learning_phoenix/AGENTS.md

361 lines
No EOL
20 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

This is a web application written using the Phoenix web framework.
## Project guidelines
- Use `mix precommit` alias when you are done with all changes and fix any pending issues
- Use the already included and available `:req` (`Req`) library for HTTP requests, **avoid** `:httpoison`, `:tesla`, and `:httpc`. Req is included by default and is the preferred HTTP client for Phoenix apps
### Phoenix v1.8 guidelines
- **Always** begin your LiveView templates with `<Layouts.app flash={@flash} ...>` which wraps all inner content
- The `MyAppWeb.Layouts` module is aliased in the `my_app_web.ex` file, so you can use it without needing to alias it again
- Anytime you run into errors with no `current_scope` assign:
- You failed to follow the Authenticated Routes guidelines, or you failed to pass `current_scope` to `<Layouts.app>`
- **Always** fix the `current_scope` error by moving your routes to the proper `live_session` and ensure you pass `current_scope` as needed
- Phoenix v1.8 moved the `<.flash_group>` component to the `Layouts` module. You are **forbidden** from calling `<.flash_group>` outside of the `layouts.ex` module
- Out of the box, `core_components.ex` imports an `<.icon name="hero-x-mark" class="w-5 h-5"/>` component for for hero icons. **Always** use the `<.icon>` component for icons, **never** use `Heroicons` modules or similar
- **Always** use the imported `<.input>` component for form inputs from `core_components.ex` when available. `<.input>` is imported and using it will will save steps and prevent errors
- If you override the default input classes (`<.input class="myclass px-2 py-1 rounded-lg">)`) class with your own values, no default classes are inherited, so your
custom classes must fully style the input
<!-- phoenix-gen-auth-start -->
## Authentication
- **Always** handle authentication flow at the router level with proper redirects
- **Always** be mindful of where to place routes. `phx.gen.auth` creates multiple router plugs and `live_session` scopes:
- A plug `:fetch_current_user` that is included in the default browser pipeline
- A plug `:require_authenticated_user` that redirects to the log in page when the user is not authenticated
- A `live_session :current_user` scope - For routes that need the current user but don't require authentication, similar to `:fetch_current_user`
- A `live_session :require_authenticated_user` scope - For routes that require authentication, similar to the plug with the same name
- In both cases, a `@current_scope` is assigned to the Plug connection and LiveView socket
- A plug `redirect_if_user_is_authenticated` that redirects to a default path in case the user is authenticated - useful for a registration page that should only be shown to unauthenticated users
- **Always let the user know in which router scopes, `live_session`, and pipeline you are placing the route, AND SAY WHY**
- `phx.gen.auth` assigns the `current_scope` assign - it **does not assign a `current_user` assign**.
- To derive/access `current_user`, **always use the `current_scope.user` assign**, never use **`@current_user`** in templates or LiveViews
- **Never** duplicate `live_session` names. A `live_session :current_user` can only be defined __once__ in the router, so all routes for the `live_session :current_user` must be grouped in a single block
- Anytime you hit `current_scope` errors or the logged in session isn't displaying the right content, **always double check the router and ensure you are using the correct plug and `live_session` as described below**
### Routes that require authentication
LiveViews that require login should **always be placed inside the __existing__ `live_session :require_authenticated_user` block**:
scope "/", AppWeb do
pipe_through [:browser, :require_authenticated_user]
live_session :require_authenticated_user,
on_mount: [{LearningPhoenixWeb.UserAuth, :require_authenticated}] do
# phx.gen.auth generated routes
live "/users/settings", UserLive.Settings, :edit
live "/users/settings/confirm-email/:token", UserLive.Settings, :confirm_email
# our own routes that require logged in user
live "/", MyLiveThatRequiresAuth, :index
end
end
Controller routes must be placed in a scope that sets the `:require_authenticated_user` plug:
scope "/", AppWeb do
pipe_through [:browser, :require_authenticated_user]
get "/", MyControllerThatRequiresAuth, :index
end
### Routes that work with or without authentication
LiveViews that can work with or without authentication, **always use the __existing__ `:current_user` scope**, ie:
scope "/", MyAppWeb do
pipe_through [:browser]
live_session :current_user,
on_mount: [{LearningPhoenixWeb.UserAuth, :mount_current_scope}] do
# our own routes that work with or without authentication
live "/", PublicLive
end
end
Controllers automatically have the `current_scope` available if they use the `:browser` pipeline.
<!-- phoenix-gen-auth-end -->
<!-- usage-rules-start -->
<!-- phoenix:elixir-start -->
## Elixir guidelines
- Elixir lists **do not support index based access via the access syntax**
**Never do this (invalid)**:
i = 0
mylist = ["blue", "green"]
mylist[i]
Instead, **always** use `Enum.at`, pattern matching, or `List` for index based list access, ie:
i = 0
mylist = ["blue", "green"]
Enum.at(mylist, i)
- Elixir variables are immutable, but can be rebound, so for block expressions like `if`, `case`, `cond`, etc
you *must* bind the result of the expression to a variable if you want to use it and you CANNOT rebind the result inside the expression, ie:
# INVALID: we are rebinding inside the `if` and the result never gets assigned
if connected?(socket) do
socket = assign(socket, :val, val)
end
# VALID: we rebind the result of the `if` to a new variable
socket =
if connected?(socket) do
assign(socket, :val, val)
end
- **Never** nest multiple modules in the same file as it can cause cyclic dependencies and compilation errors
- **Never** use map access syntax (`changeset[:field]`) on structs as they do not implement the Access behaviour by default. For regular structs, you **must** access the fields directly, such as `my_struct.field` or use higher level APIs that are available on the struct if they exist, `Ecto.Changeset.get_field/2` for changesets
- Elixir's standard library has everything necessary for date and time manipulation. Familiarize yourself with the common `Time`, `Date`, `DateTime`, and `Calendar` interfaces by accessing their documentation as necessary. **Never** install additional dependencies unless asked or for date/time parsing (which you can use the `date_time_parser` package)
- Don't use `String.to_atom/1` on user input (memory leak risk)
- Predicate function names should not start with `is_` and should end in a question mark. Names like `is_thing` should be reserved for guards
- Elixir's builtin OTP primitives like `DynamicSupervisor` and `Registry`, require names in the child spec, such as `{DynamicSupervisor, name: MyApp.MyDynamicSup}`, then you can use `DynamicSupervisor.start_child(MyApp.MyDynamicSup, child_spec)`
- Use `Task.async_stream(collection, callback, options)` for concurrent enumeration with back-pressure. The majority of times you will want to pass `timeout: :infinity` as option
## Mix guidelines
- Read the docs and options before using tasks (by using `mix help task_name`)
- To debug test failures, run tests in a specific file with `mix test test/my_test.exs` or run all previously failed tests with `mix test --failed`
- `mix deps.clean --all` is **almost never needed**. **Avoid** using it unless you have good reason
<!-- phoenix:elixir-end -->
<!-- phoenix:phoenix-start -->
## Phoenix guidelines
- Remember Phoenix router `scope` blocks include an optional alias which is prefixed for all routes within the scope. **Always** be mindful of this when creating routes within a scope to avoid duplicate module prefixes.
- You **never** need to create your own `alias` for route definitions! The `scope` provides the alias, ie:
scope "/admin", AppWeb.Admin do
pipe_through :browser
live "/users", UserLive, :index
end
the UserLive route would point to the `AppWeb.Admin.UserLive` module
- `Phoenix.View` no longer is needed or included with Phoenix, don't use it
<!-- phoenix:phoenix-end -->
<!-- phoenix:ecto-start -->
## Ecto Guidelines
- **Always** preload Ecto associations in queries when they'll be accessed in templates, ie a message that needs to reference the `message.user.email`
- Remember `import Ecto.Query` and other supporting modules when you write `seeds.exs`
- `Ecto.Schema` fields always use the `:string` type, even for `:text`, columns, ie: `field :name, :string`
- `Ecto.Changeset.validate_number/2` **DOES NOT SUPPORT the `:allow_nil` option**. By default, Ecto validations only run if a change for the given field exists and the change value is not nil, so such as option is never needed
- You **must** use `Ecto.Changeset.get_field(changeset, :field)` to access changeset fields
- Fields which are set programatically, such as `user_id`, must not be listed in `cast` calls or similar for security purposes. Instead they must be explicitly set when creating the struct
<!-- phoenix:ecto-end -->
<!-- phoenix:html-start -->
## Phoenix HTML guidelines
- Phoenix templates **always** use `~H` or .html.heex files (known as HEEx), **never** use `~E`
- **Always** use the imported `Phoenix.Component.form/1` and `Phoenix.Component.inputs_for/1` function to build forms. **Never** use `Phoenix.HTML.form_for` or `Phoenix.HTML.inputs_for` as they are outdated
- When building forms **always** use the already imported `Phoenix.Component.to_form/2` (`assign(socket, form: to_form(...))` and `<.form for={@form} id="msg-form">`), then access those forms in the template via `@form[:field]`
- **Always** add unique DOM IDs to key elements (like forms, buttons, etc) when writing templates, these IDs can later be used in tests (`<.form for={@form} id="product-form">`)
- For "app wide" template imports, you can import/alias into the `my_app_web.ex`'s `html_helpers` block, so they will be available to all LiveViews, LiveComponent's, and all modules that do `use MyAppWeb, :html` (replace "my_app" by the actual app name)
- Elixir supports `if/else` but **does NOT support `if/else if` or `if/elsif`. **Never use `else if` or `elseif` in Elixir**, **always** use `cond` or `case` for multiple conditionals.
**Never do this (invalid)**:
<%= if condition do %>
...
<% else if other_condition %>
...
<% end %>
Instead **always** do this:
<%= cond do %>
<% condition -> %>
...
<% condition2 -> %>
...
<% true -> %>
...
<% end %>
- HEEx require special tag annotation if you want to insert literal curly's like `{` or `}`. If you want to show a textual code snippet on the page in a `<pre>` or `<code>` block you *must* annotate the parent tag with `phx-no-curly-interpolation`:
<code phx-no-curly-interpolation>
let obj = {key: "val"}
</code>
Within `phx-no-curly-interpolation` annotated tags, you can use `{` and `}` without escaping them, and dynamic Elixir expressions can still be used with `<%= ... %>` syntax
- HEEx class attrs support lists, but you must **always** use list `[...]` syntax. You can use the class list syntax to conditionally add classes, **always do this for multiple class values**:
<a class={[
"px-2 text-white",
@some_flag && "py-5",
if(@other_condition, do: "border-red-500", else: "border-blue-100"),
...
]}>Text</a>
and **always** wrap `if`'s inside `{...}` expressions with parens, like done above (`if(@other_condition, do: "...", else: "...")`)
and **never** do this, since it's invalid (note the missing `[` and `]`):
<a class={
"px-2 text-white",
@some_flag && "py-5"
}> ...
=> Raises compile syntax error on invalid HEEx attr syntax
- **Never** use `<% Enum.each %>` or non-for comprehensions for generating template content, instead **always** use `<%= for item <- @collection do %>`
- HEEx HTML comments use `<%!-- comment --%>`. **Always** use the HEEx HTML comment syntax for template comments (`<%!-- comment --%>`)
- HEEx allows interpolation via `{...}` and `<%= ... %>`, but the `<%= %>` **only** works within tag bodies. **Always** use the `{...}` syntax for interpolation within tag attributes, and for interpolation of values within tag bodies. **Always** interpolate block constructs (if, cond, case, for) within tag bodies using `<%= ... %>`.
**Always** do this:
<div id={@id}>
{@my_assign}
<%= if @some_block_condition do %>
{@another_assign}
<% end %>
</div>
and **Never** do this the program will terminate with a syntax error:
<%!-- THIS IS INVALID NEVER EVER DO THIS --%>
<div id="<%= @invalid_interpolation %>">
{if @invalid_block_construct do}
{end}
</div>
<!-- phoenix:html-end -->
<!-- phoenix:liveview-start -->
## Phoenix LiveView guidelines
- **Never** use the deprecated `live_redirect` and `live_patch` functions, instead **always** use the `<.link navigate={href}>` and `<.link patch={href}>` in templates, and `push_navigate` and `push_patch` functions LiveViews
- **Avoid LiveComponent's** unless you have a strong, specific need for them
- LiveViews should be named like `AppWeb.WeatherLive`, with a `Live` suffix. When you go to add LiveView routes to the router, the default `:browser` scope is **already aliased** with the `AppWeb` module, so you can just do `live "/weather", WeatherLive`
- Remember anytime you use `phx-hook="MyHook"` and that js hook manages its own DOM, you **must** also set the `phx-update="ignore"` attribute
- **Never** write embedded `<script>` tags in HEEx. Instead always write your scripts and hooks in the `assets/js` directory and integrate them with the `assets/js/app.js` file
### LiveView streams
- **Always** use LiveView streams for collections for assigning regular lists to avoid memory ballooning and runtime termination with the following operations:
- basic append of N items - `stream(socket, :messages, [new_msg])`
- resetting stream with new items - `stream(socket, :messages, [new_msg], reset: true)` (e.g. for filtering items)
- prepend to stream - `stream(socket, :messages, [new_msg], at: -1)`
- deleting items - `stream_delete(socket, :messages, msg)`
- When using the `stream/3` interfaces in the LiveView, the LiveView template must 1) always set `phx-update="stream"` on the parent element, with a DOM id on the parent element like `id="messages"` and 2) consume the `@streams.stream_name` collection and use the id as the DOM id for each child. For a call like `stream(socket, :messages, [new_msg])` in the LiveView, the template would be:
<div id="messages" phx-update="stream">
<div :for={{id, msg} <- @streams.messages} id={id}>
{msg.text}
</div>
</div>
- LiveView streams are *not* enumerable, so you cannot use `Enum.filter/2` or `Enum.reject/2` on them. Instead, if you want to filter, prune, or refresh a list of items on the UI, you **must refetch the data and re-stream the entire stream collection, passing reset: true**:
def handle_event("filter", %{"filter" => filter}, socket) do
# re-fetch the messages based on the filter
messages = list_messages(filter)
{:noreply,
socket
|> assign(:messages_empty?, messages == [])
# reset the stream with the new messages
|> stream(:messages, messages, reset: true)}
end
- LiveView streams *do not support counting or empty states*. If you need to display a count, you must track it using a separate assign. For empty states, you can use Tailwind classes:
<div id="tasks" phx-update="stream">
<div class="hidden only:block">No tasks yet</div>
<div :for={{id, task} <- @stream.tasks} id={id}>
{task.name}
</div>
</div>
The above only works if the empty state is the only HTML block alongside the stream for-comprehension.
- **Never** use the deprecated `phx-update="append"` or `phx-update="prepend"` for collections
### LiveView tests
- `Phoenix.LiveViewTest` module and `LazyHTML` (included) for making your assertions
- Form tests are driven by `Phoenix.LiveViewTest`'s `render_submit/2` and `render_change/2` functions
- Come up with a step-by-step test plan that splits major test cases into small, isolated files. You may start with simpler tests that verify content exists, gradually add interaction tests
- **Always reference the key element IDs you added in the LiveView templates in your tests** for `Phoenix.LiveViewTest` functions like `element/2`, `has_element/2`, selectors, etc
- **Never** tests again raw HTML, **always** use `element/2`, `has_element/2`, and similar: `assert has_element?(view, "#my-form")`
- Instead of relying on testing text content, which can change, favor testing for the presence of key elements
- Focus on testing outcomes rather than implementation details
- Be aware that `Phoenix.Component` functions like `<.form>` might produce different HTML than expected. Test against the output HTML structure, not your mental model of what you expect it to be
- When facing test failures with element selectors, add debug statements to print the actual HTML, but use `LazyHTML` selectors to limit the output, ie:
html = render(view)
document = LazyHTML.from_fragment(html)
matches = LazyHTML.filter(document, "your-complex-selector")
IO.inspect(matches, label: "Matches")
### Form handling
#### Creating a form from params
If you want to create a form based on `handle_event` params:
def handle_event("submitted", params, socket) do
{:noreply, assign(socket, form: to_form(params))}
end
When you pass a map to `to_form/1`, it assumes said map contains the form params, which are expected to have string keys.
You can also specify a name to nest the params:
def handle_event("submitted", %{"user" => user_params}, socket) do
{:noreply, assign(socket, form: to_form(user_params, as: :user))}
end
#### Creating a form from changesets
When using changesets, the underlying data, form params, and errors are retrieved from it. The `:as` option is automatically computed too. E.g. if you have a user schema:
defmodule MyApp.Users.User do
use Ecto.Schema
...
end
And then you create a changeset that you pass to `to_form`:
%MyApp.Users.User{}
|> Ecto.Changeset.change()
|> to_form()
Once the form is submitted, the params will be available under `%{"user" => user_params}`.
In the template, the form form assign can be passed to the `<.form>` function component:
<.form for={@form} id="todo-form" phx-change="validate" phx-submit="save">
<.input field={@form[:field]} type="text" />
</.form>
Always give the form an explicit, unique DOM ID, like `id="todo-form"`.
#### Avoiding form errors
**Always** use a form assigned via `to_form/2` in the LiveView, and the `<.input>` component in the template. In the template **always access forms this**:
<%!-- ALWAYS do this (valid) --%>
<.form for={@form} id="my-form">
<.input field={@form[:field]} type="text" />
</.form>
And **never** do this:
<%!-- NEVER do this (invalid) --%>
<.form for={@changeset} id="my-form">
<.input field={@changeset[:field]} type="text" />
</.form>
- You are FORBIDDEN from accessing the changeset in the template as it will cause errors
- **Never** use `<.form let={f} ...>` in the template, instead **always use `<.form for={@form} ...>`**, then drive all form references from the form assign as in `@form[:field]`. The UI should **always** be driven by a `to_form/2` assigned in the LiveView module that is derived from a changeset
<!-- phoenix:liveview-end -->
<!-- usage-rules-end -->