Merged PR 2260: refactor(representations): complete slice-based refactor of representations flow
## Representations Refactor — Behaviour-Preserving Structural Improvements This PR delivers a full refactor of the representations flow, improving structure, readability, and maintainability while preserving all existing behaviour. The work was completed using a controlled, slice-based approach with strict guardrails and regression validation at each step. No changes have been made to user journeys, payloads, routing, or EN/CY behaviour. The result is a cleaner, more maintainable codebase with reduced coupling and clearer separation of concerns, ready for future enhancements without increased risk. --- ## What Was Done The refactor was delivered incrementally across the following slices: - **R1** — Representation entry logic extraction - **R2** — Page loader separation (SSR/data orchestration) - **R3** — Journey step resolution extraction - **R4** — Flow shell decomposition - **R5** — Representation elements normalisation - **R6** — Data/service layer cleanup - **R7** — Summary rendering proof slice - **R8** — Submission/finalisation boundary isolation - **R9** — Summary rollout (Batch 1) Each slice: - was isolated to a single concern - followed strict guardrails - was validated before merge Full detail is available in: `context/representations-refactor-tracker.md` --- ## Key Improvements - Reduced coupling across the representations journey - Separated data loading, orchestration, and rendering concerns - Simplified complex conditional logic into testable helpers - Standardised summary rendering using shared primitives (`SummaryCard`, `SummaryRow`) - Isolated submission/finalisation sequencing into explicit boundaries - Improved overall readability and maintainability --- ## Behaviour Preservation This refactor does **not** change: - User journeys (APP / IP / Agent / LPA) - Route and query behaviour - Payload contracts and API interactions - Redux state shape and usage - Validation rules and messaging - EN/CY behaviour - File upload / PDF / email sequencing - Linked-case logic All changes are structural only. --- ## Validation ### Automated - `npm run lint` — passed (warnings only, no new errors) - `npm run test:reps` — passed (7/7) ### Manual Validated end-to-end across: - APP - IP - Agent - LPA Including: - representation creation - editing/resuming representations - submission flow - confirmation/completion behaviour - summary rendering across case types - EN/CY parity --- ## Risk Management The refactor targeted several high-risk areas: - Case summary entry logic - Representation submission/finalisation sequencing - Dual-mode entry (new vs existing representation) Risk was controlled through: - small, incremental slices - one branch per slice - regression validation per slice - strict behaviour-preservation guardrails - controlled rollout for summary rendering changes --- ## Reviewer Guidance Suggested areas to focus on: - End-to-end representation journey (create → submit → complete) - S...
This commit is contained in:
Robert Bond
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# Representations Refactor Tracker
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Base branch: `refactor`
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---
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## Status
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Current slice: Slice R9 — Summary Rollout (Batch 1)
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Status: COMPLETE
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---
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## Slice List
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---
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### Slice R1 — Representation Entry Logic Extraction
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Status: COMPLETE
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Notes: Completed in prior refactor slice work; no additional changes required in this closeout.
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---
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### Slice R2 — Representation Page Loader Separation
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Status: COMPLETE
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Notes: Completed in prior refactor slice work; no additional changes required in this closeout.
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---
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### Slice R3 — Journey Step Resolution Extraction
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Status: COMPLETE
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Notes: Completed in prior refactor slice work; no additional changes required in this closeout.
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---
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### Slice R4 — Flow Shell Decomposition
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Status: COMPLETE
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Notes: Completed in prior refactor slice work; no additional changes required in this closeout.
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**Completion notes (this slice):**
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- Implemented on feature branch created from `refactor`: `rep-slice-r4-flow-shell`.
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- Extracted render-shell structure from `components/case/representation/index.js` into:
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- `components/case/representation/shell/RepresentationFlowFormStage.js`
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- `components/case/representation/shell/RepresentationTimetablePanel.js`
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- Kept `index.js` as orchestration owner (no side-effect migration):
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- `onHandleSubmit` unchanged in location/ownership
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- `updateRepresentation` unchanged in location/ownership
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- upload/PDF/email sequencing unchanged
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- stage-resolution/questionnaire decisions remain in `index.js`
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- Preserved explicit prop passing; no grouped-prop/view-model abstraction introduced in this slice.
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- Validation evidence:
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- `npm run lint` completed (warnings only, no new errors).
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- `npm run test:reps` completed: **6 passed**.
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- Manual APP/IP/Agent/LPA checks: **passed**.
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- Manual EN/CY parity checks: **passed**.
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---
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### Slice R5 — Representation Elements Normalisation
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Status: COMPLETE
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Notes: Completed in prior refactor slice work; no additional changes required in this closeout.
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---
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### Slice R6 — Async Data / Service Layer Cleanup
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Status: COMPLETE
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Notes: Completed in prior refactor slice work; no additional changes required in this closeout.
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---
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### Slice R7 — Summary / Case-Type Rendering Simplification (Proof Slice)
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**Completion notes (this slice):**
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- Implemented on feature branch created from `refactor`: `rep-slice-r7-summary-rendering-simplification`.
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- Added render-only summary primitives:
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- `components/case/summary/components/SummaryCard.js`
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- `components/case/summary/components/SummaryRow.js`
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- Applied to proof subset:
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- `pinswg_planningappeals78id.js`
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- `pinswg_planningconditionss73s79id.js`
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- Preserved constraints:
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- no translation/date/bilingual logic moved
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- no linked-cases extraction
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- no ordering/visibility changes
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- Validation evidence:
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- `npm run lint` passed (warnings only)
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- `npm run test:reps` passed (**7 passed**)
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- manual APP/IP/Agent/LPA + EN/CY checks passed
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---
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### Slice R8 — Submission / Finalisation Boundary Isolation
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**Completion notes (this slice):**
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- Implemented on feature branch created from `refactor`: `rep-slice-r8-finalisation-boundary`.
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- Added helper module:
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- `components/case/representation/utils/finalisationBoundary.js`
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- Extracted:
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- `buildRepresentationUpdateBody(...)`
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- `buildSubmitEnrichedValues(...)`
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- `runFinalisationSequence(...)`
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- Preserved:
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- parent-owned branching logic
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- completion-side effects in `representationComplete.js`
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- exact sequencing of finalisation operations
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- Validation evidence:
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- `npm run lint` passed (warnings only)
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- `npm run test:reps` passed (**7 passed**)
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- manual APP/IP/Agent/LPA + EN/CY checks passed
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---
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### Slice R9 — Summary Rollout (Batch 1)
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**Goal:**
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Roll out proven summary rendering primitives across remaining low-risk summary-type files.
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**Completion notes (this slice):**
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- Applied `SummaryCard` and `SummaryRow` primitives to Batch 1 summary-type files.
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- Rollout executed incrementally:
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- one summary-type file per commit
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- consistent mechanical application of proven pattern
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- Changes limited strictly to presentational structure:
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- replaced card shell markup with `SummaryCard`
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- replaced row wrapper markup with `SummaryRow` where safe
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- Preserved across all updated files:
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- field visibility rules
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- row and card ordering
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- translation key selection
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- EN/CY branching behaviour
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- date source selection and formatting
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- linked-case logic
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- route/query behaviour
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- payloads and Redux state
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- Parent summary-type files retain all business logic and conditional rendering.
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- Shared components confirmed render-only.
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**Validation evidence:**
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- `npm run lint` completed (warnings only, no new errors)
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- `npm run test:reps` passed (**7 passed**)
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- Structured validation confirmed:
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- translation/bilingual logic unchanged
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- date/lookup logic unchanged
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- conditional rendering preserved
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- Targeted manual spot-checks completed:
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- `pinswg_sipscase.js`
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- `pinswg_dnsid.js`
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- `pinswg_electricityactid.js`
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- `pinswg_harbourrevisionorderid.js`
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- No behavioural regressions identified
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**Outcome:**
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- Summary rendering layer simplified and standardised
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- Duplication reduced while preserving all behaviour
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- Safer and more maintainable structure
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**Status: COMPLETE**
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---
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## Rules
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- Only work on ONE slice at a time
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- Do not combine slices
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- One branch per slice (exception: controlled rollout batches)
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- One commit per slice (or per file in rollout batch)
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- Update tracker after slice completion
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- Do not proceed if regression risk exists
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---
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## Regression Checklist (Run After Each Slice)
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### Core Journey
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- Navigate from case summary → Make representation
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- Select capacity
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- Select representation type
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- Enter content
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- Upload files (if applicable)
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- View check answers
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- Submit representation
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- View confirmation page
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---
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### Validation
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- EN/CY parity maintained
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- No navigation regressions
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- No state inconsistencies
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- No console errors
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---
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### Technical
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- `npm run lint` passes
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- No new warnings/errors introduced
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---
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## Notes
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- CaseSummary is a high-risk entry point
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- Eligibility logic is complex and must not drift
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- Submission flow is highly sensitive
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- Dual-mode entry (new vs existing representation) is a key complexity
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---
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## Definition of Done (Per Slice)
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A slice is complete when:
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- behaviour is preserved
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- regression checks pass
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- code is cleaner and easier to understand
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- change is small and safe to merge
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