Files
integreat/.claude/skills/ssr-form-migration/reference/gotchas.md
Bryce 599b849e6f refactor(ssr): Phase 4 — full Selmer migration of POS Sales Summary; remove the wizard; fix add-item + totals
Migrates the POS Sales Summary edit modal off the wizard to a plain Selmer form,
building on the parity gate committed earlier. Largest migration so far and the
first with no prior test coverage.

What changed
- Wizard removed: deleted MainStep/EditWizard records, MultiStepFormState, the
  step-params[...] prefix, the EDN snapshot round-trip, and all mm/* middleware.
  Replaced with a plain handler + flat wrap-decode/wrap-derive-state. The 51 fc/
  cursor refs are de-cursored into explicit data + Selmer templates.
- db/id-keyed item merge: wrap-derive-state overlays posted items onto the
  persisted items by :db/id, so read-only fields the form doesn't post
  (ledger-side, amount) survive a re-render and the debit/credit split + totals
  stay correct. New manual rows (temp db/id) ride through as-is.
- Inline click-to-edit account cell preserved as three small targeted
  .account-cell-swap routes (edit/save/cancel-item-account), ported to Selmer
  with the new field-name scheme.
- 100% Selmer modal render path (the remaining Hiccup / hx-swap-oob / "hx-"
  strings are all grid-page code — grid render lambdas, the filters form, and the
  submit response-header map — not the modal).
- Routes: dropped edit-wizard-navigate + new-summary-item; added form-changed.

Fixes (two pre-existing bugs, per request)
- "New Summary Item" add button (was throwing `newRowIndex is not defined` and
  targeting a non-existent `.new-row`) is now a whole-form-swap op=new-item that
  adds an editable manual row (category + account typeahead + debit/credit money
  inputs + remove).
- The dead totals/balance display (malformed Hiccup that discarded its labels) is
  replaced by a proper #summary-totals block showing running Total +
  Balanced/Unbalanced, refreshed via a Rule-4 targeted swap on manual amount edits.

Scorecard delta (pos/sales_summaries.clj): LOC 790->732, mm coupling 20->0,
wizard records 4->0, fc/ cursor 51->0, step-params 27->0 (2 comments), modal
routes 8->6. (hx-swap-oob 1 and mixed-hx live in the grid page, not the modal.)

Verification: sales-summary spec 7/7 (incl. the two fixes); full Playwright suite
46/46; cljfmt clean. Skill fed: scorecard row + narrative; gotchas (parity-gate-
first, characterize-then-fix, keyup-trigger tests); cookbook (inline click-to-edit
cell, db/id-keyed item merge).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 22:13:19 -07:00

18 KiB
Raw Blame History

Gotchas

GROWS every migration. One entry per surprise. Also the home for any written exception to the scorecard ratchet (a metric that regressed for a documented reason).


Stale $refs / tippy after a swap

A whole-form swap can run an Alpine event handler before the component re-initialises, so a handler that dereferences $refs.input.__x_tippy or calls tippy.show() throws. Always null-guard: $refs.input?.__x_tippy?.hide(), tippy?.show(). The transaction-edit-swap.spec.ts trackErrors() helper fails the test on any pageerror or console.error, which is exactly how a stale-ref throw surfaces.

Let the server value win — don't preserve Alpine state across a server-driven change

When a server change should update a component (e.g. choosing a vendor sets its default account), rebuild that section fresh on the swap so the server-provided value lands without keying tricks. The bug this prevents: "changing the vendor a second time doesn't update the account" because preserved Alpine state shadowed the new server value. If you must preserve a component, key it by value so a change forces re-init: (assoc attrs :key (str id "--" current-value)).

Focus dies if the typed input is inside its own swapped region

The single most important invariant. Amount field → swap a sibling tbody, not the row. Memo → swap nothing. If a caret test (sameNode) fails, the input is in its own swap region — re-target to a sibling/ancestor that excludes it.

Faked cursors breed duplicate render fns

A with-cursor/MapCursor re-root to fake a deep start forces a *-no-cursor* twin. Removing the fake lets you delete the twin. Don't "fix" a faked cursor in place — top-root it and collapse to one render fn. (See render-functions.md.)

Edit Clojure with clojure-mcp tools, not the file editor

clojure_edit / clojure_edit_replace_sexp. If a file won't compile: clj-paren-repair the file, then retry; if still broken, lein cljfmt check. Run tests via clojure-eval / clj-nrepl-eval -p PORT, never lein test (slow, last resort).

Solr/typeahead in tests

Account/vendor search is backed by Solr, unavailable in tests. To drive a typeahead in e2e: type under the 3-char threshold, then inject a result into Alpine state (Alpine.$data(el).elements = [{value, label}]) and click it — the real click handler, tippy.hide(), Alpine reactivity, and the HTMX swap all run as in production. Entity ids come from GET /test-info.


UI-only control fields must be stripped before a Datomic upsert

The wizard snapshot/step-params carry UI control fields that are not schema attributes — :action, :amount-mode, and (added by the simple/advanced work) :mode. The :manual save handler stripped :action/:amount-mode but not :mode, so every advanced manual save passed :mode "advanced" into :upsert-transaction and 500'd with :db.error/not-an-entity :mode. Lesson: when a save derives its tx-data from the form snapshot, strip every non-schema control key before transacting. The session-backed wizard engine (Phase 6) avoids this class of bug by storing per-step validated data only — UI control fields never enter the combined data. This was a real production bug surfaced by the e2e gate, not a test artifact.

E2E helpers must use the Alpine v3 API, not the v2 __x internal

The app loads Alpine v3 (cdn.jsdelivr.net/npm/alpinejs@3.x.x). The v2 internal el.__x.$data is goneel.__x is undefined, so any helper that pokes it silently no-ops. A stale selectAccountFromTypeahead did this and left the posted account empty (account-controlled by x-model, so the raw DOM .value you set is overwritten from Alpine's empty state). Drive components the real way instead: window.Alpine.$data(el), open the tippy dropdown, inject elements, click the result — exactly as transaction-edit-swap.spec.ts does. Probe with { hasLegacy__x: !!el.__x, hasAlpineData: !!window.Alpine.$data(el) }.

Diagnosing a "modal won't close after save"

The edit modal closes on an hx-trigger: modalclose from a successful save; a validation failure re-renders the #wizard-form (200), and a server exception returns 500 (caught by wrap-error). To find which: capture POST responses in Playwright (page.on('response', …)), read the edit-submit body — a <form id="wizard-form"> means validation re-render; a #error {…} stack means a 500. Then serialize the form right before save (new FormData(document.querySelector('#wizard-form'))) to see exactly what posts. This is how the :mode 500 and the empty-account bugs above were isolated.

De-faking a cursor is not a drop-in — with-field-default mutates

Tempting fix for a faked deep cursor (with-cursor + synthetic MapCursor at index 0): replace it with (fc/with-field-default 0 {}) to advance naturally. It broke the simple-mode swap (transaction-edit-swap test 1 threw). with-field-default calls cursor/transact! — it mutates the form cursor (assoc-ing the default row) as a render side effect, which changes simple-mode behavior. The read-only synthetic MapCursor did not. Lesson: removing a faked cursor on these modals is not a one-liner — it's part of the larger render-fn extraction (render the row from explicit data, construct field names directly, look up errors explicitly), done when the simple/advanced rows are reworked into pure render fns / Selmer. Don't swap one cursor primitive for another and assume parity; verify against the swap spec, and expect the de-fake to come with the render-fn rewrite.

Snapshot operations read stale state and drop live form values (heuristic 2)

The whole-form operation handlers (apply-new-account, apply-remove-account, apply-toggle-amount-mode) rebuild the account rows from the decoded :snapshot (the hidden EDN field), not from the live posted :step-params. So any value the user has typed but that hasn't been re-serialised into the snapshot yet — e.g. an amount typed right before clicking "New account" — is silently lost when the operation re-renders. This is the snapshot round-trip fragility the migration removes (heuristic 2: → 0 merges; state should ride in the form, not a parallel snapshot). It bit the percentage-split e2e: typing 50% then adding a row reverted the first row to its snapshot value, yielding a 66.67/33.33 split. Two ways it shows up and how to handle until the snapshot is gone:

Fixed (Stage 1): the operation handlers read the live :step-params rows (already schema-decoded by mm/wrap-wizard) so typed values survive add/remove/toggle.

Done (Stage 2 — the snapshot round-trip is gone). The EDN snapshot hidden field + custom readers + merge-multi-form-state are removed. A db/id hidden rides in the form; wrap-derive-state rebuilds :multi-form-state per request from entity step-params, and EditWizard.render-wizard renders a plain form (no snapshot/edit-path/current-step hiddens). The ~34 :snapshot reads still work — :snapshot is now a derived map, not a round-tripped blob.

Trap that cost hours — derive entity step-params correctly. First cut was (merge base step-params). Bug: base always carries the entity's persisted accounts, so after the user removes every row (step-params has no accounts key) the merge falls back to base → the persisted accounts resurrect on the next operation. Fix: editable fields (accounts, vendor, memo, approval, action, mode, amount-mode) come only from the live form (absent = cleared); only entity-only fields (db/id, client, amount, description, status, type) come from the entity. Lesson: with a posted form, "field absent" means cleared, not "use the persisted value" — never merge the entity's editable fields back in.

Verify the snapshot removal on a FRESH server, and don't trust a long-lived in-process test server. Protocol/defrecord (EditWizard.render-wizard) and middleware reloads do not fully take in a running REPL — the server kept rendering the old snapshot field after :reload, and an in-process server that isn't reseeded between npx playwright invocations accumulates state that makes order-dependent tests flake. Both produced hours of phantom failures. Restart the REPL clean (or reseed) before trusting an e2e result; CI boots a fresh server per run, so the fresh-server number (38 pass / 1 unrelated) is the real one.

Characterization tests rot against table order and removed wizard chrome

Two stale-test traps surfaced once the masking failure was fixed (a mode: 'serial' file hides every test after the first failure, so fixing one unmasks the next):

  • Hard-coded amounts per table row index (openEditModal(page, 3) then expect(amount).toBeCloseTo(400)) break because same-date seed transactions have no pinned row order. Read the actual value (e.g. the grid's .account-grand-total-row) instead of hard-coding.
  • Helpers that navigate the old multi-step wizard (click('button:has-text("Transaction Actions")')) hang once the modal is single-page. Drop the navigation; the action tabs are present immediately.

Flat decode leaks stray form fields into the saved entity (the method 500)

Dropping the wizard's step-params[...] field-name prefix and decoding posted params straight into the form schema means the decode now captures every posted field, not just the namespaced ones. A single stray field breaks the save:

  • The tab switcher is (com/button-group {:name "method"} …), which emits <input type="hidden" name="method">. Under the wizard, method lived outside step-params[...] so it never entered the decoded map. After the rename it decodes to :method "" (malli :map is open and passes unknown keys), rides into snapshottx-data, and :upsert-transaction rejects it → HTTP 500 on save.
  • Symptom: the save POST fires (confirm with a println in the submit handler) but the modal never closes, because the 500 trips htmx:response-error. The server error may go to mulog, not stdout — an empty stdout log does not mean "no error." Reproduce the exact POST with curl (add/remove one field) to isolate the offender fast.

Fix: strip the decoded map to the schema's known top-level keys before threading on (select-keys decoded edit-form-keys); keep that allowlist next to the schema. Nested account sub-maps decode fine — only the top level needs the guard.

REPL reload does not refresh a running jetty's routes — restart the JVM

handler/match->handler-lookup is a top-level def capturing (merge ssr/key->handler …) at load, through a chain of module-level defs (editssr.transactionssr.corehandler). Reloading the leaf edit.clj updates it but not the captured merges, and a jetty started (run-jetty app …) holds a static app that doesn't re-deref the lookup per request. Net: after a handler/route/record change, an already-running dev server keeps serving the old code — curl shows the pre-change response (e.g. the old wizard transitioner) while your REPL renders the new one. Restart in a fresh JVM for route/record/middleware changes. For e2e, the Playwright test server (lein run -m auto-ap.test-server) is a fresh JVM compiling from disk — but kill any stale :3333 first (reuseExistingServer reuses it), and kill by port (ss -tlnp | grep :3333), never pkill -f test-server (it matches its own command line).

Full-suite e2e flakes are shared-seed interference

The test server seeds once at boot; edit tests save (mutate) those seed transactions. Run in parallel, workers race the same rows and earlier saves pollute later reads → phantom failures that pass in isolation.

Proper fix (landed on staging, adopted at the rebase): a /test-reset endpoint (test_server.cljreset-test-data! recreates + re-seeds the in-memory db) called from a test.beforeEach in each spec, plus fullyParallel: false + workers: 1 in playwright.config.ts. Every test starts from the same deterministic dataset regardless of run order. This supersedes the earlier --workers=1-only workaround (which kept order dependence; it merely serialized the races instead of eliminating cross-test state). Post-adoption baseline is 39 pass / 0 fail — the previously-flaky transaction-navigation.spec.ts date-range test is now green, because /test-reset removes the residual mutation it was tripping over.

A value-bound typeahead hidden goes stale across a whole-form swap unless keyed

A typeahead (sc/typeahead) posts its value through a hidden <input :value="value.value"> whose DOM .value is set by Alpine, not by the server-rendered static value attr. After a whole-form outerHTML swap that re-renders the typeahead, Alpine may preserve the previous component's empty .value instead of binding the new server value — so the field posts blank on the next submit. Fix: pass :id to sc/typeahead (the account typeahead already does). :id makes the wrapper emit :key (str id "--" value), and the value-keyed :key forces a clean Alpine re-init that lands the server value. The bulk-code vendor typeahead hit this (account rows didn't, because they pass :id) — symptom: "vendor not preserved on a validation re-render." Note the testing trap: reading the hidden's .value in isolation (inputValue() / toHaveValue) is an unreliable probe — it lags Alpine. Assert what the form actually posts instead: new FormData(form).get('vendor') (wrap in expect.poll).

Round-trip a multi-row selection as ids[], not as an EDN/filter snapshot

A bulk modal acts on a selection of N entities (bulk-code: the checked transactions), the analog of a single modal's one db/id. The wizard stashed the whole search-params blob (filters

  • selected + all-selected) in the EDN snapshot and re-ran the filter query on every post. Don't carry that forward. Instead resolve the selection to a concrete id vector once at open (selected->ids → the not-locked set) and ride it back in hidden ids[0..n] fields; re-read it on each post ([:vector {:coerce? true} entity-id] + the coerce-vector transformer turns the {"0" "123"} index-map into [123]). No snapshot, no filter round-trip, and it's more correct — you code exactly the rows the user saw, immune to data changing between open and submit. This is heuristic 2 → 0 for a multi-select modal.

No parity gate? Build one first — seed + characterization spec, before touching code

A modal with no e2e coverage (and no test-server seed for its domain) cannot be migrated safely — "behavior parity is proven by tests, not by reading" is the skill's #1 non-negotiable. Phase 4 (POS Sales Summary) had zero coverage. The fix: (1) seed a representative entity in test_server.clj's seed-test-data and surface its id via /test-info; (2) write a characterization spec against the unmodified modal and confirm it green; (3) commit the gate separately, ahead of the rewrite. Reach the modal the real way (grid → row's edit button), not a direct fragment URL. To discover the actual rendered structure (field names, ids, swap targets) — especially when the code has dead/buggy render fns — dump the live modal HTML with a throwaway spec first; assert against what renders, not what the code looks like.

Characterize before you fix; never assert a bug as working

Writing the gate often surfaces pre-existing bugs (Phase 4: a "New Summary Item" button that threw newRowIndex is not defined, and a totals display whose malformed Hiccup discarded its own labels). Do not assert the broken behavior as if it works, and do not silently "fix" it mid-refactor — surface it and let the user decide fix-vs-preserve. If they choose fix: the spec first documents the break (a passing test of the current inert behavior or an explicit note), then is rewritten to assert the fixed behavior as part of the migration commit.

htmx keyup-triggered inputs need real keystrokes in tests

A money/text input wired hx-trigger="keyup changed delay:300ms" does not fire on Playwright .fill() + dispatchEvent('change')fill sets the value without keyup events. Use .click() then .pressSequentially('500') (types char-by-char, firing keyup) so the targeted swap actually triggers. (A change-triggered control is the opposite — dispatchEvent('change') is fine there.)

Scorecard exceptions (ratchet violations with a reason)

Heuristic 4 (LOC net ↓) — exception (Phase 3, Transaction Bulk Code: 420→506). When the modal's wizard was a thin shell that delegated almost everything to mm/* defaults (default-render-step, default-render-wizard, submit-handler, open-wizard-handler), ripping the wizard out moves that previously-shared plumbing into the file as explicit render/decode/submit/handler code, so the single-file LOC rises even though total system complexity drops. This is the opposite of a fat wizard (edit went 1608→1548). The trade is intended and every other heuristic improved sharply (mm coupling 19→0, snapshot merges 4→0, wizard records 3→0, routes 4→3, find *→explicit-id swap). Watch for it on the small "single-step wearing a wizard costume" modals — LOC is the wrong headline metric there; the mm-coupling / snapshot / route counts are.

Heuristic 9 (Hiccup in render path) — partial exception (Phase 2-final). The post-save com/success-modal confirmation dialogs in save-handler keep ~6 [:p …] Hiccup lines. They are terminal responses (shown after the form closes), reuse a shared dialog component, and sit outside the form's interactive render path. Migrating them means porting the shared success-modal to Selmer — a Phase 11 cross-cutting task, not a single-modal one.