pr

name	pr
description	Create or update a pull request. Use when the user wants to create a PR, submit changes for review, or merge their work. Handles git operations, tests, CI monitoring, and PR creation.

Create Pull Request

You are creating or updating a pull request. Follow these steps in order.

Step 1: Verify Feature Branch and Check for Uncommitted Changes

Branch protection rules prevent direct pushes to main. All changes must go through a pull request.

1. Run git branch --show-current to check which branch you're on
2. If on main, create a feature branch first: git checkout -b feat/short-description (use feat/, fix/, chore/, or docs/ prefix as appropriate)
3. Run git status to check for uncommitted changes. If there are changes:
   • Stage and commit them with a clear, descriptive message
   • Push to the remote branch

Step 2: Review and Update README.md

Check if any changes in this PR require documentation updates:

• New features or commands
• Changed setup/installation steps (e.g., Docker commands)
• New environment variables or configuration
• Updated dev workflow
• API changes that affect usage examples

If updates are needed, make them and commit before proceeding.

Step 3: Generate Feature Notification (Optional)

If this PR includes user-facing changes (new features, bug fixes, or improvements), ask the user: "Would you like to notify users about this change? (Run /broadcast)"

If yes, run the /broadcast skill to generate a notification migration, then continue.

Skip this step for:

• Internal refactoring
• Test changes
• Documentation updates
• CI/workflow changes

Step 4: Build and Test

4a: Build

Run dotnet build to verify the project compiles. If it fails (e.g., missing packages), run dotnet restore first, then retry. Fix any compilation errors before proceeding.

4b: Run Tests

Run these checks and ensure they pass:

1. Unit tests: Execute dotnet test — all tests must pass
2. E2E tests:
   • First ensure the E2E Docker profile is running: docker compose --profile e2e up -d --wait
   • Then execute: cd tests/PraxisNote.E2E.Tests && npm test — all tests must pass

STOP if any tests fail. Fix the failures and re-run until all tests pass. Do not proceed to PR creation with failing tests.

Step 5: Self Code Review

Review the full diff against the base branch using git diff main...HEAD and look for:

Code Quality

• Code duplication that could be extracted (DRY principle)
• Performance improvements without added complexity
• Patterns that don't match existing codebase conventions
• Missing null guards or error handling
• Boy Scout Rule: Any banned or discouraged patterns (*ngIf, [ngClass], hardcoded colors, dark: prefix, constructor injection → inject()) in lines touched by this PR should be migrated to their modern equivalents

Security

• Missing rel="noreferrer" on external links (target="_blank")
• Unsanitized user input
• Exposed secrets or credentials

Frontend

• Race conditions in async service calls (e.g., stale responses overwriting newer ones)
• Timezone-safe date handling (use new Date(year, month - 1, day) for date-only strings, not new Date(dateString) which applies timezone offsets)
• Invalid date guards (check isNaN(d.getTime()) before using parsed dates)
• Accessibility issues (missing aria-label on icon-only buttons, semantic HTML)
• Auth interceptor interaction: Any new HttpClient call will go through the auth interceptor, which forces a full page reload on 401. If the call is non-critical (starters, suggestions, background data), use fetch() instead. See CLAUDE.md "Auth Interceptor" section.

Backend

• EF Core: JSON value conversion properties (e.g., HashSet<Guid>) cannot use .Contains() in LINQ-to-SQL — must filter in memory
• EF Core: DbContext is NOT thread-safe — never use Task.WhenAll with multiple repository calls sharing the same scoped DbContext
• Migration safety (if migrations are included):
  • No migrations that exist in main branch were modified (merged migrations are immutable)
  • New migrations have been reviewed for accuracy (especially renames vs drop+add)
  • Destructive changes (DROP TABLE, DROP COLUMN) have been evaluated for data loss

Apply all fixes now. Don't defer them — fix issues before creating the PR so reviewers see a clean initial diff. Commit fixes before proceeding.

Step 6: Create the PR

Once tests pass and self-review fixes are committed:

1. Push any remaining commits to the remote branch
2. Create the PR using gh pr create

Step 7: Browser Validation (While CI Runs)

Purpose: Validate UI changes work correctly and capture visual evidence for review.

Skip this step ONLY for:

• Markdown-only PRs (.md files only)
• Backend-only changes with no UI impact
• Configuration or CI workflow changes

For PRs with UI changes:

1. Start the dev stack: Run docker compose --profile dev-stack up -d

2. Wait for startup: Wait for the app to be available at http://localhost:4200

3. Write a Playwright validation script: Create a script in tests/PraxisNote.E2E.Tests/ (where Playwright is installed) that uses Playwright to navigate to the app and capture screenshots. For PrimeNG components like dropdowns, interact with them directly (click to open, type to filter, click to select) rather than relying on URL query parameters.

4. Capture before/after screenshots (for refactoring PRs):

   • If this is a refactoring PR with no expected visual changes, take screenshots BEFORE making changes (from main branch) and AFTER
   • Compare to verify no unintended visual differences
   • Include screenshots in the PR description or comments

5. Test each UI change: For all UI changes (new features, modifications, refactors, styling changes, library upgrades), the validation script MUST interact with the affected functionality — not just screenshot the page. The script should: (1) trigger or navigate to the affected feature, (2) interact with it (click, type, toggle, hover — whatever the feature does), (3) assert the expected DOM changes occurred, (4) screenshot the result. A screenshot of a page where you haven't exercised the changed functionality is NOT valid validation.

   This applies to:

   • New UI features: Exercise the new functionality end-to-end
   • UI modifications/refactors: Exercise the existing functionality to verify it still works after the change
   • CSS/styling changes: Verify the affected elements render correctly and interactive states (hover, focus, active) still work
   • Library upgrades: Exercise all features that depend on the upgraded library to catch DOM structure or API changes

   For every UI-visible change in this PR:

   • Navigate to the affected area
   • Interact with the feature (click, type, toggle) and verify the expected result
   • Take a screenshot of the working feature
   • Test both light and dark mode if styling is involved (screenshot both)
   • Check responsive behavior if layout changes are involved
   • Test keyboard navigation if interactive elements are added

6. Upload screenshots to GitHub Releases:

   • Get the PR number and repo path programmatically:

     PR_NUM=$(gh pr view --json number -q '.number')
     REPO_PATH=$(gh repo view --json nameWithOwner -q '.nameWithOwner')
     

   • Ensure the pr-screenshots draft release exists:

     gh release view pr-screenshots 2>/dev/null || gh release create pr-screenshots --draft --title "PR Screenshots" --notes "Asset hosting for PR validation screenshots. Do not delete."
     

   • Copy screenshots to a temp directory with PR number prefix (avoids filename collisions across PRs):

     UPLOAD_DIR=$(mktemp -d)
     for f in tests/PraxisNote.E2E.Tests/screenshots/<feature>/*.png; do
       cp "$f" "$UPLOAD_DIR/pr${PR_NUM}-$(basename "$f")"
     done
     

   • Upload all prefixed screenshots to the release:

     gh release upload pr-screenshots "$UPLOAD_DIR"/pr${PR_NUM}-*.png --clobber
     

   • The --clobber flag overwrites if re-uploading after fixes.

7. Add screenshots to PR comment using release download URLs:

   • Construct URLs using the repo path: https://github.com/${REPO_PATH}/releases/download/pr-screenshots/<filename>.png
   • Use gh pr comment with these URLs in markdown ![Alt text](url)
   • For refactoring: "No visual changes - before/after comparison attached"
   • For new features: "Feature working as expected - screenshots attached"

   Example comment:

   ## Browser Validation Screenshots
   
   ### Light Mode
   ![Settings Light](https://github.com/garethbaumgart/praxis-note/releases/download/pr-screenshots/pr507-01-settings-light.png)
   
   ### Dark Mode
   ![Settings Dark](https://github.com/garethbaumgart/praxis-note/releases/download/pr-screenshots/pr507-04-settings-dark.png)
   

8. Clean up: Delete the temp upload directory, any temporary validation scripts, and local screenshot copies. The screenshots persist permanently on the GitHub Release.

   rm -rf "$UPLOAD_DIR"
   

9. Fix any issues: If something doesn't work or looks wrong, fix it, commit, push, and re-run tests

Screenshot requirements by PR type:

PR Type	Required Screenshots
Refactoring (no visual change expected)	Before/after comparison from same view
New UI feature	Feature in action (light + dark mode if styled)
Bug fix with UI impact	Fixed state showing correct behavior
Styling/theming changes	Light mode + dark mode + mobile viewport

If UI validation fails: Fix the issue, commit, push, and restart from Step 4.

Step 8: Acceptance Criteria Verification

If this PR references a GitHub issue, verify that the implementation satisfies all acceptance criteria.

1. Read the linked issue's acceptance criteria using gh issue view <number>
2. For each criterion:
   • Verify the implementation satisfies it (check the code, test results, or browser validation output)
   • Check off the criterion on the issue using gh issue edit to update the body with [x] replacing [ ]
   • If a criterion is NOT met, fix the implementation before proceeding
3. Do NOT proceed to Step 9 until every acceptance criterion is checked off
4. If the issue has no acceptance criteria section, skip this step

This step applies to all PRs that reference a GitHub issue. The agent must go back to the issue and verify each criterion — not just assume the implementation is correct because tests pass.

Step 9: Post-PR Monitoring and Review Comments

After the PR is created, actively monitor and address feedback:

1. Wait for CI: Monitor GitHub Actions for completion using gh pr checks

2. Check for warnings: Review action logs AND annotations for any warnings (not just failures)

   • Use gh api repos/{owner}/{repo}/check-runs/{job_id}/annotations to fetch annotations
   • Common warnings: deprecation notices, bundle size budgets, artifact upload failures, EF Core model validation
   • ALL warnings must be addressed - either fix the issue or update the workflow if it's a false positive

3. Monitor for AI reviews: Actively poll for CodeRabbit and Copilot reviews to complete

   • CodeRabbit: Use gh pr checks - wait until CodeRabbit shows "Review completed"
   • Copilot: Use gh api repos/{owner}/{repo}/pulls/{number}/reviews --jq '.[] | select(.user.login | contains("copilot")) | .state' to check if Copilot has submitted a review (look for "COMMENTED" state)
   • Alternatively, use gh pr view <number> --comments and look for comments from copilot-pull-request-reviewer[bot]
   • Keep checking every 5 minutes until BOTH CodeRabbit AND Copilot reviews are complete

4. Address all comments immediately: When comments appear:

   • Read each comment carefully, including high-level feedback in comment bodies (not just line-specific suggestions)

   IMPORTANT — Acknowledge Every Comment: Every line-level review comment MUST receive one of:

   • A 👍 reaction (if addressing the suggestion) via gh api repos/{owner}/{repo}/pulls/comments/{comment_id}/reactions -X POST -f content='+1'

   • A reply explaining why the suggestion was not adopted (if not addressing it) No comment should be left without acknowledgment. This is verified in Step 10.

   • For high-level feedback in PR comments: Reply to the comment addressing each suggestion

   IMPORTANT - Batch Review Fixes: Address ALL comments from a review round before committing. Collect all fixes, apply them, then commit and push once. This minimizes review cycles — each push triggers a new round of AI reviews, so fewer pushes means faster convergence.

   IMPORTANT - No Deferring Valid Comments: Valid review comments must be addressed in the current PR. Do NOT:

   • Create follow-up issues for feedback that can be fixed now
   • Say "will address in a future PR" for straightforward fixes
   • Defer refactoring suggestions that are clearly improvements

   The only acceptable reasons to not address a comment:

   • The suggestion is factually incorrect or based on a misunderstanding
   • The change would require significant architectural work outside PR scope
   • The suggestion conflicts with an established project pattern (cite the pattern)
   • The reviewer explicitly marked it as "nit" or "optional"

   If you find yourself wanting to defer, ask: "Can I fix this in under 30 minutes?" If yes, fix it now.

5. Verify CI passes: After all fixes, ensure all checks pass (no warnings in annotations)

6. Wait for re-reviews after pushing fixes: Every time you push new commits (from addressing reviewer comments or any other changes), you MUST restart the review monitoring loop:

   • Note the SHA of the latest commit you pushed
   • Wait for Copilot to re-review the new commit: Poll using gh api repos/{owner}/{repo}/pulls/{number}/reviews --jq '.[] | select(.user.login | contains("copilot")) | {state, commit_id: .commit_id}' and verify a review exists for the latest commit SHA. Copilot reviews against older commits do NOT count.
   • Wait for CodeRabbit: Check gh pr checks until CodeRabbit shows "Review completed"
   • Polling timeout: Poll every 2 minutes for up to 10 minutes. If a reviewer has not re-reviewed the latest commit after 10 minutes AND their previous review had no unaddressed comments, proceed to the next step — the reviewer likely has nothing new to add. Only continue waiting past 10 minutes if the reviewer's previous review contained comments that required code changes (i.e., there is a reasonable expectation of a follow-up review).
   • Re-fetch ALL line-level comments: After reviewers have reviewed the latest commit, fetch the full comment list using gh api repos/{owner}/{repo}/pulls/{number}/comments and check for any comments posted since your last comment check. Reviewers may post new comments on intermediate commits while you are working on fixes — checking only the review status is NOT sufficient. You must compare timestamps to find comments you haven't addressed yet.
   • Address any new comments from the re-review (repeat steps 4-6 as needed)
   • This loop continues until: the latest pushed commit has been reviewed by ALL reviewers, all comments are addressed, and CI is green

Do not stop monitoring until: CI is green, all line-level comments have been fetched and addressed, and either (a) all AI reviewers have reviewed the latest commit SHA, or (b) the 10-minute polling timeout has elapsed for reviewers whose previous round had no unaddressed comments.

Step 10: Pre-Merge Verification (Non-Skippable)

This step cannot be overridden or skipped — even when merging autonomously.

Once CI is green and all comments are addressed:

1. Verify test plan completion: Verify that ALL test plan checkboxes in the PR description are checked ([x]). If any remain unchecked, complete the verification and check them off — or fix the implementation if the check fails. Do not proceed until every checkbox is marked done.
2. Verify acceptance criteria: If this PR references a GitHub issue, verify ALL acceptance criteria checkboxes on the issue are checked ([x]). If any remain unchecked, go back to Step 8.
3. Verify all review comments acknowledged: Fetch all line-level comments with gh api repos/{owner}/{repo}/pulls/{number}/comments and verify every comment has either a 👍 reaction or a reply. If any are unacknowledged, go back to Step 9.

Do NOT proceed to Step 11 until all three checks pass.

Step 11: User Approval and Merge

1. Notify the user: Tell them the PR is ready for their review and approval
2. Wait for approval: Do NOT merge until the user explicitly approves
3. If feedback given: Make fixes, commit, push, and repeat from Step 4 (build, tests + browser validation)
4. If approved: Proceed to merge with gh pr merge --squash --delete-branch

Exception: For markdown-only PRs (.md files only), merge immediately without waiting for user approval.