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pedwfrontend/.clinerules/CONTRIBUTING_AI.md
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Robert Bond 0de9268255 Merged PR 2242: Refactor: New Appeal flow structural cleanup (Slices 1–8, no behaviour change)
## Summary

This PR merges the completed new-appeal refactor stream (Slices 1–8) into SIPS-Development.

This refactor was executed in controlled slices with regression validation at each step.

## Scope

Structural and readability improvements only:
- XML/form derivation extraction
- payload and file helper extraction
- side-effect facade introduction
- BuildSection and BuildCheckSection decomposition
- BuildCheckRow formatter map refactor
- nested prop boundary cleanup
- start-flow cleanup (CreateCase / AboutYou)

## Behaviour

No intended behavioural changes.

The following were explicitly preserved:
- S78 journey behaviour
- payload shapes and field names/ids
- HASCAS mapping logic
- appellant/agent branching
- validation rules and messages
- redirect/query parameters (`lpa`, `apt`, `id`)
- navigation and side-effect sequencing
- EN/CY output parity

## Validation

Full regression has been performed on:
- start flow (CreateCase / AboutYou)
- save and resume flows
- file upload handling
- check answers rendering
- submit/finalisation sequence
- confirmation flow
- CRM insertion path
- EN/CY parity

Additional checks:
- docsOffline branch behaviour
- completion and partial-save email paths
- negative-path validation scenarios
- lint (warnings baseline unchanged)

## Risk

Low:
- changes are structural only
- no business logic changes
- no contract changes

## Rollback

Safe rollback via reverting this merge commit.

## Notes

This refactor reduces coupling and prepares the new-appeal flow for future appeal-type expansion.

Related work items: #22570, #22576, #22577, #22583, #22586, #22587, #22588, #22590
2026-04-13 13:09:12 +00:00

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# Contributing with AI (Refactor Branch — PEDW FrontEnd)
## Purpose
This guide defines how engineers and AI agents should work safely and efficiently in this refactor branch.
This branch focuses on **safe, behaviour-preserving refactor of the new appeal flow**.
---
## Start Here (Required Order)
1. Read `.clinerules/refactor-branch-rules.md`
2. Read `GUARDRAILS.md`
3. Read core context:
- `context/refactor-branch-charter.md`
- `context/newappeal-refactor-guardrails.md`
- `context/architecture.md`
- `context/domain-flows.md`
Only read additional files when directly relevant.
Do **not** load all context, templates, or memory-bank files by default.
---
## Core Principle
This is a **refactor branch**, not a feature branch.
- Preserve current live S78 behaviour
- Do not introduce business-rule changes unless explicitly requested
- Prefer small, safe, reversible changes
- Focus on structure, not behaviour
---
## Standard AI-Assisted Workflow
### 1. Scope
- Define requirement
- Confirm non-goals
- Identify impacted flow areas
- Identify risk level
### 2. Plan
- Keep plan small and incremental
- Identify safe boundaries
- Avoid mixing refactor + feature work
### 3. Implement
- Make the smallest viable change
- Prefer extraction over rewrite
- Preserve interfaces and payload shapes
### 4. Validate
Minimum required:
- `npm run lint`
- targeted manual checks
- EN/CY parity checks (if user-facing)
- negative-path checks for sensitive flows
### 5. Document (only when needed)
- update `memory-bank/change-log.md` for non-trivial work
- record decisions or pitfalls if useful
---
## Templates (Use Only When Needed)
Templates are optional tools, not default context.
Use **only one** template if needed:
- feature implementation
- bug fix
- refactor
- debugging
- code review
Do not load all templates.
Do not treat templates as baseline context.
---
## Context Loading Rule (Critical)
Always use the **minimum required context**.
### Default context for this branch:
- `context/refactor-branch-charter.md`
- `context/newappeal-refactor-guardrails.md`
- `context/architecture.md`
- `context/domain-flows.md`
### Only load additional files when:
- working with integrations → `integration-map.md`
- reviewing test gaps → `test-coverage-map.md`
- performing release work → `runbook.md`
- working on specific planned sequence → `context/plans/*`
Never load:
- all context files
- all templates
- onboarding or overview docs
---
## Branching Protocol
This repository currently uses different branch rules depending on the work type.
### For BAU / normal delivery work
- create work branches from `SIPS-Development`
### For new appeal refactor work
- use the `refactor` branch as the base branch
- do refactor implementation either:
- directly on `refactor`, if that is the agreed working model, or
- on a short-lived feature branch created from `refactor`
Do not perform refactor implementation directly on `SIPS-Development`.
If unsure which branch model applies, stop and confirm before making changes.
---
## No-Break Rules (Always Enforce)
- Do not weaken auth/session behaviour
- Do not weaken security headers/CSP
- Keep EN/CY behaviour aligned
- Do not expose secrets or personal data
- Protect save/resume/upload/submit journeys
---
## PR Minimum (AI-Assisted)
Every change must include:
- Scope summary
- Files changed
- Risk notes (auth/data/i18n/a11y)
- Validation evidence
- Rollback plan
---
## Handling Unknowns
If unsure:
1. Choose the safer option
2. Do not change behaviour
3. call out assumptions clearly
4. log open questions if needed
---
## Summary Rule
If in doubt:
> Preserve behaviour, reduce risk, keep changes small.