docs: idiomatic Phoenix patterns with verified source citations

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Aaron Weiker
2026-04-29 23:10:15 -07:00
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# Phoenix Patterns
Idiomatic Phoenix patterns extracted from the [Phoenix source code](https://github.com/phoenixframework/phoenix) with verified file:line citations.
## Structure
- `patterns/` — Phoenix-specific patterns (Endpoint, Router, Controller, Channel, Plug pipeline, Telemetry)
- `patterns/deviations.md` — Where Phoenix deliberately differs from Elixir core conventions and why
- `patterns/comparison.md` — Side-by-side Elixir core vs Phoenix patterns
- `changelog/` — Daily digest of merged Phoenix PRs with discussion summaries
## Philosophy
These rules are derived from what the Phoenix source code *actually does*, not opinions or blog posts. Every pattern cites specific files and line numbers.
When unsure how to do something in Phoenix, look at how Phoenix itself does it.
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# Elixir Core vs Phoenix: Side-by-Side Comparison
How the same concepts are approached differently (or similarly) between Elixir core and Phoenix.
## Process Lifecycle
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Default restart** | `:permanent` (GenServer, Supervisor) | `:temporary` (Channel) |
| **Hibernation** | Not set by default | 15s idle → hibernate (Channel) |
| **Process identity** | Registry `:via` tuples | Topic-based (channels identified by topic) |
| **Supervision** | Direct supervisor reference | Endpoint supervisor manages all |
**Source (Elixir):** `lib/elixir/lib/gen_server.ex:911-919` (child_spec defaults to :permanent via Supervisor.child_spec)
**Source (Phoenix):** `lib/phoenix/channel.ex:464-472` (explicit restart: :temporary)
---
## Error Handling
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Exception design** | Minimal struct fields | HTTP-aware (`plug_status`) |
| **Bang functions** | `File.read!` raises | `broadcast!` raises |
| **Failure response** | `{:error, reason}` tuple | `{:error, reason}` + HTTP status |
| **Recovery** | Supervisor restart | Client reconnection |
**Source (Elixir):** `lib/elixir/lib/agent.ex:187` (standard on_start type: `{:ok, pid} | {:error, ...}`)
**Source (Phoenix):** `lib/phoenix/router.ex:2-6` (NoRouteError with plug_status: 404)
---
## Behaviour Design
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Required callbacks** | Most are optional | Only `join/3` required (Channel) |
| **`__using__` generates** | `child_spec/1` + `@behaviour` | child_spec + behaviour + config + imports |
| **Configuration** | Via `use Module, opts` | Via `use Module, opts` + module attributes |
| **Before-compile** | Rarely used | Heavily used (routes, intercepts) |
**Source (Elixir):** `lib/elixir/lib/gen_server.ex:899-919` (__using__ generates child_spec + @behaviour)
**Source (Phoenix):** `lib/phoenix/channel.ex:450-485` (__using__ generates child_spec + behaviour + DSL setup)
---
## Macro Usage
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Philosophy** | Minimal, prefer functions | Justified by performance |
| **`__using__`** | Generates 1-2 functions | Generates functions + sets up DSL |
| **DSL creation** | Avoided (except Kernel/SpecialForms) | Embraced (Router DSL) |
| **Attribute accumulation** | Rare | Central pattern (routes, sockets) |
**Source (Elixir):** `lib/elixir/lib/gen_server.ex:899` — simple `__using__` (behaviour + child_spec + defaults)
**Source (Phoenix):** `lib/phoenix/router.ex:288-312` — complex DSL setup with attribute accumulation, imports, and @before_compile
---
## Module Organization
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **File naming** | `gen_server.ex` (snake_case) | `controller.ex` (snake_case) |
| **Nesting** | 2 levels max (`Task.Supervised`) | 2-3 levels (`Phoenix.Channel.Server`) |
| **Internal modules** | `@moduledoc false` | `@moduledoc false` |
| **Public API** | Functions on the main module | Functions + macros on the main module |
Both follow the same convention: public API on the parent module, implementation details in nested submodules with `@moduledoc false`.
---
## State Management
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Agent** | Simple state, function-based access | Socket assigns (`assign/2`) |
| **GenServer** | Full control, handle_call/cast/info | Channel handles (same callbacks) |
| **State shape** | Any term (developer's choice) | `%Socket{}` struct (framework-defined) |
| **State access** | Direct in callbacks | Via `socket.assigns` |
**Source (Elixir):** `lib/elixir/lib/agent.ex:62-82` (compute in server vs client pattern)
**Source (Phoenix):** `lib/phoenix/channel.ex:463` (`import Phoenix.Socket, only: [assign: 3, assign: 2]`)
---
## Documentation
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Moduledoc size** | Very large (GenServer: 530 lines) | Large (Router: ~260 lines) |
| **Examples** | Doctests (verified by tests) | Examples in docs (not always doctests) |
| **Admonitions** | Info blocks for `use` | Info blocks for `use` |
| **Guides** | Linked from moduledoc | Linked from moduledoc |
| **Deprecation** | `@doc deprecated: "Use X instead"` | Inline comments (TODO markers) |
Both use the same documentation infrastructure (ExDoc), but Elixir core tends toward more exhaustive docs (GenServer's moduledoc is essentially a tutorial).
---
## Configuration
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Compile-time** | Module attributes | `Application.compile_env` |
| **Runtime** | Application env / init args | `config/2` callback + Application env |
| **Per-instance** | Options to `start_link` | Endpoint config per environment |
**Source (Phoenix):** `lib/phoenix/endpoint.ex:422-430` (compile-time config checking)
```elixir
var!(code_reloading?) =
Application.compile_env(@otp_app, [__MODULE__, :code_reloader], false)
```
This pattern — reading config at compile time and validating it against runtime — is Phoenix-specific. Elixir core reads config only at runtime.
---
## Telemetry
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Built-in events** | None (telemetry is a separate library) | Extensive event catalog |
| **Instrumentation** | Manual by library authors | Baked into router, endpoint, socket |
| **Event naming** | Varies by library | `[:phoenix, :component, :phase]` convention |
| **Logging** | `Logger` calls | Telemetry → Logger adapter (`Phoenix.Logger`) |
**Source (Phoenix):** `lib/phoenix/logger.ex:7-50` (telemetry event catalog)
**Source (Phoenix):** `lib/phoenix/router.ex:400-438` (telemetry in router dispatch)
Phoenix wraps every request dispatch in telemetry start/stop/exception events. This provides distributed tracing, monitoring, and logging without any application code changes.
---
## Testing
| Aspect | Elixir Core | Phoenix |
|--------|-------------|---------|
| **Test helper** | `ExUnit.Case` | `Phoenix.ConnTest`, `Phoenix.ChannelTest` |
| **Test subject** | Module functions | Endpoint (full plug pipeline) |
| **Communication** | Direct function calls | HTTP verbs (ConnTest), messages (ChannelTest) |
| **Isolation** | Process per test | Process per test + sandbox (Ecto) |
**Source (Phoenix):** `lib/phoenix/test/conn_test.ex:1-30` (endpoint-based integration testing)
**Source (Phoenix):** `lib/phoenix/test/channel_test.ex:1-30` (process-based channel testing)
Phoenix test helpers test at the integration level by default — `ConnTest` dispatches through the full plug pipeline, `ChannelTest` exercises the full channel lifecycle via message passing. This catches middleware bugs that unit tests miss.
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# Phoenix Deviations from Elixir Core
Where Phoenix deliberately differs from Elixir core patterns and why.
## 1. Heavy Macro Usage for Performance
**Elixir core philosophy:** Keep macro usage minimal. From the Router source:
> Phoenix does its best to keep the usage of macros low.
**Phoenix deviation:** The Router uses macros extensively.
**Source:** `lib/phoenix/router.ex:106-128`
> We use `get`, `post`, `put`, and `delete` to define your routes. We use macros
> for two purposes:
>
> * They define the routing engine... Phoenix compiles all of your routes to a
> single case-statement with pattern matching rules
>
> * For each route you define, we also define metadata to implement
> `Phoenix.VerifiedRoutes`
**Why the deviation:** Performance. Elixir core uses macros sparingly because they add cognitive complexity. Phoenix justifies them because routing is the hottest path in a web app — compile-time optimization yields measurable request/second gains.
---
## 2. `import` without Restriction in Router
**Elixir core pattern:** Always use `import Module, only: [...]` to be explicit.
**Phoenix deviation:** The Router imports entire modules:
**Source:** `lib/phoenix/router.ex:303-306`
```elixir
import Phoenix.Router
# TODO v2: No longer automatically import dependencies
import Plug.Conn
import Phoenix.Controller
```
**Why the deviation:** The Router is a DSL. Users need `get`, `post`, `pipe_through`, `scope`, `resources`, `plug`, `fetch_session`, etc. — all available without qualification. Restricting imports would make the DSL unusable.
---
## 3. Compile-Time State Accumulation
**Elixir core pattern:** Modules are generally stateless during compilation. Functions are defined and that's it.
**Phoenix deviation:** Aggressive use of module attribute accumulation.
**Source:** `lib/phoenix/router.ex:297-312`
```elixir
defp prelude(opts) do
quote do
Module.register_attribute(__MODULE__, :phoenix_routes, accumulate: true)
@phoenix_helpers Keyword.get(unquote(opts), :helpers, true)
import Phoenix.Router
import Plug.Conn
import Phoenix.Controller
# Set up initial scope
@phoenix_pipeline nil
Phoenix.Router.Scope.init(__MODULE__)
@before_compile unquote(__MODULE__)
end
end
```
**Why the deviation:** The Router needs to collect ALL routes, then compile them into a single dispatch function. This requires building up state during module compilation, then consuming it all at `@before_compile`.
---
## 4. Channel Restart Strategy: `:temporary`
**Elixir core GenServer default:** `:permanent` (always restart).
**Phoenix Channel default:** `:temporary` (never restart).
**Source:** `lib/phoenix/channel.ex:464-472`
```elixir
def child_spec(init_arg) do
%{
id: __MODULE__,
start: {__MODULE__, :start_link, [init_arg]},
shutdown: @phoenix_shutdown,
restart: :temporary
}
end
```
**Why the deviation:** A crashed channel should NOT auto-restart — the client needs to explicitly reconnect and rejoin. Auto-restarting would create a channel without a connected client, which is meaningless.
---
## 5. Auto-Hibernation
**Elixir core GenServer:** No default hibernation — processes stay in memory.
**Phoenix Channel:** Defaults to hibernate after 15 seconds of inactivity.
**Source:** `lib/phoenix/channel.ex:459`
```elixir
@phoenix_hibernate_after Keyword.get(opts, :hibernate_after, 15_000)
```
```elixir
def start_link(triplet) do
GenServer.start_link(Phoenix.Channel.Server, triplet,
hibernate_after: @phoenix_hibernate_after
)
end
```
**Why the deviation:** Web apps have many idle connections. Channels for users who are "connected but not active" are common. Hibernation reclaims memory for the heap without killing the process. A chat app with 10,000 connected users benefits enormously.
---
## 6. `Plug.Builder` vs Raw Behaviour
**Elixir core:** Behaviours define contracts. Implementations are manual.
**Phoenix Endpoint:** Uses `Plug.Builder` — a macro that generates the `call/2` pipeline by chaining plugs at compile time.
**Source:** `lib/phoenix/endpoint.ex:478-480`
```elixir
defp plug() do
quote location: :keep do
use Plug.Builder, init_mode: Phoenix.plug_init_mode()
...
end
end
```
**Why the deviation:** The Plug specification (`init/1` + `call/2`) is too low-level for composing dozens of middleware. `Plug.Builder` provides the `plug` macro that chains them automatically. It's a higher-level abstraction over the raw behaviour pattern.
---
## 7. Exception Structs with HTTP Status Codes
**Elixir core exceptions:** Pure data — message, maybe some context fields.
**Phoenix exceptions:** Include `plug_status` for HTTP response mapping.
**Source:** `lib/phoenix/router.ex:2-26`
```elixir
defmodule NoRouteError do
@moduledoc """
Exception raised when no route is found.
"""
defexception plug_status: 404, message: "no route found", conn: nil, router: nil
end
defmodule MalformedURIError do
@moduledoc """
Exception raised when the URI is malformed on matching.
"""
defexception [:message, plug_status: 400]
end
```
**Why the deviation:** In a web context, exceptions need to map to HTTP status codes. Plug's error handling middleware reads `plug_status` to determine the response code. This bridges the gap between Elixir's exception system and HTTP semantics.
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# Phoenix Patterns
Patterns specific to Phoenix extracted from the framework source code.
## 1. Endpoint as Supervision Tree Root + Plug Pipeline
**Source:** `lib/phoenix/endpoint.ex:1-40` (moduledoc)
> The endpoint is the boundary where all requests to your web application start.
> It is also the interface your application provides to the underlying web servers.
>
> Overall, an endpoint has three responsibilities:
> - to provide a wrapper for starting and stopping the endpoint as part of a supervision tree
> - to define an initial plug pipeline for requests to pass through
> - to host web specific configuration for your application
**Source:** `lib/phoenix/endpoint.ex:408-418` (`__using__` macro)
```elixir
defmacro __using__(opts) do
quote do
@behaviour Phoenix.Endpoint
unquote(config(opts))
unquote(pubsub())
unquote(plug())
unquote(server())
end
end
```
The endpoint is four things composed together:
1. **Config** — compile-time and runtime configuration
2. **PubSub** — subscribe/broadcast interface
3. **Plug** — request pipeline (via `Plug.Builder`)
4. **Server** — supervision and HTTP server management
**Why:** The Endpoint is a supervisor, a plug pipeline, AND a configuration host — all in one module. This unification means one place to configure and start the entire web layer.
**Anti-pattern:** Splitting endpoint responsibilities across multiple unrelated modules — Phoenix deliberately consolidates the "boundary" concept.
---
## 2. Router: Compile-Time Route Optimization
**Source:** `lib/phoenix/router.ex:106-128` (Why the macros? info block)
> We use macros for two purposes:
>
> * They define the routing engine, used on every request, to choose which
> controller to dispatch the request to. Thanks to macros, Phoenix compiles
> all of your routes to a single case-statement with pattern matching rules,
> which is heavily optimized by the Erlang VM
>
> * For each route you define, we also define metadata to implement `Phoenix.VerifiedRoutes`.
**Source:** `lib/phoenix/router.ex:299` (route accumulation)
```elixir
Module.register_attribute(__MODULE__, :phoenix_routes, accumulate: true)
```
**Why:** Routes are defined with macros that accumulate route data at compile time. At `@before_compile`, all routes are compiled into a single pattern-match dispatch function. This is O(1) routing, not O(n) list scanning.
**Anti-pattern:** Runtime route tables (like maps or lists that are scanned per-request) — compile-time pattern matching is orders of magnitude faster.
---
## 3. Pipeline and `pipe_through` for Request Processing
**Source:** `lib/phoenix/router.ex:243-270` (Pipelines and plugs section)
```elixir
pipeline :browser do
plug :fetch_session
plug :accepts, ["html"]
end
scope "/" do
pipe_through :browser
# routes
end
```
**Why:** Pipelines are named, composable groups of plugs. Routes declare which pipelines they pass through. This separates concerns:
- Pipeline definition (what transformations exist)
- Route definition (which routes use which pipelines)
**Anti-pattern:** Putting plug logic directly in controllers or duplicating plug chains across routes.
---
## 4. Controller as Thin Dispatch Layer
**Source:** `lib/phoenix/controller.ex:28-45` (moduledoc examples)
```elixir
defmodule MyAppWeb.UserController do
use MyAppWeb, :controller
def show(conn, %{"id" => id}) do
user = Repo.get(User, id)
render(conn, :show, user: user)
end
end
```
Controllers:
- Pattern match on params (destructure what you need)
- Call domain logic (the Repo/context layer)
- Render the result
**Source:** `lib/phoenix/controller.ex:1-5` (imports)
```elixir
defmodule Phoenix.Controller do
import Plug.Conn
alias Plug.Conn.AlreadySentError
require Logger
```
**Why:** Controllers import `Plug.Conn` for connection manipulation. They're pluggable themselves — a controller IS a plug. The action is just the last step in the plug pipeline.
**Anti-pattern:** Fat controllers with business logic — controllers should delegate to context modules.
---
## 5. Channel as GenServer with Topic-Based Routing
**Source:** `lib/phoenix/channel.ex:1-25` (topic pattern)
```elixir
channel "room:*", MyAppWeb.RoomChannel
```
Then in the channel:
```elixir
def join("room:lobby", _payload, socket) do
{:ok, socket}
end
def join("room:" <> room_id, _payload, socket) do
{:ok, socket}
end
```
**Source:** `lib/phoenix/channel.ex:474-478` (channels are GenServers)
```elixir
def start_link(triplet) do
GenServer.start_link(Phoenix.Channel.Server, triplet,
hibernate_after: @phoenix_hibernate_after
)
end
```
**Why:** Each channel join creates a process. Pattern matching on the topic string provides natural routing. The GenServer backing means channels get supervision, hibernation, and all OTP semantics.
**Anti-pattern:** Managing channel state in shared ETS or external state — each channel IS its own process with its own state.
---
## 6. PubSub Integration via Endpoint
**Source:** `lib/phoenix/endpoint.ex:437-475` (pubsub macro)
```elixir
def subscribe(topic, opts \\ []) when is_binary(topic) do
Phoenix.PubSub.subscribe(pubsub_server!(), topic, opts)
end
def broadcast(topic, event, msg) do
Phoenix.Channel.Server.broadcast(pubsub_server!(), topic, event, msg)
end
defp pubsub_server! do
config(:pubsub_server) ||
raise ArgumentError, "no :pubsub_server configured for #{inspect(__MODULE__)}"
end
```
**Why:** PubSub is wired through the endpoint — `MyAppWeb.Endpoint.broadcast!("topic", "event", payload)`. The endpoint knows its pubsub server from config; channels broadcast through it transparently.
**Anti-pattern:** Passing PubSub server names around manually — the endpoint already knows and exposes the interface.
---
## 7. Socket as Authentication Boundary
**Source:** `lib/phoenix/socket.ex:1-30` (moduledoc: connect callback pattern)
```elixir
defmodule MyAppWeb.UserSocket do
use Phoenix.Socket
channel "room:*", MyAppWeb.RoomChannel
def connect(params, socket, _connect_info) do
{:ok, assign(socket, :user_id, params["user_id"])}
end
def id(socket), do: "users_socket:#{socket.assigns.user_id}"
end
```
**Why:** Authentication happens ONCE at socket connection. All channels on that socket inherit the authenticated identity. `id/1` enables targeted disconnection — `Endpoint.broadcast("users_socket:123", "disconnect", %{})`.
**Anti-pattern:** Authenticating in every `join/3` callback instead of at the socket level.
---
## 8. Plug Pattern: `init/1` + `call/2`
**Source:** `lib/phoenix/router/route.ex:47-57`
```elixir
@doc "Used as a plug on forwarding"
def init(opts), do: opts
@doc "Used as a plug on forwarding"
def call(%{path_info: path, script_name: script} = conn, {fwd_segments, plug, opts}) do
new_path = path -- fwd_segments
{base, ^new_path} = Enum.split(path, length(path) - length(new_path))
conn = %{conn | path_info: new_path, script_name: script ++ base}
conn = plug.call(conn, plug.init(opts))
%{conn | path_info: path, script_name: script}
end
```
**Why:** The Plug specification splits work into:
- `init/1` — compile-time setup (called once, result cached)
- `call/2` — runtime execution (called per-request, must be fast)
This is Phoenix's fundamental composition pattern. Everything is a plug.
**Anti-pattern:** Doing expensive setup work in `call/2` instead of `init/1` — it runs on every request.
---
## 9. Telemetry Integration in Router Dispatch
**Source:** `lib/phoenix/router.ex:400-438` (telemetry instrumentation)
```elixir
def __call__(conn, metadata, prepare, pipeline, {plug, opts}) do
conn = prepare.(conn, metadata)
start = System.monotonic_time()
measurements = %{system_time: System.system_time()}
metadata = %{metadata | conn: conn}
:telemetry.execute([:phoenix, :router_dispatch, :start], measurements, metadata)
case pipeline.(conn) do
%Plug.Conn{halted: true} = halted_conn ->
measurements = %{duration: System.monotonic_time() - start}
metadata = %{metadata | conn: halted_conn}
:telemetry.execute([:phoenix, :router_dispatch, :stop], measurements, metadata)
halted_conn
%Plug.Conn{} = piped_conn ->
try do
plug.call(piped_conn, plug.init(opts))
else
conn ->
measurements = %{duration: System.monotonic_time() - start}
metadata = %{metadata | conn: conn}
:telemetry.execute([:phoenix, :router_dispatch, :stop], measurements, metadata)
conn
rescue
e in Plug.Conn.WrapperError ->
measurements = %{duration: System.monotonic_time() - start}
:telemetry.execute([:phoenix, :router_dispatch, :exception], measurements, metadata)
Plug.Conn.WrapperError.reraise(e)
end
end
end
```
**Source:** `lib/phoenix/logger.ex:7-50` (telemetry event catalog)
Phoenix emits these telemetry events:
- `[:phoenix, :endpoint, :init]` — endpoint supervision tree started
- `[:phoenix, :endpoint, :start]` — request begins (via `Plug.Telemetry`)
- `[:phoenix, :endpoint, :stop]` — response sent
- `[:phoenix, :router_dispatch, :start]` — route dispatch begins
- `[:phoenix, :router_dispatch, :stop]` — route dispatch succeeds
- `[:phoenix, :router_dispatch, :exception]` — route dispatch raises
- `[:phoenix, :socket_connected]` — socket connection established
**Why:** Telemetry is baked into every request path. The router wraps ALL dispatches in start/stop/exception telemetry, enabling monitoring, tracing (OpenTelemetry), and logging without modifying application code.
**Anti-pattern:** Manual timing/logging in controllers — telemetry provides this automatically at the infrastructure level.
---
## 10. ConnTest Pattern: Endpoint-Based Integration Testing
**Source:** `lib/phoenix/test/conn_test.ex:1-30` (moduledoc)
```elixir
@endpoint MyAppWeb.Endpoint
test "says welcome on the home page" do
conn = get(build_conn(), "/")
assert conn.resp_body =~ "Welcome!"
end
test "logs in" do
conn = post(build_conn(), "/login", [username: "john", password: "doe"])
assert conn.resp_body =~ "Logged in!"
end
```
**Why:** `Phoenix.ConnTest` tests against the full endpoint stack (plugs, router, controller) without starting an HTTP server. `build_conn()` creates a test connection, HTTP verb functions dispatch through the endpoint. This gives integration-level confidence with unit-test speed.
**Anti-pattern:** Testing controllers in isolation without the plug pipeline — you miss middleware bugs (auth, CSRF, sessions).
---
## 11. ChannelTest Pattern: Process-Based Channel Testing
**Source:** `lib/phoenix/test/channel_test.ex:1-30` (moduledoc)
```elixir
{:ok, _, socket} =
socket(UserSocket, "user:id", %{some_assigns: 1})
|> subscribe_and_join(RoomChannel, "room:lobby", %{"id" => 3})
# Or using connect/3 to call your UserSocket.connect callback:
{:ok, socket} = connect(UserSocket, %{"some" => "params"}, %{})
{:ok, _, socket} = subscribe_and_join(socket, "room:lobby", %{"id" => 3})
```
**Why:** Channel tests communicate via messages (not HTTP). `subscribe_and_join/4` connects a test process to the channel, and you can assert on broadcasts (`assert_broadcast`), pushes (`assert_push`), and replies (`assert_reply`). The test process subscribes to the same PubSub topic, so it sees everything the channel broadcasts.
**Anti-pattern:** Testing channels by connecting real WebSocket clients — too slow, too brittle, tests the transport layer unnecessarily.