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# Agent Guidance
This document collects implementation rules and workflow conventions for code changes.
## Research Requirements
When a task requires factual information (API specifications, context window sizes, library versions, pricing, rate limits, etc.), **look it up** using web search. Do not rely on educated guesses or assumptions from training data. If you're unsure whether something is a guess, look it up anyway.
## Naming Convention
- Use kebab-case for files (e.g. `user-profile.svelte`, `org.svelte.ts`).
- **Variables must read clearly at the call site.** Avoid opaque single-letter or ultra-short names (`d`, `x`, `tmp`) unless they match a universal convention (e.g. `i` in a trivial index loop). Prefer names that state intent (`deadlineDate`, `parsedUrl`, `nextSection`).
- **After an early `return` (or other guard exit), leave a blank line** before the next statement so the “happy path” block is visually separated from guards.
## Creating a New Route
### Step 1: Validation Schema
```typescript
// packages/utils/src/validation/account/account.ts
export const ZUpdateProfile = z.object({
fullname: z.string().min(5).optional(),
username: z.string().min(1).optional()
});
export type TUpdateProfile = z.infer<typeof ZUpdateProfile>;
```
### Step 2: Database query
Put all direct database access in pure query functions under `packages/db/src/queries/{domain}/`. Routes and services never call Drizzle/`db` (or equivalent) directly—they import and compose these helpers.
```typescript
// packages/db/src/queries/auth/profile.ts
export async function updateProfile(userId: string, data: Partial<TProfile>) {
// …db update returning the row or null if missing
}
```
### Step 3: Service
Services orchestrate one or more query functions (often inside a transaction), apply business rules, and raise `AppError` when something is invalid or missing. **Do not put SQL or other direct DB access in services**—only call query-layer functions and handle in-memory shaping or validation there.
```typescript
// apps/api/src/services/account.ts
import { updateProfile } from '@cio/db/queries/auth';
export async function updateUser(userId: string, data: Partial<TProfile>) {
const updated = await updateProfile(userId, data);
if (!updated) throw new AppError('Profile not found', ErrorCodes.PROFILE_NOT_FOUND, 404);
return updated;
}
```
### Step 4: Route
Routes must return a single type (or a response shape whose `data` is a single type). If multiple shapes are needed, use separate endpoints or a keyed structure (e.g. `data` indexed by a key) so clients get one type per endpoint or key. Do not return a union of shapes from one route based on query parameters.
```typescript
// apps/api/src/routes/account/account.ts
export const accountRouter = new Hono().put(
'/user',
authMiddleware,
zValidator('json', ZUpdateProfile),
async (c) => {
try {
const user = c.get('user')!;
const data = c.req.valid('json');
const result = await updateUser(user.id, data);
return c.json({ success: true, data: result });
} catch (error) {
return handleError(c, error, 'Failed to update profile');
}
}
);
```
### Step 5: Register
```typescript
// apps/api/src/routes/account/index.ts
export * from './account';
// apps/api/src/app.ts
import { accountRouter } from '@api/routes/account';
export const app = new Hono().route('/account', accountRouter);
```
**Route mounts in `app.ts` must use a single root segment.** Do not mount nested paths like `.route('/internal/compliance', ...)` directly in `app.ts`. If a domain has sub-routers, compose them inside the domain's `routes/{domain}/index.ts` and expose a single aggregate router that `app.ts` mounts at `/${domain}`.
```typescript
// apps/api/src/routes/internal/index.ts
import { Hono } from '@api/utils/hono';
import { internalAnalyticsRouter } from './analytics';
import { internalComplianceRouter } from './compliance';
export const internalRouter = new Hono()
.route('/compliance', internalComplianceRouter)
.route('/analytics', internalAnalyticsRouter);
// apps/api/src/app.ts
import { internalRouter } from '@api/routes/internal';
export const app = new Hono().route('/internal', internalRouter);
```
**Route mounts in `app.ts` must use a single root segment.** Do not mount nested paths like `.route('/internal/compliance', ...)` directly in `app.ts`. If a domain has sub-routers, compose them inside the domain's `routes/{domain}/index.ts` and expose a single aggregate router that `app.ts` mounts at `/${domain}`.
```typescript
// apps/api/src/routes/internal/index.ts
import { Hono } from '@api/utils/hono';
import { internalAnalyticsRouter } from './analytics';
import { internalComplianceRouter } from './compliance';
export const internalRouter = new Hono()
.route('/compliance', internalComplianceRouter)
.route('/analytics', internalAnalyticsRouter);
// apps/api/src/app.ts
import { internalRouter } from '@api/routes/internal';
export const app = new Hono().route('/internal', internalRouter);
```
### Step 6: Build
```bash
pnpm --filter @cio/api build
```
### Step 7: Frontend Types & API Class
```typescript
// apps/dashboard/src/lib/features/account/utils/types.ts
import { classroomio } from '$lib/utils/services/api';
export type UpdateProfileRequest = typeof classroomio.account.user.$put;
```
```typescript
// apps/dashboard/src/lib/features/account/api/account.svelte.ts
import type { UpdateProfileRequest } from '../utils/types';
class AccountApi extends BaseApiWithErrors {
async updateProfile(fields: TUpdateProfile) {
const result = ZUpdateProfile.safeParse(fields);
if (!result.success) {
this.errors = mapZodErrorsToTranslations(result.error);
return;
}
await this.execute<UpdateProfileRequest>({
requestFn: () => classroomio.account.user.$put({ json: result.data }),
logContext: 'updating profile',
onSuccess: () => {
snackbar.success('Profile updated');
this.success = true;
},
onError: (result) => {
if ('field' in result) this.errors[result.field] = result.error;
}
});
}
}
```
## Frontend Conventions
### Request Types and Where Types Live
Define all request and response-related types in the feature’s `utils/types.ts` file. **Do not define types or interfaces in `.svelte.ts` files** (e.g. `api/*.svelte.ts` or `store/*.svelte.ts`). Infer types from the API: request type from the RPC call, then success/data from the response type.
```typescript
// apps/dashboard/src/lib/features/org/utils/types.ts
import { classroomio, type InferResponseType } from '$lib/utils/services/api';
export type GetTeamRequest = typeof classroomio.organization.team.$get;
export type CreateOrgRequest = typeof classroomio.organization.$post;
export type UpdateOrgRequest = typeof classroomio.organization.$put;
export type DeleteTeamRequest = (typeof classroomio.organization)['team'][':memberId']['$delete'];
export type GetTeamSuccess = Extract<InferResponseType<GetTeamRequest>, { success: true }>;
export type OrganizationTeamMembers = GetTeamSuccess['data'];
```
### Type Inference Rules
**Never import types from `@cio/db/queries` into dashboard code.**
**Never define types in `.svelte.ts` files.** Put them in `{domain}/utils/types.ts` and infer from API return types.
Pattern:
1. Define request type: `typeof classroomio.{route}.$method`
2. Infer response type: `InferResponseType<RequestType>`
3. Extract success response: `Extract<ResponseType, { success: true }>`
4. Extract data type: `SuccessType['data']`
For response shapes that need a small normalization (e.g. API returns `JSONValue`, app needs `Record<string, number>`), derive a normalized type in `types.ts` from the success `data` type (e.g. `Omit<Data, 'roleMapping'> & { roleMapping: Record<string, number> }`).
**Do not export custom types from `apps/api/src/rpc-types.ts`.** Only re-export Hono client types (e.g. `InferRequestType`, `InferResponseType`) and the typed client (`Client`, `hcWithType`). All feature-specific types belong in the dashboard's feature `utils/types.ts`, inferred from the API.
### API Class Pattern
API classes handle all logic; components should be thin.
### Translations (UI copy)
- No hardcoded user-facing text in components.
- Strings live in `apps/dashboard/src/lib/utils/translations/en.json`.
- Use `$t('key.path')` in markup and `t('key.path')` in script.
Example:
```svelte
<script lang="ts">
import { t } from '$lib/utils/functions/translations';
</script>
<h1>{$t('course.navItem.lessons.heading_v2')}</h1>
```
Snackbar:
- Use translation keys directly (e.g. `snackbar.success('snackbar.profile.updated')`).
- Only use `t(...)` when combining keys or building dynamic strings.
Outside Svelte components:
- Use `t.get('key.path')` inside plain functions or utilities.
### Utility Functions Pattern
- Extract reusable transformations to `apps/dashboard/src/lib/features/{domain}/utils/{feature}-utils.ts`.
- Keep functions pure and accept all required data as parameters.
### Svelte store binding
You can bind form controls directly to a writable store’s properties. Svelte compiles `bind:value={$store.someProp}` so that reads come from the store and writes go back through the store (via `set`/`update`). Prefer this over duplicating state in the component and syncing with `$effect` (which can cause infinite loops or redundant updates).
```svelte
<script lang="ts">
import { inviteSettingsStore } from './store';
</script>
<InputField bind:value={$inviteSettingsStore.customExpiresAt} />
<Select.Root type="single" bind:value={$inviteSettingsStore.preset}>
```
### Form Structure
For large dashboard forms, group fields by section instead of rendering one long flat list of controls.
- Use a top-level `Field.Group` as the form container.
- Split each logical section into its own `Field.Set`.
- Use `Field.Legend` for the section title.
- Separate sibling sections with `Field.Separator`.
- Inside each section, wrap related controls in an inner `Field.Group`.
- Put every control inside `Field.Field`, and use `orientation="horizontal"` for toggle or checkbox rows.
- Use `Field.Description` for helper copy that applies to a whole section.
Pattern:
```svelte
<Field.Group>
<Field.Set>
<Field.Legend>{$t('settings.section.heading')}</Field.Legend>
<Field.Field orientation="horizontal">
<Switch bind:checked={$store.section.enabled} />
<Field.Label>{$t('settings.section.toggle')}</Field.Label>
</Field.Field>
<Field.Group>
<Field.Field>
<Field.Label>{$t('settings.section.title')}</Field.Label>
<Input bind:value={$store.section.title} />
</Field.Field>
<Field.Field>
<Field.Label>{$t('settings.section.description')}</Field.Label>
<Textarea bind:value={$store.section.description} />
</Field.Field>
</Field.Group>
</Field.Set>
<Field.Separator />
<Field.Set>
<Field.Legend>{$t('settings.other.heading')}</Field.Legend>
<!-- more grouped fields -->
</Field.Set>
</Field.Group>
```
Use `@cio/ui/custom/*-field` wrappers for standard app forms. When building larger settings/editor screens that need legends, descriptions, separators, grouped rows, or mixed controls such as `Switch`, `Checkbox`, `RadioGroup`, image pickers, and action buttons, compose the form with `@cio/ui/base/field` primitives and the matching base inputs instead.
### Reactive built-in collections
In Svelte 5, the built-in `Set` and `Map` classes are **not** reactive. Use `SvelteSet` and `SvelteMap` from `svelte/reactivity` instead. They are already reactive on their own — do **not** wrap them in `$state()`.
```svelte
<script lang="ts">
import { SvelteSet } from 'svelte/reactivity';
let selectedIds = new SvelteSet<string>();
// Mutations are reactive — no clone-and-reassign needed
selectedIds.add('abc');
selectedIds.delete('abc');
selectedIds.clear();
</script>
```
### Server-Side API Calls
Use `.server.ts` files for server-side code to isolate API keys.
### UI Components
- Add new UI components under `packages/ui/src` following existing folder patterns.
- Document component usage and props in `packages/ui/README.md`.
- Add example usages and variants in Storybook stories under `packages/storybook/src`.
- See `packages/ui/README.md` and `packages/storybook/README.md` for full guidance.
- For dashboard forms, prefer `@cio/ui/custom/*-field` wrappers (for example `InputField`, `TextareaField`, `CheckboxField`) so label/error/spacing behavior stays consistent.
- Use base primitives (`@cio/ui/base/input`, `@cio/ui/base/textarea`, `@cio/ui/base/checkbox`, `@cio/ui/base/label`) only when creating/updating reusable UI components or when no custom field wrapper exists.
- In app-level form UIs, do not introduce native form controls (`<input>`, `<textarea>`, `<label>`) when equivalent `packages/ui` components exist.
- **Theme color classes:** Classes that use colors from `packages/ui/src/index.css` (e.g. `text-muted-foreground`, `text-primary`) must be prefixed with `ui:` in dashboard code so they resolve against the UI theme (e.g. `ui:text-muted-foreground`, `ui:text-primary`). Only color-related utilities need the prefix; layout/sizing classes like `rounded`, `border`, `p-4` stay unprefixed (Tailwind defaults).
## Best Practices Summary
### ✅ DO
- Use `AppError` with error codes and status codes
- Handle transactions in services
- Use `handleError` utility in route catch blocks
- Validate with Zod on both client and server
- Define request types in `{domain}/utils/types.ts` for reusability
- Use `this.execute<RequestType>()` in API classes (never call RPC directly)
- Keep components thin - only render UI and call API methods
- Use `.server.ts` for server-side API calls with API keys
- Use non-null assertion (`!`) for `user` when `authMiddleware` is present
- Put all user-facing copy in translations and reference by key
- Use `SvelteSet`/`SvelteMap` from `svelte/reactivity` for reactive collections (not `new Set`/`new Map`)
### ❌ DON'T
- Put business logic in routes or queries
- Include validation in queries (belongs in routes)
- Handle HTTP concerns in services
- Skip client-side validation
- Let components handle validation, navigation, or snackbar
- Include API key logic in `.svelte.ts` files
- **Define types or interfaces in `.svelte.ts` files** — use `{domain}/utils/types.ts` and infer from API types
- Call RPC client directly in server files (use `.server.ts` classes)
- Add unnecessary null checks for `user` when `authMiddleware` is present
- Write plain English strings in components
- Use `new Set()`/`new Map()` for mutable reactive state — use `SvelteSet`/`SvelteMap` instead
- Wrap `SvelteSet`/`SvelteMap` in `$state()` — they are already reactive
- **Use inline type imports** (e.g. `import('Package').Type` in type positions) — use top-level `import type` instead
## Checklist for New Routes
- [ ] **Validation**: Schema in `packages/utils/src/validation/{entity}/`
- [ ] **Query**: Pure functions in `packages/db/src/queries/{domain}/`
- [ ] **Service**: Business logic in `apps/api/src/services/`
- [ ] **Route**: Handler in `apps/api/src/routes/{domain}/` (each route returns a single type)
- [ ] **Registration**: Export and register in `app.ts`
- [ ] **Build**: Run `pnpm --filter @cio/api build`
- [ ] **Frontend Types**: Request types in `apps/dashboard/src/lib/features/{domain}/utils/types.ts` (infer from API; do not import from `rpc-types`)
- [ ] **Frontend API**: API class in `apps/dashboard/src/lib/features/{domain}/api/`
## Common Patterns
### Query error logging (`packages/db/src/queries`)
In every `catch` block, log the original error with the function name so logs are traceable:
```typescript
} catch (error) {
console.error('functionName error:', error);
throw new Error(`Failed to ...`);
}
```
### Transactions
```typescript
const result = await db.transaction(async (tx) => {
const org = await createOrganization({ name, siteName });
const member = await createOrganizationMember({ orgId: org.id, userId });
return { org, member };
});
```
### Pagination
```typescript
const paginationSchema = z.object({
page: z.string().transform(Number).pipe(z.number().min(1)).default('1'),
limit: z.string().transform(Number).pipe(z.number().min(1).max(100)).default('20')
});
return c.json({
success: true,
data: items,
pagination: { page, limit, total, totalPages: Math.ceil(total / limit) }
});
```
## Refactoring Components to Features/UI
When moving from `apps/dashboard/src/lib/components/` to `apps/dashboard/src/lib/features/ui/`:
1. **Single-file**: `components/CodeSnippet/index.svelte` → `features/ui/code-snippet.svelte`
2. **Multi-file**: `components/Confetti/` → `features/ui/confetti/confetti.svelte`
3. **Update exports** in `features/ui/index.ts`
4. **Update imports**: `import { Component } from '$features/ui';`
5. **Delete old files** and verify no remaining references