finanzen/convex/_generated/ai/guidelines.md

Convex guidelines

These guidelines target Convex ^1.41.0.

Function guidelines

Http endpoint syntax

• HTTP endpoints are defined in convex/http.ts and require an httpAction decorator. For example:

import { httpRouter } from "convex/server";
import { httpAction } from "./_generated/server";
const http = httpRouter();
http.route({
  path: "/echo",
  method: "POST",
  handler: httpAction(async (ctx, req) => {
    const body = await req.bytes();
    return new Response(body, { status: 200 });
  }),
});

• HTTP endpoints are always registered at the exact path you specify in the path field. For example, if you specify /api/someRoute, the endpoint will be registered at /api/someRoute.

Validators

• Below is an example of an array validator:

import { mutation } from "./_generated/server";
import { v } from "convex/values";

export default mutation({
  args: {
    simpleArray: v.array(v.union(v.string(), v.number())),
  },
  handler: async (ctx, args) => {
    //...
  },
});

• Below is an example of a schema with validators that codify a discriminated union type:

import { defineSchema, defineTable } from "convex/server";
import { v } from "convex/values";

export default defineSchema({
  results: defineTable(
    v.union(
      v.object({
        kind: v.literal("error"),
        errorMessage: v.string(),
      }),
      v.object({
        kind: v.literal("success"),
        value: v.number(),
      }),
    ),
  ),
});

• Here are the valid Convex types along with their respective validators:

  Convex Type	TS/JS type	Example Usage	Validator for argument validation and schemas	Notes
  Id	string	doc._id	v.id(tableName)
  Null	null	null	v.null()	JavaScript's undefined is not a valid Convex value. Functions the return undefined or do not return will return null when called from a client. Use null instead.
  Int64	bigint	3n	v.int64()	Int64s only support BigInts between -2^63 and 2^63-1. Convex supports bigints in most modern browsers.
  Float64	number	3.1	v.number()	Convex supports all IEEE-754 double-precision floating point numbers (such as NaNs). Inf and NaN are JSON serialized as strings.
  Boolean	boolean	true	v.boolean()
  String	string	"abc"	v.string()	Strings are stored as UTF-8 and must be valid Unicode sequences. Strings must be smaller than the 1MB total size limit when encoded as UTF-8.
  Bytes	ArrayBuffer	new ArrayBuffer(8)	v.bytes()	Convex supports first class bytestrings, passed in as ArrayBuffers. Bytestrings must be smaller than the 1MB total size limit for Convex types.
  Array	Array	[1, 3.2, "abc"]	v.array(values)	Arrays can have at most 8192 values.
  Object	Object	{a: "abc"}	v.object({property: value})	Convex only supports "plain old JavaScript objects" (objects that do not have a custom prototype). Objects can have at most 1024 entries. Field names must be nonempty and not start with "$" or "_".
  Record	Record	{"a": "1", "b": "2"}	v.record(keys, values)	Records are objects at runtime, but can have dynamic keys. Keys must be only ASCII characters, nonempty, and not start with "$" or "_".

Function registration

• Use internalQuery, internalMutation, and internalAction to register internal functions. These functions are private and aren't part of an app's API. They can only be called by other Convex functions. These functions are always imported from ./_generated/server.
• Use query, mutation, and action to register public functions. These functions are part of the public API and are exposed to the public Internet. Do NOT use query, mutation, or action to register sensitive internal functions that should be kept private.
• You CANNOT register a function through the api or internal objects.
• ALWAYS include argument validators for all Convex functions. This includes all of query, internalQuery, mutation, internalMutation, action, and internalAction.

Function calling

• Use ctx.runQuery to call a query from a query, mutation, or action.
• Use ctx.runMutation to call a mutation from a mutation or action.
• Use ctx.runAction to call an action from an action.
• ONLY call an action from another action if you need to cross runtimes (e.g. from V8 to Node). Otherwise, pull out the shared code into a helper async function and call that directly instead.
• Try to use as few calls from actions to queries and mutations as possible. Queries and mutations are transactions, so splitting logic up into multiple calls introduces the risk of race conditions.
• All of these calls take in a FunctionReference. Do NOT try to pass the callee function directly into one of these calls.
• When using ctx.runQuery, ctx.runMutation, or ctx.runAction to call a function in the same file, specify a type annotation on the return value to work around TypeScript circularity limitations. For example,

export const f = query({
  args: { name: v.string() },
  handler: async (ctx, args) => {
    return "Hello " + args.name;
  },
});

export const g = query({
  args: {},
  handler: async (ctx, args) => {
    const result: string = await ctx.runQuery(api.example.f, { name: "Bob" });
    return null;
  },
});

Function references

• Use the api object defined by the framework in convex/_generated/api.ts to call public functions registered with query, mutation, or action.
• Use the internal object defined by the framework in convex/_generated/api.ts to call internal (or private) functions registered with internalQuery, internalMutation, or internalAction.
• Convex uses file-based routing, so a public function defined in convex/example.ts named f has a function reference of api.example.f.
• A private function defined in convex/example.ts named g has a function reference of internal.example.g.
• Functions can also registered within directories nested within the convex/ folder. For example, a public function h defined in convex/messages/access.ts has a function reference of api.messages.access.h.

Pagination

• Define pagination using the following syntax:

import { v } from "convex/values";
import { query, mutation } from "./_generated/server";
import { paginationOptsValidator } from "convex/server";
export const listWithExtraArg = query({
  args: { paginationOpts: paginationOptsValidator, author: v.string() },
  handler: async (ctx, args) => {
    return await ctx.db
      .query("messages")
      .withIndex("by_author", (q) => q.eq("author", args.author))
      .order("desc")
      .paginate(args.paginationOpts);
  },
});

Note: paginationOpts is an object with the following properties:

• numItems: the maximum number of documents to return (the validator is v.number())
• cursor: the cursor to use to fetch the next page of documents (the validator is v.union(v.string(), v.null()))
• A query that ends in .paginate() returns an object that has the following properties:
• page (contains an array of documents that you fetches)
• isDone (a boolean that represents whether or not this is the last page of documents)
• continueCursor (a string that represents the cursor to use to fetch the next page of documents)

Schema guidelines

• Always define your schema in convex/schema.ts.
• Always import the schema definition functions from convex/server.
• System fields are automatically added to all documents and are prefixed with an underscore. The two system fields that are automatically added to all documents are _creationTime which has the validator v.number() and _id which has the validator v.id(tableName).
• Always include all index fields in the index name. For example, if an index is defined as ["field1", "field2"], the index name should be "by_field1_and_field2".
• Index fields must be queried in the same order they are defined. If you want to be able to query by "field1" then "field2" and by "field2" then "field1", you must create separate indexes.
• Do not store unbounded lists as an array field inside a document (e.g. v.array(v.object({...}))). As the array grows it will hit the 1MB document size limit, and every update rewrites the entire document. Instead, create a separate table for the child items with a foreign key back to the parent.
• Separate high-churn operational data (e.g. heartbeats, online status, typing indicators) from stable profile data. Storing frequently updated fields on a shared document forces every write to contend with reads of the entire document. Instead, create a dedicated table for the high-churn data with a foreign key back to the parent record.

Authentication guidelines

• Convex supports JWT-based authentication through convex/auth.config.ts. ALWAYS create this file when using authentication. Without it, ctx.auth.getUserIdentity() will always return null.
• Example convex/auth.config.ts:

export default {
  providers: [
    {
      domain: "https://your-auth-provider.com",
      applicationID: "convex",
    },
  ],
};

The domain must be the issuer URL of the JWT provider. Convex fetches {domain}/.well-known/openid-configuration to discover the JWKS endpoint. The applicationID is checked against the JWT aud (audience) claim.

• Use ctx.auth.getUserIdentity() to get the authenticated user's identity in any query, mutation, or action. This returns null if the user is not authenticated, or a UserIdentity object with fields like subject, issuer, name, email, etc. The subject field is the unique user identifier.
• In Convex UserIdentity, tokenIdentifier is guaranteed and is the canonical stable identifier for the authenticated identity. For any auth-linked database lookup or ownership check, prefer identity.tokenIdentifier over identity.subject. Do NOT use identity.subject alone as a global identity key.
• NEVER accept a userId or any user identifier as a function argument for authorization purposes. Always derive the user identity server-side via ctx.auth.getUserIdentity().
• When using an external auth provider with Convex on the client, use ConvexProviderWithAuth instead of ConvexProvider:

import { ConvexProviderWithAuth, ConvexReactClient } from "convex/react";

const convex = new ConvexReactClient(process.env.NEXT_PUBLIC_CONVEX_URL!);

function App({ children }: { children: React.ReactNode }) {
  return (
    <ConvexProviderWithAuth client={convex} useAuth={useYourAuthHook}>
      {children}
    </ConvexProviderWithAuth>
  );
}

The useAuth prop must return { isLoading, isAuthenticated, fetchAccessToken }. Do NOT use plain ConvexProvider when authentication is needed — it will not send tokens with requests.

Typescript guidelines

• You can use the helper typescript type Id imported from './_generated/dataModel' to get the type of the id for a given table. For example if there is a table called 'users' you can use Id<'users'> to get the type of the id for that table.
• Use Doc<"tableName"> from ./_generated/dataModel to get the full document type for a table.
• Use QueryCtx, MutationCtx, ActionCtx from ./_generated/server for typing function contexts. NEVER use any for ctx parameters — always use the proper context type.
• If you need to define a Record make sure that you correctly provide the type of the key and value in the type. For example a validator v.record(v.id('users'), v.string()) would have the type Record<Id<'users'>, string>. Below is an example of using Record with an Id type in a query:

import { query } from "./_generated/server";
import { Doc, Id } from "./_generated/dataModel";

export const exampleQuery = query({
  args: { userIds: v.array(v.id("users")) },
  handler: async (ctx, args) => {
    const idToUsername: Record<Id<"users">, string> = {};
    for (const userId of args.userIds) {
      const user = await ctx.db.get("users", userId);
      if (user) {
        idToUsername[user._id] = user.username;
      }
    }

    return idToUsername;
  },
});

• Be strict with types, particularly around id's of documents. For example, if a function takes in an id for a document in the 'users' table, take in Id<'users'> rather than string.
• For typed app environment variables, declare them in convex/convex.config.ts with defineApp({ env: { MY_KEY: v.optional(v.string()) } }) and read them with env from ./_generated/server instead of process.env.

Full text search guidelines

• A query for "10 messages in channel '#general' that best match the query 'hello hi' in their body" would look like:

const messages = await ctx.db .query("messages") .withSearchIndex("search_body", (q) => q.search("body", "hello hi").eq("channel", "#general"), ) .take(10);

Query guidelines

• Do NOT use filter in queries. Instead, define an index in the schema and use withIndex instead.
• If the user does not explicitly tell you to return all results from a query you should ALWAYS return a bounded collection instead. So that is instead of using .collect() you should use .take() or paginate on database queries. This prevents future performance issues when tables grow in an unbounded way.
• Never use .collect().length to count rows. Convex has no built-in count operator, so if you need a count that stays efficient at scale, maintain a denormalized counter in a separate document and update it in your mutations.
• Convex queries do NOT support .delete(). If you need to delete all documents matching a query, use .take(n) to read them in batches, iterate over each batch calling ctx.db.delete("tasks", row._id), and repeat until no more results are returned.
• Convex mutations are transactions with limits on the number of documents read and written. If a mutation needs to process more documents than fit in a single transaction (e.g. bulk deletion on a large table), process a batch with .take(n) and then call ctx.scheduler.runAfter(0, api.myModule.myMutation, args) to schedule itself to continue. This way each invocation stays within transaction limits.
• Use .unique() to get a single document from a query. This method will throw an error if there are multiple documents that match the query.
• When using async iteration, don't use .collect() or .take(n) on the result of a query. Instead, use the for await (const row of query) syntax.

Ordering

• By default Convex always returns documents in ascending _creationTime order.
• You can use .order('asc') or .order('desc') to pick whether a query is in ascending or descending order. If the order isn't specified, it defaults to ascending.
• Document queries that use indexes will be ordered based on the columns in the index and can avoid slow table scans.

Mutation guidelines

• Use ctx.db.replace to fully replace an existing document. This method will throw an error if the document does not exist. Syntax: await ctx.db.replace("tasks", taskId, { name: "Buy milk", completed: false })
• Use ctx.db.patch to shallow merge updates into an existing document. This method will throw an error if the document does not exist. Syntax: await ctx.db.patch("tasks", taskId, { completed: true })

Action guidelines

• Always add "use node"; to the top of files containing actions that use Node.js built-in modules.
• Never add "use node"; to a file that also exports queries or mutations. Only actions can run in the Node.js runtime; queries and mutations must stay in the default Convex runtime. If you need Node.js built-ins alongside queries or mutations, put the action in a separate file.
• fetch() is available in the default Convex runtime. You do NOT need "use node"; just to use fetch().
• Never use ctx.db inside of an action. Actions don't have access to the database.
• Below is an example of the syntax for an action:

import { action } from "./_generated/server";

export const exampleAction = action({
  args: {},
  handler: async (ctx, args) => {
    console.log("This action does not return anything");
    return null;
  },
});

Scheduling guidelines

Cron guidelines

• Only use the crons.interval or crons.cron methods to schedule cron jobs. Do NOT use the crons.hourly, crons.daily, or crons.weekly helpers.
• Both cron methods take in a FunctionReference. Do NOT try to pass the function directly into one of these methods.
• Define crons by declaring the top-level crons object, calling some methods on it, and then exporting it as default. For example,

import { cronJobs } from "convex/server";
import { internal } from "./_generated/api";
import { internalAction } from "./_generated/server";

const empty = internalAction({
  args: {},
  handler: async (ctx, args) => {
    console.log("empty");
  },
});

const crons = cronJobs();

// Run `internal.crons.empty` every two hours.
crons.interval("delete inactive users", { hours: 2 }, internal.crons.empty, {});

export default crons;

• You can register Convex functions within crons.ts just like any other file.
• If a cron calls an internal function, always import the internal object from '_generated/api', even if the internal function is registered in the same file.

Testing guidelines

• Use convex-test with vitest and @edge-runtime/vm to test Convex functions. Always install the latest versions of these packages. Configure vitest with environment: "edge-runtime" in vitest.config.ts.

Test files go inside the convex/ directory. You must pass a module map from import.meta.glob to convexTest:

/// <reference types="vite/client" />
import { convexTest } from "convex-test";
import { expect, test } from "vitest";
import { api } from "./_generated/api";
import schema from "./schema";

const modules = import.meta.glob("./**/*.ts");

test("some behavior", async () => {
  const t = convexTest(schema, modules);
  await t.mutation(api.messages.send, { body: "Hi!", author: "Sarah" });
  const messages = await t.query(api.messages.list);
  expect(messages).toMatchObject([{ body: "Hi!", author: "Sarah" }]);
});

The modules argument is required so convex-test can discover and load function files. The /// <reference types="vite/client" /> directive is needed for TypeScript to recognize import.meta.glob.

File storage guidelines

• The ctx.storage.getUrl() method returns a signed URL for a given file. It returns null if the file doesn't exist.
• Do NOT use the deprecated ctx.storage.getMetadata call for loading a file's metadata.

Instead, query the _storage system table. For example, you can use ctx.db.system.get to get an Id<"_storage">.

import { query } from "./_generated/server";
import { Id } from "./_generated/dataModel";

type FileMetadata = {
    _id: Id<"_storage">;
    _creationTime: number;
    contentType?: string;
    sha256: string;
    size: number;
}

export const exampleQuery = query({
    args: { fileId: v.id("_storage") },
    handler: async (ctx, args) => {
        const metadata: FileMetadata | null = await ctx.db.system.get("_storage", args.fileId);
        console.log(metadata);
        return null;
    },
});

• Convex storage stores items as Blob objects. You must convert all items to/from a Blob when using Convex storage.