@aikaara/chat-sdk 1.3.2 → 1.3.4

package/dist/headless.cjs

@@ -1 +1 @@
-"use strict";Object.defineProperty(exports,Symbol.toStringTag,{value:"Module"});const e=require("./MountTenant-CP_CYdl8.cjs");class s extends e.EventEmitter{registration=null;pendingEdits=[];constructor(t){super(),this.setupListeners(t)}registerForm(t){this.registration=t;const i=this.pendingEdits.filter(r=>r.entity_type===t.entityType&&String(r.entity_id)===String(t.entityId));if(i.length>0){for(const r of i)t.onFieldUpdate(r.fields),this.emit("edit:applied",{entityType:r.entity_type,entityId:r.entity_id,fields:r.fields});this.pendingEdits=this.pendingEdits.filter(r=>!(r.entity_type===t.entityType&&String(r.entity_id)===String(t.entityId)))}}unregisterForm(t,i){this.registration?.entityType===t&&String(this.registration?.entityId)===String(i)&&(this.registration=null)}get currentForm(){return this.registration}pushFieldUpdates(t,i,r){this.registration&&this.registration.entityType===t&&String(this.registration.entityId)===String(i)?(this.registration.onFieldUpdate(r),this.emit("edit:applied",{entityType:t,entityId:i,fields:r})):(this.pendingEdits.push({action:"edit_entity",entity_type:t,entity_id:i,fields:r}),this.emit("edit:pending",{entityType:t,entityId:i,fields:r}))}async requestSave(){if(!this.registration)return{success:!1,error:"No form registered"};try{return await this.registration.onSave(),this.emit("save:success",{entityType:this.registration.entityType,entityId:this.registration.entityId}),{success:!0}}catch(t){const i=t instanceof Error?t.message:"Save failed";return this.emit("save:error",{entityType:this.registration.entityType,entityId:this.registration.entityId,error:i}),{success:!1,error:i}}}async requestTest(t){if(!this.registration?.onTest)return{success:!1,error:"Current form does not support testing"};try{return await this.registration.onTest(t),{success:!0}}catch(i){return{success:!1,error:i instanceof Error?i.message:"Test failed"}}}setupListeners(t){t.on("action:edit_entity",i=>{this.pushFieldUpdates(i.entity_type,i.entity_id,i.fields)}),t.on("action:save_entity",i=>{this.requestSave()}),t.on("action:test_tool",i=>{this.emit("test:triggered",{toolId:i.tool_id,parameters:i.parameters}),this.requestTest(i.parameters)})}}exports.ActionCableClient=e.ActionCableClient;exports.AikaaraChatClient=e.AikaaraChatClient;exports.ApiClient=e.ApiClient;exports.ChannelSubscription=e.ChannelSubscription;exports.ConnectionManager=e.ConnectionManager;exports.ConversationManager=e.ConversationManager;exports.EventEmitter=e.EventEmitter;exports.MessageStore=e.MessageStore;exports.SessionAuthAdapter=e.SessionAuthAdapter;exports.SsoExchangeAdapter=e.SsoExchangeAdapter;exports.TiledeskTransport=e.TiledeskTransport;exports.TokenDiscoveryError=e.TokenDiscoveryError;exports.TokenDiscoveryReader=e.TokenDiscoveryReader;exports.clearPersistedConversationId=e.clearPersistedConversationId;exports.collectSsoCredentials=e.collectSsoCredentials;exports.createFetchUploadAdapter=e.createFetchUploadAdapter;exports.createPresigned3StepUploadAdapter=e.createPresigned3StepUploadAdapter;exports.createTiledeskHistoryAdapter=e.createTiledeskHistoryAdapter;exports.discoverToken=e.discoverToken;exports.extractTiledeskFileEnvelope=e.extractTiledeskFileEnvelope;exports.inferTiledeskRole=e.inferTiledeskRole;exports.isTiledeskSelfEcho=e.isTiledeskSelfEcho;exports.mountFromSlug=e.mountFromSlug;exports.mountTenantWidget=e.mount;exports.parseTiledeskTemplate=e.parseTiledeskTemplate;exports.FormBridge=s;
+"use strict";Object.defineProperty(exports,Symbol.toStringTag,{value:"Module"});const e=require("./MountTenant-DYhDyux6.cjs");class s extends e.EventEmitter{registration=null;pendingEdits=[];constructor(t){super(),this.setupListeners(t)}registerForm(t){this.registration=t;const i=this.pendingEdits.filter(r=>r.entity_type===t.entityType&&String(r.entity_id)===String(t.entityId));if(i.length>0){for(const r of i)t.onFieldUpdate(r.fields),this.emit("edit:applied",{entityType:r.entity_type,entityId:r.entity_id,fields:r.fields});this.pendingEdits=this.pendingEdits.filter(r=>!(r.entity_type===t.entityType&&String(r.entity_id)===String(t.entityId)))}}unregisterForm(t,i){this.registration?.entityType===t&&String(this.registration?.entityId)===String(i)&&(this.registration=null)}get currentForm(){return this.registration}pushFieldUpdates(t,i,r){this.registration&&this.registration.entityType===t&&String(this.registration.entityId)===String(i)?(this.registration.onFieldUpdate(r),this.emit("edit:applied",{entityType:t,entityId:i,fields:r})):(this.pendingEdits.push({action:"edit_entity",entity_type:t,entity_id:i,fields:r}),this.emit("edit:pending",{entityType:t,entityId:i,fields:r}))}async requestSave(){if(!this.registration)return{success:!1,error:"No form registered"};try{return await this.registration.onSave(),this.emit("save:success",{entityType:this.registration.entityType,entityId:this.registration.entityId}),{success:!0}}catch(t){const i=t instanceof Error?t.message:"Save failed";return this.emit("save:error",{entityType:this.registration.entityType,entityId:this.registration.entityId,error:i}),{success:!1,error:i}}}async requestTest(t){if(!this.registration?.onTest)return{success:!1,error:"Current form does not support testing"};try{return await this.registration.onTest(t),{success:!0}}catch(i){return{success:!1,error:i instanceof Error?i.message:"Test failed"}}}setupListeners(t){t.on("action:edit_entity",i=>{this.pushFieldUpdates(i.entity_type,i.entity_id,i.fields)}),t.on("action:save_entity",i=>{this.requestSave()}),t.on("action:test_tool",i=>{this.emit("test:triggered",{toolId:i.tool_id,parameters:i.parameters}),this.requestTest(i.parameters)})}}exports.ActionCableClient=e.ActionCableClient;exports.AikaaraChatClient=e.AikaaraChatClient;exports.ApiClient=e.ApiClient;exports.ChannelSubscription=e.ChannelSubscription;exports.ConnectionManager=e.ConnectionManager;exports.ConversationManager=e.ConversationManager;exports.EventEmitter=e.EventEmitter;exports.MessageStore=e.MessageStore;exports.SessionAuthAdapter=e.SessionAuthAdapter;exports.SsoExchangeAdapter=e.SsoExchangeAdapter;exports.TiledeskTransport=e.TiledeskTransport;exports.TokenDiscoveryError=e.TokenDiscoveryError;exports.TokenDiscoveryReader=e.TokenDiscoveryReader;exports.clearPersistedConversationId=e.clearPersistedConversationId;exports.collectSsoCredentials=e.collectSsoCredentials;exports.createFetchUploadAdapter=e.createFetchUploadAdapter;exports.createPresigned3StepUploadAdapter=e.createPresigned3StepUploadAdapter;exports.createTiledeskHistoryAdapter=e.createTiledeskHistoryAdapter;exports.discoverToken=e.discoverToken;exports.extractTiledeskFileEnvelope=e.extractTiledeskFileEnvelope;exports.inferTiledeskRole=e.inferTiledeskRole;exports.isTiledeskSelfEcho=e.isTiledeskSelfEcho;exports.mountFromSlug=e.mountFromSlug;exports.mountTenantWidget=e.mount;exports.parseTiledeskTemplate=e.parseTiledeskTemplate;exports.runMethodSelectPreflight=e.runMethodSelectPreflight;exports.FormBridge=s;

package/dist/headless.d.ts

@@ -481,7 +481,7 @@ declare interface ChatEvents_2 {
     };
 }
 
-export declare function clearPersistedConversationId(userId: string, projectId: string): void;
+export declare function clearPersistedConversationId(userId: string, projectId: string, scope?: string): void;
 
 /** Read every credential listed in `spec`. Throws on missing required. */
 export declare function collectSsoCredentials(opts: SsoCollectorOptions): Promise<Record<string, string>>;
@@ -1061,10 +1061,6 @@ export declare interface PostMsgSourceConfig {
     timeoutMs?: number;
 }
 
-/**
- * One HTTP call run by the SDK before auth. Failure of `soft: true` steps
- * is logged and ignored; failure of strict steps aborts the mount.
- */
 export declare interface PreflightStep {
     url: string;
     method?: 'GET' | 'POST' | 'PUT';
@@ -1075,6 +1071,13 @@ export declare interface PreflightStep {
     authHeaderTemplate?: string;
     /** Continue on non-2xx. Default `false` (mount abort). */
     soft?: boolean;
+    /**
+     * When this step fires. Absent / `before-chat` runs in the pre-mount
+     * preflight chain as today; `on-method-select` defers it to the hosted
+     * shell's method screen (so `{serviceType}`/`{userType}` resolve from the
+     * user's pick). Fully backward compatible — no trigger means before-chat.
+     */
+    trigger?: PreflightTrigger;
     /**
      * When set, parse the response as JSON and capture the value at the
      * given dotted path (e.g. `data.token`). The captured value can be
@@ -1099,6 +1102,24 @@ export declare interface PreflightStep {
     };
 }
 
+/**
+ * One HTTP call run by the SDK before auth. Failure of `soft: true` steps
+ * is logged and ignored; failure of strict steps aborts the mount.
+ */
+/**
+ * When a preflight step fires. Shared vocabulary across the SDK, the hosted
+ * shell (screen:method handler), and the dashboard editors:
+ *   - `before-chat`  — pre-mount preflight chain, exactly as today. This is
+ *                      also the implicit default when `trigger` is absent, so
+ *                      every existing descriptor keeps byte-identical behaviour.
+ *   - `on-method-select` — deferred to the hosted shell's screen:method
+ *                      handler, fired *after* the user picks a method so the
+ *                      step's URL/body can interpolate `{serviceType}` and
+ *                      `{userType}` (e.g. a leader-assignment warmup).
+ *   - `during-login` — reserved for the native LoginScreen chain.
+ */
+export declare type PreflightTrigger = 'before-chat' | 'on-method-select' | 'during-login';
+
 /**
  * Three-step presigned-S3 upload (sign → PUT → register). Driven entirely
  * by descriptor — no tenant-specific code in host apps.
@@ -1314,6 +1335,28 @@ export declare interface RouteDef {
     layout?: string;
 }
 
+/**
+ * Standalone runner for the `on-method-select` slice of a descriptor's
+ * preflight chain. The hosted shell's method picker (screen:method) calls
+ * this *after* the user picks a method but *before* the chat mounts, so a
+ * leader-assignment (or any warmup) declared as an `on-method-select`
+ * preflight step interpolates `{serviceType}`/`{userType}` from the pick.
+ *
+ * No-op (resolves `{}`) when no step carries `trigger: 'on-method-select'`,
+ * so descriptors without method-select steps are unaffected. Returns the
+ * captured map (same shape as the pre-mount preflight pass).
+ */
+export declare function runMethodSelectPreflight(args: {
+    steps?: PreflightStep[];
+    sessionToken: SessionTokenProvider;
+    userId: string;
+    projectId?: string;
+    slug?: string;
+    serviceType?: string;
+    userType?: string;
+    identity?: Record<string, string | undefined>;
+}): Promise<Record<string, string>>;
+
 export declare interface SaveEntityAction {
     action: 'save_entity';
 }
@@ -1443,6 +1486,19 @@ export declare interface SlugMountedWidget extends MountedTenantWidget {
      * `true`; returns `null` immediately otherwise.
      */
     refreshPartnerAuth(): Promise<string | null>;
+    /**
+     * Run the descriptor's `on-method-select` preflight steps. The hosted
+     * shell calls this from its screen:method handler after the user picks a
+     * method, passing `{serviceType}`/`{userType}` so a leader-assignment (or
+     * any warmup) declared as an on-method-select preflight step interpolates
+     * the pick correctly. No-op (resolves `{}`) when the descriptor has no
+     * such steps. Returns the captured map (same shape as before-chat preflight).
+     */
+    runMethodSelectPreflight(sel?: {
+        serviceType?: string;
+        userType?: string;
+        identity?: Record<string, string | undefined>;
+    }): Promise<Record<string, string>>;
 }
 
 export declare interface SlugMountOptions {
@@ -1454,6 +1510,14 @@ export declare interface SlugMountOptions {
     configBase?: string;
     /** Additional headers for the descriptor fetch. */
     configHeaders?: Record<string, string>;
+    /**
+     * Isolates the persisted chat thread under `{userId}:{projectId}:{scope}`.
+     * Pass the active PAN (or any per-context discriminator) so a user filing
+     * for multiple PANs gets a distinct conversation per PAN instead of one
+     * shared thread. Re-mounting with a different scope loads/creates that
+     * scope's own conversation.
+     */
+    conversationScope?: string;
     user: {
         /**
          * Initial identifier. When `descriptor.sso` is configured, the
@@ -1721,6 +1785,13 @@ export declare interface TenantMountOptions {
      */
     conversationId?: string;
     forceNewConversation?: boolean;
+    /**
+     * Isolates the persisted conversation under `{userId}:{projectId}:{scope}`.
+     * Use when one user + project maps to several logically distinct threads —
+     * e.g. a taxbuddy user filing for multiple PANs, where each PAN must keep
+     * its own chat. Omit for the default single-thread-per-user behaviour.
+     */
+    conversationScope?: string;
     /** Per-mount overrides that take precedence over the descriptor. */
     overrides?: Partial<WidgetConfigDescriptor>;
     /** Surfaced from the SDK. */
@@ -2295,6 +2366,16 @@ export declare interface WidgetConfig extends ChatClientConfig {
         sendButtonShape?: 'circle' | 'square';
     };
     templateLayout?: 'inside' | 'outside';
+    /**
+     * Override the header overflow-menu actions. Pass an empty array `[]` to
+     * hide the overflow menu entirely (disables Smart Edit and any future items).
+     * When omitted the SDK uses its built-in defaults (currently "Edit ITR Details").
+     */
+    chatActions?: {
+        id: string;
+        label: string;
+        icon?: 'edit' | 'mail' | 'star';
+    }[];
     showBubble?: boolean;
     bubbleText?: string;
     bubbleIcon?: string;

package/dist/headless.mjs

@@ -1,5 +1,5 @@
-import { E as s } from "./MountTenant-8zB0FoEP.mjs";
-import { A as p, b as l, k as g, C as c, l as h, m as y, M as u, S as m, n as f, T, o as S, p as _, q as v, s as E, t as C, u as F, v as k, w as A, x as I, y as x, z as U, B as q, D as M, F as b } from "./MountTenant-8zB0FoEP.mjs";
+import { E as s } from "./MountTenant-a_9ZUVQQ.mjs";
+import { A as p, b as l, k as g, C as c, l as h, m as y, M as u, S as m, n as f, T, o as S, p as _, q as v, s as E, t as C, u as F, v as k, w as A, x as I, y as x, z as U, B as q, D as M, F as b, G as w } from "./MountTenant-a_9ZUVQQ.mjs";
 class a extends s {
   registration = null;
   pendingEdits = [];
@@ -118,5 +118,6 @@ export {
   U as isTiledeskSelfEcho,
   q as mountFromSlug,
   M as mountTenantWidget,
-  b as parseTiledeskTemplate
+  b as parseTiledeskTemplate,
+  w as runMethodSelectPreflight
 };

package/dist/index.cjs

@@ -1 +1 @@
-"use strict";Object.defineProperty(exports,Symbol.toStringTag,{value:"Module"});const e=require("./MountTenant-CP_CYdl8.cjs"),s=require("./headless.cjs");function l(a){e.registerComponents();const t=document.createElement("aikaara-chat-widget"),i={baseUrl:"base-url",userToken:"user-token",apiKey:"api-key",title:"title",subtitle:"subtitle",theme:"theme",primaryColor:"primary-color",position:"position",width:"width",height:"height",placeholder:"placeholder",welcomeMessage:"welcome-message",avatarUrl:"avatar-url"};for(const[o,n]of Object.entries(i)){const r=a[o];r!=null&&t.setAttribute(n,String(r))}return t.configure(a),document.body.appendChild(t),t}function d(){const a=document.querySelector("aikaara-chat-widget");a&&a.remove()}exports.ActionCableClient=e.ActionCableClient;exports.AikaaraChatBubble=e.AikaaraChatBubble;exports.AikaaraChatClient=e.AikaaraChatClient;exports.AikaaraChatHeader=e.AikaaraChatHeader;exports.AikaaraChatInput=e.AikaaraChatInput;exports.AikaaraChatWidget=e.AikaaraChatWidget;exports.AikaaraErrorBanner=e.AikaaraErrorBanner;exports.AikaaraMessageBubble=e.AikaaraMessageBubble;exports.AikaaraMessageList=e.AikaaraMessageList;exports.AikaaraStreamingMessage=e.AikaaraStreamingMessage;exports.AikaaraTypingIndicator=e.AikaaraTypingIndicator;exports.ApiClient=e.ApiClient;exports.ChannelSubscription=e.ChannelSubscription;exports.ConnectionManager=e.ConnectionManager;exports.ConversationManager=e.ConversationManager;exports.EventEmitter=e.EventEmitter;exports.MessageStore=e.MessageStore;exports.SessionAuthAdapter=e.SessionAuthAdapter;exports.SsoExchangeAdapter=e.SsoExchangeAdapter;exports.TiledeskTransport=e.TiledeskTransport;exports.TokenDiscoveryError=e.TokenDiscoveryError;exports.TokenDiscoveryReader=e.TokenDiscoveryReader;exports.clearPersistedConversationId=e.clearPersistedConversationId;exports.collectSsoCredentials=e.collectSsoCredentials;exports.createFetchUploadAdapter=e.createFetchUploadAdapter;exports.createPresigned3StepUploadAdapter=e.createPresigned3StepUploadAdapter;exports.createTiledeskHistoryAdapter=e.createTiledeskHistoryAdapter;exports.discoverToken=e.discoverToken;exports.extractTiledeskFileEnvelope=e.extractTiledeskFileEnvelope;exports.inferTiledeskRole=e.inferTiledeskRole;exports.isTiledeskSelfEcho=e.isTiledeskSelfEcho;exports.mountFromSlug=e.mountFromSlug;exports.mountTenantWidget=e.mount;exports.parseTiledeskTemplate=e.parseTiledeskTemplate;exports.registerComponents=e.registerComponents;exports.FormBridge=s.FormBridge;exports.mount=l;exports.unmount=d;
+"use strict";Object.defineProperty(exports,Symbol.toStringTag,{value:"Module"});const e=require("./MountTenant-DYhDyux6.cjs"),s=require("./headless.cjs");function l(a){e.registerComponents();const t=document.createElement("aikaara-chat-widget"),i={baseUrl:"base-url",userToken:"user-token",apiKey:"api-key",title:"title",subtitle:"subtitle",theme:"theme",primaryColor:"primary-color",position:"position",width:"width",height:"height",placeholder:"placeholder",welcomeMessage:"welcome-message",avatarUrl:"avatar-url"};for(const[o,n]of Object.entries(i)){const r=a[o];r!=null&&t.setAttribute(n,String(r))}return t.configure(a),document.body.appendChild(t),t}function d(){const a=document.querySelector("aikaara-chat-widget");a&&a.remove()}exports.ActionCableClient=e.ActionCableClient;exports.AikaaraChatBubble=e.AikaaraChatBubble;exports.AikaaraChatClient=e.AikaaraChatClient;exports.AikaaraChatHeader=e.AikaaraChatHeader;exports.AikaaraChatInput=e.AikaaraChatInput;exports.AikaaraChatWidget=e.AikaaraChatWidget;exports.AikaaraErrorBanner=e.AikaaraErrorBanner;exports.AikaaraMessageBubble=e.AikaaraMessageBubble;exports.AikaaraMessageList=e.AikaaraMessageList;exports.AikaaraStreamingMessage=e.AikaaraStreamingMessage;exports.AikaaraTypingIndicator=e.AikaaraTypingIndicator;exports.ApiClient=e.ApiClient;exports.ChannelSubscription=e.ChannelSubscription;exports.ConnectionManager=e.ConnectionManager;exports.ConversationManager=e.ConversationManager;exports.EventEmitter=e.EventEmitter;exports.MessageStore=e.MessageStore;exports.SessionAuthAdapter=e.SessionAuthAdapter;exports.SsoExchangeAdapter=e.SsoExchangeAdapter;exports.TiledeskTransport=e.TiledeskTransport;exports.TokenDiscoveryError=e.TokenDiscoveryError;exports.TokenDiscoveryReader=e.TokenDiscoveryReader;exports.clearPersistedConversationId=e.clearPersistedConversationId;exports.collectSsoCredentials=e.collectSsoCredentials;exports.createFetchUploadAdapter=e.createFetchUploadAdapter;exports.createPresigned3StepUploadAdapter=e.createPresigned3StepUploadAdapter;exports.createTiledeskHistoryAdapter=e.createTiledeskHistoryAdapter;exports.discoverToken=e.discoverToken;exports.extractTiledeskFileEnvelope=e.extractTiledeskFileEnvelope;exports.inferTiledeskRole=e.inferTiledeskRole;exports.isTiledeskSelfEcho=e.isTiledeskSelfEcho;exports.mountFromSlug=e.mountFromSlug;exports.mountTenantWidget=e.mount;exports.parseTiledeskTemplate=e.parseTiledeskTemplate;exports.registerComponents=e.registerComponents;exports.runMethodSelectPreflight=e.runMethodSelectPreflight;exports.FormBridge=s.FormBridge;exports.mount=l;exports.unmount=d;

package/dist/index.d.ts

@@ -476,7 +476,7 @@ export declare interface ChatEvents {
     };
 }
 
-export declare function clearPersistedConversationId(userId: string, projectId: string): void;
+export declare function clearPersistedConversationId(userId: string, projectId: string, scope?: string): void;
 
 /** Read every credential listed in `spec`. Throws on missing required. */
 export declare function collectSsoCredentials(opts: SsoCollectorOptions): Promise<Record<string, string>>;
@@ -982,10 +982,6 @@ export declare interface PostMsgSourceConfig {
     timeoutMs?: number;
 }
 
-/**
- * One HTTP call run by the SDK before auth. Failure of `soft: true` steps
- * is logged and ignored; failure of strict steps aborts the mount.
- */
 export declare interface PreflightStep {
     url: string;
     method?: 'GET' | 'POST' | 'PUT';
@@ -996,6 +992,13 @@ export declare interface PreflightStep {
     authHeaderTemplate?: string;
     /** Continue on non-2xx. Default `false` (mount abort). */
     soft?: boolean;
+    /**
+     * When this step fires. Absent / `before-chat` runs in the pre-mount
+     * preflight chain as today; `on-method-select` defers it to the hosted
+     * shell's method screen (so `{serviceType}`/`{userType}` resolve from the
+     * user's pick). Fully backward compatible — no trigger means before-chat.
+     */
+    trigger?: PreflightTrigger;
     /**
      * When set, parse the response as JSON and capture the value at the
      * given dotted path (e.g. `data.token`). The captured value can be
@@ -1020,6 +1023,24 @@ export declare interface PreflightStep {
     };
 }
 
+/**
+ * One HTTP call run by the SDK before auth. Failure of `soft: true` steps
+ * is logged and ignored; failure of strict steps aborts the mount.
+ */
+/**
+ * When a preflight step fires. Shared vocabulary across the SDK, the hosted
+ * shell (screen:method handler), and the dashboard editors:
+ *   - `before-chat`  — pre-mount preflight chain, exactly as today. This is
+ *                      also the implicit default when `trigger` is absent, so
+ *                      every existing descriptor keeps byte-identical behaviour.
+ *   - `on-method-select` — deferred to the hosted shell's screen:method
+ *                      handler, fired *after* the user picks a method so the
+ *                      step's URL/body can interpolate `{serviceType}` and
+ *                      `{userType}` (e.g. a leader-assignment warmup).
+ *   - `during-login` — reserved for the native LoginScreen chain.
+ */
+export declare type PreflightTrigger = 'before-chat' | 'on-method-select' | 'during-login';
+
 /**
  * Three-step presigned-S3 upload (sign → PUT → register). Driven entirely
  * by descriptor — no tenant-specific code in host apps.
@@ -1237,6 +1258,28 @@ export declare interface RouteDef {
     layout?: string;
 }
 
+/**
+ * Standalone runner for the `on-method-select` slice of a descriptor's
+ * preflight chain. The hosted shell's method picker (screen:method) calls
+ * this *after* the user picks a method but *before* the chat mounts, so a
+ * leader-assignment (or any warmup) declared as an `on-method-select`
+ * preflight step interpolates `{serviceType}`/`{userType}` from the pick.
+ *
+ * No-op (resolves `{}`) when no step carries `trigger: 'on-method-select'`,
+ * so descriptors without method-select steps are unaffected. Returns the
+ * captured map (same shape as the pre-mount preflight pass).
+ */
+export declare function runMethodSelectPreflight(args: {
+    steps?: PreflightStep[];
+    sessionToken: SessionTokenProvider;
+    userId: string;
+    projectId?: string;
+    slug?: string;
+    serviceType?: string;
+    userType?: string;
+    identity?: Record<string, string | undefined>;
+}): Promise<Record<string, string>>;
+
 export declare interface SaveEntityAction {
     action: 'save_entity';
 }
@@ -1362,6 +1405,19 @@ export declare interface SlugMountedWidget extends MountedTenantWidget {
      * `true`; returns `null` immediately otherwise.
      */
     refreshPartnerAuth(): Promise<string | null>;
+    /**
+     * Run the descriptor's `on-method-select` preflight steps. The hosted
+     * shell calls this from its screen:method handler after the user picks a
+     * method, passing `{serviceType}`/`{userType}` so a leader-assignment (or
+     * any warmup) declared as an on-method-select preflight step interpolates
+     * the pick correctly. No-op (resolves `{}`) when the descriptor has no
+     * such steps. Returns the captured map (same shape as before-chat preflight).
+     */
+    runMethodSelectPreflight(sel?: {
+        serviceType?: string;
+        userType?: string;
+        identity?: Record<string, string | undefined>;
+    }): Promise<Record<string, string>>;
 }
 
 export declare interface SlugMountOptions {
@@ -1373,6 +1429,14 @@ export declare interface SlugMountOptions {
     configBase?: string;
     /** Additional headers for the descriptor fetch. */
     configHeaders?: Record<string, string>;
+    /**
+     * Isolates the persisted chat thread under `{userId}:{projectId}:{scope}`.
+     * Pass the active PAN (or any per-context discriminator) so a user filing
+     * for multiple PANs gets a distinct conversation per PAN instead of one
+     * shared thread. Re-mounting with a different scope loads/creates that
+     * scope's own conversation.
+     */
+    conversationScope?: string;
     user: {
         /**
          * Initial identifier. When `descriptor.sso` is configured, the
@@ -1629,6 +1693,13 @@ export declare interface TenantMountOptions {
      */
     conversationId?: string;
     forceNewConversation?: boolean;
+    /**
+     * Isolates the persisted conversation under `{userId}:{projectId}:{scope}`.
+     * Use when one user + project maps to several logically distinct threads —
+     * e.g. a taxbuddy user filing for multiple PANs, where each PAN must keep
+     * its own chat. Omit for the default single-thread-per-user behaviour.
+     */
+    conversationScope?: string;
     /** Per-mount overrides that take precedence over the descriptor. */
     overrides?: Partial<WidgetConfigDescriptor>;
     /** Surfaced from the SDK. */
@@ -2068,6 +2139,16 @@ export declare interface WidgetConfig extends ChatClientConfig {
         sendButtonShape?: 'circle' | 'square';
     };
     templateLayout?: 'inside' | 'outside';
+    /**
+     * Override the header overflow-menu actions. Pass an empty array `[]` to
+     * hide the overflow menu entirely (disables Smart Edit and any future items).
+     * When omitted the SDK uses its built-in defaults (currently "Edit ITR Details").
+     */
+    chatActions?: {
+        id: string;
+        label: string;
+        icon?: 'edit' | 'mail' | 'star';
+    }[];
     showBubble?: boolean;
     bubbleText?: string;
     bubbleIcon?: string;

package/dist/index.mjs

@@ -1,6 +1,6 @@
-import { r as o } from "./MountTenant-8zB0FoEP.mjs";
-import { A as u, a as m, b as k, c as g, d as h, e as A, f as C, g as T, h as b, i as v, j as f, k as y, C as S, l as w, m as E, E as M, M as x, S as B, n as F, T as U, o as D, p as I, q as j, s as q, t as H, u as P, v as R, w as W, x as z, y as K, z as L, B as O, D as G, F as J } from "./MountTenant-8zB0FoEP.mjs";
-import { FormBridge as Q } from "./headless.mjs";
+import { r as o } from "./MountTenant-a_9ZUVQQ.mjs";
+import { A as u, a as m, b as g, c as h, d as k, e as A, f as C, g as T, h as b, i as f, j as v, k as S, C as y, l as M, m as w, E, M as x, S as B, n as F, T as U, o as D, p as I, q as P, s as j, t as q, u as H, v as R, w as W, x as z, y as G, z as K, B as L, D as O, F as J, G as N } from "./MountTenant-a_9ZUVQQ.mjs";
+import { FormBridge as V } from "./headless.mjs";
 function l(e) {
   o();
   const a = document.createElement("aikaara-chat-widget"), r = {
@@ -31,40 +31,41 @@ function d() {
 export {
   u as ActionCableClient,
   m as AikaaraChatBubble,
-  k as AikaaraChatClient,
-  g as AikaaraChatHeader,
-  h as AikaaraChatInput,
+  g as AikaaraChatClient,
+  h as AikaaraChatHeader,
+  k as AikaaraChatInput,
   A as AikaaraChatWidget,
   C as AikaaraErrorBanner,
   T as AikaaraMessageBubble,
   b as AikaaraMessageList,
-  v as AikaaraStreamingMessage,
-  f as AikaaraTypingIndicator,
-  y as ApiClient,
-  S as ChannelSubscription,
-  w as ConnectionManager,
-  E as ConversationManager,
-  M as EventEmitter,
-  Q as FormBridge,
+  f as AikaaraStreamingMessage,
+  v as AikaaraTypingIndicator,
+  S as ApiClient,
+  y as ChannelSubscription,
+  M as ConnectionManager,
+  w as ConversationManager,
+  E as EventEmitter,
+  V as FormBridge,
   x as MessageStore,
   B as SessionAuthAdapter,
   F as SsoExchangeAdapter,
   U as TiledeskTransport,
   D as TokenDiscoveryError,
   I as TokenDiscoveryReader,
-  j as clearPersistedConversationId,
-  q as collectSsoCredentials,
-  H as createFetchUploadAdapter,
-  P as createPresigned3StepUploadAdapter,
+  P as clearPersistedConversationId,
+  j as collectSsoCredentials,
+  q as createFetchUploadAdapter,
+  H as createPresigned3StepUploadAdapter,
   R as createTiledeskHistoryAdapter,
   W as discoverToken,
   z as extractTiledeskFileEnvelope,
-  K as inferTiledeskRole,
-  L as isTiledeskSelfEcho,
+  G as inferTiledeskRole,
+  K as isTiledeskSelfEcho,
   l as mount,
-  O as mountFromSlug,
-  G as mountTenantWidget,
+  L as mountFromSlug,
+  O as mountTenantWidget,
   J as parseTiledeskTemplate,
   o as registerComponents,
+  N as runMethodSelectPreflight,
   d as unmount
 };

package/dist/ui.cjs

@@ -1 +1 @@
-"use strict";Object.defineProperty(exports,Symbol.toStringTag,{value:"Module"});const a=require("./MountTenant-CP_CYdl8.cjs");exports.AikaaraChat=a.AikaaraChat;exports.AikaaraChatBubble=a.AikaaraChatBubble;exports.AikaaraChatHeader=a.AikaaraChatHeader;exports.AikaaraChatInput=a.AikaaraChatInput;exports.AikaaraChatWidget=a.AikaaraChatWidget;exports.AikaaraComparePlans=a.AikaaraComparePlans;exports.AikaaraErrorBanner=a.AikaaraErrorBanner;exports.AikaaraLinkModal=a.AikaaraLinkModal;exports.AikaaraMessageBubble=a.AikaaraMessageBubble;exports.AikaaraMessageList=a.AikaaraMessageList;exports.AikaaraModalAction=a.AikaaraModalAction;exports.AikaaraOptionList=a.AikaaraOptionList;exports.AikaaraSchemaForm=a.AikaaraSchemaForm;exports.AikaaraSmartEditModal=a.AikaaraSmartEditModal;exports.AikaaraStreamingMessage=a.AikaaraStreamingMessage;exports.AikaaraSubmitAction=a.AikaaraSubmitAction;exports.AikaaraSystemPill=a.AikaaraSystemPill;exports.AikaaraTemplateRenderer=a.AikaaraTemplateRenderer;exports.AikaaraTypingIndicator=a.AikaaraTypingIndicator;exports.registerComponents=a.registerComponents;
+"use strict";Object.defineProperty(exports,Symbol.toStringTag,{value:"Module"});const a=require("./MountTenant-DYhDyux6.cjs");exports.AikaaraChat=a.AikaaraChat;exports.AikaaraChatBubble=a.AikaaraChatBubble;exports.AikaaraChatHeader=a.AikaaraChatHeader;exports.AikaaraChatInput=a.AikaaraChatInput;exports.AikaaraChatWidget=a.AikaaraChatWidget;exports.AikaaraComparePlans=a.AikaaraComparePlans;exports.AikaaraErrorBanner=a.AikaaraErrorBanner;exports.AikaaraLinkModal=a.AikaaraLinkModal;exports.AikaaraMessageBubble=a.AikaaraMessageBubble;exports.AikaaraMessageList=a.AikaaraMessageList;exports.AikaaraModalAction=a.AikaaraModalAction;exports.AikaaraOptionList=a.AikaaraOptionList;exports.AikaaraSchemaForm=a.AikaaraSchemaForm;exports.AikaaraSmartEditModal=a.AikaaraSmartEditModal;exports.AikaaraStreamingMessage=a.AikaaraStreamingMessage;exports.AikaaraSubmitAction=a.AikaaraSubmitAction;exports.AikaaraSystemPill=a.AikaaraSystemPill;exports.AikaaraTemplateRenderer=a.AikaaraTemplateRenderer;exports.AikaaraTypingIndicator=a.AikaaraTypingIndicator;exports.registerComponents=a.registerComponents;

package/dist/ui.d.ts

@@ -357,9 +357,14 @@ export declare class AikaaraOptionList extends HTMLElement {
     private shadow;
     private data;
     private selected;
+    private preSelectedDisabled;
     constructor();
     connectedCallback(): void;
     setPayload(payload: OptionListPayload): void;
+    /** Name of the form field — used by AikaaraTemplateRenderer to match postback keys. */
+    getName(): string;
+    /** Pre-populate selections from history and lock the list to display-only. */
+    setPreSelected(values: string[]): void;
     /** Read selected values — used by parent submit action to collect form state. */
     getValues(): {
         name: string;
@@ -527,11 +532,19 @@ export declare class AikaaraTemplateRenderer extends HTMLElement {
     private payloadData;
     private innerMessage;
     private renderGen;
+    private _consumedValues;
     static get observedAttributes(): string[];
     constructor();
     connectedCallback(): void;
     attributeChangedCallback(): void;
     setPayload(payload: unknown, innerMessage?: string): void;
+    /**
+     * Forward previously-submitted form values to child option lists so they
+     * render pre-selected and locked. Values are stored so render() can
+     * re-apply them if connectedCallback fires and re-creates the children.
+     */
+    setConsumedValues(values: Record<string, string[]>): void;
+    private _applyConsumedToChildren;
     private render;
     private mountField;
     /**
@@ -1427,6 +1440,16 @@ declare interface WidgetConfig extends ChatClientConfig {
         sendButtonShape?: 'circle' | 'square';
     };
     templateLayout?: 'inside' | 'outside';
+    /**
+     * Override the header overflow-menu actions. Pass an empty array `[]` to
+     * hide the overflow menu entirely (disables Smart Edit and any future items).
+     * When omitted the SDK uses its built-in defaults (currently "Edit ITR Details").
+     */
+    chatActions?: {
+        id: string;
+        label: string;
+        icon?: 'edit' | 'mail' | 'star';
+    }[];
     showBubble?: boolean;
     bubbleText?: string;
     bubbleIcon?: string;

package/dist/ui.mjs

@@ -1,4 +1,4 @@
-import { G as i, a as s, c as e, d as t, e as A, H as k, f as n, I as o, g as m, h as d, J as l, K as g, L as h, N as p, i as C, O as M, P as b, Q as c, j as S, r as u } from "./MountTenant-8zB0FoEP.mjs";
+import { H as i, a as s, c as e, d as t, e as A, I as k, f as n, J as o, g as m, h as d, K as l, L as g, N as h, O as p, i as C, P as M, Q as b, R as c, j as S, r as u } from "./MountTenant-a_9ZUVQQ.mjs";
 export {
   i as AikaaraChat,
   s as AikaaraChatBubble,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aikaara/chat-sdk",
-  "version": "1.3.2",
+  "version": "1.3.4",
   "type": "module",
   "description": "Aikaara Chat SDK — embeddable chat widget and headless client",
   "license": "MIT",