docs: add Trellis planning and project specs
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.trellis/spec/guides/cross-layer-thinking-guide.md
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.trellis/spec/guides/cross-layer-thinking-guide.md
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# Cross-Layer Thinking Guide
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> **Purpose**: Pre-implementation checklist for features that span multiple layers.
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>
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> **Core Principle**: 30 minutes of thinking saves 3 hours of debugging.
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---
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## When to Use This Guide
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Use this guide when your feature:
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- Touches 3+ layers (Server Component, Client Component, oRPC, Database)
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- Involves data transformation between layers
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- Has real-time or event-driven components
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- Receives data from external sources (APIs, webhooks, file uploads)
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---
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## Pre-Implementation Checklist
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Before writing code, answer these questions:
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### 1. Layer Identification
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**Which layers does this feature touch?**
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- [ ] Server Components (RSC - data fetching, static rendering)
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- [ ] Client Components (interactivity, browser APIs, React hooks)
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- [ ] API Routes / oRPC Procedures (validation, business logic)
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- [ ] Middleware (auth checks, redirects, header manipulation)
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- [ ] Database (Drizzle ORM queries, migrations)
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- [ ] Server Actions (form handling, progressive enhancement)
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- [ ] External Services (third-party APIs, webhooks)
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### 2. Data Flow Direction
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**How does data flow?**
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```
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Read Flow: DB -> Drizzle -> oRPC Handler -> API Response -> React Query -> Component -> UI
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Write Flow: UI -> Form/Action -> oRPC Mutation -> Handler -> Drizzle -> DB
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SSR Flow: DB -> Drizzle -> oRPC Handler -> Server Component -> HTML -> Client Hydration
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```
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- [ ] Read-only (data flows from DB to UI)
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- [ ] Write-only (data flows from UI to DB)
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- [ ] Bidirectional (both directions)
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- [ ] Server-rendered (data fetched in Server Components)
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- [ ] Client-fetched (data fetched via React Query in Client Components)
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### 3. Data Format at Each Layer
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**What format is the data at each boundary?**
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| Layer | Format | Example |
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| ---------------- | ----------------------- | ----------------------------------------------- |
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| Database | SQL types | `TEXT`, `INTEGER`, `TIMESTAMP`, `JSONB` |
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| Drizzle ORM | TypeScript types | `string`, `number`, `Date`, `Record<>` |
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| oRPC Handler | Zod-validated objects | `{ id: string, createdAt: Date }` |
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| oRPC Response | Serialized JSON | `{ id: "abc", createdAt: "2024-01-01T..." }` |
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| React Query | Cached response | Same as oRPC response (deserialized) |
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| Server Component | Props (must serialize) | No functions, no Date objects, no class instances |
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| Client Component | React state | Component props, hook return values |
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| UI | Rendered output | HTML, Tailwind-styled elements |
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### 3.1 Serialization Boundary (CRITICAL!)
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**Design Principle**: Data crossing the Server/Client Component boundary must be serializable.
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| Serializable (OK) | NOT Serializable (WILL BREAK) |
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| ----------------------- | --------------------------------- |
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| `string`, `number` | `Date` objects |
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| `boolean`, `null` | `Map`, `Set` |
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| Plain objects, arrays | Functions, class instances |
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| `undefined` (as absent) | `BigInt`, `Symbol` |
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**Common serialization trap**:
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```typescript
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// BAD - Date objects don't serialize across RSC boundary
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async function ItemPage() {
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const item = await orpcClient.items.get({ itemId: "123" });
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// item.createdAt might be a Date object from Drizzle
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return <ClientItem item={item} />; // Date becomes string or breaks!
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}
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// GOOD - Convert to serializable format before passing to Client Component
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async function ItemPage() {
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const item = await orpcClient.items.get({ itemId: "123" });
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return <ClientItem item={{
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...item,
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createdAt: item.createdAt.toISOString(), // Explicit string conversion
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}} />;
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}
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```
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### 4. Data Transformation Points
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**Where does format change? Who is responsible?**
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| From | To | Transformer | Location |
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| ----------------- | ------------------- | ------------------- | -------------------------- |
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| DB timestamp | JS Date | Drizzle ORM | Automatic |
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| JS Date | ISO string | oRPC serialization | API response |
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| ISO string | Display string | React component | UI layer |
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| User input | Validated data | Zod schema | oRPC input validation |
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| JSONB column | TypeScript object | Drizzle + cast | Query layer |
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### 5. Boundary Questions (Critical!)
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For each layer boundary, ask:
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**RSC / Client Component Boundary:**
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- What data is the Server Component passing as props?
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- Is all of it serializable? (no functions, no Date objects, no Maps)
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- Could this data be fetched directly in the Client Component via React Query instead?
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- Does the Client Component need to refetch or mutate this data?
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**Client Component / oRPC Boundary:**
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- What format does the oRPC response return?
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- How does React Query cache and deserialize it?
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- What happens if the response format changes?
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- Are query keys consistent for cache invalidation?
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**oRPC Handler / Database Boundary:**
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- Are timestamps handled consistently? (ISO strings vs Date objects)
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- Are IDs strings or numbers?
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- What about null vs undefined?
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- Does Drizzle transform types automatically?
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- Are JSONB columns properly cast?
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**Middleware / Route Boundary:**
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- Is auth checked in middleware, oRPC procedure, or both?
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- What happens if middleware redirects but the API call continues?
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- Are headers properly forwarded in SSR context?
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### 6. Authentication Context
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**Where is auth available?**
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| Layer | Auth Method | Notes |
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| ---------------- | -------------------------------------- | --------------------------------------- |
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| Middleware | `getSession()` from headers/cookies | Runs before route handler |
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| Server Component | `getSession()` or `auth()` helper | Can redirect on the server |
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| Client Component | `useSession()` hook | May need loading state |
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| oRPC Procedure | `protectedProcedure` middleware | Throws UNAUTHORIZED if no session |
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| API Route | `getSession()` from request headers | Manual check needed |
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**Common auth pitfall**:
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```typescript
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// BAD - Auth checked in middleware but not in oRPC procedure
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// If someone calls the API directly, auth is bypassed!
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export const middleware = NextResponse.next(); // auth check here
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export const getSecret = publicProcedure.handler(...); // no auth check!
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// GOOD - Auth in oRPC procedure (always enforced)
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export const getSecret = protectedProcedure.handler(...);
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```
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### 7. Edge Cases
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- [ ] What if the data is empty/null?
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- [ ] What if the database query fails?
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- [ ] What if the oRPC call times out?
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- [ ] What if a referenced entity doesn't exist?
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- [ ] What if the user navigates away mid-mutation?
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- [ ] What if React Query returns stale data?
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- [ ] What if the user's session expires mid-operation?
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- [ ] What if the same mutation fires twice (double-click)?
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---
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## Common Patterns
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### Pattern A: Server Component Data Fetch
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**Layers**: Server Component -> oRPC Client -> Handler -> Database
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**Data Flow**:
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```
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1. Server Component: Calls oRPC client directly (server-side)
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2. oRPC Handler: Validates auth, queries database
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3. Drizzle: Returns typed results
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4. Server Component: Renders HTML with data
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5. Client: Receives pre-rendered HTML
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```
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**Common Issues**:
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- **Serialization**: Server Components can render Date objects directly, but cannot pass them as props to Client Components
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- **No cache**: Server-side oRPC calls bypass React Query cache; consider prefetching
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- **Waterfall**: Sequential server-side calls create request waterfalls; use `Promise.all` for parallel fetching
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### Pattern B: Client Component with React Query
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**Layers**: Client Component -> React Query -> oRPC Client -> Handler -> Database
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**Data Flow**:
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```
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1. Client Component: Mounts, triggers useQuery
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2. React Query: Checks cache, calls oRPC client if stale
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3. oRPC Client: Sends HTTP request to API route
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4. oRPC Handler: Validates input/auth, queries DB
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5. Response: JSON back through React Query
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6. Client Component: Re-renders with data
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```
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**Common Issues**:
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- **Loading states**: Must handle `isLoading`, `isError`, `isPending` properly
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- **Stale data**: Configure `staleTime` and `gcTime` appropriately
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- **Cache invalidation**: Use `orpc.xxx.key()` for consistent invalidation after mutations
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- **Enabled flag**: Disable queries when required parameters are missing
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### Pattern C: Mutation with Optimistic Update
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**Layers**: Client Component -> useMutation -> oRPC Client -> Handler -> Database
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**Data Flow**:
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```
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1. User: Triggers action (click, form submit)
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2. onMutate: Optimistically update React Query cache
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3. oRPC Client: Sends mutation request
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4. Handler: Validates, writes to DB
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5. onSuccess: Invalidate related queries
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6. onError: Rollback optimistic update from snapshot
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```
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**Common Issues**:
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- **Rollback complexity**: Must snapshot all affected queries before optimistic update
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- **Type safety**: Cache manipulation needs explicit type annotations
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- **Race conditions**: Cancel outgoing refetches before optimistic update (`cancelQueries`)
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- **Partial failures**: Batch operations may partially succeed
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### Pattern D: Server Action (Form Handling)
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**Layers**: Form -> Server Action -> oRPC Client / DB -> Revalidate
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**Data Flow**:
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```
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1. User: Submits form
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2. Server Action: Receives FormData, validates
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3. Action: Calls oRPC client or DB directly
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4. Action: Calls revalidatePath/revalidateTag
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5. Page: Re-renders with updated data
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```
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**Common Issues**:
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- **Progressive enhancement**: Forms work without JS when using Server Actions
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- **Validation**: Validate on both client (UX) and server (security)
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- **Redirect vs revalidate**: Choose the right post-action behavior
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- **Error handling**: Server Action errors need proper error boundaries
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### Pattern E: Middleware + API Route Auth
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**Layers**: Request -> Middleware -> API Route / oRPC -> Handler
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**Data Flow**:
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```
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1. Request: Arrives at Next.js server
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2. Middleware: Checks auth, may redirect to login
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3. API Route: Handles oRPC request
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4. oRPC Middleware: Validates session (protectedProcedure)
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5. Handler: Executes business logic
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```
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**Common Issues**:
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- **Double auth check**: Middleware protects pages, oRPC protects API; both are needed
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- **Header forwarding**: SSR requests must forward cookies/headers to oRPC client
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- **Middleware scope**: Don't run auth middleware on public assets or API routes that handle their own auth
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---
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## Lessons from Common Bugs
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| Bug | Root Cause | Prevention |
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| ------------------------------- | --------------------------------------------------------- | --------------------------------------------------- |
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| `Date` props break hydration | Date objects passed from Server to Client Component | Convert to ISO string before passing as props |
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| Stale data after mutation | Forgot to invalidate React Query cache | Always invalidate with `orpc.xxx.key()` in onSuccess |
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| Auth bypass on API | Auth only in middleware, not in oRPC procedure | Always use `protectedProcedure` for protected data |
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| `BigInt` serialization error | Database returns BigInt, JSON.stringify fails | Cast to number or string before response |
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| Query fires with null ID | `enabled` flag not set on conditional queries | Always guard with `enabled: !!requiredParam` |
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| Cache key mismatch | Manual query key doesn't match oRPC generated key | Always use `orpc.xxx.key()` or `orpc.xxx.queryKey()` |
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| N+1 queries in handler | Fetching related data in a loop | Use `inArray()` for batch queries |
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| Hydration mismatch | Server and client render different output (e.g., locale) | Ensure consistent data between server and client |
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| Headers not forwarded in SSR | oRPC client doesn't forward cookies in server context | Configure client to forward headers in SSR mode |
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---
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## Checklist Template
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Copy this for your feature:
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```markdown
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## Feature: [Name]
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### Layers Involved
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- [ ] Server Component
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- [ ] Client Component
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- [ ] oRPC Procedure
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- [ ] Middleware
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- [ ] Database
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- [ ] Server Action
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- [ ] External Service
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### Data Flow
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[Describe the flow]
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### Format at Each Layer
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| Layer | Format |
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| ----- | ------ |
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| ... | ... |
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### Transformation Points
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| From | To | Who |
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| ---- | --- | --- |
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| ... | ... | ... |
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### Auth Strategy
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- Middleware: [yes/no, what it checks]
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- oRPC: [publicProcedure/protectedProcedure/adminProcedure]
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### Edge Cases Considered
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- [ ] Empty/null data
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- [ ] Invalid format / serialization
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- [ ] Operation failure / timeout
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- [ ] User cancellation / navigation
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- [ ] Session expiry mid-operation
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- [ ] Double submission
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```
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---
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## Cross-Layer Review Mindset
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### The Comparison Trap
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**Wrong thinking**: "This line wasn't changed, so it must be correct."
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```
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Comparison thinking (surface level):
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Before: new Date() -> After: new Date() -> "No change, must be fine"
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Global thinking (design level):
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Design intent: ISO strings across RSC boundary -> Current: Date object -> "This is a bug"
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```
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**Key insight**: Review validates "system state is correct", not just "change is correct".
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### Data Outlet Checklist
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Every review must cover ALL data outlets:
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```
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Data Outlets:
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|-- oRPC Response (handler -> client)
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|-- Server Component Props (RSC -> Client Component)
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|-- React Query Cache (shared across components)
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|-- URL State (nuqs, searchParams)
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|-- Server Action Return (action -> form)
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|-- Any external interface
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```
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Ask: **"Is the format correct at EACH outlet?"**
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### Review Three Questions
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Before finishing any cross-layer review:
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1. **Outlet Question**: Have I checked ALL data outlets, not just the "core" one?
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2. **Design Question**: Does existing code match design principles? (Not "is the change correct?")
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3. **Checklist Question**: Could my checklist itself be wrong?
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### Validation vs Verification
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| Approach | Focus | Risk |
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| --------------- | ---------------------------- | ------------------------------------ |
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| **Incremental** | "Is this change correct?" | Misses pre-existing bugs |
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| **Global** | "Is the system correct now?" | More thorough, catches legacy issues |
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Always prefer global verification for cross-layer features.
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---
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## When Things Go Wrong
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If you encounter a cross-layer bug:
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1. **Identify the boundary** - Where exactly does it fail?
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2. **Log at boundaries** - Add logging before and after each transformation
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3. **Check assumptions** - What format did you expect vs what you got?
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4. **Test in isolation** - Can you reproduce with a simple test case?
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5. **Document the fix** - Add to "Lessons from Common Bugs" table
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---
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**Language**: All documentation should be written in **English**.
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Reference in New Issue
Block a user