84,6 @@ For `/ce-optimize`, see [`skills/ce-optimize/README.md`](./skills/ce-optimize/RE
| Skill | Description |
|-------|-------------|
| `ce-every-style-editor` | Review copy for Every's style guide compliance |
| `ce-proof` | Create, edit, and share documents via Proof collaborative editor |
| `ce-todo-create` | File-based todo tracking system |

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@@ -24,11 +24,11 @@ Before going online, check if curated knowledge already exists in skills:
2. **Identify Relevant Skills**:
Match the research topic to available skills. Common mappings:
- Rails/Ruby → `ce-dhh-rails-style`, `ce-andrew-kane-gem-writer`, `ce-dspy-ruby`
- Rails/Ruby → `ce-dhh-rails-style`
- Frontend/Design → `ce-frontend-design`, `swiss-design`
- TypeScript/React → `react-best-practices`
- AI/Agents → `ce-agent-native-architecture`
- Documentation → `ce-compound`, `ce-every-style-editor`
- Documentation → `ce-compound`
- File operations → `rclone`, `ce-worktree`
- Image generation → `ce-gemini-imagegen`

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@@ -1,184 +0,0 @@
---
name: ce-andrew-kane-gem-writer
description: This skill should be used when writing Ruby gems following Andrew Kane's proven patterns and philosophy. It applies when creating new Ruby gems, refactoring existing gems, designing gem APIs, or when clean, minimal, production-ready Ruby library code is needed. Triggers on requests like "create a gem", "write a Ruby library", "design a gem API", or mentions of Andrew Kane's style.
---
# Andrew Kane Gem Writer
Write Ruby gems following Andrew Kane's battle-tested patterns from 100+ gems with 374M+ downloads (Searchkick, PgHero, Chartkick, Strong Migrations, Lockbox, Ahoy, Blazer, Groupdate, Neighbor, Blind Index).
## Core Philosophy
**Simplicity over cleverness.** Zero or minimal dependencies. Explicit code over metaprogramming. Rails integration without Rails coupling. Every pattern serves production use cases.
## Entry Point Structure
Every gem follows this exact pattern in `lib/gemname.rb`:
```ruby
# 1. Dependencies (stdlib preferred)
require "forwardable"
# 2. Internal modules
require_relative "gemname/model"
require_relative "gemname/version"
# 3. Conditional Rails (CRITICAL - never require Rails directly)
require_relative "gemname/railtie" if defined?(Rails)
# 4. Module with config and errors
module GemName
class Error < StandardError; end
class InvalidConfigError < Error; end
class << self
attr_accessor :timeout, :logger
attr_writer :client
end
self.timeout = 10 # Defaults set immediately
end
```
## Class Macro DSL Pattern
The signature Kane pattern—single method call configures everything:
```ruby
# Usage
class Product < ApplicationRecord
searchkick word_start: [:name]
end
# Implementation
module GemName
module Model
def gemname(**options)
unknown = options.keys - KNOWN_KEYWORDS
raise ArgumentError, "unknown keywords: #{unknown.join(", ")}" if unknown.any?
mod = Module.new
mod.module_eval do
define_method :some_method do
# implementation
end unless method_defined?(:some_method)
end
include mod
class_eval do
cattr_reader :gemname_options, instance_reader: false
class_variable_set :@@gemname_options, options.dup
end
end
end
end
```
## Rails Integration
**Always use `ActiveSupport.on_load`—never require Rails gems directly:**
```ruby
# WRONG
require "active_record"
ActiveRecord::Base.include(MyGem::Model)
# CORRECT
ActiveSupport.on_load(:active_record) do
extend GemName::Model
end
# Use prepend for behavior modification
ActiveSupport.on_load(:active_record) do
ActiveRecord::Migration.prepend(GemName::Migration)
end
```
## Configuration Pattern
Use `class << self` with `attr_accessor`, not Configuration objects:
```ruby
module GemName
class << self
attr_accessor :timeout, :logger
attr_writer :master_key
end
def self.master_key
@master_key ||= ENV["GEMNAME_MASTER_KEY"]
end
self.timeout = 10
self.logger = nil
end
```
## Error Handling
Simple hierarchy with informative messages:
```ruby
module GemName
class Error < StandardError; end
class ConfigError < Error; end
class ValidationError < Error; end
end
# Validate early with ArgumentError
def initialize(key:)
raise ArgumentError, "Key must be 32 bytes" unless key&.bytesize == 32
end
```
## Testing (Minitest Only)
```ruby
# test/test_helper.rb
require "bundler/setup"
Bundler.require(:default)
require "minitest/autorun"
require "minitest/pride"
# test/model_test.rb
class ModelTest < Minitest::Test
def test_basic_functionality
assert_equal expected, actual
end
end
```
## Gemspec Pattern
Zero runtime dependencies when possible:
```ruby
Gem::Specification.new do |spec|
spec.name = "gemname"
spec.version = GemName::VERSION
spec.required_ruby_version = ">= 3.1"
spec.files = Dir["*.{md,txt}", "{lib}/**/*"]
spec.require_path = "lib"
# NO add_dependency lines - dev deps go in Gemfile
end
```
## Anti-Patterns to Avoid
- `method_missing` (use `define_method` instead)
- Configuration objects (use class accessors)
- `@@class_variables` (use `class << self`)
- Requiring Rails gems directly
- Many runtime dependencies
- Committing Gemfile.lock in gems
- RSpec (use Minitest)
- Heavy DSLs (prefer explicit Ruby)
## Reference Files
For deeper patterns, see:
- `references/module-organization.md` - Directory layouts, method decomposition
- `references/rails-integration.md` - Railtie, Engine, on_load patterns
- `references/database-adapters.md` - Multi-database support patterns
- `references/testing-patterns.md` - Multi-version testing, CI setup
- `references/resources.md` - Links to Kane's repos and articles

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@@ -1,231 +0,0 @@
# Database Adapter Patterns
## Abstract Base Class Pattern
```ruby
# lib/strong_migrations/adapters/abstract_adapter.rb
module StrongMigrations
module Adapters
class AbstractAdapter
def initialize(checker)
@checker = checker
end
def min_version
nil
end
def set_statement_timeout(timeout)
# no-op by default
end
def check_lock_timeout
# no-op by default
end
private
def connection
@checker.send(:connection)
end
def quote(value)
connection.quote(value)
end
end
end
end
```
## PostgreSQL Adapter
```ruby
# lib/strong_migrations/adapters/postgresql_adapter.rb
module StrongMigrations
module Adapters
class PostgreSQLAdapter < AbstractAdapter
def min_version
"12"
end
def set_statement_timeout(timeout)
select_all("SET statement_timeout = #{timeout.to_i * 1000}")
end
def set_lock_timeout(timeout)
select_all("SET lock_timeout = #{timeout.to_i * 1000}")
end
def check_lock_timeout
lock_timeout = connection.select_value("SHOW lock_timeout")
lock_timeout_sec = timeout_to_sec(lock_timeout)
# validation logic
end
private
def select_all(sql)
connection.select_all(sql)
end
def timeout_to_sec(timeout)
units = {"us" => 1e-6, "ms" => 1e-3, "s" => 1, "min" => 60}
timeout.to_f * (units[timeout.gsub(/\d+/, "")] || 1e-3)
end
end
end
end
```
## MySQL Adapter
```ruby
# lib/strong_migrations/adapters/mysql_adapter.rb
module StrongMigrations
module Adapters
class MySQLAdapter < AbstractAdapter
def min_version
"8.0"
end
def set_statement_timeout(timeout)
select_all("SET max_execution_time = #{timeout.to_i * 1000}")
end
def check_lock_timeout
lock_timeout = connection.select_value("SELECT @@lock_wait_timeout")
# validation logic
end
end
end
end
```
## MariaDB Adapter (MySQL variant)
```ruby
# lib/strong_migrations/adapters/mariadb_adapter.rb
module StrongMigrations
module Adapters
class MariaDBAdapter < MySQLAdapter
def min_version
"10.5"
end
# Override MySQL-specific behavior
def set_statement_timeout(timeout)
select_all("SET max_statement_time = #{timeout.to_i}")
end
end
end
end
```
## Adapter Detection Pattern
Use regex matching on adapter name:
```ruby
def adapter
@adapter ||= case connection.adapter_name
when /postg/i
Adapters::PostgreSQLAdapter.new(self)
when /mysql|trilogy/i
if connection.try(:mariadb?)
Adapters::MariaDBAdapter.new(self)
else
Adapters::MySQLAdapter.new(self)
end
when /sqlite/i
Adapters::SQLiteAdapter.new(self)
else
Adapters::AbstractAdapter.new(self)
end
end
```
## Multi-Database Support (PgHero pattern)
```ruby
module PgHero
class << self
attr_accessor :databases
end
self.databases = {}
def self.primary_database
databases.values.first
end
def self.capture_query_stats(database: nil)
db = database ? databases[database] : primary_database
db.capture_query_stats
end
class Database
attr_reader :id, :config
def initialize(id, config)
@id = id
@config = config
end
def connection_model
@connection_model ||= begin
Class.new(ActiveRecord::Base) do
self.abstract_class = true
end.tap do |model|
model.establish_connection(config)
end
end
end
def connection
connection_model.connection
end
end
end
```
## Connection Switching
```ruby
def with_connection(database_name)
db = databases[database_name.to_s]
raise Error, "Unknown database: #{database_name}" unless db
yield db.connection
end
# Usage
PgHero.with_connection(:replica) do |conn|
conn.execute("SELECT * FROM users")
end
```
## SQL Dialect Handling
```ruby
def quote_column(column)
case adapter_name
when /postg/i
%("#{column}")
when /mysql/i
"`#{column}`"
else
column
end
end
def boolean_value(value)
case adapter_name
when /postg/i
value ? "true" : "false"
when /mysql/i
value ? "1" : "0"
else
value.to_s
end
end
```

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@@ -1,121 +0,0 @@
# Module Organization Patterns
## Simple Gem Layout
```
lib/
├── gemname.rb # Entry point, config, errors
└── gemname/
├── helper.rb # Core functionality
├── engine.rb # Rails engine (if needed)
└── version.rb # VERSION constant only
```
## Complex Gem Layout (PgHero pattern)
```
lib/
├── pghero.rb
└── pghero/
├── database.rb # Main class
├── engine.rb # Rails engine
└── methods/ # Functional decomposition
├── basic.rb
├── connections.rb
├── indexes.rb
├── queries.rb
└── replication.rb
```
## Method Decomposition Pattern
Break large classes into includable modules by feature:
```ruby
# lib/pghero/database.rb
module PgHero
class Database
include Methods::Basic
include Methods::Connections
include Methods::Indexes
include Methods::Queries
end
end
# lib/pghero/methods/indexes.rb
module PgHero
module Methods
module Indexes
def index_hit_rate
# implementation
end
def unused_indexes
# implementation
end
end
end
end
```
## Version File Pattern
Keep version.rb minimal:
```ruby
# lib/gemname/version.rb
module GemName
VERSION = "2.0.0"
end
```
## Require Order in Entry Point
```ruby
# lib/searchkick.rb
# 1. Standard library
require "forwardable"
require "json"
# 2. External dependencies (minimal)
require "active_support"
# 3. Internal files via require_relative
require_relative "searchkick/index"
require_relative "searchkick/model"
require_relative "searchkick/query"
require_relative "searchkick/version"
# 4. Conditional Rails loading (LAST)
require_relative "searchkick/railtie" if defined?(Rails)
```
## Autoload vs Require
Kane uses explicit `require_relative`, not autoload:
```ruby
# CORRECT
require_relative "gemname/model"
require_relative "gemname/query"
# AVOID
autoload :Model, "gemname/model"
autoload :Query, "gemname/query"
```
## Comments Style
Minimal section headers only:
```ruby
# dependencies
require "active_support"
# adapters
require_relative "adapters/postgresql_adapter"
# modules
require_relative "migration"
```

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@@ -1,183 +0,0 @@
# Rails Integration Patterns
## The Golden Rule
**Never require Rails gems directly.** This causes loading order issues.
```ruby
# WRONG - causes premature loading
require "active_record"
ActiveRecord::Base.include(MyGem::Model)
# CORRECT - lazy loading
ActiveSupport.on_load(:active_record) do
extend MyGem::Model
end
```
## ActiveSupport.on_load Hooks
Common hooks and their uses:
```ruby
# Models
ActiveSupport.on_load(:active_record) do
extend GemName::Model # Add class methods (searchkick, has_encrypted)
include GemName::Callbacks # Add instance methods
end
# Controllers
ActiveSupport.on_load(:action_controller) do
include Ahoy::Controller
end
# Jobs
ActiveSupport.on_load(:active_job) do
include GemName::JobExtensions
end
# Mailers
ActiveSupport.on_load(:action_mailer) do
include GemName::MailerExtensions
end
```
## Prepend for Behavior Modification
When overriding existing Rails methods:
```ruby
ActiveSupport.on_load(:active_record) do
ActiveRecord::Migration.prepend(StrongMigrations::Migration)
ActiveRecord::Migrator.prepend(StrongMigrations::Migrator)
end
```
## Railtie Pattern
Minimal Railtie for non-mountable gems:
```ruby
# lib/gemname/railtie.rb
module GemName
class Railtie < Rails::Railtie
initializer "gemname.configure" do
ActiveSupport.on_load(:active_record) do
extend GemName::Model
end
end
# Optional: Add to controller runtime logging
initializer "gemname.log_runtime" do
require_relative "controller_runtime"
ActiveSupport.on_load(:action_controller) do
include GemName::ControllerRuntime
end
end
# Optional: Rake tasks
rake_tasks do
load "tasks/gemname.rake"
end
end
end
```
## Engine Pattern (Mountable Gems)
For gems with web interfaces (PgHero, Blazer, Ahoy):
```ruby
# lib/pghero/engine.rb
module PgHero
class Engine < ::Rails::Engine
isolate_namespace PgHero
initializer "pghero.assets", group: :all do |app|
if app.config.respond_to?(:assets) && defined?(Sprockets)
app.config.assets.precompile << "pghero/application.js"
app.config.assets.precompile << "pghero/application.css"
end
end
initializer "pghero.config" do
PgHero.config = Rails.application.config_for(:pghero) rescue {}
end
end
end
```
## Routes for Engines
```ruby
# config/routes.rb (in engine)
PgHero::Engine.routes.draw do
root to: "home#index"
resources :databases, only: [:show]
end
```
Mount in app:
```ruby
# config/routes.rb (in app)
mount PgHero::Engine, at: "pghero"
```
## YAML Configuration with ERB
For complex gems needing config files:
```ruby
def self.settings
@settings ||= begin
path = Rails.root.join("config", "blazer.yml")
if path.exist?
YAML.safe_load(ERB.new(File.read(path)).result, aliases: true)
else
{}
end
end
end
```
## Generator Pattern
```ruby
# lib/generators/gemname/install_generator.rb
module GemName
module Generators
class InstallGenerator < Rails::Generators::Base
source_root File.expand_path("templates", __dir__)
def copy_initializer
template "initializer.rb", "config/initializers/gemname.rb"
end
def copy_migration
migration_template "migration.rb", "db/migrate/create_gemname_tables.rb"
end
end
end
end
```
## Conditional Feature Detection
```ruby
# Check for specific Rails versions
if ActiveRecord.version >= Gem::Version.new("7.0")
# Rails 7+ specific code
end
# Check for optional dependencies
def self.client
@client ||= if defined?(OpenSearch::Client)
OpenSearch::Client.new
elsif defined?(Elasticsearch::Client)
Elasticsearch::Client.new
else
raise Error, "Install elasticsearch or opensearch-ruby"
end
end
```

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@@ -1,119 +0,0 @@
# Andrew Kane Resources
## Primary Documentation
- **Gem Patterns Article**: https://ankane.org/gem-patterns
- Kane's own documentation of patterns used across his gems
- Covers configuration, Rails integration, error handling
## Top Ruby Gems by Stars
### Search & Data
| Gem | Stars | Description | Source |
|-----|-------|-------------|--------|
| **Searchkick** | 6.6k+ | Intelligent search for Rails | https://github.com/ankane/searchkick |
| **Chartkick** | 6.4k+ | Beautiful charts in Ruby | https://github.com/ankane/chartkick |
| **Groupdate** | 3.8k+ | Group by day, week, month | https://github.com/ankane/groupdate |
| **Blazer** | 4.6k+ | SQL dashboard for Rails | https://github.com/ankane/blazer |
### Database & Migrations
| Gem | Stars | Description | Source |
|-----|-------|-------------|--------|
| **PgHero** | 8.2k+ | PostgreSQL insights | https://github.com/ankane/pghero |
| **Strong Migrations** | 4.1k+ | Safe migration checks | https://github.com/ankane/strong_migrations |
| **Dexter** | 1.8k+ | Auto index advisor | https://github.com/ankane/dexter |
| **PgSync** | 1.5k+ | Sync Postgres data | https://github.com/ankane/pgsync |
### Security & Encryption
| Gem | Stars | Description | Source |
|-----|-------|-------------|--------|
| **Lockbox** | 1.5k+ | Application-level encryption | https://github.com/ankane/lockbox |
| **Blind Index** | 1.0k+ | Encrypted search | https://github.com/ankane/blind_index |
| **Secure Headers** | — | Contributed patterns | Referenced in gems |
### Analytics & ML
| Gem | Stars | Description | Source |
|-----|-------|-------------|--------|
| **Ahoy** | 4.2k+ | Analytics for Rails | https://github.com/ankane/ahoy |
| **Neighbor** | 1.1k+ | Vector search for Rails | https://github.com/ankane/neighbor |
| **Rover** | 700+ | DataFrames for Ruby | https://github.com/ankane/rover |
| **Tomoto** | 200+ | Topic modeling | https://github.com/ankane/tomoto-ruby |
### Utilities
| Gem | Stars | Description | Source |
|-----|-------|-------------|--------|
| **Pretender** | 2.0k+ | Login as another user | https://github.com/ankane/pretender |
| **Authtrail** | 900+ | Login activity tracking | https://github.com/ankane/authtrail |
| **Notable** | 200+ | Track notable requests | https://github.com/ankane/notable |
| **Logstop** | 200+ | Filter sensitive logs | https://github.com/ankane/logstop |
## Key Source Files to Study
### Entry Point Patterns
- https://github.com/ankane/searchkick/blob/master/lib/searchkick.rb
- https://github.com/ankane/pghero/blob/master/lib/pghero.rb
- https://github.com/ankane/strong_migrations/blob/master/lib/strong_migrations.rb
- https://github.com/ankane/lockbox/blob/master/lib/lockbox.rb
### Class Macro Implementations
- https://github.com/ankane/searchkick/blob/master/lib/searchkick/model.rb
- https://github.com/ankane/lockbox/blob/master/lib/lockbox/model.rb
- https://github.com/ankane/neighbor/blob/master/lib/neighbor/model.rb
- https://github.com/ankane/blind_index/blob/master/lib/blind_index/model.rb
### Rails Integration (Railtie/Engine)
- https://github.com/ankane/pghero/blob/master/lib/pghero/engine.rb
- https://github.com/ankane/searchkick/blob/master/lib/searchkick/railtie.rb
- https://github.com/ankane/ahoy/blob/master/lib/ahoy/engine.rb
- https://github.com/ankane/blazer/blob/master/lib/blazer/engine.rb
### Database Adapters
- https://github.com/ankane/strong_migrations/tree/master/lib/strong_migrations/adapters
- https://github.com/ankane/groupdate/tree/master/lib/groupdate/adapters
- https://github.com/ankane/neighbor/tree/master/lib/neighbor
### Error Messages (Template Pattern)
- https://github.com/ankane/strong_migrations/blob/master/lib/strong_migrations/error_messages.rb
### Gemspec Examples
- https://github.com/ankane/searchkick/blob/master/searchkick.gemspec
- https://github.com/ankane/neighbor/blob/master/neighbor.gemspec
- https://github.com/ankane/ahoy/blob/master/ahoy_matey.gemspec
### Test Setups
- https://github.com/ankane/searchkick/tree/master/test
- https://github.com/ankane/lockbox/tree/master/test
- https://github.com/ankane/strong_migrations/tree/master/test
## GitHub Profile
- **Profile**: https://github.com/ankane
- **All Ruby Repos**: https://github.com/ankane?tab=repositories&q=&type=&language=ruby&sort=stargazers
- **RubyGems Profile**: https://rubygems.org/profiles/ankane
## Blog Posts & Articles
- **ankane.org**: https://ankane.org/
- **Gem Patterns**: https://ankane.org/gem-patterns (essential reading)
- **Postgres Performance**: https://ankane.org/introducing-pghero
- **Search Tips**: https://ankane.org/search-rails
## Design Philosophy Summary
From studying 100+ gems, Kane's consistent principles:
1. **Zero dependencies when possible** - Each dep is a maintenance burden
2. **ActiveSupport.on_load always** - Never require Rails gems directly
3. **Class macro DSLs** - Single method configures everything
4. **Explicit over magic** - No method_missing, define methods directly
5. **Minitest only** - Simple, sufficient, no RSpec
6. **Multi-version testing** - Support broad Rails/Ruby versions
7. **Helpful errors** - Template-based messages with fix suggestions
8. **Abstract adapters** - Clean multi-database support
9. **Engine isolation** - isolate_namespace for mountable gems
10. **Minimal documentation** - Code is self-documenting, README is examples

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@@ -1,261 +0,0 @@
# Testing Patterns
## Minitest Setup
Kane exclusively uses Minitest—never RSpec.
```ruby
# test/test_helper.rb
require "bundler/setup"
Bundler.require(:default)
require "minitest/autorun"
require "minitest/pride"
# Load the gem
require "gemname"
# Test database setup (if needed)
ActiveRecord::Base.establish_connection(
adapter: "postgresql",
database: "gemname_test"
)
# Base test class
class Minitest::Test
def setup
# Reset state before each test
end
end
```
## Test File Structure
```ruby
# test/model_test.rb
require_relative "test_helper"
class ModelTest < Minitest::Test
def setup
User.delete_all
end
def test_basic_functionality
user = User.create!(email: "test@example.org")
assert_equal "test@example.org", user.email
end
def test_with_invalid_input
error = assert_raises(ArgumentError) do
User.create!(email: nil)
end
assert_match /email/, error.message
end
def test_class_method
result = User.search("test")
assert_kind_of Array, result
end
end
```
## Multi-Version Testing
Test against multiple Rails/Ruby versions using gemfiles:
```
test/
├── test_helper.rb
└── gemfiles/
├── activerecord70.gemfile
├── activerecord71.gemfile
└── activerecord72.gemfile
```
```ruby
# test/gemfiles/activerecord70.gemfile
source "https://rubygems.org"
gemspec path: "../../"
gem "activerecord", "~> 7.0.0"
gem "sqlite3"
```
```ruby
# test/gemfiles/activerecord72.gemfile
source "https://rubygems.org"
gemspec path: "../../"
gem "activerecord", "~> 7.2.0"
gem "sqlite3"
```
Run with specific gemfile:
```bash
BUNDLE_GEMFILE=test/gemfiles/activerecord70.gemfile bundle install
BUNDLE_GEMFILE=test/gemfiles/activerecord70.gemfile bundle exec rake test
```
## Rakefile
```ruby
# Rakefile
require "bundler/gem_tasks"
require "rake/testtask"
Rake::TestTask.new(:test) do |t|
t.libs << "test"
t.pattern = "test/**/*_test.rb"
end
task default: :test
```
## GitHub Actions CI
```yaml
# .github/workflows/build.yml
name: build
on: [push, pull_request]
jobs:
build:
runs-on: ubuntu-latest
strategy:
fail-fast: false
matrix:
include:
- ruby: "3.2"
gemfile: activerecord70
- ruby: "3.3"
gemfile: activerecord71
- ruby: "3.3"
gemfile: activerecord72
env:
BUNDLE_GEMFILE: test/gemfiles/${{ matrix.gemfile }}.gemfile
steps:
- uses: actions/checkout@v4
- uses: ruby/setup-ruby@v1
with:
ruby-version: ${{ matrix.ruby }}
bundler-cache: true
- run: bundle exec rake test
```
## Database-Specific Testing
```yaml
# .github/workflows/build.yml (with services)
services:
postgres:
image: postgres:15
env:
POSTGRES_USER: postgres
POSTGRES_PASSWORD: postgres
ports:
- 5432:5432
options: >-
--health-cmd pg_isready
--health-interval 10s
--health-timeout 5s
--health-retries 5
env:
DATABASE_URL: postgres://postgres:postgres@localhost/gemname_test
```
## Test Database Setup
```ruby
# test/test_helper.rb
require "active_record"
# Connect to database
ActiveRecord::Base.establish_connection(
ENV["DATABASE_URL"] || {
adapter: "postgresql",
database: "gemname_test"
}
)
# Create tables
ActiveRecord::Schema.define do
create_table :users, force: true do |t|
t.string :email
t.text :encrypted_data
t.timestamps
end
end
# Define models
class User < ActiveRecord::Base
gemname_feature :email
end
```
## Assertion Patterns
```ruby
# Basic assertions
assert result
assert_equal expected, actual
assert_nil value
assert_empty array
# Exception testing
assert_raises(ArgumentError) { bad_code }
error = assert_raises(GemName::Error) do
risky_operation
end
assert_match /expected message/, error.message
# Refutations
refute condition
refute_equal unexpected, actual
refute_nil value
```
## Test Helpers
```ruby
# test/test_helper.rb
class Minitest::Test
def with_options(options)
original = GemName.options.dup
GemName.options.merge!(options)
yield
ensure
GemName.options = original
end
def assert_queries(expected_count)
queries = []
callback = ->(*, payload) { queries << payload[:sql] }
ActiveSupport::Notifications.subscribe("sql.active_record", callback)
yield
assert_equal expected_count, queries.size, "Expected #{expected_count} queries, got #{queries.size}"
ensure
ActiveSupport::Notifications.unsubscribe(callback)
end
end
```
## Skipping Tests
```ruby
def test_postgresql_specific
skip "PostgreSQL only" unless postgresql?
# test code
end
def postgresql?
ActiveRecord::Base.connection.adapter_name =~ /postg/i
end
```

View File

@@ -1,138 +0,0 @@
---
name: ce-changelog
description: Create engaging changelogs for recent merges to main branch
argument-hint: "[optional: daily|weekly, or time period in days]"
disable-model-invocation: true
---
You are a witty and enthusiastic product marketer tasked with creating a fun, engaging change log for an internal development team. Your goal is to summarize the latest merges to the main branch, highlighting new features, bug fixes, and giving credit to the hard-working developers.
## Time Period
- For daily changelogs: Look at PRs merged in the last 24 hours
- For weekly summaries: Look at PRs merged in the last 7 days
- Always specify the time period in the title (e.g., "Daily" vs "Weekly")
- Default: Get the latest changes from the last day from the main branch of the repository
## PR Analysis
Analyze the provided GitHub changes and related issues. Look for:
1. New features that have been added
2. Bug fixes that have been implemented
3. Any other significant changes or improvements
4. References to specific issues and their details
5. Names of contributors who made the changes
6. Use gh cli to lookup the PRs as well and the description of the PRs
7. Check PR labels to identify feature type (feature, bug, chore, etc.)
8. Look for breaking changes and highlight them prominently
9. Include PR numbers for traceability
10. Check if PRs are linked to issues and include issue context
## Content Priorities
1. Breaking changes (if any) - MUST be at the top
2. User-facing features
3. Critical bug fixes
4. Performance improvements
5. Developer experience improvements
6. Documentation updates
## Formatting Guidelines
Now, create a change log summary with the following guidelines:
1. Keep it concise and to the point
2. Highlight the most important changes first
3. Group similar changes together (e.g., all new features, all bug fixes)
4. Include issue references where applicable
5. Mention the names of contributors, giving them credit for their work
6. Add a touch of humor or playfulness to make it engaging
7. Use emojis sparingly to add visual interest
8. Keep total message under 2000 characters for Discord
9. Use consistent emoji for each section
10. Format code/technical terms in backticks
11. Include PR numbers in parentheses (e.g., "Fixed login bug (#123)")
## Deployment Notes
When relevant, include:
- Database migrations required
- Environment variable updates needed
- Manual intervention steps post-deploy
- Dependencies that need updating
Your final output should be formatted as follows:
<change_log>
# 🚀 [Daily/Weekly] Change Log: [Current Date]
## 🚨 Breaking Changes (if any)
[List any breaking changes that require immediate attention]
## 🌟 New Features
[List new features here with PR numbers]
## 🐛 Bug Fixes
[List bug fixes here with PR numbers]
## 🛠️ Other Improvements
[List other significant changes or improvements]
## 🙌 Shoutouts
[Mention contributors and their contributions]
## 🎉 Fun Fact of the Day
[Include a brief, work-related fun fact or joke]
</change_log>
## Style Guide Review
Now review the changelog using the EVERY_WRITE_STYLE.md file and go one by one to make sure you are following the style guide. Use multiple agents, run in parallel to make it faster.
Remember, your final output should only include the content within the <change_log> tags. Do not include any of your thought process or the original data in the output.
## Discord Posting (Optional)
You can post changelogs to Discord by adding your own webhook URL:
```
# Set your Discord webhook URL
DISCORD_WEBHOOK_URL="https://discord.com/api/webhooks/YOUR_WEBHOOK_ID/YOUR_WEBHOOK_TOKEN"
# Post using curl
curl -H "Content-Type: application/json" \
-d "{\"content\": \"{{CHANGELOG}}\"}" \
$DISCORD_WEBHOOK_URL
```
To get a webhook URL, go to your Discord server → Server Settings → Integrations → Webhooks → New Webhook.
## Error Handling
- If no changes in the time period, post a "quiet day" message: "🌤️ Quiet day! No new changes merged."
- If unable to fetch PR details, list the PR numbers for manual review
- Always validate message length before posting to Discord (max 2000 chars)
## Schedule Recommendations
- Run daily at 6 AM NY time for previous day's changes
- Run weekly summary on Mondays for the previous week
- Special runs after major releases or deployments
## Audience Considerations
Adjust the tone and detail level based on the channel:
- **Dev team channels**: Include technical details, performance metrics, code snippets
- **Product team channels**: Focus on user-facing changes and business impact
- **Leadership channels**: Highlight progress on key initiatives and blockers

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@@ -1,112 +0,0 @@
---
name: ce-deploy-docs
description: Validate and prepare documentation for GitHub Pages deployment
disable-model-invocation: true
---
# Deploy Documentation Command
Validate the documentation site and prepare it for GitHub Pages deployment.
## Step 1: Validate Documentation
Run these checks:
```bash
# Count components
echo "Agents: $(ls plugins/compound-engineering/agents/*.md | wc -l)"
echo "Skills: $(ls -d plugins/compound-engineering/skills/*/ 2>/dev/null | wc -l)"
# Validate JSON
cat .claude-plugin/marketplace.json | jq . > /dev/null && echo "✓ marketplace.json valid"
cat plugins/compound-engineering/.claude-plugin/plugin.json | jq . > /dev/null && echo "✓ plugin.json valid"
# Check all HTML files exist
for page in index agents commands skills mcp-servers changelog getting-started; do
if [ -f "plugins/compound-engineering/docs/pages/${page}.html" ] || [ -f "plugins/compound-engineering/docs/${page}.html" ]; then
echo "${page}.html exists"
else
echo "${page}.html MISSING"
fi
done
```
## Step 2: Check for Uncommitted Changes
```bash
git status --porcelain plugins/compound-engineering/docs/
```
If there are uncommitted changes, warn the user to commit first.
## Step 3: Deployment Instructions
Since GitHub Pages deployment requires a workflow file with special permissions, provide these instructions:
### First-time Setup
1. Create `.github/workflows/deploy-docs.yml` with the GitHub Pages workflow
2. Go to repository Settings > Pages
3. Set Source to "GitHub Actions"
### Deploying
After merging to `main`, the docs will auto-deploy. Or:
1. Go to Actions tab
2. Select "Deploy Documentation to GitHub Pages"
3. Click "Run workflow"
### Workflow File Content
```yaml
name: Deploy Documentation to GitHub Pages
on:
push:
branches: [main]
paths:
- 'plugins/compound-engineering/docs/**'
workflow_dispatch:
permissions:
contents: read
pages: write
id-token: write
concurrency:
group: "pages"
cancel-in-progress: false
jobs:
deploy:
environment:
name: github-pages
url: ${{ steps.deployment.outputs.page_url }}
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v4
- uses: actions/configure-pages@v4
- uses: actions/upload-pages-artifact@v3
with:
path: 'plugins/compound-engineering/docs'
- uses: actions/deploy-pages@v4
```
## Step 4: Report Status
Provide a summary:
```
## Deployment Readiness
✓ All HTML pages present
✓ JSON files valid
✓ Component counts match
### Next Steps
- [ ] Commit any pending changes
- [ ] Push to main branch
- [ ] Verify GitHub Pages workflow exists
- [ ] Check deployment at https://everyinc.github.io/compound-engineering-plugin/
```

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@@ -1,737 +0,0 @@
---
name: ce-dspy-ruby
description: Build type-safe LLM applications with DSPy.rb — Ruby's programmatic prompt framework with signatures, modules, agents, and optimization. Use when implementing predictable AI features, creating LLM signatures and modules, configuring language model providers, building agent systems with tools, optimizing prompts, or testing LLM-powered functionality in Ruby applications.
---
# DSPy.rb
> Build LLM apps like you build software. Type-safe, modular, testable.
DSPy.rb brings software engineering best practices to LLM development. Instead of tweaking prompts, define what you want with Ruby types and let DSPy handle the rest.
## Overview
DSPy.rb is a Ruby framework for building language model applications with programmatic prompts. It provides:
- **Type-safe signatures** — Define inputs/outputs with Sorbet types
- **Modular components** — Compose and reuse LLM logic
- **Automatic optimization** — Use data to improve prompts, not guesswork
- **Production-ready** — Built-in observability, testing, and error handling
## Core Concepts
### 1. Signatures
Define interfaces between your app and LLMs using Ruby types:
```ruby
class EmailClassifier < DSPy::Signature
description "Classify customer support emails by category and priority"
class Priority < T::Enum
enums do
Low = new('low')
Medium = new('medium')
High = new('high')
Urgent = new('urgent')
end
end
input do
const :email_content, String
const :sender, String
end
output do
const :category, String
const :priority, Priority # Type-safe enum with defined values
const :confidence, Float
end
end
```
### 2. Modules
Build complex workflows from simple building blocks:
- **Predict** — Basic LLM calls with signatures
- **ChainOfThought** — Step-by-step reasoning
- **ReAct** — Tool-using agents
- **CodeAct** — Dynamic code generation agents (install the `dspy-code_act` gem)
### 3. Tools & Toolsets
Create type-safe tools for agents with comprehensive Sorbet support:
```ruby
# Enum-based tool with automatic type conversion
class CalculatorTool < DSPy::Tools::Base
tool_name 'calculator'
tool_description 'Performs arithmetic operations with type-safe enum inputs'
class Operation < T::Enum
enums do
Add = new('add')
Subtract = new('subtract')
Multiply = new('multiply')
Divide = new('divide')
end
end
sig { params(operation: Operation, num1: Float, num2: Float).returns(T.any(Float, String)) }
def call(operation:, num1:, num2:)
case operation
when Operation::Add then num1 + num2
when Operation::Subtract then num1 - num2
when Operation::Multiply then num1 * num2
when Operation::Divide
return "Error: Division by zero" if num2 == 0
num1 / num2
end
end
end
# Multi-tool toolset with rich types
class DataToolset < DSPy::Tools::Toolset
toolset_name "data_processing"
class Format < T::Enum
enums do
JSON = new('json')
CSV = new('csv')
XML = new('xml')
end
end
tool :convert, description: "Convert data between formats"
tool :validate, description: "Validate data structure"
sig { params(data: String, from: Format, to: Format).returns(String) }
def convert(data:, from:, to:)
"Converted from #{from.serialize} to #{to.serialize}"
end
sig { params(data: String, format: Format).returns(T::Hash[String, T.any(String, Integer, T::Boolean)]) }
def validate(data:, format:)
{ valid: true, format: format.serialize, row_count: 42, message: "Data validation passed" }
end
end
```
### 4. Type System & Discriminators
DSPy.rb uses sophisticated type discrimination for complex data structures:
- **Automatic `_type` field injection** — DSPy adds discriminator fields to structs for type safety
- **Union type support** — `T.any()` types automatically disambiguated by `_type`
- **Reserved field name** — Avoid defining your own `_type` fields in structs
- **Recursive filtering** — `_type` fields filtered during deserialization at all nesting levels
### 5. Optimization
Improve accuracy with real data:
- **MIPROv2** — Advanced multi-prompt optimization with bootstrap sampling and Bayesian optimization
- **GEPA** — Genetic-Pareto Reflective Prompt Evolution with feedback maps, experiment tracking, and telemetry
- **Evaluation** — Comprehensive framework with built-in and custom metrics, error handling, and batch processing
## Quick Start
```ruby
# Install
gem 'dspy'
# Configure
DSPy.configure do |c|
c.lm = DSPy::LM.new('openai/gpt-4o-mini', api_key: ENV['OPENAI_API_KEY'])
end
# Define a task
class SentimentAnalysis < DSPy::Signature
description "Analyze sentiment of text"
input do
const :text, String
end
output do
const :sentiment, String # positive, negative, neutral
const :score, Float # 0.0 to 1.0
end
end
# Use it
analyzer = DSPy::Predict.new(SentimentAnalysis)
result = analyzer.call(text: "This product is amazing!")
puts result.sentiment # => "positive"
puts result.score # => 0.92
```
## Provider Adapter Gems
Two strategies for connecting to LLM providers:
### Per-provider adapters (direct SDK access)
```ruby
# Gemfile
gem 'dspy'
gem 'dspy-openai' # OpenAI, OpenRouter, Ollama
gem 'dspy-anthropic' # Claude
gem 'dspy-gemini' # Gemini
```
Each adapter gem pulls in the official SDK (`openai`, `anthropic`, `gemini-ai`).
### Unified adapter via RubyLLM (recommended for multi-provider)
```ruby
# Gemfile
gem 'dspy'
gem 'dspy-ruby_llm' # Routes to any provider via ruby_llm
gem 'ruby_llm'
```
RubyLLM handles provider routing based on the model name. Use the `ruby_llm/` prefix:
```ruby
DSPy.configure do |c|
c.lm = DSPy::LM.new('ruby_llm/gemini-2.5-flash', structured_outputs: true)
# c.lm = DSPy::LM.new('ruby_llm/claude-sonnet-4-20250514', structured_outputs: true)
# c.lm = DSPy::LM.new('ruby_llm/gpt-4o-mini', structured_outputs: true)
end
```
## Events System
DSPy.rb ships with a structured event bus for observing runtime behavior.
### Module-Scoped Subscriptions (preferred for agents)
```ruby
class MyAgent < DSPy::Module
subscribe 'lm.tokens', :track_tokens, scope: :descendants
def track_tokens(_event, attrs)
@total_tokens += attrs.fetch(:total_tokens, 0)
end
end
```
### Global Subscriptions (for observability/integrations)
```ruby
subscription_id = DSPy.events.subscribe('score.create') do |event, attrs|
Langfuse.export_score(attrs)
end
# Wildcards supported
DSPy.events.subscribe('llm.*') { |name, attrs| puts "[#{name}] tokens=#{attrs[:total_tokens]}" }
```
Event names use dot-separated namespaces (`llm.generate`, `react.iteration_complete`). Every event includes module metadata (`module_path`, `module_leaf`, `module_scope.ancestry_token`) for filtering.
## Lifecycle Callbacks
Rails-style lifecycle hooks ship with every `DSPy::Module`:
- **`before`** — Runs ahead of `forward` for setup (metrics, context loading)
- **`around`** — Wraps `forward`, calls `yield`, and lets you pair setup/teardown logic
- **`after`** — Fires after `forward` returns for cleanup or persistence
```ruby
class InstrumentedModule < DSPy::Module
before :setup_metrics
around :manage_context
after :log_metrics
def forward(question:)
@predictor.call(question: question)
end
private
def setup_metrics
@start_time = Time.now
end
def manage_context
load_context
result = yield
save_context
result
end
def log_metrics
duration = Time.now - @start_time
Rails.logger.info "Prediction completed in #{duration}s"
end
end
```
Execution order: before → around (before yield) → forward → around (after yield) → after. Callbacks are inherited from parent classes and execute in registration order.
## Fiber-Local LM Context
Override the language model temporarily using fiber-local storage:
```ruby
fast_model = DSPy::LM.new("openai/gpt-4o-mini", api_key: ENV['OPENAI_API_KEY'])
DSPy.with_lm(fast_model) do
result = classifier.call(text: "test") # Uses fast_model inside this block
end
# Back to global LM outside the block
```
**LM resolution hierarchy**: Instance-level LM → Fiber-local LM (`DSPy.with_lm`) → Global LM (`DSPy.configure`).
Use `configure_predictor` for fine-grained control over agent internals:
```ruby
agent = DSPy::ReAct.new(MySignature, tools: tools)
agent.configure { |c| c.lm = default_model }
agent.configure_predictor('thought_generator') { |c| c.lm = powerful_model }
```
## Evaluation Framework
Systematically test LLM application performance with `DSPy::Evals`:
```ruby
metric = DSPy::Metrics.exact_match(field: :answer, case_sensitive: false)
evaluator = DSPy::Evals.new(predictor, metric: metric)
result = evaluator.evaluate(test_examples, display_table: true)
puts "Pass Rate: #{(result.pass_rate * 100).round(1)}%"
```
Built-in metrics: `exact_match`, `contains`, `numeric_difference`, `composite_and`. Custom metrics return `true`/`false` or a `DSPy::Prediction` with `score:` and `feedback:` fields.
Use `DSPy::Example` for typed test data and `export_scores: true` to push results to Langfuse.
## GEPA Optimization
GEPA (Genetic-Pareto Reflective Prompt Evolution) uses reflection-driven instruction rewrites:
```ruby
gem 'dspy-gepa'
teleprompter = DSPy::Teleprompt::GEPA.new(
metric: metric,
reflection_lm: DSPy::ReflectionLM.new('openai/gpt-4o-mini', api_key: ENV['OPENAI_API_KEY']),
feedback_map: feedback_map,
config: { max_metric_calls: 600, minibatch_size: 6 }
)
result = teleprompter.compile(program, trainset: train, valset: val)
optimized_program = result.optimized_program
```
The metric must return `DSPy::Prediction.new(score:, feedback:)` so the reflection model can reason about failures. Use `feedback_map` to target individual predictors in composite modules.
## Typed Context Pattern
Replace opaque string context blobs with `T::Struct` inputs. Each field gets its own `description:` annotation in the JSON schema the LLM sees:
```ruby
class NavigationContext < T::Struct
const :workflow_hint, T.nilable(String),
description: "Current workflow phase guidance for the agent"
const :action_log, T::Array[String], default: [],
description: "Compact one-line-per-action history of research steps taken"
const :iterations_remaining, Integer,
description: "Budget remaining. Each tool call costs 1 iteration."
end
class ToolSelectionSignature < DSPy::Signature
input do
const :query, String
const :context, NavigationContext # Structured, not an opaque string
end
output do
const :tool_name, String
const :tool_args, String, description: "JSON-encoded arguments"
end
end
```
Benefits: type safety at compile time, per-field descriptions in the LLM schema, easy to test as value objects, extensible by adding `const` declarations.
## Schema Formats (BAML / TOON)
Control how DSPy describes signature structure to the LLM:
- **JSON Schema** (default) — Standard format, works with `structured_outputs: true`
- **BAML** (`schema_format: :baml`) — 84% token reduction for Enhanced Prompting mode. Requires `sorbet-baml` gem.
- **TOON** (`schema_format: :toon, data_format: :toon`) — Table-oriented format for both schemas and data. Enhanced Prompting mode only.
BAML and TOON apply only when `structured_outputs: false`. With `structured_outputs: true`, the provider receives JSON Schema directly.
## Storage System
Persist and reload optimized programs with `DSPy::Storage::ProgramStorage`:
```ruby
storage = DSPy::Storage::ProgramStorage.new(storage_path: "./dspy_storage")
storage.save_program(result.optimized_program, result, metadata: { optimizer: 'MIPROv2' })
```
Supports checkpoint management, optimization history tracking, and import/export between environments.
## Rails Integration
### Directory Structure
Organize DSPy components using Rails conventions:
```
app/
entities/ # T::Struct types shared across signatures
signatures/ # DSPy::Signature definitions
tools/ # DSPy::Tools::Base implementations
concerns/ # Shared tool behaviors (error handling, etc.)
modules/ # DSPy::Module orchestrators
services/ # Plain Ruby services that compose DSPy modules
config/
initializers/
dspy.rb # DSPy + provider configuration
feature_flags.rb # Model selection per role
spec/
signatures/ # Schema validation tests
tools/ # Tool unit tests
modules/ # Integration tests with VCR
vcr_cassettes/ # Recorded HTTP interactions
```
### Initializer
```ruby
# config/initializers/dspy.rb
Rails.application.config.after_initialize do
next if Rails.env.test? && ENV["DSPY_ENABLE_IN_TEST"].blank?
RubyLLM.configure do |config|
config.gemini_api_key = ENV["GEMINI_API_KEY"] if ENV["GEMINI_API_KEY"].present?
config.anthropic_api_key = ENV["ANTHROPIC_API_KEY"] if ENV["ANTHROPIC_API_KEY"].present?
config.openai_api_key = ENV["OPENAI_API_KEY"] if ENV["OPENAI_API_KEY"].present?
end
model = ENV.fetch("DSPY_MODEL", "ruby_llm/gemini-2.5-flash")
DSPy.configure do |config|
config.lm = DSPy::LM.new(model, structured_outputs: true)
config.logger = Rails.logger
end
# Langfuse observability (optional)
if ENV["LANGFUSE_PUBLIC_KEY"].present? && ENV["LANGFUSE_SECRET_KEY"].present?
DSPy::Observability.configure!
end
end
```
### Feature-Flagged Model Selection
Use different models for different roles (fast/cheap for classification, powerful for synthesis):
```ruby
# config/initializers/feature_flags.rb
module FeatureFlags
SELECTOR_MODEL = ENV.fetch("DSPY_SELECTOR_MODEL", "ruby_llm/gemini-2.5-flash-lite")
SYNTHESIZER_MODEL = ENV.fetch("DSPY_SYNTHESIZER_MODEL", "ruby_llm/gemini-2.5-flash")
end
```
Then override per-tool or per-predictor:
```ruby
class ClassifyTool < DSPy::Tools::Base
def call(query:)
predictor = DSPy::Predict.new(ClassifyQuery)
predictor.configure { |c| c.lm = DSPy::LM.new(FeatureFlags::SELECTOR_MODEL, structured_outputs: true) }
predictor.call(query: query)
end
end
```
## Schema-Driven Signatures
**Prefer typed schemas over string descriptions.** Let the type system communicate structure to the LLM rather than prose in the signature description.
### Entities as Shared Types
Define reusable `T::Struct` and `T::Enum` types in `app/entities/` and reference them across signatures:
```ruby
# app/entities/search_strategy.rb
class SearchStrategy < T::Enum
enums do
SingleSearch = new("single_search")
DateDecomposition = new("date_decomposition")
end
end
# app/entities/scored_item.rb
class ScoredItem < T::Struct
const :id, String
const :score, Float, description: "Relevance score 0.0-1.0"
const :verdict, String, description: "relevant, maybe, or irrelevant"
const :reason, String, default: ""
end
```
### Schema vs Description: When to Use Each
**Use schemas (T::Struct/T::Enum)** for:
- Multi-field outputs with specific types
- Enums with defined values the LLM must pick from
- Nested structures, arrays of typed objects
- Outputs consumed by code (not displayed to users)
**Use string descriptions** for:
- Simple single-field outputs where the type is `String`
- Natural language generation (summaries, answers)
- Fields where constraint guidance helps (e.g., `description: "YYYY-MM-DD format"`)
**Rule of thumb**: If you'd write a `case` statement on the output, it should be a `T::Enum`. If you'd call `.each` on it, it should be `T::Array[SomeStruct]`.
## Tool Patterns
### Tools That Wrap Predictions
A common pattern: tools encapsulate a DSPy prediction, adding error handling, model selection, and serialization:
```ruby
class RerankTool < DSPy::Tools::Base
tool_name "rerank"
tool_description "Score and rank search results by relevance"
MAX_ITEMS = 200
MIN_ITEMS_FOR_LLM = 5
sig { params(query: String, items: T::Array[T::Hash[Symbol, T.untyped]]).returns(T::Hash[Symbol, T.untyped]) }
def call(query:, items: [])
return { scored_items: items, reranked: false } if items.size < MIN_ITEMS_FOR_LLM
capped_items = items.first(MAX_ITEMS)
predictor = DSPy::Predict.new(RerankSignature)
predictor.configure { |c| c.lm = DSPy::LM.new(FeatureFlags::SYNTHESIZER_MODEL, structured_outputs: true) }
result = predictor.call(query: query, items: capped_items)
{ scored_items: result.scored_items, reranked: true }
rescue => e
Rails.logger.warn "[RerankTool] LLM rerank failed: #{e.message}"
{ error: "Rerank failed: #{e.message}", scored_items: items, reranked: false }
end
end
```
**Key patterns:**
- Short-circuit LLM calls when unnecessary (small data, trivial cases)
- Cap input size to prevent token overflow
- Per-tool model selection via `configure`
- Graceful error handling with fallback data
### Error Handling Concern
```ruby
module ErrorHandling
extend ActiveSupport::Concern
private
def safe_predict(signature_class, **inputs)
predictor = DSPy::Predict.new(signature_class)
yield predictor if block_given?
predictor.call(**inputs)
rescue Faraday::Error, Net::HTTPError => e
Rails.logger.error "[#{self.class.name}] API error: #{e.message}"
nil
rescue JSON::ParserError => e
Rails.logger.error "[#{self.class.name}] Invalid LLM output: #{e.message}"
nil
end
end
```
## Observability
### Tracing with DSPy::Context
Wrap operations in spans for Langfuse/OpenTelemetry visibility:
```ruby
result = DSPy::Context.with_span(
operation: "tool_selector.select",
"dspy.module" => "ToolSelector",
"tool_selector.tools" => tool_names.join(",")
) do
@predictor.call(query: query, context: context, available_tools: schemas)
end
```
### Setup for Langfuse
```ruby
# Gemfile
gem 'dspy-o11y'
gem 'dspy-o11y-langfuse'
# .env
LANGFUSE_PUBLIC_KEY=pk-...
LANGFUSE_SECRET_KEY=sk-...
DSPY_TELEMETRY_BATCH_SIZE=5
```
Every `DSPy::Predict`, `DSPy::ReAct`, and tool call is automatically traced when observability is configured.
### Score Reporting
Report evaluation scores to Langfuse:
```ruby
DSPy.score(name: "relevance", value: 0.85, trace_id: current_trace_id)
```
## Testing
### VCR Setup for Rails
```ruby
VCR.configure do |config|
config.cassette_library_dir = "spec/vcr_cassettes"
config.hook_into :webmock
config.configure_rspec_metadata!
config.filter_sensitive_data('<GEMINI_API_KEY>') { ENV['GEMINI_API_KEY'] }
config.filter_sensitive_data('<OPENAI_API_KEY>') { ENV['OPENAI_API_KEY'] }
end
```
### Signature Schema Tests
Test that signatures produce valid schemas without calling any LLM:
```ruby
RSpec.describe ClassifyResearchQuery do
it "has required input fields" do
schema = described_class.input_json_schema
expect(schema[:required]).to include("query")
end
it "has typed output fields" do
schema = described_class.output_json_schema
expect(schema[:properties]).to have_key(:search_strategy)
end
end
```
### Tool Tests with Mocked Predictions
```ruby
RSpec.describe RerankTool do
let(:tool) { described_class.new }
it "skips LLM for small result sets" do
expect(DSPy::Predict).not_to receive(:new)
result = tool.call(query: "test", items: [{ id: "1" }])
expect(result[:reranked]).to be false
end
it "calls LLM for large result sets", :vcr do
items = 10.times.map { |i| { id: i.to_s, title: "Item #{i}" } }
result = tool.call(query: "relevant items", items: items)
expect(result[:reranked]).to be true
end
end
```
## Resources
- `references/core-concepts.md` — Signatures, modules, predictors, type system deep-dive
- `references/toolsets.md` — Tools::Base, Tools::Toolset DSL, type safety, testing
- `references/providers.md` — Provider adapters, RubyLLM, fiber-local LM context, compatibility matrix
- `references/optimization.md` — MIPROv2, GEPA, evaluation framework, storage system
- `references/observability.md` — Event system, dspy-o11y gems, Langfuse, score reporting
- `assets/signature-template.rb` — Signature scaffold with T::Enum, Date/Time, defaults, union types
- `assets/module-template.rb` — Module scaffold with .call(), lifecycle callbacks, fiber-local LM
- `assets/config-template.rb` — Rails initializer with RubyLLM, observability, feature flags
## Key URLs
- Homepage: https://oss.vicente.services/dspy.rb/
- GitHub: https://github.com/vicentereig/dspy.rb
- Documentation: https://oss.vicente.services/dspy.rb/getting-started/
## Guidelines for Claude
When helping users with DSPy.rb:
1. **Schema over prose** — Define output structure with `T::Struct` and `T::Enum` types, not string descriptions
2. **Entities in `app/entities/`** — Extract shared types so signatures stay thin
3. **Per-tool model selection** — Use `predictor.configure { |c| c.lm = ... }` to pick the right model per task
4. **Short-circuit LLM calls** — Skip the LLM for trivial cases (small data, cached results)
5. **Cap input sizes** — Prevent token overflow by limiting array sizes before sending to LLM
6. **Test schemas without LLM** — Validate `input_json_schema` and `output_json_schema` in unit tests
7. **VCR for integration tests** — Record real HTTP interactions, never mock LLM responses by hand
8. **Trace with spans** — Wrap tool calls in `DSPy::Context.with_span` for observability
9. **Graceful degradation** — Always rescue LLM errors and return fallback data
### Signature Best Practices
**Keep description concise** — The signature `description` should state the goal, not the field details:
```ruby
# Good — concise goal
class ParseOutline < DSPy::Signature
description 'Extract block-level structure from HTML as a flat list of skeleton sections.'
input do
const :html, String, description: 'Raw HTML to parse'
end
output do
const :sections, T::Array[Section], description: 'Block elements: headings, paragraphs, code blocks, lists'
end
end
```
**Use defaults over nilable arrays** — For OpenAI structured outputs compatibility:
```ruby
# Good — works with OpenAI structured outputs
class ASTNode < T::Struct
const :children, T::Array[ASTNode], default: []
end
```
### Recursive Types with `$defs`
DSPy.rb supports recursive types in structured outputs using JSON Schema `$defs`:
```ruby
class TreeNode < T::Struct
const :value, String
const :children, T::Array[TreeNode], default: [] # Self-reference
end
```
The schema generator automatically creates `#/$defs/TreeNode` references for recursive types, compatible with OpenAI and Gemini structured outputs.
### Field Descriptions for T::Struct
DSPy.rb extends T::Struct to support field-level `description:` kwargs that flow to JSON Schema:
```ruby
class ASTNode < T::Struct
const :node_type, NodeType, description: 'The type of node (heading, paragraph, etc.)'
const :text, String, default: "", description: 'Text content of the node'
const :level, Integer, default: 0 # No description — field is self-explanatory
const :children, T::Array[ASTNode], default: []
end
```
**When to use field descriptions**: complex field semantics, enum-like strings, constrained values, nested structs with ambiguous names. **When to skip**: self-explanatory fields like `name`, `id`, `url`, or boolean flags.
## Version
Current: 0.34.3

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@@ -1,187 +0,0 @@
# frozen_string_literal: true
# =============================================================================
# DSPy.rb Configuration Template — v0.34.3 API
#
# Rails initializer patterns for DSPy.rb with RubyLLM, observability,
# and feature-flagged model selection.
#
# Key patterns:
# - Use after_initialize for Rails setup
# - Use dspy-ruby_llm for multi-provider routing
# - Use structured_outputs: true for reliable parsing
# - Use dspy-o11y + dspy-o11y-langfuse for observability
# - Use ENV-based feature flags for model selection
# =============================================================================
# =============================================================================
# Gemfile Dependencies
# =============================================================================
#
# # Core
# gem 'dspy'
#
# # Provider adapter (choose one strategy):
#
# # Strategy A: Unified adapter via RubyLLM (recommended)
# gem 'dspy-ruby_llm'
# gem 'ruby_llm'
#
# # Strategy B: Per-provider adapters (direct SDK access)
# gem 'dspy-openai' # OpenAI, OpenRouter, Ollama
# gem 'dspy-anthropic' # Claude
# gem 'dspy-gemini' # Gemini
#
# # Observability (optional)
# gem 'dspy-o11y'
# gem 'dspy-o11y-langfuse'
#
# # Optimization (optional)
# gem 'dspy-miprov2' # MIPROv2 optimizer
# gem 'dspy-gepa' # GEPA optimizer
#
# # Schema formats (optional)
# gem 'sorbet-baml' # BAML schema format (84% token reduction)
# =============================================================================
# Rails Initializer — config/initializers/dspy.rb
# =============================================================================
Rails.application.config.after_initialize do
# Skip in test unless explicitly enabled
next if Rails.env.test? && ENV["DSPY_ENABLE_IN_TEST"].blank?
# Configure RubyLLM provider credentials
RubyLLM.configure do |config|
config.gemini_api_key = ENV["GEMINI_API_KEY"] if ENV["GEMINI_API_KEY"].present?
config.anthropic_api_key = ENV["ANTHROPIC_API_KEY"] if ENV["ANTHROPIC_API_KEY"].present?
config.openai_api_key = ENV["OPENAI_API_KEY"] if ENV["OPENAI_API_KEY"].present?
end
# Configure DSPy with unified RubyLLM adapter
model = ENV.fetch("DSPY_MODEL", "ruby_llm/gemini-2.5-flash")
DSPy.configure do |config|
config.lm = DSPy::LM.new(model, structured_outputs: true)
config.logger = Rails.logger
end
# Enable Langfuse observability (optional)
if ENV["LANGFUSE_PUBLIC_KEY"].present? && ENV["LANGFUSE_SECRET_KEY"].present?
DSPy::Observability.configure!
end
end
# =============================================================================
# Feature Flags — config/initializers/feature_flags.rb
# =============================================================================
# Use different models for different roles:
# - Fast/cheap for classification, routing, simple tasks
# - Powerful for synthesis, reasoning, complex analysis
module FeatureFlags
SELECTOR_MODEL = ENV.fetch("DSPY_SELECTOR_MODEL", "ruby_llm/gemini-2.5-flash-lite")
SYNTHESIZER_MODEL = ENV.fetch("DSPY_SYNTHESIZER_MODEL", "ruby_llm/gemini-2.5-flash")
REASONING_MODEL = ENV.fetch("DSPY_REASONING_MODEL", "ruby_llm/claude-sonnet-4-20250514")
end
# Usage in tools/modules:
#
# class ClassifyTool < DSPy::Tools::Base
# def call(query:)
# predictor = DSPy::Predict.new(ClassifySignature)
# predictor.configure { |c| c.lm = DSPy::LM.new(FeatureFlags::SELECTOR_MODEL, structured_outputs: true) }
# predictor.call(query: query)
# end
# end
# =============================================================================
# Environment Variables — .env
# =============================================================================
#
# # Provider API keys (set the ones you need)
# GEMINI_API_KEY=...
# ANTHROPIC_API_KEY=...
# OPENAI_API_KEY=...
#
# # DSPy model configuration
# DSPY_MODEL=ruby_llm/gemini-2.5-flash
# DSPY_SELECTOR_MODEL=ruby_llm/gemini-2.5-flash-lite
# DSPY_SYNTHESIZER_MODEL=ruby_llm/gemini-2.5-flash
# DSPY_REASONING_MODEL=ruby_llm/claude-sonnet-4-20250514
#
# # Langfuse observability (optional)
# LANGFUSE_PUBLIC_KEY=pk-...
# LANGFUSE_SECRET_KEY=sk-...
# DSPY_TELEMETRY_BATCH_SIZE=5
#
# # Test environment
# DSPY_ENABLE_IN_TEST=1 # Set to enable DSPy in test env
# =============================================================================
# Per-Provider Configuration (without RubyLLM)
# =============================================================================
# OpenAI (dspy-openai gem)
# DSPy.configure do |c|
# c.lm = DSPy::LM.new('openai/gpt-4o-mini', api_key: ENV['OPENAI_API_KEY'])
# end
# Anthropic (dspy-anthropic gem)
# DSPy.configure do |c|
# c.lm = DSPy::LM.new('anthropic/claude-sonnet-4-20250514', api_key: ENV['ANTHROPIC_API_KEY'])
# end
# Gemini (dspy-gemini gem)
# DSPy.configure do |c|
# c.lm = DSPy::LM.new('gemini/gemini-2.5-flash', api_key: ENV['GEMINI_API_KEY'])
# end
# Ollama (dspy-openai gem, local models)
# DSPy.configure do |c|
# c.lm = DSPy::LM.new('ollama/llama3.2', base_url: 'http://localhost:11434')
# end
# OpenRouter (dspy-openai gem, 200+ models)
# DSPy.configure do |c|
# c.lm = DSPy::LM.new('openrouter/anthropic/claude-3.5-sonnet',
# api_key: ENV['OPENROUTER_API_KEY'],
# base_url: 'https://openrouter.ai/api/v1')
# end
# =============================================================================
# VCR Test Configuration — spec/support/dspy.rb
# =============================================================================
# VCR.configure do |config|
# config.cassette_library_dir = "spec/vcr_cassettes"
# config.hook_into :webmock
# config.configure_rspec_metadata!
# config.filter_sensitive_data('<GEMINI_API_KEY>') { ENV['GEMINI_API_KEY'] }
# config.filter_sensitive_data('<OPENAI_API_KEY>') { ENV['OPENAI_API_KEY'] }
# config.filter_sensitive_data('<ANTHROPIC_API_KEY>') { ENV['ANTHROPIC_API_KEY'] }
# end
# =============================================================================
# Schema Format Configuration (optional)
# =============================================================================
# BAML schema format — 84% token reduction for Enhanced Prompting mode
# DSPy.configure do |c|
# c.lm = DSPy::LM.new('openai/gpt-4o-mini',
# api_key: ENV['OPENAI_API_KEY'],
# schema_format: :baml # Requires sorbet-baml gem
# )
# end
# TOON schema + data format — table-oriented format
# DSPy.configure do |c|
# c.lm = DSPy::LM.new('openai/gpt-4o-mini',
# api_key: ENV['OPENAI_API_KEY'],
# schema_format: :toon, # How DSPy describes the signature
# data_format: :toon # How inputs/outputs are rendered in prompts
# )
# end
#
# Note: BAML and TOON apply only when structured_outputs: false.
# With structured_outputs: true, the provider receives JSON Schema directly.

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@@ -1,300 +0,0 @@
# frozen_string_literal: true
# =============================================================================
# DSPy.rb Module Template — v0.34.3 API
#
# Modules orchestrate predictors, tools, and business logic.
#
# Key patterns:
# - Use .call() to invoke (not .forward())
# - Access results with result.field (not result[:field])
# - Use DSPy::Tools::Base for tools (not DSPy::Tool)
# - Use lifecycle callbacks (before/around/after) for cross-cutting concerns
# - Use DSPy.with_lm for temporary model overrides
# - Use configure_predictor for fine-grained agent control
# =============================================================================
# --- Basic Module ---
class BasicClassifier < DSPy::Module
def initialize
super
@predictor = DSPy::Predict.new(ClassificationSignature)
end
def forward(text:)
@predictor.call(text: text)
end
end
# Usage:
# classifier = BasicClassifier.new
# result = classifier.call(text: "This is a test")
# result.category # => "technical"
# result.confidence # => 0.95
# --- Module with Chain of Thought ---
class ReasoningClassifier < DSPy::Module
def initialize
super
@predictor = DSPy::ChainOfThought.new(ClassificationSignature)
end
def forward(text:)
result = @predictor.call(text: text)
# ChainOfThought adds result.reasoning automatically
result
end
end
# --- Module with Lifecycle Callbacks ---
class InstrumentedModule < DSPy::Module
before :setup_metrics
around :manage_context
after :log_completion
def initialize
super
@predictor = DSPy::Predict.new(AnalysisSignature)
@start_time = nil
end
def forward(query:)
@predictor.call(query: query)
end
private
# Runs before forward
def setup_metrics
@start_time = Time.now
Rails.logger.info "Starting prediction"
end
# Wraps forward — must call yield
def manage_context
load_user_context
result = yield
save_updated_context(result)
result
end
# Runs after forward completes
def log_completion
duration = Time.now - @start_time
Rails.logger.info "Prediction completed in #{duration}s"
end
def load_user_context = nil
def save_updated_context(_result) = nil
end
# Execution order: before → around (before yield) → forward → around (after yield) → after
# Callbacks are inherited from parent classes and execute in registration order.
# --- Module with Tools ---
class SearchTool < DSPy::Tools::Base
tool_name "search"
tool_description "Search for information by query"
sig { params(query: String, max_results: Integer).returns(T::Array[T::Hash[Symbol, String]]) }
def call(query:, max_results: 5)
# Implementation here
[{ title: "Result 1", url: "https://example.com" }]
end
end
class FinishTool < DSPy::Tools::Base
tool_name "finish"
tool_description "Submit the final answer"
sig { params(answer: String).returns(String) }
def call(answer:)
answer
end
end
class ResearchAgent < DSPy::Module
def initialize
super
tools = [SearchTool.new, FinishTool.new]
@agent = DSPy::ReAct.new(
ResearchSignature,
tools: tools,
max_iterations: 5
)
end
def forward(question:)
@agent.call(question: question)
end
end
# --- Module with Per-Task Model Selection ---
class SmartRouter < DSPy::Module
def initialize
super
@classifier = DSPy::Predict.new(RouteSignature)
@analyzer = DSPy::ChainOfThought.new(AnalysisSignature)
end
def forward(text:)
# Use fast model for classification
DSPy.with_lm(fast_model) do
route = @classifier.call(text: text)
if route.requires_deep_analysis
# Switch to powerful model for analysis
DSPy.with_lm(powerful_model) do
@analyzer.call(text: text)
end
else
route
end
end
end
private
def fast_model
@fast_model ||= DSPy::LM.new(
ENV.fetch("DSPY_SELECTOR_MODEL", "ruby_llm/gemini-2.5-flash-lite"),
structured_outputs: true
)
end
def powerful_model
@powerful_model ||= DSPy::LM.new(
ENV.fetch("DSPY_SYNTHESIZER_MODEL", "ruby_llm/gemini-2.5-flash"),
structured_outputs: true
)
end
end
# --- Module with configure_predictor ---
class ConfiguredAgent < DSPy::Module
def initialize
super
tools = [SearchTool.new, FinishTool.new]
@agent = DSPy::ReAct.new(ResearchSignature, tools: tools)
# Set default model for all internal predictors
@agent.configure { |c| c.lm = DSPy::LM.new('ruby_llm/gemini-2.5-flash', structured_outputs: true) }
# Override specific predictor with a more capable model
@agent.configure_predictor('thought_generator') do |c|
c.lm = DSPy::LM.new('ruby_llm/claude-sonnet-4-20250514', structured_outputs: true)
end
end
def forward(question:)
@agent.call(question: question)
end
end
# Available internal predictors by agent type:
# DSPy::ReAct → thought_generator, observation_processor
# DSPy::CodeAct → code_generator, observation_processor
# DSPy::DeepSearch → seed_predictor, search_predictor, reader_predictor, reason_predictor
# --- Module with Event Subscriptions ---
class TokenTrackingModule < DSPy::Module
subscribe 'lm.tokens', :track_tokens, scope: :descendants
def initialize
super
@predictor = DSPy::Predict.new(AnalysisSignature)
@total_tokens = 0
end
def forward(query:)
@predictor.call(query: query)
end
def track_tokens(_event, attrs)
@total_tokens += attrs.fetch(:total_tokens, 0)
end
def token_usage
@total_tokens
end
end
# Module-scoped subscriptions automatically scope to the module instance and descendants.
# Use scope: :self_only to restrict delivery to the module itself (ignoring children).
# --- Tool That Wraps a Prediction ---
class RerankTool < DSPy::Tools::Base
tool_name "rerank"
tool_description "Score and rank search results by relevance"
MAX_ITEMS = 200
MIN_ITEMS_FOR_LLM = 5
sig { params(query: String, items: T::Array[T::Hash[Symbol, T.untyped]]).returns(T::Hash[Symbol, T.untyped]) }
def call(query:, items: [])
# Short-circuit: skip LLM for small sets
return { scored_items: items, reranked: false } if items.size < MIN_ITEMS_FOR_LLM
# Cap to prevent token overflow
capped_items = items.first(MAX_ITEMS)
predictor = DSPy::Predict.new(RerankSignature)
predictor.configure { |c| c.lm = DSPy::LM.new("ruby_llm/gemini-2.5-flash", structured_outputs: true) }
result = predictor.call(query: query, items: capped_items)
{ scored_items: result.scored_items, reranked: true }
rescue => e
Rails.logger.warn "[RerankTool] LLM rerank failed: #{e.message}"
{ error: "Rerank failed: #{e.message}", scored_items: items, reranked: false }
end
end
# Key patterns for tools wrapping predictions:
# - Short-circuit LLM calls when unnecessary (small data, trivial cases)
# - Cap input size to prevent token overflow
# - Per-tool model selection via configure
# - Graceful error handling with fallback data
# --- Multi-Step Pipeline ---
class AnalysisPipeline < DSPy::Module
def initialize
super
@classifier = DSPy::Predict.new(ClassifySignature)
@analyzer = DSPy::ChainOfThought.new(AnalyzeSignature)
@summarizer = DSPy::Predict.new(SummarizeSignature)
end
def forward(text:)
classification = @classifier.call(text: text)
analysis = @analyzer.call(text: text, category: classification.category)
@summarizer.call(analysis: analysis.reasoning, category: classification.category)
end
end
# --- Observability with Spans ---
class TracedModule < DSPy::Module
def initialize
super
@predictor = DSPy::Predict.new(AnalysisSignature)
end
def forward(query:)
DSPy::Context.with_span(
operation: "traced_module.analyze",
"dspy.module" => self.class.name,
"query.length" => query.length.to_s
) do
@predictor.call(query: query)
end
end
end

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@@ -1,221 +0,0 @@
# frozen_string_literal: true
# =============================================================================
# DSPy.rb Signature Template — v0.34.3 API
#
# Signatures define the interface between your application and LLMs.
# They specify inputs, outputs, and task descriptions using Sorbet types.
#
# Key patterns:
# - Use T::Enum classes for controlled outputs (not inline T.enum([...]))
# - Use description: kwarg on fields to guide the LLM
# - Use default values for optional fields
# - Use Date/DateTime/Time for temporal data (auto-converted)
# - Access results with result.field (not result[:field])
# - Invoke with predictor.call() (not predictor.forward())
# =============================================================================
# --- Basic Signature ---
class SentimentAnalysis < DSPy::Signature
description "Analyze sentiment of text"
class Sentiment < T::Enum
enums do
Positive = new('positive')
Negative = new('negative')
Neutral = new('neutral')
end
end
input do
const :text, String
end
output do
const :sentiment, Sentiment
const :score, Float, description: "Confidence score from 0.0 to 1.0"
end
end
# Usage:
# predictor = DSPy::Predict.new(SentimentAnalysis)
# result = predictor.call(text: "This product is amazing!")
# result.sentiment # => Sentiment::Positive
# result.score # => 0.92
# --- Signature with Date/Time Types ---
class EventScheduler < DSPy::Signature
description "Schedule events based on requirements"
input do
const :event_name, String
const :start_date, Date # ISO 8601: YYYY-MM-DD
const :end_date, T.nilable(Date) # Optional date
const :preferred_time, DateTime # ISO 8601 with timezone
const :deadline, Time # Stored as UTC
end
output do
const :scheduled_date, Date # LLM returns ISO string, auto-converted
const :event_datetime, DateTime # Preserves timezone
const :created_at, Time # Converted to UTC
end
end
# Date/Time format handling:
# Date → ISO 8601 (YYYY-MM-DD)
# DateTime → ISO 8601 with timezone (YYYY-MM-DDTHH:MM:SS+00:00)
# Time → ISO 8601, automatically converted to UTC
# --- Signature with Default Values ---
class SmartSearch < DSPy::Signature
description "Search with intelligent defaults"
input do
const :query, String
const :max_results, Integer, default: 10
const :language, String, default: "English"
const :include_metadata, T::Boolean, default: false
end
output do
const :results, T::Array[String]
const :total_found, Integer
const :search_time_ms, Float, default: 0.0 # Fallback if LLM omits
const :cached, T::Boolean, default: false
end
end
# Input defaults reduce boilerplate:
# search = DSPy::Predict.new(SmartSearch)
# result = search.call(query: "Ruby programming")
# # max_results=10, language="English", include_metadata=false are applied
# --- Signature with Nested Structs and Field Descriptions ---
class EntityExtraction < DSPy::Signature
description "Extract named entities from text"
class EntityType < T::Enum
enums do
Person = new('person')
Organization = new('organization')
Location = new('location')
DateEntity = new('date')
end
end
class Entity < T::Struct
const :name, String, description: "The entity text as it appears in the source"
const :type, EntityType
const :confidence, Float, description: "Extraction confidence from 0.0 to 1.0"
const :start_offset, Integer, default: 0
end
input do
const :text, String
const :entity_types, T::Array[EntityType], default: [],
description: "Filter to these entity types; empty means all types"
end
output do
const :entities, T::Array[Entity]
const :total_found, Integer
end
end
# --- Signature with Union Types ---
class FlexibleClassification < DSPy::Signature
description "Classify input with flexible result type"
class Category < T::Enum
enums do
Technical = new('technical')
Business = new('business')
Personal = new('personal')
end
end
input do
const :text, String
end
output do
const :category, Category
const :result, T.any(Float, String),
description: "Numeric score or text explanation depending on classification"
const :confidence, Float
end
end
# --- Signature with Recursive Types ---
class DocumentParser < DSPy::Signature
description "Parse document into tree structure"
class NodeType < T::Enum
enums do
Heading = new('heading')
Paragraph = new('paragraph')
List = new('list')
CodeBlock = new('code_block')
end
end
class TreeNode < T::Struct
const :node_type, NodeType, description: "The type of document element"
const :text, String, default: "", description: "Text content of the node"
const :level, Integer, default: 0
const :children, T::Array[TreeNode], default: [] # Self-reference → $defs in JSON Schema
end
input do
const :html, String, description: "Raw HTML to parse"
end
output do
const :root, TreeNode
const :word_count, Integer
end
end
# The schema generator creates #/$defs/TreeNode references for recursive types,
# compatible with OpenAI and Gemini structured outputs.
# Use `default: []` instead of `T.nilable(T::Array[...])` for OpenAI compatibility.
# --- Vision Signature ---
class ImageAnalysis < DSPy::Signature
description "Analyze an image and answer questions about its content"
input do
const :image, DSPy::Image, description: "The image to analyze"
const :question, String, description: "Question about the image content"
end
output do
const :answer, String
const :confidence, Float, description: "Confidence in the answer (0.0-1.0)"
end
end
# Vision usage:
# predictor = DSPy::Predict.new(ImageAnalysis)
# result = predictor.call(
# image: DSPy::Image.from_file("path/to/image.jpg"),
# question: "What objects are visible?"
# )
# result.answer # => "The image shows..."
# --- Accessing Schemas Programmatically ---
#
# SentimentAnalysis.input_json_schema # => { type: "object", properties: { ... } }
# SentimentAnalysis.output_json_schema # => { type: "object", properties: { ... } }
#
# # Field descriptions propagate to JSON Schema
# Entity.field_descriptions[:name] # => "The entity text as it appears in the source"
# Entity.field_descriptions[:confidence] # => "Extraction confidence from 0.0 to 1.0"

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@@ -1,674 +0,0 @@
# DSPy.rb Core Concepts
## Signatures
Signatures define the interface between application code and language models. They specify inputs, outputs, and a task description using Sorbet types for compile-time and runtime type safety.
### Structure
```ruby
class ClassifyEmail < DSPy::Signature
description "Classify customer support emails by urgency and category"
input do
const :subject, String
const :body, String
end
output do
const :category, String
const :urgency, String
end
end
```
### Supported Types
| Type | JSON Schema | Notes |
|------|-------------|-------|
| `String` | `string` | Required string |
| `Integer` | `integer` | Whole numbers |
| `Float` | `number` | Decimal numbers |
| `T::Boolean` | `boolean` | true/false |
| `T::Array[X]` | `array` | Typed arrays |
| `T::Hash[K, V]` | `object` | Typed key-value maps |
| `T.nilable(X)` | nullable | Optional fields |
| `Date` | `string` (ISO 8601) | Auto-converted |
| `DateTime` | `string` (ISO 8601) | Preserves timezone |
| `Time` | `string` (ISO 8601) | Converted to UTC |
### Date and Time Types
Date, DateTime, and Time fields serialize to ISO 8601 strings and auto-convert back to Ruby objects on output.
```ruby
class EventScheduler < DSPy::Signature
description "Schedule events based on requirements"
input do
const :start_date, Date # ISO 8601: YYYY-MM-DD
const :preferred_time, DateTime # ISO 8601 with timezone
const :deadline, Time # Converted to UTC
const :end_date, T.nilable(Date) # Optional date
end
output do
const :scheduled_date, Date # String from LLM, auto-converted to Date
const :event_datetime, DateTime # Preserves timezone info
const :created_at, Time # Converted to UTC
end
end
predictor = DSPy::Predict.new(EventScheduler)
result = predictor.call(
start_date: "2024-01-15",
preferred_time: "2024-01-15T10:30:45Z",
deadline: Time.now,
end_date: nil
)
result.scheduled_date.class # => Date
result.event_datetime.class # => DateTime
```
Timezone conventions follow ActiveRecord: Time objects convert to UTC, DateTime objects preserve timezone, Date objects are timezone-agnostic.
### Enums with T::Enum
Define constrained output values using `T::Enum` classes. Do not use inline `T.enum([...])` syntax.
```ruby
class SentimentAnalysis < DSPy::Signature
description "Analyze sentiment of text"
class Sentiment < T::Enum
enums do
Positive = new('positive')
Negative = new('negative')
Neutral = new('neutral')
end
end
input do
const :text, String
end
output do
const :sentiment, Sentiment
const :confidence, Float
end
end
predictor = DSPy::Predict.new(SentimentAnalysis)
result = predictor.call(text: "This product is amazing!")
result.sentiment # => #<Sentiment::Positive>
result.sentiment.serialize # => "positive"
result.confidence # => 0.92
```
Enum matching is case-insensitive. The LLM returning `"POSITIVE"` matches `new('positive')`.
### Default Values
Default values work on both inputs and outputs. Input defaults reduce caller boilerplate. Output defaults provide fallbacks when the LLM omits optional fields.
```ruby
class SmartSearch < DSPy::Signature
description "Search with intelligent defaults"
input do
const :query, String
const :max_results, Integer, default: 10
const :language, String, default: "English"
end
output do
const :results, T::Array[String]
const :total_found, Integer
const :cached, T::Boolean, default: false
end
end
search = DSPy::Predict.new(SmartSearch)
result = search.call(query: "Ruby programming")
# max_results defaults to 10, language defaults to "English"
# If LLM omits `cached`, it defaults to false
```
### Field Descriptions
Add `description:` to any field to guide the LLM on expected content. These descriptions appear in the generated JSON schema sent to the model.
```ruby
class ASTNode < T::Struct
const :node_type, String, description: "The type of AST node (heading, paragraph, code_block)"
const :text, String, default: "", description: "Text content of the node"
const :level, Integer, default: 0, description: "Heading level 1-6, only for heading nodes"
const :children, T::Array[ASTNode], default: []
end
ASTNode.field_descriptions[:node_type] # => "The type of AST node ..."
ASTNode.field_descriptions[:children] # => nil (no description set)
```
Field descriptions also work inside signature `input` and `output` blocks:
```ruby
class ExtractEntities < DSPy::Signature
description "Extract named entities from text"
input do
const :text, String, description: "Raw text to analyze"
const :language, String, default: "en", description: "ISO 639-1 language code"
end
output do
const :entities, T::Array[String], description: "List of extracted entity names"
const :count, Integer, description: "Total number of unique entities found"
end
end
```
### Schema Formats
DSPy.rb supports three schema formats for communicating type structure to LLMs.
#### JSON Schema (default)
Verbose but universally supported. Access via `YourSignature.output_json_schema`.
#### BAML Schema
Compact format that reduces schema tokens by 80-85%. Requires the `sorbet-baml` gem.
```ruby
DSPy.configure do |c|
c.lm = DSPy::LM.new('openai/gpt-4o-mini',
api_key: ENV['OPENAI_API_KEY'],
schema_format: :baml
)
end
```
BAML applies only in Enhanced Prompting mode (`structured_outputs: false`). When `structured_outputs: true`, the provider receives JSON Schema directly.
#### TOON Schema + Data Format
Table-oriented text format that shrinks both schema definitions and prompt values.
```ruby
DSPy.configure do |c|
c.lm = DSPy::LM.new('openai/gpt-4o-mini',
api_key: ENV['OPENAI_API_KEY'],
schema_format: :toon,
data_format: :toon
)
end
```
`schema_format: :toon` replaces the schema block in the system prompt. `data_format: :toon` renders input values and output templates inside `toon` fences. Only works with Enhanced Prompting mode. The `sorbet-toon` gem is included automatically as a dependency.
### Recursive Types
Structs that reference themselves produce `$defs` entries in the generated JSON schema, using `$ref` pointers to avoid infinite recursion.
```ruby
class ASTNode < T::Struct
const :node_type, String
const :text, String, default: ""
const :children, T::Array[ASTNode], default: []
end
```
The schema generator detects the self-reference in `T::Array[ASTNode]` and emits:
```json
{
"$defs": {
"ASTNode": { "type": "object", "properties": { ... } }
},
"properties": {
"children": {
"type": "array",
"items": { "$ref": "#/$defs/ASTNode" }
}
}
}
```
Access the schema with accumulated definitions via `YourSignature.output_json_schema_with_defs`.
### Union Types with T.any()
Specify fields that accept multiple types:
```ruby
output do
const :result, T.any(Float, String)
end
```
For struct unions, DSPy.rb automatically adds a `_type` discriminator field to each struct's JSON schema. The LLM returns `_type` in its response, and DSPy converts the hash to the correct struct instance.
```ruby
class CreateTask < T::Struct
const :title, String
const :priority, String
end
class DeleteTask < T::Struct
const :task_id, String
const :reason, T.nilable(String)
end
class TaskRouter < DSPy::Signature
description "Route user request to the appropriate task action"
input do
const :request, String
end
output do
const :action, T.any(CreateTask, DeleteTask)
end
end
result = DSPy::Predict.new(TaskRouter).call(request: "Create a task for Q4 review")
result.action.class # => CreateTask
result.action.title # => "Q4 Review"
```
Pattern matching works on the result:
```ruby
case result.action
when CreateTask then puts "Creating: #{result.action.title}"
when DeleteTask then puts "Deleting: #{result.action.task_id}"
end
```
Union types also work inside arrays for heterogeneous collections:
```ruby
output do
const :events, T::Array[T.any(LoginEvent, PurchaseEvent)]
end
```
Limit unions to 2-4 types for reliable LLM comprehension. Use clear struct names since they become the `_type` discriminator values.
---
## Modules
Modules are composable building blocks that wrap predictors. Define a `forward` method; invoke the module with `.call()`.
### Basic Structure
```ruby
class SentimentAnalyzer < DSPy::Module
def initialize
super
@predictor = DSPy::Predict.new(SentimentSignature)
end
def forward(text:)
@predictor.call(text: text)
end
end
analyzer = SentimentAnalyzer.new
result = analyzer.call(text: "I love this product!")
result.sentiment # => "positive"
result.confidence # => 0.9
```
**API rules:**
- Invoke modules and predictors with `.call()`, not `.forward()`.
- Access result fields with `result.field`, not `result[:field]`.
### Module Composition
Combine multiple modules through explicit method calls in `forward`:
```ruby
class DocumentProcessor < DSPy::Module
def initialize
super
@classifier = DocumentClassifier.new
@summarizer = DocumentSummarizer.new
end
def forward(document:)
classification = @classifier.call(content: document)
summary = @summarizer.call(content: document)
{
document_type: classification.document_type,
summary: summary.summary
}
end
end
```
### Lifecycle Callbacks
Modules support `before`, `after`, and `around` callbacks on `forward`. Declare them as class-level macros referencing private methods.
#### Execution order
1. `before` callbacks (in registration order)
2. `around` callbacks (before `yield`)
3. `forward` method
4. `around` callbacks (after `yield`)
5. `after` callbacks (in registration order)
```ruby
class InstrumentedModule < DSPy::Module
before :setup_metrics
after :log_metrics
around :manage_context
def initialize
super
@predictor = DSPy::Predict.new(MySignature)
@metrics = {}
end
def forward(question:)
@predictor.call(question: question)
end
private
def setup_metrics
@metrics[:start_time] = Time.now
end
def manage_context
load_context
result = yield
save_context
result
end
def log_metrics
@metrics[:duration] = Time.now - @metrics[:start_time]
end
end
```
Multiple callbacks of the same type execute in registration order. Callbacks inherit from parent classes; parent callbacks run first.
#### Around callbacks
Around callbacks must call `yield` to execute the wrapped method and return the result:
```ruby
def with_retry
retries = 0
begin
yield
rescue StandardError => e
retries += 1
retry if retries < 3
raise e
end
end
```
### Instruction Update Contract
Teleprompters (GEPA, MIPROv2) require modules to expose immutable update hooks. Include `DSPy::Mixins::InstructionUpdatable` and implement `with_instruction` and `with_examples`, each returning a new instance:
```ruby
class SentimentPredictor < DSPy::Module
include DSPy::Mixins::InstructionUpdatable
def initialize
super
@predictor = DSPy::Predict.new(SentimentSignature)
end
def with_instruction(instruction)
clone = self.class.new
clone.instance_variable_set(:@predictor, @predictor.with_instruction(instruction))
clone
end
def with_examples(examples)
clone = self.class.new
clone.instance_variable_set(:@predictor, @predictor.with_examples(examples))
clone
end
end
```
If a module omits these hooks, teleprompters raise `DSPy::InstructionUpdateError` instead of silently mutating state.
---
## Predictors
Predictors are execution engines that take a signature and produce structured results from a language model. DSPy.rb provides four predictor types.
### Predict
Direct LLM call with typed input/output. Fastest option, lowest token usage.
```ruby
classifier = DSPy::Predict.new(ClassifyText)
result = classifier.call(text: "Technical document about APIs")
result.sentiment # => #<Sentiment::Positive>
result.topics # => ["APIs", "technical"]
result.confidence # => 0.92
```
### ChainOfThought
Adds a `reasoning` field to the output automatically. The model generates step-by-step reasoning before the final answer. Do not define a `:reasoning` field in the signature output when using ChainOfThought.
```ruby
class SolveMathProblem < DSPy::Signature
description "Solve mathematical word problems step by step"
input do
const :problem, String
end
output do
const :answer, String
# :reasoning is added automatically by ChainOfThought
end
end
solver = DSPy::ChainOfThought.new(SolveMathProblem)
result = solver.call(problem: "Sarah has 15 apples. She gives 7 away and buys 12 more.")
result.reasoning # => "Step by step: 15 - 7 = 8, then 8 + 12 = 20"
result.answer # => "20 apples"
```
Use ChainOfThought for complex analysis, multi-step reasoning, or when explainability matters.
### ReAct
Reasoning + Action agent that uses tools in an iterative loop. Define tools by subclassing `DSPy::Tools::Base`. Group related tools with `DSPy::Tools::Toolset`.
```ruby
class WeatherTool < DSPy::Tools::Base
extend T::Sig
tool_name "weather"
tool_description "Get weather information for a location"
sig { params(location: String).returns(String) }
def call(location:)
{ location: location, temperature: 72, condition: "sunny" }.to_json
end
end
class TravelSignature < DSPy::Signature
description "Help users plan travel"
input do
const :destination, String
end
output do
const :recommendations, String
end
end
agent = DSPy::ReAct.new(
TravelSignature,
tools: [WeatherTool.new],
max_iterations: 5
)
result = agent.call(destination: "Tokyo, Japan")
result.recommendations # => "Visit Senso-ji Temple early morning..."
result.history # => Array of reasoning steps, actions, observations
result.iterations # => 3
result.tools_used # => ["weather"]
```
Use toolsets to expose multiple tool methods from a single class:
```ruby
text_tools = DSPy::Tools::TextProcessingToolset.to_tools
agent = DSPy::ReAct.new(MySignature, tools: text_tools)
```
### CodeAct
Think-Code-Observe agent that synthesizes and executes Ruby code. Ships as a separate gem.
```ruby
# Gemfile
gem 'dspy-code_act', '~> 0.29'
```
```ruby
programmer = DSPy::CodeAct.new(ProgrammingSignature, max_iterations: 10)
result = programmer.call(task: "Calculate the factorial of 20")
```
### Predictor Comparison
| Predictor | Speed | Token Usage | Best For |
|-----------|-------|-------------|----------|
| Predict | Fastest | Low | Classification, extraction |
| ChainOfThought | Moderate | Medium-High | Complex reasoning, analysis |
| ReAct | Slower | High | Multi-step tasks with tools |
| CodeAct | Slowest | Very High | Dynamic programming, calculations |
### Concurrent Predictions
Process multiple independent predictions simultaneously using `Async::Barrier`:
```ruby
require 'async'
require 'async/barrier'
analyzer = DSPy::Predict.new(ContentAnalyzer)
documents = ["Text one", "Text two", "Text three"]
Async do
barrier = Async::Barrier.new
tasks = documents.map do |doc|
barrier.async { analyzer.call(content: doc) }
end
barrier.wait
predictions = tasks.map(&:wait)
predictions.each { |p| puts p.sentiment }
end
```
Add `gem 'async', '~> 2.29'` to the Gemfile. Handle errors within each `barrier.async` block to prevent one failure from cancelling others:
```ruby
barrier.async do
begin
analyzer.call(content: doc)
rescue StandardError => e
nil
end
end
```
### Few-Shot Examples and Instruction Tuning
```ruby
classifier = DSPy::Predict.new(SentimentAnalysis)
examples = [
DSPy::FewShotExample.new(
input: { text: "Love it!" },
output: { sentiment: "positive", confidence: 0.95 }
)
]
optimized = classifier.with_examples(examples)
tuned = classifier.with_instruction("Be precise and confident.")
```
---
## Type System
### Automatic Type Conversion
DSPy.rb v0.9.0+ automatically converts LLM JSON responses to typed Ruby objects:
- **Enums**: String values become `T::Enum` instances (case-insensitive)
- **Structs**: Nested hashes become `T::Struct` objects
- **Arrays**: Elements convert recursively
- **Defaults**: Missing fields use declared defaults
### Discriminators for Union Types
When a field uses `T.any()` with struct types, DSPy adds a `_type` field to each struct's schema. On deserialization, `_type` selects the correct struct class:
```json
{
"action": {
"_type": "CreateTask",
"title": "Review Q4 Report"
}
}
```
DSPy matches `"CreateTask"` against the union members and instantiates the correct struct. No manual discriminator field is needed.
### Recursive Types
Structs referencing themselves are supported. The schema generator tracks visited types and produces `$ref` pointers under `$defs`:
```ruby
class TreeNode < T::Struct
const :label, String
const :children, T::Array[TreeNode], default: []
end
```
The generated schema uses `"$ref": "#/$defs/TreeNode"` for the children array items, preventing infinite schema expansion.
### Nesting Depth
- 1-2 levels: reliable across all providers.
- 3-4 levels: works but increases schema complexity.
- 5+ levels: may trigger OpenAI depth validation warnings and reduce LLM accuracy. Flatten deeply nested structures or split into multiple signatures.
### Tips
- Prefer `T::Array[X], default: []` over `T.nilable(T::Array[X])` -- the nilable form causes schema issues with OpenAI structured outputs.
- Use clear struct names for union types since they become `_type` discriminator values.
- Limit union types to 2-4 members for reliable model comprehension.
- Check schema compatibility with `DSPy::OpenAI::LM::SchemaConverter.validate_compatibility(schema)`.

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@@ -1,366 +0,0 @@
# DSPy.rb Observability
DSPy.rb provides an event-driven observability system built on OpenTelemetry. The system replaces monkey-patching with structured event emission, pluggable listeners, automatic span creation, and non-blocking Langfuse export.
## Event System
### Emitting Events
Emit structured events with `DSPy.event`:
```ruby
DSPy.event('lm.tokens', {
'gen_ai.system' => 'openai',
'gen_ai.request.model' => 'gpt-4',
input_tokens: 150,
output_tokens: 50,
total_tokens: 200
})
```
Event names are **strings** with dot-separated namespaces (e.g., `'llm.generate'`, `'react.iteration_complete'`, `'chain_of_thought.reasoning_complete'`). Do not use symbols for event names.
Attributes must be JSON-serializable. DSPy automatically merges context (trace ID, module stack) and creates OpenTelemetry spans.
### Global Subscriptions
Subscribe to events across the entire application with `DSPy.events.subscribe`:
```ruby
# Exact event name
subscription_id = DSPy.events.subscribe('lm.tokens') do |event_name, attrs|
puts "Tokens used: #{attrs[:total_tokens]}"
end
# Wildcard pattern -- matches llm.generate, llm.stream, etc.
DSPy.events.subscribe('llm.*') do |event_name, attrs|
track_llm_usage(attrs)
end
# Catch-all wildcard
DSPy.events.subscribe('*') do |event_name, attrs|
log_everything(event_name, attrs)
end
```
Use global subscriptions for cross-cutting concerns: observability exporters (Langfuse, Datadog), centralized logging, metrics collection.
### Module-Scoped Subscriptions
Declare listeners inside a `DSPy::Module` subclass. Subscriptions automatically scope to the module instance and its descendants:
```ruby
class ResearchReport < DSPy::Module
subscribe 'lm.tokens', :track_tokens, scope: :descendants
def initialize
super
@outliner = DSPy::Predict.new(OutlineSignature)
@writer = DSPy::Predict.new(SectionWriterSignature)
@token_count = 0
end
def forward(question:)
outline = @outliner.call(question: question)
outline.sections.map do |title|
draft = @writer.call(question: question, section_title: title)
{ title: title, body: draft.paragraph }
end
end
def track_tokens(_event, attrs)
@token_count += attrs.fetch(:total_tokens, 0)
end
end
```
The `scope:` parameter accepts:
- `:descendants` (default) -- receives events from the module **and** every nested module invoked inside it.
- `DSPy::Module::SubcriptionScope::SelfOnly` -- restricts delivery to events emitted by the module instance itself; ignores descendants.
Inspect active subscriptions with `registered_module_subscriptions`. Tear down with `unsubscribe_module_events`.
### Unsubscribe and Cleanup
Remove a global listener by subscription ID:
```ruby
id = DSPy.events.subscribe('llm.*') { |name, attrs| }
DSPy.events.unsubscribe(id)
```
Build tracker classes that manage their own subscription lifecycle:
```ruby
class TokenBudgetTracker
def initialize(budget:)
@budget = budget
@usage = 0
@subscriptions = []
@subscriptions << DSPy.events.subscribe('lm.tokens') do |_event, attrs|
@usage += attrs.fetch(:total_tokens, 0)
warn("Budget hit") if @usage >= @budget
end
end
def unsubscribe
@subscriptions.each { |id| DSPy.events.unsubscribe(id) }
@subscriptions.clear
end
end
```
### Clearing Listeners in Tests
Call `DSPy.events.clear_listeners` in `before`/`after` blocks to prevent cross-contamination between test cases:
```ruby
RSpec.configure do |config|
config.after(:each) { DSPy.events.clear_listeners }
end
```
## dspy-o11y Gems
Three gems compose the observability stack:
| Gem | Purpose |
|---|---|
| `dspy` | Core event bus (`DSPy.event`, `DSPy.events`) -- always available |
| `dspy-o11y` | OpenTelemetry spans, `AsyncSpanProcessor`, `DSPy::Context.with_span` helpers |
| `dspy-o11y-langfuse` | Langfuse adapter -- configures OTLP exporter targeting Langfuse endpoints |
### Installation
```ruby
# Gemfile
gem 'dspy'
gem 'dspy-o11y' # core spans + helpers
gem 'dspy-o11y-langfuse' # Langfuse/OpenTelemetry adapter (optional)
```
If the optional gems are absent, DSPy falls back to logging-only mode with no errors.
## Langfuse Integration
### Environment Variables
```bash
# Required
export LANGFUSE_PUBLIC_KEY=pk-lf-your-public-key
export LANGFUSE_SECRET_KEY=sk-lf-your-secret-key
# Optional (defaults to https://cloud.langfuse.com)
export LANGFUSE_HOST=https://us.cloud.langfuse.com
# Tuning (optional)
export DSPY_TELEMETRY_BATCH_SIZE=100 # spans per export batch (default 100)
export DSPY_TELEMETRY_QUEUE_SIZE=1000 # max queued spans (default 1000)
export DSPY_TELEMETRY_EXPORT_INTERVAL=60 # seconds between timed exports (default 60)
export DSPY_TELEMETRY_SHUTDOWN_TIMEOUT=10 # seconds to drain on shutdown (default 10)
```
### Automatic Configuration
Call `DSPy::Observability.configure!` once at boot (it is already called automatically when `require 'dspy'` runs and Langfuse env vars are present):
```ruby
require 'dspy'
# If LANGFUSE_PUBLIC_KEY and LANGFUSE_SECRET_KEY are set,
# DSPy::Observability.configure! runs automatically and:
# 1. Configures the OpenTelemetry SDK with an OTLP exporter
# 2. Creates dual output: structured logs AND OpenTelemetry spans
# 3. Exports spans to Langfuse using proper authentication
# 4. Falls back gracefully if gems are missing
```
Verify status with `DSPy::Observability.enabled?`.
### Automatic Tracing
With observability enabled, every `DSPy::Module#forward` call, LM request, and tool invocation creates properly nested spans. Langfuse receives hierarchical traces:
```
Trace: abc-123-def
+-- ChainOfThought.forward [2000ms] (observation type: chain)
+-- llm.generate [1000ms] (observation type: generation)
Model: gpt-4-0613
Tokens: 100 in / 50 out / 150 total
```
DSPy maps module classes to Langfuse observation types automatically via `DSPy::ObservationType.for_module_class`:
| Module | Observation Type |
|---|---|
| `DSPy::LM` (raw chat) | `generation` |
| `DSPy::ChainOfThought` | `chain` |
| `DSPy::ReAct` | `agent` |
| Tool invocations | `tool` |
| Memory/retrieval | `retriever` |
| Embedding engines | `embedding` |
| Evaluation modules | `evaluator` |
| Generic operations | `span` |
## Score Reporting
### DSPy.score API
Report evaluation scores with `DSPy.score`:
```ruby
# Numeric (default)
DSPy.score('accuracy', 0.95)
# With comment
DSPy.score('relevance', 0.87, comment: 'High semantic similarity')
# Boolean
DSPy.score('is_valid', 1, data_type: DSPy::Scores::DataType::Boolean)
# Categorical
DSPy.score('sentiment', 'positive', data_type: DSPy::Scores::DataType::Categorical)
# Explicit trace binding
DSPy.score('accuracy', 0.95, trace_id: 'custom-trace-id')
```
Available data types: `DSPy::Scores::DataType::Numeric`, `::Boolean`, `::Categorical`.
### score.create Events
Every `DSPy.score` call emits a `'score.create'` event. Subscribe to react:
```ruby
DSPy.events.subscribe('score.create') do |event_name, attrs|
puts "#{attrs[:score_name]} = #{attrs[:score_value]}"
# Also available: attrs[:score_id], attrs[:score_data_type],
# attrs[:score_comment], attrs[:trace_id], attrs[:observation_id],
# attrs[:timestamp]
end
```
### Async Langfuse Export with DSPy::Scores::Exporter
Configure the exporter to send scores to Langfuse in the background:
```ruby
exporter = DSPy::Scores::Exporter.configure(
public_key: ENV['LANGFUSE_PUBLIC_KEY'],
secret_key: ENV['LANGFUSE_SECRET_KEY'],
host: 'https://cloud.langfuse.com'
)
# Scores are now exported automatically via a background Thread::Queue
DSPy.score('accuracy', 0.95)
# Shut down gracefully (waits up to 5 seconds by default)
exporter.shutdown
```
The exporter subscribes to `'score.create'` events internally, queues them for async processing, and retries with exponential backoff on failure.
### Automatic Export with DSPy::Evals
Pass `export_scores: true` to `DSPy::Evals` to export per-example scores and an aggregate batch score automatically:
```ruby
evaluator = DSPy::Evals.new(
program,
metric: my_metric,
export_scores: true,
score_name: 'qa_accuracy'
)
result = evaluator.evaluate(test_examples)
```
## DSPy::Context.with_span
Create manual spans for custom operations. Requires `dspy-o11y`.
```ruby
DSPy::Context.with_span(operation: 'custom.retrieval', 'retrieval.source' => 'pinecone') do |span|
results = pinecone_client.query(embedding)
span&.set_attribute('retrieval.count', results.size) if span
results
end
```
Pass semantic attributes as keyword arguments alongside `operation:`. The block receives an OpenTelemetry span object (or `nil` when observability is disabled). The span automatically nests under the current parent span and records `duration.ms`, `langfuse.observation.startTime`, and `langfuse.observation.endTime`.
Assign a Langfuse observation type to custom spans:
```ruby
DSPy::Context.with_span(
operation: 'evaluate.batch',
**DSPy::ObservationType::Evaluator.langfuse_attributes,
'batch.size' => examples.length
) do |span|
run_evaluation(examples)
end
```
Scores reported inside a `with_span` block automatically inherit the current trace context.
## Module Stack Metadata
When `DSPy::Module#forward` runs, the context layer maintains a module stack. Every event includes:
```ruby
{
module_path: [
{ id: "root_uuid", class: "DeepSearch", label: nil },
{ id: "planner_uuid", class: "DSPy::Predict", label: "planner" }
],
module_root: { id: "root_uuid", class: "DeepSearch", label: nil },
module_leaf: { id: "planner_uuid", class: "DSPy::Predict", label: "planner" },
module_scope: {
ancestry_token: "root_uuid>planner_uuid",
depth: 2
}
}
```
| Key | Meaning |
|---|---|
| `module_path` | Ordered array of `{id, class, label}` entries from root to leaf |
| `module_root` | The outermost module in the current call chain |
| `module_leaf` | The innermost (currently executing) module |
| `module_scope.ancestry_token` | Stable string of joined UUIDs representing the nesting path |
| `module_scope.depth` | Integer depth of the current module in the stack |
Labels are set via `module_scope_label=` on a module instance or derived automatically from named predictors. Use this metadata to power Langfuse filters, scoped metrics, or custom event routing.
## Dedicated Export Worker
The `DSPy::Observability::AsyncSpanProcessor` (from `dspy-o11y`) keeps telemetry export off the hot path:
- Runs on a `Concurrent::SingleThreadExecutor` -- LLM workflows never compete with OTLP networking.
- Buffers finished spans in a `Thread::Queue` (max size configurable via `DSPY_TELEMETRY_QUEUE_SIZE`).
- Drains spans in batches of `DSPY_TELEMETRY_BATCH_SIZE` (default 100). When the queue reaches batch size, an immediate async export fires.
- A background timer thread triggers periodic export every `DSPY_TELEMETRY_EXPORT_INTERVAL` seconds (default 60).
- Applies exponential backoff (`0.1 * 2^attempt` seconds) on export failures, up to `DEFAULT_MAX_RETRIES` (3).
- On shutdown, flushes all remaining spans within `DSPY_TELEMETRY_SHUTDOWN_TIMEOUT` seconds, then terminates the executor.
- Drops the oldest span when the queue is full, logging `'observability.span_dropped'`.
No application code interacts with the processor directly. Configure it entirely through environment variables.
## Built-in Events Reference
| Event Name | Emitted By | Key Attributes |
|---|---|---|
| `lm.tokens` | `DSPy::LM` | `gen_ai.system`, `gen_ai.request.model`, `input_tokens`, `output_tokens`, `total_tokens` |
| `chain_of_thought.reasoning_complete` | `DSPy::ChainOfThought` | `dspy.signature`, `cot.reasoning_steps`, `cot.reasoning_length`, `cot.has_reasoning` |
| `react.iteration_complete` | `DSPy::ReAct` | `iteration`, `thought`, `action`, `observation` |
| `codeact.iteration_complete` | `dspy-code_act` gem | `iteration`, `code_executed`, `execution_result` |
| `optimization.trial_complete` | Teleprompters (MIPROv2) | `trial_number`, `score` |
| `score.create` | `DSPy.score` | `score_name`, `score_value`, `score_data_type`, `trace_id` |
| `span.start` | `DSPy::Context.with_span` | `trace_id`, `span_id`, `parent_span_id`, `operation` |
## Best Practices
- Use dot-separated string names for events. Follow OpenTelemetry `gen_ai.*` conventions for LLM attributes.
- Always call `unsubscribe` (or `unsubscribe_module_events` for scoped subscriptions) when a tracker is no longer needed to prevent memory leaks.
- Call `DSPy.events.clear_listeners` in test teardown to avoid cross-contamination.
- Wrap risky listener logic in a rescue block. The event system isolates listener failures, but explicit rescue prevents silent swallowing of domain errors.
- Prefer module-scoped `subscribe` for agent internals. Reserve global `DSPy.events.subscribe` for infrastructure-level concerns.

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@@ -1,603 +0,0 @@
# DSPy.rb Optimization
## MIPROv2
MIPROv2 (Multi-prompt Instruction Proposal with Retrieval Optimization) is the primary instruction tuner in DSPy.rb. It proposes new instructions and few-shot demonstrations per predictor, evaluates them on mini-batches, and retains candidates that improve the metric. It ships as a separate gem to keep the Gaussian Process dependency tree out of apps that do not need it.
### Installation
```ruby
# Gemfile
gem "dspy"
gem "dspy-miprov2"
```
Bundler auto-requires `dspy/miprov2`. No additional `require` statement is needed.
### AutoMode presets
Use `DSPy::Teleprompt::MIPROv2::AutoMode` for preconfigured optimizers:
```ruby
light = DSPy::Teleprompt::MIPROv2::AutoMode.light(metric: metric) # 6 trials, greedy
medium = DSPy::Teleprompt::MIPROv2::AutoMode.medium(metric: metric) # 12 trials, adaptive
heavy = DSPy::Teleprompt::MIPROv2::AutoMode.heavy(metric: metric) # 18 trials, Bayesian
```
| Preset | Trials | Strategy | Use case |
|----------|--------|------------|-----------------------------------------------------|
| `light` | 6 | `:greedy` | Quick wins on small datasets or during prototyping. |
| `medium` | 12 | `:adaptive`| Balanced exploration vs. runtime for most pilots. |
| `heavy` | 18 | `:bayesian`| Highest accuracy targets or multi-stage programs. |
### Manual configuration with dry-configurable
`DSPy::Teleprompt::MIPROv2` includes `Dry::Configurable`. Configure at the class level (defaults for all instances) or instance level (overrides class defaults).
**Class-level defaults:**
```ruby
DSPy::Teleprompt::MIPROv2.configure do |config|
config.optimization_strategy = :bayesian
config.num_trials = 30
config.bootstrap_sets = 10
end
```
**Instance-level overrides:**
```ruby
optimizer = DSPy::Teleprompt::MIPROv2.new(metric: metric)
optimizer.configure do |config|
config.num_trials = 15
config.num_instruction_candidates = 6
config.bootstrap_sets = 5
config.max_bootstrapped_examples = 4
config.max_labeled_examples = 16
config.optimization_strategy = :adaptive # :greedy, :adaptive, :bayesian
config.early_stopping_patience = 3
config.init_temperature = 1.0
config.final_temperature = 0.1
config.minibatch_size = nil # nil = auto
config.auto_seed = 42
end
```
The `optimization_strategy` setting accepts symbols (`:greedy`, `:adaptive`, `:bayesian`) and coerces them internally to `DSPy::Teleprompt::OptimizationStrategy` T::Enum values.
The old `config:` constructor parameter is removed. Passing `config:` raises `ArgumentError`.
### Auto presets via configure
Instead of `AutoMode`, set the preset through the configure block:
```ruby
optimizer = DSPy::Teleprompt::MIPROv2.new(metric: metric)
optimizer.configure do |config|
config.auto_preset = DSPy::Teleprompt::AutoPreset.deserialize("medium")
end
```
### Compile and inspect
```ruby
program = DSPy::Predict.new(MySignature)
result = optimizer.compile(
program,
trainset: train_examples,
valset: val_examples
)
optimized_program = result.optimized_program
puts "Best score: #{result.best_score_value}"
```
The `result` object exposes:
- `optimized_program` -- ready-to-use predictor with updated instruction and demos.
- `optimization_trace[:trial_logs]` -- per-trial record of instructions, demos, and scores.
- `metadata[:optimizer]` -- `"MIPROv2"`, useful when persisting experiments from multiple optimizers.
### Multi-stage programs
MIPROv2 generates dataset summaries for each predictor and proposes per-stage instructions. For a ReAct agent with `thought_generator` and `observation_processor` predictors, the optimizer handles credit assignment internally. The metric only needs to evaluate the final output.
### Bootstrap sampling
During the bootstrap phase MIPROv2:
1. Generates dataset summaries from the training set.
2. Bootstraps few-shot demonstrations by running the baseline program.
3. Proposes candidate instructions grounded in the summaries and bootstrapped examples.
4. Evaluates each candidate on mini-batches drawn from the validation set.
Control the bootstrap phase with `bootstrap_sets`, `max_bootstrapped_examples`, and `max_labeled_examples`.
### Bayesian optimization
When `optimization_strategy` is `:bayesian` (or when using the `heavy` preset), MIPROv2 fits a Gaussian Process surrogate over past trial scores to select the next candidate. This replaces random search with informed exploration, reducing the number of trials needed to find high-scoring instructions.
---
## GEPA
GEPA (Genetic-Pareto Reflective Prompt Evolution) is a feedback-driven optimizer. It runs the program on a small batch, collects scores and textual feedback, and asks a reflection LM to rewrite the instruction. Improved candidates are retained on a Pareto frontier.
### Installation
```ruby
# Gemfile
gem "dspy"
gem "dspy-gepa"
```
The `dspy-gepa` gem depends on the `gepa` core optimizer gem automatically.
### Metric contract
GEPA metrics return `DSPy::Prediction` with both a numeric score and a feedback string. Do not return a plain boolean.
```ruby
metric = lambda do |example, prediction|
expected = example.expected_values[:label]
predicted = prediction.label
score = predicted == expected ? 1.0 : 0.0
feedback = if score == 1.0
"Correct (#{expected}) for: \"#{example.input_values[:text][0..60]}\""
else
"Misclassified (expected #{expected}, got #{predicted}) for: \"#{example.input_values[:text][0..60]}\""
end
DSPy::Prediction.new(score: score, feedback: feedback)
end
```
Keep the score in `[0, 1]`. Always include a short feedback message explaining what happened -- GEPA hands this text to the reflection model so it can reason about failures.
### Feedback maps
`feedback_map` targets individual predictors inside a composite module. Each entry receives keyword arguments and returns a `DSPy::Prediction`:
```ruby
feedback_map = {
'self' => lambda do |predictor_output:, predictor_inputs:, module_inputs:, module_outputs:, captured_trace:|
expected = module_inputs.expected_values[:label]
predicted = predictor_output.label
DSPy::Prediction.new(
score: predicted == expected ? 1.0 : 0.0,
feedback: "Classifier saw \"#{predictor_inputs[:text][0..80]}\" -> #{predicted} (expected #{expected})"
)
end
}
```
For single-predictor programs, key the map with `'self'`. For multi-predictor chains, add entries per component so the reflection LM sees localized context at each step. Omit `feedback_map` entirely if the top-level metric already covers the basics.
### Configuring the teleprompter
```ruby
teleprompter = DSPy::Teleprompt::GEPA.new(
metric: metric,
reflection_lm: DSPy::ReflectionLM.new('openai/gpt-4o-mini', api_key: ENV['OPENAI_API_KEY']),
feedback_map: feedback_map,
config: {
max_metric_calls: 600,
minibatch_size: 6,
skip_perfect_score: false
}
)
```
Key configuration knobs:
| Knob | Purpose |
|----------------------|-------------------------------------------------------------------------------------------|
| `max_metric_calls` | Hard budget on evaluation calls. Set to at least the validation set size plus a few minibatches. |
| `minibatch_size` | Examples per reflective replay batch. Smaller = cheaper iterations, noisier scores. |
| `skip_perfect_score` | Set `true` to stop early when a candidate reaches score `1.0`. |
### Minibatch sizing
| Goal | Suggested size | Rationale |
|-------------------------------------------------|----------------|------------------------------------------------------------|
| Explore many candidates within a tight budget | 3--6 | Cheap iterations, more prompt variants, noisier metrics. |
| Stable metrics when each rollout is costly | 8--12 | Smoother scores, fewer candidates unless budget is raised. |
| Investigate specific failure modes | 3--4 then 8+ | Start with breadth, increase once patterns emerge. |
### Compile and evaluate
```ruby
program = DSPy::Predict.new(MySignature)
result = teleprompter.compile(program, trainset: train, valset: val)
optimized_program = result.optimized_program
test_metrics = evaluate(optimized_program, test)
```
The `result` object exposes:
- `optimized_program` -- predictor with updated instruction and few-shot examples.
- `best_score_value` -- validation score for the best candidate.
- `metadata` -- candidate counts, trace hashes, and telemetry IDs.
### Reflection LM
Swap `DSPy::ReflectionLM` for any callable object that accepts the reflection prompt hash and returns a string. The default reflection signature extracts the new instruction from triple backticks in the response.
### Experiment tracking
Plug `GEPA::Logging::ExperimentTracker` into a persistence layer:
```ruby
tracker = GEPA::Logging::ExperimentTracker.new
tracker.with_subscriber { |event| MyModel.create!(payload: event) }
teleprompter = DSPy::Teleprompt::GEPA.new(
metric: metric,
reflection_lm: reflection_lm,
experiment_tracker: tracker,
config: { max_metric_calls: 900 }
)
```
The tracker emits Pareto update events, merge decisions, and candidate evolution records as JSONL.
### Pareto frontier
GEPA maintains a diverse candidate pool and samples from the Pareto frontier instead of mutating only the top-scoring program. This balances exploration and prevents the search from collapsing onto a single lineage.
Enable the merge proposer after multiple strong lineages emerge:
```ruby
config: {
max_metric_calls: 900,
enable_merge_proposer: true
}
```
Premature merges eat budget without meaningful gains. Gate merge on having several validated candidates first.
### Advanced options
- `acceptance_strategy:` -- plug in bespoke Pareto filters or early-stop heuristics.
- Telemetry spans emit via `GEPA::Telemetry`. Enable global observability with `DSPy.configure { |c| c.observability = true }` to stream spans to an OpenTelemetry exporter.
---
## Evaluation Framework
`DSPy::Evals` provides batch evaluation of predictors against test datasets with built-in and custom metrics.
### Basic usage
```ruby
metric = proc do |example, prediction|
prediction.answer == example.expected_values[:answer]
end
evaluator = DSPy::Evals.new(predictor, metric: metric)
result = evaluator.evaluate(
test_examples,
display_table: true,
display_progress: true
)
puts "Pass rate: #{(result.pass_rate * 100).round(1)}%"
puts "Passed: #{result.passed_examples}/#{result.total_examples}"
```
### DSPy::Example
Convert raw data into `DSPy::Example` instances before passing to optimizers or evaluators. Each example carries `input_values` and `expected_values`:
```ruby
examples = rows.map do |row|
DSPy::Example.new(
input_values: { text: row[:text] },
expected_values: { label: row[:label] }
)
end
train, val, test = split_examples(examples, train_ratio: 0.6, val_ratio: 0.2, seed: 42)
```
Hold back a test set from the optimization loop. Optimizers work on train/val; only the test set proves generalization.
### Built-in metrics
```ruby
# Exact match -- prediction must exactly equal expected value
metric = DSPy::Metrics.exact_match(field: :answer, case_sensitive: true)
# Contains -- prediction must contain expected substring
metric = DSPy::Metrics.contains(field: :answer, case_sensitive: false)
# Numeric difference -- numeric output within tolerance
metric = DSPy::Metrics.numeric_difference(field: :answer, tolerance: 0.01)
# Composite AND -- all sub-metrics must pass
metric = DSPy::Metrics.composite_and(
DSPy::Metrics.exact_match(field: :answer),
DSPy::Metrics.contains(field: :reasoning)
)
```
### Custom metrics
```ruby
quality_metric = lambda do |example, prediction|
return false unless prediction
score = 0.0
score += 0.5 if prediction.answer == example.expected_values[:answer]
score += 0.3 if prediction.explanation && prediction.explanation.length > 50
score += 0.2 if prediction.confidence && prediction.confidence > 0.8
score >= 0.7
end
evaluator = DSPy::Evals.new(predictor, metric: quality_metric)
```
Access prediction fields with dot notation (`prediction.answer`), not hash notation.
### Observability hooks
Register callbacks without editing the evaluator:
```ruby
DSPy::Evals.before_example do |payload|
example = payload[:example]
DSPy.logger.info("Evaluating example #{example.id}") if example.respond_to?(:id)
end
DSPy::Evals.after_batch do |payload|
result = payload[:result]
Langfuse.event(
name: 'eval.batch',
metadata: {
total: result.total_examples,
passed: result.passed_examples,
score: result.score
}
)
end
```
Available hooks: `before_example`, `after_example`, `before_batch`, `after_batch`.
### Langfuse score export
Enable `export_scores: true` to emit `score.create` events for each evaluated example and a batch score at the end:
```ruby
evaluator = DSPy::Evals.new(
predictor,
metric: metric,
export_scores: true,
score_name: 'qa_accuracy' # default: 'evaluation'
)
result = evaluator.evaluate(test_examples)
# Emits per-example scores + overall batch score via DSPy::Scores::Exporter
```
Scores attach to the current trace context automatically and flow to Langfuse asynchronously.
### Evaluation results
```ruby
result = evaluator.evaluate(test_examples)
result.score # Overall score (0.0 to 1.0)
result.passed_count # Examples that passed
result.failed_count # Examples that failed
result.error_count # Examples that errored
result.results.each do |r|
r.passed # Boolean
r.score # Numeric score
r.error # Error message if the example errored
end
```
### Integration with optimizers
```ruby
metric = proc do |example, prediction|
expected = example.expected_values[:answer].to_s.strip.downcase
predicted = prediction.answer.to_s.strip.downcase
!expected.empty? && predicted.include?(expected)
end
optimizer = DSPy::Teleprompt::MIPROv2::AutoMode.medium(metric: metric)
result = optimizer.compile(
DSPy::Predict.new(QASignature),
trainset: train_examples,
valset: val_examples
)
evaluator = DSPy::Evals.new(result.optimized_program, metric: metric)
test_result = evaluator.evaluate(test_examples, display_table: true)
puts "Test accuracy: #{(test_result.pass_rate * 100).round(2)}%"
```
---
## Storage System
`DSPy::Storage` persists optimization results, tracks history, and manages multiple versions of optimized programs.
### ProgramStorage (low-level)
```ruby
storage = DSPy::Storage::ProgramStorage.new(storage_path: "./dspy_storage")
# Save
saved = storage.save_program(
result.optimized_program,
result,
metadata: {
signature_class: 'ClassifyText',
optimizer: 'MIPROv2',
examples_count: examples.size
}
)
puts "Stored with ID: #{saved.program_id}"
# Load
saved = storage.load_program(program_id)
predictor = saved.program
score = saved.optimization_result[:best_score_value]
# List
storage.list_programs.each do |p|
puts "#{p[:program_id]} -- score: #{p[:best_score]} -- saved: #{p[:saved_at]}"
end
```
### StorageManager (recommended)
```ruby
manager = DSPy::Storage::StorageManager.new
# Save with tags
saved = manager.save_optimization_result(
result,
tags: ['production', 'sentiment-analysis'],
description: 'Optimized sentiment classifier v2'
)
# Find programs
programs = manager.find_programs(
optimizer: 'MIPROv2',
min_score: 0.85,
tags: ['production']
)
recent = manager.find_programs(
max_age_days: 7,
signature_class: 'ClassifyText'
)
# Get best program for a signature
best = manager.get_best_program('ClassifyText')
predictor = best.program
```
Global shorthand:
```ruby
DSPy::Storage::StorageManager.save(result, metadata: { version: '2.0' })
DSPy::Storage::StorageManager.load(program_id)
DSPy::Storage::StorageManager.best('ClassifyText')
```
### Checkpoints
Create and restore checkpoints during long-running optimizations:
```ruby
# Save a checkpoint
manager.create_checkpoint(
current_result,
'iteration_50',
metadata: { iteration: 50, current_score: 0.87 }
)
# Restore
restored = manager.restore_checkpoint('iteration_50')
program = restored.program
# Auto-checkpoint every N iterations
if iteration % 10 == 0
manager.create_checkpoint(current_result, "auto_checkpoint_#{iteration}")
end
```
### Import and export
Share programs between environments:
```ruby
storage = DSPy::Storage::ProgramStorage.new
# Export
storage.export_programs(['abc123', 'def456'], './export_backup.json')
# Import
imported = storage.import_programs('./export_backup.json')
puts "Imported #{imported.size} programs"
```
### Optimization history
```ruby
history = manager.get_optimization_history
history[:summary][:total_programs]
history[:summary][:avg_score]
history[:optimizer_stats].each do |optimizer, stats|
puts "#{optimizer}: #{stats[:count]} programs, best: #{stats[:best_score]}"
end
history[:trends][:improvement_percentage]
```
### Program comparison
```ruby
comparison = manager.compare_programs(id_a, id_b)
comparison[:comparison][:score_difference]
comparison[:comparison][:better_program]
comparison[:comparison][:age_difference_hours]
```
### Storage configuration
```ruby
config = DSPy::Storage::StorageManager::StorageConfig.new
config.storage_path = Rails.root.join('dspy_storage')
config.auto_save = true
config.save_intermediate_results = false
config.max_stored_programs = 100
manager = DSPy::Storage::StorageManager.new(config: config)
```
### Cleanup
Remove old programs. Cleanup retains the best performing and most recent programs using a weighted score (70% performance, 30% recency):
```ruby
deleted_count = manager.cleanup_old_programs
```
### Storage events
The storage system emits structured log events for monitoring:
- `dspy.storage.save_start`, `dspy.storage.save_complete`, `dspy.storage.save_error`
- `dspy.storage.load_start`, `dspy.storage.load_complete`, `dspy.storage.load_error`
- `dspy.storage.delete`, `dspy.storage.export`, `dspy.storage.import`, `dspy.storage.cleanup`
### File layout
```
dspy_storage/
programs/
abc123def456.json
789xyz012345.json
history.json
```
---
## API rules
- Call predictors with `.call()`, not `.forward()`.
- Access prediction fields with dot notation (`result.answer`), not hash notation (`result[:answer]`).
- GEPA metrics return `DSPy::Prediction.new(score:, feedback:)`, not a boolean.
- MIPROv2 metrics may return `true`/`false`, a numeric score, or `DSPy::Prediction`.

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@@ -1,418 +0,0 @@
# DSPy.rb LLM Providers
## Adapter Architecture
DSPy.rb ships provider SDKs as separate adapter gems. Install only the adapters the project needs. Each adapter gem depends on the official SDK for its provider and auto-loads when present -- no explicit `require` necessary.
```ruby
# Gemfile
gem 'dspy' # core framework (no provider SDKs)
gem 'dspy-openai' # OpenAI, OpenRouter, Ollama
gem 'dspy-anthropic' # Claude
gem 'dspy-gemini' # Gemini
gem 'dspy-ruby_llm' # RubyLLM unified adapter (12+ providers)
```
---
## Per-Provider Adapters
### dspy-openai
Covers any endpoint that speaks the OpenAI chat-completions protocol: OpenAI itself, OpenRouter, and Ollama.
**SDK dependency:** `openai ~> 0.17`
```ruby
# OpenAI
lm = DSPy::LM.new('openai/gpt-4o-mini', api_key: ENV['OPENAI_API_KEY'])
# OpenRouter -- access 200+ models behind a single key
lm = DSPy::LM.new('openrouter/x-ai/grok-4-fast:free',
api_key: ENV['OPENROUTER_API_KEY']
)
# Ollama -- local models, no API key required
lm = DSPy::LM.new('ollama/llama3.2')
# Remote Ollama instance
lm = DSPy::LM.new('ollama/llama3.2',
base_url: 'https://my-ollama.example.com/v1',
api_key: 'optional-auth-token'
)
```
All three sub-adapters share the same request handling, structured-output support, and error reporting. Swap providers without changing higher-level DSPy code.
For OpenRouter models that lack native structured-output support, disable it explicitly:
```ruby
lm = DSPy::LM.new('openrouter/deepseek/deepseek-chat-v3.1:free',
api_key: ENV['OPENROUTER_API_KEY'],
structured_outputs: false
)
```
### dspy-anthropic
Provides the Claude adapter. Install it for any `anthropic/*` model id.
**SDK dependency:** `anthropic ~> 1.12`
```ruby
lm = DSPy::LM.new('anthropic/claude-sonnet-4-20250514',
api_key: ENV['ANTHROPIC_API_KEY']
)
```
Structured outputs default to tool-based JSON extraction (`structured_outputs: true`). Set `structured_outputs: false` to use enhanced-prompting extraction instead.
```ruby
# Tool-based extraction (default, most reliable)
lm = DSPy::LM.new('anthropic/claude-sonnet-4-20250514',
api_key: ENV['ANTHROPIC_API_KEY'],
structured_outputs: true
)
# Enhanced prompting extraction
lm = DSPy::LM.new('anthropic/claude-sonnet-4-20250514',
api_key: ENV['ANTHROPIC_API_KEY'],
structured_outputs: false
)
```
### dspy-gemini
Provides the Gemini adapter. Install it for any `gemini/*` model id.
**SDK dependency:** `gemini-ai ~> 4.3`
```ruby
lm = DSPy::LM.new('gemini/gemini-2.5-flash',
api_key: ENV['GEMINI_API_KEY']
)
```
**Environment variable:** `GEMINI_API_KEY` (also accepts `GOOGLE_API_KEY`).
---
## RubyLLM Unified Adapter
The `dspy-ruby_llm` gem provides a single adapter that routes to 12+ providers through [RubyLLM](https://rubyllm.com). Use it when a project talks to multiple providers or needs access to Bedrock, VertexAI, DeepSeek, or Mistral without dedicated adapter gems.
**SDK dependency:** `ruby_llm ~> 1.3`
### Model ID Format
Prefix every model id with `ruby_llm/`:
```ruby
lm = DSPy::LM.new('ruby_llm/gpt-4o-mini')
lm = DSPy::LM.new('ruby_llm/claude-sonnet-4-20250514')
lm = DSPy::LM.new('ruby_llm/gemini-2.5-flash')
```
The adapter detects the provider from RubyLLM's model registry automatically. For models not in the registry, pass `provider:` explicitly:
```ruby
lm = DSPy::LM.new('ruby_llm/llama3.2', provider: 'ollama')
lm = DSPy::LM.new('ruby_llm/anthropic/claude-3-opus',
api_key: ENV['OPENROUTER_API_KEY'],
provider: 'openrouter'
)
```
### Using Existing RubyLLM Configuration
When RubyLLM is already configured globally, omit the `api_key:` argument. DSPy reuses the global config automatically:
```ruby
RubyLLM.configure do |config|
config.openai_api_key = ENV['OPENAI_API_KEY']
config.anthropic_api_key = ENV['ANTHROPIC_API_KEY']
end
# No api_key needed -- picks up the global config
DSPy.configure do |c|
c.lm = DSPy::LM.new('ruby_llm/gpt-4o-mini')
end
```
When an `api_key:` (or any of `base_url:`, `timeout:`, `max_retries:`) is passed, DSPy creates a **scoped context** instead of reusing the global config.
### Cloud-Hosted Providers (Bedrock, VertexAI)
Configure RubyLLM globally first, then reference the model:
```ruby
# AWS Bedrock
RubyLLM.configure do |c|
c.bedrock_api_key = ENV['AWS_ACCESS_KEY_ID']
c.bedrock_secret_key = ENV['AWS_SECRET_ACCESS_KEY']
c.bedrock_region = 'us-east-1'
end
lm = DSPy::LM.new('ruby_llm/anthropic.claude-3-5-sonnet', provider: 'bedrock')
# Google VertexAI
RubyLLM.configure do |c|
c.vertexai_project_id = 'your-project-id'
c.vertexai_location = 'us-central1'
end
lm = DSPy::LM.new('ruby_llm/gemini-pro', provider: 'vertexai')
```
### Supported Providers Table
| Provider | Example Model ID | Notes |
|-------------|--------------------------------------------|---------------------------------|
| OpenAI | `ruby_llm/gpt-4o-mini` | Auto-detected from registry |
| Anthropic | `ruby_llm/claude-sonnet-4-20250514` | Auto-detected from registry |
| Gemini | `ruby_llm/gemini-2.5-flash` | Auto-detected from registry |
| DeepSeek | `ruby_llm/deepseek-chat` | Auto-detected from registry |
| Mistral | `ruby_llm/mistral-large` | Auto-detected from registry |
| Ollama | `ruby_llm/llama3.2` | Use `provider: 'ollama'` |
| AWS Bedrock | `ruby_llm/anthropic.claude-3-5-sonnet` | Configure RubyLLM globally |
| VertexAI | `ruby_llm/gemini-pro` | Configure RubyLLM globally |
| OpenRouter | `ruby_llm/anthropic/claude-3-opus` | Use `provider: 'openrouter'` |
| Perplexity | `ruby_llm/llama-3.1-sonar-large` | Use `provider: 'perplexity'` |
| GPUStack | `ruby_llm/model-name` | Use `provider: 'gpustack'` |
---
## Rails Initializer Pattern
Configure DSPy inside an `after_initialize` block so Rails credentials and environment are fully loaded:
```ruby
# config/initializers/dspy.rb
Rails.application.config.after_initialize do
return if Rails.env.test? # skip in test -- use VCR cassettes instead
DSPy.configure do |config|
config.lm = DSPy::LM.new(
'openai/gpt-4o-mini',
api_key: Rails.application.credentials.openai_api_key,
structured_outputs: true
)
config.logger = if Rails.env.production?
Dry.Logger(:dspy, formatter: :json) do |logger|
logger.add_backend(stream: Rails.root.join("log/dspy.log"))
end
else
Dry.Logger(:dspy) do |logger|
logger.add_backend(level: :debug, stream: $stdout)
end
end
end
end
```
Key points:
- Wrap in `after_initialize` so `Rails.application.credentials` is available.
- Return early in the test environment. Rely on VCR cassettes for deterministic LLM responses.
- Set `structured_outputs: true` (the default) for provider-native JSON extraction.
- Use `Dry.Logger` with `:json` formatter in production for structured log parsing.
---
## Fiber-Local LM Context
`DSPy.with_lm` sets a temporary language-model override scoped to the current Fiber. Every predictor call inside the block uses the override; outside the block the previous LM takes effect again.
```ruby
fast = DSPy::LM.new('openai/gpt-4o-mini', api_key: ENV['OPENAI_API_KEY'])
powerful = DSPy::LM.new('anthropic/claude-sonnet-4-20250514', api_key: ENV['ANTHROPIC_API_KEY'])
classifier = Classifier.new
# Uses the global LM
result = classifier.call(text: "Hello")
# Temporarily switch to the fast model
DSPy.with_lm(fast) do
result = classifier.call(text: "Hello") # uses gpt-4o-mini
end
# Temporarily switch to the powerful model
DSPy.with_lm(powerful) do
result = classifier.call(text: "Hello") # uses claude-sonnet-4
end
```
### LM Resolution Hierarchy
DSPy resolves the active language model in this order:
1. **Instance-level LM** -- set directly on a module instance via `configure`
2. **Fiber-local LM** -- set via `DSPy.with_lm`
3. **Global LM** -- set via `DSPy.configure`
Instance-level configuration always wins, even inside a `DSPy.with_lm` block:
```ruby
classifier = Classifier.new
classifier.configure { |c| c.lm = DSPy::LM.new('anthropic/claude-sonnet-4-20250514', api_key: ENV['ANTHROPIC_API_KEY']) }
fast = DSPy::LM.new('openai/gpt-4o-mini', api_key: ENV['OPENAI_API_KEY'])
DSPy.with_lm(fast) do
classifier.call(text: "Test") # still uses claude-sonnet-4 (instance-level wins)
end
```
### configure_predictor for Fine-Grained Agent Control
Complex agents (`ReAct`, `CodeAct`, `DeepResearch`, `DeepSearch`) contain internal predictors. Use `configure` for a blanket override and `configure_predictor` to target a specific sub-predictor:
```ruby
agent = DSPy::ReAct.new(MySignature, tools: tools)
# Set a default LM for the agent and all its children
agent.configure { |c| c.lm = DSPy::LM.new('openai/gpt-4o-mini', api_key: ENV['OPENAI_API_KEY']) }
# Override just the reasoning predictor with a more capable model
agent.configure_predictor('thought_generator') do |c|
c.lm = DSPy::LM.new('anthropic/claude-sonnet-4-20250514', api_key: ENV['ANTHROPIC_API_KEY'])
end
result = agent.call(question: "Summarize the report")
```
Both methods support chaining:
```ruby
agent
.configure { |c| c.lm = cheap_model }
.configure_predictor('thought_generator') { |c| c.lm = expensive_model }
```
#### Available Predictors by Agent Type
| Agent | Internal Predictors |
|----------------------|------------------------------------------------------------------|
| `DSPy::ReAct` | `thought_generator`, `observation_processor` |
| `DSPy::CodeAct` | `code_generator`, `observation_processor` |
| `DSPy::DeepResearch` | `planner`, `synthesizer`, `qa_reviewer`, `reporter` |
| `DSPy::DeepSearch` | `seed_predictor`, `search_predictor`, `reader_predictor`, `reason_predictor` |
#### Propagation Rules
- Configuration propagates recursively to children and grandchildren.
- Children with an already-configured LM are **not** overwritten by a later parent `configure` call.
- Configure the parent first, then override specific children.
---
## Feature-Flagged Model Selection
Use a `FeatureFlags` module backed by ENV vars to centralize model selection. Each tool or agent reads its model from the flags, falling back to a global default.
```ruby
module FeatureFlags
module_function
def default_model
ENV.fetch('DSPY_DEFAULT_MODEL', 'openai/gpt-4o-mini')
end
def default_api_key
ENV.fetch('DSPY_DEFAULT_API_KEY') { ENV.fetch('OPENAI_API_KEY', nil) }
end
def model_for(tool_name)
env_key = "DSPY_MODEL_#{tool_name.upcase}"
ENV.fetch(env_key, default_model)
end
def api_key_for(tool_name)
env_key = "DSPY_API_KEY_#{tool_name.upcase}"
ENV.fetch(env_key, default_api_key)
end
end
```
### Per-Tool Model Override
Override an individual tool's model without touching application code:
```bash
# .env
DSPY_DEFAULT_MODEL=openai/gpt-4o-mini
DSPY_DEFAULT_API_KEY=sk-...
# Override the classifier to use Claude
DSPY_MODEL_CLASSIFIER=anthropic/claude-sonnet-4-20250514
DSPY_API_KEY_CLASSIFIER=sk-ant-...
# Override the summarizer to use Gemini
DSPY_MODEL_SUMMARIZER=gemini/gemini-2.5-flash
DSPY_API_KEY_SUMMARIZER=...
```
Wire each agent to its flag at initialization:
```ruby
class ClassifierAgent < DSPy::Module
def initialize
super
model = FeatureFlags.model_for('classifier')
api_key = FeatureFlags.api_key_for('classifier')
@predictor = DSPy::Predict.new(ClassifySignature)
configure { |c| c.lm = DSPy::LM.new(model, api_key: api_key) }
end
def forward(text:)
@predictor.call(text: text)
end
end
```
This pattern keeps model routing declarative and avoids scattering `DSPy::LM.new` calls across the codebase.
---
## Compatibility Matrix
Feature support across direct adapter gems. All features listed assume `structured_outputs: true` (the default).
| Feature | OpenAI | Anthropic | Gemini | Ollama | OpenRouter | RubyLLM |
|----------------------|--------|-----------|--------|----------|------------|-------------|
| Structured Output | Native JSON mode | Tool-based extraction | Native JSON schema | OpenAI-compatible JSON | Varies by model | Via `with_schema` |
| Vision (Images) | File + URL | File + Base64 | File + Base64 | Limited | Varies | Delegates to underlying provider |
| Image URLs | Yes | No | No | No | Varies | Depends on provider |
| Tool Calling | Yes | Yes | Yes | Varies | Varies | Yes |
| Streaming | Yes | Yes | Yes | Yes | Yes | Yes |
**Notes:**
- **Structured Output** is enabled by default on every adapter. Set `structured_outputs: false` to fall back to enhanced-prompting extraction.
- **Vision / Image URLs:** Only OpenAI supports passing a URL directly. For Anthropic and Gemini, load images from file or Base64:
```ruby
DSPy::Image.from_url("https://example.com/img.jpg") # OpenAI only
DSPy::Image.from_file("path/to/image.jpg") # all providers
DSPy::Image.from_base64(data, mime_type: "image/jpeg") # all providers
```
- **RubyLLM** delegates to the underlying provider, so feature support matches the provider column in the table.
### Choosing an Adapter Strategy
| Scenario | Recommended Adapter |
|-------------------------------------------|--------------------------------|
| Single provider (OpenAI, Claude, or Gemini) | Dedicated gem (`dspy-openai`, `dspy-anthropic`, `dspy-gemini`) |
| Multi-provider with per-agent model routing | `dspy-ruby_llm` |
| AWS Bedrock or Google VertexAI | `dspy-ruby_llm` |
| Local development with Ollama | `dspy-openai` (Ollama sub-adapter) or `dspy-ruby_llm` |
| OpenRouter for cost optimization | `dspy-openai` (OpenRouter sub-adapter) |
### Current Recommended Models
| Provider | Model ID | Use Case |
|-----------|---------------------------------------|-----------------------|
| OpenAI | `openai/gpt-4o-mini` | Fast, cost-effective |
| Anthropic | `anthropic/claude-sonnet-4-20250514` | Balanced reasoning |
| Gemini | `gemini/gemini-2.5-flash` | Fast, cost-effective |
| Ollama | `ollama/llama3.2` | Local, zero API cost |

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@@ -1,502 +0,0 @@
# DSPy.rb Toolsets
## Tools::Base
`DSPy::Tools::Base` is the base class for single-purpose tools. Each subclass exposes one operation to an LLM agent through a `call` method.
### Defining a Tool
Set the tool's identity with the `tool_name` and `tool_description` class-level DSL methods. Define the `call` instance method with a Sorbet `sig` declaration so DSPy.rb can generate the JSON schema the LLM uses to invoke the tool.
```ruby
class WeatherLookup < DSPy::Tools::Base
extend T::Sig
tool_name "weather_lookup"
tool_description "Look up current weather for a given city"
sig { params(city: String, units: T.nilable(String)).returns(String) }
def call(city:, units: nil)
# Fetch weather data and return a string summary
"72F and sunny in #{city}"
end
end
```
Key points:
- Inherit from `DSPy::Tools::Base`, not `DSPy::Tool`.
- Use `tool_name` (class method) to set the name the LLM sees. Without it, the class name is lowercased as a fallback.
- Use `tool_description` (class method) to set the human-readable description surfaced in the tool schema.
- The `call` method must use **keyword arguments**. Positional arguments are supported but keyword arguments produce better schemas.
- Always attach a Sorbet `sig` to `call`. Without a signature, the generated schema has empty properties and the LLM cannot determine parameter types.
### Schema Generation
`call_schema_object` introspects the Sorbet signature on `call` and returns a hash representing the JSON Schema `parameters` object:
```ruby
WeatherLookup.call_schema_object
# => {
# type: "object",
# properties: {
# city: { type: "string", description: "Parameter city" },
# units: { type: "string", description: "Parameter units (optional)" }
# },
# required: ["city"]
# }
```
`call_schema` wraps this in the full LLM tool-calling format:
```ruby
WeatherLookup.call_schema
# => {
# type: "function",
# function: {
# name: "call",
# description: "Call the WeatherLookup tool",
# parameters: { ... }
# }
# }
```
### Using Tools with ReAct
Pass tool instances in an array to `DSPy::ReAct`:
```ruby
agent = DSPy::ReAct.new(
MySignature,
tools: [WeatherLookup.new, AnotherTool.new]
)
result = agent.call(question: "What is the weather in Berlin?")
puts result.answer
```
Access output fields with dot notation (`result.answer`), not hash access (`result[:answer]`).
---
## Tools::Toolset
`DSPy::Tools::Toolset` groups multiple related methods into a single class. Each exposed method becomes an independent tool from the LLM's perspective.
### Defining a Toolset
```ruby
class DatabaseToolset < DSPy::Tools::Toolset
extend T::Sig
toolset_name "db"
tool :query, description: "Run a read-only SQL query"
tool :insert, description: "Insert a record into a table"
tool :delete, description: "Delete a record by ID"
sig { params(sql: String).returns(String) }
def query(sql:)
# Execute read query
end
sig { params(table: String, data: T::Hash[String, String]).returns(String) }
def insert(table:, data:)
# Insert record
end
sig { params(table: String, id: Integer).returns(String) }
def delete(table:, id:)
# Delete record
end
end
```
### DSL Methods
**`toolset_name(name)`** -- Set the prefix for all generated tool names. If omitted, the class name minus `Toolset` suffix is lowercased (e.g., `DatabaseToolset` becomes `database`).
```ruby
toolset_name "db"
# tool :query produces a tool named "db_query"
```
**`tool(method_name, tool_name:, description:)`** -- Expose a method as a tool.
- `method_name` (Symbol, required) -- the instance method to expose.
- `tool_name:` (String, optional) -- override the default `<toolset_name>_<method_name>` naming.
- `description:` (String, optional) -- description shown to the LLM. Defaults to a humanized version of the method name.
```ruby
tool :word_count, tool_name: "text_wc", description: "Count lines, words, and characters"
# Produces a tool named "text_wc" instead of "text_word_count"
```
### Converting to a Tool Array
Call `to_tools` on the class (not an instance) to get an array of `ToolProxy` objects compatible with `DSPy::Tools::Base`:
```ruby
agent = DSPy::ReAct.new(
AnalyzeText,
tools: DatabaseToolset.to_tools
)
```
Each `ToolProxy` wraps one method, delegates `call` to the underlying toolset instance, and generates its own JSON schema from the method's Sorbet signature.
### Shared State
All tool proxies from a single `to_tools` call share one toolset instance. Store shared state (connections, caches, configuration) in the toolset's `initialize`:
```ruby
class ApiToolset < DSPy::Tools::Toolset
extend T::Sig
toolset_name "api"
tool :get, description: "Make a GET request"
tool :post, description: "Make a POST request"
sig { params(base_url: String).void }
def initialize(base_url:)
@base_url = base_url
@client = HTTP.persistent(base_url)
end
sig { params(path: String).returns(String) }
def get(path:)
@client.get("#{@base_url}#{path}").body.to_s
end
sig { params(path: String, body: String).returns(String) }
def post(path:, body:)
@client.post("#{@base_url}#{path}", body: body).body.to_s
end
end
```
---
## Type Safety
Sorbet signatures on tool methods drive both JSON schema generation and automatic type coercion of LLM responses.
### Basic Types
```ruby
sig { params(
text: String,
count: Integer,
score: Float,
enabled: T::Boolean,
threshold: Numeric
).returns(String) }
def analyze(text:, count:, score:, enabled:, threshold:)
# ...
end
```
| Sorbet Type | JSON Schema |
|------------------|----------------------------------------------------|
| `String` | `{"type": "string"}` |
| `Integer` | `{"type": "integer"}` |
| `Float` | `{"type": "number"}` |
| `Numeric` | `{"type": "number"}` |
| `T::Boolean` | `{"type": "boolean"}` |
| `T::Enum` | `{"type": "string", "enum": [...]}` |
| `T::Struct` | `{"type": "object", "properties": {...}}` |
| `T::Array[Type]` | `{"type": "array", "items": {...}}` |
| `T::Hash[K, V]` | `{"type": "object", "additionalProperties": {...}}`|
| `T.nilable(Type)`| `{"type": [original, "null"]}` |
| `T.any(T1, T2)` | `{"oneOf": [{...}, {...}]}` |
| `T.class_of(X)` | `{"type": "string"}` |
### T::Enum Parameters
Define a `T::Enum` and reference it in a tool signature. DSPy.rb generates a JSON Schema `enum` constraint and automatically deserializes the LLM's string response into the correct enum instance.
```ruby
class Priority < T::Enum
enums do
Low = new('low')
Medium = new('medium')
High = new('high')
Critical = new('critical')
end
end
class Status < T::Enum
enums do
Pending = new('pending')
InProgress = new('in-progress')
Completed = new('completed')
end
end
sig { params(priority: Priority, status: Status).returns(String) }
def update_task(priority:, status:)
"Updated to #{priority.serialize} / #{status.serialize}"
end
```
The generated schema constrains the parameter to valid values:
```json
{
"priority": {
"type": "string",
"enum": ["low", "medium", "high", "critical"]
}
}
```
**Case-insensitive matching**: When the LLM returns `"HIGH"` or `"High"` instead of `"high"`, DSPy.rb first tries an exact `try_deserialize`, then falls back to a case-insensitive lookup. This prevents failures caused by LLM casing variations.
### T::Struct Parameters
Use `T::Struct` for complex nested objects. DSPy.rb generates nested JSON Schema properties and recursively coerces the LLM's hash response into struct instances.
```ruby
class TaskMetadata < T::Struct
prop :id, String
prop :priority, Priority
prop :tags, T::Array[String]
prop :estimated_hours, T.nilable(Float), default: nil
end
class TaskRequest < T::Struct
prop :title, String
prop :description, String
prop :status, Status
prop :metadata, TaskMetadata
prop :assignees, T::Array[String]
end
sig { params(task: TaskRequest).returns(String) }
def create_task(task:)
"Created: #{task.title} (#{task.status.serialize})"
end
```
The LLM sees the full nested object schema and DSPy.rb reconstructs the struct tree from the JSON response, including enum fields inside nested structs.
### Nilable Parameters
Mark optional parameters with `T.nilable(...)` and provide a default value of `nil` in the method signature. These parameters are excluded from the JSON Schema `required` array.
```ruby
sig { params(
query: String,
max_results: T.nilable(Integer),
filter: T.nilable(String)
).returns(String) }
def search(query:, max_results: nil, filter: nil)
# query is required; max_results and filter are optional
end
```
### Collections
Typed arrays and hashes generate precise item/value schemas:
```ruby
sig { params(
tags: T::Array[String],
priorities: T::Array[Priority],
config: T::Hash[String, T.any(String, Integer, Float)]
).returns(String) }
def configure(tags:, priorities:, config:)
# Array elements and hash values are validated and coerced
end
```
### Union Types
`T.any(...)` generates a `oneOf` JSON Schema. When one of the union members is a `T::Struct`, DSPy.rb uses the `_type` discriminator field to select the correct struct class during coercion.
```ruby
sig { params(value: T.any(String, Integer, Float)).returns(String) }
def handle_flexible(value:)
# Accepts multiple types
end
```
---
## Built-in Toolsets
### TextProcessingToolset
`DSPy::Tools::TextProcessingToolset` provides Unix-style text analysis and manipulation operations. Toolset name prefix: `text`.
| Tool Name | Method | Description |
|-----------------------------------|-------------------|--------------------------------------------|
| `text_grep` | `grep` | Search for patterns with optional case-insensitive and count-only modes |
| `text_wc` | `word_count` | Count lines, words, and characters |
| `text_rg` | `ripgrep` | Fast pattern search with context lines |
| `text_extract_lines` | `extract_lines` | Extract a range of lines by number |
| `text_filter_lines` | `filter_lines` | Keep or reject lines matching a regex |
| `text_unique_lines` | `unique_lines` | Deduplicate lines, optionally preserving order |
| `text_sort_lines` | `sort_lines` | Sort lines alphabetically or numerically |
| `text_summarize_text` | `summarize_text` | Produce a statistical summary (counts, averages, frequent words) |
Usage:
```ruby
agent = DSPy::ReAct.new(
AnalyzeText,
tools: DSPy::Tools::TextProcessingToolset.to_tools
)
result = agent.call(text: log_contents, question: "How many error lines are there?")
puts result.answer
```
### GitHubCLIToolset
`DSPy::Tools::GitHubCLIToolset` wraps the `gh` CLI for read-oriented GitHub operations. Toolset name prefix: `github`.
| Tool Name | Method | Description |
|------------------------|-------------------|---------------------------------------------------|
| `github_list_issues` | `list_issues` | List issues filtered by state, labels, assignee |
| `github_list_prs` | `list_prs` | List pull requests filtered by state, author, base|
| `github_get_issue` | `get_issue` | Retrieve details of a single issue |
| `github_get_pr` | `get_pr` | Retrieve details of a single pull request |
| `github_api_request` | `api_request` | Make an arbitrary GET request to the GitHub API |
| `github_traffic_views` | `traffic_views` | Fetch repository traffic view counts |
| `github_traffic_clones`| `traffic_clones` | Fetch repository traffic clone counts |
This toolset uses `T::Enum` parameters (`IssueState`, `PRState`, `ReviewState`) for state filters, demonstrating enum-based tool signatures in practice.
```ruby
agent = DSPy::ReAct.new(
RepoAnalysis,
tools: DSPy::Tools::GitHubCLIToolset.to_tools
)
```
---
## Testing
### Unit Testing Individual Tools
Test `DSPy::Tools::Base` subclasses by instantiating and calling `call` directly:
```ruby
RSpec.describe WeatherLookup do
subject(:tool) { described_class.new }
it "returns weather for a city" do
result = tool.call(city: "Berlin")
expect(result).to include("Berlin")
end
it "exposes the correct tool name" do
expect(tool.name).to eq("weather_lookup")
end
it "generates a valid schema" do
schema = described_class.call_schema_object
expect(schema[:required]).to include("city")
expect(schema[:properties]).to have_key(:city)
end
end
```
### Unit Testing Toolsets
Test toolset methods directly on an instance. Verify tool generation with `to_tools`:
```ruby
RSpec.describe DatabaseToolset do
subject(:toolset) { described_class.new }
it "executes a query" do
result = toolset.query(sql: "SELECT 1")
expect(result).to be_a(String)
end
it "generates tools with correct names" do
tools = described_class.to_tools
names = tools.map(&:name)
expect(names).to contain_exactly("db_query", "db_insert", "db_delete")
end
it "generates tool descriptions" do
tools = described_class.to_tools
query_tool = tools.find { |t| t.name == "db_query" }
expect(query_tool.description).to eq("Run a read-only SQL query")
end
end
```
### Mocking Predictions Inside Tools
When a tool calls a DSPy predictor internally, stub the predictor to isolate tool logic from LLM calls:
```ruby
class SmartSearchTool < DSPy::Tools::Base
extend T::Sig
tool_name "smart_search"
tool_description "Search with query expansion"
sig { void }
def initialize
@expander = DSPy::Predict.new(QueryExpansionSignature)
end
sig { params(query: String).returns(String) }
def call(query:)
expanded = @expander.call(query: query)
perform_search(expanded.expanded_query)
end
private
def perform_search(query)
# actual search logic
end
end
RSpec.describe SmartSearchTool do
subject(:tool) { described_class.new }
before do
expansion_result = double("result", expanded_query: "expanded test query")
allow_any_instance_of(DSPy::Predict).to receive(:call).and_return(expansion_result)
end
it "expands the query before searching" do
allow(tool).to receive(:perform_search).with("expanded test query").and_return("found 3 results")
result = tool.call(query: "test")
expect(result).to eq("found 3 results")
end
end
```
### Testing Enum Coercion
Verify that string values from LLM responses deserialize into the correct enum instances:
```ruby
RSpec.describe "enum coercion" do
it "handles case-insensitive enum values" do
toolset = GitHubCLIToolset.new
# The LLM may return "OPEN" instead of "open"
result = toolset.list_issues(state: IssueState::Open)
expect(result).to be_a(String)
end
end
```
---
## Constraints
- All exposed tool methods must use **keyword arguments**. Positional-only parameters generate schemas but keyword arguments produce more reliable LLM interactions.
- Each exposed method becomes a **separate, independent tool**. Method chaining or multi-step sequences within a single tool call are not supported.
- Shared state across tool proxies is scoped to a single `to_tools` call. Separate `to_tools` invocations create separate toolset instances.
- Methods without a Sorbet `sig` produce an empty parameter schema. The LLM will not know what arguments to pass.

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@@ -1,135 +0,0 @@
---
name: ce-every-style-editor
description: This skill should be used when reviewing or editing copy to ensure adherence to Every's style guide. It provides a systematic line-by-line review process for grammar, punctuation, mechanics, and style guide compliance.
---
# Every Style Editor
This skill provides a systematic approach to reviewing copy against Every's comprehensive style guide. It transforms Claude into a meticulous line editor and proofreader specializing in grammar, mechanics, and style guide compliance.
## When to Use This Skill
Use this skill when:
- Reviewing articles, blog posts, newsletters, or any written content
- Ensuring copy follows Every's specific style conventions
- Providing feedback on grammar, punctuation, and mechanics
- Flagging deviations from the Every style guide
- Preparing clean copy for human editorial review
## Skill Overview
This skill enables performing a comprehensive review of written content in four phases:
1. **Initial Assessment** - Understanding context and document type
2. **Detailed Line Edit** - Checking every sentence for compliance
3. **Mechanical Review** - Verifying formatting and consistency
4. **Recommendations** - Providing actionable improvement suggestions
## How to Use This Skill
### Step 1: Initial Assessment
Begin by reading the entire piece to understand:
- Document type (article, knowledge base entry, social post, etc.)
- Target audience
- Overall tone and voice
- Content context
### Step 2: Detailed Line Edit
Review each paragraph systematically, checking for:
- Sentence structure and grammar correctness
- Punctuation usage (commas, semicolons, em dashes, etc.)
- Capitalization rules (especially job titles, headlines)
- Word choice and usage (overused words, passive voice)
- Adherence to Every style guide rules
Reference the complete style guide at `references/EVERY_WRITE_STYLE.md` for specific rules when in doubt.
### Step 3: Mechanical Review
Verify:
- Spacing and formatting consistency
- Style choices applied uniformly throughout
- Special elements (lists, quotes, citations)
- Proper use of italics and formatting
- Number formatting (numerals vs. spelled out)
- Link formatting and descriptions
### Step 4: Output Results
Present findings using this structure:
```
DOCUMENT REVIEW SUMMARY
=====================
Document Type: [type]
Word Count: [approximate]
Overall Assessment: [brief overview]
ERRORS FOUND: [total number]
DETAILED CORRECTIONS
===================
[For each error found:]
**Location**: [Paragraph #, Sentence #]
**Issue Type**: [Grammar/Punctuation/Mechanics/Style Guide]
**Original**: "[exact text with error]"
**Correction**: "[corrected text]"
**Rule Reference**: [Specific style guide rule violated]
**Explanation**: [Brief explanation of why this is an error]
---
RECURRING ISSUES
===============
[List patterns of errors that appear multiple times]
STYLE GUIDE COMPLIANCE CHECKLIST
==============================
✓ [Rule followed correctly]
✗ [Rule violated - with count of violations]
FINAL RECOMMENDATIONS
===================
[2-3 actionable suggestions for improving the draft]
```
## Style Guide Reference
The complete Every style guide is at `references/EVERY_WRITE_STYLE.md`. Key areas to focus on:
- **Quick Rules**: Title case for headlines, sentence case elsewhere
- **Tone**: Active voice, avoid overused words (actually, very, just), be specific
- **Numbers**: Spell out one through nine; use numerals for 10+
- **Punctuation**: Oxford commas, em dashes without spaces, proper quotation mark usage
- **Capitalization**: Lowercase job titles, company as singular (it), teams as plural (they)
- **Emphasis**: Italics only (no bold for emphasis)
- **Links**: 2-4 words, don't say "click here"
## Key Principles
- **Be specific**: Always quote the exact text with the error
- **Reference rules**: Cite the specific style guide rule for each correction
- **Maintain voice**: Preserve the author's voice while correcting errors
- **Prioritize clarity**: Focus on changes that improve readability
- **Be constructive**: Frame feedback to help writers improve
- **Flag ambiguous cases**: When style guide doesn't address an issue, explain options and recommend the clearest choice
## Common Areas to Focus On
Based on Every's style guide, pay special attention to:
- Punctuation (comma usage, semicolons, apostrophes, quotation marks)
- Capitalization (proper nouns, titles, sentence starts)
- Numbers (when to spell out vs. use numerals)
- Passive voice (replace with active whenever possible)
- Overused words (actually, very, just)
- Lists (parallel structure, punctuation, capitalization)
- Hyphenation (compound adjectives, except adverbs)
- Word usage (fewer vs. less, they vs. them)
- Company references (singular "it", teams as plural "they")
- Job title capitalization

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@@ -1,529 +0,0 @@
# Every Style Guide
## Quick-and-dirty Every style guide
Always use the following style guide, go though the items one by one and suggest edits.
- **Title case** for headlines, **sentence case** for everything else.
- Refer to **companies as singular** ("it" instead of "they" or "them") and teams or people within companies as plural ("they").
- Don't overuse "**actually**," "**very**," or "**just**" (they can almost always be deleted).
- When linking to another source, **hyperlink** between 2-4 words.
- You can generally **cut adverbs**.
- Watch out for **passive voice**—use active whenever possible.
- Spell out **numbers** one through nine. Spell out a number if it is the first word of a sentence, unless it's a year. Use numerals for numbers 10 and greater.
- You may use _italics_ for emphasis, but never **bold** or underline.
- **Image credits** in captions are italicized, like this: _Source: X/Name_ (if Twitter), _Source: Website name._
- Don't capitalize **job titles**.
- **Colons** determine capitalization rules. When a colon introduces an independent clause, the first word of that clause should be capitalized. When a colon introduces a dependent clause, the first word of the clause should not be capitalized.
- Use an **Oxford comma** for serialization (x, y, and z).
- Use a comma to separate **independent clauses** but not dependent clauses.
- Do not use a space after an **ellipsis**.
- Use an **em dash** (—) to set off a parenthetical statement. Do not put spaces around an em dash. Generally, don't use em dashes more than twice in a paragraph.
- Use **hyphens** in compound adjectives, with the exception of adverbs (i.e., words ending in "ly"). Example: fine-tuned vs. finely tuned.
- **Italicize titles** of books, newspapers, periodicals, movies, TV shows, and video games. Do not italicize "the" before _New York Times_ or "magazine" after _New York_.
- Identify people by their full names on first mention, last name thereafter. In newsletter and social media communications, use first names rather than last names.
- **Percentages** always use numerals, and spell out percent: 7 percent.
- **Numbers over three digits** take a comma: 1,000.
- Punctuation goes outside of a **parentheses** unless the text in parentheses is a full sentence, or there's a question or exclamation within the parenthetical.
- Place periods and commas inside **quotation marks**.
- Quotes within quotations should be placed in **single quotation marks** (' ').
- If the text preceding a quote **introduces the quote**, include a comma before the quote. If the text before the quote leads directly into the quote, don't include a comma. Capitalize the first letter in the quote when it's a full sentence or when following "said," "says," or other introductory language.
- Rather than "above" or "below," use terms like **"earlier," "later," "previously,"** etc.
- Rather than "over" or "under," use **"more" or "less"/"fewer"** when referring to numbers or quantities.
- Try to avoid slashes (like and/or), and use **hyphens** instead when needed.
- **Avoid starting sentences with "This,"** and be specific with what you're referring to.
- **Avoid starting sentences with "We have" or "We get,"** and instead, say directly what is happening.
- **Avoid cliches or jargon.**
- **Write out "times"** when referring to more powerful software: "two times faster." You can write "10x" in reference to the common trope.
- Use a **dollar sign** instead of writing out "dollars": $1 billion.
- **Identify most people** by company and/or job title: Stripe's Patrick McKenzie. (Exception: Mark Zuckerberg)
## Our grammar and mechanics
Every generally follows Merriam-Webster and the AP Stylebook.
### Abbreviations and acronyms
#### First Usage Rule
If there's a chance a reader won't recognize an abbreviation or acronym, then spell it out the first time. When you write out an entity's full name the first time, include an abbreviation in brackets if you plan to use it again: United States Air Force (USAAF). If the abbreviation is more common than the long form, then just use the short form (CMS, DVD, FTP).
#### Common Abbreviations
Abbreviate words, phrases, and titles that are almost always abbreviated in English: a.m., p.m., et al., i.e. and e.g. (both of which are followed by a comma), vs., etc.
#### Established Acronyms
Abbreviate firmly established shortened forms, acronyms, and similar abbreviations: AI, TV, UK, UN
#### Punctuation in Abbreviations
Set most abbreviations without points, though there are some exceptions: U.S.A., U.S., L.A., N.Y.C., D.C.
#### Plural Abbreviations
When forming plurals of abbreviations, add an s to those without points, an apostrophe and s to those with points: LLMs, TVs, Ph.D.'s, M.B.A.'s
#### Specific Abbreviations
Specific abbreviations: LGBTQIA+
#### Geography
Spell out cities and states in full. Include the state when referring to non-major cities or for specificity. Offset the state with commas: They were born in Paris, Texas, and moved to San Francisco in 1995.
#### Time Format
Spell out the day and the month, and separate them with a comma: Sunday, January 21
### Ampersands
#### Usage Rule
Avoid using them unless they're part of a proper noun or company name. Write out "and" instead. In the event of a joint byline, the same rule applies: She interned for the law firm of Wilson Sonsini Goodrich & Rosati. By Dan Shipper and Evan Armstrong
### Bold, italics, underline
#### Emphasis Guidelines
Italics may be used in rare cases for emphasis, especially if doing so will increase clarity. Bold and underline should not be used for emphasis: Hosting a meeting with all 20 team members *seemed* like a good idea, but the conversation quickly got out of hand.
### Buttons
#### Button Text
Use the sentence case in CTA buttons: Register for the course
### Bylines
#### Guest Author Biography
Pieces written by guest authors include a biography for the author at the bottom of the piece. If a piece was previously published, cite and link to the original source. Use italics: *Leo Polovets is a general partner at [Humba Ventures](https://humbaventures.com/), an early-stage deep tech fund in the Susa Ventures fund family. Before cofounding Susa and Humba, Leo spent 10 years as a software engineer. Previously, he was the second engineering hire at LinkedIn, among other roles. This piece was originally published [in his newsletter](https://www.codingvc.com/p/betting-on-deep-tech).*
#### Guest Author Introduction
Pieces written by guest authors also include an introduction from an Every staff member that identifies the author, their background, the subject of the piece, and why we recommend it. The introduction is signed by the staff member who wrote it. Use italics: *When I was coming up in tech, the conventional wisdom was that working at or investing in software companies was a great way to make money, while doing so with companies that took on scientific risk or produced hardware components were a wonderful way to lose every cent to your name. This has always struck me as, you know, wrong, which is why this piece by venture capitalist Leo Polovets resonated with me. He takes a data-driven approach to understanding how deep tech companies can produce superior financial returns. If you're on the fence with your career—perhaps facing temptation to do something relatively safe in B2B SaaS—take this piece as a rational encouragement to dream bigger. —[Evan](https://twitter.com/itsurboyevan)*
### Capitalization
#### General Rule
Use common sense. When in doubt, don't capitalize. Do not capitalize these words: website, internet, online, email, web3, custom instructions
#### Job Titles
Do not capitalize job titles, whether on their own or preceding names, unless they're very unusual: He accepted the position of director of business operations. Director of business operations Lucas Crespo manages Every's ad sales. Lucas Crespo, director of business operations, manages Every's ad sales. Chief Happiness Officer
#### Colons
Colons (:) determine capitalization rules. When a colon introduces: An independent clause, the first word of that clause should be capitalized. A dependent clause, the first word of the clause should not be capitalized.
#### Civic Titles
Capitalize civic titles only when they precede a name and function as a proper title: Secretary of State Antony Blinken. Lowercase such titles when they appear as a common noun: a senator (common noun), Senator Schumer (title preceding name), Chuck Schumer, senator from New York (common noun), New York senator Schumer (common noun used in apposition), the president, President Biden, former president Obama, the mayor, Mayor Adams, New York mayor Eric Adams
#### Academia
Capitalize course titles mentioned in text, and don't enclose them in quotation marks: She took Computer Science and Maximize Your Mind With ChatGPT. Lowercase the names of academic disciplines: One job requirement is a master's in computer science.
#### Geography Names
Lowercase the initial the in place names and in the names of bands, bars, restaurants, hotels, products, and the like: the Netherlands, the Pixies, the Pentagon
### Captions
#### Caption Format
Capitalize the first word of a caption, and end with a period, whether or not the body of the caption is a full sentence.
#### Identifying Names
When a caption consists of nothing but an identifying name, however, omit the end punctuation. If the identifying caption includes any language beyond just a name, though, use the final punctuation: Dan Shipper. Dan Shipper, Every CEO.
#### Image Credits
When a caption includes an image credit, the credit should be formatted as DALL-E/Every illustration.
### Commas
#### Serial Comma
Use the serial or Oxford comma before the conjunction in a series: x, y, and z
#### Independent vs Dependent Clauses
Use a comma to separate independent clauses but not dependent clauses: He helped trouble-shoot an issue, and she wrote code. She signed up for Every and became a subscriber.
#### Restrictive Elements
Set off nonrestrictive elements with commas; don't set off restrictive elements. The most frequent example is the that/which difference: The piece, which garnered 15,000 readers, is one of Every's most successful. The piece that garnered 15,000 readers is one of Every's most successful.
#### Too Usage
Include a comma before "too" when used to mean "in addition." Don't use a comma when "too" refers to the subject of the sentence: I ate a bowl of ice cream. I had a cookie, too. You're a cat person? I am too.
#### Names
Don't include commas before "Jr." or "Sr.": Hank Aaron Jr.
#### Repetition
Don't include commas before words repeated for emphasis: It's what makes you you.
#### General Comma Usage
Otherwise, follow common sense with commas. Read the sentence out loud. If you need to take a breath, use a comma.
### Dates
#### Date Formats
Write dates as follows: April 13, 2018, The 19th of April was a nice day, March 2020, Thanksgiving 2023, summer 1999, the years 198085
#### Decades
When referring to a decade, write out the full year numerically at first mention and abbreviate on the second: She was born in the 1980s. The '80s was a wild decade.
### Ellipses
#### Usage
Use ellipses (…) to show that you're omitting words or trailing off before the end of a thought. Don't use an ellipsis for emphasis or drama. Don't use ellipses in titles or headers, nor when you should be using a colon (a list is to follow). There is no space before an ellipsis, and one space after… like this.
### Em dashes
#### Usage and Spacing
Use an em dash ( — ) for a true break or to set off a parenthetical statement. Do not put spaces around them. Try not to use em dashes more than twice in a paragraph. Don't use hyphens in place of an em dash: It's an anxious time to be an independent bookseller—but a recent upswing in sales is cause for optimism.
### En dash
#### Usage
Use them in compound adjectives, compound noun constructions, or when indicating spans or ranges: 5°C10°C, from 10 a.m.2 p.m., January 2019November 2020, TexasMexico border, thenVP of engineering
### Filenames
#### File Types
When referring to a file type, use the appropriate acronym in all caps: GIF, PDF
#### Specific Files
When referring to a specific file, specify the filename followed by a period and the file type, all lowercase: important-graph.jpg
### Headlines
#### Title Case
Use title case for headlines. Use sentence case for subtitles and subheadings. Capitalize important words — everything but articles, conjunctions (for, and, nor, but, or, yet, so), and prepositions under four letters — in headings. Capitalize the first word only in subtitles and subheadings.
#### Prepositions
Capitalize short prepositions that form an integral part of a verb: Growing Up in China
#### Internal Punctuation
Capitalize all words following an internal punctuation mark: My Company Died — Learn From My Mistakes
#### First and Last Words
The first and last words of a headline are capitalized, no matter their parts of speech. Don't use punctuation in a title unless it's a question or exclamatory sentence.
#### Handwritten Letters
Headlines include one handwritten letter: The Secret [F]ather of Modern Computing
#### Subheadings
In general, start with h2 heading size and go smaller as needed for subheads. Some things to keep in mind: make sure that the hed doesn't run on too long (or onto a second line), or look out of place on the page. If it does, go smaller. For interview questions, use h5 heading size.
### Hyphens
#### Compound Adjectives
Use hyphens in compound adjectives, with the exception of adverbs (words ending in "-ly" or modifying a verb). A compound adjective that contains another compound adjective calls for an en dash: first-time founder, state-of-the-art design, open-source project, Pulitzer Prizewinning novelist, newly released program
#### Post-Noun Usage
Don't use hyphens when the compound adjective is placed after the noun it modifies or when the adjective is made up of nouns: The team is world class. video game console, The feature is first of its kind. toilet paper roll
#### Suspended Hyphens
Use a suspended hyphen for multiple hyphenated compounds or words: NewYork- and San Francisco-based company, university-owned and -operated bookstore
#### Percentages and Amounts
Hyphenation is usually unnecessary when expressing percentage, degree, or dollar amounts in figures: a 50 percent decline, $50 billion investment. But: a 50- to 60-percent decline, a $1-million-a-month burn rate
#### Fractions
Use hyphens in fractions, no matter their part of speech: three-fourths of the team, a share of one-third, one-third the size, a three-fourths share, one-third slower
### Italics
#### Titles
Italicize titles of books, newspapers, periodicals, movies, TV shows, and video games, with the following rules: If a magazine title must be followed by "magazine" to distinguish it from other publications, do not italicize "magazine" unless it is formally included in the title: *New York* magazine vs. *The New York Times Magazine*. For magazine titles, italicize the article if it is a formal part of the title: *The New Yorker*. For newspapers, do not italicize the article: the *New York Times*
#### Short Works
Titles of short works (poems, songs, TV episodes, book chapters) take quotation marks.
#### Punctuation After Italics
Do not italicize punctuation that follows an italicized term: Stewart Brand published the first issue of his seminal magazine, the *Whole Earth Catalogue*, in 1968. Which earned more at the box office, *Barbie* or *Oppenheimer*?
#### Websites
Italicize a website's title if it is also the name of a print newspaper or magazine. Otherwise, leave it unitalicized.
### Linking
#### Link Guidelines
Provide a link when referring to a website. Don't capitalize links or words within links, and don't say things like "Click here!" or "Click for more information." Write the sentence as you normally would, and link relevant keywords.
#### Link Text Length
Include only links you need and make the links as useful as possible. Keep the link text short, ideally two to four words. But not too short: Just one word can be difficult to click or tap on, especially if you're reading on a phone.
#### URL Format
URLs included in print should appear as is (i.e., not shortened by a URL shortener). The URL should be all lowercase, unless adding camel caps would increase readability. Don't include "www." or anything preceding it: You can read more on every.to. She's the founder of GetOutTheVoteNewYork.com.
### Lists
#### Usage
Use lists to present groups of information. Only number lists when order is important (describing steps of a process).
#### Numbering Format
Preferred format of lists is: 1., not 1)
#### Punctuation in Lists
If one of the list items is a complete sentence, use punctuation on all of the items. Otherwise, don't use punctuation in lists: 1. Enter your email. 2. Input your credit card information.
#### Numbered Lists
If the items are numbered, a period follows the numeral and each item begins with a capital letter.
#### Bulleted Lists
Don't use numbers when the list's order doesn't matter: Here are some chatbots that we created for the course: Hidden Premise Finder, Reflective Coach, Motivational Interviewing
### Naming
#### Name References
Identify people by their full names on first mention, last name thereafter. In newsletter and social media communications, use first names rather than last names.
#### Special Titles
By convention, the sitting U.S. president, active senior religious leaders, and living royalty should be referred to as Title (Last)Name: Pope Francis, John Paul II, King Charles, Elizabeth II, President Biden (but Donald Trump), Rishi Sunak, Dr. Jill Biden (not First Lady Biden), Mike Johnson (not Speaker Johnson or Congressman Johnson), Madonna, Andre the Giant
### Numbers
#### Spelling Out Numbers
Spell out one through nine and first through ninth, and spell out a number if it's the first word of a sentence. Use numerals below 10 only if decimal accuracy is required (5.6 miles) or for currency ($8), or when writing whole numbers greater than a million (4 million). Figures are also used when an abbreviation or symbol is used as the unit of measure: 75 mph, 15 km, 6'3", -40º Celsius
#### Percentages
Percentages always use numerals and spell out "percent": 7 percent
#### Ages
Ages always use numerals: He had a 5-year-old daughter.
#### Bitcoin
Write "bitcoin" for the generic currency but "bitcoins" for quantities of them: Since the company began accepting bitcoin, it has raked in over 1,000 bitcoins.
#### Other Figure Usage
There are a few more exceptions. Use figures for the following: the 1990s or the '90s, 70 degrees, chapter 16
#### Time of Day
Expressions of the time of day — even, half, and quarter hours, for example — may be spelled out. If you want to indicate the hour more specifically or to emphasize exactness, figures are used: ten o'clock, Eight-thirty, quarter past nine, 11:37 p.m., the 10:15 standup, Dan scheduled the meeting for 9:00 a.m. sharp.
#### Starting Sentences
Spell out any number that starts a sentence, unless it's a year. (Alternatively, revise the sentence so it doesn't start with a number.) Hyphens should be used in spelled-out numbers to join parts of a two-digit number: Twenty-five engineers joined the company in January. Ten thousand five hundred people signed up in a single day. 2020 was a tough year.
#### Commas in Numbers
Except in years, use a comma to separate 000's: 1,440,434. Numbers over three digits take commas: 1,000
#### Charts and Tables
Use figures for all numbers in charts and tables.
#### Ratios
Ratios are spelled out without hyphens: one in five, or one in 20.
### Parentheses
#### Usage
Use them only when the clause or phrase is non-essential, or when used for clarification or as an editorial aside: The investigation revealed groundbreaking information (though it has yet to be widely publicized). Please include the following information (if available)
#### Punctuation Placement
Punctuation goes outside of the parentheses unless the text in parentheses is a full sentence, or there's a question or exclamation within the parenthetical: How many hours per week do your developers spend on maintenance (i.e., debugging, refactoring, modifying)? She wondered if the world was out to get her. (Don't we all?)
### Plurals
#### Names Ending in S
For singular names and words that end in s, add 's, not just an apostrophe: Leo Polovets's fund, Paris's bridges
#### Entities Ending in S
For entities that end in s, add an 's as well: the New York Times's readers
#### Plural Names
For plural names and words, add just an apostrophe: the Williamses' farm, the Joneses' printer
#### Plural Words Not Ending in S
For plural words that don't end in s, treat them like singular nouns: men's, women's, children's
#### Figures and Characters
Use an apostrophe and s to form the plural of figures, lowercase characters, and symbols: two o's, two k's, and two e's in bookkeeper (but the three Rs; the five Ws), five @'s, a fleet of 747B's, stolen .22's
#### Exceptions
There are some exceptions: the 2000s, a woman in her 20s, temperature in the 70s, a fleet of 747s
### Pronouns
#### Singular They
Use the singular "they" (not "he or she") when making a gender-neutral statement. Use "it" for companies and brands: If a team member is feeling burnt out, consider how you can help support them. The company released its new product on Monday.
#### Pronoun References
Use the terms "he/him pronouns" and "she/her pronouns" when referring to a person's pronouns, not "male pronouns" and "female pronouns." Avoid the term "preferred pronouns."
### Proper nouns and names
#### Every Capitalization
"Every" is always capitalized. The only times Every appears in lowercase are in social media handles and URLs.
#### Geography
Capitalize place names, but use lowercase for general directions or regions: the East (world and U.S.), the West (world and U.S.), the South, the North, Western United States, Southeast Asia, Northern Hemisphere, eastern Long Island, the Bay Area, Westerner, Easterner, Northerner, Southerner, the Midwest, Midwestern, Southwestern (referring to style of art), southwestern (all other uses), Western Europe, Eastern Europe, southern California, northern California, west Texas, east Tennessee, south Florida, the South of France, Continental Europe, Washington State
#### Neighborhoods
Neighborhood nicknames are also capitalized: Midtown, Soho, Tribeca, the Tenderloin
#### Earth
Capitalize Earth when writing about it as a planet ("Venus, Mars, and Earth"), but lowercase in phrases like "salt of the earth."
#### Initials in Names
For proper names written with initials, use periods and no spaces: E.L. James, J.K. Simmons, J.Crew. But when the initials comprise the whole name, no periods are used (FDR, DFW).
### Punctuation
#### Exclamation Points
Use exclamation points sparingly. Seriously! (Unless you're quoting someone.) Use emojis with discretion.
### Quotation marks
#### Basic Usage
Spoken text should be placed in double quotation marks (" "). Quotes within quotations should be placed in single quotation marks (' '): "He told me, 'That's a fantastic idea.'" "You may find it hard to prioritize the 'I got problems' meeting at first."
#### Tense Usage
Use the present tense when the quote was spoken directly to the author. Use the past tense when the quote is a recollection or happened at a specific time in the past. Treat thoughts the same way: "That was a long day," she recalls. She remembers the frustrations of that day well. It began when her manager said, "I'm afraid we've got trouble." I thought, "What's next?"
#### Punctuation Placement
Place periods and commas inside quotation marks. If a question mark or exclamation mark is part of the quote, place it within the quotation marks. If the question or exclamation refers to the quote itself, place the punctuation outside of the quote: She asked, "Who else is taking the week of Christmas off?" Who said, "To thine own self be true"?
#### Introducing Quotes
If the text preceding a quote introduces the quote, include a comma before the quote. If the text before the quote leads directly into the quote, don't include a comma. Capitalize the first letter in the quote when it's a full sentence or when following "said," "says," or other introductory language. Generally avoid using a colon to introduce a quote unless it's more than two sentences long: When doing strategic planning for the year, "it's important to carve out time to solicit everyone' feedback," she says. Every's mission is "to feed the minds and hearts of the people who build the internet," says Shipper. He recalls, "We had no choice but to start from scratch."
#### Multi-Paragraph Quotes
When a quote continues across multiple paragraphs, the quote is left open at the end of each paragraph. A new open-quote mark is to start the next paragraph, only closing the quote when the full quote is finished: Guillermo has noticed developers at Vercel becoming more full stack. "I think it's an important asset to have. They can bring context, data, copywriting into their creations that otherwise would have required chatting with other people and crowdsourcing ideas. "The trend has been away from the implementation detail, which is the code, and toward the end goal, which is to deliver a great product or a great experience."
#### Edited Text
Use square brackets to indicate edited text in a quote. Keep text in square brackets to a minimum—use only when the edit would increase clarity and comprehension or add necessary context. If you need to place an entire sentence in square brackets, it's probably better to paraphrase: "It was difficult [to prioritize addressing tech debt] because we had so many features to work on."
#### Block Quotes
Use block quotes when a quotation is more than four lines long. Introduce it with a colon, and include quotation marks.
### References to other parts of the text
#### Directional References
Rather than "above" or "below," use terms like "earlier," "later," "previously," etc.: As I mentioned earlier,
### Semicolons
#### Usage Guidelines
Go easy on semicolons. When appropriate, use an em dash ( — ) instead, or simply start a new sentence. Never use a semicolon in site or email copy.
### Slashes
#### Usage
Try to avoid them, and minimize constructions like "and/or." Use hyphens instead when needed. However, slashes should always be used when referring to an individual's pronouns: We needed all of our designers and illustrators to sign the contract. She's an accomplished singer-songwriter. they/them pronouns, We had a team of 20 engineers and developers.
### Spelling
#### American Spelling
Use American spellings (i.e., color, not colour).
#### Unconventional Spellings
Do not follow unconventional or artistic spellings of names, products, and corporations: Questlove (not ?uestlove), Kesha (not Ke$ha), India Arie (not India.Arie), E.E. Cummings (not e e cummings), Kiss (not KISS), Adidas (not adidas), Yahoo (not Yahoo!)
#### Common Exceptions
The common exceptions are: ChatGPT, WhatsApp, iPod, iPhone, iMac, etc., TikTok, eBay, PayPal, BuzzFeed
### Time zones
#### Abbreviations
Abbreviate time zones within the continental United States, and spell out the rest: Eastern Time (ET), Central Time (CT), Mountain Time (MT), Pacific Time (PT)
### Usage
#### Collective Nouns
Collective nouns can be construed as plural if you want to emphasize the individuals forming the group, but most often they should be treated as singular. Subsequent pronouns should agree with the verb tense chosen. The Every trivia squad is considered one of the league's strongest teams. But: The lucky trio are collecting their Amazon gift cards. The Grammys are coming to Los Angeles.
#### Fewer vs Less
Use "fewer" instead of "less" with nouns for countable objects and concepts. Don't use "over" or "under" when referring to numbers or quantities: Fewer than seven days remain until the quarter ends. In less than an hour, more than an inch of rain fell.
#### Overused Words
Don't overuse "actually," "very," or "just" (they can almost always be deleted).
### Word and phrase bank
#### Standard Terms
add on (verb), add-on (noun, adjective), back end (noun), back-end (adjective), beta (lowercase unless it's part of a proper noun), cofounder, Covid-19, coworker, double-click, drop-down, e-commerce, front end (noun), front-end (adjective), geolocation, hashtag, homepage, large language model, login (noun, adjective), log in (verb), millennial, nonprofit, Online, open source, open-source software, opt in (verb), opt-in (noun, adjective), pop-up (noun, adjective), pop up (verb), signup (noun, adjective), sign up (verb), startup, sync, username, URL (always uppercase), web3, well-being, WiFi, workspace