@schalkneethling/toolkit 0.2.0 → 0.4.0

package/skills/frontend-testing/references/locator-strategies.md

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+# Locator Strategies
+
+Locators determine how tests find elements. Good locators are resilient to implementation changes while verifying accessibility.
+
+## Priority Hierarchy
+
+Both Playwright and Testing Library recommend this order. Each level provides accessibility verification as a byproduct.
+
+### 1. Accessible Roles (First Choice)
+
+Query the accessibility tree. If this fails, the UI likely has accessibility issues.
+
+```javascript
+// Playwright
+page.getByRole("button", { name: /submit/i })
+page.getByRole("textbox", { name: /email/i })
+page.getByRole("heading", { level: 1 })
+page.getByRole("navigation")
+page.getByRole("listitem")
+
+// Testing Library
+screen.getByRole("button", { name: /submit/i })
+screen.getByRole("checkbox", { checked: true })
+```
+
+**Why first**: Users and assistive technologies perceive the page through roles. Testing with roles validates both functionality and accessibility.
+
+**Name option**: Filters by accessible name (visible text, aria-label, or aria-labelledby).
+
+```javascript
+// Multiple buttons? Filter by name
+page.getByRole("button", { name: /save/i })      // Save button
+page.getByRole("button", { name: /cancel/i })    // Cancel button
+page.getByRole("button", { name: /delete/i })    // Delete button
+```
+
+**Common roles**:
+- `button`, `link`, `textbox`, `checkbox`, `radio`
+- `combobox` (select), `listbox`, `option`
+- `heading`, `navigation`, `main`, `article`
+- `dialog`, `alert`, `alertdialog`
+- `list`, `listitem`, `table`, `row`, `cell`
+- `tab`, `tablist`, `tabpanel`
+
+### 2. Label Text (Forms)
+
+How users find form fields. Validates label-input association.
+
+```javascript
+// Playwright
+page.getByLabel("Email address")
+page.getByLabel(/password/i)
+
+// Testing Library
+screen.getByLabelText("Email address")
+screen.getByLabelText(/confirm password/i)
+```
+
+**Why second**: Form users navigate by labels. Tests using labels fail if labels are missing or improperly associated—catching real accessibility bugs.
+
+### 3. Placeholder Text (Fallback for Forms)
+
+Use only when labels aren't available. Placeholder is not a label substitute.
+
+```javascript
+page.getByPlaceholder("Search products...")
+screen.getByPlaceholderText("Enter your query")
+```
+
+**Why third**: Better than test IDs, but UI should have proper labels.
+
+### 4. Visible Text (Non-Interactive Content)
+
+For elements identified by their content.
+
+```javascript
+// Playwright
+page.getByText("Welcome back, Sarah")
+page.getByText(/order confirmed/i)
+
+// Testing Library
+screen.getByText("No results found")
+screen.getByText(/loading/i)
+```
+
+**Why fourth**: Useful for assertions on content, but doesn't verify semantic structure.
+
+### 5. Alt Text (Images)
+
+For images with meaningful alt text.
+
+```javascript
+page.getByAltText("Company logo")
+screen.getByAltText(/product photo/i)
+```
+
+### 6. Title Attribute
+
+Rarely used. Most elements shouldn't rely on title for identification.
+
+```javascript
+page.getByTitle("Close dialog")
+screen.getByTitle(/help/i)
+```
+
+### 7. Test IDs (Last Resort)
+
+Escape hatch when semantic queries fail. Provides no accessibility verification.
+
+```javascript
+// Playwright
+page.getByTestId("pricing-calculator")
+
+// Testing Library
+screen.getByTestId("data-grid")
+```
+
+**When appropriate**:
+- Complex dynamic components (data grids, charts)
+- Elements with no stable accessible name
+- Third-party components you can't modify
+
+**When to avoid**:
+- Any element that has text, label, or semantic role
+- As a default choice to "make tests easier"
+
+## Playwright-Specific Patterns
+
+### Chaining and Filtering
+
+Narrow down when multiple matches exist:
+
+```javascript
+// Find delete button in specific row
+const userRow = page.getByRole("row").filter({ hasText: "john@example.com" });
+await userRow.getByRole("button", { name: /delete/i }).click();
+
+// Combine locators
+const submitButton = page
+  .getByRole("button", { name: /submit/i })
+  .and(page.locator("[type=submit]"));
+```
+
+### Scoped Queries with `within`
+
+Test elements within a container:
+
+```javascript
+// Playwright
+const form = page.getByRole("form", { name: /checkout/i });
+await form.getByLabel("Card number").fill("4111111111111111");
+
+// Testing Library
+import { within } from "@testing-library/react";
+const form = screen.getByRole("form");
+within(form).getByLabelText("Email");
+```
+
+### Handling Multiple Elements
+
+When strict matching fails:
+
+```javascript
+// Get all, then filter
+const buttons = await page.getByRole("button").all();
+const buttonTexts = await Promise.all(
+  buttons.map(button => button.textContent())
+);
+const deleteButtons = buttons.filter((button, index) =>
+  buttonTexts[index]?.includes("Delete")
+);
+
+// Or be more specific with the query
+page.getByRole("button", { name: "Delete", exact: true });
+```
+
+## Testing Library Variants
+
+### get vs query vs find
+
+| Variant | No match | Multiple matches | Async |
+|---------|----------|------------------|-------|
+| `getBy` | Throws | Throws | No |
+| `queryBy` | Returns null | Throws | No |
+| `findBy` | Throws | Throws | Yes (waits) |
+
+```javascript
+// Element should exist now
+screen.getByRole("button", { name: /submit/i });
+
+// Element might not exist (testing absence)
+expect(screen.queryByRole("alert")).not.toBeInTheDocument();
+
+// Element appears after async action
+await screen.findByRole("alert");
+```
+
+### Regex vs String Matching
+
+```javascript
+// Exact match (case-sensitive)
+screen.getByText("Submit Order");
+
+// Flexible match (recommended for resilience)
+screen.getByText(/submit order/i);
+
+// Partial match
+screen.getByText(/submit/i);
+```
+
+## Anti-Patterns
+
+### CSS Selectors as Primary Strategy
+
+```javascript
+// BAD: Tied to implementation
+page.locator(".btn-primary");
+page.locator("#submit-form-btn");
+page.locator("div.container > form > button");
+
+// GOOD: Tied to user experience
+page.getByRole("button", { name: /submit/i });
+```
+
+### XPath
+
+```javascript
+// BAD: Brittle, hard to read
+page.locator("//div[@class='form']//button[text()='Submit']");
+
+// GOOD: Clear and semantic
+page.getByRole("button", { name: /submit/i });
+```
+
+### Position-Based Selection
+
+```javascript
+// BAD: Breaks when order changes
+page.getByRole("button").nth(2);
+
+// GOOD: Explicit about which element
+page.getByRole("button", { name: /delete account/i });
+```
+
+### Test IDs for Everything
+
+```javascript
+// BAD: No accessibility verification
+page.getByTestId("submit-button");
+page.getByTestId("email-input");
+page.getByTestId("error-message");
+
+// GOOD: Validates accessibility
+page.getByRole("button", { name: /submit/i });
+page.getByLabel("Email");
+page.getByRole("alert");
+```
+
+## Debugging Locators
+
+### Playwright
+
+```javascript
+// Log all accessible elements
+await page.getByRole("button").evaluateAll(buttons => 
+  buttons.map(b => b.textContent)
+);
+
+// Use Playwright Inspector
+// npx playwright test --debug
+
+// Use codegen for suggestions
+// npx playwright codegen example.com
+```
+
+### Testing Library
+
+```javascript
+// Log the DOM
+screen.debug();
+
+// Log specific element
+screen.debug(screen.getByRole("form"));
+
+// Use Testing Playground
+// testing-playground.com
+// Or browser extension
+```
+
+## References
+
+- [Playwright Locators](https://playwright.dev/docs/locators)
+- [Testing Library Queries](https://testing-library.com/docs/queries/about/)
+- [ARIA Roles](https://developer.mozilla.org/en-US/docs/Web/Accessibility/ARIA/Roles)
+- [Testing Library Priority Guide](https://testing-library.com/docs/queries/about/#priority)