matrix-optimizer

name	matrix-optimizer
description	Optimize GitHub Actions matrix strategies for testing across multiple versions, platforms, and configurations. Use when configuring matrix builds, testing multiple versions, cross-platform testing, or optimizing CI resource usage. Trigger words include "matrix strategy", "test matrix", "multiple versions", "cross-platform".

Matrix Optimizer

Configure and optimize GitHub Actions matrix strategies for efficient multi-version and multi-platform testing.

Quick Start

Basic matrix for testing multiple Node.js versions:

strategy:
  matrix:
    node-version: [16, 18, 20]

Instructions

Step 1: Identify Matrix Dimensions

Common matrix dimensions:

• Language versions: Node.js, Python, Ruby, Go versions
• Operating systems: ubuntu, macos, windows
• Architectures: x64, arm64
• Dependency versions: Database versions, framework versions
• Feature flags: Different configuration options

Example dimensions:

strategy:
  matrix:
    os: [ubuntu-latest, macos-latest, windows-latest]
    node-version: [16, 18, 20]
    # This creates 9 jobs (3 OS × 3 versions)

Step 2: Configure Matrix Strategy

Basic matrix:

jobs:
  test:
    runs-on: ${{ matrix.os }}
    strategy:
      matrix:
        os: [ubuntu-latest, macos-latest]
        node-version: [18, 20]
    steps:
      - uses: actions/checkout@v3
      - uses: actions/setup-node@v3
        with:
          node-version: ${{ matrix.node-version }}
      - run: npm test

Matrix with include:

strategy:
  matrix:
    os: [ubuntu-latest, macos-latest]
    node-version: [18, 20]
    include:
      # Add specific combination
      - os: windows-latest
        node-version: 20
      # Add extra variables for specific combination
      - os: ubuntu-latest
        node-version: 20
        experimental: true

Matrix with exclude:

strategy:
  matrix:
    os: [ubuntu-latest, macos-latest, windows-latest]
    node-version: [16, 18, 20]
    exclude:
      # Skip Node 16 on Windows
      - os: windows-latest
        node-version: 16
      # Skip Node 16 on macOS
      - os: macos-latest
        node-version: 16

Step 3: Optimize for Cost and Speed

Fail-fast strategy:

strategy:
  fail-fast: false  # Continue all jobs even if one fails
  matrix:
    node-version: [16, 18, 20]

Max parallel jobs:

strategy:
  max-parallel: 2  # Limit concurrent jobs
  matrix:
    node-version: [16, 18, 20]

Conditional matrix:

strategy:
  matrix:
    os: [ubuntu-latest]
    # Add more OS only on main branch
    ${{ github.ref == 'refs/heads/main' && fromJSON('["macos-latest", "windows-latest"]') || fromJSON('[]') }}

Step 4: Use Matrix Variables

In job steps:

steps:
  - name: Display matrix values
    run: |
      echo "OS: ${{ matrix.os }}"
      echo "Version: ${{ matrix.node-version }}"
      echo "Experimental: ${{ matrix.experimental }}"

In job configuration:

jobs:
  test:
    runs-on: ${{ matrix.os }}
    continue-on-error: ${{ matrix.experimental == true }}
    strategy:
      matrix:
        os: [ubuntu-latest]
        node-version: [18, 20]
        include:
          - node-version: 21
            experimental: true

Step 5: Name Jobs Clearly

jobs:
  test:
    name: Test on ${{ matrix.os }} with Node ${{ matrix.node-version }}
    runs-on: ${{ matrix.os }}
    strategy:
      matrix:
        os: [ubuntu-latest, macos-latest]
        node-version: [18, 20]

Common Patterns

Language Version Matrix

Node.js:

strategy:
  matrix:
    node-version: [16, 18, 20]
steps:
  - uses: actions/setup-node@v3
    with:
      node-version: ${{ matrix.node-version }}

Python:

strategy:
  matrix:
    python-version: ['3.9', '3.10', '3.11', '3.12']
steps:
  - uses: actions/setup-python@v4
    with:
      python-version: ${{ matrix.python-version }}

Go:

strategy:
  matrix:
    go-version: ['1.20', '1.21', '1.22']
steps:
  - uses: actions/setup-go@v4
    with:
      go-version: ${{ matrix.go-version }}

Cross-Platform Matrix

strategy:
  matrix:
    os: [ubuntu-latest, macos-latest, windows-latest]
    include:
      # Platform-specific configurations
      - os: ubuntu-latest
        install-cmd: sudo apt-get install
      - os: macos-latest
        install-cmd: brew install
      - os: windows-latest
        install-cmd: choco install

steps:
  - name: Install dependencies
    run: ${{ matrix.install-cmd }} package-name

Database Version Matrix

strategy:
  matrix:
    postgres-version: [12, 13, 14, 15]

services:
  postgres:
    image: postgres:${{ matrix.postgres-version }}
    env:
      POSTGRES_PASSWORD: postgres
    options: >-
      --health-cmd pg_isready
      --health-interval 10s
      --health-timeout 5s
      --health-retries 5

Feature Flag Matrix

strategy:
  matrix:
    feature:
      - name: baseline
        flags: ''
      - name: new-parser
        flags: '--enable-new-parser'
      - name: experimental
        flags: '--enable-experimental'

steps:
  - name: Run tests
    run: npm test ${{ matrix.feature.flags }}

Optimization Strategies

Reduce Matrix Size

Before (12 jobs):

matrix:
  os: [ubuntu-latest, macos-latest, windows-latest]
  node-version: [16, 18, 20, 21]

After (7 jobs):

matrix:
  # Test all versions on Linux only
  os: [ubuntu-latest]
  node-version: [16, 18, 20, 21]
  include:
    # Test latest version on other platforms
    - os: macos-latest
      node-version: 21
    - os: windows-latest
      node-version: 21

Conditional Matrix Expansion

strategy:
  matrix:
    # Always test on Linux
    os: [ubuntu-latest]
    node-version: [18, 20]
    include:
      # Full matrix only on main branch or release tags
      - ${{ github.ref == 'refs/heads/main' || startsWith(github.ref, 'refs/tags/') }}:
        os: [macos-latest, windows-latest]

Parallel vs Sequential

High parallelism (faster, more expensive):

strategy:
  matrix:
    shard: [1, 2, 3, 4, 5, 6, 7, 8]
steps:
  - run: npm test -- --shard=${{ matrix.shard }}/8

Limited parallelism (slower, cheaper):

strategy:
  max-parallel: 2
  matrix:
    shard: [1, 2, 3, 4, 5, 6, 7, 8]

Caching Across Matrix

steps:
  - uses: actions/cache@v3
    with:
      path: ~/.npm
      key: ${{ runner.os }}-node-${{ matrix.node-version }}-${{ hashFiles('**/package-lock.json') }}
      restore-keys: |
        ${{ runner.os }}-node-${{ matrix.node-version }}-
        ${{ runner.os }}-node-

Advanced Patterns

Dynamic Matrix from JSON

jobs:
  setup:
    runs-on: ubuntu-latest
    outputs:
      matrix: ${{ steps.set-matrix.outputs.matrix }}
    steps:
      - id: set-matrix
        run: |
          # Generate matrix dynamically
          MATRIX='{"include":[{"os":"ubuntu-latest","version":"18"},{"os":"macos-latest","version":"20"}]}'
          echo "matrix=$MATRIX" >> $GITHUB_OUTPUT
  
  test:
    needs: setup
    strategy:
      matrix: ${{ fromJSON(needs.setup.outputs.matrix) }}
    runs-on: ${{ matrix.os }}
    steps:
      - run: echo "Testing on ${{ matrix.os }} with version ${{ matrix.version }}"

Matrix with Outputs

jobs:
  test:
    runs-on: ${{ matrix.os }}
    strategy:
      matrix:
        os: [ubuntu-latest, macos-latest]
    outputs:
      result-${{ matrix.os }}: ${{ steps.test.outputs.result }}
    steps:
      - id: test
        run: echo "result=passed" >> $GITHUB_OUTPUT

Reusable Matrix Workflow

# .github/workflows/reusable-matrix.yml
on:
  workflow_call:
    inputs:
      versions:
        required: true
        type: string

jobs:
  test:
    strategy:
      matrix:
        version: ${{ fromJSON(inputs.versions) }}
    runs-on: ubuntu-latest
    steps:
      - run: echo "Testing version ${{ matrix.version }}"

# Caller workflow
jobs:
  test:
    uses: ./.github/workflows/reusable-matrix.yml
    with:
      versions: '["18", "20", "21"]'

Troubleshooting

Too many jobs:

• Use exclude to remove unnecessary combinations
• Test all versions on one OS, latest version on others
• Use conditional matrix expansion for PRs vs main

Jobs failing inconsistently:

• Set fail-fast: false to see all failures
• Check for race conditions or timing issues
• Verify platform-specific dependencies

Slow matrix execution:

• Increase max-parallel if budget allows
• Optimize caching strategy
• Consider test sharding within jobs

Matrix not expanding:

• Verify JSON syntax in fromJSON()
• Check that matrix variables are properly referenced
• Ensure include and exclude syntax is correct

Best Practices

1. Start small: Begin with minimal matrix, expand as needed
2. Test locally first: Verify one configuration works before expanding
3. Use fail-fast: false: See all failures, not just first
4. Name jobs clearly: Include matrix values in job names
5. Cache effectively: Use matrix values in cache keys
6. Optimize for PRs: Smaller matrix for PRs, full matrix for main
7. Document matrix: Explain why each dimension is needed
8. Monitor costs: Track runner minutes usage