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Add AGENTS.md (#10739)
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Outline is a fast, collaborative knowledge base built for teams. It's built with React and TypeScript in both frontend and backend, uses a real-time collaboration engine, and is designed for excellent performance and user experience. The backend is a Koa server with an RPC API and uses PostgreSQL and Redis. The application can be self-hosted or used as a cloud service.
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There is a web client which is fully responsive and works on mobile devices.
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**Monorepo Structure:**
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- **`app/`** - React web application with MobX state management
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- **`server/`** - Koa API server with Sequelize ORM and background workers
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- **`shared/`** - Shared TypeScript types, utilities, and editor components
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- **`plugins/`** - Plugin system for extending functionality
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- **`public/`** - Static assets served directly
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- **Various config files** - TypeScript, Vite, Jest, Prettier, Oxlint configurations
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Refer to /docs/ARCHITECTURE.md for detailed architecture documentation.
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## Instructions
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You're an expert in the following areas:
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- TypeScript
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- React and React Router
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- MobX and MobX-React
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- Node.js and Koa
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- Sequelize ORM
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- PostgreSQL
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- Redis
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- HTML, CSS and Styled Components
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- Prosemirror (rich text editor)
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- WebSockets and real-time collaboration
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## General Guidelines
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- Use early returns for readability.
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- Emphasize type safety and static analysis.
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- Follow consistent Prettier formatting.
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- Do not replace smart quotes ("") or ('') with simple quotes ("").
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## Dependencies and Upgrading
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- Use yarn for all dependency management.
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- After updating dependency versions, install to update lockfiles:
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```bash
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yarn install
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```
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## TypeScript Usage
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- Use strict mode.
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- Avoid "unknown" unless absolutely necessary.
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- Never use "any".
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- Prefer type definitions; avoid type assertions (as, !).
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- Always use curly braces for if statements.
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- Avoid # for private properties.
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- Prefer interface over type for object shapes.
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## Classes & Code Organization
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### Class Member Order
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1. Public static variables
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2. Public static methods
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3. Public variables
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4. Public methods
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6. Protected variables & methods
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8. Private variables & methods
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### Exports
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- Exported members must appear at the top of the file.
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- Prefer named exports for components & classes.
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- Document ALL public/exported functions with JSDoc.
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## React Usage
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- Use functional components with hooks.
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- Event handlers should be prefixed with "handle", like "handleClick" for onClick.
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- Avoid unnecessary re-renders by using React.memo, useMemo, and useCallback appropriately.
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- Use descriptive prop types with TypeScript interfaces.
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- You do not need to import React unless it is used directly.
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- Use styled-components for component styling.
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- Ensure high accessibility (a11y) standards using ARIA roles and semantic HTML.
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## MobX State Management
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- Use MobX stores for global state management.
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- Keep stores in `app/stores/`.
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- Use `observable`, `action`, and `computed` decorators appropriately.
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- Prefer computed values over manual calculations in render.
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- Keep business logic in stores, not components.
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## Database & ORM
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- Use Sequelize models in `server/models/`.
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- Generate migrations with Sequelize CLI:
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```bash
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yarn sequelize migration:create --name=add-field-to-table
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```
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- Run migrations with `yarn db:migrate`.
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- Use transactions for multi-table operations.
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- Add appropriate indexes for query performance.
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- Always handle database errors gracefully.
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## API Design
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- RESTful endpoints under `/api/`.
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- Authentication endpoints under `/auth/`.
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- Use consistent error responses.
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- Validate request data using the validation middleware and schemas
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- Use presenters to format API responses.
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- Keep API routes thin, use model methods for business logic, or commands if logic spans multiple models.
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## Authentication & Authorization
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- JWT tokens for authentication.
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- Policies in `server/policies/` for authorization.
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- Use cancan-style ability checks.
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- Use authenticated middleware for protected routes.
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- Always verify user permissions before data access.
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## Real-time Collaboration
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- WebSocket connections for real-time updates.
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- Use Y.js for collaborative editing.
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- Handle connection state changes gracefully.
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## Documentation
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- All public/exported functions & classes must have JSDoc.
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- Include:
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- Description
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- @param and @return (start lowercase, end with period)
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- @throws if applicable
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- Add a newline between the description and the @ block.
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- Use correct punctuation.
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## Testing
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- Run tests with Jest:
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```bash
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# Run all tests
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yarn test
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# Run specific test suites
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yarn test:app # Frontend tests
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yarn test:server # Backend tests
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yarn test:shared # Shared code tests
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# Run specific test file
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yarn test path/to/test.spec.ts
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```
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- Write unit tests for utilities and business logic in a collocated .test.ts file.
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- Mock external dependencies appropriately in __mocks__ folder.
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- Aim for high code coverage but focus on critical paths.
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## Code Quality
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- Use Oxlint for linting: `yarn lint`
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- Format code with Prettier: `yarn format`
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- Check types with TypeScript: `yarn tsc`
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- Pre-commit hooks run automatically via Husky.
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- Fix linting issues before committing.
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## Error Handling
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- Use custom error classes in `server/errors.ts`.
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- Always catch and handle errors appropriately.
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- Log errors with appropriate context.
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- Return user-friendly error messages.
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- Never expose sensitive information in errors.
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## Performance
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- Use React.memo for expensive components.
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- Implement pagination for large lists.
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- Use database indexes effectively.
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- Cache expensive computations.
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- Monitor performance with appropriate tools.
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- Lazy load routes and components where appropriate.
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## Security
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- Sanitize all user input.
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- Use CSRF protection.
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- Use rateLimiter middleware for sensitive endpoints.
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- Follow OWASP guidelines.
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- Never store sensitive data in plain text.
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- Use environment variables for secrets.
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