docs: add agent codebase guide
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# Dashboard architecture
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## Stack and boundary
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The operator console is a React 19 + TypeScript + Vite application under `apps/dashboard`. Express serves its production build, private media, API, authentication endpoints, and SSE streams from the same origin. TanStack Query owns server state; React Router owns navigation and route-addressable state.
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Shared HTTP/SSE schemas live in `packages/api-contracts`. The server and client should not duplicate transport interfaces by hand.
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## Routes
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| Route | Responsibility |
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| --- | --- |
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| `/` | Health, per-account delivery/cooldown state, timers, workload, and recent activity. |
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| `/attention` | Human handoffs, delivery failures, account risks, and other actionable items. |
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| `/outreach` | Durable candidate funnel and active candidate detail. |
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| `/conversations` | Searchable account-aware conversation inbox. |
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| `/conversations/:conversationId` | Conversation history, context, suggestions, and guarded sending. |
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| `/media` | Authenticated, privacy-conscious media gallery and sync controls. |
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| `/performance` | Mature outcome trends, strategy/subreddit results, and model usage. |
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| `/operations` | Background jobs, sync state, events, rate limits, and technical logs. |
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| `/settings` | Validated runtime configuration and account/session management. |
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Navigation is declared in `app/navigation.ts`; route elements are composed in `app/router.tsx`.
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## State model
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- Remote state: TanStack Query snapshots parsed by shared Zod schemas.
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- Route/filter/selection state: URL/search params when it should survive navigation or be shareable.
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- Ephemeral UI state: component/provider state, such as dialogs and notification presentation.
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- Persistent presentation state: guarded browser storage only when explicitly useful (for example notification history).
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Do not introduce a general global state store unless a demonstrated cross-feature need cannot fit these boundaries.
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## HTTP and contracts
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`api/request.ts` owns authenticated request mechanics and failure conversion. `api/client.ts`/`api/queries.ts` expose typed calls and query keys. Parse every response at the boundary. Strict schemas are deliberate: when the server adds a field, update the shared contract and its consumers in the same change.
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Mutations should display the confirmed server result. Start/stop, config, sync, import, and send actions must not use optimistic success for operational state.
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Account delivery state is reported per runtime (`ready`, stopped/failed/login-required, Matrix cooldown, replies prioritized, or pacing). Preserve account attribution when presenting cooldowns and failures; a blocked account does not imply every account is blocked.
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## Realtime model
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`RealtimeProvider` connects to `/api/events/stream`. Event IDs support bounded replay/resume. Each event family either updates a narrowly safe cache value or invalidates the relevant HTTP snapshot. Reconnect and stale detection live in the app layer, not individual feature pages.
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Rules:
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- HTTP remains authoritative.
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- Duplicate/replayed events must be harmless.
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- A disconnected stream marks data stale but does not blank useful cached content.
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- Invalid event payloads are contained and repaired with a snapshot refresh.
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- User-triggered outcomes may create toasts; durable/history-worthy events also appear in the notification center/activity views.
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- Raw technical logs belong in Operations, not as general user notifications.
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## Authentication and privacy
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The login form exchanges the administrator token for an HttpOnly, SameSite=Strict cookie. API clients may use Bearer tokens. Express applies auth before static dashboard assets, APIs, SSE, and `/media`; `/healthz` is the intentional public exception.
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Media may be private conversation content. Preserve authenticated URLs, blur/privacy defaults, explicit reveal behavior, safe new-tab links, and no token leakage into query strings or local storage.
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## Feature structure
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Each route is a slice under `features/<name>/` with page/route components, local styles, and feature-specific helpers. Cross-feature visual/domain components live under `components/`; application lifecycle belongs under `app/`; transport belongs under `api/`.
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Keep feature components focused:
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- pages compose queries and sections;
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- presentational components render typed props;
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- mutation hooks own cache invalidation;
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- parsing/formatting lives in small pure helpers;
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- destructive or external-message actions require explicit confirmation and accessible focus restoration.
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## Accessibility and presentation
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- All actions must be keyboard accessible and have visible focus.
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- Dialogs label purpose, trap/restore focus, and distinguish cancel from destructive confirmation.
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- Status must not rely on color alone.
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- Relative times include an exact timestamp where operationally useful.
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- Lists are explicitly sorted after filters rather than relying on backend/incidental order.
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- Loading, empty, stale, partial, and error states are distinct.
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- Show sample sizes and low-confidence context for performance metrics.
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## Testing
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Dashboard behavior is tested with Vitest, jsdom, Testing Library, and controlled HTTP boundaries. Focus on observable behavior:
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- representative payloads parse and malformed payloads fail;
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- route/search state and navigation;
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- loading/error/empty/stale views;
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- mutation confirmation and server read-back;
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- SSE ordering, replay, reconnect, duplicate handling, and snapshot repair;
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- authentication/private media boundaries;
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- keyboard/focus behavior for dialogs and controls.
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Run focused `npx vitest run tests/dashboard/<file>`, then `npm run dashboard:typecheck`, `npm run dashboard:build`, and the full suite before publishing a frontend change.
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## Adding a dashboard capability
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1. Define/extend the shared Zod contract.
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2. Make the server route return that contract and add a route test.
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3. Add a typed client/query key.
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4. Build the feature slice and observable UI states.
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5. Map relevant realtime events to cache updates/invalidations.
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6. Add component/realtime/contract coverage.
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7. Update `api.md` when the operation catalog changed and update this or the relevant product/flow document.
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