Skills
skills/docyrus/agent-skills/docyrus-app-dev-react

docyrus-app-dev-react

Installation
SKILL.md

Docyrus App Dev React

Build Docyrus React TypeScript applications end-to-end. This skill combines app architecture, authentication, data access, query patterns, and production-grade UI guidance in one place.

Tech Stack

  • React 19 + TypeScript + Vite
  • TanStack Router (code-based), TanStack Query (server state), TanStack Form
  • Tailwind CSS v4, shadcn/ui components
  • @docyrus/api-client + @docyrus/signin + @docyrus/app-utils
  • Auto-generated collections from OpenAPI spec
  • Preferred UI libraries: shadcn, diceui, animate-ui, docyrus-ui, reui

When to Use This Skill

Use this skill when you are:

  • Building or modifying a Docyrus-backed React app
  • Setting up authentication with @docyrus/signin
  • Bootstrapping tenant-aware runtime utilities with @docyrus/app-utils
  • Fetching or mutating data with generated collections or @docyrus/api-client
  • Persisting app-level config or user-level config or saved grid views with AppConfig, UserAppConfig, and DataViews
  • Building record sharing, role management, or ACL-driven UI flows
  • Designing feature UIs such as dashboards, forms, tables, layouts, dialogs, analytics, or detail pages
  • Selecting between shadcn, diceui, animate-ui, docyrus-ui, and reui components
  • Implementing complete feature flows that combine data access and polished UI

End-to-End Feature Workflow

  1. Set up app auth, routing, and query providers.
  2. Bootstrap TenantPreferences, date/number utilities, and shared app runtime helpers from @docyrus/app-utils.
  3. Use generated Docyrus collection hooks or the REST client for data access.
  4. Define columns, filters, formulas, child queries, and mutations correctly.
  5. Use AppConfig for per-app persisted settings, UserAppConfig for per-user per-app settings, and DataViews for saved grid views.
  6. Check preferred UI components before building anything custom.
  7. Use Docyrus form and detail patterns for create, edit, item detail, and editable grid flows.
  8. Connect UI actions to TanStack Query mutations and invalidate relevant queries.

Quick Start: App Bootstrap

Root provider setup

import { DocyrusAuthProvider } from '@docyrus/signin'

<DocyrusAuthProvider
  apiUrl={import.meta.env.VITE_API_BASE_URL}
  clientId={import.meta.env.VITE_OAUTH2_CLIENT_ID}
  redirectUri={import.meta.env.VITE_OAUTH2_REDIRECT_URI}
  scopes={['offline_access', 'Read.All', 'DS.ReadWrite.All', 'Users.Read']}
  callbackPath="/auth/callback"
>
  <QueryClientProvider client={queryClient}>
    <RouterProvider router={router} />
  </QueryClientProvider>
</DocyrusAuthProvider>

Auth gate and current-user access

const { status, user, hasRole, hasPermission } = useDocyrusAuth()

if (status === 'loading') return <Spinner />
if (status === 'unauthenticated') return <SignInButton />

// user is auto-fetched from /v1/users/me after authentication
// hasRole('super_admin') — check role by slug or uid
// hasPermission('edit', dataSourceId) — check ACL permission on a data source

Tenant-aware app utilities

Use @docyrus/app-utils as the default runtime layer for tenant-level formatting and persisted app/grid preferences.

import {
  createAppConfigClient,
  createUserAppConfigClient,
  createDataViewClient,
  createDateUtils,
  createNumberUtils,
  getTenantPreferences,
} from '@docyrus/app-utils'

function useAppRuntime(appId: string) {
  const client = useDocyrusClient()
  const { getMyInfo } = useUsersCollection()

  return useQuery({
    queryKey: ['app-runtime', appId],
    enabled: !!client && !!appId,
    queryFn: async () => {
      const [preferences, me] = await Promise.all([
        getTenantPreferences(client!),
        getMyInfo(),
      ])

      return {
        preferences,
        me,
        dateUtils: createDateUtils({
          preferences,
          userTimezone: me.timeZone?.id,
        }),
        numberUtils: createNumberUtils({ preferences }),
        appConfig: createAppConfigClient(client!, appId),
        userConfig: createUserAppConfigClient(client!, appId),
        dataViews: createDataViewClient(client!, appId),
      }
    },
  })
}

Use this runtime to:

  • Format dates and datetimes with tenant format strings and the user's timezone.
  • Format numbers, currency-like values, and decimals using tenant separators and precision.
  • Read and upsert the app's single persisted AppConfig document.
  • Read and upsert the current user's UserAppConfig document (per-user per-app settings).
  • Read and persist saved grid views through DataViews.

Data fetching with generated collections

const { list } = useBaseProjectCollection()

const { data: projects } = useQuery({
  queryKey: ['projects'],
  queryFn: () =>
    list({
      columns: ['name', 'status', 'record_owner(firstname,lastname)'],
      filters: { rules: [{ field: 'status', operator: '!=', value: 'archived' }] },
      orderBy: 'created_on DESC',
      limit: 50,
    }),
})

ACL, roles, and record sharing

Use direct useDocyrusClient() calls for ACL features. These routes may be hidden from generated OpenAPI output, so they are typically not available through generated collection hooks.

const client = useDocyrusClient()

const { data: roles } = useQuery({
  queryKey: ['acl', 'roles'],
  queryFn: () => client!.get('/v1/users/acl/roles'),
})

const replaceUserRoles = useMutation({
  mutationFn: ({ userId, roleIds }: { userId: string; roleIds: string[] }) =>
    client!.put(`/v1/users/acl/users/${userId}/roles`, { roleIds }),
})

const createRoleQuery = useMutation({
  mutationFn: (payload: Record<string, unknown>) =>
    client!.post('/v1/users/acl/role-queries', payload),
})

Prefer role uid values returned by the API when sending roleIds for user-role updates or role-query payloads.

Saved data grid views

Use DataGridViewSelect as the default saved-view UI for Docyrus grids, and persist those views with createDataViewClient(client, appId).

  • DataGridViewSelect is the default component for showing and editing saved grid views.
  • Pass the TanStack table instance via table so the selector/editor can read column definitions.
  • Pass fields when you want the built-in filter builder enabled in the editor.
  • Back views, onViewCreate, onViewSave, onViewDelete, onViewHide, and onViewUnhide with DataViews CRUD.
  • Use DataGridViewEditor separately only when you need a standalone editor outside the selector.

Critical App/Data Rules

  1. Always send columns in .list() and .get() calls. Without it, only id is returned.
  2. Collections are React hooks — call useBaseProjectCollection(), useUsersCollection(), and similar hooks inside React components.
  3. Data source endpoints are dynamic — they only exist if the data source is defined in the tenant OpenAPI spec.
  4. Use id for count calculations. Use actual field slugs for sum, avg, min, and max.
  5. Child query keys must appear in columns.
  6. Formula keys must appear in columns.
  7. Use useUsersCollection().getMyInfo() for current user profile instead of making a direct profile call.
  8. Initialize TenantPreferences once per app runtime and create shared dateUtils / numberUtils instances from @docyrus/app-utils.
  9. Formatting functions from @docyrus/app-utils are regionalized — do not hardcode locale, date format, decimal separator, thousand separator, or decimal precision when tenant preferences should drive them.
  10. Use createAppConfigClient(client, appId) for the app's single persisted config document; upsert is the default write path.
  11. Use createUserAppConfigClient(client, appId) for the current user's persisted config document scoped to an app (e.g. theme, layout preferences, sidebar state); upsert is the default write path.
  12. Use createDataViewClient(client, appId) for saved grid-view CRUD.
  13. Use DataViews with DataGridViewSelect to show, create, edit, reorder, hide, unhide, soft-delete, and hard-delete saved data grid views.
  14. DataGridViewSelect needs a TanStack table instance and should receive fields when you want the built-in filter builder/editor experience.
  15. Data view creation requires name and tenant_data_source_id.
  16. Use dataViews.update(viewId, { archived: true }) for soft-delete and dataViews.remove(viewId) only for irreversible hard-delete.
  17. Regenerate collections after schema changes by rebuilding the tenant OpenAPI spec, downloading the latest openapi.json, and re-running the collection generator.
  18. ACL endpoints are usually raw-client integrations — use useDocyrusClient() or RestApiClient for roles, user-role assignments, role queries, record sharing, and ownership transfer.
  19. Prefer role uid values for ACL role writes, user-role roleIds, and role-query roleIds.
  20. Treat PUT /v1/users/acl/users/:userId/roles as full replacement and POST /v1/users/acl/users/:userId/roles as additive.
  21. Send role-query query as raw JSON and omit tenantAppId when dataSourceId is present; backend derives it.
  22. After deleting a role, invalidate dependent app queries for role lists, user-role lists, role-query lists, and any UI that renders primary-role labels.

Critical UI/UX Rules

  1. Always check preferred components first before creating anything custom.
  2. Use AwesomeCard for dashboards unless the user explicitly wants a different card style.
  3. Use animate-ui Sidebar for app layouts unless another layout is requested.
  4. Prefer Recharts for charts. shadcn chart primitives are the default wrapper.
  5. Use icons in this order: hugeicons, then fontawesome light, then lucide.
  6. Use AwesomeDialog for item create forms.
    • Small/simple forms: container="sheet" with side="right"
    • Long/complex forms: container="modal" or container="drawer"
  7. Choose detail containers based on item complexity.
    • Large items: dedicated page
    • Small items: AwesomeDialog right sheet
  8. All forms must use TanStack Form + the Docyrus form system. Do not build feature forms with plain HTML forms or React Hook Form directly.
  9. Use EditableRecordDetail for inline editing in item detail views.
  10. Always enable trackChanges for editable detail and grid experiences.
  11. Use DataGridViewSelect for saved grid views and back it with DataViews from @docyrus/app-utils.
  12. Prefer DataGridViewEditor only when you need a standalone grid-view editor outside the selector component.

Default UI Choices

Use Case Default Component Library
Item create form AwesomeDialog docyrus
Quick record create CreateRecordDialog docyrus
Item detail (small) AwesomeDialog sheet right docyrus
Item detail (large) Dedicated page —
Inline editing EditableRecordDetail docyrus
Dashboard card AwesomeCard docyrus
Stat dashboards AwesomeStats docyrus
App navigation Sidebar animate-ui
Data table DataTable diceui
Editable grid Data Grid docyrus
Grid saved views DataGridViewSelect + DataViews docyrus + @docyrus/app-utils
Forms Docyrus form fields + TanStack Form docyrus
Charts shadcn chart + Recharts shadcn
File upload File Upload diceui
Gantt/project scheduling Gantt docyrus
Resource scheduling ResourceSchedulerPanel docyrus
Team chat TeamChatChannel docyrus
AI interface DocyrusAgent docyrus
Pricing / quoting PricingEnginePanel docyrus
Analytics / pivot PivotGrid docyrus

Quick UI Patterns

Item create form

<AwesomeDialog open={open} onOpenChange={setOpen} container="sheet" side="right" size="default">
  <AwesomeDialogHeader title="Create Task" icon="far-plus" />
  <AwesomeDialogBody>
    <form.Field name="title">{(field) => <TextFormField field={field} label="Title" />}</form.Field>
    <form.Field name="status">{(field) => <SelectFormField field={field} label="Status" />}</form.Field>
  </AwesomeDialogBody>
  <AwesomeDialogFooter>
    <Button variant="outline" onClick={() => setOpen(false)}>Cancel</Button>
    <Button onClick={handleSubmit}>Create</Button>
  </AwesomeDialogFooter>
</AwesomeDialog>

Item detail with inline editing

<AwesomeDialog open={open} onOpenChange={setOpen} container="sheet" side="right" size="lg" fullscreenable>
  <AwesomeDialogHeader
    title="Task Detail"
    description="Review and edit task fields inline"
    headerButtons={<Button variant="outline" size="sm" onClick={switchToFullForm}>Edit All</Button>}
  />
  <AwesomeDialogBody>
    <EditableRecordDetail fields={fields} record={record} onSave={handleSave} trackChanges>
      <EditableRecordDetailField slug="title" />
      <EditableRecordDetailField slug="status" />
      <EditableRecordDetailField slug="assignee" />
      <EditableRecordDetailField slug="due_date" />
    </EditableRecordDetail>
  </AwesomeDialogBody>
</AwesomeDialog>

TanStack Query Pattern

function useProjects(params?: ICollectionListParams) {
  const { list } = useBaseProjectCollection()
  return useQuery({
    queryKey: ['projects', 'list', params],
    queryFn: () => list({ columns: PROJECT_COLUMNS, ...params }),
  })
}

function useCreateProject() {
  const { create } = useBaseProjectCollection()
  const qc = useQueryClient()
  return useMutation({
    mutationFn: (data: Record<string, unknown>) => create(data),
    onSuccess: () => {
      void qc.invalidateQueries({ queryKey: ['projects'] })
    },
  })
}

Collection CRUD Methods

const { list, get, create, update, delete: deleteOne, deleteMany } = useBaseProjectCollection()

list(params?: ICollectionListParams)
get(id, { columns })
create(data)
update(id, data)
deleteOne(id)
deleteMany({ recordIds })

API endpoint pattern: /v1/apps/{appSlug}/data-sources/{slug}/items

Query Capabilities Summary

The .list() method supports:

  • columns
  • filters
  • filterKeyword
  • orderBy
  • limit and offset
  • fullCount
  • calculations
  • formulas
  • childQueries
  • pivot
  • expand

Component Installation Pattern

pnpm dlx shadcn@latest add button
pnpm dlx shadcn@latest add @diceui/data-table
pnpm dlx shadcn@latest add @animate-ui/sidebar
pnpm dlx @docyrus/cli add @docyrus/ui-awesome-card
pnpm dlx shadcn@latest add @reui/file-upload-default

References

For deep dives, read:

  • references/README.md — merged reference map for app development and UI design
  • references/api-client-and-auth.md
  • references/collections-and-patterns.md
  • ../docyrus-api-dev/references/acl-endpoints-frontend.md
  • ../docyrus-api-dev/references/data-source-query-guide.md
  • ../docyrus-api-dev/references/formula-design-guide-llm.md
  • ../docyrus-api-dev/references/query-guide.md
  • references/preferred-components-catalog.md
  • references/component-selection-guide.md
  • references/icon-usage-guide.md
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