Installation

Install with CLI Recommended
gh skills-hub install eval-driven-dev

Don't have the extension? Run gh extension install samueltauil/skills-hub first.

Download and extract to your repository:

.github/skills/eval-driven-dev/

Extract the ZIP to .github/skills/ in your repo. The folder name must match eval-driven-dev for Copilot to auto-discover it.

Skill Files (8)

SKILL.md 23.6 KB
---
name: eval-driven-dev
description: >
  Set up eval-based QA for Python LLM applications: instrument the app, build golden datasets,
  write and run eval tests, and iterate on failures.
  ALWAYS USE THIS SKILL when the user asks to set up QA, add tests, add evals,
  evaluate, benchmark, fix wrong behaviors, improve quality, or do quality assurance for any Python project that calls an LLM model.
license: MIT
compatibility: Python 3.11+
metadata:
  version: 0.2.0
---

# Eval-Driven Development for Python LLM Applications

You're building an **automated QA pipeline** that tests a Python application end-to-end — running it the same way a real user would, with real inputs — then scoring the outputs using evaluators and producing pass/fail results via `pixie test`.

**What you're testing is the app itself** — its request handling, context assembly (how it gathers data, builds prompts, manages conversation state), routing, and response formatting. The app uses an LLM, which makes outputs non-deterministic — that's why you use evaluators (LLM-as-judge, similarity scores) instead of `assertEqual` — but the thing under test is the app's code, not the LLM.

**What's in scope**: the app's entire code path from entry point to response — never mock or skip any part of it. **What's out of scope**: external data sources the app reads from (databases, caches, third-party APIs, voice streams) — mock these to control inputs and reduce flakiness.

**The deliverable is a working `pixie test` run with real scores** — not a plan, not just instrumentation, not just a dataset.

This skill is about doing the work, not describing it. Read code, edit files, run commands, produce a working pipeline.

---

## Before you start

Run the following to keep the skill and package up to date. If any command fails or is blocked by the environment, continue — do not let failures here block the rest of the workflow.

**Update the skill:**

```bash
npx skills update
```

**Upgrade the `pixie-qa` package**

Make sure the python virtual environment is active and use the project's package manager:

```bash
# uv project (uv.lock exists):
uv add pixie-qa --upgrade

# poetry project (poetry.lock exists):
poetry add pixie-qa@latest

# pip / no lock file:
pip install --upgrade pixie-qa
```

---

## The workflow

Follow Steps 1–5 straight through without stopping. Do not ask the user for confirmation at intermediate steps — verify each step yourself and continue.

**Two modes:**

- **Setup** ("set up evals", "add tests", "set up QA"): Complete Steps 1–5. After the test run, report results and ask whether to iterate.
- **Iteration** ("fix", "improve", "debug"): Complete Steps 1–5 if not already done, then do one round of Step 6.

If ambiguous: default to setup.

---

### Step 1: Understand the app and define eval criteria

Read the source code to understand:

1. **How it runs** — entry point, startup, config/env vars
2. **The real entry point** — how a real user invokes the app (HTTP endpoint, CLI, function call). This is what the eval must exercise — not an inner function that bypasses the request pipeline.
3. **The request pipeline** — trace the full path from entry point to response. What middleware, routing, state management, prompt assembly, retrieval, or formatting happens along the way? All of this is under test.
4. **External dependencies (both directions)** — identify every external system the app talks to (databases, APIs, caches, queues, file systems, speech services). For each, understand:
   - **Data flowing IN** (external → app): what data does the app read from this system? What shapes, types, realistic values? You'll make up this data for eval scenarios.
   - **Data flowing OUT** (app → external): what does the app write, send, or mutate in this system? These are side-effects that evaluations may need to verify (e.g., "did the app create the right calendar entry?", "did it send the correct transfer request?").
   - **How to mock it** — look for abstract base classes, protocols, or constructor-injected backends (e.g., `TranscriptionBackend`, `SynthesisBackend`, `StorageBackend`). These are testability seams — you'll create mock implementations of these interfaces. If there's no clean interface, you'll use `unittest.mock.patch` at the module boundary.
5. **Use cases** — distinct scenarios, what good/bad output looks like

Read `references/understanding-app.md` for detailed guidance on mapping data flows and the MEMORY.md template.

Write your findings to `pixie_qa/MEMORY.md` before moving on. Include:

- The entry point and the full request pipeline
- Every external dependency, what it provides/receives, and how you'll mock it
- The testability seams (pluggable interfaces, patchable module-level objects)

Determine **high-level, application-specific eval criteria**:

**Good criteria are specific to the app's purpose.** Examples:

- Voice customer support agent: "Does the agent verify the caller's identity before transferring?", "Are responses concise enough for phone conversation (under 3 sentences)?", "Does the agent route to the correct department based on the caller's request?"
- Research report generator: "Does the report address all sub-questions in the query?", "Are claims supported by the retrieved sources?", "Is the report structured with clear sections?"
- RAG chatbot: "Are answers grounded in the retrieved context?", "Does it say 'I don't know' when the context doesn't contain the answer?"

**Bad criteria are generic evaluator names dressed up as requirements.** Don't say "Factual accuracy" or "Response relevance" — say what factual accuracy or relevance means for THIS app.

At this stage, don't pick evaluator classes or thresholds. That comes later in Step 5, after you've seen the real data shape.

Record the criteria in `pixie_qa/MEMORY.md` and continue.

> **Checkpoint**: MEMORY.md written with app understanding + eval criteria. Proceed to Step 2.

---

### Step 2: Instrument and observe a real run

**Why this step**: You need to see the actual data flowing through the app before you can build anything. This step serves two goals:

1. **Learn the data shapes** — what data flows in from external dependencies, and what side-effects flow out? What types, structures, realistic values? You'll need to make up this data for eval scenarios later.
2. **Verify instrumentation captures what evaluators need** — do the traces contain the data required to assess each eval criterion from Step 1? If a criterion is "does the agent route to the correct department," the trace must capture the routing decision.

**This is a normal app run with instrumentation — no mocks, no patches.**

#### 2a. Decide what to instrument

This is a reasoning step, not a coding step. Look at your eval criteria from Step 1 and your understanding of the codebase, and determine what data the evaluators will need:

- **For each eval criterion**, ask: what observable data would prove this criterion is met or violated?
- **Map that data to code locations** — which functions produce, consume, or transform that data?
- **Those functions need `@observe`** — so their inputs and outputs are captured in traces.

Examples:

| Eval criterion                             | Data needed                                        | What to instrument                                           |
| ------------------------------------------ | -------------------------------------------------- | ------------------------------------------------------------ |
| "Routes to correct department"             | The routing decision (which department was chosen) | The routing/dispatch function                                |
| "Responses grounded in retrieved context"  | The retrieved documents + the final response       | The retrieval function AND the response function             |
| "Verifies caller identity before transfer" | Whether identity check happened, transfer decision | The identity verification function AND the transfer function |
| "Concise phone-friendly responses"         | The final response text                            | The function that produces the LLM response                  |

**LLM provider calls (OpenAI, Anthropic, etc.) are auto-captured** — `enable_storage()` activates OpenInference instrumentors that automatically trace every LLM API call with full input messages, output messages, token usage, and model parameters. You do NOT need `@observe` on the function that calls `client.chat.completions.create()` just to see the LLM interaction.

**Use `@observe` for application-level functions** whose inputs, outputs, or intermediate states your evaluators need but that aren't visible from the LLM call alone. Examples: the app's entry-point function (to capture what the user sent and what the app returned), retrieval functions (to capture what context was fetched), routing functions (to capture dispatch decisions).

`enable_storage()` goes at application startup. Read `references/instrumentation.md` for the full rules, code patterns, and anti-patterns for adding instrumentation.

#### 2b. Add instrumentation and run the app

Add `@observe` to the functions you identified in 2a. Then run the app normally — with its real external dependencies, or by manually interacting with it — to produce a **reference trace**. Do NOT mock or patch anything. This is an observation run.

If the app can't run without infrastructure you don't have (a real database, third-party service credentials, etc.), use the simplest possible approach to get it running — a local Docker container, a test account, or ask the user for help. The goal is one real trace.

```bash
uv run pixie trace list
uv run pixie trace last
```

#### 2c. Examine the reference trace

Study the trace data carefully. This is your blueprint for everything that follows. Document:

1. **Data from external dependencies (inbound)** — What did the app read from databases, APIs, caches? What are the shapes, types, and realistic value ranges? This is what you'll make up in eval_input for the dataset.
2. **Side-effects (outbound)** — What did the app write to, send to, or mutate in external systems? These need to be captured by mocks and may be part of eval_output for verification.
3. **Intermediate states** — What did the instrumentation capture beyond the final output? Tool calls, retrieved documents, routing decisions? Are these sufficient to evaluate every criterion from Step 1?
4. **The eval_input / eval_output structure** — What does the `@observe`-decorated function receive as input and produce as output? Note the exact field names, types, and nesting.

**Check instrumentation completeness**: For each eval criterion from Step 1, verify the trace contains the data needed to evaluate it. If not, add more `@observe` decorators and re-run.

**Do not proceed until you understand the data shape and have confirmed the traces capture everything your evaluators need.**

> **Checkpoint**: Instrumentation added based on eval criteria. Reference trace captured with real data. For each criterion, confirm the trace contains the data needed to evaluate it. Proceed to Step 3.

---

### Step 3: Write a utility function to run the full app end-to-end

**Why this step**: You need a function that test cases can call. Given an eval_input (app input + mock data for external dependencies), it starts the real application with external dependencies patched, sends the input through the app's real entry point, and returns the eval_output (app response + captured side-effects).

#### The contract

```
run_app(eval_input) → eval_output
```

- **eval_input** = application input (what the user sends) + data from external dependencies (what databases/APIs would return)
- **eval_output** = application output (what the user sees) + captured side-effects (what the app wrote to external systems, captured by mocks) + captured intermediate states (tool calls, routing decisions, etc., captured by instrumentation)

#### How to implement

1. **Patch external dependencies** — use the mocking plan from Step 1 item 4. For each external dependency, either inject a mock implementation of its interface (cleanest) or `unittest.mock.patch` the module-level client. The mock returns data from eval_input and captures side-effects for eval_output.

2. **Call the app through its real entry point** — the same way a real user or client would invoke it. Look at how the app is started: if it's a web server (FastAPI, Flask), use `TestClient` or HTTP requests. If it's a CLI, use subprocess. If it's a standalone function with no server or middleware, import and call it directly.

3. **Collect the response** — the app's output becomes eval_output, along with any side-effects captured by mock objects.

Read `references/run-harness-patterns.md` for concrete examples of entry point invocation for different app types.

**Do NOT call an inner function** like `agent.respond()` directly just because it's simpler. The whole point is to test the app's real code path — request handling, state management, prompt assembly, routing. When you call an inner function directly, you skip all of that, and the test has to reimplement it. Now you're testing test code, not app code.

#### Verify

Take the eval_input from your Step 2 reference trace and feed it to the utility function. The outputs won't match word-for-word (non-deterministic), but verify:

- **Same structure** — same fields present, same types, same nesting
- **Same code path** — same routing decisions, same intermediate states captured
- **Sensible values** — eval_output fields have real, meaningful data (not null, not empty, not error messages)

**If it fails after two attempts**, stop and ask the user for help.

> **Checkpoint**: Utility function implemented and verified. When fed the reference trace's eval_input, it produces eval_output with the same structure and exercises the same code path. Proceed to Step 4.

---

### Step 4: Build the dataset

**Why this step**: The dataset is a collection of eval_input items (made up by you) that define the test scenarios. Each item may also carry case-specific expectations. The eval_output is NOT pre-populated in the dataset — it's produced at test time by the utility function from Step 3.

#### 4a. Determine verification and expectations

Before generating data, decide how each eval criterion from Step 1 will be checked.

**Examine the reference trace from Step 2** and identify:

- **Structural constraints** you can verify with code — JSON schema, required fields, value types, enum ranges, string length bounds. These become validation checks on your generated eval_inputs.
- **Semantic constraints** that require judgment — "the mock customer profile should be realistic", "the conversation history should be topically coherent". Apply these yourself when crafting the data.
- **Which criteria are universal vs. case-specific**:
  - **Universal criteria** apply to ALL test cases the same way → implement in the test function (e.g., "responses must be under 3 sentences", "must not hallucinate information not in context")
  - **Case-specific criteria** vary per test case → carry as `expected_output` in the dataset item (e.g., "should mention the caller's appointment on Tuesday", "should route to billing department")

#### 4b. Generate eval_input items

Create eval_input items that match the data shape from the reference trace:

- **Application inputs** (user queries, requests) — make these up to cover the scenarios you identified in Step 1
- **External dependency data** (database records, API responses, cache entries) — make these up in the exact shape you observed in the reference trace

Each dataset item contains:

- `eval_input`: the made-up input data (app input + external dependency data)
- `expected_output`: case-specific expectation text (optional — only for test cases with expectations beyond the universal criteria). This is a reference for evaluation, not an exact expected answer.

At test time, `eval_output` is produced by the utility function from Step 3 and is not stored in the dataset itself.
Read `references/dataset-generation.md` for the dataset creation API, data shape matching, expected_output strategy, and validation checklist.

#### 4c. Validate the dataset

After building:

1. **Execute `build_dataset.py`** — don't just write it, run it
2. **Verify structural constraints** — each eval_input matches the reference trace's schema (same fields, same types)
3. **Verify diversity** — items have meaningfully different inputs, not just minor variations
4. **Verify case-specific expectations** — `expected_output` values are specific and testable, not vague
5. For conversational apps, include items with conversation history

> **Checkpoint**: Dataset created with diverse eval_inputs matching the reference trace's data shape. Proceed to Step 5.

---

### Step 5: Write and run eval tests

**Why this step**: With the utility function built and the dataset ready, writing tests is straightforward — wire up the function, choose evaluators for each criterion, and run.

#### 5a. Map criteria to evaluators

For each eval criterion from Step 1, decide how to evaluate it:

- **Can it be checked with a built-in evaluator?** (factual correctness → `FactualityEval`, exact match → `ExactMatchEval`, RAG faithfulness → `FaithfulnessEval`)
- **Does it need a custom evaluator?** Most app-specific criteria do — use `create_llm_evaluator` with a prompt that operationalizes the criterion.
- **Is it universal or case-specific?** Universal criteria go in the test function. Case-specific criteria use `expected_output` from the dataset.

For open-ended LLM text, **never** use `ExactMatchEval` — LLM outputs are non-deterministic.

`AnswerRelevancyEval` is **RAG-only** — it requires a `context` value in the trace. Returns 0.0 without it. For general relevance without RAG, use `create_llm_evaluator` with a custom prompt.

Read `references/eval-tests.md` for the evaluator catalog, custom evaluator examples, and the test file boilerplate.

#### 5b. Write the test file and run

The test file wires together: a `runnable` (calls your utility function from Step 3), a reference to the dataset, and the evaluators you chose.

Read `references/eval-tests.md` for the exact `assert_dataset_pass` API, required parameter names, and common mistakes to avoid. **Re-read the API reference immediately before writing test code** — do not rely on earlier context.

Run with `pixie test` — not `pytest`:

```bash
uv run pixie test pixie_qa/tests/ -v
```

**After running, verify the scorecard:**

1. Shows "N/M tests passed" with real numbers
2. Does NOT say "No assert_pass / assert_dataset_pass calls recorded" (that means missing `await`)
3. Per-evaluator scores appear with real values

A test that passes with no recorded evaluations is worse than a failing test — it gives false confidence. Debug until real scores appear.

> **Checkpoint**: Tests run and produce real scores.
>
> - **Setup mode**: Report results ("QA setup is complete. Tests show N/M passing.") and ask: "Want me to investigate the failures and iterate?" Stop here unless the user says yes.
> - **Iteration mode**: Proceed directly to Step 6.
>
> If the test errors out (import failures, missing keys), that's a setup bug — fix and re-run. But if tests produce real pass/fail scores, that's the deliverable.

---

### Step 6: Investigate and iterate

**Iteration mode only, or after the user confirmed in setup mode.**

When tests fail, understand _why_ — don't just adjust thresholds until things pass.

Read `references/investigation.md` for procedures and root-cause patterns.

The cycle: investigate root cause → fix (prompt, code, or eval config) → rebuild dataset if needed → re-run tests → repeat.

---

## Quick reference

### Imports

```python
from pixie import enable_storage, observe, assert_dataset_pass, ScoreThreshold, last_llm_call
from pixie import FactualityEval, ClosedQAEval, create_llm_evaluator
```

Only `from pixie import ...` — never subpackages (`pixie.storage`, `pixie.evals`, etc.). There is no `pixie.qa` module.

### CLI commands

```bash
uv run pixie test pixie_qa/tests/ -v    # Run eval tests (NOT pytest)
uv run pixie trace list                 # List captured traces
uv run pixie trace last                 # Show most recent trace
uv run pixie trace show <id> --verbose  # Show specific trace
uv run pixie dataset create <name>      # Create a new dataset
```

### Directory layout

```
pixie_qa/
  MEMORY.md      # your understanding and eval plan
  datasets/      # golden datasets (JSON)
  tests/         # eval test files (test_*.py)
  scripts/       # run_app.py, build_dataset.py
```

All pixie files go here — not at the project root, not in a top-level `tests/` directory.

### Key concepts

- **eval_input** = application input + data from external dependencies
- **eval_output** = application output + captured side-effects + captured intermediate states (produced at test time by the utility function, NOT pre-populated in the dataset)
- **expected_output** = case-specific evaluation reference (optional per dataset item)
- **test function** = utility function (produces eval_output) + evaluators (check criteria)

### Evaluator selection

| Output type                           | Evaluator                                             | Notes                                                            |
| ------------------------------------- | ----------------------------------------------------- | ---------------------------------------------------------------- |
| Open-ended text with reference answer | `FactualityEval`, `ClosedQAEval`                      | Best default for most apps                                       |
| Open-ended text, no reference         | `AnswerRelevancyEval`                                 | **RAG only** — needs `context` in trace. Returns 0.0 without it. |
| Deterministic output                  | `ExactMatchEval`, `JSONDiffEval`                      | Never use for open-ended LLM text                                |
| RAG with retrieved context            | `FaithfulnessEval`, `ContextRelevancyEval`            | Requires context capture in instrumentation                      |
| Domain-specific quality               | `create_llm_evaluator(name=..., prompt_template=...)` | Custom LLM-as-judge — use for app-specific criteria              |

### What goes where: SKILL.md vs references

**This file** (SKILL.md) is loaded for the entire session. It contains the _what_ and _why_ — the reasoning, decision-making process, goals, and checkpoints for each step.

**Reference files** are loaded when executing a specific step. They contain the _how_ — tactical API usage, code patterns, anti-patterns, troubleshooting, and ready-to-adapt examples.

When in doubt: if it's about _deciding what to do_, it's in SKILL.md. If it's about _how to implement that decision_, it's in a reference file.

### Reference files

| Reference                            | When to read                                                                       |
| ------------------------------------ | ---------------------------------------------------------------------------------- |
| `references/understanding-app.md`    | Step 1 — investigating the codebase, MEMORY.md template                            |
| `references/instrumentation.md`      | Step 2 — `@observe` and `enable_storage` rules, code patterns, anti-patterns       |
| `references/run-harness-patterns.md` | Step 3 — examples of how to invoke different app types (web server, CLI, function) |
| `references/dataset-generation.md`   | Step 4 — crafting eval_input items, expected_output strategy, validation           |
| `references/eval-tests.md`           | Step 5 — evaluator selection, test file pattern, assert_dataset_pass API           |
| `references/investigation.md`        | Step 6 — failure analysis, root-cause patterns                                     |
| `references/pixie-api.md`            | Any step — full CLI and Python API reference                                       |
references/
dataset-generation.md 9.7 KB
# Dataset Generation

This reference covers Step 4 of the eval-driven-dev process: creating the eval dataset.

For full `DatasetStore`, `Evaluable`, and CLI command signatures, see `references/pixie-api.md` (Dataset Python API and CLI Commands sections).

---

## What a dataset contains

A dataset is a collection of `Evaluable` items. Each item has:

- **`eval_input`**: Made-up application input + data from external dependencies. This is what the utility function from Step 3 feeds into the app at test time.
- **`expected_output`**: Case-specific evaluation reference (optional). The meaning depends on the evaluator — it could be an exact answer, a factual reference, or quality criteria text.
- **`eval_output`**: **NOT stored in the dataset.** Produced at test time when the utility function replays the eval_input through the real app.

The dataset is made up by you based on the data shapes observed in the reference trace from Step 2. You are NOT extracting data from traces — you are crafting realistic test scenarios.

---

## Creating the dataset

### CLI

```bash
pixie dataset create <dataset-name>
pixie dataset list   # verify it exists
```

### Python API

```python
from pixie import DatasetStore, Evaluable

store = DatasetStore()
store.create("qa-golden-set", items=[
    Evaluable(
        eval_input={"user_message": "What are your hours?", "customer_profile": {"name": "Alice", "tier": "gold"}},
        expected_output="Response should mention Monday-Friday 9am-5pm and Saturday 10am-2pm",
    ),
    Evaluable(
        eval_input={"user_message": "I need to cancel my order", "customer_profile": {"name": "Bob", "tier": "basic"}},
        expected_output="Should confirm which order and explain the cancellation policy",
    ),
])
```

Or build incrementally:

```python
store = DatasetStore()
store.create("qa-golden-set")
for item in items:
    store.append("qa-golden-set", item)
```

---

## Crafting eval_input items

Each eval_input must match the **exact data shape** from the reference trace. Look at what the `@observe`-decorated function received as input in Step 2 — same field names, same types, same nesting.

### What goes into eval_input

| Data category            | Example                                           | Source                                              |
| ------------------------ | ------------------------------------------------- | --------------------------------------------------- |
| Application input        | User message, query, request body                 | What a real user would send                         |
| External dependency data | Customer profile, retrieved documents, DB records | Made up to match the shape from the reference trace |
| Conversation history     | Previous messages in a chat                       | Made up to set up the scenario                      |
| Configuration / context  | Feature flags, session state                      | Whatever the function expects as arguments          |

### Matching the reference trace shape

From the reference trace (`pixie trace last`), note:

1. **Field names** — use the exact same keys (e.g., `user_message` not `message`, `customer_profile` not `profile`)
2. **Types** — if the trace shows a list, use a list; if it shows a nested dict, use a nested dict
3. **Realistic values** — the data should look like something the app would actually receive. Don't use placeholder text like "test input" or "lorem ipsum"

**Example**: If the reference trace shows the function received:

```json
{
  "user_message": "I'd like to reschedule my appointment",
  "customer_profile": {
    "name": "Jane Smith",
    "account_id": "A12345",
    "tier": "premium"
  },
  "conversation_history": [
    { "role": "assistant", "content": "Welcome! How can I help you today?" }
  ]
}
```

Then every eval_input you make up must have `user_message` (string), `customer_profile` (dict with `name`, `account_id`, `tier`), and `conversation_history` (list of message dicts).

---

## Setting expected_output

`expected_output` is a **reference for evaluation** — its meaning depends on which evaluator will consume it.

### When to set it

| Scenario                                    | expected_output value                                                                  | Evaluator it pairs with                                    |
| ------------------------------------------- | -------------------------------------------------------------------------------------- | ---------------------------------------------------------- |
| Deterministic answer exists                 | The exact answer: `"Paris"`                                                            | `ExactMatchEval`, `FactualityEval`, `ClosedQAEval`         |
| Open-ended but has quality criteria         | Description of good output: `"Should mention Saturday hours and be under 2 sentences"` | `create_llm_evaluator` with `{expected_output}` in prompt  |
| Truly open-ended, no case-specific criteria | Leave as `"UNSET"` or omit                                                             | Standalone evaluators (`PossibleEval`, `FaithfulnessEval`) |

### Universal vs. case-specific criteria

- **Universal criteria** apply to ALL test cases → implement in the test function's evaluators (e.g., "responses must be concise", "must not hallucinate"). These don't need expected_output.
- **Case-specific criteria** vary per test case → carry as `expected_output` in the dataset item (e.g., "should mention the caller's Tuesday appointment", "should route to billing").

### Anti-patterns

- **Don't generate both eval_output and expected_output from the same source.** If they're identical and you use `ExactMatchEval`, the test is circular and catches zero regressions.
- **Don't use comparison evaluators (`FactualityEval`, `ClosedQAEval`, `ExactMatchEval`) on items without expected_output.** They produce meaningless scores.
- **Don't mix expected_output semantics in one dataset.** If some items use expected_output as a factual answer and others as style guidance, evaluators can't handle both. Split into separate datasets or use separate test functions.

---

## Validating the dataset

After creating the dataset, check:

### 1. Structural validation

Every eval_input must match the reference trace's schema:

- Same fields present
- Same types (string, int, list, dict)
- Same nesting depth
- No extra or missing fields compared to what the function expects

### 2. Semantic validation

- **Realistic values** — names, messages, and data look like real-world inputs, not test placeholders
- **Coherent scenarios** — if there's conversation history, it should make topical sense with the user message
- **External dependency data makes sense** — customer profiles have realistic account IDs, retrieved documents are plausible

### 3. Diversity validation

- Items have **meaningfully different** inputs — different user intents, different customer types, different edge cases
- Not just minor variations of the same scenario (e.g., don't have 5 items that are all "What are your hours?" with different names)
- Cover: normal cases, edge cases, things the app might plausibly get wrong

### 4. Expected_output validation

- case-specific `expected_output` values are specific and testable, not vague
- Items where expected_output is universal don't redundantly carry expected_output

### 5. Verify by listing

```bash
pixie dataset list
```

Or in the build script:

```python
ds = store.get("qa-golden-set")
print(f"Dataset has {len(ds.items)} items")
for i, item in enumerate(ds.items):
    print(f"  [{i}] input keys: {list(item.eval_input.keys()) if isinstance(item.eval_input, dict) else type(item.eval_input)}")
    print(f"       expected_output: {item.expected_output[:80] if item.expected_output != 'UNSET' else 'UNSET'}...")
```

---

## Recommended build_dataset.py structure

Put the build script at `pixie_qa/scripts/build_dataset.py`:

```python
"""Build the eval dataset with made-up scenarios.

Each eval_input matches the data shape from the reference trace (Step 2).
Run this script to create/recreate the dataset.
"""
from pixie import DatasetStore, Evaluable

DATASET_NAME = "qa-golden-set"

def build() -> None:
    store = DatasetStore()

    # Recreate fresh
    try:
        store.delete(DATASET_NAME)
    except FileNotFoundError:
        pass
    store.create(DATASET_NAME)

    items = [
        # Normal case — straightforward question
        Evaluable(
            eval_input={
                "user_message": "What are your business hours?",
                "customer_profile": {"name": "Alice Johnson", "account_id": "C100", "tier": "gold"},
            },
            expected_output="Should mention Mon-Fri 9am-5pm and Sat 10am-2pm",
        ),
        # Edge case — ambiguous request
        Evaluable(
            eval_input={
                "user_message": "I want to change something",
                "customer_profile": {"name": "Bob Smith", "account_id": "C200", "tier": "basic"},
            },
            expected_output="Should ask for clarification about what to change",
        ),
        # ... more items covering different scenarios
    ]

    for item in items:
        store.append(DATASET_NAME, item)

    # Verify
    ds = store.get(DATASET_NAME)
    print(f"Dataset '{DATASET_NAME}' has {len(ds.items)} items")
    for i, entry in enumerate(ds.items):
        keys = list(entry.eval_input.keys()) if isinstance(entry.eval_input, dict) else type(entry.eval_input)
        print(f"  [{i}] input keys: {keys}")

if __name__ == "__main__":
    build()
```

---

## The cardinal rule

**`eval_output` is always produced at test time, never stored in the dataset.** The dataset contains `eval_input` (made-up input matching the reference trace shape) and optionally `expected_output` (the reference to judge against). The test's `runnable` function produces `eval_output` by replaying `eval_input` through the real app.
eval-tests.md 12.3 KB
# Eval Tests: Evaluator Selection and Test Writing

This reference covers Step 5 of the eval-driven-dev process: choosing evaluators, writing the test file, and running `pixie test`.

**Before writing any test code, re-read `references/pixie-api.md`** (Eval Runner API and Evaluator catalog sections) for exact parameter names and current evaluator signatures — these change when the package is updated.

---

## Evaluator selection

Choose evaluators based on the **output type** and your eval criteria from Step 1, not the app type.

### Decision table

| Output type                                                 | Evaluator category                                                      | Examples                                  |
| ----------------------------------------------------------- | ----------------------------------------------------------------------- | ----------------------------------------- |
| Deterministic (classification labels, yes/no, fixed-format) | Heuristic: `ExactMatchEval`, `JSONDiffEval`, `ValidJSONEval`            | Label classification, JSON extraction     |
| Open-ended text with a reference answer                     | LLM-as-judge: `FactualityEval`, `ClosedQAEval`, `AnswerCorrectnessEval` | Chatbot responses, QA, summaries          |
| Text with expected context/grounding                        | RAG evaluators: `FaithfulnessEval`, `ContextRelevancyEval`              | RAG pipelines, context-grounded responses |
| Text with style/format requirements                         | Custom LLM-as-judge via `create_llm_evaluator`                          | Voice-friendly responses, tone checks     |
| Multi-aspect quality                                        | Multiple evaluators combined                                            | Factuality + relevance + tone             |

### Critical rules

- For open-ended LLM text, **never** use `ExactMatchEval`. LLM outputs are non-deterministic — exact match will either always fail or always pass (if comparing against the same output). Use LLM-as-judge evaluators instead.
- `AnswerRelevancyEval` is **RAG-only** — it requires a `context` value in the trace. Returns 0.0 without it. For general relevance without RAG, use `create_llm_evaluator` with a custom prompt.
- Do NOT use comparison evaluators (`FactualityEval`, `ClosedQAEval`, `ExactMatchEval`) on items without `expected_output` — they produce meaningless scores.

### When `expected_output` IS available

Use comparison-based evaluators:

| Evaluator               | Use when                                                   |
| ----------------------- | ---------------------------------------------------------- |
| `FactualityEval`        | Output is factually correct compared to reference          |
| `ClosedQAEval`          | Output matches the expected answer                         |
| `ExactMatchEval`        | Exact string match (structured/deterministic outputs only) |
| `AnswerCorrectnessEval` | Answer is correct vs reference                             |

### When `expected_output` is NOT available

Use standalone evaluators that judge quality without a reference:

| Evaluator              | Use when                              | Note                                                             |
| ---------------------- | ------------------------------------- | ---------------------------------------------------------------- |
| `FaithfulnessEval`     | Response faithful to provided context | RAG pipelines                                                    |
| `ContextRelevancyEval` | Retrieved context relevant to query   | RAG pipelines                                                    |
| `AnswerRelevancyEval`  | Answer addresses the question         | **RAG only** — needs `context` in trace. Returns 0.0 without it. |
| `PossibleEval`         | Output is plausible / feasible        | General purpose                                                  |
| `ModerationEval`       | Output is safe and appropriate        | Content safety                                                   |
| `SecurityEval`         | No security vulnerabilities           | Security check                                                   |

For non-RAG apps needing response relevance, write a `create_llm_evaluator` instead.

---

## Custom evaluators

### `create_llm_evaluator` factory

Use when the quality dimension is domain-specific and no built-in evaluator fits:

```python
from pixie import create_llm_evaluator

concise_voice_style = create_llm_evaluator(
    name="ConciseVoiceStyle",
    prompt_template="""
    You are evaluating whether this response is concise and phone-friendly.

    Input: {eval_input}
    Response: {eval_output}

    Score 1.0 if the response is concise (under 3 sentences), directly addresses
    the question, and uses conversational language suitable for a phone call.
    Score 0.0 if it's verbose, off-topic, or uses written-style formatting.
    """,
)
```

**How template variables work**: `{eval_input}`, `{eval_output}`, `{expected_output}` are the only placeholders. Each is replaced with a string representation of the corresponding `Evaluable` field — if the field is a dict or list, it becomes a JSON string. The LLM judge sees the full serialized value.

**Rules**:

- **Only `{eval_input}`, `{eval_output}`, `{expected_output}`** — no nested access like `{eval_input[key]}` (this will crash with a `TypeError`)
- **Keep templates short and direct** — the system prompt already tells the LLM to return `Score: X.X`. Your template just needs to present the data and define the scoring criteria.
- **Don't instruct the LLM to "parse" or "extract" data** — just present the values and state the criteria. The LLM can read JSON naturally.

**Non-RAG response relevance** (instead of `AnswerRelevancyEval`):

```python
response_relevance = create_llm_evaluator(
    name="ResponseRelevance",
    prompt_template="""
    You are evaluating whether a customer support response is relevant and helpful.

    Input: {eval_input}
    Response: {eval_output}
    Expected: {expected_output}

    Score 1.0 if the response directly addresses the question and meets expectations.
    Score 0.5 if partially relevant but misses important aspects.
    Score 0.0 if off-topic, ignores the question, or contradicts expectations.
    """,
)
```

### Manual custom evaluator

```python
from pixie import Evaluation, Evaluable

async def my_evaluator(evaluable: Evaluable, *, trace=None) -> Evaluation:
    # evaluable.eval_input  — what was passed to the observed function
    # evaluable.eval_output — what the function returned
    # evaluable.expected_output — reference answer (UNSET if not provided)
    score = 1.0 if "expected pattern" in str(evaluable.eval_output) else 0.0
    return Evaluation(score=score, reasoning="...")
```

---

## Writing the test file

Create `pixie_qa/tests/test_<feature>.py`. The pattern: a `runnable` adapter that calls the app's production function, plus `async` test functions that `await` `assert_dataset_pass`.

**Before writing any test code, re-read the `assert_dataset_pass` API reference below.** The exact parameter names matter — using `dataset=` instead of `dataset_name=`, or omitting `await`, will cause failures that are hard to debug. Do not rely on memory from earlier in the conversation.

### Test file template

```python
from pixie import enable_storage, assert_dataset_pass, FactualityEval, ScoreThreshold, last_llm_call

from myapp import answer_question


def runnable(eval_input):
    """Replays one dataset item through the app.

    Calls the same function the production app uses.
    enable_storage() here ensures traces are captured during eval runs.
    """
    enable_storage()
    answer_question(**eval_input)


async def test_answer_quality():
    await assert_dataset_pass(
        runnable=runnable,
        dataset_name="qa-golden-set",
        evaluators=[FactualityEval()],
        pass_criteria=ScoreThreshold(threshold=0.7, pct=0.8),
        from_trace=last_llm_call,
    )
```

### `assert_dataset_pass` API — exact parameter names

```python
await assert_dataset_pass(
    runnable=runnable,              # callable that takes eval_input dict
    dataset_name="my-dataset",      # NOT dataset_path — name of dataset created in Step 4
    evaluators=[...],               # list of evaluator instances
    pass_criteria=ScoreThreshold(   # NOT thresholds — ScoreThreshold object
        threshold=0.7,              # minimum score to count as passing
        pct=0.8,                    # fraction of items that must pass
    ),
    from_trace=last_llm_call,       # which span to extract eval data from
)
```

### Common mistakes that break tests

| Mistake                  | Symptom                                                             | Fix                                           |
| ------------------------ | ------------------------------------------------------------------- | --------------------------------------------- |
| `def test_...():` (sync) | RuntimeWarning "coroutine was never awaited", test passes vacuously | Use `async def test_...():`                   |
| No `await`               | Same: "coroutine was never awaited"                                 | Add `await` before `assert_dataset_pass(...)` |
| `dataset_path="..."`     | TypeError: unexpected keyword argument                              | Use `dataset_name="..."`                      |
| `thresholds={...}`       | TypeError: unexpected keyword argument                              | Use `pass_criteria=ScoreThreshold(...)`       |
| Omitting `from_trace`    | Evaluator may not find the right span                               | Add `from_trace=last_llm_call`                |

**If `pixie test` shows "No assert_pass / assert_dataset_pass calls recorded"**, the test passed vacuously because `assert_dataset_pass` was never awaited. Fix the async signature and await immediately.

### Multiple test functions

Split into separate test functions when you have different evaluator sets:

```python
async def test_factual_answers():
    """Test items that have deterministic expected outputs."""
    await assert_dataset_pass(
        runnable=runnable,
        dataset_name="qa-deterministic",
        evaluators=[FactualityEval()],
        pass_criteria=ScoreThreshold(threshold=0.7, pct=0.8),
        from_trace=last_llm_call,
    )

async def test_response_style():
    """Test open-ended quality criteria."""
    await assert_dataset_pass(
        runnable=runnable,
        dataset_name="qa-open-ended",
        evaluators=[concise_voice_style],
        pass_criteria=ScoreThreshold(threshold=0.6, pct=0.8),
        from_trace=last_llm_call,
    )
```

### Key points

- `enable_storage()` belongs inside the `runnable`, not at module level — it needs to fire on each invocation so the trace is captured for that specific run.
- The `runnable` imports and calls the **same function** that production uses — the app's entry point, going through the utility function from Step 3.
- If the `runnable` calls a different function than what the utility function calls, something is wrong.
- The `eval_input` dict should contain **only the semantic arguments** the function needs (e.g., `question`, `messages`, `context`). The `@observe` decorator automatically strips `self` and `cls`.
- **Choose evaluators that match your data.** If dataset items have `expected_output`, use comparison evaluators. If not, use standalone evaluators.

---

## Running tests

The test runner is `pixie test` (not `pytest`):

```bash
uv run pixie test                           # run all test_*.py in current directory
uv run pixie test pixie_qa/tests/           # specify path
uv run pixie test -k factuality             # filter by name
uv run pixie test -v                        # verbose: shows per-case scores and reasoning
```

`pixie test` automatically loads the `.env` file before running tests, so API keys do not need to be exported in the shell. No `sys.path` hacks are needed in test files.

The `-v` flag is important: it shows per-case scores and evaluator reasoning, which makes it much easier to see what's passing and what isn't.

### After running, verify the scorecard

1. Shows "N/M tests passed" with real numbers
2. Does NOT say "No assert_pass / assert_dataset_pass calls recorded" (that means missing `await`)
3. Per-evaluator scores appear with real values

A test that passes with no recorded evaluations is worse than a failing test — it gives false confidence. Debug until real scores appear.
instrumentation.md 8.1 KB
# Instrumentation

This reference covers the tactical implementation of instrumentation in Step 2: how to use `@observe`, `enable_storage()`, and `start_observation` correctly.

For full API signatures and all available parameters, see `references/pixie-api.md` (Instrumentation API section).

For guidance on **what** to instrument (which functions, based on your eval criteria), see Step 2a in the main skill instructions.

---

## Adding `enable_storage()` at application startup

Call `enable_storage()` once at the beginning of the application's startup code — inside `main()`, or at the top of a server's initialization. **Never at module level** (top of a file outside any function), because that causes storage setup to trigger on import.

Good places:

- Inside `if __name__ == "__main__":` blocks
- In a FastAPI `lifespan` or `on_startup` handler
- At the top of `main()` / `run()` functions
- Inside the `runnable` function in test files

```python
# ✅ CORRECT — at application startup
async def main():
    enable_storage()
    ...

# ✅ CORRECT — in a runnable for tests
def runnable(eval_input):
    enable_storage()
    my_function(**eval_input)

# ❌ WRONG — at module level, runs on import
from pixie import enable_storage
enable_storage()  # this runs when any file imports this module!
```

---

## Wrapping functions with `@observe` or `start_observation`

Instrument the **existing function** that the app actually calls during normal operation. The `@observe` decorator or `start_observation` context manager goes on the production code path — not on new helper functions created for testing.

```python
# ✅ CORRECT — decorating the existing production function
from pixie import observe

@observe(name="answer_question")
def answer_question(question: str, context: str) -> str:  # existing function
    ...  # existing code, unchanged
```

```python
# ✅ CORRECT — decorating a class method (works exactly the same way)
from pixie import observe

class OpenAIAgent:
    def __init__(self, model: str = "gpt-4o-mini"):
        self.client = OpenAI(api_key=os.environ.get("OPENAI_API_KEY"))
        self.model = model

    @observe(name="openai_agent_respond")
    def respond(self, user_message: str, conversation_history: list | None = None) -> str:
        # existing code, unchanged — @observe handles `self` automatically
        messages = [{"role": "system", "content": SYSTEM_PROMPT}]
        if conversation_history:
            messages.extend(conversation_history)
        messages.append({"role": "user", "content": user_message})
        response = self.client.chat.completions.create(model=self.model, messages=messages)
        return response.choices[0].message.content or ""
```

**`@observe` handles `self` and `cls` automatically** — it strips them from the captured input so only the meaningful arguments appear in traces. Do NOT create wrapper methods or call unbound methods to work around this. Just decorate the existing method directly.

```python
# ✅ CORRECT — context manager inside an existing function
from pixie import start_observation

async def main():  # existing function
    ...
    with start_observation(input={"user_input": user_input}, name="handle_turn") as obs:
        result = await Runner.run(current_agent, input_items, context=context)
        # ... existing response handling ...
        obs.set_output(response_text)
    ...
```

---

## Anti-patterns to avoid

### Creating new wrapper functions

```python
# ❌ WRONG — creating a new function that duplicates logic from main()
@observe(name="run_for_eval")
async def run_for_eval(user_messages: list[str]) -> str:
    # This duplicates what main() does, creating a separate code path
    # that diverges from production. Don't do this.
    ...
```

### Creating wrapper methods instead of decorating the existing method

```python
# ❌ WRONG — creating a new _respond_observed wrapper method
class OpenAIAgent:
    def respond(self, user_message, conversation_history=None):
        result = self._respond_observed({
            'user_message': user_message,
            'conversation_history': conversation_history,
        })
        return result['result']

    @observe
    def _respond_observed(self, args):
        # WRONG: creates a separate code path, changes the interface,
        # and breaks when called as an unbound method.
        ...

# ✅ CORRECT — just decorate the existing method directly
class OpenAIAgent:
    @observe(name="openai_agent_respond")
    def respond(self, user_message, conversation_history=None):
        ...  # existing code, unchanged
```

### Bypassing the app by calling the LLM directly

```python
# ❌ WRONG — calling the LLM directly instead of calling the app's function
@observe(name="agent_answer_question")
def answer_question(question: str) -> str:
    # This bypasses the entire app and calls OpenAI directly.
    # You're testing a script you just wrote, not the user's app.
    response = client.responses.create(
        model="gpt-4.1",
        input=[{"role": "user", "content": question}],
    )
    return response.output_text
```

---

## Rules

- **Never add new wrapper functions** to the application code for eval purposes.
- **Never bypass the app by calling the LLM provider directly** — if you find yourself writing `client.responses.create(...)` or `openai.ChatCompletion.create(...)` in a test or utility function, you're not testing the app. Import and call the app's own function instead.
- **Never change the function's interface** (arguments, return type, behavior).
- **Never duplicate production logic** into a separate "testable" function.
- The instrumentation is purely additive — if you removed all pixie imports and decorators, the app would work identically.
- After instrumentation, call `flush()` at the end of runs to make sure all spans are written.
- For interactive apps (CLI loops, chat interfaces), instrument the **per-turn processing** function — the one that takes user input and produces a response. The eval `runnable` should call this same function.

**Import rule**: All pixie symbols are importable from the top-level `pixie` package. Never import from submodules (`pixie.instrumentation`, `pixie.evals`, `pixie.storage.evaluable`, etc.) — always use `from pixie import ...`.

---

## What to instrument based on eval criteria

**LLM provider calls are auto-captured.** When you call `enable_storage()`, pixie activates OpenInference instrumentors that automatically trace every LLM API call (OpenAI, Anthropic, Google, etc.) with full input/output messages, token usage, and model parameters. You do NOT need `@observe` on a function just because it contains an LLM call — the LLM call is already instrumented.

**Use `@observe` for application-level functions** whose inputs, outputs, or intermediate states your evaluators need but that aren't visible from the LLM call alone:

| What your evaluator needs                                  | What to instrument with `@observe`                                       |
| ---------------------------------------------------------- | ------------------------------------------------------------------------ |
| App-level input/output (what user sent, what app returned) | The app's entry-point or per-turn processing function                    |
| Retrieved context (for faithfulness/grounding checks)      | The retrieval function — captures what documents were fetched            |
| Routing/dispatch decisions                                 | The routing function — captures which tool/agent/department was selected |
| Side-effects sent to external systems                      | The function that writes to the external system — captures what was sent |
| Conversation history handling                              | The per-turn processing function — captures how history is assembled     |
| Intermediate processing stages                             | Each intermediate function — captures each stage                         |

If your eval criteria can be fully assessed from the auto-captured LLM inputs and outputs alone, you may not need `@observe` at all. But typically you need at least one `@observe` on the app's entry-point function to capture the application-level input/output shape that the dataset and evaluators work with.
investigation.md 5.7 KB
# Investigation and Iteration

This reference covers Step 6 of the eval-driven-dev process: investigating test failures, root-causing them, and iterating on fixes.

---

## When to use this

Only proceed with investigation if the user asked for it (iteration intent) or confirmed after seeing setup results. If the user's intent was "set up evals," stop after reporting test results and ask before investigating.

---

## Step-by-step investigation

### 1. Get detailed test output

```bash
pixie test pixie_qa/tests/ -v    # shows score and reasoning per case
```

Capture the full verbose output. For each failing case, note:

- The `eval_input` (what was sent)
- The `eval_output` (what the app produced)
- The `expected_output` (what was expected, if applicable)
- The evaluator score and reasoning

### 2. Inspect the trace data

For each failing case, look up the full trace to see what happened inside the app:

```python
from pixie import DatasetStore

store = DatasetStore()
ds = store.get("<dataset-name>")
for i, item in enumerate(ds.items):
    print(i, item.eval_metadata)   # trace_id is here
```

Then inspect the full span tree:

```python
import asyncio
from pixie import ObservationStore

async def inspect(trace_id: str):
    store = ObservationStore()
    roots = await store.get_trace(trace_id)
    for root in roots:
        print(root.to_text())   # full span tree: inputs, outputs, LLM messages

asyncio.run(inspect("the-trace-id-here"))
```

### 3. Root-cause analysis

Walk through the trace and identify exactly where the failure originates. Common patterns:

**LLM-related failures** (fix with prompt/model/eval changes):

| Symptom                                                | Likely cause                                                  |
| ------------------------------------------------------ | ------------------------------------------------------------- |
| Output is factually wrong despite correct tool results | Prompt doesn't instruct the LLM to use tool output faithfully |
| Agent routes to wrong tool/handoff                     | Routing prompt or handoff descriptions are ambiguous          |
| Output format is wrong                                 | Missing format instructions in prompt                         |
| LLM hallucinated instead of using tool                 | Prompt doesn't enforce tool usage                             |

**Non-LLM failures** (fix with traditional code changes, out of eval scope):

| Symptom                                           | Likely cause                                            |
| ------------------------------------------------- | ------------------------------------------------------- |
| Tool returned wrong data                          | Bug in tool implementation — fix the tool, not the eval |
| Tool wasn't called at all due to keyword mismatch | Tool-selection logic is broken — fix the code           |
| Database returned stale/wrong records             | Data issue — fix independently                          |
| API call failed with error                        | Infrastructure issue                                    |

For non-LLM failures: note them in the investigation log and recommend the code fix, but **do not adjust eval expectations or thresholds to accommodate bugs in non-LLM code**. The eval test should measure LLM quality assuming the rest of the system works correctly.

### 4. Document findings in MEMORY.md

**Every failure investigation must be documented in `pixie_qa/MEMORY.md`** under the Investigation Log section:

````markdown
### <date> — <test_name> failure

**Test**: `test_faq_factuality` in `pixie_qa/tests/test_customer_service.py`
**Result**: 3/5 cases passed (60%), threshold was 80% ≥ 0.7

#### Failing case 1: "What rows have extra legroom?"

- **eval_input**: `{"user_message": "What rows have extra legroom?"}`
- **eval_output**: "I'm sorry, I don't have the exact row numbers for extra legroom..."
- **expected_output**: "rows 5-8 Economy Plus with extra legroom"
- **Evaluator score**: 0.1 (FactualityEval)
- **Evaluator reasoning**: "The output claims not to know the answer while the reference clearly states rows 5-8..."

**Trace analysis**:
Inspected trace `abc123`. The span tree shows:

1. Triage Agent routed to FAQ Agent ✓
2. FAQ Agent called `faq_lookup_tool("What rows have extra legroom?")` ✓
3. `faq_lookup_tool` returned "I'm sorry, I don't know..." ← **root cause**

**Root cause**: `faq_lookup_tool` (customer_service.py:112) uses keyword matching.
The seat FAQ entry is triggered by keywords `["seat", "seats", "seating", "plane"]`.
The question "What rows have extra legroom?" contains none of these keywords, so it
falls through to the default "I don't know" response.

**Classification**: Non-LLM failure — the keyword-matching tool is broken.
The LLM agent correctly routed to the FAQ agent and used the tool; the tool
itself returned wrong data.

**Fix**: Add `"row"`, `"rows"`, `"legroom"` to the seating keyword list in
`faq_lookup_tool` (customer_service.py:130). This is a traditional code fix,
not an eval/prompt change.

**Verification**: After fix, re-run:

```bash
python pixie_qa/scripts/build_dataset.py  # refresh dataset
pixie test pixie_qa/tests/ -k faq -v      # verify
```
````

````

### 5. Fix and re-run

Make the targeted change, rebuild the dataset if needed, and re-run. Always finish by giving the user the exact commands to verify:

```bash
pixie test pixie_qa/tests/test_<feature>.py -v
````

---

## The iteration cycle

1. Run tests → identify failures
2. Investigate each failure → classify as LLM vs. non-LLM
3. For LLM failures: adjust prompts, model, or eval criteria
4. For non-LLM failures: recommend or apply code fix
5. Rebuild dataset if the fix changed app behavior
6. Re-run tests
7. Repeat until passing or user is satisfied
pixie-api.md 12.3 KB
# pixie API Reference

> This file is auto-generated by `generate_api_doc` from the
> live pixie-qa package. Do not edit by hand — run
> `generate_api_doc` to regenerate after updating pixie-qa.

## Configuration

All settings read from environment variables at call time. By default,
every artefact lives inside a single `pixie_qa` project directory:

| Variable            | Default                    | Description                        |
| ------------------- | -------------------------- | ---------------------------------- |
| `PIXIE_ROOT`        | `pixie_qa`                 | Root directory for all artefacts   |
| `PIXIE_DB_PATH`     | `pixie_qa/observations.db` | SQLite database file path          |
| `PIXIE_DB_ENGINE`   | `sqlite`                   | Database engine (currently sqlite) |
| `PIXIE_DATASET_DIR` | `pixie_qa/datasets`        | Directory for dataset JSON files   |

---

## Instrumentation API (`pixie`)

```python
from pixie import enable_storage, observe, start_observation, flush, init, add_handler
```

| Function / Decorator | Signature                                                    | Notes                                                                                               |
| -------------------- | ------------------------------------------------------------ | --------------------------------------------------------------------------------------------------- |
| `observe`   | `observe(name: 'str | None' = None) -> 'Callable[[Callable[P, T]], Callable[P, T]]'` | Wraps a sync or async function. Captures all kwargs as `eval_input`, return value as `eval_output`. |
| `enable_storage`   | `enable_storage() -> 'StorageHandler'` | Idempotent. Creates DB, registers handler. Call at app startup. |
| `start_observation`   | `start_observation(*, input: 'JsonValue', name: 'str | None' = None) -> 'Generator[ObservationContext, None, None]'` | Manual span. Call `obs.set_output(v)` and `obs.set_metadata(key, value)` inside. |
| `flush`   | `flush(timeout_seconds: 'float' = 5.0) -> 'bool'` | Drains the queue. Call after a run before using CLI commands. |
| `init`   | `init(*, capture_content: 'bool' = True, queue_size: 'int' = 1000) -> 'None'` | Called internally by `enable_storage`. Idempotent. |
| `add_handler`   | `add_handler(handler: 'InstrumentationHandler') -> 'None'` | Register a custom handler (must call `init()` first). |
| `remove_handler`   | `remove_handler(handler: 'InstrumentationHandler') -> 'None'` | Unregister a previously added handler. |

---

## CLI Commands

```bash
# Trace inspection
pixie trace list [--limit N] [--errors]              # show recent traces
pixie trace show <trace_id> [--verbose] [--json]     # show span tree for a trace
pixie trace last [--json]                            # show most recent trace (verbose)

# Dataset management
pixie dataset create <name>
pixie dataset list
pixie dataset save <name>                              # root span (default)
pixie dataset save <name> --select last_llm_call       # last LLM call
pixie dataset save <name> --select by_name --span-name <name>
pixie dataset save <name> --notes "some note"
echo '"expected value"' | pixie dataset save <name> --expected-output

# Run eval tests
pixie test [path] [-k filter_substring] [-v]
```

### `pixie trace` commands

**`pixie trace list`** — show recent traces with summary info (trace ID, root span, timestamp, span count, errors).

- `--limit N` (default 10) — number of traces to show
- `--errors` — show only traces with errors

**`pixie trace show <trace_id>`** — show the span tree for a specific trace.

- Default (compact): span names, types, timing
- `--verbose` / `-v`: full input/output data for each span
- `--json`: machine-readable JSON output
- Trace ID accepts prefix match (first 8+ characters)

**`pixie trace last`** — shortcut to show the most recent trace in verbose mode. This is the primary command to use after running the harness.

- `--json`: machine-readable JSON output

**`pixie dataset save` selection modes:**

- `root` (default) — the outermost `@observe` or `start_observation` span
- `last_llm_call` — the most recent LLM API call span in the trace
- `by_name` — a span matching the `--span-name` argument (takes the last matching span)

---

## Dataset Python API

```python
from pixie import DatasetStore, Evaluable
```

```python
store = DatasetStore()                               # reads PIXIE_DATASET_DIR
store.append(...)    # add one or more items
store.create(...)    # create empty / create with items
store.delete(...)    # delete entirely
store.get(...)    # returns Dataset
store.list(...)    # list names
store.list_details(...)    # list names with metadata
store.remove(...)    # remove by index
```

**`Evaluable` fields:**

- `eval_input`: the input (what `@observe` captured as function kwargs)
- `eval_output`: the output (return value of the observed function)
- `eval_metadata`: dict of extra info (trace_id, span_id, provider, token counts, etc.) — always includes `trace_id` and `span_id`
- `expected_output`: reference answer for comparison (`UNSET` if not provided)

---

## ObservationStore Python API

```python
from pixie import ObservationStore

store = ObservationStore()   # reads PIXIE_DB_PATH
await store.create_tables()
```

```python
await store.create_tables(self) -> 'None'
await store.get_by_name(self, name: 'str', trace_id: 'str | None' = None) -> 'list[ObserveSpan | LLMSpan]'  # → list of spans
await store.get_by_type(self, span_kind: 'str', trace_id: 'str | None' = None) -> 'list[ObserveSpan | LLMSpan]'  # → list of spans filtered by kind
await store.get_errors(self, trace_id: 'str | None' = None) -> 'list[ObserveSpan | LLMSpan]'  # → list of error spans
await store.get_last_llm(self, trace_id: 'str') -> 'LLMSpan | None'  # → most recent LLMSpan
await store.get_root(self, trace_id: 'str') -> 'ObserveSpan'  # → root ObserveSpan
await store.get_trace(self, trace_id: 'str') -> 'list[ObservationNode]'  # → list[ObservationNode] (tree)
await store.get_trace_flat(self, trace_id: 'str') -> 'list[ObserveSpan | LLMSpan]'  # → flat list of all spans
await store.list_traces(self, limit: 'int' = 50, offset: 'int' = 0) -> 'list[dict[str, Any]]'  # → list of trace summaries
await store.save(self, span: 'ObserveSpan | LLMSpan') -> 'None'  # persist a single span
await store.save_many(self, spans: 'list[ObserveSpan | LLMSpan]') -> 'None'  # persist multiple spans

# ObservationNode
node.to_text()          # pretty-print span tree
node.find(name)         # find a child span by name
node.children           # list of child ObservationNode
node.span               # the underlying span (ObserveSpan or LLMSpan)
```

---

## Eval Runner API

### `assert_dataset_pass`

```python
await assert_dataset_pass(runnable: 'Callable[..., Any]', dataset_name: 'str', evaluators: 'list[Callable[..., Any]]', *, dataset_dir: 'str | None' = None, passes: 'int' = 1, pass_criteria: 'Callable[[list[list[list[Evaluation]]]], tuple[bool, str]] | None' = None, from_trace: 'Callable[[list[ObservationNode]], Evaluable] | None' = None) -> 'None'
```

**Parameters:**

- `runnable` — callable that takes `eval_input` and runs the app
- `dataset_name` — name of the dataset to load (NOT `dataset_path`)
- `evaluators` — list of evaluator instances
- `pass_criteria` — `ScoreThreshold(threshold=..., pct=...)` (NOT `thresholds`)
- `from_trace` — span selector: use `last_llm_call` or `root`
- `dataset_dir` — override dataset directory (default: reads from config)
- `passes` — number of times to run the full matrix (default: 1)

### `ScoreThreshold`

```python
ScoreThreshold(threshold: 'float' = 0.5, pct: 'float' = 1.0) -> None

# threshold: minimum per-item score to count as passing (0.0–1.0)
# pct:       fraction of items that must pass (0.0–1.0, default=1.0)
```

### Trace helpers

```python
from pixie import last_llm_call, root

# Pass one of these as the from_trace= argument:
from_trace=last_llm_call  # extract eval data from the most recent LLM call span
from_trace=root           # extract eval data from the root @observe span
```

---

## Evaluator catalog

Import any evaluator directly from `pixie`:

```python
from pixie import FactualityEval, ClosedQAEval, create_llm_evaluator
```

### Heuristic (no LLM required)

| Evaluator | Signature | Use when | Needs `expected_output`? |
| --- | --- | --- | --- |
| `ExactMatchEval() -> 'AutoevalsAdapter'` | Output must exactly equal the expected string | **Yes** |
| `LevenshteinMatch() -> 'AutoevalsAdapter'` | Partial string similarity (edit distance) | **Yes** |
| `NumericDiffEval() -> 'AutoevalsAdapter'` | Normalised numeric difference | **Yes** |
| `JSONDiffEval(*, string_scorer: 'Any' = None) -> 'AutoevalsAdapter'` | Structural JSON comparison | **Yes** |
| `ValidJSONEval(*, schema: 'Any' = None) -> 'AutoevalsAdapter'` | Output is valid JSON (optionally matching a schema) | No |
| `ListContainsEval(*, pairwise_scorer: 'Any' = None, allow_extra_entities: 'bool' = False) -> 'AutoevalsAdapter'` | Output list contains expected items | **Yes** |

### LLM-as-judge (require OpenAI key or compatible client)

| Evaluator | Signature | Use when | Needs `expected_output`? |
| --- | --- | --- | --- |
| `FactualityEval(*, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Output is factually accurate vs reference | **Yes** |
| `ClosedQAEval(*, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Closed-book QA comparison | **Yes** |
| `SummaryEval(*, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Summarisation quality | **Yes** |
| `TranslationEval(*, language: 'str | None' = None, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Translation quality | **Yes** |
| `PossibleEval(*, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Output is feasible / plausible | No |
| `SecurityEval(*, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | No security vulnerabilities in output | No |
| `ModerationEval(*, threshold: 'float | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Content moderation | No |
| `BattleEval(*, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Head-to-head comparison | **Yes** |
| `HumorEval(*, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Humor quality evaluation | **Yes** |
| `EmbeddingSimilarityEval(*, prefix: 'str | None' = None, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | Embedding-based semantic similarity | **Yes** |

### RAG / retrieval

| Evaluator | Signature | Use when | Needs `expected_output`? |
| --- | --- | --- | --- |
| `ContextRelevancyEval(*, client: 'Any' = None) -> 'AutoevalsAdapter'` | Retrieved context is relevant to query | **Yes** |
| `FaithfulnessEval(*, client: 'Any' = None) -> 'AutoevalsAdapter'` | Answer is faithful to the provided context | No |
| `AnswerRelevancyEval(*, client: 'Any' = None) -> 'AutoevalsAdapter'` | Answer addresses the question (⚠️ requires `context` in trace — **RAG pipelines only**) | No |
| `AnswerCorrectnessEval(*, client: 'Any' = None) -> 'AutoevalsAdapter'` | Answer is correct vs reference | **Yes** |

### Other evaluators

| Evaluator | Signature | Needs `expected_output`? |
| --- | --- | --- |
| `SqlEval(*, model: 'str | None' = None, client: 'Any' = None) -> 'AutoevalsAdapter'` | No |

---

## Custom evaluator — `create_llm_evaluator` factory

```python
from pixie import create_llm_evaluator

my_eval = create_llm_evaluator(name: 'str', prompt_template: 'str', *, model: 'str' = 'gpt-4o-mini', client: 'Any | None' = None) -> '_LLMEvaluator'
```

- Returns a callable satisfying the `Evaluator` protocol
- Template variables: `{eval_input}`, `{eval_output}`, `{expected_output}` — populated from `Evaluable` fields
- No nested field access — include any needed metadata in `eval_input` when building the dataset
- Score parsing extracts a 0–1 float from the LLM response

### Custom evaluator — manual template

```python
from pixie import Evaluation, Evaluable

async def my_evaluator(evaluable: Evaluable, *, trace=None) -> Evaluation:
    # evaluable.eval_input  — what was passed to the observed function
    # evaluable.eval_output — what the function returned
    # evaluable.expected_output — reference answer (UNSET if not provided)
    score = 1.0 if "expected pattern" in str(evaluable.eval_output) else 0.0
    return Evaluation(score=score, reasoning="...")
```
run-harness-patterns.md 10.0 KB
# Running the App from Its Entry Point — Examples by App Type

This reference shows concrete examples of how to write the utility function from Step 3 — the function that runs the full application end-to-end with external dependencies mocked. Each example demonstrates what an "entry point" looks like for a different kind of application and how to invoke it.

For `enable_storage()` and `observe` API details, see `references/pixie-api.md` (Instrumentation API section).

## What entry point to use

Look at how a real user or client invokes the app, and do the same thing in your utility function:

| App type                                           | Entry point example     | How to invoke it                                     |
| -------------------------------------------------- | ----------------------- | ---------------------------------------------------- |
| **Web server** (FastAPI, Flask)                    | HTTP/WebSocket endpoint | `TestClient`, `httpx`, or subprocess + HTTP requests |
| **CLI application**                                | Command-line invocation | `subprocess.run()`                                   |
| **Standalone function** (no server, no middleware) | Python function         | Import and call directly                             |

**Do NOT call an inner function** like `agent.respond()` directly just because it's simpler. Between the entry point and that inner function, the app does request handling, state management, prompt assembly, routing — all of which is under test. When you call an inner function, you skip all of that and end up reimplementing it in your test. Now your test is testing test code, not app code.

Mock only external dependencies (databases, speech services, third-party APIs) — everything you identified and planned in Step 1.

---

## Example: FastAPI / Web Server with External Services

**When your app is a web server** (FastAPI, Flask, etc.) with external service dependencies (Redis, Twilio, speech services, databases). **This is the most common case** — most production apps are web servers.

**Approach**: Mock external dependencies, then drive the app through its HTTP/WebSocket interface. Two sub-approaches:

- **Subprocess approach**: Launch the patched server as a subprocess, wait for health, then send HTTP/WebSocket requests with `httpx`. Best when the app has complex startup or uses `uvicorn.run()`.
- **In-process approach**: Use FastAPI's `TestClient` (or `httpx.AsyncClient` with `ASGITransport`) to drive the app in-process. Simpler — no subprocess management, no ports. Best when you can import the `app` object directly.

Both approaches exercise the full request pipeline: routing → middleware → state management → business logic → response assembly.

### Step 1: Identify pluggable interfaces and write mock backends

Look for abstract base classes, protocols, or constructor-injected backends in the codebase. These are the app's testability seams — the places where external services can be swapped out. Create mock implementations that satisfy the interface but don't call external services.

```python
# pixie_qa/scripts/mock_backends.py
from myapp.services.transcription import TranscriptionBackend
from myapp.services.voice_synthesis import SynthesisBackend

class MockTranscriptionBackend(TranscriptionBackend):
    """Decodes UTF-8 text instead of calling real STT service."""
    async def transcribe_chunk(self, audio_data: bytes) -> str | None:
        try:
            return audio_data.decode("utf-8")
        except UnicodeDecodeError:
            return None

class MockSynthesisBackend(SynthesisBackend):
    """Encodes text as bytes instead of calling real TTS service."""
    async def synthesize(self, text: str) -> bytes:
        return text.encode("utf-8")
```

### Step 2: Write the patched server launcher

Monkey-patch the app's module-level dependencies before starting the server:

```python
# pixie_qa/scripts/demo_server.py
import uvicorn
from pixie_qa.scripts.mock_backends import (
    MockTranscriptionBackend,
    MockSynthesisBackend,
)

# Patch module-level backends BEFORE uvicorn imports the ASGI app
import myapp.app as the_app
the_app.transcription_backend = MockTranscriptionBackend()
the_app.synthesis_backend = MockSynthesisBackend()

if __name__ == "__main__":
    uvicorn.run(the_app.app, host="127.0.0.1", port=8000)
```

### Step 3: Write the utility function

Launch the server subprocess, wait for health, send real requests, collect responses:

```python
# pixie_qa/scripts/run_app.py
import subprocess
import sys
import time
import httpx

BASE_URL = "http://127.0.0.1:8000"

def wait_for_server(timeout: float = 30.0) -> None:
    start = time.time()
    while time.time() - start < timeout:
        try:
            resp = httpx.get(f"{BASE_URL}/health", timeout=2)
            if resp.status_code == 200:
                return
        except httpx.ConnectError:
            pass
        time.sleep(0.5)
    raise TimeoutError(f"Server did not start within {timeout}s")

def main() -> None:
    # Launch patched server
    server = subprocess.Popen(
        [sys.executable, "-m", "pixie_qa.scripts.demo_server"],
    )
    try:
        wait_for_server()
        # Drive the app with real inputs
        resp = httpx.post(f"{BASE_URL}/api/chat", json={
            "message": "What are your business hours?"
        })
        print(resp.json())
    finally:
        server.terminate()
        server.wait()

if __name__ == "__main__":
    main()
```

**Run**: `uv run python -m pixie_qa.scripts.run_app`

### Alternative: In-process with TestClient (simpler)

If the app's `app` object can be imported directly, skip the subprocess and use FastAPI's `TestClient`:

```python
# pixie_qa/scripts/run_app.py
from unittest.mock import patch
from fastapi.testclient import TestClient
from pixie import enable_storage, observe

from pixie_qa.scripts.mock_backends import (
    MockTranscriptionBackend,
    MockSynthesisBackend,
)

@observe
def run_app(eval_input: dict) -> dict:
    """Run the voice agent through its real FastAPI app layer."""
    enable_storage()
    # Patch external dependencies before importing the app
    with patch("myapp.app.transcription_backend", MockTranscriptionBackend()), \
         patch("myapp.app.synthesis_backend", MockSynthesisBackend()), \
         patch("myapp.app.call_state_store", MockCallStateStore()):

        from myapp.app import app
        client = TestClient(app)

        # Drive through the real HTTP/WebSocket endpoints
        resp = client.post("/api/chat", json={
            "message": eval_input["user_message"],
            "call_sid": eval_input.get("call_sid", "test-call-001"),
        })
        return {"response": resp.json()["response"]}
```

This approach is simpler (no subprocess, no port management) and equally valid. Both approaches exercise the full request pipeline.

**Run**: `uv run python -m pixie_qa.scripts.run_app`

---

## Example: CLI / Command-Line App

**When your app is invoked from the command line** (e.g., `python -m myapp`, a CLI tool).

**Approach**: Invoke the app's entry point via `subprocess.run()`, capture stdout/stderr, parse results.

```python
# pixie_qa/scripts/run_app.py
import subprocess
import sys
import json

def run_app(user_input: str) -> str:
    """Run the CLI app with the given input and return its output."""
    result = subprocess.run(
        [sys.executable, "-m", "myapp", "--query", user_input],
        capture_output=True,
        text=True,
        timeout=120,
    )
    if result.returncode != 0:
        raise RuntimeError(f"App failed: {result.stderr}")
    return result.stdout.strip()

def main() -> None:
    inputs = [
        "What are your business hours?",
        "How do I reset my password?",
        "Tell me about your return policy",
    ]
    for user_input in inputs:
        output = run_app(user_input)
        print(f"Input: {user_input}")
        print(f"Output: {output}")
        print("---")

if __name__ == "__main__":
    main()
```

If the CLI app needs external dependencies mocked, create a wrapper script that patches them before invoking the entry point:

```python
# pixie_qa/scripts/patched_app.py
"""Entry point that patches DB/cache before running the real app."""
import myapp.config as config
config.redis_url = "mock://localhost"  # or use a mock implementation

from myapp.main import main
main()
```

**Run**: `uv run python -m pixie_qa.scripts.run_app`

---

## Example: Standalone Function (No Infrastructure)

**When your app is a single function or module** with no server, no database, no external services.

**Approach**: Import the function directly and call it. This is the simplest case.

```python
# pixie_qa/scripts/run_app.py
from pixie import enable_storage, observe

# Enable trace capture
enable_storage()

from myapp.agent import answer_question

@observe
def run_agent(question: str) -> str:
    """Wrapper that captures traces for the agent call."""
    return answer_question(question)

def main() -> None:
    inputs = [
        "What are your business hours?",
        "How do I reset my password?",
        "Tell me about your return policy",
    ]
    for q in inputs:
        result = run_agent(q)
        print(f"Q: {q}")
        print(f"A: {result}")
        print("---")

if __name__ == "__main__":
    main()
```

If the function depends on something that needs mocking (e.g., a vector store client), patch it before calling:

```python
from unittest.mock import MagicMock
import myapp.retriever as retriever

# Mock the vector store with a simple keyword search
retriever.vector_client = MagicMock()
retriever.vector_client.search.return_value = [
    {"text": "Business hours: Mon-Fri 9am-5pm", "score": 0.95}
]
```

**Run**: `uv run python -m pixie_qa.scripts.run_app`

---

## Key Rules

1. **Always call through the real entry point** — the same way a real user or client would
2. **Mock only external dependencies** — the ones you identified in Step 1
3. **Use `uv run python -m <module>`** to run scripts — never `python <path>`
4. **Add `enable_storage()` and `@observe`** in the utility function so traces are captured
5. **After running, verify traces**: `uv run pixie trace list` then `uv run pixie trace show <trace_id> --verbose`
understanding-app.md 7.7 KB
# Understanding the Application

This reference covers Step 1 of the eval-driven-dev process in detail: how to read the codebase, map the data flows, and document your findings.

---

## What to investigate

Before touching any code, spend time actually reading the source. The code will tell you more than asking the user would.

### 1. How the software runs

What is the entry point? How do you start it? Is it a CLI, a server, a library function? What are the required arguments, config files, or environment variables?

### 2. Find where the LLM provider client is called

Locate every place in the codebase where an LLM provider client is invoked (e.g., `openai.ChatCompletion.create()`, `client.chat.completions.create()`, `anthropic.messages.create()`). These are the anchor points for your analysis. For each LLM call site, record:

- The file and function where the call lives
- Which LLM provider/client is used
- The exact arguments being passed (model, messages, tools, etc.)

### 3. Track backwards: external data dependencies flowing IN

Starting from each LLM call site, trace **backwards** through the code to find every piece of data that feeds into the LLM prompt. Categorize each data source:

**Application inputs** (from the user / caller):

- User messages, queries, uploaded files
- Configuration or feature flags

**External dependency data** (from systems outside the app):

- Database lookups (conversation history from Redis, user profiles from Postgres, etc.)
- Retrieved context (RAG chunks from a vector DB, search results from an API)
- Cache reads
- Third-party API responses

For each external data dependency, document:

- What system it comes from
- What the data shape looks like (types, fields, structure)
- What realistic values look like
- Whether it requires real credentials or can be mocked

**In-code data** (assembled by the application itself):

- System prompts (hardcoded or templated)
- Tool definitions and function schemas
- Prompt-building logic that combines the above

### 4. Track forwards: external side-effects flowing OUT

Starting from each LLM call site, trace **forwards** through the code to find every side-effect the application causes in external systems based on the LLM's output:

- Database writes (saving conversation history, updating records)
- API calls to third-party services (sending emails, creating calendar entries, initiating transfers)
- Messages sent to other systems (queues, webhooks, notifications)
- File system writes

For each side-effect, document:

- What system is affected
- What data is written/sent
- Whether this side-effect is something evaluations should verify (e.g., "did the agent route to the correct department?")

### 5. Identify intermediate states to capture

Along the paths between input and output, identify intermediate states that are necessary for proper evaluation but aren't visible in the final output:

- Tool call decisions and results (which tools were called, what they returned)
- Agent routing / handoff decisions
- Intermediate LLM calls (e.g., summarization before final answer)
- Retrieval results (what context was fetched)
- Any branching logic that determines the code path

These are things that evaluators will need to check criteria like "did the agent verify identity before transferring?" or "did it use the correct tool?"

### 6. Use cases and expected behaviors

What are the distinct things the app is supposed to handle? For each use case, what does a "good" response look like? What would constitute a failure?

---

## Writing MEMORY.md

Write your findings to `pixie_qa/MEMORY.md`. This is the primary working document for the eval effort. It should be human-readable and detailed enough that someone unfamiliar with the project can understand the application and the eval strategy.

**MEMORY.md documents your understanding of the existing application code. It must NOT contain references to pixie commands, instrumentation code you plan to add, or scripts/functions that don't exist yet.** Those belong in later steps, only after they've been implemented.

### Template

```markdown
# Eval Notes: <Project Name>

## How the application works

### Entry point and execution flow

<Describe how to start/run the app, what happens step by step>

### LLM call sites

<For each LLM call in the codebase, document:>

- Where it is in the code (file + function name)
- Which LLM provider/client is used
- What arguments are passed

### External data dependencies (data flowing IN to LLM)

<For each external system the app reads from:>

- **System**: <e.g., Redis, Postgres, vector DB, third-party API>
- **What data**: <e.g., conversation history, user profile, retrieved documents>
- **Data shape**: <types, fields, structure, realistic values>
- **Code path**: <file:line where each read happens>
- **Credentials needed**: <yes/no, what kind>

### External side-effects (data flowing OUT from LLM output)

<For each external system the app writes to / affects:>

- **System**: <e.g., database, API, queue, file system>
- **What happens**: <e.g., saves conversation, sends email, creates calendar entry>
- **Code path**: <file:line where each write happens>
- **Eval-relevant?**: <should evaluations verify this side-effect?>

### Pluggable/injectable interfaces (testability seams)

<For each abstract base class, protocol, or constructor-injected backend:>

- **Interface**: <e.g., `TranscriptionBackend`, `SynthesisBackend`, `StorageBackend`>
- **Defined in**: <file:line>
- **What it wraps**: <e.g., real STT service, real TTS service, Redis>
- **How it's injected**: <constructor param, module-level var, dependency injection framework>
- **Mock strategy**: <what mock implementation should do — e.g., decode UTF-8 instead of real STT>

These are the primary testability seams. In Step 3, you'll write mock implementations of these interfaces.

### Mocking plan summary

<For each external dependency, how will you replace it in the utility function (Step 3)?>

| Dependency          | Mock approach                  | What mock provides (IN)                | What mock captures (OUT) |
| ------------------- | ------------------------------ | -------------------------------------- | ------------------------ |
| <e.g., Redis>       | <mock.patch / mock class / DI> | <conversation history from eval_input> | <saved messages>         |
| <e.g., STT service> | <MockTranscriptionBackend>     | <text from eval_input>                 | <n/a>                    |

### Intermediate states to capture

<States along the execution path needed for evaluation but not in final output:>

- <e.g., tool call decisions, routing choices, retrieval results>
- Include code pointers (file:line) for each

### Final output

<What the user sees, what format, what the quality bar should be>

### Use cases

<List each distinct scenario the app handles, with examples of good/bad outputs>

1. <Use case 1>: <description>
   - Input example: ...
   - Good output: ...
   - Bad output: ...

## Evaluation plan

### What to evaluate and why

<App-specific quality dimensions and rationale — filled in during Step 1>

### Evaluators and criteria

<Filled in during Step 5 — maps each quality criterion to a specific evaluator>

| Criterion | Evaluator | Dataset | Pass criteria | Rationale |
| --------- | --------- | ------- | ------------- | --------- |
| ...       | ...       | ...     | ...           | ...       |

### Data needed for evaluation

<What data to capture, with code pointers>

## Datasets

| Dataset | Items | Purpose |
| ------- | ----- | ------- |
| ...     | ...   | ...     |

## Investigation log

### <date> — <test_name> failure

<Structured investigation entries — filled in during Step 6>
```

If something is genuinely unclear from the code, ask the user — but most questions answer themselves once you've read the code carefully.

License (MIT)

View full license text
MIT License

Copyright GitHub, Inc.

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.