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Describe criteria for link and form morphing #178

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Expand upon the Page Refresh sections explaining how to morph and preserve scrolling.

Page Refreshes

A "page refresh" is a application visit with a "replace" action to a URL with a whose pathname matches the current URL path. Page refreshes can be initiated by driving the page with a link, or by redirecting after a form submission. In either case, the elements must have a [data-turbo-action="replace"] attribute:

<a href="/" data-turbo-action="replace">Page refresh link</a>

<form action="/redirect_back" method="post" data-turbo-action="replace">
  <button>Page refresh form</button>
</form>

Expand upon the Page Refresh sections explaining how to morph and
preserve scrolling.

Page Refreshes
---

A "page refresh" is a [application visit](/handbook/drive#application-visits) with a `"replace"` action to a URL with a whose [pathname](https://developer.mozilla.org/en-US/docs/Web/API/URL/pathname) matches the current URL [path](https://developer.mozilla.org/en-US/docs/Learn/Common_questions/Web_mechanics/What_is_a_URL#path_to_resource). Page refreshes can be initiated by driving the page with a link, or by [redirecting after a form submission](/handbook/drive#redirecting-after-a-form-submission). In either case, the elements must have a `[data-turbo-action="replace"]` attribute:

```html
<a href="/" data-turbo-action="replace">Page refresh link</a>

<form action="/redirect_back" method="post" data-turbo-action="replace">
  <button>Page refresh form</button>
</form>
```
@seanpdoyle
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This level of detail feels necessary, since there has been some surprise around links and forms not morphing.

Below is a self-contained Turbo Rails application that morphs with form submissions and link clicks. The system test covering scroll preservation passes. If the data: {turbo_action: "replace"} options are omitted, it fails:

require "bundler/inline"

gemfile(true) do
  source "https://rubygems.org"

  git_source(:github) { |repo| "https://github.com/#{repo}.git" }

  gem "rails"
  gem "propshaft"
  gem "sqlite3"
  gem "turbo-rails"

  gem "capybara"
  gem "cuprite", "~> 0.9", require: "capybara/cuprite"
end

require "active_record/railtie"
# require "active_storage/engine"
require "action_controller/railtie"
require "action_view/railtie"
# require "action_mailer/railtie"
# require "active_job/railtie"
# require "action_cable/engine"
# require "action_mailbox/engine"
# require "action_text/engine"
require "rails/test_unit/railtie"

class App < Rails::Application
  config.load_defaults Rails::VERSION::STRING.to_f

  config.root = __dir__
  config.hosts << "example.org"
  config.eager_load = false
  config.session_store :cookie_store, key: "cookie_store_key"
  config.secret_key_base = "secret_key_base"
  config.consider_all_requests_local = true
  config.turbo.draw_routes = false

  Rails.logger = config.logger = Logger.new($stdout)

  routes.append do
    post "/" => "application#create"
    root to: "application#index"
  end
end

$template = DATA.read

class ApplicationController < ActionController::Base
  include Rails.application.routes.url_helpers

  def index
    render inline: $template, formats: :html
  end

  def create
    redirect_to root_url(count: params[:count].to_i + 1)
  end
end

class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
  driven_by :cuprite, using: :chrome, screen_size: [1400, 1400], options: { js_errors: true }
end

Capybara.configure do |config|
  config.server = :webrick
  config.default_normalize_ws = true
end

ENV["DATABASE_URL"] = "sqlite3::memory:"
ENV["RAILS_ENV"] ||= "test"

Rails.application.initialize!

require "rails/test_help"

class TurboSystemTest < ApplicationSystemTestCase
  test "reproduces bug" do
    visit root_path

    scroll_to find_button("Morph")

    assert_scroll_preserved do
      click_button "Morph"

      assert_text "Count 1"
    end

    assert_scroll_preserved do
      click_button "Morph"

      assert_text "Count 2"
    end

    assert_scroll_preserved do
      click_button "Morph"

      assert_text "Count 3"
    end

    assert_scroll_preserved do
      click_link "Morph"

      assert_text "Count 4"
    end

    assert_scroll_preserved do
      click_link "Morph"

      assert_text "Count 5"
    end
  end

  def assert_scroll_preserved(&block)
    assert_no_changes -> { evaluate_script("window.scrollY") }, &block
  end
end

__END__
<html>
  <head>
    <script type="importmap">
      {
        "imports": {
          "@hotwired/turbo-rails": "<%= asset_path("turbo.js") %>"
        }
      }
    </script>

    <script type="module">
      import "@hotwired/turbo-rails"
    </script>

    <%= turbo_refreshes_with method: :morph, scroll: :preserve %>
    <%= yield :head %>
  </head>

  <body>
    <p style="margin-bottom: 100vh;">Count <%= params.fetch(:count, 0) %><p>

    <%= button_to "Morph", root_path, method: "post",
          data: {turbo_action: "replace"},
          params: {count: params[:count].to_i} %>

    <%= link_to "Morph", root_path(count: params[:count].to_i + 1),
          data: {turbo_action: "replace"} %>
  </body>
</html>

Comment on lines +19 to +23
<a href="/" data-turbo-action="replace">Page refresh link</a>

<form action="/redirect_back" method="post" data-turbo-action="replace">
<button>Page refresh form</button>
</form>
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@jorgemanrubia is this guidance correct? Are the [data-turbo-action] attributes necessary, or should the resulting Visit get classified as a "page refresh" through a different mechanism? This guidance is based on boolean criteria in PageView.isPageRefresh.

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@seanpdoyle same-location redirects are already replace by default as per this:

https://github.com/hotwired/turbo/blob/c471974dfaf546c071924935ec74c6c419dbd6ec/src/core/drive/navigator.js#L161-L164

So the attribute is not necessary.

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@jorgemanrubia this documentation was mostly in response to confusion stemming from <a>- and <form>-driven Page Refreshes.

I've verified that redirects in the way you've described *do* work as expected:
require "bundler/inline"

gemfile(true) do
  source "https://rubygems.org"

  git_source(:github) { |repo| "https://github.com/#{repo}.git" }

  gem "rails"
  gem "propshaft"
  gem "sqlite3"
  gem "turbo-rails"

  gem "capybara"
  gem "cuprite", "~> 0.9", require: "capybara/cuprite"
end

require "active_record/railtie"
# require "active_storage/engine"
require "action_controller/railtie"
require "action_view/railtie"
# require "action_mailer/railtie"
# require "active_job/railtie"
# require "action_cable/engine"
# require "action_mailbox/engine"
# require "action_text/engine"
require "rails/test_unit/railtie"

class App < Rails::Application
  config.load_defaults Rails::VERSION::STRING.to_f

  config.root = __dir__
  config.hosts << "example.org"
  config.eager_load = false
  config.session_store :cookie_store, key: "cookie_store_key"
  config.secret_key_base = "secret_key_base"
  config.consider_all_requests_local = true
  config.turbo.draw_routes = false

  Rails.logger = config.logger = Logger.new($stdout)

  routes.append do
    post "/" => "application#create"
    root to: "application#index"
  end
end

class ApplicationController < ActionController::Base
  include Rails.application.routes.url_helpers

  class_attribute :template, default: DATA.read

  def index
    render inline: template, formats: :html
  end

  def create
    redirect_to root_url
  end
end

class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
  driven_by :cuprite, using: :chrome, screen_size: [1400, 1400], options: { js_errors: true}
end

Capybara.configure do |config|
  config.server = :webrick
  config.default_normalize_ws = true
end

ENV["DATABASE_URL"] = "sqlite3::memory:"
ENV["RAILS_ENV"] ||= "test"

Rails.application.initialize!

require "rails/test_help"

class TurboSystemTest < ApplicationSystemTestCase
  test "reproduces bug" do
    visit root_path

    assert_css "h1", text: "Loaded without morphing"

    click_button "Morph"

    assert_css "h1", text: "Loaded with morph"
  end
end

__END__

<!DOCTYPE html>
<html>
  <head>
    <%= csrf_meta_tags %>

    <script type="importmap">
      {
        "imports": {
          "@hotwired/turbo-rails": "<%= asset_path("turbo.js") %>"
        }
      }
    </script>

    <script type="module">
      import "@hotwired/turbo-rails"

      addEventListener("turbo:morph", () => document.querySelector("h1").textContent = "Loaded with morph")
    </script>

    <meta name="turbo-refresh-method" content="morph">
  </head>

  <body>
    <h1>Loaded without morphing</h1>

    <%= button_to "Morph", root_path %>
  </body>
</html>

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On further inspection, I realized the difference between #178 (comment) and #178 (comment).

The Navigator.getDefaultAction you've shared:

  #getDefaultAction(fetchResponse) {
    const sameLocationRedirect = fetchResponse.redirected && fetchResponse.location.href === this.location?.href
    return sameLocationRedirect ? "replace" : "advance"
  }

differs from the Visit.isPageRefresh comparison:

  isPageRefresh(visit) {
    return !visit || (this.lastRenderedLocation.pathname === visit.location.pathname && visit.action === "replace")
  }

The Navigator.getDefaultAction compares URL.href values, whereas the Visit.isPageRefresh compares URL.pathname.

Put another way, redirects back require exact matches of the full URLs (including query parameters), while refreshing when the action is forced only compares the URL paths (excluding query parameters).

This script passes with the `data: {turbo_action: "replace"}` option, then fails without the option:
require "bundler/inline"

gemfile(true) do
  source "https://rubygems.org"

  git_source(:github) { |repo| "https://github.com/#{repo}.git" }

  gem "rails"
  gem "propshaft"
  gem "sqlite3"
  gem "turbo-rails"

  gem "capybara"
  gem "cuprite", "~> 0.9", require: "capybara/cuprite"
end

require "active_record/railtie"
# require "active_storage/engine"
require "action_controller/railtie"
require "action_view/railtie"
# require "action_mailer/railtie"
# require "active_job/railtie"
# require "action_cable/engine"
# require "action_mailbox/engine"
# require "action_text/engine"
require "rails/test_unit/railtie"

class App < Rails::Application
  config.load_defaults Rails::VERSION::STRING.to_f

  config.root = __dir__
  config.hosts << "example.org"
  config.eager_load = false
  config.session_store :cookie_store, key: "cookie_store_key"
  config.secret_key_base = "secret_key_base"
  config.consider_all_requests_local = true
  config.turbo.draw_routes = false

  Rails.logger = config.logger = Logger.new($stdout)

  routes.append do
    post "/" => "application#create"
    root to: "application#index"
  end
end

class ApplicationController < ActionController::Base
  include Rails.application.routes.url_helpers

  class_attribute :template, default: DATA.read

  def index
    render inline: template, formats: :html
  end

  def create
    redirect_to root_url(count: params[:count].to_i + 1)
  end
end

class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
  driven_by :cuprite, using: :chrome, screen_size: [1400, 1400], options: { js_errors: true }
end

Capybara.configure do |config|
  config.server = :webrick
  config.default_normalize_ws = true
end

ENV["DATABASE_URL"] = "sqlite3::memory:"
ENV["RAILS_ENV"] ||= "test"

Rails.application.initialize!

require "rails/test_help"

class TurboSystemTest < ApplicationSystemTestCase
  test "reproduces bug" do
    visit root_path
    scroll_to find_button("Morph")

    assert_scroll_preserved do
      click_button "Morph"

      assert_text "Count 1"
    end
  end

  def assert_scroll_preserved(&block)
    assert_no_changes -> { evaluate_script("window.scrollY") }, &block
  end
end

__END__
<html>
  <head>
    <script type="importmap">
      {
        "imports": {
          "@hotwired/turbo-rails": "<%= asset_path("turbo.js") %>"
        }
      }
    </script>

    <script type="module">
      import "@hotwired/turbo-rails"
    </script>

    <meta name="turbo-refresh-method" content="morph">
    <meta name="turbo-refresh-scroll" content="preserve">
  </head>

  <body>
    <p style="margin-bottom: 100vh;">Count <%= params.fetch(:count, 0) %><p>

    <%= button_to "Morph", root_path,
          data: {turbo_action: "replace"},
          params: {count: params[:count].to_i} %>
  </body>
</html>

Does that inconsistency need to be resolved? Should replace actions become more flexible by comparing URL.pathname instead of URL.href? Should page refreshes become more strict by comparing URL.href instead of URL.pathname?

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@seanpdoyle The motivation behind using pathname is here, although this also generates slight inconsistencies in mobile adapters that still only check href. What is your opinion on this?

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What is your opinion on this?

I think behavior should be consistent. I'm not sure I have enough practical experience to judge which side should change to match the other.

If it's determined that inconsistency is the best option, then I think a documentation change (like the one proposed in this PR) will be necessary to clarify what is and is not going to result in a Page Refresh.

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@jorgemanrubia should determining Visit Action based on the URL (as described in #178 (comment)) be consistent in both Navigator.getDefaultAction and Visit.isPageRefresh?

If it should, do you have an opinion on which implementation should change to be consistent with the other?

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