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usage-rules.md
# Squidie Usage Rules
Use these rules when building host apps with Squidie or changing Squidie
itself.
## Core Model
- Squidie is an embedded durable workflow runtime for Elixir applications.
- Workflow authors define compiled Elixir workflow modules with triggers,
payload contracts, steps, transitions, waits, approvals, retries, and
recovery routes.
- The Jido-native journal runtime is the source of truth for run, dispatch,
attempt, manual-control, and terminal facts.
- Host workers provide execution capacity by calling `Squidie.execute_next/1`.
- Runtime command, run, runnable, and attempt trace lineage is durable journal
data; public telemetry is a best-effort projection of committed lifecycle
facts and execution spans.
- Optional schedulers can deliver cron payloads through
`Squidie.Runtime.Runner.perform/2`.
- Optional backend adapters, such as the Bedrock example, can own durable
delivery and lease mechanics without changing workflow modules.
## Rules To Follow
- Prefer `use Squidie.Step` for custom workflow steps.
- Use raw `Jido.Action` modules only for explicit interop.
- Keep workflow definitions backend-neutral.
- Keep delivery and job boundaries thin; call host-owned modules that wrap
Squidie public APIs.
- Pass the same trusted `:partition` through every start, worker, cron, signal,
control, replay, and read-model boundary when a host isolates workflow state
by tenant or domain. Omitting it selects the legacy unpartitioned namespace.
- Treat partitions as storage routing, not authorization. Authorize the caller
before selecting a partition or returning its run data.
- Use `Squidie.list_runs/2` for index views and
`Squidie.inspect_run/2`, `Squidie.inspect_run_graph/2`,
`Squidie.inspect_run_timeline/2`, or `Squidie.explain_run/2` for details.
- Use `Squidie.record_dynamic_work/3` when host/runtime code needs to persist
bounded, inspection-only dynamic work metadata for a run.
- Use `Squidie.preview_dynamic_work/3` when dashboards or visual editors need
to validate candidate dynamic work and inspect the graph overlay before
appending.
- Use `Squidie.preview_graph_mutation/3` before proposing dependency-ordered
graph changes. Commit with `Squidie.apply_graph_mutation/3`, and call
`Squidie.reconcile_dynamic_graph/2` when the report or inspection state says
reconciliation is required.
- Use `Squidie.preview_spec/3` or `Squidie.preview_spec/4` when visual editors
need execution-style node output for a runtime-authored draft. Pass a
host-owned `:action_registry`; preview calls only registry entries that opt
into `dry_run` behavior and does not append durable runtime state.
- Use `:guardrail_registry` with runtime-authored specs that declare step
`opts[:guardrails]`; guardrail keys are host-owned validator contracts and
decisions are exposed through previews, inspection, and explanations.
- Add idempotency keys or domain duplicate detection to side-effecting steps.
- Use `Squidie.Telemetry.metrics/0` for the default bounded-cardinality metric
set. Keep reporters, exporters, dashboards, alerts, and logging host-owned.
- Treat external exactly-once behavior as out of scope for Squidie.
## Rules To Avoid
- Do not configure `:executor` for step execution.
- Do not use or document `:runtime_tables`.
- Do not deliver step or compensation payloads through
`Squidie.Runtime.Runner.perform/2`.
- Do not append `:dynamic_work_recorded` journal entries directly from host app
code; use the public recording API so validation stays centralized.
- Do not make workflow modules depend on Bedrock, Oban, or another backend's
APIs.
- Do not use `String.to_atom/1` on external input or persisted untrusted data.
## Topic Rules
- [Runtime rules](usage-rules/runtime.md)
- [Host app rules](usage-rules/host-apps.md)
- [Workflow authoring rules](usage-rules/workflow-authoring.md)
- [Testing rules](usage-rules/testing.md)
- [Documentation rules](usage-rules/documentation.md)
- [Tooling and dashboard rules](usage-rules/tooling.md)