refactor(ssr): full Selmer migration of Transaction Edit; remove the wizard
Squashed Phase-2 SSR work: migrate the Transaction Edit modal's render path entirely to Selmer templates (zero Hiccup in the render path), rip out the multi-step wizard abstraction (EditWizard/LinksStep records, MultiStepFormState, step-params[...] field names, mm/* middleware) in favor of a plain form with flat derived state, and promote shared UI components to reusable Selmer partials under resources/templates/components/. Adds the Selmer interop bridge, the auto-ap.ssr.components.selmer (sc) wrapper library, and the ssr-form-migration skill capturing the learnings. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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# Forms vs. wizards (and the data-driven wizard engine)
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## Classify first
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| Signal | Classification |
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|--------|----------------|
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| One logical step — even with a `?mode=` toggle, $/% radio, or add/remove rows | **plain form** |
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| The user genuinely advances through ordered steps, each validated before the next | **wizard** |
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| In doubt | **form** |
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Most "wizards" in this codebase are single-step forms wearing wizard costumes: they
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implement the multi-step protocol (`mm/ModalWizardStep` + friends), serialize an EDN
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snapshot into hidden fields, and register 10–20 stacked-middleware routes — all for one
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step. That is pure overhead to delete.
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> **Done — Transaction Edit is now a plain form.** `LinksStep`/`EditWizard` and all `mm/*`
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> usage were deleted from `transaction/edit.clj`; the worked example below is realized, not
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> aspirational. See "Single-step → plain form (realized)".
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## The machinery being replaced
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The old shape (kept here as the "before"):
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```clojure
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(defrecord LinksStep [linear-wizard]
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mm/ModalWizardStep
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(step-name [_] "Transaction Actions")
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(step-key [_] :links)
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(edit-path [_ _] [])
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(step-schema [_] (mm/form-schema linear-wizard))
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(render-step [this {{:keys [snapshot step-params]} :multi-form-state :as request}] ...))
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```
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…plus the snapshot round-trip: the whole accumulating form state is serialized to hidden
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fields (custom EDN readers), then rebuilt every request by merging the posted pieces back
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into the snapshot (`:multi-form-state :snapshot` is read ~75× in `edit.clj`). The
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serialization needs custom readers, the merge is error-prone, and the payload grows each
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step.
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---
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## Single-step → plain form
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Two routes: `GET` (render) and `POST` (validate + save). State is plain form fields + an
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entity id. No snapshot, no server state, no protocol.
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```clojure
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{::route/edit (fn [req] (html-response (render-edit-form {:entity (get-entity req)})))
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::route/edit-submit (fn [req] (validate-and-save req))}
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```
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A `?mode=` toggle is just the `GET` re-rendering with a different query param — still a
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plain form. An add-row interaction is one extra `POST` that appends a fresh row and
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re-renders (the `+1` route).
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### Single-step → plain form (realized: Transaction Edit)
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What replacing the wizard actually looked like, end to end:
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1. **Delete the records + middleware.** `EditWizard`/`LinksStep`, `mm/open-wizard-handler`,
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`mm/next-handler`, `mm/submit-handler`, `mm/wrap-wizard`, `mm/wrap-decode-multi-form-state`,
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and the `edit-wizard-navigate` route all go. `render-step` becomes a plain `render-form`.
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2. **Rename the fields off `step-params[...]`.** Field names are now the schema path
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directly (`(path->name2 :transaction/accounts 0 :transaction-account/account)` →
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`transaction/accounts[0][transaction-account/account]`). They decode straight into the
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form schema via the unchanged `wrap-nested-form-params` + `mc/decode` — no two-key
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snapshot/step-params decode. **Strip stray keys after decode** (`select-keys` to the
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schema's keys) or a non-schema input like the tab group's `method` hidden 500s the save
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(see `gotchas.md`).
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3. **Flat state.** `wrap-derive-state` builds a plain `{:snapshot :edit-path :step-params}`
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map (not the `MultiStepFormState` record): `entity-only` fields from the entity, editable
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fields from the live posted form (absent = cleared). The ~34 `:snapshot` reads keep
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working.
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4. **Validation/error flow without `wrap-ensure-step`.** Reuse the generic
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`wrap-form-4xx-2` directly: `(-> submit-edit (wrap-form-4xx-2 render-form-response) …)`.
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`submit-edit` runs `assert-schema` then dispatches the save; on a throw, `wrap-form-4xx-2`
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re-renders the whole form with `:form-errors` keyed by schema paths. A `*errors*` dynamic
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var (bound by `render-form`) replaces the form-cursor's `*form-errors*` for field lookups.
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5. **Routes shrink to** `edit-wizard` (GET open), `edit-submit` (POST), `edit-form-changed`
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(POST whole-form re-render for dependent changes), `location-select` (GET),
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`unlink-payment` (POST).
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---
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## Genuinely multi-step → data-driven engine with session-stored step state
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> **Inspiration — Django `formtools` `WizardView`.** Django's wizard does *not* round-trip
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> a serialized blob of the whole form through the page. Each step's validated data is
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> written to a **storage backend (the user session by default)** under that step's key,
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> and the steps are combined only at the very end via `get_all_cleaned_data()`. We adopt
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> the same model: **replace the EDN snapshot + piecewise merging with per-step form state
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> stored in the Ring session.** A step writes its own data under its own key; nothing is
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> merged into a snapshot and nothing about other steps rides through the form.
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> Refs: `formtools.wizard.views.WizardView`, `SessionStorage`, `get_all_cleaned_data()`
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> (https://django-formtools.readthedocs.io/en/latest/wizard.html).
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A wizard is **data**:
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```clojure
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(def vendor-wizard-config
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{:steps [{:key :info :schema info-schema :fields [...] :render render-info-step
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:next (fn [data] :terms)}
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{:key :terms :schema terms-schema :fields [...] :render render-terms-step
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:next (fn [data] :done)}]
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:init-fn (fn [req] {...})
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:submit-route "/admin/vendor/wizard/submit"
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:done-fn (fn [all-data req] (save! all-data) (html-response "Saved"))})
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```
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with a tiny engine (no protocols) whose state lives **in the session**, keyed by a wizard
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instance id, each step's data under its own step key — the formtools `SessionStorage`
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model. No snapshot, no custom EDN readers, no merge-into-snapshot:
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```clojure
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;; Storage backed by the Ring session. Path: [:wizards <wizard-id> :step-data <step-key>]
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(defn create-wizard! [session config]
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(let [id (str (java.util.UUID/randomUUID))]
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[id (assoc-in session [:wizards id]
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{:current-step (-> config :steps first :key) :step-data {}})]))
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(defn put-step [session id k data] (assoc-in session [:wizards id :step-data k] data)) ; replace, not merge
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(defn set-step [session id k] (assoc-in session [:wizards id :current-step] k))
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(defn get-all [session id] (->> (get-in session [:wizards id :step-data]) vals (apply merge)))
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(defn forget [session id] (update session :wizards dissoc id))
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```
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The render emits only a **reference token** (`wizard-id`, `current-step`) in the form —
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never the form's state. The submit handler validates the posted step, `put-step`s it,
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computes `:next`, and either advances (`set-step`) or finishes (`get-all` + `:done-fn` +
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`forget`). Every fn returns the updated session for the handler to thread into the Ring
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response (`(assoc resp :session session')`).
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**Two routes per wizard:** open (`partial open-wizard config`) and submit
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(`partial handle-step-submit config`). State is namespaced by `wizard-id` inside the
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session, so multiple in-flight wizards (and browser tabs) don't collide, and it is
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discarded on completion (`forget`).
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### Storage lifetime (Open decision 1)
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State lives in the Ring session, scoped to true multi-step wizards (plain forms hold
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none). Lifetime follows the session; `forget` on completion prevents session bloat. For
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long-lived wizards, confirm the session backend (in-memory vs. durable) is acceptable or
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pick a durable store. **This engine is built in Phase 6** (Transaction Rule) — until then
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this file describes the target; validate `components/wizard_state.clj` +
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`components/wizard2.clj` against it when they land, and update this doc from the real
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implementation.
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