toga-ai 1.0.252 → 1.0.253

package/knowledge/sessions/2026-06-30-surface-section-migration-fe-apeterson.md

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+---
+type: session
+slug: surface-section-migration-fe
+title: Surface action-bar + SalesOrders section migration — FE fixes
+author: apeterson
+repos: [toga25-supply]
+framework: "2.0"
+client: shared
+status: active
+created: 2026-06-30
+updated: 2026-06-30
+---
+
+# Session: surface-section-migration-fe
+**Date:** 2026-06-30
+**Project/Repo:** toga25-supply (2.0)
+**Task:** Make the Surface presentation layer actually render in the SalesOrders record modal — fix the action-bar (BUTTON_BAR) rendering, the grouped section fetch/extraction, Tier-1 rule evaluation, icons, and add a meta-driven custom-component path — all in the toga25-supply React frontend (no backend/DB this session).
+
+---
+
+## What WORKED
+<!-- Include specific file paths and evidence -->
+- **`extractBundle` single-meta decoy fix** — `src/surface/useFetchSurfaceMeta.ts`. The single-meta envelope `{ surfaces: { meta: <bundle> }, elements: [] }` has a decoy empty top-level `elements: []`. Tightened `looksLikeBundle` to require BOTH an `elements` array AND a `surface` object; replaced hard-coded raw/data probing with recursive `findBundle(raw, predicate, depth=4)`; `extractBundle(raw, slug)` now PREFERS the bundle whose `surface.slug === slug`, falling back to first-found. Trace verified: action-bar payload → 5 elements (was 0); direct/`data`/`data.meta` shapes still resolve. Type-check clean.
+- **Grouped fetch `extractGroup` double-nesting fix** — `src/surface/useFetchSurfaceMeta.ts`. The meta-group envelope double-nests the slug-keyed `surfaces` map under an OUTER route-keyed `surfaces` slot: `{ surfaces: { "meta-group": { group, surfaces: { "order-details": bundle, ... } } } }`. Old `extractGroup` grabbed the outer (route-keyed) map → `surfaces["order-details"]` undefined → `surfaceBundleToTenantFields` returned `{}`. Replaced `looksLikeGroup` + the data-probe with recursive `findSurfaceMap(raw, depth=5)` that returns the `surfaces` map whose VALUES look like bundles (or null/empty). Trace verified across 6 shapes (double-nested, resolver-return-at-top, simple, data-wrapped, null-child, empty). Type-check clean.
+- **Tier-1 rule record envelope** — `src/pages/SalesOrders/view/SalesOrderRecordModalLayout/view/sections/SalesOrderTopBar.tsx`. Rules use field `order._status`, but the component passed the bare order; `getByPath(order,"order._status")` → undefined → all gates false. Fixed by passing `record={order ? { order } : null}`. Trace: `{order:{_status:"pendingApproval"}}` → true; `fulfilled` → false. `evaluateSurfaceRule.ts` was NOT the bug.
+- **Icon resolution** — `src/surface/SurfaceActionBar.tsx`. `tokens.icon` is a literal FontAwesome name, not a theme-token slug; running it through `resolveThemeToken` (theme map has only color/bg keys) made every icon fall back to "check". Fixed to `element.tokens?.icon ?? "check"`; removed the now-unused `resolveThemeToken` import.
+- **Meta-driven component registry** — NEW `src/surface/componentRegistry.tsx` (presentation sibling of `actionRegistry`, keyed by `action.key`). `"salesOrder.viewLog"` → `<ViewLogButton label onOpenLog={onActivate} />`. `SurfaceActionBar.renderElement` calls `getSurfaceComponent(element.action?.key)` and renders it (keyed Fragment) before the default icon button. Type-check clean.
+- **Section migration verified end-to-end (adapter seam)** — data path: `useFetchSurfaceMetaGroup(SALES_ORDER_SURFACE_SLUGS)` → `surfaceBundleToTenantFields(surfaces)` → merged into `tenantFields` (migrated clients only) → `buildPatchedTenantFields` (only overrides `recordActionFields`, so it PRESERVES all surface section keys) → `SalesOrderView` → `SalesOrderSummaryGrid` (renders by `section.type` cardType) + `getDetailSections` (reads `section.isVisible`). Full project type-check: zero errors.
+- **Debug cleanup** — removed all debug `console.log`s from the viewModel (×3), `SalesOrderRecordModalLayout.tsx`, and `getDetailSections.tsx`. `grep` confirms none remain; type-check clean.
+- **Two `/capture` runs PUSHED** to team `_main`, updating `2.0/apps/toga25-supply/features/surface-frontend.md` (owners `[jcardinal, apeterson]`), including corrections of two stale notes from the first capture.
+
+## What did NOT work — DO NOT RETRY THESE
+<!-- Exact failure reasons — do not vague-ify -->
+- **Requiring a `group` discriminator key in `looksLikeGroup`** — added during the review pass to disambiguate single-vs-group. It RETURNED `{}` for the grouped fetch because the V2 envelope does not carry a top-level `group` at the probed level (the single-meta envelope has none either). Reverted, then `looksLikeGroup` removed entirely in favor of `findSurfaceMap`. DO NOT re-add a `group`-key requirement.
+- **Matching the bundle/group on `elements` array ALONE** — the original `looksLikeBundle`/`looksLikeGroup` fingerprint. An empty `elements: []` decoy (single) and the outer route-keyed `surfaces` (group) both satisfied it, returning the wrong node. Must additionally require a `surface` descriptor (bundle) / match by bundle-shaped values (group).
+- **Branching the custom component on `renderType === "BUTTON"`** — rejected by the user as "not driven by surface meta" — it hardcodes a component to a whole render category. Use the `action.key`-keyed `componentRegistry` instead (the chosen approach).
+
+## Not tried yet (candidates for next session)
+- **Seed/ACL fixes for the display-section surfaces** (`additional-order-details`, `admin-notes`, `notes`) — if still missing at runtime, their surface resolves `surface: null` and the adapter drops the key (no JSON fallback for migrated clients). This is the paused Track B (prod cross-cluster seed work), NOT an FE fix. See session `surface-layer` (jcardinal) for the prod cross-cluster blocker.
+- **Re-enable `shipments`** — currently permanently hidden: `useShipments` is commented out and the viewModel hardcodes `shipmentsData: []`; `getDetailSections` gates on `shipmentsData.length > 0`. Re-wire `useShipments` if shipments need to render.
+- **Runtime verification on a migrated client** — confirm on a `COMPASS`/`COMPASSCANADA`/`QUAD` hostname that the cards + detail sections render from Surface and the action bar shows all five buttons with correct icons.
+- **Backend: stabilize the single-meta / meta-group envelope contract** so the FE shape-probing (`findBundle`/`findSurfaceMap`) can eventually relax.
+
+## Current file state
+| File | Status | Notes |
+|------|--------|-------|
+| src/surface/useFetchSurfaceMeta.ts | modified | `findBundle` + slug-preferred `extractBundle`; `findSurfaceMap` + `extractGroup`; `looksLikeGroup` removed. Type-check clean. |
+| src/surface/SurfaceActionBar.tsx | modified | renames (element/surfaceMeta/recordSurfaceState); literal `tokens.icon`; `componentRegistry` branch; debug logs gone. |
+| src/surface/componentRegistry.tsx | created | NEW presentation registry keyed by `action.key`; `salesOrder.viewLog` → ViewLogButton. |
+| src/pages/.../view/sections/SalesOrderTopBar.tsx | modified | `record={order ? { order } : null}` envelope for Tier-1 rules. |
+| src/pages/.../viewModel/useSalesOrderRecordModalLayoutModel.tsx | modified | debug logs removed; surface→tenantFields merge intact (unchanged logic). |
+| src/pages/.../SalesOrderRecordModalLayout.tsx | modified | removed stray `console.log(error)`. |
+| src/pages/.../helpers/getDetailSections.tsx | modified | removed `console.log(tenantFields)`. |
+| src/pages/SalesOrders/viewModel/useSalesOrdersPageViewModel.tsx | modified | PRE-EXISTING change from session start — NOT touched this session; review separately. |
+| .claude/ | untracked | local harness mirror; not part of this work. |
+
+## Decisions made
+- **Keep the adapter seam for section migration; do NOT replace with direct `<SurfaceSection>`** (user-confirmed). Rationale: the adapter (`surfaceBundleToTenantFields` → `tenantFields` → existing renderers) is complete and keeps business logic (the `_totalLease` recurring gate, card styling) in code; a direct-`<SurfaceSection>` rewrite would re-home all that for no functional gain. Rejected: per-section `<SurfaceSection surfaceSlug record/>` like SurfaceActionBar.
+- **Custom components via an `action.key`-keyed `componentRegistry`** (sibling of `actionRegistry`), not a `renderType` branch. Rationale: fully meta-driven, same extensibility model as the existing registries; adding a custom button = one surface element + one registry entry.
+- **Shape-probe by value, not by key/path** — both `findBundle` and `findSurfaceMap` identify the target by structural shape (bundle = `surface` + `elements`; slug-keyed map = values are bundles) and walk the tree, rather than hard-coding the V2 envelope nesting. Rationale: robust across route/version envelope changes.
+
+## Blockers
+- **Display-section surfaces may not be seeded/granted** for the migrated clients — if `additional-order-details`/`admin-notes`/`notes` are still missing at runtime, that is a seed/ACL (Track B) gap, not FE. Track B (prod cross-cluster Client seed rewrite) remains user-paused pending prod Core ids (see session `surface-layer`).
+
+## Exact next step
+> On a migrated-client hostname (`clientSlug` === `COMPASS`/`COMPASSCANADA`/`QUAD`), open a sales order and inspect the network response for `GET /v2/surfaces/meta-group` plus the resolved `surfaces` object: confirm the slug-keyed bundles for `order-details`, `ship-to`, `bill-to`, `order-summary`, `order-recurring`, `invoices`, `notes`, `admin-notes`, `additional-order-details`. For any whose bundle is `surface: null`, that slug is a seed/ACL gap (Track B) — list them and hand off to the backend seed pass; everything that resolves should now render via the verified adapter path.
+
+---
+_Saved by /session-save on 2026-06-30_

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "toga-ai",
-  "version": "1.0.252",
+  "version": "1.0.253",
   "description": "TOGA Technology Team Claude Knowledge System — shared AI coding harness with skills, knowledge base CLI, and project installer for Claude Code.",
   "keywords": [
     "claude",