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awesome-copilot/docs/maintainers/canvas-evidence-and-metrics.md
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James MontemagnoCopilot AppAaron Powell
 d82df27473 Phase 3: canvas smoke-test evidence and weekly review metrics (#4184) (#4191) 
* Phase 3: canvas smoke-test evidence, safe auto-merge, and weekly review metrics (#4184)

Adds the canvas-smoke-test check with review evidence, a config-gated safe auto-merge workflow (disabled by default), and a weekly review operating metrics workflow, plus maintainer docs.

Refs github/awesome-copilot#4184

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Trigger safe auto-merge sweep after Submission Gate Writer completes

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Rename thirdParty identifier to satisfy codespell

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Address Copilot review on canvas smoke test, auto-merge, and metrics

- Bind canvas report writer to the triggering workflow_run PR (base/head repo, ref, SHA)
- Bound PNG inflation by IHDR-derived size and a decoded-bytes budget
- Classify file: URLs as unsafe manifest paths
- Follow CommonJS require() and literal dynamic imports; error on missing
  reachable targets and devDependency-only runtime imports
- Validate removed extension paths and orphaned plugins instead of skipping
- Warn on .py/.rb/.pl scripts
- Auto-merge: support CODEOWNERS teams (fail closed), front matter authors,
  list PRs by head SHA, only fall back to direct merge on clean status,
  drop ineffective check_run trigger
- Metrics: ignore reviews before the PR was ready for review

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Docs: note microsoft/azure-dev-tools as a portable marketplace for the review model

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Auto-merge: only trust submission-gate runs from the Submission Gate Writer

Adds trusted_checks (default submission-gate -> external_id
submission-gate-writer). Any other check run or status with that name on the
head SHA blocks arming, so a PR-defined job cannot satisfy the gate.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Harden canvas smoke-test checker

- String-, template-, and regex-aware comment stripping so literals containing // cannot hide imports
- Never follow symlinks or read non-regular files; bounded, contained reads
- Validate plugins whose plugin.json was deleted
- Reject unsafe extension IDs in plugin manifests before materialization

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Phase 3: remove auto-merge, isolate canvas smoke test, harden checker

- Remove safe auto-merge (config, workflow, script, tests, labels) per
  maintainer review; documented as deferred pending a security review.
- Restore validate-canvas-extensions.yml to main and move the smoke test
  to its own canvas-smoke-test.yml workflow scoped to extensions/**.
- Reject duplicate IHDR chunks in preview PNGs.
- Mask string/template/regex literal contents before extracting dynamic
  import() and require() specifiers.
- Resolve package.json imports aliases through the same classifier and
  module graph; fail closed on alias shapes that cannot be analyzed.
- Rename docs to canvas-evidence-and-metrics.md and update references.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Fix canvas smoke and review metrics findings

- Trigger canvas smoke tests for plugin changes while skipping expensive setup when target detection finds no canvas coverage.
- Fail reachable data: imports while preserving warnings for unreachable module data: imports.
- Use base plugin manifests for deleted bundle plugin detection and fail closed when base manifests cannot be read.
- Paginate GraphQL PR review pages before computing weekly review metrics.
- Report workflow run API collection errors as incomplete automation health instead of not found.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Address follow-up canvas review findings

Fail closed on non-literal runtime imports, require canonical PNG termination, restrict comment updates to github-actions[bot], and paginate external-plugin label events.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

---------

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Aaron Powell <me@aaron-powell.com>
2026-10-07 16:36:13 +11:00

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# Canvas review evidence and review metrics
This guide covers phase 3 ("safe acceleration") of [#4184](https://github.com/github/awesome-copilot/issues/4184):
1. [Canvas review evidence](#canvas-review-evidence): the `canvas-smoke-test` check.
2. [Weekly operating metrics](#weekly-operating-metrics): `.github/review-metrics.yml` and `.github/workflows/review-metrics.yml`.
3. [Deferred: auto-merge](#deferred-auto-merge).
4. [Portability to MOS3](#portability-to-mos3).
Phase 1 owns reviewer routing (CODEOWNERS, `.github/review-routing.yml`, reviewer labels). Phase 2 owns the `submission-gate` check, `merge-risk:*` tiers, and state labels. This phase consumes those signals and falls back gracefully when they do not exist yet.
## Canvas review evidence
### What runs
`.github/workflows/canvas-smoke-test.yml` runs on PRs to `main` that change `extensions/**`, `plugins/**`, or the checker and its workflow. It first runs the checker's target detection without installing dependencies or the Copilot CLI; ordinary plugin-only changes that do not add, remove, or reference canvas extensions skip the expensive steps. Canvas extensions are still submitted only under `extensions/`, so `validate-canvas-extensions.yml` keeps its existing scope and is unchanged. The `canvas-smoke-test` job reports:
- **Skipped (success)** when the PR changes no canvas extension or extension-bearing plugin paths, including ordinary plugin-only changes and checker/workflow-only changes.
- **Pass (removal accepted)** when an extension directory and its plugin were both deleted. Deleting only `extension.mjs`, or leaving a plugin that still references or was the direct plugin for a deleted extension, fails.
- **Pass or fail** otherwise, from `eng/canvas-smoke-test.mjs`.
For each affected extension, the checker:
| Area | Checks |
|---|---|
| Module graph | Parses `extension.mjs` and every reachable local module **without executing it** (`vm.SourceTextModule` / `vm.compileFunction`). Reachability follows static imports, literal dynamic `import()` calls, and literal CommonJS `require()` calls (call-shaped text inside strings, templates, and regexes is ignored). `package.json` `imports` aliases (`#name`) resolve through the same checks; alias shapes the checker cannot analyze fail. Every reachable reference must resolve to a file inside the extension, a Node.js built-in, the host-provided `@github/copilot-sdk`, or a runtime dependency (`dependencies`, `optionalDependencies`, `peerDependencies`). Remote (`http:`/`https:`), `data:`, absolute, `..`, missing, `devDependencies`-only, and undeclared references fail. Modules not reachable from `extension.mjs` (often browser assets for the canvas webview) produce warnings instead. |
| Files | Missing referenced files, unsafe paths (`..`, absolute paths, `file:` URLs), symlinks, committed `node_modules`, native binaries (ELF, PE, Mach-O, `.node`, `.dll`, `.so`, WebAssembly), executable git modes, and files over 5 MB fail. Shell, batch, PowerShell, Python, Ruby, and Perl scripts, shebang files, and unrecognized binaries are reported as warnings for the reviewer. |
| Preview | `assets/preview.png` must exist, decode as a real PNG (signature, chunk CRCs, `IHDR`, palette, `IEND`, inflated image data and filter bytes), be at most 5 MB, decode to at most 256 MiB of image data (checked before decompression), and meet the minimum dimensions. |
| Plugin | Materializes the plugin with `eng/materialize-plugins.mjs` in a temporary copy, validates the served `plugin.json` against the Agent Plugins schema, and confirms `com.github.copilot/extensions/<id>/extension.mjs` exists. |
| Install | Installs the materialized plugin with the GitHub Copilot CLI from an ephemeral local marketplace, in an isolated `COPILOT_HOME` with all tokens removed, and verifies it with `copilot plugin list --json`. CI uses `--install require`. |
| Capabilities | Summarizes what an extension uses (for example filesystem, child processes, network, `process.env`, dynamic code) so reviewers can compare it with the stated purpose. |
Preview minimum dimensions default to **400 × 160 px**. Every existing preview meets this; the smallest are 475 × 440, 720 × 165, 544 × 306, and 657 × 270. Change the minimum with the repository variables `CANVAS_PREVIEW_MIN_WIDTH` and `CANVAS_PREVIEW_MIN_HEIGHT`, or with `--min-preview-width` and `--min-preview-height` locally.
### Review artifact
The job writes a concise report to the job summary and uploads the `canvas-smoke-test-results` artifact (7-day retention) with `report.md`, `results.json`, and the preview images. The report includes plugin and extension metadata, changed files, capabilities, the preview, and every validation and smoke-test result.
`.github/workflows/canvas-smoke-test-comment.yml` follows the repository's reader/writer split. The reader (`canvas-smoke-test.yml`) runs untrusted PR content with a read-only token and no secrets. The writer runs from `main` on `workflow_run` and binds the artifact to the triggering run before writing: the PR must target this repository, its head repository, branch, and SHA must match the run, and it must appear in `workflow_run.pull_requests` or be the only open PR with that head. It also neutralizes `@` mentions, and upserts one PR comment marked `<!-- canvas-smoke-test -->`. It does not comment on skipped PRs that never had a report.
### Running locally
```bash
node eng/canvas-smoke-test.mjs --all --install never # every extension, no CLI install
node eng/canvas-smoke-test.mjs --changed-files changed.txt # only what a diff touches
node --test eng/canvas-smoke-test.test.mjs
```
Exit codes: `0` pass or skipped, `1` contribution problems, `2` infrastructure error.
## Weekly operating metrics
`.github/workflows/review-metrics.yml` runs every Monday at 14:00 UTC and on demand. `eng/review-metrics.mjs` collects read-only data and then:
- writes the report to the job summary and uploads the `review-metrics` artifact (`metrics.json` and `report.md`, 90-day retention);
- updates the body of the tracking issue labeled `review-metrics`, creating and pinning it the first time;
- adds the week's report to that issue as a comment so trends stay visible.
### Definitions
All times are UTC. The window is the previous `window_days` (default 7) days. PRs authored by bots are excluded from contribution counts and review timings. A **maintainer review** is a submitted review from a user with write access who is not the PR author and not a bot.
| Metric | Definition |
|---|---|
| Open contributions by state | Open, non-draft contribution PRs to `main`, grouped by phase 2 state label; PRs without one are `unlabeled`. Open `external-plugin` issues are grouped by their state labels. |
| Open contributions by risk tier | The same PRs grouped by `merge-risk:*`; PRs without one are `unclassified`. |
| Time to first review | For PRs whose first maintainer review landed in the window: first review time minus the later of creation and the last ready-for-review event. Reviews submitted before that start (for example before a PR went back to draft) are ignored. Median and p90 (linear interpolation), in wall-clock hours or days. |
| Time to merge | For PRs merged in the window: merge time minus creation time. Median and p90. |
| Reviews per maintainer | Maintainer reviews submitted in the window, and the distinct PRs each maintainer reviewed. |
| Reviewer concentration | Based on distinct PRs reviewed per maintainer. **Top-reviewer share** is the busiest maintainer's share. **HHI** (Herfindahl-Hirschman index) is the sum of squared shares × 10,000: 10,000 means one reviewer did everything, and above 2,500 is highly concentrated. **Effective reviewers** is 1 divided by the unscaled HHI. |
| Items past 2 and 4 business days | Items waiting on a maintainer longer than each target: open, non-draft PRs without a maintainer review since the clock started and without `requires-submitter-fixes` (the clock starts at creation or the last ready-for-review event), and `external-plugin` issues labeled `ready-for-review` or `awaiting-approval` (the clock starts when that label was last added). Business days count Monday through Friday only, with partial days counted fractionally. |
| Automation failure rate | For the configured `automation_workflows`: runs created in the window with conclusion `failure`, `timed_out`, or `startup_failure`, divided by completed runs excluding `cancelled`, `skipped`, `neutral`, `action_required`, and `stale`. Workflows that do not exist yet are listed as "not found". |
`.github/review-metrics.yml` configures the window, targets, label sets, workflows, and tracking issue. Missing labels never cause errors.
### Running locally
```bash
node eng/review-metrics.mjs --repo github/awesome-copilot --dry-run --output-dir ./metrics
node --test eng/review-metrics.test.mjs
```
## Deferred: auto-merge
Safe auto-merge was proposed in this phase and removed before merge. Arming GitHub auto-merge from automation would codify workarounds to repository and organization policy (required reviewers and Copilot code review approvals), and its triggers widen the attack surface; this repository does not use `pull_request_target` ([#2625](https://github.com/github/awesome-copilot/pull/2625)). It is deferred until maintainers have reviewed the approach with GitHub security. Until then, maintainers merge PRs once `submission-gate` passes.
## Portability to MOS3
The #4184 automation is driven by repository-local configuration and self-contained scripts, so another repository such as MOS3 can adopt it by copying files and editing configuration rather than code.
| Artifact | Phase | How to port | Repository-specific settings |
|---|---|---|---|
| `CODEOWNERS` with team owners | 1 | Copy the structure | Team names and path patterns |
| `.github/review-routing.yml` | 1 | Copy and edit | Reviewer pools, targets, escalation |
| `.github/risk-tiers.yml` | 2 | Copy and edit | Path and risk classification rules |
| `submission-gate` check | 2 | Copy the workflow and script | Required checks per tier; include `canvas-smoke-test` only where canvas extensions exist |
| `canvas-smoke-test` (`eng/canvas-smoke-test.mjs`, `canvas-smoke-test.yml`, `canvas-smoke-test-comment.yml`) | 3 | Copy as-is where the repository ships canvas extensions and `eng/materialize-plugins.mjs` | `CANVAS_PREVIEW_MIN_WIDTH` and `CANVAS_PREVIEW_MIN_HEIGHT` variables |
| `.github/review-metrics.yml`, `eng/review-metrics.mjs`, `.github/workflows/review-metrics.yml` | 3 | Copy as-is | State and risk labels, automation workflow list, tracking issue title |
| `eng/lib/review-automation-github.mjs` | 3 | Copy as-is | None (uses `GITHUB_TOKEN` or the `gh` CLI) |
The phase 3 scripts depend only on Node.js 22 and `js-yaml`. Workflows gate automatic runs on `github.repository_owner == 'github'`; update that condition when porting. `.github/workflows/setup-labels.yml` creates the `review-metrics` label.
### Other marketplaces: `microsoft/azure-dev-tools`
[`microsoft/azure-dev-tools`](https://github.com/microsoft/azure-dev-tools) is another Copilot plugin marketplace (`copilot plugin marketplace add microsoft/azure-dev-tools`, marketplace ID `azure-dev-tools`). It ships canvas plugins such as `azure-functions-hosted-skills`, `azure-resources-query`, `azure-cost-health-check`, and `azure-sre-agent`, plus the skill-only `canvas-authoring` plugin. It can reuse the same review model: CODEOWNERS teams, `review-routing.yml`, risk tiers, `submission-gate`, `canvas-smoke-test`, and the metrics workflow.
- **Maps directly:**
- Canvas smoke-test and preview evidence: module graph, capability summary, unsafe paths, binaries, and `assets/preview.png` checks.
- Risk tiers and `submission-gate` rules.
- Weekly metrics.
- **Differences:**
- The plugins are first-party and Microsoft-owned, so resource ownership comes from CODEOWNERS teams more than contributor front matter. Contributor-history signals matter less there.
- Releases are pinned to immutable per-plugin tags, while awesome-copilot materializes plugins from the default branch. Point the smoke test's install step at the plugin source for the release tag. Treat release-tag or version bumps as their own risk tier that always needs maintainer review.
- Plugins with no canvas extension, such as `canvas-authoring`, report `canvas-smoke-test` as skipped. The check's layout detection (`extensions/<id>/` plus a matching `plugins/<id>/plugin.json`) may need adjusting to that repository's structure.
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